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The Analysis of Advisory Alpha, LLC's Holdings & P&L

Currently, Advisory Alpha, LLC holds 545 types of securities in its portfolio with a total value $3.7B. In the most recent quarter, they have increased their positions in VCIT (+421.5K shares, valued at $34.9M), XLF (+615.9K shares, valued at $30.4M), SPHY (+1.1M shares, valued at $25.8M); decreased their positions in SPYG (-548.2K shares, valued at $53.7M), SPYV (-696.6K shares, valued at $39.4M), SCHM (-1.2M shares, valued at $37.3M); initiated new positions in JEPI (+52.8K shares, valued at $3.0M), JBBB (+34.7K shares, valued at $1.6M), ILF (+24.8K shares, valued at $881.0K).

1M P&L

+118.4M+3.12%

3M P&L

+106.5M+2.80%

HY P&L

+300.4M+8.31%

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/A3.3B

90.8%

2Semiconductors38.6M

1.1%

3Consumer Electronics37.4M

1.0%

Top Industries by Stock Count

1N/A234 stocks

47.3%

2Utilities - Regulated Electric15 stocks

3.0%

3Software - Application11 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST3.0M shares-15.67%2026-03-312026-05-14

SPYV SPDR SERIES TRUST4.9M shares-12.35%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR7.2M shares-14.41%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS4.1M shares-4.46%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR1.2M shares3.80%2026-03-312026-05-14

SPSB SPDR SERIES TRUST5.2M shares18.76%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR3.9M shares-2.38%2026-03-312026-05-14

SPHY SPDR SERIES TRUST4.8M shares30.37%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR1.9M shares47.70%2026-03-312026-05-14

SRLN SSGA ACTIVE ETF TR2.3M shares29.11%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS1.0M shares72.56%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS1.2M shares-6.49%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS1.3M shares16.57%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR345.7K shares-23.14%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR376.5K shares0.46%2026-03-312026-05-14

SPMB SPDR SERIES TRUST2.2M shares-3.96%2026-03-312026-05-14

Sponsored

XLY SELECT SECTOR SPDR TR400.6K shares2.28%2026-03-312026-05-14

ICVT ISHARES TR415.2K shares-5.29%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR1.6M shares51.70%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F287.3K shares-7.95%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR486.2K shares42.38%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS528.0K shares-1.81%2026-03-312026-05-14

DFAU DIMENSIONAL ETF TRUST849.3K shares-3.56%2026-03-312026-05-14

SCHR SCHWAB STRATEGIC TR1.5M shares-3.70%2026-03-312026-05-14

Sponsored

FPE FIRST TR EXCH TRADED FD III2.1M shares-0.26%2026-03-312026-05-14

XLRE SELECT SECTOR SPDR TR917.5K shares-13.18%2026-03-312026-05-14

AAPL APPLE INC145.4K shares5.76%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR330.7K shares-30.93%2026-03-312026-05-14

NVDA NVIDIA CORPORATION182.3K shares6.66%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS145.1K shares-1.56%2026-03-312026-05-14

MLPX GLOBAL X FDS412.6K shares-0.44%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR662.4K shares40.76%2026-03-312026-05-14

Sponsored

SPTL SPDR SERIES TRUST1.1M shares-2.85%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS406.2K shares0.42%2026-03-312026-05-14

FLRN SPDR SERIES TRUST848.8K shares-9.77%2026-03-312026-05-14

SPAB SPDR SERIES TRUST934.5K shares0.34%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST595.3K shares-10.88%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST296.8K shares12.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR419.8K shares1.12%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR319.8K shares-37.06%2026-03-312026-05-14

Sponsored

MSFT MICROSOFT CORP52.7K shares11.82%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR623.9K shares0.14%2026-03-312026-05-14

VOE VANGUARD INDEX FDS101.7K shares-0.49%2026-03-312026-05-14

SPYM SPDR SERIES TRUST220.8K shares0.93%2026-03-312026-05-14

COWZ PACER FDS TR250.3K shares2.17%2026-03-312026-05-14

AMZN AMAZON COM INC69.9K shares8.65%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST422.8K shares8.02%2026-03-312026-05-14

DFLV DIMENSIONAL ETF TRUST372.4K shares-2.71%2026-03-312026-05-14

Sponsored

SJNK SPDR SERIES TRUST529.0K shares9.12%2026-03-312026-05-14

VOT VANGUARD INDEX FDS50.0K shares7.51%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T18.8K shares-7.30%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST342.0K shares47.93%2026-03-312026-05-14

BSJQ INVESCO EXCH TRD SLF IDX FD473.7K shares10.43%2026-03-312026-05-14

ALPHABET INC ALPHABET INC37.8K shares8.51%2026-03-312026-05-14

TSLA TESLA INC29.0K shares8.02%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST193.9K shares88.85%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC35.4K shares-2.10%2026-03-312026-05-14

VBR VANGUARD INDEX FDS45.8K shares39.94%2026-03-312026-05-14

PAUG INNOVATOR ETFS TRUST230.9K shares0.34%2026-03-312026-05-14

BSJR INVESCO EXCH TRD SLF IDX FD432.1K shares10.70%2026-03-312026-05-14

IJH ISHARES TR136.0K shares4.27%2026-03-312026-05-14

DISV DIMENSIONAL ETF TRUST213.0K shares6.55%2026-03-312026-05-14

META META PLATFORMS INC14.5K shares14.20%2026-03-312026-05-14

VBK VANGUARD INDEX FDS26.3K shares6.16%2026-03-312026-05-14

Sponsored

DFSV DIMENSIONAL ETF TRUST223.5K shares74.96%2026-03-312026-05-14

DE DEERE & CO13.3K shares-0.22%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F144.0K shares-10.56%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.3K shares8.14%2026-03-312026-05-14

