Sponsored

The Analysis of AVAII WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, AVAII WEALTH MANAGEMENT, LLC holds 157 types of securities in its portfolio with a total value $286.5M. In the most recent quarter, they have increased their positions in RDVY (+243.9K shares, valued at $16.7M), TMUS (+36.1K shares, valued at $7.6M), FEOE (+147.8K shares, valued at $7.5M); decreased their positions in TDIV (-134.9K shares, valued at $12.6M), CVX (-43.4K shares, valued at $9.0M), NVDA (-39.2K shares, valued at $6.8M); initiated new positions in RDVY (+243.9K shares, valued at $16.7M), TMUS (+36.1K shares, valued at $7.6M), FEOE (+147.8K shares, valued at $7.5M).

1M P&L

+15.2M+5.51%

3M P&L

+21.3M+7.91%

HY P&L

+37.4M+14.75%

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/A175.3M

69.0%

2Electronic Components10.6M

4.2%

3Auto Manufacturers10.5M

4.1%

Top Industries by Stock Count

1N/A88 stocks

62.9%

2Semiconductors4 stocks

2.9%

3Drug Manufacturers - General4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGDV CAPITAL GROUP DIVIDEND VALUE649.9K shares-6.01%2026-03-312026-04-21

IVV ISHARES TR30.9K shares-5.02%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD243.9K sharesnew addition2026-03-312026-04-21

JIVE J P MORGAN EXCHANGE TRADED F144.4K shares24.34%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR119.8K shares-4.91%2026-03-312026-04-21

TSLA TESLA INC28.3K shares12.00%2026-03-312026-04-21

GLW CORNING INC75.9K shares-17.33%2026-03-312026-04-21

PYLD PIMCO ETF TR369.8K shares2.97%2026-03-312026-04-21

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T60.6K shares4.34%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO28.9K shares3.06%2026-03-312026-04-21

HELO J P MORGAN EXCHANGE TRADED F131.4K shares1.30%2026-03-312026-04-21

SOXX ISHARES TR24.9K shares-8.68%2026-03-312026-04-21

USTB VICTORY PORTFOLIOS II153.4K shares3.10%2026-03-312026-04-21

TMUS T-MOBILE US INC36.1K sharesnew addition2026-03-312026-04-21

FEOE RBB FUND TRUST147.8K sharesnew addition2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN118.1K shares8.87%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.4K shares2.16%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR9.4K shares-2.07%2026-03-312026-04-21

NVO NOVO-NORDISK A S136.3K shares914.72%2026-03-312026-04-21

IREN IREN LIMITED142.6K shares-2.20%2026-03-312026-04-21

AAPL APPLE INC18.5K shares1.27%2026-03-312026-04-21

DOUBLELINE ETF TRUST DOUBLELINE ETF TRUST156.7K sharesnew addition2026-03-312026-04-21

NVDA NVIDIA CORPORATION18.4K shares-68.09%2026-03-312026-04-21

DGRW WISDOMTREE TR23.9K shares0.26%2026-03-312026-04-21

Sponsored

USFR WISDOMTREE TR40.3K shares-9.49%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC15.1K shares-1.03%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC4.8K shares-8.26%2026-03-312026-04-21

AMZN AMAZON COM INC7.4K shares-23.80%2026-03-312026-04-21

JHMM JOHN HANCOCK EXCHANGE TRADED20.3K shares-0.15%2026-03-312026-04-21

JBND J P MORGAN EXCHANGE TRADED F24.1K shares-10.52%2026-03-312026-04-21

USD PROSHARES TR24.9K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP7.0K shares-1.77%2026-03-312026-04-21

Sponsored

KMB KIMBERLY-CLARK CORP11.5K shares0.00%2026-03-312026-04-21

VOLT TEMA ETF TRUST32.4K sharesnew addition2026-03-312026-04-21

FSMB FIRST TR EXCH TRADED FD III55.2K shares-0.29%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T1.6K shares2.04%2026-03-312026-04-21

FBCG FIDELITY COVINGTON TRUST21.3K shares4.74%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO17.5K shares0.09%2026-03-312026-04-21

