Sponsored
The Analysis of EPG Wealth Management LLC's Holdings & P&L
Currently, EPG Wealth Management LLC holds 320 types of securities in its portfolio with a total value $368.7M. In the most recent quarter, they have increased their positions in VEA (+123.9K shares, valued at $7.9M), MSFT (+6.0K shares, valued at $2.2M), BAC (+29.1K shares, valued at $1.4M); decreased their positions in IQLT (-170.8K shares, valued at $7.9M), N/A (-3.7K shares, valued at $1.4M), UBER (-16.9K shares, valued at $1.2M); initiated new positions in SNOW (+8.0K shares, valued at $1.2M), N/A (+5.5K shares, valued at $1.1M), VST (+5.1K shares, valued at $766.5K).
1M P&L
-5.8M-1.48%
3M P&L
-408.0K-0.11%
HY P&L
+20.6M+5.68%
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/A145.9M
43.9%
2Semiconductors23.2M
7.0%
3Consumer Electronics13.7M
4.1%
Top Industries by Stock Count
1N/A185 stocks
62.9%
2Drug Manufacturers - General7 stocks
2.4%
3Semiconductors6 stocks
2.0%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IVV
0.17%ISHARES TR
Shares26.0K
Event2026-03-31
Filed2026-05-07
NVDA
-2.98%NVIDIA CORPORATION
Shares87.8K
Event2026-03-31
Filed2026-05-07
AAPL
-1.57%APPLE INC
Shares53.8K
Event2026-03-31
Filed2026-05-07
VYM
1.21%VANGUARD WHITEHALL FDS
Shares76.0K
Event2026-03-31
Filed2026-05-07
VGSH
1.00%VANGUARD SCOTTSDALE FDS
Shares172.5K
Event2026-03-31
Filed2026-05-07
IVW
2.54%ISHARES TR
Shares87.9K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
18.98%ALPHABET INC
Shares30.7K
Event2026-03-31
Filed2026-05-07
VEA
3790.21%VANGUARD TAX-MANAGED FDS
Shares127.1K
Event2026-03-31
Filed2026-05-07
MSFT
37.81%MICROSOFT CORP
Shares21.8K
Event2026-03-31
Filed2026-05-07
PWR
-7.78%QUANTA SVCS INC
Shares14.0K
Event2026-03-31
Filed2026-05-07
IJH
0.80%ISHARES TR
Shares110.9K
Event2026-03-31
Filed2026-05-07
XSMO
0.25%INVESCO EXCHANGE TRADED FD T
Shares88.9K
Event2026-03-31
Filed2026-05-07
IWF
-0.26%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-05-07
JPIE
5.59%J P MORGAN EXCHANGE TRADED F
Shares133.7K
Event2026-03-31
Filed2026-05-07
JPM
0.75%JPMORGAN CHASE & CO
Shares20.8K
Event2026-03-31
Filed2026-05-07
COWZ
0.33%PACER FDS TR
Shares88.0K
Event2026-03-31
Filed2026-05-07
AMZN
5.36%AMAZON COM INC
Shares26.4K
Event2026-03-31
Filed2026-05-07
KO
0.32%COCA COLA CO
Shares58.1K
Event2026-03-31
Filed2026-05-07
LLY
-11.24%ELI LILLY & CO
Shares4.8K
Event2026-03-31
Filed2026-05-07
XLK
0.82%SELECT SECTOR SPDR TR
Shares32.3K
Event2026-03-31
Filed2026-05-07
IEMG
0.16%ISHARES INC
Shares60.2K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
3.34%BROADCOM INC
Shares12.3K
Event2026-03-31
Filed2026-05-07
CAT
-23.51%CATERPILLAR INC
Shares4.7K
Event2026-03-31
Filed2026-05-07
GLD
-4.29%SPDR GOLD TR
Shares7.7K
Event2026-03-31
Filed2026-05-07
TSM
-13.71%TAIWAN SEMICONDUCTOR MANUFAC
Shares9.5K
Event2026-03-31
Filed2026-05-07
CVX
9.09%CHEVRON CORPORATION
Shares14.9K
Event2026-03-31
Filed2026-05-07
IWD
0.10%ISHARES TR
Shares14.4K
Event2026-03-31
Filed2026-05-07
PANW
