Sponsored

The Analysis of Crumly & Associates Inc.'s Holdings & P&L

Currently, Crumly & Associates Inc. holds 200 types of securities in its portfolio with a total value $475.9M. In the most recent quarter, they have increased their positions in JAAA (+180.5K shares, valued at $9.1M), PSH (+157.8K shares, valued at $7.8M), HEFA (+161.9K shares, valued at $6.9M); decreased their positions in CGMS (-220.6K shares, valued at $6.0M), FBND (-131.4K shares, valued at $6.0M), MGV (-28.8K shares, valued at $4.2M); initiated new positions in CRWV (+34.3K shares, valued at $2.7M), EVIM (+17.0K shares, valued at $892.1K), GEV (+328 shares, valued at $286.3K).

1M P&L

+8.4M+1.75%

3M P&L

+10.7M+2.23%

HY P&L

+39.8M+8.82%

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/A382.1M

85.0%

2Software - Infrastructure8.3M

1.8%

3Semiconductors5.8M

1.3%

Top Industries by Stock Count

1N/A93 stocks

50.5%

2Software - Infrastructure7 stocks

3.8%

3Semiconductors6 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

HEFA ISHARES TR616.7K shares35.61%2026-03-312026-04-02

JGRO J P MORGAN EXCHANGE TRADED F253.8K shares-11.71%2026-03-312026-04-02

RDVY FIRST TR EXCHANGE TRADED FD305.9K shares-9.70%2026-03-312026-04-02

DSTL ETF SER SOLUTIONS359.2K shares-2.00%2026-03-312026-04-02

DSTX ETF SER SOLUTIONS609.6K shares38.87%2026-03-312026-04-02

SDVY FIRST TR EXCHANGE-TRADED FD433.5K shares-9.06%2026-03-312026-04-02

NFTY FIRST TR EXCH TRD ALPHDX FD282.0K shares48.09%2026-03-312026-04-02

JAAA JANUS DETROIT STR TR270.8K shares200.03%2026-03-312026-04-02

Sponsored

PSH PGIM ETF TR265.6K shares146.24%2026-03-312026-04-02

SMCO TIDAL TRUST II449.8K shares-11.13%2026-03-312026-04-02

SMIN ISHARES TR187.8K shares77.42%2026-03-312026-04-02

AIRR FIRST TR EXCHANGE TRADED FD97.2K shares-9.76%2026-03-312026-04-02

MGV VANGUARD WORLD FD71.4K shares-28.76%2026-03-312026-04-02

IWY ISHARES TR41.0K shares-0.30%2026-03-312026-04-02

TDIV FIRST TR EXCHANGE TRADED FD104.4K shares-25.13%2026-03-312026-04-02

BITB BITWISE BITCOIN ETF TR256.2K shares31.49%2026-03-312026-04-02

Sponsored

FCOM FIDELITY COVINGTON TRUST135.5K shares-14.66%2026-03-312026-04-02

DGRO ISHARES TR115.4K shares-2.19%2026-03-312026-04-02

GRID FIRST TR EXCHANGE TRADED FD47.0K shares-4.40%2026-03-312026-04-02

FVD FIRST TR EXCHANGE-TRADED FD158.9K shares-1.00%2026-03-312026-04-02

VANGUARD INDEX FDS VANGUARD INDEX FDS12.1K shares-0.44%2026-03-312026-04-02

FTEC FIDELITY COVINGTON TRUST34.3K shares-0.35%2026-03-312026-04-02

XLE SELECT SECTOR SPDR TR115.5K shares0.04%2026-03-312026-04-02

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.4K shares-18.96%2026-03-312026-04-02

