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The Analysis of BEACON FINANCIAL GROUP's Holdings & P&L

Currently, BEACON FINANCIAL GROUP holds 348 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in CORO (+357.7K shares, valued at $11.5M), BLCR (+214.5K shares, valued at $8.8M), GOVT (+319.5K shares, valued at $7.3M); decreased their positions in MGC (-59.0K shares, valued at $13.9M), SHY (-78.6K shares, valued at $6.5M), N/A (-56.5K shares, valued at $5.0M); initiated new positions in CORO (+357.7K shares, valued at $11.5M), BLCR (+214.5K shares, valued at $8.8M), GOVT (+319.5K shares, valued at $7.3M).

1M P&L

+10.5M+1.06%

3M P&L

-122.4M-10.87%

HY P&L

-69.8M-6.51%

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/A663.4M

71.9%

2Semiconductors31.0M

3.4%

3Banks - Diversified22.0M

2.4%

Top Industries by Stock Count

1N/A173 stocks

54.1%

2Semiconductors8 stocks

2.5%

3Drug Manufacturers - General7 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND574.7K shares-0.60%2026-03-312026-04-30

VUG VANGUARD GROWTH INDEX FUND ETF SHARES59.9K shares7.20%2026-03-312026-04-30

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES175.7K shares-12.84%2026-03-312026-04-30

IVV ISHARES CORE S&P 500 ETF39.8K shares24.42%2026-03-312026-04-30

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND472.0K shares-3.92%2026-03-312026-04-30

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B48.0K shares1.59%2026-03-312026-04-30

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF249.7K shares-5.13%2026-03-312026-04-30

VTV VANGUARD VALUE INDEX FUND ETF SHARES116.1K shares-9.79%2026-03-312026-04-30

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TFLO ISHARES TREASURY FLOATING RATE BOND ETF449.8K shares0.82%2026-03-312026-04-30

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF369.6K shares-14.22%2026-03-312026-04-30

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND414.4K shares-0.68%2026-03-312026-04-30

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF124.4K shares6.25%2026-03-312026-04-30

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES295.6K shares-22.80%2026-03-312026-04-30

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF231.8K shares-2.16%2026-03-312026-04-30

NVDA NVIDIA CORP89.4K shares-0.80%2026-03-312026-04-30

XOM EXXON MOBIL CORP73.2K shares-2.92%2026-03-312026-04-30

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CORO ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF357.7K sharesnew addition2026-03-312026-04-30

JPM JPMORGAN CHASE & CO38.2K shares-1.24%2026-03-312026-04-30

AAPL APPLE INC43.3K shares-3.07%2026-03-312026-04-30

BAI ISHARES A.I. INNOVATION AND TECH ACTIVE ETF316.8K shares6.32%2026-03-312026-04-30

FQAL FIDELITY QUALITY FACTOR ETF139.8K shares-2.40%2026-03-312026-04-30

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF204.7K shares-1.16%2026-03-312026-04-30

SPTM STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E126.7K shares-0.43%2026-03-312026-04-30

CGGR CAPITAL GROUP GROWTH ETF246.3K shares-18.55%2026-03-312026-04-30

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VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES30.8K shares-0.80%2026-03-312026-04-30

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF40.1K shares5.01%2026-03-312026-04-30

BLCR ISHARES LARGE CAP CORE ACTIVE ETF214.5K sharesnew addition2026-03-312026-04-30

MBB ISHARES MBS ETF91.5K shares7.66%2026-03-312026-04-30

XDEC FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER215.1K shares0.87%2026-03-312026-04-30

THRO ISHARES U.S. THEMATIC ROTATION ACTIVE ETF232.7K shares6.13%2026-03-312026-04-30

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF69.1K shares121.03%2026-03-312026-04-30

TLH ISHARES 10-20 YEAR TREASURY BOND ETF76.4K shares30.84%2026-03-312026-04-30

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VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES35.1K shares-2.46%2026-03-312026-04-30

MSFT MICROSOFT CORP20.1K shares-0.82%2026-03-312026-04-30

GOVT ISHARES U.S. TREASURY BOND ETF319.5K sharesnew addition2026-03-312026-04-30

SHLD GLOBAL X DEFENSE TECH ETF102.5K shares45.19%2026-03-312026-04-30

EATON CORP PLC F EATON CORP PLC F19.9K shares-4.82%2026-03-312026-04-30

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF140.1K sharesnew addition2026-03-312026-04-30

V VISA INC CLASS CLASS A22.5K shares83.92%2026-03-312026-04-30

BROADCOM INC BROADCOM INC21.2K shares92.81%2026-03-312026-04-30

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WFC WELLS FARGO & CO78.7K shares-3.43%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL183.1K shares-6.70%2026-03-312026-04-30

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A21.3K shares2.01%2026-03-312026-04-30

AMZN AMAZON.COM INC28.6K shares-9.66%2026-03-312026-04-30

BNDX VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES117.9K shares12.79%2026-03-312026-04-30

RSG REPUBLIC SVCS INC25.5K shares-4.54%2026-03-312026-04-30

WMT WALMART INC44.5K shares0.94%2026-03-312026-04-30

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF105.5K shares6.17%2026-03-312026-04-30

