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The Analysis of Bernard Wealth Management Corp.'s Holdings & P&L

Currently, Bernard Wealth Management Corp. holds 360 types of securities in its portfolio with a total value $234.4M. In the most recent quarter, they have increased their positions in IEFA (+18.4K shares, valued at $1.7M), EMXC (+21.0K shares, valued at $1.7M), SPY (+806 shares, valued at $524.2K); decreased their positions in N/A (-2.9K shares, valued at $1.7M), SCHX (-46.2K shares, valued at $1.2M), NVDA (-5.8K shares, valued at $1.0M); initiated new positions in BUFF (+2.6K shares, valued at $127.1K), XCEM (+1.7K shares, valued at $69.4K), DE (+90 shares, valued at $50.7K).

1M P&L

+15.2M+6.47%

3M P&L

+20.3M+8.83%

HY P&L

+27.1M+12.15%

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/A96.2M

42.4%

2Semiconductors41.2M

18.2%

3Consumer Electronics23.4M

10.3%

Top Industries by Stock Count

1N/A149 stocks

46.3%

2Semiconductors9 stocks

2.8%

3Software - Infrastructure9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION210.7K shares-2.67%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.3M shares-3.43%2026-03-312026-05-15

AAPL APPLE INC84.8K shares-1.36%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR309.5K shares0.69%2026-03-312026-05-15

DGRO ISHARES TR128.2K shares0.74%2026-03-312026-05-15

LLY ELI LILLY & CO9.2K shares0.29%2026-03-312026-05-15

EMXC ISHARES INC94.2K shares28.70%2026-03-312026-05-15

MSFT MICROSOFT CORP19.8K shares-2.61%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC23.2K shares-0.02%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR219.1K shares-0.13%2026-03-312026-05-15

IEFA ISHARES TR69.1K shares36.29%2026-03-312026-05-15

AMZN AMAZON COM INC27.6K shares-1.02%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.6K shares-2.94%2026-03-312026-05-15

CORP PIMCO ETF TR46.0K shares3.21%2026-03-312026-05-15

CAT CATERPILLAR INC6.2K shares4.68%2026-03-312026-05-15

IYG ISHARES TR46.1K shares-0.24%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE & CO12.7K shares1.72%2026-03-312026-05-15

V VISA INC11.1K shares-6.51%2026-03-312026-05-15

WMT WALMART INC24.4K shares2.88%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR5.1K shares-36.58%2026-03-312026-05-15

DTM DT MIDSTREAM INC17.6K shares2.10%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T3.4K shares31.52%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR69.1K shares0.04%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC12.6K shares-6.19%2026-03-312026-05-15

Sponsored

CRWD CROWDSTRIKE HLDGS INC5.0K shares-4.52%2026-03-312026-05-15

DTE DTE ENERGY CO11.6K shares2.87%2026-03-312026-05-15

XOM EXXON MOBIL CORP9.8K shares0.00%2026-03-312026-05-15

IWM ISHARES TR5.9K shares0.19%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC19.7K shares-2.76%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.4K shares1.49%2026-03-312026-05-15

IJH ISHARES TR18.3K shares-0.20%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC4.8K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC4.5K shares3.90%2026-03-312026-05-15

HD HOME DEPOT INC3.1K shares-1.39%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST21.0K shares-3.30%2026-03-312026-05-15

ABBV ABBVIE INC3.5K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR5.5K shares2.78%2026-03-312026-05-15

EQX EQUINOX GOLD CORP48.5K shares-2.12%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.2K shares-1.36%2026-03-312026-05-15

Sponsored

AJAN INNOVATOR ETFS TRUST23.0K shares0.00%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR3.7K shares-0.08%2026-03-312026-05-15

SSO PROSHARES TR10.7K shares0.00%2026-03-312026-05-15

RDDT REDDIT INC4.1K shares-15.73%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP5.1K shares21.77%2026-03-312026-05-15

ABT ABBOTT LABORATORIES4.0K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.9K shares-0.67%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares-0.09%2026-03-312026-05-15

Sponsored

TSLA TESLA INC963 shares0.00%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC2.1K shares-4.57%2026-03-312026-05-15

FR FIRST INDL RLTY TR INC5.1K shares0.06%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP1.6K shares0.00%2026-03-312026-05-15

IVV ISHARES TR421 shares-5.39%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-05-15

