Sponsored

The Analysis of Balance Wealth, LLC's Holdings & P&L

Currently, Balance Wealth, LLC holds 149 types of securities in its portfolio with a total value $322.1M. In the most recent quarter, they have increased their positions in GRNY (+500.7K shares, valued at $12.0M), N/A (+14.1K shares, valued at $8.4M), XLK (+36.9K shares, valued at $4.9M); decreased their positions in JPEF (-95.2K shares, valued at $6.8M), IJJ (-43.2K shares, valued at $5.7M), SCHX (-144.4K shares, valued at $3.7M); initiated new positions in GRNY (+500.7K shares, valued at $12.0M), QQQM (+20.0K shares, valued at $4.8M), BFRZ (+150.8K shares, valued at $4.0M).

1M P&L

+7.6M+2.79%

3M P&L

+2.5M+0.88%

HY P&L

+12.0M+4.46%

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/A235.2M

89.1%

2Banks - Diversified6.9M

2.6%

3Software - Infrastructure3.1M

1.2%

Top Industries by Stock Count

1N/A104 stocks

75.9%

2Drug Manufacturers - General2 stocks

1.5%

3Semiconductors2 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR50.0K shares8.99%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS40.4K shares53.48%2026-03-312026-04-20

JPEF J P MORGAN EXCHANGE TRADED F268.4K shares-26.18%2026-03-312026-04-20

VPLS VANGUARD MALVERN FDS189.6K shares0.32%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR92.4K shares-14.19%2026-03-312026-04-20

GRNY TIDAL TRUST I500.7K sharesnew addition2026-03-312026-04-20

IJJ ISHARES TR81.7K shares-34.57%2026-03-312026-04-20

VBR VANGUARD INDEX FDS49.1K shares2.76%2026-03-312026-04-20

Sponsored

SCHX SCHWAB STRATEGIC TR382.3K shares-27.42%2026-03-312026-04-20

BINV 2023 ETF SERIES TRUST181.9K shares-0.97%2026-03-312026-04-20

VCSH VANGUARD SCOTTSDALE FDS91.2K shares12.00%2026-03-312026-04-20

IGIB ISHARES TR120.8K shares1.29%2026-03-312026-04-20

AIQ GLOBAL X FDS119.7K shares140.39%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR38.9K shares1908.42%2026-03-312026-04-20

WFC WELLS FARGO & CO60.0K shares-0.20%2026-03-312026-04-20

QQQM INVESCO EXCH TRADED FD TR II20.0K sharesnew addition2026-03-312026-04-20

Sponsored

DFAC DIMENSIONAL ETF TRUST108.6K shares-1.20%2026-03-312026-04-20

VGIT VANGUARD SCOTTSDALE FDS70.8K shares1.98%2026-03-312026-04-20

IAGG ISHARES TR83.3K shares1.15%2026-03-312026-04-20

IUSB ISHARES TR89.6K shares65.01%2026-03-312026-04-20

BFRZ INNOVATOR ETFS TRUST150.8K sharesnew addition2026-03-312026-04-20

BIV VANGUARD BD INDEX FDS48.2K shares-0.05%2026-03-312026-04-20

ESGU ISHARES TR26.1K shares-1.41%2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR37.4K shares35.14%2026-03-312026-04-20

Sponsored

MSFT MICROSOFT CORP8.3K shares1.79%2026-03-312026-04-20

IVLU ISHARES TR76.5K shares2.00%2026-03-312026-04-20

PCMM BONDBLOXX ETF TRUST58.8K shares2.69%2026-03-312026-04-20

BIL SPDR SERIES TRUST31.1K shares32.87%2026-03-312026-04-20

AAPL APPLE INC10.9K shares22.10%2026-03-312026-04-20

TAXX BONDBLOXX ETF TRUST52.5K shares3.50%2026-03-312026-04-20

BITB BITWISE BITCOIN ETF TR70.2K shares22.48%2026-03-312026-04-20

EMXC ISHARES INC29.9K shares33.08%2026-03-312026-04-20

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F46.8K shares20.67%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T3.3K shares11.14%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO7.3K shares0.08%2026-03-312026-04-20

