Sponsored

The Analysis of FIRETHORN WEALTH PARTNERS, LLC's Holdings & P&L

Currently, FIRETHORN WEALTH PARTNERS, LLC holds 189 types of securities in its portfolio with a total value $272.7M. In the most recent quarter, they have increased their positions in JAAA (+78.7K shares, valued at $4.0M), CORO (+76.5K shares, valued at $2.5M), ACWX (+31.3K shares, valued at $2.1M); decreased their positions in XLG (-50.6K shares, valued at $2.8M), IEMG (-28.7K shares, valued at $2.0M), EFV (-17.9K shares, valued at $1.3M); initiated new positions in CORO (+76.5K shares, valued at $2.5M), ACWX (+31.3K shares, valued at $2.1M), BLCR (+36.1K shares, valued at $1.5M).

1M P&L

+273.2K+0.10%

3M P&L

+17.4M+6.60%

HY P&L

+16.4M+6.20%

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/A203.2M

78.9%

2Consumer Electronics7.6M

3.0%

3Internet Retail4.3M

1.7%

Top Industries by Stock Count

1N/A108 stocks

61.7%

2REIT - Mortgage4 stocks

2.3%

3Aerospace & Defense4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR535.1K shares17.23%2026-03-312026-04-09

DFAC DIMENSIONAL ETF TRUST424.7K shares4.67%2026-03-312026-04-09

DFAU DIMENSIONAL ETF TRUST234.1K shares5.28%2026-03-312026-04-09

IVE ISHARES TR38.4K shares8.47%2026-03-312026-04-09

DYNF BLACKROCK ETF TRUST135.6K shares-3.85%2026-03-312026-04-09

SPYM SPDR SERIES TRUST100.5K shares16.08%2026-03-312026-04-09

AAPL APPLE INC30.0K shares5.30%2026-03-312026-04-09

IVW ISHARES TR63.1K shares3.11%2026-03-312026-04-09

Sponsored

IVV ISHARES TR10.4K shares2.40%2026-03-312026-04-09

EFV ISHARES TR64.4K shares-21.75%2026-03-312026-04-09

AMZN AMAZON COM INC20.9K shares17.89%2026-03-312026-04-09

QUAL ISHARES TR22.5K shares-18.50%2026-03-312026-04-09

PSQA PALMER SQUARE FUNDS TR184.7K shares4.90%2026-03-312026-04-09

ALPHABET INC ALPHABET INC12.8K shares-1.92%2026-03-312026-04-09

IEMG ISHARES INC51.9K shares-35.60%2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST92.4K shares15.43%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP9.6K shares1.96%2026-03-312026-04-09

THRO BLACKROCK ETF TRUST88.3K shares5.65%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.6K shares1.02%2026-03-312026-04-09

