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The Analysis of EVOLUTION WEALTH MANAGEMENT INC.'s Holdings & P&L

Currently, EVOLUTION WEALTH MANAGEMENT INC. holds 852 types of securities in its portfolio with a total value $136.8M. In the most recent quarter, they have increased their positions in SPYM (+44.6K shares, valued at $3.4M), SPBW (+125.2K shares, valued at $3.4M), QQQM (+5.8K shares, valued at $1.4M); decreased their positions in PSFF (-107.3K shares, valued at $3.4M), SFLR (-18.2K shares, valued at $646.2K), UFEB (-15.7K shares, valued at $570.0K); initiated new positions in SPBW (+125.2K shares, valued at $3.4M), N/A (+17.7K shares, valued at $388.0K), DXYZ (+3.7K shares, valued at $100.2K).

1M P&L

+4.3M+3.40%

3M P&L

-99.2K-0.08%

HY P&L

+4.2M+3.29%

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/A114.7M

88.6%

2Semiconductors2.3M

1.8%

3Software - Infrastructure1.5M

1.1%

Top Industries by Stock Count

1N/A436 stocks

54.6%

2Utilities - Regulated Electric16 stocks

2.0%

3Software - Application16 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST107.3K shares71.11%2026-03-312026-04-27

SFLR INNOVATOR ETFS TRUST224.9K shares-7.51%2026-03-312026-04-27

PSFF PACER FDS TR241.8K shares-30.74%2026-03-312026-04-27

SPD SIMPLIFY EXCHANGE TRADED FUN130.8K shares13.92%2026-03-312026-04-27

SPYC SIMPLIFY EXCHANGE TRADED FUN102.7K shares37.00%2026-03-312026-04-27

OVB LISTED FDS TR177.9K shares48.35%2026-03-312026-04-27

SPBW AIM ETF PRODUCTS TRUST125.2K sharesnew addition2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II13.3K shares78.44%2026-03-312026-04-27

Sponsored

AGGH SIMPLIFY EXCHANGE TRADED FUN136.1K shares56.49%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II24.2K shares90.88%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS4.5K shares53.90%2026-03-312026-04-27

EFV ISHARES TR31.8K shares72.46%2026-03-312026-04-27

HEQT SIMPLIFY EXCHANGE TRADED FUN74.7K shares16.37%2026-03-312026-04-27

EFG ISHARES TR19.8K shares78.80%2026-03-312026-04-27

IVV ISHARES TR3.3K shares3.97%2026-03-312026-04-27

OVL LISTED FDS TR42.0K shares-2.57%2026-03-312026-04-27

Sponsored

NVDA NVIDIA CORPORATION10.9K shares-6.03%2026-03-312026-04-27

VTHR VANGUARD SCOTTSDALE FDS5.8K shares0.00%2026-03-312026-04-27

DBEF DBX ETF TR30.9K shares-16.48%2026-03-312026-04-27

SGOV ISHARES TR15.1K shares1.00%2026-03-312026-04-27

PSTP INNOVATOR ETFS TRUST43.4K shares2.58%2026-03-312026-04-27

SCHX SCHWAB STRATEGIC TR57.8K shares-26.66%2026-03-312026-04-27

AAPL APPLE INC5.8K shares43.90%2026-03-312026-04-27

HYS PIMCO ETF TR14.8K shares37.97%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP3.4K shares55.23%2026-03-312026-04-27

QUAL ISHARES TR6.2K shares-4.03%2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST19.0K shares-3.89%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.9K shares4.15%2026-03-312026-04-27

QFLR INNOVATOR ETFS TRUST31.3K shares-12.57%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.3K shares0.94%2026-03-312026-04-27

AVLV AMERICAN CENTY ETF TR12.1K shares145.80%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR30.9K shares45.46%2026-03-312026-04-27

Sponsored

XLG INVESCO EXCHANGE TRADED FD T16.4K shares-1.31%2026-03-312026-04-27

IFRA ISHARES TR15.6K shares111.42%2026-03-312026-04-27

IVW ISHARES TR7.6K shares-6.95%2026-03-312026-04-27

DMAY FIRST TR EXCHNG TRADED FD VI18.3K shares-0.03%2026-03-312026-04-27

AMZN AMAZON COM INC3.9K shares30.33%2026-03-312026-04-27

DOCT FIRST TR EXCHNG TRADED FD VI16.0K shares0.00%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.0K shares0.10%2026-03-312026-04-27

DDWM WISDOMTREE TR14.8K shares2.56%2026-03-312026-04-27

Sponsored

DTD WISDOMTREE TR7.2K shares8.48%2026-03-312026-04-27

OVT LISTED FDS TR27.1K shares68.48%2026-03-312026-04-27

XLSR SSGA ACTIVE TR10.1K shares0.13%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.0K shares75.46%2026-03-312026-04-27

VTI VANGUARD INDEX FDS1.7K shares21.48%2026-03-312026-04-27

GLD SPDR GOLD TR1.2K shares2.30%2026-03-312026-04-27

DJUL FIRST TR EXCHNG TRADED FD VI10.6K shares-6.06%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS10.7K shares0.19%2026-03-312026-04-27

Sponsored

DJAN FIRST TR EXCHNG TRADED FD VI11.5K shares0.03%2026-03-312026-04-27

ACII INNOVATOR ETFS TRUST19.4K shares23.49%2026-03-312026-04-27

IWB ISHARES TR1.4K shares33650.00%2026-03-312026-04-27

IWY ISHARES TR1.9K shares0.00%2026-03-312026-04-27

BROADCOM INC BROADCOM INC1.5K shares150.34%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS9.5K shares0.05%2026-03-312026-04-27

IUSB ISHARES TR9.4K shares-0.46%2026-03-312026-04-27

ZFEB INNOVATOR ETFS TRUST16.7K shares15.28%2026-03-312026-04-27

Sponsored

DHS WISDOMTREE TR3.8K shares6.12%2026-03-312026-04-27

RDVY FIRST TR EXCHANGE TRADED FD6.1K shares0.00%2026-03-312026-04-27

IYW ISHARES TR2.2K shares-8.05%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL816 shares22.89%2026-03-312026-04-27

ELEVATION SERIES TRUST ELEVATION SERIES TRUST17.7K sharesnew addition2026-03-312026-04-27

DJUN FIRST TR EXCHNG TRADED FD VI8.2K shares-28.98%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD3.5K shares0.41%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS6.0K shares0.32%2026-03-312026-04-27

