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

Currently, Darwin Wealth Management, LLC holds 604 types of securities in its portfolio with a total value $321.0M. In the most recent quarter, they have increased their positions in MBB (+80.9K shares, valued at $7.7M), MMIT (+270.3K shares, valued at $6.5M), JBL (+8.8K shares, valued at $2.3M); decreased their positions in CLOB (-154.6K shares, valued at $7.7M), IEI (-45.0K shares, valued at $5.3M), QQEW (-25.6K shares, valued at $3.2M); initiated new positions in MBB (+80.9K shares, valued at $7.7M), MMIT (+270.3K shares, valued at $6.5M), HODL (+78.4K shares, valued at $1.5M).

1M P&L

-3.0M-0.94%

3M P&L

-39.0M-11.05%

HY P&L

-35.5M-10.18%

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/A212.7M

73.9%

2Semiconductors8.8M

3.1%

3Software - Application7.2M

2.5%

Top Industries by Stock Count

1N/A269 stocks

48.6%

2Software - Application13 stocks

2.3%

3Semiconductors13 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CLOI VANECK ETF TRUST259.3K shares0.01%2026-03-312026-05-01

AFIF TWO RDS SHARED TR1.4M shares10.04%2026-03-312026-05-01

EFA ISHARES TR133.7K shares-15.05%2026-03-312026-05-01

UCON FIRST TR EXCHNG TRADED FD VI416.7K shares15.91%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR77.5K shares-5.31%2026-03-312026-05-01

MGK VANGUARD WORLD FD26.8K shares-7.49%2026-03-312026-05-01

LMBS FIRST TR EXCHANGE-TRADED FD186.1K shares6.69%2026-03-312026-05-01

EMXC ISHARES INC109.5K shares-23.76%2026-03-312026-05-01

Sponsored

MBB ISHARES TR80.9K sharesnew addition2026-03-312026-05-01

BOND PIMCO ETF TR74.2K shares0.13%2026-03-312026-05-01

MMIT NEW YORK LIFE INVTS ACTIVE E270.3K sharesnew addition2026-03-312026-05-01

FTGC FIRST TR EXCHANGE TRAD FD VI226.8K shares43.20%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR11.1K shares-22.10%2026-03-312026-05-01

XLC SELECT SECTOR SPDR TR52.4K shares8.26%2026-03-312026-05-01

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR172.3K shares-7.60%2026-03-312026-05-01

MSFT MICROSOFT CORP13.3K shares25.88%2026-03-312026-05-01

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI112.0K shares45.82%2026-03-312026-05-01

DSTL ETF SER SOLUTIONS76.3K shares-9.01%2026-03-312026-05-01

IWF ISHARES TR9.8K shares7.78%2026-03-312026-05-01

QQEW FIRST TR EXCHANGE-TRADED FD31.2K shares-45.04%2026-03-312026-05-01

SPYG SPDR SERIES TRUST39.7K shares-23.24%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP17.6K shares-5.34%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR25.1K shares8.44%2026-03-312026-05-01

KO COCA COLA CO48.4K shares19.59%2026-03-312026-05-01

Sponsored

HYLS FIRST TR EXCHANGE-TRADED FD89.0K shares42.83%2026-03-312026-05-01

ALPHABET INC ALPHABET INC12.4K shares2.25%2026-03-312026-05-01

NFLX NETFLIX INC.36.8K shares51.15%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR32.1K shares-0.20%2026-03-312026-05-01

QAI NEW YORK LIFE INVESTMENTS ET100.6K shares-7.41%2026-03-312026-05-01

AMZN AMAZON COM INC16.3K shares9.37%2026-03-312026-05-01

ADI ANALOG DEVICES INC9.9K shares14.05%2026-03-312026-05-01

MOAT VANECK ETF TRUST31.6K shares-25.13%2026-03-312026-05-01

Sponsored

VRT VERTIV HOLDINGS CO11.9K shares11.78%2026-03-312026-05-01

SDVY FIRST TR EXCHANGE TRADED FD73.3K shares-5.99%2026-03-312026-05-01

DYN DYNE THERAPEUTICS INC154.9K shares34.35%2026-03-312026-05-01

AAPL APPLE INC11.0K shares-3.22%2026-03-312026-05-01

BROADCOM INC BROADCOM INC8.7K shares15.16%2026-03-312026-05-01

ICE INTERCONTINENTAL EXCHANGE IN16.6K shares30.57%2026-03-312026-05-01

HFND TIDAL TRUST I110.4K shares-10.05%2026-03-312026-05-01

TE CONNECTIVITY PLC TE CONNECTIVITY PLC11.5K shares31.75%2026-03-312026-05-01

Sponsored

XLF SELECT SECTOR SPDR TR48.6K shares-43.26%2026-03-312026-05-01

TJX TJX COS INC NEW14.8K shares26.19%2026-03-312026-05-01

JBL JABIL INC8.9K shares49133.33%2026-03-312026-05-01

V VISA INC7.6K shares29.95%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC6.4K shares-0.08%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR27.9K shares119.27%2026-03-312026-05-01

ITA ISHARES TR10.2K shares5.79%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR13.4K shares-11.61%2026-03-312026-05-01

Sponsored

CSCO CISCO SYS INC27.7K shares25.86%2026-03-312026-05-01

RDVY FIRST TR EXCHANGE TRADED FD30.8K shares31.75%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC27.9K shares66.54%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC9.8K shares44.53%2026-03-312026-05-01

