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The Analysis of Abacus Planning Group, Inc.'s Holdings & P&L

Currently, Abacus Planning Group, Inc. holds 264 types of securities in its portfolio with a total value $742.9M. In the most recent quarter, they have increased their positions in STIP (+56.7K shares, valued at $5.9M), IBIT (+85.3K shares, valued at $3.3M), PSLV (+129.7K shares, valued at $3.2M); decreased their positions in JMTG (-79.7K shares, valued at $4.1M), IJS (-27.5K shares, valued at $3.3M), VTV (-14.8K shares, valued at $2.9M); initiated new positions in IBIT (+85.3K shares, valued at $3.3M), GLD (+2.3K shares, valued at $1000.0K), SLV (+14.1K shares, valued at $963.6K).

1M P&L

+14.0M+1.96%

3M P&L

+12.8M+1.79%

HY P&L

+57.8M+8.61%

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/A512.0M

73.5%

2Railroads21.4M

3.1%

3Internet Retail19.5M

2.8%

Top Industries by Stock Count

1N/A77 stocks

32.4%

2Semiconductors9 stocks

3.8%

3Software - Application8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DSTL ETF SER SOLUTIONS1.4M shares0.96%2026-03-312026-04-08

VTI VANGUARD INDEX FDS221.0K shares-0.68%2026-03-312026-04-08

STIP ISHARES TR602.3K shares10.39%2026-03-312026-04-08

VBR VANGUARD INDEX FDS212.6K shares-1.39%2026-03-312026-04-08

VXUS VANGUARD STAR FDS446.3K shares-2.54%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS528.3K shares-2.26%2026-03-312026-04-08

JMTG J P MORGAN EXCHANGE TRADED F467.8K shares-14.56%2026-03-312026-04-08

UNP UNION PAC CORP84.9K shares-0.08%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC93.5K shares-0.15%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS30.9K shares-1.37%2026-03-312026-04-08

DFAW DIMENSIONAL ETF TRUST211.9K shares3.02%2026-03-312026-04-08

AAPL APPLE INC54.8K shares-4.16%2026-03-312026-04-08

PSLV SPROTT ASSET MANAGEMENT LP565.3K shares29.78%2026-03-312026-04-08

DFIS DIMENSIONAL ETF TRUST374.1K shares5.77%2026-03-312026-04-08

IVV ISHARES TR14.5K shares1.59%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F158.5K shares0.50%2026-03-312026-04-08

Sponsored

VTV VANGUARD INDEX FDS43.0K shares-25.60%2026-03-312026-04-08

MSFT MICROSOFT CORP21.5K shares0.94%2026-03-312026-04-08

ALPHABET INC ALPHABET INC27.3K shares-4.98%2026-03-312026-04-08

SCHO SCHWAB STRATEGIC TR300.7K shares-3.67%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO.21.5K shares2.09%2026-03-312026-04-08

NVDA NVIDIA CORPORATION34.9K shares-9.23%2026-03-312026-04-08

PHYS SPROTT ASSET MANAGEMENT LP170.9K shares0.00%2026-03-312026-04-08

VB VANGUARD INDEX FDS21.9K shares-3.75%2026-03-312026-04-08

Sponsored

SPY SPDR S&P 500 ETF TR7.1K shares0.10%2026-03-312026-04-08

VEU VANGUARD INTL EQUITY INDEX F49.7K shares30.98%2026-03-312026-04-08

WMT WALMART INC29.6K shares4.43%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF85.3K sharesnew addition2026-03-312026-04-08

EW EDWARDS LIFESCIENCES CORP40.0K shares-0.02%2026-03-312026-04-08

EEM ISHARES TR56.1K shares-3.54%2026-03-312026-04-08

BAC BANK AMERICA CORP65.0K shares3.93%2026-03-312026-04-08

WK WORKIVA INC53.0K shares0.00%2026-03-312026-04-08

Sponsored

MTB M & T BK CORP15.1K shares-6.32%2026-03-312026-04-08

INFL LISTED FDS TR58.7K shares6.86%2026-03-312026-04-08

IJS ISHARES TR25.4K shares-52.01%2026-03-312026-04-08

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET99.2K shares1535.57%2026-03-312026-04-08