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LAMR LAMAR ADVERTISING CO NEW REIT42.8K shares-5.37%2026-03-312026-04-30

QUAL ISHARES MSCI USA QUALITY FACTOR ETF28.1K shares0.39%2026-03-312026-04-30

TXN TEXAS INSTRS INC27.6K shares-3.16%2026-03-312026-04-30

JAAA JANUS HENDERSON AAA CLO ETF99.1K sharesnew addition2026-03-312026-04-30

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF48.7K shares290.59%2026-03-312026-04-30

EMLP FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND110.1K shares-3.88%2026-03-312026-04-30

PSX PHILLIPS 6626.0K shares-3.25%2026-03-312026-04-30

BLACKROCK INC NEW BLACKROCK INC NEW4.9K shares-4.58%2026-03-312026-04-30

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WM WASTE MGMT INC DEL20.5K shares-5.00%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW35.9K shares-4.72%2026-03-312026-04-30

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C16.2K shares22.49%2026-03-312026-04-30

MCK MCKESSON CORP5.3K shares-2.38%2026-03-312026-04-30

BALT INNOVATOR DEFINED WEALTH SHIELD ETF134.7K shares-0.07%2026-03-312026-04-30

DON WISDOMTREE U.S. MIDCAP DIVIDEND FUND85.0K shares-2.28%2026-03-312026-04-30

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF42.1K shares27.71%2026-03-312026-04-30

KO THE COCA-COLA CO54.8K shares-3.82%2026-03-312026-04-30

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SFLR INNOVATOR EQUITY MANAGED FLOOR ETF117.0K shares-0.49%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON16.6K shares-1.49%2026-03-312026-04-30

ISHARES GOLD TRUST ISHARES GOLD TRUST44.8K shares-55.82%2026-03-312026-04-30

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF49.3K shares6.25%2026-03-312026-04-30

USFR WISDOMTREE FLOATING RATE TREASURY FUND74.7K shares-6.09%2026-03-312026-04-30

META META PLATFORMS INC CLASS CLASS A6.6K shares0.05%2026-03-312026-04-30

ORCL ORACLE CORP25.2K shares3.98%2026-03-312026-04-30

DFEB FT VEST U.S. EQUITY DEEP BUFFER ETF - FEBRUARY76.9K shares-6.49%2026-03-312026-04-30

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HDV ISHARES CORE HIGH DIVIDEND ETF26.8K shares1120.19%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP5.8K shares-6.09%2026-03-312026-04-30

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF56.4K shares-5.43%2026-03-312026-04-30

APD AIR PRODS & CHEMS INC11.8K shares-8.24%2026-03-312026-04-30

VEA VANGUARD FTSE DEVELOPED MARKETS INDEX FUND ETF SHARES53.2K shares-0.32%2026-03-312026-04-30

CB CHUBB LTD F10.2K sharesnew addition2026-03-312026-04-30

O REALTY INCOME CORP REIT53.9K shares-6.78%2026-03-312026-04-30

AMGN AMGEN INC9.1K shares-3.93%2026-03-312026-04-30

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QCOM QUALCOMM INC24.4K shares-6.91%2026-03-312026-04-30

UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS UNILEVER PLC F SPONSORED ADR 1 ADR REPS 1 ORD SHS55.2K shares2.42%2026-03-312026-04-30

NVS NOVARTIS AG F SPONSORED ADR 1 ADR REPS 1 ORD SHS20.5K shares1.21%2026-03-312026-04-30

FLOT ISHARES FLOATING RATE BOND ETF59.8K shares22.87%2026-03-312026-04-30

SCHW CHARLES SCHWAB CORP32.3K shares0.33%2026-03-312026-04-30

DJAN FT VEST U.S. EQUITY DEEP BUFFER ETF - JANUARY68.7K shares1.10%2026-03-312026-04-30

CSHP ISHARES ENHANCED SHORT-TERM BOND ACTIVE ETF28.8K sharesnew addition2026-03-312026-04-30

UCON FIRST TRUST SMITH UNCONSTRAINED PLUS BOND ETF113.1K shares-35.07%2026-03-312026-04-30

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IWB ISHARES RUSSELL 1000 ETF7.8K shares-1.79%2026-03-312026-04-30

PFE PFIZER INC98.8K shares-7.10%2026-03-312026-04-30

EPS WISDOMTREE U.S. LARGECAP FUND38.0K shares-1.52%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.5K shares2.23%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR M F SPONSORED ADR 1 ADR REPS 5 ORD SHS7.6K shares2.52%2026-03-312026-04-30

ADI ANALOG DEVICES INC7.8K shares1.41%2026-03-312026-04-30

SBUX STARBUCKS CORP26.9K shares-5.10%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC14.5K shares0.06%2026-03-312026-04-30

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BSCQ INVESCO BULLETSHARES 2026 CORPORATE BOND ETF122.2K shares4.37%2026-03-312026-04-30

BAC BANK OF AMERICA CORP48.9K shares-2.31%2026-03-312026-04-30

CVX CHEVRON CORP NEW11.3K shares0.86%2026-03-312026-04-30

OKE ONEOK INC NEW25.8K shares2.50%2026-03-312026-04-30

CSCO CISCO SYS INC29.8K shares-9.17%2026-03-312026-04-30

AON PLC F CLASS CLASS A AON PLC F CLASS CLASS A7.2K shares-0.42%2026-03-312026-04-30

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF46.8K shares-3.40%2026-03-312026-04-30

