Sponsored

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

Currently, Cypress Wealth Services, LLC holds 397 types of securities in its portfolio with a total value $708.3M. In the most recent quarter, they have increased their positions in CORO (+380.9K shares, valued at $12.2M), BLCR (+157.2K shares, valued at $6.5M), GOVT (+200.8K shares, valued at $4.6M); decreased their positions in OEF (-40.4K shares, valued at $12.8M), SPEM (-81.7K shares, valued at $3.8M), EFV (-44.8K shares, valued at $3.3M); initiated new positions in CORO (+380.9K shares, valued at $12.2M), BLCR (+157.2K shares, valued at $6.5M), IDEF (+80.9K shares, valued at $2.6M).

1M P&L

+26.6M+3.87%

3M P&L

-32.1M-4.31%

HY P&L

-2.3M-0.32%

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/A464.2M

70.9%

2Consumer Electronics41.8M

6.4%

3Semiconductors12.8M

2.0%

Top Industries by Stock Count

1N/A208 stocks

56.8%

2Semiconductors9 stocks

2.5%

3Gold7 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC164.6K shares-2.08%2026-03-312026-04-15

IVV ISHARES TR45.9K shares9.03%2026-03-312026-04-15

SPYM SPDR SERIES TRUST357.7K shares-2.60%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST409.6K shares-2.21%2026-03-312026-04-15

IVE ISHARES TR80.4K shares-10.40%2026-03-312026-04-15

IVW ISHARES TR144.1K shares1.86%2026-03-312026-04-15

QUAL ISHARES TR78.8K shares-1.13%2026-03-312026-04-15

EFV ISHARES TR199.0K shares-18.36%2026-03-312026-04-15

Sponsored

SCHZ SCHWAB STRATEGIC TR589.0K shares7.16%2026-03-312026-04-15

CORO BLACKROCK ETF TRUST380.9K sharesnew addition2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T17.0K shares-4.98%2026-03-312026-04-15

MSFT MICROSOFT CORP25.7K shares1.45%2026-03-312026-04-15

MGK VANGUARD WORLD FD24.1K shares-4.21%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS14.8K shares8.64%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST243.9K shares9.65%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST267.1K shares7.29%2026-03-312026-04-15

Sponsored

NVDA NVIDIA CORPORATION49.0K shares-3.21%2026-03-312026-04-15

ALPHABET INC ALPHABET INC29.1K shares-2.48%2026-03-312026-04-15

ESGU ISHARES TR56.4K shares-2.74%2026-03-312026-04-15

IEMG ISHARES INC110.6K shares-9.95%2026-03-312026-04-15

IUSB ISHARES TR166.8K shares10.63%2026-03-312026-04-15

AMZN AMAZON COM INC35.2K shares-2.33%2026-03-312026-04-15

OEF ISHARES TR21.5K shares-65.24%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS45.2K shares-1.65%2026-03-312026-04-15

Sponsored

VO VANGUARD INDEX FDS22.6K shares-2.10%2026-03-312026-04-15

EFG ISHARES TR58.1K shares94.70%2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST157.2K sharesnew addition2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS100.5K shares-1.71%2026-03-312026-04-15

SPEM SPDR INDEX SHS FDS136.9K shares-37.37%2026-03-312026-04-15

ALPHABET INC ALPHABET INC21.8K shares-4.85%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR10.3K shares-1.89%2026-03-312026-04-15

TSLA TESLA INC15.6K shares1.11%2026-03-312026-04-15

Sponsored

COST COSTCO WHOLESALE CORPORATION5.8K shares1.39%2026-03-312026-04-15

VB VANGUARD INDEX FDS21.8K shares-1.50%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.3K shares-3.81%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO18.4K shares-1.66%2026-03-312026-04-15

MBB ISHARES TR56.8K shares8.87%2026-03-312026-04-15

SPMO INVESCO EXCH TRADED FD TR II46.4K shares7.70%2026-03-312026-04-15

GOVT ISHARES TR227.0K shares766.35%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS22.4K shares-0.71%2026-03-312026-04-15

Sponsored

VCIT VANGUARD SCOTTSDALE FDS55.3K shares4.31%2026-03-312026-04-15

PFF ISHARES TR141.3K shares-1.20%2026-03-312026-04-15

SHLD GLOBAL X FDS58.7K shares34.18%2026-03-312026-04-15

BROADCOM INC BROADCOM INC12.8K shares-0.89%2026-03-312026-04-15

MTUM ISHARES TR15.3K shares3.53%2026-03-312026-04-15

HYG ISHARES TR44.5K shares-1.77%2026-03-312026-04-15

IVLU ISHARES TR89.1K shares-3.21%2026-03-312026-04-15

CVX CHEVRON CORPORATION16.4K shares-1.06%2026-03-312026-04-15

Sponsored

IYW ISHARES TR18.5K shares-6.99%2026-03-312026-04-15

XOM EXXON MOBIL CORP19.5K shares-0.01%2026-03-312026-04-15

TLH ISHARES TR32.8K shares1.79%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW9.8K shares-0.59%2026-03-312026-04-15

