Sponsored

The Analysis of Focus Partners Wealth's Holdings & P&L

Currently, Focus Partners Wealth holds 2645 types of securities in its portfolio with a total value $89.9B. In the most recent quarter, they have increased their positions in AAPL (+10.0M shares, valued at $2.5B), NVDA (+12.1M shares, valued at $2.1B), MSFT (+5.3M shares, valued at $2.0B); decreased their positions in BRW (-111.2K shares, valued at $749.6K); initiated new positions in AAPL (+10.0M shares, valued at $2.5B), NVDA (+12.1M shares, valued at $2.1B), MSFT (+5.3M shares, valued at $2.0B).

1M P&L

+499.1M+0.58%

3M P&L

-6.9B-7.35%

HY P&L

-2.2B-2.45%

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/A44.2B

56.6%

2Semiconductors3.3B

4.2%

3Software - Infrastructure2.8B

3.5%

Top Industries by Stock Count

1N/A987 stocks

39.9%

2Banks - Regional92 stocks

3.7%

3Biotechnology63 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC10.0M sharesnew addition2026-03-312026-05-15

NVDA NVIDIA CORPORATION12.1M sharesnew addition2026-03-312026-05-15

MSFT MICROSOFT CORP5.3M sharesnew addition2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR13.0M sharesnew addition2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST42.6M sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC7.7M sharesnew addition2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.7M sharesnew addition2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T2.4M sharesnew addition2026-03-312026-05-15

Sponsored

IVV ISHARES TR2.2M sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.8M sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.1M sharesnew addition2026-03-312026-05-15

EQTY VALUED ADVISERS TR44.6M sharesnew addition2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.2M sharesnew addition2026-03-312026-05-15

ITOT ISHARES TR6.7M sharesnew addition2026-03-312026-05-15

BSVO EA SERIES TRUST37.3M sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO3.1M sharesnew addition2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS2.7M sharesnew addition2026-03-312026-05-15

VTV VANGUARD INDEX FDS4.3M sharesnew addition2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS13.8M sharesnew addition2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST13.1M sharesnew addition2026-03-312026-05-15

DUHP DIMENSIONAL ETF TRUST20.4M sharesnew addition2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR6.7M sharesnew addition2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST13.5M sharesnew addition2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST14.7M sharesnew addition2026-03-312026-05-15

Sponsored

IWB ISHARES TR1.9M sharesnew addition2026-03-312026-05-15

META META PLATFORMS INC1.2M sharesnew addition2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST9.3M sharesnew addition2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3M sharesnew addition2026-03-312026-05-15

IXUS ISHARES TR7.0M sharesnew addition2026-03-312026-05-15

V VISA INC1.9M sharesnew addition2026-03-312026-05-15

IWF ISHARES TR1.3M sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC1.1M sharesnew addition2026-03-312026-05-15

Sponsored

DISV DIMENSIONAL ETF TRUST13.9M sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC2.7M sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP2.5M sharesnew addition2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR4.9M sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS8.3M sharesnew addition2026-03-312026-05-15

DIHP DIMENSIONAL ETF TRUST15.5M sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL CORP3.0M sharesnew addition2026-03-312026-05-15

JAAA JANUS DETROIT STR TR9.3M sharesnew addition2026-03-312026-05-15

Sponsored

QUAL ISHARES TR2.4M sharesnew addition2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN2.9M sharesnew addition2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR3.1M sharesnew addition2026-03-312026-05-15

VGT VANGUARD WORLD FD645.9K sharesnew addition2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR4.4M sharesnew addition2026-03-312026-05-15

PEP PEPSICO INC2.8M sharesnew addition2026-03-312026-05-15

WMT WALMART INC3.4M sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR8.4M sharesnew addition2026-03-312026-05-15

Sponsored

KEYS KEYSIGHT TECHNOLOGIES INC1.4M sharesnew addition2026-03-312026-05-15

JNJ JOHNSON & JOHNSON1.6M sharesnew addition2026-03-312026-05-15

CVX CHEVRON CORPORATION1.8M sharesnew addition2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.3M sharesnew addition2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION356.7K sharesnew addition2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR12.1M sharesnew addition2026-03-312026-05-15

PH PARKER-HANNIFIN CORP394.8K sharesnew addition2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST10.4M sharesnew addition2026-03-312026-05-15

Sponsored

QUS SPDR SERIES TRUST2.1M sharesnew addition2026-03-312026-05-15

LOW LOWES COS INC1.5M sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED665.0K sharesnew addition2026-03-312026-05-15

OEF ISHARES TR1.0M sharesnew addition2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR3.0M sharesnew addition2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR2.0M sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE CO2.2M sharesnew addition2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST9.0M sharesnew addition2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.6M sharesnew addition2026-03-312026-05-15

VUG VANGUARD INDEX FDS724.7K sharesnew addition2026-03-312026-05-15

IWD ISHARES TR1.4M sharesnew addition2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO1.4M sharesnew addition2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5M sharesnew addition2026-03-312026-05-15

