Sponsored

The Analysis of BSW Wealth Partners's Holdings & P&L

Currently, BSW Wealth Partners holds 312 types of securities in its portfolio with a total value $819.4M. In the most recent quarter, they have increased their positions in AAPL (+14.0K shares, valued at $3.5M), CRBN (+7.6K shares, valued at $1.7M), VTEB (+14.0K shares, valued at $696.7K); decreased their positions in AVDE (-10.6K shares, valued at $898.7K), NVDA (-5.0K shares, valued at $875.1K), GILD (-4.6K shares, valued at $635.7K); initiated new positions in EQIX (+492 shares, valued at $482.3K), SKM (+14.6K shares, valued at $427.9K), WDC (+1.5K shares, valued at $396.6K).

1M P&L

+27.2M+3.33%

3M P&L

+30.8M+3.79%

HY P&L

+77.5M+10.11%

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/A541.9M

71.9%

2Consumer Electronics28.8M

3.8%

3Semiconductors20.6M

2.7%

Top Industries by Stock Count

1N/A76 stocks

26.9%

2Software - Application11 stocks

3.9%

3Banks - Regional11 stocks

3.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR182.6K shares-0.18%2026-03-312026-04-14

AVDE AMERICAN CENTY ETF TR613.3K shares-1.70%2026-03-312026-04-14

AVUS AMERICAN CENTY ETF TR365.5K shares0.63%2026-03-312026-04-14

VGIT VANGUARD SCOTTSDALE FDS555.9K shares-1.45%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS629.5K shares2.27%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T46.4K shares-0.52%2026-03-312026-04-14

IDEV ISHARES TR342.0K shares0.40%2026-03-312026-04-14

AAPL APPLE INC110.8K shares14.44%2026-03-312026-04-14

Sponsored

AVEM AMERICAN CENTY ETF TR206.5K shares-1.04%2026-03-312026-04-14

AOR ISHARES TR251.7K shares1.55%2026-03-312026-04-14

IEMG ISHARES INC224.4K shares-1.86%2026-03-312026-04-14

TRMB TRIMBLE INC210.9K shares-0.13%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR153.6K shares-0.45%2026-03-312026-04-14

AVES AMERICAN CENTY ETF TR192.5K shares-0.33%2026-03-312026-04-14

NVDA NVIDIA CORPORATION63.1K shares-7.37%2026-03-312026-04-14

IEFA ISHARES TR119.9K shares-4.59%2026-03-312026-04-14

Sponsored

CRBN ISHARES TR47.1K shares19.23%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR91.9K shares0.08%2026-03-312026-04-14

MUB ISHARES TR94.6K shares-4.75%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS147.9K shares-2.41%2026-03-312026-04-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD535.0K shares-3.10%2026-03-312026-04-14

VTI VANGUARD INDEX FDS26.1K shares-1.49%2026-03-312026-04-14

ALPHABET INC ALPHABET INC29.1K shares-0.77%2026-03-312026-04-14

ESGV VANGUARD WORLD FD59.6K shares-0.84%2026-03-312026-04-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS11.0K shares-6.75%2026-03-312026-04-14

AMZN AMAZON COM INC28.6K shares12.26%2026-03-312026-04-14

MSFT MICROSOFT CORP15.6K shares11.64%2026-03-312026-04-14

EFA ISHARES TR55.6K shares-4.02%2026-03-312026-04-14

ESGD ISHARES TR55.4K shares-2.89%2026-03-312026-04-14

ALPHABET INC ALPHABET INC17.9K shares3.07%2026-03-312026-04-14

MGV VANGUARD WORLD FD34.3K shares-5.85%2026-03-312026-04-14

IJH ISHARES TR70.7K shares-1.65%2026-03-312026-04-14

Sponsored

IWM ISHARES TR18.8K shares1.35%2026-03-312026-04-14

BROADCOM INC BROADCOM INC14.1K shares0.93%2026-03-312026-04-14

ACWI ISHARES TR31.0K shares-0.10%2026-03-312026-04-14

NULV NUSHARES ETF TR86.4K shares-5.12%2026-03-312026-04-14

PG PROCTER & GAMBLE CO25.3K shares-0.72%2026-03-312026-04-14

NUSC NUSHARES ETF TR80.4K shares-3.00%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO11.6K shares2.18%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC9.9K shares1.57%2026-03-312026-04-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC22.0K shares0.19%2026-03-312026-04-14