META META PLATFORMS INC5.4K shares-0.42%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II59.1K shares-11.49%2026-03-312026-04-15

MUB ISHARES TR28.8K shares2.99%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR34.1K shares-44.95%2026-03-312026-04-15

Sponsored

JNJ JOHNSON & JOHNSON12.1K shares-1.48%2026-03-312026-04-15

DVY ISHARES TR18.7K shares-1.96%2026-03-312026-04-15

DFUV DIMENSIONAL ETF TRUST58.3K shares-6.32%2026-03-312026-04-15

NVBU AIM ETF PRODUCTS TRUST95.7K shares0.00%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR87.2K shares-3.66%2026-03-312026-04-15

IDEF BLACKROCK ETF TRUST80.9K sharesnew addition2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC26.3K shares4.23%2026-03-312026-04-15

VDC VANGUARD WORLD FD10.9K shares-2.30%2026-03-312026-04-15

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD35.5K shares0.71%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS46.3K shares16.23%2026-03-312026-04-15

LLY ELI LILLY & CO2.4K shares-8.17%2026-03-312026-04-15

PSLV SPROTT ASSET MANAGEMENT LP90.7K shares1.70%2026-03-312026-04-15

CAT CATERPILLAR INC3.1K shares3.62%2026-03-312026-04-15

SHOP SHOPIFY INC18.1K shares-2.06%2026-03-312026-04-15

DFAS DIMENSIONAL ETF TRUST30.1K shares-10.95%2026-03-312026-04-15

BE BLOOM ENERGY CORP15.7K shares23.98%2026-03-312026-04-15

Sponsored

WMT WALMART INC16.7K shares-5.29%2026-03-312026-04-15

XTEN BONDBLOXX ETF TRUST43.5K shares10.05%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO6.5K shares-2.72%2026-03-312026-04-15

IWB ISHARES TR5.4K shares-15.29%2026-03-312026-04-15

CSCO CISCO SYS INC24.3K shares-3.90%2026-03-312026-04-15

SLV ISHARES SILVER TR27.3K shares-0.58%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC2.2K shares0.61%2026-03-312026-04-15

PJUL INNOVATOR ETFS TRUST38.2K shares0.00%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO12.1K shares-14.43%2026-03-312026-04-15

IAGG ISHARES TR34.9K shares16.41%2026-03-312026-04-15

ENSG ENSIGN GROUP INC8.5K shares-2.31%2026-03-312026-04-15

WFC WELLS FARGO & CO21.0K shares-0.37%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC13.9K shares1.50%2026-03-312026-04-15

IEV ISHARES TR24.5K shares-2.66%2026-03-312026-04-15

RBLX ROBLOX CORP29.3K shares0.17%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F30.0K shares-5.79%2026-03-312026-04-15

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP44.9K shares7.68%2026-03-312026-04-15

ZNOV INNOVATOR ETFS TRUST59.9K shares0.00%2026-03-312026-04-15

V VISA INC5.1K shares7.48%2026-03-312026-04-15

SUSL ISHARES TR13.5K shares1.02%2026-03-312026-04-15

VLO VALERO ENERGY CORP5.9K shares-8.02%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC28.8K shares-6.53%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS5.4K shares2.23%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC7.8K shares-0.62%2026-03-312026-04-15

