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The Analysis of ARMSTRONG ADVISORY GROUP, INC's Holdings & P&L

Currently, ARMSTRONG ADVISORY GROUP, INC holds 958 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in IVV (+185.7K shares, valued at $121.3M), SCHP (+2.8M shares, valued at $73.7M), VBIL (+560.7K shares, valued at $42.4M); decreased their positions in IEF (-687.6K shares, valued at $65.6M), SPYM (-529.9K shares, valued at $40.6M), EMXC (-444.8K shares, valued at $35.0M); initiated new positions in SPYV (+324.1K shares, valued at $18.3M), BCI (+396.1K shares, valued at $9.6M), RSPA (+19.2K shares, valued at $962.3K).

1M P&L

+40.8M+2.71%

3M P&L

-604.3M-28.06%

HY P&L

-555.3M-26.39%

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/A1.3B

89.9%

2Consumer Electronics19.5M

1.4%

3Software - Infrastructure13.0M

0.9%

Top Industries by Stock Count

1N/A293 stocks

33.3%

2Software - Application23 stocks

2.6%

3Utilities - Regulated Electric20 stocks

2.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR424.2K shares77.88%2026-03-312026-04-10

IEI ISHARES TR1.1M shares9.72%2026-03-312026-04-10

VBIL VANGUARD INSTL INDEX FD1.2M shares84.36%2026-03-312026-04-10

SCHP SCHWAB STRATEGIC TR3.4M shares434.27%2026-03-312026-04-10

VGT VANGUARD WORLD FD127.8K shares-14.72%2026-03-312026-04-10

SCHK SCHWAB STRATEGIC TR2.5M shares-1.94%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS843.1K shares-33.06%2026-03-312026-04-10

VGSH VANGUARD SCOTTSDALE FDS661.2K shares22.87%2026-03-312026-04-10

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VOX VANGUARD WORLD FD186.3K shares-1.76%2026-03-312026-04-10

VHT VANGUARD WORLD FD116.9K shares-6.04%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR286.4K shares-7.07%2026-03-312026-04-10

EWZ ISHARES INC732.5K shares-42.62%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR156.1K shares-6.23%2026-03-312026-04-10

SPY STATE STR SPDR S&P 500 ETF T34.9K shares0.27%2026-03-312026-04-10

SPXT PROSHARES TR220.0K shares60.78%2026-03-312026-04-10

SPHQ INVESCO EXCHANGE TRADED FD T286.8K shares403881.69%2026-03-312026-04-10

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T112.3K shares6319.55%2026-03-312026-04-10

AAPL APPLE INC77.0K shares-4.61%2026-03-312026-04-10

SPYV SPDR SERIES TRUST324.1K sharesnew addition2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR350.1K shares-58.36%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR195.3K shares-9.13%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR239.7K shares-6.23%2026-03-312026-04-10

XAR SPDR SERIES TRUST46.4K shares85.42%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL23.0K shares-0.41%2026-03-312026-04-10

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MSFT MICROSOFT CORP27.5K shares-0.75%2026-03-312026-04-10

BCI ABRDN ETFS396.1K sharesnew addition2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR186.3K shares-12.07%2026-03-312026-04-10

AMZN AMAZON COM INC35.3K shares-0.53%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS11.8K shares-1.17%2026-03-312026-04-10

LLY ELI LILLY & CO6.8K shares-17.60%2026-03-312026-04-10

XLRE SELECT SECTOR SPDR TR143.9K shares-6.70%2026-03-312026-04-10

XLB SELECT SECTOR SPDR TR115.0K shares-3.73%2026-03-312026-04-10

Sponsored

INVESCO QQQ TR INVESCO QQQ TR9.6K shares3.41%2026-03-312026-04-10

XOP SPDR SERIES TRUST29.7K shares10606.14%2026-03-312026-04-10

NVDA NVIDIA CORPORATION30.4K shares-0.28%2026-03-312026-04-10

SPYM SPDR SERIES TRUST67.1K shares-88.77%2026-03-312026-04-10

DE DEERE & CO9.0K shares-0.31%2026-03-312026-04-10

TJX TJX COS INC NEW31.3K shares0.01%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS32.0K shares0.72%2026-03-312026-04-10

