Sponsored

The Analysis of CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's Holdings & P&L

Currently, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC holds 222 types of securities in its portfolio with a total value $6.8B. In the most recent quarter, they have increased their positions in VEA (+2.9M shares, valued at $186.6M), N/A (+200.8K shares, valued at $120.0M), BINC (+2.1M shares, valued at $110.3M); decreased their positions in VIGI (-2.0M shares, valued at $175.2M), SPAB (-5.9M shares, valued at $150.7M), SPHQ (-1.6M shares, valued at $117.3M); initiated new positions in BINC (+2.1M shares, valued at $110.3M), IGLB (+924.3K shares, valued at $45.9M), ADP (+32.8K shares, valued at $6.7M).

1M P&L

+73.0M+1.25%

3M P&L

+8.0M+0.14%

HY P&L

+339.1M+6.09%

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/A5.2B

96.0%

2Consumer Electronics43.1M

0.8%

3Software - Infrastructure27.4M

0.5%

Top Industries by Stock Count

1N/A158 stocks

75.2%

2Banks - Diversified5 stocks

2.4%

3Drug Manufacturers - General4 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARDINDEXFDS VANGUARDINDEXFDS2.3M shares9.58%2026-03-312026-04-09

VEA VANGUARDTAX-MANAGEDFDS10.9M shares36.59%2026-03-312026-04-09

SPHQ INVESCOEXCHANGETRADEDFDT7.4M shares-17.50%2026-03-312026-04-09

VTEB VANGUARDMUNBDFDS6.3M shares12.81%2026-03-312026-04-09

SPAB SPDRSERIESTRUST9.3M shares-38.67%2026-03-312026-04-09

SPSM SPDRSERIESTRUST4.9M shares41.09%2026-03-312026-04-09

VGIT VANGUARDSCOTTSDALEFDS3.9M shares54.84%2026-03-312026-04-09

VWO VANGUARDINTLEQUITYINDEXF4.1M shares43.67%2026-03-312026-04-09

Sponsored

MBB ISHARESTR1.9M shares79.61%2026-03-312026-04-09

NOBL PROSHARESTR1.4M shares3.88%2026-03-312026-04-09

SPIB SPDRSERIESTRUST4.3M shares-34.34%2026-03-312026-04-09

FLMI FRANKLINTEMPLETONETFTR5.2M shares121.10%2026-03-312026-04-09

BINC BLACKROCKETFTRUSTII2.1M sharesnew addition2026-03-312026-04-09

PZA INVESCOEXCHTRADEDFDTRII4.4M shares1.00%2026-03-312026-04-09

IEFA ISHARESTR1.1M shares-2.51%2026-03-312026-04-09

IVW ISHARESTR845.3K shares-6.09%2026-03-312026-04-09

Sponsored

SPYG SPDRSERIESTRUST974.7K shares-0.92%2026-03-312026-04-09

IVE ISHARESTR418.1K shares-7.64%2026-03-312026-04-09

DFAC DIMENSIONALETFTRUST1.7M shares-4.49%2026-03-312026-04-09

SCHB SCHWABSTRATEGICTR2.6M shares8.71%2026-03-312026-04-09

PFF ISHARESTR1.9M shares2.73%2026-03-312026-04-09

MUB ISHARESTR535.1K shares-8.06%2026-03-312026-04-09

VTI VANGUARDINDEXFDS174.8K shares6.76%2026-03-312026-04-09

JIRE JPMORGANEXCHANGETRADEDF714.0K shares13.49%2026-03-312026-04-09

Sponsored

QUAL ISHARESTR268.2K shares-15.26%2026-03-312026-04-09

ITM VANECKETFTRUST1.1M shares7045.35%2026-03-312026-04-09

IGLB ISHARESTR924.3K sharesnew addition2026-03-312026-04-09

AAPL APPLEINC169.8K shares-4.30%2026-03-312026-04-09

HYMB SPDRSERIESTRUST1.7M shares-27.27%2026-03-312026-04-09

IEMG ISHARESINC584.3K shares-4.27%2026-03-312026-04-09

DFAX DIMENSIONALETFTRUST1.2M shares-4.58%2026-03-312026-04-09

IVV ISHARESTR60.1K shares-10.78%2026-03-312026-04-09

Sponsored

IWY ISHARESTR150.5K shares-6.54%2026-03-312026-04-09

SCHG SCHWABSTRATEGICTR1.3M shares-19.39%2026-03-312026-04-09

SHM SPDRSERIESTRUST744.3K shares-56.63%2026-03-312026-04-09

CWI SPDRINDEXSHSFDS880.0K shares-18.06%2026-03-312026-04-09

SCHA SCHWABSTRATEGICTR966.2K shares26.65%2026-03-312026-04-09

MSFT MICROSOFTCORP74.0K shares15.74%2026-03-312026-04-09

IBTG ISHARESTR1.1M shares7.67%2026-03-312026-04-09

JMST JPMORGANEXCHANGETRADEDF511.5K shares10.63%2026-03-312026-04-09

Sponsored

INVESCOEXCHTRADEDFDTRII INVESCOEXCHTRADEDFDTRII351.1K shares-0.39%2026-03-312026-04-09

