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The Analysis of BCS Wealth Management's Holdings & P&L

Currently, BCS Wealth Management holds 248 types of securities in its portfolio with a total value $489.9M. In the most recent quarter, they have increased their positions in VSS (+3.9K shares, valued at $574.4K), DLS (+6.5K shares, valued at $529.6K), DIEM (+12.7K shares, valued at $449.3K); decreased their positions in N/A (-70.7K shares, valued at $42.3M), SCHX (-666.4K shares, valued at $17.1M), SCHF (-645.6K shares, valued at $16.0M); initiated new positions in VSS (+3.9K shares, valued at $574.4K), DLS (+6.5K shares, valued at $529.6K), DIEM (+12.7K shares, valued at $449.3K).

1M P&L

+7.8M+1.75%

3M P&L

-27.1M-5.67%

HY P&L

-3.1M-0.69%

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/A355.9M

83.7%

2Household & Personal Products16.2M

3.8%

3Gold5.3M

1.2%

Top Industries by Stock Count

1N/A165 stocks

70.5%

2Drug Manufacturers - General7 stocks

3.0%

3Utilities - Regulated Electric3 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS81.1K shares-46.59%2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR678.4K shares-49.55%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR666.3K shares-49.21%2026-03-312026-04-17

PG PROCTER & GAMBLE CO95.7K shares-50.30%2026-03-312026-04-17

AGG ISHARES TR131.9K shares-46.57%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS147.1K shares-48.94%2026-03-312026-04-17

SPYG SPDR SERIES TRUST118.6K shares-46.22%2026-03-312026-04-17

SPYV SPDR SERIES TRUST197.3K shares-45.58%2026-03-312026-04-17

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD532.8K shares-51.48%2026-03-312026-04-17

BSCX INVESCO EXCH TRD SLF IDX FD432.8K shares-50.49%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS90.8K shares-43.71%2026-03-312026-04-17

BSCR INVESCO EXCH TRD SLF IDX FD390.8K shares-51.16%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR269.9K shares-42.53%2026-03-312026-04-17

BOND PIMCO ETF TR76.9K shares-42.74%2026-03-312026-04-17

BSCY INVESCO EXCH TRD SLF IDX FD339.1K shares-49.10%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR224.0K shares-51.61%2026-03-312026-04-17

Sponsored

BSCS INVESCO EXCH TRD SLF IDX FD333.4K shares-49.67%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS134.1K shares-48.48%2026-03-312026-04-17

VTV VANGUARD INDEX FDS30.3K shares-48.09%2026-03-312026-04-17

BSMY INVESCO EXCH TRD SLF IDX FD231.5K shares-36.62%2026-03-312026-04-17

VUG VANGUARD INDEX FDS12.6K shares-49.34%2026-03-312026-04-17

BSCT INVESCO EXCH TRD SLF IDX FD284.0K shares-48.04%2026-03-312026-04-17

RGLD ROYAL GOLD INC20.7K shares-49.91%2026-03-312026-04-17

BSCW INVESCO EXCH TRD SLF IDX FD246.0K shares-50.22%2026-03-312026-04-17

Sponsored

SCHA SCHWAB STRATEGIC TR173.3K shares-51.79%2026-03-312026-04-17

BSCV INVESCO EXCH TRD SLF IDX FD305.5K shares-50.80%2026-03-312026-04-17

MUNI PIMCO ETF TR94.6K shares-46.87%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR100.1K shares-28.66%2026-03-312026-04-17

COWZ PACER FDS TR76.6K shares-50.30%2026-03-312026-04-17

AAPL APPLE INC18.6K shares-50.46%2026-03-312026-04-17

BSCU INVESCO EXCH TRD SLF IDX FD279.3K shares-49.66%2026-03-312026-04-17

VTI VANGUARD INDEX FDS14.6K shares-38.03%2026-03-312026-04-17

Sponsored

PFEB INNOVATOR ETFS TRUST114.5K shares-52.19%2026-03-312026-04-17

VXF VANGUARD INDEX FDS18.6K shares-43.49%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR6.6K shares-51.73%2026-03-312026-04-17

NVDA NVIDIA CORPORATION19.9K shares-50.45%2026-03-312026-04-17

VIOO VANGUARD ADMIRAL FDS INC29.4K shares-43.81%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II12.6K shares-47.65%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR118.3K shares-56.16%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T4.5K shares-48.41%2026-03-312026-04-17

