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

Currently, Whipplewood Advisors, LLC holds 1065 types of securities in its portfolio with a total value $192.7M. In the most recent quarter, they have increased their positions in N/A (+449.1K shares, valued at $10.9M), JAAA (+188.6K shares, valued at $9.5M), JPLD (+150.4K shares, valued at $7.8M); decreased their positions in VT (-6.3K shares, valued at $878.1K), IVV (-601 shares, valued at $392.6K), OWL (-40.3K shares, valued at $368.2K); initiated new positions in N/A (+449.1K shares, valued at $10.9M), JPLD (+150.4K shares, valued at $7.8M), ARES (+6.0K shares, valued at $659.6K).

1M P&L

+4.2M+2.78%

3M P&L

+4.5M+2.99%

HY P&L

+9.0M+6.18%

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/A125.5M

73.2%

2Asset Management8.2M

4.8%

3Auto Manufacturers4.1M

2.4%

Top Industries by Stock Count

1N/A153 stocks

15.7%

2Banks - Regional35 stocks

3.6%

3Software - Application32 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR343.7K shares121.52%2026-03-312026-04-30

ELEVATION SERIES TRUST ELEVATION SERIES TRUST449.1K sharesnew addition2026-03-312026-04-30

JPLD J P MORGAN EXCHANGE TRADED F150.4K sharesnew addition2026-03-312026-04-30

BALT INNOVATOR ETFS TRUST142.6K shares0.08%2026-03-312026-04-30

WEA WESTERN ASSET PREMIER BD FD370.0K shares0.85%2026-03-312026-04-30

TSLA TESLA INC10.4K shares0.92%2026-03-312026-04-30

RDVI FIRST TR EXCHANGE-TRADED FD148.3K shares1.03%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS17.2K shares-5.02%2026-03-312026-04-30

Sponsored

AAPL APPLE INC13.7K shares5.31%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS52.2K shares8.86%2026-03-312026-04-30

MTUM ISHARES TR13.5K shares-0.76%2026-03-312026-04-30

VIGI VANGUARD WHITEHALL FDS34.8K shares-0.51%2026-03-312026-04-30

ARKK ARK ETF TR41.7K shares-0.89%2026-03-312026-04-30

FNDF SCHWAB STRATEGIC TR57.2K shares-4.32%2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F18.2K shares-25.82%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F45.3K shares-1.46%2026-03-312026-04-30

Sponsored

ARCC ARES CAPITAL CORP128.6K shares14.33%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L59.9K shares0.00%2026-03-312026-04-30

NVDA NVIDIA CORPORATION12.8K shares45.19%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F39.0K shares-10.73%2026-03-312026-04-30

TAFI AB ACTIVE ETFS INC78.8K shares-2.93%2026-03-312026-04-30

BXSL BLACKSTONE SECD LENDING FD82.9K shares17.23%2026-03-312026-04-30

DFP FLAHERTY & CRUMRINE DYNAMIC94.8K shares-0.07%2026-03-312026-04-30

SFLR INNOVATOR ETFS TRUST53.0K shares-0.57%2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP4.8K shares9.80%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F31.4K shares6.22%2026-03-312026-04-30

ALAI THE ALGER ETF TRUST50.6K shares3.96%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR59.0K shares-6.20%2026-03-312026-04-30

MSD MORGAN STANLEY EMKT DBT FD I214.8K shares0.50%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T31.6K shares-3.33%2026-03-312026-04-30

IVV ISHARES TR2.3K shares-20.75%2026-03-312026-04-30

FNDE SCHWAB STRATEGIC TR39.1K shares-2.47%2026-03-312026-04-30

Sponsored

NIM NUVEEN SELECT MAT MUN FD153.3K shares-1.49%2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.0K shares26.26%2026-03-312026-04-30

EEMV ISHARES INC22.3K shares1.14%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR42.3K shares-3.53%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T28.1K shares-1.78%2026-03-312026-04-30

SDVD FIRST TR EXCH TRADED FD III59.0K shares-0.03%2026-03-312026-04-30

HYT BLACKROCK CORPOR HI YLD FD I144.1K shares6.17%2026-03-312026-04-30

BUFR FIRST TR EXCHNG TRADED FD VI33.8K shares0.27%2026-03-312026-04-30

Sponsored

MCD MCDONALDS CORP3.5K shares-23.26%2026-03-312026-04-30

GBDC GOLUB CAP BDC INC84.0K shares6.66%2026-03-312026-04-30

MOTI VANECK ETF TRUST31.1K shares2.71%2026-03-312026-04-30

QFLR INNOVATOR ETFS TRUST30.5K shares-5.42%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE23.8K shares8.45%2026-03-312026-04-30

MOAT VANECK ETF TRUST10.5K shares-1.93%2026-03-312026-04-30

IIM INVESCO VALUE MUN INCOME TR81.9K shares-1.29%2026-03-312026-04-30

IGI WESTERN ASSET INVT GRADE OPP61.2K shares1.74%2026-03-312026-04-30

Sponsored

DSU BLACKROCK DEBT STRATEGIES FD102.7K shares2.45%2026-03-312026-04-30

VKI INVESCO ADVANTAGE MUN INCOME113.6K shares-0.34%2026-03-312026-04-30

EVN EATON VANCE MUN INCOME TR94.1K shares1.40%2026-03-312026-04-30

FRTY THE ALGER ETF TRUST49.8K shares0.00%2026-03-312026-04-30

EFAX SPDR INDEX SHS FDS19.2K shares-3.37%2026-03-312026-04-30

PHK PIMCO HIGH INCOME FD205.9K shares-0.48%2026-03-312026-04-30

PFN PIMCO INCOME STRATEGY FD II136.3K shares1.75%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F18.5K shares1.24%2026-03-312026-04-30

Sponsored

AMZN AMAZON COM INC4.4K shares44.40%2026-03-312026-04-30

GPIX GOLDMAN SACHS ETF TR18.2K shares22.24%2026-03-312026-04-30

NVG NUVEEN AMT FREE MUN CR INC F73.0K shares-2.45%2026-03-312026-04-30

HTGC HERCULES CAPITAL INC59.0K shares66.07%2026-03-312026-04-30

VKQ INVESCO MUNICIPAL TRUST88.7K shares-1.25%2026-03-312026-04-30

NEA NUVEEN AMT FREE QLTY MUN INC74.3K shares-0.82%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-2.04%2026-03-312026-04-30

MGNR AMERICAN BEACON SELECT FUNDS16.1K shares-6.29%2026-03-312026-04-30

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.3K shares-0.12%2026-03-312026-04-30

