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The Analysis of Focus Financial Network, Inc.'s Holdings & P&L

Currently, Focus Financial Network, Inc. holds 729 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in FESM (+666.9K shares, valued at $25.3M), N/A (+391.9K shares, valued at $20.7M), SNDK (+15.3K shares, valued at $9.7M); decreased their positions in SPSM (-557.7K shares, valued at $26.9M), SPY (-15.0K shares, valued at $9.8M), QUAL (-32.1K shares, valued at $6.2M); initiated new positions in N/A (+391.9K shares, valued at $20.7M), SNDK (+15.3K shares, valued at $9.7M), CORO (+212.8K shares, valued at $6.8M).

1M P&L

+126.3M+4.65%

3M P&L

+105.3M+3.84%

HY P&L

+226.4M+8.65%

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/A1.8B

69.1%

2Semiconductors295.1M

11.6%

3Consumer Electronics86.1M

3.4%

Top Industries by Stock Count

1N/A427 stocks

62.6%

2Software - Application12 stocks

1.8%

3Software - Infrastructure11 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.6M shares-0.40%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR4.7M shares-0.64%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR159.4K shares-3.97%2026-03-312026-04-14

AAPL APPLE INC339.3K shares-1.03%2026-03-312026-04-14

IVV ISHARES TR113.0K shares6.22%2026-03-312026-04-14

AMZN AMAZON COM INC306.9K shares-0.83%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR2.0M shares-9.18%2026-03-312026-04-14

AGG ISHARES TR608.4K shares3.82%2026-03-312026-04-14

Sponsored

VTV VANGUARD INDEX FDS277.2K shares19.92%2026-03-312026-04-14

FNDF SCHWAB STRATEGIC TR776.4K shares18.15%2026-03-312026-04-14

IEF ISHARES TR383.6K shares3.56%2026-03-312026-04-14

QLD PROSHARES TR599.5K shares0.02%2026-03-312026-04-14

VXUS VANGUARD STAR FDS468.3K shares-0.55%2026-03-312026-04-14

XMHQ INVESCO EXCHANGE TRADED FD T343.1K shares4.07%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS239.1K shares2.94%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL59.8K shares-10.39%2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC99.4K shares-7.92%2026-03-312026-04-14

FESM FIDELITY COVINGTON TRUST727.8K shares1095.14%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS423.0K shares4.53%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T38.9K shares-27.84%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS109.3K shares3.34%2026-03-312026-04-14

MSFT MICROSOFT CORP62.3K shares-6.51%2026-03-312026-04-14

IWR ISHARES TR221.9K shares-1.56%2026-03-312026-04-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO391.9K sharesnew addition2026-03-312026-04-14

Sponsored

SCHV SCHWAB STRATEGIC TR636.8K shares-10.89%2026-03-312026-04-14

EMXC ISHARES INC234.8K shares1.85%2026-03-312026-04-14

SPHQ INVESCO EXCHANGE TRADED FD T241.0K shares0.63%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR136.0K shares-5.59%2026-03-312026-04-14

XMMO INVESCO EXCHANGE TRADED FD T124.0K shares3.67%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR699.7K shares5.73%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F323.7K shares1.63%2026-03-312026-04-14

XSMO INVESCO EXCHANGE TRADED FD T222.0K shares5.59%2026-03-312026-04-14

Sponsored

IVW ISHARES TR147.2K shares-10.57%2026-03-312026-04-14

SDVY FIRST TR EXCHANGE TRADED FD415.1K shares4.87%2026-03-312026-04-14

SPYM SPDR SERIES TRUST213.1K shares-14.27%2026-03-312026-04-14

ETFS GOLD TR ETFS GOLD TR358.4K shares0.08%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR613.4K shares-4.55%2026-03-312026-04-14

DGRW WISDOMTREE TR177.7K shares1.06%2026-03-312026-04-14

SCHM SCHWAB STRATEGIC TR485.6K shares13.73%2026-03-312026-04-14

QUAL ISHARES TR77.8K shares-29.20%2026-03-312026-04-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II59.8K shares-21.57%2026-03-312026-04-14

VBK VANGUARD INDEX FDS46.9K shares2.33%2026-03-312026-04-14

GLD SPDR GOLD TR30.1K shares-10.23%2026-03-312026-04-14

GTO INVESCO ACTIVELY MANAGED EXC272.6K shares-11.94%2026-03-312026-04-14

IMTM ISHARES TR259.4K shares4.09%2026-03-312026-04-14

ILTB ISHARES TR254.2K shares4.69%2026-03-312026-04-14

SCHF SCHWAB STRATEGIC TR492.5K shares3.04%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR414.1K shares-3.20%2026-03-312026-04-14

Sponsored

IQLT ISHARES TR250.6K shares24.80%2026-03-312026-04-14

DYNF BLACKROCK ETF TRUST194.8K shares5.19%2026-03-312026-04-14

VTI VANGUARD INDEX FDS33.5K shares4.46%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS135.7K shares-17.52%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION10.3K shares-5.27%2026-03-312026-04-14

IUSB ISHARES TR217.0K shares33.01%2026-03-312026-04-14

SNDK SANDISK CORP15.3K sharesnew addition2026-03-312026-04-14

VHT VANGUARD WORLD FD35.3K shares-6.50%2026-03-312026-04-14

Sponsored

UNH UNITEDHEALTH GROUP INC34.5K shares-8.58%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO31.7K shares-3.53%2026-03-312026-04-14

SPSM SPDR SERIES TRUST189.1K shares-74.68%2026-03-312026-04-14

RDVY FIRST TR EXCHANGE TRADED FD131.2K shares1.53%2026-03-312026-04-14

SCHP SCHWAB STRATEGIC TR336.2K shares3.60%2026-03-312026-04-14

NVT NVENT ELEC PLC73.5K shares-1.01%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS13.9K shares15.02%2026-03-312026-04-14

