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The Analysis of Gallagher Fiduciary Advisors, LLC's Holdings & P&L

Currently, Gallagher Fiduciary Advisors, LLC holds 340 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in LQD (+32.3M shares, valued at $14.3M), KORP (+66.3K shares, valued at $3.1M), SCHB (+66.6M shares, valued at $2.7M); decreased their positions in MCD (-100.2K shares, valued at $31.2M), PCG (-919.8K shares, valued at $16.2M), DAL (-202.2K shares, valued at $13.4M); initiated new positions in FFEB (+15.9K shares, valued at $888.7K), FJAN (+16.5K shares, valued at $832.9K), FMAR (+16.1K shares, valued at $781.3K).

1M P&L

+3.4B+3.79%

3M P&L

+5.0B+5.73%

HY P&L

+6.3B+7.34%

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

1Restaurants1.3B

52.5%

2N/A375.2M

14.6%

3Utilities - Regulated Electric328.7M

12.8%

Top Industries by Stock Count

1N/A137 stocks

43.8%

2Banks - Regional16 stocks

5.1%

3Utilities - Regulated Electric7 stocks

2.2%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MCD MCDONALDS CORP4.3M shares-2.26%2026-03-312026-05-15

PCG PG&E CORP18.5M shares-4.73%2026-03-312026-05-15

DAL DELTA AIR LINES INC3.8M shares-5.00%2026-03-312026-05-15

CBRE CBRE GROUP INC883.9K shares-1.20%2026-03-312026-05-15

BEN FRANKLIN RESOURCES INC1.4M shares-1.12%2026-03-312026-05-15

KORP AMERICAN CENTY ETF TR700.6K shares10.46%2026-03-312026-05-15

IEFA ISHARES TR219.3K shares6.41%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR172.2K shares-10.74%2026-03-312026-05-15

Sponsored

IEMG ISHARES INC264.5K shares-2.70%2026-03-312026-05-15

VBK VANGUARD INDEX FDS60.5K shares6.14%2026-03-312026-05-15

ISCG ISHARES TR325.5K shares6.00%2026-03-312026-05-15

VBR VANGUARD INDEX FDS76.3K shares-10.18%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR194.6K shares12.01%2026-03-312026-05-15

VIOV VANGUARD ADMIRAL FDS INC144.7K shares-15.59%2026-03-312026-05-15

LQD ISHARES TR32.6M shares11195.58%2026-03-312026-05-15

VTV VANGUARD INDEX FDS67.5K shares11.65%2026-03-312026-05-15

Sponsored

DGRO ISHARES TR157.9K shares11.63%2026-03-312026-05-15

IUSG ISHARES TR64.0K shares11.01%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD117.5K shares-1.18%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD202.0K shares-1.35%2026-03-312026-05-15

VUG VANGUARD INDEX FDS17.5K shares1.29%2026-03-312026-05-15

IUSV ISHARES TR71.3K shares14.47%2026-03-312026-05-15

HDV ISHARES TR48.0K shares10.34%2026-03-312026-05-15

ZALT INNOVATOR ETFS TRUST181.1K shares5.53%2026-03-312026-05-15

Sponsored

SHYG ISHARES TR127.3K shares-3.42%2026-03-312026-05-15

CLF CLEVELAND-CLIFFS INC NEW607.3K shares-8.65%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI149.5K shares2.11%2026-03-312026-05-15

MTUM ISHARES TR20.2K shares27.94%2026-03-312026-05-15

IVV ISHARES TR6.8K shares7.76%2026-03-312026-05-15

AAPL APPLE INC17.5K shares-1.26%2026-03-312026-05-15

BUFQ FIRST TR EXCHNG TRADED FD VI125.3K shares3.05%2026-03-312026-05-15

PALC PACER FDS TR83.6K shares34.31%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR40.7K shares3.38%2026-03-312026-05-15

XOM EXXON MOBIL CORP20.5K shares-1.75%2026-03-312026-05-15

NVDA NVIDIA CORPORATION19.3K shares-2.44%2026-03-312026-05-15

SHY ISHARES TR40.2K shares-1.95%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T60.4K shares2.88%2026-03-312026-05-15

SOXX ISHARES TR9.3K shares-9.49%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR69.2M shares2535.08%2026-03-312026-05-15

FIW FIRST TR EXCHANGE-TRADED FD26.6K shares5.60%2026-03-312026-05-15

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AIRR FIRST TR EXCHANGE TRADED FD22.3K shares-8.44%2026-03-312026-05-15

