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The Analysis of Bravera Wealth's Holdings & P&L

Currently, Bravera Wealth holds 410 types of securities in its portfolio with a total value $222.0M. In the most recent quarter, they have increased their positions in VTV (+10.3K shares, valued at $2.0M), SUB (+18.7K shares, valued at $2.0M), VOO (+3.3K shares, valued at $1.9M); decreased their positions in SDY (-3.1K shares, valued at $459.6K), VIG (-1.6K shares, valued at $334.4K), SCHD (-10.3K shares, valued at $316.8K); initiated new positions in SUB (+18.7K shares, valued at $2.0M), IWV (+3.1K shares, valued at $1.1M), AGG (+9.5K shares, valued at $944.9K).

1M P&L

+3.3M+1.36%

3M P&L

+9.9M+4.24%

HY P&L

+4.0M+1.66%

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/A184.7M

83.2%

2Software - Infrastructure5.6M

2.5%

3Consumer Electronics2.8M

1.3%

Top Industries by Stock Count

1N/A116 stocks

28.3%

2Utilities - Regulated Electric14 stocks

3.4%

3Banks - Regional14 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO Vanguard 500 Index ETF73.6K shares4.63%2026-03-312026-04-22

SCHG Schwab U.S. Large-Cap Growth ETF342.5K shares16.40%2026-03-312026-04-22

VTV Vanguard Value Index ETF49.3K shares26.40%2026-03-312026-04-22

FENI Fidelity Enhanced International ETF202.4K shares13.16%2026-03-312026-04-22

FSMD Fidelity SMID Multifactor ETF150.4K shares20.22%2026-03-312026-04-22

SDVY First Trust SMID Cap Rising Dividend Achievers ETF144.6K shares15.19%2026-03-312026-04-22

AVUV Avantis U.S. Small Cap Value ETF50.0K shares12.89%2026-03-312026-04-22

MSFT Microsoft Corp14.9K shares-2.92%2026-03-312026-04-22

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RDVY First Trust Rising Dividend Achievers ETF78.6K shares18.97%2026-03-312026-04-22

FNDX Schwab Fundamental U.S. Large Company ETF191.6K shares21.29%2026-03-312026-04-22

CGDV Capital Group Dividend Value ETF124.2K shares18.61%2026-03-312026-04-22

VIG Vanguard Dividend Appreciation ETF22.7K shares-6.40%2026-03-312026-04-22

VEA Vanguard Developed Markets Index FTSE ETF75.7K shares16.50%2026-03-312026-04-22

AUSF Global X Adaptive U.S. Factor ETF100.3K shares17.05%2026-03-312026-04-22

SDY SPDR S&P Dividend ETF28.7K shares-9.88%2026-03-312026-04-22

CGGR Capital Group Growth ETF96.6K shares16.84%2026-03-312026-04-22

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SCHD Schwab U.S. Dividend Equity ETF109.1K shares-8.64%2026-03-312026-04-22

VOT Vanguard Mid-Cap Growth ETF12.9K shares17.04%2026-03-312026-04-22

EMXC iShares MSCI Emerging Markets Ex China ETF42.0K shares14.63%2026-03-312026-04-22

VBK Vanguard Small-Cap Growth ETF10.9K shares18.60%2026-03-312026-04-22

GLD SPDR Gold Trust ETF6.7K shares12.18%2026-03-312026-04-22

FNDC Schwab Fundamental International Small Equity ETF61.6K shares9.95%2026-03-312026-04-22

AAPL Apple Inc11.0K shares2.68%2026-03-312026-04-22

VWO Vanguard International FTSE Emerging Markets ETF41.1K shares11.22%2026-03-312026-04-22

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AIQ Global X Funds Artificial Intelligence & Technology ETF44.2K shares10.13%2026-03-312026-04-22

QTUM Defiance Quantum ETF18.8K shares7.67%2026-03-312026-04-22

XLU Utilities Select Sector SPDR ETF43.4K shares28.42%2026-03-312026-04-22

SUB iShares Short-Term National Muni Bond ETF18.7K sharesnew addition2026-03-312026-04-22

ARKK ARK Innovation ETF29.1K shares22.89%2026-03-312026-04-22

VUG Vanguard Growth Index ETF4.2K shares47.58%2026-03-312026-04-22

SCHY Schwab International Dividend Equity ETF57.8K shares-12.24%2026-03-312026-04-22

CIBR First Trust NASDAQ Cybersecurity ETF29.1K shares18.25%2026-03-312026-04-22

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CATH Global X S&P 500 Catholic Values ETF19.7K shares0.00%2026-03-312026-04-22

ASEA Global X FTSE Southeast Asia ETF73.0K shares9.72%2026-03-312026-04-22

EWZ iShares MSCI Brazil ETF36.5K shares11.59%2026-03-312026-04-22

VXUS Vanguard Total International Stock Index ETF16.3K shares38.23%2026-03-312026-04-22

VO Vanguard Mid-Cap Index ETF4.0K shares40.57%2026-03-312026-04-22

IWV iShares Russell 3000 ETF3.1K sharesnew addition2026-03-312026-04-22

CAT Caterpillar Inc1.5K shares0.00%2026-03-312026-04-22

XOM Exxon Mobil Corp5.9K shares-2.36%2026-03-312026-04-22

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JPM JPMorgan Chase & Co3.3K shares4.34%2026-03-312026-04-22

GOOGL Alphabet GOOGL Cl A3.3K shares-1.04%2026-03-312026-04-22

NVDA Nvidia Corp5.5K shares19.87%2026-03-312026-04-22

AGG iShares Core U.S. Aggregate Bond ETF9.5K sharesnew addition2026-03-312026-04-22

MUNI PIMCO Intermediate Municipal Bond ETF17.2K shares607.71%2026-03-312026-04-22