IVE ISHARES TR38.8K shares-36.77%2026-03-312026-04-14

Sponsored

EFV ISHARES TR108.9K shares-38.25%2026-03-312026-04-14

MMM 3M CO53.3K shares-8.66%2026-03-312026-04-14

MUB ISHARES TR71.5K shares12.91%2026-03-312026-04-14

SCHO SCHWAB STRATEGIC TR297.2K shares-6.78%2026-03-312026-04-14

CAT CATERPILLAR INC9.9K shares-6.09%2026-03-312026-04-14

CORO BLACKROCK ETF TRUST212.8K sharesnew addition2026-03-312026-04-14

JNJ JOHNSON & JOHNSON27.9K shares-9.56%2026-03-312026-04-14

JQUA J P MORGAN EXCHANGE TRADED F110.7K shares0.73%2026-03-312026-04-14

Sponsored

BROADCOM INC BROADCOM INC20.9K shares-12.18%2026-03-312026-04-14

XEL XCEL ENERGY INC80.3K shares-13.57%2026-03-312026-04-14

DAL DELTA AIR LINES INC95.6K shares0.12%2026-03-312026-04-14

LLY ELI LILLY & CO6.9K shares-5.02%2026-03-312026-04-14

PNR PENTAIR PLC72.6K shares0.00%2026-03-312026-04-14

BINC BLACKROCK ETF TRUST II121.7K shares47.83%2026-03-312026-04-14

SHY ISHARES TR75.4K shares-21.97%2026-03-312026-04-14

TSLA TESLA INC16.1K shares-5.79%2026-03-312026-04-14

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.8K shares-3.32%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR94.8K shares-0.50%2026-03-312026-04-14

PFM INVESCO EXCHANGE TRADED FD T113.3K shares-0.18%2026-03-312026-04-14

JPIE J P MORGAN EXCHANGE TRADED F123.9K shares7.99%2026-03-312026-04-14

VUG VANGUARD INDEX FDS12.9K shares8.31%2026-03-312026-04-14

META META PLATFORMS INC9.8K shares-1.93%2026-03-312026-04-14

EMLP FIRST TR EXCHANGE-TRADED FD128.0K shares6.63%2026-03-312026-04-14

AOM ISHARES TR115.9K shares17.03%2026-03-312026-04-14

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD47.0K shares4.09%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS69.9K shares0.30%2026-03-312026-04-14

SCHZ SCHWAB STRATEGIC TR220.9K shares-44.61%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO20.3K shares15.81%2026-03-312026-04-14

VO VANGUARD INDEX FDS17.5K shares17.91%2026-03-312026-04-14

IONQ IONQ INC174.3K shares1.50%2026-03-312026-04-14

VGLT VANGUARD SCOTTSDALE FDS90.1K shares8.41%2026-03-312026-04-14

IEMG ISHARES INC71.4K shares-38.15%2026-03-312026-04-14

Sponsored

VGT VANGUARD WORLD FD7.1K shares-9.45%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC14.6K shares131.75%2026-03-312026-04-14

WMT WALMART INC39.8K shares-3.62%2026-03-312026-04-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F70.2K shares8.23%2026-03-312026-04-14

IWS ISHARES TR33.0K shares1.16%2026-03-312026-04-14

JBND J P MORGAN EXCHANGE TRADED F89.0K shares20.17%2026-03-312026-04-14

THRO BLACKROCK ETF TRUST131.9K shares30.93%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC5.6K shares-15.13%2026-03-312026-04-14

Sponsored

FNDX SCHWAB STRATEGIC TR170.9K shares-0.47%2026-03-312026-04-14

SPYV SPDR SERIES TRUST84.0K sharesnew addition2026-03-312026-04-14

PUTNAM ETF TRUST PUTNAM ETF TRUST541.6K sharesnew addition2026-03-312026-04-14

CGDV CAPITAL GROUP DIVIDEND VALUE110.8K shares61.65%2026-03-312026-04-14

BAI BLACKROCK ETF TRUST137.8K shares151.19%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR90.2K shares-7.37%2026-03-312026-04-14

IYW ISHARES TR24.5K shares-42.96%2026-03-312026-04-14

LVHI LEGG MASON ETF INVT109.1K shares-17.67%2026-03-312026-04-14

Sponsored

VLUE ISHARES TR31.1K shares-16.44%2026-03-312026-04-14

SPMO INVESCO EXCH TRADED FD TR II39.3K shares28.35%2026-03-312026-04-14

XOM EXXON MOBIL CORP24.9K shares-8.07%2026-03-312026-04-14

NOW SERVICENOW INC40.0K shares-25.40%2026-03-312026-04-14

USMV ISHARES TR45.0K shares-9.45%2026-03-312026-04-14

IJR ISHARES TR33.0K shares-6.11%2026-03-312026-04-14

ALPHABET INC ALPHABET INC14.3K shares-1.86%2026-03-312026-04-14

MBB ISHARES TR43.1K shares-1.55%2026-03-312026-04-14

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PID INVESCO EXCHANGE TRADED FD T184.0K shares-19.50%2026-03-312026-04-14

VUSB VANGUARD BD INDEX FDS82.1K shares-2.19%2026-03-312026-04-14

XCEM COLUMBIA ETF TR II99.6K shares16.81%2026-03-312026-04-14

QTEC FIRST TR EXCHANGE-TRADED FD18.6K shares15.61%2026-03-312026-04-14

ABT ABBOTT LABORATORIES38.8K shares-2.63%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F78.4K shares12.64%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F68.6K shares-6.01%2026-03-312026-04-14

USFR WISDOMTREE TR76.8K shares-12.13%2026-03-312026-04-14

Sponsored

XLG INVESCO EXCHANGE TRADED FD T69.9K shares-23.05%2026-03-312026-04-14

ECL ECOLAB INC14.1K shares-1.77%2026-03-312026-04-14

VFH VANGUARD WORLD FD31.0K shares3.99%2026-03-312026-04-14

RSPH INVESCO EXCHANGE TRADED FD T124.0K shares2.64%2026-03-312026-04-14

MCD MCDONALDS CORP11.8K shares-5.04%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR79.6K shares-0.33%2026-03-312026-04-14

HON HONEYWELL INTL INC16.1K shares-4.28%2026-03-312026-04-14

WFC WELLS FARGO & CO45.3K shares-3.77%2026-03-312026-04-14

Sponsored

V VISA INC11.9K shares-3.41%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II49.2K shares-12.46%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR40.8K shares16.99%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR24.4K shares-4.12%2026-03-312026-04-14

ABBV ABBVIE INC16.5K shares-4.65%2026-03-312026-04-14

VONG VANGUARD SCOTTSDALE FDS31.5K shares-1.96%2026-03-312026-04-14

SOXX ISHARES TR10.3K shares-6.28%2026-03-312026-04-14

EVTR MORGAN STANLEY ETF TRUST64.9K shares343.52%2026-03-312026-04-14

Sponsored

NEAR ISHARES U S ETF TR64.9K shares35.99%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS41.5K shares356.23%2026-03-312026-04-14

