Sponsored

The Analysis of Atlas Legacy Advisors, LLC's Holdings & P&L

Currently, Atlas Legacy Advisors, LLC holds 189 types of securities in its portfolio with a total value $547.3M. In the most recent quarter, they have increased their positions in EEM (+197.7K shares, valued at $11.2M), VGT (+8.2K shares, valued at $4.3M), SPY (+5.6K shares, valued at $3.6M); decreased their positions in FVD (-69.1K shares, valued at $3.2M), AAPL (-12.6K shares, valued at $3.2M), N/A (-10.7K shares, valued at $3.1M); initiated new positions in EWJ (+7.0K shares, valued at $590.3K), IBIT (+7.9K shares, valued at $306.0K), N/A (+3.1K shares, valued at $284.2K).

1M P&L

+17.5M+3.40%

3M P&L

-73.2M-12.11%

HY P&L

-52.8M-9.05%

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/A367.6M

75.9%

2Consumer Electronics16.4M

3.4%

3Software - Infrastructure15.3M

3.1%

Top Industries by Stock Count

1N/A84 stocks

51.5%

2Semiconductors7 stocks

4.3%

3Drug Manufacturers - General4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IYW ISHARES TR238.1K shares-0.07%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS62.7K shares-5.55%2026-03-312026-05-11

IVV ISHARES TR51.2K shares-4.60%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II97.4K shares6.21%2026-03-312026-05-11

RWL INVESCO EXCH TRADED FD TR II198.2K shares8.37%2026-03-312026-05-11

EEM ISHARES TR373.1K shares112.73%2026-03-312026-05-11

IWR ISHARES TR147.0K shares2.33%2026-03-312026-05-11

VGT VANGUARD WORLD FD25.1K shares48.72%2026-03-312026-05-11

Sponsored

AAPL APPLE INC48.8K shares-20.56%2026-03-312026-05-11

IEFA ISHARES TR124.5K shares-0.28%2026-03-312026-05-11

CMF ISHARES TR198.3K shares-6.94%2026-03-312026-05-11

VHT VANGUARD WORLD FD39.9K shares-0.29%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS72.8K shares2.92%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T52.7K shares1.87%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T15.1K shares58.26%2026-03-312026-05-11

XMMO INVESCO EXCHANGE TRADED FD T58.4K shares2.90%2026-03-312026-05-11

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC164.3K shares9.71%2026-03-312026-05-11

IJH ISHARES TR112.1K shares-0.93%2026-03-312026-05-11

MSFT MICROSOFT CORP19.8K shares-19.02%2026-03-312026-05-11

IJR ISHARES TR57.5K shares6.93%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F137.9K shares13.53%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II254.1K shares13.68%2026-03-312026-05-11

ESGU ISHARES TR48.0K shares1.91%2026-03-312026-05-11

NVDA NVIDIA CORPORATION38.5K shares-23.17%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC22.7K shares-32.10%2026-03-312026-05-11

ESGV VANGUARD WORLD FD47.6K shares0.82%2026-03-312026-05-11

EMXC ISHARES INC64.0K shares2.03%2026-03-312026-05-11

VTI VANGUARD INDEX FDS15.5K shares10.78%2026-03-312026-05-11

AMZN AMAZON COM INC22.8K shares-30.69%2026-03-312026-05-11

IXUS ISHARES TR55.4K shares2.28%2026-03-312026-05-11

SPTL SPDR SERIES TRUST177.9K shares11.48%2026-03-312026-05-11

EFA ISHARES TR47.3K shares13.63%2026-03-312026-05-11

Sponsored

JPM JPMORGAN CHASE & CO14.8K shares-18.18%2026-03-312026-05-11

IVOO VANGUARD ADMIRAL FDS INC35.5K shares1.48%2026-03-312026-05-11

VXUS VANGUARD STAR FDS50.2K shares3.35%2026-03-312026-05-11

TSLA TESLA INC10.3K shares-13.50%2026-03-312026-05-11

JMEE J P MORGAN EXCHANGE TRADED F52.9K shares2.46%2026-03-312026-05-11

VB VANGUARD INDEX FDS13.3K shares-0.55%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR23.7K shares7.45%2026-03-312026-05-11

