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The Analysis of CreativeOne Wealth, LLC's Holdings & P&L

Currently, CreativeOne Wealth, LLC holds 1171 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in CORO (+1.7M shares, valued at $54.9M), ESUM (+1.4M shares, valued at $36.1M), GOVT (+1.2M shares, valued at $27.2M); decreased their positions in OEF (-104.1K shares, valued at $33.1M), AVEM (-262.7K shares, valued at $21.2M), EFV (-225.4K shares, valued at $16.8M); initiated new positions in CORO (+1.7M shares, valued at $54.9M), BLCR (+419.8K shares, valued at $17.2M), ELCV (+254.5K shares, valued at $7.4M).

1M P&L

+161.3M+3.83%

3M P&L

-272.9M-5.87%

HY P&L

-179.8M-3.94%

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/A3.0B

74.1%

2Semiconductors109.6M

2.7%

3Consumer Electronics102.9M

2.6%

Top Industries by Stock Count

1N/A696 stocks

62.1%

2Utilities - Regulated Electric19 stocks

1.7%

3Software - Application18 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC405.3K shares14.86%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS1.6M shares0.01%2026-03-312026-05-15

VTV VANGUARD INDEX FDS502.6K shares0.89%2026-03-312026-05-15

NVDA NVIDIA CORPORATION491.5K shares3.48%2026-03-312026-05-15

VUG VANGUARD INDEX FDS190.4K shares-0.37%2026-03-312026-05-15

BOND PIMCO ETF TR835.7K shares8.25%2026-03-312026-05-15

VEGA ADVISORSHARES TR1.5M shares6.74%2026-03-312026-05-15

AMZN AMAZON COM INC343.9K shares2.81%2026-03-312026-05-15

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INVESCO QQQ TR INVESCO QQQ TR119.9K shares-11.53%2026-03-312026-05-15

SPY SPDR S&P 500 ETF TR101.2K shares18.41%2026-03-312026-05-15

IVE ISHARES TR298.0K shares-3.54%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST1.0M shares-9.32%2026-03-312026-05-15

IVW ISHARES TR508.5K shares8.23%2026-03-312026-05-15

MSFT MICROSOFT CORP150.0K shares8.73%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS1.1M shares6.90%2026-03-312026-05-15

CORO BLACKROCK ETF TRUST1.7M sharesnew addition2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS82.8K shares1.50%2026-03-312026-05-15

IUSB ISHARES TR1.0M shares5.30%2026-03-312026-05-15

IVV ISHARES TR68.6K shares5.60%2026-03-312026-05-15

SECT NORTHERN LTS FD TR IV727.2K shares5.42%2026-03-312026-05-15

ALPHABET INC ALPHABET INC141.6K shares3.83%2026-03-312026-05-15

ESUM STRATEGY SHS1.4M shares3727.22%2026-03-312026-05-15

BROADCOM INC BROADCOM INC114.8K shares3.68%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS421.1K shares-0.83%2026-03-312026-05-15

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MTBA SIMPLIFY EXCHANGE TRADED FUN649.3K shares6.61%2026-03-312026-05-15

GOVT ISHARES TR1.4M shares587.93%2026-03-312026-05-15

QUAL ISHARES TR163.9K shares3.42%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F561.6K shares0.32%2026-03-312026-05-15

VB VANGUARD INDEX FDS115.9K shares-0.81%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI874.8K shares3.97%2026-03-312026-05-15

UDIV FRANKLIN TEMPLETON ETF TR554.8K shares8.67%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR351.8K shares-42.75%2026-03-312026-05-15

Sponsored

BAI BLACKROCK ETF TRUST809.9K shares7.62%2026-03-312026-05-15

SPYM SPDR SERIES TRUST335.3K shares138.32%2026-03-312026-05-15

META META PLATFORMS INC44.2K shares-1.02%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR380.6K shares124.17%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST641.9K shares9.38%2026-03-312026-05-15

TSLA TESLA INC61.8K shares-0.27%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS97.7K shares0.66%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II185.4K shares8.94%2026-03-312026-05-15

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SHLD GLOBAL X FDS292.2K shares50.59%2026-03-312026-05-15

PYLD PIMCO ETF TR773.5K shares38.38%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS427.5K shares12.20%2026-03-312026-05-15

TLH ISHARES TR198.8K shares1.48%2026-03-312026-05-15

VTI VANGUARD INDEX FDS61.1K shares4.73%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II372.9K shares-8.51%2026-03-312026-05-15

VBIL VANGUARD INSTL INDEX FD254.1K shares64.16%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS210.0K shares0.85%2026-03-312026-05-15

Sponsored

BIV VANGUARD BD INDEX FDS239.4K shares3.51%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.3K shares3.42%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST419.8K sharesnew addition2026-03-312026-05-15