FESM FIDELITY COVINGTON TRUST63.8K shares10.58%2026-03-312026-05-15

MMM 3M CO16.7K shares0.43%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.3K shares21.07%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO6.7K shares-1.03%2026-03-312026-05-15

VTI VANGUARD INDEX FDS153.1M shares31676.69%2026-03-312026-05-15

AMZN AMAZON COM INC9.2K shares-2.76%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI72.1K shares-0.17%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP5.0K shares5.34%2026-03-312026-05-15

BALT INNOVATOR ETFS TRUST50.5K shares7.96%2026-03-312026-05-15

CVX CHEVRON CORPORATION8.0K shares-4.64%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.6K shares-0.15%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR11.6K shares30.84%2026-03-312026-05-15

TSLA TESLA INC4.1K shares0.72%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.9K shares0.61%2026-03-312026-05-15

XEL XCEL ENERGY INC18.0K shares0.04%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC28.1K shares4.81%2026-03-312026-05-15

JUNM FIRST TR EXCHNG TRADED FD VI41.1K shares3.14%2026-03-312026-05-15

FOCT FIRST TR EXCHNG TRADED FD VI27.1K shares-5.15%2026-03-312026-05-15

IGLB ISHARES TR63.2M shares4898.82%2026-03-312026-05-15

PG PROCTER & GAMBLE CO8.8K shares0.93%2026-03-312026-05-15

WMT WALMART INC10.2K shares0.68%2026-03-312026-05-15

QGRO AMERICAN CENTY ETF TR11.8K shares16.16%2026-03-312026-05-15

ABBV ABBVIE INC5.6K shares1.02%2026-03-312026-05-15

Sponsored

KO COCA COLA CO15.4K shares-5.24%2026-03-312026-05-15

TMHC TAYLOR MORRISON HOME CORP19.3K shares-6.75%2026-03-312026-05-15

IVW ISHARES TR9.8K shares4.04%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC3.3K shares-0.27%2026-03-312026-05-15

SPYM SPDR SERIES TRUST14.4K shares18.50%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS4.4K shares1.32%2026-03-312026-05-15

SCHM SCHWAB STRATEGIC TR32.7K shares3.33%2026-03-312026-05-15

IUSB ISHARES TR3.4M shares3490.92%2026-03-312026-05-15

Sponsored

DYNF BLACKROCK ETF TRUST17.3K shares-14.90%2026-03-312026-05-15

NPO ENPRO INC3.9K shares-9.08%2026-03-312026-05-15

T AT&T INC33.6K shares4.15%2026-03-312026-05-15

KRG KITE REALTY GROUP TRUST39.6K shares-10.06%2026-03-312026-05-15

CMC COMMERCIAL METALS CO15.8K shares-8.21%2026-03-312026-05-15

IVE ISHARES TR4.6K shares-8.30%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR11.3K shares12.68%2026-03-312026-05-15

FNOV FIRST TR EXCHNG TRADED FD VI17.5K shares-6.56%2026-03-312026-05-15

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T12.2K shares13.97%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II3.8K shares14.82%2026-03-312026-05-15

FDEC FIRST TR EXCHNG TRADED FD VI18.0K shares-6.99%2026-03-312026-05-15

FFEB FIRST TR EXCHNG TRADED FD VI15.9K sharesnew addition2026-03-312026-05-15

IWN ISHARES TR4.6K shares-31.66%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.0K shares-1.47%2026-03-312026-05-15

