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The Analysis of World Investment Advisors's Holdings & P&L

Currently, World Investment Advisors holds 1557 types of securities in its portfolio with a total value $6.2B. In the most recent quarter, they have increased their positions in SCHV (+996.4K shares, valued at $30.4M), SCHG (+795.8K shares, valued at $23.2M), IDEV (+226.0K shares, valued at $18.9M); decreased their positions in IVW (-273.5K shares, valued at $30.9M), N/A (-27.5K shares, valued at $16.4M), SMMD (-160.3K shares, valued at $12.2M); initiated new positions in RYN (+338.5K shares, valued at $7.0M), BLCR (+103.1K shares, valued at $4.2M), IDEF (+125.3K shares, valued at $4.1M).

1M P&L

+143.5M+2.48%

3M P&L

-161.8M-2.65%

HY P&L

+146.4M+2.53%

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/A3.3B

58.7%

2Consumer Electronics221.3M

4.0%

3Semiconductors171.1M

3.1%

Top Industries by Stock Count

1N/A832 stocks

56.5%

2Banks - Regional32 stocks

2.2%

3Asset Management24 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC870.1K shares-0.80%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS240.0K shares-10.28%2026-03-312026-04-27

MSFT MICROSOFT CORP280.5K shares2.96%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS1.2M shares6.02%2026-03-312026-04-27

SPYM SPDR SERIES TRUST1.2M shares-11.87%2026-03-312026-04-27

NVDA NVIDIA CORPORATION478.3K shares0.57%2026-03-312026-04-27

AMZN AMAZON COM INC382.0K shares0.64%2026-03-312026-04-27

ALPHABET INC ALPHABET INC270.5K shares-1.54%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO240.9K shares-2.06%2026-03-312026-04-27

IVV ISHARES TR105.5K shares10.97%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS789.4K shares22.95%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR2.0M shares101.57%2026-03-312026-04-27

ALPHABET INC ALPHABET INC195.7K shares2.65%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS863.9K shares50.66%2026-03-312026-04-27

BROADCOM INC BROADCOM INC177.8K shares0.02%2026-03-312026-04-27

META META PLATFORMS INC94.1K shares0.94%2026-03-312026-04-27

Sponsored

SCHG SCHWAB STRATEGIC TR1.8M shares79.34%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR90.8K shares-0.54%2026-03-312026-04-27

CHD CHURCH & DWIGHT CO INC558.7K shares-0.03%2026-03-312026-04-27

SLQD ISHARES TR1.0M shares3.82%2026-03-312026-04-27

IVE ISHARES TR238.6K shares-0.63%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T76.6K shares-2.76%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR441.5K shares6.66%2026-03-312026-04-27

XOM EXXON MOBIL CORP285.4K shares-5.85%2026-03-312026-04-27

Sponsored

SCHX SCHWAB STRATEGIC TR1.6M shares-2.89%2026-03-312026-04-27

IJS ISHARES TR342.8K shares14.03%2026-03-312026-04-27

IXUS ISHARES TR462.1K shares0.09%2026-03-312026-04-27

WMT WALMART INC303.9K shares-5.10%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON153.6K shares-4.79%2026-03-312026-04-27

V VISA INC118.5K shares-0.57%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL74.0K shares1.75%2026-03-312026-04-27

IJJ ISHARES TR265.4K shares3.75%2026-03-312026-04-27

Sponsored

IEFA ISHARES TR363.5K shares-26.07%2026-03-312026-04-27

IJR ISHARES TR263.0K shares7.45%2026-03-312026-04-27

VTI VANGUARD INDEX FDS100.2K shares0.98%2026-03-312026-04-27

STIP ISHARES TR308.6K shares-10.61%2026-03-312026-04-27

IDEV ISHARES TR366.6K shares160.77%2026-03-312026-04-27

DFAI DIMENSIONAL ETF TRUST766.6K shares7.14%2026-03-312026-04-27

IEMG ISHARES INC417.8K shares30.60%2026-03-312026-04-27

IVW ISHARES TR257.4K shares-51.51%2026-03-312026-04-27

Sponsored

IUSB ISHARES TR611.8K shares4.61%2026-03-312026-04-27

ABBV ABBVIE INC127.8K shares0.15%2026-03-312026-04-27

EMXC ISHARES INC351.3K shares56.28%2026-03-312026-04-27

AMAT APPLIED MATLS INC78.4K shares-4.75%2026-03-312026-04-27

VBR VANGUARD INDEX FDS123.2K shares-1.64%2026-03-312026-04-27

AGG ISHARES TR263.4K shares-9.86%2026-03-312026-04-27

VUG VANGUARD INDEX FDS58.2K shares5.54%2026-03-312026-04-27

VOE VANGUARD INDEX FDS135.5K shares0.58%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO27.1K shares12.13%2026-03-312026-04-27

HD HOME DEPOT INC74.7K shares-6.81%2026-03-312026-04-27

PSLV SPROTT ASSET MANAGEMENT LP1.0M shares12.78%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL31 shares0.00%2026-03-312026-04-27

EFV ISHARES TR298.8K shares-5.63%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC65.5K shares-1.46%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC427.6K shares-8.32%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II90.0K shares4.40%2026-03-312026-04-27

Sponsored

SCHF SCHWAB STRATEGIC TR843.3K shares-0.65%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION19.8K shares-1.39%2026-03-312026-04-27

VB VANGUARD INDEX FDS74.8K shares11.86%2026-03-312026-04-27

VO VANGUARD INDEX FDS68.2K shares5.00%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC118.1K shares2.48%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T398.1K shares26.69%2026-03-312026-04-27

VGT VANGUARD WORLD FD26.4K shares0.45%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP193.3K shares4.50%2026-03-312026-04-27

Sponsored

MUB ISHARES TR171.0K shares-12.91%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR397.0K shares13.96%2026-03-312026-04-27

AVDE AMERICAN CENTY ETF TR209.0K shares6.29%2026-03-312026-04-27

CVIE MORGAN STANLEY ETF TRUST241.1K shares2.35%2026-03-312026-04-27

TSLA TESLA INC47.1K shares-0.44%2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC40.1K shares-2.26%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC48.3K shares-0.13%2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR173.1K shares-11.49%2026-03-312026-04-27

Sponsored

ADI ANALOG DEVICES INC54.2K shares-1.95%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II332.2K shares10.34%2026-03-312026-04-27

CVX CHEVRON CORPORATION81.1K shares-4.79%2026-03-312026-04-27

PG PROCTER & GAMBLE CO115.1K shares8.64%2026-03-312026-04-27

VTV VANGUARD INDEX FDS84.7K shares2.84%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS74.4K shares1.90%2026-03-312026-04-27

FDVV FIDELITY COVINGTON TRUST285.9K shares1.17%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR308.8K shares11.63%2026-03-312026-04-27

Sponsored

UPS UNITED PARCEL SVCS INC156.9K shares-0.08%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR172.9K shares-7.44%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC3.6K shares17.98%2026-03-312026-04-27

CSCO CISCO SYS INC195.5K shares-1.52%2026-03-312026-04-27

SMH VANECK ETF TRUST38.2K shares1.68%2026-03-312026-04-27

GLD SPDR GOLD TR34.0K shares3.76%2026-03-312026-04-27

LRGF ISHARES TR217.8K shares26.12%2026-03-312026-04-27

GTO INVESCO ACTIVELY MANAGED EXC306.2K shares8.27%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS59.1K shares-10.57%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T74.2K shares120.03%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F248.9K shares5.19%2026-03-312026-04-27

IQV IQVIA HLDGS INC82.1K shares0.53%2026-03-312026-04-27

IGIB ISHARES TR258.7K shares10.29%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR448.1K shares4.22%2026-03-312026-04-27

TT TRANE TECHNOLOGIES PLC32.8K shares-2.98%2026-03-312026-04-27

BUFR FIRST TR EXCHNG TRADED FD VI403.6K shares7.30%2026-03-312026-04-27

Sponsored

TJX TJX COS INC NEW85.3K shares-1.15%2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST230.8K shares-16.22%2026-03-312026-04-27

O REALTY INCOME CORP219.0K shares-0.81%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR165.6K shares385.13%2026-03-312026-04-27

CGBL CAPITAL GROUP CORE BALANCED381.9K shares39.41%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC64.5K shares-2.17%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE307.5K shares6.72%2026-03-312026-04-27

KO COCA COLA CO171.5K shares-9.07%2026-03-312026-04-27

Sponsored

CITIGROUP INC CITIGROUP INC114.6K shares-8.67%2026-03-312026-04-27

CRM SALESFORCE INC68.8K shares-4.64%2026-03-312026-04-27

IAUM ISHARES GOLD TR274.9K shares18.82%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR519.9K shares-8.01%2026-03-312026-04-27

MPC MARATHON PETE CORP51.6K shares-2.39%2026-03-312026-04-27

RTX RTX CORPORATION65.3K shares4.53%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC144.6K shares-13.60%2026-03-312026-04-27

SUSA ISHARES TR94.8K shares-6.00%2026-03-312026-04-27

Sponsored

VCSH VANGUARD SCOTTSDALE FDS157.5K shares7.14%2026-03-312026-04-27

QUAL ISHARES TR65.1K shares0.67%2026-03-312026-04-27

SMMD ISHARES TR163.1K shares-49.58%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS257.2K shares5.87%2026-03-312026-04-27

MA MASTERCARD INCORPORATED24.6K shares-1.71%2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I42.2K shares1.77%2026-03-312026-04-27

CB CHUBB LTD SWITZ37.6K shares-3.14%2026-03-312026-04-27

MCD MCDONALDS CORP38.4K shares-4.96%2026-03-312026-04-27

Sponsored

GEV GE VERNOVA INC13.6K shares0.67%2026-03-312026-04-27

DBEF DBX ETF TR240.1K shares32.21%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS79.7K shares-5.71%2026-03-312026-04-27

BALT INNOVATOR ETFS TRUST348.6K shares4.14%2026-03-312026-04-27

SDY SPDR SERIES TRUST79.6K shares-0.80%2026-03-312026-04-27

RDVY FIRST TR EXCHANGE TRADED FD168.9K shares6.44%2026-03-312026-04-27

CME CME GROUP INC38.6K shares-1.09%2026-03-312026-04-27

SIVR ABRDN SILVER ETF TRUST157.8K shares-2.66%2026-03-312026-04-27

Sponsored

BDYN BLACKROCK ETF TRUST464.4K shares7.63%2026-03-312026-04-27

VXF VANGUARD INDEX FDS54.7K shares15.09%2026-03-312026-04-27

SMTH ALPS ETF TR436.0K shares10.44%2026-03-312026-04-27

IQLT ISHARES TR241.4K shares3.74%2026-03-312026-04-27

DGRW WISDOMTREE TR121.0K shares-1.22%2026-03-312026-04-27

MBB ISHARES TR110.9K shares-1.74%2026-03-312026-04-27

ORCL ORACLE CORP71.6K shares22.48%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR79.2K shares-2.31%2026-03-312026-04-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS127.0K shares296.27%2026-03-312026-04-27

COP CONOCOPHILLIPS79.1K shares4.61%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC85.8K shares-2.20%2026-03-312026-04-27

