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The Analysis of FOUNDERS FINANCIAL SECURITIES LLC's Holdings & P&L

Currently, FOUNDERS FINANCIAL SECURITIES LLC holds 498 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in VIG (+87.2K shares, valued at $19.4M), BIL (+92.7K shares, valued at $8.5M), SPYG (+80.3K shares, valued at $8.4M); decreased their positions in N/A (-17.3K shares, valued at $10.8M), VUG (-15.5K shares, valued at $7.1M), XLC (-59.7K shares, valued at $6.8M); initiated new positions in CLSE (+191.6K shares, valued at $5.8M), PSDM (+105.7K shares, valued at $5.4M), N/A (+15.8K shares, valued at $3.2M).

1M P&L

+43.1M+2.64%

3M P&L

-143.6M-7.91%

HY P&L

-45.7M-2.66%

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/A1.3B

84.2%

2Semiconductors40.9M

2.6%

3Software - Infrastructure18.5M

1.2%

Top Industries by Stock Count

1N/A305 stocks

64.5%

2Drug Manufacturers - General7 stocks

1.5%

3Asset Management6 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST1.1M shares8.28%2026-03-312026-04-16

SPYV SPDR SERIES TRUST1.5M shares5.12%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS226.5K shares62.65%2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST1.4M shares3.72%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS664.6K shares1.08%2026-03-312026-04-16

VO VANGUARD INDEX FDS143.2K shares2.77%2026-03-312026-04-16

IJR ISHARES TR295.6K shares12.88%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR229.4K shares2.10%2026-03-312026-04-16

Sponsored

NVDA NVIDIA CORPORATION176.4K shares-7.46%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR644.4K shares10.36%2026-03-312026-04-16

AGG ISHARES TR289.5K shares4.67%2026-03-312026-04-16

IDEV ISHARES TR313.2K shares4.51%2026-03-312026-04-16

JCPB J P MORGAN EXCHANGE TRADED F505.2K shares12.16%2026-03-312026-04-16

BIL SPDR SERIES TRUST249.4K shares59.22%2026-03-312026-04-16

IUSG ISHARES TR119.6K shares8.27%2026-03-312026-04-16

PYLD PIMCO ETF TR657.4K shares-6.88%2026-03-312026-04-16

Sponsored

IEFA ISHARES TR163.4K shares25.17%2026-03-312026-04-16

CGGR CAPITAL GROUP GROWTH ETF353.3K shares17.90%2026-03-312026-04-16

XLV SELECT SECTOR SPDR TR96.1K shares59.73%2026-03-312026-04-16

CGDV CAPITAL GROUP DIVIDEND VALUE318.6K shares20.31%2026-03-312026-04-16

ITA ISHARES TR61.1K shares6.28%2026-03-312026-04-16

USMV ISHARES TR150.5K shares-17.21%2026-03-312026-04-16

IEMG ISHARES INC178.6K shares-0.19%2026-03-312026-04-16

VUG VANGUARD INDEX FDS27.5K shares-36.01%2026-03-312026-04-16

Sponsored

TFLO ISHARES TR247.4K shares0.66%2026-03-312026-04-16

MSFT MICROSOFT CORP33.2K shares-10.49%2026-03-312026-04-16

IVV ISHARES TR17.9K shares-5.94%2026-03-312026-04-16

SGOV ISHARES TR118.9K shares52.51%2026-03-312026-04-16

XLI SELECT SECTOR SPDR TR67.1K shares0.17%2026-03-312026-04-16

LGLV SPDR SERIES TRUST61.0K shares-23.85%2026-03-312026-04-16

VTV VANGUARD INDEX FDS53.8K shares-27.94%2026-03-312026-04-16

HOLA J P MORGAN EXCHANGE TRADED F185.8K shares-13.23%2026-03-312026-04-16

Sponsored

CGBL CAPITAL GROUP CORE BALANCED278.5K shares19.98%2026-03-312026-04-16

XLP SELECT SECTOR SPDR TR117.5K shares71.75%2026-03-312026-04-16

JMUB J P MORGAN EXCHANGE TRADED F190.8K shares19.28%2026-03-312026-04-16

MUB ISHARES TR85.6K shares18.95%2026-03-312026-04-16

VTI VANGUARD INDEX FDS27.2K shares0.75%2026-03-312026-04-16

JPIE J P MORGAN EXCHANGE TRADED F189.9K shares9.76%2026-03-312026-04-16

CGUS CAPITAL GROUP CORE EQUITY ET215.8K shares20.49%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR165.8K shares-39.50%2026-03-312026-04-16

Sponsored

BROADCOM INC BROADCOM INC22.8K shares-9.46%2026-03-312026-04-16

XLY SELECT SECTOR SPDR TR71.8K shares8.43%2026-03-312026-04-16

ALPHABET INC ALPHABET INC25.2K shares-4.88%2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR168.6K shares119.13%2026-03-312026-04-16

XLC SELECT SECTOR SPDR TR69.1K shares-46.37%2026-03-312026-04-16

LVHI LEGG MASON ETF INVT181.9K shares2373.69%2026-03-312026-04-16

USFR WISDOMTREE TR144.1K shares19.14%2026-03-312026-04-16

XOM EXXON MOBIL CORP45.1K shares-21.79%2026-03-312026-04-16

Sponsored

SPEM SPDR INDEX SHS FDS140.5K shares4.17%2026-03-312026-04-16

META META PLATFORMS INC10.9K shares-8.86%2026-03-312026-04-16

DJUL FIRST TR EXCHNG TRADED FD VI137.7K shares19.51%2026-03-312026-04-16

XLE SELECT SECTOR SPDR TR114.6K shares43.68%2026-03-312026-04-16

VUSB VANGUARD BD INDEX FDS131.4K shares21.13%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR211.5K shares0.01%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS10.0K shares-63.39%2026-03-312026-04-16

EFAV ISHARES TR66.4K shares-24.65%2026-03-312026-04-16

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT169.5K shares32.02%2026-03-312026-04-16

XLB SELECT SECTOR SPDR TR116.5K shares261.65%2026-03-312026-04-16

PG PROCTER & GAMBLE CO40.4K shares-11.08%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T29.5K shares28.28%2026-03-312026-04-16

CLSE TRUST FOR PROFESSIONAL MANAG191.6K sharesnew addition2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR185.5K shares-21.10%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON23.1K shares-11.48%2026-03-312026-04-16

