Sponsored

The Analysis of Coordinated Financial Services, Inc.'s Holdings & P&L

Currently, Coordinated Financial Services, Inc. holds 175 types of securities in its portfolio with a total value $173.3M. In the most recent quarter, they have increased their positions in N/A (+76.8K shares, valued at $1.4M), VT (+6.0K shares, valued at $827.1K), BALT (+24.2K shares, valued at $808.5K); decreased their positions in ITOT (-4.1K shares, valued at $577.4K), BIL (-4.0K shares, valued at $371.0K), JPST (-6.5K shares, valued at $329.0K); initiated new positions in N/A (+76.8K shares, valued at $1.4M), BALT (+24.2K shares, valued at $808.5K), XLE (+6.2K shares, valued at $380.4K).

1M P&L

+4.5M+2.71%

3M P&L

-3.6M-2.08%

HY P&L

+1.8M+1.08%

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/A135.0M

82.9%

2Discount Stores3.1M

1.9%

3Semiconductors2.3M

1.4%

Top Industries by Stock Count

1N/A116 stocks

70.7%

2Drug Manufacturers - General4 stocks

2.4%

3Capital Markets4 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR30.5K shares1.11%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T8.4K shares-1.18%2026-03-312026-05-04

GLD SPDR GOLD TR9.4K shares-5.63%2026-03-312026-05-04

VTI VANGUARD INDEX FDS12.5K shares-3.78%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F26.1K shares29.78%2026-03-312026-05-04

EFA ISHARES TR36.0K shares1.70%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR109.1K shares-1.93%2026-03-312026-05-04

VB VANGUARD INDEX FDS12.7K shares1.32%2026-03-312026-05-04

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F63.5K shares2.51%2026-03-312026-05-04

HELO J P MORGAN EXCHANGE TRADED F45.9K shares-3.24%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS37.0K shares34.86%2026-03-312026-05-04

LQD ISHARES TR25.0K shares5.22%2026-03-312026-05-04

GOVT ISHARES TR114.6K shares1.86%2026-03-312026-05-04

NVDA NVIDIA CORPORATION13.1K shares-1.92%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS15.2K shares-0.69%2026-03-312026-05-04

VXUS VANGUARD STAR FDS27.6K shares4.55%2026-03-312026-05-04

Sponsored

INVESCO QQQ TR INVESCO QQQ TR3.4K shares-7.58%2026-03-312026-05-04

MBB ISHARES TR19.5K shares1.75%2026-03-312026-05-04

WMT WALMART INC14.6K shares-5.89%2026-03-312026-05-04

AMZN AMAZON COM INC8.6K shares1.90%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.6K shares-0.96%2026-03-312026-05-04

IGSB ISHARES TR29.7K shares6.03%2026-03-312026-05-04

VO VANGUARD INDEX FDS5.4K shares0.86%2026-03-312026-05-04

MSFT MICROSOFT CORP4.2K shares-8.04%2026-03-312026-05-04

Sponsored

SCHZ SCHWAB STRATEGIC TR66.5K shares11.48%2026-03-312026-05-04

DVY ISHARES TR9.7K shares18.67%2026-03-312026-05-04

VBR VANGUARD INDEX FDS6.7K shares1.36%2026-03-312026-05-04

IEFA ISHARES TR16.0K shares-3.37%2026-03-312026-05-04

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST76.8K sharesnew addition2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F25.9K shares33.82%2026-03-312026-05-04

IJR ISHARES TR11.4K shares10.15%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS18.4K shares10.52%2026-03-312026-05-04

Sponsored

IWM ISHARES TR5.4K shares-6.63%2026-03-312026-05-04

IEMG ISHARES INC19.0K shares3.99%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION1.3K shares-1.04%2026-03-312026-05-04

PFF ISHARES TR42.8K shares4.15%2026-03-312026-05-04

BAC-PL BANK AMERICA CORP1.1K shares0.29%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.5K shares-2.95%2026-03-312026-05-04

V VISA INC4.1K shares0.15%2026-03-312026-05-04

BROADCOM INC BROADCOM INC3.8K shares-2.62%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC2.0K shares-1.07%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR47.6K shares11.23%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS13.1K shares-1.22%2026-03-312026-05-04

IUSG ISHARES TR6.8K shares-1.90%2026-03-312026-05-04

BSCU INVESCO EXCH TRD SLF IDX FD62.3K shares-2.84%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR41.8K shares2.86%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS11.7K shares-19.09%2026-03-312026-05-04

