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

Currently, Dynasty Wealth Management, LLC holds 333 types of securities in its portfolio with a total value $11.5B. In the most recent quarter, they have increased their positions in N/A (+8.3M shares, valued at $361.9M), BAI (+7.7M shares, valued at $254.1M), JAVA (+3.4M shares, valued at $245.5M); decreased their positions in IEMG (-4.1M shares, valued at $289.0M), ABFL (-4.0M shares, valued at $286.0M), IYW (-633.4K shares, valued at $114.9M); initiated new positions in N/A (+8.3M shares, valued at $361.9M), IYK (+2.1M shares, valued at $149.1M), ABLD (+2.4M shares, valued at $73.9M).

1M P&L

-547.1M-4.84%

3M P&L

-325.4M-2.94%

HY P&L

+118.4M+1.11%

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/A9.6B

96.2%

2Semiconductors38.6M

0.4%

3Software - Infrastructure32.1M

0.3%

Top Industries by Stock Count

1N/A86 stocks

28.6%

2Software - Application12 stocks

4.0%

3Drug Manufacturers - General9 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR1.2M shares12.48%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST19.7M shares64.58%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST11.1M shares16.08%2026-03-312026-05-14

PWRD TCW ETF TRUST6.6M shares23.90%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II12.0M shares33.73%2026-03-312026-05-14

JAVA J P MORGAN EXCHANGE TRADED F8.2M shares71.63%2026-03-312026-05-14

IEFA ISHARES TR5.9M shares14.55%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR10.2M shares18.04%2026-03-312026-05-14

Sponsored

SPYG SPDR SERIES TRUST3.8M shares-0.50%2026-03-312026-05-14

AB ACTIVE ETFS INC AB ACTIVE ETFS INC8.3M sharesnew addition2026-03-312026-05-14

FBCG FIDELITY COVINGTON TRUST7.2M shares-3.44%2026-03-312026-05-14

IWF ISHARES TR2.9M shares344.88%2026-03-312026-05-14

ABFL ABACUS FCF ETF TR4.2M shares-48.91%2026-03-312026-05-14

AGG ISHARES TR2.7M shares-5.76%2026-03-312026-05-14

EFV ISHARES TR3.5M shares298.55%2026-03-312026-05-14

SPYV SPDR SERIES TRUST4.0M shares9.71%2026-03-312026-05-14

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F4.4M shares19.22%2026-03-312026-05-14

BRTR BLACKROCK ETF TRUST II4.0M shares241.69%2026-03-312026-05-14

TLH ISHARES TR1.8M shares49.38%2026-03-312026-05-14

IEMG ISHARES INC2.6M shares-61.48%2026-03-312026-05-14

IYG ISHARES TR2.2M shares309.54%2026-03-312026-05-14

MBB ISHARES TR1.8M shares20.81%2026-03-312026-05-14

GOVT ISHARES TR6.6M shares1316.73%2026-03-312026-05-14

IYK ISHARES TR2.1M sharesnew addition2026-03-312026-05-14

Sponsored

HEFA ISHARES TR3.5M shares-2.27%2026-03-312026-05-14

IWD ISHARES TR658.4K shares66.32%2026-03-312026-05-14

IEI ISHARES TR1.1M shares-7.30%2026-03-312026-05-14

GLD SPDR GOLD TR287.5K shares5.18%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F1.5M shares-9.94%2026-03-312026-05-14

IJH ISHARES TR1.5M shares401.37%2026-03-312026-05-14

EMGF ISHARES INC1.6M shares21.07%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST1.7M shares120.63%2026-03-312026-05-14

Sponsored

DGRO ISHARES TR1.3M shares15189.68%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR1.0M shares-14.80%2026-03-312026-05-14

INMU BLACKROCK ETF TRUST II3.3M shares88.57%2026-03-312026-05-14

ABLD ABACUS FCF ETF TR2.4M sharesnew addition2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR1.4M shares-18.69%2026-03-312026-05-14