IDEV ISHARES TR3.5M sharesnew addition2026-03-312026-05-15

DFSD DIMENSIONAL ETF TRUST6.1M sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC2.5M sharesnew addition2026-03-312026-05-15

Sponsored

VRSK VERISK ANALYTICS INC1.4M sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.7M sharesnew addition2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND577.8K sharesnew addition2026-03-312026-05-15

IEFA ISHARES TR2.9M sharesnew addition2026-03-312026-05-15

IVE ISHARES TR1.2M sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES2.5M sharesnew addition2026-03-312026-05-15

SGOV ISHARES TR2.5M sharesnew addition2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST3.4M sharesnew addition2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC3.2M sharesnew addition2026-03-312026-05-15

TSLA TESLA INC654.7K sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC338.0K sharesnew addition2026-03-312026-05-15

ZBRA ZEBRA TECHNOLOGIES CORPORATI1.1M sharesnew addition2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR2.0M sharesnew addition2026-03-312026-05-15

DLN WISDOMTREE TR2.6M sharesnew addition2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS4.6M sharesnew addition2026-03-312026-05-15

HD HOME DEPOT INC698.9K sharesnew addition2026-03-312026-05-15

Sponsored

PNC PNC FINL SVCS GROUP INC1.1M sharesnew addition2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC260.0K sharesnew addition2026-03-312026-05-15

LLY ELI LILLY & CO237.1K sharesnew addition2026-03-312026-05-15

GXO GXO LOGISTICS INCORPORATED4.2M sharesnew addition2026-03-312026-05-15

IJR ISHARES TR1.7M sharesnew addition2026-03-312026-05-15

IVW ISHARES TR1.9M sharesnew addition2026-03-312026-05-15

IEMG ISHARES INC3.1M sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP2.3M sharesnew addition2026-03-312026-05-15

Sponsored

AON PLC AON PLC630.8K sharesnew addition2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F3.8M sharesnew addition2026-03-312026-05-15

DFNM DIMENSIONAL ETF TRUST4.2M sharesnew addition2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR2.5M sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP635.1K sharesnew addition2026-03-312026-05-15

DHR DANAHER CORP DEL1.0M sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC894.5K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR448.6K sharesnew addition2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR3.1M sharesnew addition2026-03-312026-05-15

KLAC KLA CORP128.2K sharesnew addition2026-03-312026-05-15

VXF VANGUARD INDEX FDS901.8K sharesnew addition2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS2.2M sharesnew addition2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR4.0M sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC187.5K sharesnew addition2026-03-312026-05-15

VBR VANGUARD INDEX FDS829.4K sharesnew addition2026-03-312026-05-15

CRM SALESFORCE INC947.1K sharesnew addition2026-03-312026-05-15

Sponsored

CSL CARLISLE COS INC523.4K sharesnew addition2026-03-312026-05-15

J JACOBS SOLUTIONS INC1.4M sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC769.5K sharesnew addition2026-03-312026-05-15

KMI KINDER MORGAN INC DEL5.2M sharesnew addition2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC1.4M sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP3.5M sharesnew addition2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS2.1M sharesnew addition2026-03-312026-05-15

IJH ISHARES TR2.5M sharesnew addition2026-03-312026-05-15

Sponsored

MINT PIMCO ETF TR1.6M sharesnew addition2026-03-312026-05-15

AMAT APPLIED MATLS INC478.9K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY INC474.7K sharesnew addition2026-03-312026-05-15

IGSB ISHARES TR3.0M sharesnew addition2026-03-312026-05-15

VV VANGUARD INDEX FDS532.8K sharesnew addition2026-03-312026-05-15

QCOM QUALCOMM INC1.2M sharesnew addition2026-03-312026-05-15

DFAU DIMENSIONAL ETF TRUST3.5M sharesnew addition2026-03-312026-05-15

DFSV DIMENSIONAL ETF TRUST4.5M sharesnew addition2026-03-312026-05-15

Sponsored

EFA ISHARES TR1.6M sharesnew addition2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.1M sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP247.4K sharesnew addition2026-03-312026-05-15

BDX BECTON DICKINSON & CO949.5K sharesnew addition2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS688.7K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.1.5M sharesnew addition2026-03-312026-05-15

TJX TJX COS INC NEW922.5K sharesnew addition2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR1.7M sharesnew addition2026-03-312026-05-15

Sponsored

MSI MOTOROLA SOLUTIONS INC336.2K sharesnew addition2026-03-312026-05-15

IWM ISHARES TR584.7K sharesnew addition2026-03-312026-05-15

WAT WATERS CORP474.9K sharesnew addition2026-03-312026-05-15

SO SOUTHERN CO1.5M sharesnew addition2026-03-312026-05-15

CPRT COPART INC4.2M sharesnew addition2026-03-312026-05-15

ADI ANALOG DEVICES INC435.4K sharesnew addition2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS1.7M sharesnew addition2026-03-312026-05-15

