Sponsored

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

Currently, BCGM Wealth Management, LLC holds 178 types of securities in its portfolio with a total value $398.1M. In the most recent quarter, they have increased their positions in CORO (+313.3K shares, valued at $10.1M), GOVT (+254.1K shares, valued at $5.8M), BLCR (+115.5K shares, valued at $4.7M); decreased their positions in MGC (-36.5K shares, valued at $8.6M), IEMG (-61.8K shares, valued at $4.3M), N/A (-43.3K shares, valued at $3.8M); initiated new positions in CORO (+313.3K shares, valued at $10.1M), BLCR (+115.5K shares, valued at $4.7M), IDEF (+127.6K shares, valued at $4.2M).

1M P&L

-30.6M-7.51%

3M P&L

-47.0M-11.08%

HY P&L

-26.8M-6.64%

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/A269.4M

72.9%

2Aerospace & Defense11.1M

3.0%

3Oil & Gas Integrated8.6M

2.3%

Top Industries by Stock Count

1N/A115 stocks

67.3%

2Drug Manufacturers - General5 stocks

2.9%

3Utilities - Regulated Electric3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR125.6K shares11.62%2026-03-312026-05-05

IVV ISHARES TR26.8K shares-1.68%2026-03-312026-05-05

JAVA J P MORGAN EXCHANGE TRADED F208.7K shares-0.75%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR23.6K shares-1.48%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST217.9K shares-6.39%2026-03-312026-05-05

IWF ISHARES TR28.3K shares2.94%2026-03-312026-05-05

QUAL ISHARES TR53.7K shares-0.76%2026-03-312026-05-05

CORO BLACKROCK ETF TRUST313.3K sharesnew addition2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP47.8K shares4.42%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS88.4K shares2.68%2026-03-312026-05-05

IEMG ISHARES INC110.3K shares-35.89%2026-03-312026-05-05

FMB FIRST TR EXCH TRADED FD III138.0K shares13.36%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS10.9K shares0.91%2026-03-312026-05-05

MTUM ISHARES TR26.2K shares2.15%2026-03-312026-05-05

TLH ISHARES TR61.5K shares1.97%2026-03-312026-05-05

GOVT ISHARES TR269.7K shares1631.02%2026-03-312026-05-05

Sponsored

DHIL DIAMOND HILL INVT GROUP INC33.6K shares-0.55%2026-03-312026-05-05

PJAN INNOVATOR ETFS TRUST122.5K shares0.00%2026-03-312026-05-05

TAXX BONDBLOXX ETF TRUST107.9K shares6.75%2026-03-312026-05-05

THRO BLACKROCK ETF TRUST150.2K shares3.49%2026-03-312026-05-05

SBSW SIBANYE STILLWATER LTD428.7K shares-12.76%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP7.4K shares1.83%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS103.1K shares4.53%2026-03-312026-05-05

AAPL APPLE INC19.1K shares-0.99%2026-03-312026-05-05

Sponsored

BLCR BLACKROCK ETF TRUST115.5K sharesnew addition2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS91.5K shares13.94%2026-03-312026-05-05

JANW AIM ETF PRODUCTS TRUST124.4K shares0.00%2026-03-312026-05-05

LLY ELI LILLY & CO4.9K shares-0.43%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC27.1K shares3.19%2026-03-312026-05-05

MUB ISHARES TR41.9K shares-2.96%2026-03-312026-05-05

HII HUNTINGTON INGALLS INDS INC11.1K shares5.62%2026-03-312026-05-05

IDEF BLACKROCK ETF TRUST127.6K sharesnew addition2026-03-312026-05-05

Sponsored

VEA VANGUARD TAX-MANAGED FDS64.0K shares-5.18%2026-03-312026-05-05

CTRA COTERRA ENERGY INC109.7K shares6.02%2026-03-312026-05-05

FIXD FIRST TR EXCHNG TRADED FD VI88.2K shares8.47%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F74.4K shares1.01%2026-03-312026-05-05