BSJS INVESCO EXCH TRD SLF IDX FD302.2K shares5.62%2026-03-312026-05-14

WMT WALMART INC52.2K shares0.05%2026-03-312026-05-14

PJUL INNOVATOR ETFS TRUST138.2K shares-0.53%2026-03-312026-05-14

VTI VANGUARD INDEX FDS19.7K shares3.32%2026-03-312026-05-14

Sponsored

VUG VANGUARD INDEX FDS14.4K shares-0.83%2026-03-312026-05-14

PJUN INNOVATOR ETFS TRUST148.6K shares1.54%2026-03-312026-05-14

XOM EXXON MOBIL CORP36.0K shares5.43%2026-03-312026-05-14

LLY ELI LILLY & CO6.2K shares2.50%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR62.3K shares12.96%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS8.9K shares7.58%2026-03-312026-05-14

VRP INVESCO EXCH TRADED FD TR II200.7K shares-34.04%2026-03-312026-05-14

NFLX NETFLIX INC.48.9K shares46.02%2026-03-312026-05-14

Sponsored

BSJT INVESCO EXCH TRD SLF IDX FD217.7K shares3.99%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS90.1K shares50.64%2026-03-312026-05-14

PFEB INNOVATOR ETFS TRUST111.9K shares8.98%2026-03-312026-05-14

PGHY INVESCO EXCH TRADED FD TR II231.1K shares5.73%2026-03-312026-05-14

CAT CATERPILLAR INC6.0K shares4.46%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD86.5K shares0.15%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON16.5K shares27.10%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO13.6K shares1.20%2026-03-312026-05-14

Sponsored

AMAT APPLIED MATLS INC11.5K shares13.24%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR135.1K shares-1.63%2026-03-312026-05-14

BSJU INVESCO EXCH TRD SLF IDX FD146.6K shares3.63%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD68.5K shares142.27%2026-03-312026-05-14

AUGW AIM ETF PRODUCTS TRUST107.3K shares-0.73%2026-03-312026-05-14

PG PROCTER & GAMBLE CO23.0K shares21.02%2026-03-312026-05-14

VTV VANGUARD INDEX FDS16.1K shares10.27%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP5.2K shares10.42%2026-03-312026-05-14

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD51.7K shares-20.08%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR121.2K shares29.15%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F52.8K sharesnew addition2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION2.8K shares-11.43%2026-03-312026-05-14

HD HOME DEPOT INC8.6K shares1.94%2026-03-312026-05-14

NSA NATIONAL STORAGE AFFILIATES72.6K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION13.1K shares11.24%2026-03-312026-05-14

PMAR INNOVATOR ETFS TRUST60.6K shares240.61%2026-03-312026-05-14

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD39.1K shares0.71%2026-03-312026-05-14

IVV ISHARES TR4.0K shares9.94%2026-03-312026-05-14

DGRO ISHARES TR37.3K shares8.83%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC15.8K shares13.79%2026-03-312026-05-14

NEE NEXTERA ENERGY INC27.4K shares21.05%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS10.5K shares2.78%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE8.8K shares47.39%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW19.0K shares17.30%2026-03-312026-05-14

Sponsored

V VISA INC7.9K shares14.56%2026-03-312026-05-14

FTCS FIRST TR EXCHANGE-TRADED FD25.5K shares2.29%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II30.1K shares9.79%2026-03-312026-05-14

BOYD GROUP SERVICES INC BOYD GROUP SERVICES INC17.3K shares0.00%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND4.7K shares-1.26%2026-03-312026-05-14

USMV ISHARES TR23.0K shares1.41%2026-03-312026-05-14

NLR VANECK ETF TRUST15.9K shares5.06%2026-03-312026-05-14

PSEP INNOVATOR ETFS TRUST48.5K shares7.93%2026-03-312026-05-14

Sponsored

PNOV INNOVATOR ETFS TRUST50.8K shares-0.20%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO6.2K shares5.93%2026-03-312026-05-14

MPC MARATHON PETE CORP8.1K shares1.99%2026-03-312026-05-14

PAPR INNOVATOR ETFS TRUST49.6K shares-22.82%2026-03-312026-05-14

MUB ISHARES TR18.2K shares21.05%2026-03-312026-05-14

KO COCA COLA CO24.8K shares13.54%2026-03-312026-05-14

T AT&T INC64.6K shares6.18%2026-03-312026-05-14

MA MASTERCARD INCORPORATED3.7K shares22.55%2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC12.7K shares26.89%2026-03-312026-05-14

CWB SPDR SERIES TRUST19.9K shares-2.61%2026-03-312026-05-14

BAC BANK AMERICA CORP36.9K shares6.57%2026-03-312026-05-14

ABBV ABBVIE INC8.3K shares10.80%2026-03-312026-05-14

COP CONOCOPHILLIPS13.4K shares-1.05%2026-03-312026-05-14

KLAC KLA CORP1.1K shares-9.87%2026-03-312026-05-14

SGOV ISHARES TR16.7K shares-16.88%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC6.2K shares12.15%2026-03-312026-05-14

Sponsored

BK BANK NEW YORK MELLON CORP14.0K shares15.12%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC8.2K shares10.58%2026-03-312026-05-14

