Sponsored

The Analysis of Financial Partners Group, Inc's Holdings & P&L

Currently, Financial Partners Group, Inc holds 227 types of securities in its portfolio with a total value $835.9M. In the most recent quarter, they have increased their positions in XSMO (+149.2K shares, valued at $11.3M), FEOE (+33.6K shares, valued at $1.7M), IVV (+2.1K shares, valued at $1.4M); decreased their positions in IWP (-93.3K shares, valued at $12.0M), NOBL (-20.5K shares, valued at $2.2M), COST (-777 shares, valued at $774.4K); initiated new positions in XSMO (+149.2K shares, valued at $11.3M), AVDE (+14.7K shares, valued at $1.2M), CGNG (+16.0K shares, valued at $503.7K).

1M P&L

+33.4M+3.88%

3M P&L

+56.4M+6.73%

HY P&L

+97.8M+12.29%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A691.0M

87.4%

2Consumer Electronics24.9M

3.2%

3Software - Infrastructure17.7M

2.2%

Top Industries by Stock Count

1N/A154 stocks

73.3%

2Drug Manufacturers - General4 stocks

1.9%

3Semiconductors4 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR123.1K shares1.77%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR391.6K shares0.31%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T60.4K shares-0.45%2026-03-312026-04-13

RDVY FIRST TR EXCHANGE TRADED FD543.0K shares0.82%2026-03-312026-04-13

OEF ISHARES TR113.1K shares-0.41%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II133.4K shares0.12%2026-03-312026-04-13

IGIB ISHARES TR482.1K shares1.10%2026-03-312026-04-13

ITOT ISHARES TR179.5K shares0.24%2026-03-312026-04-13

Sponsored

AAPL APPLE INC98.3K shares-0.83%2026-03-312026-04-13

FTEC FIDELITY COVINGTON TRUST105.5K shares0.04%2026-03-312026-04-13

QUAL ISHARES TR107.2K shares3.07%2026-03-312026-04-13

AGG ISHARES TR168.1K shares-0.37%2026-03-312026-04-13

IUSV ISHARES TR161.4K shares0.64%2026-03-312026-04-13

MSFT MICROSOFT CORP44.5K shares0.92%2026-03-312026-04-13

SOXX ISHARES TR48.5K shares-0.02%2026-03-312026-04-13

ALPHABET INC ALPHABET INC54.6K shares-0.19%2026-03-312026-04-13

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F324.6K shares5.19%2026-03-312026-04-13

XMMO INVESCO EXCHANGE TRADED FD T102.4K shares1.56%2026-03-312026-04-13

AMZN AMAZON COM INC68.8K shares0.64%2026-03-312026-04-13

COWZ PACER FDS TR214.1K shares-2.01%2026-03-312026-04-13

XSMO INVESCO EXCHANGE TRADED FD T149.2K sharesnew addition2026-03-312026-04-13

FMHI FIRST TR EXCH TRADED FD III237.9K shares4.73%2026-03-312026-04-13

VFMO VANGUARD WELLINGTON FD52.8K shares6.60%2026-03-312026-04-13

IMTM ISHARES TR207.2K shares14.63%2026-03-312026-04-13

Sponsored

EMXC ISHARES INC124.4K shares11.54%2026-03-312026-04-13

PAVE GLOBAL X FDS184.6K shares-0.81%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II77.5K shares3.64%2026-03-312026-04-13

NVDA NVIDIA CORPORATION49.4K shares0.90%2026-03-312026-04-13

ALPHABET INC ALPHABET INC26.5K shares-0.20%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR236.9K shares2.35%2026-03-312026-04-13

SJNK SPDR SERIES TRUST264.5K shares-4.35%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR11.1K shares-0.41%2026-03-312026-04-13

