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The Analysis of Accurate Wealth Management, LLC's Holdings & P&L

Currently, Accurate Wealth Management, LLC holds 533 types of securities in its portfolio with a total value $830.9M. In the most recent quarter, they have increased their positions in NVDA (+136.2K shares, valued at $25.7M), FTSM (+175.8K shares, valued at $10.5M), XLE (+145.4K shares, valued at $8.3M); decreased their positions in CLIP (-132.5K shares, valued at $13.3M), N/A (-14.2K shares, valued at $8.7M), IBRX (-489.4K shares, valued at $3.7M); initiated new positions in HDV (+47.0K shares, valued at $6.3M), HSIC (+18.3K shares, valued at $1.4M), MSCI (+2.4K shares, valued at $1.3M).

1M P&L

+1.3M+0.16%

3M P&L

-25.3M-3.14%

HY P&L

+14.0M+1.82%

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/A314.1M

42.3%

2Semiconductors54.3M

7.3%

3Consumer Electronics32.2M

4.3%

Top Industries by Stock Count

1N/A225 stocks

46.1%

2Utilities - Regulated Electric14 stocks

2.9%

3Semiconductors10 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION237.1K shares135.15%2026-03-312026-04-23

AAPL APPLE INC123.8K shares8.09%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T37.2K shares4.50%2026-03-312026-04-23

CLIP GLOBAL X FDS182.4K shares-42.08%2026-03-312026-04-23

MSFT MICROSOFT CORP41.2K shares10.94%2026-03-312026-04-23

AMZN AMAZON COM INC60.2K shares18.13%2026-03-312026-04-23

PG PROCTER & GAMBLE CO90.4K shares1.87%2026-03-312026-04-23

FTSM FIRST TR EXCHANGE-TRADED FD204.6K shares610.73%2026-03-312026-04-23

Sponsored

TSLA TESLA INC34.8K shares-5.08%2026-03-312026-04-23

XOM EXXON MOBIL CORP77.6K shares2.67%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO36.8K shares0.27%2026-03-312026-04-23

ALPHABET INC ALPHABET INC34.9K shares4.66%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR17.8K shares-44.43%2026-03-312026-04-23

IEFA ISHARES TR113.6K shares5.31%2026-03-312026-04-23

BROADCOM INC BROADCOM INC28.8K shares4.81%2026-03-312026-04-23

GLD SPDR GOLD TR21.2K shares-5.54%2026-03-312026-04-23

Sponsored

AGG ISHARES TR92.9K shares10.40%2026-03-312026-04-23

META META PLATFORMS INC13.8K shares0.58%2026-03-312026-04-23

XLE SELECT SECTOR SPDR TR150.9K shares2627.16%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON30.2K shares7.43%2026-03-312026-04-23

IJH ISHARES TR96.9K shares9.45%2026-03-312026-04-23

WMT WALMART INC53.3K shares1.62%2026-03-312026-04-23

RRC RANGE RES CORP154.3K shares-3.14%2026-03-312026-04-23

CAT CATERPILLAR INC8.2K shares8.90%2026-03-312026-04-23

Sponsored

HDV ISHARES TR47.0K sharesnew addition2026-03-312026-04-23

BSJR INVESCO EXCH TRD SLF IDX FD271.0K shares180.88%2026-03-312026-04-23

GBIL GOLDMAN SACHS ETF TR53.1K shares20.30%2026-03-312026-04-23

LLY ELI LILLY & CO5.2K shares-2.00%2026-03-312026-04-23

CVX CHEVRON CORPORATION25.0K shares-8.31%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR33.0K shares5.02%2026-03-312026-04-23

ALPHABET INC ALPHABET INC13.6K shares11.99%2026-03-312026-04-23

VMBS VANGUARD SCOTTSDALE FDS88.9K shares4.13%2026-03-312026-04-23

Sponsored

HD HOME DEPOT INC12.1K shares5.24%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST111.0K shares0.55%2026-03-312026-04-23

CLSE TRUST FOR PROFESSIONAL MANAG133.1K shares-14.69%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP15.0K shares-3.17%2026-03-312026-04-23

ABBV ABBVIE INC19.0K shares7.07%2026-03-312026-04-23

RSST TIDAL TRUST II132.3K shares-2.73%2026-03-312026-04-23

MGK VANGUARD WORLD FD9.8K shares3.05%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.8K shares13.99%2026-03-312026-04-23

Sponsored

AON PLC AON PLC11.8K shares0.06%2026-03-312026-04-23

MO ALTRIA GROUP INC54.8K shares-1.96%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION3.7K shares64.15%2026-03-312026-04-23

AMAT APPLIED MATLS INC9.1K shares95.81%2026-03-312026-04-23

SPIB SPDR SERIES TRUST107.4K shares3.76%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS5.7K shares-0.03%2026-03-312026-04-23

ITOT ISHARES TR22.4K shares-37.28%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC26.9K shares31.09%2026-03-312026-04-23

Sponsored

ISRG INTUITIVE SURGICAL INC7.1K shares1.54%2026-03-312026-04-23

BSJQ INVESCO EXCH TRD SLF IDX FD137.4K shares-0.07%2026-03-312026-04-23

CSCO CISCO SYS INC37.0K shares-3.74%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC23.7K shares-2.04%2026-03-312026-04-23

NFLX NETFLIX INC.29.3K shares5.60%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR33.2K shares116.28%2026-03-312026-04-23

