Sponsored

The Analysis of ARQ WEALTH ADVISORS, LLC's Holdings & P&L

Currently, ARQ WEALTH ADVISORS, LLC holds 191 types of securities in its portfolio with a total value $554.8M. In the most recent quarter, they have increased their positions in FNDF (+242.8K shares, valued at $11.9M), FNDX (+383.5K shares, valued at $10.7M), OAKM (+335.4K shares, valued at $9.2M); decreased their positions in BUFS (-11.6K shares, valued at $266.5K), XCEM (-5.0K shares, valued at $205.2K), SPMD (-2.5K shares, valued at $149.6K); initiated new positions in FNDF (+242.8K shares, valued at $11.9M), FNDX (+383.5K shares, valued at $10.7M), OAKM (+335.4K shares, valued at $9.2M).

1M P&L

+14.6M+2.58%

3M P&L

+4.4M+0.76%

HY P&L

+45.4M+8.47%

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/A408.4M

75.3%

2Credit Services14.8M

2.7%

3Integrated Freight & Logistics10.4M

1.9%

Top Industries by Stock Count

1N/A95 stocks

52.2%

2Software - Application6 stocks

3.3%

3Banks - Diversified6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVUS AMERICAN CENTY ETF TR179.6K shares11.26%2026-03-312026-05-01

GARP ISHARES TR251.1K shares12.54%2026-03-312026-05-01

RECS COLUMBIA ETF TR I337.0K shares18.24%2026-03-312026-05-01

JMOM J P MORGAN EXCHANGE TRADED F188.9K shares7.96%2026-03-312026-05-01

QEFA SPDR INDEX SHS FDS137.3K shares4.99%2026-03-312026-05-01

AUSF GLOBAL X FDS261.2K shares14.43%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR111.6K shares0.43%2026-03-312026-05-01

MGV VANGUARD WORLD FD83.9K shares0.82%2026-03-312026-05-01

Sponsored

FNDF SCHWAB STRATEGIC TR242.8K sharesnew addition2026-03-312026-05-01

IUS INVESCO EXCH TRD SLF IDX FD203.3K shares3.32%2026-03-312026-05-01

DBAW DBX ETF TR261.8K shares11.54%2026-03-312026-05-01

JAVA J P MORGAN EXCHANGE TRADED F153.4K shares1.94%2026-03-312026-05-01

DBEF DBX ETF TR219.8K shares6.64%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR383.5K sharesnew addition2026-03-312026-05-01

AVDE AMERICAN CENTY ETF TR125.3K shares7.92%2026-03-312026-05-01

QUAL ISHARES TR50.5K shares4.13%2026-03-312026-05-01

Sponsored

HEQT SIMPLIFY EXCHANGE TRADED FUN302.5K shares10.77%2026-03-312026-05-01

MSFT MICROSOFT CORP25.0K shares251.77%2026-03-312026-05-01

OAKM HARRIS OAKMARK ETF TRUST335.4K sharesnew addition2026-03-312026-05-01

SPYM SPDR SERIES TRUST110.4K shares1.06%2026-03-312026-05-01

SPIB SPDR SERIES TRUST236.0K shares8.93%2026-03-312026-05-01

DGRO ISHARES TR112.2K sharesnew addition2026-03-312026-05-01

VTI VANGUARD INDEX FDS24.2K shares-1.11%2026-03-312026-05-01

AAPL APPLE INC29.2K shares99.10%2026-03-312026-05-01

Sponsored

QUS SPDR SERIES TRUST42.4K shares8.56%2026-03-312026-05-01

ALPHABET INC ALPHABET INC24.7K shares211.36%2026-03-312026-05-01

HEFA ISHARES TR149.9K shares7.16%2026-03-312026-05-01

CSCO CISCO SYS INC76.7K shares2381.55%2026-03-312026-05-01

PAVE GLOBAL X FDS116.0K shares5.92%2026-03-312026-05-01

BIL SPDR SERIES TRUST63.2K sharesnew addition2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS125.2K shares-1.69%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO18.5K shares707.44%2026-03-312026-05-01

