Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IVV
16.00%ISHARES TR
Shares54.0K
Event2026-03-31
Filed2026-05-01
SCHF
3.33%SCHWAB STRATEGIC TR
Shares832.8K
Event2026-03-31
Filed2026-05-01
IEMG
-5.99%ISHARES INC
Shares288.4K
Event2026-03-31
Filed2026-05-01
AAPL
-0.54%APPLE INC
Shares75.3K
Event2026-03-31
Filed2026-05-01
IVW
5.23%ISHARES TR
Shares154.9K
Event2026-03-31
Filed2026-05-01
IVE
-6.09%ISHARES TR
Shares80.3K
Event2026-03-31
Filed2026-05-01
MGK
-1.55%VANGUARD WORLD FD
Shares44.0K
Event2026-03-31
Filed2026-05-01
SCHG
-1.15%SCHWAB STRATEGIC TR
Shares512.2K
Event2026-03-31
Filed2026-05-01
NVDA
-0.13%NVIDIA CORPORATION
Shares81.8K
Event2026-03-31
Filed2026-05-01
DYNF
-15.34%BLACKROCK ETF TRUST
Shares229.4K
Event2026-03-31
Filed2026-05-01
IUSB
3.33%ISHARES TR
Shares286.3K
Event2026-03-31
Filed2026-05-01
DGRO
-0.46%ISHARES TR
Shares185.6K
Event2026-03-31
Filed2026-05-01
MSFT
7.97%MICROSOFT CORP
Shares34.4K
Event2026-03-31
Filed2026-05-01
VTV
4.50%VANGUARD INDEX FDS
Shares63.9K
Event2026-03-31
Filed2026-05-01
VIG
0.39%VANGUARD SPECIALIZED FUNDS
Shares55.0K
Event2026-03-31
Filed2026-05-01
EFV
-13.14%ISHARES TR
Shares143.4K
Event2026-03-31
Filed2026-05-01
AMZN
4.99%AMAZON COM INC
Shares50.4K
Event2026-03-31
Filed2026-05-01
MGV
-0.50%VANGUARD WORLD FD
Shares70.8K
Event2026-03-31
Filed2026-05-01
BOND
8.86%PIMCO ETF TR
Shares103.9K
Event2026-03-31
Filed2026-05-01
JPM
0.69%JPMORGAN CHASE & CO
Shares31.4K
Event2026-03-31
Filed2026-05-01
SCHV
-15.86%SCHWAB STRATEGIC TR
Shares287.3K
Event2026-03-31
Filed2026-05-01
BWX
9.89%SPDR SERIES TRUST
Shares388.6K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
-17.87%ALPHABET INC
Shares29.6K
Event2026-03-31
Filed2026-05-01
TLTW
8.16%ISHARES TR
Shares375.8K
Event2026-03-31
Filed2026-05-01
MUB
28.32%ISHARES TR
Shares75.8K
Event2026-03-31
Filed2026-05-01
VUG
1.74%VANGUARD INDEX FDS
Shares18.0K
Event2026-03-31
Filed2026-05-01
MDYV
1.36%SPDR SERIES TRUST
Shares88.2K
Event2026-03-31
Filed2026-05-01
SCHZ
6.95%SCHWAB STRATEGIC TR
Shares304.7K
Event2026-03-31
Filed2026-05-01
MDYG
0.87%SPDR SERIES TRUST
Shares71.4K
Event2026-03-31
Filed2026-05-01
EFG
481.54%ISHARES TR
Shares61.3K
Event2026-03-31
Filed2026-05-01
QUAL
-0.45%ISHARES TR
Shares35.5K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
15.07%BROADCOM INC
Shares21.6K
Event2026-03-31
Filed2026-05-01
WMT
-2.40%WALMART INC
Shares53.2K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
4.15%BERKSHIRE HATHAWAY INC DEL
Shares13.5K
Event2026-03-31
Filed2026-05-01
META
-3.91%META PLATFORMS INC
Shares11.3K
Event2026-03-31
Filed2026-05-01
MTUM
2.57%ISHARES TR
Shares26.6K
Event2026-03-31
Filed2026-05-01
SLYV
-0.13%SPDR SERIES TRUST
Shares66.5K
Event2026-03-31
Filed2026-05-01
BAI
6.17%BLACKROCK ETF TRUST
Shares184.0K
Event2026-03-31
Filed2026-05-01
XLK
-1.27%SELECT SECTOR SPDR TR
Shares44.8K
Event2026-03-31
Filed2026-05-01
THRO
4.04%BLACKROCK ETF TRUST
Shares164.3K
Event2026-03-31
Filed2026-05-01
SPY
-0.86%STATE STR SPDR S&P 500 ETF T
Shares9.1K
Event2026-03-31
Filed2026-05-01
CITIGROUP INC
1.59%CITIGROUP INC
Shares52.0K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
-7.73%INVESCO EXCHANGE TRADED FD T
Shares30.1K
Event2026-03-31
Filed2026-05-01
NFLX
-1.49%NETFLIX INC.