CGDG CAPITAL GROUP DIVIDEND GROWE148.3K shares3.29%2026-03-312026-04-16

Sponsored

PSDM PGIM ETF TR105.7K sharesnew addition2026-03-312026-04-16

USHY ISHARES TR145.3K shares10.75%2026-03-312026-04-16

GMAR FIRST TR EXCHNG TRADED FD VI127.4K shares13.28%2026-03-312026-04-16

RDVY FIRST TR EXCHANGE TRADED FD69.5K shares-4.69%2026-03-312026-04-16

EMB ISHARES TR52.7K shares4.64%2026-03-312026-04-16

SMH VANECK ETF TRUST11.4K shares232.17%2026-03-312026-04-16

TSLA TESLA INC14.2K shares-12.77%2026-03-312026-04-16

WMB WILLIAMS COS INC67.1K shares11.37%2026-03-312026-04-16

Sponsored

DGRO ISHARES TR67.5K shares-8.33%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO15.7K shares-11.66%2026-03-312026-04-16

IJH ISHARES TR66.0K shares-16.42%2026-03-312026-04-16

LQD ISHARES TR42.1K shares-9.82%2026-03-312026-04-16

V VISA INC14.8K shares-9.64%2026-03-312026-04-16

DGRW WISDOMTREE TR47.0K shares1.78%2026-03-312026-04-16

EEMV ISHARES INC62.8K shares4.37%2026-03-312026-04-16

PNC PNC FINL SVCS GROUP INC18.7K shares4.33%2026-03-312026-04-16

Sponsored

TXN TEXAS INSTRS INC19.2K shares6.05%2026-03-312026-04-16

WMT WALMART INC31.7K shares3.42%2026-03-312026-04-16

EWS ISHARES INC138.1K shares9.02%2026-03-312026-04-16

CVX CHEVRON CORPORATION20.3K shares4.23%2026-03-312026-04-16

JTEK J P MORGAN EXCHANGE TRADED F45.3K shares-3.34%2026-03-312026-04-16

QUAL ISHARES TR18.6K shares5.60%2026-03-312026-04-16

JQUA J P MORGAN EXCHANGE TRADED F57.0K shares8.61%2026-03-312026-04-16

EWP ISHARES INC62.8K shares-3.52%2026-03-312026-04-16

Sponsored

PJUL INNOVATOR ETFS TRUST73.8K shares17.97%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION3.3K shares-5.61%2026-03-312026-04-16

DFEB FIRST TR EXCHNG TRADED FD VI69.7K shares18.77%2026-03-312026-04-16

PAPR INNOVATOR ETFS TRUST82.4K shares18.87%2026-03-312026-04-16

LBRT LIBERTY ENERGY INC123.2K shares0.00%2026-03-312026-04-16

DMAR FIRST TR EXCHNG TRADED FD VI77.2K shares18.71%2026-03-312026-04-16

DNOV FIRST TR EXCHNG TRADED FD VI67.9K shares18.74%2026-03-312026-04-16

PJAN INNOVATOR ETFS TRUST70.2K shares18.96%2026-03-312026-04-16

Sponsored

DMAY FIRST TR EXCHNG TRADED FD VI72.2K shares19.67%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC9.1K shares10.08%2026-03-312026-04-16

DOCT FIRST TR EXCHNG TRADED FD VI74.4K shares19.42%2026-03-312026-04-16

POCT INNOVATOR ETFS TRUST74.9K shares19.05%2026-03-312026-04-16

DDEC FIRST TR EXCHNG TRADED FD VI73.1K shares19.38%2026-03-312026-04-16

DJAN FIRST TR EXCHNG TRADED FD VI76.0K shares19.54%2026-03-312026-04-16

DAUG FIRST TR EXCHNG TRADED FD VI73.9K shares19.74%2026-03-312026-04-16

DSEP FIRST TR EXCHNG TRADED FD VI73.0K shares20.22%2026-03-312026-04-16

Sponsored

VOE VANGUARD INDEX FDS17.1K shares-2.31%2026-03-312026-04-16

DAPR FIRST TR EXCHNG TRADED FD VI81.3K shares20.59%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC15.8K sharesnew addition2026-03-312026-04-16

UNILEVER PLC UNILEVER PLC54.8K sharesnew addition2026-03-312026-04-16

EEM ISHARES TR52.2K shares0.31%2026-03-312026-04-16

CAT CATERPILLAR INC4.0K shares-12.24%2026-03-312026-04-16

LINDE PLC LINDE PLC5.9K shares-6.51%2026-03-312026-04-16

CGCV CAPITAL GROUP CONSERVATIVE E95.4K shares28.17%2026-03-312026-04-16

Sponsored

VV VANGUARD INDEX FDS9.4K shares-18.24%2026-03-312026-04-16

EVTR MORGAN STANLEY ETF TRUST57.3K shares8.62%2026-03-312026-04-16

TMUS T-MOBILE US INC14.6K shares-2.93%2026-03-312026-04-16

GPIX GOLDMAN SACHS ETF TR55.7K shares5.92%2026-03-312026-04-16

MMC MARSH & MCLENNAN COS INC16.4K shares22.79%2026-03-312026-04-16

XME SPDR SERIES TRUST25.2K shares-18.24%2026-03-312026-04-16

KBWB INVESCO EXCH TRADED FD TR II32.5K shares2.83%2026-03-312026-04-16

CMCSA COMCAST CORP NEW97.6K shares-7.09%2026-03-312026-04-16

Sponsored

UNP UNION PAC CORP10.9K shares-3.25%2026-03-312026-04-16

VOT VANGUARD INDEX FDS10.2K shares5.67%2026-03-312026-04-16

NFLX NETFLIX INC.26.8K shares-1.87%2026-03-312026-04-16

KO COCA COLA CO34.5K shares-6.30%2026-03-312026-04-16

CGNG CAPITAL GROUP NEW GEOGRAPHY78.9K shares90.52%2026-03-312026-04-16

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC24.4K shares67.72%2026-03-312026-04-16