Sponsored

DEUS DBX ETF TR95.1K shares-0.92%2026-03-312026-04-02

AAPL APPLE INC22.1K shares16.50%2026-03-312026-04-02

VONG VANGUARD SCOTTSDALE FDS48.5K shares-7.30%2026-03-312026-04-02

SMMU PIMCO ETF TR105.1K shares15.66%2026-03-312026-04-02

IQLT ISHARES TR109.8K shares-9.22%2026-03-312026-04-02

SPY SPDR S&P 500 ETF TR7.1K shares3.26%2026-03-312026-04-02

FXN FIRST TR EXCHANGE TRADED FD193.2K shares0.00%2026-03-312026-04-02

QQEW FIRST TR EXCHANGE-TRADED FD31.2K shares-5.20%2026-03-312026-04-02

Sponsored

IJH ISHARES TR49.7K shares-0.16%2026-03-312026-04-02

FMHI FIRST TR EXCH TRADED FD III68.9K shares-11.54%2026-03-312026-04-02

BROADCOM INC BROADCOM INC10.4K shares4.41%2026-03-312026-04-02

EMLP FIRST TR EXCHANGE-TRADED FD72.8K shares0.00%2026-03-312026-04-02

JMUB J P MORGAN EXCHANGE TRADED F63.3K shares31.78%2026-03-312026-04-02

MTBA SIMPLIFY EXCHANGE TRADED FUN60.1K shares178.92%2026-03-312026-04-02

FXR FIRST TR EXCHANGE TRADED FD33.9K shares0.00%2026-03-312026-04-02

DIA SPDR DOW JONES INDL AVERAGE5.8K shares0.00%2026-03-312026-04-02

Sponsored

CRWV COREWEAVE INC34.3K sharesnew addition2026-03-312026-04-02

JAVA J P MORGAN EXCHANGE TRADED F33.4K shares-9.86%2026-03-312026-04-02

JPST J P MORGAN EXCHANGE TRADED F47.0K shares-32.48%2026-03-312026-04-02

MSFT MICROSOFT CORP5.9K shares15.28%2026-03-312026-04-02

NVDA NVIDIA CORPORATION12.2K shares5.38%2026-03-312026-04-02

AMZN AMAZON COM INC10.1K shares4.97%2026-03-312026-04-02

GLD SPDR GOLD TR4.8K shares1.28%2026-03-312026-04-02

NFLX NETFLIX INC20.5K shares5.66%2026-03-312026-04-02

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD5.7K shares2.18%2026-03-312026-04-02

