The Analysis of WealthPlan Investment Management, LLC's Holdings & P&L


Currently, WealthPlan Investment Management, LLC holds 455 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in IVV (+56.2K shares, valued at $36.7M), PAAA (+314.0K shares, valued at $16.1M), EPS (+225.8K shares, valued at $15.4M); decreased their positions in BIL (-188.3K shares, valued at $17.3M), MINT (-93.8K shares, valued at $9.4M), FLBL (-294.8K shares, valued at $6.8M); initiated new positions in PAAA (+314.0K shares, valued at $16.1M), N/A (+40.4K shares, valued at $8.0M), STXV (+189.8K shares, valued at $6.7M).


1M P&L
+60.2M+3.48%
3M P&L
+79.7M+4.66%
HY P&L
+132.7M+8.01%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A947.6M
59.1%
2Consumer Electronics107.2M
6.7%
3Semiconductors66.5M
4.1%

Top Industries by Stock Count

1N/A255 stocks
60.6%
2Drug Manufacturers - General8 stocks
1.9%
3Semiconductors8 stocks
1.9%
Stock Holdings
AAPL
APPLE INC
10.50%
Shares422.3K
Event2026-03-31
Filed2026-04-29
IVV
ISHARES TR
81.58%
Shares125.2K
Event2026-03-31
Filed2026-04-29
EA SERIES TRUST
EA SERIES TRUST
1.33%
Shares1.0M
Event2026-03-31
Filed2026-04-29
VTI
VANGUARD INDEX FDS
-11.27%
Shares156.3K
Event2026-03-31
Filed2026-04-29
NVDA
NVIDIA CORPORATION
33.35%
Shares275.7K
Event2026-03-31
Filed2026-04-29
IEMG
ISHARES INC
39.82%
Shares531.5K
Event2026-03-31
Filed2026-04-29
EPS
WISDOMTREE TR
96.81%
Shares459.1K
Event2026-03-31
Filed2026-04-29
MSFT
MICROSOFT CORP
29.10%
Shares81.1K
Event2026-03-31
Filed2026-04-29
JIRE
J P MORGAN EXCHANGE TRADED F
76.75%
Shares364.3K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
41.65%
Shares92.9K
Event2026-03-31
Filed2026-04-29
ALPHABET INC
ALPHABET INC
-1.59%
Shares89.8K
Event2026-03-31
Filed2026-04-29
SCHF
SCHWAB STRATEGIC TR
-1.77%
Shares1.0M
Event2026-03-31
Filed2026-04-29
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-0.57%
Shares51.9K
Event2026-03-31
Filed2026-04-29
SPAB
SPDR SERIES TRUST
3.27%
Shares948.0K
Event2026-03-31
Filed2026-04-29
META
META PLATFORMS INC
35.91%
Shares42.0K
Event2026-03-31
Filed2026-04-29
JAVA
J P MORGAN EXCHANGE TRADED F
82.34%
Shares325.9K
Event2026-03-31
Filed2026-04-29
AGG
ISHARES TR
121.72%
Shares231.7K
Event2026-03-31
Filed2026-04-29
JGLO
J P MORGAN EXCHANGE TRADED F
95.64%
Shares338.3K
Event2026-03-31
Filed2026-04-29
AGGY
WISDOMTREE TR
111.23%
Shares507.6K
Event2026-03-31
Filed2026-04-29
IVE
ISHARES TR
3.57%
Shares102.9K
Event2026-03-31
Filed2026-04-29
JGRO
J P MORGAN EXCHANGE TRADED F
59.82%
Shares243.5K
Event2026-03-31
Filed2026-04-29
JCPB
J P MORGAN EXCHANGE TRADED F
124.69%
Shares406.9K
Event2026-03-31
Filed2026-04-29
WMT
WALMART INC
0.99%
Shares147.7K
Event2026-03-31
Filed2026-04-29
XOM
EXXON MOBIL CORP
8.02%
Shares105.1K
Event2026-03-31
Filed2026-04-29
IEFA
ISHARES TR
79.38%
Shares191.4K
Event2026-03-31
Filed2026-04-29
AVEM
AMERICAN CENTY ETF TR
-7.74%
Shares212.2K
Event2026-03-31
Filed2026-04-29
AMZN
AMAZON COM INC
17.59%
Shares80.9K
Event2026-03-31
Filed2026-04-29
CVX
CHEVRON CORPORATION
-9.21%
Shares78.4K
Event2026-03-31
Filed2026-04-29
PAAA
PGIM ETF TR
New
Shares314.0K
Event2026-03-31
Filed2026-04-29
CASY
CASEYS GEN STORES INC
-20.59%
Shares21.2K
Event2026-03-31
Filed2026-04-29
JNJ
JOHNSON & JOHNSON
10.62%
Shares60.0K
Event2026-03-31
Filed2026-04-29
AGGH
SIMPLIFY EXCHANGE TRADED FUN
178.09%
Shares718.6K
Event2026-03-31
Filed2026-04-29
MTBA
SIMPLIFY EXCHANGE TRADED FUN
146.34%
Shares286.8K
Event2026-03-31
Filed2026-04-29
COST
COSTCO WHOLESALE CORPORATION
-4.41%
Shares13.8K
Event2026-03-31
Filed2026-04-29
JMEE
J P MORGAN EXCHANGE TRADED F
88.26%
Shares197.1K
Event2026-03-31
Filed2026-04-29
HELO
J P MORGAN EXCHANGE TRADED F
-4.60%
Shares201.8K
Event2026-03-31
Filed2026-04-29
BUFR
FIRST TR EXCHNG TRADED FD VI
-32.14%
Shares378.3K
Event2026-03-31
Filed2026-04-29
BOXX
EA SERIES TRUST
175.16%
Shares109.7K
Event2026-03-31
Filed2026-04-29
DGRO
ISHARES TR
-29.59%
Shares180.0K
Event2026-03-31
Filed2026-04-29
ABBV
ABBVIE INC
-4.68%
Shares55.1K
Event2026-03-31
Filed2026-04-29
HEQT
SIMPLIFY EXCHANGE TRADED FUN
-33.40%
Shares371.9K
Event2026-03-31
Filed2026-04-29
CLOI
VANECK ETF TRUST
-28.83%
Shares200.8K
Event2026-03-31
Filed2026-04-29
BIL
SPDR SERIES TRUST
-62.15%
Shares114.7K
Event2026-03-31
Filed2026-04-29
QHY
WISDOMTREE TR
305.26%
Shares229.3K
Event2026-03-31
Filed2026-04-29
BROADCOM INC
BROADCOM INC
49.53%
Shares33.6K
Event2026-03-31
