Sponsored
The Analysis of Westside Investment Management, Inc.'s Holdings & P&L
Currently, Westside Investment Management, Inc. holds 1477 types of securities in its portfolio with a total value $652.7M. In the most recent quarter, they have increased their positions in IEFA (+113.7K shares, valued at $10.3M), AIVL (+20.6K shares, valued at $2.4M), AAPL (+7.6K shares, valued at $1.9M); decreased their positions in N/A (-2.9M shares, valued at $2.9M), N/A (-2.5M shares, valued at $2.5M), GLD (-3.3K shares, valued at $1.4M); initiated new positions in TCAF (+17.8K shares, valued at $632.6K), GDX (+3.3K shares, valued at $304.6K), TXUE (+7.3K shares, valued at $234.9K).
1M P&L
+24.2M+4.27%
3M P&L
+26.4M+4.67%
HY P&L
+54.9M+10.24%
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/A289.9M
53.9%
2Consumer Electronics23.6M
4.4%
3Software - Application21.8M
4.1%
Top Industries by Stock Count
1N/A352 stocks
30.3%
2Banks - Regional34 stocks
2.9%
3Software - Application29 stocks
2.5%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIDELITY ADVISOR INTERM MUNI INC I FIDELITY ADVISOR INTERM MUNI INC I307.2K shares51.80%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
THORNBURG INTERMEDIATE MUNICIPAL INST THORNBURG INTERMEDIATE MUNICIPAL INST153.0K shares344.59%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
AMERICAN FUNDS FUNDAMENTAL INVS A AMERICAN FUNDS FUNDAMENTAL INVS A16.5K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
TRANSAMERICA INTERMEDIATE MUNI I TRANSAMERICA INTERMEDIATE MUNI I112.6K shares991.14%2026-03-312026-05-04
Sponsored
SCHWAB PRIME ADVANTAGE MONEY INVESTOR SCHWAB PRIME ADVANTAGE MONEY INVESTOR1.1M shares-72.68%2026-03-312026-05-04
Sponsored
Sponsored
AMERICAN FUNDS INCOME FUND OF AMER A AMERICAN FUNDS INCOME FUND OF AMER A32.1K shares-1.72%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32 EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32600.0K shares0.00%2026-03-312026-05-04
AMERICAN FUNDS CAPITAL INCOME BLDR A AMERICAN FUNDS CAPITAL INCOME BLDR A7.8K shares0.00%2026-03-312026-05-04
Sponsored
SCHWAB TREASURY OBLIG MONEY INV SCHWAB TREASURY OBLIG MONEY INV537.3K shares-10.99%2026-03-312026-05-04
Sponsored
AMERICAN CENTURY INTERMTRM TX-FR BD I AMERICAN CENTURY INTERMTRM TX-FR BD I48.4K shares0.00%2026-03-312026-05-04
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM VANGUARD CA INTERM-TERM TAX-EXEMPT ADM45.2K shares0.00%2026-03-312026-05-04
TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26 TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26500.0K shares0.00%2026-03-312026-05-04
Sponsored
FIDELITY ADVISOR INVESTMENT GR BD I FIDELITY ADVISOR INVESTMENT GR BD I65.8K shares1455.22%2026-03-312026-05-04
Sponsored
Sponsored
AMERICAN FUNDS TAX-EXEMPT BOND F2 AMERICAN FUNDS TAX-EXEMPT BOND F232.6K shares0.00%2026-03-312026-05-04
Sponsored
SCHWAB PRIME ADVANTAGE MONEY ULTRA SCHWAB PRIME ADVANTAGE MONEY ULTRA397.1K shares-47.55%2026-03-312026-05-04
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Sponsored
Sponsored
KANSAS CITY MO 5 31GO UTX DUE 02/01/31 KANSAS CITY MO 5 31GO UTX DUE 02/01/31270.0K shares0.00%2026-03-312026-05-04
Sponsored
AMERICAN FUNDS CAPITAL WORLD GR&INC A AMERICAN FUNDS CAPITAL WORLD GR&INC A4.0K shares0.00%2026-03-312026-05-04
Sponsored
LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27 LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27260.0K shares0.00%2026-03-312026-05-04
AUBURN ME 4 30GO UTX DUE 11/01/30 AUBURN ME 4 30GO UTX DUE 11/01/30250.0K shares0.00%2026-03-312026-05-04
DEER PK TEX 4 32DB LTX DUE 03/15/32 DEER PK TEX 4 32DB LTX DUE 03/15/32250.0K shares0.00%2026-03-312026-05-04
Sponsored
AMERICAN FUNDS AMERICAN MUTUAL A AMERICAN FUNDS AMERICAN MUTUAL A4.4K shares0.00%2026-03-312026-05-04
FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31 FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31240.0K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
AMERICAN FUNDS NEW PERSPECTIVE A AMERICAN FUNDS NEW PERSPECTIVE A3.2K shares0.00%2026-03-312026-05-04
Sponsored
BLACKROCK CALIFORNIA MUNI OPPS INSTL BLACKROCK CALIFORNIA MUNI OPPS INSTL17.2K shares0.00%2026-03-312026-05-04
AMERICAN CENTURY DIVERSIFIED BOND INV AMERICAN CENTURY DIVERSIFIED BOND INV21.7K sharesnew addition2026-03-312026-05-04
AMERICAN FUNDS WASHINGTON MUTUAL A AMERICAN FUNDS WASHINGTON MUTUAL A3.1K shares0.00%2026-03-312026-05-04
Sponsored
FIDELITY ADVISOR SMALL CAP VALUE A FIDELITY ADVISOR SMALL CAP VALUE A9.7K shares45.25%2026-03-312026-05-04
DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37 DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37160.0K shares0.00%2026-03-312026-05-04
Sponsored
LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28 LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28165.0K shares0.00%2026-03-312026-05-04
Sponsored
AMERICAN FUNDS GROWTH FUND OF AMER A AMERICAN FUNDS GROWTH FUND OF AMER A2.2K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
BAIRD CORE INTERMEDIATE MUNICPL BD INSTL BAIRD CORE INTERMEDIATE MUNICPL BD INSTL14.2K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38 LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38120.0K shares0.00%2026-03-312026-05-04
Sponsored
AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36 AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36115.0K shares0.00%2026-03-312026-05-04
Sponsored
AMERICAN FUNDS INTL GR AND INC A AMERICAN FUNDS INTL GR AND INC A2.6K shares0.00%2026-03-312026-05-04
Sponsored
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL4.9K shares14.93%2026-03-312026-05-04
LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34 LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34100.0K shares0.00%2026-03-312026-05-04
ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35 ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35100.0K shares0.00%2026-03-312026-05-04
TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33 TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33100.0K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
AMERICAN CENTURY INTERMTRM TX-FR BD INV AMERICAN CENTURY INTERMTRM TX-FR BD INV10.1K shares69.25%2026-03-312026-05-04
INVESCO LIMITED TERM CA MUNICIPAL Y INVESCO LIMITED TERM CA MUNICIPAL Y34.6K shares-47.90%2026-03-312026-05-04
BASTROP TEX 5 29DB LTX DUE 08/01/29 BASTROP TEX 5 29DB LTX DUE 08/01/29100.0K shares0.00%2026-03-312026-05-04
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM1.7K shares-22.68%2026-03-312026-05-04
Sponsored
DOUBLELINE TOTAL REITURN BOND I DOUBLELINE TOTAL REITURN BOND I11.7K shares0.00%2026-03-312026-05-04
FIDELITY ADVISOR GLOBAL COMMODITY STK I FIDELITY ADVISOR GLOBAL COMMODITY STK I3.7K shares53.66%2026-03-312026-05-04
Sponsored
Sponsored
Sponsored
Sponsored
GQG PARTNERS EMERGING MARKETS EQUITYINST GQG PARTNERS EMERGING MARKETS EQUITYINST4.8K shares19.36%2026-03-312026-05-04
Sponsored
Sponsored
DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM454 shares0.00%2026-03-312026-05-04
COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD COM COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD COM666 shares0.00%2026-03-312026-05-04
Sponsored
CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD COM CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD COM2.2K shares0.00%2026-03-312026-05-04
HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM2.6K shares0.00%2026-03-312026-05-04
Sponsored
AMERICAN FUNDS INVMT CO OF AMER A AMERICAN FUNDS INVMT CO OF AMER A1.3K shares0.00%2026-03-312026-05-04
Sponsored
DFA INTERNATIONAL CORE EQUITY 2 I DFA INTERNATIONAL CORE EQUITY 2 I3.5K shares0.00%2026-03-312026-05-04
Sponsored
Sponsored
SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM5.9K shares598.33%2026-03-312026-05-04
Sponsored
INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM1.8K shares0.00%2026-03-312026-05-04
VYM
4.00%VANGUARD HIGH
Shares162.0K
Event2026-03-31
Filed2026-05-04
AAPL
8.94%APPLE INC
Shares92.1K
Event2026-03-31
Filed2026-05-04
VTI
-0.35%VANGUARD TOTAL
Shares57.7K
Event2026-03-31
Filed2026-05-04
INVESCO QQQ
1.58%INVESCO QQQ
Shares30.6K
Event2026-03-31
Filed2026-05-04
TPC
-3.35%TUTOR PERINI
Shares218.8K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-1.06%ALPHABET INC
Shares47.1K
Event2026-03-31
Filed2026-05-04
AMZN
5.47%AMAZON COM
Shares59.6K
Event2026-03-31
Filed2026-05-04
ETON
-0.64%ETON PHARMACEUTICALS
Shares467.9K
Event2026-03-31
Filed2026-05-04
IEFA
4630.88%ISHARES CORE
Shares116.1K
Event2026-03-31
Filed2026-05-04
MSFT
2.45%MICROSOFT CORP
Shares28.3K
Event2026-03-31
Filed2026-05-04
ALPHABET INC
-0.58%ALPHABET INC
Shares31.7K
Event2026-03-31
Filed2026-05-04
AGG
2.35%ISHARES CORE
Shares91.7K
Event2026-03-31
Filed2026-05-04
META
0.75%META PLATFORMS
Shares15.5K
Event2026-03-31
Filed2026-05-04
UBER
1.68%UBER TECHNOLOGIES
Shares118.1K
Event2026-03-31
Filed2026-05-04
NVDA
1.22%NVIDIA CORP
Shares46.6K
Event2026-03-31
Filed2026-05-04
BROADCOM INC
0.08%BROADCOM INC
Shares25.2K
Event2026-03-31
Filed2026-05-04
VCR
0.20%VANGUARD CONSUMER
Shares21.5K
Event2026-03-31
Filed2026-05-04
GLD
-16.02%SPDR GOLD
Shares17.4K
Event2026-03-31
Filed2026-05-04
VIG
-0.06%VANGUARD DIVIDEND
Shares32.4K
Event2026-03-31
Filed2026-05-04
PBI
-0.70%PITNEY BOWES
Shares614.0K
Event2026-03-31
Filed2026-05-04
HROW
2.52%HARROW INC
Shares185.9K
Event2026-03-31
Filed2026-05-04
COHERENT CORP
-13.83%COHERENT CORP
Shares27.2K
Event2026-03-31
Filed2026-05-04
AVUV
9.09%AVANTIS U S
Shares56.2K
Event2026-03-31
Filed2026-05-04
CGBL
22.76%CAPITAL GROUP
Shares179.6K
Event2026-03-31
Filed2026-05-04
IUSB
2.25%ISHARES CORE
Shares129.6K
Event2026-03-31
Filed2026-05-04
SDY
2.80%STATE STREET
Shares38.6K
Event2026-03-31
Filed2026-05-04
XLV
11.75%STATE STREET
Shares37.5K
Event2026-03-31
Filed2026-05-04
XLK
0.78%STATE STREET
Shares41.1K
Event2026-03-31
Filed2026-05-04
SCHWAB MUNICIPAL MONEY ULTRA
-31.79%SCHWAB MUNICIPAL MONEY ULTRA
Shares5.4M
Event2026-03-31
Filed2026-05-04
NOC
-7.34%NORTHROP GRUMMAN
Shares7.7K
Event2026-03-31
Filed2026-05-04
FCAL
-0.68%FIRST TRUST
Shares105.9K
Event2026-03-31
Filed2026-05-04
MUB
3.61%ISHARES NATIONAL
Shares48.0K
Event2026-03-31
Filed2026-05-04
QQQM
24.96%INVESCO NASDAQ
Shares20.6K
Event2026-03-31
Filed2026-05-04
MU
-16.78%MICRON TECHNOLOGY INC
Shares13.8K
Event2026-03-31
Filed2026-05-04
SHOP
-0.37%SHOPIFY INC
Shares39.0K
Event2026-03-31
Filed2026-05-04
SMH
8.26%VANECK SEMICONDUCTOR
Shares11.3K
Event2026-03-31
Filed2026-05-04
MLN
14.37%VANECK LONG
Shares244.3K
Event2026-03-31
Filed2026-05-04
MINT
-12.08%PIMCO EHNANCED
Shares41.4K
Event2026-03-31
Filed2026-05-04
URI
0.81%UNITED RENTALS
Shares5.6K
Event2026-03-31
Filed2026-05-04
XLF
3.27%STATE STREET
Shares81.3K
Event2026-03-31
Filed2026-05-04
IEMG
3.35%ISHARES CORE
Shares53.9K
Event2026-03-31
Filed2026-05-04
FMB
6.89%FIRST TRUST
Shares73.0K
Event2026-03-31
Filed2026-05-04
FIXD
24.14%FIRST TRUST
Shares83.9K
Event2026-03-31
Filed2026-05-04
ABBV
-0.43%ABBVIE INC
Shares16.6K
Event2026-03-31
Filed2026-05-04
XLE
5.23%STATE STREET
Shares59.1K
Event2026-03-31
Filed2026-05-04
BCO
12.90%BRINKS COMPANY
Shares34.2K
Event2026-03-31
Filed2026-05-04
VXUS
2.33%VANGUARD TOTAL
Shares45.2K
Event2026-03-31
Filed2026-05-04
JPST
-5.60%JPMORGAN
Shares68.1K
Event2026-03-31
Filed2026-05-04
AMGN
-1.07%AMGEN INC
Shares9.8K
Event2026-03-31
Filed2026-05-04
GILD
-1.48%GILEAD SCIENCES
Shares23.2K
Event2026-03-31
Filed2026-05-04
VHT
-0.73%VANGUARD HEALTH
Shares11.6K
Event2026-03-31
Filed2026-05-04
FIDELITY ADVISOR INTERM MUNI INC I
51.80%FIDELITY ADVISOR INTERM MUNI INC I
Shares307.2K
Event2026-03-31
Filed2026-05-04
IJR
2.76%ISHARES CORE
Shares25.1K
Event2026-03-31
Filed2026-05-04
IBB
1.98%ISHARES BIOTECHNOLOGY
Shares18.3K
Event2026-03-31
Filed2026-05-04
AMD
10.33%ADVANCED MICRO
Shares14.2K
Event2026-03-31
Filed2026-05-04
QCOM
-1.98%QUALCOMM INC
Shares22.3K
Event2026-03-31
Filed2026-05-04
CVS
-13.89%CVS HEALTH
Shares39.4K
Event2026-03-31