FESM FIDELITY COVINGTON TRUST1.8M shares1.66%2026-03-312026-05-14

ITA ISHARES TR313.2K shares40.89%2026-03-312026-05-14

STIP ISHARES TR650.1K shares-40.59%2026-03-312026-05-14

Sponsored

SPY SPDR S&P 500 ETF TR101.4K shares-1.46%2026-03-312026-05-14

IYW ISHARES TR352.8K shares-64.23%2026-03-312026-05-14

MUB ISHARES TR526.4K shares18.25%2026-03-312026-05-14

TIP ISHARES TR485.2K shares4.49%2026-03-312026-05-14

IVW ISHARES TR361.2K shares7.93%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F797.3K shares96.81%2026-03-312026-05-14

JBND J P MORGAN EXCHANGE TRADED F677.1K shares42.99%2026-03-312026-05-14

EFA ISHARES TR355.0K shares13.72%2026-03-312026-05-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T177.0K shares-36.90%2026-03-312026-05-14

MUNI PIMCO ETF TR592.2K shares-5.62%2026-03-312026-05-14

QUAL ISHARES TR153.3K shares-8.68%2026-03-312026-05-14

NVDA NVIDIA CORPORATION163.6K shares4.87%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II320.0K shares-24.59%2026-03-312026-05-14

AAPL APPLE INC86.7K shares-0.52%2026-03-312026-05-14

USMV ISHARES TR212.5K shares-76.22%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F368.8K shares57.60%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC57.2K shares-0.42%2026-03-312026-05-14

IXUS ISHARES TR176.9K shares60.56%2026-03-312026-05-14

MSFT MICROSOFT CORP40.8K shares-13.24%2026-03-312026-05-14

TFI SPDR SERIES TRUST286.2K shares41.95%2026-03-312026-05-14

AMZN AMAZON COM INC61.5K shares-4.03%2026-03-312026-05-14

EFG ISHARES TR106.9K shares-75.38%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS182.1K shares-19.71%2026-03-312026-05-14

MEAR ISHARES U S ETF TR221.9K shares23.20%2026-03-312026-05-14

Sponsored

BROADCOM INC BROADCOM INC30.8K shares0.14%2026-03-312026-05-14

ALPHABET INC ALPHABET INC30.6K shares6.89%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO29.7K shares-5.40%2026-03-312026-05-14

MEM MATTHEWS ASIA FDS215.5K shares4.09%2026-03-312026-05-14

SHLD GLOBAL X FDS111.3K shares6.72%2026-03-312026-05-14

IEF ISHARES TR81.1K shares17.86%2026-03-312026-05-14

KGC KINROSS GOLD CORP227.1K shares-3.72%2026-03-312026-05-14

SHYM BLACKROCK ETF TRUST II303.2K shares10.06%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC11.6K shares2.18%2026-03-312026-05-14

ABLG ABACUS FCF ETF TR223.7K shares-21.36%2026-03-312026-05-14

TSLA TESLA INC17.5K shares-0.22%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC16.9K shares-1.11%2026-03-312026-05-14

NEM NEWMONT CORP51.3K shares-0.20%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF134.7K sharesnew addition2026-03-312026-05-14

ABBV ABBVIE INC21.3K shares-4.29%2026-03-312026-05-14

MA MASTERCARD INCORPORATED9.2K shares-7.07%2026-03-312026-05-14

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC22.7K sharesnew addition2026-03-312026-05-14

USFD US FOODS HLDG CORP47.1K shares-2.74%2026-03-312026-05-14

TAFM AB ACTIVE ETFS INC170.3K shares-2.75%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC25.7K shares6.45%2026-03-312026-05-14

SYSB ISHARES TR47.1K sharesnew addition2026-03-312026-05-14

CENCORA INC CENCORA INC13.3K shares-2.93%2026-03-312026-05-14

AMAT APPLIED MATLS INC12.0K shares1.26%2026-03-312026-05-14

ASML ASML HOLDING N V3.1K shares9.95%2026-03-312026-05-14

Sponsored

MCK MCKESSON CORP4.7K shares-2.24%2026-03-312026-05-14

EUSA ISHARES INC39.3K shares103.32%2026-03-312026-05-14

MPC MARATHON PETE CORP16.3K shares-8.61%2026-03-312026-05-14

VTI VANGUARD INDEX FDS12.3K shares-28.55%2026-03-312026-05-14

V VISA INC12.8K shares-1.88%2026-03-312026-05-14

CRH PLC CRH PLC34.0K shares-6.56%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC45.5K shares-15.19%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F60.2K shares1.47%2026-03-312026-05-14

