Sponsored

The Analysis of CVFG LLC's Holdings & P&L

Currently, CVFG LLC holds 239 types of securities in its portfolio with a total value $804.3M. In the most recent quarter, they have increased their positions in SPTM (+584.2K shares, valued at $46.2M), SPYG (+269.7K shares, valued at $26.4M), QQQM (+99.3K shares, valued at $23.6M); decreased their positions in SPY (-2.4K shares, valued at $1.5M), CWI (-2.2K shares, valued at $79.5K), ONEQ (-595 shares, valued at $50.5K); initiated new positions in SPTM (+584.2K shares, valued at $46.2M), SPYG (+269.7K shares, valued at $26.4M), DGRW (+266.2K shares, valued at $23.4M).

1M P&L

+16.6M+2.03%

3M P&L

+43.2M+5.48%

HY P&L

+109.9M+15.26%

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/A299.8M

41.1%

2Semiconductors36.7M

5.0%

3Aerospace & Defense28.7M

3.9%

Top Industries by Stock Count

1N/A84 stocks

38.9%

2Gold9 stocks

4.2%

3Aerospace & Defense7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPTM SPDR SERIES TRUST584.2K sharesnew addition2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II119.2K shares497.61%2026-03-312026-04-29

SPYG SPDR SERIES TRUST269.7K sharesnew addition2026-03-312026-04-29

NVDA NVIDIA CORPORATION146.5K shares1134.69%2026-03-312026-04-29

DGRW WISDOMTREE TR266.2K sharesnew addition2026-03-312026-04-29

AAPL APPLE INC81.7K shares154.73%2026-03-312026-04-29

LLY ELI LILLY & CO16.9K shares341.47%2026-03-312026-04-29

SPYM SPDR SERIES TRUST202.6K sharesnew addition2026-03-312026-04-29

Sponsored

MSFT MICROSOFT CORP40.8K shares483.72%2026-03-312026-04-29

AMZN AMAZON COM INC59.0K shares479.70%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO47.6K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC40.8K shares438.53%2026-03-312026-04-29

BSCU INVESCO EXCH TRD SLF IDX FD670.5K sharesnew addition2026-03-312026-04-29

AGX ARGAN INC20.2K sharesnew addition2026-03-312026-04-29

JPM JPMORGAN CHASE & CO36.0K shares1677.38%2026-03-312026-04-29

BSCT INVESCO EXCH TRD SLF IDX FD560.7K sharesnew addition2026-03-312026-04-29

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD521.1K sharesnew addition2026-03-312026-04-29

BE BLOOM ENERGY CORP74.6K sharesnew addition2026-03-312026-04-29

CAT CATERPILLAR INC14.0K sharesnew addition2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD453.3K sharesnew addition2026-03-312026-04-29

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL22.7K sharesnew addition2026-03-312026-04-29

UI UBIQUITI INC11.2K sharesnew addition2026-03-312026-04-29

CAH CARDINAL HEALTH INC38.7K sharesnew addition2026-03-312026-04-29

TTMI TTM TECHNOLOGIES INC83.0K sharesnew addition2026-03-312026-04-29

Sponsored

NFLX NETFLIX INC.82.4K shares2034.59%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND17.0K shares4.23%2026-03-312026-04-29

CB CHUBB LTD SWITZ22.5K sharesnew addition2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T10.9K shares-17.78%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR230.5K sharesnew addition2026-03-312026-04-29

VTI VANGUARD INDEX FDS21.9K shares16.48%2026-03-312026-04-29

CELESTICA INC CELESTICA INC24.1K sharesnew addition2026-03-312026-04-29

PH PARKER-HANNIFIN CORP7.6K sharesnew addition2026-03-312026-04-29

Sponsored

CSTM CONSTELLIUM SE273.2K sharesnew addition2026-03-312026-04-29

ARISTA NETWORKS INC ARISTA NETWORKS INC54.5K shares3372.61%2026-03-312026-04-29

IVV ISHARES TR10.1K shares58.21%2026-03-312026-04-29

CWI SPDR INDEX SHS FDS173.8K shares-1.24%2026-03-312026-04-29

WMT WALMART INC50.9K shares640.48%2026-03-312026-04-29

ARGX ARGENX SE8.5K sharesnew addition2026-03-312026-04-29

HWM HOWMET AEROSPACE INC26.8K sharesnew addition2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC21.0K sharesnew addition2026-03-312026-04-29