Filed2026-05-04
FDN
50.02%FIRST TRUST
Shares12.1K
Event2026-03-31
Filed2026-05-04
VB
1.99%VANGUARD SMALL
Shares10.8K
Event2026-03-31
Filed2026-05-04
SHY
0.25%ISHARES 1-3YR
Shares33.4K
Event2026-03-31
Filed2026-05-04
SMMU
-19.49%PIMCO SHORT
Shares52.2K
Event2026-03-31
Filed2026-05-04
SPLB
32.67%STATE STREET
Shares112.9K
Event2026-03-31
Filed2026-05-04
SNOW
22.57%SNOWFLAKE INC
Shares16.6K
Event2026-03-31
Filed2026-05-04
VDC
1.73%VANGUARD CONSUMER
Shares11.1K
Event2026-03-31
Filed2026-05-04
CMF
3.69%ISHARES CALIFORNIA
Shares42.9K
Event2026-03-31
Filed2026-05-04
SPY
3.31%STATE STREET
Shares3.7K
Event2026-03-31
Filed2026-05-04
AMAT
0.00%APPLIED MATERIALS
Shares7.1K
Event2026-03-31
Filed2026-05-04
AIVL
5887.14%WISDOMTREE U S
Shares21.0K
Event2026-03-31
Filed2026-05-04
SCHWAB MUNICIPAL MONEY INV
23.45%SCHWAB MUNICIPAL MONEY INV
Shares2.4M
Event2026-03-31
Filed2026-05-04
TRMB
58.92%TRIMBLE INC
Shares37.0K
Event2026-03-31
Filed2026-05-04
SPTM
-2.35%STATE STREET
Shares30.0K
Event2026-03-31
Filed2026-05-04
ORCL
-0.75%ORACLE CORP
Shares15.7K
Event2026-03-31
Filed2026-05-04
VWO
5.58%VANGUARD FSTE
Shares42.0K
Event2026-03-31
Filed2026-05-04
XLP
9.93%STATE STREET
Shares27.5K
Event2026-03-31
Filed2026-05-04
FVD
0.27%FIRST TRUST
Shares46.7K
Event2026-03-31
Filed2026-05-04
BERKSHIRE HATHAWAY
-2.59%BERKSHIRE HATHAWAY
Shares4.5K
Event2026-03-31
Filed2026-05-04
BLACKSTONE INC
54.10%BLACKSTONE INC
Shares18.3K
Event2026-03-31
Filed2026-05-04
BAC
-1.04%BANK AMERICA
Shares42.6K
Event2026-03-31
Filed2026-05-04
JPM
-2.41%JPMORGAN CHASE
Shares7.0K
Event2026-03-31
Filed2026-05-04
LLY
-2.40%ELI LILLY
Shares2.2K
Event2026-03-31
Filed2026-05-04
THORNBURG INTERMEDIATE MUNICIPAL INST
344.59%THORNBURG INTERMEDIATE MUNICIPAL INST
Shares153.0K
Event2026-03-31
Filed2026-05-04
CRWD
13.30%CROWDSTRIKE HOLDINGS
Shares5.1K
Event2026-03-31
Filed2026-05-04
GBIL
13.36%GOLDMAN SACHS
Shares19.9K
Event2026-03-31
Filed2026-05-04
ADBE
2814.44%ADOBE INC
Shares8.1K
Event2026-03-31
Filed2026-05-04
PAAA
76.48%PGIM AAA
Shares38.0K
Event2026-03-31
Filed2026-05-04
HPE
3.29%HEWLETT PACKARD
Shares79.7K
Event2026-03-31
Filed2026-05-04
ICF
30.32%ISHARES SELECT
Shares30.3K
Event2026-03-31
Filed2026-05-04
FDVV
7.51%FIDELITY HIGH
Shares33.9K
Event2026-03-31
Filed2026-05-04
FDX
-2.13%FEDEX CORP
Shares5.2K
Event2026-03-31
Filed2026-05-04
ITOT
-2.03%ISHARES CORE
Shares12.7K
Event2026-03-31
Filed2026-05-04
TMB
298.72%THORNBURG MULTI
Shares71.0K
Event2026-03-31
Filed2026-05-04
ISHARES GOLD
10134.00%ISHARES GOLD
Shares20.5K
Event2026-03-31
Filed2026-05-04
INEQ
-4.16%COLUMBIA INTL
Shares46.1K
Event2026-03-31
Filed2026-05-04
BNDX
12.91%VANGUARD TOTAL
Shares37.2K
Event2026-03-31
Filed2026-05-04
CRM
93.35%SALESFORCE INC
Shares9.6K
Event2026-03-31
Filed2026-05-04
LAM RESEARCH
0.00%LAM RESEARCH
Shares8.3K
Event2026-03-31
Filed2026-05-04
SBUX
1.05%STARBUCKS CORP
Shares19.2K
Event2026-03-31
Filed2026-05-04
BND
-2.50%VANGUARD TOTAL
Shares23.0K
Event2026-03-31
Filed2026-05-04
CGDV
56.24%CAPITAL GROUP
Shares39.5K
Event2026-03-31
Filed2026-05-04
CIGNA GROUP
-2.52%CIGNA GROUP
Shares6.0K
Event2026-03-31
Filed2026-05-04
MUNI
0.00%PIMCO INTERMEDIATE
Shares30.4K
Event2026-03-31
Filed2026-05-04
SHM
1.19%STATE STREET
Shares32.9K
Event2026-03-31
Filed2026-05-04
HYD
2.90%VANECK HIGH
Shares31.3K
Event2026-03-31
Filed2026-05-04
PLSE
6.28%PULSE BIOSCIENCES
Shares70.5K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS FUNDAMENTAL INVS A
0.00%AMERICAN FUNDS FUNDAMENTAL INVS A
Shares16.5K
Event2026-03-31
Filed2026-05-04
CGGR
30.26%CAPITAL GROUP
Shares36.3K
Event2026-03-31
Filed2026-05-04
AOR
71.56%ISHARES CORE
Shares21.8K
Event2026-03-31
Filed2026-05-04
NEAR
28.14%ISHARES SHORT
Shares27.6K
Event2026-03-31
Filed2026-05-04
TSLA
6.57%TESLA INC
Shares3.8K
Event2026-03-31
Filed2026-05-04
RVTY
1.17%REVVITY INC
Shares15.7K
Event2026-03-31
Filed2026-05-04
ALERIAN MLP
-8.12%ALERIAN MLP
Shares25.7K
Event2026-03-31
Filed2026-05-04
MSI
0.00%MOTOROLA SOLUTIONS
Shares3.1K
Event2026-03-31
Filed2026-05-04
COST
1.93%COSTCO WHOLESALE
Shares1.3K
Event2026-03-31
Filed2026-05-04
MEDTRONIC PLC
-16.39%MEDTRONIC PLC
Shares15.3K
Event2026-03-31
Filed2026-05-04
BOND
0.00%PIMCO ACTIVE
Shares14.3K
Event2026-03-31
Filed2026-05-04
ASML
-9.01%ASML HOLDING
Shares1.0K
Event2026-03-31
Filed2026-05-04
EFV
-3.02%ISHARES MSCI
Shares17.6K
Event2026-03-31
Filed2026-05-04
SMB
7.76%VANECK SHORT
Shares73.8K
Event2026-03-31
Filed2026-05-04
SEAGATE TECHNOLOGY
4.52%SEAGATE TECHNOLOGY
Shares3.2K
Event2026-03-31
Filed2026-05-04
WMT
0.01%WALMART INC
Shares10.0K
Event2026-03-31
Filed2026-05-04
IYW
-0.22%ISHARES TECHNOLOGY
Shares6.8K
Event2026-03-31
Filed2026-05-04
VNQ
0.57%VANGUARD REAL
Shares14.0K
Event2026-03-31
Filed2026-05-04
BALANCED POOL
593.26%BALANCED POOL
Shares13.2K
Event2026-03-31
Filed2026-05-04
TRANSAMERICA INTERMEDIATE MUNI I
991.14%TRANSAMERICA INTERMEDIATE MUNI I
Shares112.6K
Event2026-03-31
Filed2026-05-04
CSCO
-2.85%CISCO SYSTEMS
Shares15.3K
Event2026-03-31
Filed2026-05-04
DRAFTKINGS INC
6.26%DRAFTKINGS INC
Shares54.9K
Event2026-03-31
Filed2026-05-04
JNJ
-1.25%JOHNSON & JOHNSON
Shares4.8K
Event2026-03-31
Filed2026-05-04
NFLX
25.89%NETFLIX INC
Shares12.1K
Event2026-03-31
Filed2026-05-04
CITIGROUP INC
-4.85%CITIGROUP INC
Shares9.8K
Event2026-03-31
Filed2026-05-04
BA
-1.42%BOEING COMPANY
Shares5.5K
Event2026-03-31
Filed2026-05-04
SCHWAB PRIME ADVANTAGE MONEY INVESTOR
-72.68%SCHWAB PRIME ADVANTAGE MONEY INVESTOR
Shares1.1M
Event2026-03-31
Filed2026-05-04
VGK
1.52%VANGUARD FTSE
Shares13.1K
Event2026-03-31
Filed2026-05-04
IDCC
1.44%INTERDIGITAL INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
ITM
10.61%VANECK INTERMEDIATE
Shares22.7K
Event2026-03-31
Filed2026-05-04
HMOP
-1.46%HARTFORD MUN
Shares27.0K
Event2026-03-31
Filed2026-05-04
UNH
-12.74%UNITEDHEALTH GROUP
Shares3.8K
Event2026-03-31
Filed2026-05-04
SOXX
2.69%ISHARES SEMICONDUCTOR
Shares3.0K
Event2026-03-31
Filed2026-05-04
FCX
0.22%FREEPORT MCMORAN
Shares16.1K
Event2026-03-31