TXXI BONDBLOXX ETF TRUST75.5K shares11.90%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II71.8K shares-34.46%2026-03-312026-05-05

LOVE LOVESAC COMPANY251.4K shares4.10%2026-03-312026-05-05

VO VANGUARD INDEX FDS12.7K shares-3.43%2026-03-312026-05-05

Sponsored

UHAL.B U HAUL HOLDING COMPANY80.7K shares30.04%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.1K shares3.78%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F67.6K shares-2.13%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO10.8K shares-7.09%2026-03-312026-05-05

SCHP SCHWAB STRATEGIC TR118.3K shares9.07%2026-03-312026-05-05

NVDA NVIDIA CORPORATION18.0K shares-1.66%2026-03-312026-05-05

FPI FARMLAND PARTNERS INC269.4K shares5.67%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC59.3K shares4.47%2026-03-312026-05-05

Sponsored

ISTB ISHARES TR53.8K shares6.43%2026-03-312026-05-05

MBLY MOBILEYE GLOBAL INC368.8K shares56.73%2026-03-312026-05-05

SPSM SPDR SERIES TRUST51.8K shares-1.09%2026-03-312026-05-05

DIS DISNEY WALT CO26.0K shares4.56%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR27.1K shares-61.49%2026-03-312026-05-05

SAM BOSTON BEER INC9.9K shares3.53%2026-03-312026-05-05

KR KROGER CO30.4K shares0.70%2026-03-312026-05-05

CVS CVS HEALTH CORP29.5K shares4.46%2026-03-312026-05-05

Sponsored

SPG SIMON PPTY GROUP INC NEW11.4K shares5.10%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC7.5K shares10.98%2026-03-312026-05-05

GILD GILEAD SCIENCES INC13.6K shares16.18%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR60.1K shares-1.95%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC7.8K shares-3.16%2026-03-312026-05-05

FSLR FIRST SOLAR INC8.5K shares3.83%2026-03-312026-05-05

SGOV ISHARES TR16.5K sharesnew addition2026-03-312026-05-05

GNTX GENTEX CORP71.8K shares6.58%2026-03-312026-05-05

Sponsored

ICSH ISHARES TR31.0K shares-0.79%2026-03-312026-05-05

MARB FIRST TR EXCH TRADED FD III74.7K shares8.96%2026-03-312026-05-05

PFE PFIZER INC54.4K shares10.52%2026-03-312026-05-05

USMV ISHARES TR15.6K shares-8.17%2026-03-312026-05-05

PSEP INNOVATOR ETFS TRUST33.5K shares0.00%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR46.1K shares-2.69%2026-03-312026-05-05

CHKP CHECK POINT SOFTWARE TECH LT9.5K shares5.34%2026-03-312026-05-05

IWY ISHARES TR5.3K shares0.06%2026-03-312026-05-05

Sponsored

MAYW AIM ETF PRODUCTS TRUST38.0K shares0.00%2026-03-312026-05-05

PMAY INNOVATOR ETFS TRUST32.0K shares0.00%2026-03-312026-05-05

AMZN AMAZON COM INC6.1K shares-6.73%2026-03-312026-05-05

PAUG INNOVATOR ETFS TRUST29.8K shares0.00%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS17.2K shares9.64%2026-03-312026-05-05

ALPHABET INC ALPHABET INC4.3K shares0.49%2026-03-312026-05-05

DEO DIAGEO PLC15.5K shares9.27%2026-03-312026-05-05

SMMU PIMCO ETF TR22.2K shares-0.94%2026-03-312026-05-05

Sponsored

BJUL INNOVATOR ETFS TRUST21.4K shares-0.47%2026-03-312026-05-05

CPSM CALAMOS ETF TR35.6K shares0.00%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F17.5K shares-9.93%2026-03-312026-05-05

