Sponsored
The Analysis of Western Wealth Management, LLC's Holdings & P&L
Currently, Western Wealth Management, LLC holds 2675 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in AAPL (+85.6K shares, valued at $21.7M), NVDA (+97.5K shares, valued at $17.0M), BRK.A (+19 shares, valued at $13.6M); decreased their positions in XLG (-103.9K shares, valued at $5.7M), MINT (-27.2K shares, valued at $2.7M), IGSB (-46.3K shares, valued at $2.4M); initiated new positions in TBIL (+185.2K shares, valued at $9.2M), GRNY (+344.6K shares, valued at $8.2M), IDEQ (+200.5K shares, valued at $6.4M).
1M P&L
+34.7M+1.74%
3M P&L
-64.0M-3.06%
HY P&L
+12.1M+0.60%
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/A1.3B
69.2%
2Semiconductors72.2M
3.8%
3Consumer Electronics71.5M
3.8%
Top Industries by Stock Count
1N/A511 stocks
65.0%
2Software - Application14 stocks
1.8%
3Drug Manufacturers - General11 stocks
1.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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AAPL
32.53%APPLE INC
Shares348.7K
Event2026-03-31
Filed2026-05-19
INVESCO QQQ TR
1.18%INVESCO QQQ TR
Shares131.5K
Event2026-03-31
Filed2026-05-19
QQQM
9.94%INVESCO EXCH TRADED FD TR II
Shares312.6K
Event2026-03-31
Filed2026-05-19
NVDA
32.42%NVIDIA CORPORATION
Shares398.4K
Event2026-03-31
Filed2026-05-19
SPYM
-0.17%SPDR SERIES TRUST
Shares717.2K
Event2026-03-31
Filed2026-05-19
CGDV
8.52%CAPITAL GROUP DIVIDEND VALUE
Shares1.1M
Event2026-03-31
Filed2026-05-19
BERKSHIRE HATHAWAY INC DEL
-1.62%BERKSHIRE HATHAWAY INC DEL
Shares89.0K
Event2026-03-31
Filed2026-05-19
MSFT
25.39%MICROSOFT CORP
Shares113.0K
Event2026-03-31
Filed2026-05-19
SPY
22.12%STATE STR SPDR S&P 500 ETF T
Shares62.0K
Event2026-03-31
Filed2026-05-19
AMZN
25.30%AMAZON COM INC
Shares189.4K
Event2026-03-31
Filed2026-05-19
SPYG
3.95%SPDR SERIES TRUST
Shares392.1K
Event2026-03-31
Filed2026-05-19
SDVY
12.26%FIRST TR EXCHANGE TRADED FD
Shares849.2K
Event2026-03-31
Filed2026-05-19
ALPHABET INC
17.69%ALPHABET INC
Shares108.3K
Event2026-03-31
Filed2026-05-19
IVV
35.49%ISHARES TR
Shares44.9K
Event2026-03-31
Filed2026-05-19
BROADCOM INC
24.29%BROADCOM INC
Shares88.7K
Event2026-03-31
Filed2026-05-19
SPYV
8.41%SPDR SERIES TRUST
Shares479.8K
Event2026-03-31
Filed2026-05-19
IVW
8.53%ISHARES TR
Shares235.4K
Event2026-03-31
Filed2026-05-19
DGRW
24.09%WISDOMTREE TR
Shares277.8K
Event2026-03-31
Filed2026-05-19
RDVY
4.45%FIRST TR EXCHANGE TRADED FD
Shares353.7K
Event2026-03-31
Filed2026-05-19
VANGUARD INDEX FDS
12.80%VANGUARD INDEX FDS
Shares39.5K
Event2026-03-31
Filed2026-05-19
VIG
6.34%VANGUARD SPECIALIZED FUNDS
Shares108.1K
Event2026-03-31
Filed2026-05-19
GLD
7.93%SPDR GOLD TR
Shares49.7K
Event2026-03-31
Filed2026-05-19
VTI
12.01%VANGUARD INDEX FDS
Shares65.8K
Event2026-03-31
Filed2026-05-19
COST
21.01%COSTCO WHOLESALE CORPORATION
Shares19.2K
Event2026-03-31
Filed2026-05-19
JPM
49.06%JPMORGAN CHASE & CO
Shares63.7K
Event2026-03-31
Filed2026-05-19
IJH
24.38%ISHARES TR
Shares271.7K
Event2026-03-31
Filed2026-05-19
FTSM
5.64%FIRST TR EXCHANGE-TRADED FD
Shares291.4K
Event2026-03-31
Filed2026-05-19
ALPHABET INC
48.49%ALPHABET INC
Shares59.9K
Event2026-03-31
Filed2026-05-19
META
20.77%META PLATFORMS INC
Shares27.7K
Event2026-03-31
Filed2026-05-19
XLK
16.26%SELECT SECTOR SPDR TR
Shares113.9K
Event2026-03-31
Filed2026-05-19
BRK.A
1900.00%BERKSHIRE HATHAWAY INC DEL
Shares20
Event2026-03-31
Filed2026-05-19
VGT
22.29%VANGUARD WORLD FD
Shares20.5K
Event2026-03-31
Filed2026-05-19
XOM
40.82%EXXON MOBIL CORP
Shares82.5K
Event2026-03-31
Filed2026-05-19
SPSM
25.69%SPDR SERIES TRUST
Shares279.7K
Event2026-03-31
Filed2026-05-19
SPDW
47.39%SPDR INDEX SHS FDS
Shares295.3K
Event2026-03-31
Filed2026-05-19
VUG
89.60%VANGUARD INDEX FDS
Shares29.5K
Event2026-03-31
Filed2026-05-19
SPMD
18.94%SPDR SERIES TRUST
Shares216.4K
Event2026-03-31
Filed2026-05-19
EVTR
9.49%MORGAN STANLEY ETF TRUST
Shares244.2K
Event2026-03-31
Filed2026-05-19
TSLA
60.67%TESLA INC
Shares33.2K
Event2026-03-31
Filed2026-05-19
UCON
14.53%FIRST TR EXCHNG TRADED FD VI
Shares497.7K
Event2026-03-31
Filed2026-05-19
LLY
54.57%ELI LILLY & CO
Shares13.2K
Event2026-03-31
Filed2026-05-19
V
21.96%VISA INC
Shares39.7K
Event2026-03-31
Filed2026-05-19
VEA
235.36%VANGUARD TAX-MANAGED FDS
Shares182.7K
Event2026-03-31
Filed2026-05-19
WMT
30.57%WALMART INC
Shares91.7K
Event2026-03-31
Filed2026-05-19
IWF
7.07%ISHARES TR
Shares26.1K
Event2026-03-31
Filed2026-05-19
VFLO
8.39%VICTORY PORTFOLIOS II
Shares268.6K
Event2026-03-31
Filed2026-05-19
FTCS
-2.30%FIRST TR EXCHANGE-TRADED FD
Shares111.0K
Event2026-03-31
Filed2026-05-19
SPTM
15.83%SPDR SERIES TRUST
Shares127.9K
Event2026-03-31
Filed2026-05-19
BUFR
46.39%FIRST TR EXCHNG TRADED FD VI
Shares279.9K
Event2026-03-31
Filed2026-05-19
TSM
27.41%TAIWAN SEMICONDUCTOR MANUFAC
Shares28.0K
Event2026-03-31
Filed2026-05-19
TBIL
NewRBB FD INC
Shares185.2K
Event2026-03-31
Filed2026-05-19
BIL
202.70%SPDR SERIES TRUST
Shares98.3K
Event2026-03-31
Filed2026-05-19
ROUS
12.38%LATTICE STRATEGIES TR
Shares150.4K
Event2026-03-31
Filed2026-05-19
VYM
53.40%VANGUARD WHITEHALL FDS
Shares59.0K
Event2026-03-31
Filed2026-05-19
PLTR
10.56%PALANTIR TECHNOLOGIES INC
Shares56.8K
Event2026-03-31
Filed2026-05-19
XLV
8.76%SELECT SECTOR SPDR TR
Shares56.3K
Event2026-03-31
Filed2026-05-19
XLF
19.26%SELECT SECTOR SPDR TR
Shares167.3K
Event2026-03-31
Filed2026-05-19
GRNY
NewTIDAL TRUST I
Shares344.6K
Event2026-03-31
Filed2026-05-19
CGGR
25.17%CAPITAL GROUP GROWTH ETF
Shares204.5K
Event2026-03-31
Filed2026-05-19
JGRO
2.82%J P MORGAN EXCHANGE TRADED F
Shares96.1K
Event2026-03-31
Filed2026-05-19
QUAL
65.77%ISHARES TR
Shares42.2K
Event2026-03-31
Filed2026-05-19
ABBV
54.59%ABBVIE INC
Shares36.8K
Event2026-03-31
Filed2026-05-19
VTV
130.61%VANGUARD INDEX FDS
Shares40.3K
Event2026-03-31
Filed2026-05-19
JNJ
79.29%JOHNSON & JOHNSON
Shares31.6K
Event2026-03-31
Filed2026-05-19
RWL
-0.14%INVESCO EXCH TRADED FD TR II
Shares66.8K
Event2026-03-31
Filed2026-05-19
HD
82.70%HOME DEPOT INC
Shares23.1K
Event2026-03-31
Filed2026-05-19
AOA
9.27%ISHARES TR
Shares85.0K
Event2026-03-31
Filed2026-05-19
SCHG
396.36%SCHWAB STRATEGIC TR
Shares254.9K
Event2026-03-31
Filed2026-05-19
NFLX
39.29%NETFLIX INC.
