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The Analysis of Cascade Financial Partners, LLC's Holdings & P&L

Currently, Cascade Financial Partners, LLC holds 263 types of securities in its portfolio with a total value $970.2M. In the most recent quarter, they have increased their positions in TIP (+134.3K shares, valued at $14.8M), TLH (+126.0K shares, valued at $12.7M), MBB (+97.7K shares, valued at $9.3M); decreased their positions in TSLA (-188.0K shares, valued at $69.9M), STIP (-103.8K shares, valued at $10.7M), SHY (-64.0K shares, valued at $5.3M); initiated new positions in TLH (+126.0K shares, valued at $12.7M), MBB (+97.7K shares, valued at $9.3M), SPIB (+201.9K shares, valued at $6.8M).

1M P&L

+68.7M+7.03%

3M P&L

-48.1M-4.40%

HY P&L

-30.0M-2.79%

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/A506.5M

54.1%

2Drug Manufacturers - General222.4M

23.7%

3Consumer Electronics48.2M

5.1%

Top Industries by Stock Count

1N/A139 stocks

57.2%

2Drug Manufacturers - General7 stocks

2.9%

3Semiconductors7 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

LLY ELI LILLY & CO236.7K shares0.03%2026-03-312026-05-12

AAPL APPLE INC189.8K shares-1.80%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS613.0K shares0.08%2026-03-312026-05-12

IVV ISHARES TR45.6K shares-0.15%2026-03-312026-05-12

PEP PEPSICO INC131.6K shares-3.63%2026-03-312026-05-12

DOL WISDOMTREE TR269.6K shares11.04%2026-03-312026-05-12

NVDA NVIDIA CORPORATION93.3K shares3.81%2026-03-312026-05-12

IEMG ISHARES INC233.1K shares-4.24%2026-03-312026-05-12

Sponsored

TIP ISHARES TR137.5K shares4155.99%2026-03-312026-05-12

ISHG ISHARES TR200.5K shares44.91%2026-03-312026-05-12

AMZN AMAZON COM INC69.9K shares-0.07%2026-03-312026-05-12

RVTY REVVITY INC162.7K shares0.00%2026-03-312026-05-12

SPMD SPDR SERIES TRUST237.9K shares4.19%2026-03-312026-05-12

MGK VANGUARD WORLD FD36.6K shares-1.76%2026-03-312026-05-12

IEI ISHARES TR111.6K shares67.05%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS289.6K shares0.62%2026-03-312026-05-12

Sponsored

TLH ISHARES TR126.0K sharesnew addition2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS248.6K shares5.84%2026-03-312026-05-12

VTI VANGUARD INDEX FDS35.6K shares-18.31%2026-03-312026-05-12

MBB ISHARES TR97.7K sharesnew addition2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS42.0K shares-1.39%2026-03-312026-05-12

SHYG ISHARES TR207.4K shares33.93%2026-03-312026-05-12

DGS WISDOMTREE TR144.1K shares5.08%2026-03-312026-05-12

MSFT MICROSOFT CORP23.1K shares4.17%2026-03-312026-05-12

Sponsored

PAVE GLOBAL X FDS156.8K shares2.82%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.4K shares-2.51%2026-03-312026-05-12

SHY ISHARES TR93.9K shares-40.55%2026-03-312026-05-12

TSLA TESLA INC20.0K shares-90.37%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS48.6K shares-1.67%2026-03-312026-05-12

VO VANGUARD INDEX FDS23.7K shares1.71%2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR61.5K shares16.57%2026-03-312026-05-12

SPIB SPDR SERIES TRUST201.9K sharesnew addition2026-03-312026-05-12

Sponsored

AVES AMERICAN CENTY ETF TR108.7K shares24.31%2026-03-312026-05-12

BNL BROADSTONE NET LEASE INC356.7K shares-1.31%2026-03-312026-05-12

DEM WISDOMTREE TR127.3K shares0.69%2026-03-312026-05-12

VV VANGUARD INDEX FDS20.9K shares-0.33%2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD55.6K shares-1.76%2026-03-312026-05-12

