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The Analysis of Empower Advisory Group, LLC's Holdings & P&L

Currently, Empower Advisory Group, LLC holds 510 types of securities in its portfolio with a total value $38.5B. In the most recent quarter, they have increased their positions in SPYM (+1.9M shares, valued at $148.9M), N/A (+648.3K shares, valued at $124.4M), BSV (+1.6M shares, valued at $123.4M); decreased their positions in N/A (-582.1K shares, valued at $167.0M), PBUS (-1.9M shares, valued at $125.0M), VTI (-355.3K shares, valued at $114.0M); initiated new positions in ADSK (+8.1K shares, valued at $1.9M), N/A (+5.9K shares, valued at $1.1M), CACI (+1.9K shares, valued at $1.0M).

1M P&L

+569.3M+1.56%

3M P&L

+415.7M+1.14%

HY P&L

+2.9B+8.55%

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/A23.0B

65.7%

2Drug Manufacturers - General801.9M

2.3%

3Utilities - Regulated Electric747.7M

2.1%

Top Industries by Stock Count

1N/A184 stocks

40.0%

2Software - Application15 stocks

3.3%

3Utilities - Regulated Electric11 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHF SCHWAB STRATEGIC TR185.7M shares2.72%2026-03-312026-05-14

IWM ISHARES TR8.6M shares1.42%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F35.5M shares4.30%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS22.5M shares7.50%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS16.9M shares4.51%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR53.1M shares6.97%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS23.6M shares7.79%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR36.9M shares8.46%2026-03-312026-05-14

Sponsored

USIG ISHARES TR20.3M shares7.57%2026-03-312026-05-14

VGLT ANGUARD SCOTTSDALE FDS15.5M shares7.86%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F5.0M shares1.10%2026-03-312026-05-14

VNQI VANGUARD INTL EQUITY INDEX F14.6M shares2.92%2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD34.5M shares4.89%2026-03-312026-05-14

EBND SPDR SERIES TRUST27.6M shares5.91%2026-03-312026-05-14

GLDM WORLD GOLD TR6.0M shares1.41%2026-03-312026-05-14

AAPL APPLE INC2.1M shares-1.23%2026-03-312026-05-14

Sponsored

ESGD ISHARES TR5.5M shares-16.59%2026-03-312026-05-14

SHYG ISHARES TR12.1M shares8.56%2026-03-312026-05-14

NVDA NVIDIA CORPORATION2.9M shares0.11%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR5.4M shares-2.10%2026-03-312026-05-14

AMZN AMAZON COM INC2.1M shares9.17%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS8.8M shares7.36%2026-03-312026-05-14

VTI VANGUARD INDEX FDS1.3M shares-21.45%2026-03-312026-05-14

MSFT MICROSOFT CORP1.1M shares19.79%2026-03-312026-05-14

Sponsored

LPHABET INC LPHABET INC1.4M shares-28.96%2026-03-312026-05-14

WMT WALMART INC2.7M shares0.80%2026-03-312026-05-14

META META PLATFORMS INC559.5K shares15.82%2026-03-312026-05-14

XOM EXXON MOBIL CORP1.8M shares3.46%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL533.5K shares5.83%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO866.9K shares3.20%2026-03-312026-05-14

TSLA TESLA INC661.6K shares1.92%2026-03-312026-05-14

LLY ELI LILLY & CO259.8K shares4.07%2026-03-312026-05-14

Sponsored

ESGE ISHARES INC5.2M shares-18.09%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON897.5K shares0.92%2026-03-312026-05-14

MA MASTERCARD INCORPORATED404.1K shares7.70%2026-03-312026-05-14

NEE NEXTERA ENERGY INC2.1M shares1.97%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION189.5K shares5.32%2026-03-312026-05-14

CVX CHEVRON CORPORATION873.2K shares5.20%2026-03-312026-05-14

UKE ENERGY CORP NEW UKE ENERGY CORP NEW1.4M shares4.91%2026-03-312026-05-14

NFLX NETFLIX INC.1.8M shares23.59%2026-03-312026-05-14

Sponsored

LINDE PLC LINDE PLC340.0K shares71.16%2026-03-312026-05-14

ECL ECOLAB INC623.7K shares3.48%2026-03-312026-05-14

PFE PFIZER INC5.6M shares9.38%2026-03-312026-05-14

IWB ISHARES TR442.6K shares44.00%2026-03-312026-05-14

SPYM SPDR SERIES TRUST2.1M shares1693.14%2026-03-312026-05-14

NEM NEWMONT CORP1.5M shares-0.64%2026-03-312026-05-14

PG PROCTER & GAMBLE CO1.1M shares18.65%2026-03-312026-05-14

SO SOUTHERN CO1.6M shares8.40%2026-03-312026-05-14

Sponsored

VLO VALERO ENERGY CORP598.8K shares3.55%2026-03-312026-05-14

DIS DISNEY WALT CO1.5M shares6.22%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC397.4K shares-0.62%2026-03-312026-05-14

