Sponsored

The Analysis of Collaborative Wealth Managment Inc.'s Holdings & P&L

Currently, Collaborative Wealth Managment Inc. holds 160 types of securities in its portfolio with a total value $217.1M. In the most recent quarter, they have increased their positions in BUFF (+349.1K shares, valued at $17.2M), STIP (+99.7K shares, valued at $10.3M), UCON (+341.0K shares, valued at $8.4M); decreased their positions in HYMB (-233.3K shares, valued at $5.8M), SPYV (-86.3K shares, valued at $4.9M), SPYG (-47.6K shares, valued at $4.7M); initiated new positions in SFLR (+57.6K shares, valued at $2.0M), FTSM (+8.1K shares, valued at $485.3K), TFI (+8.8K shares, valued at $397.3K).

1M P&L

+5.3M+2.45%

3M P&L

-3.6M-1.58%

HY P&L

+6.7M+3.11%

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/A198.6M

92.6%

2Consumer Electronics5.3M

2.5%

3Restaurants3.4M

1.6%

Top Industries by Stock Count

1N/A134 stocks

87.0%

2Oil & Gas Integrated2 stocks

1.3%

3Oil & Gas Midstream2 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFF INNOVATOR ETFS TRUST376.8K shares1260.61%2026-03-312026-05-05

UCON FIRST TR EXCHNG TRADED FD VI567.9K shares150.32%2026-03-312026-05-05

STIP ISHARES TR132.5K shares303.59%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS291.4K shares19.51%2026-03-312026-05-05

AVUV AMERICAN CENTY ETF TR97.8K shares5.47%2026-03-312026-05-05

SPMD SPDR SERIES TRUST175.1K shares0.15%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR101.4K shares12.35%2026-03-312026-05-05

SPYG SPDR SERIES TRUST63.8K shares-42.71%2026-03-312026-05-05

Sponsored

SPYV SPDR SERIES TRUST105.9K shares-44.89%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II23.2K shares-34.23%2026-03-312026-05-05

AAPL APPLE INC21.1K shares-25.33%2026-03-312026-05-05

SPTM SPDR SERIES TRUST57.9K shares-40.77%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F74.6K shares-38.20%2026-03-312026-05-05

ONEY SPDR SERIES TRUST37.9K shares17.12%2026-03-312026-05-05

GLDM WORLD GOLD TR38.4K shares18.46%2026-03-312026-05-05

MCD MCDONALDS CORP10.9K shares-9.24%2026-03-312026-05-05

Sponsored

MLPX GLOBAL X FDS39.7K shares18.79%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F44.6K shares168.64%2026-03-312026-05-05

FDL FIRST TR EXCHANGE-TRADED FD48.6K shares-12.97%2026-03-312026-05-05

DNL WISDOMTREE TR59.3K shares2.11%2026-03-312026-05-05

HYMB SPDR SERIES TRUST87.4K shares-72.75%2026-03-312026-05-05

SFLR INNOVATOR ETFS TRUST57.6K sharesnew addition2026-03-312026-05-05

VTI VANGUARD INDEX FDS6.3K shares-11.25%2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II77.3K shares-13.92%2026-03-312026-05-05

Sponsored

DEM WISDOMTREE TR35.1K shares38.10%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR27.8K shares-2.10%2026-03-312026-05-05

SPMB SPDR SERIES TRUST75.3K shares-60.95%2026-03-312026-05-05

SPTI SPDR SERIES TRUST55.9K shares-4.75%2026-03-312026-05-05

USFR WISDOMTREE TR26.8K shares-65.40%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS8.6K shares-9.97%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS25.0K shares0.22%2026-03-312026-05-05

SPIB SPDR SERIES TRUST31.9K shares-0.94%2026-03-312026-05-05

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.9K shares-13.29%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.8K shares-26.48%2026-03-312026-05-05

EMLC VANECK ETF TRUST41.2K shares-79.09%2026-03-312026-05-05

TSLA TESLA INC2.7K shares-24.27%2026-03-312026-05-05

HDV ISHARES TR7.3K shares-21.42%2026-03-312026-05-05

RAAX VANECK ETF TRUST23.8K shares234.23%2026-03-312026-05-05

FLMI FRANKLIN TEMPLETON ETF TR38.9K shares-0.69%2026-03-312026-05-05

JMUB J P MORGAN EXCHANGE TRADED F19.1K shares-0.75%2026-03-312026-05-05

Sponsored

JMST J P MORGAN EXCHANGE TRADED F18.5K shares-1.10%2026-03-312026-05-05

PKW INVESCO EXCHANGE TRADED FD T7.0K shares0.00%2026-03-312026-05-05

DON WISDOMTREE TR17.3K shares-9.39%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-19.12%2026-03-312026-05-05

