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The Analysis of Elevated Capital Advisors, LLC's Holdings & P&L

Currently, Elevated Capital Advisors, LLC holds 843 types of securities in its portfolio with a total value $397.3M. In the most recent quarter, they have increased their positions in FOXY (+243.9K shares, valued at $7.1M), SIXO (+193.4K shares, valued at $6.5M), OCTW (+120.8K shares, valued at $4.6M); decreased their positions in HIGH (-404.1K shares, valued at $8.6M), SIXD (-144.4K shares, valued at $4.1M), AUGW (-118.9K shares, valued at $3.8M); initiated new positions in FOXY (+243.9K shares, valued at $7.1M), OCTW (+120.8K shares, valued at $4.6M), DECU (+110.8K shares, valued at $2.9M).

1M P&L

+9.3M+2.59%

3M P&L

-51.6M-12.27%

HY P&L

-39.9M-9.75%

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/A248.9M

66.1%

2Consumer Electronics11.7M

3.1%

3Utilities - Regulated Electric9.8M

2.6%

Top Industries by Stock Count

1N/A338 stocks

43.3%

2Banks - Regional22 stocks

2.8%

3Utilities - Regulated Electric22 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VEA VANGUARD TAX-MANAGED FDS185.2K shares1.01%2026-03-312026-04-30

AAPL APPLE INC46.0K shares-8.50%2026-03-312026-04-30

VUG VANGUARD INDEX FDS25.8K shares2.73%2026-03-312026-04-30

BUCK SIMPLIFY EXCHANGE TRADED FUN441.4K shares-1.67%2026-03-312026-04-30

CTA SIMPLIFY EXCHANGE TRADED FUN334.8K shares0.82%2026-03-312026-04-30

SPYM SPDR SERIES TRUST125.6K shares-21.49%2026-03-312026-04-30

VTV VANGUARD INDEX FDS46.9K shares2.29%2026-03-312026-04-30

MSFT MICROSOFT CORP20.4K shares2.96%2026-03-312026-04-30

Sponsored

AGGH SIMPLIFY EXCHANGE TRADED FUN351.5K shares50.56%2026-03-312026-04-30

FOXY SIMPLIFY EXCHANGE TRADED FUN243.9K sharesnew addition2026-03-312026-04-30

SIXO AIM ETF PRODUCTS TRUST210.0K shares1166.38%2026-03-312026-04-30

SBAR SIMPLIFY EXCHANGE TRADED FUN288.0K shares55.25%2026-03-312026-04-30

FPEI FIRST TR EXCH TRADED FD III367.5K shares3.84%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS135.3K shares2.41%2026-03-312026-04-30

NVDA NVIDIA CORPORATION36.3K shares31.29%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS78.7K shares1.80%2026-03-312026-04-30

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD94.8K shares-3.30%2026-03-312026-04-30

PCN PIMCO CORPORATE & INCM STRG399.7K shares10.24%2026-03-312026-04-30

SVOL SIMPLIFY EXCHANGE TRADED FUN304.6K shares-26.34%2026-03-312026-04-30

OCTW AIM ETF PRODUCTS TRUST120.8K sharesnew addition2026-03-312026-04-30

AMZN AMAZON COM INC21.1K shares10.92%2026-03-312026-04-30

DSU BLACKROCK DEBT STRATEGIES FD455.5K shares11.84%2026-03-312026-04-30

SEPW AIM ETF PRODUCTS TRUST136.5K shares521.35%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F71.7K shares2.49%2026-03-312026-04-30

Sponsored

JULW AIM ETF PRODUCTS TRUST95.9K shares81.93%2026-03-312026-04-30

TUA SIMPLIFY EXCHANGE TRADED FUN165.8K shares48.14%2026-03-312026-04-30

VNLA JANUS DETROIT STR TR70.4K shares-29.36%2026-03-312026-04-30

PYLD PIMCO ETF TR124.7K shares-30.66%2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS67.8K shares1.18%2026-03-312026-04-30

BIV VANGUARD BD INDEX FDS40.2K shares1.51%2026-03-312026-04-30

BLV VANGUARD BD INDEX FDS43.1K shares2.05%2026-03-312026-04-30

FVD FIRST TR EXCHANGE-TRADED FD63.0K shares-1.37%2026-03-312026-04-30

Sponsored

DECU AIM ETF PRODUCTS TRUST110.8K sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP16.2K shares-18.79%2026-03-312026-04-30

QBER ELEVATION SERIES TRUST111.4K shares184.70%2026-03-312026-04-30

BOND PIMCO ETF TR27.9K shares-31.50%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR4.4K shares-0.18%2026-03-312026-04-30

VB VANGUARD INDEX FDS9.7K shares2.67%2026-03-312026-04-30

KNG FIRST TR EXCHANGE-TRADED FD50.7K shares3.58%2026-03-312026-04-30

GAEM SIMPLIFY EXCHANGE TRADED FUN93.8K shares2.31%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC8.4K shares-31.26%2026-03-312026-04-30