LLY ELI LILLY & CO3.5K shares-4.36%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC19.4K shares-8.91%2026-03-312026-04-14

XVV ISHARES TR62.8K shares0.00%2026-03-312026-04-14

META META PLATFORMS INC5.4K shares5.18%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F21.5K shares6.86%2026-03-312026-04-14

LINDE PLC LINDE PLC5.4K shares-0.61%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F49.2K shares0.56%2026-03-312026-04-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares0.00%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR95.6K shares-10.08%2026-03-312026-04-14

KO COCA COLA CO30.8K shares-0.93%2026-03-312026-04-14

ABBV ABBVIE INC10.5K shares1.64%2026-03-312026-04-14

PEP PEPSICO INC14.7K shares1.76%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP10.5K shares-9.62%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR16.5K shares-6.40%2026-03-312026-04-14

EEM ISHARES TR38.3K shares-1.50%2026-03-312026-04-14

Sponsored

MERCK & CO INC MERCK & CO INC18.0K shares-3.58%2026-03-312026-04-14

V VISA INC6.8K shares0.57%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR3.4K shares3.86%2026-03-312026-04-14

PFE PFIZER INC67.5K shares16.83%2026-03-312026-04-14

EMSF MATTHEWS INTL FDS58.7K shares12.53%2026-03-312026-04-14

VBR VANGUARD INDEX FDS8.2K shares20.03%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC6.0K shares-3.40%2026-03-312026-04-14

CAT CATERPILLAR INC2.4K shares1.37%2026-03-312026-04-14

Sponsored

IWF ISHARES TR4.0K shares0.00%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC8.4K shares1.36%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR63.5K shares-0.15%2026-03-312026-04-14

NFLX NETFLIX INC.16.2K shares8.53%2026-03-312026-04-14

INTC INTEL CORP34.4K shares8.85%2026-03-312026-04-14

AMAT APPLIED MATLS INC4.4K shares-7.74%2026-03-312026-04-14

XOM EXXON MOBIL CORP8.7K shares2.68%2026-03-312026-04-14

HD HOME DEPOT INC4.4K shares-0.32%2026-03-312026-04-14

Sponsored

WMT WALMART INC11.6K shares0.83%2026-03-312026-04-14

ASML ASML HLDG NV1.0K shares-1.45%2026-03-312026-04-14

TJX TJX COS INC NEW8.4K shares-2.59%2026-03-312026-04-14

DIS DISNEY WALT CO13.9K shares-3.30%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON5.5K shares3.52%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC1.5K shares2.74%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO4.3K shares0.40%2026-03-312026-04-14

ORCL ORACLE CORP8.7K shares8.58%2026-03-312026-04-14

Sponsored

COST COSTCO WHOLESALE CORPORATION1.3K shares0.95%2026-03-312026-04-14

MA MASTERCARD INCORPORATED2.5K shares-3.50%2026-03-312026-04-14

ESML ISHARES TR26.8K shares-11.07%2026-03-312026-04-14

ABT ABBOTT LABORATORIES12.0K shares-1.06%2026-03-312026-04-14

GLD SPDR GOLD TR2.8K shares-22.24%2026-03-312026-04-14

DOCN DIGITALOCEAN HLDGS INC14.0K shares-10.86%2026-03-312026-04-14

WELL WELLTOWER INC6.0K shares-4.49%2026-03-312026-04-14

GEV GE VERNOVA INC1.3K shares-5.20%2026-03-312026-04-14

Sponsored

UNP UNION PAC CORP4.7K shares-0.92%2026-03-312026-04-14

IWD ISHARES TR5.1K shares0.00%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP9.2K shares2.71%2026-03-312026-04-14

MS MORGAN STANLEY6.6K shares8.72%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC3.2K shares12.92%2026-03-312026-04-14

