Sponsored

The Analysis of E&G Advisors, LP's Holdings & P&L

Currently, E&G Advisors, LP holds 236 types of securities in its portfolio with a total value $449.2M. In the most recent quarter, they have increased their positions in N/A (+3.4K shares, valued at $1.9M), VEA (+20.7K shares, valued at $1.3M), AVDV (+11.0K shares, valued at $1.1M); decreased their positions in SLV (-10.7K shares, valued at $728.1K), GLD (-1.1K shares, valued at $470.3K), IWF (-728 shares, valued at $310.1K); initiated new positions in AVDV (+11.0K shares, valued at $1.1M), REMX (+6.6K shares, valued at $580.6K), ILF (+9.4K shares, valued at $332.3K).

1M P&L

-130.6M-23.58%

3M P&L

-177.1M-29.51%

HY P&L

-153.9M-26.67%

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/A275.9M

72.4%

2Banks - Diversified11.5M

3.0%

3Semiconductors8.5M

2.2%

Top Industries by Stock Count

1N/A114 stocks

53.0%

2Drug Manufacturers - General7 stocks

3.3%

3Oil & Gas Midstream5 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWF ISHARES TR102.5K shares-0.71%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS200.8K shares-0.20%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T33.8K shares0.88%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR34.5K shares10.78%2026-03-312026-04-21

GLD SPDR GOLD TR38.9K shares-2.73%2026-03-312026-04-21

VTV VANGUARD INDEX FDS78.1K shares3.50%2026-03-312026-04-21

ALPHABET INC ALPHABET INC37.3K shares-0.96%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T45.8K shares6.46%2026-03-312026-04-21

Sponsored

VGT VANGUARD WORLD FD12.4K shares-0.67%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO29.4K shares-2.90%2026-03-312026-04-21

NVDA NVIDIA CORPORATION41.1K shares2.21%2026-03-312026-04-21

SPYM SPDR SERIES TRUST92.8K shares3.79%2026-03-312026-04-21

AAPL APPLE INC22.5K shares0.18%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP26.6K shares-0.64%2026-03-312026-04-21

IWM ISHARES TR22.3K shares2.11%2026-03-312026-04-21

VBR VANGUARD INDEX FDS25.2K shares4.08%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC25.8K shares0.51%2026-03-312026-04-21

AGG ISHARES TR50.0K shares18.92%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS72.2K shares40.11%2026-03-312026-04-21

META META PLATFORMS INC8.0K shares1.05%2026-03-312026-04-21

MSFT MICROSOFT CORP12.1K shares2.06%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F77.5K shares1.82%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC4.7K shares-2.04%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.2K shares-0.93%2026-03-312026-04-21

Sponsored

GDX VANECK ETF TRUST41.3K shares-6.14%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR28.4K shares-1.46%2026-03-312026-04-21

BROADCOM INC BROADCOM INC11.8K shares0.71%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP92.1K shares-0.35%2026-03-312026-04-21

GSLC GOLDMAN SACHS ETF TR22.7K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS4.7K shares-0.34%2026-03-312026-04-21

IGSB ISHARES TR50.8K shares0.00%2026-03-312026-04-21

VGK VANGUARD INTL EQUITY INDEX F32.3K shares-3.25%2026-03-312026-04-21

Sponsored

KLAC KLA CORP1.8K shares0.33%2026-03-312026-04-21

XOM EXXON MOBIL CORP15.4K shares-3.10%2026-03-312026-04-21

DXJ WISDOMTREE TR16.1K shares15.75%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR39.0K shares1.04%2026-03-312026-04-21

GILD GILEAD SCIENCES INC16.3K shares-0.40%2026-03-312026-04-21

RWL INVESCO EXCH TRADED FD TR II18.7K shares1.41%2026-03-312026-04-21

V VISA INC6.9K shares0.53%2026-03-312026-04-21

AMAT APPLIED MATLS INC6.0K shares-0.03%2026-03-312026-04-21

Sponsored

BAC BANK AMERICA CORP41.2K shares0.99%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR40.7K shares0.49%2026-03-312026-04-21

