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The Analysis of Accel Wealth Management's Holdings & P&L

Currently, Accel Wealth Management holds 290 types of securities in its portfolio with a total value $383.4M. In the most recent quarter, they have increased their positions in BUFQ (+79.4K shares, valued at $2.8M), VNLA (+50.1K shares, valued at $2.5M), RDVI (+81.4K shares, valued at $2.1M); decreased their positions in QYLD (-114.2K shares, valued at $2.0M), N/A (-1.5K shares, valued at $854.8K), ISPY (-12.0K shares, valued at $521.6K); initiated new positions in BUFQ (+79.4K shares, valued at $2.8M), N/A (+92.5K shares, valued at $1.9M), FMAR (+9.2K shares, valued at $448.0K).

1M P&L

+9.8M+2.73%

3M P&L

-4.9M-1.32%

HY P&L

+16.2M+4.61%

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/A259.2M

73.0%

2Semiconductors12.2M

3.4%

3Consumer Electronics7.2M

2.0%

Top Industries by Stock Count

1N/A147 stocks

55.3%

2Asset Management9 stocks

3.4%

3Semiconductors8 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRO ISHARES TR243.0K shares5.59%2026-03-312026-04-08

VNLA JANUS DETROIT STR TR344.6K shares17.03%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR411.2K shares0.92%2026-03-312026-04-08

VTV VANGUARD INDEX FDS47.7K shares6.09%2026-03-312026-04-08

VTI VANGUARD INDEX FDS28.7K shares4.06%2026-03-312026-04-08

RDVY FIRST TR EXCHANGE TRADED FD114.6K shares16.62%2026-03-312026-04-08

AAPL APPLE INC28.4K shares-1.80%2026-03-312026-04-08

VOE VANGUARD INDEX FDS36.8K shares6.26%2026-03-312026-04-08

Sponsored

AMZN AMAZON COM INC31.7K shares0.70%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE153.8K shares12.86%2026-03-312026-04-08

ITA ISHARES TR28.8K shares9.75%2026-03-312026-04-08

DFIV DIMENSIONAL ETF TRUST118.8K shares24.08%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR10.8K shares-12.03%2026-03-312026-04-08

PTY PIMCO CORPORATE & INCOME OPP504.4K shares0.36%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS39.2K shares-0.23%2026-03-312026-04-08

NVDA NVIDIA CORPORATION32.7K shares0.88%2026-03-312026-04-08

Sponsored

CGGR CAPITAL GROUP GROWTH ETF133.0K shares6.84%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR102.7K shares19.31%2026-03-312026-04-08

AGG ISHARES TR49.3K shares18.10%2026-03-312026-04-08

GLD SPDR GOLD TR10.5K shares2.05%2026-03-312026-04-08

VBK VANGUARD INDEX FDS14.8K shares22.90%2026-03-312026-04-08

ALPHABET INC ALPHABET INC15.3K shares-1.56%2026-03-312026-04-08

XMMO INVESCO EXCHANGE TRADED FD T28.6K shares15.22%2026-03-312026-04-08

IGEB ISHARES TR89.2K shares16.96%2026-03-312026-04-08

Sponsored

DE DEERE & CO7.1K shares-0.22%2026-03-312026-04-08

KCE SPDR SERIES TRUST25.8K shares7.50%2026-03-312026-04-08

MSFT MICROSOFT CORP9.5K shares-1.20%2026-03-312026-04-08

ANGL VANECK ETF TRUST117.9K shares-4.86%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares2.19%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS14.7K shares1.60%2026-03-312026-04-08

KMI KINDER MORGAN INC DEL86.8K shares1.09%2026-03-312026-04-08

RTX RTX CORPORATION14.7K shares-4.13%2026-03-312026-04-08

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI79.4K sharesnew addition2026-03-312026-04-08

IMCG ISHARES TR33.9K shares16.98%2026-03-312026-04-08

VDE VANGUARD WORLD FD14.0K shares8.11%2026-03-312026-04-08

RDVI FIRST TR EXCHANGE-TRADED FD94.7K shares610.95%2026-03-312026-04-08

SDVY FIRST TR EXCHANGE TRADED FD61.2K shares17.96%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO8.1K shares-0.10%2026-03-312026-04-08

