Sponsored

The Analysis of Capital Advisors Wealth Management, LLC's Holdings & P&L

Currently, Capital Advisors Wealth Management, LLC holds 216 types of securities in its portfolio with a total value $744.6M. In the most recent quarter, they have increased their positions in AVUV (+127.3K shares, valued at $14.1M), IEMG (+190.6K shares, valued at $13.3M), VTV (+37.7K shares, valued at $7.4M); decreased their positions in JMEE (-193.7K shares, valued at $12.9M), GSSC (-95.1K shares, valued at $7.1M), VGT (-7.3K shares, valued at $5.1M); initiated new positions in AVUV (+127.3K shares, valued at $14.1M), N/A (+53.9K shares, valued at $2.8M), DINO (+4.3K shares, valued at $268.4K).

1M P&L

-96.0M-11.41%

3M P&L

-254.8M-25.48%

HY P&L

-222.9M-23.02%

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/A552.8M

81.0%

2Software - Infrastructure17.6M

2.6%

3Consumer Electronics14.8M

2.2%

Top Industries by Stock Count

1N/A102 stocks

51.0%

2Drug Manufacturers - General6 stocks

3.0%

3Semiconductors6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FNDF SCHWAB STRATEGIC TR1.1M shares-1.98%2026-03-312026-04-08

VIG VANGUARD SPECIALIZED FUNDS200.3K shares-3.01%2026-03-312026-04-08

IVV ISHARES TR63.3K shares2.04%2026-03-312026-04-08

VCIT VANGUARD SCOTTSDALE FDS423.2K shares8.69%2026-03-312026-04-08

IWF ISHARES TR73.7K shares-12.02%2026-03-312026-04-08

JPIE J P MORGAN EXCHANGE TRADED F657.0K shares1.27%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR44.2K shares-5.57%2026-03-312026-04-08

JPST J P MORGAN EXCHANGE TRADED F446.6K shares0.22%2026-03-312026-04-08

Sponsored

VGT VANGUARD WORLD FD30.5K shares-19.23%2026-03-312026-04-08

VYMI VANGUARD WHITEHALL FDS164.2K shares2.31%2026-03-312026-04-08

VYM VANGUARD WHITEHALL FDS100.4K shares1.93%2026-03-312026-04-08

AAPL APPLE INC58.4K shares-2.63%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR127.3K sharesnew addition2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T21.4K shares2.96%2026-03-312026-04-08

IEMG ISHARES INC199.0K shares2268.67%2026-03-312026-04-08

JBND J P MORGAN EXCHANGE TRADED F227.8K shares27.87%2026-03-312026-04-08

Sponsored

VB VANGUARD INDEX FDS42.4K shares61.63%2026-03-312026-04-08

AMZN AMAZON COM INC51.0K shares3.14%2026-03-312026-04-08

MSFT MICROSOFT CORP28.5K shares1.37%2026-03-312026-04-08

IDV ISHARES TR243.4K shares6.26%2026-03-312026-04-08

ALPHABET INC ALPHABET INC35.1K shares-0.23%2026-03-312026-04-08

SGOV ISHARES TR97.7K shares94.33%2026-03-312026-04-08

VTV VANGUARD INDEX FDS45.9K shares456.85%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.7K shares2.68%2026-03-312026-04-08

Sponsored

BINC BLACKROCK ETF TRUST II149.9K shares13.79%2026-03-312026-04-08

VTEB VANGUARD MUN BD FDS150.3K shares9.80%2026-03-312026-04-08

JEPI J P MORGAN EXCHANGE TRADED F130.6K shares7.22%2026-03-312026-04-08

JMST J P MORGAN EXCHANGE TRADED F139.0K shares37.11%2026-03-312026-04-08

NVDA NVIDIA CORPORATION37.6K shares0.16%2026-03-312026-04-08

META META PLATFORMS INC11.4K shares0.42%2026-03-312026-04-08

VNQ VANGUARD INDEX FDS71.2K shares1.11%2026-03-312026-04-08

GMUB GOLDMAN SACHS ETF TR122.7K shares29.42%2026-03-312026-04-08

Sponsored

COST COSTCO WHOLESALE CORPORATION6.2K shares0.92%2026-03-312026-04-08

SCHV SCHWAB STRATEGIC TR191.9K shares5.00%2026-03-312026-04-08

VTI VANGUARD INDEX FDS17.9K shares2.29%2026-03-312026-04-08

VFVA VANGUARD WELLINGTON FD42.3K shares0.78%2026-03-312026-04-08

MINT PIMCO ETF TR53.8K shares4.72%2026-03-312026-04-08

XLP SELECT SECTOR SPDR TR63.9K shares-0.01%2026-03-312026-04-08

JPSE J P MORGAN EXCHANGE TRADED F90.9K shares-4.58%2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR36.5K shares-4.66%2026-03-312026-04-08