XLG INVESCO EXCHANGE TRADED FD T39.2K shares-0.58%2026-03-312026-04-20

ZAP GLOBAL X FDS66.0K shares-2.86%2026-03-312026-04-20

SFLR Innovator Equity Managed Floor ETF49.9K shares-15.90%2026-03-312026-04-20

AMZN AMAZON COM INC8.4K shares26.18%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC3.8K shares0.98%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC6.0K shares7.66%2026-03-312026-04-20

DUHP DIMENSIONAL ETF TRUST45.6K shares-1.52%2026-03-312026-04-20

ENSG ENSIGN GROUP INC8.1K shares0.07%2026-03-312026-04-20

DFAU DIMENSIONAL ETF TRUST35.5K shares-1.81%2026-03-312026-04-20

IXN ISHARES TR15.9K shares0.63%2026-03-312026-04-20

IYW ISHARES TR8.5K shares-0.13%2026-03-312026-04-20

QUAL ISHARES TR8.0K shares-4.53%2026-03-312026-04-20

IWB ISHARES TR4.3K shares2.18%2026-03-312026-04-20

Sponsored

JAAA JANUS DETROIT STR TR29.5K shares68.77%2026-03-312026-04-20

VCIT VANGUARD SCOTTSDALE FDS17.2K shares18.77%2026-03-312026-04-20

AVMC AMERICAN CENTY ETF TR19.5K sharesnew addition2026-03-312026-04-20

SPAB SPDR SERIES TRUST53.9K shares-2.03%2026-03-312026-04-20

MLN VANECK ETF TRUST74.2K shares19.20%2026-03-312026-04-20

MOAT VANECK ETF TRUST13.0K shares9.69%2026-03-312026-04-20

BUFB Innovator Laddered Allocation Buffer ETF33.3K shares-7.11%2026-03-312026-04-20

TSLA TESLA INC3.2K shares14.78%2026-03-312026-04-20

Sponsored

NVDA NVIDIA CORPORATION6.7K shares5.81%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST19.4K shares-59.85%2026-03-312026-04-20

EFG ISHARES TR9.8K shares-4.37%2026-03-312026-04-20

SNPE Xtrackers S&P 500 Scored & Screened ETF17.7K shares0.35%2026-03-312026-04-20

SLYV SPDR SERIES TRUST11.1K shares-55.82%2026-03-312026-04-20

STIP ISHARES TR10.0K shares-43.81%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS16.1K shares131.42%2026-03-312026-04-20

MUB ISHARES TR9.4K shares-9.54%2026-03-312026-04-20

Sponsored

IVW ISHARES TR8.5K shares0.40%2026-03-312026-04-20

STRV EA SERIES TRUST20.2K shares-3.82%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS16.2K shares39.69%2026-03-312026-04-20

MBB ISHARES TR8.0K shares-0.01%2026-03-312026-04-20

IEV ISHARES TR11.0K shares0.16%2026-03-312026-04-20

TXXI BONDBLOXX ETF TRUST14.8K shares52.89%2026-03-312026-04-20

SPMD SPDR SERIES TRUST12.5K shares-58.44%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares1.63%2026-03-312026-04-20

Sponsored

VGT VANGUARD WORLD FD993 shares5.86%2026-03-312026-04-20

IJR ISHARES TR5.5K shares-28.34%2026-03-312026-04-20

IVV ISHARES TR1.0K shares-8.33%2026-03-312026-04-20

ALPHABET INC ALPHABET INC2.3K shares17.72%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR6.0K sharesnew addition2026-03-312026-04-20

JCPB J P MORGAN EXCHANGE TRADED F13.5K shares-59.17%2026-03-312026-04-20

CTRE CARETRUST REIT INC16.1K shares0.16%2026-03-312026-04-20

FTEC Fidelity MSCI Information Technology Index ETF2.8K shares-0.47%2026-03-312026-04-20

