Sponsored

The Analysis of Advance Capital Management, Inc.'s Holdings & P&L

Currently, Advance Capital Management, Inc. holds 185 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in AVDE (+1.6M shares, valued at $138.9M), SMLF (+1.5M shares, valued at $116.7M), CGBL (+2.6M shares, valued at $89.1M); decreased their positions in CGDG (-5.2M shares, valued at $185.4M), SPYM (-925.7K shares, valued at $70.9M), JAAA (-615.8K shares, valued at $31.0M); initiated new positions in SMLF (+1.5M shares, valued at $116.7M), DFEB (+423.1K shares, valued at $20.0M), FITB (+9.8K shares, valued at $453.1K).

1M P&L

+73.9M+2.68%

3M P&L

+71.0M+2.57%

HY P&L

+196.2M+7.44%

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/A2.6B

97.5%

2Consumer Electronics8.0M

0.3%

3Software - Infrastructure6.3M

0.2%

Top Industries by Stock Count

1N/A105 stocks

60.3%

2Drug Manufacturers - General5 stocks

2.9%

3Oil & Gas Integrated3 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE10.2M shares1.40%2026-03-312026-04-29

CGBL CAPITAL GROUP CORE BALANCED12.0M shares27.58%2026-03-312026-04-29

SPYM SPDR SERIES TRUST5.3M shares-14.94%2026-03-312026-04-29

VCRB VANGUARD MALVERN FDS3.7M shares13.14%2026-03-312026-04-29

PYLD PIMCO ETF TR7.1M shares44.69%2026-03-312026-04-29

AVDE AMERICAN CENTY ETF TR1.7M shares1709.53%2026-03-312026-04-29

SMLF ISHARES TR1.5M sharesnew addition2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF2.9M shares239.48%2026-03-312026-04-29

Sponsored

JMBS JANUS DETROIT STR TR1.8M shares12596.31%2026-03-312026-04-29

FEGE RBB FUND TRUST1.5M shares116.95%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR1.4M shares15.96%2026-03-312026-04-29

XMMO INVESCO EXCHANGE TRADED FD T187.3K shares-5.25%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T40.6K shares-7.62%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II232.1K shares0.74%2026-03-312026-04-29

DFEB FIRST TR EXCHNG TRADED FD VI423.1K sharesnew addition2026-03-312026-04-29

GLTR ABRDN PRECIOUS METALS BASKET58.4K shares-10.01%2026-03-312026-04-29

Sponsored

IWB ISHARES TR34.5K shares-1.00%2026-03-312026-04-29

JAAA JANUS DETROIT STR TR224.4K shares-73.29%2026-03-312026-04-29

ICVT ISHARES TR109.9K shares-4.25%2026-03-312026-04-29

SPGM SPDR INDEX SHS FDS144.7K shares-61.06%2026-03-312026-04-29

HYBL SSGA ACTIVE TR373.0K shares9.74%2026-03-312026-04-29

VFLO VICTORY PORTFOLIOS II249.0K shares4.67%2026-03-312026-04-29

AAPL APPLE INC31.5K shares-0.09%2026-03-312026-04-29

CGDG CAPITAL GROUP DIVIDEND GROWE210.6K shares-96.08%2026-03-312026-04-29

Sponsored

SPSM SPDR SERIES TRUST139.7K shares-0.99%2026-03-312026-04-29

SPMD SPDR SERIES TRUST96.8K shares-57.87%2026-03-312026-04-29

PGR PROGRESSIVE CORP28.7K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR12.5K shares109.69%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD73.4K shares-5.19%2026-03-312026-04-29

NVDA NVIDIA CORPORATION27.9K shares2.79%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR8.4K shares-2.79%2026-03-312026-04-29

FMB FIRST TR EXCH TRADED FD III82.6K shares27.67%2026-03-312026-04-29

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T146.3K shares-7.85%2026-03-312026-04-29

MSFT MICROSOFT CORP9.8K shares2.46%2026-03-312026-04-29

T AT&T INC108.7K shares1.59%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS4.9K shares4.17%2026-03-312026-04-29

VUG VANGUARD INDEX FDS6.3K shares-4.50%2026-03-312026-04-29

WELL WELLTOWER INC13.8K shares0.23%2026-03-312026-04-29

ALPHABET INC ALPHABET INC8.7K shares2.97%2026-03-312026-04-29

AMGN AMGEN INC6.3K shares0.00%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC10.6K shares1.81%2026-03-312026-04-29