BSCR INVESCO EXCH TRD SLF IDX FD51.5K shares2.39%2026-03-312026-05-04

Sponsored

SPIB SPDR SERIES TRUST30.0K shares1.57%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F17.1K shares-18.57%2026-03-312026-05-04

AAPL APPLE INC3.7K shares-2.09%2026-03-312026-05-04

GDX VANECK ETF TRUST10.0K shares-24.59%2026-03-312026-05-04

SCHJ SCHWAB STRATEGIC TR36.9K shares13.10%2026-03-312026-05-04

VONV VANGUARD SCOTTSDALE FDS9.6K shares37.97%2026-03-312026-05-04

ITOT ISHARES TR6.3K shares-39.31%2026-03-312026-05-04

BSCS INVESCO EXCH TRD SLF IDX FD43.4K shares0.40%2026-03-312026-05-04

Sponsored

HD HOME DEPOT INC2.6K shares-0.31%2026-03-312026-05-04

QUAL ISHARES TR4.4K shares0.82%2026-03-312026-05-04

VBK VANGUARD INDEX FDS2.8K shares1.46%2026-03-312026-05-04

SPYV SPDR SERIES TRUST14.8K shares-2.44%2026-03-312026-05-04

WFC-PL WELLS FARGO & CO720 shares1.41%2026-03-312026-05-04

SMOT VANECK ETF TRUST23.1K shares4.45%2026-03-312026-05-04

BSCQ INVESCO EXCH TRD SLF IDX FD41.5K shares-5.75%2026-03-312026-05-04

BALT INNOVATOR ETFS TRUST24.2K sharesnew addition2026-03-312026-05-04

Sponsored

XLV SELECT SECTOR SPDR TR5.3K shares-1.44%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS16.9K shares6.28%2026-03-312026-05-04

XOM EXXON MOBIL CORP4.5K shares-5.98%2026-03-312026-05-04

SPYM SPDR SERIES TRUST10.0K shares0.18%2026-03-312026-05-04

IQLT ISHARES TR16.4K shares0.00%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST3.7K shares6.01%2026-03-312026-05-04

IWF ISHARES TR1.7K shares0.23%2026-03-312026-05-04

IMTM ISHARES TR15.0K shares0.00%2026-03-312026-05-04

Sponsored

BSCW INVESCO EXCH TRD SLF IDX FD34.1K shares0.37%2026-03-312026-05-04

BSCV INVESCO EXCH TRD SLF IDX FD42.6K shares-4.17%2026-03-312026-05-04

BSCT INVESCO EXCH TRD SLF IDX FD37.2K shares0.28%2026-03-312026-05-04

IUSV ISHARES TR6.8K shares0.86%2026-03-312026-05-04

RTX RTX CORPORATION3.6K shares0.84%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO2.3K shares-3.86%2026-03-312026-05-04

IJH ISHARES TR10.1K shares-21.44%2026-03-312026-05-04

TLTW ISHARES TR30.0K shares105.79%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC2.3K shares-5.27%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F13.0K shares-33.33%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC5.5K shares-10.94%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS7.8K shares10.06%2026-03-312026-05-04

CVX CHEVRON CORPORATION3.0K shares-1.43%2026-03-312026-05-04

SYK STRYKER CORPORATION1.8K shares0.16%2026-03-312026-05-04

VTV VANGUARD INDEX FDS3.1K shares0.36%2026-03-312026-05-04

COWZ PACER FDS TR9.5K shares0.42%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON2.3K shares-14.66%2026-03-312026-05-04

VUG VANGUARD INDEX FDS1.3K shares5.41%2026-03-312026-05-04

BIL SPDR SERIES TRUST6.1K shares-39.90%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS913 shares-5.19%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 40883 shares0.00%2026-03-312026-05-04

IVE ISHARES TR2.5K shares-5.59%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F9.8K shares4.72%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS10.5K shares10.73%2026-03-312026-05-04

Sponsored

TMUS T-MOBILE US INC2.5K shares-0.48%2026-03-312026-05-04

IUSB ISHARES TR11.0K shares1.79%2026-03-312026-05-04

HON HONEYWELL INTL INC2.2K shares16.01%2026-03-312026-05-04

SLV ISHARES SILVER TR7.0K shares-18.25%2026-03-312026-05-04

LLY ELI LILLY & CO509 shares0.00%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS7.3K shares-15.81%2026-03-312026-05-04