META META PLATFORMS INC1.5K shares0.66%2026-03-312026-05-15

KW KENNEDY-WILSON HOLDINGS INC80.1K shares-9.92%2026-03-312026-05-15

Sponsored

AROW ARROW FINL CORP25.7K shares-9.59%2026-03-312026-05-15

UNF UNIFIRST CORP MASS3.4K shares-8.51%2026-03-312026-05-15

GLNG GOLAR LNG LTD15.6K shares-9.39%2026-03-312026-05-15

JXN JACKSON FINANCIAL INC8.0K shares-9.32%2026-03-312026-05-15

PRK PARK NATL CORP5.1K shares-9.92%2026-03-312026-05-15

UMBF UMB FINL CORP7.4K shares-9.21%2026-03-312026-05-15

FJAN FIRST TR EXCHNG TRADED FD VI16.5K sharesnew addition2026-03-312026-05-15

SANM SANMINA CORP6.4K shares-33.35%2026-03-312026-05-15

Sponsored

FDVV FIDELITY COVINGTON TRUST15.0K shares0.80%2026-03-312026-05-15

CSCO CISCO SYS INC10.7K shares1.16%2026-03-312026-05-15

VCLT VANGUARD SCOTTSDALE FDS61.5M shares7174.54%2026-03-312026-05-15

EFV ISHARES TR11.0K shares-19.54%2026-03-312026-05-15

FSEP FIRST TR EXCHNG TRADED FD VI16.3K shares-7.54%2026-03-312026-05-15

PFE PFIZER INC28.9K shares-11.34%2026-03-312026-05-15

TRS TRIMAS CORP21.9K shares-8.95%2026-03-312026-05-15

WELL WELLTOWER INC4.0K shares-39.13%2026-03-312026-05-15

Sponsored

FMAR FIRST TR EXCHNG TRADED FD VI16.1K sharesnew addition2026-03-312026-05-15

BANF BANCFIRST CORP7.2K shares-6.66%2026-03-312026-05-15

CYTK CYTOKINETICS INC11.6K shares-10.76%2026-03-312026-05-15

VLY VALLEY NATL BANCORP61.1K shares-9.65%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR2.0M shares3456.18%2026-03-312026-05-15

IRT INDEPENDENCE RLTY TR INC49.0K shares-8.92%2026-03-312026-05-15

DAN DANA INC21.4K shares-10.36%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC6.0K shares-19.04%2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS12.1M shares5715.68%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.5K shares1.02%2026-03-312026-05-15

ECL ECOLAB INC2.6K shares-0.27%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F10.6K shares6.90%2026-03-312026-05-15

ITOT ISHARES TR4.7K shares-4.60%2026-03-312026-05-15

GATX GATX CORP3.9K shares-9.34%2026-03-312026-05-15

UBSI UNITED BANKSHARES INC WEST V15.7K shares-9.71%2026-03-312026-05-15

JAJL INNOVATOR ETFS TRUST22.2K shares29.97%2026-03-312026-05-15

Sponsored

CBU COMMUNITY FINANCIAL SYSTEM I10.9K shares-9.53%2026-03-312026-05-15

MS MORGAN STANLEY3.9K shares2.15%2026-03-312026-05-15

TPH TRI POINTE HOMES INC13.7K shares-9.00%2026-03-312026-05-15

EBC EASTERN BANKSHARES INC32.6K shares-9.18%2026-03-312026-05-15

BAC BANK AMERICA CORP13.0K shares1.11%2026-03-312026-05-15

GBCI GLACIER BANCORP INC NEW14.0K shares-7.39%2026-03-312026-05-15

DCI DONALDSON INC7.4K shares-4.08%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC3.8K shares1.67%2026-03-312026-05-15

Sponsored

SCHF SCHWAB STRATEGIC TR25.2K shares-3.42%2026-03-312026-05-15

QUAL ISHARES TR2.6M shares15775.07%2026-03-312026-05-15

DTE DTE ENERGY CO4.2K shares1.46%2026-03-312026-05-15

SBRA SABRA HEALTH CARE REIT INC31.5K shares-9.76%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR20.7K shares-2.97%2026-03-312026-05-15

GAPR FIRST TR EXCHNG TRADED FD VI14.7K shares-3.26%2026-03-312026-05-15

OGS ONE GAS INC6.8K shares-9.40%2026-03-312026-05-15

TMP TOMPKINS FINL CORP7.5K shares-9.29%2026-03-312026-05-15

Sponsored

ES EVERSOURCE ENERGY8.4K shares1.35%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR22.4K shares4.12%2026-03-312026-05-15

FEBM FIRST TR EXCHNG TRADED FD VI18.9K shares105.15%2026-03-312026-05-15

JIRE J P MORGAN EXCHANGE TRADED F7.5K shares11.30%2026-03-312026-05-15

YLD PRINCIPAL EXCHANGE TRADED FD29.7K shares12.95%2026-03-312026-05-15

PYLD PIMCO ETF TR21.3K shares13.22%2026-03-312026-05-15

UCTT ULTRA CLEAN HLDGS INC8.9K shares-44.26%2026-03-312026-05-15

GJUN FIRST TR EXCHNG TRADED FD VI14.0K shares4.13%2026-03-312026-05-15

Sponsored

SPHY SPDR SERIES TRUST23.5K shares-2.18%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP3.0K shares1.58%2026-03-312026-05-15