BROADCOM INC BROADCOM INC7.5K shares78.34%2026-03-312026-04-30

ONEZ ELEVATION SERIES TRUST87.0K sharesnew addition2026-03-312026-04-30

SEPZ ELEVATION SERIES TRUST52.5K sharesnew addition2026-03-312026-04-30

V VISA INC7.1K shares4.03%2026-03-312026-04-30

QUAL ISHARES TR10.5K shares-4.73%2026-03-312026-04-30

MCD MCDONALDS CORP6.4K shares-8.48%2026-03-312026-04-30

EMLP FIRST TR EXCHANGE-TRADED FD42.9K shares-6.30%2026-03-312026-04-30

Sponsored

FIDU FIDELITY COVINGTON TRUST21.3K shares-26.20%2026-03-312026-04-30

ALPHABET INC ALPHABET INC6.4K shares-31.82%2026-03-312026-04-30

META META PLATFORMS INC3.2K shares29.28%2026-03-312026-04-30

TSLA TESLA INC4.9K shares-12.13%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC19.9K shares194.20%2026-03-312026-04-30

FFC FLAHERTY & CRUMRIN PFD & INM114.1K shares-0.34%2026-03-312026-04-30

AMAT APPLIED MATLS INC5.1K shares7.89%2026-03-312026-04-30

FDIS FIDELITY COVINGTON TRUST18.5K shares-7.14%2026-03-312026-04-30

Sponsored

MA MASTERCARD INCORPORATED3.4K shares-2.88%2026-03-312026-04-30

MDYG SPDR SERIES TRUST17.5K shares-27.62%2026-03-312026-04-30

IVV ISHARES TR2.6K shares-47.95%2026-03-312026-04-30

INTU INTUIT3.7K shares308.86%2026-03-312026-04-30

FMAT FIDELITY COVINGTON TRUST27.7K shares-14.56%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC9.6K shares-14.86%2026-03-312026-04-30

FHLC FIDELITY COVINGTON TRUST22.2K shares736.34%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC7.5K shares-26.25%2026-03-312026-04-30

Sponsored

FUTY FIDELITY COVINGTON TRUST25.7K shares-7.94%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON6.1K shares-21.59%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-16.03%2026-03-312026-04-30

MDYV SPDR SERIES TRUST16.4K shares-14.04%2026-03-312026-04-30

ABBV ABBVIE INC6.3K shares-33.13%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS5.6K shares22.28%2026-03-312026-04-30

VLO VALERO ENERGY CORP5.3K shares9.01%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO4.4K shares-39.06%2026-03-312026-04-30

Sponsored

FGD FIRST TR EXCHANGE-TRADED FD40.7K shares-11.72%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.3K shares-57.73%2026-03-312026-04-30

PFE PFIZER INC45.3K shares85.51%2026-03-312026-04-30

BILZ PIMCO ETF TR12.4K shares-66.85%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC24.3K shares-34.24%2026-03-312026-04-30

PG PROCTER & GAMBLE CO8.3K shares-37.12%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD17.6K shares-3.06%2026-03-312026-04-30

ELEVATION SERIES TRUST ELEVATION SERIES TRUST32.4K shares161.37%2026-03-312026-04-30

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.9K shares100.24%2026-03-312026-04-30

ADM ARCHER DANIELS MIDLAND CO15.8K shares197087.50%2026-03-312026-04-30

MDIV FIRST TR EXCHANGE TRADED FD69.9K shares0.53%2026-03-312026-04-30

HD HOME DEPOT INC3.4K shares-36.19%2026-03-312026-04-30

SKOR FLEXSHARES TR22.8K shares50.96%2026-03-312026-04-30

D DOMINION ENERGY INC17.7K shares9.87%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV13.5K shares-39.49%2026-03-312026-04-30

DECZ ELEVATION SERIES TRUST27.7K shares-5.52%2026-03-312026-04-30

Sponsored

SPBO SPDR SERIES TRUST36.9K shares-15.81%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC17.8K shares5.77%2026-03-312026-04-30

USB US BANCORP20.2K shares-6.25%2026-03-312026-04-30

ELEVATION SERIES TRUST ELEVATION SERIES TRUST47.7K sharesnew addition2026-03-312026-04-30

AMGN AMGEN INC3.0K shares146.87%2026-03-312026-04-30

ILTB ISHARES TR21.1K shares-13.10%2026-03-312026-04-30

T AT&T INC35.4K shares-10.39%2026-03-312026-04-30

CSCO CISCO SYS INC13.1K shares-17.07%2026-03-312026-04-30

Sponsored

KEY KEYCORP50.4K shares5.16%2026-03-312026-04-30

F FORD MTR CO87.4K shares21.51%2026-03-312026-04-30

GOVT ISHARES TR43.0K shares-13.04%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC9.9K shares2.57%2026-03-312026-04-30

