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The Analysis of Arax Advisory Partners's Holdings & P&L

Currently, Arax Advisory Partners holds 3766 types of securities in its portfolio with a total value $3.5B. In the most recent quarter, they have increased their positions in IVV (+86.5K shares, valued at $56.5M), INMU (+2.1M shares, valued at $50.8M), DYNF (+718.4K shares, valued at $41.8M); decreased their positions in AGG (-329.1K shares, valued at $32.7M), IGSB (-616.8K shares, valued at $32.4M), AVIG (-667.6K shares, valued at $27.7M); initiated new positions in GAUG (+789.9K shares, valued at $30.6M), CORO (+543.0K shares, valued at $17.5M), OTF (+1.2M shares, valued at $14.8M).

1M P&L

+71.9M+2.16%

3M P&L

-659.7M-16.25%

HY P&L

-485.4M-12.49%

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/A2.2B

69.7%

2Consumer Electronics85.6M

2.7%

3Semiconductors82.8M

2.6%

Top Industries by Stock Count

1N/A1033 stocks

27.1%

2Biotechnology217 stocks

5.7%

3Banks - Regional202 stocks

5.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS247.5K shares-1.31%2026-03-312026-05-13

VTV VANGUARD INDEX FDS451.6K shares-7.40%2026-03-312026-05-13

IVV ISHARES TR133.4K shares184.19%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR129.3K shares26.94%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST1.2M shares135.89%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T106.6K shares23.43%2026-03-312026-05-13

VTI VANGUARD INDEX FDS190.3K shares12.44%2026-03-312026-05-13

AAPL APPLE INC235.2K shares-24.53%2026-03-312026-05-13

Sponsored

INMU BLACKROCK ETF TRUST II2.2M shares6484.69%2026-03-312026-05-13

TFI SPDR SERIES TRUST1.0M shares198.64%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR570.5K shares-11.99%2026-03-312026-05-13

NVDA NVIDIA CORPORATION228.2K shares-23.91%2026-03-312026-05-13

THRO BLACKROCK ETF TRUST1.1M shares7971.85%2026-03-312026-05-13

CLOZ ELDRIDGE BBB-B CLO ETF1.5M shares-24.72%2026-03-312026-05-13

VO VANGUARD INDEX FDS128.7K shares-28.15%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC303.9K shares3.38%2026-03-312026-05-13

Sponsored

BINC BLACKROCK ETF TRUST II693.1K shares385.41%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS540.2K shares-12.33%2026-03-312026-05-13

AMZN AMAZON COM INC154.2K shares26.93%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD480.6K shares-29.92%2026-03-312026-05-13

JAAA JANUS HENDERSON AAA CLO ETF643.7K shares31.32%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS53.9K shares14.06%2026-03-312026-05-13

GAUG FIRST TR EXCHNG TRADED FD VI789.9K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP81.4K shares-9.11%2026-03-312026-05-13

Sponsored

VWO VANGUARD INTL EQUITY INDEX F536.6K shares-4.21%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS613.1K shares4.18%2026-03-312026-05-13

FIXD FIRST TR EXCHNG TRADED FD VI639.0K shares7.07%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST711.1K shares-11.59%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST736.8K shares175.09%2026-03-312026-05-13

IMCG ISHARES TR289.3K shares5.91%2026-03-312026-05-13

IWD ISHARES TR103.1K shares-0.34%2026-03-312026-05-13

AFLG FIRST TR EXCHNG TRADED FD VI559.1K shares7.05%2026-03-312026-05-13

Sponsored

IWN ISHARES TR113.5K shares-0.77%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR787.3K shares-54.30%2026-03-312026-05-13

MUB ISHARES TR195.7K shares-10.23%2026-03-312026-05-13

ALPHABET INC ALPHABET INC67.2K shares3.43%2026-03-312026-05-13

VXUS VANGUARD STAR FDS257.5K shares-37.55%2026-03-312026-05-13

RDVI FIRST TR EXCHANGE-TRADED FD762.6K shares4.60%2026-03-312026-05-13

ALPHABET INC ALPHABET INC66.1K shares-25.99%2026-03-312026-05-13

VBR VANGUARD INDEX FDS88.0K shares132.60%2026-03-312026-05-13

Sponsored

MGV VANGUARD WORLD FD130.1K shares5.00%2026-03-312026-05-13

IWS ISHARES TR128.3K shares-13.17%2026-03-312026-05-13

XTEN BONDBLOXX ETF TRUST407.5K shares140400.69%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST535.8K shares-11.38%2026-03-312026-05-13

IJK ISHARES TR177.6K shares-6.59%2026-03-312026-05-13

IJT ISHARES TR121.0K shares-8.35%2026-03-312026-05-13

CORO BLACKROCK ETF TRUST543.0K sharesnew addition2026-03-312026-05-13

IUSB ISHARES TR363.3K shares5213.08%2026-03-312026-05-13

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC332.0K shares7315.05%2026-03-312026-05-13

VB VANGUARD INDEX FDS63.1K shares-49.31%2026-03-312026-05-13

IGSB ISHARES TR302.7K shares-67.08%2026-03-312026-05-13

FPE FIRST TR EXCH TRADED FD III868.4K shares-59.36%2026-03-312026-05-13

SHLD GLOBAL X FDS214.6K shares179.76%2026-03-312026-05-13

META META PLATFORMS INC26.0K shares-12.63%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO50.7K shares-5.07%2026-03-312026-05-13