SLV ISHARES SILVER TR29.0K shares-26.91%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC17.2K shares-0.03%2026-03-312026-04-21

NEE NEXTERA ENERGY INC20.5K shares0.20%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR37.1K shares-0.07%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC16.2K shares103.06%2026-03-312026-04-21

SPYV SPDR SERIES TRUST32.2K shares0.05%2026-03-312026-04-21

Sponsored

EWJ ISHARES INC21.4K shares-0.34%2026-03-312026-04-21

ALPHABET INC ALPHABET INC6.3K shares-0.62%2026-03-312026-04-21

SPAB SPDR SERIES TRUST70.3K shares-0.25%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L47.6K shares-0.68%2026-03-312026-04-21

IDEV ISHARES TR21.0K shares2.60%2026-03-312026-04-21

CAT CATERPILLAR INC2.4K shares0.20%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC14.3K shares0.21%2026-03-312026-04-21

DBMF LITMAN GREGORY FDS TR57.1K shares0.00%2026-03-312026-04-21

Sponsored

OIH VANECK ETF TRUST4.2K shares9.15%2026-03-312026-04-21

SPHB INVESCO EXCH TRADED FD TR II14.5K shares-0.69%2026-03-312026-04-21

IEI ISHARES TR13.4K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION7.4K shares1.59%2026-03-312026-04-21

IVV ISHARES TR2.3K shares-0.09%2026-03-312026-04-21

LLY ELI LILLY & CO1.7K shares1.10%2026-03-312026-04-21

TIP ISHARES TR13.1K shares-0.44%2026-03-312026-04-21

EMR EMERSON ELEC CO11.0K shares-1.78%2026-03-312026-04-21

Sponsored

SPIB SPDR SERIES TRUST41.8K shares-0.48%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR8.6K shares6.86%2026-03-312026-04-21

XME SPDR SERIES TRUST12.5K shares7.01%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS22.7K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY8.2K shares0.28%2026-03-312026-04-21

XOP SPDR SERIES TRUST7.3K shares2.37%2026-03-312026-04-21

COPX GLOBAL X FDS17.2K shares133.41%2026-03-312026-04-21

CSCO CISCO SYS INC16.8K shares0.68%2026-03-312026-04-21

Sponsored

DE DEERE & CO2.3K shares-7.62%2026-03-312026-04-21

WMT WALMART INC10.2K shares-0.44%2026-03-312026-04-21

HD HOME DEPOT INC3.8K shares0.55%2026-03-312026-04-21

EEM ISHARES TR22.2K shares20.31%2026-03-312026-04-21

LOW LOWES COS INC5.3K shares-0.30%2026-03-312026-04-21

TLT ISHARES TR14.3K shares-3.37%2026-03-312026-04-21

VLO VALERO ENERGY CORP5.0K shares0.20%2026-03-312026-04-21

JPC NUVEEN PFD & INCOME OPPORTUN153.9K shares-2.75%2026-03-312026-04-21

Sponsored

MDY STATE STR SPDR S&P MIDCAP 401.9K shares1.36%2026-03-312026-04-21

DAL DELTA AIR LINES INC16.9K shares1.20%2026-03-312026-04-21

IWV ISHARES TR3.0K shares0.00%2026-03-312026-04-21

GJUL FIRST TR EXCHNG TRADED FD VI27.2K shares0.00%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR11.0K sharesnew addition2026-03-312026-04-21

OPPJ WISDOMTREE TR20.0K shares326.11%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC1.1K shares0.44%2026-03-312026-04-21

RTX RTX CORPORATION5.2K shares0.17%2026-03-312026-04-21

Sponsored

IWN ISHARES TR5.2K shares-4.27%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR8.7K shares0.00%2026-03-312026-04-21

SMH VANECK ETF TRUST2.5K shares-3.64%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR6.3K shares2.45%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR19.8K shares0.89%2026-03-312026-04-21