Sponsored

MUC BLACKROCK MUNIHLDNGS CALI120.9K shares93.69%2026-03-312026-04-15

YJUN FIRST TR EXCHNG TRADED FD VI47.5K shares0.00%2026-03-312026-04-15

SDOG ALPS ETF TR18.7K shares0.65%2026-03-312026-04-15

DIA STATE STR SPDR DOW JONES IND2.6K shares0.04%2026-03-312026-04-15

NJUL INNOVATOR ETFS TRUST16.7K shares0.00%2026-03-312026-04-15

ZOCT INNOVATOR ETFS TRUST42.6K shares0.00%2026-03-312026-04-15

HD HOME DEPOT INC3.5K shares-2.56%2026-03-312026-04-15

NFLX NETFLIX INC.11.8K shares1.74%2026-03-312026-04-15

Sponsored

WABC WESTAMERICA BANCORPORATION21.8K shares0.00%2026-03-312026-04-15

IGM ISHARES TR9.4K shares-6.51%2026-03-312026-04-15

DECW AIM ETF PRODUCTS TRUST32.9K shares-4.74%2026-03-312026-04-15

ITOT ISHARES TR7.6K shares-10.46%2026-03-312026-04-15

ZJUL INNOVATOR ETFS TRUST36.9K shares-19.71%2026-03-312026-04-15

EFA ISHARES TR11.0K shares9.09%2026-03-312026-04-15

VGT VANGUARD WORLD FD1.5K shares-1.82%2026-03-312026-04-15

JULW AIM ETF PRODUCTS TRUST26.9K shares0.00%2026-03-312026-04-15

Sponsored

VV VANGUARD INDEX FDS3.5K shares-33.28%2026-03-312026-04-15

AIG AMERICAN INTL GROUP INC13.7K shares-7.62%2026-03-312026-04-15

JAJL INNOVATOR ETFS TRUST35.4K shares0.00%2026-03-312026-04-15

DE DEERE & CO1.8K shares0.38%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS20.5K shares-0.12%2026-03-312026-04-15

TJUL INNOVATOR ETFS TRUST34.9K shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC5.3K shares-0.98%2026-03-312026-04-15

COWZ PACER FDS TR16.2K shares-3.39%2026-03-312026-04-15

Sponsored

ABBV ABBVIE INC4.6K shares0.48%2026-03-312026-04-15

KO COCA COLA CO13.2K shares-1.86%2026-03-312026-04-15

IJH ISHARES TR14.8K shares-1.17%2026-03-312026-04-15

AGI ALAMOS GOLD INC22.1K shares0.00%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC6.7K shares-1.24%2026-03-312026-04-15

LNG CHENIERE ENERGY INC3.4K shares0.69%2026-03-312026-04-15

IXN ISHARES TR9.5K shares-2.35%2026-03-312026-04-15

ORCL ORACLE CORP6.4K shares1.64%2026-03-312026-04-15

Sponsored

VDE VANGUARD WORLD FD5.3K shares0.38%2026-03-312026-04-15

LGLV SPDR SERIES TRUST5.0K shares0.00%2026-03-312026-04-15

AMAT APPLIED MATLS INC2.6K shares-24.60%2026-03-312026-04-15

BSCQ INVESCO EXCH TRD SLF IDX FD44.6K shares-11.59%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F15.6K shares-0.04%2026-03-312026-04-15

PRK PARK NATL CORP5.3K shares0.00%2026-03-312026-04-15

BSCS INVESCO EXCH TRD SLF IDX FD41.7K shares-7.01%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC6.9K shares0.54%2026-03-312026-04-15

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD42.8K shares-11.89%2026-03-312026-04-15

ALPS ETF TR ALPS ETF TR15.9K shares155.91%2026-03-312026-04-15

ENB ENBRIDGE INC15.4K shares0.80%2026-03-312026-04-15

TJAN INNOVATOR ETFS TRUST30.6K shares0.00%2026-03-312026-04-15

VTI VANGUARD INDEX FDS2.6K shares-37.13%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP8.7K shares0.16%2026-03-312026-04-15

VTIP VANGUARD MALVERN FDS16.2K sharesnew addition2026-03-312026-04-15

MA MASTERCARD INCORPORATED1.6K shares-1.29%2026-03-312026-04-15

Sponsored

MU MICRON TECHNOLOGY INC2.4K shares8.57%2026-03-312026-04-15

ZAUG INNOVATOR ETFS TRUST29.7K shares0.00%2026-03-312026-04-15

AMGN AMGEN INC2.2K shares-38.59%2026-03-312026-04-15

BSCU INVESCO EXCH TRD SLF IDX FD46.5K sharesnew addition2026-03-312026-04-15

IJAN INNOVATOR ETFS TRUST21.3K sharesnew addition2026-03-312026-04-15

IJR ISHARES TR6.2K shares-0.40%2026-03-312026-04-15

BSCT INVESCO EXCH TRD SLF IDX FD41.0K shares-11.90%2026-03-312026-04-15

IEFA ISHARES TR8.4K shares-3.49%2026-03-312026-04-15

Sponsored

EMGF ISHARES INC12.5K shares4.53%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.8K shares2.43%2026-03-312026-04-15

CMCSA COMCAST CORP NEW26.3K shares39.58%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC784 shares-2.24%2026-03-312026-04-15

T AT&T INC25.9K shares-3.92%2026-03-312026-04-15

EEM ISHARES TR13.0K shares-7.04%2026-03-312026-04-15

VTV VANGUARD INDEX FDS3.8K shares-3.98%2026-03-312026-04-15

VCV INVESCO CALIF VALUE MUN INCO70.4K shares1.76%2026-03-312026-04-15

Sponsored

VLUE ISHARES TR5.1K shares-0.16%2026-03-312026-04-15

ZAPR INNOVATOR ETFS TRUST27.7K shares0.00%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC2.1K shares-4.81%2026-03-312026-04-15

