Sponsored

The Analysis of CALTON & ASSOCIATES, INC.'s Holdings & P&L

Currently, CALTON & ASSOCIATES, INC. holds 438 types of securities in its portfolio with a total value $695.9M. In the most recent quarter, they have increased their positions in SPY (+31.3K shares, valued at $20.4M), NVDA (+58.0K shares, valued at $10.1M), SGVT (+83.4K shares, valued at $8.4M); decreased their positions in N/A (-4.7K shares, valued at $2.3M), HD (-6.0K shares, valued at $2.0M), LITE (-2.5K shares, valued at $1.8M); initiated new positions in SPY (+31.3K shares, valued at $20.4M), NVDA (+58.0K shares, valued at $10.1M), GLD (+10.1K shares, valued at $4.4M).

1M P&L

+21.5M+3.35%

3M P&L

-39.5M-5.62%

HY P&L

-7.9M-1.18%

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/A480.6M

78.6%

2Consumer Electronics18.4M

3.0%

3Software - Infrastructure10.9M

1.8%

Top Industries by Stock Count

1N/A268 stocks

63.1%

2Utilities - Regulated Electric11 stocks

2.6%

3Drug Manufacturers - General9 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR56.4K shares-4.95%2026-03-312026-05-13

PSTR NORTHERN LTS FD TR II1.0M shares-0.26%2026-03-312026-05-13

SPYM SPDR SERIES TRUST270.2K shares-2.25%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T31.3K sharesnew addition2026-03-312026-05-13

FDVV FIDELITY COVINGTON TRUST302.2K shares-4.46%2026-03-312026-05-13

AAPL APPLE INC64.8K shares-4.43%2026-03-312026-05-13

USFR WISDOMTREE TR269.7K shares-8.82%2026-03-312026-05-13

VRIG INVESCO ACTIVELY MANAGED EXC469.4K shares-1.00%2026-03-312026-05-13

Sponsored

BIL SPDR SERIES TRUST123.2K shares-6.07%2026-03-312026-05-13

DBEF DBX ETF TR216.3K shares1.12%2026-03-312026-05-13

VFH VANGUARD WORLD FD88.0K shares-0.26%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR361.3K shares-4.04%2026-03-312026-05-13

VUG VANGUARD INDEX FDS23.6K shares-0.88%2026-03-312026-05-13

NVDA NVIDIA CORPORATION58.0K sharesnew addition2026-03-312026-05-13

FLRN SPDR SERIES TRUST323.1K shares5.23%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR67.5K shares-5.66%2026-03-312026-05-13

Sponsored

MGC VANGUARD WORLD FD37.0K shares-1.21%2026-03-312026-05-13

SGVT SCHWAB STRATEGIC TR86.3K shares2806.46%2026-03-312026-05-13

BILS SPDR SERIES TRUST82.9K shares-8.31%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II33.5K shares10.08%2026-03-312026-05-13

VHT VANGUARD WORLD FD28.5K shares0.71%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS12.0K shares5.93%2026-03-312026-05-13

COWZ PACER FDS TR111.3K shares-13.00%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD90.4K shares21.14%2026-03-312026-05-13

Sponsored

SPYD SPDR SERIES TRUST127.9K shares-2.30%2026-03-312026-05-13

MSFT MICROSOFT CORP15.4K shares8.72%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF126.7K shares-0.03%2026-03-312026-05-13

MGV VANGUARD WORLD FD34.2K shares-12.40%2026-03-312026-05-13

SLYV SPDR SERIES TRUST51.2K shares-1.48%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS74.4K shares-8.52%2026-03-312026-05-13

IWM ISHARES TR19.2K shares0.29%2026-03-312026-05-13

VDC VANGUARD WORLD FD20.7K shares1.51%2026-03-312026-05-13

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD76.0K shares-3.37%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.3K shares-33.54%2026-03-312026-05-13

DGRO ISHARES TR62.3K shares0.32%2026-03-312026-05-13

GLD SPDR GOLD TR10.1K sharesnew addition2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F76.2K sharesnew addition2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR27.9K sharesnew addition2026-03-312026-05-13

ACWI ISHARES TR28.9K sharesnew addition2026-03-312026-05-13

SRLN SSGA ACTIVE ETF TR97.7K shares-0.21%2026-03-312026-05-13

Sponsored

GDX VANECK ETF TRUST39.6K shares-20.47%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS46.2K shares3.83%2026-03-312026-05-13

GCOW PACER FDS TR76.3K shares0.41%2026-03-312026-05-13

SHV ISHARES TR31.8K shares92.81%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS43.8K shares55.70%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO11.7K shares0.65%2026-03-312026-05-13

LQD ISHARES TR31.0K shares4.65%2026-03-312026-05-13

TIP ISHARES TR30.6K shares13.28%2026-03-312026-05-13

Sponsored

AMZN AMAZON COM INC16.1K shares-8.26%2026-03-312026-05-13

SMH VANECK ETF TRUST8.7K shares-6.23%2026-03-312026-05-13

XOM EXXON MOBIL CORP19.2K shares-27.12%2026-03-312026-05-13

IVW ISHARES TR28.2K shares-11.75%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC9.2K shares10.82%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI91.5K shares-9.64%2026-03-312026-05-13

