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The Analysis of Certified Advisory Corp's Holdings & P&L

Currently, Certified Advisory Corp holds 318 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in GARP (+97.7K shares, valued at $6.2M), AVUV (+44.7K shares, valued at $4.9M), FENI (+91.2K shares, valued at $3.4M); decreased their positions in IUSV (-45.4K shares, valued at $4.6M), VTV (-13.0K shares, valued at $2.6M), COWZ (-34.2K shares, valued at $2.1M); initiated new positions in NANR (+24.5K shares, valued at $2.1M), IYW (+4.7K shares, valued at $860.8K), FENY (+25.1K shares, valued at $852.7K).

1M P&L

+36.7M+3.39%

3M P&L

-282.5M-20.11%

HY P&L

-253.8M-18.45%

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/A883.4M

85.7%

2Consumer Electronics18.5M

1.8%

3Semiconductors11.9M

1.2%

Top Industries by Stock Count

1N/A207 stocks

68.8%

2Drug Manufacturers - General7 stocks

2.3%

3Semiconductors5 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS96.1K shares3.06%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR61.7K shares1.70%2026-03-312026-04-17

COWZ PACER FDS TR452.6K shares-7.03%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR882.3K shares5.47%2026-03-312026-04-17

VTV VANGUARD INDEX FDS120.1K shares-9.78%2026-03-312026-04-17

FBND FIDELITY MERRIMACK STR TR507.7K shares10.26%2026-03-312026-04-17

IVV ISHARES TR33.9K shares-2.53%2026-03-312026-04-17

JPIE J P MORGAN EXCHANGE TRADED F472.5K shares8.70%2026-03-312026-04-17

Sponsored

BIV VANGUARD BD INDEX FDS277.0K shares11.02%2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR181.0K shares32.75%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR756.7K shares10.49%2026-03-312026-04-17

AAPL APPLE INC73.0K shares-0.82%2026-03-312026-04-17

ICVT ISHARES TR179.9K shares2.46%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS117.8K shares0.35%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS28.3K shares3.10%2026-03-312026-04-17

JPIB J P MORGAN EXCHANGE TRADED F351.6K shares9.65%2026-03-312026-04-17

Sponsored

FNDF SCHWAB STRATEGIC TR336.1K shares-8.01%2026-03-312026-04-17

IWY ISHARES TR65.4K shares8.19%2026-03-312026-04-17

IEFA ISHARES TR172.2K shares19.28%2026-03-312026-04-17

SPTI SPDR SERIES TRUST491.7K shares8.16%2026-03-312026-04-17

AVLV AMERICAN CENTY ETF TR174.3K shares1.58%2026-03-312026-04-17

DFUS DIMENSIONAL ETF TRUST196.6K shares5.77%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS298.3K shares4.78%2026-03-312026-04-17

VGT VANGUARD WORLD FD18.1K shares-0.45%2026-03-312026-04-17

Sponsored

IOO ISHARES TR101.7K shares0.14%2026-03-312026-04-17

SPSB SPDR SERIES TRUST404.9K shares7.80%2026-03-312026-04-17

USTB VICTORY PORTFOLIOS II232.0K shares10.52%2026-03-312026-04-17

FENI FIDELITY COVINGTON TRUST303.6K shares42.92%2026-03-312026-04-17

FSTA FIDELITY COVINGTON TRUST215.8K shares-3.75%2026-03-312026-04-17

IJH ISHARES TR157.3K shares-2.26%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR131.3K shares5.45%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR351.7K shares5.99%2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.2K shares-1.09%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T129.2K shares-14.46%2026-03-312026-04-17

MA MASTERCARD INCORPORATED18.7K shares-3.79%2026-03-312026-04-17

SPMB SPDR SERIES TRUST415.5K shares3.86%2026-03-312026-04-17

SJNK SPDR SERIES TRUST347.1K shares1.68%2026-03-312026-04-17

VCSH VANGUARD SCOTTSDALE FDS108.1K shares6.69%2026-03-312026-04-17

NVDA NVIDIA CORPORATION49.0K shares-2.12%2026-03-312026-04-17

GARP ISHARES TR133.4K shares273.31%2026-03-312026-04-17

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD215.4K shares0.98%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T13.0K shares-2.23%2026-03-312026-04-17

DFIV DIMENSIONAL ETF TRUST153.4K shares1.37%2026-03-312026-04-17

UCON FIRST TR EXCHNG TRADED FD VI312.9K shares-0.70%2026-03-312026-04-17

IMCG ISHARES TR97.9K shares22.84%2026-03-312026-04-17

VGSH VANGUARD SCOTTSDALE FDS130.7K shares0.91%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD111.1K shares10.85%2026-03-312026-04-17

IUSV ISHARES TR68.7K shares-39.78%2026-03-312026-04-17

Sponsored

IHI ISHARES TR131.7K shares-3.81%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION6.9K shares-3.52%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS105.9K shares0.12%2026-03-312026-04-17

IJR ISHARES TR52.4K shares-2.42%2026-03-312026-04-17

VB VANGUARD INDEX FDS24.7K shares3.91%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR209.8K shares-1.55%2026-03-312026-04-17

AMZN AMAZON COM INC30.3K shares-1.50%2026-03-312026-04-17

AVDE AMERICAN CENTY ETF TR71.9K shares2.69%2026-03-312026-04-17

Sponsored

MUNI PIMCO ETF TR114.5K shares8.09%2026-03-312026-04-17

MSFT MICROSOFT CORP15.7K shares1.91%2026-03-312026-04-17

SPAB SPDR SERIES TRUST225.3K shares0.82%2026-03-312026-04-17

POCT INNOVATOR ETFS TRUST132.5K shares-3.95%2026-03-312026-04-17

ALPHABET INC ALPHABET INC19.8K shares4.22%2026-03-312026-04-17

GLD SPDR GOLD TR13.2K shares0.88%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO19.0K shares4.97%2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS106.5K shares2.12%2026-03-312026-04-17

