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The Analysis of Claro Advisors Inc.'s Holdings & P&L

Currently, Claro Advisors Inc. holds 506 types of securities in its portfolio with a total value $830.1M. In the most recent quarter, they have increased their positions in VEA (+414.7K shares, valued at $26.6M), CORO (+472.9K shares, valued at $15.2M), VWO (+171.4K shares, valued at $9.3M); decreased their positions in MGC (-37.6K shares, valued at $8.9M), IEMG (-58.4K shares, valued at $4.1M), DYNF (-60.4K shares, valued at $3.5M); initiated new positions in CORO (+472.9K shares, valued at $15.2M), VWO (+171.4K shares, valued at $9.3M), HUBS (+24.9K shares, valued at $6.1M).

1M P&L

-62.5M-7.08%

3M P&L

-44.9M-5.19%

HY P&L

-23.0M-2.72%

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/A414.4M

57.8%

2Software - Infrastructure26.3M

3.7%

3Consumer Electronics24.8M

3.5%

Top Industries by Stock Count

1N/A211 stocks

45.1%

2Insurance - Property & Casualty15 stocks

3.2%

3Software - Application14 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS75.6K shares20.49%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS427.6K shares3198.13%2026-03-312026-04-21

IWD ISHARES TR127.5K shares-1.93%2026-03-312026-04-21

IWF ISHARES TR60.6K shares0.34%2026-03-312026-04-21

AAPL APPLE INC97.6K shares9.93%2026-03-312026-04-21

NVDA NVIDIA CORPORATION118.9K shares14.51%2026-03-312026-04-21

MSFT MICROSOFT CORP52.8K shares25.73%2026-03-312026-04-21

AMZN AMAZON COM INC87.7K shares35.43%2026-03-312026-04-21

Sponsored

IUSB ISHARES TR341.1K shares11.54%2026-03-312026-04-21

CORO BLACKROCK ETF TRUST472.9K sharesnew addition2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR26.1K shares3.52%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T21.4K shares-3.57%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST238.1K shares-20.22%2026-03-312026-04-21

IVV ISHARES TR20.8K shares8.71%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO40.5K shares4.80%2026-03-312026-04-21

META META PLATFORMS INC16.8K shares9.68%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC33.1K shares15.32%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F171.4K sharesnew addition2026-03-312026-04-21

BROADCOM INC BROADCOM INC29.0K shares14.53%2026-03-312026-04-21

QUAL ISHARES TR45.6K shares-6.15%2026-03-312026-04-21

ALPHABET INC ALPHABET INC29.5K shares12.77%2026-03-312026-04-21

VTI VANGUARD INDEX FDS26.1K shares75.82%2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST37.6K shares2.51%2026-03-312026-04-21

IEMG ISHARES INC108.2K shares-35.07%2026-03-312026-04-21

Sponsored

XOM EXXON MOBIL CORP43.3K shares3.77%2026-03-312026-04-21

THRO BLACKROCK ETF TRUST190.8K shares2.94%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR221.1K shares0.09%2026-03-312026-04-21

HUBS HUBSPOT INC24.9K sharesnew addition2026-03-312026-04-21

MTUM ISHARES TR25.1K shares4.30%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON22.6K shares4.50%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD79.6K shares0.55%2026-03-312026-04-21

TSLA TESLA INC14.5K shares18.25%2026-03-312026-04-21

Sponsored

WMT WALMART INC42.6K shares15.48%2026-03-312026-04-21

GLDM WORLD GOLD TR56.7K sharesnew addition2026-03-312026-04-21

ABBV ABBVIE INC23.4K shares8.64%2026-03-312026-04-21

VB VANGUARD INDEX FDS18.8K shares2.95%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F85.5K shares3.50%2026-03-312026-04-21

SHLD GLOBAL X FDS66.8K shares41.22%2026-03-312026-04-21

IEFA ISHARES TR51.2K shares85.58%2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF82.8K shares-8.14%2026-03-312026-04-21

Sponsored

ITOT ISHARES TR30.6K shares8.89%2026-03-312026-04-21

OEF ISHARES TR13.4K shares32.17%2026-03-312026-04-21

HD HOME DEPOT INC12.3K shares5.26%2026-03-312026-04-21

PG PROCTER & GAMBLE CO27.3K shares-1.25%2026-03-312026-04-21

IJH ISHARES TR57.3K shares4.87%2026-03-312026-04-21

KLAC KLA CORP2.6K shares0.39%2026-03-312026-04-21

TLH ISHARES TR37.8K shares15.76%2026-03-312026-04-21

CSCO CISCO SYS INC47.8K shares6.41%2026-03-312026-04-21

Sponsored

FV FIRST TR EXCHANGE TRADED FD60.9K shares-0.44%2026-03-312026-04-21

SGOV ISHARES TR36.5K shares24.69%2026-03-312026-04-21

MCD MCDONALDS CORP11.4K shares2.31%2026-03-312026-04-21

SMH VANECK ETF TRUST9.1K shares2.17%2026-03-312026-04-21

LLY ELI LILLY & CO3.8K shares20.19%2026-03-312026-04-21

HON HONEYWELL INTL INC14.1K shares1.54%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR128.0K shares863.08%2026-03-312026-04-21