SGOV ISHARES TR45.1K shares-16.35%2026-03-312026-04-10

Sponsored

CPRT COPART INC124.4K shares-6.97%2026-03-312026-04-10

XOM EXXON MOBIL CORP21.4K shares-5.81%2026-03-312026-04-10

GLD SPDR GOLD TR8.0K shares-7.12%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC34.5K shares-16.36%2026-03-312026-04-10

VXF VANGUARD INDEX FDS16.3K shares-6.18%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS14.7K shares-0.20%2026-03-312026-04-10

KO COCA COLA CO41.3K shares-13.67%2026-03-312026-04-10

GOVT ISHARES TR128.0K shares-4.95%2026-03-312026-04-10

Sponsored

TLTW ISHARES TR118.8K shares25.59%2026-03-312026-04-10

JEPI J P MORGAN EXCHANGE TRADED F47.0K shares-5.80%2026-03-312026-04-10

VCSH VANGUARD SCOTTSDALE FDS30.4K shares9.80%2026-03-312026-04-10

PFF ISHARES TR73.7K shares3.50%2026-03-312026-04-10

LQDW ISHARES TR92.3K shares36.37%2026-03-312026-04-10

VXUS VANGUARD STAR FDS27.4K shares31.46%2026-03-312026-04-10

XYLD GLOBAL X FDS54.0K shares2.56%2026-03-312026-04-10

AIQ GLOBAL X FDS43.4K shares-5.33%2026-03-312026-04-10

Sponsored

ABBV ABBVIE INC9.3K shares-1.59%2026-03-312026-04-10

AGG ISHARES TR19.6K shares38.06%2026-03-312026-04-10

WM WASTE MGMT INC DEL8.4K shares-1.19%2026-03-312026-04-10

IEF ISHARES TR19.4K shares-97.25%2026-03-312026-04-10

VTI VANGUARD INDEX FDS5.7K shares-3.16%2026-03-312026-04-10

ALPHABET INC ALPHABET INC6.1K shares2.55%2026-03-312026-04-10

ORCL ORACLE CORP11.5K shares-1.01%2026-03-312026-04-10

VTEB VANGUARD MUN BD FDS33.9K shares1.07%2026-03-312026-04-10

Sponsored

GSLC GOLDMAN SACHS ETF TR13.1K shares-3.54%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC32.7K shares7.23%2026-03-312026-04-10

DTCR GLOBAL X FDS67.3K shares38.65%2026-03-312026-04-10

WMT WALMART INC12.8K shares-0.52%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR61.3K shares158.99%2026-03-312026-04-10

ALPHABET INC ALPHABET INC5.3K shares1.74%2026-03-312026-04-10

CAT CATERPILLAR INC2.1K shares0.98%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO4.7K shares-4.63%2026-03-312026-04-10

Sponsored

BAC BANK AMERICA CORP28.3K shares-0.42%2026-03-312026-04-10

IJH ISHARES TR20.1K shares-6.71%2026-03-312026-04-10

HD HOME DEPOT INC4.0K shares-0.42%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON5.3K shares-3.02%2026-03-312026-04-10

DVYE ISHARES INC35.0K shares-13.98%2026-03-312026-04-10

NANR SPDR INDEX SHS FDS14.2K shares10.32%2026-03-312026-04-10

LONZ PIMCO ETF TR23.6K shares1.93%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE3.9K shares-5.59%2026-03-312026-04-10

Sponsored

VGIT VANGUARD SCOTTSDALE FDS18.6K shares4.38%2026-03-312026-04-10

USMV ISHARES TR11.6K shares-1.76%2026-03-312026-04-10

SPYD SPDR SERIES TRUST23.6K shares7.51%2026-03-312026-04-10

RTX RTX CORPORATION5.5K shares2.43%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION1.1K shares-10.25%2026-03-312026-04-10

MCD MCDONALDS CORP3.4K shares2.56%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC7.9K shares-5.92%2026-03-312026-04-10

GEV GE VERNOVA INC1.2K shares10.80%2026-03-312026-04-10

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares6.21%2026-03-312026-04-10