Sponsored

XLRE SELECT SECTOR SPDR TR123.7K shares-26.61%2026-03-312026-04-17

IWP ISHARES TR38.5K shares31.67%2026-03-312026-04-17

FMAT FIDELITY COVINGTON TRUST81.3K shares8.04%2026-03-312026-04-17

AFL AFLAC INC42.2K shares0.01%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS42.2K shares-2.66%2026-03-312026-04-17

ALPHABET INC ALPHABET INC16.0K shares-1.53%2026-03-312026-04-17

ISCG ISHARES TR82.6K shares7.62%2026-03-312026-04-17

VAW VANGUARD WORLD FD19.2K shares-4.28%2026-03-312026-04-17

Sponsored

JPST J P MORGAN EXCHANGE TRADED F82.4K shares11.93%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L108.5K shares21.42%2026-03-312026-04-17

VYMI VANGUARD WHITEHALL FDS43.5K shares1.51%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON16.5K shares-3.43%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST63.8K shares11.86%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR24.3K shares1.13%2026-03-312026-04-17

VSS VANGUARD INTL EQUITY INDEX F26.8K shares0.53%2026-03-312026-04-17

VTI VANGUARD INDEX FDS12.1K shares-1.23%2026-03-312026-04-17

Sponsored

XLE SELECT SECTOR SPDR TR62.1K shares-0.58%2026-03-312026-04-17

FLMI FRANKLIN TEMPLETON ETF TR152.6K shares40.14%2026-03-312026-04-17

VDC VANGUARD WORLD FD15.5K shares2.29%2026-03-312026-04-17

IWF ISHARES TR7.8K shares-1.77%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS39.7K shares12.39%2026-03-312026-04-17

PJUL INNOVATOR ETFS TRUST70.1K shares-5.32%2026-03-312026-04-17

ITA ISHARES TR14.4K shares2.80%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP5.1K shares4.83%2026-03-312026-04-17

Sponsored

IGHG PROSHARES TR38.7K shares-9.83%2026-03-312026-04-17

WMT WALMART INC23.8K shares0.55%2026-03-312026-04-17

MGC VANGUARD WORLD FD12.5K shares26.84%2026-03-312026-04-17

LLY ELI LILLY & CO3.2K shares-4.61%2026-03-312026-04-17

HSCZ ISHARES TR73.0K shares19.34%2026-03-312026-04-17

IVW ISHARES TR25.2K shares3.71%2026-03-312026-04-17

VO VANGUARD INDEX FDS9.9K shares7.47%2026-03-312026-04-17

TSLA TESLA INC7.6K shares0.68%2026-03-312026-04-17

Sponsored

CVX CHEVRON CORPORATION13.5K shares-8.53%2026-03-312026-04-17

SMMU PIMCO ETF TR55.1K shares8.83%2026-03-312026-04-17

DTD WISDOMTREE TR32.1K shares-5.72%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW20.7K shares1.41%2026-03-312026-04-17

DBEF DBX ETF TR53.9K shares-2.52%2026-03-312026-04-17

XLY SELECT SECTOR SPDR TR24.0K shares4.08%2026-03-312026-04-17

KO COCA COLA CO33.6K shares0.21%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC15.8K shares-0.20%2026-03-312026-04-17

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T53.2K shares8.58%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS11.3K shares-5.83%2026-03-312026-04-17

FBCG FIDELITY COVINGTON TRUST48.5K shares21.63%2026-03-312026-04-17

SPGI S&P GLOBAL INC5.5K shares-2.73%2026-03-312026-04-17

AVUS AMERICAN CENTY ETF TR21.0K shares6.88%2026-03-312026-04-17

EVMO MORGAN STANLEY ETF TRUST45.9K shares7.61%2026-03-312026-04-17

GLDM WORLD GOLD TR24.9K shares2.66%2026-03-312026-04-17

SPYV SPDR SERIES TRUST39.8K shares-7.20%2026-03-312026-04-17

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T15.2K shares-3.77%2026-03-312026-04-17

HD HOME DEPOT INC6.7K shares-1.42%2026-03-312026-04-17

FTEC FIDELITY COVINGTON TRUST10.4K shares-7.07%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC9.4K shares13.60%2026-03-312026-04-17

CMI CUMMINS INC3.9K shares-6.82%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS44.1K shares16.84%2026-03-312026-04-17

NANR SPDR INDEX SHS FDS24.5K sharesnew addition2026-03-312026-04-17

NLR VANECK ETF TRUST15.0K shares16.85%2026-03-312026-04-17

Sponsored

XOM EXXON MOBIL CORP11.6K shares6.36%2026-03-312026-04-17

V VISA INC6.5K shares-33.02%2026-03-312026-04-17

XLU SELECT SECTOR SPDR TR41.9K shares-6.78%2026-03-312026-04-17

FDVV FIDELITY COVINGTON TRUST34.5K shares-5.30%2026-03-312026-04-17

FYC FIRST TR EXCHANGE-TRADED ALP19.6K shares2.31%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR13.8K shares-5.42%2026-03-312026-04-17