LYB LYONDELLBASELL INDUSTRIES NV13.1K sharesnew addition2026-03-312026-04-21

TGTX TG THERAPEUTICS INC29.1K shares7.17%2026-03-312026-04-21

Sponsored

UNH UNITEDHEALTH GROUP INC3.4K shares-37.59%2026-03-312026-04-21

USMV ISHARES TR9.9K shares-6.38%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC8.3K sharesnew addition2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC5.6K shares55.53%2026-03-312026-04-21

MSFT MICROSOFT CORP2.2K shares-15.96%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS3.7K shares-1.76%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC3.8K shares-3.81%2026-03-312026-04-21

SPGP INVESCO EXCHANGE TRADED FD T7.2K shares-1.34%2026-03-312026-04-21

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD15.4K shares3.43%2026-03-312026-04-21

CGXU CAPITAL GROUP INTL FOCUS EQT25.6K shares-9.35%2026-03-312026-04-21

GLD SPDR GOLD TR1.7K shares8.51%2026-03-312026-04-21

LLY ELI LILLY & CO793 shares-2.58%2026-03-312026-04-21

CAPE DOUBLELINE ETF TRUST23.4K shares-0.71%2026-03-312026-04-21

IQLT ISHARES TR15.4K shares-0.86%2026-03-312026-04-21

ICLO INVESCO ACTIVELY MANAGED EXC27.5K shares9.61%2026-03-312026-04-21

MUNI PIMCO ETF TR13.2K shares1.37%2026-03-312026-04-21

Sponsored

EWZ ISHARES INC17.4K sharesnew addition2026-03-312026-04-21

VIGI VANGUARD WHITEHALL FDS7.3K shares0.94%2026-03-312026-04-21

MO ALTRIA GROUP INC9.7K shares0.77%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR13.6K shares-0.75%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC13.7K sharesnew addition2026-03-312026-04-21

COWZ PACER FDS TR9.9K shares-1.52%2026-03-312026-04-21

IOO ISHARES TR5.0K shares-0.76%2026-03-312026-04-21

UNP UNION PAC CORP2.4K shares-2.76%2026-03-312026-04-21

Sponsored

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING51.2K shares12.26%2026-03-312026-04-21

SNAP SNAP INC123.9K shares13.10%2026-03-312026-04-21

UITB VICTORY PORTFOLIOS II11.7K shares8.81%2026-03-312026-04-21

JMST J P MORGAN EXCHANGE TRADED F9.9K shares-3.84%2026-03-312026-04-21

ZION ZIONS BANCORPORATION NATL AS8.7K shares0.00%2026-03-312026-04-21

WINN HARBOR ETF TRUST18.1K shares-0.18%2026-03-312026-04-21

DGRO ISHARES TR7.1K shares-0.91%2026-03-312026-04-21

ICSH ISHARES TR9.8K shares25.78%2026-03-312026-04-21

Sponsored

EATON CORP PLC EATON CORP PLC1.3K sharesnew addition2026-03-312026-04-21

MCD MCDONALDS CORP1.5K shares-6.06%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II1.9K shares32.58%2026-03-312026-04-21

IWO ISHARES TR1.5K shares-2.65%2026-03-312026-04-21

JMEE J P MORGAN EXCHANGE TRADED F6.9K shares-6.48%2026-03-312026-04-21

CSCO CISCO SYS INC5.9K shares-12.90%2026-03-312026-04-21

DBEF DBX ETF TR9.2K shares-5.51%2026-03-312026-04-21

MINO PIMCO ETF TR10.1K shares14.44%2026-03-312026-04-21

Sponsored

FTLS FIRST TR EXCH TRADED FD III6.3K shares12.71%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares-6.05%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.1K shares-95.34%2026-03-312026-04-21

VCLT VANGUARD SCOTTSDALE FDS5.8K shares-5.57%2026-03-312026-04-21

BA BOEING CO2.2K shares11.37%2026-03-312026-04-21

IEFA ISHARES TR4.8K sharesnew addition2026-03-312026-04-21

JAVA J P MORGAN EXCHANGE TRADED F5.9K shares4.75%2026-03-312026-04-21

KO COCA COLA CO5.6K shares1.26%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC1.5K shares0.97%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.5K shares10.10%2026-03-312026-04-21