IQLT ISHARESTR490.4K shares-17.58%2026-03-312026-04-09

IJR ISHARESTR178.1K shares9.46%2026-03-312026-04-09

VEU VANGUARDINTLEQUITYINDEXF291.3K shares16.25%2026-03-312026-04-09

IBTH ISHARESTR941.8K shares36.32%2026-03-312026-04-09

SCHZ SCHWABSTRATEGICTR905.0K shares-3.30%2026-03-312026-04-09

SCHV SCHWABSTRATEGICTR681.4K shares-2.33%2026-03-312026-04-09

JPST JPMORGANEXCHANGETRADEDF362.1K shares-18.26%2026-03-312026-04-09

Sponsored

SPY STATESTRSPDRS&P500ETFT25.1K shares-4.92%2026-03-312026-04-09

SCHF SCHWABSTRATEGICTR657.7K shares2.31%2026-03-312026-04-09

IXUS ISHARESTR181.6K shares-11.06%2026-03-312026-04-09

IGEB ISHARESTR327.8K shares-20.96%2026-03-312026-04-09

TFI SPDRSERIESTRUST267.6K shares-3.84%2026-03-312026-04-09

ITOT ISHARESTR84.6K shares-7.51%2026-03-312026-04-09

NVDA NVIDIACORPORATION69.1K shares5.77%2026-03-312026-04-09

ROK ROCKWELLAUTOMATIONINC33.5K shares0.00%2026-03-312026-04-09

Sponsored

IWD ISHARESTR52.8K shares-10.56%2026-03-312026-04-09

IWF ISHARESTR26.2K shares-11.68%2026-03-312026-04-09

SPDW SPDRINDEXSHSFDS242.7K shares25.11%2026-03-312026-04-09

IEI ISHARESTR92.8K shares-21.43%2026-03-312026-04-09

CMF ISHARESTR192.0K shares16.02%2026-03-312026-04-09

DYNF BLACKROCKETFTRUST184.3K shares-19.04%2026-03-312026-04-09

AGG ISHARESTR105.0K shares-16.13%2026-03-312026-04-09

SDY SPDRSERIESTRUST65.7K shares-0.55%2026-03-312026-04-09

Sponsored

SUSL ISHARESTR82.3K shares-0.93%2026-03-312026-04-09

AMZN AMAZONCOMINC43.7K shares7.15%2026-03-312026-04-09

EAGG ISHARESTR190.9K shares1.81%2026-03-312026-04-09

WMT WALMARTINC72.9K shares116.46%2026-03-312026-04-09

IBTI ISHARESTR387.8K shares25.02%2026-03-312026-04-09

MLN VANECKETFTRUST463.3K shares-12.13%2026-03-312026-04-09

ALPHABETINC ALPHABETINC27.9K shares-11.62%2026-03-312026-04-09

HYG ISHARESTR97.3K shares-21.06%2026-03-312026-04-09

Sponsored

XOM EXXONMOBILCORP44.6K shares-1.43%2026-03-312026-04-09

IJH ISHARESTR111.8K shares2.54%2026-03-312026-04-09

IBDR ISHARESTR309.8K shares17.46%2026-03-312026-04-09

IEF ISHARESTR78.0K shares-21.62%2026-03-312026-04-09

IBMP ISHARESTR277.9K shares32.79%2026-03-312026-04-09

IBMQ ISHARESTR272.2K shares15.46%2026-03-312026-04-09

JNJ JOHNSON&JOHNSON27.6K shares127.42%2026-03-312026-04-09

ADP AUTOMATICDATAPROCESSINGIN32.8K sharesnew addition2026-03-312026-04-09

Sponsored

VIG VANGUARDSPECIALIZEDFUNDS30.4K shares2.88%2026-03-312026-04-09

SCHE SCHWABSTRATEGICTR195.0K shares28.42%2026-03-312026-04-09

JPM JPMORGANCHASE&CO20.8K shares11.28%2026-03-312026-04-09

VT VANGUARDINTLEQUITYINDEXF44.1K shares0.00%2026-03-312026-04-09

VUG VANGUARDINDEXFDS13.8K shares0.00%2026-03-312026-04-09

SCHO SCHWABSTRATEGICTR245.0K shares60.06%2026-03-312026-04-09

IBMO ISHARESTR231.6K shares18.41%2026-03-312026-04-09

SCHP SCHWABSTRATEGICTR220.4K shares3.06%2026-03-312026-04-09

Sponsored

SUB ISHARESTR53.0K shares-29.22%2026-03-312026-04-09

IBMR ISHARESTR220.8K shares43.69%2026-03-312026-04-09

IBTJ ISHARESTR243.0K shares37.52%2026-03-312026-04-09

VTV VANGUARDINDEXFDS26.2K shares13.30%2026-03-312026-04-09

DVN DEVONENERGYCORPNEW99.7K shares0.47%2026-03-312026-04-09

ESGD ISHARESTR52.2K shares0.18%2026-03-312026-04-09

PG PROCTER&GAMBLECO34.4K shares4.00%2026-03-312026-04-09

ABBV ABBVIEINC22.4K shares1.99%2026-03-312026-04-09

Sponsored

IBDS ISHARESTR201.1K shares30.68%2026-03-312026-04-09

VIGI VANGUARDWHITEHALLFDS55.0K shares-97.30%2026-03-312026-04-09

IWM ISHARESTR19.6K shares-29.25%2026-03-312026-04-09

CEG CONSTELLATIONENERGYCORP16.5K shares0.19%2026-03-312026-04-09

KO COCACOLACO57.5K shares91.82%2026-03-312026-04-09

GOVT ISHARESTR189.2K shares-23.05%2026-03-312026-04-09

