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The Analysis of Geneos Wealth Management Inc.'s Holdings & P&L

Currently, Geneos Wealth Management Inc. holds 2465 types of securities in its portfolio with a total value $4.3B. In the most recent quarter, they have increased their positions in USMV (+569.8K shares, valued at $52.8M), ITOT (+368.5K shares, valued at $52.5M), SPY (+51.3K shares, valued at $33.4M); decreased their positions in CGGR (-646.5K shares, valued at $26.0M), CGDV (-328.0K shares, valued at $14.0M), IGEB (-229.2K shares, valued at $10.3M); initiated new positions in SYSB (+84.6K shares, valued at $7.5M), EVTR (+126.2K shares, valued at $6.4M), TMDX (+30.6K shares, valued at $3.0M).

1M P&L

+142.9M+3.38%

3M P&L

+64.5M+1.50%

HY P&L

+224.5M+5.41%

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/A3.0B

74.0%

2Software - Infrastructure83.7M

2.1%

3Semiconductors57.8M

1.4%

Top Industries by Stock Count

1N/A1241 stocks

52.6%

2Banks - Regional49 stocks

2.1%

3Software - Application42 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR207.5K shares5.31%2026-03-312026-05-05

SPY SPDR S P 500 ETF TR193.2K shares36.16%2026-03-312026-05-05

USMV ISHARES TR1.1M shares99.30%2026-03-312026-05-05

ITOT ISHARES TR731.4K shares101.55%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS120.9K shares12.55%2026-03-312026-05-05

VNLA JANUS DETROIT STR TR1.3M shares83.35%2026-03-312026-05-05

IWV ISHARES TR170.5K shares8.70%2026-03-312026-05-05

SPYM SPDR SER TR703.3K shares27.41%2026-03-312026-05-05

Sponsored

AAPL APPLE INC189.7K shares-5.13%2026-03-312026-05-05

NSC NORFOLK SOUTHN CORP152.4K shares56.32%2026-03-312026-05-05

IXUS ISHARES TR463.1K shares-2.57%2026-03-312026-05-05

PVAL PUTNAM ETF TRUST850.6K shares2.89%2026-03-312026-05-05

FIXD FIRST TR EXCHNG TRADED FD VI856.7K shares51.63%2026-03-312026-05-05

MSFT MICROSOFT CORP100.7K shares-2.07%2026-03-312026-05-05

SPTM SPDR SER TR465.5K shares4.97%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS771.1K shares2.08%2026-03-312026-05-05

Sponsored

IEFA ISHARES TR381.6K shares54.22%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR59.0K shares-14.50%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS435.3K shares11.94%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL69.9K shares1.06%2026-03-312026-05-05

SPYV SPDR SER TR591.2K shares0.63%2026-03-312026-05-05

NVDA NVIDIA CORPORATION187.6K shares-4.26%2026-03-312026-05-05

HDEF DBX ETF TR998.5K shares0.61%2026-03-312026-05-05

HISF FIRST TR EXCHANGE TRADED FD701.8K shares59.23%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP181.1K shares-4.04%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR623.7K shares-1.20%2026-03-312026-05-05

SPYG SPDR SER TR302.6K shares-7.37%2026-03-312026-05-05

SPBO SPDR SER TR1.0M shares2.30%2026-03-312026-05-05

VEA VANGUARD TAX MANAGED FDS457.8K shares39.17%2026-03-312026-05-05

ISTB ISHARES TR581.2K shares6.67%2026-03-312026-05-05

SGOV ISHARES TR273.7K shares80.63%2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST634.6K shares9.52%2026-03-312026-05-05

Sponsored

MOAT VANECK ETF TRUST253.1K shares-3.27%2026-03-312026-05-05

EFA ISHARES TR245.8K shares16.29%2026-03-312026-05-05

DCOR DIMENSIONAL ETF TRUST330.3K shares10.27%2026-03-312026-05-05

VTI VANGUARD INDEX FDS72.0K shares3.61%2026-03-312026-05-05

BIL SPDR SER TR247.6K shares156.54%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T116.8K shares6.04%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF554.6K shares-53.82%2026-03-312026-05-05

