The Analysis of WealthShield Partners, LLC's Holdings & P&L


Currently, WealthShield Partners, LLC holds 607 types of securities in its portfolio with a total value $897.5M. In the most recent quarter, they have increased their positions in EFG (+50.8K shares, valued at $5.7M), IVV (+7.4K shares, valued at $4.9M), IDEF (+134.6K shares, valued at $4.4M); decreased their positions in OEF (-28.5K shares, valued at $9.1M), ITA (-12.8K shares, valued at $2.8M), DYNF (-41.6K shares, valued at $2.4M); initiated new positions in IDEF (+134.6K shares, valued at $4.4M), BLCR (+96.3K shares, valued at $4.0M), FANG (+16.8K shares, valued at $3.3M).


1M P&L
+13.1M+1.45%
3M P&L
-85.9M-8.55%
HY P&L
-49.3M-5.09%

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/A583.3M
69.7%
2Semiconductors21.1M
2.5%
3Software - Infrastructure20.7M
2.5%

Top Industries by Stock Count

1N/A447 stocks
78.3%
2Semiconductors7 stocks
1.2%
3Drug Manufacturers - General6 stocks
1.1%
Stock Holdings
IVV
ISHARES TR
16.00%
Shares54.0K
Event2026-03-31
Filed2026-05-01
SCHF
SCHWAB STRATEGIC TR
3.33%
Shares832.8K
Event2026-03-31
Filed2026-05-01
IEMG
ISHARES INC
-5.99%
Shares288.4K
Event2026-03-31
Filed2026-05-01
AAPL
APPLE INC
-0.54%
Shares75.3K
Event2026-03-31
Filed2026-05-01
IVW
ISHARES TR
5.23%
Shares154.9K
Event2026-03-31
Filed2026-05-01
IVE
ISHARES TR
-6.09%
Shares80.3K
Event2026-03-31
Filed2026-05-01
MGK
VANGUARD WORLD FD
-1.55%
Shares44.0K
Event2026-03-31
Filed2026-05-01
SCHG
SCHWAB STRATEGIC TR
-1.15%
Shares512.2K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORPORATION
-0.13%
Shares81.8K
Event2026-03-31
Filed2026-05-01
DYNF
BLACKROCK ETF TRUST
-15.34%
Shares229.4K
Event2026-03-31
Filed2026-05-01
IUSB
ISHARES TR
3.33%
Shares286.3K
Event2026-03-31
Filed2026-05-01
DGRO
ISHARES TR
-0.46%
Shares185.6K
Event2026-03-31
Filed2026-05-01
MSFT
MICROSOFT CORP
7.97%
Shares34.4K
Event2026-03-31
Filed2026-05-01
VTV
VANGUARD INDEX FDS
4.50%
Shares63.9K
Event2026-03-31
Filed2026-05-01
VIG
VANGUARD SPECIALIZED FUNDS
0.39%
Shares55.0K
Event2026-03-31
Filed2026-05-01
EFV
ISHARES TR
-13.14%
Shares143.4K
Event2026-03-31
Filed2026-05-01
AMZN
AMAZON COM INC
4.99%
Shares50.4K
Event2026-03-31
Filed2026-05-01
MGV
VANGUARD WORLD FD
-0.50%
Shares70.8K
Event2026-03-31
Filed2026-05-01
BOND
PIMCO ETF TR
8.86%
Shares103.9K
Event2026-03-31
Filed2026-05-01
JPM
JPMORGAN CHASE & CO
0.69%
Shares31.4K
Event2026-03-31
Filed2026-05-01
SCHV
SCHWAB STRATEGIC TR
-15.86%
Shares287.3K
Event2026-03-31
Filed2026-05-01
BWX
SPDR SERIES TRUST
9.89%
Shares388.6K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-17.87%
Shares29.6K
Event2026-03-31
Filed2026-05-01
TLTW
ISHARES TR
8.16%
Shares375.8K
Event2026-03-31
Filed2026-05-01
MUB
ISHARES TR
28.32%
Shares75.8K
Event2026-03-31
Filed2026-05-01
VUG
VANGUARD INDEX FDS
1.74%
Shares18.0K
Event2026-03-31
Filed2026-05-01
MDYV
SPDR SERIES TRUST
1.36%
Shares88.2K
Event2026-03-31
Filed2026-05-01
SCHZ
SCHWAB STRATEGIC TR
6.95%
Shares304.7K
Event2026-03-31
Filed2026-05-01
MDYG
SPDR SERIES TRUST
0.87%
Shares71.4K
Event2026-03-31
Filed2026-05-01
EFG
ISHARES TR
481.54%
Shares61.3K
Event2026-03-31
Filed2026-05-01
QUAL
ISHARES TR
-0.45%
Shares35.5K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
BROADCOM INC
15.07%
Shares21.6K
Event2026-03-31
Filed2026-05-01
WMT
WALMART INC
-2.40%
Shares53.2K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
4.15%
Shares13.5K
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
-3.91%
Shares11.3K
Event2026-03-31
Filed2026-05-01
MTUM
ISHARES TR
2.57%
Shares26.6K
Event2026-03-31
Filed2026-05-01
SLYV
SPDR SERIES TRUST
-0.13%
Shares66.5K
Event2026-03-31
Filed2026-05-01
BAI
BLACKROCK ETF TRUST
6.17%
Shares184.0K
Event2026-03-31
Filed2026-05-01
XLK
SELECT SECTOR SPDR TR
-1.27%
Shares44.8K
Event2026-03-31
Filed2026-05-01
THRO
BLACKROCK ETF TRUST
4.04%
Shares164.3K
Event2026-03-31
Filed2026-05-01
SPY
STATE STR SPDR S&P 500 ETF T
-0.86%
Shares9.1K
Event2026-03-31
Filed2026-05-01
CITIGROUP INC
CITIGROUP INC
1.59%
Shares52.0K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-7.73%
Shares30.1K
Event2026-03-31
Filed2026-05-01
NFLX
NETFLIX INC.