JMUB J P MORGAN EXCHANGE TRADED F19.2K shares0.46%2026-03-312026-05-05

KJAN INNOVATOR ETFS TRUST22.5K shares0.00%2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II38.3K sharesnew addition2026-03-312026-05-05

FRME FIRST MERCHANTS CORP22.7K shares0.03%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T1.2K shares3.95%2026-03-312026-05-05

Sponsored

SEPW AIM ETF PRODUCTS TRUST25.0K shares0.00%2026-03-312026-05-05

PFEB INNOVATOR ETFS TRUST19.7K shares0.00%2026-03-312026-05-05

SPYV SPDR SERIES TRUST13.8K shares0.04%2026-03-312026-05-05

VTI VANGUARD INDEX FDS2.4K shares-6.51%2026-03-312026-05-05

META META PLATFORMS INC1.4K shares-2.67%2026-03-312026-05-05

SYSB ISHARES TR8.1K shares11.45%2026-03-312026-05-05

SIXJ AIM ETF PRODUCTS TRUST21.3K shares0.00%2026-03-312026-05-05

D DOMINION ENERGY INC11.4K shares-2.79%2026-03-312026-05-05

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.4K shares0.19%2026-03-312026-05-05

GOCT FIRST TR EXCHNG TRADED FD VI17.5K shares0.00%2026-03-312026-05-05

MBIN MERCHANTS BANCORP IND15.5K shares0.00%2026-03-312026-05-05

ICVT ISHARES TR6.5K shares-4.03%2026-03-312026-05-05

SIVR ABRDN SILVER ETF TRUST9.0K shares5.53%2026-03-312026-05-05

VGT VANGUARD WORLD FD927 shares0.00%2026-03-312026-05-05

SIZE ISHARES TR4.0K shares0.00%2026-03-312026-05-05

IVW ISHARES TR5.6K shares5.29%2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC1.9K shares0.95%2026-03-312026-05-05

OEF ISHARES TR1.8K shares15.49%2026-03-312026-05-05

POCT INNOVATOR ETFS TRUST13.6K shares0.00%2026-03-312026-05-05

COWZ PACER FDS TR8.5K shares-1.05%2026-03-312026-05-05

CVX CHEVRON CORPORATION2.5K shares-2.25%2026-03-312026-05-05

FNDB SCHWAB STRATEGIC TR19.2K shares73.85%2026-03-312026-05-05

FAUG FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2026-03-312026-05-05

IEFA ISHARES TR5.7K shares0.00%2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP1.3K shares-7.47%2026-03-312026-05-05

BSEP INNOVATOR ETFS TRUST10.0K shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC3.1K shares-13.74%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC3.2K shares0.00%2026-03-312026-05-05

AOA ISHARES TR4.8K shares3.87%2026-03-312026-05-05

PJUN INNOVATOR ETFS TRUST10.0K shares0.00%2026-03-312026-05-05

HELO J P MORGAN EXCHANGE TRADED F6.5K shares0.11%2026-03-312026-05-05

SUB ISHARES TR3.8K shares0.10%2026-03-312026-05-05

Sponsored

PG PROCTER & GAMBLE CO2.8K shares0.47%2026-03-312026-05-05

JSCP J P MORGAN EXCHANGE TRADED F8.3K shares-22.85%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION388 shares0.26%2026-03-312026-05-05

TPLC TIMOTHY PLAN8.3K shares0.00%2026-03-312026-05-05

DON WISDOMTREE TR7.3K shares-8.47%2026-03-312026-05-05

VHT VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-05-05

OCTW AIM ETF PRODUCTS TRUST9.7K shares0.00%2026-03-312026-05-05

BJAN INNOVATOR ETFS TRUST6.9K shares0.00%2026-03-312026-05-05

Sponsored

MAXJ ISHARES TR13.0K shares0.00%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F7.1K shares-9.81%2026-03-312026-05-05

IWD ISHARES TR1.6K shares0.92%2026-03-312026-05-05

PBJL PGIM ROCK ETF TR11.7K shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP1.1K shares0.63%2026-03-312026-05-05