AMZN AMAZON COM INC105.2K shares-2.52%2026-03-312026-05-05

Sponsored

JPM JPMORGAN CHASE CO73.1K shares2.43%2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE500.5K shares-39.59%2026-03-312026-05-05

ALPHABET INC ALPHABET INC73.9K shares-11.30%2026-03-312026-05-05

ALPHABET INC ALPHABET INC73.9K shares-11.79%2026-03-312026-05-05

SPSB SPDR SER TR698.1K shares4.53%2026-03-312026-05-05

TSPA T ROWE PRICE ETF INC498.8K shares0.44%2026-03-312026-05-05

SPSM SPDR SER TR411.0K shares4.05%2026-03-312026-05-05

GOVT ISHARES TR855.4K shares-1.23%2026-03-312026-05-05

Sponsored

EFAV ISHARES TR213.9K shares98.75%2026-03-312026-05-05

SPMD SPDR SER TR326.2K shares4.00%2026-03-312026-05-05

PULS PGIM ETF TR386.9K shares-12.23%2026-03-312026-05-05

JQUA J P MORGAN EXCHANGE TRADED F305.5K shares8.14%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD269.5K shares-1.03%2026-03-312026-05-05

CVX CHEVRON CORP NEW88.8K shares-3.30%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR349.1K shares5.91%2026-03-312026-05-05

DFSV DIMENSIONAL ETF TRUST486.0K shares-1.41%2026-03-312026-05-05

Sponsored

WPC WP CAREY INC245.2K shares-8.33%2026-03-312026-05-05

BROADCOM INC BROADCOM INC51.9K shares-7.62%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC98.7K shares13.27%2026-03-312026-05-05

UCON FIRST TR EXCHNG TRADED FD VI635.8K shares44.34%2026-03-312026-05-05

COWZ PACER FDS TR249.4K shares-8.18%2026-03-312026-05-05

VUG VANGUARD INDEX FDS35.4K shares0.40%2026-03-312026-05-05

JPIE J P MORGAN EXCHANGE TRADED F324.3K shares-3.93%2026-03-312026-05-05

MBB ISHARES TR156.5K shares35.52%2026-03-312026-05-05

Sponsored

FV FIRST TR EXCHANGE TRADED FD243.5K shares-2.69%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR589.7K shares30.31%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F247.3K shares13.29%2026-03-312026-05-05

PSLV SPROTT PHYSICAL SILVER TR572.3K shares-20.52%2026-03-312026-05-05

SMLF ISHARES TR180.5K shares13.67%2026-03-312026-05-05

DFIC DIMENSIONAL ETF TRUST381.8K shares5.63%2026-03-312026-05-05

SPEM SPDR INDEX SHS FDS280.8K shares2.58%2026-03-312026-05-05

ALTL PACER FDS TR285.6K shares-9.03%2026-03-312026-05-05

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI466.4K shares-11.69%2026-03-312026-05-05

NEE NEXTERA ENERGY INC130.5K shares-0.23%2026-03-312026-05-05

PTLC PACER FDS TR230.8K shares-14.45%2026-03-312026-05-05

PTNQ PACER FDS TR165.1K shares-7.88%2026-03-312026-05-05

IMFL INVESCO EXCH TRD SLF IDX FD374.1K shares6.71%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE TRADED FD234.2K shares18.23%2026-03-312026-05-05

VOE VANGUARD INDEX FDS63.3K shares0.29%2026-03-312026-05-05

HD HOME DEPOT INC35.4K shares-5.14%2026-03-312026-05-05

Sponsored

PALC PACER FDS TR222.6K shares-7.90%2026-03-312026-05-05

CAT CATERPILLAR INC16.1K shares-0.78%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS153.4K shares6.73%2026-03-312026-05-05