BAB INVESCO EXCH TRADED FD TR II29.7K shares0.60%2026-03-312026-04-30

MGC VANGUARD WORLD FD3.3K shares1.43%2026-03-312026-04-30

JULH INNOVATOR ETFS TRUST31.3K shares4.44%2026-03-312026-04-30

APRH INNOVATOR ETFS TRUST31.5K shares3.77%2026-03-312026-04-30

GBAB GUGGENHEIM TAXABLE MUNICP BO52.8K shares-0.03%2026-03-312026-04-30

JANH INNOVATOR ETFS TRUST31.6K shares3.87%2026-03-312026-04-30

OCTH INNOVATOR ETFS TRUST32.0K shares1.24%2026-03-312026-04-30

Sponsored

TSI TCW STRATEGIC INCOME FD INC165.8K shares2.69%2026-03-312026-04-30

MMD NYLI MACKAY DEFINEDTERM MUNI48.8K shares-1.93%2026-03-312026-04-30

SBI WESTERN ASSET INTER MUNI91.9K shares0.86%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC6.1K shares202.29%2026-03-312026-04-30

VGM INVESCO TR INVT GRADE MUNS70.4K shares-1.06%2026-03-312026-04-30

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST40.6K shares2.29%2026-03-312026-04-30

ARES ARES MANAGEMENT CORPORATION6.0K sharesnew addition2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.3K shares49.31%2026-03-312026-04-30

Sponsored

NZF NUVEEN MUN CR INCOME FD46.4K shares0.78%2026-03-312026-04-30

ET ENERGY TRANSFER L P28.9K shares-2.59%2026-03-312026-04-30

PML PIMCO MUN INCOME FD II73.1K shares-0.13%2026-03-312026-04-30

XMMO INVESCO EXCHANGE TRADED FD T3.6K shares2.97%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC2.5K shares8.91%2026-03-312026-04-30

JPRE J P MORGAN EXCHANGE TRADED F10.6K shares-1.03%2026-03-312026-04-30

TSLX SIXTH STREET SPECIALTY LENDI27.2K shares177.55%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares484.52%2026-03-312026-04-30

Sponsored

XYLG GLOBAL X FDS18.7K shares5.16%2026-03-312026-04-30

SPGP INVESCO EXCHANGE TRADED FD T4.4K shares-11.63%2026-03-312026-04-30

FDEM FIDELITY COVINGTON TRUST14.4K shares-4.08%2026-03-312026-04-30

UNP UNION PAC CORP1.7K shares3.06%2026-03-312026-04-30

WELL WELLTOWER INC2.0K shares-26.48%2026-03-312026-04-30

BXMT BLACKSTONE MORTGAGE TRUST IN20.6K shares5.97%2026-03-312026-04-30

PREF PRINCIPAL EXCHANGE TRADED FD20.3K shares1.12%2026-03-312026-04-30

SMMU PIMCO ETF TR7.6K shares1.78%2026-03-312026-04-30

Sponsored

CGBD CARLYLE SECURED LENDING INC34.9K shares99.39%2026-03-312026-04-30

XOM EXXON MOBIL CORP2.1K shares15.76%2026-03-312026-04-30

HELO J P MORGAN EXCHANGE TRADED F5.2K shares2.06%2026-03-312026-04-30

V VISA INC1.1K shares109.37%2026-03-312026-04-30

VFC V F CORP19.4K shares-8.05%2026-03-312026-04-30

MQY BLACKROCK MUNIYILD QULT FD I29.9K sharesnew addition2026-03-312026-04-30

KYN KAYNE ANDERSON ENERGY INFRST23.0K shares0.00%2026-03-312026-04-30

VTWO VANGUARD SCOTTSDALE FDS3.2K shares2.64%2026-03-312026-04-30

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares49.20%2026-03-312026-04-30

CVX CHEVRON CORPORATION1.5K shares47.01%2026-03-312026-04-30

USB US BANCORP6.0K shares-3.62%2026-03-312026-04-30

META META PLATFORMS INC541 shares1765.52%2026-03-312026-04-30

QCOM QUALCOMM INC2.4K shares-6.74%2026-03-312026-04-30

MO ALTRIA GROUP INC4.6K shares49.80%2026-03-312026-04-30

TFC TRUIST FINL CORP6.6K shares-0.79%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T439 shares146.63%2026-03-312026-04-30

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS473 shares2.38%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD4.1K shares0.00%2026-03-312026-04-30

MAIN MAIN STR CAP CORP5.2K sharesnew addition2026-03-312026-04-30

CGGR CAPITAL GROUP GROWTH ETF6.8K shares23.33%2026-03-312026-04-30

PDI PIMCO DYNAMIC INCOME FD15.6K shares1.96%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON1.1K shares221.19%2026-03-312026-04-30

WMT WALMART INC2.1K shares43.12%2026-03-312026-04-30

VFL ABRDN NATL MUN INCOME FD24.9K shares0.00%2026-03-312026-04-30

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F3.3K shares-1.00%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC1.5K shares98.50%2026-03-312026-04-30

SPFF GLOBAL X FDS26.6K shares0.22%2026-03-312026-04-30

RTX RTX CORPORATION1.2K shares21.13%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC421 shares41.28%2026-03-312026-04-30

MTN VAIL RESORTS INC1.6K shares0.00%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD5.1K shares0.00%2026-03-312026-04-30

ASML ASML HLDG NV144 shares453.85%2026-03-312026-04-30

Sponsored

ARKG ARK ETF TR7.2K shares0.20%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC955 sharesnew addition2026-03-312026-04-30

EIPI FIRST TR EXCHNG TRADED FD VI8.3K shares0.00%2026-03-312026-04-30

XEL XCEL ENERGY INC2.3K shares0.86%2026-03-312026-04-30

OKE ONEOK INC NEW2.0K shares0.00%2026-03-312026-04-30

SHEL SHELL PLC2.0K shares81.27%2026-03-312026-04-30

WSM WILLIAMS SONOMA INC1.0K shares-49.70%2026-03-312026-04-30

MCK MCKESSON CORP210 shares3400.00%2026-03-312026-04-30

Sponsored

ISCG ISHARES TR3.3K shares0.00%2026-03-312026-04-30

CEV EATON VANCE CALIF MUN INCOM17.9K shares0.22%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR7.0K shares1154.68%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.4K shares37.00%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO603 shares585.23%2026-03-312026-04-30

PCQ PIMCO CALIF MUN INCOME FD20.5K shares0.23%2026-03-312026-04-30

COIN COINBASE GLOBAL INC1.0K sharesnew addition2026-03-312026-04-30

NFLX NETFLIX INC.1.8K shares192.46%2026-03-312026-04-30

Sponsored

CSCO CISCO SYS INC2.2K shares162.59%2026-03-312026-04-30

NVS NOVARTIS AG1.1K shares1548.48%2026-03-312026-04-30

RWJ INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO1.7K shares-33.36%2026-03-312026-04-30

