Sponsored

The Analysis of Acumen Wealth Advisors, LLC's Holdings & P&L

Currently, Acumen Wealth Advisors, LLC holds 439 types of securities in its portfolio with a total value $371.8M. In the most recent quarter, they have increased their positions in VEA (+171.2K shares, valued at $11.0M), IJR (+81.3K shares, valued at $10.1M), NVDA (+32.6K shares, valued at $5.7M); decreased their positions in BRK.B (-7.7K shares, valued at $3.7M), ASML (-2.4K shares, valued at $3.2M), LRCX (-14.9K shares, valued at $3.2M); initiated new positions in FEOE (+35.5K shares, valued at $1.8M), AVNM (+19.7K shares, valued at $1.5M), SNPS (+3.4K shares, valued at $1.3M).

1M P&L

-37.5M-8.45%

3M P&L

-391.7K-0.10%

HY P&L

-2.3M-0.57%

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/A130.7M

35.1%

2Semiconductors28.5M

7.7%

3Internet Content & Information23.4M

6.3%

Top Industries by Stock Count

1N/A80 stocks

18.4%

2Banks - Regional24 stocks

5.5%

3Semiconductors18 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR76.4K shares5.46%2026-03-312026-05-13

AGG ISHARES TR348.0K shares1.55%2026-03-312026-05-13

MSFT MICROSOFT CORP37.5K shares12.61%2026-03-312026-05-13

AAPL APPLE INC50.8K shares11.59%2026-03-312026-05-13

GOOGL ALPHABET INC43.3K shares1.70%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS181.8K shares1611.59%2026-03-312026-05-13

IJR ISHARES TR85.1K shares2132.25%2026-03-312026-05-13

META META PLATFORMS INC17.0K shares3.78%2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC43.8K shares18.73%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON35.7K shares-11.47%2026-03-312026-05-13

BRK.B BERKSHIRE HATHAWAY INC DEL17.9K shares-30.02%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC25.2K shares-24.71%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS167.3K shares14.46%2026-03-312026-05-13

LRCX LAM RESEARCH CORP36.2K shares-29.12%2026-03-312026-05-13

AVGO BROADCOM INC24.9K shares14.24%2026-03-312026-05-13

NVDA NVIDIA CORPORATION39.3K shares482.65%2026-03-312026-05-13

Sponsored

TMO THERMO FISHER SCIENTIFIC INC12.6K shares-14.71%2026-03-312026-05-13

V VISA INC17.5K shares8.61%2026-03-312026-05-13

USB US BANCORP93.6K shares-10.13%2026-03-312026-05-13

CASS CASS INFORMATION SYS INC105.8K shares-5.73%2026-03-312026-05-13

ABT ABBOTT LABORATORIES45.0K shares-7.84%2026-03-312026-05-13

LLY ELI LILLY & CO4.4K shares3.34%2026-03-312026-05-13

TXN TEXAS INSTRS INC20.1K shares-28.12%2026-03-312026-05-13

CRM SALESFORCE INC20.2K shares-9.07%2026-03-312026-05-13

Sponsored

KO COCA COLA CO48.9K shares-9.19%2026-03-312026-05-13

HLT HILTON WORLDWIDE HLDGS INC11.9K shares-7.26%2026-03-312026-05-13

TJX TJX COS INC NEW22.3K shares-5.00%2026-03-312026-05-13

TSLA TESLA INC9.4K shares1638.29%2026-03-312026-05-13

MRK MERCK & CO INC27.2K shares-25.51%2026-03-312026-05-13

UL UNILEVER PLC56.9K shares-9.34%2026-03-312026-05-13

PULS PGIM ETF TR64.9K shares2724.83%2026-03-312026-05-13

KLAC KLA CORP2.1K shares-16.49%2026-03-312026-05-13

Sponsored

ISRG INTUITIVE SURGICAL INC6.8K shares-1.20%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC11.3K shares-29.56%2026-03-312026-05-13

HLN HALEON PLC291.4K shares-25.41%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC40.0K shares21.63%2026-03-312026-05-13

TFLO ISHARES TR49.2K shares109.64%2026-03-312026-05-13

CI THE CIGNA GROUP9.3K shares-8.76%2026-03-312026-05-13

DGX QUEST DIAGNOSTICS INC12.5K shares10.44%2026-03-312026-05-13

NFLX NETFLIX INC.25.2K shares3252.19%2026-03-312026-05-13

Sponsored

ACN ACCENTURE PLC IRELAND11.8K shares-35.25%2026-03-312026-05-13

STZ CONSTELLATION BRANDS INC14.2K shares-32.32%2026-03-312026-05-13

SAP SAP SE12.4K shares-34.78%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO7.2K shares170.99%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY6.9K shares-51.48%2026-03-312026-05-13

