Sponsored

The Analysis of ENDEAVOR PRIVATE WEALTH, INC.'s Holdings & P&L

Currently, ENDEAVOR PRIVATE WEALTH, INC. holds 202 types of securities in its portfolio with a total value $348.7M. In the most recent quarter, they have increased their positions in IVV (+9.7K shares, valued at $6.3M), EFG (+33.2K shares, valued at $3.7M), GOVT (+150.5K shares, valued at $3.4M); decreased their positions in OEF (-17.2K shares, valued at $5.5M), ITA (-7.1K shares, valued at $1.5M), CGUS (-38.2K shares, valued at $1.5M); initiated new positions in IDEF (+90.2K shares, valued at $3.0M), BLCR (+64.3K shares, valued at $2.6M), LMBS (+43.4K shares, valued at $2.2M).

1M P&L

+10.4M+3.01%

3M P&L

-19.9M-5.28%

HY P&L

-599.8K-0.17%

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/A288.4M

86.9%

2Semiconductors4.7M

1.4%

3Farm & Heavy Construction Machinery4.3M

1.3%

Top Industries by Stock Count

1N/A138 stocks

71.5%

2Drug Manufacturers - General5 stocks

2.6%

3Semiconductors5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR23.3K shares71.79%2026-03-312026-05-14

IUSB ISHARES TR309.1K shares14.24%2026-03-312026-05-14

IVE ISHARES TR57.6K shares-4.46%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST201.5K shares-7.48%2026-03-312026-05-14

IEMG ISHARES INC156.9K shares5.90%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T14.4K shares6.45%2026-03-312026-05-14

IVW ISHARES TR80.5K shares11.03%2026-03-312026-05-14

VO VANGUARD INDEX FDS27.7K shares-14.64%2026-03-312026-05-14

Sponsored

AVUS AMERICAN CENTY ETF TR70.5K shares-2.22%2026-03-312026-05-14

MGC VANGUARD WORLD FD30.4K shares-6.43%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED203.9K shares-5.18%2026-03-312026-05-14

EFV ISHARES TR93.7K shares-3.69%2026-03-312026-05-14

AVIG AMERICAN CENTY ETF TR129.4K shares-6.02%2026-03-312026-05-14

TLH ISHARES TR49.5K shares15.26%2026-03-312026-05-14

QUAL ISHARES TR24.2K shares-8.00%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST139.5K shares29.35%2026-03-312026-05-14

Sponsored

ITOT ISHARES TR31.5K shares-16.38%2026-03-312026-05-14

PCAR PACCAR INC38.5K shares-0.38%2026-03-312026-05-14

AGG ISHARES TR44.3K shares-4.82%2026-03-312026-05-14

EFG ISHARES TR39.2K shares559.23%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE100.5K shares4.80%2026-03-312026-05-14

GOVT ISHARES TR177.4K shares560.38%2026-03-312026-05-14

MBB ISHARES TR41.7K shares8.70%2026-03-312026-05-14

CGGO CAPITAL GROUP GBL GROWTH EQT117.5K shares41.94%2026-03-312026-05-14

Sponsored

MTUM ISHARES TR16.2K shares14.81%2026-03-312026-05-14

THRO BLACKROCK ETF TRUST107.2K shares11.43%2026-03-312026-05-14

CGCB CAPITAL GRP FIXED INCM ETF T147.3K shares10.49%2026-03-312026-05-14

VB VANGUARD INDEX FDS14.3K shares-21.03%2026-03-312026-05-14

AVSF AMERICAN CENTY ETF TR73.3K shares-8.60%2026-03-312026-05-14

CGUS CAPITAL GROUP CORE EQUITY ET88.8K shares-30.10%2026-03-312026-05-14

AAPL APPLE INC13.3K shares2.24%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF79.9K shares21.17%2026-03-312026-05-14

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T141.9K shares18.50%2026-03-312026-05-14