CRSP CRISPR THERAPEUTICS AG3.4K shares0.00%2026-03-312026-04-30

ORCL ORACLE CORP1.0K shares26.89%2026-03-312026-04-30

NEE NEXTERA ENERGY INC1.6K shares17.29%2026-03-312026-04-30

PLD PROLOGIS INC.1.1K shares16.75%2026-03-312026-04-30

Sponsored

APP APPLOVIN CORP380 shares726.09%2026-03-312026-04-30

DHR DANAHER CORP DEL795 shares23.07%2026-03-312026-04-30

ADBE ADOBE INC618 shares3.17%2026-03-312026-04-30

SEIV SEI EXCHANGE TRADED FUNDS3.6K shares371.95%2026-03-312026-04-30

GLW CORNING INC1.1K shares433.00%2026-03-312026-04-30

SYK STRYKER CORPORATION429 shares57.72%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP519 shares2495.00%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC2.8K shares15.52%2026-03-312026-04-30

Sponsored

SEIM SEI EXCHANGE TRADED FUNDS3.1K shares555.98%2026-03-312026-04-30

GEV GE VERNOVA INC160 shares1677.78%2026-03-312026-04-30

LINDE PLC LINDE PLC281 shares13950.00%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC510 shares53.15%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS178 shares1.71%2026-03-312026-04-30

NBIS NEBIUS GROUP N.V.1.3K shares5275.00%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC1.8K shares1608.33%2026-03-312026-04-30

BUFQ FIRST TR EXCHNG TRADED FD VI3.5K shares3.22%2026-03-312026-04-30

Sponsored

ZION ZIONS BANCORPORATION NATL AS2.1K shares3.53%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP198 shares32.00%2026-03-312026-04-30

BROADCOM INC BROADCOM INC384 shares638.46%2026-03-312026-04-30

FDX FEDEX CORP333 shares9.90%2026-03-312026-04-30

TLN TALEN ENERGY CORP362 shares5933.33%2026-03-312026-04-30

SE SEA LTD1.4K shares2032.31%2026-03-312026-04-30

CAH CARDINAL HEALTH INC522 shares422.00%2026-03-312026-04-30

SEIQ SEI EXCHANGE TRADED FUNDS2.9K shares120.70%2026-03-312026-04-30

Sponsored

COST COSTCO WHOLESALE CORPORATION106 shares1077.78%2026-03-312026-04-30

ZM ZOOM COMMUNICATIONS INC1.3K shares1.00%2026-03-312026-04-30

ARKW ARK ETF TR875 shares0.00%2026-03-312026-04-30

SKYY FIRST TR EXCHANGE-TRADED FD963 shares-36.44%2026-03-312026-04-30

EJUL INNOVATOR ETFS TRUST3.5K shares0.03%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE364 shares1356.00%2026-03-312026-04-30

ASX ASE TECHNOLOGY HLDG CO LTD4.7K shares976.77%2026-03-312026-04-30

WMB WILLIAMS COS INC1.4K shares-17.48%2026-03-312026-04-30

Sponsored

CENCORA INC CENCORA INC324 shares5300.00%2026-03-312026-04-30

RACE FERRARI N V300 shares934.48%2026-03-312026-04-30

CALF PACER FDS TR2.3K shares0.00%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR4.1K shares0.00%2026-03-312026-04-30

CTVA CORTEVA INC1.2K shares5600.00%2026-03-312026-04-30

IJAN INNOVATOR ETFS TRUST2.8K shares0.00%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL206 shares87.27%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC217 shares3000.00%2026-03-312026-04-30

Sponsored

ROST ROSS STORES INC445 shares7316.67%2026-03-312026-04-30

VUG VANGUARD INDEX FDS220 shares0.00%2026-03-312026-04-30

GWW WW GRAINGER INC88 sharesnew addition2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR3.3K shares681.24%2026-03-312026-04-30

NLR VANECK ETF TRUST712 shares35.10%2026-03-312026-04-30

LOW LOWES COS INC400 shares4900.00%2026-03-312026-04-30

BP BP PLC2.0K shares72.74%2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FD1.5K shares39.87%2026-03-312026-04-30

Sponsored

ISRG INTUITIVE SURGICAL INC201 shares2133.33%2026-03-312026-04-30

BCS BARCLAYS PLC4.3K shares2359.54%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW268 shares0.00%2026-03-312026-04-30

SVOL SIMPLIFY EXCHANGE TRADED FUN5.7K shares2.98%2026-03-312026-04-30

SAP SAP SE510 shares136.11%2026-03-312026-04-30

IBN ICICI BANK LIMITED3.4K shares2589.60%2026-03-312026-04-30

BTI BRITISH AMERN TOB PLC1.5K shares1342.72%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC720 shares1656.10%2026-03-312026-04-30

Sponsored

IEMG ISHARES INC1.2K shares0.00%2026-03-312026-04-30

VTI VANGUARD INDEX FDS264 shares0.00%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO391 shares1761.90%2026-03-312026-04-30

EMR EMERSON ELEC CO641 shares6.30%2026-03-312026-04-30

LLY ELI LILLY & CO91 shares213.79%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION639 sharesnew addition2026-03-312026-04-30

MS MORGAN STANLEY498 shares6125.00%2026-03-312026-04-30

SHOP SHOPIFY INC689 shares1762.16%2026-03-312026-04-30

Sponsored

MA MASTERCARD INCORPORATED162 shares1250.00%2026-03-312026-04-30

AMGN AMGEN INC230 shares4500.00%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO304 sharesnew addition2026-03-312026-04-30

NET CLOUDFLARE INC360 shares17900.00%2026-03-312026-04-30

KO COCA COLA CO965 sharesnew addition2026-03-312026-04-30

TOTALENERGIES SE TOTALENERGIES SE802 sharesnew addition2026-03-312026-04-30

ILMN ILLUMINA INC591 shares7287.50%2026-03-312026-04-30

NU NU HLDGS LTD5.1K shares1584.00%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 66396 shares32.00%2026-03-312026-04-30

T AT&T INC2.4K shares44.85%2026-03-312026-04-30

TGT TARGET CORP580 shares16.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO485 shares83.02%2026-03-312026-04-30

NTRA NATERA INC350 sharesnew addition2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC807 shares160.32%2026-03-312026-04-30

DEM WISDOMTREE TR1.4K shares-10.63%2026-03-312026-04-30

TJX TJX COS INC NEW429 sharesnew addition2026-03-312026-04-30

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O REALTY INCOME CORP1.1K shares-66.44%2026-03-312026-04-30