XLF SELECT SECTOR SPDR TR39.0K shares0.65%2026-03-312026-04-02

JPM JPMORGAN CHASE & CO.6.5K shares7.73%2026-03-312026-04-02

MUB ISHARES TR17.9K shares-12.68%2026-03-312026-04-02

ALPHABET INC ALPHABET INC6.5K shares5.60%2026-03-312026-04-02

WMT WALMART INC15.1K shares6.74%2026-03-312026-04-02

TSLA TESLA INC4.7K shares5.75%2026-03-312026-04-02

INVESCO QQQ TR INVESCO QQQ TR3.0K shares0.07%2026-03-312026-04-02

Sponsored

IWR ISHARES TR17.6K shares0.93%2026-03-312026-04-02

ONEY SPDR SERIES TRUST13.7K shares0.00%2026-03-312026-04-02

DEEF DBX ETF TR41.2K shares0.00%2026-03-312026-04-02

RVNU DBX ETF TR61.2K shares-5.06%2026-03-312026-04-02

FXO FIRST TR EXCHANGE TRADED FD26.6K shares-0.29%2026-03-312026-04-02

KLAC KLA CORP924 shares1.43%2026-03-312026-04-02

PLD PROLOGIS INC.10.1K shares8.46%2026-03-312026-04-02

EPD ENTERPRISE PRODS PARTNERS L34.2K shares7.36%2026-03-312026-04-02

Sponsored

XLV SELECT SECTOR SPDR TR8.7K shares1.57%2026-03-312026-04-02

NEM NEWMONT CORP11.2K shares4.49%2026-03-312026-04-02

GS GOLDMAN SACHS GROUP INC1.4K shares3.11%2026-03-312026-04-02

AXP AMERICAN EXPRESS CO3.7K shares7.89%2026-03-312026-04-02

CEG CONSTELLATION ENERGY CORP4.0K shares7.94%2026-03-312026-04-02

IWF ISHARES TR2.4K shares-13.03%2026-03-312026-04-02

CRWD CROWDSTRIKE HLDGS INC2.6K shares12.09%2026-03-312026-04-02

NI NISOURCE INC21.1K shares8.88%2026-03-312026-04-02

Sponsored

SCHW SCHWAB CHARLES CORP10.4K shares9.20%2026-03-312026-04-02

FDL FIRST TR EXCHANGE-TRADED FD18.5K shares3.84%2026-03-312026-04-02

FMB FIRST TR EXCH TRADED FD III18.4K shares0.00%2026-03-312026-04-02

EVIM MORGAN STANLEY ETF TRUST17.0K sharesnew addition2026-03-312026-04-02

BLACKROCK INC BLACKROCK INC915 shares11.04%2026-03-312026-04-02

MERCK & CO INC MERCK & CO INC7.2K shares4.03%2026-03-312026-04-02

V VISA INC2.8K shares20.61%2026-03-312026-04-02

PNC PNC FINL SVCS GROUP INC4.0K shares14.58%2026-03-312026-04-02

Sponsored

TOTALENERGIES SE TOTALENERGIES SE9.0K shares1.36%2026-03-312026-04-02

CVX CHEVRON CORP NEW3.9K shares8.75%2026-03-312026-04-02

SLV ISHARES SILVER TR11.5K shares1.15%2026-03-312026-04-02

TMUS T-MOBILE US INC3.7K shares8.01%2026-03-312026-04-02

PANW PALO ALTO NETWORKS INC4.9K shares108.10%2026-03-312026-04-02

MEDTRONIC PLC MEDTRONIC PLC8.9K shares17.41%2026-03-312026-04-02

EWBC EAST WEST BANCORP INC7.1K shares-2.17%2026-03-312026-04-02

META META PLATFORMS INC1.3K shares4.79%2026-03-312026-04-02

Sponsored

LLY ELI LILLY & CO785 shares1.03%2026-03-312026-04-02

NEE NEXTERA ENERGY INC7.7K shares0.37%2026-03-312026-04-02

XOM EXXON MOBIL CORP4.2K shares71.03%2026-03-312026-04-02

FHLC FIDELITY COVINGTON TRUST10.0K shares0.00%2026-03-312026-04-02

SLB SLB LIMITED13.5K shares0.00%2026-03-312026-04-02

AMGN AMGEN INC1.9K shares5.69%2026-03-312026-04-02

PLTR PALANTIR TECHNOLOGIES INC4.6K shares8.07%2026-03-312026-04-02

CRM SALESFORCE INC3.3K shares28.39%2026-03-312026-04-02

Sponsored

VZ VERIZON COMMUNICATIONS INC12.3K shares1.58%2026-03-312026-04-02

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares0.88%2026-03-312026-04-02

PAAA PGIM ETF TR11.6K shares10.22%2026-03-312026-04-02

HSBC HSBC HLDGS PLC7.1K shares-2.93%2026-03-312026-04-02

EATON CORP PLC EATON CORP PLC1.6K shares16.95%2026-03-312026-04-02

HON HONEYWELL INTL INC2.6K shares9.18%2026-03-312026-04-02

ABBV ABBVIE INC2.7K shares17.94%2026-03-312026-04-02

T AT&T INC19.9K shares0.73%2026-03-312026-04-02

Sponsored

GTLS CHART INDS INC2.8K shares17.59%2026-03-312026-04-02

CMI CUMMINS INC1.1K shares-6.94%2026-03-312026-04-02

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares14.88%2026-03-312026-04-02

