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The Analysis of DRIVE WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, DRIVE WEALTH MANAGEMENT, LLC holds 376 types of securities in its portfolio with a total value $473.9M. In the most recent quarter, they have increased their positions in BBUS (+22.1K shares, valued at $2.6M), EVTR (+26.0K shares, valued at $1.3M), N/A (+1.6K shares, valued at $786.3K); decreased their positions in APP (-22.5K shares, valued at $9.0M), CLOA (-39.0K shares, valued at $2.0M), JPLD (-28.6K shares, valued at $1.5M); initiated new positions in SNDK (+681 shares, valued at $432.3K), N/A (+1.8K shares, valued at $360.5K), N/A (+8.5K shares, valued at $334.1K).

1M P&L

+16.3M+3.52%

3M P&L

-12.5M-2.54%

HY P&L

+17.0M+3.68%

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/A218.6M

51.3%

2Semiconductors24.3M

5.7%

3Software - Infrastructure16.4M

3.9%

Top Industries by Stock Count

1N/A72 stocks

21.2%

2Banks - Regional16 stocks

4.7%

3Utilities - Regulated Electric14 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS415.7K shares2.24%2026-03-312026-04-14

IVV ISHARES TR40.0K shares-2.18%2026-03-312026-04-14

BBUS J P MORGAN EXCHANGE TRADED F168.5K shares15.10%2026-03-312026-04-14

NVDA NVIDIA CORPORATION97.9K shares2.86%2026-03-312026-04-14

AAPL APPLE INC58.9K shares-0.34%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F252.4K shares1.88%2026-03-312026-04-14

MSFT MICROSOFT CORP29.8K shares3.94%2026-03-312026-04-14

VO VANGUARD INDEX FDS36.3K shares3.63%2026-03-312026-04-14

Sponsored

CLOA BLACKROCK ETF TRUST II179.6K shares-17.83%2026-03-312026-04-14

AMZN AMAZON COM INC40.7K shares1.24%2026-03-312026-04-14

CDX SIMPLIFY EXCHANGE TRADED FUN396.5K shares6.52%2026-03-312026-04-14

IJR ISHARES TR63.2K shares7.84%2026-03-312026-04-14

ALPHABET INC ALPHABET INC26.6K shares-0.64%2026-03-312026-04-14

JPLD J P MORGAN EXCHANGE TRADED F135.0K shares-17.51%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.6K shares13.74%2026-03-312026-04-14

META META PLATFORMS INC10.1K shares4.85%2026-03-312026-04-14

Sponsored

EVTR MORGAN STANLEY ETF TRUST111.4K shares30.52%2026-03-312026-04-14

CGMS CAPITAL GRP FIXED INCM ETF T194.9K shares-16.32%2026-03-312026-04-14

XOM EXXON MOBIL CORP30.5K shares-4.17%2026-03-312026-04-14

EFV ISHARES TR69.0K shares-15.86%2026-03-312026-04-14

BROADCOM INC BROADCOM INC16.2K shares-4.69%2026-03-312026-04-14

ALPHABET INC ALPHABET INC16.9K shares-11.33%2026-03-312026-04-14

TSLA TESLA INC12.8K shares-2.06%2026-03-312026-04-14

GSIE GOLDMAN SACHS ETF TR99.3K shares12.72%2026-03-312026-04-14

Sponsored

GSID GOLDMAN SACHS ETF TR55.3K shares12.95%2026-03-312026-04-14

CAT CATERPILLAR INC5.4K shares-9.39%2026-03-312026-04-14

VTI VANGUARD INDEX FDS11.9K shares1.24%2026-03-312026-04-14

WMT WALMART INC29.2K shares-4.68%2026-03-312026-04-14

TFLO ISHARES TR69.7K shares-18.25%2026-03-312026-04-14

DFSE DIMENSIONAL ETF TRUST74.4K shares12.60%2026-03-312026-04-14

IBDR ISHARES TR126.4K shares-14.54%2026-03-312026-04-14

SJNK SPDR SERIES TRUST119.9K shares-17.01%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO9.4K shares-3.78%2026-03-312026-04-14

LLY ELI LILLY & CO3.0K shares6.80%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II36.3K shares10.90%2026-03-312026-04-14