Sponsored

FEOE RBB FUND TRUST126.3K shares36.31%2026-03-312026-04-13

PPA INVESCO EXCHANGE TRADED FD T34.6K shares1.45%2026-03-312026-04-13

IWY ISHARES TR23.0K shares-1.56%2026-03-312026-04-13

FENY FIDELITY COVINGTON TRUST154.2K shares34.35%2026-03-312026-04-13

FHLC FIDELITY COVINGTON TRUST73.7K shares0.60%2026-03-312026-04-13

SPDR SERIES TRUST SPDR SERIES TRUST51.5K shares15.82%2026-03-312026-04-13

ITA ISHARES TR21.8K shares2.38%2026-03-312026-04-13

XMHQ INVESCO EXCHANGE TRADED FD T44.0K shares-2.30%2026-03-312026-04-13

Sponsored

BKDV BNY MELLON ETF TRUST II127.7K shares38.36%2026-03-312026-04-13

MOAT VANECK ETF TRUST38.9K shares-5.29%2026-03-312026-04-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY47.6K shares-0.17%2026-03-312026-04-13

FELC FIDELITY COVINGTON TRUST103.1K shares-1.82%2026-03-312026-04-13

TPYP TORTOISE CAPITAL SERIES TRUS87.8K shares34.70%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F78.4K shares2.77%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR61.5K shares-0.96%2026-03-312026-04-13

IWP ISHARES TR23.0K shares-80.25%2026-03-312026-04-13

Sponsored

HYMB SPDR SERIES TRUST113.9K shares-0.20%2026-03-312026-04-13

WMT WALMART INC22.3K shares1.11%2026-03-312026-04-13

META META PLATFORMS INC4.6K shares1.05%2026-03-312026-04-13

ANGL VANECK ETF TRUST90.9K shares-6.04%2026-03-312026-04-13

HYG ISHARES TR32.0K shares0.02%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F44.8K shares-14.59%2026-03-312026-04-13

MLPX GLOBAL X FDS32.7K shares12.28%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR29.8K shares11.00%2026-03-312026-04-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares-23.59%2026-03-312026-04-13

SHLD GLOBAL X FDS30.5K shares9.03%2026-03-312026-04-13

MUB ISHARES TR20.2K shares22.84%2026-03-312026-04-13

JPIB J P MORGAN EXCHANGE TRADED F43.0K shares1.77%2026-03-312026-04-13

IJH ISHARES TR29.2K shares-0.16%2026-03-312026-04-13

IFRA ISHARES TR32.8K shares-0.45%2026-03-312026-04-13

QTEC FIRST TR EXCHANGE-TRADED FD8.6K shares0.00%2026-03-312026-04-13

NOBL PROSHARES TR17.4K shares-54.17%2026-03-312026-04-13

Sponsored

JPM JPMORGAN CHASE & CO6.2K shares0.37%2026-03-312026-04-13

IWR ISHARES TR17.9K shares-1.97%2026-03-312026-04-13

IJR ISHARES TR12.3K shares-2.38%2026-03-312026-04-13

TSLA TESLA INC4.1K shares1.50%2026-03-312026-04-13

FBTC FIDELITY WISE ORIGIN BITCOIN25.0K shares-3.09%2026-03-312026-04-13

HYS PIMCO ETF TR15.8K shares0.00%2026-03-312026-04-13

NUKZ EXCHANGE TRADED CONCEPTS TRU21.1K shares-3.85%2026-03-312026-04-13

IWF ISHARES TR3.1K shares0.07%2026-03-312026-04-13

Sponsored

DEM WISDOMTREE TR26.1K shares3.34%2026-03-312026-04-13

ONEQ FIDELITY COMWLTH TR15.1K shares-0.45%2026-03-312026-04-13

GLD SPDR GOLD TR2.9K shares-18.14%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR14.7K sharesnew addition2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F21.7K shares0.87%2026-03-312026-04-13

IJJ ISHARES TR8.8K shares-1.14%2026-03-312026-04-13

CAT CATERPILLAR INC1.6K shares-1.52%2026-03-312026-04-13

PWR QUANTA SVCS INC2.0K shares-26.81%2026-03-312026-04-13

Sponsored

COST COSTCO WHOLESALE CORPORATION1.1K shares-40.96%2026-03-312026-04-13

XOM EXXON MOBIL CORP6.5K shares1.27%2026-03-312026-04-13

AGGH SIMPLIFY EXCHANGE TRADED FUN54.3K shares16.62%2026-03-312026-04-13

LLY ELI LILLY & CO1.2K shares2.76%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares-4.15%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS5.0K shares-1.48%2026-03-312026-04-13

