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The Analysis of AssuredPartners Investment Advisors, LLC's Holdings & P&L

Currently, AssuredPartners Investment Advisors, LLC holds 402 types of securities in its portfolio with a total value $919.2M. In the most recent quarter, they have increased their positions in BIL (+317.9K shares, valued at $29.1M), VV (+73.0K shares, valued at $22.1M), IXUS (+174.5K shares, valued at $15.3M); decreased their positions in N/A (-102.5K shares, valued at $9.0M), FBCG (-100.7K shares, valued at $5.2M), QQQM (-16.3K shares, valued at $4.0M); initiated new positions in VV (+73.0K shares, valued at $22.1M), SMLF (+163.2K shares, valued at $12.5M), JAAA (+148.5K shares, valued at $7.5M).

1M P&L

+33.6M+3.88%

3M P&L

+41.2M+4.81%

HY P&L

+90.0M+11.12%

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/A487.9M

58.7%

2Semiconductors32.3M

3.9%

3Software - Infrastructure24.4M

2.9%

Top Industries by Stock Count

1N/A182 stocks

49.5%

2Software - Application8 stocks

2.2%

3Banks - Regional8 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BIL SPDR SERIES TRUST372.2K shares586.20%2026-03-312026-04-13

VV VANGUARD INDEX FDS73.0K sharesnew addition2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST395.4K shares2.22%2026-03-312026-04-13

FBCG FIDELITY COVINGTON TRUST416.7K shares-19.46%2026-03-312026-04-13

AAPL APPLE INC81.7K shares29.84%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS34.9K shares4.33%2026-03-312026-04-13

SPTM SPDR SERIES TRUST247.4K shares0.91%2026-03-312026-04-13

ALPHABET INC ALPHABET INC65.6K shares42.96%2026-03-312026-04-13

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T119.6K shares-8.60%2026-03-312026-04-13

NVDA NVIDIA CORPORATION96.1K shares37.55%2026-03-312026-04-13

MSFT MICROSOFT CORP43.9K shares58.64%2026-03-312026-04-13

IXUS ISHARES TR177.3K shares6235.01%2026-03-312026-04-13

SMLF ISHARES TR163.2K sharesnew addition2026-03-312026-04-13

JPM JPMORGAN CHASE & CO40.4K shares44.80%2026-03-312026-04-13

LHX L3HARRIS TECHNOLOGIES INC31.9K shares64.83%2026-03-312026-04-13

FSMD FIDELITY COVINGTON TRUST247.4K shares1.40%2026-03-312026-04-13

Sponsored

MU MICRON TECHNOLOGY INC27.1K shares-19.34%2026-03-312026-04-13

XOM EXXON MOBIL CORP61.7K shares16.74%2026-03-312026-04-13

IHDG WISDOMTREE TR203.5K shares1.58%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST251.2K shares-6.34%2026-03-312026-04-13

AMZN AMAZON COM INC41.5K shares119.47%2026-03-312026-04-13

DEM WISDOMTREE TR170.3K shares1.75%2026-03-312026-04-13

CSCO CISCO SYS INC104.2K shares16.59%2026-03-312026-04-13

DFSD DIMENSIONAL ETF TRUST174.2K shares1.92%2026-03-312026-04-13

Sponsored

BROADCOM INC BROADCOM INC24.2K shares25.30%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS50.8K shares238.31%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR148.5K sharesnew addition2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST172.5K shares-1.18%2026-03-312026-04-13

BAC BANK AMERICA CORP143.6K shares27.33%2026-03-312026-04-13

TSLA TESLA INC20.3K shares0.76%2026-03-312026-04-13

JPIB J P MORGAN EXCHANGE TRADED F144.5K shares2.18%2026-03-312026-04-13

VYMI VANGUARD WHITEHALL FDS71.7K shares465.56%2026-03-312026-04-13

Sponsored

VTI VANGUARD INDEX FDS20.2K shares44.03%2026-03-312026-04-13

LLY ELI LILLY & CO7.0K shares229.33%2026-03-312026-04-13

META META PLATFORMS INC11.2K shares87.46%2026-03-312026-04-13

FENY FIDELITY COVINGTON TRUST182.7K sharesnew addition2026-03-312026-04-13

CASY CASEYS GEN STORES INC8.0K shares1.40%2026-03-312026-04-13

PWB INVESCO EXCHANGE TRADED FD T45.5K sharesnew addition2026-03-312026-04-13

GLW CORNING INC37.7K sharesnew addition2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP25.0K sharesnew addition2026-03-312026-04-13