Sponsored

SPMD SPDR SERIES TRUST98.6K shares5.56%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD296.3K sharesnew addition2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP9.6K sharesnew addition2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC27.8K shares1627.04%2026-03-312026-04-29

ESLT ELBIT SYS LTD6.5K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC19.2K shares384.88%2026-03-312026-04-29

CRS CARPENTER TECHNOLOGY CORP13.9K sharesnew addition2026-03-312026-04-29

MU MICRON TECHNOLOGY INC16.1K sharesnew addition2026-03-312026-04-29

Sponsored

CIEN CIENA CORP13.8K sharesnew addition2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC36.4K shares1679.90%2026-03-312026-04-29

WM WASTE MGMT INC DEL23.2K sharesnew addition2026-03-312026-04-29

LHX L3HARRIS TECHNOLOGIES INC14.5K sharesnew addition2026-03-312026-04-29

CGBL CAPITAL GROUP CORE BALANCED143.5K shares16.38%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T24.7K shares4.94%2026-03-312026-04-29

MCD MCDONALDS CORP14.7K shares836.03%2026-03-312026-04-29

BARRICK MNG CORP BARRICK MNG CORP105.5K sharesnew addition2026-03-312026-04-29

Sponsored

SPSM SPDR SERIES TRUST88.7K shares5.05%2026-03-312026-04-29

ABBV ABBVIE INC19.7K shares1304.36%2026-03-312026-04-29

HEFA ISHARES TR100.6K shares3.27%2026-03-312026-04-29

SSRM SSR MINING IN144.9K sharesnew addition2026-03-312026-04-29

LINDE PLC LINDE PLC8.5K shares824.57%2026-03-312026-04-29

SPYV SPDR SERIES TRUST73.6K sharesnew addition2026-03-312026-04-29

HL HECLA MINING COMPANY223.0K sharesnew addition2026-03-312026-04-29

PWR QUANTA SVCS INC7.4K sharesnew addition2026-03-312026-04-29

Sponsored

TPC TUTOR PERINI CORP52.0K sharesnew addition2026-03-312026-04-29

CVX CHEVRON CORPORATION19.3K shares1364.59%2026-03-312026-04-29

SPAB SPDR SERIES TRUST150.3K shares6.60%2026-03-312026-04-29

HD HOME DEPOT INC11.3K shares281.80%2026-03-312026-04-29

PSIX POWER SOLUTIONS INTL INC60.2K sharesnew addition2026-03-312026-04-29

HSY HERSHEY CO17.4K sharesnew addition2026-03-312026-04-29

HSAI HESAI GROUP186.9K sharesnew addition2026-03-312026-04-29

CGGO CAPITAL GROUP GBL GROWTH EQT106.8K shares8.93%2026-03-312026-04-29

Sponsored

LQD ISHARES TR31.9K shares8.67%2026-03-312026-04-29

UNP UNION PAC CORP14.1K shares259.89%2026-03-312026-04-29

WLDN WILLDAN GROUP INC44.5K sharesnew addition2026-03-312026-04-29

EMBJ EMBRAER S.A.53.9K sharesnew addition2026-03-312026-04-29

PAHC PHIBRO ANIMAL HEALTH CORP53.6K sharesnew addition2026-03-312026-04-29

AEIS ADVANCED ENERGY INDS9.1K sharesnew addition2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR5.0K shares21.56%2026-03-312026-04-29