Sponsored

TUA SIMPLIFY EXCHANGE TRADED FUN18.1K shares-4.59%2026-03-312026-04-27

IGSB ISHARES TR7.3K shares-7.49%2026-03-312026-04-27

IVE ISHARES TR1.8K shares-12.89%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR15.8K shares-0.67%2026-03-312026-04-27

EMXC ISHARES INC4.6K shares0.96%2026-03-312026-04-27

BAC BANK AMERICA CORP7.3K shares12.43%2026-03-312026-04-27

ZAUG INNOVATOR ETFS TRUST13.4K shares0.00%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.00%2026-03-312026-04-27

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI6.9K shares-0.03%2026-03-312026-04-27

AVUS AMERICAN CENTY ETF TR3.0K shares0.00%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares67.83%2026-03-312026-04-27

XMHQ INVESCO EXCHANGE TRADED FD T3.1K shares0.00%2026-03-312026-04-27

HMOP HARTFORD FDS EXCHANGE TRADED7.8K shares49.20%2026-03-312026-04-27

LLY ELI LILLY & CO323 shares15.77%2026-03-312026-04-27

AEE AMEREN CORP2.7K shares0.00%2026-03-312026-04-27

DSEP FIRST TR EXCHNG TRADED FD VI6.6K shares-0.09%2026-03-312026-04-27

Sponsored

XLE SELECT SECTOR SPDR TR4.7K shares24.89%2026-03-312026-04-27

DAUG FIRST TR EXCHNG TRADED FD VI6.5K shares-2.79%2026-03-312026-04-27

UAUG INNOVATOR ETFS TRUST7.2K shares0.00%2026-03-312026-04-27

BILZ PIMCO ETF TR2.8K shares-27.47%2026-03-312026-04-27

VTV VANGUARD INDEX FDS1.4K shares0.42%2026-03-312026-04-27

SPMD SPDR SERIES TRUST4.7K shares0.15%2026-03-312026-04-27

IQDG WISDOMTREE TR6.9K shares-5.94%2026-03-312026-04-27

JHMM JOHN HANCOCK EXCHANGE TRADED4.1K shares311.50%2026-03-312026-04-27

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN11.2K shares39.04%2026-03-312026-04-27

PAUG INNOVATOR ETFS TRUST6.2K shares0.00%2026-03-312026-04-27

IEFA ISHARES TR2.8K shares57.80%2026-03-312026-04-27

BSEP INNOVATOR ETFS TRUST5.3K shares0.00%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F4.9K shares-58.21%2026-03-312026-04-27

MBB ISHARES TR2.6K shares-0.72%2026-03-312026-04-27

ZJUL INNOVATOR ETFS TRUST8.4K shares0.00%2026-03-312026-04-27

ZMAY INNOVATOR ETFS TRUST9.5K shares-9.47%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC424 shares103.85%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO819 shares24.28%2026-03-312026-04-27

BIL SPDR SERIES TRUST2.6K shares15.28%2026-03-312026-04-27

DDEC FIRST TR EXCHNG TRADED FD VI5.2K shares0.00%2026-03-312026-04-27

TSLA TESLA INC573 shares10.40%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP304 shares29.36%2026-03-312026-04-27

BUFT FIRST TR EXCHNG TRADED FD VI8.3K shares-1.40%2026-03-312026-04-27

FTSM FIRST TR EXCHANGE-TRADED FD3.5K shares6.44%2026-03-312026-04-27

Sponsored

SMH VANECK ETF TRUST518 shares11.64%2026-03-312026-04-27

XOM EXXON MOBIL CORP1.1K shares84.55%2026-03-312026-04-27

ALPHABET INC ALPHABET INC661 shares37.71%2026-03-312026-04-27

IJH ISHARES TR2.8K shares0.00%2026-03-312026-04-27

DVY ISHARES TR1.2K shares0.73%2026-03-312026-04-27

MCD MCDONALDS CORP607 shares38.90%2026-03-312026-04-27

SPSM SPDR SERIES TRUST3.9K shares0.08%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN915 shares15150.00%2026-03-312026-04-27

Sponsored

MARM FIRST TR EXCHNG TRADED FD VI5.6K shares-1.33%2026-03-312026-04-27

PDEC INNOVATOR ETFS TRUST4.3K shares0.00%2026-03-312026-04-27

ZMAR INNOVATOR ETFS TRUST6.6K shares10.22%2026-03-312026-04-27

MGV VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-27

UCON FIRST TR EXCHNG TRADED FD VI7.1K shares25.34%2026-03-312026-04-27

LONZ PIMCO ETF TR3.5K shares80.13%2026-03-312026-04-27

HD HOME DEPOT INC526 shares55.16%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II3.3K shares-0.69%2026-03-312026-04-27

Sponsored

MINO PIMCO ETF TR3.8K shares18.78%2026-03-312026-04-27

FELC FIDELITY COVINGTON TRUST4.6K shares0.00%2026-03-312026-04-27

NJUL INNOVATOR ETFS TRUST2.3K shares0.00%2026-03-312026-04-27

IEF ISHARES TR1.7K shares-1.09%2026-03-312026-04-27

DON WISDOMTREE TR3.1K shares0.10%2026-03-312026-04-27

AGGY WISDOMTREE TR3.7K shares-2.95%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC480 shares6.19%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON655 shares17.59%2026-03-312026-04-27

Sponsored

IEMG ISHARES INC2.3K shares-0.87%2026-03-312026-04-27

DGS WISDOMTREE TR2.6K shares-3.30%2026-03-312026-04-27

DEM WISDOMTREE TR3.1K shares-3.29%2026-03-312026-04-27

ZDEK INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-04-27

TCHP T ROWE PRICE ETF INC3.5K shares0.00%2026-03-312026-04-27

DAPR FIRST TR EXCHNG TRADED FD VI3.8K shares-0.10%2026-03-312026-04-27

DDFL INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-04-27

DLS WISDOMTREE TR1.8K shares-3.66%2026-03-312026-04-27

Sponsored

LTPZ PIMCO ETF TR2.8K shares-1.39%2026-03-312026-04-27

ABT ABBOTT LABORATORIES1.4K shares15.85%2026-03-312026-04-27

BOCT INNOVATOR ETFS TRUST3.0K shares0.00%2026-03-312026-04-27

ABBV ABBVIE INC661 shares8.01%2026-03-312026-04-27

IWF ISHARES TR337 shares0.00%2026-03-312026-04-27

VB VANGUARD INDEX FDS543 shares22.85%2026-03-312026-04-27

CLM CORNERSTONE STRATEGIC INVEST19.4K shares0.00%2026-03-312026-04-27

GDEC FIRST TR EXCHNG TRADED FD VI3.8K shares0.00%2026-03-312026-04-27

Sponsored

BLACKROCK INC BLACKROCK INC144 shares500.00%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS935 shares10.91%2026-03-312026-04-27