LMUB ISHARES TR14.2K sharesnew addition2026-03-312026-04-15

OCTU AIM ETF PRODUCTS TRUST25.5K shares-3.80%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F12.4K shares0.93%2026-03-312026-04-15

GLD SPDR GOLD TR1.6K shares-1.83%2026-03-312026-04-15

COP CONOCOPHILLIPS5.2K shares22.80%2026-03-312026-04-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC1.4K shares8.39%2026-03-312026-04-15

USMV ISHARES TR7.4K shares-3.34%2026-03-312026-04-15

TJX TJX COS INC NEW4.3K shares0.54%2026-03-312026-04-15

XCEM COLUMBIA ETF TR II16.6K shares-9.27%2026-03-312026-04-15

WPM WHEATON PRECIOUS METALS CORP5.1K shares-19.75%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF17.3K shares-0.87%2026-03-312026-04-15

IWF ISHARES TR1.5K shares0.06%2026-03-312026-04-15

RTX RTX CORPORATION3.4K shares-4.32%2026-03-312026-04-15

Sponsored

GSK PLC GSK PLC11.8K shares-0.18%2026-03-312026-04-15

CRM SALESFORCE INC3.4K shares3.42%2026-03-312026-04-15

MCD MCDONALDS CORP2.1K shares-6.34%2026-03-312026-04-15

SBUX STARBUCKS CORP7.1K shares29.20%2026-03-312026-04-15

PEP PEPSICO INC4.1K shares4.64%2026-03-312026-04-15

F FORD MTR CO54.1K shares-4.66%2026-03-312026-04-15

BDX BECTON DICKINSON & CO4.0K shares66.69%2026-03-312026-04-15

MAXJ ISHARES TR22.0K shares0.00%2026-03-312026-04-15

Sponsored

MAYW AIM ETF PRODUCTS TRUST18.3K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS1.4K shares-6.31%2026-03-312026-04-15

HON HONEYWELL INTL INC2.7K shares-1.09%2026-03-312026-04-15

ZJAN INNOVATOR ETFS TRUST22.5K sharesnew addition2026-03-312026-04-15

VCSH VANGUARD SCOTTSDALE FDS7.7K shares-4.55%2026-03-312026-04-15

MS MORGAN STANLEY3.7K shares-0.38%2026-03-312026-04-15

SOXX ISHARES TR1.8K shares3.71%2026-03-312026-04-15

CEV EATON VANCE CALIF MUN INCOM59.1K shares1.46%2026-03-312026-04-15

Sponsored

XLG INVESCO EXCHANGE TRADED FD T10.9K shares-0.98%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC6.8K shares-1.50%2026-03-312026-04-15

LOW LOWES COS INC2.5K shares-2.81%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR11.9K shares0.11%2026-03-312026-04-15

PFE PFIZER INC20.8K shares20.79%2026-03-312026-04-15

EMXC ISHARES INC7.4K shares-11.74%2026-03-312026-04-15

IWM ISHARES TR2.3K shares12.28%2026-03-312026-04-15

USFR WISDOMTREE TR11.3K sharesnew addition2026-03-312026-04-15

Sponsored

BKNG BOOKING HOLDINGS INC134 shares-12.99%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST14.5K shares-1.74%2026-03-312026-04-15

ELV ELEVANCE HEALTH INC FORMERLY1.9K sharesnew addition2026-03-312026-04-15

ZSEP INNOVATOR ETFS TRUST21.0K shares0.00%2026-03-312026-04-15

SYSB ISHARES TR6.3K shares11.88%2026-03-312026-04-15

LCTU BLACKROCK ETF TRUST8.0K shares13.29%2026-03-312026-04-15

DFAU DIMENSIONAL ETF TRUST12.3K shares0.06%2026-03-312026-04-15

USB US BANCORP10.6K shares-30.83%2026-03-312026-04-15

Sponsored

LAMR LAMAR ADVERTISING CO4.3K shares-5.38%2026-03-312026-04-15

NNOV INNOVATOR ETFS TRUST19.4K shares51.42%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP3.0K shares-0.57%2026-03-312026-04-15

QCOM QUALCOMM INC4.2K shares-22.73%2026-03-312026-04-15

DIS DISNEY WALT CO5.5K shares-2.81%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS6.8K shares-3.23%2026-03-312026-04-15