Filed2026-04-29
VMI
VALMONT INDS INC
0.37%
Shares24.6K
Event2026-03-31
Filed2026-04-29
LLY
ELI LILLY & CO
79.13%
Shares10.7K
Event2026-03-31
Filed2026-04-29
JFLX
J P MORGAN EXCHANGE TRADED F
107.79%
Shares197.2K
Event2026-03-31
Filed2026-04-29
CAT
CATERPILLAR INC
38.80%
Shares13.8K
Event2026-03-31
Filed2026-04-29
FTLS
FIRST TR EXCH TRADED FD III
-28.16%
Shares133.0K
Event2026-03-31
Filed2026-04-29
BRK.A
BERKSHIRE HATHAWAY INC DEL
0.00%
Shares13
Event2026-03-31
Filed2026-04-29
JPM
JPMORGAN CHASE & CO
-21.36%
Shares30.2K
Event2026-03-31
Filed2026-04-29
TSLA
TESLA INC
38.16%
Shares23.5K
Event2026-03-31
Filed2026-04-29
MA
MASTERCARD INCORPORATED
7.99%
Shares17.1K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
2609.53%
Shares42.6K
Event2026-03-31
Filed2026-04-29
SPY
STATE STR SPDR S&P 500 ETF T
2.98%
Shares12.4K
Event2026-03-31
Filed2026-04-29
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares40.4K
Event2026-03-31
Filed2026-04-29
IGRO
ISHARES TR
-44.16%
Shares93.6K
Event2026-03-31
Filed2026-04-29
WTPI
WISDOMTREE TR
177.17%
Shares244.8K
Event2026-03-31
Filed2026-04-29
PLTR
PALANTIR TECHNOLOGIES INC
35.42%
Shares50.9K
Event2026-03-31
Filed2026-04-29
VZ
VERIZON COMMUNICATIONS INC
-9.15%
Shares147.6K
Event2026-03-31
Filed2026-04-29
COWZ
PACER FDS TR
-43.98%
Shares116.7K
Event2026-03-31
Filed2026-04-29
KO
COCA COLA CO
51.75%
Shares94.4K
Event2026-03-31
Filed2026-04-29
V
VISA INC
67.66%
Shares23.0K
Event2026-03-31
Filed2026-04-29
FTSM
FIRST TR EXCHANGE-TRADED FD
5.06%
Shares112.7K
Event2026-03-31
Filed2026-04-29
STXV
EA SERIES TRUST
New
Shares189.8K
Event2026-03-31
Filed2026-04-29
STXG
EA SERIES TRUST
New
Shares141.0K
Event2026-03-31
Filed2026-04-29
HD
HOME DEPOT INC
47.88%
Shares19.9K
Event2026-03-31
Filed2026-04-29
AMAT
APPLIED MATLS INC
349.36%
Shares18.9K
Event2026-03-31
Filed2026-04-29
SCHX
SCHWAB STRATEGIC TR
0.58%
Shares246.2K
Event2026-03-31
Filed2026-04-29
EMLC
VANECK ETF TRUST
168.92%
Shares244.5K
Event2026-03-31
Filed2026-04-29
HYIN
WISDOMTREE TR
208.89%
Shares424.3K
Event2026-03-31
Filed2026-04-29
ORCL
ORACLE CORP
45.02%
Shares40.9K
Event2026-03-31
Filed2026-04-29
LMT
LOCKHEED MARTIN CORP
-25.10%
Shares9.9K
Event2026-03-31
Filed2026-04-29
NUE
NUCOR CORP
-18.14%
Shares35.0K
Event2026-03-31
Filed2026-04-29
UNH
UNITEDHEALTH GROUP INC
53.43%
Shares21.8K
Event2026-03-31
Filed2026-04-29
AMGN
AMGEN INC
-28.91%
Shares16.5K
Event2026-03-31
Filed2026-04-29
SPYG
SPDR SERIES TRUST
-24.47%
Shares58.6K
Event2026-03-31
Filed2026-04-29
MOAT
VANECK ETF TRUST
-42.76%
Shares55.5K
Event2026-03-31
Filed2026-04-29
JEPQ
J P MORGAN EXCHANGE TRADED F
191.96%
Shares95.7K
Event2026-03-31
Filed2026-04-29
PEP
PEPSICO INC
-26.84%
Shares33.2K
Event2026-03-31
Filed2026-04-29
SCHD
SCHWAB STRATEGIC TR
18.37%
Shares167.7K
Event2026-03-31
Filed2026-04-29
IBM
INTERNATIONAL BUSINESS MACHS
-20.84%
Shares20.7K
Event2026-03-31
Filed2026-04-29
MCD
MCDONALDS CORP
38.17%
Shares15.8K
Event2026-03-31
Filed2026-04-29
EMR
EMERSON ELEC CO
-31.44%
Shares37.5K
Event2026-03-31
Filed2026-04-29
AGOX
STARBOARD INVT TR
-46.65%
Shares184.5K
Event2026-03-31
Filed2026-04-29
MINT
PIMCO ETF TR
-65.84%
Shares48.7K
Event2026-03-31
Filed2026-04-29
NFLX
NETFLIX INC.
82.91%
Shares49.2K
Event2026-03-31
Filed2026-04-29
MSM
MSC INDL DIRECT INC
-33.03%
Shares51.1K
Event2026-03-31
Filed2026-04-29
GEV
GE VERNOVA INC
-0.98%
Shares5.3K
Event2026-03-31
Filed2026-04-29
PG
PROCTER & GAMBLE CO
47.82%
Shares31.7K
Event2026-03-31
Filed2026-04-29
INTC
INTEL CORP
40.37%
Shares100.9K
Event2026-03-31
Filed2026-04-29
ASTS
AST SPACEMOBILE INC
-1.04%
Shares51.9K
Event2026-03-31
Filed2026-04-29
LECO
LINCOLN ELEC HLDGS INC
-33.70%
Shares17.2K
Event2026-03-31
Filed2026-04-29
MERCK & CO INC
MERCK & CO INC
52.12%
Shares35.0K
Event2026-03-31
Filed2026-04-29
FLBL
FRANKLIN TEMPLETON ETF TR
-61.88%
Shares181.6K
Event2026-03-31
Filed2026-04-29
MU
MICRON TECHNOLOGY INC
174.14%
Shares12.4K
Event2026-03-31
Filed2026-04-29
TDV
PROSHARES TR
-46.49%
Shares48.1K
Event2026-03-31
Filed2026-04-29
ICOW
PACER FDS TR
-46.67%
Shares95.8K
Event2026-03-31
Filed2026-04-29
TXN
TEXAS INSTRS INC
-23.45%
Shares20.8K
Event2026-03-31
Filed2026-04-29
TMUS
T-MOBILE US INC
46.80%
Shares18.6K
Event2026-03-31
Filed2026-04-29
GGG
GRACO INC
-33.81%
Shares45.6K
Event2026-03-31
Filed2026-04-29
ALB
ALBEMARLE CORP
-36.52%
Shares21.0K
Event2026-03-31
Filed2026-04-29
O
REALTY INCOME CORP
-34.51%
