Sponsored

The Analysis of Financial Life Planners's Holdings & P&L

Currently, Financial Life Planners holds 367 types of securities in its portfolio with a total value $130.4M. In the most recent quarter, they have increased their positions in IYE (+3.7K shares, valued at $240.3K), GLD (+487 shares, valued at $209.6K), XLE (+3.4K shares, valued at $206.3K); decreased their positions in ARKF (-56.0K shares, valued at $2.1M), AXON (-4.4K shares, valued at $1.9M), NFLX (-8.3K shares, valued at $794.3K); initiated new positions in IYE (+3.7K shares, valued at $240.3K), GLD (+487 shares, valued at $209.6K), XLE (+3.4K shares, valued at $206.3K).

1M P&L

+2.5M+2.36%

3M P&L

-6.4M-5.65%

HY P&L

-7.5M-6.54%

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/A48.5M

51.4%

2Semiconductors14.1M

14.9%

3Software - Infrastructure7.8M

8.2%

Top Industries by Stock Count

1N/A154 stocks

46.1%

2Semiconductors10 stocks

3.0%

3Software - Infrastructure9 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR UNIT SER 1 INVESCO QQQ TR UNIT SER 152.0K shares-0.29%2026-03-312026-04-24

IVV ISHARES TR CORE S&P500 ETF42.1K shares0.41%2026-03-312026-04-24

NVDA NVIDIA CORPORATION COM76.5K shares-1.02%2026-03-312026-04-24

AAPL APPLE INC COM24.6K shares-1.29%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC CL A28.9K shares-2.19%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW7.4K shares-0.94%2026-03-312026-04-24

MSFT MICROSOFT CORP COM8.6K shares-2.41%2026-03-312026-04-24

HOOD ROBINHOOD MKTS INC COM CL A41.1K shares-0.66%2026-03-312026-04-24

Sponsored

COST COSTCO WHOLESALE CORPORATION COM2.7K shares-2.03%2026-03-312026-04-24

MGK VANGUARD WORLD FD MEGA GRWTH IND6.5K shares-9.76%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP3.8K shares-1.88%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T TR UNIT2.9K shares-0.77%2026-03-312026-04-24

AMZN AMAZON COM INC COM8.6K shares-1.61%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND UT SER 12.7K shares-6.21%2026-03-312026-04-24

BTCW WISDOMTREE BITCOIN FD SHS BEN INT15.6K shares-0.73%2026-03-312026-04-24

BSCS INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 2852.4K shares-3.01%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC CL A1.2K shares-2.38%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC COM783 shares2.35%2026-03-312026-04-24

RTX RTX CORPORATION COM3.4K shares0.32%2026-03-312026-04-24

BSCQ INVESCO EXCH TRD SLF IDX FD BULSHS 2026 CB33.1K shares1.02%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF3.0K shares-15.83%2026-03-312026-04-24

HWM HOWMET AEROSPACE INC COM2.8K shares2.46%2026-03-312026-04-24

IWF ISHARES TR RUS 1000 GRW ETF1.4K shares0.07%2026-03-312026-04-24

BAC BANK AMERICA CORP COM12.1K shares0.54%2026-03-312026-04-24

Sponsored

XLF SELECT SECTOR SPDR TR STATE STREET FIN11.5K shares-1.29%2026-03-312026-04-24

TSLA TESLA INC COM1.5K shares-0.78%2026-03-312026-04-24

BROADCOM INC COM BROADCOM INC COM1.7K shares-0.69%2026-03-312026-04-24

IWM ISHARES TR RUSSELL 2000 ETF2.0K shares14.95%2026-03-312026-04-24

SPYM SPDR SERIES TRUST STATE STREET SPD5.9K shares0.24%2026-03-312026-04-24

VANGUARD INDEX FDS S&P 500 ETF SHS VANGUARD INDEX FDS S&P 500 ETF SHS701 shares0.14%2026-03-312026-04-24

VUG VANGUARD INDEX FDS GROWTH ETF952 shares0.11%2026-03-312026-04-24

IJH ISHARES TR CORE S&P MCP ETF6.1K shares-2.06%2026-03-312026-04-24

Sponsored

VONV VANGUARD SCOTTSDALE FDS VNG RUS1000VAL4.4K shares0.44%2026-03-312026-04-24

FOCT FIRST TR EXCHNG TRADED FD VI FT VEST US EQT8.2K shares0.00%2026-03-312026-04-24

NRG NRG ENERGY INC COM NEW2.6K shares-12.22%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS REAL ESTATE ETF4.2K shares1.05%2026-03-312026-04-24

BSCR INVESCO EXCH TRD SLF IDX FD BULSHS 2027 CB18.6K shares-7.46%2026-03-312026-04-24

SLV ISHARES SILVER TR ISHARES5.2K shares-12.19%2026-03-312026-04-24

IWD ISHARES TR RUS 1000 VAL ETF1.6K shares-4.38%2026-03-312026-04-24

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C1.2K shares-7.85%2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP COM2.0K shares0.67%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS786 shares3.42%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO COM855 shares-6.25%2026-03-312026-04-24