22.36%PALO ALTO NETWORKS INC
Shares19.1K
Event2026-03-31
Filed2026-05-07
DE
2.68%DEERE & CO
Shares5.4K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY INC DEL
-1.48%BERKSHIRE HATHAWAY INC DEL
Shares6.2K
Event2026-03-31
Filed2026-05-07
SEAGATE TECHNOLOGY HLDNGS PL
-33.00%SEAGATE TECHNOLOGY HLDNGS PL
Shares7.5K
Event2026-03-31
Filed2026-05-07
CIBR
4.61%FIRST TR EXCHANGE-TRADED FD
Shares46.3K
Event2026-03-31
Filed2026-05-07
WMT
66.79%WALMART INC
Shares23.1K
Event2026-03-31
Filed2026-05-07
AMAT
0.77%APPLIED MATLS INC
Shares8.1K
Event2026-03-31
Filed2026-05-07
SCHW
1.67%SCHWAB CHARLES CORP
Shares28.8K
Event2026-03-31
Filed2026-05-07
CSCO
60.09%CISCO SYS INC
Shares42.5K
Event2026-03-31
Filed2026-05-07
V
2.28%VISA INC
Shares8.7K
Event2026-03-31
Filed2026-05-07
BLACKROCK INC
7.46%BLACKROCK INC
Shares2.7K
Event2026-03-31
Filed2026-05-07
META
4.31%META PLATFORMS INC
Shares4.5K
Event2026-03-31
Filed2026-05-07
LMT
1.52%LOCKHEED MARTIN CORP
Shares4.1K
Event2026-03-31
Filed2026-05-07
FIDU
-1.04%FIDELITY COVINGTON TRUST
Shares28.3K
Event2026-03-31
Filed2026-05-07
XLE
-16.50%SELECT SECTOR SPDR TR
Shares39.2K
Event2026-03-31
Filed2026-05-07
BLACKSTONE INC
148.53%BLACKSTONE INC
Shares20.5K
Event2026-03-31
Filed2026-05-07
MCD
2.50%MCDONALDS CORP
Shares7.6K
Event2026-03-31
Filed2026-05-07
XLV
-0.15%SELECT SECTOR SPDR TR
Shares15.8K
Event2026-03-31
Filed2026-05-07
SHY
-13.05%ISHARES TR
Shares27.8K
Event2026-03-31
Filed2026-05-07
AMGN
5.83%AMGEN INC
Shares6.5K
Event2026-03-31
Filed2026-05-07
HON
0.59%HONEYWELL INTL INC
Shares10.1K
Event2026-03-31
Filed2026-05-07
URI
3.81%UNITED RENTALS INC
Shares3.0K
Event2026-03-31
Filed2026-05-07
NFLX
5.39%NETFLIX INC.
Shares21.3K
Event2026-03-31
Filed2026-05-07
COP
4.13%CONOCOPHILLIPS
Shares14.8K
Event2026-03-31
Filed2026-05-07
ARISTA NETWORKS INC
3.56%ARISTA NETWORKS INC
Shares15.5K
Event2026-03-31
Filed2026-05-07
ADI
-0.66%ANALOG DEVICES INC
Shares5.9K
Event2026-03-31
Filed2026-05-07
XLC
1.96%SELECT SECTOR SPDR TR
Shares16.6K
Event2026-03-31
Filed2026-05-07
JNJ
2.63%JOHNSON & JOHNSON
Shares7.5K
Event2026-03-31
Filed2026-05-07
VZ
0.65%VERIZON COMMUNICATIONS INC
Shares35.9K
Event2026-03-31
Filed2026-05-07
IBM
1.85%INTERNATIONAL BUSINESS MACHS
Shares7.1K
Event2026-03-31
Filed2026-05-07
LOW
0.98%LOWES COS INC
Shares7.2K
Event2026-03-31
Filed2026-05-07
BAC
499.66%BANK AMERICA CORP
Shares35.0K
Event2026-03-31
Filed2026-05-07
MNST
-13.79%MONSTER BEVERAGE CORP NEW
Shares23.1K
Event2026-03-31
Filed2026-05-07
COST
-3.44%COSTCO WHOLESALE CORPORATION
Shares1.6K
Event2026-03-31
Filed2026-05-07
SLB
0.11%SLB LIMITED
Shares31.3K
Event2026-03-31
Filed2026-05-07
MCK
-27.94%MCKESSON CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
KLAC
-28.38%KLA CORP
Shares1.0K
Event2026-03-31
Filed2026-05-07
SO
0.91%SOUTHERN CO
Shares15.8K
Event2026-03-31
Filed2026-05-07
ECL
0.59%ECOLAB INC
Shares5.4K
Event2026-03-31
Filed2026-05-07
PG
24.88%PROCTER & GAMBLE CO
Shares9.7K
Event2026-03-31
Filed2026-05-07
FTEC
-0.63%FIDELITY COVINGTON TRUST