ALL ALLSTATE CORP15.3K shares-25.82%2026-03-312026-05-11

Sponsored

CGGR CAPITAL GROUP GROWTH ETF72.7K shares3.55%2026-03-312026-05-11

ALPHABET INC ALPHABET INC9.7K shares-14.48%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS31.3K shares0.01%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE63.3K shares31.06%2026-03-312026-05-11

FVD FIRST TR EXCHANGE-TRADED FD57.2K shares-54.72%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F47.9K shares2.23%2026-03-312026-05-11

ACWX ISHARES TR37.5K shares39.98%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS37.2K shares-0.12%2026-03-312026-05-11

Sponsored

VUG VANGUARD INDEX FDS5.3K shares4.42%2026-03-312026-05-11

HDV ISHARES TR16.1K shares-1.15%2026-03-312026-05-11

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-05-11

USHY ISHARES TR52.1K shares10.98%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT63.3K shares4.36%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares-6.43%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC12.4K shares-2.98%2026-03-312026-05-11

META META PLATFORMS INC3.1K shares-32.27%2026-03-312026-05-11

Sponsored

VTV VANGUARD INDEX FDS8.8K shares-9.99%2026-03-312026-05-11

IWN ISHARES TR8.8K shares1.38%2026-03-312026-05-11

BROADCOM INC BROADCOM INC5.2K shares-29.49%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.6K shares-11.30%2026-03-312026-05-11

DVY ISHARES TR10.0K shares33.25%2026-03-312026-05-11

SPHD INVESCO EXCH TRADED FD TR II30.3K shares2.00%2026-03-312026-05-11

CENCORA INC CENCORA INC4.6K shares-13.62%2026-03-312026-05-11

OMFL INVESCO EXCH TRD SLF IDX FD23.4K shares-15.79%2026-03-312026-05-11

Sponsored

GWW WW GRAINGER INC1.3K shares-12.14%2026-03-312026-05-11

USMV ISHARES TR14.9K shares4.80%2026-03-312026-05-11

HD HOME DEPOT INC4.1K shares25.02%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR21.7K shares9.45%2026-03-312026-05-11

VO VANGUARD INDEX FDS4.5K shares6.65%2026-03-312026-05-11

INMD INMODE LTD94.7K shares32.16%2026-03-312026-05-11

WMT WALMART INC10.4K shares-16.34%2026-03-312026-05-11

GBIL GOLDMAN SACHS ETF TR12.8K shares-49.71%2026-03-312026-05-11

Sponsored

MS MORGAN STANLEY7.6K shares-53.35%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR2.1K shares5.61%2026-03-312026-05-11

CGIE CAPITAL GROUP INTERNATIONAL35.5K shares3.22%2026-03-312026-05-11

LINDE PLC LINDE PLC2.4K shares-5.75%2026-03-312026-05-11

DBC INVESCO DB COMMDY INDX TRCK40.7K shares-3.62%2026-03-312026-05-11

ADI ANALOG DEVICES INC3.7K shares-6.52%2026-03-312026-05-11

IEMG ISHARES INC15.9K shares7.53%2026-03-312026-05-11

ARKK ARK ETF TR15.4K shares31.88%2026-03-312026-05-11

Sponsored

LLY ELI LILLY & CO1.1K shares-25.94%2026-03-312026-05-11

RY ROYAL BK CDA6.5K shares89.87%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR9.4K shares14.60%2026-03-312026-05-11

MPAA MOTORCAR PTS AMER INC93.4K shares0.00%2026-03-312026-05-11

XOM EXXON MOBIL CORP6.1K shares-24.01%2026-03-312026-05-11

ORCL ORACLE CORP6.9K shares48.31%2026-03-312026-05-11

AFL AFLAC INC9.3K shares-13.28%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS4.7K shares7.18%2026-03-312026-05-11

Sponsored

GS GOLDMAN SACHS GROUP INC1.2K shares-8.57%2026-03-312026-05-11

SMLF ISHARES TR13.1K shares4.67%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC4.8K shares-16.26%2026-03-312026-05-11

MA MASTERCARD INCORPORATED2.0K shares-29.11%2026-03-312026-05-11

CB CHUBB LTD SWITZ3.0K shares-15.67%2026-03-312026-05-11

PSX PHILLIPS 665.2K shares-5.70%2026-03-312026-05-11

CVX CHEVRON CORPORATION4.5K shares-11.12%2026-03-312026-05-11

EEMV ISHARES INC14.0K shares-1.43%2026-03-312026-05-11

Sponsored

PWZ INVESCO EXCH TRADED FD TR II37.5K shares0.09%2026-03-312026-05-11

EELV INVESCO EXCH TRADED FD TR II31.8K shares7.60%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II12.4K shares2.45%2026-03-312026-05-11