Shares74.9K
Event2026-03-31
Filed2026-05-19
XLE
19.72%SELECT SECTOR SPDR TR
Shares116.2K
Event2026-03-31
Filed2026-05-19
FLRT
458.08%PACER FDS TR
Shares152.8K
Event2026-03-31
Filed2026-05-19
ITOT
36.27%ISHARES TR
Shares49.3K
Event2026-03-31
Filed2026-05-19
USMV
1.15%ISHARES TR
Shares75.1K
Event2026-03-31
Filed2026-05-19
XLI
46.52%SELECT SECTOR SPDR TR
Shares42.8K
Event2026-03-31
Filed2026-05-19
MCD
15.98%MCDONALDS CORP
Shares21.7K
Event2026-03-31
Filed2026-05-19
XLC
18.99%SELECT SECTOR SPDR TR
Shares60.3K
Event2026-03-31
Filed2026-05-19
SMH
26.60%VANECK ETF TRUST
Shares17.4K
Event2026-03-31
Filed2026-05-19
SRLN
485.36%SSGA ACTIVE ETF TR
Shares163.0K
Event2026-03-31
Filed2026-05-19
IEFA
9.85%ISHARES TR
Shares71.8K
Event2026-03-31
Filed2026-05-19
PG
13.95%PROCTER & GAMBLE CO
Shares44.6K
Event2026-03-31
Filed2026-05-19
SPEM
103.89%SPDR INDEX SHS FDS
Shares136.7K
Event2026-03-31
Filed2026-05-19
SCHX
102.56%SCHWAB STRATEGIC TR
Shares249.0K
Event2026-03-31
Filed2026-05-19
IDEQ
NewLAZARD ACTIVE ETF TR
Shares200.5K
Event2026-03-31
Filed2026-05-19
SPIB
24.50%SPDR SERIES TRUST
Shares189.4K
Event2026-03-31
Filed2026-05-19
MA
22.50%MASTERCARD INCORPORATED
Shares12.6K
Event2026-03-31
Filed2026-05-19
SCHD
55.11%SCHWAB STRATEGIC TR
Shares201.1K
Event2026-03-31
Filed2026-05-19
AIRR
4.71%FIRST TR EXCHANGE TRADED FD
Shares55.6K
Event2026-03-31
Filed2026-05-19
CVX
72.53%CHEVRON CORPORATION
Shares29.1K
Event2026-03-31
Filed2026-05-19
CGUS
23.16%CAPITAL GROUP CORE EQUITY ET
Shares154.9K
Event2026-03-31
Filed2026-05-19
CSCO
60.51%CISCO SYS INC
Shares76.4K
Event2026-03-31
Filed2026-05-19
SPTI
-1.97%SPDR SERIES TRUST
Shares205.9K
Event2026-03-31
Filed2026-05-19
ITA
-10.27%ISHARES TR
Shares26.9K
Event2026-03-31
Filed2026-05-19
IEMG
56.55%ISHARES INC
Shares84.1K
Event2026-03-31
Filed2026-05-19
IJR
58.94%ISHARES TR
Shares46.3K
Event2026-03-31
Filed2026-05-19
VZ
101.84%VERIZON COMMUNICATIONS INC
Shares113.7K
Event2026-03-31
Filed2026-05-19
DFAC
-1.26%DIMENSIONAL ETF TRUST
Shares144.1K
Event2026-03-31
Filed2026-05-19
ISHARES GOLD TR
40.33%ISHARES GOLD TR
Shares63.1K
Event2026-03-31
Filed2026-05-19
GE AEROSPACE
36.58%GE AEROSPACE
Shares19.6K
Event2026-03-31
Filed2026-05-19
JEPI
NewJ P MORGAN EXCHANGE TRADED F
Shares96.7K
Event2026-03-31
Filed2026-05-19
JPST
55.87%J P MORGAN EXCHANGE TRADED F
Shares106.7K
Event2026-03-31
Filed2026-05-19
EFA
8.25%ISHARES TR
Shares55.2K
Event2026-03-31
Filed2026-05-19
KO
43.98%COCA COLA CO
Shares70.2K
Event2026-03-31
Filed2026-05-19
RECS
2.14%COLUMBIA ETF TR I
Shares136.8K
Event2026-03-31
Filed2026-05-19
CAT
66.09%CATERPILLAR INC
Shares7.4K
Event2026-03-31
Filed2026-05-19
SPHQ
1.57%INVESCO EXCHANGE TRADED FD T
Shares69.0K
Event2026-03-31
Filed2026-05-19
DGRO
27.84%ISHARES TR
Shares73.0K
Event2026-03-31
Filed2026-05-19
FVD
-9.75%FIRST TR EXCHANGE-TRADED FD
Shares108.2K
Event2026-03-31
Filed2026-05-19
ORLY
-1.47%OREILLY AUTOMOTIVE INC
Shares54.6K
Event2026-03-31
Filed2026-05-19
BLACKROCK INC
65.59%BLACKROCK INC
Shares5.2K
Event2026-03-31
Filed2026-05-19
QGRW
514.70%WISDOMTREE TR
Shares91.9K
Event2026-03-31
Filed2026-05-19
QCOM
84.22%QUALCOMM INC
Shares38.1K
Event2026-03-31
Filed2026-05-19
GEV
21.56%GE VERNOVA INC
Shares5.6K
Event2026-03-31
Filed2026-05-19
FNX
2.37%FIRST TR EXCHANGE-TRADED ALP
Shares37.7K
Event2026-03-31
Filed2026-05-19
BAC
6.67%BANK AMERICA CORP
Shares97.3K
Event2026-03-31
Filed2026-05-19
IHDG
-4.04%WISDOMTREE TR
Shares96.0K
Event2026-03-31
Filed2026-05-19
WTV
99.59%WISDOMTREE TR
Shares48.8K
Event2026-03-31
Filed2026-05-19
PYLD
96.00%PIMCO ETF TR
Shares173.2K
Event2026-03-31
Filed2026-05-19
ISRG
83.86%INTUITIVE SURGICAL INC
Shares9.8K
Event2026-03-31
Filed2026-05-19
AOM
1.95%ISHARES TR
Shares95.3K
Event2026-03-31
Filed2026-05-19
FPE
-8.73%FIRST TR EXCH TRADED FD III
Shares249.9K
Event2026-03-31
Filed2026-05-19
MTUM
26.36%ISHARES TR
Shares18.3K
Event2026-03-31
Filed2026-05-19
JAVA
26.65%J P MORGAN EXCHANGE TRADED F
Shares61.0K
Event2026-03-31
Filed2026-05-19
USFR
-15.55%WISDOMTREE TR
Shares85.6K
Event2026-03-31
Filed2026-05-19
DIA
-0.07%STATE STR SPDR DOW JONES IND
Shares9.2K
Event2026-03-31
Filed2026-05-19
SPMB
-1.89%SPDR SERIES TRUST
Shares189.3K
Event2026-03-31
Filed2026-05-19
AGG
11.50%ISHARES TR
Shares42.6K
Event2026-03-31
Filed2026-05-19
IWM
47.92%ISHARES TR
Shares17.0K
Event2026-03-31
Filed2026-05-19
XLRE
12.57%SELECT SECTOR SPDR TR
Shares102.8K
Event2026-03-31
Filed2026-05-19
EATON CORP PLC
104.04%EATON CORP PLC
Shares11.7K
Event2026-03-31
Filed2026-05-19
FTSL
370.33%FIRST TR EXCHANGE-TRADED FD
Shares92.7K
Event2026-03-31
Filed2026-05-19
GLW
17.11%CORNING INC
Shares30.2K
Event2026-03-31
Filed2026-05-19
JQUA
-0.41%J P MORGAN EXCHANGE TRADED F
Shares67.0K
Event2026-03-31
Filed2026-05-19
SLV
-12.25%ISHARES SILVER TR
Shares59.9K
Event2026-03-31
Filed2026-05-19
AMD
35.08%ADVANCED MICRO DEVICES INC
Shares19.1K
Event2026-03-31
Filed2026-05-19
IVE
12.83%ISHARES TR
Shares18.4K
Event2026-03-31
Filed2026-05-19