VRP INVESCO EXCH TRADED FD TR II98.9K shares36.23%2026-03-312026-04-08

SHLD GLOBAL X FDS32.1K shares9.08%2026-03-312026-04-08

Sponsored

ISPY PROSHARES TR52.0K shares-18.79%2026-03-312026-04-08

INTC INTEL CORP50.8K shares6.24%2026-03-312026-04-08

PEP PEPSICO INC14.2K shares0.89%2026-03-312026-04-08

VDC VANGUARD WORLD FD9.4K shares0.20%2026-03-312026-04-08

JPEM J P MORGAN EXCHANGE TRADED F33.9K shares1.03%2026-03-312026-04-08

VPU VANGUARD WORLD FD10.4K shares6.82%2026-03-312026-04-08

BROADCOM INC BROADCOM INC6.6K shares1.07%2026-03-312026-04-08

EVT EATON VANCE TAX ADVT DIV INC82.6K shares-0.78%2026-03-312026-04-08

Sponsored

PLTR PALANTIR TECHNOLOGIES INC13.5K shares1.06%2026-03-312026-04-08

BUFR FIRST TR EXCHNG TRADED FD VI57.4K shares789.58%2026-03-312026-04-08

GAB GABELLI EQUITY TR INC343.6K shares-2.46%2026-03-312026-04-08

XLF SELECT SECTOR SPDR TR38.7K shares1.05%2026-03-312026-04-08

FVD FIRST TR EXCHANGE-TRADED FD40.6K shares2.84%2026-03-312026-04-08

UTF COHEN & STEERS INFRASTRUCTUR73.1K shares-5.00%2026-03-312026-04-08

VUG VANGUARD INDEX FDS4.3K shares3.12%2026-03-312026-04-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD92.5K sharesnew addition2026-03-312026-04-08

Sponsored

SMH VANECK ETF TRUST4.6K shares25.40%2026-03-312026-04-08

FAUG FIRST TR EXCHNG TRADED FD VI32.2K shares-1.01%2026-03-312026-04-08

LGOV FIRST TR EXCHANGE-TRADED FD76.3K shares5.57%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC4.8K shares0.70%2026-03-312026-04-08

XSMO INVESCO EXCHANGE TRADED FD T21.0K shares1.58%2026-03-312026-04-08

NEM NEWMONT CORP14.6K shares1.29%2026-03-312026-04-08

VHT VANGUARD WORLD FD5.8K shares-0.24%2026-03-312026-04-08

XLU SELECT SECTOR SPDR TR33.5K shares-11.94%2026-03-312026-04-08

Sponsored

FV FIRST TR EXCHANGE TRADED FD25.4K shares-11.74%2026-03-312026-04-08

BLACKSTONE INC BLACKSTONE INC13.0K shares-0.71%2026-03-312026-04-08

VEA VANGUARD TAX-MANAGED FDS22.6K shares0.05%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON5.9K shares-1.11%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS5.9K shares26.24%2026-03-312026-04-08

XIDE FIRST TR EXCHNG TRADED FD VI47.2K shares2.92%2026-03-312026-04-08

PECO PHILLIPS EDISON & CO INC36.7K shares-0.67%2026-03-312026-04-08

XLI SELECT SECTOR SPDR TR8.4K shares92.65%2026-03-312026-04-08

Sponsored

PG PROCTER & GAMBLE CO9.3K shares3.84%2026-03-312026-04-08

IVV ISHARES TR2.0K shares-13.14%2026-03-312026-04-08

CVX CHEVRON CORPORATION6.4K shares8.83%2026-03-312026-04-08

RVT ROYCE SMALL CAP TRUST INC77.1K shares-11.11%2026-03-312026-04-08

XOM EXXON MOBIL CORP7.3K shares4.67%2026-03-312026-04-08

AIRR FIRST TR EXCHANGE TRADED FD11.0K shares-1.29%2026-03-312026-04-08

FFEB FIRST TR EXCHNG TRADED FD VI21.6K shares12.51%2026-03-312026-04-08

ALPHABET INC ALPHABET INC4.2K shares3.42%2026-03-312026-04-08

Sponsored

NUKZ EXCHANGE TRADED CONCEPTS TRU18.3K shares15.23%2026-03-312026-04-08

FMAY FIRST TR EXCHNG TRADED FD VI22.6K shares-0.88%2026-03-312026-04-08

FSEP FIRST TR EXCHNG TRADED FD VI23.2K shares0.00%2026-03-312026-04-08

CAT CATERPILLAR INC1.6K shares6.23%2026-03-312026-04-08

IYW ISHARES TR6.1K shares-24.34%2026-03-312026-04-08

FTHI FIRST TR EXCHANGE TRADED FD47.8K shares0.42%2026-03-312026-04-08

WMT WALMART INC8.8K shares6.60%2026-03-312026-04-08

VOT VANGUARD INDEX FDS4.2K shares1.20%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC5.3K shares-0.11%2026-03-312026-04-08

ABBV ABBVIE INC4.9K shares9.16%2026-03-312026-04-08

PRU PRUDENTIAL FINL INC10.7K shares-5.55%2026-03-312026-04-08

PFF ISHARES TR34.1K shares-0.39%2026-03-312026-04-08

VMBS VANGUARD SCOTTSDALE FDS21.9K shares12.94%2026-03-312026-04-08

FJUL FIRST TR EXCHNG TRADED FD VI18.6K shares-2.11%2026-03-312026-04-08

NOC NORTHROP GRUMMAN CORP1.5K shares0.14%2026-03-312026-04-08

ARCC ARES CAPITAL CORP54.7K shares-0.75%2026-03-312026-04-08

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II36.0K shares12.26%2026-03-312026-04-08

