Sponsored

The Analysis of C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad's Holdings & P&L

Currently, C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Ad holds 403 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in CORO (+2.3M shares, valued at $72.6M), SPYM (+599.3K shares, valued at $45.9M), GOVT (+808.4K shares, valued at $18.5M); decreased their positions in IEMG (-350.5K shares, valued at $24.4M), IVE (-67.6K shares, valued at $14.3M), QQQM (-36.6K shares, valued at $8.7M); initiated new positions in CORO (+2.3M shares, valued at $72.6M), GOVT (+808.4K shares, valued at $18.5M), SPMD (+76.5K shares, valued at $4.5M).

1M P&L

+63.5M+3.53%

3M P&L

-217.8M-10.45%

HY P&L

-131.8M-6.60%

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/A1.5B

91.0%

2Consumer Electronics26.6M

1.6%

3Software - Infrastructure16.1M

1.0%

Top Industries by Stock Count

1N/A269 stocks

70.1%

2Utilities - Regulated Electric9 stocks

2.3%

3Drug Manufacturers - General8 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST2.3M shares34.36%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST2.9M shares1.14%2026-03-312026-04-09

CORO BLACKROCK ETF TRUST2.3M sharesnew addition2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS917.0K shares5.67%2026-03-312026-04-09

DYNF BLACKROCK ETF TRUST1.0M shares3.83%2026-03-312026-04-09

VUG VANGUARD INDEX FDS124.7K shares11.23%2026-03-312026-04-09

DFAX DIMENSIONAL ETF TRUST1.4M shares-7.80%2026-03-312026-04-09

VTV VANGUARD INDEX FDS240.8K shares8.37%2026-03-312026-04-09

Sponsored

DCOR DIMENSIONAL ETF TRUST478.1K shares3.30%2026-03-312026-04-09

IVE ISHARES TR156.3K shares-30.20%2026-03-312026-04-09

BAI BLACKROCK ETF TRUST945.9K shares42.32%2026-03-312026-04-09

SPYG SPDR SERIES TRUST314.1K shares6.00%2026-03-312026-04-09

IEMG ISHARES INC424.2K shares-45.25%2026-03-312026-04-09

QUAL ISHARES TR143.3K shares7.23%2026-03-312026-04-09

AAPL APPLE INC104.8K shares-4.30%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS546.1K shares19.01%2026-03-312026-04-09

Sponsored

TFLO ISHARES TR494.1K shares19.72%2026-03-312026-04-09

MTUM ISHARES TR103.8K shares6.24%2026-03-312026-04-09

THRO BLACKROCK ETF TRUST629.9K shares10.88%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F351.5K shares9.10%2026-03-312026-04-09

SHLD GLOBAL X FDS268.0K shares61.33%2026-03-312026-04-09

GOVT ISHARES TR808.4K sharesnew addition2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS30.9K shares0.99%2026-03-312026-04-09

DFIC DIMENSIONAL ETF TRUST494.7K shares-13.35%2026-03-312026-04-09

Sponsored

MBB ISHARES TR175.1K shares18.16%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR27.0K shares-5.84%2026-03-312026-04-09

BSV VANGUARD BD INDEX FDS185.1K shares14.74%2026-03-312026-04-09

DFSD DIMENSIONAL ETF TRUST296.7K shares4.52%2026-03-312026-04-09

MSFT MICROSOFT CORP36.0K shares3.04%2026-03-312026-04-09

BINC BLACKROCK ETF TRUST II242.4K shares-15.12%2026-03-312026-04-09

VB VANGUARD INDEX FDS47.9K shares6.03%2026-03-312026-04-09

IVV ISHARES TR18.3K shares29.80%2026-03-312026-04-09

Sponsored

TLH ISHARES TR114.2K shares10.95%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS227.9K shares-37.98%2026-03-312026-04-09

NVDA NVIDIA CORPORATION58.9K shares2.44%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.4K shares-4.13%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST219.6K shares8.21%2026-03-312026-04-09

DFGX DIMENSIONAL ETF TRUST172.2K shares9.49%2026-03-312026-04-09

CGDV CAPITAL GROUP DIVIDEND VALUE205.5K shares0.53%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR94.7K shares-49.80%2026-03-312026-04-09

Sponsored

DFEM DIMENSIONAL ETF TRUST223.8K shares-9.57%2026-03-312026-04-09

DGCB DIMENSIONAL ETF TRUST141.0K shares9.44%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS98.6K shares24.68%2026-03-312026-04-09

BALT INNOVATOR ETFS TRUST223.2K shares41.58%2026-03-312026-04-09

QQQM INVESCO EXCH TRADED FD TR II30.1K shares-54.89%2026-03-312026-04-09

VMBS VANGUARD SCOTTSDALE FDS150.8K shares12.64%2026-03-312026-04-09

AIRR FIRST TR EXCHANGE TRADED FD61.9K shares-4.75%2026-03-312026-04-09

BLV VANGUARD BD INDEX FDS98.1K shares16.62%2026-03-312026-04-09

Sponsored

UJUL INNOVATOR ETFS TRUST175.4K shares6.12%2026-03-312026-04-09

DFUS DIMENSIONAL ETF TRUST92.3K shares-2.90%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T9.7K shares-6.58%2026-03-312026-04-09

