Sponsored

The Analysis of Centric Wealth Management's Holdings & P&L

Currently, Centric Wealth Management holds 203 types of securities in its portfolio with a total value $500.9M. In the most recent quarter, they have increased their positions in SGOV (+101.1K shares, valued at $10.2M), COIN (+27.0K shares, valued at $5.5M), RTX (+23.4K shares, valued at $4.0M); decreased their positions in KOLD (-100.0K shares, valued at $2.5M), AMD (-6.8K shares, valued at $2.3M), UPS (-17.3K shares, valued at $1.7M); initiated new positions in COIN (+27.0K shares, valued at $5.5M), RTX (+23.4K shares, valued at $4.0M), XLP (+37.1K shares, valued at $3.1M).

1M P&L

+17.5M+3.99%

3M P&L

+24.3M+5.62%

HY P&L

+49.0M+12.01%

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/A181.2M

42.6%

2Integrated Freight & Logistics29.3M

6.9%

3Drug Manufacturers - General25.7M

6.0%

Top Industries by Stock Count

1N/A80 stocks

44.9%

2Semiconductors8 stocks

4.5%

3Drug Manufacturers - General6 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR310.2K shares48.35%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC245.1K shares-6.58%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS29.9K shares-3.96%2026-03-312026-05-12

AAPL APPLE INC66.9K shares-4.19%2026-03-312026-05-12

HFSI HARTFORD FDS EXCHANGE TRADED411.6K shares6.66%2026-03-312026-05-12

VONV VANGUARD SCOTTSDALE FDS120.9K shares2.87%2026-03-312026-05-12

PALC PACER FDS TR189.5K shares0.44%2026-03-312026-05-12

FTLS FIRST TR EXCH TRADED FD III132.5K shares-1.92%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION47.0K shares-4.06%2026-03-312026-05-12

IBDV ISHARES TR418.8K shares6.23%2026-03-312026-05-12

LLY ELI LILLY & CO9.3K shares-1.64%2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR352.0K shares4.06%2026-03-312026-05-12

MSFT MICROSOFT CORP20.8K shares1.58%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC21.8K shares-6.41%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR241.2K shares2.29%2026-03-312026-05-12

AMZN AMAZON COM INC23.0K shares-0.75%2026-03-312026-05-12

Sponsored

AMD ADVANCED MICRO DEVICES INC18.1K shares-27.34%2026-03-312026-05-12

ABBV ABBVIE INC28.0K shares-0.57%2026-03-312026-05-12

ADI ANALOG DEVICES INC14.1K shares-1.26%2026-03-312026-05-12

VXUS VANGUARD STAR FDS67.3K shares73.79%2026-03-312026-05-12

COIN COINBASE GLOBAL INC27.0K sharesnew addition2026-03-312026-05-12

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC183.0K shares245.25%2026-03-312026-05-12

SCHQ SCHWAB STRATEGIC TR164.7K shares6.25%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO16.5K shares0.96%2026-03-312026-05-12

Sponsored

CVX CHEVRON CORPORATION26.2K shares-1.33%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION4.9K shares2.07%2026-03-312026-05-12

SPTS SPDR SERIES TRUST171.1K shares4.16%2026-03-312026-05-12

XOM EXXON MOBIL CORP32.0K shares-0.65%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR7.2K shares-1.36%2026-03-312026-05-12

EVR EVERCORE INC14.8K shares-0.51%2026-03-312026-05-12

WMT WALMART INC36.0K shares-7.25%2026-03-312026-05-12

IBDT ISHARES TR182.8K shares5.61%2026-03-312026-05-12

Sponsored

VTWG VANGUARD SCOTTSDALE FDS17.2K shares0.01%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON19.3K shares0.39%2026-03-312026-05-12

WSM WILLIAMS SONOMA INC23.4K shares0.30%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC27.9K shares-8.24%2026-03-312026-05-12

RTX RTX CORPORATION23.4K sharesnew addition2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR85.4K shares4.79%2026-03-312026-05-12

CF CF INDUSTRIES HOLD30.7K shares-0.27%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL114.9K shares-2.19%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC9.7K shares5.11%2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR72.1K shares-12.23%2026-03-312026-05-12

