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The Analysis of EP Wealth Advisors, LLC's Holdings & P&L

Currently, EP Wealth Advisors, LLC holds 1496 types of securities in its portfolio with a total value $20.3B. In the most recent quarter, they have increased their positions in N/A (+5.2M shares, valued at $186.9M), BIV (+1.6M shares, valued at $123.9M), IVV (+184.4K shares, valued at $120.4M); decreased their positions in AMT (-205.2K shares, valued at $35.4M), ALL (-107.6K shares, valued at $22.3M), VCSH (-264.3K shares, valued at $20.9M); initiated new positions in N/A (+5.2M shares, valued at $186.9M), JMBS (+1.0M shares, valued at $46.3M), DFSU (+704.1K shares, valued at $28.9M).

1M P&L

+365.6M+1.97%

3M P&L

-7.7B-28.95%

HY P&L

-7.1B-27.22%

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/A12.2B

68.4%

2Consumer Electronics624.2M

3.5%

3Semiconductors565.6M

3.2%

Top Industries by Stock Count

1N/A516 stocks

36.9%

2Banks - Regional56 stocks

4.0%

3Software - Application44 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS8.4M shares6.35%2026-03-312026-05-14

VUG VANGUARD INDEX FDS3.7M shares5.40%2026-03-312026-05-14

BIV VANGUARD BD INDEX FDS10.2M shares18.59%2026-03-312026-05-14

VOE VANGUARD INDEX FDS4.1M shares5.99%2026-03-312026-05-14

VIGI VANGUARD WHITEHALL FDS7.2M shares10.81%2026-03-312026-05-14

IGSB ISHARES TR11.7M shares11.44%2026-03-312026-05-14

AAPL APPLE INC2.3M shares0.22%2026-03-312026-05-14

NVDA NVIDIA CORPORATION2.6M shares9.23%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F7.7M shares6.77%2026-03-312026-05-14

VOT VANGUARD INDEX FDS1.6M shares10.37%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST7.2M shares18.49%2026-03-312026-05-14

AGG ISHARES TR3.2M shares14.75%2026-03-312026-05-14

MSFT MICROSOFT CORP831.3K shares1.85%2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.0M shares-1.01%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS485.9K shares37.37%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T446.0K shares-4.48%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC1.3M shares8.96%2026-03-312026-05-14

DFAT DIMENSIONAL ETF TRUST4.3M shares2.81%2026-03-312026-05-14

BROADCOM INC BROADCOM INC811.7K shares-5.22%2026-03-312026-05-14

IVV ISHARES TR383.0K shares92.82%2026-03-312026-05-14

VBK VANGUARD INDEX FDS807.8K shares4.06%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR1.7M shares5.37%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO657.8K shares1.73%2026-03-312026-05-14

BLACKROCK ETF TRUST BLACKROCK ETF TRUST5.2M sharesnew addition2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP976.1K shares-2.90%2026-03-312026-05-14

GOVT ISHARES TR7.0M shares6.44%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON611.6K shares-2.52%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION148.3K shares-0.99%2026-03-312026-05-14

META META PLATFORMS INC225.0K shares8.54%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL227.6K shares-4.21%2026-03-312026-05-14

JSCP J P MORGAN EXCHANGE TRADED F2.2M shares3.80%2026-03-312026-05-14

DFLV DIMENSIONAL ETF TRUST2.8M shares-10.65%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC344.0K shares-3.13%2026-03-312026-05-14

V VISA INC321.2K shares12.24%2026-03-312026-05-14

MUB ISHARES TR847.6K shares7.98%2026-03-312026-05-14

VTI VANGUARD INDEX FDS265.8K shares2.78%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR3.2M shares-0.99%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR140.6K shares8.35%2026-03-312026-05-14

CSCO CISCO SYS INC1.0M shares-1.17%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.3M shares9.81%2026-03-312026-05-14

Sponsored

TAXX BONDBLOXX ETF TRUST1.5M shares12.88%2026-03-312026-05-14

MCD MCDONALDS CORP241.9K shares1.27%2026-03-312026-05-14

LLY ELI LILLY & CO80.7K shares7.24%2026-03-312026-05-14

IWF ISHARES TR173.7K shares-1.32%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS1.0M shares32.46%2026-03-312026-05-14

HON HONEYWELL INTL INC323.8K shares5.59%2026-03-312026-05-14

DFAI DIMENSIONAL ETF TRUST1.8M shares-3.85%2026-03-312026-05-14

SYK STRYKER CORPORATION216.4K shares5.07%2026-03-312026-05-14

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40111.7K shares234.51%2026-03-312026-05-14

PEP PEPSICO INC438.1K shares0.37%2026-03-312026-05-14

CMF ISHARES TR1.2M shares0.85%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS1.3M shares44.43%2026-03-312026-05-14