DES WISDOMTREE U.S. SMALLCAP DIVIDEND FUND64.2K shares-3.53%2026-03-312026-04-30

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ABBV ABBVIE INC10.6K shares0.03%2026-03-312026-04-30

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF89.8K shares29.24%2026-03-312026-04-30

BIDD ISHARES INTERNATIONAL DIVIDEND ACTIVE ETF77.3K shares-0.41%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS I42.2K shares-66.09%2026-03-312026-04-30

ESGU ISHARES ESG AWARE MSCI USA ETF14.8K shares1.33%2026-03-312026-04-30

DDEC FT VEST U.S. EQUITY DEEP BUFFER ETF - DECEMBER46.9K shares-54.12%2026-03-312026-04-30

OEF ISHARES S&P 100 ETF6.5K shares-0.29%2026-03-312026-04-30

BK BANK NEW YORK MELLON COR17.3K shares0.96%2026-03-312026-04-30

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AXP AMERICAN EXPRESS CO6.8K shares1.59%2026-03-312026-04-30

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES AND INCOME ET107.1K shares-3.59%2026-03-312026-04-30

MO ALTRIA GROUP INC30.1K shares-58.60%2026-03-312026-04-30

AVUV AVANTIS US SMALL CAP VALUE ETF17.8K shares-0.07%2026-03-312026-04-30

AVUS AVANTIS US EQUITY ETF17.3K shares-0.86%2026-03-312026-04-30

GPC GENUINE PARTS CO18.2K shares-8.20%2026-03-312026-04-30

MA MASTERCARD INC CLASS CLASS A3.8K shares3.26%2026-03-312026-04-30

IWV ISHARES RUSSELL 3000 ETF5.1K shares-0.71%2026-03-312026-04-30

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BALI ISHARES U.S. LARGE CAP PREMIUM INCOME ACTIVE ETF61.3K shares0.70%2026-03-312026-04-30

IWF ISHARES RUSSELL 1000 GROWTH ETF4.4K shares0.27%2026-03-312026-04-30

IBDT ISHARES IBONDS DEC 2028 TERM CORPORATE ETF74.3K shares-0.92%2026-03-312026-04-30

PEP PEPSICO INC12.1K shares1.82%2026-03-312026-04-30

IBDS ISHARES IBONDS DEC 2027 TERM CORPORATE ETF76.9K shares-1.22%2026-03-312026-04-30

IYW ISHARES U.S. TECHNOLOGY ETF10.1K shares-14.41%2026-03-312026-04-30

IBDR ISHARES IBONDS DEC 2026 TERM CORPORATE ETF74.7K shares-3.32%2026-03-312026-04-30

DAR DARLING INGREDIENTS INC29.3K shares0.00%2026-03-312026-04-30

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RTX RTX CORP9.3K shares1.40%2026-03-312026-04-30

IBDU ISHARES IBONDS DEC 2029 TERM CORPORATE ETF76.2K shares3.18%2026-03-312026-04-30

IBDV ISHARES IBONDS DEC 2030 TERM CORPORATE ETF80.2K shares1.13%2026-03-312026-04-30

L LOEWS CORP15.9K shares-0.62%2026-03-312026-04-30

IVLU ISHARES EDGE MSCI INTL VALUE FACTOR ETF42.4K shares0.00%2026-03-312026-04-30

TRV TRAVELERS COS INC5.7K shares-9.12%2026-03-312026-04-30

HD HOME DEPOT INC5.1K shares-6.72%2026-03-312026-04-30

IWD ISHARES RUSSELL 1000 VALUE ETF7.8K shares0.00%2026-03-312026-04-30

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AEM AGNICO EAGLE MINES LTD F7.9K shares-22.98%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC13.0K shares6.15%2026-03-312026-04-30

IBDW ISHARES IBONDS DEC 2031 TERM CORPORATE ETF74.1K shares3.95%2026-03-312026-04-30

BSCR INVESCO BULLETSHARES 2027 CORPORATE BOND ETF79.0K shares2.10%2026-03-312026-04-30

FTCS FIRST TRUST CAPITAL STRENGTH ETF16.6K shares0.00%2026-03-312026-04-30

COP CONOCOPHILLIPS11.4K shares2.09%2026-03-312026-04-30

FNV FRANCO NEV CORP F6.1K shares-2.41%2026-03-312026-04-30

BILS STATE STREET SPDR BLOOMBERG 3-12 MONTH T-BILL ETF15.0K shares7.39%2026-03-312026-04-30

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VO VANGUARD MID-CAP INDEX FUND ETF SHARES5.0K shares0.00%2026-03-312026-04-30

TSLA TESLA INC3.8K shares-4.11%2026-03-312026-04-30

DEM WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND27.9K shares-2.05%2026-03-312026-04-30