VOT VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-15

AEM AGNICO EAGLE MINES LTD2.6K shares0.12%2026-03-312026-04-15

Sponsored

WM WASTE MGMT INC DEL2.3K shares1.39%2026-03-312026-04-15

APD AIR PRODUCTS AND CHEMICALS I1.8K shares41.27%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR4.7K shares0.00%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP850 shares-16.01%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR8.4K shares18.62%2026-03-312026-04-15

APRW AIM ETF PRODUCTS TRUST14.3K shares0.00%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR11.0K shares0.04%2026-03-312026-04-15

TFC TRUIST FINL CORP10.9K shares-7.28%2026-03-312026-04-15

Sponsored

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST26.3K shares0.00%2026-03-312026-04-15

AMT AMERICAN TOWER CORP2.9K shares35.37%2026-03-312026-04-15

OMC OMNICOM GROUP INC6.6K shares35.74%2026-03-312026-04-15

RMI RIVERNORTH OPPORTUNISTIC MUN32.5K shares0.00%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares23.99%2026-03-312026-04-15

EJAN INNOVATOR ETFS TRUST14.2K shares72.27%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares8.73%2026-03-312026-04-15

PMAR INNOVATOR ETFS TRUST10.6K shares34.10%2026-03-312026-04-15

Sponsored

ITW ILLINOIS TOOL WKS INC1.8K shares1.89%2026-03-312026-04-15

ORLY OREILLY AUTOMOTIVE INC5.0K shares0.20%2026-03-312026-04-15

MO ALTRIA GROUP INC7.0K shares-5.09%2026-03-312026-04-15

LYG LLOYDS BANKING GROUP PLC89.6K shares-0.07%2026-03-312026-04-15

ETR ENTERGY CORP NEW4.0K shares-1.14%2026-03-312026-04-15

IWD ISHARES TR2.1K shares0.05%2026-03-312026-04-15

IFRA ISHARES TR7.8K shares-4.76%2026-03-312026-04-15

PAUG INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-04-15

Sponsored

HII HUNTINGTON INGALLS INDS INC1.2K shares-9.71%2026-03-312026-04-15

HDV ISHARES TR3.2K shares0.06%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-15

FIS FIDELITY NATL INFORMATION SV9.0K shares47.58%2026-03-312026-04-15

SIZE ISHARES TR2.6K shares0.38%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS5.7K shares19.54%2026-03-312026-04-15

JMOM J P MORGAN EXCHANGE TRADED F6.1K shares-0.16%2026-03-312026-04-15

SYK STRYKER CORPORATION1.3K shares35.58%2026-03-312026-04-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.1K sharesnew addition2026-03-312026-04-15

GBTC GRAYSCALE BITCOIN TRUST ETF7.8K shares-1.90%2026-03-312026-04-15

ITA ISHARES TR1.9K shares-80.86%2026-03-312026-04-15

SHEL SHELL PLC4.4K shares3.82%2026-03-312026-04-15

PJUN INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F2.9K shares0.00%2026-03-312026-04-15

RY ROYAL BK CDA2.5K shares0.24%2026-03-312026-04-15

VBR VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-15

Sponsored

MCK MCKESSON CORP462 shares-1.28%2026-03-312026-04-15

BAC BANK AMERICA CORP8.2K shares-29.00%2026-03-312026-04-15

BALL BALL CORP6.6K shares0.02%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP1.3K shares-2.53%2026-03-312026-04-15

MDY STATE STR SPDR S&P MIDCAP 40626 shares29.07%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.9K shares-0.75%2026-03-312026-04-15

MARW AIM ETF PRODUCTS TRUST11.1K shares0.00%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC3.3K shares2.03%2026-03-312026-04-15

Sponsored

SYY SYSCO CORP5.3K shares-4.55%2026-03-312026-04-15

ESGE ISHARES INC8.1K shares-9.61%2026-03-312026-04-15

SGOV ISHARES TR3.7K sharesnew addition2026-03-312026-04-15

VIPER ENERGY INC VIPER ENERGY INC7.8K shares-0.26%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC6.2K shares1.40%2026-03-312026-04-15

GNMA ISHARES TR8.3K shares-18.46%2026-03-312026-04-15

DOC HEALTHPEAK PROPERTIES INC22.2K shares33.69%2026-03-312026-04-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.1K shares-0.57%2026-03-312026-04-15

