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

Currently, EVOLVE PRIVATE WEALTH, LLC holds 994 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in VCRB (+466.9K shares, valued at $36.1M), SGOV (+177.3K shares, valued at $17.9M), IVV (+12.2K shares, valued at $8.0M); decreased their positions in BND (-100.6K shares, valued at $7.4M), KO (-56.9K shares, valued at $4.3M), TSLA (-9.6K shares, valued at $3.6M); initiated new positions in VCRB (+466.9K shares, valued at $36.1M), TAFI (+316.2K shares, valued at $8.0M), VPLS (+93.3K shares, valued at $7.2M).

1M P&L

+10.7M+0.60%

3M P&L

-82.7M-4.38%

HY P&L

-41.4M-2.25%

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/A675.7M

39.8%

2Consumer Electronics76.6M

4.5%

3Semiconductors75.0M

4.4%

Top Industries by Stock Count

1N/A214 stocks

23.1%

2Software - Application33 stocks

3.6%

3Asset Management26 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR832.2K shares27.08%2026-03-312026-04-16

AAPL APPLE INC299.8K shares10.82%2026-03-312026-04-16

NVDA NVIDIA CORPORATION282.2K shares12.80%2026-03-312026-04-16

BOND PIMCO ETF TR526.5K shares12.85%2026-03-312026-04-16

HTRB HARTFORD FDS EXCHANGE TRADED1.4M shares11.55%2026-03-312026-04-16

AGG ISHARES TR433.6K shares-1.95%2026-03-312026-04-16

MSFT MICROSOFT CORP98.0K shares25.79%2026-03-312026-04-16

VCRB VANGUARD MALVERN FDS466.9K sharesnew addition2026-03-312026-04-16

Sponsored

BND VANGUARD BD INDEX FDS476.9K shares-17.42%2026-03-312026-04-16

ISCF ISHARES TR647.5K shares5.03%2026-03-312026-04-16

ALPHABET INC ALPHABET INC94.0K shares4.78%2026-03-312026-04-16

AMZN AMAZON COM INC114.5K shares11.41%2026-03-312026-04-16

EMGF ISHARES INC363.4K shares4.00%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR240.6K shares-7.60%2026-03-312026-04-16

CGCP CAPITAL GRP FIXED INCM ETF T919.6K shares20.80%2026-03-312026-04-16

BROADCOM INC BROADCOM INC63.3K shares8.98%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC28.5K shares10.33%2026-03-312026-04-16

VTI VANGUARD INDEX FDS48.0K shares71.47%2026-03-312026-04-16

ALPHABET INC ALPHABET INC50.4K shares19.01%2026-03-312026-04-16

MFEM PIMCO EQUITY SER561.7K shares2.11%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO46.2K shares-6.67%2026-03-312026-04-16

IEMG ISHARES INC185.2K shares24.08%2026-03-312026-04-16

XOM EXXON MOBIL CORP73.0K shares8.69%2026-03-312026-04-16

IVV ISHARES TR18.8K shares185.43%2026-03-312026-04-16

Sponsored

SMLF ISHARES TR146.3K shares-1.88%2026-03-312026-04-16

GM GENERAL MTRS CO143.7K shares-10.33%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON43.2K shares5.73%2026-03-312026-04-16

TSLA TESLA INC27.9K shares-25.63%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.1K shares12.65%2026-03-312026-04-16

WMT WALMART INC78.1K shares-11.45%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP40.0K shares-3.73%2026-03-312026-04-16

TAFI AB ACTIVE ETFS INC316.2K sharesnew addition2026-03-312026-04-16

Sponsored

LRGF ISHARES TR119.8K shares-1.18%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC64.3K shares7.21%2026-03-312026-04-16

UTHR UNITED THERAPEUTICS CORP DEL12.9K shares-7.90%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS31.3K shares4.12%2026-03-312026-04-16

LLY ELI LILLY & CO7.9K shares44.73%2026-03-312026-04-16

VPLS VANGUARD MALVERN FDS93.3K sharesnew addition2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION7.3K shares-21.40%2026-03-312026-04-16

KLAC KLA CORP4.8K shares-15.15%2026-03-312026-04-16

Sponsored

SCHP SCHWAB STRATEGIC TR256.4K shares12.24%2026-03-312026-04-16

CSCO CISCO SYS INC87.1K shares6.69%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP36.9K shares-15.38%2026-03-312026-04-16

JBL JABIL INC24.9K shares-14.85%2026-03-312026-04-16

SPSM SPDR SERIES TRUST132.2K shares-1.79%2026-03-312026-04-16

VUG VANGUARD INDEX FDS14.6K shares895.70%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO103.6K shares1.37%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO20.6K shares4.60%2026-03-312026-04-16

Sponsored

CGGR CAPITAL GROUP GROWTH ETF154.3K shares-1.68%2026-03-312026-04-16

BINV 2023 ETF SERIES TRUST145.9K shares-2.52%2026-03-312026-04-16

EPD ENTERPRISE PRODS PARTNERS L154.5K shares662.02%2026-03-312026-04-16

VLO VALERO ENERGY CORP23.6K shares419.27%2026-03-312026-04-16

VGT VANGUARD WORLD FD8.3K shares27.39%2026-03-312026-04-16

CAT CATERPILLAR INC8.2K shares-28.15%2026-03-312026-04-16

SYF SYNCHRONY FINANCIAL81.0K shares1.16%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC16.3K shares77.99%2026-03-312026-04-16

Sponsored

ALSN ALLISON TRANSMISSION HLDGS I46.0K shares-1.50%2026-03-312026-04-16

CVX CHEVRON CORPORATION25.8K shares78.22%2026-03-312026-04-16

VST VISTRA CORP35.2K shares-0.60%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS34.5K shares56.51%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS8.5K shares78.14%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP53.8K shares3.14%2026-03-312026-04-16