Filed2026-05-04
MUST
185.37%COLUMBIA MULTI
Shares46.8K
Event2026-03-31
Filed2026-05-04
LMT
0.00%LOCKHEED MARTIN
Shares1.6K
Event2026-03-31
Filed2026-05-04
XOM
0.00%EXXON MOBIL
Shares5.6K
Event2026-03-31
Filed2026-05-04
PANW
106.88%PALO ALTO
Shares5.7K
Event2026-03-31
Filed2026-05-04
VFH
1.37%VANGUARD FINANCIALS
Shares7.4K
Event2026-03-31
Filed2026-05-04
SUSA
0.15%ISHARES ESG
Shares6.6K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS INCOME FUND OF AMER A
-1.72%AMERICAN FUNDS INCOME FUND OF AMER A
Shares32.1K
Event2026-03-31
Filed2026-05-04
EQIN
95.04%COLUMBIA TR
Shares17.4K
Event2026-03-31
Filed2026-05-04
TAXF
0.00%AMERICAN CENTURY
Shares16.8K
Event2026-03-31
Filed2026-05-04
AIQ
2.57%GLOBAL X
Shares17.9K
Event2026-03-31
Filed2026-05-04
ALMU
24.91%AELUMA INC
Shares62.8K
Event2026-03-31
Filed2026-05-04
BABA
-11.28%ALIBABA GROUP
Shares6.6K
Event2026-03-31
Filed2026-05-04
XBI
1.61%STATE STREET
Shares6.3K
Event2026-03-31
Filed2026-05-04
HTRB
0.00%HARTFORD TOTAL
Shares23.6K
Event2026-03-31
Filed2026-05-04
STERIS PLC
0.00%STERIS PLC
Shares3.5K
Event2026-03-31
Filed2026-05-04
SMIZ
301.71%ZACKS TR
Shares20.9K
Event2026-03-31
Filed2026-05-04
INVESCO S&P
4.67%INVESCO S&P
Shares4.0K
Event2026-03-31
Filed2026-05-04
IGE
38.96%ISHARES NORTH
Shares11.8K
Event2026-03-31
Filed2026-05-04
CAT
0.00%CATERPILLAR INC
Shares1.0K
Event2026-03-31
Filed2026-05-04
FRANKLIN CA TAX FREE INCOME A1
0.00%FRANKLIN CA TAX FREE INCOME A1
Shares105.8K
Event2026-03-31
Filed2026-05-04
XLY
21.11%STATE STREET
Shares6.5K
Event2026-03-31
Filed2026-05-04
RTX
-1.25%RTX CORP
Shares3.6K
Event2026-03-31
Filed2026-05-04
TLT
59.27%ISHARES 20 PLUS
Shares8.1K
Event2026-03-31
Filed2026-05-04
IYY
36.83%ISHARES DOW
Shares4.4K
Event2026-03-31
Filed2026-05-04
CGDG
20.37%CAPITAL GROUP
Shares19.3K
Event2026-03-31
Filed2026-05-04
PG
-2.25%PROCTER & GAMBLE
Shares4.7K
Event2026-03-31
Filed2026-05-04
DLX
-19.81%DELUXE CORP
Shares24.6K
Event2026-03-31
Filed2026-05-04
CVX
-0.63%CHEVRON CORP
Shares3.1K
Event2026-03-31
Filed2026-05-04
ETR
0.00%ENTERGY CORP
Shares5.6K
Event2026-03-31
Filed2026-05-04
TCAF
NewT ROWE
Shares17.8K
Event2026-03-31
Filed2026-05-04
FDLO
-1.92%FIDELITY LOW
Shares9.7K
Event2026-03-31
Filed2026-05-04
EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
0.00%EAGLE MTN & SAGINAW 4 32GO UTX DUE 08/15/32
Shares600.0K
Event2026-03-31
Filed2026-05-04
IVV
2.80%ISHARES CORE
Shares954
Event2026-03-31
Filed2026-05-04
STATE STREET
0.00%STATE STREET
Shares6.5K
Event2026-03-31
Filed2026-05-04
PM
526.25%PHILIP MORRIS
Shares3.7K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS CAPITAL INCOME BLDR A
0.00%AMERICAN FUNDS CAPITAL INCOME BLDR A
Shares7.8K
Event2026-03-31
Filed2026-05-04
JPMORGAN CORE BOND I
558.78%JPMORGAN CORE BOND I
Shares56.5K
Event2026-03-31
Filed2026-05-04
ROK
0.00%ROCKWELL AUTOMATION
Shares1.6K
Event2026-03-31
Filed2026-05-04
VTV
154.86%VANGUARD VALUE
Shares2.9K
Event2026-03-31
Filed2026-05-04
ATOM
0.96%ATOMERA INC
Shares150.9K
Event2026-03-31
Filed2026-05-04
PLTR
234.03%PALANTIR TECHNOLOGIES
Shares3.8K
Event2026-03-31
Filed2026-05-04
VTEB
0.00%VANGUARD MUNICIPAL
Shares11.0K
Event2026-03-31
Filed2026-05-04
KO
2.82%COCA COLA COMPANY
Shares7.1K
Event2026-03-31
Filed2026-05-04
MDYG
256.02%STATE STREET
Shares5.7K
Event2026-03-31
Filed2026-05-04
SCHWAB TREASURY OBLIG MONEY INV
-10.99%SCHWAB TREASURY OBLIG MONEY INV
Shares537.3K
Event2026-03-31
Filed2026-05-04
PYPL
-3.48%PAYPAL HOLDINGS
Shares11.8K
Event2026-03-31
Filed2026-05-04
HD
-4.38%HOME DEPOT
Shares1.6K
Event2026-03-31
Filed2026-05-04
VUG
1.69%VANGUARD GROWTH
Shares1.2K
Event2026-03-31
Filed2026-05-04
AMERICAN CENTURY INTERMTRM TX-FR BD I
0.00%AMERICAN CENTURY INTERMTRM TX-FR BD I
Shares48.4K
Event2026-03-31
Filed2026-05-04
VANGUARD CA INTERM-TERM TAX-EXEMPT ADM
0.00%VANGUARD CA INTERM-TERM TAX-EXEMPT ADM
Shares45.2K
Event2026-03-31
Filed2026-05-04
TSM
-3.03%TAIWAN SEMICONDUCTOR
Shares1.5K
Event2026-03-31
Filed2026-05-04
TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
0.00%TACOMA WASH SOLID W 5 26SWD UTIL DUE 12/01/26
Shares500.0K
Event2026-03-31
Filed2026-05-04
DIS
-4.79%WALT DISNEY
Shares5.3K
Event2026-03-31
Filed2026-05-04
GRMN
0.00%GARMIN LTD
Shares2.1K
Event2026-03-31
Filed2026-05-04
VGT
-2.74%VANGUARD INFORMATION
Shares711
Event2026-03-31
Filed2026-05-04
GEV
28.64%GE VERNOVA
Shares557
Event2026-03-31
Filed2026-05-04
TBIL
70.43%F/M U S
Shares9.8K
Event2026-03-31
Filed2026-05-04
BIIB
4.98%BIOGEN INC
Shares2.6K
Event2026-03-31
Filed2026-05-04
FIDELITY ADVISOR INVESTMENT GR BD I
1455.22%FIDELITY ADVISOR INVESTMENT GR BD I
Shares65.8K
Event2026-03-31
Filed2026-05-04
FIRST EAGLE GLOBAL I
64.15%FIRST EAGLE GLOBAL I
Shares5.8K
Event2026-03-31
Filed2026-05-04
PFE
-2.39%PFIZER INC
Shares16.2K
Event2026-03-31
Filed2026-05-04
HP INC
-0.93%HP INC
Shares22.7K
Event2026-03-31
Filed2026-05-04
IHYF
0.00%INVESCO HIGH
Shares19.7K
Event2026-03-31
Filed2026-05-04
SUPER MICRO
22.73%SUPER MICRO
Shares18.8K
Event2026-03-31
Filed2026-05-04
GE AEROSPACE
-10.75%GE AEROSPACE
Shares1.5K
Event2026-03-31
Filed2026-05-04
VO
9.52%VANGUARD MID
Shares1.5K
Event2026-03-31
Filed2026-05-04
V
0.00%VISA INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
ARISTOTLE STRATEGIC INCOME I-2
0.00%ARISTOTLE STRATEGIC INCOME I-2
Shares40.6K
Event2026-03-31
Filed2026-05-04
JEPQ
-3.20%JPMORGAN
Shares7.7K
Event2026-03-31
Filed2026-05-04
XLI
3.98%STATE STREET
Shares2.6K
Event2026-03-31
Filed2026-05-04
SPYM
-1.55%STATE STREET
Shares5.5K
Event2026-03-31
Filed2026-05-04
PEP
-0.04%PEPSICO INC
Shares2.7K
Event2026-03-31
Filed2026-05-04
DWS GLOBAL MACRO S
0.00%DWS GLOBAL MACRO S
Shares36.1K
Event2026-03-31
Filed2026-05-04
MCD
4.20%MCDONALDS CORP
Shares1.3K
Event2026-03-31
Filed2026-05-04
PUTNAM FRANKLIN
0.00%PUTNAM FRANKLIN
Shares55.7K
Event2026-03-31
Filed2026-05-04
JEPI
7.50%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares7.2K
Event2026-03-31
Filed2026-05-04
IMCG
-2.86%ISHARES MORNINGSTAR