BBUS J P MORGAN EXCHANGE TRADED F26.4K shares4.34%2026-03-312026-04-09

JBBB JANUS DETROIT STR TR62.2K shares14.65%2026-03-312026-04-09

OEF ISHARES TR8.9K shares-18.34%2026-03-312026-04-09

IUSB ISHARES TR61.5K shares-1.70%2026-03-312026-04-09

DFIC DIMENSIONAL ETF TRUST76.2K shares-3.85%2026-03-312026-04-09

Sponsored

PWB INVESCO EXCHANGE TRADED FD T20.4K shares44.07%2026-03-312026-04-09

CORO BLACKROCK ETF TRUST76.5K sharesnew addition2026-03-312026-04-09

RWL INVESCO EXCH TRADED FD TR II20.6K shares48.64%2026-03-312026-04-09

ACWX ISHARES TR31.3K sharesnew addition2026-03-312026-04-09

DFSV DIMENSIONAL ETF TRUST60.1K shares-2.45%2026-03-312026-04-09

BAI BLACKROCK ETF TRUST63.9K shares5.19%2026-03-312026-04-09

DUHP DIMENSIONAL ETF TRUST57.1K shares-1.34%2026-03-312026-04-09

NVDA NVIDIA CORPORATION11.8K shares9.32%2026-03-312026-04-09

Sponsored

SCHZ SCHWAB STRATEGIC TR85.7K shares0.67%2026-03-312026-04-09

DFGP DIMENSIONAL ETF TRUST34.1K shares-3.59%2026-03-312026-04-09

SOFI SOFI TECHNOLOGIES INC106.7K shares-2.14%2026-03-312026-04-09

DFAX DIMENSIONAL ETF TRUST49.6K shares-3.37%2026-03-312026-04-09

SPMO INVESCO EXCH TRADED FD TR II14.9K shares8.30%2026-03-312026-04-09

CAT CATERPILLAR INC2.3K shares-5.46%2026-03-312026-04-09

MODL VICTORY PORTFOLIOS II35.8K shares7.94%2026-03-312026-04-09

IMFL INVESCO EXCH TRD SLF IDX FD50.4K shares45.32%2026-03-312026-04-09

Sponsored

CSX CSX CORP38.7K shares-2.54%2026-03-312026-04-09

AVEM AMERICAN CENTY ETF TR18.8K shares10.80%2026-03-312026-04-09

BLCR BLACKROCK ETF TRUST36.1K sharesnew addition2026-03-312026-04-09

DFSD DIMENSIONAL ETF TRUST30.7K shares5.47%2026-03-312026-04-09

SHLD GLOBAL X FDS20.0K shares41.09%2026-03-312026-04-09

WMT WALMART INC11.2K shares-0.78%2026-03-312026-04-09

MTUM ISHARES TR5.8K shares32.12%2026-03-312026-04-09

ALPHABET INC ALPHABET INC4.8K shares-2.32%2026-03-312026-04-09

Sponsored

JNJ JOHNSON & JOHNSON5.6K shares0.18%2026-03-312026-04-09

SO SOUTHERN CO13.9K shares0.35%2026-03-312026-04-09

SCHB SCHWAB STRATEGIC TR52.5K shares-0.29%2026-03-312026-04-09

XBI SPDR SERIES TRUST10.1K shares-0.48%2026-03-312026-04-09

IAGG ISHARES TR24.6K shares6.17%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO4.2K shares17.60%2026-03-312026-04-09

BROADCOM INC BROADCOM INC3.9K shares1.97%2026-03-312026-04-09

MBB ISHARES TR12.8K shares0.55%2026-03-312026-04-09

Sponsored

DFAE DIMENSIONAL ETF TRUST35.1K shares3.97%2026-03-312026-04-09

EFG ISHARES TR10.2K shares16.90%2026-03-312026-04-09

GOVT ISHARES TR47.5K shares299.10%2026-03-312026-04-09

TSLA TESLA INC2.9K shares-7.37%2026-03-312026-04-09

BINC BLACKROCK ETF TRUST II20.7K shares-17.98%2026-03-312026-04-09

XTEN BONDBLOXX ETF TRUST23.0K shares3.23%2026-03-312026-04-09

IVLU ISHARES TR26.3K shares0.44%2026-03-312026-04-09

ESGU ISHARES TR7.3K shares-0.95%2026-03-312026-04-09

Sponsored

ISHARES GOLD TR ISHARES GOLD TR11.7K shares-20.51%2026-03-312026-04-09

AFL AFLAC INC9.4K shares-1.43%2026-03-312026-04-09

SYBT STOCK YDS BANCORP INC14.9K shares0.00%2026-03-312026-04-09

DFEM DIMENSIONAL ETF TRUST28.6K shares-4.91%2026-03-312026-04-09

VTEB VANGUARD MUN BD FDS19.1K shares-4.17%2026-03-312026-04-09

TLH ISHARES TR9.3K shares-19.59%2026-03-312026-04-09

IWB ISHARES TR2.6K shares-2.34%2026-03-312026-04-09

XOM EXXON MOBIL CORP5.5K shares-0.76%2026-03-312026-04-09

Sponsored

IVR INVESCO MORTGAGE CAPITAL INC115.6K shares58.76%2026-03-312026-04-09

IYW ISHARES TR5.1K shares-5.15%2026-03-312026-04-09

META META PLATFORMS INC1.6K shares2.27%2026-03-312026-04-09

JIRE J P MORGAN EXCHANGE TRADED F11.8K shares-2.79%2026-03-312026-04-09

DCOR DIMENSIONAL ETF TRUST12.4K shares-5.44%2026-03-312026-04-09

AGOX STARBOARD INVT TR32.6K shares12.59%2026-03-312026-04-09

RTX RTX CORPORATION4.4K shares-3.82%2026-03-312026-04-09

BAC BANK AMERICA CORP17.0K shares-3.23%2026-03-312026-04-09

Sponsored

DISV DIMENSIONAL ETF TRUST20.1K shares-2.91%2026-03-312026-04-09

DFCF DIMENSIONAL ETF TRUST18.6K shares-5.18%2026-03-312026-04-09

DGCB DIMENSIONAL ETF TRUST14.4K shares0.61%2026-03-312026-04-09

EIX EDISON INTL10.5K shares-21.43%2026-03-312026-04-09

HON HONEYWELL INTL INC3.3K shares0.85%2026-03-312026-04-09

CB CHUBB LTD SWITZ2.3K shares10.51%2026-03-312026-04-09

AGNC AGNC INVT CORP73.8K shares32.26%2026-03-312026-04-09

DIHP DIMENSIONAL ETF TRUST22.1K shares-2.60%2026-03-312026-04-09

Sponsored

CVX CHEVRON CORPORATION3.4K shares1.56%2026-03-312026-04-09

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares26.96%2026-03-312026-04-09