MA MASTERCARD INCORPORATED1.8K shares0.50%2026-03-312026-04-21

BIT BLACKROCK MULTI SECTOR INC T71.5K shares-3.12%2026-03-312026-04-21

IWR ISHARES TR9.2K shares83.06%2026-03-312026-04-21

Sponsored

KKR & CO INC KKR & CO INC9.2K shares2.27%2026-03-312026-04-21

OPPE WISDOMTREE TR15.6K shares137.25%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC3.0K shares0.30%2026-03-312026-04-21

NVS NOVARTIS AG5.2K shares-1.97%2026-03-312026-04-21

CCJ CAMECO CORP7.1K shares-1.93%2026-03-312026-04-21

ABBV ABBVIE INC3.5K shares1.30%2026-03-312026-04-21

AMGN AMGEN INC2.2K shares0.19%2026-03-312026-04-21

STWD STARWOOD PPTY TR INC42.8K shares-1.16%2026-03-312026-04-21

Sponsored

CALF PACER FDS TR16.4K shares0.04%2026-03-312026-04-21

TXN TEXAS INSTRS INC3.8K shares0.53%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.44%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.5K shares0.07%2026-03-312026-04-21

USMV ISHARES TR7.5K shares0.00%2026-03-312026-04-21

NEM NEWMONT CORP6.3K shares0.14%2026-03-312026-04-21

HYI WESTERN ASSET HIGH YIELD OPP63.2K shares-5.32%2026-03-312026-04-21

SPSM SPDR SERIES TRUST13.6K shares0.15%2026-03-312026-04-21

Sponsored

CMI CUMMINS INC1.2K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.9K shares0.77%2026-03-312026-04-21

PRU PRUDENTIAL FINL INC6.6K shares-1.50%2026-03-312026-04-21

URA GLOBAL X FDS13.1K shares-0.57%2026-03-312026-04-21

IJR ISHARES TR4.9K shares76.85%2026-03-312026-04-21

PDI PIMCO DYNAMIC INCOME FD35.6K shares-1.93%2026-03-312026-04-21

TSLA TESLA INC1.6K shares72.50%2026-03-312026-04-21

RA BROOKFIELD REAL ASSETS INCOM47.2K shares-1.18%2026-03-312026-04-21

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.8K shares0.40%2026-03-312026-04-21

ORCL ORACLE CORP4.0K shares0.85%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC3.0K shares2.42%2026-03-312026-04-21

WFC WELLS FARGO & CO7.4K shares0.07%2026-03-312026-04-21

FTGC FIRST TR EXCHANGE TRAD FD VI20.3K shares7.97%2026-03-312026-04-21

REMX VANECK ETF TRUST6.6K sharesnew addition2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP2.2K shares-0.37%2026-03-312026-04-21

IEF ISHARES TR5.9K shares-3.30%2026-03-312026-04-21

Sponsored

QCOM QUALCOMM INC4.3K shares0.89%2026-03-312026-04-21

EOG EOG RES INC3.8K shares-2.25%2026-03-312026-04-21

CB CHUBB LTD SWITZ1.7K shares0.30%2026-03-312026-04-21

CMCSA COMCAST CORP NEW18.8K shares0.42%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR10.7K shares67.26%2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T3.7K shares0.14%2026-03-312026-04-21

GRNY TIDAL TRUST I21.9K shares-1.10%2026-03-312026-04-21

DSL DOUBLELINE INCOME SOLUTIONS47.8K shares-3.82%2026-03-312026-04-21

Sponsored

EPS WISDOMTREE TR7.4K shares0.00%2026-03-312026-04-21

ETR ENTERGY CORP NEW4.4K shares-0.27%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC979 shares1.03%2026-03-312026-04-21

PSX PHILLIPS 662.6K shares0.38%2026-03-312026-04-21

SLB SLB LIMITED9.2K shares0.36%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.6K shares5.51%2026-03-312026-04-21