FAUG FT VEST U.S. EQUITY BUFFER ETF - AUGUST26.7K shares0.00%2026-03-312026-04-30

UPBD UPBOUND GROUP INC76.0K shares0.10%2026-03-312026-04-30

EFA ISHARES MSCI EAFE ETF14.0K shares0.00%2026-03-312026-04-30

IBDX ISHARES IBONDS DEC 2032 TERM CORPORATE ETF53.4K shares6.07%2026-03-312026-04-30

BSCS INVESCO BULLETSHARES 2028 CORPORATE BOND ETF64.8K shares-3.45%2026-03-312026-04-30

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INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF28.0K shares1.99%2026-03-312026-04-30

VB VANGUARD SMALL-CAP INDEX FUND ETF SHARES4.7K shares0.02%2026-03-312026-04-30

UPS UNITED PARCEL SVC INC CLASS CLASS B12.3K shares-46.94%2026-03-312026-04-30

CTVA CORTEVA INC14.4K shares-26.52%2026-03-312026-04-30

DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND13.1K shares0.43%2026-03-312026-04-30

BKNG BOOKING HLDGS INC278 shares-3.81%2026-03-312026-04-30

IVE ISHARES S&P 500 VALUE ETF5.2K shares-5.59%2026-03-312026-04-30

FPE FIRST TRUST PREFERRED SECURITIES AND INCOME ETF62.1K shares-8.58%2026-03-312026-04-30

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PG PROCTER & GAMBLE CO7.6K shares-1.03%2026-03-312026-04-30

MEDTRONIC PLC F MEDTRONIC PLC F12.2K shares-6.15%2026-03-312026-04-30

NEE NEXTERA ENERGY INC11.4K sharesnew addition2026-03-312026-04-30

LAM RESH CORP LAM RESH CORP4.9K shares-8.31%2026-03-312026-04-30

IGM ISHARES EXPANDED TECH SECTOR ETF8.7K shares-0.15%2026-03-312026-04-30

IVW ISHARES S&P 500 GROWTH ETF9.0K shares-4.37%2026-03-312026-04-30

CMCSA COMCAST CORP NEW CLASS A34.6K shares8.97%2026-03-312026-04-30

EOG EOG RES INC6.9K shares8.24%2026-03-312026-04-30

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CLOA ISHARES AAA CLO ACTIVE ETF18.9K shares3.83%2026-03-312026-04-30

QFLR INNOVATOR NASDAQ-100 MANAGED FLOOR ETF29.3K shares5.25%2026-03-312026-04-30

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF12.0K shares0.00%2026-03-312026-04-30

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.6K shares7.95%2026-03-312026-04-30

NFLX NETFLIX INC9.6K shares9.54%2026-03-312026-04-30

IEV ISHARES EUROPE ETF13.4K shares-0.37%2026-03-312026-04-30

HON HONEYWELL INTL INC4.0K shares-0.35%2026-03-312026-04-30

PSLV SPROTT PHYSICAL SILVER E36.2K shares2.11%2026-03-312026-04-30

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SPY STATE STREET SPDR S&P 500 ETF TRUST1.4K shares0.30%2026-03-312026-04-30

FSEP FT VEST U.S. EQUITY BUFFER ETF - SEPTEMBER17.5K shares-5.60%2026-03-312026-04-30

MS MORGAN STANLEY5.2K shares-3.49%2026-03-312026-04-30

COST COSTCO WHSL CORP NEW843 shares10.63%2026-03-312026-04-30

ABT ABBOTT LABS7.9K shares-6.97%2026-03-312026-04-30

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF18.6K shares-2.71%2026-03-312026-04-30

ENB ENBRIDGE INC F15.0K shares-42.91%2026-03-312026-04-30

SPEM STATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF17.2K shares-0.32%2026-03-312026-04-30

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INVESCO QQQ TR INVESCO QQQ TR1.4K shares1.71%2026-03-312026-04-30

MERCK & CO. INC. MERCK & CO. INC.6.4K shares0.30%2026-03-312026-04-30

DOCT FT VEST U.S. EQUITY DEEP BUFFER ETF - OCTOBER17.6K shares0.00%2026-03-312026-04-30

AMD ADVANCED MICRO DEVIC3.8K shares1.49%2026-03-312026-04-30

KLAC KLA CORP517 shares2.78%2026-03-312026-04-30

PGR PROGRESSIVE CORP OH3.8K shares1.79%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES IN CLASS CLASS A5.1K shares1.86%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC2.2K shares-1.30%2026-03-312026-04-30

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DE DEERE & CO1.3K shares1.56%2026-03-312026-04-30

SHY ISHARES 1-3 YEAR TREASURY BOND ETF8.7K shares-90.07%2026-03-312026-04-30

APP APPLOVIN CORP CLASS CLASS A1.8K shares13.31%2026-03-312026-04-30

EFV ISHARES MSCI EAFE VALUE ETF9.5K shares-22.08%2026-03-312026-04-30

SO SOUTHERN CO7.3K shares0.28%2026-03-312026-04-30

PFFD GLOBAL X U.S. PREFERRED ETF37.8K shares87.61%2026-03-312026-04-30

ORLY O REILLY AUTOMOTIVE INC7.4K shares0.87%2026-03-312026-04-30

EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF11.2K shares0.83%2026-03-312026-04-30