PLD PROLOGIS INC.3.5K shares0.46%2026-03-312026-05-04

PG PROCTER & GAMBLE CO3.2K shares0.00%2026-03-312026-05-04

Sponsored

SPYG SPDR SERIES TRUST4.7K shares-29.11%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC536 shares6.77%2026-03-312026-05-04

PEP PEPSICO INC2.9K shares-3.03%2026-03-312026-05-04

AGG ISHARES TR4.5K shares-0.42%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.6K shares0.00%2026-03-312026-05-04

SPTI SPDR SERIES TRUST15.4K shares0.00%2026-03-312026-05-04

ITA ISHARES TR2.0K shares-5.58%2026-03-312026-05-04

PFE PFIZER INC15.6K shares2.21%2026-03-312026-05-04

Sponsored

UPS UNITED PARCEL SVCS INC4.4K shares-5.68%2026-03-312026-05-04

IWD ISHARES TR1.9K shares0.00%2026-03-312026-05-04

JQUA J P MORGAN EXCHANGE TRADED F6.6K shares0.00%2026-03-312026-05-04

JBND J P MORGAN EXCHANGE TRADED F7.5K shares2.75%2026-03-312026-05-04

TLT ISHARES TR4.6K shares4.57%2026-03-312026-05-04

LQDW ISHARES TR16.3K shares5.51%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR2.9K shares-5.39%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC4.0K shares0.00%2026-03-312026-05-04

Sponsored

BA BOEING CO1.9K shares69.87%2026-03-312026-05-04

IGF ISHARES TR5.7K shares11.36%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR6.2K sharesnew addition2026-03-312026-05-04

MS MORGAN STANLEY2.3K shares59.08%2026-03-312026-05-04

TJX TJX COS INC NEW2.4K shares-2.95%2026-03-312026-05-04

SCHG SCHWAB STRATEGIC TR12.8K shares1.20%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR3.4K shares-4.77%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF9.6K shares-8.32%2026-03-312026-05-04

Sponsored

SPSM SPDR SERIES TRUST7.5K shares0.28%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR7.9K shares0.28%2026-03-312026-05-04

VONG VANGUARD SCOTTSDALE FDS3.2K shares44.82%2026-03-312026-05-04

FHLC FIDELITY COVINGTON TRUST5.0K shares-1.85%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR13.4K shares11.11%2026-03-312026-05-04

DELL DELL TECHNOLOGIES INC2.0K shares-7.83%2026-03-312026-05-04

OKE ONEOK INC NEW3.6K shares11.92%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR11.2K shares0.54%2026-03-312026-05-04

Sponsored

WM WASTE MGMT INC DEL1.4K shares0.22%2026-03-312026-05-04

KR KROGER CO4.3K shares0.51%2026-03-312026-05-04

TROW PRICE T ROWE GROUP INC3.4K shares24.41%2026-03-312026-05-04

VFH VANGUARD WORLD FD2.6K shares8.94%2026-03-312026-05-04

SUB ISHARES TR2.9K shares0.39%2026-03-312026-05-04

CAT CATERPILLAR INC428 shares-4.89%2026-03-312026-05-04

SOFI SOFI TECHNOLOGIES INC19.1K shares8.52%2026-03-312026-05-04

FANG DIAMONDBACK ENERGY INC1.5K sharesnew addition2026-03-312026-05-04

Sponsored

SLYV SPDR SERIES TRUST3.2K shares4.13%2026-03-312026-05-04

IGV ISHARES TR3.6K sharesnew addition2026-03-312026-05-04

MP MP MATERIALS CORP5.8K shares0.00%2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP465 shares0.22%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-04

BSCX INVESCO EXCH TRD SLF IDX FD12.9K shares1.00%2026-03-312026-05-04

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST14.3K shares4.18%2026-03-312026-05-04

VCR VANGUARD WORLD FD749 shares6.39%2026-03-312026-05-04

Sponsored

KMI KINDER MORGAN INC DEL7.8K sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC1.1K shares0.26%2026-03-312026-05-04

NFLX NETFLIX INC.2.5K sharesnew addition2026-03-312026-05-04

KDP KEURIG DR PEPPER INC9.1K shares2.31%2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS2.5K sharesnew addition2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST4.2K sharesnew addition2026-03-312026-05-04