PAXS PIMCO ACCESS INCOME FUND39.8K shares0.00%2026-03-312026-04-02

TDY TELEDYNE TECHNOLOGIES INC943 shares6.31%2026-03-312026-04-02

DSMC ETF SER SOLUTIONS15.1K shares-7.33%2026-03-312026-04-02

FTSM FIRST TR EXCHANGE-TRADED FD9.3K shares0.00%2026-03-312026-04-02

FTNT FORTINET INC6.8K shares19.19%2026-03-312026-04-02

Sponsored

EMR EMERSON ELEC CO4.2K shares20.51%2026-03-312026-04-02

QCOM QUALCOMM INC4.2K shares41.08%2026-03-312026-04-02

TGT TARGET CORP4.4K shares18.32%2026-03-312026-04-02

APLD APPLIED DIGITAL CORP21.3K shares0.00%2026-03-312026-04-02

PSTG PURE STORAGE INC8.3K shares23.45%2026-03-312026-04-02

VGIT VANGUARD SCOTTSDALE FDS8.2K shares0.00%2026-03-312026-04-02

SPTM SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-04-02

EOG EOG RES INC3.3K shares24.04%2026-03-312026-04-02

Sponsored

GPI GROUP 1 AUTOMOTIVE INC1.4K shares-2.49%2026-03-312026-04-02

ARISTA NETWORKS INC ARISTA NETWORKS INC3.9K shares10.14%2026-03-312026-04-02

AN AUTONATION INC2.4K shares15.43%2026-03-312026-04-02

NXPI NXP SEMICONDUCTORS N V2.4K shares28.94%2026-03-312026-04-02

ADBE ADOBE INC1.9K shares33.73%2026-03-312026-04-02

ORCL ORACLE CORP3.1K shares84.09%2026-03-312026-04-02

AMD ADVANCED MICRO DEVICES INC2.2K shares20.19%2026-03-312026-04-02

PEP PEPSICO INC2.9K shares30.62%2026-03-312026-04-02

Sponsored

TBLL INVESCO EXCH TRADED FD TR II4.2K shares0.00%2026-03-312026-04-02

ISHARES GOLD TR ISHARES GOLD TR4.8K shares-14.95%2026-03-312026-04-02

BAC BANK AMERICA CORP8.6K shares0.00%2026-03-312026-04-02

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.1K shares30.49%2026-03-312026-04-02

MCD MCDONALDS CORP1.3K shares11.95%2026-03-312026-04-02

FDIS FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-02

CSCO CISCO SYS INC4.8K shares3.16%2026-03-312026-04-02

VGT VANGUARD WORLD FD535 shares0.00%2026-03-312026-04-02

Sponsored

VXUS VANGUARD STAR FDS4.8K shares0.00%2026-03-312026-04-02

CFG CITIZENS FINL GROUP INC6.0K shares0.00%2026-03-312026-04-02

FIDU FIDELITY COVINGTON TRUST4.2K shares0.00%2026-03-312026-04-02

FCX FREEPORT-MCMORAN INC6.1K shares3.17%2026-03-312026-04-02

EEM ISHARES TR6.2K shares-17.43%2026-03-312026-04-02

OMC OMNICOM GROUP INC4.6K shares40.48%2026-03-312026-04-02

TJX TJX COS INC NEW2.1K shares-4.03%2026-03-312026-04-02

BSX BOSTON SCIENTIFIC CORP5.3K shares-2.14%2026-03-312026-04-02

Sponsored

ET ENERGY TRANSFER L P16.9K shares0.00%2026-03-312026-04-02

PDO PIMCO DYNAMIC INCOME OPRNTS25.0K shares66.67%2026-03-312026-04-02

MET METLIFE INC4.5K shares1.33%2026-03-312026-04-02

TRV TRAVELERS COMPANIES INC1.1K shares0.37%2026-03-312026-04-02

BXMT BLACKSTONE MTG TR INC16.3K shares6.54%2026-03-312026-04-02

ATR APTARGROUP INC2.5K shares29.01%2026-03-312026-04-02

MP MP MATERIALS CORP6.4K shares34.02%2026-03-312026-04-02

DVYE ISHARES INC9.0K shares22.11%2026-03-312026-04-02

Sponsored

ALLE ALLEGION PLC2.1K shares34.68%2026-03-312026-04-02

AMT AMERICAN TOWER CORP NEW1.8K shares49.96%2026-03-312026-04-02

SUN SUNOCO LP/SUNOCO FIN CORP4.7K shares0.00%2026-03-312026-04-02

LAD LITHIA MTRS INC1.2K shares54.23%2026-03-312026-04-02

FBND FIDELITY MERRIMACK STR TR6.5K shares-95.25%2026-03-312026-04-02

IWD ISHARES TR1.4K shares0.00%2026-03-312026-04-02

CGMS CAPITAL GRP FIXED INCM ETF T10.8K shares-95.34%2026-03-312026-04-02

VBND ETF SER SOLUTIONS6.6K shares0.00%2026-03-312026-04-02

Sponsored

GEV GE VERNOVA INC328 sharesnew addition2026-03-312026-04-02

EXE EXPAND ENERGY CORPORATION2.6K shares0.00%2026-03-312026-04-02

AEE AMEREN CORP2.6K shares0.00%2026-03-312026-04-02

FTRI FIRST TR EXCHANGE TRADED FD15.9K shares31.13%2026-03-312026-04-02

MU MICRON TECHNOLOGY INC835 shares-36.45%2026-03-312026-04-02

GNTX GENTEX CORP12.8K shares44.83%2026-03-312026-04-02

ITOT ISHARES TR2.0K shares0.00%2026-03-312026-04-02

KMI KINDER MORGAN INC DEL8.3K shares-10.12%2026-03-312026-04-02

Sponsored

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF6.2K shares61.50%2026-03-312026-04-02

