Sponsored

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

Currently, Amplius Wealth Advisors, LLC holds 175 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in GPZ (+584.1K shares, valued at $12.5M), BIZD (+910.9K shares, valued at $11.7M), EMGF (+142.8K shares, valued at $8.6M); decreased their positions in JPEM (-122.5K shares, valued at $7.6M), BXSL (-209.4K shares, valued at $5.0M), PVAL (-61.3K shares, valued at $2.8M); initiated new positions in GPZ (+584.1K shares, valued at $12.5M), EMGF (+142.8K shares, valued at $8.6M), VPL (+6.7K shares, valued at $652.8K).

1M P&L

+17.1M+1.81%

3M P&L

+24.1M+2.58%

HY P&L

+68.3M+7.66%

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/A811.8M

91.0%

2Insurance - Property & Casualty24.6M

2.8%

3Consumer Electronics11.9M

1.3%

Top Industries by Stock Count

1N/A106 stocks

66.7%

2Drug Manufacturers - General4 stocks

2.5%

3Asset Management4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EA SERIES TRUST EA SERIES TRUST9.1M shares1.32%2026-03-312026-04-13

PVAL PUTNAM ETF TRUST2.0M shares-3.01%2026-03-312026-04-13

RECS COLUMBIA ETF TR I1.7M shares2.36%2026-03-312026-04-13

TMFC RBB FD INC969.2K shares6.01%2026-03-312026-04-13

STIP ISHARES TR510.3K shares5.72%2026-03-312026-04-13

JHMM JOHN HANCOCK EXCHANGE TRADED670.9K shares-0.28%2026-03-312026-04-13

IJR ISHARES TR336.1K shares2.71%2026-03-312026-04-13

GSST GOLDMAN SACHS ETF TR752.3K shares-4.43%2026-03-312026-04-13

Sponsored

IOO ISHARES TR309.9K shares-4.18%2026-03-312026-04-13

USTB VICTORY PORTFOLIOS II733.3K shares-4.72%2026-03-312026-04-13

CGIC CAPITAL GROUP INTERNATIONAL992.4K shares-3.90%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR386.8K shares-5.06%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR49.1K shares8.89%2026-03-312026-04-13

DGRW WISDOMTREE TR283.4K shares10.72%2026-03-312026-04-13

BOXX EA SERIES TRUST212.0K shares10.52%2026-03-312026-04-13

CB CHUBB LIMITED75.3K shares1.36%2026-03-312026-04-13

Sponsored

OEF ISHARES TR76.6K shares3.46%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F384.6K shares15.20%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC128.7K shares1.47%2026-03-312026-04-13

BIZD VANECK ETF TRUST1.0M shares873.09%2026-03-312026-04-13

GPZ VANECK ETF TRUST584.1K sharesnew addition2026-03-312026-04-13

DIA SPDR DOW JONES INDL AVERAGE26.3K shares4.56%2026-03-312026-04-13

ACWI ISHARES TR86.4K shares-0.00%2026-03-312026-04-13

AAPL APPLE INC47.1K shares-0.99%2026-03-312026-04-13

Sponsored

IDMO INVESCO EXCH TRADED FD TR II191.8K shares13.60%2026-03-312026-04-13

IUSV ISHARES TR84.6K shares-3.04%2026-03-312026-04-13

EMGF ISHARES INC142.8K sharesnew addition2026-03-312026-04-13

ITOT ISHARES TR49.1K shares-0.52%2026-03-312026-04-13

SPY SPDR S&P 500 ETF TR10.3K shares-0.08%2026-03-312026-04-13

EES WISDOMTREE TR114.9K shares-3.79%2026-03-312026-04-13

IUSG ISHARES TR42.3K shares-0.55%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR64.5K shares-0.26%2026-03-312026-04-13

Sponsored

AMG AFFILIATED MANAGERS GROUP INC19.6K shares0.02%2026-03-312026-04-13

BXSL BLACKSTONE SECD LENDING FD191.7K shares-52.21%2026-03-312026-04-13

ICOW PACER FDS TR99.6K shares-8.44%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.0K shares-1.75%2026-03-312026-04-13

IXUS ISHARES TR41.9K shares0.72%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-13

BROADCOM INC BROADCOM INC11.6K shares54.30%2026-03-312026-04-13

GLD SPDR GOLD TR7.7K shares-1.02%2026-03-312026-04-13

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI91.8K shares-19.74%2026-03-312026-04-13

