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The Analysis of Fiduciary Alliance LLC's Holdings & P&L

Currently, Fiduciary Alliance LLC holds 547 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in SPYM (+391.0K shares, valued at $32.2M), CVX (+55.9K shares, valued at $10.3M), SGOV (+91.1K shares, valued at $9.2M); decreased their positions in SPY (-41.1K shares, valued at $28.7M), ALB (-28.2K shares, valued at $5.2M), JPM (-16.4K shares, valued at $5.0M); initiated new positions in XRAY (+382.3K shares, valued at $4.6M), GNR (+59.2K shares, valued at $4.4M), JBND (+80.2K shares, valued at $4.3M).

1M P&L

+39.4M+2.57%

3M P&L

-29.8M-1.86%

HY P&L

+21.4M+1.38%

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/A631.4M

41.7%

2Semiconductors81.7M

5.4%

3Software - Infrastructure70.0M

4.6%

Top Industries by Stock Count

1N/A240 stocks

47.4%

2Software - Application13 stocks

2.6%

3Utilities - Regulated Electric9 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple231.6K shares-4.38%2026-03-312026-04-20

MSFT Microsoft115.6K shares-0.54%2026-03-312026-04-20

NVDA NVIDIA CORPORATION COM200.6K shares-1.61%2026-03-312026-04-20

AMZN Amazon153.7K shares-3.95%2026-03-312026-04-20

JPM JPMorgan Chase119.4K shares-12.05%2026-03-312026-04-20

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF434.7K shares895.84%2026-03-312026-04-20

SPY STATE STREET SPDR S&P 500 ETF41.5K shares-49.76%2026-03-312026-04-20

SPDW SPDR S&P World ex-US592.4K shares7.69%2026-03-312026-04-20

Sponsored

Alphabet CL A Alphabet CL A76.7K shares-5.83%2026-03-312026-04-20

IJR iShares S&P Small Cap ETF193.4K shares18.90%2026-03-312026-04-20

Berkshire Hathaway CL B Berkshire Hathaway CL B49.7K shares-12.35%2026-03-312026-04-20

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS164.4K shares9.83%2026-03-312026-04-20

SCHG Schwab U.S. Large-Cap Growth598.6K shares-10.99%2026-03-312026-04-20

COP Conocophillips149.4K shares-12.55%2026-03-312026-04-20

INTC Intel273.0K shares4.39%2026-03-312026-04-20

JNJ Johnson & Johnson70.7K shares-4.22%2026-03-312026-04-20

Sponsored

CPS COOPER-STANDARD HOLDINGS INC COM504.0K shares0.52%2026-03-312026-04-20

MS Morgan Stanley79.8K shares-19.08%2026-03-312026-04-20

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF161.2K shares0.76%2026-03-312026-04-20

PYPL Paypal288.7K shares62.68%2026-03-312026-04-20

CVX Chevron76.7K shares268.50%2026-03-312026-04-20

WWJD INSPIRE INTERNATIONAL ETF346.5K shares-1.42%2026-03-312026-04-20

WMT WALMART INC COM108.3K shares-2.61%2026-03-312026-04-20

Broadcom Broadcom33.5K shares-3.57%2026-03-312026-04-20

Sponsored

IBIT iShares Bitcoin ETF302.8K shares-5.75%2026-03-312026-04-20

NEE NEXTERA ENERGY INC COM139.0K shares0.87%2026-03-312026-04-20

SCHR Schwab Intermediate-Term US Treasury505.4K shares13.12%2026-03-312026-04-20

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF120.9K shares306.41%2026-03-312026-04-20

TSM Taiwan Semiconductor32.4K shares-0.35%2026-03-312026-04-20

SCHD SCHWAB US DIVIDEND EQUITY ETF386.2K shares18.05%2026-03-312026-04-20

TSLA Tesla30.2K shares-9.06%2026-03-312026-04-20

VFC V F CORP COM589.8K shares-8.91%2026-03-312026-04-20

Sponsored

Gold ETF Gold ETF251.1K shares-2.55%2026-03-312026-04-20

OSCR OSCAR HEALTH INC CL A714.4K shares9.78%2026-03-312026-04-20

KMI Kinder Morgan Inc335.1K shares-9.50%2026-03-312026-04-20

Eaton Corp Eaton Corp26.8K shares-14.85%2026-03-312026-04-20

HD Home Depot31.1K shares-20.43%2026-03-312026-04-20

SCHV Schwab U.S. Large-Cap Value329.0K shares-1.75%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC CL A72.6K shares-14.78%2026-03-312026-04-20

GRID First Trust Clean Edge Smart Grid ETF57.2K shares3.77%2026-03-312026-04-20

Sponsored

EMXC iShares Emerging Markets ex China ETF117.2K shares36.32%2026-03-312026-04-20

AMGN Amgen29.4K shares6.19%2026-03-312026-04-20

PWR Quanta Services17.3K shares-12.16%2026-03-312026-04-20

PFE Pfizer366.3K shares117.49%2026-03-312026-04-20

LLY ELI LILLY & CO COM10.8K shares5.22%2026-03-312026-04-20

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND365.9K shares34.47%2026-03-312026-04-20

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I15.2K shares0.36%2026-03-312026-04-20

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF14.8K shares1.94%2026-03-312026-04-20

Sponsored

Alphabet CL C Alphabet CL C28.4K shares1.93%2026-03-312026-04-20

COWZ Pacer US Cash Cows 100 ETF139.4K shares44.92%2026-03-312026-04-20

JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST178.8K shares13.31%2026-03-312026-04-20

VUG VANGUARD GROWTH ETF17.6K shares41.57%2026-03-312026-04-20

GBTC GRAYSCALE BITCOIN TRUST ETF146.1K shares8.82%2026-03-312026-04-20

MLPX Global X MLP & Energy Infrastructure ETF120.5K shares12.59%2026-03-312026-04-20

COST Costco8.6K shares-8.42%2026-03-312026-04-20

SPEM SPDR S&P Emerging Markets156.2K shares-7.18%2026-03-312026-04-20

Sponsored

DGRO ISHARES CORE DIVIDEND GROWTH ETF108.9K shares3.60%2026-03-312026-04-20

RSG Republic Services36.3K shares-12.41%2026-03-312026-04-20

MGV VANGUARD MEGA CAP VALUE ETF50.7K shares-2.85%2026-03-312026-04-20

TXN Texas Instruments34.5K shares-5.29%2026-03-312026-04-20

XOM Exxon Mobil47.9K shares3.43%2026-03-312026-04-20

MSTR STRATEGY INC CL A NEW49.5K shares6.43%2026-03-312026-04-20

ETHA ISHARES ETHEREUM TRUST ETF378.2K shares30.54%2026-03-312026-04-20

HELO JPMorgan Hedged Equity Laddered Overlay ETF101.2K shares12.14%2026-03-312026-04-20