Shares6.4K
Event2026-03-31
Filed2026-05-07
TJX
2.35%TJX COS INC NEW
Shares8.3K
Event2026-03-31
Filed2026-05-07
SPY
1.48%STATE STR SPDR S&P 500 ETF T
Shares2.0K
Event2026-03-31
Filed2026-05-07
HD
0.18%HOME DEPOT INC
Shares3.9K
Event2026-03-31
Filed2026-05-07
AMP
3.17%AMERIPRISE FINL INC
Shares2.8K
Event2026-03-31
Filed2026-05-07
QCOM
-5.95%QUALCOMM INC
Shares9.7K
Event2026-03-31
Filed2026-05-07
SHEL
2.16%SHELL PLC
Shares13.2K
Event2026-03-31
Filed2026-05-07
MA
-1.72%MASTERCARD INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-05-07
MARVELL TECHNOLOGY INC
2.34%MARVELL TECHNOLOGY INC
Shares12.3K
Event2026-03-31
Filed2026-05-07
BSX
8.04%BOSTON SCIENTIFIC CORP
Shares19.4K
Event2026-03-31
Filed2026-05-07
BA
-3.01%BOEING CO
Shares6.1K
Event2026-03-31
Filed2026-05-07
SNOW
NewSNOWFLAKE INC
Shares8.0K
Event2026-03-31
Filed2026-05-07
FENY
-21.52%FIDELITY COVINGTON TRUST
Shares35.5K
Event2026-03-31
Filed2026-05-07
UBER
-50.43%UBER TECHNOLOGIES INC
Shares16.6K
Event2026-03-31
Filed2026-05-07
RY
3.31%ROYAL BK CDA
Shares7.2K
Event2026-03-31
Filed2026-05-07
FCOM
-0.30%FIDELITY COVINGTON TRUST
Shares17.2K
Event2026-03-31
Filed2026-05-07
SYK
0.37%STRYKER CORPORATION
Shares3.6K
Event2026-03-31
Filed2026-05-07
RTX
-1.82%RTX CORPORATION
Shares6.1K
Event2026-03-31
Filed2026-05-07
XOM
0.24%EXXON MOBIL CORP
Shares6.8K
Event2026-03-31
Filed2026-05-07
ITW
2.71%ILLINOIS TOOL WKS INC
Shares4.4K
Event2026-03-31
Filed2026-05-07
TMUS
3.84%T-MOBILE US INC
Shares5.4K
Event2026-03-31
Filed2026-05-07
ETFS GOLD TR
0.00%ETFS GOLD TR
Shares25.2K
Event2026-03-31
Filed2026-05-07
AJG
0.83%GALLAGHER ARTHUR J & CO
Shares5.1K
Event2026-03-31
Filed2026-05-07
PEP
56.03%PEPSICO INC
Shares7.1K
Event2026-03-31
Filed2026-05-07
PEG
3.55%PUBLIC SVC ENTERPRISE GROUP
Shares13.4K
Event2026-03-31
Filed2026-05-07
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares5.5K
Event2026-03-31
Filed2026-05-07
PSX
2.20%PHILLIPS 66
Shares5.9K
Event2026-03-31
Filed2026-05-07
ABT
-7.03%ABBOTT LABORATORIES
Shares10.5K
Event2026-03-31
Filed2026-05-07
VTI
2.91%VANGUARD INDEX FDS
Shares3.4K
Event2026-03-31
Filed2026-05-07
VNLA
0.76%JANUS DETROIT STR TR
Shares21.8K
Event2026-03-31
Filed2026-05-07
NOW
3.62%SERVICENOW INC
Shares10.0K
Event2026-03-31
Filed2026-05-07
SPGI
-2.89%S&P GLOBAL INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
HAL
1.60%HALLIBURTON CO
Shares26.5K
Event2026-03-31
Filed2026-05-07
ORCL
11.80%ORACLE CORP
Shares6.9K
Event2026-03-31
Filed2026-05-07
ITA
0.89%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-07
ITOT
0.51%ISHARES TR
Shares7.0K
Event2026-03-31
Filed2026-05-07
VTIP
11.03%VANGUARD MALVERN FDS
Shares19.4K
Event2026-03-31
Filed2026-05-07
PAYX
-5.70%PAYCHEX INC
Shares10.4K
Event2026-03-31
Filed2026-05-07
TFC
-8.03%TRUIST FINL CORP
Shares20.9K
Event2026-03-31
Filed2026-05-07
VTEB
4.41%VANGUARD MUN BD FDS
Shares18.6K
Event2026-03-31
Filed2026-05-07
TOTALENERGIES SE
4.87%TOTALENERGIES SE
Shares10.2K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