AMZN AMAZON COM INC13.9K shares0.76%2026-03-312026-04-13

MSFT MICROSOFT CORP7.4K shares-2.11%2026-03-312026-04-13

CMCSA COMCAST CORP NEW90.8K shares0.37%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS32.6K shares-29.35%2026-03-312026-04-13

ALPHABET INC ALPHABET INC8.7K shares-0.61%2026-03-312026-04-13

XTWO BONDBLOXX ETF TRUST49.1K shares-18.15%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS11.2K shares-0.97%2026-03-312026-04-13

Sponsored

CPSM CALAMOS ETF TR82.9K shares-18.14%2026-03-312026-04-13

BTT BLACKROCK MUN TARGET TERM TR103.6K shares-1.08%2026-03-312026-04-13

VRSK VERISK ANALYTICS INC11.6K shares-5.15%2026-03-312026-04-13

NVDA NVIDIA CORPORATION12.1K shares-0.03%2026-03-312026-04-13

CPSL CALAMOS ETF TR76.2K shares-3.65%2026-03-312026-04-13

MUST COLUMBIA ETF TR I98.2K shares11.43%2026-03-312026-04-13

DLN WISDOMTREE TR21.0K shares3.99%2026-03-312026-04-13

ALPHABET INC ALPHABET INC6.4K shares1.51%2026-03-312026-04-13

Sponsored

GCOW PACER FDS TR39.6K shares-0.09%2026-03-312026-04-13

IJH ISHARES TR25.1K shares-4.83%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO5.6K shares-0.80%2026-03-312026-04-13

RWL INVESCO EXCH TRADED FD TR II13.2K shares13.47%2026-03-312026-04-13

IWF ISHARES TR3.5K shares0.00%2026-03-312026-04-13

HUBBELL INC HUBBELL INC3.0K shares0.00%2026-03-312026-04-13

VTV VANGUARD INDEX FDS7.5K shares4.58%2026-03-312026-04-13

SMAX ISHARES TR48.1K shares0.00%2026-03-312026-04-13

Sponsored

IWD ISHARES TR6.0K shares-4.21%2026-03-312026-04-13

IEFA ISHARES TR13.8K shares-29.08%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-0.08%2026-03-312026-04-13

IEMG ISHARES INC16.6K shares-4.31%2026-03-312026-04-13

GBDC GOLUB CAP BDC INC84.2K shares99.97%2026-03-312026-04-13

EZM WISDOMTREE TR15.6K shares10.91%2026-03-312026-04-13

JPEM J P MORGAN EXCHANGE TRADED F15.1K shares-89.01%2026-03-312026-04-13

XOM EXXON MOBIL CORP5.5K shares3.77%2026-03-312026-04-13

Sponsored

SUB ISHARES TR8.7K shares0.00%2026-03-312026-04-13

JHML JOHN HANCOCK EXCHANGE TRADED11.8K shares-5.00%2026-03-312026-04-13

LLY LILLY ELI & CO999 shares-2.73%2026-03-312026-04-13

IVV ISHARES TR1.4K shares0.29%2026-03-312026-04-13

HDV ISHARES TR6.7K shares0.00%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON3.6K shares7.13%2026-03-312026-04-13

UPS UNITED PARCEL SERVICE INC8.8K shares0.42%2026-03-312026-04-13

Sponsored

QUAL ISHARES TR4.3K shares0.02%2026-03-312026-04-13

META META PLATFORMS INC1.4K shares-0.71%2026-03-312026-04-13

DMAX ISHARES TR29.6K shares0.00%2026-03-312026-04-13

EFA ISHARES TR8.1K shares0.00%2026-03-312026-04-13

VB VANGUARD INDEX FDS2.9K shares0.24%2026-03-312026-04-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.2K shares0.00%2026-03-312026-04-13

