Sponsored

The Analysis of Capital Analysts, LLC's Holdings & P&L

Currently, Capital Analysts, LLC holds 1537 types of securities in its portfolio with a total value $3.8M. In the most recent quarter, they have increased their positions in RWL (+694.5K shares, valued at $79.8K), PVAL (+881.4K shares, valued at $40.9K), FBND (+891.9K shares, valued at $40.7K); decreased their positions in OEF (-78.5K shares, valued at $25.0K), DEM (-179.4K shares, valued at $8.9K), IVV (-12.1K shares, valued at $7.9K); initiated new positions in IDEF (+125.4K shares, valued at $4.1K), BLCR (+99.9K shares, valued at $4.1K), ACM (+38.1K shares, valued at $3.2K).

1M P&L

+64.8M+2.01%

3M P&L

+27.5M+0.84%

HY P&L

+190.6M+6.15%

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/A2.3M

75.4%

2Software - Infrastructure61.5K

2.0%

3Capital Markets60.6K

2.0%

Top Industries by Stock Count

1N/A758 stocks

59.1%

2Software - Application24 stocks

1.9%

3Software - Infrastructure18 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST4.0M shares4.16%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR3.2M shares39.46%2026-03-312026-05-14

IVV ISHARES TR185.9K shares-6.10%2026-03-312026-05-14

IEFA ISHARES TR1.3M shares4.37%2026-03-312026-05-14

SPIB SPDR SERIES TRUST2.5M shares47.07%2026-03-312026-05-14

RWL INVESCO EXCH TRADED FD TR II696.0K shares46576.73%2026-03-312026-05-14

JCPB J P MORGAN EXCHANGE TRADED F1.6M shares7.36%2026-03-312026-05-14

IEMG ISHARES INC1.0M shares1.67%2026-03-312026-05-14

Sponsored

TDTF FLEXSHARES TR3.0M shares8.65%2026-03-312026-05-14

FMDE FIDELITY COVINGTON TRUST1.8M shares1.98%2026-03-312026-05-14

DIVI FRANKLIN TEMPLETON ETF TR1.6M shares11.41%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS760.2K shares120.74%2026-03-312026-05-14

SPHY SPDR SERIES TRUST2.4M shares1.56%2026-03-312026-05-14

AAPL APPLE INC199.7K shares35.37%2026-03-312026-05-14

PVAL PUTNAM ETF TRUST1.1M shares421.96%2026-03-312026-05-14

MSFT MICROSOFT CORP122.6K shares9.67%2026-03-312026-05-14

Sponsored

ITOT ISHARES TR285.7K shares-9.68%2026-03-312026-05-14

IAGG ISHARES TR682.3K shares8.96%2026-03-312026-05-14

IVW ISHARES TR294.5K shares31.48%2026-03-312026-05-14

DGRO ISHARES TR459.1K shares10.85%2026-03-312026-05-14

FESM FIDELITY COVINGTON TRUST841.9K shares3.34%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST532.1K shares-17.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC35.5K shares-4.23%2026-03-312026-05-14

WMT WALMART INC232.6K shares-1.47%2026-03-312026-05-14

Sponsored

RTX RTX CORPORATION143.8K shares-3.86%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC234.1K shares-2.87%2026-03-312026-05-14

USTB VICTORY PORTFOLIOS II516.5K shares-8.19%2026-03-312026-05-14

CGMU CAPITAL GRP FIXED INCM ETF T958.5K shares121.46%2026-03-312026-05-14

MFSI MFS ACTIVE EXCHANGE TRADED F864.4K shares27.96%2026-03-312026-05-14

RLY SSGA ACTIVE ETF TR696.9K shares-1.33%2026-03-312026-05-14

ALPHABET INC ALPHABET INC85.5K shares-4.65%2026-03-312026-05-14

BROADCOM INC BROADCOM INC76.3K shares1.16%2026-03-312026-05-14

Sponsored

FBCG FIDELITY COVINGTON TRUST455.8K shares154.48%2026-03-312026-05-14

MUNI PIMCO ETF TR429.4K shares1.24%2026-03-312026-05-14

SPYG SPDR SERIES TRUST226.7K shares-0.66%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION167.4K shares-4.72%2026-03-312026-05-14

COP CONOCOPHILLIPS166.2K shares1.88%2026-03-312026-05-14

IVE ISHARES TR103.2K shares24.12%2026-03-312026-05-14

IUSB ISHARES TR462.9K shares18.54%2026-03-312026-05-14

GARP ISHARES TR331.0K shares108.83%2026-03-312026-05-14

Sponsored

MS MORGAN STANLEY122.7K shares-2.27%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST364.9K shares1.76%2026-03-312026-05-14

AMZN AMAZON COM INC91.9K shares12.14%2026-03-312026-05-14

AEP AMERICANE ELEC PWR CO INC144.9K shares-1.51%2026-03-312026-05-14

VUG VANGUARD INDEX FDS42.8K shares168.07%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC53.9K shares-3.71%2026-03-312026-05-14

VTV VANGUARD INDEX FDS90.0K shares195.91%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC40.1K shares0.70%2026-03-312026-05-14

Sponsored

V VISA INC56.0K shares0.35%2026-03-312026-05-14

PHYL PGIM ETF TR487.7K shares38.85%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF407.4K shares31.87%2026-03-312026-05-14

PG PROCTER & GAMBLE CO112.8K shares10.15%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS346.4K shares3.51%2026-03-312026-05-14

TCAF T ROWE PRICE ETF INC455.0K shares16.14%2026-03-312026-05-14

IGF ISHARES TR238.8K shares-0.46%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR189.3K shares397.62%2026-03-312026-05-14

Sponsored

IJH ISHARES TR222.1K shares26.54%2026-03-312026-05-14

EOG EOG RES INC103.5K shares0.60%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS191.8K shares6.33%2026-03-312026-05-14

NVDA NVIDIA CORPORATION84.8K shares-5.81%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.8K shares13.70%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO49.6K shares-0.93%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I50.2K shares5.30%2026-03-312026-05-14

CGNG CAPITAL GROUP NEW GEOGRAPHY441.7K shares21.37%2026-03-312026-05-14

Sponsored

MEDTRONIC PLC MEDTRONIC PLC159.5K shares1.05%2026-03-312026-05-14

SPGI S&P GLOBAL INC32.3K shares1.70%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST402.5K shares115.58%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR116.4K shares435.92%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR143.5K shares-16.54%2026-03-312026-05-14