BROADCOM INC BROADCOM INC442.4K shares1.14%2026-03-312026-05-14

BKR BAKER HUGHES COMPANY2.2M shares3.48%2026-03-312026-05-14

HD HOME DEPOT INC380.9K shares-2.02%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T650.7K shares26710.14%2026-03-312026-05-14

ADM ARCHER DANIELS MIDLAND CO1.7M shares3.20%2026-03-312026-05-14

Sponsored

T AT&T INC4.3M shares4.32%2026-03-312026-05-14

CAT CATERPILLAR INC171.9K shares-31.98%2026-03-312026-05-14

AMGN AMGEN INC342.4K shares2.80%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC442.2K shares13.76%2026-03-312026-05-14

SRE SEMPRA1.2M shares3.11%2026-03-312026-05-14

HON HONEYWELL INTL INC524.9K shares3.66%2026-03-312026-05-14

SCCO SOUTHERN COPPER CORP682.8K shares-30.83%2026-03-312026-05-14

NUE NUCOR CORP688.8K shares2.38%2026-03-312026-05-14

Sponsored

COP ONOCOPHILLIPS882.3K shares9.06%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE404.9K shares189.77%2026-03-312026-05-14

WM WASTE MGMT INC DEL496.0K shares4.45%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC867.6K shares5.49%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC1.1M shares2.95%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I388.2K shares25.54%2026-03-312026-05-14

ABBV ABBVIE INC514.6K shares6.63%2026-03-312026-05-14

SBUX STARBUCKS CORP1.2M shares4.59%2026-03-312026-05-14

Sponsored

VZ VERIZON COMMUNICATIONS INC2.2M shares2.10%2026-03-312026-05-14

ALB ALBEMARLE CORP599.5K shares-31.28%2026-03-312026-05-14

DLTR DOLLAR TREE INC967.1K shares5.13%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW1.4M shares4.62%2026-03-312026-05-14

DOW OW HLDGS INC2.5M shares6.20%2026-03-312026-05-14

PPL PPL CORP2.7M shares6.13%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC386.6K shares0.65%2026-03-312026-05-14

KO COCA COLA CO1.3M shares6.30%2026-03-312026-05-14

Sponsored

CEG CONSTELLATION ENERGY CORP355.1K shares6.28%2026-03-312026-05-14

FCX REEPORT MCMORAN INC1.7M shares6.36%2026-03-312026-05-14

BAC BANK AMERICA CORP2.0M shares1.88%2026-03-312026-05-14

ABT ABBOTT LABORATORIES948.1K shares4.42%2026-03-312026-05-14

KMI INDER MORGAN INC DEL2.8M shares4.34%2026-03-312026-05-14

CMCSA COMCAST CORP NEW3.2M shares41.75%2026-03-312026-05-14

SHW HERWIN WILLIAMS CO288.5K shares7.27%2026-03-312026-05-14

RTX RTX CORPORATION474.8K shares8.52%2026-03-312026-05-14

Sponsored

PNW PINNACLE WEST CAP CORP887.6K shares2.91%2026-03-312026-05-14

ES EVERSOURCE ENERGY1.3M shares2.67%2026-03-312026-05-14

PEP EPSICO INC568.0K shares13.92%2026-03-312026-05-14

EVRG EVERGY INC1.1M shares5.36%2026-03-312026-05-14

PGR PROGRESSIVE CORP439.0K shares26.22%2026-03-312026-05-14

TGT TARGET CORP712.0K shares4.62%2026-03-312026-05-14

TMUS T-MOBILE US INC403.8K shares41.29%2026-03-312026-05-14

GS OLDMAN SACHS GROUP INC99.2K shares-29.60%2026-03-312026-05-14

Sponsored

FTNT FORTINET INC1.0M shares5.54%2026-03-312026-05-14

VMC VULCAN MATLS CO301.2K shares20.32%2026-03-312026-05-14

SYY SYSCO CORP1.1M shares2.16%2026-03-312026-05-14

VAW ANGUARD WORLD FD343.7K shares-11.21%2026-03-312026-05-14

DASH DOORDASH INC507.6K shares-7.45%2026-03-312026-05-14

VPU VANGUARD WORLD FD382.5K shares-7.10%2026-03-312026-05-14

EMN ASTMAN CHEM CO992.9K shares4.60%2026-03-312026-05-14

EOG EOG RES INC524.1K shares15.44%2026-03-312026-05-14

Sponsored

IBKR INTERACTIVE BROKERS GROUP IN1.1M shares-37.35%2026-03-312026-05-14

WMB ILLIAMS COS INC1.0M shares7.52%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN GRILL INC2.3M shares13.77%2026-03-312026-05-14