DFGR DIMENSIONAL ETF TRUST25.2K shares-1.51%2026-03-312026-04-09

BA BOEING CO3.3K shares163.22%2026-03-312026-04-09

PG PROCTER & GAMBLE CO4.5K shares-0.95%2026-03-312026-04-09

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN29.7K shares55.64%2026-03-312026-04-09

HD HOME DEPOT INC1.8K shares0.33%2026-03-312026-04-09

ABBV ABBVIE INC2.7K shares-0.73%2026-03-312026-04-09

Sponsored

MUB ISHARES TR5.5K shares-0.56%2026-03-312026-04-09

DFIP DIMENSIONAL ETF TRUST13.9K shares-2.05%2026-03-312026-04-09

LOW LOWES COS INC2.4K shares-0.85%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II21.3K shares79.32%2026-03-312026-04-09

JGRO J P MORGAN EXCHANGE TRADED F6.7K shares-5.59%2026-03-312026-04-09

CATH GLOBAL X FDS7.2K shares4.68%2026-03-312026-04-09

KKR & CO INC KKR & CO INC6.0K shares-6.52%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.7K shares0.12%2026-03-312026-04-09

Sponsored

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE27.5K shares142.72%2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC3.3K shares-6.40%2026-03-312026-04-09

JAVA J P MORGAN EXCHANGE TRADED F7.5K shares-2.24%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.6K shares94.26%2026-03-312026-04-09

CSCO CISCO SYS INC6.8K shares0.49%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP850 shares0.35%2026-03-312026-04-09

KO COCA COLA CO6.7K shares-11.98%2026-03-312026-04-09

JGLO J P MORGAN EXCHANGE TRADED F7.8K shares-0.09%2026-03-312026-04-09

Sponsored

UBER UBER TECHNOLOGIES INC7.0K shares-15.21%2026-03-312026-04-09

MINT PIMCO ETF TR4.9K sharesnew addition2026-03-312026-04-09

PM PHILIP MORRIS INTL INC3.0K shares51.46%2026-03-312026-04-09

MO ALTRIA GROUP INC7.4K shares9.06%2026-03-312026-04-09

AGG ISHARES TR4.9K shares-33.06%2026-03-312026-04-09

DE DEERE & CO844 shares1.44%2026-03-312026-04-09

IEV ISHARES TR6.9K shares-0.01%2026-03-312026-04-09

SUSL ISHARES TR4.1K shares0.02%2026-03-312026-04-09

Sponsored

EATON CORP PLC EATON CORP PLC1.3K shares-9.46%2026-03-312026-04-09

SHOP SHOPIFY INC3.8K sharesnew addition2026-03-312026-04-09

MA MASTERCARD INCORPORATED904 shares-5.44%2026-03-312026-04-09

SFBS SERVISFIRST BANCSHARES INC6.2K shares0.03%2026-03-312026-04-09

V VISA INC1.5K shares-0.20%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION441 shares3.04%2026-03-312026-04-09

SPTM SPDR SERIES TRUST5.5K shares4.53%2026-03-312026-04-09

JCPB J P MORGAN EXCHANGE TRADED F9.1K shares6.26%2026-03-312026-04-09

Sponsored

DFEV DIMENSIONAL ETF TRUST11.6K shares-4.31%2026-03-312026-04-09

EMXC ISHARES INC5.3K shares-3.61%2026-03-312026-04-09

DEHP DIMENSIONAL ETF TRUST12.2K shares-4.24%2026-03-312026-04-09

D DOMINION ENERGY INC6.3K shares2.47%2026-03-312026-04-09

XLK SELECT SECTOR SPDR TR2.9K shares28.57%2026-03-312026-04-09

TPIF TIMOTHY PLAN10.2K shares-12.79%2026-03-312026-04-09

WRB BERKLEY W R CORP5.5K shares-0.24%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE1.2K shares-6.71%2026-03-312026-04-09