BROADCOM INC BROADCOM INC46.1K shares9.49%2026-03-312026-05-13

Sponsored

OTF BLUE OWL TECHNOLOGY FIN CORP1.2M sharesnew addition2026-03-312026-05-13

VBK VANGUARD INDEX FDS47.6K shares7.31%2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST316.4K shares5.05%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST352.9K shares6.65%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T68.2K shares2687.25%2026-03-312026-05-13

VOE VANGUARD INDEX FDS68.8K shares129.77%2026-03-312026-05-13

FTCB FIRST TR EXCHANGE-TRADED FD603.8K shares11.24%2026-03-312026-05-13

AGG ISHARES TR127.4K shares-72.09%2026-03-312026-05-13

Sponsored

BSV VANGUARD BD INDEX FDS160.9K shares4.83%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F226.7K shares4763.31%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS56.0K shares3.12%2026-03-312026-05-13

GOVT ISHARES TR517.8K shares1599.13%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F195.9K shares2715.42%2026-03-312026-05-13

LQD ISHARES TR99.9K shares-66.69%2026-03-312026-05-13

LDSF FIRST TR EXCHNG TRADED FD VI567.0K shares4.91%2026-03-312026-05-13

CME CME GROUP INC36.2K shares-0.61%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC48.9K shares-2.38%2026-03-312026-05-13

XOM EXXON MOBIL CORP62.8K shares-17.09%2026-03-312026-05-13

QUAL ISHARES TR54.3K shares-12.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON41.4K shares28.05%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD108.4K shares-1.00%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS67.6K shares2.98%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST140.1K shares-57.09%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION9.9K shares-2.06%2026-03-312026-05-13

Sponsored

MBB ISHARES TR98.8K shares117.48%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD237.5K shares3.68%2026-03-312026-05-13

WCMI FIRST TR EXCHANGE-TRADED FD556.2K shares3.80%2026-03-312026-05-13

SGOV ISHARES TR92.6K shares74.33%2026-03-312026-05-13

NCLO NUVEEN AA-BBB CLO ETF361.0K shares155.12%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS191.2K shares2.92%2026-03-312026-05-13

TSLA TESLA INC23.0K shares-21.76%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR96.4K shares-43.66%2026-03-312026-05-13

Sponsored

DFAI DIMENSIONAL ETF TRUST212.5K shares-0.12%2026-03-312026-05-13

XSOE WISDOMTREE TR206.5K shares3.73%2026-03-312026-05-13

IWM ISHARES TR32.8K shares309.61%2026-03-312026-05-13

FDL FIRST TR EXCHANGE-TRADED FD158.4K shares3.24%2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF200.2K shares362.24%2026-03-312026-05-13

V VISA INC25.6K shares-18.71%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI228.8K shares10.55%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS152.3K shares-4.22%2026-03-312026-05-13

Sponsored

FLXR TCW ETF TRUST191.5K shares10.48%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II31.6K shares-6.80%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.5K shares-18.83%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR254.0K shares11.13%2026-03-312026-05-13

GLDM WORLD GOLD TR79.3K shares2125.84%2026-03-312026-05-13

PG PROCTER & GAMBLE CO49.7K shares21.76%2026-03-312026-05-13

MINT PIMCO ETF TR71.2K shares3452.17%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR233.2K shares26.13%2026-03-312026-05-13

Sponsored

PNC PNC FINL SVCS GROUP INC34.2K shares422.50%2026-03-312026-05-13

FIW FIRST TR EXCHANGE-TRADED FD67.7K shares-63.83%2026-03-312026-05-13

MS MORGAN STANLEY42.3K shares29.73%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS144.5K shares5.35%2026-03-312026-05-13

DFAE DIMENSIONAL ETF TRUST201.8K shares3.38%2026-03-312026-05-13

DFGR DIMENSIONAL ETF TRUST256.9K shares-65.61%2026-03-312026-05-13

MA MASTERCARD INCORPORATED13.5K shares-43.70%2026-03-312026-05-13

WMT WALMART INC52.8K shares-43.84%2026-03-312026-05-13

Sponsored

ITOT ISHARES TR45.8K shares-17.46%2026-03-312026-05-13

LLY ELI LILLY & CO7.0K shares-19.45%2026-03-312026-05-13

FEMS FIRST TR EXCH TRD ALPHDX FD135.1K shares3.15%2026-03-312026-05-13

IVE ISHARES TR29.1K shares-10.37%2026-03-312026-05-13

DFCF DIMENSIONAL ETF TRUST145.2K shares-63.64%2026-03-312026-05-13

CSCO CISCO SYS INC76.3K shares24.26%2026-03-312026-05-13

NFLX NETFLIX INC.62.9K shares3.82%2026-03-312026-05-13

MTZ MASTEC INC18.3K shares0.76%2026-03-312026-05-13

Sponsored

HIMU BLACKROCK ETF TRUST II122.7K shares1551.91%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 409.5K shares1117.05%2026-03-312026-05-13

