The Analysis of WOLFF WIESE MAGANA LLC's Holdings & P&L


Currently, WOLFF WIESE MAGANA LLC holds 983 types of securities in its portfolio with a total value $181.2M. In the most recent quarter, they have increased their positions in CB (+4.5K shares, valued at $1.5M), GLD (+2.4K shares, valued at $1.0M), BUFZ (+36.0K shares, valued at $945.1K); decreased their positions in ORCL (-10.4K shares, valued at $1.5M), MU (-3.6K shares, valued at $1.2M), N/A (-1.9K shares, valued at $592.7K); initiated new positions in VEEV (+3.6K shares, valued at $628.7K), N/A (+6.8K shares, valued at $167.3K), CACI (+199 shares, valued at $108.2K).


1M P&L
+10.1M+5.66%
3M P&L
+11.0M+6.21%
HY P&L
+21.2M+12.69%

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/A42.7M
27.1%
2Semiconductors14.2M
9.0%
3Drug Manufacturers - General10.6M
6.7%

Top Industries by Stock Count

1N/A273 stocks
30.2%
2Software - Application27 stocks
3.0%
3Semiconductors21 stocks
2.3%
Stock Holdings
NVDA
NVIDIA CORPORATION
-5.50%
Shares39.7K
Event2026-03-31
Filed2026-04-13
IJR
ISHARES TR
5.58%
Shares39.6K
Event2026-03-31
Filed2026-04-13
MSFT
MICROSOFT CORP
1.88%
Shares12.5K
Event2026-03-31
Filed2026-04-13
BROADCOM INC
BROADCOM INC
-12.29%
Shares13.7K
Event2026-03-31
Filed2026-04-13
AAPL
APPLE INC
9.57%
Shares16.5K
Event2026-03-31
Filed2026-04-13
ABBV
ABBVIE INC
5.60%
Shares19.0K
Event2026-03-31
Filed2026-04-13
V
VISA INC
0.93%
Shares13.2K
Event2026-03-31
Filed2026-04-13
AMGN
AMGEN INC
8.08%
Shares11.1K
Event2026-03-31
Filed2026-04-13
VNQ
VANGUARD INDEX FDS
-4.33%
Shares43.6K
Event2026-03-31
Filed2026-04-13
JPM
JPMORGAN CHASE & CO
17.96%
Shares12.4K
Event2026-03-31
Filed2026-04-13
RTX
RTX CORPORATION
0.21%
Shares18.0K
Event2026-03-31
Filed2026-04-13
CSCO
CISCO SYS INC
1.52%
Shares43.6K
Event2026-03-31
Filed2026-04-13
DVY
ISHARES TR
-2.78%
Shares22.1K
Event2026-03-31
Filed2026-04-13
VANGUARD INDEX FDS
VANGUARD INDEX FDS
21.73%
Shares5.5K
Event2026-03-31
Filed2026-04-13
WMT
WALMART INC
-1.34%
Shares24.4K
Event2026-03-31
Filed2026-04-13
AXP
AMERICAN EXPRESS CO
0.88%
Shares10.0K
Event2026-03-31
Filed2026-04-13
DOC
HEALTHPEAK PROPERTIES INC
26.73%
Shares177.2K
Event2026-03-31
Filed2026-04-13
AMZN
AMAZON COM INC
-5.56%
Shares14.0K
Event2026-03-31
Filed2026-04-13
PEP
PEPSICO INC
3.58%
Shares18.6K
Event2026-03-31
Filed2026-04-13
MU
MICRON TECHNOLOGY INC
-30.15%
Shares8.3K
Event2026-03-31
Filed2026-04-13
MS
MORGAN STANLEY
2.90%
Shares15.8K
Event2026-03-31
Filed2026-04-13
HBAN
HUNTINGTON BANCSHARES INC
3.43%
Shares156.4K
Event2026-03-31
Filed2026-04-13
KO
COCA COLA CO
0.59%
Shares32.1K
Event2026-03-31
Filed2026-04-13
GLD
SPDR GOLD TR
71.88%
Shares5.7K
Event2026-03-31
Filed2026-04-13
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
0.99%
Shares18.3K
Event2026-03-31
Filed2026-04-13
LLY
ELI LILLY & CO
5.83%
Shares2.6K
Event2026-03-31
Filed2026-04-13
MERCK & CO INC
MERCK & CO INC
3.20%
Shares19.2K
Event2026-03-31
Filed2026-04-13
BUFZ
FIRST TR EXCHNG TRADED FD VI
74.99%
Shares83.9K
Event2026-03-31
Filed2026-04-13
HD
HOME DEPOT INC
0.29%
Shares6.5K
Event2026-03-31
Filed2026-04-13
UNP
UNION PAC CORP
1.81%
Shares8.7K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-3.15%
Shares7.4K
Event2026-03-31
Filed2026-04-13
SCHW
SCHWAB CHARLES CORP
0.28%
Shares22.5K
Event2026-03-31
Filed2026-04-13
ABT
ABBOTT LABORATORIES
1.82%
Shares20.4K
Event2026-03-31
Filed2026-04-13
META
META PLATFORMS INC
0.40%
Shares3.5K
Event2026-03-31
Filed2026-04-13
IEFA
ISHARES TR
15.90%
Shares21.9K
Event2026-03-31
Filed2026-04-13
BUFR
FIRST TR EXCHNG TRADED FD VI
30.90%
Shares55.7K
Event2026-03-31
Filed2026-04-13
MEDTRONIC PLC
MEDTRONIC PLC
3.77%
Shares21.4K
Event2026-03-31
Filed2026-04-13
QCOM
QUALCOMM INC
-1.37%
Shares14.3K
Event2026-03-31
Filed2026-04-13
IJH
ISHARES TR
12.96%
Shares26.5K
Event2026-03-31
Filed2026-04-13
SPY
STATE STR SPDR S&P 500 ETF T
-18.36%
Shares2.6K
Event2026-03-31
Filed2026-04-13
GBIL
GOLDMAN SACHS ETF TR
62.11%
Shares16.3K
Event2026-03-31
Filed2026-04-13
MCD
MCDONALDS CORP
1.85%
Shares4.8K
Event2026-03-31
Filed2026-04-13
CB
CHUBB LTD SWITZ
90480.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
MOAT
VANECK ETF TRUST
-6.84%
Shares14.8K
Event2026-03-31
Filed2026-04-13
COST
COSTCO WHOLESALE CORPORATION
38.39%
Shares1.4K
Event2026-03-31
Filed2026-04-13
AMAT
APPLIED MATLS INC
3.65%
Shares4.1K
Event2026-03-31
Filed2026-04-13
ITOT
ISHARES TR
0.00%
Shares9.6K
Event2026-03-31
Filed2026-04-13
MCK
MCKESSON CORP
0.98%
Shares1.6K
Event2026-03-31
Filed2026-04-13
PWR
QUANTA SVCS INC
-10.03%
Shares2.4K
Event2026-03-31
Filed2026-04-13
INVESCO QQQ TR
INVESCO QQQ TR
-5.21%
Shares2.2K
Event2026-03-31
Filed2026-04-13
PG
PROCTER & GAMBLE CO
2.15%
Shares8.4K
Event2026-03-31
Filed2026-04-13
