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The Analysis of Commonwealth Financial Services, LLC's Holdings & P&L

Currently, Commonwealth Financial Services, LLC holds 278 types of securities in its portfolio with a total value $631.7M. In the most recent quarter, they have increased their positions in GJAN (+761.2K shares, valued at $31.9M), LMBS (+290.0K shares, valued at $14.4M), RDVY (+175.2K shares, valued at $12.0M); decreased their positions in UXOC (-625.1K shares, valued at $21.0M), IEFA (-103.4K shares, valued at $9.4M), TLT (-77.8K shares, valued at $6.7M); initiated new positions in RDVY (+175.2K shares, valued at $12.0M), EEM (+60.7K shares, valued at $3.4M), SPHB (+16.0K shares, valued at $1.9M).

1M P&L

+18.3M+2.97%

3M P&L

+24.0M+3.93%

HY P&L

+52.9M+9.06%

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/A475.5M

81.4%

2Semiconductors14.7M

2.5%

3Software - Infrastructure8.9M

1.5%

Top Industries by Stock Count

1N/A118 stocks

45.2%

2Banks - Regional11 stocks

4.2%

3Software - Infrastructure9 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T76.8K shares6.40%2026-03-312026-05-07

GJAN FIRST TR EXCHNG TRADED FD VI866.3K shares723.96%2026-03-312026-05-07

FIXD FIRST TR EXCHNG TRADED FD VI784.3K shares8.12%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR52.8K shares-4.68%2026-03-312026-05-07

IVV ISHARES TR40.2K shares6.72%2026-03-312026-05-07

QMOM EA SERIES TRUST305.5K shares9.85%2026-03-312026-05-07

UCON FIRST TR EXCHNG TRADED FD VI765.6K shares7.87%2026-03-312026-05-07

TLH ISHARES TR163.3K shares-21.80%2026-03-312026-05-07

Sponsored

FRDM EA SERIES TRUST293.6K shares-4.33%2026-03-312026-05-07

LMBS FIRST TR EXCHANGE-TRADED FD294.0K shares7161.82%2026-03-312026-05-07

ONEQ FIDELITY COMWLTH TR145.8K shares6.84%2026-03-312026-05-07

NVDA NVIDIA CORPORATION70.4K shares5.82%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD175.2K sharesnew addition2026-03-312026-05-07

ICOW PACER FDS TR270.1K shares7.09%2026-03-312026-05-07

IBDS ISHARES TR466.9K shares7.43%2026-03-312026-05-07

IBDT ISHARES TR433.3K shares7.48%2026-03-312026-05-07

Sponsored

IBDU ISHARES TR464.3K shares7.28%2026-03-312026-05-07

IBDV ISHARES TR470.9K shares7.23%2026-03-312026-05-07

WCMI FIRST TR EXCHANGE-TRADED FD593.1K shares8.84%2026-03-312026-05-07

FTCS FIRST TR EXCHANGE-TRADED FD106.2K shares11.63%2026-03-312026-05-07

IBDW ISHARES TR460.3K shares7.82%2026-03-312026-05-07

IBHG ISHARES TR388.1K shares7.01%2026-03-312026-05-07

IBHH ISHARES TR360.9K shares6.49%2026-03-312026-05-07

IBHI ISHARES TR352.0K shares7.04%2026-03-312026-05-07

Sponsored

DJUL FIRST TR EXCHNG TRADED FD VI150.5K shares1.94%2026-03-312026-05-07

SPYM SPDR SERIES TRUST91.2K shares7.92%2026-03-312026-05-07

AAPL APPLE INC25.0K shares12.35%2026-03-312026-05-07

UXOC FIRST TR EXCHNG TRADED FD VI186.2K shares-77.05%2026-03-312026-05-07

MSFT MICROSOFT CORP16.3K shares-17.49%2026-03-312026-05-07

SOXX ISHARES TR16.3K shares-10.21%2026-03-312026-05-07

EFA ISHARES TR46.5K shares-9.43%2026-03-312026-05-07

BOXX EA SERIES TRUST37.0K shares-3.13%2026-03-312026-05-07

Sponsored

AMZN AMAZON COM INC20.0K shares14.79%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO14.0K shares-9.97%2026-03-312026-05-07