Sponsored

CL COLGATE PALMOLIVE CO4.2K shares1.92%2026-03-312026-04-15

AAPR INNOVATOR ETFS TRUST12.5K shares0.00%2026-03-312026-04-15

DSI ISHARES TR2.9K shares12.65%2026-03-312026-04-15

SFLR INNOVATOR ETFS TRUST9.9K shares10.58%2026-03-312026-04-15

FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.04%2026-03-312026-04-15

PJAN INNOVATOR ETFS TRUST7.5K sharesnew addition2026-03-312026-04-15

ZFEB INNOVATOR ETFS TRUST13.6K shares0.00%2026-03-312026-04-15

KKR & CO INC KKR & CO INC3.7K shares8.48%2026-03-312026-04-15

Sponsored

VNQ VANGUARD INDEX FDS3.8K shares-6.86%2026-03-312026-04-15

SDY SPDR SERIES TRUST2.3K shares0.13%2026-03-312026-04-15

SBRA SABRA HEALTH CARE REIT INC17.6K shares0.15%2026-03-312026-04-15

DECU AIM ETF PRODUCTS TRUST12.6K shares0.00%2026-03-312026-04-15

SRE SEMPRA3.4K shares0.20%2026-03-312026-04-15

IBDT ISHARES TR13.2K shares0.00%2026-03-312026-04-15

AJUL INNOVATOR ETFS TRUST11.4K shares0.00%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR3.9K shares0.00%2026-03-312026-04-15

Sponsored

XLP SELECT SECTOR SPDR TR4.0K shares0.05%2026-03-312026-04-15

AVUS AMERICAN CENTY ETF TR2.9K shares0.00%2026-03-312026-04-15

NVS NOVARTIS AG2.1K shares-19.46%2026-03-312026-04-15

FEZ SPDR INDEX SHS FDS5.1K shares0.00%2026-03-312026-04-15

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-04-15

MLM MARTIN MARIETTA MATLS INC537 shares0.19%2026-03-312026-04-15

VBK VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-15

MPC MARATHON PETE CORP1.3K shares-19.59%2026-03-312026-04-15

Sponsored

ISHARES TR ISHARES TR12.5K shares0.00%2026-03-312026-04-15

PDEC INNOVATOR ETFS TRUST7.2K shares0.00%2026-03-312026-04-15

FNV FRANCO NEV CORP1.2K shares-20.37%2026-03-312026-04-15

EMB ISHARES TR3.3K shares-79.99%2026-03-312026-04-15

AFL AFLAC INC2.8K shares1.77%2026-03-312026-04-15

EIX EDISON INTL4.1K sharesnew addition2026-03-312026-04-15

KMI KINDER MORGAN INC DEL9.0K shares-14.20%2026-03-312026-04-15

HFSI HARTFORD FDS EXCHANGE TRADED8.7K shares1.55%2026-03-312026-04-15

Sponsored

IQV IQVIA HLDGS INC1.8K shares3.71%2026-03-312026-04-15

BSM BLACK STONE MINERALS L P19.7K shares0.00%2026-03-312026-04-15

GEV GE VERNOVA INC339 shares-8.63%2026-03-312026-04-15

ABT ABBOTT LABORATORIES2.9K shares-2.98%2026-03-312026-04-15

AGG ISHARES TR3.0K shares-3.78%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE1.0K shares-11.95%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC1.1K shares-39.32%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP2.4K shares-13.27%2026-03-312026-04-15

Sponsored

XLK SELECT SECTOR SPDR TR2.2K shares14.08%2026-03-312026-04-15

GPC GENUINE PARTS CO2.7K shares26.07%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP829 shares-15.41%2026-03-312026-04-15

PAPR INNOVATOR ETFS TRUST7.1K shares0.00%2026-03-312026-04-15

PPA INVESCO EXCHANGE TRADED FD T1.7K shares0.00%2026-03-312026-04-15

ADI ANALOG DEVICES INC883 shares-22.81%2026-03-312026-04-15

VGK VANGUARD INTL EQUITY INDEX F3.4K shares0.39%2026-03-312026-04-15

USXF ISHARES TR5.0K shares23.62%2026-03-312026-04-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.4K shares-3.94%2026-03-312026-04-15

MART AIM ETF PRODUCTS TRUST7.2K shares0.00%2026-03-312026-04-15

STRV EA SERIES TRUST6.5K shares0.28%2026-03-312026-04-15

NUE NUCOR CORP1.6K shares0.06%2026-03-312026-04-15

IWP ISHARES TR2.1K shares0.00%2026-03-312026-04-15

EBAY EBAY INC.3.0K shares-21.54%2026-03-312026-04-15

QCJA FIRST TR EXCHNG TRADED FD VI12.4K shares0.00%2026-03-312026-04-15

ARCC ARES CAPITAL CORP14.6K shares-1.59%2026-03-312026-04-15

Sponsored

LINDE PLC LINDE PLC530 shares-13.54%2026-03-312026-04-15

INTC INTEL CORP5.9K shares1.85%2026-03-312026-04-15

AON PLC AON PLC793 shares37.91%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II1.1K shares-7.03%2026-03-312026-04-15