ITA ISHARES TR13.9K shares2.12%2026-03-312026-05-13

ITOT ISHARES TR21.1K shares-2.39%2026-03-312026-05-13

Sponsored

IVE ISHARES TR13.8K shares-4.12%2026-03-312026-05-13

USMV ISHARES TR31.3K shares-14.47%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD72.0K shares-6.01%2026-03-312026-05-13

CVX CHEVRON CORPORATION13.6K shares3.69%2026-03-312026-05-13

GOVT ISHARES TR119.5K shares-1.38%2026-03-312026-05-13

RDVI FIRST TR EXCHANGE-TRADED FD102.7K shares-16.27%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP4.3K sharesnew addition2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE60.1K shares-12.31%2026-03-312026-05-13

Sponsored

XLF SELECT SECTOR SPDR TR51.6K shares0.48%2026-03-312026-05-13

ALPHABET INC ALPHABET INC8.9K shares-0.69%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T45.2K shares51.46%2026-03-312026-05-13

FPX FIRST TR EXCHANGE-TRADED FD15.4K shares2.29%2026-03-312026-05-13

WMT WALMART INC19.6K shares-28.12%2026-03-312026-05-13

PDP INVESCO EXCHANGE TRADED FD T19.8K shares-1.88%2026-03-312026-05-13

VIS VANGUARD WORLD FD7.6K shares3.59%2026-03-312026-05-13

LLY ELI LILLY & CO2.5K shares-9.44%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC8.0K shares8.42%2026-03-312026-05-13

TSLA TESLA INC5.8K shares4.23%2026-03-312026-05-13

EEM ISHARES TR37.8K sharesnew addition2026-03-312026-05-13

FVD FIRST TR EXCHANGE-TRADED FD45.2K shares-30.57%2026-03-312026-05-13

FLOT ISHARES TR40.2K shares24.84%2026-03-312026-05-13

AIRR FIRST TR EXCHANGE TRADED FD18.4K shares57.93%2026-03-312026-05-13

NORTHERN LTS FD TR II NORTHERN LTS FD TR II84.2K shares318.81%2026-03-312026-05-13

GARP ISHARES TR29.4K shares5.88%2026-03-312026-05-13

Sponsored

XME SPDR SERIES TRUST16.6K shares-5.48%2026-03-312026-05-13

VPU VANGUARD WORLD FD8.8K shares5.55%2026-03-312026-05-13

PFF ISHARES TR57.2K shares-0.18%2026-03-312026-05-13

IVV ISHARES TR2.6K shares-12.49%2026-03-312026-05-13

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD100.6K shares-42.32%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC32.8K shares-5.25%2026-03-312026-05-13

HYG ISHARES TR20.5K shares76.25%2026-03-312026-05-13

META META PLATFORMS INC2.8K shares9.24%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON6.5K shares-6.48%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR25.8K shares-6.28%2026-03-312026-05-13

ORCL ORACLE CORP10.7K shares119.97%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS33.8K shares5.82%2026-03-312026-05-13

T AT&T INC53.1K shares-7.04%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR9.4K shares3.59%2026-03-312026-05-13

VDE VANGUARD WORLD FD8.5K shares-0.78%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC10.1K shares-15.68%2026-03-312026-05-13

Sponsored

XMLV INVESCO EXCH TRADED FD TR II23.4K shares-13.59%2026-03-312026-05-13

KRE SPDR SERIES TRUST22.4K shares-3.63%2026-03-312026-05-13

CGGO CAPITAL GROUP GBL GROWTH EQT43.6K shares0.88%2026-03-312026-05-13

PECO PHILLIPS EDISON & CO INC38.4K shares-13.00%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR28.9K shares21.65%2026-03-312026-05-13

ABBV ABBVIE INC6.4K shares-11.22%2026-03-312026-05-13

CGMU CAPITAL GRP FIXED INCM ETF T50.9K shares31.64%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC4.0K shares40.22%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC4.4K shares3.32%2026-03-312026-05-13

TMFC RBB FD INC20.5K shares-29.60%2026-03-312026-05-13

VTV VANGUARD INDEX FDS6.8K shares-17.89%2026-03-312026-05-13

CWB SPDR SERIES TRUST14.5K shares-10.79%2026-03-312026-05-13

PTLC PACER FDS TR24.9K shares-33.45%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR15.7K shares0.08%2026-03-312026-05-13

CAT CATERPILLAR INC1.8K shares-21.18%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS27.3K shares-0.40%2026-03-312026-05-13

Sponsored

FEZ SPDR INDEX SHS FDS20.5K shares-2.29%2026-03-312026-05-13

SLV ISHARES SILVER TR18.6K shares-22.46%2026-03-312026-05-13

SPYG SPDR SERIES TRUST12.9K shares-6.31%2026-03-312026-05-13

SPTM SPDR SERIES TRUST15.8K shares1.97%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS5.6K shares-6.12%2026-03-312026-05-13

ASTS AST SPACEMOBILE INC14.5K shares6.63%2026-03-312026-05-13

FDL FIRST TR EXCHANGE-TRADED FD23.1K shares-8.99%2026-03-312026-05-13

DCOR DIMENSIONAL ETF TRUST15.8K shares91.36%2026-03-312026-05-13

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.9K shares-8.51%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST29.1K shares78.87%2026-03-312026-05-13