SCZ ISHARES TR36.1K shares-4.09%2026-03-312026-04-08

SCHC SCHWAB STRATEGIC TR60.4K shares7.59%2026-03-312026-04-08

ALPHABET INC ALPHABET INC9.5K shares-2.53%2026-03-312026-04-08

KO COCA COLA CO33.7K shares5.67%2026-03-312026-04-08

Sponsored

AVDE AMERICAN CENTY ETF TR30.0K shares-33.62%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON10.0K shares-10.14%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares0.06%2026-03-312026-04-08

LLY ELI LILLY & CO2.5K shares-4.86%2026-03-312026-04-08

XOM EXXON MOBIL CORP13.2K shares-1.84%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR20.3K shares0.64%2026-03-312026-04-08

COST COSTCO WHSL CORP NEW2.2K shares3.17%2026-03-312026-04-08

PEP PEPSICO INC14.4K shares-3.85%2026-03-312026-04-08

Sponsored

META META PLATFORMS INC3.8K shares-0.58%2026-03-312026-04-08

DFEM DIMENSIONAL ETF TRUST62.0K shares20.87%2026-03-312026-04-08

SHV ISHARES TR19.1K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC3.0K shares-8.84%2026-03-312026-04-08

ARMK ARAMARK51.5K shares0.00%2026-03-312026-04-08

FNV FRANCO NEV CORP7.9K shares0.00%2026-03-312026-04-08

EFA ISHARES TR19.2K shares-1.04%2026-03-312026-04-08

VT VANGUARD INTL EQUITY INDEX F12.8K shares0.54%2026-03-312026-04-08

Sponsored

IWM ISHARES TR6.9K shares-1.35%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR68.6K shares9.06%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR65.0K shares-1.78%2026-03-312026-04-08

SFST SOUTHERN FIRST BANCSHARES30.4K shares-0.27%2026-03-312026-04-08

ORCL ORACLE CORP11.0K shares-0.80%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC13.3K shares-6.03%2026-03-312026-04-08

SCHB SCHWAB STRATEGIC TR63.2K shares-25.89%2026-03-312026-04-08

DE DEERE & CO2.8K shares-1.42%2026-03-312026-04-08

Sponsored

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC72.7K shares-62.81%2026-03-312026-04-08

UNM UNUM GROUP20.0K shares-0.08%2026-03-312026-04-08

RWO SPDR INDEX SHS FDS30.9K shares-2.88%2026-03-312026-04-08

BROADCOM INC BROADCOM INC4.4K shares19.20%2026-03-312026-04-08

AMGN AMGEN INC3.7K shares-4.26%2026-03-312026-04-08

IEMG ISHARES INC18.5K shares-1.51%2026-03-312026-04-08

IWV ISHARES TR3.4K shares-12.75%2026-03-312026-04-08

GBTC GRAYSCALE BITCOIN TRUST ETF23.7K shares0.00%2026-03-312026-04-08

Sponsored

INTU INTUIT2.9K shares-3.43%2026-03-312026-04-08

HD HOME DEPOT INC3.8K shares1.51%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.4K shares-0.30%2026-03-312026-04-08

LEN LENNAR CORP13.3K shares-0.51%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC3.4K shares4.36%2026-03-312026-04-08

MCD MCDONALDS CORP3.7K shares1.86%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR11.1K shares3.64%2026-03-312026-04-08