META META PLATFORMS INC5.0K shares221.22%2026-03-312026-04-29

Sponsored

KO COCA COLA CO37.3K shares273.24%2026-03-312026-04-29

EME EMCOR GROUP INC3.8K sharesnew addition2026-03-312026-04-29

CVNA CARVANA CO8.8K sharesnew addition2026-03-312026-04-29

SEZL SEZZLE INC43.2K sharesnew addition2026-03-312026-04-29

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC119.9K sharesnew addition2026-03-312026-04-29

HON HONEYWELL INTL INC12.0K shares969.87%2026-03-312026-04-29

SPOT SPOTIFY TECHNOLOGY S A5.5K sharesnew addition2026-03-312026-04-29

COHERENT CORP COHERENT CORP11.2K sharesnew addition2026-03-312026-04-29

Sponsored

FIX COMFORT SYS USA INC1.9K sharesnew addition2026-03-312026-04-29

RTX RTX CORPORATION13.3K shares604.44%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON10.3K shares455.92%2026-03-312026-04-29

BR BROADRIDGE FINL SOLUTIONS IN15.2K sharesnew addition2026-03-312026-04-29

EXPD EXPEDITORS INTL WASH INC16.9K sharesnew addition2026-03-312026-04-29

CGCP CAPITAL GRP FIXED INCM ETF T105.8K shares42.31%2026-03-312026-04-29

GSLC GOLDMAN SACHS ETF TR18.7K sharesnew addition2026-03-312026-04-29

COEUR MNG INC COEUR MNG INC123.6K sharesnew addition2026-03-312026-04-29

Sponsored

SO SOUTHERN CO23.8K shares263.16%2026-03-312026-04-29

OR ROYALTIES INC. OR ROYALTIES INC.60.4K sharesnew addition2026-03-312026-04-29

AEM AGNICO EAGLE MINES LTD10.8K sharesnew addition2026-03-312026-04-29

EGO ELDORADO GOLD CORP NEW63.0K sharesnew addition2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares2.23%2026-03-312026-04-29

BVN COMPANIA DE MINAS BUENAVENTU56.5K sharesnew addition2026-03-312026-04-29

VONG VANGUARD SCOTTSDALE FDS17.8K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS3.2K shares469.72%2026-03-312026-04-29

Sponsored

ONEQ FIDELITY COMWLTH TR22.0K shares-2.63%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION1.8K shares212.29%2026-03-312026-04-29

CECO CECO ENVIRONMENTAL CORP30.5K sharesnew addition2026-03-312026-04-29

TSLA TESLA INC4.8K shares19.51%2026-03-312026-04-29

CGAU CENTERRA GOLD INC98.3K sharesnew addition2026-03-312026-04-29

V VISA INC5.7K shares157.63%2026-03-312026-04-29

DOV DOVER CORP8.0K sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED3.3K shares4.06%2026-03-312026-04-29

Sponsored

NEE NEXTERA ENERGY INC17.5K shares47.51%2026-03-312026-04-29

ECO OKEANIS ECO TANKERS COR31.7K sharesnew addition2026-03-312026-04-29

KGC KINROSS GOLD CORP49.3K sharesnew addition2026-03-312026-04-29

SPGI S&P GLOBAL INC3.5K shares61.68%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC5.3K shares539.49%2026-03-312026-04-29

WPM WHEATON PRECIOUS METALS CORP10.6K sharesnew addition2026-03-312026-04-29

INDIVIOR PHARMACEUTICALS INC INDIVIOR PHARMACEUTICALS INC45.0K sharesnew addition2026-03-312026-04-29