PULS PGIM Ultra Short Bond ETF15.2K shares63.45%2026-03-312026-04-22

IEFA iShares Core MSCI EAFE ETF8.1K shares384.86%2026-03-312026-04-22

JNJ Johnson & Johnson Co2.9K shares-9.84%2026-03-312026-04-22

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IVV iShares S&P 500 Core ETF1.0K shares12.37%2026-03-312026-04-22

CVX Chevron Corp3.3K shares1.49%2026-03-312026-04-22

AVGO Broadcom Inc2.1K shares8.91%2026-03-312026-04-22

AMZN Amazon.com Inc2.9K shares12.13%2026-03-312026-04-22

VZ Verizon Communications11.8K shares-1.83%2026-03-312026-04-22

VB Vanguard Small-Cap Index ETF2.1K shares38.21%2026-03-312026-04-22

ABBV Abbvie Inc2.4K shares-0.49%2026-03-312026-04-22

MRK Merck & Co Inc4.1K shares-4.29%2026-03-312026-04-22

Sponsored

OTTR Otter Tail Corp5.4K shares12.50%2026-03-312026-04-22

VTEB Vanguard Tax-Exempt Bond ETF9.3K shares654.80%2026-03-312026-04-22

UNP Union Pacific Corp1.9K shares3.00%2026-03-312026-04-22

COP Conoco Phillips3.4K shares-2.38%2026-03-312026-04-22

USB US Bancorp8.2K shares4.91%2026-03-312026-04-22

XEL Xcel Energy Inc5.4K shares0.00%2026-03-312026-04-22

CSCO Cisco Systems Inc5.3K shares0.00%2026-03-312026-04-22

VRIG Invesco Variable Rate Investment Grade ETF16.0K shares-9.12%2026-03-312026-04-22

Sponsored

PM Philip Morris International Inc2.4K shares0.00%2026-03-312026-04-22

WMB The Williams Companies Inc5.3K shares0.00%2026-03-312026-04-22

WMT WalMart Inc3.0K shares7.15%2026-03-312026-04-22

WM Waste Management Inc1.6K shares-1.85%2026-03-312026-04-22

EFA iShares MSCI EAFE ETF3.7K shares1570.09%2026-03-312026-04-22

PG Procter & Gamble Co2.5K shares-9.29%2026-03-312026-04-22

AMP Ameriprise Financial Inc.777 shares-10.28%2026-03-312026-04-22

HON Honeywell International Inc1.5K shares35.92%2026-03-312026-04-22

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META Meta Platforms Inc597 shares13.07%2026-03-312026-04-22

MCD McDonald's Corp1.1K shares-4.71%2026-03-312026-04-22

IYW iShares U.S. Technology ETF1.8K shares0.00%2026-03-312026-04-22

PEP Pepsico Inc2.1K shares-5.03%2026-03-312026-04-22

T AT&T Inc11.0K shares0.73%2026-03-312026-04-22

JCPB JPMorgan Core Plus Bond ETF6.7K shares27.20%2026-03-312026-04-22

V Visa Inc1.0K shares6.66%2026-03-312026-04-22

KRE SPDR KBW Regional Banking ETF4.8K shares5.22%2026-03-312026-04-22

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BND Vanguard Total Bond Market Index Fund ETF4.0K sharesnew addition2026-03-312026-04-22

RTX RTX Corporation1.5K shares-1.82%2026-03-312026-04-22

BNDX Vanguard Total International Bond Index ETF6.0K sharesnew addition2026-03-312026-04-22

AEP American Electric Power Co2.1K shares-1.76%2026-03-312026-04-22

DLR Digital Realty Trust Inc1.5K shares0.00%2026-03-312026-04-22

NVS Novartis AG1.7K shares-1.38%2026-03-312026-04-22

NEE NextEra Energy Inc2.8K shares-4.38%2026-03-312026-04-22

LMT Lockheed Martin Corp427 shares-16.44%2026-03-312026-04-22

Sponsored

MS Morgan Stanley1.6K shares2.78%2026-03-312026-04-22

MDT Medtronic PLC2.9K shares-3.14%2026-03-312026-04-22

QCOM Qualcomm Inc1.9K shares-11.90%2026-03-312026-04-22

DHR Danaher Corporation1.3K shares2.91%2026-03-312026-04-22

DGX Quest Diagnostics Corp1.2K shares-0.83%2026-03-312026-04-22

PLD Prologis Inc1.8K shares-3.87%2026-03-312026-04-22

MO Altria Group Inc3.5K shares0.00%2026-03-312026-04-22

IJH iShares Core S&P Mid-Cap ETF3.3K shares-11.95%2026-03-312026-04-22

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ALL Allstate Corp1.1K shares13.31%2026-03-312026-04-22

KNF Knife River Corp2.5K shares6.28%2026-03-312026-04-22

EEM MSCI Emerging Market Index ETF3.6K sharesnew addition2026-03-312026-04-22

HD Home Depot Inc609 shares47.82%2026-03-312026-04-22

HBAN Huntington Bancshares Inc12.5K shares15.68%2026-03-312026-04-22

TRP TC Energy Corp3.1K shares-2.01%2026-03-312026-04-22

IBM IBM Corp802 shares0.00%2026-03-312026-04-22

IYG iShares U.S. Financial Services ETF2.3K shares0.00%2026-03-312026-04-22

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GOOG Alphabet GOOGL Cl C660 shares63.37%2026-03-312026-04-22