SPTL SPDR SERIES TRUST390.9K shares4.91%2026-03-312026-04-27

COWZ PACER FDS TR163.3K shares4.27%2026-03-312026-04-27

PJUL INNOVATOR ETFS TRUST219.6K shares7.11%2026-03-312026-04-27

PFE PFIZER INC359.0K shares-9.80%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 4016.2K shares-2.44%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.102.3K shares26.28%2026-03-312026-04-27

XMMO INVESCO EXCHANGE TRADED FD T67.5K shares919.18%2026-03-312026-04-27

WFC WELLS FARGO & CO122.5K shares4.00%2026-03-312026-04-27

CMCSA COMCAST CORP NEW338.9K shares3.01%2026-03-312026-04-27

ABNB AIRBNB INC76.9K shares1.08%2026-03-312026-04-27

T AT&T INC334.6K shares-1.28%2026-03-312026-04-27

IJH ISHARES TR142.2K shares-4.83%2026-03-312026-04-27

BAC BANK AMERICA CORP196.8K shares-19.39%2026-03-312026-04-27

Sponsored

DIS DISNEY WALT CO98.3K shares1.88%2026-03-312026-04-27

SHY ISHARES TR114.0K shares-2.08%2026-03-312026-04-27

NEE NEXTERA ENERGY INC101.0K shares3.33%2026-03-312026-04-27

TCAF T ROWE PRICE ETF INC260.3K shares2.73%2026-03-312026-04-27

EFG ISHARES TR81.9K shares215.70%2026-03-312026-04-27

UNP UNION PAC CORP37.4K shares-4.01%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION69.2K shares-1.87%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC78.7K shares-1.44%2026-03-312026-04-27

Sponsored

UBER UBER TECHNOLOGIES INC124.9K shares35.06%2026-03-312026-04-27

XLG INVESCO EXCHANGE TRADED FD T164.7K shares0.13%2026-03-312026-04-27

ELV ELEVANCE HEALTH INC FORMERLY30.4K shares7.45%2026-03-312026-04-27

DRI DARDEN RESTAURANTS INC45.2K shares0.32%2026-03-312026-04-27

PEP PEPSICO INC56.4K shares1.68%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP245.1K shares18.03%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP14.2K shares-3.61%2026-03-312026-04-27

BK BANK NEW YORK MELLON CORP72.3K shares0.08%2026-03-312026-04-27

Sponsored

VWO VANGUARD INTL EQUITY INDEX F158.0K shares-30.40%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC10.1K shares-18.60%2026-03-312026-04-27

VXUS VANGUARD STAR FDS110.2K shares6.21%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC31.4K shares-31.80%2026-03-312026-04-27

CAT CATERPILLAR INC12.0K shares-1.30%2026-03-312026-04-27

IWF ISHARES TR19.9K shares45.74%2026-03-312026-04-27

LVHI LEGG MASON ETF INVT208.5K shares-40.99%2026-03-312026-04-27

BLV VANGUARD BD INDEX FDS122.6K shares14.83%2026-03-312026-04-27

Sponsored

ALL ALLSTATE CORP40.5K shares1.31%2026-03-312026-04-27

RSSB TIDAL TRUST II307.3K shares7.18%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP24.3K shares3.91%2026-03-312026-04-27

TMO THERMO FISHER SCIENTIFIC INC17.0K shares-1.57%2026-03-312026-04-27

SUB ISHARES TR78.1K shares17.22%2026-03-312026-04-27

BDVL BLACKROCK ETF TRUST330.3K shares0.22%2026-03-312026-04-27

QCOM QUALCOMM INC63.1K shares-2.77%2026-03-312026-04-27

IWM ISHARES TR32.7K shares-0.57%2026-03-312026-04-27

Sponsored

TLH ISHARES TR79.7K shares-8.05%2026-03-312026-04-27

SBUX STARBUCKS CORP89.1K shares2.45%2026-03-312026-04-27

MTUM ISHARES TR33.0K shares3.50%2026-03-312026-04-27

SPAB SPDR SERIES TRUST308.5K shares10.31%2026-03-312026-04-27

GOVT ISHARES TR336.0K shares140.87%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TRUST170.1K shares2.54%2026-03-312026-04-27

CGGR CAPITAL GROUP GROWTH ETF190.7K shares17.39%2026-03-312026-04-27

BUFF INNOVATOR ETFS TRUST152.0K shares0.94%2026-03-312026-04-27

Sponsored

FLQL FRANKLIN TEMPLETON ETF TR109.9K shares-3.91%2026-03-312026-04-27

ETR ENTERGY CORP NEW65.9K shares8.79%2026-03-312026-04-27

AMGN AMGEN INC21.0K shares0.22%2026-03-312026-04-27

SPGI S&P GLOBAL INC17.4K shares-5.85%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC50.2K shares2.56%2026-03-312026-04-27

RECS COLUMBIA ETF TR I187.7K shares12.82%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS99.1K shares6.84%2026-03-312026-04-27

TXN TEXAS INSTRS INC37.5K shares5.36%2026-03-312026-04-27

Sponsored

RSBT TIDAL TRUST II385.3K shares-1.27%2026-03-312026-04-27

IXN ISHARES TR72.6K shares-15.53%2026-03-312026-04-27

BAI BLACKROCK ETF TRUST219.8K shares-1.33%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE25.4K shares14.39%2026-03-312026-04-27

EEMV ISHARES INC110.1K shares32.48%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR144.3K shares-4.27%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC35.5K shares-2.41%2026-03-312026-04-27

RYN RAYONIER INC338.5K sharesnew addition2026-03-312026-04-27

Sponsored

USHY ISHARES TR183.7K shares-2.35%2026-03-312026-04-27

NVS NOVARTIS AG44.2K shares-11.94%2026-03-312026-04-27

LOW LOWES COS INC28.5K shares-2.53%2026-03-312026-04-27

MO ALTRIA GROUP INC101.3K shares-2.78%2026-03-312026-04-27

MCK MCKESSON CORP7.7K shares8.22%2026-03-312026-04-27

NOBL PROSHARES TR61.8K shares-1.22%2026-03-312026-04-27

CMI CUMMINS INC12.2K shares-1.93%2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS110.1K shares21.58%2026-03-312026-04-27

Sponsored

AAAU GOLDMAN SACHS PHYSICAL GOLD139.3K shares-5.22%2026-03-312026-04-27

PFEB INNOVATOR ETFS TRUST159.2K shares8.95%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II56.0K shares-9.61%2026-03-312026-04-27

BIL SPDR SERIES TRUST68.3K shares410.74%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR42.5K shares3.89%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC63.0K shares-6.93%2026-03-312026-04-27

HON HONEYWELL INTL INC27.5K shares-9.12%2026-03-312026-04-27

EFA ISHARES TR63.7K shares-1.52%2026-03-312026-04-27

Sponsored

USMV ISHARES TR65.7K shares-4.05%2026-03-312026-04-27

VMBS VANGUARD SCOTTSDALE FDS129.1K shares27.78%2026-03-312026-04-27

FBT FIRST TR EXCHANGE-TRADED FD29.7K shares275.57%2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS54.1K shares-35.86%2026-03-312026-04-27

IJK ISHARES TR58.7K shares17.91%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND12.7K shares-0.57%2026-03-312026-04-27

ABT ABBOTT LABORATORIES57.4K shares-8.72%2026-03-312026-04-27

DXCM DEXCOM INC92.7K shares42.48%2026-03-312026-04-27

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DGRO ISHARES TR80.6K shares-1.85%2026-03-312026-04-27

SYK STRYKER CORPORATION17.1K shares56.89%2026-03-312026-04-27

CGMU CAPITAL GRP FIXED INCM ETF T205.4K shares4.52%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.1K shares-8.38%2026-03-312026-04-27

CHGX1 EA SERIES TRUST206.8K shares0.00%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC16.4K shares15.72%2026-03-312026-04-27

NXPI NXP SEMICONDUCTORS N V28.1K shares-3.56%2026-03-312026-04-27

THRO BLACKROCK ETF TRUST152.5K shares3.26%2026-03-312026-04-27

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW42.0K shares-1.55%2026-03-312026-04-27

APH AMPHENOL CORP43.2K shares40.45%2026-03-312026-04-27

DFIV DIMENSIONAL ETF TRUST101.6K shares42.69%2026-03-312026-04-27

XMHQ INVESCO EXCHANGE TRADED FD T51.7K shares-3.96%2026-03-312026-04-27

ASML ASML HLDG NV4.0K shares12.84%2026-03-312026-04-27

EFAV ISHARES TR58.3K shares-1.86%2026-03-312026-04-27

OTF BLUE OWL TECHNOLOGY FIN CORP429.0K shares212.37%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN26.1K shares-6.96%2026-03-312026-04-27

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VNQ VANGUARD INDEX FDS59.7K shares17.06%2026-03-312026-04-27

BOXX EA SERIES TRUST45.3K shares1.85%2026-03-312026-04-27

FDN FIRST TR EXCHANGE-TRADED FD22.5K shares-13.68%2026-03-312026-04-27

MINT PIMCO ETF TR52.2K shares-0.04%2026-03-312026-04-27

MAR MARRIOTT INTL INC NEW16.0K shares-0.22%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR46.7K shares16.96%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR84.2K shares10.09%2026-03-312026-04-27

SPMD SPDR SERIES TRUST86.8K shares196.35%2026-03-312026-04-27

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FTXL FIRST TR EXCHANGE TRADED FD34.8K shares-10.24%2026-03-312026-04-27

CENCORA INC CENCORA INC16.3K shares5.38%2026-03-312026-04-27

BDX BECTON DICKINSON & CO32.4K shares29.05%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F91.6K shares6.76%2026-03-312026-04-27

ZTS ZOETIS INC42.7K shares43.82%2026-03-312026-04-27

ITOT ISHARES TR35.1K shares1.50%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC87.5K shares7.06%2026-03-312026-04-27

SJNK SPDR SERIES TRUST199.2K shares5.92%2026-03-312026-04-27

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ADBE ADOBE INC20.3K shares-10.49%2026-03-312026-04-27

MISL FIRST TR EXCHANGE-TRADED FD110.1K shares-6.95%2026-03-312026-04-27

FTCS FIRST TR EXCHANGE-TRADED FD52.7K shares-0.15%2026-03-312026-04-27

PSFF PACER FDS TR151.2K shares13.38%2026-03-312026-04-27

EAGG ISHARES TR100.7K shares-7.67%2026-03-312026-04-27

CINF CINCINNATI FINL CORP30.4K shares1.64%2026-03-312026-04-27

ICE INTERCONTINENTAL EXCHANGE IN30.4K shares135.64%2026-03-312026-04-27

IDV ISHARES TR111.7K shares-0.10%2026-03-312026-04-27

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ITA ISHARES TR21.7K shares-9.86%2026-03-312026-04-27

PEG PUBLIC SVC ENTERPRISE GROUP58.2K shares-29.84%2026-03-312026-04-27

MS MORGAN STANLEY28.6K shares1.48%2026-03-312026-04-27

IGOV ISHARES TR113.8K shares46.63%2026-03-312026-04-27

TBIL RBB FD INC92.3K shares-0.34%2026-03-312026-04-27

RSST TIDAL TRUST II161.8K shares-0.51%2026-03-312026-04-27

SLV ISHARES SILVER TR66.8K shares-2.54%2026-03-312026-04-27

NOW SERVICENOW INC43.6K shares-9.16%2026-03-312026-04-27

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JULW AIM ETF PRODUCTS TRUST116.8K shares-2.95%2026-03-312026-04-27