TLH ISHARES TR124.9K shares-10.98%2026-03-312026-05-14

AMT AMERICAN TOWER CORP71.9K shares4.80%2026-03-312026-05-14

EFV ISHARES TR166.7K shares42.79%2026-03-312026-05-14

Sponsored

BDX BECTON DICKINSON & CO77.8K shares12.69%2026-03-312026-05-14

HYMB SPDR SERIES TRUST491.7K shares12.06%2026-03-312026-05-14

ABT ABBOTT LABORATORIES115.9K shares4.76%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F209.1K shares11.28%2026-03-312026-05-14

BOND PIMCO ETF TR127.5K shares29.22%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR436.8K shares560.18%2026-03-312026-05-14

SPAB SPDR SERIES TRUST449.9K shares31.32%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS53.5K shares6.40%2026-03-312026-05-14

Sponsored

IJR ISHARES TR92.1K shares64.51%2026-03-312026-05-14

VTI VANGUARD INDEX FDS35.3K shares669.74%2026-03-312026-05-14

DIS DISNEY WALT CO113.9K shares1.65%2026-03-312026-05-14

DHI D R HORTON INC79.4K shares-20.75%2026-03-312026-05-14

EFA ISHARES TR107.6K shares435.24%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS125.2K shares16.79%2026-03-312026-05-14

TSPA T ROWE PRICE ETF INC248.7K shares10.35%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC30.0K shares-1.90%2026-03-312026-05-14

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F199.7K shares8.63%2026-03-312026-05-14

CVX CHEVRON CORPORATION48.0K shares9.62%2026-03-312026-05-14

ZTS ZOETIS INC82.8K shares0.91%2026-03-312026-05-14

OEF ISHARES TR30.3K shares-72.16%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS64.2K shares0.37%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS139.8K shares53.87%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC74.0K shares0.31%2026-03-312026-05-14

JAVA J P MORGAN EXCHANGE TRADED F123.8K shares6.42%2026-03-312026-05-14

Sponsored

DFAS DIMENSIONAL ETF TRUST123.1K shares9.40%2026-03-312026-05-14

VOT VANGUARD INDEX FDS33.9K shares564.31%2026-03-312026-05-14

CGGO CAPITAL GROUP GBL GROWTH EQT261.1K shares10.16%2026-03-312026-05-14

ALPHABET INC ALPHABET INC30.1K shares-2.97%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON34.0K shares23.74%2026-03-312026-05-14

CGXU CAPITAL GROUP INTL FOCUS EQT279.2K shares-4.25%2026-03-312026-05-14

DFIS DIMENSIONAL ETF TRUST241.9K shares16.64%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN49.7K shares-5.01%2026-03-312026-05-14

Sponsored

SPTM SPDR SERIES TRUST98.8K shares-0.68%2026-03-312026-05-14

MCD MCDONALDS CORP24.7K shares14.03%2026-03-312026-05-14

IXUS ISHARES TR87.3K shares-16.42%2026-03-312026-05-14

AGG ISHARES TR72.0K shares4106.19%2026-03-312026-05-14

MA MASTERCARD INCORPORATED13.5K shares-3.04%2026-03-312026-05-14

MBB ISHARES TR68.2K shares28.36%2026-03-312026-05-14

QUAL ISHARES TR33.1K shares-7.99%2026-03-312026-05-14

GOVT ISHARES TR277.3K shares1151.34%2026-03-312026-05-14

Sponsored

JMST J P MORGAN EXCHANGE TRADED F122.4K shares-14.69%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F110.5K shares1.30%2026-03-312026-05-14

MRSK NORTHERN LIGHTS FD TR173.2K shares0.09%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS132.9K shares3.74%2026-03-312026-05-14

TXUE THORNBURG ETF TR188.4K shares27.35%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION6.1K shares-5.62%2026-03-312026-05-14

META META PLATFORMS INC10.2K shares-6.98%2026-03-312026-05-14

PYLD PIMCO ETF TR218.7K shares42.68%2026-03-312026-05-14

Sponsored

BNDX VANGUARD CHARLOTTE FDS118.4K shares38.21%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS113.5K shares2058.62%2026-03-312026-05-14

MTUM ISHARES TR23.4K shares16.87%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS112.2K shares-11.62%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE128.5K shares25.37%2026-03-312026-05-14

USFR WISDOMTREE TR107.9K shares14.78%2026-03-312026-05-14

MUB ISHARES TR51.0K shares-58.94%2026-03-312026-05-14

EFG ISHARES TR48.1K shares38418.40%2026-03-312026-05-14

Sponsored

LMT LOCKHEED MARTIN CORP8.7K shares-3.42%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L137.9K shares2658.00%2026-03-312026-05-14

KO COCA COLA CO67.6K shares46.60%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST141.0K shares17.36%2026-03-312026-05-14

CSCO CISCO SYS INC65.5K shares3.01%2026-03-312026-05-14

BAC BANK AMERICA CORP103.8K shares-4.16%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR202.6K shares67.12%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR8.6K shares559.19%2026-03-312026-05-14

Sponsored

LLY ELI LILLY & CO5.3K shares2025.50%2026-03-312026-05-14

LOW LOWES COS INC20.2K shares-4.83%2026-03-312026-05-14

HD HOME DEPOT INC14.5K shares17.70%2026-03-312026-05-14

OKE ONEOK INC NEW52.6K shares945.50%2026-03-312026-05-14

EQIX EQUINIX INC4.8K shares-5.63%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP50.5K shares-7.97%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP13.7K shares-8.27%2026-03-312026-05-14

CSRE COHEN & STEERS ETF TRUST177.0K shares116.57%2026-03-312026-05-14

Sponsored

ET ENERGY TRANSFER L P235.6K shares-1.01%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP6.5K shares-7.11%2026-03-312026-05-14

CGCP CAPITAL GRP FIXED INCM ETF T199.0K shares22.02%2026-03-312026-05-14

XOM EXXON MOBIL CORP26.2K shares53.99%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC4.6K shares4.37%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR142.7K shares579.46%2026-03-312026-05-14