EVRG EVERGY INC12.7K shares-0.59%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR7.6K shares-0.85%2026-03-312026-04-13

Sponsored

NEE NEXTERA ENERGY INC10.9K shares0.13%2026-03-312026-04-13

FTSL FIRST TR EXCHANGE-TRADED FD21.8K shares0.00%2026-03-312026-04-13

UNP UNION PAC CORP4.0K shares-0.25%2026-03-312026-04-13

NFLX NETFLIX INC.10.0K shares0.83%2026-03-312026-04-13

ESGU ISHARES TR6.6K shares-0.96%2026-03-312026-04-13

TLH ISHARES TR9.2K shares24.75%2026-03-312026-04-13

RAAX VANECK ETF TRUST22.7K shares125.67%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F10.6K shares84.29%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON3.7K shares2.17%2026-03-312026-04-13

CVX CHEVRON CORPORATION4.3K shares3.85%2026-03-312026-04-13

IVW ISHARES TR7.8K shares0.01%2026-03-312026-04-13

IJS ISHARES TR7.4K shares0.10%2026-03-312026-04-13

MBB ISHARES TR8.9K shares14.59%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.5K shares-6.52%2026-03-312026-04-13

NHYM NUSHARES ETF TR33.6K shares7.74%2026-03-312026-04-13

MGC VANGUARD WORLD FD3.5K shares0.63%2026-03-312026-04-13

Sponsored

FLOT ISHARES TR16.1K shares5.55%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC959 shares0.00%2026-03-312026-04-13

SMH VANECK ETF TRUST2.1K shares18.57%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR5.3K shares0.21%2026-03-312026-04-13

VGSH VANGUARD SCOTTSDALE FDS13.0K shares25.07%2026-03-312026-04-13

FELG FIDELITY COVINGTON TRUST20.2K shares-2.83%2026-03-312026-04-13

IUSG ISHARES TR4.9K shares2.94%2026-03-312026-04-13

CSCO CISCO SYS INC9.6K shares0.00%2026-03-312026-04-13

Sponsored

DWAS INVESCO EXCH TRADED FD TR II7.5K shares0.00%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

VFVA VANGUARD WELLINGTON FD5.2K shares-0.04%2026-03-312026-04-13

GOVT ISHARES TR30.7K shares-1.83%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR8.0K shares18.62%2026-03-312026-04-13

IVE ISHARES TR3.3K shares0.22%2026-03-312026-04-13

IYE ISHARES TR10.6K shares1.36%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO2.6K shares-5.48%2026-03-312026-04-13

Sponsored

PG PROCTER & GAMBLE CO4.4K shares9.01%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC5.5K shares14.27%2026-03-312026-04-13

RTX RTX CORPORATION3.2K shares0.31%2026-03-312026-04-13

ORCL ORACLE CORP4.2K shares0.00%2026-03-312026-04-13

SLV ISHARES SILVER TR8.9K shares12.77%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II11.5K shares5.11%2026-03-312026-04-13

DGRO ISHARES TR8.5K shares-2.36%2026-03-312026-04-13

GRID FIRST TR EXCHANGE-TRADED FD3.6K shares1.48%2026-03-312026-04-13

Sponsored

MU MICRON TECHNOLOGY INC1.7K shares8.12%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC3.9K shares3.39%2026-03-312026-04-13

IYG ISHARES TR6.9K shares-1.24%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC2.7K shares25.46%2026-03-312026-04-13

PCMM BONDBLOXX ETF TRUST10.9K shares-23.29%2026-03-312026-04-13

MCD MCDONALDS CORP1.7K shares4.88%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC4.4K shares0.00%2026-03-312026-04-13