VFMF VANGUARD WELLINGTON FD7.3K shares36.81%2026-03-312026-05-13

HD HOME DEPOT INC3.4K shares-63.69%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR9.7K shares-11.61%2026-03-312026-05-13

FBCG FIDELITY COVINGTON TRUST20.9K shares-4.20%2026-03-312026-05-13

SPYV SPDR SERIES TRUST18.4K shares-19.75%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.0K shares12.42%2026-03-312026-05-13

Sponsored

GWW WW GRAINGER INC950 shares-0.11%2026-03-312026-05-13

INDA ISHARES TR22.0K shares-4.92%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR9.3K shares0.00%2026-03-312026-05-13

IJR ISHARES TR8.1K shares-0.26%2026-03-312026-05-13

IEFA ISHARES TR11.1K shares-12.88%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.2K shares-3.74%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR21.8K shares5.65%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR19.7K shares2.30%2026-03-312026-05-13

Sponsored

IJH ISHARES TR14.4K shares-2.90%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO3.9K shares-18.16%2026-03-312026-05-13

AMAT APPLIED MATLS INC2.8K shares-5.82%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC4.6K shares4.69%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II8.4K shares-45.09%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS12.5K shares-15.97%2026-03-312026-05-13

V VISA INC3.1K shares-6.03%2026-03-312026-05-13

CFO VICTORY PORTFOLIOS II12.4K shares0.10%2026-03-312026-05-13

Sponsored

EDOG ALPS ETF TR36.2K shares-1.33%2026-03-312026-05-13

EWC ISHARES INC16.6K sharesnew addition2026-03-312026-05-13

IWF ISHARES TR2.1K shares3.53%2026-03-312026-05-13

CMI CUMMINS INC1.7K shares0.48%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS11.5K shares-24.74%2026-03-312026-05-13

HUBBELL INC HUBBELL INC1.8K shares0.00%2026-03-312026-05-13

MDYG SPDR SERIES TRUST9.2K shares0.00%2026-03-312026-05-13

IBB ISHARES TR5.2K shares-1.99%2026-03-312026-05-13

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD17.4K shares-2.96%2026-03-312026-05-13

PG PROCTER & GAMBLE CO6.0K shares-11.87%2026-03-312026-05-13

IQLT ISHARES TR18.6K shares-3.59%2026-03-312026-05-13

IVT INVENTRUST PPTYS CORP28.1K shares-11.89%2026-03-312026-05-13

NEE NEXTERA ENERGY INC9.1K shares8.60%2026-03-312026-05-13

IGSB ISHARES TR16.0K shares12.73%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.4K shares0.11%2026-03-312026-05-13

IUSG ISHARES TR5.4K shares-0.07%2026-03-312026-05-13

Sponsored

GUNR FLEXSHARES TR15.1K shares2.90%2026-03-312026-05-13

WMB WILLIAMS COS INC11.5K shares-11.23%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP4.6K shares-0.18%2026-03-312026-05-13

KO COCA COLA CO10.8K shares-7.50%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP2.9K shares8.67%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC6.8K shares-56.63%2026-03-312026-05-13

BAC BANK AMERICA CORP16.7K shares-11.12%2026-03-312026-05-13

FCOR FIDELITY MERRIMACK STR TR17.2K shares-0.79%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC3.0K shares-17.76%2026-03-312026-05-13

FTCB FIRST TR EXCHANGE-TRADED FD38.3K shares-0.33%2026-03-312026-05-13

ONEV SPDR SERIES TRUST6.0K shares-7.32%2026-03-312026-05-13

KXI ISHARES TR11.9K shares1.27%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD4.9K shares-4.70%2026-03-312026-05-13

NFLX NETFLIX INC.8.1K shares51.92%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC3.7K shares-4.10%2026-03-312026-05-13

IEMG ISHARES INC11.0K shares138.73%2026-03-312026-05-13

Sponsored

NUKZ EXCHANGE TRADED CONCEPTS TRU11.5K shares257.08%2026-03-312026-05-13

AVSD AMERICAN CENTY ETF TR10.2K shares-3.06%2026-03-312026-05-13

CSCO CISCO SYS INC9.6K shares-19.94%2026-03-312026-05-13

ENPH ENPHASE ENERGY INC19.6K shares0.00%2026-03-312026-05-13

PKW INVESCO EXCHANGE TRADED FD T5.5K shares-6.89%2026-03-312026-05-13

PFE PFIZER INC25.7K shares-18.53%2026-03-312026-05-13

VNLA JANUS DETROIT STR TR14.6K shares-52.16%2026-03-312026-05-13

OEF ISHARES TR2.2K shares-18.94%2026-03-312026-05-13

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD20.4K shares-1.58%2026-03-312026-05-13

ODFL OLD DOMINION FREIGHT LINE IN3.5K shares-27.17%2026-03-312026-05-13

VGT VANGUARD WORLD FD990 shares6.68%2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP7.2K shares57.40%2026-03-312026-05-13

FXI ISHARES TR19.2K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC788 shares-26.63%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND1.5K shares-4.69%2026-03-312026-05-13

LAZARD INC LAZARD INC22.3K shares-28.49%2026-03-312026-05-13

Sponsored

VBR VANGUARD INDEX FDS3.1K shares2.66%2026-03-312026-05-13

XBI SPDR SERIES TRUST5.2K shares-3.64%2026-03-312026-05-13

SHY ISHARES TR8.1K shares10.59%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR7.4K shares9.87%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS7.1K shares2.14%2026-03-312026-05-13