KLAC
KLA CORP
97.75%
Shares791
Event2026-03-31
Filed2026-04-13
AMD
ADVANCED MICRO DEVICES INC
231.41%
Shares5.6K
Event2026-03-31
Filed2026-04-13
TSLA
TESLA INC
1.66%
Shares3.0K
Event2026-03-31
Filed2026-04-13
ETFS GOLD TR
ETFS GOLD TR
0.00%
Shares24.0K
Event2026-03-31
Filed2026-04-13
GE AEROSPACE
GE AEROSPACE
-0.03%
Shares3.5K
Event2026-03-31
Filed2026-04-13
WM
WASTE MGMT INC DEL
-0.58%
Shares4.1K
Event2026-03-31
Filed2026-04-13
XLF
SELECT SECTOR SPDR TR
-6.58%
Shares18.7K
Event2026-03-31
Filed2026-04-13
PANW
PALO ALTO NETWORKS INC
1.95%
Shares5.6K
Event2026-03-31
Filed2026-04-13
PCMM
BONDBLOXX ETF TRUST
-2.13%
Shares18.0K
Event2026-03-31
Filed2026-04-13
URI
UNITED RENTALS INC
-14.38%
Shares1.2K
Event2026-03-31
Filed2026-04-13
CRWD
CROWDSTRIKE HLDGS INC
1.98%
Shares2.1K
Event2026-03-31
Filed2026-04-13
IEMG
ISHARES INC
20.28%
Shares11.5K
Event2026-03-31
Filed2026-04-13
EFA
ISHARES TR
-2.35%
Shares7.6K
Event2026-03-31
Filed2026-04-13
CEG
CONSTELLATION ENERGY CORP
-0.15%
Shares2.6K
Event2026-03-31
Filed2026-04-13
TXN
TEXAS INSTRS INC
0.58%
Shares3.6K
Event2026-03-31
Filed2026-04-13
ALPHABET INC
ALPHABET INC
-1.36%
Shares2.4K
Event2026-03-31
Filed2026-04-13
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
-1.13%
Shares6.8K
Event2026-03-31
Filed2026-04-13
ARISTA NETWORKS INC
ARISTA NETWORKS INC
0.59%
Shares5.5K
Event2026-03-31
Filed2026-04-13
FTCS
FIRST TR EXCHANGE-TRADED FD
-0.19%
Shares7.0K
Event2026-03-31
Filed2026-04-13
SHOP
SHOPIFY INC
114.73%
Shares5.3K
Event2026-03-31
Filed2026-04-13
VEEV
VEEVA SYS INC
New
Shares3.6K
Event2026-03-31
Filed2026-04-13
CCJ
CAMECO CORP
76.10%
Shares5.2K
Event2026-03-31
Filed2026-04-13
IBM
INTERNATIONAL BUSINESS MACHS
-0.22%
Shares2.3K
Event2026-03-31
Filed2026-04-13
SNOW
SNOWFLAKE INC
496.72%
Shares3.3K
Event2026-03-31
Filed2026-04-13
CVX
CHEVRON CORPORATION
27.01%
Shares2.4K
Event2026-03-31
Filed2026-04-13
SLV
ISHARES SILVER TR
-30.60%
Shares7.0K
Event2026-03-31
Filed2026-04-13
IXUS
ISHARES TR
0.00%
Shares5.4K
Event2026-03-31
Filed2026-04-13
SYK
STRYKER CORPORATION
-1.30%
Shares1.4K
Event2026-03-31
Filed2026-04-13
PDBC
INVESCO ACTVELY MNGD ETC FD
1479.85%
Shares22.9K
Event2026-03-31
Filed2026-04-13
ADI
ANALOG DEVICES INC
0.58%
Shares1.2K
Event2026-03-31
Filed2026-04-13
OUNZ
VANECK MERK GOLD ETF
0.00%
Shares8.2K
Event2026-03-31
Filed2026-04-13
LAM RESEARCH CORP
LAM RESEARCH CORP
20.77%
Shares1.7K
Event2026-03-31
Filed2026-04-13
IWM
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
BAC
BANK AMERICA CORP
1.18%
Shares7.0K
Event2026-03-31
Filed2026-04-13
NFLX
NETFLIX INC.
-59.13%
Shares3.5K
Event2026-03-31
Filed2026-04-13
LITE
LUMENTUM HLDGS INC
-24.79%
Shares455
Event2026-03-31
Filed2026-04-13
SCHD
SCHWAB STRATEGIC TR
4.75%
Shares10.4K
Event2026-03-31
Filed2026-04-13
NOW
SERVICENOW INC
-57.50%
Shares2.9K
Event2026-03-31
Filed2026-04-13
GCAL
GOLDMAN SACHS ETF TR
0.00%
Shares5.9K
Event2026-03-31
Filed2026-04-13
BSX
BOSTON SCIENTIFIC CORP
-35.87%
Shares4.6K
Event2026-03-31
Filed2026-04-13
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
EASTERLY GOVT PPTYS INC
EASTERLY GOVT PPTYS INC
16.92%
Shares13.1K
Event2026-03-31
Filed2026-04-13
AGG
ISHARES TR
-0.29%
Shares2.7K
Event2026-03-31
Filed2026-04-13
UBER
UBER TECHNOLOGIES INC
-67.59%
Shares3.7K
Event2026-03-31
Filed2026-04-13
BA
BOEING CO
410.55%
Shares1.3K
Event2026-03-31
Filed2026-04-13
IWF
ISHARES TR
0.00%
Shares606
Event2026-03-31
Filed2026-04-13
GS
GOLDMAN SACHS GROUP INC
-2.63%
Shares296
Event2026-03-31
Filed2026-04-13
CRM
SALESFORCE INC
-0.61%
Shares1.3K
Event2026-03-31
Filed2026-04-13
BLACKROCK INC
BLACKROCK INC
-58.43%
Shares254
Event2026-03-31
Filed2026-04-13
PLTR
PALANTIR TECHNOLOGIES INC
233.07%
Shares1.7K
Event2026-03-31
Filed2026-04-13
XOM
EXXON MOBIL CORP
6.29%
Shares1.4K
Event2026-03-31
Filed2026-04-13
IBRX
IMMUNITYBIO INC
0.91%
Shares30.3K
Event2026-03-31
Filed2026-04-13
IJK
ISHARES TR
0.00%
Shares2.3K
Event2026-03-31
Filed2026-04-13
INTU
INTUIT
0.38%
Shares523
Event2026-03-31
Filed2026-04-13
VGT
VANGUARD WORLD FD
0.00%
Shares318
Event2026-03-31
Filed2026-04-13
RDDT
REDDIT INC
4.28%
Shares1.6K
Event2026-03-31
Filed2026-04-13
BROS
DUTCH BROS INC
487.43%
Shares4.3K
Event2026-03-31
Filed2026-04-13
LHX
L3HARRIS TECHNOLOGIES INC
0.32%
Shares621
Event2026-03-31
Filed2026-04-13
MUB
ISHARES TR
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-13
IEI
ISHARES TR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
AIRR
FIRST TR EXCHANGE TRADED FD
39.63%
Shares1.6K
Event2026-03-31
Filed2026-04-13
MA
MASTERCARD INCORPORATED
1.68%
Shares364
Event2026-03-31
Filed2026-04-13
VTI
VANGUARD INDEX FDS
-2.71%
Shares538
Event2026-03-31
Filed2026-04-13
CAT
CATERPILLAR INC
3.02%
Shares239
Event2026-03-31
Filed2026-04-13