GLD SPDR GOLD TR8.8K shares-13.40%2026-03-312026-05-12

VTI VANGUARD INDEX FDS10.0K shares15.83%2026-03-312026-05-12

GILD GILEAD SCIENCES INC26.5K shares-2.14%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC7.5K shares-0.39%2026-03-312026-05-12

TSLA TESLA INC8.9K shares1.53%2026-03-312026-05-12

DKS DICKS SPORTING GOODS INC15.8K shares2.93%2026-03-312026-05-12

Sponsored

DIVO AMPLIFY ETF TR75.2K shares-0.21%2026-03-312026-05-12

UNP UNION PAC CORP12.8K shares2.63%2026-03-312026-05-12

SNA SNAP ON INC9.0K shares1.69%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR64.8K shares-18.06%2026-03-312026-05-12

MTG MGIC INVT CORP WIS127.8K shares2.51%2026-03-312026-05-12

ORCL ORACLE CORP17.9K shares0.84%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP6.2K shares-4.17%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-1.63%2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW20.4K shares-2.37%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR37.1K sharesnew addition2026-03-312026-05-12

WM WASTE MGMT INC DEL13.6K shares1.35%2026-03-312026-05-12

IVV ISHARES TR4.3K shares-1.84%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC39.2K sharesnew addition2026-03-312026-05-12

HERD PACER FDS TR64.9K shares0.80%2026-03-312026-05-12

PFG PRINCIPAL FINANCIAL GROUP IN30.7K shares2.63%2026-03-312026-05-12

AIG AMERICAN INTL GROUP INC38.3K shares3.65%2026-03-312026-05-12

Sponsored

V VISA INC9.1K shares-3.76%2026-03-312026-05-12

MPC MARATHON PETE CORP11.1K shares-3.04%2026-03-312026-05-12

BROADCOM INC BROADCOM INC6.6K shares4.68%2026-03-312026-05-12

QCOM QUALCOMM INC16.0K shares6.73%2026-03-312026-05-12

MA MASTERCARD INCORPORATED5.3K shares-7.98%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN12.6K shares7.32%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS33.9K shares49.13%2026-03-312026-05-12

MSTR STRATEGY INC12.4K sharesnew addition2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC5.8K shares-6.33%2026-03-312026-05-12

DVN DEVON ENERGY CORP NEW42.0K shares11.29%2026-03-312026-05-12

KBDC KAYNE ANDERSON BDC INC131.6K shares-4.45%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.8K shares9.29%2026-03-312026-05-12

IBDX ISHARES TR76.6K shares5.90%2026-03-312026-05-12

FNGU BANK MONTREAL MEDIUM73.2K shares2.81%2026-03-312026-05-12

BGIG ETF SER SOLUTIONS50.2K shares160.98%2026-03-312026-05-12

KLAC KLA CORP1.0K shares0.00%2026-03-312026-05-12

Sponsored

CL COLGATE PALMOLIVE CO19.6K shares-0.02%2026-03-312026-05-12

USMV ISHARES TR16.5K shares-1.20%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T1.9K shares-1.98%2026-03-312026-05-12

SFY TIDAL TRUST I9.0K shares-1.13%2026-03-312026-05-12

MCD MCDONALDS CORP4.4K shares-1.01%2026-03-312026-05-12

PG PROCTER & GAMBLE CO8.1K shares-3.18%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC1.9K shares-14.56%2026-03-312026-05-12

MAIA MAIA BIOTECHNOLOGY INC796.7K shares35.87%2026-03-312026-05-12

Sponsored

NEE NEXTERA ENERGY INC11.4K shares-8.58%2026-03-312026-05-12

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST125.1K shares0.00%2026-03-312026-05-12

CSCO CISCO SYS INC11.4K shares-8.75%2026-03-312026-05-12

MSTI MADISON ETFS TRUST51.6K shares2.64%2026-03-312026-05-12

MAGG MADISON ETFS TRUST51.5K shares0.63%2026-03-312026-05-12

IYY ISHARES TR5.9K shares0.14%2026-03-312026-05-12

HON HONEYWELL INTL INC4.8K shares4.35%2026-03-312026-05-12

ALLE ALLEGION PLC7.4K shares-10.36%2026-03-312026-05-12

Sponsored

GVLU TIDAL TRUST I34.2K shares-0.37%2026-03-312026-05-12

CAT CATERPILLAR INC1.0K shares0.20%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP2.7K shares0.00%2026-03-312026-05-12