AVDV AMERICAN CENTY ETF TR28.0K shares46.59%2026-03-312026-04-23

SMH VANECK ETF TRUST6.6K shares22.69%2026-03-312026-04-23

Sponsored

AMD ADVANCED MICRO DEVICES INC11.9K shares30.40%2026-03-312026-04-23

VTI VANGUARD INDEX FDS8.6K shares2.83%2026-03-312026-04-23

SCHE SCHWAB STRATEGIC TR82.8K shares-23.77%2026-03-312026-04-23

RSSB TIDAL TRUST II97.5K shares-14.49%2026-03-312026-04-23

BIL SPDR SERIES TRUST30.2K shares-12.54%2026-03-312026-04-23

VUG VANGUARD INDEX FDS5.9K shares-28.08%2026-03-312026-04-23

MCD MCDONALDS CORP8.9K shares15.31%2026-03-312026-04-23

COP CONOCOPHILLIPS22.1K shares9.76%2026-03-312026-04-23

Sponsored

DFIC DIMENSIONAL ETF TRUST72.2K shares4.84%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST65.6K shares4.96%2026-03-312026-04-23

OUNZ VANECK MERK GOLD ETF57.9K shares24.06%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS44.8K shares-14.24%2026-03-312026-04-23

MA MASTERCARD INCORPORATED5.2K shares-15.17%2026-03-312026-04-23

ZM ZOOM COMMUNICATIONS INC32.3K shares-19.18%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP20.0K shares167.10%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE8.2K shares119.91%2026-03-312026-04-23

Sponsored

BAC BANK AMERICA CORP47.5K shares2.43%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST69.4K shares-6.34%2026-03-312026-04-23

DFUS DIMENSIONAL ETF TRUST33.5K shares6.74%2026-03-312026-04-23

XYZ BLOCK INC39.9K shares-19.71%2026-03-312026-04-23

HIG HARTFORD INSURANCE GROUP INC18.0K shares136.45%2026-03-312026-04-23

V VISA INC8.1K shares4.29%2026-03-312026-04-23

RTX RTX CORPORATION12.0K shares2.84%2026-03-312026-04-23

RAAX VANECK ETF TRUST58.0K shares33.72%2026-03-312026-04-23

Sponsored

PM PHILIP MORRIS INTL INC14.6K shares16.31%2026-03-312026-04-23

PEP PEPSICO INC14.9K shares11.11%2026-03-312026-04-23

BOXX EA SERIES TRUST20.1K shares1007.16%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC18.4K shares6.81%2026-03-312026-04-23

ORCL ORACLE CORP16.5K shares26.82%2026-03-312026-04-23

RSG REPUBLIC SVCS INC10.5K shares-23.28%2026-03-312026-04-23

IJR ISHARES TR17.2K shares5.73%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP2.3K shares13.83%2026-03-312026-04-23

Sponsored

VZ VERIZON COMMUNICATIONS INC48.1K shares15.99%2026-03-312026-04-23

HWM HOWMET AEROSPACE INC8.5K shares-4.78%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC9.7K shares3.22%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS26.9K shares2.57%2026-03-312026-04-23

VONG VANGUARD SCOTTSDALE FDS18.2K shares72.75%2026-03-312026-04-23

TIDAL TRUST II TIDAL TRUST II89.6K shares-37.28%2026-03-312026-04-23

SO SOUTHERN CO21.2K shares7.15%2026-03-312026-04-23

MCK MCKESSON CORP2.3K shares-24.90%2026-03-312026-04-23

Sponsored

IBM INTERNATIONAL BUSINESS MACHS8.4K shares7.00%2026-03-312026-04-23

ARISTA NETWORKS INC ARISTA NETWORKS INC12.8K shares11.31%2026-03-312026-04-23

T AT&T INC71.2K shares22.80%2026-03-312026-04-23

IEMG ISHARES INC25.0K shares-25.83%2026-03-312026-04-23

BSCQ INVESCO EXCH TRD SLF IDX FD92.8K shares18.76%2026-03-312026-04-23

KO COCA COLA CO23.4K shares1.47%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC15.5K shares147.45%2026-03-312026-04-23

IJJ ISHARES TR12.7K shares7.48%2026-03-312026-04-23

Sponsored

DELL DELL TECHNOLOGIES INC9.7K shares-15.13%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC12.6K shares5.05%2026-03-312026-04-23

BSCR INVESCO EXCH TRD SLF IDX FD86.9K shares19.86%2026-03-312026-04-23

APLU ALLSPRING EXCHANGE TRADED FU68.9K shares174.85%2026-03-312026-04-23

MMC MARSH & MCLENNAN COS INC10.1K shares-25.98%2026-03-312026-04-23

MDYV SPDR SERIES TRUST19.2K shares-1.28%2026-03-312026-04-23

DE DEERE & CO2.7K shares5.57%2026-03-312026-04-23

EME EMCOR GROUP INC2.0K shares2.77%2026-03-312026-04-23

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.9K shares8.42%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC1.6K shares7.95%2026-03-312026-04-23

IVV ISHARES TR2.3K shares-15.01%2026-03-312026-04-23

MU MICRON TECHNOLOGY INC3.8K shares69.78%2026-03-312026-04-23

CENCORA INC CENCORA INC4.9K shares-25.96%2026-03-312026-04-23

XAR SPDR SERIES TRUST5.9K shares15.24%2026-03-312026-04-23

SYY SYSCO CORP21.6K shares-25.63%2026-03-312026-04-23

MET METLIFE INC21.1K shares8.44%2026-03-312026-04-23

Sponsored

GWW WW GRAINGER INC1.3K shares-31.85%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC5.0K shares6.12%2026-03-312026-04-23