Sponsored

SCHC SCHWAB STRATEGIC TR61.8K shares-50.98%2026-03-312026-04-17

FLRN SPDR SERIES TRUST92.9K shares-51.22%2026-03-312026-04-17

NOBL PROSHARES TR26.4K shares-52.18%2026-03-312026-04-17

PMAR INNOVATOR ETFS TRUST56.8K shares-50.60%2026-03-312026-04-17

IEMG ISHARES INC36.2K shares-54.42%2026-03-312026-04-17

BSCZ INVESCO EXCH TRD SLF IDX FD121.7K shares-47.40%2026-03-312026-04-17

MSFT MICROSOFT CORP6.5K shares-58.55%2026-03-312026-04-17

PAUG INNOVATOR ETFS TRUST55.4K shares-51.63%2026-03-312026-04-17

Sponsored

FNDC SCHWAB STRATEGIC TR49.5K shares-37.76%2026-03-312026-04-17

PDEC INNOVATOR ETFS TRUST52.0K shares-50.44%2026-03-312026-04-17

AMZN AMAZON COM INC10.6K shares-49.33%2026-03-312026-04-17

VB VANGUARD INDEX FDS8.3K shares-49.15%2026-03-312026-04-17

PJUL INNOVATOR ETFS TRUST46.2K shares-51.62%2026-03-312026-04-17

CALF PACER FDS TR45.1K shares-53.83%2026-03-312026-04-17

SCHV SCHWAB STRATEGIC TR64.3K shares-51.25%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC16.0K shares-50.04%2026-03-312026-04-17

Sponsored

MINO PIMCO ETF TR41.6K shares-49.87%2026-03-312026-04-17

FNDE SCHWAB STRATEGIC TR48.9K shares-34.19%2026-03-312026-04-17

IUSG ISHARES TR12.0K shares-50.00%2026-03-312026-04-17

PAPR INNOVATOR ETFS TRUST46.0K shares-51.03%2026-03-312026-04-17

DBEF DBX ETF TR36.5K shares-52.42%2026-03-312026-04-17

PUTNAM ETF TRUST PUTNAM ETF TRUST225.8K shares-50.00%2026-03-312026-04-17

SCHM SCHWAB STRATEGIC TR56.7K shares-49.77%2026-03-312026-04-17

VXUS VANGUARD STAR FDS21.9K shares-50.19%2026-03-312026-04-17

Sponsored

LLY ELI LILLY & CO1.8K shares-49.86%2026-03-312026-04-17

FNDA SCHWAB STRATEGIC TR50.8K shares-39.18%2026-03-312026-04-17

ALPHABET INC ALPHABET INC5.6K shares-50.29%2026-03-312026-04-17

GCOW PACER FDS TR34.3K shares-48.69%2026-03-312026-04-17

XOM EXXON MOBIL CORP9.2K shares-49.49%2026-03-312026-04-17

MMIN NEW YORK LIFE INVTS ACTIVE E65.7K shares-45.27%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-49.38%2026-03-312026-04-17

POCT INNOVATOR ETFS TRUST35.7K shares-50.16%2026-03-312026-04-17

Sponsored

PNOV INNOVATOR ETFS TRUST37.0K shares-50.17%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F27.4K shares-46.32%2026-03-312026-04-17

CAT CATERPILLAR INC2.0K shares-50.27%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T18.7K shares-37.69%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR47.9K shares-48.69%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP1.6K shares-50.06%2026-03-312026-04-17