GE AEROSPACE COM NEW GE AEROSPACE COM NEW880 shares0.23%2026-03-312026-04-24

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A864 shares0.12%2026-03-312026-04-24

IYE ISHARES TR U.S. ENERGY ETF3.7K sharesnew addition2026-03-312026-04-24

THE CIGNA GROUP COM THE CIGNA GROUP COM896 shares0.56%2026-03-312026-04-24

IJK ISHARES TR S&P MC 400GR ETF2.4K shares0.08%2026-03-312026-04-24

Sponsored

IJT ISHARES TR S&P SML 600 GWT1.5K shares0.13%2026-03-312026-04-24

ORCL ORACLE CORP COM1.4K shares0.28%2026-03-312026-04-24

GLD SPDR GOLD TR GOLD SHS487 sharesnew addition2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR STATE STREET ENE3.4K sharesnew addition2026-03-312026-04-24

GEV GE VERNOVA INC COM235 sharesnew addition2026-03-312026-04-24

SRCE 1ST SOURCE CORP COM2.9K sharesnew addition2026-03-312026-04-24

DHI D R HORTON INC COM1.4K shares0.07%2026-03-312026-04-24

QLD PROSHARES TR PSHS ULTRA QQQ3.1K shares0.00%2026-03-312026-04-24

Sponsored

IBM INTERNATIONAL BUSINESS MACHS COM750 shares0.67%2026-03-312026-04-24

IWO ISHARES TR RUS 2000 GRW ETF575 sharesnew addition2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC COM820 sharesnew addition2026-03-312026-04-24

WMT WALMART INC COM1.3K sharesnew addition2026-03-312026-04-24

LLY ELI LILLY & CO COM176 sharesnew addition2026-03-312026-04-24

EFA ISHARES TR MSCI EAFE ETF1.7K sharesnew addition2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT826 sharesnew addition2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION COM2.7K sharesnew addition2026-03-312026-04-24

Sponsored

ARM ARM HOLDINGS PLC SPONSORED ADS991 sharesnew addition2026-03-312026-04-24

MS MORGAN STANLEY COM NEW910 sharesnew addition2026-03-312026-04-24

IJS ISHARES TR SP SMCP600VL ETF1.2K sharesnew addition2026-03-312026-04-24

SSO PROSHARES TR PSHS ULT S&P 5002.8K sharesnew addition2026-03-312026-04-24

NET CLOUDFLARE INC CL A COM670 sharesnew addition2026-03-312026-04-24

PM PHILIP MORRIS INTL INC COM832 sharesnew addition2026-03-312026-04-24

IWB ISHARES TR RUS 1000 ETF385 sharesnew addition2026-03-312026-04-24

CAT CATERPILLAR INC COM191 sharesnew addition2026-03-312026-04-24

Sponsored

DVY ISHARES TR SELECT DIVID ETF887 sharesnew addition2026-03-312026-04-24

APP APPLOVIN CORP COM CL A322 shares0.00%2026-03-312026-04-24

TJX TJX COS INC NEW COM783 sharesnew addition2026-03-312026-04-24

AXON AXON ENTERPRISE INC COM286 shares-93.88%2026-03-312026-04-24

IVE ISHARES TR S&P 500 VAL ETF555 sharesnew addition2026-03-312026-04-24

NOW SERVICENOW INC COM1.1K shares-40.66%2026-03-312026-04-24

CRM SALESFORCE INC COM585 shares-65.93%2026-03-312026-04-24

XT ISHARES TR FUTURE EXPONENTI1.6K sharesnew addition2026-03-312026-04-24

Sponsored

TRV TRAVELERS COMPANIES INC COM360 sharesnew addition2026-03-312026-04-24

WFC WELLS FARGO & CO COM1.3K sharesnew addition2026-03-312026-04-24

EW EDWARDS LIFESCIENCES CORP COM1.2K sharesnew addition2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR US DIVIDEND EQ3.1K sharesnew addition2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC COM NEW197 sharesnew addition2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR STATE STREET TEC665 sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC COM260 sharesnew addition2026-03-312026-04-24

KO COCA COLA CO COM1.1K sharesnew addition2026-03-312026-04-24

Sponsored

IJJ ISHARES TR S&P MC 400VL ETF630 sharesnew addition2026-03-312026-04-24

FSK FS KKR CAP CORP COM8.0K sharesnew addition2026-03-312026-04-24

IYY ISHARES TR DOW JONES US ETF510 sharesnew addition2026-03-312026-04-24

PH PARKER-HANNIFIN CORP COM87 sharesnew addition2026-03-312026-04-24

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A381 sharesnew addition2026-03-312026-04-24

BA BOEING CO COM367 sharesnew addition2026-03-312026-04-24

AMAT APPLIED MATLS INC COM214 sharesnew addition2026-03-312026-04-24

NANR SPDR INDEX SHS FDS STATE STREET SPD863 sharesnew addition2026-03-312026-04-24