VB VANGUARD INDEX FDS4.0K shares-9.74%2026-03-312026-04-14

CVX CHEVRON CORPORATION5.0K shares2.87%2026-03-312026-04-14

TSLA TESLA INC2.8K shares0.91%2026-03-312026-04-14

Sponsored

SNPS SYNOPSYS INC2.6K shares6.41%2026-03-312026-04-14

GRUPO CIBEST SA GRUPO CIBEST SA13.5K shares-4.75%2026-03-312026-04-14

VV VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-04-14

WAB WABTEC3.9K shares-2.76%2026-03-312026-04-14

CME CME GROUP INC3.2K shares11.11%2026-03-312026-04-14

AMGN AMGEN INC2.7K shares9.61%2026-03-312026-04-14

DOV DOVER CORP4.6K shares2.01%2026-03-312026-04-14

LUMN LUMEN TECHNOLOGIES INC136.1K shares-10.81%2026-03-312026-04-14

Sponsored

T AT&T INC32.0K shares-15.00%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC18.3K shares-3.88%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC8.0K shares-0.14%2026-03-312026-04-14

LOW LOWES COS INC3.8K shares19.90%2026-03-312026-04-14

SIVR ABRDN SILVER ETF TRUST12.3K shares8.68%2026-03-312026-04-14

GILD GILEAD SCIENCES INC6.3K shares-42.02%2026-03-312026-04-14

PWR QUANTA SVCS INC1.6K shares-3.18%2026-03-312026-04-14

VBK VANGUARD INDEX FDS2.9K shares-13.39%2026-03-312026-04-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.5K shares-15.79%2026-03-312026-04-14

ASX ASE TECHNOLOGY HLDG CO LTD39.0K shares-27.81%2026-03-312026-04-14

BBVA BANCO BILBAO VIZCAYA ARGENTA38.5K shares-0.78%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC198 shares3.13%2026-03-312026-04-14

SAP SAP SE4.8K shares310.19%2026-03-312026-04-14

PHYS SPROTT ASSET MANAGEMENT LP23.3K shares0.00%2026-03-312026-04-14

IBN ICICI BANK LIMITED31.9K shares13.04%2026-03-312026-04-14

CRM SALESFORCE INC4.4K shares-4.96%2026-03-312026-04-14

Sponsored

BMY BRISTOL-MYERS SQUIBB CO13.4K shares22.43%2026-03-312026-04-14

KLAC KLA CORP547 shares-4.70%2026-03-312026-04-14

IWB ISHARES TR2.2K shares56.26%2026-03-312026-04-14

INTU INTUIT1.8K shares-5.92%2026-03-312026-04-14

BALL BALL CORP12.9K shares2.07%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS16.7K shares1.42%2026-03-312026-04-14

CB CHUBB LTD SWITZ2.3K shares9.95%2026-03-312026-04-14

NMR NOMURA HLDGS INC94.5K shares10.21%2026-03-312026-04-14

Sponsored

PNC PNC FINL SVCS GROUP INC3.6K shares0.36%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC4.5K shares0.68%2026-03-312026-04-14

WF WOORI FINL GROUP INC11.0K shares-1.73%2026-03-312026-04-14

USB US BANCORP14.0K shares30.79%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC4.6K shares17.03%2026-03-312026-04-14

BNL BROADSTONE NET LEASE INC39.9K shares0.00%2026-03-312026-04-14

STRL STERLING INFRASTRUCTURE INC1.8K shares0.00%2026-03-312026-04-14

HCA HCA HEALTHCARE INC1.5K shares17.72%2026-03-312026-04-14

Sponsored

QCOM QUALCOMM INC5.5K shares-7.29%2026-03-312026-04-14

RS RELIANCE INC2.3K shares-0.30%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L18.3K shares-10.08%2026-03-312026-04-14

CSCO CISCO SYS INC8.9K shares-0.04%2026-03-312026-04-14

KB KB FINL GROUP INC6.9K shares51.05%2026-03-312026-04-14

AWK AMERICAN WTR WKS CO INC NEW5.0K shares21.11%2026-03-312026-04-14

IEI ISHARES TR5.7K shares2.78%2026-03-312026-04-14

NAGE NIAGEN BIOSCIENCE INC154.0K shares9.22%2026-03-312026-04-14

Sponsored

SPGI S&P GLOBAL INC1.6K shares-17.62%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR21.6K shares171.08%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN3.2K shares-13.38%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS4.4K shares35.30%2026-03-312026-04-14

PLD PROLOGIS INC.4.9K shares6.73%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC2.4K shares0.00%2026-03-312026-04-14