PEP PEPSICO INC6.2K shares-50.71%2026-03-312026-04-30

BUNGE GLOBAL SA BUNGE GLOBAL SA7.4K sharesnew addition2026-03-312026-04-30

DYNF BLACKROCK ETF TRUST16.1K shares-5.90%2026-03-312026-04-30

OMC OMNICOM GROUP INC12.4K shares-27.71%2026-03-312026-04-30

Sponsored

RF REGIONS FINANCIAL CORP NEW35.0K shares1482.84%2026-03-312026-04-30

GBCI GLACIER BANCORP INC NEW20.4K shares0.00%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE3.2K shares-33.08%2026-03-312026-04-30

SPTL SPDR SERIES TRUST34.2K shares-3.27%2026-03-312026-04-30

CVX CHEVRON CORPORATION4.3K shares-66.48%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR8.0K shares2.88%2026-03-312026-04-30

HBAN HUNTINGTON BANCSHARES INC56.4K shares8.29%2026-03-312026-04-30

TFC TRUIST FINL CORP19.1K shares12.67%2026-03-312026-04-30

Sponsored

VTI VANGUARD INDEX FDS2.7K shares3.83%2026-03-312026-04-30

FTQI FIRST TR EXCHANGE TRADED FD43.7K shares2.96%2026-03-312026-04-30

SPD SIMPLIFY EXCHANGE TRADED FUN23.6K shares54.41%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION862 shares-22.34%2026-03-312026-04-30

TDIV FIRST TR EXCHANGE TRADED FD9.1K shares-2.10%2026-03-312026-04-30

WMT WALMART INC6.8K shares284.81%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC6.4K shares-9.06%2026-03-312026-04-30

ADBE ADOBE INC3.4K shares-37.22%2026-03-312026-04-30

Sponsored

IVW ISHARES TR7.3K shares-5.98%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP17.8K shares-3.62%2026-03-312026-04-30

WFC WELLS FARGO & CO10.3K shares338.90%2026-03-312026-04-30

MO ALTRIA GROUP INC12.2K shares7.59%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD20.0K shares-2.30%2026-03-312026-04-30

HON HONEYWELL INTL INC3.5K shares-1.87%2026-03-312026-04-30

CMS CMS ENERGY CORP9.9K shares-15.80%2026-03-312026-04-30

FE FIRSTENERGY CORP15.1K shares0.66%2026-03-312026-04-30

Sponsored

CRM SALESFORCE INC4.1K shares-1.18%2026-03-312026-04-30

EXC EXELON CORP15.2K shares-22.15%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC2.2K shares6323.53%2026-03-312026-04-30

PAYX PAYCHEX INC8.0K shares33.21%2026-03-312026-04-30

EIX EDISON INTL10.0K shares-29.14%2026-03-312026-04-30

CVS CVS HEALTH CORP10.0K shares6039.88%2026-03-312026-04-30

ORCL ORACLE CORP4.9K shares1455.41%2026-03-312026-04-30

ES EVERSOURCE ENERGY10.3K sharesnew addition2026-03-312026-04-30

Sponsored

UNH UNITEDHEALTH GROUP INC2.6K shares-31.62%2026-03-312026-04-30

LLY ELI LILLY & CO765 shares-42.22%2026-03-312026-04-30

OKE ONEOK INC NEW7.8K shares-33.86%2026-03-312026-04-30

PFG PRINCIPAL FINANCIAL GROUP IN7.7K shares-15.84%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.9K shares-1.00%2026-03-312026-04-30

IP INTERNATIONAL PAPER CO18.9K shares-30.70%2026-03-312026-04-30

OGE OGE ENERGY CORP13.9K shares-10.55%2026-03-312026-04-30

PPL PPL CORP17.1K shares-13.31%2026-03-312026-04-30

Sponsored

FDD FIRST TR EXCHANGE-TRADED FD36.7K shares-11.54%2026-03-312026-04-30

GPC GENUINE PARTS CO6.1K shares693.41%2026-03-312026-04-30

EG EVEREST GROUP LTD2.0K shares14.49%2026-03-312026-04-30

WTS WATTS WATER TECHNOLOGIES INC2.2K shares-41.11%2026-03-312026-04-30

DIS DISNEY WALT CO6.6K shares-10.65%2026-03-312026-04-30

DTE DTE ENERGY CO4.3K shares-16.17%2026-03-312026-04-30

GGG GRACO INC7.4K shares-2.32%2026-03-312026-04-30

PNW PINNACLE WEST CAP CORP6.2K sharesnew addition2026-03-312026-04-30

Sponsored

XLK SELECT SECTOR SPDR TR4.6K shares0.00%2026-03-312026-04-30

SGOV ISHARES TR6.1K shares-33.48%2026-03-312026-04-30

SPGI S&P GLOBAL INC1.4K shares8.10%2026-03-312026-04-30

AVIG AMERICAN CENTY ETF TR14.4K shares-21.42%2026-03-312026-04-30

AMT AMERICAN TOWER CORP3.5K shares13.96%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC1.2K shares9.21%2026-03-312026-04-30