FLNG FLEX LNG LTD2.3K shares0.00%2026-03-312026-04-30

TM TOYOTA MOTOR CORP312 shares7700.00%2026-03-312026-04-30

QQEW FIRST TR EXCHANGE-TRADED FD500 shares0.00%2026-03-312026-04-30

PFG PRINCIPAL FINANCIAL GROUP IN700 shares0.00%2026-03-312026-04-30

BJAN INNOVATOR ETFS TRUST1.2K shares0.00%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC1.1K sharesnew addition2026-03-312026-04-30

HIGH SIMPLIFY EXCHANGE TRADED FUN2.9K shares0.00%2026-03-312026-04-30

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CRWD CROWDSTRIKE HLDGS INC159 shares1887.50%2026-03-312026-04-30

NVO NOVO-NORDISK A S1.7K shares56.42%2026-03-312026-04-30

DOCU DOCUSIGN INC1.3K shares0.00%2026-03-312026-04-30

LPLA LPL FINL HLDGS INC204 shares1260.00%2026-03-312026-04-30

HD HOME DEPOT INC186 shares72.22%2026-03-312026-04-30

ADI ANALOG DEVICES INC192 shares9500.00%2026-03-312026-04-30

ABBV ABBVIE INC278 shares-66.51%2026-03-312026-04-30

NFEB INNOVATOR ETFS TRUST2.2K shares0.00%2026-03-312026-04-30

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VOX VANGUARD WORLD FD330 shares0.00%2026-03-312026-04-30

SPGI S&P GLOBAL INC137 shares4466.67%2026-03-312026-04-30

RIO RIO TINTO PLC622 shares2044.83%2026-03-312026-04-30

YSEP FIRST TR EXCHNG TRADED FD VI2.2K shares-1.44%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR2.0K shares0.00%2026-03-312026-04-30

BE BLOOM ENERGY CORP417 sharesnew addition2026-03-312026-04-30

DRAFTKINGS INC NEW DRAFTKINGS INC NEW2.6K shares17.82%2026-03-312026-04-30

TDG TRANSDIGM GROUP INC48 sharesnew addition2026-03-312026-04-30

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MELI MERCADOLIBRE INC32 shares1500.00%2026-03-312026-04-30

ING ING GROEP N.V.2.1K shares1645.45%2026-03-312026-04-30

NOW SERVICENOW INC525 shares1212.50%2026-03-312026-04-30

XYL XYLEM INC450 shares3.21%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC308 shares3750.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS218 shares24.57%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC430 shares1947.62%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN315 shares2525.00%2026-03-312026-04-30

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KEY KEYCORP2.6K shares0.00%2026-03-312026-04-30

QXO QXO INC2.7K shares12604.76%2026-03-312026-04-30

AEM AGNICO EAGLE MINES LTD250 shares0.00%2026-03-312026-04-30

EOCT INNOVATOR ETFS TRUST1.5K shares-4.39%2026-03-312026-04-30

EJAN INNOVATOR ETFS TRUST1.4K shares0.00%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW658 shares3190.00%2026-03-312026-04-30

BAC BANK OF AMER CORP977 shares1893.88%2026-03-312026-04-30

BJUL INNOVATOR ETFS TRUST935 shares0.00%2026-03-312026-04-30

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APLD APPLIED DIGITAL CORP1.9K shares0.00%2026-03-312026-04-30

PEP PEPSICO INC297 shares84.47%2026-03-312026-04-30

APH AMPHENOL CORP364 shares3540.00%2026-03-312026-04-30

RGA REINSURANCE GROUP AMER INC225 shares4400.00%2026-03-312026-04-30

KLAC KLA CORP31 sharesnew addition2026-03-312026-04-30

MCI BARINGS CORPORATE INVS2.6K shares0.00%2026-03-312026-04-30

CGGE CAPITAL GROUP GLOBAL EQUITY1.4K shares0.00%2026-03-312026-04-30

AZO AUTOZONE INC13 sharesnew addition2026-03-312026-04-30

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FAST FASTENAL CO940 shares115.60%2026-03-312026-04-30

ITT INC ITT INC228 shares4.59%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP681 shares1791.67%2026-03-312026-04-30

COP CONOCOPHILLIPS323 shares216.67%2026-03-312026-04-30

NOCT INNOVATOR ETFS TRUST750 shares0.00%2026-03-312026-04-30

CELESTICA INC CELESTICA INC150 shares0.00%2026-03-312026-04-30

KOF COCA-COLA FEMSA SAB DE CV433 shares862.22%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORP644 sharesnew addition2026-03-312026-04-30

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND210 shares57.89%2026-03-312026-04-30

HSBC HSBC HLDGS PLC499 sharesnew addition2026-03-312026-04-30

PJUL INNOVATOR ETFS TRUST893 shares0.00%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.634 shares4428.57%2026-03-312026-04-30

PFD FLAHERTY & CRUMRINE PFD INCO3.6K shares0.03%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC113 shares11200.00%2026-03-312026-04-30

CAT CATERPILLAR INC57 shares850.00%2026-03-312026-04-30

GILD GILEAD SCIENCES INC288 shares4700.00%2026-03-312026-04-30

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SNOW SNOWFLAKE INC265 shares1938.46%2026-03-312026-04-30

SYY SYSCO CORP559 shares-55.49%2026-03-312026-04-30

CVS CVS HEALTH CORP554 shares38.50%2026-03-312026-04-30

MSCI MSCI INC73 sharesnew addition2026-03-312026-04-30

WFC WELLS FARGO & CO494 shares138.65%2026-03-312026-04-30

NRG NRG ENERGY INC266 shares1673.33%2026-03-312026-04-30

HEI.A HEICO CORP NEW184 shares1214.29%2026-03-312026-04-30

SNY SANOFI SA787 shares2086.11%2026-03-312026-04-30

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MDLZ MONDELEZ INTL INC645 shares35.50%2026-03-312026-04-30

PDEC INNOVATOR ETFS TRUST870 shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS185 shares0.00%2026-03-312026-04-30

PSCT INVESCO EXCH TRADED FD TR II600 shares0.00%2026-03-312026-04-30

CVNA CARVANA CO114 sharesnew addition2026-03-312026-04-30

CCEP COCA-COLA EUROPACIFIC PARTNE393 shares1537.50%2026-03-312026-04-30

ALAB ASTERA LABS INC321 shares15950.00%2026-03-312026-04-30

FDN FIRST TR EXCHANGE-TRADED FD150 shares0.00%2026-03-312026-04-30

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AMAT APPLIED MATLS INC102 shares218.75%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC41 sharesnew addition2026-03-312026-04-30