FEOE RBB FUND TRUST35.5K sharesnew addition2026-03-312026-05-13

MA MASTERCARD INCORPORATED3.0K shares1818.24%2026-03-312026-05-13

AVNM AMERICAN CENTY ETF TR19.7K sharesnew addition2026-03-312026-05-13

Sponsored

SNPS SYNOPSYS INC3.4K sharesnew addition2026-03-312026-05-13

WMT WALMART INC10.4K shares254.37%2026-03-312026-05-13

RTX RTX CORPORATION6.5K sharesnew addition2026-03-312026-05-13

TW TRADEWEB MKTS INC10.0K shares-26.70%2026-03-312026-05-13

GOOG ALPHABET INC4.1K shares25.95%2026-03-312026-05-13

DEO DIAGEO PLC15.3K shares-27.57%2026-03-312026-05-13

GEV GE VERNOVA INC1.3K shares473.13%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC3.3K shares456.43%2026-03-312026-05-13

Sponsored

ETN EATON CORP PLC3.1K shares409.11%2026-03-312026-05-13

NEE NEXTERA ENERGY INC11.7K shares185.54%2026-03-312026-05-13

BLK BLACKROCK INC1.1K shares919.44%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC6.4K shares681.80%2026-03-312026-05-13

C CITIGROUP INC9.2K shares276.01%2026-03-312026-05-13

USFR WISDOMTREE TR20.5K shares-69.99%2026-03-312026-05-13

WFC WELLS FARGO & CO12.7K shares-57.45%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.1K shares750.00%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP5.8K shares642.89%2026-03-312026-05-13

ASML ASML HLDG NV703 shares-77.42%2026-03-312026-05-13

ABBV ABBVIE INC4.2K shares270.26%2026-03-312026-05-13

GILD GILEAD SCIENCES INC6.4K shares1582.01%2026-03-312026-05-13

DSI ISHARES TR7.2K shares0.00%2026-03-312026-05-13

ANET ARISTA NETWORKS INC7.1K shares1611.30%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO3.5K shares1547.87%2026-03-312026-05-13

NVO NOVO-NORDISK A S22.6K shares-28.42%2026-03-312026-05-13

Sponsored

VSDM VANGUARD MUN BD FDS11.1K shares4122.90%2026-03-312026-05-13

TRGP TARGA RES CORP3.3K shares3146.08%2026-03-312026-05-13

WMB WILLIAMS COS INC11.4K shares622.87%2026-03-312026-05-13

TMUS T-MOBILE US INC3.9K shares2111.93%2026-03-312026-05-13

NOW SERVICENOW INC7.8K shares14043.64%2026-03-312026-05-13

CAT CATERPILLAR INC981 shares0.00%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP2.5K shares1622.22%2026-03-312026-05-13

APH AMPHENOL CORP5.3K sharesnew addition2026-03-312026-05-13

Sponsored

LIN LINDE PLC1.3K shares964.80%2026-03-312026-05-13

EQIX EQUINIX INC668 shares4671.43%2026-03-312026-05-13

RL RALPH LAUREN CORP1.9K shares1654.21%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC10.3K shares990.31%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD3.0K shares1866.45%2026-03-312026-05-13

AMT AMERICAN TOWER CORP3.2K shares1840.00%2026-03-312026-05-13

HOOD ROBINHOOD MKTS INC7.1K shares5612.00%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST2.0K shares0.00%2026-03-312026-05-13

Sponsored

DE DEERE & CO654 shares-6.17%2026-03-312026-05-13

EFA ISHARES TR3.3K shares0.00%2026-03-312026-05-13

IWV ISHARES TR781 shares17.44%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.2K shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC837 shares-10.86%2026-03-312026-05-13

FHN FIRST HORIZON CORPORATION11.3K shares0.80%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC303 shares0.00%2026-03-312026-05-13

GLW CORNING INC1.8K shares-1.22%2026-03-312026-05-13

Sponsored

IAU ISHARES GOLD TR2.7K shares1.73%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION205 shares2.50%2026-03-312026-05-13

PG PROCTER & GAMBLE CO1.4K shares-10.42%2026-03-312026-05-13

RSG REPUBLIC SVCS INC900 shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC1.2K shares-0.51%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR1.4K sharesnew addition2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC631 sharesnew addition2026-03-312026-05-13