Shares5.1K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS TAX-EXEMPT BOND F2
0.00%AMERICAN FUNDS TAX-EXEMPT BOND F2
Shares32.6K
Event2026-03-31
Filed2026-05-04
QUAL
0.00%ISHARES MSCI
Shares2.1K
Event2026-03-31
Filed2026-05-04
XCEM
109.26%COLUMBIA EM
Shares9.8K
Event2026-03-31
Filed2026-05-04
SCHWAB PRIME ADVANTAGE MONEY ULTRA
-47.55%SCHWAB PRIME ADVANTAGE MONEY ULTRA
Shares397.1K
Event2026-03-31
Filed2026-05-04
BMY
-2.24%BRISTOL MYERS
Shares6.5K
Event2026-03-31
Filed2026-05-04
SBND
0.00%COLUMBIA SHORT
Shares20.6K
Event2026-03-31
Filed2026-05-04
NOW
116.62%SERVICENOW INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
GLW
0.00%CORNING INC
Shares2.8K
Event2026-03-31
Filed2026-05-04
EOG
94.81%EOG RESOURCES
Shares2.6K
Event2026-03-31
Filed2026-05-04
KZIA
63.32%KAZIA THERAPEUTICS
Shares50.4K
Event2026-03-31
Filed2026-05-04
MPC
0.00%MARATHON PETROLEUM
Shares1.5K
Event2026-03-31
Filed2026-05-04
MERCK & COMPANY
-3.72%MERCK & COMPANY
Shares3.0K
Event2026-03-31
Filed2026-05-04
ABT
0.00%ABBOTT LABORATORIES
Shares3.3K
Event2026-03-31
Filed2026-05-04
XLU
0.00%STATE STREET
Shares7.3K
Event2026-03-31
Filed2026-05-04
EVLV
12.73%EVOLV TECHNOLOGIES
Shares55.4K
Event2026-03-31
Filed2026-05-04
JAVA
0.00%JPMORGAN ACTIVE VALUE ETF
Shares4.6K
Event2026-03-31
Filed2026-05-04
PRU
0.00%PRUDENTIAL FINANCIAL
Shares3.4K
Event2026-03-31
Filed2026-05-04
AVEM
42.47%AVANTIS EMERGING
Shares4.0K
Event2026-03-31
Filed2026-05-04
DE
0.00%DEERE & CO
Shares561
Event2026-03-31
Filed2026-05-04
SO
-0.27%SOUTHERN COMPANY
Shares3.3K
Event2026-03-31
Filed2026-05-04
HARTFORD EQUITY INCOME I
52.73%HARTFORD EQUITY INCOME I
Shares15.6K
Event2026-03-31
Filed2026-05-04
WELL
0.00%WELLTOWER INC
Shares1.5K
Event2026-03-31
Filed2026-05-04
GS
0.00%GOLDMAN SACHS
Shares364
Event2026-03-31
Filed2026-05-04
INTC
0.00%INTEL CORP
Shares6.6K
Event2026-03-31
Filed2026-05-04
GDX
NewVANECK GOLD
Shares3.3K
Event2026-03-31
Filed2026-05-04
DIA
18.02%STATE STREET
Shares655
Event2026-03-31
Filed2026-05-04
HARBOR CORE PLUS INSTITUTIONAL
0.00%HARBOR CORE PLUS INSTITUTIONAL
Shares29.8K
Event2026-03-31
Filed2026-05-04
LITE
-25.95%LUMENTUM HOLDINGS
Shares428
Event2026-03-31
Filed2026-05-04
JGRO
0.00%JPMORGAN ACTIVE GROWTH ETF
Shares3.5K
Event2026-03-31
Filed2026-05-04
APP
1130.16%APPLOVIN CORP
Shares775
Event2026-03-31
Filed2026-05-04
CRSP
1.63%CRISPR THERAPEUTICS
Shares6.2K
Event2026-03-31
Filed2026-05-04
ISRG
150.95%INTUITIVE SURGICAL
Shares660
Event2026-03-31
Filed2026-05-04
KANSAS CITY MO 5 31GO UTX DUE 02/01/31
0.00%KANSAS CITY MO 5 31GO UTX DUE 02/01/31
Shares270.0K
Event2026-03-31
Filed2026-05-04
EFA
29.31%ISHARES MSCI
Shares3.0K
Event2026-03-31
Filed2026-05-04
EBAY
0.03%EBAY INC
Shares3.2K
Event2026-03-31
Filed2026-05-04
PSX
-15.20%PHILLIPS 66
Shares1.6K
Event2026-03-31
Filed2026-05-04
IGM
0.00%ISHARES EXPANDED
Shares2.4K
Event2026-03-31
Filed2026-05-04
AXP
0.00%AMERICAN EXPRESS
Shares939
Event2026-03-31
Filed2026-05-04
NKE
20.29%NIKE INC
Shares5.9K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS CAPITAL WORLD GR&INC A
0.00%AMERICAN FUNDS CAPITAL WORLD GR&INC A
Shares4.0K
Event2026-03-31
Filed2026-05-04
CHD
0.00%CHURCH & DWIGHT
Shares3.0K
Event2026-03-31
Filed2026-05-04
UI
225.49%UBIQUITI INC
Shares332
Event2026-03-31
Filed2026-05-04
MSGS
0.00%MADISON SQUARE
Shares849
Event2026-03-31
Filed2026-05-04
MO
0.00%ALTRIA GROUP
Shares4.0K
Event2026-03-31
Filed2026-05-04
LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27
0.00%LAGUNA MADRE WTR DI 5 27GO UTX DUE 03/01/27
Shares260.0K
Event2026-03-31
Filed2026-05-04
AUBURN ME 4 30GO UTX DUE 11/01/30
0.00%AUBURN ME 4 30GO UTX DUE 11/01/30
Shares250.0K
Event2026-03-31
Filed2026-05-04
CRWV
1545.00%COREWEAVE INC
Shares3.3K
Event2026-03-31
Filed2026-05-04
DGRO
0.08%ISHARES CORE
Shares3.7K
Event2026-03-31
Filed2026-05-04
DEER PK TEX 4 32DB LTX DUE 03/15/32
0.00%DEER PK TEX 4 32DB LTX DUE 03/15/32
Shares250.0K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS AMERICAN MUTUAL A
0.00%AMERICAN FUNDS AMERICAN MUTUAL A
Shares4.4K
Event2026-03-31
Filed2026-05-04
CGIC
135.69%CAPITAL GROUP
Shares7.7K
Event2026-03-31
Filed2026-05-04
VWOB
11.60%VANGUARD EMERGING
Shares3.8K
Event2026-03-31
Filed2026-05-04
RDVY
0.00%FIRST TRUST
Shares3.7K
Event2026-03-31
Filed2026-05-04
NOBL
0.00%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares2.4K
Event2026-03-31
Filed2026-05-04
FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31
0.00%FRISCO TEX INDPT SC 4 31GO UTX DUE 02/15/31
Shares240.0K
Event2026-03-31
Filed2026-05-04
NEE
-4.36%NEXTERA ENERGY
Shares2.7K
Event2026-03-31
Filed2026-05-04
VANGUARD S&P
-15.34%VANGUARD S&P
Shares414
Event2026-03-31
Filed2026-05-04
PPH
0.00%VANECK PHARMACEUTICAL ETF
Shares2.4K
Event2026-03-31
Filed2026-05-04
DBA
12.95%INVESCO DB
Shares8.7K
Event2026-03-31
Filed2026-05-04
MCK
0.00%MCKESSON CORP
Shares272
Event2026-03-31
Filed2026-05-04
MDY
0.00%SPDR S&P
Shares380
Event2026-03-31
Filed2026-05-04
TXUE
NewTHORNBURG INTL
Shares7.3K
Event2026-03-31
Filed2026-05-04
RY
0.00%ROYAL BANK
Shares1.4K
Event2026-03-31
Filed2026-05-04
FMHI
0.00%FIRST TRUST
Shares4.9K
Event2026-03-31
Filed2026-05-04
SUB
0.00%ISHARES SHORT-TERM NATIONAL MUNI BOND ETF
Shares2.2K
Event2026-03-31
Filed2026-05-04
SPMD
-44.91%STATE STREET
Shares3.9K
Event2026-03-31
Filed2026-05-04
AEP
-4.03%AMERICAN ELECTRIC
Shares1.7K
Event2026-03-31
Filed2026-05-04
IBM
-3.17%INTL BUSINESS
Shares917
Event2026-03-31
Filed2026-05-04
VLO
-0.11%VALERO ENERGY
Shares899
Event2026-03-31
Filed2026-05-04
RIV
0.00%RIVERNORTH OPPORTUNITIES
Shares20.0K
Event2026-03-31
Filed2026-05-04
SPYG
25.01%STATE STREET
Shares2.2K
Event2026-03-31
Filed2026-05-04
SCHD
-2.66%SCHWAB US
Shares7.2K
Event2026-03-31
Filed2026-05-04
MDLZ
17.10%MONDELEZ INTERNATIONAL
Shares3.8K
Event2026-03-31
Filed2026-05-04
ESLT
NewELBIT SYSTEMS LTD F
Shares245
Event2026-03-31
Filed2026-05-04
T
-2.09%AT&T INC
Shares7.5K
Event2026-03-31
Filed2026-05-04
MA
0.00%MASTERCARD INC
Shares434
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS NEW PERSPECTIVE A