AXS AXIS CAP HLDGS LTD47.1K shares-2.54%2026-03-312026-04-16

DAL DELTA AIR LINES INC71.7K shares1.24%2026-03-312026-04-16

Sponsored

EXPE EXPEDIA GROUP INC20.0K shares182.21%2026-03-312026-04-16

SF STIFEL FINL CORP62.3K shares47.66%2026-03-312026-04-16

MO ALTRIA GROUP INC67.8K shares-0.33%2026-03-312026-04-16

HPE HEWLETT PACKARD ENTERPRISE C186.6K shares8.84%2026-03-312026-04-16

TOL TOLL BROTHERS INC32.6K shares-2.10%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC87.0K shares-0.55%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T6.6K shares-20.96%2026-03-312026-04-16

MGK VANGUARD WORLD FD11.7K sharesnew addition2026-03-312026-04-16

Sponsored

INTF ISHARES TR109.8K shares-2.50%2026-03-312026-04-16

DHI D R HORTON INC30.7K shares-5.32%2026-03-312026-04-16

MFDX PIMCO EQUITY SER104.3K shares-2.83%2026-03-312026-04-16

ORI OLD REP INTL CORP104.0K shares-4.45%2026-03-312026-04-16

SNA SNAP ON INC11.3K shares-0.86%2026-03-312026-04-16

CVS CVS HEALTH CORP56.6K shares6.45%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR7.0K shares-20.93%2026-03-312026-04-16

ORCL ORACLE CORP26.9K shares22.80%2026-03-312026-04-16

Sponsored

USMF WISDOMTREE TR79.5K shares0.28%2026-03-312026-04-16

GILD GILEAD SCIENCES INC27.9K shares8.86%2026-03-312026-04-16

KR KROGER CO53.3K shares-2.04%2026-03-312026-04-16

CGXU CAPITAL GROUP INTL FOCUS EQT130.6K shares-1.99%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC16.5K shares1.20%2026-03-312026-04-16

AN AUTONATION INC19.1K shares-3.05%2026-03-312026-04-16

BIL SPDR SERIES TRUST40.4K shares14.42%2026-03-312026-04-16

EXPD EXPEDITORS INTL WASH INC25.7K sharesnew addition2026-03-312026-04-16

Sponsored

MPWR MONOLITHIC PWR SYS INC3.4K shares1.18%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC24.7K shares19.99%2026-03-312026-04-16

HCA HCA HEALTHCARE INC7.6K shares-2.57%2026-03-312026-04-16

UAL UNITED AIRLS HLDGS INC38.9K shares1.09%2026-03-312026-04-16

NVS NOVARTIS AG22.6K shares10.09%2026-03-312026-04-16

PEP PEPSICO INC21.9K shares-21.21%2026-03-312026-04-16

WSM WILLIAMS SONOMA INC18.6K shares-2.33%2026-03-312026-04-16

QCOM QUALCOMM INC26.3K shares-6.50%2026-03-312026-04-16

Sponsored

CB CHUBB LTD SWITZ10.3K shares-5.29%2026-03-312026-04-16

UGI UGI CORP NEW91.8K shares29.16%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE11.6K shares10.32%2026-03-312026-04-16

CRM SALESFORCE INC17.5K shares-6.90%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC9.6K shares-7.80%2026-03-312026-04-16

CF CF INDUSTRIES HOLD24.8K sharesnew addition2026-03-312026-04-16

CENCORA INC CENCORA INC10.2K shares4.32%2026-03-312026-04-16

COKE COCA COLA CONS INC16.7K shares-2.73%2026-03-312026-04-16

Sponsored

VYMI VANGUARD WHITEHALL FDS33.7K shares2.74%2026-03-312026-04-16

VGHY VANGUARD FIXED INCOME SECS F42.6K sharesnew addition2026-03-312026-04-16

NRG NRG ENERGY INC21.6K shares-1.03%2026-03-312026-04-16

NFLX NETFLIX INC.32.8K shares31.52%2026-03-312026-04-16

ACGL ARCH CAP GROUP LTD32.7K shares-3.26%2026-03-312026-04-16

BYD BOYD GAMING CORP38.2K shares-3.29%2026-03-312026-04-16

OMC OMNICOM GROUP INC41.3K shares320.24%2026-03-312026-04-16

KO COCA COLA CO40.9K shares-58.15%2026-03-312026-04-16

Sponsored

BCS BARCLAYS PLC147.1K shares6.14%2026-03-312026-04-16

ABBV ABBVIE INC14.2K shares19.67%2026-03-312026-04-16

IDEV ISHARES TR36.6K sharesnew addition2026-03-312026-04-16

AYI ACUITY INC10.9K shares-3.68%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC11.2K shares16.32%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP5.0K shares62.96%2026-03-312026-04-16

FIX COMFORT SYS USA INC2.2K shares2.01%2026-03-312026-04-16

EIX EDISON INTL40.5K shares-0.87%2026-03-312026-04-16

Sponsored

MATCH GROUP INC NEW MATCH GROUP INC NEW96.4K shares319.36%2026-03-312026-04-16

JLL JONES LANG LASALLE INC9.7K shares7.38%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW15.8K shares-0.32%2026-03-312026-04-16

ASML ASML HLDG NV2.2K shares9.76%2026-03-312026-04-16

GDV GABELLI DIVID & INCOME TR107.0K shares-0.25%2026-03-312026-04-16

PG PROCTER & GAMBLE CO19.9K shares68.92%2026-03-312026-04-16

BAC BANK AMERICA CORP58.1K shares13.27%2026-03-312026-04-16

INTC INTEL CORP64.0K shares-15.77%2026-03-312026-04-16

Sponsored

GS GOLDMAN SACHS GROUP INC3.3K shares32.46%2026-03-312026-04-16

MTG MGIC INVT CORP WIS106.1K shares-6.72%2026-03-312026-04-16

FDX FEDEX CORP7.8K shares3.20%2026-03-312026-04-16

FLEX FLEXTRONICS INTL LTD42.1K shares1.72%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC24.3K shares7.80%2026-03-312026-04-16