CSHI NEOS ETF TRUST63.1K shares-27.48%2026-03-312026-04-21

Sponsored

VMBS VANGUARD SCOTTSDALE FDS66.4K shares10.97%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS61.9K shares35.64%2026-03-312026-04-21

SPTM SPDR SERIES TRUST37.5K shares6.66%2026-03-312026-04-21

NFLX NETFLIX INC.29.9K shares8.56%2026-03-312026-04-21

TD TORONTO DOMINION BK ONT29.1K shares-0.65%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS53.1K shares1.97%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN29.1K shares8.00%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II49.5K shares7.40%2026-03-312026-04-21

Sponsored

IWM ISHARES TR9.8K shares6.51%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION2.4K shares16.02%2026-03-312026-04-21

IGSB ISHARES TR46.2K shares-2.50%2026-03-312026-04-21

TJX TJX COS INC NEW14.6K shares15.30%2026-03-312026-04-21

BAC BANK AMERICA CORP46.8K shares8.70%2026-03-312026-04-21

MUB ISHARES TR20.7K shares14.28%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC6.0K shares-0.48%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.4K shares23.20%2026-03-312026-04-21

Sponsored

TRV TRAVELERS COMPANIES INC7.1K shares18.45%2026-03-312026-04-21

MCK MCKESSON CORP2.4K shares20.20%2026-03-312026-04-21

V VISA INC6.8K shares18.40%2026-03-312026-04-21

PEP PEPSICO INC13.2K shares-16.47%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR23.0K shares-46.65%2026-03-312026-04-21

IWP ISHARES TR15.2K shares-0.36%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD39.7K shares-23.40%2026-03-312026-04-21

CALF PACER FDS TR41.4K shares-1.68%2026-03-312026-04-21

Sponsored

MGC VANGUARD WORLD FD7.8K shares-82.83%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND9.2K shares-4.71%2026-03-312026-04-21

XLG INVESCO EXCHANGE TRADED FD T33.1K shares14.54%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR11.1K shares162.26%2026-03-312026-04-21

CAIE CALAMOS ETF TR71.6K shares2.01%2026-03-312026-04-21

GLD SPDR GOLD TR4.0K shares24.95%2026-03-312026-04-21

IRM IRON MTN INC DEL16.7K shares1.36%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC12.9K shares0.99%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ5.1K shares0.73%2026-03-312026-04-21

RTX RTX CORPORATION8.6K shares5.78%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.7K shares1.01%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP2.7K shares14.06%2026-03-312026-04-21

ORCL ORACLE CORP11.0K shares-4.10%2026-03-312026-04-21

BUFD FIRST TR EXCHNG TRADED FD VI56.8K shares4.49%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC9.9K shares-2.80%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW12.0K shares2.06%2026-03-312026-04-21

Sponsored

BDYN BLACKROCK ETF TRUST63.1K shares1.66%2026-03-312026-04-21

ZALT INNOVATOR ETFS TRUST46.9K shares-0.61%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO25.1K shares44.47%2026-03-312026-04-21

DIS DISNEY WALT CO15.8K shares5.41%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR60.3K shares110.60%2026-03-312026-04-21

KO COCA COLA CO19.2K shares5.07%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP2.1K shares0.52%2026-03-312026-04-21

YUM YUM BRANDS INC9.4K shares0.55%2026-03-312026-04-21

Sponsored

USMV ISHARES TR15.5K shares0.03%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC9.8K shares7.24%2026-03-312026-04-21

VUG VANGUARD INDEX FDS3.3K shares20.13%2026-03-312026-04-21

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF31.9K shares0.51%2026-03-312026-04-21

PZA INVESCO EXCH TRADED FD TR II61.8K sharesnew addition2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC11.6K shares-3.35%2026-03-312026-04-21

NVDL GRANITESHARES ETF TR19.2K shares-0.09%2026-03-312026-04-21

EFG ISHARES TR12.5K shares-24.21%2026-03-312026-04-21

Sponsored

AVUV AMERICAN CENTY ETF TR12.6K shares6.58%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC27.5K shares8.98%2026-03-312026-04-21

CVX CHEVRON CORPORATION6.6K shares19.38%2026-03-312026-04-21

BITB BITWISE BITCOIN ETF TR37.1K shares-45.59%2026-03-312026-04-21

EFV ISHARES TR18.2K shares-57.98%2026-03-312026-04-21

EMR EMERSON ELEC CO10.2K shares0.65%2026-03-312026-04-21

DGRO ISHARES TR18.9K shares0.53%2026-03-312026-04-21

PFE PFIZER INC46.9K shares-0.53%2026-03-312026-04-21

Sponsored

XLE SELECT SECTOR SPDR TR21.0K shares-6.97%2026-03-312026-04-21

BDVL BLACKROCK ETF TRUST51.8K shares19.88%2026-03-312026-04-21

MTZ MASTEC INC4.0K shares7.81%2026-03-312026-04-21

CGNG CAPITAL GROUP NEW GEOGRAPHY40.0K shares-4.05%2026-03-312026-04-21

AMGN AMGEN INC3.6K shares11.23%2026-03-312026-04-21

BALT INNOVATOR ETFS TRUST37.1K shares-3.23%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L32.8K shares0.58%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS5.1K shares19.13%2026-03-312026-04-21

