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The Analysis of Apollon Financial, LLC's Holdings & P&L

Currently, Apollon Financial, LLC holds 260 types of securities in its portfolio with a total value $723.1M. In the most recent quarter, they have increased their positions in XLK (+65.7K shares, valued at $8.7M), VTV (+29.0K shares, valued at $5.7M), N/A (+8.9K shares, valued at $5.1M); decreased their positions in VGT (-10.7K shares, valued at $7.5M), SPYM (-7.6K shares, valued at $578.7K), AGG (-4.9K shares, valued at $489.0K); initiated new positions in SPMB (+115.2K shares, valued at $2.6M), SPIB (+47.4K shares, valued at $1.6M), AVDE (+17.7K shares, valued at $1.5M).

1M P&L

+22.1M+3.20%

3M P&L

-40.2M-5.34%

HY P&L

-13.1M-1.80%

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/A491.5M

76.7%

2Semiconductors37.4M

5.8%

3Consumer Electronics20.7M

3.2%

Top Industries by Stock Count

1N/A180 stocks

74.4%

2Semiconductors5 stocks

2.1%

3Utilities - Regulated Electric5 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR58.8K shares0.81%2026-03-312026-04-22

NVDA NVIDIA CORPORATION204.4K shares-1.30%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR192.0K shares52.00%2026-03-312026-04-22

AAPL APPLE INC81.4K shares-0.05%2026-03-312026-04-22

ALPHABET INC ALPHABET INC70.7K shares1.86%2026-03-312026-04-22

AMZN AMAZON COM INC89.3K shares0.66%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS78.2K shares7.47%2026-03-312026-04-22

IJH ISHARES TR235.2K shares5.54%2026-03-312026-04-22

Sponsored

AVLV AMERICAN CENTY ETF TR196.5K shares3.29%2026-03-312026-04-22

ALPHABET INC ALPHABET INC51.1K shares-0.06%2026-03-312026-04-22

MSFT MICROSOFT CORP39.6K shares-0.18%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST314.4K shares1.60%2026-03-312026-04-22

IEFA ISHARES TR125.1K shares11.75%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS95.7K shares0.11%2026-03-312026-04-22

SPYG SPDR SERIES TRUST99.4K shares10.83%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR16.1K shares123.43%2026-03-312026-04-22

Sponsored

MGK VANGUARD WORLD FD24.6K shares2.10%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR175.4K shares15.08%2026-03-312026-04-22

SPYM SPDR SERIES TRUST111.8K shares-6.34%2026-03-312026-04-22

DFAI DIMENSIONAL ETF TRUST213.1K shares29.68%2026-03-312026-04-22

BROADCOM INC BROADCOM INC23.5K shares1.54%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION7.3K shares1.92%2026-03-312026-04-22

GLD SPDR GOLD TR16.5K shares9.97%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR142.2K shares19.58%2026-03-312026-04-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.1K shares0.84%2026-03-312026-04-22

VTI VANGUARD INDEX FDS20.8K shares-0.42%2026-03-312026-04-22

VTV VANGUARD INDEX FDS33.9K shares588.78%2026-03-312026-04-22

NEAR ISHARES U S ETF TR128.0K shares-2.77%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR73.8K shares-2.07%2026-03-312026-04-22

IQLT ISHARES TR136.1K shares17.00%2026-03-312026-04-22

VHT VANGUARD WORLD FD23.1K shares-0.15%2026-03-312026-04-22

SPTI SPDR SERIES TRUST208.6K shares342.33%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS10.0K shares-0.15%2026-03-312026-04-22

WMT WALMART INC46.9K shares8.13%2026-03-312026-04-22

VCR VANGUARD WORLD FD16.0K shares-0.92%2026-03-312026-04-22

QUAL ISHARES TR28.5K shares2.45%2026-03-312026-04-22

VPU VANGUARD WORLD FD27.1K shares13.57%2026-03-312026-04-22

IJR ISHARES TR42.9K shares9.94%2026-03-312026-04-22

ITA ISHARES TR23.4K shares12.73%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR34.5K shares18.18%2026-03-312026-04-22