Sponsored

BROADCOM INC BROADCOM INC13.1K shares1.39%2026-03-312026-04-08

IEF ISHARES TR42.4K shares-7.31%2026-03-312026-04-08

HDV ISHARES TR29.2K shares15.31%2026-03-312026-04-08

COLB COLUMBIA BKG SYS INC142.3K shares1.33%2026-03-312026-04-08

MUB ISHARES TR34.5K shares0.80%2026-03-312026-04-08

JMUB J P MORGAN EXCHANGE TRADED F72.3K shares44.66%2026-03-312026-04-08

JPM JPMORGAN CHASE & CO12.0K shares1.00%2026-03-312026-04-08

V VISA INC11.5K shares-26.38%2026-03-312026-04-08

Sponsored

AGG ISHARES TR34.7K shares-10.27%2026-03-312026-04-08

CEG CONSTELLATION ENERGY CORP11.4K shares3.95%2026-03-312026-04-08

PLTR PALANTIR TECHNOLOGIES INC21.7K shares0.91%2026-03-312026-04-08

VO VANGUARD INDEX FDS10.9K shares-0.06%2026-03-312026-04-08

MLPA GLOBAL X FDS57.0K shares0.70%2026-03-312026-04-08

ALPS ETF TR ALPS ETF TR53.9K sharesnew addition2026-03-312026-04-08

FNF FIDELITY NATL FINL INC60.7K shares0.88%2026-03-312026-04-08

ABBV ABBVIE INC12.6K shares1.09%2026-03-312026-04-08

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F57.6K shares3.78%2026-03-312026-04-08

VBK VANGUARD INDEX FDS8.8K shares-2.95%2026-03-312026-04-08

VBR VANGUARD INDEX FDS11.9K shares-1.66%2026-03-312026-04-08

ALPHABET INC ALPHABET INC7.8K shares-3.08%2026-03-312026-04-08

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares16.68%2026-03-312026-04-08

CVX CHEVRON CORPORATION10.5K shares6.15%2026-03-312026-04-08

XOM EXXON MOBIL CORP12.6K shares52.80%2026-03-312026-04-08

ISHARES GOLD TR ISHARES GOLD TR22.5K shares-21.48%2026-03-312026-04-08

Sponsored

CRWD CROWDSTRIKE HLDGS INC4.9K shares2.53%2026-03-312026-04-08

SOFI SOFI TECHNOLOGIES INC110.8K shares1.20%2026-03-312026-04-08

SHM SPDR SERIES TRUST34.4K shares-4.22%2026-03-312026-04-08

GSEW GOLDMAN SACHS ETF TR19.4K shares-0.67%2026-03-312026-04-08

PSX PHILLIPS 669.0K shares4.58%2026-03-312026-04-08

PANW PALO ALTO NETWORKS INC10.2K shares-6.17%2026-03-312026-04-08

XLE SELECT SECTOR SPDR TR26.4K shares-5.03%2026-03-312026-04-08

SCHG SCHWAB STRATEGIC TR54.9K shares-8.56%2026-03-312026-04-08

Sponsored

VEA VANGUARD TAX-MANAGED FDS23.8K shares2.36%2026-03-312026-04-08

PYLD PIMCO ETF TR57.3K shares43.97%2026-03-312026-04-08

NXP NUVEEN SELECT TAX-FREE INCOM102.8K shares147.25%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON6.0K shares101.08%2026-03-312026-04-08

JMEE J P MORGAN EXCHANGE TRADED F20.3K shares-90.52%2026-03-312026-04-08

PWR QUANTA SVCS INC2.5K shares5.42%2026-03-312026-04-08

IEFA ISHARES TR14.8K shares17.11%2026-03-312026-04-08

GLD SPDR GOLD TR3.0K shares0.00%2026-03-312026-04-08

Sponsored

LMT LOCKHEED MARTIN CORP2.0K shares4.46%2026-03-312026-04-08

MLN VANECK ETF TRUST64.5K shares-11.32%2026-03-312026-04-08

WMT WALMART INC9.0K shares0.10%2026-03-312026-04-08

VOOV VANGUARD ADMIRAL FDS INC5.4K shares0.45%2026-03-312026-04-08

QCOM QUALCOMM INC8.5K shares-7.37%2026-03-312026-04-08

MCD MCDONALDS CORP3.5K shares0.31%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR26.3K shares-1.83%2026-03-312026-04-08

NFLX NETFLIX INC.10.8K shares-47.25%2026-03-312026-04-08

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F11.9K shares71.50%2026-03-312026-04-08

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO19.1K shares-38.90%2026-03-312026-04-08

