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The Analysis of Gateway Wealth Partners, LLC's Holdings & P&L

Currently, Gateway Wealth Partners, LLC holds 925 types of securities in its portfolio with a total value $2.6B. In the most recent quarter, they have increased their positions in IVV (+80.1K shares, valued at $52.3M), AAPL (+130.8K shares, valued at $33.2M), SPYM (+410.8K shares, valued at $31.4M); decreased their positions in N/A (-266.4K shares, valued at $14.0M), XLV (-10.4K shares, valued at $1.5M), EMXC (-14.9K shares, valued at $1.2M); initiated new positions in TOUS (+834.7K shares, valued at $28.8M), HYG (+160.9K shares, valued at $12.8M), MGV (+80.9K shares, valued at $11.7M).

1M P&L

+80.6M+3.13%

3M P&L

-106.0M-3.84%

HY P&L

-18.3M-0.68%

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/A2.0B

81.1%

2Consumer Electronics55.0M

2.3%

3Semiconductors51.3M

2.1%

Top Industries by Stock Count

1N/A540 stocks

61.9%

2Semiconductors12 stocks

1.4%

3Utilities - Regulated Electric12 stocks

1.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR99.1K shares422.83%2026-03-312026-05-15

AAPL APPLE INC215.0K shares155.45%2026-03-312026-05-15

SPYM SPDR SERIES TRUST695.5K shares144.29%2026-03-312026-05-15

NVDA NVIDIA CORPORATION219.8K shares210.22%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T55.0K shares95.40%2026-03-312026-05-15

EEMA ISHARES INC343.1K shares103.17%2026-03-312026-05-15

AVUS AMERICAN CENTY ETF TR272.5K shares131.12%2026-03-312026-05-15

TOUS T ROWE PRICE ETF INC834.7K sharesnew addition2026-03-312026-05-15

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SPAB SPDR SERIES TRUST1.1M shares132.49%2026-03-312026-05-15

PYLD PIMCO ETF TR1.0M shares101.69%2026-03-312026-05-15

SPTM SPDR SERIES TRUST326.1K shares113.16%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR215.7K shares135.49%2026-03-312026-05-15

IEMG ISHARES INC341.1K shares283.00%2026-03-312026-05-15

MGK VANGUARD WORLD FD63.2K shares413.78%2026-03-312026-05-15

IUSB ISHARES TR495.0K shares214.78%2026-03-312026-05-15

MSFT MICROSOFT CORP60.9K shares219.49%2026-03-312026-05-15

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VTI VANGUARD INDEX FDS70.0K shares142.68%2026-03-312026-05-15

BIL SPDR SERIES TRUST239.0K shares109.78%2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD360.0K shares134.69%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD452.8K shares113.01%2026-03-312026-05-15

AMZN AMAZON COM INC102.0K shares205.85%2026-03-312026-05-15

SPYV SPDR SERIES TRUST366.7K shares175.23%2026-03-312026-05-15

IVE ISHARES TR98.1K shares160.23%2026-03-312026-05-15

ALPHABET INC ALPHABET INC69.0K shares260.91%2026-03-312026-05-15

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IVW ISHARES TR174.7K shares204.91%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST315.3K shares180.73%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS122.5K shares959.48%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR210.3K shares118.19%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI690.1K shares121.81%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD249.1K shares91.72%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II324.8K shares137.89%2026-03-312026-05-15

LDUR PIMCO ETF TR176.0K shares120.77%2026-03-312026-05-15

Sponsored

BBIN J P MORGAN EXCHANGE TRADED F225.9K shares138.57%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD169.1K shares99.20%2026-03-312026-05-15

DGRW WISDOMTREE TR177.5K shares96.67%2026-03-312026-05-15

GLD SPDR GOLD TR36.2K shares358.20%2026-03-312026-05-15

EFV ISHARES TR199.8K shares191.75%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI437.5K shares99.98%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD351.0K shares138.89%2026-03-312026-05-15

VTV VANGUARD INDEX FDS69.3K shares152.85%2026-03-312026-05-15

Sponsored

VB VANGUARD INDEX FDS50.8K shares4237.92%2026-03-312026-05-15

FV FIRST TR EXCHANGE TRADED FD214.6K shares99.19%2026-03-312026-05-15

SPYG SPDR SERIES TRUST132.4K shares128.22%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR160.5K shares129.18%2026-03-312026-05-15