PNFP PINNACLE FINL PARTNERS INC2.1K sharesnew addition2026-03-312026-05-13

Sponsored

IJH ISHARES TR2.5K shares0.00%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR6.8K shares0.00%2026-03-312026-05-13

MPLX MPLX LP2.6K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION702 shares-25.48%2026-03-312026-05-13

T AT&T INC4.8K shares-0.75%2026-03-312026-05-13

DUK DUKE ENERGY CORP NEW1.0K shares0.77%2026-03-312026-05-13

ORCL ORACLE CORP908 shares-1.73%2026-03-312026-05-13

LOW LOWES COS INC551 shares0.00%2026-03-312026-05-13

Sponsored

EXE EXPAND ENERGY CORPORATION1.2K shares0.00%2026-03-312026-05-13

IHE ISHARES TR1.5K shares0.00%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR4.1K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP383 shares-12.95%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC254 shares0.40%2026-03-312026-05-13

GLD SPDR GOLD TR263 shares5.20%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F2.4K sharesnew addition2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP184 shares-2.65%2026-03-312026-05-13

Sponsored

IXN ISHARES TR1.1K shares0.00%2026-03-312026-05-13

FDX FEDEX CORP300 shares-22.08%2026-03-312026-05-13

RF REGIONS FINANCIAL CORP NEW4.0K shares-28.38%2026-03-312026-05-13

ACWX ISHARES TR1.6K shares20.36%2026-03-312026-05-13

FLS FLOWSERVE CORP1.4K shares-9.38%2026-03-312026-05-13

QCOM QUALCOMM INC767 shares-21.81%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR905 sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC1.5K shares0.00%2026-03-312026-05-13

Sponsored

BDX BECTON DICKINSON & CO620 shares0.00%2026-03-312026-05-13

LNT ALLIANT ENERGY CORP1.4K shares0.00%2026-03-312026-05-13

PEP PEPSICO INC592 shares-2.47%2026-03-312026-05-13

FHLC FIDELITY COVINGTON TRUST1.3K shares0.00%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L2.3K shares-51.72%2026-03-312026-05-13

DIS DISNEY WALT CO826 shares-32.79%2026-03-312026-05-13

QLTY GMO ETF TRUST2.2K shares-95.96%2026-03-312026-05-13

CSCO CISCO SYS INC954 shares-3.54%2026-03-312026-05-13

Sponsored

PFE PFIZER INC2.6K shares0.00%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR2.3K shares0.00%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC340 shares-5.56%2026-03-312026-05-13

AMGN AMGEN INC200 shares0.00%2026-03-312026-05-13

CIEN CIENA CORP171 shares0.00%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP703 shares8.32%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC354 shares-3.80%2026-03-312026-05-13

IYF ISHARES TR500 shares0.00%2026-03-312026-05-13

Sponsored

AMD ADVANCED MICRO DEVICES INC288 shares-19.55%2026-03-312026-05-13

VTI VANGUARD INDEX FDS181 shares-11.27%2026-03-312026-05-13

VXUS VANGUARD STAR FDS681 shares-52.77%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC350 shares-25.69%2026-03-312026-05-13

BAC BANK AMERICA CORP1.0K shares0.00%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 4079 shares0.00%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR1.6K shares0.00%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY777 shares0.00%2026-03-312026-05-13

Sponsored

AKRE PROFESIONALLY MANAGED PORTFO861 shares0.00%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN215 shares-4.87%2026-03-312026-05-13

MYRG MYR GROUP INC155 shares-2.52%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF1.1K shares2.64%2026-03-312026-05-13

TEL TE CONNECTIVITY PLC196 shares-9.68%2026-03-312026-05-13

EWY ISHARES INC329 shares296.39%2026-03-312026-05-13

VBK VANGUARD INDEX FDS130 shares0.00%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR1.5K shares-0.48%2026-03-312026-05-13

Sponsored

ED CONSOLIDATED EDISON INC328 shares0.00%2026-03-312026-05-13

PLD PROLOGIS INC.279 shares-7.62%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR752 sharesnew addition2026-03-312026-05-13

SLV ISHARES SILVER TR536 shares-63.44%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS150 shares0.00%2026-03-312026-05-13

XBI SPDR SERIES TRUST282 shares2.55%2026-03-312026-05-13

FN FABRINET68 shares-16.05%2026-03-312026-05-13

CSX CSX CORP845 shares0.00%2026-03-312026-05-13

Sponsored

EOG EOG RES INC237 shares0.00%2026-03-312026-05-13

TTE TOTALENERGIES SE372 shares-0.27%2026-03-312026-05-13

CME CME GROUP INC113 shares-6.61%2026-03-312026-05-13

CMI CUMMINS INC62 shares0.00%2026-03-312026-05-13

ASTS AST SPACEMOBILE INC400 shares0.00%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL966 shares-5.39%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR219 shares195.95%2026-03-312026-05-13