SPYV SPDR SERIES TRUST77.3K shares10.61%2026-03-312026-05-14

FOCT FIRST TR EXCHNG TRADED FD VI91.5K shares0.67%2026-03-312026-05-14

Sponsored

VZ VERIZON COMMUNICATIONS INC86.1K shares5.91%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL128.3K shares0.10%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II82.8K shares-54.88%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC21.7K shares-6.75%2026-03-312026-05-14

TOUS T ROWE PRICE ETF INC123.6K shares54.63%2026-03-312026-05-14

HYG ISHARES TR53.7K shares253.71%2026-03-312026-05-14

PLD PROLOGIS INC.32.1K shares-5.25%2026-03-312026-05-14

FFOX FUNDX INVT TR160.8K shares1.57%2026-03-312026-05-14

Sponsored

NEE NEXTERA ENERGY INC45.5K shares2.60%2026-03-312026-05-14

COWZ PACER FDS TR67.1K shares7.19%2026-03-312026-05-14

VO VANGUARD INDEX FDS14.6K shares67.46%2026-03-312026-05-14

MDYG SPDR SERIES TRUST42.9K shares-7.24%2026-03-312026-05-14

IDEF BLACKROCK ETF TRUST125.4K sharesnew addition2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST99.9K sharesnew addition2026-03-312026-05-14

WMB WILLIAMS COS INC56.2K shares1822.47%2026-03-312026-05-14

LH LABCORP HOLDINGS INC15.2K shares-5.21%2026-03-312026-05-14

Sponsored

DVY ISHARES TR26.3K shares6.82%2026-03-312026-05-14

PULS PGIM ETF TR79.6K shares28.25%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-29.29%2026-03-312026-05-14

TMUS T-MOBILE US INC18.4K shares-4.72%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC52.5K shares-6.70%2026-03-312026-05-14

IHI ISHARES TR70.6K shares-9.00%2026-03-312026-05-14

MDYV SPDR SERIES TRUST43.8K shares-5.37%2026-03-312026-05-14

GM GENERAL MTRS CO49.5K shares-10.21%2026-03-312026-05-14

Sponsored

ADI ANALOG DEVICES INC11.6K shares11.61%2026-03-312026-05-14

SLYG SPDR SERIES TRUST37.6K shares10.94%2026-03-312026-05-14

PDEC INNOVATOR ETFS TRUST84.9K shares0.00%2026-03-312026-05-14

EFAV ISHARES TR39.2K shares4.89%2026-03-312026-05-14

SHLD GLOBAL X FDS49.6K shares921.54%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD17.2K shares1.68%2026-03-312026-05-14

HON HONEYWELL INTL INC15.3K shares17.96%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS14.3K shares12.39%2026-03-312026-05-14

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL101.1K shares21.54%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC6.9K shares-5.81%2026-03-312026-05-14

NEM NEWMONT CORP31.3K shares-4.63%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR116.3K shares795.80%2026-03-312026-05-14

CGHM CAPITAL GRP FIXED INCM ETF T132.9K shares22.39%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO10.5K shares-5.89%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares143.57%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC20.4K shares-7.78%2026-03-312026-05-14

Sponsored

BA BOEING CO16.6K shares-8.25%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE11.5K shares8.67%2026-03-312026-05-14

IQLT ISHARES TR70.5K shares4.19%2026-03-312026-05-14

FENI FIDELITY COVINGTON TRUST87.4K shares122.43%2026-03-312026-05-14

ACM AECOM38.1K sharesnew addition2026-03-312026-05-14

DEM WISDOMTREE TR64.9K shares-73.45%2026-03-312026-05-14

DHR DANAHER CORP DEL16.6K shares-2.38%2026-03-312026-05-14

IWL ISHARES TR19.6K shares2894.50%2026-03-312026-05-14

Sponsored

IEF ISHARES TR32.7K shares-3.88%2026-03-312026-05-14

SHYM BLACKROCK ETF TRUST II140.4K sharesnew addition2026-03-312026-05-14

SPMD SPDR SERIES TRUST51.8K shares0.47%2026-03-312026-05-14

QCOM QUALCOMM INC23.8K shares-4.99%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP48.6K shares-3.25%2026-03-312026-05-14

NFLX NETFLIX INC.31.5K shares8.47%2026-03-312026-05-14

SPSM SPDR SERIES TRUST61.7K shares-15.71%2026-03-312026-05-14

VOE VANGUARD INDEX FDS15.9K shares746.60%2026-03-312026-05-14

Sponsored

VB VANGUARD INDEX FDS11.2K shares55.25%2026-03-312026-05-14

QGRO AMERICAN CENTY ETF TR27.8K shares-8.70%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.2K shares-1.67%2026-03-312026-05-14

SNPS SYNOPSYS INC7.3K shares-6.63%2026-03-312026-05-14

TCHP T ROWE PRICE ETF INC65.2K shares-2.15%2026-03-312026-05-14

SMLF ISHARES TR38.1K shares-14.07%2026-03-312026-05-14

GCOW PACER FDS TR61.9K shares-4.23%2026-03-312026-05-14

CFG CITIZENS FINL GROUP INC47.0K shares3.96%2026-03-312026-05-14

Sponsored

EATON CORP PLC EATON CORP PLC7.8K shares1.28%2026-03-312026-05-14

CAIE CALAMOS ETF TR110.5K shares7.26%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F51.3K shares22.20%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST70.7K shares21.73%2026-03-312026-05-14

IWF ISHARES TR6.4K shares518.35%2026-03-312026-05-14

VFMV VANGUARD WELLINGTON FD20.5K sharesnew addition2026-03-312026-05-14

MET METLIFE INC38.1K shares8.93%2026-03-312026-05-14

IGRO ISHARES TR31.9K shares24.63%2026-03-312026-05-14

Sponsored

SHY ISHARES TR32.2K shares446.95%2026-03-312026-05-14

EMR EMERSON ELEC CO20.1K shares-46.48%2026-03-312026-05-14

DRI DARDEN RESTAURANTS INC13.2K shares6.18%2026-03-312026-05-14

VHT VANGUARD WORLD FD9.2K shares-7.45%2026-03-312026-05-14

NI NISOURCE INC53.0K shares4.06%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI72.2K shares24.93%2026-03-312026-05-14

