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

Currently, Ameritas Advisory Services, LLC holds 1075 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in RECS (+260.9K shares, valued at $10.2M), FLRN (+287.5K shares, valued at $8.8M), VGSH (+145.7K shares, valued at $8.5M); decreased their positions in N/A (-24.0K shares, valued at $13.8M), QUAL (-56.7K shares, valued at $10.9M), IHDG (-152.0K shares, valued at $7.3M); initiated new positions in FLRN (+287.5K shares, valued at $8.8M), FXF (+21.1K shares, valued at $2.3M), CLOA (+31.0K shares, valued at $1.6M).

1M P&L

-49.5M-1.85%

3M P&L

-397.6M-13.17%

HY P&L

-282.4M-9.73%

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/A1.9B

76.8%

2Consumer Electronics83.6M

3.4%

3Semiconductors46.6M

1.9%

Top Industries by Stock Count

1N/A540 stocks

60.8%

2Software - Application17 stocks

1.9%

3Utilities - Regulated Electric15 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC303.4K shares-0.96%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR1.0M shares3.41%2026-03-312026-05-12

IHDG WISDOMTREE TR973.0K shares-13.51%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR74.7K shares-24.30%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS71.3K shares1.01%2026-03-312026-05-12

FDRR FIDELITY COVINGTON TRUST717.4K shares-3.35%2026-03-312026-05-12

SPYG SPDR SERIES TRUST428.3K shares-3.34%2026-03-312026-05-12

IWF ISHARES TR93.9K shares1.16%2026-03-312026-05-12

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FBND FIDELITY MERRIMACK STR TR782.4K shares1.42%2026-03-312026-05-12

NVDA NVIDIA CORPORATION191.5K shares0.61%2026-03-312026-05-12

IVV ISHARES TR48.1K shares-10.05%2026-03-312026-05-12

MTUM ISHARES TR127.1K shares-4.94%2026-03-312026-05-12

SPY SPDR S&P 500 ETF TR45.9K shares1.41%2026-03-312026-05-12

VDE VANGUARD WORLD FD159.9K shares-18.38%2026-03-312026-05-12

RECS COLUMBIA ETF TR I701.2K shares59.25%2026-03-312026-05-12

MSFT MICROSOFT CORP70.6K shares2.37%2026-03-312026-05-12

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AGOX STARBOARD INVT TR955.0K shares-0.88%2026-03-312026-05-12

VHT VANGUARD WORLD FD88.6K shares-5.06%2026-03-312026-05-12

VIS VANGUARD WORLD FD73.4K shares-6.04%2026-03-312026-05-12

VPU VANGUARD WORLD FD114.7K shares-6.08%2026-03-312026-05-12

VAW VANGUARD WORLD FD100.0K shares-6.28%2026-03-312026-05-12

VGT VANGUARD WORLD FD30.5K shares-19.85%2026-03-312026-05-12

VDC VANGUARD WORLD FD93.8K shares-4.93%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS233.9K shares19.48%2026-03-312026-05-12

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QUAL ISHARES TR106.7K shares-34.70%2026-03-312026-05-12

PULS PGIM ETF TR413.1K shares8.44%2026-03-312026-05-12

STPZ PIMCO ETF TR365.1K shares0.05%2026-03-312026-05-12

MGK VANGUARD WORLD FD53.2K shares-4.07%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL40.7K shares5.74%2026-03-312026-05-12

BROADCOM INC BROADCOM INC61.8K shares-0.35%2026-03-312026-05-12

IJH ISHARES TR283.1K shares-16.68%2026-03-312026-05-12

ALPHABET INC ALPHABET INC66.1K shares-3.10%2026-03-312026-05-12

Sponsored

SCHD SCHWAB STRATEGIC TR606.0K shares-22.83%2026-03-312026-05-12

VTI VANGUARD INDEX FDS56.2K shares-5.93%2026-03-312026-05-12

PAVE GLOBAL X FDS350.5K shares-3.84%2026-03-312026-05-12

VOX VANGUARD WORLD FD97.8K shares-24.09%2026-03-312026-05-12

VCR VANGUARD WORLD FD48.4K shares-22.16%2026-03-312026-05-12

AMZN AMAZON COM INC81.1K shares1.11%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR126.7K shares-3.20%2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE390.7K shares56.59%2026-03-312026-05-12

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VFH VANGUARD WORLD FD132.9K shares-24.19%2026-03-312026-05-12

IDMO INVESCO EXCH TRADED FD TR II285.5K shares78.79%2026-03-312026-05-12

PAAA PGIM ETF TR304.9K shares-31.47%2026-03-312026-05-12

VTV VANGUARD INDEX FDS79.3K shares-1.56%2026-03-312026-05-12

VO VANGUARD INDEX FDS50.4K shares22.16%2026-03-312026-05-12

TSLA TESLA INC38.4K shares-1.16%2026-03-312026-05-12

BIL SPDR SERIES TRUST152.8K shares50.84%2026-03-312026-05-12

VB VANGUARD INDEX FDS52.2K shares-3.15%2026-03-312026-05-12

Sponsored

SRLN SSGA ACTIVE ETF TR340.0K shares-25.14%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST224.1K shares6.65%2026-03-312026-05-12

VTIP VANGUARD MALVERN FDS258.4K shares68.43%2026-03-312026-05-12

MGV VANGUARD WORLD FD88.1K shares-1.43%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR292.9K shares-0.73%2026-03-312026-05-12

DSI ISHARES TR95.6K shares-2.32%2026-03-312026-05-12

FIW FIRST TR EXCHANGE-TRADED FD110.8K shares-0.25%2026-03-312026-05-12

OUNZ VANECK MERK GOLD ETF251.0K shares-5.00%2026-03-312026-05-12

Sponsored

VIG VANGUARD SPECIALIZED FUNDS51.3K shares-1.97%2026-03-312026-05-12

VUG VANGUARD INDEX FDS24.2K shares0.72%2026-03-312026-05-12

HYG ISHARES TR132.7K shares-4.53%2026-03-312026-05-12

GLD SPDR GOLD TR23.8K shares-10.95%2026-03-312026-05-12

DIA SPDR DOW JONES INDL AVERAGE22.1K shares-0.42%2026-03-312026-05-12

META META PLATFORMS INC17.7K shares2.71%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO.33.6K shares-2.52%2026-03-312026-05-12