WTRG ESSENTIAL UTILS INC1.8M shares7.11%2026-03-312026-05-14

CRM SALESFORCE INC387.6K shares6.30%2026-03-312026-05-14

ESGU ISHARES TR503.6K shares-33.90%2026-03-312026-05-14

BA BOEING CO357.7K shares4.30%2026-03-312026-05-14

EW EDWARDS LIFESCIENCES CORP866.7K shares4.17%2026-03-312026-05-14

Sponsored

MAS ASCO CORP1.1M shares-0.58%2026-03-312026-05-14

MATCH GROUP INC NEW MATCH GROUP INC NEW2.2M shares5.76%2026-03-312026-05-14

D DOMINION ENERGY INC1.0M shares19337.60%2026-03-312026-05-14

KHC KRAFT HEINZ CO2.6M shares9.23%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC303.3K shares32.81%2026-03-312026-05-14

VST VISTRA CORP377.9K shares14.26%2026-03-312026-05-14

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.2M shares11.45%2026-03-312026-05-14

SYK STRYKER CORPORATION164.9K shares66.20%2026-03-312026-05-14

Sponsored

VDC VANGUARD WORLD FD240.2K shares-3.17%2026-03-312026-05-14

BGRN ISHARES TR1.1M shares-13.33%2026-03-312026-05-14

VEEV VEEVA SYS INC270.6K shares-4.48%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP486.5K shares28.99%2026-03-312026-05-14

VDE VANGUARD WORLD FD252.5K shares-7.18%2026-03-312026-05-14

VOX VANGUARD WORLD FD239.3K shares-13.87%2026-03-312026-05-14

NKE NIKE INC809.0K shares4.46%2026-03-312026-05-14

DRAFTKINGS INC NEW DRAFTKINGS INC NEW1.7M shares92.90%2026-03-312026-05-14

Sponsored

KKR & CO INC KKR & CO INC359.4K shares-21.55%2026-03-312026-05-14

GVA GRANITE CONSTR INC253.7K shares2.71%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC385.9K shares18383.29%2026-03-312026-05-14

SNOW SNOWFLAKE INC176.9K shares-30.08%2026-03-312026-05-14

ORA ORMAT TECHNOLOGIES INC230.6K shares3.03%2026-03-312026-05-14

ALPHABET INC ALPHABET INC89.3K shares5.25%2026-03-312026-05-14

TJX TJX COS INC NEW141.2K shares-16.21%2026-03-312026-05-14

BCPC BALCHEM CORP129.2K shares4.19%2026-03-312026-05-14

Sponsored

MERCK & CO INC MERCK & CO INC168.6K shares-15.23%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F243.9K shares-18.10%2026-03-312026-05-14

LOW LOWES COS INC72.7K shares280.05%2026-03-312026-05-14

VCR VANGUARD WORLD FD47.2K shares0.06%2026-03-312026-05-14

ITOT ISHARES TR113.0K shares4.97%2026-03-312026-05-14

DE DEERE & CO28.3K shares-11.63%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC3.7K shares-19.75%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP163.8K shares-14.32%2026-03-312026-05-14

Sponsored

MAR MARRIOTT INTL INC NEW44.3K shares-18.38%2026-03-312026-05-14

SPY TATE STR SPDR S&P 500 ETF T21.6K shares-10.26%2026-03-312026-05-14

IVV ISHARES TR20.8K shares-24.54%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS267.6K shares14.28%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS207.6K shares-17.04%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP21.3K shares-14.67%2026-03-312026-05-14

VIS VANGUARD WORLD FD40.8K shares-54.83%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC110.4K shares-39.33%2026-03-312026-05-14

Sponsored

GEV GE VERNOVA INC14.2K shares18.38%2026-03-312026-05-14

KR KROGER CO166.3K shares-12.69%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO138.8K shares-14.93%2026-03-312026-05-14

EXPD EXPEDITORS INTL WASH INC82.4K shares-16.26%2026-03-312026-05-14

XEL CEL ENERGY INC148.2K shares-13.89%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC103.7K shares-14.41%2026-03-312026-05-14

RS RELIANCE INC38.4K shares-14.39%2026-03-312026-05-14

SCHB CHWAB STRATEGIC TR451.0K shares-23.50%2026-03-312026-05-14

Sponsored

PEG PUBLIC SVC ENTERPRISE GROUP139.6K shares-12.86%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR19.1K shares-4.29%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS17.6K shares-6.29%2026-03-312026-05-14

ORCL ORACLE CORP69.1K shares-2.70%2026-03-312026-05-14

XYL XYLEM INC82.3K shares-15.97%2026-03-312026-05-14

AWK AMERICAN WTR WKS CO INC NEW71.3K shares-12.87%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC19.5K shares-14.41%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC9.9K shares-16.36%2026-03-312026-05-14