BIL SPDR SERIES TRUST68.7K shares0.54%2026-03-312026-04-09

VTI VANGUARD INDEX FDS19.3K shares1.73%2026-03-312026-04-09

UJAN INNOVATOR ETFS TRUST142.2K shares5.68%2026-03-312026-04-09

HIMU BLACKROCK ETF TRUST II122.9K shares26.81%2026-03-312026-04-09

UAPR INNOVATOR ETFS TRUST175.3K shares7.13%2026-03-312026-04-09

Sponsored

UAUG INNOVATOR ETFS TRUST147.5K shares6.02%2026-03-312026-04-09

UDEC INNOVATOR ETFS TRUST149.1K shares5.40%2026-03-312026-04-09

UMAR INNOVATOR ETFS TRUST145.4K shares5.84%2026-03-312026-04-09

UMAY INNOVATOR ETFS TRUST156.9K shares6.25%2026-03-312026-04-09

UJUN INNOVATOR ETFS TRUST154.6K shares6.11%2026-03-312026-04-09

USEP INNOVATOR ETFS TRUST148.4K shares6.02%2026-03-312026-04-09

UOCT INNOVATOR ETFS TRUST150.0K shares7.09%2026-03-312026-04-09

UFEB INNOVATOR ETFS TRUST157.9K shares4.25%2026-03-312026-04-09

Sponsored

UNOV INNOVATOR ETFS TRUST153.0K shares6.20%2026-03-312026-04-09

AMZN AMAZON COM INC26.8K shares-1.94%2026-03-312026-04-09

AVDE AMERICAN CENTY ETF TR63.8K shares1.62%2026-03-312026-04-09

VTEI VANGUARD MUN BD FDS52.7K shares41.61%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR37.5K shares22.74%2026-03-312026-04-09

VYM VANGUARD WHITEHALL FDS33.1K shares-25.56%2026-03-312026-04-09

ABBV ABBVIE INC22.4K shares10.42%2026-03-312026-04-09

ZALT INNOVATOR ETFS TRUST142.9K shares-30.25%2026-03-312026-04-09

Sponsored

FBCG FIDELITY COVINGTON TRUST90.4K shares-0.14%2026-03-312026-04-09

SPMD SPDR SERIES TRUST76.5K sharesnew addition2026-03-312026-04-09

SPSM SPDR SERIES TRUST93.3K sharesnew addition2026-03-312026-04-09

XOM EXXON MOBIL CORP26.6K shares14.49%2026-03-312026-04-09

GLD SPDR GOLD TR10.2K shares-25.33%2026-03-312026-04-09

ALPHABET INC ALPHABET INC14.6K shares39.92%2026-03-312026-04-09

RY ROYAL BK CDA25.0K shares0.00%2026-03-312026-04-09

MEAR ISHARES U S ETF TR77.8K shares17.55%2026-03-312026-04-09

Sponsored

HD HOME DEPOT INC11.6K shares-1.50%2026-03-312026-04-09

DGRO ISHARES TR53.8K shares3.31%2026-03-312026-04-09

USFR WISDOMTREE TR75.0K shares240.06%2026-03-312026-04-09

IYW ISHARES TR19.8K shares-37.98%2026-03-312026-04-09

SPAB SPDR SERIES TRUST136.1K shares-30.61%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION3.5K shares35.31%2026-03-312026-04-09

EFV ISHARES TR46.4K shares-17.23%2026-03-312026-04-09

SOXX ISHARES TR10.3K shares-53.62%2026-03-312026-04-09

Sponsored

ALPHABET INC ALPHABET INC11.8K shares-9.85%2026-03-312026-04-09

DFNM DIMENSIONAL ETF TRUST70.0K shares19.81%2026-03-312026-04-09

CLOA BLACKROCK ETF TRUST II61.6K shares31.97%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR21.4K shares66.80%2026-03-312026-04-09

SYSB ISHARES TR33.9K shares16.72%2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR60.7K shares28.99%2026-03-312026-04-09

MLPX GLOBAL X FDS39.8K shares435.95%2026-03-312026-04-09

CAT CATERPILLAR INC4.1K shares-3.40%2026-03-312026-04-09

Sponsored

XLE SELECT SECTOR SPDR TR47.2K shares192.78%2026-03-312026-04-09

IVW ISHARES TR25.3K shares-15.70%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON11.5K shares-3.65%2026-03-312026-04-09

MUB ISHARES TR25.2K shares54.34%2026-03-312026-04-09

META META PLATFORMS INC4.6K shares-13.79%2026-03-312026-04-09

ESGU ISHARES TR18.5K shares-6.42%2026-03-312026-04-09

IGEB ISHARES TR57.6K shares16.40%2026-03-312026-04-09

QLTA ISHARES TR54.1K shares-13.33%2026-03-312026-04-09

Sponsored

BROADCOM INC BROADCOM INC8.0K shares-22.14%2026-03-312026-04-09

IBM INTERNATIONAL BUSINESS MACHS9.7K shares-4.17%2026-03-312026-04-09

NFLX NETFLIX INC.24.2K shares2.69%2026-03-312026-04-09

MCD MCDONALDS CORP7.1K shares-3.17%2026-03-312026-04-09

BALI BLACKROCK ETF TRUST71.2K shares13.21%2026-03-312026-04-09

EEM ISHARES TR38.3K shares-68.24%2026-03-312026-04-09

FTSM FIRST TR EXCHANGE-TRADED FD36.2K shares5.95%2026-03-312026-04-09

WMT WALMART INC16.8K shares-14.49%2026-03-312026-04-09

Sponsored

IEFA ISHARES TR23.0K shares-23.70%2026-03-312026-04-09

MLN VANECK ETF TRUST117.7K sharesnew addition2026-03-312026-04-09

ABT ABBOTT LABORATORIES19.6K shares-1.16%2026-03-312026-04-09

IUSB ISHARES TR43.1K shares5.31%2026-03-312026-04-09

TSLA TESLA INC5.4K shares-9.92%2026-03-312026-04-09

DFGR DIMENSIONAL ETF TRUST74.2K shares13.55%2026-03-312026-04-09

IDEF BLACKROCK ETF TRUST59.1K sharesnew addition2026-03-312026-04-09

SMH VANECK ETF TRUST5.0K shares-21.85%2026-03-312026-04-09

Sponsored

IEF ISHARES TR19.8K shares14.44%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC12.8K shares-11.97%2026-03-312026-04-09