SRLN SSGA ACTIVE ETF TR60.1K shares-17.84%2026-03-312026-04-14

BALI BLACKROCK ETF TRUST77.7K shares20.59%2026-03-312026-04-14

DIHP DIMENSIONAL ETF TRUST73.2K shares13.08%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F42.4K shares18.75%2026-03-312026-04-14

V VISA INC7.7K shares-6.66%2026-03-312026-04-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares-16.45%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION2.3K shares10.75%2026-03-312026-04-14

JPIE J P MORGAN EXCHANGE TRADED F48.7K shares-17.53%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II82.7K shares10.79%2026-03-312026-04-14

NUTX NUTEX HEALTH INC23.4K shares0.06%2026-03-312026-04-14

XSOE WISDOMTREE TR55.1K shares11.15%2026-03-312026-04-14

CVX CHEVRON CORPORATION9.6K shares-9.77%2026-03-312026-04-14

DGRO ISHARES TR28.1K shares6.50%2026-03-312026-04-14

Sponsored

FNDE SCHWAB STRATEGIC TR51.1K shares-15.35%2026-03-312026-04-14

WFC WELLS FARGO & CO22.7K shares2.09%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC5.3K shares4.68%2026-03-312026-04-14

CALF PACER FDS TR37.1K shares-17.51%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC1.7K shares-8.08%2026-03-312026-04-14

DE DEERE & CO2.8K shares-12.37%2026-03-312026-04-14

IBDS ISHARES TR63.5K shares-14.79%2026-03-312026-04-14

MCD MCDONALDS CORP4.8K shares-7.98%2026-03-312026-04-14

Sponsored

NEM NEWMONT CORP13.8K shares0.65%2026-03-312026-04-14

ABBV ABBVIE INC6.8K shares2.23%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares-12.83%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC7.2K shares22.38%2026-03-312026-04-14

NFLX NETFLIX INC.14.9K shares1.19%2026-03-312026-04-14

KO COCA COLA CO18.7K shares0.45%2026-03-312026-04-14

CSCO CISCO SYS INC18.0K shares3.28%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST26.3K shares3.78%2026-03-312026-04-14

Sponsored

IBTG ISHARES TR60.3K shares-18.14%2026-03-312026-04-14

IBDV ISHARES TR61.0K shares-13.08%2026-03-312026-04-14

IBDW ISHARES TR63.4K shares-15.16%2026-03-312026-04-14

ABT ABBOTT LABORATORIES12.9K shares-14.92%2026-03-312026-04-14

UNP UNION PAC CORP5.4K shares-11.91%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR14.7K shares10.75%2026-03-312026-04-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD77.9K shares-2.60%2026-03-312026-04-14

IHDG WISDOMTREE TR26.6K shares15.15%2026-03-312026-04-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC8.7K shares4.21%2026-03-312026-04-14

IBDU ISHARES TR54.7K shares-13.73%2026-03-312026-04-14

MA MASTERCARD INCORPORATED2.5K shares-9.42%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON5.2K shares25.97%2026-03-312026-04-14

IBDT ISHARES TR49.3K shares-13.66%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC3.0K shares-13.54%2026-03-312026-04-14

AMAT APPLIED MATLS INC3.4K shares4.03%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC6.9K shares9.56%2026-03-312026-04-14

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL32.1K shares0.07%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE3.9K shares1.54%2026-03-312026-04-14

FTGC FIRST TR EXCHANGE TRAD FD VI38.2K shares26.50%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC9.0K shares13.66%2026-03-312026-04-14

ORCL ORACLE CORP7.4K shares1.95%2026-03-312026-04-14

RTX RTX CORPORATION5.4K shares-2.32%2026-03-312026-04-14

TXT TEXTRON INC11.4K shares-14.98%2026-03-312026-04-14

LAM RESEARCH CORP LAM RESEARCH CORP4.6K shares5.50%2026-03-312026-04-14

Sponsored

HLN HALEON PLC98.5K shares-0.39%2026-03-312026-04-14

PG PROCTER & GAMBLE CO6.5K shares5.72%2026-03-312026-04-14

BAC BANK AMERICA CORP19.1K shares-19.03%2026-03-312026-04-14

TJX TJX COS INC NEW5.8K shares0.43%2026-03-312026-04-14

NTSE WISDOMTREE TR23.3K shares13.94%2026-03-312026-04-14

APH AMPHENOL CORP7.3K shares-8.93%2026-03-312026-04-14

SPYG SPDR SERIES TRUST9.4K shares-3.84%2026-03-312026-04-14

KVUE KENVUE INC53.0K shares-6.96%2026-03-312026-04-14

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F14.8K shares-13.17%2026-03-312026-04-14