IVV ISHARES TR419 shares0.24%2026-03-312026-04-02

FTC FIRST TR EXCHANGE-TRADED ALP1.8K shares-32.60%2026-03-312026-04-02

VBR VANGUARD INDEX FDS1.2K shares25.71%2026-03-312026-04-02

VTI VANGUARD INDEX FDS837 shares7.86%2026-03-312026-04-02

VB VANGUARD INDEX FDS1.0K shares5.67%2026-03-312026-04-02

IBIT ISHARES BITCOIN TRUST ETF6.9K sharesnew addition2026-03-312026-04-02

KO COCA COLA CO3.4K shares4.64%2026-03-312026-04-02

Sponsored

DVY ISHARES TR1.6K shares0.49%2026-03-312026-04-02

IGIB ISHARES TR4.6K shares0.00%2026-03-312026-04-02

RTX RTX CORPORATION1.2K shares1.22%2026-03-312026-04-02

MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-04-02

VOOG VANGUARD ADMIRAL FDS INC578 shares0.00%2026-03-312026-04-02

IWL ISHARES TR1.5K shares0.00%2026-03-312026-04-02

ALPHABET INC ALPHABET INC818 shares0.00%2026-03-312026-04-02

EWG ISHARES INC5.9K shares0.00%2026-03-312026-04-02

Sponsored

ITB ISHARES TR2.5K shares0.00%2026-03-312026-04-02

WRB BERKLEY W R CORP3.4K shares0.15%2026-03-312026-04-02

PSK SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-02

LNT ALLIANT ENERGY CORP3.2K shares0.00%2026-03-312026-04-02

PBI PITNEY BOWES INC20.2K shares6.14%2026-03-312026-04-02

IWM ISHARES TR880 shares0.23%2026-03-312026-04-02

SJNK SPDR SERIES TRUST8.5K shares0.00%2026-03-312026-04-02

IVE ISHARES TR1.0K shares0.00%2026-03-312026-04-02

Sponsored

SCHF SCHWAB STRATEGIC TR8.5K sharesnew addition2026-03-312026-04-02

VRP INVESCO EXCH TRADED FD TR II8.6K shares0.00%2026-03-312026-04-02

AB ALLIANCEBERNSTEIN HLDG L P5.5K shares0.00%2026-03-312026-04-02

PRPL PURPLE INNOVATION INC292.1K shares5.97%2026-03-312026-04-02

STWD STARWOOD PPTY TR INC11.0K shares0.00%2026-03-312026-04-02

BITO PROSHARES TR19.5K shares0.00%2026-03-312026-04-02

RITM RITHM CAPITAL CORP14.2K shares0.00%2026-03-312026-04-02

LYG LLOYDS BANKING GROUP PLC25.4K shares7.58%2026-03-312026-04-02

Sponsored

HEFA

ISHARES TR

35.61%

Shares616.7K

Event2026-03-31

Filed2026-04-02

JGRO

J P MORGAN EXCHANGE TRADED F

-11.71%

Shares253.8K

Event2026-03-31

Filed2026-04-02

RDVY

FIRST TR EXCHANGE TRADED FD

-9.70%

Shares305.9K

Event2026-03-31

Filed2026-04-02

DSTL

ETF SER SOLUTIONS

-2.00%

Shares359.2K

Event2026-03-31

Filed2026-04-02

DSTX

ETF SER SOLUTIONS

38.87%

Shares609.6K

Event2026-03-31

Filed2026-04-02

SDVY

FIRST TR EXCHANGE-TRADED FD

-9.06%

Shares433.5K

Event2026-03-31

Filed2026-04-02

NFTY

FIRST TR EXCH TRD ALPHDX FD

48.09%

Shares282.0K

Event2026-03-31

Filed2026-04-02

JAAA

JANUS DETROIT STR TR

200.03%

Shares270.8K

Event2026-03-31

Filed2026-04-02

PSH

PGIM ETF TR

146.24%

Shares265.6K

Event2026-03-31

Filed2026-04-02

SMCO

TIDAL TRUST II

-11.13%

Shares449.8K

Event2026-03-31

Filed2026-04-02

SMIN

ISHARES TR

77.42%

Shares187.8K

Event2026-03-31

Filed2026-04-02

AIRR

FIRST TR EXCHANGE TRADED FD

-9.76%

Shares97.2K

Event2026-03-31

Filed2026-04-02

MGV

VANGUARD WORLD FD

-28.76%

Shares71.4K

Event2026-03-31

Filed2026-04-02

IWY

ISHARES TR

-0.30%

Shares41.0K

Event2026-03-31

