The Analysis of Westfuller Advisors, LLC's Holdings & P&L


Currently, Westfuller Advisors, LLC holds 756 types of securities in its portfolio with a total value $231.7M. In the most recent quarter, they have increased their positions in GOVT (+100.6K shares, valued at $2.3M), AGG (+13.3K shares, valued at $1.3M), IBM (+3.9K shares, valued at $956.7K); decreased their positions in ESGV (-22.2K shares, valued at $2.5M), VBIL (-24.9K shares, valued at $1.9M), EAGG (-32.2K shares, valued at $1.5M); initiated new positions in ETHO (+2.0K shares, valued at $133.9K), ALAB (+667 shares, valued at $73.1K), NXT (+550 shares, valued at $66.3K).


1M P&L
+3.7M+1.75%
3M P&L
+659.8K+0.31%
HY P&L
+7.1M+3.44%

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/A138.7M
67.5%
2Semiconductors9.3M
4.5%
3Consumer Electronics7.4M
3.6%

Top Industries by Stock Count

1N/A162 stocks
23.2%
2Software - Application25 stocks
3.6%
3Semiconductors20 stocks
2.9%
Stock Holdings
SGOV
ISHARES TR
-4.62%
Shares239.1K
Event2026-03-31
Filed2026-04-28
GOVT
ISHARES TR
36.33%
Shares377.4K
Event2026-03-31
Filed2026-04-28
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.98%
Shares14.1K
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORPORATION
4.49%
Shares43.5K
Event2026-03-31
Filed2026-04-28
AAPL
APPLE INC
-4.08%
Shares29.3K
Event2026-03-31
Filed2026-04-28
NUBD
NUSHARES ETF TR
0.64%
Shares317.0K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES TR
5.89%
Shares64.9K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM INC
-5.03%
Shares27.7K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES TR
36.23%
Shares49.9K
Event2026-03-31
Filed2026-04-28
VSGX
VANGUARD WORLD FD
-22.57%
Shares64.5K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD TR
-7.59%
Shares9.5K
Event2026-03-31
Filed2026-04-28
CMF
ISHARES TR
5.57%
Shares69.1K
Event2026-03-31
Filed2026-04-28
WOMN
TIDAL TRUST III
0.32%
Shares86.9K
Event2026-03-31
Filed2026-04-28
IVV
ISHARES TR
18.21%
Shares5.0K
Event2026-03-31
Filed2026-04-28
CHGX1
EA SERIES TRUST
2.47%
Shares111.7K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
0.12%
Shares10.3K
Event2026-03-31
Filed2026-04-28
ESGV
VANGUARD WORLD FD
-46.15%
Shares25.9K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
0.02%
Shares6.1K
Event2026-03-31
Filed2026-04-28
BIV
VANGUARD BD INDEX FDS
-3.68%
Shares36.0K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ TR
INVESCO QQQ TR
-15.29%
Shares4.8K
Event2026-03-31
Filed2026-04-28
BSV
VANGUARD BD INDEX FDS
-10.81%
Shares35.4K
Event2026-03-31
Filed2026-04-28
JSTC
TIDAL TRUST I
3.92%
Shares139.1K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
-16.30%
Shares9.3K
Event2026-03-31
Filed2026-04-28
DMXF
ISHARES TR
0.00%
Shares32.4K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
BROADCOM INC
0.47%
Shares7.6K
Event2026-03-31
Filed2026-04-28
EAGG
ISHARES TR
-39.78%
Shares48.7K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE & CO
12.11%
Shares7.7K
Event2026-03-31
Filed2026-04-28
DGRO
ISHARES TR
-4.39%
Shares32.1K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
-9.65%
Shares6.1K
Event2026-03-31
Filed2026-04-28
VXUS
VANGUARD STAR FDS
2.69%
Shares26.4K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD INDEX FDS
-0.74%
Shares6.3K
Event2026-03-31
Filed2026-04-28
NYF
ISHARES TR
-22.53%
Shares37.7K
Event2026-03-31
Filed2026-04-28
LLY
ELI LILLY & CO
-5.42%
Shares2.2K
Event2026-03-31
Filed2026-04-28
SPY
STATE STR SPDR S&P 500 ETF T
10.23%
Shares3.0K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-0.12%
Shares7.4K
Event2026-03-31
Filed2026-04-28
IGRO
ISHARES TR
-6.87%
Shares20.6K
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS GROUP INC
-1.99%
Shares2.0K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD WHITEHALL FDS
3.68%
Shares11.2K
Event2026-03-31
Filed2026-04-28
NUSC
NUSHARES ETF TR
0.07%
Shares36.7K
Event2026-03-31
Filed2026-04-28
IAUM
ISHARES GOLD TR
61.52%
Shares35.2K
Event2026-03-31
Filed2026-04-28
VMBS
VANGUARD SCOTTSDALE FDS
-10.51%
Shares33.6K
Event2026-03-31
Filed2026-04-28
XMHQ
INVESCO EXCHANGE TRADED FD T
-3.31%
Shares14.8K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH CORP
LAM RESEARCH CORP
5.70%
Shares6.8K
Event2026-03-31
Filed2026-04-28
ERET
ISHARES TR
116.24%
Shares53.8K
Event2026-03-31
Filed2026-04-28
VEU
VANGUARD INTL EQUITY INDEX F
62.29%
Shares19.2K
Event2026-03-31
Filed2026-04-28
JQUA
J P MORGAN EXCHANGE TRADED F
0.28%
Shares22.9K
Event2026-03-31
Filed2026-04-28
VBIL
VANGUARD INSTL INDEX FD
-57.96%
Shares18.1K
Event2026-03-31
Filed2026-04-28
NACP
TIDAL TRUST III
0.00%
Shares26.1K
Event2026-03-31
Filed2026-04-28
VXF
VANGUARD INDEX FDS
51.26%
Shares6.1K
Event2026-03-31
Filed2026-04-28
UNP
UNION PAC CORP
-13.01%
Shares5.0K
Event2026-03-31
Filed2026-04-28
NUEM