ETR ENTERGY CORP NEW5.5K shares4.51%2026-03-312026-05-13

KBE SPDR SERIES TRUST10.4K shares-1.99%2026-03-312026-05-13

INCM FRANKLIN TEMPLETON ETF TR21.6K shares-17.05%2026-03-312026-05-13

Sponsored

TFLO ISHARES TR12.2K shares-27.94%2026-03-312026-05-13

F FORD MTR CO52.2K shares-6.22%2026-03-312026-05-13

IJT ISHARES TR4.1K shares-3.74%2026-03-312026-05-13

AGG ISHARES TR6.0K shares-5.28%2026-03-312026-05-13

URI UNITED RENTALS INC815 shares3.82%2026-03-312026-05-13

DXJ WISDOMTREE TR3.7K shares-0.27%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD6.3K shares-31.28%2026-03-312026-05-13

RTX RTX CORPORATION3.0K shares-34.92%2026-03-312026-05-13

Sponsored

PCY INVESCO EXCH TRADED FD TR II27.4K sharesnew addition2026-03-312026-05-13

SO SOUTHERN CO5.9K shares-3.99%2026-03-312026-05-13

FCG FIRST TR EXCHANGE-TRADED FD18.0K sharesnew addition2026-03-312026-05-13

IEF ISHARES TR6.0K shares63.22%2026-03-312026-05-13

CTBI COMMUNITY TR BANCORP INC9.3K shares-0.38%2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC1.4K shares-12.13%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST15.5K shares70.15%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GROUP6.8K shares-0.50%2026-03-312026-05-13

Sponsored

TOTL SSGA ACTIVE ETF TR13.8K shares-1.32%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC4.2K shares-67.60%2026-03-312026-05-13

TLT ISHARES TR6.3K shares83.69%2026-03-312026-05-13

CGMS CAPITAL GRP FIXED INCM ETF T20.0K shares-38.02%2026-03-312026-05-13

PAAA PGIM ETF TR10.6K shares13.74%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD8.6K shares-31.47%2026-03-312026-05-13

WIP SPDR SERIES TRUST13.5K shares0.02%2026-03-312026-05-13

MS MORGAN STANLEY3.2K shares-7.73%2026-03-312026-05-13

Sponsored

CMCSA COMCAST CORP NEW18.5K shares-12.42%2026-03-312026-05-13

AMGN AMGEN INC1.5K shares-5.69%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR10.6K sharesnew addition2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS9.1K shares-4.11%2026-03-312026-05-13

FDMO FIDELITY COVINGTON TRUST6.6K shares35.75%2026-03-312026-05-13

SAMT ADVISORS INNER CIRCLE FD III13.3K sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.7K sharesnew addition2026-03-312026-05-13

VRP INVESCO EXCH TRADED FD TR II21.7K shares-11.61%2026-03-312026-05-13

Sponsored

TGT TARGET CORP4.3K shares-19.13%2026-03-312026-05-13

MOAT VANECK ETF TRUST5.3K shares-42.72%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR20.9K shares-62.90%2026-03-312026-05-13

PVAL PUTNAM ETF TRUST10.9K shares19.44%2026-03-312026-05-13

MBB ISHARES TR5.3K shares42.96%2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST23.5K shares-15.41%2026-03-312026-05-13

GNRC GENERAC HLDGS INC2.6K shares4.89%2026-03-312026-05-13

BA BOEING CO2.5K shares-11.83%2026-03-312026-05-13

Sponsored

ISTB ISHARES TR10.3K shares9.22%2026-03-312026-05-13

SLYG SPDR SERIES TRUST5.1K shares-0.84%2026-03-312026-05-13

EUFN ISHARES TR14.0K shares-12.71%2026-03-312026-05-13

ARKK ARK ETF TR7.2K shares-37.58%2026-03-312026-05-13

VB VANGUARD INDEX FDS1.9K shares-9.13%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR5.6K shares-2.24%2026-03-312026-05-13

CRM SALESFORCE INC2.5K shares15.47%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC4.1K sharesnew addition2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO4.8K shares-10.50%2026-03-312026-05-13

ALL ALLSTATE CORP2.2K shares-3.71%2026-03-312026-05-13

SOXX ISHARES TR1.4K shares-7.89%2026-03-312026-05-13

ICVT ISHARES TR4.5K shares7.26%2026-03-312026-05-13

ASML ASML HLDG NV340 shares21.43%2026-03-312026-05-13

QTUM ETF SER SOLUTIONS4.1K shares42.51%2026-03-312026-05-13

RAVI FLEXSHARES TR5.8K shares14.36%2026-03-312026-05-13

PZA INVESCO EXCH TRADED FD TR II19.0K shares-38.26%2026-03-312026-05-13

Sponsored

VGLT VANGUARD SCOTTSDALE FDS7.9K sharesnew addition2026-03-312026-05-13

DGRW WISDOMTREE TR5.0K shares-18.95%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F8.5K shares0.02%2026-03-312026-05-13