ROKU ROKU INC14.9K shares7.79%2026-03-312026-04-23

PSQO PALMER SQUARE FUNDS TR73.9K shares31.85%2026-03-312026-04-23

BSCS INVESCO EXCH TRD SLF IDX FD73.9K shares26.52%2026-03-312026-04-23

VONV VANGUARD SCOTTSDALE FDS15.5K shares-32.56%2026-03-312026-04-23

AIZ ASSURANT INC6.9K shares-28.56%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD15.6K shares-29.17%2026-03-312026-04-23

Sponsored

IWY ISHARES TR5.7K shares32.92%2026-03-312026-04-23

ALL ALLSTATE CORP7.0K shares-30.74%2026-03-312026-04-23

PFE PFIZER INC54.3K shares21.45%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO4.7K shares-2.80%2026-03-312026-04-23

CAH CARDINAL HEALTH INC6.6K shares11.69%2026-03-312026-04-23

VODAFONE GROUP PLC VODAFONE GROUP PLC90.1K shares-6.99%2026-03-312026-04-23

JPIE J P MORGAN EXCHANGE TRADED F30.7K shares24.90%2026-03-312026-04-23

AVY AVERY DENNISON CORP8.2K shares-30.20%2026-03-312026-04-23

Sponsored

Z ZILLOW GROUP INC34.9K shares9.38%2026-03-312026-04-23

HSIC SCHEIN HENRY INC18.3K sharesnew addition2026-03-312026-04-23

FDX FEDEX CORP3.7K shares-11.14%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP2.2K shares3.60%2026-03-312026-04-23

PLD PROLOGIS INC.9.9K shares12.94%2026-03-312026-04-23

ROL ROLLINS INC24.6K shares-29.09%2026-03-312026-04-23

ARW ARROW ELECTRS INC8.3K shares-1.10%2026-03-312026-04-23

MSCI MSCI INC2.4K sharesnew addition2026-03-312026-04-23

Sponsored

AMGN AMGEN INC3.7K shares-3.70%2026-03-312026-04-23

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.6K shares40.94%2026-03-312026-04-23

XEL XCEL ENERGY INC15.7K shares430.61%2026-03-312026-04-23

SPYM SPDR SERIES TRUST16.2K shares26.29%2026-03-312026-04-23

QTUM ETF SER SOLUTIONS11.0K shares32.48%2026-03-312026-04-23

CMG CHIPOTLE MEXICAN GRILL INC37.5K shares-30.08%2026-03-312026-04-23

MAR MARRIOTT INTL INC NEW3.6K shares-3.07%2026-03-312026-04-23

GILD GILEAD SCIENCES INC8.9K shares13.89%2026-03-312026-04-23

Sponsored

GS GOLDMAN SACHS GROUP INC1.4K shares0.52%2026-03-312026-04-23

FITB FIFTH THIRD BANCORP24.7K shares65.34%2026-03-312026-04-23

MMM 3M CO7.9K shares-1.11%2026-03-312026-04-23

IXN ISHARES TR11.0K shares27.83%2026-03-312026-04-23

FSIG FIRST TR EXCHANGE-TRADED FD61.9K sharesnew addition2026-03-312026-04-23

FTCB FIRST TR EXCHANGE-TRADED FD55.7K sharesnew addition2026-03-312026-04-23

APH AMPHENOL CORP8.3K shares3.75%2026-03-312026-04-23

SHY ISHARES TR14.1K sharesnew addition2026-03-312026-04-23

Sponsored

HFGM TIDAL TRUST I35.3K shares390.43%2026-03-312026-04-23

CSX CSX CORP27.1K shares8.96%2026-03-312026-04-23

TJX TJX COS INC NEW7.0K shares7.79%2026-03-312026-04-23

EYLD CAMBRIA ETF TR25.9K shares-43.98%2026-03-312026-04-23

VGT VANGUARD WORLD FD1.5K shares0.20%2026-03-312026-04-23

IDEV ISHARES TR12.9K shares-25.27%2026-03-312026-04-23

VRSK VERISK ANALYTICS INC6.9K shares-26.50%2026-03-312026-04-23

DFCF DIMENSIONAL ETF TRUST26.4K sharesnew addition2026-03-312026-04-23

Sponsored

ES EVERSOURCE ENERGY16.0K shares42.52%2026-03-312026-04-23

ORR EA SERIES TRUST29.6K sharesnew addition2026-03-312026-04-23

IGM ISHARES TR8.7K shares23.92%2026-03-312026-04-23

FIRST TR EXCHANGE TRADED FD FIRST TR EXCHANGE TRADED FD45.4K shares77.19%2026-03-312026-04-23

MS MORGAN STANLEY6.2K shares55.04%2026-03-312026-04-23

YOU CLEAR SECURE INC23.7K shares-20.11%2026-03-312026-04-23

WFC WELLS FARGO & CO12.8K shares11.35%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL33.2K shares10.98%2026-03-312026-04-23

Sponsored

NTSX WISDOMTREE TR20.0K shares-9.00%2026-03-312026-04-23

ARP ADVISORS INNER CIRCLE FD II33.8K shares217.83%2026-03-312026-04-23

UJAN INNOVATOR ETFS TRUST24.9K shares-1.25%2026-03-312026-04-23

MGA MAGNA INTL INC18.7K shares-15.55%2026-03-312026-04-23

HYTR NORTHERN LTS FD TR III49.8K shares238.54%2026-03-312026-04-23

ENB ENBRIDGE INC19.4K shares-9.54%2026-03-312026-04-23

AVSE AMERICAN CENTY ETF TR14.6K shares153.74%2026-03-312026-04-23

PPA INVESCO EXCHANGE TRADED FD T5.9K shares34.93%2026-03-312026-04-23

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.9K shares14.12%2026-03-312026-04-23