SPYI NEOS ETF TRUST2.8K shares72.11%2026-03-312026-04-27

SLV ISHARES SILVER TR2.0K shares31.65%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC367 shares188.98%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC155 shares-2.52%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC896 shares14.58%2026-03-312026-04-27

DES WISDOMTREE TR3.5K shares4.84%2026-03-312026-04-27

Sponsored

AUGM FIRST TR EXCHNG TRADED FD VI3.7K shares0.00%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F2.3K shares8.04%2026-03-312026-04-27

PAVE GLOBAL X FDS2.4K shares0.00%2026-03-312026-04-27

LCTU BLACKROCK ETF TRUST1.7K shares2.02%2026-03-312026-04-27

AOM ISHARES TR2.5K shares2018.49%2026-03-312026-04-27

MTGP WISDOMTREE TR2.7K shares-8.39%2026-03-312026-04-27

GWX SPDR INDEX SHS FDS2.7K shares0.07%2026-03-312026-04-27

OCTM FIRST TR EXCHNG TRADED FD VI3.5K shares-0.08%2026-03-312026-04-27

Sponsored

AVDE AMERICAN CENTY ETF TR1.3K shares0.00%2026-03-312026-04-27

QYLD GLOBAL X FDS6.6K shares0.00%2026-03-312026-04-27

JUNM FIRST TR EXCHNG TRADED FD VI3.3K shares0.00%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T582 shares697.26%2026-03-312026-04-27

VONG VANGUARD SCOTTSDALE FDS976 shares11.04%2026-03-312026-04-27

FIIG FIRST TR EXCHANGE-TRADED FD5.1K shares15.86%2026-03-312026-04-27

DGRW WISDOMTREE TR1.2K shares42.94%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS1.4K shares0.00%2026-03-312026-04-27

Sponsored

GNOV FIRST TR EXCHNG TRADED FD VI2.6K shares0.00%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS1.2K shares0.00%2026-03-312026-04-27

RLI RLI CORP1.8K shares0.00%2026-03-312026-04-27

DXYZ DESTINY TECH100 INC3.7K sharesnew addition2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP163 shares13.19%2026-03-312026-04-27

VGT VANGUARD WORLD FD141 shares1181.82%2026-03-312026-04-27

SPYV SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-27

ELEVATION SERIES TRUST ELEVATION SERIES TRUST4.8K sharesnew addition2026-03-312026-04-27

Sponsored

VV VANGUARD INDEX FDS325 shares0.00%2026-03-312026-04-27

AGG ISHARES TR977 shares13.87%2026-03-312026-04-27

MUNI PIMCO ETF TR1.9K shares4.69%2026-03-312026-04-27

JANW AIM ETF PRODUCTS TRUST2.6K sharesnew addition2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC1.9K shares1.97%2026-03-312026-04-27

CVX CHEVRON CORPORATION450 shares36.36%2026-03-312026-04-27

GFEB FIRST TR EXCHNG TRADED FD VI2.3K shares0.00%2026-03-312026-04-27

DFEB FIRST TR EXCHNG TRADED FD VI1.9K shares-44.29%2026-03-312026-04-27

Sponsored

SPYG SPDR SERIES TRUST933 shares0.00%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC548 shares4881.82%2026-03-312026-04-27

GOVT ISHARES TR3.9K shares-0.73%2026-03-312026-04-27

DECM FIRST TR EXCHNG TRADED FD VI2.7K shares0.00%2026-03-312026-04-27

UFEB INNOVATOR ETFS TRUST2.4K shares-86.74%2026-03-312026-04-27

HOOD ROBINHOOD MKTS INC1.2K shares-1.28%2026-03-312026-04-27

SBUX STARBUCKS CORP945 shares-64.49%2026-03-312026-04-27

CHAT TIDAL TRUST II1.4K shares0.00%2026-03-312026-04-27

Sponsored

MA MASTERCARD INCORPORATED169 shares212.96%2026-03-312026-04-27

JAJL INNOVATOR ETFS TRUST2.9K shares0.00%2026-03-312026-04-27

NEE NEXTERA ENERGY INC888 shares692.86%2026-03-312026-04-27

FDEC FIRST TR EXCHNG TRADED FD VI1.6K shares-6.08%2026-03-312026-04-27

DSI ISHARES TR657 shares0.92%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF2.1K shares1.82%2026-03-312026-04-27

CIBR FIRST TR EXCHANGE-TRADED FD1.3K shares-2.78%2026-03-312026-04-27

CINF CINCINNATI FINL CORP500 shares0.00%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS324 shares0.00%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW593 shares172.02%2026-03-312026-04-27

EW EDWARDS LIFESCIENCES CORP960 shares0.00%2026-03-312026-04-27

V VISA INC254 shares257.75%2026-03-312026-04-27

GLDM WORLD GOLD TR827 shares-0.36%2026-03-312026-04-27

QHY WISDOMTREE TR1.7K shares-11.17%2026-03-312026-04-27

ESGD ISHARES TR799 sharesnew addition2026-03-312026-04-27

VOE VANGUARD INDEX FDS404 shares0.00%2026-03-312026-04-27

Sponsored

XME SPDR SERIES TRUST679 shares129.39%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC837 shares654.05%2026-03-312026-04-27

TDIV FIRST TR EXCHANGE TRADED FD773 shares1.84%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR2.5K shares24.65%2026-03-312026-04-27

QBER ELEVATION SERIES TRUST3.0K shares-71.14%2026-03-312026-04-27

TMUS T-MOBILE US INC341 shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC352 shares11.04%2026-03-312026-04-27