WDAY WORKDAY INC15.2K shares67.25%2026-03-312026-05-01

HWM HOWMET AEROSPACE INC8.6K shares21.33%2026-03-312026-05-01

QCOM QUALCOMM INC14.9K shares42.06%2026-03-312026-05-01

XME SPDR SERIES TRUST17.4K shares-6.94%2026-03-312026-05-01

Sponsored

CTA SIMPLIFY EXCHANGE TRADED FUN59.5K shares-6.42%2026-03-312026-05-01

FVAL FIDELITY COVINGTON TRUST25.9K shares44.10%2026-03-312026-05-01

ADSK AUTODESK INC7.2K shares52.54%2026-03-312026-05-01

HD HOME DEPOT INC5.1K shares2.73%2026-03-312026-05-01

FTCS FIRST TR EXCHANGE-TRADED FD17.7K shares-6.74%2026-03-312026-05-01

GLOF ISHARES TR31.5K shares-5.77%2026-03-312026-05-01

HODL VANECK BITCOIN ETF78.4K sharesnew addition2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP23.7K shares45.70%2026-03-312026-05-01

Sponsored

MT ARCELORMITTAL SA LUXEMBOURG27.1K shares9.66%2026-03-312026-05-01

OEF ISHARES TR4.4K shares0.14%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares-7.58%2026-03-312026-05-01

KKR & CO INC KKR & CO INC14.5K shares42.17%2026-03-312026-05-01

NVDA NVIDIA CORPORATION7.4K shares37.75%2026-03-312026-05-01

FTLS FIRST TR EXCH TRADED FD III18.3K shares-49.23%2026-03-312026-05-01

FTSM FIRST TR EXCHANGE-TRADED FD20.6K shares40.47%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION1.2K shares46.41%2026-03-312026-05-01

Sponsored

IHI ISHARES TR22.0K sharesnew addition2026-03-312026-05-01

ALPHABET INC ALPHABET INC4.0K shares-13.02%2026-03-312026-05-01

INTU INTUIT2.6K shares41.04%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.2K shares-0.99%2026-03-312026-05-01

GLD SPDR GOLD TR2.5K shares4.23%2026-03-312026-05-01

GVI ISHARES TR10.0K shares25.55%2026-03-312026-05-01

RTX RTX CORPORATION5.0K shares0.08%2026-03-312026-05-01

META META PLATFORMS INC1.6K shares89.76%2026-03-312026-05-01

Sponsored

SRLN SSGA ACTIVE ETF TR20.1K shares-4.32%2026-03-312026-05-01

PTF INVESCO EXCHANGE TRADED FD T9.0K shares-4.94%2026-03-312026-05-01

IWD ISHARES TR3.3K shares4.47%2026-03-312026-05-01

IWY ISHARES TR2.9K shares-12.28%2026-03-312026-05-01

PHDG INVESCO ACTIVELY MANAGED EXC17.3K shares-4.73%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO2.2K shares0.14%2026-03-312026-05-01

BLV VANGUARD BD INDEX FDS9.3K shares5.28%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC5.7K shares4.45%2026-03-312026-05-01

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP15.4K shares3.53%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS2.5K shares0.08%2026-03-312026-05-01

MA MASTERCARD INCORPORATED1.1K shares18.88%2026-03-312026-05-01

RDVI FIRST TR EXCHANGE-TRADED FD20.4K shares5.47%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T792 shares-70.43%2026-03-312026-05-01

PWB INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-05-01

VTI VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC9.1K shares1.83%2026-03-312026-05-01

Sponsored

HON HONEYWELL INTL INC2.0K shares-0.20%2026-03-312026-05-01

ETHV VANECK ETHEREUM TR14.6K sharesnew addition2026-03-312026-05-01

RCL ROYAL CARIBBEAN GROUP1.6K shares0.12%2026-03-312026-05-01

LGLV SPDR SERIES TRUST2.4K shares0.21%2026-03-312026-05-01

USAR USA RARE EARTH INC28.6K shares0.00%2026-03-312026-05-01

AMAT APPLIED MATLS INC1.2K shares-33.41%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON1.6K shares0.13%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE1.3K shares-21.90%2026-03-312026-05-01

Sponsored

ABBV ABBVIE INC1.7K shares7.73%2026-03-312026-05-01

FNDX SCHWAB STRATEGIC TR13.5K shares-12.80%2026-03-312026-05-01

IJR ISHARES TR3.0K shares-6.53%2026-03-312026-05-01

ETFS GOLD TR ETFS GOLD TR8.3K shares-1.71%2026-03-312026-05-01

RJF RAYMOND JAMES FINL INC2.4K shares0.33%2026-03-312026-05-01

NOBL PROSHARES TR3.3K shares0.21%2026-03-312026-05-01

FDMO FIDELITY COVINGTON TRUST4.3K shares0.09%2026-03-312026-05-01

LOW LOWES COS INC1.5K shares-32.40%2026-03-312026-05-01

Sponsored

AOK ISHARES TR8.6K shares0.26%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS550 shares0.00%2026-03-312026-05-01

TMUS T-MOBILE US INC1.6K shares0.39%2026-03-312026-05-01

LLY ELI LILLY & CO335 shares-9.70%2026-03-312026-05-01

WMT WALMART INC2.4K shares-85.84%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC1.1K shares0.64%2026-03-312026-05-01

TSLA TESLA INC759 shares-9.75%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares0.72%2026-03-312026-05-01