HD HOME DEPOT INC2.8K shares1.21%2026-03-312026-04-14

IDV ISHARES TR21.0K shares11.83%2026-03-312026-04-14

KEYS KEYSIGHT TECHNOLOGIES INC3.2K shares-22.45%2026-03-312026-04-14

ARISTA NETWORKS INC ARISTA NETWORKS INC7.2K shares-5.30%2026-03-312026-04-14

CRM SALESFORCE INC4.7K shares-1.79%2026-03-312026-04-14

PID INVESCO EXCHANGE TRADED FD T39.1K shares13.01%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST17.9K shares-1.09%2026-03-312026-04-14

Sponsored

KLAC KLA CORP587 shares0.34%2026-03-312026-04-14

GEV GE VERNOVA INC986 shares12.05%2026-03-312026-04-14

WM WASTE MGMT INC DEL3.7K shares-4.07%2026-03-312026-04-14

T AT&T INC29.1K shares0.07%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP1.2K shares1.99%2026-03-312026-04-14

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC8.6K shares-1.84%2026-03-312026-04-14

DNL WISDOMTREE TR20.1K shares13.97%2026-03-312026-04-14

FICS FIRST TR EXCHANGE TRADED FD20.5K shares14.61%2026-03-312026-04-14

Sponsored

CB CHUBB LTD SWITZ2.4K shares1.13%2026-03-312026-04-14

HSBC HSBC HLDGS PLC9.3K shares0.08%2026-03-312026-04-14

SYY SYSCO CORP11.1K shares-17.16%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC928 shares-8.39%2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW2.4K shares0.80%2026-03-312026-04-14

AVDV AMERICAN CENTY ETF TR7.8K shares10.56%2026-03-312026-04-14

VRTX VERTEX PHARMACEUTICALS INC1.7K shares2.30%2026-03-312026-04-14

RUN SUNRUN INC55.2K shares13.71%2026-03-312026-04-14

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares0.76%2026-03-312026-04-14

HCA HCA HEALTHCARE INC1.5K shares-19.04%2026-03-312026-04-14

PSX PHILLIPS 664.0K shares-24.61%2026-03-312026-04-14

ADBE ADOBE INC2.8K shares0.86%2026-03-312026-04-14

BKNG BOOKING HOLDINGS INC159 shares-12.64%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO11.0K shares1.53%2026-03-312026-04-14

MCK MCKESSON CORP767 shares1.46%2026-03-312026-04-14

COP CONOCOPHILLIPS5.0K shares-15.45%2026-03-312026-04-14

Sponsored

CMCSA COMCAST CORP NEW22.8K shares-9.79%2026-03-312026-04-14

IVLU ISHARES TR16.5K shares-1.19%2026-03-312026-04-14

SHEL SHELL PLC7.0K shares-1.52%2026-03-312026-04-14

FBTC FIDELITY WISE ORIGIN BITCOIN10.6K shares75.68%2026-03-312026-04-14

GILD GILEAD SCIENCES INC4.4K shares1.70%2026-03-312026-04-14

INTC INTEL CORP13.9K shares14.95%2026-03-312026-04-14

EQIX EQUINIX INC615 shares15.82%2026-03-312026-04-14

JMUB J P MORGAN EXCHANGE TRADED F12.0K shares22.32%2026-03-312026-04-14

Sponsored

INTU INTUIT1.4K shares-13.27%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC2.0K shares13.70%2026-03-312026-04-14

RY ROYAL BK CDA3.6K shares0.75%2026-03-312026-04-14

SPYV SPDR SERIES TRUST10.3K shares-7.70%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS2.4K shares4.24%2026-03-312026-04-14

AMGN AMGEN INC1.6K shares15.16%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC1.6K shares18.29%2026-03-312026-04-14

NEE NEXTERA ENERGY INC5.9K shares3.49%2026-03-312026-04-14

Sponsored

VZ VERIZON COMMUNICATIONS INC10.9K shares3.58%2026-03-312026-04-14

HON HONEYWELL INTL INC2.4K shares35.26%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP888 shares5.21%2026-03-312026-04-14