IWD ISHARES TR303.1K shares-1.71%2026-03-312026-05-14

UNP UNION PAC CORP264.3K shares1.62%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC64.9K shares1.07%2026-03-312026-05-14

NEE NEXTERA ENERGY INC644.6K shares-19.52%2026-03-312026-05-14

Sponsored

ESGD ISHARES TR619.0K shares-0.30%2026-03-312026-05-14

WM WASTE MGMT INC DEL249.0K shares1.25%2026-03-312026-05-14

ABBV ABBVIE INC261.7K shares1.92%2026-03-312026-05-14

SPGI S&P GLOBAL INC132.1K shares2.47%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS868.5K shares-6.17%2026-03-312026-05-14

VLO VALERO ENERGY CORP224.6K shares-0.73%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST1.4M shares-0.54%2026-03-312026-05-14

AVDV AMERICAN CENTY ETF TR532.1K shares1936.14%2026-03-312026-05-14

Sponsored

JAAA JANUS DETROIT STR TR1.0M shares75.70%2026-03-312026-05-14

TJX TJX COS INC NEW325.5K shares6.34%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC252.3K shares1.76%2026-03-312026-05-14

DFSV DIMENSIONAL ETF TRUST1.4M shares-7.65%2026-03-312026-05-14

HCA HCA HEALTHCARE INC103.1K shares-1.28%2026-03-312026-05-14

WELL WELLTOWER INC245.2K shares14.25%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST677.2K shares118.94%2026-03-312026-05-14

NFLX NETFLIX INC.483.6K shares16.15%2026-03-312026-05-14

Sponsored

VCSH VANGUARD SCOTTSDALE FDS585.8K shares-31.09%2026-03-312026-05-14

JMBS JANUS DETROIT STR TR1.0M sharesnew addition2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR557.4K shares8.93%2026-03-312026-05-14

XEL XCEL ENERGY INC565.9K shares3.03%2026-03-312026-05-14

TSLA TESLA INC120.5K shares6.20%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR876.5K shares-3.70%2026-03-312026-05-14

KEYS KEYSIGHT TECHNOLOGIES INC153.7K shares-4.53%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR396.7K shares5.93%2026-03-312026-05-14

Sponsored

ALL ALLSTATE CORP203.7K shares-34.56%2026-03-312026-05-14

PZA INVESCO EXCH TRADED FD TR II1.8M shares12.83%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP434.6K shares42.00%2026-03-312026-05-14

DFAU DIMENSIONAL ETF TRUST904.7K shares-3.19%2026-03-312026-05-14

IJR ISHARES TR323.5K shares-2.59%2026-03-312026-05-14

RTX RTX CORPORATION203.7K shares-4.94%2026-03-312026-05-14

MA MASTERCARD INCORPORATED77.8K shares20.88%2026-03-312026-05-14

PAVE GLOBAL X FDS743.9K shares-0.61%2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC314.5K shares11.90%2026-03-312026-05-14

SO SOUTHERN CO385.1K shares-1.47%2026-03-312026-05-14

BIL SPDR SERIES TRUST403.0K shares-22.64%2026-03-312026-05-14

EFV ISHARES TR492.7K shares-3.82%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC380.6K shares4.66%2026-03-312026-05-14

VXF VANGUARD INDEX FDS168.3K shares239.60%2026-03-312026-05-14

ROK ROCKWELL AUTOMATION INC94.5K shares-1.59%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS156.6K shares-3.22%2026-03-312026-05-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II141.2K shares-0.90%2026-03-312026-05-14

CVX CHEVRON CORPORATION161.4K shares-0.78%2026-03-312026-05-14

VGT VANGUARD WORLD FD46.8K shares215.42%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC199.5K shares11.42%2026-03-312026-05-14

APH AMPHENOL CORP243.1K shares-0.44%2026-03-312026-05-14

CL COLGATE PALMOLIVE CO358.5K shares15.10%2026-03-312026-05-14

WMT WALMART INC243.7K shares9.64%2026-03-312026-05-14

MGK VANGUARD WORLD FD80.6K shares0.89%2026-03-312026-05-14

Sponsored

HD HOME DEPOT INC88.4K shares4.65%2026-03-312026-05-14

DFSU DIMENSIONAL ETF TRUST704.1K sharesnew addition2026-03-312026-05-14

IJH ISHARES TR420.5K shares-13.18%2026-03-312026-05-14

VB VANGUARD INDEX FDS106.3K shares-8.21%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR249.5K shares7655.52%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR514.7K shares-0.70%2026-03-312026-05-14

SUB ISHARES TR251.6K shares2.56%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR181.8K shares65.02%2026-03-312026-05-14