MCD MCDONALDS CORP2.7K shares-5.43%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.4K shares-8.08%2026-03-312026-05-11

IYR ISHARES TR8.7K shares-2.85%2026-03-312026-05-11

TJX TJX COS INC NEW4.9K shares-34.14%2026-03-312026-05-11

RTX RTX CORPORATION4.1K shares-5.88%2026-03-312026-05-11

Sponsored

VBK VANGUARD INDEX FDS2.5K shares7.79%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON3.1K shares-25.28%2026-03-312026-05-11

LRGF ISHARES TR10.7K shares0.73%2026-03-312026-05-11

SYK STRYKER CORPORATION2.1K shares-14.95%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND1.5K shares100.00%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC706 shares-7.95%2026-03-312026-05-11

NFLX NETFLIX INC.6.8K shares-11.11%2026-03-312026-05-11

CAT CATERPILLAR INC899 shares-14.22%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC3.2K shares-9.84%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN3.9K shares3.38%2026-03-312026-05-11

EWJ ISHARES INC7.0K sharesnew addition2026-03-312026-05-11

EMR EMERSON ELEC CO4.5K shares1.45%2026-03-312026-05-11

SPYD SPDR SERIES TRUST12.7K shares0.00%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares-18.62%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN3.5K shares2.61%2026-03-312026-05-11

FYX FIRST TR EXCHANGE-TRADED ALP4.7K shares0.00%2026-03-312026-05-11

Sponsored

UNH UNITEDHEALTH GROUP INC2.0K shares-2.43%2026-03-312026-05-11

LOW LOWES COS INC2.3K shares-15.79%2026-03-312026-05-11

CSCO CISCO SYS INC6.9K shares-14.45%2026-03-312026-05-11

CGCP CAPITAL GRP FIXED INCM ETF T24.1K shares0.00%2026-03-312026-05-11

XYL XYLEM INC4.5K shares-1.24%2026-03-312026-05-11

BRO BROWN & BROWN INC8.1K shares-1.10%2026-03-312026-05-11

AMGN AMGEN INC1.4K shares-12.89%2026-03-312026-05-11

BP BP PLC10.6K shares-0.48%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO3.4K shares-7.37%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS9.9K shares-2.68%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN2.4K shares-2.47%2026-03-312026-05-11

SPGI S&P GLOBAL INC1.1K shares-22.37%2026-03-312026-05-11

MUB ISHARES TR4.4K shares5.37%2026-03-312026-05-11

ACWI ISHARES TR3.1K shares29.23%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC3.5K shares-17.48%2026-03-312026-05-11

BAC BANK AMERICA CORP8.4K shares-17.65%2026-03-312026-05-11

Sponsored

ITW ILLINOIS TOOL WKS INC1.6K shares3.34%2026-03-312026-05-11

V VISA INC1.3K shares-29.16%2026-03-312026-05-11

RDIV INVESCO EXCH TRADED FD TR II7.2K shares-0.50%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC7.6K shares-18.96%2026-03-312026-05-11

MUNI PIMCO ETF TR7.2K shares-0.86%2026-03-312026-05-11

UNP UNION PAC CORP1.5K shares-3.77%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO1.2K shares-5.46%2026-03-312026-05-11

SHM SPDR SERIES TRUST7.7K shares-7.49%2026-03-312026-05-11

Sponsored

ABBV ABBVIE INC1.7K shares-30.71%2026-03-312026-05-11

HON HONEYWELL INTL INC1.6K shares-9.31%2026-03-312026-05-11

PEP PEPSICO INC2.3K shares-29.02%2026-03-312026-05-11

EMGF ISHARES INC5.9K shares0.00%2026-03-312026-05-11

PAYX PAYCHEX INC3.9K shares3.46%2026-03-312026-05-11

RWR SPDR SERIES TRUST3.5K shares0.00%2026-03-312026-05-11

XMLV INVESCO EXCH TRADED FD TR II5.6K shares0.09%2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD2.7K shares20.14%2026-03-312026-05-11