VV VANGUARD INDEX FDS3.7K shares-0.84%2026-03-312026-04-08

Sponsored

SUSA ISHARES TR8.2K shares0.01%2026-03-312026-04-08

NEE NEXTERA ENERGY INC11.6K shares1.69%2026-03-312026-04-08

DHR DANAHER CORPORATION5.6K shares-3.40%2026-03-312026-04-08

GLD SPDR GOLD TR2.3K sharesnew addition2026-03-312026-04-08

CHD CHURCH & DWIGHT CO INC10.6K shares-1.25%2026-03-312026-04-08

BPOP POPULAR INC7.3K shares0.00%2026-03-312026-04-08

SLV ISHARES SILVER TR14.1K sharesnew addition2026-03-312026-04-08

FCCO FIRST CMNTY CORP S C32.9K shares-8.00%2026-03-312026-04-08

Sponsored

JLL JONES LANG LASALLE INC3.0K shares-1.14%2026-03-312026-04-08

SW SMURFIT WESTROCK PLC23.1K shares0.00%2026-03-312026-04-08

CAH CARDINAL HEALTH INC4.3K shares-0.09%2026-03-312026-04-08

DFAE DIMENSIONAL ETF TRUST26.7K shares40.93%2026-03-312026-04-08

CSCO CISCO SYS INC11.6K shares4.50%2026-03-312026-04-08

ROP ROPER TECHNOLOGIES INC2.5K shares0.53%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-1.78%2026-03-312026-04-08

MET METLIFE INC12.1K shares-0.17%2026-03-312026-04-08

Sponsored

WCC WESCO INTL INC3.1K shares-0.23%2026-03-312026-04-08

PG PROCTER AND GAMBLE CO5.8K shares-2.54%2026-03-312026-04-08

CVX CHEVRON CORP NEW3.9K shares-5.00%2026-03-312026-04-08

YUM YUM BRANDS INC5.1K shares-0.45%2026-03-312026-04-08

DIS DISNEY WALT CO8.1K shares-3.39%2026-03-312026-04-08

DFGR DIMENSIONAL ETF TRUST29.3K shares61.07%2026-03-312026-04-08

ESGV VANGUARD WORLD FD6.7K shares9.85%2026-03-312026-04-08

LOW LOWES COS INC3.2K shares-3.37%2026-03-312026-04-08

Sponsored

GM GENERAL MTRS CO10.0K shares-3.40%2026-03-312026-04-08

HPE HEWLETT PACKARD ENTERPRISE C31.0K shares0.03%2026-03-312026-04-08

TSLA TESLA INC2.0K shares-4.15%2026-03-312026-04-08

PWR QUANTA SVCS INC1.3K shares-14.99%2026-03-312026-04-08

MPC MARATHON PETE CORP2.9K shares-0.47%2026-03-312026-04-08

PFE PFIZER INC25.5K shares-6.37%2026-03-312026-04-08

R RYDER SYS INC3.5K shares-1.31%2026-03-312026-04-08

EE EXCELERATE ENERGY INC21.0K shares0.00%2026-03-312026-04-08

Sponsored

CB CHUBB LIMITED2.2K shares4.57%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.4K shares-3.43%2026-03-312026-04-08

T AT&T INC23.0K shares-6.88%2026-03-312026-04-08

DISV DIMENSIONAL ETF TRUST16.4K shares0.02%2026-03-312026-04-08

HON HONEYWELL INTL INC2.8K shares-1.25%2026-03-312026-04-08

INTC INTEL CORP14.4K shares-5.10%2026-03-312026-04-08

UHS UNIVERSAL HLTH SVCS INC3.4K shares-2.67%2026-03-312026-04-08

AVEM AMERICAN CENTY ETF TR7.4K shares0.00%2026-03-312026-04-08

Sponsored

SCHE SCHWAB STRATEGIC TR18.1K shares3.28%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR1.0K shares20.14%2026-03-312026-04-08

OUNZ VANECK MERK GOLD ETF12.8K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO CO NEW7.1K shares-8.35%2026-03-312026-04-08