Sponsored

PULS PGIM ETF TR531.7K shares-0.41%2026-03-312026-05-14

SMH VANECK ETF TRUST68.4K shares139.51%2026-03-312026-05-14

EFA ISHARES TR266.6K shares-3.76%2026-03-312026-05-14

IEFA ISHARES TR273.5K shares-12.46%2026-03-312026-05-14

IWP ISHARES TR192.1K shares1.23%2026-03-312026-05-14

DFIC DIMENSIONAL ETF TRUST668.8K shares-0.72%2026-03-312026-05-14

EDV VANGUARD WORLD FD365.0K sharesnew addition2026-03-312026-05-14

GLD SPDR GOLD TR54.7K shares11.72%2026-03-312026-05-14

Sponsored

MERCK & CO INC MERCK & CO INC194.4K shares-0.66%2026-03-312026-05-14

FLEE FRANKLIN TEMPLETON ETF TR641.9K shares-2.32%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN114.3K shares7.00%2026-03-312026-05-14

ORCL ORACLE CORP154.0K shares-13.77%2026-03-312026-05-14

BAC BANK AMERICA CORP462.3K shares19.99%2026-03-312026-05-14

WFC WELLS FARGO & CO280.6K shares-2.88%2026-03-312026-05-14

NKE NIKE INC419.5K shares-21.01%2026-03-312026-05-14

PLD PROLOGIS INC.165.3K shares363.22%2026-03-312026-05-14

Sponsored

CRM SALESFORCE INC116.3K shares-1.20%2026-03-312026-05-14

PG PROCTER & GAMBLE CO150.2K shares-4.89%2026-03-312026-05-14

STZ CONSTELLATION BRANDS INC141.7K shares6.15%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL29 shares-3.33%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR708.2K shares-0.81%2026-03-312026-05-14

JMSI J P MORGAN EXCHANGE TRADED F404.3K shares6.48%2026-03-312026-05-14

AMAT APPLIED MATLS INC58.7K shares1.11%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F260.4K shares-1.20%2026-03-312026-05-14

Sponsored

XLG INVESCO EXCHANGE TRADED FD T359.5K shares-0.82%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR172.1K shares9.86%2026-03-312026-05-14

IVW ISHARES TR168.1K shares2.36%2026-03-312026-05-14

IXUS ISHARES TR217.9K shares568.77%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR754.3K shares-2.21%2026-03-312026-05-14

EFG ISHARES TR167.5K shares-7.94%2026-03-312026-05-14

IWM ISHARES TR74.6K shares5.89%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS393.5K shares1241.44%2026-03-312026-05-14

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F322.2K shares-0.24%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN111.9K shares7.79%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR365.6K shares-3.38%2026-03-312026-05-14

PWZ INVESCO EXCH TRADED FD TR II751.6K shares1.90%2026-03-312026-05-14

FDRR FIDELITY COVINGTON TRUST301.7K shares-2.86%2026-03-312026-05-14

FIS TR FIS TR549.9K sharesnew addition2026-03-312026-05-14

DFSI DIMENSIONAL ETF TRUST416.2K shares7363.58%2026-03-312026-05-14

VXUS VANGUARD STAR FDS227.9K shares37.06%2026-03-312026-05-14

Sponsored

SUSB ISHARES TR700.9K shares4.85%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC51.7K shares29.41%2026-03-312026-05-14

DFAE DIMENSIONAL ETF TRUST500.3K shares-1.32%2026-03-312026-05-14

QTEC FIRST TR EXCHANGE-TRADED FD78.2K shares-0.72%2026-03-312026-05-14

AMGN AMGEN INC48.0K shares2.24%2026-03-312026-05-14

LOW LOWES COS INC69.8K shares-3.63%2026-03-312026-05-14

IEMG ISHARES INC235.8K shares4.67%2026-03-312026-05-14

DFAX DIMENSIONAL ETF TRUST473.9K shares-0.31%2026-03-312026-05-14

Sponsored

VTIP VANGUARD MALVERN FDS321.9K shares-38.38%2026-03-312026-05-14

EMO CLEARBRIDGE ENERGY MIDSTREAM303.8K shares-0.55%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS108.3K shares-7.89%2026-03-312026-05-14

CAT CATERPILLAR INC22.4K shares0.68%2026-03-312026-05-14

IVE ISHARES TR74.8K shares5.57%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND79.3K shares4.15%2026-03-312026-05-14

IBDV ISHARES TR713.8K shares-1.23%2026-03-312026-05-14

INTU INTUIT35.8K shares23.56%2026-03-312026-05-14

Sponsored

ADBE ADOBE INC63.1K shares8.01%2026-03-312026-05-14

IBDW ISHARES TR731.1K shares-2.01%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP22.4K shares1.21%2026-03-312026-05-14

MCK MCKESSON CORP17.6K shares-31.25%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR490.1K shares13.16%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR538.8K shares-7.74%2026-03-312026-05-14