WSM WILLIAMS SONOMA INC3.3K shares-21.97%2026-03-312026-04-30

BBY BEST BUY INC9.2K shares3903.93%2026-03-312026-04-30

Sponsored

MTUM ISHARES TR2.4K shares-1.14%2026-03-312026-04-30

NOW SERVICENOW INC5.6K shares34.60%2026-03-312026-04-30

GSEP FIRST TR EXCHNG TRADED FD VI15.2K sharesnew addition2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP7.1K shares-37.25%2026-03-312026-04-30

JULU AIM ETF PRODUCTS TRUST20.0K sharesnew addition2026-03-312026-04-30

TLT ISHARES TR6.3K shares0.00%2026-03-312026-04-30

SHEL SHELL PLC5.9K shares0.00%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR3.4K shares1.32%2026-03-312026-04-30

Sponsored

UPS UNITED PARCEL SVCS INC5.5K shares16.12%2026-03-312026-04-30

CMCSA COMCAST CORP NEW18.7K shares2879.43%2026-03-312026-04-30

IVE ISHARES TR2.5K shares-3.50%2026-03-312026-04-30

BAC BANK AMERICA CORP10.9K shares-34.05%2026-03-312026-04-30

LOW LOWES COS INC2.2K shares1.55%2026-03-312026-04-30

OCTZ ELEVATION SERIES TRUST12.7K sharesnew addition2026-03-312026-04-30

WU WESTERN UN CO59.9K shares16.07%2026-03-312026-04-30

NEE NEXTERA ENERGY INC5.6K shares1043.74%2026-03-312026-04-30

Sponsored

SCHX SCHWAB STRATEGIC TR20.1K sharesnew addition2026-03-312026-04-30

SPUC SIMPLIFY EXCHANGE TRADED FUN11.6K sharesnew addition2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC4.2K sharesnew addition2026-03-312026-04-30

SPYC SIMPLIFY EXCHANGE TRADED FUN12.9K sharesnew addition2026-03-312026-04-30

NEM NEWMONT CORP4.7K shares-59.04%2026-03-312026-04-30

LEN LENNAR CORP5.7K shares63422.22%2026-03-312026-04-30

AFL AFLAC INC4.5K shares0.00%2026-03-312026-04-30

VRSK VERISK ANALYTICS INC2.5K shares126500.00%2026-03-312026-04-30

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.3K shares1483.09%2026-03-312026-04-30

SWKS SKYWORKS SOLUTIONS INC8.8K sharesnew addition2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC1.0K shares-4.65%2026-03-312026-04-30

CAG CONAGRA BRANDS INC30.0K sharesnew addition2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO7.6K shares122.84%2026-03-312026-04-30

UNP UNION PAC CORP1.9K shares-70.63%2026-03-312026-04-30

HP INC HP INC23.7K shares-13.37%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC4.0K shares5892.54%2026-03-312026-04-30

Sponsored

XLE SELECT SECTOR SPDR TR7.3K shares3.14%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR18.0K shares-5.79%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II1.8K shares3018.64%2026-03-312026-04-30

LULU LULULEMON ATHLETICA INC2.8K shares15.28%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP707 shares-11.07%2026-03-312026-04-30

EFG ISHARES TR3.8K shares-6.66%2026-03-312026-04-30

EMXC ISHARES INC5.3K shares-8.95%2026-03-312026-04-30

TOL TOLL BROTHERS INC2.9K shares-19.13%2026-03-312026-04-30

Sponsored

PB PROSPERITY BANCSHARES INC5.8K shares0.00%2026-03-312026-04-30

CMBS ISHARES TR7.9K shares-10.73%2026-03-312026-04-30

MS MORGAN STANLEY2.3K shares1130.32%2026-03-312026-04-30

EMR EMERSON ELEC CO2.8K shares-70.82%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO1.2K shares-1.63%2026-03-312026-04-30

HIGH SIMPLIFY EXCHANGE TRADED FUN16.7K shares-96.02%2026-03-312026-04-30

WST WEST PHARMACEUTICAL SVSC INC1.4K shares18.83%2026-03-312026-04-30

XLV SELECT SECTOR SPDR TR2.4K shares0.08%2026-03-312026-04-30

Sponsored

IWP ISHARES TR2.7K shares0.00%2026-03-312026-04-30

IJR ISHARES TR2.7K shares0.11%2026-03-312026-04-30

STLD STEEL DYNAMICS INC1.8K shares-19.31%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T506 shares-8.66%2026-03-312026-04-30

OEF ISHARES TR1.0K shares0.39%2026-03-312026-04-30

ETR ENTERGY CORP NEW2.9K shares-78.46%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS1.5K shares24.68%2026-03-312026-04-30

FNF FIDELITY NATL FINL INC6.7K shares-55.12%2026-03-312026-04-30

Sponsored

ATR APTARGROUP INC2.5K shares-65.18%2026-03-312026-04-30

VTIP VANGUARD MALVERN FDS6.2K shares-34.38%2026-03-312026-04-30

FTCS FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-03-312026-04-30

RTX RTX CORPORATION1.6K shares-2.22%2026-03-312026-04-30

XLB SELECT SECTOR SPDR TR6.0K shares24.28%2026-03-312026-04-30

CLOZ SERIES PORTFOLIOS TR11.5K shares-33.65%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC2.4K shares-84.62%2026-03-312026-04-30