DY DYCOM INDS INC94 shares-9.62%2026-03-312026-05-13

Sponsored

EWT ISHARES INC447 sharesnew addition2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC236 shares0.00%2026-03-312026-05-13

TPR TAPESTRY INC218 shares0.00%2026-03-312026-05-13

WTS WATTS WATER TECHNOLOGIES INC100 shares0.00%2026-03-312026-05-13

SHEL SHELL PLC309 shares0.00%2026-03-312026-05-13

BA BOEING CO144 shares0.00%2026-03-312026-05-13

PGR PROGRESSIVE CORP144 shares0.00%2026-03-312026-05-13

IWM ISHARES TR115 shares5.50%2026-03-312026-05-13

Sponsored

NI NISOURCE INC610 shares-7.72%2026-03-312026-05-13

ADUS ADDUS HOMECARE CORP300 shares12.78%2026-03-312026-05-13

PPLT ABRDN PLATINUM ETF TRUST155 shares14.81%2026-03-312026-05-13

BPOP POPULAR INC203 shares-2.40%2026-03-312026-05-13

AZN ASTRAZENECA PLC137 sharesnew addition2026-03-312026-05-13

HWM HOWMET AEROSPACE INC117 shares-2.50%2026-03-312026-05-13

HQY HEALTHEQUITY INC321 shares8.81%2026-03-312026-05-13

SAN BANCO SANTANDER SA2.3K shares117.94%2026-03-312026-05-13

Sponsored

RING ISHARES INC328 shares15.09%2026-03-312026-05-13

NXPI NXP SEMICONDUCTORS N V130 shares0.00%2026-03-312026-05-13

IYC ISHARES TR260 shares0.00%2026-03-312026-05-13

WAT WATERS CORP83 shares33.87%2026-03-312026-05-13

EXEL EXELIXIS INC566 shares-15.65%2026-03-312026-05-13

GTLS CHART INDS INC116 shares75.76%2026-03-312026-05-13

PODD INSULET CORP114 shares5600.00%2026-03-312026-05-13

VOLT TEMA ETF TRUST698 shares0.00%2026-03-312026-05-13

Sponsored

RMBS RAMBUS INC DEL275 shares-0.36%2026-03-312026-05-13

AZO AUTOZONE INC7 shares0.00%2026-03-312026-05-13

ETHA ISHARES ETHEREUM TR1.5K shares10.44%2026-03-312026-05-13

CTRE CARETRUST REIT INC630 shares10.14%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP59 shares22.92%2026-03-312026-05-13

CPRX CATALYST PHARMACEUTICALS INC936 shares0.00%2026-03-312026-05-13

ASX ASE TECHNOLOGY HLDG CO LTD1.1K sharesnew addition2026-03-312026-05-13

VMC VULCAN MATLS CO83 shares0.00%2026-03-312026-05-13

Sponsored

PAYX PAYCHEX INC244 shares-20.52%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR202 sharesnew addition2026-03-312026-05-13

TTMI TTM TECHNOLOGIES INC227 shares-17.15%2026-03-312026-05-13

NET CLOUDFLARE INC105 shares0.00%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F288 sharesnew addition2026-03-312026-05-13

BIP BROOKFIELD INFRASTRUCTURE PA598 shares-21.00%2026-03-312026-05-13

MOD MODINE MFG CO96 shares1.05%2026-03-312026-05-13

INTC INTEL CORP470 shares-19.80%2026-03-312026-05-13

Sponsored

MRVL MARVELL TECHNOLOGY INC207 shares7.81%2026-03-312026-05-13

INDA ISHARES TR437 shares178.34%2026-03-312026-05-13

GE GE AEROSPACE71 shares-6.58%2026-03-312026-05-13

ONTO ONTO INNOVATION INC98 shares0.00%2026-03-312026-05-13

SIL GLOBAL X FDS223 shares23.89%2026-03-312026-05-13

B BARRICK MNG CORP485 shares-3.19%2026-03-312026-05-13

WAL WESTERN ALLIANCE BANCORP279 shares128.69%2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC3.9K shares273.37%2026-03-312026-05-13

