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The Analysis of Financial Freedom, LLC's Holdings & P&L

Currently, Financial Freedom, LLC holds 426 types of securities in its portfolio with a total value $200.8M. In the most recent quarter, they have increased their positions in ISCF (+33.4K shares, valued at $1.4M), UTES (+13.5K shares, valued at $1.1M), IYF (+7.9K shares, valued at $926.4K); decreased their positions in VFH (-8.6K shares, valued at $1.0M), XLE (-10.9K shares, valued at $665.5K), XLF (-11.6K shares, valued at $571.5K); initiated new positions in UTES (+13.5K shares, valued at $1.1M), SCHW (+485 shares, valued at $45.6K), IUSB (+966 shares, valued at $44.6K); completely sold out of IHI (previously valued at $10.3K).

1M P&L

+9.0M+4.64%

3M P&L

-77.0M-27.50%

HY P&L

-65.0M-24.25%

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/A157.3M

85.6%

2Household & Personal Products5.7M

3.1%

3Consumer Electronics2.7M

1.5%

Top Industries by Stock Count

1N/A192 stocks

48.5%

2Drug Manufacturers - General10 stocks

2.5%

3Software - Application9 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCIT VANGUARD SCOTTSDALE FDS183.5K shares3.86%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR24.4K shares-1.58%2026-03-312026-04-30

VGT VANGUARD WORLD FD14.9K shares-0.15%2026-03-312026-04-30

SMH VANECK ETF TRUST19.1K shares-0.49%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR119.1K shares-8.36%2026-03-312026-04-30

VCR VANGUARD WORLD FD18.3K shares-0.20%2026-03-312026-04-30

IMTM ISHARES TR130.4K shares-1.20%2026-03-312026-04-30

PG PROCTER &GAMBLE CO39.2K shares0.05%2026-03-312026-04-30

Sponsored

XLV SELECT SECTOR SPDR TR36.6K shares-5.73%2026-03-312026-04-30

VFH VANGUARD WORLD FD40.2K shares-17.59%2026-03-312026-04-30

IYW ISHARES TR26.3K shares-2.33%2026-03-312026-04-30

DTCR GLOBAL X FDS167.2K shares2.24%2026-03-312026-04-30

VFMO VANGUARD WELLINGTON FD19.2K shares4.39%2026-03-312026-04-30

VB VANGUARD INDEX FDS14.3K shares-11.04%2026-03-312026-04-30

IWY ISHARES TR14.0K shares-5.03%2026-03-312026-04-30

XSMO INVESCO EXCHANGE TRADED FD T45.7K shares-1.35%2026-03-312026-04-30

Sponsored

IGM ISHARES TR27.7K shares2.89%2026-03-312026-04-30

VDE VANGUARD WORLD FD17.8K shares-14.31%2026-03-312026-04-30

ISCF ISHARES TR72.1K shares86.39%2026-03-312026-04-30

VO VANGUARD INDEX FDS10.3K shares0.19%2026-03-312026-04-30

AAPL APPLE INC10.5K shares0.07%2026-03-312026-04-30

VHT VANGUARD WORLD FD9.5K shares0.75%2026-03-312026-04-30

SIXG ETF SER SOLUTIONS37.0K shares0.62%2026-03-312026-04-30

VBR VANGUARD INDEX FDS11.3K shares-11.50%2026-03-312026-04-30

Sponsored

AGG ISHARES TR24.6K shares0.15%2026-03-312026-04-30

MGC VANGUARD WORLD FD10.1K shares10.86%2026-03-312026-04-30

QTUM ETF SER SOLUTIONS22.2K shares4.00%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR18.9K shares-4.64%2026-03-312026-04-30

MSFT MICROSOFT CORP5.4K shares2.21%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR40.3K shares-22.32%2026-03-312026-04-30

IYF ISHARES TR16.6K shares90.33%2026-03-312026-04-30

SCHP SCHWAB STRATEGIC TR72.9K shares0.00%2026-03-312026-04-30

Sponsored

NANR SPDR INDEX SHS FDS19.4K shares4.66%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR33.7K shares20.35%2026-03-312026-04-30

PAVE GLOBAL X FDS29.9K shares-1.05%2026-03-312026-04-30

IWP ISHARES TR11.7K shares0.03%2026-03-312026-04-30

VTI VANGUARD INDEX FDS4.6K shares3.80%2026-03-312026-04-30

MCD MCDONALDS CORP4.7K shares0.28%2026-03-312026-04-30

XOM EXXON MOBIL CORP7.8K shares1.35%2026-03-312026-04-30

NVDA NVIDIA CORPORATION7.5K shares-4.78%2026-03-312026-04-30

Sponsored

CORP PIMCO ETF TR13.3K shares-1.51%2026-03-312026-04-30

JNJ JOHNSON &JOHNSON5.1K shares0.14%2026-03-312026-04-30

XMMO INVESCO EXCHANGE TRADED FD T7.7K shares13.79%2026-03-312026-04-30

UTES ETFIS SER TR I13.5K sharesnew addition2026-03-312026-04-30

ONEV SPDR SERIES TRUST7.5K shares-13.43%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares0.06%2026-03-312026-04-30