Sponsored

WFC WELLS FARGO & CO38.5K shares-0.53%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO10.0K shares-5.60%2026-03-312026-05-14

ORCL ORACLE CORP20.3K shares-12.78%2026-03-312026-05-14

CVE CENOVUS ENERGY INC109.4K shares2.13%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP8.4K shares-1.66%2026-03-312026-05-14

MS MORGAN STANLEY17.6K shares-0.48%2026-03-312026-05-14

FLEX FLEX LTD43.6K shares-2.25%2026-03-312026-05-14

LLY ELI LILLY & CO3.0K shares-2.84%2026-03-312026-05-14

Sponsored

URI UNITED RENTALS INC3.7K shares27.50%2026-03-312026-05-14

FE FIRSTENERGY CORP53.5K shares-1.99%2026-03-312026-05-14

SHEL SHELL PLC28.3K shares-4.29%2026-03-312026-05-14

KLAC KLA CORP1.8K shares-0.89%2026-03-312026-05-14

HON HONEYWELL INTL INC11.4K shares0.99%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC15.5K shares-5.53%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC7.3K shares0.18%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC2.9K shares-2.14%2026-03-312026-05-14

Sponsored

LPLA LPL FINL HLDGS INC8.1K shares-14.58%2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC155.3K shares-11.06%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC16.6K shares5.70%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC11.9K shares26.55%2026-03-312026-05-14

COP CONOCOPHILLIPS17.2K shares3.99%2026-03-312026-05-14

KO COCA COLA CO29.7K shares-2.85%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP12.4K shares-7.67%2026-03-312026-05-14

NFLX NETFLIX INC23.4K shares-9.39%2026-03-312026-05-14

Sponsored

VLUE ISHARES TR15.7K sharesnew addition2026-03-312026-05-14

WAB WABTEC8.9K shares-0.48%2026-03-312026-05-14

AZO AUTOZONE INC659 shares-12.48%2026-03-312026-05-14

PPL PPL CORP57.8K shares-5.99%2026-03-312026-05-14

CNP CENTERPOINT ENERGY INC51.0K shares-0.67%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC7.6K shares12.54%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC10.3K shares2.18%2026-03-312026-05-14

FDX FEDEX CORP5.7K shares20.91%2026-03-312026-05-14

Sponsored

DGX QUEST DIAGNOSTICS INC10.1K shares-0.83%2026-03-312026-05-14

TOTALENERGIES SE TOTALENERGIES SE21.7K shares-18.80%2026-03-312026-05-14

SAN BANCO SANTANDER SA169.3K shares-5.43%2026-03-312026-05-14

ETR ENTERGY CORP NEW16.6K shares2.37%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP19.8K shares-1.54%2026-03-312026-05-14

NVS NOVARTIS AG12.1K shares-0.77%2026-03-312026-05-14

IGEB ISHARES TR40.6K shares-53.90%2026-03-312026-05-14

HSBC HSBC HLDGS PLC21.8K shares-6.15%2026-03-312026-05-14

Sponsored

CNQ CANADIAN NAT RES LTD MED TER36.4K shares5.92%2026-03-312026-05-14

CHRW C H ROBINSON WORLDWIDE INC10.6K shares0.07%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP5.8K shares-15.61%2026-03-312026-05-14

SHOP SHOPIFY INC13.8K shares-14.56%2026-03-312026-05-14

J JACOBS SOLUTIONS INC12.8K shares6.16%2026-03-312026-05-14

BUD ANHEUSER BUSCH INBEV SA/NV23.1K shares-7.95%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN8.1K shares65.24%2026-03-312026-05-14