ZECP ZACKS TRUST484.7K shares1.69%2026-03-312026-05-15

LLY ELI LILLY & CO17.3K shares21.22%2026-03-312026-05-15

HYS PIMCO ETF TR167.2K shares21.70%2026-03-312026-05-15

ICSH ISHARES TR303.4K shares39.10%2026-03-312026-05-15

EFV ISHARES TR206.3K shares-52.21%2026-03-312026-05-15

Sponsored

SMIZ ZACKS TRUST411.6K shares1.49%2026-03-312026-05-15

BLV VANGUARD BD INDEX FDS202.6K shares2.74%2026-03-312026-05-15

IBD NORTHERN LTS FD TR IV575.9K shares1435.15%2026-03-312026-05-15

ALPHABET INC ALPHABET INC47.8K shares46.37%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST348.7K shares0.80%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR151.3K shares-50.10%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F225.1K shares4.49%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS85.7K shares-8.75%2026-03-312026-05-15

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F107.1K shares3.87%2026-03-312026-05-15

WMT WALMART INC99.0K shares7.76%2026-03-312026-05-15

NFLX NETFLIX INC123.1K shares3.58%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T61.5K shares63.11%2026-03-312026-05-15

USMV ISHARES TR127.0K shares-11.29%2026-03-312026-05-15

GLD SPDR GOLD TR27.4K shares-17.15%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F182.6K shares-9.28%2026-03-312026-05-15

ITOT ISHARES TR81.6K shares7.76%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC174.8K shares-29.85%2026-03-312026-05-15

BIL SPDR SERIES TRUST119.9K shares42.41%2026-03-312026-05-15

IBTG ISHARES TR476.2K shares6.19%2026-03-312026-05-15

CLIP GLOBAL X FDS108.4K shares565.59%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI409.0K shares23.55%2026-03-312026-05-15

MGC VANGUARD WORLD FD45.4K shares4.29%2026-03-312026-05-15

GOF GUGGENHEIM STRATEGIC OPPORTU946.8K shares5.30%2026-03-312026-05-15

GLDM WORLD GOLD TR109.9K shares3.39%2026-03-312026-05-15

Sponsored

OAIM UNIFIED SER TR235.5K shares3849.51%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS169.5K shares2.03%2026-03-312026-05-15

ABBV ABBVIE INC44.9K shares-2.10%2026-03-312026-05-15

XOM EXXON MOBIL CORP55.7K shares-4.34%2026-03-312026-05-15

VCRB VANGUARD MALVERN FDS121.8K shares23.19%2026-03-312026-05-15

LYB LYONDELLBASELL INDUSTRIES N116.6K shares92.09%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO.31.2K shares-3.62%2026-03-312026-05-15

PG PROCTER AND GAMBLE CO62.1K shares5.02%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST90.3K shares-24.77%2026-03-312026-05-15

RTX RTX CORPORATION45.8K shares73.92%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC173.5K shares-32.73%2026-03-312026-05-15

MS MORGAN STANLEY52.7K shares52.92%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS189.4K shares10.93%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR170.3K shares1.33%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC58.3K shares-17.14%2026-03-312026-05-15

BUFD FIRST TR EXCHNG TRADED FD VI303.3K shares-6.07%2026-03-312026-05-15

Sponsored

EFA ISHARES TR87.4K shares-5.89%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F157.8K shares73.02%2026-03-312026-05-15

XLSR SSGA ACTIVE TR146.8K shares29.88%2026-03-312026-05-15

MSTB ETF SER SOLUTIONS220.5K shares-6.00%2026-03-312026-05-15

FLOT ISHARES TR165.8K shares-7.43%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON34.0K shares8.14%2026-03-312026-05-15

CAT CATERPILLAR INC11.7K shares7.15%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS34.1K shares1.94%2026-03-312026-05-15

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN323.1K shares20.46%2026-03-312026-05-15

CVX CHEVRON CORP NEW38.0K shares-7.01%2026-03-312026-05-15

DIA SPDR DOW JONES INDL AVERAGE16.7K shares14.53%2026-03-312026-05-15

COST COSTCO WHSL CORP NEW7.7K shares4.15%2026-03-312026-05-15

PEP PEPSICO INC49.3K shares-6.03%2026-03-312026-05-15

SMH VANECK ETF TRUST19.9K shares-47.47%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR51.8K shares46.80%2026-03-312026-05-15

HD HOME DEPOT INC22.9K shares-0.85%2026-03-312026-05-15

Sponsored

ELCV STRATEGY SHS254.5K sharesnew addition2026-03-312026-05-15

FTHI FIRST TR EXCHANGE TRADED FD311.5K shares-0.92%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST177.8K shares-6.59%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE24.4K shares-18.31%2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR276.0K shares692.10%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS141.1K shares34.09%2026-03-312026-05-15

DE DEERE & CO11.6K shares9.88%2026-03-312026-05-15

SCHO SCHWAB STRATEGIC TR268.5K shares946.03%2026-03-312026-05-15

Sponsored

TROW PRICE T ROWE GROUP INC72.2K shares9.44%2026-03-312026-05-15

USHY ISHARES TR173.9K shares6.16%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR77.7K shares72.51%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD92.9K shares10.44%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR216.3K shares-4.21%2026-03-312026-05-15

SRLN SSGA ACTIVE ETF TR156.9K shares-9.90%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC7.4K shares-0.36%2026-03-312026-05-15

AGG ISHARES TR63.1K shares4.93%2026-03-312026-05-15

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PFE PFIZER INC221.3K shares-20.95%2026-03-312026-05-15