BNY MELLON ETF TRUST II
BNY MELLON ETF TRUST II
New
Shares6.8K
Event2026-03-31
Filed2026-04-13
RDNT
RADNET INC
4.33%
Shares3.0K
Event2026-03-31
Filed2026-04-13
GEV
GE VERNOVA INC
51.59%
Shares191
Event2026-03-31
Filed2026-04-13
HPE
HEWLETT PACKARD ENTERPRISE C
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-13
IVV
ISHARES TR
0.00%
Shares251
Event2026-03-31
Filed2026-04-13
ORCL
ORACLE CORP
-90.68%
Shares1.1K
Event2026-03-31
Filed2026-04-13
INTC
INTEL CORP
1.28%
Shares3.6K
Event2026-03-31
Filed2026-04-13
VTV
VANGUARD INDEX FDS
-8.93%
Shares765
Event2026-03-31
Filed2026-04-13
NDAQ
NASDAQ INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
EME
EMCOR GROUP INC
0.00%
Shares202
Event2026-03-31
Filed2026-04-13
AOR
ISHARES TR
-1.58%
Shares2.3K
Event2026-03-31
Filed2026-04-13
USIG
ISHARES TR
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-13
VRT
VERTIV HOLDINGS CO
-2.84%
Shares582
Event2026-03-31
Filed2026-04-13
ONON
ON HLDG AG
17.72%
Shares4.1K
Event2026-03-31
Filed2026-04-13
XBI
SPDR SERIES TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
IVW
ISHARES TR
-4.69%
Shares1.2K
Event2026-03-31
Filed2026-04-13
USMV
ISHARES TR
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
HON
HONEYWELL INTL INC
0.00%
Shares573
Event2026-03-31
Filed2026-04-13
SCZ
ISHARES TR
0.12%
Shares1.6K
Event2026-03-31
Filed2026-04-13
MPC
MARATHON PETE CORP
-8.90%
Shares512
Event2026-03-31
Filed2026-04-13
IWD
ISHARES TR
0.00%
Shares583
Event2026-03-31
Filed2026-04-13
VUG
VANGUARD INDEX FDS
0.00%
Shares285
Event2026-03-31
Filed2026-04-13
FDL
FIRST TR EXCHANGE-TRADED FD
0.74%
Shares2.4K
Event2026-03-31
Filed2026-04-13
DGRW
WISDOMTREE TR
1.44%
Shares1.4K
Event2026-03-31
Filed2026-04-13
DASH
DOORDASH INC
-53.81%
Shares819
Event2026-03-31
Filed2026-04-13
ABNB
AIRBNB INC
5.78%
Shares970
Event2026-03-31
Filed2026-04-13
VOTE
TCW ETF TRUST
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-13
OKLO
OKLO INC
4.10%
Shares2.4K
Event2026-03-31
Filed2026-04-13
NOC
NORTHROP GRUMMAN CORP
1.19%
Shares170
Event2026-03-31
Filed2026-04-13
EPD
ENTERPRISE PRODS PARTNERS L
0.07%
Shares3.0K
Event2026-03-31
Filed2026-04-13
IDV
ISHARES TR
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
NBIX
NEUROCRINE BIOSCIENCES INC
0.00%
Shares831
Event2026-03-31
Filed2026-04-13
CACI
CACI INTL INC
New
Shares199
Event2026-03-31
Filed2026-04-13
SOFI
SOFI TECHNOLOGIES INC
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-13
EFG
ISHARES TR
0.00%
Shares935
Event2026-03-31
Filed2026-04-13
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.00%
Shares541
Event2026-03-31
Filed2026-04-13
SCHG
SCHWAB STRATEGIC TR
-0.06%
Shares3.6K
Event2026-03-31
Filed2026-04-13
PBR
PETROLEO BRASILEIRO S A
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
IQV
IQVIA HLDGS INC
0.00%
Shares605
Event2026-03-31
Filed2026-04-13
LEU
CENTRUS ENERGY CORP
0.00%
Shares594
Event2026-03-31
Filed2026-04-13
EATON CORP PLC
EATON CORP PLC
7.92%
Shares286
Event2026-03-31
Filed2026-04-13
GDLC
GRAYSCALE COINDESK CRYPTO
0.00%
Shares3.3K
Event2026-03-31
Filed2026-04-13
DXCM
DEXCOM INC
-0.06%
Shares1.6K
Event2026-03-31
Filed2026-04-13
JNJ
JOHNSON & JOHNSON
7.37%
Shares408
Event2026-03-31
Filed2026-04-13
NIE
VIRTUS EQUITY & CONV INCM FD
0.00%
Shares4.2K
Event2026-03-31
Filed2026-04-13
IBB
ISHARES TR
-30.29%
Shares580
Event2026-03-31
Filed2026-04-13
XEL
XCEL ENERGY INC
0.25%
Shares1.2K
Event2026-03-31
Filed2026-04-13
O
REALTY INCOME CORP
23.31%
Shares1.6K
Event2026-03-31
Filed2026-04-13
T
AT&T INC
11.35%
Shares3.2K
Event2026-03-31
Filed2026-04-13
ATI
ATI INC
2000.00%
Shares630
Event2026-03-31
Filed2026-04-13
TSM
TAIWAN SEMICONDUCTOR MANUFAC
8.50%
Shares268
Event2026-03-31
Filed2026-04-13
SDVY
FIRST TR EXCHANGE TRADED FD
11.04%
Shares2.3K
Event2026-03-31
Filed2026-04-13
VZ
VERIZON COMMUNICATIONS INC
7.66%
Shares1.8K
Event2026-03-31
Filed2026-04-13
LNG
CHENIERE ENERGY INC
New
Shares300
Event2026-03-31
Filed2026-04-13
PFE
PFIZER INC
0.47%
Shares3.0K
Event2026-03-31
Filed2026-04-13
UNH
UNITEDHEALTH GROUP INC
2.03%
Shares301
Event2026-03-31
Filed2026-04-13
TOST
TOAST INC
200.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
PM
PHILIP MORRIS INTL INC
0.00%
Shares480
Event2026-03-31
Filed2026-04-13
SPAB
SPDR SERIES TRUST
0.79%
Shares3.1K
Event2026-03-31
Filed2026-04-13
MO
ALTRIA GROUP INC
1.11%
Shares1.2K
Event2026-03-31
Filed2026-04-13
EMXC
ISHARES INC
0.00%
Shares991
Event2026-03-31
Filed2026-04-13
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares621
Event2026-03-31
Filed2026-04-13
WTAI
WISDOMTREE TR
14.20%
Shares2.7K
Event2026-03-31
Filed2026-04-13
ITA
ISHARES TR
121.02%
Shares347
Event2026-03-31
Filed2026-04-13
ET
ENERGY TRANSFER L P
-1.27%
Shares3.9K
Event2026-03-31
Filed2026-04-13
RMD
RESMED INC