SCHZ SCHWAB STRATEGIC TR58.4K shares-48.16%2026-03-312026-04-17

KMB KIMBERLY-CLARK CORP13.7K shares-50.00%2026-03-312026-04-17

Sponsored

QDPL PACER FDS TR32.4K shares-44.00%2026-03-312026-04-17

VHT VANGUARD WORLD FD4.7K shares-50.00%2026-03-312026-04-17

BDEC INNOVATOR ETFS TRUST26.7K shares-51.22%2026-03-312026-04-17

PJUN INNOVATOR ETFS TRUST29.9K shares-49.76%2026-03-312026-04-17

PJAN INNOVATOR ETFS TRUST26.8K shares-50.27%2026-03-312026-04-17

SCHE SCHWAB STRATEGIC TR37.2K shares-51.91%2026-03-312026-04-17

IVV ISHARES TR1.9K shares-68.50%2026-03-312026-04-17

SHW SHERWIN WILLIAMS CO3.8K shares-50.01%2026-03-312026-04-17

Sponsored

SPMD SPDR SERIES TRUST20.0K shares-44.03%2026-03-312026-04-17

TFC TRUIST FINL CORP24.1K shares-49.75%2026-03-312026-04-17

T AT&T INC37.9K shares-51.92%2026-03-312026-04-17

CL COLGATE PALMOLIVE CO12.8K shares-50.00%2026-03-312026-04-17

ALPHABET INC ALPHABET INC3.8K shares-53.17%2026-03-312026-04-17

NAPR INNOVATOR ETFS TRUST19.6K shares-50.35%2026-03-312026-04-17

PSEP INNOVATOR ETFS TRUST24.3K shares-50.01%2026-03-312026-04-17

BALT INNOVATOR ETFS TRUST31.1K shares-51.28%2026-03-312026-04-17

Sponsored

IWP ISHARES TR8.1K shares-50.00%2026-03-312026-04-17

BJUN INNOVATOR ETFS TRUST22.4K shares-50.00%2026-03-312026-04-17

PHYS SPROTT ASSET MANAGEMENT LP27.8K shares-50.06%2026-03-312026-04-17

MOAT VANECK ETF TRUST10.2K shares-61.60%2026-03-312026-04-17

CVX CHEVRON CORPORATION4.8K shares-51.82%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.3K shares-49.99%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS12.7K shares-30.61%2026-03-312026-04-17

NEOS ETF TRUST NEOS ETF TRUST19.1K shares31.69%2026-03-312026-04-17

Sponsored

IOO ISHARES TR7.7K shares-50.00%2026-03-312026-04-17

MCD MCDONALDS CORP2.9K shares-50.05%2026-03-312026-04-17

VBK VANGUARD INDEX FDS2.9K shares-50.64%2026-03-312026-04-17

NEE NEXTERA ENERGY INC9.5K shares-46.93%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO3.0K shares-50.38%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON3.5K shares-50.62%2026-03-312026-04-17

BJUL INNOVATOR ETFS TRUST17.2K shares-50.34%2026-03-312026-04-17

TOTL SSGA ACTIVE ETF TR21.3K shares-44.97%2026-03-312026-04-17

Sponsored

IJUL INNOVATOR ETFS TRUST25.1K shares-51.26%2026-03-312026-04-17

WMT WALMART INC6.8K shares-53.06%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP1.4K shares-50.00%2026-03-312026-04-17

BAUG INNOVATOR ETFS TRUST16.7K shares-50.30%2026-03-312026-04-17

ITOT ISHARES TR5.7K shares-50.00%2026-03-312026-04-17

RTX RTX CORPORATION4.2K shares-48.55%2026-03-312026-04-17

VBR VANGUARD INDEX FDS3.5K shares-51.02%2026-03-312026-04-17

SHM SPDR SERIES TRUST16.0K shares-42.94%2026-03-312026-04-17

Sponsored

IAPR INNOVATOR ETFS TRUST23.9K shares-54.28%2026-03-312026-04-17

IYJ ISHARES TR5.1K shares-50.00%2026-03-312026-04-17

PFE PFIZER INC26.7K shares-50.00%2026-03-312026-04-17

KO COCA COLA CO9.8K shares-52.06%2026-03-312026-04-17

ARLP ALLIANCE RESOURCE PARTNERS L26.6K shares-48.99%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS3.4K shares-46.76%2026-03-312026-04-17

IJH ISHARES TR10.6K shares-49.33%2026-03-312026-04-17

NFLX NETFLIX INC.7.3K shares-50.00%2026-03-312026-04-17

Sponsored

TSLA TESLA INC1.9K shares-47.95%2026-03-312026-04-17

SO SOUTHERN CO7.1K shares-50.06%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.4K shares-49.84%2026-03-312026-04-17

ABBV ABBVIE INC3.0K shares-48.31%2026-03-312026-04-17

BFEB INNOVATOR ETFS TRUST13.7K shares-49.95%2026-03-312026-04-17

PMAY INNOVATOR ETFS TRUST16.3K shares-50.18%2026-03-312026-04-17

SPYI NEOS ETF TRUST12.8K shares-35.95%2026-03-312026-04-17

IYK ISHARES TR9.0K shares-50.00%2026-03-312026-04-17

Sponsored

UAPR INNOVATOR ETFS TRUST18.9K shares-50.00%2026-03-312026-04-17

VOT VANGUARD INDEX FDS2.4K shares-50.00%2026-03-312026-04-17

SCHO SCHWAB STRATEGIC TR25.2K shares-49.98%2026-03-312026-04-17

PID INVESCO EXCHANGE TRADED FD T27.3K shares-50.00%2026-03-312026-04-17

MMIT NEW YORK LIFE INVTS ACTIVE E24.9K shares-48.58%2026-03-312026-04-17

ANGL VANECK ETF TRUST20.6K shares-50.00%2026-03-312026-04-17

FTEC FIDELITY COVINGTON TRUST2.8K shares-50.00%2026-03-312026-04-17

AMAT APPLIED MATLS INC1.7K shares-49.94%2026-03-312026-04-17

Sponsored

MAR MARRIOTT INTL INC NEW1.8K shares-51.11%2026-03-312026-04-17

UNP UNION PAC CORP2.4K shares-50.85%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F3.9K sharesnew addition2026-03-312026-04-17