Sponsored

PBFR PGIM ROCK ETF TR42.0K shares43.92%2026-03-312026-04-21

HDV ISHARES TR8.8K shares1.07%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO4.7K shares10.08%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR40.7K shares7.59%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE4.1K shares23.83%2026-03-312026-04-21

ET ENERGY TRANSFER L P59.8K shares0.00%2026-03-312026-04-21

IWX ISHARES TR12.4K shares24.21%2026-03-312026-04-21

AMAT APPLIED MATLS INC3.3K shares4.11%2026-03-312026-04-21

Sponsored

VGM INVESCO TR INVT GRADE MUNS112.5K shares-0.79%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC4.1K shares3.71%2026-03-312026-04-21

THG HANOVER INS GROUP INC6.2K shares30.23%2026-03-312026-04-21

IJS ISHARES TR9.0K shares2.12%2026-03-312026-04-21

MET METLIFE INC15.0K shares14.03%2026-03-312026-04-21

T AT&T INC36.3K shares43.94%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR21.0K shares10.40%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC2.6K shares0.08%2026-03-312026-04-21

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD61.5K shares22.53%2026-03-312026-04-21

BIL SPDR SERIES TRUST11.0K shares-3.03%2026-03-312026-04-21

SHYG ISHARES TR23.8K shares6.20%2026-03-312026-04-21

SFLR INNOVATOR ETFS TRUST28.1K shares-0.32%2026-03-312026-04-21

GLW CORNING INC7.2K shares-0.54%2026-03-312026-04-21

SO SOUTHERN CO10.0K shares-2.23%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR20.9K shares14.08%2026-03-312026-04-21

TLT ISHARES TR11.1K shares-20.24%2026-03-312026-04-21

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET31.6K shares-34.23%2026-03-312026-04-21

FEZ SPDR INDEX SHS FDS15.2K shares21.51%2026-03-312026-04-21

BXMT BLACKSTONE MORTGAGE TRUST IN48.9K shares9.45%2026-03-312026-04-21

BOXX EA SERIES TRUST7.9K shares55.64%2026-03-312026-04-21

RWK INVESCO EXCH TRADED FD TR II7.2K shares0.25%2026-03-312026-04-21

FDV FEDERATED HERMES ETF TRUST29.7K shares10.39%2026-03-312026-04-21

IJR ISHARES TR7.3K shares-0.07%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI26.6K shares-4.93%2026-03-312026-04-21

Sponsored

BA BOEING CO4.5K shares10.61%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR37.8K shares-2.77%2026-03-312026-04-21

GEV GE VERNOVA INC999 shares8.59%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC5.3K shares-5.66%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR33.9K shares1.72%2026-03-312026-04-21

SPYI NEOS ETF TRUST17.4K shares1.18%2026-03-312026-04-21

NVO NOVO-NORDISK A S23.2K shares10.91%2026-03-312026-04-21

DJUL FIRST TR EXCHNG TRADED FD VI18.1K shares-0.96%2026-03-312026-04-21

Sponsored

BND VANGUARD BD INDEX FDS11.4K shares40.64%2026-03-312026-04-21

SRE SEMPRA8.6K shares0.53%2026-03-312026-04-21

USTB VICTORY PORTFOLIOS II16.4K shares-16.31%2026-03-312026-04-21

ETHW BITWISE ETHEREUM ETF54.6K shares-12.92%2026-03-312026-04-21

DRAFTKINGS INC NEW DRAFTKINGS INC NEW37.3K shares-4.09%2026-03-312026-04-21

QFLR INNOVATOR ETFS TRUST24.0K shares-1.07%2026-03-312026-04-21

IYH ISHARES TR12.9K shares4.94%2026-03-312026-04-21

COWZ PACER FDS TR12.7K shares-0.24%2026-03-312026-04-21

Sponsored

RWJ INVESCO EXCH TRADED FD TR II15.7K shares0.22%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC10.5K shares6.82%2026-03-312026-04-21

MA MASTERCARD INCORPORATED1.5K shares23.18%2026-03-312026-04-21

BSCQ INVESCO EXCH TRD SLF IDX FD38.1K shares-35.21%2026-03-312026-04-21

IWB ISHARES TR2.1K shares41.55%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares12.00%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO8.5K shares-14.66%2026-03-312026-04-21

ADI ANALOG DEVICES INC2.3K shares1.07%2026-03-312026-04-21

Sponsored

IVW ISHARES TR6.4K shares-3.52%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC1.6K shares-5.81%2026-03-312026-04-21

EMXC ISHARES INC9.1K shares-28.05%2026-03-312026-04-21

NEM NEWMONT CORP6.6K shares103.18%2026-03-312026-04-21

CRM SALESFORCE INC3.7K shares30.99%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.0K shares-2.34%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND1.5K shares0.13%2026-03-312026-04-21

MS MORGAN STANLEY4.1K shares4.58%2026-03-312026-04-21

Sponsored

NBSD NEUBERGER BERMAN ETF TRUST13.4K sharesnew addition2026-03-312026-04-21

BUFH FIRST TR EXCHNG TRADED FD VI32.5K shares25.12%2026-03-312026-04-21

NKE NIKE INC12.7K shares98.05%2026-03-312026-04-21

ES EVERSOURCE ENERGY9.6K shares-0.44%2026-03-312026-04-21

IJJ ISHARES TR4.9K shares-6.94%2026-03-312026-04-21

AZZ AZZ INC5.1K shares52.14%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC3.1K shares14.50%2026-03-312026-04-21