STT STATE STR CORP272 sharesnew addition2026-03-312026-04-30

SPOT SPOTIFY TECHNOLOGY S A68 shares423.08%2026-03-312026-04-30

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST1.7K sharesnew addition2026-03-312026-04-30

CASY CASEYS GEN STORES INC45 sharesnew addition2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP48 shares380.00%2026-03-312026-04-30

ARKF ARK ETF TR859 shares0.00%2026-03-312026-04-30

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GFL GFL ENVIRONMENTAL INC778 sharesnew addition2026-03-312026-04-30

RELX RELX PLC976 shares2468.42%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC221 sharesnew addition2026-03-312026-04-30

GSK PLC GSK PLC582 shares1718.75%2026-03-312026-04-30

SONY SONY GROUP CORP1.6K sharesnew addition2026-03-312026-04-30

AXP AMERICAN EXPRESS CO106 shares2550.00%2026-03-312026-04-30

EA ELECTRONIC ARTS INC156 sharesnew addition2026-03-312026-04-30

WCN WASTE CONNECTIONS INC190 shares1166.67%2026-03-312026-04-30

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BHP BHP BILLITON LIMITED421 shares8320.00%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW222 shares19.35%2026-03-312026-04-30

MEDLINE INC MEDLINE INC674 sharesnew addition2026-03-312026-04-30

INTU INTUIT69 sharesnew addition2026-03-312026-04-30

MUFG MITSUBISHI UFJ FINANCIAL GRO1.7K sharesnew addition2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC314 shares1552.63%2026-03-312026-04-30

COLD AMERICOLD REALTY TRUST INC2.5K shares0.92%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN142 shares2740.00%2026-03-312026-04-30

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CGIE CAPITAL GROUP INTERNATIONAL850 shares25.00%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC503 sharesnew addition2026-03-312026-04-30

GGG GRACO INC330 shares2650.00%2026-03-312026-04-30

ARGX ARGENX SE38 sharesnew addition2026-03-312026-04-30

SAN BANCO SANTANDER SA2.4K sharesnew addition2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO86 sharesnew addition2026-03-312026-04-30

KR KROGER CO377 sharesnew addition2026-03-312026-04-30

PHG KONINKLIJKE PHILIPS N V993 shares923.71%2026-03-312026-04-30

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BBVA BANCO BILBAO VIZCAYA ARGENTA1.3K sharesnew addition2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC62 shares1966.67%2026-03-312026-04-30

CMCSA COMCAST CORP NEW932 shares75.52%2026-03-312026-04-30

ORI OLD REP INTL CORP665 shares-37.62%2026-03-312026-04-30

NJAN INNOVATOR ETFS TRUST495 shares0.00%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC90 sharesnew addition2026-03-312026-04-30

VLO VALERO ENERGY CORP105 shares3400.00%2026-03-312026-04-30

EDV VANGUARD WORLD FD398 shares0.76%2026-03-312026-04-30

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CDNS CADENCE DESIGN SYSTEM INC93 shares933.33%2026-03-312026-04-30

MCO MOODYS CORP59 shares1866.67%2026-03-312026-04-30

CME CME GROUP INC87 shares2075.00%2026-03-312026-04-30

AFL AFLAC INC231 sharesnew addition2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC6 sharesnew addition2026-03-312026-04-30

MTD METTLER TOLEDO INTERNATIONAL20 sharesnew addition2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC221 sharesnew addition2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP73 shares1725.00%2026-03-312026-04-30

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WAB WABTEC100 sharesnew addition2026-03-312026-04-30

UBS UBS GROUP AG635 sharesnew addition2026-03-312026-04-30

BCD ABRDN ETFS687 shares-1.72%2026-03-312026-04-30

CTAS CINTAS CORP145 shares1712.50%2026-03-312026-04-30

RFLR INNOVATOR ETFS TRUST838 sharesnew addition2026-03-312026-04-30

HCA HCA HEALTHCARE INC51 shares363.64%2026-03-312026-04-30

TAK TAKEDA PHARMACEUTICAL CO LTD1.3K shares2040.00%2026-03-312026-04-30

TKO TKO GROUP HOLDINGS INC117 sharesnew addition2026-03-312026-04-30

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GDDY GODADDY INC282 shares14000.00%2026-03-312026-04-30

ABT ABBOTT LABORATORIES225 shares212.50%2026-03-312026-04-30

BUD ANHEUSER BUSCH INBEV SA NV332 shares822.22%2026-03-312026-04-30

NATWEST GROUP PLC NATWEST GROUP PLC1.5K shares1153.66%2026-03-312026-04-30

CB CHUBB LTD SWITZ70 shares1066.67%2026-03-312026-04-30

VRSN VERISIGN INC91 sharesnew addition2026-03-312026-04-30

MPV BARINGS PARTN INVS1.3K shares-1.06%2026-03-312026-04-30

CBOE CBOE GLOBAL MKTS INC79 sharesnew addition2026-03-312026-04-30

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JBL JABIL INC83 sharesnew addition2026-03-312026-04-30

SCI SERVICE CORP INTL264 sharesnew addition2026-03-312026-04-30

SCHE SCHWAB STRATEGIC TR661 shares1.54%2026-03-312026-04-30

STLD STEEL DYNAMICS INC121 sharesnew addition2026-03-312026-04-30

COHERENT CORP COHERENT CORP91 sharesnew addition2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC300 shares1566.67%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP229 shares4480.00%2026-03-312026-04-30

MPC MARATHON PETE CORP88 shares780.00%2026-03-312026-04-30

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SMFG SUMITOMO MITSUI FIN GRP INC1.1K sharesnew addition2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I72 shares2300.00%2026-03-312026-04-30

AMP AMERIPRISE FINL INC47 sharesnew addition2026-03-312026-04-30

YUM YUM BRANDS INC133 sharesnew addition2026-03-312026-04-30

NTLA INTELLIA THERAPEUTICS INC1.6K shares0.00%2026-03-312026-04-30

OC OWENS CORNING NEW189 shares51.20%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC59 shares34.09%2026-03-312026-04-30

VST VISTRA CORP135 sharesnew addition2026-03-312026-04-30

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CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY258 shares706.25%2026-03-312026-04-30

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ENB ENBRIDGE INC373 sharesnew addition2026-03-312026-04-30

CRM SALESFORCE INC108 sharesnew addition2026-03-312026-04-30

MLM MARTIN MARIETTA MATLS INC34 sharesnew addition2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN126 shares1300.00%2026-03-312026-04-30

CMI CUMMINS INC36 sharesnew addition2026-03-312026-04-30

EG EVEREST GROUP LTD59 shares2850.00%2026-03-312026-04-30

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HON HONEYWELL INTL INC85 shares1114.29%2026-03-312026-04-30