CHKP CHECK POINT SOFTWARE TECH LT31.7K shares5.20%2026-03-312026-04-27

ADSK AUTODESK INC18.9K shares1.32%2026-03-312026-04-27

LQD ISHARES TR41.5K shares19.64%2026-03-312026-04-27

STERIS PLC STERIS PLC20.4K shares-5.32%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP21.1K shares29.90%2026-03-312026-04-27

SCHC SCHWAB STRATEGIC TR95.7K shares-1.48%2026-03-312026-04-27

RJF RAYMOND JAMES FINL INC30.8K shares-1.96%2026-03-312026-04-27

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CMG CHIPOTLE MEXICAN GRILL INC139.0K shares-1.35%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS88.9K shares9.17%2026-03-312026-04-27

RWL INVESCO EXCH TRADED FD TR II38.5K shares2.09%2026-03-312026-04-27

SGOV ISHARES TR43.8K shares67.73%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC27.5K shares1.86%2026-03-312026-04-27

MGK VANGUARD WORLD FD11.9K shares-50.20%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR149.1K shares35.90%2026-03-312026-04-27

WM WASTE MGMT INC DEL18.7K shares-0.15%2026-03-312026-04-27

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GLW CORNING INC31.4K shares0.35%2026-03-312026-04-27

OMC OMNICOM GROUP INC56.6K shares6.39%2026-03-312026-04-27

BLCR BLACKROCK ETF TRUST103.1K sharesnew addition2026-03-312026-04-27

FDL FIRST TR EXCHANGE-TRADED FD83.3K shares12.92%2026-03-312026-04-27

GILD GILEAD SCIENCES INC30.1K shares-5.14%2026-03-312026-04-27

WDC WESTERN DIGITAL CORP15.3K shares156.81%2026-03-312026-04-27

TDIV FIRST TR EXCHANGE TRADED FD44.1K shares2.97%2026-03-312026-04-27

IDEF BLACKROCK ETF TRUST125.3K sharesnew addition2026-03-312026-04-27

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DELL DELL TECHNOLOGIES INC24.8K shares103.63%2026-03-312026-04-27

IUS INVESCO EXCH TRD SLF IDX FD70.0K shares3.67%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR25.0K shares-3.65%2026-03-312026-04-27

BUYW NORTHERN LTS FD TR IV282.7K shares17.13%2026-03-312026-04-27

CVS CVS HEALTH CORP55.3K shares-24.65%2026-03-312026-04-27

WMB WILLIAMS COS INC54.4K shares-2.07%2026-03-312026-04-27

UFEB INNOVATOR ETFS TRUST108.8K shares0.00%2026-03-312026-04-27

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.1K shares-15.04%2026-03-312026-04-27

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INDB INDEPENDENT BK CORP MASS52.3K shares-0.02%2026-03-312026-04-27

SCZ ISHARES TR50.1K shares-9.20%2026-03-312026-04-27

FXO FIRST TR EXCHANGE-TRADED FD69.6K shares-24.45%2026-03-312026-04-27

MPWR MONOLITHIC PWR SYS INC3.6K shares-5.57%2026-03-312026-04-27

REGL PROSHARES TR44.8K shares-2.54%2026-03-312026-04-27

SPYG SPDR SERIES TRUST39.2K shares-53.77%2026-03-312026-04-27

IVLU ISHARES TR96.7K shares57.56%2026-03-312026-04-27

LHX L3HARRIS TECHNOLOGIES INC11.1K shares1.87%2026-03-312026-04-27

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CGUS CAPITAL GROUP CORE EQUITY ET99.1K shares13.95%2026-03-312026-04-27

PWR QUANTA SVCS INC6.9K shares-0.65%2026-03-312026-04-27

SNY SANOFI SA78.4K shares6.27%2026-03-312026-04-27

BLACKROCK INC BLACKROCK INC3.9K shares-0.25%2026-03-312026-04-27

ITW ILLINOIS TOOL WKS INC14.5K shares-14.13%2026-03-312026-04-27

CGSD CAPITAL GRP FIXED INCM ETF T145.5K shares54.22%2026-03-312026-04-27

APUE TRUST FOR PROFESSIONAL MANAG92.6K shares-1.02%2026-03-312026-04-27

FIXD FIRST TR EXCHNG TRADED FD VI84.9K shares-1.25%2026-03-312026-04-27

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MAS MASCO CORP60.6K shares5.32%2026-03-312026-04-27

FDX FEDEX CORP10.2K shares1.84%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP5.3K shares18.61%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO59.9K shares-7.07%2026-03-312026-04-27

SIXJ AIM ETF PRODUCTS TRUST107.9K shares38.67%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP12.6K shares0.89%2026-03-312026-04-27

OAIM UNIFIED SER TR83.9K shares6.24%2026-03-312026-04-27

IEUR ISHARES TR51.4K shares-27.12%2026-03-312026-04-27

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WELL WELLTOWER INC18.2K shares15.45%2026-03-312026-04-27

ECL ECOLAB INC13.4K shares0.64%2026-03-312026-04-27

JCPB J P MORGAN EXCHANGE TRADED F75.8K shares-1.63%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO11.8K shares-0.59%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP19.4K shares3.19%2026-03-312026-04-27

HDV ISHARES TR26.1K shares3.52%2026-03-312026-04-27

SHYG ISHARES TR83.0K shares8.28%2026-03-312026-04-27

COWG PACER FDS TR104.0K shares-12.76%2026-03-312026-04-27

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HYG ISHARES TR44.1K shares9.67%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS76.2K shares1.28%2026-03-312026-04-27

IWX ISHARES TR37.1K shares-2.46%2026-03-312026-04-27

AON PLC AON PLC10.7K shares226.41%2026-03-312026-04-27

CGDG CAPITAL GROUP DIVIDEND GROWE95.3K shares99.84%2026-03-312026-04-27

WWJD NORTHERN LTS FD TR IV91.4K shares8.86%2026-03-312026-04-27

SPDR SERIES TRUST SPDR SERIES TRUST35.5K shares7.73%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF88.3K shares18.45%2026-03-312026-04-27

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IAGG ISHARES TR67.7K shares4.82%2026-03-312026-04-27

VV VANGUARD INDEX FDS11.3K shares-56.83%2026-03-312026-04-27

WEC ENERGY GROUP INC WEC ENERGY GROUP INC29.0K shares1.73%2026-03-312026-04-27

FIS FIDELITY NATL INFORMATION SV71.4K shares-1.30%2026-03-312026-04-27

IWR ISHARES TR34.1K shares-1.71%2026-03-312026-04-27

IEF ISHARES TR34.7K shares-51.83%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC8.4K shares-5.14%2026-03-312026-04-27

PAPR INNOVATOR ETFS TRUST81.1K shares13.32%2026-03-312026-04-27

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SPYI NEOS ETF TRUST65.3K shares1373.97%2026-03-312026-04-27

SPYD SPDR SERIES TRUST70.8K shares-8.13%2026-03-312026-04-27

FVD FIRST TR EXCHANGE-TRADED FD68.4K shares-7.86%2026-03-312026-04-27

APRJ INNOVATOR ETFS TRUST131.1K shares1.86%2026-03-312026-04-27

EEM ISHARES TR56.1K shares15.44%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC28.0K shares-12.27%2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS33.6K shares1.56%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F61.8K shares51.76%2026-03-312026-04-27

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EW EDWARDS LIFESCIENCES CORP38.9K shares-2.73%2026-03-312026-04-27

BA BOEING CO15.6K shares11.25%2026-03-312026-04-27

KMX CARMAX INC74.8K shares-32.63%2026-03-312026-04-27

APRW AIM ETF PRODUCTS TRUST87.9K shares-0.83%2026-03-312026-04-27

OCTW AIM ETF PRODUCTS TRUST80.6K shares-4.00%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L81.6K shares-3.41%2026-03-312026-04-27

SBND COLUMBIA ETF TR I164.3K shares-11.93%2026-03-312026-04-27

BBY BEST BUY INC48.0K shares-4.50%2026-03-312026-04-27

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DVY ISHARES TR20.3K shares-6.15%2026-03-312026-04-27

NKE NIKE INC57.7K shares5.73%2026-03-312026-04-27

VDE VANGUARD WORLD FD17.4K shares0.55%2026-03-312026-04-27

USB US BANCORP57.4K shares-7.68%2026-03-312026-04-27

RODM LATTICE STRATEGIES TR75.5K shares-3.38%2026-03-312026-04-27

ORR EA SERIES TRUST81.3K shares3.15%2026-03-312026-04-27

JANW AIM ETF PRODUCTS TRUST81.0K shares-0.34%2026-03-312026-04-27

CSQ CALAMOS STRATEGIC TOTAL RETU172.0K shares17.47%2026-03-312026-04-27

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EWJ ISHARES INC34.5K shares30.49%2026-03-312026-04-27

NMI NUVEEN MUN INCOME FD INC276.7K sharesnew addition2026-03-312026-04-27

KRE SPDR SERIES TRUST44.3K shares-6.39%2026-03-312026-04-27

SO SOUTHERN CO29.9K shares-0.78%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC6.2K shares-9.39%2026-03-312026-04-27

EMR EMERSON ELEC CO21.9K shares-4.28%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F20.6K shares386.20%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS56.9K shares1.11%2026-03-312026-04-27

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XJH ISHARES TR62.4K shares2.33%2026-03-312026-04-27

APP APPLOVIN CORP7.1K shares26.09%2026-03-312026-04-27

BUFB INNOVATOR ETFS TRUST78.5K shares0.97%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC21.3K shares-2.27%2026-03-312026-04-27

CGCP CAPITAL GRP FIXED INCM ETF T124.3K shares45.90%2026-03-312026-04-27

INTC INTEL CORP62.9K shares11.19%2026-03-312026-04-27

NIE VIRTUS EQUITY & CONV INCM FD117.9K shares11.62%2026-03-312026-04-27

SHOP SHOPIFY INC23.1K shares-15.49%2026-03-312026-04-27

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CGGO CAPITAL GROUP GBL GROWTH EQT82.1K shares57.20%2026-03-312026-04-27

XAR SPDR SERIES TRUST10.7K shares-0.19%2026-03-312026-04-27

ASTRAZENECA PLC ASTRAZENECA PLC13.8K sharesnew addition2026-03-312026-04-27

APRH INNOVATOR ETFS TRUST110.0K shares-3.13%2026-03-312026-04-27

IWD ISHARES TR12.6K shares-34.81%2026-03-312026-04-27

POCT INNOVATOR ETFS TRUST62.2K shares15.75%2026-03-312026-04-27

PDI PIMCO DYNAMIC INCOME FD156.2K shares110.12%2026-03-312026-04-27

QTEC FIRST TR EXCHANGE-TRADED FD12.3K shares1.35%2026-03-312026-04-27

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VOT VANGUARD INDEX FDS10.3K shares-5.06%2026-03-312026-04-27

NUE NUCOR CORP15.7K shares-0.40%2026-03-312026-04-27

ORLY OREILLY AUTOMOTIVE INC28.4K shares10.26%2026-03-312026-04-27

IJT ISHARES TR18.1K shares-7.19%2026-03-312026-04-27

CGCB CAPITAL GRP FIXED INCM ETF T99.4K shares20.42%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP9.3K shares99.29%2026-03-312026-04-27