Sponsored

LMUB ISHARES TR7.0K sharesnew addition2026-03-312026-04-09

JBND J P MORGAN EXCHANGE TRADED F6.5K sharesnew addition2026-03-312026-04-09

UYLD ANGEL OAK FUNDS TRUST6.7K shares1.13%2026-03-312026-04-09

ICVT ISHARES TR3.4K shares22.44%2026-03-312026-04-09

XLG INVESCO EXCHANGE TRADED FD T6.3K shares-89.01%2026-03-312026-04-09

LIEN CHICAGO ATLANTIC BDC INC35.7K shares12.02%2026-03-312026-04-09

SLV ISHARES SILVER TR4.9K shares-41.10%2026-03-312026-04-09

VSS VANGUARD INTL EQUITY INDEX F2.3K shares40.67%2026-03-312026-04-09

Sponsored

GS GOLDMAN SACHS GROUP INC378 shares-5.03%2026-03-312026-04-09

GLDM WORLD GOLD TR3.4K shares-55.16%2026-03-312026-04-09

GNMA ISHARES TR7.2K shares-0.57%2026-03-312026-04-09

GEHC GE HEALTHCARE TECHNOLOGIES I4.4K shares-3.20%2026-03-312026-04-09

SYSB ISHARES TR3.5K sharesnew addition2026-03-312026-04-09

BN BROOKFIELD CORP7.7K shares-3.68%2026-03-312026-04-09

CLM CORNERSTONE STRATEGIC INVEST40.3K shares103.70%2026-03-312026-04-09

JEMA J P MORGAN EXCHANGE TRADED F5.4K shares4.64%2026-03-312026-04-09

Sponsored

NOC NORTHROP GRUMMAN CORP411 shares-11.61%2026-03-312026-04-09

STERIS PLC STERIS PLC1.3K shares-1.80%2026-03-312026-04-09

DGRO ISHARES TR3.8K shares-0.03%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.2K shares2.15%2026-03-312026-04-09

LLY ELI LILLY & CO288 shares-1.03%2026-03-312026-04-09

EMGF ISHARES INC4.3K shares-1.17%2026-03-312026-04-09

IDEF BLACKROCK ETF TRUST7.9K sharesnew addition2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS5.7K shares-0.65%2026-03-312026-04-09

Sponsored

SPYV SPDR SERIES TRUST4.5K shares-11.06%2026-03-312026-04-09

DUSB DIMENSIONAL ETF TRUST5.0K shares10.67%2026-03-312026-04-09

FE FIRSTENERGY CORP5.0K shares-6.76%2026-03-312026-04-09

EMB ISHARES TR2.7K shares-37.17%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC495 shares0.81%2026-03-312026-04-09

GEV GE VERNOVA INC277 sharesnew addition2026-03-312026-04-09

ITOT ISHARES TR1.7K shares6.13%2026-03-312026-04-09

CRF CORNERSTONE TOTAL RETURN FD34.3K shares4.85%2026-03-312026-04-09

Sponsored

F FORD MTR CO20.3K shares-0.62%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR7.6K shares2.76%2026-03-312026-04-09

