Sponsored

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

Currently, Castleview Partners, LLC holds 200 types of securities in its portfolio with a total value $195.1M. In the most recent quarter, they have increased their positions in SIVR (+22.8K shares, valued at $1.6M), N/A (+16.8K shares, valued at $1.6M), VBIL (+19.5K shares, valued at $1.5M); decreased their positions in MBSF (-113.8K shares, valued at $2.9M), COP (-16.2K shares, valued at $2.1M), JPST (-35.8K shares, valued at $1.8M); initiated new positions in SIVR (+22.8K shares, valued at $1.6M), UYLD (+18.6K shares, valued at $946.8K), N/A (+40.4K shares, valued at $822.4K).

1M P&L

+600.0K+0.33%

3M P&L

-2.5M-1.38%

HY P&L

+6.1M+3.45%

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/A95.9M

53.4%

2Drug Manufacturers - General9.8M

5.4%

3Oil & Gas E&P7.5M

4.2%

Top Industries by Stock Count

1N/A69 stocks

38.8%

2Drug Manufacturers - General6 stocks

3.4%

3Asset Management4 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MBSF VALUED ADVISERS TR987.3K shares-10.34%2026-03-312026-05-01

MBSX ADVISOR MANAGED PORTFOLIOS299.7K shares2.71%2026-03-312026-05-01

COP CONOCOPHILLIPS49.4K shares-24.68%2026-03-312026-05-01

AAPL APPLE INC25.4K shares4.50%2026-03-312026-05-01

TSLA TESLA INC13.2K shares33.91%2026-03-312026-05-01

LST MANAGED PORTFOLIO SERIES119.4K shares5.67%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO74.0K shares-13.51%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T6.4K shares1.66%2026-03-312026-05-01

Sponsored

ARP ADVISORS INNER CIRCLE FD II118.2K shares0.87%2026-03-312026-05-01

HD HOME DEPOT INC11.1K shares-21.86%2026-03-312026-05-01

KKR & CO INC KKR & CO INC36.8K shares84.51%2026-03-312026-05-01

RAAX VANECK ETF TRUST77.6K shares3.96%2026-03-312026-05-01

FDVV FIDELITY COVINGTON TRUST53.9K shares-12.47%2026-03-312026-05-01

AMGN AMGEN INC7.9K shares-37.73%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC10.0K shares10.78%2026-03-312026-05-01

FELG FIDELITY COVINGTON TRUST66.8K shares14.66%2026-03-312026-05-01

Sponsored

JPST J P MORGAN EXCHANGE TRADED F46.5K shares-43.51%2026-03-312026-05-01

FSCO FS CREDIT OPPORTUNITIES CORP431.9K shares47.30%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS3.6K shares16.63%2026-03-312026-05-01

XOM EXXON MOBIL CORP11.5K shares48.71%2026-03-312026-05-01

OUNZ VANECK MERK GOLD ETF39.3K shares8.20%2026-03-312026-05-01

VBIL VANGUARD INSTL INDEX FD23.0K shares554.02%2026-03-312026-05-01

NVDA NVIDIA CORPORATION9.9K shares2.38%2026-03-312026-05-01

SPYD SPDR SERIES TRUST36.6K shares-26.08%2026-03-312026-05-01

Sponsored

SIVR ABRDN SILVER ETF TRUST22.8K sharesnew addition2026-03-312026-05-01

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN71.0K shares58.84%2026-03-312026-05-01