DGRO ISHARES TR81.9K shares0.18%2026-03-312026-05-12

DES WISDOMTREE TR159.8K shares-1.06%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS108.4K shares-1.64%2026-03-312026-05-12

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC15.9K shares-0.31%2026-03-312026-05-12

EFA ISHARES TR55.1K shares12.32%2026-03-312026-05-12

SUB ISHARES TR49.0K shares24.60%2026-03-312026-05-12

SCZ ISHARES TR66.5K shares6.20%2026-03-312026-05-12

ALPHABET INC ALPHABET INC17.9K shares0.39%2026-03-312026-05-12

MLPA GLOBAL X FDS94.9K shares-4.30%2026-03-312026-05-12

META META PLATFORMS INC8.9K shares0.20%2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR62.6K shares19.33%2026-03-312026-05-12

Sponsored

MUB ISHARES TR47.2K shares34.75%2026-03-312026-05-12

REGL PROSHARES TR56.5K shares3.15%2026-03-312026-05-12

ALPHABET INC ALPHABET INC16.6K shares-2.25%2026-03-312026-05-12

IDEV ISHARES TR55.4K shares-1.22%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR46.0K shares14.36%2026-03-312026-05-12

VFH VANGUARD WORLD FD37.9K shares-7.36%2026-03-312026-05-12

DON WISDOMTREE TR86.0K shares-0.87%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC11.5K shares0.11%2026-03-312026-05-12

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST56.4K shares-0.16%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR117.0K shares-1.25%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T5.3K shares12.31%2026-03-312026-05-12

IDV ISHARES TR80.8K shares25.36%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR5.9K shares0.10%2026-03-312026-05-12

VOE VANGUARD INDEX FDS17.2K shares-1.52%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS34.9K shares1.53%2026-03-312026-05-12

Sponsored

NYF ISHARES TR57.7K shares-0.82%2026-03-312026-05-12

ALPS ETF TR ALPS ETF TR52.5K shares0.89%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR31.6K shares-4.72%2026-03-312026-05-12

EWX SPDR INDEX SHS FDS40.4K shares20.73%2026-03-312026-05-12

ESGU ISHARES TR18.5K shares0.00%2026-03-312026-05-12

ITOT ISHARES TR17.9K shares0.01%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F44.5K shares19.60%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP19.7K shares0.00%2026-03-312026-05-12

Sponsored

ITW ILLINOIS TOOL WKS INC8.6K shares-3.88%2026-03-312026-05-12

IWF ISHARES TR5.2K shares0.00%2026-03-312026-05-12

DVY ISHARES TR14.7K shares-3.38%2026-03-312026-05-12

SPYM SPDR SERIES TRUST28.4K shares10.26%2026-03-312026-05-12

IEFA ISHARES TR24.0K shares-0.13%2026-03-312026-05-12

GLD SPDR GOLD TR4.9K shares0.41%2026-03-312026-05-12

DGRW WISDOMTREE TR23.8K shares-8.76%2026-03-312026-05-12

DFAT DIMENSIONAL ETF TRUST32.6K shares-0.14%2026-03-312026-05-12

Sponsored

VCIT VANGUARD SCOTTSDALE FDS24.5K shares-19.18%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION2.0K shares0.95%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON8.1K shares-1.98%2026-03-312026-05-12

MOAT VANECK ETF TRUST19.5K shares0.00%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR87.0K shares-0.68%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L47.5K shares7.28%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC14.7K shares-0.48%2026-03-312026-05-12

NEE NEXTERA ENERGY INC18.1K shares-6.61%2026-03-312026-05-12

Sponsored

IBM INTERNATIONAL BUSINESS MACHS6.8K shares1.76%2026-03-312026-05-12

STAG STAG INDUSTRIAL INC45.5K shares10.19%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7K shares-3.97%2026-03-312026-05-12

VB VANGUARD INDEX FDS5.9K shares0.75%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW8.3K shares6.43%2026-03-312026-05-12

TM TOYOTA MOTOR CORP7.4K shares0.00%2026-03-312026-05-12

TXN TEXAS INSTRS INC7.6K shares-1.51%2026-03-312026-05-12

DLN WISDOMTREE TR16.2K shares0.00%2026-03-312026-05-12

Sponsored

SPSB SPDR SERIES TRUST47.3K shares-75.65%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC6.9K shares8.07%2026-03-312026-05-12