LLY ELI LILLY & CO1.0K shares0.77%2026-03-312026-04-08

LMT LOCKHEED MARTIN CORP1.6K shares-1.93%2026-03-312026-04-08

PID INVESCO EXCHANGE TRADED FD T42.3K shares-14.03%2026-03-312026-04-08

BAC BANK AMERICA CORP19.3K shares6.96%2026-03-312026-04-08

NEE NEXTERA ENERGY INC9.7K shares-7.37%2026-03-312026-04-08

SPEU SPDR INDEX SHS FDS17.3K shares-0.91%2026-03-312026-04-08

IWF ISHARES TR2.0K shares-3.45%2026-03-312026-04-08

Sponsored

TSLA TESLA INC2.3K shares2.86%2026-03-312026-04-08

FTSL FIRST TR EXCHANGE-TRADED FD18.6K shares-16.79%2026-03-312026-04-08

XHB SPDR SERIES TRUST8.4K shares-1.35%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF21.0K shares-0.12%2026-03-312026-04-08

IWM ISHARES TR3.2K shares-1.82%2026-03-312026-04-08

PAVE GLOBAL X FDS15.7K shares3.70%2026-03-312026-04-08

PKB INVESCO EXCHANGE TRADED FD T8.1K shares-10.91%2026-03-312026-04-08

FPE FIRST TR EXCH TRADED FD III44.3K shares-1.38%2026-03-312026-04-08

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares1.44%2026-03-312026-04-08

CSB VICTORY PORTFOLIOS II12.4K shares-9.48%2026-03-312026-04-08

MGK VANGUARD WORLD FD2.0K shares7.42%2026-03-312026-04-08

SCHF SCHWAB STRATEGIC TR29.9K shares2.75%2026-03-312026-04-08

STWD STARWOOD PPTY TR INC42.8K shares0.69%2026-03-312026-04-08

CGBL CAPITAL GROUP CORE BALANCED21.3K shares22.47%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-3.01%2026-03-312026-04-08

AHR AMERICAN HEALTHCARE REIT INC15.5K shares0.32%2026-03-312026-04-08

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD14.0K shares0.55%2026-03-312026-04-08

CSCO CISCO SYS INC8.9K shares-0.33%2026-03-312026-04-08

CASY CASEYS GEN STORES INC949 shares0.00%2026-03-312026-04-08

WPC WP CAREY INC10.0K shares0.77%2026-03-312026-04-08

ADM ARCHER DANIELS MIDLAND CO9.3K shares-4.89%2026-03-312026-04-08

NLR VANECK ETF TRUST4.9K shares2.12%2026-03-312026-04-08

XISE FIRST TR EXCHNG TRADED FD VI21.5K shares-7.41%2026-03-312026-04-08

AMP AMERIPRISE FINL INC1.4K shares0.35%2026-03-312026-04-08

Sponsored

CITIGROUP INC CITIGROUP INC5.5K shares33.32%2026-03-312026-04-08

VLO VALERO ENERGY CORP2.5K shares-5.02%2026-03-312026-04-08

UUUU ENERGY FUELS INC34.0K shares15.01%2026-03-312026-04-08

META META PLATFORMS INC1.1K shares1.03%2026-03-312026-04-08

IBOT VANECK ETF TRUST11.2K shares13.99%2026-03-312026-04-08

SPYI NEOS ETF TRUST12.0K shares-3.47%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION594 shares2.06%2026-03-312026-04-08

HON HONEYWELL INTL INC2.6K shares-8.21%2026-03-312026-04-08

Sponsored

CEG CONSTELLATION ENERGY CORP2.1K shares7.00%2026-03-312026-04-08

VO VANGUARD INDEX FDS2.0K shares2.97%2026-03-312026-04-08

HTGC HERCULES CAPITAL INC39.7K shares1.76%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.9K shares-3.13%2026-03-312026-04-08

BUG GLOBAL X FDS23.0K shares4.12%2026-03-312026-04-08

FOCT FIRST TR EXCHNG TRADED FD VI11.8K shares-0.75%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC665 shares-0.45%2026-03-312026-04-08

VB VANGUARD INDEX FDS2.1K shares-18.92%2026-03-312026-04-08

Sponsored

ROCKET LAB CORP ROCKET LAB CORP8.6K shares-4.24%2026-03-312026-04-08

LNT ALLIANT ENERGY CORP7.6K shares-6.07%2026-03-312026-04-08

PM PHILIP MORRIS INTL INC3.3K shares0.43%2026-03-312026-04-08

QTEC FIRST TR EXCHANGE-TRADED FD2.4K shares-32.76%2026-03-312026-04-08

DSEP FIRST TR EXCHNG TRADED FD VI11.8K shares-12.41%2026-03-312026-04-08

VGT VANGUARD WORLD FD721 shares4.64%2026-03-312026-04-08

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.5K shares0.14%2026-03-312026-04-08