MSFT MICROSOFT CORP4.0K shares-10.90%2026-03-312026-05-01

ELV ELEVANCE HEALTH INC FORMERLY5.1K shares-6.47%2026-03-312026-05-01

IAUX I-80 GOLD CORP956.5K shares17.42%2026-03-312026-05-01

DOCT FIRST TR EXCHNG TRADED FD VI32.8K shares-0.58%2026-03-312026-05-01

QLD PROSHARES TR21.7K shares-23.75%2026-03-312026-05-01

ACI ALBERTSONS COS INC76.9K shares7.85%2026-03-312026-05-01

Sponsored

MAIN MAIN STR CAP CORP23.7K shares0.00%2026-03-312026-05-01

AMZN AMAZON COM INC5.9K shares-25.77%2026-03-312026-05-01

DNOV FIRST TR EXCHNG TRADED FD VI25.5K shares-1.29%2026-03-312026-05-01

BIL SPDR SERIES TRUST12.7K shares-6.23%2026-03-312026-05-01

BROADCOM INC BROADCOM INC3.7K shares-2.43%2026-03-312026-05-01

ALPHABET INC ALPHABET INC4.0K shares-8.16%2026-03-312026-05-01

PIT VANECK ETF TRUST15.4K shares-11.27%2026-03-312026-05-01

BUFR FIRST TR EXCHNG TRADED FD VI32.7K shares88.13%2026-03-312026-05-01

Sponsored

V VISA INC3.6K shares-8.13%2026-03-312026-05-01

MA MASTERCARD INCORPORATED2.1K shares-10.47%2026-03-312026-05-01

IWF ISHARES TR2.4K shares0.00%2026-03-312026-05-01

CVX CHEVRON CORPORATION4.7K shares13.88%2026-03-312026-05-01

CLOI VANECK ETF TRUST18.2K shares22.24%2026-03-312026-05-01

UYLD ANGEL OAK FUNDS TRUST18.6K sharesnew addition2026-03-312026-05-01

WMT WALMART INC7.3K shares-4.40%2026-03-312026-05-01

AZO AUTOZONE INC269 shares-5.61%2026-03-312026-05-01

Sponsored

PG PROCTER & GAMBLE CO6.2K shares9.18%2026-03-312026-05-01

SFLR INNOVATOR ETFS TRUST25.0K shares-2.49%2026-03-312026-05-01

XIMR FIRST TR EXCHNG TRADED FD VI27.4K shares8.62%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC5.0K shares2.42%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO2.8K shares13.41%2026-03-312026-05-01

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD40.4K sharesnew addition2026-03-312026-05-01

T AT&T INC27.6K shares-0.20%2026-03-312026-05-01

FENY FIDELITY COVINGTON TRUST22.2K shares4.23%2026-03-312026-05-01

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP30.7K shares-16.56%2026-03-312026-05-01

ABEQ UNIFIED SER TR19.7K shares2.11%2026-03-312026-05-01

JQC NUVEEN CR STRATEGIES INCOME151.2K shares-63.33%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares5.80%2026-03-312026-05-01

SPYV SPDR SERIES TRUST12.7K shares4.41%2026-03-312026-05-01

EPD ENTERPRISE PRODS PARTNERS L19.0K shares-1.84%2026-03-312026-05-01

GILD GILEAD SCIENCES INC5.1K shares2.24%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON2.9K shares7.49%2026-03-312026-05-01

Sponsored

CLOB VANECK ETF TRUST14.2K shares-52.25%2026-03-312026-05-01

ORCL ORACLE CORP4.8K shares-22.21%2026-03-312026-05-01

GLD SPDR GOLD TR1.6K shares5.66%2026-03-312026-05-01

PGR PROGRESSIVE CORP3.4K shares-3.39%2026-03-312026-05-01

LLY ELI LILLY & CO695 shares-13.34%2026-03-312026-05-01

VUG VANGUARD INDEX FDS1.4K shares-0.41%2026-03-312026-05-01

BUFD FIRST TR EXCHNG TRADED FD VI21.5K shares5.61%2026-03-312026-05-01

ROST ROSS STORES INC2.8K shares-30.59%2026-03-312026-05-01

Sponsored

DFEB FIRST TR EXCHNG TRADED FD VI12.2K shares65.22%2026-03-312026-05-01

SILA SILA REALTY TRUST INC23.9K shares-7.33%2026-03-312026-05-01

LYB LYONDELLBASELL INDUSTRIES NV7.0K shares34.91%2026-03-312026-05-01

MS MORGAN STANLEY3.4K shares7.92%2026-03-312026-05-01

GDX VANECK ETF TRUST6.0K shares-36.04%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC5.8K shares-4.93%2026-03-312026-05-01

