Sponsored

The Analysis of BlueChip Wealth Advisors LLC's Holdings & P&L

Currently, BlueChip Wealth Advisors LLC holds 147 types of securities in its portfolio with a total value $227.8M. In the most recent quarter, they have increased their positions in VUSB (+57.6K shares, valued at $2.9M), N/A (+14.5K shares, valued at $2.8M), CGCV (+59.7K shares, valued at $1.8M); decreased their positions in CGDV (-57.9K shares, valued at $2.5M), DIVO (-54.1K shares, valued at $2.4M), COWZ (-15.9K shares, valued at $978.7K); initiated new positions in PYLD (+40.2K shares, valued at $1.1M), MFSV (+38.3K shares, valued at $1.0M), CGIC (+29.6K shares, valued at $980.5K).

1M P&L

+10.3K+0.00%

3M P&L

+593.6K+0.28%

HY P&L

+12.5M+6.15%

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/A165.1M

80.6%

2Insurance - Life6.4M

3.1%

3Home Improvement Retail4.7M

2.3%

Top Industries by Stock Count

1N/A85 stocks

64.9%

2Asset Management3 stocks

2.3%

3Software - Infrastructure3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUSB VANGUARD BD INDEX FDS295.9K shares24.19%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T21.1K shares2.92%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR408.1K shares0.22%2026-03-312026-05-05

IJH ISHARES TR138.5K shares4.51%2026-03-312026-05-05

FDL FIRST TR EXCHANGE-TRADED FD169.7K shares-2.76%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD178.2K shares-2.72%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T40.6K shares55.48%2026-03-312026-05-05

IVV ISHARES TR10.3K shares1.36%2026-03-312026-05-05

Sponsored

AFL AFLAC INC58.2K shares0.00%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR10.1K shares-1.92%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF143.7K shares-8.77%2026-03-312026-05-05

GLD SPDR GOLD TR13.0K shares-14.16%2026-03-312026-05-05

CGDG CAPITAL GROUP DIVIDEND GROWE143.0K shares-10.08%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD75.0K shares-4.63%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE110.7K shares-34.35%2026-03-312026-05-05

HD HOME DEPOT INC13.7K shares-0.97%2026-03-312026-05-05

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD47.9K shares-0.85%2026-03-312026-05-05

AAPL APPLE INC16.8K shares-2.18%2026-03-312026-05-05

VTES VANGUARD WELLINGTON FD40.1K shares31.77%2026-03-312026-05-05

DBND DOUBLELINE ETF TRUST84.8K shares17.13%2026-03-312026-05-05

NVDA NVIDIA CORPORATION21.0K shares-0.65%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares-24.37%2026-03-312026-05-05

DIVO AMPLIFY ETF TR54.5K shares-49.80%2026-03-312026-05-05

CGCV CAPITAL GROUP CONSERVATIVE E79.0K shares310.07%2026-03-312026-05-05

Sponsored

FID FIRST TR EXCHANGE TRADED FD111.8K shares0.03%2026-03-312026-05-05

IXUS ISHARES TR26.9K shares0.00%2026-03-312026-05-05

EMLP FIRST TR EXCHANGE-TRADED FD51.9K shares0.64%2026-03-312026-05-05

TFC TRUIST FINL CORP48.8K shares-4.81%2026-03-312026-05-05

MSFT MICROSOFT CORP4.7K shares4.74%2026-03-312026-05-05

IWF ISHARES TR3.8K shares3.32%2026-03-312026-05-05

KNG FIRST TR EXCHANGE-TRADED FD33.2K shares-21.12%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD35.9K shares0.00%2026-03-312026-05-05

Sponsored

COWZ PACER FDS TR20.9K shares-43.18%2026-03-312026-05-05

IJR ISHARES TR9.5K shares-2.10%2026-03-312026-05-05

SO SOUTHERN CO12.2K shares-1.05%2026-03-312026-05-05

KO COCA COLA CO15.2K shares1.68%2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC10.1K shares9.95%2026-03-312026-05-05

IWD ISHARES TR5.3K shares3.92%2026-03-312026-05-05

SPYM SPDR SERIES TRUST14.7K shares103.16%2026-03-312026-05-05

PYLD PIMCO ETF TR40.2K sharesnew addition2026-03-312026-05-05

Sponsored

FDD FIRST TR EXCHANGE-TRADED FD59.0K shares0.51%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares1.72%2026-03-312026-05-05

MFSV MFS ACTIVE EXCHANGE TRADED F38.3K sharesnew addition2026-03-312026-05-05

MAGS LISTED FDS TR17.5K shares-10.30%2026-03-312026-05-05

AMZN AMAZON COM INC4.7K shares1.94%2026-03-312026-05-05

CGIC CAPITAL GROUP INTERNATIONAL29.6K sharesnew addition2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS4.5K shares-27.08%2026-03-312026-05-05