DFCF DIMENSIONAL ETF TRUST340.1K shares5514.20%2026-03-312026-05-14

AMT AMERICAN TOWER CORP81.0K shares-71.71%2026-03-312026-05-14

Sponsored

XOP SPDR SERIES TRUST76.7K shares-3.18%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED F223.7K shares57.30%2026-03-312026-05-14

ABT ABBOTT LABORATORIES132.8K shares-0.85%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS162.6K shares205.54%2026-03-312026-05-14

CGMU CAPITAL GRP FIXED INCM ETF T494.9K sharesnew addition2026-03-312026-05-14

URI UNITED RENTALS INC18.2K shares-0.62%2026-03-312026-05-14

AME AMETEK INC61.3K shares-5.45%2026-03-312026-05-14

CGCP CAPITAL GRP FIXED INCM ETF T587.7K shares-2.11%2026-03-312026-05-14

Sponsored

DFSE DIMENSIONAL ETF TRUST307.2K shares2730.12%2026-03-312026-05-14

VO VANGUARD INDEX FDS45.2K shares18.47%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR80.1K shares0.67%2026-03-312026-05-14

ISTB ISHARES TR266.5K sharesnew addition2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC36.0K shares-3.77%2026-03-312026-05-14

RSG REPUBLIC SVCS INC58.7K shares44.03%2026-03-312026-05-14

SKYW SKYWEST INC137.5K shares-0.11%2026-03-312026-05-14

ECL ECOLAB INC47.2K shares-2.66%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS51.4K shares-4.41%2026-03-312026-05-14

CVIE MORGAN STANLEY ETF TRUST171.1K shares373.62%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC25.3K shares-4.06%2026-03-312026-05-14

IBDS ISHARES TR511.3K shares-0.94%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR525.9K shares0.48%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP20.0K shares-4.03%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST241.1K shares-7.19%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS241.8K shares-32.58%2026-03-312026-05-14

Sponsored

ARB ALTSHARES TRUST396.0K sharesnew addition2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP53.6K shares14.68%2026-03-312026-05-14

IBDR ISHARES TR467.6K shares-3.45%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC33.2K shares-24.33%2026-03-312026-05-14

TIDAL TRUST I TIDAL TRUST I399.6K shares-23.33%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE260.3K shares-3.19%2026-03-312026-05-14

AVDE AMERICAN CENTY ETF TR129.8K shares751.20%2026-03-312026-05-14

IWB ISHARES TR30.5K shares-2.40%2026-03-312026-05-14

Sponsored

IWN ISHARES TR56.3K shares-3.07%2026-03-312026-05-14

TBIL RBB FD INC213.9K shares2904.59%2026-03-312026-05-14

KLAC KLA CORP7.2K shares-2.44%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC22.8K shares78.73%2026-03-312026-05-14

ESML ISHARES TR223.9K shares-2.61%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T54.2K shares-1.98%2026-03-312026-05-14

QCOM QUALCOMM INC80.6K shares-17.53%2026-03-312026-05-14

HEZU ISHARES TR237.3K shares-3.49%2026-03-312026-05-14

Sponsored

OEF ISHARES TR32.6K shares-1.16%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP11.4K shares-13.44%2026-03-312026-05-14

GEV GE VERNOVA INC11.5K shares20.33%2026-03-312026-05-14

CVLC MORGAN STANLEY ETF TRUST125.0K sharesnew addition2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR217.1K shares97.55%2026-03-312026-05-14

IEO ISHARES TR79.5K shares0.03%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE34.8K shares3.93%2026-03-312026-05-14

CLIP GLOBAL X FDS96.9K sharesnew addition2026-03-312026-05-14

Sponsored

AVUV AMERICAN CENTY ETF TR87.7K shares-1.92%2026-03-312026-05-14

VBR VANGUARD INDEX FDS43.7K shares-5.13%2026-03-312026-05-14

KO COCA COLA CO122.4K shares3.25%2026-03-312026-05-14

ASML ASML HLDG NV7.0K shares-8.17%2026-03-312026-05-14

SPYM SPDR SERIES TRUST119.2K shares-0.99%2026-03-312026-05-14

GPIQ GOLDMAN SACHS ETF TR183.5K shares1.09%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC10.7K shares-13.17%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC53.1K shares-1.70%2026-03-312026-05-14

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BKNG BOOKING HOLDINGS INC2.1K shares41.71%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC24.8K shares24.67%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO28.2K shares-1.27%2026-03-312026-05-14

IGIB ISHARES TR158.0K shares322.98%2026-03-312026-05-14

USMV ISHARES TR90.6K shares20.28%2026-03-312026-05-14

KKR & CO INC KKR & CO INC89.8K shares-9.76%2026-03-312026-05-14

USMC PRINCIPAL EXCHANGE TRADED FD129.1K shares-3.27%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF206.4K shares-3.31%2026-03-312026-05-14