SYSB ISHARES TR26.9K shares400.30%2026-03-312026-05-14

DES WISDOMTREE TR66.2K shares0.02%2026-03-312026-05-14

Sponsored

UNH UNITEDHEALTH GROUP INC8.7K shares-3.56%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD90.5K shares1.09%2026-03-312026-05-14

SBR SABINE RTY TR30.6K shares3778.48%2026-03-312026-05-14

WSML ISHARES TR73.8K sharesnew addition2026-03-312026-05-14

USHY ISHARES TR61.8K shares-17.87%2026-03-312026-05-14

CORP PIMCO ETF TR23.0K shares13.49%2026-03-312026-05-14

SKYY FIRST TR EXCHANGE-TRADED FD19.9K shares-0.67%2026-03-312026-05-14

PFFA ETFIS SER TR I106.1K shares3.77%2026-03-312026-05-14

Sponsored

SCHE SCHWAB STRATEGIC TR65.4K shares109.31%2026-03-312026-05-14

FTCS FIRST TR EXCHANGE-TRADED FD22.6K shares1434.80%2026-03-312026-05-14

SCZ ISHARES TR26.7K shares25.10%2026-03-312026-05-14

CPSL CALAMOS ETF TR76.7K shares3.45%2026-03-312026-05-14

FDLO FIDELITY COVINGTON TRUST32.2K shares-4.62%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR15.4K shares-18.34%2026-03-312026-05-14

QLV FLEXSHARES TR27.8K sharesnew addition2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II8.4K shares17.70%2026-03-312026-05-14

Sponsored

KKR & CO INC KKR & CO INC21.4K shares-2.36%2026-03-312026-05-14

IDEV ISHARES TR23.5K shares19.75%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS26.6K shares230.39%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS41.3K shares12.95%2026-03-312026-05-14

PJUL INNOVATOR ETFS TRUST42.0K shares-1.17%2026-03-312026-05-14

PSFF PACER FDS TR60.1K shares-5.05%2026-03-312026-05-14

PFEB INNOVATOR ETFS TRUST47.7K shares255.06%2026-03-312026-05-14

EQWL INVESCO EXCHANGE TRADED FD T16.5K shares8.11%2026-03-312026-05-14

Sponsored

CGBL CAPITAL GROUP CORE BALANCED54.9K shares383.67%2026-03-312026-05-14

ICF ISHARES TR28.6K shares104.92%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR28.8K shares-7.51%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F11.9K shares-16.30%2026-03-312026-05-14

BKLC BNY MELLON ETF TRUST13.6K shares607.80%2026-03-312026-05-14

IGIB ISHARES TR31.8K shares0.26%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS24.6K shares15.85%2026-03-312026-05-14

ONEY SPDR SERIES TRUST13.9K shares5.42%2026-03-312026-05-14

Sponsored

WAT WATERS CORP5.5K sharesnew addition2026-03-312026-05-14

INCM FRANKLIN TEMPLETON ETF TR56.8K shares83.62%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD31.9K shares11.28%2026-03-312026-05-14

CAT CATERPILLAR INC2.3K shares148.47%2026-03-312026-05-14

DE DEERE & CO2.8K shares9.45%2026-03-312026-05-14

VTR VENTAS INC19.3K shares3.30%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR54.0K shares50359.81%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO5.2K shares74.87%2026-03-312026-05-14

Sponsored

FDVV FIDELITY COVINGTON TRUST28.2K shares117.23%2026-03-312026-05-14

CGUS CAPITAL GROUP CORE EQUITY ET40.1K shares-0.99%2026-03-312026-05-14

LQD ISHARES TR14.1K shares-1.48%2026-03-312026-05-14

HST HOST HOTELS & RESORTS INC79.7K shares5.61%2026-03-312026-05-14

INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC30.1K shares12.28%2026-03-312026-05-14

SHYG ISHARES TR35.8K shares1.20%2026-03-312026-05-14

ABBV ABBVIE INC6.9K shares-4.88%2026-03-312026-05-14

VBR VANGUARD INDEX FDS6.9K shares48.76%2026-03-312026-05-14

Sponsored

GLDM WORLD GOLD TR15.9K shares237.00%2026-03-312026-05-14

AVSD AMERICAN CENTY ETF TR20.0K sharesnew addition2026-03-312026-05-14

CGGE CAPITAL GROUP GLOBAL EQUITY48.2K shares238.46%2026-03-312026-05-14

PEP PEPSICO INC9.4K shares403.14%2026-03-312026-05-14

BALT INNOVATOR ETFS TRUST43.4K shares-15.28%2026-03-312026-05-14

IWV ISHARES TR3.9K shares13.13%2026-03-312026-05-14

BIL SPDR SERIES TRUST15.6K shares51.21%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC8.6K shares23.98%2026-03-312026-05-14

Sponsored

SCHX SCHWAB STRATEGIC TR54.7K shares163.17%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD35.1K shares2.73%2026-03-312026-05-14

EELV INVESCO EXCH TRADED FD TR II49.0K shares3086.81%2026-03-312026-05-14

FEGE RBB FUND TRUST29.3K shares-18.84%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T18.2K sharesnew addition2026-03-312026-05-14

PJAN INNOVATOR ETFS TRUST29.3K shares7164.52%2026-03-312026-05-14

EEM ISHARES TR23.5K shares371.38%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS20.3K shares7.14%2026-03-312026-05-14

Sponsored

GPIQ GOLDMAN SACHS ETF TR26.6K shares7.57%2026-03-312026-05-14

EFIV SPDR SERIES TRUST20.8K shares7.41%2026-03-312026-05-14

ONEV SPDR SERIES TRUST9.7K sharesnew addition2026-03-312026-05-14

BSCU INVESCO EXCH TRD SLF IDX FD77.6K shares139.53%2026-03-312026-05-14

PHO INVESCO EXCHANGE TRADED FD T19.4K shares0.90%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD11.6K shares41.13%2026-03-312026-05-14

PNOV INNOVATOR ETFS TRUST31.5K shares0.00%2026-03-312026-05-14

KJAN INNOVATOR ETFS TRUST30.8K shares0.38%2026-03-312026-05-14

Sponsored

FEDERATED HERMES ETF TRUST FEDERATED HERMES ETF TRUST23.8K shares63.38%2026-03-312026-05-14

JPIE J P MORGAN EXCHANGE TRADED F27.7K shares116.86%2026-03-312026-05-14

JCPI J P MORGAN EXCHANGE TRADED F26.2K shares37.29%2026-03-312026-05-14

EEMV ISHARES INC19.2K shares16.48%2026-03-312026-05-14

PID INVESCO EXCHANGE TRADED FD T55.9K shares3.28%2026-03-312026-05-14

PBT PERMIAN BASIN RTY TR57.6K shares3368.86%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD17.8K shares18.28%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC10.3K shares23.11%2026-03-312026-05-14