-1.49%
Shares59.2K
Event2026-03-31
Filed2026-05-01
FLTR
VANECK ETF TRUST
5.12%
Shares209.1K
Event2026-03-31
Filed2026-05-01
SLYG
SPDR SERIES TRUST
-0.01%
Shares55.0K
Event2026-03-31
Filed2026-05-01
HD
HOME DEPOT INC
8.49%
Shares16.1K
Event2026-03-31
Filed2026-05-01
MCD
MCDONALDS CORP
8.02%
Shares16.8K
Event2026-03-31
Filed2026-05-01
LAM RESEARCH CORP
LAM RESEARCH CORP
-16.26%
Shares22.8K
Event2026-03-31
Filed2026-05-01
NOBL
PROSHARES TR
2.03%
Shares45.5K
Event2026-03-31
Filed2026-05-01
TT
TRANE TECHNOLOGIES PLC
1.68%
Shares11.2K
Event2026-03-31
Filed2026-05-01
UBER
UBER TECHNOLOGIES INC
-1.14%
Shares63.8K
Event2026-03-31
Filed2026-05-01
GOVT
ISHARES TR
350.78%
Shares199.5K
Event2026-03-31
Filed2026-05-01
IDEF
BLACKROCK ETF TRUST
New
Shares134.6K
Event2026-03-31
Filed2026-05-01
IUSG
ISHARES TR
-2.94%
Shares28.3K
Event2026-03-31
Filed2026-05-01
MBB
ISHARES TR
4.47%
Shares44.8K
Event2026-03-31
Filed2026-05-01
GEV
GE VERNOVA INC
693.03%
Shares4.8K
Event2026-03-31
Filed2026-05-01
CRWD
CROWDSTRIKE HLDGS INC
-31.30%
Shares10.6K
Event2026-03-31
Filed2026-05-01
AVDV
AMERICAN CENTY ETF TR
4.51%
Shares41.2K
Event2026-03-31
Filed2026-05-01
JCI
JOHNSON CONTROLS INTERNATION
-0.96%
Shares31.2K
Event2026-03-31
Filed2026-05-01
IWF
ISHARES TR
-5.08%
Shares9.5K
Event2026-03-31
Filed2026-05-01
TJX
TJX COS INC NEW
-25.48%
Shares25.3K
Event2026-03-31
Filed2026-05-01
BLCR
BLACKROCK ETF TRUST
New
Shares96.3K
Event2026-03-31
Filed2026-05-01
SCHE
SCHWAB STRATEGIC TR
-3.18%
Shares116.0K
Event2026-03-31
Filed2026-05-01
ISRG
INTUITIVE SURGICAL INC
3.22%
Shares8.1K
Event2026-03-31
Filed2026-05-01
IWC
ISHARES TR
1.95%
Shares23.1K
Event2026-03-31
Filed2026-05-01
SPYG
SPDR SERIES TRUST
-1.10%
Shares37.5K
Event2026-03-31
Filed2026-05-01
TLH
ISHARES TR
-30.37%
Shares35.3K
Event2026-03-31
Filed2026-05-01
CME
CME GROUP INC
0.60%
Shares11.8K
Event2026-03-31
Filed2026-05-01
VBR
VANGUARD INDEX FDS
0.30%
Shares15.6K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
EATON CORP PLC
0.22%
Shares9.3K
Event2026-03-31
Filed2026-05-01
FANG
DIAMONDBACK ENERGY INC
New
Shares16.8K
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
-2.13%
Shares25.0K
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
85.98%
Shares13.1K
Event2026-03-31
Filed2026-05-01
ICE
INTERCONTINENTAL EXCHANGE IN
6.74%
Shares20.4K
Event2026-03-31
Filed2026-05-01
GLD
SPDR GOLD TR
-1.70%
Shares7.3K
Event2026-03-31
Filed2026-05-01
SCHM
SCHWAB STRATEGIC TR
-2.15%
Shares100.0K
Event2026-03-31
Filed2026-05-01
VOE
VANGUARD INDEX FDS
-1.34%
Shares16.8K
Event2026-03-31
Filed2026-05-01
CMI
CUMMINS INC
-0.93%
Shares5.7K
Event2026-03-31
Filed2026-05-01
VGK
VANGUARD INTL EQUITY INDEX F
-3.75%
Shares36.8K
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
84.94%
Shares8.1K
Event2026-03-31
Filed2026-05-01
IDEV
ISHARES TR
-0.49%
Shares36.0K
Event2026-03-31
Filed2026-05-01
PANW
PALO ALTO NETWORKS INC
9.38%
Shares18.2K
Event2026-03-31
Filed2026-05-01
COST
COSTCO WHOLESALE CORPORATION
1.00%
Shares2.9K
Event2026-03-31
Filed2026-05-01
SCHA
SCHWAB STRATEGIC TR
-2.57%
Shares98.7K
Event2026-03-31
Filed2026-05-01
AGG
ISHARES TR
7.92%
Shares28.3K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-4.10%
Shares4.7K
Event2026-03-31
Filed2026-05-01
ESGD
ISHARES TR
8.81%
Shares29.3K
Event2026-03-31
Filed2026-05-01
LLY
ELI LILLY & CO
-2.88%
Shares3.0K
Event2026-03-31
Filed2026-05-01
CB
CHUBB LTD SWITZ
4.91%
Shares8.5K
Event2026-03-31
Filed2026-05-01
AMAT
APPLIED MATLS INC
492.13%
Shares8.1K
Event2026-03-31
Filed2026-05-01
IAGG
ISHARES TR
5.18%
Shares55.5K
Event2026-03-31
Filed2026-05-01
SCHX
SCHWAB STRATEGIC TR
-1.87%
Shares108.0K
Event2026-03-31
Filed2026-05-01
V
VISA INC
-40.62%
Shares9.1K
Event2026-03-31
Filed2026-05-01
PH
PARKER-HANNIFIN CORP
683.55%
Shares3.0K
Event2026-03-31
Filed2026-05-01
NXPI
NXP SEMICONDUCTORS N V
-17.40%
Shares13.5K
Event2026-03-31
Filed2026-05-01
DIM
WISDOMTREE TR
12.85%
Shares32.1K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
4.41%
Shares9.2K
Event2026-03-31
Filed2026-05-01
LMT
LOCKHEED MARTIN CORP
9.24%
Shares4.4K
Event2026-03-31
Filed2026-05-01
APH
AMPHENOL CORP
New
Shares20.5K
Event2026-03-31
Filed2026-05-01
VOT
VANGUARD INDEX FDS
-0.65%
Shares10.0K
Event2026-03-31
Filed2026-05-01
CEG
CONSTELLATION ENERGY CORP
977.22%
Shares9.2K
Event2026-03-31
Filed2026-05-01
LMUB
ISHARES TR
New
Shares51.3K
Event2026-03-31
Filed2026-05-01
LHX
L3HARRIS TECHNOLOGIES INC
-45.48%
Shares7.4K
Event2026-03-31
Filed2026-05-01
CRM
SALESFORCE INC
-7.84%
Shares13.4K
Event2026-03-31
Filed2026-05-01
WFC
WELLS FARGO & CO
5.48%
Shares31.1K
Event2026-03-31
Filed2026-05-01
UPS
UNITED PARCEL SVCS INC
5.41%
Shares25.1K
Event2026-03-31
Filed2026-05-01
SPGI
S&P GLOBAL INC
-12.56%
Shares5.7K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
4.95%
Shares4.2K
Event2026-03-31
Filed2026-05-01
BINC
BLACKROCK ETF TRUST II
-17.32%