Sponsored

DFAI DIMENSIONAL ETF TRUST8.7K shares-1.43%2026-03-312026-05-11

CTAS CINTAS CORP2.0K shares-9.58%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE1.2K shares-13.69%2026-03-312026-05-11

EMB ISHARES TR3.5K shares-11.46%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC823 shares-9.26%2026-03-312026-05-11

WFC WELLS FARGO & CO4.0K shares-16.29%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC907 shares-35.54%2026-03-312026-05-11

PTH INVESCO EXCHANGE TRADED FD T6.4K shares-0.61%2026-03-312026-05-11

Sponsored

CITIGROUP INC CITIGROUP INC2.8K shares17.48%2026-03-312026-05-11

VGLT VANGUARD SCOTTSDALE FDS5.6K shares0.00%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.2K shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC350 shares-19.72%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF7.9K sharesnew addition2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE3.1K sharesnew addition2026-03-312026-05-11

AMAT APPLIED MATLS INC815 sharesnew addition2026-03-312026-05-11

ABT ABBOTT LABORATORIES2.6K shares9.16%2026-03-312026-05-11

Sponsored

KO COCA COLA CO3.5K shares-24.25%2026-03-312026-05-11

SUB ISHARES TR2.5K shares-5.62%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP432 sharesnew addition2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.3K shares-44.16%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC1.5K shares-18.31%2026-03-312026-05-11

ASML ASML HLDG NV188 sharesnew addition2026-03-312026-05-11

SMMU PIMCO ETF TR4.9K shares-5.13%2026-03-312026-05-11

IWF ISHARES TR563 shares0.00%2026-03-312026-05-11

Sponsored

QCOM QUALCOMM INC1.8K shares-50.82%2026-03-312026-05-11

AOA ISHARES TR2.6K shares0.54%2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.4K sharesnew addition2026-03-312026-05-11

CMS CMS ENERGY CORP2.8K sharesnew addition2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO3.6K sharesnew addition2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC430 shares-33.13%2026-03-312026-05-11