Sponsored

RKT ROCKET COS INC1.4K shares0.00%2026-03-312026-05-13

RIO RIO TINTO PLC202 shares236.67%2026-03-312026-05-13

PFGC PERFORMANCE FOOD GROUP CO226 shares52.70%2026-03-312026-05-13

OSIS OSI SYSTEMS INC72 shares-7.69%2026-03-312026-05-13

USO UNITED STS OIL FD LP150 shares0.00%2026-03-312026-05-13

ENSG ENSIGN GROUP INC93 shares181.82%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR187 sharesnew addition2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS24 shares0.00%2026-03-312026-05-13

Sponsored

OTIS OTIS WORLDWIDE CORP240 shares0.00%2026-03-312026-05-13

FTAI FTAI AVIATION LTD74 shares-30.19%2026-03-312026-05-13

AROC ARCHROCK INC520 shares0.00%2026-03-312026-05-13

UMBF UMB FINL CORP158 shares1.28%2026-03-312026-05-13

DG DOLLAR GEN CORP149 shares-4.49%2026-03-312026-05-13

CRDO CREDO TECHNOLOGY GROUP HOLDI188 shares7.43%2026-03-312026-05-13

MET METLIFE INC244 shares-41.90%2026-03-312026-05-13

GSK GSK PLC304 shares913.33%2026-03-312026-05-13

Sponsored

AEIS ADVANCED ENERGY INDS52 shares-14.75%2026-03-312026-05-13

UBS UBS GROUP AG429 shares-9.11%2026-03-312026-05-13

NBTB NBT BANCORP INC391 shares23.34%2026-03-312026-05-13

FERG FERGUSON ENTERPRISES INC70 sharesnew addition2026-03-312026-05-13

SGOV ISHARES TR162 shares2214.29%2026-03-312026-05-13

ISHARES TR ISHARES TR340 sharesnew addition2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F290 shares89.54%2026-03-312026-05-13

MTSI MACOM TECH SOLUTIONS HLDGS I72 shares0.00%2026-03-312026-05-13

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FBNC FIRST BANCORP N C278 shares19.31%2026-03-312026-05-13

HUBS HUBSPOT INC64 shares6300.00%2026-03-312026-05-13

INTA INTAPP INC603 shares17.09%2026-03-312026-05-13

BX BLACKSTONE INC134 shares0.00%2026-03-312026-05-13

KTB KONTOOR BRANDS INC217 shares0.00%2026-03-312026-05-13

ALNT ALLIENT INC257 shares0.00%2026-03-312026-05-13

SLB SLB LIMITED294 shares114.60%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A30 shares328.57%2026-03-312026-05-13

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BARCLAYS PLC BARCLAYS PLC687 sharesnew addition2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP226 sharesnew addition2026-03-312026-05-13

VIST VISTA ENERGY S.A.B. DE C.V.185 shares0.00%2026-03-312026-05-13

FAST FASTENAL CO299 shares-32.81%2026-03-312026-05-13

APG API GROUP CORP340 shares0.00%2026-03-312026-05-13

PGNY PROGYNY INC806 sharesnew addition2026-03-312026-05-13

PPL PPL CORP351 shares-17.61%2026-03-312026-05-13

SITM SITIME CORP39 shares25.81%2026-03-312026-05-13

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SSB SOUTHSTATE BK CORP145 sharesnew addition2026-03-312026-05-13

SRE SEMPRA136 shares-36.45%2026-03-312026-05-13

EGP EASTGROUP PPTYS INC71 shares238.10%2026-03-312026-05-13

IREN IREN LIMITED383 shares0.00%2026-03-312026-05-13

GPOR GULFPORT ENERGY CORP62 shares287.50%2026-03-312026-05-13

PCAR PACCAR INC113 shares0.00%2026-03-312026-05-13

IONQ IONQ INC452 shares126.00%2026-03-312026-05-13

BE BLOOM ENERGY CORP95 shares-12.04%2026-03-312026-05-13

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URBN URBAN OUTFITTERS INC201 sharesnew addition2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS135 sharesnew addition2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR77 shares-43.38%2026-03-312026-05-13

WSBC WESBANCO INC358 sharesnew addition2026-03-312026-05-13

SMFG SUMITOMO MITSUI FIN GRP INC616 shares-1.44%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO200 shares0.00%2026-03-312026-05-13

DASH DOORDASH INC80 shares-15.79%2026-03-312026-05-13

CVLT COMMVAULT SYS INC154 sharesnew addition2026-03-312026-05-13

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XPRO EXPRO GROUP HOLDINGS NV687 shares15.66%2026-03-312026-05-13