Sponsored

EFV ISHARES TR7.5K shares-0.45%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON2.2K shares13.76%2026-03-312026-04-20

VRT VERTIV HOLDINGS CO2.1K shares2.87%2026-03-312026-04-20

WMT WALMART INC4.3K shares37.35%2026-03-312026-04-20

AJAN INNOVATOR ETFS TRUST19.2K shares0.00%2026-03-312026-04-20

RDVY First Trust Rising Dividend Achievers ETF7.6K shares-2.09%2026-03-312026-04-20

CIBR First Trust NASDAQ Cybersecurity ETF8.1K shares0.37%2026-03-312026-04-20

PNTG PENNANT GROUP INC16.2K shares0.26%2026-03-312026-04-20

Sponsored

VST Vistra Corp. Common Stock3.2K shares0.19%2026-03-312026-04-20

AGGH Simplify Aggregate Bond ETF23.4K shares-28.83%2026-03-312026-04-20

FDN FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-04-20

USMV ISHARES TR5.1K shares1.12%2026-03-312026-04-20

FTCS First Trust Capital Strength ETF4.9K shares-3.37%2026-03-312026-04-20

QUS SPDR SERIES TRUST2.6K shares23.33%2026-03-312026-04-20

SKYY First Trust Cloud Computing ETF4.0K shares0.35%2026-03-312026-04-20

MCD MCDONALDS CORP1.4K shares3.66%2026-03-312026-04-20

Sponsored

WMS ADVANCED DRAIN SYS INC DEL3.2K shares0.00%2026-03-312026-04-20

OEF ISHARES TR1.4K shares-1.02%2026-03-312026-04-20

CSCO CISCO SYS INC5.5K shares0.75%2026-03-312026-04-20

XOM EXXON MOBIL CORP2.5K shares8.92%2026-03-312026-04-20

META META PLATFORMS INC741 shares-4.76%2026-03-312026-04-20

SPTM SPDR SERIES TRUST5.1K shares20.01%2026-03-312026-04-20

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund7.7K shares2.32%2026-03-312026-04-20

SCHM SCHWAB STRATEGIC TR13.0K shares-1.27%2026-03-312026-04-20

Sponsored

Innovator International Developed Managed Floor ETF Innovator International Developed Managed Floor ETF7.8K sharesnew addition2026-03-312026-04-20

IHI iShares U.S. Medical Devices ETF7.4K shares-9.09%2026-03-312026-04-20

SPTL SPDR SERIES TRUST14.7K shares-7.67%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC3.0K shares26.80%2026-03-312026-04-20

BOXX EA SERIES TRUST3.1K sharesnew addition2026-03-312026-04-20

RECS COLUMBIA ETF TR I9.3K shares-75.22%2026-03-312026-04-20

GLDM WORLD GOLD TR3.9K shares0.00%2026-03-312026-04-20

SUSL ISHARES TR3.2K shares-5.40%2026-03-312026-04-20

Sponsored

VEU VANGUARD INTL EQUITY INDEX F4.8K shares33.45%2026-03-312026-04-20

FCX FREEPORT MCMORAN INC5.9K shares0.17%2026-03-312026-04-20

BALT Innovator Defined Wealth Shield ETF10.3K shares-55.28%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.7K shares6.55%2026-03-312026-04-20

DGRO ISHARES TR4.5K shares-1.49%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC1.2K shares1.05%2026-03-312026-04-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.3K shares9.89%2026-03-312026-04-20

BROADCOM INC BROADCOM INC980 shares17.37%2026-03-312026-04-20

Sponsored

VYM VANGUARD WHITEHALL FDS2.0K shares-0.10%2026-03-312026-04-20

DFAI DIMENSIONAL ETF TRUST7.4K shares-7.46%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-04-20

