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The Analysis of Continuum Advisory, LLC's Holdings & P&L

Currently, Continuum Advisory, LLC holds 453 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in WMT (+273.0K shares, valued at $33.9M), AAPL (+16.7K shares, valued at $4.2M), BIL (+40.7K shares, valued at $3.7M); decreased their positions in CRM (-18.7K shares, valued at $3.5M), N/A (-8.3K shares, valued at $3.0M), ORCL (-18.1K shares, valued at $2.7M); initiated new positions in FSLR (+15.0K shares, valued at $3.0M), LSTR (+14.4K shares, valued at $2.3M), URI (+2.3K shares, valued at $1.7M).

1M P&L

+41.3M+4.01%

3M P&L

-15.6M-1.43%

HY P&L

+23.4M+2.23%

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/A607.8M

63.0%

2Discount Stores50.2M

5.2%

3Consumer Electronics41.7M

4.3%

Top Industries by Stock Count

1N/A241 stocks

56.4%

2Utilities - Regulated Electric10 stocks

2.3%

3Semiconductors8 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC345.9K shares374.66%2026-03-312026-04-22

AAPL APPLE INC164.4K shares11.32%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE956.2K shares2.11%2026-03-312026-04-22

JCPB J P MORGAN EXCHANGE TRADED F713.7K shares7.91%2026-03-312026-04-22

PYLD PIMCO ETF TR1.2M shares9.49%2026-03-312026-04-22

CGCB CAPITAL GRP FIXED INCM ETF T1.1M shares8.02%2026-03-312026-04-22

VTI VANGUARD INDEX FDS84.5K shares9.64%2026-03-312026-04-22

VXF VANGUARD INDEX FDS108.6K shares1.95%2026-03-312026-04-22

Sponsored

MSFT MICROSOFT CORP53.3K shares2.81%2026-03-312026-04-22

NVDA NVIDIA CORPORATION110.3K shares5.44%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS205.9K shares7.56%2026-03-312026-04-22

AMZN AMAZON COM INC71.7K shares3.70%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR25.2K shares-1.24%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS22.1K shares3.57%2026-03-312026-04-22

QUS SPDR SERIES TRUST73.5K shares1.65%2026-03-312026-04-22

OEF ISHARES TR37.6K shares-3.21%2026-03-312026-04-22

Sponsored

VV VANGUARD INDEX FDS37.1K shares0.66%2026-03-312026-04-22

FEOE RBB FUND TRUST214.8K shares10.54%2026-03-312026-04-22

MU MICRON TECHNOLOGY INC32.1K shares35.52%2026-03-312026-04-22

ALPHABET INC ALPHABET INC35.5K shares0.20%2026-03-312026-04-22

IEFA ISHARES TR109.3K shares2.81%2026-03-312026-04-22

CRDT SIMPLIFY EXCHANGE TRADED FUN431.7K shares11.77%2026-03-312026-04-22

NEM NEWMONT CORP84.4K shares-4.42%2026-03-312026-04-22

IVV ISHARES TR13.6K shares0.99%2026-03-312026-04-22

Sponsored

BIV VANGUARD BD INDEX FDS99.2K shares2.98%2026-03-312026-04-22

BIL SPDR SERIES TRUST78.4K shares107.80%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION7.2K shares-1.09%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR227.1K shares-8.49%2026-03-312026-04-22

VB VANGUARD INDEX FDS26.1K shares1.63%2026-03-312026-04-22

VO VANGUARD INDEX FDS22.5K shares1.90%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T9.9K shares0.38%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS138.1K shares-8.90%2026-03-312026-04-22

Sponsored

CGGR CAPITAL GROUP GROWTH ETF151.7K shares2.75%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F107.1K shares-2.23%2026-03-312026-04-22

ULTA ULTA BEAUTY INC11.6K shares-0.33%2026-03-312026-04-22

BMRN BIOMARIN PHARMACEUTICAL INC104.5K shares3.07%2026-03-312026-04-22

TIPX SPDR SERIES TRUST306.9K shares6.86%2026-03-312026-04-22

SPYM SPDR SERIES TRUST76.2K shares-3.24%2026-03-312026-04-22

NBIX NEUROCRINE BIOSCIENCES INC44.1K shares3.57%2026-03-312026-04-22

CVS CVS HEALTH CORP80.7K shares2.23%2026-03-312026-04-22

Sponsored

JPM JPMORGAN CHASE & CO19.6K shares-0.86%2026-03-312026-04-22

EG EVEREST GROUP LTD17.4K shares4.36%2026-03-312026-04-22

IAGG ISHARES TR109.8K shares4.11%2026-03-312026-04-22

VTV VANGUARD INDEX FDS27.4K shares4.85%2026-03-312026-04-22

SPYG SPDR SERIES TRUST53.9K shares22.35%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP19.6K shares5.85%2026-03-312026-04-22

JPIE J P MORGAN EXCHANGE TRADED F113.2K shares4.35%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.6K shares-3.88%2026-03-312026-04-22

Sponsored

ALPS ETF TR ALPS ETF TR94.9K shares17.49%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS45.2K shares1.56%2026-03-312026-04-22