WMT WALMART INC79.1K shares-1.95%2026-03-312026-05-12

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MINT PIMCO ETF TR97.7K shares1.31%2026-03-312026-05-12

JQUA J P MORGAN EXCHANGE TRADED F159.8K shares-15.69%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F183.9K shares1.36%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS117.0K shares913.02%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS62.6K shares-4.27%2026-03-312026-05-12

CAT CATERPILLAR INC13.0K shares-3.52%2026-03-312026-05-12

IDEV ISHARES TR107.8K shares-2.35%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS153.4K shares1896.32%2026-03-312026-05-12

Sponsored

FLRN SPDR SERIES TRUST287.5K sharesnew addition2026-03-312026-05-12

IJR ISHARES TR70.1K shares-5.49%2026-03-312026-05-12

IVW ISHARES TR76.9K shares-13.38%2026-03-312026-05-12

PDBC INVESCO ACTVELY MNGD ETC FD498.7K shares-5.69%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS111.6K shares-25.42%2026-03-312026-05-12

IEMG ISHARES INC122.3K shares-2.54%2026-03-312026-05-12

FTSM FIRST TR EXCHANGE-TRADED FD140.4K shares3.74%2026-03-312026-05-12

VOE VANGUARD INDEX FDS44.1K shares-6.25%2026-03-312026-05-12

Sponsored

BILS SPDR SERIES TRUST81.1K shares29.65%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS122.6K shares-2.91%2026-03-312026-05-12

SGOV ISHARES TR77.4K shares5.99%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR265.6K shares1.30%2026-03-312026-05-12

BLV VANGUARD BD INDEX FDS110.4K shares-26.19%2026-03-312026-05-12

IOO ISHARES TR61.4K shares-6.66%2026-03-312026-05-12

VBR VANGUARD INDEX FDS33.9K shares-6.64%2026-03-312026-05-12

SLV ISHARES SILVER TR104.2K shares-17.55%2026-03-312026-05-12

Sponsored

FDLO FIDELITY COVINGTON TRUST106.6K shares-3.58%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II28.9K shares15.91%2026-03-312026-05-12

XHLF BONDBLOXX ETF TRUST131.3K shares1501.37%2026-03-312026-05-12

GLDM WORLD GOLD TR71.1K shares-3.31%2026-03-312026-05-12

PHYS SPROTT ASSET MANAGEMENT LP182.2K shares-10.27%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR57.9K shares0.62%2026-03-312026-05-12

IQLT ISHARES TR138.1K shares-3.49%2026-03-312026-05-12

UPS UNITED PARCEL SERVICE INC64.4K shares-0.87%2026-03-312026-05-12

Sponsored

IEFA ISHARES TR69.6K shares-4.40%2026-03-312026-05-12

SPDR SERIES TRUST SPDR SERIES TRUST65.6K shares-3.22%2026-03-312026-05-12

ALPHABET INC ALPHABET INC21.4K shares-1.07%2026-03-312026-05-12

LLY ELI LILLY & CO6.5K shares-1.37%2026-03-312026-05-12

NUDM NUSHARES ETF TR163.8K shares4.17%2026-03-312026-05-12

IUSV ISHARES TR57.8K shares-13.30%2026-03-312026-05-12

SHYG ISHARES TR139.0K shares-4.23%2026-03-312026-05-12

FBT FIRST TR EXCHANGE-TRADED FD29.1K shares-2.54%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORP NEW27.0K shares-1.57%2026-03-312026-05-12

SMH VANECK ETF TRUST14.3K shares-9.51%2026-03-312026-05-12

PG PROCTER AND GAMBLE CO37.8K shares-2.50%2026-03-312026-05-12

MA MASTERCARD INCORPORATED10.7K shares-13.76%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS66.9K shares-7.25%2026-03-312026-05-12

SDY SPDR SERIES TRUST35.8K shares-1.71%2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD104.2K shares-41.92%2026-03-312026-05-12

COST COSTCO WHSL CORP NEW5.2K shares-1.65%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC101.4K shares-8.25%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS102.9K shares-0.48%2026-03-312026-05-12

T AT&T INC167.4K shares-4.59%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR53.1K shares-4.66%2026-03-312026-05-12

VXF VANGUARD INDEX FDS22.5K shares-9.34%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F85.5K shares-0.36%2026-03-312026-05-12

BAC-PL BANK AMERICA CORP3.8K shares-1.21%2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED F89.6K shares-8.02%2026-03-312026-05-12

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ECOW PACER FDS TR165.4K shares-0.14%2026-03-312026-05-12

VBK VANGUARD INDEX FDS14.6K shares-1.19%2026-03-312026-05-12

WFC-PL WELLS FARGO CO NEW3.8K shares-0.71%2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD39.6K shares-2.02%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO13.6K shares-0.06%2026-03-312026-05-12

IYW ISHARES TR23.9K shares-1.79%2026-03-312026-05-12

VOT VANGUARD INDEX FDS16.8K shares-29.79%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF107.1K shares3.52%2026-03-312026-05-12

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JGLO J P MORGAN EXCHANGE TRADED F65.4K shares-20.15%2026-03-312026-05-12