FENY FIDELITY COVINGTON TRUST28.6K shares0.56%2026-03-312026-04-30

FTEC FIDELITY COVINGTON TRUST4.4K shares0.18%2026-03-312026-04-30

Sponsored

PPH VANECK ETF TRUST8.7K shares-3.19%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F16.6K shares-34.76%2026-03-312026-04-30

JPM JPMORGAN CHASE &CO3.0K shares1.57%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR6.2K shares0.10%2026-03-312026-04-30

VIS VANGUARD WORLD FD2.5K shares0.08%2026-03-312026-04-30

IOO ISHARES TR6.3K shares0.00%2026-03-312026-04-30

IMCG ISHARES TR9.3K shares0.10%2026-03-312026-04-30

RSPU INVESCO EXCHANGE TRADED FD T7.8K shares-18.29%2026-03-312026-04-30

Sponsored

LLY ELI LILLY &CO621 shares0.16%2026-03-312026-04-30

VBK VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-04-30

MAGS LISTED FDS TR9.5K shares16.02%2026-03-312026-04-30

FENI FIDELITY COVINGTON TRUST14.6K shares524.62%2026-03-312026-04-30

IVV ISHARES TR831 shares92.81%2026-03-312026-04-30

MGK VANGUARD WORLD FD1.5K shares8.05%2026-03-312026-04-30

WMT WALMART INC4.0K shares0.05%2026-03-312026-04-30

ITOT ISHARES TR3.5K shares0.00%2026-03-312026-04-30

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU7.2K shares2.20%2026-03-312026-04-30

VOE VANGUARD INDEX FDS2.6K shares0.35%2026-03-312026-04-30

VAW VANGUARD WORLD FD2.1K shares-1.54%2026-03-312026-04-30

VOT VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-30

GLD SPDR GOLD TR1.1K shares0.00%2026-03-312026-04-30

AMZN AMAZON COM INC2.0K shares8.13%2026-03-312026-04-30

VXUS VANGUARD STAR FDS5.5K shares40.38%2026-03-312026-04-30

LOW LOWES COS INC1.8K shares0.06%2026-03-312026-04-30

Sponsored

FNCL FIDELITY COVINGTON TRUST6.0K shares-17.42%2026-03-312026-04-30

XHB SPDR SERIES TRUST4.0K shares0.08%2026-03-312026-04-30

IJR ISHARES TR3.1K shares0.13%2026-03-312026-04-30

AIQ GLOBAL X FDS8.3K shares0.04%2026-03-312026-04-30

VIOO VANGUARD ADMIRAL FDS INC3.4K shares0.00%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL752 shares6.36%2026-03-312026-04-30

FNDE SCHWAB STRATEGIC TR8.8K shares-11.40%2026-03-312026-04-30

SPMO INVESCO EXCH TRADED FD TR II3.0K shares52.76%2026-03-312026-04-30

Sponsored

VPU VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-30

MERCK &CO INC MERCK &CO INC2.8K shares0.22%2026-03-312026-04-30

META META PLATFORMS INC574 shares0.88%2026-03-312026-04-30

CSCO CISCO SYS INC4.2K shares0.26%2026-03-312026-04-30

VUG VANGUARD INDEX FDS729 shares0.14%2026-03-312026-04-30

EMGF ISHARES INC5.1K shares-61.33%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS3.4K shares-1.10%2026-03-312026-04-30

ORCL ORACLE CORP2.0K shares55.53%2026-03-312026-04-30

Sponsored

RTX RTX CORPORATION1.5K shares4.10%2026-03-312026-04-30

IEMG ISHARES INC4.2K shares5.51%2026-03-312026-04-30

DIS DISNEY WALT CO3.0K shares6.23%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR1.8K shares0.00%2026-03-312026-04-30

FDX FEDEX CORP782 shares0.26%2026-03-312026-04-30

ONEY SPDR SERIES TRUST2.2K shares0.27%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS1.8K shares0.34%2026-03-312026-04-30

ALPHABET INC ALPHABET INC907 shares15.54%2026-03-312026-04-30

Sponsored

ALPHABET INC ALPHABET INC867 shares17.64%2026-03-312026-04-30

TXN TEXAS INSTRS INC1.2K shares2.31%2026-03-312026-04-30

CAT CATERPILLAR INC335 shares0.00%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP389 shares0.78%2026-03-312026-04-30

VTWG VANGUARD SCOTTSDALE FDS941 shares0.00%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS881 shares0.00%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS1.9K shares0.16%2026-03-312026-04-30

WTW WILLIS TOWERS WATSON PLC LTD701 shares0.29%2026-03-312026-04-30

Sponsored

QCOM QUALCOMM INC1.6K shares10.63%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T306 shares0.00%2026-03-312026-04-30

FREL FIDELITY COVINGTON TRUST7.0K shares0.52%2026-03-312026-04-30

CVX CHEVRON CORPORATION854 shares0.59%2026-03-312026-04-30

IJT ISHARES TR1.2K shares0.17%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC743 shares0.00%2026-03-312026-04-30

VGK VANGUARD INTL EQUITY INDEX F2.0K shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS831 shares0.36%2026-03-312026-04-30

Sponsored

AON PLC AON PLC492 shares0.00%2026-03-312026-04-30

PEP PEPSICO INC975 shares1.46%2026-03-312026-04-30

MBB ISHARES TR1.6K shares36.23%2026-03-312026-04-30

IWR ISHARES TR1.5K shares0.13%2026-03-312026-04-30

INTC INTEL CORP3.2K shares0.00%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP641 shares0.16%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS2.7K shares-73.96%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC465 shares0.00%2026-03-312026-04-30