IWO ISHARES TR8.2K shares22.41%2026-03-312026-04-27

VIOV VANGUARD ADMIRAL FDS INC25.3K shares-39.90%2026-03-312026-04-27

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CDNS CADENCE DESIGN SYSTEM INC9.2K shares-5.02%2026-03-312026-04-27

PJAN INNOVATOR ETFS TRUST54.6K shares16.70%2026-03-312026-04-27

APCB TRUST FOR PROFESSIONAL MANAG85.4K shares0.33%2026-03-312026-04-27

IBHF ISHARES TR108.6K shares-32.28%2026-03-312026-04-27

IEI ISHARES TR21.0K shares16.24%2026-03-312026-04-27

KKR & CO INC KKR & CO INC26.9K shares-8.65%2026-03-312026-04-27

HWM HOWMET AEROSPACE INC10.7K shares-7.82%2026-03-312026-04-27

HMOP HARTFORD FDS EXCHANGE TRADED63.2K shares-13.20%2026-03-312026-04-27

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VLY VALLEY NATL BANCORP199.2K shares141.75%2026-03-312026-04-27

VHT VANGUARD WORLD FD9.0K shares0.34%2026-03-312026-04-27

CAOS EA SERIES TRUST26.9K shares616.82%2026-03-312026-04-27

DHR DANAHER CORP DEL12.9K shares-7.68%2026-03-312026-04-27

PVAL PUTNAM ETF TRUST52.3K shares163.91%2026-03-312026-04-27

SHEL SHELL PLC26.1K shares8.35%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC11.6K shares5.31%2026-03-312026-04-27

SHLD GLOBAL X FDS33.9K shares23.54%2026-03-312026-04-27

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MTD METTLER TOLEDO INTERNATIONAL1.9K shares-32.48%2026-03-312026-04-27

PH PARKER-HANNIFIN CORP2.7K shares-6.60%2026-03-312026-04-27

SPHD INVESCO EXCH TRADED FD TR II47.9K shares1.32%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL70.5K shares-15.53%2026-03-312026-04-27

VGK VANGUARD INTL EQUITY INDEX F28.5K shares6.77%2026-03-312026-04-27

MDYG SPDR SERIES TRUST24.4K shares2.03%2026-03-312026-04-27

DLR DIGITAL RLTY TR INC13.0K shares17.31%2026-03-312026-04-27

GSIE GOLDMAN SACHS ETF TR54.0K shares15.92%2026-03-312026-04-27

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SNDK SANDISK CORP3.6K sharesnew addition2026-03-312026-04-27

RDVI FIRST TR EXCHANGE-TRADED FD90.2K shares10.43%2026-03-312026-04-27

IYW ISHARES TR12.7K shares-10.18%2026-03-312026-04-27

SCHE SCHWAB STRATEGIC TR69.8K shares1.27%2026-03-312026-04-27

NJR NEW JERSEY RES CORP41.8K shares0.23%2026-03-312026-04-27

CGMM CAPITAL GROUP EQUITY ETF TR77.1K shares51.61%2026-03-312026-04-27

GSUS GOLDMAN SACHS ETF TR25.2K shares-7.37%2026-03-312026-04-27

DJD INVESCO EXCHANGE TRADED FD T37.7K shares0.74%2026-03-312026-04-27

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PLD PROLOGIS INC.17.0K shares-5.56%2026-03-312026-04-27

VEEV VEEVA SYS INC12.7K shares-1.29%2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR20.0K shares1.83%2026-03-312026-04-27

PAVE GLOBAL X FDS43.2K shares7.00%2026-03-312026-04-27

TQQQ PROSHARES TR52.6K shares-4.06%2026-03-312026-04-27

NEM NEWMONT CORP20.2K shares5.13%2026-03-312026-04-27

SPSM SPDR SERIES TRUST45.1K shares0.16%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR20.0K shares7.44%2026-03-312026-04-27

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STT STATE STR CORP17.2K shares602.99%2026-03-312026-04-27

ET ENERGY TRANSFER L P112.3K shares-1.93%2026-03-312026-04-27

PRI PRIMERICA INC8.6K shares10.01%2026-03-312026-04-27

PULS PGIM ETF TR43.5K shares658.57%2026-03-312026-04-27

MELI MERCADOLIBRE INC1.2K shares-6.07%2026-03-312026-04-27

PSX PHILLIPS 6611.7K shares-5.89%2026-03-312026-04-27

JPIE J P MORGAN EXCHANGE TRADED F46.1K shares5.37%2026-03-312026-04-27

ENB ENBRIDGE INC39.3K shares7.82%2026-03-312026-04-27

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ROE EA SERIES TRUST60.0K shares-0.41%2026-03-312026-04-27

CACI CACI INTL INC3.9K shares-2.56%2026-03-312026-04-27

PGX INVESCO EXCH TRADED FD TR II193.4K shares-3.61%2026-03-312026-04-27

QTUM ETF SER SOLUTIONS19.6K shares-5.12%2026-03-312026-04-27

MUNI PIMCO ETF TR40.3K shares4.21%2026-03-312026-04-27

IGSB ISHARES TR39.8K shares-5.70%2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS22.0K shares1.37%2026-03-312026-04-27

WAT WATERS CORP7.0K shares6.15%2026-03-312026-04-27

Sponsored

YYY AMPLIFY ETF TR186.9K shares19.76%2026-03-312026-04-27

DIVO AMPLIFY ETF TR46.0K shares16.28%2026-03-312026-04-27

ANGL VANECK ETF TRUST71.7K shares102.23%2026-03-312026-04-27

DE DEERE & CO3.6K shares6.02%2026-03-312026-04-27

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC8.7K shares450.09%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS34.0K shares0.09%2026-03-312026-04-27

IWB ISHARES TR5.7K shares-0.42%2026-03-312026-04-27

GRNY TIDAL TRUST I84.7K shares-0.20%2026-03-312026-04-27

Sponsored

IBB ISHARES TR12.0K shares0.89%2026-03-312026-04-27

FEBW AIM ETF PRODUCTS TRUST60.2K shares-8.59%2026-03-312026-04-27

KLAC KLA CORP1.4K shares-2.23%2026-03-312026-04-27

JULH INNOVATOR ETFS TRUST81.2K shares-5.60%2026-03-312026-04-27

VTR VENTAS INC24.4K shares-1.22%2026-03-312026-04-27

PGR PROGRESSIVE CORP10.1K shares-5.23%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD18.0K shares-1.64%2026-03-312026-04-27