BA BOEING CO1.0K shares-30.02%2026-03-312026-05-11

ECL ECOLAB INC777 sharesnew addition2026-03-312026-05-11

Sponsored

CHD CHURCH & DWIGHT CO INC2.2K sharesnew addition2026-03-312026-05-11

VLUE ISHARES TR1.4K sharesnew addition2026-03-312026-05-11

TALK TALKSPACE INC20.4K shares0.00%2026-03-312026-05-11

WIT WIPRO LTD21.3K shares47.39%2026-03-312026-05-11

LIXTE BIOTECHNOLOGY HLDGS IN LIXTE BIOTECHNOLOGY HLDGS IN13.8K shares0.00%2026-03-312026-05-11

IYW

ISHARES TR

-0.07%

Shares238.1K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-5.55%

Shares62.7K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-4.60%

Shares51.2K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

6.21%

Shares97.4K

Event2026-03-31

Filed2026-05-11

RWL

INVESCO EXCH TRADED FD TR II

8.37%

Shares198.2K

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

112.73%

Shares373.1K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

2.33%

Shares147.0K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

48.72%

Shares25.1K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-20.56%

Shares48.8K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-0.28%

Shares124.5K

Event2026-03-31

Filed2026-05-11

CMF

ISHARES TR

-6.94%

Shares198.3K

Event2026-03-31

Filed2026-05-11

VHT

VANGUARD WORLD FD

-0.29%

Shares39.9K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

2.92%

Shares72.8K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

1.87%

Shares52.7K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

58.26%

Shares15.1K

Event2026-03-31

Filed2026-05-11

XMMO

INVESCO EXCHANGE TRADED FD T

2.90%

Shares58.4K

Event2026-03-31

Filed2026-05-11

GTO

INVESCO ACTIVELY MANAGED EXC

9.71%

Shares164.3K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

-0.93%

Shares112.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-19.02%

Shares19.8K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

6.93%

Shares57.5K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

13.53%

Shares137.9K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

13.68%

Shares254.1K

Event2026-03-31

Filed2026-05-11

ESGU

ISHARES TR

1.91%

Shares48.0K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-23.17%

Shares38.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-32.10%

Shares22.7K

Event2026-03-31

Filed2026-05-11

ESGV

VANGUARD WORLD FD

0.82%

Shares47.6K

Event2026-03-31

Filed2026-05-11

EMXC

ISHARES INC

2.03%

Shares64.0K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

10.78%

Shares15.5K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-30.69%

Shares22.8K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

2.28%

Shares55.4K

Event2026-03-31

Filed2026-05-11

SPTL

SPDR SERIES TRUST

11.48%

Shares177.9K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

13.63%

Shares47.3K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-18.18%

Shares14.8K

Event2026-03-31

Filed2026-05-11

IVOO

VANGUARD ADMIRAL FDS INC

1.48%

Shares35.5K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

3.35%

Shares50.2K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-13.50%

Shares10.3K

Event2026-03-31

Filed2026-05-11

JMEE

J P MORGAN EXCHANGE TRADED F

2.46%

Shares52.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.55%

Shares13.3K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

7.45%

Shares23.7K

Event2026-03-31

Filed2026-05-11

ALL

ALLSTATE CORP

-25.82%

Shares15.3K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

3.55%

Shares72.7K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-14.48%

Shares9.7K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

0.01%

Shares31.3K

Event2026-03-31

Filed2026-05-11

CGDV

CAPITAL GROUP DIVIDEND VALUE

31.06%

Shares63.3K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

-54.72%

Shares57.2K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

2.23%

Shares47.9K

Event2026-03-31

Filed2026-05-11

ACWX

ISHARES TR

39.98%

Shares37.5K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-0.12%

Shares37.2K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

4.42%

Shares5.3K

Event2026-03-31

Filed2026-05-11

HDV

ISHARES TR

-1.15%

Shares16.1K

Event2026-03-31

Filed2026-05-11

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-05-11

USHY

ISHARES TR

10.98%

Shares52.1K

Event2026-03-31

Filed2026-05-11

CGXU

CAPITAL GROUP INTL FOCUS EQT

4.36%

Shares63.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-6.43%

Shares3.9K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-2.98%

Shares12.4K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

-32.27%

Shares3.1K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-9.99%

Shares8.8K

Event2026-03-31

Filed2026-05-11

IWN

ISHARES TR

1.38%

Shares8.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-29.49%

Shares5.2K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-11.30%

Shares1.6K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

33.25%

Shares10.0K

Event2026-03-31

Filed2026-05-11

SPHD

INVESCO EXCH TRADED FD TR II

2.00%

Shares30.3K

Event2026-03-31

Filed2026-05-11

CENCORA INC

-13.62%