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DIS DISNEY WALT CO84.6K shares0.11%2026-03-312026-05-14

SCHC SCHWAB STRATEGIC TR173.2K shares648.48%2026-03-312026-05-14

EEM ISHARES TR142.1K shares2.76%2026-03-312026-05-14

IWO ISHARES TR25.3K shares0.07%2026-03-312026-05-14

FAX ABRDN ASIA PACIFIC INCOME FU544.1K shares-3.62%2026-03-312026-05-14

CASY CASEYS GEN STORES INC10.7K shares1320.00%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS77.3K shares-1.94%2026-03-312026-05-14

MS MORGAN STANLEY46.9K shares6.48%2026-03-312026-05-14

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TXN TEXAS INSTRS INC39.3K shares-23.04%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR259.6K shares21.76%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L199.4K shares-10.84%2026-03-312026-05-14

DHR DANAHER CORP DEL39.8K shares-10.17%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC150.0K shares-2.48%2026-03-312026-05-14

GWW WW GRAINGER INC6.6K shares-1.99%2026-03-312026-05-14

CTAS CINTAS CORP41.8K shares-1.78%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR184.5K shares-13.79%2026-03-312026-05-14

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CVMC MORGAN STANLEY ETF TRUST109.9K sharesnew addition2026-03-312026-05-14

SNOW SNOWFLAKE INC46.6K shares3.36%2026-03-312026-05-14

VHT VANGUARD WORLD FD25.4K shares-3.73%2026-03-312026-05-14

GIGB GOLDMAN SACHS ETF TR149.1K shares-18.22%2026-03-312026-05-14

SLV ISHARES SILVER TR98.2K shares4.30%2026-03-312026-05-14

JMST J P MORGAN EXCHANGE TRADED F130.9K shares0.00%2026-03-312026-05-14

PFE PFIZER INC237.1K shares-8.35%2026-03-312026-05-14

COP CONOCOPHILLIPS50.4K shares-9.78%2026-03-312026-05-14

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NULV NUSHARES ETF TR145.2K shares54.66%2026-03-312026-05-14

DGRO ISHARES TR93.3K shares-1.91%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC16.7K shares9.43%2026-03-312026-05-14

USB US BANCORP124.0K shares-2.70%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC56.5K shares-9.81%2026-03-312026-05-14

PWR QUANTA SVCS INC11.5K shares23.17%2026-03-312026-05-14

HYMB SPDR SERIES TRUST254.4K sharesnew addition2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR204.6K shares9.85%2026-03-312026-05-14

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FLGB FRANKLIN TEMPLETON ETF TR179.4K shares-2.42%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC42.3K shares9.83%2026-03-312026-05-14

VVR INVESCO SR INCOME TR1.9M sharesnew addition2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC22.7K shares-38.29%2026-03-312026-05-14

MO ALTRIA GROUP INC92.7K shares-3.43%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND13.0K shares-9.40%2026-03-312026-05-14

SCHP SCHWAB STRATEGIC TR225.4K shares1363.79%2026-03-312026-05-14

NEM NEWMONT CORP55.2K shares15.19%2026-03-312026-05-14

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IWV ISHARES TR16.1K shares-5.95%2026-03-312026-05-14

FIX COMFORT SYS USA INC4.3K shares239.59%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR73.7K shares1.78%2026-03-312026-05-14

IYW ISHARES TR32.7K shares-3.20%2026-03-312026-05-14

GDX VANECK ETF TRUST64.2K shares2.16%2026-03-312026-05-14

T AT&T INC201.1K shares-5.23%2026-03-312026-05-14

QUAL ISHARES TR30.2K shares13.03%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN36.4K shares243.57%2026-03-312026-05-14

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NVS NOVARTIS AG37.1K shares118.60%2026-03-312026-05-14

IEF ISHARES TR59.0K shares1800.32%2026-03-312026-05-14

IWS ISHARES TR38.4K shares-4.15%2026-03-312026-05-14

IBDT ISHARES TR220.3K shares-1.09%2026-03-312026-05-14

BA BOEING CO28.0K shares4.20%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL164.9K shares1.17%2026-03-312026-05-14

IJK ISHARES TR54.9K shares-4.06%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR112.7K shares4.90%2026-03-312026-05-14

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ACWI ISHARES TR39.6K shares-0.22%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP15.9K shares-3.20%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I18.6K shares-19.15%2026-03-312026-05-14

SBUX STARBUCKS CORP59.5K shares-0.11%2026-03-312026-05-14

CB CHUBB LTD SWITZ16.2K shares-6.88%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC42.9K shares1.50%2026-03-312026-05-14

XLRE SELECT SECTOR SPDR TR128.4K shares120.42%2026-03-312026-05-14

IWR ISHARES TR53.0K shares5.18%2026-03-312026-05-14

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SPYG SPDR SERIES TRUST52.4K shares-25.19%2026-03-312026-05-14