LOW LOWES COS INC302 shares174.55%2026-03-312026-04-27

Sponsored

AOK ISHARES TR1.8K shares0.00%2026-03-312026-04-27

ICVT ISHARES TR696 shares-1.00%2026-03-312026-04-27

CERY SPDR SERIES TRUST2.0K shares-0.20%2026-03-312026-04-27

NBIS NEBIUS GROUP N.V.667 shares-39.36%2026-03-312026-04-27

EAGG ISHARES TR1.4K shares0.00%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS874 shares13.80%2026-03-312026-04-27

SOFI SOFI TECHNOLOGIES INC4.2K shares0.00%2026-03-312026-04-27

TLT ISHARES TR775 shares-1.40%2026-03-312026-04-27

Sponsored

PEP PEPSICO INC432 shares86.21%2026-03-312026-04-27

FRI FIRST TR EXCHANGE-TRADED FD2.3K shares4.78%2026-03-312026-04-27

CMI CUMMINS INC124 sharesnew addition2026-03-312026-04-27

ZSEP INNOVATOR ETFS TRUST2.4K shares0.00%2026-03-312026-04-27

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP183 shares553.57%2026-03-312026-04-27

ENB ENBRIDGE INC1.1K shares352.80%2026-03-312026-04-27

XLU SELECT SECTOR SPDR TR1.3K shares59.09%2026-03-312026-04-27

SUSC ISHARES TR2.6K shares0.00%2026-03-312026-04-27

Sponsored

BA BOEING CO306 shares5.88%2026-03-312026-04-27

ONEZ ELEVATION SERIES TRUST2.4K shares0.00%2026-03-312026-04-27

RAA ETF OPPORTUNITIES TRUST2.2K shares0.00%2026-03-312026-04-27

BAUG INNOVATOR ETFS TRUST1.2K shares0.00%2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD1.5K shares0.00%2026-03-312026-04-27

PG PROCTER & GAMBLE CO415 shares125.54%2026-03-312026-04-27

T AT&T INC2.1K shares250.59%2026-03-312026-04-27

MO ALTRIA GROUP INC899 shares1.47%2026-03-312026-04-27

Sponsored

XMLV INVESCO EXCH TRADED FD TR II940 shares0.00%2026-03-312026-04-27

SPG SIMON PPTY GROUP INC NEW317 shares0.00%2026-03-312026-04-27

QTUM ETF SER SOLUTIONS551 shares0.00%2026-03-312026-04-27

PSX PHILLIPS 66324 shares44.00%2026-03-312026-04-27

SDY SPDR SERIES TRUST404 shares0.00%2026-03-312026-04-27

NOW SERVICENOW INC560 shares211.11%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP207 shares10.11%2026-03-312026-04-27

ESGE ISHARES INC1.3K shares187.73%2026-03-312026-04-27

Sponsored

BOND PIMCO ETF TR616 shares0.00%2026-03-312026-04-27

KO COCA COLA CO744 shares90.77%2026-03-312026-04-27

AIQ GLOBAL X FDS1.2K shares0.00%2026-03-312026-04-27

USXF ISHARES TR1.0K shares3.96%2026-03-312026-04-27

SHLD GLOBAL X FDS793 shares57.03%2026-03-312026-04-27

GAPR FIRST TR EXCHNG TRADED FD VI1.4K shares0.00%2026-03-312026-04-27

RFDA ALPS ETF TR891 shares1.14%2026-03-312026-04-27

BSX BOSTON SCIENTIFIC CORP883 shares120.75%2026-03-312026-04-27

Sponsored

COST COSTCO WHOLESALE CORPORATION55 shares7.84%2026-03-312026-04-27

USHY ISHARES TR1.4K shares1797.37%2026-03-312026-04-27

FLRG FIDELITY COVINGTON TRUST1.4K shares0.00%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS1.1K shares6.21%2026-03-312026-04-27

TXN TEXAS INSTRS INC270 shares770.97%2026-03-312026-04-27

AVSC AMERICAN CENTY ETF TR839 shares0.00%2026-03-312026-04-27

SHYG ISHARES TR1.2K sharesnew addition2026-03-312026-04-27

FOCT FIRST TR EXCHNG TRADED FD VI1.1K shares0.00%2026-03-312026-04-27

Sponsored

ZJUN INNOVATOR ETFS TRUST1.9K shares0.00%2026-03-312026-04-27

GLW CORNING INC381 shares0.00%2026-03-312026-04-27

XBI SPDR SERIES TRUST401 sharesnew addition2026-03-312026-04-27

DDFS INNOVATOR ETFS TRUST2.4K shares0.00%2026-03-312026-04-27

JFLX J P MORGAN EXCHANGE TRADED F1.0K sharesnew addition2026-03-312026-04-27

UJUL INNOVATOR ETFS TRUST1.3K shares0.00%2026-03-312026-04-27

USEP INNOVATOR ETFS TRUST1.3K shares0.00%2026-03-312026-04-27

JMTG J P MORGAN EXCHANGE TRADED F992 shares0.00%2026-03-312026-04-27

Sponsored

WELL WELLTOWER INC254 sharesnew addition2026-03-312026-04-27

ASML ASML HLDG NV38 shares22.58%2026-03-312026-04-27

FLRN SPDR SERIES TRUST1.6K sharesnew addition2026-03-312026-04-27

UNOV INNOVATOR ETFS TRUST1.3K shares0.00%2026-03-312026-04-27

GEV GE VERNOVA INC57 shares9.62%2026-03-312026-04-27

CAT CATERPILLAR INC70 shares268.42%2026-03-312026-04-27

VRIG INVESCO ACTIVELY MANAGED EXC2.0K sharesnew addition2026-03-312026-04-27

ELD WISDOMTREE TR1.8K shares0.00%2026-03-312026-04-27

Sponsored

TMO THERMO FISHER SCIENTIFIC INC99 shares175.00%2026-03-312026-04-27

VHT VANGUARD WORLD FD177 shares5.36%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR597 shares-15.08%2026-03-312026-04-27

DXJ WISDOMTREE TR301 shares95.45%2026-03-312026-04-27

OVLH LISTED FDS TR1.2K shares2.30%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS611 shares2.52%2026-03-312026-04-27

UFO PROCURE ETF TRUST II1.0K sharesnew addition2026-03-312026-04-27

CMCSA COMCAST CORP NEW1.6K shares500.75%2026-03-312026-04-27

Sponsored

FMB FIRST TR EXCH TRADED FD III909 shares-44.27%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP250 shares133.64%2026-03-312026-04-27