GROZ ZACKS TRUST224.9K shares-25.34%2026-03-312026-05-15

AMAT APPLIED MATLS INC18.0K shares-1.88%2026-03-312026-05-15

MBSD FLEXSHARES TR294.4K shares1998.38%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC18.0K shares-19.56%2026-03-312026-05-15

V VISA INC20.1K shares-9.79%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST141.8K shares-8.08%2026-03-312026-05-15

PMBS PIMCO ETF TR120.4K shares33.85%2026-03-312026-05-15

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SCHP SCHWAB STRATEGIC TR224.0K shares938.55%2026-03-312026-05-15

MCK MCKESSON CORP6.9K shares9.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED11.8K shares10.24%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II24.9K shares6.70%2026-03-312026-05-15

IJR ISHARES TR47.5K shares19.34%2026-03-312026-05-15

TPSC TIMOTHY PLAN138.8K sharesnew addition2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW31.1K shares2.82%2026-03-312026-05-15

O REALTY INCOME CORP94.6K shares39.35%2026-03-312026-05-15

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ISMD NORTHERN LTS FD TR IV144.5K shares2685.28%2026-03-312026-05-15

AMGN AMGEN INC16.4K shares-4.45%2026-03-312026-05-15

IWM ISHARES TR22.9K shares-7.75%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST107.7K shares-16.10%2026-03-312026-05-15

PAYX PAYCHEX INC61.7K shares99.08%2026-03-312026-05-15

VGT VANGUARD WORLD FD8.0K shares-12.15%2026-03-312026-05-15

TLT ISHARES TR64.4K shares-0.33%2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST115.7K shares-1.70%2026-03-312026-05-15

Sponsored

CORP PIMCO ETF TR57.0K shares6.88%2026-03-312026-05-15

APH AMPHENOL CORP NEW43.3K shares16.92%2026-03-312026-05-15

IWF ISHARES TR12.8K shares0.34%2026-03-312026-05-15

MDY SPDR S&P MIDCAP 400 ETF TR8.8K shares-6.05%2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F64.0K shares-10.62%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR175.5K shares-4.39%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC44.7K shares-2.97%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR40.1K shares-26.58%2026-03-312026-05-15

Sponsored

IJH ISHARES TR78.7K shares5.13%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC31.5K shares-28.20%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC19.1K shares22.55%2026-03-312026-05-15

IDEV ISHARES TR61.7K shares-4.60%2026-03-312026-05-15

MUB ISHARES TR48.5K shares11.07%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST153.1K shares82.62%2026-03-312026-05-15

VXUS VANGUARD STAR FDS66.0K shares43.33%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL12.9K shares-33.73%2026-03-312026-05-15

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VICI VICI PPTYS INC182.4K shares49.28%2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST109.4K shares-10.73%2026-03-312026-05-15

SPYV SPDR SERIES TRUST86.9K shares4.16%2026-03-312026-05-15

IXUS ISHARES TR56.7K shares7.25%2026-03-312026-05-15

CTA SIMPLIFY EXCHANGE TRADED FUN160.8K shares58.37%2026-03-312026-05-15

NLR VANECK ETF TRUST35.8K shares33.66%2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD79.6K shares28.46%2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST128.8K shares-1.90%2026-03-312026-05-15

Sponsored

VTWO VANGUARD SCOTTSDALE FDS46.8K shares-7.46%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC22.8K shares8.14%2026-03-312026-05-15

VBR VANGUARD INDEX FDS21.4K shares8.42%2026-03-312026-05-15

SOVF ELEVATION SERIES TRUST172.6K sharesnew addition2026-03-312026-05-15

SPTS SPDR SERIES TRUST158.3K shares-37.31%2026-03-312026-05-15

IEI ISHARES TR38.6K shares20.76%2026-03-312026-05-15

VO VANGUARD INDEX FDS15.8K shares53.77%2026-03-312026-05-15

SPHD INVESCO EXCH TRADED FD TR II90.1K shares-1.07%2026-03-312026-05-15

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SHYG ISHARES TR104.8K shares-11.68%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS59.8K shares0.75%2026-03-312026-05-15

SYSB ISHARES TR49.2K shares5.33%2026-03-312026-05-15

MINT PIMCO ETF TR43.1K shares11.02%2026-03-312026-05-15

KO COCA COLA CO56.7K shares0.71%2026-03-312026-05-15

UNP UNION PAC CORP17.7K shares-3.49%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC37.1K shares13.32%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL127.0K shares12.77%2026-03-312026-05-15

Sponsored

QUS SPDR SERIES TRUST24.7K shares-3.57%2026-03-312026-05-15

LALT FIRST TR EXCHNG TRADED FD VI174.2K shares2.00%2026-03-312026-05-15

SLV ISHARES SILVER TR62.0K shares-46.37%2026-03-312026-05-15

IEMG ISHARES INC60.1K shares-3.95%2026-03-312026-05-15

GILD GILEAD SCIENCES INC30.0K shares-2.11%2026-03-312026-05-15

JCPB J P MORGAN EXCHANGE TRADED F88.7K shares11.20%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP19.5K shares-11.29%2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI95.5K shares-2.17%2026-03-312026-05-15