HYG ISHARES TR160.9K sharesnew addition2026-03-312026-05-15

BAI BLACKROCK ETF TRUST388.5K shares375.15%2026-03-312026-05-15

GOVT ISHARES TR551.5K shares2051.36%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE296.8K shares173.89%2026-03-312026-05-15

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T64.7K shares60.19%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F239.8K shares186.66%2026-03-312026-05-15

CGBL CAPITAL GROUP CORE BALANCED350.4K shares442.19%2026-03-312026-05-15

VO VANGUARD INDEX FDS41.3K shares3225.38%2026-03-312026-05-15

MGV VANGUARD WORLD FD80.9K sharesnew addition2026-03-312026-05-15

IJR ISHARES TR94.4K shares165.14%2026-03-312026-05-15

META META PLATFORMS INC20.4K shares240.67%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS250.8K shares67.91%2026-03-312026-05-15

Sponsored

INVESCO QQQ TR INVESCO QQQ TR19.0K shares9.05%2026-03-312026-05-15

CGGE CAPITAL GROUP GLOBAL EQUITY356.9K shares409.99%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD113.4K shares123.87%2026-03-312026-05-15

VUG VANGUARD INDEX FDS24.1K shares41.27%2026-03-312026-05-15

QUAL ISHARES TR54.8K shares217.61%2026-03-312026-05-15

TLH ISHARES TR104.3K shares239.28%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F75.9K shares380.73%2026-03-312026-05-15

VXUS VANGUARD STAR FDS135.7K shares178.23%2026-03-312026-05-15

Sponsored

MTUM ISHARES TR43.2K shares228.85%2026-03-312026-05-15

SPIB SPDR SERIES TRUST307.4K shares169.46%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS17.1K shares412.45%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF248.9K shares310.88%2026-03-312026-05-15

USMV ISHARES TR107.3K shares114.30%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS45.8K shares121.23%2026-03-312026-05-15

CGDG CAPITAL GROUP DIVIDEND GROWE270.1K shares397.06%2026-03-312026-05-15

TSLA TESLA INC26.0K shares142.15%2026-03-312026-05-15

Sponsored

FTCB FIRST TR EXCHANGE-TRADED FD458.5K shares165.26%2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD186.2K shares113.61%2026-03-312026-05-15

BROADCOM INC BROADCOM INC30.5K shares454.76%2026-03-312026-05-15

EFG ISHARES TR84.5K sharesnew addition2026-03-312026-05-15

CVIE MORGAN STANLEY ETF TRUST126.9K shares116.93%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.1K shares353.42%2026-03-312026-05-15

MBB ISHARES TR96.3K shares285.61%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T331.9K shares484.94%2026-03-312026-05-15

Sponsored

QQQM INVESCO EXCH TRADED FD TR II37.6K shares764.49%2026-03-312026-05-15

SMMU PIMCO ETF TR173.8K shares124.66%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS181.7K shares497.54%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS114.2K shares260.05%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT250.1K shares395.41%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR135.5K shares595.47%2026-03-312026-05-15

RDVI FIRST TR EXCHANGE-TRADED FD322.6K shares108.36%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F147.6K shares172.11%2026-03-312026-05-15

Sponsored

ONEQ FIDELITY COMWLTH TR96.3K shares130.99%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET211.7K shares363.15%2026-03-312026-05-15

PULS PGIM ETF TR161.1K shares187.04%2026-03-312026-05-15

THRO BLACKROCK ETF TRUST219.6K shares218.57%2026-03-312026-05-15

SPTI SPDR SERIES TRUST276.6K shares155.81%2026-03-312026-05-15

CAT CATERPILLAR INC10.9K shares135.30%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS163.5K shares107.18%2026-03-312026-05-15

VOTE TCW ETF TRUST100.2K shares104.58%2026-03-312026-05-15

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD153.0K shares83.22%2026-03-312026-05-15

IEFA ISHARES TR83.9K shares759.21%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO25.7K shares284.86%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION7.5K shares52.84%2026-03-312026-05-15

IDEV ISHARES TR88.4K shares387.14%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR54.6K shares82.23%2026-03-312026-05-15

ALPHABET INC ALPHABET INC25.0K shares161.00%2026-03-312026-05-15

GLDM WORLD GOLD TR76.3K sharesnew addition2026-03-312026-05-15

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST73.8K sharesnew addition2026-03-312026-05-15

