Sponsored

The Analysis of American Institute for Advanced Investment Management, LLP's Holdings & P&L

Currently, American Institute for Advanced Investment Management, LLP holds 153 types of securities in its portfolio with a total value $154.3M. In the most recent quarter, they have increased their positions in MCK (+1.6K shares, valued at $1.4M), BIL (+11.2K shares, valued at $1.0M), SPDW (+13.0K shares, valued at $595.1K); decreased their positions in VIG (-4.8K shares, valued at $1.0M), VTI (-3.2K shares, valued at $1.0M), HD (-5.6K shares, valued at $708.7K); initiated new positions in MCK (+1.6K shares, valued at $1.4M), RIO (+5.8K shares, valued at $537.8K), IHE (+5.4K shares, valued at $463.8K).

1M P&L

+5.9M+3.75%

3M P&L

-51.7M-24.01%

HY P&L

-48.5M-22.85%

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/A111.6M

75.7%

2Consumer Electronics5.0M

3.4%

3Software - Infrastructure4.2M

2.9%

Top Industries by Stock Count

1N/A95 stocks

67.4%

2Drug Manufacturers - General3 stocks

2.1%

3Semiconductors3 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR25.2K shares-2.20%2026-03-312026-04-24

IWD ISHARES TR31.5K shares0.02%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T9.5K shares-0.87%2026-03-312026-04-24

AAPL APPLE INC19.7K shares-7.03%2026-03-312026-04-24

MINT PIMCO ETF TR36.7K shares0.33%2026-03-312026-04-24

MSFT MICROSOFT CORP9.3K shares1.68%2026-03-312026-04-24

GLD SPDR GOLD TR6.4K shares4.92%2026-03-312026-04-24

IWM ISHARES TR11.0K shares0.00%2026-03-312026-04-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS12.3K shares-28.21%2026-03-312026-04-24

VTI VANGUARD INDEX FDS8.1K shares-28.18%2026-03-312026-04-24

VUG VANGUARD INDEX FDS5.9K shares-4.84%2026-03-312026-04-24

VTV VANGUARD INDEX FDS12.9K shares7.82%2026-03-312026-04-24

BIL SPDR SERIES TRUST26.7K shares72.39%2026-03-312026-04-24

PPA INVESCO EXCHANGE TRADED FD T14.6K shares-0.61%2026-03-312026-04-24

NLR VANECK ETF TRUST17.3K shares-0.03%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 403.7K shares0.00%2026-03-312026-04-24

Sponsored

AMZN AMAZON COM INC10.2K shares-5.95%2026-03-312026-04-24

GRID FIRST TR EXCHANGE-TRADED FD17.4K shares-0.29%2026-03-312026-04-24

PAVE GLOBAL X FDS40.5K shares0.01%2026-03-312026-04-24

NVDA NVIDIA CORPORATION11.7K shares-1.42%2026-03-312026-04-24

JHSC JOHN HANCOCK EXCHANGE TRADED46.9K shares6.75%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP6.0K shares-3.60%2026-03-312026-04-24

ABBV ABBVIE INC7.7K shares0.00%2026-03-312026-04-24

SHLD GLOBAL X FDS23.3K shares1.52%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON6.5K shares0.00%2026-03-312026-04-24

VGT VANGUARD WORLD FD2.2K shares-1.35%2026-03-312026-04-24

SMH VANECK ETF TRUST4.0K shares-1.85%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR10.0K shares-1.50%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR29.3K shares-2.68%2026-03-312026-04-24

AIQ GLOBAL X FDS30.2K shares1.54%2026-03-312026-04-24

MCK MCKESSON CORP1.6K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC10.1K shares-35.67%2026-03-312026-04-24

Sponsored

IGF ISHARES TR19.0K shares0.13%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC4.8K shares-17.12%2026-03-312026-04-24

VOE VANGUARD INDEX FDS6.8K shares1.34%2026-03-312026-04-24

FTHI FIRST TR EXCHANGE TRADED FD52.3K shares0.60%2026-03-312026-04-24

IYW ISHARES TR6.8K shares-5.44%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR9.2K shares-2.79%2026-03-312026-04-24