BE BLOOM ENERGY CORP1.9K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED504 shares-35.05%2026-03-312026-05-15

Sponsored

SPSM SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-05-15

BROADCOM INC BROADCOM INC790 shares-5.95%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC635 shares0.00%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST5.7K shares-0.19%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC652 shares8.31%2026-03-312026-05-15

CVX CHEVRON CORPORATION1.0K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC608 shares-9.93%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC1.6K shares0.00%2026-03-312026-05-15

Sponsored

POCT INNOVATOR ETFS TRUST4.2K shares-0.02%2026-03-312026-05-15

EIS ISHARES INC1.6K shares0.00%2026-03-312026-05-15

META META PLATFORMS INC311 shares-49.10%2026-03-312026-05-15

PSEP INNOVATOR ETFS TRUST4.0K shares-0.08%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD2.7K shares-9.53%2026-03-312026-05-15

HEDJ WISDOMTREE TR3.2K shares-6.66%2026-03-312026-05-15

ASTS AST SPACEMOBILE INC2.0K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.1.6K shares13.52%2026-03-312026-05-15

Sponsored

MUB ISHARES TR1.4K shares-20.09%2026-03-312026-05-15

ORCL ORACLE CORP983 shares0.00%2026-03-312026-05-15

VV VANGUARD INDEX FDS483 shares0.00%2026-03-312026-05-15

ANGL VANECK ETF TRUST5.0K shares-9.46%2026-03-312026-05-15

PEP PEPSICO INC876 shares0.00%2026-03-312026-05-15

AMGN AMGEN INC379 shares0.00%2026-03-312026-05-15

CHRW C H ROBINSON WORLDWIDE IN800 shares0.00%2026-03-312026-05-15

PMAY INNOVATOR ETFS TRUST3.3K shares0.00%2026-03-312026-05-15

Sponsored

DIS DISNEY WALT CO1.3K shares-0.37%2026-03-312026-05-15

PDEC INNOVATOR ETFS TRUST3.0K shares-0.20%2026-03-312026-05-15

BUFF INNOVATOR ETFS TRUST2.6K sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS642 shares0.00%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS201 shares294.12%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC1.4K shares-27.60%2026-03-312026-05-15

VUG VANGUARD INDEX FDS269 shares0.00%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR798 shares-4.32%2026-03-312026-05-15

Sponsored

BLACKROCK INC BLACKROCK INC120 shares0.00%2026-03-312026-05-15

NEM NEWMONT CORP1.1K shares0.00%2026-03-312026-05-15

MUA BLACKROCK MUNIASSETS FD INC10.7K shares101.70%2026-03-312026-05-15

DHR DANAHER CORP DEL590 shares0.00%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO367 shares0.00%2026-03-312026-05-15

YUM YUM BRANDS INC712 shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS1.4K shares2.89%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40171 shares-5.52%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF2.5K shares8.13%2026-03-312026-05-15

IWD ISHARES TR443 shares-5.14%2026-03-312026-05-15

CSX CSX CORP2.3K shares0.00%2026-03-312026-05-15

CENCORA INC CENCORA INC296 shares0.00%2026-03-312026-05-15

CGW INVESCO EXCH TRADED FD TR II1.5K shares0.00%2026-03-312026-05-15

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC1.2K shares0.00%2026-03-312026-05-15

F FORD MTR CO7.6K shares0.13%2026-03-312026-05-15

TNA DIREXION SHARES ETF TRUST1.9K shares0.05%2026-03-312026-05-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS1.0K shares0.00%2026-03-312026-05-15

VFH VANGUARD WORLD FD686 shares0.00%2026-03-312026-05-15

XHB SPDR SERIES TRUST839 shares0.00%2026-03-312026-05-15

IWF ISHARES TR192 shares0.00%2026-03-312026-05-15

WFC WELLS FARGO & CO996 shares0.00%2026-03-312026-05-15

HAFNIA LTD HAFNIA LTD10.4K shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS275 shares22.22%2026-03-312026-05-15

CMS CMS ENERGY CORP962 shares0.00%2026-03-312026-05-15

Sponsored

IVE ISHARES TR345 shares0.00%2026-03-312026-05-15

ITA ISHARES TR325 shares0.00%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR2.9K shares5742.86%2026-03-312026-05-15