Sponsored

FDX FEDEX CORP15.2K shares506.26%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS83.0K shares-1.26%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON21.7K shares432.12%2026-03-312026-05-01

EMGF ISHARES INC87.8K shares1.91%2026-03-312026-05-01

VYMI VANGUARD WHITEHALL FDS55.7K shares1.54%2026-03-312026-05-01

USB US BANCORP99.6K shares633.49%2026-03-312026-05-01

QYLD GLOBAL X FDS294.7K shares8.26%2026-03-312026-05-01

RDVI FIRST TR EXCHANGE-TRADED FD197.5K shares6.36%2026-03-312026-05-01

Sponsored

FTHI FIRST TR EXCHANGE TRADED FD218.9K shares9.76%2026-03-312026-05-01

ADX ADAMS DIVERSIFIED EQUITY FD225.2K shares7.83%2026-03-312026-05-01

JIRE J P MORGAN EXCHANGE TRADED F64.6K shares5.82%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP26.3K shares647.05%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP48.7K shares678.12%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR55.4K shares0.53%2026-03-312026-05-01

XCEM COLUMBIA ETF TR II102.9K shares-4.66%2026-03-312026-05-01

BUD ANHEUSER BUSCH INBEV SA NV60.3K shares691.33%2026-03-312026-05-01

Sponsored

EMXC ISHARES INC51.5K shares1.74%2026-03-312026-05-01

COWZ PACER FDS TR64.7K shares7.27%2026-03-312026-05-01

AIRR FIRST TR EXCHANGE TRADED FD36.5K shares2.77%2026-03-312026-05-01

WTW WILLIS TOWERS WATSON PLC LTD13.6K shares891.37%2026-03-312026-05-01

MA MASTERCARD INCORPORATED7.9K shares438.55%2026-03-312026-05-01

MCK MCKESSON CORP4.5K shares0.00%2026-03-312026-05-01

FRDM EA SERIES TRUST70.7K shares9.39%2026-03-312026-05-01

WM WASTE MGMT INC DEL16.6K shares449.50%2026-03-312026-05-01

Sponsored

SPMD SPDR SERIES TRUST63.1K shares-3.85%2026-03-312026-05-01

FYLD CAMBRIA ETF TR99.9K shares-2.13%2026-03-312026-05-01

PEP PEPSICO INC23.4K shares520.08%2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD79.7K shares2.83%2026-03-312026-05-01

JPMB J P MORGAN EXCHANGE TRADED F85.8K shares9.37%2026-03-312026-05-01

SYY SYSCO CORP47.1K shares876.29%2026-03-312026-05-01

MTUM ISHARES TR13.2K shares-1.56%2026-03-312026-05-01

CHRW C H ROBINSON WORLDWIDE IN18.6K sharesnew addition2026-03-312026-05-01

Sponsored

PG PROCTER & GAMBLE CO20.6K shares515.72%2026-03-312026-05-01

GRNY TIDAL TRUST I121.9K shares27.06%2026-03-312026-05-01

DGT SPDR SERIES TRUST17.0K shares25.34%2026-03-312026-05-01

GLOV GOLDMAN SACHS ETF TR49.0K shares14.87%2026-03-312026-05-01

BDX BECTON DICKINSON & CO16.5K shares438.27%2026-03-312026-05-01

IVV ISHARES TR3.7K shares-0.05%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC27.0K shares478.17%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION2.3K shares542.09%2026-03-312026-05-01

Sponsored

VXF VANGUARD INDEX FDS10.9K shares-1.31%2026-03-312026-05-01

AMZN AMAZON COM INC10.5K shares112.84%2026-03-312026-05-01

DIS DISNEY WALT CO22.3K shares577.95%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC4.2K shares461.64%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T3.0K shares88.55%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC19.1K shares167.49%2026-03-312026-05-01

DHR DANAHER CORP DEL9.6K shares512.64%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS7.9K shares-0.38%2026-03-312026-05-01