ILCB ISHARES TR44.3K shares2.58%2026-03-312026-05-07

XOM EXXON MOBIL CORP21.0K shares4.91%2026-03-312026-05-07

EEM ISHARES TR60.7K sharesnew addition2026-03-312026-05-07

WMT WALMART INC26.4K shares5.42%2026-03-312026-05-07

QQQM INVESCO EXCH TRADED FD TR II13.4K shares0.22%2026-03-312026-05-07

ALPHABET INC ALPHABET INC10.8K shares0.93%2026-03-312026-05-07

Sponsored

COST COSTCO WHOLESALE CORPORATION3.1K shares2.00%2026-03-312026-05-07

DJAN FIRST TR EXCHNG TRADED FD VI71.5K shares39.39%2026-03-312026-05-07

IVW ISHARES TR26.8K shares-23.44%2026-03-312026-05-07

BROADCOM INC BROADCOM INC9.1K shares4.47%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T60.5K shares-9.68%2026-03-312026-05-07

IYW ISHARES TR15.6K shares-54.14%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC20.0K shares2.92%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP4.1K shares1.09%2026-03-312026-05-07

Sponsored

DOCT FIRST TR EXCHNG TRADED FD VI53.4K shares6.02%2026-03-312026-05-07

DAPR FIRST TR EXCHNG TRADED FD VI56.4K shares6.67%2026-03-312026-05-07

IBHF ISHARES TR96.3K shares-6.41%2026-03-312026-05-07

SGOV ISHARES TR21.8K shares101.98%2026-03-312026-05-07

PROSHARES TR PROSHARES TR57.6K shares0.00%2026-03-312026-05-07

PG PROCTER & GAMBLE CO14.6K shares3.36%2026-03-312026-05-07

IBDR ISHARES TR85.1K shares-0.19%2026-03-312026-05-07

SDVY FIRST TR EXCHANGE TRADED FD50.4K shares4.60%2026-03-312026-05-07

Sponsored

CSCO CISCO SYS INC25.0K shares15.77%2026-03-312026-05-07

META META PLATFORMS INC3.3K shares8.33%2026-03-312026-05-07

SPHB INVESCO EXCH TRADED FD TR II16.0K sharesnew addition2026-03-312026-05-07

UBSI UNITED BANKSHARES INC WEST V40.8K shares3.18%2026-03-312026-05-07

CVX CHEVRON CORPORATION7.1K shares16.31%2026-03-312026-05-07

ABBV ABBVIE INC6.7K shares1.67%2026-03-312026-05-07

SPYV SPDR SERIES TRUST24.6K shares0.00%2026-03-312026-05-07

GLD SPDR GOLD TR3.1K shares7.62%2026-03-312026-05-07

Sponsored

UBCP UNITED BANCORP INC OHIO87.4K shares1.11%2026-03-312026-05-07

FDL FIRST TR EXCHANGE-TRADED FD25.7K shares0.00%2026-03-312026-05-07

GSLC GOLDMAN SACHS ETF TR10.2K shares-0.39%2026-03-312026-05-07

DDEC FIRST TR EXCHNG TRADED FD VI28.8K shares0.00%2026-03-312026-05-07

ALPHABET INC ALPHABET INC4.2K shares12.16%2026-03-312026-05-07

PFE PFIZER INC42.6K shares9.48%2026-03-312026-05-07

ISTB ISHARES TR24.6K shares-0.70%2026-03-312026-05-07

XMMO INVESCO EXCHANGE TRADED FD T8.1K shares0.00%2026-03-312026-05-07

Sponsored

JNJ JOHNSON & JOHNSON4.8K shares-3.27%2026-03-312026-05-07

KO COCA COLA CO15.4K shares3.33%2026-03-312026-05-07

CSX CSX CORP28.4K shares5.34%2026-03-312026-05-07

PPG PPG INDS INC10.8K shares-3.49%2026-03-312026-05-07

T AT&T INC39.6K shares4.79%2026-03-312026-05-07

ASML ASML HLDG NV863 shares37.86%2026-03-312026-05-07

V VISA INC3.6K shares6.52%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares2.61%2026-03-312026-05-07

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI22.5K shares-11.58%2026-03-312026-05-07

DGRO ISHARES TR15.2K shares-4.85%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K sharesnew addition2026-03-312026-05-07

