Sponsored

The Analysis of Archford Capital Strategies, LLC's Holdings & P&L

Currently, Archford Capital Strategies, LLC holds 341 types of securities in its portfolio with a total value $873.4M. In the most recent quarter, they have increased their positions in IEMG (+148.6K shares, valued at $10.4M), SHY (+124.8K shares, valued at $10.3M), N/A (+116.9K shares, valued at $8.5M); decreased their positions in RECS (-296.4K shares, valued at $11.6M), SPYM (-101.7K shares, valued at $7.8M), VB (-18.6K shares, valued at $4.9M); initiated new positions in N/A (+116.9K shares, valued at $8.5M), HGER (+195.6K shares, valued at $6.1M), VGSH (+97.4K shares, valued at $5.7M).

1M P&L

+29.5M+3.62%

3M P&L

-67.4M-7.40%

HY P&L

-29.6M-3.39%

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/A454.6M

59.0%

2Semiconductors46.8M

6.1%

3Software - Infrastructure30.1M

3.9%

Top Industries by Stock Count

1N/A145 stocks

46.2%

2Software - Application12 stocks

3.8%

3Semiconductors9 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IEFA ISHARES TR432.0K shares2.86%2026-03-312026-04-15

IEMG ISHARES INC547.9K shares37.20%2026-03-312026-04-15

NVDA NVIDIA CORPORATION163.1K shares5.27%2026-03-312026-04-15

AAPL APPLE INC104.6K shares2.63%2026-03-312026-04-15

MSFT MICROSOFT CORP66.5K shares4.41%2026-03-312026-04-15

ALPHABET INC ALPHABET INC59.0K shares-0.17%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.5K shares-0.85%2026-03-312026-04-15

VUG VANGUARD INDEX FDS34.2K shares-7.50%2026-03-312026-04-15

Sponsored

V VISA INC46.9K shares-1.07%2026-03-312026-04-15

INFO HARBOR ETF TRUST602.7K shares-12.45%2026-03-312026-04-15

SHY ISHARES TR155.7K shares404.35%2026-03-312026-04-15

SPYM SPDR SERIES TRUST167.3K shares-37.81%2026-03-312026-04-15

BROADCOM INC BROADCOM INC41.0K shares3.02%2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR407.5K shares-15.79%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR372.6K shares-17.54%2026-03-312026-04-15

WINN HARBOR ETF TRUST368.6K shares30.55%2026-03-312026-04-15

Sponsored

AMZN AMAZON COM INC48.4K shares-1.90%2026-03-312026-04-15

DFGP DIMENSIONAL ETF TRUST184.4K shares21.79%2026-03-312026-04-15

SAMT ADVISORS INNER CIRCLE FD III250.1K shares-13.94%2026-03-312026-04-15

HELO J P MORGAN EXCHANGE TRADED F144.8K shares888.20%2026-03-312026-04-15

VGIT VANGUARD SCOTTSDALE FDS151.0K shares35.36%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS119.2K shares-8.00%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II116.9K sharesnew addition2026-03-312026-04-15

JPM JPMORGAN CHASE & CO28.1K shares-3.23%2026-03-312026-04-15

Sponsored

NVS NOVARTIS AG50.6K shares8.42%2026-03-312026-04-15

GLDM WORLD GOLD TR83.4K shares-7.77%2026-03-312026-04-15

DUHP DIMENSIONAL ETF TRUST210.0K shares-7.57%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC22.5K shares46.02%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F150.3K shares7.60%2026-03-312026-04-15

OSEA HARBOR ETF TRUST262.4K shares7.95%2026-03-312026-04-15

DFAE DIMENSIONAL ETF TRUST222.4K shares22.03%2026-03-312026-04-15

WMT WALMART INC59.3K shares-19.83%2026-03-312026-04-15

Sponsored

SHEL SHELL PLC79.2K shares47.99%2026-03-312026-04-15

DCOR DIMENSIONAL ETF TRUST97.8K shares-9.00%2026-03-312026-04-15

MA MASTERCARD INCORPORATED14.0K shares1.49%2026-03-312026-04-15

DFAC DIMENSIONAL ETF TRUST178.2K shares-8.96%2026-03-312026-04-15

MBB ISHARES TR71.4K shares15.29%2026-03-312026-04-15

HAPI HARBOR ETF TRUST169.0K shares14.02%2026-03-312026-04-15

USIG ISHARES TR130.4K shares1.77%2026-03-312026-04-15

HARBOR ETF TRUST HARBOR ETF TRUST162.5K shares17.04%2026-03-312026-04-15

Sponsored

JNJ JOHNSON & JOHNSON27.0K shares7.80%2026-03-312026-04-15

VB VANGUARD INDEX FDS24.9K shares-42.78%2026-03-312026-04-15

HGER HARBOR ETF TRUST195.6K sharesnew addition2026-03-312026-04-15

CSCO CISCO SYS INC77.0K shares0.27%2026-03-312026-04-15

ALPHABET INC ALPHABET INC20.1K shares8.79%2026-03-312026-04-15

VGSH VANGUARD SCOTTSDALE FDS97.4K sharesnew addition2026-03-312026-04-15

JQUA J P MORGAN EXCHANGE TRADED F90.8K shares286.37%2026-03-312026-04-15

MO ALTRIA GROUP INC79.2K shares-32.07%2026-03-312026-04-15

Sponsored

DFIC DIMENSIONAL ETF TRUST142.8K shares1.36%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR102.7K shares-38.73%2026-03-312026-04-15

EWJ ISHARES INC53.0K shares110.55%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC13.1K shares391.86%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR32.0K shares37.92%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC34.3K shares179.93%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION4.0K shares1.46%2026-03-312026-04-15