IJH ISHARES TR86.5K shares192.73%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS74.9K shares11.09%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC15.9K shares189.10%2026-03-312026-05-13

MCD MCDONALDS CORP18.2K shares-29.64%2026-03-312026-05-13

CVX CHEVRON CORPORATION26.7K shares-6.35%2026-03-312026-05-13

GBDC GOLUB CAP BDC INC COM431.3K shares4.86%2026-03-312026-05-13

Sponsored

TBIL RBB FD INC108.3K sharesnew addition2026-03-312026-05-13

VXF VANGUARD INDEX FDS25.5K shares-53.30%2026-03-312026-05-13

BAC BANK AMERICA CORP106.7K shares66.03%2026-03-312026-05-13

TJX TJX COS INC NEW32.6K shares5.01%2026-03-312026-05-13

HD HOME DEPOT INC15.7K shares-14.41%2026-03-312026-05-13

FTHI FIRST TR EXCHANGE TRADED FD224.0K shares35.18%2026-03-312026-05-13

SYSB ISHARES TR55.8K shares574.07%2026-03-312026-05-13

PEP PEPSICO INC31.7K shares24.21%2026-03-312026-05-13

Sponsored

SCHG SCHWAB STRATEGIC TR167.4K shares14.32%2026-03-312026-05-13

EFV ISHARES TR65.3K shares-62.42%2026-03-312026-05-13

IWO ISHARES TR15.4K shares92.91%2026-03-312026-05-13

IEFA ISHARES TR52.8K shares-18.39%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC95.6K shares80.76%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC13.8K shares228.07%2026-03-312026-05-13

ORCL ORACLE CORP32.1K shares1.06%2026-03-312026-05-13

EFA ISHARES TR48.5K shares151.99%2026-03-312026-05-13

Sponsored

DVY ISHARES TR30.7K shares4.36%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR182.5K shares-0.61%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC17.6K shares218.48%2026-03-312026-05-13

IVW ISHARES TR39.9K shares-80.39%2026-03-312026-05-13

CSX CSX CORP109.2K shares312.53%2026-03-312026-05-13

RTX RTX CORPORATION23.3K shares-38.17%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP5.0K shares108.05%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO73.1K shares52.63%2026-03-312026-05-13

Sponsored

AVIG AMERICAN CENTY ETF TR106.7K shares-86.22%2026-03-312026-05-13

IYW ISHARES TR23.7K shares290.26%2026-03-312026-05-13

IWP ISHARES TR33.4K shares264.61%2026-03-312026-05-13

ABT ABBOTT LABORATORIES41.6K shares37.50%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS17.2K shares7.02%2026-03-312026-05-13

USMV ISHARES TR44.7K shares-3.03%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD25.1K shares52.20%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS46.1K shares-10.06%2026-03-312026-05-13

Sponsored

VONE VANGUARD RUSSELL 1000 ETF13.8K shares1.59%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC11.8K shares-47.53%2026-03-312026-05-13

EOG EOG RES INC27.3K shares71.42%2026-03-312026-05-13

NEE NEXTERA ENERGY INC42.2K shares20.34%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST54.6K shares-84.73%2026-03-312026-05-13

KO COCA COLA CO51.3K shares-6.83%2026-03-312026-05-13

FDX FEDEX CORP10.9K shares223.07%2026-03-312026-05-13

FMB FIRST TR EXCH TRADED FD III74.1K shares11.61%2026-03-312026-05-13

Sponsored

DISV DIMENSIONAL ETF TRUST94.8K shares2.07%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC18.0K shares-22.48%2026-03-312026-05-13

KNG FIRST TR EXCHANGE-TRADED FD76.2K shares3.69%2026-03-312026-05-13

IEMG ISHARES INC52.3K shares54.86%2026-03-312026-05-13

VOT VANGUARD INDEX FDS14.4K shares-12.18%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST101.6K shares-11.15%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR32.5K shares-27.39%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC10.5K shares-30.90%2026-03-312026-05-13

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD56.6K shares6.61%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC12.9K shares-35.28%2026-03-312026-05-13

GLD SPDR GOLD TR8.2K shares-38.25%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC24.1K shares55.49%2026-03-312026-05-13

AMAT APPLIED MATLS INC9.9K shares-25.86%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC4.0K shares22.46%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR25.0K shares31.70%2026-03-312026-05-13

IWF ISHARES TR7.7K shares-4.44%2026-03-312026-05-13

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD64.4K shares-4.85%2026-03-312026-05-13

ICVT ISHARES TR30.7K shares1140.85%2026-03-312026-05-13

BIL SPDR SERIES TRUST34.1K shares-46.68%2026-03-312026-05-13

JBHT HUNT J B TRANS SVCS INC14.6K shares711.48%2026-03-312026-05-13

GEV GE VERNOVA INC3.4K shares-7.13%2026-03-312026-05-13

DGRO ISHARES TR42.7K shares180.25%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS50.8K shares26.14%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR26.4K shares-56.57%2026-03-312026-05-13

Sponsored

MCK MCKESSON CORP3.5K shares30.92%2026-03-312026-05-13

IJR ISHARES TR23.3K shares-16.97%2026-03-312026-05-13

BCSF BAIN CAP SPECIALTY FIN INC230.1K shares4501.00%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE66.8K shares665.81%2026-03-312026-05-13