Shares59.2K
Event2026-03-31
Filed2026-05-01
FLTR
5.12%VANECK ETF TRUST
Shares209.1K
Event2026-03-31
Filed2026-05-01
SLYG
-0.01%SPDR SERIES TRUST
Shares55.0K
Event2026-03-31
Filed2026-05-01
HD
8.49%HOME DEPOT INC
Shares16.1K
Event2026-03-31
Filed2026-05-01
MCD
8.02%MCDONALDS CORP
Shares16.8K
Event2026-03-31
Filed2026-05-01
LAM RESEARCH CORP
-16.26%LAM RESEARCH CORP
Shares22.8K
Event2026-03-31
Filed2026-05-01
NOBL
2.03%PROSHARES TR
Shares45.5K
Event2026-03-31
Filed2026-05-01
TT
1.68%TRANE TECHNOLOGIES PLC
Shares11.2K
Event2026-03-31
Filed2026-05-01
UBER
-1.14%UBER TECHNOLOGIES INC
Shares63.8K
Event2026-03-31
Filed2026-05-01
GOVT
350.78%ISHARES TR
Shares199.5K
Event2026-03-31
Filed2026-05-01
IDEF
NewBLACKROCK ETF TRUST
Shares134.6K
Event2026-03-31
Filed2026-05-01
IUSG
-2.94%ISHARES TR
Shares28.3K
Event2026-03-31
Filed2026-05-01
MBB
4.47%ISHARES TR
Shares44.8K
Event2026-03-31
Filed2026-05-01
GEV
693.03%GE VERNOVA INC
Shares4.8K
Event2026-03-31
Filed2026-05-01
CRWD
-31.30%CROWDSTRIKE HLDGS INC
Shares10.6K
Event2026-03-31
Filed2026-05-01
AVDV
4.51%AMERICAN CENTY ETF TR
Shares41.2K
Event2026-03-31
Filed2026-05-01
JCI
-0.96%JOHNSON CONTROLS INTERNATION
Shares31.2K
Event2026-03-31
Filed2026-05-01
IWF
-5.08%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-05-01
TJX
-25.48%TJX COS INC NEW
Shares25.3K
Event2026-03-31
Filed2026-05-01
BLCR
NewBLACKROCK ETF TRUST
Shares96.3K
Event2026-03-31
Filed2026-05-01
SCHE
-3.18%SCHWAB STRATEGIC TR
Shares116.0K
Event2026-03-31
Filed2026-05-01
ISRG
3.22%INTUITIVE SURGICAL INC
Shares8.1K
Event2026-03-31
Filed2026-05-01
IWC
1.95%ISHARES TR
Shares23.1K
Event2026-03-31
Filed2026-05-01
SPYG
-1.10%SPDR SERIES TRUST
Shares37.5K
Event2026-03-31
Filed2026-05-01
TLH
-30.37%ISHARES TR
Shares35.3K
Event2026-03-31
Filed2026-05-01
CME
0.60%CME GROUP INC
Shares11.8K
Event2026-03-31
Filed2026-05-01
VBR
0.30%VANGUARD INDEX FDS
Shares15.6K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
0.22%EATON CORP PLC
Shares9.3K
Event2026-03-31
Filed2026-05-01
FANG
NewDIAMONDBACK ENERGY INC
Shares16.8K
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
-2.13%DUKE ENERGY CORP NEW
Shares25.0K
Event2026-03-31
Filed2026-05-01
JNJ
85.98%JOHNSON & JOHNSON
Shares13.1K
Event2026-03-31
Filed2026-05-01
ICE
6.74%INTERCONTINENTAL EXCHANGE IN
Shares20.4K
Event2026-03-31
Filed2026-05-01
GLD
-1.70%SPDR GOLD TR
Shares7.3K
Event2026-03-31
Filed2026-05-01
SCHM
-2.15%SCHWAB STRATEGIC TR
Shares100.0K
Event2026-03-31
Filed2026-05-01
VOE
-1.34%VANGUARD INDEX FDS
Shares16.8K
Event2026-03-31
Filed2026-05-01
CMI
-0.93%CUMMINS INC
Shares5.7K
Event2026-03-31
Filed2026-05-01
VGK
-3.75%VANGUARD INTL EQUITY INDEX F
Shares36.8K
Event2026-03-31
Filed2026-05-01
TSLA
84.94%TESLA INC
Shares8.1K
Event2026-03-31
Filed2026-05-01
IDEV
-0.49%ISHARES TR
Shares36.0K
Event2026-03-31
Filed2026-05-01
PANW
9.38%PALO ALTO NETWORKS INC
Shares18.2K
Event2026-03-31
Filed2026-05-01
COST
1.00%COSTCO WHOLESALE CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-01
SCHA
-2.57%SCHWAB STRATEGIC TR
Shares98.7K
Event2026-03-31
Filed2026-05-01
AGG
7.92%ISHARES TR
Shares28.3K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
-4.10%VANGUARD INDEX FDS
Shares4.7K
Event2026-03-31
Filed2026-05-01
ESGD
8.81%ISHARES TR
Shares29.3K
Event2026-03-31
Filed2026-05-01
LLY
-2.88%ELI LILLY & CO
Shares3.0K
Event2026-03-31
Filed2026-05-01
CB
4.91%CHUBB LTD SWITZ
Shares8.5K
Event2026-03-31
Filed2026-05-01
AMAT
492.13%APPLIED MATLS INC
Shares8.1K
Event2026-03-31
Filed2026-05-01
IAGG
5.18%ISHARES TR
Shares55.5K
Event2026-03-31
Filed2026-05-01
SCHX
-1.87%SCHWAB STRATEGIC TR
Shares108.0K
Event2026-03-31
Filed2026-05-01
V
-40.62%VISA INC
Shares9.1K
Event2026-03-31
Filed2026-05-01
PH
683.55%PARKER-HANNIFIN CORP
Shares3.0K
Event2026-03-31
Filed2026-05-01
NXPI
-17.40%NXP SEMICONDUCTORS N V
Shares13.5K
Event2026-03-31
Filed2026-05-01
DIM
12.85%WISDOMTREE TR
Shares32.1K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
4.41%ALPHABET INC
Shares9.2K
Event2026-03-31
Filed2026-05-01
LMT
9.24%LOCKHEED MARTIN CORP
Shares4.4K
Event2026-03-31
Filed2026-05-01
APH
NewAMPHENOL CORP
Shares20.5K
Event2026-03-31
Filed2026-05-01
VOT
-0.65%VANGUARD INDEX FDS
Shares10.0K
Event2026-03-31
Filed2026-05-01
CEG
977.22%CONSTELLATION ENERGY CORP
Shares9.2K
Event2026-03-31
Filed2026-05-01
LMUB
NewISHARES TR
Shares51.3K
Event2026-03-31
Filed2026-05-01
LHX
-45.48%L3HARRIS TECHNOLOGIES INC
Shares7.4K
Event2026-03-31
Filed2026-05-01
CRM
-7.84%SALESFORCE INC
Shares13.4K
Event2026-03-31
Filed2026-05-01
WFC
5.48%WELLS FARGO & CO
Shares31.1K
Event2026-03-31
Filed2026-05-01
UPS
5.41%UNITED PARCEL SVCS INC
Shares25.1K
Event2026-03-31
Filed2026-05-01
SPGI
-12.56%S&P GLOBAL INC
Shares5.7K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
4.95%INVESCO QQQ TR
Shares4.2K
Event2026-03-31
Filed2026-05-01