MS MORGAN STANLEY1.4K shares-3.37%2026-03-312026-04-09

OMFL INVESCO EXCH TRD SLF IDX FD3.7K shares-5.00%2026-03-312026-04-09

HCA HCA HEALTHCARE INC460 shares-15.75%2026-03-312026-04-09

AG FIRST MAJESTIC SILVER CORP10.0K sharesnew addition2026-03-312026-04-09

STWD STARWOOD PPTY TR INC12.3K shares2.83%2026-03-312026-04-09

WFC WELLS FARGO & CO2.6K shares-2.33%2026-03-312026-04-09

Sponsored

KMB KIMBERLY-CLARK CORP2.2K shares1.84%2026-03-312026-04-09

GOF GUGGENHEIM STRATEGIC OPPORTU18.9K shares4.66%2026-03-312026-04-09

IUSV ISHARES TR2.0K shares0.40%2026-03-312026-04-09

DIA STATE STR SPDR DOW JONES IND438 shares-2.23%2026-03-312026-04-09

ALL ALLSTATE CORP976 shares-0.20%2026-03-312026-04-09

JIVE J P MORGAN EXCHANGE TRADED F2.4K sharesnew addition2026-03-312026-04-09

PDI PIMCO DYNAMIC INCOME FD11.3K shares3.70%2026-03-312026-04-09

NOK NOKIA CORP24.0K shares0.00%2026-03-312026-04-09

Sponsored

DX DYNEX CAP INC14.9K shares-3.46%2026-03-312026-04-09

HBAN HUNTINGTON BANCSHARES INC10.5K sharesnew addition2026-03-312026-04-09

SOUN SOUNDHOUND AI INC19.0K shares0.00%2026-03-312026-04-09

IBRX IMMUNITYBIO INC12.2K sharesnew addition2026-03-312026-04-09

NUVB NUVATION BIO INC20.4K shares0.00%2026-03-312026-04-09

JAAA

JANUS DETROIT STR TR

17.23%

Shares535.1K

Event2026-03-31

Filed2026-04-09

DFAC

DIMENSIONAL ETF TRUST

4.67%

Shares424.7K

Event2026-03-31

Filed2026-04-09

DFAU

DIMENSIONAL ETF TRUST

5.28%

Shares234.1K

Event2026-03-31

Filed2026-04-09

IVE

ISHARES TR

8.47%

Shares38.4K

Event2026-03-31

Filed2026-04-09

DYNF

BLACKROCK ETF TRUST

-3.85%

Shares135.6K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

16.08%

Shares100.5K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

5.30%

Shares30.0K

Event2026-03-31

Filed2026-04-09

IVW

ISHARES TR

3.11%

Shares63.1K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

2.40%

Shares10.4K

Event2026-03-31

Filed2026-04-09

EFV

ISHARES TR

-21.75%

Shares64.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

17.89%

Shares20.9K

Event2026-03-31

Filed2026-04-09

QUAL

ISHARES TR

-18.50%

Shares22.5K

Event2026-03-31

Filed2026-04-09

PSQA

PALMER SQUARE FUNDS TR

4.90%

Shares184.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-1.92%

Shares12.8K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

-35.60%

Shares51.9K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

15.43%

Shares92.4K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

1.96%

Shares9.6K

Event2026-03-31

Filed2026-04-09

THRO

BLACKROCK ETF TRUST

5.65%

Shares88.3K

Event2026-03-31

Filed2026-04-09

BERKSHIRE HATHAWAY INC DEL

1.02%

Shares6.6K

Event2026-03-31

Filed2026-04-09

BBUS

J P MORGAN EXCHANGE TRADED F

4.34%

Shares26.4K

Event2026-03-31

Filed2026-04-09

JBBB

JANUS DETROIT STR TR

14.65%

Shares62.2K

Event2026-03-31

Filed2026-04-09

OEF

ISHARES TR

-18.34%

Shares8.9K

Event2026-03-31

Filed2026-04-09

IUSB

ISHARES TR

-1.70%

Shares61.5K

Event2026-03-31

Filed2026-04-09

DFIC

DIMENSIONAL ETF TRUST

-3.85%

Shares76.2K

Event2026-03-31

Filed2026-04-09

PWB

INVESCO EXCHANGE TRADED FD T

44.07%

Shares20.4K

Event2026-03-31

Filed2026-04-09

CORO

BLACKROCK ETF TRUST

New

Shares76.5K

Event2026-03-31

Filed2026-04-09

RWL

INVESCO EXCH TRADED FD TR II

48.64%

Shares20.6K

Event2026-03-31

Filed2026-04-09

ACWX

ISHARES TR

New

Shares31.3K

Event2026-03-31

Filed2026-04-09

DFSV

DIMENSIONAL ETF TRUST

-2.45%

Shares60.1K

Event2026-03-31

Filed2026-04-09

BAI

BLACKROCK ETF TRUST

5.19%

Shares63.9K

Event2026-03-31

Filed2026-04-09

DUHP

DIMENSIONAL ETF TRUST

-1.34%

Shares57.1K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

9.32%

Shares11.8K

Event2026-03-31

Filed2026-04-09

SCHZ

SCHWAB STRATEGIC TR

0.67%

Shares85.7K

Event2026-03-31

Filed2026-04-09

DFGP

DIMENSIONAL ETF TRUST

-3.59%

Shares34.1K

Event2026-03-31

Filed2026-04-09

SOFI

SOFI TECHNOLOGIES INC

-2.14%

Shares106.7K

Event2026-03-31

Filed2026-04-09

DFAX

DIMENSIONAL ETF TRUST

-3.37%