0.00%
Shares320
Event2026-03-31
Filed2026-04-13
EQT CORP
EQT CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
VEA
VANGUARD TAX-MANAGED FDS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
IWP
ISHARES TR
-5.20%
Shares529
Event2026-03-31
Filed2026-04-13
BNL
BROADSTONE NET LEASE INC
28.98%
Shares3.6K
Event2026-03-31
Filed2026-04-13
ASML
ASML HLDG NV
206.25%
Shares49
Event2026-03-31
Filed2026-04-13
COP
CONOCOPHILLIPS
-39.53%
Shares488
Event2026-03-31
Filed2026-04-13
KVUE
KENVUE INC
-11.75%
Shares3.7K
Event2026-03-31
Filed2026-04-13
WWD
WOODWARD INC
0.00%
Shares178
Event2026-03-31
Filed2026-04-13
EMB
ISHARES TR
0.00%
Shares664
Event2026-03-31
Filed2026-04-13
BLACKSTONE INC
BLACKSTONE INC
19.96%
Shares541
Event2026-03-31
Filed2026-04-13
ORA
ORMAT TECHNOLOGIES INC
83.33%
Shares550
Event2026-03-31
Filed2026-04-13
WMB
WILLIAMS COS INC
90.29%
Shares843
Event2026-03-31
Filed2026-04-13
GLW
CORNING INC
0.00%
Shares450
Event2026-03-31
Filed2026-04-13
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
6.72%
Shares127
Event2026-03-31
Filed2026-04-13
FCX
FREEPORT MCMORAN INC
4.03%
Shares1.0K
Event2026-03-31
Filed2026-04-13
IJJ
ISHARES TR
0.00%
Shares440
Event2026-03-31
Filed2026-04-13
RDVY
FIRST TR EXCHANGE TRADED FD
19.44%
Shares854
Event2026-03-31
Filed2026-04-13
WPC
WP CAREY INC
28.81%
Shares836
Event2026-03-31
Filed2026-04-13
EMR
EMERSON ELEC CO
-6.51%
Shares431
Event2026-03-31
Filed2026-04-13
GRAYSCALE BITCOIN MINI TR ET
GRAYSCALE BITCOIN MINI TR ET
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
MIR
MIRION TECHNOLOGIES INC
115.93%
Shares2.9K
Event2026-03-31
Filed2026-04-13
JEPQ
J P MORGAN EXCHANGE TRADED F
269.62%
Shares961
Event2026-03-31
Filed2026-04-13
PODD
INSULET CORP
0.00%
Shares253
Event2026-03-31
Filed2026-04-13
CVE
CENOVUS ENERGY INC
New
Shares2.0K
Event2026-03-31
Filed2026-04-13
CSQ
CALAMOS STRATEGIC TOTAL RETU
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-13
TRV
TRAVELERS COMPANIES INC
-16.04%
Shares178
Event2026-03-31
Filed2026-04-13
BSJT
INVESCO EXCH TRD SLF IDX FD
143.80%
Shares2.4K
Event2026-03-31
Filed2026-04-13
BKR
BAKER HUGHES COMPANY
0.00%
Shares840
Event2026-03-31
Filed2026-04-13
VT
VANGUARD INTL EQUITY INDEX F
0.00%
Shares370
Event2026-03-31
Filed2026-04-13
NANR
SPDR INDEX SHS FDS
0.00%
Shares608
Event2026-03-31
Filed2026-04-13
AROC
ARCHROCK INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
LMT
LOCKHEED MARTIN CORP
6.33%
Shares84
Event2026-03-31
Filed2026-04-13
NET
CLOUDFLARE INC
444.44%
Shares245
Event2026-03-31
Filed2026-04-13
OXY
OCCIDENTAL PETE CORP
-16.39%
Shares765
Event2026-03-31
Filed2026-04-13
JCI
JOHNSON CONTROLS INTERNATION
0.00%
Shares378
Event2026-03-31
Filed2026-04-13
OGE
OGE ENERGY CORP
0.99%
Shares1.0K
Event2026-03-31
Filed2026-04-13
BSJS
INVESCO EXCH TRD SLF IDX FD
48.45%
Shares2.2K
Event2026-03-31
Filed2026-04-13
DOW
DOW HLDGS INC
366.67%
Shares1.1K
Event2026-03-31
Filed2026-04-13
CVS
CVS HEALTH CORP
0.00%
Shares651
Event2026-03-31
Filed2026-04-13
EEM
ISHARES TR
273.64%
Shares822
Event2026-03-31
Filed2026-04-13
ISRG
INTUITIVE SURGICAL INC
0.00%
Shares101
Event2026-03-31
Filed2026-04-13
NKE
NIKE INC
-67.40%
Shares880
Event2026-03-31
Filed2026-04-13
UPS
UNITED PARCEL SVCS INC
-6.95%
Shares455
Event2026-03-31
Filed2026-04-13
NVTS
NAVITAS SEMICONDUCTOR CORP
New
Shares5.0K
Event2026-03-31
Filed2026-04-13
DIS
DISNEY WALT CO
-0.66%
Shares452
Event2026-03-31
Filed2026-04-13
LOW
LOWES COS INC
0.00%
Shares184
Event2026-03-31
Filed2026-04-13
ESBA
EMPIRE ST RLTY OP L P
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-13
CF
CF INDUSTRIES HOLD
0.00%
Shares332
Event2026-03-31
Filed2026-04-13
CSR
CENTERSPACE
0.00%
Shares748
Event2026-03-31
Filed2026-04-13
ARM
ARM HOLDINGS PLC
New
Shares284
Event2026-03-31
Filed2026-04-13
DIA
STATE STR SPDR DOW JONES IND
121.95%
Shares91
Event2026-03-31
Filed2026-04-13
PROFESIONALLY MANAGED PORTFO
PROFESIONALLY MANAGED PORTFO
0.00%
Shares792
Event2026-03-31
Filed2026-04-13
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-48.54%
Shares106
Event2026-03-31
Filed2026-04-13
BARRICK MNG CORP
BARRICK MNG CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
BXMT
BLACKSTONE MORTGAGE TRUST IN
New
Shares2.1K
Event2026-03-31
Filed2026-04-13
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares89
Event2026-03-31
Filed2026-04-13
BMY
BRISTOL-MYERS SQUIBB CO
-1.80%
Shares654
Event2026-03-31
Filed2026-04-13
AHR
AMERICAN HEALTHCARE REIT INC
0.00%
Shares832
Event2026-03-31
Filed2026-04-13
PSX
PHILLIPS 66
0.00%
Shares214
Event2026-03-31
Filed2026-04-13
F
FORD MTR CO
17.21%
Shares3.4K
Event2026-03-31
Filed2026-04-13
MP
MP MATERIALS CORP
0.00%
Shares806
Event2026-03-31
Filed2026-04-13
IWR
ISHARES TR
0.00%
Shares399
Event2026-03-31