Sponsored

VBR VANGUARD INDEX FDS SM CP VAL ETF328 sharesnew addition2026-03-312026-04-24

PKST PEAKSTONE REALTY TRUST COMMON SHARES3.4K sharesnew addition2026-03-312026-04-24

HIG HARTFORD INSURANCE GROUP INC COM497 sharesnew addition2026-03-312026-04-24

IVW ISHARES TR S&P 500 GRWT ETF591 sharesnew addition2026-03-312026-04-24

COF CAPITAL ONE FINL CORP COM358 sharesnew addition2026-03-312026-04-24

MDYG SPDR SERIES TRUST STATE STREET SPD642 sharesnew addition2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC COM227 sharesnew addition2026-03-312026-04-24

ISHARES GOLD TR ISHARES NEW ISHARES GOLD TR ISHARES NEW675 sharesnew addition2026-03-312026-04-24

Sponsored

SDY SPDR SERIES TRUST STATE STREET SPD403 sharesnew addition2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP COM625 sharesnew addition2026-03-312026-04-24

FIX COMFORT SYS USA INC COM42 sharesnew addition2026-03-312026-04-24

RSG REPUBLIC SVCS INC COM256 sharesnew addition2026-03-312026-04-24

V VISA INC COM CL A184 shares-87.28%2026-03-312026-04-24

CTVA CORTEVA INC COM655 sharesnew addition2026-03-312026-04-24

COP CONOCOPHILLIPS COM415 sharesnew addition2026-03-312026-04-24

PEG PUBLIC SVC ENTERPRISE GROUP COM675 sharesnew addition2026-03-312026-04-24

Sponsored

OTIS OTIS WORLDWIDE CORP COM703 sharesnew addition2026-03-312026-04-24

CPRX CATALYST PHARMACEUTICALS INC COM2.1K sharesnew addition2026-03-312026-04-24

EATON CORP PLC SHS EATON CORP PLC SHS145 sharesnew addition2026-03-312026-04-24

CB CHUBB LTD SWITZ COM158 sharesnew addition2026-03-312026-04-24

MCD MCDONALDS CORP COM164 sharesnew addition2026-03-312026-04-24

PTIR GRANITESHARES ETF TR 2X LONG PLTR3.1K sharesnew addition2026-03-312026-04-24

IXUS ISHARES TR CORE MSCI TOTAL578 sharesnew addition2026-03-312026-04-24

ADI ANALOG DEVICES INC COM157 sharesnew addition2026-03-312026-04-24

Sponsored

ADC AGREE RLTY CORP COM660 sharesnew addition2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR STATE STREET HEA326 sharesnew addition2026-03-312026-04-24

CVS CVS HEALTH CORP COM664 sharesnew addition2026-03-312026-04-24

VRT VERTIV HOLDINGS CO COM CL A188 sharesnew addition2026-03-312026-04-24

IVOO VANGUARD ADMIRAL FDS INC MIDCP 400 IDX400 sharesnew addition2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT INVESCO EXCHANGE TRADED FD T S&P500 PUR GWT938 sharesnew addition2026-03-312026-04-24

CME CME GROUP INC COM146 sharesnew addition2026-03-312026-04-24

XHB SPDR SERIES TRUST STATE STREET SPD437 sharesnew addition2026-03-312026-04-24

Sponsored

FLNG FLEX LNG LTD SHS1.5K sharesnew addition2026-03-312026-04-24

BLACKROCK INC COM BLACKROCK INC COM45 sharesnew addition2026-03-312026-04-24

PGR PROGRESSIVE CORP COM215 sharesnew addition2026-03-312026-04-24

WMB WILLIAMS COS INC COM574 sharesnew addition2026-03-312026-04-24

MGV VANGUARD WORLD FD MEGA CAP VAL ETF276 sharesnew addition2026-03-312026-04-24

ET ENERGY TRANSFER L P COM UT LTD PTN2.1K sharesnew addition2026-03-312026-04-24

AXP AMERICAN EXPRESS CO COM131 sharesnew addition2026-03-312026-04-24

BP BP PLC SPONSORED ADR834 sharesnew addition2026-03-312026-04-24

Sponsored

AGNC AGNC INVT CORP COM3.7K sharesnew addition2026-03-312026-04-24

DSI ISHARES TR ESG MSCI KLD 400300 sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC COM106 sharesnew addition2026-03-312026-04-24

UFEB INNOVATOR ETFS TRUST US EQT ULTRA BFR966 sharesnew addition2026-03-312026-04-24

TDG TRANSDIGM GROUP INC COM30 sharesnew addition2026-03-312026-04-24

FCX FREEPORT MCMORAN INC CL B581 sharesnew addition2026-03-312026-04-24

LOPE GRAND CANYON ED INC COM197 sharesnew addition2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP COM116 sharesnew addition2026-03-312026-04-24