CAT CATERPILLAR INC1.4K shares1.45%2026-03-312026-04-08

MO ALTRIA GROUP INC13.5K shares1.77%2026-03-312026-04-08

VXF VANGUARD INDEX FDS4.3K shares12.36%2026-03-312026-04-08

JPEF J P MORGAN EXCHANGE TRADED F12.4K shares13.25%2026-03-312026-04-08

GEV GE VERNOVA INC1.0K shares1.00%2026-03-312026-04-08

LHX L3HARRIS TECHNOLOGIES INC2.5K shares6.29%2026-03-312026-04-08

Sponsored

T AT&T INC30.3K shares2.96%2026-03-312026-04-08

GSSC GOLDMAN SACHS ETF TR11.8K shares-88.98%2026-03-312026-04-08

KOF COCA-COLA FEMSA SAB DE CV9.0K shares1.18%2026-03-312026-04-08

MPC MARATHON PETE CORP3.6K shares-1.00%2026-03-312026-04-08

DCTH DELCATH SYS INC93.0K shares2.76%2026-03-312026-04-08

BLV VANGUARD BD INDEX FDS12.5K shares-47.94%2026-03-312026-04-08

ROCKET LAB CORP ROCKET LAB CORP13.4K shares-0.68%2026-03-312026-04-08

IJR ISHARES TR6.9K shares-0.30%2026-03-312026-04-08

Sponsored

IJH ISHARES TR12.7K shares-1.70%2026-03-312026-04-08

WPM WHEATON PRECIOUS METALS CORP6.5K shares109.85%2026-03-312026-04-08

MU MICRON TECHNOLOGY INC2.5K shares-28.48%2026-03-312026-04-08

PEP PEPSICO INC5.3K shares-0.02%2026-03-312026-04-08

TSLA TESLA INC2.2K shares1.88%2026-03-312026-04-08

SO SOUTHERN CO8.3K shares1.62%2026-03-312026-04-08

PG PROCTER & GAMBLE CO5.4K shares5.45%2026-03-312026-04-08

USB US BANCORP14.9K shares-11.37%2026-03-312026-04-08

Sponsored

DLN WISDOMTREE TR8.5K shares-0.98%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.9K shares14.59%2026-03-312026-04-08

IBM INTERNATIONAL BUSINESS MACHS3.1K shares2.69%2026-03-312026-04-08

SBUX STARBUCKS CORP8.0K shares-0.39%2026-03-312026-04-08

MAA MID-AMER APT CMNTYS INC5.7K shares-4.89%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE2.2K shares-0.13%2026-03-312026-04-08

SCHD SCHWAB STRATEGIC TR19.9K shares0.61%2026-03-312026-04-08

VUG VANGUARD INDEX FDS1.4K shares-7.49%2026-03-312026-04-08

Sponsored

PM PHILIP MORRIS INTL INC3.6K shares5.60%2026-03-312026-04-08

KO COCA COLA CO7.5K shares1.10%2026-03-312026-04-08

CSCO CISCO SYS INC7.2K shares-1.48%2026-03-312026-04-08

JQUA J P MORGAN EXCHANGE TRADED F9.0K shares2.21%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC4.4K shares11.64%2026-03-312026-04-08

ASML ASML HLDG NV395 shares4.22%2026-03-312026-04-08

FNDE SCHWAB STRATEGIC TR13.6K shares94.08%2026-03-312026-04-08

AMAT APPLIED MATLS INC1.5K shares-0.33%2026-03-312026-04-08

Sponsored

CRCL CIRCLE INTERNET GROUP INC5.4K shares55.05%2026-03-312026-04-08

FG F&G ANNUITIES & LIFE INC19.6K shares-5.00%2026-03-312026-04-08

IWY ISHARES TR2.0K shares-3.53%2026-03-312026-04-08

LLY ELI LILLY & CO521 shares-2.07%2026-03-312026-04-08

EATON CORP PLC EATON CORP PLC1.3K shares0.38%2026-03-312026-04-08

AMD ADVANCED MICRO DEVICES INC2.3K shares36.39%2026-03-312026-04-08

VNLA JANUS DETROIT STR TR9.6K shares-5.05%2026-03-312026-04-08

BA BOEING CO2.3K shares-0.63%2026-03-312026-04-08

Sponsored

BIV VANGUARD BD INDEX FDS6.0K shares0.57%2026-03-312026-04-08

IWB ISHARES TR1.3K shares5.38%2026-03-312026-04-08

GILD GILEAD SCIENCES INC3.2K shares0.47%2026-03-312026-04-08

NUV NUVEEN MUN VALUE FD INC50.2K shares36.63%2026-03-312026-04-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares9.72%2026-03-312026-04-08

PFF ISHARES TR14.4K shares0.66%2026-03-312026-04-08

SHYD VANECK ETF TRUST19.2K shares-68.60%2026-03-312026-04-08

BND VANGUARD BD INDEX FDS5.8K shares4.08%2026-03-312026-04-08

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.4K shares0.00%2026-03-312026-04-08

WELL WELLTOWER INC2.1K shares0.33%2026-03-312026-04-08

DHS WISDOMTREE TR3.8K shares0.63%2026-03-312026-04-08

IGSB ISHARES TR7.9K shares0.32%2026-03-312026-04-08

VZ VERIZON COMMUNICATIONS INC8.3K shares-6.01%2026-03-312026-04-08

VIRT VIRTU FINL INC9.4K shares2.48%2026-03-312026-04-08

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD9.0K shares-0.08%2026-03-312026-04-08