CVX CHEVRON CORPORATION23.1K shares2.26%2026-03-312026-04-22

IUSB ISHARES TR102.8K shares5.69%2026-03-312026-04-22

BROADCOM INC BROADCOM INC14.9K shares4.78%2026-03-312026-04-22

CGXU CAPITAL GROUP INTL FOCUS EQT155.1K shares25.80%2026-03-312026-04-22

GLD SPDR GOLD TR10.4K shares-12.13%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC50.2K shares61.16%2026-03-312026-04-22

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET109.4K shares-4.54%2026-03-312026-04-22

LNG CHENIERE ENERGY INC14.7K shares-12.27%2026-03-312026-04-22

IWM ISHARES TR16.6K shares1.92%2026-03-312026-04-22

WMB WILLIAMS COS INC56.1K shares2.82%2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F79.0K shares143.37%2026-03-312026-04-22

SDVY FIRST TR EXCHANGE TRADED FD101.4K shares1.70%2026-03-312026-04-22

ALPHABET INC ALPHABET INC13.6K shares-17.57%2026-03-312026-04-22

ETR ENTERGY CORP NEW34.4K shares26.96%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC6.7K shares-2.13%2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS79.4K shares-3.99%2026-03-312026-04-22

FVD FIRST TR EXCHANGE-TRADED FD78.2K shares7.73%2026-03-312026-04-22

LMBS FIRST TR EXCHANGE-TRADED FD73.1K shares-0.29%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR36.2K shares-0.85%2026-03-312026-04-22

XOM EXXON MOBIL CORP21.2K shares-3.17%2026-03-312026-04-22

TSLA TESLA INC9.5K shares-1.23%2026-03-312026-04-22

VUG VANGUARD INDEX FDS8.0K shares5.51%2026-03-312026-04-22

Sponsored

BAH BOOZ ALLEN HAMILTON HLDG COR44.3K shares30.04%2026-03-312026-04-22

VXUS VANGUARD STAR FDS42.4K shares9.73%2026-03-312026-04-22

VOOG VANGUARD ADMIRAL FDS INC8.0K shares0.00%2026-03-312026-04-22

CGBL CAPITAL GROUP CORE BALANCED94.0K shares34.21%2026-03-312026-04-22

EMLP FIRST TR EXCHANGE-TRADED FD73.2K shares0.03%2026-03-312026-04-22

CGCP CAPITAL GRP FIXED INCM ETF T142.2K shares-2.29%2026-03-312026-04-22

SHYG ISHARES TR73.1K shares-0.43%2026-03-312026-04-22

ABBV ABBVIE INC13.9K shares-0.46%2026-03-312026-04-22

Sponsored

FSLR FIRST SOLAR INC15.0K sharesnew addition2026-03-312026-04-22

GDX VANECK ETF TRUST32.0K shares-40.97%2026-03-312026-04-22

IEMG ISHARES INC41.9K shares0.62%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS36.0K shares3.33%2026-03-312026-04-22

IWR ISHARES TR29.4K shares3.54%2026-03-312026-04-22

CAT CATERPILLAR INC3.9K shares21.59%2026-03-312026-04-22

DBEF DBX ETF TR54.8K shares1.49%2026-03-312026-04-22

NOBL PROSHARES TR24.0K shares3.33%2026-03-312026-04-22

Sponsored

COPX GLOBAL X FDS32.4K shares2.06%2026-03-312026-04-22

CACI CACI INTL INC4.5K shares1.13%2026-03-312026-04-22

CCJ CAMECO CORP22.3K shares-44.40%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS26.9K shares4.97%2026-03-312026-04-22

PID INVESCO EXCHANGE TRADED FD T105.7K shares0.18%2026-03-312026-04-22

TDVG T ROWE PRICE ETF INC52.0K shares-3.27%2026-03-312026-04-22

IBN ICICI BANK LIMITED89.3K shares30.39%2026-03-312026-04-22

LSTR LANDSTAR SYS INC14.4K sharesnew addition2026-03-312026-04-22

Sponsored

LLY ELI LILLY & CO2.4K shares16.41%2026-03-312026-04-22

CECO CECO ENVIRONMENTAL CORP37.4K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO15.3K shares22.34%2026-03-312026-04-22

IJH ISHARES TR32.2K shares-0.26%2026-03-312026-04-22

HD HOME DEPOT INC6.5K shares-0.77%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON8.6K shares-15.32%2026-03-312026-04-22

REZ ISHARES TR25.0K shares0.24%2026-03-312026-04-22

IVW ISHARES TR18.2K shares65.47%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED4.1K shares0.66%2026-03-312026-04-22

TYA SIMPLIFY EXCHANGE TRADED FUN155.1K shares84.55%2026-03-312026-04-22

MGK VANGUARD WORLD FD5.5K shares2.19%2026-03-312026-04-22

HYG ISHARES TR25.3K shares4.16%2026-03-312026-04-22

FTSM FIRST TR EXCHANGE-TRADED FD33.3K shares55.24%2026-03-312026-04-22

IJR ISHARES TR15.9K shares-5.51%2026-03-312026-04-22

SPHY SPDR SERIES TRUST84.6K shares1.40%2026-03-312026-04-22

HYDB ISHARES TR41.9K shares0.10%2026-03-312026-04-22

Sponsored

LINDE PLC LINDE PLC3.9K shares8.53%2026-03-312026-04-22

SPIP SPDR SERIES TRUST74.1K shares3.88%2026-03-312026-04-22

PVAL PUTNAM ETF TRUST40.9K shares196.40%2026-03-312026-04-22

SHY ISHARES TR22.7K shares-9.40%2026-03-312026-04-22

V VISA INC6.2K shares-0.05%2026-03-312026-04-22

JBBB JANUS DETROIT STR TR39.9K shares-14.67%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS28.6K shares8.69%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR16.3K shares106.92%2026-03-312026-04-22