CGNG CAPITAL GROUP NEW GEOGRAPHY30.1K sharesnew addition2026-03-312026-05-05

Sponsored

CSCO CISCO SYS INC11.9K shares0.00%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR29.6K shares8.03%2026-03-312026-05-05

HYLS FIRST TR EXCHANGE-TRADED FD21.2K shares39.07%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF22.2K shares-1.91%2026-03-312026-05-05

NOBL PROSHARES TR8.0K shares-3.27%2026-03-312026-05-05

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO14.1K shares-0.56%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS16.2K shares78.54%2026-03-312026-05-05

GLTR ABRDN PRECIOUS METALS BASKET3.4K shares143.31%2026-03-312026-05-05

Sponsored

ALPHABET INC ALPHABET INC2.5K shares-1.55%2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP2.3K shares0.00%2026-03-312026-05-05

FIXD FIRST TR EXCHNG TRADED FD VI15.7K shares17.99%2026-03-312026-05-05

FEGE RBB FUND TRUST14.5K sharesnew addition2026-03-312026-05-05

XOM EXXON MOBIL CORP4.0K shares5.73%2026-03-312026-05-05

CALF PACER FDS TR15.9K shares-28.67%2026-03-312026-05-05

ICSH ISHARES TR13.0K shares207.46%2026-03-312026-05-05

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD18.9K shares17.01%2026-03-312026-05-05

SNDA SONIDA SENIOR LIVING INC19.7K sharesnew addition2026-03-312026-05-05

QGRO AMERICAN CENTY ETF TR6.4K shares-52.18%2026-03-312026-05-05

CEG CONSTELLATION ENERGY CORP2.2K shares9.32%2026-03-312026-05-05

DGT SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-05-05

V VISA INC2.0K shares-1.96%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.1K shares-12.10%2026-03-312026-05-05

FTCB FIRST TR EXCHANGE-TRADED FD27.4K shares24.00%2026-03-312026-05-05

Sponsored

FETH FIDELITY ETHEREUM FD27.1K shares86.76%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON2.3K shares-0.90%2026-03-312026-05-05

VOOV VANGUARD ADMIRAL FDS INC2.7K shares0.00%2026-03-312026-05-05

WMT WALMART INC4.3K shares0.00%2026-03-312026-05-05

FDT FIRST TR EXCH TRD ALPHDX FD6.0K shares0.00%2026-03-312026-05-05

FAAR FIRST TR EXCHANGE TRAD FD VI16.2K shares-7.38%2026-03-312026-05-05

ABBV ABBVIE INC2.3K shares-7.36%2026-03-312026-05-05

IWP ISHARES TR3.8K shares2.36%2026-03-312026-05-05

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II2.0K shares0.00%2026-03-312026-05-05

COP CONOCOPHILLIPS3.8K shares0.00%2026-03-312026-05-05

META META PLATFORMS INC807 shares-0.49%2026-03-312026-05-05

FIIG FIRST TR EXCHANGE-TRADED FD21.3K shares19.95%2026-03-312026-05-05

VV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC2.7K shares-2.92%2026-03-312026-05-05

TFI SPDR SERIES TRUST9.6K sharesnew addition2026-03-312026-05-05

Sponsored

LGOV FIRST TR EXCHANGE-TRADED FD20.1K shares20.49%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR4.9K shares-0.87%2026-03-312026-05-05

ADP AUTOMATIC DATA PROCESSING IN2.1K shares-4.83%2026-03-312026-05-05

FMF FIRST TR EXCHANGE-TRADED FD8.4K shares3.30%2026-03-312026-05-05

FTA FIRST TR EXCHANGE-TRADED ALP4.5K shares-25.75%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD4.5K shares0.00%2026-03-312026-05-05

COHERENT CORP COHERENT CORP1.7K shares34.47%2026-03-312026-05-05

IWR ISHARES TR4.2K shares0.00%2026-03-312026-05-05

Sponsored

SLV ISHARES SILVER TR5.9K shares0.00%2026-03-312026-05-05

MATX MATSON INC2.5K shares-3.71%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS8.6K shares66.17%2026-03-312026-05-05

MFLX FIRST TR EXCHNG TRADED FD VI23.9K shares0.00%2026-03-312026-05-05

JBHT HUNT J B TRANS SVCS INC1.9K shares7.28%2026-03-312026-05-05

FGD FIRST TR EXCHANGE-TRADED FD12.3K shares0.00%2026-03-312026-05-05

TSLA TESLA INC1.0K shares10.50%2026-03-312026-05-05

BAC BANK AMERICA CORP7.8K shares0.00%2026-03-312026-05-05

Sponsored

BA BOEING CO1.9K shares2.64%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.8K shares-15.46%2026-03-312026-05-05