IBTK ISHARESTR218.4K shares47.99%2026-03-312026-04-09

IBDT ISHARESTR168.1K shares24.08%2026-03-312026-04-09

Sponsored

VOOV VANGUARDADMIRALFDSINC20.7K sharesnew addition2026-03-312026-04-09

MERCK&COINC MERCK&COINC34.2K shares-2.83%2026-03-312026-04-09

USIG ISHARESTR76.5K shares-28.67%2026-03-312026-04-09

SHYM BLACKROCKETFTRUSTII176.8K shares-15.93%2026-03-312026-04-09

ALPHABETINC ALPHABETINC13.1K shares-4.55%2026-03-312026-04-09

IBMS ISHARESTR140.7K shares35.19%2026-03-312026-04-09

BROADCOMINC BROADCOMINC11.5K sharesnew addition2026-03-312026-04-09

SCHX SCHWABSTRATEGICTR134.1K shares4.96%2026-03-312026-04-09

Sponsored

JMUB JPMORGANEXCHANGETRADEDF66.8K shares50.55%2026-03-312026-04-09

IBDU ISHARESTR140.9K shares32.69%2026-03-312026-04-09

NEE NEXTERAENERGYINC34.8K shares4.43%2026-03-312026-04-09

HYD VANECKETFTRUST63.1K shares-39.60%2026-03-312026-04-09

VB VANGUARDINDEXFDS12.1K sharesnew addition2026-03-312026-04-09

VV VANGUARDINDEXFDS10.4K shares0.00%2026-03-312026-04-09

GSLC GOLDMANSACHSETFTR24.0K shares-5.42%2026-03-312026-04-09

VGK VANGUARDINTLEQUITYINDEXF36.3K shares0.00%2026-03-312026-04-09

Sponsored

EFA ISHARESTR30.6K shares6.53%2026-03-312026-04-09

CVX CHEVRONCORPORATION13.8K shares-2.50%2026-03-312026-04-09

BITB BITWISEBITCOINETFTR76.7K shares22.03%2026-03-312026-04-09

DGRO ISHARESTR40.0K shares0.76%2026-03-312026-04-09

RTX RTXCORPORATION14.5K shares-2.48%2026-03-312026-04-09

MPC MARATHONPETECORP11.1K shares-1.22%2026-03-312026-04-09

BMO BANKMONTREALMEDIUM19.6K shares0.57%2026-03-312026-04-09

DON WISDOMTREETR50.0K shares-4.40%2026-03-312026-04-09

Sponsored

EXC EXELONCORP52.3K shares-0.96%2026-03-312026-04-09

BAC BANKAMERICACORP52.0K shares32.30%2026-03-312026-04-09

DVY ISHARESTR16.7K shares0.00%2026-03-312026-04-09

IBDV ISHARESTR112.4K shares37.67%2026-03-312026-04-09

JGRO JPMORGANEXCHANGETRADEDF28.4K shares-7.00%2026-03-312026-04-09

FITB FIFTHTHIRDBANCORP50.2K sharesnew addition2026-03-312026-04-09

VBR VANGUARDINDEXFDS10.7K shares4.78%2026-03-312026-04-09

CSCO CISCOSYSINC29.4K shares51.96%2026-03-312026-04-09

Sponsored

AOA ISHARESTR25.6K shares3.52%2026-03-312026-04-09

HDV ISHARESTR16.6K shares0.00%2026-03-312026-04-09

EEM ISHARESTR39.6K shares-1.12%2026-03-312026-04-09

AGGY WISDOMTREETR51.4K shares2.14%2026-03-312026-04-09

BGRN ISHARESTR46.8K shares0.31%2026-03-312026-04-09

VPL VANGUARDINTLEQUITYINDEXF21.6K shares0.00%2026-03-312026-04-09

MOAT VANECKETFTRUST21.5K shares1.46%2026-03-312026-04-09

SBAC SBACOMMUNICATIONSCORP11.7K shares0.00%2026-03-312026-04-09

Sponsored

DUKEENERGYCORPNEW DUKEENERGYCORPNEW15.2K sharesnew addition2026-03-312026-04-09

PEP PEPSICOINC12.8K sharesnew addition2026-03-312026-04-09

AFL AFLACINC17.9K shares-0.69%2026-03-312026-04-09

IBDW ISHARESTR93.9K shares80.65%2026-03-312026-04-09

USCI UNITEDSTSCOMMODITYINDEXF19.9K shares0.00%2026-03-312026-04-09

SCHM SCHWABSTRATEGICTR59.9K shares-40.77%2026-03-312026-04-09

QEFA SPDRINDEXSHSFDS19.0K shares5.74%2026-03-312026-04-09

ESML ISHARESTR35.1K shares0.31%2026-03-312026-04-09

Sponsored

IBDX ISHARESTR63.1K shares52.21%2026-03-312026-04-09

INVESCOEXCHANGETRADEDFDT INVESCOEXCHANGETRADEDFDT32.7K shares-33.81%2026-03-312026-04-09

PROFESIONALLYMANAGEDPORTFO PROFESIONALLYMANAGEDPORTFO27.4K shares0.00%2026-03-312026-04-09

VXUS VANGUARDSTARFDS18.7K shares25.72%2026-03-312026-04-09

UBS UBSGROUPAG35.2K sharesnew addition2026-03-312026-04-09

ISHARESGOLDTR ISHARESGOLDTR15.5K shares0.28%2026-03-312026-04-09

INTC INTELCORP30.8K shares12.01%2026-03-312026-04-09

LDEM ISHARESTR22.9K shares-0.19%2026-03-312026-04-09

Sponsored