PAPR INNOVATOR ETFS TRUST21.2K shares0.00%2026-03-312026-05-05

HYBL SSGA ACTIVE TR27.2K shares-75.39%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-28.37%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.1K shares-7.48%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION4.3K shares-58.23%2026-03-312026-05-05

SPSM SPDR SERIES TRUST14.7K shares-2.84%2026-03-312026-05-05

MGV VANGUARD WORLD FD4.8K shares-1.67%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR4.0K shares-8.22%2026-03-312026-05-05

QYLD GLOBAL X FDS36.7K shares-40.22%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR13.6K shares-61.14%2026-03-312026-05-05

IWM ISHARES TR2.4K shares-56.38%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L15.9K shares0.00%2026-03-312026-05-05

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC12.0K shares-13.41%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR4.1K shares0.12%2026-03-312026-05-05

PFFD GLOBAL X FDS32.3K shares-83.23%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS8.0K shares-0.47%2026-03-312026-05-05

VOE VANGUARD INDEX FDS3.1K shares-51.70%2026-03-312026-05-05

VBR VANGUARD INDEX FDS2.6K shares-10.14%2026-03-312026-05-05

GLD SPDR GOLD TR1.3K shares1.80%2026-03-312026-05-05

MSFT MICROSOFT CORP1.5K shares-63.52%2026-03-312026-05-05

Sponsored

GLTR ABRDN PRECIOUS METALS BASKET2.5K shares4.32%2026-03-312026-05-05

IWV ISHARES TR1.5K shares-25.82%2026-03-312026-05-05

MUB ISHARES TR5.0K shares-83.34%2026-03-312026-05-05

UPS UNITED PARCEL SVCS INC5.3K shares-25.73%2026-03-312026-05-05

DGRW WISDOMTREE TR5.8K shares-34.78%2026-03-312026-05-05

VHT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-05

FPEI FIRST TR EXCH TRADED FD III25.7K shares-84.48%2026-03-312026-05-05

FTSM FIRST TR EXCHANGE-TRADED FD8.1K sharesnew addition2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP2.8K shares-47.22%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS7.3K shares-13.85%2026-03-312026-05-05

MOAT VANECK ETF TRUST4.8K shares-84.53%2026-03-312026-05-05

IJH ISHARES TR6.7K shares-4.92%2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS4.8K shares-17.09%2026-03-312026-05-05

IGLD FIRST TR EXCHANGE-TRADED FD17.7K shares10.25%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR9.0K shares-18.99%2026-03-312026-05-05

NAPR INNOVATOR ETFS TRUST8.0K shares0.00%2026-03-312026-05-05

Sponsored

ZJUL INNOVATOR ETFS TRUST14.7K shares-6.13%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL893 shares-47.28%2026-03-312026-05-05

AFL AFLAC INC3.9K shares-27.20%2026-03-312026-05-05

SPLB SPDR SERIES TRUST19.1K shares-81.98%2026-03-312026-05-05

XYLD GLOBAL X FDS10.7K shares-76.55%2026-03-312026-05-05

VUG VANGUARD INDEX FDS949 shares-43.88%2026-03-312026-05-05

DGRO ISHARES TR5.9K shares-8.25%2026-03-312026-05-05

QHY WISDOMTREE TR9.0K shares-84.23%2026-03-312026-05-05

Sponsored

AVGE AMERICAN CENTY ETF TR4.6K shares-85.92%2026-03-312026-05-05

SUB ISHARES TR3.8K shares6.54%2026-03-312026-05-05

TFI SPDR SERIES TRUST8.8K sharesnew addition2026-03-312026-05-05

VDE VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-05

CLF CLEVELAND-CLIFFS INC NEW44.9K shares0.00%2026-03-312026-05-05

KNG FIRST TR EXCHANGE-TRADED FD7.7K shares-72.00%2026-03-312026-05-05

VONV VANGUARD SCOTTSDALE FDS3.9K shares-0.28%2026-03-312026-05-05

QUS SPDR SERIES TRUST2.1K shares1.68%2026-03-312026-05-05

Sponsored

VTV VANGUARD INDEX FDS1.8K shares-45.12%2026-03-312026-05-05

IJR ISHARES TR2.9K shares-8.52%2026-03-312026-05-05

PTY PIMCO CORPORATE & INCOME OPP29.8K shares0.00%2026-03-312026-05-05

DES WISDOMTREE TR9.9K shares-2.14%2026-03-312026-05-05

HYD VANECK ETF TRUST7.1K shares-3.81%2026-03-312026-05-05

BUFQ FIRST TR EXCHNG TRADED FD VI10.0K shares18.09%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR2.6K shares-28.45%2026-03-312026-05-05