SATS ECHOSTAR CORP4.6K sharesnew addition2026-03-312026-05-15

GMAR FIRST TR EXCHNG TRADED FD VI12.9K shares-0.60%2026-03-312026-05-15

ABT ABBOTT LABORATORIES5.1K shares1.57%2026-03-312026-05-15

USB US BANCORP10.1K shares-0.11%2026-03-312026-05-15

WFC WELLS FARGO & CO6.6K shares-12.27%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP8.3K shares5.22%2026-03-312026-05-15

Sponsored

ANGO ANGIODYNAMICS INC45.8K shares2.08%2026-03-312026-05-15

NOVM FIRST TR EXCHNG TRADED FD VI15.9K shares0.00%2026-03-312026-05-15

PLD PROLOGIS INC.3.9K shares1.58%2026-03-312026-05-15

AGG ISHARES TR1.4M shares7187.41%2026-03-312026-05-15

CHIMERA INVT CORP CHIMERA INVT CORP41.3K shares-8.76%2026-03-312026-05-15

MARM FIRST TR EXCHNG TRADED FD VI15.3K shares67.63%2026-03-312026-05-15

HON HONEYWELL INTL INC2.2K shares0.09%2026-03-312026-05-15

STERIS PLC STERIS PLC2.3K shares0.84%2026-03-312026-05-15

Sponsored

PEP PEPSICO INC3.2K shares-7.53%2026-03-312026-05-15

SWX SOUTHWEST GAS HLDGS INC5.7K shares-9.14%2026-03-312026-05-15

RUSHA RUSH ENTERPRISES INC7.5K shares-8.93%2026-03-312026-05-15

GNOV FIRST TR EXCHNG TRADED FD VI12.8K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR10.0K shares66.51%2026-03-312026-05-15

SHEL SHELL PLC5.3K shares-16.17%2026-03-312026-05-15

GSEP FIRST TR EXCHNG TRADED FD VI12.8K shares-0.20%2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW18.6K shares0.84%2026-03-312026-05-15

Sponsored

SPYV SPDR SERIES TRUST8.6K shares-18.28%2026-03-312026-05-15

BAI BLACKROCK ETF TRUST14.7K shares2.80%2026-03-312026-05-15

EMR EMERSON ELEC CO3.7K shares2.06%2026-03-312026-05-15

PRU PRUDENTIAL FINL INC4.9K shares0.66%2026-03-312026-05-15

MCK MCKESSON CORP549 shares8.93%2026-03-312026-05-15

APOC INNOVATOR ETFS TRUST18.6K shares0.00%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST12.9K shares2.48%2026-03-312026-05-15

CVS CVS HEALTH CORP6.5K shares-13.69%2026-03-312026-05-15

Sponsored

GJAN FIRST TR EXCHNG TRADED FD VI11.2K shares47.52%2026-03-312026-05-15

AME AMETEK INC2.2K shares1.78%2026-03-312026-05-15

TTMI TTM TECHNOLOGIES INC4.7K sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS3.5K shares2.13%2026-03-312026-05-15

GPI GROUP 1 AUTOMOTIVE INC1.4K shares-4.69%2026-03-312026-05-15

AGGY WISDOMTREE TR10.3K shares13.07%2026-03-312026-05-15

EIX EDISON INTL6.1K shares-12.61%2026-03-312026-05-15

DIS DISNEY WALT CO4.6K shares1.98%2026-03-312026-05-15

Sponsored

FTI TECHNIPFMC PLC6.4K shares-0.11%2026-03-312026-05-15

HTO H2O AMERICA7.5K shares-9.22%2026-03-312026-05-15

CRC CALIFORNIA RES CORP6.3K shares0.84%2026-03-312026-05-15

SPGI S&P GLOBAL INC1.0K shares0.58%2026-03-312026-05-15

LINDE PLC LINDE PLC878 shares18.65%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.5K shares0.93%2026-03-312026-05-15

VSH VISHAY INTERTECHNOLOGY INC23.8K shares-6.04%2026-03-312026-05-15

EFG ISHARES TR3.8K sharesnew addition2026-03-312026-05-15

Sponsored

TLT ISHARES TR4.9K shares64.56%2026-03-312026-05-15

KOS KOSMOS ENERGY LTD150.4K shares-24.31%2026-03-312026-05-15

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.8K shares1.25%2026-03-312026-05-15

TGT TARGET CORP3.4K shares-20.00%2026-03-312026-05-15

OKE ONEOK INC NEW4.5K shares-15.82%2026-03-312026-05-15

INTC INTEL CORP9.3K shares-1.49%2026-03-312026-05-15

NATIONAL GRID PLC NATIONAL GRID PLC4.8K shares-18.78%2026-03-312026-05-15

PUTNAM ETF TRUST PUTNAM ETF TRUST46.3K shares-50.85%2026-03-312026-05-15

Sponsored

IWO ISHARES TR1.3K shares-7.42%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.4K shares8.30%2026-03-312026-05-15