SDVY FIRST TR EXCHANGE TRADED FD13.3K shares2.44%2026-03-312026-04-13

Sponsored

IWM ISHARES TR2.1K shares-15.90%2026-03-312026-04-13

VTI VANGUARD INDEX FDS1.6K shares-9.12%2026-03-312026-04-13

SOFI SOFI TECHNOLOGIES INC32.1K shares-26.33%2026-03-312026-04-13

FDG AMERICAN CENTY ETF TR4.5K shares-0.40%2026-03-312026-04-13

FPEI FIRST TR EXCH TRADED FD III26.8K shares0.00%2026-03-312026-04-13

CGNG CAPITAL GROUP NEW GEOGRAPHY16.0K sharesnew addition2026-03-312026-04-13

VO VANGUARD INDEX FDS1.8K shares-0.40%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR3.1K shares-3.98%2026-03-312026-04-13

Sponsored

VMC VULCAN MATLS CO1.8K shares-7.06%2026-03-312026-04-13

IETC ISHARES U S ETF TR5.5K shares31.92%2026-03-312026-04-13

ET ENERGY TRANSFER L P24.8K shares1.00%2026-03-312026-04-13

HODL VANECK BITCOIN ETF24.5K shares19.73%2026-03-312026-04-13

XLP SELECT SECTOR SPDR TR5.5K shares0.20%2026-03-312026-04-13

O REALTY INCOME CORP7.3K shares7.81%2026-03-312026-04-13

IEMG ISHARES INC6.4K shares-0.20%2026-03-312026-04-13

ABBV ABBVIE INC2.0K shares-3.64%2026-03-312026-04-13

Sponsored

EFA ISHARES TR4.5K shares0.00%2026-03-312026-04-13

IYY ISHARES TR2.7K shares0.00%2026-03-312026-04-13

IDHQ INVESCO EXCH TRADED FD TR II7.5K sharesnew addition2026-03-312026-04-13

SYLD CAMBRIA ETF TR5.5K shares-19.33%2026-03-312026-04-13

SDY SPDR SERIES TRUST2.8K shares16.70%2026-03-312026-04-13

SPHB INVESCO EXCH TRADED FD TR II3.4K sharesnew addition2026-03-312026-04-13

IUSB ISHARES TR8.4K shares1.59%2026-03-312026-04-13

BROADCOM INC BROADCOM INC1.2K shares1.05%2026-03-312026-04-13

Sponsored

FXH FIRST TR EXCHANGE-TRADED FD3.2K shares0.06%2026-03-312026-04-13

RWL INVESCO EXCH TRADED FD TR II3.1K shares-7.91%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.0K shares0.98%2026-03-312026-04-13

XT ISHARES TR5.2K shares-0.35%2026-03-312026-04-13

URI UNITED RENTALS INC479 shares1.05%2026-03-312026-04-13

PPH VANECK ETF TRUST3.3K shares0.00%2026-03-312026-04-13

FEX FIRST TR EXCHANGE-TRADED ALP2.8K shares0.11%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP562 shares0.54%2026-03-312026-04-13

Sponsored

CALF PACER FDS TR7.6K shares-6.01%2026-03-312026-04-13

BIBL NORTHERN LTS FD TR IV7.1K shares0.00%2026-03-312026-04-13

HD HOME DEPOT INC990 shares2.80%2026-03-312026-04-13

IHE ISHARES TR3.7K shares-0.59%2026-03-312026-04-13

ONEY SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-13

KO COCA COLA CO4.1K shares0.00%2026-03-312026-04-13

IXN ISHARES TR3.1K shares-1.68%2026-03-312026-04-13

COP CONOCOPHILLIPS2.3K shares0.48%2026-03-312026-04-13

Sponsored

HDV ISHARES TR2.2K sharesnew addition2026-03-312026-04-13

SO SOUTHERN CO3.1K shares2.89%2026-03-312026-04-13

AMAT APPLIED MATLS INC885 shares-0.34%2026-03-312026-04-13

FLMI FRANKLIN TEMPLETON ETF TR12.2K sharesnew addition2026-03-312026-04-13

VTWO VANGUARD SCOTTSDALE FDS3.0K shares0.07%2026-03-312026-04-13

IHI ISHARES TR5.6K shares-5.73%2026-03-312026-04-13

KKR & CO INC KKR & CO INC3.1K shares28.67%2026-03-312026-04-13

REMX VANECK ETF TRUST3.3K shares0.77%2026-03-312026-04-13

Sponsored

AVUS AMERICAN CENTY ETF TR2.6K shares-5.27%2026-03-312026-04-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.5K shares7.79%2026-03-312026-04-13

