Sponsored

The Analysis of ARVEST INVESTMENTS, INC.'s Holdings & P&L

Currently, ARVEST INVESTMENTS, INC. holds 199 types of securities in its portfolio with a total value $733.4M. In the most recent quarter, they have increased their positions in XTWO (+122.0K shares, valued at $6.0M), IGV (+54.7K shares, valued at $4.4M), FTGC (+119.9K shares, valued at $3.4M); decreased their positions in IVW (-38.3K shares, valued at $4.3M), IWD (-12.2K shares, valued at $2.6M), SDVY (-65.7K shares, valued at $2.6M); initiated new positions in XTWO (+122.0K shares, valued at $6.0M), IGV (+54.7K shares, valued at $4.4M), PANW (+15.9K shares, valued at $2.6M).

1M P&L

+16.3M+2.36%

3M P&L

+17.5M+2.53%

HY P&L

+46.7M+7.08%

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/A537.8M

81.4%

2Utilities - Regulated Electric10.9M

1.6%

3Software - Infrastructure9.9M

1.5%

Top Industries by Stock Count

1N/A83 stocks

45.6%

2Utilities - Regulated Electric10 stocks

5.5%

3Drug Manufacturers - General6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS900.3K shares4.50%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T261.0K shares-0.59%2026-03-312026-04-14

GIGB GOLDMAN SACHS ETF TR745.6K shares6.80%2026-03-312026-04-14

JMBS JANUS DETROIT STR TR604.3K shares-0.68%2026-03-312026-04-14

IVV ISHARES TR37.5K shares4.94%2026-03-312026-04-14

CMBS ISHARES TR465.1K shares6.15%2026-03-312026-04-14

MBB ISHARES TR219.9K shares-2.65%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F380.9K shares1.53%2026-03-312026-04-14

Sponsored

VOE VANGUARD INDEX FDS110.9K shares0.24%2026-03-312026-04-14

GSLC GOLDMAN SACHS ETF TR149.5K shares3.79%2026-03-312026-04-14

GEM GOLDMAN SACHS ETF TR416.2K shares1.53%2026-03-312026-04-14

IEF ISHARES TR186.9K shares17.55%2026-03-312026-04-14

VBR VANGUARD INDEX FDS71.1K shares-0.33%2026-03-312026-04-14

TPYP TORTOISE CAPITAL SERIES TRUS344.0K shares-6.18%2026-03-312026-04-14

EIPI FIRST TR EXCHNG TRADED FD VI615.2K shares10.26%2026-03-312026-04-14

VOT VANGUARD INDEX FDS47.9K shares9.40%2026-03-312026-04-14

Sponsored

TLH ISHARES TR119.5K shares26.34%2026-03-312026-04-14

IEI ISHARES TR94.1K shares5.87%2026-03-312026-04-14

FTGC FIRST TR EXCHANGE TRAD FD VI376.7K shares46.68%2026-03-312026-04-14

EFA ISHARES TR98.8K shares-3.55%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 4015.5K shares-3.98%2026-03-312026-04-14

SPYM SPDR SERIES TRUST120.6K shares-6.52%2026-03-312026-04-14

VBK VANGUARD INDEX FDS29.5K shares-0.39%2026-03-312026-04-14

AGZ ISHARES TR78.4K shares-12.12%2026-03-312026-04-14

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD197.8K shares-24.93%2026-03-312026-04-14

ALPHABET INC ALPHABET INC25.9K shares2.96%2026-03-312026-04-14

SCZ ISHARES TR94.6K shares-0.72%2026-03-312026-04-14

FLJP FRANKLIN TEMPLETON ETF TR198.3K shares-0.44%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO23.8K shares-0.81%2026-03-312026-04-14

AAPL APPLE INC27.5K shares10.40%2026-03-312026-04-14

MSFT MICROSOFT CORP18.8K shares35.76%2026-03-312026-04-14

SCHP SCHWAB STRATEGIC TR259.4K shares7.04%2026-03-312026-04-14

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD92.0K shares2.32%2026-03-312026-04-14