XCEM COLUMBIA ETF TR II1.7K sharesnew addition2026-03-312026-05-15

HSY HERSHEY CO327 shares0.62%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP242 shares0.00%2026-03-312026-05-15

SWKS SKYWORKS SOLUTIONS INC1.2K shares0.66%2026-03-312026-05-15

MMM 3M CO406 shares0.00%2026-03-312026-05-15

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT409 shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP95 shares0.00%2026-03-312026-05-15

NZF NUVEEN MUN CR INCOME FD4.6K shares0.00%2026-03-312026-05-15

IWP ISHARES TR428 shares0.00%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE582 shares0.00%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR1.8K shares0.06%2026-03-312026-05-15

DE DEERE & CO90 sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC108 shares0.00%2026-03-312026-05-15

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD528 shares0.00%2026-03-312026-05-15

SUB ISHARES TR450 shares0.00%2026-03-312026-05-15

CRDO CREDO TECHNOLOGY GROUP HOLDI500 shares0.00%2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST1.1K shares0.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC778 shares0.00%2026-03-312026-05-15

GLD SPDR GOLD TR106 shares49.30%2026-03-312026-05-15

PEJ INVESCO EXCHANGE TRADED FD T750 shares0.00%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST1.1K shares0.00%2026-03-312026-05-15

Sponsored

FENY FIDELITY COVINGTON TRUST1.3K shares0.00%2026-03-312026-05-15

SDY SPDR SERIES TRUST294 shares-57.64%2026-03-312026-05-15

FE FIRSTENERGY CORP828 shares0.00%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST903 shares-16.54%2026-03-312026-05-15

BROS DUTCH BROS INC815 shares0.00%2026-03-312026-05-15

SITM SITIME CORP116 shares0.00%2026-03-312026-05-15

EUDG WISDOMTREE TR1.1K shares0.00%2026-03-312026-05-15

PJUN INNOVATOR ETFS TRUST911 shares0.00%2026-03-312026-05-15

Sponsored

RRX REGAL REXNORD CORPORATION200 shares0.00%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC400 shares0.00%2026-03-312026-05-15

BTSG BRIGHTSPRING HEALTH SVCS INC850 sharesnew addition2026-03-312026-05-15

DASH DOORDASH INC240 sharesnew addition2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR1.5K shares0.00%2026-03-312026-05-15

EWC ISHARES INC650 shares0.00%2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY435 shares0.00%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO400 shares0.00%2026-03-312026-05-15

Sponsored

ALAB ASTERA LABS INC300 shares0.00%2026-03-312026-05-15

IVT INVENTRUST PPTYS CORP1.1K shares0.85%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II288 shares-22.16%2026-03-312026-05-15

ADC AGREE RLTY CORP423 shares0.00%2026-03-312026-05-15

PG PROCTER & GAMBLE CO210 shares0.00%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI873 shares0.00%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW90 shares0.00%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T389 shares0.00%2026-03-312026-05-15

Sponsored

TKO TKO GROUP HOLDINGS INC138 shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS86 shares7.50%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP100 shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR545 shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP538 shares0.00%2026-03-312026-05-15

NOW SERVICENOW INC250 shares-32.43%2026-03-312026-05-15

PFE PFIZER INC921 shares0.22%2026-03-312026-05-15

WILC G WILLI FOOD INTL LTD1.0K shares0.00%2026-03-312026-05-15

Sponsored

VRSN VERISIGN INC100 shares0.00%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON100 shares0.00%2026-03-312026-05-15

SCHK SCHWAB STRATEGIC TR750 shares0.00%2026-03-312026-05-15

PNOV INNOVATOR ETFS TRUST556 shares-7.79%2026-03-312026-05-15

CORZ CORE SCIENTIFIC INC NEW1.5K shares0.00%2026-03-312026-05-15

KO COCA COLA CO295 shares0.00%2026-03-312026-05-15

NKE NIKE INC424 shares-30.72%2026-03-312026-05-15

GM GENERAL MTRS CO300 shares0.00%2026-03-312026-05-15

Sponsored

SPMD SPDR SERIES TRUST375 shares-33.63%2026-03-312026-05-15

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD1.8K shares1.08%2026-03-312026-05-15

LULU LULULEMON ATHLETICA INC144 shares0.00%2026-03-312026-05-15

VLTO VERALTO CORP248 shares0.00%2026-03-312026-05-15

DAL DELTA AIR LINES INC328 shares0.00%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS277 shares0.00%2026-03-312026-05-15