SLB SLB LIMITED29.9K shares3.21%2026-03-312026-05-14

Sponsored

IGSB ISHARES TR28.8K shares-97.62%2026-03-312026-05-14

APH AMPHENOL CORP NEW11.8K shares-0.03%2026-03-312026-05-14

SYK STRYKER CORPORATION4.5K shares-12.97%2026-03-312026-05-14

CCEP COCA-COLA EUROPACIFIC PARTNE16.0K shares-2.56%2026-03-312026-05-14

ABT ABBOTT LABS14.0K shares-53.22%2026-03-312026-05-14

E ENI S P A25.0K shares-5.06%2026-03-312026-05-14

VGSH VANGUARD SCOTTSDALE FDS23.9K shares-34.20%2026-03-312026-05-14

HD HOME DEPOT INC4.2K shares-18.92%2026-03-312026-05-14

Sponsored

TMUS T-MOBILE US INC6.4K shares2.22%2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V6.7K shares8.45%2026-03-312026-05-14

TRMB TRIMBLE INC20.0K shares112.08%2026-03-312026-05-14

CASY CASEYS GEN STORES INC1.8K shares-2.25%2026-03-312026-05-14

AON PLC AON PLC4.0K shares3.86%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F22.6K sharesnew addition2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC21.8K shares-1.99%2026-03-312026-05-14

MSCI MSCI INC2.4K shares1.33%2026-03-312026-05-14

Sponsored

WM WASTE MGMT INC DEL5.5K shares1.89%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC10.5K shares-14.35%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE INC8.0K shares25.82%2026-03-312026-05-14

UAL UNITED AIRLS HLDGS INC13.5K shares0.69%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP5.7K shares3.47%2026-03-312026-05-14

HUBBELL INC HUBBELL INC2.4K shares18.89%2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC233.9K shares-7.74%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC11.9K shares186.03%2026-03-312026-05-14

Sponsored

VRT VERTIV HOLDINGS CO4.7K shares-6.73%2026-03-312026-05-14

CORPAY INC CORPAY INC4.0K shares15.59%2026-03-312026-05-14

BP BP PLC24.9K shares-4.97%2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC7.5K shares-1.83%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC6.8K shares1425.96%2026-03-312026-05-14

APP APPLOVIN CORP2.8K shares13.78%2026-03-312026-05-14

USHY ISHARES TR29.9K shares-87.28%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON4.5K shares-2.43%2026-03-312026-05-14

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA49.6K shares-2.68%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.3K shares328.94%2026-03-312026-05-14

IONS IONIS PHARMACEUTICALS INC14.1K shares0.64%2026-03-312026-05-14

SYY SYSCO CORP14.6K shares-0.31%2026-03-312026-05-14

AN AUTONATION INC5.3K shares-23.14%2026-03-312026-05-14

BHP BHP GROUP LTD14.2K shares-1.49%2026-03-312026-05-14

MUFG MITSUBISHI UFJ FINANCIAL GRO60.0K shares-4.07%2026-03-312026-05-14

HSY HERSHEY CO4.9K shares-3.17%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC9.1K shares-2.73%2026-03-312026-05-14

IGRO ISHARES TR10.8K sharesnew addition2026-03-312026-05-14

ALLE ALLEGION PLC6.2K shares-2.22%2026-03-312026-05-14

ROST ROSS STORES INC4.1K shares-1.64%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC7.2K shares-1.24%2026-03-312026-05-14

CMI CUMMINS INC1.6K shares15.42%2026-03-312026-05-14

ALL ALLSTATE CORP4.1K shares-58.74%2026-03-312026-05-14

EMB ISHARES TR8.8K shares-97.35%2026-03-312026-05-14

Sponsored

MEDTRONIC PLC MEDTRONIC PLC9.5K shares-27.70%2026-03-312026-05-14

ING ING GROEP N V31.1K shares-1.64%2026-03-312026-05-14

IX ORIX CORP26.8K shares0.25%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F14.4K sharesnew addition2026-03-312026-05-14