ET ENERGY TRANSFER L P72.1K shares16.73%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR15.5K shares0.00%2026-03-312026-05-12

AFL AFLAC INC11.9K shares-1.65%2026-03-312026-05-12

BROADCOM INC BROADCOM INC4.2K shares2.08%2026-03-312026-05-12

IYF ISHARES TR11.0K shares119.90%2026-03-312026-05-12

O REALTY INCOME CORP21.0K shares3.54%2026-03-312026-05-12

Sponsored

VXF VANGUARD INDEX FDS6.2K shares-0.90%2026-03-312026-05-12

EQR EQUITY RESIDENTIAL21.3K shares29.19%2026-03-312026-05-12

IFRA ISHARES TR21.6K shares33.42%2026-03-312026-05-12

MO ALTRIA GROUP INC18.0K shares-2.55%2026-03-312026-05-12

MA MASTERCARD INCORPORATED2.4K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO4.0K shares-1.49%2026-03-312026-05-12

ESGD ISHARES TR11.8K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.11.5K shares41.63%2026-03-312026-05-12

Sponsored

SCHM SCHWAB STRATEGIC TR35.2K shares11.57%2026-03-312026-05-12

CSX CSX CORP26.3K shares-4.61%2026-03-312026-05-12

SHYD VANECK ETF TRUST46.7K shares-2.38%2026-03-312026-05-12

SHLD GLOBAL X FDS14.8K shares8.61%2026-03-312026-05-12

ESML ISHARES TR22.0K shares0.00%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC7.0K shares5.41%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.3K shares-5.55%2026-03-312026-05-12

MPLX MPLX LP17.6K shares7.80%2026-03-312026-05-12

Sponsored

STIP ISHARES TR9.7K shares-91.45%2026-03-312026-05-12

RTX RTX CORPORATION5.1K shares-0.87%2026-03-312026-05-12

HD HOME DEPOT INC2.9K shares-4.14%2026-03-312026-05-12

PPA INVESCO EXCHANGE TRADED FD T5.7K shares-0.35%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR37.3K shares-1.28%2026-03-312026-05-12

NUEM NUSHARES ETF TR25.0K shares0.00%2026-03-312026-05-12

DVYE ISHARES INC26.6K shares9.96%2026-03-312026-05-12

IWN ISHARES TR4.7K shares-0.17%2026-03-312026-05-12

Sponsored

XOM EXXON MOBIL CORP5.2K shares51.06%2026-03-312026-05-12

PSCT INVESCO EXCH TRADED FD TR II14.2K shares-1.39%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR32.3K shares6.00%2026-03-312026-05-12

IWM ISHARES TR3.2K shares2.71%2026-03-312026-05-12

SMDV PROSHARES TR11.6K shares-0.73%2026-03-312026-05-12

SDY SPDR SERIES TRUST5.4K shares1.39%2026-03-312026-05-12

CSCO CISCO SYS INC10.0K shares-0.65%2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC4.4K shares-1.18%2026-03-312026-05-12

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F13.2K shares4.77%2026-03-312026-05-12

PFE PFIZER INC26.5K shares1.45%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR9.0K shares0.00%2026-03-312026-05-12

EEM ISHARES TR13.0K shares0.00%2026-03-312026-05-12

MCD MCDONALDS CORP2.3K shares-25.23%2026-03-312026-05-12

IWD ISHARES TR3.4K shares0.00%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 401.2K shares0.00%2026-03-312026-05-12

NVS NOVARTIS AG4.7K shares-2.07%2026-03-312026-05-12

Sponsored

TPL TEXAS PACIFIC LAND CORPORATI1.5K shares0.00%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC2.0K shares0.00%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR14.3K shares42.15%2026-03-312026-05-12

UNP UNION PAC CORP2.8K shares-4.25%2026-03-312026-05-12

T AT&T INC23.7K shares0.00%2026-03-312026-05-12

GDX VANECK ETF TRUST7.3K shares1.85%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR16.3K shares6.36%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS8.7K shares-64.93%2026-03-312026-05-12