BUSE FIRST BUSEY CORP11.2K shares0.00%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR4.6K shares-4.47%2026-03-312026-04-13

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD22.3K shares-4.62%2026-03-312026-04-13

AVIV AMERICAN CENTY ETF TR3.7K shares0.00%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 40448 shares0.00%2026-03-312026-04-13

ASML ASML HLDG NV208 shares-5.88%2026-03-312026-04-13

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F5.5K shares0.59%2026-03-312026-04-13

XBI SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-04-13

CIBR FIRST TR EXCHANGE-TRADED FD4.2K shares-0.61%2026-03-312026-04-13

QCLN FIRST TR EXCHANGE-TRADED FD5.7K shares0.00%2026-03-312026-04-13

FESM FIDELITY COVINGTON TRUST6.8K sharesnew addition2026-03-312026-04-13

FIDU FIDELITY COVINGTON TRUST3.0K sharesnew addition2026-03-312026-04-13

GAMR AMPLIFY ETF TR3.4K shares0.00%2026-03-312026-04-13

FYC FIRST TR EXCHANGE-TRADED ALP2.6K sharesnew addition2026-03-312026-04-13

Sponsored

MA MASTERCARD INCORPORATED510 shares0.20%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR5.5K shares0.05%2026-03-312026-04-13

V VISA INC838 shares10.99%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR5.0K shares0.18%2026-03-312026-04-13

HACK AMPLIFY ETF TR3.3K shares-10.03%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares0.00%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC4.8K sharesnew addition2026-03-312026-04-13

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-13

Sponsored

VHT VANGUARD WORLD FD868 shares0.00%2026-03-312026-04-13

BA BOEING CO1.2K shares-1.67%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC243 shares4.29%2026-03-312026-04-13

MPC MARATHON PETE CORP954 sharesnew addition2026-03-312026-04-13

CRM SALESFORCE INC1.2K sharesnew addition2026-03-312026-04-13

EFG ISHARES TR2.1K shares0.00%2026-03-312026-04-13

VLUE ISHARES TR1.6K shares0.44%2026-03-312026-04-13

RSPN INVESCO EXCHANGE TRADED FD T3.9K shares0.00%2026-03-312026-04-13

Sponsored

SPXC SPX TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-04-13

INMU BLACKROCK ETF TRUST II9.1K sharesnew addition2026-03-312026-04-13

AMGN AMGEN INC611 shares0.33%2026-03-312026-04-13

QGRO AMERICAN CENTY ETF TR2.0K sharesnew addition2026-03-312026-04-13

JQUA J P MORGAN EXCHANGE TRADED F3.4K shares9.23%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC447 shares2.52%2026-03-312026-04-13