SPGI S&P GLOBAL INC6.7K shares-14.73%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE10.0K shares-0.25%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC25.0K shares-45.47%2026-03-312026-05-13

CB CHUBB LTD SWITZ8.7K shares82.79%2026-03-312026-05-13

Sponsored

PROP PRAIRIE OPER CO1.4M shares10785.01%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS37.7K shares-49.65%2026-03-312026-05-13

HSY HERSHEY CO13.3K shares2384.33%2026-03-312026-05-13

SDY SPDR SERIES TRUST18.9K shares13.83%2026-03-312026-05-13

BDX BECTON DICKINSON & CO17.6K shares77.26%2026-03-312026-05-13

GNOV FIRST TR EXCHNG TRADED FD VI70.7K sharesnew addition2026-03-312026-05-13

USHY ISHARES TR74.7K shares329.08%2026-03-312026-05-13

VGT VANGUARD WORLD FD3.9K shares62.62%2026-03-312026-05-13

Sponsored

CLOX ELDRIDGE AAA CLO ETF106.4K shares-3.63%2026-03-312026-05-13

HDV ISHARES TR19.9K shares-27.38%2026-03-312026-05-13

GJAN FIRST TR EXCHNG TRADED FD VI64.2K sharesnew addition2026-03-312026-05-13

WCN WASTE CONNECTIONS INC16.5K shares-9.30%2026-03-312026-05-13

CAT CATERPILLAR INC3.8K shares-7.15%2026-03-312026-05-13

VV VANGUARD INDEX FDS8.9K shares107.88%2026-03-312026-05-13

MTUM ISHARES TR11.1K shares-23.92%2026-03-312026-05-13

CMCSA COMCAST CORP NEW93.3K shares51.70%2026-03-312026-05-13

Sponsored

MMLG FIRST TR EXCHNG TRADED FD VI84.4K shares-8.57%2026-03-312026-05-13

IWR ISHARES TR27.2K shares44.15%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF65.2K shares503.92%2026-03-312026-05-13

MGK VANGUARD WORLD FD7.2K shares53.53%2026-03-312026-05-13

SYK STRYKER CORPORATION7.8K shares73.65%2026-03-312026-05-13

MO ALTRIA GROUP INC38.7K shares38.53%2026-03-312026-05-13

EEM ISHARES TR44.3K shares523.27%2026-03-312026-05-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC21.7K shares216.43%2026-03-312026-05-13

Sponsored

VMC VULCAN MATLS CO9.2K shares-12.04%2026-03-312026-05-13

SBUX STARBUCKS CORP27.8K shares39.21%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC21.6K shares1.90%2026-03-312026-05-13

PAYX PAYCHEX INC26.9K shares553.86%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP11.5K shares83.36%2026-03-312026-05-13

ROP ROPER TECHNOLOGIES INC6.9K shares176.91%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS22.3K shares-85.84%2026-03-312026-05-13

TLH ISHARES TR24.2K shares-53.42%2026-03-312026-05-13

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FTSM FIRST TR EXCHANGE-TRADED FD40.5K shares-24.35%2026-03-312026-05-13

FVD FIRST TR EXCHANGE-TRADED FD51.4K shares-2.42%2026-03-312026-05-13

TLT ISHARES TR27.6K shares-52.17%2026-03-312026-05-13

VHT VANGUARD WORLD FD8.8K shares34.25%2026-03-312026-05-13

TFX TELEFLEX INCORPORATED19.8K shares-0.18%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP24.7K shares-25.74%2026-03-312026-05-13

SPYM SPDR SERIES TRUST30.2K shares536.80%2026-03-312026-05-13

LOW LOWES COS INC9.8K shares2.75%2026-03-312026-05-13

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BALL BALL CORP38.7K shares488.05%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC13.8K shares-35.90%2026-03-312026-05-13

SPTS SPDR SERIES TRUST77.6K shares-6.24%2026-03-312026-05-13

ADI ANALOG DEVICES INC7.1K shares-14.85%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC24.4K shares-70.63%2026-03-312026-05-13

MMM 3M CO15.5K shares92.94%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO26.4K shares251.24%2026-03-312026-05-13

PFE PFIZER INC79.9K shares7.88%2026-03-312026-05-13

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SHW SHERWIN WILLIAMS CO6.9K shares-6.68%2026-03-312026-05-13

ICSH ISHARES TR44.0K shares9.24%2026-03-312026-05-13

COP CONOCOPHILLIPS17.1K shares11.70%2026-03-312026-05-13

INVESCO ROCHESTER HIGH YIELD MUNICIPAL ETF INVESCO ROCHESTER HIGH YIELD MUNICIPAL ETF44.0K sharesnew addition2026-03-312026-05-13

EIPX FIRST TR EXCHANGE-TRADED FD68.8K shares0.28%2026-03-312026-05-13

ASML ASML HLDG NV1.7K shares-42.81%2026-03-312026-05-13

NKE NIKE INC41.8K shares295.26%2026-03-312026-05-13

DPZ DOMINOS PIZZA INC6.1K shares5961.39%2026-03-312026-05-13

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ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND11.0K shares53.40%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-13