Sponsored

WFC ELLS FARGO & CO117.0K shares-4.27%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC57.5K shares-13.62%2026-03-312026-05-14

VHT VANGUARD WORLD FD32.7K shares1841.75%2026-03-312026-05-14

VB VANGUARD INDEX FDS32.8K shares-15.92%2026-03-312026-05-14

PPG PPG INDS INC79.4K shares-5.67%2026-03-312026-05-14

GLW CORNING INC50.2K shares-7.45%2026-03-312026-05-14

GIS GENERAL MILLS INC178.5K shares4.49%2026-03-312026-05-14

APP APPLOVIN CORP16.3K shares-4.10%2026-03-312026-05-14

Sponsored

MDB MONGODB INC26.3K shares-49.38%2026-03-312026-05-14

IJR ISHARES TR51.3K shares9.98%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP28.5K shares-0.45%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC29.6K shares-8.32%2026-03-312026-05-14

VGT VANGUARD WORLD FD8.3K shares15.47%2026-03-312026-05-14

VUG VANGUARD INDEX FDS13.0K shares-12.50%2026-03-312026-05-14

AGG ISHARES TR54.5K shares-0.55%2026-03-312026-05-14

PBUS INVESCO EXCH TRADED FD TR II74.7K shares-96.25%2026-03-312026-05-14

Sponsored

V VISA INC16.0K shares-23.41%2026-03-312026-05-14

CSCO CISCO SYS INC50.5K shares16.62%2026-03-312026-05-14

MCD MCDONALDS CORP12.6K shares25.29%2026-03-312026-05-14

VTV VANGUARD INDEX FDS19.6K shares-21.92%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP14.4K shares-4.56%2026-03-312026-05-14

VO VANGUARD INDEX FDS12.7K shares-6.48%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP55.2K shares-41.79%2026-03-312026-05-14

GLD SPDR GOLD TR8.0K shares-16.26%2026-03-312026-05-14

Sponsored

IWF SHARES TR7.5K shares-8.06%2026-03-312026-05-14

IEFA ISHARES TR34.1K shares1.47%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO10.1K shares-11.86%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS14.0K shares-14.90%2026-03-312026-05-14

INTU INTUIT6.9K shares-18.19%2026-03-312026-05-14

BIL SPDR SERIES TRUST32.4K shares-36.10%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS11.2K shares37.32%2026-03-312026-05-14

SPAB SPDR SERIES TRUST103.8K shares4.74%2026-03-312026-05-14

Sponsored

VXF VANGUARD INDEX FDS12.7K shares-32.96%2026-03-312026-05-14

INTC INTEL CORP58.8K shares72.19%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR19.3K shares-24.81%2026-03-312026-05-14

MASI MASIMO CORP14.1K shares7.63%2026-03-312026-05-14

IEMG ISHARES INC35.2K shares-29.83%2026-03-312026-05-14

AES AES CORP160.3K shares-96.63%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC15.2K shares8.37%2026-03-312026-05-14

CMF ISHARES TR38.5K shares4.03%2026-03-312026-05-14

Sponsored

VXUS VANGUARD STAR FDS25.9K shares11.60%2026-03-312026-05-14

QCOM QUALCOMM INC15.5K shares-39.08%2026-03-312026-05-14

ADSK AUTODESK INC8.1K sharesnew addition2026-03-312026-05-14

IJH SHARES TR27.3K shares10.90%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF45.5K shares-11.73%2026-03-312026-05-14

AMAT APPLIED MATLS INC5.0K shares-23.73%2026-03-312026-05-14

SHOP SHOPIFY INC14.2K shares-14.66%2026-03-312026-05-14

VV ANGUARD INDEX FDS5.4K shares-31.37%2026-03-312026-05-14

Sponsored

GGG GRACO INC18.8K shares-8.68%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC12.8K shares19.48%2026-03-312026-05-14

KLAC KLA CORP1.0K shares-44.65%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.9K shares-1.57%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares-2.27%2026-03-312026-05-14

SCHE CHWAB STRATEGIC TR42.5K shares19.11%2026-03-312026-05-14

IVW ISHARES TR11.9K shares-24.80%2026-03-312026-05-14

EMXC ISHARES INC17.0K shares-24.15%2026-03-312026-05-14

Sponsored

MU MICRON TECHNOLOGY INC3.9K shares326.49%2026-03-312026-05-14

SCHH CHWAB STRATEGIC TR60.0K shares-32.53%2026-03-312026-05-14

UBER BER TECHNOLOGIES INC17.8K shares-30.74%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR49.7K shares-20.02%2026-03-312026-05-14

TXN TEXAS INSTRS INC6.5K shares-3.80%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP1.4K shares-4.45%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN6.2K shares3.94%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR39.7K shares-23.25%2026-03-312026-05-14