EME EMCOR GROUP INC3.7K shares5.44%2026-03-312026-04-16

V VISA INC9.0K shares54.12%2026-03-312026-04-16

GEV GE VERNOVA INC3.1K shares43.61%2026-03-312026-04-16

Sponsored

STEW SRH TOTAL RETURN FUND INC159.0K shares-0.44%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP7.9K shares37.52%2026-03-312026-04-16

EBAY EBAY INC.29.1K shares4.51%2026-03-312026-04-16

PHM PULTE GROUP INC22.4K shares-2.34%2026-03-312026-04-16

WMB WILLIAMS COS INC36.1K shares-4.51%2026-03-312026-04-16

FLS FLOWSERVE CORP35.3K shares375.36%2026-03-312026-04-16

RTX RTX CORPORATION13.3K shares31.73%2026-03-312026-04-16

NVST ENVISTA HOLDINGS CORPORATION100.8K shares3.96%2026-03-312026-04-16

Sponsored

PCG PG&E CORP142.5K shares-15.12%2026-03-312026-04-16

CET CENTRAL SECS CORP49.6K shares-0.23%2026-03-312026-04-16

DLTR DOLLAR TREE INC22.5K shares1040.51%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC11.7K shares6.23%2026-03-312026-04-16

JBHT HUNT J B TRANS SVCS INC11.4K shares5.26%2026-03-312026-04-16

FTI TECHNIPFMC PLC34.9K shares0.66%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS27.1K sharesnew addition2026-03-312026-04-16

IWF ISHARES TR5.6K sharesnew addition2026-03-312026-04-16

Sponsored

IYW ISHARES TR13.1K shares1.61%2026-03-312026-04-16

SHEL SHELL PLC25.5K shares16.93%2026-03-312026-04-16

MA MASTERCARD INCORPORATED4.8K shares11.79%2026-03-312026-04-16

GAM GENERAL AMERN INVS CO INC40.3K shares-0.15%2026-03-312026-04-16

IEFA ISHARES TR26.0K shares262.14%2026-03-312026-04-16

RS RELIANCE INC7.6K shares-1.94%2026-03-312026-04-16

TYG TORTOISE ENERGY INFRSTRCTR C45.7K shares-0.68%2026-03-312026-04-16

INGR INGREDION INC19.9K shares675.35%2026-03-312026-04-16

Sponsored

VTEC VANGUARD CALIF TAX FREE FDS22.6K sharesnew addition2026-03-312026-04-16

TPR TAPESTRY INC15.9K shares-0.38%2026-03-312026-04-16

CMF ISHARES TR39.1K shares25.94%2026-03-312026-04-16

MT ARCELORMITTAL SA LUXEMBOURG42.6K shares4.85%2026-03-312026-04-16

MS MORGAN STANLEY13.4K shares21.60%2026-03-312026-04-16

TJX TJX COS INC NEW13.8K shares2.87%2026-03-312026-04-16

NFJ VIRTUS DIVIDEND INTEREST & P172.7K shares-0.18%2026-03-312026-04-16

ADT ADT INC DEL330.6K shares-5.15%2026-03-312026-04-16

Sponsored

DFIS DIMENSIONAL ETF TRUST64.5K shares0.00%2026-03-312026-04-16

GSK PLC GSK PLC39.3K shares1.32%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC18.8K shares138.03%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC10.6K shares25.38%2026-03-312026-04-16

IWD ISHARES TR10.1K sharesnew addition2026-03-312026-04-16

NTAP NETAPP INC20.9K shares-10.59%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST63.2K shares0.00%2026-03-312026-04-16

ABT ABBOTT LABORATORIES20.8K shares-50.79%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC6.4K shares13.96%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC21.2K shares-3.69%2026-03-312026-04-16

VTV VANGUARD INDEX FDS10.6K sharesnew addition2026-03-312026-04-16

NATWEST GROUP PLC NATWEST GROUP PLC139.6K shares3.10%2026-03-312026-04-16

MPC MARATHON PETE CORP8.3K shares6.66%2026-03-312026-04-16

CTSH COGNIZANT TECHNOLOGY SOLUTIO32.8K shares2.98%2026-03-312026-04-16

IUSV ISHARES TR19.7K sharesnew addition2026-03-312026-04-16

LDOS LEIDOS HOLDINGS INC12.9K shares-0.21%2026-03-312026-04-16

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.4K shares0.27%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR14.9K shares66.70%2026-03-312026-04-16

VXF VANGUARD INDEX FDS9.6K sharesnew addition2026-03-312026-04-16

SU SUNCOR ENERGY INC NEW29.8K shares35.10%2026-03-312026-04-16

MLI MUELLER INDS INC17.7K shares3.08%2026-03-312026-04-16

IUSG ISHARES TR12.6K sharesnew addition2026-03-312026-04-16

TY TRI CONTL CORP61.6K shares0.06%2026-03-312026-04-16

AMGN AMGEN INC5.5K shares15.03%2026-03-312026-04-16

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC15.7K shares-4.20%2026-03-312026-04-16

DEM WISDOMTREE TR38.7K shares1.33%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP7.1K shares4.49%2026-03-312026-04-16