ITA ISHARES TR1.6K shares0.00%2026-03-312026-05-05

Sponsored

IEMG ISHARES INC4.9K shares-27.54%2026-03-312026-05-05

KAPR INNOVATOR ETFS TRUST9.4K shares0.00%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD3.6K shares-18.29%2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR2.6K shares0.00%2026-03-312026-05-05

TOWN TOWNEBANK PORTSMOUTH VA9.7K sharesnew addition2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD8.3K shares-77.64%2026-03-312026-05-05

VFH VANGUARD WORLD FD2.7K shares-0.82%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR10.3K shares-74.83%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC1.5K shares-69.64%2026-03-312026-05-05

HYLS FIRST TR EXCHANGE-TRADED FD7.1K shares0.07%2026-03-312026-05-05

WMT WALMART INC2.3K shares-67.71%2026-03-312026-05-05

SPAB SPDR SERIES TRUST10.9K shares-1.00%2026-03-312026-05-05

CVLC MORGAN STANLEY ETF TRUST3.5K shares-0.23%2026-03-312026-05-05

NOBL PROSHARES TR2.6K shares0.00%2026-03-312026-05-05

XLRE SELECT SECTOR SPDR TR6.6K shares-62.98%2026-03-312026-05-05

TOTL SSGA ACTIVE ETF TR6.7K shares-28.11%2026-03-312026-05-05

Sponsored

KJAN INNOVATOR ETFS TRUST6.4K shares-46.81%2026-03-312026-05-05

GOVT ISHARES TR11.4K shares5.64%2026-03-312026-05-05

OKE ONEOK INC NEW2.9K shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF6.6K shares30.80%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS3.2K sharesnew addition2026-03-312026-05-05

EMCB WISDOMTREE TR3.8K shares-84.48%2026-03-312026-05-05

PBUS INVESCO EXCH TRADED FD TR II3.8K shares-3.02%2026-03-312026-05-05

AVDE AMERICAN CENTY ETF TR2.8K shares-29.33%2026-03-312026-05-05

Sponsored

LLY ELI LILLY & CO256 shares-67.05%2026-03-312026-05-05

QEFA SPDR INDEX SHS FDS2.5K shares0.80%2026-03-312026-05-05

SLYG SPDR SERIES TRUST2.4K sharesnew addition2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F4.3K shares-12.43%2026-03-312026-05-05

SPYD SPDR SERIES TRUST5.0K shares3.11%2026-03-312026-05-05

CVMC MORGAN STANLEY ETF TRUST3.5K shares1.37%2026-03-312026-05-05

ALPHABET INC ALPHABET INC778 shares-36.75%2026-03-312026-05-05

PPA INVESCO EXCHANGE TRADED FD T1.3K shares0.15%2026-03-312026-05-05

Sponsored

RWR SPDR SERIES TRUST2.2K shares-0.50%2026-03-312026-05-05

ALPHABET INC ALPHABET INC761 shares-86.09%2026-03-312026-05-05

SPTS SPDR SERIES TRUST7.4K shares-41.71%2026-03-312026-05-05

IYH ISHARES TR3.5K shares0.00%2026-03-312026-05-05

META META PLATFORMS INC370 shares-72.65%2026-03-312026-05-05

DHY CREDIT SUISSE HIGH YIELD CRE110.9K shares0.00%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND448 shares-9.49%2026-03-312026-05-05