FFLG FIDELITY COVINGTON TRUST14.6K shares-0.24%2026-03-312026-04-21

HL HECLA MINING COMPANY21.7K sharesnew addition2026-03-312026-04-21

IJR ISHARES TR3.1K shares-7.91%2026-03-312026-04-21

VXX BARCLAYS BANK PLC10.8K sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.0K shares0.05%2026-03-312026-04-21

AMAT APPLIED MATLS INC1.1K shares-7.60%2026-03-312026-04-21

Sponsored

ETH GRAYSCALE ETHEREUM STAKING19.0K shares-64.44%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-21

WMT WALMART INC2.9K shares-2.93%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC934 shares-7.34%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.6K shares29.18%2026-03-312026-04-21

IEUR ISHARES TR5.1K sharesnew addition2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF9.3K shares-11.95%2026-03-312026-04-21

VANECK FDS VANECK FDS6.8K sharesnew addition2026-03-312026-04-21

Sponsored

VHT VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-21

XMVM INVESCO EXCHANGE TRADED FD T5.0K sharesnew addition2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS4.1K shares0.02%2026-03-312026-04-21

IEMG ISHARES INC4.7K shares7.01%2026-03-312026-04-21

ALPHABET INC ALPHABET INC1.1K shares-20.30%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR6.4K shares10.52%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC5.5K shares5.54%2026-03-312026-04-21

PFF ISHARES TR10.6K shares-0.38%2026-03-312026-04-21

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T4.2K shares14.47%2026-03-312026-04-21

SMH VANECK ETF TRUST805 shares-21.39%2026-03-312026-04-21

FVAL FIDELITY COVINGTON TRUST4.4K shares0.00%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD3.2K shares-97.65%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-0.63%2026-03-312026-04-21

GPIQ GOLDMAN SACHS ETF TR6.1K shares-0.75%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LTD2.4K shares-44.66%2026-03-312026-04-21

IJH ISHARES TR4.4K shares-20.00%2026-03-312026-04-21

Sponsored

LQD ISHARES TR2.7K shares3.43%2026-03-312026-04-21

EEMV ISHARES INC4.6K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS497 shares5.97%2026-03-312026-04-21

SHY ISHARES TR3.6K shares-3.88%2026-03-312026-04-21

CGUS CAPITAL GROUP CORE EQUITY ET7.6K sharesnew addition2026-03-312026-04-21

KWEB KRANESHARES TRUST10.1K shares-24.05%2026-03-312026-04-21

IVW ISHARES TR2.5K shares3.34%2026-03-312026-04-21

NTAP NETAPP INC2.7K sharesnew addition2026-03-312026-04-21

Sponsored

EMLC VANECK ETF TRUST10.8K sharesnew addition2026-03-312026-04-21

BOND PIMCO ETF TR2.9K shares-16.14%2026-03-312026-04-21

DGS WISDOMTREE TR4.5K shares-0.64%2026-03-312026-04-21

WTV WISDOMTREE TR2.8K sharesnew addition2026-03-312026-04-21

ULTA ULTA BEAUTY INC502 shares-7.38%2026-03-312026-04-21

INTU INTUIT599 sharesnew addition2026-03-312026-04-21

INCM FRANKLIN TEMPLETON ETF TR8.7K sharesnew addition2026-03-312026-04-21

LTPZ PIMCO ETF TR4.9K shares0.27%2026-03-312026-04-21

Sponsored

T AT&T INC8.6K shares-2.69%2026-03-312026-04-21

BROADCOM INC BROADCOM INC804 shares3.21%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR1.9K shares0.00%2026-03-312026-04-21

CPRI CAPRI HOLDINGS LIMITED14.0K shares5.98%2026-03-312026-04-21

META META PLATFORMS INC426 shares-67.21%2026-03-312026-04-21

TFC TRUIST FINL CORP5.3K shares-11.32%2026-03-312026-04-21

LSGR NATIXIS ETF TRUST II6.1K shares4.53%2026-03-312026-04-21

PG PROCTER & GAMBLE CO1.6K shares-5.80%2026-03-312026-04-21

Sponsored

PLXS PLEXUS CORP1.1K sharesnew addition2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION1.8K shares0.17%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC2.0K shares-60.51%2026-03-312026-04-21