NEM NEWMONT CORP17.7K shares70.21%2026-03-312026-04-16

AOD ABRDN TOTAL DYNAMIC DIVIDEND203.8K shares-0.09%2026-03-312026-04-16

CVIE MORGAN STANLEY ETF TRUST25.7K shares0.32%2026-03-312026-04-16

NIE VIRTUS EQUITY & CONV INCM FD79.6K shares-0.11%2026-03-312026-04-16

HSBC HSBC HLDGS PLC22.5K shares6.40%2026-03-312026-04-16

Sponsored

PM PHILIP MORRIS INTL INC11.2K shares25.92%2026-03-312026-04-16

RVT ROYCE SMALL CAP TRUST INC111.1K shares-0.20%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC1.9K shares40.12%2026-03-312026-04-16

TGT TARGET CORP15.0K shares16.39%2026-03-312026-04-16

ADX ADAMS DIVERSIFIED EQUITY FD82.4K shares-0.47%2026-03-312026-04-16

IMO IMPERIAL OIL LTD13.7K shares15.46%2026-03-312026-04-16

DIS DISNEY WALT CO18.5K shares19.21%2026-03-312026-04-16

TBLD THORNBURG INCM BUILDER OPP T83.8K shares0.04%2026-03-312026-04-16

Sponsored

DIA STATE STR SPDR DOW JONES IND3.8K shares-8.02%2026-03-312026-04-16

HUT 8 CORP HUT 8 CORP37.1K shares0.00%2026-03-312026-04-16

MFG MIZUHO FINANCIAL GROUP INC217.5K shares5.88%2026-03-312026-04-16

CIEN CIENA CORP4.4K shares-8.94%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL51.0K shares-5.24%2026-03-312026-04-16

HON HONEYWELL INTL INC7.5K shares56.10%2026-03-312026-04-16

ERIC TELEFONAKTIEBOLAGET LM ERICS151.1K shares940.26%2026-03-312026-04-16

PSX PHILLIPS 669.3K shares-5.15%2026-03-312026-04-16

Sponsored

EATON CORP PLC EATON CORP PLC4.7K shares2.59%2026-03-312026-04-16

WFC WELLS FARGO & CO21.1K shares56.15%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO6.7K shares11.21%2026-03-312026-04-16

MCD MCDONALDS CORP5.4K shares23.05%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC12.8K shares1.74%2026-03-312026-04-16

CNC CENTENE CORP DEL51.1K shares-20.90%2026-03-312026-04-16

CME CME GROUP INC5.6K shares12.02%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F30.6K sharesnew addition2026-03-312026-04-16

Sponsored

INCY INCYTE CORP17.5K shares-1.62%2026-03-312026-04-16

T AT&T INC56.0K shares42.95%2026-03-312026-04-16

APA CORPORATION APA CORPORATION38.1K shares9.87%2026-03-312026-04-16

GRX GABELLI HEALTHCARE & WELLNES178.6K shares-0.11%2026-03-312026-04-16

EXEL EXELIXIS INC37.5K shares-14.90%2026-03-312026-04-16

TTMI TTM TECHNOLOGIES INC16.5K shares-47.08%2026-03-312026-04-16

HRL HORMEL FOODS CORP70.5K sharesnew addition2026-03-312026-04-16

MMM 3M CO11.0K shares1.39%2026-03-312026-04-16

Sponsored

GLD SPDR GOLD TR3.7K shares22.20%2026-03-312026-04-16

CVLC MORGAN STANLEY ETF TRUST19.4K shares0.49%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.9K shares238.21%2026-03-312026-04-16

LINDE PLC LINDE PLC3.0K shares39.91%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS1.9K shares-4.39%2026-03-312026-04-16

NEE NEXTERA ENERGY INC16.1K shares51.90%2026-03-312026-04-16

ILMN ILLUMINA INC12.0K shares-9.55%2026-03-312026-04-16

STRL STERLING INFRASTRUCTURE INC3.6K shares-22.21%2026-03-312026-04-16

Sponsored

TIGO MILLICOM INTL CELLULAR S A19.6K shares5.04%2026-03-312026-04-16

CSX CSX CORP35.5K shares0.85%2026-03-312026-04-16

NBXG NEUBERGER NEXT GENERATION111.9K shares1.16%2026-03-312026-04-16

VMC VULCAN MATLS CO5.3K shares-0.79%2026-03-312026-04-16

FUND SPROTT FOCUS TR INC150.6K shares-0.18%2026-03-312026-04-16

ABNB AIRBNB INC11.4K shares-16.22%2026-03-312026-04-16

VV VANGUARD INDEX FDS4.8K shares4.88%2026-03-312026-04-16

GL GLOBE LIFE INC10.3K shares3.81%2026-03-312026-04-16

Sponsored

SNDK SANDISK CORP2.2K shares-39.89%2026-03-312026-04-16

THC TENET HEALTHCARE CORP7.4K shares-8.18%2026-03-312026-04-16

ECAT BLACKROCK ESG CAP ALLC TERM103.2K shares-0.07%2026-03-312026-04-16

BCAT BLACKROCK CAP ALLOCATION TER99.1K shares-0.01%2026-03-312026-04-16

FANG DIAMONDBACK ENERGY INC7.0K shares202.36%2026-03-312026-04-16

ESML ISHARES TR29.0K shares-2.05%2026-03-312026-04-16

SPGI S&P GLOBAL INC3.2K shares79.22%2026-03-312026-04-16

BTI BRITISH AMERN TOB PLC22.9K shares7.26%2026-03-312026-04-16

Sponsored

MEGI NYLI CBRE GBL INFR MEGTRNDS90.4K shares0.14%2026-03-312026-04-16

RMT ROYCE MICRO-CAP TR INC116.7K shares-0.15%2026-03-312026-04-16

CMCSA COMCAST CORP NEW45.8K shares36.74%2026-03-312026-04-16

SUSA ISHARES TR9.9K shares-0.66%2026-03-312026-04-16

MUB ISHARES TR12.3K shares22.04%2026-03-312026-04-16

XEL XCEL ENERGY INC16.4K shares-1.10%2026-03-312026-04-16

ADI ANALOG DEVICES INC4.1K shares27.35%2026-03-312026-04-16

SNY SANOFI SA26.9K shares23.22%2026-03-312026-04-16

Sponsored

BSTZ BLACKROCK SCIENCE & TECHNOLO58.3K shares1.38%2026-03-312026-04-16

ING ING GROEP N.V.49.4K shares5.27%2026-03-312026-04-16

IDCC INTERDIGITAL INC4.2K shares4.97%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC21.7K shares8.16%2026-03-312026-04-16