Shares45.9K
Event2026-03-31
Filed2026-05-01
NEE
NEXTERA ENERGY INC
0.36%
Shares25.6K
Event2026-03-31
Filed2026-05-01
HPE
HEWLETT PACKARD ENTERPRISE C
3.22%
Shares97.5K
Event2026-03-31
Filed2026-05-01
VCLT
VANGUARD SCOTTSDALE FDS
6.91%
Shares30.5K
Event2026-03-31
Filed2026-05-01
ISHARES GOLD TR
ISHARES GOLD TR
-40.26%
Shares25.5K
Event2026-03-31
Filed2026-05-01
ADI
ANALOG DEVICES INC
-2.75%
Shares7.0K
Event2026-03-31
Filed2026-05-01
SPYM
SPDR SERIES TRUST
0.44%
Shares28.6K
Event2026-03-31
Filed2026-05-01
EDIV
SPDR INDEX SHS FDS
-0.08%
Shares55.4K
Event2026-03-31
Filed2026-05-01
EW
EDWARDS LIFESCIENCES CORP
2.08%
Shares27.2K
Event2026-03-31
Filed2026-05-01
MSI
MOTOROLA SOLUTIONS INC
1.30%
Shares5.0K
Event2026-03-31
Filed2026-05-01
DWX
SPDR INDEX SHS FDS
-0.42%
Shares47.2K
Event2026-03-31
Filed2026-05-01
MA
MASTERCARD INCORPORATED
17.94%
Shares4.3K
Event2026-03-31
Filed2026-05-01
CDNS
CADENCE DESIGN SYSTEM INC
2.09%
Shares7.5K
Event2026-03-31
Filed2026-05-01
TLT
ISHARES TR
-28.56%
Shares23.9K
Event2026-03-31
Filed2026-05-01
FDN
FIRST TR EXCHANGE-TRADED FD
-2.71%
Shares8.8K
Event2026-03-31
Filed2026-05-01
IJS
ISHARES TR
4.10%
Shares17.3K
Event2026-03-31
Filed2026-05-01
SCHD
SCHWAB STRATEGIC TR
-0.10%
Shares66.5K
Event2026-03-31
Filed2026-05-01
IJR
ISHARES TR
-1.45%
Shares16.0K
Event2026-03-31
Filed2026-05-01
O
REALTY INCOME CORP
19.15%
Shares32.3K
Event2026-03-31
Filed2026-05-01
GILD
GILEAD SCIENCES INC
-1.19%
Shares13.9K
Event2026-03-31
Filed2026-05-01
XLF
SELECT SECTOR SPDR TR
0.46%
Shares38.4K
Event2026-03-31
Filed2026-05-01
UNP
UNION PAC CORP
0.60%
Shares7.7K
Event2026-03-31
Filed2026-05-01
XOM
EXXON MOBIL CORP
-9.33%
Shares10.9K
Event2026-03-31
Filed2026-05-01
MPC
MARATHON PETE CORP
-2.58%
Shares7.5K
Event2026-03-31
Filed2026-05-01
BND
VANGUARD BD INDEX FDS
-44.26%
Shares24.4K
Event2026-03-31
Filed2026-05-01
DLR
DIGITAL RLTY TR INC
-44.93%
Shares9.9K
Event2026-03-31
Filed2026-05-01
IWM
ISHARES TR
-3.98%
Shares7.2K
Event2026-03-31
Filed2026-05-01
CTRE
CARETRUST REIT INC
-0.17%
Shares48.3K
Event2026-03-31
Filed2026-05-01
IQV
IQVIA HLDGS INC
New
Shares10.2K
Event2026-03-31
Filed2026-05-01
UNH
UNITEDHEALTH GROUP INC
-51.94%
Shares6.4K
Event2026-03-31
Filed2026-05-01
ETR
ENTERGY CORP NEW
29.94%
Shares14.9K
Event2026-03-31
Filed2026-05-01
TFI
SPDR SERIES TRUST
-44.06%
Shares36.2K
Event2026-03-31
Filed2026-05-01
PTLC
PACER FDS TR
-1.76%
Shares30.8K
Event2026-03-31
Filed2026-05-01
VWO
VANGUARD INTL EQUITY INDEX F
1.89%
Shares29.0K
Event2026-03-31
Filed2026-05-01
IJH
ISHARES TR
-1.33%
Shares23.0K
Event2026-03-31
Filed2026-05-01
SPYV
SPDR SERIES TRUST
-2.20%
Shares27.2K
Event2026-03-31
Filed2026-05-01
IXUS
ISHARES TR
0.24%
Shares17.7K
Event2026-03-31
Filed2026-05-01
WDIV
SPDR INDEX SHS FDS
0.70%
Shares19.2K
Event2026-03-31
Filed2026-05-01
VEU
VANGUARD INTL EQUITY INDEX F
1.25%
Shares19.6K
Event2026-03-31
Filed2026-05-01
NUSC
NUSHARES ETF TR
7.36%
Shares32.6K
Event2026-03-31
Filed2026-05-01
IDXX
IDEXX LABS INC
-1.33%
Shares2.6K
Event2026-03-31
Filed2026-05-01
OEF
ISHARES TR
-86.18%
Shares4.6K
Event2026-03-31
Filed2026-05-01
FNDF
SCHWAB STRATEGIC TR
-2.42%
Shares29.6K
Event2026-03-31
Filed2026-05-01
PG
PROCTER & GAMBLE CO
-1.67%
Shares9.9K
Event2026-03-31
Filed2026-05-01
MEDTRONIC PLC
MEDTRONIC PLC
New
Shares16.1K
Event2026-03-31
Filed2026-05-01
NULV
NUSHARES ETF TR
8.51%
Shares30.2K
Event2026-03-31
Filed2026-05-01
XLU
SELECT SECTOR SPDR TR
0.03%
Shares28.7K
Event2026-03-31
Filed2026-05-01
DON
WISDOMTREE TR
-0.29%
Shares24.7K
Event2026-03-31
Filed2026-05-01
USCI
UNITED STS COMMODITY INDEX F
1.14%
Shares13.4K
Event2026-03-31
Filed2026-05-01
IGM
ISHARES TR
0.02%
Shares10.8K
Event2026-03-31
Filed2026-05-01
SHY
ISHARES TR
4.79%
Shares15.4K
Event2026-03-31
Filed2026-05-01
SUSC
ISHARES TR
9.64%
Shares55.1K
Event2026-03-31
Filed2026-05-01
T
AT&T INC
1.18%
Shares43.7K
Event2026-03-31
Filed2026-05-01
MINO
PIMCO ETF TR
16.90%
Shares27.8K
Event2026-03-31
Filed2026-05-01
VEA
VANGUARD TAX-MANAGED FDS
-0.22%
Shares19.4K
Event2026-03-31
Filed2026-05-01
VTEB
VANGUARD MUN BD FDS
6.12%
Shares24.8K
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORPORATION
-1.96%
Shares5.9K
Event2026-03-31
Filed2026-05-01
PCEF
INVESCO EXCH TRADED FD TR II
2.22%
Shares64.6K
Event2026-03-31
Filed2026-05-01
EFA
ISHARES TR
-3.33%
Shares12.3K
Event2026-03-31
Filed2026-05-01
NULG
NUSHARES ETF TR
8.06%
Shares13.0K
Event2026-03-31
Filed2026-05-01
ABBV
ABBVIE INC
0.09%
Shares5.4K
Event2026-03-31
Filed2026-05-01
SGVT
SCHWAB STRATEGIC TR
100.66%
Shares11.5K
Event2026-03-31
Filed2026-05-01
ESGE
ISHARES INC
6.79%
Shares24.6K
Event2026-03-31
Filed2026-05-01
IJJ
ISHARES TR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-01
IBIT
ISHARES BITCOIN TRUST ETF
-15.59%
Shares28.1K
Event2026-03-31
Filed2026-05-01
ACIO
ETF SER SOLUTIONS
0.54%
Shares25.5K
Event2026-03-31
Filed2026-05-01
VZ