BROADCOM INC BROADCOM INC1.2K shares-11.06%2026-03-312026-05-05

PEP PEPSICO INC2.3K shares0.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS5.2K shares19.49%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION357 shares10.87%2026-03-312026-05-05

DVY ISHARES TR2.1K shares0.00%2026-03-312026-05-05

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD18.8K shares-40.13%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD6.1K shares-15.37%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC2.5K shares0.00%2026-03-312026-05-05

CB CHUBB LTD SWITZ921 shares0.00%2026-03-312026-05-05

PECO PHILLIPS EDISON & CO INC7.9K shares0.00%2026-03-312026-05-05

MINT PIMCO ETF TR2.9K shares-63.12%2026-03-312026-05-05

FJP FIRST TR EXCH TRD ALPHDX FD4.1K shares9.63%2026-03-312026-05-05

IWB ISHARES TR812 shares0.00%2026-03-312026-05-05

Sponsored

SYY SYSCO CORP4.0K shares0.00%2026-03-312026-05-05

IGF ISHARES TR4.3K shares3.63%2026-03-312026-05-05

ATLANTA BRAVES HLDGS INC ATLANTA BRAVES HLDGS INC6.0K shares0.00%2026-03-312026-05-05

O REALTY INCOME CORP4.6K shares-15.34%2026-03-312026-05-05

FEP FIRST TR EXCH TRD ALPHDX FD5.1K shares15.37%2026-03-312026-05-05

XLG INVESCO EXCHANGE TRADED FD T5.0K shares-21.09%2026-03-312026-05-05

SMA SMARTSTOP SELF STORAG REIT I9.0K sharesnew addition2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40442 shares0.00%2026-03-312026-05-05

Sponsored

FEX FIRST TR EXCHANGE-TRADED ALP2.1K shares0.00%2026-03-312026-05-05

MAS MASCO CORP4.0K shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO815 shares-4.00%2026-03-312026-05-05

EEM ISHARES TR4.6K shares-50.27%2026-03-312026-05-05

ABT ABBOTT LABORATORIES2.3K shares0.00%2026-03-312026-05-05

T AT&T INC8.1K shares-9.77%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL572 sharesnew addition2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE765 sharesnew addition2026-03-312026-05-05

Sponsored

DFAC DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-05-05

IMCG ISHARES TR2.6K shares-52.74%2026-03-312026-05-05

SPSM SPDR SERIES TRUST4.3K sharesnew addition2026-03-312026-05-05

IJJ ISHARES TR1.5K sharesnew addition2026-03-312026-05-05

LOW LOWES COS INC850 shares0.00%2026-03-312026-05-05

CION CION INVT CORP24.7K shares-40.43%2026-03-312026-05-05

OBDC BLUE OWL CAPITAL CORPORATION10.8K shares-29.80%2026-03-312026-05-05

VYX NCR VOYIX CORPORATION18.5K shares0.00%2026-03-312026-05-05

Sponsored

FSK FS KKR CAP CORP10.1K shares-33.12%2026-03-312026-05-05

DFDV DEFI DEVELOPMENT CORP17.5K sharesnew addition2026-03-312026-05-05

DEFT DEFI TECHNOLOGIES INC11.0K shares-72.50%2026-03-312026-05-05

VUSB

VANGUARD BD INDEX FDS

24.19%

Shares295.9K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

2.92%

Shares21.1K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

0.22%

Shares408.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

4.51%

Shares138.5K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR EXCHANGE-TRADED FD