META META PLATFORMS INC992 shares-49.23%2026-03-312026-04-17

XLRE SELECT SECTOR SPDR TR13.9K shares-42.09%2026-03-312026-04-17

HD HOME DEPOT INC1.7K shares-50.87%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS6.8K shares-51.54%2026-03-312026-04-17

DLS WISDOMTREE TR6.5K sharesnew addition2026-03-312026-04-17

Sponsored

BROADCOM INC BROADCOM INC1.7K shares-49.31%2026-03-312026-04-17

SPSM SPDR SERIES TRUST10.8K shares-50.00%2026-03-312026-04-17

VOE VANGUARD INDEX FDS2.8K shares-50.00%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC4.0K shares-49.96%2026-03-312026-04-17

V VISA INC1.7K shares-53.56%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION510 shares-57.36%2026-03-312026-04-17

NJUL INNOVATOR ETFS TRUST7.1K shares-50.00%2026-03-312026-04-17

SCHH SCHWAB STRATEGIC TR23.5K shares-53.65%2026-03-312026-04-17

Sponsored

XLK SELECT SECTOR SPDR TR3.7K shares-50.00%2026-03-312026-04-17

GEV GE VERNOVA INC563 shares-50.04%2026-03-312026-04-17

BMAR INNOVATOR ETFS TRUST9.2K shares-56.92%2026-03-312026-04-17

RF REGIONS FINANCIAL CORP NEW18.5K shares-50.05%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares-50.02%2026-03-312026-04-17

BSEP INNOVATOR ETFS TRUST9.9K shares-50.16%2026-03-312026-04-17

BOCT INNOVATOR ETFS TRUST9.5K shares-50.68%2026-03-312026-04-17

KJUL INNOVATOR ETFS TRUST14.1K shares-50.39%2026-03-312026-04-17

Sponsored

DIEM FRANKLIN TEMPLETON ETF TR12.7K sharesnew addition2026-03-312026-04-17

HYMB SPDR SERIES TRUST17.9K shares-40.27%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF11.5K shares-56.80%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS6.9K shares-49.95%2026-03-312026-04-17

IWS ISHARES TR3.0K shares-50.00%2026-03-312026-04-17

IOCT INNOVATOR ETFS TRUST12.4K shares-50.08%2026-03-312026-04-17

UMAR INNOVATOR ETFS TRUST10.7K shares-50.00%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS2.9K shares-44.11%2026-03-312026-04-17

Sponsored

CGHM CAPITAL GRP FIXED INCM ETF T16.4K sharesnew addition2026-03-312026-04-17

MA MASTERCARD INCORPORATED827 shares-50.00%2026-03-312026-04-17

CGSM CAPITAL GRP FIXED INCM ETF T15.7K sharesnew addition2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC1.1K shares-49.56%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares-50.00%2026-03-312026-04-17

BOTZ GLOBAL X FDS12.1K shares-48.12%2026-03-312026-04-17

LOW LOWES COS INC1.7K shares-51.51%2026-03-312026-04-17

DE DEERE & CO692 shares-50.00%2026-03-312026-04-17

Sponsored

UNH UNITEDHEALTH GROUP INC1.4K shares-51.48%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR2.6K shares-39.58%2026-03-312026-04-17

ORC ORCHID IS CAP INC52.9K shares-15.82%2026-03-312026-04-17

VGT VANGUARD WORLD FD527 shares-50.00%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR5.9K shares-48.41%2026-03-312026-04-17

BAC BANK AMERICA CORP7.4K shares-55.18%2026-03-312026-04-17

TOWN TOWNEBANK PORTSMOUTH VA10.6K shares-50.00%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC7.1K shares-53.38%2026-03-312026-04-17

Sponsored

CEF SPROTT ASSET MANAGEMENT LP7.4K shares-50.81%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR3.2K shares-50.00%2026-03-312026-04-17

FDX FEDEX CORP972 shares-49.90%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS4.2K shares-49.46%2026-03-312026-04-17