NUSHARES ETF TR
0.72%
Shares31.8K
Event2026-03-31
Filed2026-04-28
IBM
INTERNATIONAL BUSINESS MACHS
534.82%
Shares4.7K
Event2026-03-31
Filed2026-04-28
BNDX
VANGUARD CHARLOTTE FDS
8.42%
Shares22.6K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE CORPORATION
-8.88%
Shares1.0K
Event2026-03-31
Filed2026-04-28
SBUX
STARBUCKS CORP
-5.21%
Shares11.2K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS INC
0.23%
Shares1.7K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
-0.69%
Shares6.2K
Event2026-03-31
Filed2026-04-28
SPIB
SPDR SERIES TRUST
10.18%
Shares28.2K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS CO
0.45%
Shares3.1K
Event2026-03-31
Filed2026-04-28
SUSB
ISHARES TR
28.46%
Shares37.2K
Event2026-03-31
Filed2026-04-28
DIS
DISNEY WALT CO
-1.25%
Shares9.3K
Event2026-03-31
Filed2026-04-28
VNQ
VANGUARD INDEX FDS
8.85%
Shares9.6K
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO NETWORKS INC
-1.12%
Shares4.9K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES TR
0.20%
Shares3.0K
Event2026-03-31
Filed2026-04-28
VTWO
VANGUARD SCOTTSDALE FDS
15.07%
Shares7.0K
Event2026-03-31
Filed2026-04-28
BK
BANK NEW YORK MELLON CORP
0.35%
Shares5.8K
Event2026-03-31
Filed2026-04-28
TMO
THERMO FISHER SCIENTIFIC INC
-1.03%
Shares1.3K
Event2026-03-31
Filed2026-04-28
NULG
NUSHARES ETF TR
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES TR
0.07%
Shares1.5K
Event2026-03-31
Filed2026-04-28
SPEM
SPDR INDEX SHS FDS
134.78%
Shares12.7K
Event2026-03-31
Filed2026-04-28
CVLC
MORGAN STANLEY ETF TRUST
0.20%
Shares7.5K
Event2026-03-31
Filed2026-04-28
WMG
WARNER MUSIC GROUP CORP
0.00%
Shares23.0K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL INC
14.65%
Shares2.5K
Event2026-03-31
Filed2026-04-28
TLT
ISHARES TR
0.41%
Shares6.4K
Event2026-03-31
Filed2026-04-28
REGL
PROSHARES TR
0.61%
Shares6.5K
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INCORPORATED
-2.42%
Shares1.1K
Event2026-03-31
Filed2026-04-28
ED
CONSOLIDATED EDISON INC
1611.23%
Shares4.7K
Event2026-03-31
Filed2026-04-28
BIL
SPDR SERIES TRUST
-25.68%
Shares5.7K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD TAX-MANAGED FDS
16.70%
Shares7.8K
Event2026-03-31
Filed2026-04-28
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-0.07%
Shares1.4K
Event2026-03-31
Filed2026-04-28
SHY
ISHARES TR
-0.98%
Shares5.6K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD INDEX FDS
-3.10%
Shares1.0K
Event2026-03-31
Filed2026-04-28
V
VISA INC
-43.99%
Shares1.5K
Event2026-03-31
Filed2026-04-28
VGIT
VANGUARD SCOTTSDALE FDS
1.57%
Shares7.6K
Event2026-03-31
Filed2026-04-28
TIP
ISHARES TR
-33.45%
Shares4.1K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT INC
2.64%
Shares1.4K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYS INC
-2.82%
Shares5.8K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORP NEW
-0.96%
Shares15.2K
Event2026-03-31
Filed2026-04-28
IYW
ISHARES TR
0.04%
Shares2.3K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES TR
54.96%
Shares4.2K
Event2026-03-31
Filed2026-04-28
MERCK & CO INC
MERCK & CO INC
1.80%
Shares3.1K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD SPECIALIZED FUNDS
-7.98%
Shares1.7K
Event2026-03-31
Filed2026-04-28
EFG
ISHARES TR
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATLS INC
-15.38%
Shares1.1K
Event2026-03-31
Filed2026-04-28
NXPI
NXP SEMICONDUCTORS N V
-2.16%
Shares1.8K
Event2026-03-31
Filed2026-04-28
VFH
VANGUARD WORLD FD
-8.68%
Shares2.9K
Event2026-03-31
Filed2026-04-28
ANGLOGOLD ASHANTI PLC
ANGLOGOLD ASHANTI PLC
-1.78%
Shares3.6K
Event2026-03-31
Filed2026-04-28
NSC
NORFOLK SOUTHN CORP
1.83%
Shares1.2K
Event2026-03-31
Filed2026-04-28
BN
BROOKFIELD CORP
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-28
CB
CHUBB LTD SWITZ
-29.55%
Shares1.1K
Event2026-03-31
Filed2026-04-28
VTEB
VANGUARD MUN BD FDS
0.56%
Shares6.8K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX INC.
-6.32%
Shares3.5K
Event2026-03-31
Filed2026-04-28
PLD
PROLOGIS INC.
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-28
PFF
ISHARES TR
-3.56%
Shares10.2K
Event2026-03-31
Filed2026-04-28
PAAS
PAN AMERN SILVER CORP
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-28
EATON CORP PLC
EATON CORP PLC
-0.24%
Shares843
Event2026-03-31
Filed2026-04-28
TPC
TUTOR PERINI CORP
0.00%
Shares3.8K
Event2026-03-31
Filed2026-04-28
PYPL
PAYPAL HLDGS INC
0.17%
Shares6.4K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
1253.22%
Shares9.5K
Event2026-03-31
Filed2026-04-28
HL
HECLA MINING COMPANY
0.00%
Shares14.7K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL INC
-0.68%
Shares587
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD INTL EQUITY INDEX F
3.60%
Shares5.0K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORPORATION
-2.06%
Shares1.4K