-2.76%

Shares169.7K

Event2026-03-31

Filed2026-05-05

FVD

FIRST TR EXCHANGE-TRADED FD

-2.72%

Shares178.2K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

55.48%

Shares40.6K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

1.36%

Shares10.3K

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

0.00%

Shares58.2K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-1.92%

Shares10.1K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

-8.77%

Shares143.7K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-14.16%

Shares13.0K

Event2026-03-31

Filed2026-05-05

CGDG

CAPITAL GROUP DIVIDEND GROWE

-10.08%

Shares143.0K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

-4.63%

Shares75.0K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

-34.35%

Shares110.7K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-0.97%

Shares13.7K

Event2026-03-31

Filed2026-05-05

TDIV

FIRST TR EXCHANGE TRADED FD

-0.85%

Shares47.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-2.18%

Shares16.8K

Event2026-03-31

Filed2026-05-05

VTES

VANGUARD WELLINGTON FD

31.77%

Shares40.1K

Event2026-03-31

Filed2026-05-05

DBND

DOUBLELINE ETF TRUST

17.13%

Shares84.8K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-0.65%

Shares21.0K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-24.37%

Shares4.7K

Event2026-03-31

Filed2026-05-05

DIVO

AMPLIFY ETF TR

-49.80%

Shares54.5K

Event2026-03-31

Filed2026-05-05

CGCV

CAPITAL GROUP CONSERVATIVE E

310.07%

Shares79.0K

Event2026-03-31

Filed2026-05-05

FID

FIRST TR EXCHANGE TRADED FD

0.03%

Shares111.8K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

0.00%

Shares26.9K

Event2026-03-31

Filed2026-05-05

EMLP

FIRST TR EXCHANGE-TRADED FD

0.64%

Shares51.9K

Event2026-03-31

Filed2026-05-05

TFC

TRUIST FINL CORP

-4.81%

Shares48.8K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

4.74%

Shares4.7K

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

3.32%

Shares3.8K

Event2026-03-31

Filed2026-05-05

KNG

FIRST TR EXCHANGE-TRADED FD

-21.12%

Shares33.2K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares35.9K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

-43.18%

Shares20.9K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-2.10%

Shares9.5K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

-1.05%

Shares12.2K

Event2026-03-31

Filed2026-05-05

COCA COLA CO

1.68%

Shares15.2K

Event2026-03-31

Filed2026-05-05

CITIGROUP INC

9.95%

Shares10.1K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

3.92%

Shares5.3K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

103.16%

Shares14.7K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

New

Shares40.2K

Event2026-03-31

Filed2026-05-05

FDD

FIRST TR EXCHANGE-TRADED FD

0.51%

Shares59.0K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

1.72%

Shares2.2K

Event2026-03-31

Filed2026-05-05

MFSV

MFS ACTIVE EXCHANGE TRADED F

New

Shares38.3K

Event2026-03-31

Filed2026-05-05

MAGS

LISTED FDS TR

-10.30%

Shares17.5K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

1.94%

Shares4.7K

Event2026-03-31

Filed2026-05-05

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares29.6K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-27.08%

Shares4.5K

Event2026-03-31

Filed2026-05-05

CGNG

CAPITAL GROUP NEW GEOGRAPHY

New

Shares30.1K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

0.00%

Shares11.9K

Event2026-03-31

Filed2026-05-05

SCHM

SCHWAB STRATEGIC TR

8.03%

Shares29.6K

Event2026-03-31

Filed2026-05-05

HYLS

FIRST TR EXCHANGE-TRADED FD

39.07%

Shares21.2K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

-1.91%

Shares22.2K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

-3.27%

Shares8.0K

Event2026-03-31

Filed2026-05-05

PROFESIONALLY MANAGED PORTFO

-0.56%

Shares14.1K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

78.54%

Shares16.2K

Event2026-03-31

Filed2026-05-05

GLTR

ABRDN PRECIOUS METALS BASKET

143.31%

Shares3.4K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.55%

Shares2.5K

Event2026-03-31

Filed2026-05-05

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

FIXD

FIRST TR EXCHNG TRADED FD VI

17.99%

Shares15.7K

Event2026-03-31

Filed2026-05-05

FEGE

RBB FUND TRUST

New

Shares14.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

5.73%

Shares4.0K

Event2026-03-31

Filed2026-05-05

CALF

PACER FDS TR

-28.67%

Shares15.9K

Event2026-03-31

Filed2026-05-05

ICSH

ISHARES TR

207.46%

Shares13.0K

Event2026-03-31

Filed2026-05-05

FTGS

FIRST TR EXCHANGE-TRADED FD

17.01%

Shares18.9K

Event2026-03-31

Filed2026-05-05

SNDA

SONIDA SENIOR LIVING INC

New

Shares19.7K

Event2026-03-31

Filed2026-05-05

QGRO

AMERICAN CENTY ETF TR

-52.18%

Shares6.4K

Event2026-03-31

Filed2026-05-05

CEG

CONSTELLATION ENERGY CORP

9.32%

Shares2.2K

Event2026-03-31

Filed2026-05-05

DGT

SPDR SERIES TRUST

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-05

VISA INC

-1.96%

Shares2.0K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-12.10%

Shares2.1K

Event2026-03-31

Filed2026-05-05

FTCB

FIRST TR EXCHANGE-TRADED FD

24.00%

Shares27.4K

Event2026-03-31

Filed2026-05-05

FETH

FIDELITY ETHEREUM FD

86.76%

Shares27.1K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-0.90%

Shares2.3K

Event2026-03-31

Filed2026-05-05

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-05

FDT

FIRST TR EXCH TRD ALPHDX FD

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

FAAR

FIRST TR EXCHANGE TRAD FD VI

-7.38%

Shares16.2K

Event2026-03-31

Filed2026-05-05

ABBV

ABBVIE INC

-7.36%

Shares2.3K

Event2026-03-31

Filed2026-05-05

IWP

ISHARES TR

2.36%

Shares3.8K

Event2026-03-31

Filed2026-05-05

QTEC

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05