SON SONOCO PRODS CO7.3K shares-8.86%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC4.0K shares-23.30%2026-03-312026-05-15

HL HECLA MINING COMPANY21.3K sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.9K shares2.43%2026-03-312026-05-15

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW3.7K shares-10.23%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS4.7K shares12.55%2026-03-312026-05-15

Sponsored

AVO MISSION PRODUCE INC28.4K shares-8.17%2026-03-312026-05-15

FNDE SCHWAB STRATEGIC TR10.2K shares12.74%2026-03-312026-05-15

AVNT AVIENT CORPORATION10.7K shares-4.41%2026-03-312026-05-15

AES AES CORP27.5K shares-19.45%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC6.4K shares-26.18%2026-03-312026-05-15

WTFC WINTRUST FINL CORP2.8K shares2.25%2026-03-312026-05-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.9K shares0.91%2026-03-312026-05-15

SPG SIMON PPTY GROUP INC NEW2.1K shares-12.24%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC539 shares-16.17%2026-03-312026-05-15

KBH KB HOME7.4K shares-8.85%2026-03-312026-05-15

AEO AMERICAN EAGLE OUTFITTERS IN22.8K shares-9.08%2026-03-312026-05-15

MFC MANULIFE FINL CORP11.0K shares-16.35%2026-03-312026-05-15

ABG ASBURY AUTOMOTIVE GROUP INC1.9K shares-11.60%2026-03-312026-05-15

PTEN PATTERSON-UTI ENERGY INC34.9K shares53.92%2026-03-312026-05-15

AGIO AGIOS PHARMACEUTICALS INC11.1K shares-1.49%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC1.9K sharesnew addition2026-03-312026-05-15

Sponsored

MTH MERITAGE HOMES CORP6.0K shares-8.82%2026-03-312026-05-15

PRAA PRA GROUP INC21.3K shares-24.41%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP1.4K shares16.67%2026-03-312026-05-15

ADC AGREE RLTY CORP5.0K shares-8.98%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR647 shares3.52%2026-03-312026-05-15

STAG STAG INDUSTRIAL INC10.3K shares-11.85%2026-03-312026-05-15

GFEB FIRST TR EXCHNG TRADED FD VI9.0K shares22.31%2026-03-312026-05-15

DAKT DAKTRONICS INC18.9K shares-7.36%2026-03-312026-05-15

Sponsored

UGI UGI CORP NEW10.1K shares-19.19%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC1.7K shares1.29%2026-03-312026-05-15

WERN WERNER ENTERPRISES INC12.3K shares-8.06%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T15.6M shares72887.09%2026-03-312026-05-15

DES WISDOMTREE TR10.0K shares0.28%2026-03-312026-05-15

ORCL ORACLE CORP2.4K shares17.47%2026-03-312026-05-15

GPC GENUINE PARTS CO3.4K shares3.89%2026-03-312026-05-15

HP HELMERICH & PAYNE INC9.8K shares-6.52%2026-03-312026-05-15

Sponsored

COLB COLUMBIA BKG SYS INC12.8K shares-20.09%2026-03-312026-05-15

AMRC AMERESCO INC13.8K shares74.58%2026-03-312026-05-15

FNF FIDELITY NATL FINL INC7.6K shares3.40%2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL591 shares3.14%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR2.4K shares48.94%2026-03-312026-05-15

FAST FASTENAL CO7.5K shares0.52%2026-03-312026-05-15

TFC TRUIST FINL CORP7.5K shares-16.71%2026-03-312026-05-15

CMCSA COMCAST CORP NEW12.1K shares10.67%2026-03-312026-05-15

Sponsored

OMC OMNICOM GROUP INC4.6K shares-12.69%2026-03-312026-05-15

SJM SMUCKER J M CO3.6K shares-4.00%2026-03-312026-05-15

MAS MASCO CORP5.7K shares1.43%2026-03-312026-05-15

GLD SPDR GOLD TR788 shares1.55%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST8.2K sharesnew addition2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR3.0K shares50.00%2026-03-312026-05-15

NXST NEXSTAR MEDIA GROUP INC1.9K shares-18.89%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION5.9K shares3.69%2026-03-312026-05-15