BLDR BUILDERS FIRSTSOURCE INC1.7M sharesnew addition2026-03-312026-05-15

Sponsored

KAT ADVISORS SER TR2.5M sharesnew addition2026-03-312026-05-15

IWV ISHARES TR360.4K sharesnew addition2026-03-312026-05-15

AGG ISHARES TR1.3M sharesnew addition2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC1.0M sharesnew addition2026-03-312026-05-15

JMBS JANUS DETROIT STR TR2.8M sharesnew addition2026-03-312026-05-15

PCAR PACCAR INC1.1M sharesnew addition2026-03-312026-05-15

ASML ASML HLDG NV95.4K sharesnew addition2026-03-312026-05-15

VOE VANGUARD INDEX FDS683.8K sharesnew addition2026-03-312026-05-15

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F2.1M sharesnew addition2026-03-312026-05-15

VXUS VANGUARD STAR FDS1.6M sharesnew addition2026-03-312026-05-15

IEF ISHARES TR1.3M sharesnew addition2026-03-312026-05-15

ACWX ISHARES TR1.8M sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC288.4K sharesnew addition2026-03-312026-05-15

AMGN AMGEN INC360.0K sharesnew addition2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS2.5M sharesnew addition2026-03-312026-05-15

GLW CORNING INC868.8K sharesnew addition2026-03-312026-05-15

Sponsored

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC1.8M sharesnew addition2026-03-312026-05-15

ALC ALCON AG1.6M sharesnew addition2026-03-312026-05-15

WMB WILLIAMS COS INC1.6M sharesnew addition2026-03-312026-05-15

WM WASTE MGMT INC DEL506.0K sharesnew addition2026-03-312026-05-15

DGRW WISDOMTREE TR1.3M sharesnew addition2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR1.3M sharesnew addition2026-03-312026-05-15

IEI ISHARES TR963.8K sharesnew addition2026-03-312026-05-15

DFIC DIMENSIONAL ETF TRUST3.2M sharesnew addition2026-03-312026-05-15

Sponsored

MUB ISHARES TR1.1M sharesnew addition2026-03-312026-05-15

BRK.A BERKSHIRE HATHAWAY INC DEL159 sharesnew addition2026-03-312026-05-15

USMV ISHARES TR1.2M sharesnew addition2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION1.9M sharesnew addition2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR1.8M sharesnew addition2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE383.6K sharesnew addition2026-03-312026-05-15

EFV ISHARES TR1.5M sharesnew addition2026-03-312026-05-15

DFGR DIMENSIONAL ETF TRUST4.1M sharesnew addition2026-03-312026-05-15

Sponsored

CME CME GROUP INC365.9K sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP723.1K sharesnew addition2026-03-312026-05-15

KO COCA COLA CO1.4M sharesnew addition2026-03-312026-05-15

ASTS AST SPACEMOBILE INC1.3M sharesnew addition2026-03-312026-05-15

NOW SERVICENOW INC995.6K sharesnew addition2026-03-312026-05-15

SHY ISHARES TR1.2M sharesnew addition2026-03-312026-05-15

NEE NEXTERA ENERGY INC1.1M sharesnew addition2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC631.5K sharesnew addition2026-03-312026-05-15

Sponsored

SCZ ISHARES TR1.3M sharesnew addition2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS2.2M sharesnew addition2026-03-312026-05-15

COOPER COS INC COOPER COS INC1.4M sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC678.8K sharesnew addition2026-03-312026-05-15

PSX PHILLIPS 66538.0K sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL249.3K sharesnew addition2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS393.5K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC106.7K sharesnew addition2026-03-312026-05-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR1.1M sharesnew addition2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F1.8M sharesnew addition2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI188.9K sharesnew addition2026-03-312026-05-15

DFAI DIMENSIONAL ETF TRUST2.3M sharesnew addition2026-03-312026-05-15

DFAR DIMENSIONAL ETF TRUST3.6M sharesnew addition2026-03-312026-05-15

MDLZ MONDELEZ INTL INC1.5M sharesnew addition2026-03-312026-05-15

IGIB ISHARES TR1.6M sharesnew addition2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC25.3K sharesnew addition2026-03-312026-05-15

Sponsored

VGSH VANGUARD SCOTTSDALE FDS1.5M sharesnew addition2026-03-312026-05-15

DIS DISNEY WALT CO887.2K sharesnew addition2026-03-312026-05-15

PFE PFIZER INC3.0M sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC1.7M sharesnew addition2026-03-312026-05-15

IWP ISHARES TR657.8K sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR3.2M sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC1.1M sharesnew addition2026-03-312026-05-15

DFSU DIMENSIONAL ETF TRUST1.9M sharesnew addition2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP335.6K sharesnew addition2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7M sharesnew addition2026-03-312026-05-15

CMI CUMMINS INC149.9K sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC709.9K sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP1.1M sharesnew addition2026-03-312026-05-15