Sponsored

LSCC LATTICE SEMICONDUCTOR CORP3.0K sharesnew addition2026-03-312026-05-01

T AT&T INC9.4K shares0.06%2026-03-312026-05-01

DRI DARDEN RESTAURANTS INC1.4K shares6113.64%2026-03-312026-05-01

FLEX FLEXTRONICS INTL LTD3.9K sharesnew addition2026-03-312026-05-01

SPGP INVESCO EXCHANGE TRADED FD T2.4K shares6.46%2026-03-312026-05-01

IVV ISHARES TR384 shares-5.65%2026-03-312026-05-01

MTUM ISHARES TR1.0K shares0.39%2026-03-312026-05-01

NOW SERVICENOW INC2.3K shares86.85%2026-03-312026-05-01

Sponsored

CLOB VANECK ETF TRUST4.9K shares-96.93%2026-03-312026-05-01

SPGI S&P GLOBAL INC564 shares13.48%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares27.13%2026-03-312026-05-01

GAUG FIRST TR EXCHNG TRADED FD VI5.8K shares-51.64%2026-03-312026-05-01

IWR ISHARES TR2.1K shares65.47%2026-03-312026-05-01

FDLO FIDELITY COVINGTON TRUST3.1K shares0.42%2026-03-312026-05-01

FDL FIRST TR EXCHANGE-TRADED FD3.9K shares-0.94%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC421 shares12.87%2026-03-312026-05-01

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL404 sharesnew addition2026-03-312026-05-01

IEI ISHARES TR1.6K shares-96.55%2026-03-312026-05-01

MDY STATE STR SPDR S&P MIDCAP 40305 shares0.33%2026-03-312026-05-01

SPMO INVESCO EXCH TRADED FD TR II1.6K shares0.06%2026-03-312026-05-01

AMGN AMGEN INC522 shares2.55%2026-03-312026-05-01

PG PROCTER & GAMBLE CO1.2K shares-3.02%2026-03-312026-05-01

MCD MCDONALDS CORP566 shares0.71%2026-03-312026-05-01

CAT CATERPILLAR INC247 shares0.00%2026-03-312026-05-01

Sponsored

LMT LOCKHEED MARTIN CORP281 shares-1.06%2026-03-312026-05-01

FDN FIRST TR EXCHANGE-TRADED FD703 shares-0.57%2026-03-312026-05-01

CCL CARNIVAL CORP6.2K shares0.27%2026-03-312026-05-01

FAUG FIRST TR EXCHNG TRADED FD VI3.0K shares-65.16%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR2.5K shares-94.07%2026-03-312026-05-01

IWM ISHARES TR595 shares4.75%2026-03-312026-05-01

QTEC FIRST TR EXCHANGE-TRADED FD673 shares-0.15%2026-03-312026-05-01

DEED FIRST TR EXCHNG TRADED FD VI6.8K shares0.34%2026-03-312026-05-01

Sponsored

SPYM SPDR SERIES TRUST1.9K shares0.16%2026-03-312026-05-01

EMB ISHARES TR1.5K shares89.27%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS1.9K shares34.49%2026-03-312026-05-01

FVD FIRST TR EXCHANGE-TRADED FD3.0K shares0.37%2026-03-312026-05-01

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II1.8K shares-6.69%2026-03-312026-05-01

PEP PEPSICO INC842 shares-2.32%2026-03-312026-05-01

BARRICK MNG CORP BARRICK MNG CORP3.2K shares1163.20%2026-03-312026-05-01

HYG ISHARES TR1.6K shares8.03%2026-03-312026-05-01

Sponsored

BIL SPDR SERIES TRUST1.4K shares0.30%2026-03-312026-05-01

XOM EXXON MOBIL CORP727 shares1.68%2026-03-312026-05-01

KNGZ FIRST TR EXCHANGE TRADED FD3.4K shares0.00%2026-03-312026-05-01

SPYV SPDR SERIES TRUST2.1K shares0.38%2026-03-312026-05-01

DGRW WISDOMTREE TR1.4K shares0.30%2026-03-312026-05-01

IJH ISHARES TR1.6K shares0.18%2026-03-312026-05-01

IVE ISHARES TR516 shares0.19%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS724 shares0.28%2026-03-312026-05-01

Sponsored

CTAS CINTAS CORP634 shares0.00%2026-03-312026-05-01

AGG ISHARES TR1.1K shares0.19%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS432 shares0.47%2026-03-312026-05-01

BAC BANK AMERICA CORP2.1K shares0.56%2026-03-312026-05-01

FDRR FIDELITY COVINGTON TRUST1.8K shares0.57%2026-03-312026-05-01

ANGL VANECK ETF TRUST3.5K shares-19.26%2026-03-312026-05-01

PEG PUBLIC SVC ENTERPRISE GROUP1.2K sharesnew addition2026-03-312026-05-01

SBUX STARBUCKS CORP1.1K shares-28.84%2026-03-312026-05-01

Sponsored

AOM ISHARES TR2.1K shares-12.30%2026-03-312026-05-01

PFXF VANECK ETF TRUST5.6K shares7.64%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP1.0K shares0.00%2026-03-312026-05-01

CVX CHEVRON CORPORATION453 shares0.00%2026-03-312026-05-01

DSU BLACKROCK DEBT STRATEGIES FD9.8K shares0.00%2026-03-312026-05-01

IWP ISHARES TR724 shares-4.74%2026-03-312026-05-01

ONEQ FIDELITY COMWLTH TR1.1K shares0.00%2026-03-312026-05-01

NEE NEXTERA ENERGY INC986 shares0.41%2026-03-312026-05-01

Sponsored

ABL ABACUS GLOBAL MGMT INC11.5K shares0.00%2026-03-312026-05-01

FSEP FIRST TR EXCHNG TRADED FD VI1.7K shares-70.22%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND181 shares0.56%2026-03-312026-05-01