NOCT INNOVATOR ETFS TRUST31.9K shares-1.52%2026-03-312026-04-17

DGRO ISHARES TR25.5K shares-2.62%2026-03-312026-04-17

Sponsored

GE AEROSPACE GE AEROSPACE6.0K shares-0.67%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS7.0K shares2.52%2026-03-312026-04-17

ABBV ABBVIE INC7.6K shares-0.24%2026-03-312026-04-17

CALF PACER FDS TR36.7K shares-55.67%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC32.8K shares-6.24%2026-03-312026-04-17

MO ALTRIA GROUP INC23.7K shares0.02%2026-03-312026-04-17

OEF ISHARES TR4.8K shares-4.46%2026-03-312026-04-17

IWB ISHARES TR4.3K shares-2.37%2026-03-312026-04-17

Sponsored

AEP AMERICAN ELEC PWR CO INC11.5K shares0.02%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F26.5K shares-3.81%2026-03-312026-04-17

FMDE FIDELITY COVINGTON TRUST39.9K shares-0.19%2026-03-312026-04-17

NSC NORFOLK SOUTHN CORP4.6K shares-1.34%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR13.2K shares11.67%2026-03-312026-04-17

FXO FIRST TR EXCHANGE-TRADED FD23.2K shares1.57%2026-03-312026-04-17

IWD ISHARES TR6.1K shares-1.95%2026-03-312026-04-17

VBR VANGUARD INDEX FDS6.0K shares8.52%2026-03-312026-04-17

Sponsored

QCOM QUALCOMM INC10.0K shares0.27%2026-03-312026-04-17

ISCF ISHARES TR30.0K shares-0.26%2026-03-312026-04-17

FTGC FIRST TR EXCHANGE TRAD FD VI40.1K shares11.29%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR7.8K shares-9.46%2026-03-312026-04-17

FELC FIDELITY COVINGTON TRUST31.3K shares-0.11%2026-03-312026-04-17

NFLX NETFLIX INC.11.7K shares-1.51%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS23.6K shares-9.91%2026-03-312026-04-17

T AT&T INC38.1K shares12.50%2026-03-312026-04-17

Sponsored

DIS DISNEY WALT CO11.4K shares-10.08%2026-03-312026-04-17

BKIE BNY MELLON ETF TRUST11.7K shares317.00%2026-03-312026-04-17

TFC TRUIST FINL CORP23.8K shares2.47%2026-03-312026-04-17

IVE ISHARES TR5.2K shares-4.69%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR21.9K shares-15.95%2026-03-312026-04-17

AVIG AMERICAN CENTY ETF TR25.5K shares124.40%2026-03-312026-04-17

VXUS VANGUARD STAR FDS13.6K shares12.60%2026-03-312026-04-17

SPYG SPDR SERIES TRUST10.7K shares1.13%2026-03-312026-04-17

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE24.5K shares0.19%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC3.1K shares-23.85%2026-03-312026-04-17

FAD FIRST TR EXCHANGE-TRADED ALP6.5K shares5.69%2026-03-312026-04-17

NNN NNN REIT INC23.8K shares0.60%2026-03-312026-04-17

PG PROCTER & GAMBLE CO6.6K shares-2.26%2026-03-312026-04-17

QTUM ETF SER SOLUTIONS8.8K shares8.31%2026-03-312026-04-17

PFEB INNOVATOR ETFS TRUST22.9K shares1.06%2026-03-312026-04-17

VOT VANGUARD INDEX FDS3.5K shares3.45%2026-03-312026-04-17

Sponsored

BROADCOM INC BROADCOM INC2.9K shares18.40%2026-03-312026-04-17

JFLX J P MORGAN EXCHANGE TRADED F17.7K shares157.95%2026-03-312026-04-17

GILD GILEAD SCIENCES INC6.3K shares-10.23%2026-03-312026-04-17

IYW ISHARES TR4.7K sharesnew addition2026-03-312026-04-17

NJUL INNOVATOR ETFS TRUST12.0K shares-4.68%2026-03-312026-04-17

SO SOUTHERN CO8.9K shares0.25%2026-03-312026-04-17

FENY FIDELITY COVINGTON TRUST25.1K sharesnew addition2026-03-312026-04-17

FVAL FIDELITY COVINGTON TRUST12.3K shares13.44%2026-03-312026-04-17

Sponsored

NOC NORTHROP GRUMMAN CORP1.2K shares0.00%2026-03-312026-04-17

FHLC FIDELITY COVINGTON TRUST11.9K shares27.38%2026-03-312026-04-17

BA BOEING CO4.2K shares0.12%2026-03-312026-04-17

IWR ISHARES TR8.5K shares-1.61%2026-03-312026-04-17

CSX CSX CORP19.3K shares3.45%2026-03-312026-04-17

UTF COHEN & STEERS INFRASTRUCTUR29.6K shares-6.90%2026-03-312026-04-17

SPYM SPDR SERIES TRUST9.9K shares127.36%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC6.3K shares1.08%2026-03-312026-04-17

Sponsored

RTX RTX CORPORATION3.9K shares6.31%2026-03-312026-04-17

ORCL ORACLE CORP5.1K shares9.13%2026-03-312026-04-17

IWM ISHARES TR3.0K shares2.00%2026-03-312026-04-17

BSCR INVESCO EXCH TRD SLF IDX FD37.7K shares-4.61%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-17

CITIGROUP INC CITIGROUP INC6.3K shares-0.05%2026-03-312026-04-17

META META PLATFORMS INC1.2K shares23.08%2026-03-312026-04-17

VHT VANGUARD WORLD FD2.5K shares0.04%2026-03-312026-04-17

Sponsored

GS GOLDMAN SACHS GROUP INC769 shares6.81%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 401.0K shares-2.15%2026-03-312026-04-17