CVIE MORGAN STANLEY ETF TRUST2.8K shares-5.61%2026-03-312026-05-05

Sponsored

IAPR INNOVATOR ETFS TRUST6.5K sharesnew addition2026-03-312026-05-05

BALT INNOVATOR ETFS TRUST6.1K shares-15.83%2026-03-312026-05-05

IUSV ISHARES TR2.0K shares-8.11%2026-03-312026-05-05

CVX CHEVRON CORPORATION981 shares-67.34%2026-03-312026-05-05

QUAL ISHARES TR1.1K shares0.00%2026-03-312026-05-05

T AT&T INC6.9K shares-62.60%2026-03-312026-05-05

AGNC AGNC INVT CORP18.1K shares0.00%2026-03-312026-05-05

PMO PUTNAM MUN OPPORTUNITIES TR13.4K shares0.00%2026-03-312026-05-05

Sponsored

F FORD MTR CO11.9K shares-23.56%2026-03-312026-05-05

VMO INVESCO MUN OPPORTUNIT TR11.0K shares0.00%2026-03-312026-05-05

MHF WESTERN ASSET MUN HIGH INCOM15.0K shares0.00%2026-03-312026-05-05

EAD ALLSPRING INCOME OPPORTUNIT15.4K shares0.00%2026-03-312026-05-05

JPC NUVEEN PFD & INCOME OPPORTUN10.3K shares0.00%2026-03-312026-05-05

CIF MFS INTER HIGH INCOME FD28.5K shares0.00%2026-03-312026-05-05

TEUCRIUM COMMODITY TR TEUCRIUM COMMODITY TR1.9K sharesnew addition2026-03-312026-05-05