EMR EMERSON ELEC CO10.3K sharesnew addition2026-03-312026-04-29

Sponsored

DAL DELTA AIR LINES INC20.0K sharesnew addition2026-03-312026-04-29

PG PROCTER & GAMBLE CO9.0K shares117.24%2026-03-312026-04-29

IAG IAMGOLD CORP65.7K sharesnew addition2026-03-312026-04-29

CCL CARNIVAL CORP47.1K sharesnew addition2026-03-312026-04-29

ITW ILLINOIS TOOL WKS INC4.6K sharesnew addition2026-03-312026-04-29

IWM ISHARES TR4.8K shares6.59%2026-03-312026-04-29

MPLX MPLX LP20.7K sharesnew addition2026-03-312026-04-29

EOG EOG RES INC8.0K sharesnew addition2026-03-312026-04-29

Sponsored

LOW LOWES COS INC4.8K sharesnew addition2026-03-312026-04-29

WELL WELLTOWER INC5.7K sharesnew addition2026-03-312026-04-29

LDOS LEIDOS HOLDINGS INC6.7K sharesnew addition2026-03-312026-04-29

BSCV INVESCO EXCH TRD SLF IDX FD62.6K sharesnew addition2026-03-312026-04-29

COP CONOCOPHILLIPS7.8K sharesnew addition2026-03-312026-04-29

BRO BROWN & BROWN INC15.5K sharesnew addition2026-03-312026-04-29

TJX TJX COS INC NEW6.3K shares9.21%2026-03-312026-04-29

BSCW INVESCO EXCH TRD SLF IDX FD48.7K sharesnew addition2026-03-312026-04-29

Sponsored

AUPH AURINIA PHARMACEUTICALS INC67.5K sharesnew addition2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.4K shares105.56%2026-03-312026-04-29

BROADCOM INC BROADCOM INC2.9K shares240.02%2026-03-312026-04-29

WES WESTERN MIDSTREAM PARTNERS L21.7K sharesnew addition2026-03-312026-04-29

KR KROGER CO12.0K shares2.82%2026-03-312026-04-29

VXF VANGUARD INDEX FDS4.2K shares-0.76%2026-03-312026-04-29

SLYV SPDR SERIES TRUST8.9K sharesnew addition2026-03-312026-04-29

MDYG SPDR SERIES TRUST8.7K sharesnew addition2026-03-312026-04-29

Sponsored

SOXX ISHARES TR2.5K shares10.46%2026-03-312026-04-29

AGG ISHARES TR8.4K sharesnew addition2026-03-312026-04-29

SLYG SPDR SERIES TRUST8.6K sharesnew addition2026-03-312026-04-29

CGXU CAPITAL GROUP INTL FOCUS EQT27.9K shares39.29%2026-03-312026-04-29

IJH ISHARES TR12.2K shares26.03%2026-03-312026-04-29

MDYV SPDR SERIES TRUST9.6K sharesnew addition2026-03-312026-04-29

VXUS VANGUARD STAR FDS10.5K shares0.36%2026-03-312026-04-29

KALU KAISER ALUMINIUM CORPORATION6.6K sharesnew addition2026-03-312026-04-29

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET20.5K shares13.98%2026-03-312026-04-29

IJR ISHARES TR6.3K shares58.21%2026-03-312026-04-29

CMCL CALEDONIA MNG CORP34.4K sharesnew addition2026-03-312026-04-29

INTU INTUIT1.8K shares-5.11%2026-03-312026-04-29

HBM HUDBAY MINERALS INC36.5K sharesnew addition2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC6.7K sharesnew addition2026-03-312026-04-29

IWR ISHARES TR7.7K shares23.84%2026-03-312026-04-29

CMI CUMMINS INC1.4K shares0.07%2026-03-312026-04-29

Sponsored

ORCL ORACLE CORP5.0K shares-1.25%2026-03-312026-04-29

NOBL PROSHARES TR6.8K sharesnew addition2026-03-312026-04-29

CHD CHURCH & DWIGHT CO INC7.7K sharesnew addition2026-03-312026-04-29

THFF FIRST FINANCIAL CORPORATION11.3K sharesnew addition2026-03-312026-04-29

TFPM TRIPLE FLAG PRECIOUS METAL20.0K sharesnew addition2026-03-312026-04-29

EGAN EGAIN CORP86.5K sharesnew addition2026-03-312026-04-29

XOM EXXON MOBIL CORP4.0K sharesnew addition2026-03-312026-04-29

IDR IDAHO STRATEGIC RESOURCES21.1K sharesnew addition2026-03-312026-04-29

Sponsored

VUG VANGUARD INDEX FDS1.5K sharesnew addition2026-03-312026-04-29

DGRO ISHARES TR9.6K shares45.16%2026-03-312026-04-29

ENB ENBRIDGE INC12.0K sharesnew addition2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC690 shares2.22%2026-03-312026-04-29