SDY SPDR SERIES TRUST4.3K shares-2.45%2026-03-312026-04-17

UTG REAVES UTIL INCOME FD16.0K shares-0.86%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC3.0K shares-10.13%2026-03-312026-04-17

IEV ISHARES TR8.9K shares0.00%2026-03-312026-04-17

JMTG J P MORGAN EXCHANGE TRADED F11.6K shares2.31%2026-03-312026-04-17

CAT CATERPILLAR INC795 shares15.22%2026-03-312026-04-17

Sponsored

XAR SPDR SERIES TRUST2.2K shares2.56%2026-03-312026-04-17

OCTW AIM ETF PRODUCTS TRUST14.3K shares0.00%2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC2.0K shares-0.15%2026-03-312026-04-17

FPE FIRST TR EXCH TRADED FD III30.5K shares0.76%2026-03-312026-04-17

RY ROYAL BK CDA3.3K shares0.18%2026-03-312026-04-17

PDI PIMCO DYNAMIC INCOME FD30.7K shares2.16%2026-03-312026-04-17

ABT ABBOTT LABORATORIES5.1K shares2.39%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC3.5K shares0.00%2026-03-312026-04-17

Sponsored

ISHARES GOLD TR ISHARES GOLD TR5.8K shares-1.57%2026-03-312026-04-17

VDE VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-04-17

PEP PEPSICO INC3.3K shares8.39%2026-03-312026-04-17

AMGN AMGEN INC1.4K shares-8.66%2026-03-312026-04-17

BAC BANK AMERICA CORP10.1K shares-4.45%2026-03-312026-04-17

NFEB INNOVATOR ETFS TRUST17.8K shares-0.52%2026-03-312026-04-17

CWB SPDR SERIES TRUST5.2K shares6.64%2026-03-312026-04-17

VGIT VANGUARD SCOTTSDALE FDS8.0K shares37.33%2026-03-312026-04-17

Sponsored

IEMG ISHARES INC6.8K shares61.09%2026-03-312026-04-17

DFAX DIMENSIONAL ETF TRUST13.8K shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC1.3K shares4.98%2026-03-312026-04-17

REMX VANECK ETF TRUST5.3K shares0.00%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC2.8K shares-10.39%2026-03-312026-04-17

BSCS INVESCO EXCH TRD SLF IDX FD22.1K shares-7.70%2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC1.7K shares4.21%2026-03-312026-04-17

BND VANGUARD BD INDEX FDS6.1K shares0.25%2026-03-312026-04-17

Sponsored

JPRE J P MORGAN EXCHANGE TRADED F9.2K shares0.31%2026-03-312026-04-17

ITB ISHARES TR4.9K shares0.20%2026-03-312026-04-17

VFH VANGUARD WORLD FD3.7K shares25.38%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares36.85%2026-03-312026-04-17

MCD MCDONALDS CORP1.3K shares-0.96%2026-03-312026-04-17

CSCO CISCO SYS INC5.3K shares11.68%2026-03-312026-04-17

BAC-PL BANK AMERICA CORP346 shares-7.73%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS4.6K shares-12.42%2026-03-312026-04-17

Sponsored

UNP UNION PAC CORP1.7K shares1.71%2026-03-312026-04-17

MPC MARATHON PETE CORP1.7K shares0.36%2026-03-312026-04-17

RPM RPM INTL INC4.0K shares0.00%2026-03-312026-04-17

DSTL ETF SER SOLUTIONS6.8K shares0.00%2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR4.7K shares3.71%2026-03-312026-04-17

BSCQ INVESCO EXCH TRD SLF IDX FD19.8K shares-8.84%2026-03-312026-04-17

LOW LOWES COS INC1.6K shares0.62%2026-03-312026-04-17

IQLT ISHARES TR8.3K shares-5.91%2026-03-312026-04-17

Sponsored

MGK VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-17

NEE NEXTERA ENERGY INC4.1K shares2.97%2026-03-312026-04-17

PSEP INNOVATOR ETFS TRUST8.8K shares0.00%2026-03-312026-04-17

FLOT ISHARES TR7.2K shares1.89%2026-03-312026-04-17

ICSH ISHARES TR7.3K shares-19.35%2026-03-312026-04-17

NAPR INNOVATOR ETFS TRUST6.7K shares-0.87%2026-03-312026-04-17

ROK ROCKWELL AUTOMATION INC1.0K shares0.00%2026-03-312026-04-17

EFA ISHARES TR3.7K shares-51.25%2026-03-312026-04-17

Sponsored

ONEQ FIDELITY COMWLTH TR4.2K shares-20.52%2026-03-312026-04-17

COPY RBB FUND TRUST26.3K shares0.00%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares10.58%2026-03-312026-04-17

MCK MCKESSON CORP412 shares-14.70%2026-03-312026-04-17

GEV GE VERNOVA INC407 shares-3.55%2026-03-312026-04-17

SCHR SCHWAB STRATEGIC TR14.1K shares31.89%2026-03-312026-04-17

DVY ISHARES TR2.3K shares1.70%2026-03-312026-04-17

FITB FIFTH THIRD BANCORP7.3K shares0.84%2026-03-312026-04-17

Sponsored

AMAT APPLIED MATLS INC960 shares-0.10%2026-03-312026-04-17

SOXX ISHARES TR981 shares5.83%2026-03-312026-04-17

LMBS FIRST TR EXCHANGE-TRADED FD6.5K shares3.20%2026-03-312026-04-17

OKE ONEOK INC NEW3.5K shares1.89%2026-03-312026-04-17

HMOP HARTFORD FDS EXCHANGE TRADED8.2K shares0.65%2026-03-312026-04-17

PAUG INNOVATOR ETFS TRUST7.2K shares0.00%2026-03-312026-04-17

NJAN INNOVATOR ETFS TRUST5.7K shares4.37%2026-03-312026-04-17

MGV VANGUARD WORLD FD2.1K shares-2.83%2026-03-312026-04-17

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD1.9K sharesnew addition2026-03-312026-04-17