QQQM INVESCO EXCH TRADED FD TR II10.3K shares83.17%2026-03-312026-04-16

CVS CVS HEALTH CORP32.5K shares5.99%2026-03-312026-04-16

Sponsored

VGSH VANGUARD SCOTTSDALE FDS42.9K shares281.31%2026-03-312026-04-16

ACII INNOVATOR ETFS TRUST96.7K shares127.55%2026-03-312026-04-16

HYGH ISHARES U S ETF TR28.4K shares8.77%2026-03-312026-04-16

PSA PUBLIC STORAGE OPER CO8.3K shares-1.78%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR48.0K shares1.33%2026-03-312026-04-16

GFEB FIRST TR EXCHNG TRADED FD VI57.3K shares9.83%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC19.6K shares-1.33%2026-03-312026-04-16

JMBS JANUS DETROIT STR TR52.0K shares-4.58%2026-03-312026-04-16

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F40.9K shares-30.32%2026-03-312026-04-16

COP CONOCOPHILLIPS19.1K shares18.00%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T3.4K shares-7.96%2026-03-312026-04-16

IGEB ISHARES TR51.4K shares8.26%2026-03-312026-04-16

ASML ASML HLDG NV1.6K shares-9.24%2026-03-312026-04-16

GLD SPDR GOLD TR5.3K shares-21.94%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC6.5K shares-13.92%2026-03-312026-04-16

COWZ PACER FDS TR37.2K shares-23.25%2026-03-312026-04-16

Sponsored

HD HOME DEPOT INC6.7K shares-4.76%2026-03-312026-04-16

VBK VANGUARD INDEX FDS7.1K shares-0.75%2026-03-312026-04-16

SRE SEMPRA22.5K shares-6.22%2026-03-312026-04-16

XMMO INVESCO EXCHANGE TRADED FD T14.5K shares8.00%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC5.6K shares-5.78%2026-03-312026-04-16

AMT AMERICAN TOWER CORP12.4K shares30.41%2026-03-312026-04-16

TE CONNECTIVITY PLC TE CONNECTIVITY PLC9.6K shares-4.69%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC16.8K shares-8.56%2026-03-312026-04-16

Sponsored

CSQ CALAMOS STRATEGIC TOTAL RETU118.7K shares0.00%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS9.1K shares3.96%2026-03-312026-04-16

EWJ ISHARES INC23.8K shares2.35%2026-03-312026-04-16

GOVT ISHARES TR90.7K shares1.06%2026-03-312026-04-16

TCAF T ROWE PRICE ETF INC55.0K shares9.65%2026-03-312026-04-16

GSLC GOLDMAN SACHS ETF TR15.6K shares2.15%2026-03-312026-04-16

IYF ISHARES TR16.6K shares-5.07%2026-03-312026-04-16

KRE SPDR SERIES TRUST29.2K shares2.74%2026-03-312026-04-16

Sponsored

HLN HALEON PLC203.0K shares-4.85%2026-03-312026-04-16

BBEU J P MORGAN EXCHANGE TRADED F25.8K shares2.97%2026-03-312026-04-16

WTV WISDOMTREE TR20.1K shares8.36%2026-03-312026-04-16

VYM VANGUARD WHITEHALL FDS12.6K shares-15.92%2026-03-312026-04-16

FMAY FIRST TR EXCHNG TRADED FD VI35.5K shares7.17%2026-03-312026-04-16

FFLC FIDELITY COVINGTON TRUST35.4K shares8.64%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS39.9K shares2.75%2026-03-312026-04-16

VMC VULCAN MATLS CO6.5K shares-3.50%2026-03-312026-04-16

Sponsored

WFC WELLS FARGO & CO22.3K shares0.76%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC16.4K shares748.24%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST51.9K shares2.38%2026-03-312026-04-16

TOPT ISHARES TR62.9K shares3.10%2026-03-312026-04-16

MET METLIFE INC24.9K shares-2.21%2026-03-312026-04-16

FDL FIRST TR EXCHANGE-TRADED FD36.0K sharesnew addition2026-03-312026-04-16

MCD MCDONALDS CORP5.8K shares-6.68%2026-03-312026-04-16

FNDB SCHWAB STRATEGIC TR63.9K shares7.32%2026-03-312026-04-16

Sponsored

GSEP FIRST TR EXCHNG TRADED FD VI45.9K shares13.86%2026-03-312026-04-16

HSBC HSBC HLDGS PLC19.8K shares4.13%2026-03-312026-04-16

GDEC FIRST TR EXCHNG TRADED FD VI46.4K shares13.99%2026-03-312026-04-16

CGIC CAPITAL GROUP INTERNATIONAL50.6K shares241.19%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP2.8K shares-0.28%2026-03-312026-04-16

SPYM SPDR SERIES TRUST21.8K shares10.73%2026-03-312026-04-16

GJUN FIRST TR EXCHNG TRADED FD VI43.3K shares14.42%2026-03-312026-04-16

WM WASTE MGMT INC DEL7.3K shares-4.89%2026-03-312026-04-16

Sponsored

ALPS ETF TR ALPS ETF TR32.4K shares0.15%2026-03-312026-04-16

GNOV FIRST TR EXCHNG TRADED FD VI42.3K shares14.31%2026-03-312026-04-16

FNOV FIRST TR EXCHNG TRADED FD VI30.5K shares8.05%2026-03-312026-04-16

OEF ISHARES TR5.0K shares-20.67%2026-03-312026-04-16

CGMM CAPITAL GROUP EQUITY ETF TR53.0K shares92.94%2026-03-312026-04-16

FDEC FIRST TR EXCHNG TRADED FD VI31.6K shares8.29%2026-03-312026-04-16

GWW WW GRAINGER INC1.4K shares-12.19%2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F28.6K shares-0.18%2026-03-312026-04-16

Sponsored

GOCT FIRST TR EXCHNG TRADED FD VI40.3K shares15.65%2026-03-312026-04-16

RIO RIO TINTO PLC16.4K shares12.74%2026-03-312026-04-16

GMAY FIRST TR EXCHNG TRADED FD VI37.8K shares15.88%2026-03-312026-04-16

GJAN FIRST TR EXCHNG TRADED FD VI36.9K shares15.85%2026-03-312026-04-16

FFEB FIRST TR EXCHNG TRADED FD VI27.3K shares8.63%2026-03-312026-04-16

GAPR FIRST TR EXCHNG TRADED FD VI38.2K shares16.56%2026-03-312026-04-16

BKLN INVESCO EXCH TRADED FD TR II75.0K shares-53.74%2026-03-312026-04-16

FAUG FIRST TR EXCHNG TRADED FD VI28.8K shares9.00%2026-03-312026-04-16

Sponsored

COF CAPITAL ONE FINL CORP7.9K shares-2.28%2026-03-312026-04-16

HON HONEYWELL INTL INC6.5K shares452.12%2026-03-312026-04-16

FOCT FIRST TR EXCHNG TRADED FD VI31.1K shares8.93%2026-03-312026-04-16

FMAR FIRST TR EXCHNG TRADED FD VI30.6K shares8.62%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS20.7K shares-23.78%2026-03-312026-04-16