SUB ISHARES TR15.4K shares-3.65%2026-03-312026-05-14

IYW ISHARES TR9.0K shares-4.20%2026-03-312026-05-14

JBBB JANUS DETROIT STR TR34.7K sharesnew addition2026-03-312026-05-14

EPS WISDOMTREE TR23.6K shares-1.61%2026-03-312026-05-14

HCA HCA HEALTHCARE INC3.3K shares14.68%2026-03-312026-05-14

IAGG ISHARES TR30.6K shares9.58%2026-03-312026-05-14

Sponsored

EMHY ISHARES INC38.4K shares0.91%2026-03-312026-05-14

PMAY INNOVATOR ETFS TRUST36.9K shares-0.35%2026-03-312026-05-14

TJX TJX COS INC NEW9.0K shares6.26%2026-03-312026-05-14

BKLN INVESCO EXCH TRADED FD TR II70.2K shares-69.97%2026-03-312026-05-14

SOXX ISHARES TR4.4K shares16.72%2026-03-312026-05-14

MCD MCDONALDS CORP4.6K shares-1.22%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS22.2K shares62.02%2026-03-312026-05-14

CME CME GROUP INC4.8K shares1.73%2026-03-312026-05-14

Sponsored

WFC WELLS FARGO & CO17.8K shares17.48%2026-03-312026-05-14

GNTX GENTEX CORP63.6K shares0.41%2026-03-312026-05-14

HYZD WISDOMTREE TR62.6K shares11.41%2026-03-312026-05-14

WM WASTE MGMT INC DEL6.0K shares1.88%2026-03-312026-05-14

MCO MOODYS CORP3.1K shares12.14%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW4.2K shares7.13%2026-03-312026-05-14

MS MORGAN STANLEY8.3K shares10.17%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.9K shares-1.73%2026-03-312026-05-14

Sponsored

VGT VANGUARD WORLD FD1.9K shares-5.26%2026-03-312026-05-14

SHV ISHARES TR11.7K shares-0.79%2026-03-312026-05-14

GLD SPDR GOLD TR3.0K shares-2.29%2026-03-312026-05-14

SMH VANECK ETF TRUST3.3K shares14.41%2026-03-312026-05-14

SLV ISHARES SILVER TR18.6K shares-12.50%2026-03-312026-05-14

LOW LOWES COS INC5.4K shares8.15%2026-03-312026-05-14

VOOV VANGUARD ADMIRAL FDS INC6.2K shares21.02%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC5.4K shares-3.49%2026-03-312026-05-14

Sponsored

SYK STRYKER CORPORATION3.8K shares9.39%2026-03-312026-05-14

MGK VANGUARD WORLD FD3.4K shares97.82%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC12.5K shares-59.08%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V6.0K shares13.64%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO3.9K shares5.61%2026-03-312026-05-14

RSPT INVESCO EXCHANGE TRADED FD T26.0K shares0.37%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.1K shares-23.93%2026-03-312026-05-14

CSX CSX CORP28.6K shares18.91%2026-03-312026-05-14

Sponsored

PFE PFIZER INC41.3K shares-1.18%2026-03-312026-05-14

GEV GE VERNOVA INC1.3K shares52.35%2026-03-312026-05-14

APH AMPHENOL CORP8.9K shares-17.27%2026-03-312026-05-14

UGL PROSHARES TR II17.8K shares-39.45%2026-03-312026-05-14

MMM 3M CO7.4K shares0.13%2026-03-312026-05-14

PEG PUBLIC SVC ENTERPRISE GROUP13.3K shares14.98%2026-03-312026-05-14

WRB BERKLEY W R CORP16.0K shares28.11%2026-03-312026-05-14

EFV ISHARES TR14.1K shares-72.47%2026-03-312026-05-14

Sponsored

HIG HARTFORD INSURANCE GROUP INC7.6K shares14.84%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC6.4K shares17.24%2026-03-312026-05-14

SO SOUTHERN CO10.5K shares34.43%2026-03-312026-05-14

VCSH VANGUARD SCOTTSDALE FDS12.7K shares36.62%2026-03-312026-05-14

FSLR FIRST SOLAR INC5.1K shares26.64%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO4.6K shares19.99%2026-03-312026-05-14

FLBL FRANKLIN TEMPLETON ETF TR43.4K shares13.42%2026-03-312026-05-14

USD PROSHARES TR20.6K shares0.13%2026-03-312026-05-14

Sponsored

ORCL ORACLE CORP6.6K shares9.75%2026-03-312026-05-14

AAXJ ISHARES TR10.1K shares28.47%2026-03-312026-05-14

ADSK AUTODESK INC4.0K shares5.54%2026-03-312026-05-14

EMR EMERSON ELEC CO7.2K shares40.75%2026-03-312026-05-14

EA ELECTRONIC ARTS INC4.6K shares-0.64%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN4.8K shares23.51%2026-03-312026-05-14

SKOR FLEXSHARES TR19.3K shares14.50%2026-03-312026-05-14

AGG ISHARES TR9.4K shares-1.62%2026-03-312026-05-14

Sponsored

YUM YUM BRANDS INC5.9K shares4.84%2026-03-312026-05-14

RSPU INVESCO EXCHANGE TRADED FD T11.3K shares5.36%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC18.2K shares27.07%2026-03-312026-05-14

RTX RTX CORPORATION4.7K shares2.82%2026-03-312026-05-14

CRM SALESFORCE INC4.8K shares18.98%2026-03-312026-05-14

BAB INVESCO EXCH TRADED FD TR II33.3K shares-38.59%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC2.0K shares-0.65%2026-03-312026-05-14