Sponsored

AXP AMERICAN EXPRESS CO440 shares0.00%2026-03-312026-04-30

IGV ISHARES TR1.6K shares0.00%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC459 shares0.00%2026-03-312026-04-30

IWO ISHARES TR412 shares0.00%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS1.5K shares419.87%2026-03-312026-04-30

PFE PFIZER INC4.3K shares5.63%2026-03-312026-04-30

WFC WELLS FARGO &CO1.5K shares24.28%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC442 shares0.45%2026-03-312026-04-30

Sponsored

LQD ISHARES TR1.1K shares10.03%2026-03-312026-04-30

ITB ISHARES TR1.3K shares0.16%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS1.5K shares56.67%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC846 shares0.00%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE2.6K shares29.94%2026-03-312026-04-30

IHF ISHARES TR2.5K shares0.00%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE372 shares0.27%2026-03-312026-04-30

KO COCA COLA CO1.3K shares8.08%2026-03-312026-04-30

Sponsored

VDC VANGUARD WORLD FD442 shares0.68%2026-03-312026-04-30

FNDC SCHWAB STRATEGIC TR2.1K shares0.00%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F1.3K shares0.16%2026-03-312026-04-30

IYG ISHARES TR1.1K shares0.09%2026-03-312026-04-30

BHC BAUSCH HEALTH COS INC17.4K shares0.00%2026-03-312026-04-30

COIN COINBASE GLOBAL INC527 shares0.00%2026-03-312026-04-30

NLR VANECK ETF TRUST681 shares11.82%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS1.4K shares38.92%2026-03-312026-04-30

Sponsored

AMGN AMGEN INC252 shares8.62%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR951 shares8.69%2026-03-312026-04-30

XLRE SELECT SECTOR SPDR TR2.1K shares0.39%2026-03-312026-04-30

A AGILENT TECHNOLOGIES INC705 shares0.00%2026-03-312026-04-30

MFC MANULIFE FINL CORP2.3K shares0.00%2026-03-312026-04-30

HD HOME DEPOT INC239 shares0.00%2026-03-312026-04-30

IWF ISHARES TR183 shares0.00%2026-03-312026-04-30

GEV GE VERNOVA INC89 shares0.00%2026-03-312026-04-30

Sponsored

EPD ENTERPRISE PRODS PARTNERS L2.0K shares1.54%2026-03-312026-04-30

EZM WISDOMTREE TR1.1K shares0.00%2026-03-312026-04-30

URA GLOBAL X FDS1.5K shares1.95%2026-03-312026-04-30

BAC BANK AMERICA CORP1.4K shares0.29%2026-03-312026-04-30

MA MASTERCARD INCORPORATED133 shares35.71%2026-03-312026-04-30

TOTALENERGIES SE TOTALENERGIES SE718 shares0.00%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC434 shares0.00%2026-03-312026-04-30

FTNT FORTINET INC760 shares0.00%2026-03-312026-04-30

Sponsored

DRIV GLOBAL X FDS2.0K shares-68.54%2026-03-312026-04-30

SPG SIMON PPTY GROUP INC NEW316 shares0.00%2026-03-312026-04-30

IETC ISHARES U S ETF TR629 shares-28.68%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR655 shares0.00%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE C2.2K shares0.00%2026-03-312026-04-30

NFLX NETFLIX INC.520 shares0.00%2026-03-312026-04-30

PNQI INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-04-30

PPA INVESCO EXCHANGE TRADED FD T296 shares0.00%2026-03-312026-04-30

Sponsored

ET ENERGY TRANSFER L P2.4K shares0.00%2026-03-312026-04-30

EFA ISHARES TR473 shares0.00%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL1.4K shares0.88%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP485 sharesnew addition2026-03-312026-04-30

IUSB ISHARES TR966 sharesnew addition2026-03-312026-04-30

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO833 shares0.00%2026-03-312026-04-30

FMDE FIDELITY COVINGTON TRUST1.2K shares0.33%2026-03-312026-04-30

AMERICA MOVIL SAB DE CV AMERICA MOVIL SAB DE CV1.7K shares0.00%2026-03-312026-04-30

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SJM SMUCKER J M CO443 shares0.00%2026-03-312026-04-30

V VISA INC140 shares108.96%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC10 sharesnew addition2026-03-312026-04-30

BEP BROOKFIELD RENEWABLE ENERGY1.3K shares0.00%2026-03-312026-04-30

ENB ENBRIDGE INC755 shares187.07%2026-03-312026-04-30

PJP INVESCO EXCHANGE TRADED FD T388 shares0.26%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC40 shares21.21%2026-03-312026-04-30

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC2.9K shares0.07%2026-03-312026-04-30

Sponsored

SPHD INVESCO EXCH TRADED FD TR II763 shares0.66%2026-03-312026-04-30

DVY ISHARES TR248 shares0.00%2026-03-312026-04-30

BOTZ GLOBAL X FDS1.1K shares0.00%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC106 shares0.00%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC215 shares38.71%2026-03-312026-04-30

IEUR ISHARES TR504 shares0.00%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC213 shares0.00%2026-03-312026-04-30