PFN PIMCO INCOME STRATEGY FD II43.9K shares-4.75%2026-03-312026-04-17

VGK VANGUARD INTL EQUITY INDEX F3.6K shares19.73%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II1.2K shares0.08%2026-03-312026-04-17

IWN ISHARES TR1.5K shares0.00%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO968 shares2.22%2026-03-312026-04-17

VICR VICOR CORP1.8K sharesnew addition2026-03-312026-04-17

SPMO INVESCO EXCH TRADED FD TR II2.5K shares-4.51%2026-03-312026-04-17

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.7K shares14.61%2026-03-312026-04-17

IXUS ISHARES TR3.2K shares0.00%2026-03-312026-04-17

DDEC FIRST TR EXCHNG TRADED FD VI6.2K shares0.00%2026-03-312026-04-17

MARM FIRST TR EXCHNG TRADED FD VI8.2K shares0.00%2026-03-312026-04-17

IVT INVENTRUST PPTYS CORP8.7K shares-1.74%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F5.3K shares0.00%2026-03-312026-04-17

SLV ISHARES SILVER TR3.9K shares1.38%2026-03-312026-04-17

FDX FEDEX CORP737 shares-5.63%2026-03-312026-04-17

Sponsored

HCA HCA HEALTHCARE INC546 shares0.18%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F3.4K shares0.03%2026-03-312026-04-17

FI FISERV INC4.6K shares-3.88%2026-03-312026-04-17

PSA PUBLIC STORAGE OPER CO936 shares0.11%2026-03-312026-04-17

AZO AUTOZONE INC75 sharesnew addition2026-03-312026-04-17

FSMB FIRST TR EXCH TRADED FD III12.4K shares0.00%2026-03-312026-04-17

VFF VILLAGE FARMS INTL INC86.0K shares0.00%2026-03-312026-04-17

PFE PFIZER INC8.7K shares-42.46%2026-03-312026-04-17

Sponsored

FNDE SCHWAB STRATEGIC TR6.4K shares0.00%2026-03-312026-04-17

EQT CORP EQT CORP3.8K shares0.26%2026-03-312026-04-17

WMB WILLIAMS COS INC3.3K sharesnew addition2026-03-312026-04-17

EXPO EXPONENT INC3.7K shares-21.66%2026-03-312026-04-17

UITB VICTORY PORTFOLIOS II5.0K shares0.70%2026-03-312026-04-17

WELL WELLTOWER INC1.2K shares8.80%2026-03-312026-04-17

DE DEERE & CO420 sharesnew addition2026-03-312026-04-17

BOTZ GLOBAL X FDS7.1K shares-4.16%2026-03-312026-04-17

Sponsored

AGG ISHARES TR2.3K shares0.04%2026-03-312026-04-17

KMI KINDER MORGAN INC DEL6.4K sharesnew addition2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR8.6K shares-18.50%2026-03-312026-04-17

TIP ISHARES TR1.9K sharesnew addition2026-03-312026-04-17

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-04-17

VV VANGUARD INDEX FDS710 shares0.28%2026-03-312026-04-17

ENB ENBRIDGE INC3.9K sharesnew addition2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP753 shares0.00%2026-03-312026-04-17

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP977 sharesnew addition2026-03-312026-04-17

SPMD SPDR SERIES TRUST3.5K shares-2.55%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC2.1K shares0.95%2026-03-312026-04-17