SPYG SPDR SERIES TRUST22.0K shares-7.48%2026-03-312026-04-29

BITB BITWISE BITCOIN ETF TR57.4K shares31.52%2026-03-312026-04-29

TSLA TESLA INC5.6K shares2.77%2026-03-312026-04-29

XOM EXXON MOBIL CORP12.0K shares-2.07%2026-03-312026-04-29

IVV ISHARES TR3.1K shares10.93%2026-03-312026-04-29

SPTM SPDR SERIES TRUST24.1K shares-2.36%2026-03-312026-04-29

ORCL ORACLE CORP12.9K shares3.70%2026-03-312026-04-29

Sponsored

IBDU ISHARES TR71.2K shares0.68%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD34.5K shares-12.70%2026-03-312026-04-29

CGGO CAPITAL GROUP GBL GROWTH EQT48.4K shares9.70%2026-03-312026-04-29

IBDT ISHARES TR59.3K shares4.80%2026-03-312026-04-29

DOCT FIRST TR EXCHNG TRADED FD VI29.7K shares-10.69%2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.4K shares-29.60%2026-03-312026-04-29

VTI VANGUARD INDEX FDS3.7K shares1.38%2026-03-312026-04-29

WMT WALMART INC9.5K shares-1.55%2026-03-312026-04-29

Sponsored

JPM JPMORGAN CHASE & CO3.8K shares-2.70%2026-03-312026-04-29

VTV VANGUARD INDEX FDS5.6K shares-1.90%2026-03-312026-04-29

DGRO ISHARES TR15.2K shares-1.84%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T13.8K shares-8.42%2026-03-312026-04-29

GSLC GOLDMAN SACHS ETF TR8.2K shares-6.71%2026-03-312026-04-29

TJX TJX COS INC NEW6.4K shares0.24%2026-03-312026-04-29

IWM ISHARES TR4.1K shares-14.91%2026-03-312026-04-29

FIXD FIRST TR EXCHNG TRADED FD VI22.9K shares-7.65%2026-03-312026-04-29

Sponsored

VZ VERIZON COMMUNICATIONS INC19.9K shares1.39%2026-03-312026-04-29

RTX RTX CORPORATION5.0K shares0.59%2026-03-312026-04-29

DGRW WISDOMTREE TR10.8K shares-2.41%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR29.7K shares-6.97%2026-03-312026-04-29

VXF VANGUARD INDEX FDS4.4K shares-13.11%2026-03-312026-04-29

APH AMPHENOL CORP7.1K shares1.23%2026-03-312026-04-29

SLV ISHARES SILVER TR13.0K shares-3.53%2026-03-312026-04-29

MCD MCDONALDS CORP2.8K shares-3.76%2026-03-312026-04-29

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F15.6K shares-6.29%2026-03-312026-04-29

IEF ISHARES TR8.8K shares-15.93%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR9.4K shares2.97%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC5.5K shares2.59%2026-03-312026-04-29

ACWX ISHARES TR11.6K shares-24.06%2026-03-312026-04-29

MA MASTERCARD INCORPORATED1.6K shares-6.57%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.2K shares2.95%2026-03-312026-04-29

NSC NORFOLK SOUTHN CORP2.7K shares-0.91%2026-03-312026-04-29

Sponsored

IYW ISHARES TR4.1K shares0.00%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR5.6K shares3.40%2026-03-312026-04-29

META META PLATFORMS INC1.3K shares8.61%2026-03-312026-04-29

WBD WARNER BROS DISCOVERY INC26.6K shares1.76%2026-03-312026-04-29

NEE NEXTERA ENERGY INC7.8K shares-0.13%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS4.9K shares0.02%2026-03-312026-04-29

DTE DTE ENERGY CO4.8K shares-22.45%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II2.9K shares-3.33%2026-03-312026-04-29

Sponsored

SPYV SPDR SERIES TRUST12.0K shares-13.43%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC6.9K shares1.00%2026-03-312026-04-29

VO VANGUARD INDEX FDS2.3K shares-0.72%2026-03-312026-04-29

ABBV ABBVIE INC3.1K shares1.19%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F11.7K shares-17.92%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS2.7K shares0.00%2026-03-312026-04-29

CGUS CAPITAL GROUP CORE EQUITY ET16.1K shares0.00%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON2.5K shares-1.60%2026-03-312026-04-29