SDY SPDR SERIES TRUST6.9K shares0.01%2026-03-312026-04-10

ED CONSOLIDATED EDISON INC8.7K shares0.02%2026-03-312026-04-10

CVX CHEVRON CORPORATION4.7K shares3.84%2026-03-312026-04-10

RSPA INVESCO ACTIVELY MANAGED EXC19.2K sharesnew addition2026-03-312026-04-10

T AT&T INC32.8K shares-9.86%2026-03-312026-04-10

MTUM ISHARES TR4.0K shares0.03%2026-03-312026-04-10

PG PROCTER & GAMBLE CO6.6K shares-1.31%2026-03-312026-04-10

Sponsored

VUG VANGUARD INDEX FDS2.1K shares4.18%2026-03-312026-04-10

HON HONEYWELL INTL INC4.0K shares0.00%2026-03-312026-04-10

BROADCOM INC BROADCOM INC2.8K shares8.11%2026-03-312026-04-10

CB CHUBB LTD SWITZ2.6K shares1130.66%2026-03-312026-04-10

IDV ISHARES TR19.7K shares1.82%2026-03-312026-04-10

BNO UNITED STS BRENT OIL FD LP16.0K sharesnew addition2026-03-312026-04-10

SPHY SPDR SERIES TRUST35.6K shares-12.46%2026-03-312026-04-10

ADI ANALOG DEVICES INC2.6K shares0.00%2026-03-312026-04-10

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares-1.63%2026-03-312026-04-10

SCHM SCHWAB STRATEGIC TR25.0K shares-2.82%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS3.1K shares-1.44%2026-03-312026-04-10

VLO VALERO ENERGY CORP3.0K shares-6.51%2026-03-312026-04-10

HACK AMPLIFY ETF TR9.8K shares-42.23%2026-03-312026-04-10

AVB AVALONBAY CMNTYS INC4.4K shares0.96%2026-03-312026-04-10

EWJ ISHARES INC8.5K shares-97.76%2026-03-312026-04-10

EMXC ISHARES INC9.0K shares-98.03%2026-03-312026-04-10

Sponsored

PPA INVESCO EXCHANGE TRADED FD T4.2K shares0.00%2026-03-312026-04-10

META META PLATFORMS INC1.2K shares-7.25%2026-03-312026-04-10

V VISA INC2.2K shares0.49%2026-03-312026-04-10

IJR ISHARES TR5.5K shares-2.85%2026-03-312026-04-10

PEP PEPSICO INC4.3K shares-7.07%2026-03-312026-04-10

PEG PUBLIC SVC ENTERPRISE GROUP7.9K shares0.00%2026-03-312026-04-10

SHV ISHARES TR5.7K shares-1.38%2026-03-312026-04-10

UNH UNITEDHEALTH GROUP INC2.3K shares0.39%2026-03-312026-04-10

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP17.6K shares0.00%2026-03-312026-04-10

SMH VANECK ETF TRUST1.6K shares0.00%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR4.7K shares-0.04%2026-03-312026-04-10

JEPQ J P MORGAN EXCHANGE TRADED F11.2K shares0.87%2026-03-312026-04-10

BAR GRANITESHARES GOLD TR13.4K shares-3.91%2026-03-312026-04-10

ES EVERSOURCE ENERGY8.9K shares0.19%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP3.4K shares-3.29%2026-03-312026-04-10

MUB ISHARES TR5.7K shares-21.31%2026-03-312026-04-10

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MO ALTRIA GROUP INC8.6K shares-5.20%2026-03-312026-04-10

NFLX NETFLIX INC.5.9K shares-15.90%2026-03-312026-04-10

KMI KINDER MORGAN INC DEL16.7K shares-1.99%2026-03-312026-04-10

RWL INVESCO EXCH TRADED FD TR II4.9K shares0.00%2026-03-312026-04-10

CSCO CISCO SYS INC7.1K shares1.41%2026-03-312026-04-10

D DOMINION ENERGY INC8.7K shares0.02%2026-03-312026-04-10

BSX BOSTON SCIENTIFIC CORP8.5K shares-4.28%2026-03-312026-04-10

AMD ADVANCED MICRO DEVICES INC2.6K shares-3.61%2026-03-312026-04-10

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MU MICRON TECHNOLOGY INC1.5K shares14.78%2026-03-312026-04-10

SO SOUTHERN CO5.3K shares-4.69%2026-03-312026-04-10

SCHD SCHWAB STRATEGIC TR16.4K shares0.09%2026-03-312026-04-10

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-3.27%2026-03-312026-04-10

PLTR PALANTIR TECHNOLOGIES INC3.4K shares1.20%2026-03-312026-04-10

VGK VANGUARD INTL EQUITY INDEX F6.0K shares-97.89%2026-03-312026-04-10

FIX COMFORT SYS USA INC353 shares24.73%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L12.7K shares6.33%2026-03-312026-04-10