IVV ISHARES TR805 shares-7.47%2026-03-312026-05-01

KO COCA COLA CO6.9K shares16.84%2026-03-312026-05-01

Sponsored

PAVE GLOBAL X FDS10.3K shares-13.41%2026-03-312026-05-01

FMAR FIRST TR EXCHNG TRADED FD VI10.6K shares0.00%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC1.5K shares-4.18%2026-03-312026-05-01

QFLR INNOVATOR ETFS TRUST15.3K shares-7.90%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.6K shares33.30%2026-03-312026-05-01

SPEU SPDR INDEX SHS FDS9.9K shares8.81%2026-03-312026-05-01

NOW SERVICENOW INC4.9K shares57.75%2026-03-312026-05-01

ALPS ETF TR ALPS ETF TR9.5K shares26.18%2026-03-312026-05-01

Sponsored

CMI CUMMINS INC929 shares-32.14%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.8K shares18.08%2026-03-312026-05-01

DX DYNEX CAP INC39.0K shares25.81%2026-03-312026-05-01

LNG CHENIERE ENERGY INC1.7K shares15.03%2026-03-312026-05-01

META META PLATFORMS INC863 shares37.42%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC574 shares3.42%2026-03-312026-05-01

NVR NVR INC73 shares-1.35%2026-03-312026-05-01

CIBR FIRST TR EXCHANGE-TRADED FD7.5K shares4.79%2026-03-312026-05-01

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD6.9K shares2.82%2026-03-312026-05-01

SHOP SHOPIFY INC4.0K shares-4.33%2026-03-312026-05-01

FBCG FIDELITY COVINGTON TRUST9.3K shares58.81%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS1.9K shares13.60%2026-03-312026-05-01

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC6.5K shares19.44%2026-03-312026-05-01

SHY ISHARES TR5.6K shares-13.31%2026-03-312026-05-01

PFE PFIZER INC16.3K shares20.50%2026-03-312026-05-01

ACGL ARCH CAP GROUP LTD4.7K shares-3.70%2026-03-312026-05-01

Sponsored

EINC VANECK ETF TRUST3.8K shares-25.34%2026-03-312026-05-01

ADM ARCHER DANIELS MIDLAND CO6.0K shares17.98%2026-03-312026-05-01

EPM EVOLUTION PETE CORP95.3K shares21.71%2026-03-312026-05-01

TFC TRUIST FINL CORP9.4K shares-4.13%2026-03-312026-05-01

EXPD EXPEDITORS INTL WASH INC3.0K shares-5.92%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC8.3K shares-8.86%2026-03-312026-05-01

AHR AMERICAN HEALTHCARE REIT INC8.7K shares-38.33%2026-03-312026-05-01

ETFS GOLD TR ETFS GOLD TR9.1K shares-35.27%2026-03-312026-05-01

Sponsored

XLE SELECT SECTOR SPDR TR6.6K shares-29.56%2026-03-312026-05-01

TQQQ PROSHARES TR9.7K shares-18.44%2026-03-312026-05-01

SPYM SPDR SERIES TRUST5.1K shares61.35%2026-03-312026-05-01

AMCOR PLC AMCOR PLC9.8K sharesnew addition2026-03-312026-05-01

CL COLGATE PALMOLIVE CO4.5K sharesnew addition2026-03-312026-05-01

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD23.1K sharesnew addition2026-03-312026-05-01

DPZ DOMINOS PIZZA INC1.1K shares-5.35%2026-03-312026-05-01

WMB WILLIAMS COS INC5.2K shares8.36%2026-03-312026-05-01

Sponsored

ZTS ZOETIS INC3.1K shares-13.58%2026-03-312026-05-01

VUSB VANGUARD BD INDEX FDS7.3K shares7.90%2026-03-312026-05-01

DJAN FIRST TR EXCHNG TRADED FD VI8.5K shares57.07%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC3.6K shares16.85%2026-03-312026-05-01

FSTA FIDELITY COVINGTON TRUST6.8K shares0.83%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC4.1K shares73.93%2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP512 shares-0.19%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP7.5K shares12.78%2026-03-312026-05-01