VERIZON COMMUNICATIONS INC
-57.04%
Shares21.3K
Event2026-03-31
Filed2026-05-01
TFC
TRUIST FINL CORP
-11.43%
Shares23.1K
Event2026-03-31
Filed2026-05-01
IBM
INTERNATIONAL BUSINESS MACHS
5.41%
Shares4.4K
Event2026-03-31
Filed2026-05-01
PHB
INVESCO EXCH TRADED FD TR II
0.93%
Shares58.8K
Event2026-03-31
Filed2026-05-01
VB
VANGUARD INDEX FDS
4.08%
Shares4.0K
Event2026-03-31
Filed2026-05-01
JQUA
J P MORGAN EXCHANGE TRADED F
0.33%
Shares16.9K
Event2026-03-31
Filed2026-05-01
PEP
PEPSICO INC
-40.63%
Shares6.7K
Event2026-03-31
Filed2026-05-01
ITOT
ISHARES TR
-0.18%
Shares7.3K
Event2026-03-31
Filed2026-05-01
LQD
ISHARES TR
5.32%
Shares9.5K
Event2026-03-31
Filed2026-05-01
DES
WISDOMTREE TR
-0.97%
Shares28.1K
Event2026-03-31
Filed2026-05-01
IWD
ISHARES TR
-19.62%
Shares4.7K
Event2026-03-31
Filed2026-05-01
VTI
VANGUARD INDEX FDS
3.29%
Shares3.1K
Event2026-03-31
Filed2026-05-01
IEFA
ISHARES TR
22.59%
Shares11.1K
Event2026-03-31
Filed2026-05-01
SYSB
ISHARES TR
5.64%
Shares11.2K
Event2026-03-31
Filed2026-05-01
BAC
BANK AMERICA CORP
0.01%
Shares20.2K
Event2026-03-31
Filed2026-05-01
HDV
ISHARES TR
0.25%
Shares7.2K
Event2026-03-31
Filed2026-05-01
IJK
ISHARES TR
-1.02%
Shares9.7K
Event2026-03-31
Filed2026-05-01
ASGI
ABRDN GLOBAL INFRA INCOME FU
-0.19%
Shares42.7K
Event2026-03-31
Filed2026-05-01
FBT
FIRST TR EXCHANGE-TRADED FD
-2.66%
Shares4.7K
Event2026-03-31
Filed2026-05-01
NUMV
NUSHARES ETF TR
8.81%
Shares23.5K
Event2026-03-31
Filed2026-05-01
UAUG
INNOVATOR ETFS TRUST
-14.59%
Shares22.8K
Event2026-03-31
Filed2026-05-01
USFR
WISDOMTREE TR
-47.51%
Shares17.5K
Event2026-03-31
Filed2026-05-01
PID
INVESCO EXCHANGE TRADED FD T
-1.69%
Shares39.5K
Event2026-03-31
Filed2026-05-01
SPDW
SPDR INDEX SHS FDS
1.43%
Shares19.1K
Event2026-03-31
Filed2026-05-01
PWR
QUANTA SVCS INC
-1.68%
Shares1.6K
Event2026-03-31
Filed2026-05-01
RTX
RTX CORPORATION
-0.21%
Shares4.3K
Event2026-03-31
Filed2026-05-01
KO
COCA COLA CO
-45.27%
Shares11.0K
Event2026-03-31
Filed2026-05-01
VGLT
VANGUARD SCOTTSDALE FDS
1.36%
Shares15.1K
Event2026-03-31
Filed2026-05-01
PFE
PFIZER INC
9.90%
Shares29.2K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
1.76%
Shares1.2K
Event2026-03-31
Filed2026-05-01
GS
GOLDMAN SACHS GROUP INC
4.91%
Shares961
Event2026-03-31
Filed2026-05-01
IJT
ISHARES TR
-2.03%
Shares5.6K
Event2026-03-31
Filed2026-05-01
VBK
VANGUARD INDEX FDS
4.37%
Shares2.7K
Event2026-03-31
Filed2026-05-01
SCHH
SCHWAB STRATEGIC TR
1.55%
Shares35.4K
Event2026-03-31
Filed2026-05-01
NUMG
NUSHARES ETF TR
10.21%
Shares18.5K
Event2026-03-31
Filed2026-05-01
EEM
ISHARES TR
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-01
SUSA
ISHARES TR
-12.66%
Shares5.6K
Event2026-03-31
Filed2026-05-01
BA
BOEING CO
-1.01%
Shares3.7K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-2.18%
Shares15.3K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
MERCK & CO INC
1.04%
Shares5.9K
Event2026-03-31
Filed2026-05-01
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-01
UDEC
INNOVATOR ETFS TRUST
0.00%
Shares18.1K
Event2026-03-31
Filed2026-05-01
BMY
BRISTOL-MYERS SQUIBB CO
6.03%
Shares11.6K
Event2026-03-31
Filed2026-05-01
ESGU
ISHARES TR
-19.03%
Shares4.9K
Event2026-03-31
Filed2026-05-01
OMAH
TIDAL TRUST III
New
Shares38.7K
Event2026-03-31
Filed2026-05-01
VONE
VANGUARD SCOTTSDALE FDS
3.58%
Shares2.3K
Event2026-03-31
Filed2026-05-01
FIRST CTZNS BANCSHARES INC D
FIRST CTZNS BANCSHARES INC D
0.00%
Shares352
Event2026-03-31
Filed2026-05-01
VNQ
VANGUARD INDEX FDS
-0.54%
Shares7.3K
Event2026-03-31
Filed2026-05-01
SLV
ISHARES SILVER TR
-14.37%
Shares9.3K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
GE AEROSPACE
0.45%
Shares2.2K
Event2026-03-31
Filed2026-05-01
LQDW
ISHARES TR
2.28%
Shares25.7K
Event2026-03-31
Filed2026-05-01
DSI
ISHARES TR
-4.11%
Shares5.0K
Event2026-03-31
Filed2026-05-01
PLTR
PALANTIR TECHNOLOGIES INC
-9.47%
Shares4.1K
Event2026-03-31
Filed2026-05-01
EMNT
PIMCO ETF TR
3.37%
Shares6.0K
Event2026-03-31
Filed2026-05-01
VPL
VANGUARD INTL EQUITY INDEX F
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-01
BAUG
INNOVATOR ETFS TRUST
0.00%
Shares11.8K
Event2026-03-31
Filed2026-05-01
JPST
J P MORGAN EXCHANGE TRADED F
-2.53%
Shares11.2K
Event2026-03-31
Filed2026-05-01
AMD
ADVANCED MICRO DEVICES INC
11.33%
Shares2.8K
Event2026-03-31
Filed2026-05-01
SPIB
SPDR SERIES TRUST
0.63%
Shares16.7K
Event2026-03-31
Filed2026-05-01
QCOM
QUALCOMM INC
-0.14%
Shares4.4K
Event2026-03-31
Filed2026-05-01
NFJ
VIRTUS DIVIDEND INTEREST & P
-9.10%
Shares44.4K
Event2026-03-31
Filed2026-05-01
ITA
ISHARES TR
-83.92%
Shares2.4K
Event2026-03-31
Filed2026-05-01
XSOE
WISDOMTREE TR
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-01
VV
VANGUARD INDEX FDS
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-01
IEF
ISHARES TR
-5.41%
Shares5.5K
Event2026-03-31
Filed2026-05-01
UAPR
INNOVATOR ETFS TRUST
0.00%
Shares15.2K
Event2026-03-31