Event2026-03-31
Filed2026-04-28
XLI
SELECT SECTOR SPDR TR
-24.95%
Shares1.6K
Event2026-03-31
Filed2026-04-28
SYK
STRYKER CORPORATION
6.53%
Shares799
Event2026-03-31
Filed2026-04-28
IGV
ISHARES TR
-19.85%
Shares3.2K
Event2026-03-31
Filed2026-04-28
HEZU
ISHARES TR
-22.62%
Shares5.9K
Event2026-03-31
Filed2026-04-28
BLV
VANGUARD BD INDEX FDS
0.00%
Shares3.7K
Event2026-03-31
Filed2026-04-28
VGT
VANGUARD WORLD FD
-1.10%
Shares360
Event2026-03-31
Filed2026-04-28
INTU
INTUIT
0.52%
Shares581
Event2026-03-31
Filed2026-04-28
NEM
NEWMONT CORP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-28
SLV
ISHARES SILVER TR
0.00%
Shares3.5K
Event2026-03-31
Filed2026-04-28
VTEI
VANGUARD MUN BD FDS
0.54%
Shares2.2K
Event2026-03-31
Filed2026-04-28
VHT
VANGUARD WORLD FD
-15.38%
Shares814
Event2026-03-31
Filed2026-04-28
WELL
WELLTOWER INC
1.81%
Shares1.1K
Event2026-03-31
Filed2026-04-28
ECL
ECOLAB INC
-47.55%
Shares781
Event2026-03-31
Filed2026-04-28
USRT
ISHARES TR
0.34%
Shares3.5K
Event2026-03-31
Filed2026-04-28
CAH
CARDINAL HEALTH INC
25.82%
Shares960
Event2026-03-31
Filed2026-04-28
GWW
WW GRAINGER INC
2.91%
Shares177
Event2026-03-31
Filed2026-04-28
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-13.69%
Shares965
Event2026-03-31
Filed2026-04-28
TT
TRANE TECHNOLOGIES PLC
5.92%
Shares447
Event2026-03-31
Filed2026-04-28
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INC
-15.13%
Shares544
Event2026-03-31
Filed2026-04-28
AVAV
AEROVIRONMENT INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-28
NOW
SERVICENOW INC
-31.22%
Shares1.7K
Event2026-03-31
Filed2026-04-28
TJX
TJX COS INC NEW
-55.33%
Shares1.1K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORP
-18.87%
Shares4.1K
Event2026-03-31
Filed2026-04-28
CMI
CUMMINS INC
3.38%
Shares336
Event2026-03-31
Filed2026-04-28
BBVA
BANCO BILBAO VIZCAYA ARGENTA
-2.52%
Shares8.3K
Event2026-03-31
Filed2026-04-28
LQD
ISHARES TR
5.98%
Shares1.6K
Event2026-03-31
Filed2026-04-28
GRID
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
NI
NISOURCE INC
0.64%
Shares3.8K
Event2026-03-31
Filed2026-04-28
VBK
VANGUARD INDEX FDS
0.00%
Shares577
Event2026-03-31
Filed2026-04-28
JHG
JANUS HENDERSON GROUP PLC
1.89%
Shares3.3K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY INC
0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
CITIGROUP INC
1.80%
Shares1.4K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORPORATION
40.66%
Shares768
Event2026-03-31
Filed2026-04-28
PRU
PRUDENTIAL FINL INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA CO
2.71%
Shares2.0K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS INC
86.81%
Shares3.1K
Event2026-03-31
Filed2026-04-28
PEG
PUBLIC SVC ENTERPRISE GROUP
7.32%
Shares1.9K
Event2026-03-31
Filed2026-04-28
WDC
WESTERN DIGITAL CORP
125.50%
Shares566
Event2026-03-31
Filed2026-04-28
LYB
LYONDELLBASELL INDUSTRIES NV
1.01%
Shares1.9K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COS INC
1.11%
Shares636
Event2026-03-31
Filed2026-04-28
GRUPO CIBEST SA
GRUPO CIBEST SA
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB STRATEGIC TR
0.83%
Shares4.8K
Event2026-03-31
Filed2026-04-28
BUNGE GLOBAL SA
BUNGE GLOBAL SA
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA INC
-0.51%
Shares393
Event2026-03-31
Filed2026-04-28
ADP
AUTOMATIC DATA PROCESSING IN
-49.02%
Shares699
Event2026-03-31
Filed2026-04-28
PBR
PETROLEO BRASILEIRO S A
0.10%
Shares6.9K
Event2026-03-31
Filed2026-04-28
HDV
ISHARES TR
0.68%
Shares1.0K
Event2026-03-31
Filed2026-04-28
AMT
AMERICAN TOWER CORP
-3.53%
Shares819
Event2026-03-31
Filed2026-04-28
JCI
JOHNSON CONTROLS INTERNATION
0.37%
Shares1.1K
Event2026-03-31
Filed2026-04-28
EQIX
EQUINIX INC
323.53%
Shares144
Event2026-03-31
Filed2026-04-28
FTNT
FORTINET INC
-40.22%
Shares1.7K
Event2026-03-31
Filed2026-04-28
INSW
INTERNATIONAL SEAWAYS INC
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA INC
201.92%
Shares157
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE INC
-19.00%
Shares729
Event2026-03-31
Filed2026-04-28
EA
ELECTRONIC ARTS INC
2.46%
Shares666
Event2026-03-31
Filed2026-04-28
YUM
YUM BRANDS INC
0.00%
Shares868
Event2026-03-31
Filed2026-04-28
EEM
ISHARES TR
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-28
RRC
RANGE RES CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES INC
-33.13%
Shares963
Event2026-03-31
Filed2026-04-28
ETHO
AMPLIFY ETF TR
New
Shares2.0K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN CO
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-28
CBRE
CBRE GROUP INC
-5.31%
Shares963
Event2026-03-31
Filed2026-04-28
USHY
ISHARES TR
50.19%
Shares3.5K
Event2026-03-31
Filed2026-04-28
CX
CEMEX SA EURO MTN BE 144A
0.00%
Shares11.0K
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABORATORIES
-34.04%
Shares1.2K
Event2026-03-31