Sponsored

GMAY FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2026-03-312026-05-15

MTN VAIL RESORTS INC2.6K shares0.04%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR3.0K shares59.14%2026-03-312026-05-15

BDN BRANDYWINE RLTY TR121.1K shares-0.83%2026-03-312026-05-15

LUMN LUMEN TECHNOLOGIES INC46.0K shares-32.47%2026-03-312026-05-15

PRAXIS PRECISION MEDICINES I PRAXIS PRECISION MEDICINES I990 sharesnew addition2026-03-312026-05-15

SIG SIGNET JEWELERS LIMITED3.7K shares-8.15%2026-03-312026-05-15

CUZ COUSINS PPTYS INC13.9K shares4.73%2026-03-312026-05-15

Sponsored

VYM VANGUARD WHITEHALL FDS8.8M shares14228.96%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR1.9K shares45.63%2026-03-312026-05-15

ZD ZIFF DAVIS INC7.3K shares-4.76%2026-03-312026-05-15

DIGITALBRIDGE GROUP INC DIGITALBRIDGE GROUP INC19.7K shares-7.60%2026-03-312026-05-15

PBF PBF ENERGY INC6.4K sharesnew addition2026-03-312026-05-15

GTN GRAY MEDIA INC69.4K shares-20.29%2026-03-312026-05-15

INVH INVITATION HOMES INC12.0K shares5.93%2026-03-312026-05-15

IWR ISHARES TR3.0K shares-16.37%2026-03-312026-05-15

Sponsored

COEUR MNG INC COEUR MNG INC15.5K sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP3.1K shares0.32%2026-03-312026-05-15

KKR & CO INC KKR & CO INC3.1K shares0.13%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS3.9K shares-91.19%2026-03-312026-05-15

CGSD CAPITAL GRP FIXED INCM ETF T11.2K sharesnew addition2026-03-312026-05-15

HAL HALLIBURTON CO7.3K shares-0.83%2026-03-312026-05-15

APG API GROUP CORP7.0K shares-0.11%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.0K shares-25.26%2026-03-312026-05-15

Sponsored

RIOT RIOT PLATFORMS INC22.0K shares71.18%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.0K shares0.44%2026-03-312026-05-15

DE DEERE & CO472 shares4.89%2026-03-312026-05-15

NFLX NETFLIX INC.2.7K shares-7.42%2026-03-312026-05-15

BRSP BRIGHTSPIRE CAPITAL INC46.2K shares-10.87%2026-03-312026-05-15

BA BOEING CO1.3K shares2.01%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC4.3K shares0.78%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR2.8K shares2.20%2026-03-312026-05-15

Sponsored

CELESTICA INC CELESTICA INC883 shares4.87%2026-03-312026-05-15

DHR DANAHER CORP DEL1.3K shares7.21%2026-03-312026-05-15

IJS ISHARES TR2.1K shares0.20%2026-03-312026-05-15

CORO BLACKROCK ETF TRUST7.5K sharesnew addition2026-03-312026-05-15

ACWX ISHARES TR3.5K sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO798 shares1.01%2026-03-312026-05-15

FICO FAIR ISAAC CORP225 shares0.00%2026-03-312026-05-15

DDFL INNOVATOR ETFS TRUST11.7K shares0.00%2026-03-312026-05-15

Sponsored

NOBL PROSHARES TR2.3K shares0.00%2026-03-312026-05-15

FEBW AIM ETF PRODUCTS TRUST7.1K shares0.00%2026-03-312026-05-15

UAUG INNOVATOR ETFS TRUST6.0K shares0.00%2026-03-312026-05-15

IJR ISHARES TR1.9K shares1.85%2026-03-312026-05-15

WD WALKER & DUNLOP INC5.2K shares-7.37%2026-03-312026-05-15

SEPM FIRST TR EXCHNG TRADED FD VI7.3K shares-8.73%2026-03-312026-05-15

ARCC ARES CAPITAL CORP12.7K shares2.71%2026-03-312026-05-15

GDEC FIRST TR EXCHNG TRADED FD VI6.1K shares-75.38%2026-03-312026-05-15

Sponsored

MQ MARQETA INC55.3K shares-9.22%2026-03-312026-05-15

OCTM FIRST TR EXCHNG TRADED FD VI6.9K shares0.00%2026-03-312026-05-15

BUNGE GLOBAL SA BUNGE GLOBAL SA1.8K sharesnew addition2026-03-312026-05-15

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K sharesnew addition2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP2.7K shares0.99%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III3.9M shares1723.65%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD4.7K shares0.02%2026-03-312026-05-15