NVDA NVIDIA CORPORATION18.1K shares-3.88%2026-03-312026-05-14

IDEF BLACKROCK ETF TRUST90.2K sharesnew addition2026-03-312026-05-14

CGDG CAPITAL GROUP DIVIDEND GROWE81.8K shares5.37%2026-03-312026-05-14

CGXU CAPITAL GROUP INTL FOCUS EQT98.1K shares9.26%2026-03-312026-05-14

IAGG ISHARES TR57.5K shares13.46%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR31.6K shares-4.26%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR21.3K shares-26.82%2026-03-312026-05-14

Sponsored

BLCR BLACKROCK ETF TRUST64.3K sharesnew addition2026-03-312026-05-14

AVLC AMERICAN CENTY ETF TR33.8K shares3.29%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR4.4K shares-21.04%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS38.2K shares29.24%2026-03-312026-05-14

AVSC AMERICAN CENTY ETF TR39.0K shares-2.02%2026-03-312026-05-14

BROADCOM INC BROADCOM INC7.7K shares6.46%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II43.8K shares-23.24%2026-03-312026-05-14

IEFA ISHARES TR24.6K shares-8.73%2026-03-312026-05-14

Sponsored

META META PLATFORMS INC3.8K shares6.52%2026-03-312026-05-14

LMBS FIRST TR EXCHANGE-TRADED FD43.4K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC7.5K shares7.97%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS27.3K shares-21.60%2026-03-312026-05-14

VNLA JANUS DETROIT STR TR43.6K shares1.17%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR23.6K shares-40.72%2026-03-312026-05-14

MSFT MICROSOFT CORP5.5K shares-0.91%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP16.7K shares8.22%2026-03-312026-05-14

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T70.0K shares2.40%2026-03-312026-05-14

AVMC AMERICAN CENTY ETF TR25.4K shares24.09%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR35.6K shares18.92%2026-03-312026-05-14

VTI VANGUARD INDEX FDS5.5K shares-2.74%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR21.7K shares-3.45%2026-03-312026-05-14

ALPHABET INC ALPHABET INC6.0K shares5.13%2026-03-312026-05-14

IJH ISHARES TR25.3K shares-1.94%2026-03-312026-05-14

AMZN AMAZON COM INC8.0K shares-0.48%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F30.6K shares49.45%2026-03-312026-05-14

MUB ISHARES TR13.9K shares-14.01%2026-03-312026-05-14

BLV VANGUARD BD INDEX FDS21.4K shares-23.10%2026-03-312026-05-14

WMT WALMART INC11.6K shares-11.10%2026-03-312026-05-14

AVUV AMERICAN CENTY ETF TR12.8K shares-3.82%2026-03-312026-05-14

VV VANGUARD INDEX FDS4.5K shares0.00%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS4.2K shares0.00%2026-03-312026-05-14

VXUS VANGUARD STAR FDS15.8K shares-6.71%2026-03-312026-05-14

Sponsored

HYLS FIRST TR EXCHANGE-TRADED FD29.5K sharesnew addition2026-03-312026-05-14

AVDS AMERICAN CENTY ETF TR15.7K shares5.18%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS14.7K shares-52.93%2026-03-312026-05-14

CSCO CISCO SYS INC14.0K shares-0.41%2026-03-312026-05-14

PSX PHILLIPS 665.9K shares-6.37%2026-03-312026-05-14

HYG ISHARES TR13.1K shares-16.00%2026-03-312026-05-14

VHT VANGUARD WORLD FD3.4K shares-11.33%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR6.7K shares-1.64%2026-03-312026-05-14

Sponsored

JPM JPMORGAN CHASE & CO3.0K shares-13.57%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F15.3K shares-5.26%2026-03-312026-05-14

AMGN AMGEN INC2.4K shares2.60%2026-03-312026-05-14

CVX CHEVRON CORPORATION3.9K shares5.02%2026-03-312026-05-14

CGNG CAPITAL GROUP NEW GEOGRAPHY25.3K sharesnew addition2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.3K shares-2.21%2026-03-312026-05-14