AOM ISHARES TR4.9K shares6.73%2026-03-312026-05-04

Sponsored

XLF SELECT SECTOR SPDR TR4.7K shares-23.98%2026-03-312026-05-04

VIS VANGUARD WORLD FD734 shares4.71%2026-03-312026-05-04

SCHW SCHWAB CHARLES CORP2.4K shares-4.55%2026-03-312026-05-04

ORCL ORACLE CORP1.5K shares7.25%2026-03-312026-05-04

VOX VANGUARD WORLD FD1.2K shares6.19%2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR4.7K shares4.41%2026-03-312026-05-04

SPSB SPDR SERIES TRUST7.3K shares3.21%2026-03-312026-05-04

AOK ISHARES TR5.3K sharesnew addition2026-03-312026-05-04

Sponsored

AOA ISHARES TR2.4K shares2.87%2026-03-312026-05-04

HOOD ROBINHOOD MKTS INC3.0K sharesnew addition2026-03-312026-05-04

SPYD SPDR SERIES TRUST4.5K sharesnew addition2026-03-312026-05-04

WSR WHITESTONE REIT11.6K shares0.00%2026-03-312026-05-04

PGX INVESCO EXCH TRADED FD TR II15.1K shares3.91%2026-03-312026-05-04

SNAP SNAP INC23.1K shares-16.88%2026-03-312026-05-04

NUV NUVEEN MUN VALUE FD INC10.0K shares0.00%2026-03-312026-05-04

IVV

ISHARES TR

1.11%

Shares30.5K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

-1.18%

Shares8.4K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

-5.63%

Shares9.4K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-3.78%

Shares12.5K

Event2026-03-31

Filed2026-05-04

VANGUARD INTL EQUITY INDEX F

29.78%

Shares26.1K

Event2026-03-31

Filed2026-05-04

EFA

ISHARES TR

1.70%

Shares36.0K

Event2026-03-31

Filed2026-05-04

SCHD

SCHWAB STRATEGIC TR

-1.93%

Shares109.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

1.32%

Shares12.7K

Event2026-03-31

Filed2026-05-04

JCPB

J P MORGAN EXCHANGE TRADED F

2.51%

Shares63.5K

Event2026-03-31

Filed2026-05-04

HELO

J P MORGAN EXCHANGE TRADED F

-3.24%

Shares45.9K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

34.86%

Shares37.0K

Event2026-03-31

Filed2026-05-04

LQD

ISHARES TR

5.22%

Shares25.0K

Event2026-03-31

Filed2026-05-04

GOVT

ISHARES TR

1.86%

Shares114.6K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

-1.92%

Shares13.1K

Event2026-03-31

Filed2026-05-04

VYM

VANGUARD WHITEHALL FDS

-0.69%

Shares15.2K

Event2026-03-31

Filed2026-05-04

VXUS

VANGUARD STAR FDS

4.55%

Shares27.6K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-7.58%

Shares3.4K

Event2026-03-31

Filed2026-05-04

MBB

ISHARES TR

1.75%

Shares19.5K

Event2026-03-31

Filed2026-05-04

WMT

WALMART INC

-5.89%

Shares14.6K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

1.90%

Shares8.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

-0.96%

Shares3.6K

Event2026-03-31

Filed2026-05-04

IGSB

ISHARES TR

6.03%

Shares29.7K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

0.86%

Shares5.4K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

-8.04%

Shares4.2K

Event2026-03-31

Filed2026-05-04

SCHZ

SCHWAB STRATEGIC TR

11.48%

Shares66.5K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

18.67%

Shares9.7K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

1.36%

Shares6.7K

Event2026-03-31

Filed2026-05-04

IEFA

ISHARES TR

-3.37%

Shares16.0K

Event2026-03-31

Filed2026-05-04

INNOVATOR ETFS TRUST

New

Shares76.8K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

33.82%

Shares25.9K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

10.15%

Shares11.4K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

10.52%

Shares18.4K

Event2026-03-31

Filed2026-05-04

IWM

ISHARES TR

-6.63%

Shares5.4K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

3.99%

Shares19.0K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-1.04%

Shares1.3K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

4.15%

Shares42.8K

Event2026-03-31

Filed2026-05-04

BAC-PL

BANK AMERICA CORP

0.29%

Shares1.1K

Event2026-03-31

Filed2026-05-04

INVESCO EXCHANGE TRADED FD T

-2.95%

Shares6.5K

Event2026-03-31

Filed2026-05-04

VISA INC

0.15%

Shares4.1K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

-2.62%

Shares3.8K

Event2026-03-31

Filed2026-05-04

META

META PLATFORMS INC

-1.07%

Shares2.0K

Event2026-03-31

Filed2026-05-04

SCHO

SCHWAB STRATEGIC TR

11.23%

Shares47.6K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

-1.22%

Shares13.1K

Event2026-03-31

Filed2026-05-04

IUSG

ISHARES TR

-1.90%

Shares6.8K

Event2026-03-31

Filed2026-05-04

BSCU

INVESCO EXCH TRD SLF IDX FD

-2.84%

Shares62.3K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