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CRWD CROWDSTRIKE HLDGS INC3.0K shares403.67%2026-03-312026-05-14

WTW WILLIS TOWERS WATSON PLC LTD4.0K shares128.91%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC5.9K sharesnew addition2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST15.7K shares36.89%2026-03-312026-05-14

ONTO ONTO INNOVATION INC5.5K shares0.46%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.6K shares-30.11%2026-03-312026-05-14

VBR VANGUARD INDEX FDS5.0K shares-14.23%2026-03-312026-05-14

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PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO20.5K shares-14.70%2026-03-312026-05-14

MELI MERCADOLIBRE INC624 shares-26.15%2026-03-312026-05-14

MMM M CO7.4K shares42.90%2026-03-312026-05-14

MS MORGAN STANLEY6.4K shares-11.29%2026-03-312026-05-14

EFA ISHARES TR10.8K shares79.51%2026-03-312026-05-14

CACI CACI INTL INC1.9K sharesnew addition2026-03-312026-05-14

DELL ELL TECHNOLOGIES INC6.2K shares33.26%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP5.4K shares54.71%2026-03-312026-05-14

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SCHZ SCHWAB STRATEGIC TR39.2K shares0.00%2026-03-312026-05-14

CVS CVS HEALTH CORP12.3K shares13.36%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.9K shares-8.72%2026-03-312026-05-14

EMR EMERSON ELEC CO6.6K shares3.10%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR13.9K shares-8.20%2026-03-312026-05-14

SPOT SPOTIFY TECHNOLOGY S A1.8K shares-2.39%2026-03-312026-05-14

GILD GILEAD SCIENCES INC6.1K shares-31.40%2026-03-312026-05-14

BILL HOLDINGS INC BILL HOLDINGS INC21.6K sharesnew addition2026-03-312026-05-14

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TRV TRAVELERS COMPANIES INC2.8K shares-5.15%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR5.6K shares0.59%2026-03-312026-05-14

DBEU DBX ETF TR16.9K shares0.00%2026-03-312026-05-14

QUAL ISHARES TR4.2K shares-21.07%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY2.7K shares3.73%2026-03-312026-05-14

ESGV VANGUARD WORLD FD7.1K shares-2.53%2026-03-312026-05-14

IWR ISHARES TR8.1K shares-8.85%2026-03-312026-05-14

IYW SHARES TR4.3K shares-42.76%2026-03-312026-05-14

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UNP UNION PAC CORP3.2K shares-21.20%2026-03-312026-05-14

SANM ANMINA CORP6.0K shares45.77%2026-03-312026-05-14

E CONNECTIVITY PLC E CONNECTIVITY PLC3.7K shares117.07%2026-03-312026-05-14

DIVI RANKLIN TEMPLETON ETF TR19.5K shares69.92%2026-03-312026-05-14

MPC MARATHON PETE CORP3.2K shares-20.54%2026-03-312026-05-14

GBTC GRAYSCALE BITCOIN TRUST ETF14.7K shares86.41%2026-03-312026-05-14

VOE VANGUARD INDEX FDS4.2K shares-18.71%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC16.8K shares-98.26%2026-03-312026-05-14

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SHEL HELL PLC8.0K shares6.05%2026-03-312026-05-14

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ESML ISHARES TR15.7K shares47.79%2026-03-312026-05-14

CSX CSX CORP17.8K shares-35.63%2026-03-312026-05-14

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PM HILIP MORRIS INTL INC4.3K shares-11.58%2026-03-312026-05-14

WRB BERKLEY W R CORP10.8K shares-47.47%2026-03-312026-05-14

IUSG ISHARES TR4.6K shares-9.29%2026-03-312026-05-14

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CPNG COUPANG INC37.5K shares0.00%2026-03-312026-05-14

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ASML ASML HLDG NV527 shares12.61%2026-03-312026-05-14

SPSK TIDAL TRUST I38.2K shares0.00%2026-03-312026-05-14

GIB CGI INC9.3K shares-12.57%2026-03-312026-05-14

TT TRANE TECHNOLOGIES PLC1.6K shares-36.17%2026-03-312026-05-14

SCHR SCHWAB STRATEGIC TR26.6K shares13.87%2026-03-312026-05-14

NTAP NETAPP INC6.3K shares-15.97%2026-03-312026-05-14

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LUV SOUTHWEST AIRLS CO17.2K shares-29.52%2026-03-312026-05-14

IWD ISHARES TR3.0K shares-9.00%2026-03-312026-05-14

CDNS CADENCE DESIGN SYSTEM INC2.3K sharesnew addition2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC3.6K shares-9.18%2026-03-312026-05-14

ETFS GOLD TR ETFS GOLD TR14.0K shares0.00%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO2.9K shares-0.10%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC1.5K shares-25.00%2026-03-312026-05-14