CWI SPDR INDEX SHS FDS89.8K shares-0.72%2026-03-312026-04-14

BIL SPDR SERIES TRUST35.5K shares-27.15%2026-03-312026-04-14

PPA INVESCO EXCHANGE TRADED FD T19.3K shares4.35%2026-03-312026-04-14

NFLX NETFLIX INC.33.1K shares22.48%2026-03-312026-04-14

CVX CHEVRON CORPORATION15.2K shares-12.12%2026-03-312026-04-14

AVEM AMERICAN CENTY ETF TR38.3K sharesnew addition2026-03-312026-04-14

Sponsored

SHLD GLOBAL X FDS43.5K shares418.40%2026-03-312026-04-14

TCAF T ROWE PRICE ETF INC86.2K shares-31.14%2026-03-312026-04-14

FAST FASTENAL CO64.5K shares-5.92%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR35.7K shares-16.24%2026-03-312026-04-14

CWB SPDR SERIES TRUST31.6K shares-5.45%2026-03-312026-04-14

VOE VANGUARD INDEX FDS15.6K shares47.50%2026-03-312026-04-14

FLQM FRANKLIN TEMPLETON ETF TR52.2K shares12.28%2026-03-312026-04-14

KBWP INVESCO EXCH TRADED FD TR II24.0K shares3.16%2026-03-312026-04-14

Sponsored

MEDTRONIC PLC MEDTRONIC PLC32.9K shares-6.72%2026-03-312026-04-14

IWD ISHARES TR13.2K shares-3.05%2026-03-312026-04-14

HYGH ISHARES U S ETF TR32.7K shares6.75%2026-03-312026-04-14

TGT TARGET CORP22.7K shares-2.43%2026-03-312026-04-14

IOO ISHARES TR22.7K shares-32.21%2026-03-312026-04-14

XTEN BONDBLOXX ETF TRUST59.6K shares-50.29%2026-03-312026-04-14

DUHP DIMENSIONAL ETF TRUST73.8K shares7.61%2026-03-312026-04-14

CSCO CISCO SYS INC34.5K shares-7.00%2026-03-312026-04-14

Sponsored

AGZ ISHARES TR24.2K shares26.20%2026-03-312026-04-14

SHOP SHOPIFY INC22.2K shares14.23%2026-03-312026-04-14

VNLA JANUS DETROIT STR TR53.6K shares41.03%2026-03-312026-04-14

BLV VANGUARD BD INDEX FDS37.9K shares28.81%2026-03-312026-04-14

EFA ISHARES TR26.6K shares0.06%2026-03-312026-04-14

HD HOME DEPOT INC7.9K shares-9.61%2026-03-312026-04-14

USB US BANCORP49.5K shares-5.45%2026-03-312026-04-14

ESGU ISHARES TR18.2K shares-7.75%2026-03-312026-04-14

Sponsored

IWF ISHARES TR6.0K shares-16.77%2026-03-312026-04-14

BALT INNOVATOR ETFS TRUST76.2K shares2.92%2026-03-312026-04-14

VB VANGUARD INDEX FDS9.7K shares-0.10%2026-03-312026-04-14

DCI DONALDSON INC29.9K shares-7.31%2026-03-312026-04-14

SDCI USCF ETF TR93.2K shares0.41%2026-03-312026-04-14

MTUM ISHARES TR10.5K shares35.34%2026-03-312026-04-14

ITA ISHARES TR11.3K shares5.60%2026-03-312026-04-14

LTPZ PIMCO ETF TR48.5K shares0.50%2026-03-312026-04-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC16.8K shares-52.68%2026-03-312026-04-14

PG PROCTER & GAMBLE CO16.9K shares-8.30%2026-03-312026-04-14

BOXX EA SERIES TRUST21.0K shares-17.62%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC12.0K shares76.40%2026-03-312026-04-14

APG API GROUP CORP58.7K shares-10.40%2026-03-312026-04-14

JMST J P MORGAN EXCHANGE TRADED F45.9K shares8.67%2026-03-312026-04-14

SLV ISHARES SILVER TR34.3K shares-5.44%2026-03-312026-04-14

FEGE RBB FUND TRUST49.1K shares84.83%2026-03-312026-04-14

Sponsored

TLH ISHARES TR22.8K shares220.91%2026-03-312026-04-14

SLYG SPDR SERIES TRUST23.5K shares-4.26%2026-03-312026-04-14

MAIN MAIN STR CAP CORP42.8K shares10.36%2026-03-312026-04-14

XLY SELECT SECTOR SPDR TR20.7K shares-26.29%2026-03-312026-04-14

BAC BANK AMERICA CORP45.8K shares-4.96%2026-03-312026-04-14

BA BOEING CO11.2K shares-3.55%2026-03-312026-04-14

TRV TRAVELERS COMPANIES INC7.6K shares-7.31%2026-03-312026-04-14

IWY ISHARES TR8.9K shares-15.48%2026-03-312026-04-14

Sponsored

TBUX T ROWE PRICE ETF INC44.3K shares46.91%2026-03-312026-04-14

SCHE SCHWAB STRATEGIC TR66.4K shares3.71%2026-03-312026-04-14

BLCR BLACKROCK ETF TRUST52.6K sharesnew addition2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR19.4K sharesnew addition2026-03-312026-04-14

FLIN FRANKLIN TEMPLETON ETF TR64.2K shares12.19%2026-03-312026-04-14

SDY SPDR SERIES TRUST14.6K shares-10.35%2026-03-312026-04-14

BUFF INNOVATOR ETFS TRUST43.0K shares-9.11%2026-03-312026-04-14

SLYV SPDR SERIES TRUST21.9K shares-4.58%2026-03-312026-04-14

Sponsored

EPR EPR PPTYS40.9K shares9.08%2026-03-312026-04-14

PAVE GLOBAL X FDS40.1K shares-0.71%2026-03-312026-04-14

ILCG ISHARES TR21.3K shares-19.26%2026-03-312026-04-14

JIVE J P MORGAN EXCHANGE TRADED F23.4K shares-26.76%2026-03-312026-04-14

KO COCA COLA CO26.0K shares-8.86%2026-03-312026-04-14

BMAY INNOVATOR ETFS TRUST43.9K shares0.00%2026-03-312026-04-14

JAAA JANUS DETROIT STR TR38.8K shares-12.47%2026-03-312026-04-14

IWM ISHARES TR7.9K shares-9.14%2026-03-312026-04-14

Sponsored

BNDX VANGUARD CHARLOTTE FDS40.7K shares283.31%2026-03-312026-04-14

GGG GRACO INC23.0K shares-1.25%2026-03-312026-04-14

IHDG WISDOMTREE TR40.2K shares-11.47%2026-03-312026-04-14

EFG ISHARES TR17.3K shares-67.95%2026-03-312026-04-14

OEF ISHARES TR6.0K shares47.73%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F13.7K shares10.84%2026-03-312026-04-14