RPAR TIDAL TRUST I36.8K shares-31.14%2026-03-312026-05-12

BTGD TIDAL TRUST II26.7K shares-8.28%2026-03-312026-05-12

PFE PFIZER INC29.3K shares0.33%2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC10.0K sharesnew addition2026-03-312026-05-12

FIAX TIDAL TRUST II41.5K shares-21.56%2026-03-312026-05-12

Sponsored

HUBBELL INC HUBBELL INC1.4K shares0.00%2026-03-312026-05-12

CCSB TIDAL TRUST II34.9K shares-1.96%2026-03-312026-05-12

MS MORGAN STANLEY3.7K shares0.00%2026-03-312026-05-12

VLO VALERO ENERGY CORP2.7K shares-2.43%2026-03-312026-05-12

META META PLATFORMS INC1.1K shares0.18%2026-03-312026-05-12

MFUT TIDAL TRUST II35.1K shares-4.05%2026-03-312026-05-12

INTC INTEL CORP6.9K shares-14.95%2026-03-312026-05-12

PSFF PACER FDS TR19.8K shares-3.03%2026-03-312026-05-12

Sponsored

DFUS DIMENSIONAL ETF TRUST8.4K shares0.00%2026-03-312026-05-12

HAUS TIDAL TRUST I33.3K shares4.05%2026-03-312026-05-12

BE BLOOM ENERGY CORP2.1K shares0.00%2026-03-312026-05-12

COWZ PACER FDS TR9.7K shares-41.23%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR21.4K sharesnew addition2026-03-312026-05-12

MTUM ISHARES TR2.1K shares0.10%2026-03-312026-05-12

MTH MERITAGE HOMES CORP9.2K shares-14.03%2026-03-312026-05-12

WOMN TIDAL TRUST III13.7K shares-36.25%2026-03-312026-05-12

Sponsored

GWW WW GRAINGER INC482 shares-0.62%2026-03-312026-05-12

MYLD CAMBRIA ETF TR18.4K shares-1.99%2026-03-312026-05-12

DARP TIDAL TRUST II9.9K shares-37.14%2026-03-312026-05-12

MOH MOLINA HEALTHCARE INC2.8K shares-9.74%2026-03-312026-05-12

CNI CANADIAN NATL RY CO4.8K shares0.00%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC FORMERLY1.4K shares-1.13%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-5.42%2026-03-312026-05-12

TSEM TOWER SEMICONDUCTOR LTD2.4K shares-9.00%2026-03-312026-05-12

Sponsored

RVMD REVOLUTION MEDICINES INC3.4K shares0.00%2026-03-312026-05-12

EZM WISDOMTREE TR7.1K shares0.24%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO1.5K shares-8.59%2026-03-312026-05-12

KOLD PROSHARES TR II20.0K shares-83.33%2026-03-312026-05-12

ASML ASML HLDG NV349 shares-14.67%2026-03-312026-05-12

BAB INVESCO EXCH TRADED FD TR II17.1K shares-25.17%2026-03-312026-05-12

PWR QUANTA SVCS INC592 shares26.77%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR2.8K shares-2.14%2026-03-312026-05-12

Sponsored

FDX FEDEX CORP1.2K shares0.00%2026-03-312026-05-12

AMAT APPLIED MATLS INC1.1K shares-2.66%2026-03-312026-05-12

CBOE CBOE GLOBAL MKTS INC1.2K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC.4.4K shares16.08%2026-03-312026-05-12

SLV ISHARES SILVER TR6.1K shares-12.69%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC3.5K shares-16.88%2026-03-312026-05-12

AGG ISHARES TR4.0K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC2.5K shares-8.92%2026-03-312026-05-12