KLAC KLA CORP263 shares0.00%2026-03-312026-04-08

Sponsored

FPEI FIRST TR EXCH TRADED FD III19.8K shares23.08%2026-03-312026-04-08

CRWV COREWEAVE INC4.8K shares21.83%2026-03-312026-04-08

IWV ISHARES TR1.0K shares0.00%2026-03-312026-04-08

INTC INTEL CORP8.2K shares-1.21%2026-03-312026-04-08

WM WASTE MGMT INC DEL1.5K shares5.04%2026-03-312026-04-08

CCB COASTAL FINL CORP WA4.5K shares0.00%2026-03-312026-04-08

GS GOLDMAN SACHS GROUP INC399 shares-69.40%2026-03-312026-04-08

TMO THERMO FISHER SCIENTIFIC INC685 shares6.53%2026-03-312026-04-08

Sponsored

TT TRANE TECHNOLOGIES PLC807 shares-0.37%2026-03-312026-04-08

FDVV FIDELITY COVINGTON TRUST6.1K shares2.52%2026-03-312026-04-08

EIPI FIRST TR EXCHNG TRADED FD VI14.8K shares1.73%2026-03-312026-04-08

BWXT BWX TECHNOLOGIES INC1.6K shares1.73%2026-03-312026-04-08

XLK SELECT SECTOR SPDR TR2.4K shares1.24%2026-03-312026-04-08

SHYG ISHARES TR7.4K shares-6.74%2026-03-312026-04-08

PCAR PACCAR INC2.7K shares0.23%2026-03-312026-04-08

PFE PFIZER INC10.9K shares0.30%2026-03-312026-04-08

Sponsored

WFC WELLS FARGO & CO3.8K shares-0.10%2026-03-312026-04-08

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-6.21%2026-03-312026-04-08

AXP AMERICAN EXPRESS CO987 shares0.10%2026-03-312026-04-08

AMGN AMGEN INC846 shares0.48%2026-03-312026-04-08

RTX RTX CORPORATION1.5K shares9.29%2026-03-312026-04-08

DON WISDOMTREE TR5.5K shares0.35%2026-03-312026-04-08

JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares0.02%2026-03-312026-04-08

