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The Analysis of Crusonia Wealth Advisors LLC's Holdings & P&L

Currently, Crusonia Wealth Advisors LLC holds 192 types of securities in its portfolio with a total value $484.3M. In the most recent quarter, they have increased their positions in VCRB (+63.7K shares, valued at $4.9M), DFAI (+83.2K shares, valued at $3.2M), DFUS (+40.8K shares, valued at $2.9M); decreased their positions in UITB (-25.2K shares, valued at $1.2M), SHV (-6.6K shares, valued at $733.9K), PULS (-12.1K shares, valued at $598.8K); initiated new positions in IEF (+7.7K shares, valued at $734.0K), RLY (+19.4K shares, valued at $700.2K), MGNR (+10.8K shares, valued at $559.5K).

1M P&L

+1.9M+0.39%

3M P&L

+7.9M+1.65%

HY P&L

-18.7M-3.69%

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/A397.9M

88.0%

2Consumer Electronics13.3M

2.9%

3Software - Infrastructure4.4M

1.0%

Top Industries by Stock Count

1N/A121 stocks

71.6%

2Drug Manufacturers - General3 stocks

1.8%

3Semiconductors3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DFUS DIMENSIONAL ETF TRUST634.5K shares6.88%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST887.5K shares10.34%2026-03-312026-05-12

JCPB J P MORGAN EXCHANGE TRADED F651.8K shares5.33%2026-03-312026-05-12

VCRB VANGUARD MALVERN FDS246.2K shares34.93%2026-03-312026-05-12

FEX FIRST TR EXCHANGE-TRADED ALP132.3K shares0.13%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T201.1K shares3.99%2026-03-312026-05-12

UITB VICTORY PORTFOLIOS II320.2K shares-7.30%2026-03-312026-05-12

VTV VANGUARD INDEX FDS74.5K shares6.02%2026-03-312026-05-12

Sponsored

QLTY GMO ETF TRUST391.8K shares4.94%2026-03-312026-05-12

AAPL APPLE INC52.5K shares2.43%2026-03-312026-05-12

FTSM FIRST TR EXCHANGE-TRADED FD202.4K shares-1.96%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST335.4K shares9.40%2026-03-312026-05-12

VB VANGUARD INDEX FDS38.6K shares4.06%2026-03-312026-05-12

FYX FIRST TR EXCHANGE-TRADED ALP73.9K shares0.62%2026-03-312026-05-12

EMLP FIRST TR EXCHANGE-TRADED FD198.0K shares-0.30%2026-03-312026-05-12

VONE VANGUARD SCOTTSDALE FDS28.0K shares-2.29%2026-03-312026-05-12

Sponsored

VUG VANGUARD INDEX FDS16.9K shares45.07%2026-03-312026-05-12

HELO J P MORGAN EXCHANGE TRADED F111.4K shares11.08%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS115.3K shares33.43%2026-03-312026-05-12

FDT FIRST TR EXCH TRD ALPHDX FD59.9K shares-5.50%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS81.1K shares0.98%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T101.1K shares-0.60%2026-03-312026-05-12

IEFA ISHARES TR52.3K shares0.46%2026-03-312026-05-12

MSFT MICROSOFT CORP12.0K shares7.59%2026-03-312026-05-12

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD59.6K shares-3.88%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS6.7K shares7.75%2026-03-312026-05-12

NVDA NVIDIA CORPORATION21.6K shares80.01%2026-03-312026-05-12

FDEC FIRST TR EXCHNG TRADED FD VI73.7K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T77.1K shares-0.10%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR135.6K shares1.23%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.0K shares2.25%2026-03-312026-05-12

EVIM MORGAN STANLEY ETF TRUST60.3K shares36.16%2026-03-312026-05-12

Sponsored

PEP PEPSICO INC19.6K shares2.35%2026-03-312026-05-12

VTI VANGUARD INDEX FDS9.1K shares-0.39%2026-03-312026-05-12

V VISA INC9.5K shares-2.24%2026-03-312026-05-12

FTGC FIRST TR EXCHANGE TRAD FD VI96.7K shares0.15%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR4.8K shares-1.26%2026-03-312026-05-12