Sponsored

HOOD ROBINHOOD MKTS INC COM CL A75.8K shares-25.28%2026-03-312026-04-20

META Meta Platforms9.6K shares7.06%2026-03-312026-04-20

CME CME Group20.9K shares-16.81%2026-03-312026-04-20

ZETA ZETA GLOBAL HOLDINGS CORP CL A356.1K shares81.55%2026-03-312026-04-20

VTI Vanguard Total Stock Market17.9K shares1.00%2026-03-312026-04-20

JPIE JPMorgan Income ETF131.2K shares29.85%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS COM24.3K shares-18.60%2026-03-312026-04-20

NANR STATE STREET SPDR S&P NORTH AMERICAN NATURAL RESOURCES ETF70.9K shares7.78%2026-03-312026-04-20

Sponsored

DHR Danaher29.7K shares-8.13%2026-03-312026-04-20

TBIL F/M US TREASURY 3 MONTH BILL FUND113.0K shares-8.03%2026-03-312026-04-20

SCHY Schwab International Dividend Equity ETF167.9K shares12.29%2026-03-312026-04-20

NOV NOV INC COM288.6K shares32.11%2026-03-312026-04-20

MGK VANGUARD MEGA CAP GROWTH ETF13.3K shares-2.30%2026-03-312026-04-20

SOFI SOFI TECHNOLOGIES INC COM277.8K shares32.31%2026-03-312026-04-20

VO VANGUARD MID-CAP ETF17.2K shares3.81%2026-03-312026-04-20

CASY CASEYS GEN STORES INC COM7.0K shares3.15%2026-03-312026-04-20

Sponsored

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF62.3K shares-3.67%2026-03-312026-04-20

LMT Lockheed Martin8.4K shares-18.51%2026-03-312026-04-20

PZZA PAPA JOHNS INTL INC COM135.6K shares2414.95%2026-03-312026-04-20

SPHQ Powershares S&P 500 Quality62.8K shares81.66%2026-03-312026-04-20

WY Weyerhaeuser203.0K shares106.47%2026-03-312026-04-20

XBI Biotech ETF35.2K shares1002.72%2026-03-312026-04-20

BOTZ Global Robotics and AI ETF130.4K shares-4.72%2026-03-312026-04-20

SCHH Schwab REIT202.3K shares4.53%2026-03-312026-04-20

Sponsored

XRAY DENTSPLY SIRONA INC COM382.3K sharesnew addition2026-03-312026-04-20

BAX Baxter International258.1K shares95.56%2026-03-312026-04-20

ABBV Abbvie21.7K shares1.74%2026-03-312026-04-20

GRAB GRAB HOLDINGS LIMITED CLASS A ORD1.1M shares111.53%2026-03-312026-04-20

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF59.2K sharesnew addition2026-03-312026-04-20

COIN COINBASE GLOBAL INC COM CL A22.3K shares6.68%2026-03-312026-04-20

FXU First Trust Utilities ETF87.1K shares44.38%2026-03-312026-04-20

JBND JPMorgan Active Bond ETF80.2K sharesnew addition2026-03-312026-04-20

Sponsored

DIS Disney41.2K shares3.65%2026-03-312026-04-20

PAAA PGIM AAA CLO ETF82.0K shares297.32%2026-03-312026-04-20

QXO QXO INC COM NEW179.6K shares53.12%2026-03-312026-04-20

T AT&T163.7K shares-10.89%2026-03-312026-04-20

CTA Simplify Managed Futures ETF142.2K shares149.06%2026-03-312026-04-20

NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF57.7K shares10.49%2026-03-312026-04-20

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW32.3K shares11.84%2026-03-312026-04-20

MA MASTERCARD INCORPORATED CL A7.9K shares16.44%2026-03-312026-04-20

Sponsored

HON Honeywell17.4K shares14.05%2026-03-312026-04-20

IGIB ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF74.0K shares14.52%2026-03-312026-04-20

EAGL EAGLE CAPITAL SELECT EQUITY ETF119.9K shares6.52%2026-03-312026-04-20

UTHR UNITED THERAPEUTICS CORP DEL COM6.7K shares1006.95%2026-03-312026-04-20

UNH Unitedhealth Group12.3K shares-1.93%2026-03-312026-04-20

FBND FIDELITY TOTAL BOND ETF82.0K shares6.36%2026-03-312026-04-20

RTX United Technologies18.8K shares9.08%2026-03-312026-04-20

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF69.0K shares5.07%2026-03-312026-04-20

Sponsored

BAC Bank of America66.3K shares-32.03%2026-03-312026-04-20

CGCB CAPITAL GROUP CORE BOND ETF136.1K shares4.88%2026-03-312026-04-20

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF129.9K shares4.89%2026-03-312026-04-20

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND38.6K shares4.77%2026-03-312026-04-20

TFC Truist Financial72.3K shares-9.26%2026-03-312026-04-20

AXP American Express10.8K shares-18.64%2026-03-312026-04-20

HRL HORMEL FOODS CORP COM171.7K shares45.13%2026-03-312026-04-20

ASML ASML Holdings2.4K shares-35.38%2026-03-312026-04-20

Sponsored

JQUA JPMORGAN U.S. QUALITY FACTOR ETF54.7K shares0.34%2026-03-312026-04-20

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST7.2K shares3.43%2026-03-312026-04-20

OHI OMEGA HEALTHCARE INVS INC COM72.6K sharesnew addition2026-03-312026-04-20

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND33.2K shares-11.34%2026-03-312026-04-20

MTB M & T BK CORP COM15.3K shares-22.65%2026-03-312026-04-20

HIMS HIMS & HERS HEALTH INC COM CL A135.1K shares-4.60%2026-03-312026-04-20

ILF ISHARES LATIN AMERICA 40 ETF81.9K sharesnew addition2026-03-312026-04-20

VIG Vanguard Dividend Appreciation ETF13.7K shares-3.68%2026-03-312026-04-20

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF31.8K shares5.08%2026-03-312026-04-20