Sponsored

AUSF GLOBAL X FDS85.7K shares-4.69%2026-03-312026-05-15

IYW ISHARES TR22.7K shares14.37%2026-03-312026-05-15

WMB WILLIAMS COS INC56.1K shares22.80%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS51.2K shares-10.83%2026-03-312026-05-15

MGV VANGUARD WORLD FD28.0K shares17.78%2026-03-312026-05-15

FTLS FIRST TR EXCH TRADED FD III57.5K shares-1.34%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR47.6K shares-16.81%2026-03-312026-05-15

GEV GE VERNOVA INC4.6K shares34.41%2026-03-312026-05-15

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II54.8K shares7.72%2026-03-312026-05-15

PFM INVESCO EXCHANGE TRADED FD T77.8K shares4.42%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO13.1K shares-3.67%2026-03-312026-05-15

MCD MCDONALDS CORP12.7K shares-0.72%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR39.2K shares13.34%2026-03-312026-05-15

XV SIMPLIFY EXCHANGE TRADED FUN165.1K shares-20.87%2026-03-312026-05-15

ESGU ISHARES TR27.4K shares5.83%2026-03-312026-05-15

FFEB FIRST TR EXCHNG TRADED FD VI69.4K shares282.54%2026-03-312026-05-15

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QYLD GLOBAL X FDS223.7K shares-4.97%2026-03-312026-05-15

INTU INTUIT8.8K shares-0.56%2026-03-312026-05-15

OEF ISHARES TR11.9K shares-89.73%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR77.2K shares0.52%2026-03-312026-05-15

CSCO CISCO SYS INC48.2K shares-9.22%2026-03-312026-05-15

XYLD GLOBAL X FDS95.3K shares-0.37%2026-03-312026-05-15

ORCL ORACLE CORP25.3K shares-1.53%2026-03-312026-05-15

MMM 3M CO25.5K shares13.98%2026-03-312026-05-15

Sponsored

GDX VANECK ETF TRUST40.0K shares32.71%2026-03-312026-05-15

T AT&T INC126.3K shares-6.95%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE86.1K shares7.71%2026-03-312026-05-15

SPSB SPDR SERIES TRUST121.7K shares-28.94%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC15.8K shares32.45%2026-03-312026-05-15

IGRO ISHARES TR43.4K shares-0.31%2026-03-312026-05-15

COP CONOCOPHILLIPS27.3K shares2.79%2026-03-312026-05-15

NEE NEXTERA ENERGY INC38.6K shares7.03%2026-03-312026-05-15

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FDEC FIRST TR EXCHNG TRADED FD VI72.1K shares-1.25%2026-03-312026-05-15

FJAN FIRST TR EXCHNG TRADED FD VI70.8K shares426.01%2026-03-312026-05-15

EFG ISHARES TR31.9K shares-8.42%2026-03-312026-05-15

ILTB ISHARES TR71.9K shares5.14%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS59.2K shares5.08%2026-03-312026-05-15

JIVE J P MORGAN EXCHANGE TRADED F41.0K shares32.83%2026-03-312026-05-15

FMAR FIRST TR EXCHNG TRADED FD VI71.7K shares339.46%2026-03-312026-05-15

VHT VANGUARD WORLD FD12.7K shares-22.57%2026-03-312026-05-15

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IWN ISHARES TR18.2K shares6.02%2026-03-312026-05-15

BAC BANK AMERICA CORP70.5K shares-17.45%2026-03-312026-05-15

EOG EOG RES INC23.7K shares1.36%2026-03-312026-05-15

BUFF INNOVATOR ETFS TRUST69.3K shares-4.59%2026-03-312026-05-15

FSEP FIRST TR EXCHNG TRADED FD VI67.3K shares-8.03%2026-03-312026-05-15

LDUR PIMCO ETF TR35.3K shares11.57%2026-03-312026-05-15

TOTL SSGA ACTIVE ETF TR84.9K shares0.35%2026-03-312026-05-15

DIVI FRANKLIN TEMPLETON ETF TR84.6K shares13.69%2026-03-312026-05-15

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JIRE J P MORGAN EXCHANGE TRADED F44.4K shares-2.93%2026-03-312026-05-15

DCOR DIMENSIONAL ETF TRUST46.6K shares7.48%2026-03-312026-05-15

ICVT ISHARES TR32.6K shares-23.48%2026-03-312026-05-15

FNOV FIRST TR EXCHNG TRADED FD VI61.6K shares-1.71%2026-03-312026-05-15

FOXY SIMPLIFY EXCHANGE TRADED FUN111.4K shares123.96%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MFG LTD9.6K shares-1.83%2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST70.5K shares16.35%2026-03-312026-05-15

FOCT FIRST TR EXCHNG TRADED FD VI67.5K shares-1.71%2026-03-312026-05-15

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STIP ISHARES TR30.8K shares-20.59%2026-03-312026-05-15

IWO ISHARES TR10.1K shares1.09%2026-03-312026-05-15

MRSK NORTHERN LIGHTS FD TR89.1K shares16.63%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F61.9K shares6.02%2026-03-312026-05-15