UNP UNION PAC CORP49 shares-26.87%2026-03-312026-05-13

AHR AMERICAN HEALTHCARE REIT INC250 shares-16.39%2026-03-312026-05-13

SANM SANMINA CORP91 sharesnew addition2026-03-312026-05-13

IFS INTERCORP FINL SVCS INC234 shares-17.31%2026-03-312026-05-13

TEX TEREX CORP NEW196 sharesnew addition2026-03-312026-05-13

BTI BRITISH AMERN TOB PLC195 sharesnew addition2026-03-312026-05-13

SFM SPROUTS FMRS MKT INC149 shares-26.96%2026-03-312026-05-13

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COP CONOCOPHILLIPS87 shares0.00%2026-03-312026-05-13

TSCO TRACTOR SUPPLY CO250 shares-4.94%2026-03-312026-05-13

CGNX COGNEX CORP227 sharesnew addition2026-03-312026-05-13

ORA ORMAT TECHNOLOGIES INC99 shares30.26%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I38 shares-66.96%2026-03-312026-05-13

AR ANTERO RESOURCES CORP260 shares0.00%2026-03-312026-05-13

KB KB FINL GROUP INC110 sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP120 shares-72.54%2026-03-312026-05-13

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STRL STERLING INFRASTRUCTURE INC26 sharesnew addition2026-03-312026-05-13

BBVA BANCO BILBAO VIZCAYA ARGENTA487 sharesnew addition2026-03-312026-05-13

IEMG ISHARES INC151 shares-84.53%2026-03-312026-05-13

CCEP COCA-COLA EUROPACIFIC PARTNE115 shares-21.77%2026-03-312026-05-13

ING ING GROEP N.V.398 shares0.00%2026-03-312026-05-13

RRX REGAL REXNORD CORPORATION55 sharesnew addition2026-03-312026-05-13

PHG KONINKLIJKE PHILIPS N V376 sharesnew addition2026-03-312026-05-13

CDE COEUR MNG INC546 shares-52.85%2026-03-312026-05-13

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KTOS KRATOS DEFENSE & SEC SOLUTIO141 shares76.25%2026-03-312026-05-13

PNR PENTAIR PLC113 shares0.00%2026-03-312026-05-13

SONY SONY GROUP CORP471 shares313.16%2026-03-312026-05-13

IRDM IRIDIUM COMMUNICATIONS INC348 sharesnew addition2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD77 shares1.32%2026-03-312026-05-13

NVS NOVARTIS AG63 shares80.00%2026-03-312026-05-13

SIMO SILICON MOTION TECHNOLOGY CO85 sharesnew addition2026-03-312026-05-13

BSOL BITWISE SOLANA STAKING ETF855 shares12.06%2026-03-312026-05-13

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SHG SHINHAN FINANCIAL GROUP CO L152 sharesnew addition2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO549 sharesnew addition2026-03-312026-05-13