RB GLOBAL INC RB GLOBAL INC200 shares6566.67%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP21 sharesnew addition2026-03-312026-04-30

LUMN LUMEN TECHNOLOGIES INC2.7K shares-62.66%2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC246 sharesnew addition2026-03-312026-04-30

BJUN INNOVATOR ETFS TRUST398 shares0.00%2026-03-312026-04-30

EW EDWARDS LIFESCIENCES CORP228 sharesnew addition2026-03-312026-04-30

CRH PLC CRH PLC172 sharesnew addition2026-03-312026-04-30

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PBR PETROLEO BRASILEIRO S A848 shares379.10%2026-03-312026-04-30

DGRO ISHARES TR249 shares0.00%2026-03-312026-04-30

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HEI HEICO CORP NEW63 sharesnew addition2026-03-312026-04-30

KMI KINDER MORGAN INC DEL513 shares4175.00%2026-03-312026-04-30

VICI VICI PPTYS INC626 shares1741.18%2026-03-312026-04-30

COMP COMPASS INC2.3K shares2.50%2026-03-312026-04-30

AXON AXON ENTERPRISE INC40 shares0.00%2026-03-312026-04-30

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USFD US FOODS HLDG CORP182 sharesnew addition2026-03-312026-04-30

PHM PULTE GROUP INC142 sharesnew addition2026-03-312026-04-30

SEIE SEI EXCHANGE TRADED FUNDS512 shares-2.48%2026-03-312026-04-30

TXN TEXAS INSTRS INC85 shares844.44%2026-03-312026-04-30

NATIONAL GRID PLC NATIONAL GRID PLC194 sharesnew addition2026-03-312026-04-30

METV LISTED FDS TR1.0K shares0.00%2026-03-312026-04-30

VV VANGUARD INDEX FDS53 shares0.00%2026-03-312026-04-30

RYLD GLOBAL X FDS1.1K shares0.00%2026-03-312026-04-30

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FFIV F5 INC54 sharesnew addition2026-03-312026-04-30

HAL HALLIBURTON CO394 sharesnew addition2026-03-312026-04-30

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL176 sharesnew addition2026-03-312026-04-30

TS TENARIS S A256 sharesnew addition2026-03-312026-04-30

GPIQ GOLDMAN SACHS ETF TR300 shares0.00%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC92 shares384.21%2026-03-312026-04-30

TMUS T-MOBILE US INC70 shares2233.33%2026-03-312026-04-30

CCL CARNIVAL CORP566 shares502.13%2026-03-312026-04-30

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OWL BLUE OWL CAPITAL INC1.6K shares-96.24%2026-03-312026-04-30

EQNR EQUINOR ASA330 sharesnew addition2026-03-312026-04-30

ECL ECOLAB INC52 shares1200.00%2026-03-312026-04-30

EBAY EBAY INC.150 sharesnew addition2026-03-312026-04-30

HSY HERSHEY CO65 sharesnew addition2026-03-312026-04-30

DAL DELTA AIR LINES INC202 shares1736.36%2026-03-312026-04-30

LNG CHENIERE ENERGY INC47 sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP73 shares812.50%2026-03-312026-04-30

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ITW ILLINOIS TOOL WKS INC51 shares920.00%2026-03-312026-04-30

FTI TECHNIPFMC PLC192 sharesnew addition2026-03-312026-04-30

HDB HDFC BANK LTD532 shares2855.56%2026-03-312026-04-30

HEEM ISHARES INC358 shares0.00%2026-03-312026-04-30

PIE INVESCO EXCH TRADED FD TR II505 shares0.00%2026-03-312026-04-30

BWXT BWX TECHNOLOGIES INC63 sharesnew addition2026-03-312026-04-30

IREN IREN LIMITED375 sharesnew addition2026-03-312026-04-30

WBD WARNER BROS DISCOVERY INC466 shares14.22%2026-03-312026-04-30

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SBUX STARBUCKS CORP142 shares992.31%2026-03-312026-04-30

HIG HARTFORD INSURANCE GROUP INC94 sharesnew addition2026-03-312026-04-30

RCL ROYAL CARIBBEAN GROUP46 sharesnew addition2026-03-312026-04-30

KJUL INNOVATOR ETFS TRUST393 shares0.00%2026-03-312026-04-30

ENSG ENSIGN GROUP INC62 sharesnew addition2026-03-312026-04-30

ASTS AST SPACEMOBILE INC150 shares0.00%2026-03-312026-04-30

ALSN ALLISON TRANSMISSION HLDGS I106 sharesnew addition2026-03-312026-04-30

SPG SIMON PPTY GROUP INC NEW66 sharesnew addition2026-03-312026-04-30

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DELL DELL TECHNOLOGIES INC75 sharesnew addition2026-03-312026-04-30

ETR ENTERGY CORP NEW108 sharesnew addition2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC92 sharesnew addition2026-03-312026-04-30

PUK PRUDENTIAL PLC423 shares2921.43%2026-03-312026-04-30

NEM NEWMONT CORP111 shares122.00%2026-03-312026-04-30

WM WASTE MGMT INC DEL52 sharesnew addition2026-03-312026-04-30

SNPS SYNOPSYS INC30 shares900.00%2026-03-312026-04-30

VODAFONE GROUP PLC VODAFONE GROUP PLC773 shares481.20%2026-03-312026-04-30

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ALC ALCON AG154 shares1000.00%2026-03-312026-04-30

RSG REPUBLIC SVCS INC52 shares550.00%2026-03-312026-04-30

TER TERADYNE INC38 sharesnew addition2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC54 sharesnew addition2026-03-312026-04-30

CORZ CORE SCIENTIFIC INC NEW750 sharesnew addition2026-03-312026-04-30

ADSK AUTODESK INC46 sharesnew addition2026-03-312026-04-30

ABNB AIRBNB INC87 shares770.00%2026-03-312026-04-30

MTG MGIC INVT CORP WIS415 sharesnew addition2026-03-312026-04-30

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BPOP POPULAR INC80 sharesnew addition2026-03-312026-04-30

IDXX IDEXX LABS INC19 sharesnew addition2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC114 shares1166.67%2026-03-312026-04-30

DDOG DATADOG INC90 shares221.43%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP38 sharesnew addition2026-03-312026-04-30

FITB FIFTH THIRD BANCORP225 sharesnew addition2026-03-312026-04-30

VLTO VERALTO CORP118 shares807.69%2026-03-312026-04-30

EQH EQUITABLE HLDGS INC281 sharesnew addition2026-03-312026-04-30

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RNR RENAISSANCERE HLDGS LTD35 sharesnew addition2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC34 sharesnew addition2026-03-312026-04-30