NET CLOUDFLARE INC3.8K shares19.69%2026-03-312026-05-14

TS TENARIS S A13.2K shares-10.88%2026-03-312026-05-14

GILD GILEAD SCIENCES INC5.5K shares28.22%2026-03-312026-05-14

MT ARCELORMITTAL SA LUXEMBOURG14.1K shares-3.87%2026-03-312026-05-14

Sponsored

VST VISTRA CORP4.8K shares93.98%2026-03-312026-05-14

MSTR STRATEGY INC5.8K sharesnew addition2026-03-312026-05-14

GEV GE VERNOVA INC811 shares50.19%2026-03-312026-05-14

GSK PLC GSK PLC12.8K shares-1.60%2026-03-312026-05-14

IWB ISHARES TR2.0K shares-21.61%2026-03-312026-05-14

WDS WOODSIDE ENERGY GROUP LTD29.5K shares1.27%2026-03-312026-05-14

DIS DISNEY WALT CO7.2K shares-17.08%2026-03-312026-05-14

EXPE EXPEDIA GROUP INC3.0K shares-5.22%2026-03-312026-05-14

Sponsored

HLN HALEON PLC67.4K shares-18.91%2026-03-312026-05-14

BCS BARCLAYS PLC31.5K shares-0.71%2026-03-312026-05-14

MCD MCDONALDS CORP2.1K shares-14.35%2026-03-312026-05-14

RS RELIANCE INC2.1K shares24.78%2026-03-312026-05-14

BIDD BLACKROCK ETF TRUST22.6K sharesnew addition2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE2.2K shares3.93%2026-03-312026-05-14

PFGC PERFORMANCE FOOD GROUP CO7.3K shares0.58%2026-03-312026-05-14

ABNB AIRBNB INC5.0K shares8.43%2026-03-312026-05-14

Sponsored

EQNR EQUINOR ASA14.8K shares2.82%2026-03-312026-05-14

XYZ BLOCK INC10.3K sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC1.8K shares4.16%2026-03-312026-05-14

DXCM DEXCOM INC9.8K sharesnew addition2026-03-312026-05-14

BALI BLACKROCK ETF TRUST19.6K sharesnew addition2026-03-312026-05-14

APTIV PLC APTIV PLC10.2K shares26.28%2026-03-312026-05-14

SN SHARKNINJA INC5.7K shares-13.93%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO2.8K shares14.92%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR4.5K shares-54.95%2026-03-312026-05-14

COKE COCA COLA CONS INC3.0K shares-9.72%2026-03-312026-05-14

FIX COMFORT SYS USA INC405 shares-3.80%2026-03-312026-05-14

NRG NRG ENERGY INC3.7K shares75.62%2026-03-312026-05-14

KKR & CO INC KKR & CO INC5.8K shares163.06%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC8.3K shares30.36%2026-03-312026-05-14

APLS APELLIS PHARMACEUTICALS INC13.3K shares44.37%2026-03-312026-05-14

EMR EMERSON ELEC CO4.1K shares-32.64%2026-03-312026-05-14

Sponsored

NEE NEXTERA ENERGY INC5.7K shares-39.82%2026-03-312026-05-14

ARGX ARGENX SE669 shares-1.33%2026-03-312026-05-14

HYDB ISHARES TR10.5K sharesnew addition2026-03-312026-05-14

LYV LIVE NATION ENTERTAINMENT IN3.2K shares17.00%2026-03-312026-05-14

BURL BURLINGTON STORES INC1.5K shares20.31%2026-03-312026-05-14

COST COSTCO WHSL CORP NEW480 shares26.65%2026-03-312026-05-14

COIN COINBASE GLOBAL INC2.7K shares117.44%2026-03-312026-05-14

TM TOYOTA MOTOR CORP2.3K shares3.65%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.4K shares-25.77%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC1.0K shares3.55%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC1.2K shares-20.25%2026-03-312026-05-14

FUTU FUTU HLDGS LTD3.4K shares-0.06%2026-03-312026-05-14

ONON ON HLDG AG13.3K sharesnew addition2026-03-312026-05-14

ADBE ADOBE SYSTEMS INCORPORATED1.8K shares-43.08%2026-03-312026-05-14

XPO XPO INC2.3K sharesnew addition2026-03-312026-05-14

CL COLGATE PALMOLIVE CO5.2K shares-24.33%2026-03-312026-05-14

Sponsored

HLI HOULIHAN LOKEY INC3.0K shares-2.16%2026-03-312026-05-14

CAVA CAVA GROUP INC5.4K sharesnew addition2026-03-312026-05-14

IQV IQVIA HLDGS INC2.5K shares49.91%2026-03-312026-05-14

TXG 10X GENOMICS INC19.9K shares-21.13%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.8K shares-28.45%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC1.5K shares16.39%2026-03-312026-05-14