CRWD
-1.72%CROWDSTRIKE HLDGS INC
Shares9.9K
Event2026-03-31
Filed2026-05-19
TMFC
0.88%RBB FD INC
Shares58.6K
Event2026-03-31
Filed2026-05-19
PULS
94.85%PGIM ETF TR
Shares78.0K
Event2026-03-31
Filed2026-05-19
SPYD
68.82%SPDR SERIES TRUST
Shares84.5K
Event2026-03-31
Filed2026-05-19
MERCK & CO INC
43.79%MERCK & CO INC
Shares32.0K
Event2026-03-31
Filed2026-05-19
SCHP
1623.62%SCHWAB STRATEGIC TR
Shares144.5K
Event2026-03-31
Filed2026-05-19
TRFK
-1.33%PACER FDS TR
Shares61.3K
Event2026-03-31
Filed2026-05-19
CGCP
31.94%CAPITAL GRP FIXED INCM ETF T
Shares167.7K
Event2026-03-31
Filed2026-05-19
SILJ
246.54%AMPLIFY ETF TR
Shares125.8K
Event2026-03-31
Filed2026-05-19
MOAT
-9.61%VANECK ETF TRUST
Shares38.6K
Event2026-03-31
Filed2026-05-19
UNH
61.29%UNITEDHEALTH GROUP INC
Shares13.8K
Event2026-03-31
Filed2026-05-19
CME
1432.27%CME GROUP INC
Shares12.5K
Event2026-03-31
Filed2026-05-19
IWD
9.28%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-19
PSLV
-2.37%SPROTT ASSET MANAGEMENT LP
Shares150.7K
Event2026-03-31
Filed2026-05-19
TJX
0.43%TJX COS INC NEW
Shares23.0K
Event2026-03-31
Filed2026-05-19
LMBS
612.54%FIRST TR EXCHANGE-TRADED FD
Shares72.6K
Event2026-03-31
Filed2026-05-19
AMGN
137.54%AMGEN INC
Shares10.2K
Event2026-03-31
Filed2026-05-19
BILS
7.65%SPDR SERIES TRUST
Shares36.1K
Event2026-03-31
Filed2026-05-19
RTX
18.46%RTX CORPORATION
Shares18.5K
Event2026-03-31
Filed2026-05-19
CGCB
11.54%CAPITAL GRP FIXED INCM ETF T
Shares135.4K
Event2026-03-31
Filed2026-05-19
NEE
44.70%NEXTERA ENERGY INC
Shares38.0K
Event2026-03-31
Filed2026-05-19
FYX
7.55%FIRST TR EXCHANGE-TRADED ALP
Shares29.5K
Event2026-03-31
Filed2026-05-19
BIV
1086.25%VANGUARD BD INDEX FDS
Shares45.6K
Event2026-03-31
Filed2026-05-19
SHY
456.48%ISHARES TR
Shares42.4K
Event2026-03-31
Filed2026-05-19
FMBH
0.00%FIRST MID BANCSHARES INC
Shares85.0K
Event2026-03-31
Filed2026-05-19
IUSG
4.56%ISHARES TR
Shares22.5K
Event2026-03-31
Filed2026-05-19
CTA
3.21%SIMPLIFY EXCHANGE TRADED FUN
Shares114.5K
Event2026-03-31
Filed2026-05-19
GLDM
-0.91%WORLD GOLD TR
Shares36.8K
Event2026-03-31
Filed2026-05-19
CTAS
-12.00%CINTAS CORP
Shares20.1K
Event2026-03-31
Filed2026-05-19
XYLD
863.80%GLOBAL X FDS
Shares86.9K
Event2026-03-31
Filed2026-05-19
FNDX
172.91%SCHWAB STRATEGIC TR
Shares121.6K
Event2026-03-31
Filed2026-05-19
COP
37.19%CONOCOPHILLIPS
Shares25.6K
Event2026-03-31
Filed2026-05-19
SDY
8.24%SPDR SERIES TRUST
Shares23.1K
Event2026-03-31
Filed2026-05-19
LMT
26.83%LOCKHEED MARTIN CORP
Shares5.6K
Event2026-03-31
Filed2026-05-19
LINDE PLC
9.09%LINDE PLC
Shares6.7K
Event2026-03-31
Filed2026-05-19
IUSB
12.68%ISHARES TR
Shares72.2K
Event2026-03-31
Filed2026-05-19
T
14.46%AT&T INC
Shares114.9K
Event2026-03-31
Filed2026-05-19
UBER
10.41%UBER TECHNOLOGIES INC
Shares45.9K
Event2026-03-31
Filed2026-05-19
CGNG
146.32%CAPITAL GROUP NEW GEOGRAPHY
Shares104.6K
Event2026-03-31
Filed2026-05-19
SPDV
9.37%ETF SER SOLUTIONS
Shares88.5K
Event2026-03-31
Filed2026-05-19
BOND
NewPIMCO ETF TR
Shares35.6K
Event2026-03-31
Filed2026-05-19
PANW
32.99%PALO ALTO NETWORKS INC
Shares20.5K
Event2026-03-31
Filed2026-05-19
PTNQ
0.82%PACER FDS TR
Shares44.6K
Event2026-03-31
Filed2026-05-19
BAI
96.68%BLACKROCK ETF TRUST
Shares98.6K
Event2026-03-31
Filed2026-05-19
CLOI
84.59%VANECK ETF TRUST
Shares61.5K
Event2026-03-31
Filed2026-05-19
DVY
-1.69%ISHARES TR
Shares21.4K
Event2026-03-31
Filed2026-05-19
QTUM
25.85%ETF SER SOLUTIONS
Shares30.1K
Event2026-03-31
Filed2026-05-19
DFAX
-0.27%DIMENSIONAL ETF TRUST
Shares94.7K
Event2026-03-31
Filed2026-05-19
PPA
46.43%INVESCO EXCHANGE TRADED FD T
Shares19.3K
Event2026-03-31
Filed2026-05-19
NOC
53.99%NORTHROP GRUMMAN CORP
Shares4.7K
Event2026-03-31
Filed2026-05-19
XLP
21.39%SELECT SECTOR SPDR TR
Shares38.6K
Event2026-03-31
Filed2026-05-19
VBK
-2.90%VANGUARD INDEX FDS
Shares10.4K
Event2026-03-31
Filed2026-05-19
IYW
25.95%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-19
INVESCO EXCH TRADED FD TR II
4.23%INVESCO EXCH TRADED FD TR II
Shares42.4K
Event2026-03-31
Filed2026-05-19
XLG
-65.16%INVESCO EXCHANGE TRADED FD T
Shares55.5K
Event2026-03-31
Filed2026-05-19
PH
-0.71%PARKER-HANNIFIN CORP
Shares3.4K
Event2026-03-31
Filed2026-05-19
BITWISE 10 CRYPTO INDEX ETF
16.25%BITWISE 10 CRYPTO INDEX ETF
Shares66.7K
Event2026-03-31
Filed2026-05-19
FPX
-0.19%FIRST TR EXCHANGE-TRADED FD
Shares18.7K
Event2026-03-31
Filed2026-05-19
QEFA
3.85%SPDR INDEX SHS FDS
Shares31.7K
Event2026-03-31
Filed2026-05-19
VPU
-7.41%VANGUARD WORLD FD
Shares14.8K
Event2026-03-31
Filed2026-05-19
AXP
15.27%AMERICAN EXPRESS CO
Shares9.7K
Event2026-03-31
Filed2026-05-19
IEF
2.18%ISHARES TR
Shares30.6K
Event2026-03-31
Filed2026-05-19
HDV
5.58%ISHARES TR
Shares21.5K
Event2026-03-31
Filed2026-05-19
TMO
31.69%THERMO FISHER SCIENTIFIC INC
Shares5.9K
Event2026-03-31
Filed2026-05-19
IFRA
84.57%ISHARES TR
Shares50.4K
Event2026-03-31
Filed2026-05-19
VONG
0.40%VANGUARD SCOTTSDALE FDS
Shares26.3K
Event2026-03-31
Filed2026-05-19
SPGI
30.17%S&P GLOBAL INC