Sponsored

V VISA INC17.8K shares82.76%2026-03-312026-04-13

GMAR FIRST TR EXCHNG TRADED FD VI128.1K shares0.00%2026-03-312026-04-13

FLQM FRANKLIN TEMPLETON ETF TR96.0K sharesnew addition2026-03-312026-04-13

ILCV ISHARES TR56.1K sharesnew addition2026-03-312026-04-13

ABBV ABBVIE INC24.5K shares218.39%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO16.1K shares4.69%2026-03-312026-04-13

VST VISTRA CORP32.2K shares20.29%2026-03-312026-04-13

SCHI SCHWAB STRATEGIC TR213.0K shares3.64%2026-03-312026-04-13

Sponsored

CSX CSX CORP115.6K shares3.22%2026-03-312026-04-13

DUSB DIMENSIONAL ETF TRUST91.9K shares2.21%2026-03-312026-04-13

CVX CHEVRON CORPORATION23.4K shares150.47%2026-03-312026-04-13

MTUM ISHARES TR18.6K sharesnew addition2026-03-312026-04-13

VWOB VANGUARD WHITEHALL FDS69.6K shares3.02%2026-03-312026-04-13

IEF ISHARES TR47.1K shares2.84%2026-03-312026-04-13

BUFP PGIM ROCK ETF TR149.1K shares-2.07%2026-03-312026-04-13

DFIC DIMENSIONAL ETF TRUST122.0K shares1.45%2026-03-312026-04-13

Sponsored

BLACKSTONE INC BLACKSTONE INC39.2K shares1024.18%2026-03-312026-04-13

PEP PEPSICO INC28.1K shares163.35%2026-03-312026-04-13

MS MORGAN STANLEY26.2K shares1636.42%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F91.5K shares-1.70%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION4.2K shares875.58%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON16.8K shares43.94%2026-03-312026-04-13

NFLX NETFLIX INC.38.8K shares521.02%2026-03-312026-04-13

FV FIRST TR EXCHANGE TRADED FD61.8K sharesnew addition2026-03-312026-04-13

Sponsored

ALPHABET INC ALPHABET INC12.4K shares11.82%2026-03-312026-04-13

CTRA COTERRA ENERGY INC101.5K sharesnew addition2026-03-312026-04-13

PLD PROLOGIS INC.25.6K sharesnew addition2026-03-312026-04-13

NEM NEWMONT CORP29.6K shares3.32%2026-03-312026-04-13

MINO PIMCO ETF TR73.3K shares7.23%2026-03-312026-04-13

UAPR INNOVATOR ETFS TRUST98.3K shares0.00%2026-03-312026-04-13

CME CME GROUP INC10.6K sharesnew addition2026-03-312026-04-13

PWR QUANTA SVCS INC5.9K shares850.41%2026-03-312026-04-13

Sponsored

QQQM INVESCO EXCH TRADED FD TR II13.3K shares-55.14%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST69.4K shares1.43%2026-03-312026-04-13

UCON FIRST TR EXCHNG TRADED FD VI125.3K shares-1.38%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC8.5K sharesnew addition2026-03-312026-04-13

FLMI FRANKLIN TEMPLETON ETF TR123.3K shares6.15%2026-03-312026-04-13

EPS WISDOMTREE TR43.2K shares-0.19%2026-03-312026-04-13

DELL DELL TECHNOLOGIES INC17.2K sharesnew addition2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC3.4K shares924.40%2026-03-312026-04-13

Sponsored

TSCO TRACTOR SUPPLY CO63.8K sharesnew addition2026-03-312026-04-13

EAPR INNOVATOR ETFS TRUST93.6K shares-3.56%2026-03-312026-04-13

HD HOME DEPOT INC8.5K shares153.71%2026-03-312026-04-13

PGIM ROCK ETF TR PGIM ROCK ETF TR95.3K shares51.92%2026-03-312026-04-13

TOL TOLL BROTHERS INC19.7K sharesnew addition2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F50.3K shares-2.97%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC6.8K sharesnew addition2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC9.1K shares3.42%2026-03-312026-04-13

Sponsored

HYG ISHARES TR33.3K shares2.94%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC2.7K shares4.56%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR52.6K shares-9.38%2026-03-312026-04-13

PYLD PIMCO ETF TR99.0K shares-4.44%2026-03-312026-04-13

MSI MOTOROLA SOLUTIONS INC5.7K sharesnew addition2026-03-312026-04-13

IBDT ISHARES TR99.1K sharesnew addition2026-03-312026-04-13

PG PROCTER & GAMBLE CO17.4K shares56.16%2026-03-312026-04-13

IBDU ISHARES TR106.6K sharesnew addition2026-03-312026-04-13

Sponsored

PFXF VANECK ETF TRUST139.8K shares-0.64%2026-03-312026-04-13

NEE NEXTERA ENERGY INC26.1K shares-11.57%2026-03-312026-04-13

IWY ISHARES TR9.5K shares-55.30%2026-03-312026-04-13

DFAW DIMENSIONAL ETF TRUST32.0K shares0.42%2026-03-312026-04-13

SHLD GLOBAL X FDS31.8K sharesnew addition2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.0K shares25.18%2026-03-312026-04-13