AVGE AMERICAN CENTY ETF TR34.7K sharesnew addition2026-03-312026-05-15

PRU PRUDENTIAL FINL INC31.0K shares61.81%2026-03-312026-05-15

SPSM SPDR SERIES TRUST62.6K shares1.29%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP46.5K shares-11.13%2026-03-312026-05-15

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USFR WISDOMTREE TR59.0K shares-29.59%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST68.9K shares-13.36%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR59.7K shares-18.93%2026-03-312026-05-15

SPTL SPDR SERIES TRUST112.0K shares-27.91%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS52.7K shares-5.25%2026-03-312026-05-15

PFF ISHARES TR95.4K shares6.06%2026-03-312026-05-15

VIGI VANGUARD WHITEHALL FDS32.5K shares-4.13%2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-05-15

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AXON AXON ENTERPRISE INC6.7K shares-6.73%2026-03-312026-05-15

UPS UNITED PARCEL SERVICE INC28.9K shares5.98%2026-03-312026-05-15

VRP INVESCO EXCH TRADED FD TR II118.2K sharesnew addition2026-03-312026-05-15

JGLO J P MORGAN EXCHANGE TRADED F43.4K shares0.80%2026-03-312026-05-15

MUNI PIMCO ETF TR54.3K shares33.03%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR25.3K shares10.15%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND14.1K shares-10.36%2026-03-312026-05-15

MINO PIMCO ETF TR61.9K shares90.74%2026-03-312026-05-15

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PANW PALO ALTO NETWORKS INC17.4K shares-19.90%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC22.7K shares-7.90%2026-03-312026-05-15

IDMO INVESCO EXCH TRADED FD TR II50.8K shares36.51%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP78.2K shares-27.47%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP4.1K shares-6.17%2026-03-312026-05-15

SCHZ SCHWAB STRATEGIC TR118.9K shares0.66%2026-03-312026-05-15

WELL WELLTOWER INC13.8K shares-3.36%2026-03-312026-05-15

ASML ASML HOLDING N V2.1K shares-9.69%2026-03-312026-05-15

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PDBC INVESCO ACTVELY MNGD ETC FD156.8K shares735.33%2026-03-312026-05-15

QLTA ISHARES TR56.6K shares-19.97%2026-03-312026-05-15

GIS GENERAL MLS INC71.9K shares29.06%2026-03-312026-05-15

TXN TEXAS INSTRS INC13.8K shares-3.39%2026-03-312026-05-15

XMHQ INVESCO EXCHANGE TRADED FD T25.8K shares10.66%2026-03-312026-05-15

IEF ISHARES TR27.9K shares1.94%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T35.0K shares145.92%2026-03-312026-05-15

SHV ISHARES TR23.7K shares-30.21%2026-03-312026-05-15

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PAVE GLOBAL X FDS51.0K shares9.44%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF57.3K sharesnew addition2026-03-312026-05-15

FISR SSGA ACTIVE TR100.4K shares36.98%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC5.2K shares4.01%2026-03-312026-05-15

NOW SERVICENOW INC24.0K shares40.30%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP25.8K shares20.21%2026-03-312026-05-15

ABT ABBOTT LABS24.2K shares-3.45%2026-03-312026-05-15

CRM SALESFORCE INC13.2K shares-0.90%2026-03-312026-05-15

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BALI BLACKROCK ETF TRUST79.6K shares4.69%2026-03-312026-05-15

CERY SPDR SERIES TRUST69.5K shares60.04%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR15.0K shares-6.60%2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD21.9K shares63.51%2026-03-312026-05-15

SO SOUTHERN CO24.9K shares1.22%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST60.2K shares10.53%2026-03-312026-05-15

CWB SPDR SERIES TRUST26.2K shares2.01%2026-03-312026-05-15

SIL GLOBAL X FDS26.3K shares735.87%2026-03-312026-05-15

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EME EMCOR GROUP INC3.2K shares25.55%2026-03-312026-05-15

CME CME GROUP INC8.0K shares-19.73%2026-03-312026-05-15

USMC PRINCIPAL EXCHANGE TRADED FD36.5K shares-7.92%2026-03-312026-05-15

IBUF INNOVATOR ETFS TRUST79.2K shares163.20%2026-03-312026-05-15

HON HONEYWELL INTL INC10.3K shares19.02%2026-03-312026-05-15

DGRO ISHARES TR33.2K shares-0.19%2026-03-312026-05-15

IBTH ISHARES TR103.7K shares95.11%2026-03-312026-05-15

FLEX FLEX LTD35.5K shares-5.29%2026-03-312026-05-15

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IEFA ISHARES TR25.6K shares1.83%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR20.9K shares-33.53%2026-03-312026-05-15

IGSB ISHARES TR43.7K shares112.60%2026-03-312026-05-15

IWP ISHARES TR17.9K shares-58.91%2026-03-312026-05-15

LNG CHENIERE ENERGY INC8.1K shares-9.54%2026-03-312026-05-15

NAPR INNOVATOR ETFS TRUST41.7K shares10.20%2026-03-312026-05-15

HSY HERSHEY CO10.9K shares62.26%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC31.6K shares6.01%2026-03-312026-05-15

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LQD ISHARES TR20.8K shares2.69%2026-03-312026-05-15