DHR DANAHER CORP DEL10.0K shares1.12%2026-03-312026-04-14

MA MASTERCARD INCORPORATED3.8K shares-4.92%2026-03-312026-04-14

Sponsored

DIA STATE STR SPDR DOW JONES IND4.0K shares-6.60%2026-03-312026-04-14

IWB ISHARES TR5.2K shares0.66%2026-03-312026-04-14

IYG ISHARES TR22.2K shares-1.62%2026-03-312026-04-14

SCHR SCHWAB STRATEGIC TR73.4K shares-16.40%2026-03-312026-04-14

COWZ PACER FDS TR28.8K shares-4.65%2026-03-312026-04-14

FEX FIRST TR EXCHANGE-TRADED ALP14.8K shares-1.56%2026-03-312026-04-14

PDI PIMCO DYNAMIC INCOME FD102.9K shares3.12%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE6.3K shares7.38%2026-03-312026-04-14

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FTEC FIDELITY COVINGTON TRUST8.5K shares-4.86%2026-03-312026-04-14

DFIV DIMENSIONAL ETF TRUST33.2K sharesnew addition2026-03-312026-04-14

SO SOUTHERN CO18.0K shares-5.54%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW13.3K shares-1.12%2026-03-312026-04-14

MO ALTRIA GROUP INC26.2K shares-11.19%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T36.5K shares10.35%2026-03-312026-04-14

VBR VANGUARD INDEX FDS7.8K shares2.51%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC5.0K shares30.69%2026-03-312026-04-14

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PVAL PUTNAM ETF TRUST36.2K sharesnew addition2026-03-312026-04-14

JPEM J P MORGAN EXCHANGE TRADED F26.9K shares6.89%2026-03-312026-04-14

TFLO ISHARES TR33.0K shares-48.02%2026-03-312026-04-14

BSX BOSTON SCIENTIFIC CORP26.6K shares-9.52%2026-03-312026-04-14

AOR ISHARES TR25.8K shares53.16%2026-03-312026-04-14

SCHC SCHWAB STRATEGIC TR35.3K shares-0.93%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC4.2K shares30.94%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS6.6K shares-13.97%2026-03-312026-04-14

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VNQ VANGUARD INDEX FDS18.0K shares-23.20%2026-03-312026-04-14

RDDT REDDIT INC11.8K shares-9.61%2026-03-312026-04-14

MOAT VANECK ETF TRUST16.4K shares-6.00%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 402.6K shares-8.47%2026-03-312026-04-14

RSPT INVESCO EXCHANGE TRADED FD T34.7K shares-17.02%2026-03-312026-04-14

IMCG ISHARES TR19.4K shares-14.90%2026-03-312026-04-14

UITB VICTORY PORTFOLIOS II32.5K shares-1.96%2026-03-312026-04-14

OTTR OTTER TAIL CORP16.9K shares7.84%2026-03-312026-04-14

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SCHW SCHWAB CHARLES CORP15.7K shares-6.47%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC3.0K shares-7.26%2026-03-312026-04-14

IEFA ISHARES TR16.1K shares-10.40%2026-03-312026-04-14

OHI OMEGA HEALTHCARE INVS INC33.3K shares-3.60%2026-03-312026-04-14

GLDM WORLD GOLD TR15.7K shares-45.68%2026-03-312026-04-14

AMAT APPLIED MATLS INC4.3K shares3.83%2026-03-312026-04-14

DVY ISHARES TR9.4K shares-5.50%2026-03-312026-04-14

PWB INVESCO EXCHANGE TRADED FD T11.3K shares-1.16%2026-03-312026-04-14

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GLW CORNING INC10.4K shares-27.59%2026-03-312026-04-14

RTX RTX CORPORATION7.2K shares-7.65%2026-03-312026-04-14

STOT SSGA ACTIVE TR29.6K shares-52.21%2026-03-312026-04-14

PEP PEPSICO INC8.9K shares-3.73%2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC8.5K shares-7.33%2026-03-312026-04-14

FVD FIRST TR EXCHANGE-TRADED FD28.9K shares-9.55%2026-03-312026-04-14

IGSB ISHARES TR25.8K shares-65.24%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR25.7K shares0.93%2026-03-312026-04-14

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IAGG ISHARES TR27.0K shares-46.23%2026-03-312026-04-14

AMGN AMGEN INC3.8K shares-7.20%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC26.5K shares-7.67%2026-03-312026-04-14

ENB ENBRIDGE INC24.4K shares36.27%2026-03-312026-04-14

STIP ISHARES TR12.7K shares10.63%2026-03-312026-04-14

SHYL DBX ETF TR29.4K shares37.00%2026-03-312026-04-14

WM WASTE MGMT INC DEL5.7K shares-9.28%2026-03-312026-04-14

ITOT ISHARES TR9.1K shares-6.05%2026-03-312026-04-14

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SGOV ISHARES TR12.9K shares-4.05%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC10.7K shares-13.20%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO4.2K shares-14.03%2026-03-312026-04-14

DE DEERE & CO2.3K shares-28.55%2026-03-312026-04-14

NJAN INNOVATOR ETFS TRUST23.9K shares21.90%2026-03-312026-04-14

QUBT QUANTUM COMPUTING INC181.4K shares-53.15%2026-03-312026-04-14

IRM IRON MTN INC DEL11.9K shares-9.68%2026-03-312026-04-14

FEBW AIM ETF PRODUCTS TRUST36.6K shares97.40%2026-03-312026-04-14

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DSI ISHARES TR9.9K shares-10.43%2026-03-312026-04-14

PFE PFIZER INC42.7K shares-24.47%2026-03-312026-04-14

NMS NUVEEN MINN QUALITY MUN INM97.4K shares17.60%2026-03-312026-04-14

UNP UNION PAC CORP4.9K shares-0.83%2026-03-312026-04-14

VIS VANGUARD WORLD FD3.8K shares448.77%2026-03-312026-04-14

SMH VANECK ETF TRUST3.0K shares-0.79%2026-03-312026-04-14

EFAV ISHARES TR12.5K shares20.19%2026-03-312026-04-14

DECW AIM ETF PRODUCTS TRUST33.8K shares-3.14%2026-03-312026-04-14

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OKE ONEOK INC NEW12.5K shares-3.61%2026-03-312026-04-14