ONEQ FIDELITY COMWLTH TR26.9K shares-53.32%2026-03-312026-04-13

DFGX DIMENSIONAL ETF TRUST43.2K shares31.85%2026-03-312026-04-13

Sponsored

COWG PACER FDS TR66.4K shares29.73%2026-03-312026-04-13

NEE-PT NEXTERA ENERGY INC43.3K sharesnew addition2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC5.0K shares1180.98%2026-03-312026-04-13

IBDV ISHARES TR102.4K sharesnew addition2026-03-312026-04-13

PFE PFIZER INC79.5K shares55.20%2026-03-312026-04-13

SGOV ISHARES TR22.0K shares-0.40%2026-03-312026-04-13

SNPS SYNOPSYS INC5.4K sharesnew addition2026-03-312026-04-13

IBDS ISHARES TR88.3K sharesnew addition2026-03-312026-04-13

Sponsored

GNOV FIRST TR EXCHNG TRADED FD VI53.7K shares0.00%2026-03-312026-04-13

FEX FIRST TR EXCHANGE-TRADED ALP16.9K shares-2.93%2026-03-312026-04-13

PJIO PGIM ETF TR36.1K shares1.77%2026-03-312026-04-13

VB VANGUARD INDEX FDS7.7K shares3.21%2026-03-312026-04-13

CAT CATERPILLAR INC2.7K shares227.56%2026-03-312026-04-13

SPHQ INVESCO EXCHANGE TRADED FD T25.4K shares-1.08%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-55.24%2026-03-312026-04-13

IDHQ INVESCO EXCH TRADED FD TR II33.6K sharesnew addition2026-03-312026-04-13

Sponsored

BA BOEING CO8.9K shares17.57%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC11.2K shares-6.89%2026-03-312026-04-13

WM WASTE MGMT INC DEL7.6K shares335.40%2026-03-312026-04-13

JSMD JANUS DETROIT STR TR21.9K shares1.45%2026-03-312026-04-13

BUFS FIRST TR EXCHNG TRADED FD VI75.8K shares-4.68%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR20.2K shares-83.55%2026-03-312026-04-13

UJUL INNOVATOR ETFS TRUST45.7K shares-10.78%2026-03-312026-04-13

UDEC INNOVATOR ETFS TRUST45.1K shares-0.72%2026-03-312026-04-13

Sponsored

DTD WISDOMTREE TR20.2K shares-3.09%2026-03-312026-04-13

BUFY FIRST TR EXCHNG TRADED FD VI77.2K shares-4.66%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC5.1K shares-8.84%2026-03-312026-04-13

SDVY FIRST TR EXCHANGE TRADED FD43.3K shares-61.24%2026-03-312026-04-13

ADI ANALOG DEVICES INC5.3K sharesnew addition2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.0K shares-16.98%2026-03-312026-04-13

DGRO ISHARES TR23.4K shares-62.36%2026-03-312026-04-13

PBFR PGIM ROCK ETF TR56.3K shares0.15%2026-03-312026-04-13

Sponsored

DGRW WISDOMTREE TR18.1K shares-2.68%2026-03-312026-04-13

LNG CHENIERE ENERGY INC5.5K sharesnew addition2026-03-312026-04-13

RWL INVESCO EXCH TRADED FD TR II13.5K shares-56.01%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR50.7K shares15.69%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC10.4K shares4.42%2026-03-312026-04-13

MCD MCDONALDS CORP5.0K shares-19.04%2026-03-312026-04-13

VRTX VERTEX PHARMACEUTICALS INC3.5K sharesnew addition2026-03-312026-04-13

DDWM WISDOMTREE TR33.0K shares-2.84%2026-03-312026-04-13

Sponsored

SCHX SCHWAB STRATEGIC TR56.6K shares0.37%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.1K shares-18.70%2026-03-312026-04-13

ECL ECOLAB INC5.1K sharesnew addition2026-03-312026-04-13

IBDW ISHARES TR65.3K sharesnew addition2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.8K shares20.32%2026-03-312026-04-13

MELI MERCADOLIBRE INC793 shares8.78%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS5.5K shares7.49%2026-03-312026-04-13

MPLX MPLX LP24.0K shares-20.10%2026-03-312026-04-13

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP10.2K shares-3.90%2026-03-312026-04-13