VOT VANGUARD INDEX FDS4.7K shares-1.88%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.1K shares0.09%2026-03-312026-04-24

Sponsored

PHO INVESCO EXCHANGE TRADED FD T16.4K shares-2.66%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS23.7K shares121.72%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares-30.29%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F12.5K shares0.02%2026-03-312026-04-24

IGSB ISHARES TR19.5K shares5.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC3.6K shares-2.42%2026-03-312026-04-24

SDY SPDR SERIES TRUST6.8K shares0.37%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD50.5K shares12.83%2026-03-312026-04-24

Sponsored

BUI BLACKROCK UTILS INFRASTRUCTU37.1K shares94.67%2026-03-312026-04-24

BUFD FIRST TR EXCHNG TRADED FD VI32.5K shares-0.71%2026-03-312026-04-24

TOTL SSGA ACTIVE ETF TR22.8K shares21.40%2026-03-312026-04-24

SLV ISHARES SILVER TR13.1K shares30.99%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD43.7K shares15.01%2026-03-312026-04-24

NEAR ISHARES U S ETF TR17.2K shares0.88%2026-03-312026-04-24

FJP FIRST TR EXCH TRD ALPHDX FD11.8K shares0.00%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI25.2K shares-2.27%2026-03-312026-04-24

Sponsored

BSV VANGUARD BD INDEX FDS10.4K shares13.71%2026-03-312026-04-24

BROADCOM INC BROADCOM INC2.6K shares-2.79%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.3K shares-1.11%2026-03-312026-04-24

PTLC PACER FDS TR14.7K shares-9.00%2026-03-312026-04-24

MCHP MICROCHIP TECHNOLOGY INC.11.7K shares-1.12%2026-03-312026-04-24

WCMI FIRST TR EXCHANGE-TRADED FD45.1K shares3.41%2026-03-312026-04-24

RZV INVESCO EXCHANGE TRADED FD T5.9K shares1.91%2026-03-312026-04-24

WMT WALMART INC5.9K shares5.39%2026-03-312026-04-24

Sponsored

IJR ISHARES TR5.8K shares4.13%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

VDE VANGUARD WORLD FD4.1K shares-13.98%2026-03-312026-04-24

CIBR FIRST TR EXCHANGE-TRADED FD11.2K shares-2.57%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares-3.98%2026-03-312026-04-24

PFFD GLOBAL X FDS37.4K shares2.36%2026-03-312026-04-24

BSCQ INVESCO EXCH TRD SLF IDX FD35.2K shares0.74%2026-03-312026-04-24

BSCT INVESCO EXCH TRD SLF IDX FD36.4K shares21.36%2026-03-312026-04-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares22.32%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD7.1K shares-1.52%2026-03-312026-04-24

IEF ISHARES TR6.6K shares14.75%2026-03-312026-04-24

CAT CATERPILLAR INC869 shares-8.43%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR3.6K shares0.28%2026-03-312026-04-24

VO VANGUARD INDEX FDS2.0K shares-7.11%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS3.8K shares0.00%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.6K shares-5.20%2026-03-312026-04-24

Sponsored

RIO RIO TINTO PLC5.8K sharesnew addition2026-03-312026-04-24

FPEI FIRST TR EXCH TRADED FD III27.4K shares0.00%2026-03-312026-04-24

FTA FIRST TR EXCHANGE-TRADED ALP5.6K shares-0.88%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L13.3K shares-5.17%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III28.4K shares5.10%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.7K shares0.00%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F8.9K shares64.16%2026-03-312026-04-24

WM WASTE MGMT INC DEL2.1K shares-5.67%2026-03-312026-04-24

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.2K shares0.00%2026-03-312026-04-24

IHE ISHARES TR5.4K sharesnew addition2026-03-312026-04-24

FCX FREEPORT MCMORAN INC7.9K sharesnew addition2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC3.8K shares0.00%2026-03-312026-04-24