DVY ISHARES TR9.9K shares-41.39%2026-03-312026-04-16

IGV ISHARES TR19.7K shares5.59%2026-03-312026-04-16

PWB INVESCO EXCHANGE TRADED FD T11.1K shares55.79%2026-03-312026-04-16

Sponsored

FJUL FIRST TR EXCHNG TRADED FD VI26.7K shares9.08%2026-03-312026-04-16

FJAN FIRST TR EXCHNG TRADED FD VI28.9K shares9.14%2026-03-312026-04-16

IGIB ISHARES TR28.1K shares-2.83%2026-03-312026-04-16

FAPR FIRST TR EXCHNG TRADED FD VI33.2K shares9.57%2026-03-312026-04-16

FJUN FIRST TR EXCHNG TRADED FD VI25.8K shares9.42%2026-03-312026-04-16

FSEP FIRST TR EXCHNG TRADED FD VI28.8K shares9.39%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE4.8K shares-2.08%2026-03-312026-04-16

CSCO CISCO SYS INC17.8K shares-4.00%2026-03-312026-04-16

Sponsored

BUD ANHEUSER BUSCH INBEV SA NV19.5K shares6.87%2026-03-312026-04-16

VRTX VERTEX PHARMACEUTICALS INC3.3K shares-11.05%2026-03-312026-04-16

ORCL ORACLE CORP10.5K shares-33.80%2026-03-312026-04-16

ET ENERGY TRANSFER L P74.9K shares0.35%2026-03-312026-04-16

FCX FREEPORT MCMORAN INC21.5K shares-34.19%2026-03-312026-04-16

IWF ISHARES TR3.2K shares-4.30%2026-03-312026-04-16

EOG EOG RES INC10.4K shares16.45%2026-03-312026-04-16

ODFL OLD DOMINION FREIGHT LINE IN6.7K shares-5.79%2026-03-312026-04-16

Sponsored

ESGU ISHARES TR9.4K shares4.11%2026-03-312026-04-16

SLV ISHARES SILVER TR20.0K shares-20.82%2026-03-312026-04-16

SLYG SPDR SERIES TRUST13.3K shares1.59%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC4.2K shares-4.81%2026-03-312026-04-16

DIS DISNEY WALT CO12.9K shares-16.92%2026-03-312026-04-16

TIP ISHARES TR11.6K shares5.53%2026-03-312026-04-16

EFV ISHARES TR16.6K shares1.32%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC7.7K shares-10.82%2026-03-312026-04-16

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ISRG INTUITIVE SURGICAL INC2.8K shares-12.43%2026-03-312026-04-16

PSFF PACER FDS TR38.1K shares7.81%2026-03-312026-04-16

EVLN MORGAN STANLEY ETF TRUST25.7K shares-21.96%2026-03-312026-04-16

GSK PLC GSK PLC21.1K shares2.95%2026-03-312026-04-16

SYK STRYKER CORPORATION3.6K shares-12.00%2026-03-312026-04-16

JPST J P MORGAN EXCHANGE TRADED F24.4K shares19.24%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW3.5K shares-32.66%2026-03-312026-04-16

FDVV FIDELITY COVINGTON TRUST21.3K shares5.10%2026-03-312026-04-16

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FDX FEDEX CORP3.2K shares3.05%2026-03-312026-04-16

PULS PGIM ETF TR24.6K shares51.27%2026-03-312026-04-16

O REALTY INCOME CORP19.3K shares-1.50%2026-03-312026-04-16

IWN ISHARES TR6.1K shares-8.02%2026-03-312026-04-16

PCG PG&E CORP63.2K shares-3.93%2026-03-312026-04-16

GILD GILEAD SCIENCES INC8.3K shares-0.41%2026-03-312026-04-16

SHW SHERWIN WILLIAMS CO3.5K shares-10.05%2026-03-312026-04-16

KAPR INNOVATOR ETFS TRUST31.5K shares17.87%2026-03-312026-04-16

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CMG CHIPOTLE MEXICAN GRILL INC34.2K shares-14.56%2026-03-312026-04-16

KJAN INNOVATOR ETFS TRUST27.1K shares18.24%2026-03-312026-04-16

KOCT INNOVATOR ETFS TRUST33.2K shares17.39%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 401.8K shares-5.25%2026-03-312026-04-16

KJUL INNOVATOR ETFS TRUST35.1K shares18.51%2026-03-312026-04-16

XSMO INVESCO EXCHANGE TRADED FD T14.0K sharesnew addition2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC2.3K shares-11.37%2026-03-312026-04-16

OTIS OTIS WORLDWIDE CORP13.9K shares344.86%2026-03-312026-04-16

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LLY ELI LILLY & CO1.1K shares-26.23%2026-03-312026-04-16

GEV GE VERNOVA INC1.1K shares-7.60%2026-03-312026-04-16

RING ISHARES INC12.5K shares0.00%2026-03-312026-04-16

IAPR INNOVATOR ETFS TRUST32.1K shares18.59%2026-03-312026-04-16

ABBV ABBVIE INC4.9K shares-14.80%2026-03-312026-04-16

IOCT INNOVATOR ETFS TRUST28.7K shares18.38%2026-03-312026-04-16

IJUL INNOVATOR ETFS TRUST29.7K shares18.34%2026-03-312026-04-16

IYY ISHARES TR6.2K shares0.03%2026-03-312026-04-16

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IJAN INNOVATOR ETFS TRUST27.6K shares18.60%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC14.2K shares-13.39%2026-03-312026-04-16

FYC FIRST TR EXCHANGE-TRADED ALP9.8K shares-44.22%2026-03-312026-04-16

SLVP ISHARES INC26.5K shares0.00%2026-03-312026-04-16

ALPHABET INC ALPHABET INC3.2K shares-30.05%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO16.9K shares13.69%2026-03-312026-04-16