DVN DEVON ENERGY CORP NEW9.9K shares20.08%2026-03-312026-04-08

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares8.61%2026-03-312026-04-08

JPC NUVEEN PFD & INCOME OPPORTUN65.0K shares-4.85%2026-03-312026-04-08

VIOO VANGUARD ADMIRAL FDS INC4.2K shares-2.67%2026-03-312026-04-08

OKE ONEOK INC NEW5.3K shares24.14%2026-03-312026-04-08

COKE COCA COLA CONS INC2.5K shares7.28%2026-03-312026-04-08

PFFD GLOBAL X FDS25.3K shares-22.51%2026-03-312026-04-08

COP CONOCOPHILLIPS3.5K shares0.43%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares-3.24%2026-03-312026-04-08

Sponsored

NRG NRG ENERGY INC3.1K shares0.00%2026-03-312026-04-08

DVLU FIRST TR EXCHANGE TRADED FD13.4K shares-3.93%2026-03-312026-04-08

BCD ABRDN ETFS12.8K shares50.53%2026-03-312026-04-08

IYK ISHARES TR6.5K shares-10.89%2026-03-312026-04-08

PGF INVESCO EXCHANGE TRADED FD T32.8K shares-1.36%2026-03-312026-04-08

BA BOEING CO2.3K shares1.58%2026-03-312026-04-08

FMAR FIRST TR EXCHNG TRADED FD VI9.2K sharesnew addition2026-03-312026-04-08

XIMR FIRST TR EXCHNG TRADED FD VI14.2K shares5.76%2026-03-312026-04-08

Sponsored

HNDL STRATEGY SHS19.9K shares-7.51%2026-03-312026-04-08

FJAN FIRST TR EXCHNG TRADED FD VI8.6K sharesnew addition2026-03-312026-04-08

CET CENTRAL SECS CORP8.7K shares0.00%2026-03-312026-04-08

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN20.4K shares25.27%2026-03-312026-04-08

V VISA INC1.4K shares-2.57%2026-03-312026-04-08

EMR EMERSON ELEC CO3.2K shares-5.70%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC1.1K shares-1.64%2026-03-312026-04-08

SPGI S&P GLOBAL INC957 shares0.53%2026-03-312026-04-08

Sponsored

TDVI FIRST TR EXCHANGE-TRADED FD15.3K sharesnew addition2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR3.0K shares3.09%2026-03-312026-04-08

SPYG SPDR SERIES TRUST4.1K shares-5.31%2026-03-312026-04-08

ATI ATI INC2.7K shares-9.81%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F7.2K shares-6.36%2026-03-312026-04-08

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.0K shares15.27%2026-03-312026-04-08

XMLV INVESCO EXCH TRADED FD TR II6.2K shares2.05%2026-03-312026-04-08

ARM ARM HOLDINGS PLC2.6K shares-25.01%2026-03-312026-04-08

Sponsored

GLW CORNING INC2.9K sharesnew addition2026-03-312026-04-08

ILCG ISHARES TR4.1K shares-6.50%2026-03-312026-04-08

STNE STONECO LTD26.6K shares0.00%2026-03-312026-04-08

SRLN SSGA ACTIVE ETF TR9.3K shares0.87%2026-03-312026-04-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD11.1K shares29.24%2026-03-312026-04-08

BP BP PLC7.9K shares-3.15%2026-03-312026-04-08

FCX FREEPORT MCMORAN INC6.3K shares0.94%2026-03-312026-04-08

BHK BLACKROCK CORE BD TR40.1K shares-19.24%2026-03-312026-04-08

Sponsored

USB US BANCORP7.0K shares0.01%2026-03-312026-04-08

MCD MCDONALDS CORP1.1K shares-9.42%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS7.8K shares-4.60%2026-03-312026-04-08

CRM SALESFORCE INC1.9K shares-0.47%2026-03-312026-04-08

FTGC FIRST TR EXCHANGE TRAD FD VI12.0K shares-14.65%2026-03-312026-04-08

QYLD GLOBAL X FDS19.9K shares-85.15%2026-03-312026-04-08

MPC MARATHON PETE CORP1.4K shares0.22%2026-03-312026-04-08

LNG CHENIERE ENERGY INC1.2K shares1.79%2026-03-312026-04-08

Sponsored

ADPV SERIES PORTFOLIOS TR8.0K shares24.89%2026-03-312026-04-08

WWD WOODWARD INC933 shares0.00%2026-03-312026-04-08

NFLX NETFLIX INC.3.4K shares26.49%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR4.0K shares3.97%2026-03-312026-04-08

FNOV FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2026-03-312026-04-08

DIS DISNEY WALT CO3.3K shares-9.21%2026-03-312026-04-08

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

FUTY FIDELITY COVINGTON TRUST5.3K shares-30.28%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO1.0K shares-3.46%2026-03-312026-04-08