Filed2026-04-13
KMI
KINDER MORGAN INC DEL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-13
GBTC
GRAYSCALE BITCOIN TRUST ETF
0.00%
Shares723
Event2026-03-31
Filed2026-04-13
FALN
ISHARES TR
0.93%
Shares1.4K
Event2026-03-31
Filed2026-04-13
MPLX
MPLX LP
107.89%
Shares659
Event2026-03-31
Filed2026-04-13
TIGO
MILLICOM INTL CELLULAR S A
New
Shares500
Event2026-03-31
Filed2026-04-13
SBUX
STARBUCKS CORP
-8.39%
Shares415
Event2026-03-31
Filed2026-04-13
STRL
STERLING INFRASTRUCTURE INC
32.35%
Shares90
Event2026-03-31
Filed2026-04-13
UUUU
ENERGY FUELS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
IBIT
ISHARES BITCOIN TRUST ETF
-9.14%
Shares944
Event2026-03-31
Filed2026-04-13
BITMINE IMMERSION TECNOLOGIE
BITMINE IMMERSION TECNOLOGIE
0.00%
Shares1.8K
Event2026-03-31
Filed2026-04-13
GATX
GATX CORP
0.00%
Shares212
Event2026-03-31
Filed2026-04-13
VTEB
VANGUARD MUN BD FDS
0.71%
Shares707
Event2026-03-31
Filed2026-04-13
ARCC
ARES CAPITAL CORP
2.68%
Shares2.0K
Event2026-03-31
Filed2026-04-13
R
RYDER SYS INC
0.00%
Shares170
Event2026-03-31
Filed2026-04-13
BK
BANK NEW YORK MELLON CORP
0.00%
Shares287
Event2026-03-31
Filed2026-04-13
ETH
GRAYSCALE ETHEREUM STAKING
0.00%
Shares1.7K
Event2026-03-31
Filed2026-04-13
MET
METLIFE INC
0.00%
Shares474
Event2026-03-31
Filed2026-04-13
TDY
TELEDYNE TECHNOLOGIES INC
0.00%
Shares55
Event2026-03-31
Filed2026-04-13
GSAT
GLOBALSTAR INC
New
Shares500
Event2026-03-31
Filed2026-04-13
PUTNAM ETF TRUST
PUTNAM ETF TRUST
0.00%
Shares4.5K
Event2026-03-31
Filed2026-04-13
MPWR
MONOLITHIC PWR SYS INC
0.00%
Shares30
Event2026-03-31
Filed2026-04-13
VCSH
VANGUARD SCOTTSDALE FDS
0.00%
Shares414
Event2026-03-31
Filed2026-04-13
ITW
ILLINOIS TOOL WKS INC
0.00%
Shares125
Event2026-03-31
Filed2026-04-13
BSJR
INVESCO EXCH TRD SLF IDX FD
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-13
RGA
REINSURANCE GROUP AMER INC
0.00%
Shares158
Event2026-03-31
Filed2026-04-13
QUAL
ISHARES TR
0.00%
Shares168
Event2026-03-31
Filed2026-04-13
MSGS
MADISON SQUARE GRDN SPRT COR
New
Shares100
Event2026-03-31
Filed2026-04-13
LTBR
LIGHTBRIDGE CORP
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
MUC
BLACKROCK MUNIHLDNGS CALI
325.00%
Shares3.0K
Event2026-03-31
Filed2026-04-13
KEY
KEYCORP
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
RSG
REPUBLIC SVCS INC
0.00%
Shares140
Event2026-03-31
Filed2026-04-13
GCOW
PACER FDS TR
0.00%
Shares663
Event2026-03-31
Filed2026-04-13
TWLO
TWILIO INC
4.29%
Shares243
Event2026-03-31
Filed2026-04-13
FCFS
FIRSTCASH HOLDINGS INC
0.00%
Shares161
Event2026-03-31
Filed2026-04-13
VICI
VICI PPTYS INC
96.26%
Shares1.1K
Event2026-03-31
Filed2026-04-13
SPYG
SPDR SERIES TRUST
0.00%
Shares307
Event2026-03-31
Filed2026-04-13
AOM
ISHARES TR
0.00%
Shares632
Event2026-03-31
Filed2026-04-13
ERIC
TELEFONAKTIEBOLAGET LM ERICS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-13
TQQQ
PROSHARES TR
0.00%
Shares702
Event2026-03-31
Filed2026-04-13
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
1.95%
Shares262
Event2026-03-31
Filed2026-04-13
STAG
STAG INDUSTRIAL INC
0.00%
Shares787
Event2026-03-31
Filed2026-04-13
ALB
ALBEMARLE CORP
0.00%
Shares157
Event2026-03-31
Filed2026-04-13
ENB
ENBRIDGE INC
-12.71%
Shares515
Event2026-03-31
Filed2026-04-13
LRGF
ISHARES TR
0.00%
Shares420
Event2026-03-31
Filed2026-04-13
AKAM
AKAMAI TECHNOLOGIES INC
0.00%
Shares240
Event2026-03-31
Filed2026-04-13
SKYY
FIRST TR EXCHANGE-TRADED FD
New
Shares250
Event2026-03-31
Filed2026-04-13
GSY
INVESCO ACTIVELY MANAGED EXC
New
Shares543
Event2026-03-31
Filed2026-04-13
JEPI
J P MORGAN EXCHANGE TRADED F
New
Shares479
Event2026-03-31
Filed2026-04-13
LMBS
FIRST TR EXCHANGE-TRADED FD
New
Shares540
Event2026-03-31
Filed2026-04-13
VIPER ENERGY INC
VIPER ENERGY INC
0.00%
Shares563
Event2026-03-31
Filed2026-04-13
GSHD
GOOSEHEAD INS INC
4.98%
Shares611
Event2026-03-31
Filed2026-04-13
CMI
CUMMINS INC
33.33%
Shares48
Event2026-03-31
Filed2026-04-13
HII
HUNTINGTON INGALLS INDS INC
0.00%
Shares67
Event2026-03-31
Filed2026-04-13
MSIF
MSC INCOME FUND INC
50.11%
Shares2.1K
Event2026-03-31
Filed2026-04-13
IJT
ISHARES TR
0.00%
Shares174
Event2026-03-31
Filed2026-04-13
COF
CAPITAL ONE FINL CORP
0.00%
Shares138
Event2026-03-31
Filed2026-04-13
ETHA
ISHARES ETHEREUM TR
-49.89%
Shares1.6K
Event2026-03-31
Filed2026-04-13
WBS
WEBSTER FINL CORP
0.00%
Shares361
Event2026-03-31
Filed2026-04-13
AHH
AH RLTY TR INC
353.80%
Shares4.5K
Event2026-03-31
Filed2026-04-13
GPIX
GOLDMAN SACHS ETF TR
1.02%
Shares496
Event2026-03-31
Filed2026-04-13
ICE
INTERCONTINENTAL EXCHANGE IN
0.00%
Shares157
Event2026-03-31
Filed2026-04-13
DON
WISDOMTREE TR
0.00%
Shares450
Event2026-03-31
Filed2026-04-13
SHAK
SHAKE SHACK INC
0.00%
Shares266
Event2026-03-31
Filed2026-04-13
CMG