LLY ELI LILLY & CO1.0K shares1.16%2026-03-312026-05-07

RFG INVESCO EXCHANGE TRADED FD T17.3K shares0.00%2026-03-312026-05-07

CAT CATERPILLAR INC1.3K shares20.02%2026-03-312026-05-07

MDYV SPDR SERIES TRUST10.7K shares0.00%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC7.5K shares0.25%2026-03-312026-05-07

Sponsored

VTI VANGUARD INDEX FDS2.8K shares112.59%2026-03-312026-05-07

COWZ PACER FDS TR13.2K shares-0.36%2026-03-312026-05-07

IJR ISHARES TR6.6K shares0.23%2026-03-312026-05-07

PWR QUANTA SVCS INC1.5K shares-2.35%2026-03-312026-05-07

HD HOME DEPOT INC2.3K shares10.18%2026-03-312026-05-07

PEBO PEOPLES BANCORP INC23.2K shares-19.40%2026-03-312026-05-07

JMST J P MORGAN EXCHANGE TRADED F14.8K shares2.06%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F13.0K shares1.13%2026-03-312026-05-07

Sponsored

SLYV SPDR SERIES TRUST7.7K shares-6.78%2026-03-312026-05-07

SPSB SPDR SERIES TRUST24.2K shares11.93%2026-03-312026-05-07

JMUB J P MORGAN EXCHANGE TRADED F14.5K shares2.75%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC2.1K shares10.91%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC4.8K shares14.63%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC1.8K shares11.14%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS2.9K shares4.90%2026-03-312026-05-07

AMGN AMGEN INC2.0K shares1.54%2026-03-312026-05-07

Sponsored

LOW LOWES COS INC2.8K shares2.38%2026-03-312026-05-07

GFEB FIRST TR EXCHNG TRADED FD VI16.1K shares26.89%2026-03-312026-05-07

MOAT VANECK ETF TRUST6.7K shares0.00%2026-03-312026-05-07

MA MASTERCARD INCORPORATED1.3K shares-1.07%2026-03-312026-05-07

TSLA TESLA INC1.7K shares7.31%2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR20.8K shares1.83%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC3.0K shares32.49%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR9.7K shares2.39%2026-03-312026-05-07

Sponsored

PEP PEPSICO INC3.7K shares-2.86%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW1.8K shares4.89%2026-03-312026-05-07

SPYG SPDR SERIES TRUST5.7K shares-0.61%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC1.5K shares5.64%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC10.9K shares-6.10%2026-03-312026-05-07

IWM ISHARES TR2.2K shares0.00%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC3.2K shares14.04%2026-03-312026-05-07

IYF ISHARES TR4.5K shares0.07%2026-03-312026-05-07

Sponsored

BMY BRISTOL-MYERS SQUIBB CO8.6K shares1.19%2026-03-312026-05-07

FLMB FRANKLIN TEMPLETON ETF TR21.7K shares2.16%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC593 shares29.48%2026-03-312026-05-07

SLYG SPDR SERIES TRUST5.2K shares0.00%2026-03-312026-05-07

IBIT ISHARES BITCOIN TRUST ETF12.8K shares-4.50%2026-03-312026-05-07

MCD MCDONALDS CORP1.6K shares-6.92%2026-03-312026-05-07

DAUG FIRST TR EXCHNG TRADED FD VI10.9K shares-2.81%2026-03-312026-05-07

SHYG ISHARES TR11.2K shares-0.50%2026-03-312026-05-07

Sponsored

ORCL ORACLE CORP3.1K shares19.89%2026-03-312026-05-07

ABT ABBOTT LABORATORIES4.4K shares0.18%2026-03-312026-05-07

SPHQ INVESCO EXCHANGE TRADED FD T5.8K shares0.02%2026-03-312026-05-07

UTG REAVES UTIL INCOME FD11.0K shares1.02%2026-03-312026-05-07

VLO VALERO ENERGY CORP1.7K shares20.10%2026-03-312026-05-07

CALF PACER FDS TR9.5K shares-4.49%2026-03-312026-05-07

MDY STATE STR SPDR S&P MIDCAP 40684 shares-2.15%2026-03-312026-05-07

RTX RTX CORPORATION2.1K shares6.86%2026-03-312026-05-07

Sponsored

LGLV SPDR SERIES TRUST2.3K shares0.00%2026-03-312026-05-07

MPC MARATHON PETE CORP1.7K shares-0.18%2026-03-312026-05-07

FDX FEDEX CORP1.1K shares2.07%2026-03-312026-05-07

ZSEP INNOVATOR ETFS TRUST15.0K shares0.00%2026-03-312026-05-07

CSM PROSHARES TR5.3K shares0.00%2026-03-312026-05-07

BLDR BUILDERS FIRSTSOURCE INC4.8K shares0.10%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC2.4K shares7.84%2026-03-312026-05-07