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GS GOLDMAN SACHS GROUP INC558 shares10.06%2026-03-312026-04-10

SRLN SSGA ACTIVE ETF TR11.7K shares-12.49%2026-03-312026-04-10

ROBO EXCHANGE TRADED CONCEPTS TRU6.8K shares-95.78%2026-03-312026-04-10

ESGV VANGUARD WORLD FD4.1K shares0.85%2026-03-312026-04-10

CHAT TIDAL TRUST II7.3K shares80.25%2026-03-312026-04-10

ABT ABBOTT LABORATORIES4.4K shares0.07%2026-03-312026-04-10

LOW LOWES COS INC1.9K shares-0.05%2026-03-312026-04-10

INTC INTEL CORP10.0K shares2.97%2026-03-312026-04-10

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ENB ENBRIDGE INC8.1K shares3.83%2026-03-312026-04-10

NEE NEXTERA ENERGY INC4.7K shares0.00%2026-03-312026-04-10

IWF ISHARES TR1.0K shares0.00%2026-03-312026-04-10

VTV VANGUARD INDEX FDS2.2K shares-1.48%2026-03-312026-04-10

IWO ISHARES TR1.4K shares2004.62%2026-03-312026-04-10

SCHB SCHWAB STRATEGIC TR17.1K shares0.15%2026-03-312026-04-10

IVW ISHARES TR3.7K shares0.00%2026-03-312026-04-10

CSX CSX CORP10.2K shares-1.92%2026-03-312026-04-10

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IWD ISHARES TR1.9K shares-7.97%2026-03-312026-04-10

IJK ISHARES TR4.1K shares-40.48%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO1.4K shares-0.07%2026-03-312026-04-10

HMOP HARTFORD FDS EXCHANGE TRADED10.5K shares0.00%2026-03-312026-04-10

ALPS ETF TR ALPS ETF TR7.6K shares0.50%2026-03-312026-04-10

PM PHILIP MORRIS INTL INC2.4K shares-1.88%2026-03-312026-04-10

IRM IRON MTN INC DEL3.9K shares-10.17%2026-03-312026-04-10

DGRO ISHARES TR5.6K shares0.00%2026-03-312026-04-10

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BLACKSTONE INC BLACKSTONE INC3.3K shares-8.28%2026-03-312026-04-10

CPK CHESAPEAKE UTILS CORP3.0K shares0.00%2026-03-312026-04-10

HDV ISHARES TR2.8K shares-70.96%2026-03-312026-04-10

VB VANGUARD INDEX FDS1.4K shares-2.40%2026-03-312026-04-10

O REALTY INCOME CORP6.0K shares3.32%2026-03-312026-04-10

HPE HEWLETT PACKARD ENTERPRISE C15.3K shares98.19%2026-03-312026-04-10

CMG CHIPOTLE MEXICAN GRILL INC11.3K shares0.82%2026-03-312026-04-10

TER TERADYNE INC1.2K shares-7.79%2026-03-312026-04-10

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GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.00%2026-03-312026-04-10

TSLA TESLA INC969 shares22.04%2026-03-312026-04-10

NSC NORFOLK SOUTHN CORP1.2K shares0.00%2026-03-312026-04-10

HR HEALTHCARE RLTY TR20.5K shares-6.92%2026-03-312026-04-10

MCK MCKESSON CORP401 shares0.00%2026-03-312026-04-10

BLACKROCK INC BLACKROCK INC358 shares-35.84%2026-03-312026-04-10

GRID FIRST TR EXCHANGE-TRADED FD2.0K sharesnew addition2026-03-312026-04-10

IWM ISHARES TR1.3K shares19.47%2026-03-312026-04-10

Sponsored

NYF ISHARES TR6.1K shares13.57%2026-03-312026-04-10

LEN LENNAR CORP3.6K shares7261.22%2026-03-312026-04-10

WTRG ESSENTIAL UTILS INC7.8K shares-2.18%2026-03-312026-04-10

CMI CUMMINS INC579 shares3.21%2026-03-312026-04-10

PWR QUANTA SVCS INC564 shares0.00%2026-03-312026-04-10

DIS DISNEY WALT CO3.1K shares-19.25%2026-03-312026-04-10

AXON AXON ENTERPRISE INC700 shares0.00%2026-03-312026-04-10

COP CONOCOPHILLIPS2.2K shares-2.18%2026-03-312026-04-10

Sponsored

MTB M & T BK CORP1.4K shares2.53%2026-03-312026-04-10

GDX VANECK ETF TRUST3.2K shares0.00%2026-03-312026-04-10

PFE PFIZER INC10.4K shares-1.18%2026-03-312026-04-10

AGNC AGNC INVT CORP28.5K shares-1.92%2026-03-312026-04-10

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN13.3K shares-1.94%2026-03-312026-04-10