QCOM QUALCOMM INC6.9K shares7.81%2026-03-312026-05-14

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI20.5K shares-1.43%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC3.4K shares21.68%2026-03-312026-05-14

GLW CORNING INC6.5K shares15.59%2026-03-312026-05-14

FV FIRST TR EXCHANGE TRADED FD14.7K shares-2.57%2026-03-312026-05-14

JPIB J P MORGAN EXCHANGE TRADED F18.5K shares11.19%2026-03-312026-05-14

ILF ISHARES TR24.8K sharesnew addition2026-03-312026-05-14

CSCO CISCO SYS INC11.3K shares1.49%2026-03-312026-05-14

CCL CARNIVAL CORP34.0K shares13.52%2026-03-312026-05-14

Sponsored

IWF ISHARES TR2.0K shares-1.82%2026-03-312026-05-14

VO VANGUARD INDEX FDS3.0K shares11.61%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC7.2K shares0.46%2026-03-312026-05-14

STRL STERLING INFRASTRUCTURE INC2.1K shares1.82%2026-03-312026-05-14

CORPAY INC CORPAY INC3.0K shares5.53%2026-03-312026-05-14

CGCP CAPITAL GRP FIXED INCM ETF T38.1K shares-0.24%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC1.9K shares14.08%2026-03-312026-05-14

DIS DISNEY WALT CO8.7K shares3.80%2026-03-312026-05-14

Sponsored

BALL BALL CORP14.1K shares0.00%2026-03-312026-05-14

URA GLOBAL X FDS17.2K shares9.24%2026-03-312026-05-14

DTE DTE ENERGY CO5.7K shares150.57%2026-03-312026-05-14

PEP PEPSICO INC5.3K shares-24.52%2026-03-312026-05-14

IWY ISHARES TR3.3K shares1.41%2026-03-312026-05-14

USHY ISHARES TR22.2K shares-5.57%2026-03-312026-05-14

UNP UNION PAC CORP3.4K shares12.32%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN4.0K shares-3.89%2026-03-312026-05-14

Sponsored

IJR ISHARES TR6.4K shares9.30%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST33.7K shares-2.60%2026-03-312026-05-14

SPMD SPDR SERIES TRUST13.4K shares-1.21%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS16.7K shares-65.26%2026-03-312026-05-14

CMI CUMMINS INC1.5K shares87.47%2026-03-312026-05-14

ECL ECOLAB INC2.9K shares9.79%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC913 shares5.67%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR33.1K shares18.91%2026-03-312026-05-14

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EUAD SPINNAKER ETF SERIES18.8K shares-4.63%2026-03-312026-05-14

IXC ISHARES TR13.3K sharesnew addition2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC1.8K shares11.43%2026-03-312026-05-14

CMBS ISHARES TR15.5K shares-25.27%2026-03-312026-05-14

MELI MERCADOLIBRE INC436 shares6.08%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares31.94%2026-03-312026-05-14

MAS MASCO CORP12.3K shares26.16%2026-03-312026-05-14

SRE SEMPRA7.5K shares0.00%2026-03-312026-05-14

Sponsored

PAYX PAYCHEX INC7.9K shares29.70%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW27.9K shares12.97%2026-03-312026-05-14

GDX VANECK ETF TRUST7.9K shares14.39%2026-03-312026-05-14

SPSM SPDR SERIES TRUST14.9K shares23.31%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP1.1K shares20.43%2026-03-312026-05-14

HYLS FIRST TR EXCHANGE-TRADED FD17.8K shares-0.90%2026-03-312026-05-14

SPGI S&P GLOBAL INC1.7K shares30.11%2026-03-312026-05-14

OKE ONEOK INC NEW7.9K shares-1.04%2026-03-312026-05-14

Sponsored

HON HONEYWELL INTL INC3.1K shares23.84%2026-03-312026-05-14

SIL GLOBAL X FDS7.8K shares28.42%2026-03-312026-05-14

POCT INNOVATOR ETFS TRUST16.1K shares0.00%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP3.8K shares0.13%2026-03-312026-05-14

COPX GLOBAL X FDS8.9K shares-8.87%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS8.8K shares-19.35%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC2.4K shares23.51%2026-03-312026-05-14

EOG EOG RES INC4.7K shares32.30%2026-03-312026-05-14

Sponsored

AEP AMERICAN ELEC PWR CO INC5.1K shares-0.92%2026-03-312026-05-14

ABT ABBOTT LABORATORIES6.6K shares-10.03%2026-03-312026-05-14

DAL DELTA AIR LINES INC9.9K shares14.54%2026-03-312026-05-14

REMX VANECK ETF TRUST7.5K sharesnew addition2026-03-312026-05-14

SLQD ISHARES TR13.0K shares0.00%2026-03-312026-05-14

HYMB SPDR SERIES TRUST26.3K shares21.67%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF16.1K shares-0.01%2026-03-312026-05-14

SPDR SERIES TRUST SPDR SERIES TRUST6.7K shares-3.18%2026-03-312026-05-14

Sponsored

EXPE EXPEDIA GROUP INC2.8K shares16.71%2026-03-312026-05-14

BRO BROWN & BROWN INC9.8K shares21.49%2026-03-312026-05-14

AME AMETEK INC3.0K shares14.51%2026-03-312026-05-14

VB VANGUARD INDEX FDS2.4K shares6.00%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC1.9K shares-32.54%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC1.8K shares25.30%2026-03-312026-05-14

EXC EXELON CORP12.8K shares27.41%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO2.5K sharesnew addition2026-03-312026-05-14