MGK VANGUARD WORLD FD1.5K shares8.62%2026-03-312026-04-29

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K sharesnew addition2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE12.7K shares18.13%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR8.7K shares31.28%2026-03-312026-04-29

Sponsored

MUNI PIMCO ETF TR10.1K sharesnew addition2026-03-312026-04-29

VALE VALE S A32.2K sharesnew addition2026-03-312026-04-29

PYLD PIMCO ETF TR19.5K sharesnew addition2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR16.3K shares1.72%2026-03-312026-04-29

BA BOEING CO2.4K shares0.21%2026-03-312026-04-29

WFC WELLS FARGO & CO5.9K sharesnew addition2026-03-312026-04-29

ELV ELEVANCE HEALTH INC FORMERLY1.6K shares4.81%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR2.9K shares2.33%2026-03-312026-04-29

Sponsored

FDX FEDEX CORP1.2K shares6.48%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC8.5K sharesnew addition2026-03-312026-04-29

CGMS CAPITAL GRP FIXED INCM ETF T15.7K shares99.81%2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF10.5K shares21.82%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares2.26%2026-03-312026-04-29

DIS DISNEY WALT CO4.1K shares7.48%2026-03-312026-04-29

IEFA ISHARES TR4.2K shares12.46%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR2.9K shares53.85%2026-03-312026-04-29

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.8K sharesnew addition2026-03-312026-04-29

PNC PNC FINL SVCS GROUP INC1.8K shares0.91%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS5.5K sharesnew addition2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS2.3K sharesnew addition2026-03-312026-04-29

SCHB SCHWAB STRATEGIC TR13.6K sharesnew addition2026-03-312026-04-29

PEG PUBLIC SVC ENTERPRISE GROUP4.2K sharesnew addition2026-03-312026-04-29

PEP PEPSICO INC2.2K sharesnew addition2026-03-312026-04-29

MGV VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-04-29

Sponsored

ACWV ISHARES INC2.7K shares-0.56%2026-03-312026-04-29

ALSN ALLISON TRANSMISSION HLDGS I2.7K shares0.00%2026-03-312026-04-29

ITA ISHARES TR1.4K shares11.95%2026-03-312026-04-29

MUST COLUMBIA ETF TR I15.0K shares1.62%2026-03-312026-04-29

IXUS ISHARES TR3.5K shares0.72%2026-03-312026-04-29

T AT&T INC10.2K sharesnew addition2026-03-312026-04-29

CINF CINCINNATI FINL CORP1.9K sharesnew addition2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40475 sharesnew addition2026-03-312026-04-29

Sponsored

BSMU INVESCO EXCH TRD SLF IDX FD13.3K sharesnew addition2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC717 shares10.82%2026-03-312026-04-29

MUB ISHARES TR2.6K sharesnew addition2026-03-312026-04-29

IUSG ISHARES TR1.7K shares18.27%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR5.8K shares2.34%2026-03-312026-04-29

SHW SHERWIN WILLIAMS CO826 sharesnew addition2026-03-312026-04-29

CRM SALESFORCE INC1.4K shares-14.32%2026-03-312026-04-29

USMV ISHARES TR2.8K sharesnew addition2026-03-312026-04-29

Sponsored

VTV VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-04-29

QGRO AMERICAN CENTY ETF TR2.4K shares2.16%2026-03-312026-04-29

QUAL ISHARES TR1.3K shares-2.06%2026-03-312026-04-29

VB VANGUARD INDEX FDS920 sharesnew addition2026-03-312026-04-29

PYPL PAYPAL HLDGS INC5.2K shares18.31%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL7.0K sharesnew addition2026-03-312026-04-29