Shares49.6K

Event2026-03-31

Filed2026-04-09

SPMO

INVESCO EXCH TRADED FD TR II

8.30%

Shares14.9K

Event2026-03-31

Filed2026-04-09

CAT

CATERPILLAR INC

-5.46%

Shares2.3K

Event2026-03-31

Filed2026-04-09

MODL

VICTORY PORTFOLIOS II

7.94%

Shares35.8K

Event2026-03-31

Filed2026-04-09

IMFL

INVESCO EXCH TRD SLF IDX FD

45.32%

Shares50.4K

Event2026-03-31

Filed2026-04-09

CSX

CSX CORP

-2.54%

Shares38.7K

Event2026-03-31

Filed2026-04-09

AVEM

AMERICAN CENTY ETF TR

10.80%

Shares18.8K

Event2026-03-31

Filed2026-04-09

BLCR

BLACKROCK ETF TRUST

New

Shares36.1K

Event2026-03-31

Filed2026-04-09

DFSD

DIMENSIONAL ETF TRUST

5.47%

Shares30.7K

Event2026-03-31

Filed2026-04-09

SHLD

GLOBAL X FDS

41.09%

Shares20.0K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

-0.78%

Shares11.2K

Event2026-03-31

Filed2026-04-09

MTUM

ISHARES TR

32.12%

Shares5.8K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.32%

Shares4.8K

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

0.18%

Shares5.6K

Event2026-03-31

Filed2026-04-09

SOUTHERN CO

0.35%

Shares13.9K

Event2026-03-31

Filed2026-04-09

SCHB

SCHWAB STRATEGIC TR

-0.29%

Shares52.5K

Event2026-03-31

Filed2026-04-09

XBI

SPDR SERIES TRUST

-0.48%

Shares10.1K

Event2026-03-31

Filed2026-04-09

IAGG

ISHARES TR

6.17%

Shares24.6K

Event2026-03-31

Filed2026-04-09

JPM

JPMORGAN CHASE & CO

17.60%

Shares4.2K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

1.97%

Shares3.9K

Event2026-03-31

Filed2026-04-09

MBB

ISHARES TR

0.55%

Shares12.8K

Event2026-03-31

Filed2026-04-09

DFAE

DIMENSIONAL ETF TRUST

3.97%

Shares35.1K

Event2026-03-31

Filed2026-04-09

EFG

ISHARES TR

16.90%

Shares10.2K

Event2026-03-31

Filed2026-04-09

GOVT

ISHARES TR

299.10%

Shares47.5K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-7.37%

Shares2.9K

Event2026-03-31

Filed2026-04-09

BINC

BLACKROCK ETF TRUST II

-17.98%

Shares20.7K

Event2026-03-31

Filed2026-04-09

XTEN

BONDBLOXX ETF TRUST

3.23%

Shares23.0K

Event2026-03-31

Filed2026-04-09

IVLU

ISHARES TR

0.44%

Shares26.3K

Event2026-03-31

Filed2026-04-09

ESGU

ISHARES TR

-0.95%

Shares7.3K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

-20.51%

Shares11.7K

Event2026-03-31

Filed2026-04-09

AFL

AFLAC INC

-1.43%

Shares9.4K

Event2026-03-31

Filed2026-04-09

SYBT

STOCK YDS BANCORP INC

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-09

DFEM

DIMENSIONAL ETF TRUST

-4.91%

Shares28.6K

Event2026-03-31

Filed2026-04-09

VTEB

VANGUARD MUN BD FDS

-4.17%

Shares19.1K

Event2026-03-31

Filed2026-04-09

TLH

ISHARES TR

-19.59%

Shares9.3K

Event2026-03-31

Filed2026-04-09

IWB

ISHARES TR

-2.34%

Shares2.6K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

-0.76%

Shares5.5K

Event2026-03-31

Filed2026-04-09

IVR

INVESCO MORTGAGE CAPITAL INC

58.76%

Shares115.6K

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

-5.15%

Shares5.1K

Event2026-03-31

Filed2026-04-09

META

META PLATFORMS INC

2.27%

Shares1.6K

Event2026-03-31

Filed2026-04-09

JIRE

J P MORGAN EXCHANGE TRADED F

-2.79%

Shares11.8K

Event2026-03-31

Filed2026-04-09

DCOR

DIMENSIONAL ETF TRUST

-5.44%

Shares12.4K

Event2026-03-31

Filed2026-04-09

AGOX

STARBOARD INVT TR

12.59%

Shares32.6K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

-3.82%

Shares4.4K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

-3.23%

Shares17.0K

Event2026-03-31

Filed2026-04-09

DISV

DIMENSIONAL ETF TRUST

-2.91%

Shares20.1K

Event2026-03-31

Filed2026-04-09

DFCF

DIMENSIONAL ETF TRUST

-5.18%

Shares18.6K

Event2026-03-31

Filed2026-04-09

DGCB

DIMENSIONAL ETF TRUST

0.61%

Shares14.4K

Event2026-03-31

Filed2026-04-09

EIX

EDISON INTL

-21.43%

Shares10.5K

Event2026-03-31

Filed2026-04-09

HON

HONEYWELL INTL INC

0.85%

Shares3.3K

Event2026-03-31

Filed2026-04-09

CHUBB LTD SWITZ

10.51%

Shares2.3K

Event2026-03-31

Filed2026-04-09

AGNC

AGNC INVT CORP

32.26%

Shares73.8K

Event2026-03-31

Filed2026-04-09

DIHP

DIMENSIONAL ETF TRUST