VSLU ETF OPPORTUNITIES TRUST23.8K shares132.73%2026-03-312026-04-23

LEN LENNAR CORP11.5K shares25.69%2026-03-312026-04-23

SCHX SCHWAB STRATEGIC TR38.2K shares46.39%2026-03-312026-04-23

INTC INTEL CORP16.4K shares11.29%2026-03-312026-04-23

THO THOR INDS INC12.7K shares28.74%2026-03-312026-04-23

VANECK ETF TRUST VANECK ETF TRUST39.4K shares32.00%2026-03-312026-04-23

AIQ GLOBAL X FDS20.3K shares32.25%2026-03-312026-04-23

Sponsored

TFC TRUIST FINL CORP20.0K shares93.20%2026-03-312026-04-23

NLR VANECK ETF TRUST7.3K shares29.44%2026-03-312026-04-23

PRU PRUDENTIAL FINL INC10.2K shares9.99%2026-03-312026-04-23

OMCL OMNICELL COM28.7K shares-29.64%2026-03-312026-04-23

ETF SER SOLUTIONS ETF SER SOLUTIONS28.4K shares14.05%2026-03-312026-04-23

DSMC ETF SER SOLUTIONS25.9K shares-47.89%2026-03-312026-04-23

IWD ISHARES TR4.4K shares0.00%2026-03-312026-04-23

DFAU DIMENSIONAL ETF TRUST20.5K sharesnew addition2026-03-312026-04-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares66.43%2026-03-312026-04-23

USB US BANCORP17.0K shares8.46%2026-03-312026-04-23

RCL ROYAL CARIBBEAN GROUP3.4K shares0.68%2026-03-312026-04-23

QCOM QUALCOMM INC7.3K shares3.89%2026-03-312026-04-23

CMI CUMMINS INC1.5K shares15.75%2026-03-312026-04-23

CPAI NORTHERN LTS FD TR III21.8K shares168.25%2026-03-312026-04-23

BSMQ INVESCO EXCH TRD SLF IDX FD38.7K shares15.29%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC4.4K sharesnew addition2026-03-312026-04-23

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD38.0K shares18.49%2026-03-312026-04-23

NEE NEXTERA ENERGY INC9.4K shares29.92%2026-03-312026-04-23

VRT VERTIV HOLDINGS CO3.0K shares13.05%2026-03-312026-04-23

IUSB ISHARES TR18.9K shares2.38%2026-03-312026-04-23

HODL VANECK BITCOIN ETF41.8K shares35.73%2026-03-312026-04-23

LOW LOWES COS INC3.6K shares7.44%2026-03-312026-04-23

DVN DEVON ENERGY CORP NEW18.1K shares-27.37%2026-03-312026-04-23

EFV ISHARES TR11.1K shares-0.59%2026-03-312026-04-23

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD36.6K shares19.40%2026-03-312026-04-23

DAL DELTA AIR LINES INC12.6K sharesnew addition2026-03-312026-04-23

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T16.7K shares-0.57%2026-03-312026-04-23

ADI ANALOG DEVICES INC2.4K shares1.29%2026-03-312026-04-23

SGOV ISHARES TR8.3K shares47.00%2026-03-312026-04-23

HON HONEYWELL INTL INC3.5K shares2.29%2026-03-312026-04-23

AVES AMERICAN CENTY ETF TR13.0K shares173.29%2026-03-312026-04-23

GSY INVESCO ACTIVELY MANAGED EXC16.5K shares205.91%2026-03-312026-04-23

Sponsored

EATON CORP PLC EATON CORP PLC2.1K shares0.59%2026-03-312026-04-23

GPZ VANECK ETF TRUST38.5K shares26.45%2026-03-312026-04-23

GM GENERAL MTRS CO10.8K shares-4.90%2026-03-312026-04-23

ULTA ULTA BEAUTY INC1.6K shares5.08%2026-03-312026-04-23

FN FABRINET1.2K shares47.00%2026-03-312026-04-23

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC8.8K shares-34.51%2026-03-312026-04-23

PVAL PUTNAM ETF TRUST16.6K sharesnew addition2026-03-312026-04-23

SYK STRYKER CORPORATION2.3K shares44.20%2026-03-312026-04-23

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GBDC GOLUB CAP BDC INC61.2K shares-7.81%2026-03-312026-04-23

TXN TEXAS INSTRS INC3.6K shares-14.28%2026-03-312026-04-23

SOXX ISHARES TR2.0K shares-1.55%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS11.2K shares-15.05%2026-03-312026-04-23

FWRG FIRST WATCH RESTAURANT GROUP65.7K shares10.95%2026-03-312026-04-23

FTNT FORTINET INC9.7K shares-5.48%2026-03-312026-04-23

DIS DISNEY WALT CO7.5K shares16.03%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST12.0K shares5.57%2026-03-312026-04-23

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TMUS T-MOBILE US INC3.8K shares3.72%2026-03-312026-04-23

MGV VANGUARD WORLD FD4.9K shares2.61%2026-03-312026-04-23

ABNB AIRBNB INC5.6K sharesnew addition2026-03-312026-04-23

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.8K shares12.06%2026-03-312026-04-23

APRW AIM ETF PRODUCTS TRUST20.0K shares-0.04%2026-03-312026-04-23

ABT ABBOTT LABORATORIES7.1K shares-5.18%2026-03-312026-04-23

TIDAL TRUST II TIDAL TRUST II28.0K sharesnew addition2026-03-312026-04-23

FSS FEDERAL SIGNAL CORP6.1K shares2.25%2026-03-312026-04-23

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BNDX VANGUARD CHARLOTTE FDS14.6K shares0.83%2026-03-312026-04-23