FTCS FIRST TR EXCHANGE-TRADED FD29.1K shares0.11%2026-03-312026-05-12

FIRST TR EXCH TRD ALPHDX FD FIRST TR EXCH TRD ALPHDX FD39.4K shares-8.72%2026-03-312026-05-12

FEMS FIRST TR EXCH TRD ALPHDX FD54.3K shares-7.91%2026-03-312026-05-12

Sponsored

BND VANGUARD BD INDEX FDS33.5K shares-4.14%2026-03-312026-05-12

SCHK SCHWAB STRATEGIC TR78.5K shares0.00%2026-03-312026-05-12

MUB ISHARES TR22.4K shares43.10%2026-03-312026-05-12

IVW ISHARES TR19.5K shares0.01%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR43.4K shares69.79%2026-03-312026-05-12

XOM EXXON MOBIL CORP12.5K shares-5.37%2026-03-312026-05-12

ALPHABET INC ALPHABET INC7.3K shares8.64%2026-03-312026-05-12

IVV ISHARES TR3.0K shares0.37%2026-03-312026-05-12

Sponsored

IVE ISHARES TR9.1K shares0.02%2026-03-312026-05-12

SUB ISHARES TR17.6K shares16.81%2026-03-312026-05-12

PULS PGIM ETF TR36.3K shares-25.01%2026-03-312026-05-12

AMZN AMAZON COM INC8.5K shares13.82%2026-03-312026-05-12

ALPHABET INC ALPHABET INC6.1K shares2.47%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION1.7K shares6.76%2026-03-312026-05-12

PDN INVESCO EXCH TRADED FD TR II37.1K shares0.19%2026-03-312026-05-12

ITOT ISHARES TR11.1K shares4.31%2026-03-312026-05-12

Sponsored

IMTM ISHARES TR32.3K shares77.26%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II21.8K shares0.23%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F27.8K shares-1.07%2026-03-312026-05-12

IJT ISHARES TR10.3K shares-0.05%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO5.1K shares3.64%2026-03-312026-05-12

GDX VANECK ETF TRUST15.9K shares2.66%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T2.2K shares0.05%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR16.9K shares0.20%2026-03-312026-05-12

Sponsored

COMT ISHARES U S ETF TR40.3K shares-1.97%2026-03-312026-05-12

IWD ISHARES TR6.1K shares-0.89%2026-03-312026-05-12

IJR ISHARES TR10.3K shares-3.10%2026-03-312026-05-12

KYN KAYNE ANDERSON ENERGY INFRST85.7K shares361.06%2026-03-312026-05-12

NFLX NETFLIX INC.12.6K shares43.04%2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD25.4K shares0.23%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP1.9K shares132.21%2026-03-312026-05-12

TSLA TESLA INC3.1K shares-15.85%2026-03-312026-05-12

Sponsored

DELL DELL TECHNOLOGIES INC7.0K shares0.84%2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD21.3K shares-0.25%2026-03-312026-05-12

FSIG FIRST TR EXCHANGE-TRADED FD55.7K shares0.43%2026-03-312026-05-12

MA MASTERCARD INCORPORATED2.0K shares1.61%2026-03-312026-05-12

EFA ISHARES TR10.2K shares0.00%2026-03-312026-05-12

QUAL ISHARES TR4.9K shares0.00%2026-03-312026-05-12

LLY ELI LILLY & CO1.0K shares8.47%2026-03-312026-05-12

BROADCOM INC BROADCOM INC2.9K shares0.27%2026-03-312026-05-12

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F18.0K shares-29.93%2026-03-312026-05-12

VPU VANGUARD WORLD FD4.5K shares4.49%2026-03-312026-05-12

FNDX SCHWAB STRATEGIC TR30.4K shares-0.72%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON3.5K shares5.10%2026-03-312026-05-12

CVX CHEVRON CORPORATION4.1K shares7.43%2026-03-312026-05-12

FEM FIRST TR EXCH TRD ALPHDX FD28.1K shares0.05%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR27.4K shares2.84%2026-03-312026-05-12

SUSL ISHARES TR7.3K shares14.25%2026-03-312026-05-12

Sponsored

SHV ISHARES TR7.5K shares-47.14%2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD7.4K shares2.35%2026-03-312026-05-12

PYLD PIMCO ETF TR30.1K shares-1.00%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II28.8K shares0.09%2026-03-312026-05-12