XLC SELECT SECTOR SPDR TR35.4K shares-6.27%2026-03-312026-04-15

Sponsored

HARBOR ETF TRUST HARBOR ETF TRUST149.7K shares110.94%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP17.7K shares28.70%2026-03-312026-04-15

SAGP ADVISORS INNER CIRCLE FD III109.2K shares656.62%2026-03-312026-04-15

DIHP DIMENSIONAL ETF TRUST115.6K shares6.16%2026-03-312026-04-15

TJX TJX COS INC NEW23.1K shares-0.44%2026-03-312026-04-15

VTV VANGUARD INDEX FDS18.4K shares-16.67%2026-03-312026-04-15

XOM EXXON MOBIL CORP20.9K shares-6.09%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC16.7K shares18.21%2026-03-312026-04-15

Sponsored

JBL JABIL INC13.1K shares-18.19%2026-03-312026-04-15

HARBOR ETF TRUST HARBOR ETF TRUST114.7K sharesnew addition2026-03-312026-04-15

CENCORA INC CENCORA INC10.7K shares-0.26%2026-03-312026-04-15

TOLL TEMA ETF TRUST98.5K sharesnew addition2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS47.6K shares3.13%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC24.8K shares-0.60%2026-03-312026-04-15

ABEV AMBEV SA1.0M shares10.43%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS13.8K shares-3.26%2026-03-312026-04-15

Sponsored

XLP SELECT SECTOR SPDR TR35.2K sharesnew addition2026-03-312026-04-15

VGT VANGUARD WORLD FD4.1K shares0.00%2026-03-312026-04-15

SYF SYNCHRONY FINANCIAL41.9K shares9.08%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T4.4K shares3.69%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.1K shares359.77%2026-03-312026-04-15

IVV ISHARES TR4.3K shares0.00%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC18.7K shares7.71%2026-03-312026-04-15

AMAT APPLIED MATLS INC7.7K shares8.54%2026-03-312026-04-15

Sponsored

VO VANGUARD INDEX FDS9.1K sharesnew addition2026-03-312026-04-15

RAAX VANECK ETF TRUST62.8K sharesnew addition2026-03-312026-04-15

CTSH COGNIZANT TECHNOLOGY SOLUTIO41.0K sharesnew addition2026-03-312026-04-15

AOA ISHARES TR27.8K shares-2.77%2026-03-312026-04-15

FTI TECHNIPFMC PLC34.4K shares-9.26%2026-03-312026-04-15

IBDW ISHARES TR111.5K shares0.18%2026-03-312026-04-15

LLY ELI LILLY & CO2.5K shares8.73%2026-03-312026-04-15

TSLA TESLA INC6.1K shares11.33%2026-03-312026-04-15

Sponsored

APH AMPHENOL CORP18.0K sharesnew addition2026-03-312026-04-15

PG PROCTER & GAMBLE CO15.2K shares0.09%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-15

IBDX ISHARES TR85.1K shares-1.72%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP17.9K shares-0.58%2026-03-312026-04-15

GGG GRACO INC24.9K sharesnew addition2026-03-312026-04-15

IBDZ ISHARES TR80.4K shares-1.98%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC10.2K shares1.10%2026-03-312026-04-15

Sponsored

IBCA ISHARES TR80.8K shares5.72%2026-03-312026-04-15

IBDY ISHARES TR77.2K shares-1.80%2026-03-312026-04-15

TIP ISHARES TR17.4K shares-15.08%2026-03-312026-04-15

VBR VANGUARD INDEX FDS8.8K shares-11.92%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F35.1K shares-1.86%2026-03-312026-04-15

FHI FEDERATED HERMES INC33.1K shares35.91%2026-03-312026-04-15

HARBOR ETF TRUST HARBOR ETF TRUST79.2K shares-40.00%2026-03-312026-04-15

NEE NEXTERA ENERGY INC20.2K shares0.86%2026-03-312026-04-15

Sponsored

VBK VANGUARD INDEX FDS6.1K shares-21.71%2026-03-312026-04-15

HD HOME DEPOT INC5.6K shares-4.04%2026-03-312026-04-15

AIQ GLOBAL X FDS39.2K shares-1.83%2026-03-312026-04-15

NFLX NETFLIX INC.18.9K shares-42.78%2026-03-312026-04-15

VFMO VANGUARD WELLINGTON FD9.2K sharesnew addition2026-03-312026-04-15

PCTY PAYLOCITY HLDG CORP16.3K shares-0.18%2026-03-312026-04-15

NEM NEWMONT CORP16.0K shares-1.02%2026-03-312026-04-15

SAMM ADVISORS INNER CIRCLE FD III57.3K sharesnew addition2026-03-312026-04-15

Sponsored

MLI MUELLER INDS INC15.6K shares4.26%2026-03-312026-04-15

GSK PLC GSK PLC30.8K sharesnew addition2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR27.2K shares0.99%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP2.8K shares-2.68%2026-03-312026-04-15

IDXX IDEXX LABS INC3.0K sharesnew addition2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS6.8K shares-0.12%2026-03-312026-04-15

LOW LOWES COS INC6.9K shares10.62%2026-03-312026-04-15

CVX CHEVRON CORPORATION7.8K shares1.80%2026-03-312026-04-15

Sponsored

HON HONEYWELL INTL INC7.0K shares-0.07%2026-03-312026-04-15

HIDE EA SERIES TRUST64.4K sharesnew addition2026-03-312026-04-15

ASML ASML HLDG NV1.2K shares127.82%2026-03-312026-04-15

IWF ISHARES TR3.6K shares0.75%2026-03-312026-04-15

BBVA BANCO BILBAO VIZCAYA ARGENTA71.2K shares-49.49%2026-03-312026-04-15

TXN TEXAS INSTRS INC7.9K shares-0.39%2026-03-312026-04-15

HLN HALEON PLC151.0K sharesnew addition2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.8K shares-4.25%2026-03-312026-04-15