XOM EXXON MOBIL CORP25.1K shares-30.17%2026-03-312026-05-12

IWM ISHARES TR17.1K shares-5.82%2026-03-312026-05-12

HD HOME DEPOT INC12.3K shares-3.06%2026-03-312026-05-12

BUFR FIRST TR EXCHNG TRADED FD VI117.4K shares7.96%2026-03-312026-05-12

IEUR ISHARES TR55.0K shares10.77%2026-03-312026-05-12

HII HUNTINGTON INGALLS INDS INC10.2K shares-3.79%2026-03-312026-05-12

ICSH ISHARES TR74.7K shares37.60%2026-03-312026-05-12

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NUSC NUSHARES ETF TR83.7K shares-1.36%2026-03-312026-05-12

USFR WISDOMTREE TR74.9K shares4.49%2026-03-312026-05-12

ABBV ABBVIE INC17.2K shares2.49%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS44.7K shares-5.53%2026-03-312026-05-12

CSCO CISCO SYS INC47.0K shares-5.54%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD10.8K shares-0.76%2026-03-312026-05-12

BA BOEING CO18.3K shares-8.46%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS48.9K shares2.16%2026-03-312026-05-12

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AOM ISHARES TR75.9K shares-2.35%2026-03-312026-05-12

SPYM SPDR SERIES TRUST45.5K shares3.36%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR135.3K shares2.27%2026-03-312026-05-12

IWR ISHARES TR34.2K shares10.75%2026-03-312026-05-12

NEE NEXTERA ENERGY INC35.8K shares-7.64%2026-03-312026-05-12

KO COCA COLA CO43.6K shares-8.08%2026-03-312026-05-12

EVTR MORGAN STANLEY ETF TRUST65.0K shares13.86%2026-03-312026-05-12

EDV VANGUARD WORLD FD50.3K shares-39.79%2026-03-312026-05-12

Sponsored

CGDG CAPITAL GROUP DIVIDEND GROWE90.7K shares4.47%2026-03-312026-05-12

V VISA INC10.8K shares-23.28%2026-03-312026-05-12

SHY ISHARES TR38.9K shares27.30%2026-03-312026-05-12

CGGO CAPITAL GROUP GBL GROWTH EQT96.3K shares0.88%2026-03-312026-05-12

VALQ AMERICAN CENTY ETF TR49.3K shares0.76%2026-03-312026-05-12

MO ALTRIA GROUP INC48.4K shares-14.06%2026-03-312026-05-12

PSLV SPROTT ASSET MANAGEMENT LP130.8K shares15.23%2026-03-312026-05-12

KLAC KLA CORP2.2K shares-1.41%2026-03-312026-05-12

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FICO FAIR ISAAC CORP3.0K shares-0.10%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR56.8K shares1.10%2026-03-312026-05-12

NEM NEWMONT CORP28.9K shares-7.34%2026-03-312026-05-12

SPYI NEOS ETF TRUST63.1K shares0.95%2026-03-312026-05-12

UTHR UNITED THERAPEUTICS CORP DEL5.2K shares1.91%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON12.5K shares-6.21%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR49.4K shares32.94%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC14.8K shares3.06%2026-03-312026-05-12

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IBM INTERNATIONAL BUSINESS MACHS12.3K shares3.66%2026-03-312026-05-12

NUMG NUSHARES ETF TR72.6K shares3.46%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F58.0K shares-19.85%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR96.9K shares-3.11%2026-03-312026-05-12

SPYV SPDR SERIES TRUST52.2K shares-18.11%2026-03-312026-05-12

CGXU CAPITAL GROUP INTL FOCUS EQT99.2K shares7.48%2026-03-312026-05-12

RDVY FIRST TR EXCHANGE TRADED FD42.0K shares-4.18%2026-03-312026-05-12

HEQT SIMPLIFY EXCHANGE TRADED FUN90.5K shares-28.73%2026-03-312026-05-12

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PPG PPG INDS INC26.6K shares4.25%2026-03-312026-05-12

PFE PFIZER INC99.7K shares-22.05%2026-03-312026-05-12

FLOT ISHARES TR54.8K shares188.09%2026-03-312026-05-12

FTGC FIRST TR EXCHANGE TRAD FD VI96.5K shares9.46%2026-03-312026-05-12

CIBR FIRST TR EXCHANGE TRADED FD44.1K shares-2.24%2026-03-312026-05-12

TFLO ISHARES TR54.4K shares-0.06%2026-03-312026-05-12

LULU LULULEMON ATHLETICA INC18.0K shares-1.22%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC16.6K shares-3.66%2026-03-312026-05-12

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ORCL ORACLE CORP18.6K shares-14.40%2026-03-312026-05-12

SPTM SPDR SERIES TRUST34.7K shares65.72%2026-03-312026-05-12

IUSB ISHARES TR59.0K shares-6.83%2026-03-312026-05-12

USMV ISHARES TR29.1K shares-7.19%2026-03-312026-05-12

ONEV SPDR SERIES TRUST19.6K shares-10.02%2026-03-312026-05-12

MCD MCDONALDS CORP8.4K shares-6.42%2026-03-312026-05-12

FOXA FOX CORP44.6K shares-2.14%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC9.4K shares32.91%2026-03-312026-05-12

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DVY ISHARES TR16.8K shares-4.05%2026-03-312026-05-12

EZU ISHARES INC39.6K shares43.42%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR50.1K shares-1.15%2026-03-312026-05-12

AIQ GLOBAL X FDS52.7K shares0.21%2026-03-312026-05-12

RFG INVESCO EXCHANGE TRADED FD T44.5K shares0.00%2026-03-312026-05-12

MUB ISHARES TR22.7K shares4.86%2026-03-312026-05-12

USIG ISHARES TR46.4K shares3.11%2026-03-312026-05-12

SEPP PGIM ROCK ETF TR78.6K shares-2.35%2026-03-312026-05-12

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JEPQ J P MORGAN EXCHANGE TRADED F42.5K shares-2.36%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC19.5K shares4.29%2026-03-312026-05-12

FXF INVESCO CURRENCYSHARES SWISS21.1K sharesnew addition2026-03-312026-05-12

PVAL PUTNAM ETF TRUST49.9K shares120.63%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC4.7K shares-2.28%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO50.6K shares-3.40%2026-03-312026-05-12