DGRO ISHARES TR492 sharesnew addition2026-03-312026-04-30

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EEM ISHARES TR576 shares0.00%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW247 shares28.65%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP451 shares0.00%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC95 sharesnew addition2026-03-312026-04-30

CMCSA COMCAST CORP NEW1.1K shares72.77%2026-03-312026-04-30

IGSB ISHARES TR596 shares73.26%2026-03-312026-04-30

USRT ISHARES TR527 shares0.38%2026-03-312026-04-30

MO ALTRIA GROUP INC454 shares0.00%2026-03-312026-04-30

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SCHF SCHWAB STRATEGIC TR1.2K shares0.00%2026-03-312026-04-30

ICLN ISHARES TR1.6K shares0.00%2026-03-312026-04-30

AMAT APPLIED MATLS INC83 sharesnew addition2026-03-312026-04-30

ADBE ADOBE INC116 shares41.46%2026-03-312026-04-30

SBUX STARBUCKS CORP313 shares296.20%2026-03-312026-04-30

XMHQ INVESCO EXCHANGE TRADED FD T267 shares0.00%2026-03-312026-04-30

WM WASTE MGMT INC DEL117 shares0.00%2026-03-312026-04-30

XAR SPDR SERIES TRUST105 shares0.00%2026-03-312026-04-30

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RIO RIO TINTO PLC284 shares0.00%2026-03-312026-04-30

FFLC FIDELITY COVINGTON TRUST516 sharesnew addition2026-03-312026-04-30

VIOV VANGUARD ADMIRAL FDS INC258 shares-82.37%2026-03-312026-04-30

FLOT ISHARES TR507 shares0.40%2026-03-312026-04-30

GRMN GARMIN LTD109 shares0.00%2026-03-312026-04-30

IQV IQVIA HLDGS INC146 sharesnew addition2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO409 shares0.49%2026-03-312026-04-30

EZU ISHARES INC391 sharesnew addition2026-03-312026-04-30

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SPIB SPDR SERIES TRUST729 shares0.69%2026-03-312026-04-30

EWO ISHARES INC683 shares0.00%2026-03-312026-04-30

ABBV ABBVIE INC111 shares0.00%2026-03-312026-04-30

EUAD SPINNAKER ETF SERIES581 shares0.35%2026-03-312026-04-30

ZTS ZOETIS INC200 shares170.27%2026-03-312026-04-30

VTRS VIATRIS INC1.7K shares0.23%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC193 shares69.30%2026-03-312026-04-30

TSLA TESLA INC58 shares0.00%2026-03-312026-04-30

Sponsored

PYPL PAYPAL HLDGS INC474 shares0.21%2026-03-312026-04-30

LIT GLOBAL X FDS288 shares0.35%2026-03-312026-04-30

TECH BIO-TECHNE CORP406 shares0.00%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC366 shares0.00%2026-03-312026-04-30

MMM 3M CO145 shares0.00%2026-03-312026-04-30

CVS CVS HEALTH CORP286 shares78.75%2026-03-312026-04-30

EBAY EBAY INC.225 shares0.00%2026-03-312026-04-30

MUB ISHARES TR192 shares-90.21%2026-03-312026-04-30

Sponsored

RTO RENTOKIL INITIAL PLC648 sharesnew addition2026-03-312026-04-30

IVE ISHARES TR96 sharesnew addition2026-03-312026-04-30

AMP AMERIPRISE FINL INC45 shares0.00%2026-03-312026-04-30

WH WYNDHAM HOTELS &RESORTS INC246 sharesnew addition2026-03-312026-04-30

PCRX PACIRA BIOSCIENCES INC867 shares0.00%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC50 shares0.00%2026-03-312026-04-30

PAA PLAINS ALL AMERN PIPELINE L865 shares2.13%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS399 shares0.50%2026-03-312026-04-30

Sponsored

SHEL SHELL PLC206 shares0.00%2026-03-312026-04-30

AMT AMERICAN TOWER CORP107 shares69.84%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC92 sharesnew addition2026-03-312026-04-30

FIS FIDELITY NATL INFORMATION SV387 shares86.06%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC200 shares0.00%2026-03-312026-04-30

YUMC YUM CHINA HLDGS INC366 sharesnew addition2026-03-312026-04-30

DYNF BLACKROCK ETF TRUST304 sharesnew addition2026-03-312026-04-30

MET METLIFE INC248 shares0.00%2026-03-312026-04-30

Sponsored

APD AIR PRODUCTS AND CHEMICALS I60 sharesnew addition2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION17 shares0.00%2026-03-312026-04-30

CRNC CERENCE INC2.7K shares0.00%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V87 shares0.00%2026-03-312026-04-30

IBB ISHARES TR101 shares0.00%2026-03-312026-04-30

JOE ST JOE CO269 shares0.37%2026-03-312026-04-30

VCRB VANGUARD MALVERN FDS217 sharesnew addition2026-03-312026-04-30

VT VANGUARD INTL EQUITY INDEX F121 shares0.00%2026-03-312026-04-30

Sponsored

VZ VERIZON COMMUNICATIONS INC334 shares51.82%2026-03-312026-04-30

HP INC HP INC872 shares0.00%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC169 shares35.20%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP140 shares0.00%2026-03-312026-04-30