VOE VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-17

FAF FIRST AMERN FINL CORP3.4K shares0.00%2026-03-312026-04-17

ARKW ARK ETF TR1.7K sharesnew addition2026-03-312026-04-17

BSCT INVESCO EXCH TRD SLF IDX FD10.8K shares-15.74%2026-03-312026-04-17

ETW EATON VANCE TAX-MANAGED GLOB22.2K shares-2.15%2026-03-312026-04-17

Sponsored

DNP DNP SELECT INCOME FD INC15.0K sharesnew addition2026-03-312026-04-17

PUTNAM ETF TRUST PUTNAM ETF TRUST19.8K sharesnew addition2026-03-312026-04-17

AVIR ATEA PHARMACEUTICALS INC24.5K shares0.00%2026-03-312026-04-17

JPC NUVEEN PFD & INCOME OPPORTUN11.5K shares1.16%2026-03-312026-04-17

ADT ADT INC DEL10.0K shares0.01%2026-03-312026-04-17

HLLY HOLLEY INC21.2K shares0.00%2026-03-312026-04-17

VUG

VANGUARD INDEX FDS

3.06%

Shares96.1K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

1.70%

Shares61.7K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

-7.03%

Shares452.6K

Event2026-03-31

Filed2026-04-17

FNDX

SCHWAB STRATEGIC TR

5.47%

Shares882.3K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

-9.78%

Shares120.1K

Event2026-03-31

Filed2026-04-17

FBND

FIDELITY MERRIMACK STR TR

10.26%

Shares507.7K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-2.53%

Shares33.9K

Event2026-03-31

Filed2026-04-17

JPIE

J P MORGAN EXCHANGE TRADED F

8.70%

Shares472.5K

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

11.02%

Shares277.0K

Event2026-03-31

Filed2026-04-17

AVUV

AMERICAN CENTY ETF TR

32.75%

Shares181.0K

Event2026-03-31

Filed2026-04-17

SCHF

SCHWAB STRATEGIC TR

10.49%

Shares756.7K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-0.82%

Shares73.0K

Event2026-03-31

Filed2026-04-17

ICVT

ISHARES TR

2.46%

Shares179.9K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

0.35%

Shares117.8K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

3.10%

Shares28.3K

Event2026-03-31

Filed2026-04-17

JPIB

J P MORGAN EXCHANGE TRADED F

9.65%

Shares351.6K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

-8.01%

Shares336.1K

Event2026-03-31

Filed2026-04-17

IWY

ISHARES TR

8.19%

Shares65.4K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

19.28%

Shares172.2K

Event2026-03-31

Filed2026-04-17

SPTI

SPDR SERIES TRUST

8.16%

Shares491.7K

Event2026-03-31

Filed2026-04-17

AVLV

AMERICAN CENTY ETF TR

1.58%

Shares174.3K

Event2026-03-31

Filed2026-04-17

DFUS

DIMENSIONAL ETF TRUST

5.77%

Shares196.6K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

4.78%

Shares298.3K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

-0.45%

Shares18.1K

Event2026-03-31

Filed2026-04-17

IOO

ISHARES TR

0.14%

Shares101.7K

Event2026-03-31

Filed2026-04-17

SPSB

SPDR SERIES TRUST

7.80%

Shares404.9K

Event2026-03-31

Filed2026-04-17

USTB

VICTORY PORTFOLIOS II

10.52%

Shares232.0K

Event2026-03-31

Filed2026-04-17

FENI

FIDELITY COVINGTON TRUST

42.92%

Shares303.6K

Event2026-03-31

Filed2026-04-17

FSTA

FIDELITY COVINGTON TRUST

-3.75%

Shares215.8K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-2.26%

Shares157.3K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

5.45%

Shares131.3K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

5.99%

Shares351.7K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-1.09%

Shares21.2K

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-14.46%

Shares129.2K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

-3.79%

Shares18.7K

Event2026-03-31

Filed2026-04-17

SPMB

SPDR SERIES TRUST

3.86%

Shares415.5K

Event2026-03-31

Filed2026-04-17

SJNK

SPDR SERIES TRUST

1.68%

Shares347.1K

Event2026-03-31

Filed2026-04-17

VCSH

VANGUARD SCOTTSDALE FDS

6.69%

Shares108.1K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-2.12%

Shares49.0K

Event2026-03-31

Filed2026-04-17

GARP

ISHARES TR

273.31%

Shares133.4K

Event2026-03-31

Filed2026-04-17

SDVY

FIRST TR EXCHANGE TRADED FD

0.98%

Shares215.4K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-2.23%

Shares13.0K

Event2026-03-31

Filed2026-04-17

DFIV

DIMENSIONAL ETF TRUST

1.37%

Shares153.4K

Event2026-03-31

Filed2026-04-17

UCON

FIRST TR EXCHNG TRADED FD VI

-0.70%

Shares312.9K

Event2026-03-31

Filed2026-04-17

IMCG

ISHARES TR

22.84%

Shares97.9K

Event2026-03-31

Filed2026-04-17

VGSH

VANGUARD SCOTTSDALE FDS

0.91%

Shares130.7K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TR EXCHANGE TRADED FD