SOUN SOUNDHOUND AI INC45.2K shares16.57%2026-03-312026-04-08

AEP AMERICAN ELEC PWR CO INC2.3K shares-1.57%2026-03-312026-04-08

XLC SELECT SECTOR SPDR TR2.7K shares5.61%2026-03-312026-04-08

SLV ISHARES SILVER TR4.4K shares-1.23%2026-03-312026-04-08

MA MASTERCARD INCORPORATED594 shares-7.04%2026-03-312026-04-08

KO COCA COLA CO3.9K shares-6.11%2026-03-312026-04-08

VCSH VANGUARD SCOTTSDALE FDS3.7K shares-0.83%2026-03-312026-04-08

Sponsored

FPXI FIRST TR EXCHANGE-TRADED FD4.7K shares0.06%2026-03-312026-04-08

GEV GE VERNOVA INC335 sharesnew addition2026-03-312026-04-08

PFE PFIZER INC10.3K shares14.86%2026-03-312026-04-08

SCHX SCHWAB STRATEGIC TR11.3K shares0.18%2026-03-312026-04-08

GM GENERAL MTRS CO3.9K shares-4.16%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC5.7K shares-11.88%2026-03-312026-04-08

QCOM QUALCOMM INC2.2K shares-16.74%2026-03-312026-04-08

COF CAPITAL ONE FINL CORP1.5K shares40.92%2026-03-312026-04-08

Sponsored

PGX INVESCO EXCH TRADED FD TR II25.4K shares-27.73%2026-03-312026-04-08

CSWC CAPITAL SOUTHWEST CORP12.5K shares0.10%2026-03-312026-04-08

T AT&T INC9.5K shares8.36%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE969 shares0.10%2026-03-312026-04-08