ACGL ARCH CAP GROUP LTD23.8K shares-0.66%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS45.5K shares20.48%2026-03-312026-05-12

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PLTR PALANTIR TECHNOLOGIES INC15.5K shares-1.12%2026-03-312026-05-12

QGRO AMERICAN CENTY ETF TR21.5K shares-4.22%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR77.3K shares5.70%2026-03-312026-05-12

TJX TJX COS INC NEW13.9K shares-5.09%2026-03-312026-05-12

TBIL RBB FD INC44.3K shares3.35%2026-03-312026-05-12

CTAS CINTAS CORP13.0K shares-4.00%2026-03-312026-05-12

BAC BANK AMERICA CORP44.9K shares-5.72%2026-03-312026-05-12

QYLD GLOBAL X FDS127.7K shares0.47%2026-03-312026-05-12

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WMB WILLIAMS COS INC30.0K shares-22.11%2026-03-312026-05-12

STLD STEEL DYNAMICS INC12.1K shares590.10%2026-03-312026-05-12

HIMU BLACKROCK ETF TRUST II44.7K shares-34.41%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR13.1K shares-29.73%2026-03-312026-05-12

GOVT ISHARES TR91.8K shares1.96%2026-03-312026-05-12

SYF SYNCHRONY FINANCIAL30.9K shares-6.25%2026-03-312026-05-12

SEIV SEI EXCHANGE TRADED FUNDS50.1K shares-1.13%2026-03-312026-05-12

AMGN AMGEN INC5.9K shares-4.75%2026-03-312026-05-12

Sponsored

CMI CUMMINS INC3.8K shares122.86%2026-03-312026-05-12

SEIM SEI EXCHANGE TRADED FUNDS45.1K shares0.20%2026-03-312026-05-12

TMUS T-MOBILE US INC9.8K shares-5.88%2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR82.8K shares-9.89%2026-03-312026-05-12

IWS ISHARES TR13.6K shares-29.86%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST9.5K shares-1.48%2026-03-312026-05-12

PEP PEPSICO INC12.6K shares2.54%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T13.4K shares5.80%2026-03-312026-05-12

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EFA ISHARES TR19.8K shares-3.93%2026-03-312026-05-12

FIXD FIRST TR EXCHNG TRADED FD VI43.8K shares-6.10%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC4.5K shares-10.01%2026-03-312026-05-12

PSK SPDR SERIES TRUST61.4K shares1.97%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP3.1K shares-1.92%2026-03-312026-05-12

IWD ISHARES TR8.5K shares-0.28%2026-03-312026-05-12

FNCL FIDELITY COVINGTON TRUST25.9K shares-0.05%2026-03-312026-05-12

XYLD GLOBAL X FDS46.4K shares0.84%2026-03-312026-05-12

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.8K shares-12.48%2026-03-312026-05-12

ACWI ISHARES TR13.0K shares1.17%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE6.3K shares24.44%2026-03-312026-05-12

NFLX NETFLIX INC18.7K shares-0.14%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC15.5K shares-0.80%2026-03-312026-05-12

CGMU CAPITAL GRP FIXED INCM ETF T64.9K shares0.28%2026-03-312026-05-12

PWR QUANTA SVCS INC3.2K shares-11.64%2026-03-312026-05-12

SKYY FIRST TR EXCHANGE TRADED FD16.0K shares-1.45%2026-03-312026-05-12

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CGUS CAPITAL GROUP CORE EQUITY ET45.3K shares-12.20%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC13.2K shares-6.62%2026-03-312026-05-12

LVHI LEGG MASON ETF INVT42.6K shares-22.69%2026-03-312026-05-12

SPSB SPDR SERIES TRUST57.4K shares0.12%2026-03-312026-05-12

REGL PROSHARES TR19.9K shares-2.40%2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD36.4K shares-15.69%2026-03-312026-05-12

QQQI NEOS ETF TRUST34.1K shares8.61%2026-03-312026-05-12

WTV WISDOMTREE TR17.8K shares-14.20%2026-03-312026-05-12

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CFG CITIZENS FINL GROUP INC28.0K shares-11.01%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP9.2K shares-7.13%2026-03-312026-05-12

RTX RTX CORPORATION8.7K shares-2.90%2026-03-312026-05-12

EOG EOG RES INC11.5K shares-9.31%2026-03-312026-05-12

EDOW FIRST TR EXCHANGE-TRADED FD40.4K shares0.01%2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II14.6K shares-2.99%2026-03-312026-05-12

VGIT VANGUARD SCOTTSDALE FDS27.4K shares-1.05%2026-03-312026-05-12

LINDE PLC LINDE PLC3.3K shares-9.96%2026-03-312026-05-12

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EDIV SPDR INDEX SHS FDS40.8K shares5.41%2026-03-312026-05-12

CLOA BLACKROCK ETF TRUST II31.0K sharesnew addition2026-03-312026-05-12

IWP ISHARES TR12.4K shares-3.87%2026-03-312026-05-12

EALT INNOVATOR ETFS TRUST47.0K shares-3.63%2026-03-312026-05-12

FPE FIRST TR EXCH TRADED FD III88.4K shares6.28%2026-03-312026-05-12

QCOM QUALCOMM INC12.1K shares-4.72%2026-03-312026-05-12

WM WASTE MGMT INC DEL6.8K shares7.68%2026-03-312026-05-12

CGUI CAPITAL GRP FIXED INCM ETF T61.2K shares300.86%2026-03-312026-05-12

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COWZ PACER FDS TR24.5K shares5.77%2026-03-312026-05-12

PECO PHILLIPS EDISON & CO INC40.8K shares-2.36%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR14.0K shares-7.64%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC3.3K shares-1.70%2026-03-312026-05-12

EWJ ISHARES INC18.0K shares36.96%2026-03-312026-05-12

IEF ISHARES TR15.9K shares4.27%2026-03-312026-05-12

PUSH PGIM ETF TR30.2K sharesnew addition2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC7.5K shares-25.85%2026-03-312026-05-12