GDX VANECK ETF TRUST4.8K shares0.00%2026-03-312026-04-24

LDUR PIMCO ETF TR4.6K shares0.00%2026-03-312026-04-24

ETV EATON VANCE TAX-MANAGED BUY-28.8K shares3.98%2026-03-312026-04-24

VBIL VANGUARD INSTL INDEX FD5.5K shares93.88%2026-03-312026-04-24

Sponsored

TSLA TESLA INC1.1K shares8.03%2026-03-312026-04-24

DXJ WISDOMTREE TR2.6K shares0.00%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-6.60%2026-03-312026-04-24

CB CHUBB LTD SWITZ1.2K shares0.00%2026-03-312026-04-24

EQT CORP EQT CORP6.1K shares28.15%2026-03-312026-04-24

SUB ISHARES TR3.6K shares10.61%2026-03-312026-04-24

MLM MARTIN MARIETTA MATLS INC660 shares0.00%2026-03-312026-04-24

SOXX ISHARES TR1.2K shares-1.27%2026-03-312026-04-24

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD22.8K shares65.20%2026-03-312026-04-24

AMAT APPLIED MATLS INC1.1K shares0.00%2026-03-312026-04-24

RFG INVESCO EXCHANGE TRADED FD T6.9K shares4.56%2026-03-312026-04-24

MO ALTRIA GROUP INC5.7K shares-1.06%2026-03-312026-04-24

LLY ELI LILLY & CO390 shares-2.50%2026-03-312026-04-24

PKW INVESCO EXCHANGE TRADED FD T2.7K shares-5.73%2026-03-312026-04-24

MCD MCDONALDS CORP1.1K shares-6.53%2026-03-312026-04-24

ALPHABET INC ALPHABET INC1.2K shares-6.92%2026-03-312026-04-24

Sponsored

SCHW SCHWAB CHARLES CORP3.7K shares0.00%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.4K shares-15.86%2026-03-312026-04-24

PZA INVESCO EXCH TRADED FD TR II14.8K shares2.96%2026-03-312026-04-24

XOM EXXON MOBIL CORP2.0K shares0.00%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC917 shares0.00%2026-03-312026-04-24

TY TRI CONTL CORP10.2K shares0.00%2026-03-312026-04-24

ORCL ORACLE CORP2.2K shares0.00%2026-03-312026-04-24

BKLN INVESCO EXCH TRADED FD TR II15.4K shares-3.58%2026-03-312026-04-24

Sponsored

RZG INVESCO EXCHANGE TRADED FD T5.5K shares1.11%2026-03-312026-04-24

HON HONEYWELL INTL INC1.3K shares0.00%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR4.9K shares0.00%2026-03-312026-04-24

DVY ISHARES TR1.9K shares-12.61%2026-03-312026-04-24

IRM IRON MTN INC DEL2.8K shares-40.26%2026-03-312026-04-24

SHV ISHARES TR2.5K shares9.91%2026-03-312026-04-24

FIXD FIRST TR EXCHNG TRADED FD VI6.4K shares13.37%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC665 shares0.00%2026-03-312026-04-24

Sponsored

ABT ABBOTT LABORATORIES2.7K shares-3.57%2026-03-312026-04-24

SCHO SCHWAB STRATEGIC TR11.3K shares19.47%2026-03-312026-04-24

SHY ISHARES TR3.3K shares1.52%2026-03-312026-04-24

CWCO CONSOLIDATED WATER CO INC8.3K shares-3.88%2026-03-312026-04-24

SIXG ETF SER SOLUTIONS3.9K shares0.00%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II1.1K shares0.64%2026-03-312026-04-24

CSX CSX CORP6.3K shares0.00%2026-03-312026-04-24

EMLP FIRST TR EXCHANGE-TRADED FD5.9K shares0.00%2026-03-312026-04-24

Sponsored

PM PHILIP MORRIS INTL INC1.6K shares0.00%2026-03-312026-04-24

KLAC KLA CORP170 shares0.00%2026-03-312026-04-24

DLR DIGITAL RLTY TR INC1.4K shares-50.98%2026-03-312026-04-24

RTX RTX CORPORATION1.3K shares0.00%2026-03-312026-04-24

CENCORA INC CENCORA INC19.2K shares1.05%2026-03-312026-04-24

FYX FIRST TR EXCHANGE-TRADED ALP2.0K shares2.61%2026-03-312026-04-24

VHT VANGUARD WORLD FD861 shares-1.71%2026-03-312026-04-24

GNMA ISHARES TR5.2K shares-3.07%2026-03-312026-04-24

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP1.8K shares0.00%2026-03-312026-04-24