DE DEERE & CO404 shares-7.97%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR1.5K sharesnew addition2026-03-312026-04-29

Sponsored

MTD METTLER TOLEDO INTERNATIONAL179 shares5.92%2026-03-312026-04-29

ROST ROSS STORES INC1.0K sharesnew addition2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC455 shares0.00%2026-03-312026-04-29

BSMS INVESCO EXCH TRD SLF IDX FD9.4K sharesnew addition2026-03-312026-04-29

IEMG ISHARES INC3.1K sharesnew addition2026-03-312026-04-29

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.9K sharesnew addition2026-03-312026-04-29

CL COLGATE PALMOLIVE CO2.5K sharesnew addition2026-03-312026-04-29

VEU VANGUARD INTL EQUITY INDEX F2.8K sharesnew addition2026-03-312026-04-29

Sponsored

GLD SPDR GOLD TR487 sharesnew addition2026-03-312026-04-29

SCHV SCHWAB STRATEGIC TR6.9K shares0.00%2026-03-312026-04-29

CGSD CAPITAL GRP FIXED INCM ETF T8.1K sharesnew addition2026-03-312026-04-29

ECL ECOLAB INC777 sharesnew addition2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS848 sharesnew addition2026-03-312026-04-29

INTEGRA RES CORP INTEGRA RES CORP72.3K sharesnew addition2026-03-312026-04-29

ETY EATON VANCE TAX-MANAGED DIVE13.2K shares11.68%2026-03-312026-04-29

SPTM

SPDR SERIES TRUST

New

Shares584.2K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

497.61%

Shares119.2K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

New

Shares269.7K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

1134.69%

Shares146.5K

Event2026-03-31

Filed2026-04-29

DGRW

WISDOMTREE TR

New

Shares266.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

154.73%

Shares81.7K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

341.47%

Shares16.9K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

New

Shares202.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

483.72%

Shares40.8K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

479.70%

Shares59.0K

Event2026-03-31

Filed2026-04-29

VRT

VERTIV HOLDINGS CO

New

Shares47.6K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

438.53%

Shares40.8K

Event2026-03-31

Filed2026-04-29

BSCU

INVESCO EXCH TRD SLF IDX FD

New

Shares670.5K

Event2026-03-31

Filed2026-04-29

AGX

ARGAN INC

New

Shares20.2K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

1677.38%

Shares36.0K

Event2026-03-31

Filed2026-04-29

BSCT

INVESCO EXCH TRD SLF IDX FD

New

Shares560.7K

Event2026-03-31

Filed2026-04-29

BSCQ

INVESCO EXCH TRD SLF IDX FD

New

Shares521.1K

Event2026-03-31

Filed2026-04-29

BLOOM ENERGY CORP

New

Shares74.6K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

New

Shares14.0K

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

New

Shares453.3K

Event2026-03-31

Filed2026-04-29

SEAGATE TECHNOLOGY HLDNGS PL

New

Shares22.7K

Event2026-03-31

Filed2026-04-29

UBIQUITI INC

New

Shares11.2K

Event2026-03-31

Filed2026-04-29

CAH

CARDINAL HEALTH INC

New

Shares38.7K

Event2026-03-31

Filed2026-04-29

TTMI

TTM TECHNOLOGIES INC

New

Shares83.0K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

2034.59%

Shares82.4K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

4.23%

Shares17.0K

Event2026-03-31

Filed2026-04-29

CHUBB LTD SWITZ

New

Shares22.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-17.78%

Shares10.9K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

New

Shares230.5K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

16.48%

Shares21.9K

Event2026-03-31

Filed2026-04-29

CELESTICA INC

New

Shares24.1K

Event2026-03-31

Filed2026-04-29

PARKER-HANNIFIN CORP

New

Shares7.6K