Sponsored

UNP UNION PAC CORP6.2K shares0.88%2026-03-312026-04-15

IWM ISHARES TR6.0K shares-12.18%2026-03-312026-04-15

BBUS J P MORGAN EXCHANGE TRADED F12.6K shares-30.34%2026-03-312026-04-15

OMFL INVESCO EXCH TRD SLF IDX FD24.6K shares-3.58%2026-03-312026-04-15

MGC VANGUARD WORLD FD6.2K shares-3.35%2026-03-312026-04-15

SU SUNCOR ENERGY INC NEW21.6K shares-12.97%2026-03-312026-04-15

FLGB FRANKLIN TEMPLETON ETF TR40.8K shares18.00%2026-03-312026-04-15

RTX RTX CORPORATION7.4K shares1.16%2026-03-312026-04-15

Sponsored

IBDR ISHARES TR57.3K shares-1.90%2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR28.1K shares-34.91%2026-03-312026-04-15

MCK MCKESSON CORP1.5K shares-9.66%2026-03-312026-04-15

VLO VALERO ENERGY CORP5.2K shares-0.15%2026-03-312026-04-15

HCA HCA HEALTHCARE INC2.7K sharesnew addition2026-03-312026-04-15

SMLL HARBOR ETF TRUST67.6K shares8.91%2026-03-312026-04-15

IBDT ISHARES TR50.5K shares-1.51%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC2.6K shares1.79%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC5.7K shares8.74%2026-03-312026-04-15

JPME J P MORGAN EXCHANGE TRADED F10.7K shares0.00%2026-03-312026-04-15

IBDS ISHARES TR50.2K shares-1.55%2026-03-312026-04-15

MUB ISHARES TR11.3K shares-0.51%2026-03-312026-04-15

IBDU ISHARES TR51.6K shares-1.93%2026-03-312026-04-15

PWR QUANTA SVCS INC2.2K shares-11.19%2026-03-312026-04-15

SO SOUTHERN CO12.2K shares-5.30%2026-03-312026-04-15

IBDV ISHARES TR53.9K shares-2.06%2026-03-312026-04-15

Sponsored

DFUS DIMENSIONAL ETF TRUST16.5K sharesnew addition2026-03-312026-04-15

IVW ISHARES TR10.1K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS3.5K shares22.65%2026-03-312026-04-15

FDL FIRST TR EXCHANGE-TRADED FD22.4K shares0.00%2026-03-312026-04-15

LAUR LAUREATE ED INC32.4K sharesnew addition2026-03-312026-04-15

MCD MCDONALDS CORP3.6K shares-17.84%2026-03-312026-04-15

QCOM QUALCOMM INC8.5K shares-0.78%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F7.9K shares0.00%2026-03-312026-04-15

Sponsored

GEV GE VERNOVA INC1.2K shares-61.01%2026-03-312026-04-15

GLD SPDR GOLD TR2.5K shares-2.81%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP1.2K sharesnew addition2026-03-312026-04-15

WSM WILLIAMS SONOMA INC5.7K shares3.34%2026-03-312026-04-15

SAN BANCO SANTANDER SA92.4K shares1.28%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC17.7K shares-0.63%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC20.5K shares6.67%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.8K shares-1.53%2026-03-312026-04-15

Sponsored

BKNG BOOKING HOLDINGS INC241 shares-13.62%2026-03-312026-04-15

INTC INTEL CORP22.5K shares3.14%2026-03-312026-04-15

WFC WELLS FARGO & CO12.4K shares-14.94%2026-03-312026-04-15

VRSN VERISIGN INC4.0K shares-59.97%2026-03-312026-04-15

FAST FASTENAL CO21.3K shares-4.15%2026-03-312026-04-15

CRTC DBX ETF TR27.5K shares1.30%2026-03-312026-04-15

META META PLATFORMS INC1.7K shares42.71%2026-03-312026-04-15

MOAT VANECK ETF TRUST9.8K shares-4.86%2026-03-312026-04-15

Sponsored

CLSE TRUST FOR PROFESSIONAL MANAG33.3K shares2.77%2026-03-312026-04-15

AEE AMEREN CORP8.4K shares2.20%2026-03-312026-04-15

JTEK J P MORGAN EXCHANGE TRADED F11.5K shares1.03%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST12.5K shares36.48%2026-03-312026-04-15

USB US BANCORP17.0K shares27.67%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC1.0K shares3.04%2026-03-312026-04-15

QTUM ETF SER SOLUTIONS8.0K shares41.73%2026-03-312026-04-15

MNST MONSTER BEVERAGE CORP NEW11.8K sharesnew addition2026-03-312026-04-15

Sponsored

XLY SELECT SECTOR SPDR TR7.7K shares0.00%2026-03-312026-04-15

D DOMINION ENERGY INC13.2K shares-0.21%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS1.0K sharesnew addition2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS5.4K shares-1.82%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS16.0K shares0.00%2026-03-312026-04-15

IWD ISHARES TR3.7K shares1.66%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC2.9K shares-5.17%2026-03-312026-04-15

SFLR INNOVATOR ETFS TRUST21.8K shares-6.94%2026-03-312026-04-15

Sponsored

APD AIR PRODUCTS AND CHEMICALS I2.6K shares-3.84%2026-03-312026-04-15

AWK AMERICAN WTR WKS CO INC NEW5.6K shares-6.60%2026-03-312026-04-15

MEDP MEDPACE HLDGS INC1.6K shares-6.92%2026-03-312026-04-15

SSNC SS&C TECH HLDGS10.9K shares-19.83%2026-03-312026-04-15

SUB ISHARES TR6.7K shares1.02%2026-03-312026-04-15

CAT CATERPILLAR INC1.0K shares-15.95%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR4.8K shares-77.16%2026-03-312026-04-15