10.85%

Shares111.1K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

-39.78%

Shares68.7K

Event2026-03-31

Filed2026-04-17

IHI

ISHARES TR

-3.81%

Shares131.7K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-3.52%

Shares6.9K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

0.12%

Shares105.9K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-2.42%

Shares52.4K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

3.91%

Shares24.7K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-1.55%

Shares209.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-1.50%

Shares30.3K

Event2026-03-31

Filed2026-04-17

AVDE

AMERICAN CENTY ETF TR

2.69%

Shares71.9K

Event2026-03-31

Filed2026-04-17

MUNI

PIMCO ETF TR

8.09%

Shares114.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

1.91%

Shares15.7K

Event2026-03-31

Filed2026-04-17

SPAB

SPDR SERIES TRUST

0.82%

Shares225.3K

Event2026-03-31

Filed2026-04-17

POCT

INNOVATOR ETFS TRUST

-3.95%

Shares132.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

4.22%

Shares19.8K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

0.88%

Shares13.2K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

4.97%

Shares19.0K

Event2026-03-31

Filed2026-04-17

VTIP

VANGUARD MALVERN FDS

2.12%

Shares106.5K

Event2026-03-31

Filed2026-04-17

XLRE

SELECT SECTOR SPDR TR

-26.61%

Shares123.7K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR

31.67%

Shares38.5K

Event2026-03-31

Filed2026-04-17

FMAT

FIDELITY COVINGTON TRUST

8.04%

Shares81.3K

Event2026-03-31

Filed2026-04-17

AFL

AFLAC INC

0.01%

Shares42.2K

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

-2.66%

Shares42.2K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.53%

Shares16.0K

Event2026-03-31

Filed2026-04-17

ISCG

ISHARES TR

7.62%

Shares82.6K

Event2026-03-31

Filed2026-04-17

VAW

VANGUARD WORLD FD

-4.28%

Shares19.2K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

11.93%

Shares82.4K

Event2026-03-31

Filed2026-04-17

EPD

ENTERPRISE PRODS PARTNERS L

21.42%

Shares108.5K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

1.51%

Shares43.5K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-3.43%

Shares16.5K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

11.86%

Shares63.8K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

1.13%

Shares24.3K

Event2026-03-31

Filed2026-04-17

VSS

VANGUARD INTL EQUITY INDEX F

0.53%

Shares26.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-1.23%

Shares12.1K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

-0.58%

Shares62.1K

Event2026-03-31

Filed2026-04-17

FLMI

FRANKLIN TEMPLETON ETF TR

40.14%

Shares152.6K

Event2026-03-31

Filed2026-04-17

VDC

VANGUARD WORLD FD

2.29%

Shares15.5K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-1.77%

Shares7.8K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

12.39%

Shares39.7K

Event2026-03-31

Filed2026-04-17

PJUL

INNOVATOR ETFS TRUST

-5.32%

Shares70.1K

Event2026-03-31

Filed2026-04-17

ITA

ISHARES TR

2.80%

Shares14.4K

Event2026-03-31

Filed2026-04-17

LMT

LOCKHEED MARTIN CORP

4.83%

Shares5.1K

Event2026-03-31

Filed2026-04-17

IGHG

PROSHARES TR

-9.83%

Shares38.7K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

0.55%

Shares23.8K

Event2026-03-31

Filed2026-04-17

MGC

VANGUARD WORLD FD

26.84%

Shares12.5K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-4.61%

Shares3.2K

Event2026-03-31

Filed2026-04-17

HSCZ

ISHARES TR

19.34%

Shares73.0K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

3.71%

Shares25.2K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

7.47%

Shares9.9K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

0.68%

Shares7.6K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-8.53%

Shares13.5K

Event2026-03-31

Filed2026-04-17

SMMU

PIMCO ETF TR

8.83%

Shares55.1K

Event2026-03-31

Filed2026-04-17

DTD

WISDOMTREE TR

-5.72%

Shares32.1K

Event2026-03-31

Filed2026-04-17

DUKE ENERGY CORP NEW

1.41%

Shares20.7K

Event2026-03-31

Filed2026-04-17

DBEF

DBX ETF TR

-2.52%

Shares53.9K

Event2026-03-31

Filed2026-04-17

XLY

SELECT SECTOR SPDR TR

4.08%

Shares24.0K

Event2026-03-31

Filed2026-04-17

COCA COLA CO

0.21%

Shares33.6K

Event2026-03-31

Filed2026-04-17

PANW

PALO ALTO NETWORKS INC

-0.20%

Shares15.8K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

8.58%

Shares53.2K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

-5.83%

Shares11.3K

Event2026-03-31

Filed2026-04-17

FBCG

FIDELITY COVINGTON TRUST

21.63%

Shares48.5K

Event2026-03-31

Filed2026-04-17

SPGI

S&P GLOBAL INC

-2.73%

Shares5.5K

Event2026-03-31

Filed2026-04-17

AVUS

AMERICAN CENTY ETF TR

6.88%

Shares21.0K

Event2026-03-31

Filed2026-04-17

EVMO

MORGAN STANLEY ETF TRUST

7.61%

Shares45.9K

Event2026-03-31

Filed2026-04-17

GLDM

WORLD GOLD TR

2.66%

Shares24.9K

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

-7.20%

Shares39.8K

Event2026-03-31

Filed2026-04-17

XMMO

INVESCO EXCHANGE TRADED FD T

-3.77%

Shares15.2K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

-1.42%

Shares6.7K

Event2026-03-31

Filed2026-04-17

FTEC

FIDELITY COVINGTON TRUST

-7.07%

Shares10.4K

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

13.60%

Shares9.4K

Event2026-03-31

Filed2026-04-17

CMI

CUMMINS INC

-6.82%

Shares3.9K

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD SCOTTSDALE FDS

16.84%

Shares44.1K

Event2026-03-31

Filed2026-04-17

NANR