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ETR ENTERGY CORP NEW13.4K shares-8.75%2026-03-312026-05-12

FHLC FIDELITY COVINGTON TRUST21.3K shares0.01%2026-03-312026-05-12

VMBS VANGUARD SCOTTSDALE FDS31.9K shares-2.21%2026-03-312026-05-12

FDN FIRST TR EXCHANGE-TRADED FD6.4K shares-0.81%2026-03-312026-05-12

DGRO ISHARES TR21.2K shares7.89%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC12.8K shares-8.06%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR55.3K shares0.76%2026-03-312026-05-12

COPX GLOBAL X FDS19.3K shares9.66%2026-03-312026-05-12

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PH PARKER-HANNIFIN CORP1.6K shares-9.59%2026-03-312026-05-12

EWC ISHARES INC26.7K shares20.77%2026-03-312026-05-12

BLCR BLACKROCK ETF TRUST34.9K sharesnew addition2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR31.1K shares-8.54%2026-03-312026-05-12

JPIB J P MORGAN EXCHANGE TRADED F29.7K shares11.55%2026-03-312026-05-12

SFLR INNOVATOR ETFS TRUST40.1K shares-15.31%2026-03-312026-05-12

TLT ISHARES TR16.3K shares-7.76%2026-03-312026-05-12

BIDD BLACKROCK ETF TRUST49.8K shares-4.11%2026-03-312026-05-12

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XLV SELECT SECTOR SPDR TR9.5K shares2.92%2026-03-312026-05-12

SPHY SPDR SERIES TRUST59.6K shares7.62%2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC10.2K shares-0.64%2026-03-312026-05-12

HCA HCA HEALTHCARE INC2.9K shares-16.75%2026-03-312026-05-12

UCON FIRST TR EXCHNG TRADED FD VI54.9K shares-8.98%2026-03-312026-05-12

XBI SPDR SERIES TRUST10.6K shares2.67%2026-03-312026-05-12

LIT GLOBAL X FDS18.0K shares-12.09%2026-03-312026-05-12

USB US BANCORP DEL25.7K shares-3.94%2026-03-312026-05-12

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SCHM SCHWAB STRATEGIC TR42.8K shares10.93%2026-03-312026-05-12

SDVY FIRST TR EXCHANGE-TRADED FD33.6K shares-6.77%2026-03-312026-05-12

IHI ISHARES TR24.8K shares2.01%2026-03-312026-05-12

ACWV ISHARES INC11.1K shares1.56%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC3.9K shares161.47%2026-03-312026-05-12

IYJ ISHARES TR8.9K shares-1.81%2026-03-312026-05-12

VNLA JANUS DETROIT STR TR26.7K sharesnew addition2026-03-312026-05-12

VRP INVESCO EXCH TRADED FD TR II54.0K shares1.43%2026-03-312026-05-12

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BLACKSTONE INC BLACKSTONE INC11.3K shares83.90%2026-03-312026-05-12

UAL UNITED AIRLS HLDGS INC14.0K shares-2.25%2026-03-312026-05-12

FDIS FIDELITY COVINGTON TRUST13.8K shares-4.43%2026-03-312026-05-12

ASML ASML HOLDING N V969 shares18.90%2026-03-312026-05-12

INTC INTEL CORP28.9K shares-12.68%2026-03-312026-05-12

MET METLIFE INC18.0K shares-4.47%2026-03-312026-05-12

OMC OMNICOM GROUP INC16.9K shares-27.50%2026-03-312026-05-12

IUSG ISHARES TR8.2K shares-3.21%2026-03-312026-05-12

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VV VANGUARD INDEX FDS4.2K shares-19.32%2026-03-312026-05-12

HELO J P MORGAN EXCHANGE TRADED F19.7K shares0.99%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F22.1K shares-14.79%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP4.5K shares-5.35%2026-03-312026-05-12

EIX EDISON INTL17.0K shares186.49%2026-03-312026-05-12

CINF CINCINNATI FINL CORP7.9K shares-17.89%2026-03-312026-05-12

AMAT APPLIED MATLS INC3.6K shares17.31%2026-03-312026-05-12

YLD PRINCIPAL EXCHANGE TRADED FD64.9K shares5.37%2026-03-312026-05-12

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MDY SPDR S&P MIDCAP 400 ETF TR2.0K shares0.00%2026-03-312026-05-12

ATO ATMOS ENERGY CORP6.6K shares117.87%2026-03-312026-05-12

TIP ISHARES TR11.0K shares-5.58%2026-03-312026-05-12

EMB ISHARES TR12.8K shares-37.31%2026-03-312026-05-12

FDX FEDEX CORP3.4K shares-3.12%2026-03-312026-05-12

F FORD MTR CO103.6K shares-6.38%2026-03-312026-05-12

COMT ISHARES U S ETF TR35.3K sharesnew addition2026-03-312026-05-12

CGCB CAPITAL GRP FIXED INCM ETF T45.4K shares48.81%2026-03-312026-05-12

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GILD GILEAD SCIENCES INC8.3K shares-43.44%2026-03-312026-05-12

IPAC ISHARES TR15.0K shares-2.21%2026-03-312026-05-12

EPS WISDOMTREE TR16.9K shares-10.94%2026-03-312026-05-12

BUFG FIRST TR EXCHNG TRADED FD VI42.6K shares-1.03%2026-03-312026-05-12

XAR SPDR SERIES TRUST4.5K shares-1.12%2026-03-312026-05-12

SPTL SPDR SERIES TRUST43.2K shares-0.89%2026-03-312026-05-12

DIS DISNEY WALT CO11.7K shares-12.52%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO3.7K shares0.62%2026-03-312026-05-12

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BOTZ GLOBAL X FDS33.8K shares5.11%2026-03-312026-05-12