EQWL INVESCO EXCHANGE TRADED FD T8.4K shares-27.88%2026-03-312026-04-16

VBR VANGUARD INDEX FDS4.4K shares-4.02%2026-03-312026-04-16

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UFEB INNOVATOR ETFS TRUST26.6K shares-3.60%2026-03-312026-04-16

PCAR PACCAR INC7.7K shares8.12%2026-03-312026-04-16

VDC VANGUARD WORLD FD4.3K shares93.84%2026-03-312026-04-16

DTE DTE ENERGY CO6.5K shares-23.16%2026-03-312026-04-16

XLRE SELECT SECTOR SPDR TR22.8K shares3.65%2026-03-312026-04-16

ESG FLEXSHARES TR6.1K shares-2.01%2026-03-312026-04-16

FEMR FIDELITY COVINGTON TRUST26.5K sharesnew addition2026-03-312026-04-16

IGM ISHARES TR7.5K shares-25.78%2026-03-312026-04-16

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SSO PROSHARES TR16.9K shares4.54%2026-03-312026-04-16

AWF ALLIANCEBERNSTEIN GLOBAL HIG92.0K shares-2.56%2026-03-312026-04-16

IVW ISHARES TR7.9K shares-10.18%2026-03-312026-04-16

SNDK SANDISK CORP1.1K shares-11.26%2026-03-312026-04-16

IVE ISHARES TR4.0K shares-9.13%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC18.2K shares-24.37%2026-03-312026-04-16

IYE ISHARES TR14.1K shares0.03%2026-03-312026-04-16

VLO VALERO ENERGY CORP3.6K shares6.42%2026-03-312026-04-16

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PSLV SPROTT ASSET MANAGEMENT LP34.7K shares-10.39%2026-03-312026-04-16

PPA INVESCO EXCHANGE TRADED FD T4.7K shares-25.35%2026-03-312026-04-16

FVD FIRST TR EXCHANGE-TRADED FD17.1K shares-22.23%2026-03-312026-04-16

BUFR FIRST TR EXCHNG TRADED FD VI23.5K shares29.04%2026-03-312026-04-16

SNPS SYNOPSYS INC2.0K shares-13.14%2026-03-312026-04-16

DE DEERE & CO1.3K shares4.88%2026-03-312026-04-16

MO ALTRIA GROUP INC11.5K shares12.31%2026-03-312026-04-16

SPSM SPDR SERIES TRUST14.9K shares28.90%2026-03-312026-04-16

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AIRR FIRST TR EXCHANGE TRADED FD6.3K shares10.40%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP7.6K shares-0.01%2026-03-312026-04-16

INTU INTUIT2.0K shares-13.64%2026-03-312026-04-16

GDMN WISDOMTREE TR6.6K shares-13.64%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS14.2K shares15.88%2026-03-312026-04-16

IGLB ISHARES TR13.8K shares41.37%2026-03-312026-04-16

TMSL T ROWE PRICE ETF INC17.8K sharesnew addition2026-03-312026-04-16

HSY HERSHEY CO3.3K shares4.15%2026-03-312026-04-16

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NANR SPDR INDEX SHS FDS8.2K shares-2.23%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO2.4K shares-2.19%2026-03-312026-04-16

ESGD ISHARES TR6.7K shares2.17%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW8.7K shares-24.29%2026-03-312026-04-16

FAST FASTENAL CO13.5K shares13.16%2026-03-312026-04-16

FNY FIRST TR EXCHANGE-TRADED ALP6.9K shares8.37%2026-03-312026-04-16

AAAU GOLDMAN SACHS PHYSICAL GOLD14.0K shares-30.92%2026-03-312026-04-16

KR KROGER CO9.2K shares6.32%2026-03-312026-04-16

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VIS VANGUARD WORLD FD1.9K shares-8.47%2026-03-312026-04-16

IWM ISHARES TR2.4K shares-32.99%2026-03-312026-04-16

PHYS SPROTT ASSET MANAGEMENT LP17.1K shares41.16%2026-03-312026-04-16

DEO DIAGEO PLC7.9K shares-4.40%2026-03-312026-04-16

SPGI S&P GLOBAL INC1.5K shares-19.19%2026-03-312026-04-16

FIXD FIRST TR EXCHNG TRADED FD VI14.0K shares3.38%2026-03-312026-04-16

FITB FIFTH THIRD BANCORP12.0K shares-0.97%2026-03-312026-04-16

GBIL GOLDMAN SACHS ETF TR6.0K shares-6.44%2026-03-312026-04-16

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BUFZ FIRST TR EXCHNG TRADED FD VI22.2K shares2.79%2026-03-312026-04-16

TJX TJX COS INC NEW3.6K shares-17.67%2026-03-312026-04-16

TOTL SSGA ACTIVE ETF TR14.9K shares-6.49%2026-03-312026-04-16

SDVY FIRST TR EXCHANGE TRADED FD14.0K shares-42.19%2026-03-312026-04-16

IWC ISHARES TR3.4K shares-0.44%2026-03-312026-04-16

GM GENERAL MTRS CO7.3K shares-14.44%2026-03-312026-04-16

ESML ISHARES TR11.3K shares68.50%2026-03-312026-04-16

BUFF INNOVATOR ETFS TRUST10.9K shares-2.90%2026-03-312026-04-16

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TLT ISHARES TR6.4K shares30.29%2026-03-312026-04-16

T AT&T INC20.5K shares-43.61%2026-03-312026-04-16

PRN INVESCO EXCHANGE TRADED FD T2.5K sharesnew addition2026-03-312026-04-16

JULT AIM ETF PRODUCTS TRUST12.0K shares0.00%2026-03-312026-04-16

IXC ISHARES TR9.9K shares0.00%2026-03-312026-04-16

VDE VANGUARD WORLD FD3.3K sharesnew addition2026-03-312026-04-16

USO UNITED STS OIL FD LP4.2K shares0.00%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC3.3K shares8.44%2026-03-312026-04-16

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MPC MARATHON PETE CORP2.4K shares-19.95%2026-03-312026-04-16

PEP PEPSICO INC3.3K shares-41.30%2026-03-312026-04-16

URTY PROSHARES TR8.6K shares3.78%2026-03-312026-04-16

GLW CORNING INC3.1K shares0.99%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS6.2K shares14.15%2026-03-312026-04-16