BDX BECTON DICKINSON &CO101 sharesnew addition2026-03-312026-04-30

CTRE CARETRUST REIT INC427 shares0.00%2026-03-312026-04-30

VRSK VERISK ANALYTICS INC82 shares0.00%2026-03-312026-04-30

ALLE ALLEGION PLC107 sharesnew addition2026-03-312026-04-30

Sponsored

IXUS ISHARES TR174 shares0.00%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY50 sharesnew addition2026-03-312026-04-30

IVW ISHARES TR129 sharesnew addition2026-03-312026-04-30

COOPER COS INC COOPER COS INC202 sharesnew addition2026-03-312026-04-30

MSTR STRATEGY INC115 shares0.00%2026-03-312026-04-30

GEHC GE HEALTHCARE TECHNOLOGIES I201 shares0.00%2026-03-312026-04-30

PSIX POWER SOLUTIONS INTL INC235 shares0.00%2026-03-312026-04-30

ABNB AIRBNB INC113 shares1030.00%2026-03-312026-04-30

Sponsored

WMG WARNER MUSIC GROUP CORP540 sharesnew addition2026-03-312026-04-30

TLH ISHARES TR137 sharesnew addition2026-03-312026-04-30

KMX CARMAX INC326 sharesnew addition2026-03-312026-04-30

SYM SYMBOTIC INC254 shares0.00%2026-03-312026-04-30

RWO SPDR INDEX SHS FDS292 shares0.69%2026-03-312026-04-30

TGT TARGET CORP109 shares0.00%2026-03-312026-04-30

T AT&T INC439 shares0.23%2026-03-312026-04-30

NEE NEXTERA ENERGY INC137 shares0.00%2026-03-312026-04-30

Sponsored

OEF ISHARES TR39 sharesnew addition2026-03-312026-04-30

CHKP CHECK POINT SOFTWARE TECH LT87 sharesnew addition2026-03-312026-04-30

DON WISDOMTREE TR235 shares0.00%2026-03-312026-04-30

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP304 shares0.00%2026-03-312026-04-30

CRM SALESFORCE INC64 sharesnew addition2026-03-312026-04-30

BINC BLACKROCK ETF TRUST II229 sharesnew addition2026-03-312026-04-30

EFV ISHARES TR157 sharesnew addition2026-03-312026-04-30

NKE NIKE INC220 shares0.92%2026-03-312026-04-30

Sponsored

GSK PLC GSK PLC209 sharesnew addition2026-03-312026-04-30

VRSN VERISIGN INC46 sharesnew addition2026-03-312026-04-30

INFL LISTED FDS TR215 shares0.00%2026-03-312026-04-30

INGR INGREDION INC99 sharesnew addition2026-03-312026-04-30

CENCORA INC CENCORA INC35 sharesnew addition2026-03-312026-04-30

ADSK AUTODESK INC44 sharesnew addition2026-03-312026-04-30

GRID FIRST TR EXCHANGE-TRADED FD64 sharesnew addition2026-03-312026-04-30

SCI SERVICE CORP INTL126 sharesnew addition2026-03-312026-04-30

Sponsored

SSO PROSHARES TR194 shares0.00%2026-03-312026-04-30

CHAT TIDAL TRUST II161 sharesnew addition2026-03-312026-04-30

MAS MASCO CORP163 sharesnew addition2026-03-312026-04-30

LAMR LAMAR ADVERTISING CO77 sharesnew addition2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR388 shares0.26%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR118 shares0.00%2026-03-312026-04-30

SO SOUTHERN CO100 shares0.00%2026-03-312026-04-30

DEO DIAGEO PLC129 sharesnew addition2026-03-312026-04-30

Sponsored

THE CIGNA GROUP THE CIGNA GROUP36 sharesnew addition2026-03-312026-04-30

IAGG ISHARES TR190 sharesnew addition2026-03-312026-04-30

NCLH NORWEGIAN CRUISE LINE HLDGS500 shares0.00%2026-03-312026-04-30

GLTR ABRDN PRECIOUS METALS BASKET42 sharesnew addition2026-03-312026-04-30

BIO BIO RAD LABS INC33 sharesnew addition2026-03-312026-04-30

BIIB BIOGEN INC50 shares0.00%2026-03-312026-04-30

AFL AFLAC INC84 shares0.00%2026-03-312026-04-30

MCHI ISHARES TR161 sharesnew addition2026-03-312026-04-30

Sponsored

NDAQ NASDAQ INC103 shares0.00%2026-03-312026-04-30

AA ALCOA CORP131 shares0.00%2026-03-312026-04-30

BARRICK MNG CORP BARRICK MNG CORP212 shares0.95%2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD68 sharesnew addition2026-03-312026-04-30