Sponsored

MCO MOODYS CORP796 shares-5.58%2026-03-312026-05-01

HRL HORMEL FOODS CORP15.2K shares33.14%2026-03-312026-05-01

PEP PEPSICO INC2.2K shares-0.05%2026-03-312026-05-01

JMOM J P MORGAN EXCHANGE TRADED F5.0K shares3.66%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-03-312026-05-01

ALPHABET INC ALPHABET INC1.1K shares-0.17%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC660 shares-2.65%2026-03-312026-05-01

CSGP COSTAR GROUP INC8.0K sharesnew addition2026-03-312026-05-01

Sponsored

ETR ENTERGY CORP NEW2.9K sharesnew addition2026-03-312026-05-01

CAT CATERPILLAR INC454 shares-54.00%2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS6.8K shares19.60%2026-03-312026-05-01

GBIL GOLDMAN SACHS ETF TR3.2K sharesnew addition2026-03-312026-05-01

XLSR SSGA ACTIVE TR5.4K shares0.07%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares-9.55%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F4.1K shares43.46%2026-03-312026-05-01

MSCI MSCI INC570 shares-16.79%2026-03-312026-05-01

Sponsored

SPDW SPDR INDEX SHS FDS6.7K shares7.69%2026-03-312026-05-01

CNQ CANADIAN NAT RES LTD MED TER6.2K shares0.00%2026-03-312026-05-01

EQAL INVESCO EXCH TRADED FD TR II5.4K shares-1.86%2026-03-312026-05-01

TJX TJX COS INC NEW1.8K shares8.20%2026-03-312026-05-01

ASML ASML HLDG NV222 sharesnew addition2026-03-312026-05-01

SMA SMARTSTOP SELF STORAG REIT I9.6K shares-33.63%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC1.1K shares18.24%2026-03-312026-05-01

AGNC AGNC INVT CORP28.6K shares-28.88%2026-03-312026-05-01

Sponsored

CACI CACI INTL INC523 shares11.04%2026-03-312026-05-01

SBUX STARBUCKS CORP3.2K shares-16.53%2026-03-312026-05-01

IWR ISHARES TR2.9K shares0.00%2026-03-312026-05-01

PDBA INVESCO ACTVELY MNGD ETC FD7.7K shares5.85%2026-03-312026-05-01

PECO PHILLIPS EDISON & CO INC7.5K shares-5.08%2026-03-312026-05-01

COPX GLOBAL X FDS3.6K shares11.84%2026-03-312026-05-01

BKLC BNY MELLON ETF TRUST2.2K sharesnew addition2026-03-312026-05-01

ET ENERGY TRANSFER L P14.1K shares-6.49%2026-03-312026-05-01

Sponsored

SCHE SCHWAB STRATEGIC TR8.2K shares2.05%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST5.0K shares-2.50%2026-03-312026-05-01

CVE CENOVUS ENERGY INC10.0K shares-2.91%2026-03-312026-05-01

DE DEERE & CO467 shares-0.43%2026-03-312026-05-01

FTSL FIRST TR EXCHANGE-TRADED FD5.9K shares-5.68%2026-03-312026-05-01

FAST FASTENAL CO5.6K shares-5.11%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION259 shares3.19%2026-03-312026-05-01

AEM AGNICO EAGLE MINES LTD1.2K shares-11.14%2026-03-312026-05-01

Sponsored

LSTR LANDSTAR SYS INC1.6K sharesnew addition2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL516 shares6.61%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC1.7K shares22.55%2026-03-312026-05-01

HP INC HP INC12.8K sharesnew addition2026-03-312026-05-01

AON PLC AON PLC751 shares-17.47%2026-03-312026-05-01

DIS DISNEY WALT CO2.5K shares-7.29%2026-03-312026-05-01

SSO PROSHARES TR4.6K shares-24.49%2026-03-312026-05-01

IDXX IDEXX LABS INC420 shares-16.83%2026-03-312026-05-01

Sponsored

IBN ICICI BANK LIMITED9.0K shares15.93%2026-03-312026-05-01

CCJ CAMECO CORP2.1K shares-48.50%2026-03-312026-05-01

BSCS INVESCO EXCH TRD SLF IDX FD11.4K sharesnew addition2026-03-312026-05-01

VVV VALVOLINE INC6.6K sharesnew addition2026-03-312026-05-01

GEHC GE HEALTHCARE TECHNOLOGIES I3.0K sharesnew addition2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC3.0K shares-9.95%2026-03-312026-05-01