Sponsored

PH PARKER-HANNIFIN CORP437 shares0.00%2026-03-312026-05-12

VV VANGUARD INDEX FDS1.1K shares0.81%2026-03-312026-05-12

WTMF WISDOMTREE TR9.0K shares-5.29%2026-03-312026-05-12

SPYM SPDR SERIES TRUST4.3K shares-39.17%2026-03-312026-05-12

FMKT TIDAL TRUST I15.8K sharesnew addition2026-03-312026-05-12

BIGY TIDAL TRUST II6.6K sharesnew addition2026-03-312026-05-12

SRE SEMPRA3.6K shares-0.55%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC2.1K shares2377.11%2026-03-312026-05-12

Sponsored

TAIL CAMBRIA ETF TR30.9K shares8.60%2026-03-312026-05-12

IUS INVESCO EXCH TRD SLF IDX FD5.3K shares-6.27%2026-03-312026-05-12

TKO TKO GROUP HOLDINGS INC1.8K shares0.00%2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC1.5K shares0.92%2026-03-312026-05-12

BAC BANK AMERICA CORP6.2K shares-8.19%2026-03-312026-05-12

CDW CDW CORP2.4K shares-7.60%2026-03-312026-05-12

MMLG FIRST TR EXCHNG TRADED FD VI9.0K shares-41.91%2026-03-312026-05-12

MCK MCKESSON CORP393 shares3.97%2026-03-312026-05-12

Sponsored

AGQI FIRST TR EXCHNG TRADED FD VI17.7K shares-43.70%2026-03-312026-05-12

IJH ISHARES TR4.3K shares0.05%2026-03-312026-05-12

UVE UNIVERSAL INS HLDGS INC8.0K shares-3.46%2026-03-312026-05-12

KSPY KRANESHARES TRUST10.7K shares-6.08%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR3.6K shares-0.36%2026-03-312026-05-12

HTUS CAPITOL SER TR7.2K shares-5.81%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.1K shares-4.70%2026-03-312026-05-12

HD HOME DEPOT INC964 shares8.31%2026-03-312026-05-12

Sponsored

ITA ISHARES TR1.4K shares-9.00%2026-03-312026-05-12

LOW LOWES COS INC1.3K shares-2.23%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR1.7K shares-8.74%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS4.3K shares0.00%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC269 shares-10.63%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC680 shares-23.51%2026-03-312026-05-12

SBUX STARBUCKS CORP2.6K shares4.01%2026-03-312026-05-12

ABT ABBOTT LABORATORIES3.0K shares-10.91%2026-03-312026-05-12

Sponsored

XEL XCEL ENERGY INC3.2K shares-0.13%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC604 sharesnew addition2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC556 shares21.13%2026-03-312026-05-12

ILDR FIRST TR EXCHNG TRADED FD VI7.0K shares-44.53%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-05-12

COF CAPITAL ONE FINL CORP1.2K shares-11.78%2026-03-312026-05-12

XLG INVESCO EXCHANGE TRADED FD T3.8K shares0.00%2026-03-312026-05-12

BA BOEING CO1.0K sharesnew addition2026-03-312026-05-12

Sponsored

TLT ISHARES TR2.7K shares6.96%2026-03-312026-05-12

TRND PACER FDS TR6.3K shares0.00%2026-03-312026-05-12

BOXX EA SERIES TRUST1.9K sharesnew addition2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC545 shares-10.80%2026-03-312026-05-12

BGT BLACKROCK FLOATING RATE INC19.9K shares0.00%2026-03-312026-05-12

FXI ISHARES TR5.9K shares-6.18%2026-03-312026-05-12

SHY ISHARES TR2.6K sharesnew addition2026-03-312026-05-12

DFUV DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-12

Sponsored

VHT VANGUARD WORLD FD775 shares0.00%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC1.1K sharesnew addition2026-03-312026-05-12

EWG ISHARES INC5.0K shares-7.04%2026-03-312026-05-12

EWJ ISHARES INC2.3K shares-8.03%2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC2.2K sharesnew addition2026-03-312026-05-12