AMZN AMAZON COM INC29.1K shares28.21%2026-03-312026-04-14

XTWO BONDBLOXX ETF TRUST122.0K sharesnew addition2026-03-312026-04-14

WMT WALMART INC48.3K shares-15.20%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS72.3K shares3.56%2026-03-312026-04-14

IDV ISHARES TR119.9K shares29.88%2026-03-312026-04-14

SPHY SPDR SERIES TRUST212.6K shares12.47%2026-03-312026-04-14

NVDA NVIDIA CORPORATION27.4K shares5.87%2026-03-312026-04-14

Sponsored

AIQ GLOBAL X FDS102.4K shares37.36%2026-03-312026-04-14

VNQI VANGUARD INTL EQUITY INDEX F101.7K shares9.67%2026-03-312026-04-14

IGV ISHARES TR54.7K sharesnew addition2026-03-312026-04-14

VGSH VANGUARD SCOTTSDALE FDS74.7K shares2.23%2026-03-312026-04-14

IVW ISHARES TR38.6K shares-49.82%2026-03-312026-04-14

AIRR FIRST TR EXCHANGE TRADED FD38.0K shares-11.35%2026-03-312026-04-14

XOM EXXON MOBIL CORP24.6K shares1.23%2026-03-312026-04-14

PIN INVESCO INDIA EXCHANGE-TRADE197.8K shares41.87%2026-03-312026-04-14

Sponsored

MERCK & CO INC MERCK & CO INC28.6K shares-8.49%2026-03-312026-04-14

LITP SPROTT FDS TR258.4K shares10.60%2026-03-312026-04-14

PAVE GLOBAL X FDS62.5K shares-4.85%2026-03-312026-04-14

IJR ISHARES TR21.2K shares-3.10%2026-03-312026-04-14

GMOM CAMBRIA ETF TR72.4K shares-3.98%2026-03-312026-04-14

FLOT ISHARES TR50.8K shares12.92%2026-03-312026-04-14

TLT ISHARES TR29.8K shares9.15%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC15.9K sharesnew addition2026-03-312026-04-14

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD15.0K shares-1.71%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND5.2K shares-2.98%2026-03-312026-04-14

LGOV FIRST TR EXCHANGE-TRADED FD109.6K shares-32.17%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON8.9K shares-21.89%2026-03-312026-04-14

OKE ONEOK INC NEW22.0K shares-1.80%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC9.1K shares220.99%2026-03-312026-04-14

ES EVERSOURCE ENERGY25.7K shares-2.45%2026-03-312026-04-14

GBIL GOLDMAN SACHS ETF TR17.7K shares4.36%2026-03-312026-04-14

Sponsored

LNG CHENIERE ENERGY INC6.1K shares-4.69%2026-03-312026-04-14

META META PLATFORMS INC3.0K shares58.69%2026-03-312026-04-14

EMB ISHARES TR17.9K sharesnew addition2026-03-312026-04-14

TFC TRUIST FINL CORP36.1K shares-2.18%2026-03-312026-04-14

BROADCOM INC BROADCOM INC5.1K shares-0.90%2026-03-312026-04-14

PEG PUBLIC SVC ENTERPRISE GROUP19.5K shares-2.03%2026-03-312026-04-14

CVX CHEVRON CORPORATION7.6K shares-2.03%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC5.3K shares-1.25%2026-03-312026-04-14

Sponsored

CFG CITIZENS FINL GROUP INC25.5K shares-2.26%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC4.5K shares-45.84%2026-03-312026-04-14