BINC
-17.32%BLACKROCK ETF TRUST II
Shares45.9K
Event2026-03-31
Filed2026-05-01
NEE
0.36%NEXTERA ENERGY INC
Shares25.6K
Event2026-03-31
Filed2026-05-01
HPE
3.22%HEWLETT PACKARD ENTERPRISE C
Shares97.5K
Event2026-03-31
Filed2026-05-01
VCLT
6.91%VANGUARD SCOTTSDALE FDS
Shares30.5K
Event2026-03-31
Filed2026-05-01
ISHARES GOLD TR
-40.26%ISHARES GOLD TR
Shares25.5K
Event2026-03-31
Filed2026-05-01
ADI
-2.75%ANALOG DEVICES INC
Shares7.0K
Event2026-03-31
Filed2026-05-01
SPYM
0.44%SPDR SERIES TRUST
Shares28.6K
Event2026-03-31
Filed2026-05-01
EDIV
-0.08%SPDR INDEX SHS FDS
Shares55.4K
Event2026-03-31
Filed2026-05-01
EW
2.08%EDWARDS LIFESCIENCES CORP
Shares27.2K
Event2026-03-31
Filed2026-05-01
MSI
1.30%MOTOROLA SOLUTIONS INC
Shares5.0K
Event2026-03-31
Filed2026-05-01
DWX
-0.42%SPDR INDEX SHS FDS
Shares47.2K
Event2026-03-31
Filed2026-05-01
MA
17.94%MASTERCARD INCORPORATED
Shares4.3K
Event2026-03-31
Filed2026-05-01
CDNS
2.09%CADENCE DESIGN SYSTEM INC
Shares7.5K
Event2026-03-31
Filed2026-05-01
TLT
-28.56%ISHARES TR
Shares23.9K
Event2026-03-31
Filed2026-05-01
FDN
-2.71%FIRST TR EXCHANGE-TRADED FD
Shares8.8K
Event2026-03-31
Filed2026-05-01
IJS
4.10%ISHARES TR
Shares17.3K
Event2026-03-31
Filed2026-05-01
SCHD
-0.10%SCHWAB STRATEGIC TR
Shares66.5K
Event2026-03-31
Filed2026-05-01
IJR
-1.45%ISHARES TR
Shares16.0K
Event2026-03-31
Filed2026-05-01
O
19.15%REALTY INCOME CORP
Shares32.3K
Event2026-03-31
Filed2026-05-01
GILD
-1.19%GILEAD SCIENCES INC
Shares13.9K
Event2026-03-31
Filed2026-05-01
XLF
0.46%SELECT SECTOR SPDR TR
Shares38.4K
Event2026-03-31
Filed2026-05-01
UNP
0.60%UNION PAC CORP
Shares7.7K
Event2026-03-31
Filed2026-05-01
XOM
-9.33%EXXON MOBIL CORP
Shares10.9K
Event2026-03-31
Filed2026-05-01
MPC
-2.58%MARATHON PETE CORP
Shares7.5K
Event2026-03-31
Filed2026-05-01
BND
-44.26%VANGUARD BD INDEX FDS
Shares24.4K
Event2026-03-31
Filed2026-05-01
DLR
-44.93%DIGITAL RLTY TR INC
Shares9.9K
Event2026-03-31
Filed2026-05-01
IWM
-3.98%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-01
CTRE
-0.17%CARETRUST REIT INC
Shares48.3K
Event2026-03-31
Filed2026-05-01
IQV
NewIQVIA HLDGS INC
Shares10.2K
Event2026-03-31
Filed2026-05-01
UNH
-51.94%UNITEDHEALTH GROUP INC
Shares6.4K
Event2026-03-31
Filed2026-05-01
ETR
29.94%ENTERGY CORP NEW
Shares14.9K
Event2026-03-31
Filed2026-05-01
TFI
-44.06%SPDR SERIES TRUST
Shares36.2K
Event2026-03-31
Filed2026-05-01
PTLC
-1.76%PACER FDS TR
Shares30.8K
Event2026-03-31
Filed2026-05-01
VWO
1.89%VANGUARD INTL EQUITY INDEX F
Shares29.0K
Event2026-03-31
Filed2026-05-01
IJH
-1.33%ISHARES TR
Shares23.0K
Event2026-03-31
Filed2026-05-01
SPYV
-2.20%SPDR SERIES TRUST
Shares27.2K
Event2026-03-31
Filed2026-05-01
IXUS
0.24%ISHARES TR
Shares17.7K
Event2026-03-31
Filed2026-05-01
WDIV
0.70%SPDR INDEX SHS FDS
Shares19.2K
Event2026-03-31
Filed2026-05-01
VEU
1.25%VANGUARD INTL EQUITY INDEX F
Shares19.6K
Event2026-03-31
Filed2026-05-01
NUSC
7.36%NUSHARES ETF TR
Shares32.6K
Event2026-03-31
Filed2026-05-01
IDXX
-1.33%IDEXX LABS INC
Shares2.6K
Event2026-03-31
Filed2026-05-01
OEF
-86.18%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-01
FNDF
-2.42%SCHWAB STRATEGIC TR
Shares29.6K
Event2026-03-31
Filed2026-05-01
PG
-1.67%PROCTER & GAMBLE CO
Shares9.9K
Event2026-03-31
Filed2026-05-01
MEDTRONIC PLC
NewMEDTRONIC PLC
Shares16.1K
Event2026-03-31
Filed2026-05-01
NULV
8.51%NUSHARES ETF TR
Shares30.2K
Event2026-03-31
Filed2026-05-01
XLU
0.03%SELECT SECTOR SPDR TR
Shares28.7K
Event2026-03-31
Filed2026-05-01
DON
-0.29%WISDOMTREE TR
Shares24.7K
Event2026-03-31
Filed2026-05-01
USCI
1.14%UNITED STS COMMODITY INDEX F
Shares13.4K
Event2026-03-31
Filed2026-05-01
IGM
0.02%ISHARES TR
Shares10.8K
Event2026-03-31
Filed2026-05-01
SHY
4.79%ISHARES TR
Shares15.4K
Event2026-03-31
Filed2026-05-01
SUSC
9.64%ISHARES TR
Shares55.1K
Event2026-03-31
Filed2026-05-01
T
1.18%AT&T INC
Shares43.7K
Event2026-03-31
Filed2026-05-01
MINO
16.90%PIMCO ETF TR
Shares27.8K
Event2026-03-31
Filed2026-05-01
VEA
-0.22%VANGUARD TAX-MANAGED FDS
Shares19.4K
Event2026-03-31
Filed2026-05-01
VTEB
6.12%VANGUARD MUN BD FDS
Shares24.8K
Event2026-03-31
Filed2026-05-01
CVX
-1.96%CHEVRON CORPORATION
Shares5.9K
Event2026-03-31
Filed2026-05-01
PCEF
2.22%INVESCO EXCH TRADED FD TR II
Shares64.6K
Event2026-03-31
Filed2026-05-01
EFA
-3.33%ISHARES TR
Shares12.3K
Event2026-03-31
Filed2026-05-01
NULG
8.06%NUSHARES ETF TR
Shares13.0K
Event2026-03-31
Filed2026-05-01
ABBV
0.09%ABBVIE INC
Shares5.4K
Event2026-03-31
Filed2026-05-01
SGVT
100.66%SCHWAB STRATEGIC TR
Shares11.5K
Event2026-03-31
Filed2026-05-01
ESGE
6.79%ISHARES INC
Shares24.6K
Event2026-03-31
Filed2026-05-01
IJJ
0.00%ISHARES TR
Shares8.4K
Event2026-03-31
Filed2026-05-01
IBIT
-15.59%ISHARES BITCOIN TRUST ETF
Shares28.1K
Event2026-03-31
Filed2026-05-01
ACIO
0.54%ETF SER SOLUTIONS
Shares25.5K
Event2026-03-31
Filed2026-05-01
VZ