HYGW ISHARES TR9.5K shares-14.95%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO4.6K shares0.17%2026-03-312026-04-10

SNDA SONIDA SENIOR LIVING INC8.6K sharesnew addition2026-03-312026-04-10

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IVE ISHARES TR1.3K shares0.00%2026-03-312026-04-10

VTIP VANGUARD MALVERN FDS5.5K shares660.47%2026-03-312026-04-10

PANW PALO ALTO NETWORKS INC1.7K shares804.81%2026-03-312026-04-10

MS MORGAN STANLEY1.6K shares-0.43%2026-03-312026-04-10

DELL DELL TECHNOLOGIES INC1.6K shares0.18%2026-03-312026-04-10

SIXG ETF SER SOLUTIONS3.9K shares0.05%2026-03-312026-04-10

SLV ISHARES SILVER TR3.9K shares-67.91%2026-03-312026-04-10

EFA ISHARES TR2.7K shares0.00%2026-03-312026-04-10

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LHX L3HARRIS TECHNOLOGIES INC759 shares0.00%2026-03-312026-04-10

VDE VANGUARD WORLD FD1.5K shares0.07%2026-03-312026-04-10

MFC MANULIFE FINL CORP7.4K shares0.00%2026-03-312026-04-10

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2026-03-312026-04-10

NKE NIKE INC4.8K shares-13.95%2026-03-312026-04-10

URA GLOBAL X FDS5.2K shares-21.18%2026-03-312026-04-10

SHW SHERWIN WILLIAMS CO779 shares-3.47%2026-03-312026-04-10

SHY ISHARES TR3.0K shares0.00%2026-03-312026-04-10

Sponsored

DFAC DIMENSIONAL ETF TRUST6.3K shares0.11%2026-03-312026-04-10

OKE ONEOK INC NEW2.7K shares-26.88%2026-03-312026-04-10

OIH VANECK ETF TRUST593 sharesnew addition2026-03-312026-04-10

HP INC HP INC12.4K shares156.72%2026-03-312026-04-10

VICI VICI PPTYS INC8.5K shares-3.02%2026-03-312026-04-10

JCI JOHNSON CONTROLS INTERNATION1.8K shares0.00%2026-03-312026-04-10

HUBS HUBSPOT INC941 shares-37.10%2026-03-312026-04-10

CMCSA COMCAST CORP NEW7.9K shares-3.78%2026-03-312026-04-10

Sponsored

MA MASTERCARD INCORPORATED453 shares-0.66%2026-03-312026-04-10

GILD GILEAD SCIENCES INC1.6K shares0.00%2026-03-312026-04-10

ROK ROCKWELL AUTOMATION INC621 shares0.00%2026-03-312026-04-10

QCOM QUALCOMM INC1.7K shares-14.85%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC1.8K shares0.00%2026-03-312026-04-10

EFG ISHARES TR2.0K shares0.00%2026-03-312026-04-10

LAM RESEARCH CORP LAM RESEARCH CORP954 shares-2.55%2026-03-312026-04-10

IEFA ISHARES TR2.2K shares0.00%2026-03-312026-04-10

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BSSX INVESCO EXCH TRD SLF IDX FD7.7K shares0.00%2026-03-312026-04-10

ETR ENTERGY CORP NEW1.7K shares0.00%2026-03-312026-04-10

HIG HARTFORD INSURANCE GROUP INC1.4K shares0.00%2026-03-312026-04-10

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REMX VANECK ETF TRUST2.2K shares36.88%2026-03-312026-04-10

MAR MARRIOTT INTL INC NEW582 shares0.00%2026-03-312026-04-10

QQQI NEOS ETF TRUST3.8K shares2.99%2026-03-312026-04-10

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PH PARKER-HANNIFIN CORP208 shares-0.48%2026-03-312026-04-10