Shares60.9K
Event2026-03-31
Filed2026-04-29
IVW
ISHARES TR
14.22%
Shares32.6K
Event2026-03-31
Filed2026-04-29
SPYD
SPDR SERIES TRUST
-16.25%
Shares80.8K
Event2026-03-31
Filed2026-04-29
TSN
TYSON FOODS INC
-35.80%
Shares57.3K
Event2026-03-31
Filed2026-04-29
ESGU
ISHARES TR
0.08%
Shares25.8K
Event2026-03-31
Filed2026-04-29
STRV
EA SERIES TRUST
New
Shares86.0K
Event2026-03-31
Filed2026-04-29
BTAL
AGF INVTS TR
215.49%
Shares255.5K
Event2026-03-31
Filed2026-04-29
ABT
ABBOTT LABORATORIES
43.79%
Shares34.1K
Event2026-03-31
Filed2026-04-29
CFR
CULLEN FROST BANKERS INC
-36.57%
Shares25.5K
Event2026-03-31
Filed2026-04-29
GLOBAL X FDS
GLOBAL X FDS
New
Shares126.6K
Event2026-03-31
Filed2026-04-29
TMO
THERMO FISHER SCIENTIFIC INC
-22.96%
Shares7.1K
Event2026-03-31
Filed2026-04-29
HYLB
DBX ETF TR
30.65%
Shares95.3K
Event2026-03-31
Filed2026-04-29
VANECK ETF TRUST
VANECK ETF TRUST
New
Shares141.0K
Event2026-03-31
Filed2026-04-29
ARISTA NETWORKS INC
ARISTA NETWORKS INC
-1.50%
Shares26.3K
Event2026-03-31
Filed2026-04-29
MBSF
VALUED ADVISERS TR
-66.86%
Shares123.8K
Event2026-03-31
Filed2026-04-29
AMD
ADVANCED MICRO DEVICES INC
151.36%
Shares15.5K
Event2026-03-31
Filed2026-04-29
STXK
EA SERIES TRUST
New
Shares92.9K
Event2026-03-31
Filed2026-04-29
BLACKSTONE INC
BLACKSTONE INC
4.89%
Shares26.4K
Event2026-03-31
Filed2026-04-29
TDIV
FIRST TR EXCHANGE TRADED FD
40.66%
Shares31.8K
Event2026-03-31
Filed2026-04-29
GPC
GENUINE PARTS CO
-35.25%
Shares28.0K
Event2026-03-31
Filed2026-04-29
UNP
UNION PAC CORP
5.38%
Shares12.1K
Event2026-03-31
Filed2026-04-29
FLTR
VANECK ETF TRUST
-65.48%
Shares114.5K
Event2026-03-31
Filed2026-04-29
VOYG
VOYAGER TECHNOLOGIES INC
8.82%
Shares124.3K
Event2026-03-31
Filed2026-04-29
T
AT&T INC
55.27%
Shares98.4K
Event2026-03-31
Filed2026-04-29
GILD
GILEAD SCIENCES INC
45.93%
Shares19.7K
Event2026-03-31
Filed2026-04-29
SCHW
SCHWAB CHARLES CORP
51.54%
Shares28.8K
Event2026-03-31
Filed2026-04-29
BAC
BANK AMERICA CORP
40.15%
Shares55.3K
Event2026-03-31
Filed2026-04-29
SEMI
COLUMBIA ETF TR I
-44.99%
Shares91.7K
Event2026-03-31
Filed2026-04-29
PFFD
GLOBAL X FDS
18.22%
Shares142.8K
Event2026-03-31
Filed2026-04-29
RPM
RPM INTL INC
-39.55%
Shares26.3K
Event2026-03-31
Filed2026-04-29
PNC
PNC FINL SVCS GROUP INC
New
Shares12.3K
Event2026-03-31
Filed2026-04-29
HIGH
SIMPLIFY EXCHANGE TRADED FUN
-66.26%
Shares119.4K
Event2026-03-31
Filed2026-04-29
DOV
DOVER CORP
-40.23%
Shares12.1K
Event2026-03-31
Filed2026-04-29
IVLU
ISHARES TR
-0.59%
Shares63.2K
Event2026-03-31
Filed2026-04-29
APD
AIR PRODUCTS AND CHEMICALS I
-37.46%
Shares8.5K
Event2026-03-31
Filed2026-04-29
PJAN
INNOVATOR ETFS TRUST
-0.58%
Shares53.1K
Event2026-03-31
Filed2026-04-29
IWN
ISHARES TR
35.00%
Shares12.9K
Event2026-03-31
Filed2026-04-29
GE AEROSPACE
GE AEROSPACE
83.60%
Shares8.6K
Event2026-03-31
Filed2026-04-29
FLRT
PACER FDS TR
New
Shares52.6K
Event2026-03-31
Filed2026-04-29
STXT
EA SERIES TRUST
New
Shares118.8K
Event2026-03-31
Filed2026-04-29
INVESCO QQQ TR
INVESCO QQQ TR
49.83%
Shares4.0K
Event2026-03-31
Filed2026-04-29
XLE
SELECT SECTOR SPDR TR
424.10%
Shares37.7K
Event2026-03-31
Filed2026-04-29
ISRG
INTUITIVE SURGICAL INC
36.60%
Shares4.9K
Event2026-03-31
Filed2026-04-29
XLG
INVESCO EXCHANGE TRADED FD T
0.28%
Shares41.1K
Event2026-03-31
Filed2026-04-29
LOW
LOWES COS INC
10.62%
Shares9.2K
Event2026-03-31
Filed2026-04-29
VANGUARD INDEX FDS
VANGUARD INDEX FDS
59.42%
Shares3.5K
Event2026-03-31
Filed2026-04-29
DTH
WISDOMTREE TR
-1.84%
Shares38.6K
Event2026-03-31
Filed2026-04-29
AXP
AMERICAN EXPRESS CO
82.58%
Shares6.9K
Event2026-03-31
Filed2026-04-29
SPTM
SPDR SERIES TRUST
1.99%
Shares25.8K
Event2026-03-31
Filed2026-04-29
UDEC
INNOVATOR ETFS TRUST
-14.88%
Shares52.1K
Event2026-03-31
Filed2026-04-29
SPYV
SPDR SERIES TRUST
324.62%
Shares35.6K
Event2026-03-31
Filed2026-04-29
JPIE
J P MORGAN EXCHANGE TRADED F
51.53%
Shares43.5K
Event2026-03-31
Filed2026-04-29
XLK
SELECT SECTOR SPDR TR
41.49%
Shares15.1K
Event2026-03-31
Filed2026-04-29
LNG
CHENIERE ENERGY INC
-35.22%
Shares7.0K
Event2026-03-31
Filed2026-04-29
GLD
SPDR GOLD TR
1.33%
Shares4.6K
Event2026-03-31
Filed2026-04-29
DELL
DELL TECHNOLOGIES INC
13.85%
Shares11.9K
Event2026-03-31
Filed2026-04-29
VRT
VERTIV HOLDINGS CO
-8.08%
Shares7.7K
Event2026-03-31
Filed2026-04-29
DEM
WISDOMTREE TR
10.71%
Shares38.2K
Event2026-03-31
Filed2026-04-29
PFE
PFIZER INC
1.71%
Shares66.9K
Event2026-03-31