VGT VANGUARD WORLD FD695 shares-24.70%2026-03-312026-04-16

VNQ VANGUARD INDEX FDS5.5K shares-33.20%2026-03-312026-04-16

FLOT ISHARES TR10.0K shares-14.82%2026-03-312026-04-16

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EOCT INNOVATOR ETFS TRUST15.3K shares17.31%2026-03-312026-04-16

MA MASTERCARD INCORPORATED992 shares-3.03%2026-03-312026-04-16

WAT WATERS CORP1.6K sharesnew addition2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION3.5K shares0.37%2026-03-312026-04-16

EAPR INNOVATOR ETFS TRUST15.7K shares18.33%2026-03-312026-04-16

SBUX STARBUCKS CORP5.1K shares0.00%2026-03-312026-04-16

EJUL INNOVATOR ETFS TRUST16.1K shares17.97%2026-03-312026-04-16

VHT VANGUARD WORLD FD1.7K shares-22.79%2026-03-312026-04-16

Sponsored

ETR ENTERGY CORP NEW4.1K shares2.53%2026-03-312026-04-16

HTD HANCOCK JOHN TAX-ADVANTAGED18.7K shares-1.32%2026-03-312026-04-16

VB VANGUARD INDEX FDS1.8K shares-48.28%2026-03-312026-04-16

EJAN INNOVATOR ETFS TRUST13.8K shares18.62%2026-03-312026-04-16

SHLD GLOBAL X FDS6.4K shares-34.39%2026-03-312026-04-16

EBAY EBAY INC.5.0K shares3.69%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR5.3K shares0.92%2026-03-312026-04-16

IWP ISHARES TR3.6K shares-62.67%2026-03-312026-04-16

Sponsored

HDV ISHARES TR3.4K shares-11.18%2026-03-312026-04-16

QCOM QUALCOMM INC3.6K shares-17.88%2026-03-312026-04-16

MBB ISHARES TR4.8K shares19.00%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC7.7K shares11.10%2026-03-312026-04-16

DES WISDOMTREE TR11.8K shares-20.59%2026-03-312026-04-16

ALNY ALNYLAM PHARMACEUTICALS INC1.4K sharesnew addition2026-03-312026-04-16

FICS FIRST TR EXCHANGE TRADED FD10.7K shares21.36%2026-03-312026-04-16

PSX PHILLIPS 662.7K shares4.53%2026-03-312026-04-16

Sponsored

IEI ISHARES TR3.6K shares0.82%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP1.5K shares-10.91%2026-03-312026-04-16

SIL GLOBAL X FDS4.3K shares-16.51%2026-03-312026-04-16

CGCP CAPITAL GRP FIXED INCM ETF T18.2K shares-2.67%2026-03-312026-04-16

DBC INVESCO DB COMMDY INDX TRCK14.3K shares-0.56%2026-03-312026-04-16

TMFC RBB FD INC5.9K shares39.32%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC1.0K shares-0.67%2026-03-312026-04-16

NVS NOVARTIS AG2.6K shares-4.09%2026-03-312026-04-16

Sponsored

SPMD SPDR SERIES TRUST6.5K shares-3.94%2026-03-312026-04-16

HUBBELL INC HUBBELL INC738 shares1.10%2026-03-312026-04-16

EAGG ISHARES TR8.3K shares1.57%2026-03-312026-04-16

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL785 sharesnew addition2026-03-312026-04-16

EFA ISHARES TR3.8K shares-49.17%2026-03-312026-04-16

SHEL SHELL PLC4.3K shares2.82%2026-03-312026-04-16

INTC INTEL CORP6.3K shares-16.55%2026-03-312026-04-16

IJJ ISHARES TR2.8K shares1.20%2026-03-312026-04-16

Sponsored

CARR CARRIER GLOBAL CORPORATION6.2K shares-4.31%2026-03-312026-04-16

HOOD ROBINHOOD MKTS INC5.4K shares18.98%2026-03-312026-04-16

CVMC MORGAN STANLEY ETF TRUST5.6K sharesnew addition2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC946 shares-1.05%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.0K shares-4.80%2026-03-312026-04-16

QLD PROSHARES TR5.5K sharesnew addition2026-03-312026-04-16

VONG VANGUARD SCOTTSDALE FDS3.2K shares-60.21%2026-03-312026-04-16

GDX VANECK ETF TRUST3.7K shares2.33%2026-03-312026-04-16

Sponsored

TFI SPDR SERIES TRUST8.0K shares-0.34%2026-03-312026-04-16

BUFD FIRST TR EXCHNG TRADED FD VI12.8K sharesnew addition2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN5.8K shares4.56%2026-03-312026-04-16

GSIE GOLDMAN SACHS ETF TR7.9K shares2.25%2026-03-312026-04-16

AUB ATLANTIC UN BANKSHARES CORP9.2K shares0.00%2026-03-312026-04-16

NOW SERVICENOW INC4.0K shares-4.47%2026-03-312026-04-16

FIW FIRST TR EXCHANGE-TRADED FD3.3K shares-56.39%2026-03-312026-04-16

FHLC FIDELITY COVINGTON TRUST4.9K shares-10.42%2026-03-312026-04-16

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GS GOLDMAN SACHS GROUP INC389 shares-19.63%2026-03-312026-04-16

SPDR SERIES TRUST SPDR SERIES TRUST3.6K shares-0.60%2026-03-312026-04-16

SOFI SOFI TECHNOLOGIES INC21.5K shares-1.52%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP503 shares-83.91%2026-03-312026-04-16

NJUL INNOVATOR ETFS TRUST4.7K shares-0.06%2026-03-312026-04-16

FSK FS KKR CAP CORP33.9K shares-46.29%2026-03-312026-04-16

VGK VANGUARD INTL EQUITY INDEX F3.9K shares-20.64%2026-03-312026-04-16

GSAT GLOBALSTAR INC4.6K shares0.00%2026-03-312026-04-16

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MISL FIRST TR EXCHANGE-TRADED FD7.1K shares33.29%2026-03-312026-04-16

HLT HILTON WORLDWIDE HLDGS INC1.0K shares6.63%2026-03-312026-04-16

MMM 3M CO2.2K shares-40.85%2026-03-312026-04-16

ANGL VANECK ETF TRUST11.2K shares-4.85%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR12.4K shares-28.52%2026-03-312026-04-16