PTC PTC INC4.9K shares1.66%2026-03-312026-04-15

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC2.4K shares-28.10%2026-03-312026-04-15

ORCL ORACLE CORP4.6K shares11.71%2026-03-312026-04-15

ET ENERGY TRANSFER L P35.2K shares-15.13%2026-03-312026-04-15

ASTS AST SPACEMOBILE INC8.1K shares62.67%2026-03-312026-04-15

ALNY ALNYLAM PHARMACEUTICALS INC2.0K shares0.59%2026-03-312026-04-15

PEP PEPSICO INC4.2K shares9.51%2026-03-312026-04-15

SKYY FIRST TR EXCHANGE-TRADED FD6.0K shares11.45%2026-03-312026-04-15

ATGE COVISTA INC5.6K shares-28.40%2026-03-312026-04-15

Sponsored

CAH CARDINAL HEALTH INC2.9K sharesnew addition2026-03-312026-04-15

NYT NEW YORK TIMES CO MTN BE7.2K sharesnew addition2026-03-312026-04-15

VPU VANGUARD WORLD FD3.0K shares0.64%2026-03-312026-04-15

ESGU ISHARES TR4.1K shares0.00%2026-03-312026-04-15

CMI CUMMINS INC1.1K shares28.89%2026-03-312026-04-15

CUK CARNIVAL PLC22.3K shares-83.84%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR997 shares5.28%2026-03-312026-04-15

PCAR PACCAR INC5.0K shares0.87%2026-03-312026-04-15

Sponsored

FTNT FORTINET INC6.9K shares-10.82%2026-03-312026-04-15

ACWI ISHARES TR4.1K shares0.00%2026-03-312026-04-15

PAYC PAYCOM SOFTWARE INC4.6K shares-7.19%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC7.8K shares-2.25%2026-03-312026-04-15

AVAV AEROVIRONMENT INC3.0K shares51.82%2026-03-312026-04-15

SHLD GLOBAL X FDS7.8K sharesnew addition2026-03-312026-04-15

ADI ANALOG DEVICES INC1.7K shares1.30%2026-03-312026-04-15

AIRR FIRST TR EXCHANGE TRADED FD4.8K shares-15.59%2026-03-312026-04-15

Sponsored

XLI SELECT SECTOR SPDR TR3.3K shares0.00%2026-03-312026-04-15

SHV ISHARES TR4.8K shares-9.10%2026-03-312026-04-15

DTCR GLOBAL X FDS21.9K shares-25.47%2026-03-312026-04-15

PFE PFIZER INC18.6K shares24.08%2026-03-312026-04-15

FINX GLOBAL X FDS22.5K shares25.33%2026-03-312026-04-15

CRM SALESFORCE INC2.8K shares-34.54%2026-03-312026-04-15

BOTZ GLOBAL X FDS15.4K shares-18.87%2026-03-312026-04-15

INTU INTUIT1.2K shares-19.88%2026-03-312026-04-15

Sponsored

PATH UIPATH INC44.9K shares-1.58%2026-03-312026-04-15

AOR ISHARES TR7.7K shares-9.42%2026-03-312026-04-15

VST VISTRA CORP3.3K sharesnew addition2026-03-312026-04-15

VRT VERTIV HOLDINGS CO1.9K shares19.56%2026-03-312026-04-15

VOT VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-15

PBE INVESCO EXCHANGE TRADED FD T5.9K shares79.94%2026-03-312026-04-15

DIS DISNEY WALT CO4.8K shares-8.40%2026-03-312026-04-15

FN FABRINET887 shares43.53%2026-03-312026-04-15

Sponsored

URA GLOBAL X FDS9.5K shares-14.97%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS761 shares2.01%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC4.6K shares4.13%2026-03-312026-04-15

SNA SNAP ON INC1.2K shares-17.60%2026-03-312026-04-15

T AT&T INC15.2K shares10.96%2026-03-312026-04-15

EA SERIES TRUST EA SERIES TRUST15.8K sharesnew addition2026-03-312026-04-15

KO COCA COLA CO5.6K shares0.36%2026-03-312026-04-15

EMR EMERSON ELEC CO3.2K shares-1.58%2026-03-312026-04-15

Sponsored

SOFI SOFI TECHNOLOGIES INC26.4K shares-0.06%2026-03-312026-04-15

ECL ECOLAB INC1.6K shares-33.04%2026-03-312026-04-15

WM WASTE MGMT INC DEL1.8K shares4.06%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F7.2K shares-86.82%2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO1.8K shares1.22%2026-03-312026-04-15

HERO GLOBAL X FDS15.2K shares-30.20%2026-03-312026-04-15

MUNI PIMCO ETF TR7.5K sharesnew addition2026-03-312026-04-15

PM PHILIP MORRIS INTL INC2.4K shares1.81%2026-03-312026-04-15

Sponsored

COIN COINBASE GLOBAL INC2.2K shares3.92%2026-03-312026-04-15

DHR DANAHER CORP DEL2.0K shares31.46%2026-03-312026-04-15

BAC BANK AMERICA CORP7.7K shares-4.70%2026-03-312026-04-15

AMGN AMGEN INC1.1K shares-22.78%2026-03-312026-04-15

EEM ISHARES TR6.5K shares-0.93%2026-03-312026-04-15

TGT TARGET CORP3.0K shares30.09%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC375 shares3.59%2026-03-312026-04-15

CBOE CBOE GLOBAL MKTS INC1.3K shares2.50%2026-03-312026-04-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F6.9K shares0.00%2026-03-312026-04-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC4.6K sharesnew addition2026-03-312026-04-15

ADM ARCHER DANIELS MIDLAND CO4.8K shares3.31%2026-03-312026-04-15

IQV IQVIA HLDGS INC2.0K shares-9.33%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L9.0K shares-34.07%2026-03-312026-04-15