ASML ASML HLDG NV403 shares3.07%2026-03-312026-04-14

AMP AMERIPRISE FINL INC1.2K shares-4.07%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC1.1K shares-3.70%2026-03-312026-04-14

ESLT ELBIT SYS LTD606 shares-10.62%2026-03-312026-04-14

CME CME GROUP INC1.7K shares3.77%2026-03-312026-04-14

Sponsored

FCX FREEPORT MCMORAN INC8.6K shares1.42%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP1.9K shares29.69%2026-03-312026-04-14

BK BANK NEW YORK MELLON CORP4.2K shares-6.08%2026-03-312026-04-14

SO SOUTHERN CO5.2K shares0.60%2026-03-312026-04-14

PCG PG&E CORP28.4K shares2.36%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP558 shares-9.27%2026-03-312026-04-14

PGR PROGRESSIVE CORP2.5K shares-21.64%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR859 shares-12.53%2026-03-312026-04-14

Sponsored

FIX COMFORT SYS USA INC357 shares-1.11%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC2.4K shares0.34%2026-03-312026-04-14

GTO INVESCO ACTIVELY MANAGED EXC10.3K shares-16.86%2026-03-312026-04-14

DVYE ISHARES INC14.0K shares10.42%2026-03-312026-04-14

DFEV DIMENSIONAL ETF TRUST13.3K shares12.30%2026-03-312026-04-14

QUAL ISHARES TR2.5K shares-21.79%2026-03-312026-04-14

TOTALENERGIES SE TOTALENERGIES SE5.2K shares-13.18%2026-03-312026-04-14

PEP PEPSICO INC3.0K shares-22.36%2026-03-312026-04-14

Sponsored

CL COLGATE PALMOLIVE CO5.5K shares1.74%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC4.1K shares2.13%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC4.1K shares2.17%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC1.7K shares-27.71%2026-03-312026-04-14

TOL TOLL BROTHERS INC3.4K shares-18.30%2026-03-312026-04-14

WDC WESTERN DIGITAL CORP1.7K shares9.88%2026-03-312026-04-14

BA BOEING CO2.3K shares35.31%2026-03-312026-04-14

UBS UBS GROUP AG11.6K shares-8.31%2026-03-312026-04-14

Sponsored

NOW SERVICENOW INC4.3K shares-8.13%2026-03-312026-04-14

BARRICK MNG CORP BARRICK MNG CORP11.1K shares-5.32%2026-03-312026-04-14

ENB ENBRIDGE INC8.3K shares-1.14%2026-03-312026-04-14

FDX FEDEX CORP1.3K shares2.21%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO1.5K shares-0.41%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares3.14%2026-03-312026-04-14

UBER UBER TECHNOLOGIES INC6.1K shares18.97%2026-03-312026-04-14

SNDK SANDISK CORP681 sharesnew addition2026-03-312026-04-14

Sponsored

MMC MARSH & MCLENNAN COS INC2.5K shares65.71%2026-03-312026-04-14

GBCI GLACIER BANCORP INC NEW9.7K shares-0.04%2026-03-312026-04-14

SMFG SUMITOMO MITSUI FIN GRP INC21.8K shares-10.82%2026-03-312026-04-14

APP APPLOVIN CORP1.1K shares-95.46%2026-03-312026-04-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.3K shares11.45%2026-03-312026-04-14

FAST FASTENAL CO9.1K shares0.37%2026-03-312026-04-14

LOW LOWES COS INC1.8K shares0.84%2026-03-312026-04-14

HLT HILTON WORLDWIDE HLDGS INC1.4K shares-1.63%2026-03-312026-04-14

Sponsored

SN SHARKNINJA INC3.9K shares1.37%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC4.4K shares0.05%2026-03-312026-04-14

ADI ANALOG DEVICES INC1.3K shares3.99%2026-03-312026-04-14

MSI MOTOROLA SOLUTIONS INC932 shares18.58%2026-03-312026-04-14

FTI TECHNIPFMC PLC5.8K shares0.17%2026-03-312026-04-14

SCCO SOUTHERN COPPER CORP2.3K shares-7.90%2026-03-312026-04-14

QCOM QUALCOMM INC3.0K shares-3.43%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO1.6K shares-6.20%2026-03-312026-04-14