NU NU HLDGS LTD28.6K shares0.34%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC1.2K shares79.36%2026-03-312026-05-14

Sponsored

PWR QUANTA SVCS INC727 shares23.01%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO1.2K shares-43.18%2026-03-312026-05-14

RIO RIO TINTO PLC4.2K shares-3.37%2026-03-312026-05-14

STLD STEEL DYNAMICS INC2.1K sharesnew addition2026-03-312026-05-14

U UNITY SOFTWARE INC17.5K sharesnew addition2026-03-312026-05-14

DDOG DATADOG INC3.2K shares71.67%2026-03-312026-05-14

QCOM QUALCOMM INC3.0K shares-24.73%2026-03-312026-05-14

TPL TEXAS PACIFIC LAND CORPORATI802 sharesnew addition2026-03-312026-05-14

Sponsored

RCL ROYAL CARIBBEAN GROUP1.4K sharesnew addition2026-03-312026-05-14

BROS DUTCH BROS INC7.3K sharesnew addition2026-03-312026-05-14

GRFS GRIFOLS S A45.7K shares-2.32%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC6.4K shares-25.62%2026-03-312026-05-14

NATIONAL GRID PLC NATIONAL GRID PLC4.3K shares5.60%2026-03-312026-05-14

TRGP TARGA RES CORP1.4K shares8.71%2026-03-312026-05-14

WMT WALMART INC2.9K shares8.31%2026-03-312026-05-14

MMM 3M CO2.5K shares-13.21%2026-03-312026-05-14

Sponsored

TTD THE TRADE DESK INC15.7K sharesnew addition2026-03-312026-05-14

RBLX ROBLOX CORP6.2K shares-45.65%2026-03-312026-05-14

CLOA BLACKROCK ETF TRUST II6.7K sharesnew addition2026-03-312026-05-14

MKSI MKS INC.1.5K shares-38.06%2026-03-312026-05-14

SMFG SUMITOMO MITSUI FINL GROUP I17.5K shares-2.96%2026-03-312026-05-14

VODAFONE GROUP PLC NEW VODAFONE GROUP PLC NEW22.8K shares-7.57%2026-03-312026-05-14

RBRK RUBRIK INC6.9K sharesnew addition2026-03-312026-05-14

VB VANGUARD INDEX FDS1.3K shares-9.47%2026-03-312026-05-14

Sponsored

PSTG PURE STORAGE INC5.6K shares86.34%2026-03-312026-05-14

NICE NICE LTD2.9K sharesnew addition2026-03-312026-05-14

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC3.3K shares13.90%2026-03-312026-05-14

NATWEST GROUP PLC NATWEST GROUP PLC21.2K shares-4.81%2026-03-312026-05-14

THC TENET HEALTHCARE CORP1.7K shares-18.07%2026-03-312026-05-14

IYJ ISHARES TR2.1K shares18.03%2026-03-312026-05-14

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC4.7K sharesnew addition2026-03-312026-05-14

SNOW SNOWFLAKE INC2.0K shares60.88%2026-03-312026-05-14

Sponsored

NMR NOMURA HLDGS INC38.5K shares0.90%2026-03-312026-05-14

SRPT SAREPTA THERAPEUTICS INC13.8K shares12.39%2026-03-312026-05-14

PHG KONINKLIJKE PHILIPS N V10.9K shares-8.51%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW4.1K shares16.53%2026-03-312026-05-14

PUK PRUDENTIAL PLC10.4K shares2.42%2026-03-312026-05-14

RTX RAYTHEON TECHNOLOGIES CORP1.5K shares9.18%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL608 shares33.04%2026-03-312026-05-14

FIDI FIDELITY COVINGTON TRUST10.4K sharesnew addition2026-03-312026-05-14

Sponsored

FAST FASTENAL CO6.1K sharesnew addition2026-03-312026-05-14

BLD TOPBUILD CORP807 shares32.08%2026-03-312026-05-14

UNP UNION PAC CORP1.2K sharesnew addition2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC2.4K shares-21.84%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC4.6K sharesnew addition2026-03-312026-05-14