ICVT ISHARES TR2.5K shares-17.83%2026-03-312026-04-15

SCHB SCHWAB STRATEGIC TR10.1K shares-7.72%2026-03-312026-04-15

MCHP MICROCHIP TECHNOLOGY INC.3.9K shares-0.10%2026-03-312026-04-15

LHX L3HARRIS TECHNOLOGIES INC728 shares-27.56%2026-03-312026-04-15

Sponsored

IJUL INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-15

LII LENNOX INTL INC529 shares0.00%2026-03-312026-04-15

RB GLOBAL INC RB GLOBAL INC2.6K shares0.39%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR9.9K shares-2.22%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC623 shares-4.89%2026-03-312026-04-15

AVDV AMERICAN CENTY ETF TR2.4K shares0.00%2026-03-312026-04-15

BSMT INVESCO EXCH TRD SLF IDX FD10.4K sharesnew addition2026-03-312026-04-15

BA BOEING CO1.2K shares13.77%2026-03-312026-04-15

Sponsored

AOCT INNOVATOR ETFS TRUST9.1K shares0.00%2026-03-312026-04-15

POCT INNOVATOR ETFS TRUST5.5K sharesnew addition2026-03-312026-04-15

HIMU BLACKROCK ETF TRUST II5.0K shares-7.26%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC2.1K shares3.00%2026-03-312026-04-15

BMAR INNOVATOR ETFS TRUST4.5K sharesnew addition2026-03-312026-04-15

FLNG FLEX LNG LTD7.8K sharesnew addition2026-03-312026-04-15

FXL FIRST TR EXCHANGE-TRADED FD1.5K shares0.00%2026-03-312026-04-15

CMG CHIPOTLE MEXICAN GRILL INC7.2K shares-5.24%2026-03-312026-04-15

Sponsored

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-04-15

ES EVERSOURCE ENERGY3.3K shares-0.72%2026-03-312026-04-15

IBDR ISHARES TR9.4K shares0.00%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST3.6K shares0.14%2026-03-312026-04-15

AG FIRST MAJESTIC SILVER CORP10.5K shares-28.98%2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.3K sharesnew addition2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L5.9K sharesnew addition2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR1.5K shares0.00%2026-03-312026-04-15

Sponsored

DBEU DBX ETF TR4.5K shares0.00%2026-03-312026-04-15

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.25%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-04-15

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares0.37%2026-03-312026-04-15

FCAL FIRST TR EXCH TRADED FD III4.4K shares0.84%2026-03-312026-04-15

SEPU AIM ETF PRODUCTS TRUST7.7K shares0.00%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR8.4K shares0.07%2026-03-312026-04-15

IBDS ISHARES TR8.9K shares0.00%2026-03-312026-04-15

Sponsored

UNP UNION PAC CORP879 sharesnew addition2026-03-312026-04-15

AR ANTERO RESOURCES CORP5.0K sharesnew addition2026-03-312026-04-15

ICE INTERCONTINENTAL EXCHANGE IN1.3K sharesnew addition2026-03-312026-04-15

PFEB INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-04-15

CSX CSX CORP5.1K sharesnew addition2026-03-312026-04-15

ADSK AUTODESK INC876 shares-3.10%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC582 sharesnew addition2026-03-312026-04-15