MGK VANGUARD WORLD FD920 shares-48.66%2026-03-312026-04-17

KAPR INNOVATOR ETFS TRUST9.2K shares-55.90%2026-03-312026-04-17

KOCT INNOVATOR ETFS TRUST9.9K shares-50.00%2026-03-312026-04-17

IAUI NEOS ETF TRUST5.9K shares-50.00%2026-03-312026-04-17

Sponsored

BJAN INNOVATOR ETFS TRUST6.2K shares-47.97%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.3K shares-48.07%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F5.6K shares-45.65%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO5.2K shares-49.99%2026-03-312026-04-17

HDV ISHARES TR2.3K shares-55.95%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F4.2K shares-50.00%2026-03-312026-04-17

M MACYS INC17.3K shares-49.59%2026-03-312026-04-17

IMAR INNOVATOR ETFS TRUST10.4K shares-46.53%2026-03-312026-04-17

Sponsored

BNOV INNOVATOR ETFS TRUST7.0K shares-50.50%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD4.8K shares-50.00%2026-03-312026-04-17

AMGN AMGEN INC843 shares-50.00%2026-03-312026-04-17

IJR ISHARES TR2.4K shares-50.23%2026-03-312026-04-17

FENY FIDELITY COVINGTON TRUST8.6K shares-50.00%2026-03-312026-04-17

BSJQ INVESCO EXCH TRD SLF IDX FD12.5K shares-45.31%2026-03-312026-04-17

NJAN INNOVATOR ETFS TRUST5.4K shares-45.18%2026-03-312026-04-17

INTC INTEL CORP6.4K shares-55.37%2026-03-312026-04-17

Sponsored

SOXX ISHARES TR848 shares-50.06%2026-03-312026-04-17

BSM BLACK STONE MINERALS L P18.3K shares-49.06%2026-03-312026-04-17

MOTI VANECK ETF TRUST8.0K shares-50.00%2026-03-312026-04-17

GLD SPDR GOLD TR637 shares-44.32%2026-03-312026-04-17

CVS CVS HEALTH CORP3.8K shares-50.00%2026-03-312026-04-17

CSX CSX CORP6.4K shares-33.12%2026-03-312026-04-17

XLC SELECT SECTOR SPDR TR2.4K shares-50.00%2026-03-312026-04-17

ALL ALLSTATE CORP1.3K shares-50.00%2026-03-312026-04-17

Sponsored

OXY OCCIDENTAL PETE CORP3.9K shares-49.79%2026-03-312026-04-17

EMN EASTMAN CHEM CO3.3K shares-50.27%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F4.4K shares-42.79%2026-03-312026-04-17

SUB ISHARES TR2.3K shares-50.00%2026-03-312026-04-17

AES AES CORP17.3K shares-50.00%2026-03-312026-04-17

EFV ISHARES TR3.3K shares-79.28%2026-03-312026-04-17

SPHY SPDR SERIES TRUST10.3K shares-45.25%2026-03-312026-04-17

BALL BALL CORP4.1K shares-50.00%2026-03-312026-04-17

Sponsored

ARTY ISHARES TR5.1K shares-50.00%2026-03-312026-04-17

PDI PIMCO DYNAMIC INCOME FD13.9K shares-50.00%2026-03-312026-04-17

PSX PHILLIPS 661.3K shares-50.00%2026-03-312026-04-17

NVS NOVARTIS AG1.5K shares-50.00%2026-03-312026-04-17

CGCP CAPITAL GRP FIXED INCM ETF T10.4K shares-31.30%2026-03-312026-04-17

CSCO CISCO SYS INC3.0K shares-53.50%2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR2.8K shares-50.00%2026-03-312026-04-17

VPU VANGUARD WORLD FD1.1K shares-50.00%2026-03-312026-04-17

Sponsored

GAM GENERAL AMERN INVS CO INC3.9K shares-50.00%2026-03-312026-04-17

SCHR SCHWAB STRATEGIC TR9.1K shares-50.18%2026-03-312026-04-17

WM WASTE MGMT INC DEL977 shares-50.00%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS4.3K shares-50.00%2026-03-312026-04-17