LCTU BLACKROCK ETF TRUST28.3K shares-5.92%2026-03-312026-04-27

Sponsored

HGER HARBOR ETF TRUST64.1K shares14.76%2026-03-312026-04-27

MMM 3M CO13.7K shares7.58%2026-03-312026-04-27

FI FISERV INC35.6K shares-37.62%2026-03-312026-04-27

GQQQ EA SERIES TRUST68.9K shares12.20%2026-03-312026-04-27

USIG ISHARES TR38.7K shares8.81%2026-03-312026-04-27

SNPS SYNOPSYS INC5.0K shares5.99%2026-03-312026-04-27

DTCR GLOBAL X FDS80.9K shares-0.76%2026-03-312026-04-27

VWOB VANGUARD WHITEHALL FDS28.8K shares2.99%2026-03-312026-04-27

Sponsored

SU SUNCOR ENERGY INC NEW28.6K shares-0.89%2026-03-312026-04-27

PCY INVESCO EXCH TRADED FD TR II90.0K shares23.24%2026-03-312026-04-27

FTXO FIRST TR EXCHANGE TRADED FD51.8K shares47.01%2026-03-312026-04-27

SPGP INVESCO EXCHANGE TRADED FD T17.4K shares-11.63%2026-03-312026-04-27

AAPL

APPLE INC

-0.80%

Shares870.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-10.28%

Shares240.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

2.96%

Shares280.5K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

6.02%

Shares1.2M

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

-11.87%

Shares1.2M

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

0.57%

Shares478.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.64%

Shares382.0K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.54%

Shares270.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-2.06%

Shares240.9K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

10.97%

Shares105.5K

Event2026-03-31

Filed2026-04-27

BIV

VANGUARD BD INDEX FDS

22.95%

Shares789.4K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

101.57%

Shares2.0M

Event2026-03-31

Filed2026-04-27

ALPHABET INC

2.65%

Shares195.7K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

50.66%

Shares863.9K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

0.02%

Shares177.8K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

0.94%

Shares94.1K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB STRATEGIC TR

79.34%

Shares1.8M

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-0.54%

Shares90.8K

Event2026-03-31

Filed2026-04-27

CHD

CHURCH & DWIGHT CO INC

-0.03%

Shares558.7K

Event2026-03-31

Filed2026-04-27

SLQD

ISHARES TR

3.82%

Shares1.0M

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

-0.63%

Shares238.6K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-2.76%

Shares76.6K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

6.66%

Shares441.5K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

-5.85%

Shares285.4K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

-2.89%

Shares1.6M

Event2026-03-31

Filed2026-04-27

IJS

ISHARES TR

14.03%

Shares342.8K

Event2026-03-31

Filed2026-04-27

IXUS

ISHARES TR

0.09%

Shares462.1K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

-5.10%

Shares303.9K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-4.79%

Shares153.6K

Event2026-03-31

Filed2026-04-27

VISA INC

-0.57%

Shares118.5K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

1.75%

Shares74.0K

Event2026-03-31

Filed2026-04-27

IJJ

ISHARES TR

3.75%

Shares265.4K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-26.07%

Shares363.5K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

7.45%

Shares263.0K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.98%

Shares100.2K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

-10.61%

Shares308.6K

Event2026-03-31

Filed2026-04-27

IDEV

ISHARES TR

160.77%

Shares366.6K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TRUST

7.14%

Shares766.6K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

30.60%

Shares417.8K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-51.51%

Shares257.4K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

4.61%

Shares611.8K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.15%

Shares127.8K

Event2026-03-31

Filed2026-04-27

EMXC

ISHARES INC

56.28%

Shares351.3K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

-4.75%

Shares78.4K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

-1.64%

Shares123.2K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

-9.86%

Shares263.4K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

5.54%

Shares58.2K

Event2026-03-31

Filed2026-04-27

VOE

VANGUARD INDEX FDS

0.58%

Shares135.5K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

12.13%

Shares27.1K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-6.81%

Shares74.7K

Event2026-03-31

Filed2026-04-27

PSLV

SPROTT ASSET MANAGEMENT LP

12.78%

Shares1.0M

Event2026-03-31

Filed2026-04-27

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares31

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

-5.63%

Shares298.8K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.46%

Shares65.5K

Event2026-03-31

Filed2026-04-27

VERIZON COMMUNICATIONS INC

-8.32%

Shares427.6K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

4.40%

Shares90.0K

Event2026-03-31

Filed2026-04-27

SCHF

SCHWAB STRATEGIC TR

-0.65%

Shares843.3K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

-1.39%

Shares19.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

11.86%

Shares74.8K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

5.00%

Shares68.2K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

2.48%

Shares118.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

26.69%

Shares398.1K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

0.45%

Shares26.4K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

4.50%

Shares193.3K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

-12.91%

Shares171.0K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

13.96%

Shares397.0K

Event2026-03-31

Filed2026-04-27

AVDE

AMERICAN CENTY ETF TR

6.29%

Shares209.0K

Event2026-03-31

Filed2026-04-27

CVIE

MORGAN STANLEY ETF TRUST

2.35%

Shares241.1K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

-0.44%

Shares47.1K

Event2026-03-31

Filed2026-04-27

MSI

MOTOROLA SOLUTIONS INC

-2.26%

Shares40.1K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

-0.13%

Shares48.3K

Event2026-03-31

Filed2026-04-27

AVDV

AMERICAN CENTY ETF TR

-11.49%

Shares173.1K

Event2026-03-31

Filed2026-04-27

ADI

ANALOG DEVICES INC

-1.95%

Shares54.2K

Event2026-03-31

Filed2026-04-27

BINC

BLACKROCK ETF TRUST II

10.34%

Shares332.2K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-4.79%

Shares81.1K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

8.64%

Shares115.1K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

2.84%

Shares84.7K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

1.90%

Shares74.4K

Event2026-03-31

Filed2026-04-27

FDVV

FIDELITY COVINGTON TRUST

1.17%

Shares285.9K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

11.63%

Shares308.8K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

-0.08%

Shares156.9K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

-7.44%

Shares172.9K

Event2026-03-31

Filed2026-04-27

BKNG

BOOKING HOLDINGS INC

17.98%

Shares3.6K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

-1.52%

Shares195.5K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

1.68%

Shares38.2K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

3.76%

Shares34.0K

Event2026-03-31

Filed2026-04-27

LRGF

ISHARES TR

26.12%

Shares217.8K

Event2026-03-31

Filed2026-04-27

GTO

INVESCO ACTIVELY MANAGED EXC

8.27%

Shares306.2K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

-10.57%

Shares59.1K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

120.03%

Shares74.2K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

5.19%

Shares248.9K

Event2026-03-31

Filed2026-04-27

IQV

IQVIA HLDGS INC

0.53%

Shares82.1K

Event2026-03-31

Filed2026-04-27

IGIB

ISHARES TR

10.29%

Shares258.7K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

4.22%

Shares448.1K

Event2026-03-31

Filed2026-04-27

TRANE TECHNOLOGIES PLC

-2.98%

Shares32.8K

Event2026-03-31

Filed2026-04-27

BUFR

FIRST TR EXCHNG TRADED FD VI

7.30%

Shares403.6K

Event2026-03-31

Filed2026-04-27

TJX

TJX COS INC NEW

-1.15%

Shares85.3K

Event2026-03-31

Filed2026-04-27

DYNF

BLACKROCK ETF TRUST

-16.22%

Shares230.8K

Event2026-03-31

Filed2026-04-27

REALTY INCOME CORP

-0.81%

Shares219.0K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

385.13%

Shares165.6K

Event2026-03-31

Filed2026-04-27

CGBL

CAPITAL GROUP CORE BALANCED

39.41%

Shares381.9K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

-2.17%

Shares64.5K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

6.72%

Shares307.5K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

-9.07%

Shares171.5K

Event2026-03-31

Filed2026-04-27

CITIGROUP INC

-8.67%

Shares114.6K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

-4.64%

Shares68.8K

Event2026-03-31

Filed2026-04-27

IAUM

ISHARES GOLD TR

18.82%

Shares274.9K

Event2026-03-31

Filed2026-04-27

SCHO

SCHWAB STRATEGIC TR

-8.01%

Shares519.9K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

-2.39%

Shares51.6K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

4.53%

Shares65.3K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

-13.60%

Shares144.6K

Event2026-03-31

Filed2026-04-27

SUSA

ISHARES TR

-6.00%

Shares94.8K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

7.14%

Shares157.5K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

0.67%

Shares65.1K

Event2026-03-31

Filed2026-04-27

SMMD

ISHARES TR

-49.58%

Shares163.1K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

5.87%

Shares257.2K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

-1.71%

Shares24.6K

Event2026-03-31

Filed2026-04-27

APD

AIR PRODUCTS AND CHEMICALS I

1.77%

Shares42.2K

Event2026-03-31

Filed2026-04-27

CHUBB LTD SWITZ

-3.14%

Shares37.6K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-4.96%

Shares38.4K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

0.67%

Shares13.6K

Event2026-03-31

Filed2026-04-27

DBEF

DBX ETF TR

32.21%

Shares240.1K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

-5.71%

Shares79.7K

Event2026-03-31

Filed2026-04-27

BALT

INNOVATOR ETFS TRUST

4.14%

Shares348.6K

Event2026-03-31

Filed2026-04-27

SDY

SPDR SERIES TRUST

-0.80%

Shares79.6K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

6.44%

Shares168.9K

Event2026-03-31

Filed2026-04-27

CME

CME GROUP INC

-1.09%

Shares38.6K

Event2026-03-31

Filed2026-04-27

SIVR

ABRDN SILVER ETF TRUST

-2.66%

Shares157.8K

Event2026-03-31

Filed2026-04-27