MCO MOODYS CORP1.4K shares38.35%2026-03-312026-05-14

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MGK ANGUARD WORLD FD1.7K shares-38.45%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS7.3K shares-0.58%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST9.6K shares-25.11%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS4.0K shares-23.24%2026-03-312026-05-14

LDOS LEIDOS HOLDINGS INC3.8K shares-53.09%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR11.7K shares-26.70%2026-03-312026-05-14

BHRB BURKE HERBERT FINL SVCS CORP9.2K shares0.00%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR20.5K shares-2.22%2026-03-312026-05-14

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QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.9K shares-43.41%2026-03-312026-05-14

ACWX ISHARES TR8.3K shares-49.57%2026-03-312026-05-14

RCL ROYAL CARIBBEAN GROUP2.1K shares9.27%2026-03-312026-05-14

IAGG ISHARES TR11.3K shares-22.91%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST11.6K shares-41.23%2026-03-312026-05-14

AVR ANTERIS TECHNOLOGIES GLOBAL101.1K sharesnew addition2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.6K shares4.08%2026-03-312026-05-14

GWRE UIDEWIRE SOFTWARE INC3.7K shares0.46%2026-03-312026-05-14

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XLU SELECT SECTOR SPDR TR12.1K sharesnew addition2026-03-312026-05-14

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MCK MCKESSON CORP628 shares47.76%2026-03-312026-05-14

IVE ISHARES TR2.5K shares-2.47%2026-03-312026-05-14

LQD ISHARES TR4.9K sharesnew addition2026-03-312026-05-14

QLD PROSHARES TR8.7K shares0.00%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST7.4K shares-16.09%2026-03-312026-05-14

CSM PROSHARES TR7.0K shares0.00%2026-03-312026-05-14

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VBK VANGUARD INDEX FDS1.7K shares-47.13%2026-03-312026-05-14

BWIN THE BALDWIN INSURANCE GRP IN22.8K sharesnew addition2026-03-312026-05-14

CHRW C H ROBINSON WORLDWIDE IN3.0K sharesnew addition2026-03-312026-05-14

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CB CHUBB LTD SWITZ1.5K shares9.21%2026-03-312026-05-14

DHI D R HORTON INC3.5K shares1.64%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR4.4K shares79.44%2026-03-312026-05-14

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CPSS CONSUMER PORTFOLIO SVCS INC62.6K shares0.00%2026-03-312026-05-14

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SPMD PDR SERIES TRUST8.0K shares-19.29%2026-03-312026-05-14

VSGX VANGUARD WORLD FD6.6K shares-13.42%2026-03-312026-05-14

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IWV ISHARES TR1.3K shares-38.33%2026-03-312026-05-14

TWLO TWILIO INC3.6K shares-27.51%2026-03-312026-05-14

IXN ISHARES TR4.6K shares-14.28%2026-03-312026-05-14

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SNDK SANDISK CORP715 sharesnew addition2026-03-312026-05-14

AIZ ASSURANT INC2.1K shares-56.37%2026-03-312026-05-14

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DAL DELTA AIR LINES INC6.7K shares4.74%2026-03-312026-05-14

RY ROYAL BK CDA2.7K shares-5.79%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO7.2K shares-0.70%2026-03-312026-05-14

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IDXX IDEXX LABS INC781 shares-41.72%2026-03-312026-05-14

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EBAY EBAY INC.4.8K shares69.64%2026-03-312026-05-14

AON PLC AON PLC1.3K shares-22.82%2026-03-312026-05-14

MKC MCCORMICK & CO INC8.4K shares1.19%2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST6.0K shares-11.98%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP1.5K shares-24.92%2026-03-312026-05-14

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FTEC FIDELITY COVINGTON TRUST2.0K shares10.40%2026-03-312026-05-14

THOMSON REUTERS CORP THOMSON REUTERS CORP4.6K shares0.00%2026-03-312026-05-14

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VGK VANGUARD INTL EQUITY INDEX F5.0K shares1.47%2026-03-312026-05-14

SLV ISHARES SILVER TR6.0K shares1.44%2026-03-312026-05-14

CHMG CHEMUNG FINL CORP7.6K shares0.00%2026-03-312026-05-14

MO ALTRIA GROUP INC6.2K shares15.47%2026-03-312026-05-14

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LMND LEMONADE INC6.5K shares-48.62%2026-03-312026-05-14

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YUM UM BRANDS INC2.5K shares56.48%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION3.0K shares-2.05%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC890 shares-31.22%2026-03-312026-05-14

AFL AFLAC INC3.5K shares-1.33%2026-03-312026-05-14

SPDR SERIES TRUST SPDR SERIES TRUST4.0K shares0.86%2026-03-312026-05-14

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XLP SELECT SECTOR SPDR TR4.6K sharesnew addition2026-03-312026-05-14