SRLN SSGA ACTIVE ETF TR7.1K shares-0.91%2026-03-312026-04-08

Sponsored

MMM 3M CO1.9K shares-0.10%2026-03-312026-04-08

BIL SPDR SERIES TRUST3.0K shares-4.82%2026-03-312026-04-08

DGRO ISHARES TR3.9K shares4.65%2026-03-312026-04-08

EMXC ISHARES INC3.5K shares6.84%2026-03-312026-04-08

VWO VANGUARD INTL EQUITY INDEX F5.0K shares0.24%2026-03-312026-04-08

ECL ECOLAB INC1.0K shares0.10%2026-03-312026-04-08

DINO HF SINCLAIR CORP4.3K sharesnew addition2026-03-312026-04-08

SUSA ISHARES TR2.0K shares-1.78%2026-03-312026-04-08

Sponsored

COIN COINBASE GLOBAL INC1.5K shares-2.89%2026-03-312026-04-08

NOBL PROSHARES TR2.4K shares-14.93%2026-03-312026-04-08

QBTS D-WAVE QUANTUM INC17.8K shares7.83%2026-03-312026-04-08

VXUS VANGUARD STAR FDS3.3K shares4.11%2026-03-312026-04-08

MELI MERCADOLIBRE INC144 sharesnew addition2026-03-312026-04-08

TM TOYOTA MOTOR CORP1.2K shares-5.71%2026-03-312026-04-08

SPHD INVESCO EXCH TRADED FD TR II5.0K shares0.00%2026-03-312026-04-08

CTAS CINTAS CORP1.4K shares0.00%2026-03-312026-04-08

Sponsored

COWZ PACER FDS TR3.9K shares-26.36%2026-03-312026-04-08

LOW LOWES COS INC1.0K shares1.39%2026-03-312026-04-08

ESPR ESPERION THERAPEUTICS INC NE87.6K shares29.61%2026-03-312026-04-08

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-08

IVW ISHARES TR2.1K shares1.48%2026-03-312026-04-08

ITM VANECK ETF TRUST5.0K shares0.47%2026-03-312026-04-08

TSM TAIWAN SEMICONDUCTOR MANUFAC680 sharesnew addition2026-03-312026-04-08

PSLV SPROTT ASSET MANAGEMENT LP9.0K sharesnew addition2026-03-312026-04-08

Sponsored

GLOV GOLDMAN SACHS ETF TR3.9K shares3.29%2026-03-312026-04-08

SNDK SANDISK CORP343 sharesnew addition2026-03-312026-04-08

UNH UNITEDHEALTH GROUP INC797 shares-56.33%2026-03-312026-04-08

JAVA J P MORGAN EXCHANGE TRADED F3.0K shares0.23%2026-03-312026-04-08

HELO J P MORGAN EXCHANGE TRADED F3.3K shares0.09%2026-03-312026-04-08

YUM YUM BRANDS INC1.4K shares0.22%2026-03-312026-04-08

ET ENERGY TRANSFER L P10.7K shares0.31%2026-03-312026-04-08

NULV NUSHARES ETF TR4.5K shares0.00%2026-03-312026-04-08

Sponsored

INTU INTUIT470 sharesnew addition2026-03-312026-04-08

HD HOME DEPOT INC617 shares-14.07%2026-03-312026-04-08

DSI ISHARES TR1.7K shares0.06%2026-03-312026-04-08

SLB SLB LIMITED2.9K shares-78.27%2026-03-312026-04-08

BTG B2GOLD CORP12.0K shares0.00%2026-03-312026-04-08

ALDX ALDEYRA THERAPEUTICS INC15.0K shares-5.06%2026-03-312026-04-08

CRDF CARDIFF ONCOLOGY INC15.0K shares42.86%2026-03-312026-04-08

SABR SABRE CORP15.0K shares0.00%2026-03-312026-04-08

Sponsored

FNDF

SCHWAB STRATEGIC TR

-1.98%

Shares1.1M

Event2026-03-31

Filed2026-04-08

VIG

VANGUARD SPECIALIZED FUNDS

-3.01%

Shares200.3K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

2.04%

Shares63.3K

Event2026-03-31

Filed2026-04-08

VCIT

VANGUARD SCOTTSDALE FDS

8.69%

Shares423.2K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

-12.02%

Shares73.7K

Event2026-03-31

Filed2026-04-08

JPIE

J P MORGAN EXCHANGE TRADED F

1.27%

Shares657.0K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

-5.57%

Shares44.2K

Event2026-03-31

Filed2026-04-08

JPST

J P MORGAN EXCHANGE TRADED F

0.22%

Shares446.6K

Event2026-03-31

Filed2026-04-08

VGT

VANGUARD WORLD FD

-19.23%

Shares30.5K

Event2026-03-31

Filed2026-04-08

VYMI

VANGUARD WHITEHALL FDS

2.31%

Shares164.2K

Event2026-03-31

Filed2026-04-08

VYM

VANGUARD WHITEHALL FDS

1.93%

Shares100.4K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-2.63%

Shares58.4K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

New

Shares127.3K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

2.96%

Shares21.4K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

2268.67%

Shares199.0K

Event2026-03-31

Filed2026-04-08

JBND

J P MORGAN EXCHANGE TRADED F

27.87%

Shares227.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

61.63%

Shares42.4K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

3.14%

Shares51.0K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

1.37%

Shares28.5K

Event2026-03-31

Filed2026-04-08

IDV

ISHARES TR

6.26%

Shares243.4K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-0.23%

Shares35.1K

Event2026-03-31

Filed2026-04-08

SGOV

ISHARES TR

94.33%

Shares97.7K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

456.85%

Shares45.9K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

2.68%

Shares16.7K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

13.79%

Shares149.9K

Event2026-03-31

Filed2026-04-08

VTEB

VANGUARD MUN BD FDS

9.80%

Shares150.3K

Event2026-03-31

Filed2026-04-08

JEPI

J P MORGAN EXCHANGE TRADED F

7.22%

Shares130.6K

Event2026-03-31

Filed2026-04-08

JMST

J P MORGAN EXCHANGE TRADED F