XLY SELECT SECTOR SPDR TR16.9K shares501.24%2026-03-312026-04-09

MIAX MIAMI INTL HLDGS INC46.9K sharesnew addition2026-03-312026-04-09

ZJAN INNOVATOR ETFS TRUST66.3K shares461.62%2026-03-312026-04-09

MGV VANGUARD WORLD FD12.3K shares78.06%2026-03-312026-04-09

VV VANGUARD INDEX FDS6.0K shares-0.10%2026-03-312026-04-09

MOAT VANECK ETF TRUST18.3K shares-2.94%2026-03-312026-04-09

Sponsored

IJH ISHARES TR25.7K shares15.70%2026-03-312026-04-09

IBIT ISHARES BITCOIN TRUST ETF45.2K shares-14.61%2026-03-312026-04-09

JAJL INNOVATOR ETFS TRUST58.2K shares157.29%2026-03-312026-04-09

BUFR FIRST TR EXCHNG TRADED FD VI49.8K shares4.86%2026-03-312026-04-09

VLUE ISHARES TR11.6K sharesnew addition2026-03-312026-04-09

VBR VANGUARD INDEX FDS7.5K shares22.97%2026-03-312026-04-09

HEAL GLOBAL X FDS67.3K sharesnew addition2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR14.4K sharesnew addition2026-03-312026-04-09

Sponsored

HDV ISHARES TR11.7K sharesnew addition2026-03-312026-04-09

NLR VANECK ETF TRUST11.6K shares-8.90%2026-03-312026-04-09

SHYM BLACKROCK ETF TRUST II70.0K shares48.30%2026-03-312026-04-09

IYR ISHARES TR16.2K sharesnew addition2026-03-312026-04-09

IXN ISHARES TR15.1K shares-9.62%2026-03-312026-04-09

JEPI J P MORGAN EXCHANGE TRADED F26.4K shares75.23%2026-03-312026-04-09

IJR ISHARES TR12.0K shares149.81%2026-03-312026-04-09

VTES VANGUARD WELLINGTON FD14.5K shares3.88%2026-03-312026-04-09

Sponsored

MCK MCKESSON CORP1.7K shares-3.28%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS28.7K shares-32.46%2026-03-312026-04-09

MGK VANGUARD WORLD FD3.9K shares38.30%2026-03-312026-04-09

XUSP INNOVATOR ETFS TRUST32.2K shares-30.27%2026-03-312026-04-09

EMLC VANECK ETF TRUST56.6K shares12.32%2026-03-312026-04-09

CWB SPDR SERIES TRUST15.4K shares-2.56%2026-03-312026-04-09

IWY ISHARES TR5.6K shares-40.84%2026-03-312026-04-09

GJUL FIRST TR EXCHNG TRADED FD VI34.0K shares0.00%2026-03-312026-04-09

Sponsored

VGT VANGUARD WORLD FD2.0K shares-24.54%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC8.3K shares-2.75%2026-03-312026-04-09

EFG ISHARES TR12.3K shares284.08%2026-03-312026-04-09

LLY ELI LILLY & CO1.5K shares-67.15%2026-03-312026-04-09

VGK VANGUARD INTL EQUITY INDEX F16.6K shares35.41%2026-03-312026-04-09

GAUG FIRST TR EXCHNG TRADED FD VI35.2K shares0.00%2026-03-312026-04-09

IDEV ISHARES TR16.3K shares-29.64%2026-03-312026-04-09

BUFD FIRST TR EXCHNG TRADED FD VI47.7K shares10.76%2026-03-312026-04-09

Sponsored

COWZ PACER FDS TR21.1K shares28.83%2026-03-312026-04-09

CRDO CREDO TECHNOLOGY GROUP HOLDI14.0K shares5.06%2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO4.0K shares-0.32%2026-03-312026-04-09

AIPO TIDAL TRUST II50.0K sharesnew addition2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC6.1K shares-12.15%2026-03-312026-04-09

CVX CHEVRON CORPORATION6.0K shares-15.06%2026-03-312026-04-09

TCAI TORTOISE CAPITAL SERIES TRUS35.9K sharesnew addition2026-03-312026-04-09

PG PROCTER & GAMBLE CO8.5K shares-14.72%2026-03-312026-04-09

Sponsored

IXC ISHARES TR21.4K shares-8.71%2026-03-312026-04-09

DTCR GLOBAL X FDS51.4K sharesnew addition2026-03-312026-04-09

PAVE GLOBAL X FDS24.1K shares124.62%2026-03-312026-04-09

SETM SPROTT FDS TR36.5K sharesnew addition2026-03-312026-04-09

ICVT ISHARES TR11.8K shares-27.20%2026-03-312026-04-09

XLU SELECT SECTOR SPDR TR26.0K shares-12.20%2026-03-312026-04-09

EUHY ISHARES INC22.7K sharesnew addition2026-03-312026-04-09

ZOCT INNOVATOR ETFS TRUST44.0K shares-1.75%2026-03-312026-04-09

Sponsored

EALT INNOVATOR ETFS TRUST35.0K shares55.25%2026-03-312026-04-09

ICOP ISHARES TR24.6K sharesnew addition2026-03-312026-04-09

VCIT VANGUARD SCOTTSDALE FDS13.8K shares-21.79%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.9K shares-5.88%2026-03-312026-04-09

VGIT VANGUARD SCOTTSDALE FDS18.2K shares-35.39%2026-03-312026-04-09

VHT VANGUARD WORLD FD4.0K shares-10.35%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO3.7K shares-12.27%2026-03-312026-04-09