XLU SELECT SECTOR SPDR TR6.2K shares20.55%2026-03-312026-04-20

IYC ISHARES TR2.9K shares20.35%2026-03-312026-04-20

KR KROGER CO3.8K shares10.19%2026-03-312026-04-20

IJH ISHARES TR4.1K shares2.06%2026-03-312026-04-20

LGLV SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-20

Sponsored

STXT EA SERIES TRUST12.5K shares-20.79%2026-03-312026-04-20

PII POLARIS INC4.5K shares0.00%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC722 shares0.42%2026-03-312026-04-20

EW EDWARDS LIFESCIENCES CORP3.0K shares9.63%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS1.1K shares13.09%2026-03-312026-04-20

EUSB iShares ESG Advanced Universal USD Bond ETF5.3K shares6.99%2026-03-312026-04-20

VUG VANGUARD INDEX FDS508 sharesnew addition2026-03-312026-04-20

XC WISDOMTREE TR7.1K shares-38.75%2026-03-312026-04-20

Sponsored

XT ISHARES TR3.2K sharesnew addition2026-03-312026-04-20

MA MASTERCARD INCORPORATED440 shares-0.23%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC1.9K shares25.93%2026-03-312026-04-20

EZU iShares MSCI Eurozone ETF3.4K shares1.98%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE739 shares11.80%2026-03-312026-04-20