IBMR ISHARES TR13.4K shares4.56%2026-03-312026-04-15

IBMQ ISHARES TR12.8K shares5.53%2026-03-312026-04-15

TPR TAPESTRY INC2.3K shares1.54%2026-03-312026-04-15

Sponsored

ARKK ARK ETF TR4.8K shares0.36%2026-03-312026-04-15

PAVE GLOBAL X FDS6.3K shares2.12%2026-03-312026-04-15

ASAN ASANA INC50.1K shares67.11%2026-03-312026-04-15

XT ISHARES TR4.6K shares-21.36%2026-03-312026-04-15

CTA SIMPLIFY EXCHANGE TRADED FUN10.4K shares-93.69%2026-03-312026-04-15

IBMP ISHARES TR12.3K shares10.84%2026-03-312026-04-15

VXUS VANGUARD STAR FDS4.0K shares0.00%2026-03-312026-04-15

IBMO ISHARES TR12.0K shares-22.01%2026-03-312026-04-15

Sponsored

COP CONOCOPHILLIPS2.3K sharesnew addition2026-03-312026-04-15

RECS COLUMBIA ETF TR I7.8K shares-97.44%2026-03-312026-04-15

DE DEERE & CO532 shares4.72%2026-03-312026-04-15

AOM ISHARES TR6.3K shares-7.66%2026-03-312026-04-15

NRG NRG ENERGY INC2.0K shares-22.51%2026-03-312026-04-15

IVE ISHARES TR1.4K shares0.00%2026-03-312026-04-15

RSG REPUBLIC SVCS INC1.3K shares10.96%2026-03-312026-04-15

QUAL ISHARES TR1.5K shares0.00%2026-03-312026-04-15

Sponsored

GE AEROSPACE GE AEROSPACE1.0K shares0.88%2026-03-312026-04-15

OKE ONEOK INC NEW3.2K shares-5.20%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD4.6K shares0.09%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR3.2K shares-87.39%2026-03-312026-04-15

RF REGIONS FINANCIAL CORP NEW10.8K shares1.17%2026-03-312026-04-15

PLD PROLOGIS INC.2.1K shares1.28%2026-03-312026-04-15

BUG GLOBAL X FDS11.1K shares67.64%2026-03-312026-04-15

CX CEMEX SA EURO MTN BE 144A24.2K shares1.90%2026-03-312026-04-15

Sponsored

BSV VANGUARD BD INDEX FDS3.5K shares-67.38%2026-03-312026-04-15

SNOW SNOWFLAKE INC1.8K shares3.33%2026-03-312026-04-15

IBMS ISHARES TR10.6K shares4.89%2026-03-312026-04-15

VIS VANGUARD WORLD FD867 shares0.00%2026-03-312026-04-15

INOD INNODATA INC7.0K sharesnew addition2026-03-312026-04-15

EFA ISHARES TR2.8K shares0.00%2026-03-312026-04-15

IWR ISHARES TR2.8K shares2.19%2026-03-312026-04-15

MT ARCELORMITTAL SA LUXEMBOURG5.1K shares-22.71%2026-03-312026-04-15

Sponsored

SHOP SHOPIFY INC2.2K sharesnew addition2026-03-312026-04-15

IJR ISHARES TR2.1K shares0.24%2026-03-312026-04-15

PAA PLAINS ALL AMERN PIPELINE L11.6K shares0.00%2026-03-312026-04-15

HALO HALOZYME THERAPEUTICS INC3.7K shares-10.11%2026-03-312026-04-15

ABT ABBOTT LABORATORIES2.3K shares-21.35%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN1.2K shares22.29%2026-03-312026-04-15

MPLX MPLX LP4.1K shares0.00%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP830 sharesnew addition2026-03-312026-04-15

Sponsored

SMMU PIMCO ETF TR4.6K sharesnew addition2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC2.0K shares6.35%2026-03-312026-04-15

ULTA ULTA BEAUTY INC431 shares0.00%2026-03-312026-04-15

INCO COLUMBIA ETF TR II4.1K shares16.78%2026-03-312026-04-15

SIHY HARBOR ETF TRUST5.0K shares-89.49%2026-03-312026-04-15

LMB LIMBACH HLDGS INC2.9K shares0.07%2026-03-312026-04-15

WES WESTERN MIDSTREAM PARTNERS L5.4K shares0.00%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC1.7K sharesnew addition2026-03-312026-04-15

Sponsored

PBR PETROLEO BRASILEIRO S A10.7K shares-87.99%2026-03-312026-04-15

VOX VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC615 sharesnew addition2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC1.0K sharesnew addition2026-03-312026-04-15

CLOU GLOBAL X FDS10.8K shares0.00%2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS2.7K shares0.00%2026-03-312026-04-15