ABBV ABBVIE INC6.9K shares-1.20%2026-03-312026-04-14

EOG EOG RES INC10.2K shares-3.96%2026-03-312026-04-14

MCD MCDONALDS CORP4.6K shares-1.98%2026-03-312026-04-14

UNILEVER PLC UNILEVER PLC24.7K shares-2.08%2026-03-312026-04-14

DTE DTE ENERGY CO9.4K shares-1.84%2026-03-312026-04-14

PRU PRUDENTIAL FINL INC14.0K shares-2.04%2026-03-312026-04-14

Sponsored

LNT ALLIANT ENERGY CORP18.8K shares-2.37%2026-03-312026-04-14

EQIX EQUINIX INC1.4K shares-0.81%2026-03-312026-04-14

PG PROCTER & GAMBLE CO8.8K shares-17.89%2026-03-312026-04-14

HP INC HP INC65.0K shares323.23%2026-03-312026-04-14

ECL ECOLAB INC4.6K shares13.62%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.1K sharesnew addition2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP5.7K shares-31.45%2026-03-312026-04-14

HON HONEYWELL INTL INC5.4K shares-1.24%2026-03-312026-04-14

Sponsored

LMT LOCKHEED MARTIN CORP2.0K shares-1.91%2026-03-312026-04-14

LOW LOWES COS INC5.0K shares-7.25%2026-03-312026-04-14

HBAN HUNTINGTON BANCSHARES INC72.1K shares-2.30%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS4.6K shares-0.45%2026-03-312026-04-14

IQV IQVIA HLDGS INC6.6K shares-0.63%2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION19.9K sharesnew addition2026-03-312026-04-14

EIX EDISON INTL14.9K shares-2.20%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.1K shares-1.38%2026-03-312026-04-14

Sponsored

BAC BANK AMERICA CORP21.7K shares-0.98%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP5.8K shares-0.86%2026-03-312026-04-14

FE FIRSTENERGY CORP20.7K shares-2.32%2026-03-312026-04-14

COP CONOCOPHILLIPS7.9K shares-1.70%2026-03-312026-04-14

ATO ATMOS ENERGY CORP5.6K shares-2.46%2026-03-312026-04-14

HD HOME DEPOT INC3.1K shares35.98%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC8.9K shares-2.19%2026-03-312026-04-14

IP INTERNATIONAL PAPER CO28.3K shares-1.73%2026-03-312026-04-14

Sponsored

CRM SALESFORCE INC5.2K shares29.56%2026-03-312026-04-14

KEY KEYCORP48.3K shares-2.11%2026-03-312026-04-14

NRG NRG ENERGY INC6.6K shares-9.84%2026-03-312026-04-14

PFE PFIZER INC32.1K shares-1.98%2026-03-312026-04-14

F FORD MTR CO76.7K shares-2.31%2026-03-312026-04-14

OMC OMNICOM GROUP INC11.4K shares-57.01%2026-03-312026-04-14

LLY ELI LILLY & CO921 shares-4.76%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC6.7K shares59.35%2026-03-312026-04-14

Sponsored

HRL HORMEL FOODS CORP36.4K shares-4.82%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares-0.36%2026-03-312026-04-14

NEE NEXTERA ENERGY INC8.5K shares-2.46%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.6K shares-0.12%2026-03-312026-04-14

TROW PRICE T ROWE GROUP INC8.4K shares-1.76%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO2.5K shares-1.12%2026-03-312026-04-14

PNW PINNACLE WEST CAP CORP7.4K shares-1.96%2026-03-312026-04-14

AMAT APPLIED MATLS INC2.1K shares-43.18%2026-03-312026-04-14

Sponsored

CPB THE CAMPBELLS COMPANY32.8K shares-2.06%2026-03-312026-04-14

KDP KEURIG DR PEPPER INC27.3K shares-2.40%2026-03-312026-04-14

CBOE CBOE GLOBAL MKTS INC2.4K shares-2.23%2026-03-312026-04-14

AES AES CORP46.6K shares-2.80%2026-03-312026-04-14

PKG PACKAGING CORP AMER3.1K shares-1.89%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC1.6K shares94.23%2026-03-312026-04-14

T AT&T INC20.3K shares-2.91%2026-03-312026-04-14

IWF ISHARES TR1.4K shares6.58%2026-03-312026-04-14

Sponsored

NFLX NETFLIX INC.5.9K sharesnew addition2026-03-312026-04-14

RTX RTX CORPORATION2.9K shares-1.74%2026-03-312026-04-14

ARES ARES MANAGEMENT CORPORATION5.2K sharesnew addition2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC4.3K shares-2.43%2026-03-312026-04-14