Filed2026-04-29
QUAL
ISHARES TR
-5.83%
Shares9.6K
Event2026-03-31
Filed2026-04-29
TLT
ISHARES TR
-8.46%
Shares20.5K
Event2026-03-31
Filed2026-04-29
BRO
BROWN & BROWN INC
-41.74%
Shares27.2K
Event2026-03-31
Filed2026-04-29
CRWD
CROWDSTRIKE HLDGS INC
85.56%
Shares4.5K
Event2026-03-31
Filed2026-04-29
EFG
ISHARES TR
-6.16%
Shares15.8K
Event2026-03-31
Filed2026-04-29
UBER
UBER TECHNOLOGIES INC
2.94%
Shares24.4K
Event2026-03-31
Filed2026-04-29
GBTC
GRAYSCALE BITCOIN TRUST ETF
12.86%
Shares33.1K
Event2026-03-31
Filed2026-04-29
FBTC
FIDELITY WISE ORIGIN BITCOIN
6.74%
Shares29.2K
Event2026-03-31
Filed2026-04-29
KTOS
KRATOS DEFENSE & SEC SOLUTIO
-6.48%
Shares24.2K
Event2026-03-31
Filed2026-04-29
DGRW
WISDOMTREE TR
-22.18%
Shares19.3K
Event2026-03-31
Filed2026-04-29
CATX
PERSPECTIVE THERAPEUTICS INC
0.00%
Shares404.1K
Event2026-03-31
Filed2026-04-29
LAM RESEARCH CORP
LAM RESEARCH CORP
71.86%
Shares7.7K
Event2026-03-31
Filed2026-04-29
IWF
ISHARES TR
New
Shares3.8K
Event2026-03-31
Filed2026-04-29
STZ
CONSTELLATION BRANDS INC
-34.65%
Shares10.8K
Event2026-03-31
Filed2026-04-29
GAUG
FIRST TR EXCHNG TRADED FD VI
-10.01%
Shares40.9K
Event2026-03-31
Filed2026-04-29
UMAR
INNOVATOR ETFS TRUST
-10.01%
Shares39.6K
Event2026-03-31
Filed2026-04-29
VXUS
VANGUARD STAR FDS
324.59%
Shares19.7K
Event2026-03-31
Filed2026-04-29
SPGI
S&P GLOBAL INC
-39.78%
Shares3.6K
Event2026-03-31
Filed2026-04-29
NEAR
ISHARES U S ETF TR
2.27%
Shares29.9K
Event2026-03-31
Filed2026-04-29
NVS
NOVARTIS AG
-40.89%
Shares9.6K
Event2026-03-31
Filed2026-04-29
BDEC
INNOVATOR ETFS TRUST
-7.89%
Shares29.5K
Event2026-03-31
Filed2026-04-29
GOLF
ACUSHNET HLDGS CORP
0.28%
Shares14.8K
Event2026-03-31
Filed2026-04-29
TSM
TAIWAN SEMICONDUCTOR MANUFAC
6.93%
Shares4.1K
Event2026-03-31
Filed2026-04-29
DLN
WISDOMTREE TR
102.17%
Shares15.1K
Event2026-03-31
Filed2026-04-29
ADBE
ADOBE INC
-32.37%
Shares5.5K
Event2026-03-31
Filed2026-04-29
SPYM
SPDR SERIES TRUST
29.68%
Shares17.4K
Event2026-03-31
Filed2026-04-29
KLAC
KLA CORP
88.84%
Shares897
Event2026-03-31
Filed2026-04-29
DECT
AIM ETF PRODUCTS TRUST
-13.02%
Shares36.9K
Event2026-03-31
Filed2026-04-29
CMF
ISHARES TR
-6.38%
Shares23.0K
Event2026-03-31
Filed2026-04-29
PJUL
INNOVATOR ETFS TRUST
19.99%
Shares28.3K
Event2026-03-31
Filed2026-04-29
ACEI
INNOVATOR ETFS TRUST
New
Shares55.7K
Event2026-03-31
Filed2026-04-29
NKE
NIKE INC
-41.48%
Shares24.1K
Event2026-03-31
Filed2026-04-29
IBIT
ISHARES BITCOIN TRUST ETF
14.87%
Shares32.9K
Event2026-03-31
Filed2026-04-29
IWB
ISHARES TR
68.82%
Shares3.5K
Event2026-03-31
Filed2026-04-29
OEF
ISHARES TR
-4.54%
Shares3.8K
Event2026-03-31
Filed2026-04-29
NOBL
PROSHARES TR
New
Shares11.4K
Event2026-03-31
Filed2026-04-29
ACII
INNOVATOR ETFS TRUST
New
Shares47.4K
Event2026-03-31
Filed2026-04-29
EFV
ISHARES TR
-16.41%
Shares15.2K
Event2026-03-31
Filed2026-04-29
SGVT
SCHWAB STRATEGIC TR
-84.30%
Shares11.2K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
1.31%
Shares23.4K
Event2026-03-31
Filed2026-04-29
STXE
EA SERIES TRUST
New
Shares28.4K
Event2026-03-31
Filed2026-04-29
VUG
VANGUARD INDEX FDS
94.17%
Shares2.5K
Event2026-03-31
Filed2026-04-29
QLC
FLEXSHARES TR
New
Shares14.1K
Event2026-03-31
Filed2026-04-29
RGTI
RIGETTI COMPUTING INC
New
Shares78.4K
Event2026-03-31
Filed2026-04-29
TILT
FLEXSHARES TR
New
Shares4.5K
Event2026-03-31
Filed2026-04-29
RWL
INVESCO EXCH TRADED FD TR II
New
Shares9.5K
Event2026-03-31
Filed2026-04-29
VLTO
VERALTO CORP
-23.91%
Shares12.2K
Event2026-03-31
Filed2026-04-29
PAPR
INNOVATOR ETFS TRUST
0.27%
Shares27.1K
Event2026-03-31
Filed2026-04-29
IYW
ISHARES TR
-8.76%
Shares5.8K
Event2026-03-31
Filed2026-04-29
POCT
INNOVATOR ETFS TRUST
4.55%
Shares24.5K
Event2026-03-31
Filed2026-04-29
JMUB
J P MORGAN EXCHANGE TRADED F
83.57%
Shares21.0K
Event2026-03-31
Filed2026-04-29
SPMD
SPDR SERIES TRUST
41.34%
Shares17.3K
Event2026-03-31
Filed2026-04-29
PANW
PALO ALTO NETWORKS INC
78.72%
Shares6.3K
Event2026-03-31
Filed2026-04-29
PPA
INVESCO EXCHANGE TRADED FD T
New
Shares6.1K
Event2026-03-31
Filed2026-04-29
CHAT
TIDAL TRUST II
New
Shares16.4K
Event2026-03-31
Filed2026-04-29
IWM
ISHARES TR
-59.01%
Shares4.0K
Event2026-03-31
Filed2026-04-29
VV
VANGUARD INDEX FDS
48.14%
Shares3.3K
Event2026-03-31
Filed2026-04-29
TLTD
FLEXSHARES TR
New
Shares10.4K
Event2026-03-31
Filed2026-04-29
PM
PHILIP MORRIS INTL INC
-17.99%
Shares5.8K
Event2026-03-31
Filed2026-04-29
IWP
ISHARES TR