37.11%

Shares139.0K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.16%

Shares37.6K

Event2026-03-31

Filed2026-04-08

META

META PLATFORMS INC

0.42%

Shares11.4K

Event2026-03-31

Filed2026-04-08

VNQ

VANGUARD INDEX FDS

1.11%

Shares71.2K

Event2026-03-31

Filed2026-04-08

GMUB

GOLDMAN SACHS ETF TR

29.42%

Shares122.7K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

0.92%

Shares6.2K

Event2026-03-31

Filed2026-04-08

SCHV

SCHWAB STRATEGIC TR

5.00%

Shares191.9K

Event2026-03-31

Filed2026-04-08

VTI

VANGUARD INDEX FDS

2.29%

Shares17.9K

Event2026-03-31

Filed2026-04-08

VFVA

VANGUARD WELLINGTON FD

0.78%

Shares42.3K

Event2026-03-31

Filed2026-04-08

MINT

PIMCO ETF TR

4.72%

Shares53.8K

Event2026-03-31

Filed2026-04-08

XLP

SELECT SECTOR SPDR TR

-0.01%

Shares63.9K

Event2026-03-31

Filed2026-04-08

JPSE

J P MORGAN EXCHANGE TRADED F

-4.58%

Shares90.9K

Event2026-03-31

Filed2026-04-08

GSLC

GOLDMAN SACHS ETF TR

-4.66%

Shares36.5K

Event2026-03-31

Filed2026-04-08

BROADCOM INC

1.39%

Shares13.1K

Event2026-03-31

Filed2026-04-08

IEF

ISHARES TR

-7.31%

Shares42.4K

Event2026-03-31

Filed2026-04-08

HDV

ISHARES TR

15.31%

Shares29.2K

Event2026-03-31

Filed2026-04-08

COLB

COLUMBIA BKG SYS INC

1.33%

Shares142.3K

Event2026-03-31

Filed2026-04-08

MUB

ISHARES TR

0.80%

Shares34.5K

Event2026-03-31

Filed2026-04-08

JMUB

J P MORGAN EXCHANGE TRADED F

44.66%

Shares72.3K

Event2026-03-31

Filed2026-04-08

JPM

JPMORGAN CHASE & CO

1.00%

Shares12.0K

Event2026-03-31

Filed2026-04-08

VISA INC

-26.38%

Shares11.5K

Event2026-03-31

Filed2026-04-08

AGG

ISHARES TR

-10.27%

Shares34.7K

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

3.95%

Shares11.4K

Event2026-03-31

Filed2026-04-08

PLTR

PALANTIR TECHNOLOGIES INC

0.91%

Shares21.7K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

-0.06%

Shares10.9K

Event2026-03-31

Filed2026-04-08

MLPA

GLOBAL X FDS

0.70%

Shares57.0K

Event2026-03-31

Filed2026-04-08

ALPS ETF TR

New

Shares53.9K

Event2026-03-31

Filed2026-04-08

FNF

FIDELITY NATL FINL INC

0.88%

Shares60.7K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

1.09%

Shares12.6K

Event2026-03-31

Filed2026-04-08

JCPB

J P MORGAN EXCHANGE TRADED F

3.78%

Shares57.6K

Event2026-03-31

Filed2026-04-08

VBK

VANGUARD INDEX FDS

-2.95%

Shares8.8K

Event2026-03-31

Filed2026-04-08

VBR

VANGUARD INDEX FDS

-1.66%

Shares11.9K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

-3.08%

Shares7.8K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

16.68%

Shares3.8K

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

6.15%

Shares10.5K

Event2026-03-31

Filed2026-04-08

XOM

EXXON MOBIL CORP

52.80%

Shares12.6K

Event2026-03-31

Filed2026-04-08

ISHARES GOLD TR

-21.48%

Shares22.5K

Event2026-03-31

Filed2026-04-08

CRWD

CROWDSTRIKE HLDGS INC

2.53%

Shares4.9K

Event2026-03-31

Filed2026-04-08

SOFI

SOFI TECHNOLOGIES INC

1.20%

Shares110.8K

Event2026-03-31

Filed2026-04-08

SHM

SPDR SERIES TRUST

-4.22%

Shares34.4K

Event2026-03-31

Filed2026-04-08

GSEW

GOLDMAN SACHS ETF TR

-0.67%

Shares19.4K

Event2026-03-31

Filed2026-04-08

PSX

PHILLIPS 66

4.58%

Shares9.0K

Event2026-03-31

Filed2026-04-08

PANW

PALO ALTO NETWORKS INC

-6.17%

Shares10.2K

Event2026-03-31

Filed2026-04-08

XLE

SELECT SECTOR SPDR TR

-5.03%

Shares26.4K

Event2026-03-31

Filed2026-04-08

SCHG

SCHWAB STRATEGIC TR

-8.56%

Shares54.9K

Event2026-03-31

Filed2026-04-08

VEA

VANGUARD TAX-MANAGED FDS

2.36%

Shares23.8K

Event2026-03-31

Filed2026-04-08

PYLD

PIMCO ETF TR

43.97%

Shares57.3K

Event2026-03-31

Filed2026-04-08

NXP

NUVEEN SELECT TAX-FREE INCOM

147.25%

Shares102.8K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

101.08%

Shares6.0K

Event2026-03-31

Filed2026-04-08

JMEE

J P MORGAN EXCHANGE TRADED F

-90.52%

Shares20.3K

Event2026-03-31

Filed2026-04-08

PWR

QUANTA SVCS INC

5.42%

Shares2.5K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

17.11%

Shares14.8K

Event2026-03-31

Filed2026-04-08

GLD

SPDR GOLD TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-08

LMT

LOCKHEED MARTIN CORP

4.46%

Shares2.0K

Event2026-03-31

Filed2026-04-08

MLN

VANECK ETF TRUST

-11.32%

Shares64.5K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

0.10%

Shares9.0K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

0.45%

Shares5.4K

Event2026-03-31

Filed2026-04-08

QCOM

QUALCOMM INC

-7.37%

Shares8.5K

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

0.31%

Shares3.5K

Event2026-03-31

Filed2026-04-08

XLRE

SELECT SECTOR SPDR TR

-1.83%

Shares26.3K

Event2026-03-31

Filed2026-04-08

NFLX

NETFLIX INC.