2.86%

Shares41.8K

Event2026-03-31

Filed2026-05-04

VNQ

VANGUARD INDEX FDS

-19.09%

Shares11.7K

Event2026-03-31

Filed2026-05-04

BSCR

INVESCO EXCH TRD SLF IDX FD

2.39%

Shares51.5K

Event2026-03-31

Filed2026-05-04

SPIB

SPDR SERIES TRUST

1.57%

Shares30.0K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

-18.57%

Shares17.1K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

-2.09%

Shares3.7K

Event2026-03-31

Filed2026-05-04

GDX

VANECK ETF TRUST

-24.59%

Shares10.0K

Event2026-03-31

Filed2026-05-04

SCHJ

SCHWAB STRATEGIC TR

13.10%

Shares36.9K

Event2026-03-31

Filed2026-05-04

VONV

VANGUARD SCOTTSDALE FDS

37.97%

Shares9.6K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

-39.31%

Shares6.3K

Event2026-03-31

Filed2026-05-04

BSCS

INVESCO EXCH TRD SLF IDX FD

0.40%

Shares43.4K

Event2026-03-31

Filed2026-05-04

HOME DEPOT INC

-0.31%

Shares2.6K

Event2026-03-31

Filed2026-05-04

QUAL

ISHARES TR

0.82%

Shares4.4K

Event2026-03-31

Filed2026-05-04

VBK

VANGUARD INDEX FDS

1.46%

Shares2.8K

Event2026-03-31

Filed2026-05-04

SPYV

SPDR SERIES TRUST

-2.44%

Shares14.8K

Event2026-03-31

Filed2026-05-04

WFC-PL

WELLS FARGO & CO

1.41%

Shares720

Event2026-03-31

Filed2026-05-04

SMOT

VANECK ETF TRUST

4.45%

Shares23.1K

Event2026-03-31

Filed2026-05-04

BSCQ

INVESCO EXCH TRD SLF IDX FD

-5.75%

Shares41.5K

Event2026-03-31

Filed2026-05-04

BALT

INNOVATOR ETFS TRUST

New

Shares24.2K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

-1.44%

Shares5.3K

Event2026-03-31

Filed2026-05-04

SPDW

SPDR INDEX SHS FDS

6.28%

Shares16.9K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-5.98%

Shares4.5K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

0.18%

Shares10.0K

Event2026-03-31

Filed2026-05-04

IQLT

ISHARES TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-05-04

FTEC

FIDELITY COVINGTON TRUST

6.01%

Shares3.7K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

0.23%

Shares1.7K

Event2026-03-31

Filed2026-05-04

IMTM

ISHARES TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-04

BSCW

INVESCO EXCH TRD SLF IDX FD

0.37%

Shares34.1K

Event2026-03-31

Filed2026-05-04

BSCV

INVESCO EXCH TRD SLF IDX FD

-4.17%

Shares42.6K

Event2026-03-31

Filed2026-05-04

BSCT

INVESCO EXCH TRD SLF IDX FD

0.28%

Shares37.2K

Event2026-03-31

Filed2026-05-04

IUSV

ISHARES TR

0.86%

Shares6.8K

Event2026-03-31

Filed2026-05-04

RTX

RTX CORPORATION

0.84%

Shares3.6K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

-3.86%

Shares2.3K

Event2026-03-31

Filed2026-05-04

IJH

ISHARES TR

-21.44%

Shares10.1K

Event2026-03-31

Filed2026-05-04

TLTW

ISHARES TR

105.79%

Shares30.0K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-5.27%

Shares2.3K

Event2026-03-31

Filed2026-05-04

JPST

J P MORGAN EXCHANGE TRADED F

-33.33%

Shares13.0K

Event2026-03-31

Filed2026-05-04

BLACKSTONE INC

-10.94%

Shares5.5K

Event2026-03-31

Filed2026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

10.06%

Shares7.8K

Event2026-03-31

Filed2026-05-04

CVX

CHEVRON CORPORATION

-1.43%

Shares3.0K

Event2026-03-31

Filed2026-05-04

SYK

STRYKER CORPORATION

0.16%

Shares1.8K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

0.36%

Shares3.1K

Event2026-03-31

Filed2026-05-04

COWZ

PACER FDS TR

0.42%

Shares9.5K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-14.66%

Shares2.3K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

5.41%

Shares1.3K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-39.90%

Shares6.1K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

-5.19%

Shares913

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares883

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-5.59%

Shares2.5K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

4.72%

Shares9.8K

Event2026-03-31

Filed2026-05-04

VTIP

VANGUARD MALVERN FDS

10.73%

Shares10.5K

Event2026-03-31

Filed2026-05-04

TMUS

T-MOBILE US INC

-0.48%

Shares2.5K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

1.79%

Shares11.0K

Event2026-03-31

Filed2026-05-04

HON

HONEYWELL INTL INC

16.01%

Shares2.2K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

-18.25%

Shares7.0K

Event2026-03-31

Filed2026-05-04

LLY

ELI LILLY & CO

0.00%

Shares509

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-15.81%

Shares7.3K

Event2026-03-31

Filed2026-05-04

PLD

PROLOGIS INC.