SUN SUNOCO LP/SUNOCO FIN CORP16.9K shares-10.19%2026-03-312026-04-14

ORCL ORACLE CORP7.4K shares-29.36%2026-03-312026-04-14

PFF ISHARES TR35.9K shares-13.04%2026-03-312026-04-14

URA GLOBAL X FDS22.3K shares-5.66%2026-03-312026-04-14

VPU VANGUARD WORLD FD5.4K shares20.00%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP1.8K shares-21.68%2026-03-312026-04-14

RSPF INVESCO EXCHANGE TRADED FD T14.9K shares-16.55%2026-03-312026-04-14

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JULW AIM ETF PRODUCTS TRUST27.2K shares-0.11%2026-03-312026-04-14

IBB ISHARES TR6.2K shares-12.04%2026-03-312026-04-14

VV VANGUARD INDEX FDS3.4K shares11.39%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST22.5K shares-2.53%2026-03-312026-04-14

EAGG ISHARES TR21.3K shares-2.20%2026-03-312026-04-14

CELC CELCUITY INC8.8K shares-5.42%2026-03-312026-04-14

FENI FIDELITY COVINGTON TRUST27.1K sharesnew addition2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR9.1K shares-3.12%2026-03-312026-04-14

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IJH ISHARES TR14.9K shares-12.35%2026-03-312026-04-14

VDE VANGUARD WORLD FD5.8K shares-6.46%2026-03-312026-04-14

SHW SHERWIN WILLIAMS CO3.1K shares0.33%2026-03-312026-04-14

FNDE SCHWAB STRATEGIC TR25.7K shares1.31%2026-03-312026-04-14

NANR SPDR INDEX SHS FDS11.7K shares3.35%2026-03-312026-04-14

GEV GE VERNOVA INC1.1K shares8.07%2026-03-312026-04-14

VTIP VANGUARD MALVERN FDS19.1K shares1.58%2026-03-312026-04-14

MELI MERCADOLIBRE INC547 shares-10.77%2026-03-312026-04-14

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FLBL FRANKLIN TEMPLETON ETF TR40.5K shares15.28%2026-03-312026-04-14

BIBL NORTHERN LTS FD TR IV19.7K shares11.04%2026-03-312026-04-14

EYLD CAMBRIA ETF TR22.4K shares81.51%2026-03-312026-04-14

FTCS FIRST TR EXCHANGE-TRADED FD10.0K shares-8.52%2026-03-312026-04-14

GNMA ISHARES TR20.7K shares-50.16%2026-03-312026-04-14

O REALTY INCOME CORP14.9K shares-3.13%2026-03-312026-04-14

FMAY FIRST TR EXCHNG TRADED FD VI17.2K shares-4.12%2026-03-312026-04-14

DON WISDOMTREE TR17.2K shares-0.92%2026-03-312026-04-14

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SPYX SPDR SERIES TRUST17.0K shares0.15%2026-03-312026-04-14

SEPW AIM ETF PRODUCTS TRUST28.5K shares-6.67%2026-03-312026-04-14

DIS DISNEY WALT CO9.3K shares-7.29%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR5.5K shares-11.89%2026-03-312026-04-14

PJUN INNOVATOR ETFS TRUST21.3K shares-1.39%2026-03-312026-04-14

PDP INVESCO EXCHANGE TRADED FD T7.3K shares-0.86%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC9.0K shares9.96%2026-03-312026-04-14

LQD ISHARES TR8.1K shares-7.02%2026-03-312026-04-14

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EATON CORP PLC EATON CORP PLC2.5K shares13.79%2026-03-312026-04-14

PJAN INNOVATOR ETFS TRUST19.1K shares-2.18%2026-03-312026-04-14

FTGC FIRST TR EXCHANGE TRAD FD VI30.3K shares-0.79%2026-03-312026-04-14

SRV NXG CUSHING MIDSTREAM ENERGY19.4K shares60.71%2026-03-312026-04-14

EEM ISHARES TR15.2K shares153.24%2026-03-312026-04-14

NEE NEXTERA ENERGY INC9.2K shares-2.16%2026-03-312026-04-14

MGV VANGUARD WORLD FD5.9K shares151.26%2026-03-312026-04-14

PAUG INNOVATOR ETFS TRUST20.0K shares0.00%2026-03-312026-04-14

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BKNG BOOKING HOLDINGS INC202 shares0.00%2026-03-312026-04-14

APRW AIM ETF PRODUCTS TRUST23.9K shares-4.50%2026-03-312026-04-14

ADSK AUTODESK INC3.5K shares-10.05%2026-03-312026-04-14

EMLC VANECK ETF TRUST33.3K shares7.43%2026-03-312026-04-14

AUGW AIM ETF PRODUCTS TRUST25.8K shares-3.38%2026-03-312026-04-14

PM PHILIP MORRIS INTL INC5.0K shares-15.40%2026-03-312026-04-14

POCT INNOVATOR ETFS TRUST19.1K shares-0.71%2026-03-312026-04-14

DGRO ISHARES TR11.7K shares3.39%2026-03-312026-04-14

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RISR TIDAL TRUST I22.4K shares0.39%2026-03-312026-04-14

PSEP INNOVATOR ETFS TRUST18.8K shares0.00%2026-03-312026-04-14

VXF VANGUARD INDEX FDS3.9K shares-8.36%2026-03-312026-04-14

HYEM VANECK ETF TRUST40.2K shares1.19%2026-03-312026-04-14

PFEB INNOVATOR ETFS TRUST19.8K shares22.51%2026-03-312026-04-14

TXN TEXAS INSTRS INC4.0K shares-6.98%2026-03-312026-04-14

QCOM QUALCOMM INC6.1K shares-18.75%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP873 shares8.04%2026-03-312026-04-14

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ETV EATON VANCE TAX-MANAGED BUY-56.6K shares1.28%2026-03-312026-04-14

IWO ISHARES TR2.5K shares-12.24%2026-03-312026-04-14

MGK VANGUARD WORLD FD2.1K shares-14.72%2026-03-312026-04-14

CVS CVS HEALTH CORP10.7K shares4.53%2026-03-312026-04-14

NOCT INNOVATOR ETFS TRUST13.6K shares-0.20%2026-03-312026-04-14

GOF GUGGENHEIM STRATEGIC OPPORTU69.3K shares0.48%2026-03-312026-04-14

XAR SPDR SERIES TRUST3.0K shares9.74%2026-03-312026-04-14

PMAY INNOVATOR ETFS TRUST18.9K shares0.00%2026-03-312026-04-14

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FSMD FIDELITY COVINGTON TRUST16.8K shares9.55%2026-03-312026-04-14