HII HUNTINGTON INGALLS INDS INC22 sharesnew addition2026-03-312026-04-30

VGIT VANGUARD SCOTTSDALE FDS141 sharesnew addition2026-03-312026-04-30

KR KROGER CO115 shares0.00%2026-03-312026-04-30

LYG LLOYDS BANKING GROUP PLC1.6K sharesnew addition2026-03-312026-04-30

Sponsored

DXCM DEXCOM INC127 sharesnew addition2026-03-312026-04-30

SYK STRYKER CORPORATION24 sharesnew addition2026-03-312026-04-30

COF CAPITAL ONE FINL CORP43 sharesnew addition2026-03-312026-04-30

ETR ENTERGY CORP NEW68 sharesnew addition2026-03-312026-04-30

BAI BLACKROCK ETF TRUST230 sharesnew addition2026-03-312026-04-30

ZBRA ZEBRA TECHNOLOGIES CORPORATI36 sharesnew addition2026-03-312026-04-30

IP INTERNATIONAL PAPER CO209 shares0.97%2026-03-312026-04-30

EPAM EPAM SYS INC55 shares0.00%2026-03-312026-04-30

Sponsored

SLB SLB LIMITED145 shares0.00%2026-03-312026-04-30

PFL PIMCO INCOME STRATEGY FD929 shares2.99%2026-03-312026-04-30

CRL CHARLES RIV LABS INTL INC43 sharesnew addition2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC84 sharesnew addition2026-03-312026-04-30

IWM ISHARES TR29 shares0.00%2026-03-312026-04-30

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW67 shares0.00%2026-03-312026-04-30

TFC TRUIST FINL CORP153 sharesnew addition2026-03-312026-04-30

MTUM ISHARES TR29 sharesnew addition2026-03-312026-04-30

Sponsored

KRE SPDR SERIES TRUST107 shares0.00%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC97 sharesnew addition2026-03-312026-04-30

QUAL ISHARES TR36 sharesnew addition2026-03-312026-04-30

ECL ECOLAB INC26 sharesnew addition2026-03-312026-04-30

HON HONEYWELL INTL INC30 shares0.00%2026-03-312026-04-30

SPSM SPDR SERIES TRUST139 shares-39.83%2026-03-312026-04-30

USB US BANCORP129 sharesnew addition2026-03-312026-04-30

PRU PRUDENTIAL FINL INC69 shares1.47%2026-03-312026-04-30

Sponsored

OMC OMNICOM GROUP INC89 sharesnew addition2026-03-312026-04-30

TEVA TEVA PHARMACEUTICAL INDS LTD220 shares0.00%2026-03-312026-04-30

BR BROADRIDGE FINL SOLUTIONS IN40 sharesnew addition2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS68 shares0.00%2026-03-312026-04-30

LH LABCORP HOLDINGS INC24 sharesnew addition2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC55 sharesnew addition2026-03-312026-04-30

PAYC PAYCOM SOFTWARE INC52 shares0.00%2026-03-312026-04-30

THRO BLACKROCK ETF TRUST174 sharesnew addition2026-03-312026-04-30

Sponsored

SYY SYSCO CORP88 sharesnew addition2026-03-312026-04-30

CRD.A CRAWFORD &CO571 shares0.00%2026-03-312026-04-30

GPC GENUINE PARTS CO51 sharesnew addition2026-03-312026-04-30

DOW DOW HLDGS INC128 shares-30.05%2026-03-312026-04-30

MOAT VANECK ETF TRUST54 sharesnew addition2026-03-312026-04-30

EIX EDISON INTL70 sharesnew addition2026-03-312026-04-30

VEEV VEEVA SYS INC29 sharesnew addition2026-03-312026-04-30

DOC HEALTHPEAK PROPERTIES INC297 sharesnew addition2026-03-312026-04-30

Sponsored

SNY SANOFI SA101 sharesnew addition2026-03-312026-04-30

CRSP CRISPR THERAPEUTICS AG100 shares0.00%2026-03-312026-04-30

EMB ISHARES TR50 sharesnew addition2026-03-312026-04-30

CHTR CHARTER COMMUNICATIONS INC20 shares0.00%2026-03-312026-04-30

NVO NOVO-NORDISK A S115 shares0.00%2026-03-312026-04-30

ILCG ISHARES TR44 shares0.00%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC9 shares0.00%2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR48 shares0.00%2026-03-312026-04-30

Sponsored

IJH ISHARES TR59 shares0.00%2026-03-312026-04-30

ES EVERSOURCE ENERGY56 sharesnew addition2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS80 sharesnew addition2026-03-312026-04-30

FI FISERV INC67 sharesnew addition2026-03-312026-04-30

GIL GILDAN ACTIVEWEAR INC62 sharesnew addition2026-03-312026-04-30

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD271 shares3.04%2026-03-312026-04-30

WAB WABTEC14 shares0.00%2026-03-312026-04-30

FBTC FIDELITY WISE ORIGIN BITCOIN57 shares0.00%2026-03-312026-04-30

Sponsored

CARR CARRIER GLOBAL CORPORATION57 shares0.00%2026-03-312026-04-30

GIS GENERAL MILLS INC84 sharesnew addition2026-03-312026-04-30

SYSB ISHARES TR33 sharesnew addition2026-03-312026-04-30

NWL NEWELL BRANDS INC847 shares0.00%2026-03-312026-04-30

PAGP PLAINS GP HLDGS L P119 sharesnew addition2026-03-312026-04-30

WBD WARNER BROS DISCOVERY INC101 shares0.00%2026-03-312026-04-30

IFRA ISHARES TR46 shares0.00%2026-03-312026-04-30

GOVT ISHARES TR115 sharesnew addition2026-03-312026-04-30

Sponsored

BP BP PLC56 shares1.82%2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR56 shares0.00%2026-03-312026-04-30