VSAT VIASAT INC4.8K sharesnew addition2026-03-312026-05-15

Sponsored

IDEF BLACKROCK ETF TRUST6.7K sharesnew addition2026-03-312026-05-15

NEOG NEOGEN CORP23.4K shares-4.88%2026-03-312026-05-15

BXC BLUELINX HLDGS INC4.0K sharesnew addition2026-03-312026-05-15

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC3.0K shares0.43%2026-03-312026-05-15

IDV ISHARES TR9.1M shares3939.58%2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC2.3K shares-1.34%2026-03-312026-05-15

BROADCOM INC BROADCOM INC683 shares6.89%2026-03-312026-05-15

XLP SELECT SECTOR SPDR TR2.5K sharesnew addition2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC607 sharesnew addition2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD1.6K shares0.00%2026-03-312026-05-15

ZJUN INNOVATOR ETFS TRUST7.6K shares0.00%2026-03-312026-05-15

DECM FIRST TR EXCHNG TRADED FD VI6.2K shares-9.38%2026-03-312026-05-15

GT GOODYEAR TIRE & RUBR CO28.4K shares-2.79%2026-03-312026-05-15

NTLA INTELLIA THERAPEUTICS INC11.7K sharesnew addition2026-03-312026-05-15

VNQ VANGUARD INDEX FDS6.1M shares8501.99%2026-03-312026-05-15

CORP PIMCO ETF TR14.0M shares9580.00%2026-03-312026-05-15

Sponsored

VGIT VANGUARD SCOTTSDALE FDS6.4M shares5816.95%2026-03-312026-05-15

IXUS ISHARES TR7.2M shares10169.44%2026-03-312026-05-15

CMTG CLAROS MTG TR INC34.9K shares-2.06%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F3.2M shares5092.47%2026-03-312026-05-15