GLW CORNING INC COM17.8K shares-3.63%2026-03-312026-04-20

MOO Vaneck Vectors Agribusiness ETF35.5K sharesnew addition2026-03-312026-04-20

VGT VANGUARD INFORMATION TECHNOLOGY ETF3.7K shares-2.20%2026-03-312026-04-20

IVW ISHARES S&P 500 GROWTH ETF23.1K shares23.94%2026-03-312026-04-20

IVV iShares Core S&P 500 ETF4.1K shares46.70%2026-03-312026-04-20

SPHY SPDR Portfolio High Yield Bond ETF121.2K shares15.32%2026-03-312026-04-20

SLV ISHARES SILVER TRUST39.7K shares-24.52%2026-03-312026-04-20

Sponsored

PREF PRINCIPAL SPECTRUM PREFERRED SECS ACTIVE ETF148.3K shares10.57%2026-03-312026-04-20

GEV GE VERNOVA INC COM2.8K shares4.93%2026-03-312026-04-20

BUCK SIMPLIFY TREASURY OPTION INCOME ETF118.0K sharesnew addition2026-03-312026-04-20

FBTC FIDELITY WISE ORIGIN BITCOIN FUND42.5K shares-12.60%2026-03-312026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF13.9K shares6.50%2026-03-312026-04-20

Crown Castle Int. Crown Castle Int.32.2K shares110.26%2026-03-312026-04-20

CLIP Global X 1-3 Month T-Bill ETF27.4K shares-21.33%2026-03-312026-04-20

NFLX Netflix25.5K shares-9.23%2026-03-312026-04-20

Sponsored

MELI MercadoLibre1.4K shares97.41%2026-03-312026-04-20

BKLN INVESCO SENIOR LOAN ETF131.7K shares1.84%2026-03-312026-04-20

CLSK CLEANSPARK INC COM NEW240.2K shares10.38%2026-03-312026-04-20

ITOT iShares Core S&P Total U.S. Stock Market ETF17.5K shares-24.98%2026-03-312026-04-20

AMAT Applied Materials6.7K shares7.05%2026-03-312026-04-20

CRK COMSTOCK RES INC COM160.7K shares254.21%2026-03-312026-04-20

MKL Markel1.3K shares-20.24%2026-03-312026-04-20

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF19.3K shares57.16%2026-03-312026-04-20

Sponsored

SAP SAP SE SPON ADR14.9K shares85.42%2026-03-312026-04-20

BBAI BIGBEAR AI HLDGS INC COM679.1K shares15.36%2026-03-312026-04-20

STANLEY BLACK & DECKER INC COM STANLEY BLACK & DECKER INC COM38.1K shares465.35%2026-03-312026-04-20

V Visa8.0K shares-0.26%2026-03-312026-04-20

PEP Pepsi16.3K shares38.45%2026-03-312026-04-20

CRS CARPENTER TECHNOLOGY CORP COM5.9K shares0.00%2026-03-312026-04-20

VRTX Vertex Pharma5.6K shares15.64%2026-03-312026-04-20

CAT Caterpillar3.2K shares47.39%2026-03-312026-04-20

Sponsored

APH AMPHENOL CORP CL A16.5K shares-1.01%2026-03-312026-04-20

COF CAPITAL ONE FINL CORP COM11.8K shares1.52%2026-03-312026-04-20

SO SOUTHERN CO COM25.3K shares-7.49%2026-03-312026-04-20

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF40.4K shares-0.24%2026-03-312026-04-20

DFCF DIMENSIONAL CORE FIXED INCOME ETF53.8K shares34.57%2026-03-312026-04-20

FCX Freeport-McMoran33.3K shares371.11%2026-03-312026-04-20

NKE Nike50.1K shares1438.69%2026-03-312026-04-20

MCD McDonalds7.4K shares-12.43%2026-03-312026-04-20

Sponsored

IWF iShares Russell 1000 Growth ETF4.8K shares2.85%2026-03-312026-04-20

ORCL ORACLE CORP COM13.3K shares1.20%2026-03-312026-04-20

NDAQ Nasdaq Inc25.1K shares-0.14%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC COM2.5K shares62.48%2026-03-312026-04-20

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF67.2K shares-1.30%2026-03-312026-04-20

UPS United Parcel Service20.1K shares28.27%2026-03-312026-04-20

VST VISTRA CORP COM12.8K shares-13.63%2026-03-312026-04-20

SHOP Shopify16.3K shares-26.97%2026-03-312026-04-20

Sponsored

CMCSA Comcast71.7K shares-9.48%2026-03-312026-04-20

KWEB KRANESHARES CSI CHINA INTERNET ETF67.8K shares24.81%2026-03-312026-04-20

LOW Lowes8.2K shares0.53%2026-03-312026-04-20

ALB Albemarle10.8K shares-72.36%2026-03-312026-04-20

KLAC KLA CORP COM NEW1.1K shares-18.80%2026-03-312026-04-20

SPYG S&P Growth ETF18.0K shares0.28%2026-03-312026-04-20

SYK STRYKER CORPORATION COM5.7K shares-2.23%2026-03-312026-04-20

CRWD Crowdstrike4.8K shares-23.42%2026-03-312026-04-20

Sponsored

Merck Merck16.6K shares5.09%2026-03-312026-04-20

TJX TJX COS INC NEW COM12.2K shares0.38%2026-03-312026-04-20

PTL INSPIRE 500 ETF7.3K shares60.82%2026-03-312026-04-20

WDAY WORKDAY INC CL A15.4K shares10.89%2026-03-312026-04-20

CSCO Cisco23.0K shares11.14%2026-03-312026-04-20

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF33.7K shares31.92%2026-03-312026-04-20

INTU INTUIT COM4.8K shares80.24%2026-03-312026-04-20

JCPB JPMORGAN CORE PLUS BOND ETF38.8K shares8.08%2026-03-312026-04-20

Sponsored

WPC WP CAREY INC COM25.3K shares-0.02%2026-03-312026-04-20

AER AERCAP HOLDINGS NV SHS12.2K shares-32.43%2026-03-312026-04-20

VTV VANGUARD VALUE ETF8.8K shares2.66%2026-03-312026-04-20

AA ALCOA CORP COM25.2K shares-12.47%2026-03-312026-04-20

CGCP CAPITAL GROUP CORE PLUS INCOME ETF78.4K shares5.01%2026-03-312026-04-20

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF11.3K shares12.38%2026-03-312026-04-20