Filed2026-04-02

TDIV

FIRST TR EXCHANGE TRADED FD

-25.13%

Shares104.4K

Event2026-03-31

Filed2026-04-02

BITB

BITWISE BITCOIN ETF TR

31.49%

Shares256.2K

Event2026-03-31

Filed2026-04-02

FCOM

FIDELITY COVINGTON TRUST

-14.66%

Shares135.5K

Event2026-03-31

Filed2026-04-02

DGRO

ISHARES TR

-2.19%

Shares115.4K

Event2026-03-31

Filed2026-04-02

GRID

FIRST TR EXCHANGE TRADED FD

-4.40%

Shares47.0K

Event2026-03-31

Filed2026-04-02

FVD

FIRST TR EXCHANGE-TRADED FD

-1.00%

Shares158.9K

Event2026-03-31

Filed2026-04-02

VANGUARD INDEX FDS

-0.44%

Shares12.1K

Event2026-03-31

Filed2026-04-02

FTEC

FIDELITY COVINGTON TRUST

-0.35%

Shares34.3K

Event2026-03-31

Filed2026-04-02

XLE

SELECT SECTOR SPDR TR

0.04%

Shares115.5K

Event2026-03-31

Filed2026-04-02

INVESCO EXCHANGE TRADED FD T

-18.96%

Shares30.4K

Event2026-03-31

Filed2026-04-02

DEUS

DBX ETF TR

-0.92%

Shares95.1K

Event2026-03-31

Filed2026-04-02

AAPL

APPLE INC

16.50%

Shares22.1K

Event2026-03-31

Filed2026-04-02

VONG

VANGUARD SCOTTSDALE FDS

-7.30%

Shares48.5K

Event2026-03-31

Filed2026-04-02

SMMU

PIMCO ETF TR

15.66%

Shares105.1K

Event2026-03-31

Filed2026-04-02

IQLT

ISHARES TR

-9.22%

Shares109.8K

Event2026-03-31

Filed2026-04-02

SPY

SPDR S&P 500 ETF TR

3.26%

Shares7.1K

Event2026-03-31

Filed2026-04-02

FXN

FIRST TR EXCHANGE TRADED FD

0.00%

Shares193.2K

Event2026-03-31

Filed2026-04-02

QQEW

FIRST TR EXCHANGE-TRADED FD

-5.20%

Shares31.2K

Event2026-03-31

Filed2026-04-02

IJH

ISHARES TR

-0.16%

Shares49.7K

Event2026-03-31

Filed2026-04-02

FMHI

FIRST TR EXCH TRADED FD III

-11.54%

Shares68.9K

Event2026-03-31

Filed2026-04-02

BROADCOM INC

4.41%

Shares10.4K

Event2026-03-31

Filed2026-04-02

EMLP

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares72.8K

Event2026-03-31

Filed2026-04-02

JMUB

J P MORGAN EXCHANGE TRADED F

31.78%

Shares63.3K

Event2026-03-31

Filed2026-04-02

MTBA

SIMPLIFY EXCHANGE TRADED FUN

178.92%

Shares60.1K

Event2026-03-31

Filed2026-04-02

FXR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares33.9K

Event2026-03-31

Filed2026-04-02

DIA

SPDR DOW JONES INDL AVERAGE

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-02

CRWV

COREWEAVE INC

New

Shares34.3K

Event2026-03-31

Filed2026-04-02

JAVA

J P MORGAN EXCHANGE TRADED F

-9.86%

Shares33.4K

Event2026-03-31

Filed2026-04-02

JPST

J P MORGAN EXCHANGE TRADED F

-32.48%

Shares47.0K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT CORP

15.28%

Shares5.9K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA CORPORATION

5.38%

Shares12.2K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON COM INC

4.97%

Shares10.1K

Event2026-03-31

Filed2026-04-02

GLD

SPDR GOLD TR

1.28%

Shares4.8K

Event2026-03-31

Filed2026-04-02

NFLX

NETFLIX INC

5.66%

Shares20.5K

Event2026-03-31

Filed2026-04-02

TSM

TAIWAN SEMICONDUCTOR MFG LTD

2.18%

Shares5.7K

Event2026-03-31

Filed2026-04-02

XLF

SELECT SECTOR SPDR TR

0.65%

Shares39.0K

Event2026-03-31

Filed2026-04-02

JPM

JPMORGAN CHASE & CO.