Sponsored

PAYX PAYCHEX INC17.4K shares371.49%2026-03-312026-05-01

MOAT VANECK ETF TRUST16.1K shares13.42%2026-03-312026-05-01

IJH ISHARES TR21.5K sharesnew addition2026-03-312026-05-01

KDP KEURIG DR PEPPER INC54.3K shares347.81%2026-03-312026-05-01

AVGE AMERICAN CENTY ETF TR15.9K shares55.41%2026-03-312026-05-01

VUG VANGUARD INDEX FDS3.2K shares-1.33%2026-03-312026-05-01

NVDA NVIDIA CORPORATION8.0K shares48.40%2026-03-312026-05-01

CGGE CAPITAL GROUP GLOBAL EQUITY40.5K shares47.65%2026-03-312026-05-01

Sponsored

OTIS OTIS WORLDWIDE CORP15.5K shares432.44%2026-03-312026-05-01

CSHI NEOS ETF TRUST23.2K sharesnew addition2026-03-312026-05-01

HD HOME DEPOT INC3.4K sharesnew addition2026-03-312026-05-01

ABNB AIRBNB INC8.8K shares364.75%2026-03-312026-05-01

CRM SALESFORCE INC5.9K sharesnew addition2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS22.9K shares-10.35%2026-03-312026-05-01

COWG PACER FDS TR31.6K shares46.24%2026-03-312026-05-01

PPA INVESCO EXCHANGE TRADED FD T6.1K shares7.47%2026-03-312026-05-01

Sponsored

AIQ GLOBAL X FDS21.1K shares17.07%2026-03-312026-05-01

JQUA J P MORGAN EXCHANGE TRADED F15.8K shares55.42%2026-03-312026-05-01

PPH VANECK ETF TRUST9.0K sharesnew addition2026-03-312026-05-01

LPLA LPL FINL HLDGS INC3.1K sharesnew addition2026-03-312026-05-01

FIW FIRST TR EXCHANGE-TRADED FD8.9K shares19.72%2026-03-312026-05-01

KVUE KENVUE INC50.2K sharesnew addition2026-03-312026-05-01

CPRT COPART INC25.5K sharesnew addition2026-03-312026-05-01

ALPHABET INC ALPHABET INC2.9K shares-7.15%2026-03-312026-05-01

Sponsored

ACIO ETF SER SOLUTIONS19.3K shares5.70%2026-03-312026-05-01

USFD US FOODS HLDG CORP8.7K sharesnew addition2026-03-312026-05-01

META META PLATFORMS INC1.3K shares232.59%2026-03-312026-05-01

FEGE RBB FUND TRUST16.3K shares51.78%2026-03-312026-05-01

IWF ISHARES TR1.8K shares27.19%2026-03-312026-05-01

POST POST HLDGS INC7.5K sharesnew addition2026-03-312026-05-01

HON HONEYWELL INTL INC3.2K shares4.00%2026-03-312026-05-01

ABBV ABBVIE INC3.3K sharesnew addition2026-03-312026-05-01

Sponsored

QBUF INNOVATOR ETFS TRUST23.4K shares25.67%2026-03-312026-05-01

IVE ISHARES TR3.2K shares0.00%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC2.6K sharesnew addition2026-03-312026-05-01

ROP ROPER TECHNOLOGIES INC1.9K sharesnew addition2026-03-312026-05-01

EFA ISHARES TR6.5K shares0.00%2026-03-312026-05-01

AMG AFFILIATED MANAGERS GROUP2.2K sharesnew addition2026-03-312026-05-01

SSUS STRATEGY SHS12.5K shares-4.93%2026-03-312026-05-01

WAT WATERS CORP1.9K sharesnew addition2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION1.7K sharesnew addition2026-03-312026-05-01

MDYV SPDR SERIES TRUST6.4K shares-3.54%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN2.7K sharesnew addition2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.7K sharesnew addition2026-03-312026-05-01

TSLA TESLA INC1.4K shares2.90%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC10.4K sharesnew addition2026-03-312026-05-01

IBUF INNOVATOR ETFS TRUST17.8K shares-11.96%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR892 shares97.35%2026-03-312026-05-01

Sponsored

ISRG INTUITIVE SURGICAL INC1.1K sharesnew addition2026-03-312026-05-01

RSG REPUBLIC SVCS INC2.3K shares67.05%2026-03-312026-05-01

VTR VENTAS INC6.1K shares-3.92%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO1.7K shares9.91%2026-03-312026-05-01