Sponsored

AIQ GLOBAL X FDS13.7K shares-85.24%2026-03-312026-05-12

IUSV ISHARES TR6.2K shares0.00%2026-03-312026-05-12

VYMI VANGUARD WHITEHALL FDS6.6K shares0.00%2026-03-312026-05-12

MORT VANECK ETF TRUST57.9K shares1.62%2026-03-312026-05-12

PAA PLAINS ALL AMERN PIPELINE L25.7K shares32.98%2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.3K shares0.47%2026-03-312026-05-12

ETFS GOLD TR ETFS GOLD TR12.4K shares0.00%2026-03-312026-05-12

CVX CHEVRON CORPORATION2.6K shares24.76%2026-03-312026-05-12

Sponsored

BAC BANK AMERICA CORP11.1K shares0.00%2026-03-312026-05-12

ABBV ABBVIE INC2.5K shares-0.40%2026-03-312026-05-12

FBTC FIDELITY WISE ORIGIN BITCOIN9.1K shares55.95%2026-03-312026-05-12

VBR VANGUARD INDEX FDS2.4K shares-0.29%2026-03-312026-05-12

CR CRANE COMPANY2.9K shares0.00%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP827 shares-10.79%2026-03-312026-05-12

V VISA INC1.6K shares0.00%2026-03-312026-05-12

FLOT ISHARES TR9.5K shares-73.42%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC647 shares-12.21%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR15.6K shares47.85%2026-03-312026-05-12

AGG ISHARES TR4.6K shares-56.80%2026-03-312026-05-12

WFC WELLS FARGO & CO5.7K shares0.00%2026-03-312026-05-12

IJR ISHARES TR3.6K shares-5.53%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC1.7K shares-18.50%2026-03-312026-05-12

KO COCA COLA CO5.9K shares-2.49%2026-03-312026-05-12

PH PARKER-HANNIFIN CORP498 shares0.00%2026-03-312026-05-12

Sponsored

AMGN AMGEN INC1.3K shares-4.68%2026-03-312026-05-12

PSCH INVESCO EXCH TRADED FD TR II10.7K shares-1.38%2026-03-312026-05-12

EPI WISDOMTREE TR10.7K shares-24.01%2026-03-312026-05-12

PGX INVESCO EXCH TRADED FD TR II38.5K shares0.00%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares-1.65%2026-03-312026-05-12

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-05-12

UMI USCF ETF TR6.9K shares0.00%2026-03-312026-05-12

EEMS ISHARES INC5.8K shares0.00%2026-03-312026-05-12

Sponsored

SCHD SCHWAB STRATEGIC TR12.6K shares-5.47%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC1.1K shares-1.76%2026-03-312026-05-12

EMR EMERSON ELEC CO2.9K shares-4.19%2026-03-312026-05-12

WES WESTERN MIDSTREAM PARTNERS L8.9K shares4.57%2026-03-312026-05-12

DFEM DIMENSIONAL ETF TRUST10.5K shares0.00%2026-03-312026-05-12

IWS ISHARES TR2.5K shares-1.54%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC7.1K shares0.00%2026-03-312026-05-12

SHM SPDR SERIES TRUST7.4K shares-5.42%2026-03-312026-05-12

Sponsored

SPYV SPDR SERIES TRUST6.2K sharesnew addition2026-03-312026-05-12

NOW SERVICENOW INC3.3K sharesnew addition2026-03-312026-05-12

LINDE PLC LINDE PLC689 shares0.00%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC2.1K shares-9.38%2026-03-312026-05-12

ORCL ORACLE CORP2.3K shares-13.38%2026-03-312026-05-12

IWP ISHARES TR2.6K shares-2.71%2026-03-312026-05-12

CSQ CALAMOS STRATEGIC TOTAL RETU18.7K sharesnew addition2026-03-312026-05-12

IJH ISHARES TR4.7K shares0.00%2026-03-312026-05-12

Sponsored

PG PROCTER & GAMBLE CO2.2K shares-65.60%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-05-12