EMXC ISHARES INC3.5K shares-7.91%2026-03-312026-04-08

OGE OGE ENERGY CORP5.6K shares0.00%2026-03-312026-04-08

SATS ECHOSTAR CORP2.3K shares0.00%2026-03-312026-04-08

KVUE KENVUE INC14.6K shares-0.47%2026-03-312026-04-08

Sponsored

HDV ISHARES TR1.8K shares-5.03%2026-03-312026-04-08

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

TROW PRICE T ROWE GROUP INC2.7K shares-4.28%2026-03-312026-04-08

UNP UNION PAC CORP1.0K shares-0.79%2026-03-312026-04-08

XEL XCEL ENERGY INC3.1K shares-15.67%2026-03-312026-04-08

BSX BOSTON SCIENTIFIC CORP3.8K shares-4.17%2026-03-312026-04-08

COWZ PACER FDS TR3.8K shares0.00%2026-03-312026-04-08

SO SOUTHERN CO2.5K shares-1.19%2026-03-312026-04-08

Sponsored

KBE SPDR SERIES TRUST4.0K shares6.92%2026-03-312026-04-08

ARISTA NETWORKS INC ARISTA NETWORKS INC1.9K shares0.72%2026-03-312026-04-08

DFAC DIMENSIONAL ETF TRUST6.1K shares0.03%2026-03-312026-04-08

ABT ABBOTT LABORATORIES2.3K shares-5.65%2026-03-312026-04-08

VBR VANGUARD INDEX FDS1.1K shares-7.76%2026-03-312026-04-08

RY ROYAL BK CDA1.5K shares0.00%2026-03-312026-04-08

FPEI FIRST TR EXCH TRADED FD III12.4K shares-1.23%2026-03-312026-04-08

SPYV SPDR SERIES TRUST4.1K shares-8.47%2026-03-312026-04-08

Sponsored

WMB WILLIAMS COS INC3.2K sharesnew addition2026-03-312026-04-08

IUSV ISHARES TR2.3K shares0.00%2026-03-312026-04-08

FIW FIRST TR EXCHANGE-TRADED FD2.2K shares1.55%2026-03-312026-04-08

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-08

CRWD CROWDSTRIKE HLDGS INC580 shares7.21%2026-03-312026-04-08

F FORD MTR CO19.5K shares68.95%2026-03-312026-04-08

PFXF VANECK ETF TRUST12.8K shares0.02%2026-03-312026-04-08

XLV SELECT SECTOR SPDR TR1.5K shares3.45%2026-03-312026-04-08

Sponsored

ETG EATON VANCE TX ADV GLBL DIV11.1K shares0.77%2026-03-312026-04-08

SPYD SPDR SERIES TRUST4.9K shares0.41%2026-03-312026-04-08

AMAT APPLIED MATLS INC641 sharesnew addition2026-03-312026-04-08

ROBT FIRST TR EXCHANGE TRADED FD4.7K sharesnew addition2026-03-312026-04-08

ROK ROCKWELL AUTOMATION INC605 shares0.00%2026-03-312026-04-08

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-04-08

PKST PEAKSTONE REALTY TRUST10.3K shares-1.84%2026-03-312026-04-08

MMM 3M CO1.5K sharesnew addition2026-03-312026-04-08

Sponsored

MEDTRONIC PLC MEDTRONIC PLC2.5K shares0.70%2026-03-312026-04-08

MTUM ISHARES TR885 sharesnew addition2026-03-312026-04-08

BBLU EA SERIES TRUST14.3K shares-18.42%2026-03-312026-04-08

NUE NUCOR CORP1.2K shares-3.49%2026-03-312026-04-08

DFUS DIMENSIONAL ETF TRUST2.9K shares-15.16%2026-03-312026-04-08

AVDV AMERICAN CENTY ETF TR2.1K sharesnew addition2026-03-312026-04-08

XOVR ENTREPRENEURSHARES SERIES TR12.3K sharesnew addition2026-03-312026-04-08

LAM RESEARCH CORP LAM RESEARCH CORP967 sharesnew addition2026-03-312026-04-08

Sponsored

UBER UBER TECHNOLOGIES INC2.9K shares-11.92%2026-03-312026-04-08

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-08

AVDE AMERICAN CENTY ETF TR2.4K shares-9.84%2026-03-312026-04-08

ADI ANALOG DEVICES INC633 sharesnew addition2026-03-312026-04-08

RYLD GLOBAL X FDS13.4K shares-4.97%2026-03-312026-04-08

TRIN TRINITY CAP INC13.4K shares11.50%2026-03-312026-04-08

VALE VALE S A12.1K sharesnew addition2026-03-312026-04-08

CHCT COMMUNITY HEALTHCARE TR INC12.0K shares0.00%2026-03-312026-04-08

Sponsored

KRP KIMBELL RTY PARTNERS LP12.0K shares0.00%2026-03-312026-04-08

PK PARK HOTELS & RESORTS INC12.0K shares0.00%2026-03-312026-04-08

LTRX LANTRONIX INC24.0K shares0.00%2026-03-312026-04-08

RXRX RECURSION PHARMACEUTICALS IN39.2K shares-2.49%2026-03-312026-04-08

GSBD GOLDMAN SACHS BDC INC12.0K shares0.00%2026-03-312026-04-08

FSK FS KKR CAP CORP10.2K shares0.00%2026-03-312026-04-08

ILPT INDUSTRIAL LOGISTICS PPTYS T10.2K shares0.00%2026-03-312026-04-08

TCPC BLACKROCK TCP CAPITAL CORP12.0K shares0.00%2026-03-312026-04-08

Sponsored

MYO MYOMO INC34.2K shares-14.67%2026-03-312026-04-08

GABELLI EQUITY TR INC GABELLI EQUITY TR INC338.8K sharesnew addition2026-03-312026-04-08