FV FIRST TR EXCHANGE TRADED FD750 shares0.00%2026-03-312026-04-27

CSCO CISCO SYS INC575 shares463.73%2026-03-312026-04-27

MOO VANECK ETF TRUST527 sharesnew addition2026-03-312026-04-27

NFLX NETFLIX INC.459 shares48.06%2026-03-312026-04-27

EEM ISHARES TR768 sharesnew addition2026-03-312026-04-27

HACK AMPLIFY ETF TR580 shares51.83%2026-03-312026-04-27

Sponsored

GE AEROSPACE GE AEROSPACE152 shares0.00%2026-03-312026-04-27

DTCR GLOBAL X FDS1.8K sharesnew addition2026-03-312026-04-27

FNOV FIRST TR EXCHNG TRADED FD VI785 shares0.00%2026-03-312026-04-27

PFEB INNOVATOR ETFS TRUST1.0K shares-16.48%2026-03-312026-04-27

VO VANGUARD INDEX FDS144 shares0.00%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR836 shares-19.31%2026-03-312026-04-27

AVUV AMERICAN CENTY ETF TR371 shares0.00%2026-03-312026-04-27

ESGU ISHARES TR287 shares1.77%2026-03-312026-04-27

Sponsored

MDLZ MONDELEZ INTL INC702 shares2708.00%2026-03-312026-04-27

VLO VALERO ENERGY CORP163 shares0.00%2026-03-312026-04-27

F FORD MTR CO3.4K shares0.20%2026-03-312026-04-27

KR KROGER CO546 shares6.23%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC328 shares8.25%2026-03-312026-04-27

DE DEERE & CO70 shares6900.00%2026-03-312026-04-27

WMT WALMART INC316 shares44.29%2026-03-312026-04-27

ORC ORCHID IS CAP INC5.6K shares0.00%2026-03-312026-04-27

Sponsored

CRWV COREWEAVE INC500 shares-83.33%2026-03-312026-04-27

RFDI FIRST TR EXCH TRADED FD III471 shares1.51%2026-03-312026-04-27

UAPR INNOVATOR ETFS TRUST1.1K shares-1.03%2026-03-312026-04-27

VXUS VANGUARD STAR FDS495 shares5.32%2026-03-312026-04-27

SYK STRYKER CORPORATION116 shares16.00%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR432 shares40.26%2026-03-312026-04-27

IUSG ISHARES TR243 shares0.00%2026-03-312026-04-27

EMB ISHARES TR398 shares-2.21%2026-03-312026-04-27

Sponsored

VOOG VANGUARD ADMIRAL FDS INC90 sharesnew addition2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC318 shares0.00%2026-03-312026-04-27

XHB SPDR SERIES TRUST370 sharesnew addition2026-03-312026-04-27

IWM ISHARES TR145 shares3525.00%2026-03-312026-04-27

BR BROADRIDGE FINL SOLUTIONS IN220 sharesnew addition2026-03-312026-04-27

POWL POWELL INDS INC66 shares-22.35%2026-03-312026-04-27

VNLA JANUS DETROIT STR TR727 shares0.00%2026-03-312026-04-27

TFC TRUIST FINL CORP765 shares2218.18%2026-03-312026-04-27

Sponsored

XLK SELECT SECTOR SPDR TR264 shares0.00%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC129 shares98.46%2026-03-312026-04-27

VMBS VANGUARD SCOTTSDALE FDS740 shares0.00%2026-03-312026-04-27

HON HONEYWELL INTL INC153 shares7550.00%2026-03-312026-04-27

AMP AMERIPRISE FINL INC77 sharesnew addition2026-03-312026-04-27

CTAS CINTAS CORP200 shares0.00%2026-03-312026-04-27

VT VANGUARD INTL EQUITY INDEX F242 shares-30.66%2026-03-312026-04-27

GDX VANECK ETF TRUST362 sharesnew addition2026-03-312026-04-27

Sponsored

EUSB ISHARES TR763 shares0.00%2026-03-312026-04-27

FAUG FIRST TR EXCHNG TRADED FD VI637 shares-18.44%2026-03-312026-04-27

FSMB FIRST TR EXCH TRADED FD III1.6K shares0.00%2026-03-312026-04-27

SSO PROSHARES TR630 shares0.00%2026-03-312026-04-27

BOTZ GLOBAL X FDS980 shares0.00%2026-03-312026-04-27

NTSX WISDOMTREE TR623 shares0.00%2026-03-312026-04-27

MET METLIFE INC454 shares-1.73%2026-03-312026-04-27

NTR NUTRIEN LTD425 sharesnew addition2026-03-312026-04-27

Sponsored

AXP AMERICAN EXPRESS CO106 shares58.21%2026-03-312026-04-27

SYY SYSCO CORP447 shares257.60%2026-03-312026-04-27

PHYL PGIM ETF TR920 shares-0.97%2026-03-312026-04-27

LINDE PLC LINDE PLC64 shares33.33%2026-03-312026-04-27

TFLO ISHARES TR626 shares0.00%2026-03-312026-04-27

DMXF ISHARES TR419 shares0.00%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC93 shares257.69%2026-03-312026-04-27

IJR ISHARES TR249 shares-28.65%2026-03-312026-04-27

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD298 shares0.00%2026-03-312026-04-27

O REALTY INCOME CORP500 shares0.00%2026-03-312026-04-27

DIS DISNEY WALT CO317 shares82.18%2026-03-312026-04-27

FITB FIFTH THIRD BANCORP657 shares0.77%2026-03-312026-04-27

SPDR SERIES TRUST SPDR SERIES TRUST318 shares-7.02%2026-03-312026-04-27

ADI ANALOG DEVICES INC95 sharesnew addition2026-03-312026-04-27

PFFD GLOBAL X FDS1.6K shares-17.31%2026-03-312026-04-27

APLD APPLIED DIGITAL CORP1.3K shares-25.76%2026-03-312026-04-27

Sponsored

PPA INVESCO EXCHANGE TRADED FD T180 shares0.00%2026-03-312026-04-27

MINT PIMCO ETF TR296 shares0.00%2026-03-312026-04-27

CTA SIMPLIFY EXCHANGE TRADED FUN979 shares0.00%2026-03-312026-04-27

ALL ALLSTATE CORP142 shares7000.00%2026-03-312026-04-27

ODFL OLD DOMINION FREIGHT LINE IN150 sharesnew addition2026-03-312026-04-27

DHR DANAHER CORP DEL154 shares208.00%2026-03-312026-04-27

IUSV ISHARES TR281 shares0.00%2026-03-312026-04-27

KJUL INNOVATOR ETFS TRUST878 shares0.00%2026-03-312026-04-27

Sponsored

PFE PFIZER INC994 shares132.24%2026-03-312026-04-27

IFEB INNOVATOR ETFS TRUST935 shares0.00%2026-03-312026-04-27

XEL XCEL ENERGY INC349 shares365.33%2026-03-312026-04-27

FMHI FIRST TR EXCH TRADED FD III582 shares0.00%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP100 shares0.00%2026-03-312026-04-27