61.62%
Shares7.5K
Event2026-03-31
Filed2026-04-29
APH
AMPHENOL CORP
62.41%
Shares7.6K
Event2026-03-31
Filed2026-04-29
IUSB
ISHARES TR
-12.59%
Shares20.7K
Event2026-03-31
Filed2026-04-29
ITOT
ISHARES TR
15.38%
Shares6.6K
Event2026-03-31
Filed2026-04-29
REGL
PROSHARES TR
-13.35%
Shares10.5K
Event2026-03-31
Filed2026-04-29
JHID
JOHN HANCOCK EXCHANGE TRADED
-38.12%
Shares22.4K
Event2026-03-31
Filed2026-04-29
ARM
ARM HOLDINGS PLC
New
Shares6.0K
Event2026-03-31
Filed2026-04-29
WFC
WELLS FARGO & CO
-0.25%
Shares11.3K
Event2026-03-31
Filed2026-04-29
AOS
SMITH A O CORP
-36.90%
Shares13.6K
Event2026-03-31
Filed2026-04-29
NTSI
WISDOMTREE TR
5.05%
Shares20.0K
Event2026-03-31
Filed2026-04-29
USMV
ISHARES TR
95.51%
Shares9.2K
Event2026-03-31
Filed2026-04-29
MKL
MARKEL GROUP INC
-5.34%
Shares443
Event2026-03-31
Filed2026-04-29
VTV
VANGUARD INDEX FDS
75.18%
Shares4.3K
Event2026-03-31
Filed2026-04-29
NOC
NORTHROP GRUMMAN CORP
-45.22%
Shares1.2K
Event2026-03-31
Filed2026-04-29
VIG
VANGUARD SPECIALIZED FUNDS
-19.62%
Shares3.7K
Event2026-03-31
Filed2026-04-29
WPC
WP CAREY INC
36.94%
Shares11.8K
Event2026-03-31
Filed2026-04-29
IEV
ISHARES TR
-3.46%
Shares11.8K
Event2026-03-31
Filed2026-04-29
HIMS
HIMS & HERS HEALTH INC
157.98%
Shares38.4K
Event2026-03-31
Filed2026-04-29
IWO
ISHARES TR
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
OMFL
INVESCO EXCH TRD SLF IDX FD
New
Shares12.9K
Event2026-03-31
Filed2026-04-29
NTSX
WISDOMTREE TR
-19.17%
Shares14.8K
Event2026-03-31
Filed2026-04-29
IJH
ISHARES TR
150.60%
Shares11.4K
Event2026-03-31
Filed2026-04-29
SCHA
SCHWAB STRATEGIC TR
-0.70%
Shares25.9K
Event2026-03-31
Filed2026-04-29
CVNA
CARVANA CO
New
Shares2.4K
Event2026-03-31
Filed2026-04-29
GMUB
GOLDMAN SACHS ETF TR
97.51%
Shares14.5K
Event2026-03-31
Filed2026-04-29
CIBR
FIRST TR EXCHANGE-TRADED FD
New
Shares11.7K
Event2026-03-31
Filed2026-04-29
PROSHARES TR
PROSHARES TR
123.46%
Shares9.1K
Event2026-03-31
Filed2026-04-29
SPMO
INVESCO EXCH TRADED FD TR II
New
Shares6.4K
Event2026-03-31
Filed2026-04-29
TJX
TJX COS INC NEW
117.77%
Shares4.5K
Event2026-03-31
Filed2026-04-29
DYNF
BLACKROCK ETF TRUST
-17.13%
Shares12.2K
Event2026-03-31
Filed2026-04-29
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
-34.57%
Shares56.7K
Event2026-03-31
Filed2026-04-29
BLOK
AMPLIFY ETF TR
New
Shares14.1K
Event2026-03-31
Filed2026-04-29
ZLAB
ZAI LAB LTD
0.00%
Shares36.8K
Event2026-03-31
Filed2026-04-29
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
5.04%
Shares5.2K
Event2026-03-31
Filed2026-04-29
ROP
ROPER TECHNOLOGIES INC
-47.49%
Shares1.9K
Event2026-03-31
Filed2026-04-29
BKE
BUCKLE INC
0.01%
Shares13.5K
Event2026-03-31
Filed2026-04-29
FTEC
FIDELITY COVINGTON TRUST
New
Shares3.2K
Event2026-03-31
Filed2026-04-29
AEP
AMERICAN ELEC PWR CO INC
2.91%
Shares5.1K
Event2026-03-31
Filed2026-04-29
QDF
FLEXSHARES TR
82.39%
Shares8.4K
Event2026-03-31
Filed2026-04-29
PULS
PGIM ETF TR
New
Shares13.3K
Event2026-03-31
Filed2026-04-29
VEA
VANGUARD TAX-MANAGED FDS
133.26%
Shares10.2K
Event2026-03-31
Filed2026-04-29
SUSL
ISHARES TR
-8.31%
Shares5.8K
Event2026-03-31
Filed2026-04-29
SKYY
FIRST TR EXCHANGE-TRADED FD
New
Shares6.0K
Event2026-03-31
Filed2026-04-29
DON
WISDOMTREE TR
156.15%
Shares12.3K
Event2026-03-31
Filed2026-04-29
FEX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares5.3K
Event2026-03-31
Filed2026-04-29
DE
DEERE & CO
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-29
BA
BOEING CO
1.69%
Shares3.3K
Event2026-03-31
Filed2026-04-29
BITWISE 10 CRYPTO INDEX ETF
BITWISE 10 CRYPTO INDEX ETF
New
Shares14.4K
Event2026-03-31
Filed2026-04-29
BBUS
J P MORGAN EXCHANGE TRADED F
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-29
SCUS
SCHWAB STRATEGIC TR
New
Shares25.3K
Event2026-03-31
Filed2026-04-29
BMY
BRISTOL-MYERS SQUIBB CO
3.73%
Shares10.5K
Event2026-03-31
Filed2026-04-29
XSOE
WISDOMTREE TR
-12.50%
Shares15.7K
Event2026-03-31
Filed2026-04-29
QQQM
INVESCO EXCH TRADED FD TR II
New
Shares2.6K
Event2026-03-31
Filed2026-04-29
BBIN
J P MORGAN EXCHANGE TRADED F
51.01%
Shares8.5K
Event2026-03-31
Filed2026-04-29
ETFS GOLD TR
ETFS GOLD TR
0.00%
Shares13.8K
Event2026-03-31
Filed2026-04-29
JEPI
J P MORGAN EXCHANGE TRADED F
-40.85%
Shares10.8K
Event2026-03-31
Filed2026-04-29
DNL
WISDOMTREE TR
-36.47%
Shares15.0K
Event2026-03-31
Filed2026-04-29
IWD
ISHARES TR
New
Shares2.8K
Event2026-03-31
Filed2026-04-29
REET
ISHARES TR