Sponsored

MBB ISHARES TR3.0K shares8.15%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR2.5K shares0.00%2026-03-312026-04-30

IYW ISHARES TR1.5K shares-11.23%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR5.3K shares0.00%2026-03-312026-04-30

ETFS GOLD TR ETFS GOLD TR5.9K shares-3.63%2026-03-312026-04-30

NI NISOURCE INC5.7K shares-79.07%2026-03-312026-04-30

THRO BLACKROCK ETF TRUST7.2K shares-2.65%2026-03-312026-04-30

PAVE GLOBAL X FDS5.1K shares0.56%2026-03-312026-04-30

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IJH ISHARES TR3.7K shares0.22%2026-03-312026-04-30

RIGS ALPS ETF TR10.7K shares-16.66%2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II4.2K shares-7.23%2026-03-312026-04-30

FREL FIDELITY COVINGTON TRUST8.1K shares-79.52%2026-03-312026-04-30

FNCL FIDELITY COVINGTON TRUST2.9K shares-6.27%2026-03-312026-04-30

XLRE SELECT SECTOR SPDR TR5.1K shares72.52%2026-03-312026-04-30

QQQH NEOS ETF TRUST4.0K shares0.00%2026-03-312026-04-30

GLDM WORLD GOLD TR2.1K shares-6.91%2026-03-312026-04-30

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UMBF UMB FINL CORP1.7K shares0.00%2026-03-312026-04-30

COLM COLUMBIA SPORTSWEAR CO3.4K sharesnew addition2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW2.5K shares-1.78%2026-03-312026-04-30

ADI ANALOG DEVICES INC560 shares-17.53%2026-03-312026-04-30

TXN TEXAS INSTRS INC907 shares7.72%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP803 shares197.41%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN1.1K shares-15.80%2026-03-312026-04-30

MOAT VANECK ETF TRUST1.7K shares-0.77%2026-03-312026-04-30

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FCOM FIDELITY COVINGTON TRUST2.4K shares-43.24%2026-03-312026-04-30

SEIX VIRTUS ETF TR II6.9K shares-10.73%2026-03-312026-04-30

ZROZ PIMCO ETF TR2.5K shares-71.40%2026-03-312026-04-30

TYA SIMPLIFY EXCHANGE TRADED FUN12.0K shares-79.89%2026-03-312026-04-30

CLOX SERIES PORTFOLIOS TR6.0K shares-21.98%2026-03-312026-04-30

INTC INTEL CORP3.5K shares-78.75%2026-03-312026-04-30

ELEVATION SERIES TRUST ELEVATION SERIES TRUST6.2K sharesnew addition2026-03-312026-04-30

EMB ISHARES TR1.5K shares-5.07%2026-03-312026-04-30

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JANT AIM ETF PRODUCTS TRUST3.5K sharesnew addition2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN835 shares10.89%2026-03-312026-04-30

NKE NIKE INC2.6K shares-5.01%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP1.4K shares-87.56%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-04-30

IWO ISHARES TR413 shares-92.99%2026-03-312026-04-30

SPSB SPDR SERIES TRUST4.2K shares-6.41%2026-03-312026-04-30

UCON FIRST TR EXCHNG TRADED FD VI5.1K shares-7.05%2026-03-312026-04-30

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AOR ISHARES TR1.9K shares2.74%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS1.4K shares-0.99%2026-03-312026-04-30

TMUS T-MOBILE US INC592 shares-5.88%2026-03-312026-04-30

HYLS FIRST TR EXCHANGE-TRADED FD3.1K shares-6.02%2026-03-312026-04-30

MGK VANGUARD WORLD FD331 shares0.00%2026-03-312026-04-30

NVT NVENT ELEC PLC1.0K sharesnew addition2026-03-312026-04-30

NFLX NETFLIX INC.1.3K shares74.93%2026-03-312026-04-30

CENCORA INC CENCORA INC381 shares36.56%2026-03-312026-04-30

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EATON CORP PLC EATON CORP PLC330 shares-62.50%2026-03-312026-04-30

MUB ISHARES TR1.1K shares2.90%2026-03-312026-04-30

BEN FRANKLIN RESOURCES INC4.6K shares-86.99%2026-03-312026-04-30

FLDR FIDELITY MERRIMACK STR TR2.2K shares23.12%2026-03-312026-04-30

DECT AIM ETF PRODUCTS TRUST3.0K sharesnew addition2026-03-312026-04-30

NRG NRG ENERGY INC720 shares-90.98%2026-03-312026-04-30

WAB WABTEC420 shares0.00%2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR4.2K shares0.00%2026-03-312026-04-30

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VANGUARD INDEX FDS VANGUARD INDEX FDS175 shares-94.84%2026-03-312026-04-30