Filed2026-04-28
XEL
XCEL ENERGY INC
-0.76%
Shares1.6K
Event2026-03-31
Filed2026-04-28
R
RYDER SYS INC
3.30%
Shares595
Event2026-03-31
Filed2026-04-28
CASY
CASEYS GEN STORES INC
6.37%
Shares167
Event2026-03-31
Filed2026-04-28
IYF
ISHARES TR
0.50%
Shares1.0K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
-63.24%
Shares543
Event2026-03-31
Filed2026-04-28
DIA
STATE STR SPDR DOW JONES IND
0.40%
Shares254
Event2026-03-31
Filed2026-04-28
ELV
ELEVANCE HEALTH INC FORMERLY
-7.82%
Shares401
Event2026-03-31
Filed2026-04-28
BGRN
ISHARES TR
-69.98%
Shares2.4K
Event2026-03-31
Filed2026-04-28
GLW
CORNING INC
-7.97%
Shares843
Event2026-03-31
Filed2026-04-28
CDNS
CADENCE DESIGN SYSTEM INC
8.22%
Shares408
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTL INC
23.37%
Shares1.9K
Event2026-03-31
Filed2026-04-28
SPGI
S&P GLOBAL INC
-33.92%
Shares261
Event2026-03-31
Filed2026-04-28
BLACKROCK INC
BLACKROCK INC
-35.43%
Shares113
Event2026-03-31
Filed2026-04-28
NOBL
PROSHARES TR
-35.36%
Shares1.0K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORP
-5.67%
Shares732
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INC
-1.12%
Shares443
Event2026-03-31
Filed2026-04-28
IYH
ISHARES TR
-26.35%
Shares1.7K
Event2026-03-31
Filed2026-04-28
UNM
UNUM GROUP
2.84%
Shares1.4K
Event2026-03-31
Filed2026-04-28
EXC
EXELON CORP
12.48%
Shares2.1K
Event2026-03-31
Filed2026-04-28
XLK
SELECT SECTOR SPDR TR
0.00%
Shares769
Event2026-03-31
Filed2026-04-28
ZS
ZSCALER INC
-54.03%
Shares719
Event2026-03-31
Filed2026-04-28
IDXX
IDEXX LABS INC
-28.40%
Shares179
Event2026-03-31
Filed2026-04-28
DHR
DANAHER CORP DEL
-56.86%
Shares528
Event2026-03-31
Filed2026-04-28
BKNG
BOOKING HOLDINGS INC
-25.81%
Shares23
Event2026-03-31
Filed2026-04-28
VMC
VULCAN MATLS CO
2.59%
Shares357
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO DEVICES INC
-27.74%
Shares474
Event2026-03-31
Filed2026-04-28
ADSK
AUTODESK INC
11.05%
Shares402
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HLDGS INC
-52.92%
Shares242
Event2026-03-31
Filed2026-04-28
VO
VANGUARD INDEX FDS
0.30%
Shares329
Event2026-03-31
Filed2026-04-28
BKH
BLACK HILLS CORP
-1.10%
Shares1.3K
Event2026-03-31
Filed2026-04-28
BE
BLOOM ENERGY CORP
-44.69%
Shares677
Event2026-03-31
Filed2026-04-28
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
-4.53%
Shares464
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
-9.41%
Shares260
Event2026-03-31
Filed2026-04-28
NOK
NOKIA CORP
0.00%
Shares11.3K
Event2026-03-31
Filed2026-04-28
BBY
BEST BUY INC
3.81%
Shares1.4K
Event2026-03-31
Filed2026-04-28
PNR
PENTAIR PLC
0.19%
Shares1.0K
Event2026-03-31
Filed2026-04-28
NULV
NUSHARES ETF TR
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-28
HE
HAWAIIAN ELEC INDS INC MTN B
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-28
IBB
ISHARES TR
0.00%
Shares527
Event2026-03-31
Filed2026-04-28
NYT
NEW YORK TIMES CO MTN BE
0.29%
Shares1.0K
Event2026-03-31
Filed2026-04-28
XYL
XYLEM INC
-3.09%
Shares722
Event2026-03-31
Filed2026-04-28
HUBS
HUBSPOT INC
57.01%
Shares347
Event2026-03-31
Filed2026-04-28
HOG
HARLEY DAVIDSON INC
3.95%
Shares4.2K
Event2026-03-31
Filed2026-04-28
ALK
ALASKA AIR GROUP INC
-6.02%
Shares2.3K
Event2026-03-31
Filed2026-04-28
XMMO
INVESCO EXCHANGE TRADED FD T
0.18%
Shares572
Event2026-03-31
Filed2026-04-28
URI
UNITED RENTALS INC
-0.87%
Shares114
Event2026-03-31
Filed2026-04-28
SNDK
SANDISK CORP
3.17%
Shares130
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES INC
-7.62%
Shares1.1K
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRS INC
-7.42%
Shares412
Event2026-03-31
Filed2026-04-28
EW
EDWARDS LIFESCIENCES CORP
6.18%
Shares996
Event2026-03-31
Filed2026-04-28
VDC
VANGUARD WORLD FD
-10.35%
Shares355
Event2026-03-31
Filed2026-04-28
SNPS
SYNOPSYS INC
-33.88%
Shares201
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE CO
0.56%
Shares543
Event2026-03-31
Filed2026-04-28
TOTALENERGIES SE
TOTALENERGIES SE
0.00%
Shares856
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS INC
ARISTA NETWORKS INC
14.70%
Shares632
Event2026-03-31
Filed2026-04-28
ZTS
ZOETIS INC
7.19%
Shares656
Event2026-03-31
Filed2026-04-28
XLY
SELECT SECTOR SPDR TR
-58.77%
Shares708
Event2026-03-31
Filed2026-04-28
ARCC
ARES CAPITAL CORP
2.72%
Shares4.3K
Event2026-03-31
Filed2026-04-28
NWE
NORTHWESTERN ENERGY GROUP IN
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-28
NKE
NIKE INC
3.75%
Shares1.4K
Event2026-03-31
Filed2026-04-28
VIV
TELEFONICA BRASIL SA
0.00%
Shares4.6K
Event2026-03-31
Filed2026-04-28
IONQ
IONQ INC
-48.35%
Shares2.6K
Event2026-03-31
Filed2026-04-28
OBDC
BLUE OWL CAPITAL CORPORATION
2.94%
Shares6.5K
Event2026-03-31
Filed2026-04-28
KEYS
KEYSIGHT TECHNOLOGIES INC
5.67%
Shares261
Event2026-03-31
Filed2026-04-28
VPU
VANGUARD WORLD FD