Sponsored

IMTM ISHARES TR13.0K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 663.4K shares7.60%2026-03-312026-05-14

CTRA COTERRA ENERGY INC17.7K shares29.62%2026-03-312026-05-14

ZTS ZOETIS INC5.3K shares14.79%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC1.2K shares27.90%2026-03-312026-05-14

VXUS VANGUARD STAR FDS7.9K shares-20.33%2026-03-312026-05-14

RSG REPUBLIC SVCS INC2.8K shares23.75%2026-03-312026-05-14

VDE VANGUARD WORLD FD3.5K sharesnew addition2026-03-312026-05-14

Sponsored

EFIV SPDR SERIES TRUST9.5K shares12.23%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC10.4K shares3.81%2026-03-312026-05-14

TDY TELEDYNE TECHNOLOGIES INC988 shares15.02%2026-03-312026-05-14

LVS LAS VEGAS SANDS CORP11.0K shares18.35%2026-03-312026-05-14

JIVE J P MORGAN EXCHANGE TRADED F6.8K sharesnew addition2026-03-312026-05-14

PPL PPL CORP15.1K shares19.43%2026-03-312026-05-14

EIX EDISON INTL7.8K shares31.17%2026-03-312026-05-14

L LOEWS CORP5.4K shares17.32%2026-03-312026-05-14

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T5.5K shares-0.24%2026-03-312026-05-14

ERIE ERIE INDTY CO2.3K shares27.22%2026-03-312026-05-14

HEWJ ISHARES TR10.1K shares-0.11%2026-03-312026-05-14

NRG NRG ENERGY INC3.9K shares22.11%2026-03-312026-05-14

CW CURTISS WRIGHT CORP814 shares0.00%2026-03-312026-05-14

TRGP TARGA RES CORP2.2K shares-25.86%2026-03-312026-05-14

JADE J P MORGAN EXCHANGE TRADED F8.3K sharesnew addition2026-03-312026-05-14

HSY HERSHEY CO2.6K shares0.49%2026-03-312026-05-14

Sponsored

CEG CONSTELLATION ENERGY CORP2.0K shares-12.11%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC4.8K shares-25.88%2026-03-312026-05-14

D DOMINION ENERGY INC8.8K shares18.98%2026-03-312026-05-14

ZBRA ZEBRA TECHNOLOGIES CORPORATI2.6K shares20.71%2026-03-312026-05-14

PZA INVESCO EXCH TRADED FD TR II23.6K shares-18.62%2026-03-312026-05-14

CTVA CORTEVA INC6.5K shares0.86%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP8.6K shares-4.48%2026-03-312026-05-14

WMB WILLIAMS COS INC7.4K shares22.61%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ1.6K shares-3.78%2026-03-312026-05-14

DECK DECKERS OUTDOOR CORP5.3K shares25.81%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP1.9K shares3.05%2026-03-312026-05-14

F FORD MTR CO44.5K shares1.97%2026-03-312026-05-14

URI UNITED RENTALS INC705 shares17.70%2026-03-312026-05-14

FDS FACTSET RESH SYS INC2.4K shares40.67%2026-03-312026-05-14

NOCT INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC2.6K shares-14.68%2026-03-312026-05-14

Sponsored

SCHF SCHWAB STRATEGIC TR20.3K shares-12.38%2026-03-312026-05-14

TLT ISHARES TR5.8K shares31.34%2026-03-312026-05-14

HGER HARBOR ETF TRUST16.2K shares-0.01%2026-03-312026-05-14

EWJ ISHARES INC5.9K sharesnew addition2026-03-312026-05-14

IEFA ISHARES TR5.5K shares31.71%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II4.4K sharesnew addition2026-03-312026-05-14

PDEC INNOVATOR ETFS TRUST11.7K shares-2.91%2026-03-312026-05-14

TRMB TRIMBLE INC7.6K shares24.90%2026-03-312026-05-14

Sponsored

FCX FREEPORT MCMORAN INC8.4K shares8.14%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST6.9K shares26.64%2026-03-312026-05-14

GVI ISHARES TR4.6K shares-4.79%2026-03-312026-05-14

GIS GENERAL MILLS INC13.1K shares6.19%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP1.8K sharesnew addition2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F3.5K sharesnew addition2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS3.3K shares-3.95%2026-03-312026-05-14

ALLE ALLEGION PLC3.3K shares20.22%2026-03-312026-05-14

Sponsored

CBOE CBOE GLOBAL MKTS INC1.7K shares8.72%2026-03-312026-05-14

CMS CMS ENERGY CORP6.1K shares-0.96%2026-03-312026-05-14

CVS CVS HEALTH CORP6.6K shares23.22%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS9.5K shares1.26%2026-03-312026-05-14

JBL JABIL INC1.8K shares-3.18%2026-03-312026-05-14

STLD STEEL DYNAMICS INC2.6K shares0.00%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC14.6K shares18.06%2026-03-312026-05-14

VXF VANGUARD INDEX FDS2.2K shares101.34%2026-03-312026-05-14

Sponsored

FEZ SPDR INDEX SHS FDS7.4K shares76.55%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST8.3K shares60.46%2026-03-312026-05-14

ENB ENBRIDGE INC8.5K shares-2.35%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO7.5K shares-18.82%2026-03-312026-05-14

WELL WELLTOWER INC2.3K sharesnew addition2026-03-312026-05-14

IWD ISHARES TR2.1K shares0.14%2026-03-312026-05-14

SYY SYSCO CORP6.3K shares13.80%2026-03-312026-05-14

OMC OMNICOM GROUP INC5.9K shares14.53%2026-03-312026-05-14

Sponsored

PGX INVESCO EXCH TRADED FD TR II40.9K shares-15.43%2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC4.7K shares16.18%2026-03-312026-05-14