GIS GENERAL MILLS INC8.7K shares12.58%2026-03-312026-04-16

STIP ISHARES TR3.1K shares-0.06%2026-03-312026-04-16

JANW AIM ETF PRODUCTS TRUST8.6K sharesnew addition2026-03-312026-04-16

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BOND PIMCO ETF TR3.4K shares3.90%2026-03-312026-04-16

AMP AMERIPRISE FINL INC688 shares-7.28%2026-03-312026-04-16

DGX QUEST DIAGNOSTICS INC1.6K shares15.04%2026-03-312026-04-16

DDOG DATADOG INC2.8K shares18.30%2026-03-312026-04-16

ARLP ALLIANCE RESOURCE PARTNERS L11.5K shares1.98%2026-03-312026-04-16

PFE PFIZER INC11.2K shares-2.83%2026-03-312026-04-16

WELL WELLTOWER INC1.5K shares-6.52%2026-03-312026-04-16

ITOT ISHARES TR2.0K sharesnew addition2026-03-312026-04-16

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LMBS FIRST TR EXCHANGE-TRADED FD6.0K sharesnew addition2026-03-312026-04-16

HWM HOWMET AEROSPACE INC1.2K shares0.60%2026-03-312026-04-16

TROW PRICE T ROWE GROUP INC3.2K shares-16.25%2026-03-312026-04-16

PMBS PIMCO ETF TR6.0K sharesnew addition2026-03-312026-04-16

KLAC KLA CORP172 sharesnew addition2026-03-312026-04-16

DFGX DIMENSIONAL ETF TRUST5.5K shares5.78%2026-03-312026-04-16

IEF ISHARES TR3.0K shares-23.94%2026-03-312026-04-16

SO SOUTHERN CO3.0K shares12.18%2026-03-312026-04-16

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BABA ALIBABA GROUP HLDG LTD2.3K shares-5.49%2026-03-312026-04-16

MTBA SIMPLIFY EXCHANGE TRADED FUN5.7K shares4.50%2026-03-312026-04-16

CB CHUBB LTD SWITZ847 shares-29.06%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.4K shares6.54%2026-03-312026-04-16

WSBC WESBANCO INC7.6K shares0.00%2026-03-312026-04-16

IGE ISHARES TR4.5K shares-6.17%2026-03-312026-04-16

RAVI FLEXSHARES TR3.7K shares-32.24%2026-03-312026-04-16

SHOP SHOPIFY INC2.4K shares-6.37%2026-03-312026-04-16

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XLG INVESCO EXCHANGE TRADED FD T4.8K shares-73.34%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP790 shares5.19%2026-03-312026-04-16

ESGE ISHARES INC5.6K shares-1.26%2026-03-312026-04-16

IHI ISHARES TR5.0K shares-2.93%2026-03-312026-04-16

CION CION INVT CORP36.9K shares-24.35%2026-03-312026-04-16

IJS ISHARES TR2.1K shares-8.18%2026-03-312026-04-16

GEM GOLDMAN SACHS ETF TR5.6K shares-4.55%2026-03-312026-04-16

JMST J P MORGAN EXCHANGE TRADED F5.0K shares-83.77%2026-03-312026-04-16

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EXC EXELON CORP5.1K shares-46.40%2026-03-312026-04-16

OSK OSHKOSH CORP1.6K shares0.06%2026-03-312026-04-16

IGPT INVESCO EXCHANGE TRADED FD T3.9K sharesnew addition2026-03-312026-04-16

MKC MCCORMICK & CO INC4.8K shares0.08%2026-03-312026-04-16

LOW LOWES COS INC1.0K shares-11.15%2026-03-312026-04-16

PAVE GLOBAL X FDS4.5K sharesnew addition2026-03-312026-04-16

LUNR INTUITIVE MACHINES INC11.1K shares0.00%2026-03-312026-04-16

VST VISTRA CORP1.6K shares14.66%2026-03-312026-04-16

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CL COLGATE PALMOLIVE CO2.8K shares-3.89%2026-03-312026-04-16

TDIV FIRST TR EXCHANGE TRADED FD2.5K shares-46.13%2026-03-312026-04-16

MELI MERCADOLIBRE INC134 shares-0.74%2026-03-312026-04-16

SCHH SCHWAB STRATEGIC TR10.6K shares-5.74%2026-03-312026-04-16

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC933 shares-2.10%2026-03-312026-04-16

VTEC VANGUARD CALIF TAX FREE FDS2.4K shares-3.08%2026-03-312026-04-16

NMAR INNOVATOR ETFS TRUST7.7K sharesnew addition2026-03-312026-04-16

SPHQ INVESCO EXCHANGE TRADED FD T2.9K shares-22.15%2026-03-312026-04-16

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DHS WISDOMTREE TR2.1K shares0.00%2026-03-312026-04-16

NKE NIKE INC5.2K shares-5.05%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-16

OXY OCCIDENTAL PETE CORP3.9K sharesnew addition2026-03-312026-04-16

NOBL PROSHARES TR2.1K shares-45.59%2026-03-312026-04-16

GSEU GOLDMAN SACHS ETF TR4.7K shares3.55%2026-03-312026-04-16

NEE NEXTERA ENERGY INC2.4K shares-48.35%2026-03-312026-04-16

IWY ISHARES TR861 shares-75.36%2026-03-312026-04-16

Sponsored

VT VANGUARD INTL EQUITY INDEX F1.5K shares-13.43%2026-03-312026-04-16

ARKQ ARK ETF TR1.9K sharesnew addition2026-03-312026-04-16

VOOV VANGUARD ADMIRAL FDS INC1.0K shares0.00%2026-03-312026-04-16

TKO TKO GROUP HOLDINGS INC1.1K shares-1.65%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC488 sharesnew addition2026-03-312026-04-16

VGLT VANGUARD SCOTTSDALE FDS3.7K shares-1.47%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.5K sharesnew addition2026-03-312026-04-16