FTNT FORTINET INC15.6K shares34.04%2026-03-312026-04-16

RYAAY RYANAIR HOLDINGS PLC22.1K shares28.39%2026-03-312026-04-16

MEDP MEDPACE HLDGS INC2.7K shares-28.72%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP1.9K shares153.32%2026-03-312026-04-16

Sponsored

RL RALPH LAUREN CORP3.7K shares-0.76%2026-03-312026-04-16

NPFD NUVEEN VRIABL RAT PFD & INM68.8K shares0.12%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC295 shares-6.65%2026-03-312026-04-16

WFC-PL WELLS FARGO & CO1.1K shares22.18%2026-03-312026-04-16

SDHY PGIM SHORT DUR HIG YLD OPP F77.2K shares0.25%2026-03-312026-04-16

HMOP HARTFORD FDS EXCHANGE TRADED31.8K shares17.56%2026-03-312026-04-16

OKE ONEOK INC NEW13.5K shares8.40%2026-03-312026-04-16

SBUX STARBUCKS CORP13.5K shares5.30%2026-03-312026-04-16

Sponsored

THQ ABRDN HEALTHCARE OPPORTUNITI72.0K shares-3.26%2026-03-312026-04-16

NOW SERVICENOW INC11.5K shares41.38%2026-03-312026-04-16

ADEA ADEIA INC49.9K shares4.97%2026-03-312026-04-16

IESC IES HOLDINGS INC2.5K shares4.93%2026-03-312026-04-16

DINO HF SINCLAIR CORP19.1K shares-1.46%2026-03-312026-04-16

ASA ASA GOLD AND PRECIOUS MTLS L19.2K shares-2.88%2026-03-312026-04-16

NFG NATIONAL FUEL GAS CO12.6K shares-5.29%2026-03-312026-04-16

BMEZ BLACKROCK HEALTH SCIENCES TE82.3K shares12.24%2026-03-312026-04-16

Sponsored

PANW PALO ALTO NETWORKS INC7.4K shares-20.20%2026-03-312026-04-16

DHR DANAHER CORP DEL6.2K shares32.79%2026-03-312026-04-16

NOV NOV INC62.4K shares5.31%2026-03-312026-04-16

CMI CUMMINS INC2.2K shares24.36%2026-03-312026-04-16

MCK MCKESSON CORP1.3K shares22.43%2026-03-312026-04-16

TER TERADYNE INC3.9K shares2.16%2026-03-312026-04-16

MTZ MASTEC INC3.6K shares-0.11%2026-03-312026-04-16

AX AXOS FINANCIAL INC13.7K shares5.92%2026-03-312026-04-16

Sponsored

UBER UBER TECHNOLOGIES INC16.2K shares36.87%2026-03-312026-04-16

AON PLC AON PLC3.6K shares-14.26%2026-03-312026-04-16

DVN DEVON ENERGY CORP NEW22.8K shares-9.62%2026-03-312026-04-16

BA BOEING CO5.7K shares54.98%2026-03-312026-04-16

TFC TRUIST FINL CORP24.5K shares-4.72%2026-03-312026-04-16

CFG CITIZENS FINL GROUP INC18.8K shares7.62%2026-03-312026-04-16

BOE BLACKROCK ENHANCED GLOBAL102.3K shares3.69%2026-03-312026-04-16

TXN TEXAS INSTRS INC5.8K shares35.74%2026-03-312026-04-16

Sponsored

GLW CORNING INC8.2K shares15.41%2026-03-312026-04-16

TWN TAIWAN FD INC17.0K shares-0.60%2026-03-312026-04-16

BAC-PL BANK AMERICA CORP933 shares0.00%2026-03-312026-04-16

WELL WELLTOWER INC5.6K shares-0.37%2026-03-312026-04-16

LOW LOWES COS INC4.7K shares38.00%2026-03-312026-04-16

MATX MATSON INC6.7K shares4.25%2026-03-312026-04-16

THE CIGNA GROUP THE CIGNA GROUP4.1K shares48.16%2026-03-312026-04-16

IJH ISHARES TR16.0K shares26.78%2026-03-312026-04-16

Sponsored

APH AMPHENOL CORP8.6K shares27.15%2026-03-312026-04-16

ROST ROSS STORES INC4.9K shares45.22%2026-03-312026-04-16

ILCG ISHARES TR11.2K shares16.84%2026-03-312026-04-16

NTRA NATERA INC5.4K shares-11.76%2026-03-312026-04-16

VRSN VERISIGN INC4.3K shares-34.92%2026-03-312026-04-16

JXN JACKSON FINANCIAL INC10.1K shares37.96%2026-03-312026-04-16

ATGE COVISTA INC9.2K shares4.48%2026-03-312026-04-16

TXT TEXTRON INC12.1K shares-4.35%2026-03-312026-04-16

Sponsored

GGZ GABELLI GLOBAL SMALL & MID C69.5K shares-0.69%2026-03-312026-04-16

TMUS T-MOBILE US INC5.0K shares-66.90%2026-03-312026-04-16

IQV IQVIA HLDGS INC6.1K shares-0.39%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION7.9K shares16.03%2026-03-312026-04-16