O REALTY INCOME CORP1.3K shares1.95%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC535 shares-27.21%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC458 shares0.44%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC611 shares-0.16%2026-03-312026-05-01

DE DEERE & CO133 shares0.00%2026-03-312026-05-01

Sponsored

AZO AUTOZONE INC22 shares4.76%2026-03-312026-05-01

SHY ISHARES TR852 shares0.59%2026-03-312026-05-01

TDIV FIRST TR EXCHANGE TRADED FD738 shares0.27%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW507 shares0.40%2026-03-312026-05-01

SPAB SPDR SERIES TRUST2.7K shares0.26%2026-03-312026-05-01

AAAU GOLDMAN SACHS PHYSICAL GOLD1.5K shares-27.67%2026-03-312026-05-01

VUG VANGUARD INDEX FDS157 shares0.00%2026-03-312026-05-01

IEFA ISHARES TR756 shares48.53%2026-03-312026-05-01

Sponsored

FID FIRST TR EXCHANGE TRADED FD3.3K shares0.65%2026-03-312026-05-01

UNP UNION PAC CORP280 shares0.00%2026-03-312026-05-01

WM WASTE MGMT INC DEL291 shares-30.38%2026-03-312026-05-01

SNDA SONIDA SENIOR LIVING INC2.0K sharesnew addition2026-03-312026-05-01

ED CONSOLIDATED EDISON INC528 shares0.00%2026-03-312026-05-01

FMAR FIRST TR EXCHNG TRADED FD VI1.2K shares0.00%2026-03-312026-05-01

SLV ISHARES SILVER TR840 shares-29.53%2026-03-312026-05-01

ULTA ULTA BEAUTY INC107 shares0.00%2026-03-312026-05-01

Sponsored

QYLD GLOBAL X FDS3.3K shares-7.90%2026-03-312026-05-01

SO SOUTHERN CO573 shares-0.17%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN271 shares0.00%2026-03-312026-05-01

IBKR INTERACTIVE BROKERS GROUP IN815 shares0.12%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC161 shares-13.44%2026-03-312026-05-01

PAYX PAYCHEX INC577 shares0.70%2026-03-312026-05-01

XAR SPDR SERIES TRUST206 shares-3.74%2026-03-312026-05-01

GIS GENERAL MILLS INC1.4K shares-3.38%2026-03-312026-05-01

Sponsored

BNDX VANGUARD CHARLOTTE FDS1.1K shares-35.82%2026-03-312026-05-01

FBND FIDELITY MERRIMACK STR TR1.1K shares1.28%2026-03-312026-05-01

ENB ENBRIDGE INC923 shares0.98%2026-03-312026-05-01

CMCSA COMCAST CORP NEW1.7K shares0.46%2026-03-312026-05-01

AGGY WISDOMTREE TR1.1K shares0.80%2026-03-312026-05-01

QUAL ISHARES TR255 shares2.00%2026-03-312026-05-01

RVMD REVOLUTION MEDICINES INC500 shares0.00%2026-03-312026-05-01

IUSV ISHARES TR470 sharesnew addition2026-03-312026-05-01

Sponsored

DGRO ISHARES TR682 shares0.44%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC176 shares-80.47%2026-03-312026-05-01

BYLD ISHARES TR2.1K shares0.62%2026-03-312026-05-01

TGT TARGET CORP373 shares0.00%2026-03-312026-05-01

IGSB ISHARES TR851 shares0.83%2026-03-312026-05-01

MAR MARRIOTT INTL INC NEW136 shares0.00%2026-03-312026-05-01

MCO MOODYS CORP101 shares0.00%2026-03-312026-05-01

CRSP CRISPR THERAPEUTICS AG925 shares0.00%2026-03-312026-05-01

Sponsored

EUFN ISHARES TR1.2K sharesnew addition2026-03-312026-05-01

PFF ISHARES TR1.4K shares0.15%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS639 shares-25.61%2026-03-312026-05-01

DXJ WISDOMTREE TR256 shares0.00%2026-03-312026-05-01

AHR AMERICAN HEALTHCARE REIT INC833 shares0.00%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC420 shares0.00%2026-03-312026-05-01

IXN ISHARES TR387 sharesnew addition2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD882 shares0.34%2026-03-312026-05-01

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FDD FIRST TR EXCHANGE-TRADED FD2.2K shares0.37%2026-03-312026-05-01

IVW ISHARES TR335 shares-13.66%2026-03-312026-05-01

PFE PFIZER INC1.4K shares0.30%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC639 shares1.59%2026-03-312026-05-01

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC481 shares0.00%2026-03-312026-05-01

XYZ BLOCK INC607 shares-3.96%2026-03-312026-05-01

BIV VANGUARD BD INDEX FDS466 sharesnew addition2026-03-312026-05-01

FBIN FORTUNE BRANDS INNOVATIONS I914 shares0.55%2026-03-312026-05-01

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ON ON SEMICONDUCTOR CORP558 shares-16.22%2026-03-312026-05-01

AFL AFLAC INC314 shares0.32%2026-03-312026-05-01

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC310 shares0.65%2026-03-312026-05-01

AGX ARGAN INC62 shares0.00%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO563 shares1.08%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC69 shares-84.97%2026-03-312026-05-01