IJAN INNOVATOR ETFS TRUST5.8K shares-52.46%2026-03-312026-04-17

WFC WELLS FARGO & CO2.6K shares-56.28%2026-03-312026-04-17

AUPH AURINIA PHARMACEUTICALS INC12.1K shares-50.00%2026-03-312026-04-17

FSK FS KKR CAP CORP13.3K shares-50.00%2026-03-312026-04-17

Sponsored

VANGUARD INDEX FDS

-46.59%

Shares81.1K

Event2026-03-31

Filed2026-04-17

SCHX

SCHWAB STRATEGIC TR

-49.55%

Shares678.4K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

-49.21%

Shares666.3K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

-50.30%

Shares95.7K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

-46.57%

Shares131.9K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

-48.94%

Shares147.1K

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

-46.22%

Shares118.6K

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

-45.58%

Shares197.3K

Event2026-03-31

Filed2026-04-17

BSCQ

INVESCO EXCH TRD SLF IDX FD

-51.48%

Shares532.8K

Event2026-03-31

Filed2026-04-17

BSCX

INVESCO EXCH TRD SLF IDX FD

-50.49%

Shares432.8K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

-43.71%

Shares90.8K

Event2026-03-31

Filed2026-04-17

BSCR

INVESCO EXCH TRD SLF IDX FD

-51.16%

Shares390.8K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

-42.53%

Shares269.9K

Event2026-03-31

Filed2026-04-17

BOND

PIMCO ETF TR

-42.74%

Shares76.9K

Event2026-03-31

Filed2026-04-17

BSCY

INVESCO EXCH TRD SLF IDX FD

-49.10%

Shares339.1K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-51.61%

Shares224.0K

Event2026-03-31

Filed2026-04-17

BSCS

INVESCO EXCH TRD SLF IDX FD

-49.67%

Shares333.4K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

-48.48%

Shares134.1K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-48.09%

Shares30.3K

Event2026-03-31

Filed2026-04-17

BSMY

INVESCO EXCH TRD SLF IDX FD

-36.62%

Shares231.5K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-49.34%

Shares12.6K

Event2026-03-31

Filed2026-04-17

BSCT

INVESCO EXCH TRD SLF IDX FD

-48.04%

Shares284.0K

Event2026-03-31

Filed2026-04-17

RGLD

ROYAL GOLD INC

-49.91%

Shares20.7K

Event2026-03-31

Filed2026-04-17

BSCW

INVESCO EXCH TRD SLF IDX FD

-50.22%

Shares246.0K

Event2026-03-31

Filed2026-04-17

SCHA

SCHWAB STRATEGIC TR

-51.79%

Shares173.3K

Event2026-03-31

Filed2026-04-17

BSCV

INVESCO EXCH TRD SLF IDX FD

-50.80%

Shares305.5K

Event2026-03-31

Filed2026-04-17

MUNI

PIMCO ETF TR

-46.87%

Shares94.6K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

-28.66%

Shares100.1K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

-50.30%

Shares76.6K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-50.46%

Shares18.6K

Event2026-03-31

Filed2026-04-17

BSCU

INVESCO EXCH TRD SLF IDX FD

-49.66%

Shares279.3K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-38.03%

Shares14.6K

Event2026-03-31

Filed2026-04-17

PFEB

INNOVATOR ETFS TRUST

-52.19%

Shares114.5K

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD INDEX FDS

-43.49%

Shares18.6K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-51.73%

Shares6.6K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-50.45%

Shares19.9K

Event2026-03-31

Filed2026-04-17

VIOO

VANGUARD ADMIRAL FDS INC

-43.81%

Shares29.4K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

-47.65%

Shares12.6K

Event2026-03-31

Filed2026-04-17

SCHB

SCHWAB STRATEGIC TR

-56.16%

Shares118.3K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-48.41%

Shares4.5K

Event2026-03-31

Filed2026-04-17

SCHC

SCHWAB STRATEGIC TR

-50.98%

Shares61.8K

Event2026-03-31

Filed2026-04-17

FLRN

SPDR SERIES TRUST

-51.22%

Shares92.9K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

-52.18%

Shares26.4K

Event2026-03-31

Filed2026-04-17

PMAR

INNOVATOR ETFS TRUST

-50.60%

Shares56.8K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

-54.42%

Shares36.2K

Event2026-03-31

Filed2026-04-17

BSCZ

INVESCO EXCH TRD SLF IDX FD

-47.40%