BJ BJS WHSL CLUB HLDGS INC1.1K shares15.64%2026-03-312026-04-30

MAS MASCO CORP1.7K shares-26.82%2026-03-312026-04-30

COP CONOCOPHILLIPS754 shares-17.23%2026-03-312026-04-30

GEV GE VERNOVA INC111 shares-78.57%2026-03-312026-04-30

SIXD AIM ETF PRODUCTS TRUST3.4K shares-97.69%2026-03-312026-04-30

IEI ISHARES TR798 shares-89.32%2026-03-312026-04-30

LTPZ PIMCO ETF TR1.9K shares-91.47%2026-03-312026-04-30

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SEPT AIM ETF PRODUCTS TRUST2.7K shares-11.54%2026-03-312026-04-30

MCK MCKESSON CORP107 shares0.00%2026-03-312026-04-30

VO VANGUARD INDEX FDS317 shares0.00%2026-03-312026-04-30

MANH MANHATTAN ASSOCIATES INC662 sharesnew addition2026-03-312026-04-30

FNDB SCHWAB STRATEGIC TR3.2K shares0.00%2026-03-312026-04-30

FNV FRANCO NEV CORP356 shares0.00%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS1.2K shares-76.28%2026-03-312026-04-30

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CHRD CHORD ENERGY CORPORATION602 sharesnew addition2026-03-312026-04-30

AUGW AIM ETF PRODUCTS TRUST2.7K shares-97.82%2026-03-312026-04-30

GLD SPDR GOLD TR195 shares2.09%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS559 shares0.00%2026-03-312026-04-30

DOW DOW HLDGS INC2.0K shares-53.86%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC885 shares0.00%2026-03-312026-04-30

SMOG VANECK ETF TRUST583 shares-7.02%2026-03-312026-04-30

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FIW FIRST TR EXCHANGE-TRADED FD778 shares-6.04%2026-03-312026-04-30

IXN ISHARES TR799 shares0.00%2026-03-312026-04-30

JUNW AIM ETF PRODUCTS TRUST2.4K shares-97.27%2026-03-312026-04-30

PFF ISHARES TR2.6K shares-5.70%2026-03-312026-04-30

QCLN FIRST TR EXCHANGE-TRADED FD1.7K shares0.00%2026-03-312026-04-30

EFV ISHARES TR1.0K shares0.00%2026-03-312026-04-30

IWR ISHARES TR793 shares0.00%2026-03-312026-04-30

FCX FREEPORT MCMORAN INC1.3K shares0.00%2026-03-312026-04-30

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MET METLIFE INC1.0K shares-17.76%2026-03-312026-04-30

SPGP INVESCO EXCHANGE TRADED FD T683 shares0.00%2026-03-312026-04-30

CEFZ ELEVATION SERIES TRUST9.1K sharesnew addition2026-03-312026-04-30

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A AGILENT TECHNOLOGIES INC577 shares-14.64%2026-03-312026-04-30

VXUS VANGUARD STAR FDS844 shares1622.45%2026-03-312026-04-30

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC304 shares-64.65%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC75 shares-61.93%2026-03-312026-04-30

SJM SMUCKER J M CO641 shares681.71%2026-03-312026-04-30

IVZ INVESCO LTD2.5K shares-92.23%2026-03-312026-04-30

RFDA ALPS ETF TR974 shares-84.35%2026-03-312026-04-30

EGP EASTGROUP PPTYS INC322 shares-93.08%2026-03-312026-04-30

GLOF ISHARES TR1.1K shares0.00%2026-03-312026-04-30

IEMG ISHARES INC848 shares83.15%2026-03-312026-04-30

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FIGS FIGS INC4.0K shares0.00%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP821 shares-93.32%2026-03-312026-04-30

EFAV ISHARES TR643 shares0.00%2026-03-312026-04-30

IWY ISHARES TR235 shares0.00%2026-03-312026-04-30

VCR VANGUARD WORLD FD162 shares-4.14%2026-03-312026-04-30

CBSH COMMERCE BANCSHARES INC1.2K shares0.00%2026-03-312026-04-30

TXT TEXTRON INC656 shares-10.87%2026-03-312026-04-30

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TPH TRI POINTE HOMES INC1.2K shares-92.91%2026-03-312026-04-30

IXC ISHARES TR972 shares0.00%2026-03-312026-04-30

SPLB SPDR SERIES TRUST2.5K shares0.00%2026-03-312026-04-30

XFIV BONDBLOXX ETF TRUST1.1K sharesnew addition2026-03-312026-04-30

FLTR VANECK ETF TRUST2.1K shares0.70%2026-03-312026-04-30

SYK STRYKER CORPORATION164 shares-12.77%2026-03-312026-04-30

PLD PROLOGIS INC.401 shares-68.62%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW389 shares289.00%2026-03-312026-04-30

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CAH CARDINAL HEALTH INC246 shares-66.94%2026-03-312026-04-30

VOT VANGUARD INDEX FDS200 shares0.00%2026-03-312026-04-30

SPHY SPDR SERIES TRUST2.2K shares-22.31%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI1.8K shares0.00%2026-03-312026-04-30