T AT&T INC36.6K shares-5.21%2026-03-312026-04-09

Sponsored

DJUL FIRST TR EXCHNG TRADED FD VI22.6K shares49.56%2026-03-312026-04-09

IWM ISHARES TR4.2K shares-26.19%2026-03-312026-04-09

PZA INVESCO EXCH TRADED FD TR II45.0K shares64.57%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND2.2K shares-29.29%2026-03-312026-04-09

DAUG FIRST TR EXCHNG TRADED FD VI23.5K shares50.00%2026-03-312026-04-09

SLV ISHARES SILVER TR15.0K shares-48.31%2026-03-312026-04-09

ALPS ETF TR ALPS ETF TR19.2K shares1.37%2026-03-312026-04-09

VNQ VANGUARD INDEX FDS11.3K shares-27.38%2026-03-312026-04-09

Sponsored

NEE NEXTERA ENERGY INC10.6K shares8.00%2026-03-312026-04-09

FV FIRST TR EXCHANGE TRADED FD16.1K shares-1.82%2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST27.4K shares-9.79%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR38.8K shares2.59%2026-03-312026-04-09

BLACKROCK INC BLACKROCK INC989 shares-9.35%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR30.8K shares10.48%2026-03-312026-04-09

IWX ISHARES TR10.2K sharesnew addition2026-03-312026-04-09

APOC INNOVATOR ETFS TRUST35.4K shares-2.12%2026-03-312026-04-09

Sponsored

ZAPR INNOVATOR ETFS TRUST34.4K shares-1.02%2026-03-312026-04-09

IWR ISHARES TR9.0K shares-53.93%2026-03-312026-04-09

IWV ISHARES TR2.3K shares-46.47%2026-03-312026-04-09

HYGW ISHARES TR29.3K shares-53.90%2026-03-312026-04-09

MPC MARATHON PETE CORP3.5K shares-13.90%2026-03-312026-04-09

VCSH VANGUARD SCOTTSDALE FDS10.7K shares74.49%2026-03-312026-04-09

PFE PFIZER INC30.1K shares0.40%2026-03-312026-04-09

VOYA VOYA FINANCIAL INC12.2K shares0.00%2026-03-312026-04-09

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.2K shares-12.45%2026-03-312026-04-09

VEEV VEEVA SYS INC4.6K shares-0.45%2026-03-312026-04-09

ITOT ISHARES TR5.6K shares4.04%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC6.6K shares-9.21%2026-03-312026-04-09

GBIL GOLDMAN SACHS ETF TR7.8K shares-9.48%2026-03-312026-04-09

TJX TJX COS INC NEW4.9K shares-1.46%2026-03-312026-04-09

MO ALTRIA GROUP INC11.7K shares-0.52%2026-03-312026-04-09

VOE VANGUARD INDEX FDS4.1K shares2.12%2026-03-312026-04-09

Sponsored

RTX RTX CORPORATION3.9K shares6.41%2026-03-312026-04-09

AFL AFLAC INC6.9K shares0.29%2026-03-312026-04-09

BLCR BLACKROCK ETF TRUST18.4K sharesnew addition2026-03-312026-04-09

PSX PHILLIPS 664.0K shares-10.68%2026-03-312026-04-09

ADP AUTOMATIC DATA PROCESSING IN3.5K shares1.44%2026-03-312026-04-09

LOW LOWES COS INC3.0K shares8.75%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP1.2K shares-48.47%2026-03-312026-04-09

PEP PEPSICO INC4.6K shares-8.04%2026-03-312026-04-09

Sponsored

HON HONEYWELL INTL INC3.1K shares3.83%2026-03-312026-04-09

UPS UNITED PARCEL SVCS INC7.1K shares12.56%2026-03-312026-04-09

MGC VANGUARD WORLD FD2.9K shares-8.83%2026-03-312026-04-09

AMGN AMGEN INC2.0K shares-1.90%2026-03-312026-04-09

ESGE ISHARES INC15.1K shares-6.84%2026-03-312026-04-09

DSEP FIRST TR EXCHNG TRADED FD VI15.5K shares-49.55%2026-03-312026-04-09

DFEB FIRST TR EXCHNG TRADED FD VI14.2K shares0.00%2026-03-312026-04-09

SHOP SHOPIFY INC5.6K shares-3.88%2026-03-312026-04-09

Sponsored

TER TERADYNE INC2.2K shares-0.58%2026-03-312026-04-09

XLF SELECT SECTOR SPDR TR13.3K shares133.49%2026-03-312026-04-09

COP CONOCOPHILLIPS4.9K shares-5.84%2026-03-312026-04-09

IGM ISHARES TR5.5K shares-0.76%2026-03-312026-04-09

XMMO INVESCO EXCHANGE TRADED FD T4.5K shares145.37%2026-03-312026-04-09

IWF ISHARES TR1.5K shares71.75%2026-03-312026-04-09

EMXC ISHARES INC8.2K shares-44.16%2026-03-312026-04-09

EATON CORP PLC EATON CORP PLC1.8K shares-8.29%2026-03-312026-04-09

Sponsored

BND VANGUARD BD INDEX FDS8.7K sharesnew addition2026-03-312026-04-09

NDSN NORDSON CORP2.4K shares0.00%2026-03-312026-04-09

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares-5.56%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC12.5K shares47.08%2026-03-312026-04-09

IJK ISHARES TR6.2K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO8.1K shares16.86%2026-03-312026-04-09

AXP AMERICAN EXPRESS CO2.0K shares-11.26%2026-03-312026-04-09

IDNA ISHARES TR21.2K shares-11.68%2026-03-312026-04-09

Sponsored

VOT VANGUARD INDEX FDS2.3K shares35.26%2026-03-312026-04-09

DE DEERE & CO1.1K shares0.57%2026-03-312026-04-09

PWB INVESCO EXCHANGE TRADED FD T4.7K shares-17.38%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR7.4K sharesnew addition2026-03-312026-04-09