RFG INVESCO EXCHANGE TRADED FD T500 sharesnew addition2026-03-312026-04-27

SHOP SHOPIFY INC231 shares203.95%2026-03-312026-04-27

VICI VICI PPTYS INC1.0K shares0.00%2026-03-312026-04-27

Sponsored

WTRG ESSENTIAL UTILS INC669 sharesnew addition2026-03-312026-04-27

BUFG FIRST TR EXCHNG TRADED FD VI989 shares0.00%2026-03-312026-04-27

TIP ISHARES TR239 shares0.00%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC201 shares0.00%2026-03-312026-04-27

SETM SPROTT FDS TR780 sharesnew addition2026-03-312026-04-27

APD AIR PRODUCTS AND CHEMICALS I87 sharesnew addition2026-03-312026-04-27

MPC MARATHON PETE CORP103 shares0.00%2026-03-312026-04-27

SOXX ISHARES TR76 shares4.11%2026-03-312026-04-27

Sponsored

FLOT ISHARES TR491 sharesnew addition2026-03-312026-04-27

FN FABRINET540 shares1250.00%2026-03-312026-04-27

ICOP ISHARES TR516 sharesnew addition2026-03-312026-04-27

EXC EXELON CORP500 shares0.00%2026-03-312026-04-27

SHEL SHELL PLC263 sharesnew addition2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC199 shares696.00%2026-03-312026-04-27

PRFD PIMCO ETF TR481 shares-56.59%2026-03-312026-04-27

VNQ VANGUARD INDEX FDS271 sharesnew addition2026-03-312026-04-27

Sponsored

PAPR INNOVATOR ETFS TRUST600 shares-73.15%2026-03-312026-04-27

ETHA ISHARES ETHEREUM TR1.5K shares0.00%2026-03-312026-04-27

DFUS DIMENSIONAL ETF TRUST336 shares0.00%2026-03-312026-04-27

MS MORGAN STANLEY143 shares4666.67%2026-03-312026-04-27

MLM MARTIN MARIETTA MATLS INC40 shares29.03%2026-03-312026-04-27

VRTX VERTEX PHARMACEUTICALS INC52 shares300.00%2026-03-312026-04-27

ATAIBECKLEY INC ATAIBECKLEY INC6.5K sharesnew addition2026-03-312026-04-27

PULS PGIM ETF TR461 shares0.00%2026-03-312026-04-27

Sponsored

GMAY FIRST TR EXCHNG TRADED FD VI552 shares0.00%2026-03-312026-04-27

IQV IQVIA HLDGS INC132 sharesnew addition2026-03-312026-04-27

AVDV AMERICAN CENTY ETF TR224 shares0.00%2026-03-312026-04-27

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC225 shares0.00%2026-03-312026-04-27

NUE NUCOR CORP131 shares4.80%2026-03-312026-04-27

UMAY INNOVATOR ETFS TRUST600 shares0.00%2026-03-312026-04-27

OHI OMEGA HEALTHCARE INVS INC500 shares0.00%2026-03-312026-04-27

LOUP INNOVATOR ETFS TRUST315 shares0.00%2026-03-312026-04-27

Sponsored

ONEQ FIDELITY COMWLTH TR254 shares0.00%2026-03-312026-04-27

USAU U S GOLD CORP1.4K shares0.00%2026-03-312026-04-27

OMC OMNICOM GROUP INC280 sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC131 shares25.96%2026-03-312026-04-27

LCTD BLACKROCK ETF TRUST379 shares0.00%2026-03-312026-04-27

CMG CHIPOTLE MEXICAN GRILL INC650 shares8.33%2026-03-312026-04-27

SIL GLOBAL X FDS227 sharesnew addition2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP572 shares0.00%2026-03-312026-04-27

Sponsored

XLI SELECT SECTOR SPDR TR125 shares0.00%2026-03-312026-04-27

COPX GLOBAL X FDS264 shares0.00%2026-03-312026-04-27

UNP UNION PAC CORP83 sharesnew addition2026-03-312026-04-27

DAL DELTA AIR LINES INC297 shares0.00%2026-03-312026-04-27

RTX RTX CORPORATION101 sharesnew addition2026-03-312026-04-27

DX DYNEX CAP INC1.5K shares0.00%2026-03-312026-04-27

SHW SHERWIN WILLIAMS CO60 shares93.55%2026-03-312026-04-27

RFFC ALPS ETF TR289 shares4.71%2026-03-312026-04-27

Sponsored

TRP TC ENERGY CORP306 shares456.36%2026-03-312026-04-27

FCTE ETF OPPORTUNITIES TRUST776 shares0.00%2026-03-312026-04-27

STERLING CAP FDS STERLING CAP FDS750 sharesnew addition2026-03-312026-04-27

XSOE WISDOMTREE TR469 shares-0.21%2026-03-312026-04-27

SCHA SCHWAB STRATEGIC TR642 sharesnew addition2026-03-312026-04-27

CIEN CIENA CORP48 sharesnew addition2026-03-312026-04-27

LTC LTC PPTYS INC500 shares0.00%2026-03-312026-04-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC166 shares-47.30%2026-03-312026-04-27

Sponsored

LITE LUMENTUM HLDGS INC312 sharesnew addition2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC187 shares14.02%2026-03-312026-04-27

D DOMINION ENERGY INC287 shares187.00%2026-03-312026-04-27

CCL CARNIVAL CORP683 shares13.83%2026-03-312026-04-27

UNM UNUM GROUP241 shares0.00%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC152 shares7.80%2026-03-312026-04-27