MAXJ ISHARES TR26.3K shares-9.68%2026-03-312026-04-13

CPRJ CALAMOS ETF TR26.5K shares-7.02%2026-03-312026-04-13

Sponsored

GSIE GOLDMAN SACHS ETF TR16.5K shares0.00%2026-03-312026-04-13

OBIL RBB FD INC13.5K shares-23.51%2026-03-312026-04-13

HMOP HARTFORD FDS EXCHANGE TRADED17.2K shares-5.76%2026-03-312026-04-13

VPL VANGUARD INTL EQUITY INDEX F6.7K sharesnew addition2026-03-312026-04-13

PG PROCTER AND GAMBLE CO4.5K shares-10.16%2026-03-312026-04-13

HD HOME DEPOT INC1.9K shares-2.26%2026-03-312026-04-13

CEFS EXCHANGE LISTED FDS TR28.4K shares3.02%2026-03-312026-04-13

IVW ISHARES TR5.6K shares0.09%2026-03-312026-04-13

Sponsored

WMT WALMART INC4.9K shares0.00%2026-03-312026-04-13

EMXC ISHARES INC7.6K shares37.81%2026-03-312026-04-13

CVX CHEVRON CORP NEW2.7K shares-1.86%2026-03-312026-04-13

CPNJ CALAMOS ETF TR20.5K shares0.00%2026-03-312026-04-13

HTAB HARTFORD FDS EXCHANGE TRADED28.6K shares-23.08%2026-03-312026-04-13

VOE VANGUARD INDEX FDS2.8K shares1.66%2026-03-312026-04-13

ABBV ABBVIE INC2.3K shares0.21%2026-03-312026-04-13

BCAT BLACKROCK CAP ALLOCATION TERM35.6K shares5.15%2026-03-312026-04-13

Sponsored

VTI VANGUARD INDEX FDS1.6K shares21.33%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC3.4K shares6.22%2026-03-312026-04-13

XCEM COLUMBIA ETF TR II11.9K shares-12.77%2026-03-312026-04-13

ARTY ISHARES TR10.3K shares-8.87%2026-03-312026-04-13

KO COCA COLA CO6.2K shares-9.34%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS791 shares-0.13%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1.7K shares-15.90%2026-03-312026-04-13

VBK VANGUARD INDEX FDS1.6K shares0.00%2026-03-312026-04-13

Sponsored

COST COSTCO WHSL CORP NEW472 shares10.54%2026-03-312026-04-13

V VISA INC1.5K shares-3.96%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO1.5K shares-1.01%2026-03-312026-04-13

VUG VANGUARD INDEX FDS991 shares0.10%2026-03-312026-04-13

MS MORGAN STANLEY2.6K shares0.00%2026-03-312026-04-13

DIS DISNEY WALT CO4.4K shares-7.96%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS6.5K shares8.70%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares1.67%2026-03-312026-04-13

Sponsored

CSCO CISCO SYS INC5.2K shares-3.68%2026-03-312026-04-13

BAC BANK AMERICA CORP8.3K shares1.72%2026-03-312026-04-13

TSLA TESLA INC1.1K shares9.02%2026-03-312026-04-13

XLC SELECT SECTOR SPDR TR3.6K shares0.00%2026-03-312026-04-13

NEE NEXTERA ENERGY INC4.2K shares0.46%2026-03-312026-04-13

MMIT INDEXIQ ACTIVE ETF TR16.1K shares-7.18%2026-03-312026-04-13

AON PLC AON PLC1.2K shares1.36%2026-03-312026-04-13

XBI SPDR SER TR3.0K shares0.00%2026-03-312026-04-13

Sponsored

T AT&T INC13.2K shares-2.97%2026-03-312026-04-13

MPC MARATHON PETE CORP1.6K shares0.00%2026-03-312026-04-13

WM WASTE MGMT INC DEL1.6K shares0.00%2026-03-312026-04-13

MUB ISHARES TR3.5K shares8.50%2026-03-312026-04-13

ET ENERGY TRANSFER L P18.9K shares0.38%2026-03-312026-04-13

IWM ISHARES TR1.4K shares-19.99%2026-03-312026-04-13

PJT PJT PARTNERS INC2.4K shares0.16%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.4K shares-0.22%2026-03-312026-04-13

Sponsored

VFH VANGUARD WORLD FDS2.7K shares0.00%2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F6.5K shares-25.71%2026-03-312026-04-13

DTD WISDOMTREE TR3.8K shares0.00%2026-03-312026-04-13

BSTZ BLACKROCK SCIENCE & TECHNOLO14.8K shares-5.16%2026-03-312026-04-13

IWP ISHARES TR2.5K shares12.42%2026-03-312026-04-13

MA MASTERCARD INCORPORATED637 shares-7.14%2026-03-312026-04-13

IJK ISHARES TR3.0K shares0.00%2026-03-312026-04-13

ESGU ISHARES TR2.1K shares8.29%2026-03-312026-04-13

Sponsored

DBA INVESCO DB MULTI-SECTOR COMM10.8K shares0.00%2026-03-312026-04-13

VT VANGUARD INTL EQUITY INDEX F2.1K shares0.00%2026-03-312026-04-13

PFE PFIZER INC10.3K shares-1.47%2026-03-312026-04-13

VBR VANGUARD INDEX FDS1.3K shares0.08%2026-03-312026-04-13

DTH WISDOMTREE TR5.2K shares0.00%2026-03-312026-04-13

EXG EATON VANCE TAX-MANAGED GLOB32.2K shares0.04%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE969 shares-5.65%2026-03-312026-04-13