BSCU INVESCO EXCH TRD SLF IDX FD41.8K shares20.10%2026-03-312026-04-23

AJG GALLAGHER ARTHUR J & CO3.3K shares18.68%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares11.90%2026-03-312026-04-23

NCDL NUVEEN CHURCHILL DIRECT LEND51.1K shares55.43%2026-03-312026-04-23

PDBC INVESCO ACTVELY MNGD ETC FD39.9K shares9.96%2026-03-312026-04-23

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD55.8K shares9.02%2026-03-312026-04-23

BSCT INVESCO EXCH TRD SLF IDX FD35.8K shares23.41%2026-03-312026-04-23

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IWF ISHARES TR1.5K shares12.87%2026-03-312026-04-23

GLW CORNING INC3.9K shares-18.63%2026-03-312026-04-23

HYG ISHARES TR8.2K shares2.32%2026-03-312026-04-23

MINT PIMCO ETF TR6.4K shares2.00%2026-03-312026-04-23

VTV VANGUARD INDEX FDS3.2K shares-65.55%2026-03-312026-04-23

PEG PUBLIC SVC ENTERPRISE GROUP7.6K shares8.69%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC7.3K shares4.92%2026-03-312026-04-23

ACWI ISHARES TR4.4K shares1.04%2026-03-312026-04-23

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PAYC PAYCOM SOFTWARE INC5.5K shares-14.23%2026-03-312026-04-23

CASY CASEYS GEN STORES INC850 shares3.16%2026-03-312026-04-23

GEV GE VERNOVA INC631 shares3.10%2026-03-312026-04-23

RWL INVESCO EXCH TRADED FD TR II5.2K shares0.00%2026-03-312026-04-23

SCHO SCHWAB STRATEGIC TR25.6K shares-31.38%2026-03-312026-04-23

FDVV FIDELITY COVINGTON TRUST10.8K shares-4.80%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II2.4K sharesnew addition2026-03-312026-04-23

JEPI J P MORGAN EXCHANGE TRADED F10.5K sharesnew addition2026-03-312026-04-23

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DFAI DIMENSIONAL ETF TRUST14.8K sharesnew addition2026-03-312026-04-23

SUB ISHARES TR5.7K shares-0.09%2026-03-312026-04-23

EIX EDISON INTL7.9K shares82.64%2026-03-312026-04-23

HUBBELL INC HUBBELL INC1.1K shares-1.60%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC5.8K shares-3.30%2026-03-312026-04-23

KLAC KLA CORP341 sharesnew addition2026-03-312026-04-23

LAMR LAMAR ADVERTISING CO4.4K shares17.73%2026-03-312026-04-23

CFG CITIZENS FINL GROUP INC9.2K shares17.63%2026-03-312026-04-23

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DFSD DIMENSIONAL ETF TRUST12.1K sharesnew addition2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP6.1K shares9.48%2026-03-312026-04-23

F FORD MTR CO47.7K shares93.25%2026-03-312026-04-23

NWE NORTHWESTERN ENERGY GROUP IN8.2K shares81.65%2026-03-312026-04-23

FCX FREEPORT MCMORAN INC8.5K shares-20.32%2026-03-312026-04-23

PANW PALO ALTO NETWORKS INC3.7K shares-4.30%2026-03-312026-04-23

MPC MARATHON PETE CORP2.6K shares-1.49%2026-03-312026-04-23

VXF VANGUARD INDEX FDS2.7K shares2.43%2026-03-312026-04-23

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OKTA OKTA INC9.0K sharesnew addition2026-03-312026-04-23

TBIL RBB FD INC11.4K shares0.91%2026-03-312026-04-23

WM WASTE MGMT INC DEL2.5K shares9.27%2026-03-312026-04-23

RSBT TIDAL TRUST II29.5K shares-55.90%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR6.5K shares20.93%2026-03-312026-04-23

FLRT PACER FDS TR12.1K shares17.75%2026-03-312026-04-23

JAAA JANUS DETROIT STR TR11.0K shares-46.68%2026-03-312026-04-23

HSY HERSHEY CO2.7K shares41.62%2026-03-312026-04-23

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IVW ISHARES TR4.5K shares-9.62%2026-03-312026-04-23

ORLY OREILLY AUTOMOTIVE INC5.9K shares0.69%2026-03-312026-04-23

MCO MOODYS CORP1.3K shares3.45%2026-03-312026-04-23

GRAYSCALE CHAINLINK TR ETF GRAYSCALE CHAINLINK TR ETF65.0K shares160.04%2026-03-312026-04-23

IBRX IMMUNITYBIO INC70.6K shares-87.39%2026-03-312026-04-23

DNP DNP SELECT INCOME FD INC50.2K shares7.21%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC1.2K shares-4.75%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP1.9K shares24.81%2026-03-312026-04-23

Sponsored

BP BP PLC11.3K shares0.85%2026-03-312026-04-23

DFAT DIMENSIONAL ETF TRUST8.1K shares15.39%2026-03-312026-04-23

CTAS CINTAS CORP3.0K shares-3.89%2026-03-312026-04-23

CROWN CASTLE INC CROWN CASTLE INC6.0K shares28.84%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF12.5K shares71.68%2026-03-312026-04-23

TBLL INVESCO EXCH TRADED FD TR II4.9K shares0.00%2026-03-312026-04-23

AHR AMERICAN HEALTHCARE REIT INC10.3K shares0.00%2026-03-312026-04-23

MGC VANGUARD WORLD FD2.0K shares2.35%2026-03-312026-04-23

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CMCSA COMCAST CORP NEW18.1K shares13.22%2026-03-312026-04-23