BDYN

BLACKROCK ETF TRUST

7.63%

Shares464.4K

Event2026-03-31

Filed2026-04-27

VXF

VANGUARD INDEX FDS

15.09%

Shares54.7K

Event2026-03-31

Filed2026-04-27

SMTH

ALPS ETF TR

10.44%

Shares436.0K

Event2026-03-31

Filed2026-04-27

IQLT

ISHARES TR

3.74%

Shares241.4K

Event2026-03-31

Filed2026-04-27

DGRW

WISDOMTREE TR

-1.22%

Shares121.0K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

-1.74%

Shares110.9K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

22.48%

Shares71.6K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-2.31%

Shares79.2K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

296.27%

Shares127.0K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

4.61%

Shares79.1K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

-2.20%

Shares85.8K

Event2026-03-31

Filed2026-04-27

SPTL

SPDR SERIES TRUST

4.91%

Shares390.9K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

4.27%

Shares163.3K

Event2026-03-31

Filed2026-04-27

PJUL

INNOVATOR ETFS TRUST

7.11%

Shares219.6K

Event2026-03-31

Filed2026-04-27

PFE

PFIZER INC

-9.80%

Shares359.0K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

-2.44%

Shares16.2K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

26.28%

Shares102.3K

Event2026-03-31

Filed2026-04-27

XMMO

INVESCO EXCHANGE TRADED FD T

919.18%

Shares67.5K

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

4.00%

Shares122.5K

Event2026-03-31

Filed2026-04-27

CMCSA

COMCAST CORP NEW

3.01%

Shares338.9K

Event2026-03-31

Filed2026-04-27

ABNB

AIRBNB INC

1.08%

Shares76.9K

Event2026-03-31

Filed2026-04-27

AT&T INC

-1.28%

Shares334.6K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

-4.83%

Shares142.2K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

-19.39%

Shares196.8K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

1.88%

Shares98.3K

Event2026-03-31

Filed2026-04-27

SHY

ISHARES TR

-2.08%

Shares114.0K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

3.33%

Shares101.0K

Event2026-03-31

Filed2026-04-27

TCAF

T ROWE PRICE ETF INC

2.73%

Shares260.3K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

215.70%

Shares81.9K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

-4.01%

Shares37.4K

Event2026-03-31

Filed2026-04-27

JCI

JOHNSON CONTROLS INTERNATION

-1.87%

Shares69.2K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

-1.44%

Shares78.7K

Event2026-03-31

Filed2026-04-27

UBER

UBER TECHNOLOGIES INC

35.06%

Shares124.9K

Event2026-03-31

Filed2026-04-27

XLG

INVESCO EXCHANGE TRADED FD T

0.13%

Shares164.7K

Event2026-03-31

Filed2026-04-27

ELV

ELEVANCE HEALTH INC FORMERLY

7.45%

Shares30.4K

Event2026-03-31

Filed2026-04-27

DRI

DARDEN RESTAURANTS INC

0.32%

Shares45.2K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

1.68%

Shares56.4K

Event2026-03-31

Filed2026-04-27

PHYS

SPROTT ASSET MANAGEMENT LP

18.03%

Shares245.1K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

-3.61%

Shares14.2K

Event2026-03-31

Filed2026-04-27

BANK NEW YORK MELLON CORP

0.08%

Shares72.3K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

-30.40%

Shares158.0K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

-18.60%

Shares10.1K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

6.21%

Shares110.2K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

-31.80%

Shares31.4K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-1.30%

Shares12.0K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

45.74%

Shares19.9K

Event2026-03-31

Filed2026-04-27

LVHI

LEGG MASON ETF INVT

-40.99%

Shares208.5K

Event2026-03-31

Filed2026-04-27

BLV

VANGUARD BD INDEX FDS

14.83%

Shares122.6K

Event2026-03-31

Filed2026-04-27

ALL

ALLSTATE CORP

1.31%

Shares40.5K

Event2026-03-31

Filed2026-04-27

RSSB

TIDAL TRUST II

7.18%

Shares307.3K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

3.91%

Shares24.3K

Event2026-03-31

Filed2026-04-27

TMO

THERMO FISHER SCIENTIFIC INC

-1.57%

Shares17.0K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

17.22%

Shares78.1K

Event2026-03-31

Filed2026-04-27

BDVL

BLACKROCK ETF TRUST

0.22%

Shares330.3K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-2.77%

Shares63.1K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-0.57%

Shares32.7K

Event2026-03-31

Filed2026-04-27

TLH

ISHARES TR

-8.05%

Shares79.7K

Event2026-03-31

Filed2026-04-27

SBUX

STARBUCKS CORP

2.45%

Shares89.1K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

3.50%

Shares33.0K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR SERIES TRUST

10.31%

Shares308.5K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

140.87%

Shares336.0K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TRUST

2.54%

Shares170.1K

Event2026-03-31

Filed2026-04-27

CGGR

CAPITAL GROUP GROWTH ETF

17.39%

Shares190.7K

Event2026-03-31

Filed2026-04-27

BUFF

INNOVATOR ETFS TRUST

0.94%

Shares152.0K

Event2026-03-31

Filed2026-04-27

FLQL

FRANKLIN TEMPLETON ETF TR

-3.91%

Shares109.9K

Event2026-03-31

Filed2026-04-27

ETR

ENTERGY CORP NEW

8.79%

Shares65.9K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

0.22%

Shares21.0K

Event2026-03-31

Filed2026-04-27

SPGI

S&P GLOBAL INC

-5.85%

Shares17.4K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

2.56%

Shares50.2K

Event2026-03-31

Filed2026-04-27

RECS

COLUMBIA ETF TR I

12.82%

Shares187.7K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

6.84%

Shares99.1K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

5.36%

Shares37.5K

Event2026-03-31

Filed2026-04-27

RSBT

TIDAL TRUST II

-1.27%

Shares385.3K

Event2026-03-31

Filed2026-04-27

IXN

ISHARES TR

-15.53%

Shares72.6K

Event2026-03-31

Filed2026-04-27

BAI

BLACKROCK ETF TRUST

-1.33%

Shares219.8K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

14.39%

Shares25.4K

Event2026-03-31

Filed2026-04-27

EEMV

ISHARES INC

32.48%

Shares110.1K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-4.27%

Shares144.3K

Event2026-03-31

Filed2026-04-27

FANG

DIAMONDBACK ENERGY INC

-2.41%

Shares35.5K

Event2026-03-31

Filed2026-04-27

RYN

RAYONIER INC

New

Shares338.5K

Event2026-03-31

Filed2026-04-27

USHY

ISHARES TR

-2.35%

Shares183.7K

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

-11.94%

Shares44.2K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

-2.53%

Shares28.5K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

-2.78%

Shares101.3K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

8.22%

Shares7.7K

Event2026-03-31

Filed2026-04-27

NOBL

PROSHARES TR

-1.22%

Shares61.8K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

-1.93%

Shares12.2K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

21.58%

Shares110.1K

Event2026-03-31

Filed2026-04-27

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-5.22%

Shares139.3K

Event2026-03-31

Filed2026-04-27

PFEB

INNOVATOR ETFS TRUST

8.95%

Shares159.2K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

-9.61%

Shares56.0K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

410.74%

Shares68.3K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

3.89%

Shares42.5K

Event2026-03-31

Filed2026-04-27

MARVELL TECHNOLOGY INC

-6.93%

Shares63.0K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

-9.12%

Shares27.5K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

-1.52%

Shares63.7K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-4.05%

Shares65.7K

Event2026-03-31

Filed2026-04-27

VMBS

VANGUARD SCOTTSDALE FDS

27.78%

Shares129.1K

Event2026-03-31

Filed2026-04-27

FBT

FIRST TR EXCHANGE-TRADED FD

275.57%

Shares29.7K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

-35.86%

Shares54.1K

Event2026-03-31

Filed2026-04-27

IJK

ISHARES TR

17.91%

Shares58.7K

Event2026-03-31

Filed2026-04-27

DIA

STATE STR SPDR DOW JONES IND

-0.57%

Shares12.7K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

-8.72%

Shares57.4K

Event2026-03-31

Filed2026-04-27

DXCM

DEXCOM INC

42.48%

Shares92.7K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

-1.85%

Shares80.6K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

56.89%

Shares17.1K

Event2026-03-31

Filed2026-04-27

CGMU

CAPITAL GRP FIXED INCM ETF T

4.52%

Shares205.4K

Event2026-03-31

Filed2026-04-27

ACCENTURE PLC IRELAND

-8.38%

Shares28.1K

Event2026-03-31

Filed2026-04-27

CHGX1

EA SERIES TRUST

0.00%

Shares206.8K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

15.72%

Shares16.4K

Event2026-03-31

Filed2026-04-27

NXPI

NXP SEMICONDUCTORS N V

-3.56%

Shares28.1K

Event2026-03-31

Filed2026-04-27

THRO

BLACKROCK ETF TRUST

3.26%

Shares152.5K

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

-1.55%

Shares42.0K

Event2026-03-31

Filed2026-04-27

APH

AMPHENOL CORP

40.45%

Shares43.2K

Event2026-03-31

Filed2026-04-27

DFIV

DIMENSIONAL ETF TRUST

42.69%

Shares101.6K

Event2026-03-31

Filed2026-04-27

XMHQ

INVESCO EXCHANGE TRADED FD T

-3.96%

Shares51.7K

Event2026-03-31

Filed2026-04-27

ASML

ASML HLDG NV

12.84%

Shares4.0K

Event2026-03-31

Filed2026-04-27

EFAV

ISHARES TR

-1.86%

Shares58.3K

Event2026-03-31

Filed2026-04-27

OTF

BLUE OWL TECHNOLOGY FIN CORP

212.37%

Shares429.0K

Event2026-03-31

Filed2026-04-27

ADP

AUTOMATIC DATA PROCESSING IN

-6.96%

Shares26.1K

Event2026-03-31

Filed2026-04-27

VNQ

VANGUARD INDEX FDS

17.06%

Shares59.7K

Event2026-03-31

Filed2026-04-27

BOXX

EA SERIES TRUST

1.85%

Shares45.3K

Event2026-03-31

Filed2026-04-27

FDN

FIRST TR EXCHANGE-TRADED FD

-13.68%

Shares22.5K

Event2026-03-31

Filed2026-04-27

MINT

PIMCO ETF TR

-0.04%

Shares52.2K

Event2026-03-31

Filed2026-04-27

MAR

MARRIOTT INTL INC NEW

-0.22%

Shares16.0K

Event2026-03-31

Filed2026-04-27

AVUV

AMERICAN CENTY ETF TR

16.96%

Shares46.7K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

10.09%

Shares84.2K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

196.35%

Shares86.8K

Event2026-03-31

Filed2026-04-27

FTXL

FIRST TR EXCHANGE TRADED FD

-10.24%

Shares34.8K

Event2026-03-31

Filed2026-04-27

CENCORA INC

5.38%

Shares16.3K

Event2026-03-31

Filed2026-04-27

BDX

BECTON DICKINSON & CO

29.05%

Shares32.4K

Event2026-03-31

Filed2026-04-27

JEPQ

J P MORGAN EXCHANGE TRADED F

6.76%

Shares91.6K

Event2026-03-31

Filed2026-04-27

ZTS

ZOETIS INC

43.82%

Shares42.7K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

1.50%

Shares35.1K

Event2026-03-31

Filed2026-04-27

UNILEVER PLC

7.06%

Shares87.5K

Event2026-03-31

Filed2026-04-27

SJNK