URI UNITED RENTALS INC293 sharesnew addition2026-03-312026-05-01

RTO RENTOKIL INITIAL PLC6.7K sharesnew addition2026-03-312026-05-01

Sponsored

CMC COMMERCIAL METALS CO3.4K shares0.00%2026-03-312026-05-01

HAP VANECK ETF TRUST2.9K sharesnew addition2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR360 shares8.43%2026-03-312026-05-01

DVN DEVON ENERGY CORP NEW4.0K sharesnew addition2026-03-312026-05-01

BTG B2GOLD CORP33.0K shares57.14%2026-03-312026-05-01

ARCT ARCTURUS THERAPEUTICS HLDGS16.9K sharesnew addition2026-03-312026-05-01

ACRE ARES COML REAL ESTATE CORP24.8K sharesnew addition2026-03-312026-05-01

VOXR VOX ROYALTY CORP21.8K sharesnew addition2026-03-312026-05-01

Sponsored

FSK FS KKR CAP CORP10.9K shares0.00%2026-03-312026-05-01

TNYA TENAYA THERAPEUTICS INC153.1K sharesnew addition2026-03-312026-05-01

OPRT OPORTUN FINL CORP22.1K sharesnew addition2026-03-312026-05-01

BBDC BARINGS BDC INC12.2K shares-9.89%2026-03-312026-05-01

TIGR UP FINTECH HLDG LTD11.8K sharesnew addition2026-03-312026-05-01

DSX DIANA SHIPPING INC12.7K shares0.00%2026-03-312026-05-01

REVIVA PHARMACEUTCLS HLDGS I REVIVA PHARMACEUTCLS HLDGS I15.7K sharesnew addition2026-03-312026-05-01

GREENLAND MINES LTD GREENLAND MINES LTD10.0K sharesnew addition2026-03-312026-05-01