VTI VANGUARD INDEX FDS1.4K shares74.66%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC3.5K shares0.00%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP1.9K shares-4.62%2026-03-312026-04-21

SHEL SHELL PLC4.9K shares0.00%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS5.0K shares0.00%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST7.6K shares5.37%2026-03-312026-04-21

BFST BUSINESS FIRST BANCSHARES IN16.1K shares0.00%2026-03-312026-04-21

CG CARLYLE GROUP INC8.6K shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION409 shares-21.19%2026-03-312026-04-21

HEDJ WISDOMTREE TR7.8K shares-0.13%2026-03-312026-04-21

Sponsored

ET ENERGY TRANSFER L P20.8K shares0.00%2026-03-312026-04-21

HYG ISHARES TR5.0K shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.0K shares3.27%2026-03-312026-04-21

AAXJ ISHARES TR4.0K shares54.87%2026-03-312026-04-21

URNM SPROTT FDS TR6.1K shares18.78%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC6.6K shares0.00%2026-03-312026-04-21

ASML ASML HLDG NV292 shares31.53%2026-03-312026-04-21

TCAF T ROWE PRICE ETF INC10.6K shares0.00%2026-03-312026-04-21

Sponsored

CHI CALAMOS CONV OPPORTUNITIES &34.9K shares-0.29%2026-03-312026-04-21

RDN RADIAN GROUP INC11.3K shares0.00%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS7.9K shares0.08%2026-03-312026-04-21

LNG CHENIERE ENERGY INC1.3K shares0.00%2026-03-312026-04-21

EG EVEREST GROUP LTD1.1K shares0.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO1.2K shares1.82%2026-03-312026-04-21

JBBB JANUS DETROIT STR TR7.6K shares0.00%2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP14.5K shares0.00%2026-03-312026-04-21

Sponsored

TIDAL TRUST III TIDAL TRUST III14.0K shares65.43%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR4.0K shares-0.08%2026-03-312026-04-21

GEV GE VERNOVA INC398 shares11.48%2026-03-312026-04-21

FPE FIRST TR EXCH TRADED FD III19.2K shares0.00%2026-03-312026-04-21

ILF ISHARES TR9.4K sharesnew addition2026-03-312026-04-21

IRM IRON MTN INC DEL3.2K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP1.0K shares1.98%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II6.1K shares-0.98%2026-03-312026-04-21

Sponsored

SNY SANOFI SA6.4K shares0.00%2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC707 shares-12.06%2026-03-312026-04-21

LIT GLOBAL X FDS4.0K sharesnew addition2026-03-312026-04-21

GNOV FIRST TR EXCHNG TRADED FD VI7.6K shares-0.65%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC1.4K shares0.21%2026-03-312026-04-21

APD AIR PRODUCTS AND CHEMICALS I1.0K shares0.80%2026-03-312026-04-21

DFJ WISDOMTREE TR2.9K shares0.25%2026-03-312026-04-21

Sponsored

DHI D R HORTON INC2.1K shares1.00%2026-03-312026-04-21

SNOW SNOWFLAKE INC1.9K shares5.47%2026-03-312026-04-21

SPTL SPDR SERIES TRUST11.0K shares0.00%2026-03-312026-04-21

T AT&T INC9.5K shares7.35%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP6.7K shares-25.56%2026-03-312026-04-21

DFAC DIMENSIONAL ETF TRUST7.0K shares-9.87%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC1.7K shares0.36%2026-03-312026-04-21

TGT TARGET CORP2.2K shares-1.55%2026-03-312026-04-21

Sponsored

JFR NUVEEN FLOATING RATE INCOME35.7K shares-1.65%2026-03-312026-04-21

BOTZ GLOBAL X FDS8.1K shares15.67%2026-03-312026-04-21

OXY OCCIDENTAL PETE CORP4.1K shares-40.81%2026-03-312026-04-21

KO COCA COLA CO3.5K shares-3.15%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS3.4K shares0.00%2026-03-312026-04-21