NJUL INNOVATOR ETFS TRUST10.5K shares-0.16%2026-03-312026-04-14

PRU PRUDENTIAL FINL INC7.7K shares-4.12%2026-03-312026-04-14

FI FISERV INC13.4K shares2.47%2026-03-312026-04-14

BJAN INNOVATOR ETFS TRUST13.9K shares-10.89%2026-03-312026-04-14

SCCO SOUTHERN COPPER CORP4.3K shares59.84%2026-03-312026-04-14

MAGS LISTED FDS TR12.8K shares-12.66%2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC2.8K shares-17.37%2026-03-312026-04-14

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FEM FIRST TR EXCH TRD ALPHDX FD24.5K sharesnew addition2026-03-312026-04-14

PHYS SPROTT ASSET MANAGEMENT LP20.6K shares29.22%2026-03-312026-04-14

SBUX STARBUCKS CORP8.1K shares-3.93%2026-03-312026-04-14

IJK ISHARES TR7.1K shares-4.68%2026-03-312026-04-14

SPYG SPDR SERIES TRUST7.3K shares-12.24%2026-03-312026-04-14

MDYG SPDR SERIES TRUST7.5K shares4.06%2026-03-312026-04-14

SE SEA LTD8.5K sharesnew addition2026-03-312026-04-14

NOBL PROSHARES TR6.7K shares-19.02%2026-03-312026-04-14

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ADP AUTOMATIC DATA PROCESSING IN3.4K shares-2.32%2026-03-312026-04-14

PSX PHILLIPS 663.9K shares-12.37%2026-03-312026-04-14

ARM ARM HOLDINGS PLC4.6K shares15.83%2026-03-312026-04-14

NULV NUSHARES ETF TR15.4K shares-6.90%2026-03-312026-04-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.0K shares1.16%2026-03-312026-04-14

FDX FEDEX CORP1.9K shares-0.51%2026-03-312026-04-14

HDV ISHARES TR5.0K shares-7.56%2026-03-312026-04-14

ORLY OREILLY AUTOMOTIVE INC7.3K shares0.00%2026-03-312026-04-14

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SIVR ABRDN SILVER ETF TRUST9.3K shares76.58%2026-03-312026-04-14

DKL DELEK LOGISTICS PARTNERS LP13.4K shares-3.82%2026-03-312026-04-14

PYLD PIMCO ETF TR25.4K sharesnew addition2026-03-312026-04-14

NSC NORFOLK SOUTHN CORP2.3K shares0.04%2026-03-312026-04-14

MNA NEW YORK LIFE INVESTMENTS ET18.1K shares-7.65%2026-03-312026-04-14

FDVV FIDELITY COVINGTON TRUST11.9K shares2.68%2026-03-312026-04-14

DFAT DIMENSIONAL ETF TRUST10.5K shares1.31%2026-03-312026-04-14

DUSA DAVIS FUNDAMENTAL ETF TR12.9K shares-2.26%2026-03-312026-04-14

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JPMB J P MORGAN EXCHANGE TRADED F16.6K shares-10.90%2026-03-312026-04-14

MTZ MASTEC INC2.0K shares-0.59%2026-03-312026-04-14

F FORD MTR CO55.7K shares-5.75%2026-03-312026-04-14

DBEF DBX ETF TR13.0K shares-7.21%2026-03-312026-04-14

KMB KIMBERLY-CLARK CORP6.6K shares4.86%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC1.4K shares-3.09%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC1.8K shares-0.89%2026-03-312026-04-14

INTU INTUIT1.5K shares-28.12%2026-03-312026-04-14

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EMB ISHARES TR6.7K shares-38.00%2026-03-312026-04-14

BST BLACKROCK SCIENCE & TECHNOLO17.4K shares-0.18%2026-03-312026-04-14

SCHH SCHWAB STRATEGIC TR29.2K shares-5.70%2026-03-312026-04-14

BJUN INNOVATOR ETFS TRUST13.5K shares0.00%2026-03-312026-04-14

T AT&T INC21.4K shares-11.55%2026-03-312026-04-14

FNDA SCHWAB STRATEGIC TR19.1K shares-24.98%2026-03-312026-04-14

IRT INDEPENDENCE RLTY TR INC41.0K shares-5.42%2026-03-312026-04-14

THE CIGNA GROUP THE CIGNA GROUP2.3K shares5.16%2026-03-312026-04-14

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GDXJ VANECK ETF TRUST5.0K shares3.83%2026-03-312026-04-14

FLOT ISHARES TR11.9K shares-10.91%2026-03-312026-04-14

MUNI PIMCO ETF TR11.6K shares-0.55%2026-03-312026-04-14

TLT ISHARES TR6.9K shares16.69%2026-03-312026-04-14

JANT AIM ETF PRODUCTS TRUST14.8K shares-6.87%2026-03-312026-04-14

FFEB FIRST TR EXCHNG TRADED FD VI10.5K shares-9.05%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC5.1K shares-1.63%2026-03-312026-04-14

ESGV VANGUARD WORLD FD5.2K shares-8.94%2026-03-312026-04-14

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AEP AMERICAN ELEC PWR CO INC4.4K shares-11.51%2026-03-312026-04-14

PJUL INNOVATOR ETFS TRUST12.6K shares-13.46%2026-03-312026-04-14

AEYE AUDIOEYE INC90.4K shares22.92%2026-03-312026-04-14

QQQE DIREXION SHARES ETF TRUST5.8K shares2.84%2026-03-312026-04-14

SOLV SOLVENTUM CORP8.8K shares-11.29%2026-03-312026-04-14

APA CORPORATION APA CORPORATION13.5K shares23.59%2026-03-312026-04-14

ETR ENTERGY CORP NEW5.1K shares3.57%2026-03-312026-04-14

BABA ALIBABA GROUP HLDG LTD4.5K shares-45.80%2026-03-312026-04-14

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COP CONOCOPHILLIPS4.3K shares-21.43%2026-03-312026-04-14

VDC VANGUARD WORLD FD2.5K shares80.93%2026-03-312026-04-14

HYG ISHARES TR7.1K shares-9.29%2026-03-312026-04-14

FIDU FIDELITY COVINGTON TRUST6.5K sharesnew addition2026-03-312026-04-14

UTG REAVES UTIL INCOME FD14.2K shares8.01%2026-03-312026-04-14

ACWX ISHARES TR8.1K shares-19.96%2026-03-312026-04-14

OCTW AIM ETF PRODUCTS TRUST14.4K shares-7.47%2026-03-312026-04-14

FBND FIDELITY MERRIMACK STR TR12.1K shares-2.24%2026-03-312026-04-14

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NVBW AIM ETF PRODUCTS TRUST16.5K shares3.84%2026-03-312026-04-14