IJH ISHARES TR11.1K shares0.00%2026-03-312026-05-12

HDV ISHARES TR5.5K shares0.00%2026-03-312026-05-12

IEF ISHARES TR7.7K sharesnew addition2026-03-312026-05-12

RLY SSGA ACTIVE ETF TR19.4K sharesnew addition2026-03-312026-05-12

Sponsored

AVEM AMERICAN CENTY ETF TR8.4K shares-0.08%2026-03-312026-05-12

IJS ISHARES TR5.7K shares0.00%2026-03-312026-05-12

DFEB FIRST TR EXCHNG TRADED FD VI14.0K shares19.01%2026-03-312026-05-12

META META PLATFORMS INC1.1K shares21.86%2026-03-312026-05-12

EEM ISHARES TR11.5K shares0.00%2026-03-312026-05-12

SPTM SPDR SERIES TRUST8.2K shares0.31%2026-03-312026-05-12

IEMG ISHARES INC9.3K shares15.73%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.6K shares6.37%2026-03-312026-05-12

Sponsored

AFSM FIRST TR EXCHNG TRADED FD VI18.8K shares0.01%2026-03-312026-05-12

HD HOME DEPOT INC1.8K shares2.62%2026-03-312026-05-12

WFC WELLS FARGO & CO7.4K shares2.56%2026-03-312026-05-12

RACE FERRARI N V1.7K shares0.00%2026-03-312026-05-12

FIXD FIRST TR EXCHNG TRADED FD VI12.9K shares0.26%2026-03-312026-05-12

MGNR AMERICAN BEACON SELECT FUNDS10.8K sharesnew addition2026-03-312026-05-12

YMAR FIRST TR EXCHNG TRADED FD VI20.4K shares0.00%2026-03-312026-05-12

IJK ISHARES TR5.5K shares-2.13%2026-03-312026-05-12

Sponsored

AGX ARGAN INC1.0K shares0.30%2026-03-312026-05-12

SCHF SCHWAB STRATEGIC TR22.2K shares0.00%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS6.0K sharesnew addition2026-03-312026-05-12

HON HONEYWELL INTL INC2.3K shares8.02%2026-03-312026-05-12

PHYS SPROTT ASSET MANAGEMENT LP14.8K sharesnew addition2026-03-312026-05-12

FEBM FIRST TR EXCHNG TRADED FD VI17.1K shares0.00%2026-03-312026-05-12

STWD STARWOOD PPTY TR INC30.0K sharesnew addition2026-03-312026-05-12

SAUG FIRST TR EXCHNG TRADED FD VI20.0K shares0.00%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC713 shares4.55%2026-03-312026-05-12

IWF ISHARES TR1.2K shares2.90%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO1.6K shares3.82%2026-03-312026-05-12

IGOV ISHARES TR11.7K sharesnew addition2026-03-312026-05-12

IVOG VANGUARD ADMIRAL FDS INC3.7K shares0.00%2026-03-312026-05-12

GEV GE VERNOVA INC524 shares28.12%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.3K shares0.04%2026-03-312026-05-12

Sponsored

GE AEROSPACE GE AEROSPACE1.5K shares10.83%2026-03-312026-05-12

TGT TARGET CORP3.5K shares3.50%2026-03-312026-05-12

IJJ ISHARES TR3.1K shares-0.16%2026-03-312026-05-12

FNOV FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-03-312026-05-12

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST21.0K sharesnew addition2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC3.2K shares27.19%2026-03-312026-05-12

IWC ISHARES TR2.4K shares0.04%2026-03-312026-05-12

WPM WHEATON PRECIOUS METALS CORP2.9K shares0.00%2026-03-312026-05-12

Sponsored

TIP ISHARES TR3.4K sharesnew addition2026-03-312026-05-12

FFEB FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2026-03-312026-05-12

WMT WALMART INC3.0K shares36.31%2026-03-312026-05-12

FDL FIRST TR EXCHANGE-TRADED FD7.3K shares0.79%2026-03-312026-05-12

SDY SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-05-12

JULM FIRST TR EXCHNG TRADED FD VI10.8K shares0.00%2026-03-312026-05-12

MS MORGAN STANLEY2.2K shares4.07%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST6.2K shares28.44%2026-03-312026-05-12