Filed2026-05-01
PSX
PHILLIPS 66
-6.06%
Shares2.8K
Event2026-03-31
Filed2026-05-01
MU
MICRON TECHNOLOGY INC
6.58%
Shares1.5K
Event2026-03-31
Filed2026-05-01
EMB
ISHARES TR
-64.22%
Shares5.3K
Event2026-03-31
Filed2026-05-01
BJUN
INNOVATOR ETFS TRUST
0.00%
Shares10.7K
Event2026-03-31
Filed2026-05-01
TEVA
TEVA PHARMACEUTICAL INDS LTD
-1.04%
Shares15.8K
Event2026-03-31
Filed2026-05-01
DIVO
AMPLIFY ETF TR
22.68%
Shares10.6K
Event2026-03-31
Filed2026-05-01
MS
MORGAN STANLEY
-0.22%
Shares2.8K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-4.77%
Shares9.8K
Event2026-03-31
Filed2026-05-01
EUSA
ISHARES INC
-1.28%
Shares4.4K
Event2026-03-31
Filed2026-05-01
JEPQ
J P MORGAN EXCHANGE TRADED F
26.59%
Shares7.9K
Event2026-03-31
Filed2026-05-01
VSS
VANGUARD INTL EQUITY INDEX F
18.37%
Shares3.0K
Event2026-03-31
Filed2026-05-01
DGX
QUEST DIAGNOSTICS INC
-3.69%
Shares2.2K
Event2026-03-31
Filed2026-05-01
ICVT
ISHARES TR
-48.31%
Shares4.2K
Event2026-03-31
Filed2026-05-01
VTWG
VANGUARD SCOTTSDALE FDS
-15.75%
Shares1.8K
Event2026-03-31
Filed2026-05-01
UNOV
INNOVATOR ETFS TRUST
-8.23%
Shares11.3K
Event2026-03-31
Filed2026-05-01
VT
VANGUARD INTL EQUITY INDEX F
0.40%
Shares3.0K
Event2026-03-31
Filed2026-05-01
IYW
ISHARES TR
-47.20%
Shares2.3K
Event2026-03-31
Filed2026-05-01
IWR
ISHARES TR
-55.69%
Shares4.3K
Event2026-03-31
Filed2026-05-01
BTZ
BLACKROCK CR ALLOCATION
-16.73%
Shares41.1K
Event2026-03-31
Filed2026-05-01
VO
VANGUARD INDEX FDS
4.08%
Shares1.4K
Event2026-03-31
Filed2026-05-01
DFAC
DIMENSIONAL ETF TRUST
0.14%
Shares10.4K
Event2026-03-31
Filed2026-05-01
AXP
AMERICAN EXPRESS CO
0.38%
Shares1.3K
Event2026-03-31
Filed2026-05-01
RMT
ROYCE MICRO-CAP TR INC
-1.05%
Shares34.5K
Event2026-03-31
Filed2026-05-01
ADP
AUTOMATIC DATA PROCESSING IN
-0.16%
Shares1.9K
Event2026-03-31
Filed2026-05-01
AEP
AMERICAN ELEC PWR CO INC
0.48%
Shares2.9K
Event2026-03-31
Filed2026-05-01
MCK
MCKESSON CORP
New
Shares435
Event2026-03-31
Filed2026-05-01
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares801
Event2026-03-31
Filed2026-05-01
VRP
INVESCO EXCH TRADED FD TR II
0.00%
Shares15.4K
Event2026-03-31
Filed2026-05-01
PNOV
INNOVATOR ETFS TRUST
0.00%
Shares9.0K
Event2026-03-31
Filed2026-05-01
AADR
ADVISORSHARES TR
30.61%
Shares4.5K
Event2026-03-31
Filed2026-05-01
KAUG
INNOVATOR ETFS TRUST
0.00%
Shares13.4K
Event2026-03-31
Filed2026-05-01
ARKK
ARK ETF TR
-0.66%
Shares5.3K
Event2026-03-31
Filed2026-05-01
EWJ
ISHARES INC
2.14%
Shares4.2K
Event2026-03-31
Filed2026-05-01
CSCO
CISCO SYS INC
3.56%
Shares4.5K
Event2026-03-31
Filed2026-05-01
HON
HONEYWELL INTL INC
-0.13%
Shares1.5K
Event2026-03-31
Filed2026-05-01
VCSH
VANGUARD SCOTTSDALE FDS
-7.82%
Shares4.3K
Event2026-03-31
Filed2026-05-01
PPL
PPL CORP
0.02%
Shares8.9K
Event2026-03-31
Filed2026-05-01
SUB
ISHARES TR
1.38%
Shares3.2K
Event2026-03-31
Filed2026-05-01
HYMB
SPDR SERIES TRUST
17.90%
Shares13.5K
Event2026-03-31
Filed2026-05-01
WELL
WELLTOWER INC
-0.18%
Shares1.7K
Event2026-03-31
Filed2026-05-01
PM
PHILIP MORRIS INTL INC
-31.15%
Shares2.0K
Event2026-03-31
Filed2026-05-01
PWV
INVESCO EXCHANGE TRADED FD T
-15.77%
Shares4.8K
Event2026-03-31
Filed2026-05-01
DE
DEERE & CO
0.00%
Shares582
Event2026-03-31
Filed2026-05-01
SGOV
ISHARES TR
New
Shares3.2K
Event2026-03-31
Filed2026-05-01
LNG
CHENIERE ENERGY INC
0.98%
Shares1.1K
Event2026-03-31
Filed2026-05-01
FDX
FEDEX CORP
-4.46%
Shares878
Event2026-03-31
Filed2026-05-01
LOW
LOWES COS INC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
STIP
ISHARES TR
2.93%
Shares3.0K
Event2026-03-31
Filed2026-05-01
MMM
3M CO
0.33%
Shares2.1K
Event2026-03-31
Filed2026-05-01
BP
BP PLC
New
Shares6.5K
Event2026-03-31
Filed2026-05-01
BK
BANK NEW YORK MELLON CORP
-0.08%
Shares2.5K
Event2026-03-31
Filed2026-05-01
PFEB
INNOVATOR ETFS TRUST
0.00%
Shares7.5K
Event2026-03-31
Filed2026-05-01
UFEB
INNOVATOR ETFS TRUST
32.42%
Shares8.3K
Event2026-03-31
Filed2026-05-01
USMV
ISHARES TR
-0.37%
Shares3.2K
Event2026-03-31
Filed2026-05-01
IWP
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-01
ORCL
ORACLE CORP
-22.48%
Shares2.0K
Event2026-03-31
Filed2026-05-01
CEF
SPROTT ASSET MANAGEMENT LP
-13.35%
Shares6.1K
Event2026-03-31
Filed2026-05-01
SRLN
SSGA ACTIVE ETF TR
-0.06%
Shares7.2K
Event2026-03-31
Filed2026-05-01
MLM
MARTIN MARIETTA MATLS INC
New
Shares491
Event2026-03-31
Filed2026-05-01
SBUX
STARBUCKS CORP
0.53%
Shares3.2K
Event2026-03-31
Filed2026-05-01
SCHW
SCHWAB CHARLES CORP
-0.24%
Shares2.9K
Event2026-03-31
Filed2026-05-01
CAH
CARDINAL HEALTH INC
1.57%
Shares1.3K
Event2026-03-31
Filed2026-05-01
SMB
VANECK ETF TRUST
0.00%
Shares15.8K
Event2026-03-31
Filed2026-05-01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
5.52%
Shares803
Event2026-03-31
Filed2026-05-01
ABT
ABBOTT LABORATORIES
-3.89%
Shares2.5K
Event2026-03-31
Filed2026-05-01
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares380