MA MASTERCARD INCORPORATED1.1K shares32.30%2026-03-312026-04-14

EXC EXELON CORP11.0K shares-2.33%2026-03-312026-04-14

NVS NOVARTIS AG3.4K shares-2.25%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION512 shares0.59%2026-03-312026-04-14

Sponsored

CVS CVS HEALTH CORP7.1K sharesnew addition2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC10.1K shares-1.85%2026-03-312026-04-14

IVZ INVESCO LTD20.1K shares-2.49%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC6.7K sharesnew addition2026-03-312026-04-14

MDLZ MONDELEZ INTL INC8.3K shares27.38%2026-03-312026-04-14

TXN TEXAS INSTRS INC2.3K shares-1.39%2026-03-312026-04-14

UNP UNION PAC CORP1.8K shares-71.82%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO6.9K shares-1.88%2026-03-312026-04-14

Sponsored

IWD ISHARES TR1.9K shares-86.61%2026-03-312026-04-14

DOC HEALTHPEAK PROPERTIES INC24.5K shares-2.75%2026-03-312026-04-14

ORCL ORACLE CORP2.7K shares10.56%2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP6.3K shares112.40%2026-03-312026-04-14

DXCM DEXCOM INC6.2K sharesnew addition2026-03-312026-04-14

DTD WISDOMTREE TR4.5K shares-2.44%2026-03-312026-04-14

BBY BEST BUY INC5.8K shares-2.22%2026-03-312026-04-14

CAT CATERPILLAR INC523 sharesnew addition2026-03-312026-04-14

Sponsored

KR KROGER CO4.9K sharesnew addition2026-03-312026-04-14

CAG CONAGRA BRANDS INC22.5K shares-2.40%2026-03-312026-04-14

IWM ISHARES TR1.4K shares-23.15%2026-03-312026-04-14

NTAP NETAPP INC3.3K sharesnew addition2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC734 shares18.96%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.1K shares-0.36%2026-03-312026-04-14

WFC WELLS FARGO & CO3.8K shares-0.31%2026-03-312026-04-14

V VISA INC995 sharesnew addition2026-03-312026-04-14

Sponsored

DIS DISNEY WALT CO3.0K sharesnew addition2026-03-312026-04-14

TBLL INVESCO EXCH TRADED FD TR II2.5K shares-78.85%2026-03-312026-04-14

PYPL PAYPAL HLDGS INC5.5K shares39.25%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC533 shares-0.19%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T370 shares-65.61%2026-03-312026-04-14

FNF FIDELITY NATL FINL INC4.1K shares-4.37%2026-03-312026-04-14

DWX SPDR INDEX SHS FDS3.5K shares-2.14%2026-03-312026-04-14

CGBL CAPITAL GROUP CORE BALANCED1.8K shares0.00%2026-03-312026-04-14

Sponsored

AOR ISHARES TR883 shares0.00%2026-03-312026-04-14

CFR CULLEN FROST BANKERS INC349 shares0.58%2026-03-312026-04-14

CGDG CAPITAL GROUP DIVIDEND GROWE1.3K shares0.00%2026-03-312026-04-14

CGDV CAPITAL GROUP DIVIDEND VALUE1.0K shares0.00%2026-03-312026-04-14

VUG VANGUARD INDEX FDS98 shares0.00%2026-03-312026-04-14

MMSC FIRST TR EXCHNG TRADED FD VI1.6K sharesnew addition2026-03-312026-04-14

KMI KINDER MORGAN INC DEL1.0K shares0.00%2026-03-312026-04-14

VTV VANGUARD INDEX FDS132 shares0.00%2026-03-312026-04-14

Sponsored

CGCB CAPITAL GRP FIXED INCM ETF T976 shares0.00%2026-03-312026-04-14

CGCP CAPITAL GRP FIXED INCM ETF T1.1K shares0.00%2026-03-312026-04-14

KMID VIRTUS ETF TR II849 shares0.00%2026-03-312026-04-14

CGUS CAPITAL GROUP CORE EQUITY ET409 shares0.00%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR112 shares0.00%2026-03-312026-04-14