KEYS KEYSIGHT TECHNOLOGIES INC2.3K shares15.03%2026-03-312026-04-14

NOW SERVICENOW INC5.8K shares36.57%2026-03-312026-04-14

Sponsored

BLACKSTONE INC BLACKSTONE INC5.2K shares-12.79%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC1.2K shares-20.04%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS2.8K shares-4.83%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC4.9K shares-2.10%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 40960 shares0.00%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC8.2K shares-18.07%2026-03-312026-04-14

HON HONEYWELL INTL INC2.6K shares0.81%2026-03-312026-04-14

PCAR PACCAR INC5.1K shares7.88%2026-03-312026-04-14

Sponsored

A AGILENT TECHNOLOGIES INC5.1K shares-8.90%2026-03-312026-04-14

ALL ALLSTATE CORP2.8K shares1.19%2026-03-312026-04-14

GSK PLC GSK PLC10.4K shares-5.54%2026-03-312026-04-14

VIV TELEFONICA BRASIL SA36.1K shares-1.99%2026-03-312026-04-14

MNST MONSTER BEVERAGE CORP NEW7.9K shares23.42%2026-03-312026-04-14

SYK STRYKER CORPORATION1.7K shares5.20%2026-03-312026-04-14

GWW WW GRAINGER INC510 shares-11.30%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP899 shares-1.21%2026-03-312026-04-14

Sponsored

SONY SONY GROUP CORP26.2K shares7.96%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC1.1K shares-30.87%2026-03-312026-04-14

IJR ISHARES TR4.2K shares-6.25%2026-03-312026-04-14

VO VANGUARD INDEX FDS1.8K shares-0.22%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP2.8K shares-29.90%2026-03-312026-04-14

JCI JOHNSON CONTROLS INTERNATION3.9K shares-30.31%2026-03-312026-04-14

SYY SYSCO CORP7.1K shares16.80%2026-03-312026-04-14

VXF VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-14

Sponsored

BSX BOSTON SCIENTIFIC CORP7.9K shares-1.61%2026-03-312026-04-14

VUG VANGUARD INDEX FDS1.1K shares0.09%2026-03-312026-04-14

PGR PROGRESSIVE CORP2.4K shares17.36%2026-03-312026-04-14

VDE VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-04-14

EQIX EQUINIX INC492 sharesnew addition2026-03-312026-04-14

XYL XYLEM INC4.0K shares16.58%2026-03-312026-04-14

SDY SPDR SERIES TRUST3.3K shares-4.85%2026-03-312026-04-14

WIT WIPRO LTD224.6K shares-8.01%2026-03-312026-04-14

Sponsored

TFC TRUIST FINL CORP10.3K shares6.91%2026-03-312026-04-14

HSBC HSBC HLDGS PLC5.7K shares-16.17%2026-03-312026-04-14

TS TENARIS S A7.9K shares-0.27%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.4K shares-4.01%2026-03-312026-04-14

LYG LLOYDS BANKING GROUP PLC90.5K shares42.60%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO1.8K shares28.93%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.3K shares-1.00%2026-03-312026-04-14

DLR DIGITAL RLTY TR INC2.5K shares17.86%2026-03-312026-04-14

Sponsored

CHT CHUNGHWA TELECOM CO LTD10.6K shares105.45%2026-03-312026-04-14

CTAS CINTAS CORP2.6K shares44.45%2026-03-312026-04-14

SKM SK TELECOM CO LTD14.6K sharesnew addition2026-03-312026-04-14

ROCKET LAB CORP ROCKET LAB CORP6.6K shares97.76%2026-03-312026-04-14

LYV LIVE NATION ENTERTAINMENT IN2.8K shares35.36%2026-03-312026-04-14

DE DEERE & CO753 shares-13.65%2026-03-312026-04-14

NVS NOVARTIS AG2.8K shares-11.80%2026-03-312026-04-14

CBRE CBRE GROUP INC3.0K shares-14.93%2026-03-312026-04-14

Sponsored

REGN REGENERON PHARMACEUTICALS518 shares-28.65%2026-03-312026-04-14

WDC WESTERN DIGITAL CORP1.5K sharesnew addition2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR15.4K shares0.18%2026-03-312026-04-14