Sponsored

UNH UNITEDHEALTH GROUP INC2.5K shares-2.34%2026-03-312026-04-30

LOW LOWES COS INC2.9K shares3.76%2026-03-312026-04-30

SNY SANOFI F SPONSORED ADR 1 ADR REPS 0.5 ORD SHS14.0K shares3.06%2026-03-312026-04-30

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF11.8K shares0.00%2026-03-312026-04-30

FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF35.2K shares0.00%2026-03-312026-04-30

AMAT APPLIED MATLS INC1.9K shares0.78%2026-03-312026-04-30

CMI CUMMINS INC1.2K shares0.00%2026-03-312026-04-30

CAT CATERPILLAR INC923 shares2.33%2026-03-312026-04-30

Sponsored

IGF ISHARES GLOBAL INFRASTRUCTURE ETF9.7K shares-1.44%2026-03-312026-04-30

AGGY WISDOMTREE YIELD ENHANCED U.S. AGGREGATE BOND FUND14.9K shares1.62%2026-03-312026-04-30

PHYS SPROTT PHYSGLD TRST18.0K shares-0.43%2026-03-312026-04-30

CENCORA INC CLASS SERIES A CENCORA INC CLASS SERIES A2.0K shares-1.65%2026-03-312026-04-30

SYY SYSCO CORP8.9K shares-1.17%2026-03-312026-04-30

IBM IBM CORP2.6K shares-1.33%2026-03-312026-04-30

NEAR ISHARES SHORT DURATION BOND ACTIVE ETF12.3K shares-13.68%2026-03-312026-04-30

SUSL ISHARES ESG MSCI USA LEADERS ETF5.4K shares0.00%2026-03-312026-04-30

Sponsored

LCTU ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF8.8K shares7.12%2026-03-312026-04-30

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF11.7K shares-86.96%2026-03-312026-04-30

TSPA T. ROWE PRICE US EQUITY RESEARCH ETF14.8K shares0.00%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF15.3K shares1.12%2026-03-312026-04-30

LLY ELI LILLY AND CO633 shares0.32%2026-03-312026-04-30

IQV IQVIA HLDGS INC3.4K shares1.74%2026-03-312026-04-30

GNMA ISHARES GNMA BOND ETF12.3K shares0.13%2026-03-312026-04-30

SUSC ISHARES ESG USD CORPORATE BOND ETF23.6K shares5.69%2026-03-312026-04-30

Sponsored

EMR EMERSON ELEC CO4.1K shares-2.03%2026-03-312026-04-30

EFG ISHARES MSCI EAFE GROWTH ETF4.8K shares2.22%2026-03-312026-04-30

DWM WISDOMTREE INTERNATIONAL EQUITY FUND7.7K shares-7.27%2026-03-312026-04-30

AGG ISHARES CORE U.S. AGGREGATE BOND ETF5.3K shares-5.99%2026-03-312026-04-30

DNOV FT VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER10.9K shares0.00%2026-03-312026-04-30

MUB ISHARES NATIONAL MUNI BOND ETF4.9K shares-0.99%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC1.1K shares0.36%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP10.9K sharesnew addition2026-03-312026-04-30

Sponsored

KR KROGER CO6.9K shares-1.40%2026-03-312026-04-30

FIDI FIDELITY INTERNATIONAL HIGH DIVIDEND ETF18.1K shares6.80%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC2.5K shares-1.88%2026-03-312026-04-30

USHY ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF13.1K shares-19.76%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC571 shares0.53%2026-03-312026-04-30

T AT&T INC16.6K shares4.48%2026-03-312026-04-30

ASML ASML HLDG N V F SPONSORED ADR 1 ADR REPS 1 ORD SHS355 shares9.57%2026-03-312026-04-30

AMP AMERIPRISE FINL INC1.0K shares-2.07%2026-03-312026-04-30

Sponsored

GLW CORNING INC3.4K shares4.01%2026-03-312026-04-30

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.4K shares0.00%2026-03-312026-04-30

SCHZ SCHWAB U.S. AGGREGATE BOND ETF19.3K shares0.49%2026-03-312026-04-30

CGUS CAPITAL GROUP CORE EQUITY ETF11.5K shares0.62%2026-03-312026-04-30

BYD BOYD GAMING CORP5.4K shares-6.14%2026-03-312026-04-30

VOE VANGUARD MID-CAP VALUE INDEX FUND ETF SHARES2.4K shares0.00%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP1.6K shares1.11%2026-03-312026-04-30

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF7.8K sharesnew addition2026-03-312026-04-30

Sponsored

RBLX ROBLOX CORP CLASS A7.6K shares1.83%2026-03-312026-04-30

DDWM WISDOMTREE DYNAMIC INTERNATIONAL EQUITY ETF9.7K shares0.00%2026-03-312026-04-30

CCK CROWN HLDGS INC4.2K shares0.00%2026-03-312026-04-30

EMLC VANECK J.P. MORGAN EM LOCAL CURRENCY BOND ETF16.7K shares4.28%2026-03-312026-04-30

MGC VANGUARD MEGA CAP INDEX FUND ETF SHARES1.8K shares-97.08%2026-03-312026-04-30

DSI ISHARES ESG MSCI KLD 400 ETF3.4K shares7.04%2026-03-312026-04-30

VOT VANGUARD MID-CAP GROWTH INDEX FUND ETF SHARES1.6K shares0.00%2026-03-312026-04-30

PFG PRINCIPAL FINL GROUP INC4.5K shares2.77%2026-03-312026-04-30

Sponsored

PFF ISHARES PREFERRED AND INCOME SECURITIES ETF13.2K shares6.86%2026-03-312026-04-30

EEM ISHARES MSCI EMERGING MARKETS ETF7.0K shares-2.80%2026-03-312026-04-30

FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF12.8K shares-6.43%2026-03-312026-04-30