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM97 sharesnew addition2026-03-312026-04-24

DOV DOVER CORP COM151 sharesnew addition2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC COM147 sharesnew addition2026-03-312026-04-24

EOG EOG RES INC COM210 sharesnew addition2026-03-312026-04-24

DHR DANAHER CORP DEL COM159 sharesnew addition2026-03-312026-04-24

BANR BANNER CORP COM NEW496 sharesnew addition2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP COM44 sharesnew addition2026-03-312026-04-24

NEE NEXTERA ENERGY INC COM320 sharesnew addition2026-03-312026-04-24

Sponsored

ITOT ISHARES TR CORE S&P TTL STK205 sharesnew addition2026-03-312026-04-24

VLO VALERO ENERGY CORP COM113 sharesnew addition2026-03-312026-04-24

QUAL ISHARES TR MSCI USA QLT FCT144 sharesnew addition2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR STATE STREET COM247 sharesnew addition2026-03-312026-04-24

CSCO CISCO SYS INC COM352 sharesnew addition2026-03-312026-04-24

AJG GALLAGHER ARTHUR J & CO COM126 sharesnew addition2026-03-312026-04-24

USB US BANCORP COM NEW520 sharesnew addition2026-03-312026-04-24

PAA PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN1.2K sharesnew addition2026-03-312026-04-24

Sponsored

SCHB SCHWAB STRATEGIC TR US BRD MKT ETF1.1K sharesnew addition2026-03-312026-04-24

XBI SPDR SERIES TRUST STATE STREET SPD208 sharesnew addition2026-03-312026-04-24

SPYG SPDR SERIES TRUST STATE STREET SPD271 sharesnew addition2026-03-312026-04-24

SHLD GLOBAL X FDS DEFENSE TECH ETF370 sharesnew addition2026-03-312026-04-24

LNG CHENIERE ENERGY INC COM NEW91 sharesnew addition2026-03-312026-04-24

IUSG ISHARES TR CORE S&P US GWT165 sharesnew addition2026-03-312026-04-24

IYK ISHARES TR US CONSM STAPLES363 sharesnew addition2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF308 sharesnew addition2026-03-312026-04-24

Sponsored

IYF ISHARES TR U.S. FINLS ETF216 sharesnew addition2026-03-312026-04-24

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW442 sharesnew addition2026-03-312026-04-24

FNDF SCHWAB STRATEGIC TR FUNDAMENTAL INTL513 sharesnew addition2026-03-312026-04-24

NVDL GRANITESHARES ETF TR 2X LONG NVDA DAI345 sharesnew addition2026-03-312026-04-24

INTC INTEL CORP COM559 sharesnew addition2026-03-312026-04-24

SUSA ISHARES TR ESG OPTIMIZED186 sharesnew addition2026-03-312026-04-24

MO ALTRIA GROUP INC COM365 sharesnew addition2026-03-312026-04-24

IJR ISHARES TR CORE S&P SCP ETF192 sharesnew addition2026-03-312026-04-24

Sponsored

FTEC FIDELITY COVINGTON TRUST MSCI INFO TECH I114 sharesnew addition2026-03-312026-04-24

STRV EA SERIES TRUST STRIVE 500 ETF565 sharesnew addition2026-03-312026-04-24

RWK INVESCO EXCH TRADED FD TR II S&P MDCP 400 REV177 sharesnew addition2026-03-312026-04-24

MCHP MICROCHIP TECHNOLOGY INC. COM346 sharesnew addition2026-03-312026-04-24

NVO NOVO-NORDISK A S ADR603 sharesnew addition2026-03-312026-04-24

MCHI ISHARES TR MSCI CHINA ETF393 sharesnew addition2026-03-312026-04-24

ABBV ABBVIE INC COM100 sharesnew addition2026-03-312026-04-24

BITMINE IMMERSION TECNOLOGIE COM NEW BITMINE IMMERSION TECNOLOGIE COM NEW1.1K sharesnew addition2026-03-312026-04-24

Sponsored

AAPU DIREXION SHARES ETF TRUST DLY AAPL BULL 2X737 sharesnew addition2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW CL A61 sharesnew addition2026-03-312026-04-24

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK170 sharesnew addition2026-03-312026-04-24

CENCORA INC COM CENCORA INC COM62 sharesnew addition2026-03-312026-04-24

AN AUTONATION INC COM97 sharesnew addition2026-03-312026-04-24

SPGI S&P GLOBAL INC COM43 sharesnew addition2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT480 sharesnew addition2026-03-312026-04-24

FS SPECIALTY LENDING FD COM SH BEN INT FS SPECIALTY LENDING FD COM SH BEN INT1.5K sharesnew addition2026-03-312026-04-24