WFC WELLS FARGO & CO2.3K shares-0.47%2026-03-312026-04-10

SNSR GLOBAL X FDS5.0K shares0.00%2026-03-312026-04-10

MSEX MIDDLESEX WTR CO3.5K shares0.17%2026-03-312026-04-10

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CLH CLEAN HARBORS INC642 shares0.00%2026-03-312026-04-10

PSX PHILLIPS 66993 shares-19.92%2026-03-312026-04-10

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XYL XYLEM INC1.5K shares0.00%2026-03-312026-04-10

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IYW ISHARES TR959 shares4.35%2026-03-312026-04-10

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WBD WARNER BROS DISCOVERY INC6.2K shares1.18%2026-03-312026-04-10

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MMM 3M CO1.1K shares-2.75%2026-03-312026-04-10

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NWE NORTHWESTERN ENERGY GROUP IN2.4K shares0.00%2026-03-312026-04-10

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ASTRAZENECA PLC ASTRAZENECA PLC715 sharesnew addition2026-03-312026-04-10

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DGRW WISDOMTREE TR1.6K shares0.00%2026-03-312026-04-10

UNP UNION PAC CORP568 shares0.00%2026-03-312026-04-10

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO2.6K shares0.00%2026-03-312026-04-10

EFV ISHARES TR1.8K shares0.00%2026-03-312026-04-10

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VNQ VANGUARD INDEX FDS1.5K shares0.13%2026-03-312026-04-10

INDA ISHARES TR2.8K shares-78.77%2026-03-312026-04-10

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VOE VANGUARD INDEX FDS699 shares0.14%2026-03-312026-04-10

QUAL ISHARES TR671 shares0.00%2026-03-312026-04-10

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CITIGROUP INC CITIGROUP INC1.1K shares-0.87%2026-03-312026-04-10

CFG CITIZENS FINL GROUP INC2.1K shares0.00%2026-03-312026-04-10

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TXN TEXAS INSTRS INC623 shares0.00%2026-03-312026-04-10

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HYG ISHARES TR377 shares0.00%2026-03-312026-04-10

Sponsored

QRMI GLOBAL X FDS2.0K shares0.00%2026-03-312026-04-10

FAF FIRST AMERN FINL CORP494 shares0.00%2026-03-312026-04-10

VSS VANGUARD INTL EQUITY INDEX F200 shares0.00%2026-03-312026-04-10

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC633 shares0.00%2026-03-312026-04-10

VICR VICOR CORP180 shares0.00%2026-03-312026-04-10

WES WESTERN MIDSTREAM PARTNERS L700 shares0.00%2026-03-312026-04-10

CNI CANADIAN NATL RY CO280 shares0.00%2026-03-312026-04-10

NU NU HLDGS LTD2.0K shares0.00%2026-03-312026-04-10

Sponsored

INDB INDEPENDENT BK CORP MASS379 shares0.00%2026-03-312026-04-10

WELL WELLTOWER INC143 shares0.00%2026-03-312026-04-10

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC284 shares0.71%2026-03-312026-04-10