-57.04%VERIZON COMMUNICATIONS INC
Shares21.3K
Event2026-03-31
Filed2026-05-01
TFC
-11.43%TRUIST FINL CORP
Shares23.1K
Event2026-03-31
Filed2026-05-01
IBM
5.41%INTERNATIONAL BUSINESS MACHS
Shares4.4K
Event2026-03-31
Filed2026-05-01
PHB
0.93%INVESCO EXCH TRADED FD TR II
Shares58.8K
Event2026-03-31
Filed2026-05-01
VB
4.08%VANGUARD INDEX FDS
Shares4.0K
Event2026-03-31
Filed2026-05-01
JQUA
0.33%J P MORGAN EXCHANGE TRADED F
Shares16.9K
Event2026-03-31
Filed2026-05-01
PEP
-40.63%PEPSICO INC
Shares6.7K
Event2026-03-31
Filed2026-05-01
ITOT
-0.18%ISHARES TR
Shares7.3K
Event2026-03-31
Filed2026-05-01
LQD
5.32%ISHARES TR
Shares9.5K
Event2026-03-31
Filed2026-05-01
DES
-0.97%WISDOMTREE TR
Shares28.1K
Event2026-03-31
Filed2026-05-01
IWD
-19.62%ISHARES TR
Shares4.7K
Event2026-03-31
Filed2026-05-01
VTI
3.29%VANGUARD INDEX FDS
Shares3.1K
Event2026-03-31
Filed2026-05-01
IEFA
22.59%ISHARES TR
Shares11.1K
Event2026-03-31
Filed2026-05-01
SYSB
5.64%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-01
BAC
0.01%BANK AMERICA CORP
Shares20.2K
Event2026-03-31
Filed2026-05-01
HDV
0.25%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-01
IJK
-1.02%ISHARES TR
Shares9.7K
Event2026-03-31
Filed2026-05-01
ASGI
-0.19%ABRDN GLOBAL INFRA INCOME FU
Shares42.7K
Event2026-03-31
Filed2026-05-01
FBT
-2.66%FIRST TR EXCHANGE-TRADED FD
Shares4.7K
Event2026-03-31
Filed2026-05-01
NUMV
8.81%NUSHARES ETF TR
Shares23.5K
Event2026-03-31
Filed2026-05-01
UAUG
-14.59%INNOVATOR ETFS TRUST
Shares22.8K
Event2026-03-31
Filed2026-05-01
USFR
-47.51%WISDOMTREE TR
Shares17.5K
Event2026-03-31
Filed2026-05-01
PID
-1.69%INVESCO EXCHANGE TRADED FD T
Shares39.5K
Event2026-03-31
Filed2026-05-01
SPDW
1.43%SPDR INDEX SHS FDS
Shares19.1K
Event2026-03-31
Filed2026-05-01
PWR
-1.68%QUANTA SVCS INC
Shares1.6K
Event2026-03-31
Filed2026-05-01
RTX
-0.21%RTX CORPORATION
Shares4.3K
Event2026-03-31
Filed2026-05-01
KO
-45.27%COCA COLA CO
Shares11.0K
Event2026-03-31
Filed2026-05-01
VGLT
1.36%VANGUARD SCOTTSDALE FDS
Shares15.1K
Event2026-03-31
Filed2026-05-01
PFE
9.90%PFIZER INC
Shares29.2K
Event2026-03-31
Filed2026-05-01
CAT
1.76%CATERPILLAR INC
Shares1.2K
Event2026-03-31
Filed2026-05-01
GS
4.91%GOLDMAN SACHS GROUP INC
Shares961
Event2026-03-31
Filed2026-05-01
IJT
-2.03%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-01
VBK
4.37%VANGUARD INDEX FDS
Shares2.7K
Event2026-03-31
Filed2026-05-01
SCHH
1.55%SCHWAB STRATEGIC TR
Shares35.4K
Event2026-03-31
Filed2026-05-01
NUMG
10.21%NUSHARES ETF TR
Shares18.5K
Event2026-03-31
Filed2026-05-01
EEM
0.00%ISHARES TR
Shares13.1K
Event2026-03-31
Filed2026-05-01
SUSA
-12.66%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-01
BA
-1.01%BOEING CO
Shares3.7K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
-2.18%INVESCO EXCHANGE TRADED FD T
Shares15.3K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
1.04%MERCK & CO INC
Shares5.9K
Event2026-03-31
Filed2026-05-01
PPA
0.00%INVESCO EXCHANGE TRADED FD T
Shares4.3K
Event2026-03-31
Filed2026-05-01
UDEC
0.00%INNOVATOR ETFS TRUST
Shares18.1K
Event2026-03-31
Filed2026-05-01
BMY
6.03%BRISTOL-MYERS SQUIBB CO
Shares11.6K
Event2026-03-31
Filed2026-05-01
ESGU
-19.03%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-05-01
OMAH
NewTIDAL TRUST III
Shares38.7K
Event2026-03-31
Filed2026-05-01
VONE
3.58%VANGUARD SCOTTSDALE FDS
Shares2.3K
Event2026-03-31
Filed2026-05-01
FIRST CTZNS BANCSHARES INC D
0.00%FIRST CTZNS BANCSHARES INC D
Shares352
Event2026-03-31
Filed2026-05-01
VNQ
-0.54%VANGUARD INDEX FDS
Shares7.3K
Event2026-03-31
Filed2026-05-01
SLV
-14.37%ISHARES SILVER TR
Shares9.3K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
0.45%GE AEROSPACE
Shares2.2K
Event2026-03-31
Filed2026-05-01
LQDW
2.28%ISHARES TR
Shares25.7K
Event2026-03-31
Filed2026-05-01
DSI
-4.11%ISHARES TR
Shares5.0K
Event2026-03-31
Filed2026-05-01
PLTR
-9.47%PALANTIR TECHNOLOGIES INC
Shares4.1K
Event2026-03-31
Filed2026-05-01
EMNT
3.37%PIMCO ETF TR
Shares6.0K
Event2026-03-31
Filed2026-05-01
VPL
0.00%VANGUARD INTL EQUITY INDEX F
Shares5.9K
Event2026-03-31
Filed2026-05-01
BAUG
0.00%INNOVATOR ETFS TRUST
Shares11.8K
Event2026-03-31
Filed2026-05-01
JPST
-2.53%J P MORGAN EXCHANGE TRADED F
Shares11.2K
Event2026-03-31
Filed2026-05-01
AMD
11.33%ADVANCED MICRO DEVICES INC
Shares2.8K
Event2026-03-31
Filed2026-05-01
SPIB
0.63%SPDR SERIES TRUST
Shares16.7K
Event2026-03-31
Filed2026-05-01
QCOM
-0.14%QUALCOMM INC
Shares4.4K
Event2026-03-31
Filed2026-05-01
NFJ
-9.10%VIRTUS DIVIDEND INTEREST & P
Shares44.4K
Event2026-03-31
Filed2026-05-01
ITA
-83.92%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-05-01
XSOE
0.00%WISDOMTREE TR
Shares13.1K
Event2026-03-31
Filed2026-05-01
VV
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-01
IEF
-5.41%ISHARES TR
Shares5.5K
Event2026-03-31
Filed2026-05-01
UAPR
0.00%INNOVATOR ETFS TRUST
Shares15.2K