QLTY GMO ETF TRUST2.2M sharesnew addition2026-03-312026-05-15

BND VANGUARD BD INDEX FDS1.1M sharesnew addition2026-03-312026-05-15

MCK MCKESSON CORP91.2K sharesnew addition2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR3.2M sharesnew addition2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS527.2K sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO256.9K sharesnew addition2026-03-312026-05-15

FND FLOOR & DECOR HLDGS INC1.5M sharesnew addition2026-03-312026-05-15

ICSH ISHARES TR235.4K sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP862.1K sharesnew addition2026-03-312026-05-15

GILD GILEAD SCIENCES INC550.6K sharesnew addition2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP112.2K sharesnew addition2026-03-312026-05-15

Sponsored

IBTI ISHARES TR3.4M sharesnew addition2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST2.2M sharesnew addition2026-03-312026-05-15

GNMA ISHARES TR1.6M sharesnew addition2026-03-312026-05-15

CAH CARDINAL HEALTH INC333.8K sharesnew addition2026-03-312026-05-15

DVY ISHARES TR465.7K sharesnew addition2026-03-312026-05-15

VB VANGUARD INDEX FDS267.1K sharesnew addition2026-03-312026-05-15

FDX FEDEX CORP194.7K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC204.0K sharesnew addition2026-03-312026-05-15

Sponsored

AMT AMERICAN TOWER CORP400.2K sharesnew addition2026-03-312026-05-15

AMTM AMENTUM HOLDINGS INC2.6M sharesnew addition2026-03-312026-05-15

VBK VANGUARD INDEX FDS223.6K sharesnew addition2026-03-312026-05-15

EFG ISHARES TR604.5K sharesnew addition2026-03-312026-05-15

VTHR VANGUARD SCOTTSDALE FDS231.9K sharesnew addition2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR2.7M sharesnew addition2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 40107.7K sharesnew addition2026-03-312026-05-15

CACI CACI INTL INC120.8K sharesnew addition2026-03-312026-05-15

Sponsored

LINDE PLC LINDE PLC130.4K sharesnew addition2026-03-312026-05-15

IWN ISHARES TR339.2K sharesnew addition2026-03-312026-05-15

SUB ISHARES TR593.5K sharesnew addition2026-03-312026-05-15

GEHC GE HEALTHCARE TECHNOLOGIES I894.4K sharesnew addition2026-03-312026-05-15

TDG TRANSDIGM GROUP INC54.8K sharesnew addition2026-03-312026-05-15

MS MORGAN STANLEY383.6K sharesnew addition2026-03-312026-05-15

CSX CSX CORP1.5M sharesnew addition2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC232.6K sharesnew addition2026-03-312026-05-15

Sponsored

IUSB ISHARES TR1.4M sharesnew addition2026-03-312026-05-15

KMX CARMAX INC1.5M sharesnew addition2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F1.1M sharesnew addition2026-03-312026-05-15

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY777.6K sharesnew addition2026-03-312026-05-15

T AT&T INC2.1M sharesnew addition2026-03-312026-05-15

COHERENT CORP COHERENT CORP254.7K sharesnew addition2026-03-312026-05-15

BA BOEING CO302.1K sharesnew addition2026-03-312026-05-15

OKE ONEOK INC NEW662.0K sharesnew addition2026-03-312026-05-15

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EATON CORP PLC EATON CORP PLC166.2K sharesnew addition2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC179.3K sharesnew addition2026-03-312026-05-15

IYW ISHARES TR324.3K sharesnew addition2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC131.4K sharesnew addition2026-03-312026-05-15

HYD VANECK ETF TRUST1.2M sharesnew addition2026-03-312026-05-15

SMMD ISHARES TR763.7K sharesnew addition2026-03-312026-05-15

BN BROOKFIELD CORP1.4M sharesnew addition2026-03-312026-05-15

WFC WELLS FARGO & CO725.6K sharesnew addition2026-03-312026-05-15

Sponsored

HSY HERSHEY CO275.7K sharesnew addition2026-03-312026-05-15

INTU INTUIT131.9K sharesnew addition2026-03-312026-05-15

JGRO J P MORGAN EXCHANGE TRADED F669.4K sharesnew addition2026-03-312026-05-15

GSST GOLDMAN SACHS ETF TR131.8K sharesnew addition2026-03-312026-05-15

FICO FAIR ISAAC CORP52.3K sharesnew addition2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F397.5K sharesnew addition2026-03-312026-05-15

UYLD ANGEL OAK FUNDS TRUST1.1M sharesnew addition2026-03-312026-05-15

VLO VALERO ENERGY CORP222.5K sharesnew addition2026-03-312026-05-15

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VTEB VANGUARD MUN BD FDS1.1M sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC117.4K sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP187.5K sharesnew addition2026-03-312026-05-15