-2.60%

Shares22.1K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

1.56%

Shares3.4K

Event2026-03-31

Filed2026-04-09

DUKE ENERGY CORP NEW

26.96%

Shares5.2K

Event2026-03-31

Filed2026-04-09

DFGR

DIMENSIONAL ETF TRUST

-1.51%

Shares25.2K

Event2026-03-31

Filed2026-04-09

BOEING CO

163.22%

Shares3.3K

Event2026-03-31

Filed2026-04-09

PROCTER & GAMBLE CO

-0.95%

Shares4.5K

Event2026-03-31

Filed2026-04-09

ANNALY CAPITAL MANAGEMENT IN

55.64%

Shares29.7K

Event2026-03-31

Filed2026-04-09

HOME DEPOT INC

0.33%

Shares1.8K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

-0.73%

Shares2.7K

Event2026-03-31

Filed2026-04-09

MUB

ISHARES TR

-0.56%

Shares5.5K

Event2026-03-31

Filed2026-04-09

DFIP

DIMENSIONAL ETF TRUST

-2.05%

Shares13.9K

Event2026-03-31

Filed2026-04-09

LOW

LOWES COS INC

-0.85%

Shares2.4K

Event2026-03-31

Filed2026-04-09

INVESCO EXCH TRADED FD TR II

79.32%

Shares21.3K

Event2026-03-31

Filed2026-04-09

JGRO

J P MORGAN EXCHANGE TRADED F

-5.59%

Shares6.7K

Event2026-03-31

Filed2026-04-09

CATH

GLOBAL X FDS

4.68%

Shares7.2K

Event2026-03-31

Filed2026-04-09

KKR & CO INC

-6.52%

Shares6.0K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-09

BITMINE IMMERSION TECNOLOGIE

142.72%

Shares27.5K

Event2026-03-31

Filed2026-04-09

DELL

DELL TECHNOLOGIES INC

-6.40%

Shares3.3K

Event2026-03-31

Filed2026-04-09

JAVA

J P MORGAN EXCHANGE TRADED F

-2.24%

Shares7.5K

Event2026-03-31

Filed2026-04-09

INVESCO EXCHANGE TRADED FD T

94.26%

Shares11.6K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

0.49%

Shares6.8K

Event2026-03-31

Filed2026-04-09

LMT

LOCKHEED MARTIN CORP

0.35%

Shares850

Event2026-03-31

Filed2026-04-09

COCA COLA CO

-11.98%

Shares6.7K

Event2026-03-31

Filed2026-04-09

JGLO

J P MORGAN EXCHANGE TRADED F

-0.09%

Shares7.8K

Event2026-03-31

Filed2026-04-09

UBER

UBER TECHNOLOGIES INC

-15.21%

Shares7.0K

Event2026-03-31

Filed2026-04-09

MINT

PIMCO ETF TR

New

Shares4.9K

Event2026-03-31

Filed2026-04-09

PHILIP MORRIS INTL INC

51.46%

Shares3.0K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

9.06%

Shares7.4K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

-33.06%

Shares4.9K

Event2026-03-31

Filed2026-04-09

DEERE & CO

1.44%

Shares844

Event2026-03-31

Filed2026-04-09

IEV

ISHARES TR

-0.01%

Shares6.9K

Event2026-03-31

Filed2026-04-09

SUSL

ISHARES TR

0.02%

Shares4.1K

Event2026-03-31

Filed2026-04-09

EATON CORP PLC

-9.46%

Shares1.3K

Event2026-03-31

Filed2026-04-09

SHOP

SHOPIFY INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-09

MASTERCARD INCORPORATED

-5.44%

Shares904

Event2026-03-31

Filed2026-04-09

SFBS

SERVISFIRST BANCSHARES INC

0.03%

Shares6.2K

Event2026-03-31

Filed2026-04-09

VISA INC

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-04-09

COST

COSTCO WHOLESALE CORPORATION

3.04%

Shares441

Event2026-03-31

Filed2026-04-09

SPTM

SPDR SERIES TRUST

4.53%

Shares5.5K

Event2026-03-31

Filed2026-04-09

JCPB

J P MORGAN EXCHANGE TRADED F

6.26%

Shares9.1K

Event2026-03-31

Filed2026-04-09

DFEV

DIMENSIONAL ETF TRUST

-4.31%

Shares11.6K

Event2026-03-31

Filed2026-04-09

EMXC

ISHARES INC

-3.61%

Shares5.3K

Event2026-03-31

Filed2026-04-09

DEHP

DIMENSIONAL ETF TRUST

-4.24%

Shares12.2K

Event2026-03-31

Filed2026-04-09

DOMINION ENERGY INC

2.47%

Shares6.3K

Event2026-03-31

Filed2026-04-09

XLK

SELECT SECTOR SPDR TR

28.57%

Shares2.9K

Event2026-03-31

Filed2026-04-09

TPIF

TIMOTHY PLAN

-12.79%

Shares10.2K

Event2026-03-31

Filed2026-04-09

WRB

BERKLEY W R CORP

-0.24%

Shares5.5K

Event2026-03-31

Filed2026-04-09

GE AEROSPACE

-6.71%

Shares1.2K

Event2026-03-31

Filed2026-04-09

LMUB

ISHARES TR

New

Shares7.0K

Event2026-03-31

Filed2026-04-09

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares6.5K

Event2026-03-31

Filed2026-04-09

UYLD

ANGEL OAK FUNDS TRUST

1.13%

Shares6.7K

Event2026-03-31

Filed2026-04-09

ICVT

ISHARES TR

22.44%

Shares3.4K

Event2026-03-31