Sponsored

NVT NVENT ELEC PLC14.6K shares1.75%2026-03-312026-04-22

SOXX ISHARES TR5.2K shares1.73%2026-03-312026-04-22

AGNC AGNC INVT CORP169.3K shares-26.34%2026-03-312026-04-22

URI UNITED RENTALS INC2.3K sharesnew addition2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II7.0K shares102.65%2026-03-312026-04-22

QCOM QUALCOMM INC12.8K shares111.08%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS32.9K shares39.89%2026-03-312026-04-22

PDBC INVESCO ACTVELY MNGD ETC FD94.4K shares4.52%2026-03-312026-04-22

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD23.5K shares12.78%2026-03-312026-04-22

XSVN BONDBLOXX ETF TRUST33.5K shares28.49%2026-03-312026-04-22

DSI ISHARES TR13.1K shares-0.68%2026-03-312026-04-22

CSCO CISCO SYS INC20.2K shares12.81%2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR50.7K shares4.03%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC30.7K shares-6.24%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC9.3K shares1.68%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F27.4K shares1.08%2026-03-312026-04-22

Sponsored

JAAA JANUS DETROIT STR TR30.1K shares35.87%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F27.8K shares-0.71%2026-03-312026-04-22

FDL FIRST TR EXCHANGE-TRADED FD29.5K shares7.50%2026-03-312026-04-22

SPTS SPDR SERIES TRUST50.9K shares21.58%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.3K shares-7.61%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR59.4K shares-0.05%2026-03-312026-04-22

GLDM WORLD GOLD TR15.8K shares-1.54%2026-03-312026-04-22

PJAN INNOVATOR ETFS TRUST31.5K shares-1.32%2026-03-312026-04-22

Sponsored

AMD ADVANCED MICRO DEVICES INC7.1K shares-2.24%2026-03-312026-04-22

ARTY ISHARES TR30.6K shares-1.15%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS28.4K shares3.04%2026-03-312026-04-22

NEE NEXTERA ENERGY INC15.0K shares-8.21%2026-03-312026-04-22

SCZ ISHARES TR17.3K shares-3.10%2026-03-312026-04-22

DVY ISHARES TR9.0K shares0.11%2026-03-312026-04-22

ORCL ORACLE CORP9.2K shares-66.30%2026-03-312026-04-22

EOG EOG RES INC9.3K shares22.05%2026-03-312026-04-22

Sponsored

BOND PIMCO ETF TR14.6K shares9.20%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC9.2K shares14.72%2026-03-312026-04-22

CRM SALESFORCE INC7.1K shares-72.37%2026-03-312026-04-22

PAUG INNOVATOR ETFS TRUST30.9K shares-0.01%2026-03-312026-04-22

MTBA SIMPLIFY EXCHANGE TRADED FUN26.6K shares-40.24%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS5.4K shares5.51%2026-03-312026-04-22

KO COCA COLA CO17.2K shares-6.89%2026-03-312026-04-22

MCD MCDONALDS CORP4.1K shares-1.42%2026-03-312026-04-22

Sponsored

SUB ISHARES TR11.9K shares66.18%2026-03-312026-04-22

ABT ABBOTT LABORATORIES12.3K shares0.16%2026-03-312026-04-22

EWY ISHARES INC10.2K shares7.65%2026-03-312026-04-22

OUNZ VANECK MERK GOLD ETF27.5K shares75.87%2026-03-312026-04-22

IDMO INVESCO EXCH TRADED FD TR II22.5K shares199.26%2026-03-312026-04-22

TMUS T-MOBILE US INC5.9K shares0.48%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC2.5K shares-0.41%2026-03-312026-04-22

CGCV CAPITAL GROUP CONSERVATIVE E40.0K shares50.44%2026-03-312026-04-22

Sponsored

MERCK & CO INC MERCK & CO INC9.9K shares8.89%2026-03-312026-04-22

PSEP INNOVATOR ETFS TRUST27.6K shares-0.03%2026-03-312026-04-22

T AT&T INC40.5K shares-7.02%2026-03-312026-04-22

WFC WELLS FARGO & CO14.6K shares1.18%2026-03-312026-04-22

CTAS CINTAS CORP6.9K shares-2.09%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC2.5K shares2.66%2026-03-312026-04-22

AMGN AMGEN INC3.3K shares-0.12%2026-03-312026-04-22

VONE VANGUARD SCOTTSDALE FDS3.8K shares0.37%2026-03-312026-04-22

Sponsored

PFEB INNOVATOR ETFS TRUST28.0K shares4.15%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS5.2K shares15.72%2026-03-312026-04-22

IVE ISHARES TR5.3K shares-2.37%2026-03-312026-04-22

TJX TJX COS INC NEW7.0K shares3.60%2026-03-312026-04-22

PWR QUANTA SVCS INC2.0K shares-2.86%2026-03-312026-04-22

WELL WELLTOWER INC5.6K shares-7.20%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR12.6K shares-9.73%2026-03-312026-04-22