SRE SEMPRA52.7K shares2.74%2026-03-312026-05-14

CSX CSX CORP123.8K shares-9.48%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC70.6K shares8.95%2026-03-312026-05-14

SDY SPDR SERIES TRUST34.5K shares1.07%2026-03-312026-05-14

SHLD GLOBAL X FDS70.0K shares969.23%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD252.9K shares-2.83%2026-03-312026-05-14

VV VANGUARD INDEX FDS16.5K shares3.25%2026-03-312026-05-14

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SPEM SPDR INDEX SHS FDS105.0K shares-57.13%2026-03-312026-05-14

CVS CVS HEALTH CORP68.6K shares-6.73%2026-03-312026-05-14

EWJ ISHARES INC58.0K shares-3.74%2026-03-312026-05-14

INDA ISHARES TR103.6K shares-0.89%2026-03-312026-05-14

IHI ISHARES TR90.9K shares-5.30%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR146.3K shares-7.93%2026-03-312026-05-14

DLN WISDOMTREE TR53.8K shares-0.75%2026-03-312026-05-14

NUSC NUSHARES ETF TR106.1K shares1230.77%2026-03-312026-05-14

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DFEM DIMENSIONAL ETF TRUST136.6K shares-2.45%2026-03-312026-05-14

FDX FEDEX CORP13.2K shares-7.33%2026-03-312026-05-14

CGXU CAPITAL GROUP INTL FOCUS EQT158.2K shares-4.81%2026-03-312026-05-14

NUDM NUSHARES ETF TR128.7K shares31.96%2026-03-312026-05-14

DE DEERE & CO8.2K shares1.02%2026-03-312026-05-14

EMR EMERSON ELEC CO35.3K shares-2.62%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR52.4K shares22.92%2026-03-312026-05-14

SPTS SPDR SERIES TRUST157.7K shares-58.66%2026-03-312026-05-14

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DOV DOVER CORP22.0K shares-5.60%2026-03-312026-05-14

MPC MARATHON PETE CORP18.7K shares-6.86%2026-03-312026-05-14

IVOO VANGUARD ADMIRAL FDS INC39.8K shares2.97%2026-03-312026-05-14

VFVA VANGUARD WELLINGTON FD33.6K shares-0.15%2026-03-312026-05-14

DFGR DIMENSIONAL ETF TRUST169.6K shares-18.44%2026-03-312026-05-14

CME CME GROUP INC15.2K shares6.45%2026-03-312026-05-14

BSCR INVESCO EXCH TRD SLF IDX FD228.2K shares-6.37%2026-03-312026-05-14

ITOT ISHARES TR31.0K shares-13.07%2026-03-312026-05-14

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BMY BRISTOL-MYERS SQUIBB CO72.2K shares-1.39%2026-03-312026-05-14

DBEF DBX ETF TR88.4K shares-8.46%2026-03-312026-05-14

ADI ANALOG DEVICES INC13.6K shares4.47%2026-03-312026-05-14

IBHF ISHARES TR184.7K shares-19.07%2026-03-312026-05-14

ICUI ICU MED INC32.5K shares631.53%2026-03-312026-05-14

PGR PROGRESSIVE CORP21.2K shares113.56%2026-03-312026-05-14

IGF ISHARES TR62.2K sharesnew addition2026-03-312026-05-14

VIOO VANGUARD ADMIRAL FDS INC36.1K shares-0.97%2026-03-312026-05-14

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TOTL SSGA ACTIVE ETF TR103.9K sharesnew addition2026-03-312026-05-14

NULG NUSHARES ETF TR45.0K shares11.45%2026-03-312026-05-14

VGLT VANGUARD SCOTTSDALE FDS73.3K shares1124.60%2026-03-312026-05-14

EMTL SSGA ACTIVE TR93.6K sharesnew addition2026-03-312026-05-14

DVY ISHARES TR26.1K shares9.04%2026-03-312026-05-14

INTC INTEL CORP88.8K shares-3.47%2026-03-312026-05-14

AVSD AMERICAN CENTY ETF TR53.2K sharesnew addition2026-03-312026-05-14

IJS ISHARES TR32.6K shares-3.99%2026-03-312026-05-14

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VRTX VERTEX PHARMACEUTICALS INC8.6K shares-3.45%2026-03-312026-05-14

IUSV ISHARES TR37.6K shares-3.92%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW28.8K shares-11.07%2026-03-312026-05-14

VGSR MANAGER DIRECTED PORTFOLIOS364.7K sharesnew addition2026-03-312026-05-14

MMM 3M CO25.9K shares-9.80%2026-03-312026-05-14

GILD GILEAD SCIENCES INC27.0K shares-4.67%2026-03-312026-05-14

SCHB SCHWAB STRATEGIC TR149.6K shares-0.52%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF97.7K shares2.38%2026-03-312026-05-14