KO Coca-Cola Company2.5K shares-3.19%2026-03-312026-04-22

PSX Phillips 66 Corp1.0K shares0.00%2026-03-312026-04-22

GDX VanEck Gold Miners ETF2.0K shares22.98%2026-03-312026-04-22

MDU MDU Resources Group8.7K shares7.38%2026-03-312026-04-22

SCHF Schwab International Equity ETF7.3K shares6.42%2026-03-312026-04-22

IWR iShares Russell Mid-Cap ETF1.8K shares-1.88%2026-03-312026-04-22

BUFR First Trust Vest Laddered Buffer ETF5.2K shares0.00%2026-03-312026-04-22

Sponsored

TSLA Tesla Inc467 shares0.00%2026-03-312026-04-22

VDE Vanguard Energy ETF983 shares9.22%2026-03-312026-04-22

COST Costco Wholesale Corp169 shares0.00%2026-03-312026-04-22

SBUX Starbucks Corp1.9K shares191.91%2026-03-312026-04-22

GLW Corning Inc.1.2K shares-29.58%2026-03-312026-04-22

FITB Fifth Third Bancorp3.4K shares-6.54%2026-03-312026-04-22

DOW DOW Inc3.8K shares66.71%2026-03-312026-04-22

FJUL First Trust Vest U.S. Equity Buffer ETF - July2.9K shares0.00%2026-03-312026-04-22

Sponsored

APD Air Products & Chemicals Inc531 shares-11.20%2026-03-312026-04-22

SIVR Abrdn Silver ETF2.1K shares0.00%2026-03-312026-04-22

IEMG iShares Core MSCI Emerging Markets ETF2.2K shares191.39%2026-03-312026-04-22

DUK Duke Energy Corp1.2K shares0.52%2026-03-312026-04-22

FLOT iShares Floating Rate Bond ETF2.9K shares-21.26%2026-03-312026-04-22

HYMB SPDR Nuveen Ice High Yield Municipal Bond ETF6.0K shares647.57%2026-03-312026-04-22

CB Chubb Limited456 shares0.00%2026-03-312026-04-22

NSC Norfolk Southern Corp508 shares0.00%2026-03-312026-04-22

Sponsored

TMO Thermo Fisher Scientific Inc296 shares-3.58%2026-03-312026-04-22

EWJ iShares MSCI Japan ETF1.7K shares0.00%2026-03-312026-04-22

ENB Enbridge Inc2.6K shares-10.88%2026-03-312026-04-22

BKNG Booking Holdings Inc33 shares0.00%2026-03-312026-04-22

ETN Eaton Corporation PLC386 shares-0.52%2026-03-312026-04-22

BRK.B Berkshire Hathaway Inc Class B285 shares0.00%2026-03-312026-04-22

PAVE Global X Funds U.S. Infrastructure Development ETF2.7K shares0.00%2026-03-312026-04-22

EFV iShares MSCI EAFE Value ETF1.8K shares0.00%2026-03-312026-04-22

Sponsored

KMI Kinder Morgan Inc4.0K shares0.00%2026-03-312026-04-22

IAU iShares Gold Trust1.5K shares0.00%2026-03-312026-04-22

TFC Truist Financial Corp2.8K shares-7.51%2026-03-312026-04-22

MUB iShares National Municipal Bond ETF1.2K shares0.00%2026-03-312026-04-22

UNH UnitedHealth Group Inc473 shares7.01%2026-03-312026-04-22

TEL TE Connectivity PLC596 shares0.00%2026-03-312026-04-22

TGT Target Corp1.0K shares445.70%2026-03-312026-04-22

SCZ iShares MSCI EAFE Small Cap Index ETF1.5K shares0.00%2026-03-312026-04-22

Sponsored

TRV The Travelers Companies, Inc.410 shares0.00%2026-03-312026-04-22

INTC Intel Corp2.7K shares0.00%2026-03-312026-04-22

PRU Prudential Inc.1.2K shares0.00%2026-03-312026-04-22

NOC Northrop Grumman Corp169 shares-11.05%2026-03-312026-04-22

BX Blackstone Inc988 shares45.72%2026-03-312026-04-22

FDX FedEx Corp317 shares0.00%2026-03-312026-04-22

ECL Ecolab Inc424 shares30.06%2026-03-312026-04-22

BP BP plc2.4K shares0.00%2026-03-312026-04-22

Sponsored

XLI Industrials Select Sector SPDR ETF688 shares0.00%2026-03-312026-04-22

BMY Bristol-Myers Squibb Co1.8K shares0.00%2026-03-312026-04-22

CRM Salesforce Inc586 shares14.68%2026-03-312026-04-22

VNQ Vanguard Real Estate ETF1.1K sharesnew addition2026-03-312026-04-22

ACN Accenture Plc504 shares316.53%2026-03-312026-04-22

BAC Bank of America Corp2.0K shares0.00%2026-03-312026-04-22

HAS Hasbro Inc964 shares-12.76%2026-03-312026-04-22

IJR iShares S&P Small-Cap 600 Index ETF725 shares-14.61%2026-03-312026-04-22

Sponsored

NBIS Nebius Group862 shares0.00%2026-03-312026-04-22

SNA Snap-On Inc238 shares-11.85%2026-03-312026-04-22

PNC PNC Financial Services Group Inc409 shares0.00%2026-03-312026-04-22

ESGU iShares ESG Aware MSCI USA ETF591 shares0.00%2026-03-312026-04-22

BA Boeing Company418 shares0.00%2026-03-312026-04-22

XLV Health Care Select Sector SPDR ETF553 shares0.00%2026-03-312026-04-22

CMI Cummins Inc146 shares1985.71%2026-03-312026-04-22

URI United Rentals Inc107 shares0.00%2026-03-312026-04-22

Sponsored

FVD First Trust Value Line Dividend ETF1.6K shares0.00%2026-03-312026-04-22

IWS iShares Russell Mid-Cap Value ETF497 shares8.52%2026-03-312026-04-22

CEG Constellation Energy Corp247 shares65.77%2026-03-312026-04-22

SPY SPDR S&P 500 ETF106 shares0.00%2026-03-312026-04-22

IUSB iShares Core Total Bond Market ETF1.5K shares0.00%2026-03-312026-04-22

GRID First Trust Clean Edge Smart Grid Infrastructure Index ETF405 shares44.64%2026-03-312026-04-22