-3.64%
Shares371
Event2026-03-31
Filed2026-04-28
ALAB
ASTERA LABS INC
New
Shares667
Event2026-03-31
Filed2026-04-28
NTAP
NETAPP INC
0.43%
Shares698
Event2026-03-31
Filed2026-04-28
AMP
AMERIPRISE FINL INC
1.91%
Shares160
Event2026-03-31
Filed2026-04-28
AA
ALCOA CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
NIO
NIO INC
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
-27.91%
Shares545
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES INC
0.00%
Shares476
Event2026-03-31
Filed2026-04-28
PBW
INVESCO EXCHANGE TRADED FD T
0.09%
Shares2.2K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY
1.69%
Shares421
Event2026-03-31
Filed2026-04-28
DUOL
DUOLINGO INC
0.00%
Shares700
Event2026-03-31
Filed2026-04-28
USMV
ISHARES TR
0.54%
Shares744
Event2026-03-31
Filed2026-04-28
NCLH
NORWEGIAN CRUISE LINE HLDGS
11.86%
Shares3.7K
Event2026-03-31
Filed2026-04-28
NXT
NEXTPOWER INC
New
Shares550
Event2026-03-31
Filed2026-04-28
JEPI
J P MORGAN EXCHANGE TRADED F
1.95%
Shares1.1K
Event2026-03-31
Filed2026-04-28
BP
BP PLC
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
DE
DEERE & CO
-6.78%
Shares110
Event2026-03-31
Filed2026-04-28
MELI
MERCADOLIBRE INC
-73.28%
Shares35
Event2026-03-31
Filed2026-04-28
FLR
FLUOR CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
AYI
ACUITY INC
0.00%
Shares217
Event2026-03-31
Filed2026-04-28
SCHW
SCHWAB CHARLES CORP
-10.96%
Shares642
Event2026-03-31
Filed2026-04-28
DNOW
DNOW INC
-45.61%
Shares5.0K
Event2026-03-31
Filed2026-04-28
REET
ISHARES TR
0.35%
Shares2.3K
Event2026-03-31
Filed2026-04-28
VGSR
MANAGER DIRECTED PORTFOLIOS
New
Shares5.5K
Event2026-03-31
Filed2026-04-28
DECK
DECKERS OUTDOOR CORP
28000.00%
Shares562
Event2026-03-31
Filed2026-04-28
SJT
SAN JUAN BASIN RTY TR
0.00%
Shares11.4K
Event2026-03-31
Filed2026-04-28
LAZARD INC
LAZARD INC
-17.29%
Shares1.3K
Event2026-03-31
Filed2026-04-28
PHO
INVESCO EXCHANGE TRADED FD T
0.12%
Shares813
Event2026-03-31
Filed2026-04-28
NIE
VIRTUS EQUITY & CONV INCM FD
4.23%
Shares2.2K
Event2026-03-31
Filed2026-04-28
WAB
WABTEC
0.00%
Shares207
Event2026-03-31
Filed2026-04-28
DOLE
DOLE PLC
0.00%
Shares3.6K
Event2026-03-31
Filed2026-04-28
VUSB
VANGUARD BD INDEX FDS
0.70%
Shares1.0K
Event2026-03-31
Filed2026-04-28
FDN
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares215
Event2026-03-31
Filed2026-04-28
A
AGILENT TECHNOLOGIES INC
0.00%
Shares440
Event2026-03-31
Filed2026-04-28
LNG
CHENIERE ENERGY INC
-1.13%
Shares175
Event2026-03-31
Filed2026-04-28
BIP
BROOKFIELD INFRASTRUCTURE PA
1.27%
Shares1.4K
Event2026-03-31
Filed2026-04-28
PGR
PROGRESSIVE CORP
0.00%
Shares246
Event2026-03-31
Filed2026-04-28
BXSL
BLACKSTONE SECD LENDING FD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO & CO
531.25%
Shares606
Event2026-03-31
Filed2026-04-28
AIR
AAR CORP
0.00%
Shares435
Event2026-03-31
Filed2026-04-28
QNITY ELECTRONICS INC
QNITY ELECTRONICS INC
0.00%
Shares410
Event2026-03-31
Filed2026-04-28
ADI
ANALOG DEVICES INC
-83.50%
Shares149
Event2026-03-31
Filed2026-04-28
MSI
MOTOROLA SOLUTIONS INC
0.00%
Shares106
Event2026-03-31
Filed2026-04-28
PNC
PNC FINL SVCS GROUP INC
-2.76%
Shares211
Event2026-03-31
Filed2026-04-28
FSLR
FIRST SOLAR INC
-9.39%
Shares222
Event2026-03-31
Filed2026-04-28
UNH
UNITEDHEALTH GROUP INC
-9.14%
Shares159
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL CORP
-9.52%
Shares247
Event2026-03-31
Filed2026-04-28
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-3.17%
Shares122
Event2026-03-31
Filed2026-04-28
VCIT
VANGUARD SCOTTSDALE FDS
-9.82%
Shares505
Event2026-03-31
Filed2026-04-28
MCO
MOODYS CORP
0.00%
Shares92
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS INTL INC
-4.08%
Shares235
Event2026-03-31
Filed2026-04-28
USA
LIBERTY ALL STAR EQUITY FD
4.84%
Shares7.0K
Event2026-03-31
Filed2026-04-28
IGSB
ISHARES TR
-52.61%
Shares734
Event2026-03-31
Filed2026-04-28
ASML
ASML HLDG NV
-80.27%
Shares29
Event2026-03-31
Filed2026-04-28
DUPONT DE NEMOURS INC
DUPONT DE NEMOURS INC
-7.72%
Shares825
Event2026-03-31
Filed2026-04-28
KLAC
KLA CORP
-13.79%
Shares25
Event2026-03-31
Filed2026-04-28
MBB
ISHARES TR
11.34%
Shares383
Event2026-03-31
Filed2026-04-28
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.00%
Shares469
Event2026-03-31
Filed2026-04-28
FTV
FORTIVE CORP
-4.50%
Shares637
Event2026-03-31
Filed2026-04-28
DELL
DELL TECHNOLOGIES INC
-13.71%
Shares214
Event2026-03-31
Filed2026-04-28
CTVA
CORTEVA INC
2764.29%
Shares401
Event2026-03-31
Filed2026-04-28
FAST
FASTENAL CO
-0.96%
Shares723
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares166
Event2026-03-31
Filed2026-04-28
WBD
WARNER BROS DISCOVERY INC
-5.85%
Shares1.2K
Event2026-03-31
Filed2026-04-28
APD
AIR PRODUCTS AND CHEMICALS I
-8.33%
Shares110
Event2026-03-31
Filed2026-04-28
EBAY
EBAY INC.