VO VANGUARD INDEX FDS199.3K sharesnew addition2026-03-312026-05-15

BIL SPDR SERIES TRUST576.2K sharesnew addition2026-03-312026-05-15

TW TRADEWEB MKTS INC448.5K sharesnew addition2026-03-312026-05-15

DE DEERE & CO93.2K sharesnew addition2026-03-312026-05-15

ISCG ISHARES TR955.7K sharesnew addition2026-03-312026-05-15

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BJ BJS WHSL CLUB HLDGS INC339.1K sharesnew addition2026-03-312026-05-15

PCG PG&E CORP2.9M sharesnew addition2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F626.0K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION156.0K sharesnew addition2026-03-312026-05-15

DFSI DIMENSIONAL ETF TRUST1.2M sharesnew addition2026-03-312026-05-15

RSG REPUBLIC SVCS INC230.8K sharesnew addition2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR1.6M sharesnew addition2026-03-312026-05-15

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD3.0M sharesnew addition2026-03-312026-05-15

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FIX COMFORT SYS USA INC36.2K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP1.1M sharesnew addition2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F780.7K sharesnew addition2026-03-312026-05-15

IWR ISHARES TR509.9K sharesnew addition2026-03-312026-05-15

AZO AUTOZONE INC14.5K sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP INC730.4K sharesnew addition2026-03-312026-05-15

SU SUNCOR ENERGY INC NEW728.5K sharesnew addition2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR1.0M sharesnew addition2026-03-312026-05-15

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SPYM SPDR SERIES TRUST624.5K sharesnew addition2026-03-312026-05-15

EEM ISHARES TR840.4K sharesnew addition2026-03-312026-05-15

TXN TEXAS INSTRS INC243.7K sharesnew addition2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F631.0K sharesnew addition2026-03-312026-05-15

VLUE ISHARES TR331.7K sharesnew addition2026-03-312026-05-15

PDEC INNOVATOR ETFS TRUST1.1M sharesnew addition2026-03-312026-05-15

IXC ISHARES TR816.0K sharesnew addition2026-03-312026-05-15

CB CHUBB LTD SWITZ143.1K sharesnew addition2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO354.8K sharesnew addition2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP134.4K sharesnew addition2026-03-312026-05-15

CRH PLC CRH PLC434.8K sharesnew addition2026-03-312026-05-15

IJK ISHARES TR453.2K sharesnew addition2026-03-312026-05-15

XMHQ INVESCO EXCHANGE TRADED FD T441.0K sharesnew addition2026-03-312026-05-15

GLTR ABRDN PRECIOUS METALS BASKET207.1K sharesnew addition2026-03-312026-05-15

DGRO ISHARES TR644.8K sharesnew addition2026-03-312026-05-15

GOVT ISHARES TR2.0M sharesnew addition2026-03-312026-05-15

Sponsored

TFC TRUIST FINL CORP974.0K sharesnew addition2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR912.7K sharesnew addition2026-03-312026-05-15

HAYW HAYWARD HLDGS INC3.3M sharesnew addition2026-03-312026-05-15

AVES AMERICAN CENTY ETF TR737.5K sharesnew addition2026-03-312026-05-15

DLR DIGITAL RLTY TR INC244.2K sharesnew addition2026-03-312026-05-15

JHMM JOHN HANCOCK EXCHANGE TRADED650.0K sharesnew addition2026-03-312026-05-15

MSCI MSCI INC80.3K sharesnew addition2026-03-312026-05-15

RYAN RYAN SPECIALTY HOLDINGS INC1.3M sharesnew addition2026-03-312026-05-15

Sponsored

IUSV ISHARES TR418.7K sharesnew addition2026-03-312026-05-15

NVS NOVARTIS AG280.4K sharesnew addition2026-03-312026-05-15

EMXC ISHARES INC543.8K sharesnew addition2026-03-312026-05-15

ADBE ADOBE INC175.2K sharesnew addition2026-03-312026-05-15

LQD ISHARES TR390.5K sharesnew addition2026-03-312026-05-15

USB US BANCORP810.8K sharesnew addition2026-03-312026-05-15

VIRT VIRTU FINL INC958.2K sharesnew addition2026-03-312026-05-15

NU NU HLDGS LTD2.9M sharesnew addition2026-03-312026-05-15

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BK BANK NEW YORK MELLON CORP349.1K sharesnew addition2026-03-312026-05-15

JSI JANUS DETROIT STR TR802.6K sharesnew addition2026-03-312026-05-15

VICI VICI PPTYS INC1.5M sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR1.5M sharesnew addition2026-03-312026-05-15

D DOMINION ENERGY INC661.8K sharesnew addition2026-03-312026-05-15

COF CAPITAL ONE FINL CORP223.7K sharesnew addition2026-03-312026-05-15

ACWI ISHARES TR293.4K sharesnew addition2026-03-312026-05-15

IVLU ISHARES TR1.0M sharesnew addition2026-03-312026-05-15

Sponsored

XONE BONDBLOXX ETF TRUST815.1K sharesnew addition2026-03-312026-05-15

TTWO TAKE-TWO INTERACTIVE SOFTWAR201.4K sharesnew addition2026-03-312026-05-15

GM GENERAL MTRS CO533.8K sharesnew addition2026-03-312026-05-15

IDV ISHARES TR933.7K sharesnew addition2026-03-312026-05-15

SHV ISHARES TR357.2K sharesnew addition2026-03-312026-05-15

KKR & CO INC KKR & CO INC421.7K sharesnew addition2026-03-312026-05-15

DTM DT MIDSTREAM INC288.2K sharesnew addition2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L1.0M sharesnew addition2026-03-312026-05-15