Sponsored

NFLX NETFLIX INC. COM191 shares-97.74%2026-03-312026-04-24

LOW LOWES COS INC COM76 sharesnew addition2026-03-312026-04-24

EGP EASTGROUP PPTYS INC COM95 sharesnew addition2026-03-312026-04-24

ASML ASML HLDG NV N Y REGISTRY SHS13 sharesnew addition2026-03-312026-04-24

VOT VANGUARD INDEX FDS MCAP GR IDXVIP67 sharesnew addition2026-03-312026-04-24

ITA ISHARES TR US AER DEF ETF78 sharesnew addition2026-03-312026-04-24

CNBS AMPLIFY ETF TR SEYMOUR CANB ETF766 sharesnew addition2026-03-312026-04-24

MMM 3M CO COM114 sharesnew addition2026-03-312026-04-24

Sponsored

ASTS AST SPACEMOBILE INC COM CL A200 sharesnew addition2026-03-312026-04-24

MET METLIFE INC COM232 sharesnew addition2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD COM80 sharesnew addition2026-03-312026-04-24

TXN TEXAS INSTRS INC COM83 sharesnew addition2026-03-312026-04-24

CELESTICA INC COM CELESTICA INC COM57 sharesnew addition2026-03-312026-04-24

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM344 sharesnew addition2026-03-312026-04-24

XSW SPDR SERIES TRUST STATE STREET SPD109 sharesnew addition2026-03-312026-04-24

VST VISTRA CORP COM101 shares-94.91%2026-03-312026-04-24

Sponsored

SO SOUTHERN CO COM156 sharesnew addition2026-03-312026-04-24

LINDE PLC SHS LINDE PLC SHS30 sharesnew addition2026-03-312026-04-24

RGR STURM RUGER & CO INC COM373 sharesnew addition2026-03-312026-04-24

XME SPDR SERIES TRUST STATE STREET SPD138 sharesnew addition2026-03-312026-04-24

BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS363 sharesnew addition2026-03-312026-04-24

AWK AMERICAN WTR WKS CO INC NEW COM105 sharesnew addition2026-03-312026-04-24

AMT AMERICAN TOWER CORP COM79 sharesnew addition2026-03-312026-04-24

ES EVERSOURCE ENERGY COM192 sharesnew addition2026-03-312026-04-24

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET SHS CREATION UNI342 sharesnew addition2026-03-312026-04-24

COIN COINBASE GLOBAL INC COM CL A75 sharesnew addition2026-03-312026-04-24

HOOG THEMES ETF TR LEVERAGE SHS 2X756 sharesnew addition2026-03-312026-04-24

NUE NUCOR CORP COM75 sharesnew addition2026-03-312026-04-24

IWN ISHARES TR RUS 2000 VAL ETF67 sharesnew addition2026-03-312026-04-24

MDLZ MONDELEZ INTL INC CL A214 sharesnew addition2026-03-312026-04-24

ETHE GRAYSCALE ETHEREUM STAKING E SHS721 sharesnew addition2026-03-312026-04-24

SOXX ISHARES TR ISHARES SEMICDTR36 sharesnew addition2026-03-312026-04-24

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF SHS REP COM UT224 sharesnew addition2026-03-312026-04-24

AOA ISHARES TR CORE 80/20 AGGRE133 sharesnew addition2026-03-312026-04-24

LUV SOUTHWEST AIRLS CO COM312 sharesnew addition2026-03-312026-04-24

CGCB CAPITAL GRP FIXED INCM ETF T CORE BOND ETF440 sharesnew addition2026-03-312026-04-24

SPG SIMON PPTY GROUP INC NEW COM61 sharesnew addition2026-03-312026-04-24

BLOK AMPLIFY ETF TR BLOCKCHAIN TECHN227 sharesnew addition2026-03-312026-04-24

CRBN ISHARES TR LOW CARBON OPTIM50 sharesnew addition2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT174 sharesnew addition2026-03-312026-04-24

Sponsored

ETHA ISHARES ETHEREUM TR SHS684 sharesnew addition2026-03-312026-04-24

VICI VICI PPTYS INC COM390 sharesnew addition2026-03-312026-04-24

BITX VOLATILITY SHS TR 2X BITCOIN STRAT713 sharesnew addition2026-03-312026-04-24

ABT ABBOTT LABORATORIES COM100 sharesnew addition2026-03-312026-04-24

VLTO VERALTO CORP COM SHS115 sharesnew addition2026-03-312026-04-24

VTR VENTAS INC COM124 sharesnew addition2026-03-312026-04-24

SNDA SONIDA SENIOR LIVING INC COM313 sharesnew addition2026-03-312026-04-24

BND VANGUARD BD INDEX FDS TOTAL BND MRKT135 sharesnew addition2026-03-312026-04-24

Sponsored

VBK VANGUARD INDEX FDS SML CP GRW ETF32 sharesnew addition2026-03-312026-04-24

RXRX RECURSION PHARMACEUTICALS IN CL A3.0K sharesnew addition2026-03-312026-04-24

EXE EXPAND ENERGY CORPORATION COM82 sharesnew addition2026-03-312026-04-24

AYI ACUITY INC COM32 sharesnew addition2026-03-312026-04-24

VTWO VANGUARD SCOTTSDALE FDS VNG RUS2000IDX89 sharesnew addition2026-03-312026-04-24