0.29%
Shares350
Event2026-03-31
Filed2026-04-28
RVT
ROYCE SMALL CAP TRUST INC
1.86%
Shares1.9K
Event2026-03-31
Filed2026-04-28
RACE
FERRARI N V
9.64%
Shares91
Event2026-03-31
Filed2026-04-28
ALB
ALBEMARLE CORP
0.00%
Shares167
Event2026-03-31
Filed2026-04-28
CHRW
C H ROBINSON WORLDWIDE IN
0.00%
Shares179
Event2026-03-31
Filed2026-04-28
SMOG
VANECK ETF TRUST
0.00%
Shares212
Event2026-03-31
Filed2026-04-28
HIG
HARTFORD INSURANCE GROUP INC
0.47%
Shares216
Event2026-03-31
Filed2026-04-28
LVHD
LEGG MASON ETF INVT
1.04%
Shares683
Event2026-03-31
Filed2026-04-28
ADX
ADAMS DIVERSIFIED EQUITY FD
2.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-5.19%
Shares73
Event2026-03-31
Filed2026-04-28
ROKU
ROKU INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-28
DHI
D R HORTON INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-28
SPSB
SPDR SERIES TRUST
0.00%
Shares908
Event2026-03-31
Filed2026-04-28
USB
US BANCORP
-15.63%
Shares513
Event2026-03-31
Filed2026-04-28
NPO
ENPRO INC
-1.83%
Shares107
Event2026-03-31
Filed2026-04-28
ORLY
OREILLY AUTOMOTIVE INC
-3.33%
Shares290
Event2026-03-31
Filed2026-04-28
KOD
KODIAK SCIENCES INC
New
Shares692
Event2026-03-31
Filed2026-04-28
HCA
HCA HEALTHCARE INC
30.23%
Shares56
Event2026-03-31
Filed2026-04-28
ON
ON SEMICONDUCTOR CORP
0.00%
Shares425
Event2026-03-31
Filed2026-04-28
AWK
AMERICAN WTR WKS CO INC NEW
-1.54%
Shares192
Event2026-03-31
Filed2026-04-28
CME
CME GROUP INC
0.00%
Shares87
Event2026-03-31
Filed2026-04-28
IR
INGERSOLL RAND INC
7.38%
Shares320
Event2026-03-31
Filed2026-04-28
VLUE
ISHARES TR
0.56%
Shares180
Event2026-03-31
Filed2026-04-28
BSX
BOSTON SCIENTIFIC CORP
-1.47%
Shares402
Event2026-03-31
Filed2026-04-28
MSTR
STRATEGY INC
New
Shares202
Event2026-03-31
Filed2026-04-28
FTXN
FIRST TR EXCHANGE TRADED FD
0.31%
Shares646
Event2026-03-31
Filed2026-04-28
EMR
EMERSON ELEC CO
-86.63%
Shares190
Event2026-03-31
Filed2026-04-28
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares809
Event2026-03-31
Filed2026-04-28
NVS
NOVARTIS AG
-90.42%
Shares156
Event2026-03-31
Filed2026-04-28
TFC
TRUIST FINL CORP
6.02%
Shares511
Event2026-03-31
Filed2026-04-28
VCR
VANGUARD WORLD FD
0.00%
Shares65
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
0.00%
Shares75
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB STRATEGIC TR
0.00%
Shares802
Event2026-03-31
Filed2026-04-28
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares21
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
14.86%
Shares804
Event2026-03-31
Filed2026-04-28
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares427
Event2026-03-31
Filed2026-04-28
REGN
REGENERON PHARMACEUTICALS
7.69%
Shares28
Event2026-03-31
Filed2026-04-28
VERSANT MEDIA GROUP INC
VERSANT MEDIA GROUP INC
New
Shares577
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD INDEX FDS
-30.22%
Shares97
Event2026-03-31
Filed2026-04-28
NOC
NORTHROP GRUMMAN CORP
0.00%
Shares31
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL-MYERS SQUIBB CO
29.66%
Shares341
Event2026-03-31
Filed2026-04-28
VIS
VANGUARD WORLD FD
0.00%
Shares66
Event2026-03-31
Filed2026-04-28
CBOE
CBOE GLOBAL MKTS INC
1.39%
Shares73
Event2026-03-31
Filed2026-04-28
SPOT
SPOTIFY TECHNOLOGY S A
0.00%
Shares42
Event2026-03-31
Filed2026-04-28
D
DOMINION ENERGY INC
6.83%
Shares313
Event2026-03-31
Filed2026-04-28
OKE
ONEOK INC NEW
1.42%
Shares214
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
MEDTRONIC PLC
-29.62%
Shares221
Event2026-03-31
Filed2026-04-28
BFLY
BUTTERFLY NETWORK INC
New
Shares4.7K
Event2026-03-31
Filed2026-04-28
PAYX
PAYCHEX INC
-28.11%
Shares202
Event2026-03-31
Filed2026-04-28
CL
COLGATE PALMOLIVE CO
-84.05%
Shares218
Event2026-03-31
Filed2026-04-28
RSG
REPUBLIC SVCS INC
0.00%
Shares82
Event2026-03-31
Filed2026-04-28
XLP
SELECT SECTOR SPDR TR
0.92%
Shares220
Event2026-03-31
Filed2026-04-28
AOK
ISHARES TR
0.45%
Shares446
Event2026-03-31
Filed2026-04-28
TPR
TAPESTRY INC
-6.02%
Shares125
Event2026-03-31
Filed2026-04-28
TRV
TRAVELERS COMPANIES INC
0.00%
Shares60
Event2026-03-31
Filed2026-04-28
NVTS
NAVITAS SEMICONDUCTOR CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INC
-1.41%
Shares140
Event2026-03-31
Filed2026-04-28
MMC
MARSH & MCLENNAN COS INC
36.99%
Shares100
Event2026-03-31
Filed2026-04-28
QBTS
D-WAVE QUANTUM INC
-73.95%
Shares1.2K
Event2026-03-31
Filed2026-04-28
CVS
CVS HEALTH CORP
0.86%
Shares235
Event2026-03-31
Filed2026-04-28
SMH
VANECK ETF TRUST
0.00%
Shares44
Event2026-03-31
Filed2026-04-28
ABNB
AIRBNB INC
114.52%
Shares133
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP INC
-3.88%
Shares248
Event2026-03-31
Filed2026-04-28
ROCKET LAB CORP
ROCKET LAB CORP
-14.85%
Shares258