0.00%AMERICAN FUNDS NEW PERSPECTIVE A
Shares3.2K
Event2026-03-31
Filed2026-05-04
IEF
-27.56%ISHARES 7-10YR
Shares2.2K
Event2026-03-31
Filed2026-05-04
REX
0.00%REX AMERICAN
Shares4.5K
Event2026-03-31
Filed2026-05-04
LOW
0.12%LOWES COMPANIES
Shares867
Event2026-03-31
Filed2026-05-04
COP
0.00%CONOCOPHILLIPS
Shares1.5K
Event2026-03-31
Filed2026-05-04
BLACKROCK CALIFORNIA MUNI OPPS INSTL
0.00%BLACKROCK CALIFORNIA MUNI OPPS INSTL
Shares17.2K
Event2026-03-31
Filed2026-05-04
IYJ
0.00%ISHARES U S
Shares1.4K
Event2026-03-31
Filed2026-05-04
AMERICAN CENTURY DIVERSIFIED BOND INV
NewAMERICAN CENTURY DIVERSIFIED BOND INV
Shares21.7K
Event2026-03-31
Filed2026-05-04
ARISTOTLE CORE INCOME I-2
NewARISTOTLE CORE INCOME I-2
Shares20.6K
Event2026-03-31
Filed2026-05-04
USMV
-12.47%ISHARES MSCI
Shares2.1K
Event2026-03-31
Filed2026-05-04
DFA US CORE EQUITY 2 I
0.00%DFA US CORE EQUITY 2 I
Shares4.5K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS WASHINGTON MUTUAL A
0.00%AMERICAN FUNDS WASHINGTON MUTUAL A
Shares3.1K
Event2026-03-31
Filed2026-05-04
NXPI
0.00%NXP SEMICONDUCTORS N V F
Shares1.0K
Event2026-03-31
Filed2026-05-04
FIDELITY ADVISOR SMALL CAP VALUE A
45.25%FIDELITY ADVISOR SMALL CAP VALUE A
Shares9.7K
Event2026-03-31
Filed2026-05-04
TOTL
0.00%STATE STREET
Shares4.8K
Event2026-03-31
Filed2026-05-04
EATON CORP
0.00%EATON CORP
Shares526
Event2026-03-31
Filed2026-05-04
BKR
0.00%BAKER HUGHES
Shares3.0K
Event2026-03-31
Filed2026-05-04
IWN
2.66%ISHARES RUSSELL
Shares965
Event2026-03-31
Filed2026-05-04
DFA US LARGE COMPANY I
0.00%DFA US LARGE COMPANY I
Shares4.1K
Event2026-03-31
Filed2026-05-04
IQDG
0.00%WISDOMTREE INTERNATIONALQUALITY DIVIDEND GROWTH FUND
Shares4.4K
Event2026-03-31
Filed2026-05-04
DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37
0.00%DICKSON TENN ELEC S 5 37ELEC UTIL DUE 07/01/37
Shares160.0K
Event2026-03-31
Filed2026-05-04
TJX
0.00%TJX COS
Shares1.1K
Event2026-03-31
Filed2026-05-04
HEDJ
0.00%WISDOMTREE EUROPE
Shares3.4K
Event2026-03-31
Filed2026-05-04
TGT
-10.50%TARGET CORP
Shares1.4K
Event2026-03-31
Filed2026-05-04
F
-17.69%FORD MOTOR
Shares14.8K
Event2026-03-31
Filed2026-05-04
LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28
0.00%LAWRENCE IND WTRWKS 5 28WTR UTIL DUE 01/01/28
Shares165.0K
Event2026-03-31
Filed2026-05-04
COF
-0.22%CAPITAL ONE
Shares925
Event2026-03-31
Filed2026-05-04
DSI
0.00%ISHARES ESG
Shares1.4K
Event2026-03-31
Filed2026-05-04
SWKS
0.00%SKYWORKS SOLUTIONS
Shares3.1K
Event2026-03-31
Filed2026-05-04
NVO
-4.32%NOVO NORDISK
Shares4.4K
Event2026-03-31
Filed2026-05-04
BOXX
55.56%EA SERIES TRUST ALPHA ARCH
Shares1.4K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS GROWTH FUND OF AMER A
0.00%AMERICAN FUNDS GROWTH FUND OF AMER A
Shares2.2K
Event2026-03-31
Filed2026-05-04
PWR
0.00%QUANTA SERVICES
Shares292
Event2026-03-31
Filed2026-05-04
IJS
10.85%ISHARES S&P
Shares1.3K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS SMALLCAP WORLD A
0.00%AMERICAN FUNDS SMALLCAP WORLD A
Shares2.1K
Event2026-03-31
Filed2026-05-04
LINDE PLC
0.00%LINDE PLC
Shares312
Event2026-03-31
Filed2026-05-04
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares779
Event2026-03-31
Filed2026-05-04
VEA
136.18%VANGUARD FTSE
Shares2.4K
Event2026-03-31
Filed2026-05-04
SPSB
11.52%STATE STREET
Shares5.1K
Event2026-03-31
Filed2026-05-04
IWB
0.00%ISHARES RUSSELL
Shares430
Event2026-03-31
Filed2026-05-04
ONEQ
0.00%FIDELITY NASDAQ
Shares1.8K
Event2026-03-31
Filed2026-05-04
TMSL
18.49%T ROWE
Shares4.2K
Event2026-03-31
Filed2026-05-04
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD
Shares5.0K
Event2026-03-31
Filed2026-05-04
PHO
46.24%INVESCO WATER
Shares2.2K
Event2026-03-31
Filed2026-05-04
ARISTA NETWORKS
-0.34%ARISTA NETWORKS
Shares1.2K
Event2026-03-31
Filed2026-05-04
EWZ
1275.00%ISHARES MSCI
Shares3.9K
Event2026-03-31
Filed2026-05-04
HSIC
0.00%HENRY SCHEIN
Shares2.0K
Event2026-03-31
Filed2026-05-04
DUKE ENERGY
0.00%DUKE ENERGY
Shares1.1K
Event2026-03-31
Filed2026-05-04
BAIRD CORE INTERMEDIATE MUNICPL BD INSTL
0.00%BAIRD CORE INTERMEDIATE MUNICPL BD INSTL
Shares14.2K
Event2026-03-31
Filed2026-05-04
ON
0.00%ON SEMICONDUCTOR
Shares2.4K
Event2026-03-31
Filed2026-05-04
WFC
0.00%WELLS FARGO
Shares1.8K
Event2026-03-31
Filed2026-05-04
DAL
0.00%DELTA AIRLINES
Shares2.2K
Event2026-03-31
Filed2026-05-04
DFA INVESTMENT GRADE I
0.00%DFA INVESTMENT GRADE I
Shares14.1K
Event2026-03-31
Filed2026-05-04
AXON
173.60%AXON ENTERPRISE
Shares342
Event2026-03-31
Filed2026-05-04
BDX
-51.81%BECTON DICKINSON
Shares907
Event2026-03-31
Filed2026-05-04
VDE
0.00%VANGUARD ENERGY
Shares842
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS NEW WORLD A
0.00%AMERICAN FUNDS NEW WORLD A
Shares1.5K
Event2026-03-31
Filed2026-05-04
SCHWAB S&P 500 INDEX
-4.48%SCHWAB S&P 500 INDEX
Shares8.3K
Event2026-03-31
Filed2026-05-04
REGN
121.95%REGENERON PHARMACEUTICAL
Shares182
Event2026-03-31
Filed2026-05-04
SPDW
1.84%STATE STREET
Shares3.0K
Event2026-03-31
Filed2026-05-04
CFA
0.00%VICTORYSHARES US
Shares1.5K
Event2026-03-31
Filed2026-05-04
SYK
5.90%STRYKER CORP
Shares413
Event2026-03-31
Filed2026-05-04
AWK
NewAMERICAN WATER
Shares1.0K
Event2026-03-31
Filed2026-05-04
DFA US LARGE CAP VALUE I
0.00%DFA US LARGE CAP VALUE I
Shares2.3K
Event2026-03-31
Filed2026-05-04
OGE
0.00%OGE ENERGY CORP
Shares2.8K
Event2026-03-31
Filed2026-05-04
SHG
0.00%SHINHAN FINANCIAL
Shares2.1K
Event2026-03-31
Filed2026-05-04
APH
-13.24%AMPHENOL CORP
Shares1.0K
Event2026-03-31
Filed2026-05-04
LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38
0.00%LOWER DAUPHIN PA SC 5 38GO LTX DUE 09/15/38
Shares120.0K
Event2026-03-31
Filed2026-05-04
FIDELITY 500 INDEX
0.00%FIDELITY 500 INDEX
Shares561
Event2026-03-31
Filed2026-05-04
AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36
0.00%AUSTIN TEX ELEC UTI 5 36ELEC UTIL DUE 11/15/36
Shares115.0K
Event2026-03-31
Filed2026-05-04
GENERAL DYNAMICS
-10.36%GENERAL DYNAMICS
Shares372
Event2026-03-31
Filed2026-05-04
WDAY