BARRICK MNG CORP BARRICK MNG CORP25.3K shares6.56%2026-03-312026-04-16

AEM AGNICO EAGLE MINES LTD5.1K shares11.27%2026-03-312026-04-16

HQH ABRDN HEALTHCARE INVESTORS57.2K shares0.40%2026-03-312026-04-16

AMG AFFILIATED MANAGERS GROUP3.7K shares7.77%2026-03-312026-04-16

Sponsored

DELL DELL TECHNOLOGIES INC6.2K shares57.44%2026-03-312026-04-16

EHC ENCOMPASS HEALTH CORP10.4K shares0.13%2026-03-312026-04-16

COP CONOCOPHILLIPS7.6K shares11.51%2026-03-312026-04-16

BDX BECTON DICKINSON & CO6.4K shares16.35%2026-03-312026-04-16

SLF SUN LIFE FINANCIAL INC.16.1K shares6.04%2026-03-312026-04-16

EMR EMERSON ELEC CO7.7K shares-0.60%2026-03-312026-04-16

CCK CROWN HLDGS INC10.0K shares-3.79%2026-03-312026-04-16

CRUS CIRRUS LOGIC INC6.9K shares7.53%2026-03-312026-04-16

Sponsored

ACWX ISHARES TR14.6K shares25.07%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC11.4K shares-23.93%2026-03-312026-04-16

VCRM VANGUARD MUN BD FDS13.1K sharesnew addition2026-03-312026-04-16

AMAT APPLIED MATLS INC2.9K shares59.02%2026-03-312026-04-16

DE DEERE & CO1.7K shares73.41%2026-03-312026-04-16

TXRH TEXAS ROADHOUSE INC5.9K shares7.06%2026-03-312026-04-16

GVA GRANITE CONSTR INC8.0K shares3.99%2026-03-312026-04-16

WCC WESCO INTL INC3.5K shares2.83%2026-03-312026-04-16

Sponsored

OTEX OPEN TEXT CORP42.8K shares11.20%2026-03-312026-04-16

DOV DOVER CORP4.6K shares-2.93%2026-03-312026-04-16

TMHC TAYLOR MORRISON HOME CORP16.3K shares0.83%2026-03-312026-04-16

SNOW SNOWFLAKE INC6.3K shares-23.21%2026-03-312026-04-16

HII HUNTINGTON INGALLS INDS INC2.5K shares24.81%2026-03-312026-04-16

ZM ZOOM COMMUNICATIONS INC11.7K shares-45.56%2026-03-312026-04-16

MKTX MARKETAXESS HLDGS INC5.7K shares-26.34%2026-03-312026-04-16

CATY CATHAY GEN BANCORP18.8K shares3.40%2026-03-312026-04-16

Sponsored

CPZ CALAMOS LNG SHR EQT DYNAMIC68.6K shares0.39%2026-03-312026-04-16

EQIX EQUINIX INC949 shares54.31%2026-03-312026-04-16

BCX BLACKROCK RES & COMMODITIES77.1K shares-0.06%2026-03-312026-04-16

IWM ISHARES TR3.7K shares2.00%2026-03-312026-04-16

PFE PFIZER INC32.9K shares4.78%2026-03-312026-04-16

NUE NUCOR CORP5.5K shares4.52%2026-03-312026-04-16

ECL ECOLAB INC3.4K shares-5.40%2026-03-312026-04-16

INTU INTUIT2.1K shares78.40%2026-03-312026-04-16

Sponsored

TRV TRAVELERS COMPANIES INC3.1K shares33.92%2026-03-312026-04-16

BURL BURLINGTON STORES INC2.8K shares90.05%2026-03-312026-04-16

HAL HALLIBURTON CO23.1K shares8.86%2026-03-312026-04-16

ULTA ULTA BEAUTY INC1.7K shares10.70%2026-03-312026-04-16

OZK BANK OZK LITTLE ROCK ARK19.5K shares3.84%2026-03-312026-04-16

ENSG ENSIGN GROUP INC4.4K shares6.62%2026-03-312026-04-16

FT FRANKLIN UNVL TR111.4K shares-0.84%2026-03-312026-04-16

ADBE ADOBE INC3.7K shares33.16%2026-03-312026-04-16

Sponsored

TT TRANE TECHNOLOGIES PLC2.1K shares34.28%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F17.5K shares210.64%2026-03-312026-04-16

TPZ TORTOISE CAPITAL SERIES TRUS40.0K shares-6.03%2026-03-312026-04-16

SWZ TOTAL RETURN SECURITIES FUND146.3K shares-32.86%2026-03-312026-04-16

AIT APPLIED INDL TECHNOLOGIES IN3.3K shares14.36%2026-03-312026-04-16

USB US BANCORP16.6K shares-8.88%2026-03-312026-04-16

A AGILENT TECHNOLOGIES INC7.6K shares7.42%2026-03-312026-04-16

PFG PRINCIPAL FINANCIAL GROUP IN9.5K shares-2.33%2026-03-312026-04-16

Sponsored

PRU PRUDENTIAL FINL INC8.8K shares-10.63%2026-03-312026-04-16

AME AMETEK INC3.9K shares3.40%2026-03-312026-04-16

COLB COLUMBIA BKG SYS INC30.7K shares-10.39%2026-03-312026-04-16

AFL AFLAC INC7.6K shares-2.10%2026-03-312026-04-16

EVRG EVERGY INC10.2K shares4.12%2026-03-312026-04-16

SYK STRYKER CORPORATION2.5K shares30.84%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP924 shares35.68%2026-03-312026-04-16

GLO CLOUGH GLOBAL OPPORTUNITIES148.5K shares0.67%2026-03-312026-04-16

Sponsored

DOW DOW HLDGS INC19.9K sharesnew addition2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC4.8K shares65.89%2026-03-312026-04-16