Sponsored

USMV ISHARES TR53.9K shares-2.19%2026-03-312026-04-22

HCRB HARTFORD FDS EXCHANGE TRADED141.7K shares3.17%2026-03-312026-04-22

PYLD PIMCO ETF TR185.8K shares29.57%2026-03-312026-04-22

NOBL PROSHARES TR44.2K shares-0.52%2026-03-312026-04-22

PTRB PGIM ETF TR112.6K shares4.42%2026-03-312026-04-22

SO SOUTHERN CO47.4K shares0.03%2026-03-312026-04-22

XLI SELECT SECTOR SPDR TR28.2K shares9.81%2026-03-312026-04-22

IEMG ISHARES INC64.3K shares26.48%2026-03-312026-04-22

Sponsored

CMDT PIMCO ETF TR135.4K shares12.47%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO14.4K shares28.25%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T6.4K shares15.28%2026-03-312026-04-22

SMH VANECK ETF TRUST10.7K shares10.72%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR50.1K shares14.12%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR127.2K shares1.50%2026-03-312026-04-22

XLP SELECT SECTOR SPDR TR44.7K shares-2.11%2026-03-312026-04-22

SMLF ISHARES TR48.5K shares-4.70%2026-03-312026-04-22

Sponsored

VGT VANGUARD WORLD FD5.1K shares-67.76%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW27.0K shares2.46%2026-03-312026-04-22

CAT CATERPILLAR INC4.7K shares-1.65%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR30.3K shares11.93%2026-03-312026-04-22

SSO PROSHARES TR61.6K shares0.01%2026-03-312026-04-22

ITOT ISHARES TR21.9K shares0.02%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR27.0K shares28.02%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR27.0K shares30.42%2026-03-312026-04-22

Sponsored

BUFD FIRST TR EXCHNG TRADED FD VI106.5K shares0.00%2026-03-312026-04-22

RDVY FIRST TR EXCHANGE TRADED FD42.4K shares3.00%2026-03-312026-04-22

USRT ISHARES TR48.8K shares28.27%2026-03-312026-04-22

IUSV ISHARES TR27.8K shares38.54%2026-03-312026-04-22

IUSB ISHARES TR59.3K shares39.08%2026-03-312026-04-22

HMOP HARTFORD FDS EXCHANGE TRADED68.8K shares30.04%2026-03-312026-04-22

COWZ PACER FDS TR41.4K shares-0.47%2026-03-312026-04-22

SPMB SPDR SERIES TRUST115.2K sharesnew addition2026-03-312026-04-22

Sponsored

MUB ISHARES TR22.6K shares-0.45%2026-03-312026-04-22

XSMO INVESCO EXCHANGE TRADED FD T31.3K shares17.76%2026-03-312026-04-22

IHI ISHARES TR43.9K shares-11.01%2026-03-312026-04-22

XOM EXXON MOBIL CORP13.8K shares2.10%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC20.0K shares-2.24%2026-03-312026-04-22

VXF VANGUARD INDEX FDS11.1K shares0.00%2026-03-312026-04-22

VIS VANGUARD WORLD FD7.2K shares9.72%2026-03-312026-04-22

VDC VANGUARD WORLD FD10.0K shares-2.39%2026-03-312026-04-22

Sponsored

HACK AMPLIFY ETF TR29.8K shares-0.67%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC16.8K shares-0.07%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR35.5K shares-3.25%2026-03-312026-04-22

AGG ISHARES TR21.5K shares-18.61%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD33.1K shares-19.04%2026-03-312026-04-22

DFAX DIMENSIONAL ETF TRUST60.8K shares10.80%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR44.0K shares170.27%2026-03-312026-04-22