QLD PROSHARES TR35.2K shares0.00%2026-03-312026-05-13

T AT&T INC77.0K shares-7.29%2026-03-312026-05-13

AEE AMEREN CORP19.4K shares-53.80%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP8.0K shares114.49%2026-03-312026-05-13

PGR PROGRESSIVE CORP10.6K shares27.90%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR34.3K shares4.92%2026-03-312026-05-13

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WFC WELLS FARGO & CO26.4K shares-36.18%2026-03-312026-05-13

VCLT VANGUARD SCOTTSDALE FDS27.9K shares1.38%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC36.2K shares305.44%2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO28.6K shares529.81%2026-03-312026-05-13

CGBD CARLYLE SECURED LENDING INC190.3K shares444.82%2026-03-312026-05-13

CASY CASEYS GEN STORES INC2.8K shares2.90%2026-03-312026-05-13

NRG NRG ENERGY INC14.1K shares-2.52%2026-03-312026-05-13

IWB ISHARES TR5.8K shares177.65%2026-03-312026-05-13

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ATO ATMOS ENERGY CORP11.1K shares738.44%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC4.9K shares-33.68%2026-03-312026-05-13

FULT FULTON FINL CORP PA99.9K shares0.50%2026-03-312026-05-13

TIP ISHARES TR18.4K shares-44.22%2026-03-312026-05-13

MOAT VANECK ETF TRUST20.9K shares656.83%2026-03-312026-05-13

FLOT ISHARES TR39.5K shares200.38%2026-03-312026-05-13

DHR DANAHER CORP DEL10.6K shares6.69%2026-03-312026-05-13

TXN TEXAS INSTRS INC10.3K shares3.39%2026-03-312026-05-13

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LMT LOCKHEED MARTIN CORP3.3K shares-25.49%2026-03-312026-05-13

CSHI NEOS Enhanced Income CA Alt ETF39.6K shares-61.25%2026-03-312026-05-13

INTC INTEL CORP43.7K shares56.98%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC2.0K shares25.38%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR73.9K shares142.98%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC10.9K shares126.58%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP15.7K shares0.40%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC3.8K shares-40.53%2026-03-312026-05-13

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AIRR FIRST TR EXCHANGE TRADED FD16.8K shares-3.42%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR22.7K shares-90.32%2026-03-312026-05-13

QYLD GLOBAL X FDS107.4K shares39.69%2026-03-312026-05-13

BOTZ GLOBAL X FDS55.3K shares62.98%2026-03-312026-05-13

AMGN AMGEN INC5.2K shares-8.42%2026-03-312026-05-13

CRM SALESFORCE INC9.8K shares-18.79%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F35.8K shares51.06%2026-03-312026-05-13

FDS FACTSET RESH SYS INC8.3K shares3537.55%2026-03-312026-05-13

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TROW PRICE T ROWE GROUP INC19.9K shares718.45%2026-03-312026-05-13

ZBH ZIMMER BIOMET HOLDINGS INC19.8K shares3578.29%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC3.9K shares-18.95%2026-03-312026-05-13

KLAC KLA CORP1.2K shares-27.64%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.6K shares-34.26%2026-03-312026-05-13

VOYA VOYA FINANCIAL INC25.9K shares6404.77%2026-03-312026-05-13

ESS ESSEX PPTY TR INC7.3K shares560.54%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F23.3K shares52.37%2026-03-312026-05-13

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KR KROGER CO24.1K shares-14.12%2026-03-312026-05-13

RCI ROGERS COMMUNICATIONS INC45.2K shares504.81%2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC14.2K shares397.40%2026-03-312026-05-13

PSQA PALMER SQUARE FUNDS TR84.4K sharesnew addition2026-03-312026-05-13

AVY AVERY DENNISON CORP9.9K shares640.33%2026-03-312026-05-13

GM GENERAL MTRS CO22.9K shares20.71%2026-03-312026-05-13

IFRA ISHARES TR29.7K shares1832.03%2026-03-312026-05-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO27.7K shares630.14%2026-03-312026-05-13

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VONV VANGUARD SCOTTSDALE FDS18.0K shares27.18%2026-03-312026-05-13

LSTR LANDSTAR SYS INC10.4K shares429.89%2026-03-312026-05-13

DE DEERE & CO3.0K shares-24.86%2026-03-312026-05-13

FSTA FIDELITY COVINGTON TRUST31.6K shares1.65%2026-03-312026-05-13

REXR REXFORD INDL RLTY INC50.1K shares366.98%2026-03-312026-05-13

APLU Allspring Core Plus Etf66.3K sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO5.4K shares-23.70%2026-03-312026-05-13

MCO MOODYS CORP3.7K shares-3.50%2026-03-312026-05-13

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COF CAPITAL ONE FINL CORP8.8K shares41.17%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC10.0K shares8.43%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO6.2K shares46.64%2026-03-312026-05-13

FUTY FIDELITY COVINGTON TRUST27.1K shares1.65%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC1.3K shares186.14%2026-03-312026-05-13

EWZ ISHARES INC41.1K shares13592.33%2026-03-312026-05-13

VTES VANGUARD WELLINGTON FD15.5K shares11.62%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC15.9K shares-58.35%2026-03-312026-05-13