GEV GE VERNOVA INC646 shares-1.22%2026-03-312026-04-08

ASML ASML HOLDING N V422 shares0.00%2026-03-312026-04-08

THE CIGNA GROUP THE CIGNA GROUP2.1K shares-0.10%2026-03-312026-04-08

V VISA INC1.8K shares-10.06%2026-03-312026-04-08

Sponsored

NSC NORFOLK SOUTHN CORP1.9K shares-1.30%2026-03-312026-04-08

SM SM ENERGY CO17.4K sharesnew addition2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC2.0K shares-10.37%2026-03-312026-04-08

VTRS VIATRIS INC39.3K shares-1.85%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC1.5K shares-4.65%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS7.2K shares0.00%2026-03-312026-04-08

ALL ALLSTATE CORP2.5K shares-3.24%2026-03-312026-04-08

NFLX NETFLIX INC5.5K shares-5.57%2026-03-312026-04-08

Sponsored

JBL JABIL INC2.0K shares-2.72%2026-03-312026-04-08

ABBV ABBVIE INC2.4K shares-4.51%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC2.5K shares-3.57%2026-03-312026-04-08

MCO MOODYS CORP1.2K shares-0.60%2026-03-312026-04-08

HCA HCA HEALTHCARE INC1.1K shares-3.85%2026-03-312026-04-08

AMAT APPLIED MATLS INC1.4K shares-18.07%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.4K shares-10.95%2026-03-312026-04-08

RTX RTX CORPORATION2.5K shares-1.40%2026-03-312026-04-08

Sponsored

SCHA SCHWAB STRATEGIC TR16.6K shares1.19%2026-03-312026-04-08

FI FISERV INC8.5K shares-0.18%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC3.6K shares-16.61%2026-03-312026-04-08

UAL UNITED AIRLS HLDGS INC5.0K shares22.17%2026-03-312026-04-08

CME CME GROUP INC1.6K shares-1.27%2026-03-312026-04-08

APA CORPORATION APA CORPORATION10.8K shares26.35%2026-03-312026-04-08

IWB ISHARES TR1.3K shares0.00%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR14.8K shares4.45%2026-03-312026-04-08

Sponsored

TFC TRUIST FINL CORP9.7K shares23.20%2026-03-312026-04-08

D DOMINION ENERGY INC7.2K shares-1.13%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS2.0K shares0.24%2026-03-312026-04-08

MRP MILLROSE PPTYS INC15.1K sharesnew addition2026-03-312026-04-08

SHEL SHELL PLC4.5K shares12.45%2026-03-312026-04-08

ADI ANALOG DEVICES INC1.3K shares8.37%2026-03-312026-04-08

CDW CDW CORP3.4K shares0.23%2026-03-312026-04-08

UI UBIQUITI INC515 shares0.00%2026-03-312026-04-08

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares0.00%2026-03-312026-04-08

SON SONOCO PRODS CO7.5K shares0.77%2026-03-312026-04-08

IEFA ISHARES TR4.4K sharesnew addition2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC473 shares11.82%2026-03-312026-04-08

IWF ISHARES TR925 shares0.00%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC2.4K shares-6.47%2026-03-312026-04-08

TPR TAPESTRY INC2.8K shares-0.50%2026-03-312026-04-08

MA MASTERCARD INCORPORATED776 shares31.53%2026-03-312026-04-08

Sponsored

MSI MOTOROLA SOLUTIONS INC891 shares-0.56%2026-03-312026-04-08

PGR PROGRESSIVE CORP1.9K shares0.42%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC7.5K shares-13.88%2026-03-312026-04-08