MARW AIM ETF PRODUCTS TRUST10.1K shares0.00%2026-03-312026-05-05

IWP ISHARES TR2.7K shares0.00%2026-03-312026-05-05

VLUE ISHARES TR2.4K shares0.42%2026-03-312026-05-05

Sponsored

MGC VANGUARD WORLD FD1.4K shares-96.19%2026-03-312026-05-05

IWM ISHARES TR1.4K shares2.17%2026-03-312026-05-05

IWS ISHARES TR2.3K shares0.04%2026-03-312026-05-05

NEE NEXTERA ENERGY INC3.6K shares3.55%2026-03-312026-05-05

SPYM SPDR SERIES TRUST4.3K shares2.51%2026-03-312026-05-05

IJH ISHARES TR4.8K shares5.16%2026-03-312026-05-05

PAPR INNOVATOR ETFS TRUST8.2K shares0.00%2026-03-312026-05-05

KO COCA COLA CO4.2K shares0.26%2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON1.3K shares0.85%2026-03-312026-05-05

T AT&T INC10.9K shares3.32%2026-03-312026-05-05

EFAV ISHARES TR3.4K shares-1.69%2026-03-312026-05-05

TSLA TESLA INC821 shares0.98%2026-03-312026-05-05

GJAN FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2026-03-312026-05-05

MEAR ISHARES U S ETF TR5.9K shares0.43%2026-03-312026-05-05

DIVI FRANKLIN TEMPLETON ETF TR7.3K shares-3.76%2026-03-312026-05-05

PBDE PGIM ROCK ETF TR9.9K shares-2.82%2026-03-312026-05-05

Sponsored

IJAN INNOVATOR ETFS TRUST7.9K shares0.00%2026-03-312026-05-05

PEP PEPSICO INC1.8K shares-1.30%2026-03-312026-05-05

HSY HERSHEY CO1.4K shares0.67%2026-03-312026-05-05

TFI SPDR SERIES TRUST6.2K sharesnew addition2026-03-312026-05-05

AL AIR LEASE CORP4.2K shares-47.23%2026-03-312026-05-05

TLT ISHARES TR3.0K shares-50.24%2026-03-312026-05-05

NKE NIKE INC5.0K shares6.44%2026-03-312026-05-05

SLYV SPDR SERIES TRUST2.8K shares0.44%2026-03-312026-05-05

Sponsored

MCK MCKESSON CORP300 shares0.00%2026-03-312026-05-05

OCTU AIM ETF PRODUCTS TRUST9.2K shares0.00%2026-03-312026-05-05

GSEP FIRST TR EXCHNG TRADED FD VI6.6K shares0.00%2026-03-312026-05-05

WMT WALMART INC2.0K shares-0.39%2026-03-312026-05-05

IJR ISHARES TR2.0K shares4.42%2026-03-312026-05-05

PDEC INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-05-05

KJUL INNOVATOR ETFS TRUST7.6K shares0.00%2026-03-312026-05-05

IXN ISHARES TR2.4K shares-15.22%2026-03-312026-05-05

Sponsored

ITA ISHARES TR1.0K shares-92.21%2026-03-312026-05-05

IVOG VANGUARD ADMIRAL FDS INC1.8K shares0.00%2026-03-312026-05-05

SRE SEMPRA2.2K sharesnew addition2026-03-312026-05-05

ICOW PACER FDS TR5.0K sharesnew addition2026-03-312026-05-05

JULW AIM ETF PRODUCTS TRUST5.5K shares0.00%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC2.9K shares0.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR3.4K sharesnew addition2026-03-312026-05-05