ONDS ONDAS INC25.4K sharesnew addition2026-03-312026-04-21

PCMM BONDBLOXX ETF TRUST4.6K shares-12.26%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC4.4K sharesnew addition2026-03-312026-04-21

OSK OSHKOSH CORP1.5K sharesnew addition2026-03-312026-04-21

XBI SPDR SERIES TRUST1.7K shares-62.29%2026-03-312026-04-21

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.3K shares-0.77%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP347 sharesnew addition2026-03-312026-04-21

JVAL J P MORGAN EXCHANGE TRADED F4.3K shares-0.69%2026-03-312026-04-21

ESGV VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-21

CGNG CAPITAL GROUP NEW GEOGRAPHY6.4K shares-5.37%2026-03-312026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

-6.01%

Shares649.9K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-5.02%

Shares30.9K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares243.9K

Event2026-03-31

Filed2026-04-21

JIVE

J P MORGAN EXCHANGE TRADED F

24.34%

Shares144.4K

Event2026-03-31

Filed2026-04-21

ISHARES GOLD TR

-4.91%

Shares119.8K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

12.00%

Shares28.3K

Event2026-03-31

Filed2026-04-21

GLW

CORNING INC

-17.33%

Shares75.9K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

2.97%

Shares369.8K

Event2026-03-31

Filed2026-04-21

XMMO

INVESCO EXCHANGE TRADED FD T

4.34%

Shares60.6K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

3.06%

Shares28.9K

Event2026-03-31

Filed2026-04-21

HELO

J P MORGAN EXCHANGE TRADED F

1.30%

Shares131.4K

Event2026-03-31

Filed2026-04-21

SOXX

ISHARES TR

-8.68%

Shares24.9K

Event2026-03-31

Filed2026-04-21

USTB

VICTORY PORTFOLIOS II

3.10%

Shares153.4K

Event2026-03-31

Filed2026-04-21

TMUS

T-MOBILE US INC

New

Shares36.1K

Event2026-03-31

Filed2026-04-21

FEOE

RBB FUND TRUST

New

Shares147.8K

Event2026-03-31

Filed2026-04-21

FBTC

FIDELITY WISE ORIGIN BITCOIN

8.87%

Shares118.1K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

2.16%

Shares12.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-2.07%

Shares9.4K

Event2026-03-31

Filed2026-04-21

NVO

NOVO-NORDISK A S

914.72%

Shares136.3K

Event2026-03-31

Filed2026-04-21

IREN

IREN LIMITED

-2.20%

Shares142.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.27%

Shares18.5K

Event2026-03-31

Filed2026-04-21

DOUBLELINE ETF TRUST

New

Shares156.7K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-68.09%

Shares18.4K

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

0.26%

Shares23.9K

Event2026-03-31

Filed2026-04-21

USFR

WISDOMTREE TR

-9.49%

Shares40.3K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-1.03%

Shares15.1K

Event2026-03-31

Filed2026-04-21

MICRON TECHNOLOGY INC

-8.26%

Shares4.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-23.80%

Shares7.4K

Event2026-03-31

Filed2026-04-21

JHMM

JOHN HANCOCK EXCHANGE TRADED

-0.15%

Shares20.3K

Event2026-03-31

Filed2026-04-21

JBND

J P MORGAN EXCHANGE TRADED F

-10.52%

Shares24.1K

Event2026-03-31

Filed2026-04-21

USD

PROSHARES TR

0.00%

Shares24.9K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-1.77%

Shares7.0K

Event2026-03-31

Filed2026-04-21

KMB

KIMBERLY-CLARK CORP

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-21

VOLT

TEMA ETF TRUST

New

Shares32.4K

Event2026-03-31

Filed2026-04-21

FSMB

FIRST TR EXCH TRADED FD III

-0.29%

Shares55.2K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

2.04%

Shares1.6K

Event2026-03-31

Filed2026-04-21

FBCG

FIDELITY COVINGTON TRUST

4.74%

Shares21.3K

Event2026-03-31

Filed2026-04-21