MCK MCKESSON CORP COM10 sharesnew addition2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE SHS CREATION UNI204 sharesnew addition2026-03-312026-04-24

IWV ISHARES TR RUSSELL 3000 ETF22 sharesnew addition2026-03-312026-04-24

Sponsored

JPST J P MORGAN EXCHANGE TRADED F ULTRA SHRT ETF157 sharesnew addition2026-03-312026-04-24

PEP PEPSICO INC COM50 sharesnew addition2026-03-312026-04-24

BITO PROSHARES TR BITCOIN ETF809 sharesnew addition2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR US LCAP GR ETF251 sharesnew addition2026-03-312026-04-24

RDIV INVESCO EXCH TRADED FD TR II S&P ULTRA DIVIDE124 sharesnew addition2026-03-312026-04-24

NFXL DIREXION SHARES ETF TRUST DLY NFLX BULL 2X229 sharesnew addition2026-03-312026-04-24

CGCP CAPITAL GRP FIXED INCM ETF T CORE PLUS INCM299 sharesnew addition2026-03-312026-04-24

VB VANGUARD INDEX FDS SMALL CP ETF24 sharesnew addition2026-03-312026-04-24

Sponsored

AAL AMERICAN AIRLINES GROUP INC COM572 sharesnew addition2026-03-312026-04-24

PG PROCTER & GAMBLE CO COM42 sharesnew addition2026-03-312026-04-24

WSO WATSCO INC COM16 sharesnew addition2026-03-312026-04-24

CANARY XRP ETF SHS CANARY XRP ETF SHS396 sharesnew addition2026-03-312026-04-24

MA MASTERCARD INCORPORATED CL A11 sharesnew addition2026-03-312026-04-24

CGNT COGNYTE SOFTWARE LTD ORD SHS666 sharesnew addition2026-03-312026-04-24

SAP SAP SE SPON ADR30 sharesnew addition2026-03-312026-04-24

QQEW FIRST TR EXCHANGE-TRADED FD NASDAQ-100 SEL40 sharesnew addition2026-03-312026-04-24

Sponsored

IYG ISHARES TR U.S. FIN SVC ETF61 sharesnew addition2026-03-312026-04-24

VGT VANGUARD WORLD FD INF TECH ETF7 sharesnew addition2026-03-312026-04-24

SYK STRYKER CORPORATION COM15 sharesnew addition2026-03-312026-04-24

AVL DIREXION SHARES ETF TRUST DLY AVGO BULL 2X147 sharesnew addition2026-03-312026-04-24

STOK STOKE THERAPEUTICS INC COM144 sharesnew addition2026-03-312026-04-24

IUSV ISHARES TR CORE S&P US VLU45 sharesnew addition2026-03-312026-04-24

DIS DISNEY WALT CO COM47 sharesnew addition2026-03-312026-04-24

CGMM CAPITAL GROUP EQUITY ETF TR US SMALL AND MID149 sharesnew addition2026-03-312026-04-24

Sponsored

CGGR CAPITAL GROUP GROWTH ETF SHS CREATION UNI108 sharesnew addition2026-03-312026-04-24

CGIE CAPITAL GROUP INTERNATIONAL SHS127 sharesnew addition2026-03-312026-04-24

RR RICHTECH ROBOTICS INC CL B2.0K sharesnew addition2026-03-312026-04-24

ARKF ARK ETF TR BLOCKCHAIN & FIN107 shares-99.81%2026-03-312026-04-24

MSOS ADVISORSHARES TR PURE US CANNABIS1.1K sharesnew addition2026-03-312026-04-24

USMV ISHARES TR MSCI USA MIN VOL44 sharesnew addition2026-03-312026-04-24

GDDY GODADDY INC CL A48 sharesnew addition2026-03-312026-04-24

ORLY OREILLY AUTOMOTIVE INC COM42 sharesnew addition2026-03-312026-04-24

Sponsored

IBRX IMMUNITYBIO INC COM500 sharesnew addition2026-03-312026-04-24

IDU ISHARES TR U.S. UTILITS ETF32 sharesnew addition2026-03-312026-04-24

MGM MGM RESORTS INTERNATIONAL COM100 sharesnew addition2026-03-312026-04-24

VTI VANGUARD INDEX FDS TOTAL STK MKT12 sharesnew addition2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP COM13 sharesnew addition2026-03-312026-04-24

CGMS CAPITAL GRP FIXED INCM ETF T US MULTI-SECTOR134 sharesnew addition2026-03-312026-04-24

CGNG CAPITAL GROUP NEW GEOGRAPHY SHS108 sharesnew addition2026-03-312026-04-24

GBIL GOLDMAN SACHS ETF TR ACCES TREASURY34 sharesnew addition2026-03-312026-04-24