Sponsored

HELO J P MORGAN EXCHANGE TRADED F18.2K shares35.05%2026-03-312026-05-14

DLS WISDOMTREE TR14.1K shares4.52%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO4.6K shares-30.35%2026-03-312026-05-14

VV VANGUARD INDEX FDS3.8K shares16530.43%2026-03-312026-05-14

VNLA JANUS DETROIT STR TR23.3K shares1015.97%2026-03-312026-05-14

ORCL ORACLE CORP7.7K shares-1.92%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD57.4K shares-5.53%2026-03-312026-05-14

FTNT FORTINET INC13.6K shares0.00%2026-03-312026-05-14

Sponsored

TMSL T ROWE PRICE ETF INC30.3K shares80.57%2026-03-312026-05-14

IJK ISHARES TR10.9K shares4.75%2026-03-312026-05-14

WM WASTE MGMT INC DEL4.8K shares-0.08%2026-03-312026-05-14

IJJ ISHARES TR8.2K shares2.37%2026-03-312026-05-14

BUFQ FIRST TR EXCHNG TRADED FD VI30.8K shares0.00%2026-03-312026-05-14

AMGN AMGEN INC3.1K shares29.53%2026-03-312026-05-14

SDY SPDR SERIES TRUST7.4K shares-18.25%2026-03-312026-05-14

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II43.0K sharesnew addition2026-03-312026-05-14

Sponsored

USXF ISHARES TR19.3K shares261.59%2026-03-312026-05-14

CRM SALESFORCE INC5.7K shares-71.36%2026-03-312026-05-14

EVX VANECK ETF TRUST27.1K shares4.62%2026-03-312026-05-14

MODL VICTORY PORTFOLIOS II23.3K shares783.28%2026-03-312026-05-14

ASML ASML HLDG NV769 shares-19.31%2026-03-312026-05-14

HDV ISHARES TR7.5K shares0.00%2026-03-312026-05-14

IVOO VANGUARD ADMIRAL FDS INC8.8K shares-12.50%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD49.3K shares-4.69%2026-03-312026-05-14

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD50.6K shares-5.19%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE-TRADED FD22.2K shares3.18%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR11.8K shares0.65%2026-03-312026-05-14

IMCG ISHARES TR12.1K shares84.70%2026-03-312026-05-14

BUFD FIRST TR EXCHNG TRADED FD VI34.0K shares0.00%2026-03-312026-05-14

GILD GILEAD SCIENCES INC6.8K shares28.66%2026-03-312026-05-14

TAFI AB ACTIVE ETFS INC37.3K shares10.51%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II8.2K shares42.62%2026-03-312026-05-14

Sponsored

CSX CSX CORP22.3K shares10.54%2026-03-312026-05-14

BSCT INVESCO EXCH TRD SLF IDX FD48.9K shares-1.69%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS10.2K shares232.56%2026-03-312026-05-14

AVSC AMERICAN CENTY ETF TR14.5K shares0.14%2026-03-312026-05-14

HYD VANECK ETF TRUST18.0K shares-20.22%2026-03-312026-05-14

BUFZ FIRST TR EXCHNG TRADED FD VI33.9K shares0.00%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F17.5K shares15.13%2026-03-312026-05-14

TSLA TESLA INC2.4K shares-10.64%2026-03-312026-05-14

Sponsored

IDMO INVESCO EXCH TRADED FD TR II15.9K shares217.64%2026-03-312026-05-14

IYW ISHARES TR4.8K shares-79.65%2026-03-312026-05-14

MCO MOODYS CORP2.0K shares-9.28%2026-03-312026-05-14

EAGG ISHARES TR17.9K shares27.47%2026-03-312026-05-14

KAPR INNOVATOR ETFS TRUST23.3K shares0.00%2026-03-312026-05-14

AVMV AMERICAN CENTY ETF TR11.4K shares176.82%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR8.4K shares0.12%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR18.2K shares2.13%2026-03-312026-05-14

Sponsored

XLY SELECT SECTOR SPDR TR7.6K shares-4.96%2026-03-312026-05-14

YUM YUM BRANDS INC5.3K shares15045.71%2026-03-312026-05-14

EUSA ISHARES INC8.1K shares200.71%2026-03-312026-05-14

HEI.A HEICO CORP NEW3.8K shares-10.62%2026-03-312026-05-14

XAR SPDR SERIES TRUST3.2K shares7.91%2026-03-312026-05-14

COWG PACER FDS TR23.9K shares11.65%2026-03-312026-05-14

CALF PACER FDS TR17.9K shares-9.85%2026-03-312026-05-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.4K shares0.00%2026-03-312026-05-14

Sponsored

FNDX SCHWAB STRATEGIC TR28.4K shares92.25%2026-03-312026-05-14

TJX TJX COS INC NEW5.0K shares16.66%2026-03-312026-05-14

TIP ISHARES TR7.1K shares8.86%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO14.8K shares-13.09%2026-03-312026-05-14

IWR ISHARES TR7.9K shares120.01%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T5.3K shares363.55%2026-03-312026-05-14

RAFE PIMCO EQUITY SER18.5K sharesnew addition2026-03-312026-05-14

LQTI FIRST TR EXCHANGE-TRADED FD39.2K shares22.56%2026-03-312026-05-14

Sponsored

NORTHERN LTS FD TR IV NORTHERN LTS FD TR IV34.7K shares1.13%2026-03-312026-05-14

QMMY FIRST TR EXCHNG TRADED FD VI30.5K shares-4.88%2026-03-312026-05-14

NDAQ NASDAQ INC8.8K shares74.79%2026-03-312026-05-14

ESGE ISHARES INC16.4K shares6.98%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO12.2K shares66.53%2026-03-312026-05-14