AVIV AMERICAN CENTY ETF TR4.2K sharesnew addition2026-03-312026-05-12

KRE SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-05-12

REM ISHARES TR14.4K shares0.00%2026-03-312026-05-12

HASI HA SUSTAINABLE INFRA CAP INC8.4K shares0.00%2026-03-312026-05-12

CNQ CANADIAN NAT RES LTD MED TER6.3K sharesnew addition2026-03-312026-05-12

BA BOEING CO1.5K shares0.33%2026-03-312026-05-12

Sponsored

DIM WISDOMTREE TR3.6K shares0.00%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC308 shares-6.10%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC3.2K shares0.00%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC5.1K shares0.00%2026-03-312026-05-12

INTC INTEL CORP6.6K shares3.74%2026-03-312026-05-12

IAGG ISHARES TR5.8K shares-8.12%2026-03-312026-05-12

JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares34.05%2026-03-312026-05-12

ONEY SPDR SERIES TRUST2.4K shares0.00%2026-03-312026-05-12

Sponsored

DGRS WISDOMTREE TR5.4K shares0.00%2026-03-312026-05-12

YUM YUM BRANDS INC1.8K shares0.00%2026-03-312026-05-12

BKLN INVESCO EXCH TRADED FD TR II13.4K shares0.00%2026-03-312026-05-12

QCOM QUALCOMM INC2.1K shares40.60%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP759 shares0.00%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO3.1K shares-19.31%2026-03-312026-05-12

TFC TRUIST FINL CORP5.6K shares0.00%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF6.7K shares10.55%2026-03-312026-05-12

Sponsored

EMXC ISHARES INC3.3K shares0.00%2026-03-312026-05-12

GEV GE VERNOVA INC291 sharesnew addition2026-03-312026-05-12

VGT VANGUARD WORLD FD363 shares-14.99%2026-03-312026-05-12

SPYD SPDR SERIES TRUST5.5K sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC696 shares0.00%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP864 shares0.00%2026-03-312026-05-12

AMP AMERIPRISE FINL INC553 shares0.00%2026-03-312026-05-12

TJX TJX COS INC NEW1.5K shares0.00%2026-03-312026-05-12

Sponsored

VRT VERTIV HOLDINGS CO971 sharesnew addition2026-03-312026-05-12

HDV ISHARES TR1.8K shares0.00%2026-03-312026-05-12

HESM HESS MIDSTREAM LP6.2K sharesnew addition2026-03-312026-05-12

BIZD VANECK ETF TRUST18.8K shares6.97%2026-03-312026-05-12

GILD GILEAD SCIENCES INC1.7K shares0.00%2026-03-312026-05-12

PZT INVESCO EXCH TRADED FD TR II10.3K shares0.00%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC490 shares0.00%2026-03-312026-05-12

HTGC HERCULES CAPITAL INC15.3K shares0.00%2026-03-312026-05-12

Sponsored

SYK STRYKER CORPORATION672 shares0.00%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC1.9K shares0.00%2026-03-312026-05-12

COIN COINBASE GLOBAL INC1.3K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC1.3K shares-6.79%2026-03-312026-05-12

ASTRAZENECA PLC ASTRAZENECA PLC1.1K sharesnew addition2026-03-312026-05-12

OKE ONEOK INC NEW2.4K shares-47.42%2026-03-312026-05-12

SPGI S&P GLOBAL INC507 shares0.00%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-05-12

Sponsored

SLV ISHARES SILVER TR3.1K sharesnew addition2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC246 shares0.00%2026-03-312026-05-12

LOW LOWES COS INC872 shares-0.80%2026-03-312026-05-12

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-05-12

ILMN ILLUMINA INC1.7K shares0.00%2026-03-312026-05-12

PFF ISHARES TR6.6K sharesnew addition2026-03-312026-05-12

EBAY EBAY INC.2.2K shares-19.63%2026-03-312026-05-12

FPE FIRST TR EXCH TRADED FD III11.1K shares0.00%2026-03-312026-05-12

Sponsored

EXK ENDEAVOUR SILVER CORP14.7K shares7.30%2026-03-312026-05-12

BOF BRANCHOUT FOOD INC25.0K shares0.00%2026-03-312026-05-12

OPK OPKO HEALTH INC66.5K shares0.00%2026-03-312026-05-12

JQC NUVEEN CR STRATEGIES INCOME10.3K sharesnew addition2026-03-312026-05-12

RC READY CAPITAL CORP24.5K shares-45.18%2026-03-312026-05-12

PLX PROTALIX BIOTHERAPEUTICS INC12.0K shares0.00%2026-03-312026-05-12

FIBROBIOLOGICS INC FIBROBIOLOGICS INC16.4K sharesnew addition2026-03-312026-05-12