CGGO CAPITAL GROUP GBL GROWTH EQT442 shares0.00%2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP50 shares0.00%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR84 shares-63.16%2026-03-312026-04-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS18 shares0.00%2026-03-312026-04-14

AGG ISHARES TR104 shares-98.40%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS139 shares0.00%2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR70 shares0.00%2026-03-312026-04-14

MTUM ISHARES TR31 sharesnew addition2026-03-312026-04-14

VB VANGUARD INDEX FDS22 shares0.00%2026-03-312026-04-14

CGGR CAPITAL GROUP GROWTH ETF115 shares0.00%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR51 shares0.00%2026-03-312026-04-14

Sponsored

JPST J P MORGAN EXCHANGE TRADED F63 shares0.00%2026-03-312026-04-14

VO VANGUARD INDEX FDS11 shares0.00%2026-03-312026-04-14

CCL CARNIVAL CORP102 shares0.00%2026-03-312026-04-14

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV114 shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR21 sharesnew addition2026-03-312026-04-14

FNDX SCHWAB STRATEGIC TR15 shares0.00%2026-03-312026-04-14

DVY ISHARES TR1 shares-99.72%2026-03-312026-04-14

VEA

VANGUARD TAX-MANAGED FDS

4.50%

Shares900.3K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-0.59%

Shares261.0K

Event2026-03-31

Filed2026-04-14

GIGB

GOLDMAN SACHS ETF TR

6.80%

Shares745.6K

Event2026-03-31

Filed2026-04-14

JMBS

JANUS DETROIT STR TR

-0.68%

Shares604.3K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

4.94%

Shares37.5K

Event2026-03-31

Filed2026-04-14

CMBS

ISHARES TR

6.15%

Shares465.1K

Event2026-03-31

Filed2026-04-14

MBB

ISHARES TR

-2.65%

Shares219.9K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

1.53%

Shares380.9K

Event2026-03-31

Filed2026-04-14

VOE

VANGUARD INDEX FDS

0.24%

Shares110.9K

Event2026-03-31

Filed2026-04-14

GSLC

GOLDMAN SACHS ETF TR

3.79%

Shares149.5K

Event2026-03-31

Filed2026-04-14

GEM

GOLDMAN SACHS ETF TR

1.53%

Shares416.2K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

17.55%

Shares186.9K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

-0.33%

Shares71.1K

Event2026-03-31

Filed2026-04-14

TPYP

TORTOISE CAPITAL SERIES TRUS

-6.18%

Shares344.0K

Event2026-03-31

Filed2026-04-14

EIPI

FIRST TR EXCHNG TRADED FD VI

10.26%

Shares615.2K

Event2026-03-31

Filed2026-04-14

VOT

VANGUARD INDEX FDS

9.40%

Shares47.9K

Event2026-03-31

Filed2026-04-14

TLH

ISHARES TR

26.34%

Shares119.5K

Event2026-03-31

Filed2026-04-14

IEI

ISHARES TR

5.87%

Shares94.1K

Event2026-03-31

Filed2026-04-14

FTGC

FIRST TR EXCHANGE TRAD FD VI

46.68%

Shares376.7K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

-3.55%

Shares98.8K

Event2026-03-31

Filed2026-04-14

MDY

STATE STR SPDR S&P MIDCAP 40

-3.98%

Shares15.5K

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

-6.52%

Shares120.6K

Event2026-03-31

Filed2026-04-14

VBK

VANGUARD INDEX FDS

-0.39%

Shares29.5K

Event2026-03-31

Filed2026-04-14

AGZ

ISHARES TR

-12.12%

Shares78.4K

Event2026-03-31

Filed2026-04-14

SDVY

FIRST TR EXCHANGE TRADED FD

-24.93%