TJX TJX COS INC NEW135 shares0.75%2026-03-312026-05-15

SYY SYSCO CORP300 shares0.00%2026-03-312026-05-15

Sponsored

IWO ISHARES TR65 shares0.00%2026-03-312026-05-15

SPRY ARS PHARMACEUTICALS INC2.5K shares0.00%2026-03-312026-05-15

ABR ARBOR REALTY TRUST INC2.6K shares0.00%2026-03-312026-05-15

ESGU ISHARES TR140 shares0.00%2026-03-312026-05-15

IUSB ISHARES TR425 shares0.00%2026-03-312026-05-15

FITB FIFTH THIRD BANCORP419 sharesnew addition2026-03-312026-05-15

QCOM QUALCOMM INC150 shares0.00%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS393 shares3.42%2026-03-312026-05-15

Sponsored

BABA ALIBABA GROUP HLDG LTD150 shares0.00%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR228 shares-1.72%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC404 shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F332 shares2666.67%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR291 shares-26.33%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS269 shares1315.79%2026-03-312026-05-15

PKW INVESCO EXCHANGE TRADED FD T130 shares0.00%2026-03-312026-05-15

YUMC YUM CHINA HLDGS INC324 shares0.00%2026-03-312026-05-15

Sponsored

OXY OCCIDENTAL PETE CORP242 shares0.00%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II210 shares0.00%2026-03-312026-05-15

PGX INVESCO EXCH TRADED FD TR II1.4K shares0.65%2026-03-312026-05-15

VB VANGUARD INDEX FDS58 shares625.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC300 shares0.00%2026-03-312026-05-15

AAL AMERICAN AIRLINES GROUP INC1.4K shares0.00%2026-03-312026-05-15

BCE BCE INC589 shares0.00%2026-03-312026-05-15

EZU ISHARES INC231 shares0.00%2026-03-312026-05-15

Sponsored

SHOP SHOPIFY INC121 sharesnew addition2026-03-312026-05-15

PMAR INNOVATOR ETFS TRUST319 shares0.00%2026-03-312026-05-15

GME GAMESTOP CORP600 shares0.00%2026-03-312026-05-15

ALL ALLSTATE CORP65 sharesnew addition2026-03-312026-05-15

EFG ISHARES TR120 shares0.00%2026-03-312026-05-15

AFL AFLAC INC120 sharesnew addition2026-03-312026-05-15

ARCC ARES CAPITAL CORP700 shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS95 shares0.00%2026-03-312026-05-15

Sponsored

JBND J P MORGAN EXCHANGE TRADED F225 shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION36 shares0.00%2026-03-312026-05-15

BWA BORGWARNER INC215 sharesnew addition2026-03-312026-05-15

CLX CLOROX CO DEL110 shares0.00%2026-03-312026-05-15

SPHY SPDR SERIES TRUST481 shares9.32%2026-03-312026-05-15

FTS FORTIS INC195 shares0.00%2026-03-312026-05-15

SLV ISHARES SILVER TR155 shares106.67%2026-03-312026-05-15

FUL FULLER H B CO168 shares0.00%2026-03-312026-05-15

Sponsored

APP APPLOVIN CORP26 shares0.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS47 shares0.00%2026-03-312026-05-15

MAS MASCO CORP166 shares144.12%2026-03-312026-05-15

SJNK SPDR SERIES TRUST401 shares-36.75%2026-03-312026-05-15

NOVM FIRST TR EXCHNG TRADED FD VI305 shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND50 shares0.00%2026-03-312026-05-15

DMAX ISHARES TR371 shares0.00%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC20 shares0.00%2026-03-312026-05-15

Sponsored

HACK AMPLIFY ETF TR128 shares0.00%2026-03-312026-05-15

STCE SCHWAB STRATEGIC TR180 shares0.00%2026-03-312026-05-15

ESGV VANGUARD WORLD FD80 shares0.00%2026-03-312026-05-15

IDXX IDEXX LABS INC15 shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC2 shares-33.33%2026-03-312026-05-15

CVS CVS HEALTH CORP117 shares0.00%2026-03-312026-05-15

ADBE ADOBE INC33 shares0.00%2026-03-312026-05-15

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN125 shares0.00%2026-03-312026-05-15