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VGLT VANGUARD SCOTTSDALE FDS695.6K sharesnew addition2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR1.3M sharesnew addition2026-03-312026-05-15

VHT VANGUARD WORLD FD140.0K sharesnew addition2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO624.3K sharesnew addition2026-03-312026-05-15

COWZ PACER FDS TR602.0K sharesnew addition2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN185.7K sharesnew addition2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC433.1K sharesnew addition2026-03-312026-05-15

APH AMPHENOL CORP294.9K sharesnew addition2026-03-312026-05-15

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MMC MARSH & MCLENNAN COS INC214.6K sharesnew addition2026-03-312026-05-15

CSGP COSTAR GROUP INC922.1K sharesnew addition2026-03-312026-05-15

VGSR MANAGER DIRECTED PORTFOLIOS3.5M sharesnew addition2026-03-312026-05-15

NVT NVENT ELEC PLC312.6K sharesnew addition2026-03-312026-05-15

CVS CVS HEALTH CORP505.1K sharesnew addition2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS380.7K sharesnew addition2026-03-312026-05-15

SMH VANECK ETF TRUST93.4K sharesnew addition2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II150.8K sharesnew addition2026-03-312026-05-15

Sponsored

EOG EOG RES INC247.3K sharesnew addition2026-03-312026-05-15

DBEF DBX ETF TR721.2K sharesnew addition2026-03-312026-05-15

IJS ISHARES TR300.3K sharesnew addition2026-03-312026-05-15

IWS ISHARES TR241.1K sharesnew addition2026-03-312026-05-15

ARM ARM HOLDINGS PLC230.9K sharesnew addition2026-03-312026-05-15

LRGF ISHARES TR527.7K sharesnew addition2026-03-312026-05-15

CLOZ SERIES PORTFOLIOS TR1.4M sharesnew addition2026-03-312026-05-15

ALAB ASTERA LABS INC314.5K sharesnew addition2026-03-312026-05-15

Sponsored

DTE DTE ENERGY CO234.5K sharesnew addition2026-03-312026-05-15

JCPB J P MORGAN EXCHANGE TRADED F100.5K sharesnew addition2026-03-312026-05-15

URI UNITED RENTALS INC46.6K sharesnew addition2026-03-312026-05-15

IWO ISHARES TR108.2K sharesnew addition2026-03-312026-05-15

IDXX IDEXX LABS INC60.2K sharesnew addition2026-03-312026-05-15

EVRG EVERGY INC411.1K sharesnew addition2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC164.4K sharesnew addition2026-03-312026-05-15

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO848.3K sharesnew addition2026-03-312026-05-15

Sponsored

VNQ VANGUARD INDEX FDS375.0K sharesnew addition2026-03-312026-05-15

GWW WW GRAINGER INC29.8K sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS245.5K sharesnew addition2026-03-312026-05-15

MCO MOODYS CORP73.9K sharesnew addition2026-03-312026-05-15

RY ROYAL BK CDA198.1K sharesnew addition2026-03-312026-05-15

AAOI APPLIED OPTOELECTRONICS INC379.1K sharesnew addition2026-03-312026-05-15

FBCG FIDELITY COVINGTON TRUST639.6K sharesnew addition2026-03-312026-05-15

WDC WESTERN DIGITAL CORP117.1K sharesnew addition2026-03-312026-05-15

Sponsored

APD AIR PRODUCTS AND CHEMICALS I109.1K sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC321.4K sharesnew addition2026-03-312026-05-15

SPTM SPDR SERIES TRUST399.7K sharesnew addition2026-03-312026-05-15

IBTH ISHARES TR1.4M sharesnew addition2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC90.5K sharesnew addition2026-03-312026-05-15

JAVA J P MORGAN EXCHANGE TRADED F432.8K sharesnew addition2026-03-312026-05-15

FLMI FRANKLIN TEMPLETON ETF TR28.1K sharesnew addition2026-03-312026-05-15

CMCSA COMCAST CORP NEW1.1M sharesnew addition2026-03-312026-05-15

Sponsored

FLOT ISHARES TR606.1K sharesnew addition2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F554.5K sharesnew addition2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS327.0K sharesnew addition2026-03-312026-05-15