PPLT Abrdn Platinum ETF365 shares0.00%2026-03-312026-04-22

PYPL PayPal Holdings Inc1.4K shares120.92%2026-03-312026-04-22

Sponsored

RSP Invesco S&P 500 Equal Weight Energy ETF330 shares0.00%2026-03-312026-04-22

IYE iShares U.S. Energy ETF969 shares0.00%2026-03-312026-04-22

VXF Vanguard Extended Market Index ETF294 shares-0.68%2026-03-312026-04-22

SO The Southern Company600 shares0.00%2026-03-312026-04-22

QQQ Invesco QQQ Trust100 shares0.00%2026-03-312026-04-22

GS Goldman Sachs Group68 shares0.00%2026-03-312026-04-22

AIVL WisdomTree U.S. AI Enhanced Value ETF488 shares0.00%2026-03-312026-04-22

IEI iShares 3-7 Year Treasury Bond ETF472 sharesnew addition2026-03-312026-04-22

Sponsored

MBB iShares MBS ETF545 shares220.59%2026-03-312026-04-22

ADBE Adobe Inc208 shares210.45%2026-03-312026-04-22

FAST Fastenal Co1.1K shares0.00%2026-03-312026-04-22

CSR IRET Centerspace Corp868 shares0.00%2026-03-312026-04-22

IDV iShares Dow Jones International Select Dividend Index ETF1.2K shares0.00%2026-03-312026-04-22

ZTS Zoetis Inc417 shares105.42%2026-03-312026-04-22

GOVT iShares U.S. Treasury Bond ETF2.2K shares0.00%2026-03-312026-04-22

LLY Eli Lilly & Co53 shares65.63%2026-03-312026-04-22

Sponsored

AMT American Tower Corp274 shares275.34%2026-03-312026-04-22

FTV Fortive Corp804 shares0.00%2026-03-312026-04-22

IWM iShares Russell 2000 ETF177 shares-48.99%2026-03-312026-04-22

GEV GE Vernova Inc50 shares127.27%2026-03-312026-04-22

HYDB iShares High Yield Systematic Bond ETF938 shares35.35%2026-03-312026-04-22

MCK McKesson Corp50 shares0.00%2026-03-312026-04-22

AIRR First Trust American Industrial Renaissance ETF385 shares92.50%2026-03-312026-04-22

ITOT iShares S&P Total U.S. Stock Market ETF296 shares0.00%2026-03-312026-04-22

Sponsored

MMM 3M Company290 shares0.00%2026-03-312026-04-22

AG First Majestic Silver Corp1.9K shares0.00%2026-03-312026-04-22

TSM Taiwan Semiconductor119 shares0.00%2026-03-312026-04-22

NFLX Netflix Inc410 shares10.81%2026-03-312026-04-22

CTVA Corteva Inc.466 shares0.00%2026-03-312026-04-22

D Dominion Energy Inc616 shares608.05%2026-03-312026-04-22

EVRG Evergy Inc461 shares11.35%2026-03-312026-04-22

ABT Abbott Labs365 shares-5.93%2026-03-312026-04-22

Sponsored

GIS General Mills973 shares53.71%2026-03-312026-04-22

SWX Southwest Gas Holdings Inc397 shares0.00%2026-03-312026-04-22

C Citigroup Inc302 shares0.00%2026-03-312026-04-22

SCHP Schwab U.S. TIPS ETF1.2K shares1.14%2026-03-312026-04-22

WFC Wells Fargo & Co415 shares0.00%2026-03-312026-04-22

APH Amphenol Corp258 shares0.00%2026-03-312026-04-22

FBIN Fortune Brands Innovations Inc833 shares-3.59%2026-03-312026-04-22

PNW Pinnacle West Capital Corp320 shares0.00%2026-03-312026-04-22

Sponsored

ELV Elevance Health Inc110 shares-12.00%2026-03-312026-04-22

ULTA Ulta Beauty Inc60 shares53.85%2026-03-312026-04-22

DFIS Dimensional International Small Cap ETF914 shares-0.22%2026-03-312026-04-22

EMLC VanEck J.P. Morgan EM Local Currency Bond ETF1.2K sharesnew addition2026-03-312026-04-22