CTSH COGNIZANT TECHNOLOGY SOLUTIO7.2K shares20.29%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC2.7K sharesnew addition2026-03-312026-05-14

VLTO VERALTO CORP4.9K shares20.77%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC1.6K shares26.85%2026-03-312026-05-14

LQD ISHARES TR4.0K shares43.46%2026-03-312026-05-14

PFXF VANECK ETF TRUST24.4K shares36.07%2026-03-312026-05-14

Sponsored

ESGD ISHARES TR4.4K shares8.43%2026-03-312026-05-14

IWR ISHARES TR4.4K shares-0.43%2026-03-312026-05-14

ADI ANALOG DEVICES INC1.3K shares-13.19%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC4.8K shares24.56%2026-03-312026-05-14

RSPN INVESCO EXCHANGE TRADED FD T7.3K shares-2.49%2026-03-312026-05-14

AVB AVALONBAY CMNTYS INC2.5K sharesnew addition2026-03-312026-05-14

IRM IRON MTN INC DEL4.1K sharesnew addition2026-03-312026-05-14

GDMN WISDOMTREE TR4.1K shares-61.39%2026-03-312026-05-14

Sponsored

HRL HORMEL FOODS CORP18.2K shares17.67%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION7.3K shares20.55%2026-03-312026-05-14

TGT TARGET CORP3.4K shares4.53%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC1.2K shares36.05%2026-03-312026-05-14

CPT CAMDEN PPTY TR4.1K sharesnew addition2026-03-312026-05-14

POWA INVESCO EXCH TRD SLF IDX FD4.6K shares0.00%2026-03-312026-05-14

INCY INCYTE CORP4.2K shares-24.82%2026-03-312026-05-14

FIX COMFORT SYS USA INC285 sharesnew addition2026-03-312026-05-14

Sponsored

MSIF MSC INCOME FUND INC32.0K shares125.31%2026-03-312026-05-14

QUAL ISHARES TR2.0K shares-3.29%2026-03-312026-05-14

RPM RPM INTL INC3.9K shares-2.23%2026-03-312026-05-14

DIVO AMPLIFY ETF TR8.6K shares4.21%2026-03-312026-05-14

MTUM ISHARES TR1.6K shares-17.13%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF10.0K shares47.74%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS4.3K sharesnew addition2026-03-312026-05-14

TER TERADYNE INC1.3K sharesnew addition2026-03-312026-05-14

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-0.27%2026-03-312026-05-14

WST WEST PHARMACEUTICAL SVSC INC1.5K shares35.22%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR7.8K sharesnew addition2026-03-312026-05-14

ACLX ARCELLX INC3.3K shares-0.30%2026-03-312026-05-14

IVW ISHARES TR3.4K shares7.17%2026-03-312026-05-14

SUI SUN CMNTYS INC3.0K shares0.00%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION2.9K shares8.94%2026-03-312026-05-14

GEN DIGITAL INC GEN DIGITAL INC19.9K shares27.91%2026-03-312026-05-14

Sponsored

WAT WATERS CORP1.3K shares-11.33%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP3.9K shares-18.44%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC3.2K shares-6.85%2026-03-312026-05-14

PWR QUANTA SVCS INC673 shares0.00%2026-03-312026-05-14

PTC PTC INC2.6K shares22.31%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR14.4K shares-9.68%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC945 shares6.78%2026-03-312026-05-14

GEHC GE HEALTHCARE TECHNOLOGIES I5.2K shares38.19%2026-03-312026-05-14

Sponsored

SPG SIMON PPTY GROUP INC NEW2.0K sharesnew addition2026-03-312026-05-14

PSA PUBLIC STORAGE OPER CO1.3K sharesnew addition2026-03-312026-05-14

IEF ISHARES TR3.8K shares17.08%2026-03-312026-05-14

A AGILENT TECHNOLOGIES INC3.2K shares-0.99%2026-03-312026-05-14

AMGN AMGEN INC1.0K shares0.78%2026-03-312026-05-14

IDU ISHARES TR3.1K shares0.65%2026-03-312026-05-14

MBB ISHARES TR3.8K shares2.39%2026-03-312026-05-14

NOBL PROSHARES TR3.4K shares-2.23%2026-03-312026-05-14

Sponsored

PRI PRIMERICA INC1.4K shares-13.43%2026-03-312026-05-14

IWP ISHARES TR2.8K shares0.00%2026-03-312026-05-14

PAYC PAYCOM SOFTWARE INC2.9K shares39.10%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.5K shares4.34%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN2.3K shares1.90%2026-03-312026-05-14

TXT TEXTRON INC4.0K shares7.66%2026-03-312026-05-14

ROST ROSS STORES INC1.6K shares46.46%2026-03-312026-05-14

DTM DT MIDSTREAM INC2.6K sharesnew addition2026-03-312026-05-14

Sponsored

GDDY GODADDY INC4.3K shares45.38%2026-03-312026-05-14

FI FISERV INC6.2K shares37.62%2026-03-312026-05-14

WDAY WORKDAY INC2.7K shares37.78%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN2.1K shares36.46%2026-03-312026-05-14