EBAY EBAY INC.189 shares0.00%2026-03-312026-04-27

BLV VANGUARD BD INDEX FDS250 shares0.00%2026-03-312026-04-27

Sponsored

THE CIGNA GROUP THE CIGNA GROUP64 shares1180.00%2026-03-312026-04-27

INTC INTEL CORP380 shares0.00%2026-03-312026-04-27

DVN DEVON ENERGY CORP NEW331 shares0.00%2026-03-312026-04-27

GBTC GRAYSCALE BITCOIN TRUST ETF314 sharesnew addition2026-03-312026-04-27

MSI MOTOROLA SOLUTIONS INC38 shares0.00%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC100 shares0.00%2026-03-312026-04-27

WTV WISDOMTREE TR173 shares0.00%2026-03-312026-04-27

PDBC INVESCO ACTVELY MNGD ETC FD935 shares0.00%2026-03-312026-04-27

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F285 shares0.00%2026-03-312026-04-27

ORCL ORACLE CORP109 shares70.31%2026-03-312026-04-27

WTMF WISDOMTREE TR404 shares-0.25%2026-03-312026-04-27

PPI INVESTMENT MANAGERS SER TR I770 shares-0.13%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC40 shares17.65%2026-03-312026-04-27

SAR SARATOGA INVT CORP701 shares0.00%2026-03-312026-04-27

IX ORIX CORP500 shares0.00%2026-03-312026-04-27

RSG REPUBLIC SVCS INC68 shares0.00%2026-03-312026-04-27

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI440 shares0.00%2026-03-312026-04-27

AR ANTERO RESOURCES CORP350 shares0.00%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND32 shares0.00%2026-03-312026-04-27

TRIN TRINITY CAP INC1.0K shares0.00%2026-03-312026-04-27

ECL ECOLAB INC55 sharesnew addition2026-03-312026-04-27

IYF ISHARES TR124 shares0.00%2026-03-312026-04-27

GLP GLOBAL PARTNERS LP345 shares0.00%2026-03-312026-04-27

SNOW SNOWFLAKE INC96 shares123.26%2026-03-312026-04-27

Sponsored

PYPL PAYPAL HLDGS INC320 sharesnew addition2026-03-312026-04-27

IWR ISHARES TR148 shares0.00%2026-03-312026-04-27

VSS VANGUARD INTL EQUITY INDEX F98 shares512.50%2026-03-312026-04-27

JSI JANUS DETROIT STR TR277 shares0.00%2026-03-312026-04-27

LISTED FDS TR LISTED FDS TR484 shares0.00%2026-03-312026-04-27

GCC WISDOMTREE TR587 shares-0.17%2026-03-312026-04-27

PRU PRUDENTIAL FINL INC143 shares6.72%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR456 shares0.00%2026-03-312026-04-27

Sponsored

IXUS ISHARES TR160 shares0.00%2026-03-312026-04-27

COIN COINBASE GLOBAL INC78 shares56.00%2026-03-312026-04-27

EZM WISDOMTREE TR200 shares0.00%2026-03-312026-04-27

HBT HBT FINL INC.500 shares0.00%2026-03-312026-04-27

MLPX GLOBAL X FDS180 shares0.00%2026-03-312026-04-27

MGK VANGUARD WORLD FD36 shares0.00%2026-03-312026-04-27

PNOV INNOVATOR ETFS TRUST323 shares0.00%2026-03-312026-04-27

RFEM FIRST TR EXCH TRADED FD III159 shares0.00%2026-03-312026-04-27

Sponsored

DFAC DIMENSIONAL ETF TRUST334 shares0.00%2026-03-312026-04-27

CSX CSX CORP309 shares106.00%2026-03-312026-04-27

DMAR FIRST TR EXCHNG TRADED FD VI293 shares-86.66%2026-03-312026-04-27

AVRE AMERICAN CENTY ETF TR278 shares0.00%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP130 shares120.34%2026-03-312026-04-27

ITOT ISHARES TR85 shares0.00%2026-03-312026-04-27

RLJ-PA RLJ LODGING TR500 shares0.00%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR238 shares0.00%2026-03-312026-04-27

Sponsored

AMGN AMGEN INC34 shares17.24%2026-03-312026-04-27

APP APPLOVIN CORP30 shares114.29%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L314 shares0.00%2026-03-312026-04-27