ANET Arista Networks Inc238 shares240.00%2026-03-312026-04-22

ISRG Intuitive Surgical Inc63 shares142.31%2026-03-312026-04-22

EOG EOG Resources, Inc.200 shares0.00%2026-03-312026-04-22

B Barrick Mining Corp670 shares225.24%2026-03-312026-04-22

Sponsored

PFE Pfizer Inc971 shares0.00%2026-03-312026-04-22

XLK SPDR Sector Technology ETF200 shares-71.83%2026-03-312026-04-22

VLTO Veralto Corp299 shares0.00%2026-03-312026-04-22

UBER Uber Technologies Inc361 shares31.75%2026-03-312026-04-22

CARR Carrier Global Corp460 shares0.00%2026-03-312026-04-22

MDLZ Mondelez International Inc420 shares-20.30%2026-03-312026-04-22

ADI Analog Devices Inc76 shares137.50%2026-03-312026-04-22

MNST Monster Beverage Corp321 shares-11.81%2026-03-312026-04-22

Sponsored

AMD Advanced Micro Devices Inc114 shares-9.52%2026-03-312026-04-22

VMC Vulcan Materials Co84 shares0.00%2026-03-312026-04-22

LNG Cheniere Energy Inc80 shares515.38%2026-03-312026-04-22

SLB SLB Limited434 shares0.00%2026-03-312026-04-22

KMB Kimberly Clark Corp230 shares0.00%2026-03-312026-04-22

CHD Church & Dwight Inc235 shares0.00%2026-03-312026-04-22

SPOT Spotify Technology SA45 shares246.15%2026-03-312026-04-22

DD Dupont DeNemours Inc.466 shares-44.66%2026-03-312026-04-22

Sponsored

SPYM State Street SPDR S&P 500 ETF276 shares0.00%2026-03-312026-04-22

FALN iShares Fallen Angels Bond ETF734 shares0.00%2026-03-312026-04-22

OUNZ VanEck Merk Gold ETF429 sharesnew addition2026-03-312026-04-22

XPO XPO Inc99 sharesnew addition2026-03-312026-04-22

VRT Vertiv Holdings Co76 sharesnew addition2026-03-312026-04-22

ROST Ross Stores Inc84 shares0.00%2026-03-312026-04-22

CPB The Campbell's Company800 shares-9.30%2026-03-312026-04-22

NOW ServiceNow Inc170 shares385.71%2026-03-312026-04-22

Sponsored

IBB iShares Biotechnology ETF105 shares0.00%2026-03-312026-04-22

OTIS Otis Worldwide Corp230 shares0.00%2026-03-312026-04-22

LIN Linde Plc35 shares-49.28%2026-03-312026-04-22

F Ford Motor Co1.5K shares25.00%2026-03-312026-04-22

GE General Electric Co60 shares-13.04%2026-03-312026-04-22

CBRE CBRE Group Inc122 shares0.00%2026-03-312026-04-22

EFG iShares MSCI EAFE Growth ETF147 shares0.00%2026-03-312026-04-22

TDG Transdigm Group Inc14 shares75.00%2026-03-312026-04-22

Sponsored

OIH VanEck Oil Services ETF40 sharesnew addition2026-03-312026-04-22

MPC Marathon Petroleum Corp66 shares0.00%2026-03-312026-04-22

CDNS Cadence Design Systems Inc58 shares480.00%2026-03-312026-04-22

RAAX VanEck Real Assets ETF394 sharesnew addition2026-03-312026-04-22

CAG Conagra Brands Inc1.0K shares0.00%2026-03-312026-04-22

BSX Boston Scientific Corp250 shares79.86%2026-03-312026-04-22

VRTX Vertex Pharmaceuticals Inc35 shares169.23%2026-03-312026-04-22

PANW Palo Alto Networks Inc97 shares148.72%2026-03-312026-04-22

Sponsored

CMDY iShares U.S. Bloomberg Roll Select Commodity ETF257 shares0.00%2026-03-312026-04-22