VBK VANGUARD SMALL-CAP GROWTH ETF5.2K shares13.68%2026-03-312026-04-20

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF11.4K shares-5.06%2026-03-312026-04-20

Sponsored

GLDM SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST17.8K sharesnew addition2026-03-312026-04-20

LEN Lennar19.1K shares-0.91%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC COM6.5K shares5.68%2026-03-312026-04-20

CGGR CAPITAL GROUP GROWTH ETF37.9K shares-1.59%2026-03-312026-04-20

ABT Abbott Labs16.5K shares-44.57%2026-03-312026-04-20

GUNR FLEXSHARES MORNINGSTAR GLOBAL UPSTREAM NATURAL RESOURCES INDEX FUND30.2K sharesnew addition2026-03-312026-04-20

WM WASTE MGMT INC DEL COM7.4K shares-6.40%2026-03-312026-04-20

BA Boeing7.2K shares-2.46%2026-03-312026-04-20

Sponsored

GXO GXO LOGISTICS INCORPORATED COMMON STOCK29.1K shares286.82%2026-03-312026-04-20

SPGI S&P GLOBAL INC COM3.8K shares210.67%2026-03-312026-04-20

SECT MAIN SECTOR ROTATION ETF24.6K shares-34.97%2026-03-312026-04-20

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM13.6K shares-1.51%2026-03-312026-04-20

PG PROCTER & GAMBLE CO COM10.9K shares-6.27%2026-03-312026-04-20

STT STATE STR CORP COM10.8K shares81.43%2026-03-312026-04-20

WMB Williams Company21.3K shares70.16%2026-03-312026-04-20

ADI ANALOG DEVICES INC COM4.3K shares-0.96%2026-03-312026-04-20

Sponsored

VTEB VANGUARD TAX-EXEMPT BOND ETF29.6K sharesnew addition2026-03-312026-04-20

IVE ISHARES S&P 500 VALUE ETF6.8K shares11.89%2026-03-312026-04-20

ENB Enbridge27.7K shares3.58%2026-03-312026-04-20

VB Vanguard Small Cap5.2K shares8.16%2026-03-312026-04-20

VZ Verizon31.9K shares-14.74%2026-03-312026-04-20

KO Coca Cola19.0K shares-12.75%2026-03-312026-04-20

CGDV CAPITAL GROUP DIVIDEND VALUE ETF31.3K shares-1.26%2026-03-312026-04-20

WFC Wells Fargo17.7K shares-4.10%2026-03-312026-04-20

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DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF38.8K shares-0.68%2026-03-312026-04-20

IWM ISHARES RUSSELL 2000 ETF5.2K shares15.13%2026-03-312026-04-20

FLBL FRANKLIN SENIOR LOAN ETF FRANKLIN LIBERTY SENIOR LOAN FUND60.5K shares2.21%2026-03-312026-04-20

WWD WOODWARD INC COM3.4K shares-54.56%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP COM4.5K shares-1.07%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO COM5.9K shares55.19%2026-03-312026-04-20

KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW17.7K shares-7.41%2026-03-312026-04-20

GLD SPDR GOLD SHARES2.9K shares2.32%2026-03-312026-04-20

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IJK iShares S&P Mid-Cap Growth ETF11.9K shares1.78%2026-03-312026-04-20

GE Aerospace GE Aerospace4.0K shares1.14%2026-03-312026-04-20

EL LAUDER ESTEE COS INC CL A16.2K shares4.51%2026-03-312026-04-20

O REALTY INCOME CORP COM19.4K shares1.79%2026-03-312026-04-20

SMH Semiconductor ETF2.7K shares1.27%2026-03-312026-04-20

EMR EMERSON ELEC CO COM8.7K shares-0.41%2026-03-312026-04-20

SCHW SCHWAB CHARLES CORP COM12.0K shares93.18%2026-03-312026-04-20

DFSV DIMENSIONAL US SMALL CAP VALUE ETF32.9K shares-0.98%2026-03-312026-04-20

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MSI Motorola Solutions2.7K sharesnew addition2026-03-312026-04-20

IEI ISHARES 3-7 YEAR TREASURY BOND ETF9.9K shares22.06%2026-03-312026-04-20

IWO ISHARES RUSSELL 2000 GROWTH ETF3.4K shares8.14%2026-03-312026-04-20

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF24.2K shares68.72%2026-03-312026-04-20

DE Deere & Co2.0K shares6.77%2026-03-312026-04-20

TFI STATE STREET SPDR NUVEEN ICE MUNICIPAL BOND ETF25.2K sharesnew addition2026-03-312026-04-20

MO Altria Group17.8K shares-1.23%2026-03-312026-04-20

MDYV STATE STREET SPDR S&P 400 MID CAP VALUE ETF12.7K shares17.16%2026-03-312026-04-20

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ELV ELEVANCE HEALTH INC FORMERLY A COM3.6K shares-4.28%2026-03-312026-04-20

SPMO INVESCO S&P 500 MOMENTUM ETF8.9K shares-22.68%2026-03-312026-04-20

HUM HUMANA INC COM5.6K shares0.88%2026-03-312026-04-20

ICE INTERCONTINENTAL EXCHANGE INC COM6.6K shares-1.17%2026-03-312026-04-20

ALLW SPDR Bridgewater All Weather ETF36.2K shares62.49%2026-03-312026-04-20

TT TRANE TECHNOLOGIES PLC SHS2.3K shares-2.76%2026-03-312026-04-20

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW4.0K shares6.33%2026-03-312026-04-20

BIBL INSPIRE 100 ETF20.4K shares-49.69%2026-03-312026-04-20

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SLYV S&P Small Cap Value ETF10.4K shares14.44%2026-03-312026-04-20

SCHF Schwab International38.6K sharesnew addition2026-03-312026-04-20

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USFR WISDOMTREE FLOATING RATE TREASURY FUND19.4K shares2.25%2026-03-312026-04-20

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VEA Vanguard FTSE Developed Markets14.1K shares11.10%2026-03-312026-04-20

RPM RPM INTL INC COM9.1K shares-0.02%2026-03-312026-04-20

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QQQM INVESCO NASDAQ 100 ETF3.6K shares151.38%2026-03-312026-04-20

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FITB FIFTH THIRD BANCORP COM18.8K sharesnew addition2026-03-312026-04-20

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EXPE EXPEDIA GROUP INC COM NEW3.5K shares35.84%2026-03-312026-04-20