SHV ISHARES TR1.9K shares-23.66%2026-03-312026-04-16

Sponsored

SPHY SPDR SERIES TRUST8.6K shares0.75%2026-03-312026-04-16

GCOR GOLDMAN SACHS ETF TR4.9K sharesnew addition2026-03-312026-04-16

FTC FIRST TR EXCHANGE-TRADED ALP1.2K shares-49.57%2026-03-312026-04-16

BITO PROSHARES TR19.5K shares7.42%2026-03-312026-04-16

BBDC BARINGS BDC INC14.7K shares-23.47%2026-03-312026-04-16

ARRY ARRAY TECHNOLOGIES INC13.5K shares0.00%2026-03-312026-04-16

CNVS CINEVERSE CORP20.0K shares0.00%2026-03-312026-04-16

FKWL FRANKLIN WIRELESS CORP10.6K shares-21.17%2026-03-312026-04-16

Sponsored

PLCE CHILDRENS PL INC NEW10.0K shares0.00%2026-03-312026-04-16

BZFD BUZZFEED INC56.8K shares0.00%2026-03-312026-04-16

DDD 3D SYS CORP DEL17.3K shares0.00%2026-03-312026-04-16

NAK NORTHERN DYNASTY MINERALS LT19.0K shares0.00%2026-03-312026-04-16

CRON CRONOS GROUP INC12.0K shares0.00%2026-03-312026-04-16

EHTH EHEALTH INC18.9K sharesnew addition2026-03-312026-04-16

GETY GETTY IMAGES HOLDINGS INC26.1K shares0.00%2026-03-312026-04-16

FARM FARMER BROS CO15.0K shares-37.39%2026-03-312026-04-16

Sponsored

AFRIW FORAFRIC GLOBAL PLC13.4K shares-4.30%2026-03-312026-04-16

BZFDW BUZZFEED INC285.3K shares0.00%2026-03-312026-04-16

SPYG

SPDR SERIES TRUST

8.28%

Shares1.1M

Event2026-03-31

Filed2026-04-16

SPYV

SPDR SERIES TRUST

5.12%

Shares1.5M

Event2026-03-31

Filed2026-04-16

VIG

VANGUARD SPECIALIZED FUNDS

62.65%

Shares226.5K

Event2026-03-31

Filed2026-04-16

DFAE

DIMENSIONAL ETF TRUST

3.72%

Shares1.4M

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

1.08%

Shares664.6K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

2.77%

Shares143.2K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

12.88%

Shares295.6K

Event2026-03-31

Filed2026-04-16

XLK

SELECT SECTOR SPDR TR

2.10%

Shares229.4K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

-7.46%

Shares176.4K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

10.36%

Shares644.4K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

4.67%

Shares289.5K

Event2026-03-31

Filed2026-04-16

IDEV

ISHARES TR

4.51%

Shares313.2K

Event2026-03-31

Filed2026-04-16

JCPB

J P MORGAN EXCHANGE TRADED F

12.16%

Shares505.2K

Event2026-03-31

Filed2026-04-16

BIL

SPDR SERIES TRUST

59.22%

Shares249.4K

Event2026-03-31

Filed2026-04-16

IUSG

ISHARES TR

8.27%

Shares119.6K

Event2026-03-31

Filed2026-04-16

PYLD

PIMCO ETF TR

-6.88%

Shares657.4K

Event2026-03-31

Filed2026-04-16

IEFA

ISHARES TR

25.17%

Shares163.4K

Event2026-03-31

Filed2026-04-16

CGGR

CAPITAL GROUP GROWTH ETF

17.90%

Shares353.3K

Event2026-03-31

Filed2026-04-16

XLV

SELECT SECTOR SPDR TR

59.73%

Shares96.1K

Event2026-03-31

Filed2026-04-16

CGDV

CAPITAL GROUP DIVIDEND VALUE

20.31%

Shares318.6K

Event2026-03-31

Filed2026-04-16

ITA

ISHARES TR

6.28%

Shares61.1K

Event2026-03-31

Filed2026-04-16

USMV

ISHARES TR

-17.21%

Shares150.5K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

-0.19%

Shares178.6K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

-36.01%

Shares27.5K

Event2026-03-31

Filed2026-04-16

TFLO

ISHARES TR

0.66%

Shares247.4K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

-10.49%

Shares33.2K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

-5.94%

Shares17.9K

Event2026-03-31

Filed2026-04-16

SGOV

ISHARES TR

52.51%

Shares118.9K

Event2026-03-31

Filed2026-04-16

XLI

SELECT SECTOR SPDR TR

0.17%

Shares67.1K

Event2026-03-31

Filed2026-04-16

LGLV

SPDR SERIES TRUST

-23.85%

Shares61.0K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-27.94%

Shares53.8K

Event2026-03-31

Filed2026-04-16

HOLA

J P MORGAN EXCHANGE TRADED F

-13.23%

Shares185.8K

Event2026-03-31

Filed2026-04-16

CGBL

CAPITAL GROUP CORE BALANCED

19.98%

Shares278.5K

Event2026-03-31

Filed2026-04-16

XLP

SELECT SECTOR SPDR TR

71.75%

Shares117.5K

Event2026-03-31

Filed2026-04-16

JMUB

J P MORGAN EXCHANGE TRADED F

19.28%

Shares190.8K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

18.95%

Shares85.6K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

0.75%

Shares27.2K

Event2026-03-31

Filed2026-04-16

JPIE

J P MORGAN EXCHANGE TRADED F

9.76%

Shares189.9K

Event2026-03-31

Filed2026-04-16

CGUS

CAPITAL GROUP CORE EQUITY ET

20.49%

Shares215.8K

Event2026-03-31

Filed2026-04-16

XLF

SELECT SECTOR SPDR TR

-39.50%

Shares165.8K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

-9.46%

Shares22.8K

Event2026-03-31

Filed2026-04-16

XLY

SELECT SECTOR SPDR TR

8.43%

Shares71.8K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

-4.88%

Shares25.2K

Event2026-03-31

Filed2026-04-16

XLU

SELECT SECTOR SPDR TR

119.13%

Shares168.6K

Event2026-03-31

Filed2026-04-16

XLC

SELECT SECTOR SPDR TR

-46.37%

Shares69.1K

Event2026-03-31

Filed2026-04-16

LVHI

LEGG MASON ETF INVT

2373.69%

Shares181.9K

Event2026-03-31

Filed2026-04-16

USFR

WISDOMTREE TR

19.14%

Shares144.1K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-21.79%

Shares45.1K

Event2026-03-31

Filed2026-04-16

SPEM

SPDR INDEX SHS FDS

4.17%

Shares140.5K

Event2026-03-31

Filed2026-04-16