MMM 3M CO1.4K shares3.87%2026-03-312026-04-15

CBSH COMMERCE BANCSHARES INC4.3K sharesnew addition2026-03-312026-04-15

Sponsored

RMD RESMED INC910 shares-14.79%2026-03-312026-04-15

ROST ROSS STORES INC938 sharesnew addition2026-03-312026-04-15

AEM AGNICO EAGLE MINES LTD1.0K sharesnew addition2026-03-312026-04-15

DGIN VANECK ETF TRUST6.5K shares9.76%2026-03-312026-04-15

ALV AUTOLIV INC1.9K shares-86.77%2026-03-312026-04-15

ING ING GROEP N.V.7.7K shares1.63%2026-03-312026-04-15

NAD NUVEEN QUALITY MUNCP INCOME16.6K shares0.00%2026-03-312026-04-15

CLSK CLEANSPARK INC20.3K shares0.28%2026-03-312026-04-15

Sponsored

BOIL PROSHARES TR II10.2K shares14.92%2026-03-312026-04-15

NVTS NAVITAS SEMICONDUCTOR CORP10.1K sharesnew addition2026-03-312026-04-15

SERV SERVE ROBOTICS INC10.2K sharesnew addition2026-03-312026-04-15

SOUN SOUNDHOUND AI INC10.0K sharesnew addition2026-03-312026-04-15

ADT ADT INC DEL10.2K shares-90.42%2026-03-312026-04-15

IEFA

ISHARES TR

2.86%

Shares432.0K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

37.20%

Shares547.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

5.27%

Shares163.1K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

2.63%

Shares104.6K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

4.41%

Shares66.5K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-0.17%

Shares59.0K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-0.85%

Shares31.5K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-7.50%

Shares34.2K

Event2026-03-31

Filed2026-04-15

VISA INC

-1.07%

Shares46.9K

Event2026-03-31

Filed2026-04-15

INFO

HARBOR ETF TRUST

-12.45%

Shares602.7K

Event2026-03-31

Filed2026-04-15

SHY

ISHARES TR

404.35%

Shares155.7K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

-37.81%

Shares167.3K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

3.02%

Shares41.0K

Event2026-03-31

Filed2026-04-15

FNDX

SCHWAB STRATEGIC TR

-15.79%

Shares407.5K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

-17.54%

Shares372.6K

Event2026-03-31

Filed2026-04-15

WINN

HARBOR ETF TRUST

30.55%

Shares368.6K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-1.90%

Shares48.4K

Event2026-03-31

Filed2026-04-15

DFGP

DIMENSIONAL ETF TRUST

21.79%

Shares184.4K

Event2026-03-31

Filed2026-04-15

SAMT

ADVISORS INNER CIRCLE FD III

-13.94%

Shares250.1K

Event2026-03-31

Filed2026-04-15

HELO

J P MORGAN EXCHANGE TRADED F

888.20%

Shares144.8K

Event2026-03-31

Filed2026-04-15

VGIT

VANGUARD SCOTTSDALE FDS

35.36%

Shares151.0K

Event2026-03-31

Filed2026-04-15

BND

VANGUARD BD INDEX FDS

-8.00%

Shares119.2K

Event2026-03-31

Filed2026-04-15

INVESCO EXCH TRADED FD TR II

New

Shares116.9K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-3.23%

Shares28.1K

Event2026-03-31

Filed2026-04-15

NVS

NOVARTIS AG

8.42%

Shares50.6K

Event2026-03-31

Filed2026-04-15

GLDM

WORLD GOLD TR

-7.77%

Shares83.4K

Event2026-03-31

Filed2026-04-15

DUHP

DIMENSIONAL ETF TRUST

-7.57%

Shares210.0K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

46.02%

Shares22.5K

Event2026-03-31

Filed2026-04-15

JPST

J P MORGAN EXCHANGE TRADED F

7.60%

Shares150.3K

Event2026-03-31

Filed2026-04-15

OSEA

HARBOR ETF TRUST

7.95%

Shares262.4K

Event2026-03-31

Filed2026-04-15

DFAE

DIMENSIONAL ETF TRUST

22.03%

Shares222.4K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-19.83%

Shares59.3K

Event2026-03-31

Filed2026-04-15

SHEL

SHELL PLC

47.99%

Shares79.2K

Event2026-03-31

Filed2026-04-15

DCOR

DIMENSIONAL ETF TRUST

-9.00%

Shares97.8K

Event2026-03-31

Filed2026-04-15

MASTERCARD INCORPORATED

1.49%

Shares14.0K

Event2026-03-31

Filed2026-04-15

DFAC

DIMENSIONAL ETF TRUST

-8.96%

Shares178.2K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

15.29%

Shares71.4K

Event2026-03-31

Filed2026-04-15

HAPI

HARBOR ETF TRUST

14.02%

Shares169.0K

Event2026-03-31

Filed2026-04-15

USIG

ISHARES TR

1.77%

Shares130.4K

Event2026-03-31

Filed2026-04-15

HARBOR ETF TRUST

17.04%

Shares162.5K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

7.80%

Shares27.0K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-42.78%

Shares24.9K

Event2026-03-31

Filed2026-04-15

HGER

HARBOR ETF TRUST

New

Shares195.6K

Event2026-03-31

Filed2026-04-15

CSCO

CISCO SYS INC

0.27%

Shares77.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

8.79%

Shares20.1K

Event2026-03-31

Filed2026-04-15

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares97.4K

Event2026-03-31

Filed2026-04-15

JQUA