Shares4.6K

Event2026-03-31

Filed2026-05-11

OMFL

INVESCO EXCH TRD SLF IDX FD

-15.79%

Shares23.4K

Event2026-03-31

Filed2026-05-11

GWW

WW GRAINGER INC

-12.14%

Shares1.3K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

4.80%

Shares14.9K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

25.02%

Shares4.1K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

9.45%

Shares21.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

6.65%

Shares4.5K

Event2026-03-31

Filed2026-05-11

INMD

INMODE LTD

32.16%

Shares94.7K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-16.34%

Shares10.4K

Event2026-03-31

Filed2026-05-11

GBIL

GOLDMAN SACHS ETF TR

-49.71%

Shares12.8K

Event2026-03-31

Filed2026-05-11

MORGAN STANLEY

-53.35%

Shares7.6K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

5.61%

Shares2.1K

Event2026-03-31

Filed2026-05-11

CGIE

CAPITAL GROUP INTERNATIONAL

3.22%

Shares35.5K

Event2026-03-31

Filed2026-05-11

LINDE PLC

-5.75%

Shares2.4K

Event2026-03-31

Filed2026-05-11

DBC

INVESCO DB COMMDY INDX TRCK

-3.62%

Shares40.7K

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

-6.52%

Shares3.7K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

7.53%

Shares15.9K

Event2026-03-31

Filed2026-05-11

ARKK

ARK ETF TR

31.88%

Shares15.4K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-25.94%

Shares1.1K

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA

89.87%

Shares6.5K

Event2026-03-31

Filed2026-05-11

XLC

SELECT SECTOR SPDR TR

14.60%

Shares9.4K

Event2026-03-31

Filed2026-05-11

MPAA

MOTORCAR PTS AMER INC

0.00%

Shares93.4K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-24.01%

Shares6.1K

Event2026-03-31

Filed2026-05-11

ORCL

ORACLE CORP

48.31%

Shares6.9K

Event2026-03-31

Filed2026-05-11

AFL

AFLAC INC

-13.28%

Shares9.3K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

7.18%

Shares4.7K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

-8.57%

Shares1.2K

Event2026-03-31

Filed2026-05-11

SMLF

ISHARES TR

4.67%

Shares13.1K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

-16.26%

Shares4.8K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-29.11%

Shares2.0K

Event2026-03-31

Filed2026-05-11

CHUBB LTD SWITZ

-15.67%

Shares3.0K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

-5.70%

Shares5.2K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

-11.12%

Shares4.5K

Event2026-03-31

Filed2026-05-11

EEMV

ISHARES INC

-1.43%

Shares14.0K

Event2026-03-31

Filed2026-05-11

PWZ

INVESCO EXCH TRADED FD TR II

0.09%

Shares37.5K

Event2026-03-31

Filed2026-05-11

EELV

INVESCO EXCH TRADED FD TR II

7.60%

Shares31.8K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

2.45%

Shares12.4K

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

-5.43%

Shares2.7K

Event2026-03-31

Filed2026-05-11

GENERAL DYNAMICS CORP

-8.08%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IYR

ISHARES TR

-2.85%

Shares8.7K

Event2026-03-31

Filed2026-05-11

TJX

TJX COS INC NEW

-34.14%

Shares4.9K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

-5.88%

Shares4.1K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

7.79%

Shares2.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-25.28%

Shares3.1K

Event2026-03-31

Filed2026-05-11

LRGF

ISHARES TR

0.73%

Shares10.7K

Event2026-03-31

Filed2026-05-11

SYK

STRYKER CORPORATION

-14.95%

Shares2.1K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

100.00%

Shares1.5K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

-7.95%

Shares706

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

-11.11%

Shares6.8K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

-14.22%

Shares899

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

-9.84%

Shares3.2K

Event2026-03-31

Filed2026-05-11

ICE

INTERCONTINENTAL EXCHANGE IN

3.38%

Shares3.9K

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-11

EMR

EMERSON ELEC CO

1.45%

Shares4.5K

Event2026-03-31

Filed2026-05-11

SPYD

SPDR SERIES TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-18.62%

Shares1.7K

Event2026-03-31

Filed2026-05-11

BROADRIDGE FINL SOLUTIONS IN

2.61%

Shares3.5K

Event2026-03-31

Filed2026-05-11

FYX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-2.43%

Shares2.0K

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

-15.79%

Shares2.3K

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

-14.45%

Shares6.9K

Event2026-03-31

Filed2026-05-11

CGCP

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares24.1K

Event2026-03-31

Filed2026-05-11

XYL

XYLEM INC

-1.24%

Shares4.5K

Event2026-03-31

Filed2026-05-11

BRO

BROWN & BROWN INC

-1.10%

Shares8.1K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

-12.89%

Shares1.4K

Event2026-03-31

Filed2026-05-11

BP PLC

-0.48%

Shares10.6K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

-7.37%

Shares3.4K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-2.68%

Shares9.9K

Event2026-03-31

Filed2026-05-11

ADP

AUTOMATIC DATA PROCESSING IN

-2.47%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SPGI

S&P GLOBAL INC