QALT SEI EXCHANGE TRADED FUNDS405 shares0.00%2026-03-312026-04-30

SEIS SEI EXCHANGE TRADED FUNDS368 shares0.00%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO167 shares-86.82%2026-03-312026-04-30

VRSK VERISK ANALYTICS INC53 sharesnew addition2026-03-312026-04-30

SW SMURFIT WESTROCK PLC250 shares2400.00%2026-03-312026-04-30

RGLD ROYAL GOLD INC39 sharesnew addition2026-03-312026-04-30

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HWM HOWMET AEROSPACE INC43 sharesnew addition2026-03-312026-04-30

LYG LLOYDS BANKING GROUP PLC1.9K sharesnew addition2026-03-312026-04-30

CHKP CHECK POINT SOFTWARE TECH LT68 shares3300.00%2026-03-312026-04-30

RMD RESMED INC43 sharesnew addition2026-03-312026-04-30

FICO FAIR ISAAC CORP9 shares800.00%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC34 sharesnew addition2026-03-312026-04-30

WDS WOODSIDE ENERGY GROUP LTD402 sharesnew addition2026-03-312026-04-30

IX ORIX CORP320 sharesnew addition2026-03-312026-04-30

Sponsored

ALNY ALNYLAM PHARMACEUTICALS INC29 sharesnew addition2026-03-312026-04-30

EHC ENCOMPASS HEALTH CORP99 sharesnew addition2026-03-312026-04-30

BBY BEST BUY INC149 sharesnew addition2026-03-312026-04-30

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL122 sharesnew addition2026-03-312026-04-30

JAAA

JANUS DETROIT STR TR

121.52%

Shares343.7K

Event2026-03-31

Filed2026-04-30

ELEVATION SERIES TRUST

New

Shares449.1K

Event2026-03-31

Filed2026-04-30

JPLD

J P MORGAN EXCHANGE TRADED F

New

Shares150.4K

Event2026-03-31

Filed2026-04-30

BALT

INNOVATOR ETFS TRUST

0.08%

Shares142.6K

Event2026-03-31

Filed2026-04-30

WEA

WESTERN ASSET PREMIER BD FD

0.85%

Shares370.0K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

0.92%

Shares10.4K

Event2026-03-31

Filed2026-04-30

RDVI

FIRST TR EXCHANGE-TRADED FD

1.03%

Shares148.3K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

-5.02%

Shares17.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

5.31%

Shares13.7K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

8.86%

Shares52.2K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

-0.76%

Shares13.5K

Event2026-03-31

Filed2026-04-30

VIGI

VANGUARD WHITEHALL FDS

-0.51%

Shares34.8K

Event2026-03-31

Filed2026-04-30

ARKK

ARK ETF TR

-0.89%

Shares41.7K

Event2026-03-31

Filed2026-04-30

FNDF

SCHWAB STRATEGIC TR

-4.32%

Shares57.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INTL EQUITY INDEX F

-25.82%

Shares18.2K

Event2026-03-31

Filed2026-04-30

JEPQ

J P MORGAN EXCHANGE TRADED F

-1.46%

Shares45.3K

Event2026-03-31

Filed2026-04-30

ARCC

ARES CAPITAL CORP

14.33%

Shares128.6K

Event2026-03-31

Filed2026-04-30

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares59.9K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