SPDR INDEX SHS FDS

New

Shares24.5K

Event2026-03-31

Filed2026-04-17

NLR

VANECK ETF TRUST

16.85%

Shares15.0K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

6.36%

Shares11.6K

Event2026-03-31

Filed2026-04-17

VISA INC

-33.02%

Shares6.5K

Event2026-03-31

Filed2026-04-17

XLU

SELECT SECTOR SPDR TR

-6.78%

Shares41.9K

Event2026-03-31

Filed2026-04-17

FDVV

FIDELITY COVINGTON TRUST

-5.30%

Shares34.5K

Event2026-03-31

Filed2026-04-17

FYC

FIRST TR EXCHANGE-TRADED ALP

2.31%

Shares19.6K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

-5.42%

Shares13.8K

Event2026-03-31

Filed2026-04-17

NOCT

INNOVATOR ETFS TRUST

-1.52%

Shares31.9K

Event2026-03-31

Filed2026-04-17

DGRO

ISHARES TR

-2.62%

Shares25.5K

Event2026-03-31

Filed2026-04-17

GE AEROSPACE

-0.67%

Shares6.0K

Event2026-03-31

Filed2026-04-17

IBM

INTERNATIONAL BUSINESS MACHS

2.52%

Shares7.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-0.24%

Shares7.6K

Event2026-03-31

Filed2026-04-17

CALF

PACER FDS TR

-55.67%

Shares36.7K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-6.24%

Shares32.8K

Event2026-03-31

Filed2026-04-17

ALTRIA GROUP INC

0.02%

Shares23.7K

Event2026-03-31

Filed2026-04-17

OEF

ISHARES TR

-4.46%

Shares4.8K

Event2026-03-31

Filed2026-04-17

IWB

ISHARES TR

-2.37%

Shares4.3K

Event2026-03-31

Filed2026-04-17

AEP

AMERICAN ELEC PWR CO INC

0.02%

Shares11.5K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-3.81%

Shares26.5K

Event2026-03-31

Filed2026-04-17

FMDE

FIDELITY COVINGTON TRUST

-0.19%

Shares39.9K

Event2026-03-31

Filed2026-04-17

NSC

NORFOLK SOUTHN CORP

-1.34%

Shares4.6K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

11.67%

Shares13.2K

Event2026-03-31

Filed2026-04-17

FXO

FIRST TR EXCHANGE-TRADED FD

1.57%

Shares23.2K

Event2026-03-31

Filed2026-04-17

IWD

ISHARES TR

-1.95%

Shares6.1K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

8.52%

Shares6.0K

Event2026-03-31

Filed2026-04-17

QCOM

QUALCOMM INC

0.27%

Shares10.0K

Event2026-03-31

Filed2026-04-17

ISCF

ISHARES TR

-0.26%

Shares30.0K

Event2026-03-31

Filed2026-04-17

FTGC

FIRST TR EXCHANGE TRAD FD VI

11.29%

Shares40.1K

Event2026-03-31

Filed2026-04-17

XLV

SELECT SECTOR SPDR TR

-9.46%

Shares7.8K

Event2026-03-31

Filed2026-04-17

FELC

FIDELITY COVINGTON TRUST

-0.11%

Shares31.3K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

-1.51%

Shares11.7K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

-9.91%

Shares23.6K

Event2026-03-31

Filed2026-04-17

AT&T INC

12.50%

Shares38.1K

Event2026-03-31

Filed2026-04-17

DIS

DISNEY WALT CO

-10.08%

Shares11.4K

Event2026-03-31

Filed2026-04-17

BKIE

BNY MELLON ETF TRUST

317.00%

Shares11.7K

Event2026-03-31

Filed2026-04-17

TFC

TRUIST FINL CORP

2.47%

Shares23.8K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

-4.69%

Shares5.2K

Event2026-03-31

Filed2026-04-17

XLF

SELECT SECTOR SPDR TR

-15.95%

Shares21.9K

Event2026-03-31

Filed2026-04-17

AVIG

AMERICAN CENTY ETF TR

124.40%

Shares25.5K

Event2026-03-31

Filed2026-04-17

VXUS

VANGUARD STAR FDS

12.60%

Shares13.6K

Event2026-03-31

Filed2026-04-17

SPYG

SPDR SERIES TRUST

1.13%

Shares10.7K

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

0.19%

Shares24.5K

Event2026-03-31

Filed2026-04-17

MICRON TECHNOLOGY INC

-23.85%

Shares3.1K

Event2026-03-31

Filed2026-04-17

FAD

FIRST TR EXCHANGE-TRADED ALP

5.69%

Shares6.5K

Event2026-03-31

Filed2026-04-17

NNN

NNN REIT INC

0.60%

Shares23.8K

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

-2.26%

Shares6.6K

Event2026-03-31

Filed2026-04-17

QTUM

ETF SER SOLUTIONS

8.31%

Shares8.8K

Event2026-03-31

Filed2026-04-17

PFEB

INNOVATOR ETFS TRUST

1.06%

Shares22.9K

Event2026-03-31

Filed2026-04-17

VOT

VANGUARD INDEX FDS

3.45%

Shares3.5K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

18.40%

Shares2.9K

Event2026-03-31

Filed2026-04-17

JFLX

J P MORGAN EXCHANGE TRADED F

157.95%

Shares17.7K

Event2026-03-31

Filed2026-04-17

GILD

GILEAD SCIENCES INC

-10.23%

Shares6.3K

Event2026-03-31

Filed2026-04-17

IYW

ISHARES TR

New

Shares4.7K

Event2026-03-31

Filed2026-04-17

NJUL

INNOVATOR ETFS TRUST

-4.68%

Shares12.0K

Event2026-03-31

Filed2026-04-17

SOUTHERN CO

0.25%

Shares8.9K

Event2026-03-31

Filed2026-04-17

FENY

FIDELITY COVINGTON TRUST

New

Shares25.1K

Event2026-03-31

Filed2026-04-17

FVAL

FIDELITY COVINGTON TRUST

13.44%

Shares12.3K

Event2026-03-31

Filed2026-04-17

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-17

FHLC

FIDELITY COVINGTON TRUST

27.38%

Shares11.9K

Event2026-03-31

Filed2026-04-17

BOEING CO

0.12%

Shares4.2K

Event2026-03-31

Filed2026-04-17

IWR

ISHARES TR

-1.61%

Shares8.5K

Event2026-03-31

Filed2026-04-17

CSX

CSX CORP

3.45%

Shares19.3K

Event2026-03-31

Filed2026-04-17

UTF

COHEN & STEERS INFRASTRUCTUR

-6.90%

Shares29.6K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

127.36%

Shares9.9K

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

1.08%

Shares6.3K

Event2026-03-31

Filed2026-04-17

RTX

RTX CORPORATION

6.31%

Shares3.9K

Event2026-03-31

Filed2026-04-17

ORCL

ORACLE CORP

9.13%

Shares5.1K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

2.00%

Shares3.0K

Event2026-03-31

Filed2026-04-17

BSCR

INVESCO EXCH TRD SLF IDX FD

-4.61%

Shares37.7K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-17

CITIGROUP INC

-0.05%

Shares6.3K

Event2026-03-31

Filed2026-04-17