AMGN AMGEN INC587 shares-5.93%2026-03-312026-05-05

Sponsored

IBRX IMMUNITYBIO INC17.0K sharesnew addition2026-03-312026-05-05

BLNK BLINK CHARGING CO10.0K shares0.00%2026-03-312026-05-05

ITOT

ISHARES TR

11.62%

Shares125.6K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-1.68%

Shares26.8K

Event2026-03-31

Filed2026-05-05

JAVA

J P MORGAN EXCHANGE TRADED F

-0.75%

Shares208.7K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-1.48%

Shares23.6K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

-6.39%

Shares217.9K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

2.94%

Shares28.3K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-0.76%

Shares53.7K

Event2026-03-31

Filed2026-05-05

CORO

BLACKROCK ETF TRUST

New

Shares313.3K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

4.42%

Shares47.8K

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

2.68%

Shares88.4K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

-35.89%

Shares110.3K

Event2026-03-31

Filed2026-05-05

FMB

FIRST TR EXCH TRADED FD III

13.36%

Shares138.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

0.91%

Shares10.9K

Event2026-03-31

Filed2026-05-05

MTUM

ISHARES TR

2.15%

Shares26.2K

Event2026-03-31

Filed2026-05-05

TLH

ISHARES TR

1.97%

Shares61.5K

Event2026-03-31

Filed2026-05-05

GOVT

ISHARES TR

1631.02%

Shares269.7K

Event2026-03-31

Filed2026-05-05

DHIL

DIAMOND HILL INVT GROUP INC

-0.55%

Shares33.6K

Event2026-03-31

Filed2026-05-05

PJAN

INNOVATOR ETFS TRUST

0.00%

Shares122.5K

Event2026-03-31

Filed2026-05-05

TAXX

BONDBLOXX ETF TRUST

6.75%

Shares107.9K

Event2026-03-31

Filed2026-05-05

THRO

BLACKROCK ETF TRUST

3.49%

Shares150.2K

Event2026-03-31

Filed2026-05-05

SBSW

SIBANYE STILLWATER LTD

-12.76%

Shares428.7K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

1.83%

Shares7.4K

Event2026-03-31

Filed2026-05-05

BNDX

VANGUARD CHARLOTTE FDS

4.53%

Shares103.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.99%

Shares19.1K

Event2026-03-31

Filed2026-05-05

BLCR

BLACKROCK ETF TRUST

New

Shares115.5K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

13.94%

Shares91.5K

Event2026-03-31

Filed2026-05-05

JANW

AIM ETF PRODUCTS TRUST

0.00%

Shares124.4K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-0.43%

Shares4.9K

Event2026-03-31

Filed2026-05-05

PHILIP MORRIS INTL INC

3.19%

Shares27.1K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-2.96%

Shares41.9K

Event2026-03-31

Filed2026-05-05

HII

HUNTINGTON INGALLS INDS INC

5.62%

Shares11.1K

Event2026-03-31

Filed2026-05-05

IDEF

BLACKROCK ETF TRUST

New

Shares127.6K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-5.18%

Shares64.0K

Event2026-03-31

Filed2026-05-05

CTRA

COTERRA ENERGY INC

6.02%

Shares109.7K

Event2026-03-31

Filed2026-05-05

FIXD

FIRST TR EXCHNG TRADED FD VI

8.47%

Shares88.2K

Event2026-03-31

Filed2026-05-05

JMST

J P MORGAN EXCHANGE TRADED F

1.01%

Shares74.4K

Event2026-03-31

Filed2026-05-05

TXXI

BONDBLOXX ETF TRUST

11.90%

Shares75.5K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

-34.46%

Shares71.8K

Event2026-03-31

Filed2026-05-05

LOVE

LOVESAC COMPANY

4.10%

Shares251.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-3.43%

Shares12.7K

Event2026-03-31

Filed2026-05-05

UHAL.B

U HAUL HOLDING COMPANY

30.04%

Shares80.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

3.78%

Shares7.1K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

-2.13%

Shares67.6K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-7.09%

Shares10.8K

Event2026-03-31

Filed2026-05-05