SNY SANOFI SA8.1K shares43.52%2026-03-312026-04-14

RTX RTX CORPORATION2.0K shares-22.59%2026-03-312026-04-14

O REALTY INCOME CORP6.3K shares20.93%2026-03-312026-04-14

MELI MERCADOLIBRE INC220 shares0.00%2026-03-312026-04-14

BIIB BIOGEN INC2.1K shares8.64%2026-03-312026-04-14

Sponsored

TIP ISHARES TR3.4K shares3.56%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC1.5K shares-1.89%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.3K shares1.45%2026-03-312026-04-14

TMUS T-MOBILE US INC1.8K shares-35.73%2026-03-312026-04-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K shares-2.21%2026-03-312026-04-14

INFY INFOSYS LTD27.4K shares-23.16%2026-03-312026-04-14

HAL HALLIBURTON CO9.5K shares-3.26%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC943 shares34.14%2026-03-312026-04-14

Sponsored

SCHW SCHWAB CHARLES CORP3.9K shares-39.84%2026-03-312026-04-14

ADSK AUTODESK INC1.5K shares-10.76%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR11.0K shares8.20%2026-03-312026-04-14

SPG SIMON PPTY GROUP INC NEW1.9K shares-8.55%2026-03-312026-04-14

UMC UNITED MICROELECTRONICS CORP39.3K shares-23.84%2026-03-312026-04-14

HUBBELL INC HUBBELL INC716 shares-6.89%2026-03-312026-04-14

IGIB ISHARES TR6.5K shares0.00%2026-03-312026-04-14

RSPT INVESCO EXCHANGE TRADED FD T7.6K shares0.05%2026-03-312026-04-14

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.1K shares2.26%2026-03-312026-04-14

PNR PENTAIR PLC3.9K shares55.99%2026-03-312026-04-14

FNB F N B CORP20.2K shares0.00%2026-03-312026-04-14

NEE NEXTERA ENERGY INC3.6K shares8.30%2026-03-312026-04-14

MCD MCDONALDS CORP1.1K shares-15.20%2026-03-312026-04-14

NTRS NORTHERN TR CORP2.4K sharesnew addition2026-03-312026-04-14

CDNS CADENCE DESIGN SYSTEM INC1.2K shares8.86%2026-03-312026-04-14

BDX BECTON DICKINSON & CO2.1K shares55.54%2026-03-312026-04-14

Sponsored

MO ALTRIA GROUP INC4.9K shares0.49%2026-03-312026-04-14

SJM SMUCKER J M CO3.3K shares22.76%2026-03-312026-04-14

CBOE CBOE GLOBAL MKTS INC1.1K sharesnew addition2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.4K shares0.16%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC732 shares0.41%2026-03-312026-04-14

RPM RPM INTL INC3.2K shares44.02%2026-03-312026-04-14

GLW CORNING INC2.3K sharesnew addition2026-03-312026-04-14

SNA SNAP ON INC870 shares20.00%2026-03-312026-04-14

Sponsored

KDP KEURIG DR PEPPER INC12.0K shares54.97%2026-03-312026-04-14

CL COLGATE PALMOLIVE CO3.7K shares-12.21%2026-03-312026-04-14

HMC HONDA MOTOR CO LTD12.8K shares8.78%2026-03-312026-04-14

VMC VULCAN MATLS CO1.1K shares39.93%2026-03-312026-04-14

CVMC MORGAN STANLEY ETF TRUST4.8K shares3.46%2026-03-312026-04-14

MPLX MPLX LP5.4K shares0.00%2026-03-312026-04-14

CTVA CORTEVA INC3.6K sharesnew addition2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE IN1.9K shares-1.14%2026-03-312026-04-14

Sponsored

VMI VALMONT INDS INC750 shares0.00%2026-03-312026-04-14

VGT VANGUARD WORLD FD424 shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR4.8K sharesnew addition2026-03-312026-04-14