IYW ISHARES TR10.7K shares-2.28%2026-03-312026-04-22

Sponsored

SPYV SPDR SERIES TRUST33.8K shares23.18%2026-03-312026-04-22

META META PLATFORMS INC3.2K shares-3.34%2026-03-312026-04-22

ALAI THE ALGER ETF TRUST55.6K shares6.92%2026-03-312026-04-22

VXUS VANGUARD STAR FDS23.4K shares1.48%2026-03-312026-04-22

SDHY PGIM SHORT DUR HIG YLD OPP F110.6K shares8.28%2026-03-312026-04-22

BUFR FIRST TR EXCHNG TRADED FD VI52.4K shares5.63%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD37.6K shares-0.16%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS21.2K shares15.86%2026-03-312026-04-22

Sponsored

DE DEERE & CO3.1K shares-1.96%2026-03-312026-04-22

LLY ELI LILLY & CO1.8K shares-9.25%2026-03-312026-04-22

BOND PIMCO ETF TR17.3K shares203.41%2026-03-312026-04-22

ALPS ETF TR ALPS ETF TR28.6K shares-2.63%2026-03-312026-04-22

SPIB SPDR SERIES TRUST47.4K sharesnew addition2026-03-312026-04-22

RODM LATTICE STRATEGIES TR38.9K shares21.25%2026-03-312026-04-22

RTX RTX CORPORATION7.9K shares-0.56%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR17.7K sharesnew addition2026-03-312026-04-22

Sponsored

DFIC DIMENSIONAL ETF TRUST41.8K shares5.46%2026-03-312026-04-22

HYDB ISHARES TR30.6K shares91.00%2026-03-312026-04-22

DFAS DIMENSIONAL ETF TRUST19.7K shares0.00%2026-03-312026-04-22

SPMD SPDR SERIES TRUST23.3K shares30.45%2026-03-312026-04-22

VOOV VANGUARD ADMIRAL FDS INC6.7K shares5.05%2026-03-312026-04-22

DFUS DIMENSIONAL ETF TRUST18.8K shares0.00%2026-03-312026-04-22

SKYY FIRST TR EXCHANGE-TRADED FD11.8K shares1.95%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T16.7K shares-0.09%2026-03-312026-04-22

Sponsored

IWD ISHARES TR5.8K shares-6.55%2026-03-312026-04-22

IUSG ISHARES TR7.8K shares52.44%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR26.2K shares1.41%2026-03-312026-04-22

FLXR TCW ETF TRUST29.8K shares-2.89%2026-03-312026-04-22

VOOG VANGUARD ADMIRAL FDS INC2.8K shares0.11%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.5K shares8.66%2026-03-312026-04-22

DVY ISHARES TR7.3K shares0.00%2026-03-312026-04-22

VOT VANGUARD INDEX FDS4.3K shares18.48%2026-03-312026-04-22

Sponsored

IWF ISHARES TR2.6K shares-2.23%2026-03-312026-04-22

IAGG ISHARES TR21.0K shares18.65%2026-03-312026-04-22

LGLV SPDR SERIES TRUST5.7K shares-2.54%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS6.9K shares1.40%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST17.2K shares69.30%2026-03-312026-04-22

FXH FIRST TR EXCHANGE-TRADED FD9.1K shares-2.15%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L26.3K shares8.24%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.2K shares110.41%2026-03-312026-04-22

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F19.7K shares-7.01%2026-03-312026-04-22

DFAU DIMENSIONAL ETF TRUST21.8K shares0.50%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS21.3K shares203.14%2026-03-312026-04-22

BAC-PL BANK AMERICA CORP806 shares-12.49%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F16.5K shares11.67%2026-03-312026-04-22

HDV ISHARES TR6.8K shares0.00%2026-03-312026-04-22

IVW ISHARES TR8.2K shares0.06%2026-03-312026-04-22

XNTK SPDR SERIES TRUST3.4K shares11.85%2026-03-312026-04-22

Sponsored

CVX CHEVRON CORPORATION4.2K shares3.09%2026-03-312026-04-22

BA BOEING CO4.3K shares11.28%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS13.2K shares2.65%2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS14.3K shares0.87%2026-03-312026-04-22