IUSG ISHARES TR218 sharesnew addition2026-03-312026-05-01

IBB ISHARES TR200 shares0.00%2026-03-312026-05-01

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MEDP MEDPACE HLDGS INC70 shares0.00%2026-03-312026-05-01

KNG FIRST TR EXCHANGE-TRADED FD688 shares-10.88%2026-03-312026-05-01

PRU PRUDENTIAL FINL INC341 shares0.89%2026-03-312026-05-01

IXC ISHARES TR568 sharesnew addition2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F600 shares383.87%2026-03-312026-05-01

BAC-PL BANK AMERICA CORP26 shares0.00%2026-03-312026-05-01

MO ALTRIA GROUP INC467 shares-0.85%2026-03-312026-05-01

SHOP SHOPIFY INC260 shares0.00%2026-03-312026-05-01

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EIX EDISON INTL418 shares1.46%2026-03-312026-05-01

GILD GILEAD SCIENCES INC216 shares-1.82%2026-03-312026-05-01

KNSL KINSALE CAP GROUP INC88 shares0.00%2026-03-312026-05-01

FDX FEDEX CORP83 shares0.00%2026-03-312026-05-01

AME AMETEK INC137 shares0.00%2026-03-312026-05-01

EWJ ISHARES INC346 sharesnew addition2026-03-312026-05-01

FDVV FIDELITY COVINGTON TRUST525 shares0.77%2026-03-312026-05-01

CLX CLOROX CO DEL276 shares-6.12%2026-03-312026-05-01

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ITB ISHARES TR315 shares0.32%2026-03-312026-05-01

RF REGIONS FINANCIAL CORP NEW1.1K shares0.94%2026-03-312026-05-01

ADBE ADOBE INC114 shares-83.45%2026-03-312026-05-01

ARKF ARK ETF TR729 shares0.00%2026-03-312026-05-01

CSX CSX CORP674 shares0.30%2026-03-312026-05-01

GEV GE VERNOVA INC31 shares-34.04%2026-03-312026-05-01

IONQ IONQ INC948 shares0.00%2026-03-312026-05-01

EMR EMERSON ELEC CO208 shares0.48%2026-03-312026-05-01

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IEMG ISHARES INC389 sharesnew addition2026-03-312026-05-01

LINDE PLC LINDE PLC53 shares0.00%2026-03-312026-05-01

FEZ SPDR INDEX SHS FDS422 sharesnew addition2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP76 shares0.00%2026-03-312026-05-01

CB CHUBB LTD SWITZ76 shares0.00%2026-03-312026-05-01

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WBD WARNER BROS DISCOVERY INC876 shares0.00%2026-03-312026-05-01

VGK VANGUARD INTL EQUITY INDEX F279 sharesnew addition2026-03-312026-05-01

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EQTY VALUED ADVISERS TR901 shares0.00%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC63 shares0.00%2026-03-312026-05-01

GDV GABELLI DIVID & INCOME TR848 shares0.00%2026-03-312026-05-01

SMH VANECK ETF TRUST59 shares-19.18%2026-03-312026-05-01

IXJ ISHARES TR242 sharesnew addition2026-03-312026-05-01

STM STMICROELECTRONICS N V652 shares0.00%2026-03-312026-05-01

CLF CLEVELAND-CLIFFS INC NEW2.6K shares0.00%2026-03-312026-05-01

PGR PROGRESSIVE CORP111 shares4.72%2026-03-312026-05-01

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CRUS CIRRUS LOGIC INC151 shares0.00%2026-03-312026-05-01

CFR CULLEN FROST BANKERS INC159 shares0.00%2026-03-312026-05-01

PAVE GLOBAL X FDS428 shares-14.57%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP75 shares0.00%2026-03-312026-05-01

IAT ISHARES TR390 shares0.52%2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC241 shares26.84%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP213 shares0.00%2026-03-312026-05-01

IYF ISHARES TR175 sharesnew addition2026-03-312026-05-01

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TSM TAIWAN SEMICONDUCTOR MANUFAC60 shares0.00%2026-03-312026-05-01

PDBC INVESCO ACTVELY MNGD ETC FD1.2K shares294.20%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC124 shares0.00%2026-03-312026-05-01

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WTRG ESSENTIAL UTILS INC480 shares0.21%2026-03-312026-05-01

JETS ETF SER SOLUTIONS782 shares0.00%2026-03-312026-05-01

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BA BOEING CO95 shares-40.99%2026-03-312026-05-01

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CITIGROUP INC CITIGROUP INC162 shares-3.57%2026-03-312026-05-01

PTH INVESCO EXCHANGE TRADED FD T374 shares0.00%2026-03-312026-05-01

IJJ ISHARES TR138 shares0.00%2026-03-312026-05-01

IIM INVESCO VALUE MUN INCOME TR1.5K shares0.00%2026-03-312026-05-01

BRO BROWN & BROWN INC271 shares0.00%2026-03-312026-05-01

IAI ISHARES TR107 shares1088.89%2026-03-312026-05-01

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NVS NOVARTIS AG114 shares1.79%2026-03-312026-05-01

DOV DOVER CORP84 shares0.00%2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC50 shares-28.57%2026-03-312026-05-01

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DIS DISNEY WALT CO172 shares-88.58%2026-03-312026-05-01

IGV ISHARES TR207 shares0.00%2026-03-312026-05-01

ABT ABBOTT LABORATORIES161 shares0.00%2026-03-312026-05-01

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MMM 3M CO113 shares0.00%2026-03-312026-05-01