TAK TAKEDA PHARMACEUTICAL CO LTD15.8K shares14.07%2026-03-312026-04-14

CMI CUMMINS INC530 shares-1.67%2026-03-312026-04-14

EBAY EBAY INC.3.1K shares-30.24%2026-03-312026-04-14

AVXC AMERICAN CENTY ETF TR4.2K shares-32.45%2026-03-312026-04-14

ESGG FLEXSHARES TR1.4K shares0.00%2026-03-312026-04-14

Sponsored

WFC WELLS FARGO & CO3.5K shares1.79%2026-03-312026-04-14

SMFG SUMITOMO MITSUI FIN GRP INC14.2K shares-2.43%2026-03-312026-04-14

BABA ALIBABA GROUP HLDG LTD2.2K shares2.11%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR9.5K shares-0.91%2026-03-312026-04-14

ACWV ISHARES INC2.3K shares0.00%2026-03-312026-04-14

RSG REPUBLIC SVCS INC1.3K sharesnew addition2026-03-312026-04-14

LNG CHENIERE ENERGY INC965 sharesnew addition2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC764 shares15.93%2026-03-312026-04-14

Sponsored

OTIS OTIS WORLDWIDE CORP3.5K shares0.23%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR5.4K shares0.30%2026-03-312026-04-14

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares-0.24%2026-03-312026-04-14

MCO MOODYS CORP601 shares-47.74%2026-03-312026-04-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K shares-14.25%2026-03-312026-04-14

MVIS MICROVISION INC DEL400.0K shares0.00%2026-03-312026-04-14

AIG AMERICAN INTL GROUP INC3.4K shares-22.31%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP947 sharesnew addition2026-03-312026-04-14

Sponsored

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV9.8K sharesnew addition2026-03-312026-04-14

BAC BANK AMERICA CORP5.1K shares1.76%2026-03-312026-04-14

STT STATE STR CORP1.9K sharesnew addition2026-03-312026-04-14

EXC EXELON CORP4.9K shares2.91%2026-03-312026-04-14

NTES NETEASE COM INC2.1K sharesnew addition2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL611 sharesnew addition2026-03-312026-04-14

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-14

HSY HERSHEY CO1.1K shares0.88%2026-03-312026-04-14

Sponsored

PAYX PAYCHEX INC2.6K shares14.84%2026-03-312026-04-14

COLB COLUMBIA BKG SYS INC8.6K shares0.01%2026-03-312026-04-14

SRE SEMPRA2.4K shares0.63%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP666 shares-0.15%2026-03-312026-04-14

IWV ISHARES TR609 sharesnew addition2026-03-312026-04-14

KT KT CORP10.5K shares-34.32%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST5.8K shares0.00%2026-03-312026-04-14