EFA ISHARES TR8.5K shares30.16%2026-03-312026-04-16

AEF ABRDN EMERGING MARKETS EX CH112.5K shares3.18%2026-03-312026-04-16

NBIX NEUROCRINE BIOSCIENCES INC6.2K shares-18.97%2026-03-312026-04-16

NTNX NUTANIX INC21.5K shares51.90%2026-03-312026-04-16

KMX CARMAX INC19.7K shares6.43%2026-03-312026-04-16

LAMR LAMAR ADVERTISING CO6.5K shares-1.12%2026-03-312026-04-16

Sponsored

WAB WABTEC3.3K shares1.21%2026-03-312026-04-16

PLD PROLOGIS INC.6.1K shares-7.80%2026-03-312026-04-16

BELFB BEL FUSE INC4.1K shares10.59%2026-03-312026-04-16

LAUR LAUREATE ED INC23.3K sharesnew addition2026-03-312026-04-16

BWA BORGWARNER INC14.9K shares1.69%2026-03-312026-04-16

EWJ ISHARES INC9.6K sharesnew addition2026-03-312026-04-16

IJR ISHARES TR6.5K shares8.65%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR7.2K shares51.31%2026-03-312026-04-16

Sponsored

UHS UNIVERSAL HLTH SVCS INC4.4K shares3.93%2026-03-312026-04-16

TSN TYSON FOODS INC12.3K shares-0.45%2026-03-312026-04-16

COLL COLLEGIUM PHARMACEUTICAL INC23.5K shares5.91%2026-03-312026-04-16

DG DOLLAR GEN CORP6.5K shares11.50%2026-03-312026-04-16

BTT BLACKROCK MUN TARGET TERM TR34.1K shares0.40%2026-03-312026-04-16

EEM ISHARES TR13.6K shares25.17%2026-03-312026-04-16

MGY MAGNOLIA OIL & GAS CORP24.5K shares7.67%2026-03-312026-04-16

EPR EPR PPTYS15.4K shares2.76%2026-03-312026-04-16

Sponsored

ECF ELLSWORTH GROWTH & INCOME FD68.8K shares-1.42%2026-03-312026-04-16

KKR & CO INC KKR & CO INC8.3K sharesnew addition2026-03-312026-04-16

PB PROSPERITY BANCSHARES INC11.3K shares-9.79%2026-03-312026-04-16

RUSHA RUSH ENTERPRISES INC11.5K shares6.19%2026-03-312026-04-16

NYT NEW YORK TIMES CO MTN BE9.0K shares7.52%2026-03-312026-04-16

DXPE DXP ENTERPRISES INC5.4K shares6.93%2026-03-312026-04-16

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW7.1K shares-2.16%2026-03-312026-04-16

NXST NEXSTAR MEDIA GROUP INC4.1K shares4.57%2026-03-312026-04-16

Sponsored

AGO ASSURED GUARANTY LTD9.1K shares5.55%2026-03-312026-04-16

CDP COPT DEFENSE PROPERTIES24.3K shares4.10%2026-03-312026-04-16

M MACYS INC40.9K shares93.80%2026-03-312026-04-16

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.4K shares7.73%2026-03-312026-04-16

UNP UNION PAC CORP3.0K shares54.66%2026-03-312026-04-16

ALGN ALIGN TECHNOLOGY INC4.3K shares3.15%2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC10.6K shares1.56%2026-03-312026-04-16

CPRX CATALYST PHARMACEUTICALS INC29.6K shares5.81%2026-03-312026-04-16

Sponsored

NMIH NMI HLDGS INC19.5K shares1.57%2026-03-312026-04-16

PLXS PLEXUS CORP3.6K shares3.98%2026-03-312026-04-16

FVD FIRST TR EXCHANGE-TRADED FD15.4K shares-0.16%2026-03-312026-04-16

ALKS ALKERMES PLC20.4K shares3.30%2026-03-312026-04-16

IMKTA INGLES MKTS INC8.0K sharesnew addition2026-03-312026-04-16

PEO ADAM NAT RES FD INC25.8K shares1.94%2026-03-312026-04-16

ACLS AXCELIS TECHNOLOGIES INC7.7K shares9.63%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC2.7K shares2.40%2026-03-312026-04-16

Sponsored

LYFT LYFT INC53.3K shares-6.21%2026-03-312026-04-16

MD PEDIATRIX MEDICAL GROUP INC33.1K shares12.71%2026-03-312026-04-16

QXO QXO INC36.5K sharesnew addition2026-03-312026-04-16

VLY VALLEY NATL BANCORP57.6K shares5.91%2026-03-312026-04-16

NMAI NUVEEN MULTI ASSET INCOME FU57.0K shares-1.08%2026-03-312026-04-16

LECO LINCOLN ELEC HLDGS INC2.8K shares-0.94%2026-03-312026-04-16

ESGU ISHARES TR5.0K shares0.00%2026-03-312026-04-16

HAFC HANMI FINL CORP26.6K shares4.60%2026-03-312026-04-16

Sponsored

INVX INNOVEX INTERNATIONAL INC28.6K shares6.44%2026-03-312026-04-16

BFH BREAD FINANCIAL HOLDINGS INC9.3K shares5.06%2026-03-312026-04-16

GWW WW GRAINGER INC638 shares2.24%2026-03-312026-04-16

AWK AMERICAN WTR WKS CO INC NEW5.1K shares54.07%2026-03-312026-04-16

UNFI UNITED NAT FOODS INC15.4K shares5.86%2026-03-312026-04-16

ATO ATMOS ENERGY CORP3.7K shares2.73%2026-03-312026-04-16

WWW WOLVERINE WORLD WIDE INC41.9K shares8.50%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC1.4K shares9.29%2026-03-312026-04-16