EWZ ISHARES INC11.1K shares-5.01%2026-03-312026-05-13

PGX INVESCO EXCH TRADED FD TR II39.0K shares127.64%2026-03-312026-05-13

VGM INVESCO TR INVT GRADE MUNS42.6K shares-21.74%2026-03-312026-05-13

INTC INTEL CORP9.5K shares-34.45%2026-03-312026-05-13

MCK MCKESSON CORP480 shares-7.51%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP1.3K sharesnew addition2026-03-312026-05-13

FEGE RBB FUND TRUST8.8K sharesnew addition2026-03-312026-05-13

XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares-27.29%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.4K shares-18.21%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.7K shares-3.40%2026-03-312026-05-13

LITE LUMENTUM HLDGS INC562 shares-81.87%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC999 shares-17.64%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS2.6K shares-6.94%2026-03-312026-05-13

Sponsored

TBIL RBB FD INC7.7K shares-47.47%2026-03-312026-05-13

CALF PACER FDS TR8.6K shares-1.99%2026-03-312026-05-13

PTNQ PACER FDS TR5.3K shares-38.56%2026-03-312026-05-13

MUB ISHARES TR3.6K shares-10.52%2026-03-312026-05-13

ARCC ARES CAPITAL CORP21.2K shares9.90%2026-03-312026-05-13

MTUM ISHARES TR1.6K shares1.86%2026-03-312026-05-13

TDVI FIRST TR EXCHANGE-TRADED FD14.3K shares-5.16%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC2.4K shares-0.72%2026-03-312026-05-13

Sponsored

EMR EMERSON ELEC CO2.9K sharesnew addition2026-03-312026-05-13

MA MASTERCARD INCORPORATED742 shares-13.11%2026-03-312026-05-13

RJF RAYMOND JAMES FINL INC2.6K shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC3.8K shares-30.97%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F4.9K sharesnew addition2026-03-312026-05-13

NDEC INNOVATOR ETFS TRUST13.6K shares-40.03%2026-03-312026-05-13

PID INVESCO EXCHANGE TRADED FD T16.3K shares19.87%2026-03-312026-05-13

KORP AMERICAN CENTY ETF TR7.8K shares-63.25%2026-03-312026-05-13

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC7.2K shares-16.26%2026-03-312026-05-13

PEP PEPSICO INC2.3K shares-0.09%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR3.2K shares4.11%2026-03-312026-05-13

SNDK SANDISK CORP551 sharesnew addition2026-03-312026-05-13

IXUS ISHARES TR4.0K shares-0.52%2026-03-312026-05-13

FTGC FIRST TR EXCHANGE TRAD FD VI12.1K shares-0.21%2026-03-312026-05-13

KR KROGER CO4.8K shares-8.12%2026-03-312026-05-13

NUE NUCOR CORP2.0K shares0.00%2026-03-312026-05-13

Sponsored

BE BLOOM ENERGY CORP2.5K sharesnew addition2026-03-312026-05-13

XAR SPDR SERIES TRUST1.3K shares29.46%2026-03-312026-05-13

FSK FS KKR CAP CORP33.0K shares-38.83%2026-03-312026-05-13

QLC FLEXSHARES TR4.3K shares11.52%2026-03-312026-05-13

GLW CORNING INC2.5K shares-64.29%2026-03-312026-05-13

GSK PLC GSK PLC6.1K shares-40.02%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP3.5K shares7.57%2026-03-312026-05-13

DSL DOUBLELINE INCOME SOLUTIONS30.3K shares4.82%2026-03-312026-05-13

Sponsored

DE DEERE & CO579 shares4.14%2026-03-312026-05-13

TXN TEXAS INSTRS INC1.7K shares-9.40%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC902 shares-39.99%2026-03-312026-05-13

GRNY TIDAL TRUST I13.5K shares37.56%2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares4.59%2026-03-312026-05-13

REMX VANECK ETF TRUST3.6K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR12.4K sharesnew addition2026-03-312026-05-13

DABS DOUBLELINE ETF TRUST6.2K sharesnew addition2026-03-312026-05-13

Sponsored

CEF SPROTT ASSET MANAGEMENT LP6.6K shares28.43%2026-03-312026-05-13

IWY ISHARES TR1.3K shares11.17%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR7.7K shares-0.48%2026-03-312026-05-13

FDD FIRST TR EXCHANGE-TRADED FD17.2K shares10.72%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F5.6K shares-24.27%2026-03-312026-05-13

SPGP INVESCO EXCHANGE TRADED FD T2.8K shares-19.66%2026-03-312026-05-13

SHLD GLOBAL X FDS4.3K sharesnew addition2026-03-312026-05-13

CRWV COREWEAVE INC3.9K sharesnew addition2026-03-312026-05-13

Sponsored

IWB ISHARES TR839 shares0.12%2026-03-312026-05-13

PWR QUANTA SVCS INC544 shares-20.93%2026-03-312026-05-13

SPTL SPDR SERIES TRUST11.3K shares-1.14%2026-03-312026-05-13

ENB ENBRIDGE INC5.4K shares-71.88%2026-03-312026-05-13

SOFI SOFI TECHNOLOGIES INC18.5K shares-8.22%2026-03-312026-05-13

FPEI FIRST TR EXCH TRADED FD III15.4K shares0.10%2026-03-312026-05-13

WBD WARNER BROS DISCOVERY INC10.6K sharesnew addition2026-03-312026-05-13

TD TORONTO DOMINION BK ONT3.1K sharesnew addition2026-03-312026-05-13

Sponsored

EZU ISHARES INC4.6K shares26.97%2026-03-312026-05-13

BOND PIMCO ETF TR3.1K shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.0K shares0.30%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS5.7K shares-28.94%2026-03-312026-05-13