SUSA ISHARES TR6.0K shares0.00%2026-03-312026-05-14

EAGG ISHARES TR16.2K shares157.94%2026-03-312026-05-14

Sponsored

PNC PNC FINL SVCS GROUP INC3.6K shares-3.04%2026-03-312026-05-14

OEF ISHARES TR2.3K shares-88.27%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-1.74%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.3K shares8.06%2026-03-312026-05-14

IWR ISHARES TR7.3K shares-0.23%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.1K shares9.59%2026-03-312026-05-14

EMB ISHARES TR7.4K shares-55.38%2026-03-312026-05-14

IWM ISHARES TR2.8K shares-6.68%2026-03-312026-05-14

Sponsored

BALL BALL CORP11.5K shares-0.24%2026-03-312026-05-14

USHY ISHARES TR18.2K shares-28.81%2026-03-312026-05-14

LOW LOWES COS INC2.8K shares120.14%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR4.3K shares-6.54%2026-03-312026-05-14

VIS VANGUARD WORLD FD2.0K shares-12.14%2026-03-312026-05-14

SUSC ISHARES TR27.3K shares108.92%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD24.5K shares31.12%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR6.2K shares-3.89%2026-03-312026-05-14

Sponsored

LAMR LAMAR ADVERTISING CO4.7K shares0.87%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.4K shares-5.12%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.1K shares-33.73%2026-03-312026-05-14

LLY ELI LILLY & CO643 shares23.65%2026-03-312026-05-14

IDV ISHARES TR13.8K sharesnew addition2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC4.5K shares-15.21%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR9.5K shares-8.72%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR7.1K shares-19.35%2026-03-312026-05-14

Sponsored

XLF SELECT SECTOR SPDR TR11.6K shares-10.11%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP2.0K shares-1.37%2026-03-312026-05-14

V VISA INC1.9K shares1.09%2026-03-312026-05-14

ITA ISHARES TR2.5K shares-73.65%2026-03-312026-05-14

SYSB ISHARES TR6.1K shares94.76%2026-03-312026-05-14

TSLA TESLA INC1.5K shares5.95%2026-03-312026-05-14

AVRE AMERICAN CENTY ETF TR12.2K shares-1.32%2026-03-312026-05-14

VGT VANGUARD WORLD FD760 shares58.66%2026-03-312026-05-14

Sponsored

SLV ISHARES SILVER TR7.3K shares8.72%2026-03-312026-05-14

PDBC INVESCO ACTVELY MNGD ETC FD28.4K shares-26.85%2026-03-312026-05-14

MS MORGAN STANLEY2.9K shares19.18%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS5.1K shares0.00%2026-03-312026-05-14

IWN ISHARES TR2.5K shares-0.32%2026-03-312026-05-14

CGSD CAPITAL GRP FIXED INCM ETF T18.1K sharesnew addition2026-03-312026-05-14

SUB ISHARES TR4.4K shares0.07%2026-03-312026-05-14

MA MASTERCARD INCORPORATED910 shares-0.55%2026-03-312026-05-14

Sponsored

ABBV ABBVIE INC2.1K shares20.00%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.7K shares-16.25%2026-03-312026-05-14

SPYD SPDR SERIES TRUST9.8K shares-6.67%2026-03-312026-05-14

VTV VANGUARD INDEX FDS2.3K shares0.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC1.4K shares2.20%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC8.7K shares29.03%2026-03-312026-05-14

USXF ISHARES TR7.9K shares46.84%2026-03-312026-05-14

AEE AMEREN CORP3.9K shares-22.56%2026-03-312026-05-14

Sponsored

ITWO PROSHARES TR10.9K sharesnew addition2026-03-312026-05-14

LCTU BLACKROCK ETF TRUST6.1K shares40.29%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.5K shares7.80%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION421 shares-6.86%2026-03-312026-05-14

MGV VANGUARD WORLD FD2.9K shares0.00%2026-03-312026-05-14

EUSB ISHARES TR9.5K sharesnew addition2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares12.57%2026-03-312026-05-14