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-4.04%2026-03-312026-04-29

PG PROCTER & GAMBLE CO4.0K shares-2.00%2026-03-312026-04-29

F FORD MTR CO49.5K shares1.00%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR9.1K shares0.15%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS11.8K shares0.00%2026-03-312026-04-29

MMC MARSH & MCLENNAN COS INC3.2K shares-13.48%2026-03-312026-04-29

UAUG INNOVATOR ETFS TRUST13.9K shares0.00%2026-03-312026-04-29

HTRB HARTFORD FDS EXCHANGE TRADED16.1K shares-95.71%2026-03-312026-04-29

Sponsored

IBIT ISHARES BITCOIN TRUST ETF14.0K shares19.30%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.8K shares1.67%2026-03-312026-04-29

MUB ISHARES TR4.8K shares-4.69%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD12.0K shares35.14%2026-03-312026-04-29

DSEP FIRST TR EXCHNG TRADED FD VI10.8K shares23.52%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS10.1K shares-15.66%2026-03-312026-04-29

BROADCOM INC BROADCOM INC1.5K shares19.82%2026-03-312026-04-29

FITB FIFTH THIRD BANCORP9.8K sharesnew addition2026-03-312026-04-29

Sponsored

SMH VANECK ETF TRUST1.2K shares3.08%2026-03-312026-04-29

LLY ELI LILLY & CO479 shares4.81%2026-03-312026-04-29

INCM FRANKLIN TEMPLETON ETF TR14.2K sharesnew addition2026-03-312026-04-29

INTC INTEL CORP9.2K shares3.29%2026-03-312026-04-29

GEV GE VERNOVA INC461 shares2.22%2026-03-312026-04-29

DMAY FIRST TR EXCHNG TRADED FD VI8.9K shares0.00%2026-03-312026-04-29

IBDV ISHARES TR17.9K shares0.60%2026-03-312026-04-29

AOR ISHARES TR6.1K sharesnew addition2026-03-312026-04-29

Sponsored

VEA VANGUARD TAX-MANAGED FDS6.0K shares-4.05%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL796 shares-13.57%2026-03-312026-04-29

AGG ISHARES TR3.8K shares-5.42%2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC807 shares0.75%2026-03-312026-04-29

IJH ISHARES TR5.5K shares1.72%2026-03-312026-04-29

SYK STRYKER CORPORATION1.1K shares0.00%2026-03-312026-04-29

CGXU CAPITAL GROUP INTL FOCUS EQT12.5K shares0.00%2026-03-312026-04-29

MEI METHODE ELECTRS INC65.2K shares0.00%2026-03-312026-04-29

Sponsored

DTM DT MIDSTREAM INC2.7K shares-21.20%2026-03-312026-04-29

QUAL ISHARES TR1.8K shares-18.12%2026-03-312026-04-29

PFE PFIZER INC12.2K shares39.94%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR7.4K shares3.01%2026-03-312026-04-29

CVX CHEVRON CORPORATION1.5K shares-0.71%2026-03-312026-04-29

NFLX NETFLIX INC.3.2K shares-23.11%2026-03-312026-04-29

SPXN PROSHARES TR4.3K sharesnew addition2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR12.4K shares4.34%2026-03-312026-04-29

Sponsored

AMAT APPLIED MATLS INC889 shares2.77%2026-03-312026-04-29

GWX SPDR INDEX SHS FDS7.2K shares0.00%2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW917 shares2.46%2026-03-312026-04-29

DE DEERE & CO530 shares1.53%2026-03-312026-04-29

BP BP PLC6.3K shares0.00%2026-03-312026-04-29

VB VANGUARD INDEX FDS1.1K shares-4.78%2026-03-312026-04-29

ROK ROCKWELL AUTOMATION INC803 shares0.00%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F2.0K shares-24.52%2026-03-312026-04-29

Sponsored

COST COSTCO WHOLESALE CORPORATION279 shares2.95%2026-03-312026-04-29

OEF ISHARES TR864 shares0.12%2026-03-312026-04-29

PEP PEPSICO INC1.7K shares-5.28%2026-03-312026-04-29

TXN TEXAS INSTRS INC1.4K shares-0.29%2026-03-312026-04-29

FPEI FIRST TR EXCH TRADED FD III13.6K shares1.41%2026-03-312026-04-29

UMAR INNOVATOR ETFS TRUST6.5K shares-31.86%2026-03-312026-04-29

SO SOUTHERN CO2.7K shares1.48%2026-03-312026-04-29

SRLN SSGA ACTIVE ETF TR6.2K sharesnew addition2026-03-312026-04-29

Sponsored

DAL DELTA AIR LINES INC3.7K shares-2.41%2026-03-312026-04-29

PJUL INNOVATOR ETFS TRUST5.1K shares0.00%2026-03-312026-04-29

ACWI ISHARES TR1.7K shares8.93%2026-03-312026-04-29

BA BOEING CO1.2K shares7.25%2026-03-312026-04-29

ABT ABBOTT LABORATORIES2.2K shares-0.94%2026-03-312026-04-29

V VISA INC744 shares12.56%2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-04-29