DVY ISHARES TR1.9K shares-25.88%2026-03-312026-05-13

ONON ON HLDG AG8.3K shares-10.75%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD1.4K shares-21.04%2026-03-312026-05-13

DTE DTE ENERGY CO1.9K shares-13.51%2026-03-312026-05-13

Sponsored

MMM 3M CO1.9K shares-4.94%2026-03-312026-05-13

EXC EXELON CORP5.6K shares0.34%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD2.2K shares34.91%2026-03-312026-05-13

HON HONEYWELL INTL INC1.2K shares4.81%2026-03-312026-05-13

CSX CSX CORP6.7K shares16.34%2026-03-312026-05-13

FDT FIRST TR EXCH TRD ALPHDX FD3.1K sharesnew addition2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST7.9K sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC2.4K shares-15.25%2026-03-312026-05-13

Sponsored

GNR SPDR INDEX SHS FDS3.6K shares-4.49%2026-03-312026-05-13

IEI ISHARES TR2.3K shares-6.83%2026-03-312026-05-13

TFC TRUIST FINL CORP5.8K shares4.80%2026-03-312026-05-13

VO VANGUARD INDEX FDS929 shares3.34%2026-03-312026-05-13

DAL DELTA AIR LINES INC4.0K shares-1.85%2026-03-312026-05-13

QBUF INNOVATOR ETFS TRUST9.1K shares6.61%2026-03-312026-05-13

DON WISDOMTREE TR5.0K shares-3.60%2026-03-312026-05-13

IYK ISHARES TR3.7K shares-16.42%2026-03-312026-05-13

Sponsored

LNT ALLIANT ENERGY CORP3.6K shares2.82%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP951 sharesnew addition2026-03-312026-05-13

WCMI FIRST TR EXCHANGE-TRADED FD15.1K shares-1.22%2026-03-312026-05-13

HYMB SPDR SERIES TRUST10.2K shares-13.53%2026-03-312026-05-13

NOW SERVICENOW INC2.4K shares-10.91%2026-03-312026-05-13

IBDR ISHARES TR10.4K shares0.00%2026-03-312026-05-13

FFOG FRANKLIN TEMPLETON ETF TR6.1K shares-17.83%2026-03-312026-05-13

HTGC HERCULES CAPITAL INC16.9K shares63.11%2026-03-312026-05-13

Sponsored

BAR GRANITESHARES GOLD TR5.4K shares13.17%2026-03-312026-05-13

VTI VANGUARD INDEX FDS773 sharesnew addition2026-03-312026-05-13

MP MP MATERIALS CORP5.1K shares0.00%2026-03-312026-05-13

MO ALTRIA GROUP INC3.7K shares-31.78%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-17.25%2026-03-312026-05-13

UCON FIRST TR EXCHNG TRADED FD VI9.9K shares13.80%2026-03-312026-05-13

SYK STRYKER CORPORATION746 shares12.18%2026-03-312026-05-13

TLH ISHARES TR2.4K sharesnew addition2026-03-312026-05-13

Sponsored

TSLX SIXTH STREET SPECIALTY LENDI13.2K sharesnew addition2026-03-312026-05-13

NXG NXG NEXTGEN INFRASTR INCM FD4.4K sharesnew addition2026-03-312026-05-13

ZALT INNOVATOR ETFS TRUST7.4K shares7.33%2026-03-312026-05-13

SHEL SHELL PLC2.6K shares-66.04%2026-03-312026-05-13

VXUS VANGUARD STAR FDS3.1K sharesnew addition2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST6.7K sharesnew addition2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR8.6K sharesnew addition2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP3.7K sharesnew addition2026-03-312026-05-13

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL604 sharesnew addition2026-03-312026-05-13

DFAU DIMENSIONAL ETF TRUST5.2K sharesnew addition2026-03-312026-05-13

SDY SPDR SERIES TRUST1.6K shares-24.88%2026-03-312026-05-13

CDC VICTORY PORTFOLIOS II3.3K shares-2.67%2026-03-312026-05-13

JFR NUVEEN FLOATING RATE INCOME31.4K shares-11.32%2026-03-312026-05-13

CAH CARDINAL HEALTH INC1.1K shares-8.88%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC245 shares-0.41%2026-03-312026-05-13

BUG GLOBAL X FDS9.4K shares0.00%2026-03-312026-05-13

Sponsored

CME CME GROUP INC797 sharesnew addition2026-03-312026-05-13

NNOV INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-05-13

ACWV ISHARES INC2.0K shares-25.41%2026-03-312026-05-13

PFEB INNOVATOR ETFS TRUST5.8K shares-11.75%2026-03-312026-05-13

PNOV INNOVATOR ETFS TRUST5.7K shares-7.72%2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS4.8K shares-18.65%2026-03-312026-05-13

CGUS CAPITAL GROUP CORE EQUITY ET6.0K shares-10.06%2026-03-312026-05-13

Sponsored

EFA ISHARES TR2.3K shares-47.56%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC3.1K sharesnew addition2026-03-312026-05-13