AMT AMERICAN TOWER CORP93 shares0.00%2026-03-312026-05-01

SPDR SERIES TRUST SPDR SERIES TRUST163 shares1711.11%2026-03-312026-05-01

FSIG FIRST TR EXCHANGE-TRADED FD819 shares-97.72%2026-03-312026-05-01

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VT VANGUARD INTL EQUITY INDEX F107 shares0.94%2026-03-312026-05-01

MSI MOTOROLA SOLUTIONS INC34 shares0.00%2026-03-312026-05-01

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DHR DANAHER CORP DEL75 shares-27.88%2026-03-312026-05-01

IYW ISHARES TR76 shares0.00%2026-03-312026-05-01

MCHI ISHARES TR233 shares0.00%2026-03-312026-05-01

IEUR ISHARES TR185 shares927.78%2026-03-312026-05-01

ITOT ISHARES TR90 shares0.00%2026-03-312026-05-01

BDX BECTON DICKINSON & CO81 shares0.00%2026-03-312026-05-01

ARKQ ARK ETF TR114 shares0.00%2026-03-312026-05-01

PNQI INVESCO EXCHANGE TRADED FD T285 sharesnew addition2026-03-312026-05-01

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BKNG BOOKING HOLDINGS INC3 sharesnew addition2026-03-312026-05-01

AGNC AGNC INVT CORP1.2K shares3.26%2026-03-312026-05-01

JBBB JANUS DETROIT STR TR263 shares-61.38%2026-03-312026-05-01

XHR XENIA HOTELS & RESORTS INC810 shares0.00%2026-03-312026-05-01

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OHI OMEGA HEALTHCARE INVS INC256 shares1.59%2026-03-312026-05-01

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MFC MANULIFE FINL CORP324 shares0.93%2026-03-312026-05-01

USB US BANCORP207 shares-4.17%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC65 sharesnew addition2026-03-312026-05-01

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DPZ DOMINOS PIZZA INC28 shares0.00%2026-03-312026-05-01

OBDC BLUE OWL CAPITAL CORPORATION917 shares-2.65%2026-03-312026-05-01

EXI ISHARES TR56 sharesnew addition2026-03-312026-05-01

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DTCR GLOBAL X FDS421 shares-39.16%2026-03-312026-05-01

IVOO VANGUARD ADMIRAL FDS INC86 shares1.18%2026-03-312026-05-01

ORCL ORACLE CORP65 shares62.50%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC79 shares0.00%2026-03-312026-05-01

UTHR UNITED THERAPEUTICS CORP DEL16 shares0.00%2026-03-312026-05-01

LQD ISHARES TR86 shares2.38%2026-03-312026-05-01

NHI NATIONAL HEALTH INVS INC112 shares1.82%2026-03-312026-05-01

VTWO VANGUARD SCOTTSDALE FDS90 sharesnew addition2026-03-312026-05-01

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VCIT VANGUARD SCOTTSDALE FDS107 sharesnew addition2026-03-312026-05-01

FI FISERV INC157 shares-8.72%2026-03-312026-05-01

WFC WELLS FARGO & CO107 shares0.00%2026-03-312026-05-01

AIQ GLOBAL X FDS183 shares-35.34%2026-03-312026-05-01

EWL ISHARES INC145 sharesnew addition2026-03-312026-05-01

FSCO FS CREDIT OPPORTUNITIES CORP1.7K shares0.00%2026-03-312026-05-01

NOK NOKIA CORP1.0K shares0.20%2026-03-312026-05-01

VPL VANGUARD INTL EQUITY INDEX F82 shares0.00%2026-03-312026-05-01

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SYY SYSCO CORP108 shares-73.85%2026-03-312026-05-01

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MPW MEDICAL PROPERTIES TRUST INC1.7K shares1.66%2026-03-312026-05-01

IJT ISHARES TR52 shares-65.79%2026-03-312026-05-01

MBC MASTERBRAND INC900 shares0.00%2026-03-312026-05-01

WEC ENERGY GROUP INC WEC ENERGY GROUP INC64 shares0.00%2026-03-312026-05-01

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PHB INVESCO EXCH TRADED FD TR II415 shares-26.81%2026-03-312026-05-01

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QRVO QORVO INC87 shares0.00%2026-03-312026-05-01

ASML ASML HLDG NV5 shares0.00%2026-03-312026-05-01

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VEU VANGUARD INTL EQUITY INDEX F84 shares0.00%2026-03-312026-05-01

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MUB ISHARES TR57 shares216.67%2026-03-312026-05-01

DSM BNY MELLON STRATEGIC MUN BD1.0K shares0.00%2026-03-312026-05-01

FELC FIDELITY COVINGTON TRUST161 sharesnew addition2026-03-312026-05-01

SNSR GLOBAL X FDS154 shares0.65%2026-03-312026-05-01

LEN LENNAR CORP64 shares1.59%2026-03-312026-05-01

IGF ISHARES TR81 shares0.00%2026-03-312026-05-01

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FIW FIRST TR EXCHANGE-TRADED FD52 shares0.00%2026-03-312026-05-01

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EWU ISHARES TR103 sharesnew addition2026-03-312026-05-01

STPZ PIMCO ETF TR83 shares1.22%2026-03-312026-05-01

TOTALENERGIES SE TOTALENERGIES SE49 shares0.00%2026-03-312026-05-01

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TLH ISHARES TR39 sharesnew addition2026-03-312026-05-01