CVNA CARVANA CO4.3K shares563.31%2026-03-312026-05-14

TWLO TWILIO INC2.1K shares43.73%2026-03-312026-05-14

XOM EXXON MOBIL CORP1.5K sharesnew addition2026-03-312026-05-14

Sponsored

PANW PALO ALTO NETWORKS INC1.6K shares-47.19%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC749 sharesnew addition2026-03-312026-05-14

IGF ISHARES TR3.7K shares-14.35%2026-03-312026-05-14

CAT CATERPILLAR INC353 sharesnew addition2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC15.6K shares9.61%2026-03-312026-05-14

IT GARTNER INC1.5K shares4.71%2026-03-312026-05-14

RING ISHARES INC3.1K sharesnew addition2026-03-312026-05-14

RDDT REDDIT INC1.8K sharesnew addition2026-03-312026-05-14

Sponsored

INSM INSMED INC1.4K sharesnew addition2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC651 sharesnew addition2026-03-312026-05-14

LITE LUMENTUM HLDGS INC325 sharesnew addition2026-03-312026-05-14

TOST TOAST INC8.4K sharesnew addition2026-03-312026-05-14

BA BOEING CO1.1K sharesnew addition2026-03-312026-05-14

DOCS DOXIMITY INC9.5K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP365 sharesnew addition2026-03-312026-05-14