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC3.8K shares-92.81%2026-03-312026-04-30

ABT ABBOTT LABORATORIES461 shares-58.32%2026-03-312026-04-30

DBEF DBX ETF TR955 shares-11.33%2026-03-312026-04-30

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WSO WATSCO INC129 shares-94.46%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC290 shares-91.32%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC645 shares-5.56%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS553 shares-16.72%2026-03-312026-04-30

SON SONOCO PRODS CO844 shares-94.06%2026-03-312026-04-30

GJUN FIRST TR EXCHNG TRADED FD VI1.1K shares-97.69%2026-03-312026-04-30

R RYDER SYS INC217 shares-92.92%2026-03-312026-04-30

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ENTG ENTEGRIS INC379 sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP243 shares-23.10%2026-03-312026-04-30

CLX CLOROX CO DEL426 shares0.00%2026-03-312026-04-30

GATX GATX CORP255 shares-93.11%2026-03-312026-04-30

BITWISE XRP ETF BITWISE XRP ETF2.9K sharesnew addition2026-03-312026-04-30

EBAY EBAY INC.475 shares-62.12%2026-03-312026-04-30

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SPTI SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-04-30

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RL RALPH LAUREN CORP100 shares0.00%2026-03-312026-04-30

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SIXZ AIM ETF PRODUCTS TRUST1.2K sharesnew addition2026-03-312026-04-30

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SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC409 shares-53.58%2026-03-312026-04-30

AES AES CORP2.1K shares-67.09%2026-03-312026-04-30

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FV FIRST TR EXCHANGE TRADED FD475 shares0.00%2026-03-312026-04-30

USMV ISHARES TR307 shares0.33%2026-03-312026-04-30

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UGI UGI CORP NEW660 shares-93.47%2026-03-312026-04-30

ARKF ARK ETF TR623 shares0.00%2026-03-312026-04-30

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NBTB NBT BANCORP INC533 shares0.00%2026-03-312026-04-30

VNQI VANGUARD INTL EQUITY INDEX F494 shares0.00%2026-03-312026-04-30

J JACOBS SOLUTIONS INC167 shares0.00%2026-03-312026-04-30

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SIXJ AIM ETF PRODUCTS TRUST628 shares-97.74%2026-03-312026-04-30

SPYV SPDR SERIES TRUST371 shares0.00%2026-03-312026-04-30

PPTA PERPETUA RESOURCES CORP715 shares0.00%2026-03-312026-04-30

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FID FIRST TR EXCHANGE TRADED FD897 shares-16.56%2026-03-312026-04-30

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EXTR EXTREME NETWORKS INC1.2K sharesnew addition2026-03-312026-04-30

QBUL ELEVATION SERIES TRUST787 shares-97.74%2026-03-312026-04-30

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SCHC SCHWAB STRATEGIC TR372 shares0.00%2026-03-312026-04-30

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CSX CSX CORP413 shares0.00%2026-03-312026-04-30

NWL NEWELL BRANDS INC4.9K shares-95.75%2026-03-312026-04-30

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CFFN CAPITOL FED FINL INC2.3K shares1.32%2026-03-312026-04-30

AMCOR PLC AMCOR PLC408 sharesnew addition2026-03-312026-04-30

CAT CATERPILLAR INC22 shares0.00%2026-03-312026-04-30

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JAAA JANUS DETROIT STR TR307 shares207.00%2026-03-312026-04-30

MPC MARATHON PETE CORP63 shares-25.88%2026-03-312026-04-30

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GEHC GE HEALTHCARE TECHNOLOGIES I192 shares-60.57%2026-03-312026-04-30

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COEUR MNG INC COEUR MNG INC704 sharesnew addition2026-03-312026-04-30

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XXRP LISTED FDS TR2.5K shares0.00%2026-03-312026-04-30

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Sponsored

PKST PEAKSTONE REALTY TRUST380 shares0.00%2026-03-312026-04-30

DRAFTKINGS INC NEW DRAFTKINGS INC NEW367 shares-6.38%2026-03-312026-04-30

TSCO TRACTOR SUPPLY CO175 shares0.00%2026-03-312026-04-30

RFCI ALPS ETF TR346 shares-97.80%2026-03-312026-04-30

PHB INVESCO EXCH TRADED FD TR II430 shares0.00%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC39 sharesnew addition2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS129 shares-35.50%2026-03-312026-04-30