VFMV VANGUARD WELLINGTON FD210 shares0.00%2026-03-312026-04-10

IVV

ISHARES TR

77.88%

Shares424.2K

Event2026-03-31

Filed2026-04-10

IEI

ISHARES TR

9.72%

Shares1.1M

Event2026-03-31

Filed2026-04-10

VBIL

VANGUARD INSTL INDEX FD

84.36%

Shares1.2M

Event2026-03-31

Filed2026-04-10

SCHP

SCHWAB STRATEGIC TR

434.27%

Shares3.4M

Event2026-03-31

Filed2026-04-10

VGT

VANGUARD WORLD FD

-14.72%

Shares127.8K

Event2026-03-31

Filed2026-04-10

SCHK

SCHWAB STRATEGIC TR

-1.94%

Shares2.5M

Event2026-03-31

Filed2026-04-10

BND

VANGUARD BD INDEX FDS

-33.06%

Shares843.1K

Event2026-03-31

Filed2026-04-10

VGSH

VANGUARD SCOTTSDALE FDS

22.87%

Shares661.2K

Event2026-03-31

Filed2026-04-10

VOX

VANGUARD WORLD FD

-1.76%

Shares186.3K

Event2026-03-31

Filed2026-04-10

VHT

VANGUARD WORLD FD

-6.04%

Shares116.9K

Event2026-03-31

Filed2026-04-10

XLY

SELECT SECTOR SPDR TR

-7.07%

Shares286.4K

Event2026-03-31

Filed2026-04-10

EWZ

ISHARES INC

-42.62%

Shares732.5K

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

-6.23%

Shares156.1K

Event2026-03-31

Filed2026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

0.27%

Shares34.9K

Event2026-03-31

Filed2026-04-10

SPXT

PROSHARES TR

60.78%

Shares220.0K

Event2026-03-31

Filed2026-04-10

SPHQ

INVESCO EXCHANGE TRADED FD T

403881.69%

Shares286.8K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

6319.55%

Shares112.3K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-4.61%

Shares77.0K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

New

Shares324.1K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

-58.36%

Shares350.1K

Event2026-03-31

Filed2026-04-10

XLP

SELECT SECTOR SPDR TR

-9.13%

Shares195.3K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

-6.23%

Shares239.7K

Event2026-03-31

Filed2026-04-10

XAR

SPDR SERIES TRUST

85.42%

Shares46.4K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-0.41%

Shares23.0K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-0.75%

Shares27.5K

Event2026-03-31

Filed2026-04-10

BCI

ABRDN ETFS

New

Shares396.1K

Event2026-03-31

Filed2026-04-10

XLU

SELECT SECTOR SPDR TR

-12.07%

Shares186.3K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-0.53%

Shares35.3K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-1.17%

Shares11.8K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

-17.60%

Shares6.8K

Event2026-03-31

Filed2026-04-10

XLRE

SELECT SECTOR SPDR TR

-6.70%

Shares143.9K

Event2026-03-31

Filed2026-04-10

XLB

SELECT SECTOR SPDR TR

-3.73%

Shares115.0K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

3.41%

Shares9.6K

Event2026-03-31

Filed2026-04-10

XOP

SPDR SERIES TRUST

10606.14%

Shares29.7K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

-0.28%

Shares30.4K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

-88.77%

Shares67.1K

Event2026-03-31

Filed2026-04-10

DEERE & CO

-0.31%

Shares9.0K

Event2026-03-31

Filed2026-04-10

TJX

TJX COS INC NEW

0.01%

Shares31.3K

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

0.72%

Shares32.0K

Event2026-03-31

Filed2026-04-10

SGOV

ISHARES TR

-16.35%

Shares45.1K

Event2026-03-31

Filed2026-04-10

CPRT

COPART INC

-6.97%

Shares124.4K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-5.81%

Shares21.4K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-7.12%

Shares8.0K

Event2026-03-31

Filed2026-04-10

UPS

UNITED PARCEL SVCS INC

-16.36%

Shares34.5K

Event2026-03-31

Filed2026-04-10

VXF

VANGUARD INDEX FDS

-6.18%

Shares16.3K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

-0.20%

Shares14.7K

Event2026-03-31

Filed2026-04-10

COCA COLA CO

-13.67%

Shares41.3K

Event2026-03-31

Filed2026-04-10

GOVT

ISHARES TR

-4.95%

Shares128.0K

Event2026-03-31

Filed2026-04-10

TLTW

ISHARES TR

25.59%

Shares118.8K

Event2026-03-31

Filed2026-04-10

JEPI

J P MORGAN EXCHANGE TRADED F

-5.80%

Shares47.0K

Event2026-03-31

Filed2026-04-10

VCSH

VANGUARD SCOTTSDALE FDS

9.80%

Shares30.4K

Event2026-03-31

Filed2026-04-10

PFF

ISHARES TR

3.50%

Shares73.7K

Event2026-03-31

Filed2026-04-10

LQDW

ISHARES TR

36.37%

Shares92.3K

Event2026-03-31

Filed2026-04-10

VXUS

VANGUARD STAR FDS

31.46%

Shares27.4K

Event2026-03-31

Filed2026-04-10

XYLD

GLOBAL X FDS

2.56%

Shares54.0K

Event2026-03-31

Filed2026-04-10

AIQ