FSIG FIRST TR EXCHANGE-TRADED FD56.8K shares14.16%2026-03-312026-04-22

Sponsored

KLAC KLA CORP723 shares3.73%2026-03-312026-04-22

CEF SPROTT ASSET MANAGEMENT LP22.3K shares0.00%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS7.2K shares0.20%2026-03-312026-04-22

AIRR FIRST TR EXCHANGE TRADED FD9.4K shares32.49%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR36.9K shares-0.10%2026-03-312026-04-22

ANGL VANECK ETF TRUST35.8K shares4.79%2026-03-312026-04-22

IREN IREN LIMITED30.0K shares-33.11%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP5.6K shares2.28%2026-03-312026-04-22

Sponsored

BAC BANK AMERICA CORP20.7K shares4.39%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC8.9K shares3.97%2026-03-312026-04-22

EMB ISHARES TR10.7K shares-12.20%2026-03-312026-04-22

SPTM SPDR SERIES TRUST12.7K shares-1.93%2026-03-312026-04-22

IDA IDACORP INC7.0K shares-14.77%2026-03-312026-04-22

PAPR INNOVATOR ETFS TRUST24.7K shares-1.86%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR33.4K shares17.22%2026-03-312026-04-22

DIS DISNEY WALT CO10.0K shares-2.89%2026-03-312026-04-22

Sponsored

XLE SELECT SECTOR SPDR TR15.6K sharesnew addition2026-03-312026-04-22

AXP AMERICAN EXPRESS CO3.2K shares-1.56%2026-03-312026-04-22

NFLX NETFLIX INC.9.9K shares-17.69%2026-03-312026-04-22

PJUL INNOVATOR ETFS TRUST20.4K shares-5.95%2026-03-312026-04-22

CSX CSX CORP22.6K shares-0.67%2026-03-312026-04-22

DIVB ISHARES TR17.2K shares0.00%2026-03-312026-04-22

CRCL CIRCLE INTERNET GROUP INC9.7K sharesnew addition2026-03-312026-04-22

PFE PFIZER INC32.3K shares14.01%2026-03-312026-04-22

Sponsored

UNH UNITEDHEALTH GROUP INC3.3K shares11.32%2026-03-312026-04-22

VWOB VANGUARD WHITEHALL FDS13.3K shares5.39%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares-0.04%2026-03-312026-04-22

VSAT VIASAT INC19.0K shares0.00%2026-03-312026-04-22

SLV ISHARES SILVER TR12.7K shares-23.22%2026-03-312026-04-22

GILD GILEAD SCIENCES INC6.0K shares5.20%2026-03-312026-04-22

XLU SELECT SECTOR SPDR TR18.2K shares0.19%2026-03-312026-04-22

IWD ISHARES TR3.8K shares-0.23%2026-03-312026-04-22

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP10.2K shares-12.40%2026-03-312026-04-22

EFA ISHARES TR8.3K shares1.17%2026-03-312026-04-22

POCT INNOVATOR ETFS TRUST18.7K shares-0.03%2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC1.9K shares1.37%2026-03-312026-04-22

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN37.5K shares3.93%2026-03-312026-04-22

MGV VANGUARD WORLD FD5.4K shares2.31%2026-03-312026-04-22

QUAL ISHARES TR4.1K shares3.09%2026-03-312026-04-22

SUSC ISHARES TR33.0K shares-0.36%2026-03-312026-04-22

Sponsored

DHR DANAHER CORP DEL4.0K sharesnew addition2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR29.2K shares-0.84%2026-03-312026-04-22

MS MORGAN STANLEY4.5K shares-1.92%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC6.4K shares12.40%2026-03-312026-04-22

PDEC INNOVATOR ETFS TRUST17.3K shares0.00%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS15.2K shares-0.28%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

VBR VANGUARD INDEX FDS3.2K shares-1.44%2026-03-312026-04-22

Sponsored

ZAUG INNOVATOR ETFS TRUST26.1K shares-1.21%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC7.0K shares0.34%2026-03-312026-04-22

MO ALTRIA GROUP INC10.4K shares-24.50%2026-03-312026-04-22

VOE VANGUARD INDEX FDS3.7K shares22.00%2026-03-312026-04-22

ALL ALLSTATE CORP3.2K shares-0.16%2026-03-312026-04-22

KR KROGER CO9.1K shares-18.48%2026-03-312026-04-22

EFV ISHARES TR8.8K shares22.56%2026-03-312026-04-22

GEV GE VERNOVA INC749 shares12.80%2026-03-312026-04-22

Sponsored

BKR BAKER HUGHES COMPANY10.6K shares-31.32%2026-03-312026-04-22

GOVT ISHARES TR27.7K sharesnew addition2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC3.9K shares26.41%2026-03-312026-04-22

UNP UNION PAC CORP2.6K shares15.15%2026-03-312026-04-22

VGT VANGUARD WORLD FD888 shares1.60%2026-03-312026-04-22

MBB ISHARES TR6.4K shares3.01%2026-03-312026-04-22

ZJUL INNOVATOR ETFS TRUST20.9K shares0.21%2026-03-312026-04-22

OIH VANECK ETF TRUST1.5K sharesnew addition2026-03-312026-04-22

Sponsored

INTC INTEL CORP13.7K shares-1.55%2026-03-312026-04-22

CB CHUBB LTD SWITZ1.8K shares42.32%2026-03-312026-04-22

COKE COCA COLA CONS INC3.1K shares0.00%2026-03-312026-04-22

SRLN SSGA ACTIVE ETF TR14.9K shares4.69%2026-03-312026-04-22

NLR VANECK ETF TRUST4.5K shares114.00%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP665 shares2.62%2026-03-312026-04-22