V VISA INC1.6K sharesnew addition2026-03-312026-05-01

LLY ELI LILLY & CO516 shares0.00%2026-03-312026-05-01

CM CANADIAN IMPERIAL BANK OF CO5.0K sharesnew addition2026-03-312026-05-01

SPTM SPDR SERIES TRUST5.9K shares18.13%2026-03-312026-05-01

Sponsored

IT GARTNER INC2.8K sharesnew addition2026-03-312026-05-01

WMT WALMART INC3.5K sharesnew addition2026-03-312026-05-01

RY ROYAL BK CDA2.7K sharesnew addition2026-03-312026-05-01

LGLV SPDR SERIES TRUST2.4K shares-2.03%2026-03-312026-05-01

AB ACTIVE ETFS INC AB ACTIVE ETFS INC10.6K sharesnew addition2026-03-312026-05-01

CMCSA COMCAST CORP NEW14.6K shares-17.68%2026-03-312026-05-01

RBUF INNOVATOR ETFS TRUST14.2K sharesnew addition2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC3.4K shares48.41%2026-03-312026-05-01

Sponsored

CVX CHEVRON CORPORATION2.0K sharesnew addition2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP6.5K sharesnew addition2026-03-312026-05-01

WDAY WORKDAY INC3.1K sharesnew addition2026-03-312026-05-01

EBUF INNOVATOR ETFS TRUST13.1K shares4.95%2026-03-312026-05-01

FV FIRST TR EXCHANGE TRADED FD6.2K shares0.00%2026-03-312026-05-01

IJK ISHARES TR3.7K shares-1.65%2026-03-312026-05-01

LW LAMB WESTON HLDGS INC8.8K shares22.99%2026-03-312026-05-01

BLOK AMPLIFY ETF TR7.3K sharesnew addition2026-03-312026-05-01

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares0.00%2026-03-312026-05-01

GFL GFL ENVIRONMENTAL INC8.7K sharesnew addition2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K sharesnew addition2026-03-312026-05-01

QCOM QUALCOMM INC2.5K sharesnew addition2026-03-312026-05-01

BUFS FIRST TR EXCHNG TRADED FD VI13.8K shares-45.65%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS526 shares5.20%2026-03-312026-05-01

VXUS VANGUARD STAR FDS4.0K shares0.00%2026-03-312026-05-01

TD TORONTO DOMINION BK ONT3.2K sharesnew addition2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP946 sharesnew addition2026-03-312026-05-01

IWM ISHARES TR1.2K shares42.17%2026-03-312026-05-01

HSIC SCHEIN HENRY INC3.9K sharesnew addition2026-03-312026-05-01

ABT ABBOTT LABORATORIES2.7K sharesnew addition2026-03-312026-05-01

MIDD MIDDLEBY CORP2.0K sharesnew addition2026-03-312026-05-01

TGT TARGET CORP2.1K sharesnew addition2026-03-312026-05-01

OMFL INVESCO EXCH TRD SLF IDX FD4.2K shares-0.75%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-01

Sponsored

BRO BROWN & BROWN INC3.7K sharesnew addition2026-03-312026-05-01

DVY ISHARES TR1.6K shares0.00%2026-03-312026-05-01

BNS BANK NOVA SCOTIA B C3.5K sharesnew addition2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC888 shares40.51%2026-03-312026-05-01

BMO BANK MONTREAL MEDIUM1.8K sharesnew addition2026-03-312026-05-01

DEO DIAGEO PLC3.2K shares-11.76%2026-03-312026-05-01

GLOF ISHARES TR4.6K shares0.00%2026-03-312026-05-01

MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-05-01

Sponsored

NVS NOVARTIS AG1.5K sharesnew addition2026-03-312026-05-01

IQV IQVIA HLDGS INC1.3K sharesnew addition2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR8.7K sharesnew addition2026-03-312026-05-01