Sponsored

MBSF

VALUED ADVISERS TR

-10.34%

Shares987.3K

Event2026-03-31

Filed2026-05-01

MBSX

ADVISOR MANAGED PORTFOLIOS

2.71%

Shares299.7K

Event2026-03-31

Filed2026-05-01

COP

CONOCOPHILLIPS

-24.68%

Shares49.4K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

4.50%

Shares25.4K

Event2026-03-31

Filed2026-05-01

TSLA

TESLA INC

33.91%

Shares13.2K

Event2026-03-31

Filed2026-05-01

LST

MANAGED PORTFOLIO SERIES

5.67%

Shares119.4K

Event2026-03-31

Filed2026-05-01

BMY

BRISTOL-MYERS SQUIBB CO

-13.51%

Shares74.0K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

1.66%

Shares6.4K

Event2026-03-31

Filed2026-05-01

ARP

ADVISORS INNER CIRCLE FD II

0.87%

Shares118.2K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

-21.86%

Shares11.1K

Event2026-03-31

Filed2026-05-01

KKR & CO INC

84.51%

Shares36.8K

Event2026-03-31

Filed2026-05-01

RAAX

VANECK ETF TRUST

3.96%

Shares77.6K

Event2026-03-31

Filed2026-05-01

FDVV

FIDELITY COVINGTON TRUST

-12.47%

Shares53.9K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC

-37.73%

Shares7.9K

Event2026-03-31

Filed2026-05-01

UNH

UNITEDHEALTH GROUP INC

10.78%

Shares10.0K

Event2026-03-31

Filed2026-05-01

FELG

FIDELITY COVINGTON TRUST

14.66%

Shares66.8K

Event2026-03-31

Filed2026-05-01

JPST

J P MORGAN EXCHANGE TRADED F

-43.51%

Shares46.5K

Event2026-03-31

Filed2026-05-01

FSCO

FS CREDIT OPPORTUNITIES CORP

47.30%

Shares431.9K

Event2026-03-31

Filed2026-05-01

VANGUARD INDEX FDS

16.63%

Shares3.6K

Event2026-03-31

Filed2026-05-01

XOM

EXXON MOBIL CORP

48.71%

Shares11.5K

Event2026-03-31

Filed2026-05-01

OUNZ

VANECK MERK GOLD ETF

8.20%

Shares39.3K

Event2026-03-31

Filed2026-05-01

VBIL

VANGUARD INSTL INDEX FD

554.02%

Shares23.0K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

2.38%

Shares9.9K

Event2026-03-31

Filed2026-05-01

SPYD

SPDR SERIES TRUST

-26.08%

Shares36.6K

Event2026-03-31

Filed2026-05-01

SIVR

ABRDN SILVER ETF TRUST

New

Shares22.8K

Event2026-03-31

Filed2026-05-01

SIMPLIFY EXCHANGE TRADED FUN

58.84%

Shares71.0K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-10.90%

Shares4.0K

Event2026-03-31

Filed2026-05-01

ELV

ELEVANCE HEALTH INC FORMERLY

-6.47%

Shares5.1K

Event2026-03-31

Filed2026-05-01

IAUX

I-80 GOLD CORP

17.42%

Shares956.5K

Event2026-03-31

Filed2026-05-01

DOCT

FIRST TR EXCHNG TRADED FD VI

-0.58%

Shares32.8K

Event2026-03-31

Filed2026-05-01

QLD

PROSHARES TR

-23.75%

Shares21.7K

Event2026-03-31

Filed2026-05-01

ACI

ALBERTSONS COS INC

7.85%

Shares76.9K

Event2026-03-31

Filed2026-05-01

MAIN

MAIN STR CAP CORP

0.00%

Shares23.7K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-25.77%

Shares5.9K

Event2026-03-31

Filed2026-05-01

DNOV

FIRST TR EXCHNG TRADED FD VI

-1.29%

Shares25.5K

Event2026-03-31

Filed2026-05-01

BIL

SPDR SERIES TRUST

-6.23%

Shares12.7K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-2.43%

Shares3.7K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-8.16%

Shares4.0K

Event2026-03-31

Filed2026-05-01

PIT

VANECK ETF TRUST

-11.27%

Shares15.4K

Event2026-03-31

Filed2026-05-01

BUFR

FIRST TR EXCHNG TRADED FD VI

88.13%

Shares32.7K

Event2026-03-31

Filed2026-05-01

VISA INC

-8.13%

Shares3.6K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

-10.47%

Shares2.1K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION

13.88%

Shares4.7K

Event2026-03-31

Filed2026-05-01

CLOI

VANECK ETF TRUST

22.24%

Shares18.2K

Event2026-03-31

Filed2026-05-01

UYLD

ANGEL OAK FUNDS TRUST

New

Shares18.6K

Event2026-03-31

Filed2026-05-01

WMT

WALMART INC