PEP PEPSICO INC1.4K shares-6.21%2026-03-312026-05-14

Sponsored

SONY SONY GROUP CORP10.2K shares-78.52%2026-03-312026-05-14

STM STMICROELECTRONICS N V6.0K sharesnew addition2026-03-312026-05-14

MBSF VALUED ADVISERS TR8.0K sharesnew addition2026-03-312026-05-14

RMD RESMED INC907 sharesnew addition2026-03-312026-05-14

CRM SALESFORCE INC1.1K sharesnew addition2026-03-312026-05-14

ALAB ASTERA LABS INC1.9K sharesnew addition2026-03-312026-05-14

SNN SMITH & NEPHEW PLC6.3K shares-0.08%2026-03-312026-05-14

MFG MIZUHO FINANCIAL GROUP INC25.3K shares-0.22%2026-03-312026-05-14

Sponsored

ROCKET LAB CORP ROCKET LAB CORP3.1K sharesnew addition2026-03-312026-05-14

TAK TAKEDA PHARMACEUTICAL CO LTD10.5K sharesnew addition2026-03-312026-05-14

LYFT LYFT INC13.1K sharesnew addition2026-03-312026-05-14

AEGON LTD AEGON LTD20.8K shares47.35%2026-03-312026-05-14

UWMC UWM HOLDINGS CORPORATION22.5K shares-17.60%2026-03-312026-05-14

IVV

ISHARES TR

12.48%

Shares1.2M

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

64.58%

Shares19.7M

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

16.08%

Shares11.1M

Event2026-03-31

Filed2026-05-14

PWRD

TCW ETF TRUST

23.90%

Shares6.6M

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

33.73%

Shares12.0M

Event2026-03-31

Filed2026-05-14

JAVA

J P MORGAN EXCHANGE TRADED F

71.63%

Shares8.2M

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

14.55%

Shares5.9M

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

18.04%

Shares10.2M

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

-0.50%

Shares3.8M

Event2026-03-31

Filed2026-05-14

AB ACTIVE ETFS INC

New

Shares8.3M

Event2026-03-31

Filed2026-05-14

FBCG

FIDELITY COVINGTON TRUST

-3.44%

Shares7.2M

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

344.88%

Shares2.9M

Event2026-03-31

Filed2026-05-14

ABFL

ABACUS FCF ETF TR

-48.91%

Shares4.2M

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-5.76%

Shares2.7M

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

298.55%

Shares3.5M

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

9.71%

Shares4.0M

Event2026-03-31

Filed2026-05-14

JCPB

J P MORGAN EXCHANGE TRADED F

19.22%

Shares4.4M

Event2026-03-31

Filed2026-05-14

BRTR

BLACKROCK ETF TRUST II

241.69%

Shares4.0M

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

49.38%

Shares1.8M

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-61.48%

Shares2.6M

Event2026-03-31

Filed2026-05-14

IYG

ISHARES TR

309.54%

Shares2.2M

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

20.81%

Shares1.8M

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

1316.73%

Shares6.6M

Event2026-03-31

Filed2026-05-14

IYK

ISHARES TR

New

Shares2.1M

Event2026-03-31

Filed2026-05-14

HEFA

ISHARES TR

-2.27%

Shares3.5M

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

66.32%

Shares658.4K

Event2026-03-31

Filed2026-05-14

IEI

ISHARES TR

-7.30%

Shares1.1M

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

5.18%

Shares287.5K

Event2026-03-31

Filed2026-05-14

JIRE

J P MORGAN EXCHANGE TRADED F

-9.94%

Shares1.5M

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

401.37%

Shares1.5M

Event2026-03-31

Filed2026-05-14

EMGF

ISHARES INC

21.07%

Shares1.6M

Event2026-03-31

Filed2026-05-14

FDVV

FIDELITY COVINGTON TRUST

120.63%

Shares1.7M

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

15189.68%

Shares1.3M

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-14.80%

Shares1.0M

Event2026-03-31

Filed2026-05-14

INMU

BLACKROCK ETF TRUST II

88.57%

Shares3.3M

Event2026-03-31

Filed2026-05-14

ABLD

ABACUS FCF ETF TR

New

Shares2.4M

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-18.69%

Shares1.4M

Event2026-03-31

Filed2026-05-14

FESM

FIDELITY COVINGTON TRUST

1.66%

Shares1.8M

Event2026-03-31

Filed2026-05-14

ITA

ISHARES TR

40.89%

Shares313.2K

Event2026-03-31

Filed2026-05-14

STIP

ISHARES TR

-40.59%

Shares650.1K

Event2026-03-31

Filed2026-05-14

SPY

SPDR S&P 500 ETF TR

-1.46%

Shares101.4K

Event2026-03-31

Filed2026-05-14

IYW

ISHARES TR

-64.23%

Shares352.8K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

18.25%

Shares526.4K

Event2026-03-31

Filed2026-05-14

TIP

ISHARES TR

4.49%

Shares485.2K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

7.93%

Shares361.2K

Event2026-03-31

Filed2026-05-14

JMUB

J P MORGAN EXCHANGE TRADED F

96.81%

Shares797.3K

Event2026-03-31

Filed2026-05-14

JBND

J P MORGAN EXCHANGE TRADED F

42.99%

Shares677.1K

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

13.72%

Shares355.0K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-36.90%

Shares177.0K

Event2026-03-31

Filed2026-05-14

MUNI

PIMCO ETF TR

-5.62%

Shares592.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-8.68%

Shares153.3K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

4.87%

Shares163.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCH TRADED FD TR II

-24.59%

Shares320.0K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.52%

Shares86.7K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

-76.22%

Shares212.5K

Event2026-03-31

Filed2026-05-14

JMST

J P MORGAN EXCHANGE TRADED F

57.60%

Shares368.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-0.42%

Shares57.2K

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

60.56%

Shares176.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-13.24%

Shares40.8K

Event2026-03-31

Filed2026-05-14

TFI

SPDR SERIES TRUST

41.95%

Shares286.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-4.03%

Shares61.5K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

-75.38%

Shares106.9K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-19.71%

Shares182.1K

Event2026-03-31

Filed2026-05-14

MEAR

ISHARES U S ETF TR

23.20%

Shares221.9K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

0.14%

Shares30.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

6.89%

Shares30.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-5.40%

Shares29.7K

Event2026-03-31

Filed2026-05-14

MEM

MATTHEWS ASIA FDS

4.09%

Shares215.5K

Event2026-03-31

Filed2026-05-14

SHLD

GLOBAL X FDS

6.72%

Shares111.3K

Event2026-03-31

Filed2026-05-14

IEF

ISHARES TR

17.86%

Shares81.1K

Event2026-03-31

Filed2026-05-14

KGC

KINROSS GOLD CORP

-3.72%

Shares227.1K

Event2026-03-31

Filed2026-05-14

SHYM

BLACKROCK ETF TRUST II

10.06%

Shares303.2K

Event2026-03-31

Filed2026-05-14