SPYG SPDR SERIES TRUST4.9K shares-6.61%2026-03-312026-04-23

BALL BALL CORP8.1K sharesnew addition2026-03-312026-04-23

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST18.7K sharesnew addition2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.9K shares-15.08%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC1.0K shares14.38%2026-03-312026-04-23

STLD STEEL DYNAMICS INC2.6K shares-30.42%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.9K shares57.97%2026-03-312026-04-23

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ASML ASML HLDG NV337 shares33.73%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.8K shares66.18%2026-03-312026-04-23

PNW PINNACLE WEST CAP CORP4.7K shares98.12%2026-03-312026-04-23

DISV DIMENSIONAL ETF TRUST11.9K shares-2.10%2026-03-312026-04-23

VLO VALERO ENERGY CORP2.0K shares3.88%2026-03-312026-04-23

UNM UNUM GROUP6.3K shares102.39%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP1.7K shares-8.29%2026-03-312026-04-23

IYW ISHARES TR2.5K shares17.64%2026-03-312026-04-23

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CRM SALESFORCE INC2.9K shares26.46%2026-03-312026-04-23

EMR EMERSON ELEC CO3.3K shares-5.49%2026-03-312026-04-23

NUE NUCOR CORP2.5K shares-1.32%2026-03-312026-04-23

PSX PHILLIPS 663.0K shares3.19%2026-03-312026-04-23

GOVT ISHARES TR20.6K shares4.04%2026-03-312026-04-23

GLXY GALAXY DIGITAL INC.21.6K shares0.15%2026-03-312026-04-23

CMS CMS ENERGY CORP5.9K shares1.65%2026-03-312026-04-23

USIG ISHARES TR8.9K shares7.61%2026-03-312026-04-23

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VIG VANGUARD SPECIALIZED FUNDS2.1K shares-46.30%2026-03-312026-04-23

AVGE AMERICAN CENTY ETF TR4.9K shares53.64%2026-03-312026-04-23

NEM NEWMONT CORP3.7K sharesnew addition2026-03-312026-04-23

VHT VANGUARD WORLD FD1.6K shares13.72%2026-03-312026-04-23

LZ LEGALZOOM COM INC78.5K shares27.97%2026-03-312026-04-23

ROCKET LAB CORP ROCKET LAB CORP6.5K shares-9.10%2026-03-312026-04-23

GNK GENCO SHIPPING & TRADING LTD18.7K shares-43.31%2026-03-312026-04-23

UBSI UNITED BANKSHARES INC WEST V9.9K shares73.08%2026-03-312026-04-23

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RBC RBC BEARINGS INC722 sharesnew addition2026-03-312026-04-23

LYB LYONDELLBASELL INDUSTRIES NV5.8K shares11.60%2026-03-312026-04-23

BND VANGUARD BD INDEX FDS5.8K shares-22.96%2026-03-312026-04-23

BA BOEING CO2.0K shares1.08%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR16.2K shares-4.51%2026-03-312026-04-23

RIO RIO TINTO PLC4.3K shares-27.88%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares-39.35%2026-03-312026-04-23

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF35.8K shares43.20%2026-03-312026-04-23

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FNF FIDELITY NATL FINL INC8.6K shares37.14%2026-03-312026-04-23

BDX BECTON DICKINSON & CO2.7K shares7.32%2026-03-312026-04-23

SLDE SLIDE INS HLDGS INC22.7K shares-0.61%2026-03-312026-04-23

SHOP SHOPIFY INC3.7K shares7.03%2026-03-312026-04-23

TROW PRICE T ROWE GROUP INC4.4K sharesnew addition2026-03-312026-04-23

XT ISHARES TR5.7K shares0.00%2026-03-312026-04-23

HAPI HARBOR ETF TRUST9.8K shares-39.81%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO6.9K shares8.52%2026-03-312026-04-23

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WPC WP CAREY INC5.6K shares17.11%2026-03-312026-04-23

DUHP DIMENSIONAL ETF TRUST10.6K sharesnew addition2026-03-312026-04-23

SWKS SKYWORKS SOLUTIONS INC7.1K shares-6.89%2026-03-312026-04-23

UJUL INNOVATOR ETFS TRUST10.1K shares0.00%2026-03-312026-04-23

DHR DANAHER CORP DEL2.1K shares12.19%2026-03-312026-04-23

PHM PULTE GROUP INC3.3K shares-1.54%2026-03-312026-04-23

GCOW PACER FDS TR8.4K shares32.28%2026-03-312026-04-23

IWV ISHARES TR1.0K shares2.55%2026-03-312026-04-23

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RBLX ROBLOX CORP6.9K sharesnew addition2026-03-312026-04-23

KEY KEYCORP17.9K shares14.00%2026-03-312026-04-23

DSTL ETF SER SOLUTIONS6.6K shares-31.64%2026-03-312026-04-23

WELL WELLTOWER INC1.8K shares4.64%2026-03-312026-04-23

WTFC WINTRUST FINL CORP2.6K shares83.52%2026-03-312026-04-23

COWZ PACER FDS TR6.1K shares-11.97%2026-03-312026-04-23

UAUG INNOVATOR ETFS TRUST9.3K shares-2.12%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC5.3K shares-34.94%2026-03-312026-04-23

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XLF SELECT SECTOR SPDR TR7.3K shares-15.44%2026-03-312026-04-23

DG DOLLAR GEN CORP3.2K shares-41.63%2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR12.1K shares19.41%2026-03-312026-04-23