ZETA Zeta Global Holdings Corp957 shares0.00%2026-03-312026-04-22

DDOG Datadog Inc128 sharesnew addition2026-03-312026-04-22

VFH Vanguard Financials Index ETF122 shares0.00%2026-03-312026-04-22

EXC Exelon Corp295 shares321.43%2026-03-312026-04-22

TIP iShares Barclays TIPS Bond Fund131 shares0.00%2026-03-312026-04-22

CP Canadian Pacific Kansas City Ltd177 sharesnew addition2026-03-312026-04-22

SCHW Charles Schwab Corp147 shares-28.99%2026-03-312026-04-22

Sponsored

OKTA Okta Inc174 sharesnew addition2026-03-312026-04-22

ESGE iShares ESG Aware MSCI EM ETF290 shares0.00%2026-03-312026-04-22

CNP CenterPoint Energy Inc300 shares0.00%2026-03-312026-04-22

JCI Johnson Controls Intl PLC95 shares0.00%2026-03-312026-04-22

DXCM Dexcom Inc196 sharesnew addition2026-03-312026-04-22

ACVF American Conservative Values ETF255 sharesnew addition2026-03-312026-04-22

SPGI S&P Global Inc28 shares366.67%2026-03-312026-04-22

WWD Woodward Inc33 shares0.00%2026-03-312026-04-22

Sponsored

IXN iShares Global Technology ETF118 shares0.00%2026-03-312026-04-22

KLAC KLA Corp8 shares0.00%2026-03-312026-04-22

MKSI MKS Inc50 shares0.00%2026-03-312026-04-22

MPLX Mplx Lp200 shares-11.89%2026-03-312026-04-22

NBIX Neurocrine Biosciences Inc84 sharesnew addition2026-03-312026-04-22

VBR Vanguard Small-Cap Value ETF50 sharesnew addition2026-03-312026-04-22

CAH Cardinal Health Inc50 shares0.00%2026-03-312026-04-22

CMG Chipotle Mexican Grill Inc307 shares53.50%2026-03-312026-04-22

Sponsored

IWD iShares Russell 1000 Value ETF45 shares-2.17%2026-03-312026-04-22

CPAY Corpay Inc33 sharesnew addition2026-03-312026-04-22

MU Micron Technology Inc28 shares0.00%2026-03-312026-04-22

FCNCA First Citizens Bancshares Inc5 shares0.00%2026-03-312026-04-22

TEM Tempus AI Inc207 shares0.00%2026-03-312026-04-22

ASML ASML Holding NV7 shares0.00%2026-03-312026-04-22

VLUE iShares MSCI U.S. Value Factor ETF65 shares0.00%2026-03-312026-04-22

BTI British American Tobacco PLC158 shares0.00%2026-03-312026-04-22

Sponsored

HOOD Robinhood Markets Inc132 shares0.00%2026-03-312026-04-22

ORCL Oracle Corp62 sharesnew addition2026-03-312026-04-22

BCS Barclays PLC427 shares0.00%2026-03-312026-04-22

ICE Intercontinental Exchange Inc57 shares-58.99%2026-03-312026-04-22

WDC Western Digital Corp33 shares0.00%2026-03-312026-04-22

NWG NatWest Group plc593 shares0.00%2026-03-312026-04-22

PNR Pentair PLC100 shares0.00%2026-03-312026-04-22

TSCO Tractor Supply Co186 sharesnew addition2026-03-312026-04-22

Sponsored

FORM FormFactor Inc86 shares0.00%2026-03-312026-04-22

MOG.A Moog Inc Class A28 shares0.00%2026-03-312026-04-22

HWM Howmet Aerospace Inc35 shares0.00%2026-03-312026-04-22

MUFG Mitsubishi UFJ Financial Group475 shares0.00%2026-03-312026-04-22

HII Huntington Ingalls Industries Inc21 shares0.00%2026-03-312026-04-22

IHE iShares Dow Jones U.S. Pharmaceuticals ETF92 shares0.00%2026-03-312026-04-22

TT Trane Technologies plc18 shares0.00%2026-03-312026-04-22

DG Dollar General Corp61 shares0.00%2026-03-312026-04-22

Sponsored

MEDP Medpace Holdings Inc15 shares0.00%2026-03-312026-04-22

BDX Becton Dickinson and Co45 shares0.00%2026-03-312026-04-22

PCAR Paccar Inc61 shares-29.07%2026-03-312026-04-22

MBC Masterbrand Inc833 shares0.00%2026-03-312026-04-22

FCX Freeport McMoRan Copper & Gold117 shares0.00%2026-03-312026-04-22

NGG National Grid plc78 shares0.00%2026-03-312026-04-22

TLH iShares Barclays 10-20 Year Treasury Bond Fund ETF65 shares0.00%2026-03-312026-04-22

TECK Teck Resources Limited120 shares0.00%2026-03-312026-04-22

Sponsored

O Realty Income Corporation100 sharesnew addition2026-03-312026-04-22

J Jacobs Solutions Inc48 shares-43.53%2026-03-312026-04-22

VST Vistra Corp40 shares0.00%2026-03-312026-04-22

DINO HF Sinclair Corp96 shares0.00%2026-03-312026-04-22

RJF Raymond James Financial Inc41 shares0.00%2026-03-312026-04-22

CRUS Cirrus Logic Inc41 shares0.00%2026-03-312026-04-22

LHX L3Harris Technologies Inc17 shares0.00%2026-03-312026-04-22

MRVL Marvell Technology Inc59 shares0.00%2026-03-312026-04-22

Sponsored

MPWR Monolithic Power System Inc5 shares0.00%2026-03-312026-04-22

WBS Webster Financial Corp76 shares0.00%2026-03-312026-04-22

EPD Enterprise Products Partners L.P.135 sharesnew addition2026-03-312026-04-22

HXL Hexcel Corp63 shares0.00%2026-03-312026-04-22

UBS UBS Group AG132 shares-9.59%2026-03-312026-04-22

AME Ametek Inc23 shares-34.29%2026-03-312026-04-22

AXP American Express Co16 shares-36.00%2026-03-312026-04-22

TTD The Trade Desk Inc208 shares1980.00%2026-03-312026-04-22

Sponsored

DRI Darden Restaurants Inc24 shares0.00%2026-03-312026-04-22

ING ING Group180 shares0.00%2026-03-312026-04-22

WCC Wesco International Inc17 shares0.00%2026-03-312026-04-22

ALB Albemarle Corp25 shares-41.86%2026-03-312026-04-22

AKAM Akamai Technologies Inc39 shares0.00%2026-03-312026-04-22

HOLX Hologic Inc59 shares-6.35%2026-03-312026-04-22

NVO Novo Nordisk A/S121 shares-33.88%2026-03-312026-04-22

SAN Banco Santander SA392 shares0.00%2026-03-312026-04-22

Sponsored

MNDY Monday.com Ltd63 sharesnew addition2026-03-312026-04-22

CACI Caci International Inc8 shares0.00%2026-03-312026-04-22

SEE Sealed Air Corp103 shares0.00%2026-03-312026-04-22

WTFC Wintrust Financial Corp31 shares0.00%2026-03-312026-04-22

CMCSA Comcast Corp149 shares0.00%2026-03-312026-04-22

ON ON Semiconductor Corp69 shares0.00%2026-03-312026-04-22

MCHP Microchip Technology Inc65 shares0.00%2026-03-312026-04-22

EA Electronic Arts Inc20 shares0.00%2026-03-312026-04-22

Sponsored

FE First Energy Corp80 sharesnew addition2026-03-312026-04-22

IHG InterContinental Hotels Group30 shares0.00%2026-03-312026-04-22

CRL Charles River Laboratories International Inc23 shares0.00%2026-03-312026-04-22