ARTY ISHARES TR4.4K shares0.00%2026-03-312026-04-13

CGCP CAPITAL GRP FIXED INCM ETF T9.0K shares0.00%2026-03-312026-04-13

Sponsored

VOE VANGUARD INDEX FDS1.1K shares0.09%2026-03-312026-04-13

FSCO FS CREDIT OPPORTUNITIES CORP12.1K shares2.03%2026-03-312026-04-13

SLQT SELECTQUOTE INC56.5K shares9.71%2026-03-312026-04-13

IVV

ISHARES TR

1.77%

Shares123.1K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

0.31%

Shares391.6K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.45%

Shares60.4K

Event2026-03-31

Filed2026-04-13

RDVY

FIRST TR EXCHANGE TRADED FD

0.82%

Shares543.0K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-0.41%

Shares113.1K

Event2026-03-31

Filed2026-04-13

QQQM

INVESCO EXCH TRADED FD TR II

0.12%

Shares133.4K

Event2026-03-31

Filed2026-04-13

IGIB

ISHARES TR

1.10%

Shares482.1K

Event2026-03-31

Filed2026-04-13

ITOT

ISHARES TR

0.24%

Shares179.5K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-0.83%

Shares98.3K

Event2026-03-31

Filed2026-04-13

FTEC

FIDELITY COVINGTON TRUST

0.04%

Shares105.5K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

3.07%

Shares107.2K

Event2026-03-31

Filed2026-04-13

AGG

ISHARES TR

-0.37%

Shares168.1K

Event2026-03-31

Filed2026-04-13

IUSV

ISHARES TR

0.64%

Shares161.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.92%

Shares44.5K

Event2026-03-31

Filed2026-04-13

SOXX

ISHARES TR

-0.02%

Shares48.5K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.19%

Shares54.6K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

5.19%

Shares324.6K

Event2026-03-31

Filed2026-04-13

XMMO

INVESCO EXCHANGE TRADED FD T

1.56%

Shares102.4K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

0.64%

Shares68.8K

Event2026-03-31

Filed2026-04-13

COWZ

PACER FDS TR

-2.01%

Shares214.1K

Event2026-03-31

Filed2026-04-13

XSMO

INVESCO EXCHANGE TRADED FD T

New

Shares149.2K

Event2026-03-31

Filed2026-04-13

FMHI

FIRST TR EXCH TRADED FD III

4.73%

Shares237.9K

Event2026-03-31

Filed2026-04-13

VFMO

VANGUARD WELLINGTON FD

6.60%

Shares52.8K

Event2026-03-31

Filed2026-04-13

IMTM

ISHARES TR

14.63%

Shares207.2K

Event2026-03-31

Filed2026-04-13

EMXC

ISHARES INC

11.54%

Shares124.4K

Event2026-03-31

Filed2026-04-13

PAVE

GLOBAL X FDS

-0.81%

Shares184.6K

Event2026-03-31

Filed2026-04-13

SPMO

INVESCO EXCH TRADED FD TR II

3.64%

Shares77.5K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.90%

Shares49.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.20%

Shares26.5K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

2.35%

Shares236.9K

Event2026-03-31

Filed2026-04-13

SJNK

SPDR SERIES TRUST

-4.35%

Shares264.5K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-0.41%

Shares11.1K

Event2026-03-31

Filed2026-04-13

FEOE

RBB FUND TRUST

36.31%

Shares126.3K

Event2026-03-31

Filed2026-04-13

PPA

INVESCO EXCHANGE TRADED FD T

1.45%

Shares34.6K

Event2026-03-31

Filed2026-04-13

IWY

ISHARES TR

-1.56%

Shares23.0K

Event2026-03-31

Filed2026-04-13

FENY

FIDELITY COVINGTON TRUST

34.35%

Shares154.2K

Event2026-03-31

Filed2026-04-13

FHLC

FIDELITY COVINGTON TRUST

0.60%

Shares73.7K

Event2026-03-31

Filed2026-04-13

SPDR SERIES TRUST

15.82%

Shares51.5K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

2.38%

Shares21.8K

Event2026-03-31

Filed2026-04-13

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.30%

Shares44.0K

Event2026-03-31

Filed2026-04-13

BKDV

BNY MELLON ETF TRUST II

38.36%

Shares127.7K

Event2026-03-31

Filed2026-04-13

MOAT

VANECK ETF TRUST

-5.29%

Shares38.9K

Event2026-03-31

Filed2026-04-13

CANADIAN PACIFIC KANSAS CITY

-0.17%

Shares47.6K

Event2026-03-31

Filed2026-04-13

FELC

FIDELITY COVINGTON TRUST

-1.82%

Shares103.1K

Event2026-03-31

Filed2026-04-13

TPYP

TORTOISE CAPITAL SERIES TRUS

34.70%

Shares87.8K

Event2026-03-31

Filed2026-04-13

JPIE

J P MORGAN EXCHANGE TRADED F

2.77%

Shares78.4K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

-0.96%

Shares61.5K

Event2026-03-31

Filed2026-04-13

IWP

ISHARES TR

-80.25%

Shares23.0K

Event2026-03-31

Filed2026-04-13

HYMB

SPDR SERIES TRUST

-0.20%

Shares113.9K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

1.11%

Shares22.3K

Event2026-03-31

Filed2026-04-13