Event2026-03-31
Filed2026-05-01
VXUS
VANGUARD STAR FDS
1.03%
Shares3.3K
Event2026-03-31
Filed2026-05-01
XMPT
VANECK ETF TRUST
30.81%
Shares11.9K
Event2026-03-31
Filed2026-05-01
VTWO
VANGUARD SCOTTSDALE FDS
2.54%
Shares2.5K
Event2026-03-31
Filed2026-05-01
RY
ROYAL BK CDA
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-01
IWS
ISHARES TR
-56.25%
Shares1.7K
Event2026-03-31
Filed2026-05-01
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
SO
SOUTHERN CO
-0.19%
Shares2.6K
Event2026-03-31
Filed2026-05-01
QQQX
NUVEEN NASDAQ 100 DYNAMIC OV
26.34%
Shares9.2K
Event2026-03-31
Filed2026-05-01
MDY
STATE STR SPDR S&P MIDCAP 40
-0.51%
Shares392
Event2026-03-31
Filed2026-05-01
DIS
DISNEY WALT CO
8.21%
Shares2.5K
Event2026-03-31
Filed2026-05-01
FLLA
FRANKLIN TEMPLETON ETF TR
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-01
PDEC
INNOVATOR ETFS TRUST
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-01
AVES
AMERICAN CENTY ETF TR
-8.80%
Shares3.9K
Event2026-03-31
Filed2026-05-01
SCHB
SCHWAB STRATEGIC TR
-2.39%
Shares9.3K
Event2026-03-31
Filed2026-05-01
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares1.2K
Event2026-03-31
Filed2026-05-01
WMB
WILLIAMS COS INC
New
Shares3.2K
Event2026-03-31
Filed2026-05-01
EMXC
ISHARES INC
-3.23%
Shares2.9K
Event2026-03-31
Filed2026-05-01
SPLB
SPDR SERIES TRUST
0.58%
Shares10.3K
Event2026-03-31
Filed2026-05-01
ZBH
ZIMMER BIOMET HOLDINGS INC
0.04%
Shares2.5K
Event2026-03-31
Filed2026-05-01
ICSH
ISHARES TR
-76.67%
Shares4.5K
Event2026-03-31
Filed2026-05-01
COF
CAPITAL ONE FINL CORP
New
Shares1.2K
Event2026-03-31
Filed2026-05-01
ACWX
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-01
LQDA
LIQUIDIA CORPORATION
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-01
GAL
SSGA ACTIVE ETF TR
-2.18%
Shares4.5K
Event2026-03-31
Filed2026-05-01
TOI
THE ONCOLOGY INSTITUTE INC
0.00%
Shares70.2K
Event2026-03-31
Filed2026-05-01
PSEP
INNOVATOR ETFS TRUST
0.65%
Shares5.0K
Event2026-03-31
Filed2026-05-01
OXY
OCCIDENTAL PETE CORP
New
Shares3.3K
Event2026-03-31
Filed2026-05-01
DIVI
FRANKLIN TEMPLETON ETF TR
0.62%
Shares5.4K
Event2026-03-31
Filed2026-05-01
ETHA
ISHARES ETHEREUM TR
-0.50%
Shares13.4K
Event2026-03-31
Filed2026-05-01
ZMAY
INNOVATOR ETFS TRUST
0.00%
Shares8.2K
Event2026-03-31
Filed2026-05-01
UJUN
INNOVATOR ETFS TRUST
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-01
DAL
DELTA AIR LINES INC
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-01
PJUL
INNOVATOR ETFS TRUST
0.00%
Shares4.5K
Event2026-03-31
Filed2026-05-01
PREF
PRINCIPAL EXCHANGE TRADED FD
0.16%
Shares10.9K
Event2026-03-31
Filed2026-05-01
DOW
DOW HLDGS INC
New
Shares4.9K
Event2026-03-31
Filed2026-05-01
AOCT
INNOVATOR ETFS TRUST
0.00%
Shares7.7K
Event2026-03-31
Filed2026-05-01
CVS
CVS HEALTH CORP
-2.00%
Shares2.8K
Event2026-03-31
Filed2026-05-01
SHM
SPDR SERIES TRUST
0.00%
Shares4.2K
Event2026-03-31
Filed2026-05-01
VCIT
VANGUARD SCOTTSDALE FDS
-0.61%
Shares2.4K
Event2026-03-31
Filed2026-05-01
TGTX
TG THERAPEUTICS INC
New
Shares6.0K
Event2026-03-31
Filed2026-05-01
VLO
VALERO ENERGY CORP
New
Shares811
Event2026-03-31
Filed2026-05-01
PHO
INVESCO EXCHANGE TRADED FD T
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-01
IWV
ISHARES TR
0.00%
Shares532
Event2026-03-31
Filed2026-05-01
VYM
VANGUARD WHITEHALL FDS
-10.28%
Shares1.3K
Event2026-03-31
Filed2026-05-01
SDY
SPDR SERIES TRUST
-3.54%
Shares1.3K
Event2026-03-31
Filed2026-05-01
NUHY
NUSHARES ETF TR
28.87%
Shares9.2K
Event2026-03-31
Filed2026-05-01
FTEC
FIDELITY COVINGTON TRUST
-6.74%
Shares913
Event2026-03-31
Filed2026-05-01
FDRR
FIDELITY COVINGTON TRUST
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-01
PFF
ISHARES TR
0.59%
Shares6.2K
Event2026-03-31
Filed2026-05-01
HBAN
HUNTINGTON BANCSHARES INC
0.24%
Shares11.9K
Event2026-03-31
Filed2026-05-01
QLD
PROSHARES TR
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-01
TIP
ISHARES TR
-0.59%
Shares1.7K
Event2026-03-31
Filed2026-05-01
DVY
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
IUSV
ISHARES TR
0.34%
Shares1.8K
Event2026-03-31
Filed2026-05-01
NKE
NIKE INC
New
Shares3.4K
Event2026-03-31
Filed2026-05-01
SPEM
SPDR INDEX SHS FDS
-0.05%
Shares3.7K
Event2026-03-31
Filed2026-05-01
IDV
ISHARES TR
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-01
BDEC
INNOVATOR ETFS TRUST
0.00%
Shares3.6K
Event2026-03-31
Filed2026-05-01
HYG
ISHARES TR
-9.82%
Shares2.1K
Event2026-03-31
Filed2026-05-01
POCT
INNOVATOR ETFS TRUST
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-01
PAUG
INNOVATOR ETFS TRUST
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-01
HURA
TUHURA BIOSCIENCES INC
New
Shares91.5K
Event2026-03-31
Filed2026-05-01
XLRE
SELECT SECTOR SPDR TR
-62.23%
Shares4.0K
Event2026-03-31
Filed2026-05-01
NUEM
NUSHARES ETF TR
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-01
ELECTROCORE INC
ELECTROCORE INC
New
Shares26.0K