Sponsored

IBDS ISHARES TR14.9K shares-5.03%2026-03-312026-05-12

PG PROCTER & GAMBLE CO2.4K shares14.99%2026-03-312026-05-12

VBR VANGUARD INDEX FDS1.6K shares-10.26%2026-03-312026-05-12

IBDT ISHARES TR13.7K shares4.67%2026-03-312026-05-12

MCK MCKESSON CORP394 shares-13.41%2026-03-312026-05-12

SOUTHSTATE BK CORP SOUTHSTATE BK CORP3.7K shares-22.79%2026-03-312026-05-12

PROSHARES TR PROSHARES TR4.1K sharesnew addition2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS2.2K shares2.37%2026-03-312026-05-12

Sponsored

KO COCA COLA CO4.2K shares1.49%2026-03-312026-05-12

SCHY SCHWAB STRATEGIC TR10.0K shares7.96%2026-03-312026-05-12

LINDE PLC LINDE PLC633 shares24.12%2026-03-312026-05-12

MINO PIMCO ETF TR6.9K shares8.11%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR2.3K shares0.09%2026-03-312026-05-12

AOR ISHARES TR4.6K shares-27.16%2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN1.5K shares3.61%2026-03-312026-05-12

GJUN FIRST TR EXCHNG TRADED FD VI7.3K shares0.00%2026-03-312026-05-12

Sponsored

ALPS ETF TR ALPS ETF TR5.4K shares1.27%2026-03-312026-05-12

IWR ISHARES TR2.9K shares0.07%2026-03-312026-05-12

ABT ABBOTT LABORATORIES2.7K shares-7.29%2026-03-312026-05-12

AFLG FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-03-312026-05-12

GLD SPDR GOLD TR644 shares5.40%2026-03-312026-05-12

ESGD ISHARES TR2.9K shares0.00%2026-03-312026-05-12

FMB FIRST TR EXCH TRADED FD III5.4K shares0.43%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.3K shares3.49%2026-03-312026-05-12

Sponsored

VRTX VERTEX PHARMACEUTICALS INC604 sharesnew addition2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR9.1K shares-0.99%2026-03-312026-05-12

ABBV ABBVIE INC1.2K shares-0.49%2026-03-312026-05-12

VBK VANGUARD INDEX FDS865 shares-5.57%2026-03-312026-05-12

CSCO CISCO SYS INC3.3K shares4.55%2026-03-312026-05-12

RTX RTX CORPORATION1.3K sharesnew addition2026-03-312026-05-12

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST11.7K sharesnew addition2026-03-312026-05-12

NEM NEWMONT CORP2.3K sharesnew addition2026-03-312026-05-12

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN10.1K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC729 sharesnew addition2026-03-312026-05-12

IBDU ISHARES TR10.5K shares5.82%2026-03-312026-05-12

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO4.3K shares-34.78%2026-03-312026-05-12

BAC BANK AMERICA CORP4.6K shares19.51%2026-03-312026-05-12

IBDR ISHARES TR9.0K shares0.68%2026-03-312026-05-12

VIS VANGUARD WORLD FD685 shares0.00%2026-03-312026-05-12

VIGI VANGUARD WHITEHALL FDS2.4K shares0.00%2026-03-312026-05-12

Sponsored

SCHG SCHWAB STRATEGIC TR7.2K shares14.29%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC1.8K sharesnew addition2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC1.0K shares-13.27%2026-03-312026-05-12