SBR SABINE RTY TR ROYALTY TRUST5.3K shares0.00%2026-03-312026-04-30

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF13.4K shares-4.23%2026-03-312026-04-30

IEX IDEX CORP2.1K shares45.98%2026-03-312026-04-30

FNOV FT VEST U.S. EQUITY BUFFER ETF - NOVEMBER7.3K shares0.00%2026-03-312026-04-30

CVS CVS HEALTH CORP5.4K shares-3.41%2026-03-312026-04-30

Sponsored

INTC INTEL CORP8.7K shares0.07%2026-03-312026-04-30

IFRA ISHARES U.S. INFRASTRUCTURE ETF6.7K shares0.00%2026-03-312026-04-30

USMV ISHARES MSCI USA MIN VOL FACTOR ETF4.1K shares-0.25%2026-03-312026-04-30

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF15.0K shares-7.41%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE ETF8.8K shares0.00%2026-03-312026-04-30

JLL JONES LANG LASALLE INC1.2K shares0.00%2026-03-312026-04-30

LQDH ISHARES INTEREST RATE HEDGED CORPORATE BOND ETF4.0K shares-92.11%2026-03-312026-04-30

USXF ISHARES ESG ADVANCED MSCI USA ETF6.5K shares6.25%2026-03-312026-04-30

Sponsored

SCCO SOUTHERN COPPER CORP2.1K shares0.82%2026-03-312026-04-30

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF7.8K shares5.90%2026-03-312026-04-30

XLG INVESCO S&P 500 TOP 50 ETF6.5K shares-58.23%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE1.2K shares1.81%2026-03-312026-04-30

WRB BERKLEY W R CORP5.3K shares0.06%2026-03-312026-04-30

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF7.5K shares0.00%2026-03-312026-04-30

NTRS NORTHERN TR CORP2.5K shares0.08%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC2.1K shares77.69%2026-03-312026-04-30

Sponsored

DIS DISNEY WALT CO3.5K shares-6.16%2026-03-312026-04-30

PNC PNC FINL SERVICES1.6K shares1.71%2026-03-312026-04-30

CAH CARDINAL HEALTH INC1.6K shares-0.13%2026-03-312026-04-30

FMB FIRST TRUST MANAGED MUNICIPAL ETF6.5K shares0.00%2026-03-312026-04-30

CRM SALESFORCE INC1.7K shares16.54%2026-03-312026-04-30

ACWX ISHARES TR MSCI ACWIEX US4.6K sharesnew addition2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC3.4K shares-83.93%2026-03-312026-04-30

CFR CULLEN / FROST BANKERS I2.2K shares-24.88%2026-03-312026-04-30

Sponsored

ADSK AUTODESK INC1.3K shares7.02%2026-03-312026-04-30

EMB ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF3.1K shares-90.70%2026-03-312026-04-30

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF4.2K shares-47.91%2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC2.5K shares0.12%2026-03-312026-04-30

HUBBELL INC HUBBELL INC587 shares-18.25%2026-03-312026-04-30

XTEN BONDBLOXX BLOOMBERG TEN YEAR TARGET DURATION US TREASURY ETF6.3K shares2.14%2026-03-312026-04-30

SPMO INVESCO S&P 500 MOMENTUM ETF2.6K shares7.49%2026-03-312026-04-30

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF3.6K shares1.59%2026-03-312026-04-30

Sponsored

RWR STATE STREET SPDR DOW JONES REIT ETF2.8K shares-0.92%2026-03-312026-04-30

IUSB ISHARES CORE UNIVERSAL USD BOND ETF6.0K shares3.92%2026-03-312026-04-30

TGT TARGET CORP EQUITY CLASS EQUITY2.3K shares0.27%2026-03-312026-04-30

GEV GE VERNOVA INC313 shares1.62%2026-03-312026-04-30

AFL AFLAC INC2.5K shares0.57%2026-03-312026-04-30

SCHX SCHWAB U.S. LARGE-CAP ETF10.6K shares7.41%2026-03-312026-04-30

STT STATE STR CORP2.1K shares0.47%2026-03-312026-04-30

SNOW SNOWFLAKE INC CLASS CLASS A1.8K shares4.17%2026-03-312026-04-30

Sponsored

BA BOEING CO1.3K shares1.44%2026-03-312026-04-30

HYLS FIRST TRUST TACTICAL HIGH YIELD ETF6.6K shares-1.02%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC2.3K shares3.08%2026-03-312026-04-30