DIS Disney Walt Co41 shares-84.35%2026-03-312026-04-22

BIO Bio-Rad Laboratories Inc14 shares0.00%2026-03-312026-04-22

HLI Houlihan Lokey Inc27 shares-12.90%2026-03-312026-04-22

EWBC East West Bancorp Inc36 shares0.00%2026-03-312026-04-22

AROC Archrock Inc107 shares-54.85%2026-03-312026-04-22

Sponsored

E Eni S.p.A.65 shares-55.48%2026-03-312026-04-22

SON Sonoco Products Co67 shares0.00%2026-03-312026-04-22

BAM Brookfield Asset Management Ltd81 shares-18.18%2026-03-312026-04-22

NDSN Nordson Corp13 shares0.00%2026-03-312026-04-22

DHI D.R. Horton Inc25 shares0.00%2026-03-312026-04-22

WEX WEX Inc22 shares0.00%2026-03-312026-04-22

HPE Hewlett Packard Enterprise Co141 shares-22.10%2026-03-312026-04-22

THO Thor Industries Inc42 shares-26.32%2026-03-312026-04-22

Sponsored

CSX CSX Corp81 shares0.00%2026-03-312026-04-22

EMN Eastman Chemical Co42 shares0.00%2026-03-312026-04-22

STX Seagate Technology Holdings plc8 shares0.00%2026-03-312026-04-22

RIO Rio Tinto PLC33 shares0.00%2026-03-312026-04-22

R Ryder System Inc15 shares-53.13%2026-03-312026-04-22

GEO Geo Group Inc179 shares0.00%2026-03-312026-04-22

GATX GATX Corp17 shares-50.00%2026-03-312026-04-22

MFG Mizuho Financial Group Inc363 shares-47.31%2026-03-312026-04-22

Sponsored

CFR Cullen Frost Bankers Inc21 shares0.00%2026-03-312026-04-22

AIG American International Group Inc37 shares0.00%2026-03-312026-04-22

CW Curtiss-Wright Corp4 shares0.00%2026-03-312026-04-22

KB KB Financial Group Inc27 shares0.00%2026-03-312026-04-22

ROK Rockwell International Corp7 shares0.00%2026-03-312026-04-22

WY Weyerhaeuser100 shares0.00%2026-03-312026-04-22

EIX Edison International33 shares0.00%2026-03-312026-04-22

GBCI Glacier Bancorp Inc54 shares0.00%2026-03-312026-04-22

Sponsored

LH Labcorp Holdings Inc9 shares-68.97%2026-03-312026-04-22

FMX Fomento Economico Mexicano SAB de CV21 shares0.00%2026-03-312026-04-22

CG Carlyle Group Inc48 shares0.00%2026-03-312026-04-22

CF CF Industries Holdings Inc17 shares-75.71%2026-03-312026-04-22

HLT Hilton Worldwide Holdings Inc7 shares0.00%2026-03-312026-04-22

PCG PG&E Corporation120 shares0.00%2026-03-312026-04-22

SG Sweetgreen Inc406 shares0.00%2026-03-312026-04-22

GIL Gildan Activewear Inc37 shares-28.85%2026-03-312026-04-22

Sponsored

RGA Reinsurance Group of America Inc10 shares-67.74%2026-03-312026-04-22

VMI Valmont Industries Inc5 shares-61.54%2026-03-312026-04-22

BWA Borgwarner Inc36 shares-64.00%2026-03-312026-04-22

CNC Centene Corp58 shares0.00%2026-03-312026-04-22

CPRT Copart Inc46 shares-82.84%2026-03-312026-04-22

INTU Intuit Corp3 shares-50.00%2026-03-312026-04-22

GM General Motors Co16 shares-74.19%2026-03-312026-04-22

FWONK Liberty Formula One Group13 shares-81.94%2026-03-312026-04-22

Sponsored

VOD Vodafone Group Plc71 shares0.00%2026-03-312026-04-22

EXPD Expeditors International of Washington Inc7 shares-75.00%2026-03-312026-04-22