45.19%

Shares12.8K

Event2026-03-31

Filed2026-04-30

JEPI

J P MORGAN EXCHANGE TRADED F

-10.73%

Shares39.0K

Event2026-03-31

Filed2026-04-30

TAFI

AB ACTIVE ETFS INC

-2.93%

Shares78.8K

Event2026-03-31

Filed2026-04-30

BXSL

BLACKSTONE SECD LENDING FD

17.23%

Shares82.9K

Event2026-03-31

Filed2026-04-30

DFP

FLAHERTY & CRUMRINE DYNAMIC

-0.07%

Shares94.8K

Event2026-03-31

Filed2026-04-30

SFLR

INNOVATOR ETFS TRUST

-0.57%

Shares53.0K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

9.80%

Shares4.8K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

6.22%

Shares31.4K

Event2026-03-31

Filed2026-04-30

ALAI

THE ALGER ETF TRUST

3.96%

Shares50.6K

Event2026-03-31

Filed2026-04-30

FNDX

SCHWAB STRATEGIC TR

-6.20%

Shares59.0K

Event2026-03-31

Filed2026-04-30

MSD

MORGAN STANLEY EMKT DBT FD I

0.50%

Shares214.8K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

-3.33%

Shares31.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

-20.75%

Shares2.3K

Event2026-03-31

Filed2026-04-30

FNDE

SCHWAB STRATEGIC TR

-2.47%

Shares39.1K

Event2026-03-31

Filed2026-04-30

NIM

NUVEEN SELECT MAT MUN FD

-1.49%

Shares153.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

26.26%

Shares5.0K

Event2026-03-31

Filed2026-04-30

EEMV

ISHARES INC

1.14%

Shares22.3K

Event2026-03-31

Filed2026-04-30

SCHM

SCHWAB STRATEGIC TR

-3.53%

Shares42.3K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

-1.78%

Shares28.1K

Event2026-03-31

Filed2026-04-30

SDVD

FIRST TR EXCH TRADED FD III

-0.03%

Shares59.0K

Event2026-03-31

Filed2026-04-30

HYT

BLACKROCK CORPOR HI YLD FD I

6.17%

Shares144.1K

Event2026-03-31

Filed2026-04-30

BUFR

FIRST TR EXCHNG TRADED FD VI

0.27%

Shares33.8K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

-23.26%

Shares3.5K

Event2026-03-31

Filed2026-04-30

GBDC

GOLUB CAP BDC INC

6.66%

Shares84.0K

Event2026-03-31

Filed2026-04-30

MOTI

VANECK ETF TRUST

2.71%

Shares31.1K

Event2026-03-31

Filed2026-04-30

QFLR

INNOVATOR ETFS TRUST

-5.42%

Shares30.5K

Event2026-03-31

Filed2026-04-30

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.45%

Shares23.8K

Event2026-03-31

Filed2026-04-30

MOAT

VANECK ETF TRUST

-1.93%

Shares10.5K

Event2026-03-31

Filed2026-04-30

IIM

INVESCO VALUE MUN INCOME TR

-1.29%

Shares81.9K

Event2026-03-31

Filed2026-04-30

IGI

WESTERN ASSET INVT GRADE OPP

1.74%

Shares61.2K

Event2026-03-31

Filed2026-04-30

DSU

BLACKROCK DEBT STRATEGIES FD

2.45%

Shares102.7K

Event2026-03-31

Filed2026-04-30

VKI

INVESCO ADVANTAGE MUN INCOME

-0.34%

Shares113.6K

Event2026-03-31

Filed2026-04-30

EVN

EATON VANCE MUN INCOME TR

1.40%

Shares94.1K

Event2026-03-31

Filed2026-04-30

FRTY

THE ALGER ETF TRUST

0.00%

Shares49.8K

Event2026-03-31

Filed2026-04-30

EFAX

SPDR INDEX SHS FDS

-3.37%

Shares19.2K

Event2026-03-31

Filed2026-04-30

PHK

PIMCO HIGH INCOME FD

-0.48%

Shares205.9K

Event2026-03-31

Filed2026-04-30

PFN

PIMCO INCOME STRATEGY FD II

1.75%

Shares136.3K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

1.24%

Shares18.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

44.40%

Shares4.4K

Event2026-03-31

Filed2026-04-30

GPIX

GOLDMAN SACHS ETF TR

22.24%

Shares18.2K

Event2026-03-31

Filed2026-04-30

NVG

NUVEEN AMT FREE MUN CR INC F

-2.45%

Shares73.0K

Event2026-03-31

Filed2026-04-30

HTGC

HERCULES CAPITAL INC

66.07%

Shares59.0K

Event2026-03-31

Filed2026-04-30

VKQ

INVESCO MUNICIPAL TRUST

-1.25%

Shares88.7K

Event2026-03-31

Filed2026-04-30

NEA

NUVEEN AMT FREE QLTY MUN INC

-0.82%

Shares74.3K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-2.04%

Shares1.4K

Event2026-03-31

Filed2026-04-30

MGNR

AMERICAN BEACON SELECT FUNDS

-6.29%

Shares16.1K

Event2026-03-31

Filed2026-04-30

INVESCO EXCH TRADED FD TR II

-0.12%

Shares11.3K

Event2026-03-31

Filed2026-04-30

BAB

INVESCO EXCH TRADED FD TR II

0.60%

Shares29.7K

Event2026-03-31

Filed2026-04-30

MGC

VANGUARD WORLD FD

1.43%

Shares3.3K

Event2026-03-31

Filed2026-04-30

JULH

INNOVATOR ETFS TRUST

4.44%

Shares31.3K

Event2026-03-31

Filed2026-04-30

APRH

INNOVATOR ETFS TRUST

3.77%

Shares31.5K

Event2026-03-31

Filed2026-04-30

GBAB

GUGGENHEIM TAXABLE MUNICP BO

-0.03%

Shares52.8K

Event2026-03-31

Filed2026-04-30

JANH

INNOVATOR ETFS TRUST

3.87%

Shares31.6K

Event2026-03-31

Filed2026-04-30

OCTH

INNOVATOR ETFS TRUST

1.24%

Shares32.0K

Event2026-03-31

Filed2026-04-30

TSI

TCW STRATEGIC INCOME FD INC

2.69%

Shares165.8K

Event2026-03-31

Filed2026-04-30

MMD

NYLI MACKAY DEFINEDTERM MUNI

-1.93%

Shares48.8K

Event2026-03-31

Filed2026-04-30

SBI

WESTERN ASSET INTER MUNI

0.86%

Shares91.9K

Event2026-03-31

Filed2026-04-30

BLACKSTONE INC

202.29%

Shares6.1K

Event2026-03-31

Filed2026-04-30

VGM

INVESCO TR INVT GRADE MUNS

-1.06%

Shares70.4K

Event2026-03-31

Filed2026-04-30

INNOVATOR ETFS TRUST

2.29%

Shares40.6K

Event2026-03-31

Filed2026-04-30

ARES

ARES MANAGEMENT CORPORATION

New

Shares6.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

49.31%

Shares2.3K

Event2026-03-31

Filed2026-04-30

NZF

NUVEEN MUN CR INCOME FD

0.78%

Shares46.4K

Event2026-03-31

Filed2026-04-30

ENERGY TRANSFER L P

-2.59%

Shares28.9K

Event2026-03-31

Filed2026-04-30

PML

PIMCO MUN INCOME FD II

-0.13%

Shares73.1K

Event2026-03-31

Filed2026-04-30

XMMO

INVESCO EXCHANGE TRADED FD T

2.97%

Shares3.6K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

8.91%

Shares2.5K

Event2026-03-31

Filed2026-04-30

JPRE

J P MORGAN EXCHANGE TRADED F

-1.03%

Shares10.6K

Event2026-03-31

Filed2026-04-30

TSLX

SIXTH STREET SPECIALTY LENDI

177.55%

Shares27.2K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

484.52%

Shares1.5K

Event2026-03-31

Filed2026-04-30

XYLG

GLOBAL X FDS

5.16%

Shares18.7K

Event2026-03-31

Filed2026-04-30

SPGP

INVESCO EXCHANGE TRADED FD T

-11.63%

Shares4.4K

Event2026-03-31

Filed2026-04-30

FDEM

FIDELITY COVINGTON TRUST

-4.08%

Shares14.4K

Event2026-03-31

Filed2026-04-30

UNP

UNION PAC CORP

3.06%

Shares1.7K

Event2026-03-31

Filed2026-04-30

WELL

WELLTOWER INC

-26.48%

Shares2.0K

Event2026-03-31

Filed2026-04-30

BXMT

BLACKSTONE MORTGAGE TRUST IN

5.97%

Shares20.6K

Event2026-03-31

Filed2026-04-30

PREF

PRINCIPAL EXCHANGE TRADED FD

1.12%

Shares20.3K

Event2026-03-31

Filed2026-04-30

SMMU

PIMCO ETF TR

1.78%

Shares7.6K

Event2026-03-31

Filed2026-04-30

CGBD

CARLYLE SECURED LENDING INC

99.39%

Shares34.9K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

15.76%

Shares2.1K

Event2026-03-31

Filed2026-04-30

HELO

J P MORGAN EXCHANGE TRADED F

2.06%

Shares5.2K

Event2026-03-31

Filed2026-04-30

VISA INC

109.37%

Shares1.1K

Event2026-03-31

Filed2026-04-30

VFC

V F CORP

-8.05%

Shares19.4K

Event2026-03-31

Filed2026-04-30

MQY

BLACKROCK MUNIYILD QULT FD I

New

Shares29.9K

Event2026-03-31

Filed2026-04-30

KYN

KAYNE ANDERSON ENERGY INFRST

0.00%

Shares23.0K

Event2026-03-31

Filed2026-04-30

VTWO

VANGUARD SCOTTSDALE FDS

2.64%

Shares3.2K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

49.20%

Shares1.5K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

47.01%

Shares1.5K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP

-3.62%

Shares6.0K

Event2026-03-31

Filed2026-04-30