Sponsored

TENB TENABLE HLDGS INC COM200 sharesnew addition2026-03-312026-04-24

CMG CHIPOTLE MEXICAN GRILL INC COM100 sharesnew addition2026-03-312026-04-24

CRWV COREWEAVE INC COM CL A40 sharesnew addition2026-03-312026-04-24

CGDG CAPITAL GROUP DIVIDEND GROWE SHS ETF86 sharesnew addition2026-03-312026-04-24

CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND CAPITAL GRP FIXED INCM ETF T HIGH YIELD BOND122 sharesnew addition2026-03-312026-04-24

BBAI BIGBEAR AI HLDGS INC COM819 sharesnew addition2026-03-312026-04-24

FTV FORTIVE CORP COM52 sharesnew addition2026-03-312026-04-24

QCOM QUALCOMM INC COM22 sharesnew addition2026-03-312026-04-24

Sponsored

CCL CARNIVAL CORP COMMON STOCK100 sharesnew addition2026-03-312026-04-24

WSM WILLIAMS SONOMA INC COM13 sharesnew addition2026-03-312026-04-24

BSX BOSTON SCIENTIFIC CORP COM36 sharesnew addition2026-03-312026-04-24

WDAY WORKDAY INC CL A17 sharesnew addition2026-03-312026-04-24

CGGO CAPITAL GROUP GBL GROWTH EQT SHS CREATION UNI64 sharesnew addition2026-03-312026-04-24

CGIB CAPITAL GRP FIXED INCM ETF T INTERNATIONAL BD84 sharesnew addition2026-03-312026-04-24

MUB ISHARES TR NATIONAL MUN ETF20 sharesnew addition2026-03-312026-04-24

SBUX STARBUCKS CORP COM23 sharesnew addition2026-03-312026-04-24

Sponsored

SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL41 sharesnew addition2026-03-312026-04-24

CGSD CAPITAL GRP FIXED INCM ETF T SHORT DURATION71 sharesnew addition2026-03-312026-04-24

BOTZ GLOBAL X FDS RBTCS ARTFL INTE49 sharesnew addition2026-03-312026-04-24

CGUI CAPITAL GRP FIXED INCM ETF T ULTRA SHORT INCO61 sharesnew addition2026-03-312026-04-24

URI UNITED RENTALS INC COM2 sharesnew addition2026-03-312026-04-24

MAGNUM ICE CREAM CO NV ORD SHS MAGNUM ICE CREAM CO NV ORD SHS99 sharesnew addition2026-03-312026-04-24

ROK ROCKWELL AUTOMATION INC COM4 sharesnew addition2026-03-312026-04-24

CHWY CHEWY INC CL A50 sharesnew addition2026-03-312026-04-24

Sponsored

GRAYSCALE BITCOIN MINI TR ET SHS NEW GRAYSCALE BITCOIN MINI TR ET SHS NEW44 sharesnew addition2026-03-312026-04-24

DGS WISDOMTREE TR EMG MKTS SMCAP21 sharesnew addition2026-03-312026-04-24

NIO NIO INC SPON ADS207 sharesnew addition2026-03-312026-04-24

ESGE ISHARES INC ESG AWR MSCI EM27 sharesnew addition2026-03-312026-04-24

HON HONEYWELL INTL INC COM5 sharesnew addition2026-03-312026-04-24

EMB ISHARES TR JPMORGAN USD EMG13 sharesnew addition2026-03-312026-04-24

NNOX NANO X IMAGING LTD ORD SHS534 sharesnew addition2026-03-312026-04-24

ESGV VANGUARD WORLD FD ESG US STK ETF10 sharesnew addition2026-03-312026-04-24

Sponsored

ESGU ISHARES TR ESG AWR MSCI USA7 sharesnew addition2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC COM6 sharesnew addition2026-03-312026-04-24

SUSC ISHARES TR ESG AWRE USD ETF32 sharesnew addition2026-03-312026-04-24

VNT VONTIER CORPORATION COM20 sharesnew addition2026-03-312026-04-24

RAL RALLIANT CORP COM17 sharesnew addition2026-03-312026-04-24

QQQJ INVESCO EXCH TRADED FD TR II NASDAQNXTGEN10018 sharesnew addition2026-03-312026-04-24

BNDX VANGUARD CHARLOTTE FDS TOTAL INT BD ETF13 sharesnew addition2026-03-312026-04-24

GGN GAMCO GLOBAL GOLD NAT RES & COM SH BEN INT103 sharesnew addition2026-03-312026-04-24

Sponsored

MJ AMPLIFY ETF TR ALTRNTV HARV ETF21 sharesnew addition2026-03-312026-04-24

IAGG ISHARES TR CORE INTL AGGR10 sharesnew addition2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II NASDAQ 100 ETF2 sharesnew addition2026-03-312026-04-24

MOS MOSAIC CO COM18 sharesnew addition2026-03-312026-04-24

STIP ISHARES TR 0-5 YR TIPS ETF4 sharesnew addition2026-03-312026-04-24

NVAX NOVAVAX INC COM NEW49 sharesnew addition2026-03-312026-04-24

JMSI J P MORGAN EXCHANGE TRADED F SUSTAINABLE MUNI7 sharesnew addition2026-03-312026-04-24