SHEL SHELL PLC2.4K sharesnew addition2026-03-312026-04-24

EME EMCOR GROUP INC300 sharesnew addition2026-03-312026-04-24

SMMU PIMCO ETF TR4.2K shares-6.67%2026-03-312026-04-24

ROBO EXCHANGE TRADED CONCEPTS TRU3.1K shares5.10%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR7.0K shares-8.55%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC990 sharesnew addition2026-03-312026-04-24

NVG NUVEEN AMT FREE MUN CR INC F10.2K shares0.00%2026-03-312026-04-24

Sponsored

BLACKROCK UTILS INFRASTRUCTU BLACKROCK UTILS INFRASTRUCTU33.4K sharesnew addition2026-03-312026-04-24

IWF

ISHARES TR

-2.20%

Shares25.2K

Event2026-03-31

Filed2026-04-24

IWD

ISHARES TR

0.02%

Shares31.5K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-0.87%

Shares9.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-7.03%

Shares19.7K

Event2026-03-31

Filed2026-04-24

MINT

PIMCO ETF TR

0.33%

Shares36.7K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.68%

Shares9.3K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

4.92%

Shares6.4K

Event2026-03-31

Filed2026-04-24

IWM

ISHARES TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-28.21%

Shares12.3K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-28.18%

Shares8.1K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-4.84%

Shares5.9K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

7.82%

Shares12.9K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

72.39%

Shares26.7K

Event2026-03-31

Filed2026-04-24

PPA

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares14.6K

Event2026-03-31

Filed2026-04-24

NLR

VANECK ETF TRUST

-0.03%

Shares17.3K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-5.95%

Shares10.2K

Event2026-03-31

Filed2026-04-24

GRID

FIRST TR EXCHANGE-TRADED FD

-0.29%

Shares17.4K

Event2026-03-31

Filed2026-04-24

PAVE

GLOBAL X FDS

0.01%

Shares40.5K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-1.42%

Shares11.7K

Event2026-03-31

Filed2026-04-24

JHSC

JOHN HANCOCK EXCHANGE TRADED

6.75%

Shares46.9K

Event2026-03-31

Filed2026-04-24

CEG

CONSTELLATION ENERGY CORP

-3.60%

Shares6.0K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-24

SHLD

GLOBAL X FDS

1.52%

Shares23.3K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-24

VGT

VANGUARD WORLD FD

-1.35%

Shares2.2K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

-1.85%

Shares4.0K

Event2026-03-31

Filed2026-04-24

XLV

SELECT SECTOR SPDR TR

-1.50%

Shares10.0K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

-2.68%

Shares29.3K

Event2026-03-31

Filed2026-04-24

AIQ

GLOBAL X FDS

1.54%

Shares30.2K

Event2026-03-31

Filed2026-04-24

MCK

MCKESSON CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

-35.67%

Shares10.1K

Event2026-03-31

Filed2026-04-24

IGF

ISHARES TR

0.13%

Shares19.0K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

-17.12%

Shares4.8K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

1.34%

Shares6.8K

Event2026-03-31

Filed2026-04-24

FTHI

FIRST TR EXCHANGE TRADED FD

0.60%

Shares52.3K

Event2026-03-31

Filed2026-04-24

IYW

ISHARES TR

-5.44%

Shares6.8K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-2.79%