AME AMETEK INC2.7K shares-24.94%2026-03-312026-04-22

PKE PARK AEROSPACE CORP21.3K shares0.00%2026-03-312026-04-22

Sponsored

DIA STATE STR SPDR DOW JONES IND1.3K shares0.48%2026-03-312026-04-22

FTV FORTIVE CORP10.4K shares-26.62%2026-03-312026-04-22

ZDEK INNOVATOR ETFS TRUST22.4K shares-1.21%2026-03-312026-04-22

RSG REPUBLIC SVCS INC2.6K shares-16.81%2026-03-312026-04-22

KOD KODIAK SCIENCES INC14.9K shares0.00%2026-03-312026-04-22

AMT AMERICAN TOWER CORP3.3K shares-11.39%2026-03-312026-04-22

HCA HCA HEALTHCARE INC1.2K shares-1.73%2026-03-312026-04-22

FIDU FIDELITY COVINGTON TRUST6.4K shares1.70%2026-03-312026-04-22

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC4.5K shares95.91%2026-03-312026-04-22

MUB ISHARES TR5.2K shares1.78%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR4.2K shares9.69%2026-03-312026-04-22

CGDG CAPITAL GROUP DIVIDEND GROWE15.3K shares-3.80%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC1.5K shares-84.44%2026-03-312026-04-22

WCN WASTE CONNECTIONS INC3.3K shares-15.06%2026-03-312026-04-22

PEP PEPSICO INC3.5K shares20.02%2026-03-312026-04-22

NOC NORTHROP GRUMMAN CORP790 shares-0.63%2026-03-312026-04-22

Sponsored

ESGD ISHARES TR5.6K shares49.80%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR17.0K shares3.05%2026-03-312026-04-22

SUSB ISHARES TR20.9K shares0.69%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC1.3K shares32.53%2026-03-312026-04-22

PGR PROGRESSIVE CORP2.6K shares-1.33%2026-03-312026-04-22

AGG ISHARES TR5.2K shares15.62%2026-03-312026-04-22

IBB ISHARES TR3.0K shares7.94%2026-03-312026-04-22

SYK STRYKER CORPORATION1.5K shares12.84%2026-03-312026-04-22

Sponsored

AEP AMERICAN ELEC PWR CO INC3.8K shares-3.51%2026-03-312026-04-22

MCO MOODYS CORP1.1K sharesnew addition2026-03-312026-04-22

PMAR INNOVATOR ETFS TRUST11.1K shares1.40%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS6.3K shares2.72%2026-03-312026-04-22

IDEV ISHARES TR5.8K shares0.00%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR9.8K shares7.50%2026-03-312026-04-22

PLD PROLOGIS INC.3.6K shares-10.98%2026-03-312026-04-22

APAM ARTISAN PARTNERS ASSET MGMT13.1K shares-18.81%2026-03-312026-04-22

Sponsored

DYNF BLACKROCK ETF TRUST8.2K shares-12.52%2026-03-312026-04-22

BA BOEING CO2.4K shares8.46%2026-03-312026-04-22

XBI SPDR SERIES TRUST3.7K shares-3.81%2026-03-312026-04-22

AOR ISHARES TR7.2K shares17.64%2026-03-312026-04-22

F FORD MTR CO40.2K shares24.23%2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T3.2K shares1.63%2026-03-312026-04-22

NUMG NUSHARES ETF TR11.2K shares0.94%2026-03-312026-04-22

EQIX EQUINIX INC456 shares8.57%2026-03-312026-04-22

Sponsored

COWZ PACER FDS TR7.1K shares0.75%2026-03-312026-04-22

CGSD CAPITAL GRP FIXED INCM ETF T17.2K shares-14.85%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC4.8K shares-2.34%2026-03-312026-04-22

EFG ISHARES TR3.9K sharesnew addition2026-03-312026-04-22

MTUM ISHARES TR1.8K shares-5.28%2026-03-312026-04-22

SCHA SCHWAB STRATEGIC TR15.0K shares5.70%2026-03-312026-04-22

ADBE ADOBE INC1.8K shares-33.99%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF11.3K shares1.05%2026-03-312026-04-22

Sponsored

SUSA ISHARES TR3.3K sharesnew addition2026-03-312026-04-22

MCK MCKESSON CORP496 shares20.68%2026-03-312026-04-22

CGMS CAPITAL GRP FIXED INCM ETF T15.6K shares-12.29%2026-03-312026-04-22

IXUS ISHARES TR4.9K shares-9.57%2026-03-312026-04-22

IXN ISHARES TR4.2K shares0.00%2026-03-312026-04-22

SHM SPDR SERIES TRUST8.8K shares-5.08%2026-03-312026-04-22

VPU VANGUARD WORLD FD2.1K shares0.00%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC6.9K shares1.62%2026-03-312026-04-22

Sponsored

UJAN INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-04-22

USEP INNOVATOR ETFS TRUST10.6K shares-4.69%2026-03-312026-04-22

TLH ISHARES TR4.1K shares-2.92%2026-03-312026-04-22

CME CME GROUP INC1.4K shares-1.07%2026-03-312026-04-22

PNOV INNOVATOR ETFS TRUST9.8K shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP4.4K shares0.68%2026-03-312026-04-22