CHIPOTLE MEXICAN GRILL INC
5.45%
Shares735
Event2026-03-31
Filed2026-04-13
DTE
DTE ENERGY CO
67.02%
Shares157
Event2026-03-31
Filed2026-04-13
VFC
V F CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-13
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
0.00%
Shares193
Event2026-03-31
Filed2026-04-13
DRS
LEONARDO DRS INC
New
Shares500
Event2026-03-31
Filed2026-04-13
D
DOMINION ENERGY INC
0.00%
Shares360
Event2026-03-31
Filed2026-04-13
AMP
AMERIPRISE FINL INC
0.00%
Shares50
Event2026-03-31
Filed2026-04-13
BETA TECHNOLOGIES INC
BETA TECHNOLOGIES INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-13
NEE
NEXTERA ENERGY INC
0.00%
Shares229
Event2026-03-31
Filed2026-04-13
SO
SOUTHERN CO
-4.35%
Shares220
Event2026-03-31
Filed2026-04-13
AOS
SMITH A O CORP
0.00%
Shares319
Event2026-03-31
Filed2026-04-13
PSTG
EVERPURE INC
0.00%
Shares354
Event2026-03-31
Filed2026-04-13
RBLX
ROBLOX CORP
-38.50%
Shares369
Event2026-03-31
Filed2026-04-13
GILD
GILEAD SCIENCES INC
0.00%
Shares149
Event2026-03-31
Filed2026-04-13
WELL
WELLTOWER INC
0.00%
Shares105
Event2026-03-31
Filed2026-04-13
LINDE PLC
LINDE PLC
0.00%
Shares41
Event2026-03-31
Filed2026-04-13
NXP
NUVEEN SELECT TAX-FREE INCOM
New
Shares1.4K
Event2026-03-31
Filed2026-04-13
OHI
OMEGA HEALTHCARE INVS INC
24.32%
Shares460
Event2026-03-31
Filed2026-04-13
ADP
AUTOMATIC DATA PROCESSING IN
39.44%
Shares99
Event2026-03-31
Filed2026-04-13
DLR
DIGITAL RLTY TR INC
-40.22%
Shares110
Event2026-03-31
Filed2026-04-13
SRE
SEMPRA
0.00%
Shares204
Event2026-03-31
Filed2026-04-13
CBRE
CBRE GROUP INC
31.53%
Shares146
Event2026-03-31
Filed2026-04-13
HR
HEALTHCARE RLTY TR
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-13
GIS
GENERAL MILLS INC
0.00%
Shares525
Event2026-03-31
Filed2026-04-13
QQQM
INVESCO EXCH TRADED FD TR II
0.00%
Shares82
Event2026-03-31
Filed2026-04-13
UFPT
UFP TECHNOLOGIES INC
0.00%
Shares100
Event2026-03-31
Filed2026-04-13
GPCR
STRUCTURE THERAPEUTICS INC
0.00%
Shares400
Event2026-03-31
Filed2026-04-13
CMCSA
COMCAST CORP NEW
-2.06%
Shares667
Event2026-03-31
Filed2026-04-13
HYG
ISHARES TR
724.14%
Shares239
Event2026-03-31
Filed2026-04-13
FLEX
FLEXTRONICS INTL LTD
0.00%
Shares290
Event2026-03-31
Filed2026-04-13
MTDR
MATADOR RES CO
-25.00%
Shares300
Event2026-03-31
Filed2026-04-13
TMC
TMC THE METALS COMPANY INC
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-13
IGIB
ISHARES TR
New
Shares350
Event2026-03-31
Filed2026-04-13
BUFQ
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares527
Event2026-03-31
Filed2026-04-13
FIXD
FIRST TR EXCHNG TRADED FD VI
42400.00%
Shares425
Event2026-03-31
Filed2026-04-13
NI
NISOURCE INC
0.00%
Shares395
Event2026-03-31
Filed2026-04-13
UCON
FIRST TR EXCHNG TRADED FD VI
New
Shares735
Event2026-03-31
Filed2026-04-13
UPBD
UPBOUND GROUP INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
CELESTICA INC
CELESTICA INC
-3.03%
Shares64
Event2026-03-31
Filed2026-04-13
DE
DEERE & CO
68.42%
Shares32
Event2026-03-31
Filed2026-04-13
MOG.A
MOOG INC
0.00%
Shares61
Event2026-03-31
Filed2026-04-13
NKX
NUVEEN CALIF AMT FREE MUNI I
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
KEYS
KEYSIGHT TECHNOLOGIES INC
0.00%
Shares63
Event2026-03-31
Filed2026-04-13
NE
NOBLE CORP PLC
0.00%
Shares360
Event2026-03-31
Filed2026-04-13
VV
VANGUARD INDEX FDS
0.00%
Shares59
Event2026-03-31
Filed2026-04-13
FDN
FIRST TR EXCHANGE-TRADED FD
New
Shares75
Event2026-03-31
Filed2026-04-13
NAC
NUVEEN CA DIVI ADV MUN
New
Shares1.5K
Event2026-03-31
Filed2026-04-13
RITM
RITHM CAPITAL CORP
-0.06%
Shares1.8K
Event2026-03-31
Filed2026-04-13
BR
BROADRIDGE FINL SOLUTIONS IN
5.00%
Shares105
Event2026-03-31
Filed2026-04-13
SLI
STANDARD LITHIUM LTD
0.00%
Shares5.0K
Event2026-03-31
Filed2026-04-13
CBT
CABOT CORP
0.00%
Shares226
Event2026-03-31
Filed2026-04-13
STIP
ISHARES TR
New
Shares164
Event2026-03-31
Filed2026-04-13
CGW
INVESCO EXCH TRADED FD TR II
69.87%
Shares265
Event2026-03-31
Filed2026-04-13
LDUR
PIMCO ETF TR
New
Shares176
Event2026-03-31
Filed2026-04-13
MDLZ
MONDELEZ INTL INC
0.00%
Shares286
Event2026-03-31
Filed2026-04-13
PAAS
PAN AMERN SILVER CORP
0.00%
Shares300
Event2026-03-31
Filed2026-04-13
BBY
BEST BUY INC
-46.96%
Shares253
Event2026-03-31
Filed2026-04-13
HAL
HALLIBURTON CO
0.00%
Shares415
Event2026-03-31
Filed2026-04-13
NXT
NEXTPOWER INC
0.00%
Shares133
Event2026-03-31
Filed2026-04-13
FDX
FEDEX CORP
0.00%
Shares45
Event2026-03-31
Filed2026-04-13
SYM
SYMBOTIC INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-13
FCG
FIRST TR EXCHANGE-TRADED FD
New
Shares502
Event2026-03-31
Filed2026-04-13
FXL
FIRST TR EXCHANGE-TRADED FD
New
Shares100
Event2026-03-31
Filed2026-04-13
AMT
AMERICAN TOWER CORP
12.20%
Shares92
Event2026-03-31
Filed2026-04-13
PNC
PNC FINL SVCS GROUP INC