-4.40%

Shares7.3K

Event2026-03-31

Filed2026-05-01

AZO

AUTOZONE INC

-5.61%

Shares269

Event2026-03-31

Filed2026-05-01

PROCTER & GAMBLE CO

9.18%

Shares6.2K

Event2026-03-31

Filed2026-05-01

SFLR

INNOVATOR ETFS TRUST

-2.49%

Shares25.0K

Event2026-03-31

Filed2026-05-01

XIMR

FIRST TR EXCHNG TRADED FD VI

8.62%

Shares27.4K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

2.42%

Shares5.0K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

13.41%

Shares2.8K

Event2026-03-31

Filed2026-05-01

FIRST TR EXCHANGE-TRADED FD

New

Shares40.4K

Event2026-03-31

Filed2026-05-01

AT&T INC

-0.20%

Shares27.6K

Event2026-03-31

Filed2026-05-01

FENY

FIDELITY COVINGTON TRUST

4.23%

Shares22.2K

Event2026-03-31

Filed2026-05-01

PSLV

SPROTT ASSET MANAGEMENT LP

-16.56%

Shares30.7K

Event2026-03-31

Filed2026-05-01

ABEQ

UNIFIED SER TR

2.11%

Shares19.7K

Event2026-03-31

Filed2026-05-01

JQC

NUVEEN CR STRATEGIES INCOME

-63.33%

Shares151.2K

Event2026-03-31

Filed2026-05-01

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.80%

Shares2.1K

Event2026-03-31

Filed2026-05-01

SPYV

SPDR SERIES TRUST

4.41%

Shares12.7K

Event2026-03-31

Filed2026-05-01

EPD

ENTERPRISE PRODS PARTNERS L

-1.84%

Shares19.0K

Event2026-03-31

Filed2026-05-01

GILD

GILEAD SCIENCES INC

2.24%

Shares5.1K

Event2026-03-31

Filed2026-05-01

JNJ

JOHNSON & JOHNSON

7.49%

Shares2.9K

Event2026-03-31

Filed2026-05-01

CLOB

VANECK ETF TRUST

-52.25%

Shares14.2K

Event2026-03-31

Filed2026-05-01

ORCL

ORACLE CORP

-22.21%

Shares4.8K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

5.66%

Shares1.6K

Event2026-03-31

Filed2026-05-01

PGR

PROGRESSIVE CORP

-3.39%

Shares3.4K

Event2026-03-31

Filed2026-05-01

LLY

ELI LILLY & CO

-13.34%

Shares695

Event2026-03-31

Filed2026-05-01

VUG

VANGUARD INDEX FDS

-0.41%

Shares1.4K

Event2026-03-31

Filed2026-05-01

BUFD

FIRST TR EXCHNG TRADED FD VI

5.61%

Shares21.5K

Event2026-03-31

Filed2026-05-01

ROST

ROSS STORES INC

-30.59%

Shares2.8K

Event2026-03-31

Filed2026-05-01

DFEB

FIRST TR EXCHNG TRADED FD VI

65.22%

Shares12.2K

Event2026-03-31

Filed2026-05-01

SILA

SILA REALTY TRUST INC

-7.33%

Shares23.9K

Event2026-03-31

Filed2026-05-01

LYB

LYONDELLBASELL INDUSTRIES NV

34.91%

Shares7.0K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

7.92%

Shares3.4K

Event2026-03-31

Filed2026-05-01

GDX

VANECK ETF TRUST

-36.04%

Shares6.0K

Event2026-03-31

Filed2026-05-01

ORLY

OREILLY AUTOMOTIVE INC

-4.93%

Shares5.8K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

-7.47%

Shares805

Event2026-03-31

Filed2026-05-01

COCA COLA CO

16.84%

Shares6.9K

Event2026-03-31

Filed2026-05-01

PAVE

GLOBAL X FDS

-13.41%

Shares10.3K

Event2026-03-31

Filed2026-05-01

FMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.6K

Event2026-03-31

Filed2026-05-01

MICRON TECHNOLOGY INC

-4.18%

Shares1.5K

Event2026-03-31

Filed2026-05-01

QFLR

INNOVATOR ETFS TRUST

-7.90%

Shares15.3K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

33.30%

Shares2.6K

Event2026-03-31

Filed2026-05-01

SPEU

SPDR INDEX SHS FDS

8.81%

Shares9.9K

Event2026-03-31

Filed2026-05-01

NOW

SERVICENOW INC

57.75%

Shares4.9K

Event2026-03-31

Filed2026-05-01

ALPS ETF TR

26.18%

Shares9.5K

Event2026-03-31

Filed2026-05-01

CMI

CUMMINS INC

-32.14%

Shares929

Event2026-03-31

Filed2026-05-01

DUKE ENERGY CORP NEW

18.08%

Shares3.8K

Event2026-03-31

Filed2026-05-01

DYNEX CAP INC

25.81%

Shares39.0K

Event2026-03-31

Filed2026-05-01

LNG

CHENIERE ENERGY INC

15.03%

Shares1.7K

Event2026-03-31

Filed2026-05-01