WFC WELLS FARGO & CO7.9K shares1.11%2026-03-312026-04-21

Sponsored

AXP AMERICAN EXPRESS CO2.0K shares74.49%2026-03-312026-04-21

NBXG NEUBERGER NEXT GENERATION47.7K shares-10.01%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.2K sharesnew addition2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC1.7K shares0.77%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR4.6K shares-23.54%2026-03-312026-04-21

JMST J P MORGAN EXCHANGE TRADED F11.9K shares-23.71%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC5.3K shares12.05%2026-03-312026-04-21

OKE ONEOK INC NEW6.7K shares1.03%2026-03-312026-04-21

Sponsored

SHOP SHOPIFY INC5.1K shares-0.10%2026-03-312026-04-21

WM WASTE MGMT INC DEL2.6K shares9.80%2026-03-312026-04-21

CFA VICTORY PORTFOLIOS II6.5K shares9.27%2026-03-312026-04-21

GILD GILEAD SCIENCES INC4.2K sharesnew addition2026-03-312026-04-21

MNST MONSTER BEVERAGE CORP NEW8.0K shares28.89%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-2.08%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares19.17%2026-03-312026-04-21

PAVE GLOBAL X FDS11.3K shares-3.76%2026-03-312026-04-21

Sponsored

VTV VANGUARD INDEX FDS2.9K shares96.49%2026-03-312026-04-21

EPAM EPAM SYS INC4.2K sharesnew addition2026-03-312026-04-21

IVE ISHARES TR2.7K shares-6.76%2026-03-312026-04-21

CENCORA INC CENCORA INC1.8K shares119.49%2026-03-312026-04-21

SPYM SPDR SERIES TRUST7.3K shares59.52%2026-03-312026-04-21

ESS ESSEX PPTY TR INC2.3K shares1.06%2026-03-312026-04-21

YMAR FIRST TR EXCHNG TRADED FD VI20.2K shares-2.28%2026-03-312026-04-21

CAH CARDINAL HEALTH INC2.6K sharesnew addition2026-03-312026-04-21

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F6.3K shares47.42%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP4.5K shares3.08%2026-03-312026-04-21

CAT CATERPILLAR INC752 shares36.23%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF13.8K shares14.85%2026-03-312026-04-21

SBUX STARBUCKS CORP5.9K shares2.61%2026-03-312026-04-21

QXO QXO INC26.9K shares-38.13%2026-03-312026-04-21

PSEC PROSPECT CAP CORP197.4K shares2.60%2026-03-312026-04-21

LINDE PLC LINDE PLC1.0K shares21.80%2026-03-312026-04-21

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GTLB GITLAB INC23.5K shares23.00%2026-03-312026-04-21

COP CONOCOPHILLIPS3.9K shares6.38%2026-03-312026-04-21

SPMD SPDR SERIES TRUST8.6K shares3.05%2026-03-312026-04-21

LAZARD INC LAZARD INC11.9K shares-0.03%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC1.2K shares1.77%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC8.7K shares3.89%2026-03-312026-04-21

LQD ISHARES TR4.6K shares43.60%2026-03-312026-04-21

BUFS FIRST TR EXCHNG TRADED FD VI21.6K shares19.49%2026-03-312026-04-21

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DGRW WISDOMTREE TR5.7K shares10.76%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP5.3K shares91.74%2026-03-312026-04-21

SPSM SPDR SERIES TRUST10.2K shares3.50%2026-03-312026-04-21

IEI ISHARES TR4.1K sharesnew addition2026-03-312026-04-21

SANM SANMINA CORP3.8K sharesnew addition2026-03-312026-04-21

SYK STRYKER CORPORATION1.5K shares5.91%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F6.4K shares12.27%2026-03-312026-04-21

BUFY FIRST TR EXCHNG TRADED FD VI21.4K shares28.60%2026-03-312026-04-21

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PNC PNC FINL SVCS GROUP INC2.3K shares4.39%2026-03-312026-04-21

VXF VANGUARD INDEX FDS2.3K shares59.35%2026-03-312026-04-21

ALL ALLSTATE CORP2.3K sharesnew addition2026-03-312026-04-21

UFPI UFP INDUSTRIES INC5.1K shares1.53%2026-03-312026-04-21

NAD NUVEEN QUALITY MUNCP INCOME40.7K shares0.00%2026-03-312026-04-21

XAR SPDR SERIES TRUST1.8K shares-11.86%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC4.7K shares-2.37%2026-03-312026-04-21

GM GENERAL MTRS CO6.2K shares6.15%2026-03-312026-04-21

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EXPD EXPEDITORS INTL WASH INC3.2K shares85.94%2026-03-312026-04-21

BSCR INVESCO EXCH TRD SLF IDX FD23.6K shares-3.37%2026-03-312026-04-21

BABA ALIBABA GROUP HLDG LTD3.7K shares37.31%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC543 shares15.78%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS9.7K shares-0.63%2026-03-312026-04-21

ABT ABBOTT LABORATORIES4.4K shares15.22%2026-03-312026-04-21

GEL GENESIS ENERGY L P25.5K shares0.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.5K shares-0.98%2026-03-312026-04-21