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-57.30%
Shares79
Event2026-03-31
Filed2026-04-28
KOF
COCA-COLA FEMSA SAB DE CV
0.00%
Shares167
Event2026-03-31
Filed2026-04-28
NDAQ
NASDAQ INC
35.46%
Shares191
Event2026-03-31
Filed2026-04-28
CAG
CONAGRA BRANDS INC
-28.33%
Shares994
Event2026-03-31
Filed2026-04-28
L
LOEWS CORP
-56.93%
Shares146
Event2026-03-31
Filed2026-04-28
CSX
CSX CORP
-7.33%
Shares379
Event2026-03-31
Filed2026-04-28
HUBBELL INC
HUBBELL INC
10.71%
Shares31
Event2026-03-31
Filed2026-04-28
VOX
VANGUARD WORLD FD
-51.43%
Shares85
Event2026-03-31
Filed2026-04-28
COIN
COINBASE GLOBAL INC
55.36%
Shares87
Event2026-03-31
Filed2026-04-28
IRM
IRON MTN INC DEL
24.58%
Shares147
Event2026-03-31
Filed2026-04-28
CINF
CINCINNATI FINL CORP
0.00%
Shares95
Event2026-03-31
Filed2026-04-28
SYY
SYSCO CORP
54.81%
Shares209
Event2026-03-31
Filed2026-04-28
HUT 8 CORP
HUT 8 CORP
New
Shares314
Event2026-03-31
Filed2026-04-28
APP
APPLOVIN CORP
-68.38%
Shares37
Event2026-03-31
Filed2026-04-28
ICLN
ISHARES TR
0.00%
Shares797
Event2026-03-31
Filed2026-04-28
XLF
SELECT SECTOR SPDR TR
0.00%
Shares294
Event2026-03-31
Filed2026-04-28
SPG
SIMON PPTY GROUP INC NEW
-2.50%
Shares78
Event2026-03-31
Filed2026-04-28
WMB
WILLIAMS COS INC
-7.44%
Shares199
Event2026-03-31
Filed2026-04-28
VCSH
VANGUARD SCOTTSDALE FDS
16.67%
Shares182
Event2026-03-31
Filed2026-04-28
CROWN CASTLE INC
CROWN CASTLE INC
11.39%
Shares176
Event2026-03-31
Filed2026-04-28
FNF
FIDELITY NATL FINL INC
1.32%
Shares306
Event2026-03-31
Filed2026-04-28
ROL
ROLLINS INC
9.54%
Shares264
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN CORP
-14.81%
Shares23
Event2026-03-31
Filed2026-04-28
EIX
EDISON INTL
1.61%
Shares189
Event2026-03-31
Filed2026-04-28
EXPE
EXPEDIA GROUP INC
-33.71%
Shares59
Event2026-03-31
Filed2026-04-28
AON PLC
AON PLC
-89.63%
Shares42
Event2026-03-31
Filed2026-04-28
CCEP
COCA-COLA EUROPACIFIC PARTNE
0.00%
Shares150
Event2026-03-31
Filed2026-04-28
KEY
KEYCORP
-3.82%
Shares679
Event2026-03-31
Filed2026-04-28
SCHO
SCHWAB STRATEGIC TR
-11.39%
Shares560
Event2026-03-31
Filed2026-04-28
SHW
SHERWIN WILLIAMS CO
55.56%
Shares42
Event2026-03-31
Filed2026-04-28
ITW
ILLINOIS TOOL WKS INC
-34.62%
Shares51
Event2026-03-31
Filed2026-04-28
STT
STATE STR CORP
0.00%
Shares106
Event2026-03-31
Filed2026-04-28
FICO
FAIR ISAAC CORP
-13.33%
Shares13
Event2026-03-31
Filed2026-04-28
ALL
ALLSTATE CORP
-20.99%
Shares64
Event2026-03-31
Filed2026-04-28
VTIP
VANGUARD MALVERN FDS
-49.91%
Shares267
Event2026-03-31
Filed2026-04-28
MUB
ISHARES TR
0.00%
Shares125
Event2026-03-31
Filed2026-04-28
BTI
BRITISH AMERN TOB PLC
1.36%
Shares224
Event2026-03-31
Filed2026-04-28
GIS
GENERAL MILLS INC
New
Shares355
Event2026-03-31
Filed2026-04-28
KDP
KEURIG DR PEPPER INC
44.48%
Shares497
Event2026-03-31
Filed2026-04-28
RIO
RIO TINTO PLC
0.00%
Shares137
Event2026-03-31
Filed2026-04-28
VLTO
VERALTO CORP
-11.04%
Shares145
Event2026-03-31
Filed2026-04-28
SRE
SEMPRA
91.18%
Shares130
Event2026-03-31
Filed2026-04-28
DLTR
DOLLAR TREE INC
-1.69%
Shares116
Event2026-03-31
Filed2026-04-28
SHEL
SHELL PLC
0.75%
Shares135
Event2026-03-31
Filed2026-04-28
WTRG
ESSENTIAL UTILS INC
0.66%
Shares307
Event2026-03-31
Filed2026-04-28
AKAM
AKAMAI TECHNOLOGIES INC
-17.05%
Shares107
Event2026-03-31
Filed2026-04-28
CWT
CALIFORNIA WTR SVC GROUP
0.75%
Shares268
Event2026-03-31
Filed2026-04-28
DASH
DOORDASH INC
710.00%
Shares81
Event2026-03-31
Filed2026-04-28
AIG
AMERICAN INTL GROUP INC
-43.86%
Shares160
Event2026-03-31
Filed2026-04-28
QUBT
QUANTUM COMPUTING INC
361.15%
Shares1.8K
Event2026-03-31
Filed2026-04-28
SERV
SERVE ROBOTICS INC
New
Shares1.4K
Event2026-03-31
Filed2026-04-28
DLR
DIGITAL RLTY TR INC
-91.85%
Shares66
Event2026-03-31
Filed2026-04-28
LIBERTY LIVE HOLDINGS INC
LIBERTY LIVE HOLDINGS INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-28
VB
VANGUARD INDEX FDS
0.00%
Shares44
Event2026-03-31
Filed2026-04-28
AMLX
AMYLYX PHARMACEUTICALS INC
0.00%
Shares819
Event2026-03-31
Filed2026-04-28
BIIB
BIOGEN INC
1.69%
Shares60
Event2026-03-31
Filed2026-04-28
GRMN
GARMIN LTD
557.14%
Shares46
Event2026-03-31
Filed2026-04-28
ASX
ASE TECHNOLOGY HLDG CO LTD
0.00%
Shares485
Event2026-03-31
Filed2026-04-28
VONE
VANGUARD SCOTTSDALE FDS
0.00%
Shares36
Event2026-03-31
Filed2026-04-28
LOGI
LOGITECH INTL S A
0.00%
Shares115
Event2026-03-31
Filed2026-04-28
STZ
CONSTELLATION BRANDS INC
13.11%
Shares69
Event2026-03-31
Filed2026-04-28
HBAN
HUNTINGTON BANCSHARES INC
-5.11%
Shares650
Event2026-03-31
Filed2026-04-28
TM
TOYOTA MOTOR CORP
0.00%
Shares49
Event2026-03-31
Filed2026-04-28
CNC
CENTENE CORP DEL
6.23%
Shares307
Event2026-03-31
Filed2026-04-28
ZM