Shares6.8K
Event2026-03-31
Filed2026-05-19
CGXU
17.20%CAPITAL GROUP INTL FOCUS EQT
Shares97.3K
Event2026-03-31
Filed2026-05-19
SPSB
31.54%SPDR SERIES TRUST
Shares95.3K
Event2026-03-31
Filed2026-05-19
DIS
97.18%DISNEY WALT CO
Shares29.6K
Event2026-03-31
Filed2026-05-19
FXO
-1.09%FIRST TR EXCHANGE-TRADED FD
Shares50.0K
Event2026-03-31
Filed2026-05-19
ABT
66.69%ABBOTT LABORATORIES
Shares27.3K
Event2026-03-31
Filed2026-05-19
JEPQ
119.62%J P MORGAN EXCHANGE TRADED F
Shares50.4K
Event2026-03-31
Filed2026-05-19
SYK
33.16%STRYKER CORPORATION
Shares8.5K
Event2026-03-31
Filed2026-05-19
IXN
7.67%ISHARES TR
Shares27.7K
Event2026-03-31
Filed2026-05-19
PSX
247.39%PHILLIPS 66
Shares15.2K
Event2026-03-31
Filed2026-05-19
IG
NewPRINCIPAL EXCHANGE TRADED FD
Shares134.1K
Event2026-03-31
Filed2026-05-19
FTC
-4.38%FIRST TR EXCHANGE-TRADED ALP
Shares17.9K
Event2026-03-31
Filed2026-05-19
CRM
48.65%SALESFORCE INC
Shares14.7K
Event2026-03-31
Filed2026-05-19
IBM
43.68%INTERNATIONAL BUSINESS MACHS
Shares11.2K
Event2026-03-31
Filed2026-05-19
JBND
5.34%J P MORGAN EXCHANGE TRADED F
Shares50.4K
Event2026-03-31
Filed2026-05-19
PAVE
35.36%GLOBAL X FDS
Shares53.0K
Event2026-03-31
Filed2026-05-19
NLR
70.93%VANECK ETF TRUST
Shares20.2K
Event2026-03-31
Filed2026-05-19
XLU
21.02%SELECT SECTOR SPDR TR
Shares58.0K
Event2026-03-31
Filed2026-05-19
SHV
415.78%ISHARES TR
Shares24.1K
Event2026-03-31
Filed2026-05-19
FLRG
NewFIDELITY COVINGTON TRUST
Shares72.0K
Event2026-03-31
Filed2026-05-19
VCSH
199.25%VANGUARD SCOTTSDALE FDS
Shares33.0K
Event2026-03-31
Filed2026-05-19
DBEF
739.17%DBX ETF TR
Shares52.8K
Event2026-03-31
Filed2026-05-19
SCHB
64.16%SCHWAB STRATEGIC TR
Shares103.9K
Event2026-03-31
Filed2026-05-19
COWZ
-15.65%PACER FDS TR
Shares41.4K
Event2026-03-31
Filed2026-05-19
HYFI
180.69%AB ACTIVE ETFS INC
Shares69.1K
Event2026-03-31
Filed2026-05-19
MTBA
NewSIMPLIFY EXCHANGE TRADED FUN
Shares52.0K
Event2026-03-31
Filed2026-05-19
UNP
184.06%UNION PAC CORP
Shares10.6K
Event2026-03-31
Filed2026-05-19
MBB
1.83%ISHARES TR
Shares26.9K
Event2026-03-31
Filed2026-05-19
TCAF
22.00%T ROWE PRICE ETF INC
Shares71.8K
Event2026-03-31
Filed2026-05-19
ARISTA NETWORKS INC
32.15%ARISTA NETWORKS INC
Shares20.7K
Event2026-03-31
Filed2026-05-19
VO
56.98%VANGUARD INDEX FDS
Shares8.8K
Event2026-03-31
Filed2026-05-19
PEP
21.41%PEPSICO INC
Shares16.2K
Event2026-03-31
Filed2026-05-19
FEGE
NewRBB FUND TRUST
Shares53.5K
Event2026-03-31
Filed2026-05-19
XMHQ
-12.34%INVESCO EXCHANGE TRADED FD T
Shares24.3K
Event2026-03-31
Filed2026-05-19
JIRE
-3.42%J P MORGAN EXCHANGE TRADED F
Shares33.0K
Event2026-03-31
Filed2026-05-19
IGF
309.14%ISHARES TR
Shares37.2K
Event2026-03-31
Filed2026-05-19
VB
4.21%VANGUARD INDEX FDS
Shares9.5K
Event2026-03-31
Filed2026-05-19
EME
14.68%EMCOR GROUP INC
Shares3.4K
Event2026-03-31
Filed2026-05-19
VGIT
NewVANGUARD SCOTTSDALE FDS
Shares41.5K
Event2026-03-31
Filed2026-05-19
USB
26.86%US BANCORP
Shares47.2K
Event2026-03-31
Filed2026-05-19
BLUEROCK PVT REAL ESTATE FD
-4.70%BLUEROCK PVT REAL ESTATE FD
Shares147.1K
Event2026-03-31
Filed2026-05-19
MCK
-1.72%MCKESSON CORP
Shares2.8K
Event2026-03-31
Filed2026-05-19
VXF
-0.09%VANGUARD INDEX FDS
Shares11.6K
Event2026-03-31
Filed2026-05-19
INTF
1.65%ISHARES TR
Shares61.4K
Event2026-03-31
Filed2026-05-19
GPIX
22.04%GOLDMAN SACHS ETF TR
Shares47.4K
Event2026-03-31
Filed2026-05-19
XLY
40.28%SELECT SECTOR SPDR TR
Shares21.5K
Event2026-03-31
Filed2026-05-19
INVESCO EXCHANGE TRADED FD T
27.12%INVESCO EXCHANGE TRADED FD T
Shares12.2K
Event2026-03-31
Filed2026-05-19
MMTM
-0.01%SPDR SERIES TRUST
Shares8.2K
Event2026-03-31
Filed2026-05-19
GS
123.70%GOLDMAN SACHS GROUP INC
Shares2.7K
Event2026-03-31
Filed2026-05-19
MMM
38.58%3M CO
Shares15.7K
Event2026-03-31
Filed2026-05-19
MGK
75.21%VANGUARD WORLD FD
Shares6.2K
Event2026-03-31
Filed2026-05-19
SO
52.01%SOUTHERN CO
Shares23.6K
Event2026-03-31
Filed2026-05-19
MO
11.78%ALTRIA GROUP INC
Shares34.4K
Event2026-03-31
Filed2026-05-19
LOW
11.57%LOWES COS INC
Shares9.5K
Event2026-03-31
Filed2026-05-19
RWK
11.06%INVESCO EXCH TRADED FD TR II
Shares17.4K
Event2026-03-31
Filed2026-05-19
FMB
9.80%FIRST TR EXCH TRADED FD III
Shares44.0K
Event2026-03-31
Filed2026-05-19
BND
-5.44%VANGUARD BD INDEX FDS
Shares30.1K
Event2026-03-31
Filed2026-05-19
HYLS
377.48%FIRST TR EXCHANGE-TRADED FD
Shares54.4K
Event2026-03-31
Filed2026-05-19
ORCL
57.26%ORACLE CORP
Shares15.0K
Event2026-03-31
Filed2026-05-19
IWY
7.22%ISHARES TR
Shares8.8K
Event2026-03-31
Filed2026-05-19
AVUV
605.57%AMERICAN CENTY ETF TR
Shares19.9K
Event2026-03-31
Filed2026-05-19
TXN
158.64%TEXAS INSTRS INC
Shares11.3K
Event2026-03-31
Filed2026-05-19
PFE
25.32%PFIZER INC
Shares77.9K
Event2026-03-31
Filed2026-05-19
BA
31.77%BOEING CO
Shares11.0K
Event2026-03-31
Filed2026-05-19
LAM RESEARCH CORP
241.84%LAM RESEARCH CORP
Shares10.1K
Event2026-03-31
Filed2026-05-19
IUSV
1.92%ISHARES TR
Shares21.0K
Event2026-03-31
Filed2026-05-19
IAGG
730.69%ISHARES TR
Shares42.9K