ED CONSOLIDATED EDISON INC2.4K shares0.38%2026-03-312026-04-13

Sponsored

BXMT BLACKSTONE MTG TR INC13.3K shares2.47%2026-03-312026-04-13

JIG J P MORGAN EXCHANGE TRADED F3.4K shares0.00%2026-03-312026-04-13

IHDG WISDOMTREE TR5.2K shares0.00%2026-03-312026-04-13

VONG VANGUARD SCOTTSDALE FDS2.2K shares-0.27%2026-03-312026-04-13

DGRO ISHARES TR3.5K shares3.04%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP400 shares-15.61%2026-03-312026-04-13

PGX INVESCO EXCH TRADED FD TR II21.8K shares0.00%2026-03-312026-04-13

NYF ISHARES TR4.3K sharesnew addition2026-03-312026-04-13

Sponsored

FDIS FIDELITY COVINGTON TRUST2.5K shares2.80%2026-03-312026-04-13

AWR AMER STATES WTR CO3.0K shares0.00%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR1.5K shares-2.15%2026-03-312026-04-13

EME EMCOR GROUP INC293 sharesnew addition2026-03-312026-04-13

APD AIR PRODS & CHEMS INC740 sharesnew addition2026-03-312026-04-13

NFLX NETFLIX INC.2.2K sharesnew addition2026-03-312026-04-13

IDEV ISHARES TR2.5K shares0.00%2026-03-312026-04-13

Sponsored

UBER UBER TECHNOLOGIES INC2.9K shares-2.54%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC1.8K shares0.99%2026-03-312026-04-13

OBDC OWL ROCK CAPITAL CORPORATION18.7K shares0.57%2026-03-312026-04-13

INTC INTEL CORP4.7K sharesnew addition2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F3.7K sharesnew addition2026-03-312026-04-13