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ITA ISHARES TR17.0K shares12.57%2026-03-312026-05-14

IMCV ISHARES TR43.0K shares-0.30%2026-03-312026-05-14

TECL DIREXION SHARES ETF TRUST42.1K shares0.09%2026-03-312026-05-14

IYY ISHARES TR22.5K shares-0.77%2026-03-312026-05-14

UBSI UNITED BANKSHARES INC WEST V85.6K shares0.32%2026-03-312026-05-14

LINDE PLC LINDE PLC7.1K shares-2.09%2026-03-312026-05-14

SPIB SPDR SERIES TRUST103.3K shares2.73%2026-03-312026-05-14

STLD STEEL DYNAMICS INC19.2K shares-9.24%2026-03-312026-05-14

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EAGG ISHARES TR72.0K shares-18.16%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS36.3K shares-14.40%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC34.5K shares-36.11%2026-03-312026-05-14

EOG EOG RES INC23.3K shares-6.85%2026-03-312026-05-14

AB ACTIVE ETFS INC AB ACTIVE ETFS INC133.4K shares-6.25%2026-03-312026-05-14

BILS SPDR SERIES TRUST33.1K shares23.28%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS41.8K shares19.42%2026-03-312026-05-14

IBB ISHARES TR19.4K shares180.50%2026-03-312026-05-14

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GSEW GOLDMAN SACHS ETF TR38.6K shares-0.10%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC33.1K shares4.29%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F63.7K shares21.44%2026-03-312026-05-14

O REALTY INCOME CORP52.7K shares2.35%2026-03-312026-05-14

PSX PHILLIPS 6617.6K shares-4.13%2026-03-312026-05-14

JBL JABIL INC12.0K shares9.26%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC28.5K shares-6.18%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN16.2K shares961.81%2026-03-312026-05-14

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BLACKSTONE INC BLACKSTONE INC27.5K shares0.77%2026-03-312026-05-14

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IUSB ISHARES TR67.9K shares8.44%2026-03-312026-05-14

VLUE ISHARES TR22.1K shares-10.76%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F22.6K shares-24.11%2026-03-312026-05-14

OBDC BLUE OWL CAPITAL CORPORATION281.1K shares0.05%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD13.3K shares1.76%2026-03-312026-05-14

SPYV SPDR SERIES TRUST54.0K shares-30.71%2026-03-312026-05-14

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FBTC FIDELITY WISE ORIGIN BITCOIN51.4K shares10.47%2026-03-312026-05-14

XIFR XPLR INFRASTRUCTURE LP285.2K shares-5.28%2026-03-312026-05-14

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HEI HEICO CORP NEW10.9K shares-1.50%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC14.3K shares33.52%2026-03-312026-05-14

FTEC FIDELITY COVINGTON TRUST14.2K shares-1.26%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC10.1K shares-0.32%2026-03-312026-05-14

ESGU ISHARES TR20.5K shares1.76%2026-03-312026-05-14

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MAR MARRIOTT INTL INC NEW8.8K shares43.84%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO54.5K shares-2.67%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC14.6K sharesnew addition2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF63.6K shares0.00%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR91.6K shares2.28%2026-03-312026-05-14

DGRW WISDOMTREE TR32.2K shares1.62%2026-03-312026-05-14

UTWO RBB FD INC58.4K shares1.22%2026-03-312026-05-14

AVSU AMERICAN CENTY ETF TR37.6K sharesnew addition2026-03-312026-05-14

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NSC NORFOLK SOUTHN CORP9.7K shares-4.40%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP10.4K shares-8.75%2026-03-312026-05-14

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CMI CUMMINS INC5.0K shares-4.93%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST46.5K shares-4.87%2026-03-312026-05-14

IBDU ISHARES TR115.9K shares3.89%2026-03-312026-05-14

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PDP INVESCO EXCHANGE TRADED FD T22.3K shares-3.98%2026-03-312026-05-14

KRE SPDR SERIES TRUST41.0K shares335.78%2026-03-312026-05-14

IUSG ISHARES TR17.1K shares-10.46%2026-03-312026-05-14

CMCSA COMCAST CORP NEW91.7K shares-65.54%2026-03-312026-05-14

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VONG VANGUARD SCOTTSDALE FDS23.5K shares122.35%2026-03-312026-05-14

AVSE AMERICAN CENTY ETF TR38.6K shares897.93%2026-03-312026-05-14

JMOM J P MORGAN EXCHANGE TRADED F37.7K sharesnew addition2026-03-312026-05-14

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MEDTRONIC PLC MEDTRONIC PLC29.4K shares-14.08%2026-03-312026-05-14

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LOGI LOGITECH INTL S A27.7K sharesnew addition2026-03-312026-05-14