GAL SSGA ACTIVE ETF TR22.6K shares3.68%2026-03-312026-05-12

SPDV ETF SER SOLUTIONS29.7K shares0.04%2026-03-312026-05-12

CTSH COGNIZANT TECHNOLOGY SOLUTIO18.0K shares-0.95%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC6.3K shares-17.02%2026-03-312026-05-12

FV FIRST TR EXCHANGE TRADED FD18.1K shares-5.14%2026-03-312026-05-12

SHLD GLOBAL X FDS15.5K sharesnew addition2026-03-312026-05-12

QINT AMERICAN CENTY ETF TR16.7K shares81.98%2026-03-312026-05-12

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MPC MARATHON PETE CORP4.5K shares-5.30%2026-03-312026-05-12

EXEL EXELIXIS INC25.3K shares-26.17%2026-03-312026-05-12

VWOB VANGUARD WHITEHALL FDS16.5K shares3.15%2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP3.9K shares2.36%2026-03-312026-05-12

CB CHUBB LIMITED3.3K shares9.22%2026-03-312026-05-12

PWV INVESCO EXCHANGE TRADED FD T15.2K shares-0.99%2026-03-312026-05-12

ZFEB INNOVATOR ETFS TRUST41.8K shares0.00%2026-03-312026-05-12

USDU WISDOMTREE TR40.2K sharesnew addition2026-03-312026-05-12

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IYF ISHARES TR8.9K shares0.04%2026-03-312026-05-12

FTCS FIRST TR EXCHANGE-TRADED FD11.3K shares-5.07%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.4K shares1.50%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC6.5K shares8.41%2026-03-312026-05-12

IEI ISHARES TR8.8K shares-2.35%2026-03-312026-05-12

UDEC INNOVATOR ETFS TRUST26.7K shares-22.72%2026-03-312026-05-12

LOW LOWES COS INC4.4K shares-3.80%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP1.5K shares-23.99%2026-03-312026-05-12

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DXJ WISDOMTREE TR6.5K sharesnew addition2026-03-312026-05-12

EOI EATON VANCE ENHANCED EQUITY54.3K shares-6.08%2026-03-312026-05-12

SYK STRYKER CORPORATION3.1K shares1.45%2026-03-312026-05-12

LQDI ISHARES U S ETF TR38.7K shares-13.84%2026-03-312026-05-12

RPV INVESCO EXCHANGE TRADED FD T9.4K sharesnew addition2026-03-312026-05-12

WSM WILLIAMS SONOMA INC5.5K shares2.03%2026-03-312026-05-12

RF REGIONS FINANCIAL CORP NEW38.2K shares-10.03%2026-03-312026-05-12

SEIQ SEI EXCHANGE TRADED FUNDS27.4K shares5.48%2026-03-312026-05-12

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LQD ISHARES TR9.1K shares-8.82%2026-03-312026-05-12

NXT NEXTRACKER INC8.2K shares97.27%2026-03-312026-05-12

NKE NIKE INC18.8K shares14.85%2026-03-312026-05-12

JSCP J P MORGAN EXCHANGE TRADED F20.9K sharesnew addition2026-03-312026-05-12

COP CONOCOPHILLIPS7.5K shares2.79%2026-03-312026-05-12

VOOG VANGUARD ADMIRAL FDS INC2.4K shares-12.09%2026-03-312026-05-12

D DOMINION ENERGY INC15.9K shares-6.08%2026-03-312026-05-12

IGLD FIRST TR EXCHANGE-TRADED FD38.1K shares-9.35%2026-03-312026-05-12

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EPP ISHARES INC18.3K shares92.58%2026-03-312026-05-12

OKE ONEOK INC NEW10.7K shares0.06%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC2.2K shares-17.91%2026-03-312026-05-12

GII SPDR INDEX SHS FDS12.5K shares-1.03%2026-03-312026-05-12

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.4K shares-6.32%2026-03-312026-05-12

ARKW ARK ETF TR7.9K shares5.21%2026-03-312026-05-12

FJUN FIRST TR EXCHNG TRADED FD VI16.7K shares-8.52%2026-03-312026-05-12

IWY ISHARES TR3.8K sharesnew addition2026-03-312026-05-12

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EME EMCOR GROUP INC1.3K shares-3.93%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC8.3K shares-3.41%2026-03-312026-05-12

KNG FIRST TR EXCHANGE-TRADED FD19.2K shares-15.65%2026-03-312026-05-12

SHV ISHARES TR8.5K shares60.50%2026-03-312026-05-12

MTZ MASTEC INC2.9K shares4.19%2026-03-312026-05-12

EWU ISHARES TR20.3K shares40.79%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GRP IN11.4K shares-26.17%2026-03-312026-05-12

FTHI FIRST TR EXCHANGE TRADED FD40.3K shares-1.21%2026-03-312026-05-12

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GEV GE VERNOVA INC1.1K shares11.57%2026-03-312026-05-12

SUB ISHARES TR8.6K shares-1.16%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC2.5K shares-0.39%2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX F6.3K shares-3.17%2026-03-312026-05-12

ITA ISHARES TR4.1K shares4.01%2026-03-312026-05-12

ABT ABBOTT LABS8.8K shares-17.97%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP9.6K shares81.74%2026-03-312026-05-12

FIDI FIDELITY COVINGTON TRUST32.6K shares115.44%2026-03-312026-05-12

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SPHQ INVESCO EXCHANGE TRADED FD T12.0K shares-9.65%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS19.6K shares-5.96%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR11.0K shares42.94%2026-03-312026-05-12

HYS PIMCO ETF TR9.4K shares0.65%2026-03-312026-05-12

FUTY FIDELITY COVINGTON TRUST14.9K shares-0.01%2026-03-312026-05-12

BP BP PLC18.6K shares-1.98%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC1.0K shares-15.34%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F11.5K shares-7.84%2026-03-312026-05-12

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IGIB ISHARES TR16.2K shares-2.30%2026-03-312026-05-12