PTC PTC INC2.8K shares-2.12%2026-03-312026-04-22

IWP ISHARES TR3.0K shares0.00%2026-03-312026-04-22

Sponsored

ZFEB INNOVATOR ETFS TRUST15.3K shares-4.19%2026-03-312026-04-22

USB US BANCORP7.4K shares-0.01%2026-03-312026-04-22

ES EVERSOURCE ENERGY5.5K shares-4.60%2026-03-312026-04-22

SCMB SCHWAB STRATEGIC TR15.0K shares0.56%2026-03-312026-04-22

RTX RTX CORPORATION2.0K shares-6.32%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC1.1K shares-6.38%2026-03-312026-04-22

IDV ISHARES TR8.6K shares0.29%2026-03-312026-04-22

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL925 shares-16.97%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP1.3K shares-9.96%2026-03-312026-04-22

GRID FIRST TR EXCHANGE-TRADED FD2.2K shares27.51%2026-03-312026-04-22

AMAT APPLIED MATLS INC1.1K shares1.84%2026-03-312026-04-22

PPTA PERPETUA RESOURCES CORP12.7K shares8.47%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE1.2K shares1.14%2026-03-312026-04-22

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO6.6K shares-41.76%2026-03-312026-04-22

WTRG ESSENTIAL UTILS INC8.7K shares0.08%2026-03-312026-04-22

Sponsored

TOTL SSGA ACTIVE ETF TR8.8K shares0.28%2026-03-312026-04-22

IRM IRON MTN INC DEL3.4K shares20.49%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I1.2K shares4.90%2026-03-312026-04-22

D DOMINION ENERGY INC5.6K shares11.44%2026-03-312026-04-22

ESGE ISHARES INC7.6K shares11.39%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC408 shares-6.64%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L9.1K shares0.00%2026-03-312026-04-22

VBK VANGUARD INDEX FDS1.1K shares-3.78%2026-03-312026-04-22

Sponsored

ASML ASML HLDG NV256 sharesnew addition2026-03-312026-04-22

HDV ISHARES TR2.5K shares0.77%2026-03-312026-04-22

VOT VANGUARD INDEX FDS1.3K shares0.15%2026-03-312026-04-22

IUSG ISHARES TR2.1K shares0.75%2026-03-312026-04-22

ESGV VANGUARD WORLD FD2.9K shares0.24%2026-03-312026-04-22

ITOT ISHARES TR2.3K shares-3.70%2026-03-312026-04-22

PFF ISHARES TR10.8K shares9.67%2026-03-312026-04-22

SPYD SPDR SERIES TRUST7.2K shares1.82%2026-03-312026-04-22

Sponsored

NOW SERVICENOW INC3.1K shares41.58%2026-03-312026-04-22

SPTI SPDR SERIES TRUST11.3K shares0.86%2026-03-312026-04-22

PTL NORTHERN LTS FD TR IV1.3K shares4.88%2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II6.2K shares-16.53%2026-03-312026-04-22

SMLV SPDR SERIES TRUST2.3K shares1.62%2026-03-312026-04-22

DGRO ISHARES TR4.5K shares-10.81%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN1.5K shares-7.15%2026-03-312026-04-22

SPHD INVESCO EXCH TRADED FD TR II6.2K shares8.58%2026-03-312026-04-22

Sponsored

SNPS SYNOPSYS INC780 shares-32.99%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC685 shares-58.03%2026-03-312026-04-22

BMAR INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC1.6K shares-20.13%2026-03-312026-04-22

NUDM NUSHARES ETF TR8.4K shares-0.01%2026-03-312026-04-22

SPMD SPDR SERIES TRUST5.1K shares-0.97%2026-03-312026-04-22

ENB ENBRIDGE INC5.6K shares-3.44%2026-03-312026-04-22

USMV ISHARES TR3.2K shares19.52%2026-03-312026-04-22

Sponsored

SO SOUTHERN CO3.1K shares21.87%2026-03-312026-04-22

BOTZ GLOBAL X FDS8.9K shares0.20%2026-03-312026-04-22

CPER UNITED STS COMMODITY INDEX F8.4K sharesnew addition2026-03-312026-04-22

PSX PHILLIPS 661.6K shares0.00%2026-03-312026-04-22

BIBL NORTHERN LTS FD TR IV6.1K shares-0.10%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD3.1K shares-8.42%2026-03-312026-04-22

SPSM SPDR SERIES TRUST5.9K shares4.63%2026-03-312026-04-22

EIX EDISON INTL3.9K shares-10.41%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC294 shares-0.68%2026-03-312026-04-22

COP CONOCOPHILLIPS2.1K sharesnew addition2026-03-312026-04-22

WM WASTE MGMT INC DEL1.2K shares2.09%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP463 shares-14.26%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD16.8K shares1.05%2026-03-312026-04-22

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.4K shares-5.94%2026-03-312026-04-22

PBA PEMBINA PIPELINE CORP6.2K shares-4.55%2026-03-312026-04-22

HON HONEYWELL INTL INC1.2K sharesnew addition2026-03-312026-04-22

Sponsored

CMI CUMMINS INC505 shares7.91%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS3.3K shares-0.88%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC3.8K shares-28.53%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC64 shares-12.33%2026-03-312026-04-22