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FDVV FIDELITY HIGH DIVIDEND ETF15.6K shares9.31%2026-03-312026-04-20

PSTG EVERPURE INC CL A13.9K shares23.88%2026-03-312026-04-20

EFV ISHARES MSCI EAFE VALUE ETF11.4K sharesnew addition2026-03-312026-04-20

PFF ISHARES PREFERRED & INCOME SECURITIES ETF28.3K shares0.88%2026-03-312026-04-20

GVLU GOTHAM 1000 VALUE ETF33.7K shares-7.57%2026-03-312026-04-20

APLD APPLIED DIGITAL CORP COM NEW28.1K shares-28.90%2026-03-312026-04-20

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QUAL iShares Edge MSCI USA Quality Factor4.2K shares30.98%2026-03-312026-04-20

IEMG iShares Core MSCI Emerging Markets ETF11.3K shares14.16%2026-03-312026-04-20

SDIV GLOBAL X SUPERDIVIDEND ETF32.9K shares5.47%2026-03-312026-04-20

SPYI NEOS S&P 500 HIGH INCOME ETF16.4K shares3.47%2026-03-312026-04-20

VDE VANGUARD ENERGY ETF5.3K shares-5.43%2026-03-312026-04-20

QTUM Defiance Quantum ETF6.8K shares147.74%2026-03-312026-04-20

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UTES VIRTUS REAVES UTILITIES ETF10.0K shares3.20%2026-03-312026-04-20

ET ENERGY TRANSFER L P COM UT LTD PTN43.9K shares-3.71%2026-03-312026-04-20

PDI PIMCO DYNAMIC INCOME FD SHS47.0K shares3.42%2026-03-312026-04-20

SCHA Schwab U.S. Small-Cap25.6K shares11.78%2026-03-312026-04-20

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UBER UBER TECHNOLOGIES INC COM10.4K shares9.09%2026-03-312026-04-20

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RYLD GLOBAL X RUSSELL 2000 COVERED CALL ETF51.0K shares4.76%2026-03-312026-04-20

EQT CORP COM EQT CORP COM13.6K sharesnew addition2026-03-312026-04-20

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LINDE PLC SHS LINDE PLC SHS1.5K shares3.86%2026-03-312026-04-20

FLOT ISHARES FLOATING RATE BOND ETF14.8K shares-11.88%2026-03-312026-04-20

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CORZZ CORE SCIENTIFIC INC NEW WT EXP 01232937.8K shares-8.26%2026-03-312026-04-20

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IGSB iShares 1-3 Year Credit Bond ETF13.2K shares2.41%2026-03-312026-04-20

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EFA ISHARES MSCI EAFE ETF6.6K shares-10.26%2026-03-312026-04-20

MCO MOODYS CORP COM1.5K shares-87.64%2026-03-312026-04-20

QQH HCM DEFENDER 100 INDEX ETF9.1K shares-35.21%2026-03-312026-04-20

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J JACOBS SOLUTIONS INC COM5.2K shares-38.41%2026-03-312026-04-20

DASH DoorDash3.6K shares187.63%2026-03-312026-04-20

SCHE Schwab Emerging Markets18.3K sharesnew addition2026-03-312026-04-20

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MU MICRON TECHNOLOGY INC COM1.4K shares60.16%2026-03-312026-04-20

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EXC EXELON CORP COM13.4K shares-2.15%2026-03-312026-04-20

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GH GUARDANT HEALTH INC COM7.5K shares13.79%2026-03-312026-04-20

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR11.0K shares-5.16%2026-03-312026-04-20

LGH HCM DEFENDER 500 INDEX ETF10.7K shares-33.34%2026-03-312026-04-20

VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF7.4K shares-6.39%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS1.2K shares21.17%2026-03-312026-04-20

TGT TARGET CORP COM5.0K sharesnew addition2026-03-312026-04-20

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF11.6K shares62.29%2026-03-312026-04-20

XEL XCEL ENERGY INC COM7.6K shares0.69%2026-03-312026-04-20

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ROK ROCKWELL AUTOMATION INC COM1.5K shares13.29%2026-03-312026-04-20

FBNC FIRST BANCORP N C COM10.0K shares0.00%2026-03-312026-04-20

TMO THERMO FISHER SCIENTIFIC INC COM1.1K shares97.46%2026-03-312026-04-20

Blackrock Blackrock552 shares-1.95%2026-03-312026-04-20

SOXX ISHARES SEMICONDUCTOR ETF1.4K shares-14.87%2026-03-312026-04-20

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DUHP DIMENSIONAL US HIGH PROFITABILITY ETF14.6K sharesnew addition2026-03-312026-04-20

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JEPI JPMORGAN EQUITY PREMIUM INCOME ETF9.7K shares4.16%2026-03-312026-04-20

IDU ISHARES U.S. UTILITIES ETF4.7K shares4.96%2026-03-312026-04-20

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DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF13.0K shares-4.40%2026-03-312026-04-20

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SPYC SIMPLIFY US EQUITY PLUS CONVEXITY ETF12.7K shares-0.73%2026-03-312026-04-20

IUSG ISHARES CORE S&P U.S. GROWTH ETF3.1K shares73.49%2026-03-312026-04-20

PECO PHILLIPS EDISON & CO INC COMMON STOCK13.7K shares-10.61%2026-03-312026-04-20

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ARKK ARK INNOVATION ETF6.8K shares-5.37%2026-03-312026-04-20

IYY ISHARES DOW JONES U.S. ETF3.0K shares0.23%2026-03-312026-04-20

CORZW CORE SCIENTIFIC INC NEW WT EXP 01232741.2K shares-18.97%2026-03-312026-04-20

GOF GUGGENHEIM STRATEGIC OPPORTUN COM SBI45.2K shares-0.79%2026-03-312026-04-20

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XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF6.3K shares-1.02%2026-03-312026-04-20

WRB BERKLEY W R CORP COM7.7K shares-0.06%2026-03-312026-04-20

BMY Bristol Myers Squibb8.8K shares-5.19%2026-03-312026-04-20

NI NISOURCE INC COM10.6K sharesnew addition2026-03-312026-04-20

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EPD ENTERPRISE PRODS PARTNERS L P COM12.9K shares1.15%2026-03-312026-04-20

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SON SONOCO PRODS CO COM8.7K shares-1.23%2026-03-312026-04-20

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D Dominion7.4K shares0.28%2026-03-312026-04-20