XLRE SELECT SECTOR SPDR TR13.3K shares-11.54%2026-03-312026-04-14

ISCF ISHARES TR12.9K shares62.06%2026-03-312026-04-14

SPIB SPDR SERIES TRUST16.1K shares-1.16%2026-03-312026-04-14

RSPN INVESCO EXCHANGE TRADED FD T9.3K shares0.93%2026-03-312026-04-14

NULG NUSHARES ETF TR5.9K shares-0.47%2026-03-312026-04-14

HUBBELL INC HUBBELL INC1.1K shares-43.35%2026-03-312026-04-14

ESGE ISHARES INC11.6K shares-11.79%2026-03-312026-04-14

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GRID FIRST TR EXCHANGE-TRADED FD3.2K shares66.60%2026-03-312026-04-14

CMCSA COMCAST CORP NEW18.3K shares-3.86%2026-03-312026-04-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K shares-20.47%2026-03-312026-04-14

ONDS ONDAS INC56.8K sharesnew addition2026-03-312026-04-14

SUSC ISHARES TR22.0K shares7.14%2026-03-312026-04-14

FDN FIRST TR EXCHANGE-TRADED FD2.2K shares-32.22%2026-03-312026-04-14

GIS GENERAL MILLS INC13.5K shares-6.89%2026-03-312026-04-14

DELL DELL TECHNOLOGIES INC3.1K shares12.37%2026-03-312026-04-14

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ICVT ISHARES TR4.9K shares-7.04%2026-03-312026-04-14

BE BLOOM ENERGY CORP3.7K sharesnew addition2026-03-312026-04-14

ENTG ENTEGRIS INC4.3K shares0.00%2026-03-312026-04-14

PFG PRINCIPAL FINANCIAL GROUP IN5.5K shares5.81%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC513 shares-4.65%2026-03-312026-04-14

MPLX MPLX LP8.6K shares4.88%2026-03-312026-04-14

PAPR INNOVATOR ETFS TRUST12.3K shares-9.72%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F8.8K shares-19.92%2026-03-312026-04-14

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ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K shares21.42%2026-03-312026-04-14

JANW AIM ETF PRODUCTS TRUST13.3K shares-7.37%2026-03-312026-04-14

IWC ISHARES TR3.0K shares-14.16%2026-03-312026-04-14

MINT PIMCO ETF TR4.8K shares-14.73%2026-03-312026-04-14

VIOO VANGUARD ADMIRAL FDS INC4.2K shares-3.96%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC4.2K shares-40.07%2026-03-312026-04-14

BSTZ BLACKROCK SCIENCE & TECHNOLO21.6K shares-2.57%2026-03-312026-04-14

GOVT ISHARES TR20.8K shares58.12%2026-03-312026-04-14

Sponsored

NET CLOUDFLARE INC2.3K shares45.74%2026-03-312026-04-14

DES WISDOMTREE TR13.1K shares0.38%2026-03-312026-04-14

PMAR INNOVATOR ETFS TRUST10.5K shares36.98%2026-03-312026-04-14

FXO FIRST TR EXCHANGE-TRADED FD8.3K shares9.00%2026-03-312026-04-14

SAR SARATOGA INVT CORP21.2K shares8.85%2026-03-312026-04-14

CIBR FIRST TR EXCHANGE-TRADED FD7.3K shares-1.63%2026-03-312026-04-14

IWN ISHARES TR2.4K shares-18.50%2026-03-312026-04-14

WPC WP CAREY INC6.7K shares-13.32%2026-03-312026-04-14

Sponsored

AME AMETEK INC2.1K shares0.00%2026-03-312026-04-14

VLO VALERO ENERGY CORP1.8K shares-8.76%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL13.5K shares-7.81%2026-03-312026-04-14

PSLV SPROTT ASSET MANAGEMENT LP18.4K shares-5.16%2026-03-312026-04-14

NAPR INNOVATOR ETFS TRUST8.2K shares-10.26%2026-03-312026-04-14

DBMF LITMAN GREGORY FDS TR14.8K shares25.58%2026-03-312026-04-14

ADI ANALOG DEVICES INC1.4K shares-0.21%2026-03-312026-04-14

BDEC INNOVATOR ETFS TRUST9.3K shares0.00%2026-03-312026-04-14

Sponsored

KXI ISHARES TR6.6K shares0.00%2026-03-312026-04-14

HWKN HAWKINS INC2.9K shares5.43%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR7.9K shares0.35%2026-03-312026-04-14

ADBE ADOBE INC1.8K shares-8.40%2026-03-312026-04-14

FIXD FIRST TR EXCHNG TRADED FD VI10.1K shares0.60%2026-03-312026-04-14

INTC INTEL CORP10.0K shares-7.61%2026-03-312026-04-14

OXY OCCIDENTAL PETE CORP6.8K shares-0.01%2026-03-312026-04-14

LOW LOWES COS INC1.8K shares-6.43%2026-03-312026-04-14

Sponsored

IWP ISHARES TR3.4K shares-8.59%2026-03-312026-04-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K sharesnew addition2026-03-312026-04-14