HWM HOWMET AEROSPACE INC907 sharesnew addition2026-03-312026-04-20

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-03-312026-04-20

FANG DIAMONDBACK ENERGY INC1.0K sharesnew addition2026-03-312026-04-20

Sponsored

LLY ELI LILLY & CO223 shares17.99%2026-03-312026-04-20

PWB Invesco Large Cap Growth ETF1.6K sharesnew addition2026-03-312026-04-20

FBTC FIDELITY WISE ORIGIN BITCOIN3.4K sharesnew addition2026-03-312026-04-20

KMI KINDER MORGAN INC DEL6.1K sharesnew addition2026-03-312026-04-20

RTX RTX CORPORATION1.0K sharesnew addition2026-03-312026-04-20

INVESCO QQQ TR

8.99%

Shares50.0K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

53.48%

Shares40.4K

Event2026-03-31

Filed2026-04-20

JPEF

J P MORGAN EXCHANGE TRADED F

-26.18%

Shares268.4K

Event2026-03-31

Filed2026-04-20

VPLS

VANGUARD MALVERN FDS

0.32%

Shares189.6K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

-14.19%

Shares92.4K

Event2026-03-31

Filed2026-04-20

GRNY

TIDAL TRUST I

New

Shares500.7K

Event2026-03-31

Filed2026-04-20

IJJ

ISHARES TR

-34.57%

Shares81.7K

Event2026-03-31

Filed2026-04-20

VBR

VANGUARD INDEX FDS

2.76%

Shares49.1K

Event2026-03-31

Filed2026-04-20

SCHX

SCHWAB STRATEGIC TR

-27.42%

Shares382.3K

Event2026-03-31

Filed2026-04-20

BINV

2023 ETF SERIES TRUST

-0.97%

Shares181.9K

Event2026-03-31

Filed2026-04-20

VCSH

VANGUARD SCOTTSDALE FDS

12.00%

Shares91.2K

Event2026-03-31

Filed2026-04-20

IGIB

ISHARES TR

1.29%

Shares120.8K

Event2026-03-31

Filed2026-04-20

AIQ

GLOBAL X FDS

140.39%

Shares119.7K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

1908.42%

Shares38.9K

Event2026-03-31

Filed2026-04-20

WFC

WELLS FARGO & CO

-0.20%

Shares60.0K

Event2026-03-31

Filed2026-04-20

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares20.0K

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL ETF TRUST

-1.20%

Shares108.6K

Event2026-03-31

Filed2026-04-20

VGIT

VANGUARD SCOTTSDALE FDS

1.98%

Shares70.8K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

1.15%

Shares83.3K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

65.01%

Shares89.6K

Event2026-03-31

Filed2026-04-20

BFRZ

INNOVATOR ETFS TRUST

New

Shares150.8K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

-0.05%

Shares48.2K

Event2026-03-31

Filed2026-04-20

ESGU

ISHARES TR

-1.41%

Shares26.1K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

35.14%

Shares37.4K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

1.79%

Shares8.3K

Event2026-03-31

Filed2026-04-20

IVLU

ISHARES TR

2.00%

Shares76.5K

Event2026-03-31

Filed2026-04-20

PCMM

BONDBLOXX ETF TRUST

2.69%

Shares58.8K

Event2026-03-31

Filed2026-04-20

BIL

SPDR SERIES TRUST

32.87%

Shares31.1K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

22.10%

Shares10.9K

Event2026-03-31

Filed2026-04-20

TAXX

BONDBLOXX ETF TRUST

3.50%

Shares52.5K

Event2026-03-31

Filed2026-04-20

BITB

BITWISE BITCOIN ETF TR

22.48%

Shares70.2K

Event2026-03-31

Filed2026-04-20

EMXC

ISHARES INC

33.08%

Shares29.9K

Event2026-03-31

Filed2026-04-20

JMUB

J P MORGAN EXCHANGE TRADED F

20.67%

Shares46.8K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

11.14%

Shares3.3K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

0.08%

Shares7.3K

Event2026-03-31

Filed2026-04-20

XLG

INVESCO EXCHANGE TRADED FD T

-0.58%

Shares39.2K

Event2026-03-31

Filed2026-04-20

ZAP

GLOBAL X FDS

-2.86%

Shares66.0K

Event2026-03-31

Filed2026-04-20

SFLR

Innovator Equity Managed Floor ETF

-15.90%

Shares49.9K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

26.18%

Shares8.4K

Event2026-03-31

Filed2026-04-20

ISRG

INTUITIVE SURGICAL INC

0.98%

Shares3.8K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

7.66%

Shares6.0K

Event2026-03-31

Filed2026-04-20

DUHP

DIMENSIONAL ETF TRUST

-1.52%

Shares45.6K

Event2026-03-31

Filed2026-04-20

ENSG

ENSIGN GROUP INC

0.07%

Shares8.1K

Event2026-03-31

Filed2026-04-20

DFAU

DIMENSIONAL ETF TRUST

-1.81%

Shares35.5K

Event2026-03-31

Filed2026-04-20

IXN

ISHARES TR

0.63%

Shares15.9K

Event2026-03-31

Filed2026-04-20

IYW

ISHARES TR

-0.13%

Shares8.5K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

-4.53%

Shares8.0K

Event2026-03-31