DOC HEALTHPEAK PROPERTIES INC20.9K sharesnew addition2026-03-312026-05-14

ET ENERGY TRANSFER L P17.6K shares31.32%2026-03-312026-05-14

DHI D R HORTON INC2.5K shares17.23%2026-03-312026-05-14

XEL XCEL ENERGY INC4.3K shares-1.78%2026-03-312026-05-14

Sponsored

LITE LUMENTUM HLDGS INC481 sharesnew addition2026-03-312026-05-14

OGE OGE ENERGY CORP7.0K shares0.00%2026-03-312026-05-14

IWB ISHARES TR942 shares13.63%2026-03-312026-05-14

SCMB SCHWAB STRATEGIC TR13.2K sharesnew addition2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR11.0K sharesnew addition2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP3.5K shares9.88%2026-03-312026-05-14

IJT ISHARES TR2.3K shares12.60%2026-03-312026-05-14

VMC VULCAN MATLS CO1.2K shares16.46%2026-03-312026-05-14

Sponsored

CRS CARPENTER TECHNOLOGY CORP840 sharesnew addition2026-03-312026-05-14

TXRH TEXAS ROADHOUSE INC2.0K shares0.00%2026-03-312026-05-14

CDC VICTORY PORTFOLIOS II4.6K shares2.32%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI9.6K sharesnew addition2026-03-312026-05-14

ASML ASML HLDG NV245 shares28.95%2026-03-312026-05-14

BDX BECTON DICKINSON & CO2.1K shares26.37%2026-03-312026-05-14

TECH BIO-TECHNE CORP6.1K shares34.55%2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC20.5K shares-1.27%2026-03-312026-05-14

Sponsored

SCHC SCHWAB STRATEGIC TR6.8K shares-6.06%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F3.2K shares0.00%2026-03-312026-05-14

EFG ISHARES TR2.8K shares5.72%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC7.0K shares51.63%2026-03-312026-05-14

MTZ MASTEC INC977 sharesnew addition2026-03-312026-05-14

INTC INTEL CORP7.1K shares6.91%2026-03-312026-05-14

CMCSA COMCAST CORP NEW10.9K shares-3.20%2026-03-312026-05-14

RJF RAYMOND JAMES FINL INC2.2K shares41.86%2026-03-312026-05-14

Sponsored

BWA BORGWARNER INC5.7K shares23.71%2026-03-312026-05-14

FYT FIRST TR EXCHANGE-TRADED ALP5.0K shares0.32%2026-03-312026-05-14

AXGN AXOGEN INC9.2K shares0.00%2026-03-312026-05-14

CNQ CANADIAN NAT RES LTD MED TER6.2K sharesnew addition2026-03-312026-05-14

CIEN CIENA CORP776 sharesnew addition2026-03-312026-05-14

CRAK VANECK ETF TRUST6.1K sharesnew addition2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC274 shares-37.73%2026-03-312026-05-14

DDS DILLARDS INC523 shares0.00%2026-03-312026-05-14

Sponsored

XLG INVESCO EXCHANGE TRADED FD T5.5K shares-15.63%2026-03-312026-05-14

GRNY TIDAL TRUST I12.5K shares3.84%2026-03-312026-05-14

CNP CENTERPOINT ENERGY INC6.8K sharesnew addition2026-03-312026-05-14

O REALTY INCOME CORP4.8K sharesnew addition2026-03-312026-05-14

MLPA GLOBAL X FDS5.4K shares-77.79%2026-03-312026-05-14

EBAY EBAY INC.3.2K shares-2.86%2026-03-312026-05-14

EVRG EVERGY INC3.5K shares0.74%2026-03-312026-05-14

HP INC HP INC15.1K shares11.04%2026-03-312026-05-14

Sponsored

WBD WARNER BROS DISCOVERY INC10.5K shares3.01%2026-03-312026-05-14

USB US BANCORP5.5K shares2.65%2026-03-312026-05-14

GPN GLOBAL PMTS INC4.3K shares34.02%2026-03-312026-05-14

JFLI J P MORGAN EXCHANGE TRADED F5.7K sharesnew addition2026-03-312026-05-14

CPER UNITED STS COMMODITY INDEX F8.3K shares-22.29%2026-03-312026-05-14

CTAS CINTAS CORP1.7K shares2.19%2026-03-312026-05-14

KR KROGER CO3.9K shares13.07%2026-03-312026-05-14

NG NOVAGOLD RESOURCES INC31.6K sharesnew addition2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC1.4K shares17.18%2026-03-312026-05-14

NSEP INNOVATOR ETFS TRUST9.9K shares0.00%2026-03-312026-05-14

VHT VANGUARD WORLD FD1.0K shares24.01%2026-03-312026-05-14

ETR ENTERGY CORP NEW2.5K shares1.27%2026-03-312026-05-14

QLC FLEXSHARES TR3.5K shares3.58%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC939 shares-16.31%2026-03-312026-05-14

VDC VANGUARD WORLD FD1.2K shares1.00%2026-03-312026-05-14

ITB ISHARES TR3.0K shares-10.53%2026-03-312026-05-14

Sponsored

IYF ISHARES TR2.3K shares-24.95%2026-03-312026-05-14

IEX IDEX CORP1.4K shares0.35%2026-03-312026-05-14

ISHARES TR ISHARES TR7.8K sharesnew addition2026-03-312026-05-14

NNOV INNOVATOR ETFS TRUST9.5K shares-0.97%2026-03-312026-05-14

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares6.20%2026-03-312026-05-14

CORP PIMCO ETF TR2.7K shares1.01%2026-03-312026-05-14

IUS INVESCO EXCH TRD SLF IDX FD4.5K sharesnew addition2026-03-312026-05-14

Sponsored

AMT AMERICAN TOWER CORP1.5K sharesnew addition2026-03-312026-05-14

NDAQ NASDAQ INC3.0K shares13.55%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN4.3K sharesnew addition2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T1.7K shares-6.93%2026-03-312026-05-14