0.00%
Shares76
Event2026-03-31
Filed2026-04-13
DVN
DEVON ENERGY CORP NEW
0.00%
Shares314
Event2026-03-31
Filed2026-04-13
XLU
SELECT SECTOR SPDR TR
14.33%
Shares343
Event2026-03-31
Filed2026-04-13
NEM
NEWMONT CORP
-67.34%
Shares145
Event2026-03-31
Filed2026-04-13
FN
FABRINET
0.00%
Shares30
Event2026-03-31
Filed2026-04-13
IUSB
ISHARES TR
-5.87%
Shares337
Event2026-03-31
Filed2026-04-13
CITIGROUP INC
CITIGROUP INC
0.00%
Shares137
Event2026-03-31
Filed2026-04-13
FTC
FIRST TR EXCHANGE-TRADED ALP
New
Shares100
Event2026-03-31
Filed2026-04-13
GFF
GRIFFON CORP
0.00%
Shares212
Event2026-03-31
Filed2026-04-13
EWC
ISHARES INC
New
Shares279
Event2026-03-31
Filed2026-04-13
PH
PARKER-HANNIFIN CORP
0.00%
Shares17
Event2026-03-31
Filed2026-04-13
EOG
EOG RES INC
0.00%
Shares105
Event2026-03-31
Filed2026-04-13
XLK
SELECT SECTOR SPDR TR
0.00%
Shares114
Event2026-03-31
Filed2026-04-13
USAR
USA RARE EARTH INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
BSM
BLACK STONE MINERALS L P
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-13
RWL
INVESCO EXCH TRADED FD TR II
0.00%
Shares130
Event2026-03-31
Filed2026-04-13
LEAD
SIREN ETF TR
2.66%
Shares193
Event2026-03-31
Filed2026-04-13
UNILEVER PLC
UNILEVER PLC
0.00%
Shares259
Event2026-03-31
Filed2026-04-13
MTB
M & T BK CORP
0.00%
Shares71
Event2026-03-31
Filed2026-04-13
OEF
ISHARES TR
New
Shares46
Event2026-03-31
Filed2026-04-13
SUN
SUNOCO LP/SUNOCO FIN CORP
27.27%
Shares224
Event2026-03-31
Filed2026-04-13
XYZ
BLOCK INC
0.00%
Shares240
Event2026-03-31
Filed2026-04-13
FNDF
SCHWAB STRATEGIC TR
0.00%
Shares295
Event2026-03-31
Filed2026-04-13
PLD
PROLOGIS INC.
57.97%
Shares109
Event2026-03-31
Filed2026-04-13
EXPE
EXPEDIA GROUP INC
0.00%
Shares62
Event2026-03-31
Filed2026-04-13
CDP
COPT DEFENSE PROPERTIES
0.00%
Shares467
Event2026-03-31
Filed2026-04-13
XLV
SELECT SECTOR SPDR TR
0.00%
Shares97
Event2026-03-31
Filed2026-04-13
SPG
SIMON PPTY GROUP INC NEW
0.00%
Shares76
Event2026-03-31
Filed2026-04-13
BXP
BXP INC
-3.56%
Shares271
Event2026-03-31
Filed2026-04-13
WDAY
WORKDAY INC
0.00%
Shares108
Event2026-03-31
Filed2026-04-13
NTAP
NETAPP INC
0.00%
Shares137
Event2026-03-31
Filed2026-04-13
ECL
ECOLAB INC
0.00%
Shares52
Event2026-03-31
Filed2026-04-13
ROBO
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares202
Event2026-03-31
Filed2026-04-13
MINT
PIMCO ETF TR
37.00%
Shares137
Event2026-03-31
Filed2026-04-13
PHIN
PHINIA INC
0.00%
Shares201
Event2026-03-31
Filed2026-04-13
DGX
QUEST DIAGNOSTICS INC
0.00%
Shares70
Event2026-03-31
Filed2026-04-13
PSTL
POSTAL REALTY TRUST INC
New
Shares738
Event2026-03-31
Filed2026-04-13
URA
GLOBAL X FDS
0.00%
Shares282
Event2026-03-31
Filed2026-04-13
MMM
3M CO
0.00%
Shares94
Event2026-03-31
Filed2026-04-13
TMUS
T-MOBILE US INC
0.00%
Shares65
Event2026-03-31
Filed2026-04-13
IWN
ISHARES TR
0.00%
Shares72
Event2026-03-31
Filed2026-04-13
ADBE
ADOBE INC
-60.56%
Shares56
Event2026-03-31
Filed2026-04-13
SMLF
ISHARES TR
0.00%
Shares180
Event2026-03-31
Filed2026-04-13
SPHQ
INVESCO EXCHANGE TRADED FD T
0.56%
Shares180
Event2026-03-31
Filed2026-04-13
IVE
ISHARES TR
0.00%
Shares64
Event2026-03-31
Filed2026-04-13
IWO
ISHARES TR
0.00%
Shares43
Event2026-03-31
Filed2026-04-13
CIBR
FIRST TR EXCHANGE-TRADED FD
88.50%
Shares213
Event2026-03-31
Filed2026-04-13
XLY
SELECT SECTOR SPDR TR
0.00%
Shares120
Event2026-03-31
Filed2026-04-13
SMH
VANECK ETF TRUST
0.00%
Shares34
Event2026-03-31
Filed2026-04-13
PFXF
VANECK ETF TRUST
0.00%
Shares735
Event2026-03-31
Filed2026-04-13
SLB
SLB LIMITED
0.00%
Shares250
Event2026-03-31
Filed2026-04-13
MAA
MID-AMER APT CMNTYS INC
0.00%
Shares105
Event2026-03-31
Filed2026-04-13
VMC
VULCAN MATLS CO
0.00%
Shares47
Event2026-03-31
Filed2026-04-13
WFC
WELLS FARGO & CO
0.00%
Shares160
Event2026-03-31
Filed2026-04-13
AEP
AMERICAN ELEC PWR CO INC
44.78%
Shares97
Event2026-03-31
Filed2026-04-13
VCIT
VANGUARD SCOTTSDALE FDS
0.00%
Shares153
Event2026-03-31
Filed2026-04-13
KNG
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares260
Event2026-03-31
Filed2026-04-13
FAF
FIRST AMERN FINL CORP
0.00%
Shares210
Event2026-03-31
Filed2026-04-13
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares75
Event2026-03-31
Filed2026-04-13
NEE-PS
NEXTERA ENERGY INC
0.00%
Shares220
Event2026-03-31
Filed2026-04-13
VTIP
VANGUARD MALVERN FDS
0.00%
Shares246
Event2026-03-31
Filed2026-04-13
SNPS
SYNOPSYS INC
-43.64%
Shares31
Event2026-03-31
Filed2026-04-13
MOD
MODINE MFG CO
0.00%
Shares56
Event2026-03-31
Filed2026-04-13
RY
ROYAL BK CDA
0.00%
Shares75
Event2026-03-31
Filed2026-04-13
EEMV
ISHARES INC
0.00%
Shares185
Event2026-03-31
Filed2026-04-13
BIRK
BIRKENSTOCK HOLDING PLC
57.97%
Shares327
Event2026-03-31
Filed2026-04-13
CHDN
CHURCHILL DOWNS INC
-49.81%
Shares130