BMY

BRISTOL-MYERS SQUIBB CO

0.09%

Shares17.5K

Event2026-03-31

Filed2026-04-21

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares13.1K

Event2026-03-31

Filed2026-04-21

TGTX

TG THERAPEUTICS INC

7.17%

Shares29.1K

Event2026-03-31

Filed2026-04-21

UNH

UNITEDHEALTH GROUP INC

-37.59%

Shares3.4K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

-6.38%

Shares9.9K

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

New

Shares8.3K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

55.53%

Shares5.6K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-15.96%

Shares2.2K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-1.76%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

-3.81%

Shares3.8K

Event2026-03-31

Filed2026-04-21

SPGP

INVESCO EXCHANGE TRADED FD T

-1.34%

Shares7.2K

Event2026-03-31

Filed2026-04-21

LMBS

FIRST TR EXCHANGE-TRADED FD

3.43%

Shares15.4K

Event2026-03-31

Filed2026-04-21

CGXU

CAPITAL GROUP INTL FOCUS EQT

-9.35%

Shares25.6K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

8.51%

Shares1.7K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

-2.58%

Shares793

Event2026-03-31

Filed2026-04-21

CAPE

DOUBLELINE ETF TRUST

-0.71%

Shares23.4K

Event2026-03-31

Filed2026-04-21

IQLT

ISHARES TR

-0.86%

Shares15.4K

Event2026-03-31

Filed2026-04-21

ICLO

INVESCO ACTIVELY MANAGED EXC

9.61%

Shares27.5K

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO ETF TR

1.37%

Shares13.2K

Event2026-03-31

Filed2026-04-21

EWZ

ISHARES INC

New

Shares17.4K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

0.94%

Shares7.3K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

0.77%

Shares9.7K

Event2026-03-31

Filed2026-04-21

XLU

SELECT SECTOR SPDR TR

-0.75%

Shares13.6K

Event2026-03-31

Filed2026-04-21

PYPL

PAYPAL HLDGS INC

New

Shares13.7K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

-1.52%

Shares9.9K

Event2026-03-31

Filed2026-04-21

IOO

ISHARES TR

-0.76%

Shares5.0K

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

-2.76%

Shares2.4K

Event2026-03-31

Filed2026-04-21

OAKTREE SPECIALTY LENDING

12.26%

Shares51.2K

Event2026-03-31

Filed2026-04-21

SNAP

SNAP INC

13.10%

Shares123.9K

Event2026-03-31

Filed2026-04-21

UITB

VICTORY PORTFOLIOS II

8.81%

Shares11.7K

Event2026-03-31

Filed2026-04-21

JMST

J P MORGAN EXCHANGE TRADED F

-3.84%

Shares9.9K

Event2026-03-31

Filed2026-04-21

ZION

ZIONS BANCORPORATION NATL AS

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-21

WINN

HARBOR ETF TRUST

-0.18%

Shares18.1K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

-0.91%

Shares7.1K

Event2026-03-31

Filed2026-04-21

ICSH

ISHARES TR

25.78%

Shares9.8K

Event2026-03-31

Filed2026-04-21

EATON CORP PLC

New

Shares1.3K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

-6.06%

Shares1.5K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

32.58%

Shares1.9K

Event2026-03-31

Filed2026-04-21

IWO

ISHARES TR

-2.65%

Shares1.5K

Event2026-03-31

Filed2026-04-21

JMEE

J P MORGAN EXCHANGE TRADED F

-6.48%

Shares6.9K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-12.90%

Shares5.9K

Event2026-03-31

Filed2026-04-21

DBEF

DBX ETF TR

-5.51%

Shares9.2K

Event2026-03-31

Filed2026-04-21

MINO

PIMCO ETF TR

14.44%

Shares10.1K

Event2026-03-31

Filed2026-04-21

FTLS

FIRST TR EXCH TRADED FD III

12.71%

Shares6.3K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.05%

Shares1.3K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-95.34%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VCLT