KEX KIRBY CORP70 sharesnew addition2026-03-312026-05-13

NPKI NPK INTERNATIONAL INC641 shares0.00%2026-03-312026-05-13

NVT NVENT ELEC PLC78 sharesnew addition2026-03-312026-05-13

AVES AMERICAN CENTY ETF TR150 sharesnew addition2026-03-312026-05-13

PPG PPG INDS INC84 shares-9.68%2026-03-312026-05-13

FEGE RBB FUND TRUST190 sharesnew addition2026-03-312026-05-13

Sponsored

STAG STAG INDUSTRIAL INC243 sharesnew addition2026-03-312026-05-13

KRYS KRYSTAL BIOTECH INC34 shares0.00%2026-03-312026-05-13

ARGX ARGENX SE12 shares100.00%2026-03-312026-05-13

CLS CELESTICA INC31 shares93.75%2026-03-312026-05-13

NTES NETEASE COM INC78 shares0.00%2026-03-312026-05-13

KBR KBR INC233 shares0.00%2026-03-312026-05-13

PRI PRIMERICA INC34 shares-32.00%2026-03-312026-05-13

MKSI MKS INC.37 shares0.00%2026-03-312026-05-13

Sponsored

SXT SENSIENT TECHNOLOGIES CORP98 shares0.00%2026-03-312026-05-13

FMX FOMENTO ECONOMICO MEXICANO S76 sharesnew addition2026-03-312026-05-13

VLO VALERO ENERGY CORP34 shares0.00%2026-03-312026-05-13

SBS COMPANHIA DE SANEAMENTO BASI271 shares84.35%2026-03-312026-05-13

BOOT BOOT BARN HLDGS INC57 sharesnew addition2026-03-312026-05-13

HSBC HSBC HLDGS PLC98 shares50.77%2026-03-312026-05-13

CPK CHESAPEAKE UTILS CORP64 shares0.00%2026-03-312026-05-13

VIK VIKING HOLDINGS LTD110 shares-29.94%2026-03-312026-05-13

Sponsored

IBN ICICI BANK LIMITED310 shares0.00%2026-03-312026-05-13

EAT BRINKER INTL INC56 sharesnew addition2026-03-312026-05-13

OGS ONE GAS INC92 shares-25.20%2026-03-312026-05-13

SYNA SYNAPTICS INC112 shares0.00%2026-03-312026-05-13

FFIV F5 INC27 shares0.00%2026-03-312026-05-13

EXLS EXLSERVICE HLDGS INC252 shares-18.45%2026-03-312026-05-13

BITQ BITWISE FUNDS TRUST405 shares9.46%2026-03-312026-05-13

BHP BHP BILLITON LIMITED105 shares40.00%2026-03-312026-05-13

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV110 shares35.80%2026-03-312026-05-13

HCA HCA HEALTHCARE INC16 shares0.00%2026-03-312026-05-13

TILE INTERFACE INC301 shares0.00%2026-03-312026-05-13

CX CEMEX SA EURO MTN BE 144A653 shares0.00%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC41 shares0.00%2026-03-312026-05-13

INCY INCYTE CORP78 shares0.00%2026-03-312026-05-13

WGMI VALKYRIE ETF TRUST II210 shares9.95%2026-03-312026-05-13

SUNB SUNBELT RENTALS HOLDINGS INC112 sharesnew addition2026-03-312026-05-13

Sponsored

YUMC YUM CHINA HLDGS INC149 sharesnew addition2026-03-312026-05-13

FTDR FRONTDOOR INC137 sharesnew addition2026-03-312026-05-13

CRH CRH PLC68 shares-27.66%2026-03-312026-05-13

ATGE COVISTA INC62 shares-36.08%2026-03-312026-05-13

VALE S A VALE S A449 sharesnew addition2026-03-312026-05-13

CCJ CAMECO CORP64 sharesnew addition2026-03-312026-05-13

ITUB ITAU UNIBANCO HLDG S A820 shares0.00%2026-03-312026-05-13

PENNANT GROUP INC PENNANT GROUP INC227 sharesnew addition2026-03-312026-05-13

Sponsored

CPER UNITED STS COMMODITY INDEX F200 shares0.00%2026-03-312026-05-13

SN SHARKNINJA INC65 sharesnew addition2026-03-312026-05-13

ASTH ASTRANA HEALTH INC280 shares0.00%2026-03-312026-05-13

KNF KNIFE RIVER CORP84 sharesnew addition2026-03-312026-05-13

NKE NIKE INC125 shares-48.13%2026-03-312026-05-13

TIMB TIM S A253 sharesnew addition2026-03-312026-05-13

CMC COMMERCIAL METALS CO109 sharesnew addition2026-03-312026-05-13

CARG CARGURUS INC193 shares302.08%2026-03-312026-05-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T10 sharesnew addition2026-03-312026-05-13

AVAV AEROVIRONMENT INC35 shares59.09%2026-03-312026-05-13

TLTW ISHARES TR279 shares-29.37%2026-03-312026-05-13

BLOK AMPLIFY ETF TR119 shares-3.25%2026-03-312026-05-13

NU NU HLDGS LTD410 sharesnew addition2026-03-312026-05-13

MFC MANULIFE FINL CORP169 sharesnew addition2026-03-312026-05-13

KT KT CORP270 sharesnew addition2026-03-312026-05-13

ON ON SEMICONDUCTOR CORP92 shares31.43%2026-03-312026-05-13

Sponsored

KOF COCA-COLA FEMSA SAB DE CV58 shares0.00%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T103 sharesnew addition2026-03-312026-05-13

BAP CREDICORP LTD16 sharesnew addition2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I75 shares38.89%2026-03-312026-05-13

MFG MIZUHO FINANCIAL GROUP INC669 shares-36.71%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC15 shares-21.05%2026-03-312026-05-13

NTR NUTRIEN LTD68 shares0.00%2026-03-312026-05-13

IBB ISHARES TR30 shares0.00%2026-03-312026-05-13

Sponsored

ABCB AMERIS BANCORP62 shares0.00%2026-03-312026-05-13

STNE STONECO LTD340 shares-46.71%2026-03-312026-05-13

HDB HDFC BANK LTD192 shares0.00%2026-03-312026-05-13

ONC BEONE MEDICINES LTD16 shares6.67%2026-03-312026-05-13

VICI VICI PPTYS INC164 shares-67.65%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR40 sharesnew addition2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC1 shares0.00%2026-03-312026-05-13