SCHP

SCHWAB STRATEGIC TR

9.07%

Shares118.3K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-1.66%

Shares18.0K

Event2026-03-31

Filed2026-05-05

FPI

FARMLAND PARTNERS INC

5.67%

Shares269.4K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

4.47%

Shares59.3K

Event2026-03-31

Filed2026-05-05

ISTB

ISHARES TR

6.43%

Shares53.8K

Event2026-03-31

Filed2026-05-05

MBLY

MOBILEYE GLOBAL INC

56.73%

Shares368.8K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

-1.09%

Shares51.8K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

4.56%

Shares26.0K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-61.49%

Shares27.1K

Event2026-03-31

Filed2026-05-05

SAM

BOSTON BEER INC

3.53%

Shares9.9K

Event2026-03-31

Filed2026-05-05

KROGER CO

0.70%

Shares30.4K

Event2026-03-31

Filed2026-05-05

CVS

CVS HEALTH CORP

4.46%

Shares29.5K

Event2026-03-31

Filed2026-05-05

SPG

SIMON PPTY GROUP INC NEW

5.10%

Shares11.4K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

10.98%

Shares7.5K

Event2026-03-31

Filed2026-05-05

GILD

GILEAD SCIENCES INC

16.18%

Shares13.6K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-1.95%

Shares60.1K

Event2026-03-31

Filed2026-05-05

HWM

HOWMET AEROSPACE INC

-3.16%

Shares7.8K

Event2026-03-31

Filed2026-05-05

FSLR

FIRST SOLAR INC

3.83%

Shares8.5K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

New

Shares16.5K

Event2026-03-31

Filed2026-05-05

GNTX

GENTEX CORP

6.58%

Shares71.8K

Event2026-03-31

Filed2026-05-05

ICSH

ISHARES TR

-0.79%

Shares31.0K

Event2026-03-31

Filed2026-05-05

MARB

FIRST TR EXCH TRADED FD III

8.96%

Shares74.7K

Event2026-03-31

Filed2026-05-05

PFE

PFIZER INC

10.52%

Shares54.4K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

-8.17%

Shares15.6K

Event2026-03-31

Filed2026-05-05

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares33.5K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

-2.69%

Shares46.1K

Event2026-03-31

Filed2026-05-05

CHKP

CHECK POINT SOFTWARE TECH LT

5.34%

Shares9.5K

Event2026-03-31

Filed2026-05-05

IWY

ISHARES TR

0.06%

Shares5.3K

Event2026-03-31

Filed2026-05-05

MAYW

AIM ETF PRODUCTS TRUST

0.00%

Shares38.0K

Event2026-03-31

Filed2026-05-05

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares32.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-6.73%

Shares6.1K

Event2026-03-31

Filed2026-05-05

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

9.64%

Shares17.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.49%

Shares4.3K

Event2026-03-31

Filed2026-05-05

DEO

DIAGEO PLC

9.27%

Shares15.5K

Event2026-03-31

Filed2026-05-05

SMMU

PIMCO ETF TR

-0.94%

Shares22.2K

Event2026-03-31

Filed2026-05-05

BJUL

INNOVATOR ETFS TRUST

-0.47%

Shares21.4K

Event2026-03-31

Filed2026-05-05

CPSM

CALAMOS ETF TR

0.00%

Shares35.6K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

-9.93%

Shares17.5K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

0.46%

Shares19.2K

Event2026-03-31

Filed2026-05-05

KJAN

INNOVATOR ETFS TRUST

0.00%

Shares22.5K

Event2026-03-31

Filed2026-05-05

PZA

INVESCO EXCH TRADED FD TR II

New

Shares38.3K

Event2026-03-31

Filed2026-05-05

FRME

FIRST MERCHANTS CORP

0.03%

Shares22.7K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

3.95%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SEPW

AIM ETF PRODUCTS TRUST

0.00%

Shares25.0K

Event2026-03-31

Filed2026-05-05

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

0.04%

Shares13.8K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-6.51%

Shares2.4K

Event2026-03-31

Filed2026-05-05