IFGL ISHARES TR108 sharesnew addition2026-03-312026-04-30

SUSL ISHARES TR21 shares0.00%2026-03-312026-04-30

VOOG VANGUARD ADMIRAL FDS INC6 sharesnew addition2026-03-312026-04-30

ICVT ISHARES TR22 sharesnew addition2026-03-312026-04-30

OTIS OTIS WORLDWIDE CORP28 shares0.00%2026-03-312026-04-30

ITA ISHARES TR10 sharesnew addition2026-03-312026-04-30

Sponsored

SOLV SOLVENTUM CORP32 shares-5.88%2026-03-312026-04-30

WAT WATERS CORP7 sharesnew addition2026-03-312026-04-30

SPYD SPDR SERIES TRUST44 shares0.00%2026-03-312026-04-30

FSTA FIDELITY COVINGTON TRUST38 sharesnew addition2026-03-312026-04-30

FLGB FRANKLIN TEMPLETON ETF TR57 sharesnew addition2026-03-312026-04-30

BB BLACKBERRY LTD600 shares0.00%2026-03-312026-04-30

USHY ISHARES TR50 sharesnew addition2026-03-312026-04-30

FHLC FIDELITY COVINGTON TRUST26 sharesnew addition2026-03-312026-04-30

Sponsored

VOX VANGUARD WORLD FD10 sharesnew addition2026-03-312026-04-30

ONON ON HLDG AG48 shares0.00%2026-03-312026-04-30

SCHE SCHWAB STRATEGIC TR47 shares-83.15%2026-03-312026-04-30

NOK NOKIA CORP171 shares0.00%2026-03-312026-04-30

UPST UPSTART HLDGS INC50 shares0.00%2026-03-312026-04-30

BHF BRIGHTHOUSE FINL INC20 shares0.00%2026-03-312026-04-30

FLOW GLOBAL X FDS30 shares0.00%2026-03-312026-04-30

SNOW SNOWFLAKE INC7 shares0.00%2026-03-312026-04-30

Sponsored

DXC DXC TECHNOLOGY CO81 shares0.00%2026-03-312026-04-30

RDDT REDDIT INC7 shares0.00%2026-03-312026-04-30

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC23 sharesnew addition2026-03-312026-04-30

F FORD MTR CO70 shares0.00%2026-03-312026-04-30

TAN INVESCO EXCH TRADED FD TR II14 shares0.00%2026-03-312026-04-30

SLVM SYLVAMO CORP17 shares6.25%2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC7 shares0.00%2026-03-312026-04-30