DGX QUEST DIAGNOSTICS INC2.0K shares9.51%2026-03-312026-05-07

Sponsored

VGT VANGUARD WORLD FD553 shares1.28%2026-03-312026-05-07

TLT ISHARES TR4.4K shares-94.60%2026-03-312026-05-07

DVY ISHARES TR2.5K shares-0.24%2026-03-312026-05-07

CASY CASEYS GEN STORES INC518 shares9.51%2026-03-312026-05-07

IBMQ ISHARES TR14.7K shares2.40%2026-03-312026-05-07

GLW CORNING INC2.8K sharesnew addition2026-03-312026-05-07

CHCO CITY HLDG CO3.1K sharesnew addition2026-03-312026-05-07

IBMP ISHARES TR14.5K shares0.10%2026-03-312026-05-07

Sponsored

ROCKET LAB CORP ROCKET LAB CORP5.7K shares46.76%2026-03-312026-05-07

IYJ ISHARES TR2.5K shares0.00%2026-03-312026-05-07

BINC BLACKROCK ETF TRUST II6.9K sharesnew addition2026-03-312026-05-07

XLK SELECT SECTOR SPDR TR2.7K shares1.43%2026-03-312026-05-07

WSBC WESBANCO INC10.3K shares3.42%2026-03-312026-05-07

AMAT APPLIED MATLS INC1.0K shares17.21%2026-03-312026-05-07

RZG INVESCO EXCHANGE TRADED FD T6.2K shares0.00%2026-03-312026-05-07

QUAL ISHARES TR1.8K shares-1.27%2026-03-312026-05-07

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.6K sharesnew addition2026-03-312026-05-07

UNP UNION PAC CORP1.4K shares7.82%2026-03-312026-05-07

DIS DISNEY WALT CO3.5K shares19.86%2026-03-312026-05-07

SDOG ALPS ETF TR5.2K shares0.00%2026-03-312026-05-07

KLAC KLA CORP227 shares13.50%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS1.6K shares6.90%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS552 shares18.45%2026-03-312026-05-07

ALSN ALLISON TRANSMISSION HLDGS I2.8K shares0.18%2026-03-312026-05-07

Sponsored

XMLV INVESCO EXCH TRADED FD TR II5.2K shares-8.41%2026-03-312026-05-07

NFLX NETFLIX INC.3.4K sharesnew addition2026-03-312026-05-07

ALL ALLSTATE CORP1.6K shares18.73%2026-03-312026-05-07

RCL ROYAL CARIBBEAN GROUP1.2K shares4.09%2026-03-312026-05-07

MS MORGAN STANLEY2.0K shares38.46%2026-03-312026-05-07

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-03-312026-05-07

WM WASTE MGMT INC DEL1.3K shares2.36%2026-03-312026-05-07

SJNK SPDR SERIES TRUST12.2K shares11.99%2026-03-312026-05-07

Sponsored

PSX PHILLIPS 661.7K shares6.63%2026-03-312026-05-07

NEE NEXTERA ENERGY INC3.2K shares9.99%2026-03-312026-05-07

HOOD ROBINHOOD MKTS INC4.3K shares-0.35%2026-03-312026-05-07

UNM UNUM GROUP4.0K sharesnew addition2026-03-312026-05-07

DECM FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC631 shares6.59%2026-03-312026-05-07

RUSHB RUSH ENTERPRISES INC4.5K sharesnew addition2026-03-312026-05-07

RGLD ROYAL GOLD INC1.1K sharesnew addition2026-03-312026-05-07

Sponsored

CCL CARNIVAL CORP11.0K shares0.09%2026-03-312026-05-07

ITOT ISHARES TR2.0K shares0.00%2026-03-312026-05-07

IVE ISHARES TR1.3K shares-90.15%2026-03-312026-05-07

SBUX STARBUCKS CORP3.1K shares9.00%2026-03-312026-05-07

TFC TRUIST FINL CORP6.1K shares5.84%2026-03-312026-05-07

ROL ROLLINS INC5.2K shares7.38%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE974 shares7.27%2026-03-312026-05-07