Event2026-03-31
Filed2026-04-13
ED
CONSOLIDATED EDISON INC
0.00%
Shares102
Event2026-03-31
Filed2026-04-13
OKTA
OKTA INC
0.00%
Shares146
Event2026-03-31
Filed2026-04-13
FS SPECIALTY LENDING FD
FS SPECIALTY LENDING FD
0.00%
Shares916
Event2026-03-31
Filed2026-04-13
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares141
Event2026-03-31
Filed2026-04-13
ASTS
AST SPACEMOBILE INC
0.00%
Shares136
Event2026-03-31
Filed2026-04-13
TRFM
ETF SER SOLUTIONS
New
Shares242
Event2026-03-31
Filed2026-04-13
GMED
GLOBUS MED INC
0.00%
Shares130
Event2026-03-31
Filed2026-04-13
PAA
PLAINS ALL AMERN PIPELINE L
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
LPLA
LPL FINL HLDGS INC
-11.90%
Shares37
Event2026-03-31
Filed2026-04-13
IQLT
ISHARES TR
0.00%
Shares240
Event2026-03-31
Filed2026-04-13
FIX
COMFORT SYS USA INC
0.00%
Shares8
Event2026-03-31
Filed2026-04-13
COWZ
PACER FDS TR
0.00%
Shares176
Event2026-03-31
Filed2026-04-13
COIN
COINBASE GLOBAL INC
14.55%
Shares63
Event2026-03-31
Filed2026-04-13
PTLC
PACER FDS TR
0.00%
Shares209
Event2026-03-31
Filed2026-04-13
NMAX
NEWSMAX INC
0.00%
Shares2.1K
Event2026-03-31
Filed2026-04-13
SOLSTICE ADVANCED MATLS INC
SOLSTICE ADVANCED MATLS INC
0.00%
Shares142
Event2026-03-31
Filed2026-04-13
HLI
HOULIHAN LOKEY INC
0.00%
Shares75
Event2026-03-31
Filed2026-04-13
BDX
BECTON DICKINSON & CO
-6.85%
Shares68
Event2026-03-31
Filed2026-04-13
XLE
SELECT SECTOR SPDR TR
1350.00%
Shares174
Event2026-03-31
Filed2026-04-13
NOBL
PROSHARES TR
0.00%
Shares100
Event2026-03-31
Filed2026-04-13
SNA
SNAP ON INC
0.00%
Shares29
Event2026-03-31
Filed2026-04-13
SGDM
SPROTT ETF TRUST
0.00%
Shares139
Event2026-03-31
Filed2026-04-13
TJX
TJX COS INC NEW
12.07%
Shares65
Event2026-03-31
Filed2026-04-13
VLO
VALERO ENERGY CORP
0.00%
Shares42
Event2026-03-31
Filed2026-04-13
DRI
DARDEN RESTAURANTS INC
0.00%
Shares53
Event2026-03-31
Filed2026-04-13
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares52
Event2026-03-31
Filed2026-04-13
ZWS
ZURN ELKAY WATER SOLNS CORP
0.00%
Shares226
Event2026-03-31
Filed2026-04-13
KMB
KIMBERLY-CLARK CORP
40.00%
Shares105
Event2026-03-31
Filed2026-04-13
CRUS
CIRRUS LOGIC INC
0.00%
Shares70
Event2026-03-31
Filed2026-04-13
IDXX
IDEXX LABS INC
-21.74%
Shares18
Event2026-03-31
Filed2026-04-13
CEV
EATON VANCE CALIF MUN INCOM
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
USHY
ISHARES TR
0.00%
Shares272
Event2026-03-31
Filed2026-04-13
VPU
VANGUARD WORLD FD
New
Shares50
Event2026-03-31
Filed2026-04-13
MAIN
MAIN STR CAP CORP
0.00%
Shares187
Event2026-03-31
Filed2026-04-13
TMO
THERMO FISHER SCIENTIFIC INC
-28.57%
Shares20
Event2026-03-31
Filed2026-04-13
EQIX
EQUINIX INC
0.00%
Shares10
Event2026-03-31
Filed2026-04-13
VYM
VANGUARD WHITEHALL FDS
109.68%
Shares65
Event2026-03-31
Filed2026-04-13
FDEC
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares193
Event2026-03-31
Filed2026-04-13
COKE
COCA COLA CONS INC
New
Shares50
Event2026-03-31
Filed2026-04-13
FNDE
SCHWAB STRATEGIC TR
42.86%
Shares250
Event2026-03-31
Filed2026-04-13
GME
GAMESTOP CORP
0.00%
Shares410
Event2026-03-31
Filed2026-04-13
NCA
NUVEEN CALIFORNIA MUNI VLU F
New
Shares1.0K
Event2026-03-31
Filed2026-04-13
LIT
GLOBAL X FDS
0.00%
Shares125
Event2026-03-31
Filed2026-04-13
HLN
HALEON PLC
0.00%
Shares916
Event2026-03-31
Filed2026-04-13
BWA
BORGWARNER INC
0.00%
Shares168
Event2026-03-31
Filed2026-04-13
GM
GENERAL MTRS CO
0.00%
Shares121
Event2026-03-31
Filed2026-04-13
TFC
TRUIST FINL CORP
0.00%
Shares195
Event2026-03-31
Filed2026-04-13
MFC
MANULIFE FINL CORP
-72.92%
Shares260
Event2026-03-31
Filed2026-04-13
OLMA
OLEMA PHARMACEUTICALS INC
0.00%
Shares600
Event2026-03-31
Filed2026-04-13
BTE
BAYTEX ENERGY CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-13
NRG
NRG ENERGY INC
0.00%
Shares61
Event2026-03-31
Filed2026-04-13
DELL
DELL TECHNOLOGIES INC
0.00%
Shares54
Event2026-03-31
Filed2026-04-13
USXF
ISHARES TR
0.00%
Shares160
Event2026-03-31
Filed2026-04-13
VMI
VALMONT INDS INC
0.00%
Shares22
Event2026-03-31
Filed2026-04-13
VST
VISTRA CORP
-32.56%
Shares58
Event2026-03-31
Filed2026-04-13
HXL
HEXCEL CORP NEW
0.00%
Shares107
Event2026-03-31
Filed2026-04-13
MCHP
MICROCHIP TECHNOLOGY INC.
8.06%
Shares134
Event2026-03-31
Filed2026-04-13
POWL
POWELL INDS INC
166.67%
Shares16
Event2026-03-31
Filed2026-04-13
AVY
AVERY DENNISON CORP
0.00%
Shares50
Event2026-03-31
Filed2026-04-13
INQQ
EXCHANGE TRADED CONCEPTS TRU
0.00%
Shares735
Event2026-03-31
Filed2026-04-13
ETHE
GRAYSCALE ETHEREUM STAKING E
0.00%
Shares500
Event2026-03-31
Filed2026-04-13
RMBS
RAMBUS INC DEL
0.00%
Shares99
Event2026-03-31
Filed2026-04-13
BFS
SAUL CTRS INC
0.38%
Shares261
Event2026-03-31
Filed2026-04-13

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available