ZOOM COMMUNICATIONS INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-28
ROK
ROCKWELL AUTOMATION INC
-6.67%
Shares28
Event2026-03-31
Filed2026-04-28
VRTX
VERTEX PHARMACEUTICALS INC
-4.35%
Shares22
Event2026-03-31
Filed2026-04-28
BDX
BECTON DICKINSON & CO
3.39%
Shares61
Event2026-03-31
Filed2026-04-28
HLI
HOULIHAN LOKEY INC
0.00%
Shares67
Event2026-03-31
Filed2026-04-28
FITB
FIFTH THIRD BANCORP
-5.12%
Shares204
Event2026-03-31
Filed2026-04-28
LEU
CENTRUS ENERGY CORP
New
Shares55
Event2026-03-31
Filed2026-04-28
LYV
LIVE NATION ENTERTAINMENT IN
72.22%
Shares62
Event2026-03-31
Filed2026-04-28
KD
KYNDRYL HLDGS INC
New
Shares720
Event2026-03-31
Filed2026-04-28
AAOI
APPLIED OPTOELECTRONICS INC
New
Shares111
Event2026-03-31
Filed2026-04-28
HST
HOST HOTELS & RESORTS INC
1.90%
Shares483
Event2026-03-31
Filed2026-04-28
LI
LI AUTO INC
0.00%
Shares519
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELEC PWR CO INC
-11.54%
Shares69
Event2026-03-31
Filed2026-04-28
VTR
VENTAS INC
20.88%
Shares110
Event2026-03-31
Filed2026-04-28
UNFI
UNITED NAT FOODS INC
0.00%
Shares200
Event2026-03-31
Filed2026-04-28
TMUS
T-MOBILE US INC
-14.29%
Shares42
Event2026-03-31
Filed2026-04-28
IGIB
ISHARES TR
1.23%
Shares165
Event2026-03-31
Filed2026-04-28
HRL
HORMEL FOODS CORP
42.28%
Shares387
Event2026-03-31
Filed2026-04-28
FIX
COMFORT SYS USA INC
20.00%
Shares6
Event2026-03-31
Filed2026-04-28
ETHE
GRAYSCALE ETHEREUM STAKING E
0.59%
Shares509
Event2026-03-31
Filed2026-04-28
DDOG
DATADOG INC
-88.89%
Shares73
Event2026-03-31
Filed2026-04-28
KKR & CO INC
KKR & CO INC
17.72%
Shares93
Event2026-03-31
Filed2026-04-28
GEN DIGITAL INC
GEN DIGITAL INC
80.16%
Shares454
Event2026-03-31
Filed2026-04-28
VRT
VERTIV HOLDINGS CO
-2.86%
Shares34
Event2026-03-31
Filed2026-04-28
ES
EVERSOURCE ENERGY
0.83%
Shares122
Event2026-03-31
Filed2026-04-28
PHM
PULTE GROUP INC
1.41%
Shares72
Event2026-03-31
Filed2026-04-28
CPB
THE CAMPBELLS COMPANY
223.08%
Shares378
Event2026-03-31
Filed2026-04-28
RIVN
RIVIAN AUTOMOTIVE INC
0.00%
Shares550
Event2026-03-31
Filed2026-04-28
EL
LAUDER ESTEE COS INC
-7.26%
Shares115
Event2026-03-31
Filed2026-04-28
STRL
STERLING INFRASTRUCTURE INC
-9.09%
Shares20
Event2026-03-31
Filed2026-04-28
PWR
QUANTA SVCS INC
-16.67%
Shares15
Event2026-03-31
Filed2026-04-28
BF.B
BROWN FORMAN CORP
-40.63%
Shares304
Event2026-03-31
Filed2026-04-28
TSCO
TRACTOR SUPPLY CO
-1.64%
Shares180
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA CORP
-42.36%
Shares166
Event2026-03-31
Filed2026-04-28
VDE
VANGUARD WORLD FD
2.17%
Shares47
Event2026-03-31
Filed2026-04-28
DAC
DANAOS CORPORATION
1.43%
Shares71
Event2026-03-31
Filed2026-04-28
ETSY
ETSY INC
-26.64%
Shares157
Event2026-03-31
Filed2026-04-28
CMG
CHIPOTLE MEXICAN GRILL INC
-4.37%
Shares241
Event2026-03-31
Filed2026-04-28
GNRC
GENERAC HLDGS INC
-48.00%
Shares39
Event2026-03-31
Filed2026-04-28
CTAS
CINTAS CORP
18.42%
Shares45
Event2026-03-31
Filed2026-04-28
LUV
SOUTHWEST AIRLS CO
-0.99%
Shares200
Event2026-03-31
Filed2026-04-28
CRWV
COREWEAVE INC
0.00%
Shares97
Event2026-03-31
Filed2026-04-28
CSGP
COSTAR GROUP INC
181.82%
Shares186
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
GE AEROSPACE
0.00%
Shares26
Event2026-03-31
Filed2026-04-28
BA
BOEING CO
-26.00%
Shares37
Event2026-03-31
Filed2026-04-28
RBRK
RUBRIK INC.
0.00%
Shares150
Event2026-03-31
Filed2026-04-28
PCAR
PACCAR INC
1.59%
Shares64
Event2026-03-31
Filed2026-04-28
STLD
STEEL DYNAMICS INC
0.00%
Shares40
Event2026-03-31
Filed2026-04-28
MTG
MGIC INVT CORP WIS
0.74%
Shares274
Event2026-03-31
Filed2026-04-28
UPS
UNITED PARCEL SVCS INC
-13.10%
Shares73
Event2026-03-31
Filed2026-04-28
DRI
DARDEN RESTAURANTS INC
9.09%
Shares36
Event2026-03-31
Filed2026-04-28
HPE
HEWLETT PACKARD ENTERPRISE C
-90.14%
Shares297
Event2026-03-31
Filed2026-04-28
EOG
EOG RES INC
-20.97%
Shares49
Event2026-03-31
Filed2026-04-28
IYJ
ISHARES TR
0.00%
Shares48
Event2026-03-31
Filed2026-04-28
WHR
WHIRLPOOL CORP
1.57%
Shares129
Event2026-03-31
Filed2026-04-28
SW
SMURFIT WESTROCK PLC
1.16%
Shares174
Event2026-03-31
Filed2026-04-28
PPG
PPG INDS INC
56.10%
Shares64
Event2026-03-31
Filed2026-04-28
DLX
DELUXE CORP MEDIUM TERM NTS
0.82%
Shares246
Event2026-03-31
Filed2026-04-28
AZO
AUTOZONE INC
0.00%
Shares2
Event2026-03-31
Filed2026-04-28
CRL
CHARLES RIV LABS INTL INC
-46.58%
Shares39
Event2026-03-31
Filed2026-04-28
FOX
FOX CORP
-45.26%
Shares127
Event2026-03-31
Filed2026-04-28
RFI
COHEN & STEERS TOTAL RETURN
2.20%
Shares603
Event2026-03-31
Filed2026-04-28
ARES
ARES MANAGEMENT CORPORATION
144.00%
Shares61
Event2026-03-31
Filed2026-04-28
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
0.00%
Shares67
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available