ICSH ISHARES TR26.1K sharesnew addition2026-03-312026-04-13

IJR ISHARES TR10.4K shares8.27%2026-03-312026-04-13

DFAR DIMENSIONAL ETF TRUST54.0K shares7.43%2026-03-312026-04-13

ZAUG INNOVATOR ETFS TRUST48.3K shares-0.00%2026-03-312026-04-13

EME EMCOR GROUP INC1.7K shares-23.77%2026-03-312026-04-13

ORI OLD REP INTL CORP31.9K shares-22.40%2026-03-312026-04-13

DFEM DIMENSIONAL ETF TRUST36.8K shares8.76%2026-03-312026-04-13

Sponsored

TOTALENERGIES SE TOTALENERGIES SE13.9K shares-25.09%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR9.2K shares23.98%2026-03-312026-04-13

AMGN AMGEN INC3.7K sharesnew addition2026-03-312026-04-13

SO SOUTHERN CO12.7K shares-22.53%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS24.7K shares18.07%2026-03-312026-04-13

PFG PRINCIPAL FINANCIAL GROUP IN13.5K sharesnew addition2026-03-312026-04-13

IJAN INNOVATOR ETFS TRUST33.3K shares-1.73%2026-03-312026-04-13

TFC TRUIST FINL CORP25.5K shares-16.53%2026-03-312026-04-13

Sponsored

RIO RIO TINTO PLC12.8K shares-24.16%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC4.6K sharesnew addition2026-03-312026-04-13

WMT WALMART INC9.3K shares0.09%2026-03-312026-04-13

IVV ISHARES TR1.8K shares42.38%2026-03-312026-04-13

IBDR ISHARES TR48.3K sharesnew addition2026-03-312026-04-13

SPYM SPDR SERIES TRUST15.0K shares55.43%2026-03-312026-04-13

UAUG INNOVATOR ETFS TRUST29.2K shares-3.88%2026-03-312026-04-13

ENB ENBRIDGE INC21.4K sharesnew addition2026-03-312026-04-13

Sponsored

ZDEK INNOVATOR ETFS TRUST44.3K shares0.00%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP4.1K sharesnew addition2026-03-312026-04-13

PFEB INNOVATOR ETFS TRUST27.8K shares32.81%2026-03-312026-04-13

KJAN INNOVATOR ETFS TRUST26.5K shares-1.76%2026-03-312026-04-13

DIS DISNEY WALT CO11.6K shares-53.73%2026-03-312026-04-13

IYK ISHARES TR15.9K shares-47.54%2026-03-312026-04-13

DHS WISDOMTREE TR10.2K shares-5.09%2026-03-312026-04-13

HSBC HSBC HLDGS PLC13.0K shares-15.96%2026-03-312026-04-13

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD9.7K shares-66.40%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC8.7K shares-29.22%2026-03-312026-04-13

IJJ ISHARES TR7.8K shares-0.06%2026-03-312026-04-13

FNY FIRST TR EXCHANGE-TRADED ALP11.2K shares0.00%2026-03-312026-04-13

PKG PACKAGING CORP AMER5.0K sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED2.1K shares0.59%2026-03-312026-04-13

ABT ABBOTT LABORATORIES10.1K shares-6.69%2026-03-312026-04-13

CB CHUBB LTD SWITZ3.1K shares-31.84%2026-03-312026-04-13

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.6K sharesnew addition2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II8.5K sharesnew addition2026-03-312026-04-13

ORCL ORACLE CORP6.7K shares0.13%2026-03-312026-04-13

LQD ISHARES TR8.8K shares-0.43%2026-03-312026-04-13

UJUN INNOVATOR ETFS TRUST25.4K shares-0.60%2026-03-312026-04-13

APP APPLOVIN CORP2.3K shares13.51%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC4.4K shares3.17%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST23.5K shares55.87%2026-03-312026-04-13