NVS NOVARTIS AG3 shares0.00%2026-03-312026-04-30

Sponsored

REAL THE REALREAL INC55 shares0.00%2026-03-312026-04-30

RUN SUNRUN INC30 shares0.00%2026-03-312026-04-30

TOST TOAST INC15 shares0.00%2026-03-312026-04-30

BLKB BLACKBAUD INC10 shares0.00%2026-03-312026-04-30

COTY COTY INC117 shares0.00%2026-03-312026-04-30

PINS PINTEREST INC11 shares0.00%2026-03-312026-04-30

KD KYNDRYL HLDGS INC12 shares0.00%2026-03-312026-04-30

BYND BEYOND MEAT INC126 shares0.00%2026-03-312026-04-30

Sponsored

REZI RESIDEO TECHNOLOGIES INC1 shares0.00%2026-03-312026-04-30

IHI ISHARES TRN/A sharesSold all2026-03-312026-04-30

VCIT

VANGUARD SCOTTSDALE FDS

3.86%

Shares183.5K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-1.58%

Shares24.4K

Event2026-03-31

Filed2026-04-30

VGT

VANGUARD WORLD FD

-0.15%

Shares14.9K

Event2026-03-31

Filed2026-04-30

SMH

VANECK ETF TRUST

-0.49%

Shares19.1K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

-8.36%

Shares119.1K

Event2026-03-31

Filed2026-04-30

VCR

VANGUARD WORLD FD

-0.20%

Shares18.3K

Event2026-03-31

Filed2026-04-30

IMTM

ISHARES TR

-1.20%

Shares130.4K

Event2026-03-31

Filed2026-04-30

PROCTER &GAMBLE CO

0.05%

Shares39.2K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

-5.73%

Shares36.6K

Event2026-03-31

Filed2026-04-30

VFH

VANGUARD WORLD FD

-17.59%

Shares40.2K

Event2026-03-31

Filed2026-04-30

IYW

ISHARES TR

-2.33%

Shares26.3K

Event2026-03-31

Filed2026-04-30

DTCR

GLOBAL X FDS

2.24%

Shares167.2K

Event2026-03-31

Filed2026-04-30

VFMO

VANGUARD WELLINGTON FD

4.39%

Shares19.2K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-11.04%

Shares14.3K

Event2026-03-31

Filed2026-04-30

IWY

ISHARES TR

-5.03%

Shares14.0K

Event2026-03-31

Filed2026-04-30

XSMO

INVESCO EXCHANGE TRADED FD T

-1.35%

Shares45.7K

Event2026-03-31

Filed2026-04-30

IGM

ISHARES TR

2.89%

Shares27.7K

Event2026-03-31

Filed2026-04-30

VDE

VANGUARD WORLD FD

-14.31%

Shares17.8K

Event2026-03-31

Filed2026-04-30

ISCF

ISHARES TR

86.39%

Shares72.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.19%

Shares10.3K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

0.07%

Shares10.5K

Event2026-03-31

Filed2026-04-30

VHT

VANGUARD WORLD FD

0.75%

Shares9.5K

Event2026-03-31

Filed2026-04-30

SIXG

ETF SER SOLUTIONS

0.62%

Shares37.0K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

-11.50%

Shares11.3K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

0.15%

Shares24.6K

Event2026-03-31

Filed2026-04-30

MGC

VANGUARD WORLD FD

10.86%

Shares10.1K

Event2026-03-31

Filed2026-04-30

QTUM

ETF SER SOLUTIONS

4.00%

Shares22.2K

Event2026-03-31

Filed2026-04-30

XLY

SELECT SECTOR SPDR TR

-4.64%

Shares18.9K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

2.21%

Shares5.4K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

-22.32%

Shares40.3K

Event2026-03-31

Filed2026-04-30

IYF

ISHARES TR

90.33%

Shares16.6K

Event2026-03-31

Filed2026-04-30

SCHP

SCHWAB STRATEGIC TR

0.00%

Shares72.9K

Event2026-03-31

Filed2026-04-30

NANR

SPDR INDEX SHS FDS

4.66%

Shares19.4K

Event2026-03-31

Filed2026-04-30

FBND

FIDELITY MERRIMACK STR TR

20.35%

Shares33.7K

Event2026-03-31

Filed2026-04-30

PAVE

GLOBAL X FDS

-1.05%

Shares29.9K

Event2026-03-31

Filed2026-04-30

IWP

ISHARES TR

0.03%

Shares11.7K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

3.80%

Shares4.6K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

0.28%

Shares4.7K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

1.35%

Shares7.8K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-4.78%

Shares7.5K

Event2026-03-31

Filed2026-04-30

CORP

PIMCO ETF TR

-1.51%

Shares13.3K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON &JOHNSON

0.14%

Shares5.1K

Event2026-03-31

Filed2026-04-30

XMMO

INVESCO EXCHANGE TRADED FD T

13.79%

Shares7.7K

Event2026-03-31

Filed2026-04-30

UTES

ETFIS SER TR I

New

Shares13.5K

Event2026-03-31

Filed2026-04-30

ONEV

SPDR SERIES TRUST

-13.43%

Shares7.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-30

FENY

FIDELITY COVINGTON TRUST

0.56%

Shares28.6K

Event2026-03-31

Filed2026-04-30

FTEC

FIDELITY COVINGTON TRUST

0.18%

Shares4.4K

Event2026-03-31

Filed2026-04-30

PPH

VANECK ETF TRUST

-3.19%

Shares8.7K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

-34.76%

Shares16.6K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE &CO

1.57%

Shares3.0K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

0.10%

Shares6.2K

Event2026-03-31

Filed2026-04-30

VIS

VANGUARD WORLD FD

0.08%

Shares2.5K

Event2026-03-31

Filed2026-04-30

IOO

ISHARES TR

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-30

IMCG

ISHARES TR

0.10%

Shares9.3K

Event2026-03-31

Filed2026-04-30

RSPU

INVESCO EXCHANGE TRADED FD T

-18.29%

Shares7.8K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY &CO

0.16%

Shares621

Event2026-03-31

Filed2026-04-30

VBK

VANGUARD INDEX FDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-30

MAGS

LISTED FDS TR

16.02%

Shares9.5K

Event2026-03-31

Filed2026-04-30

FENI

FIDELITY COVINGTON TRUST

524.62%

Shares14.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

92.81%

Shares831

Event2026-03-31

Filed2026-04-30

MGK

VANGUARD WORLD FD

8.05%

Shares1.5K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

0.05%

Shares4.0K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-30

ROBO

EXCHANGE TRADED CONCEPTS TRU

2.20%

Shares7.2K

Event2026-03-31

Filed2026-04-30

VOE

VANGUARD INDEX FDS

0.35%

Shares2.6K

Event2026-03-31

Filed2026-04-30

VAW

VANGUARD WORLD FD

-1.54%

Shares2.1K

Event2026-03-31

Filed2026-04-30

VOT

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

8.13%

Shares2.0K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

40.38%

Shares5.5K

Event2026-03-31

Filed2026-04-30

LOW

LOWES COS INC

0.06%

Shares1.8K

Event2026-03-31

Filed2026-04-30

FNCL

FIDELITY COVINGTON TRUST

-17.42%

Shares6.0K

Event2026-03-31

Filed2026-04-30

XHB

SPDR SERIES TRUST

0.08%

Shares4.0K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

0.13%

Shares3.1K

Event2026-03-31

Filed2026-04-30

AIQ

GLOBAL X FDS

0.04%

Shares8.3K

Event2026-03-31

Filed2026-04-30

VIOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

6.36%

Shares752

Event2026-03-31

Filed2026-04-30

FNDE

SCHWAB STRATEGIC TR

-11.40%

Shares8.8K

Event2026-03-31

Filed2026-04-30

SPMO

INVESCO EXCH TRADED FD TR II

52.76%

Shares3.0K

Event2026-03-31

Filed2026-04-30

VPU

VANGUARD WORLD FD

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-30

MERCK &CO INC

0.22%

Shares2.8K

Event2026-03-31

Filed2026-04-30