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

Call Option Holdings
IONQ Call
IONQ INC
New
Shares100.0K
Event2026-03-31
Filed2026-05-19
ADVANCED MICRO DEVICES INC Call
ADVANCED MICRO DEVICES INC
New
Shares25
Event2026-03-31
Filed2026-05-19
300.00%
Shares20
Event2026-03-31
Filed2026-05-19
STRATEGY INC Call
STRATEGY INC
New
Shares40
Event2026-03-31
Filed2026-05-19
MSFT Call
MICROSOFT CORP
New
Shares100
Event2026-03-31
Filed2026-05-19
ALPHABET INC Call
ALPHABET INC
New
Shares100
Event2026-03-31
Filed2026-05-19
NUSCALE PWR CORP Call
NUSCALE PWR CORP
New
Shares50
Event2026-03-31
Filed2026-05-19
UPSTART HLDGS INC Call
UPSTART HLDGS INC
New
Shares10
Event2026-03-31
Filed2026-05-19

Put Option Holdings
ISRG Put
INTUITIVE SURGICAL INC
New
Shares2.0K
Event2026-03-31
Filed2026-05-19
NVDA Put
NVIDIA CORPORATION
New
Shares3.0K
Event2026-03-31
Filed2026-05-19
WMT Put
WALMART INC
New
Shares3.0K
Event2026-03-31
Filed2026-05-19
PHILLIPS 66 Put
PHILLIPS 66
New
Shares9
Event2026-03-31
Filed2026-05-19
XCEL ENERGY INC Put
XCEL ENERGY INC
New
Shares1
Event2026-03-31
Filed2026-05-19
CONOCOPHILLIPS Put
CONOCOPHILLIPS
New
Shares15
Event2026-03-31
Filed2026-05-19
SELECT SECTOR SPDR TR Put
SELECT SECTOR SPDR TR
New
Shares4
Event2026-03-31
Filed2026-05-19
AT&T INC Put
AT&T INC
New
Shares10
Event2026-03-31
Filed2026-05-19