CGDG CAPITAL GROUP DIVIDEND GROWE20.6K shares163.04%2026-03-312026-05-14

CPSJ CALAMOS ETF TR27.4K shares0.00%2026-03-312026-05-14

SDVD FIRST TR EXCH TRADED FD III33.4K shares6.50%2026-03-312026-05-14

Sponsored

WSO WATSCO INC2.0K shares3.49%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR14.4K shares691.89%2026-03-312026-05-14

BUFG FIRST TR EXCHNG TRADED FD VI26.7K shares45.83%2026-03-312026-05-14

TYL TYLER TECHNOLOGIES INC2.1K shares-19.46%2026-03-312026-05-14

BSJQ INVESCO EXCH TRD SLF IDX FD30.4K shares0.24%2026-03-312026-05-14

IJS ISHARES TR5.9K shares-24.23%2026-03-312026-05-14

SMH VANECK ETF TRUST1.8K shares-0.11%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR27.8K shares0.23%2026-03-312026-05-14

Sponsored

IWM ISHARES TR2.8K shares125.32%2026-03-312026-05-14

DFP FLAHERTY & CRUMRINE DYNAMIC34.2K shares-0.60%2026-03-312026-05-14

HMOP HARTFORD FDS EXCHANGE TRADED17.7K shares0.10%2026-03-312026-05-14

IWD ISHARES TR3.2K shares148.45%2026-03-312026-05-14

BUFS FIRST TR EXCHNG TRADED FD VI29.7K shares20.50%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW2.1K shares15.86%2026-03-312026-05-14

KJUL INNOVATOR ETFS TRUST21.1K shares0.00%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V3.4K shares10.16%2026-03-312026-05-14

Sponsored

VLO VALERO ENERGY CORP2.7K shares-0.18%2026-03-312026-05-14

NEAR ISHARES U S ETF TR12.8K shares-2.81%2026-03-312026-05-14

PAVE GLOBAL X FDS12.7K shares-0.15%2026-03-312026-05-14

QCOC FIRST TR EXCHNG TRADED FD VI28.7K shares0.00%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC3.9K shares3113.11%2026-03-312026-05-14

UNP UNION PAC CORP2.6K shares159.22%2026-03-312026-05-14

JHMU JOHN HANCOCK EXCHANGE TRADED24.2K shares12.94%2026-03-312026-05-14

NVS NOVARTIS AG4.1K shares-19.61%2026-03-312026-05-14

Sponsored

SBUX STARBUCKS CORP6.8K shares11.01%2026-03-312026-05-14

XLRE SELECT SECTOR SPDR TR15.0K shares3.08%2026-03-312026-05-14

LCTU BLACKROCK ETF TRUST8.7K shares-8.79%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares-79.26%2026-03-312026-05-14

FTHI FIRST TR EXCHANGE TRADED FD26.4K shares2.64%2026-03-312026-05-14

ICVT ISHARES TR5.9K shares-24.87%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.6K shares-10.60%2026-03-312026-05-14

ZDEK INNOVATOR ETFS TRUST23.5K shares0.00%2026-03-312026-05-14

Sponsored

TDVG T ROWE PRICE ETF INC13.4K shares0.13%2026-03-312026-05-14

NOBL PROSHARES TR5.6K shares2.51%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC1.5K shares1.54%2026-03-312026-05-14

GMAY FIRST TR EXCHNG TRADED FD VI14.4K shares-9.03%2026-03-312026-05-14

IJT ISHARES TR4.0K shares-2.97%2026-03-312026-05-14

VGT VANGUARD WORLD FD821 shares123.71%2026-03-312026-05-14

GUNR FLEXSHARES TR10.4K shares4.14%2026-03-312026-05-14

XSMO INVESCO EXCHANGE TRADED FD T7.5K shares77.19%2026-03-312026-05-14

Sponsored

XJH ISHARES TR12.5K shares14.84%2026-03-312026-05-14

T AT&T INC19.6K shares6.32%2026-03-312026-05-14

SHM SPDR SERIES TRUST11.9K shares11.95%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR18.5K shares936.19%2026-03-312026-05-14

CPSA CALAMOS ETF TR20.9K shares-1.40%2026-03-312026-05-14

VDE VANGUARD WORLD FD3.2K shares8.75%2026-03-312026-05-14

IWY ISHARES TR2.2K shares1211.11%2026-03-312026-05-14

GLD SPDR GOLD TR1.3K shares-13.41%2026-03-312026-05-14

Sponsored

FNDF SCHWAB STRATEGIC TR11.3K shares96.87%2026-03-312026-05-14

FSMD FIDELITY COVINGTON TRUST12.3K shares75.84%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS5.9K shares9.59%2026-03-312026-05-14

ADBE ADOBE INC2.2K shares-0.22%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP600 shares115.05%2026-03-312026-05-14

QWLD SPDR INDEX SHS FDS3.8K shares0.00%2026-03-312026-05-14

JEMA J P MORGAN EXCHANGE TRADED F10.3K shares2197.10%2026-03-312026-05-14

DWX SPDR INDEX SHS FDS11.7K shares0.19%2026-03-312026-05-14

Sponsored

CGMM CAPITAL GROUP EQUITY ETF TR18.2K shares1234.09%2026-03-312026-05-14

BP BP PLC11.3K shares-0.64%2026-03-312026-05-14

APH AMPHENOL CORP4.2K shares1596.37%2026-03-312026-05-14

CPSF CALAMOS ETF TR20.7K shares0.00%2026-03-312026-05-14

AMAT APPLIED MATLS INC1.5K shares45.44%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP4.4K shares244.70%2026-03-312026-05-14

SUB ISHARES TR4.9K shares37.51%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR11.5K shares-55.38%2026-03-312026-05-14

Sponsored

MDLZ MONDELEZ INTL INC8.9K shares-1.84%2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC4.5K shares-21.88%2026-03-312026-05-14