0.00%WORKDAY INC
Shares984
Event2026-03-31
Filed2026-05-04
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares1.4K
Event2026-03-31
Filed2026-05-04
UNP
0.00%UNION PACIFIC CORP
Shares523
Event2026-03-31
Filed2026-05-04
SCHWAB TOTAL STOCK MARKET INDEX
0.00%SCHWAB TOTAL STOCK MARKET INDEX
Shares8.0K
Event2026-03-31
Filed2026-05-04
FTSM
0.00%FIRST TRUST
Shares2.1K
Event2026-03-31
Filed2026-05-04
RISN
0.00%INSPIRE CAPITAL
Shares4.3K
Event2026-03-31
Filed2026-05-04
INMB
-0.60%INMUNE BIO
Shares108.3K
Event2026-03-31
Filed2026-05-04
ANIX
6.82%ANIXA BIOSCIENCES
Shares47.0K
Event2026-03-31
Filed2026-05-04
HON
0.00%HONEYWELL INTL
Shares529
Event2026-03-31
Filed2026-05-04
FLOT
0.00%ISHARES FLOATING
Shares2.4K
Event2026-03-31
Filed2026-05-04
CDNS
0.00%CADENCE DESIGN
Shares427
Event2026-03-31
Filed2026-05-04
ARKW
0.00%ARK NEXT
Shares975
Event2026-03-31
Filed2026-05-04
VAW
0.19%VANGUARD MATERIALS
Shares521
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS INTL GR AND INC A
0.00%AMERICAN FUNDS INTL GR AND INC A
Shares2.6K
Event2026-03-31
Filed2026-05-04
BSCT
0.00%INVESCO BULLETSHARES 2029 CORPORATE BOND ETF
Shares6.2K
Event2026-03-31
Filed2026-05-04
T ROWE PRICE HEALTH SCIENCES
0.00%T ROWE PRICE HEALTH SCIENCES
Shares1.5K
Event2026-03-31
Filed2026-05-04
MSIF
NewMSC INCOME
Shares9.5K
Event2026-03-31
Filed2026-05-04
GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL
14.93%GOLDMAN SACHS GQG PTNRS INTL OPPS INSTL
Shares4.9K
Event2026-03-31
Filed2026-05-04
LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34
0.00%LAKE HAVASU CITY AR 5 34DB UTX DUE 07/01/34
Shares100.0K
Event2026-03-31
Filed2026-05-04
ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35
0.00%ARLINGTON TEX INDPT 5 35GO UTX DUE 02/15/35
Shares100.0K
Event2026-03-31
Filed2026-05-04
TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33
0.00%TALLAHASSEE FLA ENE 5 33COMB UTIL DUE 10/01/33
Shares100.0K
Event2026-03-31
Filed2026-05-04
DGRW
0.00%WISDOMTREE US
Shares1.3K
Event2026-03-31
Filed2026-05-04
EVRG
0.00%EVERGY INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
ARM
NewARM HOLDINGS
Shares750
Event2026-03-31
Filed2026-05-04
PAVE
0.00%GLOBAL X
Shares2.2K
Event2026-03-31
Filed2026-05-04
TTWO
4.83%TAKE-TWO INTERACTIVE
Shares564
Event2026-03-31
Filed2026-05-04
GM
0.00%GENERAL MOTORS
Shares1.5K
Event2026-03-31
Filed2026-05-04
HLT
0.00%HILTON WORLDWIDE
Shares366
Event2026-03-31
Filed2026-05-04
CHTR
-84.70%CHARTER COMMUNICATIONS
Shares514
Event2026-03-31
Filed2026-05-04
OKE
0.00%ONEOK INC
Shares1.2K
Event2026-03-31
Filed2026-05-04
HYMB
0.00%STATE STREET
Shares4.4K
Event2026-03-31
Filed2026-05-04
AMERICAN CENTURY INTERMTRM TX-FR BD INV
69.25%AMERICAN CENTURY INTERMTRM TX-FR BD INV
Shares10.1K
Event2026-03-31
Filed2026-05-04
ATEYY
-37.30%ADVANTEST CORP FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares800
Event2026-03-31
Filed2026-05-04
INVESCO LIMITED TERM CA MUNICIPAL Y
-47.90%INVESCO LIMITED TERM CA MUNICIPAL Y
Shares34.6K
Event2026-03-31
Filed2026-05-04
HIG
0.00%HARTFORD INSURANCE
Shares790
Event2026-03-31
Filed2026-05-04
PTLC
1.04%PACER TRENDPILOT
Shares2.0K
Event2026-03-31
Filed2026-05-04
BASTROP TEX 5 29DB LTX DUE 08/01/29
0.00%BASTROP TEX 5 29DB LTX DUE 08/01/29
Shares100.0K
Event2026-03-31
Filed2026-05-04
TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM
-22.68%TENCENT HLDGS LTD FUNSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares1.7K
Event2026-03-31
Filed2026-05-04
TDOC
65.11%TELADOC HEALTH
Shares19.4K
Event2026-03-31
Filed2026-05-04
TMUS
0.00%T-MOBILE US
Shares514
Event2026-03-31
Filed2026-05-04
DOUBLELINE TOTAL REITURN BOND I
0.00%DOUBLELINE TOTAL REITURN BOND I
Shares11.7K
Event2026-03-31
Filed2026-05-04
TT
0.00%TRANE TECHNOLOGIES
Shares241
Event2026-03-31
Filed2026-05-04
IONQ
19611.11%IONQ INC
Shares3.5K
Event2026-03-31
Filed2026-05-04
SCCO
0.35%SOUTHERN COPPER
Shares578
Event2026-03-31
Filed2026-05-04
FIDELITY ADVISOR GLOBAL COMMODITY STK I
53.66%FIDELITY ADVISOR GLOBAL COMMODITY STK I
Shares3.7K
Event2026-03-31
Filed2026-05-04
VZ
-5.80%VERIZON COMMUNICATIONS
Shares2.0K
Event2026-03-31
Filed2026-05-04
VTES
NewVANGUARD WELLINGTON FD SHORT TRM TAX
Shares1.0K
Event2026-03-31
Filed2026-05-04
IDEV
365.38%ISHARES CORE
Shares1.2K
Event2026-03-31
Filed2026-05-04
COIN
0.00%COINBASE GLOBAL
Shares584
Event2026-03-31
Filed2026-05-04
SPYD
12.82%SPDR SER TR PRTFLO S&P500
Shares2.2K
Event2026-03-31
Filed2026-05-04
TOUCHSTONE MID CAP A
0.00%TOUCHSTONE MID CAP A
Shares1.9K
Event2026-03-31
Filed2026-05-04
SPOT
46.76%SPOTIFY TECHNOLOGY
Shares204
Event2026-03-31
Filed2026-05-04
IWM
NewISHARES RUSSELL
Shares400
Event2026-03-31
Filed2026-05-04
SCHW
0.00%SCHWAB CHARLES
Shares1.1K
Event2026-03-31
Filed2026-05-04
NULC
5.00%NUVEEN ESG
Shares2.1K
Event2026-03-31
Filed2026-05-04
PLD
-0.68%PROLOGIS INC
Shares734
Event2026-03-31
Filed2026-05-04
PGIM TOTAL REITURN BOND Z
NewPGIM TOTAL REITURN BOND Z
Shares7.9K
Event2026-03-31
Filed2026-05-04
AZO
0.00%AUTOZONE INC
Shares28
Event2026-03-31
Filed2026-05-04
BALT
NewINNOVATOR ETFS TR DEFINED WLT
Shares2.8K
Event2026-03-31
Filed2026-05-04
CB
0.00%CHUBB LTD
Shares285
Event2026-03-31
Filed2026-05-04
QNITY ELECTRONICS
13.31%QNITY ELECTRONICS
Shares809
Event2026-03-31
Filed2026-05-04
ABBNY
0.00%ABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares1.1K
Event2026-03-31
Filed2026-05-04
DASH
6.87%DOORDASH INC
Shares607
Event2026-03-31
Filed2026-05-04
IJH
6.25%ISHARES CORE
Shares1.4K
Event2026-03-31
Filed2026-05-04
CGMS
NewCAPITAL GROUP
Shares3.4K
Event2026-03-31
Filed2026-05-04
WM
-13.30%WASTE MANAGEMENT
Shares391
Event2026-03-31
Filed2026-05-04
JBL
0.00%JABIL INC
Shares339
Event2026-03-31
Filed2026-05-04
EMB
1384.62%ISHARES JPMORGAN
Shares965
Event2026-03-31
Filed2026-05-04
NEM
-41.51%NEWMONT CORP
Shares785
Event2026-03-31
Filed2026-05-04
TSEM
0.00%TOWER SEMICONDUCTOR LT F
Shares452
Event2026-03-31
Filed2026-05-04
GQG PARTNERS EMERGING MARKETS EQUITYINST
19.36%GQG PARTNERS EMERGING MARKETS EQUITYINST