NVT NVENT ELEC PLC1.8K sharesnew addition2026-03-312026-05-01

SPYG SPDR SERIES TRUST2.2K shares0.00%2026-03-312026-05-01

ESGD ISHARES TR2.2K shares-24.10%2026-03-312026-05-01

VO VANGUARD INDEX FDS719 sharesnew addition2026-03-312026-05-01

BSCR INVESCO EXCH TRD SLF IDX FD10.5K sharesnew addition2026-03-312026-05-01

Sponsored

MFC MANULIFE FINL CORP6.0K sharesnew addition2026-03-312026-05-01

BSCS INVESCO EXCH TRD SLF IDX FD10.0K sharesnew addition2026-03-312026-05-01

ENR ENERGIZER HLDGS INC10.3K sharesnew addition2026-03-312026-05-01

CLVT CLARIVATE PLC60.4K sharesnew addition2026-03-312026-05-01

NEOG NEOGEN CORP16.1K sharesnew addition2026-03-312026-05-01

CCC CCC INTELLIGENT SOLUTIONS HL20.8K sharesnew addition2026-03-312026-05-01

AVTR AVANTOR INC14.2K sharesnew addition2026-03-312026-05-01

AVUS

AMERICAN CENTY ETF TR

11.26%

Shares179.6K

Event2026-03-31

Filed2026-05-01

GARP

ISHARES TR

12.54%

Shares251.1K

Event2026-03-31

Filed2026-05-01

RECS

COLUMBIA ETF TR I

18.24%

Shares337.0K

Event2026-03-31

Filed2026-05-01

JMOM

J P MORGAN EXCHANGE TRADED F

7.96%

Shares188.9K

Event2026-03-31

Filed2026-05-01

QEFA

SPDR INDEX SHS FDS

4.99%

Shares137.3K

Event2026-03-31

Filed2026-05-01

AUSF

GLOBAL X FDS

14.43%

Shares261.2K

Event2026-03-31

Filed2026-05-01

AVUV

AMERICAN CENTY ETF TR

0.43%

Shares111.6K

Event2026-03-31

Filed2026-05-01

MGV

VANGUARD WORLD FD

0.82%

Shares83.9K

Event2026-03-31

Filed2026-05-01

FNDF

SCHWAB STRATEGIC TR

New

Shares242.8K

Event2026-03-31

Filed2026-05-01

IUS

INVESCO EXCH TRD SLF IDX FD

3.32%

Shares203.3K

Event2026-03-31

Filed2026-05-01

DBAW

DBX ETF TR

11.54%

Shares261.8K

Event2026-03-31

Filed2026-05-01

JAVA

J P MORGAN EXCHANGE TRADED F

1.94%

Shares153.4K

Event2026-03-31

Filed2026-05-01

DBEF

DBX ETF TR

6.64%

Shares219.8K

Event2026-03-31

Filed2026-05-01

FNDX

SCHWAB STRATEGIC TR

New

Shares383.5K

Event2026-03-31

Filed2026-05-01

AVDE

AMERICAN CENTY ETF TR

7.92%

Shares125.3K

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

4.13%

Shares50.5K

Event2026-03-31

Filed2026-05-01

HEQT

SIMPLIFY EXCHANGE TRADED FUN

10.77%

Shares302.5K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

251.77%

Shares25.0K

Event2026-03-31

Filed2026-05-01

OAKM

HARRIS OAKMARK ETF TRUST

New

Shares335.4K

Event2026-03-31

Filed2026-05-01

SPYM

SPDR SERIES TRUST

1.06%

Shares110.4K

Event2026-03-31

Filed2026-05-01

SPIB

SPDR SERIES TRUST

8.93%

Shares236.0K

Event2026-03-31

Filed2026-05-01

DGRO

ISHARES TR

New

Shares112.2K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-1.11%

Shares24.2K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

99.10%

Shares29.2K

Event2026-03-31

Filed2026-05-01

QUS

SPDR SERIES TRUST

8.56%

Shares42.4K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

211.36%

Shares24.7K

Event2026-03-31

Filed2026-05-01

HEFA

ISHARES TR

7.16%

Shares149.9K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

2381.55%

Shares76.7K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

5.92%

Shares116.0K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

New

Shares63.2K

Event2026-03-31

Filed2026-05-01

SPDW

SPDR INDEX SHS FDS

-1.69%

Shares125.2K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO

707.44%

Shares18.5K

Event2026-03-31

Filed2026-05-01

FDX

FEDEX CORP

506.26%

Shares15.2K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD TAX-MANAGED FDS