DGRO

ISHARES TR

5.59%

Shares243.0K

Event2026-03-31

Filed2026-04-08

VNLA

JANUS DETROIT STR TR

17.03%

Shares344.6K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

0.92%

Shares411.2K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

6.09%

Shares47.7K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

4.06%

Shares28.7K

Event2026-03-31

Filed2026-04-08

RDVY

FIRST TR EXCHANGE TRADED FD

16.62%

Shares114.6K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-1.80%

Shares28.4K

Event2026-03-31

Filed2026-04-08

VOE

VANGUARD INDEX FDS

6.26%

Shares36.8K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.70%

Shares31.7K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

12.86%

Shares153.8K

Event2026-03-31

Filed2026-04-08

ITA

ISHARES TR

9.75%

Shares28.8K

Event2026-03-31

Filed2026-04-08

DFIV

DIMENSIONAL ETF TRUST

24.08%

Shares118.8K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-12.03%

Shares10.8K

Event2026-03-31

Filed2026-04-08

PTY

PIMCO CORPORATE & INCOME OPP

0.36%

Shares504.4K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

-0.23%

Shares39.2K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.88%

Shares32.7K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

6.84%

Shares133.0K

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

19.31%

Shares102.7K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

18.10%

Shares49.3K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

2.05%

Shares10.5K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

22.90%

Shares14.8K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-1.56%

Shares15.3K

Event2026-03-31

Filed2026-04-08

XMMO

INVESCO EXCHANGE TRADED FD T

15.22%

Shares28.6K

Event2026-03-31

Filed2026-04-08

IGEB

ISHARES TR

16.96%

Shares89.2K

Event2026-03-31

Filed2026-04-08

DEERE & CO

-0.22%

Shares7.1K

Event2026-03-31

Filed2026-04-08

KCE

SPDR SERIES TRUST

7.50%

Shares25.8K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-1.20%

Shares9.5K

Event2026-03-31

Filed2026-04-08

ANGL

VANECK ETF TRUST

-4.86%

Shares117.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

2.19%

Shares5.6K

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

1.60%

Shares14.7K

Event2026-03-31

Filed2026-04-08

KMI

KINDER MORGAN INC DEL

1.09%

Shares86.8K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

-4.13%

Shares14.7K

Event2026-03-31

Filed2026-04-08

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares79.4K

Event2026-03-31

Filed2026-04-08

IMCG

ISHARES TR

16.98%

Shares33.9K

Event2026-03-31

Filed2026-04-08

VDE

VANGUARD WORLD FD

8.11%

Shares14.0K

Event2026-03-31

Filed2026-04-08

RDVI

FIRST TR EXCHANGE-TRADED FD

610.95%

Shares94.7K

Event2026-03-31

Filed2026-04-08

SDVY

FIRST TR EXCHANGE TRADED FD

17.96%

Shares61.2K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

-0.10%

Shares8.1K

Event2026-03-31

Filed2026-04-08

VRP

INVESCO EXCH TRADED FD TR II

36.23%

Shares98.9K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

9.08%

Shares32.1K

Event2026-03-31

Filed2026-04-08

ISPY

PROSHARES TR

-18.79%

Shares52.0K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

6.24%

Shares50.8K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

0.89%

Shares14.2K

Event2026-03-31

Filed2026-04-08

VDC

VANGUARD WORLD FD

0.20%

Shares9.4K

Event2026-03-31

Filed2026-04-08

JPEM

J P MORGAN EXCHANGE TRADED F

1.03%

Shares33.9K

Event2026-03-31

Filed2026-04-08

VPU

VANGUARD WORLD FD

6.82%

Shares10.4K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

1.07%

Shares6.6K

Event2026-03-31

Filed2026-04-08

EVT

EATON VANCE TAX ADVT DIV INC

-0.78%

Shares82.6K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

1.06%

Shares13.5K

Event2026-03-31

Filed2026-04-08

BUFR

FIRST TR EXCHNG TRADED FD VI

789.58%

Shares57.4K

Event2026-03-31

Filed2026-04-08

GAB

GABELLI EQUITY TR INC

-2.46%

Shares343.6K

Event2026-03-31

Filed2026-04-08

XLF

SELECT SECTOR SPDR TR

1.05%

Shares38.7K

Event2026-03-31

Filed2026-04-08

FVD

FIRST TR EXCHANGE-TRADED FD

2.84%

Shares40.6K

Event2026-03-31

Filed2026-04-08

UTF

COHEN & STEERS INFRASTRUCTUR

-5.00%

Shares73.1K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

3.12%

Shares4.3K

Event2026-03-31

Filed2026-04-08

FIRST TR EXCHANGE-TRADED FD

New

Shares92.5K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

25.40%

Shares4.6K

Event2026-03-31

Filed2026-04-08

FAUG

FIRST TR EXCHNG TRADED FD VI

-1.01%

Shares32.2K

Event2026-03-31

Filed2026-04-08

LGOV

FIRST TR EXCHANGE-TRADED FD

5.57%

Shares76.3K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

0.70%

Shares4.8K

Event2026-03-31

Filed2026-04-08

XSMO

INVESCO EXCHANGE TRADED FD T

1.58%

Shares21.0K

Event2026-03-31

Filed2026-04-08

NEM

NEWMONT CORP

1.29%

Shares14.6K

Event2026-03-31

Filed2026-04-08

VHT

VANGUARD WORLD FD

-0.24%

Shares5.8K

Event2026-03-31

Filed2026-04-08

XLU

SELECT SECTOR SPDR TR

-11.94%

Shares33.5K

Event2026-03-31

Filed2026-04-08

FIRST TR EXCHANGE TRADED FD

-11.74%

Shares25.4K

Event2026-03-31

Filed2026-04-08

BLACKSTONE INC

-0.71%

Shares13.0K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

0.05%

Shares22.6K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

-1.11%

Shares5.9K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

26.24%

Shares5.9K

Event2026-03-31

Filed2026-04-08

XIDE

FIRST TR EXCHNG TRADED FD VI

2.92%

Shares47.2K

Event2026-03-31

Filed2026-04-08

PECO

PHILLIPS EDISON & CO INC

-0.67%

Shares36.7K

Event2026-03-31

Filed2026-04-08

XLI

SELECT SECTOR SPDR TR

92.65%

Shares8.4K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

3.84%

Shares9.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

-13.14%

Shares2.0K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

8.83%

Shares6.4K

Event2026-03-31

Filed2026-04-08

RVT

ROYCE SMALL CAP TRUST INC

-11.11%

Shares77.1K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

4.67%

Shares7.3K

Event2026-03-31

Filed2026-04-08

AIRR

FIRST TR EXCHANGE TRADED FD

-1.29%

Shares11.0K

Event2026-03-31

Filed2026-04-08

FFEB

FIRST TR EXCHNG TRADED FD VI

12.51%

Shares21.6K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

3.42%

Shares4.2K

Event2026-03-31

Filed2026-04-08

NUKZ

EXCHANGE TRADED CONCEPTS TRU

15.23%

Shares18.3K

Event2026-03-31

Filed2026-04-08

FMAY

FIRST TR EXCHNG TRADED FD VI

-0.88%

Shares22.6K

Event2026-03-31

Filed2026-04-08

FSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares23.2K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