0.46%

Shares3.5K

Event2026-03-31

Filed2026-05-04

PROCTER & GAMBLE CO

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-04

SPYG

SPDR SERIES TRUST

-29.11%

Shares4.7K

Event2026-03-31

Filed2026-05-04

GOLDMAN SACHS GROUP INC

6.77%

Shares536

Event2026-03-31

Filed2026-05-04

PEP

PEPSICO INC

-3.03%

Shares2.9K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

-0.42%

Shares4.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-04

SPTI

SPDR SERIES TRUST

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-04

ITA

ISHARES TR

-5.58%

Shares2.0K

Event2026-03-31

Filed2026-05-04

PFE

PFIZER INC

2.21%

Shares15.6K

Event2026-03-31

Filed2026-05-04

UPS

UNITED PARCEL SVCS INC

-5.68%

Shares4.4K

Event2026-03-31

Filed2026-05-04

IWD

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-04

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-04

JBND

J P MORGAN EXCHANGE TRADED F

2.75%

Shares7.5K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

4.57%

Shares4.6K

Event2026-03-31

Filed2026-05-04

LQDW

ISHARES TR

5.51%

Shares16.3K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

-5.39%

Shares2.9K

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-04

BOEING CO

69.87%

Shares1.9K

Event2026-03-31

Filed2026-05-04

IGF

ISHARES TR

11.36%

Shares5.7K

Event2026-03-31

Filed2026-05-04

XLE

SELECT SECTOR SPDR TR

New

Shares6.2K

Event2026-03-31

Filed2026-05-04

MORGAN STANLEY

59.08%

Shares2.3K

Event2026-03-31

Filed2026-05-04

TJX

TJX COS INC NEW

-2.95%

Shares2.4K

Event2026-03-31

Filed2026-05-04

SCHG

SCHWAB STRATEGIC TR

1.20%

Shares12.8K

Event2026-03-31

Filed2026-05-04

XLC

SELECT SECTOR SPDR TR

-4.77%

Shares3.4K

Event2026-03-31

Filed2026-05-04

IBIT

ISHARES BITCOIN TRUST ETF

-8.32%

Shares9.6K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

0.28%

Shares7.5K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

0.28%

Shares7.9K

Event2026-03-31

Filed2026-05-04

VONG

VANGUARD SCOTTSDALE FDS

44.82%

Shares3.2K

Event2026-03-31

Filed2026-05-04

FHLC

FIDELITY COVINGTON TRUST

-1.85%

Shares5.0K

Event2026-03-31

Filed2026-05-04

SCHB

SCHWAB STRATEGIC TR

11.11%

Shares13.4K

Event2026-03-31

Filed2026-05-04

DELL

DELL TECHNOLOGIES INC

-7.83%

Shares2.0K

Event2026-03-31

Filed2026-05-04

OKE

ONEOK INC NEW

11.92%

Shares3.6K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

0.54%

Shares11.2K

Event2026-03-31

Filed2026-05-04

WASTE MGMT INC DEL

0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-04

KROGER CO

0.51%

Shares4.3K

Event2026-03-31

Filed2026-05-04

TROW

PRICE T ROWE GROUP INC

24.41%

Shares3.4K

Event2026-03-31

Filed2026-05-04

VFH

VANGUARD WORLD FD

8.94%

Shares2.6K

Event2026-03-31

Filed2026-05-04

SUB

ISHARES TR

0.39%

Shares2.9K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

-4.89%