Event2026-03-31
Filed2026-05-01
IWO
ISHARES TR
-1.59%
Shares494
Event2026-03-31
Filed2026-05-01
XLV
SELECT SECTOR SPDR TR
-71.80%
Shares1.0K
Event2026-03-31
Filed2026-05-01
IWN
ISHARES TR
0.00%
Shares772
Event2026-03-31
Filed2026-05-01
AVDE
AMERICAN CENTY ETF TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-01
DUHP
DIMENSIONAL ETF TRUST
0.26%
Shares3.8K
Event2026-03-31
Filed2026-05-01
DFSV
DIMENSIONAL ETF TRUST
0.33%
Shares4.0K
Event2026-03-31
Filed2026-05-01
RYLD
GLOBAL X FDS
-0.59%
Shares9.3K
Event2026-03-31
Filed2026-05-01
PIO
INVESCO EXCH TRADED FD TR II
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-01
IWB
ISHARES TR
-88.17%
Shares373
Event2026-03-31
Filed2026-05-01
UMAR
INNOVATOR ETFS TRUST
85.83%
Shares3.3K
Event2026-03-31
Filed2026-05-01
BSEP
INNOVATOR ETFS TRUST
3.44%
Shares2.7K
Event2026-03-31
Filed2026-05-01
USEP
INNOVATOR ETFS TRUST
5.14%
Shares3.3K
Event2026-03-31
Filed2026-05-01
CIBR
FIRST TR EXCHANGE-TRADED FD
1.47%
Shares1.9K
Event2026-03-31
Filed2026-05-01
QBUF
INNOVATOR ETFS TRUST
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-01
SHV
ISHARES TR
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
GRNB
VANECK ETF TRUST
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-01
NOCT
INNOVATOR ETFS TRUST
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-01
PAPR
INNOVATOR ETFS TRUST
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-01
RBUF
INNOVATOR ETFS TRUST
0.00%
Shares3.8K
Event2026-03-31
Filed2026-05-01
IYR
ISHARES TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
ZALT
INNOVATOR ETFS TRUST
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-01
KOCT
INNOVATOR ETFS TRUST
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-01
URTH
ISHARES INC
0.00%
Shares600
Event2026-03-31
Filed2026-05-01
FLBL
FRANKLIN TEMPLETON ETF TR
-0.15%
Shares4.7K
Event2026-03-31
Filed2026-05-01
BGRN
ISHARES TR
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
URA
GLOBAL X FDS
140.24%
Shares2.2K
Event2026-03-31
Filed2026-05-01
IFRA
ISHARES TR
-3.35%
Shares1.8K
Event2026-03-31
Filed2026-05-01
ISTB
ISHARES TR
-16.31%
Shares2.2K
Event2026-03-31
Filed2026-05-01
BIV
VANGUARD BD INDEX FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
KDEC
INNOVATOR ETFS TRUST
0.00%
Shares4.0K
Event2026-03-31
Filed2026-05-01
FXL
FIRST TR EXCHANGE-TRADED FD
-3.05%
Shares636
Event2026-03-31
Filed2026-05-01
IYE
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-01
BNOV
INNOVATOR ETFS TRUST
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-01
TDIV
FIRST TR EXCHANGE TRADED FD
4.73%
Shares1.0K
Event2026-03-31
Filed2026-05-01
EELV
INVESCO EXCH TRADED FD TR II
0.94%
Shares3.4K
Event2026-03-31
Filed2026-05-01
NJUL
INNOVATOR ETFS TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
DTD
WISDOMTREE TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
FV
FIRST TR EXCHANGE TRADED FD
0.13%
Shares1.6K
Event2026-03-31
Filed2026-05-01
GDX
VANECK ETF TRUST
-0.60%
Shares996
Event2026-03-31
Filed2026-05-01
USA
LIBERTY ALL STAR EQUITY FD
0.56%
Shares16.5K
Event2026-03-31
Filed2026-05-01
PFXF
VANECK ETF TRUST
0.25%
Shares5.2K
Event2026-03-31
Filed2026-05-01
NYF
ISHARES TR
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-01
IXN
ISHARES TR
0.00%
Shares890
Event2026-03-31
Filed2026-05-01
BSV
VANGUARD BD INDEX FDS
-0.96%
Shares1.1K
Event2026-03-31
Filed2026-05-01
DLS
WISDOMTREE TR
-0.55%
Shares1.1K
Event2026-03-31
Filed2026-05-01
XBI
SPDR SERIES TRUST
-12.27%
Shares679
Event2026-03-31
Filed2026-05-01
AVSE
AMERICAN CENTY ETF TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-01
FVC
FIRST TR EXCHANGE TRADED FD
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-01
PDP
INVESCO EXCHANGE TRADED FD T
0.00%
Shares700
Event2026-03-31
Filed2026-05-01
TAN
INVESCO EXCH TRADED FD TR II
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
JEPI
J P MORGAN EXCHANGE TRADED F
408.99%
Shares1.4K
Event2026-03-31
Filed2026-05-01
BFEB
INNOVATOR ETFS TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-01
DFCF
DIMENSIONAL ETF TRUST
0.68%
Shares1.8K
Event2026-03-31
Filed2026-05-01
SPMD
SPDR SERIES TRUST
0.32%
Shares1.3K
Event2026-03-31
Filed2026-05-01
DDM
PROSHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
VONG
VANGUARD SCOTTSDALE FDS
0.00%
Shares653
Event2026-03-31
Filed2026-05-01
FNDX
SCHWAB STRATEGIC TR
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-01
DEW
WISDOMTREE TR
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
BALT
INNOVATOR ETFS TRUST
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-01
BGY
BLACKROCK ENHANCED INTL DIV
-35.60%
Shares12.6K
Event2026-03-31
Filed2026-05-01
TFLO
ISHARES TR
-17.51%
Shares1.3K
Event2026-03-31
Filed2026-05-01
BKLN
INVESCO EXCH TRADED FD TR II
-0.24%
Shares3.3K
Event2026-03-31
Filed2026-05-01
AVEM
AMERICAN CENTY ETF TR
1.13%
Shares809
Event2026-03-31
Filed2026-05-01
RSPU
INVESCO EXCHANGE TRADED FD T