EZBC FRANKLIN TEMPLETON DIGITAL H9.5K shares0.00%2026-03-312026-04-08

COOPER COS INC COOPER COS INC5.1K shares0.00%2026-03-312026-04-08

L LOEWS CORP3.4K shares0.00%2026-03-312026-04-08

TRV TRAVELERS COMPANIES INC1.2K shares37.54%2026-03-312026-04-08

CVS CVS HEALTH CORP5.0K shares-11.41%2026-03-312026-04-08

Sponsored

WSM WILLIAMS SONOMA INC1.9K shares-2.12%2026-03-312026-04-08

IJH ISHARES TR5.2K sharesnew addition2026-03-312026-04-08

PSX PHILLIPS 661.9K shares-3.42%2026-03-312026-04-08

BWXT BWX TECHNOLOGIES INC1.7K shares-0.48%2026-03-312026-04-08

RNR RENAISSANCERE HLDGS LTD1.1K shares-6.72%2026-03-312026-04-08

VUG VANGUARD INDEX FDS774 shares0.00%2026-03-312026-04-08

EMXF ISHARES TR7.1K shares0.00%2026-03-312026-04-08

AN AUTONATION INC1.7K shares-8.43%2026-03-312026-04-08

Sponsored

JCI JOHNSON CTLS INTL PLC2.6K shares-0.89%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO5.5K shares-3.91%2026-03-312026-04-08

EQT CORP EQT CORP5.1K shares-2.02%2026-03-312026-04-08

ARW ARROW ELECTRS INC2.3K shares-0.74%2026-03-312026-04-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.9K shares1.45%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO1.1K shares-11.10%2026-03-312026-04-08

BIIB BIOGEN INC1.8K shares-3.93%2026-03-312026-04-08

TXN TEXAS INSTRS INC1.7K shares-11.49%2026-03-312026-04-08

Sponsored

IGIC INTL GNRL INSURANCE HLDNGS L13.1K shares0.00%2026-03-312026-04-08

SCHW SCHWAB CHARLES CORP3.4K shares-7.11%2026-03-312026-04-08

DFAS DIMENSIONAL ETF TRUST4.4K sharesnew addition2026-03-312026-04-08

UBER UBER TECHNOLOGIES INC4.4K shares-14.35%2026-03-312026-04-08

MMM 3M CO2.1K shares-0.74%2026-03-312026-04-08

BLACKROCK INC BLACKROCK INC324 shares1.25%2026-03-312026-04-08

IYR ISHARES TR3.3K shares0.00%2026-03-312026-04-08

CRM SALESFORCE INC1.6K shares-15.15%2026-03-312026-04-08

Sponsored

FDX FEDEX CORP862 shares-5.27%2026-03-312026-04-08

NET CLOUDFLARE INC1.5K shares0.00%2026-03-312026-04-08

IWP ISHARES TR2.4K shares-2.30%2026-03-312026-04-08

ODFL OLD DOMINION FREIGHT LINE IN1.6K sharesnew addition2026-03-312026-04-08

F FORD MTR CO26.4K shares-3.47%2026-03-312026-04-08

DFSV DIMENSIONAL ETF TRUST8.5K shares0.01%2026-03-312026-04-08

ESGD ISHARES TR3.1K shares0.00%2026-03-312026-04-08

TT TRANE TECHNOLOGIES PLC690 shares-12.55%2026-03-312026-04-08

Sponsored

EOG EOG RES INC1.9K sharesnew addition2026-03-312026-04-08

KNSL KINSALE CAP GROUP INC803 shares0.00%2026-03-312026-04-08

NGVT INGEVITY CORP3.8K shares-0.49%2026-03-312026-04-08

WRB BERKLEY W R CORP4.1K shares-4.25%2026-03-312026-04-08

MO ALTRIA GROUP INC4.1K shares-16.54%2026-03-312026-04-08

AON PLC AON PLC845 shares-0.12%2026-03-312026-04-08

HP INC HP INC14.2K shares27.03%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS2.9K shares0.00%2026-03-312026-04-08

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA2.1K sharesnew addition2026-03-312026-04-08