-22.37%

Shares1.1K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

5.37%

Shares4.4K

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES TR

29.23%

Shares3.1K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-17.48%

Shares3.5K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-17.65%

Shares8.4K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

3.34%

Shares1.6K

Event2026-03-31

Filed2026-05-11

VISA INC

-29.16%

Shares1.3K

Event2026-03-31

Filed2026-05-11

RDIV

INVESCO EXCH TRADED FD TR II

-0.50%

Shares7.2K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-18.96%

Shares7.6K

Event2026-03-31

Filed2026-05-11

MUNI

PIMCO ETF TR

-0.86%

Shares7.2K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-3.77%

Shares1.5K

Event2026-03-31

Filed2026-05-11

SHW

SHERWIN WILLIAMS CO

-5.46%

Shares1.2K

Event2026-03-31

Filed2026-05-11

SHM

SPDR SERIES TRUST

-7.49%

Shares7.7K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-30.71%

Shares1.7K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

-9.31%

Shares1.6K

Event2026-03-31

Filed2026-05-11

PEP

PEPSICO INC

-29.02%

Shares2.3K

Event2026-03-31

Filed2026-05-11

EMGF

ISHARES INC

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-11

PAYX

PAYCHEX INC

3.46%

Shares3.9K

Event2026-03-31

Filed2026-05-11

RWR

SPDR SERIES TRUST

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-11

XMLV

INVESCO EXCH TRADED FD TR II

0.09%

Shares5.6K

Event2026-03-31

Filed2026-05-11

BABA

ALIBABA GROUP HLDG LTD

20.14%

Shares2.7K

Event2026-03-31

Filed2026-05-11

DFAI

DIMENSIONAL ETF TRUST

-1.43%

Shares8.7K

Event2026-03-31

Filed2026-05-11

CTAS

CINTAS CORP

-9.58%

Shares2.0K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

-13.69%

Shares1.2K

Event2026-03-31

Filed2026-05-11

EMB

ISHARES TR

-11.46%

Shares3.5K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

-9.26%

Shares823

Event2026-03-31

Filed2026-05-11

WFC

WELLS FARGO & CO

-16.29%

Shares4.0K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

-35.54%

Shares907

Event2026-03-31

Filed2026-05-11

PTH

INVESCO EXCHANGE TRADED FD T

-0.61%

Shares6.4K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

17.48%

Shares2.8K

Event2026-03-31

Filed2026-05-11

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

-19.72%

Shares350

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares7.9K

Event2026-03-31

Filed2026-05-11

TOTALENERGIES SE

New

Shares3.1K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

New

Shares815

Event2026-03-31

Filed2026-05-11

ABT

ABBOTT LABORATORIES

9.16%

Shares2.6K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-24.25%

Shares3.5K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

-5.62%

Shares2.5K

Event2026-03-31

Filed2026-05-11

LMT

LOCKHEED MARTIN CORP

New

Shares432

Event2026-03-31

Filed2026-05-11

ACCENTURE PLC IRELAND

-44.16%

Shares1.3K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

-18.31%

Shares1.5K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

New

Shares188

Event2026-03-31

Filed2026-05-11

SMMU

PIMCO ETF TR

-5.13%

Shares4.9K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

0.00%

Shares563

Event2026-03-31

Filed2026-05-11

QCOM

QUALCOMM INC

-50.82%

Shares1.8K

Event2026-03-31

Filed2026-05-11

AOA

ISHARES TR

0.54%

Shares2.6K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-11

CMS

CMS ENERGY CORP

New

Shares2.8K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares3.6K

Event2026-03-31

Filed2026-05-11

TMO

THERMO FISHER SCIENTIFIC INC

-33.13%

Shares430

Event2026-03-31

Filed2026-05-11

BOEING CO

-30.02%

Shares1.0K

Event2026-03-31

Filed2026-05-11

ECL

ECOLAB INC

New

Shares777

Event2026-03-31

Filed2026-05-11

CHD

CHURCH & DWIGHT CO INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

VLUE

ISHARES TR

New

Shares1.4K

Event2026-03-31

Filed2026-05-11

TALK

TALKSPACE INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-11

WIT

WIPRO LTD

47.39%

Shares21.3K

Event2026-03-31

Filed2026-05-11

LIXTE BIOTECHNOLOGY HLDGS IN

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

TESLA INC Call CallTESLA INC1.5K sharesnew addition2026-03-312026-05-11

SPDR GOLD TR Call CallSPDR GOLD TR1.2K sharesnew addition2026-03-312026-05-11

NVIDIA CORPORATION Call CallNVIDIA CORPORATION2.5K sharesnew addition2026-03-312026-05-11

GOLDMAN SACHS GROUP INC Call CallGOLDMAN SACHS GROUP INC500 sharesnew addition2026-03-312026-05-11

APPLE INC Call CallAPPLE INC1.5K sharesnew addition2026-03-312026-05-11

GOPRO INC Call CallGOPRO INC10.0K shares0.00%2026-03-312026-05-11

TESLA INC Call

TESLA INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

SPDR GOLD TR Call

SPDR GOLD TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

NVIDIA CORPORATION Call

NVIDIA CORPORATION

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC Call

GOLDMAN SACHS GROUP INC

New

Shares500

Event2026-03-31

Filed2026-05-11

APPLE INC Call

APPLE INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-11

GOPRO INC Call

GOPRO INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available