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GEHC GE HEALTHCARE TECHNOLOGIES I54 shares-74.29%2026-03-312026-05-01

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NCLH NORWEGIAN CRUISE LINE HLDGS200 shares0.00%2026-03-312026-05-01

GDX VANECK ETF TRUST39 shares0.00%2026-03-312026-05-01

NAD NUVEEN QUALITY MUNCP INCOME308 shares0.00%2026-03-312026-05-01

BROOKFIELD ASSET MANAGMT LTD BROOKFIELD ASSET MANAGMT LTD79 shares0.00%2026-03-312026-05-01

PYPL PAYPAL HLDGS INC75 shares0.00%2026-03-312026-05-01

ARCC ARES CAPITAL CORP188 shares0.00%2026-03-312026-05-01

EW EDWARDS LIFESCIENCES CORP42 shares0.00%2026-03-312026-05-01

WAT WATERS CORP11 sharesnew addition2026-03-312026-05-01

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IWS ISHARES TR22 sharesnew addition2026-03-312026-05-01

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XLU SELECT SECTOR SPDR TR65 shares6400.00%2026-03-312026-05-01

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IPAY AMPLIFY ETF TR68 shares0.00%2026-03-312026-05-01

VICI VICI PPTYS INC107 shares0.00%2026-03-312026-05-01

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FSMD FIDELITY COVINGTON TRUST63 sharesnew addition2026-03-312026-05-01

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TROW PRICE T ROWE GROUP INC26 shares-48.00%2026-03-312026-05-01

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THE CIGNA GROUP THE CIGNA GROUP8 shares0.00%2026-03-312026-05-01

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BLACKROCK INC BLACKROCK INC2 shares-60.00%2026-03-312026-05-01

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VBR VANGUARD INDEX FDS9 shares0.00%2026-03-312026-05-01