DOV DOVER CORP1.3K shares0.00%2026-03-312026-04-08

COP CONOCOPHILLIPS2.0K sharesnew addition2026-03-312026-04-08

YUMC YUM CHINA HLDGS INC5.3K shares0.00%2026-03-312026-04-08

CSX CSX CORP6.3K shares-0.33%2026-03-312026-04-08

HSY HERSHEY CO1.2K shares-12.79%2026-03-312026-04-08

AVRE AMERICAN CENTY ETF TR5.7K shares0.23%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS2.8K shares-6.32%2026-03-312026-04-08

Sponsored

BAX BAXTER INTL INC14.9K shares-0.61%2026-03-312026-04-08

NXPI NXP SEMICONDUCTORS N V1.3K sharesnew addition2026-03-312026-04-08

MCK MCKESSON CORP279 shares-7.31%2026-03-312026-04-08

VO VANGUARD INDEX FDS830 shares0.00%2026-03-312026-04-08

VONE VANGUARD SCOTTSDALE FDS807 shares0.00%2026-03-312026-04-08

APP APPLOVIN CORP596 shares-8.87%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-10.79%2026-03-312026-04-08

TJX TJX COS INC NEW1.4K sharesnew addition2026-03-312026-04-08

Sponsored

ADBE ADOBE INC945 sharesnew addition2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP375 sharesnew addition2026-03-312026-04-08