Sponsored

PGZ PRINCIPAL REAL ESTATE INCOME70.9K shares-0.01%2026-03-312026-04-16

RMBS RAMBUS INC DEL7.9K shares7.34%2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP5.7K shares40.89%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW9.2K shares7.00%2026-03-312026-04-16

LNC LINCOLN NATL CORP IND18.8K shares270.38%2026-03-312026-04-16

ZION ZIONS BANCORPORATION NATL AS11.6K shares9.00%2026-03-312026-04-16

LUV SOUTHWEST AIRLS CO17.7K sharesnew addition2026-03-312026-04-16

FLR FLUOR CORP14.3K shares-1.09%2026-03-312026-04-16

Sponsored

HAS HASBRO INC7.1K shares-6.25%2026-03-312026-04-16

CTRA COTERRA ENERGY INC18.8K shares-10.62%2026-03-312026-04-16

BDC BELDEN INC5.8K shares3.43%2026-03-312026-04-16

SLB SLB LIMITED12.8K shares19.64%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO7.7K shares2.53%2026-03-312026-04-16

LVS LAS VEGAS SANDS CORP12.1K shares-35.83%2026-03-312026-04-16

EOG EOG RES INC4.5K shares21.37%2026-03-312026-04-16

BIIB BIOGEN INC3.5K shares11.09%2026-03-312026-04-16

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO38.0K shares-69.81%2026-03-312026-04-16

ESGE ISHARES INC14.2K shares-1.35%2026-03-312026-04-16

LNG CHENIERE ENERGY INC2.3K shares2.58%2026-03-312026-04-16

FHB FIRST HAWAIIAN INC26.1K shares1.58%2026-03-312026-04-16

TNL TRAVEL PLUS LEISURE CO9.3K shares1.71%2026-03-312026-04-16

GAP GAP INC26.3K shares98.64%2026-03-312026-04-16

MLM MARTIN MARIETTA MATLS INC1.1K shares-9.56%2026-03-312026-04-16

WY WEYERHAEUSER CO25.9K sharesnew addition2026-03-312026-04-16

Sponsored

COMM VISTANCE NETWORKS INC34.7K shares8.82%2026-03-312026-04-16

GIII G III APPAREL GROUP LTD22.8K shares8.39%2026-03-312026-04-16

PR PERMIAN RESOURCES CORP29.6K shares20.33%2026-03-312026-04-16

REXR REXFORD INDL RLTY INC19.3K shares-14.28%2026-03-312026-04-16

JOF JAPAN SMALLER CAPITALIZATION57.7K shares-0.25%2026-03-312026-04-16

GTX GARRETT MOTION INC34.6K sharesnew addition2026-03-312026-04-16

DLR DIGITAL RLTY TR INC3.5K shares-3.76%2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC1.4K shares56.93%2026-03-312026-04-16

Sponsored

SFM SPROUTS FMRS MKT INC8.1K shares17.56%2026-03-312026-04-16

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC8.8K shares136.37%2026-03-312026-04-16

SIRIUSPOINT LTD SIRIUSPOINT LTD28.8K shares9.90%2026-03-312026-04-16

LRN STRIDE INC7.0K shares11.44%2026-03-312026-04-16

TREE LENDINGTREE INC14.4K sharesnew addition2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN3.0K shares22.64%2026-03-312026-04-16

KEYS KEYSIGHT TECHNOLOGIES INC2.2K shares25.45%2026-03-312026-04-16

CMG CHIPOTLE MEXICAN GRILL INC19.2K shares-40.34%2026-03-312026-04-16

Sponsored

HLT HILTON WORLDWIDE HLDGS INC2.0K shares7.75%2026-03-312026-04-16

SITE SITEONE LANDSCAPE SUPPLY INC4.6K shares37.97%2026-03-312026-04-16

HURN HURON CONSULTING GROUP INC4.8K sharesnew addition2026-03-312026-04-16

LGI LAZARD GLOBAL TOTAL RETURN &37.7K shares-0.38%2026-03-312026-04-16

PAYX PAYCHEX INC6.6K shares75.31%2026-03-312026-04-16

GRBK GREEN BRICK PARTNERS INC9.4K shares5.02%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC1.5K shares-3.86%2026-03-312026-04-16

VTR VENTAS INC7.4K shares-11.49%2026-03-312026-04-16

Sponsored

BHE BENCHMARK ELECTRS INC10.7K shares4.70%2026-03-312026-04-16

SHLD GLOBAL X FDS8.5K sharesnew addition2026-03-312026-04-16

FTDR FRONTDOOR INC11.3K shares2.84%2026-03-312026-04-16

HST HOST HOTELS & RESORTS INC31.2K shares-8.60%2026-03-312026-04-16

SGOV

ISHARES TR

27.08%

Shares832.2K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

10.82%

Shares299.8K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

12.80%

Shares282.2K

Event2026-03-31

Filed2026-04-16

BOND

PIMCO ETF TR

12.85%

Shares526.5K

Event2026-03-31

Filed2026-04-16

HTRB

HARTFORD FDS EXCHANGE TRADED

11.55%

Shares1.4M

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-1.95%

Shares433.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

25.79%

Shares98.0K

Event2026-03-31

Filed2026-04-16

VCRB

VANGUARD MALVERN FDS

New

Shares466.9K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

-17.42%

Shares476.9K

Event2026-03-31

Filed2026-04-16

ISCF

ISHARES TR

5.03%

Shares647.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

4.78%

Shares94.0K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

11.41%

Shares114.5K

Event2026-03-31

Filed2026-04-16

EMGF

ISHARES INC

4.00%

Shares363.4K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-7.60%

Shares240.6K

Event2026-03-31

Filed2026-04-16

CGCP

CAPITAL GRP FIXED INCM ETF T

20.80%

Shares919.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

8.98%

Shares63.3K

Event2026-03-31

Filed2026-04-16