Sponsored

MSB MESABI TR249 shares0.81%2026-03-312026-05-15

PLNT PLANET FITNESS MASTER ISSUER100 shares0.00%2026-03-312026-05-15

GILD GILEAD SCIENCES INC50 shares0.00%2026-03-312026-05-15

USFR WISDOMTREE TR134 shares0.00%2026-03-312026-05-15

SOLV SOLVENTUM CORP101 shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP20 shares0.00%2026-03-312026-05-15

SMG SCOTTS MIRACLE-GRO CO100 shares0.00%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR239 shares0.00%2026-03-312026-05-15

Sponsored

WM WASTE MGMT INC DEL26 shares0.00%2026-03-312026-05-15

INTC INTEL CORP114 shares0.00%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC50 shares0.00%2026-03-312026-05-15

DPZ DOMINOS PIZZA INC13 shares0.00%2026-03-312026-05-15

KKR & CO INC KKR & CO INC50 shares0.00%2026-03-312026-05-15

ICSH ISHARES TR90 shares0.00%2026-03-312026-05-15

SBUX STARBUCKS CORP50 shares0.00%2026-03-312026-05-15

QUAL ISHARES TR21 shares0.00%2026-03-312026-05-15

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD25 shares0.00%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP100 sharesnew addition2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC20 shares0.00%2026-03-312026-05-15

MBB ISHARES TR40 sharesnew addition2026-03-312026-05-15

EBAY EBAY INC.41 shares0.00%2026-03-312026-05-15

FTXL FIRST TR EXCHANGE TRADED FD25 shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC32 shares0.00%2026-03-312026-05-15

FFC FLAHERTY & CRUMRIN PFD & INM234 shares2.18%2026-03-312026-05-15

Sponsored

M MACYS INC200 shares0.00%2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES I50 shares0.00%2026-03-312026-05-15

BRBR BELLRING BRANDS INC220 shares0.00%2026-03-312026-05-15

HDV ISHARES TR26 shares0.00%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC200 shares0.00%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD74 shares0.00%2026-03-312026-05-15

BUZZ VANECK ETF TRUST100 shares0.00%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD42 shares0.00%2026-03-312026-05-15

Sponsored

RGTI RIGETTI COMPUTING INC200 shares0.00%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS13 shares0.00%2026-03-312026-05-15

TGT TARGET CORP23 shares0.00%2026-03-312026-05-15

OUSTER INC OUSTER INC150 shares0.00%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI110 shares0.00%2026-03-312026-05-15

RIVN RIVIAN AUTOMOTIVE INC180 shares0.00%2026-03-312026-05-15

LVS LAS VEGAS SANDS CORP50 shares0.00%2026-03-312026-05-15

MRNA MODERNA INC50 shares0.00%2026-03-312026-05-15

Sponsored

JELD JELD-WEN HLDG INC2.0K shares0.00%2026-03-312026-05-15

ADSK AUTODESK INC10 shares0.00%2026-03-312026-05-15

ROBT FIRST TR EXCHANGE TRADED FD50 shares0.00%2026-03-312026-05-15

ILDR FIRST TR EXCHNG TRADED FD VI75 shares0.00%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC5 shares0.00%2026-03-312026-05-15

HIMS HIMS & HERS HEALTH INC106 shares0.00%2026-03-312026-05-15

TLT ISHARES TR25 shares0.00%2026-03-312026-05-15

IUSV ISHARES TR21 shares0.00%2026-03-312026-05-15

Sponsored

ANGX ANGEL STUDIOS INC700 shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD3 shares0.00%2026-03-312026-05-15

BIIB BIOGEN INC11 shares0.00%2026-03-312026-05-15

JCAP JEFFERSON CAPITAL INC100 shares0.00%2026-03-312026-05-15

IUSG ISHARES TR12 shares0.00%2026-03-312026-05-15

ETW EATON VANCE TAX-MANAGED GLOB205 shares0.00%2026-03-312026-05-15

SHEL SHELL PLC19 shares0.00%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS23 shares0.00%2026-03-312026-05-15

Sponsored

RACE FERRARI N V5 shares0.00%2026-03-312026-05-15

CCL CARNIVAL CORP65 shares0.00%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS27 sharesnew addition2026-03-312026-05-15

BDX BECTON DICKINSON & CO10 shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION12 shares0.00%2026-03-312026-05-15