Event2026-03-31
Filed2026-05-19
FLRN
139.51%SPDR SERIES TRUST
Shares69.2K
Event2026-03-31
Filed2026-05-19
SBUX
120.07%STARBUCKS CORP
Shares23.7K
Event2026-03-31
Filed2026-05-19
JPIE
NewJ P MORGAN EXCHANGE TRADED F
Shares45.6K
Event2026-03-31
Filed2026-05-19
SLYG
5.22%SPDR SERIES TRUST
Shares21.6K
Event2026-03-31
Filed2026-05-19
BLACKSTONE INC
-15.42%BLACKSTONE INC
Shares18.2K
Event2026-03-31
Filed2026-05-19
BUFH
NewFIRST TR EXCHNG TRADED FD VI
Shares99.6K
Event2026-03-31
Filed2026-05-19
CMCSA
421.29%COMCAST CORP NEW
Shares71.8K
Event2026-03-31
Filed2026-05-19
NOW
35.65%SERVICENOW INC
Shares19.7K
Event2026-03-31
Filed2026-05-19
NEM
-17.96%NEWMONT CORP
Shares18.9K
Event2026-03-31
Filed2026-05-19
XAR
181.86%SPDR SERIES TRUST
Shares8.0K
Event2026-03-31
Filed2026-05-19
EVLN
NewMORGAN STANLEY ETF TRUST
Shares42.1K
Event2026-03-31
Filed2026-05-19
FTGC
1.54%FIRST TR EXCHANGE TRAD FD VI
Shares70.6K
Event2026-03-31
Filed2026-05-19
EZU
NewISHARES INC
Shares32.3K
Event2026-03-31
Filed2026-05-19
PTLC
-54.63%PACER FDS TR
Shares38.5K
Event2026-03-31
Filed2026-05-19
THRO
141.08%BLACKROCK ETF TRUST
Shares55.1K
Event2026-03-31
Filed2026-05-19
DOL
40.46%WISDOMTREE TR
Shares29.1K
Event2026-03-31
Filed2026-05-19
ENB
346.85%ENBRIDGE INC
Shares36.2K
Event2026-03-31
Filed2026-05-19
SHYG
NewISHARES TR
Shares46.3K
Event2026-03-31
Filed2026-05-19
SOXX
4.68%ISHARES TR
Shares5.8K
Event2026-03-31
Filed2026-05-19
IWP
-41.95%ISHARES TR
Shares14.8K
Event2026-03-31
Filed2026-05-19
AEP
93.71%AMERICAN ELEC PWR CO INC
Shares14.3K
Event2026-03-31
Filed2026-05-19
FIXD
-14.88%FIRST TR EXCHNG TRADED FD VI
Shares42.3K
Event2026-03-31
Filed2026-05-19
BSV
76.32%VANGUARD BD INDEX FDS
Shares23.5K
Event2026-03-31
Filed2026-05-19
QQA
13.41%INVESCO ACTIVELY MANAGED EXC
Shares36.9K
Event2026-03-31
Filed2026-05-19
RDVI
21.40%FIRST TR EXCHANGE-TRADED FD
Shares71.6K
Event2026-03-31
Filed2026-05-19
EFV
38.19%ISHARES TR
Shares24.3K
Event2026-03-31
Filed2026-05-19
OMFL
6.82%INVESCO EXCH TRD SLF IDX FD
Shares29.6K
Event2026-03-31
Filed2026-05-19
DYNF
49.20%BLACKROCK ETF TRUST
Shares30.5K
Event2026-03-31
Filed2026-05-19
MEDTRONIC PLC
271.19%MEDTRONIC PLC
Shares20.4K
Event2026-03-31
Filed2026-05-19
VNQ
-26.65%VANGUARD INDEX FDS
Shares19.9K
Event2026-03-31
Filed2026-05-19
FNDF
295.59%SCHWAB STRATEGIC TR
Shares36.0K
Event2026-03-31
Filed2026-05-19
MU
66.01%MICRON TECHNOLOGY INC
Shares5.2K
Event2026-03-31
Filed2026-05-19
VMBS
457.47%VANGUARD SCOTTSDALE FDS
Shares37.2K
Event2026-03-31
Filed2026-05-19
NKE
98.41%NIKE INC
Shares33.0K
Event2026-03-31
Filed2026-05-19
IQDG
-10.42%WISDOMTREE TR
Shares43.2K
Event2026-03-31
Filed2026-05-19
FYLD
NewCAMBRIA ETF TR
Shares46.3K
Event2026-03-31
Filed2026-05-19
FDX
186.05%FEDEX CORP
Shares4.8K
Event2026-03-31
Filed2026-05-19
WM
-0.21%WASTE MGMT INC DEL
Shares7.5K
Event2026-03-31
Filed2026-05-19
WAB
-4.84%WABTEC
Shares6.8K
Event2026-03-31
Filed2026-05-19
VYMI
64.03%VANGUARD WHITEHALL FDS
Shares18.1K
Event2026-03-31
Filed2026-05-19
BUFD
628.61%FIRST TR EXCHNG TRADED FD VI
Shares60.6K
Event2026-03-31
Filed2026-05-19
ED
0.80%CONSOLIDATED EDISON INC
Shares14.9K
Event2026-03-31
Filed2026-05-19
DIVB
2.92%ISHARES TR
Shares31.0K
Event2026-03-31
Filed2026-05-19
ET
-0.12%ENERGY TRANSFER L P
Shares86.3K
Event2026-03-31
Filed2026-05-19
XMMO
-0.36%INVESCO EXCHANGE TRADED FD T
Shares11.5K
Event2026-03-31
Filed2026-05-19
HCA
-2.45%HCA HEALTHCARE INC
Shares3.5K
Event2026-03-31
Filed2026-05-19
AMAT
16.08%APPLIED MATLS INC
Shares4.8K
Event2026-03-31
Filed2026-05-19
JMTG
8.97%J P MORGAN EXCHANGE TRADED F
Shares32.2K
Event2026-03-31
Filed2026-05-19
FDL
-0.72%FIRST TR EXCHANGE-TRADED FD
Shares32.3K
Event2026-03-31
Filed2026-05-19
EYLD
NewCAMBRIA ETF TR
Shares39.2K
Event2026-03-31
Filed2026-05-19
MSTR
-10.23%STRATEGY INC
Shares13.0K
Event2026-03-31
Filed2026-05-19
CGMU
91.33%CAPITAL GRP FIXED INCM ETF T
Shares59.5K
Event2026-03-31
Filed2026-05-19
EQIX
15.93%EQUINIX INC
Shares1.6K
Event2026-03-31
Filed2026-05-19
VXUS
56.04%VANGUARD STAR FDS
Shares20.8K
Event2026-03-31
Filed2026-05-19
RWJ
-0.46%INVESCO EXCH TRADED FD TR II
Shares31.8K
Event2026-03-31
Filed2026-05-19
AVLV
209.87%AMERICAN CENTY ETF TR
Shares19.9K
Event2026-03-31
Filed2026-05-19
BSX
0.69%BOSTON SCIENTIFIC CORP
Shares25.1K
Event2026-03-31
Filed2026-05-19
SCHO
118.57%SCHWAB STRATEGIC TR
Shares63.9K
Event2026-03-31
Filed2026-05-19
CSX
-0.29%CSX CORP
Shares37.7K
Event2026-03-31
Filed2026-05-19
HON
21.82%HONEYWELL INTL INC
Shares6.8K
Event2026-03-31
Filed2026-05-19
WINN
1.63%HARBOR ETF TRUST
Shares55.2K
Event2026-03-31
Filed2026-05-19
HYG
544.84%ISHARES TR
Shares19.2K
Event2026-03-31
Filed2026-05-19
MS
16.02%MORGAN STANLEY
Shares9.3K
Event2026-03-31
Filed2026-05-19
VONV
0.53%VANGUARD SCOTTSDALE FDS
Shares16.2K
Event2026-03-31
Filed2026-05-19
CGBL
26.49%CAPITAL GROUP CORE BALANCED
Shares43.9K
Event2026-03-31
Filed2026-05-19
PGR
17.02%PROGRESSIVE CORP
Shares7.6K
Event2026-03-31
Filed2026-05-19
VGK
479.05%VANGUARD INTL EQUITY INDEX F