NACP TIDAL TRUST III NAACP MINO ETF7 sharesnew addition2026-03-312026-04-24

Sponsored

ARKQ ARK ETF TR AUTNMUS TECHNLGY3 sharesnew addition2026-03-312026-04-24

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD2 sharesnew addition2026-03-312026-04-24

VOTE TCW ETF TRUST TRANSFRM 500 ETF4 sharesnew addition2026-03-312026-04-24

GPRO GOPRO INC CL A400 sharesnew addition2026-03-312026-04-24

SHE SPDR SERIES TRUST STATE STREET SPD2 sharesnew addition2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS STRM INFPROIDX4 sharesnew addition2026-03-312026-04-24

LUMN LUMEN TECHNOLOGIES INC COM29 sharesnew addition2026-03-312026-04-24

PFE PFIZER INC COM7 sharesnew addition2026-03-312026-04-24

Sponsored

ESML ISHARES TR ESG AWARE MSCI3 sharesnew addition2026-03-312026-04-24

AVY AVERY DENNISON CORP COM1 sharesnew addition2026-03-312026-04-24

ARKK ARK ETF TR INNOVATION ETF2 sharesnew addition2026-03-312026-04-24

CANOPY GROWTH CORPORATION COM NEW CANOPY GROWTH CORPORATION COM NEW114 sharesnew addition2026-03-312026-04-24

ESGD ISHARES TR ESG AW MSCI EAFE1 sharesnew addition2026-03-312026-04-24

MTRN MATERION CORP COM1 sharesnew addition2026-03-312026-04-24

WELL WELLTOWER INC COMN/A sharesnew addition2026-03-312026-04-24

MERCK & CO INC COM MERCK & CO INC COM1 sharesnew addition2026-03-312026-04-24

Sponsored

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS1 sharesnew addition2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR STATE STREET INDN/A sharesnew addition2026-03-312026-04-24

NEM NEWMONT CORP COM1 sharesnew addition2026-03-312026-04-24

DJT TRUMP MEDIA & TECHNOLOGY GRO COM6 sharesnew addition2026-03-312026-04-24

XLB SELECT SECTOR SPDR TR STATE STREET MAT1 sharesnew addition2026-03-312026-04-24

EBAY EBAY INC. COM1 sharesnew addition2026-03-312026-04-24

APH AMPHENOL CORP CL AN/A sharesnew addition2026-03-312026-04-24

EAGG ISHARES TR ESG AWR US AGRGT1 sharesnew addition2026-03-312026-04-24

Sponsored

IYJ ISHARES TR US INDUSTRIALSN/A sharesnew addition2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO COM1 sharesnew addition2026-03-312026-04-24

MFA MFA FINL INC COM3 sharesnew addition2026-03-312026-04-24

VIRGIN GALACTIC HOLDINGS INC COM NEW VIRGIN GALACTIC HOLDINGS INC COM NEW10 sharesnew addition2026-03-312026-04-24

ALTO ALTO INGREDIENTS INC COM4 sharesnew addition2026-03-312026-04-24

IDRV ISHARES TR SELF DRIVNG EVN/A sharesnew addition2026-03-312026-04-24

T AT&T INC COMN/A sharesnew addition2026-03-312026-04-24

INVESCO QQQ TR UNIT SER 1

-0.29%

Shares52.0K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR CORE S&P500 ETF

0.41%

Shares42.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION COM

-1.02%

Shares76.5K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC COM

-1.29%

Shares24.6K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC CL A

-2.19%

Shares28.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL CL B NEW

-0.94%

Shares7.4K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP COM

-2.41%

Shares8.6K

Event2026-03-31

Filed2026-04-24

HOOD

ROBINHOOD MKTS INC COM CL A

-0.66%

Shares41.1K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION COM

-2.03%

Shares2.7K

Event2026-03-31

Filed2026-04-24

MGK

VANGUARD WORLD FD MEGA GRWTH IND

-9.76%

Shares6.5K

Event2026-03-31

Filed2026-04-24

MDY

STATE STR SPDR S&P MIDCAP 40 UTSER1 S&PDCRP

-1.88%

Shares3.8K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T TR UNIT

-0.77%

Shares2.9K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC COM

-1.61%

Shares8.6K

Event2026-03-31

Filed2026-04-24

DIA

STATE STR SPDR DOW JONES IND UT SER 1

-6.21%

Shares2.7K

Event2026-03-31

Filed2026-04-24

BTCW

WISDOMTREE BITCOIN FD SHS BEN INT

-0.73%

Shares15.6K

Event2026-03-31

Filed2026-04-24

BSCS

INVESCO EXCH TRD SLF IDX FD INVSCO BLSH 28

-3.01%

Shares52.4K

Event2026-03-31

Filed2026-04-24