JPST J P MORGAN EXCHANGE TRADED F7.3K shares0.32%2026-03-312026-04-23

EWJ ISHARES INC4.2K shares44.85%2026-03-312026-04-23

LH LABCORP HOLDINGS INC1.4K shares3.16%2026-03-312026-04-23

IWM ISHARES TR1.4K shares39.76%2026-03-312026-04-23

CF CF INDUSTRIES HOLD3.0K shares1.50%2026-03-312026-04-23

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ETR ENTERGY CORP NEW3.1K sharesnew addition2026-03-312026-04-23

CVS CVS HEALTH CORP4.5K sharesnew addition2026-03-312026-04-23

BSJS INVESCO EXCH TRD SLF IDX FD16.2K sharesnew addition2026-03-312026-04-23

CXW CORECIVIC INC17.6K shares6.12%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR3.0K shares62.72%2026-03-312026-04-23

OSEA HARBOR ETF TRUST11.4K shares-44.21%2026-03-312026-04-23

PPL PPL CORP8.7K sharesnew addition2026-03-312026-04-23

GDX VANECK ETF TRUST3.5K sharesnew addition2026-03-312026-04-23

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NVBT AIM ETF PRODUCTS TRUST9.3K shares3.20%2026-03-312026-04-23

FE FIRSTENERGY CORP6.7K sharesnew addition2026-03-312026-04-23

BFRZ INNOVATOR ETFS TRUST12.9K shares25.10%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC1.1K shares-4.65%2026-03-312026-04-23

SPYV SPDR SERIES TRUST5.8K shares-2.68%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares0.44%2026-03-312026-04-23

BSMU INVESCO EXCH TRD SLF IDX FD14.9K sharesnew addition2026-03-312026-04-23

COF CAPITAL ONE FINL CORP1.7K shares0.59%2026-03-312026-04-23

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ADP AUTOMATIC DATA PROCESSING IN1.7K shares18.33%2026-03-312026-04-23

HARBOR ETF TRUST HARBOR ETF TRUST8.0K shares-39.17%2026-03-312026-04-23

MAYT AIM ETF PRODUCTS TRUST8.6K shares-1.48%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS6.7K shares-5.78%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS6.5K shares-2.16%2026-03-312026-04-23

JULH INNOVATOR ETFS TRUST12.9K shares2.14%2026-03-312026-04-23

IGIB ISHARES TR6.0K shares12.98%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F5.6K shares-0.20%2026-03-312026-04-23

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CAG CONAGRA BRANDS INC21.0K shares90.73%2026-03-312026-04-23

GWX SPDR INDEX SHS FDS7.2K shares-0.13%2026-03-312026-04-23

NOW SERVICENOW INC3.8K shares66.08%2026-03-312026-04-23

ROST ROSS STORES INC1.4K shares13.99%2026-03-312026-04-23

SPTM SPDR SERIES TRUST3.8K shares6.73%2026-03-312026-04-23

VBR VANGUARD INDEX FDS1.4K shares-52.95%2026-03-312026-04-23

BUFQ FIRST TR EXCHNG TRADED FD VI8.6K shares-5.53%2026-03-312026-04-23

PWR QUANTA SVCS INC536 shares-6.29%2026-03-312026-04-23

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PHYS SPROTT ASSET MANAGEMENT LP8.6K shares-0.58%2026-03-312026-04-23

SILA SILA REALTY TRUST INC12.4K shares-0.99%2026-03-312026-04-23

SBUX STARBUCKS CORP3.2K shares-11.82%2026-03-312026-04-23

BSMT INVESCO EXCH TRD SLF IDX FD13.2K shares9.32%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST6.8K shares15.11%2026-03-312026-04-23

DFAE DIMENSIONAL ETF TRUST8.4K sharesnew addition2026-03-312026-04-23

AVUS AMERICAN CENTY ETF TR2.6K sharesnew addition2026-03-312026-04-23

APRT AIM ETF PRODUCTS TRUST6.9K shares-10.13%2026-03-312026-04-23

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NOC NORTHROP GRUMMAN CORP443 shares7.79%2026-03-312026-04-23

QLD PROSHARES TR4.4K shares0.00%2026-03-312026-04-23

MTZ MASTEC INC823 sharesnew addition2026-03-312026-04-23

BFEB INNOVATOR ETFS TRUST6.0K shares-6.21%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP3.0K shares32.08%2026-03-312026-04-23

DFGP DIMENSIONAL ETF TRUST5.4K sharesnew addition2026-03-312026-04-23

BALT INNOVATOR ETFS TRUST8.7K shares41.17%2026-03-312026-04-23

HOOD ROBINHOOD MKTS INC4.2K shares0.17%2026-03-312026-04-23

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ICSH ISHARES TR5.7K shares-9.40%2026-03-312026-04-23

OVV OVINTIV INC5.1K sharesnew addition2026-03-312026-04-23

EEM ISHARES TR4.6K sharesnew addition2026-03-312026-04-23

EFA ISHARES TR2.7K shares5.21%2026-03-312026-04-23

JEPQ J P MORGAN EXCHANGE TRADED F4.8K sharesnew addition2026-03-312026-04-23

BXSL BLACKSTONE SECD LENDING FD11.9K shares0.00%2026-03-312026-04-23

APOC INNOVATOR ETFS TRUST10.5K shares-28.59%2026-03-312026-04-23

DTE DTE ENERGY CO1.8K shares0.45%2026-03-312026-04-23

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MUB ISHARES TR2.5K shares-87.25%2026-03-312026-04-23

JAJL INNOVATOR ETFS TRUST9.1K shares-28.80%2026-03-312026-04-23

FNV FRANCO NEV CORP1.0K shares0.69%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS5.3K shares-55.80%2026-03-312026-04-23