Shares18.2K
Event2026-03-31
Filed2026-05-19
XEL
-3.29%XCEL ENERGY INC
Shares18.8K
Event2026-03-31
Filed2026-05-19
FIRST CTZNS BANCSHARES INC D
0.00%FIRST CTZNS BANCSHARES INC D
Shares793
Event2026-03-31
Filed2026-05-19
NET
-14.91%CLOUDFLARE INC
Shares7.2K
Event2026-03-31
Filed2026-05-19
AUSF
29.92%GLOBAL X FDS
Shares30.8K
Event2026-03-31
Filed2026-05-19
IGIB
5.16%ISHARES TR
Shares27.9K
Event2026-03-31
Filed2026-05-19
OEF
-0.78%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-19
CINF
0.00%CINCINNATI FINL CORP
Shares9.3K
Event2026-03-31
Filed2026-05-19
CMI
310.94%CUMMINS INC
Shares2.7K
Event2026-03-31
Filed2026-05-19
CITIGROUP INC
16.13%CITIGROUP INC
Shares12.5K
Event2026-03-31
Filed2026-05-19
ICE
275.03%INTERCONTINENTAL EXCHANGE IN
Shares9.0K
Event2026-03-31
Filed2026-05-19
BK
9.33%BANK NEW YORK MELLON CORP
Shares11.9K
Event2026-03-31
Filed2026-05-19
CGSD
7.89%CAPITAL GRP FIXED INCM ETF T
Shares54.3K
Event2026-03-31
Filed2026-05-19
GDX
-26.25%VANECK ETF TRUST
Shares15.3K
Event2026-03-31
Filed2026-05-19
RJF
NewRAYMOND JAMES FINL INC
Shares9.6K
Event2026-03-31
Filed2026-05-19
ARCC
15.28%ARES CAPITAL CORP
Shares77.0K
Event2026-03-31
Filed2026-05-19
JAAA
36.82%JANUS DETROIT STR TR
Shares27.5K
Event2026-03-31
Filed2026-05-19
FDN
-6.27%FIRST TR EXCHANGE-TRADED FD
Shares5.8K
Event2026-03-31
Filed2026-05-19
DUKE ENERGY CORP NEW
5.42%DUKE ENERGY CORP NEW
Shares10.4K
Event2026-03-31
Filed2026-05-19
MINT
-66.90%PIMCO ETF TR
Shares13.5K
Event2026-03-31
Filed2026-05-19
IXUS
4.98%ISHARES TR
Shares15.5K
Event2026-03-31
Filed2026-05-19
BMY
-1.09%BRISTOL-MYERS SQUIBB CO
Shares22.1K
Event2026-03-31
Filed2026-05-19
PDI
22.00%PIMCO DYNAMIC INCOME FD
Shares78.3K
Event2026-03-31
Filed2026-05-19
COF
4.61%CAPITAL ONE FINL CORP
Shares7.3K
Event2026-03-31
Filed2026-05-19
JBL
NewJABIL INC
Shares5.0K
Event2026-03-31
Filed2026-05-19
FTGS
-2.86%FIRST TR EXCHANGE-TRADED FD
Shares38.5K
Event2026-03-31
Filed2026-05-19
EMB
NewISHARES TR
Shares13.9K
Event2026-03-31
Filed2026-05-19
AFL
409.26%AFLAC INC
Shares11.9K
Event2026-03-31
Filed2026-05-19
FTA
-7.51%FIRST TR EXCHANGE-TRADED ALP
Shares14.0K
Event2026-03-31
Filed2026-05-19
CALF
-17.04%PACER FDS TR
Shares28.8K
Event2026-03-31
Filed2026-05-19
BWXT
4.73%BWX TECHNOLOGIES INC
Shares6.3K
Event2026-03-31
Filed2026-05-19
BUFX
NewFIRST TR EXCHNG TRADED FD VI
Shares60.9K
Event2026-03-31
Filed2026-05-19
BUFQ
138.37%FIRST TR EXCHNG TRADED FD VI
Shares36.1K
Event2026-03-31
Filed2026-05-19
PFF
133.55%ISHARES TR
Shares42.0K
Event2026-03-31
Filed2026-05-19
VOOG
194.43%VANGUARD ADMIRAL FDS INC
Shares3.1K
Event2026-03-31
Filed2026-05-19
FV
-1.47%FIRST TR EXCHANGE TRADED FD
Shares21.0K
Event2026-03-31
Filed2026-05-19
AMT
75.23%AMERICAN TOWER CORP
Shares7.3K
Event2026-03-31
Filed2026-05-19
WFC
29.80%WELLS FARGO & CO
Shares15.9K
Event2026-03-31
Filed2026-05-19
BLOK
0.99%AMPLIFY ETF TR
Shares25.3K
Event2026-03-31
Filed2026-05-19
CIBR
2.36%FIRST TR EXCHANGE-TRADED FD
Shares20.1K
Event2026-03-31
Filed2026-05-19
INTU
513.32%INTUIT
Shares2.9K
Event2026-03-31
Filed2026-05-19
MUB
0.13%ISHARES TR
Shares11.7K
Event2026-03-31
Filed2026-05-19
XME
232.44%SPDR SERIES TRUST
Shares11.5K
Event2026-03-31
Filed2026-05-19
VEU
67.32%VANGUARD INTL EQUITY INDEX F
Shares16.5K
Event2026-03-31
Filed2026-05-19
RPM
NewRPM INTL INC
Shares12.5K
Event2026-03-31
Filed2026-05-19
JSMD
NewJANUS DETROIT STR TR
Shares15.6K
Event2026-03-31
Filed2026-05-19
NXST
NewNEXSTAR MEDIA GROUP INC
Shares6.8K
Event2026-03-31
Filed2026-05-19
GOVT
50.60%ISHARES TR
Shares53.6K
Event2026-03-31
Filed2026-05-19
FLOT
14.74%ISHARES TR
Shares24.0K
Event2026-03-31
Filed2026-05-19
CGGO
31.20%CAPITAL GROUP GBL GROWTH EQT
Shares36.6K
Event2026-03-31
Filed2026-05-19
SWKS
NewSKYWORKS SOLUTIONS INC
Shares22.8K
Event2026-03-31
Filed2026-05-19
PWV
-0.98%INVESCO EXCHANGE TRADED FD T
Shares17.5K
Event2026-03-31
Filed2026-05-19
FAST
0.02%FASTENAL CO
Shares26.2K
Event2026-03-31
Filed2026-05-19
ASML
53.69%ASML HLDG NV
Shares916
Event2026-03-31
Filed2026-05-19
SCHY
NewSCHWAB STRATEGIC TR
Shares38.1K
Event2026-03-31
Filed2026-05-19
SPTS
-0.16%SPDR SERIES TRUST
Shares41.4K
Event2026-03-31
Filed2026-05-19
VIS
1.42%VANGUARD WORLD FD
Shares3.8K
Event2026-03-31
Filed2026-05-19
GENERAL DYNAMICS CORP
15.20%GENERAL DYNAMICS CORP
Shares3.4K
Event2026-03-31
Filed2026-05-19
PAYX
NewPAYCHEX INC
Shares12.7K
Event2026-03-31
Filed2026-05-19
DXJ
39.57%WISDOMTREE TR
Shares7.4K
Event2026-03-31
Filed2026-05-19
TCAL
17.93%T ROWE PRICE ETF INC
Shares52.0K
Event2026-03-31
Filed2026-05-19
INVESCO EXCHANGE TRADED FD T
-0.59%INVESCO EXCHANGE TRADED FD T
Shares24.4K
Event2026-03-31
Filed2026-05-19
ADM
192.27%ARCHER DANIELS MIDLAND CO
Shares15.9K
Event2026-03-31
Filed2026-05-19
VWO
64.63%VANGUARD INTL EQUITY INDEX F
Shares21.2K
Event2026-03-31
Filed2026-05-19
FIRST TR EXCHANGE-TRADED FD
NewFIRST TR EXCHANGE-TRADED FD
Shares56.3K
Event2026-03-31
Filed2026-05-19
IJK
2.62%ISHARES TR
Shares11.4K
Event2026-03-31