Sponsored

VZ VERIZON COMMUNICATIONS INC18.8K shares-6.78%2026-03-312026-04-13

ZFEB INNOVATOR ETFS TRUST35.2K sharesnew addition2026-03-312026-04-13

DE DEERE & CO1.5K shares-14.40%2026-03-312026-04-13

TMUS T-MOBILE US INC4.4K sharesnew addition2026-03-312026-04-13

ED CONSOLIDATED EDISON INC7.4K shares-36.93%2026-03-312026-04-13

DVN DEVON ENERGY CORP NEW16.9K sharesnew addition2026-03-312026-04-13

TLT ISHARES TR9.5K shares13.66%2026-03-312026-04-13

LOW LOWES COS INC3.5K shares-36.86%2026-03-312026-04-13

Sponsored

ZTS ZOETIS INC6.8K sharesnew addition2026-03-312026-04-13

DON WISDOMTREE TR15.0K shares-0.99%2026-03-312026-04-13

XOVR ENTREPRENEURSHARES SERIES TR46.4K shares-6.26%2026-03-312026-04-13

QCOM QUALCOMM INC6.2K shares0.44%2026-03-312026-04-13

IGLB ISHARES TR14.7K shares3.79%2026-03-312026-04-13

MPW MEDICAL PROPERTIES TRUST INC158.1K shares-12.80%2026-03-312026-04-13

WAL WESTERN ALLIANCE BANCORP9.4K shares26.57%2026-03-312026-04-13

CENCORA INC CENCORA INC2.1K shares-7.59%2026-03-312026-04-13

Sponsored

DECW AIM ETF PRODUCTS TRUST20.1K shares-1.06%2026-03-312026-04-13

FFEB FIRST TR EXCHNG TRADED FD VI11.6K shares0.00%2026-03-312026-04-13

ATO ATMOS ENERGY CORP3.5K shares-34.29%2026-03-312026-04-13

IWF ISHARES TR1.5K shares49.70%2026-03-312026-04-13

SPRY ARS PHARMACEUTICALS INC76.2K shares0.57%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR5.7K shares126.36%2026-03-312026-04-13

MFC MANULIFE FINL CORP17.8K shares-7.36%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC6.3K shares-20.47%2026-03-312026-04-13

Sponsored

KO COCA COLA CO7.8K shares-17.55%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F10.6K sharesnew addition2026-03-312026-04-13

AFL AFLAC INC5.4K shares-33.72%2026-03-312026-04-13

RTX RTX CORPORATION3.0K shares1.67%2026-03-312026-04-13

FQAL FIDELITY COVINGTON TRUST7.9K shares0.00%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC2.6K shares17.84%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F11.4K sharesnew addition2026-03-312026-04-13

EFA ISHARES TR5.8K sharesnew addition2026-03-312026-04-13

Sponsored

LENS EA SERIES TRUST12.5K shares-1.61%2026-03-312026-04-13

USB US BANCORP10.6K shares-0.50%2026-03-312026-04-13

CINF CINCINNATI FINL CORP3.5K shares-34.93%2026-03-312026-04-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST28.9K shares0.00%2026-03-312026-04-13

DES WISDOMTREE TR15.1K shares-0.85%2026-03-312026-04-13

CMI CUMMINS INC996 shares15.81%2026-03-312026-04-13

HON HONEYWELL INTL INC2.4K sharesnew addition2026-03-312026-04-13

DGS WISDOMTREE TR9.0K shares-3.61%2026-03-312026-04-13

Sponsored

EPD ENTERPRISE PRODS PARTNERS L14.3K shares0.93%2026-03-312026-04-13

ICE INTERCONTINENTAL EXCHANGE IN3.2K shares-17.17%2026-03-312026-04-13

MEDTRONIC PLC MEDTRONIC PLC6.1K shares-25.25%2026-03-312026-04-13

EWJ ISHARES INC6.0K sharesnew addition2026-03-312026-04-13

KVUE KENVUE INC29.6K shares-40.88%2026-03-312026-04-13

CTAS CINTAS CORP3.0K shares-31.46%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP554 shares-26.43%2026-03-312026-04-13

SPGI S&P GLOBAL INC1.2K shares-31.28%2026-03-312026-04-13

Sponsored

ALL ALLSTATE CORP2.4K shares-2.26%2026-03-312026-04-13

SBUX STARBUCKS CORP5.3K shares-24.25%2026-03-312026-04-13

USEP INNOVATOR ETFS TRUST12.8K shares-2.14%2026-03-312026-04-13

FNCL FIDELITY COVINGTON TRUST7.0K shares-5.41%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.1K shares0.38%2026-03-312026-04-13

IWB ISHARES TR1.3K shares0.00%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP757 shares5.43%2026-03-312026-04-13

HCA HCA HEALTHCARE INC991 shares0.00%2026-03-312026-04-13

Sponsored

SOUN SOUNDHOUND AI INC71.5K shares0.21%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS7.3K shares2.72%2026-03-312026-04-13

VALE VALE S A29.4K shares-19.21%2026-03-312026-04-13

NOW SERVICENOW INC4.6K shares-31.23%2026-03-312026-04-13

SJM SMUCKER J M CO5.0K shares-35.17%2026-03-312026-04-13

GBTC GRAYSCALE BITCOIN TRUST ETF8.7K shares1.23%2026-03-312026-04-13

FITB FIFTH THIRD BANCORP9.8K shares74.53%2026-03-312026-04-13

PAYX PAYCHEX INC5.0K shares-18.78%2026-03-312026-04-13

Sponsored

IWD ISHARES TR2.1K shares3.75%2026-03-312026-04-13

ACGL ARCH CAP GROUP LTD4.7K shares-5.93%2026-03-312026-04-13

IVW ISHARES TR3.9K shares0.38%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR9.9K shares33.01%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC6.2K shares-14.29%2026-03-312026-04-13