CRBN ISHARES TR7 shares0.00%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR64 sharesnew addition2026-03-312026-05-15

FV FIRST TR EXCHANGE TRADED FD25 shares0.00%2026-03-312026-05-15

Sponsored

NVO NOVO-NORDISK A S40 shares0.00%2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI33 shares0.00%2026-03-312026-05-15

BA BOEING CO7 shares0.00%2026-03-312026-05-15

VOT VANGUARD INDEX FDS4 shares0.00%2026-03-312026-05-15

MKC MCCORMICK & CO INC20 shares0.00%2026-03-312026-05-15

ICLN ISHARES TR55 shares0.00%2026-03-312026-05-15

VCRB VANGUARD MALVERN FDS12 shares0.00%2026-03-312026-05-15

YETI YETI HLDGS INC25 shares0.00%2026-03-312026-05-15

Sponsored

XLY SELECT SECTOR SPDR TR8 shares0.00%2026-03-312026-05-15

CGEN COMPUGEN LTD400 shares0.00%2026-03-312026-05-15

EA ELECTRONIC ARTS INC4 shares0.00%2026-03-312026-05-15

CWEN.A CLEARWAY ENERGY INC20 shares0.00%2026-03-312026-05-15

HASI HA SUSTAINABLE INFRA CAP INC21 shares0.00%2026-03-312026-05-15

SMH VANECK ETF TRUST2 shares0.00%2026-03-312026-05-15

HOLX HOLOGIC INC10 shares0.00%2026-03-312026-05-15

VTWO VANGUARD SCOTTSDALE FDS7 shares0.00%2026-03-312026-05-15

Sponsored

ABTC AMERICAN BITCOIN CORP.724 shares0.00%2026-03-312026-05-15

DRAFTKINGS INC NEW DRAFTKINGS INC NEW30 shares-97.66%2026-03-312026-05-15

IHI ISHARES TR12 shares0.00%2026-03-312026-05-15

BHF BRIGHTHOUSE FINL INC10 sharesnew addition2026-03-312026-05-15

BOBS DISC FURNITURE INC BOBS DISC FURNITURE INC50 sharesnew addition2026-03-312026-05-15

TIZIANA LIFE SCIENCES LTD TIZIANA LIFE SCIENCES LTD500 shares0.00%2026-03-312026-05-15

T AT&T INC20 shares0.00%2026-03-312026-05-15

CG CARLYLE GROUP INC500 shares0.00%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC5 shares0.00%2026-03-312026-05-15

NNVC NANOVIRICIDES INC500 shares0.00%2026-03-312026-05-15

TIP ISHARES TR4 sharesnew addition2026-03-312026-05-15

BETA TECHNOLOGIES INC BETA TECHNOLOGIES INC30 shares0.00%2026-03-312026-05-15

BUG GLOBAL X FDS17 shares0.00%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC6 sharesnew addition2026-03-312026-05-15

EVX VANECK ETF TRUST10 shares0.00%2026-03-312026-05-15

SPAI SAFE PRO GROUP INC100 shares0.00%2026-03-312026-05-15

Sponsored

PBW INVESCO EXCHANGE TRADED FD T12 shares0.00%2026-03-312026-05-15

GENPREX INC GENPREX INC200 sharesnew addition2026-03-312026-05-15

PCY INVESCO EXCH TRADED FD TR II16 sharesnew addition2026-03-312026-05-15

SINCLAIR INC SINCLAIR INC25 shares0.00%2026-03-312026-05-15

WAT WATERS CORP1 sharesnew addition2026-03-312026-05-15

WY WEYERHAEUSER CO12 shares0.00%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1 shares0.00%2026-03-312026-05-15

ABAT AMERICAN BATTERY TECHNOLOGY94 shares0.00%2026-03-312026-05-15

Sponsored

GAMESTOP CORP NEW GAMESTOP CORP NEW60 shares0.00%2026-03-312026-05-15

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC10 shares-85.71%2026-03-312026-05-15