CORN TEUCRIUM COMMODITY TR2.2K sharesnew addition2026-03-312026-05-05

Sponsored

BUFF

INNOVATOR ETFS TRUST

1260.61%

Shares376.8K

Event2026-03-31

Filed2026-05-05

UCON

FIRST TR EXCHNG TRADED FD VI

150.32%

Shares567.9K

Event2026-03-31

Filed2026-05-05

STIP

ISHARES TR

303.59%

Shares132.5K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

19.51%

Shares291.4K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

5.47%

Shares97.8K

Event2026-03-31

Filed2026-05-05

SPMD

SPDR SERIES TRUST

0.15%

Shares175.1K

Event2026-03-31

Filed2026-05-05

AVEM

AMERICAN CENTY ETF TR

12.35%

Shares101.4K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

-42.71%

Shares63.8K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

-44.89%

Shares105.9K

Event2026-03-31

Filed2026-05-05

QQQM

INVESCO EXCH TRADED FD TR II

-34.23%

Shares23.2K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-25.33%

Shares21.1K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SERIES TRUST

-40.77%

Shares57.9K

Event2026-03-31

Filed2026-05-05

JQUA

J P MORGAN EXCHANGE TRADED F

-38.20%

Shares74.6K

Event2026-03-31

Filed2026-05-05

ONEY

SPDR SERIES TRUST

17.12%

Shares37.9K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

18.46%

Shares38.4K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

-9.24%

Shares10.9K

Event2026-03-31

Filed2026-05-05

MLPX

GLOBAL X FDS

18.79%

Shares39.7K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

168.64%

Shares44.6K

Event2026-03-31

Filed2026-05-05

FDL

FIRST TR EXCHANGE-TRADED FD

-12.97%

Shares48.6K

Event2026-03-31

Filed2026-05-05

DNL

WISDOMTREE TR

2.11%

Shares59.3K

Event2026-03-31

Filed2026-05-05

HYMB

SPDR SERIES TRUST

-72.75%

Shares87.4K

Event2026-03-31

Filed2026-05-05

SFLR

INNOVATOR ETFS TRUST

New

Shares57.6K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-11.25%

Shares6.3K

Event2026-03-31

Filed2026-05-05

PZA

INVESCO EXCH TRADED FD TR II

-13.92%

Shares77.3K

Event2026-03-31

Filed2026-05-05

DEM

WISDOMTREE TR

38.10%

Shares35.1K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

-2.10%

Shares27.8K

Event2026-03-31

Filed2026-05-05

SPMB

SPDR SERIES TRUST

-60.95%

Shares75.3K

Event2026-03-31

Filed2026-05-05

SPTI

SPDR SERIES TRUST

-4.75%

Shares55.9K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-65.40%

Shares26.8K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-9.97%

Shares8.6K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

0.22%

Shares25.0K

Event2026-03-31

Filed2026-05-05

SPIB

SPDR SERIES TRUST

-0.94%

Shares31.9K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-13.29%

Shares4.9K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-26.48%

Shares1.8K

Event2026-03-31

Filed2026-05-05

EMLC

VANECK ETF TRUST

-79.09%

Shares41.2K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

-24.27%

Shares2.7K

Event2026-03-31

Filed2026-05-05

HDV

ISHARES TR

-21.42%

Shares7.3K

Event2026-03-31

Filed2026-05-05

RAAX

VANECK ETF TRUST

234.23%

Shares23.8K

Event2026-03-31

Filed2026-05-05

FLMI

FRANKLIN TEMPLETON ETF TR

-0.69%

Shares38.9K

Event2026-03-31

Filed2026-05-05

JMUB

J P MORGAN EXCHANGE TRADED F

-0.75%

Shares19.1K

Event2026-03-31

Filed2026-05-05

JMST

J P MORGAN EXCHANGE TRADED F

-1.10%

Shares18.5K

Event2026-03-31

Filed2026-05-05

PKW

INVESCO EXCHANGE TRADED FD T

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-05

DON

WISDOMTREE TR

-9.39%

Shares17.3K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-19.12%

Shares1.3K

Event2026-03-31

Filed2026-05-05

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares21.2K

Event2026-03-31

Filed2026-05-05

HYBL

SSGA ACTIVE TR

-75.39%

Shares27.2K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-28.37%

Shares1.3K

Event2026-03-31

Filed2026-05-05

VGT

VANGUARD WORLD FD

-7.48%

Shares1.1K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-58.23%

Shares4.3K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SERIES TRUST

-2.84%

Shares14.7K

Event2026-03-31

Filed2026-05-05

MGV

VANGUARD WORLD FD

-1.67%

Shares4.8K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-8.22%

Shares4.0K

Event2026-03-31

Filed2026-05-05

QYLD

GLOBAL X FDS

-40.22%

Shares36.7K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

-61.14%

Shares13.6K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

-56.38%

Shares2.4K

Event2026-03-31

Filed2026-05-05

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares15.9K

Event2026-03-31

Filed2026-05-05

GSY

INVESCO ACTIVELY MANAGED EXC

-13.41%

Shares12.0K

Event2026-03-31

Filed2026-05-05

XLV

SELECT SECTOR SPDR TR

0.12%

Shares4.1K

Event2026-03-31

Filed2026-05-05

PFFD

GLOBAL X FDS

-83.23%

Shares32.3K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

-0.47%

Shares8.0K

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

-51.70%

Shares3.1K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-10.14%

Shares2.6K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

1.80%

Shares1.3K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-63.52%

Shares1.5K

Event2026-03-31

Filed2026-05-05

GLTR

ABRDN PRECIOUS METALS BASKET

4.32%

Shares2.5K

Event2026-03-31

Filed2026-05-05

IWV

ISHARES TR

-25.82%

Shares1.5K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-83.34%

Shares5.0K

Event2026-03-31

Filed2026-05-05

UPS

UNITED PARCEL SVCS INC

-25.73%

Shares5.3K

Event2026-03-31

Filed2026-05-05

DGRW

WISDOMTREE TR

-34.78%

Shares5.8K

Event2026-03-31

Filed2026-05-05

VHT

VANGUARD WORLD FD

0.00%

Shares1.8K

Event2026-03-31

Filed2026-05-05

FPEI

FIRST TR EXCH TRADED FD III

-84.48%

Shares25.7K

Event2026-03-31

Filed2026-05-05

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares8.1K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-47.22%