CAG CONAGRA BRANDS INC143.7K shares9.67%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST49.0K shares-2.95%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO7.0K shares-5.06%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR48.9K shares-2.29%2026-03-312026-05-15

VTC VANGUARD SCOTTSDALE FDS29.2K shares-25.71%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR72.9K shares-10.46%2026-03-312026-05-15

IWD ISHARES TR10.3K shares65.83%2026-03-312026-05-15

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LMT LOCKHEED MARTIN CORP3.6K shares2.23%2026-03-312026-05-15

SPXL DIREXION SHS ETF TR11.7K shares34.34%2026-03-312026-05-15

IJK ISHARES TR21.4K shares4.42%2026-03-312026-05-15

STRV EA SERIES TRUST51.2K shares53.29%2026-03-312026-05-15

EVRG EVERGY INC26.1K shares0.43%2026-03-312026-05-15

TQQQ PROSHARES TR51.2K shares2.76%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR19.5K shares-27.45%2026-03-312026-05-15

INTC INTEL CORP48.2K shares9.93%2026-03-312026-05-15

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SHOP SHOPIFY INC17.8K shares21.64%2026-03-312026-05-15

BUZZ VANECK ETF TRUST73.3K shares1.82%2026-03-312026-05-15

HDV ISHARES TR15.4K shares707.66%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO8.3K shares-14.87%2026-03-312026-05-15

SPMD SPDR SERIES TRUST35.1K shares24.56%2026-03-312026-05-15

VRIG INVESCO ACTIVELY MANAGED EXC83.0K shares-5.66%2026-03-312026-05-15

RYLD GLOBAL X FDS139.0K shares49.72%2026-03-312026-05-15

TFLO ISHARES TR40.8K shares-15.84%2026-03-312026-05-15

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CTAS CINTAS CORP12.2K shares1.16%2026-03-312026-05-15

DVY ISHARES TR13.6K shares15.42%2026-03-312026-05-15

KLAC KLA CORP1.4K shares-24.33%2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST56.5K shares0.23%2026-03-312026-05-15

QBUF INNOVATOR ETFS TRUST68.1K shares165.31%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS23.8K shares-0.88%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC7.0K shares61.74%2026-03-312026-05-15

USB US BANCORP DEL37.7K shares-23.45%2026-03-312026-05-15

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WAB WABTEC7.8K shares-5.08%2026-03-312026-05-15

DRSK ETF SER SOLUTIONS71.1K shares0.47%2026-03-312026-05-15

VLUE ISHARES TR13.6K shares9.06%2026-03-312026-05-15

MPWR MONOLITHIC PWR SYS INC1.8K shares-15.06%2026-03-312026-05-15

JAVA J P MORGAN EXCHANGE TRADED F26.8K shares-2.02%2026-03-312026-05-15

HALO HALOZYME THERAPEUTICS INC29.4K shares131.64%2026-03-312026-05-15

FMF FIRST TR EXCHANGE-TRADED FD37.4K shares4.22%2026-03-312026-05-15

FAAR FIRST TR EXCHANGE TRAD FD VI55.7K shares-2.56%2026-03-312026-05-15

Sponsored

CSX CSX CORP45.8K shares24.35%2026-03-312026-05-15

TJX TJX COS INC NEW11.7K shares6.73%2026-03-312026-05-15

VFLO VICTORY PORTFOLIOS II47.4K shares88.02%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST55.0K shares-3.74%2026-03-312026-05-15

DTCR GLOBAL X FDS77.9K shares43.39%2026-03-312026-05-15

FRDM EA SERIES TRUST34.1K shares2.61%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC4.8K shares-18.42%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF48.0K shares-8.09%2026-03-312026-05-15

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CF CF INDS HLDGS INC14.2K shares20.99%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO30.2K shares-2.20%2026-03-312026-05-15

FXO FIRST TR EXCHANGE TRADED FD32.4K shares4.62%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST45.2K shares8.51%2026-03-312026-05-15

JPME J P MORGAN EXCHANGE TRADED F15.8K shares-6.45%2026-03-312026-05-15

GLDI UBS AG10.9K shares14.47%2026-03-312026-05-15

NOCT INNOVATOR ETFS TRUST31.8K shares-4.87%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC3.9K shares-8.33%2026-03-312026-05-15

Sponsored

GLW CORNING INC13.1K shares-11.74%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST18.6K shares38.28%2026-03-312026-05-15

DFGP DIMENSIONAL ETF TRUST32.8K shares-4.11%2026-03-312026-05-15

APP APPLOVIN CORP4.5K shares18.66%2026-03-312026-05-15

WTV WISDOMTREE TR18.6K shares18.40%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP18.7K shares80.11%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP14.8K shares-1.00%2026-03-312026-05-15

OKE ONEOK INC NEW19.2K shares-5.96%2026-03-312026-05-15

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JEPQ J P MORGAN EXCHANGE TRADED F31.0K shares-0.59%2026-03-312026-05-15

GJUL FIRST TR EXCHNG TRADED FD VI42.2K shares-0.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.1K shares4.13%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP69.9K shares-27.42%2026-03-312026-05-15