IWL ISHARES TR3.7K shares45.45%2026-03-312026-04-09

RDVY FIRST TR EXCHANGE TRADED FD8.6K shares12.27%2026-03-312026-04-09

VBK VANGUARD INDEX FDS1.9K shares22.76%2026-03-312026-04-09

IWD ISHARES TR2.7K shares42.34%2026-03-312026-04-09

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares85.78%2026-03-312026-04-09

VEU VANGUARD INTL EQUITY INDEX F7.7K shares-6.78%2026-03-312026-04-09

XLB SELECT SECTOR SPDR TR11.4K sharesnew addition2026-03-312026-04-09

FE FIRSTENERGY CORP11.2K shares0.67%2026-03-312026-04-09

ZJUL INNOVATOR ETFS TRUST19.4K shares-1.90%2026-03-312026-04-09

GAM GENERAL AMERN INVS CO INC9.6K shares0.00%2026-03-312026-04-09

BCI ABRDN ETFS23.0K shares-3.32%2026-03-312026-04-09

AIQ GLOBAL X FDS11.8K shares-9.68%2026-03-312026-04-09

Sponsored

GE AEROSPACE GE AEROSPACE1.9K shares-14.53%2026-03-312026-04-09

MS MORGAN STANLEY3.2K shares-0.41%2026-03-312026-04-09

JEPQ J P MORGAN EXCHANGE TRADED F9.4K shares-4.83%2026-03-312026-04-09

JPIE J P MORGAN EXCHANGE TRADED F11.1K sharesnew addition2026-03-312026-04-09

NVS NOVARTIS AG3.3K shares0.57%2026-03-312026-04-09

BAC BANK AMERICA CORP10.2K shares-6.02%2026-03-312026-04-09

ORCL ORACLE CORP3.4K shares-14.92%2026-03-312026-04-09

DFAS DIMENSIONAL ETF TRUST6.8K sharesnew addition2026-03-312026-04-09

Sponsored

PCY INVESCO EXCH TRADED FD TR II23.1K shares-7.64%2026-03-312026-04-09

SCHY SCHWAB STRATEGIC TR14.6K shares-7.15%2026-03-312026-04-09

QCOM QUALCOMM INC3.6K shares-4.94%2026-03-312026-04-09

PDBC INVESCO ACTVELY MNGD ETC FD26.4K shares-32.35%2026-03-312026-04-09

IFRA ISHARES TR8.0K shares-12.27%2026-03-312026-04-09

LNG CHENIERE ENERGY INC1.6K shares43.75%2026-03-312026-04-09

IGRO ISHARES TR5.4K shares3.72%2026-03-312026-04-09

AGG ISHARES TR4.5K shares37.83%2026-03-312026-04-09

Sponsored

DFUV DIMENSIONAL ETF TRUST9.2K shares6.54%2026-03-312026-04-09

IAGG ISHARES TR8.8K shares8.81%2026-03-312026-04-09

INTC INTEL CORP9.9K shares3.58%2026-03-312026-04-09

DFIP DIMENSIONAL ETF TRUST10.4K shares-2.48%2026-03-312026-04-09

MELI MERCADOLIBRE INC247 shares2.07%2026-03-312026-04-09

UNP UNION PAC CORP1.8K shares-1.01%2026-03-312026-04-09

EMR EMERSON ELEC CO3.2K shares-1.87%2026-03-312026-04-09

ET ENERGY TRANSFER L P21.3K shares-5.63%2026-03-312026-04-09

Sponsored

CRWD CROWDSTRIKE HLDGS INC1.0K shares-18.26%2026-03-312026-04-09

SUB ISHARES TR3.7K shares-59.83%2026-03-312026-04-09

WM WASTE MGMT INC DEL1.7K shares-10.51%2026-03-312026-04-09

GEV GE VERNOVA INC447 shares2.52%2026-03-312026-04-09

IYK ISHARES TR5.5K shares-13.33%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L10.1K shares-0.29%2026-03-312026-04-09

SPYD SPDR SERIES TRUST8.3K shares-11.69%2026-03-312026-04-09

ITW ILLINOIS TOOL WKS INC1.5K shares-1.76%2026-03-312026-04-09

Sponsored

V VISA INC1.2K shares-4.37%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.7K shares-2.57%2026-03-312026-04-09

FDVV FIDELITY COVINGTON TRUST6.7K shares-19.17%2026-03-312026-04-09

SCHE SCHWAB STRATEGIC TR11.2K shares2.51%2026-03-312026-04-09

TFC TRUIST FINL CORP7.9K shares-6.09%2026-03-312026-04-09

DJUN FIRST TR EXCHNG TRADED FD VI7.7K sharesnew addition2026-03-312026-04-09

ING ING GROEP N.V.13.9K shares0.18%2026-03-312026-04-09

GLDM WORLD GOLD TR3.9K shares-65.88%2026-03-312026-04-09

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF6.7K shares19.50%2026-03-312026-04-09

GDX VANECK ETF TRUST3.9K shares-19.42%2026-03-312026-04-09

VGLT VANGUARD SCOTTSDALE FDS6.4K shares-78.75%2026-03-312026-04-09

CVS CVS HEALTH CORP4.9K shares-50.43%2026-03-312026-04-09

SDVY FIRST TR EXCHANGE TRADED FD8.9K shares-7.69%2026-03-312026-04-09

IGF ISHARES TR5.3K shares10.48%2026-03-312026-04-09

RSPG INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-04-09

IHAK ISHARES TR8.0K shares-11.04%2026-03-312026-04-09

Sponsored

LMUB ISHARES TR6.9K sharesnew addition2026-03-312026-04-09

JMOM J P MORGAN EXCHANGE TRADED F5.0K shares-6.31%2026-03-312026-04-09

XOP SPDR SERIES TRUST1.9K sharesnew addition2026-03-312026-04-09

ETR ENTERGY CORP NEW3.0K shares0.13%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR2.1K sharesnew addition2026-03-312026-04-09