VTWO VANGUARD SCOTTSDALE FDS118 shares0.00%2026-03-312026-04-27

BKR BAKER HUGHES COMPANY190 shares77.57%2026-03-312026-04-27

OMF ONEMAIN HLDGS INC212 shares0.00%2026-03-312026-04-27

WFC WELLS FARGO & CO142 shares787.50%2026-03-312026-04-27

XAR SPDR SERIES TRUST44 shares0.00%2026-03-312026-04-27

Sponsored

FAPR FIRST TR EXCHNG TRADED FD VI250 shares0.00%2026-03-312026-04-27

BNS BANK NOVA SCOTIA B C160 shares0.00%2026-03-312026-04-27

WM WASTE MGMT INC DEL48 shares26.32%2026-03-312026-04-27

ED CONSOLIDATED EDISON INC97 shares18.29%2026-03-312026-04-27

SPYM

SPDR SERIES TRUST

71.11%

Shares107.3K

Event2026-03-31

Filed2026-04-27

SFLR

INNOVATOR ETFS TRUST

-7.51%

Shares224.9K

Event2026-03-31

Filed2026-04-27

PSFF

PACER FDS TR

-30.74%

Shares241.8K

Event2026-03-31

Filed2026-04-27

SPD

SIMPLIFY EXCHANGE TRADED FUN

13.92%

Shares130.8K

Event2026-03-31

Filed2026-04-27

SPYC

SIMPLIFY EXCHANGE TRADED FUN

37.00%

Shares102.7K

Event2026-03-31

Filed2026-04-27

OVB

LISTED FDS TR

48.35%

Shares177.9K

Event2026-03-31

Filed2026-04-27

SPBW

AIM ETF PRODUCTS TRUST

New

Shares125.2K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

78.44%

Shares13.3K

Event2026-03-31

Filed2026-04-27

AGGH

SIMPLIFY EXCHANGE TRADED FUN

56.49%

Shares136.1K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

90.88%

Shares24.2K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

53.90%

Shares4.5K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

72.46%

Shares31.8K

Event2026-03-31

Filed2026-04-27

HEQT

SIMPLIFY EXCHANGE TRADED FUN

16.37%

Shares74.7K

Event2026-03-31

Filed2026-04-27

EFG

ISHARES TR

78.80%

Shares19.8K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

3.97%

Shares3.3K

Event2026-03-31

Filed2026-04-27

OVL

LISTED FDS TR

-2.57%

Shares42.0K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-6.03%

Shares10.9K

Event2026-03-31

Filed2026-04-27

VTHR

VANGUARD SCOTTSDALE FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-27

DBEF

DBX ETF TR

-16.48%

Shares30.9K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

1.00%

Shares15.1K

Event2026-03-31

Filed2026-04-27

PSTP

INNOVATOR ETFS TRUST

2.58%

Shares43.4K

Event2026-03-31

Filed2026-04-27

SCHX

SCHWAB STRATEGIC TR

-26.66%

Shares57.8K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

43.90%

Shares5.8K

Event2026-03-31

Filed2026-04-27

HYS

PIMCO ETF TR

37.97%

Shares14.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

55.23%

Shares3.4K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-4.03%

Shares6.2K

Event2026-03-31

Filed2026-04-27

DYNF

BLACKROCK ETF TRUST

-3.89%

Shares19.0K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

4.15%

Shares1.9K

Event2026-03-31

Filed2026-04-27

QFLR

INNOVATOR ETFS TRUST

-12.57%

Shares31.3K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

0.94%

Shares2.3K

Event2026-03-31

Filed2026-04-27

AVLV

AMERICAN CENTY ETF TR

145.80%

Shares12.1K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

45.46%

Shares30.9K

Event2026-03-31

Filed2026-04-27

XLG

INVESCO EXCHANGE TRADED FD T

-1.31%

Shares16.4K

Event2026-03-31

Filed2026-04-27

IFRA

ISHARES TR

111.42%

Shares15.6K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-6.95%

Shares7.6K

Event2026-03-31

Filed2026-04-27

DMAY

FIRST TR EXCHNG TRADED FD VI

-0.03%

Shares18.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

30.33%

Shares3.9K

Event2026-03-31

Filed2026-04-27

DOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares16.0K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-27

DDWM

WISDOMTREE TR

2.56%

Shares14.8K

Event2026-03-31

Filed2026-04-27

DTD

WISDOMTREE TR

8.48%

Shares7.2K

Event2026-03-31

Filed2026-04-27

OVT

LISTED FDS TR

68.48%

Shares27.1K

Event2026-03-31

Filed2026-04-27

XLSR

SSGA ACTIVE TR

0.13%

Shares10.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

75.46%

Shares2.0K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

21.48%

Shares1.7K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

2.30%

Shares1.2K

Event2026-03-31

Filed2026-04-27

DJUL

FIRST TR EXCHNG TRADED FD VI

-6.06%

Shares10.6K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

0.19%

Shares10.7K

Event2026-03-31

Filed2026-04-27

DJAN

FIRST TR EXCHNG TRADED FD VI

0.03%

Shares11.5K

Event2026-03-31

Filed2026-04-27

ACII

INNOVATOR ETFS TRUST

23.49%

Shares19.4K

Event2026-03-31

Filed2026-04-27

IWB

ISHARES TR

33650.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

IWY

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

150.34%

Shares1.5K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

0.05%

Shares9.5K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

-0.46%

Shares9.4K

Event2026-03-31

Filed2026-04-27

ZFEB

INNOVATOR ETFS TRUST

15.28%

Shares16.7K

Event2026-03-31

Filed2026-04-27

DHS

WISDOMTREE TR

6.12%

Shares3.8K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

-8.05%

Shares2.2K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

22.89%

Shares816

Event2026-03-31

Filed2026-04-27

ELEVATION SERIES TRUST

New

Shares17.7K

Event2026-03-31

Filed2026-04-27

DJUN

FIRST TR EXCHNG TRADED FD VI

-28.98%

Shares8.2K

Event2026-03-31

Filed2026-04-27

AIRR

FIRST TR EXCHANGE TRADED FD

0.41%

Shares3.5K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

0.32%

Shares6.0K

Event2026-03-31

Filed2026-04-27

TUA

SIMPLIFY EXCHANGE TRADED FUN

-4.59%

Shares18.1K

Event2026-03-31

Filed2026-04-27

IGSB

ISHARES TR

-7.49%

Shares7.3K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

-12.89%

Shares1.8K

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

-0.67%

Shares15.8K

Event2026-03-31

Filed2026-04-27

EMXC

ISHARES INC

0.96%

Shares4.6K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

12.43%

Shares7.3K

Event2026-03-31

Filed2026-04-27

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares13.4K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-27

DNOV

FIRST TR EXCHNG TRADED FD VI

-0.03%

Shares6.9K

Event2026-03-31

Filed2026-04-27

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

67.83%

Shares1.5K

Event2026-03-31

Filed2026-04-27

XMHQ

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-27

HMOP

HARTFORD FDS EXCHANGE TRADED

49.20%

Shares7.8K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

15.77%

Shares323

Event2026-03-31

Filed2026-04-27

AEE

AMEREN CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-27

DSEP

FIRST TR EXCHNG TRADED FD VI

-0.09%

Shares6.6K

Event2026-03-31

Filed2026-04-27

XLE

SELECT SECTOR SPDR TR

24.89%

Shares4.7K

Event2026-03-31

Filed2026-04-27

DAUG

FIRST TR EXCHNG TRADED FD VI

-2.79%

Shares6.5K

Event2026-03-31

Filed2026-04-27

UAUG

INNOVATOR ETFS TRUST

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-27

BILZ

PIMCO ETF TR

-27.47%

Shares2.8K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

0.42%

Shares1.4K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

0.15%

Shares4.7K

Event2026-03-31

Filed2026-04-27

IQDG

WISDOMTREE TR

-5.94%

Shares6.9K

Event2026-03-31

Filed2026-04-27

JHMM

JOHN HANCOCK EXCHANGE TRADED

311.50%

Shares4.1K

Event2026-03-31

Filed2026-04-27

SBAR

SIMPLIFY EXCHANGE TRADED FUN

39.04%

Shares11.2K

Event2026-03-31

Filed2026-04-27

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

57.80%

Shares2.8K

Event2026-03-31

Filed2026-04-27

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

-58.21%

Shares4.9K

Event2026-03-31

Filed2026-04-27

MBB

ISHARES TR

-0.72%

Shares2.6K

Event2026-03-31

Filed2026-04-27

ZJUL

INNOVATOR ETFS TRUST

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-27

ZMAY

INNOVATOR ETFS TRUST

-9.47%

Shares9.5K

Event2026-03-31

Filed2026-04-27