FAST Fastenal10.4K sharesnew addition2026-03-312026-04-20

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF13.6K shares7.25%2026-03-312026-04-20

ITA iShares U.S. Aerospace & Defense1.9K shares7.45%2026-03-312026-04-20

ETR ENTERGY CORP NEW COM3.9K shares0.52%2026-03-312026-04-20

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IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF7.5K shares31.53%2026-03-312026-04-20

SKOR FLEXSHARES CREDIT-SCORED US CORPORATE BOND INDEX FUND9.1K sharesnew addition2026-03-312026-04-20

NUE NUCOR CORP COM2.3K shares0.22%2026-03-312026-04-20

CPER UNITED STATES COPPER INDEX FUND11.7K sharesnew addition2026-03-312026-04-20

ASTS AST SPACEMOBILE INC COM CL A5.0K shares37.46%2026-03-312026-04-20

DTE DTE ENERGY CO COM2.9K shares0.76%2026-03-312026-04-20

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF8.2K shares4.09%2026-03-312026-04-20

SCHB Schwab U.S. Broad Market15.8K shares-14.35%2026-03-312026-04-20

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YUM YUM BRANDS INC COM2.6K shares-0.08%2026-03-312026-04-20

AMCOR PLC COM NEW AMCOR PLC COM NEW10.4K sharesnew addition2026-03-312026-04-20

VWO Vanguard FTSE Emerging Markets7.2K shares21.72%2026-03-312026-04-20

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.8K shares26.83%2026-03-312026-04-20

IFRA iShares U.S. Infrastructure ETF7.0K sharesnew addition2026-03-312026-04-20

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A6.8K shares-8.79%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC CL A7.0K shares-5.56%2026-03-312026-04-20

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF9.5K sharesnew addition2026-03-312026-04-20

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CHTR Charter Communications1.8K shares-3.13%2026-03-312026-04-20

PKE PARK AEROSPACE CORP COM11.9K shares0.52%2026-03-312026-04-20

TECB ISHARES U.S. TECH BREAKTHROUGH MULTISECTOR ETF6.4K shares-11.70%2026-03-312026-04-20

GILD Gilead Sciences2.8K shares-0.69%2026-03-312026-04-20

BKLC BNY MELLON US LARGE CAP CORE EQUITY ETF2.9K shares5.52%2026-03-312026-04-20

NOW SERVICENOW INC COM4.1K shares-54.71%2026-03-312026-04-20

IAT ISHARES U.S. REGIONAL BANKS ETF6.5K shares-9.66%2026-03-312026-04-20

TYG TORTOISE ENERGY INFRSTRCTR CP COM7.9K shares9.30%2026-03-312026-04-20

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ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS2.4K sharesnew addition2026-03-312026-04-20

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF3.8K shares-1.85%2026-03-312026-04-20

PSLV SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER14.5K shares-13.31%2026-03-312026-04-20

MBB ISHARES MBS ETF3.9K shares-22.68%2026-03-312026-04-20

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF2.1K shares23.52%2026-03-312026-04-20

RIO Rio Tinto PLC ADR3.7K shares45.53%2026-03-312026-04-20

FTNT Fortinet4.6K shares-9.41%2026-03-312026-04-20

JPST JPMORGAN ULTRA-SHORT INCOME ETF7.2K shares-22.80%2026-03-312026-04-20

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RGLD ROYAL GOLD INC COM1.3K shares-16.57%2026-03-312026-04-20

USB US BANCORP COM NEW6.3K shares-5.47%2026-03-312026-04-20

VFH VANGUARD FINANCIALS ETF2.8K shares-23.68%2026-03-312026-04-20

RFG INVESCO S&P MIDCAP 400 PURE GROWTH ETF6.0K shares30.15%2026-03-312026-04-20

STRL Sterling Infrastructure, Inc.773 sharesnew addition2026-03-312026-04-20

Bluerock Total Income & Real Estate Bluerock Total Income & Real Estate21.6K shares-39.86%2026-03-312026-04-20

CL COLGATE PALMOLIVE CO COM4.2K shares-45.21%2026-03-312026-04-20

IWY ISHARES RUSSELL TOP 200 GROWTH ETF1.3K shares-9.12%2026-03-312026-04-20

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IUSV ISHARES CORE S&P US VALUE ETF3.3K sharesnew addition2026-03-312026-04-20

CORZ CORE SCIENTIFIC INC NEW COM18.1K shares-24.03%2026-03-312026-04-20

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH7.4K shares0.00%2026-03-312026-04-20

EIPI FT ENERGY INCOME PARTNERS ENHANCED INCOME ETF15.4K shares0.00%2026-03-312026-04-20

PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER7.9K shares-0.92%2026-03-312026-04-20

GNRC GENERAC HLDGS INC COM1.6K shares-12.10%2026-03-312026-04-20

Accenture Accenture1.7K shares-29.33%2026-03-312026-04-20

EFR EATON VANCE SR FLTNG RTE TR COM31.2K shares-28.53%2026-03-312026-04-20

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IXJ ISHARES GLOBAL HEALTHCARE ETF3.4K shares-7.57%2026-03-312026-04-20

ECL ECOLAB INC COM1.2K shares4.82%2026-03-312026-04-20

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF5.0K shares8.58%2026-03-312026-04-20

BND VANGUARD TOTAL BOND MARKET ETF4.4K shares-3.73%2026-03-312026-04-20

LBRDK LIBERTY BROADBAND CORP COM SER C6.2K shares3.95%2026-03-312026-04-20

ETY EATON VANCE TAX-MANAGED DIVERS COM21.9K shares-4.15%2026-03-312026-04-20

IVLU ISHARES MSCI INTL VALUE FACTOR ETF7.6K shares-0.24%2026-03-312026-04-20

Powershares S&P 500 Low Volatility Powershares S&P 500 Low Volatility4.3K shares-7.15%2026-03-312026-04-20

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SHV iShares Short-Term Treasury ETF2.8K shares-91.33%2026-03-312026-04-20

THE CIGNA GROUP COM THE CIGNA GROUP COM1.2K shares-7.81%2026-03-312026-04-20

VT Vanguard Total World Stock2.0K sharesnew addition2026-03-312026-04-20

USMV ISHARES MSCI USA MIN VOL FACTOR ETF3.1K shares18.32%2026-03-312026-04-20

ETHE GRAYSCALE ETHEREUM STAKING ETF15.3K shares16.68%2026-03-312026-04-20

SDY STATE STREET SPDR S&P DIVIDEND ETF2.0K shares-1.37%2026-03-312026-04-20

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF4.7K sharesnew addition2026-03-312026-04-20