J P MORGAN EXCHANGE TRADED F

286.37%

Shares90.8K

Event2026-03-31

Filed2026-04-15

ALTRIA GROUP INC

-32.07%

Shares79.2K

Event2026-03-31

Filed2026-04-15

DFIC

DIMENSIONAL ETF TRUST

1.36%

Shares142.8K

Event2026-03-31

Filed2026-04-15

XLF

SELECT SECTOR SPDR TR

-38.73%

Shares102.7K

Event2026-03-31

Filed2026-04-15

EWJ

ISHARES INC

110.55%

Shares53.0K

Event2026-03-31

Filed2026-04-15

MICRON TECHNOLOGY INC

391.86%

Shares13.1K

Event2026-03-31

Filed2026-04-15

XLK

SELECT SECTOR SPDR TR

37.92%

Shares32.0K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

179.93%

Shares34.3K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

1.46%

Shares4.0K

Event2026-03-31

Filed2026-04-15

XLC

SELECT SECTOR SPDR TR

-6.27%

Shares35.4K

Event2026-03-31

Filed2026-04-15

HARBOR ETF TRUST

110.94%

Shares149.7K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

28.70%

Shares17.7K

Event2026-03-31

Filed2026-04-15

SAGP

ADVISORS INNER CIRCLE FD III

656.62%

Shares109.2K

Event2026-03-31

Filed2026-04-15

DIHP

DIMENSIONAL ETF TRUST

6.16%

Shares115.6K

Event2026-03-31

Filed2026-04-15

TJX

TJX COS INC NEW

-0.44%

Shares23.1K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

-16.67%

Shares18.4K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-6.09%

Shares20.9K

Event2026-03-31

Filed2026-04-15

TE CONNECTIVITY PLC

18.21%

Shares16.7K

Event2026-03-31

Filed2026-04-15

JBL

JABIL INC

-18.19%

Shares13.1K

Event2026-03-31

Filed2026-04-15

HARBOR ETF TRUST

New

Shares114.7K

Event2026-03-31

Filed2026-04-15

CENCORA INC

-0.26%

Shares10.7K

Event2026-03-31

Filed2026-04-15

TOLL

TEMA ETF TRUST

New

Shares98.5K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

3.13%

Shares47.6K

Event2026-03-31

Filed2026-04-15

ARISTA NETWORKS INC

-0.60%

Shares24.8K

Event2026-03-31

Filed2026-04-15

ABEV

AMBEV SA

10.43%

Shares1.0M

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-3.26%

Shares13.8K

Event2026-03-31

Filed2026-04-15

XLP

SELECT SECTOR SPDR TR

New

Shares35.2K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-15

SYF

SYNCHRONY FINANCIAL

9.08%

Shares41.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

3.69%

Shares4.4K

Event2026-03-31

Filed2026-04-15

GENERAL DYNAMICS CORP

359.77%

Shares8.1K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-15

PLTR

PALANTIR TECHNOLOGIES INC

7.71%

Shares18.7K

Event2026-03-31

Filed2026-04-15

AMAT

APPLIED MATLS INC

8.54%

Shares7.7K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

New

Shares9.1K

Event2026-03-31

Filed2026-04-15

RAAX

VANECK ETF TRUST

New

Shares62.8K

Event2026-03-31

Filed2026-04-15

CTSH

COGNIZANT TECHNOLOGY SOLUTIO

New

Shares41.0K

Event2026-03-31

Filed2026-04-15

AOA

ISHARES TR

-2.77%

Shares27.8K

Event2026-03-31

Filed2026-04-15

FTI

TECHNIPFMC PLC

-9.26%

Shares34.4K

Event2026-03-31

Filed2026-04-15

IBDW

ISHARES TR

0.18%

Shares111.5K

Event2026-03-31

Filed2026-04-15

LLY

ELI LILLY & CO

8.73%

Shares2.5K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

11.33%

Shares6.1K

Event2026-03-31

Filed2026-04-15

APH

AMPHENOL CORP

New

Shares18.0K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

0.09%

Shares15.2K

Event2026-03-31

Filed2026-04-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-15

IBDX

ISHARES TR

-1.72%

Shares85.1K

Event2026-03-31

Filed2026-04-15

BANK NEW YORK MELLON CORP

-0.58%

Shares17.9K

Event2026-03-31

Filed2026-04-15

GGG

GRACO INC

New

Shares24.9K

Event2026-03-31

Filed2026-04-15

IBDZ

ISHARES TR

-1.98%

Shares80.4K

Event2026-03-31

Filed2026-04-15

AMD

ADVANCED MICRO DEVICES INC

1.10%

Shares10.2K

Event2026-03-31

Filed2026-04-15

IBCA

ISHARES TR

5.72%

Shares80.8K

Event2026-03-31

Filed2026-04-15

IBDY

ISHARES TR

-1.80%

Shares77.2K

Event2026-03-31

Filed2026-04-15

TIP

ISHARES TR

-15.08%

Shares17.4K

Event2026-03-31

Filed2026-04-15

VBR

VANGUARD INDEX FDS

-11.92%

Shares8.8K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

-1.86%

Shares35.1K

Event2026-03-31

Filed2026-04-15

FHI

FEDERATED HERMES INC

35.91%

Shares33.1K

Event2026-03-31

Filed2026-04-15

HARBOR ETF TRUST

-40.00%

Shares79.2K

Event2026-03-31

Filed2026-04-15

NEE

NEXTERA ENERGY INC

0.86%

Shares20.2K

Event2026-03-31

Filed2026-04-15

VBK

VANGUARD INDEX FDS

-21.71%

Shares6.1K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-4.04%

Shares5.6K

Event2026-03-31

Filed2026-04-15

AIQ

GLOBAL X FDS

-1.83%

Shares39.2K

Event2026-03-31

Filed2026-04-15

NFLX

NETFLIX INC.