Shares9.2K

Event2026-03-31

Filed2026-04-24

VOT

VANGUARD INDEX FDS

-1.88%

Shares4.7K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-24

PHO

INVESCO EXCHANGE TRADED FD T

-2.66%

Shares16.4K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

121.72%

Shares23.7K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

-30.29%

Shares5.6K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

0.02%

Shares12.5K

Event2026-03-31

Filed2026-04-24

IGSB

ISHARES TR

5.00%

Shares19.5K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-2.42%

Shares3.6K

Event2026-03-31

Filed2026-04-24

SDY

SPDR SERIES TRUST

0.37%

Shares6.8K

Event2026-03-31

Filed2026-04-24

BSCR

INVESCO EXCH TRD SLF IDX FD

12.83%

Shares50.5K

Event2026-03-31

Filed2026-04-24

BUI

BLACKROCK UTILS INFRASTRUCTU

94.67%

Shares37.1K

Event2026-03-31

Filed2026-04-24

BUFD

FIRST TR EXCHNG TRADED FD VI

-0.71%

Shares32.5K

Event2026-03-31

Filed2026-04-24

TOTL

SSGA ACTIVE ETF TR

21.40%

Shares22.8K

Event2026-03-31

Filed2026-04-24

SLV

ISHARES SILVER TR

30.99%

Shares13.1K

Event2026-03-31

Filed2026-04-24

BSCS

INVESCO EXCH TRD SLF IDX FD

15.01%

Shares43.7K

Event2026-03-31

Filed2026-04-24

NEAR

ISHARES U S ETF TR

0.88%

Shares17.2K

Event2026-03-31

Filed2026-04-24

FJP

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-24

BUFR

FIRST TR EXCHNG TRADED FD VI

-2.27%

Shares25.2K

Event2026-03-31

Filed2026-04-24

BSV

VANGUARD BD INDEX FDS

13.71%

Shares10.4K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-2.79%

Shares2.6K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-1.11%

Shares1.3K

Event2026-03-31

Filed2026-04-24

PTLC

PACER FDS TR

-9.00%

Shares14.7K

Event2026-03-31

Filed2026-04-24

MCHP

MICROCHIP TECHNOLOGY INC.

-1.12%

Shares11.7K

Event2026-03-31

Filed2026-04-24

WCMI

FIRST TR EXCHANGE-TRADED FD

3.41%

Shares45.1K

Event2026-03-31

Filed2026-04-24

RZV

INVESCO EXCHANGE TRADED FD T

1.91%

Shares5.9K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

5.39%

Shares5.9K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

4.13%

Shares5.8K

Event2026-03-31

Filed2026-04-24

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-24

VDE

VANGUARD WORLD FD

-13.98%

Shares4.1K

Event2026-03-31

Filed2026-04-24

CIBR

FIRST TR EXCHANGE-TRADED FD

-2.57%

Shares11.2K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-3.98%

Shares1.4K

Event2026-03-31

Filed2026-04-24

PFFD

GLOBAL X FDS

2.36%

Shares37.4K

Event2026-03-31

Filed2026-04-24

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.74%

Shares35.2K

Event2026-03-31

Filed2026-04-24

BSCT

INVESCO EXCH TRD SLF IDX FD

21.36%

Shares36.4K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

22.32%

Shares1.1K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-1.52%

Shares7.1K

Event2026-03-31

Filed2026-04-24

IEF

ISHARES TR

14.75%

Shares6.6K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

-8.43%

Shares869

Event2026-03-31

Filed2026-04-24

XLI

SELECT SECTOR SPDR TR

0.28%

Shares3.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-7.11%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-5.20%