-0.74%
Shares23.9K
Event2026-03-31
Filed2026-04-29
STIP
ISHARES TR
New
Shares5.7K
Event2026-03-31
Filed2026-04-29
XHLF
BONDBLOXX ETF TRUST
-3.84%
Shares11.5K
Event2026-03-31
Filed2026-04-29
NOW
SERVICENOW INC
21.20%
Shares5.5K
Event2026-03-31
Filed2026-04-29
EW
EDWARDS LIFESCIENCES CORP
1.43%
Shares7.1K
Event2026-03-31
Filed2026-04-29
GRID
FIRST TR EXCHANGE-TRADED FD
22.17%
Shares3.4K
Event2026-03-31
Filed2026-04-29
SCHE
SCHWAB STRATEGIC TR
0.00%
Shares16.8K
Event2026-03-31
Filed2026-04-29
RPV
INVESCO EXCHANGE TRADED FD T
5.14%
Shares5.2K
Event2026-03-31
Filed2026-04-29
IQDF
FLEXSHARES TR
111.72%
Shares17.2K
Event2026-03-31
Filed2026-04-29
MDYV
SPDR SERIES TRUST
New
Shares6.4K
Event2026-03-31
Filed2026-04-29
HON
HONEYWELL INTL INC
1.44%
Shares2.4K
Event2026-03-31
Filed2026-04-29
DIA
STATE STR SPDR DOW JONES IND
-31.37%
Shares1.1K
Event2026-03-31
Filed2026-04-29
EMXC
ISHARES INC
-14.83%
Shares6.6K
Event2026-03-31
Filed2026-04-29
HDV
ISHARES TR
New
Shares3.8K
Event2026-03-31
Filed2026-04-29
DJD
INVESCO EXCHANGE TRADED FD T
-38.96%
Shares8.6K
Event2026-03-31
Filed2026-04-29
MDLZ
MONDELEZ INTL INC
105.18%
Shares8.9K
Event2026-03-31
Filed2026-04-29
SPHY
SPDR SERIES TRUST
-4.50%
Shares21.7K
Event2026-03-31
Filed2026-04-29
MRCP
PGIM ROCK ETF TR
-12.37%
Shares16.0K
Event2026-03-31
Filed2026-04-29
BJAN
INNOVATOR ETFS TRUST
-1.35%
Shares9.5K
Event2026-03-31
Filed2026-04-29
MO
ALTRIA GROUP INC
10.02%
Shares7.6K
Event2026-03-31
Filed2026-04-29
SCHP
SCHWAB STRATEGIC TR
-0.22%
Shares18.7K
Event2026-03-31
Filed2026-04-29
DFEB
FIRST TR EXCHNG TRADED FD VI
-1.20%
Shares10.5K
Event2026-03-31
Filed2026-04-29
SBUX
STARBUCKS CORP
28.80%
Shares5.5K
Event2026-03-31
Filed2026-04-29
CEG
CONSTELLATION ENERGY CORP
16.97%
Shares1.8K
Event2026-03-31
Filed2026-04-29
UMBF
UMB FINL CORP
-4.37%
Shares4.3K
Event2026-03-31
Filed2026-04-29
FDX
FEDEX CORP
-5.23%
Shares1.3K
Event2026-03-31
Filed2026-04-29
VGT
VANGUARD WORLD FD
15.25%
Shares680
Event2026-03-31
Filed2026-04-29
SNPS
SYNOPSYS INC
-45.93%
Shares1.2K
Event2026-03-31
Filed2026-04-29
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares5.5K
Event2026-03-31
Filed2026-04-29
SPEM
SPDR INDEX SHS FDS
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-29
ARCC
ARES CAPITAL CORP
-37.15%
Shares26.0K
Event2026-03-31
Filed2026-04-29
SPDW
SPDR INDEX SHS FDS
0.69%
Shares10.3K
Event2026-03-31
Filed2026-04-29
TLTE
FLEXSHARES TR
New
Shares6.9K
Event2026-03-31
Filed2026-04-29
FSCO
FS CREDIT OPPORTUNITIES CORP
-5.70%
Shares90.1K
Event2026-03-31
Filed2026-04-29
JVAL
J P MORGAN EXCHANGE TRADED F
New
Shares9.4K
Event2026-03-31
Filed2026-04-29
IWS
ISHARES TR
New
Shares3.1K
Event2026-03-31
Filed2026-04-29
IJR
ISHARES TR
New
Shares3.7K
Event2026-03-31
Filed2026-04-29
JMSI
J P MORGAN EXCHANGE TRADED F
New
Shares9.2K
Event2026-03-31
Filed2026-04-29
MDYG
SPDR SERIES TRUST
New
Shares4.8K
Event2026-03-31
Filed2026-04-29
ADP
AUTOMATIC DATA PROCESSING IN
-5.56%
Shares2.2K
Event2026-03-31
Filed2026-04-29
XYL
XYLEM INC
9.73%
Shares3.8K
Event2026-03-31
Filed2026-04-29
IMFL
INVESCO EXCH TRD SLF IDX FD
New
Shares14.3K
Event2026-03-31
Filed2026-04-29
SFLR
INNOVATOR ETFS TRUST
-1.69%
Shares12.7K
Event2026-03-31
Filed2026-04-29
XFIV
BONDBLOXX ETF TRUST
-3.68%
Shares9.1K
Event2026-03-31
Filed2026-04-29
RSPG
INVESCO EXCHANGE TRADED FD T
New
Shares4.0K
Event2026-03-31
Filed2026-04-29
HYGV
FLEXSHARES TR
67.98%
Shares10.7K
Event2026-03-31
Filed2026-04-29
IJT
ISHARES TR
55.65%
Shares2.9K
Event2026-03-31
Filed2026-04-29
CHRW
C H ROBINSON WORLDWIDE IN
-0.28%
Shares2.5K
Event2026-03-31
Filed2026-04-29
SPSM
SPDR SERIES TRUST
New
Shares8.6K
Event2026-03-31
Filed2026-04-29
SNDA
SONIDA SENIOR LIVING INC
New
Shares12.9K
Event2026-03-31
Filed2026-04-29
ISHARES GOLD TR
ISHARES GOLD TR
0.69%
Shares4.7K
Event2026-03-31
Filed2026-04-29
SLYV
SPDR SERIES TRUST
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
PEG
PUBLIC SVC ENTERPRISE GROUP
New
Shares5.0K
Event2026-03-31
Filed2026-04-29
EATON CORP PLC
EATON CORP PLC
-72.37%
Shares1.1K
Event2026-03-31
Filed2026-04-29
RAAX
VANECK ETF TRUST
New
Shares9.9K
Event2026-03-31
Filed2026-04-29
FIW
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares3.9K
Event2026-03-31
Filed2026-04-29
IAPR
INNOVATOR ETFS TRUST
-0.77%
Shares12.4K
Event2026-03-31
Filed2026-04-29
F
FORD MTR CO
1.67%
Shares33.8K
Event2026-03-31
Filed2026-04-29
SCHG
SCHWAB STRATEGIC TR
-17.35%
Shares13.3K