Sponsored

AEP AMERICAN ELEC PWR CO INC3.0K shares1.51%2026-03-312026-04-14

KKR & CO INC KKR & CO INC4.2K shares74.27%2026-03-312026-04-14

NVS NOVARTIS AG2.5K shares0.81%2026-03-312026-04-14

SAP SAP SE2.2K shares-3.76%2026-03-312026-04-14

EIX EDISON INTL5.1K shares9.99%2026-03-312026-04-14

IWF ISHARES TR876 shares-3.52%2026-03-312026-04-14

GLD SPDR GOLD TR867 shares-5.45%2026-03-312026-04-14

AEE AMEREN CORP3.4K shares-4.39%2026-03-312026-04-14

Sponsored

DB DEUTSCHE BK AG12.3K shares-22.69%2026-03-312026-04-14

ROST ROSS STORES INC1.7K shares1.69%2026-03-312026-04-14

VLO VALERO ENERGY CORP1.5K shares1.03%2026-03-312026-04-14

GM GENERAL MTRS CO4.9K shares8.58%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC2.3K shares-20.75%2026-03-312026-04-14

ASTRAZENECA PLC ASTRAZENECA PLC1.8K sharesnew addition2026-03-312026-04-14

CTVA CORTEVA INC4.3K shares0.80%2026-03-312026-04-14

BTI BRITISH AMERN TOB PLC6.0K shares-5.85%2026-03-312026-04-14

Sponsored

CHT CHUNGHWA TELECOM CO LTD8.4K shares12.50%2026-03-312026-04-14

LSGR NATIXIS ETF TRUST II9.0K shares4.25%2026-03-312026-04-14

TM TOYOTA MOTOR CORP1.7K shares5.36%2026-03-312026-04-14

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.8K shares-9.98%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR11.5K shares-44.52%2026-03-312026-04-14

DIS DISNEY WALT CO3.6K shares-10.90%2026-03-312026-04-14

RJF RAYMOND JAMES FINL INC2.4K shares-0.58%2026-03-312026-04-14

DRD DRDGOLD LIMITED11.8K shares-0.08%2026-03-312026-04-14

Sponsored

PMAY INNOVATOR ETFS TRUST8.6K shares0.00%2026-03-312026-04-14

KB KB FINL GROUP INC3.4K shares-1.93%2026-03-312026-04-14

FICO FAIR ISAAC CORP320 shares-25.93%2026-03-312026-04-14

SF STIFEL FINL CORP4.5K shares48.17%2026-03-312026-04-14

USB US BANCORP6.4K shares-1.47%2026-03-312026-04-14

TSAKOS ENERGY NAVIGATION LTD TSAKOS ENERGY NAVIGATION LTD8.5K sharesnew addition2026-03-312026-04-14

YUMC YUM CHINA HLDGS INC6.8K shares3.24%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST4.7K shares-6.70%2026-03-312026-04-14

Sponsored

WF WOORI FINL GROUP INC5.0K shares1.10%2026-03-312026-04-14

VRSN VERISIGN INC1.3K shares-18.34%2026-03-312026-04-14

NXST NEXSTAR MEDIA GROUP INC1.8K shares0.61%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL9.8K shares1.38%2026-03-312026-04-14

AZO AUTOZONE INC97 shares-4.90%2026-03-312026-04-14

IVW ISHARES TR2.9K shares-25.96%2026-03-312026-04-14

E ENI SPA5.7K shares1.05%2026-03-312026-04-14

NET CLOUDFLARE INC1.6K shares18.50%2026-03-312026-04-14

Sponsored

REGN REGENERON PHARMACEUTICALS420 shares12.60%2026-03-312026-04-14

RGEN REPLIGEN CORP2.7K shares-16.65%2026-03-312026-04-14

HIG HARTFORD INSURANCE GROUP INC2.4K shares0.17%2026-03-312026-04-14

COKE COCA COLA CONS INC1.7K shares-6.71%2026-03-312026-04-14

SBUX STARBUCKS CORP3.6K shares3.10%2026-03-312026-04-14

JCI JOHNSON CONTROLS INTERNATION2.4K shares2.54%2026-03-312026-04-14

ING ING GROEP N.V.12.1K shares-13.05%2026-03-312026-04-14

CDNS CADENCE DESIGN SYSTEM INC1.1K shares9.22%2026-03-312026-04-14

Sponsored

FTNT FORTINET INC3.8K shares16.68%2026-03-312026-04-14

GLW CORNING INC2.3K sharesnew addition2026-03-312026-04-14

PCAR PACCAR INC2.6K shares1.73%2026-03-312026-04-14

BCS BARCLAYS PLC14.3K shares-22.18%2026-03-312026-04-14

SLV ISHARES SILVER TR4.4K shares24.68%2026-03-312026-04-14

TXN TEXAS INSTRS INC1.6K shares25.49%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC1.8K shares-9.79%2026-03-312026-04-14