MA Mastercard Inc2 shares-95.00%2026-03-312026-04-22

LDOS Leidos Holdings Inc6 shares-72.73%2026-03-312026-04-22

WBD Warner Bros Discovery Inc28 shares0.00%2026-03-312026-04-22

SPG Simon Property Group Inc3 sharesnew addition2026-03-312026-04-22

AVB Avalonbay Communities Inc3 sharesnew addition2026-03-312026-04-22

SIRI Sirius XM Holdings Inc18 shares0.00%2026-03-312026-04-22

Sponsored

SOLS Solstice Advanced Materials Inc1 shares-80.00%2026-03-312026-04-22

ACB Aurora Cannabis Inc2 shares0.00%2026-03-312026-04-22

VOO

Vanguard 500 Index ETF

4.63%

Shares73.6K

Event2026-03-31

Filed2026-04-22

SCHG

Schwab U.S. Large-Cap Growth ETF

16.40%

Shares342.5K

Event2026-03-31

Filed2026-04-22

VTV

Vanguard Value Index ETF

26.40%

Shares49.3K

Event2026-03-31

Filed2026-04-22

FENI

Fidelity Enhanced International ETF

13.16%

Shares202.4K

Event2026-03-31

Filed2026-04-22

FSMD

Fidelity SMID Multifactor ETF

20.22%

Shares150.4K

Event2026-03-31

Filed2026-04-22

SDVY

First Trust SMID Cap Rising Dividend Achievers ETF

15.19%

Shares144.6K

Event2026-03-31

Filed2026-04-22

AVUV

Avantis U.S. Small Cap Value ETF

12.89%

Shares50.0K

Event2026-03-31

Filed2026-04-22

MSFT

Microsoft Corp

-2.92%

Shares14.9K

Event2026-03-31

Filed2026-04-22

RDVY

First Trust Rising Dividend Achievers ETF

18.97%

Shares78.6K

Event2026-03-31

Filed2026-04-22

FNDX

Schwab Fundamental U.S. Large Company ETF

21.29%

Shares191.6K

Event2026-03-31

Filed2026-04-22

CGDV

Capital Group Dividend Value ETF

18.61%

Shares124.2K

Event2026-03-31

Filed2026-04-22

VIG

Vanguard Dividend Appreciation ETF

-6.40%

Shares22.7K

Event2026-03-31

Filed2026-04-22

VEA

Vanguard Developed Markets Index FTSE ETF

16.50%

Shares75.7K

Event2026-03-31

Filed2026-04-22

AUSF

Global X Adaptive U.S. Factor ETF

17.05%

Shares100.3K

Event2026-03-31

Filed2026-04-22

SDY

SPDR S&P Dividend ETF

-9.88%

Shares28.7K

Event2026-03-31

Filed2026-04-22

CGGR

Capital Group Growth ETF

16.84%

Shares96.6K

Event2026-03-31

Filed2026-04-22

SCHD

Schwab U.S. Dividend Equity ETF

-8.64%

Shares109.1K

Event2026-03-31

Filed2026-04-22

VOT

Vanguard Mid-Cap Growth ETF

17.04%

Shares12.9K

Event2026-03-31

Filed2026-04-22

EMXC

iShares MSCI Emerging Markets Ex China ETF

14.63%

Shares42.0K

Event2026-03-31

Filed2026-04-22

VBK

Vanguard Small-Cap Growth ETF

18.60%

Shares10.9K

Event2026-03-31

Filed2026-04-22

GLD

SPDR Gold Trust ETF

12.18%

Shares6.7K

Event2026-03-31

Filed2026-04-22

FNDC

Schwab Fundamental International Small Equity ETF

9.95%

Shares61.6K

Event2026-03-31

Filed2026-04-22

AAPL

Apple Inc

2.68%

Shares11.0K

Event2026-03-31

Filed2026-04-22

VWO

Vanguard International FTSE Emerging Markets ETF

11.22%

Shares41.1K

Event2026-03-31

Filed2026-04-22

AIQ

Global X Funds Artificial Intelligence & Technology ETF

10.13%

Shares44.2K

Event2026-03-31

Filed2026-04-22

QTUM

Defiance Quantum ETF

7.67%

Shares18.8K

Event2026-03-31

Filed2026-04-22

XLU

Utilities Select Sector SPDR ETF

28.42%

Shares43.4K

Event2026-03-31

Filed2026-04-22

SUB

iShares Short-Term National Muni Bond ETF

New

Shares18.7K

Event2026-03-31

Filed2026-04-22

ARKK

ARK Innovation ETF

22.89%

Shares29.1K

Event2026-03-31

Filed2026-04-22

VUG

Vanguard Growth Index ETF

47.58%

Shares4.2K

Event2026-03-31

Filed2026-04-22

SCHY

Schwab International Dividend Equity ETF

-12.24%

Shares57.8K

Event2026-03-31

Filed2026-04-22

CIBR

First Trust NASDAQ Cybersecurity ETF

18.25%

Shares29.1K

Event2026-03-31

Filed2026-04-22

CATH

Global X S&P 500 Catholic Values ETF

0.00%

Shares19.7K

Event2026-03-31

Filed2026-04-22

ASEA

Global X FTSE Southeast Asia ETF

9.72%

Shares73.0K

Event2026-03-31

Filed2026-04-22

EWZ

iShares MSCI Brazil ETF

11.59%

Shares36.5K

Event2026-03-31

Filed2026-04-22

VXUS

Vanguard Total International Stock Index ETF

38.23%

Shares16.3K

Event2026-03-31

Filed2026-04-22

Vanguard Mid-Cap Index ETF

40.57%

Shares4.0K

Event2026-03-31

Filed2026-04-22

IWV

iShares Russell 3000 ETF

New

Shares3.1K

Event2026-03-31

Filed2026-04-22

CAT

Caterpillar Inc

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-22

XOM

Exxon Mobil Corp

-2.36%

Shares5.9K

Event2026-03-31

Filed2026-04-22

JPM

JPMorgan Chase & Co

4.34%

Shares3.3K

Event2026-03-31

Filed2026-04-22

GOOGL

Alphabet GOOGL Cl A

-1.04%

Shares3.3K

Event2026-03-31

Filed2026-04-22

NVDA

Nvidia Corp

19.87%

Shares5.5K

Event2026-03-31

Filed2026-04-22

AGG

iShares Core U.S. Aggregate Bond ETF

New

Shares9.5K

Event2026-03-31

Filed2026-04-22

MUNI

PIMCO Intermediate Municipal Bond ETF

607.71%

Shares17.2K

Event2026-03-31

Filed2026-04-22

PULS

PGIM Ultra Short Bond ETF

63.45%

Shares15.2K

Event2026-03-31

Filed2026-04-22

IEFA

iShares Core MSCI EAFE ETF

384.86%

Shares8.1K

Event2026-03-31

Filed2026-04-22

JNJ

Johnson & Johnson Co

-9.84%

Shares2.9K

Event2026-03-31

Filed2026-04-22

IVV

iShares S&P 500 Core ETF

12.37%

Shares1.0K

Event2026-03-31

Filed2026-04-22

CVX

Chevron Corp

1.49%

Shares3.3K

Event2026-03-31

Filed2026-04-22

AVGO

Broadcom Inc

8.91%

Shares2.1K

Event2026-03-31

Filed2026-04-22

AMZN

Amazon.com Inc

12.13%

Shares2.9K

Event2026-03-31

Filed2026-04-22

Verizon Communications

-1.83%

Shares11.8K

Event2026-03-31

Filed2026-04-22

Vanguard Small-Cap Index ETF

38.21%

Shares2.1K

Event2026-03-31

Filed2026-04-22

ABBV

Abbvie Inc

-0.49%

Shares2.4K

Event2026-03-31

Filed2026-04-22

MRK

Merck & Co Inc

-4.29%

Shares4.1K

Event2026-03-31

Filed2026-04-22

OTTR

Otter Tail Corp

12.50%

Shares5.4K

Event2026-03-31

Filed2026-04-22

VTEB

Vanguard Tax-Exempt Bond ETF

654.80%

Shares9.3K

Event2026-03-31

Filed2026-04-22

UNP

Union Pacific Corp

3.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

COP

Conoco Phillips

-2.38%

Shares3.4K

Event2026-03-31

Filed2026-04-22

USB

US Bancorp

4.91%

Shares8.2K

Event2026-03-31

Filed2026-04-22

XEL

Xcel Energy Inc

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

CSCO

Cisco Systems Inc

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-22

VRIG

Invesco Variable Rate Investment Grade ETF

-9.12%

Shares16.0K

Event2026-03-31

Filed2026-04-22

Philip Morris International Inc

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

WMB

The Williams Companies Inc

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-22

WMT

WalMart Inc

7.15%

Shares3.0K

Event2026-03-31

Filed2026-04-22

Waste Management Inc

-1.85%

Shares1.6K

Event2026-03-31

Filed2026-04-22

EFA

iShares MSCI EAFE ETF

1570.09%

Shares3.7K

Event2026-03-31

Filed2026-04-22

Procter & Gamble Co

-9.29%

Shares2.5K

Event2026-03-31

Filed2026-04-22

AMP

Ameriprise Financial Inc.

-10.28%

Shares777

Event2026-03-31

Filed2026-04-22

HON

Honeywell International Inc

35.92%

Shares1.5K

Event2026-03-31

Filed2026-04-22