DBP INVESCO DB MULTI-SECTOR COMM3.9K shares-51.90%2026-03-312026-04-14

WPM WHEATON PRECIOUS METALS CORP3.3K shares-1.15%2026-03-312026-04-14

NVDA

NVIDIA CORPORATION

-0.40%

Shares1.6M

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

-0.64%

Shares4.7M

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-3.97%

Shares159.4K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-1.03%

Shares339.3K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

6.22%

Shares113.0K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

-0.83%

Shares306.9K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-9.18%

Shares2.0M

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

3.82%

Shares608.4K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

19.92%

Shares277.2K

Event2026-03-31

Filed2026-04-14

FNDF

SCHWAB STRATEGIC TR

18.15%

Shares776.4K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

3.56%

Shares383.6K

Event2026-03-31

Filed2026-04-14

QLD

PROSHARES TR

0.02%

Shares599.5K

Event2026-03-31

Filed2026-04-14

VXUS

VANGUARD STAR FDS

-0.55%

Shares468.3K

Event2026-03-31

Filed2026-04-14

XMHQ

INVESCO EXCHANGE TRADED FD T

4.07%

Shares343.1K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

2.94%

Shares239.1K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-10.39%

Shares59.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-7.92%

Shares99.4K

Event2026-03-31

Filed2026-04-14

FESM

FIDELITY COVINGTON TRUST

1095.14%

Shares727.8K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

4.53%

Shares423.0K

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-27.84%

Shares38.9K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

3.34%

Shares109.3K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

-6.51%

Shares62.3K

Event2026-03-31

Filed2026-04-14

IWR

ISHARES TR

-1.56%

Shares221.9K

Event2026-03-31

Filed2026-04-14

PROFESIONALLY MANAGED PORTFO

New

Shares391.9K

Event2026-03-31

Filed2026-04-14

SCHV

SCHWAB STRATEGIC TR

-10.89%

Shares636.8K

Event2026-03-31

Filed2026-04-14

EMXC

ISHARES INC

1.85%

Shares234.8K

Event2026-03-31

Filed2026-04-14

SPHQ

INVESCO EXCHANGE TRADED FD T

0.63%

Shares241.0K

Event2026-03-31

Filed2026-04-14

XLK

SELECT SECTOR SPDR TR

-5.59%

Shares136.0K

Event2026-03-31

Filed2026-04-14

XMMO

INVESCO EXCHANGE TRADED FD T

3.67%

Shares124.0K

Event2026-03-31

Filed2026-04-14

SCHB

SCHWAB STRATEGIC TR

5.73%

Shares699.7K

Event2026-03-31

Filed2026-04-14

VWO

VANGUARD INTL EQUITY INDEX F

1.63%

Shares323.7K

Event2026-03-31

Filed2026-04-14

XSMO

INVESCO EXCHANGE TRADED FD T

5.59%

Shares222.0K

Event2026-03-31

Filed2026-04-14

IVW

ISHARES TR

-10.57%

Shares147.2K

Event2026-03-31

Filed2026-04-14

SDVY

FIRST TR EXCHANGE TRADED FD

4.87%

Shares415.1K

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

-14.27%

Shares213.1K

Event2026-03-31

Filed2026-04-14

ETFS GOLD TR

0.08%

Shares358.4K

Event2026-03-31

Filed2026-04-14

SCHX

SCHWAB STRATEGIC TR

-4.55%

Shares613.4K

Event2026-03-31

Filed2026-04-14

DGRW

WISDOMTREE TR

1.06%

Shares177.7K

Event2026-03-31

Filed2026-04-14

SCHM

SCHWAB STRATEGIC TR

13.73%

Shares485.6K

Event2026-03-31

Filed2026-04-14

QUAL

ISHARES TR

-29.20%

Shares77.8K

Event2026-03-31

Filed2026-04-14

QQQM

INVESCO EXCH TRADED FD TR II

-21.57%

Shares59.8K

Event2026-03-31

Filed2026-04-14

VBK

VANGUARD INDEX FDS

2.33%

Shares46.9K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-10.23%

Shares30.1K

Event2026-03-31

Filed2026-04-14

GTO

INVESCO ACTIVELY MANAGED EXC

-11.94%

Shares272.6K

Event2026-03-31

Filed2026-04-14

IMTM

ISHARES TR

4.09%

Shares259.4K

Event2026-03-31

Filed2026-04-14

ILTB

ISHARES TR

4.69%

Shares254.2K

Event2026-03-31

Filed2026-04-14

SCHF

SCHWAB STRATEGIC TR

3.04%

Shares492.5K

Event2026-03-31

Filed2026-04-14

SCHA

SCHWAB STRATEGIC TR

-3.20%

Shares414.1K

Event2026-03-31

Filed2026-04-14

IQLT

ISHARES TR

24.80%

Shares250.6K

Event2026-03-31

Filed2026-04-14

DYNF

BLACKROCK ETF TRUST

5.19%

Shares194.8K

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

4.46%

Shares33.5K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-17.52%

Shares135.7K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

-5.27%

Shares10.3K

Event2026-03-31

Filed2026-04-14

IUSB

ISHARES TR

33.01%

Shares217.0K

Event2026-03-31

Filed2026-04-14

SNDK

SANDISK CORP

New

Shares15.3K

Event2026-03-31

Filed2026-04-14

VHT

VANGUARD WORLD FD

-6.50%

Shares35.3K

Event2026-03-31

Filed2026-04-14

UNH

UNITEDHEALTH GROUP INC

-8.58%

Shares34.5K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-3.53%

Shares31.7K

Event2026-03-31

Filed2026-04-14

SPSM

SPDR SERIES TRUST

-74.68%

Shares189.1K

Event2026-03-31

Filed2026-04-14

RDVY

FIRST TR EXCHANGE TRADED FD

1.53%

Shares131.2K

Event2026-03-31

Filed2026-04-14

SCHP

SCHWAB STRATEGIC TR

3.60%

Shares336.2K

Event2026-03-31

Filed2026-04-14

NVT

NVENT ELEC PLC

-1.01%

Shares73.5K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

15.02%

Shares13.9K

Event2026-03-31

Filed2026-04-14

IVE

ISHARES TR

-36.77%

Shares38.8K

Event2026-03-31

Filed2026-04-14

EFV

ISHARES TR

-38.25%

Shares108.9K

Event2026-03-31

Filed2026-04-14

MMM

3M CO

-8.66%

Shares53.3K

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

12.91%

Shares71.5K

Event2026-03-31

Filed2026-04-14

SCHO

SCHWAB STRATEGIC TR

-6.78%

Shares297.2K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-6.09%

Shares9.9K

Event2026-03-31

Filed2026-04-14

CORO

BLACKROCK ETF TRUST

New

Shares212.8K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-9.56%

Shares27.9K

Event2026-03-31

Filed2026-04-14

JQUA

J P MORGAN EXCHANGE TRADED F

0.73%

Shares110.7K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

-12.18%

Shares20.9K

Event2026-03-31

Filed2026-04-14

XEL

XCEL ENERGY INC

-13.57%

Shares80.3K

Event2026-03-31

Filed2026-04-14

DAL

DELTA AIR LINES INC

0.12%

Shares95.6K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

-5.02%

Shares6.9K

Event2026-03-31

Filed2026-04-14

PNR

PENTAIR PLC

0.00%

Shares72.6K

Event2026-03-31

Filed2026-04-14

BINC

BLACKROCK ETF TRUST II

47.83%

Shares121.7K

Event2026-03-31

Filed2026-04-14

SHY

ISHARES TR

-21.97%

Shares75.4K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

-5.79%

Shares16.1K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

-3.32%

Shares30.8K

Event2026-03-31

Filed2026-04-14

XLE

SELECT SECTOR SPDR TR

-0.50%

Shares94.8K

Event2026-03-31

Filed2026-04-14

PFM

INVESCO EXCHANGE TRADED FD T

-0.18%

Shares113.3K

Event2026-03-31

Filed2026-04-14

JPIE

J P MORGAN EXCHANGE TRADED F

7.99%

Shares123.9K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

8.31%

Shares12.9K

Event2026-03-31

Filed2026-04-14