Filed2026-05-19
BKUI
17.56%BNY MELLON ETF TRUST
Shares23.0K
Event2026-03-31
Filed2026-05-19
FTXL
-1.40%FIRST TR EXCHANGE TRADED FD
Shares7.7K
Event2026-03-31
Filed2026-05-19
FRTY
NewTHE ALGER ETF TRUST
Shares58.5K
Event2026-03-31
Filed2026-05-19
GPIQ
43.09%GOLDMAN SACHS ETF TR
Shares22.9K
Event2026-03-31
Filed2026-05-19
ATEC
20.85%ALPHATEC HLDGS INC
Shares103.9K
Event2026-03-31
Filed2026-05-19
BINC
7.71%BLACKROCK ETF TRUST II
Shares21.8K
Event2026-03-31
Filed2026-05-19
STZ
NewCONSTELLATION BRANDS INC
Shares7.5K
Event2026-03-31
Filed2026-05-19
DHR
-4.40%DANAHER CORP DEL
Shares5.9K
Event2026-03-31
Filed2026-05-19
SPYX
9.67%SPDR SERIES TRUST
Shares21.1K
Event2026-03-31
Filed2026-05-19
APD
198.60%AIR PRODUCTS AND CHEMICALS I
Shares3.8K
Event2026-03-31
Filed2026-05-19
FYC
4.65%FIRST TR EXCHANGE-TRADED ALP
Shares11.5K
Event2026-03-31
Filed2026-05-19
GILD
104.82%GILEAD SCIENCES INC
Shares7.9K
Event2026-03-31
Filed2026-05-19
FIW
-1.17%FIRST TR EXCHANGE-TRADED FD
Shares10.7K
Event2026-03-31
Filed2026-05-19
ESGD
-1.46%ISHARES TR
Shares11.5K
Event2026-03-31
Filed2026-05-19
ETFS GOLD TR
0.99%ETFS GOLD TR
Shares24.7K
Event2026-03-31
Filed2026-05-19
IDEF
NewBLACKROCK ETF TRUST
Shares33.5K
Event2026-03-31
Filed2026-05-19
ELV
205.89%ELEVANCE HEALTH INC FORMERLY
Shares3.7K
Event2026-03-31
Filed2026-05-19
COHERENT CORP
-0.50%COHERENT CORP
Shares4.6K
Event2026-03-31
Filed2026-05-19
PM
28.86%PHILIP MORRIS INTL INC
Shares6.6K
Event2026-03-31
Filed2026-05-19
IEI
0.07%ISHARES TR
Shares9.1K
Event2026-03-31
Filed2026-05-19
LNG
4.25%CHENIERE ENERGY INC
Shares3.8K
Event2026-03-31
Filed2026-05-19
DFUS
-4.30%DIMENSIONAL ETF TRUST
Shares15.0K
Event2026-03-31
Filed2026-05-19
IWR
-3.12%ISHARES TR
Shares10.9K
Event2026-03-31
Filed2026-05-19
GWW
-9.35%WW GRAINGER INC
Shares960
Event2026-03-31
Filed2026-05-19
IBIT
33.71%ISHARES BITCOIN TRUST ETF
Shares26.8K
Event2026-03-31
Filed2026-05-19
WSM
NewWILLIAMS SONOMA INC
Shares5.6K
Event2026-03-31
Filed2026-05-19
URI
56.26%UNITED RENTALS INC
Shares1.4K
Event2026-03-31
Filed2026-05-19
FBCG
NewFIDELITY COVINGTON TRUST
Shares20.5K
Event2026-03-31
Filed2026-05-19
SHLD
16.61%GLOBAL X FDS
Shares14.4K
Event2026-03-31
Filed2026-05-19
FGD
-2.41%FIRST TR EXCHANGE-TRADED FD
Shares31.8K
Event2026-03-31
Filed2026-05-19
XSMO
-0.03%INVESCO EXCHANGE TRADED FD T
Shares13.3K
Event2026-03-31
Filed2026-05-19
NULG
27.72%NUSHARES ETF TR
Shares11.1K
Event2026-03-31
Filed2026-05-19
GSEW
51.88%GOLDMAN SACHS ETF TR
Shares11.9K
Event2026-03-31
Filed2026-05-19
EMR
2.51%EMERSON ELEC CO
Shares7.7K
Event2026-03-31
Filed2026-05-19
VLO
-1.88%VALERO ENERGY CORP
Shares4.1K
Event2026-03-31
Filed2026-05-19
UPS
-0.10%UNITED PARCEL SVCS INC
Shares10.2K
Event2026-03-31
Filed2026-05-19
VFH
0.01%VANGUARD WORLD FD
Shares8.3K
Event2026-03-31
Filed2026-05-19
DE
31.58%DEERE & CO
Shares1.8K
Event2026-03-31
Filed2026-05-19
APH
4.98%AMPHENOL CORP
Shares7.9K
Event2026-03-31
Filed2026-05-19
CNEQ
112.43%THE ALGER ETF TRUST
Shares31.9K
Event2026-03-31
Filed2026-05-19
TSCO
NewTRACTOR SUPPLY CO
Shares21.9K
Event2026-03-31
Filed2026-05-19
AIQ
60.57%GLOBAL X FDS
Shares21.2K
Event2026-03-31
Filed2026-05-19
SPHD
-1.77%INVESCO EXCH TRADED FD TR II
Shares19.9K
Event2026-03-31
Filed2026-05-19
EZM
6.44%WISDOMTREE TR
Shares14.6K
Event2026-03-31
Filed2026-05-19
FPEI
0.50%FIRST TR EXCH TRADED FD III
Shares51.6K
Event2026-03-31
Filed2026-05-19
ICLO
9.85%INVESCO ACTIVELY MANAGED EXC
Shares38.3K
Event2026-03-31
Filed2026-05-19
MDYG
-37.97%SPDR SERIES TRUST
Shares10.1K
Event2026-03-31
Filed2026-05-19
VBR
-0.97%VANGUARD INDEX FDS
Shares4.5K
Event2026-03-31
Filed2026-05-19
IDXX
-0.46%IDEXX LABS INC
Shares1.7K
Event2026-03-31
Filed2026-05-19
FANG
NewDIAMONDBACK ENERGY INC
Shares4.9K
Event2026-03-31
Filed2026-05-19
KKR & CO INC
-13.57%KKR & CO INC
Shares10.5K
Event2026-03-31
Filed2026-05-19
EFG
147.33%ISHARES TR
Shares8.7K
Event2026-03-31
Filed2026-05-19
DFAS
11.57%DIMENSIONAL ETF TRUST
Shares13.6K
Event2026-03-31
Filed2026-05-19
OTIS
NewOTIS WORLDWIDE CORP
Shares12.5K
Event2026-03-31
Filed2026-05-19
BR
NewBROADRIDGE FINL SOLUTIONS IN
Shares5.9K
Event2026-03-31
Filed2026-05-19
FBT
0.49%FIRST TR EXCHANGE-TRADED FD
Shares4.8K
Event2026-03-31
Filed2026-05-19
VTEB
42.37%VANGUARD MUN BD FDS
Shares19.1K
Event2026-03-31
Filed2026-05-19
COWG
-11.65%PACER FDS TR
Shares28.2K
Event2026-03-31
Filed2026-05-19
TMUS
269.50%T-MOBILE US INC
Shares4.5K
Event2026-03-31
Filed2026-05-19
FLTR
-1.69%VANECK ETF TRUST
Shares37.1K
Event2026-03-31
Filed2026-05-19
CRAK
42.18%VANECK ETF TRUST
Shares19.1K
Event2026-03-31
Filed2026-05-19
SPDR SERIES TRUST
NewSPDR SERIES TRUST
Shares37.4K
Event2026-03-31
Filed2026-05-19
INTC
57.69%INTEL CORP
Shares21.2K
Event2026-03-31
Filed2026-05-19
SIVR
1.51%ABRDN SILVER ETF TRUST
Shares13.1K
Event2026-03-31
Filed2026-05-19
ARKW
15.72%ARK ETF TR
Shares7.7K
Event2026-03-31
Filed2026-05-19
SSNC
NewSS&C TECH HLDGS
Shares13.7K
Event2026-03-31
Filed2026-05-19
PLD
83.54%PROLOGIS INC.