TGT TARGET CORP1.9K sharesnew addition2026-03-312026-04-08

HDV ISHARES TR1.7K shares0.00%2026-03-312026-04-08

ALB ALBEMARLE CORP1.3K sharesnew addition2026-03-312026-04-08

ORA ORMAT TECHNOLOGIES INC2.0K shares0.00%2026-03-312026-04-08

FLR FLUOR CORP NEW4.7K shares-20.09%2026-03-312026-04-08

CMCSA COMCAST CORP NEW7.7K shares-23.22%2026-03-312026-04-08

Sponsored

QCOM QUALCOMM INC1.7K shares-24.77%2026-03-312026-04-08

PNC PNC FINL SVCS GROUP INC1.0K shares-0.86%2026-03-312026-04-08

VIPER ENERGY INC VIPER ENERGY INC4.6K sharesnew addition2026-03-312026-04-08

WELL WELLTOWER INC1.1K shares-1.00%2026-03-312026-04-08

CBRE CBRE GROUP INC1.6K shares-7.46%2026-03-312026-04-08

MRCY MERCURY SYS INC2.9K shares0.00%2026-03-312026-04-08

SOUTHSTATE BK CORP SOUTHSTATE BK CORP2.3K shares0.00%2026-03-312026-04-08

BTI BRITISH AMERN TOB PLC3.6K shares0.00%2026-03-312026-04-08

Sponsored

NULV NUSHARES ETF TR4.6K shares0.00%2026-03-312026-04-08

SO SOUTHERN CO2.2K shares-15.10%2026-03-312026-04-08

VGT VANGUARD WORLD FD292 sharesnew addition2026-03-312026-04-08

FNDX SCHWAB STRATEGIC TR7.3K sharesnew addition2026-03-312026-04-08

DC DAKOTA GOLD CORP40.2K shares0.00%2026-03-312026-04-08

VSTS VESTIS CORPORATION25.8K shares-8.18%2026-03-312026-04-08

SBET SHARPLINK GAMING INC30.0K shares186.18%2026-03-312026-04-08

BRT BRT APARTMENTS CORP13.5K shares-22.98%2026-03-312026-04-08

Sponsored

RIVN RIVIAN AUTOMOTIVE INC11.4K sharesnew addition2026-03-312026-04-08

ASRV AMERISERV FINL INC42.5K shares0.00%2026-03-312026-04-08

AWF ALLIANCEBERNSTEIN GLOBAL HIG13.0K shares0.00%2026-03-312026-04-08

SGMT SAGIMET BIOSCIENCES INC18.1K shares-39.72%2026-03-312026-04-08

PRME PRIME MEDICINE INC25.2K shares0.00%2026-03-312026-04-08

PACB PACIFIC BIOSCIENCES CALIF IN51.2K shares-48.76%2026-03-312026-04-08

FORTRESS BIOTECH INC FORTRESS BIOTECH INC14.5K shares0.00%2026-03-312026-04-08

XEROX HOLDINGS CORP XEROX HOLDINGS CORP100.0K shares0.00%2026-03-312026-04-08

Sponsored

DSTL

ETF SER SOLUTIONS

0.96%

Shares1.4M

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

-0.68%

Shares221.0K

Event2026-03-31

Filed2026-04-08

STIP

ISHARES TR

10.39%

Shares602.3K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-1.39%

Shares212.6K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

-2.54%

Shares446.3K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

-2.26%

Shares528.3K

Event2026-03-31

Filed2026-04-08

JMTG

J P MORGAN EXCHANGE TRADED F

-14.56%

Shares467.8K

Event2026-03-31

Filed2026-04-08

UNP

UNION PAC CORP

-0.08%

Shares84.9K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

-0.15%

Shares93.5K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-1.37%

Shares30.9K

Event2026-03-31

Filed2026-04-08

DFAW

DIMENSIONAL ETF TRUST

3.02%

Shares211.9K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-4.16%

Shares54.8K

Event2026-03-31

Filed2026-04-08

PSLV

SPROTT ASSET MANAGEMENT LP

29.78%

Shares565.3K

Event2026-03-31

Filed2026-04-08

DFIS

DIMENSIONAL ETF TRUST

5.77%

Shares374.1K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

1.59%

Shares14.5K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

0.50%

Shares158.5K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

-25.60%

Shares43.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

0.94%

Shares21.5K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-4.98%

Shares27.3K

Event2026-03-31

Filed2026-04-08

SCHO

SCHWAB STRATEGIC TR

-3.67%

Shares300.7K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO.

2.09%

Shares21.5K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

-9.23%

Shares34.9K

Event2026-03-31

Filed2026-04-08

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares170.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-3.75%

Shares21.9K

Event2026-03-31

Filed2026-04-08

SPY

SPDR S&P 500 ETF TR

0.10%

Shares7.1K

Event2026-03-31

Filed2026-04-08

VEU

VANGUARD INTL EQUITY INDEX F

30.98%

Shares49.7K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

4.43%

Shares29.6K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares85.3K

Event2026-03-31

Filed2026-04-08

EDWARDS LIFESCIENCES CORP

-0.02%

Shares40.0K

Event2026-03-31

Filed2026-04-08

EEM

ISHARES TR

-3.54%

Shares56.1K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

3.93%

Shares65.0K

Event2026-03-31

Filed2026-04-08

WORKIVA INC

0.00%

Shares53.0K

Event2026-03-31

Filed2026-04-08

MTB

M & T BK CORP

-6.32%

Shares15.1K

Event2026-03-31

Filed2026-04-08

INFL

LISTED FDS TR

6.86%

Shares58.7K

Event2026-03-31

Filed2026-04-08

IJS

ISHARES TR

-52.01%

Shares25.4K

Event2026-03-31

Filed2026-04-08

GRAYSCALE BITCOIN MINI TR ET

1535.57%

Shares99.2K

Event2026-03-31

Filed2026-04-08

SCZ

ISHARES TR

-4.09%

Shares36.1K

Event2026-03-31

Filed2026-04-08

SCHC

SCHWAB STRATEGIC TR

7.59%

Shares60.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-2.53%

Shares9.5K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

5.67%

Shares33.7K

Event2026-03-31

Filed2026-04-08

AVDE

AMERICAN CENTY ETF TR

-33.62%

Shares30.0K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-10.14%

Shares10.0K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

0.06%

Shares4.9K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-4.86%

Shares2.5K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

-1.84%

Shares13.2K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

0.64%

Shares20.3K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHSL CORP NEW

3.17%

Shares2.2K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-3.85%

Shares14.4K

Event2026-03-31

Filed2026-04-08