DTD WISDOMTREE TR2.3K sharesnew addition2026-03-312026-05-12

TIDAL TRUST III TIDAL TRUST III8.2K sharesnew addition2026-03-312026-05-12

CRPT FIRST TR EXCHNG TRADED FD VI12.8K shares-48.96%2026-03-312026-05-12

Sponsored

FRANKLIN XRP TRUST FRANKLIN XRP TRUST12.9K shares0.00%2026-03-312026-05-12

PHK PIMCO HIGH INCOME FD23.9K shares-14.80%2026-03-312026-05-12

BTG B2GOLD CORP20.0K shares-31.01%2026-03-312026-05-12

SGOV

ISHARES TR

48.35%

Shares310.2K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

-6.58%

Shares245.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-3.96%

Shares29.9K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-4.19%

Shares66.9K

Event2026-03-31

Filed2026-05-12

HFSI

HARTFORD FDS EXCHANGE TRADED

6.66%

Shares411.6K

Event2026-03-31

Filed2026-05-12

VONV

VANGUARD SCOTTSDALE FDS

2.87%

Shares120.9K

Event2026-03-31

Filed2026-05-12

PALC

PACER FDS TR

0.44%

Shares189.5K

Event2026-03-31

Filed2026-05-12

FTLS

FIRST TR EXCH TRADED FD III

-1.92%

Shares132.5K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

-4.06%

Shares47.0K

Event2026-03-31

Filed2026-05-12

IBDV

ISHARES TR

6.23%

Shares418.8K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-1.64%

Shares9.3K

Event2026-03-31

Filed2026-05-12

SCHR

SCHWAB STRATEGIC TR

4.06%

Shares352.0K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.58%

Shares20.8K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

-6.41%

Shares21.8K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

2.29%

Shares241.2K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.75%

Shares23.0K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-27.34%

Shares18.1K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-0.57%

Shares28.0K

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

-1.26%

Shares14.1K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FDS

73.79%

Shares67.3K

Event2026-03-31

Filed2026-05-12

COIN

COINBASE GLOBAL INC

New

Shares27.0K

Event2026-03-31

Filed2026-05-12

SUPER MICRO COMPUTER INC

245.25%

Shares183.0K

Event2026-03-31

Filed2026-05-12

SCHQ

SCHWAB STRATEGIC TR

6.25%

Shares164.7K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

0.96%

Shares16.5K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-1.33%

Shares26.2K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

2.07%

Shares4.9K

Event2026-03-31

Filed2026-05-12

SPTS

SPDR SERIES TRUST

4.16%

Shares171.1K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.65%

Shares32.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-1.36%

Shares7.2K

Event2026-03-31

Filed2026-05-12

EVR

EVERCORE INC

-0.51%

Shares14.8K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-7.25%

Shares36.0K

Event2026-03-31

Filed2026-05-12

IBDT

ISHARES TR

5.61%

Shares182.8K

Event2026-03-31

Filed2026-05-12

VTWG

VANGUARD SCOTTSDALE FDS

0.01%

Shares17.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

0.39%

Shares19.3K

Event2026-03-31

Filed2026-05-12

WSM

WILLIAMS SONOMA INC

0.30%

Shares23.4K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

-8.24%

Shares27.9K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

New

Shares23.4K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

4.79%

Shares85.4K

Event2026-03-31

Filed2026-05-12

CF INDUSTRIES HOLD

-0.27%

Shares30.7K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL

-2.19%

Shares114.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

5.11%

Shares9.7K

Event2026-03-31

Filed2026-05-12

XLB

SELECT SECTOR SPDR TR

-12.23%

Shares72.1K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-13.40%

Shares8.8K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

15.83%

Shares10.0K

Event2026-03-31

Filed2026-05-12

GILD

GILEAD SCIENCES INC

-2.14%

Shares26.5K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

-0.39%

Shares7.5K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

1.53%

Shares8.9K

Event2026-03-31

Filed2026-05-12

DKS

DICKS SPORTING GOODS INC

2.93%

Shares15.8K

Event2026-03-31

Filed2026-05-12

DIVO

AMPLIFY ETF TR

-0.21%

Shares75.2K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

2.63%

Shares12.8K

Event2026-03-31