CGCB CAPITAL GRP FIXED INCM ETF T266.8K shares391.09%2026-03-312026-05-15

AFLG FIRST TR EXCHNG TRADED FD VI178.0K shares183.34%2026-03-312026-05-15

EVSD MORGAN STANLEY ETF TRUST129.6K shares149.19%2026-03-312026-05-15

SPYD SPDR SERIES TRUST141.6K shares95.28%2026-03-312026-05-15

FTA FIRST TR EXCHANGE-TRADED ALP69.4K shares104.48%2026-03-312026-05-15

FGD FIRST TR EXCHANGE-TRADED FD198.0K shares147.83%2026-03-312026-05-15

ABBV ABBVIE INC29.0K shares787.72%2026-03-312026-05-15

Sponsored

VEA VANGUARD TAX-MANAGED FDS96.0K shares651.14%2026-03-312026-05-15

SGOV ISHARES TR61.1K shares125.32%2026-03-312026-05-15

BLCR BLACKROCK ETF TRUST148.0K sharesnew addition2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR122.0K shares429.21%2026-03-312026-05-15

XOM EXXON MOBIL CORP35.3K shares168.98%2026-03-312026-05-15

CGCP CAPITAL GRP FIXED INCM ETF T266.7K shares449.28%2026-03-312026-05-15

USFR WISDOMTREE TR117.9K shares98.99%2026-03-312026-05-15

IDEF BLACKROCK ETF TRUST178.8K sharesnew addition2026-03-312026-05-15

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD168.5K shares118.24%2026-03-312026-05-15

CIBR FIRST TR EXCHANGE-TRADED FD87.9K shares104.21%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR119.0K shares592.50%2026-03-312026-05-15

QTEC FIRST TR EXCHANGE-TRADED FD24.9K shares117.21%2026-03-312026-05-15

IAGG ISHARES TR104.5K shares257.93%2026-03-312026-05-15

BBUS J P MORGAN EXCHANGE TRADED F44.5K shares140.55%2026-03-312026-05-15

FUMB FIRST TR EXCH TRADED FD III260.1K shares107.10%2026-03-312026-05-15

QQQE DIREXION SHARES ETF TRUST52.6K shares91.72%2026-03-312026-05-15

Sponsored

FDN FIRST TR EXCHANGE-TRADED FD22.1K shares111.25%2026-03-312026-05-15

MINT PIMCO ETF TR50.4K sharesnew addition2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III97.5K shares97.50%2026-03-312026-05-15

EMBD GLOBAL X FDS210.7K shares122.40%2026-03-312026-05-15

KNG FIRST TR EXCHANGE-TRADED FD99.8K shares194.51%2026-03-312026-05-15

ARCC ARES CAPITAL CORP269.1K shares111.43%2026-03-312026-05-15

EVMO MORGAN STANLEY ETF TRUST95.5K shares90.03%2026-03-312026-05-15

FTC FIRST TR EXCHANGE-TRADED ALP31.1K shares97.05%2026-03-312026-05-15

Sponsored

OAKM HARRIS OAKMARK ETF TRUST173.2K shares230.04%2026-03-312026-05-15

VBR VANGUARD INDEX FDS21.8K shares1323.25%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC14.0K shares520.46%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR153.6K shares230.95%2026-03-312026-05-15

FSMB FIRST TR EXCH TRADED FD III234.0K shares102.72%2026-03-312026-05-15

FEM FIRST TR EXCH TRD ALPHDX FD155.2K shares193.45%2026-03-312026-05-15

WMT WALMART INC37.0K shares220.13%2026-03-312026-05-15

RFMZ RIVERNORTH FLEXIBLE MUNI INC351.1K shares119.60%2026-03-312026-05-15

Sponsored

LVHI LEGG MASON ETF INVT106.3K shares299.72%2026-03-312026-05-15

FMF FIRST TR EXCHANGE-TRADED FD84.9K shares119.35%2026-03-312026-05-15

BOND PIMCO ETF TR46.5K shares468.64%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F79.7K shares438.86%2026-03-312026-05-15

RMMZ RIVERNORTH MANAGED DUR MUN I291.3K shares120.76%2026-03-312026-05-15

IXUS ISHARES TR48.0K shares457.62%2026-03-312026-05-15

ROBT FIRST TR EXCHANGE TRADED FD89.9K shares107.42%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T150.7K shares285.52%2026-03-312026-05-15