GFEB FIRST TR EXCHNG TRADED FD VI41.4K shares27.19%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC15.0K shares-9.89%2026-03-312026-05-15

MBB ISHARES TR17.8K shares-7.30%2026-03-312026-05-15

LMUB ISHARES TR33.7K sharesnew addition2026-03-312026-05-15

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FIX COMFORT SYS USA INC1.2K shares-7.20%2026-03-312026-05-15

ESGE ISHARES INC36.5K shares4.59%2026-03-312026-05-15

MOAT VANECK ETF TRUST17.1K shares-15.19%2026-03-312026-05-15

EIX EDISON INTL22.6K shares170.93%2026-03-312026-05-15

PMAY INNOVATOR ETFS TRUST41.4K shares-1.83%2026-03-312026-05-15

CMCSA COMCAST CORP NEW57.4K shares4.92%2026-03-312026-05-15

WFC WELLS FARGO CO NEW20.6K shares-7.67%2026-03-312026-05-15

TRGP TARGA RES CORP6.5K sharesnew addition2026-03-312026-05-15

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ZM ZOOM COMMUNICATIONS INC20.3K shares16.36%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC387 shares-0.77%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC3.9K shares321.81%2026-03-312026-05-15

PHM PULTE GROUP INC13.8K shares-6.82%2026-03-312026-05-15

JCI JOHNSON CTLS INTL PLC12.3K shares-37.42%2026-03-312026-05-15

IBTI ISHARES TR72.0K shares306.44%2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST45.6K shares2.27%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR14.4K shares-49.38%2026-03-312026-05-15

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EMXC ISHARES INC20.3K shares-14.21%2026-03-312026-05-15

TMAT NORTHERN LTS FD TR IV68.1K shares1.78%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC6.0K shares3.19%2026-03-312026-05-15

F FORD MTR CO136.1K shares3.43%2026-03-312026-05-15

GWX SPDR INDEX SHS FDS37.0K shares19.51%2026-03-312026-05-15

HEFA ISHARES TR36.7K shares22.22%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR42.3K shares149.21%2026-03-312026-05-15

HYD VANECK ETF TRUST31.0K shares12.59%2026-03-312026-05-15

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DELL DELL TECHNOLOGIES INC9.5K shares24.03%2026-03-312026-05-15

FN FABRINET3.0K shares-4.53%2026-03-312026-05-15

SCHI SCHWAB STRATEGIC TR68.2K shares16.83%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN7.6K shares1.48%2026-03-312026-05-15

BBHY J P MORGAN EXCHANGE TRADED F33.6K shares-10.58%2026-03-312026-05-15

BA BOEING CO7.7K shares0.93%2026-03-312026-05-15

HIMS HIMS & HERS HEALTH INC73.4K shares138.76%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC16.4K shares-13.23%2026-03-312026-05-15

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YYY AMPLIFY ETF TR136.9K shares20.53%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR30.2K shares0.39%2026-03-312026-05-15

ESLT ELBIT SYS LTD1.8K shares-11.70%2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW29.9K shares5.27%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC1.6K shares9.64%2026-03-312026-05-15

NET CLOUDFLARE INC7.3K shares-1.34%2026-03-312026-05-15

URA GLOBAL X FDS30.7K shares24.54%2026-03-312026-05-15

BUCK SIMPLIFY EXCHANGE TRADED FUN62.9K shares-37.02%2026-03-312026-05-15

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IDV ISHARES TR34.6K shares1.44%2026-03-312026-05-15

ALL ALLSTATE CORP7.1K shares17.93%2026-03-312026-05-15

BUYW NORTHERN LTS FD TR IV103.5K shares2.24%2026-03-312026-05-15

MCO MOODYS CORP3.3K shares0.63%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO17.1K shares6.07%2026-03-312026-05-15

CSM PROSHARES TR19.4K shares29.05%2026-03-312026-05-15

PSQ PROSHARES TR45.0K sharesnew addition2026-03-312026-05-15

SHY ISHARES TR17.4K shares100.31%2026-03-312026-05-15

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EMLC VANECK ETF TRUST57.2K shares6.91%2026-03-312026-05-15

PMAR INNOVATOR ETFS TRUST32.2K shares2.67%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC10.9K shares-2.86%2026-03-312026-05-15

PFFD GLOBAL X FDS77.6K shares3.48%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL2.4K shares-23.34%2026-03-312026-05-15

HYG ISHARES TR17.8K shares1.52%2026-03-312026-05-15

RCL ROYAL CARIBBEAN GROUP5.1K shares-7.52%2026-03-312026-05-15

DG DOLLAR GEN CORP NEW11.9K shares-47.94%2026-03-312026-05-15

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XJUL FIRST TR EXCHNG TRADED FD VI36.2K shares75.81%2026-03-312026-05-15

SNOW SNOWFLAKE INC9.3K shares18.55%2026-03-312026-05-15

HRL HORMEL FOODS CORP62.0K shares10.20%2026-03-312026-05-15

DFIP DIMENSIONAL ETF TRUST33.3K shares4.83%2026-03-312026-05-15

IBKR INTERACTIVE BROKERS GROUP IN20.6K shares-1.89%2026-03-312026-05-15

HEQT SIMPLIFY EXCHANGE TRADED FUN43.8K shares24.23%2026-03-312026-05-15

LCTU BLACKROCK ETF TRUST19.7K shares-5.34%2026-03-312026-05-15

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN54.2K shares31.03%2026-03-312026-05-15