-42.78%

Shares18.9K

Event2026-03-31

Filed2026-04-15

VFMO

VANGUARD WELLINGTON FD

New

Shares9.2K

Event2026-03-31

Filed2026-04-15

PCTY

PAYLOCITY HLDG CORP

-0.18%

Shares16.3K

Event2026-03-31

Filed2026-04-15

NEM

NEWMONT CORP

-1.02%

Shares16.0K

Event2026-03-31

Filed2026-04-15

SAMM

ADVISORS INNER CIRCLE FD III

New

Shares57.3K

Event2026-03-31

Filed2026-04-15

MLI

MUELLER INDS INC

4.26%

Shares15.6K

Event2026-03-31

Filed2026-04-15

GSK PLC

New

Shares30.8K

Event2026-03-31

Filed2026-04-15

XLE

SELECT SECTOR SPDR TR

0.99%

Shares27.2K

Event2026-03-31

Filed2026-04-15

LMT

LOCKHEED MARTIN CORP

-2.68%

Shares2.8K

Event2026-03-31

Filed2026-04-15

IDXX

IDEXX LABS INC

New

Shares3.0K

Event2026-03-31

Filed2026-04-15

IBM

INTERNATIONAL BUSINESS MACHS

-0.12%

Shares6.8K

Event2026-03-31

Filed2026-04-15

LOW

LOWES COS INC

10.62%

Shares6.9K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

1.80%

Shares7.8K

Event2026-03-31

Filed2026-04-15

HON

HONEYWELL INTL INC

-0.07%

Shares7.0K

Event2026-03-31

Filed2026-04-15

HIDE

EA SERIES TRUST

New

Shares64.4K

Event2026-03-31

Filed2026-04-15

ASML

ASML HLDG NV

127.82%

Shares1.2K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

0.75%

Shares3.6K

Event2026-03-31

Filed2026-04-15

BBVA

BANCO BILBAO VIZCAYA ARGENTA

-49.49%

Shares71.2K

Event2026-03-31

Filed2026-04-15

TXN

TEXAS INSTRS INC

-0.39%

Shares7.9K

Event2026-03-31

Filed2026-04-15

HLN

HALEON PLC

New

Shares151.0K

Event2026-03-31

Filed2026-04-15

INVESCO EXCHANGE TRADED FD T

-4.25%

Shares7.8K

Event2026-03-31

Filed2026-04-15

UNP

UNION PAC CORP

0.88%

Shares6.2K

Event2026-03-31

Filed2026-04-15

IWM

ISHARES TR

-12.18%

Shares6.0K

Event2026-03-31

Filed2026-04-15

BBUS

J P MORGAN EXCHANGE TRADED F

-30.34%

Shares12.6K

Event2026-03-31

Filed2026-04-15

OMFL

INVESCO EXCH TRD SLF IDX FD

-3.58%

Shares24.6K

Event2026-03-31

Filed2026-04-15

MGC

VANGUARD WORLD FD

-3.35%

Shares6.2K

Event2026-03-31

Filed2026-04-15

SUNCOR ENERGY INC NEW

-12.97%

Shares21.6K

Event2026-03-31

Filed2026-04-15

FLGB

FRANKLIN TEMPLETON ETF TR

18.00%

Shares40.8K

Event2026-03-31

Filed2026-04-15

RTX

RTX CORPORATION

1.16%

Shares7.4K

Event2026-03-31

Filed2026-04-15

IBDR

ISHARES TR

-1.90%

Shares57.3K

Event2026-03-31

Filed2026-04-15

FNDF

SCHWAB STRATEGIC TR

-34.91%

Shares28.1K

Event2026-03-31

Filed2026-04-15

MCK

MCKESSON CORP

-9.66%

Shares1.5K

Event2026-03-31

Filed2026-04-15

VLO

VALERO ENERGY CORP

-0.15%

Shares5.2K

Event2026-03-31

Filed2026-04-15

HCA

HCA HEALTHCARE INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-15

SMLL

HARBOR ETF TRUST

8.91%

Shares67.6K

Event2026-03-31

Filed2026-04-15

IBDT

ISHARES TR

-1.51%

Shares50.5K

Event2026-03-31

Filed2026-04-15

TMO

THERMO FISHER SCIENTIFIC INC

1.79%

Shares2.6K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

8.74%

Shares5.7K

Event2026-03-31

Filed2026-04-15

JPME

J P MORGAN EXCHANGE TRADED F

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-15

IBDS

ISHARES TR

-1.55%

Shares50.2K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

-0.51%

Shares11.3K

Event2026-03-31

Filed2026-04-15

IBDU

ISHARES TR

-1.93%

Shares51.6K

Event2026-03-31

Filed2026-04-15

PWR

QUANTA SVCS INC

-11.19%

Shares2.2K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

-5.30%

Shares12.2K

Event2026-03-31

Filed2026-04-15

IBDV

ISHARES TR

-2.06%

Shares53.9K

Event2026-03-31

Filed2026-04-15

DFUS

DIMENSIONAL ETF TRUST

New

Shares16.5K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

22.65%

Shares3.5K

Event2026-03-31

Filed2026-04-15

FDL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares22.4K

Event2026-03-31

Filed2026-04-15

LAUR

LAUREATE ED INC

New

Shares32.4K

Event2026-03-31

Filed2026-04-15

MCD

MCDONALDS CORP

-17.84%

Shares3.6K

Event2026-03-31

Filed2026-04-15

QCOM

QUALCOMM INC

-0.78%

Shares8.5K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

0.00%

Shares7.9K

Event2026-03-31

Filed2026-04-15

GEV

GE VERNOVA INC

-61.01%

Shares1.2K

Event2026-03-31

Filed2026-04-15

GLD

SPDR GOLD TR

-2.81%

Shares2.5K

Event2026-03-31

Filed2026-04-15

PARKER-HANNIFIN CORP

New

Shares1.2K

Event2026-03-31

Filed2026-04-15

WSM

WILLIAMS SONOMA INC

3.34%

Shares5.7K

Event2026-03-31

Filed2026-04-15

SAN

BANCO SANTANDER SA

1.28%

Shares92.4K

Event2026-03-31

Filed2026-04-15

FCX

FREEPORT MCMORAN INC

-0.63%

Shares17.7K

Event2026-03-31

Filed2026-04-15

VERIZON COMMUNICATIONS INC

6.67%

Shares20.5K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

-1.53%

Shares7.8K

Event2026-03-31

Filed2026-04-15

BKNG

BOOKING HOLDINGS INC

-13.62%

Shares241

Event2026-03-31

Filed2026-04-15

INTC

INTEL CORP

3.14%

Shares22.5K

Event2026-03-31

Filed2026-04-15

WFC

WELLS FARGO & CO

-14.94%

Shares12.4K

Event2026-03-31

Filed2026-04-15

VRSN

VERISIGN INC

-59.97%

Shares4.0K

Event2026-03-31

Filed2026-04-15

FAST

FASTENAL CO

-4.15%

Shares21.3K

Event2026-03-31

Filed2026-04-15

CRTC

DBX ETF TR

1.30%

Shares27.5K

Event2026-03-31

Filed2026-04-15