Shares428

Event2026-03-31

Filed2026-05-04

SOFI

SOFI TECHNOLOGIES INC

8.52%

Shares19.1K

Event2026-03-31

Filed2026-05-04

FANG

DIAMONDBACK ENERGY INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-04

SLYV

SPDR SERIES TRUST

4.13%

Shares3.2K

Event2026-03-31

Filed2026-05-04

IGV

ISHARES TR

New

Shares3.6K

Event2026-03-31

Filed2026-05-04

MP MATERIALS CORP

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-04

LMT

LOCKHEED MARTIN CORP

0.22%

Shares465

Event2026-03-31

Filed2026-05-04

VRT

VERTIV HOLDINGS CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-04

BSCX

INVESCO EXCH TRD SLF IDX FD

1.00%

Shares12.9K

Event2026-03-31

Filed2026-05-04

INNOVATOR ETFS TRUST

4.18%

Shares14.3K

Event2026-03-31

Filed2026-05-04

VCR

VANGUARD WORLD FD

6.39%

Shares749

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

New

Shares7.8K

Event2026-03-31

Filed2026-05-04

ABBV

ABBVIE INC

0.26%

Shares1.1K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

KDP

KEURIG DR PEPPER INC

2.31%

Shares9.1K

Event2026-03-31

Filed2026-05-04

VYMI

VANGUARD WHITEHALL FDS

New

Shares2.5K

Event2026-03-31

Filed2026-05-04

ASTRAZENECA PLC

New

Shares1.2K

Event2026-03-31

Filed2026-05-04

FDVV

FIDELITY COVINGTON TRUST

New

Shares4.2K

Event2026-03-31

Filed2026-05-04

AOM

ISHARES TR

6.73%

Shares4.9K

Event2026-03-31

Filed2026-05-04

XLF

SELECT SECTOR SPDR TR

-23.98%

Shares4.7K

Event2026-03-31

Filed2026-05-04

VIS

VANGUARD WORLD FD

4.71%

Shares734

Event2026-03-31

Filed2026-05-04

SCHW

SCHWAB CHARLES CORP

-4.55%

Shares2.4K

Event2026-03-31

Filed2026-05-04

ORCL

ORACLE CORP

7.25%

Shares1.5K

Event2026-03-31

Filed2026-05-04

VOX

VANGUARD WORLD FD

6.19%

Shares1.2K

Event2026-03-31

Filed2026-05-04

SCHC

SCHWAB STRATEGIC TR

4.41%

Shares4.7K

Event2026-03-31

Filed2026-05-04

SPSB

SPDR SERIES TRUST

3.21%

Shares7.3K

Event2026-03-31

Filed2026-05-04

AOK

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-04

AOA

ISHARES TR

2.87%

Shares2.4K

Event2026-03-31

Filed2026-05-04

HOOD

ROBINHOOD MKTS INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

SPYD

SPDR SERIES TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-05-04

WSR

WHITESTONE REIT

0.00%

Shares11.6K

Event2026-03-31

Filed2026-05-04

PGX

INVESCO EXCH TRADED FD TR II

3.91%

Shares15.1K

Event2026-03-31

Filed2026-05-04

SNAP

SNAP INC

-16.88%

Shares23.1K

Event2026-03-31

Filed2026-05-04

NUV

NUVEEN MUN VALUE FD INC

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-04

Call Option Holdings

No call option holdings data available

Put Option Holdings

VANGUARD INTL EQUITY INDEX F Put PutVANGUARD INTL EQUITY INDEX F7.4K sharesnew addition2026-03-312026-05-04

VANGUARD INTL EQUITY INDEX F Put

VANGUARD INTL EQUITY INDEX F

New

Shares7.4K

Event2026-03-31

Filed2026-05-04