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-04-15

CVS CVS HEALTH CORP2.9K shares-0.42%2026-03-312026-04-15

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-04-15

AUGW AIM ETF PRODUCTS TRUST6.4K shares0.00%2026-03-312026-04-15

QQQX NUVEEN NASDAQ 100 DYNAMIC OV7.6K shares0.00%2026-03-312026-04-15

GLW CORNING INC1.5K sharesnew addition2026-03-312026-04-15

W WAYFAIR INC2.7K shares0.00%2026-03-312026-04-15

BCRX BIOCRYST PHARMACEUTICALS INC20.0K shares0.00%2026-03-312026-04-15

Sponsored

SVM SILVERCORP METALS INC14.1K shares-31.06%2026-03-312026-04-15

FSM FORTUNA MNG CORP14.5K shares-31.00%2026-03-312026-04-15

CLF CLEVELAND-CLIFFS INC NEW15.5K shares0.00%2026-03-312026-04-15

FFWM FIRST FNDTN INC16.3K shares0.00%2026-03-312026-04-15

NG NOVAGOLD RESOURCES INC10.2K shares0.00%2026-03-312026-04-15

IBRX IMMUNITYBIO INC11.0K sharesnew addition2026-03-312026-04-15

TMQ TRILOGY METALS INC NEW21.1K shares0.00%2026-03-312026-04-15

NB NIOCORP DEVS LTD15.1K shares0.00%2026-03-312026-04-15

Sponsored

BITF BITFARMS LTD23.8K shares1.06%2026-03-312026-04-15

AREC AMERICAN RES CORP13.5K shares0.00%2026-03-312026-04-15

IAUX I-80 GOLD CORP17.2K shares0.00%2026-03-312026-04-15

PLUG PLUG PWR INC10.6K shares0.00%2026-03-312026-04-15

URG UR-ENERGY INC10.3K shares0.00%2026-03-312026-04-15

AAPL

APPLE INC

-2.08%

Shares164.6K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

9.03%

Shares45.9K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

-2.60%

Shares357.7K

Event2026-03-31

Filed2026-04-15

DYNF

BLACKROCK ETF TRUST

-2.21%

Shares409.6K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-10.40%

Shares80.4K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

1.86%

Shares144.1K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

-1.13%

Shares78.8K

Event2026-03-31

Filed2026-04-15

EFV

ISHARES TR

-18.36%

Shares199.0K

Event2026-03-31

Filed2026-04-15

SCHZ

SCHWAB STRATEGIC TR

7.16%

Shares589.0K

Event2026-03-31

Filed2026-04-15

CORO

BLACKROCK ETF TRUST

New

Shares380.9K

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-4.98%

Shares17.0K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.45%

Shares25.7K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

-4.21%

Shares24.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

8.64%

Shares14.8K

Event2026-03-31

Filed2026-04-15

THRO

BLACKROCK ETF TRUST

9.65%

Shares243.9K

Event2026-03-31

Filed2026-04-15

BAI

BLACKROCK ETF TRUST

7.29%

Shares267.1K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-3.21%

Shares49.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-2.48%

Shares29.1K

Event2026-03-31

Filed2026-04-15

ESGU

ISHARES TR

-2.74%

Shares56.4K

Event2026-03-31

Filed2026-04-15

IEMG

ISHARES INC

-9.95%

Shares110.6K

Event2026-03-31

Filed2026-04-15

IUSB

ISHARES TR

10.63%

Shares166.8K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-2.33%

Shares35.2K

Event2026-03-31

Filed2026-04-15

OEF

ISHARES TR

-65.24%

Shares21.5K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

-1.65%

Shares45.2K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-2.10%

Shares22.6K

Event2026-03-31

Filed2026-04-15

EFG

ISHARES TR

94.70%

Shares58.1K

Event2026-03-31

Filed2026-04-15

BLCR

BLACKROCK ETF TRUST

New

Shares157.2K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

-1.71%

Shares100.5K

Event2026-03-31

Filed2026-04-15

SPEM

SPDR INDEX SHS FDS

-37.37%

Shares136.9K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-4.85%

Shares21.8K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-1.89%

Shares10.3K

Event2026-03-31

Filed2026-04-15

TSLA

TESLA INC

1.11%

Shares15.6K

Event2026-03-31

Filed2026-04-15

COST

COSTCO WHOLESALE CORPORATION

1.39%

Shares5.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-1.50%

Shares21.8K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-3.81%

Shares11.3K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-1.66%

Shares18.4K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

8.87%

Shares56.8K

Event2026-03-31

Filed2026-04-15

SPMO

INVESCO EXCH TRADED FD TR II

7.70%

Shares46.4K

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

766.35%

Shares227.0K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.71%

Shares22.4K

Event2026-03-31

Filed2026-04-15

VCIT

VANGUARD SCOTTSDALE FDS

4.31%

Shares55.3K

Event2026-03-31

Filed2026-04-15

PFF

ISHARES TR

-1.20%

Shares141.3K

Event2026-03-31

Filed2026-04-15

SHLD

GLOBAL X FDS

34.18%

Shares58.7K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

-0.89%

Shares12.8K

Event2026-03-31

Filed2026-04-15

MTUM

ISHARES TR

3.53%

Shares15.3K

Event2026-03-31

Filed2026-04-15

HYG

ISHARES TR

-1.77%

Shares44.5K

Event2026-03-31

Filed2026-04-15

IVLU

ISHARES TR

-3.21%

Shares89.1K

Event2026-03-31

Filed2026-04-15

CVX

CHEVRON CORPORATION

-1.06%

Shares16.4K

Event2026-03-31

Filed2026-04-15

IYW

ISHARES TR

-6.99%

Shares18.5K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-0.01%

Shares19.5K

Event2026-03-31

Filed2026-04-15

TLH

ISHARES TR

1.79%

Shares32.8K

Event2026-03-31

Filed2026-04-15

MAR

MARRIOTT INTL INC NEW

-0.59%

Shares9.8K

Event2026-03-31

Filed2026-04-15