SOXX ISHARES TR2.5K shares-2.30%2026-03-312026-04-22

TSLA TESLA INC2.2K shares0.78%2026-03-312026-04-22

VUG VANGUARD INDEX FDS1.9K shares-6.26%2026-03-312026-04-22

GEM GOLDMAN SACHS ETF TR18.8K shares29.21%2026-03-312026-04-22

Sponsored

IGV ISHARES TR10.2K shares3.78%2026-03-312026-04-22

VYMI VANGUARD WHITEHALL FDS8.5K shares23.23%2026-03-312026-04-22

TBIL RBB FD INC16.0K shares8.70%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC3.9K shares49.08%2026-03-312026-04-22

VO VANGUARD INDEX FDS2.8K shares2.61%2026-03-312026-04-22

PFFD GLOBAL X FDS42.0K shares-10.62%2026-03-312026-04-22

VV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-22

TCAF T ROWE PRICE ETF INC21.0K shares4.63%2026-03-312026-04-22

Sponsored

QUS SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-04-22

OMFL INVESCO EXCH TRD SLF IDX FD11.9K shares-14.38%2026-03-312026-04-22

NUAG NUSHARES ETF TR33.5K shares-2.33%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR5.6K shares0.11%2026-03-312026-04-22

IVE ISHARES TR3.2K shares-0.37%2026-03-312026-04-22

WFC-PL WELLS FARGO & CO588 shares-13.15%2026-03-312026-04-22

T AT&T INC23.0K shares33.38%2026-03-312026-04-22

V VISA INC2.2K shares25.99%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC1.9K shares1.27%2026-03-312026-04-22

CSCO CISCO SYS INC7.9K shares-3.89%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS6.9K shares0.49%2026-03-312026-04-22

PHYS SPROTT ASSET MANAGEMENT LP17.0K shares35.90%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP2.1K shares54.35%2026-03-312026-04-22

EGP EASTGROUP PPTYS INC3.2K shares0.00%2026-03-312026-04-22

RPV INVESCO EXCHANGE TRADED FD T5.5K shares0.04%2026-03-312026-04-22

VBR VANGUARD INDEX FDS2.7K shares0.15%2026-03-312026-04-22

Sponsored

ROBT FIRST TR EXCHANGE TRADED FD12.6K shares4.20%2026-03-312026-04-22

PSLV SPROTT ASSET MANAGEMENT LP23.6K shares-12.10%2026-03-312026-04-22

VFMV VANGUARD WELLINGTON FD4.2K shares-1.87%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC2.4K sharesnew addition2026-03-312026-04-22

AZO AUTOZONE INC163 shares1.88%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC4.6K shares2.31%2026-03-312026-04-22

MGC VANGUARD WORLD FD2.3K shares0.04%2026-03-312026-04-22

DGRO ISHARES TR7.7K shares0.25%2026-03-312026-04-22

Sponsored

SPHD INVESCO EXCH TRADED FD TR II10.6K shares0.00%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS11.2K shares129.34%2026-03-312026-04-22

FXZ FIRST TR EXCHANGE-TRADED FD6.8K shares-1.36%2026-03-312026-04-22

MA MASTERCARD INCORPORATED1.0K shares27.05%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO1.7K shares0.30%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 40823 shares-1.79%2026-03-312026-04-22

GRID FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2026-03-312026-04-22

DIS DISNEY WALT CO5.2K shares2.37%2026-03-312026-04-22

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.0K shares10.85%2026-03-312026-04-22

QFLR INNOVATOR ETFS TRUST14.4K sharesnew addition2026-03-312026-04-22

VFH VANGUARD WORLD FD4.0K shares24.21%2026-03-312026-04-22

DGRW WISDOMTREE TR5.4K shares-7.80%2026-03-312026-04-22

MCD MCDONALDS CORP1.5K shares1.66%2026-03-312026-04-22

GEV GE VERNOVA INC536 shares8.72%2026-03-312026-04-22

FPFD FIDELITY COVINGTON TRUST21.2K sharesnew addition2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares44.85%2026-03-312026-04-22