0.00%
Shares790
Event2026-03-31
Filed2026-05-01
XLE
SELECT SECTOR SPDR TR
12.63%
Shares954
Event2026-03-31
Filed2026-05-01
RDVY
FIRST TR EXCHANGE TRADED FD
13.54%
Shares822
Event2026-03-31
Filed2026-05-01
EWZ
ISHARES INC
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-01
VSGX
VANGUARD WORLD FD
291.89%
Shares725
Event2026-03-31
Filed2026-05-01
SOXQ
INVESCO EXCH TRADED FD TR II
15.73%
Shares868
Event2026-03-31
Filed2026-05-01
FDIS
FIDELITY COVINGTON TRUST
0.00%
Shares550
Event2026-03-31
Filed2026-05-01
DNN
DENISON MINES CORP
-9.38%
Shares14.5K
Event2026-03-31
Filed2026-05-01
PGX
INVESCO EXCH TRADED FD TR II
-32.90%
Shares4.5K
Event2026-03-31
Filed2026-05-01
MUNI
PIMCO ETF TR
0.00%
Shares949
Event2026-03-31
Filed2026-05-01
UOCT
INNOVATOR ETFS TRUST
-1.46%
Shares1.3K
Event2026-03-31
Filed2026-05-01
GDXJ
VANECK ETF TRUST
0.00%
Shares398
Event2026-03-31
Filed2026-05-01
QLTA
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
DISV
DIMENSIONAL ETF TRUST
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-01
VYMI
VANGUARD WHITEHALL FDS
0.00%
Shares503
Event2026-03-31
Filed2026-05-01
BBUS
J P MORGAN EXCHANGE TRADED F
0.00%
Shares388
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares2.0K
Event2026-03-31
Filed2026-05-01
DFAT
DIMENSIONAL ETF TRUST
0.00%
Shares712
Event2026-03-31
Filed2026-05-01
ERTH
INVESCO EXCHANGE TRADED FD T
-10.14%
Shares930
Event2026-03-31
Filed2026-05-01
EWG
ISHARES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-01
IEI
ISHARES TR
0.00%
Shares360
Event2026-03-31
Filed2026-05-01
PIM
PUTNAM MASTER INTER INCOME T
0.00%
Shares13.0K
Event2026-03-31
Filed2026-05-01
BMAR
INNOVATOR ETFS TRUST
-58.05%
Shares808
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares1.8K
Event2026-03-31
Filed2026-05-01
SPSM
SPDR SERIES TRUST
5.91%
Shares825
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares1.5K
Event2026-03-31
Filed2026-05-01
HEDJ
WISDOMTREE TR
0.00%
Shares724
Event2026-03-31
Filed2026-05-01
SPYD
SPDR SERIES TRUST
11.72%
Shares801
Event2026-03-31
Filed2026-05-01
IDU
ISHARES TR
0.00%
Shares306
Event2026-03-31
Filed2026-05-01
DIHP
DIMENSIONAL ETF TRUST
0.36%
Shares1.1K
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-01
AIA
ISHARES TR
0.00%
Shares330
Event2026-03-31
Filed2026-05-01
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
0.00%
Shares482
Event2026-03-31
Filed2026-05-01
CORP
PIMCO ETF TR
3.02%
Shares341
Event2026-03-31
Filed2026-05-01
LCTU
BLACKROCK ETF TRUST
-6.79%
Shares467
Event2026-03-31
Filed2026-05-01
IHF
ISHARES TR
0.00%
Shares781
Event2026-03-31
Filed2026-05-01
FNDC
SCHWAB STRATEGIC TR
0.00%
Shares700
Event2026-03-31
Filed2026-05-01
IYT
ISHARES TR
0.00%
Shares432
Event2026-03-31
Filed2026-05-01
SHYG
ISHARES TR
0.00%
Shares744
Event2026-03-31
Filed2026-05-01
FALN
ISHARES TR
-2.79%
Shares1.1K
Event2026-03-31
Filed2026-05-01
OXY.WS
OCCIDENTAL PETE CORP
New
Shares704
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares1.3K
Event2026-03-31
Filed2026-05-01
IXC
ISHARES TR
-4.11%
Shares490
Event2026-03-31
Filed2026-05-01
BBIN
J P MORGAN EXCHANGE TRADED F
0.00%
Shares383
Event2026-03-31
Filed2026-05-01
XLY
SELECT SECTOR SPDR TR
16.04%
Shares246
Event2026-03-31
Filed2026-05-01
XLP
SELECT SECTOR SPDR TR
3.15%
Shares327
Event2026-03-31
Filed2026-05-01
UJAN
INNOVATOR ETFS TRUST
139.16%
Shares629
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares1.1K
Event2026-03-31
Filed2026-05-01
MLPX
GLOBAL X FDS
0.00%
Shares349
Event2026-03-31
Filed2026-05-01
VTEI
VANGUARD MUN BD FDS
-62.75%
Shares247
Event2026-03-31
Filed2026-05-01
IMTB
ISHARES TR
0.00%
Shares555
Event2026-03-31
Filed2026-05-01
RPV
INVESCO EXCHANGE TRADED FD T
0.00%
Shares225
Event2026-03-31
Filed2026-05-01
BJUL
INNOVATOR ETFS TRUST
0.00%
Shares478
Event2026-03-31
Filed2026-05-01
HIMU
BLACKROCK ETF TRUST II
-97.13%
Shares492
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares922
Event2026-03-31
Filed2026-05-01
HEFA
ISHARES TR
0.00%
Shares510
Event2026-03-31
Filed2026-05-01
REM
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
SMH
VANECK ETF TRUST
-72.14%
Shares56
Event2026-03-31
Filed2026-05-01
PJUN
INNOVATOR ETFS TRUST
0.00%
Shares512
Event2026-03-31
Filed2026-05-01
DRIV
GLOBAL X FDS
0.00%
Shares686
Event2026-03-31
Filed2026-05-01
BIL
SPDR SERIES TRUST
-46.43%
Shares225
Event2026-03-31
Filed2026-05-01
VXF
VANGUARD INDEX FDS
0.00%
Shares98
Event2026-03-31
Filed2026-05-01
SCHP
SCHWAB STRATEGIC TR
0.00%
Shares754
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
SELECT SECTOR SPDR TR
New
Shares783
Event2026-03-31
Filed2026-05-01
NLR
VANECK ETF TRUST
0.00%
Shares143
Event2026-03-31
Filed2026-05-01

Call Option Holdings
NKE Call
NIKE INC
New
Shares1.0K
Event2026-03-31
Filed2026-05-01
NFLX Call
NETFLIX INC.
New
Shares500
Event2026-03-31
Filed2026-05-01

Put Option Holdings
No put option holdings data available