DFUS DIMENSIONALETFTRUST17.5K shares0.24%2026-03-312026-04-09

ENB ENBRIDGEINC22.6K shares2.41%2026-03-312026-04-09

T AT&TINC42.1K shares-1.89%2026-03-312026-04-09

BND VANGUARDBDINDEXFDS16.1K shares2.32%2026-03-312026-04-09

NAD NUVEENQUALITYMUNCPINCOME103.1K shares0.00%2026-03-312026-04-09

EMB ISHARESTR12.5K shares-18.97%2026-03-312026-04-09

ABT ABBOTTLABORATORIES11.3K shares-5.36%2026-03-312026-04-09

SHYD VANECKETFTRUST51.2K shares-23.79%2026-03-312026-04-09

Sponsored

EFV ISHARESTR15.4K shares1.47%2026-03-312026-04-09

SO SOUTHERNCO11.6K sharesnew addition2026-03-312026-04-09

VZ VERIZONCOMMUNICATIONSINC22.1K shares12.44%2026-03-312026-04-09

XLF SELECTSECTORSPDRTR22.4K sharesnew addition2026-03-312026-04-09

IBMT ISHARESTR42.4K shares30.80%2026-03-312026-04-09

IBIT ISHARESBITCOINTRUSTETF27.6K shares92.15%2026-03-312026-04-09

IWR ISHARESTR10.8K shares1.58%2026-03-312026-04-09

WFC WELLSFARGO&CO13.1K sharesnew addition2026-03-312026-04-09

Sponsored

IBDY ISHARESTR39.7K shares4.07%2026-03-312026-04-09

WMB WILLIAMSCOSINC13.8K shares-6.06%2026-03-312026-04-09

DFUV DIMENSIONALETFTRUST20.4K shares0.21%2026-03-312026-04-09

CARR CARRIERGLOBALCORPORATION17.5K sharesnew addition2026-03-312026-04-09

MO ALTRIAGROUPINC14.1K shares-0.24%2026-03-312026-04-09

USB USBANCORP17.5K sharesnew addition2026-03-312026-04-09

BMY BRISTOL-MYERSSQUIBBCO14.8K shares10.06%2026-03-312026-04-09

AOR ISHARESTR13.5K shares-10.14%2026-03-312026-04-09

Sponsored

IEUR ISHARESTR11.3K shares0.00%2026-03-312026-04-09

PSTG EVERPUREINC13.1K sharesnew addition2026-03-312026-04-09

XLU SELECTSECTORSPDRTR16.8K shares-4.72%2026-03-312026-04-09

RDVY FIRSTTREXCHANGETRADEDFD10.7K shares0.00%2026-03-312026-04-09

DFAT DIMENSIONALETFTRUST11.3K shares0.00%2026-03-312026-04-09

SMBS SCHWABSTRATEGICTR25.4K sharesnew addition2026-03-312026-04-09

BJAN INNOVATORETFSTRUST12.0K sharesnew addition2026-03-312026-04-09

COWZ PACERFDSTR10.1K sharesnew addition2026-03-312026-04-09

Sponsored

BTI BRITISHAMERNTOBPLC10.8K shares-1.25%2026-03-312026-04-09

SHYG ISHARESTR14.8K shares0.00%2026-03-312026-04-09

ET ENERGYTRANSFERLP31.8K shares1.84%2026-03-312026-04-09

PREF PRINCIPALEXCHANGETRADEDFD32.4K shares-35.14%2026-03-312026-04-09

PJAN INNOVATORETFSTRUST13.2K sharesnew addition2026-03-312026-04-09

FNDF SCHWABSTRATEGICTR12.5K shares15.37%2026-03-312026-04-09

MDLZ MONDELEZINTLINC10.3K shares-8.35%2026-03-312026-04-09

CMCSA COMCASTCORPNEW19.1K shares17.86%2026-03-312026-04-09

Sponsored

PCG PG&ECORP31.1K shares-0.80%2026-03-312026-04-09

NYF ISHARESTR10.2K shares-1.40%2026-03-312026-04-09

EPD ENTERPRISEPRODSPARTNERSL14.0K shares-0.55%2026-03-312026-04-09

NEA NUVEENAMTFREEQLTYMUNINC45.1K shares1.35%2026-03-312026-04-09

ETHE GRAYSCALEETHEREUMSTAKINGE28.7K shares0.00%2026-03-312026-04-09

PFE PFIZERINC16.8K shares-21.93%2026-03-312026-04-09

KHC KRAFTHEINZCO20.8K shares0.00%2026-03-312026-04-09

CALF PACERFDSTR10.0K shares0.00%2026-03-312026-04-09

Sponsored

IBDZ ISHARESTR17.0K shares9.81%2026-03-312026-04-09

IBTO ISHARESTR18.1K shares-10.95%2026-03-312026-04-09

HEFA ISHARESTR10.1K shares0.00%2026-03-312026-04-09

NMZ NUVEENMUNHIGHINCOMEOPPOR38.4K shares0.00%2026-03-312026-04-09

MATW MATTHEWSINTLCORP12.8K shares0.00%2026-03-312026-04-09

IBCA ISHARESTR12.5K sharesnew addition2026-03-312026-04-09

BNYMELLONETFTRUSTII BNYMELLONETFTRUSTII12.3K sharesnew addition2026-03-312026-04-09

F FORDMTRCO23.9K shares10.64%2026-03-312026-04-09

Sponsored

VFC VFCORP16.0K shares0.00%2026-03-312026-04-09

RQI COHEN&STEERSQUALITYINCOM22.5K shares-2.93%2026-03-312026-04-09

BNYMELLONETFTRUSTII BNYMELLONETFTRUSTII10.2K sharesnew addition2026-03-312026-04-09