FAST FASTENAL CO5.9K shares-9.98%2026-03-312026-05-07

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2026-03-312026-05-07

ITW ILLINOIS TOOL WKS INC1.0K shares-7.19%2026-03-312026-05-07

IBMO ISHARES TR10.4K shares2.44%2026-03-312026-05-07

NWSA NEWS CORP NEW10.7K sharesnew addition2026-03-312026-05-07

FE FIRSTENERGY CORP5.2K shares2.16%2026-03-312026-05-07

SLV ISHARES SILVER TR3.8K shares-54.03%2026-03-312026-05-07

PAAS PAN AMERN SILVER CORP4.8K sharesnew addition2026-03-312026-05-07

ROCK GIBRALTAR INDS INC6.5K sharesnew addition2026-03-312026-05-07

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K shares3.77%2026-03-312026-05-07

MMM 3M CO1.8K shares-24.03%2026-03-312026-05-07

SHBI SHORE BANCSHARES INC13.6K sharesnew addition2026-03-312026-05-07

UVE UNIVERSAL INS HLDGS INC7.4K sharesnew addition2026-03-312026-05-07

UTL UNITIL CORP4.8K sharesnew addition2026-03-312026-05-07

MOG.A MOOG INC862 sharesnew addition2026-03-312026-05-07

AXP AMERICAN EXPRESS CO833 shares19.00%2026-03-312026-05-07

VGK VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-05-07

Sponsored

JHG JANUS HENDERSON GROUP PLC4.9K sharesnew addition2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC2.2K shares26.06%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR2.8K shares0.00%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC921 shares-20.81%2026-03-312026-05-07

AHH AH RLTY TR INC45.1K sharesnew addition2026-03-312026-05-07

GEV GE VERNOVA INC284 sharesnew addition2026-03-312026-05-07

BAC BANK AMERICA CORP5.1K shares18.55%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND532 shares-5.00%2026-03-312026-05-07

Sponsored

IBOC INTERNATIONAL BANCSHARES COR3.6K sharesnew addition2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN1.2K shares10.95%2026-03-312026-05-07

URI UNITED RENTALS INC335 shares0.00%2026-03-312026-05-07

ROBO EXCHANGE TRADED CONCEPTS TRU3.6K sharesnew addition2026-03-312026-05-07

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-05-07

RDN RADIAN GROUP INC7.4K sharesnew addition2026-03-312026-05-07

CSV CARRIAGE SVCS INC5.3K sharesnew addition2026-03-312026-05-07

FIW FIRST TR EXCHANGE-TRADED FD2.4K shares-2.64%2026-03-312026-05-07

Sponsored

EFV ISHARES TR3.3K shares-0.25%2026-03-312026-05-07

NOW SERVICENOW INC2.3K shares63.48%2026-03-312026-05-07

IBCP INDEPENDENT BK CORP MICH7.2K sharesnew addition2026-03-312026-05-07

VNO VORNADO RLTY TR9.3K sharesnew addition2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares-8.72%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL7.2K sharesnew addition2026-03-312026-05-07

KRMN KARMAN HLDGS INC3.0K sharesnew addition2026-03-312026-05-07

ADM ARCHER DANIELS MIDLAND CO3.2K sharesnew addition2026-03-312026-05-07

Sponsored

ADBE ADOBE INC967 shares19.68%2026-03-312026-05-07

USMV ISHARES TR2.5K shares0.00%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC475 shares6.03%2026-03-312026-05-07

SO SOUTHERN CO2.4K sharesnew addition2026-03-312026-05-07

MCK MCKESSON CORP264 shares1.15%2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR2.8K shares0.18%2026-03-312026-05-07

TJX TJX COS INC NEW1.4K shares0.00%2026-03-312026-05-07

CMI CUMMINS INC420 shares1.69%2026-03-312026-05-07

Sponsored

JBGS JBG SMITH PPTYS15.2K sharesnew addition2026-03-312026-05-07

FHLC FIDELITY COVINGTON TRUST3.2K shares0.00%2026-03-312026-05-07

EFG ISHARES TR2.0K shares-3.21%2026-03-312026-05-07

DRI DARDEN RESTAURANTS INC1.1K sharesnew addition2026-03-312026-05-07

IEFA ISHARES TR2.4K shares-97.72%2026-03-312026-05-07

CMCSA COMCAST CORP NEW7.6K sharesnew addition2026-03-312026-05-07

SHOP SHOPIFY INC1.8K shares16.68%2026-03-312026-05-07

ESGU ISHARES TR1.5K shares-1.69%2026-03-312026-05-07

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares4.87%2026-03-312026-05-07