AGI ALAMOS GOLD INC6.0K shares-22.98%2026-03-312026-04-22

FE FIRSTENERGY CORP5.2K shares0.00%2026-03-312026-04-22

FNDA SCHWAB STRATEGIC TR8.1K shares0.20%2026-03-312026-04-22

TDSC EXCHANGE LISTED FDS TR9.9K shares-6.31%2026-03-312026-04-22

Sponsored

OMC OMNICOM GROUP INC3.4K shares3.85%2026-03-312026-04-22

CMCSA COMCAST CORP NEW8.9K shares16.18%2026-03-312026-04-22

CION CION INVT CORP37.2K shares-6.01%2026-03-312026-04-22

AFL AFLAC INC2.3K shares0.35%2026-03-312026-04-22

VIOO VANGUARD ADMIRAL FDS INC2.2K shares0.00%2026-03-312026-04-22

ESML ISHARES TR5.4K shares15.24%2026-03-312026-04-22

NKE NIKE INC4.8K shares12.39%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC1.5K shares5.29%2026-03-312026-04-22

Sponsored

ZOCT INNOVATOR ETFS TRUST9.4K shares0.00%2026-03-312026-04-22

TFC TRUIST FINL CORP5.4K shares-5.47%2026-03-312026-04-22

NUEM NUSHARES ETF TR6.6K shares-0.03%2026-03-312026-04-22

IQLT ISHARES TR5.2K shares-4.18%2026-03-312026-04-22

TFX TELEFLEX INCORPORATED2.0K shares0.00%2026-03-312026-04-22

URA GLOBAL X FDS5.0K sharesnew addition2026-03-312026-04-22

IEF ISHARES TR2.5K shares-54.94%2026-03-312026-04-22

VST VISTRA CORP1.6K shares-0.25%2026-03-312026-04-22

Sponsored

BAI BLACKROCK ETF TRUST7.2K shares7.87%2026-03-312026-04-22

RF REGIONS FINANCIAL CORP NEW9.0K shares0.00%2026-03-312026-04-22

IUSV ISHARES TR2.3K shares0.31%2026-03-312026-04-22

LOW LOWES COS INC983 sharesnew addition2026-03-312026-04-22

GVI ISHARES TR2.2K shares14.80%2026-03-312026-04-22

SPSB SPDR SERIES TRUST7.7K shares0.71%2026-03-312026-04-22

FLMI FRANKLIN TEMPLETON ETF TR9.3K shares0.00%2026-03-312026-04-22

MUNI PIMCO ETF TR4.4K shares11.98%2026-03-312026-04-22

Sponsored

OKE ONEOK INC NEW2.5K sharesnew addition2026-03-312026-04-22

KEYS KEYSIGHT TECHNOLOGIES INC801 sharesnew addition2026-03-312026-04-22

SYY SYSCO CORP3.2K shares14.65%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION1.7K shares-8.01%2026-03-312026-04-22

BTI BRITISH AMERN TOB PLC3.8K sharesnew addition2026-03-312026-04-22

WPM WHEATON PRECIOUS METALS CORP1.7K shares-2.14%2026-03-312026-04-22

FLOT ISHARES TR4.3K shares-8.14%2026-03-312026-04-22

MMM 3M CO1.5K shares10.96%2026-03-312026-04-22

Sponsored

EDIV SPDR INDEX SHS FDS5.5K shares0.00%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST4.4K shares0.00%2026-03-312026-04-22

WWJD NORTHERN LTS FD TR IV5.7K sharesnew addition2026-03-312026-04-22

BGRN ISHARES TR4.5K sharesnew addition2026-03-312026-04-22

XMHQ INVESCO EXCHANGE TRADED FD T2.0K shares-1.83%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST5.8K shares6.21%2026-03-312026-04-22

KKR & CO INC KKR & CO INC2.2K shares-42.65%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-22

Sponsored

CHW CALAMOS GBL DYN INCOME FUND28.3K shares0.00%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST2.9K shares-3.09%2026-03-312026-04-22

MET METLIFE INC2.9K shares-1.19%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC469 sharesnew addition2026-03-312026-04-22

FANG DIAMONDBACK ENERGY INC1.0K sharesnew addition2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.0K shares9.75%2026-03-312026-04-22