PLD PROLOGIS INC.3.0K shares-3.00%2026-03-312026-05-14

Sponsored

GLD SPDR GOLD TR924 shares19.23%2026-03-312026-05-14

SPYX SPDR SERIES TRUST7.4K shares-28.19%2026-03-312026-05-14

IJR ISHARES TR3.2K shares-3.66%2026-03-312026-05-14

NEE NEXTERA ENERGY INC4.2K shares-3.46%2026-03-312026-05-14

ESGD ISHARES TR4.0K shares77.19%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL800 shares-8.57%2026-03-312026-05-14

MGK VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-05-14

AVES AMERICAN CENTY ETF TR6.1K shares0.79%2026-03-312026-05-14

Sponsored

VTEB VANGUARD MUN BD FDS7.1K shares-5.21%2026-03-312026-05-14

BCI ABRDN ETFS14.4K shares-9.49%2026-03-312026-05-14

OHI OMEGA HEALTHCARE INVS INC8.0K shares3.99%2026-03-312026-05-14

VOX VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-05-14

PG PROCTER & GAMBLE CO2.3K shares-38.47%2026-03-312026-05-14

TDVI FIRST TR EXCHANGE-TRADED FD12.2K shares21.48%2026-03-312026-05-14

MPLX MPLX LP5.6K shares-2.60%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF8.2K shares0.00%2026-03-312026-05-14

Sponsored

XLU SELECT SECTOR SPDR TR6.8K shares-3.77%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC364 shares15.92%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS4.0K shares-0.10%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR2.8K shares-18.07%2026-03-312026-05-14

KO COCA COLA CO3.9K shares3.25%2026-03-312026-05-14

ESGU ISHARES TR2.1K shares5.35%2026-03-312026-05-14

JMBS JANUS DETROIT STR TR6.4K shares-58.38%2026-03-312026-05-14

PSQA PALMER SQUARE FUNDS TR13.9K shares23.57%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP1.7K shares-21.02%2026-03-312026-05-14

DSI ISHARES TR2.3K shares40.69%2026-03-312026-05-14

GSIE GOLDMAN SACHS ETF TR6.5K shares-41.41%2026-03-312026-05-14

PSQO PALMER SQUARE FUNDS TR13.6K shares21.12%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC1.9K shares13.51%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC1.3K shares2.77%2026-03-312026-05-14

VDC VANGUARD WORLD FD1.1K shares15.05%2026-03-312026-05-14

CVS CVS HEALTH CORP3.5K sharesnew addition2026-03-312026-05-14

Sponsored

IYW ISHARES TR1.4K shares-60.58%2026-03-312026-05-14

IYH ISHARES TR3.9K shares0.03%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2026-03-312026-05-14

TJX TJX COS INC NEW1.5K shares0.27%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR1.5K shares1.97%2026-03-312026-05-14

MCD MCDONALDS CORP740 shares-12.63%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR5.0K shares-46.77%2026-03-312026-05-14

ESGE ISHARES INC5.0K sharesnew addition2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.2.4K shares-38.24%2026-03-312026-05-14

HYLB DBX ETF TR6.3K shares12.07%2026-03-312026-05-14

GLDM WORLD GOLD TR2.4K shares-24.15%2026-03-312026-05-14

TXN TEXAS INSTRS INC1.2K shares-1.36%2026-03-312026-05-14

VFH VANGUARD WORLD FD1.8K shares-1.34%2026-03-312026-05-14

TER TERADYNE INC734 sharesnew addition2026-03-312026-05-14

NUSC NUSHARES ETF TR4.8K shares0.00%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC223 shares0.00%2026-03-312026-05-14

Sponsored

WM WASTE MGMT INC DEL927 shares-9.21%2026-03-312026-05-14

LRGF ISHARES TR3.2K shares-7.45%2026-03-312026-05-14

BGY BLACKROCK ENHANCED INTL DIV38.4K shares0.00%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-05-14