D DOMINION ENERGY INC3.4K shares-0.55%2026-03-312026-05-07

MSCI MSCI INC385 sharesnew addition2026-03-312026-05-07

TPL TEXAS PACIFIC LAND CORPORATI431 sharesnew addition2026-03-312026-05-07

AXON AXON ENTERPRISE INC475 shares21.79%2026-03-312026-05-07

USFD US FOODS HLDG CORP2.2K sharesnew addition2026-03-312026-05-07

BSCT INVESCO EXCH TRD SLF IDX FD10.7K shares1.02%2026-03-312026-05-07

BSCU INVESCO EXCH TRD SLF IDX FD11.7K sharesnew addition2026-03-312026-05-07

Sponsored

RPD RAPID7 INC33.5K sharesnew addition2026-03-312026-05-07

IMXI INTERNATIONAL MONEY EXPRESS11.1K sharesnew addition2026-03-312026-05-07

F FORD MTR CO14.5K shares31.88%2026-03-312026-05-07

HBAN HUNTINGTON BANCSHARES INC10.4K shares2.67%2026-03-312026-05-07

UEC URANIUM ENERGY CORP12.0K sharesnew addition2026-03-312026-05-07

TFSL TFS FINL CORP10.9K sharesnew addition2026-03-312026-05-07

CNNE CANNAE HLDGS INC12.7K sharesnew addition2026-03-312026-05-07

PPT PUTNAM PREMIER INCOME TR40.2K shares0.00%2026-03-312026-05-07

Sponsored

UMC UNITED MICROELECTRONICS CORP15.6K sharesnew addition2026-03-312026-05-07

OSPN ONESPAN INC13.2K sharesnew addition2026-03-312026-05-07

AMBC OCTAVE SPECIALTY GROUP INC29.0K sharesnew addition2026-03-312026-05-07

PAYO PAYONEER GLOBAL INC25.1K sharesnew addition2026-03-312026-05-07

MMT MFS MULTIMARKET INCOME TR26.1K shares0.00%2026-03-312026-05-07

EXPI EXP WORLD HLDGS INC18.6K sharesnew addition2026-03-312026-05-07

AQN ALGONQUIN POWER & UTILITIES17.6K sharesnew addition2026-03-312026-05-07

SATL SATELLOGIC INC15.0K sharesnew addition2026-03-312026-05-07

Sponsored

BLMN BLOOMIN BRANDS INC15.0K sharesnew addition2026-03-312026-05-07

GTN GRAY MEDIA INC15.4K sharesnew addition2026-03-312026-05-07

SPT SPROUT SOCIAL INC10.2K sharesnew addition2026-03-312026-05-07

MFM MFS MUN INCOME TR10.0K shares0.00%2026-03-312026-05-07

MIN MFS INTER INCOME TR12.0K shares0.00%2026-03-312026-05-07

WIT WIPRO LTD11.7K sharesnew addition2026-03-312026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