UGI UGI CORP NEW6.9K shares-32.14%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO3.7K sharesnew addition2026-03-312026-04-23

TD TORONTO DOMINION BK ONT2.6K shares0.35%2026-03-312026-04-23

BANX ARROWMARK FINANCIAL CORP13.3K shares-8.34%2026-03-312026-04-23

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UNP UNION PAC CORP1.0K shares3.30%2026-03-312026-04-23

LMB LIMBACH HLDGS INC3.1K shares1.99%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L6.9K sharesnew addition2026-03-312026-04-23

SSUS STRATEGY SHS5.3K shares0.00%2026-03-312026-04-23

MNST MONSTER BEVERAGE CORP NEW3.4K shares12.79%2026-03-312026-04-23

OBDC BLUE OWL CAPITAL CORPORATION23.6K shares-2.18%2026-03-312026-04-23

VOE VANGUARD INDEX FDS1.4K shares-18.89%2026-03-312026-04-23

IGSB ISHARES TR4.9K shares6.30%2026-03-312026-04-23

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JANT AIM ETF PRODUCTS TRUST6.1K shares15.40%2026-03-312026-04-23

IEI ISHARES TR2.1K shares1.43%2026-03-312026-04-23

TGT TARGET CORP2.1K shares-18.47%2026-03-312026-04-23

OKE ONEOK INC NEW2.9K sharesnew addition2026-03-312026-04-23

STIP ISHARES TR2.4K shares-1.71%2026-03-312026-04-23

ELV ELEVANCE HEALTH INC FORMERLY799 shares4.04%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC4.2K shares-4.88%2026-03-312026-04-23

BSCV INVESCO EXCH TRD SLF IDX FD14.8K shares2.50%2026-03-312026-04-23

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USEP INNOVATOR ETFS TRUST6.1K shares-3.23%2026-03-312026-04-23

AA ALCOA CORP3.3K sharesnew addition2026-03-312026-04-23

AWK AMERICAN WTR WKS CO INC NEW1.8K shares-44.94%2026-03-312026-04-23

OZ BELPOINTE PREP LLC4.6K sharesnew addition2026-03-312026-04-23

SEIM SEI EXCHANGE TRADED FUNDS4.9K shares0.88%2026-03-312026-04-23

LIBERTY GLOBAL LTD LIBERTY GLOBAL LTD20.3K shares11.47%2026-03-312026-04-23

SHYG ISHARES TR5.6K shares4.60%2026-03-312026-04-23

QUAL ISHARES TR1.2K shares-9.77%2026-03-312026-04-23

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HCA HCA HEALTHCARE INC475 sharesnew addition2026-03-312026-04-23

GLPI GAMING & LEISURE P5.1K sharesnew addition2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW8.5K sharesnew addition2026-03-312026-04-23

ACWV ISHARES INC2.0K shares-9.53%2026-03-312026-04-23

SEIV SEI EXCHANGE TRADED FUNDS5.5K shares0.51%2026-03-312026-04-23

SPDR SERIES TRUST SPDR SERIES TRUST2.4K shares-5.45%2026-03-312026-04-23

RUNN STRATEGIC TRUST7.1K shares-48.77%2026-03-312026-04-23

BUNGE GLOBAL SA BUNGE GLOBAL SA1.9K sharesnew addition2026-03-312026-04-23

Sponsored

TXT TEXTRON INC2.5K shares8.11%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A485 shares-53.14%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40356 shares2.89%2026-03-312026-04-23

GPIQ GOLDMAN SACHS ETF TR4.4K shares0.00%2026-03-312026-04-23

CB CHUBB LTD SWITZ698 shares4.80%2026-03-312026-04-23

MAIN MAIN STR CAP CORP4.3K shares1.20%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO2.7K sharesnew addition2026-03-312026-04-23

MBB ISHARES TR2.4K shares-3.13%2026-03-312026-04-23

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI6.5K shares0.09%2026-03-312026-04-23

ITA ISHARES TR976 sharesnew addition2026-03-312026-04-23

HAL HALLIBURTON CO6.0K sharesnew addition2026-03-312026-04-23

CAIE CALAMOS ETF TR8.7K sharesnew addition2026-03-312026-04-23

INOV INNOVATOR ETFS TRUST6.2K sharesnew addition2026-03-312026-04-23

PSTG EVERPURE INC3.6K shares5.61%2026-03-312026-04-23

BBY BEST BUY INC3.5K sharesnew addition2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO652 shares-9.07%2026-03-312026-04-23

Sponsored

CGW INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-23

OMF ONEMAIN HLDGS INC3.9K sharesnew addition2026-03-312026-04-23

FEBT AIM ETF PRODUCTS TRUST5.6K sharesnew addition2026-03-312026-04-23

FCTE ETF OPPORTUNITIES TRUST8.1K shares-48.44%2026-03-312026-04-23

NVDA

NVIDIA CORPORATION

135.15%

Shares237.1K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

8.09%

Shares123.8K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

4.50%

Shares37.2K

Event2026-03-31

Filed2026-04-23

CLIP

GLOBAL X FDS

-42.08%

Shares182.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

10.94%

Shares41.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

18.13%

Shares60.2K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

1.87%

Shares90.4K

Event2026-03-31

Filed2026-04-23

FTSM

FIRST TR EXCHANGE-TRADED FD

610.73%

Shares204.6K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-5.08%

Shares34.8K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

2.67%

Shares77.6K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.27%

Shares36.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

4.66%

Shares34.9K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

-44.43%

Shares17.8K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

5.31%

Shares113.6K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

4.81%

Shares28.8K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-5.54%

Shares21.2K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

10.40%

Shares92.9K

Event2026-03-31

Filed2026-04-23