Sponsored

FTLS FIRST TR EXCH TRADED FD III58.1K shares182.59%2026-03-312026-05-15

OMFL INVESCO EXCH TRD SLF IDX FD67.9K sharesnew addition2026-03-312026-05-15

BUFQ FIRST TR EXCHNG TRADED FD VI114.9K shares134.09%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON16.2K shares412.00%2026-03-312026-05-15

FBT FIRST TR EXCHANGE-TRADED FD19.7K shares174.54%2026-03-312026-05-15

EQL ALPS ETF TR82.8K shares76.24%2026-03-312026-05-15

FTAI AVIATION LTD FTAI AVIATION LTD15.9K shares94.65%2026-03-312026-05-15

AGG ISHARES TR39.2K shares362.77%2026-03-312026-05-15

Sponsored

ISHARES GOLD TR ISHARES GOLD TR44.1K shares87.74%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC26.5K shares141.26%2026-03-312026-05-15

SKYY FIRST TR EXCHANGE-TRADED FD34.5K shares83.18%2026-03-312026-05-15

IPKW INVESCO EXCH TRADED FD TR II66.9K shares210.55%2026-03-312026-05-15

LLY ELI LILLY & CO4.1K shares279.83%2026-03-312026-05-15

FDT FIRST TR EXCH TRD ALPHDX FD43.2K shares28.97%2026-03-312026-05-15

MUB ISHARES TR35.3K shares393.31%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC4.4K shares494.86%2026-03-312026-05-15

Sponsored

DGRO ISHARES TR53.0K shares394.50%2026-03-312026-05-15

GRID FIRST TR EXCHANGE-TRADED FD22.6K shares234.97%2026-03-312026-05-15

VOE VANGUARD INDEX FDS19.9K sharesnew addition2026-03-312026-05-15

HARBOR ETF TRUST HARBOR ETF TRUST153.4K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP74.2K shares238.18%2026-03-312026-05-15

INCM FRANKLIN TEMPLETON ETF TR123.6K shares258.40%2026-03-312026-05-15

XBIL RBB FD INC70.9K shares131.67%2026-03-312026-05-15

T AT&T INC121.6K shares438.30%2026-03-312026-05-15

Sponsored

RTX RTX CORPORATION18.2K shares191.51%2026-03-312026-05-15

FIIG FIRST TR EXCHANGE-TRADED FD167.6K shares126.53%2026-03-312026-05-15

SO SOUTHERN CO35.6K shares135.63%2026-03-312026-05-15

IEI ISHARES TR28.7K shares1159.33%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE12.0K shares242.82%2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI75.5K shares114.55%2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T59.3K sharesnew addition2026-03-312026-05-15

CGMM CAPITAL GROUP EQUITY ETF TR109.7K sharesnew addition2026-03-312026-05-15

Sponsored

NULV NUSHARES ETF TR69.6K shares52.02%2026-03-312026-05-15

FID FIRST TR EXCHANGE TRADED FD149.0K shares132.09%2026-03-312026-05-15

USIG ISHARES TR60.6K sharesnew addition2026-03-312026-05-15

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F44.5K sharesnew addition2026-03-312026-05-15

IEF ISHARES TR31.9K shares380.47%2026-03-312026-05-15

VMBS VANGUARD SCOTTSDALE FDS64.8K sharesnew addition2026-03-312026-05-15

SHYG ISHARES TR71.3K sharesnew addition2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F40.0K shares121.49%2026-03-312026-05-15

Sponsored

IJH ISHARES TR44.5K shares174.95%2026-03-312026-05-15

PEP PEPSICO INC19.2K shares162.30%2026-03-312026-05-15

VGT VANGUARD WORLD FD4.3K shares148.51%2026-03-312026-05-15

HD HOME DEPOT INC9.0K shares251.25%2026-03-312026-05-15

AIRR FIRST TR EXCHANGE TRADED FD26.6K shares186.31%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP82.6K shares284.83%2026-03-312026-05-15