0.03%ALPHABET INC
Shares3.2K
Event2026-03-31
Filed2026-05-07
FMB
2.85%FIRST TR EXCH TRADED FD III
Shares17.9K
Event2026-03-31
Filed2026-05-07
SNY
0.54%SANOFI SA
Shares18.7K
Event2026-03-31
Filed2026-05-07
GPC
-7.63%GENUINE PARTS CO
Shares8.5K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TR
0.60%INVESCO QQQ TR
Shares1.5K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY CORP NEW
5.81%DUKE ENERGY CORP NEW
Shares6.5K
Event2026-03-31
Filed2026-05-07
ISHARES GOLD TR
0.00%ISHARES GOLD TR
Shares9.7K
Event2026-03-31
Filed2026-05-07
CSX
0.70%CSX CORP
Shares20.3K
Event2026-03-31
Filed2026-05-07
TXN
16.96%TEXAS INSTRS INC
Shares4.2K
Event2026-03-31
Filed2026-05-07
KR
3.82%KROGER CO
Shares11.1K
Event2026-03-31
Filed2026-05-07
XLF
-0.36%SELECT SECTOR SPDR TR
Shares16.1K
Event2026-03-31
Filed2026-05-07
VST
NewVISTRA CORP
Shares5.1K
Event2026-03-31
Filed2026-05-07
MU
1.73%MICRON TECHNOLOGY INC
Shares2.2K
Event2026-03-31
Filed2026-05-07
UNILEVER PLC
NewUNILEVER PLC
Shares12.9K
Event2026-03-31
Filed2026-05-07
IVE
0.36%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-05-07
DASH
2.92%DOORDASH INC
Shares4.7K
Event2026-03-31
Filed2026-05-07
BABA
5.47%ALIBABA GROUP HLDG LTD
Shares5.6K
Event2026-03-31
Filed2026-05-07
DUPONT DE NEMOURS INC
6.89%DUPONT DE NEMOURS INC
Shares15.1K
Event2026-03-31
Filed2026-05-07
DXCM
NewDEXCOM INC
Shares11.0K
Event2026-03-31
Filed2026-05-07
IQLT
-92.10%ISHARES TR
Shares14.6K
Event2026-03-31
Filed2026-05-07
LHX
NewL3HARRIS TECHNOLOGIES INC
Shares1.9K
Event2026-03-31
Filed2026-05-07
XLI
8.56%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
CELH
6.48%CELSIUS HLDGS INC
Shares18.2K
Event2026-03-31
Filed2026-05-07
MEDTRONIC PLC
2.29%MEDTRONIC PLC
Shares7.2K
Event2026-03-31
Filed2026-05-07
AXON
-3.32%AXON ENTERPRISE INC
Shares1.5K
Event2026-03-31
Filed2026-05-07
RBLX
133.58%ROBLOX CORP
Shares10.9K
Event2026-03-31
Filed2026-05-07
IJJ
0.26%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-07
KIM
-12.33%KIMCO REALTY CORP
Shares27.0K
Event2026-03-31
Filed2026-05-07
GILD
-3.80%GILEAD SCIENCES INC
Shares4.3K
Event2026-03-31
Filed2026-05-07
JHMM
0.00%JOHN HANCOCK EXCHANGE TRADED
Shares8.7K
Event2026-03-31
Filed2026-05-07
APD
14.71%AIR PRODUCTS AND CHEMICALS I
Shares2.0K
Event2026-03-31
Filed2026-05-07
IEFA
-0.15%ISHARES TR
Shares6.1K
Event2026-03-31
Filed2026-05-07
ABBV
-3.90%ABBVIE INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
IJR
-1.93%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-07
ROBT
8.80%FIRST TR EXCHANGE TRADED FD
Shares11.1K
Event2026-03-31
Filed2026-05-07
MO
0.31%ALTRIA GROUP INC
Shares7.2K
Event2026-03-31
Filed2026-05-07
DECK
2.37%DECKERS OUTDOOR CORP
Shares4.6K
Event2026-03-31
Filed2026-05-07
MUB
0.00%ISHARES TR
Shares4.3K
Event2026-03-31
Filed2026-05-07
RCL
2.01%ROYAL CARIBBEAN GROUP
Shares1.6K
Event2026-03-31
Filed2026-05-07
TSLA
-5.58%TESLA INC
Shares1.2K
Event2026-03-31
Filed2026-05-07
XLY
0.15%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-05-07
VO
0.00%VANGUARD INDEX FDS