Sponsored

EVRG EVERGY INC5.4K shares0.60%2026-03-312026-04-22

IYF ISHARES TR3.8K shares0.00%2026-03-312026-04-22

HIMU BLACKROCK ETF TRUST II8.9K sharesnew addition2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.9K shares0.14%2026-03-312026-04-22

JSML JANUS DETROIT STR TR6.1K sharesnew addition2026-03-312026-04-22

AMGN AMGEN INC1.2K shares-1.55%2026-03-312026-04-22

SPDR SERIES TRUST SPDR SERIES TRUST4.4K shares-4.05%2026-03-312026-04-22

FEX FIRST TR EXCHANGE-TRADED ALP3.4K shares-14.54%2026-03-312026-04-22

Sponsored

SFLR INNOVATOR ETFS TRUST11.7K sharesnew addition2026-03-312026-04-22

IWM ISHARES TR1.6K shares3.27%2026-03-312026-04-22

CNEQ THE ALGER ETF TRUST12.9K shares-2.27%2026-03-312026-04-22

TDV PROSHARES TR4.7K shares0.00%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F7.4K shares19.87%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC1.5K shares10.36%2026-03-312026-04-22

SPSM SPDR SERIES TRUST8.1K sharesnew addition2026-03-312026-04-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.2K shares-16.21%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC447 shares5.18%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC7.4K shares0.86%2026-03-312026-04-22

NFLX NETFLIX INC.3.8K shares10.37%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP611 shares-2.08%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC2.9K shares7.04%2026-03-312026-04-22

SDY SPDR SERIES TRUST2.5K shares-1.95%2026-03-312026-04-22

KO COCA COLA CO4.7K shares1.20%2026-03-312026-04-22

EFA ISHARES TR3.6K shares12.60%2026-03-312026-04-22

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F6.3K shares46.68%2026-03-312026-04-22

ABBV ABBVIE INC1.6K shares-32.66%2026-03-312026-04-22

HON HONEYWELL INTL INC1.5K shares-2.47%2026-03-312026-04-22

PG PROCTER & GAMBLE CO2.4K shares7.61%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST10.1K shares2.64%2026-03-312026-04-22

QQEW FIRST TR EXCHANGE-TRADED FD2.7K shares1.52%2026-03-312026-04-22

WPC WP CAREY INC4.9K shares0.00%2026-03-312026-04-22

PAVE GLOBAL X FDS6.5K shares16.93%2026-03-312026-04-22

Sponsored

VST VISTRA CORP2.2K shares-10.67%2026-03-312026-04-22

NEE NEXTERA ENERGY INC3.5K shares3.46%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares8.21%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR12.8K shares-11.92%2026-03-312026-04-22

PDP INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-04-22

ET ENERGY TRANSFER L P16.0K shares6.67%2026-03-312026-04-22

IGSB ISHARES TR5.9K sharesnew addition2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR2.9K shares-5.64%2026-03-312026-04-22

Sponsored

IYJ ISHARES TR2.0K shares6.30%2026-03-312026-04-22

EXC EXELON CORP6.0K sharesnew addition2026-03-312026-04-22

ORCL ORACLE CORP2.0K shares19.40%2026-03-312026-04-22

PEP PEPSICO INC1.9K shares0.80%2026-03-312026-04-22

IJT ISHARES TR2.0K shares-0.35%2026-03-312026-04-22

VBK VANGUARD INDEX FDS944 shares2.28%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC284 shares-5.33%2026-03-312026-04-22

PFF ISHARES TR9.0K shares0.00%2026-03-312026-04-22

Sponsored

PAYX PAYCHEX INC3.0K shares-3.75%2026-03-312026-04-22

SLV ISHARES SILVER TR4.0K shares11.56%2026-03-312026-04-22

FXL FIRST TR EXCHANGE-TRADED FD1.6K shares2.52%2026-03-312026-04-22

IFRA ISHARES TR4.5K shares0.00%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP881 shares4.26%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC1.5K shares-6.33%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC639 shares1.91%2026-03-312026-04-22