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CMCSA COMCAST CORP NEW15.7K shares36.90%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS9.8K shares0.00%2026-03-312026-04-21

CTA SIMPLIFY EXCHANGE TRADED FUN14.8K sharesnew addition2026-03-312026-04-21

COKE COCA COLA CONS INC2.3K sharesnew addition2026-03-312026-04-21

IUSV ISHARES TR4.3K shares5.15%2026-03-312026-04-21

FTRB FEDERATED HERMES ETF TRUST17.5K shares-2.78%2026-03-312026-04-21

REGN REGENERON PHARMACEUTICALS568 shares1.97%2026-03-312026-04-21

DBMF LITMAN GREGORY FDS TR14.5K sharesnew addition2026-03-312026-04-21

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FDN FIRST TR EXCHANGE-TRADED FD1.9K shares1.92%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC1.3K shares34.07%2026-03-312026-04-21

EA ELECTRONIC ARTS INC2.1K shares98.20%2026-03-312026-04-21

ADBE ADOBE INC1.8K shares153.90%2026-03-312026-04-21

CPSD CALAMOS ETF TR16.4K shares-1.21%2026-03-312026-04-21

UTHR UNITED THERAPEUTICS CORP DEL716 sharesnew addition2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD4.5K shares0.78%2026-03-312026-04-21

VXUS VANGUARD STAR FDS5.4K shares0.00%2026-03-312026-04-21

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NEE NEXTERA ENERGY INC4.5K shares4.62%2026-03-312026-04-21

SDG ISHARES TR4.9K shares-0.32%2026-03-312026-04-21

IEUR ISHARES TR5.9K shares-14.85%2026-03-312026-04-21

QCOM QUALCOMM INC3.2K shares-2.77%2026-03-312026-04-21

EES WISDOMTREE TR7.1K shares0.07%2026-03-312026-04-21

MBB ISHARES TR4.3K shares37.20%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC6.9K shares7.00%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC3.0K sharesnew addition2026-03-312026-04-21

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WRB BERKLEY W R CORP6.1K sharesnew addition2026-03-312026-04-21

FXU FIRST TR EXCHANGE-TRADED FD8.1K shares0.05%2026-03-312026-04-21

ROST ROSS STORES INC1.8K sharesnew addition2026-03-312026-04-21

EME EMCOR GROUP INC538 sharesnew addition2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD8.0K shares-12.28%2026-03-312026-04-21

CPNQ CALAMOS ETF TR14.9K shares-0.33%2026-03-312026-04-21

IGM ISHARES TR3.3K shares-6.29%2026-03-312026-04-21

HCA HCA HEALTHCARE INC828 sharesnew addition2026-03-312026-04-21

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FDL FIRST TR EXCHANGE-TRADED FD7.7K shares0.22%2026-03-312026-04-21

CME CME GROUP INC1.3K shares3.43%2026-03-312026-04-21

INCY INCYTE CORP4.2K sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.2K shares0.00%2026-03-312026-04-21

PGR PROGRESSIVE CORP2.0K sharesnew addition2026-03-312026-04-21

LDOS LEIDOS HOLDINGS INC2.5K sharesnew addition2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC788 shares2.20%2026-03-312026-04-21

MO ALTRIA GROUP INC5.8K sharesnew addition2026-03-312026-04-21

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NOW SERVICENOW INC3.7K shares-18.46%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC828 shares15.32%2026-03-312026-04-21

MOAT VANECK ETF TRUST3.9K shares0.00%2026-03-312026-04-21

FTXL FIRST TR EXCHANGE TRADED FD2.6K shares0.00%2026-03-312026-04-21

NYT NEW YORK TIMES CO MTN BE4.5K sharesnew addition2026-03-312026-04-21

YEAR AB ACTIVE ETFS INC7.5K shares-15.71%2026-03-312026-04-21

VFLO VICTORY PORTFOLIOS II9.6K shares-10.35%2026-03-312026-04-21

FSK FS KKR CAP CORP36.7K sharesnew addition2026-03-312026-04-21

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MLI MUELLER INDS INC3.4K sharesnew addition2026-03-312026-04-21

BILS SPDR SERIES TRUST3.7K shares30.34%2026-03-312026-04-21

EXEL EXELIXIS INC8.6K sharesnew addition2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD3.9K shares0.00%2026-03-312026-04-21

XEL XCEL ENERGY INC4.6K shares1.39%2026-03-312026-04-21

BWA BORGWARNER INC6.7K sharesnew addition2026-03-312026-04-21

AGG ISHARES TR3.7K shares-1.93%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC3.2K shares-4.71%2026-03-312026-04-21

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YUMC YUM CHINA HLDGS INC7.4K shares0.50%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC2.9K shares1.60%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP399 shares-1.97%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS4.0K shares3.13%2026-03-312026-04-21

VO VANGUARD INDEX FDS1.2K shares-1.19%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 40578 shares-2.36%2026-03-312026-04-21

VLO VALERO ENERGY CORP1.4K sharesnew addition2026-03-312026-04-21

BDJ BLACKROCK ENHANCED EQUITY DI41.1K shares-2.38%2026-03-312026-04-21

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ADSK AUTODESK INC1.5K shares-4.71%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD5.6K shares-5.04%2026-03-312026-04-21