Shares4.8K
Event2026-03-31
Filed2026-05-04
ITW
-11.79%ILLINOIS TOOL
Shares344
Event2026-03-31
Filed2026-05-04
ATO
0.00%ATMOS ENERGY CORP
Shares477
Event2026-03-31
Filed2026-05-04
UNILEVER PLC
0.00%UNILEVER PLC
Shares1.6K
Event2026-03-31
Filed2026-05-04
XLB
188.33%STATE STREET
Shares1.7K
Event2026-03-31
Filed2026-05-04
SAP
0.00%SAP SE FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares502
Event2026-03-31
Filed2026-05-04
HSBC
0.00%HSBC HLDGS PLC FSPONSORED ADR 1 ADR REPS 5 ORD COM
Shares1.0K
Event2026-03-31
Filed2026-05-04
SCHA
0.00%SCHWAB US
Shares2.9K
Event2026-03-31
Filed2026-05-04
BSX
0.00%BOSTON SCIENTIFIC
Shares1.3K
Event2026-03-31
Filed2026-05-04
TM
0.00%TOYOTA MOTOR
Shares403
Event2026-03-31
Filed2026-05-04
ROST
0.00%ROSS STORES
Shares379
Event2026-03-31
Filed2026-05-04
SAN
0.00%BANCO SANTANDER SA FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares7.3K
Event2026-03-31
Filed2026-05-04
VEGI
0.00%ISHARES MSCI
Shares1.8K
Event2026-03-31
Filed2026-05-04
MTUM
0.00%ISHARES MSCI
Shares346
Event2026-03-31
Filed2026-05-04
VT
-4.76%VANGUARD TOTAL
Shares600
Event2026-03-31
Filed2026-05-04
PPA
0.00%INVESCO AEROSPACE
Shares500
Event2026-03-31
Filed2026-05-04
UBS
0.00%UBS GROUP AG F
Shares2.1K
Event2026-03-31
Filed2026-05-04
DFA US SMALL CAP VALUE I
0.00%DFA US SMALL CAP VALUE I
Shares1.5K
Event2026-03-31
Filed2026-05-04
SCZ
-32.45%ISHARES MSCI
Shares1.0K
Event2026-03-31
Filed2026-05-04
MAR
0.00%MARRIOTT INTL
Shares248
Event2026-03-31
Filed2026-05-04
DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM
0.00%DBS GROUP HLDGS LTD FSPONSORED ADR 1 ADR REPS 4 ORD COM
Shares454
Event2026-03-31
Filed2026-05-04
OXY
0.00%OCCIDENTAL PETROLEUM
Shares1.3K
Event2026-03-31
Filed2026-05-04
KORP
85.11%AMERICAN CENTURY
Shares1.7K
Event2026-03-31
Filed2026-05-04
COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD COM
0.00%COMMONWEALTH BK AUSTRA FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares666
Event2026-03-31
Filed2026-05-04
HOOD
277.45%ROBINHOOD MARKETS
Shares1.2K
Event2026-03-31
Filed2026-05-04
CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD COM
0.00%CHIPMOS TECHNOLOGIES I FUNSPONSORED ADR 1 ADR REPS 20 ORD COM
Shares2.2K
Event2026-03-31
Filed2026-05-04
VRTX
0.00%VERTEX PHARMACEUTICALS
Shares179
Event2026-03-31
Filed2026-05-04
FIG
15.63%FIGMA INC
Shares3.7K
Event2026-03-31
Filed2026-05-04
HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM
0.00%HITACHI LTD FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares2.6K
Event2026-03-31
Filed2026-05-04
T ROWE PRICE SMALL-CAP STOCK
0.00%T ROWE PRICE SMALL-CAP STOCK
Shares1.3K
Event2026-03-31
Filed2026-05-04
HCA
0.00%HCA HEALTHCARE
Shares164
Event2026-03-31
Filed2026-05-04
KB
0.00%KB FINL GROUP INC FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares770
Event2026-03-31
Filed2026-05-04
FIDELITY ADVISOR BALANCED FD A
0.00%FIDELITY ADVISOR BALANCED FD A
Shares2.4K
Event2026-03-31
Filed2026-05-04
TIP
0.00%ISHARES TIPS
Shares689
Event2026-03-31
Filed2026-05-04
JIVE
NewJPMORGAN INTL
Shares880
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS INVMT CO OF AMER A
0.00%AMERICAN FUNDS INVMT CO OF AMER A
Shares1.3K
Event2026-03-31
Filed2026-05-04
DUPONT DE
13.99%DUPONT DE
Shares1.6K
Event2026-03-31
Filed2026-05-04
NVS
0.00%NOVARTIS AG FSPONSORED ADR 1 ADR REPS 1 ORD COM
Shares484
Event2026-03-31
Filed2026-05-04
PFF
0.00%ISHARES PFD
Shares2.5K
Event2026-03-31
Filed2026-05-04
ENB
0.00%ENBRIDGE INC
Shares1.4K
Event2026-03-31
Filed2026-05-04
IWD
0.00%ISHARES RUSSELL
Shares344
Event2026-03-31
Filed2026-05-04
WWJD
0.00%INSPIRE INTL
Shares2.0K
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS AMCAP A
0.00%AMERICAN FUNDS AMCAP A
Shares1.7K
Event2026-03-31
Filed2026-05-04
DFA INTERNATIONAL CORE EQUITY 2 I
0.00%DFA INTERNATIONAL CORE EQUITY 2 I
Shares3.5K
Event2026-03-31
Filed2026-05-04
SPBO
NewSTATE STREET
Shares2.5K
Event2026-03-31
Filed2026-05-04
MITSY
0.00%MITSUI & CO LTD FSPONSORED ADR 1 ADR REPS 20 ORD COM
Shares91
Event2026-03-31
Filed2026-05-04
DIAL
0.00%COLUMBIA DIVERSIFIED
Shares4.0K
Event2026-03-31
Filed2026-05-04
EA
0.00%ELECTRONIC ARTS
Shares353
Event2026-03-31
Filed2026-05-04
JCI
-26.95%JOHNSON CONTROLS
Shares542
Event2026-03-31
Filed2026-05-04
PL
0.00%PLANET LABS PBC CLASS CLASS A
Shares2.0K
Event2026-03-31
Filed2026-05-04
MARVELL TECHNOLOGY
0.00%MARVELL TECHNOLOGY
Shares696
Event2026-03-31
Filed2026-05-04
IVW
13.51%ISHARES S&P
Shares630
Event2026-03-31
Filed2026-05-04
VEU
18.06%VANGUARD FTSE
Shares948
Event2026-03-31
Filed2026-05-04
DY
0.00%DYCOM INDUSTRIES
Shares210
Event2026-03-31
Filed2026-05-04
VRT
NewVERTIV HOLDINGS
Shares279
Event2026-03-31
Filed2026-05-04
BP
-6.46%BP P L C FSPONSORED ADR 1 ADR REPS 6 ORD COM
Shares1.5K
Event2026-03-31
Filed2026-05-04
EIS
0.00%ISHARES MSCI
Shares600
Event2026-03-31
Filed2026-05-04
ETF MID CAP VALUE A
0.00%ETF MID CAP VALUE A
Shares2.3K
Event2026-03-31
Filed2026-05-04
MOO
0.00%VANECK AGRIBUSINESS
Shares822
Event2026-03-31
Filed2026-05-04
RWL
500.00%INVESCO S&P
Shares600
Event2026-03-31
Filed2026-05-04
AMERICAN FUNDS NEW WORLD F1
0.00%AMERICAN FUNDS NEW WORLD F1
Shares746
Event2026-03-31
Filed2026-05-04
LTRN
39.42%LANTERN PHARMA
Shares50.0K
Event2026-03-31
Filed2026-05-04
WF
0.00%WOORI FINL GROUP INC FUNSPONSORED ADR 1 ADR REPS 3 ORD COM
Shares1.0K
Event2026-03-31
Filed2026-05-04
SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM
598.33%SOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0 5 ORD COM
Shares5.9K
Event2026-03-31
Filed2026-05-04
INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM
0.00%INTESA SANPAOLO S P A FSPONSORED ADR 1 ADR REPS 6 ORD COM
Shares1.8K
Event2026-03-31
Filed2026-05-04
CRBN
0.00%ISHARES LOW
Shares300
Event2026-03-31
Filed2026-05-04
XLRE
-22.14%STATE STREET REAL ESTATESELECT SECTOR SPDR ETF
Shares1.6K
Event2026-03-31
Filed2026-05-04
FDL
NewFIRST TRUST
Shares1.3K
Event2026-03-31
Filed2026-05-04
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available