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FXL FIRST TR EXCHANGE-TRADED FD9.9K shares1.05%2026-03-312026-05-13

SJM SMUCKER J M CO16.2K shares8817.58%2026-03-312026-05-13

NOW SERVICENOW INC14.9K shares43.33%2026-03-312026-05-13

CIEN CIENA CORP4.0K shares-10.78%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR49.5K shares20.32%2026-03-312026-05-13

TDVI FIRST TR EXCHANGE-TRADED FD57.6K shares4.91%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC21.2K shares0.66%2026-03-312026-05-13

SEIC SEI INVTS CO19.3K shares1675.64%2026-03-312026-05-13

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LINDE PLC LINDE PLC3.0K shares-12.10%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP5.6K shares-14.68%2026-03-312026-05-13

CPT CAMDEN PPTY TR15.2K shares480.54%2026-03-312026-05-13

XUSP INNOVATOR ETFS TRUST33.4K shares0.11%2026-03-312026-05-13

BFST BUSINESS FIRST BANCSHARES IN54.6K shares1364025.00%2026-03-312026-05-13

EMR EMERSON ELEC CO11.2K shares-49.54%2026-03-312026-05-13

MPC MARATHON PETE CORP6.0K shares-19.91%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS24.4K shares-0.50%2026-03-312026-05-13

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CRWD CROWDSTRIKE HLDGS INC3.7K shares-50.08%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.2K shares-12.20%2026-03-312026-05-13

TRV TRAVELERS COMPANIES INC4.9K shares57.64%2026-03-312026-05-13

SDVD FIRST TR EXCH TRADED FD III66.2K shares10.04%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR31.3K shares58.45%2026-03-312026-05-13

NSC NORFOLK SOUTHN CORP5.0K shares32.24%2026-03-312026-05-13

PAVE GLOBAL X FDS28.0K shares811.91%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC14.3K shares162.16%2026-03-312026-05-13

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DIS DISNEY WALT CO14.7K shares-60.93%2026-03-312026-05-13

CUBE CUBESMART38.6K shares1898.08%2026-03-312026-05-13

IUSG ISHARES TR9.1K shares-2.91%2026-03-312026-05-13

OUNZ VANECK MERK GOLD ETF31.2K shares0.00%2026-03-312026-05-13

TGT TARGET CORP11.4K shares-15.14%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION10.4K shares101.40%2026-03-312026-05-13

FTQI FIRST TR EXCHANGE TRADED FD69.2K shares6.19%2026-03-312026-05-13

CAH CARDINAL HEALTH INC6.6K shares-49.46%2026-03-312026-05-13

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PSA PUBLIC STORAGE OPER CO4.9K shares187.84%2026-03-312026-05-13

DES WISDOMTREE TR36.6K shares180.37%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC6.7K sharesnew addition2026-03-312026-05-13

APH AMPHENOL CORP10.3K shares36.70%2026-03-312026-05-13

CTAS CINTAS CORP7.7K shares-13.70%2026-03-312026-05-13

BA BOEING CO6.5K shares-36.69%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC15.4K shares-43.79%2026-03-312026-05-13

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FTLS FIRST TR EXCH TRADED FD III18.2K shares-0.14%2026-03-312026-05-13

VWOB VANGUARD WHITEHALL FDS19.5K shares45204.65%2026-03-312026-05-13

MSI MOTOROLA SOLUTIONS INC2.9K shares23.07%2026-03-312026-05-13

XME SPDR SERIES TRUST11.5K shares76286.67%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP1.8K shares-25.01%2026-03-312026-05-13

IJS ISHARES TR10.4K shares159.69%2026-03-312026-05-13

CBRE CBRE GROUP INC9.0K shares-11.45%2026-03-312026-05-13

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SUB ISHARES TR11.5K shares89.20%2026-03-312026-05-13

TFC TRUIST FINL CORP26.5K shares79.40%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST5.9K shares-62.67%2026-03-312026-05-13

HEI.A HEICO CORP NEW5.8K shares2.06%2026-03-312026-05-13

DOX AMDOCS LTD18.7K shares9064.22%2026-03-312026-05-13

FMHI FIRST TR EXCH TRADED FD III25.6K shares-6.94%2026-03-312026-05-13

COWZ PACER FDS TR19.4K shares129.56%2026-03-312026-05-13

EIX EDISON INTL16.5K shares76.89%2026-03-312026-05-13

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SIVR ABRDN SILVER ETF TRUST16.6K shares54.23%2026-03-312026-05-13

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GILD GILEAD SCIENCES INC8.5K shares-71.05%2026-03-312026-05-13

ACWI ISHARES TR8.6K shares160.51%2026-03-312026-05-13

TCAF T ROWE PRICE ETF INC32.9K shares-0.55%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC9.4K shares50.14%2026-03-312026-05-13

HON HONEYWELL INTL INC5.2K shares-15.03%2026-03-312026-05-13

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FSK FS KKR CAP CORP114.4K shares9693.15%2026-03-312026-05-13

UNP UNION PAC CORP4.8K shares-32.91%2026-03-312026-05-13

MPWR MONOLITHIC PWR SYS INC1.1K shares-24.71%2026-03-312026-05-13

MKC MCCORMICK & CO INC22.5K shares523.30%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L29.8K shares-0.51%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F7.7K shares352.75%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC4.1K shares-37.61%2026-03-312026-05-13