MDY STATE STR SPDR S&P MIDCAP 40410 sharesnew addition2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR7.7K shares-2.63%2026-03-312026-05-14

GLDM WORLD GOLD TR2.7K shares-79.36%2026-03-312026-05-14

ESGU ISHARES TR1.8K shares-0.11%2026-03-312026-05-14

Sponsored

NSC NORFOLK SOUTHN CORP865 shares-1.59%2026-03-312026-05-14

TMUS T-MOBILE US INC1.2K shares-18.48%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS3.4K shares-11.86%2026-03-312026-05-14

GWW WW GRAINGER INC224 shares0.00%2026-03-312026-05-14

SPYG

SPDR SERIES TRUST

-15.67%

Shares3.0M

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-12.35%

Shares4.9M

Event2026-03-31

Filed2026-05-14

SCHM

SCHWAB STRATEGIC TR

-14.41%

Shares7.2M

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

-4.46%

Shares4.1M

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

3.80%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPSB

SPDR SERIES TRUST

18.76%

Shares5.2M

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

-2.38%

Shares3.9M

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

30.37%

Shares4.8M

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

47.70%

Shares1.9M

Event2026-03-31

Filed2026-05-14

SRLN

SSGA ACTIVE ETF TR

29.11%

Shares2.3M

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

72.56%

Shares1.0M

Event2026-03-31

Filed2026-05-14

VGSH

VANGUARD SCOTTSDALE FDS

-6.49%

Shares1.2M

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

16.57%

Shares1.3M

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

-23.14%

Shares345.7K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

0.46%

Shares376.5K

Event2026-03-31

Filed2026-05-14

SPMB

SPDR SERIES TRUST

-3.96%

Shares2.2M

Event2026-03-31

Filed2026-05-14

XLY

SELECT SECTOR SPDR TR

2.28%

Shares400.6K

Event2026-03-31

Filed2026-05-14

ICVT

ISHARES TR

-5.29%

Shares415.2K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

51.70%

Shares1.6M

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

-7.95%

Shares287.3K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

42.38%

Shares486.2K

Event2026-03-31

Filed2026-05-14

VCLT

VANGUARD SCOTTSDALE FDS

-1.81%

Shares528.0K

Event2026-03-31

Filed2026-05-14

DFAU

DIMENSIONAL ETF TRUST

-3.56%

Shares849.3K

Event2026-03-31

Filed2026-05-14

SCHR

SCHWAB STRATEGIC TR

-3.70%

Shares1.5M

Event2026-03-31

Filed2026-05-14

FPE

FIRST TR EXCH TRADED FD III

-0.26%

Shares2.1M

Event2026-03-31

Filed2026-05-14

XLRE

SELECT SECTOR SPDR TR

-13.18%

Shares917.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

5.76%

Shares145.4K

Event2026-03-31

Filed2026-05-14

XLC

SELECT SECTOR SPDR TR

-30.93%

Shares330.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

6.66%

Shares182.3K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-1.56%

Shares145.1K

Event2026-03-31

Filed2026-05-14

MLPX

GLOBAL X FDS

-0.44%

Shares412.6K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

40.76%

Shares662.4K

Event2026-03-31

Filed2026-05-14

SPTL

SPDR SERIES TRUST

-2.85%

Shares1.1M

Event2026-03-31

Filed2026-05-14

VWOB

VANGUARD WHITEHALL FDS

0.42%

Shares406.2K

Event2026-03-31

Filed2026-05-14

FLRN

SPDR SERIES TRUST

-9.77%

Shares848.8K

Event2026-03-31

Filed2026-05-14

SPAB

SPDR SERIES TRUST

0.34%

Shares934.5K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL ETF TRUST

-10.88%

Shares595.3K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

12.00%

Shares296.8K

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

1.12%

Shares419.8K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

-37.06%

Shares319.8K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

11.82%

Shares52.7K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

0.14%

Shares623.9K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

-0.49%

Shares101.7K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

0.93%

Shares220.8K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

2.17%

Shares250.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

8.65%

Shares69.9K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

8.02%

Shares422.8K

Event2026-03-31

Filed2026-05-14

DFLV

DIMENSIONAL ETF TRUST

-2.71%

Shares372.4K

Event2026-03-31

Filed2026-05-14

SJNK

SPDR SERIES TRUST

9.12%

Shares529.0K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

7.51%

Shares50.0K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-7.30%

Shares18.8K

Event2026-03-31

Filed2026-05-14

DFAE

DIMENSIONAL ETF TRUST

47.93%

Shares342.0K

Event2026-03-31

Filed2026-05-14

BSJQ

INVESCO EXCH TRD SLF IDX FD

10.43%

Shares473.7K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

8.51%

Shares37.8K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

8.02%

Shares29.0K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

88.85%

Shares193.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.10%

Shares35.4K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

39.94%

Shares45.8K

Event2026-03-31

Filed2026-05-14

PAUG

INNOVATOR ETFS TRUST

0.34%

Shares230.9K

Event2026-03-31

Filed2026-05-14

BSJR

INVESCO EXCH TRD SLF IDX FD

10.70%

Shares432.1K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

4.27%

Shares136.0K

Event2026-03-31

Filed2026-05-14

DISV

DIMENSIONAL ETF TRUST

6.55%

Shares213.0K

Event2026-03-31

Filed2026-05-14