Event2026-03-31
Filed2026-05-01
PSX
-6.06%PHILLIPS 66
Shares2.8K
Event2026-03-31
Filed2026-05-01
MU
6.58%MICRON TECHNOLOGY INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
EMB
-64.22%ISHARES TR
Shares5.3K
Event2026-03-31
Filed2026-05-01
BJUN
0.00%INNOVATOR ETFS TRUST
Shares10.7K
Event2026-03-31
Filed2026-05-01
TEVA
-1.04%TEVA PHARMACEUTICAL INDS LTD
Shares15.8K
Event2026-03-31
Filed2026-05-01
DIVO
22.68%AMPLIFY ETF TR
Shares10.6K
Event2026-03-31
Filed2026-05-01
MS
-0.22%MORGAN STANLEY
Shares2.8K
Event2026-03-31
Filed2026-05-01
INVESCO EXCHANGE TRADED FD T
-4.77%INVESCO EXCHANGE TRADED FD T
Shares9.8K
Event2026-03-31
Filed2026-05-01
EUSA
-1.28%ISHARES INC
Shares4.4K
Event2026-03-31
Filed2026-05-01
JEPQ
26.59%J P MORGAN EXCHANGE TRADED F
Shares7.9K
Event2026-03-31
Filed2026-05-01
VSS
18.37%VANGUARD INTL EQUITY INDEX F
Shares3.0K
Event2026-03-31
Filed2026-05-01
DGX
-3.69%QUEST DIAGNOSTICS INC
Shares2.2K
Event2026-03-31
Filed2026-05-01
ICVT
-48.31%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-01
VTWG
-15.75%VANGUARD SCOTTSDALE FDS
Shares1.8K
Event2026-03-31
Filed2026-05-01
UNOV
-8.23%INNOVATOR ETFS TRUST
Shares11.3K
Event2026-03-31
Filed2026-05-01
VT
0.40%VANGUARD INTL EQUITY INDEX F
Shares3.0K
Event2026-03-31
Filed2026-05-01
IYW
-47.20%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-01
IWR
-55.69%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-01
BTZ
-16.73%BLACKROCK CR ALLOCATION
Shares41.1K
Event2026-03-31
Filed2026-05-01
VO
4.08%VANGUARD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-05-01
DFAC
0.14%DIMENSIONAL ETF TRUST
Shares10.4K
Event2026-03-31
Filed2026-05-01
AXP
0.38%AMERICAN EXPRESS CO
Shares1.3K
Event2026-03-31
Filed2026-05-01
RMT
-1.05%ROYCE MICRO-CAP TR INC
Shares34.5K
Event2026-03-31
Filed2026-05-01
ADP
-0.16%AUTOMATIC DATA PROCESSING IN
Shares1.9K
Event2026-03-31
Filed2026-05-01
AEP
0.48%AMERICAN ELEC PWR CO INC
Shares2.9K
Event2026-03-31
Filed2026-05-01
MCK
NewMCKESSON CORP
Shares435
Event2026-03-31
Filed2026-05-01
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares801
Event2026-03-31
Filed2026-05-01
VRP
0.00%INVESCO EXCH TRADED FD TR II
Shares15.4K
Event2026-03-31
Filed2026-05-01
PNOV
0.00%INNOVATOR ETFS TRUST
Shares9.0K
Event2026-03-31
Filed2026-05-01
AADR
30.61%ADVISORSHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-01
KAUG
0.00%INNOVATOR ETFS TRUST
Shares13.4K
Event2026-03-31
Filed2026-05-01
ARKK
-0.66%ARK ETF TR
Shares5.3K
Event2026-03-31
Filed2026-05-01
EWJ
2.14%ISHARES INC
Shares4.2K
Event2026-03-31
Filed2026-05-01
CSCO
3.56%CISCO SYS INC
Shares4.5K
Event2026-03-31
Filed2026-05-01
HON
-0.13%HONEYWELL INTL INC
Shares1.5K
Event2026-03-31
Filed2026-05-01
VCSH
-7.82%VANGUARD SCOTTSDALE FDS
Shares4.3K
Event2026-03-31
Filed2026-05-01
PPL
0.02%PPL CORP
Shares8.9K
Event2026-03-31
Filed2026-05-01
SUB
1.38%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-01
HYMB
17.90%SPDR SERIES TRUST
Shares13.5K
Event2026-03-31
Filed2026-05-01
WELL
-0.18%WELLTOWER INC
Shares1.7K
Event2026-03-31
Filed2026-05-01
PM
-31.15%PHILIP MORRIS INTL INC
Shares2.0K
Event2026-03-31
Filed2026-05-01
PWV
-15.77%INVESCO EXCHANGE TRADED FD T
Shares4.8K
Event2026-03-31
Filed2026-05-01
DE
0.00%DEERE & CO
Shares582
Event2026-03-31
Filed2026-05-01
SGOV
NewISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-01
LNG
0.98%CHENIERE ENERGY INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
FDX
-4.46%FEDEX CORP
Shares878
Event2026-03-31
Filed2026-05-01
LOW
0.00%LOWES COS INC
Shares1.3K
Event2026-03-31
Filed2026-05-01
STIP
2.93%ISHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-01
MMM
0.33%3M CO
Shares2.1K
Event2026-03-31
Filed2026-05-01
BP
NewBP PLC
Shares6.5K
Event2026-03-31
Filed2026-05-01
BK
-0.08%BANK NEW YORK MELLON CORP
Shares2.5K
Event2026-03-31
Filed2026-05-01
PFEB
0.00%INNOVATOR ETFS TRUST
Shares7.5K
Event2026-03-31
Filed2026-05-01
UFEB
32.42%INNOVATOR ETFS TRUST
Shares8.3K
Event2026-03-31
Filed2026-05-01
USMV
-0.37%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-01
IWP
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-01
ORCL
-22.48%ORACLE CORP
Shares2.0K
Event2026-03-31
Filed2026-05-01
CEF
-13.35%SPROTT ASSET MANAGEMENT LP
Shares6.1K
Event2026-03-31
Filed2026-05-01
SRLN
-0.06%SSGA ACTIVE ETF TR
Shares7.2K
Event2026-03-31
Filed2026-05-01
MLM
NewMARTIN MARIETTA MATLS INC
Shares491
Event2026-03-31
Filed2026-05-01
SBUX
0.53%STARBUCKS CORP
Shares3.2K
Event2026-03-31
Filed2026-05-01
SCHW
-0.24%SCHWAB CHARLES CORP
Shares2.9K
Event2026-03-31
Filed2026-05-01
CAH
1.57%CARDINAL HEALTH INC
Shares1.3K
Event2026-03-31
Filed2026-05-01
SMB
0.00%VANECK ETF TRUST
Shares15.8K
Event2026-03-31
Filed2026-05-01
TSM
5.52%TAIWAN SEMICONDUCTOR MANUFAC
Shares803
Event2026-03-31
Filed2026-05-01
ABT
-3.89%ABBOTT LABORATORIES
Shares2.5K
Event2026-03-31
Filed2026-05-01
NOC