RITM RITHM CAPITAL CORP15.8K shares1.56%2026-03-312026-04-13

PFN PIMCO INCOME STRATEGY FD II11.0K shares0.00%2026-03-312026-04-13

EA SERIES TRUST

1.32%

Shares9.1M

Event2026-03-31

Filed2026-04-13

PVAL

PUTNAM ETF TRUST

-3.01%

Shares2.0M

Event2026-03-31

Filed2026-04-13

RECS

COLUMBIA ETF TR I

2.36%

Shares1.7M

Event2026-03-31

Filed2026-04-13

TMFC

RBB FD INC

6.01%

Shares969.2K

Event2026-03-31

Filed2026-04-13

STIP

ISHARES TR

5.72%

Shares510.3K

Event2026-03-31

Filed2026-04-13

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.28%

Shares670.9K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

2.71%

Shares336.1K

Event2026-03-31

Filed2026-04-13

GSST

GOLDMAN SACHS ETF TR

-4.43%

Shares752.3K

Event2026-03-31

Filed2026-04-13

IOO

ISHARES TR

-4.18%

Shares309.9K

Event2026-03-31

Filed2026-04-13

USTB

VICTORY PORTFOLIOS II

-4.72%

Shares733.3K

Event2026-03-31

Filed2026-04-13

CGIC

CAPITAL GROUP INTERNATIONAL

-3.90%

Shares992.4K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

-5.06%

Shares386.8K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

8.89%

Shares49.1K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

10.72%

Shares283.4K

Event2026-03-31

Filed2026-04-13

BOXX

EA SERIES TRUST

10.52%

Shares212.0K

Event2026-03-31

Filed2026-04-13

CHUBB LIMITED

1.36%

Shares75.3K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

3.46%

Shares76.6K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

15.20%

Shares384.6K

Event2026-03-31

Filed2026-04-13

BLACKSTONE INC

1.47%

Shares128.7K

Event2026-03-31

Filed2026-04-13

BIZD

VANECK ETF TRUST

873.09%

Shares1.0M

Event2026-03-31

Filed2026-04-13

GPZ

VANECK ETF TRUST

New

Shares584.1K

Event2026-03-31

Filed2026-04-13

DIA

SPDR DOW JONES INDL AVERAGE

4.56%

Shares26.3K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

-0.00%

Shares86.4K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.99%

Shares47.1K

Event2026-03-31

Filed2026-04-13

IDMO

INVESCO EXCH TRADED FD TR II

13.60%

Shares191.8K

Event2026-03-31

Filed2026-04-13

IUSV

ISHARES TR

-3.04%

Shares84.6K

Event2026-03-31

Filed2026-04-13

EMGF

ISHARES INC

New

Shares142.8K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

-0.52%

Shares49.1K

Event2026-03-31

Filed2026-04-13

SPY

SPDR S&P 500 ETF TR

-0.08%

Shares10.3K

Event2026-03-31

Filed2026-04-13

EES

WISDOMTREE TR

-3.79%

Shares114.9K

Event2026-03-31

Filed2026-04-13

IUSG

ISHARES TR

-0.55%

Shares42.3K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-0.26%

Shares64.5K

Event2026-03-31

Filed2026-04-13

AMG

AFFILIATED MANAGERS GROUP INC

0.02%

Shares19.6K

Event2026-03-31

Filed2026-04-13

BXSL

BLACKSTONE SECD LENDING FD

-52.21%

Shares191.7K

Event2026-03-31

Filed2026-04-13

ICOW

PACER FDS TR

-8.44%

Shares99.6K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

-1.75%

Shares20.0K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

0.72%

Shares41.9K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-13

BROADCOM INC

54.30%

Shares11.6K

Event2026-03-31

Filed2026-04-13

GLD

SPDR GOLD TR

-1.02%

Shares7.7K

Event2026-03-31

Filed2026-04-13

BUFR

FIRST TR EXCHNG TRADED FD VI

-19.74%

Shares91.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.76%

Shares13.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-2.11%

Shares7.4K

Event2026-03-31

Filed2026-04-13

CMCSA

COMCAST CORP NEW

0.37%

Shares90.8K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

-29.35%

Shares32.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.61%

Shares8.7K

Event2026-03-31

Filed2026-04-13

XTWO

BONDBLOXX ETF TRUST

-18.15%

Shares49.1K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

-0.97%

Shares11.2K

Event2026-03-31

Filed2026-04-13

CPSM

CALAMOS ETF TR

-18.14%

Shares82.9K

Event2026-03-31

Filed2026-04-13

BTT

BLACKROCK MUN TARGET TERM TR

-1.08%

Shares103.6K

Event2026-03-31

Filed2026-04-13

VRSK

VERISK ANALYTICS INC

-5.15%

Shares11.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-0.03%

Shares12.1K

Event2026-03-31

Filed2026-04-13

CPSL

CALAMOS ETF TR

-3.65%

Shares76.2K

Event2026-03-31

Filed2026-04-13

MUST

COLUMBIA ETF TR I

11.43%

Shares98.2K

Event2026-03-31

Filed2026-04-13

DLN

WISDOMTREE TR

3.99%

Shares21.0K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

1.51%

Shares6.4K

Event2026-03-31

Filed2026-04-13

GCOW

PACER FDS TR

-0.09%

Shares39.6K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-4.83%

Shares25.1K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-0.80%

Shares5.6K

Event2026-03-31

Filed2026-04-13

RWL

INVESCO EXCH TRADED FD TR II

13.47%

Shares13.2K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-13

HUBBELL INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

4.58%

Shares7.5K

Event2026-03-31

Filed2026-04-13

SMAX

ISHARES TR

0.00%

Shares48.1K

Event2026-03-31

Filed2026-04-13

IWD

ISHARES TR

-4.21%

Shares6.0K

Event2026-03-31

Filed2026-04-13

IEFA

ISHARES TR

-29.08%

Shares13.8K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-0.08%

Shares2.4K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-4.31%

Shares16.6K

Event2026-03-31

Filed2026-04-13

GBDC

GOLUB CAP BDC INC

99.97%

Shares84.2K

Event2026-03-31

Filed2026-04-13

EZM

WISDOMTREE TR

10.91%

Shares15.6K

Event2026-03-31

Filed2026-04-13

JPEM

J P MORGAN EXCHANGE TRADED F

-89.01%

Shares15.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

3.77%

Shares5.5K

Event2026-03-31

Filed2026-04-13

SUB

ISHARES TR

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-13

JHML

JOHN HANCOCK EXCHANGE TRADED

-5.00%

Shares11.8K

Event2026-03-31

Filed2026-04-13

LLY

LILLY ELI & CO

-2.73%

Shares999

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

0.29%

Shares1.4K

Event2026-03-31

Filed2026-04-13

HDV

ISHARES TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-13

XLK

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

7.13%

Shares3.6K

Event2026-03-31

Filed2026-04-13

UPS

UNITED PARCEL SERVICE INC

0.42%

Shares8.8K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

0.02%

Shares4.3K

Event2026-03-31

Filed2026-04-13