PDBC INVESCOACTVELYMNGDETCFD14.5K shares-9.58%2026-03-312026-04-09

IBTL ISHARESTR11.3K shares-1.41%2026-03-312026-04-09

IBTM ISHARESTR10.1K shares-1.43%2026-03-312026-04-09

VANGUARDINDEXFDS

9.58%

Shares2.3M

Event2026-03-31

Filed2026-04-09

VEA

VANGUARDTAX-MANAGEDFDS

36.59%

Shares10.9M

Event2026-03-31

Filed2026-04-09

SPHQ

INVESCOEXCHANGETRADEDFDT

-17.50%

Shares7.4M

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARDMUNBDFDS

12.81%

Shares6.3M

Event2026-03-31

Filed2026-04-09

SPAB

SPDRSERIESTRUST

-38.67%

Shares9.3M

Event2026-03-31

Filed2026-04-09

SPSM

SPDRSERIESTRUST

41.09%

Shares4.9M

Event2026-03-31

Filed2026-04-09

VGIT

VANGUARDSCOTTSDALEFDS

54.84%

Shares3.9M

Event2026-03-31

Filed2026-04-09

VWO

VANGUARDINTLEQUITYINDEXF

43.67%

Shares4.1M

Event2026-03-31

Filed2026-04-09

MBB

ISHARESTR

79.61%

Shares1.9M

Event2026-03-31

Filed2026-04-09

NOBL

PROSHARESTR

3.88%

Shares1.4M

Event2026-03-31

Filed2026-04-09

SPIB

SPDRSERIESTRUST

-34.34%

Shares4.3M

Event2026-03-31

Filed2026-04-09

FLMI

FRANKLINTEMPLETONETFTR

121.10%

Shares5.2M

Event2026-03-31

Filed2026-04-09

BINC

BLACKROCKETFTRUSTII

New

Shares2.1M

Event2026-03-31

Filed2026-04-09

PZA

INVESCOEXCHTRADEDFDTRII

1.00%

Shares4.4M

Event2026-03-31

Filed2026-04-09

IEFA

ISHARESTR

-2.51%

Shares1.1M

Event2026-03-31

Filed2026-04-09

IVW

ISHARESTR

-6.09%

Shares845.3K

Event2026-03-31

Filed2026-04-09

SPYG

SPDRSERIESTRUST

-0.92%

Shares974.7K

Event2026-03-31

Filed2026-04-09

IVE

ISHARESTR

-7.64%

Shares418.1K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONALETFTRUST

-4.49%

Shares1.7M

Event2026-03-31

Filed2026-04-09

SCHB

SCHWABSTRATEGICTR

8.71%

Shares2.6M

Event2026-03-31

Filed2026-04-09

PFF

ISHARESTR

2.73%

Shares1.9M

Event2026-03-31

Filed2026-04-09

MUB

ISHARESTR

-8.06%

Shares535.1K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARDINDEXFDS

6.76%

Shares174.8K

Event2026-03-31

Filed2026-04-09

JIRE

JPMORGANEXCHANGETRADEDF

13.49%

Shares714.0K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARESTR

-15.26%

Shares268.2K

Event2026-03-31

Filed2026-04-09

ITM

VANECKETFTRUST

7045.35%

Shares1.1M

Event2026-03-31

Filed2026-04-09

IGLB

ISHARESTR

New

Shares924.3K

Event2026-03-31

Filed2026-04-09

AAPL

APPLEINC

-4.30%

Shares169.8K

Event2026-03-31

Filed2026-04-09

HYMB

SPDRSERIESTRUST

-27.27%

Shares1.7M

Event2026-03-31

Filed2026-04-09

IEMG

ISHARESINC

-4.27%

Shares584.3K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONALETFTRUST

-4.58%

Shares1.2M

Event2026-03-31

Filed2026-04-09

IVV

ISHARESTR

-10.78%

Shares60.1K

Event2026-03-31

Filed2026-04-09

IWY

ISHARESTR

-6.54%

Shares150.5K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWABSTRATEGICTR

-19.39%

Shares1.3M

Event2026-03-31

Filed2026-04-09

SHM

SPDRSERIESTRUST

-56.63%

Shares744.3K

Event2026-03-31

Filed2026-04-09

CWI

SPDRINDEXSHSFDS

-18.06%

Shares880.0K

Event2026-03-31

Filed2026-04-09

SCHA

SCHWABSTRATEGICTR

26.65%

Shares966.2K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFTCORP

15.74%

Shares74.0K

Event2026-03-31

Filed2026-04-09

IBTG

ISHARESTR

7.67%

Shares1.1M

Event2026-03-31

Filed2026-04-09

JMST

JPMORGANEXCHANGETRADEDF

10.63%

Shares511.5K

Event2026-03-31

Filed2026-04-09

INVESCOEXCHTRADEDFDTRII

-0.39%

Shares351.1K

Event2026-03-31

Filed2026-04-09

IQLT

ISHARESTR

-17.58%

Shares490.4K

Event2026-03-31

Filed2026-04-09

IJR

ISHARESTR

9.46%

Shares178.1K

Event2026-03-31

Filed2026-04-09

VEU

VANGUARDINTLEQUITYINDEXF

16.25%

Shares291.3K

Event2026-03-31

Filed2026-04-09

IBTH

ISHARESTR

36.32%

Shares941.8K

Event2026-03-31

Filed2026-04-09

SCHZ

SCHWABSTRATEGICTR

-3.30%

Shares905.0K

Event2026-03-31

Filed2026-04-09

SCHV

SCHWABSTRATEGICTR

-2.33%

Shares681.4K

Event2026-03-31

Filed2026-04-09

JPST

JPMORGANEXCHANGETRADEDF

-18.26%

Shares362.1K

Event2026-03-31

Filed2026-04-09

SPY

STATESTRSPDRS&P500ETFT

-4.92%

Shares25.1K

Event2026-03-31

Filed2026-04-09

SCHF

SCHWABSTRATEGICTR

2.31%

Shares657.7K

Event2026-03-31

Filed2026-04-09

IXUS

ISHARESTR

-11.06%

Shares181.6K

Event2026-03-31

Filed2026-04-09

IGEB

ISHARESTR

-20.96%

Shares327.8K

Event2026-03-31

Filed2026-04-09

TFI

SPDRSERIESTRUST

-3.84%

Shares267.6K

Event2026-03-31

Filed2026-04-09

ITOT

ISHARESTR

-7.51%

Shares84.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIACORPORATION

5.77%

Shares69.1K

Event2026-03-31

Filed2026-04-09

ROK

ROCKWELLAUTOMATIONINC

0.00%

Shares33.5K

Event2026-03-31

Filed2026-04-09

IWD

ISHARESTR

-10.56%

Shares52.8K

Event2026-03-31

Filed2026-04-09

IWF

ISHARESTR

-11.68%

Shares26.2K

Event2026-03-31

Filed2026-04-09

SPDW

SPDRINDEXSHSFDS

25.11%

Shares242.7K

Event2026-03-31

Filed2026-04-09

IEI

ISHARESTR

-21.43%

Shares92.8K

Event2026-03-31

Filed2026-04-09

CMF

ISHARESTR

16.02%

Shares192.0K

Event2026-03-31

Filed2026-04-09

DYNF

BLACKROCKETFTRUST

-19.04%

Shares184.3K

Event2026-03-31

Filed2026-04-09

AGG

ISHARESTR

-16.13%

Shares105.0K

Event2026-03-31

Filed2026-04-09

SDY

SPDRSERIESTRUST

-0.55%

Shares65.7K

Event2026-03-31

Filed2026-04-09

SUSL

ISHARESTR

-0.93%

Shares82.3K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZONCOMINC

7.15%

Shares43.7K

Event2026-03-31

Filed2026-04-09

EAGG

ISHARESTR

1.81%

Shares190.9K

Event2026-03-31

Filed2026-04-09

WMT

WALMARTINC

116.46%

Shares72.9K

Event2026-03-31

Filed2026-04-09

IBTI

ISHARESTR

25.02%

Shares387.8K

Event2026-03-31

Filed2026-04-09

MLN

VANECKETFTRUST

-12.13%

Shares463.3K

Event2026-03-31

Filed2026-04-09

ALPHABETINC

-11.62%

Shares27.9K

Event2026-03-31

Filed2026-04-09

HYG

ISHARESTR

-21.06%

Shares97.3K

Event2026-03-31

Filed2026-04-09

XOM

EXXONMOBILCORP

-1.43%

Shares44.6K

Event2026-03-31

Filed2026-04-09

IJH

ISHARESTR

2.54%

Shares111.8K

Event2026-03-31

Filed2026-04-09

IBDR

ISHARESTR

17.46%

Shares309.8K

Event2026-03-31

Filed2026-04-09

IEF

ISHARESTR

-21.62%

Shares78.0K

Event2026-03-31

Filed2026-04-09

IBMP

ISHARESTR

32.79%

Shares277.9K

Event2026-03-31

Filed2026-04-09

IBMQ

ISHARESTR

15.46%

Shares272.2K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON&JOHNSON

127.42%

Shares27.6K

Event2026-03-31

Filed2026-04-09

ADP

AUTOMATICDATAPROCESSINGIN

New

Shares32.8K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARDSPECIALIZEDFUNDS

2.88%

Shares30.4K

Event2026-03-31

Filed2026-04-09

SCHE

SCHWABSTRATEGICTR

28.42%

Shares195.0K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGANCHASE&CO

11.28%

Shares20.8K

Event2026-03-31

Filed2026-04-09

VANGUARDINTLEQUITYINDEXF

0.00%

Shares44.1K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARDINDEXFDS

0.00%

Shares13.8K

Event2026-03-31

Filed2026-04-09

SCHO

SCHWABSTRATEGICTR

60.06%

Shares245.0K

Event2026-03-31

Filed2026-04-09

IBMO

ISHARESTR

18.41%

Shares231.6K

Event2026-03-31

Filed2026-04-09

SCHP

SCHWABSTRATEGICTR

3.06%

Shares220.4K

Event2026-03-31

Filed2026-04-09

SUB

ISHARESTR

-29.22%

Shares53.0K

Event2026-03-31

Filed2026-04-09

IBMR

ISHARESTR

43.69%

Shares220.8K

Event2026-03-31

Filed2026-04-09

IBTJ

ISHARESTR

37.52%

Shares243.0K

Event2026-03-31

Filed2026-04-09

VTV

VANGUARDINDEXFDS

13.30%

Shares26.2K

Event2026-03-31

Filed2026-04-09

DVN

DEVONENERGYCORPNEW

0.47%

Shares99.7K

Event2026-03-31

Filed2026-04-09

ESGD

ISHARESTR

0.18%

Shares52.2K

Event2026-03-31

Filed2026-04-09

PROCTER&GAMBLECO

4.00%

Shares34.4K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIEINC

1.99%

Shares22.4K

Event2026-03-31

Filed2026-04-09

IBDS

ISHARESTR

30.68%

Shares201.1K

Event2026-03-31

Filed2026-04-09

VIGI

VANGUARDWHITEHALLFDS

-97.30%

Shares55.0K

Event2026-03-31

Filed2026-04-09

IWM

ISHARESTR

-29.25%

Shares19.6K

Event2026-03-31

Filed2026-04-09

CEG

CONSTELLATIONENERGYCORP

0.19%

Shares16.5K

Event2026-03-31

Filed2026-04-09

COCACOLACO

91.82%

Shares57.5K

Event2026-03-31

Filed2026-04-09

GOVT

ISHARESTR

-23.05%

Shares189.2K

Event2026-03-31

Filed2026-04-09

IBTK

ISHARESTR

47.99%

Shares218.4K

Event2026-03-31

Filed2026-04-09

IBDT

ISHARESTR

24.08%

Shares168.1K

Event2026-03-31

Filed2026-04-09

VOOV

VANGUARDADMIRALFDSINC

New

Shares20.7K

Event2026-03-31

Filed2026-04-09

MERCK&COINC

-2.83%

Shares34.2K

Event2026-03-31

Filed2026-04-09

USIG

ISHARESTR

-28.67%

Shares76.5K

Event2026-03-31

Filed2026-04-09

SHYM

BLACKROCKETFTRUSTII

-15.93%

Shares176.8K

Event2026-03-31

Filed2026-04-09

ALPHABETINC

-4.55%

Shares13.1K

Event2026-03-31

Filed2026-04-09

IBMS

ISHARESTR

35.19%

Shares140.7K

Event2026-03-31

Filed2026-04-09

BROADCOMINC

New

Shares11.5K

Event2026-03-31

Filed2026-04-09

SCHX

SCHWABSTRATEGICTR

4.96%

Shares134.1K

Event2026-03-31

Filed2026-04-09

JMUB

JPMORGANEXCHANGETRADEDF

50.55%

Shares66.8K

Event2026-03-31

Filed2026-04-09

IBDU

ISHARESTR

32.69%

Shares140.9K

Event2026-03-31

Filed2026-04-09

NEE

NEXTERAENERGYINC

4.43%

Shares34.8K

Event2026-03-31

Filed2026-04-09

HYD

VANECKETFTRUST

-39.60%

Shares63.1K

Event2026-03-31

Filed2026-04-09

VANGUARDINDEXFDS

New

Shares12.1K

Event2026-03-31

Filed2026-04-09

VANGUARDINDEXFDS

0.00%

Shares10.4K

Event2026-03-31

Filed2026-04-09

GSLC

GOLDMANSACHSETFTR

-5.42%

Shares24.0K

Event2026-03-31

Filed2026-04-09

VGK

VANGUARDINTLEQUITYINDEXF

0.00%

Shares36.3K

Event2026-03-31

Filed2026-04-09

EFA

ISHARESTR

6.53%

Shares30.6K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRONCORPORATION

-2.50%

Shares13.8K

Event2026-03-31

Filed2026-04-09

BITB

BITWISEBITCOINETFTR

22.03%

Shares76.7K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARESTR

0.76%

Shares40.0K

Event2026-03-31

Filed2026-04-09

RTX

RTXCORPORATION

-2.48%

Shares14.5K

Event2026-03-31

Filed2026-04-09

MPC

MARATHONPETECORP

-1.22%

Shares11.1K

Event2026-03-31

Filed2026-04-09

BMO

BANKMONTREALMEDIUM

0.57%

Shares19.6K

Event2026-03-31

Filed2026-04-09

DON

WISDOMTREETR

-4.40%