UGA UNITED STS GASOLINE FD LP2.2K sharesnew addition2026-03-312026-05-13

NBIS NEBIUS GROUP N.V.2.2K shares-54.86%2026-03-312026-05-13

COP CONOCOPHILLIPS1.7K shares-75.63%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR8.3K shares-16.06%2026-03-312026-05-13

NLR VANECK ETF TRUST1.7K shares-17.25%2026-03-312026-05-13

FENY FIDELITY COVINGTON TRUST6.5K sharesnew addition2026-03-312026-05-13

Sponsored

INOD INNODATA INC5.7K shares-1.73%2026-03-312026-05-13

MGK VANGUARD WORLD FD596 shares-79.24%2026-03-312026-05-13

IGLD FIRST TR EXCHANGE-TRADED FD8.6K shares3.36%2026-03-312026-05-13

CSQ CALAMOS STRATEGIC TOTAL RETU12.7K shares-22.09%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR4.1K sharesnew addition2026-03-312026-05-13

QUAL ISHARES TR1.1K sharesnew addition2026-03-312026-05-13

RGLD ROYAL GOLD INC844 sharesnew addition2026-03-312026-05-13

NOCT INNOVATOR ETFS TRUST3.8K sharesnew addition2026-03-312026-05-13

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I733 sharesnew addition2026-03-312026-05-13

SGDJ SPROTT ETF TRUST2.5K shares0.00%2026-03-312026-05-13

USB US BANCORP4.1K shares-13.50%2026-03-312026-05-13

PDEC INNOVATOR ETFS TRUST5.0K shares-35.86%2026-03-312026-05-13

DEM WISDOMTREE TR4.2K shares-34.64%2026-03-312026-05-13

CFA VICTORY PORTFOLIOS II2.3K shares0.09%2026-03-312026-05-13

FHN FIRST HORIZON CORPORATION9.1K shares0.00%2026-03-312026-05-13

Sponsored

PJAN INNOVATOR ETFS TRUST4.5K shares5.09%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP302 shares-14.20%2026-03-312026-05-13