TLT ISHARES 20 PLS YEAR TREASURY BOND ETF3.0K shares-11.82%2026-03-312026-04-30

MKL MARKEL GROUP INC136 shares0.00%2026-03-312026-04-30

VLO VALERO ENERGY CORP NEW1.0K sharesnew addition2026-03-312026-04-30

GLDM SPDR GOLD MINISHARES2.7K shares-34.29%2026-03-312026-04-30

WELL WELLTOWER INC REIT1.3K shares1.51%2026-03-312026-04-30

Sponsored

MTB M&T BK CORP1.2K shares0.58%2026-03-312026-04-30

FMAR FT VEST U.S. EQUITY BUFFER ETF - MARCH5.2K shares0.00%2026-03-312026-04-30

VCSH VANGUARD SHORT TERM COR BD ETF3.1K shares0.00%2026-03-312026-04-30

TJX TJX COS INC NEW1.5K shares2.87%2026-03-312026-04-30

FDX FEDEX CORP690 sharesnew addition2026-03-312026-04-30

EBAY EBAY INC2.7K shares0.60%2026-03-312026-04-30

IMCV ISHARES MORNINGSTAR MID-CAP VALUE ETF2.9K shares0.14%2026-03-312026-04-30

PROSHARES ULTRASHORT S& P500 PROSHARES ULTRASHORT S& P5003.2K sharesnew addition2026-03-312026-04-30

Sponsored

DOC HEALTHPEAK PPTYS INC REIT14.7K shares15.96%2026-03-312026-04-30

AVEM AVANTIS EMERGING MARKETS EQUITY ETF2.9K shares-2.17%2026-03-312026-04-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC5.1K shares-0.49%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSIN1.1K shares-11.00%2026-03-312026-04-30

MPC MARATHON PETE CORP937 sharesnew addition2026-03-312026-04-30

EPD ENTERPRISE PRODS PART LP6.0K sharesnew addition2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP787 shares0.13%2026-03-312026-04-30

USB US BANCORP DEL4.3K shares-4.78%2026-03-312026-04-30

Sponsored

MMM 3M CO1.6K shares-2.14%2026-03-312026-04-30

EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH FUND6.2K shares0.00%2026-03-312026-04-30

UGI UGI CORP NEW6.2K shares-47.12%2026-03-312026-04-30

CELESTICA INC EQUITY F CLASS EQUITY CELESTICA INC EQUITY F CLASS EQUITY785 shares3.02%2026-03-312026-04-30

DLS WISDOMTREE INTERNATIONAL SMALLCAP DIVIDEND FUND2.7K shares-3.75%2026-03-312026-04-30

PWR QUANTA SVCS INC393 sharesnew addition2026-03-312026-04-30

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF2.2K shares-0.09%2026-03-312026-04-30

MOD MODINE MFG CO983 sharesnew addition2026-03-312026-04-30

Sponsored

MCD MCDONALDS CORP680 sharesnew addition2026-03-312026-04-30

BBY BEST BUY INC3.2K shares0.09%2026-03-312026-04-30

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES688 shares0.00%2026-03-312026-04-30

IJH ISHARES CORE S&P MID-CAP ETF3.1K shares1.38%2026-03-312026-04-30

VXF VANGUARD EXTENDED MARKET INDEX FUND ETF SHARES1.0K shares0.00%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC2.1K shares-6.82%2026-03-312026-04-30

LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF1.9K shares-1.21%2026-03-312026-04-30

CASS CASS INFORMATION SYS INC4.6K shares-6.80%2026-03-312026-04-30

Sponsored

WPP WPP PLC NEW F SPONSORED ADR 1 ADR REPS 5 ORD SHS11.4K shares21.99%2026-03-312026-04-30

JPC NUVEEN PREFERRED INCOME16.3K shares1.37%2026-03-312026-04-30

RIG TRANSOCEAN LTD F12.4K shares0.00%2026-03-312026-04-30

CAN CANAAN INC F UNSPONSORED ADR 1 ADR REPS 15 ORD SHS16.1K shares0.00%2026-03-312026-04-30

DGRW

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND

-0.60%

Shares574.7K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

7.20%

Shares59.9K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

-12.84%

Shares175.7K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES CORE S&P 500 ETF