LLY

ELI LILLY & CO

0.03%

Shares236.7K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-1.80%

Shares189.8K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

0.08%

Shares613.0K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-0.15%

Shares45.6K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

-3.63%

Shares131.6K

Event2026-03-31

Filed2026-05-12

DOL

WISDOMTREE TR

11.04%

Shares269.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

3.81%

Shares93.3K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

-4.24%

Shares233.1K

Event2026-03-31

Filed2026-05-12

TIP

ISHARES TR

4155.99%

Shares137.5K

Event2026-03-31

Filed2026-05-12

ISHG

ISHARES TR

44.91%

Shares200.5K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.07%

Shares69.9K

Event2026-03-31

Filed2026-05-12

RVTY

REVVITY INC

0.00%

Shares162.7K

Event2026-03-31

Filed2026-05-12

SPMD

SPDR SERIES TRUST

4.19%

Shares237.9K

Event2026-03-31

Filed2026-05-12

MGK

VANGUARD WORLD FD

-1.76%

Shares36.6K

Event2026-03-31

Filed2026-05-12

IEI

ISHARES TR

67.05%

Shares111.6K

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

0.62%

Shares289.6K

Event2026-03-31

Filed2026-05-12

TLH

ISHARES TR

New

Shares126.0K

Event2026-03-31

Filed2026-05-12

SPEM

SPDR INDEX SHS FDS

5.84%

Shares248.6K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-18.31%

Shares35.6K

Event2026-03-31

Filed2026-05-12

MBB

ISHARES TR

New

Shares97.7K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

-1.39%

Shares42.0K

Event2026-03-31

Filed2026-05-12

SHYG

ISHARES TR

33.93%

Shares207.4K

Event2026-03-31

Filed2026-05-12

DGS

WISDOMTREE TR

5.08%

Shares144.1K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

4.17%

Shares23.1K

Event2026-03-31

Filed2026-05-12

PAVE

GLOBAL X FDS

2.82%

Shares156.8K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-2.51%

Shares16.4K

Event2026-03-31

Filed2026-05-12

SHY

ISHARES TR

-40.55%

Shares93.9K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-90.37%

Shares20.0K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

-1.67%

Shares48.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

1.71%

Shares23.7K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

16.57%

Shares61.5K

Event2026-03-31

Filed2026-05-12

SPIB

SPDR SERIES TRUST

New

Shares201.9K

Event2026-03-31

Filed2026-05-12

AVES

AMERICAN CENTY ETF TR

24.31%

Shares108.7K

Event2026-03-31

Filed2026-05-12

BNL

BROADSTONE NET LEASE INC

-1.31%

Shares356.7K

Event2026-03-31

Filed2026-05-12

DEM

WISDOMTREE TR

0.69%

Shares127.3K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-0.33%

Shares20.9K

Event2026-03-31

Filed2026-05-12

AIRR

FIRST TR EXCHANGE TRADED FD

-1.76%

Shares55.6K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

0.18%

Shares81.9K

Event2026-03-31

Filed2026-05-12

DES

WISDOMTREE TR

-1.06%

Shares159.8K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-1.64%

Shares108.4K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.31%

Shares15.9K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

12.32%

Shares55.1K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES TR

24.60%

Shares49.0K

Event2026-03-31

Filed2026-05-12

SCZ

ISHARES TR

6.20%

Shares66.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.39%

Shares17.9K

Event2026-03-31

Filed2026-05-12

MLPA

GLOBAL X FDS

-4.30%

Shares94.9K

Event2026-03-31

Filed2026-05-12