FYX FIRST TR EXCHANGE-TRADED ALP2.8K sharesnew addition2026-03-312026-04-09

VIS VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-04-09

AEP AMERICAN ELEC PWR CO INC2.5K shares-18.65%2026-03-312026-04-09

Sponsored

IWB ISHARES TR917 shares-2.86%2026-03-312026-04-09

VXF VANGUARD INDEX FDS1.6K shares-11.46%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO3.8K shares0.08%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR10.9K shares-63.68%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC1.2K shares-34.78%2026-03-312026-04-09

CEG CONSTELLATION ENERGY CORP1.1K shares-30.94%2026-03-312026-04-09

DIS DISNEY WALT CO3.2K shares-12.47%2026-03-312026-04-09

BSEP INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-04-09

Sponsored

CSCO CISCO SYS INC3.9K shares-40.28%2026-03-312026-04-09

NSC NORFOLK SOUTHN CORP1.0K shares-5.85%2026-03-312026-04-09

GILD GILEAD SCIENCES INC2.2K shares17.59%2026-03-312026-04-09

ENB ENBRIDGE INC5.5K shares13.94%2026-03-312026-04-09

BSX BOSTON SCIENTIFIC CORP4.7K shares-0.63%2026-03-312026-04-09

CSX CSX CORP7.2K shares8.92%2026-03-312026-04-09

PSCT INVESCO EXCH TRADED FD TR II4.9K sharesnew addition2026-03-312026-04-09

BUG GLOBAL X FDS11.5K shares-11.50%2026-03-312026-04-09

Sponsored

DGX QUEST DIAGNOSTICS INC1.5K sharesnew addition2026-03-312026-04-09

VYMI VANGUARD WHITEHALL FDS3.0K shares-10.05%2026-03-312026-04-09

XTL SPDR SERIES TRUST1.5K shares-10.85%2026-03-312026-04-09

USMV ISHARES TR3.0K shares-8.14%2026-03-312026-04-09

FVD FIRST TR EXCHANGE-TRADED FD5.9K shares-11.87%2026-03-312026-04-09

BRC BRADY CORP3.3K shares0.00%2026-03-312026-04-09

QYLD GLOBAL X FDS15.5K shares54.07%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F1.8K shares7.50%2026-03-312026-04-09

Sponsored

PYLD PIMCO ETF TR10.1K shares-14.89%2026-03-312026-04-09

EFA ISHARES TR2.7K shares-19.42%2026-03-312026-04-09

ED CONSOLIDATED EDISON INC2.3K sharesnew addition2026-03-312026-04-09

CIEN CIENA CORP671 sharesnew addition2026-03-312026-04-09

PAAS PAN AMERN SILVER CORP4.8K shares0.48%2026-03-312026-04-09

OZ BELPOINTE PREP LLC4.9K shares0.00%2026-03-312026-04-09

IFN ABERDEEN INDIA FD INC22.8K shares65.33%2026-03-312026-04-09

EVLN MORGAN STANLEY ETF TRUST5.4K shares-22.00%2026-03-312026-04-09

Sponsored

IYZ ISHARES TR6.5K shares-15.58%2026-03-312026-04-09

GEF.B GREIF INC2.9K shares1.11%2026-03-312026-04-09

ETHA ISHARES ETHEREUM TR16.0K shares-14.30%2026-03-312026-04-09

DEM WISDOMTREE TR5.1K shares-11.28%2026-03-312026-04-09

SO SOUTHERN CO2.6K shares-0.84%2026-03-312026-04-09

XYLD GLOBAL X FDS6.4K shares-3.49%2026-03-312026-04-09

FBTC FIDELITY WISE ORIGIN BITCOIN4.2K shares-18.86%2026-03-312026-04-09

FNY FIRST TR EXCHANGE-TRADED ALP2.8K sharesnew addition2026-03-312026-04-09

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.1K shares-1.91%2026-03-312026-04-09

ACWI ISHARES TR1.8K shares0.00%2026-03-312026-04-09

AHR AMERICAN HEALTHCARE REIT INC5.2K shares-8.25%2026-03-312026-04-09

IWS ISHARES TR1.7K shares-16.12%2026-03-312026-04-09

IXUS ISHARES TR2.8K sharesnew addition2026-03-312026-04-09

RYLD GLOBAL X FDS15.9K shares-1.84%2026-03-312026-04-09

AXON AXON ENTERPRISE INC557 shares0.00%2026-03-312026-04-09

BA BOEING CO1.2K shares-7.51%2026-03-312026-04-09

Sponsored

OEF ISHARES TR739 shares-87.82%2026-03-312026-04-09

CMCSA COMCAST CORP NEW8.1K sharesnew addition2026-03-312026-04-09

D DOMINION ENERGY INC3.8K sharesnew addition2026-03-312026-04-09

FTGS FIRST TR EXCHANGE-TRADED FD6.8K shares-9.45%2026-03-312026-04-09

NZF NUVEEN MUN CR INCOME FD18.9K shares1.17%2026-03-312026-04-09

PPG PPG INDS INC2.1K shares-4.06%2026-03-312026-04-09

PFF ISHARES TR7.6K shares-13.49%2026-03-312026-04-09

NUE NUCOR CORP1.4K shares3.05%2026-03-312026-04-09

Sponsored

BK BANK NEW YORK MELLON CORP1.9K shares-5.68%2026-03-312026-04-09

LNT ALLIANT ENERGY CORP3.2K shares0.77%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC1.9K shares-19.48%2026-03-312026-04-09