-47.25%

Shares10.8K

Event2026-03-31

Filed2026-04-08

JIVE

J P MORGAN EXCHANGE TRADED F

71.50%

Shares11.9K

Event2026-03-31

Filed2026-04-08

PROFESIONALLY MANAGED PORTFO

-38.90%

Shares19.1K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

1.45%

Shares1.4K

Event2026-03-31

Filed2026-04-08

ALTRIA GROUP INC

1.77%

Shares13.5K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

12.36%

Shares4.3K

Event2026-03-31

Filed2026-04-08

JPEF

J P MORGAN EXCHANGE TRADED F

13.25%

Shares12.4K

Event2026-03-31

Filed2026-04-08

GEV

GE VERNOVA INC

1.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

LHX

L3HARRIS TECHNOLOGIES INC

6.29%

Shares2.5K

Event2026-03-31

Filed2026-04-08

AT&T INC

2.96%

Shares30.3K

Event2026-03-31

Filed2026-04-08

GSSC

GOLDMAN SACHS ETF TR

-88.98%

Shares11.8K

Event2026-03-31

Filed2026-04-08

KOF

COCA-COLA FEMSA SAB DE CV

1.18%

Shares9.0K

Event2026-03-31

Filed2026-04-08

MPC

MARATHON PETE CORP

-1.00%

Shares3.6K

Event2026-03-31

Filed2026-04-08

DCTH

DELCATH SYS INC

2.76%

Shares93.0K

Event2026-03-31

Filed2026-04-08

BLV

VANGUARD BD INDEX FDS

-47.94%

Shares12.5K

Event2026-03-31

Filed2026-04-08

ROCKET LAB CORP

-0.68%

Shares13.4K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

-0.30%

Shares6.9K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

-1.70%

Shares12.7K

Event2026-03-31

Filed2026-04-08

WPM

WHEATON PRECIOUS METALS CORP

109.85%

Shares6.5K

Event2026-03-31

Filed2026-04-08

MICRON TECHNOLOGY INC

-28.48%

Shares2.5K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

1.88%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SOUTHERN CO

1.62%

Shares8.3K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

5.45%

Shares5.4K

Event2026-03-31

Filed2026-04-08

USB

US BANCORP

-11.37%

Shares14.9K

Event2026-03-31

Filed2026-04-08

DLN

WISDOMTREE TR

-0.98%

Shares8.5K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

14.59%

Shares3.9K

Event2026-03-31

Filed2026-04-08

IBM

INTERNATIONAL BUSINESS MACHS

2.69%

Shares3.1K

Event2026-03-31

Filed2026-04-08

SBUX

STARBUCKS CORP

-0.39%

Shares8.0K

Event2026-03-31

Filed2026-04-08

MAA

MID-AMER APT CMNTYS INC

-4.89%

Shares5.7K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

-0.13%

Shares2.2K

Event2026-03-31

Filed2026-04-08

SCHD

SCHWAB STRATEGIC TR

0.61%

Shares19.9K

Event2026-03-31

Filed2026-04-08

VUG

VANGUARD INDEX FDS

-7.49%

Shares1.4K

Event2026-03-31

Filed2026-04-08

PHILIP MORRIS INTL INC

5.60%

Shares3.6K

Event2026-03-31

Filed2026-04-08

COCA COLA CO

1.10%

Shares7.5K

Event2026-03-31

Filed2026-04-08

CSCO

CISCO SYS INC

-1.48%

Shares7.2K

Event2026-03-31

Filed2026-04-08

JQUA

J P MORGAN EXCHANGE TRADED F

2.21%

Shares9.0K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

11.64%

Shares4.4K

Event2026-03-31

Filed2026-04-08

ASML

ASML HLDG NV

4.22%

Shares395

Event2026-03-31

Filed2026-04-08

FNDE

SCHWAB STRATEGIC TR

94.08%

Shares13.6K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

-0.33%

Shares1.5K

Event2026-03-31

Filed2026-04-08

CRCL

CIRCLE INTERNET GROUP INC

55.05%

Shares5.4K

Event2026-03-31

Filed2026-04-08

F&G ANNUITIES & LIFE INC

-5.00%

Shares19.6K

Event2026-03-31

Filed2026-04-08

IWY

ISHARES TR

-3.53%

Shares2.0K

Event2026-03-31

Filed2026-04-08

LLY

ELI LILLY & CO

-2.07%

Shares521

Event2026-03-31

Filed2026-04-08

EATON CORP PLC

0.38%

Shares1.3K

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

36.39%

Shares2.3K

Event2026-03-31

Filed2026-04-08

VNLA

JANUS DETROIT STR TR

-5.05%

Shares9.6K

Event2026-03-31

Filed2026-04-08

BOEING CO

-0.63%

Shares2.3K

Event2026-03-31

Filed2026-04-08

BIV

VANGUARD BD INDEX FDS

0.57%

Shares6.0K

Event2026-03-31

Filed2026-04-08

IWB

ISHARES TR

5.38%

Shares1.3K

Event2026-03-31

Filed2026-04-08

GILD

GILEAD SCIENCES INC

0.47%

Shares3.2K

Event2026-03-31

Filed2026-04-08

NUV

NUVEEN MUN VALUE FD INC

36.63%

Shares50.2K

Event2026-03-31

Filed2026-04-08

DUKE ENERGY CORP NEW

9.72%

Shares3.4K

Event2026-03-31

Filed2026-04-08

PFF

ISHARES TR

0.66%

Shares14.4K

Event2026-03-31

Filed2026-04-08

SHYD

VANECK ETF TRUST

-68.60%

Shares19.2K

Event2026-03-31

Filed2026-04-08

BND

VANGUARD BD INDEX FDS

4.08%

Shares5.8K

Event2026-03-31

Filed2026-04-08

HLT

HILTON WORLDWIDE HLDGS INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

WELL

WELLTOWER INC

0.33%

Shares2.1K

Event2026-03-31

Filed2026-04-08

DHS

WISDOMTREE TR

0.63%

Shares3.8K

Event2026-03-31

Filed2026-04-08

IGSB

ISHARES TR

0.32%

Shares7.9K

Event2026-03-31

Filed2026-04-08

VERIZON COMMUNICATIONS INC

-6.01%

Shares8.3K

Event2026-03-31

Filed2026-04-08

VIRT

VIRTU FINL INC

2.48%

Shares9.4K

Event2026-03-31

Filed2026-04-08

BROOKFIELD ASSET MANAGMT LTD

-0.08%

Shares9.0K

Event2026-03-31

Filed2026-04-08

KLAC

KLA CORP

0.00%

Shares263

Event2026-03-31

Filed2026-04-08

FPEI

FIRST TR EXCH TRADED FD III

23.08%

Shares19.8K

Event2026-03-31

Filed2026-04-08

CRWV

COREWEAVE INC

21.83%

Shares4.8K

Event2026-03-31

Filed2026-04-08

IWV

ISHARES TR

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

INTC

INTEL CORP

-1.21%