CTAS CINTAS CORP1.8K shares-1.63%2026-03-312026-04-14

Sponsored

CMI CUMMINS INC549 shares2.43%2026-03-312026-04-14

IREN IREN LIMITED8.5K shares0.34%2026-03-312026-04-14

WMB WILLIAMS COS INC4.0K shares2.49%2026-03-312026-04-14

HAL HALLIBURTON CO7.4K shares0.87%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL739 shares-5.74%2026-03-312026-04-14

AJG GALLAGHER ARTHUR J & CO1.3K shares-16.67%2026-03-312026-04-14

ICE INTERCONTINENTAL EXCHANGE IN1.8K shares5.84%2026-03-312026-04-14

FCFS FIRSTCASH HOLDINGS INC1.5K shares0.00%2026-03-312026-04-14

Sponsored

SHG SHINHAN FINANCIAL GROUP CO L4.6K shares-0.47%2026-03-312026-04-14

PIZ INVESCO EXCH TRADED FD TR II5.8K shares3.59%2026-03-312026-04-14

MPWR MONOLITHIC PWR SYS INC260 shares15.56%2026-03-312026-04-14

LITE LUMENTUM HLDGS INC404 sharesnew addition2026-03-312026-04-14

ECL ECOLAB INC1.1K shares1.05%2026-03-312026-04-14

ASX ASE TECHNOLOGY HLDG CO LTD13.0K shares-13.88%2026-03-312026-04-14

SCHW SCHWAB CHARLES CORP3.0K shares21.41%2026-03-312026-04-14

SNPS SYNOPSYS INC703 shares29.94%2026-03-312026-04-14

Sponsored

LINDE PLC LINDE PLC553 sharesnew addition2026-03-312026-04-14

FER FERROVIAL SE4.2K shares5.05%2026-03-312026-04-14

BUD ANHEUSER BUSCH INBEV SA NV3.9K shares4.26%2026-03-312026-04-14

MET METLIFE INC3.8K shares-31.92%2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.3K shares-3.06%2026-03-312026-04-14

RACE FERRARI N V791 shares3.81%2026-03-312026-04-14

IBN ICICI BANK LIMITED10.3K shares-11.73%2026-03-312026-04-14

ZTO ZTO EXPRESS CAYMAN INC10.6K sharesnew addition2026-03-312026-04-14

Sponsored

ZION ZIONS BANCORPORATION NATL AS4.6K shares14.58%2026-03-312026-04-14

AIG AMERICAN INTL GROUP INC3.5K shares-10.39%2026-03-312026-04-14

MLM MARTIN MARIETTA MATLS INC446 shares-8.61%2026-03-312026-04-14

RCL ROYAL CARIBBEAN GROUP945 shares6.30%2026-03-312026-04-14

MO ALTRIA GROUP INC3.9K shares-5.51%2026-03-312026-04-14

MOAT VANECK ETF TRUST2.7K shares-2.12%2026-03-312026-04-14

DAL DELTA AIR LINES INC3.9K shares24.41%2026-03-312026-04-14

UNILEVER PLC UNILEVER PLC4.5K shares-10.40%2026-03-312026-04-14

Sponsored

LNTH LANTHEUS HLDGS INC3.4K sharesnew addition2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST4.1K shares0.05%2026-03-312026-04-14

PJAN INNOVATOR ETFS TRUST5.5K shares-0.58%2026-03-312026-04-14

XEL XCEL ENERGY INC3.2K shares1.32%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC2.2K shares20.41%2026-03-312026-04-14

SSRM SSR MINING IN8.5K sharesnew addition2026-03-312026-04-14

EXC EXELON CORP5.1K shares2.59%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP878 shares20.44%2026-03-312026-04-14