SPDR SERIES TRUST

5.92%

Shares199.2K

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

-10.49%

Shares20.3K

Event2026-03-31

Filed2026-04-27

MISL

FIRST TR EXCHANGE-TRADED FD

-6.95%

Shares110.1K

Event2026-03-31

Filed2026-04-27

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.15%

Shares52.7K

Event2026-03-31

Filed2026-04-27

PSFF

PACER FDS TR

13.38%

Shares151.2K

Event2026-03-31

Filed2026-04-27

EAGG

ISHARES TR

-7.67%

Shares100.7K

Event2026-03-31

Filed2026-04-27

CINF

CINCINNATI FINL CORP

1.64%

Shares30.4K

Event2026-03-31

Filed2026-04-27

ICE

INTERCONTINENTAL EXCHANGE IN

135.64%

Shares30.4K

Event2026-03-31

Filed2026-04-27

IDV

ISHARES TR

-0.10%

Shares111.7K

Event2026-03-31

Filed2026-04-27

ITA

ISHARES TR

-9.86%

Shares21.7K

Event2026-03-31

Filed2026-04-27

PEG

PUBLIC SVC ENTERPRISE GROUP

-29.84%

Shares58.2K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

1.48%

Shares28.6K

Event2026-03-31

Filed2026-04-27

IGOV

ISHARES TR

46.63%

Shares113.8K

Event2026-03-31

Filed2026-04-27

TBIL

RBB FD INC

-0.34%

Shares92.3K

Event2026-03-31

Filed2026-04-27

RSST

TIDAL TRUST II

-0.51%

Shares161.8K

Event2026-03-31

Filed2026-04-27

SLV

ISHARES SILVER TR

-2.54%

Shares66.8K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

-9.16%

Shares43.6K

Event2026-03-31

Filed2026-04-27

JULW

AIM ETF PRODUCTS TRUST

-2.95%

Shares116.8K

Event2026-03-31

Filed2026-04-27

CHKP

CHECK POINT SOFTWARE TECH LT

5.20%

Shares31.7K

Event2026-03-31

Filed2026-04-27

ADSK

AUTODESK INC

1.32%

Shares18.9K

Event2026-03-31

Filed2026-04-27

LQD

ISHARES TR

19.64%

Shares41.5K

Event2026-03-31

Filed2026-04-27

STERIS PLC

-5.32%

Shares20.4K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

29.90%

Shares21.1K

Event2026-03-31

Filed2026-04-27

SCHC

SCHWAB STRATEGIC TR

-1.48%

Shares95.7K

Event2026-03-31

Filed2026-04-27

RJF

RAYMOND JAMES FINL INC

-1.96%

Shares30.8K

Event2026-03-31

Filed2026-04-27

CMG

CHIPOTLE MEXICAN GRILL INC

-1.35%

Shares139.0K

Event2026-03-31

Filed2026-04-27

VTEB

VANGUARD MUN BD FDS

9.17%

Shares88.9K

Event2026-03-31

Filed2026-04-27

RWL

INVESCO EXCH TRADED FD TR II

2.09%

Shares38.5K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

67.73%

Shares43.8K

Event2026-03-31

Filed2026-04-27

PANW

PALO ALTO NETWORKS INC

1.86%

Shares27.5K

Event2026-03-31

Filed2026-04-27

MGK

VANGUARD WORLD FD

-50.20%

Shares11.9K

Event2026-03-31

Filed2026-04-27

SCHA

SCHWAB STRATEGIC TR

35.90%

Shares149.1K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

-0.15%

Shares18.7K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

0.35%

Shares31.4K

Event2026-03-31

Filed2026-04-27

OMC

OMNICOM GROUP INC

6.39%

Shares56.6K

Event2026-03-31

Filed2026-04-27

BLCR

BLACKROCK ETF TRUST

New

Shares103.1K

Event2026-03-31

Filed2026-04-27

FDL

FIRST TR EXCHANGE-TRADED FD

12.92%

Shares83.3K

Event2026-03-31

Filed2026-04-27

GILD

GILEAD SCIENCES INC

-5.14%

Shares30.1K

Event2026-03-31

Filed2026-04-27

WDC

WESTERN DIGITAL CORP

156.81%

Shares15.3K

Event2026-03-31

Filed2026-04-27

TDIV

FIRST TR EXCHANGE TRADED FD

2.97%

Shares44.1K

Event2026-03-31

Filed2026-04-27

IDEF

BLACKROCK ETF TRUST

New

Shares125.3K

Event2026-03-31

Filed2026-04-27

DELL

DELL TECHNOLOGIES INC

103.63%

Shares24.8K

Event2026-03-31

Filed2026-04-27

IUS

INVESCO EXCH TRD SLF IDX FD

3.67%

Shares70.0K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

-3.65%

Shares25.0K

Event2026-03-31

Filed2026-04-27

BUYW

NORTHERN LTS FD TR IV

17.13%

Shares282.7K

Event2026-03-31

Filed2026-04-27

CVS

CVS HEALTH CORP

-24.65%

Shares55.3K

Event2026-03-31

Filed2026-04-27

WMB

WILLIAMS COS INC

-2.07%

Shares54.4K

Event2026-03-31

Filed2026-04-27

UFEB

INNOVATOR ETFS TRUST

0.00%

Shares108.8K

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

-15.04%

Shares10.1K

Event2026-03-31

Filed2026-04-27

INDB

INDEPENDENT BK CORP MASS

-0.02%

Shares52.3K

Event2026-03-31

Filed2026-04-27

SCZ

ISHARES TR

-9.20%

Shares50.1K

Event2026-03-31

Filed2026-04-27

FXO

FIRST TR EXCHANGE-TRADED FD

-24.45%

Shares69.6K

Event2026-03-31

Filed2026-04-27

MPWR

MONOLITHIC PWR SYS INC

-5.57%

Shares3.6K

Event2026-03-31

Filed2026-04-27

REGL

PROSHARES TR

-2.54%

Shares44.8K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

-53.77%

Shares39.2K

Event2026-03-31

Filed2026-04-27

IVLU

ISHARES TR

57.56%

Shares96.7K

Event2026-03-31

Filed2026-04-27

LHX

L3HARRIS TECHNOLOGIES INC

1.87%

Shares11.1K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

13.95%

Shares99.1K

Event2026-03-31

Filed2026-04-27

PWR

QUANTA SVCS INC

-0.65%

Shares6.9K

Event2026-03-31

Filed2026-04-27

SNY

SANOFI SA

6.27%

Shares78.4K

Event2026-03-31

Filed2026-04-27

BLACKROCK INC

-0.25%

Shares3.9K

Event2026-03-31

Filed2026-04-27

ITW

ILLINOIS TOOL WKS INC

-14.13%

Shares14.5K

Event2026-03-31

Filed2026-04-27

CGSD

CAPITAL GRP FIXED INCM ETF T

54.22%

Shares145.5K

Event2026-03-31

Filed2026-04-27

APUE

TRUST FOR PROFESSIONAL MANAG

-1.02%

Shares92.6K

Event2026-03-31

Filed2026-04-27

FIXD

FIRST TR EXCHNG TRADED FD VI

-1.25%

Shares84.9K

Event2026-03-31

Filed2026-04-27

MAS

MASCO CORP

5.32%

Shares60.6K

Event2026-03-31

Filed2026-04-27

FDX

FEDEX CORP

1.84%

Shares10.2K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

18.61%

Shares5.3K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

-7.07%

Shares59.9K

Event2026-03-31

Filed2026-04-27

SIXJ

AIM ETF PRODUCTS TRUST

38.67%

Shares107.9K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

0.89%

Shares12.6K

Event2026-03-31

Filed2026-04-27

OAIM

UNIFIED SER TR

6.24%

Shares83.9K

Event2026-03-31

Filed2026-04-27

IEUR

ISHARES TR

-27.12%

Shares51.4K

Event2026-03-31

Filed2026-04-27

WELL

WELLTOWER INC

15.45%

Shares18.2K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

0.64%

Shares13.4K

Event2026-03-31

Filed2026-04-27

JCPB

J P MORGAN EXCHANGE TRADED F

-1.63%

Shares75.8K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

-0.59%

Shares11.8K

Event2026-03-31

Filed2026-04-27

COF

CAPITAL ONE FINL CORP

3.19%

Shares19.4K

Event2026-03-31

Filed2026-04-27

HDV

ISHARES TR

3.52%

Shares26.1K

Event2026-03-31

Filed2026-04-27

SHYG

ISHARES TR

8.28%

Shares83.0K

Event2026-03-31

Filed2026-04-27

COWG

PACER FDS TR

-12.76%

Shares104.0K

Event2026-03-31

Filed2026-04-27

HYG

ISHARES TR

9.67%

Shares44.1K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

1.28%

Shares76.2K

Event2026-03-31

Filed2026-04-27

IWX

ISHARES TR

-2.46%

Shares37.1K

Event2026-03-31

Filed2026-04-27

AON PLC

226.41%

Shares10.7K

Event2026-03-31

Filed2026-04-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

99.84%

Shares95.3K

Event2026-03-31

Filed2026-04-27

WWJD

NORTHERN LTS FD TR IV

8.86%

Shares91.4K

Event2026-03-31

Filed2026-04-27

SPDR SERIES TRUST

7.73%

Shares35.5K

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

18.45%

Shares88.3K

Event2026-03-31

Filed2026-04-27

IAGG

ISHARES TR

4.82%

Shares67.7K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

-56.83%

Shares11.3K

Event2026-03-31

Filed2026-04-27

WEC ENERGY GROUP INC

1.73%

Shares29.0K

Event2026-03-31

Filed2026-04-27

FIS

FIDELITY NATL INFORMATION SV

-1.30%

Shares71.4K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-1.71%

Shares34.1K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

-51.83%

Shares34.7K

Event2026-03-31

Filed2026-04-27

CRWD

CROWDSTRIKE HLDGS INC

-5.14%

Shares8.4K

Event2026-03-31

Filed2026-04-27

PAPR

INNOVATOR ETFS TRUST

13.32%

Shares81.1K

Event2026-03-31

Filed2026-04-27

SPYI

NEOS ETF TRUST

1373.97%

Shares65.3K

Event2026-03-31

Filed2026-04-27

SPYD

SPDR SERIES TRUST

-8.13%

Shares70.8K

Event2026-03-31

Filed2026-04-27

FVD

FIRST TR EXCHANGE-TRADED FD

-7.86%

Shares68.4K

Event2026-03-31

Filed2026-04-27

APRJ

INNOVATOR ETFS TRUST

1.86%

Shares131.1K

Event2026-03-31

Filed2026-04-27

EEM

ISHARES TR

15.44%

Shares56.1K

Event2026-03-31

Filed2026-04-27

CONSOLIDATED EDISON INC

-12.27%

Shares28.0K

Event2026-03-31

Filed2026-04-27

VONV

VANGUARD SCOTTSDALE FDS

1.56%

Shares33.6K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

51.76%

Shares61.8K

Event2026-03-31

Filed2026-04-27

EDWARDS LIFESCIENCES CORP

-2.73%

Shares38.9K

Event2026-03-31

Filed2026-04-27

BOEING CO

11.25%

Shares15.6K

Event2026-03-31

Filed2026-04-27

KMX

CARMAX INC

-32.63%

Shares74.8K

Event2026-03-31

Filed2026-04-27

APRW

AIM ETF PRODUCTS TRUST

-0.83%

Shares87.9K

Event2026-03-31

Filed2026-04-27

OCTW

AIM ETF PRODUCTS TRUST

-4.00%

Shares80.6K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

-3.41%

Shares81.6K

Event2026-03-31

Filed2026-04-27

SBND

COLUMBIA ETF TR I

-11.93%

Shares164.3K

Event2026-03-31

Filed2026-04-27

BBY

BEST BUY INC

-4.50%

Shares48.0K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

-6.15%

Shares20.3K

Event2026-03-31

Filed2026-04-27

NKE

NIKE INC

5.73%

Shares57.7K

Event2026-03-31

Filed2026-04-27

VDE

VANGUARD WORLD FD

0.55%

Shares17.4K

Event2026-03-31

Filed2026-04-27

USB

US BANCORP

-7.68%

Shares57.4K

Event2026-03-31

Filed2026-04-27

RODM

LATTICE STRATEGIES TR

-3.38%

Shares75.5K

Event2026-03-31

Filed2026-04-27

ORR

EA SERIES TRUST

3.15%

Shares81.3K

Event2026-03-31

Filed2026-04-27

JANW

AIM ETF PRODUCTS TRUST

-0.34%

Shares81.0K

Event2026-03-31

Filed2026-04-27

CSQ

CALAMOS STRATEGIC TOTAL RETU

17.47%

Shares172.0K

Event2026-03-31

Filed2026-04-27

EWJ

ISHARES INC

30.49%

Shares34.5K

Event2026-03-31

Filed2026-04-27

NMI

NUVEEN MUN INCOME FD INC

New

Shares276.7K

Event2026-03-31

Filed2026-04-27

KRE

SPDR SERIES TRUST

-6.39%

Shares44.3K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

-0.78%

Shares29.9K

Event2026-03-31

Filed2026-04-27

ISRG

INTUITIVE SURGICAL INC

-9.39%

Shares6.2K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

-4.28%

Shares21.9K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

386.20%

Shares20.6K

Event2026-03-31

Filed2026-04-27

VUSB

VANGUARD BD INDEX FDS

1.11%

Shares56.9K

Event2026-03-31

Filed2026-04-27

XJH

ISHARES TR

2.33%

Shares62.4K

Event2026-03-31

Filed2026-04-27

APP

APPLOVIN CORP

26.09%

Shares7.1K

Event2026-03-31

Filed2026-04-27

BUFB

INNOVATOR ETFS TRUST

0.97%

Shares78.5K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

-2.27%

Shares21.3K

Event2026-03-31

Filed2026-04-27

CGCP

CAPITAL GRP FIXED INCM ETF T

45.90%