TDC TERADATA CORP DEL74 shares0.00%2026-03-312026-05-01

CVNA CARVANA CO6 shares0.00%2026-03-312026-05-01

BCE BCE INC74 shares0.00%2026-03-312026-05-01

CLOI

VANECK ETF TRUST

0.01%

Shares259.3K

Event2026-03-31

Filed2026-05-01

AFIF

TWO RDS SHARED TR

10.04%

Shares1.4M

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

-15.05%

Shares133.7K

Event2026-03-31

Filed2026-05-01

UCON

FIRST TR EXCHNG TRADED FD VI

15.91%

Shares416.7K

Event2026-03-31

Filed2026-05-01

XLK

SELECT SECTOR SPDR TR

-5.31%

Shares77.5K

Event2026-03-31

Filed2026-05-01

MGK

VANGUARD WORLD FD

-7.49%

Shares26.8K

Event2026-03-31

Filed2026-05-01

LMBS

FIRST TR EXCHANGE-TRADED FD

6.69%

Shares186.1K

Event2026-03-31

Filed2026-05-01

EMXC

ISHARES INC

-23.76%

Shares109.5K

Event2026-03-31

Filed2026-05-01

MBB

ISHARES TR

New

Shares80.9K

Event2026-03-31

Filed2026-05-01

BOND

PIMCO ETF TR

0.13%

Shares74.2K

Event2026-03-31

Filed2026-05-01

MMIT

NEW YORK LIFE INVTS ACTIVE E

New

Shares270.3K

Event2026-03-31

Filed2026-05-01

FTGC

FIRST TR EXCHANGE TRAD FD VI

43.20%

Shares226.8K

Event2026-03-31

Filed2026-05-01

INVESCO QQQ TR

-22.10%

Shares11.1K

Event2026-03-31

Filed2026-05-01

XLC

SELECT SECTOR SPDR TR

8.26%

Shares52.4K

Event2026-03-31

Filed2026-05-01

SERIES PORTFOLIOS TR

-7.60%

Shares172.3K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

25.88%

Shares13.3K

Event2026-03-31

Filed2026-05-01

FIXD

FIRST TR EXCHNG TRADED FD VI

45.82%

Shares112.0K

Event2026-03-31

Filed2026-05-01

DSTL

ETF SER SOLUTIONS

-9.01%

Shares76.3K

Event2026-03-31

Filed2026-05-01

IWF

ISHARES TR

7.78%

Shares9.8K

Event2026-03-31

Filed2026-05-01

QQEW

FIRST TR EXCHANGE-TRADED FD

-45.04%

Shares31.2K

Event2026-03-31

Filed2026-05-01

SPYG

SPDR SERIES TRUST

-23.24%

Shares39.7K

Event2026-03-31

Filed2026-05-01

LAM RESEARCH CORP

-5.34%

Shares17.6K

Event2026-03-31

Filed2026-05-01

XLV

SELECT SECTOR SPDR TR

8.44%

Shares25.1K

Event2026-03-31

Filed2026-05-01

COCA COLA CO

19.59%

Shares48.4K

Event2026-03-31

Filed2026-05-01

HYLS

FIRST TR EXCHANGE-TRADED FD

42.83%

Shares89.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

2.25%

Shares12.4K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

51.15%

Shares36.8K

Event2026-03-31

Filed2026-05-01

XLY

SELECT SECTOR SPDR TR

-0.20%

Shares32.1K

Event2026-03-31

Filed2026-05-01

QAI

NEW YORK LIFE INVESTMENTS ET

-7.41%

Shares100.6K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

9.37%

Shares16.3K

Event2026-03-31

Filed2026-05-01

ADI

ANALOG DEVICES INC

14.05%

Shares9.9K

Event2026-03-31

Filed2026-05-01

MOAT

VANECK ETF TRUST

-25.13%

Shares31.6K

Event2026-03-31

Filed2026-05-01

VRT

VERTIV HOLDINGS CO

11.78%

Shares11.9K

Event2026-03-31

Filed2026-05-01

SDVY

FIRST TR EXCHANGE TRADED FD

-5.99%

Shares73.3K

Event2026-03-31

Filed2026-05-01

DYN

DYNE THERAPEUTICS INC

34.35%

Shares154.9K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-3.22%

Shares11.0K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

15.16%

Shares8.7K

Event2026-03-31

Filed2026-05-01

ICE

INTERCONTINENTAL EXCHANGE IN

30.57%

Shares16.6K

Event2026-03-31

Filed2026-05-01

HFND

TIDAL TRUST I

-10.05%

Shares110.4K

Event2026-03-31

Filed2026-05-01

TE CONNECTIVITY PLC

31.75%

Shares11.5K

Event2026-03-31

Filed2026-05-01

XLF

SELECT SECTOR SPDR TR

-43.26%

Shares48.6K

Event2026-03-31

Filed2026-05-01

TJX

TJX COS INC NEW

26.19%

Shares14.8K

Event2026-03-31

Filed2026-05-01

JBL

JABIL INC

49133.33%

Shares8.9K

Event2026-03-31

Filed2026-05-01

VISA INC

29.95%

Shares7.6K

Event2026-03-31

Filed2026-05-01

EATON CORP PLC

-0.08%

Shares6.4K

Event2026-03-31

Filed2026-05-01

XLP

SELECT SECTOR SPDR TR

119.27%

Shares27.9K

Event2026-03-31

Filed2026-05-01

ITA

ISHARES TR

5.79%

Shares10.2K

Event2026-03-31

Filed2026-05-01

XLI

SELECT SECTOR SPDR TR

-11.61%

Shares13.4K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC

25.86%

Shares27.7K

Event2026-03-31

Filed2026-05-01

RDVY

FIRST TR EXCHANGE TRADED FD

31.75%

Shares30.8K

Event2026-03-31

Filed2026-05-01

UBER

UBER TECHNOLOGIES INC

66.54%

Shares27.9K

Event2026-03-31

Filed2026-05-01

AMD

ADVANCED MICRO DEVICES INC

44.53%

Shares9.8K

Event2026-03-31

Filed2026-05-01

WDAY

WORKDAY INC

67.25%

Shares15.2K

Event2026-03-31

Filed2026-05-01

HWM

HOWMET AEROSPACE INC

21.33%

Shares8.6K

Event2026-03-31

Filed2026-05-01

QCOM

QUALCOMM INC

42.06%

Shares14.9K

Event2026-03-31

Filed2026-05-01

XME

SPDR SERIES TRUST

-6.94%

Shares17.4K

Event2026-03-31

Filed2026-05-01

CTA

SIMPLIFY EXCHANGE TRADED FUN

-6.42%

Shares59.5K

Event2026-03-31

Filed2026-05-01

FVAL

FIDELITY COVINGTON TRUST

44.10%

Shares25.9K

Event2026-03-31

Filed2026-05-01

ADSK

AUTODESK INC

52.54%

Shares7.2K

Event2026-03-31

Filed2026-05-01

HOME DEPOT INC

2.73%

Shares5.1K

Event2026-03-31

Filed2026-05-01

FTCS

FIRST TR EXCHANGE-TRADED FD

-6.74%

Shares17.7K

Event2026-03-31

Filed2026-05-01

GLOF

ISHARES TR

-5.77%

Shares31.5K

Event2026-03-31

Filed2026-05-01

HODL

VANECK BITCOIN ETF

New

Shares78.4K

Event2026-03-31

Filed2026-05-01

BSX

BOSTON SCIENTIFIC CORP

45.70%

Shares23.7K

Event2026-03-31

Filed2026-05-01

ARCELORMITTAL SA LUXEMBOURG

9.66%

Shares27.1K

Event2026-03-31

Filed2026-05-01

OEF

ISHARES TR

0.14%

Shares4.4K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-7.58%

Shares7.0K

Event2026-03-31

Filed2026-05-01

KKR & CO INC

42.17%

Shares14.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

37.75%

Shares7.4K

Event2026-03-31

Filed2026-05-01

FTLS

FIRST TR EXCH TRADED FD III

-49.23%

Shares18.3K

Event2026-03-31

Filed2026-05-01

FTSM

FIRST TR EXCHANGE-TRADED FD

40.47%

Shares20.6K

Event2026-03-31

Filed2026-05-01

COST

COSTCO WHOLESALE CORPORATION

46.41%

Shares1.2K

Event2026-03-31

Filed2026-05-01

IHI

ISHARES TR

New

Shares22.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-13.02%

Shares4.0K

Event2026-03-31

Filed2026-05-01

INTU

INTUIT

41.04%

Shares2.6K

Event2026-03-31

Filed2026-05-01

INVESCO EXCHANGE TRADED FD T

-0.99%

Shares19.2K

Event2026-03-31

Filed2026-05-01

GLD

SPDR GOLD TR

4.23%

Shares2.5K

Event2026-03-31

Filed2026-05-01

GVI

ISHARES TR

25.55%

Shares10.0K

Event2026-03-31

Filed2026-05-01

RTX

RTX CORPORATION

0.08%

Shares5.0K

Event2026-03-31

Filed2026-05-01