ARKQ ARK ETF TR2.3K shares19.95%2026-03-312026-04-21

IWO ISHARES TR832 shares1.46%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS4.4K shares0.00%2026-03-312026-04-21

Sponsored

BMY BRISTOL-MYERS SQUIBB CO4.3K shares0.00%2026-03-312026-04-21

PFF ISHARES TR8.5K shares0.00%2026-03-312026-04-21

APH AMPHENOL CORP2.0K shares0.59%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-04-21

WMB WILLIAMS COS INC3.4K shares2.63%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.5K shares4.14%2026-03-312026-04-21

RSVR RESERVOIR MEDIA INC24.1K shares-2.03%2026-03-312026-04-21

KRE SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-04-21

Sponsored

EXE EXPAND ENERGY CORPORATION2.1K shares0.00%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP1.9K shares0.47%2026-03-312026-04-21

EDD MORGAN STANLEY EMERGING MKTS44.8K shares2.29%2026-03-312026-04-21

QXO QXO INC11.4K shares12.81%2026-03-312026-04-21

IVW ISHARES TR1.9K shares5.43%2026-03-312026-04-21

NTR NUTRIEN LTD2.9K sharesnew addition2026-03-312026-04-21

FNV FRANCO NEV CORP883 sharesnew addition2026-03-312026-04-21

KALU KAISER ALUMINIUM CORPORATION1.8K sharesnew addition2026-03-312026-04-21

Sponsored

SHLD GLOBAL X FDS3.1K sharesnew addition2026-03-312026-04-21

EPI WISDOMTREE TR5.3K shares1.94%2026-03-312026-04-21

NOW SERVICENOW INC2.0K shares4.07%2026-03-312026-04-21

CPAI NORTHERN LTS FD TR III5.1K sharesnew addition2026-03-312026-04-21

PWR QUANTA SVCS INC382 sharesnew addition2026-03-312026-04-21

GBTC GRAYSCALE BITCOIN TRUST ETF4.0K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-21

AXON AXON ENTERPRISE INC483 shares26.11%2026-03-312026-04-21

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.5K shares0.00%2026-03-312026-04-21

OKE ONEOK INC NEW2.2K sharesnew addition2026-03-312026-04-21

IEFA ISHARES TR2.2K sharesnew addition2026-03-312026-04-21

ARDC ARES DYNAMIC CR ALLOCATION F15.6K shares-1.27%2026-03-312026-04-21

F FORD MTR CO16.3K shares1.31%2026-03-312026-04-21

NCV VIRTUS CONVERTIBLE & INCOME11.8K shares-10.12%2026-03-312026-04-21

UAMY UNITED STATES ANTIMONY CORP17.1K shares0.00%2026-03-312026-04-21

BTZ BLACKROCK CR ALLOCATION13.9K shares0.00%2026-03-312026-04-21

Sponsored

ACP ABRDN INCOME CREDIT STRATEGI15.8K shares0.00%2026-03-312026-04-21

PHK PIMCO HIGH INCOME FD10.8K shares0.00%2026-03-312026-04-21

BTG B2GOLD CORP10.0K shares0.00%2026-03-312026-04-21

NRO NEUBERGER R/EST SECS INC FD10.7K sharesnew addition2026-03-312026-04-21

IWF

ISHARES TR

-0.71%

Shares102.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-0.20%

Shares200.8K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

0.88%

Shares33.8K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

10.78%

Shares34.5K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-2.73%

Shares38.9K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

3.50%

Shares78.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-0.96%

Shares37.3K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

6.46%

Shares45.8K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

-0.67%

Shares12.4K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-2.90%

Shares29.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

2.21%

Shares41.1K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

3.79%

Shares92.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.18%

Shares22.5K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

-0.64%

Shares26.6K

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

2.11%

Shares22.3K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

4.08%

Shares25.2K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.51%

Shares25.8K

Event2026-03-31

Filed2026-04-21

AGG

ISHARES TR

18.92%

Shares50.0K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

40.11%

Shares72.2K

Event2026-03-31

Filed2026-04-21