Shares1.5K
Event2026-03-31
Filed2026-05-07
CITIGROUP INC
7.72%CITIGROUP INC
Shares3.7K
Event2026-03-31
Filed2026-05-07
AVB
3.56%AVALONBAY CMNTYS INC
Shares2.5K
Event2026-03-31
Filed2026-05-07
VLO
0.00%VALERO ENERGY CORP
Shares1.6K
Event2026-03-31
Filed2026-05-07
FTGC
-3.81%FIRST TR EXCHANGE TRAD FD VI
Shares13.1K
Event2026-03-31
Filed2026-05-07
JEPI
3.58%J P MORGAN EXCHANGE TRADED F
Shares6.3K
Event2026-03-31
Filed2026-05-07
MPC
0.00%MARATHON PETE CORP
Shares1.4K
Event2026-03-31
Filed2026-05-07
BMY
-0.92%BRISTOL-MYERS SQUIBB CO
Shares5.4K
Event2026-03-31
Filed2026-05-07
ALB
-3.62%ALBEMARLE CORP
Shares1.8K
Event2026-03-31
Filed2026-05-07
JPST
0.55%J P MORGAN EXCHANGE TRADED F
Shares6.4K
Event2026-03-31
Filed2026-05-07
SHW
8.68%SHERWIN WILLIAMS CO
Shares939
Event2026-03-31
Filed2026-05-07
TT
0.00%TRANE TECHNOLOGIES PLC
Shares717
Event2026-03-31
Filed2026-05-07
AXP
0.10%AMERICAN EXPRESS CO
Shares974
Event2026-03-31
Filed2026-05-07
SDY
0.20%SPDR SERIES TRUST
Shares2.0K
Event2026-03-31
Filed2026-05-07
VIG
0.37%VANGUARD SPECIALIZED FUNDS
Shares1.4K
Event2026-03-31
Filed2026-05-07
UPS
1.78%UNITED PARCEL SVCS INC
Shares2.9K
Event2026-03-31
Filed2026-05-07
EFA
0.00%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-07
VLUE
0.30%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-05-07
T
0.66%AT&T INC
Shares9.8K
Event2026-03-31
Filed2026-05-07
IWB
0.00%ISHARES TR
Shares720
Event2026-03-31
Filed2026-05-07
KWEB
0.00%KRANESHARES TRUST
Shares8.7K
Event2026-03-31
Filed2026-05-07
IXUS
7.55%ISHARES TR
Shares2.8K
Event2026-03-31
Filed2026-05-07
MS
0.42%MORGAN STANLEY
Shares1.4K
Event2026-03-31
Filed2026-05-07
ALPS ETF TR
-3.53%ALPS ETF TR
Shares4.5K
Event2026-03-31
Filed2026-05-07
SPG
0.00%SIMON PPTY GROUP INC NEW
Shares1.3K
Event2026-03-31
Filed2026-05-07
PLTR
-12.82%PALANTIR TECHNOLOGIES INC
Shares1.6K
Event2026-03-31
Filed2026-05-07
ADP
-8.34%AUTOMATIC DATA PROCESSING IN
Shares1.1K
Event2026-03-31
Filed2026-05-07
SLV
NewISHARES SILVER TR
Shares3.2K
Event2026-03-31
Filed2026-05-07
PECO
NewPHILLIPS EDISON & CO INC
Shares5.7K
Event2026-03-31
Filed2026-05-07
GEV
NewGE VERNOVA INC
Shares239
Event2026-03-31
Filed2026-05-07
GE AEROSPACE
0.00%GE AEROSPACE
Shares732
Event2026-03-31
Filed2026-05-07
MERCK & CO INC
NewMERCK & CO INC
Shares1.7K
Event2026-03-31
Filed2026-05-07
FCX
NewFREEPORT MCMORAN INC
Shares3.5K
Event2026-03-31
Filed2026-05-07
ET
1.58%ENERGY TRANSFER L P
Shares10.5K
Event2026-03-31
Filed2026-05-07
VUG
12.35%VANGUARD INDEX FDS
Shares455
Event2026-03-31
Filed2026-05-07
IBB
-13.03%ISHARES TR
Shares1.2K
Event2026-03-31
Filed2026-05-07
QUAL
0.00%ISHARES TR
Shares971
Event2026-03-31
Filed2026-05-07
CION
0.62%CION INVT CORP
Shares25.3K
Event2026-03-31
Filed2026-05-07
IVOL
0.80%KRANESHARES TRUST
Shares8.5K
Event2026-03-31
Filed2026-05-07
VTV
0.39%VANGUARD INDEX FDS
Shares773
Event2026-03-31
Filed2026-05-07
HYG
0.00%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
XLP
0.34%SELECT SECTOR SPDR TR
Shares1.8K
Event2026-03-31
Filed2026-05-07
FXU
0.47%FIRST TR EXCHANGE-TRADED FD
Shares2.6K
Event2026-03-31
Filed2026-05-07
EEM
0.00%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
-38.29%INVESCO EXCHANGE TRADED FD T
Shares643
Event2026-03-31
Filed2026-05-07
VHT
0.22%VANGUARD WORLD FD
Shares453
Event2026-03-31
Filed2026-05-07
IMCB
0.00%ISHARES TR
Shares1.4K
Event2026-03-31
Filed2026-05-07
DGRO
0.42%ISHARES TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
IGSB
0.04%ISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
XLB
0.21%SELECT SECTOR SPDR TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
XLU
38.26%SELECT SECTOR SPDR TR
Shares2.5K
Event2026-03-31
Filed2026-05-07
IWN
0.33%ISHARES TR
Shares612
Event2026-03-31
Filed2026-05-07
DWMF
0.30%WISDOMTREE TR
Shares3.3K
Event2026-03-31
Filed2026-05-07
GSIE
0.35%GOLDMAN SACHS ETF TR
Shares2.6K
Event2026-03-31
Filed2026-05-07
GDX
-23.53%VANECK ETF TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-07
XBI
-1.34%SPDR SERIES TRUST
Shares811
Event2026-03-31
Filed2026-05-07
CWB
0.00%SPDR SERIES TRUST
Shares1.1K
Event2026-03-31
Filed2026-05-07
SHYG
0.00%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-05-07
XOP
0.00%SPDR SERIES TRUST
Shares500
Event2026-03-31
Filed2026-05-07
IWM
0.00%ISHARES TR
Shares362
Event2026-03-31
Filed2026-05-07
SMH
0.00%VANECK ETF TRUST
Shares232
Event2026-03-31
Filed2026-05-07
SPDR SERIES TRUST
0.00%SPDR SERIES TRUST
Shares920
Event2026-03-31
Filed2026-05-07
JMST
-5.09%J P MORGAN EXCHANGE TRADED F
Shares1.7K
Event2026-03-31
Filed2026-05-07
USFR
0.90%WISDOMTREE TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
MOAT
0.00%VANECK ETF TRUST
Shares854
Event2026-03-31
Filed2026-05-07
GBIL
-49.97%GOLDMAN SACHS ETF TR
Shares799
Event2026-03-31
Filed2026-05-07
BIL
-50.00%SPDR SERIES TRUST
Shares799
Event2026-03-31
Filed2026-05-07
SOXX
0.00%ISHARES TR
Shares210
Event2026-03-31
Filed2026-05-07
ENFR
0.00%ALPS ETF TR
Shares1.7K
Event2026-03-31
Filed2026-05-07
DVY
0.00%ISHARES TR
Shares415
Event2026-03-31
Filed2026-05-07
NLR
0.00%VANECK ETF TRUST
Shares470
Event2026-03-31
Filed2026-05-07
FUTY
0.48%FIDELITY COVINGTON TRUST
Shares1.0K
Event2026-03-31
Filed2026-05-07
EFAV
NewISHARES TR
Shares638
Event2026-03-31
Filed2026-05-07
VNQ
-1.29%VANGUARD INDEX FDS
Shares614
Event2026-03-31
Filed2026-05-07
VBK
0.00%VANGUARD INDEX FDS
Shares176
Event2026-03-31
Filed2026-05-07
FNCL
0.27%FIDELITY COVINGTON TRUST
Shares736
Event2026-03-31
Filed2026-05-07
BIZD
NewVANECK ETF TRUST
Shares4.0K
Event2026-03-31
Filed2026-05-07
GOVT
NewISHARES TR
Shares2.2K
Event2026-03-31
Filed2026-05-07
SHV
0.00%ISHARES TR
Shares454
Event2026-03-31
Filed2026-05-07
USMV
NewISHARES TR
Shares539
Event2026-03-31
Filed2026-05-07
FELC
0.24%FIDELITY COVINGTON TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-07
HDV
NewISHARES TR
Shares323
Event2026-03-31
Filed2026-05-07
VDC
0.00%VANGUARD WORLD FD
Shares195
Event2026-03-31
Filed2026-05-07
VCSH
0.73%VANGUARD SCOTTSDALE FDS
Shares551
Event2026-03-31
Filed2026-05-07
HEZU
0.00%ISHARES TR
Shares938
Event2026-03-31
Filed2026-05-07
VGT
0.00%VANGUARD WORLD FD
Shares58
Event2026-03-31
Filed2026-05-07
VIS
0.00%VANGUARD WORLD FD
Shares128
Event2026-03-31
Filed2026-05-07
XLG
0.00%INVESCO EXCHANGE TRADED FD T
Shares690
Event2026-03-31
Filed2026-05-07
VCR
0.00%VANGUARD WORLD FD
Shares102
Event2026-03-31
Filed2026-05-07
FSTA
0.44%FIDELITY COVINGTON TRUST
Shares682
Event2026-03-31
Filed2026-05-07
HYMB
0.00%SPDR SERIES TRUST
Shares1.4K
Event2026-03-31
Filed2026-05-07
SPTS
0.60%SPDR SERIES TRUST
Shares1.2K
Event2026-03-31
Filed2026-05-07
PPA
0.00%INVESCO EXCHANGE TRADED FD T
Shares201
Event2026-03-31
Filed2026-05-07
IGF
0.00%ISHARES TR
Shares465
Event2026-03-31
Filed2026-05-07
VOT
0.00%VANGUARD INDEX FDS
Shares119
Event2026-03-31
Filed2026-05-07
VOE
0.61%VANGUARD INDEX FDS
Shares166
Event2026-03-31
Filed2026-05-07
VYMI
0.63%VANGUARD WHITEHALL FDS
Shares318
Event2026-03-31
Filed2026-05-07
IWO
0.00%ISHARES TR
Shares93
Event2026-03-31
Filed2026-05-07
VONG
0.00%VANGUARD SCOTTSDALE FDS
Shares259
Event2026-03-31
Filed2026-05-07
WTAI
0.00%WISDOMTREE TR
Shares1.0K
Event2026-03-31
Filed2026-05-07
FBOT
0.00%FIDELITY COVINGTON TRUST
Shares847
Event2026-03-31
Filed2026-05-07
CALF
0.50%PACER FDS TR
Shares607
Event2026-03-31
Filed2026-05-07
JMBS
0.00%JANUS DETROIT STR TR
Shares586
Event2026-03-31
Filed2026-05-07
GSLC
0.49%GOLDMAN SACHS ETF TR
Shares204
Event2026-03-31
Filed2026-05-07
PYZ
0.00%INVESCO EXCHANGE TRADED FD T
Shares213
Event2026-03-31
Filed2026-05-07
IGIB
0.45%ISHARES TR
Shares449
Event2026-03-31
Filed2026-05-07
RDVY
9.45%FIRST TR EXCHANGE TRADED FD
Shares336
Event2026-03-31
Filed2026-05-07
IYW
0.00%ISHARES TR
Shares126
Event2026-03-31
Filed2026-05-07
TIP
0.00%ISHARES TR
Shares205
Event2026-03-31
Filed2026-05-07
EFG
0.00%ISHARES TR
Shares179
Event2026-03-31
Filed2026-05-07
MXI
0.00%ISHARES TR
Shares179
Event2026-03-31
Filed2026-05-07
SPYV
658.14%SPDR SERIES TRUST
Shares326
Event2026-03-31
Filed2026-05-07
EFV
0.00%ISHARES TR
Shares245
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
-76.56%VANGUARD INDEX FDS
Shares30
Event2026-03-31
Filed2026-05-07
REI
0.00%RING ENERGY INC
Shares11.6K
Event2026-03-31
Filed2026-05-07
MTUM
0.00%ISHARES TR
Shares71
Event2026-03-31
Filed2026-05-07
VCIT
0.00%VANGUARD SCOTTSDALE FDS
Shares194
Event2026-03-31
Filed2026-05-07
LQD
0.00%ISHARES TR
Shares145
Event2026-03-31
Filed2026-05-07
SPSM
0.31%SPDR SERIES TRUST
Shares323
Event2026-03-31
Filed2026-05-07
IJT
0.00%ISHARES TR
Shares108
Event2026-03-31
Filed2026-05-07
FV
-49.90%FIRST TR EXCHANGE TRADED FD
Shares252
Event2026-03-31
Filed2026-05-07
FHLC
0.50%FIDELITY COVINGTON TRUST
Shares202
Event2026-03-31
Filed2026-05-07
SPMB
0.00%SPDR SERIES TRUST
Shares625
Event2026-03-31
Filed2026-05-07
VB
0.00%VANGUARD INDEX FDS
Shares53
Event2026-03-31
Filed2026-05-07
ICLN
0.00%ISHARES TR
Shares698
Event2026-03-31
Filed2026-05-07
VFH
0.00%VANGUARD WORLD FD
Shares103
Event2026-03-31
Filed2026-05-07
PFF
0.74%ISHARES TR
Shares409
Event2026-03-31
Filed2026-05-07
SPYM
4.55%SPDR SERIES TRUST
Shares161
Event2026-03-31
Filed2026-05-07
TLT
0.00%ISHARES TR
Shares142
Event2026-03-31
Filed2026-05-07
IEI
0.00%ISHARES TR
Shares99
Event2026-03-31
Filed2026-05-07
SPYG
147.92%SPDR SERIES TRUST
Shares119
Event2026-03-31
Filed2026-05-07
SPTL
0.00%SPDR SERIES TRUST
Shares409
Event2026-03-31
Filed2026-05-07
WOOD
0.00%ISHARES TR
Shares150
Event2026-03-31
Filed2026-05-07
IYR
-0.90%ISHARES TR
Shares110
Event2026-03-31
Filed2026-05-07
EMB
0.00%ISHARES TR
Shares110
Event2026-03-31
Filed2026-05-07
IHE
0.00%ISHARES TR
Shares107
Event2026-03-31
Filed2026-05-07
VV
0.00%VANGUARD INDEX FDS
Shares28
Event2026-03-31
Filed2026-05-07
RWR
1.20%SPDR SERIES TRUST
Shares84
Event2026-03-31
Filed2026-05-07
SJNK
0.00%SPDR SERIES TRUST
Shares331
Event2026-03-31
Filed2026-05-07
IEF
0.00%ISHARES TR
Shares85
Event2026-03-31
Filed2026-05-07
ACWX
0.00%ISHARES TR
Shares117
Event2026-03-31
Filed2026-05-07
VMBS
0.00%VANGUARD SCOTTSDALE FDS
Shares163
Event2026-03-31
Filed2026-05-07
IJK
0.00%ISHARES TR
Shares72
Event2026-03-31
Filed2026-05-07
IUSG
0.00%ISHARES TR
Shares45
Event2026-03-31
Filed2026-05-07
SUB
0.00%ISHARES TR
Shares61
Event2026-03-31
Filed2026-05-07
IJS
0.00%ISHARES TR
Shares50
Event2026-03-31
Filed2026-05-07
IUSB
-5.43%ISHARES TR
Shares122
Event2026-03-31
Filed2026-05-07
MBB
0.00%ISHARES TR
Shares59
Event2026-03-31
Filed2026-05-07
HAIL
0.58%SPDR SERIES TRUST
Shares173
Event2026-03-31
Filed2026-05-07
IGV
0.00%ISHARES TR
Shares66
Event2026-03-31
Filed2026-05-07
USIG
0.00%ISHARES TR
Shares98
Event2026-03-31
Filed2026-05-07
IYH
0.00%ISHARES TR
Shares75
Event2026-03-31
Filed2026-05-07
FDIS
0.00%FIDELITY COVINGTON TRUST
Shares44
Event2026-03-31
Filed2026-05-07
SPSB
0.00%SPDR SERIES TRUST
Shares133
Event2026-03-31
Filed2026-05-07
FXI
0.00%ISHARES TR
Shares111
Event2026-03-31
Filed2026-05-07
AGG
0.00%ISHARES TR
Shares40
Event2026-03-31
Filed2026-05-07
IMCG
0.00%ISHARES TR
Shares48
Event2026-03-31
Filed2026-05-07
SCZ
0.00%ISHARES TR
Shares45
Event2026-03-31
Filed2026-05-07
MLN
0.00%VANECK ETF TRUST
Shares193
Event2026-03-31
Filed2026-05-07
KVLE
0.00%KRANESHARES TRUST
Shares134
Event2026-03-31
Filed2026-05-07
IYK
0.00%ISHARES TR
Shares45
Event2026-03-31
Filed2026-05-07
IEV
0.00%ISHARES TR
Shares38
Event2026-03-31
Filed2026-05-07
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares41
Event2026-03-31
Filed2026-05-07
SLQD
0.00%ISHARES TR
Shares37
Event2026-03-31
Filed2026-05-07
JAAA
0.00%JANUS DETROIT STR TR
Shares34
Event2026-03-31
Filed2026-05-07
JBBB
0.00%JANUS DETROIT STR TR
Shares33
Event2026-03-31
Filed2026-05-07
FTXL
0.00%FIRST TR EXCHANGE TRADED FD
Shares6
Event2026-03-31
Filed2026-05-07
HEFA
0.00%ISHARES TR
Shares17
Event2026-03-31
Filed2026-05-07
SPTM
0.00%SPDR SERIES TRUST
Shares8
Event2026-03-31
Filed2026-05-07
SPMD
0.00%SPDR SERIES TRUST
Shares10
Event2026-03-31
Filed2026-05-07
EMXC
0.00%ISHARES INC
Shares4
Event2026-03-31
Filed2026-05-07
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available