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AGGH SIMPLIFY EXCHANGE TRADED FUN66.6K shares-10.22%2026-03-312026-05-15

TIP ISHARES TR12.3K shares-5.52%2026-03-312026-05-15

ITA ISHARES TR6.2K shares29.30%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC6.8K shares-62.07%2026-03-312026-05-15

UTG REAVES UTIL INCOME FD34.3K shares0.68%2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST39.7K shares-10.10%2026-03-312026-05-15

DIS DISNEY WALT CO13.9K shares14.66%2026-03-312026-05-15

JPIN J P MORGAN EXCHANGE TRADED F18.8K shares9.19%2026-03-312026-05-15

Sponsored

IGV ISHARES TR16.7K shares176.29%2026-03-312026-05-15

SPTM SPDR SERIES TRUST16.9K shares-1.50%2026-03-312026-05-15

YLD PRINCIPAL EXCHANGE TRADED FD69.6K shares592.59%2026-03-312026-05-15

SOXX ISHARES TR4.0K shares38.63%2026-03-312026-05-15

CASY CASEYS GEN STORES INC1.8K shares1.06%2026-03-312026-05-15

SNA SNAP ON INC3.6K shares10.91%2026-03-312026-05-15

EUHY ISHARES INC24.9K sharesnew addition2026-03-312026-05-15

NJAN INNOVATOR ETFS TRUST24.4K shares7.09%2026-03-312026-05-15

Sponsored

REMX VANECK ETF TRUST14.8K sharesnew addition2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST30.2K shares-9.03%2026-03-312026-05-15

EXEL EXELIXIS INC30.0K shares-21.03%2026-03-312026-05-15

WM WASTE MGMT INC DEL5.6K shares6.65%2026-03-312026-05-15

CELESTICA INC CELESTICA INC4.5K shares-10.20%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC14.6K shares3.47%2026-03-312026-05-15

GJUN FIRST TR EXCHNG TRADED FD VI32.0K shares101.60%2026-03-312026-05-15

ARCC ARES CAPITAL CORP69.8K shares-38.12%2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION3.8K shares-25.92%2026-03-312026-05-15

IFRA ISHARES TR22.0K shares2.59%2026-03-312026-05-15

LUV SOUTHWEST AIRLS CO33.3K shares24.72%2026-03-312026-05-15

ADBE ADOBE INC5.1K shares-34.86%2026-03-312026-05-15

CHWY CHEWY INC46.0K shares18.33%2026-03-312026-05-15

TOST TOAST INC46.6K sharesnew addition2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW47.2K shares25.19%2026-03-312026-05-15

IXC ISHARES TR21.3K shares-24.00%2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.5K shares7.86%2026-03-312026-05-15

SFLR INNOVATOR ETFS TRUST34.3K shares0.00%2026-03-312026-05-15

RFLR INNOVATOR ETFS TRUST41.8K shares0.00%2026-03-312026-05-15

SIVR ABRDN SILVER ETF TRUST16.9K shares-43.08%2026-03-312026-05-15

AAPL

APPLE INC

14.86%

Shares405.3K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

0.01%

Shares1.6M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

0.89%

Shares502.6K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.48%

Shares491.5K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

-0.37%

Shares190.4K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ETF TR

8.25%

Shares835.7K

Event2026-03-31

Filed2026-05-15

VEGA

ADVISORSHARES TR

6.74%

Shares1.5M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

2.81%

Shares343.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-11.53%

Shares119.9K

Event2026-03-31

Filed2026-05-15

SPY

SPDR S&P 500 ETF TR

18.41%

Shares101.2K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-3.54%

Shares298.0K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-9.32%

Shares1.0M

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

8.23%

Shares508.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

8.73%

Shares150.0K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

6.90%

Shares1.1M

Event2026-03-31

Filed2026-05-15

CORO

BLACKROCK ETF TRUST

New

Shares1.7M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

1.50%

Shares82.8K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

5.30%

Shares1.0M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

5.60%

Shares68.6K

Event2026-03-31

Filed2026-05-15

SECT

NORTHERN LTS FD TR IV

5.42%

Shares727.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

3.83%

Shares141.6K

Event2026-03-31

Filed2026-05-15

ESUM

STRATEGY SHS

3727.22%

Shares1.4M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

3.68%

Shares114.8K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

-0.83%

Shares421.1K

Event2026-03-31

Filed2026-05-15

MTBA

SIMPLIFY EXCHANGE TRADED FUN

6.61%

Shares649.3K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

587.93%

Shares1.4M

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

3.42%

Shares163.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

0.32%

Shares561.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.81%

Shares115.9K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

3.97%

Shares874.8K

Event2026-03-31

Filed2026-05-15

UDIV

FRANKLIN TEMPLETON ETF TR

8.67%

Shares554.8K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

-42.75%

Shares351.8K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

7.62%

Shares809.9K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

138.32%

Shares335.3K

Event2026-03-31

Filed2026-05-15