DFNM DIMENSIONAL ETF TRUST5.1K sharesnew addition2026-03-312026-04-22

Sponsored

INTC INTEL CORP5.5K sharesnew addition2026-03-312026-04-22

RECS COLUMBIA ETF TR I6.1K sharesnew addition2026-03-312026-04-22

TXN TEXAS INSTRS INC1.2K sharesnew addition2026-03-312026-04-22

EFV ISHARES TR3.0K shares0.00%2026-03-312026-04-22

IYH ISHARES TR3.6K shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC3.4K sharesnew addition2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR7.6K shares0.00%2026-03-312026-04-22

VLUE ISHARES TR1.5K sharesnew addition2026-03-312026-04-22

Sponsored

SCHG SCHWAB STRATEGIC TR7.0K shares0.00%2026-03-312026-04-22

MTUM ISHARES TR847 sharesnew addition2026-03-312026-04-22

ACWI ISHARES TR1.5K shares2.46%2026-03-312026-04-22

NMI NUVEEN MUN INCOME FD INC15.6K shares0.00%2026-03-312026-04-22

IVV

ISHARES TR

0.81%

Shares58.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-1.30%

Shares204.4K

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

52.00%

Shares192.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.05%

Shares81.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

1.86%

Shares70.7K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.66%

Shares89.3K

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

7.47%

Shares78.2K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

5.54%

Shares235.2K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

3.29%

Shares196.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-0.06%

Shares51.1K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-0.18%

Shares39.6K

Event2026-03-31

Filed2026-04-22

DFAC

DIMENSIONAL ETF TRUST

1.60%

Shares314.4K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

11.75%

Shares125.1K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

0.11%

Shares95.7K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

10.83%

Shares99.4K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

123.43%

Shares16.1K

Event2026-03-31

Filed2026-04-22

MGK

VANGUARD WORLD FD

2.10%

Shares24.6K

Event2026-03-31

Filed2026-04-22

JAAA

JANUS DETROIT STR TR

15.08%

Shares175.4K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

-6.34%

Shares111.8K

Event2026-03-31

Filed2026-04-22

DFAI

DIMENSIONAL ETF TRUST

29.68%

Shares213.1K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

1.54%

Shares23.5K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

1.92%

Shares7.3K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

9.97%

Shares16.5K

Event2026-03-31

Filed2026-04-22

XLF

SELECT SECTOR SPDR TR

19.58%

Shares142.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

0.84%

Shares14.1K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

-0.42%

Shares20.8K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

588.78%

Shares33.9K

Event2026-03-31

Filed2026-04-22

NEAR

ISHARES U S ETF TR

-2.77%

Shares128.0K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

-2.07%

Shares73.8K

Event2026-03-31

Filed2026-04-22

IQLT

ISHARES TR

17.00%

Shares136.1K

Event2026-03-31

Filed2026-04-22

VHT

VANGUARD WORLD FD

-0.15%

Shares23.1K

Event2026-03-31

Filed2026-04-22

SPTI

SPDR SERIES TRUST

342.33%

Shares208.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-0.15%

Shares10.0K

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

8.13%

Shares46.9K

Event2026-03-31

Filed2026-04-22

VCR

VANGUARD WORLD FD

-0.92%

Shares16.0K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

2.45%

Shares28.5K

Event2026-03-31

Filed2026-04-22

VPU

VANGUARD WORLD FD

13.57%

Shares27.1K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

9.94%

Shares42.9K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

12.73%

Shares23.4K

Event2026-03-31

Filed2026-04-22

XLV

SELECT SECTOR SPDR TR

18.18%

Shares34.5K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