BBLU EA SERIES TRUST58.1K shares2.67%2026-03-312026-05-12

ALL ALLSTATE CORP4.1K shares-4.17%2026-03-312026-05-12

HEFA ISHARES TR20.1K shares-53.14%2026-03-312026-05-12

SO SOUTHERN CO8.8K shares-7.76%2026-03-312026-05-12

USHY ISHARES TR23.0K shares-0.62%2026-03-312026-05-12

FAUG FIRST TR EXCHNG TRADED FD VI16.3K shares4.16%2026-03-312026-05-12

CRM SALESFORCE INC4.5K shares-29.18%2026-03-312026-05-12

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LII LENNOX INTL INC1.8K shares0.00%2026-03-312026-05-12

QALT SEI EXCHANGE TRADED FUNDS32.6K shares-1.66%2026-03-312026-05-12

HFXI NEW YORK LIFE INVESTMENTS ET24.5K sharesnew addition2026-03-312026-05-12

O REALTY INCOME CORP13.4K shares-3.49%2026-03-312026-05-12

CBOE CBOE GLOBAL MKTS INC2.9K shares-3.85%2026-03-312026-05-12

CMCSA COMCAST CORP NEW28.4K shares-6.19%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST13.1K shares-3.22%2026-03-312026-05-12

ICLN ISHARES TR44.5K shares-5.62%2026-03-312026-05-12

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PLD PROLOGIS INC.6.1K shares1.11%2026-03-312026-05-12

HACK AMPLIFY ETF TR10.8K shares4.14%2026-03-312026-05-12

STIP ISHARES TR7.8K shares-35.75%2026-03-312026-05-12

STRL STERLING INFRASTRUCTURE INC2.0K shares-6.93%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST14.5K shares1.06%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST20.6K shares-20.00%2026-03-312026-05-12

MELI MERCADOLIBRE INC462 shares362.00%2026-03-312026-05-12

PTLC PACER FDS TR15.2K shares2.53%2026-03-312026-05-12

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BAI BLACKROCK ETF TRUST24.2K shares42.10%2026-03-312026-05-12

SYSB ISHARES TR8.9K sharesnew addition2026-03-312026-05-12

ENSG ENSIGN GROUP INC3.9K shares-2.81%2026-03-312026-05-12

HHH HOWARD HUGHES HOLDINGS INC12.5K sharesnew addition2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR9.7K shares1.33%2026-03-312026-05-12

GRID FIRST TR EXCHANGE TRADED FD4.8K shares19.21%2026-03-312026-05-12

FOCT FIRST TR EXCHNG TRADED FD VI16.5K shares5.15%2026-03-312026-05-12

SJNK SPDR SERIES TRUST31.2K shares-2.03%2026-03-312026-05-12

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NVO NOVO-NORDISK A S21.2K shares45.19%2026-03-312026-05-12

FANG DIAMONDBACK ENERGY INC3.9K shares57.43%2026-03-312026-05-12

BCI ABRDN ETFS31.9K shares32.89%2026-03-312026-05-12

AFL AFLAC INC7.0K shares-7.39%2026-03-312026-05-12

JIRE J P MORGAN EXCHANGE TRADED F10.2K shares-0.50%2026-03-312026-05-12

HON HONEYWELL INTL INC3.4K shares12.35%2026-03-312026-05-12

FE FIRSTENERGY CORP15.0K shares-10.35%2026-03-312026-05-12

ASHR DBX ETF TR23.2K sharesnew addition2026-03-312026-05-12

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WFC WELLS FARGO CO NEW9.5K shares-17.42%2026-03-312026-05-12

QCLN FIRST TR EXCHANGE-TRADED FD16.2K shares-6.50%2026-03-312026-05-12

HYD VANECK ETF TRUST14.9K shares-2.96%2026-03-312026-05-12

MBB ISHARES TR7.8K shares1.14%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF13.9K shares-2.89%2026-03-312026-05-12

QQQE DIREXION SHS ETF TR7.4K shares0.60%2026-03-312026-05-12

NTES NETEASE INC6.5K shares-0.20%2026-03-312026-05-12

MS MORGAN STANLEY4.4K shares-12.00%2026-03-312026-05-12

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SDIV GLOBAL X FDS28.7K shares2.09%2026-03-312026-05-12

TBUX T ROWE PRICE ETF INC14.5K sharesnew addition2026-03-312026-05-12

SPIB SPDR SERIES TRUST21.5K shares-4.64%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-12

SEIE SEI EXCHANGE TRADED FUNDS21.9K shares-3.63%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC5.8K shares7.58%2026-03-312026-05-12

EMLC VANECK ETF TRUST28.3K shares4.07%2026-03-312026-05-12

WELL WELLTOWER INC3.6K shares-3.20%2026-03-312026-05-12

Sponsored

IBUY AMPLIFY ETF TR11.4K shares1.48%2026-03-312026-05-12

EG EVEREST GROUP LTD2.2K shares2.31%2026-03-312026-05-12

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE35.4K shares-15.52%2026-03-312026-05-12