6.40%

Shares76.8K

Event2026-03-31

Filed2026-05-07

GJAN

FIRST TR EXCHNG TRADED FD VI

723.96%

Shares866.3K

Event2026-03-31

Filed2026-05-07

FIXD

FIRST TR EXCHNG TRADED FD VI

8.12%

Shares784.3K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-4.68%

Shares52.8K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

6.72%

Shares40.2K

Event2026-03-31

Filed2026-05-07

QMOM

EA SERIES TRUST

9.85%

Shares305.5K

Event2026-03-31

Filed2026-05-07

UCON

FIRST TR EXCHNG TRADED FD VI

7.87%

Shares765.6K

Event2026-03-31

Filed2026-05-07

TLH

ISHARES TR

-21.80%

Shares163.3K

Event2026-03-31

Filed2026-05-07

FRDM

EA SERIES TRUST

-4.33%

Shares293.6K

Event2026-03-31

Filed2026-05-07

LMBS

FIRST TR EXCHANGE-TRADED FD

7161.82%

Shares294.0K

Event2026-03-31

Filed2026-05-07

ONEQ

FIDELITY COMWLTH TR

6.84%

Shares145.8K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

5.82%

Shares70.4K

Event2026-03-31

Filed2026-05-07

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares175.2K

Event2026-03-31

Filed2026-05-07

ICOW

PACER FDS TR

7.09%

Shares270.1K

Event2026-03-31

Filed2026-05-07

IBDS

ISHARES TR

7.43%

Shares466.9K

Event2026-03-31

Filed2026-05-07

IBDT

ISHARES TR

7.48%

Shares433.3K

Event2026-03-31

Filed2026-05-07

IBDU

ISHARES TR

7.28%

Shares464.3K

Event2026-03-31

Filed2026-05-07

IBDV

ISHARES TR

7.23%

Shares470.9K

Event2026-03-31

Filed2026-05-07

WCMI

FIRST TR EXCHANGE-TRADED FD

8.84%

Shares593.1K

Event2026-03-31

Filed2026-05-07

FTCS

FIRST TR EXCHANGE-TRADED FD

11.63%

Shares106.2K

Event2026-03-31

Filed2026-05-07

IBDW

ISHARES TR

7.82%

Shares460.3K

Event2026-03-31

Filed2026-05-07

IBHG

ISHARES TR

7.01%

Shares388.1K

Event2026-03-31

Filed2026-05-07

IBHH

ISHARES TR

6.49%

Shares360.9K

Event2026-03-31

Filed2026-05-07

IBHI

ISHARES TR

7.04%

Shares352.0K

Event2026-03-31

Filed2026-05-07

DJUL

FIRST TR EXCHNG TRADED FD VI

1.94%

Shares150.5K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

7.92%

Shares91.2K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

12.35%

Shares25.0K

Event2026-03-31

Filed2026-05-07

UXOC

FIRST TR EXCHNG TRADED FD VI

-77.05%

Shares186.2K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

-17.49%

Shares16.3K

Event2026-03-31

Filed2026-05-07

SOXX

ISHARES TR

-10.21%

Shares16.3K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

-9.43%

Shares46.5K

Event2026-03-31

Filed2026-05-07

BOXX

EA SERIES TRUST

-3.13%

Shares37.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

14.79%

Shares20.0K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

-9.97%

Shares14.0K

Event2026-03-31

Filed2026-05-07

ILCB

ISHARES TR

2.58%

Shares44.3K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

4.91%

Shares21.0K

Event2026-03-31

Filed2026-05-07

EEM

ISHARES TR

New

Shares60.7K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

5.42%

Shares26.4K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

0.22%

Shares13.4K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

0.93%

Shares10.8K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION

2.00%

Shares3.1K

Event2026-03-31

Filed2026-05-07

DJAN

FIRST TR EXCHNG TRADED FD VI

39.39%

Shares71.5K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

-23.44%

Shares26.8K

Event2026-03-31

Filed2026-05-07

BROADCOM INC

4.47%

Shares9.1K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

-9.68%

Shares60.5K

Event2026-03-31

Filed2026-05-07

IYW

ISHARES TR

-54.14%

Shares15.6K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR CO INC

2.92%

Shares20.0K

Event2026-03-31

Filed2026-05-07

LMT

LOCKHEED MARTIN CORP

1.09%

Shares4.1K

Event2026-03-31

Filed2026-05-07

DOCT

FIRST TR EXCHNG TRADED FD VI

6.02%

Shares53.4K

Event2026-03-31

Filed2026-05-07

DAPR

FIRST TR EXCHNG TRADED FD VI

6.67%

Shares56.4K

Event2026-03-31

Filed2026-05-07

IBHF

ISHARES TR

-6.41%

Shares96.3K

Event2026-03-31

Filed2026-05-07

SGOV

ISHARES TR

101.98%

Shares21.8K

Event2026-03-31

Filed2026-05-07

PROSHARES TR

0.00%

Shares57.6K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

3.36%

Shares14.6K

Event2026-03-31

Filed2026-05-07

IBDR

ISHARES TR

-0.19%

Shares85.1K

Event2026-03-31

Filed2026-05-07

SDVY

FIRST TR EXCHANGE TRADED FD

4.60%

Shares50.4K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

15.77%

Shares25.0K

Event2026-03-31

Filed2026-05-07