-2.19%

Shares53.9K

Event2026-03-31

Filed2026-04-22

HCRB

HARTFORD FDS EXCHANGE TRADED

3.17%

Shares141.7K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

29.57%

Shares185.8K

Event2026-03-31

Filed2026-04-22

NOBL

PROSHARES TR

-0.52%

Shares44.2K

Event2026-03-31

Filed2026-04-22

PTRB

PGIM ETF TR

4.42%

Shares112.6K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

0.03%

Shares47.4K

Event2026-03-31

Filed2026-04-22

XLI

SELECT SECTOR SPDR TR

9.81%

Shares28.2K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

26.48%

Shares64.3K

Event2026-03-31

Filed2026-04-22

CMDT

PIMCO ETF TR

12.47%

Shares135.4K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

28.25%

Shares14.4K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

15.28%

Shares6.4K

Event2026-03-31

Filed2026-04-22

SMH

VANECK ETF TRUST

10.72%

Shares10.7K

Event2026-03-31

Filed2026-04-22

AVEM

AMERICAN CENTY ETF TR

14.12%

Shares50.1K

Event2026-03-31

Filed2026-04-22

SCHM

SCHWAB STRATEGIC TR

1.50%

Shares127.2K

Event2026-03-31

Filed2026-04-22

XLP

SELECT SECTOR SPDR TR

-2.11%

Shares44.7K

Event2026-03-31

Filed2026-04-22

SMLF

ISHARES TR

-4.70%

Shares48.5K

Event2026-03-31

Filed2026-04-22

VGT

VANGUARD WORLD FD

-67.76%

Shares5.1K

Event2026-03-31

Filed2026-04-22

DUKE ENERGY CORP NEW

2.46%

Shares27.0K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-1.65%

Shares4.7K

Event2026-03-31

Filed2026-04-22

XLY

SELECT SECTOR SPDR TR

11.93%

Shares30.3K

Event2026-03-31

Filed2026-04-22

SSO

PROSHARES TR

0.01%

Shares61.6K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

0.02%

Shares21.9K

Event2026-03-31

Filed2026-04-22

XLC

SELECT SECTOR SPDR TR

28.02%

Shares27.0K

Event2026-03-31

Filed2026-04-22

AVUV

AMERICAN CENTY ETF TR

30.42%

Shares27.0K

Event2026-03-31

Filed2026-04-22

BUFD

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares106.5K

Event2026-03-31

Filed2026-04-22

RDVY

FIRST TR EXCHANGE TRADED FD

3.00%

Shares42.4K

Event2026-03-31

Filed2026-04-22

USRT

ISHARES TR

28.27%

Shares48.8K

Event2026-03-31

Filed2026-04-22

IUSV

ISHARES TR

38.54%

Shares27.8K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

39.08%

Shares59.3K

Event2026-03-31

Filed2026-04-22

HMOP

HARTFORD FDS EXCHANGE TRADED

30.04%

Shares68.8K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

-0.47%

Shares41.4K

Event2026-03-31

Filed2026-04-22

SPMB

SPDR SERIES TRUST

New

Shares115.2K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-0.45%

Shares22.6K

Event2026-03-31

Filed2026-04-22

XSMO

INVESCO EXCHANGE TRADED FD T

17.76%

Shares31.3K

Event2026-03-31

Filed2026-04-22

IHI

ISHARES TR

-11.01%

Shares43.9K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

2.10%

Shares13.8K

Event2026-03-31

Filed2026-04-22

WEC ENERGY GROUP INC

-2.24%

Shares20.0K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

0.00%

Shares11.1K

Event2026-03-31

Filed2026-04-22

VIS

VANGUARD WORLD FD

9.72%

Shares7.2K

Event2026-03-31

Filed2026-04-22

VDC

VANGUARD WORLD FD

-2.39%

Shares10.0K

Event2026-03-31

Filed2026-04-22

HACK

AMPLIFY ETF TR

-0.67%

Shares29.8K

Event2026-03-31

Filed2026-04-22

AEP

AMERICAN ELEC PWR CO INC

-0.07%

Shares16.8K

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

-3.25%

Shares35.5K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

-18.61%

Shares21.5K

Event2026-03-31

Filed2026-04-22

CIBR

FIRST TR EXCHANGE-TRADED FD

-19.04%

Shares33.1K

Event2026-03-31

Filed2026-04-22

DFAX

DIMENSIONAL ETF TRUST

10.80%

Shares60.8K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

170.27%

Shares44.0K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

-2.28%

Shares10.7K

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

23.18%

Shares33.8K

Event2026-03-31

Filed2026-04-22