IFGL ISHARES TR1.3M shares2252.27%2026-03-312026-05-15

PTON PELOTON INTERACTIVE INC11.9K sharesnew addition2026-03-312026-05-15

EMB ISHARES TR2.9M shares9567.52%2026-03-312026-05-15

SPDR SERIES TRUST SPDR SERIES TRUST3.0M shares9822.45%2026-03-312026-05-15

Sponsored

EUSA ISHARES INC308.1K shares9452.06%2026-03-312026-05-15

IYR ISHARES TR1.7M shares9356.00%2026-03-312026-05-15

SHV ISHARES TR479.2K shares10928.95%2026-03-312026-05-15

IWV ISHARES TR966.0K shares36968.00%2026-03-312026-05-15

MCD

MCDONALDS CORP

-2.26%

Shares4.3M

Event2026-03-31

Filed2026-05-15

PCG

PG&E CORP

-4.73%

Shares18.5M

Event2026-03-31

Filed2026-05-15

DAL

DELTA AIR LINES INC

-5.00%

Shares3.8M

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP INC

-1.20%

Shares883.9K

Event2026-03-31

Filed2026-05-15

BEN

FRANKLIN RESOURCES INC

-1.12%

Shares1.4M

Event2026-03-31

Filed2026-05-15

KORP

AMERICAN CENTY ETF TR

10.46%

Shares700.6K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

6.41%

Shares219.3K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

-10.74%

Shares172.2K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

-2.70%

Shares264.5K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD INDEX FDS

6.14%

Shares60.5K

Event2026-03-31

Filed2026-05-15

ISCG

ISHARES TR

6.00%

Shares325.5K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

-10.18%

Shares76.3K

Event2026-03-31

Filed2026-05-15

AVLV

AMERICAN CENTY ETF TR

12.01%

Shares194.6K

Event2026-03-31

Filed2026-05-15

VIOV

VANGUARD ADMIRAL FDS INC

-15.59%

Shares144.7K

Event2026-03-31

Filed2026-05-15

LQD

ISHARES TR

11195.58%

Shares32.6M

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

11.65%

Shares67.5K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

11.63%

Shares157.9K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES TR

11.01%

Shares64.0K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

-1.18%

Shares117.5K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

-1.35%

Shares202.0K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

1.29%

Shares17.5K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

14.47%

Shares71.3K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES TR

10.34%

Shares48.0K

Event2026-03-31

Filed2026-05-15

ZALT

INNOVATOR ETFS TRUST

5.53%

Shares181.1K

Event2026-03-31

Filed2026-05-15

SHYG

ISHARES TR

-3.42%

Shares127.3K

Event2026-03-31

Filed2026-05-15

CLF

CLEVELAND-CLIFFS INC NEW

-8.65%

Shares607.3K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

2.11%

Shares149.5K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

27.94%

Shares20.2K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

7.76%

Shares6.8K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.26%

Shares17.5K

Event2026-03-31

Filed2026-05-15

BUFQ

FIRST TR EXCHNG TRADED FD VI

3.05%

Shares125.3K

Event2026-03-31

Filed2026-05-15

PALC

PACER FDS TR

34.31%

Shares83.6K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

3.38%

Shares40.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-1.75%

Shares20.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-2.44%

Shares19.3K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

-1.95%

Shares40.2K

Event2026-03-31

Filed2026-05-15

XLG

INVESCO EXCHANGE TRADED FD T

2.88%

Shares60.4K

Event2026-03-31

Filed2026-05-15

SOXX

ISHARES TR

-9.49%

Shares9.3K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

2535.08%

Shares69.2M

Event2026-03-31

Filed2026-05-15

FIW

FIRST TR EXCHANGE-TRADED FD

5.60%

Shares26.6K

Event2026-03-31

Filed2026-05-15

AIRR

FIRST TR EXCHANGE TRADED FD

-8.44%

Shares22.3K

Event2026-03-31

Filed2026-05-15

FESM

FIDELITY COVINGTON TRUST

10.58%

Shares63.8K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.43%

Shares16.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

21.07%

Shares4.3K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-1.03%

Shares6.7K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

31676.69%

Shares153.1M

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-2.76%

Shares9.2K

Event2026-03-31

Filed2026-05-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

-0.17%

Shares72.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

5.34%

Shares5.0K

Event2026-03-31

Filed2026-05-15

BALT

INNOVATOR ETFS TRUST

7.96%

Shares50.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-4.64%

Shares8.0K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-0.15%

Shares2.6K

Event2026-03-31

Filed2026-05-15

XLK

SELECT SECTOR SPDR TR

30.84%

Shares11.6K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.72%

Shares4.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

0.61%

Shares5.9K

Event2026-03-31

Filed2026-05-15

XEL

XCEL ENERGY INC

0.04%

Shares18.0K

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS INC

4.81%

Shares28.1K

Event2026-03-31

Filed2026-05-15

JUNM

FIRST TR EXCHNG TRADED FD VI

3.14%

Shares41.1K

Event2026-03-31

Filed2026-05-15

FOCT

FIRST TR EXCHNG TRADED FD VI

-5.15%

Shares27.1K

Event2026-03-31

Filed2026-05-15

IGLB

ISHARES TR

4898.82%

Shares63.2M

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

0.93%

Shares8.8K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

0.68%

Shares10.2K

Event2026-03-31

Filed2026-05-15

QGRO

AMERICAN CENTY ETF TR

16.16%

Shares11.8K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

1.02%

Shares5.6K

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-5.24%

Shares15.4K

Event2026-03-31

Filed2026-05-15

TMHC

TAYLOR MORRISON HOME CORP

-6.75%

Shares19.3K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

4.04%

Shares9.8K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-0.27%

Shares3.3K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

18.50%

Shares14.4K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

1.32%

Shares4.4K

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB STRATEGIC TR

3.33%

Shares32.7K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

3490.92%

Shares3.4M

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

-14.90%

Shares17.3K

Event2026-03-31

Filed2026-05-15

NPO

ENPRO INC

-9.08%

Shares3.9K

Event2026-03-31

Filed2026-05-15

AT&T INC

4.15%

Shares33.6K

Event2026-03-31

Filed2026-05-15

KRG

KITE REALTY GROUP TRUST

-10.06%

Shares39.6K

Event2026-03-31

Filed2026-05-15

CMC

COMMERCIAL METALS CO

-8.21%

Shares15.8K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

-8.30%

Shares4.6K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

12.68%

Shares11.3K

Event2026-03-31

Filed2026-05-15

FNOV

FIRST TR EXCHNG TRADED FD VI

-6.56%

Shares17.5K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

13.97%

Shares12.2K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

14.82%

Shares3.8K

Event2026-03-31

Filed2026-05-15

FDEC

FIRST TR EXCHNG TRADED FD VI

-6.99%

Shares18.0K

Event2026-03-31

Filed2026-05-15

FFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares15.9K

Event2026-03-31

Filed2026-05-15

IWN

ISHARES TR

-31.66%

Shares4.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.47%

Shares3.0K

Event2026-03-31

Filed2026-05-15