FITB FIFTH THIRD BANCORP653.8K sharesnew addition2026-03-312026-05-15

MMM 3M CO208.8K sharesnew addition2026-03-312026-05-15

CASS CASS INFORMATION SYS INC686.0K sharesnew addition2026-03-312026-05-15

PAVE GLOBAL X FDS590.4K sharesnew addition2026-03-312026-05-15

FTSL FIRST TR EXCHANGE-TRADED FD667.0K sharesnew addition2026-03-312026-05-15

Sponsored

IBDR ISHARES TR1.2M sharesnew addition2026-03-312026-05-15

AGNC AGNC INVT CORP3.0M sharesnew addition2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC150.9K sharesnew addition2026-03-312026-05-15

CARY ANGEL OAK FUNDS TRUST1.0K sharesnew addition2026-03-312026-05-15

MUNI PIMCO ETF TR2.0K sharesnew addition2026-03-312026-05-15

SOXX ISHARES TR88.2K sharesnew addition2026-03-312026-05-15

WFC-PL WELLS FARGO & CO25.0K sharesnew addition2026-03-312026-05-15

PMAR INNOVATOR ETFS TRUST648.2K sharesnew addition2026-03-312026-05-15

Sponsored

ROP ROPER TECHNOLOGIES INC81.6K sharesnew addition2026-03-312026-05-15

GNRC GENERAC HLDGS INC147.9K sharesnew addition2026-03-312026-05-15

EXR EXTRA SPACE STORAGE INC219.9K sharesnew addition2026-03-312026-05-15

ERIE ERIE INDTY CO114.4K sharesnew addition2026-03-312026-05-15

MKC MCCORMICK & CO INC567.2K sharesnew addition2026-03-312026-05-15

SYLD CAMBRIA ETF TR379.0K sharesnew addition2026-03-312026-05-15

BSCQ INVESCO EXCH TRD SLF IDX FD1.5M sharesnew addition2026-03-312026-05-15

IUSG ISHARES TR182.4K sharesnew addition2026-03-312026-05-15

Sponsored

FCX FREEPORT MCMORAN INC480.1K sharesnew addition2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT846.3K sharesnew addition2026-03-312026-05-15

MFC MANULIFE FINL CORP815.6K sharesnew addition2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP100.5K sharesnew addition2026-03-312026-05-15

RWJ INVESCO EXCH TRADED FD TR II556.0K sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO111.7K sharesnew addition2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST830.3K sharesnew addition2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW85.2K sharesnew addition2026-03-312026-05-15

Sponsored

JMTG J P MORGAN EXCHANGE TRADED F545.5K sharesnew addition2026-03-312026-05-15

SPE-PC SPECIAL OPPORTUNITIES FD INC1.1M sharesnew addition2026-03-312026-05-15

EOI EATON VANCE ENHANCED EQUITY1.5M sharesnew addition2026-03-312026-05-15

WELL WELLTOWER INC138.7K sharesnew addition2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW144.2K sharesnew addition2026-03-312026-05-15

KRMN KARMAN HLDGS INC333.4K sharesnew addition2026-03-312026-05-15

CELC CELCUITY INC233.4K sharesnew addition2026-03-312026-05-15

ENSG ENSIGN GROUP INC131.4K sharesnew addition2026-03-312026-05-15

Sponsored

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC1.1M sharesnew addition2026-03-312026-05-15

SBLK STAR BULK CARRIERS CORP.1.1M sharesnew addition2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR840.8K sharesnew addition2026-03-312026-05-15

AVSU AMERICAN CENTY ETF TR351.2K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP411.5K sharesnew addition2026-03-312026-05-15

SPTS SPDR SERIES TRUST877.2K sharesnew addition2026-03-312026-05-15

IP INTERNATIONAL PAPER CO716.9K sharesnew addition2026-03-312026-05-15

IJT ISHARES TR176.3K sharesnew addition2026-03-312026-05-15

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI1.0M sharesnew addition2026-03-312026-05-15

CIEN CIENA CORP63.1K sharesnew addition2026-03-312026-05-15

RUNN STRATEGIC TRUST760.5K sharesnew addition2026-03-312026-05-15

SLYV SPDR SERIES TRUST257.6K sharesnew addition2026-03-312026-05-15

ES EVERSOURCE ENERGY350.9K sharesnew addition2026-03-312026-05-15

ARMK ARAMARK597.8K sharesnew addition2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF602.2K sharesnew addition2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP250.1K sharesnew addition2026-03-312026-05-15

Sponsored

DFSE DIMENSIONAL ETF TRUST537.0K sharesnew addition2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR472.6K sharesnew addition2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC59.0K sharesnew addition2026-03-312026-05-15

FNDC SCHWAB STRATEGIC TR504.7K sharesnew addition2026-03-312026-05-15

SPYG SPDR SERIES TRUST238.9K sharesnew addition2026-03-312026-05-15

MPC MARATHON PETE CORP95.8K sharesnew addition2026-03-312026-05-15

ORI OLD REP INTL CORP584.8K sharesnew addition2026-03-312026-05-15

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC508.1K sharesnew addition2026-03-312026-05-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F453.8K sharesnew addition2026-03-312026-05-15