PRU PRUDENTIAL FINL INC2.3K shares-4.23%2026-03-312026-04-14

Sponsored

SHOP SHOPIFY INC1.9K shares-4.91%2026-03-312026-04-14

VTHR VANGUARD SCOTTSDALE FDS771 shares0.00%2026-03-312026-04-14

XCEM COLUMBIA ETF TR II5.4K shares-30.72%2026-03-312026-04-14

CPRT COPART INC6.6K sharesnew addition2026-03-312026-04-14

MKC MCCORMICK & CO INC4.3K shares25.69%2026-03-312026-04-14

WM WASTE MGMT INC DEL933 sharesnew addition2026-03-312026-04-14

URI UNITED RENTALS INC293 shares-10.67%2026-03-312026-04-14

CARR CARRIER GLOBAL CORPORATION3.8K shares-8.42%2026-03-312026-04-14

Sponsored

DHR DANAHER CORP DEL1.1K shares-27.04%2026-03-312026-04-14

AFL AFLAC INC1.9K sharesnew addition2026-03-312026-04-14

SHG SHINHAN FINANCIAL GROUP CO L3.4K sharesnew addition2026-03-312026-04-14

PPLT ABRDN PLATINUM ETF TRUST1.2K shares0.00%2026-03-312026-04-14

BAP CREDICORP LTD615 sharesnew addition2026-03-312026-04-14

DLTR DOLLAR TREE INC1.9K shares5.73%2026-03-312026-04-14

ABNB AIRBNB INC1.6K sharesnew addition2026-03-312026-04-14

VTR VENTAS INC2.5K sharesnew addition2026-03-312026-04-14

Sponsored

RCL ROYAL CARIBBEAN GROUP731 sharesnew addition2026-03-312026-04-14

GGB GERDAU SA54.2K shares0.87%2026-03-312026-04-14

LPL LG DISPLAY CO LTD42.7K shares-8.04%2026-03-312026-04-14

ABEV AMBEV SA55.3K shares52.55%2026-03-312026-04-14

PTY PIMCO CORPORATE & INCOME OPP10.5K sharesnew addition2026-03-312026-04-14

NOK NOKIA CORP12.9K shares-38.84%2026-03-312026-04-14

GRAB GRAB HOLDINGS LIMITED13.6K shares-17.10%2026-03-312026-04-14

CIG CIA ENERGETICA DE MINAS GERA11.9K shares-27.61%2026-03-312026-04-14

Sponsored

IVV

ISHARES TR

-0.18%

Shares182.6K

Event2026-03-31

Filed2026-04-14

AVDE

AMERICAN CENTY ETF TR

-1.70%

Shares613.3K

Event2026-03-31

Filed2026-04-14

AVUS

AMERICAN CENTY ETF TR

0.63%

Shares365.5K

Event2026-03-31

Filed2026-04-14

VGIT

VANGUARD SCOTTSDALE FDS

-1.45%

Shares555.9K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

2.27%

Shares629.5K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-0.52%

Shares46.4K

Event2026-03-31

Filed2026-04-14

IDEV

ISHARES TR

0.40%

Shares342.0K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

14.44%

Shares110.8K

Event2026-03-31

Filed2026-04-14

AVEM

AMERICAN CENTY ETF TR

-1.04%

Shares206.5K

Event2026-03-31

Filed2026-04-14

AOR

ISHARES TR

1.55%

Shares251.7K

Event2026-03-31

Filed2026-04-14

IEMG

ISHARES INC

-1.86%

Shares224.4K

Event2026-03-31

Filed2026-04-14

TRMB

TRIMBLE INC

-0.13%

Shares210.9K

Event2026-03-31

Filed2026-04-14

ISHARES GOLD TR

-0.45%

Shares153.6K

Event2026-03-31

Filed2026-04-14

AVES

AMERICAN CENTY ETF TR

-0.33%

Shares192.5K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-7.37%

Shares63.1K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

-4.59%

Shares119.9K

Event2026-03-31

Filed2026-04-14

CRBN

ISHARES TR

19.23%

Shares47.1K

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

0.08%

Shares91.9K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

-4.75%

Shares94.6K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-2.41%

Shares147.9K

Event2026-03-31

Filed2026-04-14

BLUEROCK PVT REAL ESTATE FD

-3.10%

Shares535.0K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

-1.49%

Shares26.1K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-0.77%

Shares29.1K

Event2026-03-31

Filed2026-04-14

ESGV

VANGUARD WORLD FD

-0.84%

Shares59.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-6.75%

Shares11.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

12.26%

Shares28.6K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

11.64%

Shares15.6K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

-4.02%

Shares55.6K

Event2026-03-31

Filed2026-04-14

ESGD

ISHARES TR

-2.89%

Shares55.4K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

3.07%

Shares17.9K

Event2026-03-31

Filed2026-04-14

MGV

VANGUARD WORLD FD

-5.85%

Shares34.3K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-1.65%

Shares70.7K

Event2026-03-31

Filed2026-04-14

IWM

ISHARES TR

1.35%

Shares18.8K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

0.93%

Shares14.1K

Event2026-03-31

Filed2026-04-14

ACWI

ISHARES TR

-0.10%

Shares31.0K

Event2026-03-31

Filed2026-04-14

NULV

NUSHARES ETF TR

-5.12%

Shares86.4K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-0.72%

Shares25.3K

Event2026-03-31

Filed2026-04-14

NUSC

NUSHARES ETF TR

-3.00%

Shares80.4K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

2.18%

Shares11.6K

Event2026-03-31

Filed2026-04-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

1.57%

Shares9.9K

Event2026-03-31

Filed2026-04-14

PLTR

PALANTIR TECHNOLOGIES INC

0.19%

Shares22.0K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-4.36%

Shares3.5K

Event2026-03-31

Filed2026-04-14

DELL

DELL TECHNOLOGIES INC

-8.91%

Shares19.4K

Event2026-03-31

Filed2026-04-14

XVV

ISHARES TR

0.00%

Shares62.8K

Event2026-03-31

Filed2026-04-14