Shares50.0K

Event2026-03-31

Filed2026-04-09

EXC

EXELONCORP

-0.96%

Shares52.3K

Event2026-03-31

Filed2026-04-09

BAC

BANKAMERICACORP

32.30%

Shares52.0K

Event2026-03-31

Filed2026-04-09

DVY

ISHARESTR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-04-09

IBDV

ISHARESTR

37.67%

Shares112.4K

Event2026-03-31

Filed2026-04-09

JGRO

JPMORGANEXCHANGETRADEDF

-7.00%

Shares28.4K

Event2026-03-31

Filed2026-04-09

FITB

FIFTHTHIRDBANCORP

New

Shares50.2K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARDINDEXFDS

4.78%

Shares10.7K

Event2026-03-31

Filed2026-04-09

CSCO

CISCOSYSINC

51.96%

Shares29.4K

Event2026-03-31

Filed2026-04-09

AOA

ISHARESTR

3.52%

Shares25.6K

Event2026-03-31

Filed2026-04-09

HDV

ISHARESTR

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-09

EEM

ISHARESTR

-1.12%

Shares39.6K

Event2026-03-31

Filed2026-04-09

AGGY

WISDOMTREETR

2.14%

Shares51.4K

Event2026-03-31

Filed2026-04-09

BGRN

ISHARESTR

0.31%

Shares46.8K

Event2026-03-31

Filed2026-04-09

VPL

VANGUARDINTLEQUITYINDEXF

0.00%

Shares21.6K

Event2026-03-31

Filed2026-04-09

MOAT

VANECKETFTRUST

1.46%

Shares21.5K

Event2026-03-31

Filed2026-04-09

SBAC

SBACOMMUNICATIONSCORP

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-09

DUKEENERGYCORPNEW

New

Shares15.2K

Event2026-03-31

Filed2026-04-09

PEP

PEPSICOINC

New

Shares12.8K

Event2026-03-31

Filed2026-04-09

AFL

AFLACINC

-0.69%

Shares17.9K

Event2026-03-31

Filed2026-04-09

IBDW

ISHARESTR

80.65%

Shares93.9K

Event2026-03-31

Filed2026-04-09

USCI

UNITEDSTSCOMMODITYINDEXF

0.00%

Shares19.9K

Event2026-03-31

Filed2026-04-09

SCHM

SCHWABSTRATEGICTR

-40.77%

Shares59.9K

Event2026-03-31

Filed2026-04-09

QEFA

SPDRINDEXSHSFDS

5.74%

Shares19.0K

Event2026-03-31

Filed2026-04-09

ESML

ISHARESTR

0.31%

Shares35.1K

Event2026-03-31

Filed2026-04-09

IBDX

ISHARESTR

52.21%

Shares63.1K

Event2026-03-31

Filed2026-04-09

INVESCOEXCHANGETRADEDFDT

-33.81%

Shares32.7K

Event2026-03-31

Filed2026-04-09

PROFESIONALLYMANAGEDPORTFO

0.00%

Shares27.4K

Event2026-03-31

Filed2026-04-09

VXUS

VANGUARDSTARFDS

25.72%

Shares18.7K

Event2026-03-31

Filed2026-04-09

UBS

UBSGROUPAG

New

Shares35.2K

Event2026-03-31

Filed2026-04-09

ISHARESGOLDTR

0.28%

Shares15.5K

Event2026-03-31

Filed2026-04-09

INTC

INTELCORP

12.01%

Shares30.8K

Event2026-03-31

Filed2026-04-09

LDEM

ISHARESTR

-0.19%

Shares22.9K

Event2026-03-31

Filed2026-04-09

DFUS

DIMENSIONALETFTRUST

0.24%

Shares17.5K

Event2026-03-31

Filed2026-04-09

ENB

ENBRIDGEINC

2.41%

Shares22.6K

Event2026-03-31

Filed2026-04-09

AT&TINC

-1.89%

Shares42.1K

Event2026-03-31

Filed2026-04-09

BND

VANGUARDBDINDEXFDS

2.32%

Shares16.1K

Event2026-03-31

Filed2026-04-09

NAD

NUVEENQUALITYMUNCPINCOME

0.00%

Shares103.1K

Event2026-03-31

Filed2026-04-09

EMB

ISHARESTR

-18.97%

Shares12.5K

Event2026-03-31

Filed2026-04-09

ABT

ABBOTTLABORATORIES

-5.36%

Shares11.3K

Event2026-03-31

Filed2026-04-09

SHYD

VANECKETFTRUST

-23.79%

Shares51.2K

Event2026-03-31

Filed2026-04-09

EFV

ISHARESTR

1.47%

Shares15.4K

Event2026-03-31

Filed2026-04-09

SOUTHERNCO

New

Shares11.6K

Event2026-03-31

Filed2026-04-09

VERIZONCOMMUNICATIONSINC

12.44%

Shares22.1K

Event2026-03-31

Filed2026-04-09

XLF

SELECTSECTORSPDRTR

New

Shares22.4K

Event2026-03-31

Filed2026-04-09

IBMT

ISHARESTR

30.80%

Shares42.4K

Event2026-03-31

Filed2026-04-09

IBIT

ISHARESBITCOINTRUSTETF

92.15%

Shares27.6K

Event2026-03-31

Filed2026-04-09

IWR

ISHARESTR

1.58%

Shares10.8K

Event2026-03-31

Filed2026-04-09

WFC

WELLSFARGO&CO