6.23%

Shares1.6K

Event2026-03-31

Filed2026-04-08

IYW

ISHARES TR

-24.34%

Shares6.1K

Event2026-03-31

Filed2026-04-08

FTHI

FIRST TR EXCHANGE TRADED FD

0.42%

Shares47.8K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

6.60%

Shares8.8K

Event2026-03-31

Filed2026-04-08

VOT

VANGUARD INDEX FDS

1.20%

Shares4.2K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

-0.11%

Shares5.3K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

9.16%

Shares4.9K

Event2026-03-31

Filed2026-04-08

PRU

PRUDENTIAL FINL INC

-5.55%

Shares10.7K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

-0.39%

Shares34.1K

Event2026-03-31

Filed2026-04-08

VMBS

VANGUARD SCOTTSDALE FDS

12.94%

Shares21.9K

Event2026-03-31

Filed2026-04-08

FJUL

FIRST TR EXCHNG TRADED FD VI

-2.11%

Shares18.6K

Event2026-03-31

Filed2026-04-08

NOC

NORTHROP GRUMMAN CORP

0.14%

Shares1.5K

Event2026-03-31

Filed2026-04-08

ARCC

ARES CAPITAL CORP

-0.75%

Shares54.7K

Event2026-03-31

Filed2026-04-08

INVESCO EXCH TRADED FD TR II

12.26%

Shares36.0K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

0.77%

Shares1.0K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

-1.93%

Shares1.6K

Event2026-03-31

Filed2026-04-08

PID

INVESCO EXCHANGE TRADED FD T

-14.03%

Shares42.3K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

6.96%

Shares19.3K

Event2026-03-31

Filed2026-04-08

NEE

NEXTERA ENERGY INC

-7.37%

Shares9.7K

Event2026-03-31

Filed2026-04-08

SPEU

SPDR INDEX SHS FDS

-0.91%

Shares17.3K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-3.45%

Shares2.0K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

2.86%

Shares2.3K

Event2026-03-31

Filed2026-04-08

FTSL

FIRST TR EXCHANGE-TRADED FD

-16.79%

Shares18.6K

Event2026-03-31

Filed2026-04-08

XHB

SPDR SERIES TRUST

-1.35%

Shares8.4K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

-0.12%

Shares21.0K

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

-1.82%

Shares3.2K

Event2026-03-31

Filed2026-04-08

PAVE

GLOBAL X FDS

3.70%

Shares15.7K

Event2026-03-31

Filed2026-04-08

PKB

INVESCO EXCHANGE TRADED FD T

-10.91%

Shares8.1K

Event2026-03-31

Filed2026-04-08

FPE

FIRST TR EXCH TRADED FD III

-1.38%

Shares44.3K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

1.44%

Shares1.6K

Event2026-03-31

Filed2026-04-08

CSB

VICTORY PORTFOLIOS II

-9.48%

Shares12.4K

Event2026-03-31

Filed2026-04-08

MGK

VANGUARD WORLD FD

7.42%

Shares2.0K

Event2026-03-31

Filed2026-04-08

SCHF

SCHWAB STRATEGIC TR

2.75%

Shares29.9K

Event2026-03-31

Filed2026-04-08

STWD

STARWOOD PPTY TR INC

0.69%

Shares42.8K

Event2026-03-31

Filed2026-04-08

CGBL

CAPITAL GROUP CORE BALANCED

22.47%

Shares21.3K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.01%

Shares2.2K

Event2026-03-31

Filed2026-04-08

AHR

AMERICAN HEALTHCARE REIT INC

0.32%

Shares15.5K

Event2026-03-31

Filed2026-04-08

FDL

FIRST TR EXCHANGE-TRADED FD

0.55%

Shares14.0K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-0.33%

Shares8.9K

Event2026-03-31

Filed2026-04-08

CASY

CASEYS GEN STORES INC

0.00%

Shares949

Event2026-03-31

Filed2026-04-08

WPC

WP CAREY INC

0.77%

Shares10.0K

Event2026-03-31

Filed2026-04-08

ADM

ARCHER DANIELS MIDLAND CO

-4.89%

Shares9.3K

Event2026-03-31

Filed2026-04-08

NLR

VANECK ETF TRUST

2.12%

Shares4.9K

Event2026-03-31

Filed2026-04-08

XISE

FIRST TR EXCHNG TRADED FD VI

-7.41%

Shares21.5K

Event2026-03-31

Filed2026-04-08

AMP

AMERIPRISE FINL INC

0.35%

Shares1.4K

Event2026-03-31

Filed2026-04-08

CITIGROUP INC

33.32%

Shares5.5K

Event2026-03-31

Filed2026-04-08

VLO

VALERO ENERGY CORP

-5.02%

Shares2.5K

Event2026-03-31

Filed2026-04-08

UUUU

ENERGY FUELS INC

15.01%

Shares34.0K

Event2026-03-31

Filed2026-04-08