0.00%NORTHROP GRUMMAN CORP
Shares380
Event2026-03-31
Filed2026-05-01
VXUS
1.03%VANGUARD STAR FDS
Shares3.3K
Event2026-03-31
Filed2026-05-01
XMPT
30.81%VANECK ETF TRUST
Shares11.9K
Event2026-03-31
Filed2026-05-01
VTWO
2.54%VANGUARD SCOTTSDALE FDS
Shares2.5K
Event2026-03-31
Filed2026-05-01
RY
0.00%ROYAL BK CDA
Shares1.6K
Event2026-03-31
Filed2026-05-01
IWS
-56.25%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-01
WEC ENERGY GROUP INC
0.00%WEC ENERGY GROUP INC
Shares2.2K
Event2026-03-31
Filed2026-05-01
SO
-0.19%SOUTHERN CO
Shares2.6K
Event2026-03-31
Filed2026-05-01
QQQX
26.34%NUVEEN NASDAQ 100 DYNAMIC OV
Shares9.2K
Event2026-03-31
Filed2026-05-01
MDY
-0.51%STATE STR SPDR S&P MIDCAP 40
Shares392
Event2026-03-31
Filed2026-05-01
DIS
8.21%DISNEY WALT CO
Shares2.5K
Event2026-03-31
Filed2026-05-01
FLLA
0.00%FRANKLIN TEMPLETON ETF TR
Shares8.5K
Event2026-03-31
Filed2026-05-01
PDEC
0.00%INNOVATOR ETFS TRUST
Shares5.6K
Event2026-03-31
Filed2026-05-01
AVES
-8.80%AMERICAN CENTY ETF TR
Shares3.9K
Event2026-03-31
Filed2026-05-01
SCHB
-2.39%SCHWAB STRATEGIC TR
Shares9.3K
Event2026-03-31
Filed2026-05-01
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares1.2K
Event2026-03-31
Filed2026-05-01
WMB
NewWILLIAMS COS INC
Shares3.2K
Event2026-03-31
Filed2026-05-01
EMXC
-3.23%ISHARES INC
Shares2.9K
Event2026-03-31
Filed2026-05-01
SPLB
0.58%SPDR SERIES TRUST
Shares10.3K
Event2026-03-31
Filed2026-05-01
ZBH
0.04%ZIMMER BIOMET HOLDINGS INC
Shares2.5K
Event2026-03-31
Filed2026-05-01
ICSH
-76.67%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-05-01
COF
NewCAPITAL ONE FINL CORP
Shares1.2K
Event2026-03-31
Filed2026-05-01
ACWX
0.00%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-01
LQDA
0.00%LIQUIDIA CORPORATION
Shares5.9K
Event2026-03-31
Filed2026-05-01
GAL
-2.18%SSGA ACTIVE ETF TR
Shares4.5K
Event2026-03-31
Filed2026-05-01
TOI
0.00%THE ONCOLOGY INSTITUTE INC
Shares70.2K
Event2026-03-31
Filed2026-05-01
PSEP
0.65%INNOVATOR ETFS TRUST
Shares5.0K
Event2026-03-31
Filed2026-05-01
OXY
NewOCCIDENTAL PETE CORP
Shares3.3K
Event2026-03-31
Filed2026-05-01
DIVI
0.62%FRANKLIN TEMPLETON ETF TR
Shares5.4K
Event2026-03-31
Filed2026-05-01
ETHA
-0.50%ISHARES ETHEREUM TR
Shares13.4K
Event2026-03-31
Filed2026-05-01
ZMAY
0.00%INNOVATOR ETFS TRUST
Shares8.2K
Event2026-03-31
Filed2026-05-01
UJUN
0.00%INNOVATOR ETFS TRUST
Shares5.6K
Event2026-03-31
Filed2026-05-01
DAL
0.00%DELTA AIR LINES INC
Shares3.1K
Event2026-03-31
Filed2026-05-01
PJUL
0.00%INNOVATOR ETFS TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-01
PREF
0.16%PRINCIPAL EXCHANGE TRADED FD
Shares10.9K
Event2026-03-31
Filed2026-05-01
DOW
NewDOW HLDGS INC
Shares4.9K
Event2026-03-31
Filed2026-05-01
AOCT
0.00%INNOVATOR ETFS TRUST
Shares7.7K
Event2026-03-31
Filed2026-05-01
CVS
-2.00%CVS HEALTH CORP
Shares2.8K
Event2026-03-31
Filed2026-05-01
SHM
0.00%SPDR SERIES TRUST
Shares4.2K
Event2026-03-31
Filed2026-05-01
VCIT
-0.61%VANGUARD SCOTTSDALE FDS
Shares2.4K
Event2026-03-31
Filed2026-05-01
TGTX
NewTG THERAPEUTICS INC
Shares6.0K
Event2026-03-31
Filed2026-05-01
VLO
NewVALERO ENERGY CORP
Shares811
Event2026-03-31
Filed2026-05-01
PHO
0.00%INVESCO EXCHANGE TRADED FD T
Shares3.0K
Event2026-03-31
Filed2026-05-01
IWV
0.00%ISHARES TR
Shares532
Event2026-03-31
Filed2026-05-01
VYM
-10.28%VANGUARD WHITEHALL FDS
Shares1.3K
Event2026-03-31
Filed2026-05-01
SDY
-3.54%SPDR SERIES TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-01
NUHY
28.87%NUSHARES ETF TR
Shares9.2K
Event2026-03-31
Filed2026-05-01
FTEC
-6.74%FIDELITY COVINGTON TRUST
Shares913
Event2026-03-31
Filed2026-05-01
FDRR
0.00%FIDELITY COVINGTON TRUST
Shares3.2K
Event2026-03-31
Filed2026-05-01
PFF
0.59%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-05-01
HBAN
0.24%HUNTINGTON BANCSHARES INC
Shares11.9K
Event2026-03-31
Filed2026-05-01
QLD
0.00%PROSHARES TR
Shares3.0K
Event2026-03-31
Filed2026-05-01
TIP
-0.59%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-01
DVY
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-01
IUSV
0.34%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-01
NKE
NewNIKE INC
Shares3.4K
Event2026-03-31
Filed2026-05-01
SPEM
-0.05%SPDR INDEX SHS FDS
Shares3.7K
Event2026-03-31
Filed2026-05-01
IDV
0.00%ISHARES TR
Shares4.1K
Event2026-03-31
Filed2026-05-01
BDEC
0.00%INNOVATOR ETFS TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-01
HYG
-9.82%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-05-01
POCT
0.00%INNOVATOR ETFS TRUST
Shares3.9K
Event2026-03-31
Filed2026-05-01
PAUG
0.00%INNOVATOR ETFS TRUST
Shares3.9K
Event2026-03-31
Filed2026-05-01
HURA
NewTUHURA BIOSCIENCES INC
Shares91.5K
Event2026-03-31
Filed2026-05-01
XLRE
-62.23%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-05-01
NUEM
0.00%NUSHARES ETF TR
Shares4.3K
Event2026-03-31
Filed2026-05-01
ELECTROCORE INC
NewELECTROCORE INC