ARKQ ARK ETF TR68 shares0.00%2026-03-312026-04-30

Sponsored

HWM HOWMET AEROSPACE INC33 shares0.00%2026-03-312026-04-30

PDEC INNOVATOR ETFS TRUST176 shares0.00%2026-03-312026-04-30

PFEB INNOVATOR ETFS TRUST185 shares0.00%2026-03-312026-04-30

IWL ISHARES TR46 shares0.00%2026-03-312026-04-30

VEA

VANGUARD TAX-MANAGED FDS

1.01%

Shares185.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-8.50%

Shares46.0K

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

2.73%

Shares25.8K

Event2026-03-31

Filed2026-04-30

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-1.67%

Shares441.4K

Event2026-03-31

Filed2026-04-30

CTA

SIMPLIFY EXCHANGE TRADED FUN

0.82%

Shares334.8K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-21.49%

Shares125.6K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

2.29%

Shares46.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

2.96%

Shares20.4K

Event2026-03-31

Filed2026-04-30

AGGH

SIMPLIFY EXCHANGE TRADED FUN

50.56%

Shares351.5K

Event2026-03-31

Filed2026-04-30

FOXY

SIMPLIFY EXCHANGE TRADED FUN

New

Shares243.9K

Event2026-03-31

Filed2026-04-30

SIXO

AIM ETF PRODUCTS TRUST

1166.38%

Shares210.0K

Event2026-03-31

Filed2026-04-30

SBAR

SIMPLIFY EXCHANGE TRADED FUN

55.25%

Shares288.0K

Event2026-03-31

Filed2026-04-30

FPEI

FIRST TR EXCH TRADED FD III

3.84%

Shares367.5K

Event2026-03-31

Filed2026-04-30

BNDX

VANGUARD CHARLOTTE FDS

2.41%

Shares135.3K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

31.29%

Shares36.3K

Event2026-03-31

Filed2026-04-30

BSV

VANGUARD BD INDEX FDS

1.80%

Shares78.7K

Event2026-03-31

Filed2026-04-30

FDL

FIRST TR EXCHANGE-TRADED FD

-3.30%

Shares94.8K

Event2026-03-31

Filed2026-04-30

PCN

PIMCO CORPORATE & INCM STRG

10.24%

Shares399.7K

Event2026-03-31

Filed2026-04-30

SVOL

SIMPLIFY EXCHANGE TRADED FUN

-26.34%

Shares304.6K

Event2026-03-31

Filed2026-04-30

OCTW

AIM ETF PRODUCTS TRUST

New

Shares120.8K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

10.92%

Shares21.1K

Event2026-03-31

Filed2026-04-30

DSU

BLACKROCK DEBT STRATEGIES FD

11.84%

Shares455.5K

Event2026-03-31

Filed2026-04-30

SEPW

AIM ETF PRODUCTS TRUST

521.35%

Shares136.5K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

2.49%

Shares71.7K

Event2026-03-31

Filed2026-04-30

JULW

AIM ETF PRODUCTS TRUST

81.93%

Shares95.9K

Event2026-03-31

Filed2026-04-30

TUA

SIMPLIFY EXCHANGE TRADED FUN

48.14%

Shares165.8K

Event2026-03-31

Filed2026-04-30

VNLA

JANUS DETROIT STR TR

-29.36%

Shares70.4K

Event2026-03-31

Filed2026-04-30

PYLD

PIMCO ETF TR

-30.66%

Shares124.7K

Event2026-03-31

Filed2026-04-30

VMBS

VANGUARD SCOTTSDALE FDS

1.18%

Shares67.8K

Event2026-03-31

Filed2026-04-30

BIV

VANGUARD BD INDEX FDS

1.51%

Shares40.2K

Event2026-03-31

Filed2026-04-30

BLV

VANGUARD BD INDEX FDS

2.05%

Shares43.1K

Event2026-03-31

Filed2026-04-30

FVD

FIRST TR EXCHANGE-TRADED FD

-1.37%

Shares63.0K

Event2026-03-31

Filed2026-04-30

DECU

AIM ETF PRODUCTS TRUST

New

Shares110.8K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-18.79%

Shares16.2K

Event2026-03-31

Filed2026-04-30

QBER

ELEVATION SERIES TRUST

184.70%

Shares111.4K

Event2026-03-31

Filed2026-04-30

BOND

PIMCO ETF TR

-31.50%

Shares27.9K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-0.18%

Shares4.4K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

2.67%

Shares9.7K

Event2026-03-31

Filed2026-04-30

KNG

FIRST TR EXCHANGE-TRADED FD

3.58%

Shares50.7K

Event2026-03-31

Filed2026-04-30

GAEM

SIMPLIFY EXCHANGE TRADED FUN

2.31%

Shares93.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-31.26%

Shares8.4K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

78.34%

Shares7.5K

Event2026-03-31

Filed2026-04-30

ONEZ

ELEVATION SERIES TRUST

New

Shares87.0K

Event2026-03-31

Filed2026-04-30

SEPZ

ELEVATION SERIES TRUST

New

Shares52.5K

Event2026-03-31

Filed2026-04-30

VISA INC

4.03%

Shares7.1K

Event2026-03-31

Filed2026-04-30

QUAL

ISHARES TR

-4.73%

Shares10.5K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

-8.48%

Shares6.4K

Event2026-03-31

Filed2026-04-30

EMLP

FIRST TR EXCHANGE-TRADED FD

-6.30%

Shares42.9K

Event2026-03-31

Filed2026-04-30

FIDU

FIDELITY COVINGTON TRUST

-26.20%

Shares21.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-31.82%

Shares6.4K

Event2026-03-31

Filed2026-04-30