GSK PLC GSK PLC20.5K shares-21.21%2026-03-312026-05-13

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BUFD FIRST TR EXCHNG TRADED FD VI40.0K shares-5.79%2026-03-312026-05-13

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DUHP DIMENSIONAL ETF TRUST29.7K shares20.30%2026-03-312026-05-13

RFLR INNOVATOR ETFS TRUST37.7K shares21.88%2026-03-312026-05-13

OEF ISHARES TR3.4K shares41.95%2026-03-312026-05-13

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QCOM QUALCOMM INC8.4K shares-32.66%2026-03-312026-05-13

SFLR INNOVATOR ETFS TRUST30.2K shares25.80%2026-03-312026-05-13

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ADVISOR MANAGED PORTFOLIOS ADVISOR MANAGED PORTFOLIOS42.6K shares94.49%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC8.1K shares-42.23%2026-03-312026-05-13

STEP STEPSTONE GROUP INC22.1K shares8059.78%2026-03-312026-05-13

GPIX GOLDMAN SACHS ETF TR21.0K sharesnew addition2026-03-312026-05-13

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EXPE EXPEDIA GROUP INC4.6K shares135.03%2026-03-312026-05-13

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RSPR INVESCO EXCHANGE TRADED FD T31.2K sharesnew addition2026-03-312026-05-13

AIQ GLOBAL X FDS22.2K shares-24.82%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I3.5K shares-42.16%2026-03-312026-05-13

TDG TRANSDIGM GROUP INC876 shares-25.13%2026-03-312026-05-13

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II13.6K shares0.33%2026-03-312026-05-13

IGF ISHARES TR14.9K shares285.80%2026-03-312026-05-13

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ROBO EXCHANGE TRADED CONCEPTS TRU14.6K shares3719.16%2026-03-312026-05-13

FTNT FORTINET INC12.1K shares75.37%2026-03-312026-05-13

ET ENERGY TRANSFER L P51.3K shares0.23%2026-03-312026-05-13

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SSO PROSHARES TR18.6K shares0.00%2026-03-312026-05-13

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FTI TECHNIPFMC PLC13.8K shares2972.61%2026-03-312026-05-13

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BITB BITWISE BITCOIN ETF TR25.5K shares-12.54%2026-03-312026-05-13

HCA HCA HEALTHCARE INC2.0K shares-64.69%2026-03-312026-05-13

HAS HASBRO INC10.0K shares-25.99%2026-03-312026-05-13

DBC INVESCO DB COMMDY INDX TRCK32.4K shares-1.85%2026-03-312026-05-13

CFG CITIZENS FINL GROUP INC15.6K shares0.22%2026-03-312026-05-13

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REMX VANECK ETF TRUST10.3K shares75.55%2026-03-312026-05-13

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SCHF SCHWAB STRATEGIC TR36.6K shares32.24%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC15.4K shares35.08%2026-03-312026-05-13

OBDC BLUE OWL CAPITAL CORPORATION81.4K shares4937.71%2026-03-312026-05-13

RSG REPUBLIC SVCS INC4.1K shares77.81%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL26.8K shares78.08%2026-03-312026-05-13

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PEY INVESCO HIGH YIELD EQUITY DIVIDEND ACHIEVERS ETF41.8K shares0.00%2026-03-312026-05-13

RC READY CAPITAL CORP COM549.7K shares-4.83%2026-03-312026-05-13

PTLC PACER FDS TR16.8K shares-1.31%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR10.6K shares196.90%2026-03-312026-05-13

DOGG FIRST TR EXCHANGE-TRADED FD40.0K shares2.04%2026-03-312026-05-13

AXS AXIS CAP HLDGS LTD8.5K shares150.25%2026-03-312026-05-13

PSX PHILLIPS 664.7K shares71.08%2026-03-312026-05-13

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PWR QUANTA SVCS INC1.3K shares-7.70%2026-03-312026-05-13

SHM SPDR SERIES TRUST17.4K shares-22.94%2026-03-312026-05-13

CCSI CONSENSUS CLOUD SOLUTIONS IN34.9K shares-29.92%2026-03-312026-05-13

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER33.9K shares13.35%2026-03-312026-05-13

PR PERMIAN RESOURCES CORP38.5K shares12.94%2026-03-312026-05-13

Sponsored

DG DOLLAR GEN CORP6.9K shares-48.35%2026-03-312026-05-13

EXEL EXELIXIS INC18.7K shares39.85%2026-03-312026-05-13

IQLT ISHARES TR17.6K shares2088.45%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN5.2K shares-55.71%2026-03-312026-05-13

IQV IQVIA HLDGS INC4.8K shares-40.92%2026-03-312026-05-13

MSCI MSCI INC1.5K shares63.29%2026-03-312026-05-13

VEEV VEEVA SYS INC4.6K shares-19.28%2026-03-312026-05-13

CVS CVS HEALTH CORP11.2K shares-50.56%2026-03-312026-05-13

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD48.3K shares-20.82%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C31.8K shares-30.31%2026-03-312026-05-13

BKGI BNY MELLON ETF TRUST17.8K sharesnew addition2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A1.6K shares55.70%2026-03-312026-05-13