GPC GENUINE PARTS CO2.1K shares0.00%2026-03-312026-04-29

Sponsored

PM PHILIP MORRIS INTL INC1.3K shares1.89%2026-03-312026-04-29

NKE NIKE INC4.2K shares7.11%2026-03-312026-04-29

HD HOME DEPOT INC649 shares-11.10%2026-03-312026-04-29

OXY OCCIDENTAL PETE CORP3.2K sharesnew addition2026-03-312026-04-29

CSCO CISCO SYS INC2.7K sharesnew addition2026-03-312026-04-29

EFA ISHARES TR2.1K shares-0.92%2026-03-312026-04-29

IEI ISHARES TR1.7K shares-29.63%2026-03-312026-04-29

DRLL EA SERIES TRUST5.2K sharesnew addition2026-03-312026-04-29

Sponsored

GGG GRACO INC2.4K sharesnew addition2026-03-312026-04-29

MDYG SPDR SERIES TRUST2.1K sharesnew addition2026-03-312026-04-29

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS942 shares-1.77%2026-03-312026-04-29

GBTC GRAYSCALE BITCOIN TRUST ETF3.8K shares21.14%2026-03-312026-04-29

VTWO VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-03-312026-04-29

BND VANGUARD BD INDEX FDS2.7K sharesnew addition2026-03-312026-04-29

LOW LOWES COS INC848 sharesnew addition2026-03-312026-04-29

Sponsored

ETHA ISHARES ETHEREUM TR12.1K shares-0.07%2026-03-312026-04-29

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC12.5K shares0.00%2026-03-312026-04-29

JPC NUVEEN PFD & INCOME OPPORTUN15.9K shares0.00%2026-03-312026-04-29

PCT PURECYCLE TECHNOLOGIES INC22.7K shares28.23%2026-03-312026-04-29

DHF BNY MELLON HIGH YIELD STRATE30.0K shares0.00%2026-03-312026-04-29

OPEN OPENDOOR TECHNOLOGIES INC11.1K shares-19.51%2026-03-312026-04-29

BBAI BIGBEAR AI HLDGS INC14.0K shares15.94%2026-03-312026-04-29

NAK NORTHERN DYNASTY MINERALS LT22.5K shares0.00%2026-03-312026-04-29

Sponsored

SES SES AI CORPORATION13.9K shares0.00%2026-03-312026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.40%