Shares197.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

2.96%

Shares25.9K

Event2026-03-31

Filed2026-04-14

SCZ

ISHARES TR

-0.72%

Shares94.6K

Event2026-03-31

Filed2026-04-14

FLJP

FRANKLIN TEMPLETON ETF TR

-0.44%

Shares198.3K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-0.81%

Shares23.8K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

10.40%

Shares27.5K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

35.76%

Shares18.8K

Event2026-03-31

Filed2026-04-14

SCHP

SCHWAB STRATEGIC TR

7.04%

Shares259.4K

Event2026-03-31

Filed2026-04-14

RDVY

FIRST TR EXCHANGE TRADED FD

2.32%

Shares92.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

28.21%

Shares29.1K

Event2026-03-31

Filed2026-04-14

XTWO

BONDBLOXX ETF TRUST

New

Shares122.0K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

-15.20%

Shares48.3K

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

3.56%

Shares72.3K

Event2026-03-31

Filed2026-04-14

IDV

ISHARES TR

29.88%

Shares119.9K

Event2026-03-31

Filed2026-04-14

SPHY

SPDR SERIES TRUST

12.47%

Shares212.6K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

5.87%

Shares27.4K

Event2026-03-31

Filed2026-04-14

AIQ

GLOBAL X FDS

37.36%

Shares102.4K

Event2026-03-31

Filed2026-04-14

VNQI

VANGUARD INTL EQUITY INDEX F

9.67%

Shares101.7K

Event2026-03-31

Filed2026-04-14

IGV

ISHARES TR

New

Shares54.7K

Event2026-03-31

Filed2026-04-14

VGSH

VANGUARD SCOTTSDALE FDS

2.23%

Shares74.7K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

-49.82%

Shares38.6K

Event2026-03-31

Filed2026-04-14

AIRR

FIRST TR EXCHANGE TRADED FD

-11.35%

Shares38.0K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

1.23%

Shares24.6K

Event2026-03-31

Filed2026-04-14

INVESCO INDIA EXCHANGE-TRADE

41.87%

Shares197.8K

Event2026-03-31

Filed2026-04-14

MERCK & CO INC

-8.49%

Shares28.6K

Event2026-03-31

Filed2026-04-14

LITP

SPROTT FDS TR

10.60%

Shares258.4K

Event2026-03-31

Filed2026-04-14

PAVE

GLOBAL X FDS

-4.85%

Shares62.5K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

-3.10%

Shares21.2K

Event2026-03-31

Filed2026-04-14

GMOM

CAMBRIA ETF TR

-3.98%

Shares72.4K

Event2026-03-31

Filed2026-04-14

FLOT

ISHARES TR

12.92%

Shares50.8K

Event2026-03-31

Filed2026-04-14

TLT

ISHARES TR

9.15%

Shares29.8K

Event2026-03-31

Filed2026-04-14

PANW

PALO ALTO NETWORKS INC

New

Shares15.9K

Event2026-03-31

Filed2026-04-14

GRID

FIRST TR EXCHANGE-TRADED FD

-1.71%

Shares15.0K

Event2026-03-31

Filed2026-04-14

DIA

STATE STR SPDR DOW JONES IND

-2.98%

Shares5.2K

Event2026-03-31

Filed2026-04-14

LGOV

FIRST TR EXCHANGE-TRADED FD

-32.17%

Shares109.6K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-21.89%

Shares8.9K

Event2026-03-31

Filed2026-04-14

OKE

ONEOK INC NEW

-1.80%

Shares22.0K

Event2026-03-31

Filed2026-04-14

AMD

ADVANCED MICRO DEVICES INC

220.99%

Shares9.1K

Event2026-03-31

Filed2026-04-14

EVERSOURCE ENERGY

-2.45%

Shares25.7K

Event2026-03-31

Filed2026-04-14

GBIL

GOLDMAN SACHS ETF TR

4.36%

Shares17.7K

Event2026-03-31

Filed2026-04-14

LNG

CHENIERE ENERGY INC

-4.69%

Shares6.1K

Event2026-03-31

Filed2026-04-14