Shares7.0K
Event2026-03-31
Filed2026-05-19
ADBE
24.36%ADOBE INC
Shares3.8K
Event2026-03-31
Filed2026-05-19
VOT
-3.56%VANGUARD INDEX FDS
Shares3.6K
Event2026-03-31
Filed2026-05-19
BP
-3.58%BP PLC
Shares19.3K
Event2026-03-31
Filed2026-05-19
BUFF
19.37%INNOVATOR ETFS TRUST
Shares18.4K
Event2026-03-31
Filed2026-05-19
ALLW
17.29%SSGA ACTIVE TR
Shares31.4K
Event2026-03-31
Filed2026-05-19
ALAI
54.05%THE ALGER ETF TRUST
Shares27.4K
Event2026-03-31
Filed2026-05-19
XCEM
1.76%COLUMBIA ETF TR II
Shares22.1K
Event2026-03-31
Filed2026-05-19
ADP
-7.84%AUTOMATIC DATA PROCESSING IN
Shares4.4K
Event2026-03-31
Filed2026-05-19
HELO
-48.16%J P MORGAN EXCHANGE TRADED F
Shares14.1K
Event2026-03-31
Filed2026-05-19
AZO
-5.40%AUTOZONE INC
Shares263
Event2026-03-31
Filed2026-05-19
VTIP
3.23%VANGUARD MALVERN FDS
Shares17.8K
Event2026-03-31
Filed2026-05-19
VV
1.48%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-05-19
EFAA
45.83%INVESCO ACTIVELY MANAGED EXC
Shares16.7K
Event2026-03-31
Filed2026-05-19
ESGE
14.80%ISHARES INC
Shares19.4K
Event2026-03-31
Filed2026-05-19
MKC
NewMCCORMICK & CO INC
Shares17.4K
Event2026-03-31
Filed2026-05-19
CDC
-4.66%VICTORY PORTFOLIOS II
Shares12.2K
Event2026-03-31
Filed2026-05-19
IGSB
-73.62%ISHARES TR
Shares16.6K
Event2026-03-31
Filed2026-05-19
ADI
59.96%ANALOG DEVICES INC
Shares2.7K
Event2026-03-31
Filed2026-05-19
EIX
NewEDISON INTL
Shares11.8K
Event2026-03-31
Filed2026-05-19
CERY
NewSPDR SERIES TRUST
Shares24.5K
Event2026-03-31
Filed2026-05-19
FNCL
0.04%FIDELITY COVINGTON TRUST
Shares12.3K
Event2026-03-31
Filed2026-05-19
DLN
-2.53%WISDOMTREE TR
Shares9.7K
Event2026-03-31
Filed2026-05-19
BUNGE GLOBAL SA
NewBUNGE GLOBAL SA
Shares6.8K
Event2026-03-31
Filed2026-05-19
GRID
-3.77%FIRST TR EXCHANGE-TRADED FD
Shares5.2K
Event2026-03-31
Filed2026-05-19
ROK
-4.74%ROCKWELL AUTOMATION INC
Shares2.4K
Event2026-03-31
Filed2026-05-19
BUFZ
69.65%FIRST TR EXCHNG TRADED FD VI
Shares32.3K
Event2026-03-31
Filed2026-05-19
ESGU
-2.27%ISHARES TR
Shares6.0K
Event2026-03-31
Filed2026-05-19
CB
-3.66%CHUBB LTD SWITZ
Shares2.6K
Event2026-03-31
Filed2026-05-19
MGV
0.42%VANGUARD WORLD FD
Shares5.7K
Event2026-03-31
Filed2026-05-19
SKYY
-10.90%FIRST TR EXCHANGE-TRADED FD
Shares7.5K
Event2026-03-31
Filed2026-05-19
ASTS
105.25%AST SPACEMOBILE INC
Shares10.0K
Event2026-03-31
Filed2026-05-19
CWI
32.27%SPDR INDEX SHS FDS
Shares22.5K
Event2026-03-31
Filed2026-05-19
SLYV
0.00%SPDR SERIES TRUST
Shares8.7K
Event2026-03-31
Filed2026-05-19
Call Option Holdings
ADVANCED MICRO DEVICES INC Call CallADVANCED MICRO DEVICES INC25 sharesnew addition2026-03-312026-05-19
IONQ Call
NewIONQ INC
Shares100.0K
Event2026-03-31
Filed2026-05-19
ADVANCED MICRO DEVICES INC Call
NewADVANCED MICRO DEVICES INC
Shares25
Event2026-03-31
Filed2026-05-19
TESLA INC Call
300.00%TESLA INC
Shares20
Event2026-03-31
Filed2026-05-19
STRATEGY INC Call
NewSTRATEGY INC
Shares40
Event2026-03-31
Filed2026-05-19
MSFT Call
NewMICROSOFT CORP
Shares100
Event2026-03-31
Filed2026-05-19
ALPHABET INC Call
NewALPHABET INC
Shares100
Event2026-03-31
Filed2026-05-19
NUSCALE PWR CORP Call
NewNUSCALE PWR CORP
Shares50
Event2026-03-31
Filed2026-05-19
UPSTART HLDGS INC Call
NewUPSTART HLDGS INC
Shares10
Event2026-03-31
Filed2026-05-19
Put Option Holdings
ISRG Put
NewINTUITIVE SURGICAL INC
Shares2.0K
Event2026-03-31
Filed2026-05-19
NVDA Put
NewNVIDIA CORPORATION
Shares3.0K
Event2026-03-31
Filed2026-05-19
WMT Put
NewWALMART INC
Shares3.0K
Event2026-03-31
Filed2026-05-19
PHILLIPS 66 Put
NewPHILLIPS 66
Shares9
Event2026-03-31
Filed2026-05-19
XCEL ENERGY INC Put
NewXCEL ENERGY INC
Shares1
Event2026-03-31
Filed2026-05-19
CONOCOPHILLIPS Put
NewCONOCOPHILLIPS
Shares15
Event2026-03-31
Filed2026-05-19
SELECT SECTOR SPDR TR Put
NewSELECT SECTOR SPDR TR
Shares4
Event2026-03-31
Filed2026-05-19
AT&T INC Put
NewAT&T INC
Shares10
Event2026-03-31
Filed2026-05-19