Filed2026-04-09

XLG

INVESCO EXCHANGE TRADED FD T

-89.01%

Shares6.3K

Event2026-03-31

Filed2026-04-09

LIEN

CHICAGO ATLANTIC BDC INC

12.02%

Shares35.7K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

-41.10%

Shares4.9K

Event2026-03-31

Filed2026-04-09

VSS

VANGUARD INTL EQUITY INDEX F

40.67%

Shares2.3K

Event2026-03-31

Filed2026-04-09

GOLDMAN SACHS GROUP INC

-5.03%

Shares378

Event2026-03-31

Filed2026-04-09

GLDM

WORLD GOLD TR

-55.16%

Shares3.4K

Event2026-03-31

Filed2026-04-09

GNMA

ISHARES TR

-0.57%

Shares7.2K

Event2026-03-31

Filed2026-04-09

GEHC

GE HEALTHCARE TECHNOLOGIES I

-3.20%

Shares4.4K

Event2026-03-31

Filed2026-04-09

SYSB

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-09

BROOKFIELD CORP

-3.68%

Shares7.7K

Event2026-03-31

Filed2026-04-09

CLM

CORNERSTONE STRATEGIC INVEST

103.70%

Shares40.3K

Event2026-03-31

Filed2026-04-09

JEMA

J P MORGAN EXCHANGE TRADED F

4.64%

Shares5.4K

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

-11.61%

Shares411

Event2026-03-31

Filed2026-04-09

STERIS PLC

-1.80%

Shares1.3K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

2.15%

Shares1.2K

Event2026-03-31

Filed2026-04-09

LLY

ELI LILLY & CO

-1.03%

Shares288

Event2026-03-31

Filed2026-04-09

EMGF

ISHARES INC

-1.17%

Shares4.3K

Event2026-03-31

Filed2026-04-09

IDEF

BLACKROCK ETF TRUST

New

Shares7.9K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

-0.65%

Shares5.7K

Event2026-03-31

Filed2026-04-09

SPYV

SPDR SERIES TRUST

-11.06%

Shares4.5K

Event2026-03-31

Filed2026-04-09

DUSB

DIMENSIONAL ETF TRUST

10.67%

Shares5.0K

Event2026-03-31

Filed2026-04-09

FIRSTENERGY CORP

-6.76%

Shares5.0K

Event2026-03-31

Filed2026-04-09

EMB

ISHARES TR

-37.17%

Shares2.7K

Event2026-03-31

Filed2026-04-09

TMO

THERMO FISHER SCIENTIFIC INC

0.81%

Shares495

Event2026-03-31

Filed2026-04-09

GEV

GE VERNOVA INC

New

Shares277

Event2026-03-31

Filed2026-04-09

ITOT

ISHARES TR

6.13%

Shares1.7K

Event2026-03-31

Filed2026-04-09

CRF

CORNERSTONE TOTAL RETURN FD

4.85%

Shares34.3K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

-0.62%

Shares20.3K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

2.76%

Shares7.6K

Event2026-03-31

Filed2026-04-09

MORGAN STANLEY

-3.37%

Shares1.4K

Event2026-03-31

Filed2026-04-09

OMFL

INVESCO EXCH TRD SLF IDX FD

-5.00%

Shares3.7K

Event2026-03-31

Filed2026-04-09

HCA

HCA HEALTHCARE INC

-15.75%

Shares460

Event2026-03-31

Filed2026-04-09

FIRST MAJESTIC SILVER CORP

New

Shares10.0K

Event2026-03-31

Filed2026-04-09

STWD

STARWOOD PPTY TR INC

2.83%

Shares12.3K

Event2026-03-31

Filed2026-04-09

WFC

WELLS FARGO & CO

-2.33%

Shares2.6K

Event2026-03-31

Filed2026-04-09

KMB

KIMBERLY-CLARK CORP

1.84%

Shares2.2K

Event2026-03-31

Filed2026-04-09

GOF

GUGGENHEIM STRATEGIC OPPORTU

4.66%

Shares18.9K

Event2026-03-31

Filed2026-04-09

IUSV

ISHARES TR

0.40%

Shares2.0K

Event2026-03-31

Filed2026-04-09

DIA

STATE STR SPDR DOW JONES IND

-2.23%

Shares438

Event2026-03-31

Filed2026-04-09

ALL

ALLSTATE CORP

-0.20%

Shares976

Event2026-03-31

Filed2026-04-09

JIVE

J P MORGAN EXCHANGE TRADED F

New

Shares2.4K

Event2026-03-31

Filed2026-04-09

PDI

PIMCO DYNAMIC INCOME FD

3.70%

Shares11.3K

Event2026-03-31

Filed2026-04-09

NOK

NOKIA CORP

0.00%

Shares24.0K

Event2026-03-31

Filed2026-04-09

DYNEX CAP INC

-3.46%

Shares14.9K

Event2026-03-31

Filed2026-04-09

HBAN

HUNTINGTON BANCSHARES INC

New

Shares10.5K

Event2026-03-31

Filed2026-04-09

SOUN

SOUNDHOUND AI INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-09

IBRX

IMMUNITYBIO INC

New

Shares12.2K

Event2026-03-31

Filed2026-04-09

NUVB

NUVATION BIO INC

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-09

Call Option Holdings

No call option holdings data available

Put Option Holdings

IVR Put PutINVESCO MORTGAGE CAPITAL INC11.5K sharesnew addition2026-03-312026-04-09

IVR Put

INVESCO MORTGAGE CAPITAL INC

New

Shares11.5K

Event2026-03-31

Filed2026-04-09