GLOBAL X FDS

-5.33%

Shares43.4K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-1.59%

Shares9.3K

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

38.06%

Shares19.6K

Event2026-03-31

Filed2026-04-10

WASTE MGMT INC DEL

-1.19%

Shares8.4K

Event2026-03-31

Filed2026-04-10

IEF

ISHARES TR

-97.25%

Shares19.4K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-3.16%

Shares5.7K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

2.55%

Shares6.1K

Event2026-03-31

Filed2026-04-10

ORCL

ORACLE CORP

-1.01%

Shares11.5K

Event2026-03-31

Filed2026-04-10

VTEB

VANGUARD MUN BD FDS

1.07%

Shares33.9K

Event2026-03-31

Filed2026-04-10

GSLC

GOLDMAN SACHS ETF TR

-3.54%

Shares13.1K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

7.23%

Shares32.7K

Event2026-03-31

Filed2026-04-10

DTCR

GLOBAL X FDS

38.65%

Shares67.3K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

-0.52%

Shares12.8K

Event2026-03-31

Filed2026-04-10

SCHX

SCHWAB STRATEGIC TR

158.99%

Shares61.3K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

1.74%

Shares5.3K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.98%

Shares2.1K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-4.63%

Shares4.7K

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

-0.42%

Shares28.3K

Event2026-03-31

Filed2026-04-10

IJH

ISHARES TR

-6.71%

Shares20.1K

Event2026-03-31

Filed2026-04-10

HOME DEPOT INC

-0.42%

Shares4.0K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

-3.02%

Shares5.3K

Event2026-03-31

Filed2026-04-10

DVYE

ISHARES INC

-13.98%

Shares35.0K

Event2026-03-31

Filed2026-04-10

NANR

SPDR INDEX SHS FDS

10.32%

Shares14.2K

Event2026-03-31

Filed2026-04-10

LONZ

PIMCO ETF TR

1.93%

Shares23.6K

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

-5.59%

Shares3.9K

Event2026-03-31

Filed2026-04-10

VGIT

VANGUARD SCOTTSDALE FDS

4.38%

Shares18.6K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-1.76%

Shares11.6K

Event2026-03-31

Filed2026-04-10

SPYD

SPDR SERIES TRUST

7.51%

Shares23.6K

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

2.43%

Shares5.5K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

-10.25%

Shares1.1K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

2.56%

Shares3.4K

Event2026-03-31

Filed2026-04-10

AEP

AMERICAN ELEC PWR CO INC

-5.92%

Shares7.9K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

10.80%

Shares1.2K

Event2026-03-31

Filed2026-04-10

TSM

TAIWAN SEMICONDUCTOR MANUFAC

6.21%

Shares3.0K

Event2026-03-31

Filed2026-04-10

SDY

SPDR SERIES TRUST

0.01%

Shares6.9K

Event2026-03-31

Filed2026-04-10

CONSOLIDATED EDISON INC

0.02%

Shares8.7K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

3.84%

Shares4.7K

Event2026-03-31

Filed2026-04-10

RSPA

INVESCO ACTIVELY MANAGED EXC

New

Shares19.2K

Event2026-03-31

Filed2026-04-10

AT&T INC

-9.86%

Shares32.8K

Event2026-03-31

Filed2026-04-10

MTUM

ISHARES TR

0.03%

Shares4.0K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-1.31%

Shares6.6K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

4.18%

Shares2.1K

Event2026-03-31

Filed2026-04-10

HON

HONEYWELL INTL INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

8.11%

Shares2.8K

Event2026-03-31

Filed2026-04-10

CHUBB LTD SWITZ

1130.66%

Shares2.6K

Event2026-03-31

Filed2026-04-10

IDV

ISHARES TR

1.82%

Shares19.7K

Event2026-03-31

Filed2026-04-10

BNO

UNITED STS BRENT OIL FD LP

New

Shares16.0K

Event2026-03-31

Filed2026-04-10

SPHY

SPDR SERIES TRUST

-12.46%

Shares35.6K

Event2026-03-31

Filed2026-04-10

ADI

ANALOG DEVICES INC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-10

DUKE ENERGY CORP NEW

-1.63%

Shares6.3K

Event2026-03-31

Filed2026-04-10

SCHM

SCHWAB STRATEGIC TR

-2.82%

Shares25.0K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

-1.44%

Shares3.1K

Event2026-03-31

Filed2026-04-10

VLO

VALERO ENERGY CORP

-6.51%

Shares3.0K

Event2026-03-31

Filed2026-04-10

HACK

AMPLIFY ETF TR

-42.23%

Shares9.8K

Event2026-03-31

Filed2026-04-10

AVB

AVALONBAY CMNTYS INC

0.96%

Shares4.4K

Event2026-03-31

Filed2026-04-10

EWJ

ISHARES INC

-97.76%

Shares8.5K

Event2026-03-31

Filed2026-04-10

EMXC

ISHARES INC

-98.03%

Shares9.0K

Event2026-03-31

Filed2026-04-10

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-10