Shares121.7K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-58.55%

Shares6.5K

Event2026-03-31

Filed2026-04-17

PAUG

INNOVATOR ETFS TRUST

-51.63%

Shares55.4K

Event2026-03-31

Filed2026-04-17

FNDC

SCHWAB STRATEGIC TR

-37.76%

Shares49.5K

Event2026-03-31

Filed2026-04-17

PDEC

INNOVATOR ETFS TRUST

-50.44%

Shares52.0K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-49.33%

Shares10.6K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-49.15%

Shares8.3K

Event2026-03-31

Filed2026-04-17

PJUL

INNOVATOR ETFS TRUST

-51.62%

Shares46.2K

Event2026-03-31

Filed2026-04-17

CALF

PACER FDS TR

-53.83%

Shares45.1K

Event2026-03-31

Filed2026-04-17

SCHV

SCHWAB STRATEGIC TR

-51.25%

Shares64.3K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

-50.04%

Shares16.0K

Event2026-03-31

Filed2026-04-17

MINO

PIMCO ETF TR

-49.87%

Shares41.6K

Event2026-03-31

Filed2026-04-17

FNDE

SCHWAB STRATEGIC TR

-34.19%

Shares48.9K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

-50.00%

Shares12.0K

Event2026-03-31

Filed2026-04-17

PAPR

INNOVATOR ETFS TRUST

-51.03%

Shares46.0K

Event2026-03-31

Filed2026-04-17

DBEF

DBX ETF TR

-52.42%

Shares36.5K

Event2026-03-31

Filed2026-04-17

PUTNAM ETF TRUST

-50.00%

Shares225.8K

Event2026-03-31

Filed2026-04-17

SCHM

SCHWAB STRATEGIC TR

-49.77%

Shares56.7K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

-50.19%

Shares21.9K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-49.86%

Shares1.8K

Event2026-03-31

Filed2026-04-17

FNDA

SCHWAB STRATEGIC TR

-39.18%

Shares50.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-50.29%

Shares5.6K

Event2026-03-31

Filed2026-04-17

GCOW

PACER FDS TR

-48.69%

Shares34.3K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-49.49%

Shares9.2K

Event2026-03-31

Filed2026-04-17

MMIN

NEW YORK LIFE INVTS ACTIVE E

-45.27%

Shares65.7K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-49.38%

Shares3.2K

Event2026-03-31

Filed2026-04-17

POCT

INNOVATOR ETFS TRUST

-50.16%

Shares35.7K

Event2026-03-31

Filed2026-04-17

PNOV

INNOVATOR ETFS TRUST

-50.17%

Shares37.0K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-46.32%

Shares27.4K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

-50.27%

Shares2.0K

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-37.69%

Shares18.7K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

-48.69%

Shares47.9K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP

-50.06%

Shares1.6K

Event2026-03-31

Filed2026-04-17

SCHZ

SCHWAB STRATEGIC TR

-48.16%

Shares58.4K

Event2026-03-31

Filed2026-04-17

KMB

KIMBERLY-CLARK CORP

-50.00%

Shares13.7K

Event2026-03-31

Filed2026-04-17

QDPL

PACER FDS TR

-44.00%

Shares32.4K

Event2026-03-31

Filed2026-04-17

VHT

VANGUARD WORLD FD

-50.00%

Shares4.7K

Event2026-03-31

Filed2026-04-17

BDEC

INNOVATOR ETFS TRUST

-51.22%

Shares26.7K

Event2026-03-31

Filed2026-04-17

PJUN

INNOVATOR ETFS TRUST

-49.76%

Shares29.9K

Event2026-03-31

Filed2026-04-17

PJAN

INNOVATOR ETFS TRUST

-50.27%

Shares26.8K

Event2026-03-31

Filed2026-04-17

SCHE

SCHWAB STRATEGIC TR

-51.91%

Shares37.2K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-68.50%

Shares1.9K

Event2026-03-31

Filed2026-04-17

SHW

SHERWIN WILLIAMS CO

-50.01%

Shares3.8K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

-44.03%

Shares20.0K

Event2026-03-31

Filed2026-04-17

TFC

TRUIST FINL CORP

-49.75%

Shares24.1K

Event2026-03-31

Filed2026-04-17

AT&T INC

-51.92%

Shares37.9K

Event2026-03-31

Filed2026-04-17

COLGATE PALMOLIVE CO

-50.00%

Shares12.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-53.17%

Shares3.8K

Event2026-03-31

Filed2026-04-17

NAPR

INNOVATOR ETFS TRUST

-50.35%

Shares19.6K

Event2026-03-31

Filed2026-04-17

PSEP

INNOVATOR ETFS TRUST

-50.01%

Shares24.3K

Event2026-03-31

Filed2026-04-17

BALT

INNOVATOR ETFS TRUST

-51.28%

Shares31.1K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR

-50.00%

Shares8.1K

Event2026-03-31

Filed2026-04-17

BJUN

INNOVATOR ETFS TRUST

-50.00%

Shares22.4K

Event2026-03-31

Filed2026-04-17

PHYS

SPROTT ASSET MANAGEMENT LP

-50.06%

Shares27.8K

Event2026-03-31

Filed2026-04-17

MOAT

VANECK ETF TRUST

-61.60%

Shares10.2K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-51.82%

Shares4.8K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

-49.99%

Shares7.3K

Event2026-03-31

Filed2026-04-17

BND

VANGUARD BD INDEX FDS

-30.61%

Shares12.7K

Event2026-03-31

Filed2026-04-17

NEOS ETF TRUST

31.69%

Shares19.1K

Event2026-03-31

Filed2026-04-17

IOO

ISHARES TR

-50.00%

Shares7.7K

Event2026-03-31

Filed2026-04-17

MCD

MCDONALDS CORP

-50.05%

Shares2.9K

Event2026-03-31

Filed2026-04-17

VBK

VANGUARD INDEX FDS

-50.64%

Shares2.9K

Event2026-03-31

Filed2026-04-17

NEE

NEXTERA ENERGY INC

-46.93%

Shares9.5K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

-50.38%

Shares3.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-50.62%

Shares3.5K

Event2026-03-31

Filed2026-04-17

BJUL

INNOVATOR ETFS TRUST

-50.34%

Shares17.2K

Event2026-03-31

Filed2026-04-17

TOTL

SSGA ACTIVE ETF TR

-44.97%

Shares21.3K

Event2026-03-31

Filed2026-04-17

IJUL

INNOVATOR ETFS TRUST

-51.26%

Shares25.1K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-53.06%

Shares6.8K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

-50.00%

Shares1.4K

Event2026-03-31

Filed2026-04-17

BAUG

INNOVATOR ETFS TRUST

-50.30%

Shares16.7K

Event2026-03-31

Filed2026-04-17

ITOT

ISHARES TR

-50.00%

Shares5.7K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

-48.55%

Shares4.2K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

-51.02%

Shares3.5K

Event2026-03-31

Filed2026-04-17

SHM

SPDR SERIES TRUST

-42.94%

Shares16.0K

Event2026-03-31

Filed2026-04-17

IAPR

INNOVATOR ETFS TRUST

-54.28%

Shares23.9K

Event2026-03-31

Filed2026-04-17

IYJ

ISHARES TR

-50.00%

Shares5.1K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

-50.00%

Shares26.7K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

-52.06%

Shares9.8K

Event2026-03-31

Filed2026-04-17

ARLP

ALLIANCE RESOURCE PARTNERS L

-48.99%

Shares26.6K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-46.76%

Shares3.4K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-49.33%

Shares10.6K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

-50.00%

Shares7.3K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-47.95%

Shares1.9K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

-50.06%

Shares7.1K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

-49.84%

Shares2.4K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-48.31%

Shares3.0K

Event2026-03-31

Filed2026-04-17

BFEB

INNOVATOR ETFS TRUST

-49.95%

Shares13.7K

Event2026-03-31

Filed2026-04-17

PMAY

INNOVATOR ETFS TRUST

-50.18%

Shares16.3K

Event2026-03-31

Filed2026-04-17

SPYI

NEOS ETF TRUST

-35.95%

Shares12.8K

Event2026-03-31

Filed2026-04-17

IYK

ISHARES TR

-50.00%

Shares9.0K

Event2026-03-31

Filed2026-04-17

UAPR

INNOVATOR ETFS TRUST

-50.00%

Shares18.9K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

-50.00%

Shares2.4K

Event2026-03-31

Filed2026-04-17

SCHO

SCHWAB STRATEGIC TR

-49.98%

Shares25.2K

Event2026-03-31

Filed2026-04-17

PID

INVESCO EXCHANGE TRADED FD T

-50.00%

Shares27.3K

Event2026-03-31

Filed2026-04-17

MMIT

NEW YORK LIFE INVTS ACTIVE E

-48.58%

Shares24.9K

Event2026-03-31

Filed2026-04-17

ANGL

VANECK ETF TRUST

-50.00%

Shares20.6K

Event2026-03-31

Filed2026-04-17

FTEC

FIDELITY COVINGTON TRUST

-50.00%

Shares2.8K

Event2026-03-31

Filed2026-04-17

AMAT

APPLIED MATLS INC

-49.94%

Shares1.7K

Event2026-03-31

Filed2026-04-17

MAR

MARRIOTT INTL INC NEW

-51.11%

Shares1.8K

Event2026-03-31

Filed2026-04-17

UNP

UNION PAC CORP

-50.85%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares3.9K

Event2026-03-31

Filed2026-04-17