EIX EDISON INTL4.8K shares20.66%2026-03-312026-04-21

NVS NOVARTIS AG2.3K shares9.36%2026-03-312026-04-21

MISL FIRST TR EXCHANGE-TRADED FD7.8K shares0.01%2026-03-312026-04-21

LAUR LAUREATE ED INC10.0K sharesnew addition2026-03-312026-04-21

CF CF INDUSTRIES HOLD2.7K sharesnew addition2026-03-312026-04-21

USFD US FOODS HLDG CORP3.8K sharesnew addition2026-03-312026-04-21

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FBTC FIDELITY WISE ORIGIN BITCOIN5.9K shares-4.07%2026-03-312026-04-21

YETH ROUNDHILL ETF TRUST30.3K shares-2.01%2026-03-312026-04-21

RSST TIDAL TRUST II12.2K shares-0.02%2026-03-312026-04-21

DG DOLLAR GEN CORP2.9K sharesnew addition2026-03-312026-04-21

IOCT INNOVATOR ETFS TRUST9.6K shares-1.78%2026-03-312026-04-21

SYSB ISHARES TR3.7K shares-2.27%2026-03-312026-04-21

PAYX PAYCHEX INC3.6K shares21.96%2026-03-312026-04-21

UNP UNION PAC CORP1.3K shares9.67%2026-03-312026-04-21

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ACWI ISHARES TR2.3K sharesnew addition2026-03-312026-04-21

ULTA ULTA BEAUTY INC617 sharesnew addition2026-03-312026-04-21

ORI OLD REP INTL CORP8.1K sharesnew addition2026-03-312026-04-21

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ICE INTERCONTINENTAL EXCHANGE IN2.0K shares18.78%2026-03-312026-04-21

EFA ISHARES TR3.3K shares-10.38%2026-03-312026-04-21

SIXG ETF SER SOLUTIONS4.7K shares-1.05%2026-03-312026-04-21

AVSC AMERICAN CENTY ETF TR5.1K shares-8.32%2026-03-312026-04-21

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ACWX ISHARES TR4.7K shares-6.16%2026-03-312026-04-21

BUG GLOBAL X FDS12.7K shares88.88%2026-03-312026-04-21

MTG MGIC INVT CORP WIS12.0K sharesnew addition2026-03-312026-04-21

FHI FEDERATED HERMES INC5.6K sharesnew addition2026-03-312026-04-21

FXO FIRST TR EXCHANGE-TRADED FD5.6K shares0.09%2026-03-312026-04-21

ENVX ENOVIX CORPORATION60.8K shares0.16%2026-03-312026-04-21

FDX FEDEX CORP877 shares12.58%2026-03-312026-04-21

AFL AFLAC INC2.8K sharesnew addition2026-03-312026-04-21

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GL GLOBE LIFE INC2.2K sharesnew addition2026-03-312026-04-21

MCY MERCURY GENL CORP NEW3.5K sharesnew addition2026-03-312026-04-21

KR KROGER CO4.2K sharesnew addition2026-03-312026-04-21

YBTC ROUNDHILL ETF TRUST14.6K shares-9.14%2026-03-312026-04-21

AOM ISHARES TR6.5K shares0.00%2026-03-312026-04-21

INTC INTEL CORP6.9K shares5.01%2026-03-312026-04-21

NU NU HLDGS LTD21.0K shares-7.36%2026-03-312026-04-21

URI UNITED RENTALS INC414 shares1.47%2026-03-312026-04-21

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MPLX MPLX LP5.3K shares0.00%2026-03-312026-04-21

EXPE EXPEDIA GROUP INC1.3K sharesnew addition2026-03-312026-04-21

EOG EOG RES INC2.1K sharesnew addition2026-03-312026-04-21

CCK CROWN HLDGS INC3.0K sharesnew addition2026-03-312026-04-21

IUSG ISHARES TR1.9K shares-2.39%2026-03-312026-04-21

IWL ISHARES TR1.9K sharesnew addition2026-03-312026-04-21

DLTR DOLLAR TREE INC2.7K sharesnew addition2026-03-312026-04-21

CSGS CSG SYS INTL INC3.7K sharesnew addition2026-03-312026-04-21

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JEPQ J P MORGAN EXCHANGE TRADED F5.3K shares34.94%2026-03-312026-04-21

PRDO PERDOCEO ED CORP7.9K sharesnew addition2026-03-312026-04-21

FOXA FOX CORP5.0K sharesnew addition2026-03-312026-04-21

DHR DANAHER CORP DEL1.5K shares22.29%2026-03-312026-04-21

MMM 3M CO2.0K shares0.50%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC3.4K shares53.67%2026-03-312026-04-21

GDLC GRAYSCALE COINDESK CRYPTO9.3K shares-1.06%2026-03-312026-04-21

SLV ISHARES SILVER TR4.2K shares1.56%2026-03-312026-04-21

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CINF CINCINNATI FINL CORP1.8K sharesnew addition2026-03-312026-04-21