7.73%

Shares6.5K

Event2026-03-31

Filed2026-04-02

MUB

ISHARES TR

-12.68%

Shares17.9K

Event2026-03-31

Filed2026-04-02

ALPHABET INC

5.60%

Shares6.5K

Event2026-03-31

Filed2026-04-02

WMT

WALMART INC

6.74%

Shares15.1K

Event2026-03-31

Filed2026-04-02

TSLA

TESLA INC

5.75%

Shares4.7K

Event2026-03-31

Filed2026-04-02

INVESCO QQQ TR

0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-02

IWR

ISHARES TR

0.93%

Shares17.6K

Event2026-03-31

Filed2026-04-02

ONEY

SPDR SERIES TRUST

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-02

DEEF

DBX ETF TR

0.00%

Shares41.2K

Event2026-03-31

Filed2026-04-02

RVNU

DBX ETF TR

-5.06%

Shares61.2K

Event2026-03-31

Filed2026-04-02

FXO

FIRST TR EXCHANGE TRADED FD

-0.29%

Shares26.6K

Event2026-03-31

Filed2026-04-02

KLAC

KLA CORP

1.43%

Shares924

Event2026-03-31

Filed2026-04-02

PLD

PROLOGIS INC.

8.46%

Shares10.1K

Event2026-03-31

Filed2026-04-02

EPD

ENTERPRISE PRODS PARTNERS L

7.36%

Shares34.2K

Event2026-03-31

Filed2026-04-02

XLV

SELECT SECTOR SPDR TR

1.57%

Shares8.7K

Event2026-03-31

Filed2026-04-02

NEM

NEWMONT CORP

4.49%

Shares11.2K

Event2026-03-31

Filed2026-04-02

GOLDMAN SACHS GROUP INC

3.11%

Shares1.4K

Event2026-03-31

Filed2026-04-02

AXP

AMERICAN EXPRESS CO

7.89%

Shares3.7K

Event2026-03-31

Filed2026-04-02

CEG

CONSTELLATION ENERGY CORP

7.94%

Shares4.0K

Event2026-03-31

Filed2026-04-02

IWF

ISHARES TR

-13.03%

Shares2.4K

Event2026-03-31

Filed2026-04-02

CRWD

CROWDSTRIKE HLDGS INC

12.09%

Shares2.6K

Event2026-03-31

Filed2026-04-02

NISOURCE INC

8.88%

Shares21.1K

Event2026-03-31

Filed2026-04-02

SCHW

SCHWAB CHARLES CORP

9.20%

Shares10.4K

Event2026-03-31

Filed2026-04-02

FDL

FIRST TR EXCHANGE-TRADED FD

3.84%

Shares18.5K

Event2026-03-31

Filed2026-04-02

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares18.4K

Event2026-03-31

Filed2026-04-02

EVIM

MORGAN STANLEY ETF TRUST

New

Shares17.0K

Event2026-03-31

Filed2026-04-02

BLACKROCK INC

11.04%

Shares915

Event2026-03-31

Filed2026-04-02

MERCK & CO INC

4.03%

Shares7.2K

Event2026-03-31

Filed2026-04-02

VISA INC

20.61%

Shares2.8K

Event2026-03-31

Filed2026-04-02

PNC

PNC FINL SVCS GROUP INC

14.58%

Shares4.0K

Event2026-03-31

Filed2026-04-02

TOTALENERGIES SE

1.36%

Shares9.0K

Event2026-03-31

Filed2026-04-02

CVX

CHEVRON CORP NEW

8.75%

Shares3.9K

Event2026-03-31

Filed2026-04-02

SLV

ISHARES SILVER TR

1.15%

Shares11.5K

Event2026-03-31

Filed2026-04-02

TMUS

T-MOBILE US INC

8.01%

Shares3.7K

Event2026-03-31

Filed2026-04-02

PANW

PALO ALTO NETWORKS INC

108.10%

Shares4.9K

Event2026-03-31

Filed2026-04-02

MEDTRONIC PLC

17.41%

Shares8.9K

Event2026-03-31

Filed2026-04-02

EWBC

EAST WEST BANCORP INC

-2.17%

Shares7.1K

Event2026-03-31

Filed2026-04-02