SSRM SSR MINING IN143 shares-45.83%2026-03-312026-05-13

Sponsored

NAK NORTHERN DYNASTY MINERALS LT3.0K shares0.00%2026-03-312026-05-13

RGTI RIGETTI COMPUTING INC299 shares107.64%2026-03-312026-05-13

SHOP SHOPIFY INC35 shares-18.60%2026-03-312026-05-13

NGG NATIONAL GRID PLC49 shares0.00%2026-03-312026-05-13

CXW CORECIVIC INC214 shares-81.97%2026-03-312026-05-13

RGR STURM RUGER & CO INC100 shares0.00%2026-03-312026-05-13

TXNM TXNM ENERGY INC68 shares-6.85%2026-03-312026-05-13

BN BROOKFIELD CORP97 shares0.00%2026-03-312026-05-13

Sponsored

ARKB ARK 21SHARES BITCOIN ETF172 sharesnew addition2026-03-312026-05-13

ESNT ESSENT GROUP LTD66 shares0.00%2026-03-312026-05-13

AIZ ASSURANT INC17 shares0.00%2026-03-312026-05-13

IR INGERSOLL RAND INC46 shares0.00%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC14 shares-96.34%2026-03-312026-05-13

HAE HAEMONETICS CORP MASS62 shares-76.78%2026-03-312026-05-13

TD TORONTO DOMINION BK ONT36 shares0.00%2026-03-312026-05-13

FSBC FIVE STAR BANCORP88 shares-84.80%2026-03-312026-05-13

Sponsored

HON HONEYWELL INTL INC14 shares0.00%2026-03-312026-05-13

BLD TOPBUILD COR9 shares0.00%2026-03-312026-05-13

RACE FERRARI N V9 shares-50.00%2026-03-312026-05-13

INOD INNODATA INC77 shares-70.04%2026-03-312026-05-13

CON CONCENTRA GROUP HOLDINGS PAR138 shares-24.59%2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD63 shares0.00%2026-03-312026-05-13

DOX AMDOCS LTD39 shares-85.06%2026-03-312026-05-13

POR PORTLAND GEN ELEC CO47 shares-57.66%2026-03-312026-05-13

Sponsored

BAX BAXTER INTL INC142 shares-22.40%2026-03-312026-05-13

WFRD WEATHERFORD INTL PLC24 shares0.00%2026-03-312026-05-13

CLSK CLEANSPARK INC265 shares-75.05%2026-03-312026-05-13

VO VANGUARD INDEX FDS7 sharesnew addition2026-03-312026-05-13

CELH CELSIUS HLDGS INC55 shares0.00%2026-03-312026-05-13

CP CANADIAN PACIFIC KANSAS CITY24 shares-46.67%2026-03-312026-05-13

OGN ORGANON & CO304 shares0.00%2026-03-312026-05-13

NIO NIO INC300 shares0.00%2026-03-312026-05-13

Sponsored

OKLO OKLO INC32 sharesnew addition2026-03-312026-05-13

RDY DR REDDYS LABS LTD105 shares-73.75%2026-03-312026-05-13

APPF APPFOLIO INC9 shares-64.00%2026-03-312026-05-13

INDI INDIE SEMICONDUCTOR INC410 shares0.00%2026-03-312026-05-13

IWF ISHARES TR3 sharesnew addition2026-03-312026-05-13

DAL DELTA AIR LINES INC19 shares-13.64%2026-03-312026-05-13

VUSB VANGUARD BD INDEX FDS21 sharesnew addition2026-03-312026-05-13

IWO ISHARES TR3 shares-95.59%2026-03-312026-05-13

Sponsored

TKO TKO GROUP HOLDINGS INC4 shares-55.56%2026-03-312026-05-13

VRA VERA BRADLEY INC100 shares0.00%2026-03-312026-05-13

SG SWEETGREEN INC29 sharesnew addition2026-03-312026-05-13

RIVN RIVIAN AUTOMOTIVE INC5 shares0.00%2026-03-312026-05-13

LCID LUCID GROUP INC5 shares0.00%2026-03-312026-05-13

DKNG DRAFTKINGS INC NEW1 shares-99.84%2026-03-312026-05-13

WKHS WORKHORSE GROUP INC1 sharesnew addition2026-03-312026-05-13

IVV

ISHARES TR

5.46%

Shares76.4K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

1.55%

Shares348.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

12.61%

Shares37.5K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

11.59%

Shares50.8K

Event2026-03-31

Filed2026-05-13

GOOGL

ALPHABET INC

1.70%

Shares43.3K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

1611.59%

Shares181.8K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

2132.25%

Shares85.1K

Event2026-03-31

Filed2026-05-13