CPNS CALAMOS ETF TR10.5K shares-0.95%2026-03-312026-04-21

TTC TORO CO3.0K sharesnew addition2026-03-312026-04-21

HOLX HOLOGIC INC3.7K sharesnew addition2026-03-312026-04-21

FAST FASTENAL CO6.1K shares1.85%2026-03-312026-04-21

THC TENET HEALTHCARE CORP1.5K sharesnew addition2026-03-312026-04-21

NDAQ NASDAQ INC3.3K shares4.65%2026-03-312026-04-21

BITWISE FUNDS TRUST BITWISE FUNDS TRUST14.9K shares-0.55%2026-03-312026-04-21

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IXUS ISHARES TR3.2K shares5.80%2026-03-312026-04-21

IDXX IDEXX LABS INC498 shares0.00%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR9.1K shares-43.33%2026-03-312026-04-21

CALAMOS ETF TR CALAMOS ETF TR11.6K sharesnew addition2026-03-312026-04-21

SSO PROSHARES TR5.3K shares-10.68%2026-03-312026-04-21

RDTE ROUNDHILL ETF TRUST10.1K shares11.97%2026-03-312026-04-21

IYW ISHARES TR1.5K shares10.53%2026-03-312026-04-21

ECL ECOLAB INC1.0K shares4.36%2026-03-312026-04-21

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QQQI NEOS ETF TRUST5.5K shares2.66%2026-03-312026-04-21

ETH GRAYSCALE ETHEREUM STAKING13.7K shares-7.65%2026-03-312026-04-21

EALT INNOVATOR ETFS TRUST8.0K shares2.56%2026-03-312026-04-21

EFAV ISHARES TR2.9K shares0.00%2026-03-312026-04-21

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.5K sharesnew addition2026-03-312026-04-21

ETW EATON VANCE TAX-MANAGED GLOB30.5K shares-2.53%2026-03-312026-04-21

ELV ELEVANCE HEALTH INC FORMERLY908 shares-12.61%2026-03-312026-04-21

MMC MARSH & MCLENNAN COS INC1.5K shares-0.26%2026-03-312026-04-21

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PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-04-21

VOE VANGUARD INDEX FDS1.4K shares25.94%2026-03-312026-04-21

APP APPLOVIN CORP662 shares3.76%2026-03-312026-04-21

FOX FOX CORP4.9K sharesnew addition2026-03-312026-04-21

YOU CLEAR SECURE INC5.4K sharesnew addition2026-03-312026-04-21

BST BLACKROCK SCIENCE & TECHNOLO7.1K shares-0.44%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR3.1K sharesnew addition2026-03-312026-04-21

FIX COMFORT SYS USA INC185 sharesnew addition2026-03-312026-04-21

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PCG PG&E CORP14.5K shares7.34%2026-03-312026-04-21

AMP AMERIPRISE FINL INC568 sharesnew addition2026-03-312026-04-21

EBAY EBAY INC.2.8K sharesnew addition2026-03-312026-04-21

FNF FIDELITY NATL FINL INC5.4K sharesnew addition2026-03-312026-04-21

LOW LOWES COS INC1.0K shares18.62%2026-03-312026-04-21

NTCT NETSCOUT SYS INC7.7K sharesnew addition2026-03-312026-04-21

IDCC INTERDIGITAL INC812 sharesnew addition2026-03-312026-04-21

ARKQ ARK ETF TR2.2K shares-0.91%2026-03-312026-04-21

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AIZ ASSURANT INC1.1K sharesnew addition2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC4.3K shares-0.14%2026-03-312026-04-21

APH AMPHENOL CORP1.9K shares5.10%2026-03-312026-04-21

BSJQ INVESCO EXCH TRD SLF IDX FD10.4K shares-10.26%2026-03-312026-04-21

TRGP TARGA RES CORP959 sharesnew addition2026-03-312026-04-21

MCRI MONARCH CASINO & RESORT INC2.5K sharesnew addition2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.4K shares-6.81%2026-03-312026-04-21

EWBC EAST WEST BANCORP INC2.2K shares0.36%2026-03-312026-04-21

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ICSH ISHARES TR4.7K shares14.44%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-21

SEIC SEI INVTS CO3.0K sharesnew addition2026-03-312026-04-21

ETHE GRAYSCALE ETHEREUM STAKING E13.8K shares-1.39%2026-03-312026-04-21

CNX CNX RES CORP6.1K sharesnew addition2026-03-312026-04-21

CALM CAL MAINE FOODS INC3.0K sharesnew addition2026-03-312026-04-21

BBBY BED BATH & BEYOND INC50.4K shares4.73%2026-03-312026-04-21

MSTR STRATEGY INC1.9K shares0.97%2026-03-312026-04-21

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FTDR FRONTDOOR INC4.4K sharesnew addition2026-03-312026-04-21

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE11.8K sharesnew addition2026-03-312026-04-21

PYPL PAYPAL HLDGS INC5.1K shares8.17%2026-03-312026-04-21

CGBL CAPITAL GROUP CORE BALANCED6.7K shares0.00%2026-03-312026-04-21

HALO HALOZYME THERAPEUTICS INC3.6K sharesnew addition2026-03-312026-04-21

DHI D R HORTON INC1.7K sharesnew addition2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR7.5K sharesnew addition2026-03-312026-04-21

WAB WABTEC919 sharesnew addition2026-03-312026-04-21

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FGD FIRST TR EXCHANGE-TRADED FD7.2K shares0.04%2026-03-312026-04-21

INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC9.2K shares-18.28%2026-03-312026-04-21