AGG ISHARES TR7.0K shares-59.48%2026-03-312026-05-12

DJUL FIRST TR EXCHNG TRADED FD VI14.9K shares-7.80%2026-03-312026-05-12

PJAN INNOVATOR ETFS TRUST15.1K shares76.88%2026-03-312026-05-12

DAUG FIRST TR EXCHNG TRADED FD VI16.0K shares0.00%2026-03-312026-05-12

ZALT INNOVATOR ETFS TRUST21.4K shares-14.94%2026-03-312026-05-12

Sponsored

USXF ISHARES TR12.6K shares2.22%2026-03-312026-05-12

J JACOBS SOLUTIONS INC5.4K shares1.41%2026-03-312026-05-12

EXC EXELON CORP14.0K shares-5.20%2026-03-312026-05-12

NRG NRG ENERGY INC4.7K shares13.39%2026-03-312026-05-12

CVS CVS HEALTH CORP9.5K shares-5.53%2026-03-312026-05-12

FNOV FIRST TR EXCHNG TRADED FD VI12.7K shares6.01%2026-03-312026-05-12

VTEC VANGUARD CALIF TAX FREE FDS6.8K shares0.00%2026-03-312026-05-12

WDC WESTERN DIGITAL CORP2.5K shares-14.70%2026-03-312026-05-12

Sponsored

MIN MFS INTER INCOME TR268.5K shares1.28%2026-03-312026-05-12

EHC ENCOMPASS HEALTH CORP7.0K shares41.12%2026-03-312026-05-12

XOP SPDR SERIES TRUST3.7K shares-1.28%2026-03-312026-05-12

DBEM DBX ETF TR19.6K shares-33.61%2026-03-312026-05-12

OEF ISHARES TR2.1K shares-5.81%2026-03-312026-05-12

FDEC FIRST TR EXCHNG TRADED FD VI13.4K shares5.04%2026-03-312026-05-12

AGZD WISDOMTREE TR29.5K shares69.43%2026-03-312026-05-12

MCK MCKESSON CORP762 shares-17.35%2026-03-312026-05-12

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD12.7K shares8.06%2026-03-312026-05-12

IBB ISHARES TR3.8K shares-2.45%2026-03-312026-05-12

OHI OMEGA HEALTHCARE INVS INC14.7K shares-5.95%2026-03-312026-05-12

FMB FIRST TR EXCH TRADED FD III12.7K shares0.06%2026-03-312026-05-12

AAPL

APPLE INC

-0.96%

Shares303.4K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR

3.41%

Shares1.0M

Event2026-03-31

Filed2026-05-12

IHDG

WISDOMTREE TR

-13.51%

Shares973.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-24.30%

Shares74.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

1.01%

Shares71.3K

Event2026-03-31

Filed2026-05-12

FDRR

FIDELITY COVINGTON TRUST

-3.35%

Shares717.4K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

-3.34%

Shares428.3K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

1.16%

Shares93.9K

Event2026-03-31

Filed2026-05-12

FBND

FIDELITY MERRIMACK STR TR

1.42%

Shares782.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.61%

Shares191.5K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-10.05%

Shares48.1K

Event2026-03-31

Filed2026-05-12

MTUM

ISHARES TR

-4.94%

Shares127.1K

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500 ETF TR

1.41%

Shares45.9K

Event2026-03-31

Filed2026-05-12

VDE

VANGUARD WORLD FD

-18.38%

Shares159.9K

Event2026-03-31

Filed2026-05-12

RECS

COLUMBIA ETF TR I

59.25%

Shares701.2K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

2.37%

Shares70.6K

Event2026-03-31

Filed2026-05-12

AGOX

STARBOARD INVT TR

-0.88%

Shares955.0K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-5.06%

Shares88.6K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

-6.04%

Shares73.4K

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

-6.08%

Shares114.7K

Event2026-03-31

Filed2026-05-12

VAW

VANGUARD WORLD FD

-6.28%

Shares100.0K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

-19.85%

Shares30.5K

Event2026-03-31

Filed2026-05-12

VDC

VANGUARD WORLD FD

-4.93%

Shares93.8K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

19.48%

Shares233.9K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

-34.70%

Shares106.7K

Event2026-03-31

Filed2026-05-12

PULS

PGIM ETF TR

8.44%

Shares413.1K

Event2026-03-31

Filed2026-05-12

STPZ

PIMCO ETF TR

0.05%

Shares365.1K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

-4.07%

Shares53.2K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

5.74%

Shares40.7K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-0.35%

Shares61.8K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-16.68%

Shares283.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-3.10%

Shares66.1K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-22.83%

Shares606.0K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-5.93%

Shares56.2K

Event2026-03-31

Filed2026-05-12

PAVE

GLOBAL X FDS

-3.84%

Shares350.5K

Event2026-03-31

Filed2026-05-12

VOX

VANGUARD WORLD FD

-24.09%

Shares97.8K

Event2026-03-31

Filed2026-05-12

VCR

VANGUARD WORLD FD

-22.16%

Shares48.4K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

1.11%

Shares81.1K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

-3.20%

Shares126.7K

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

56.59%

Shares390.7K

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD WORLD FD

-24.19%

Shares132.9K

Event2026-03-31

Filed2026-05-12

IDMO

INVESCO EXCH TRADED FD TR II

78.79%

Shares285.5K

Event2026-03-31

Filed2026-05-12

PAAA

PGIM ETF TR

-31.47%

Shares304.9K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-1.56%

Shares79.3K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

22.16%

Shares50.4K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-1.16%

Shares38.4K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

50.84%

Shares152.8K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-3.15%

Shares52.2K

Event2026-03-31

Filed2026-05-12

SRLN

SSGA ACTIVE ETF TR

-25.14%

Shares340.0K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

6.65%

Shares224.1K

Event2026-03-31

Filed2026-05-12

VTIP

VANGUARD MALVERN FDS

68.43%

Shares258.4K

Event2026-03-31

Filed2026-05-12

MGV

VANGUARD WORLD FD

-1.43%

Shares88.1K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

-0.73%

Shares292.9K

Event2026-03-31

Filed2026-05-12

DSI

ISHARES TR

-2.32%

Shares95.6K

Event2026-03-31

Filed2026-05-12

FIW

FIRST TR EXCHANGE-TRADED FD

-0.25%

Shares110.8K

Event2026-03-31

Filed2026-05-12

OUNZ

VANECK MERK GOLD ETF

-5.00%

Shares251.0K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

-1.97%

Shares51.3K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

0.72%

Shares24.2K

Event2026-03-31

Filed2026-05-12

HYG

ISHARES TR

-4.53%

Shares132.7K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-10.95%

Shares23.8K

Event2026-03-31

Filed2026-05-12

DIA

SPDR DOW JONES INDL AVERAGE

-0.42%

Shares22.1K

Event2026-03-31

Filed2026-05-12