ALPS ETF TR ALPS ETF TR8.6K shares-6.53%2026-03-312026-04-13

FJAN FIRST TR EXCHNG TRADED FD VI8.8K shares0.00%2026-03-312026-04-13

F FORD MTR CO38.4K shares-4.65%2026-03-312026-04-13

Sponsored

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC20.6K sharesnew addition2026-03-312026-04-13

AMCOR PLC AMCOR PLC11.1K sharesnew addition2026-03-312026-04-13

VO VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-04-13

UOCT INNOVATOR ETFS TRUST11.4K shares-24.77%2026-03-312026-04-13

BTI BRITISH AMERN TOB PLC7.5K shares-13.57%2026-03-312026-04-13

KLAC KLA CORP279 shares19.23%2026-03-312026-04-13

PAPR INNOVATOR ETFS TRUST10.7K shares-16.69%2026-03-312026-04-13

GIS GENERAL MILLS INC11.3K shares-18.60%2026-03-312026-04-13

Sponsored

CVS CVS HEALTH CORP5.8K shares-5.59%2026-03-312026-04-13

UFEB INNOVATOR ETFS TRUST11.6K sharesnew addition2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR715 shares13.67%2026-03-312026-04-13

FE FIRSTENERGY CORP8.2K shares-8.64%2026-03-312026-04-13

IBHF ISHARES TR18.1K sharesnew addition2026-03-312026-04-13

ARCC ARES CAPITAL CORP22.5K shares17.41%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC1.5K shares5.12%2026-03-312026-04-13

COF CAPITAL ONE FINL CORP2.2K shares-0.55%2026-03-312026-04-13

Sponsored

DFAE DIMENSIONAL ETF TRUST11.8K shares25.80%2026-03-312026-04-13

BRO BROWN & BROWN INC6.0K shares-28.73%2026-03-312026-04-13

JAJL INNOVATOR ETFS TRUST13.5K shares0.00%2026-03-312026-04-13

BKH BLACK HILLS CORP5.5K shares-9.54%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS4.3K shares18.66%2026-03-312026-04-13

ET ENERGY TRANSFER L P20.6K shares-6.00%2026-03-312026-04-13

WFC WELLS FARGO & CO4.8K shares-17.15%2026-03-312026-04-13

ZETA ZETA GLOBAL HOLDINGS CORP24.4K sharesnew addition2026-03-312026-04-13

Sponsored

PRU PRUDENTIAL FINL INC3.9K shares-3.26%2026-03-312026-04-13

SYK STRYKER CORPORATION1.1K shares0.97%2026-03-312026-04-13

UNP UNION PAC CORP1.5K shares46.64%2026-03-312026-04-13

DOC HEALTHPEAK PROPERTIES INC22.5K shares5.17%2026-03-312026-04-13

IWM ISHARES TR1.5K shares-15.47%2026-03-312026-04-13

ZJUL INNOVATOR ETFS TRUST12.5K shares-32.66%2026-03-312026-04-13

EOG EOG RES INC2.5K sharesnew addition2026-03-312026-04-13

SNY SANOFI SA7.6K shares-0.89%2026-03-312026-04-13

Sponsored

XLU SELECT SECTOR SPDR TR7.8K sharesnew addition2026-03-312026-04-13

MPC MARATHON PETE CORP1.5K shares5.63%2026-03-312026-04-13

PMAY INNOVATOR ETFS TRUST8.8K shares-0.27%2026-03-312026-04-13

MTB M & T BK CORP1.7K shares-3.89%2026-03-312026-04-13

GLD SPDR GOLD TR820 sharesnew addition2026-03-312026-04-13

KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares-0.42%2026-03-312026-04-13