ADM ARCHER DANIELS MIDLAND CO3.1K sharesnew addition2026-03-312026-04-21

PWR QUANTA SVCS INC409 sharesnew addition2026-03-312026-04-21

HCI HCI GROUP INC1.4K sharesnew addition2026-03-312026-04-21

NXST NEXSTAR MEDIA GROUP INC1.2K sharesnew addition2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC858 sharesnew addition2026-03-312026-04-21

CNA CNA FINL CORP4.8K sharesnew addition2026-03-312026-04-21

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PJT PJT PARTNERS INC1.6K sharesnew addition2026-03-312026-04-21

SUPN SUPERNUS PHARMACEUTICALS4.3K sharesnew addition2026-03-312026-04-21

HELO J P MORGAN EXCHANGE TRADED F3.5K shares0.00%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-04-21

MPC MARATHON PETE CORP898 sharesnew addition2026-03-312026-04-21

TGT TARGET CORP1.8K sharesnew addition2026-03-312026-04-21

UNM UNUM GROUP3.0K sharesnew addition2026-03-312026-04-21

ATGE COVISTA INC1.9K sharesnew addition2026-03-312026-04-21

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MMIT NEW YORK LIFE INVTS ACTIVE E9.0K shares0.00%2026-03-312026-04-21

HMN HORACE MANN EDUCATORS CORP N5.0K sharesnew addition2026-03-312026-04-21

CASY CASEYS GEN STORES INC296 sharesnew addition2026-03-312026-04-21

TMUS T-MOBILE US INC1.0K sharesnew addition2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR8.1K sharesnew addition2026-03-312026-04-21

MMIN NEW YORK LIFE INVTS ACTIVE E9.0K shares0.00%2026-03-312026-04-21

FTI TECHNIPFMC PLC3.1K sharesnew addition2026-03-312026-04-21

HURN HURON CONSULTING GROUP INC1.7K sharesnew addition2026-03-312026-04-21

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IGV ISHARES TR2.6K sharesnew addition2026-03-312026-04-21

RUSHA RUSH ENTERPRISES INC3.2K sharesnew addition2026-03-312026-04-21

BYD BOYD GAMING CORP2.6K sharesnew addition2026-03-312026-04-21

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MUSA MURPHY USA INC427 sharesnew addition2026-03-312026-04-21

SYY SYSCO CORP3.0K sharesnew addition2026-03-312026-04-21

WDC WESTERN DIGITAL CORP777 sharesnew addition2026-03-312026-04-21

RING ISHARES INC2.7K shares-17.28%2026-03-312026-04-21

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BONDBLOXX ETF TRUST BONDBLOXX ETF TRUST4.2K sharesnew addition2026-03-312026-04-21

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RFLR INNOVATOR ETFS TRUST7.2K shares-5.65%2026-03-312026-04-21

LNG CHENIERE ENERGY INC733 sharesnew addition2026-03-312026-04-21

SPYD SPDR SERIES TRUST4.6K shares-27.89%2026-03-312026-04-21

JBL JABIL INC778 sharesnew addition2026-03-312026-04-21

SYF SYNCHRONY FINANCIAL3.0K sharesnew addition2026-03-312026-04-21

TBIL RBB FD INC4.1K sharesnew addition2026-03-312026-04-21

Sponsored

BSX BOSTON SCIENTIFIC CORP3.2K shares-16.09%2026-03-312026-04-21

BCO BRINKS CO2.0K sharesnew addition2026-03-312026-04-21

SNOW SNOWFLAKE INC1.3K shares0.30%2026-03-312026-04-21

LOPE GRAND CANYON ED INC1.2K sharesnew addition2026-03-312026-04-21

ENVA ENOVA INTL INC1.5K sharesnew addition2026-03-312026-04-21

CHRW C H ROBINSON WORLDWIDE IN1.2K sharesnew addition2026-03-312026-04-21

PUTNAM ETF TRUST PUTNAM ETF TRUST22.3K sharesnew addition2026-03-312026-04-21

BITWISE SOLANA STAKING ETF BITWISE SOLANA STAKING ETF16.1K shares0.76%2026-03-312026-04-21

Sponsored

PCT PURECYCLE TECHNOLOGIES INC33.9K shares-0.01%2026-03-312026-04-21

RIVN RIVIAN AUTOMOTIVE INC11.0K shares0.61%2026-03-312026-04-21

BBLU EA SERIES TRUST10.7K shares0.00%2026-03-312026-04-21

IEP ICAHN ENTERPRISES LP19.3K shares13.21%2026-03-312026-04-21

VANGUARD INDEX FDS

20.49%

Shares75.6K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

3198.13%

Shares427.6K

Event2026-03-31

Filed2026-04-21

IWD

ISHARES TR

-1.93%

Shares127.5K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.34%

Shares60.6K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

9.93%

Shares97.6K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

14.51%

Shares118.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

25.73%

Shares52.8K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

35.43%

Shares87.7K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

11.54%

Shares341.1K

Event2026-03-31

Filed2026-04-21

CORO

BLACKROCK ETF TRUST

New

Shares472.9K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

3.52%

Shares26.1K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-3.57%

Shares21.4K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

-20.22%

Shares238.1K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

8.71%

Shares20.8K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

4.80%

Shares40.5K

Event2026-03-31

Filed2026-04-21