QQEW FIRST TR EXCHANGE-TRADED FD22.6K shares107.95%2026-03-312026-05-15

DE DEERE & CO5.0K shares139.70%2026-03-312026-05-15

Sponsored

GEV GE VERNOVA INC3.2K shares213.36%2026-03-312026-05-15

AFL AFLAC INC25.5K shares1025.42%2026-03-312026-05-15

RPV INVESCO EXCHANGE TRADED FD T25.9K shares240.84%2026-03-312026-05-15

RDIV INVESCO EXCH TRADED FD TR II49.5K shares97.99%2026-03-312026-05-15

FJP FIRST TR EXCH TRD ALPHDX FD37.8K shares99.11%2026-03-312026-05-15

JIRE J P MORGAN EXCHANGE TRADED F36.2K shares343.41%2026-03-312026-05-15

IWF ISHARES TR6.4K shares50.12%2026-03-312026-05-15

CGHM CAPITAL GRP FIXED INCM ETF T106.7K shares204.76%2026-03-312026-05-15

Sponsored

FEP FIRST TR EXCH TRD ALPHDX FD49.3K shares112.71%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F52.7K shares176.99%2026-03-312026-05-15

FPX FIRST TR EXCHANGE-TRADED FD16.8K shares117.82%2026-03-312026-05-15

IGIB ISHARES TR50.1K sharesnew addition2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T58.8K sharesnew addition2026-03-312026-05-15

AXP AMERICAN EXPRESS CO8.7K shares524.30%2026-03-312026-05-15

CSCO CISCO SYS INC33.7K shares304.91%2026-03-312026-05-15

CVX CHEVRON CORPORATION12.5K shares622.12%2026-03-312026-05-15

Sponsored

V VISA INC8.5K shares168.12%2026-03-312026-05-15

VBK VANGUARD INDEX FDS8.4K sharesnew addition2026-03-312026-05-15

FAAR FIRST TR EXCHANGE TRAD FD VI75.6K shares128.31%2026-03-312026-05-15

CGNG CAPITAL GROUP NEW GEOGRAPHY80.4K shares415.01%2026-03-312026-05-15

VOT VANGUARD INDEX FDS9.8K sharesnew addition2026-03-312026-05-15

MCD MCDONALDS CORP8.1K shares220.56%2026-03-312026-05-15

SPSM SPDR SERIES TRUST51.8K shares111.58%2026-03-312026-05-15

PG PROCTER & GAMBLE CO17.3K shares347.12%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES24.0K shares994.16%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC48.7K shares309.80%2026-03-312026-05-15

SNPE DBX ETF TR40.9K shares35.64%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC14.7K shares345.37%2026-03-312026-05-15

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ET ENERGY TRANSFER L P119.8K shares114.62%2026-03-312026-05-15

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MA MASTERCARD INCORPORATED4.3K sharesnew addition2026-03-312026-05-15

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BLV VANGUARD BD INDEX FDS9.7K sharesnew addition2026-03-312026-05-15

PKG PACKAGING CORP AMER3.1K shares88.01%2026-03-312026-05-15

TGT TARGET CORP5.4K shares80.33%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST9.3K shares86.88%2026-03-312026-05-15

SBUX STARBUCKS CORP7.3K sharesnew addition2026-03-312026-05-15

NATIONAL GRID PLC NATIONAL GRID PLC7.8K sharesnew addition2026-03-312026-05-15

Sponsored

BBVA BANCO BILBAO VIZCAYA ARGENTA30.3K sharesnew addition2026-03-312026-05-15

EXEL EXELIXIS INC15.2K sharesnew addition2026-03-312026-05-15

WTAI WISDOMTREE TR23.1K shares125.47%2026-03-312026-05-15

IQLT ISHARES TR14.1K shares110.77%2026-03-312026-05-15

CHKP CHECK POINT SOFTWARE TECH LT4.5K sharesnew addition2026-03-312026-05-15

AM ANTERO MIDSTREAM CORP28.5K sharesnew addition2026-03-312026-05-15

INTC INTEL CORP14.7K sharesnew addition2026-03-312026-05-15

FXH FIRST TR EXCHANGE-TRADED FD5.9K shares110.50%2026-03-312026-05-15

Sponsored

AEE AMEREN CORP5.8K sharesnew addition2026-03-312026-05-15

SWKS SKYWORKS SOLUTIONS INC12.0K shares97.53%2026-03-312026-05-15

CSHI NEOS ETF TRUST12.9K sharesnew addition2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC3.7K sharesnew addition2026-03-312026-05-15

GLW CORNING INC4.7K sharesnew addition2026-03-312026-05-15

CWB SPDR SERIES TRUST6.9K sharesnew addition2026-03-312026-05-15

HYS PIMCO ETF TR6.8K sharesnew addition2026-03-312026-05-15

G GENPACT LIMITED16.9K sharesnew addition2026-03-312026-05-15

Sponsored

SCHP SCHWAB STRATEGIC TR23.7K shares201.98%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC10.4K sharesnew addition2026-03-312026-05-15