RPM RPM INTL INC2.2K shares0.45%2026-03-312026-04-09

ELV ELEVANCE HEALTH INC FORMERLY758 shares24.88%2026-03-312026-04-09

TDIV FIRST TR EXCHANGE TRADED FD2.4K sharesnew addition2026-03-312026-04-09

IBKR INTERACTIVE BROKERS GROUP IN3.3K shares-5.50%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC642 shares-21.32%2026-03-312026-04-09

Sponsored

BOCT INNOVATOR ETFS TRUST4.5K shares0.00%2026-03-312026-04-09

ITA ISHARES TR990 shares-67.36%2026-03-312026-04-09

GLW CORNING INC1.6K sharesnew addition2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP622 shares-30.66%2026-03-312026-04-09

SHEL SHELL PLC2.3K sharesnew addition2026-03-312026-04-09

PREF PRINCIPAL EXCHANGE TRADED FD11.2K shares-11.37%2026-03-312026-04-09

AVLV AMERICAN CENTY ETF TR2.6K sharesnew addition2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP2.2K shares-0.58%2026-03-312026-04-09

Sponsored

VENTURE GLOBAL INC VENTURE GLOBAL INC13.1K sharesnew addition2026-03-312026-04-09

PSI INVESCO EXCHANGE TRADED FD T2.2K sharesnew addition2026-03-312026-04-09

EDGF ADVISORS INNER CIRCLE FD II8.3K sharesnew addition2026-03-312026-04-09

MAGS LISTED FDS TR3.5K shares0.43%2026-03-312026-04-09

PECO PHILLIPS EDISON & CO INC5.4K sharesnew addition2026-03-312026-04-09

JPIB J P MORGAN EXCHANGE TRADED F4.2K shares-11.77%2026-03-312026-04-09

PEG PUBLIC SVC ENTERPRISE GROUP2.5K sharesnew addition2026-03-312026-04-09

BIOHAVEN LTD BIOHAVEN LTD15.5K shares0.00%2026-03-312026-04-09

Sponsored

PML PIMCO MUN INCOME FD II11.8K shares1.54%2026-03-312026-04-09

ZVIA ZEVIA PBC13.1K shares11.90%2026-03-312026-04-09

ACHR.WS ARCHER AVIATION INC10.0K shares0.00%2026-03-312026-04-09

SPYM

SPDR SERIES TRUST

34.36%

Shares2.3M

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

1.14%

Shares2.9M

Event2026-03-31

Filed2026-04-09

CORO

BLACKROCK ETF TRUST

New

Shares2.3M

Event2026-03-31

Filed2026-04-09

VEA

VANGUARD TAX-MANAGED FDS

5.67%

Shares917.0K

Event2026-03-31

Filed2026-04-09

DYNF

BLACKROCK ETF TRUST

3.83%

Shares1.0M

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

11.23%

Shares124.7K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONAL ETF TRUST

-7.80%

Shares1.4M

Event2026-03-31

Filed2026-04-09

VTV

VANGUARD INDEX FDS

8.37%

Shares240.8K

Event2026-03-31

Filed2026-04-09

DCOR

DIMENSIONAL ETF TRUST

3.30%

Shares478.1K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

-30.20%

Shares156.3K

Event2026-03-31

Filed2026-04-09

BAI

BLACKROCK ETF TRUST

42.32%

Shares945.9K

Event2026-03-31

Filed2026-04-09

SPYG

SPDR SERIES TRUST

6.00%

Shares314.1K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-45.25%

Shares424.2K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

7.23%

Shares143.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-4.30%

Shares104.8K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

19.01%

Shares546.1K

Event2026-03-31

Filed2026-04-09

TFLO

ISHARES TR

19.72%

Shares494.1K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

6.24%

Shares103.8K

Event2026-03-31

Filed2026-04-09

THRO

BLACKROCK ETF TRUST

10.88%

Shares629.9K

Event2026-03-31

Filed2026-04-09

VWO

VANGUARD INTL EQUITY INDEX F

9.10%

Shares351.5K

Event2026-03-31

Filed2026-04-09

SHLD

GLOBAL X FDS

61.33%

Shares268.0K

Event2026-03-31

Filed2026-04-09

GOVT

ISHARES TR

New

Shares808.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.99%

Shares30.9K

Event2026-03-31

Filed2026-04-09

DFIC

DIMENSIONAL ETF TRUST

-13.35%

Shares494.7K

Event2026-03-31

Filed2026-04-09

MBB

ISHARES TR

18.16%

Shares175.1K

Event2026-03-31

Filed2026-04-09

INVESCO QQQ TR

-5.84%

Shares27.0K

Event2026-03-31

Filed2026-04-09

BSV

VANGUARD BD INDEX FDS

14.74%

Shares185.1K

Event2026-03-31

Filed2026-04-09

DFSD

DIMENSIONAL ETF TRUST

4.52%

Shares296.7K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

3.04%

Shares36.0K

Event2026-03-31

Filed2026-04-09

BINC

BLACKROCK ETF TRUST II

-15.12%

Shares242.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

6.03%

Shares47.9K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

29.80%

Shares18.3K

Event2026-03-31

Filed2026-04-09

TLH

ISHARES TR

10.95%

Shares114.2K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

-37.98%

Shares227.9K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

2.44%

Shares58.9K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

-4.13%

Shares19.4K

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

8.21%

Shares219.6K

Event2026-03-31

Filed2026-04-09

DFGX

DIMENSIONAL ETF TRUST

9.49%

Shares172.2K

Event2026-03-31

Filed2026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.53%

Shares205.5K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

-49.80%