AMAT APPLIED MATLS INC608 sharesnew addition2026-03-312026-05-12

LDSF FIRST TR EXCHNG TRADED FD VI10.9K shares0.00%2026-03-312026-05-12

SFEB FIRST TR EXCHNG TRADED FD VI8.6K sharesnew addition2026-03-312026-05-12

WELL WELLTOWER INC1.0K sharesnew addition2026-03-312026-05-12

TYGO TIGO ENERGY INC11.5K sharesnew addition2026-03-312026-05-12

Sponsored

DFUS

DIMENSIONAL ETF TRUST

6.88%

Shares634.5K

Event2026-03-31

Filed2026-05-12

DFAI

DIMENSIONAL ETF TRUST

10.34%

Shares887.5K

Event2026-03-31

Filed2026-05-12

JCPB

J P MORGAN EXCHANGE TRADED F

5.33%

Shares651.8K

Event2026-03-31

Filed2026-05-12

VCRB

VANGUARD MALVERN FDS

34.93%

Shares246.2K

Event2026-03-31

Filed2026-05-12

FEX

FIRST TR EXCHANGE-TRADED ALP

0.13%

Shares132.3K

Event2026-03-31

Filed2026-05-12

SPHQ

INVESCO EXCHANGE TRADED FD T

3.99%

Shares201.1K

Event2026-03-31

Filed2026-05-12

UITB

VICTORY PORTFOLIOS II

-7.30%

Shares320.2K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

6.02%

Shares74.5K

Event2026-03-31

Filed2026-05-12

QLTY

GMO ETF TRUST

4.94%

Shares391.8K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

2.43%

Shares52.5K

Event2026-03-31

Filed2026-05-12

FTSM

FIRST TR EXCHANGE-TRADED FD

-1.96%

Shares202.4K

Event2026-03-31

Filed2026-05-12

DFAE

DIMENSIONAL ETF TRUST

9.40%

Shares335.4K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

4.06%

Shares38.6K

Event2026-03-31

Filed2026-05-12

FYX

FIRST TR EXCHANGE-TRADED ALP

0.62%

Shares73.9K

Event2026-03-31

Filed2026-05-12

EMLP

FIRST TR EXCHANGE-TRADED FD

-0.30%

Shares198.0K

Event2026-03-31

Filed2026-05-12

VONE

VANGUARD SCOTTSDALE FDS

-2.29%

Shares28.0K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

45.07%

Shares16.9K

Event2026-03-31

Filed2026-05-12

HELO

J P MORGAN EXCHANGE TRADED F

11.08%

Shares111.4K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

33.43%

Shares115.3K

Event2026-03-31

Filed2026-05-12

FDT

FIRST TR EXCH TRD ALPHDX FD

-5.50%

Shares59.9K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

0.98%

Shares81.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-0.60%

Shares101.1K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

0.46%

Shares52.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

7.59%

Shares12.0K

Event2026-03-31

Filed2026-05-12

RDVY

FIRST TR EXCHANGE TRADED FD

-3.88%

Shares59.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

7.75%

Shares6.7K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

80.01%

Shares21.6K

Event2026-03-31

Filed2026-05-12

FDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares73.7K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