NUSC NUSHARES ETF TR4.5K shares0.00%2026-03-312026-04-22

AWK AMERICAN WTR WKS CO INC NEW1.5K shares-16.99%2026-03-312026-04-22

Sponsored

ZMAR INNOVATOR ETFS TRUST7.3K sharesnew addition2026-03-312026-04-22

STIP ISHARES TR2.0K shares-2.74%2026-03-312026-04-22

NXPI NXP SEMICONDUCTORS N V1.0K shares-2.87%2026-03-312026-04-22

ETHA ISHARES ETHEREUM TR12.4K shares5.44%2026-03-312026-04-22

CSQ CALAMOS STRATEGIC TOTAL RETU11.0K shares0.00%2026-03-312026-04-22

LYG LLOYDS BANKING GROUP PLC27.4K shares-4.04%2026-03-312026-04-22

IVR INVESCO MORTGAGE CAPITAL INC15.9K shares0.00%2026-03-312026-04-22

GNL GLOBAL NET LEASE INC13.4K shares0.00%2026-03-312026-04-22

Sponsored

DNN DENISON MINES CORP34.1K shares0.00%2026-03-312026-04-22

YYY AMPLIFY ETF TR10.6K shares0.00%2026-03-312026-04-22

BTG B2GOLD CORP14.4K shares0.00%2026-03-312026-04-22

URG UR-ENERGY INC15.0K shares0.00%2026-03-312026-04-22

RC READY CAPITAL CORP12.7K shares-14.57%2026-03-312026-04-22

WMT

WALMART INC

374.66%

Shares345.9K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

11.32%

Shares164.4K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

2.11%

Shares956.2K

Event2026-03-31

Filed2026-04-22

JCPB

J P MORGAN EXCHANGE TRADED F

7.91%

Shares713.7K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

9.49%

Shares1.2M

Event2026-03-31

Filed2026-04-22

CGCB

CAPITAL GRP FIXED INCM ETF T

8.02%

Shares1.1M

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

9.64%

Shares84.5K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

1.95%

Shares108.6K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

2.81%

Shares53.3K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

5.44%

Shares110.3K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

7.56%

Shares205.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

3.70%

Shares71.7K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

-1.24%

Shares25.2K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

3.57%

Shares22.1K

Event2026-03-31

Filed2026-04-22

QUS

SPDR SERIES TRUST

1.65%

Shares73.5K

Event2026-03-31

Filed2026-04-22

OEF

ISHARES TR

-3.21%

Shares37.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.66%

Shares37.1K

Event2026-03-31

Filed2026-04-22

FEOE

RBB FUND TRUST

10.54%

Shares214.8K

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

35.52%

Shares32.1K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.20%

Shares35.5K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

2.81%

Shares109.3K

Event2026-03-31

Filed2026-04-22

CRDT

SIMPLIFY EXCHANGE TRADED FUN

11.77%

Shares431.7K

Event2026-03-31

Filed2026-04-22

NEM

NEWMONT CORP

-4.42%

Shares84.4K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

0.99%

Shares13.6K

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

2.98%

Shares99.2K

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

107.80%

Shares78.4K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

-1.09%

Shares7.2K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-8.49%

Shares227.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.63%

Shares26.1K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.90%

Shares22.5K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

0.38%

Shares9.9K

Event2026-03-31

Filed2026-04-22

SPDW

SPDR INDEX SHS FDS

-8.90%

Shares138.1K

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

2.75%

Shares151.7K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

-2.23%

Shares107.1K

Event2026-03-31

Filed2026-04-22

ULTA

ULTA BEAUTY INC

-0.33%

Shares11.6K

Event2026-03-31

Filed2026-04-22

BMRN

BIOMARIN PHARMACEUTICAL INC

3.07%

Shares104.5K

Event2026-03-31

Filed2026-04-22

TIPX

SPDR SERIES TRUST

6.86%

Shares306.9K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

-3.24%

Shares76.2K

Event2026-03-31

Filed2026-04-22

NBIX

NEUROCRINE BIOSCIENCES INC

3.57%

Shares44.1K

Event2026-03-31

Filed2026-04-22

CVS

CVS HEALTH CORP

2.23%

Shares80.7K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-0.86%

Shares19.6K

Event2026-03-31

Filed2026-04-22

EVEREST GROUP LTD

4.36%

Shares17.4K

Event2026-03-31

Filed2026-04-22

IAGG

ISHARES TR

4.11%

Shares109.8K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

4.85%

Shares27.4K

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

22.35%

Shares53.9K

Event2026-03-31

Filed2026-04-22

THE CIGNA GROUP

5.85%

Shares19.6K

Event2026-03-31

Filed2026-04-22

JPIE

J P MORGAN EXCHANGE TRADED F

4.35%

Shares113.2K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-3.88%

Shares10.6K

Event2026-03-31

Filed2026-04-22

ALPS ETF TR

17.49%

Shares94.9K

Event2026-03-31

Filed2026-04-22

VONG

VANGUARD SCOTTSDALE FDS

1.56%

Shares45.2K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

2.26%

Shares23.1K

Event2026-03-31

Filed2026-04-22

IUSB

ISHARES TR

5.69%

Shares102.8K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

4.78%

Shares14.9K

Event2026-03-31

Filed2026-04-22

CGXU

CAPITAL GROUP INTL FOCUS EQT

25.80%

Shares155.1K

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

-12.13%

Shares10.4K

Event2026-03-31

Filed2026-04-22

MEDTRONIC PLC

61.16%

Shares50.2K

Event2026-03-31

Filed2026-04-22

CGUS

CAPITAL GROUP CORE EQUITY ET

-4.54%

Shares109.4K

Event2026-03-31

Filed2026-04-22

LNG

CHENIERE ENERGY INC

-12.27%

Shares14.7K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

1.92%

Shares16.6K

Event2026-03-31

Filed2026-04-22

WMB

WILLIAMS COS INC

2.82%

Shares56.1K

Event2026-03-31

Filed2026-04-22

JPST

J P MORGAN EXCHANGE TRADED F

143.37%

Shares79.0K

Event2026-03-31

Filed2026-04-22

SDVY

FIRST TR EXCHANGE TRADED FD

1.70%

Shares101.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-17.57%

Shares13.6K

Event2026-03-31

Filed2026-04-22

ETR

ENTERGY CORP NEW

26.96%

Shares34.4K

Event2026-03-31

Filed2026-04-22