FLCG FEDERATED HERMES ETF TRUST17.1K shares33.77%2026-03-312026-05-14

EJUL INNOVATOR ETFS TRUST16.9K shares0.00%2026-03-312026-05-14

RSMR FIRST TR EXCHNG TRADED FD VI22.5K shares17.70%2026-03-312026-05-14

DGRW WISDOMTREE TR5.7K shares0.20%2026-03-312026-05-14

TXN TEXAS INSTRS INC2.5K shares17.61%2026-03-312026-05-14

GJAN FIRST TR EXCHNG TRADED FD VI11.6K shares-1.74%2026-03-312026-05-14

Sponsored

VGK VANGUARD INTL EQUITY INDEX F5.9K shares15.31%2026-03-312026-05-14

WELL WELLTOWER INC2.5K shares-7.13%2026-03-312026-05-14

KORP AMERICAN CENTY ETF TR10.4K shares176.06%2026-03-312026-05-14

TM TOYOTA MOTOR CORP2.3K shares3063.51%2026-03-312026-05-14

ESGU ISHARES TR3.4K shares0.27%2026-03-312026-05-14

DBMF LITMAN GREGORY FDS TR15.8K shares132.95%2026-03-312026-05-14

CGMS CAPITAL GRP FIXED INCM ETF T17.4K shares93.37%2026-03-312026-05-14

CPRO CALAMOS ETF TR17.4K shares0.00%2026-03-312026-05-14

Sponsored

PAUG INNOVATOR ETFS TRUST11.0K shares0.00%2026-03-312026-05-14

MRNA MODERNA INC9.2K shares0.17%2026-03-312026-05-14

UCON FIRST TR EXCHNG TRADED FD VI18.8K shares-41.22%2026-03-312026-05-14

MSD MORGAN STANLEY EMKT DBT FD I66.2K shares-1.50%2026-03-312026-05-14

CPNQ CALAMOS ETF TR17.5K shares19.18%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR3.1K shares21.59%2026-03-312026-05-14

SYK STRYKER CORPORATION1.4K shares546.73%2026-03-312026-05-14

CMCSA COMCAST CORP NEW15.8K shares-7.31%2026-03-312026-05-14

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC3.9K shares0.31%2026-03-312026-05-14

VICR VICOR CORP2.8K sharesnew addition2026-03-312026-05-14

NRG NRG ENERGY INC3.0K shares34.04%2026-03-312026-05-14

SCHR SCHWAB STRATEGIC TR17.8K shares41.54%2026-03-312026-05-14

FTSL FIRST TR EXCHANGE-TRADED FD9.9K shares1.86%2026-03-312026-05-14

CPRJ CALAMOS ETF TR16.4K shares0.00%2026-03-312026-05-14

TSME THRIVENT ETF TRUST10.6K shares689.85%2026-03-312026-05-14

SUSC ISHARES TR19.0K shares0.36%2026-03-312026-05-14

Sponsored

BBHY J P MORGAN EXCHANGE TRADED F9.6K shares36.51%2026-03-312026-05-14

CGCV CAPITAL GROUP CONSERVATIVE E14.7K shares72.37%2026-03-312026-05-14

SHEL SHELL PLC4.7K shares122.60%2026-03-312026-05-14

MO ALTRIA GROUP INC6.4K shares-3.39%2026-03-312026-05-14

CMI CUMMINS INC776 shares36.38%2026-03-312026-05-14

IGSB ISHARES TR7.9K shares4.20%2026-03-312026-05-14

GOF GUGGENHEIM STRATEGIC OPPORTU37.4K shares4.29%2026-03-312026-05-14

D DOMINION ENERGY INC6.6K shares-0.42%2026-03-312026-05-14

Sponsored

PFE PFIZER INC14.6K shares63.39%2026-03-312026-05-14

CGIC CAPITAL GROUP INTERNATIONAL12.3K shares7.51%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR8.3K shares41.00%2026-03-312026-05-14

VXF VANGUARD INDEX FDS2.0K shares1985.26%2026-03-312026-05-14

DSI ISHARES TR3.3K shares-10.19%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICALS520 shares-0.38%2026-03-312026-05-14

POCT INNOVATOR ETFS TRUST9.3K shares-48.12%2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD6.4K shares27.52%2026-03-312026-05-14