Filed2026-04-20

IWB

ISHARES TR

2.18%

Shares4.3K

Event2026-03-31

Filed2026-04-20

JAAA

JANUS DETROIT STR TR

68.77%

Shares29.5K

Event2026-03-31

Filed2026-04-20

VCIT

VANGUARD SCOTTSDALE FDS

18.77%

Shares17.2K

Event2026-03-31

Filed2026-04-20

AVMC

AMERICAN CENTY ETF TR

New

Shares19.5K

Event2026-03-31

Filed2026-04-20

SPAB

SPDR SERIES TRUST

-2.03%

Shares53.9K

Event2026-03-31

Filed2026-04-20

MLN

VANECK ETF TRUST

19.20%

Shares74.2K

Event2026-03-31

Filed2026-04-20

MOAT

VANECK ETF TRUST

9.69%

Shares13.0K

Event2026-03-31

Filed2026-04-20

BUFB

Innovator Laddered Allocation Buffer ETF

-7.11%

Shares33.3K

Event2026-03-31

Filed2026-04-20

TSLA

TESLA INC

14.78%

Shares3.2K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

5.81%

Shares6.7K

Event2026-03-31

Filed2026-04-20

DYNF

BLACKROCK ETF TRUST

-59.85%

Shares19.4K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

-4.37%

Shares9.8K

Event2026-03-31

Filed2026-04-20

SNPE

Xtrackers S&P 500 Scored & Screened ETF

0.35%

Shares17.7K

Event2026-03-31

Filed2026-04-20

SLYV

SPDR SERIES TRUST

-55.82%

Shares11.1K

Event2026-03-31

Filed2026-04-20

STIP

ISHARES TR

-43.81%

Shares10.0K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

131.42%

Shares16.1K

Event2026-03-31

Filed2026-04-20

MUB

ISHARES TR

-9.54%

Shares9.4K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

0.40%

Shares8.5K

Event2026-03-31

Filed2026-04-20

STRV

EA SERIES TRUST

-3.82%

Shares20.2K

Event2026-03-31

Filed2026-04-20

VTEB

VANGUARD MUN BD FDS

39.69%

Shares16.2K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES TR

-0.01%

Shares8.0K

Event2026-03-31

Filed2026-04-20

IEV

ISHARES TR

0.16%

Shares11.0K

Event2026-03-31

Filed2026-04-20

TXXI

BONDBLOXX ETF TRUST

52.89%

Shares14.8K

Event2026-03-31

Filed2026-04-20

SPMD

SPDR SERIES TRUST

-58.44%

Shares12.5K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

1.63%

Shares1.5K

Event2026-03-31

Filed2026-04-20

VGT

VANGUARD WORLD FD

5.86%

Shares993

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

-28.34%

Shares5.5K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES TR

-8.33%

Shares1.0K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

17.72%

Shares2.3K

Event2026-03-31

Filed2026-04-20

AVUV

AMERICAN CENTY ETF TR

New

Shares6.0K

Event2026-03-31

Filed2026-04-20

JCPB

J P MORGAN EXCHANGE TRADED F

-59.17%

Shares13.5K

Event2026-03-31

Filed2026-04-20

CTRE

CARETRUST REIT INC

0.16%

Shares16.1K

Event2026-03-31

Filed2026-04-20

FTEC

Fidelity MSCI Information Technology Index ETF

-0.47%

Shares2.8K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

-0.45%

Shares7.5K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

13.76%

Shares2.2K

Event2026-03-31

Filed2026-04-20

VRT

VERTIV HOLDINGS CO

2.87%

Shares2.1K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

37.35%

Shares4.3K

Event2026-03-31

Filed2026-04-20

AJAN

INNOVATOR ETFS TRUST

0.00%

Shares19.2K

Event2026-03-31

Filed2026-04-20

RDVY

First Trust Rising Dividend Achievers ETF

-2.09%

Shares7.6K

Event2026-03-31

Filed2026-04-20

CIBR

First Trust NASDAQ Cybersecurity ETF

0.37%

Shares8.1K

Event2026-03-31

Filed2026-04-20

PNTG

PENNANT GROUP INC

0.26%

Shares16.2K

Event2026-03-31

Filed2026-04-20

VST

Vistra Corp. Common Stock

0.19%

Shares3.2K

Event2026-03-31

Filed2026-04-20

AGGH

Simplify Aggregate Bond ETF

-28.83%

Shares23.4K

Event2026-03-31

Filed2026-04-20

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES TR

1.12%

Shares5.1K

Event2026-03-31

Filed2026-04-20

FTCS

First Trust Capital Strength ETF

-3.37%

Shares4.9K

Event2026-03-31

Filed2026-04-20

QUS

SPDR SERIES TRUST

23.33%

Shares2.6K

Event2026-03-31

Filed2026-04-20

SKYY

First Trust Cloud Computing ETF

0.35%

Shares4.0K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

3.66%

Shares1.4K

Event2026-03-31

Filed2026-04-20

WMS

ADVANCED DRAIN SYS INC DEL

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-20

OEF

ISHARES TR

-1.02%

Shares1.4K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

0.75%

Shares5.5K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

8.92%

Shares2.5K

Event2026-03-31

Filed2026-04-20