Shares10.2M

Event2026-03-31

Filed2026-04-29

CGBL

CAPITAL GROUP CORE BALANCED

27.58%

Shares12.0M

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

-14.94%

Shares5.3M

Event2026-03-31

Filed2026-04-29

VCRB

VANGUARD MALVERN FDS

13.14%

Shares3.7M

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

44.69%

Shares7.1M

Event2026-03-31

Filed2026-04-29

AVDE

AMERICAN CENTY ETF TR

1709.53%

Shares1.7M

Event2026-03-31

Filed2026-04-29

SMLF

ISHARES TR

New

Shares1.5M

Event2026-03-31

Filed2026-04-29

CGGR

CAPITAL GROUP GROWTH ETF

239.48%

Shares2.9M

Event2026-03-31

Filed2026-04-29

JMBS

JANUS DETROIT STR TR

12596.31%

Shares1.8M

Event2026-03-31

Filed2026-04-29

FEGE

RBB FUND TRUST

116.95%

Shares1.5M

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

15.96%

Shares1.4M

Event2026-03-31

Filed2026-04-29

XMMO

INVESCO EXCHANGE TRADED FD T

-5.25%

Shares187.3K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-7.62%

Shares40.6K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

0.74%

Shares232.1K

Event2026-03-31

Filed2026-04-29

DFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares423.1K

Event2026-03-31

Filed2026-04-29

GLTR

ABRDN PRECIOUS METALS BASKET

-10.01%

Shares58.4K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

-1.00%

Shares34.5K

Event2026-03-31

Filed2026-04-29

JAAA

JANUS DETROIT STR TR

-73.29%

Shares224.4K

Event2026-03-31

Filed2026-04-29

ICVT

ISHARES TR

-4.25%

Shares109.9K

Event2026-03-31

Filed2026-04-29

SPGM

SPDR INDEX SHS FDS

-61.06%

Shares144.7K

Event2026-03-31

Filed2026-04-29

HYBL

SSGA ACTIVE TR

9.74%

Shares373.0K

Event2026-03-31

Filed2026-04-29

VFLO

VICTORY PORTFOLIOS II

4.67%

Shares249.0K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.09%

Shares31.5K

Event2026-03-31

Filed2026-04-29

CGDG

CAPITAL GROUP DIVIDEND GROWE

-96.08%

Shares210.6K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

-0.99%

Shares139.7K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

-57.87%

Shares96.8K

Event2026-03-31

Filed2026-04-29

PGR

PROGRESSIVE CORP

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

109.69%

Shares12.5K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

-5.19%

Shares73.4K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

2.79%

Shares27.9K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-2.79%

Shares8.4K

Event2026-03-31

Filed2026-04-29

FMB

FIRST TR EXCH TRADED FD III

27.67%

Shares82.6K

Event2026-03-31

Filed2026-04-29

CGCB

CAPITAL GRP FIXED INCM ETF T

-7.85%

Shares146.3K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

2.46%

Shares9.8K

Event2026-03-31

Filed2026-04-29

AT&T INC

1.59%

Shares108.7K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

4.17%

Shares4.9K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-4.50%

Shares6.3K

Event2026-03-31

Filed2026-04-29

WELL

WELLTOWER INC

0.23%

Shares13.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

2.97%

Shares8.7K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.81%

Shares10.6K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-7.48%

Shares22.0K

Event2026-03-31

Filed2026-04-29

BITB

BITWISE BITCOIN ETF TR

31.52%

Shares57.4K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

2.77%

Shares5.6K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

-2.07%

Shares12.0K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

10.93%

Shares3.1K

Event2026-03-31

Filed2026-04-29

SPTM

SPDR SERIES TRUST

-2.36%

Shares24.1K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

3.70%

Shares12.9K

Event2026-03-31

Filed2026-04-29

IBDU

ISHARES TR

0.68%

Shares71.2K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

-12.70%

Shares34.5K

Event2026-03-31

Filed2026-04-29

CGGO

CAPITAL GROUP GBL GROWTH EQT

9.70%

Shares48.4K

Event2026-03-31

Filed2026-04-29

IBDT

ISHARES TR

4.80%

Shares59.3K

Event2026-03-31

Filed2026-04-29

DOCT

FIRST TR EXCHNG TRADED FD VI

-10.69%

Shares29.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-29.60%

Shares4.4K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

1.38%

Shares3.7K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-1.55%

Shares9.5K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-2.70%

Shares3.8K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

-1.90%

Shares5.6K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

-1.84%

Shares15.2K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

-8.42%

Shares13.8K

Event2026-03-31

Filed2026-04-29

GSLC

GOLDMAN SACHS ETF TR

-6.71%

Shares8.2K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

0.24%

Shares6.4K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

-14.91%

Shares4.1K

Event2026-03-31

Filed2026-04-29

FIXD

FIRST TR EXCHNG TRADED FD VI

-7.65%

Shares22.9K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

1.39%

Shares19.9K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

0.59%

Shares5.0K

Event2026-03-31

Filed2026-04-29

DGRW

WISDOMTREE TR

-2.41%

Shares10.8K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-6.97%

Shares29.7K

Event2026-03-31

Filed2026-04-29

VXF

VANGUARD INDEX FDS

-13.11%

Shares4.4K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

1.23%

Shares7.1K

Event2026-03-31

Filed2026-04-29

SLV

ISHARES SILVER TR

-3.53%

Shares13.0K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-3.76%

Shares2.8K

Event2026-03-31

Filed2026-04-29

JEPQ

J P MORGAN EXCHANGE TRADED F

-6.29%

Shares15.6K

Event2026-03-31

Filed2026-04-29

IEF

ISHARES TR

-15.93%

Shares8.8K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

2.97%

Shares9.4K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

2.59%

Shares5.5K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

-24.06%

Shares11.6K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

-6.57%

Shares1.6K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

2.95%

Shares17.2K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

-0.91%

Shares2.7K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

3.40%

Shares5.6K

Event2026-03-31

Filed2026-04-29