Shares26.0K
Event2026-03-31
Filed2026-05-01
IWO
-1.59%ISHARES TR
Shares494
Event2026-03-31
Filed2026-05-01
XLV
-71.80%SELECT SECTOR SPDR TR
Shares1.0K
Event2026-03-31
Filed2026-05-01
IWN
0.00%ISHARES TR
Shares772
Event2026-03-31
Filed2026-05-01
AVDE
0.00%AMERICAN CENTY ETF TR
Shares1.7K
Event2026-03-31
Filed2026-05-01
DUHP
0.26%DIMENSIONAL ETF TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-01
DFSV
0.33%DIMENSIONAL ETF TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-01
RYLD
-0.59%GLOBAL X FDS
Shares9.3K
Event2026-03-31
Filed2026-05-01
PIO
0.00%INVESCO EXCH TRADED FD TR II
Shares3.1K
Event2026-03-31
Filed2026-05-01
IWB
-88.17%ISHARES TR
Shares373
Event2026-03-31
Filed2026-05-01
UMAR
85.83%INNOVATOR ETFS TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-01
BSEP
3.44%INNOVATOR ETFS TRUST
Shares2.7K
Event2026-03-31
Filed2026-05-01
USEP
5.14%INNOVATOR ETFS TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-01
CIBR
1.47%FIRST TR EXCHANGE-TRADED FD
Shares1.9K
Event2026-03-31
Filed2026-05-01
QBUF
0.00%INNOVATOR ETFS TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-01
SHV
NewISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-01
GRNB
0.00%VANECK ETF TRUST
Shares4.7K
Event2026-03-31
Filed2026-05-01
NOCT
0.00%INNOVATOR ETFS TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-01
PAPR
0.00%INNOVATOR ETFS TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-01
RBUF
0.00%INNOVATOR ETFS TRUST
Shares3.8K
Event2026-03-31
Filed2026-05-01
IYR
0.00%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-01
ZALT
0.00%INNOVATOR ETFS TRUST
Shares3.4K
Event2026-03-31
Filed2026-05-01
KOCT
0.00%INNOVATOR ETFS TRUST
Shares3.3K
Event2026-03-31
Filed2026-05-01
URTH
0.00%ISHARES INC
Shares600
Event2026-03-31
Filed2026-05-01
FLBL
-0.15%FRANKLIN TEMPLETON ETF TR
Shares4.7K
Event2026-03-31
Filed2026-05-01
BGRN
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-01
URA
140.24%GLOBAL X FDS
Shares2.2K
Event2026-03-31
Filed2026-05-01
IFRA
-3.35%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-01
ISTB
-16.31%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-01
BIV
0.00%VANGUARD BD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-01
KDEC
0.00%INNOVATOR ETFS TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-01
FXL
-3.05%FIRST TR EXCHANGE-TRADED FD
Shares636
Event2026-03-31
Filed2026-05-01
IYE
0.00%ISHARES TR
Shares1.6K
Event2026-03-31
Filed2026-05-01
BNOV
0.00%INNOVATOR ETFS TRUST
Shares2.3K
Event2026-03-31
Filed2026-05-01
TDIV
4.73%FIRST TR EXCHANGE TRADED FD
Shares1.0K
Event2026-03-31
Filed2026-05-01
EELV
0.94%INVESCO EXCH TRADED FD TR II
Shares3.4K
Event2026-03-31
Filed2026-05-01
NJUL
0.00%INNOVATOR ETFS TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-01
DTD
0.00%WISDOMTREE TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
FV
0.13%FIRST TR EXCHANGE TRADED FD
Shares1.6K
Event2026-03-31
Filed2026-05-01
GDX
-0.60%VANECK ETF TRUST
Shares996
Event2026-03-31
Filed2026-05-01
USA
0.56%LIBERTY ALL STAR EQUITY FD
Shares16.5K
Event2026-03-31
Filed2026-05-01
PFXF
0.25%VANECK ETF TRUST
Shares5.2K
Event2026-03-31
Filed2026-05-01
NYF
0.00%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-01
IXN
0.00%ISHARES TR
Shares890
Event2026-03-31
Filed2026-05-01
BSV
-0.96%VANGUARD BD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-01
DLS
-0.55%WISDOMTREE TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
XBI
-12.27%SPDR SERIES TRUST
Shares679
Event2026-03-31
Filed2026-05-01
AVSE
0.00%AMERICAN CENTY ETF TR
Shares1.3K
Event2026-03-31
Filed2026-05-01
FVC
0.00%FIRST TR EXCHANGE TRADED FD
Shares2.4K
Event2026-03-31
Filed2026-05-01
PDP
0.00%INVESCO EXCHANGE TRADED FD T
Shares700
Event2026-03-31
Filed2026-05-01
TAN
0.00%INVESCO EXCH TRADED FD TR II
Shares1.4K
Event2026-03-31
Filed2026-05-01
JEPI
408.99%J P MORGAN EXCHANGE TRADED F
Shares1.4K
Event2026-03-31
Filed2026-05-01
BFEB
0.00%INNOVATOR ETFS TRUST
Shares1.6K
Event2026-03-31
Filed2026-05-01
DFCF
0.68%DIMENSIONAL ETF TRUST
Shares1.8K
Event2026-03-31
Filed2026-05-01
SPMD
0.32%SPDR SERIES TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-01
DDM
0.00%PROSHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-01
VONG
0.00%VANGUARD SCOTTSDALE FDS
Shares653
Event2026-03-31
Filed2026-05-01
FNDX
0.00%SCHWAB STRATEGIC TR
Shares2.5K
Event2026-03-31
Filed2026-05-01
DEW
0.00%WISDOMTREE TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
BALT
0.00%INNOVATOR ETFS TRUST
Shares2.1K
Event2026-03-31
Filed2026-05-01
BGY
-35.60%BLACKROCK ENHANCED INTL DIV
Shares12.6K
Event2026-03-31
Filed2026-05-01
TFLO
-17.51%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-01
BKLN
-0.24%INVESCO EXCH TRADED FD TR II
Shares3.3K
Event2026-03-31
Filed2026-05-01
AVEM
1.13%AMERICAN CENTY ETF TR
Shares809
Event2026-03-31
Filed2026-05-01
RSPU
0.00%INVESCO EXCHANGE TRADED FD T