BEP BROOKFIELD RENEWABLE ENERGY5 shares0.00%2026-03-312026-05-15

FIG FIGMA INC5 shares0.00%2026-03-312026-05-15

ZEROSTACK CORP ZEROSTACK CORP12 sharesnew addition2026-03-312026-05-15

S SENTINELONE INC4 shares0.00%2026-03-312026-05-15

ALT ALTIMMUNE INC15 shares0.00%2026-03-312026-05-15

LBRT LIBERTY ENERGY INC1 shares0.00%2026-03-312026-05-15

Sponsored

AMWL AMERICAN WELL CORP5 shares0.00%2026-03-312026-05-15

MHD BLACKROCK MUNIHOLDINGS FD IN2 sharesnew addition2026-03-312026-05-15

BYND BEYOND MEAT INC30 shares0.00%2026-03-312026-05-15

FONR FONAR CORP1 shares0.00%2026-03-312026-05-15

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC17 shares0.00%2026-03-312026-05-15

NOK NOKIA CORP1 shares0.00%2026-03-312026-05-15

CORE AI HOLDINGS INC CORE AI HOLDINGS INC7 shares0.00%2026-03-312026-05-15

FFAI FARADAY FUTURE INTLGT ELEC I5 shares0.00%2026-03-312026-05-15

Sponsored

NVDA

NVIDIA CORPORATION

-2.67%

Shares210.7K

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

-3.43%

Shares1.3M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.36%

Shares84.8K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

0.69%

Shares309.5K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.74%

Shares128.2K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY & CO

0.29%

Shares9.2K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES INC

28.70%

Shares94.2K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-2.61%

Shares19.8K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.02%

Shares23.2K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB STRATEGIC TR

-0.13%

Shares219.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

36.29%

Shares69.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-1.02%

Shares27.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-2.94%

Shares9.6K

Event2026-03-31

Filed2026-05-15

CORP

PIMCO ETF TR

3.21%

Shares46.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

4.68%

Shares6.2K

Event2026-03-31

Filed2026-05-15

IYG

ISHARES TR

-0.24%

Shares46.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

1.72%

Shares12.7K

Event2026-03-31

Filed2026-05-15

VISA INC

-6.51%

Shares11.1K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

2.88%

Shares24.4K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-36.58%

Shares5.1K

Event2026-03-31

Filed2026-05-15

DTM

DT MIDSTREAM INC

2.10%

Shares17.6K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

31.52%

Shares3.4K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

0.04%

Shares69.1K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

-6.19%

Shares12.6K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

-4.52%

Shares5.0K

Event2026-03-31

Filed2026-05-15

DTE

DTE ENERGY CO

2.87%

Shares11.6K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-15

IWM

ISHARES TR

0.19%

Shares5.9K

Event2026-03-31

Filed2026-05-15

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

-2.76%

Shares19.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

1.49%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-0.20%

Shares18.3K

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

3.90%

Shares4.5K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-1.39%

Shares3.1K

Event2026-03-31

Filed2026-05-15

PJAN

INNOVATOR ETFS TRUST

-3.30%

Shares21.0K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

2.78%

Shares5.5K

Event2026-03-31

Filed2026-05-15

EQX

EQUINOX GOLD CORP

-2.12%

Shares48.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.36%

Shares2.2K

Event2026-03-31

Filed2026-05-15

AJAN

INNOVATOR ETFS TRUST

0.00%

Shares23.0K

Event2026-03-31

Filed2026-05-15

XLI

SELECT SECTOR SPDR TR

-0.08%

Shares3.7K

Event2026-03-31

Filed2026-05-15

SSO

PROSHARES TR

0.00%

Shares10.7K

Event2026-03-31

Filed2026-05-15

RDDT

REDDIT INC

-15.73%

Shares4.1K

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES CORP

21.77%

Shares5.1K

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-0.67%

Shares1.9K

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS CORP

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.00%

Shares963

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-4.57%

Shares2.1K

Event2026-03-31

Filed2026-05-15

FIRST INDL RLTY TR INC

0.06%

Shares5.1K

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-5.39%

Shares421

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

BLOOM ENERGY CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

-35.05%

Shares504

Event2026-03-31

Filed2026-05-15

SPSM

SPDR SERIES TRUST

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-5.95%

Shares790

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

0.00%

Shares635

Event2026-03-31

Filed2026-05-15

PAPR

INNOVATOR ETFS TRUST

-0.19%

Shares5.7K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

8.31%

Shares652

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

-9.93%

Shares608

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

POCT

INNOVATOR ETFS TRUST

-0.02%

Shares4.2K

Event2026-03-31

Filed2026-05-15

EIS

ISHARES INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15