CMI CUMMINS INC1.5K shares5.33%2026-03-312026-05-13

TMUS T-MOBILE US INC3.7K shares-65.72%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T10.4K shares-5.98%2026-03-312026-05-13

GII SPDR INDEX SHS FDS10.3K shares7572.39%2026-03-312026-05-13

Sponsored

XLF SELECT SECTOR SPDR TR15.8K shares-24.90%2026-03-312026-05-13

LITE LUMENTUM HLDGS INC1.1K shares11.68%2026-03-312026-05-13

EQIX EQUINIX INC789 shares40.89%2026-03-312026-05-13

TTWO TAKE-TWO INTERACTIVE SOFTWAR3.9K shares59.23%2026-03-312026-05-13

ROKU ROKU INC7.7K shares32.96%2026-03-312026-05-13

XAR SPDR SERIES TRUST3.0K shares507.60%2026-03-312026-05-13

ARKK ARK ETF TR11.4K shares-16.55%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY2.6K shares-59.23%2026-03-312026-05-13

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.9K shares-42.87%2026-03-312026-05-13

XPO XPO INC3.9K shares15.60%2026-03-312026-05-13

BUCK SIMPLIFY EXCHANGE TRADED FUN32.2K shares377.68%2026-03-312026-05-13

NVS NOVARTIS AG5.0K shares-30.39%2026-03-312026-05-13

VUG

VANGUARD INDEX FDS

-1.31%

Shares247.5K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-7.40%

Shares451.6K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

184.19%

Shares133.4K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

26.94%

Shares129.3K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

135.89%

Shares1.2M

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

23.43%

Shares106.6K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

12.44%

Shares190.3K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-24.53%

Shares235.2K

Event2026-03-31

Filed2026-05-13

INMU

BLACKROCK ETF TRUST II

6484.69%

Shares2.2M

Event2026-03-31

Filed2026-05-13

TFI

SPDR SERIES TRUST

198.64%

Shares1.0M

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

-11.99%

Shares570.5K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-23.91%

Shares228.2K

Event2026-03-31

Filed2026-05-13

THRO

BLACKROCK ETF TRUST

7971.85%

Shares1.1M

Event2026-03-31

Filed2026-05-13

CLOZ

ELDRIDGE BBB-B CLO ETF

-24.72%

Shares1.5M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-28.15%

Shares128.7K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

3.38%

Shares303.9K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

385.41%

Shares693.1K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-12.33%

Shares540.2K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

26.93%

Shares154.2K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

-29.92%

Shares480.6K

Event2026-03-31

Filed2026-05-13

JAAA

JANUS HENDERSON AAA CLO ETF

31.32%

Shares643.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

14.06%

Shares53.9K

Event2026-03-31

Filed2026-05-13

GAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares789.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-9.11%

Shares81.4K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

-4.21%

Shares536.6K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

4.18%

Shares613.1K

Event2026-03-31

Filed2026-05-13

FIXD

FIRST TR EXCHNG TRADED FD VI

7.07%

Shares639.0K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

-11.59%

Shares711.1K

Event2026-03-31

Filed2026-05-13

BAI

BLACKROCK ETF TRUST

175.09%

Shares736.8K

Event2026-03-31

Filed2026-05-13

IMCG

ISHARES TR

5.91%

Shares289.3K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

-0.34%

Shares103.1K

Event2026-03-31

Filed2026-05-13

AFLG

FIRST TR EXCHNG TRADED FD VI

7.05%

Shares559.1K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-0.77%

Shares113.5K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

-54.30%

Shares787.3K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

-10.23%

Shares195.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

3.43%

Shares67.2K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-37.55%

Shares257.5K

Event2026-03-31

Filed2026-05-13

RDVI

FIRST TR EXCHANGE-TRADED FD

4.60%

Shares762.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-25.99%

Shares66.1K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

132.60%

Shares88.0K

Event2026-03-31

Filed2026-05-13

MGV

VANGUARD WORLD FD

5.00%

Shares130.1K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

-13.17%

Shares128.3K

Event2026-03-31

Filed2026-05-13

XTEN

BONDBLOXX ETF TRUST

140400.69%

Shares407.5K

Event2026-03-31

Filed2026-05-13

DFEM

DIMENSIONAL ETF TRUST

-11.38%

Shares535.8K

Event2026-03-31

Filed2026-05-13

IJK

ISHARES TR

-6.59%

Shares177.6K

Event2026-03-31

Filed2026-05-13

IJT

ISHARES TR

-8.35%

Shares121.0K

Event2026-03-31

Filed2026-05-13

CORO

BLACKROCK ETF TRUST

New

Shares543.0K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

5213.08%

Shares363.3K

Event2026-03-31

Filed2026-05-13

GSY

INVESCO ACTIVELY MANAGED EXC

7315.05%

Shares332.0K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-49.31%

Shares63.1K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

-67.08%

Shares302.7K

Event2026-03-31

Filed2026-05-13

FPE

FIRST TR EXCH TRADED FD III

-59.36%

Shares868.4K

Event2026-03-31

Filed2026-05-13

SHLD

GLOBAL X FDS

179.76%

Shares214.6K

Event2026-03-31

Filed2026-05-13