VANGUARD SCOTTSDALE FDS

-5.57%

Shares5.8K

Event2026-03-31

Filed2026-04-21

BOEING CO

11.37%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-21

JAVA

J P MORGAN EXCHANGE TRADED F

4.75%

Shares5.9K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

1.26%

Shares5.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.97%

Shares1.5K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

10.10%

Shares3.5K

Event2026-03-31

Filed2026-04-21

FFLG

FIDELITY COVINGTON TRUST

-0.24%

Shares14.6K

Event2026-03-31

Filed2026-04-21

HECLA MINING COMPANY

New

Shares21.7K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-7.91%

Shares3.1K

Event2026-03-31

Filed2026-04-21

VXX

BARCLAYS BANK PLC

New

Shares10.8K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-21

AMAT

APPLIED MATLS INC

-7.60%

Shares1.1K

Event2026-03-31

Filed2026-04-21

ETH

GRAYSCALE ETHEREUM STAKING

-64.44%

Shares19.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-2.93%

Shares2.9K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

-7.34%

Shares934

Event2026-03-31

Filed2026-04-21

GILD

GILEAD SCIENCES INC

29.18%

Shares2.6K

Event2026-03-31

Filed2026-04-21

IEUR

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

-11.95%

Shares9.3K

Event2026-03-31

Filed2026-04-21

VANECK FDS

New

Shares6.8K

Event2026-03-31

Filed2026-04-21

VHT

VANGUARD WORLD FD

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

XMVM

INVESCO EXCHANGE TRADED FD T

New

Shares5.0K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

0.02%

Shares4.1K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

7.01%

Shares4.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-20.30%

Shares1.1K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

10.52%

Shares6.4K

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

5.54%

Shares5.5K

Event2026-03-31

Filed2026-04-21

PFF

ISHARES TR

-0.38%

Shares10.6K

Event2026-03-31

Filed2026-04-21

SPHQ

INVESCO EXCHANGE TRADED FD T

14.47%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SMH

VANECK ETF TRUST

-21.39%

Shares805

Event2026-03-31

Filed2026-04-21

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

TDIV

FIRST TR EXCHANGE TRADED FD

-97.65%

Shares3.2K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

-0.63%

Shares1.4K

Event2026-03-31

Filed2026-04-21

GPIQ

GOLDMAN SACHS ETF TR

-0.75%

Shares6.1K

Event2026-03-31

Filed2026-04-21

BABA

ALIBABA GROUP HLDG LTD

-44.66%

Shares2.4K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-20.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

LQD

ISHARES TR

3.43%

Shares2.7K

Event2026-03-31

Filed2026-04-21

EEMV

ISHARES INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

5.97%

Shares497

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

-3.88%

Shares3.6K

Event2026-03-31

Filed2026-04-21

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares7.6K

Event2026-03-31

Filed2026-04-21

KWEB

KRANESHARES TRUST

-24.05%

Shares10.1K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

3.34%

Shares2.5K

Event2026-03-31

Filed2026-04-21

NTAP

NETAPP INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-21

EMLC

VANECK ETF TRUST

New

Shares10.8K

Event2026-03-31

Filed2026-04-21

BOND

PIMCO ETF TR

-16.14%

Shares2.9K

Event2026-03-31

Filed2026-04-21

DGS

WISDOMTREE TR

-0.64%

Shares4.5K

Event2026-03-31

Filed2026-04-21

WTV

WISDOMTREE TR

New

Shares2.8K

Event2026-03-31

Filed2026-04-21

ULTA

ULTA BEAUTY INC

-7.38%

Shares502

Event2026-03-31

Filed2026-04-21

INTU

INTUIT

New

Shares599

Event2026-03-31

Filed2026-04-21

INCM

FRANKLIN TEMPLETON ETF TR

New

Shares8.7K

Event2026-03-31

Filed2026-04-21

LTPZ

PIMCO ETF TR

0.27%

Shares4.9K

Event2026-03-31

Filed2026-04-21

AT&T INC

-2.69%

Shares8.6K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

3.21%

Shares804

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

CPRI

CAPRI HOLDINGS LIMITED

5.98%

Shares14.0K

Event2026-03-31

Filed2026-04-21