Sponsored

CAH CARDINAL HEALTH INC COM1.4K shares28.43%2026-03-312026-04-20

VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF VANGUARD WELLINGTON U.S. VALUE ACTIVE ETF4.5K sharesnew addition2026-03-312026-04-20

TOTALENERGIES SE ACT TOTALENERGIES SE ACT3.4K shares-7.91%2026-03-312026-04-20

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF3.7K shares-8.69%2026-03-312026-04-20

VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF VANGUARD WELLINGTON U.S. GROWTH ACTIVE ETF4.7K sharesnew addition2026-03-312026-04-20

ILCG ISHARES MORNINGSTAR GROWTH ETF2.7K shares0.00%2026-03-312026-04-20

EOG EOG Resources2.2K shares-9.62%2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP COM3.0K shares-12.93%2026-03-312026-04-20

Sponsored

AHR AMERICAN HEALTHCARE REIT INC COM SHS5.8K shares0.00%2026-03-312026-04-20

CTVA CORTEVA INC COM3.5K shares-12.52%2026-03-312026-04-20

PHM Pulte Group2.3K shares-2.85%2026-03-312026-04-20

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF2.4K shares-19.78%2026-03-312026-04-20

CENCORA INC COM CENCORA INC COM878 shares3.05%2026-03-312026-04-20

NEM Newmont Corp2.5K sharesnew addition2026-03-312026-04-20

IYJ ISHARES U.S. INDUSTRIALS ETF1.8K shares0.17%2026-03-312026-04-20

VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF10.9K shares-23.50%2026-03-312026-04-20

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF4.6K shares-31.20%2026-03-312026-04-20

CB CHUBB LTD SWITZ COM828 shares0.73%2026-03-312026-04-20

AGNC AGNC INVT CORP COM25.2K shares-5.69%2026-03-312026-04-20

BLOK AMPLIFY BLOCKCHAIN TECHNOLOGY ETF4.6K shares-2.49%2026-03-312026-04-20

VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF VANGUARD WELLINGTON DIVIDEND GROWTH ACTIVE ETF4.5K sharesnew addition2026-03-312026-04-20

IDEV ISHARES CORE MSCI INTERNATIONAL DEVELOPED MARKETS ETF3.0K sharesnew addition2026-03-312026-04-20

RF REGIONS FINANCIAL CORP NEW COM9.6K shares0.85%2026-03-312026-04-20

HALO HALOZYME THERAPEUTICS INC COM3.9K shares-36.01%2026-03-312026-04-20

Sponsored

CIBR First Trust Cybersecurity ETF4.1K shares-92.52%2026-03-312026-04-20

PTC PTC INC COM1.9K shares-55.46%2026-03-312026-04-20

WMS ADVANCED DRAIN SYS INC DEL COM1.8K shares0.00%2026-03-312026-04-20

HDV iShares High Dividend ETF2.0K shares9.30%2026-03-312026-04-20

SRE SEMPRA COM2.7K shares0.41%2026-03-312026-04-20

MFC MANULIFE FINL CORP COM6.7K sharesnew addition2026-03-312026-04-20

ALL Allstate1.2K shares-52.59%2026-03-312026-04-20

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR7.0K shares-2.28%2026-03-312026-04-20

Sponsored

TLT ISHARES 20 YEAR TREASURY BOND ETF2.9K shares-11.55%2026-03-312026-04-20

GPN GLOBAL PMTS INC COM3.6K shares0.39%2026-03-312026-04-20

IGOV ISHARES INTERNATIONAL TREASURY BOND ETF6.0K shares0.00%2026-03-312026-04-20

IYF ISHARES U.S. FINANCIALS ETF2.0K shares0.50%2026-03-312026-04-20

BP BP PLC SPONSORED ADR5.4K shares-75.55%2026-03-312026-04-20

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF5.4K sharesnew addition2026-03-312026-04-20

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK10.1K shares0.00%2026-03-312026-04-20

USLM UNITED STS LIME & MINERALS INC COM1.9K shares0.00%2026-03-312026-04-20

Sponsored

NNN NNN REIT INC COM5.6K shares1.06%2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC COM826 shares-6.14%2026-03-312026-04-20

ESGU ISHARES ESG AWARE MSCI USA ETF1.6K shares19.21%2026-03-312026-04-20

ESGV VANGUARD ESG U.S. STOCK ETF2.0K shares1.31%2026-03-312026-04-20

CELESTICA INC COM CELESTICA INC COM641 sharesnew addition2026-03-312026-04-20

WDC WESTERN DIGITAL CORP COM668 sharesnew addition2026-03-312026-04-20

IYG ISHARES US FINANCIAL SERVICES ETF2.8K shares-3.83%2026-03-312026-04-20

GDMN WISDOMTREE EFFICIENT GOLD PLUS GOLD MINERS STRATEGY FUND2.2K sharesnew addition2026-03-312026-04-20

Sponsored

OEF iShares S&P 100685 sharesnew addition2026-03-312026-04-20

PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST5.3K shares-9.67%2026-03-312026-04-20