Shares124.3K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

11.19%

Shares62.9K

Event2026-03-31

Filed2026-04-27

NIE

VIRTUS EQUITY & CONV INCM FD

11.62%

Shares117.9K

Event2026-03-31

Filed2026-04-27

SHOP

SHOPIFY INC

-15.49%

Shares23.1K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

57.20%

Shares82.1K

Event2026-03-31

Filed2026-04-27

XAR

SPDR SERIES TRUST

-0.19%

Shares10.7K

Event2026-03-31

Filed2026-04-27

ASTRAZENECA PLC

New

Shares13.8K

Event2026-03-31

Filed2026-04-27

APRH

INNOVATOR ETFS TRUST

-3.13%

Shares110.0K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES TR

-34.81%

Shares12.6K

Event2026-03-31

Filed2026-04-27

POCT

INNOVATOR ETFS TRUST

15.75%

Shares62.2K

Event2026-03-31

Filed2026-04-27

PDI

PIMCO DYNAMIC INCOME FD

110.12%

Shares156.2K

Event2026-03-31

Filed2026-04-27

QTEC

FIRST TR EXCHANGE-TRADED FD

1.35%

Shares12.3K

Event2026-03-31

Filed2026-04-27

VOT

VANGUARD INDEX FDS

-5.06%

Shares10.3K

Event2026-03-31

Filed2026-04-27

NUE

NUCOR CORP

-0.40%

Shares15.7K

Event2026-03-31

Filed2026-04-27

ORLY

OREILLY AUTOMOTIVE INC

10.26%

Shares28.4K

Event2026-03-31

Filed2026-04-27

IJT

ISHARES TR

-7.19%

Shares18.1K

Event2026-03-31

Filed2026-04-27

CGCB

CAPITAL GRP FIXED INCM ETF T

20.42%

Shares99.4K

Event2026-03-31

Filed2026-04-27

CEG

CONSTELLATION ENERGY CORP

99.29%

Shares9.3K

Event2026-03-31

Filed2026-04-27

IWO

ISHARES TR

22.41%

Shares8.2K

Event2026-03-31

Filed2026-04-27

VIOV

VANGUARD ADMIRAL FDS INC

-39.90%

Shares25.3K

Event2026-03-31

Filed2026-04-27

CDNS

CADENCE DESIGN SYSTEM INC

-5.02%

Shares9.2K

Event2026-03-31

Filed2026-04-27

PJAN

INNOVATOR ETFS TRUST

16.70%

Shares54.6K

Event2026-03-31

Filed2026-04-27

APCB

TRUST FOR PROFESSIONAL MANAG

0.33%

Shares85.4K

Event2026-03-31

Filed2026-04-27

IBHF

ISHARES TR

-32.28%

Shares108.6K

Event2026-03-31

Filed2026-04-27

IEI

ISHARES TR

16.24%

Shares21.0K

Event2026-03-31

Filed2026-04-27

KKR & CO INC

-8.65%

Shares26.9K

Event2026-03-31

Filed2026-04-27

HWM

HOWMET AEROSPACE INC

-7.82%

Shares10.7K

Event2026-03-31

Filed2026-04-27

HMOP

HARTFORD FDS EXCHANGE TRADED

-13.20%

Shares63.2K

Event2026-03-31

Filed2026-04-27

VLY

VALLEY NATL BANCORP

141.75%

Shares199.2K

Event2026-03-31

Filed2026-04-27

VHT

VANGUARD WORLD FD

0.34%

Shares9.0K

Event2026-03-31

Filed2026-04-27

CAOS

EA SERIES TRUST

616.82%

Shares26.9K

Event2026-03-31

Filed2026-04-27

DHR

DANAHER CORP DEL

-7.68%

Shares12.9K

Event2026-03-31

Filed2026-04-27

PVAL

PUTNAM ETF TRUST

163.91%

Shares52.3K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

8.35%

Shares26.1K

Event2026-03-31

Filed2026-04-27

PNC

PNC FINL SVCS GROUP INC

5.31%

Shares11.6K

Event2026-03-31

Filed2026-04-27

SHLD

GLOBAL X FDS

23.54%

Shares33.9K

Event2026-03-31

Filed2026-04-27

MTD

METTLER TOLEDO INTERNATIONAL

-32.48%

Shares1.9K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

-6.60%

Shares2.7K

Event2026-03-31

Filed2026-04-27

SPHD

INVESCO EXCH TRADED FD TR II

1.32%

Shares47.9K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

-15.53%

Shares70.5K

Event2026-03-31

Filed2026-04-27

VGK

VANGUARD INTL EQUITY INDEX F

6.77%

Shares28.5K

Event2026-03-31

Filed2026-04-27

MDYG

SPDR SERIES TRUST

2.03%

Shares24.4K

Event2026-03-31

Filed2026-04-27

DLR

DIGITAL RLTY TR INC

17.31%

Shares13.0K

Event2026-03-31

Filed2026-04-27

GSIE

GOLDMAN SACHS ETF TR

15.92%

Shares54.0K

Event2026-03-31

Filed2026-04-27

SNDK

SANDISK CORP

New

Shares3.6K

Event2026-03-31

Filed2026-04-27

RDVI

FIRST TR EXCHANGE-TRADED FD

10.43%

Shares90.2K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

-10.18%

Shares12.7K

Event2026-03-31

Filed2026-04-27

SCHE

SCHWAB STRATEGIC TR

1.27%

Shares69.8K

Event2026-03-31

Filed2026-04-27

NJR

NEW JERSEY RES CORP

0.23%

Shares41.8K

Event2026-03-31

Filed2026-04-27

CGMM

CAPITAL GROUP EQUITY ETF TR

51.61%

Shares77.1K

Event2026-03-31

Filed2026-04-27

GSUS

GOLDMAN SACHS ETF TR

-7.37%

Shares25.2K

Event2026-03-31

Filed2026-04-27

DJD

INVESCO EXCHANGE TRADED FD T

0.74%

Shares37.7K

Event2026-03-31

Filed2026-04-27

PLD

PROLOGIS INC.

-5.56%

Shares17.0K

Event2026-03-31

Filed2026-04-27

VEEV

VEEVA SYS INC

-1.29%

Shares12.7K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

1.83%

Shares20.0K

Event2026-03-31

Filed2026-04-27

PAVE

GLOBAL X FDS

7.00%

Shares43.2K

Event2026-03-31

Filed2026-04-27

TQQQ

PROSHARES TR

-4.06%

Shares52.6K

Event2026-03-31

Filed2026-04-27

NEM

NEWMONT CORP

5.13%

Shares20.2K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

0.16%

Shares45.1K

Event2026-03-31

Filed2026-04-27

XLY

SELECT SECTOR SPDR TR

7.44%

Shares20.0K

Event2026-03-31

Filed2026-04-27

STT

STATE STR CORP

602.99%

Shares17.2K

Event2026-03-31

Filed2026-04-27

ENERGY TRANSFER L P

-1.93%

Shares112.3K

Event2026-03-31

Filed2026-04-27

PRI

PRIMERICA INC

10.01%

Shares8.6K

Event2026-03-31

Filed2026-04-27

PULS

PGIM ETF TR

658.57%

Shares43.5K

Event2026-03-31

Filed2026-04-27

MELI

MERCADOLIBRE INC

-6.07%

Shares1.2K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

-5.89%

Shares11.7K

Event2026-03-31

Filed2026-04-27

JPIE

J P MORGAN EXCHANGE TRADED F

5.37%

Shares46.1K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

7.82%

Shares39.3K

Event2026-03-31

Filed2026-04-27

ROE

EA SERIES TRUST

-0.41%

Shares60.0K

Event2026-03-31

Filed2026-04-27

CACI

CACI INTL INC

-2.56%

Shares3.9K

Event2026-03-31

Filed2026-04-27

PGX

INVESCO EXCH TRADED FD TR II

-3.61%

Shares193.4K

Event2026-03-31

Filed2026-04-27

QTUM

ETF SER SOLUTIONS

-5.12%

Shares19.6K

Event2026-03-31

Filed2026-04-27

MUNI

PIMCO ETF TR

4.21%

Shares40.3K

Event2026-03-31

Filed2026-04-27

IGSB

ISHARES TR

-5.70%

Shares39.8K

Event2026-03-31

Filed2026-04-27

VYMI

VANGUARD WHITEHALL FDS

1.37%

Shares22.0K

Event2026-03-31

Filed2026-04-27

WAT

WATERS CORP

6.15%

Shares7.0K

Event2026-03-31

Filed2026-04-27

YYY

AMPLIFY ETF TR

19.76%

Shares186.9K

Event2026-03-31

Filed2026-04-27

DIVO

AMPLIFY ETF TR

16.28%

Shares46.0K

Event2026-03-31

Filed2026-04-27

ANGL

VANECK ETF TRUST

102.23%

Shares71.7K

Event2026-03-31

Filed2026-04-27

DEERE & CO

6.02%

Shares3.6K

Event2026-03-31

Filed2026-04-27

FERGUSON ENTERPRISES INC

450.09%

Shares8.7K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

0.09%

Shares34.0K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

-0.42%

Shares5.7K

Event2026-03-31

Filed2026-04-27

GRNY

TIDAL TRUST I

-0.20%

Shares84.7K

Event2026-03-31

Filed2026-04-27

IBB

ISHARES TR

0.89%

Shares12.0K

Event2026-03-31

Filed2026-04-27

FEBW

AIM ETF PRODUCTS TRUST

-8.59%

Shares60.2K

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

-2.23%

Shares1.4K

Event2026-03-31

Filed2026-04-27

JULH

INNOVATOR ETFS TRUST

-5.60%

Shares81.2K

Event2026-03-31

Filed2026-04-27

VTR

VENTAS INC

-1.22%

Shares24.4K

Event2026-03-31

Filed2026-04-27

PGR

PROGRESSIVE CORP

-5.23%

Shares10.1K

Event2026-03-31

Filed2026-04-27

AIRR

FIRST TR EXCHANGE TRADED FD

-1.64%

Shares18.0K

Event2026-03-31

Filed2026-04-27

LCTU

BLACKROCK ETF TRUST

-5.92%

Shares28.3K

Event2026-03-31

Filed2026-04-27

HGER

HARBOR ETF TRUST

14.76%

Shares64.1K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

7.58%

Shares13.7K

Event2026-03-31

Filed2026-04-27

FISERV INC

-37.62%

Shares35.6K

Event2026-03-31

Filed2026-04-27

GQQQ

EA SERIES TRUST

12.20%

Shares68.9K

Event2026-03-31

Filed2026-04-27

USIG

ISHARES TR

8.81%

Shares38.7K

Event2026-03-31

Filed2026-04-27

SNPS

SYNOPSYS INC

5.99%

Shares5.0K

Event2026-03-31

Filed2026-04-27

DTCR

GLOBAL X FDS

-0.76%

Shares80.9K

Event2026-03-31

Filed2026-04-27

VWOB

VANGUARD WHITEHALL FDS

2.99%

Shares28.8K

Event2026-03-31

Filed2026-04-27

SUNCOR ENERGY INC NEW

-0.89%

Shares28.6K

Event2026-03-31

Filed2026-04-27

PCY

INVESCO EXCH TRADED FD TR II

23.24%

Shares90.0K

Event2026-03-31

Filed2026-04-27

FTXO

FIRST TR EXCHANGE TRADED FD

47.01%

Shares51.8K

Event2026-03-31

Filed2026-04-27

SPGP

INVESCO EXCHANGE TRADED FD T

-11.63%

Shares17.4K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

SILJ Call CallAMPLIFY ETF TR1.8K shares500.00%2026-03-312026-04-27

TLT Call CallISHARES TR600 shares-93.58%2026-03-312026-04-27

PCTY Call CallPAYLOCITY HLDG CORP400 sharesnew addition2026-03-312026-04-27

IGV Call CallISHARES TR500 sharesnew addition2026-03-312026-04-27

ETFS GOLD TR Call CallETFS GOLD TR600 shares-31.19%2026-03-312026-04-27

XLE Call CallSELECT SECTOR SPDR TR400 shares-99.01%2026-03-312026-04-27

PYPL Call CallPAYPAL HLDGS INC100 shares-92.66%2026-03-312026-04-27

SILJ Call

AMPLIFY ETF TR

500.00%

Shares1.8K

Event2026-03-31

Filed2026-04-27

TLT Call

ISHARES TR

-93.58%

Shares600

Event2026-03-31

Filed2026-04-27

PCTY Call

PAYLOCITY HLDG CORP

New

Shares400

Event2026-03-31

Filed2026-04-27

IGV Call

ISHARES TR

New

Shares500

Event2026-03-31

Filed2026-04-27

ETFS GOLD TR Call

ETFS GOLD TR

-31.19%

Shares600

Event2026-03-31

Filed2026-04-27

XLE Call

SELECT SECTOR SPDR TR

-99.01%

Shares400

Event2026-03-31

Filed2026-04-27

PYPL Call

PAYPAL HLDGS INC

-92.66%

Shares100

Event2026-03-31

Filed2026-04-27

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR1.6K shares-91.01%2026-03-312026-04-27

SPY Put PutSTATE STR SPDR S&P 500 ETF T1.3K sharesnew addition2026-03-312026-04-27

USO Put PutUNITED STS OIL FD LP1.1K sharesnew addition2026-03-312026-04-27

NVDA Put PutNVIDIA CORPORATION400 shares-99.68%2026-03-312026-04-27

PLTR Put PutPALANTIR TECHNOLOGIES INC400 shares-98.07%2026-03-312026-04-27

SLV Put PutISHARES SILVER TR600 shares-90.76%2026-03-312026-04-27

TLT Put PutISHARES TR400 sharesnew addition2026-03-312026-04-27

F Put PutFORD MTR CO1.5K sharesnew addition2026-03-312026-04-27

INVESCO QQQ TR Put

INVESCO QQQ TR

-91.01%

Shares1.6K

Event2026-03-31

Filed2026-04-27

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares1.3K

Event2026-03-31

Filed2026-04-27

USO Put

UNITED STS OIL FD LP

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

NVDA Put

NVIDIA CORPORATION

-99.68%

Shares400

Event2026-03-31

Filed2026-04-27

PLTR Put

PALANTIR TECHNOLOGIES INC

-98.07%

Shares400

Event2026-03-31

Filed2026-04-27

SLV Put

ISHARES SILVER TR

-90.76%

Shares600

Event2026-03-31

Filed2026-04-27

TLT Put

ISHARES TR

New

Shares400

Event2026-03-31

Filed2026-04-27

F Put

FORD MTR CO

New

Shares1.5K

Event2026-03-31

Filed2026-04-27