24.42%

Shares39.8K

Event2026-03-31

Filed2026-04-30

FDL

FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND

-3.92%

Shares472.0K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY CLASS B

1.59%

Shares48.0K

Event2026-03-31

Filed2026-04-30

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

-5.13%

Shares249.7K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

-9.79%

Shares116.1K

Event2026-03-31

Filed2026-04-30

TFLO

ISHARES TREASURY FLOATING RATE BOND ETF

0.82%

Shares449.8K

Event2026-03-31

Filed2026-04-30

DYNF

ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF

-14.22%

Shares369.6K

Event2026-03-31

Filed2026-04-30

FVD

FIRST TRUST VALUE LINE DIVIDEND INDEX FUND

-0.68%

Shares414.4K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

6.25%

Shares124.4K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES

-22.80%

Shares295.6K

Event2026-03-31

Filed2026-04-30

RDVY

FIRST TRUST RISING DIVIDEND ACHIEVERS ETF

-2.16%

Shares231.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORP

-0.80%

Shares89.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-2.92%

Shares73.2K

Event2026-03-31

Filed2026-04-30

CORO

ISHARES INTERNATIONAL COUNTRY ROTATION ACTIVE ETF

New

Shares357.7K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-1.24%

Shares38.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.07%

Shares43.3K

Event2026-03-31

Filed2026-04-30

BAI

ISHARES A.I. INNOVATION AND TECH ACTIVE ETF

6.32%

Shares316.8K

Event2026-03-31

Filed2026-04-30

FQAL

FIDELITY QUALITY FACTOR ETF

-2.40%

Shares139.8K

Event2026-03-31

Filed2026-04-30

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-1.16%

Shares204.7K

Event2026-03-31

Filed2026-04-30

SPTM

STATE STREET SPDR PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET E

-0.43%

Shares126.7K

Event2026-03-31

Filed2026-04-30

CGGR

CAPITAL GROUP GROWTH ETF

-18.55%

Shares246.3K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES

-0.80%

Shares30.8K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

5.01%

Shares40.1K

Event2026-03-31

Filed2026-04-30

BLCR

ISHARES LARGE CAP CORE ACTIVE ETF

New

Shares214.5K

Event2026-03-31

Filed2026-04-30

MBB

ISHARES MBS ETF

7.66%

Shares91.5K

Event2026-03-31

Filed2026-04-30

XDEC

FT VEST U.S. EQUITY ENHANCE & MODERATE BUFFER ETF - DECEMBER

0.87%

Shares215.1K

Event2026-03-31

Filed2026-04-30

THRO

ISHARES U.S. THEMATIC ROTATION ACTIVE ETF

6.13%

Shares232.7K

Event2026-03-31

Filed2026-04-30

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

121.03%

Shares69.1K

Event2026-03-31

Filed2026-04-30

TLH

ISHARES 10-20 YEAR TREASURY BOND ETF

30.84%

Shares76.4K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

-2.46%

Shares35.1K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-0.82%

Shares20.1K

Event2026-03-31

Filed2026-04-30

GOVT

ISHARES U.S. TREASURY BOND ETF

New

Shares319.5K

Event2026-03-31

Filed2026-04-30

SHLD

GLOBAL X DEFENSE TECH ETF

45.19%

Shares102.5K

Event2026-03-31

Filed2026-04-30

EATON CORP PLC F

-4.82%

Shares19.9K

Event2026-03-31

Filed2026-04-30

ICSH

ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF

New

Shares140.1K

Event2026-03-31

Filed2026-04-30

VISA INC CLASS CLASS A

83.92%

Shares22.5K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

92.81%

Shares21.2K

Event2026-03-31

Filed2026-04-30

WFC

WELLS FARGO & CO

-3.43%

Shares78.7K

Event2026-03-31

Filed2026-04-30

KMI

KINDER MORGAN INC DEL

-6.70%

Shares183.1K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CLASS CLASS A

2.01%

Shares21.3K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON.COM INC

-9.66%

Shares28.6K

Event2026-03-31

Filed2026-04-30

BNDX

VANGUARD TOTAL INTERNATIONAL BOND INDEX FUND ETF SHARES

12.79%

Shares117.9K

Event2026-03-31

Filed2026-04-30

RSG

REPUBLIC SVCS INC

-4.54%

Shares25.5K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

0.94%

Shares44.5K

Event2026-03-31

Filed2026-04-30

BINC

ISHARES FLEXIBLE INCOME ACTIVE ETF

6.17%

Shares105.5K

Event2026-03-31

Filed2026-04-30

LAMR

LAMAR ADVERTISING CO NEW REIT

-5.37%

Shares42.8K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.39%

Shares28.1K

Event2026-03-31

Filed2026-04-30

TXN

TEXAS INSTRS INC

-3.16%

Shares27.6K

Event2026-03-31

Filed2026-04-30

JAAA

JANUS HENDERSON AAA CLO ETF

New

Shares99.1K

Event2026-03-31

Filed2026-04-30

GBIL

GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

290.59%

Shares48.7K

Event2026-03-31

Filed2026-04-30

EMLP

FIRST TRUST NORTH AMERICAN ENERGY INFRASTRUCTURE FUND

-3.88%

Shares110.1K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

-3.25%

Shares26.0K

Event2026-03-31

Filed2026-04-30

BLACKROCK INC NEW

-4.58%

Shares4.9K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL

-5.00%

Shares20.5K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

-4.72%

Shares35.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CLASS CLASS C

22.49%

Shares16.2K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

-2.38%

Shares5.3K

Event2026-03-31

Filed2026-04-30

BALT

INNOVATOR DEFINED WEALTH SHIELD ETF

-0.07%

Shares134.7K

Event2026-03-31

Filed2026-04-30

DON

WISDOMTREE U.S. MIDCAP DIVIDEND FUND

-2.28%

Shares85.0K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

27.71%

Shares42.1K

Event2026-03-31

Filed2026-04-30

THE COCA-COLA CO

-3.82%

Shares54.8K

Event2026-03-31

Filed2026-04-30

SFLR

INNOVATOR EQUITY MANAGED FLOOR ETF

-0.49%

Shares117.0K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-1.49%

Shares16.6K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TRUST

-55.82%

Shares44.8K

Event2026-03-31

Filed2026-04-30

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

6.25%

Shares49.3K

Event2026-03-31

Filed2026-04-30

USFR

WISDOMTREE FLOATING RATE TREASURY FUND

-6.09%

Shares74.7K

Event2026-03-31

Filed2026-04-30