Filed2026-05-12

SNA

SNAP ON INC

1.69%

Shares9.0K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

-18.06%

Shares64.8K

Event2026-03-31

Filed2026-05-12

MTG

MGIC INVT CORP WIS

2.51%

Shares127.8K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.84%

Shares17.9K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

-4.17%

Shares6.2K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

-1.63%

Shares6.8K

Event2026-03-31

Filed2026-05-12

TJX

TJX COS INC NEW

-2.37%

Shares20.4K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

New

Shares37.1K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

1.35%

Shares13.6K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

-1.84%

Shares4.3K

Event2026-03-31

Filed2026-05-12

MEDTRONIC PLC

New

Shares39.2K

Event2026-03-31

Filed2026-05-12

HERD

PACER FDS TR

0.80%

Shares64.9K

Event2026-03-31

Filed2026-05-12

PFG

PRINCIPAL FINANCIAL GROUP IN

2.63%

Shares30.7K

Event2026-03-31

Filed2026-05-12

AIG

AMERICAN INTL GROUP INC

3.65%

Shares38.3K

Event2026-03-31

Filed2026-05-12

VISA INC

-3.76%

Shares9.1K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

-3.04%

Shares11.1K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

4.68%

Shares6.6K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

6.73%

Shares16.0K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-7.98%

Shares5.3K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

7.32%

Shares12.6K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

49.13%

Shares33.9K

Event2026-03-31

Filed2026-05-12

MSTR

STRATEGY INC

New

Shares12.4K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-6.33%

Shares5.8K

Event2026-03-31

Filed2026-05-12

DVN

DEVON ENERGY CORP NEW

11.29%

Shares42.0K

Event2026-03-31

Filed2026-05-12

KBDC

KAYNE ANDERSON BDC INC

-4.45%

Shares131.6K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

9.29%

Shares10.8K

Event2026-03-31

Filed2026-05-12

IBDX

ISHARES TR

5.90%

Shares76.6K

Event2026-03-31

Filed2026-05-12

FNGU

BANK MONTREAL MEDIUM

2.81%

Shares73.2K

Event2026-03-31

Filed2026-05-12

BGIG

ETF SER SOLUTIONS

160.98%

Shares50.2K

Event2026-03-31

Filed2026-05-12

KLAC

KLA CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

COLGATE PALMOLIVE CO

-0.02%

Shares19.6K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

-1.20%

Shares16.5K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-1.98%

Shares1.9K

Event2026-03-31

Filed2026-05-12

SFY

TIDAL TRUST I

-1.13%

Shares9.0K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-1.01%

Shares4.4K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

-3.18%

Shares8.1K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-14.56%

Shares1.9K

Event2026-03-31

Filed2026-05-12

MAIA

MAIA BIOTECHNOLOGY INC

35.87%

Shares796.7K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

-8.58%

Shares11.4K

Event2026-03-31

Filed2026-05-12

ETF OPPORTUNITIES TRUST

0.00%

Shares125.1K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

-8.75%

Shares11.4K

Event2026-03-31

Filed2026-05-12

MSTI

MADISON ETFS TRUST

2.64%

Shares51.6K

Event2026-03-31

Filed2026-05-12

MAGG

MADISON ETFS TRUST

0.63%

Shares51.5K

Event2026-03-31

Filed2026-05-12

IYY

ISHARES TR

0.14%

Shares5.9K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

4.35%

Shares4.8K

Event2026-03-31

Filed2026-05-12

ALLE

ALLEGION PLC

-10.36%

Shares7.4K

Event2026-03-31

Filed2026-05-12

GVLU

TIDAL TRUST I

-0.37%

Shares34.2K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-12

RPAR

TIDAL TRUST I

-31.14%

Shares36.8K

Event2026-03-31

Filed2026-05-12

BTGD

TIDAL TRUST II

-8.28%

Shares26.7K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

0.33%

Shares29.3K

Event2026-03-31

Filed2026-05-12

HOOD

ROBINHOOD MKTS INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

FIAX

TIDAL TRUST II

-21.56%

Shares41.5K

Event2026-03-31

Filed2026-05-12

HUBBELL INC

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-12

CCSB

TIDAL TRUST II

-1.96%

Shares34.9K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

VLO

VALERO ENERGY CORP

-2.43%

Shares2.7K

Event2026-03-31

Filed2026-05-12