Sponsored

ELD WISDOMTREE TR14.3K sharesnew addition2026-03-312026-05-14

PTY PIMCO CORPORATE & INCOME OPP33.0K shares4.11%2026-03-312026-05-14

BSJU INVESCO EXCH TRD SLF IDX FD15.5K shares272.99%2026-03-312026-05-14

WFC WELLS FARGO & CO5.0K shares335.18%2026-03-312026-05-14

SPYM

SPDR SERIES TRUST

4.16%

Shares4.0M

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

39.46%

Shares3.2M

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

-6.10%

Shares185.9K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

4.37%

Shares1.3M

Event2026-03-31

Filed2026-05-14

SPIB

SPDR SERIES TRUST

47.07%

Shares2.5M

Event2026-03-31

Filed2026-05-14

RWL

INVESCO EXCH TRADED FD TR II

46576.73%

Shares696.0K

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

7.36%

Shares1.6M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

1.67%

Shares1.0M

Event2026-03-31

Filed2026-05-14

TDTF

FLEXSHARES TR

8.65%

Shares3.0M

Event2026-03-31

Filed2026-05-14

FMDE

FIDELITY COVINGTON TRUST

1.98%

Shares1.8M

Event2026-03-31

Filed2026-05-14

DIVI

FRANKLIN TEMPLETON ETF TR

11.41%

Shares1.6M

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

120.74%

Shares760.2K

Event2026-03-31

Filed2026-05-14

SPHY

SPDR SERIES TRUST

1.56%

Shares2.4M

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

35.37%

Shares199.7K

Event2026-03-31

Filed2026-05-14

PVAL

PUTNAM ETF TRUST

421.96%

Shares1.1M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

9.67%

Shares122.6K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-9.68%

Shares285.7K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

8.96%

Shares682.3K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

31.48%

Shares294.5K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

10.85%

Shares459.1K

Event2026-03-31

Filed2026-05-14

FESM

FIDELITY COVINGTON TRUST

3.34%

Shares841.9K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-17.00%

Shares532.1K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-4.23%

Shares35.5K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-1.47%

Shares232.6K

Event2026-03-31

Filed2026-05-14

RTX

RTX CORPORATION

-3.86%

Shares143.8K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

-2.87%

Shares234.1K

Event2026-03-31

Filed2026-05-14

USTB

VICTORY PORTFOLIOS II

-8.19%

Shares516.5K

Event2026-03-31

Filed2026-05-14

CGMU

CAPITAL GRP FIXED INCM ETF T

121.46%

Shares958.5K

Event2026-03-31

Filed2026-05-14

MFSI

MFS ACTIVE EXCHANGE TRADED F

27.96%

Shares864.4K

Event2026-03-31

Filed2026-05-14

RLY

SSGA ACTIVE ETF TR

-1.33%

Shares696.9K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-4.65%

Shares85.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

1.16%

Shares76.3K

Event2026-03-31

Filed2026-05-14

FBCG

FIDELITY COVINGTON TRUST

154.48%

Shares455.8K

Event2026-03-31

Filed2026-05-14

MUNI

PIMCO ETF TR

1.24%

Shares429.4K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-0.66%

Shares226.7K

Event2026-03-31

Filed2026-05-14

JCI

JOHNSON CONTROLS INTERNATION

-4.72%

Shares167.4K

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

1.88%

Shares166.2K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

24.12%

Shares103.2K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

18.54%

Shares462.9K

Event2026-03-31

Filed2026-05-14

GARP

ISHARES TR

108.83%

Shares331.0K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

-2.27%

Shares122.7K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

1.76%

Shares364.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

12.14%

Shares91.9K

Event2026-03-31

Filed2026-05-14

AEP

AMERICANE ELEC PWR CO INC

-1.51%

Shares144.9K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

168.07%

Shares42.8K

Event2026-03-31

Filed2026-05-14

LHX

L3HARRIS TECHNOLOGIES INC

-3.71%

Shares53.9K

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

195.91%

Shares90.0K

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

0.70%

Shares40.1K

Event2026-03-31

Filed2026-05-14

VISA INC

0.35%

Shares56.0K

Event2026-03-31

Filed2026-05-14

PHYL

PGIM ETF TR

38.85%

Shares487.7K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

31.87%

Shares407.4K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

10.15%

Shares112.8K

Event2026-03-31

Filed2026-05-14

SPEM

SPDR INDEX SHS FDS

3.51%

Shares346.4K

Event2026-03-31

Filed2026-05-14

TCAF

T ROWE PRICE ETF INC

16.14%

Shares455.0K

Event2026-03-31

Filed2026-05-14

IGF

ISHARES TR

-0.46%

Shares238.8K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

397.62%

Shares189.3K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

26.54%

Shares222.1K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

0.60%

Shares103.5K

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

6.33%

Shares191.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-5.81%

Shares84.8K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

13.70%

Shares30.8K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.93%

Shares49.6K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

5.30%

Shares50.2K

Event2026-03-31

Filed2026-05-14

CGNG

CAPITAL GROUP NEW GEOGRAPHY

21.37%

Shares441.7K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

1.05%

Shares159.5K

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

1.70%

Shares32.3K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

115.58%

Shares402.5K

Event2026-03-31

Filed2026-05-14

AVUV

AMERICAN CENTY ETF TR

435.92%

Shares116.4K

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-16.54%

Shares143.5K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-10.98%

Shares124.9K

Event2026-03-31

Filed2026-05-14

AMT

AMERICAN TOWER CORP

4.80%

Shares71.9K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

42.79%

Shares166.7K

Event2026-03-31

Filed2026-05-14

BDX

BECTON DICKINSON & CO

12.69%

Shares77.8K

Event2026-03-31

Filed2026-05-14

HYMB

SPDR SERIES TRUST

12.06%

Shares491.7K

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

4.76%

Shares115.9K

Event2026-03-31

Filed2026-05-14

JEPI

J P MORGAN EXCHANGE TRADED F

11.28%

Shares209.1K

Event2026-03-31

Filed2026-05-14

BOND

PIMCO ETF TR

29.22%

Shares127.5K

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

560.18%

Shares436.8K

Event2026-03-31

Filed2026-05-14

SPAB

SPDR SERIES TRUST

31.32%

Shares449.9K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

6.40%

Shares53.5K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

64.51%

Shares92.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

669.74%

Shares35.3K

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

1.65%

Shares113.9K

Event2026-03-31

Filed2026-05-14

DHI

D R HORTON INC

-20.75%

Shares79.4K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

435.24%

Shares107.6K

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

16.79%

Shares125.2K

Event2026-03-31

Filed2026-05-14

TSPA

T ROWE PRICE ETF INC

10.35%

Shares248.7K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.90%

Shares30.0K

Event2026-03-31

Filed2026-05-14

JMUB

J P MORGAN EXCHANGE TRADED F

8.63%

Shares199.7K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

9.62%

Shares48.0K

Event2026-03-31

Filed2026-05-14

ZTS

ZOETIS INC

0.91%

Shares82.8K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

-72.16%

Shares30.3K

Event2026-03-31

Filed2026-05-14

VYM

VANGUARD WHITEHALL FDS

0.37%

Shares64.2K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

53.87%

Shares139.8K

Event2026-03-31

Filed2026-05-14

MERCK & CO INC

0.31%

Shares74.0K

Event2026-03-31

Filed2026-05-14

JAVA

J P MORGAN EXCHANGE TRADED F

6.42%

Shares123.8K

Event2026-03-31

Filed2026-05-14

DFAS

DIMENSIONAL ETF TRUST

9.40%

Shares123.1K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

564.31%

Shares33.9K

Event2026-03-31

Filed2026-05-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

10.16%

Shares261.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-2.97%

Shares30.1K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

23.74%

Shares34.0K

Event2026-03-31

Filed2026-05-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

-4.25%

Shares279.2K

Event2026-03-31

Filed2026-05-14

DFIS

DIMENSIONAL ETF TRUST

16.64%

Shares241.9K

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

-5.01%

Shares49.7K

Event2026-03-31

Filed2026-05-14

SPTM

SPDR SERIES TRUST

-0.68%

Shares98.8K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

14.03%

Shares24.7K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

-16.42%

Shares87.3K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

4106.19%

Shares72.0K

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-3.04%

Shares13.5K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

28.36%

Shares68.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-7.99%

Shares33.1K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

1151.34%

Shares277.3K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

-14.69%

Shares122.4K

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

1.30%

Shares110.5K

Event2026-03-31

Filed2026-05-14

MRSK

NORTHERN LIGHTS FD TR

0.09%

Shares173.2K

Event2026-03-31

Filed2026-05-14

SPDW

SPDR INDEX SHS FDS

3.74%

Shares132.9K

Event2026-03-31

Filed2026-05-14

TXUE

THORNBURG ETF TR

27.35%

Shares188.4K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-5.62%

Shares6.1K

Event2026-03-31

Filed2026-05-14