Shares2.8K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-13.85%

Shares7.3K

Event2026-03-31

Filed2026-05-05

MOAT

VANECK ETF TRUST

-84.53%

Shares4.8K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-4.92%

Shares6.7K

Event2026-03-31

Filed2026-05-05

VYMI

VANGUARD WHITEHALL FDS

-17.09%

Shares4.8K

Event2026-03-31

Filed2026-05-05

IGLD

FIRST TR EXCHANGE-TRADED FD

10.25%

Shares17.7K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

-18.99%

Shares9.0K

Event2026-03-31

Filed2026-05-05

NAPR

INNOVATOR ETFS TRUST

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-05

ZJUL

INNOVATOR ETFS TRUST

-6.13%

Shares14.7K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-47.28%

Shares893

Event2026-03-31

Filed2026-05-05

AFL

AFLAC INC

-27.20%

Shares3.9K

Event2026-03-31

Filed2026-05-05

SPLB

SPDR SERIES TRUST

-81.98%

Shares19.1K

Event2026-03-31

Filed2026-05-05

XYLD

GLOBAL X FDS

-76.55%

Shares10.7K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-43.88%

Shares949

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

-8.25%

Shares5.9K

Event2026-03-31

Filed2026-05-05

QHY

WISDOMTREE TR

-84.23%

Shares9.0K

Event2026-03-31

Filed2026-05-05

AVGE

AMERICAN CENTY ETF TR

-85.92%

Shares4.6K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

6.54%

Shares3.8K

Event2026-03-31

Filed2026-05-05

TFI

SPDR SERIES TRUST

New

Shares8.8K

Event2026-03-31

Filed2026-05-05

VDE

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares44.9K

Event2026-03-31

Filed2026-05-05

KNG

FIRST TR EXCHANGE-TRADED FD

-72.00%

Shares7.7K

Event2026-03-31

Filed2026-05-05

VONV

VANGUARD SCOTTSDALE FDS

-0.28%

Shares3.9K

Event2026-03-31

Filed2026-05-05

QUS

SPDR SERIES TRUST

1.68%

Shares2.1K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-45.12%

Shares1.8K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-8.52%

Shares2.9K

Event2026-03-31

Filed2026-05-05

PTY

PIMCO CORPORATE & INCOME OPP

0.00%

Shares29.8K

Event2026-03-31

Filed2026-05-05

DES

WISDOMTREE TR

-2.14%

Shares9.9K

Event2026-03-31

Filed2026-05-05

HYD

VANECK ETF TRUST

-3.81%

Shares7.1K

Event2026-03-31

Filed2026-05-05

BUFQ

FIRST TR EXCHNG TRADED FD VI

18.09%

Shares10.0K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

-28.45%

Shares2.6K

Event2026-03-31

Filed2026-05-05

ITA

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

-27.54%

Shares4.9K

Event2026-03-31

Filed2026-05-05

KAPR

INNOVATOR ETFS TRUST

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-05

FTCS

FIRST TR EXCHANGE-TRADED FD

-18.29%

Shares3.6K

Event2026-03-31

Filed2026-05-05

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

TOWN

TOWNEBANK PORTSMOUTH VA

New

Shares9.7K

Event2026-03-31

Filed2026-05-05

SDVY

FIRST TR EXCHANGE TRADED FD

-77.64%

Shares8.3K

Event2026-03-31

Filed2026-05-05

VFH

VANGUARD WORLD FD

-0.82%

Shares2.7K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-74.83%

Shares10.3K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-69.64%

Shares1.5K

Event2026-03-31

Filed2026-05-05

HYLS

FIRST TR EXCHANGE-TRADED FD

0.07%

Shares7.1K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

-67.71%

Shares2.3K

Event2026-03-31

Filed2026-05-05

SPAB

SPDR SERIES TRUST

-1.00%

Shares10.9K

Event2026-03-31

Filed2026-05-05

CVLC

MORGAN STANLEY ETF TRUST

-0.23%

Shares3.5K

Event2026-03-31

Filed2026-05-05

NOBL

PROSHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

XLRE

SELECT SECTOR SPDR TR

-62.98%

Shares6.6K

Event2026-03-31

Filed2026-05-05

TOTL

SSGA ACTIVE ETF TR

-28.11%

Shares6.7K

Event2026-03-31

Filed2026-05-05

KJAN

INNOVATOR ETFS TRUST

-46.81%

Shares6.4K

Event2026-03-31

Filed2026-05-05

GOVT

ISHARES TR

5.64%

Shares11.4K

Event2026-03-31

Filed2026-05-05

OKE

ONEOK INC NEW

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

30.80%

Shares6.6K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

New

Shares3.2K

Event2026-03-31

Filed2026-05-05

EMCB

WISDOMTREE TR

-84.48%

Shares3.8K

Event2026-03-31

Filed2026-05-05

PBUS

INVESCO EXCH TRADED FD TR II

-3.02%

Shares3.8K

Event2026-03-31

Filed2026-05-05

AVDE

AMERICAN CENTY ETF TR

-29.33%

Shares2.8K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-67.05%

Shares256

Event2026-03-31

Filed2026-05-05

QEFA

SPDR INDEX SHS FDS

0.80%

Shares2.5K

Event2026-03-31

Filed2026-05-05

SLYG

SPDR SERIES TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-12.43%

Shares4.3K

Event2026-03-31

Filed2026-05-05

SPYD

SPDR SERIES TRUST

3.11%

Shares5.0K

Event2026-03-31

Filed2026-05-05

CVMC

MORGAN STANLEY ETF TRUST

1.37%

Shares3.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-36.75%

Shares778

Event2026-03-31

Filed2026-05-05

PPA

INVESCO EXCHANGE TRADED FD T

0.15%

Shares1.3K

Event2026-03-31

Filed2026-05-05

RWR

SPDR SERIES TRUST

-0.50%

Shares2.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-86.09%

Shares761

Event2026-03-31

Filed2026-05-05

SPTS

SPDR SERIES TRUST

-41.71%

Shares7.4K

Event2026-03-31

Filed2026-05-05

IYH

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05