UNP UNION PAC CORP2.6K sharesnew addition2026-03-312026-05-15

FNY FIRST TR EXCHANGE-TRADED ALP6.9K shares107.01%2026-03-312026-05-15

IVV

ISHARES TR

422.83%

Shares99.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

155.45%

Shares215.0K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

144.29%

Shares695.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

210.22%

Shares219.8K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

95.40%

Shares55.0K

Event2026-03-31

Filed2026-05-15

EEMA

ISHARES INC

103.17%

Shares343.1K

Event2026-03-31

Filed2026-05-15

AVUS

AMERICAN CENTY ETF TR

131.12%

Shares272.5K

Event2026-03-31

Filed2026-05-15

TOUS

T ROWE PRICE ETF INC

New

Shares834.7K

Event2026-03-31

Filed2026-05-15

SPAB

SPDR SERIES TRUST

132.49%

Shares1.1M

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

101.69%

Shares1.0M

Event2026-03-31

Filed2026-05-15

SPTM

SPDR SERIES TRUST

113.16%

Shares326.1K

Event2026-03-31

Filed2026-05-15

AVUV

AMERICAN CENTY ETF TR

135.49%

Shares215.7K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

283.00%

Shares341.1K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

413.78%

Shares63.2K

Event2026-03-31

Filed2026-05-15

IUSB

ISHARES TR

214.78%

Shares495.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

219.49%

Shares60.9K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

142.68%

Shares70.0K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

109.78%

Shares239.0K

Event2026-03-31

Filed2026-05-15

FTSM

FIRST TR EXCHANGE-TRADED FD

134.69%

Shares360.0K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

113.01%

Shares452.8K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

205.85%

Shares102.0K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

175.23%

Shares366.7K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES TR

160.23%

Shares98.1K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

260.91%

Shares69.0K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES TR

204.91%

Shares174.7K

Event2026-03-31

Filed2026-05-15

DYNF

BLACKROCK ETF TRUST

180.73%

Shares315.3K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

959.48%

Shares122.5K

Event2026-03-31

Filed2026-05-15

AVDE

AMERICAN CENTY ETF TR

118.19%

Shares210.3K

Event2026-03-31

Filed2026-05-15

UCON

FIRST TR EXCHNG TRADED FD VI

121.81%

Shares690.1K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

91.72%

Shares249.1K

Event2026-03-31

Filed2026-05-15

BINC

BLACKROCK ETF TRUST II

137.89%

Shares324.8K

Event2026-03-31

Filed2026-05-15

LDUR

PIMCO ETF TR

120.77%

Shares176.0K

Event2026-03-31

Filed2026-05-15

BBIN

J P MORGAN EXCHANGE TRADED F

138.57%

Shares225.9K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

99.20%

Shares169.1K

Event2026-03-31

Filed2026-05-15

DGRW

WISDOMTREE TR

96.67%

Shares177.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

358.20%

Shares36.2K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES TR

191.75%

Shares199.8K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

99.98%

Shares437.5K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

138.89%

Shares351.0K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

152.85%

Shares69.3K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

4237.92%

Shares50.8K

Event2026-03-31

Filed2026-05-15

FIRST TR EXCHANGE TRADED FD

99.19%

Shares214.6K

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

128.22%

Shares132.4K

Event2026-03-31

Filed2026-05-15

AVEM

AMERICAN CENTY ETF TR

129.18%

Shares160.5K

Event2026-03-31

Filed2026-05-15

HYG

ISHARES TR

New

Shares160.9K

Event2026-03-31

Filed2026-05-15

BAI

BLACKROCK ETF TRUST

375.15%

Shares388.5K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES TR

2051.36%

Shares551.5K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

173.89%

Shares296.8K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

60.19%

Shares64.7K

Event2026-03-31

Filed2026-05-15

JPST

J P MORGAN EXCHANGE TRADED F

186.66%

Shares239.8K

Event2026-03-31

Filed2026-05-15

CGBL

CAPITAL GROUP CORE BALANCED

442.19%

Shares350.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

3225.38%

Shares41.3K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

New

Shares80.9K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

165.14%

Shares94.4K

Event2026-03-31

Filed2026-05-15