-1.26%

Shares83.0K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

432.12%

Shares21.7K

Event2026-03-31

Filed2026-05-01

EMGF

ISHARES INC

1.91%

Shares87.8K

Event2026-03-31

Filed2026-05-01

VYMI

VANGUARD WHITEHALL FDS

1.54%

Shares55.7K

Event2026-03-31

Filed2026-05-01

USB

US BANCORP

633.49%

Shares99.6K

Event2026-03-31

Filed2026-05-01

QYLD

GLOBAL X FDS

8.26%

Shares294.7K

Event2026-03-31

Filed2026-05-01

RDVI

FIRST TR EXCHANGE-TRADED FD

6.36%

Shares197.5K

Event2026-03-31

Filed2026-05-01

FTHI

FIRST TR EXCHANGE TRADED FD

9.76%

Shares218.9K

Event2026-03-31

Filed2026-05-01

ADX

ADAMS DIVERSIFIED EQUITY FD

7.83%

Shares225.2K

Event2026-03-31

Filed2026-05-01

JIRE

J P MORGAN EXCHANGE TRADED F

5.82%

Shares64.6K

Event2026-03-31

Filed2026-05-01

COF

CAPITAL ONE FINL CORP

647.05%

Shares26.3K

Event2026-03-31

Filed2026-05-01

SCHW

SCHWAB CHARLES CORP

678.12%

Shares48.7K

Event2026-03-31

Filed2026-05-01

AVEM

AMERICAN CENTY ETF TR

0.53%

Shares55.4K

Event2026-03-31

Filed2026-05-01

XCEM

COLUMBIA ETF TR II

-4.66%

Shares102.9K

Event2026-03-31

Filed2026-05-01

BUD

ANHEUSER BUSCH INBEV SA NV

691.33%

Shares60.3K

Event2026-03-31

Filed2026-05-01

EMXC

ISHARES INC

1.74%

Shares51.5K

Event2026-03-31

Filed2026-05-01

COWZ

PACER FDS TR

7.27%

Shares64.7K

Event2026-03-31

Filed2026-05-01

AIRR

FIRST TR EXCHANGE TRADED FD

2.77%

Shares36.5K

Event2026-03-31

Filed2026-05-01

WTW

WILLIS TOWERS WATSON PLC LTD

891.37%

Shares13.6K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

438.55%

Shares7.9K

Event2026-03-31

Filed2026-05-01

MCK

MCKESSON CORP

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-01

FRDM

EA SERIES TRUST

9.39%

Shares70.7K

Event2026-03-31

Filed2026-05-01

WASTE MGMT INC DEL

449.50%

Shares16.6K

Event2026-03-31

Filed2026-05-01

SPMD

SPDR SERIES TRUST

-3.85%

Shares63.1K

Event2026-03-31

Filed2026-05-01

FYLD

CAMBRIA ETF TR

-2.13%

Shares99.9K

Event2026-03-31

Filed2026-05-01

PEP

PEPSICO INC

520.08%

Shares23.4K

Event2026-03-31

Filed2026-05-01

EMLP

FIRST TR EXCHANGE-TRADED FD

2.83%

Shares79.7K

Event2026-03-31

Filed2026-05-01

JPMB

J P MORGAN EXCHANGE TRADED F

9.37%

Shares85.8K

Event2026-03-31

Filed2026-05-01

SYY

SYSCO CORP

876.29%

Shares47.1K

Event2026-03-31

Filed2026-05-01

MTUM

ISHARES TR

-1.56%

Shares13.2K

Event2026-03-31

Filed2026-05-01

CHRW

C H ROBINSON WORLDWIDE IN

New

Shares18.6K

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

515.72%

Shares20.6K

Event2026-03-31

Filed2026-05-01

GRNY

TIDAL TRUST I

27.06%

Shares121.9K

Event2026-03-31

Filed2026-05-01

DGT

SPDR SERIES TRUST

25.34%

Shares17.0K

Event2026-03-31

Filed2026-05-01

GLOV

GOLDMAN SACHS ETF TR

14.87%

Shares49.0K

Event2026-03-31

Filed2026-05-01

BDX

BECTON DICKINSON & CO