-0.10%

Shares77.1K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

1.23%

Shares135.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

2.25%

Shares7.0K

Event2026-03-31

Filed2026-05-12

EVIM

MORGAN STANLEY ETF TRUST

36.16%

Shares60.3K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

2.35%

Shares19.6K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-0.39%

Shares9.1K

Event2026-03-31

Filed2026-05-12

VISA INC

-2.24%

Shares9.5K

Event2026-03-31

Filed2026-05-12

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.15%

Shares96.7K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-1.26%

Shares4.8K

Event2026-03-31

Filed2026-05-12

FTCS

FIRST TR EXCHANGE-TRADED FD

0.11%

Shares29.1K

Event2026-03-31

Filed2026-05-12

FIRST TR EXCH TRD ALPHDX FD

-8.72%

Shares39.4K

Event2026-03-31

Filed2026-05-12

FEMS

FIRST TR EXCH TRD ALPHDX FD

-7.91%

Shares54.3K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

-4.14%

Shares33.5K

Event2026-03-31

Filed2026-05-12

SCHK

SCHWAB STRATEGIC TR

0.00%

Shares78.5K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

43.10%

Shares22.4K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

0.01%

Shares19.5K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR

69.79%

Shares43.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-5.37%

Shares12.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

8.64%

Shares7.3K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.37%

Shares3.0K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

0.02%

Shares9.1K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES TR

16.81%

Shares17.6K

Event2026-03-31

Filed2026-05-12

PULS

PGIM ETF TR

-25.01%

Shares36.3K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

13.82%

Shares8.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

2.47%

Shares6.1K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

6.76%

Shares1.7K

Event2026-03-31

Filed2026-05-12

PDN

INVESCO EXCH TRADED FD TR II

0.19%

Shares37.1K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

4.31%

Shares11.1K

Event2026-03-31

Filed2026-05-12

IMTM

ISHARES TR

77.26%

Shares32.3K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

0.23%

Shares21.8K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

-1.07%

Shares27.8K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

-0.05%

Shares10.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

3.64%

Shares5.1K

Event2026-03-31

Filed2026-05-12

GDX

VANECK ETF TRUST

2.66%

Shares15.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

0.05%

Shares2.2K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

0.20%

Shares16.9K

Event2026-03-31

Filed2026-05-12

COMT

ISHARES U S ETF TR

-1.97%

Shares40.3K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

-0.89%

Shares6.1K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-3.10%

Shares10.3K

Event2026-03-31

Filed2026-05-12

KYN

KAYNE ANDERSON ENERGY INFRST

361.06%

Shares85.7K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

43.04%

Shares12.6K

Event2026-03-31

Filed2026-05-12

FVD

FIRST TR EXCHANGE-TRADED FD

0.23%

Shares25.4K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

132.21%

Shares1.9K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-15.85%

Shares3.1K

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

0.84%

Shares7.0K

Event2026-03-31

Filed2026-05-12

LMBS

FIRST TR EXCHANGE-TRADED FD

-0.25%

Shares21.3K

Event2026-03-31

Filed2026-05-12

FSIG

FIRST TR EXCHANGE-TRADED FD

0.43%

Shares55.7K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

1.61%

Shares2.0K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

8.47%

Shares1.0K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.27%

Shares2.9K

Event2026-03-31

Filed2026-05-12

JMUB

J P MORGAN EXCHANGE TRADED F

-29.93%

Shares18.0K

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

4.49%

Shares4.5K

Event2026-03-31

Filed2026-05-12

FNDX

SCHWAB STRATEGIC TR

-0.72%

Shares30.4K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

5.10%

Shares3.5K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

7.43%

Shares4.1K

Event2026-03-31

Filed2026-05-12

FEM

FIRST TR EXCH TRD ALPHDX FD

0.05%

Shares28.1K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

2.84%

Shares27.4K

Event2026-03-31

Filed2026-05-12

SUSL

ISHARES TR

14.25%

Shares7.3K

Event2026-03-31

Filed2026-05-12

SHV

ISHARES TR

-47.14%

Shares7.5K

Event2026-03-31

Filed2026-05-12

AIRR

FIRST TR EXCHANGE TRADED FD

2.35%

Shares7.4K

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO ETF TR

-1.00%

Shares30.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCH TRADED FD TR II

0.09%

Shares28.8K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

0.00%

Shares11.1K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

RLY

SSGA ACTIVE ETF TR

New

Shares19.4K

Event2026-03-31

Filed2026-05-12

AVEM

AMERICAN CENTY ETF TR

-0.08%

Shares8.4K

Event2026-03-31

Filed2026-05-12

IJS

ISHARES TR

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-12

DFEB

FIRST TR EXCHNG TRADED FD VI

19.01%

Shares14.0K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

21.86%

Shares1.1K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-12

SPTM

SPDR SERIES TRUST

0.31%

Shares8.2K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

15.73%

Shares9.3K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

6.37%

Shares2.6K

Event2026-03-31

Filed2026-05-12

AFSM

FIRST TR EXCHNG TRADED FD VI

0.01%

Shares18.8K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

2.62%

Shares1.8K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO & CO

2.56%

Shares7.4K

Event2026-03-31

Filed2026-05-12

RACE

FERRARI N V

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

FIXD

FIRST TR EXCHNG TRADED FD VI

0.26%

Shares12.9K

Event2026-03-31

Filed2026-05-12

MGNR

AMERICAN BEACON SELECT FUNDS

New

Shares10.8K

Event2026-03-31

Filed2026-05-12

YMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20.4K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

-2.13%

Shares5.5K

Event2026-03-31

Filed2026-05-12

AGX

ARGAN INC

0.30%

Shares1.0K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-12

VNQ

VANGUARD INDEX FDS

New

Shares6.0K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

8.02%

Shares2.3K

Event2026-03-31

Filed2026-05-12

PHYS

SPROTT ASSET MANAGEMENT LP

New

Shares14.8K

Event2026-03-31

Filed2026-05-12

FEBM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.1K

Event2026-03-31

Filed2026-05-12

STWD

STARWOOD PPTY TR INC

New

Shares30.0K

Event2026-03-31

Filed2026-05-12

SAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares20.0K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

4.55%

Shares713

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

2.90%

Shares1.2K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

3.82%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IGOV

ISHARES TR

New

Shares11.7K

Event2026-03-31

Filed2026-05-12

IVOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

28.12%

Shares524

Event2026-03-31

Filed2026-05-12

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares9.1K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