Event2026-03-31
Filed2026-04-29
IOCT
INNOVATOR ETFS TRUST
-1.06%
Shares11.0K
Event2026-03-31
Filed2026-04-29
TRV
TRAVELERS COMPANIES INC
-2.44%
Shares1.3K
Event2026-03-31
Filed2026-04-29
IJUL
INNOVATOR ETFS TRUST
-1.12%
Shares11.4K
Event2026-03-31
Filed2026-04-29
DHR
DANAHER CORP DEL
7.60%
Shares2.0K
Event2026-03-31
Filed2026-04-29
IJAN
INNOVATOR ETFS TRUST
-1.16%
Shares10.6K
Event2026-03-31
Filed2026-04-29
PIT
VANECK ETF TRUST
New
Shares5.3K
Event2026-03-31
Filed2026-04-29
OUNZ
VANECK MERK GOLD ETF
New
Shares8.5K
Event2026-03-31
Filed2026-04-29
IREN
IREN LIMITED
New
Shares11.1K
Event2026-03-31
Filed2026-04-29
VBK
VANGUARD INDEX FDS
1.79%
Shares1.3K
Event2026-03-31
Filed2026-04-29
PMAY
INNOVATOR ETFS TRUST
-2.59%
Shares9.5K
Event2026-03-31
Filed2026-04-29
QCOM
QUALCOMM INC
New
Shares2.9K
Event2026-03-31
Filed2026-04-29
SLYG
SPDR SERIES TRUST
New
Shares3.9K
Event2026-03-31
Filed2026-04-29
IGM
ISHARES TR
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-29
SCHI
SCHWAB STRATEGIC TR
-3.61%
Shares16.2K
Event2026-03-31
Filed2026-04-29
PFEB
INNOVATOR ETFS TRUST
-2.32%
Shares9.1K
Event2026-03-31
Filed2026-04-29
VEU
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-29
VLO
VALERO ENERGY CORP
New
Shares1.5K
Event2026-03-31
Filed2026-04-29
TOPT
ISHARES TR
28.38%
Shares12.6K
Event2026-03-31
Filed2026-04-29
AMP
AMERIPRISE FINL INC
New
Shares803
Event2026-03-31
Filed2026-04-29
WM
WASTE MGMT INC DEL
21.09%
Shares1.5K
Event2026-03-31
Filed2026-04-29
GM
GENERAL MTRS CO
12.54%
Shares4.7K
Event2026-03-31
Filed2026-04-29
LULU
LULULEMON ATHLETICA INC
-43.65%
Shares2.3K
Event2026-03-31
Filed2026-04-29
SHOP
SHOPIFY INC
-7.53%
Shares2.9K
Event2026-03-31
Filed2026-04-29
LYV
LIVE NATION ENTERTAINMENT IN
40.63%
Shares2.3K
Event2026-03-31
Filed2026-04-29
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares549
Event2026-03-31
Filed2026-04-29
AVIG
AMERICAN CENTY ETF TR
-4.30%
Shares8.1K
Event2026-03-31
Filed2026-04-29
XSVN
BONDBLOXX ETF TRUST
-18.64%
Shares7.1K
Event2026-03-31
Filed2026-04-29
BNDC
FLEXSHARES TR
21.79%
Shares15.1K
Event2026-03-31
Filed2026-04-29
INOD
INNODATA INC
New
Shares8.7K
Event2026-03-31
Filed2026-04-29
XLI
SELECT SECTOR SPDR TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-29
SCHZ
SCHWAB STRATEGIC TR
-13.67%
Shares14.2K
Event2026-03-31
Filed2026-04-29
MPC
MARATHON PETE CORP
2.36%
Shares1.3K
Event2026-03-31
Filed2026-04-29
DDWM
WISDOMTREE TR
New
Shares7.4K
Event2026-03-31
Filed2026-04-29
AVIV
AMERICAN CENTY ETF TR
New
Shares4.4K
Event2026-03-31
Filed2026-04-29
CIEN
CIENA CORP
-21.41%
Shares837
Event2026-03-31
Filed2026-04-29
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
GUNR
FLEXSHARES TR
New
Shares5.8K
Event2026-03-31
Filed2026-04-29
DOW
DOW HLDGS INC
New
Shares7.6K
Event2026-03-31
Filed2026-04-29
UAL
UNITED AIRLS HLDGS INC
New
Shares3.4K
Event2026-03-31
Filed2026-04-29
PWZ
INVESCO EXCH TRADED FD TR II
-25.21%
Shares13.2K
Event2026-03-31
Filed2026-04-29
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
RDVY
FIRST TR EXCHANGE TRADED FD
New
Shares4.6K
Event2026-03-31
Filed2026-04-29
JULJ
INNOVATOR ETFS TRUST
New
Shares12.6K
Event2026-03-31
Filed2026-04-29
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-29
APRJ
INNOVATOR ETFS TRUST
New
Shares12.6K
Event2026-03-31
Filed2026-04-29
OCTJ
INNOVATOR ETFS TRUST
New
Shares13.1K
Event2026-03-31
Filed2026-04-29
INNOVATOR ETFS TRUST
INNOVATOR ETFS TRUST
New
Shares12.7K
Event2026-03-31
Filed2026-04-29
CITIGROUP INC
CITIGROUP INC
-55.14%
Shares2.7K
Event2026-03-31
Filed2026-04-29
XLU
SELECT SECTOR SPDR TR
New
Shares6.6K
Event2026-03-31
Filed2026-04-29
SPOT
SPOTIFY TECHNOLOGY S A
32.62%
Shares618
Event2026-03-31
Filed2026-04-29
EJUL
INNOVATOR ETFS TRUST
-0.91%
Shares10.0K
Event2026-03-31
Filed2026-04-29
FETH
FIDELITY ETHEREUM FD
New
Shares14.3K
Event2026-03-31
Filed2026-04-29
SLV
ISHARES SILVER TR
-40.12%
Shares4.4K
Event2026-03-31
Filed2026-04-29
CINF
CINCINNATI FINL CORP
0.69%
Shares1.9K
Event2026-03-31
Filed2026-04-29
CMC
COMMERCIAL METALS CO
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-29
EJAN
INNOVATOR ETFS TRUST
-0.88%
Shares8.6K
Event2026-03-31
Filed2026-04-29
MNST
MONSTER BEVERAGE CORP NEW
21.11%
Shares4.0K
Event2026-03-31
Filed2026-04-29
XAR
SPDR SERIES TRUST
New
Shares1.2K
Event2026-03-31
Filed2026-04-29
HYD
VANECK ETF TRUST
New
Shares5.8K
Event2026-03-31
Filed2026-04-29
AXSM
AXSOME THERAPEUTICS INC.