Sponsored

UTHR UNITED THERAPEUTICS CORP DEL413 shares-19.34%2026-03-312026-04-14

MCO MOODYS CORP559 sharesnew addition2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC931 shares1.31%2026-03-312026-04-14

PFE PFIZER INC8.7K sharesnew addition2026-03-312026-04-14

STT STATE STR CORP1.9K shares1.93%2026-03-312026-04-14

MS MORGAN STANLEY1.5K shares8.81%2026-03-312026-04-14

KYMR KYMERA THERAPEUTICS INC2.9K shares2.90%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC487 shares12.47%2026-03-312026-04-14

Sponsored

LYG LLOYDS BANKING GROUP PLC47.5K shares-5.73%2026-03-312026-04-14

TDY TELEDYNE TECHNOLOGIES INC393 sharesnew addition2026-03-312026-04-14

SLVM SYLVAMO CORP5.6K shares-43.81%2026-03-312026-04-14

HAFNIA LTD HAFNIA LTD31.2K shares-3.74%2026-03-312026-04-14

EME EMCOR GROUP INC321 sharesnew addition2026-03-312026-04-14

EHC ENCOMPASS HEALTH CORP2.4K shares-0.41%2026-03-312026-04-14

SONY SONY GROUP CORP11.3K shares-12.74%2026-03-312026-04-14

SAN BANCO SANTANDER SA20.6K shares-0.63%2026-03-312026-04-14

Sponsored

CVE CENOVUS ENERGY INC8.7K sharesnew addition2026-03-312026-04-14

NTRS NORTHERN TR CORP1.6K shares0.92%2026-03-312026-04-14

CBRE CBRE GROUP INC1.7K shares0.18%2026-03-312026-04-14

STNG SCORPIO TANKERS INC3.1K sharesnew addition2026-03-312026-04-14

OXY OCCIDENTAL PETE CORP3.5K sharesnew addition2026-03-312026-04-14

D DOMINION ENERGY INC3.7K shares1.56%2026-03-312026-04-14

OKE ONEOK INC NEW2.5K sharesnew addition2026-03-312026-04-14

WTFC WINTRUST FINL CORP1.6K shares-0.06%2026-03-312026-04-14

Sponsored

VMC VULCAN MATLS CO831 shares0.12%2026-03-312026-04-14

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-04-14

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC960 shares1.16%2026-03-312026-04-14

RBLX ROBLOX CORP3.9K shares-33.19%2026-03-312026-04-14

URI UNITED RENTALS INC305 shares-0.97%2026-03-312026-04-14

VSTS VESTIS CORPORATION28.3K shares24.59%2026-03-312026-04-14

FFIV F5 INC768 sharesnew addition2026-03-312026-04-14

BMRN BIOMARIN PHARMACEUTICAL INC3.9K sharesnew addition2026-03-312026-04-14

Sponsored

ETR ENTERGY CORP NEW2.0K sharesnew addition2026-03-312026-04-14

FI FISERV INC4.0K shares-32.65%2026-03-312026-04-14

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-38.26%2026-03-312026-04-14

RDY DR REDDYS LABS LTD15.8K shares0.73%2026-03-312026-04-14

CMS CMS ENERGY CORP2.8K shares-3.81%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K sharesnew addition2026-03-312026-04-14