GM GENERAL MTRS CO2.8K sharesnew addition2026-03-312026-05-13

SUB ISHARES TR1.9K shares-18.96%2026-03-312026-05-13

CASY CASEYS GEN STORES INC278 sharesnew addition2026-03-312026-05-13

DNP DNP SELECT INCOME FD INC18.3K shares-13.75%2026-03-312026-05-13

OWL BLUE OWL CAPITAL INC17.4K sharesnew addition2026-03-312026-05-13

FDUS FIDUS INVT CORP10.3K sharesnew addition2026-03-312026-05-13

Sponsored

PFLT PENNANTPARK FLOATING RATE CA20.6K shares52.39%2026-03-312026-05-13

BCAT BLACKROCK CAP ALLOCATION TER11.1K shares3.58%2026-03-312026-05-13

OPRA OPERA LTD10.2K shares-25.90%2026-03-312026-05-13

CHI CALAMOS CONV OPPORTUNITIES &12.2K shares-39.94%2026-03-312026-05-13

NMFC NEW MTN FIN CORP16.5K shares20.99%2026-03-312026-05-13

ADAM ADAMAS TRUST INC.13.5K shares21.58%2026-03-312026-05-13

MRCC MONROE CAP CORP16.5K sharesnew addition2026-03-312026-05-13

SLS SELLAS LIFE SCIENCES GROUP I11.0K shares0.00%2026-03-312026-05-13

Sponsored

ASPI ASP ISOTOPES INC10.5K sharesnew addition2026-03-312026-05-13

IOVA IOVANCE BIOTHERAPEUTICS INC12.8K shares14.05%2026-03-312026-05-13

IAUX I-80 GOLD CORP25.5K shares4.08%2026-03-312026-05-13

UIS UNISYS CORP14.8K shares0.00%2026-03-312026-05-13

ALLO ALLOGENE THERAPEUTICS INC11.2K sharesnew addition2026-03-312026-05-13

PSQH PSQ HOLDINGS INC44.8K shares-0.19%2026-03-312026-05-13

INVESCO QQQ TR

-4.95%

Shares56.4K

Event2026-03-31

Filed2026-05-13

PSTR

NORTHERN LTS FD TR II

-0.26%

Shares1.0M

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

-2.25%

Shares270.2K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares31.3K

Event2026-03-31

Filed2026-05-13

FDVV

FIDELITY COVINGTON TRUST

-4.46%

Shares302.2K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-4.43%

Shares64.8K

Event2026-03-31

Filed2026-05-13

USFR

WISDOMTREE TR

-8.82%

Shares269.7K

Event2026-03-31

Filed2026-05-13

VRIG

INVESCO ACTIVELY MANAGED EXC

-1.00%

Shares469.4K

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

-6.07%

Shares123.2K

Event2026-03-31

Filed2026-05-13

DBEF

DBX ETF TR

1.12%

Shares216.3K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

-0.26%

Shares88.0K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-4.04%

Shares361.3K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-0.88%

Shares23.6K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

New

Shares58.0K

Event2026-03-31

Filed2026-05-13

FLRN

SPDR SERIES TRUST

5.23%

Shares323.1K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-5.66%

Shares67.5K

Event2026-03-31

Filed2026-05-13

MGC

VANGUARD WORLD FD

-1.21%

Shares37.0K

Event2026-03-31

Filed2026-05-13

SGVT

SCHWAB STRATEGIC TR

2806.46%

Shares86.3K

Event2026-03-31

Filed2026-05-13

BILS

SPDR SERIES TRUST

-8.31%

Shares82.9K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

10.08%

Shares33.5K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

0.71%

Shares28.5K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

5.93%

Shares12.0K

Event2026-03-31

Filed2026-05-13

COWZ

PACER FDS TR

-13.00%

Shares111.3K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

21.14%

Shares90.4K

Event2026-03-31

Filed2026-05-13

SPYD

SPDR SERIES TRUST

-2.30%

Shares127.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

8.72%

Shares15.4K

Event2026-03-31

Filed2026-05-13

CGGR

CAPITAL GROUP GROWTH ETF

-0.03%

Shares126.7K

Event2026-03-31

Filed2026-05-13

MGV

VANGUARD WORLD FD

-12.40%

Shares34.2K

Event2026-03-31

Filed2026-05-13

SLYV

SPDR SERIES TRUST

-1.48%

Shares51.2K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-8.52%

Shares74.4K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

0.29%

Shares19.2K

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD WORLD FD

1.51%

Shares20.7K

Event2026-03-31

Filed2026-05-13

FTSM

FIRST TR EXCHANGE-TRADED FD

-3.37%

Shares76.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-33.54%

Shares9.3K

Event2026-03-31

Filed2026-05-13

DGRO

ISHARES TR

0.32%

Shares62.3K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares76.2K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

New

Shares27.9K

Event2026-03-31

Filed2026-05-13

ACWI

ISHARES TR

New

Shares28.9K

Event2026-03-31

Filed2026-05-13

SRLN

SSGA ACTIVE ETF TR

-0.21%

Shares97.7K

Event2026-03-31

Filed2026-05-13

GDX

VANECK ETF TRUST

-20.47%

Shares39.6K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD BD INDEX FDS

3.83%

Shares46.2K

Event2026-03-31

Filed2026-05-13

GCOW

PACER FDS TR

0.41%

Shares76.3K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

92.81%

Shares31.8K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

55.70%

Shares43.8K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.65%

Shares11.7K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

4.65%

Shares31.0K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

13.28%

Shares30.6K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-8.26%

Shares16.1K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

-6.23%

Shares8.7K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-27.12%

Shares19.2K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-11.75%

Shares28.2K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

10.82%

Shares9.2K

Event2026-03-31

Filed2026-05-13

BUFR

FIRST TR EXCHNG TRADED FD VI

-9.64%

Shares91.5K

Event2026-03-31

Filed2026-05-13

ITA

ISHARES TR

2.12%

Shares13.9K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

-2.39%

Shares21.1K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-4.12%

Shares13.8K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

-14.47%

Shares31.3K

Event2026-03-31

Filed2026-05-13

SDVY

FIRST TR EXCHANGE TRADED FD

-6.01%

Shares72.0K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

3.69%

Shares13.6K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

-1.38%

Shares119.5K

Event2026-03-31

Filed2026-05-13

RDVI

FIRST TR EXCHANGE-TRADED FD

-16.27%

Shares102.7K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

CGDV

CAPITAL GROUP DIVIDEND VALUE

-12.31%

Shares60.1K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

0.48%

Shares51.6K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.69%

Shares8.9K

Event2026-03-31

Filed2026-05-13

XLG

INVESCO EXCHANGE TRADED FD T

51.46%

Shares45.2K

Event2026-03-31

Filed2026-05-13

FPX

FIRST TR EXCHANGE-TRADED FD

2.29%

Shares15.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-28.12%

Shares19.6K

Event2026-03-31

Filed2026-05-13

PDP

INVESCO EXCHANGE TRADED FD T

-1.88%

Shares19.8K

Event2026-03-31

Filed2026-05-13

VIS

VANGUARD WORLD FD

3.59%

Shares7.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-9.44%

Shares2.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

8.42%

Shares8.0K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

4.23%

Shares5.8K

Event2026-03-31

Filed2026-05-13

EEM

ISHARES TR

New

Shares37.8K

Event2026-03-31

Filed2026-05-13

FVD

FIRST TR EXCHANGE-TRADED FD

-30.57%

Shares45.2K

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

24.84%

Shares40.2K

Event2026-03-31

Filed2026-05-13

AIRR

FIRST TR EXCHANGE TRADED FD

57.93%

Shares18.4K

Event2026-03-31

Filed2026-05-13

NORTHERN LTS FD TR II

318.81%

Shares84.2K

Event2026-03-31

Filed2026-05-13

GARP

ISHARES TR

5.88%

Shares29.4K

Event2026-03-31

Filed2026-05-13

XME

SPDR SERIES TRUST

-5.48%

Shares16.6K

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

5.55%

Shares8.8K

Event2026-03-31

Filed2026-05-13

PFF

ISHARES TR

-0.18%

Shares57.2K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-12.49%

Shares2.6K

Event2026-03-31

Filed2026-05-13

BLUEROCK PVT REAL ESTATE FD

-42.32%

Shares100.6K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-5.25%

Shares32.8K

Event2026-03-31

Filed2026-05-13

HYG

ISHARES TR

76.25%

Shares20.5K

Event2026-03-31

Filed2026-05-13