GLPI GAMING & LEISURE P7.6K shares-5.98%2026-03-312026-04-13

FDMO FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-13

Sponsored

SPDW SPDR INDEX SHS FDS7.2K sharesnew addition2026-03-312026-04-13

FANG DIAMONDBACK ENERGY INC1.7K shares4.62%2026-03-312026-04-13

VONV VANGUARD SCOTTSDALE FDS3.5K sharesnew addition2026-03-312026-04-13

NKE NIKE INC7.5K shares-2.78%2026-03-312026-04-13

CUBE CUBESMART8.8K shares-8.48%2026-03-312026-04-13

SBRA SABRA HEALTH CARE REIT INC16.5K sharesnew addition2026-03-312026-04-13

DHR DANAHER CORP DEL1.7K shares-2.53%2026-03-312026-04-13

PAUG INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-04-13

Sponsored

GE AEROSPACE GE AEROSPACE1.1K sharesnew addition2026-03-312026-04-13

DUHP DIMENSIONAL ETF TRUST8.5K shares0.30%2026-03-312026-04-13

PMAR INNOVATOR ETFS TRUST6.9K shares21.06%2026-03-312026-04-13

BALT INNOVATOR ETFS TRUST9.2K sharesnew addition2026-03-312026-04-13

DDFS INNOVATOR ETFS TRUST14.4K shares0.00%2026-03-312026-04-13

THE CIGNA GROUP THE CIGNA GROUP1.1K shares-4.90%2026-03-312026-04-13

IBDX ISHARES TR12.0K sharesnew addition2026-03-312026-04-13

FIDU FIDELITY COVINGTON TRUST3.4K shares0.00%2026-03-312026-04-13

Sponsored

MSTR STRATEGY INC2.3K shares12.19%2026-03-312026-04-13

COP CONOCOPHILLIPS2.2K sharesnew addition2026-03-312026-04-13

FTSM FIRST TR EXCHANGE-TRADED FD4.7K sharesnew addition2026-03-312026-04-13

ASML ASML HLDG NV216 shares3.35%2026-03-312026-04-13

CRS CARPENTER TECHNOLOGY CORP709 shares-17.46%2026-03-312026-04-13

ZOCT INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-04-13

SPAB SPDR SERIES TRUST10.7K sharesnew addition2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP393 sharesnew addition2026-03-312026-04-13

Sponsored

FTEC FIDELITY COVINGTON TRUST1.3K shares16.70%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF6.8K shares5.83%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR9.0K shares-3.71%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR1.6K shares-89.40%2026-03-312026-04-13

AMAT APPLIED MATLS INC746 sharesnew addition2026-03-312026-04-13

CPRT COPART INC8.0K sharesnew addition2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO927 shares-30.87%2026-03-312026-04-13

CITIGROUP INC CITIGROUP INC2.2K shares12.79%2026-03-312026-04-13

Sponsored

IWR ISHARES TR2.6K sharesnew addition2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC701 shares-40.29%2026-03-312026-04-13

NVS NOVARTIS AG1.7K sharesnew addition2026-03-312026-04-13

CRM SALESFORCE INC1.4K shares-1.43%2026-03-312026-04-13

MMM 3M CO1.8K sharesnew addition2026-03-312026-04-13

PDEC INNOVATOR ETFS TRUST6.0K shares0.00%2026-03-312026-04-13

VONG VANGUARD SCOTTSDALE FDS2.2K sharesnew addition2026-03-312026-04-13

IRM IRON MTN INC DEL2.4K sharesnew addition2026-03-312026-04-13

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.1K shares-36.50%2026-03-312026-04-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST11.3K shares0.00%2026-03-312026-04-13

FJUN FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2026-03-312026-04-13

HBAN HUNTINGTON BANCSHARES INC15.0K shares5.07%2026-03-312026-04-13

IDA IDACORP INC1.7K shares0.00%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS3.3K sharesnew addition2026-03-312026-04-13

VTWO VANGUARD SCOTTSDALE FDS2.3K sharesnew addition2026-03-312026-04-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.2K shares6.03%2026-03-312026-04-13

Sponsored

CNP CENTERPOINT ENERGY INC5.4K shares0.00%2026-03-312026-04-13

PNOV INNOVATOR ETFS TRUST5.6K shares0.00%2026-03-312026-04-13

FDX FEDEX CORP644 sharesnew addition2026-03-312026-04-13

DFUV DIMENSIONAL ETF TRUST4.7K shares0.28%2026-03-312026-04-13

ELV ELEVANCE HEALTH INC FORMERLY742 shares6.76%2026-03-312026-04-13

VXUS VANGUARD STAR FDS2.9K sharesnew addition2026-03-312026-04-13

DOV DOVER CORP1.1K sharesnew addition2026-03-312026-04-13

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-13

Sponsored

APH AMPHENOL CORP1.8K shares-45.61%2026-03-312026-04-13

XYZ BLOCK INC3.6K shares0.06%2026-03-312026-04-13

SPOT SPOTIFY TECHNOLOGY S A452 shares-1.74%2026-03-312026-04-13

SPDR SERIES TRUST SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-04-13

MDLZ MONDELEZ INTL INC3.7K shares-37.93%2026-03-312026-04-13

FSTA FIDELITY COVINGTON TRUST4.1K shares0.00%2026-03-312026-04-13

MO ALTRIA GROUP INC3.2K sharesnew addition2026-03-312026-04-13

SCHK SCHWAB STRATEGIC TR6.8K sharesnew addition2026-03-312026-04-13

Sponsored

FHLC FIDELITY COVINGTON TRUST3.0K shares0.00%2026-03-312026-04-13

INTC INTEL CORP4.1K sharesnew addition2026-03-312026-04-13

ASTRAZENECA PLC ASTRAZENECA PLC1.0K sharesnew addition2026-03-312026-04-13

VUG VANGUARD INDEX FDS466 shares-1.69%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC1.5K shares-43.85%2026-03-312026-04-13