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COKE OCA COLA CONS INC1.9K sharesnew addition2026-03-312026-05-14

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.8K shares-40.48%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS5.0K shares-26.62%2026-03-312026-05-14

FAST FASTENAL CO7.9K sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC4.2K shares-1.85%2026-03-312026-05-14

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OC OWENS CORNING NEW3.4K shares-99.21%2026-03-312026-05-14

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XLG INVESCO EXCHANGE TRADED FD T6.4K shares-52.16%2026-03-312026-05-14

CTVA CORTEVA INC4.2K sharesnew addition2026-03-312026-05-14

ONEQ FIDELITY COMWLTH TR4.1K shares-7.48%2026-03-312026-05-14

DGRO ISHARES TR4.9K shares12.09%2026-03-312026-05-14

DJP BARCLAYS BANK PLC7.1K shares-58.29%2026-03-312026-05-14

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MTB M & T BK CORP1.6K shares2.74%2026-03-312026-05-14

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FNDF SCHWAB STRATEGIC TR6.9K shares2.39%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN1.7K shares0.58%2026-03-312026-05-14

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FNDA SCHWAB STRATEGIC TR10.4K shares-10.63%2026-03-312026-05-14

EA ELECTRONIC ARTS INC1.6K shares0.00%2026-03-312026-05-14

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MGC VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-14

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SOXX ISHARES TR985 shares-36.41%2026-03-312026-05-14

LZ LEGALZOOM COM INC56.5K shares0.00%2026-03-312026-05-14

FXL FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-05-14

CARR CARRIER GLOBAL CORPORATION5.7K shares35.61%2026-03-312026-05-14

CSQ CALAMOS STRATEGIC TOTAL RETU18.4K shares0.00%2026-03-312026-05-14

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FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD25.1K shares-45.16%2026-03-312026-05-14

DHR DANAHER CORP DEL1.7K shares-47.02%2026-03-312026-05-14

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SDY SPDR SERIES TRUST2.1K shares-1.44%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR6.6K shares32.25%2026-03-312026-05-14

SCHO SCHWAB STRATEGIC TR12.7K sharesnew addition2026-03-312026-05-14

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HYG ISHARES TR3.9K shares-29.95%2026-03-312026-05-14

SLB SLB LIMITED5.9K shares-7.92%2026-03-312026-05-14

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TFC TRUIST FINL CORP6.5K shares-37.76%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS3.2K shares2.13%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F3.0K shares-1.14%2026-03-312026-05-14

DIA TATE STR SPDR DOW JONES IND637 shares-7.28%2026-03-312026-05-14

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BP BP PLC6.3K shares-31.72%2026-03-312026-05-14

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DLB DOLBY LABORATORIES INC4.9K shares-3.23%2026-03-312026-05-14

SMH VANECK ETF TRUST764 shares21.46%2026-03-312026-05-14

SCI SERVICE CORP INTL3.5K shares-44.13%2026-03-312026-05-14

NYT NEW YORK TIMES CO MTN BE3.5K shares-49.62%2026-03-312026-05-14

EEM ISHARES TR5.1K shares-14.54%2026-03-312026-05-14

NVS NOVARTIS AG1.9K shares-17.75%2026-03-312026-05-14

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KTOS KRATOS DEFENSE & SEC SOLUTIO4.1K sharesnew addition2026-03-312026-05-14

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AGX ARGAN INC514 sharesnew addition2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR9.0K shares21.55%2026-03-312026-05-14

BCI ABRDN ETFS11.5K shares7.28%2026-03-312026-05-14

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VANGUARD WORLD FD VANGUARD WORLD FD3.4K shares3.52%2026-03-312026-05-14

RPM RPM INTL INC2.8K shares28.25%2026-03-312026-05-14

QTEC FIRST TR EXCHANGE-TRADED FD1.3K shares-23.21%2026-03-312026-05-14

AMT AMERICAN TOWER CORP1.6K shares-21.90%2026-03-312026-05-14

VBIL VANGUARD INSTL INDEX FD3.6K shares0.00%2026-03-312026-05-14

IWP ISHARES TR2.1K shares-30.36%2026-03-312026-05-14

EWX SPDR INDEX SHS FDS4.1K shares-1.33%2026-03-312026-05-14

F FORD MTR CO23.2K shares113.27%2026-03-312026-05-14

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CAH CARDINAL HEALTH INC1.2K shares-15.62%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-05-14

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BIP BROOKFIELD INFRASTRUCTURE PA7.1K shares8.43%2026-03-312026-05-14

USMV ISHARES TR2.7K shares-17.75%2026-03-312026-05-14

BITB BITWISE BITCOIN ETF TR6.9K shares-25.95%2026-03-312026-05-14

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SCHG SCHWAB STRATEGIC TR8.6K sharesnew addition2026-03-312026-05-14