TMDX TRANSMEDICS GROUP INC COM2.0K sharesnew addition2026-03-312026-04-20

DLR DIGITAL RLTY TR INC COM1.2K sharesnew addition2026-03-312026-04-20

AAPL

Apple

-4.38%

Shares231.6K

Event2026-03-31

Filed2026-04-20

MSFT

Microsoft

-0.54%

Shares115.6K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION COM

-1.61%

Shares200.6K

Event2026-03-31

Filed2026-04-20

AMZN

Amazon

-3.95%

Shares153.7K

Event2026-03-31

Filed2026-04-20

JPM

JPMorgan Chase

-12.05%

Shares119.4K

Event2026-03-31

Filed2026-04-20

SPYM

STATE STREET SPDR PORTFOLIO S&P 500 ETF

895.84%

Shares434.7K

Event2026-03-31

Filed2026-04-20

SPY

STATE STREET SPDR S&P 500 ETF

-49.76%

Shares41.5K

Event2026-03-31

Filed2026-04-20

SPDW

SPDR S&P World ex-US

7.69%

Shares592.4K

Event2026-03-31

Filed2026-04-20

Alphabet CL A

-5.83%

Shares76.7K

Event2026-03-31

Filed2026-04-20

IJR

iShares S&P Small Cap ETF

18.90%

Shares193.4K

Event2026-03-31

Filed2026-04-20

Berkshire Hathaway CL B

-12.35%

Shares49.7K

Event2026-03-31

Filed2026-04-20

BABA

ALIBABA GROUP HLDG LTD SPONSORED ADS

9.83%

Shares164.4K

Event2026-03-31

Filed2026-04-20

SCHG

Schwab U.S. Large-Cap Growth

-10.99%

Shares598.6K

Event2026-03-31

Filed2026-04-20

COP

Conocophillips

-12.55%

Shares149.4K

Event2026-03-31

Filed2026-04-20

INTC

Intel

4.39%

Shares273.0K

Event2026-03-31

Filed2026-04-20

JNJ

Johnson & Johnson

-4.22%

Shares70.7K

Event2026-03-31

Filed2026-04-20

CPS

COOPER-STANDARD HOLDINGS INC COM

0.52%

Shares504.0K

Event2026-03-31

Filed2026-04-20

Morgan Stanley

-19.08%

Shares79.8K

Event2026-03-31

Filed2026-04-20

BIL

STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF

0.76%

Shares161.2K

Event2026-03-31

Filed2026-04-20

PYPL

Paypal

62.68%

Shares288.7K

Event2026-03-31

Filed2026-04-20

CVX

Chevron

268.50%

Shares76.7K

Event2026-03-31

Filed2026-04-20

WWJD

INSPIRE INTERNATIONAL ETF

-1.42%

Shares346.5K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC COM

-2.61%

Shares108.3K

Event2026-03-31

Filed2026-04-20

Broadcom

-3.57%

Shares33.5K

Event2026-03-31

Filed2026-04-20

IBIT

iShares Bitcoin ETF

-5.75%

Shares302.8K

Event2026-03-31

Filed2026-04-20

NEE

NEXTERA ENERGY INC COM

0.87%

Shares139.0K

Event2026-03-31

Filed2026-04-20

SCHR

Schwab Intermediate-Term US Treasury

13.12%

Shares505.4K

Event2026-03-31

Filed2026-04-20

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

306.41%

Shares120.9K

Event2026-03-31

Filed2026-04-20

TSM

Taiwan Semiconductor

-0.35%

Shares32.4K

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB US DIVIDEND EQUITY ETF

18.05%

Shares386.2K

Event2026-03-31

Filed2026-04-20

TSLA

Tesla

-9.06%

Shares30.2K

Event2026-03-31

Filed2026-04-20

VFC

V F CORP COM

-8.91%

Shares589.8K

Event2026-03-31

Filed2026-04-20

Gold ETF

-2.55%

Shares251.1K

Event2026-03-31

Filed2026-04-20

OSCR

OSCAR HEALTH INC CL A

9.78%

Shares714.4K

Event2026-03-31

Filed2026-04-20

KMI

Kinder Morgan Inc

-9.50%

Shares335.1K

Event2026-03-31

Filed2026-04-20

Eaton Corp

-14.85%

Shares26.8K

Event2026-03-31

Filed2026-04-20

Home Depot

-20.43%

Shares31.1K

Event2026-03-31

Filed2026-04-20

SCHV

Schwab U.S. Large-Cap Value

-1.75%

Shares329.0K

Event2026-03-31

Filed2026-04-20

PLTR

PALANTIR TECHNOLOGIES INC CL A

-14.78%

Shares72.6K

Event2026-03-31

Filed2026-04-20

GRID

First Trust Clean Edge Smart Grid ETF

3.77%

Shares57.2K

Event2026-03-31

Filed2026-04-20

EMXC

iShares Emerging Markets ex China ETF

36.32%

Shares117.2K

Event2026-03-31

Filed2026-04-20

AMGN

Amgen

6.19%

Shares29.4K

Event2026-03-31

Filed2026-04-20

PWR

Quanta Services

-12.16%

Shares17.3K

Event2026-03-31

Filed2026-04-20

PFE

Pfizer

117.49%

Shares366.3K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO COM

5.22%

Shares10.8K

Event2026-03-31

Filed2026-04-20

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

34.47%

Shares365.9K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TRUST SERIES I

0.36%

Shares15.2K

Event2026-03-31

Filed2026-04-20

VANGUARD S&P 500 ETF

1.94%

Shares14.8K

Event2026-03-31

Filed2026-04-20

Alphabet CL C

1.93%

Shares28.4K

Event2026-03-31

Filed2026-04-20

COWZ

Pacer US Cash Cows 100 ETF

44.92%

Shares139.4K

Event2026-03-31

Filed2026-04-20

JPIB

JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST

13.31%

Shares178.8K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD GROWTH ETF

41.57%

Shares17.6K

Event2026-03-31

Filed2026-04-20

GBTC

GRAYSCALE BITCOIN TRUST ETF

8.82%

Shares146.1K

Event2026-03-31

Filed2026-04-20

MLPX

Global X MLP & Energy Infrastructure ETF

12.59%

Shares120.5K

Event2026-03-31

Filed2026-04-20

COST

Costco

-8.42%

Shares8.6K

Event2026-03-31

Filed2026-04-20

SPEM

SPDR S&P Emerging Markets

-7.18%

Shares156.2K

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

3.60%

Shares108.9K

Event2026-03-31

Filed2026-04-20

RSG

Republic Services

-12.41%

Shares36.3K

Event2026-03-31

Filed2026-04-20

MGV

VANGUARD MEGA CAP VALUE ETF

-2.85%

Shares50.7K

Event2026-03-31

Filed2026-04-20

TXN

Texas Instruments

-5.29%

Shares34.5K

Event2026-03-31

Filed2026-04-20

XOM

Exxon Mobil

3.43%

Shares47.9K

Event2026-03-31

Filed2026-04-20

MSTR

STRATEGY INC CL A NEW

6.43%

Shares49.5K

Event2026-03-31

Filed2026-04-20

ETHA

ISHARES ETHEREUM TRUST ETF

30.54%

Shares378.2K

Event2026-03-31

Filed2026-04-20

HELO

JPMorgan Hedged Equity Laddered Overlay ETF

12.14%

Shares101.2K

Event2026-03-31

Filed2026-04-20

HOOD

ROBINHOOD MKTS INC COM CL A

-25.28%

Shares75.8K

Event2026-03-31

Filed2026-04-20