DFUS DIMENSIONAL ETF TRUST35.4K shares10.32%2026-03-312026-05-14

IDA IDACORP INC17.6K shares-1.45%2026-03-312026-05-14

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SOXX ISHARES TR7.6K shares12.97%2026-03-312026-05-14

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JVAL J P MORGAN EXCHANGE TRADED F50.2K shares0.01%2026-03-312026-05-14

GSIE GOLDMAN SACHS ETF TR56.6K shares21.92%2026-03-312026-05-14

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ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN38.4K shares-0.72%2026-03-312026-05-14

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ISCV ISHARES TR33.6K shares0.00%2026-03-312026-05-14

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VEU VANGUARD INTL EQUITY INDEX F28.7K shares14.24%2026-03-312026-05-14

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CARR CARRIER GLOBAL CORPORATION36.9K shares-1.51%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO6.4K shares-9.04%2026-03-312026-05-14

NTRS NORTHERN TR CORP14.7K shares0.62%2026-03-312026-05-14

BDX BECTON DICKINSON & CO13.0K shares-13.84%2026-03-312026-05-14

Sponsored

XYZ BLOCK INC33.9K shares2.44%2026-03-312026-05-14

XVV ISHARES TR41.4K shares-42.17%2026-03-312026-05-14

ARES ARES MANAGEMENT CORPORATION18.7K shares0.96%2026-03-312026-05-14

SSD SIMPSON MFG INC11.9K shares-2.60%2026-03-312026-05-14

MGV VANGUARD WORLD FD14.0K shares2.18%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST36.6K shares-1.54%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP7.2K shares10.92%2026-03-312026-05-14

MOAT VANECK ETF TRUST20.6K shares2.78%2026-03-312026-05-14

Sponsored

XTEN BONDBLOXX ETF TRUST42.8K shares-3.15%2026-03-312026-05-14

VCR VANGUARD WORLD FD5.5K shares-15.02%2026-03-312026-05-14

AOR ISHARES TR30.3K sharesnew addition2026-03-312026-05-14

AFL AFLAC INC17.7K shares-3.51%2026-03-312026-05-14

AON PLC AON PLC6.0K shares-0.32%2026-03-312026-05-14

ROST ROSS STORES INC8.8K shares5.69%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP7.0K shares-41.10%2026-03-312026-05-14

FNCL FIDELITY COVINGTON TRUST26.8K shares-2.64%2026-03-312026-05-14

Sponsored

PMAY INNOVATOR ETFS TRUST47.0K shares-7.20%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC11.4K shares55.52%2026-03-312026-05-14

FICO FAIR ISAAC CORP1.7K shares-0.68%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR86.8K shares21.28%2026-03-312026-05-14

JCI JOHNSON CONTROLS INTERNATION14.1K shares7.46%2026-03-312026-05-14

SPSB SPDR SERIES TRUST61.1K shares-16.07%2026-03-312026-05-14

CWB SPDR SERIES TRUST20.1K shares2.30%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC16.2K shares26.44%2026-03-312026-05-14

Sponsored

ENB ENBRIDGE INC33.8K shares-3.04%2026-03-312026-05-14

PCAR PACCAR INC15.7K shares-11.64%2026-03-312026-05-14

TXT TEXTRON INC20.6K shares2.39%2026-03-312026-05-14

IJT ISHARES TR12.4K shares11.61%2026-03-312026-05-14

VTV

VANGUARD INDEX FDS

6.35%

Shares8.4M

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

5.40%

Shares3.7M

Event2026-03-31

Filed2026-05-14

BIV

VANGUARD BD INDEX FDS

18.59%

Shares10.2M

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

5.99%

Shares4.1M

Event2026-03-31

Filed2026-05-14

VIGI

VANGUARD WHITEHALL FDS

10.81%

Shares7.2M

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

11.44%

Shares11.7M

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

0.22%

Shares2.3M

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

9.23%

Shares2.6M

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

6.77%

Shares7.7M

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

10.37%

Shares1.6M

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

18.49%

Shares7.2M

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

14.75%

Shares3.2M

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

1.85%

Shares831.3K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-1.01%

Shares1.0M

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

37.37%

Shares485.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-4.48%

Shares446.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

8.96%

Shares1.3M

Event2026-03-31

Filed2026-05-14

DFAT

DIMENSIONAL ETF TRUST

2.81%

Shares4.3M

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-5.22%

Shares811.7K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

92.82%

Shares383.0K

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

4.06%

Shares807.8K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

5.37%

Shares1.7M

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

1.73%

Shares657.8K

Event2026-03-31

Filed2026-05-14

BLACKROCK ETF TRUST

New

Shares5.2M

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-2.90%

Shares976.1K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

6.44%

Shares7.0M

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-2.52%

Shares611.6K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-0.99%

Shares148.3K

Event2026-03-31

Filed2026-05-14