ABT ABBOTT LABORATORIES2.0K shares-5.30%2026-03-312026-05-14

GEM GOLDMAN SACHS ETF TR4.6K shares-7.62%2026-03-312026-05-14

RVT ROYCE SMALL CAP TRUST INC11.3K shares0.00%2026-03-312026-05-14

CFFN CAPITOL FED FINL INC19.2K shares6.20%2026-03-312026-05-14

Sponsored

BDJ BLACKROCK ENHANCED EQUITY DI13.2K shares0.00%2026-03-312026-05-14

XPERI INC XPERI INC12.1K shares2.91%2026-03-312026-05-14

IVV

ISHARES TR

71.79%

Shares23.3K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

14.24%

Shares309.1K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-4.46%

Shares57.6K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-7.48%

Shares201.5K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

5.90%

Shares156.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

6.45%

Shares14.4K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

11.03%

Shares80.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-14.64%

Shares27.7K

Event2026-03-31

Filed2026-05-14

AVUS

AMERICAN CENTY ETF TR

-2.22%

Shares70.5K

Event2026-03-31

Filed2026-05-14

MGC

VANGUARD WORLD FD

-6.43%

Shares30.4K

Event2026-03-31

Filed2026-05-14

CGBL

CAPITAL GROUP CORE BALANCED

-5.18%

Shares203.9K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-3.69%

Shares93.7K

Event2026-03-31

Filed2026-05-14

AVIG

AMERICAN CENTY ETF TR

-6.02%

Shares129.4K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

15.26%

Shares49.5K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

-8.00%

Shares24.2K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

29.35%

Shares139.5K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES TR

-16.38%

Shares31.5K

Event2026-03-31

Filed2026-05-14

PCAR

PACCAR INC

-0.38%

Shares38.5K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

-4.82%

Shares44.3K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

559.23%

Shares39.2K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.80%

Shares100.5K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

560.38%

Shares177.4K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

8.70%

Shares41.7K

Event2026-03-31

Filed2026-05-14

CGGO

CAPITAL GROUP GBL GROWTH EQT

41.94%

Shares117.5K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

14.81%

Shares16.2K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

11.43%

Shares107.2K

Event2026-03-31

Filed2026-05-14

CGCB

CAPITAL GRP FIXED INCM ETF T

10.49%

Shares147.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-21.03%

Shares14.3K

Event2026-03-31

Filed2026-05-14

AVSF

AMERICAN CENTY ETF TR

-8.60%

Shares73.3K

Event2026-03-31

Filed2026-05-14

CGUS

CAPITAL GROUP CORE EQUITY ET

-30.10%

Shares88.8K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

2.24%

Shares13.3K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP GROWTH ETF

21.17%

Shares79.9K

Event2026-03-31

Filed2026-05-14

CGCP

CAPITAL GRP FIXED INCM ETF T

18.50%

Shares141.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-3.88%

Shares18.1K

Event2026-03-31

Filed2026-05-14

IDEF

BLACKROCK ETF TRUST

New

Shares90.2K

Event2026-03-31

Filed2026-05-14

CGDG

CAPITAL GROUP DIVIDEND GROWE

5.37%

Shares81.8K

Event2026-03-31

Filed2026-05-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

9.26%

Shares98.1K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

13.46%

Shares57.5K

Event2026-03-31

Filed2026-05-14

AVDE

AMERICAN CENTY ETF TR

-4.26%

Shares31.6K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

-26.82%

Shares21.3K

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares64.3K

Event2026-03-31

Filed2026-05-14

AVLC

AMERICAN CENTY ETF TR

3.29%

Shares33.8K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-21.04%

Shares4.4K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

29.24%

Shares38.2K

Event2026-03-31

Filed2026-05-14

AVSC

AMERICAN CENTY ETF TR

-2.02%

Shares39.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

6.46%

Shares7.7K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-23.24%

Shares43.8K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-8.73%

Shares24.6K

Event2026-03-31

Filed2026-05-14