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VRTX VERTEX PHARMACEUTICALS INC546 shares-2.15%2026-03-312026-05-14

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HPE HEWLETT PACKARD ENTERPRISE C10.2K shares-26.17%2026-03-312026-05-14

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MTD METTLER TOLEDO INTERNATIONAL186 sharesnew addition2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP2.0K sharesnew addition2026-03-312026-05-14

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FHLC FIDELITY COVINGTON TRUST3.2K sharesnew addition2026-03-312026-05-14

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HWM HOWMET AEROSPACE INC981 shares-19.72%2026-03-312026-05-14

IBB ISHARES TR1.3K shares-10.53%2026-03-312026-05-14

ICSH ISHARES TR4.4K shares0.76%2026-03-312026-05-14

CNI CANADIAN NATL RY CO2.2K shares-35.77%2026-03-312026-05-14

IRM IRON MTN INC DEL2.2K sharesnew addition2026-03-312026-05-14

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MDY STATE STR SPDR S&P MIDCAP 40356 shares-12.96%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS2.8K sharesnew addition2026-03-312026-05-14

Sponsored

BUFF INNOVATOR ETFS TRUST4.4K shares0.00%2026-03-312026-05-14

ARKB ARK 21SHARES BITCOIN ETF9.6K shares-29.09%2026-03-312026-05-14

PAYX PAYCHEX INC2.3K shares-73.05%2026-03-312026-05-14

FDIS FIDELITY COVINGTON TRUST2.3K sharesnew addition2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR7.0K sharesnew addition2026-03-312026-05-14

HALO HALOZYME THERAPEUTICS INC3.3K shares-59.72%2026-03-312026-05-14

MSCI MSCI INC390 shares-3.94%2026-03-312026-05-14

IXUS ISHARES TR2.4K shares0.37%2026-03-312026-05-14

Sponsored

WPC WP CAREY INC3.1K sharesnew addition2026-03-312026-05-14

IUSV ISHARES TR2.0K shares-10.76%2026-03-312026-05-14

HIG HARTFORD INSURANCE GROUP INC1.5K sharesnew addition2026-03-312026-05-14

COWZ PACER FDS TR3.3K sharesnew addition2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC987 sharesnew addition2026-03-312026-05-14

MKL MARKEL GROUP INC107 shares4.90%2026-03-312026-05-14

REET ISHARES TR8.1K shares-35.15%2026-03-312026-05-14

AMP AMERIPRISE FINL INC455 shares-15.11%2026-03-312026-05-14

Sponsored

PLD PROLOGIS INC.1.5K sharesnew addition2026-03-312026-05-14

TD TORONTO DOMINION BK ONT2.2K sharesnew addition2026-03-312026-05-14

INFY INFOSYS LTD14.1K shares0.00%2026-03-312026-05-14

ERIC TELEFONAKTIEBOLAGET LM ERICS16.2K shares-25.76%2026-03-312026-05-14

SCHF

SCHWAB STRATEGIC TR

2.72%

Shares185.7M

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

1.42%

Shares8.6M

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

4.30%

Shares35.5M

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

7.50%

Shares22.5M

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

4.51%

Shares16.9M

Event2026-03-31

Filed2026-05-14

SCHP

SCHWAB STRATEGIC TR

6.97%

Shares53.1M

Event2026-03-31

Filed2026-05-14

VGIT

VANGUARD SCOTTSDALE FDS

7.79%

Shares23.6M

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

8.46%

Shares36.9M

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

7.57%

Shares20.3M

Event2026-03-31

Filed2026-05-14

VGLT

ANGUARD SCOTTSDALE FDS

7.86%

Shares15.5M

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

1.10%

Shares5.0M

Event2026-03-31

Filed2026-05-14

VNQI

VANGUARD INTL EQUITY INDEX F

2.92%

Shares14.6M

Event2026-03-31

Filed2026-05-14

PDBC

INVESCO ACTVELY MNGD ETC FD

4.89%

Shares34.5M

Event2026-03-31

Filed2026-05-14

EBND

SPDR SERIES TRUST

5.91%

Shares27.6M

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

1.41%

Shares6.0M

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-1.23%

Shares2.1M

Event2026-03-31

Filed2026-05-14

ESGD

ISHARES TR

-16.59%

Shares5.5M

Event2026-03-31

Filed2026-05-14

SHYG

ISHARES TR

8.56%

Shares12.1M

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

0.11%

Shares2.9M

Event2026-03-31

Filed2026-05-14

ISHARES GOLD TR

-2.10%

Shares5.4M

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

9.17%

Shares2.1M

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

7.36%

Shares8.8M

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-21.45%

Shares1.3M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

19.79%

Shares1.1M

Event2026-03-31

Filed2026-05-14

LPHABET INC

-28.96%

Shares1.4M

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

0.80%

Shares2.7M

Event2026-03-31

Filed2026-05-14