NBIX NEUROCRINE BIOSCIENCES INC1.6K sharesnew addition2026-03-312026-04-14

SNOW SNOWFLAKE INC1.4K sharesnew addition2026-03-312026-04-14

Sponsored

CNC CENTENE CORP DEL6.6K shares-18.97%2026-03-312026-04-14

TER TERADYNE INC724 sharesnew addition2026-03-312026-04-14

AX AXOS FINANCIAL INC2.5K shares-0.08%2026-03-312026-04-14

ALNY ALNYLAM PHARMACEUTICALS INC639 sharesnew addition2026-03-312026-04-14

SNEX STONEX GROUP INC2.6K sharesnew addition2026-03-312026-04-14

LION2 LIONSGATE STUDIOS CORP21.9K sharesnew addition2026-03-312026-04-14

CORPAY INC CORPAY INC718 shares1.27%2026-03-312026-04-14

TEVA TEVA PHARMACEUTICAL INDS LTD6.9K shares-12.95%2026-03-312026-04-14

Sponsored

LASR NLIGHT INC3.6K sharesnew addition2026-03-312026-04-14

ALL ALLSTATE CORP995 shares0.61%2026-03-312026-04-14

VGT VANGUARD WORLD FD297 shares-15.38%2026-03-312026-04-14

COF CAPITAL ONE FINL CORP1.1K shares-52.21%2026-03-312026-04-14

TAK TAKEDA PHARMACEUTICAL CO LTD11.1K sharesnew addition2026-03-312026-04-14

DOV DOVER CORP987 sharesnew addition2026-03-312026-04-14

IWY ISHARES TR826 shares0.00%2026-03-312026-04-14

CFG CITIZENS FINL GROUP INC3.4K sharesnew addition2026-03-312026-04-14

Sponsored

LPLA LPL FINL HLDGS INC671 shares0.00%2026-03-312026-04-14

NU NU HLDGS LTD13.9K shares-0.78%2026-03-312026-04-14

IHS IHS HOLDING LIMITED22.9K shares-0.58%2026-03-312026-04-14

DHT DHT HOLDINGS INC10.2K shares-1.95%2026-03-312026-04-14

GNW GENWORTH FINL INC23.0K shares-19.18%2026-03-312026-04-14

HE HAWAIIAN ELEC INDS INC MTN B11.4K sharesnew addition2026-03-312026-04-14

PCT PURECYCLE TECHNOLOGIES INC31.1K shares-87.74%2026-03-312026-04-14

TNGY TORTOISE CAPITAL SERIES TRUS15.4K shares-8.41%2026-03-312026-04-14

Sponsored

FSM FORTUNA MNG CORP13.9K shares-0.67%2026-03-312026-04-14

NMR NOMURA HLDGS INC16.8K shares-0.08%2026-03-312026-04-14

NOK NOKIA CORP16.3K shares13.72%2026-03-312026-04-14

EBR CENTRAIS ELET BRAS SA11.2K sharesnew addition2026-03-312026-04-14

NEOG NEOGEN CORP12.8K shares4.99%2026-03-312026-04-14

NEXT NEXTDECADE CORP13.5K sharesnew addition2026-03-312026-04-14

DJT TRUMP MEDIA & TECHNOLOGY GRO10.3K sharesnew addition2026-03-312026-04-14

NVNI GROUP LIMITED NVNI GROUP LIMITED82.5K shares0.00%2026-03-312026-04-14

Sponsored

BSBR BANCO SANTANDER BRASIL S A15.9K shares8.21%2026-03-312026-04-14

ITUB ITAU UNIBANCO HLDG S A11.0K shares7.81%2026-03-312026-04-14

AQST AQUESTIVE THERAPEUTICS INC20.5K sharesnew addition2026-03-312026-04-14

ENIC ENEL CHILE SA21.5K shares2.79%2026-03-312026-04-14

FIP FTAI INFRASTRUCTURE INC12.1K shares-5.42%2026-03-312026-04-14

CSAN COSAN S A10.4K sharesnew addition2026-03-312026-04-14

NWL NEWELL BRANDS INC11.3K shares2.09%2026-03-312026-04-14

GOSS GOSSAMER BIO INC17.6K shares-17.68%2026-03-312026-04-14

Sponsored

VEA

VANGUARD TAX-MANAGED FDS

2.24%

Shares415.7K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

-2.18%

Shares40.0K

Event2026-03-31

Filed2026-04-14

BBUS

J P MORGAN EXCHANGE TRADED F

15.10%

Shares168.5K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

2.86%

Shares97.9K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-0.34%

Shares58.9K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

1.88%

Shares252.4K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

3.94%

Shares29.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

3.63%

Shares36.3K

Event2026-03-31

Filed2026-04-14

CLOA

BLACKROCK ETF TRUST II

-17.83%

Shares179.6K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

1.24%

Shares40.7K

Event2026-03-31

Filed2026-04-14

CDX

SIMPLIFY EXCHANGE TRADED FUN

6.52%

Shares396.5K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

7.84%

Shares63.2K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-0.64%

Shares26.6K

Event2026-03-31

Filed2026-04-14

JPLD

J P MORGAN EXCHANGE TRADED F

-17.51%

Shares135.0K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

13.74%

Shares13.6K

Event2026-03-31

Filed2026-04-14