438.27%

Shares16.5K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-01

MEDTRONIC PLC

478.17%

Shares27.0K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

542.09%

Shares2.3K

Event2026-03-31

Filed2026-05-01

VXF

VANGUARD INDEX FDS

-1.31%

Shares10.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

112.84%

Shares10.5K

Event2026-03-31

Filed2026-05-01

DIS

DISNEY WALT CO

577.95%

Shares22.3K

Event2026-03-31

Filed2026-05-01

TMO

THERMO FISHER SCIENTIFIC INC

461.64%

Shares4.2K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

88.55%

Shares3.0K

Event2026-03-31

Filed2026-05-01

UPS

UNITED PARCEL SVCS INC

167.49%

Shares19.1K

Event2026-03-31

Filed2026-05-01

DHR

DANAHER CORP DEL

512.64%

Shares9.6K

Event2026-03-31

Filed2026-05-01

VIG

VANGUARD SPECIALIZED FUNDS

-0.38%

Shares7.9K

Event2026-03-31

Filed2026-05-01

PAYX

PAYCHEX INC

371.49%

Shares17.4K

Event2026-03-31

Filed2026-05-01

MOAT

VANECK ETF TRUST

13.42%

Shares16.1K

Event2026-03-31

Filed2026-05-01

IJH

ISHARES TR

New

Shares21.5K

Event2026-03-31

Filed2026-05-01

KDP

KEURIG DR PEPPER INC

347.81%

Shares54.3K

Event2026-03-31

Filed2026-05-01

AVGE

AMERICAN CENTY ETF TR

55.41%

Shares15.9K

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-1.33%

Shares3.2K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

48.40%

Shares8.0K

Event2026-03-31

Filed2026-05-01

CGGE

CAPITAL GROUP GLOBAL EQUITY

47.65%

Shares40.5K

Event2026-03-31

Filed2026-05-01

OTIS

OTIS WORLDWIDE CORP

432.44%

Shares15.5K

Event2026-03-31

Filed2026-05-01

CSHI

NEOS ETF TRUST

New

Shares23.2K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-01

ABNB

AIRBNB INC

364.75%

Shares8.8K

Event2026-03-31

Filed2026-05-01

CRM

SALESFORCE INC

New

Shares5.9K

Event2026-03-31

Filed2026-05-01

SPEM

SPDR INDEX SHS FDS

-10.35%

Shares22.9K

Event2026-03-31

Filed2026-05-01

COWG

PACER FDS TR

46.24%

Shares31.6K

Event2026-03-31

Filed2026-05-01

PPA

INVESCO EXCHANGE TRADED FD T

7.47%

Shares6.1K

Event2026-03-31

Filed2026-05-01

AIQ

GLOBAL X FDS

17.07%

Shares21.1K

Event2026-03-31

Filed2026-05-01

JQUA

J P MORGAN EXCHANGE TRADED F

55.42%

Shares15.8K

Event2026-03-31

Filed2026-05-01

PPH

VANECK ETF TRUST

New

Shares9.0K

Event2026-03-31

Filed2026-05-01

LPLA

LPL FINL HLDGS INC

New

Shares3.1K

Event2026-03-31

Filed2026-05-01

FIW

FIRST TR EXCHANGE-TRADED FD

19.72%

Shares8.9K

Event2026-03-31

Filed2026-05-01

KVUE

KENVUE INC

New

Shares50.2K

Event2026-03-31

Filed2026-05-01

CPRT

COPART INC

New

Shares25.5K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-7.15%

Shares2.9K

Event2026-03-31

Filed2026-05-01

ACIO

ETF SER SOLUTIONS

5.70%

Shares19.3K

Event2026-03-31

Filed2026-05-01

USFD

US FOODS HLDG CORP

New

Shares8.7K

Event2026-03-31

Filed2026-05-01