0.71%
Shares1.7K
Event2026-03-31
Filed2026-04-29
VYM
VANGUARD WHITEHALL FDS
0.41%
Shares1.9K
Event2026-03-31
Filed2026-04-29
CMCSA
COMCAST CORP NEW
8.15%
Shares9.9K
Event2026-03-31
Filed2026-04-29
CSCO
CISCO SYS INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-29
PCAR
PACCAR INC
4.96%
Shares2.4K
Event2026-03-31
Filed2026-04-29
QTUM
ETF SER SOLUTIONS
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
OSCR
OSCAR HEALTH INC
-27.58%
Shares23.6K
Event2026-03-31
Filed2026-04-29
VLUE
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-29
TDTT
FLEXSHARES TR
New
Shares11.1K
Event2026-03-31
Filed2026-04-29
EYLD
CAMBRIA ETF TR
-33.70%
Shares6.4K
Event2026-03-31
Filed2026-04-29
JPSE
J P MORGAN EXCHANGE TRADED F
New
Shares5.0K
Event2026-03-31
Filed2026-04-29
GNMA
ISHARES TR
-0.60%
Shares5.8K
Event2026-03-31
Filed2026-04-29
EMB
ISHARES TR
-24.74%
Shares2.7K
Event2026-03-31
Filed2026-04-29
GS
GOLDMAN SACHS GROUP INC
-83.14%
Shares304
Event2026-03-31
Filed2026-04-29
NJAN
INNOVATOR ETFS TRUST
0.00%
Shares4.8K
Event2026-03-31
Filed2026-04-29
BSV
VANGUARD BD INDEX FDS
New
Shares3.2K
Event2026-03-31
Filed2026-04-29
USB
US BANCORP
18.52%
Shares4.8K
Event2026-03-31
Filed2026-04-29
UTRE
RBB FD INC
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-29
STLD
STEEL DYNAMICS INC
1.17%
Shares1.4K
Event2026-03-31
Filed2026-04-29
LW
LAMB WESTON HLDGS INC
2.18%
Shares5.9K
Event2026-03-31
Filed2026-04-29
ALL
ALLSTATE CORP
6.70%
Shares1.2K
Event2026-03-31
Filed2026-04-29
MAGS
LISTED FDS TR
9.98%
Shares4.2K
Event2026-03-31
Filed2026-04-29
RODM
LATTICE STRATEGIES TR
-0.45%
Shares6.2K
Event2026-03-31
Filed2026-04-29
SPDR SERIES TRUST
SPDR SERIES TRUST
New
Shares2.5K
Event2026-03-31
Filed2026-04-29
IMAX
IMAX CORP
0.70%
Shares6.4K
Event2026-03-31
Filed2026-04-29
VO
VANGUARD INDEX FDS
New
Shares838
Event2026-03-31
Filed2026-04-29
OKLO
OKLO INC
New
Shares4.8K
Event2026-03-31
Filed2026-04-29
SDD
PROSHARES TR
0.00%
Shares20.5K
Event2026-03-31
Filed2026-04-29
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
New
Shares1.2K
Event2026-03-31
Filed2026-04-29
FVAL
FIDELITY COVINGTON TRUST
New
Shares3.3K
Event2026-03-31
Filed2026-04-29
FDEC
FIRST TR EXCHNG TRADED FD VI
-8.25%
Shares4.5K
Event2026-03-31
Filed2026-04-29
DDEC
FIRST TR EXCHNG TRADED FD VI
-5.34%
Shares5.1K
Event2026-03-31
Filed2026-04-29
GLOF
ISHARES TR
New
Shares4.3K
Event2026-03-31
Filed2026-04-29
LAZARD ACTIVE ETF TR
LAZARD ACTIVE ETF TR
-7.22%
Shares8.5K
Event2026-03-31
Filed2026-04-29
PJUN
INNOVATOR ETFS TRUST
0.00%
Shares5.2K
Event2026-03-31
Filed2026-04-29
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-29
RY
ROYAL BK CDA
8.90%
Shares1.3K
Event2026-03-31
Filed2026-04-29
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.04%
Shares4.7K
Event2026-03-31
Filed2026-04-29
NVR
NVR INC
17.86%
Shares33
Event2026-03-31
Filed2026-04-29
IBDU
ISHARES TR
New
Shares9.3K
Event2026-03-31
Filed2026-04-29
CRWV
COREWEAVE INC
New
Shares2.8K
Event2026-03-31
Filed2026-04-29
DIAL
COLUMBIA ETF TR I
0.00%
Shares11.8K
Event2026-03-31
Filed2026-04-29
FUNDVANTAGE TR
FUNDVANTAGE TR
New
Shares9.3K
Event2026-03-31
Filed2026-04-29
IJS
ISHARES TR
New
Shares1.8K
Event2026-03-31
Filed2026-04-29
GPRE
GREEN PLAINS INC
8.91%
Shares12.7K
Event2026-03-31
Filed2026-04-29
IFRA
ISHARES TR
New
Shares3.6K
Event2026-03-31
Filed2026-04-29
KKR & CO INC
KKR & CO INC
New
Shares2.2K
Event2026-03-31
Filed2026-04-29
IXN
ISHARES TR
New
Shares2.0K
Event2026-03-31
Filed2026-04-29
EEM
ISHARES TR
New
Shares3.5K
Event2026-03-31
Filed2026-04-29
VLY
VALLEY NATL BANCORP
0.00%
Shares15.8K
Event2026-03-31
Filed2026-04-29
QUBT
QUANTUM COMPUTING INC
New
Shares27.2K
Event2026-03-31
Filed2026-04-29
CAG
CONAGRA BRANDS INC
3.01%
Shares11.2K
Event2026-03-31
Filed2026-04-29
DCTH
DELCATH SYS INC
0.00%
Shares17.4K
Event2026-03-31
Filed2026-04-29
MSIF
MSC INCOME FUND INC
-3.79%
Shares11.7K
Event2026-03-31
Filed2026-04-29
AGNC
AGNC INVT CORP
10.57%
Shares11.7K
Event2026-03-31
Filed2026-04-29
IBRX
IMMUNITYBIO INC
0.00%
Shares13.7K
Event2026-03-31
Filed2026-04-29
IMSR
TERRESTRIAL ENERGY INC
New
Shares10.2K
Event2026-03-31
Filed2026-04-29
RR
RICHTECH ROBOTICS INC
-84.36%
Shares20.8K
Event2026-03-31
Filed2026-04-29

Call Option Holdings
IBRX Call
IMMUNITYBIO INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-29

Put Option Holdings
GLD Put
SPDR GOLD TR
New
Shares2.3K
Event2026-03-31
Filed2026-04-29
TSLA Put
TESLA INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-29
WealthPlan Investment Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo