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The Analysis of KINTRA WEALTH, LLC's Holdings & P&L

Currently, KINTRA WEALTH, LLC holds 406 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IUSV (+442.9K shares, valued at $45.3M), IUSG (+282.7K shares, valued at $43.8M), IEFA (+460.3K shares, valued at $41.7M); decreased their positions in GSLC (-56.0K shares, valued at $7.0M), IGLB (-40.4K shares, valued at $2.0M), IGIB (-32.0K shares, valued at $1.7M); initiated new positions in IUSV (+442.9K shares, valued at $45.3M), IUSG (+282.7K shares, valued at $43.8M), IEFA (+460.3K shares, valued at $41.7M).

1M P&L

+15.8M+2.47%

3M P&L

+32.0M+5.14%

HY P&L

+53.0M+8.81%

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/A509.1M

85.7%

2Semiconductors12.8M

2.2%

3Consumer Electronics8.4M

1.4%

Top Industries by Stock Count

1N/A112 stocks

54.6%

2Drug Manufacturers - General8 stocks

3.9%

3Banks - Regional6 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EA SERIES TRUST EA SERIES TRUST1.8M shares1.86%2026-03-312026-05-15

MFSG MFS ACTIVE EXCHANGE TRADED F1.9M shares-1.30%2026-03-312026-05-15

IUSV ISHARES TR442.9K sharesnew addition2026-03-312026-05-15

IUSG ISHARES TR282.7K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR460.3K sharesnew addition2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC1.1M shares3.60%2026-03-312026-05-15

GSLC GOLDMAN SACHS ETF TR284.4K shares-16.44%2026-03-312026-05-15

IVV ISHARES TR52.4K shares565.28%2026-03-312026-05-15

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F663.2K shares5.92%2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T1.2M shares100.92%2026-03-312026-05-15

IJR ISHARES TR241.0K sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION162.4K shares181.15%2026-03-312026-05-15

JPIE J P MORGAN EXCHANGE TRADED F577.2K shares60.21%2026-03-312026-05-15

WCMI FIRST TR EXCHANGE-TRADED FD1.6M shares1.02%2026-03-312026-05-15

AAPL APPLE INC102.3K shares230.34%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS114.9K shares14.57%2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR41.8K shares2927.44%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR431.6K shares5.64%2026-03-312026-05-15

FTCB FIRST TR EXCHANGE-TRADED FD991.8K shares6.48%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS33.6K sharesnew addition2026-03-312026-05-15

USTB VICTORY PORTFOLIOS II392.1K shares81.06%2026-03-312026-05-15

AMZN AMAZON COM INC93.6K shares376.49%2026-03-312026-05-15

IJH ISHARES TR264.7K sharesnew addition2026-03-312026-05-15

JPIB J P MORGAN EXCHANGE TRADED F362.8K shares2.00%2026-03-312026-05-15

Sponsored

CIEN CIENA CORP44.5K shares-0.54%2026-03-312026-05-15

MSFT MICROSOFT CORP46.4K shares244.74%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR340.3K shares3.70%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T24.9K shares334.38%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F236.0K shares9.47%2026-03-312026-05-15

GSSC GOLDMAN SACHS ETF TR150.4K shares3.66%2026-03-312026-05-15

VTV VANGUARD INDEX FDS57.0K sharesnew addition2026-03-312026-05-15

VUG VANGUARD INDEX FDS20.9K shares3271.18%2026-03-312026-05-15

Sponsored

ALPHABET INC ALPHABET INC30.9K shares72.59%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE201.6K shares30.38%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS107.3K shares589.99%2026-03-312026-05-15

ALPHABET INC ALPHABET INC27.7K shares1160.94%2026-03-312026-05-15

AGG ISHARES TR77.9K shares676.97%2026-03-312026-05-15

BCI ABRDN ETFS316.5K shares14.18%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON30.5K shares609.01%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND15.9K sharesnew addition2026-03-312026-05-15

Sponsored

BNDX VANGUARD CHARLOTTE FDS143.8K sharesnew addition2026-03-312026-05-15

VXF VANGUARD INDEX FDS32.5K sharesnew addition2026-03-312026-05-15

CGGE CAPITAL GROUP GLOBAL EQUITY218.5K shares68.54%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS99.9K shares592.96%2026-03-312026-05-15

FSEC FIDELITY MERRIMACK STR TR145.4K shares0.42%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F45.0K sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.0K shares151.50%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO19.3K shares108.25%2026-03-312026-05-15

Sponsored

IIGD INVESCO EXCH TRD SLF IDX FD230.3K shares-1.14%2026-03-312026-05-15

BROADCOM INC BROADCOM INC17.8K shares339.70%2026-03-312026-05-15

BSCR INVESCO EXCH TRD SLF IDX FD275.1K shares4.76%2026-03-312026-05-15

JSMD JANUS DETROIT STR TR67.2K shares2.27%2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC58.8K sharesnew addition2026-03-312026-05-15

IGIB ISHARES TR97.3K shares-24.72%2026-03-312026-05-15

XOM EXXON MOBIL CORP30.3K shares553.32%2026-03-312026-05-15

MGK VANGUARD WORLD FD13.7K sharesnew addition2026-03-312026-05-15

Sponsored

USHY ISHARES TR135.7K sharesnew addition2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD239.5K shares4.25%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET120.9K shares315.33%2026-03-312026-05-15

IBDX ISHARES TR178.4K shares132.61%2026-03-312026-05-15

IBDT ISHARES TR177.9K shares130.99%2026-03-312026-05-15

ABBV ABBVIE INC20.3K shares101.45%2026-03-312026-05-15

IWP ISHARES TR33.9K shares271.04%2026-03-312026-05-15

MYCF SSGA ACTIVE TR172.4K shares-10.34%2026-03-312026-05-15

Sponsored

IWD ISHARES TR20.0K shares587.13%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC35.3K shares628.79%2026-03-312026-05-15

MOAT VANECK ETF TRUST43.0K shares4.74%2026-03-312026-05-15

TBLL INVESCO EXCH TRADED FD TR II37.9K shares98.17%2026-03-312026-05-15

MGV VANGUARD WORLD FD27.5K sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS21.3K sharesnew addition2026-03-312026-05-15

VBR VANGUARD INDEX FDS17.6K sharesnew addition2026-03-312026-05-15

BSCT INVESCO EXCH TRD SLF IDX FD202.7K shares1.52%2026-03-312026-05-15

Sponsored

VOT VANGUARD INDEX FDS14.7K sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO26.0K shares937.89%2026-03-312026-05-15

TSLA TESLA INC10.0K shares202.41%2026-03-312026-05-15

CGBL CAPITAL GROUP CORE BALANCED107.8K shares1419.04%2026-03-312026-05-15

VTI VANGUARD INDEX FDS11.3K shares632.82%2026-03-312026-05-15

PCY INVESCO EXCH TRADED FD TR II173.3K shares0.22%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F69.5K shares1.78%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF87.3K shares88.91%2026-03-312026-05-15

Sponsored

WMT WALMART INC28.0K shares319.87%2026-03-312026-05-15

PULS PGIM ETF TR70.1K shares99.03%2026-03-312026-05-15

META META PLATFORMS INC6.0K shares164.02%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC8.4K sharesnew addition2026-03-312026-05-15

KOMP SPDR SERIES TRUST53.3K shares-3.15%2026-03-312026-05-15

IWF ISHARES TR7.3K shares454.90%2026-03-312026-05-15

IBTJ ISHARES TR126.5K shares1231.68%2026-03-312026-05-15

SGOV ISHARES TR29.0K sharesnew addition2026-03-312026-05-15

Sponsored

COST COSTCO WHOLESALE CORPORATION2.9K shares147.70%2026-03-312026-05-15

VBK VANGUARD INDEX FDS9.3K sharesnew addition2026-03-312026-05-15

IBDS ISHARES TR113.8K shares614.78%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC13.4K sharesnew addition2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR33.2K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO2.9K shares96.27%2026-03-312026-05-15

IBDV ISHARES TR121.2K shares36.32%2026-03-312026-05-15

IBDW ISHARES TR126.5K shares746.09%2026-03-312026-05-15

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI47.4K shares-0.40%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR23.1K sharesnew addition2026-03-312026-05-15

SDY SPDR SERIES TRUST16.9K shares664.03%2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F28.3K sharesnew addition2026-03-312026-05-15

IBDR ISHARES TR98.4K shares9.19%2026-03-312026-05-15

MA MASTERCARD INCORPORATED4.7K shares119.04%2026-03-312026-05-15

HD HOME DEPOT INC7.0K shares744.69%2026-03-312026-05-15

V VISA INC7.6K shares255.69%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION11.1K shares120.98%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC45.3K shares47.58%2026-03-312026-05-15

AMGN AMGEN INC6.4K shares542.56%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR76.3K shares7.81%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS8.9K shares86.09%2026-03-312026-05-15

AMAT APPLIED MATLS INC6.3K sharesnew addition2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.2K sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC30.0K sharesnew addition2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC2.9K shares58.45%2026-03-312026-05-15

SMH VANECK ETF TRUST5.3K shares16.91%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC18.9K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP38.2K shares359.64%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR40.2K sharesnew addition2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T67.5K shares177.80%2026-03-312026-05-15

WPC WP CAREY INC26.8K sharesnew addition2026-03-312026-05-15

VO VANGUARD INDEX FDS5.9K sharesnew addition2026-03-312026-05-15

Sponsored

TXN TEXAS INSTRS INC8.6K sharesnew addition2026-03-312026-05-15

FJUN FIRST TR EXCHNG TRADED FD VI29.6K shares2.33%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T22.2K sharesnew addition2026-03-312026-05-15

CSCO CISCO SYS INC20.5K shares33.60%2026-03-312026-05-15

VDE VANGUARD WORLD FD9.1K sharesnew addition2026-03-312026-05-15

CGIC CAPITAL GROUP INTERNATIONAL47.2K sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO16.0K shares206.25%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.9K shares548.23%2026-03-312026-05-15

Sponsored

SPMB SPDR SERIES TRUST67.5K sharesnew addition2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD13.5K shares24.37%2026-03-312026-05-15

VXUS VANGUARD STAR FDS18.9K sharesnew addition2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T53.0K sharesnew addition2026-03-312026-05-15

IVOO VANGUARD ADMIRAL FDS INC12.6K sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR30.5K sharesnew addition2026-03-312026-05-15

PFE PFIZER INC49.0K shares196.61%2026-03-312026-05-15

LOW LOWES COS INC5.7K shares19.24%2026-03-312026-05-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS16.8K shares6.10%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.9K shares217.07%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F23.8K shares302.95%2026-03-312026-05-15

MET METLIFE INC18.0K shares434.99%2026-03-312026-05-15

FJUL FIRST TR EXCHNG TRADED FD VI23.1K shares2.39%2026-03-312026-05-15

NWBI NORTHWEST BANCSHARES INC98.9K shares168.92%2026-03-312026-05-15

FAUG FIRST TR EXCHNG TRADED FD VI24.2K shares5.18%2026-03-312026-05-15

VHT VANGUARD WORLD FD4.5K sharesnew addition2026-03-312026-05-15

Sponsored

CRWD CROWDSTRIKE HLDGS INC3.1K sharesnew addition2026-03-312026-05-15

ITA ISHARES TR5.6K sharesnew addition2026-03-312026-05-15

IDV ISHARES TR28.3K sharesnew addition2026-03-312026-05-15

MCK MCKESSON CORP1.4K shares26.81%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD11.9K shares-5.60%2026-03-312026-05-15

MPC MARATHON PETE CORP4.5K shares89.57%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI43.7K shares14.96%2026-03-312026-05-15

WM WASTE MGMT INC DEL4.6K sharesnew addition2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE3.7K sharesnew addition2026-03-312026-05-15

VB VANGUARD INDEX FDS4.0K sharesnew addition2026-03-312026-05-15

SHYG ISHARES TR24.9K sharesnew addition2026-03-312026-05-15

QUAL ISHARES TR5.4K shares14.12%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS6.9K sharesnew addition2026-03-312026-05-15

IGLB ISHARES TR20.3K shares-66.51%2026-03-312026-05-15

SPYG SPDR SERIES TRUST10.2K sharesnew addition2026-03-312026-05-15

VGT VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-15

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T44.0K sharesnew addition2026-03-312026-05-15

IGV ISHARES TR12.1K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP21.9K shares-4.40%2026-03-312026-05-15

PEP PEPSICO INC6.2K shares184.81%2026-03-312026-05-15

HDV ISHARES TR7.1K shares90.81%2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III18.7K shares16.95%2026-03-312026-05-15

GL GLOBE LIFE INC6.8K sharesnew addition2026-03-312026-05-15

DVY ISHARES TR6.2K sharesnew addition2026-03-312026-05-15

Sponsored

FTEC FIDELITY COVINGTON TRUST4.5K shares5.00%2026-03-312026-05-15

MCD MCDONALDS CORP3.0K sharesnew addition2026-03-312026-05-15

GPIQ GOLDMAN SACHS ETF TR18.6K shares6.63%2026-03-312026-05-15

MTB M & T BK CORP4.4K shares-1.74%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II8.0K shares-54.16%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR28.9K sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES8.5K shares229.44%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR6.6K shares141.79%2026-03-312026-05-15

Sponsored

IWM ISHARES TR3.5K shares45.82%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST22.1K sharesnew addition2026-03-312026-05-15

FJAN FIRST TR EXCHNG TRADED FD VI17.0K shares0.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS18.6K shares-3.15%2026-03-312026-05-15

T AT&T INC29.3K sharesnew addition2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC4.9K shares11.56%2026-03-312026-05-15

CVS CVS HEALTH CORP11.6K sharesnew addition2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR27.3K shares28.82%2026-03-312026-05-15

Sponsored

KO COCA COLA CO10.9K sharesnew addition2026-03-312026-05-15

FMAY FIRST TR EXCHNG TRADED FD VI15.6K shares4.14%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT24.0K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC917 sharesnew addition2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F16.0K shares20.13%2026-03-312026-05-15

NUE NUCOR CORP4.7K shares36.45%2026-03-312026-05-15

CGXU CAPITAL GROUP INTL FOCUS EQT26.6K shares143.81%2026-03-312026-05-15

GJUL FIRST TR EXCHNG TRADED FD VI18.8K sharesnew addition2026-03-312026-05-15

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD38.9K shares14.11%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC4.7K sharesnew addition2026-03-312026-05-15

GJUN FIRST TR EXCHNG TRADED FD VI19.1K sharesnew addition2026-03-312026-05-15

PVAL PUTNAM ETF TRUST16.2K sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC4.4K shares107.86%2026-03-312026-05-15

VPU VANGUARD WORLD FD3.7K sharesnew addition2026-03-312026-05-15

SPTM SPDR SERIES TRUST9.2K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC4.9K shares1.63%2026-03-312026-05-15

Sponsored

BLACKSTONE INC BLACKSTONE INC6.2K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.7.3K shares94.46%2026-03-312026-05-15

NEE NEXTERA ENERGY INC7.6K shares171.60%2026-03-312026-05-15

HON HONEYWELL INTL INC3.0K sharesnew addition2026-03-312026-05-15

FSEP FIRST TR EXCHNG TRADED FD VI13.7K shares3.87%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.5K sharesnew addition2026-03-312026-05-15

PBAU PGIM ROCK ETF TR23.0K sharesnew addition2026-03-312026-05-15

BA BOEING CO3.4K sharesnew addition2026-03-312026-05-15

Sponsored

FFEB FIRST TR EXCHNG TRADED FD VI12.0K shares-4.83%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.2K shares67.24%2026-03-312026-05-15

KLAC KLA CORP455 shares-17.12%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.4K sharesnew addition2026-03-312026-05-15

EFV ISHARES TR8.8K sharesnew addition2026-03-312026-05-15

CGDG CAPITAL GROUP DIVIDEND GROWE18.1K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION2.0K shares23.61%2026-03-312026-05-15

GLW CORNING INC4.8K shares6.91%2026-03-312026-05-15

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR25.9K shares10.20%2026-03-312026-05-15

MSTR STRATEGY INC5.1K shares-0.37%2026-03-312026-05-15

EFG ISHARES TR5.7K sharesnew addition2026-03-312026-05-15

DE DEERE & CO1.1K shares45.74%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE6.8K shares29.81%2026-03-312026-05-15

IYM ISHARES TR3.5K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR1.4K shares174.42%2026-03-312026-05-15

IBB ISHARES TR3.6K sharesnew addition2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP2.5K shares25.64%2026-03-312026-05-15

YSEP FIRST TR EXCHNG TRADED FD VI22.6K sharesnew addition2026-03-312026-05-15

PRU PRUDENTIAL FINL INC6.0K shares28.38%2026-03-312026-05-15

ACWX ISHARES TR8.4K sharesnew addition2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I1.9K shares3.43%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC4.3K shares39.19%2026-03-312026-05-15

EXC EXELON CORP11.3K shares-3.89%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40898 shares17.23%2026-03-312026-05-15

Sponsored

AMP AMERIPRISE FINL INC1.2K shares4.60%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR11.0K sharesnew addition2026-03-312026-05-15

TJX TJX COS INC NEW3.4K shares29.29%2026-03-312026-05-15

SO SOUTHERN CO5.6K sharesnew addition2026-03-312026-05-15

GMAY FIRST TR EXCHNG TRADED FD VI13.1K sharesnew addition2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW1.6K shares130.61%2026-03-312026-05-15

HYGH ISHARES U S ETF TR6.2K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP8.4K sharesnew addition2026-03-312026-05-15

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T11.7K sharesnew addition2026-03-312026-05-15

USMV ISHARES TR5.7K sharesnew addition2026-03-312026-05-15

NVS NOVARTIS AG3.4K shares25.08%2026-03-312026-05-15

IWS ISHARES TR3.6K shares117.59%2026-03-312026-05-15

RTX RTX CORPORATION2.7K shares33.22%2026-03-312026-05-15

DTE DTE ENERGY CO3.5K shares-13.63%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-05-15

F FORD MTR CO44.6K shares19.48%2026-03-312026-05-15

Sponsored

ROP ROPER TECHNOLOGIES INC1.4K shares-14.96%2026-03-312026-05-15

PSX PHILLIPS 662.8K shares44.65%2026-03-312026-05-15

WELL WELLTOWER INC2.5K sharesnew addition2026-03-312026-05-15

PDBC INVESCO ACTVELY MNGD ETC FD28.5K shares-1.03%2026-03-312026-05-15

ALL ALLSTATE CORP2.4K sharesnew addition2026-03-312026-05-15

SIXG ETF SER SOLUTIONS7.2K sharesnew addition2026-03-312026-05-15

SDG ISHARES TR5.8K shares-10.30%2026-03-312026-05-15

ESGD ISHARES TR5.0K sharesnew addition2026-03-312026-05-15

Sponsored

QCOM QUALCOMM INC3.7K shares134.25%2026-03-312026-05-15

AXON AXON ENTERPRISE INC1.1K sharesnew addition2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP5.8K sharesnew addition2026-03-312026-05-15

AIVL WISDOMTREE TR4.0K shares45.35%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP762 sharesnew addition2026-03-312026-05-15

PAVE GLOBAL X FDS9.0K sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP1.6K sharesnew addition2026-03-312026-05-15

MUB ISHARES TR4.3K sharesnew addition2026-03-312026-05-15

Sponsored

CL COLGATE PALMOLIVE CO5.3K sharesnew addition2026-03-312026-05-15

IFRA ISHARES TR7.8K shares59.46%2026-03-312026-05-15

CMCSA COMCAST CORP NEW15.3K sharesnew addition2026-03-312026-05-15

JGLO J P MORGAN EXCHANGE TRADED F6.7K shares-7.67%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD6.9K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP4.8K sharesnew addition2026-03-312026-05-15

WAT WATERS CORP1.4K sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.1K sharesnew addition2026-03-312026-05-15

Sponsored

HYG ISHARES TR5.4K shares108.30%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.2K sharesnew addition2026-03-312026-05-15

XEMD BONDBLOXX ETF TRUST9.7K sharesnew addition2026-03-312026-05-15

RIO RIO TINTO PLC4.5K sharesnew addition2026-03-312026-05-15

SHOP SHOPIFY INC3.5K sharesnew addition2026-03-312026-05-15

MS MORGAN STANLEY2.5K sharesnew addition2026-03-312026-05-15

VONG VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC3.5K sharesnew addition2026-03-312026-05-15

Sponsored

IVE ISHARES TR1.9K sharesnew addition2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC3.0K shares14.27%2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST10.2K sharesnew addition2026-03-312026-05-15

AIS TIDAL TRUST III9.4K sharesnew addition2026-03-312026-05-15

EFA ISHARES TR4.1K sharesnew addition2026-03-312026-05-15

IJK ISHARES TR3.9K sharesnew addition2026-03-312026-05-15

SLV ISHARES SILVER TR5.7K shares54.90%2026-03-312026-05-15

PRK PARK NATL CORP2.4K shares1.90%2026-03-312026-05-15

Sponsored

CZNC CITIZENS & NORTHN CORP16.9K shares0.00%2026-03-312026-05-15

SUB ISHARES TR3.5K shares36.45%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.1K sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO1.5K sharesnew addition2026-03-312026-05-15

NVO NOVO-NORDISK A S9.9K shares12.32%2026-03-312026-05-15

FDEC FIRST TR EXCHNG TRADED FD VI7.3K shares72.81%2026-03-312026-05-15

BMO BANK MONTREAL MEDIUM2.7K sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN TOB PLC6.1K sharesnew addition2026-03-312026-05-15

Sponsored

DLN WISDOMTREE TR4.0K sharesnew addition2026-03-312026-05-15

CB CHUBB LTD SWITZ1.1K sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC719 shares46.73%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS4.8K sharesnew addition2026-03-312026-05-15

CGCV CAPITAL GROUP CONSERVATIVE E11.8K sharesnew addition2026-03-312026-05-15

YUM YUM BRANDS INC2.2K sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC5.3K sharesnew addition2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC1.2K sharesnew addition2026-03-312026-05-15

Sponsored

VVV VALVOLINE INC10.3K shares0.00%2026-03-312026-05-15

SHLD GLOBAL X FDS4.8K shares34.41%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC1.5K sharesnew addition2026-03-312026-05-15

ESGU ISHARES TR2.4K sharesnew addition2026-03-312026-05-15

XAR SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-05-15

AEIS ADVANCED ENERGY INDS1.1K sharesnew addition2026-03-312026-05-15

WAB WABTEC1.3K shares0.00%2026-03-312026-05-15

ITOT ISHARES TR2.4K sharesnew addition2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC1.8K sharesnew addition2026-03-312026-05-15

MAS MASCO CORP5.5K shares-3.58%2026-03-312026-05-15

FDX FEDEX CORP917 sharesnew addition2026-03-312026-05-15

ASML ASML HLDG NV245 shares-7.89%2026-03-312026-05-15

TGT TARGET CORP2.7K shares7.42%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO5.3K sharesnew addition2026-03-312026-05-15

GNRC GENERAC HLDGS INC1.6K sharesnew addition2026-03-312026-05-15

SMAY FIRST TR EXCHNG TRADED FD VI12.1K sharesnew addition2026-03-312026-05-15

Sponsored

DEM WISDOMTREE TR6.4K shares-4.37%2026-03-312026-05-15

PNQI INVESCO EXCHANGE TRADED FD T7.1K sharesnew addition2026-03-312026-05-15

FDD FIRST TR EXCHANGE-TRADED FD17.7K shares-63.49%2026-03-312026-05-15

ADI ANALOG DEVICES INC982 sharesnew addition2026-03-312026-05-15

GOCT FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2026-03-312026-05-15

IYT ISHARES TR4.1K sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP3.3K shares20.13%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.1K sharesnew addition2026-03-312026-05-15

Sponsored

TIP ISHARES TR2.7K sharesnew addition2026-03-312026-05-15

NOBL PROSHARES TR2.8K shares29.01%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.4K shares36.53%2026-03-312026-05-15

ORCL ORACLE CORP2.0K shares31.15%2026-03-312026-05-15

ET ENERGY TRANSFER L P15.5K sharesnew addition2026-03-312026-05-15

SPYD SPDR SERIES TRUST6.5K sharesnew addition2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F5.9K shares1.93%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II1.2K shares49.88%2026-03-312026-05-15

Sponsored

BBBS BONDBLOXX ETF TRUST5.7K shares-0.89%2026-03-312026-05-15

VPL VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2026-03-312026-05-15

FAPR FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2026-03-312026-05-15

PBFB PGIM ROCK ETF TR9.4K sharesnew addition2026-03-312026-05-15

CHAT TIDAL TRUST II4.5K shares-73.20%2026-03-312026-05-15

IHAK ISHARES TR6.3K sharesnew addition2026-03-312026-05-15

CGMM CAPITAL GROUP EQUITY ETF TR9.4K sharesnew addition2026-03-312026-05-15

OCTP PGIM ROCK ETF TR9.3K sharesnew addition2026-03-312026-05-15

Sponsored

ARTY ISHARES TR5.9K sharesnew addition2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD5.4K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY INC803 sharesnew addition2026-03-312026-05-15

HST HOST HOTELS & RESORTS INC14.0K shares34.71%2026-03-312026-05-15

PBJA PGIM ROCK ETF TR8.7K sharesnew addition2026-03-312026-05-15

FCX FREEPORT MCMORAN INC4.5K sharesnew addition2026-03-312026-05-15

IBDZ ISHARES TR10.1K sharesnew addition2026-03-312026-05-15

O REALTY INCOME CORP4.3K sharesnew addition2026-03-312026-05-15

Sponsored

MSI MOTOROLA SOLUTIONS INC599 sharesnew addition2026-03-312026-05-15

FDHY FIDELITY COVINGTON TRUST5.3K sharesnew addition2026-03-312026-05-15

YJUN FIRST TR EXCHNG TRADED FD VI9.9K sharesnew addition2026-03-312026-05-15

PBMR PGIM ROCK ETF TR8.4K sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC934 shares26.39%2026-03-312026-05-15

VDC VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-05-15

HSY HERSHEY CO1.2K sharesnew addition2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-05-15

Sponsored

GILD GILEAD SCIENCES INC1.8K shares-14.10%2026-03-312026-05-15

GAPR FIRST TR EXCHNG TRADED FD VI6.1K sharesnew addition2026-03-312026-05-15

USB US BANCORP4.8K shares12.81%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC2.8K sharesnew addition2026-03-312026-05-15

PWR QUANTA SVCS INC447 shares-51.73%2026-03-312026-05-15

SPGI S&P GLOBAL INC575 sharesnew addition2026-03-312026-05-15

BOTZ GLOBAL X FDS7.3K sharesnew addition2026-03-312026-05-15

FHLC FIDELITY COVINGTON TRUST3.4K sharesnew addition2026-03-312026-05-15

Sponsored

PBDE PGIM ROCK ETF TR8.2K sharesnew addition2026-03-312026-05-15

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-05-15

ERIC TELEFONAKTIEBOLAGET LM ERICS21.1K shares-9.52%2026-03-312026-05-15

KTOS KRATOS DEFENSE & SEC SOLUTIO3.3K shares0.54%2026-03-312026-05-15

KR KROGER CO3.2K sharesnew addition2026-03-312026-05-15

FI FISERV INC4.1K sharesnew addition2026-03-312026-05-15

HCA HCA HEALTHCARE INC480 sharesnew addition2026-03-312026-05-15

VV VANGUARD INDEX FDS759 sharesnew addition2026-03-312026-05-15

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI4.7K sharesnew addition2026-03-312026-05-15

ENB ENBRIDGE INC4.2K sharesnew addition2026-03-312026-05-15

ESGV VANGUARD WORLD FD2.0K sharesnew addition2026-03-312026-05-15

ROBO EXCHANGE TRADED CONCEPTS TRU3.3K sharesnew addition2026-03-312026-05-15

CME CME GROUP INC746 sharesnew addition2026-03-312026-05-15

DVN DEVON ENERGY CORP NEW4.3K sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC1.8K sharesnew addition2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L5.7K sharesnew addition2026-03-312026-05-15

Sponsored

FIX COMFORT SYS USA INC156 sharesnew addition2026-03-312026-05-15

TCAI TORTOISE CAPITAL SERIES TRUS6.2K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP768 sharesnew addition2026-03-312026-05-15

XSD SPDR SERIES TRUST652 sharesnew addition2026-03-312026-05-15

IWB ISHARES TR595 sharesnew addition2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR4.3K sharesnew addition2026-03-312026-05-15

ILCG ISHARES TR2.2K shares0.00%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW1.5K sharesnew addition2026-03-312026-05-15

Sponsored

SRE SEMPRA2.1K sharesnew addition2026-03-312026-05-15

ACWI ISHARES TR1.5K shares0.00%2026-03-312026-05-15

FAST FASTENAL CO4.4K sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS1.5K sharesnew addition2026-03-312026-05-15

XYL XYLEM INC1.7K sharesnew addition2026-03-312026-05-15

NATWEST GROUP PLC NATWEST GROUP PLC11.3K shares-9.97%2026-03-312026-05-15

SMR NUSCALE PWR CORP15.3K shares0.00%2026-03-312026-05-15

QS QUANTUMSCAPE CORP16.2K shares-0.17%2026-03-312026-05-15

Sponsored

CIG CIA ENERGETICA DE MINAS GERA31.6K shares4.81%2026-03-312026-05-15

LYG LLOYDS BANKING GROUP PLC13.7K shares-7.17%2026-03-312026-05-15

PTON PELOTON INTERACTIVE INC11.3K sharesnew addition2026-03-312026-05-15

BDN BRANDYWINE RLTY TR12.0K shares-17.36%2026-03-312026-05-15

RXRX RECURSION PHARMACEUTICALS IN10.0K sharesnew addition2026-03-312026-05-15

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC20.0K sharesnew addition2026-03-312026-05-15

EA SERIES TRUST

1.86%

Shares1.8M

Event2026-03-31

Filed2026-05-15

MFSG

MFS ACTIVE EXCHANGE TRADED F

-1.30%

Shares1.9M

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

New

Shares442.9K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

New

Shares282.7K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

New

Shares460.3K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

3.60%

Shares1.1M

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS ETF TR

-16.44%

Shares284.4K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

565.28%

Shares52.4K

Event2026-03-31

Filed2026-05-15

JCPB

J P MORGAN EXCHANGE TRADED F

5.92%

Shares663.2K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GRP FIXED INCM ETF T

100.92%

Shares1.2M

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

New

Shares241.0K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

181.15%

Shares162.4K

Event2026-03-31

Filed2026-05-15

JPIE

J P MORGAN EXCHANGE TRADED F

60.21%

Shares577.2K

Event2026-03-31

Filed2026-05-15

WCMI

FIRST TR EXCHANGE-TRADED FD

1.02%

Shares1.6M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

230.34%

Shares102.3K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

14.57%

Shares114.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

2927.44%

Shares41.8K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

5.64%

Shares431.6K

Event2026-03-31

Filed2026-05-15

FTCB

FIRST TR EXCHANGE-TRADED FD

6.48%

Shares991.8K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares33.6K

Event2026-03-31

Filed2026-05-15

USTB

VICTORY PORTFOLIOS II

81.06%

Shares392.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

376.49%

Shares93.6K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

New

Shares264.7K

Event2026-03-31

Filed2026-05-15

JPIB

J P MORGAN EXCHANGE TRADED F

2.00%

Shares362.8K

Event2026-03-31

Filed2026-05-15

CIEN

CIENA CORP

-0.54%

Shares44.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

244.74%

Shares46.4K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

3.70%

Shares340.3K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

334.38%

Shares24.9K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

9.47%

Shares236.0K

Event2026-03-31

Filed2026-05-15

GSSC

GOLDMAN SACHS ETF TR

3.66%

Shares150.4K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

New

Shares57.0K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

3271.18%

Shares20.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

72.59%

Shares30.9K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

30.38%

Shares201.6K

Event2026-03-31

Filed2026-05-15

BSV

VANGUARD BD INDEX FDS

589.99%

Shares107.3K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

1160.94%

Shares27.7K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES TR

676.97%

Shares77.9K

Event2026-03-31

Filed2026-05-15

BCI

ABRDN ETFS

14.18%

Shares316.5K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

609.01%

Shares30.5K

Event2026-03-31

Filed2026-05-15

DIA

STATE STR SPDR DOW JONES IND

New

Shares15.9K

Event2026-03-31

Filed2026-05-15

BNDX

VANGUARD CHARLOTTE FDS

New

Shares143.8K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD INDEX FDS

New

Shares32.5K

Event2026-03-31

Filed2026-05-15

CGGE

CAPITAL GROUP GLOBAL EQUITY

68.54%

Shares218.5K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

592.96%

Shares99.9K

Event2026-03-31

Filed2026-05-15

FSEC

FIDELITY MERRIMACK STR TR

0.42%

Shares145.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INTL EQUITY INDEX F

New

Shares45.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

151.50%

Shares13.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

108.25%

Shares19.3K

Event2026-03-31

Filed2026-05-15

IIGD

INVESCO EXCH TRD SLF IDX FD

-1.14%

Shares230.3K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

339.70%

Shares17.8K

Event2026-03-31

Filed2026-05-15

BSCR

INVESCO EXCH TRD SLF IDX FD

4.76%

Shares275.1K

Event2026-03-31

Filed2026-05-15

JSMD

JANUS DETROIT STR TR

2.27%

Shares67.2K

Event2026-03-31

Filed2026-05-15

TROW

PRICE T ROWE GROUP INC

New

Shares58.8K

Event2026-03-31

Filed2026-05-15

IGIB

ISHARES TR

-24.72%

Shares97.3K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

553.32%

Shares30.3K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

New

Shares13.7K

Event2026-03-31

Filed2026-05-15

USHY

ISHARES TR

New

Shares135.7K

Event2026-03-31

Filed2026-05-15

BSCS

INVESCO EXCH TRD SLF IDX FD

4.25%

Shares239.5K

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP CORE EQUITY ET

315.33%

Shares120.9K

Event2026-03-31

Filed2026-05-15

IBDX

ISHARES TR

132.61%

Shares178.4K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

130.99%

Shares177.9K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

101.45%

Shares20.3K

Event2026-03-31

Filed2026-05-15

IWP

ISHARES TR

271.04%

Shares33.9K

Event2026-03-31

Filed2026-05-15

MYCF

SSGA ACTIVE TR

-10.34%

Shares172.4K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

587.13%

Shares20.0K

Event2026-03-31

Filed2026-05-15

MERCK & CO INC

628.79%

Shares35.3K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

4.74%

Shares43.0K

Event2026-03-31

Filed2026-05-15

TBLL

INVESCO EXCH TRADED FD TR II

98.17%

Shares37.9K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

New

Shares27.5K

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD INDEX FDS

New

Shares21.3K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

New

Shares17.6K

Event2026-03-31

Filed2026-05-15

BSCT

INVESCO EXCH TRD SLF IDX FD

1.52%

Shares202.7K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD INDEX FDS

New

Shares14.7K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

937.89%

Shares26.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

202.41%

Shares10.0K

Event2026-03-31

Filed2026-05-15

CGBL

CAPITAL GROUP CORE BALANCED

1419.04%

Shares107.8K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

632.82%

Shares11.3K

Event2026-03-31

Filed2026-05-15

PCY

INVESCO EXCH TRADED FD TR II

0.22%

Shares173.3K

Event2026-03-31

Filed2026-05-15

JMST

J P MORGAN EXCHANGE TRADED F

1.78%

Shares69.5K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

88.91%

Shares87.3K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

319.87%

Shares28.0K

Event2026-03-31

Filed2026-05-15

PULS

PGIM ETF TR

99.03%

Shares70.1K

Event2026-03-31

Filed2026-05-15