Event2026-03-31

Filed2026-04-29

CSTM

CONSTELLIUM SE

New

Shares273.2K

Event2026-03-31

Filed2026-04-29

ARISTA NETWORKS INC

3372.61%

Shares54.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

58.21%

Shares10.1K

Event2026-03-31

Filed2026-04-29

CWI

SPDR INDEX SHS FDS

-1.24%

Shares173.8K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

640.48%

Shares50.9K

Event2026-03-31

Filed2026-04-29

ARGX

ARGENX SE

New

Shares8.5K

Event2026-03-31

Filed2026-04-29

HWM

HOWMET AEROSPACE INC

New

Shares26.8K

Event2026-03-31

Filed2026-04-29

TRV

TRAVELERS COMPANIES INC

New

Shares21.0K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

5.56%

Shares98.6K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

New

Shares296.3K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

New

Shares9.6K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

1627.04%

Shares27.8K

Event2026-03-31

Filed2026-04-29

ESLT

ELBIT SYS LTD

New

Shares6.5K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

384.88%

Shares19.2K

Event2026-03-31

Filed2026-04-29

CRS

CARPENTER TECHNOLOGY CORP

New

Shares13.9K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

New

Shares16.1K

Event2026-03-31

Filed2026-04-29

CIEN

CIENA CORP

New

Shares13.8K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

1679.90%

Shares36.4K

Event2026-03-31

Filed2026-04-29

WASTE MGMT INC DEL

New

Shares23.2K

Event2026-03-31

Filed2026-04-29

LHX

L3HARRIS TECHNOLOGIES INC

New

Shares14.5K

Event2026-03-31

Filed2026-04-29

CGBL

CAPITAL GROUP CORE BALANCED

16.38%

Shares143.5K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

4.94%

Shares24.7K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

836.03%

Shares14.7K

Event2026-03-31

Filed2026-04-29

BARRICK MNG CORP

New

Shares105.5K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

5.05%

Shares88.7K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

1304.36%

Shares19.7K

Event2026-03-31

Filed2026-04-29

HEFA

ISHARES TR

3.27%

Shares100.6K

Event2026-03-31

Filed2026-04-29

SSRM

SSR MINING IN

New

Shares144.9K

Event2026-03-31

Filed2026-04-29

LINDE PLC

824.57%

Shares8.5K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

New

Shares73.6K

Event2026-03-31

Filed2026-04-29

HECLA MINING COMPANY

New

Shares223.0K

Event2026-03-31

Filed2026-04-29

PWR

QUANTA SVCS INC

New

Shares7.4K

Event2026-03-31

Filed2026-04-29

TPC

TUTOR PERINI CORP

New

Shares52.0K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

1364.59%

Shares19.3K

Event2026-03-31

Filed2026-04-29

SPAB

SPDR SERIES TRUST

6.60%

Shares150.3K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

281.80%

Shares11.3K

Event2026-03-31

Filed2026-04-29

PSIX

POWER SOLUTIONS INTL INC

New

Shares60.2K

Event2026-03-31

Filed2026-04-29

HSY

HERSHEY CO

New

Shares17.4K

Event2026-03-31

Filed2026-04-29

HSAI

HESAI GROUP

New

Shares186.9K

Event2026-03-31

Filed2026-04-29

CGGO

CAPITAL GROUP GBL GROWTH EQT

8.93%

Shares106.8K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

8.67%

Shares31.9K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

259.89%

Shares14.1K

Event2026-03-31

Filed2026-04-29

WLDN

WILLDAN GROUP INC

New

Shares44.5K

Event2026-03-31

Filed2026-04-29

EMBJ

EMBRAER S.A.

New

Shares53.9K

Event2026-03-31

Filed2026-04-29

PAHC

PHIBRO ANIMAL HEALTH CORP

New

Shares53.6K

Event2026-03-31

Filed2026-04-29

AEIS

ADVANCED ENERGY INDS

New

Shares9.1K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

21.56%

Shares5.0K

Event2026-03-31

Filed2026-04-29