Shares790
Event2026-03-31
Filed2026-05-01
XLE
12.63%SELECT SECTOR SPDR TR
Shares954
Event2026-03-31
Filed2026-05-01
RDVY
13.54%FIRST TR EXCHANGE TRADED FD
Shares822
Event2026-03-31
Filed2026-05-01
EWZ
0.00%ISHARES INC
Shares1.4K
Event2026-03-31
Filed2026-05-01
VSGX
291.89%VANGUARD WORLD FD
Shares725
Event2026-03-31
Filed2026-05-01
SOXQ
15.73%INVESCO EXCH TRADED FD TR II
Shares868
Event2026-03-31
Filed2026-05-01
FDIS
0.00%FIDELITY COVINGTON TRUST
Shares550
Event2026-03-31
Filed2026-05-01
DNN
-9.38%DENISON MINES CORP
Shares14.5K
Event2026-03-31
Filed2026-05-01
PGX
-32.90%INVESCO EXCH TRADED FD TR II
Shares4.5K
Event2026-03-31
Filed2026-05-01
MUNI
0.00%PIMCO ETF TR
Shares949
Event2026-03-31
Filed2026-05-01
UOCT
-1.46%INNOVATOR ETFS TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-01
GDXJ
0.00%VANECK ETF TRUST
Shares398
Event2026-03-31
Filed2026-05-01
QLTA
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-01
DISV
0.00%DIMENSIONAL ETF TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-01
VYMI
0.00%VANGUARD WHITEHALL FDS
Shares503
Event2026-03-31
Filed2026-05-01
BBUS
0.00%J P MORGAN EXCHANGE TRADED F
Shares388
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares2.0K
Event2026-03-31
Filed2026-05-01
DFAT
0.00%DIMENSIONAL ETF TRUST
Shares712
Event2026-03-31
Filed2026-05-01
ERTH
-10.14%INVESCO EXCHANGE TRADED FD T
Shares930
Event2026-03-31
Filed2026-05-01
EWG
0.00%ISHARES INC
Shares1.1K
Event2026-03-31
Filed2026-05-01
IEI
0.00%ISHARES TR
Shares360
Event2026-03-31
Filed2026-05-01
PIM
0.00%PUTNAM MASTER INTER INCOME T
Shares13.0K
Event2026-03-31
Filed2026-05-01
BMAR
-58.05%INNOVATOR ETFS TRUST
Shares808
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-05-01
SPSM
5.91%SPDR SERIES TRUST
Shares825
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares1.5K
Event2026-03-31
Filed2026-05-01
HEDJ
0.00%WISDOMTREE TR
Shares724
Event2026-03-31
Filed2026-05-01
SPYD
11.72%SPDR SERIES TRUST
Shares801
Event2026-03-31
Filed2026-05-01
IDU
0.00%ISHARES TR
Shares306
Event2026-03-31
Filed2026-05-01
DIHP
0.36%DIMENSIONAL ETF TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares1.2K
Event2026-03-31
Filed2026-05-01
AIA
0.00%ISHARES TR
Shares330
Event2026-03-31
Filed2026-05-01
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares482
Event2026-03-31
Filed2026-05-01
CORP
3.02%PIMCO ETF TR
Shares341
Event2026-03-31
Filed2026-05-01
LCTU
-6.79%BLACKROCK ETF TRUST
Shares467
Event2026-03-31
Filed2026-05-01
IHF
0.00%ISHARES TR
Shares781
Event2026-03-31
Filed2026-05-01
FNDC
0.00%SCHWAB STRATEGIC TR
Shares700
Event2026-03-31
Filed2026-05-01
IYT
0.00%ISHARES TR
Shares432
Event2026-03-31
Filed2026-05-01
SHYG
0.00%ISHARES TR
Shares744
Event2026-03-31
Filed2026-05-01
FALN
-2.79%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
OXY.WS
NewOCCIDENTAL PETE CORP
Shares704
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares1.3K
Event2026-03-31
Filed2026-05-01
IXC
-4.11%ISHARES TR
Shares490
Event2026-03-31
Filed2026-05-01
BBIN
0.00%J P MORGAN EXCHANGE TRADED F
Shares383
Event2026-03-31
Filed2026-05-01
XLY
16.04%SELECT SECTOR SPDR TR
Shares246
Event2026-03-31
Filed2026-05-01
XLP
3.15%SELECT SECTOR SPDR TR
Shares327
Event2026-03-31
Filed2026-05-01
UJAN
139.16%INNOVATOR ETFS TRUST
Shares629
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares1.1K
Event2026-03-31
Filed2026-05-01
MLPX
0.00%GLOBAL X FDS
Shares349
Event2026-03-31
Filed2026-05-01
VTEI
-62.75%VANGUARD MUN BD FDS
Shares247
Event2026-03-31
Filed2026-05-01
IMTB
0.00%ISHARES TR
Shares555
Event2026-03-31
Filed2026-05-01
RPV
0.00%INVESCO EXCHANGE TRADED FD T
Shares225
Event2026-03-31
Filed2026-05-01
BJUL
0.00%INNOVATOR ETFS TRUST
Shares478
Event2026-03-31
Filed2026-05-01
HIMU
-97.13%BLACKROCK ETF TRUST II
Shares492
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares922
Event2026-03-31
Filed2026-05-01
HEFA
0.00%ISHARES TR
Shares510
Event2026-03-31
Filed2026-05-01
REM
0.00%ISHARES TR
Shares1.0K
Event2026-03-31
Filed2026-05-01
SMH
-72.14%VANECK ETF TRUST
Shares56
Event2026-03-31
Filed2026-05-01
PJUN
0.00%INNOVATOR ETFS TRUST
Shares512
Event2026-03-31
Filed2026-05-01
DRIV
0.00%GLOBAL X FDS
Shares686
Event2026-03-31
Filed2026-05-01
BIL
-46.43%SPDR SERIES TRUST
Shares225
Event2026-03-31
Filed2026-05-01
VXF
0.00%VANGUARD INDEX FDS
Shares98
Event2026-03-31
Filed2026-05-01
SCHP
0.00%SCHWAB STRATEGIC TR
Shares754
Event2026-03-31
Filed2026-05-01
SELECT SECTOR SPDR TR
NewSELECT SECTOR SPDR TR
Shares783
Event2026-03-31
Filed2026-05-01
NLR
0.00%VANECK ETF TRUST
Shares143
Event2026-03-31
Filed2026-05-01
Call Option Holdings
NKE Call
NewNIKE INC
Shares1.0K
Event2026-03-31
Filed2026-05-01
NFLX Call
NewNETFLIX INC.
Shares500
Event2026-03-31
Filed2026-05-01
Put Option Holdings
No put option holdings data available
No put option holdings data available