Shares2.6K

Event2026-03-31

Filed2026-04-24

RIO

RIO TINTO PLC

New

Shares5.8K

Event2026-03-31

Filed2026-04-24

FPEI

FIRST TR EXCH TRADED FD III

0.00%

Shares27.4K

Event2026-03-31

Filed2026-04-24

FTA

FIRST TR EXCHANGE-TRADED ALP

-0.88%

Shares5.6K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

-5.17%

Shares13.3K

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

5.10%

Shares28.4K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

64.16%

Shares8.9K

Event2026-03-31

Filed2026-04-24

WASTE MGMT INC DEL

-5.67%

Shares2.1K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-24

IHE

ISHARES TR

New

Shares5.4K

Event2026-03-31

Filed2026-04-24

FCX

FREEPORT MCMORAN INC

New

Shares7.9K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-24

GDX

VANECK ETF TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-24

LDUR

PIMCO ETF TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-24

ETV

EATON VANCE TAX-MANAGED BUY-

3.98%

Shares28.8K

Event2026-03-31

Filed2026-04-24

VBIL

VANGUARD INSTL INDEX FD

93.88%

Shares5.5K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

8.03%

Shares1.1K

Event2026-03-31

Filed2026-04-24

DXJ

WISDOMTREE TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

-6.60%

Shares1.7K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

EQT CORP

28.15%

Shares6.1K

Event2026-03-31

Filed2026-04-24

SUB

ISHARES TR

10.61%

Shares3.6K

Event2026-03-31

Filed2026-04-24

MLM

MARTIN MARIETTA MATLS INC

0.00%

Shares660

Event2026-03-31

Filed2026-04-24

SOXX

ISHARES TR

-1.27%

Shares1.2K

Event2026-03-31

Filed2026-04-24

BSCU

INVESCO EXCH TRD SLF IDX FD

65.20%

Shares22.8K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-24

RFG

INVESCO EXCHANGE TRADED FD T

4.56%

Shares6.9K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-1.06%

Shares5.7K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-2.50%

Shares390

Event2026-03-31

Filed2026-04-24

PKW

INVESCO EXCHANGE TRADED FD T

-5.73%

Shares2.7K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

-6.53%

Shares1.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-6.92%

Shares1.2K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-15.86%

Shares2.4K

Event2026-03-31

Filed2026-04-24

PZA

INVESCO EXCH TRADED FD TR II

2.96%

Shares14.8K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

0.00%

Shares917

Event2026-03-31

Filed2026-04-24

TRI CONTL CORP

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-24

BKLN

INVESCO EXCH TRADED FD TR II

-3.58%

Shares15.4K

Event2026-03-31

Filed2026-04-24

RZG

INVESCO EXCHANGE TRADED FD T

1.11%

Shares5.5K

Event2026-03-31

Filed2026-04-24

HON

HONEYWELL INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-24

DVY

ISHARES TR

-12.61%

Shares1.9K

Event2026-03-31

Filed2026-04-24

IRM

IRON MTN INC DEL

-40.26%

Shares2.8K

Event2026-03-31

Filed2026-04-24

SHV

ISHARES TR

9.91%

Shares2.5K

Event2026-03-31

Filed2026-04-24

FIXD

FIRST TR EXCHNG TRADED FD VI

13.37%

Shares6.4K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

0.00%

Shares665

Event2026-03-31

Filed2026-04-24

ABT

ABBOTT LABORATORIES

-3.57%

Shares2.7K

Event2026-03-31

Filed2026-04-24

SCHO

SCHWAB STRATEGIC TR

19.47%

Shares11.3K

Event2026-03-31

Filed2026-04-24

SHY

ISHARES TR

1.52%

Shares3.3K

Event2026-03-31

Filed2026-04-24

CWCO

CONSOLIDATED WATER CO INC

-3.88%

Shares8.3K

Event2026-03-31

Filed2026-04-24

SIXG

ETF SER SOLUTIONS

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

0.64%

Shares1.1K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-24

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-24

KLAC

KLA CORP

0.00%

Shares170

Event2026-03-31

Filed2026-04-24

DLR

DIGITAL RLTY TR INC

-50.98%

Shares1.4K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-24

CENCORA INC

1.05%

Shares19.2K

Event2026-03-31

Filed2026-04-24

FYX

FIRST TR EXCHANGE-TRADED ALP

2.61%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VHT

VANGUARD WORLD FD

-1.71%

Shares861

Event2026-03-31

Filed2026-04-24

GNMA

ISHARES TR

-3.07%

Shares5.2K

Event2026-03-31

Filed2026-04-24

FNX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-24

SHEL

SHELL PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

EME

EMCOR GROUP INC

New

Shares300

Event2026-03-31

Filed2026-04-24

SMMU

PIMCO ETF TR

-6.67%

Shares4.2K

Event2026-03-31

Filed2026-04-24

ROBO

EXCHANGE TRADED CONCEPTS TRU

5.10%

Shares3.1K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-8.55%

Shares7.0K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

New

Shares990

Event2026-03-31

Filed2026-04-24

NVG

NUVEEN AMT FREE MUN CR INC F

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-24

BLACKROCK UTILS INFRASTRUCTU

New

Shares33.4K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available