VCRM VANGUARD MUN BD FDS307.7K sharesnew addition2026-03-312026-05-15

ONDS ONDAS INC2.6M sharesnew addition2026-03-312026-05-15

IQLT ISHARES TR486.2K sharesnew addition2026-03-312026-05-15

CMF ISHARES TR404.4K sharesnew addition2026-03-312026-05-15

HYG ISHARES TR287.6K sharesnew addition2026-03-312026-05-15

KEY KEYCORP1.1M sharesnew addition2026-03-312026-05-15

MORN MORNINGSTAR INC134.9K sharesnew addition2026-03-312026-05-15

Sponsored

SPDW SPDR INDEX SHS FDS496.2K sharesnew addition2026-03-312026-05-15

PJAN INNOVATOR ETFS TRUST490.1K sharesnew addition2026-03-312026-05-15

VIK VIKING HOLDINGS LTD306.4K sharesnew addition2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN138.0K sharesnew addition2026-03-312026-05-15

HCA HCA HEALTHCARE INC47.4K sharesnew addition2026-03-312026-05-15

RYN RAYONIER INC1.1M sharesnew addition2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE523.8K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC85.4K sharesnew addition2026-03-312026-05-15

Sponsored

CBOE CBOE GLOBAL MKTS INC79.1K sharesnew addition2026-03-312026-05-15

AOR ISHARES TR342.4K sharesnew addition2026-03-312026-05-15

SHOP SHOPIFY INC184.8K sharesnew addition2026-03-312026-05-15

SMLF ISHARES TR289.9K sharesnew addition2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST513.3K sharesnew addition2026-03-312026-05-15

NE NOBLE CORP PLC446.6K sharesnew addition2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY72.1K sharesnew addition2026-03-312026-05-15

ACLC AMERICAN CENTY ETF TR293.3K sharesnew addition2026-03-312026-05-15

Sponsored

BKR BAKER HUGHES COMPANY352.2K sharesnew addition2026-03-312026-05-15

CL COLGATE PALMOLIVE CO252.7K sharesnew addition2026-03-312026-05-15

IRM IRON MTN INC DEL207.5K sharesnew addition2026-03-312026-05-15

TPR TAPESTRY INC150.0K sharesnew addition2026-03-312026-05-15

AER AERCAP HOLDINGS NV153.9K sharesnew addition2026-03-312026-05-15

AGI ALAMOS GOLD INC474.3K sharesnew addition2026-03-312026-05-15

ARCC ARES CAPITAL CORP1.2M sharesnew addition2026-03-312026-05-15

GNK GENCO SHIPPING & TRADING LTD925.9K sharesnew addition2026-03-312026-05-15

Sponsored

IBB ISHARES TR123.3K sharesnew addition2026-03-312026-05-15

ULTA ULTA BEAUTY INC39.3K sharesnew addition2026-03-312026-05-15

CCJ CAMECO CORP187.4K sharesnew addition2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR666.1K sharesnew addition2026-03-312026-05-15

EXPE EXPEDIA GROUP INC87.4K sharesnew addition2026-03-312026-05-15

PAYX PAYCHEX INC218.9K sharesnew addition2026-03-312026-05-15

AROC ARCHROCK INC578.5K sharesnew addition2026-03-312026-05-15

QAI NEW YORK LIFE INVESTMENTS ET588.4K sharesnew addition2026-03-312026-05-15

Sponsored

GIS GENERAL MILLS INC538.7K sharesnew addition2026-03-312026-05-15

ISCV ISHARES TR288.1K sharesnew addition2026-03-312026-05-15

BRW SABA CAPITAL INCOME & OPRNT3.0M shares-3.62%2026-03-312026-05-15

DGS WISDOMTREE TR329.8K sharesnew addition2026-03-312026-05-15

AAPL

APPLE INC

New

Shares10.0M

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

New

Shares12.1M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

New

Shares5.3M

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

New

Shares13.0M

Event2026-03-31

Filed2026-05-15

DFAC

DIMENSIONAL ETF TRUST

New

Shares42.6M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

New

Shares7.7M

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares2.4M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

New

Shares2.2M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares4.8M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

New

Shares4.1M

Event2026-03-31

Filed2026-05-15

EQTY

VALUED ADVISERS TR

New

Shares44.6M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares3.2M

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

New

Shares6.7M

Event2026-03-31

Filed2026-05-15

BSVO

EA SERIES TRUST

New

Shares37.3M

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

New

Shares3.1M

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

New

Shares2.7M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

New

Shares4.3M

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares13.8M

Event2026-03-31

Filed2026-05-15

DFAT

DIMENSIONAL ETF TRUST

New

Shares13.1M

Event2026-03-31

Filed2026-05-15

DUHP

DIMENSIONAL ETF TRUST

New

Shares20.4M

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

New

Shares6.7M

Event2026-03-31

Filed2026-05-15

DFIV

DIMENSIONAL ETF TRUST

New

Shares13.5M

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL ETF TRUST

New

Shares14.7M

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

New

Shares1.9M

Event2026-03-31

Filed2026-05-15