Shares94.7K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

-9.57%

Shares223.8K

Event2026-03-31

Filed2026-04-09

DGCB

DIMENSIONAL ETF TRUST

9.44%

Shares141.0K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

24.68%

Shares98.6K

Event2026-03-31

Filed2026-04-09

BALT

INNOVATOR ETFS TRUST

41.58%

Shares223.2K

Event2026-03-31

Filed2026-04-09

QQQM

INVESCO EXCH TRADED FD TR II

-54.89%

Shares30.1K

Event2026-03-31

Filed2026-04-09

VMBS

VANGUARD SCOTTSDALE FDS

12.64%

Shares150.8K

Event2026-03-31

Filed2026-04-09

AIRR

FIRST TR EXCHANGE TRADED FD

-4.75%

Shares61.9K

Event2026-03-31

Filed2026-04-09

BLV

VANGUARD BD INDEX FDS

16.62%

Shares98.1K

Event2026-03-31

Filed2026-04-09

UJUL

INNOVATOR ETFS TRUST

6.12%

Shares175.4K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONAL ETF TRUST

-2.90%

Shares92.3K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-6.58%

Shares9.7K

Event2026-03-31

Filed2026-04-09

BIL

SPDR SERIES TRUST

0.54%

Shares68.7K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

1.73%

Shares19.3K

Event2026-03-31

Filed2026-04-09

UJAN

INNOVATOR ETFS TRUST

5.68%

Shares142.2K

Event2026-03-31

Filed2026-04-09

HIMU

BLACKROCK ETF TRUST II

26.81%

Shares122.9K

Event2026-03-31

Filed2026-04-09

UAPR

INNOVATOR ETFS TRUST

7.13%

Shares175.3K

Event2026-03-31

Filed2026-04-09

UAUG

INNOVATOR ETFS TRUST

6.02%

Shares147.5K

Event2026-03-31

Filed2026-04-09

UDEC

INNOVATOR ETFS TRUST

5.40%

Shares149.1K

Event2026-03-31

Filed2026-04-09

UMAR

INNOVATOR ETFS TRUST

5.84%

Shares145.4K

Event2026-03-31

Filed2026-04-09

UMAY

INNOVATOR ETFS TRUST

6.25%

Shares156.9K

Event2026-03-31

Filed2026-04-09

UJUN

INNOVATOR ETFS TRUST

6.11%

Shares154.6K

Event2026-03-31

Filed2026-04-09

USEP

INNOVATOR ETFS TRUST

6.02%

Shares148.4K

Event2026-03-31

Filed2026-04-09

UOCT

INNOVATOR ETFS TRUST

7.09%

Shares150.0K

Event2026-03-31

Filed2026-04-09

UFEB

INNOVATOR ETFS TRUST

4.25%

Shares157.9K

Event2026-03-31

Filed2026-04-09

UNOV

INNOVATOR ETFS TRUST

6.20%

Shares153.0K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-1.94%

Shares26.8K

Event2026-03-31

Filed2026-04-09

AVDE

AMERICAN CENTY ETF TR

1.62%

Shares63.8K

Event2026-03-31

Filed2026-04-09

VTEI

VANGUARD MUN BD FDS

41.61%

Shares52.7K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

22.74%

Shares37.5K

Event2026-03-31

Filed2026-04-09

VYM

VANGUARD WHITEHALL FDS

-25.56%

Shares33.1K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

10.42%

Shares22.4K

Event2026-03-31

Filed2026-04-09

ZALT

INNOVATOR ETFS TRUST

-30.25%

Shares142.9K

Event2026-03-31

Filed2026-04-09

FBCG

FIDELITY COVINGTON TRUST

-0.14%

Shares90.4K

Event2026-03-31

Filed2026-04-09

SPMD

SPDR SERIES TRUST

New

Shares76.5K

Event2026-03-31

Filed2026-04-09

SPSM

SPDR SERIES TRUST

New

Shares93.3K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

14.49%

Shares26.6K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-25.33%

Shares10.2K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

39.92%

Shares14.6K

Event2026-03-31

Filed2026-04-09

ROYAL BK CDA

0.00%

Shares25.0K

Event2026-03-31

Filed2026-04-09

MEAR

ISHARES U S ETF TR

17.55%

Shares77.8K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

-1.50%

Shares11.6K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

3.31%

Shares53.8K

Event2026-03-31

Filed2026-04-09

USFR

WISDOMTREE TR

240.06%

Shares75.0K

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

-37.98%

Shares19.8K

Event2026-03-31

Filed2026-04-09

SPAB

SPDR SERIES TRUST

-30.61%

Shares136.1K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

35.31%

Shares3.5K

Event2026-03-31

Filed2026-04-09

EFV

ISHARES TR

-17.23%

Shares46.4K

Event2026-03-31

Filed2026-04-09

SOXX

ISHARES TR

-53.62%

Shares10.3K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-9.85%

Shares11.8K

Event2026-03-31

Filed2026-04-09

DFNM

DIMENSIONAL ETF TRUST

19.81%

Shares70.0K

Event2026-03-31

Filed2026-04-09

CLOA

BLACKROCK ETF TRUST II

31.97%

Shares61.6K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

66.80%

Shares21.4K

Event2026-03-31

Filed2026-04-09

SYSB

ISHARES TR

16.72%

Shares33.9K

Event2026-03-31

Filed2026-04-09

FNDF

SCHWAB STRATEGIC TR

28.99%

Shares60.7K

Event2026-03-31

Filed2026-04-09

MLPX

GLOBAL X FDS

435.95%

Shares39.8K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-3.40%

Shares4.1K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

192.78%

Shares47.2K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

-15.70%

Shares25.3K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-3.65%

Shares11.5K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

54.34%

Shares25.2K

Event2026-03-31

Filed2026-04-09