VGT VANGUARD WORLD FD284 shares6.77%2026-03-312026-04-13

FNDE SCHWAB STRATEGIC TR5.3K sharesnew addition2026-03-312026-04-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.8K sharesnew addition2026-03-312026-04-13

Sponsored

SPEM SPDR INDEX SHS FDS4.3K sharesnew addition2026-03-312026-04-13

POCT INNOVATOR ETFS TRUST4.6K shares0.00%2026-03-312026-04-13

EMR EMERSON ELEC CO1.5K shares-39.90%2026-03-312026-04-13

ADBE ADOBE INC821 shares4.19%2026-03-312026-04-13

SUB ISHARES TR1.9K sharesnew addition2026-03-312026-04-13

ETB EATON VANCE TAX MNGED BUY WR13.2K sharesnew addition2026-03-312026-04-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST10.0K shares0.00%2026-03-312026-04-13

NU NU HLDGS LTD12.9K shares-0.46%2026-03-312026-04-13

Sponsored

WT WISDOMTREE INC10.3K shares0.00%2026-03-312026-04-13

RLAY RELAY THERAPEUTICS INC12.1K shares-25.19%2026-03-312026-04-13

AUR AURORA INNOVATION INC28.9K shares178.96%2026-03-312026-04-13

ACHR ARCHER AVIATION INC15.0K shares16.22%2026-03-312026-04-13

LWLG LIGHTWAVE LOGIC INC10.4K sharesnew addition2026-03-312026-04-13

RXRX RECURSION PHARMACEUTICALS IN23.1K shares12.32%2026-03-312026-04-13

OIA INVESCO MUNI INCOME OPP TRST10.7K sharesnew addition2026-03-312026-04-13

ABSI ABSCI CORPORATION16.1K shares31.44%2026-03-312026-04-13

Sponsored

ABCL ABCELLERA BIOLOGICS INC12.3K shares22.58%2026-03-312026-04-13

LCTX LINEAGE CELL THERAPEUTICS IN16.5K shares0.00%2026-03-312026-04-13

BIL

SPDR SERIES TRUST

586.20%

Shares372.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

New

Shares73.0K

Event2026-03-31

Filed2026-04-13

FDVV

FIDELITY COVINGTON TRUST

2.22%

Shares395.4K

Event2026-03-31

Filed2026-04-13

FBCG

FIDELITY COVINGTON TRUST

-19.46%

Shares416.7K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

29.84%

Shares81.7K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

4.33%

Shares34.9K

Event2026-03-31

Filed2026-04-13

SPTM

SPDR SERIES TRUST

0.91%

Shares247.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

42.96%

Shares65.6K

Event2026-03-31

Filed2026-04-13

XMMO

INVESCO EXCHANGE TRADED FD T

-8.60%

Shares119.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

37.55%

Shares96.1K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

58.64%

Shares43.9K

Event2026-03-31

Filed2026-04-13

IXUS

ISHARES TR

6235.01%

Shares177.3K

Event2026-03-31

Filed2026-04-13

SMLF

ISHARES TR

New

Shares163.2K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

44.80%

Shares40.4K

Event2026-03-31

Filed2026-04-13

LHX

L3HARRIS TECHNOLOGIES INC

64.83%

Shares31.9K

Event2026-03-31

Filed2026-04-13

FSMD

FIDELITY COVINGTON TRUST

1.40%

Shares247.4K

Event2026-03-31

Filed2026-04-13

MICRON TECHNOLOGY INC

-19.34%

Shares27.1K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

16.74%

Shares61.7K

Event2026-03-31

Filed2026-04-13

IHDG

WISDOMTREE TR

1.58%

Shares203.5K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

-6.34%

Shares251.2K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

119.47%

Shares41.5K

Event2026-03-31

Filed2026-04-13

DEM

WISDOMTREE TR

1.75%

Shares170.3K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

16.59%

Shares104.2K

Event2026-03-31

Filed2026-04-13

DFSD

DIMENSIONAL ETF TRUST

1.92%

Shares174.2K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

25.30%

Shares24.2K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

238.31%

Shares50.8K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

New

Shares148.5K

Event2026-03-31

Filed2026-04-13

DFCF

DIMENSIONAL ETF TRUST

-1.18%

Shares172.5K

Event2026-03-31

Filed2026-04-13

BAC

BANK AMERICA CORP

27.33%

Shares143.6K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.76%

Shares20.3K

Event2026-03-31

Filed2026-04-13

JPIB

J P MORGAN EXCHANGE TRADED F

2.18%

Shares144.5K

Event2026-03-31

Filed2026-04-13

VYMI

VANGUARD WHITEHALL FDS

465.56%

Shares71.7K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

44.03%

Shares20.2K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

229.33%

Shares7.0K

Event2026-03-31

Filed2026-04-13