New

Shares13.1K

Event2026-03-31

Filed2026-04-09

IBDY

ISHARESTR

4.07%

Shares39.7K

Event2026-03-31

Filed2026-04-09

WMB

WILLIAMSCOSINC

-6.06%

Shares13.8K

Event2026-03-31

Filed2026-04-09

DFUV

DIMENSIONALETFTRUST

0.21%

Shares20.4K

Event2026-03-31

Filed2026-04-09

CARR

CARRIERGLOBALCORPORATION

New

Shares17.5K

Event2026-03-31

Filed2026-04-09

ALTRIAGROUPINC

-0.24%

Shares14.1K

Event2026-03-31

Filed2026-04-09

USB

USBANCORP

New

Shares17.5K

Event2026-03-31

Filed2026-04-09

BMY

BRISTOL-MYERSSQUIBBCO

10.06%

Shares14.8K

Event2026-03-31

Filed2026-04-09

AOR

ISHARESTR

-10.14%

Shares13.5K

Event2026-03-31

Filed2026-04-09

IEUR

ISHARESTR

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-09

PSTG

EVERPUREINC

New

Shares13.1K

Event2026-03-31

Filed2026-04-09

XLU

SELECTSECTORSPDRTR

-4.72%

Shares16.8K

Event2026-03-31

Filed2026-04-09

RDVY

FIRSTTREXCHANGETRADEDFD

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-09

DFAT

DIMENSIONALETFTRUST

0.00%

Shares11.3K

Event2026-03-31

Filed2026-04-09

SMBS

SCHWABSTRATEGICTR

New

Shares25.4K

Event2026-03-31

Filed2026-04-09

BJAN

INNOVATORETFSTRUST

New

Shares12.0K

Event2026-03-31

Filed2026-04-09

COWZ

PACERFDSTR

New

Shares10.1K

Event2026-03-31

Filed2026-04-09

BTI

BRITISHAMERNTOBPLC

-1.25%

Shares10.8K

Event2026-03-31

Filed2026-04-09

SHYG

ISHARESTR

0.00%

Shares14.8K

Event2026-03-31

Filed2026-04-09

ENERGYTRANSFERLP

1.84%

Shares31.8K

Event2026-03-31

Filed2026-04-09

PREF

PRINCIPALEXCHANGETRADEDFD

-35.14%

Shares32.4K

Event2026-03-31

Filed2026-04-09

PJAN

INNOVATORETFSTRUST

New

Shares13.2K

Event2026-03-31

Filed2026-04-09

FNDF

SCHWABSTRATEGICTR

15.37%

Shares12.5K

Event2026-03-31

Filed2026-04-09

MDLZ

MONDELEZINTLINC

-8.35%

Shares10.3K

Event2026-03-31

Filed2026-04-09

CMCSA

COMCASTCORPNEW

17.86%

Shares19.1K

Event2026-03-31

Filed2026-04-09

PCG

PG&ECORP

-0.80%

Shares31.1K

Event2026-03-31

Filed2026-04-09

NYF

ISHARESTR

-1.40%

Shares10.2K

Event2026-03-31

Filed2026-04-09

EPD

ENTERPRISEPRODSPARTNERSL

-0.55%

Shares14.0K

Event2026-03-31

Filed2026-04-09

NEA

NUVEENAMTFREEQLTYMUNINC

1.35%

Shares45.1K

Event2026-03-31

Filed2026-04-09

ETHE

GRAYSCALEETHEREUMSTAKINGE

0.00%

Shares28.7K

Event2026-03-31

Filed2026-04-09

PFE

PFIZERINC

-21.93%

Shares16.8K

Event2026-03-31

Filed2026-04-09

KHC

KRAFTHEINZCO

0.00%

Shares20.8K

Event2026-03-31

Filed2026-04-09

CALF

PACERFDSTR

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

IBDZ

ISHARESTR

9.81%

Shares17.0K

Event2026-03-31

Filed2026-04-09

IBTO

ISHARESTR

-10.95%

Shares18.1K

Event2026-03-31

Filed2026-04-09

HEFA

ISHARESTR

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-09

NMZ

NUVEENMUNHIGHINCOMEOPPOR

0.00%

Shares38.4K

Event2026-03-31

Filed2026-04-09

MATW

MATTHEWSINTLCORP

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-09

IBCA

ISHARESTR

New

Shares12.5K

Event2026-03-31

Filed2026-04-09

BNYMELLONETFTRUSTII

New

Shares12.3K

Event2026-03-31

Filed2026-04-09

FORDMTRCO

10.64%

Shares23.9K

Event2026-03-31

Filed2026-04-09

VFC

VFCORP

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-09

RQI

COHEN&STEERSQUALITYINCOM

-2.93%

Shares22.5K

Event2026-03-31

Filed2026-04-09

BNYMELLONETFTRUSTII

New

Shares10.2K

Event2026-03-31

Filed2026-04-09

PDBC

INVESCOACTVELYMNGDETCFD

-9.58%

Shares14.5K

Event2026-03-31

Filed2026-04-09

IBTL

ISHARESTR

-1.41%

Shares11.3K

Event2026-03-31

Filed2026-04-09

IBTM

ISHARESTR

-1.43%

Shares10.1K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available