0.04%

Shares2.3K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

10.83%

Shares1.5K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP

3.50%

Shares3.5K

Event2026-03-31

Filed2026-05-12

IJJ

ISHARES TR

-0.16%

Shares3.1K

Event2026-03-31

Filed2026-05-12

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.6K

Event2026-03-31

Filed2026-05-12

INNOVATOR ETFS TRUST

New

Shares21.0K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

27.19%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IWC

ISHARES TR

0.04%

Shares2.4K

Event2026-03-31

Filed2026-05-12

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

TIP

ISHARES TR

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

FFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

36.31%

Shares3.0K

Event2026-03-31

Filed2026-05-12

FDL

FIRST TR EXCHANGE-TRADED FD

0.79%

Shares7.3K

Event2026-03-31

Filed2026-05-12

SDY

SPDR SERIES TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

JULM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.8K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

4.07%

Shares2.2K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

28.44%

Shares6.2K

Event2026-03-31

Filed2026-05-12

IBDS

ISHARES TR

-5.03%

Shares14.9K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

14.99%

Shares2.4K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

-10.26%

Shares1.6K

Event2026-03-31

Filed2026-05-12

IBDT

ISHARES TR

4.67%

Shares13.7K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

-13.41%

Shares394

Event2026-03-31

Filed2026-05-12

SOUTHSTATE BK CORP

-22.79%

Shares3.7K

Event2026-03-31

Filed2026-05-12

PROSHARES TR

New

Shares4.1K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

2.37%

Shares2.2K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

1.49%

Shares4.2K

Event2026-03-31

Filed2026-05-12

SCHY

SCHWAB STRATEGIC TR

7.96%

Shares10.0K

Event2026-03-31

Filed2026-05-12

LINDE PLC

24.12%

Shares633

Event2026-03-31

Filed2026-05-12

MINO

PIMCO ETF TR

8.11%

Shares6.9K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

0.09%

Shares2.3K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

-27.16%

Shares4.6K

Event2026-03-31

Filed2026-05-12

ADP

AUTOMATIC DATA PROCESSING IN

3.61%

Shares1.5K

Event2026-03-31

Filed2026-05-12

GJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-12

ALPS ETF TR

1.27%

Shares5.4K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

0.07%

Shares2.9K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

-7.29%

Shares2.7K

Event2026-03-31

Filed2026-05-12

AFLG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

5.40%

Shares644

Event2026-03-31

Filed2026-05-12

ESGD

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-12

FMB

FIRST TR EXCH TRADED FD III

0.43%

Shares5.4K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

3.49%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC

New

Shares604

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

-0.99%

Shares9.1K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-0.49%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VBK

VANGUARD INDEX FDS

-5.57%

Shares865

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

4.55%

Shares3.3K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

New

Shares1.3K

Event2026-03-31

Filed2026-05-12

INNOVATOR ETFS TRUST

New

Shares11.7K

Event2026-03-31

Filed2026-05-12

NEM

NEWMONT CORP

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

SBAR

SIMPLIFY EXCHANGE TRADED FUN

New

Shares10.1K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

New

Shares729

Event2026-03-31

Filed2026-05-12

IBDU

ISHARES TR

5.82%

Shares10.5K

Event2026-03-31

Filed2026-05-12

PROFESIONALLY MANAGED PORTFO

-34.78%

Shares4.3K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

19.51%

Shares4.6K

Event2026-03-31

Filed2026-05-12

IBDR

ISHARES TR

0.68%

Shares9.0K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

0.00%

Shares685

Event2026-03-31

Filed2026-05-12

VIGI

VANGUARD WHITEHALL FDS

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

14.29%

Shares7.2K

Event2026-03-31

Filed2026-05-12

CITIGROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-13.27%

Shares1.0K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

New

Shares608

Event2026-03-31

Filed2026-05-12

LDSF

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-12

SFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares8.6K

Event2026-03-31

Filed2026-05-12

WELL

WELLTOWER INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

TYGO

TIGO ENERGY INC

New

Shares11.5K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

AAPL Put PutAPPLE INC2.5K shares0.00%2026-03-312026-05-12

V Put PutVISA INC900 shares0.00%2026-03-312026-05-12

AAPL Put

APPLE INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

V Put

VISA INC

0.00%

Shares900

Event2026-03-31

Filed2026-05-12