Shares8.2K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

5.04%

Shares1.5K

Event2026-03-31

Filed2026-04-08

CCB

COASTAL FINL CORP WA

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

GOLDMAN SACHS GROUP INC

-69.40%

Shares399

Event2026-03-31

Filed2026-04-08

TMO

THERMO FISHER SCIENTIFIC INC

6.53%

Shares685

Event2026-03-31

Filed2026-04-08

TRANE TECHNOLOGIES PLC

-0.37%

Shares807

Event2026-03-31

Filed2026-04-08

FDVV

FIDELITY COVINGTON TRUST

2.52%

Shares6.1K

Event2026-03-31

Filed2026-04-08

EIPI

FIRST TR EXCHNG TRADED FD VI

1.73%

Shares14.8K

Event2026-03-31

Filed2026-04-08

BWXT

BWX TECHNOLOGIES INC

1.73%

Shares1.6K

Event2026-03-31

Filed2026-04-08

XLK

SELECT SECTOR SPDR TR

1.24%

Shares2.4K

Event2026-03-31

Filed2026-04-08

SHYG

ISHARES TR

-6.74%

Shares7.4K

Event2026-03-31

Filed2026-04-08

PCAR

PACCAR INC

0.23%

Shares2.7K

Event2026-03-31

Filed2026-04-08

PFE

PFIZER INC

0.30%

Shares10.9K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

-0.10%

Shares3.8K

Event2026-03-31

Filed2026-04-08

ADP

AUTOMATIC DATA PROCESSING IN

-6.21%

Shares1.5K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

0.10%

Shares987

Event2026-03-31

Filed2026-04-08

AMGN

AMGEN INC

0.48%

Shares846

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

9.29%

Shares1.5K

Event2026-03-31

Filed2026-04-08

DON

WISDOMTREE TR

0.35%

Shares5.5K

Event2026-03-31

Filed2026-04-08

JEPQ

J P MORGAN EXCHANGE TRADED F

0.02%

Shares5.2K

Event2026-03-31

Filed2026-04-08

SRLN

SSGA ACTIVE ETF TR

-0.91%

Shares7.1K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-0.10%

Shares1.9K

Event2026-03-31

Filed2026-04-08

BIL

SPDR SERIES TRUST

-4.82%

Shares3.0K

Event2026-03-31

Filed2026-04-08

DGRO

ISHARES TR

4.65%

Shares3.9K

Event2026-03-31

Filed2026-04-08

EMXC

ISHARES INC

6.84%

Shares3.5K

Event2026-03-31

Filed2026-04-08

VWO

VANGUARD INTL EQUITY INDEX F

0.24%

Shares5.0K

Event2026-03-31

Filed2026-04-08

ECL

ECOLAB INC

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-08

DINO

HF SINCLAIR CORP

New

Shares4.3K

Event2026-03-31

Filed2026-04-08

SUSA

ISHARES TR

-1.78%

Shares2.0K

Event2026-03-31

Filed2026-04-08

COIN

COINBASE GLOBAL INC

-2.89%

Shares1.5K

Event2026-03-31

Filed2026-04-08

NOBL

PROSHARES TR

-14.93%

Shares2.4K

Event2026-03-31

Filed2026-04-08

QBTS

D-WAVE QUANTUM INC

7.83%

Shares17.8K

Event2026-03-31

Filed2026-04-08

VXUS

VANGUARD STAR FDS

4.11%

Shares3.3K

Event2026-03-31

Filed2026-04-08

MELI

MERCADOLIBRE INC

New

Shares144

Event2026-03-31

Filed2026-04-08

TOYOTA MOTOR CORP

-5.71%

Shares1.2K

Event2026-03-31

Filed2026-04-08

SPHD

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-08

CTAS

CINTAS CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

COWZ

PACER FDS TR

-26.36%

Shares3.9K

Event2026-03-31

Filed2026-04-08

LOW

LOWES COS INC

1.39%

Shares1.0K

Event2026-03-31

Filed2026-04-08

ESPR

ESPERION THERAPEUTICS INC NE

29.61%

Shares87.6K

Event2026-03-31

Filed2026-04-08

COP

CONOCOPHILLIPS

New

Shares1.8K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

1.48%

Shares2.1K

Event2026-03-31

Filed2026-04-08

ITM

VANECK ETF TRUST

0.47%

Shares5.0K

Event2026-03-31

Filed2026-04-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares680

Event2026-03-31

Filed2026-04-08

PSLV

SPROTT ASSET MANAGEMENT LP

New

Shares9.0K

Event2026-03-31

Filed2026-04-08

GLOV

GOLDMAN SACHS ETF TR

3.29%

Shares3.9K

Event2026-03-31

Filed2026-04-08

SNDK

SANDISK CORP

New

Shares343

Event2026-03-31

Filed2026-04-08

UNH

UNITEDHEALTH GROUP INC

-56.33%

Shares797

Event2026-03-31

Filed2026-04-08

JAVA

J P MORGAN EXCHANGE TRADED F

0.23%

Shares3.0K

Event2026-03-31

Filed2026-04-08

HELO

J P MORGAN EXCHANGE TRADED F

0.09%

Shares3.3K

Event2026-03-31

Filed2026-04-08

YUM

YUM BRANDS INC

0.22%

Shares1.4K

Event2026-03-31

Filed2026-04-08

ENERGY TRANSFER L P

0.31%

Shares10.7K

Event2026-03-31

Filed2026-04-08

NULV

NUSHARES ETF TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-08

INTU

INTUIT

New

Shares470

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

-14.07%

Shares617

Event2026-03-31

Filed2026-04-08

DSI

ISHARES TR

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-08

SLB

SLB LIMITED

-78.27%

Shares2.9K

Event2026-03-31

Filed2026-04-08

BTG

B2GOLD CORP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-08

ALDX

ALDEYRA THERAPEUTICS INC

-5.06%

Shares15.0K

Event2026-03-31

Filed2026-04-08

CRDF

CARDIFF ONCOLOGY INC

42.86%

Shares15.0K

Event2026-03-31

Filed2026-04-08

SABR

SABRE CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

SLB Call CallSLB LIMITED5.0K sharesnew addition2026-03-312026-04-08

AMD Call CallADVANCED MICRO DEVICES INC200 sharesnew addition2026-03-312026-04-08

COP Call CallCONOCOPHILLIPS100 sharesnew addition2026-03-312026-04-08

SLB Call

SLB LIMITED

New

Shares5.0K

Event2026-03-31

Filed2026-04-08

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares200

Event2026-03-31

Filed2026-04-08

COP Call

CONOCOPHILLIPS

New

Shares100

Event2026-03-31

Filed2026-04-08

Put Option Holdings

No put option holdings data available