PTL NORTHERN LTS FD TR IV44.9K shares-3.73%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC28.7K shares5.27%2026-03-312026-05-05

AGG ISHARES TR112.6K shares-0.05%2026-03-312026-05-05

SLYV SPDR SER TR116.6K shares1.61%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL328.8K shares-6.70%2026-03-312026-05-05

Sponsored

VWO VANGUARD INTL EQUITY INDEX F203.6K shares22.38%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS74.2K shares10.88%2026-03-312026-05-05

FCTR FIRST TR EXCHANGE TRADED FD307.6K shares-7.45%2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI324.2K shares-14.26%2026-03-312026-05-05

META META PLATFORMS INC18.3K shares-5.52%2026-03-312026-05-05

IVW ISHARES TR91.3K shares-2.59%2026-03-312026-05-05

CLOI VANECK ETF TRUST195.7K shares24.72%2026-03-312026-05-05

GLD SPDR GOLD TR23.9K shares-14.13%2026-03-312026-05-05

Sponsored

EEM ISHARES TR172.8K shares1.66%2026-03-312026-05-05

COST COSTCO WHSL CORP NEW9.8K shares-1.75%2026-03-312026-05-05

VONV VANGUARD SCOTTSDALE FDS104.4K shares1.03%2026-03-312026-05-05

CGBL CAPITAL GROUP CORE BALANCED280.4K shares3.81%2026-03-312026-05-05

FNDC SCHWAB STRATEGIC TR203.9K shares-0.95%2026-03-312026-05-05

SPHQ INVESCO EXCHANGE TRADED FD T125.2K shares712.30%2026-03-312026-05-05

ASML ASML HOLDING N V7.1K shares-15.92%2026-03-312026-05-05

O REALTY INCOME CORP152.6K shares3.32%2026-03-312026-05-05

Sponsored

FEOE RBB FUND TRUST184.5K shares3669.19%2026-03-312026-05-05

IVE ISHARES TR44.0K shares-0.30%2026-03-312026-05-05

FPEI FIRST TR EXCH TRADED FD III487.7K shares43.69%2026-03-312026-05-05

HON HONEYWELL INTL INC40.4K shares-5.26%2026-03-312026-05-05

JAVA J P MORGAN EXCHANGE TRADED F127.2K shares24.56%2026-03-312026-05-05

SCHW SCHWAB CHARLES CORP96.5K shares-4.82%2026-03-312026-05-05

TPLC TIMOTHY PLAN191.3K shares3.80%2026-03-312026-05-05

DINT DAVIS FUNDAMENTAL ETF TR325.7K shares10.79%2026-03-312026-05-05

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II118.2K shares-2.59%2026-03-312026-05-05

IWM ISHARES TR34.7K shares-15.87%2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II74.8K shares5.25%2026-03-312026-05-05

AESR TWO RDS SHARED TR513.5K shares1.69%2026-03-312026-05-05

VXUS VANGUARD STAR FDS111.4K shares478.02%2026-03-312026-05-05

JPSV J P MORGAN EXCHANGE TRADED F143.9K shares-3.56%2026-03-312026-05-05

WMT WALMART INC67.7K shares-2.19%2026-03-312026-05-05

DIS DISNEY WALT CO85.4K shares-5.88%2026-03-312026-05-05

Sponsored

IEMG ISHARES INC117.8K shares44.89%2026-03-312026-05-05

TSLA TESLA INC22.0K shares-20.17%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR246.8K shares0.22%2026-03-312026-05-05

ABBV ABBVIE INC37.0K shares-0.64%2026-03-312026-05-05

DRI DARDEN RESTAURANTS INC41.0K shares-10.76%2026-03-312026-05-05

BUFQ FIRST TR EXCHNG TRADED FD VI227.3K shares-18.63%2026-03-312026-05-05

ICE INTERCONTINENTAL EXCHANGE IN50.7K shares-0.17%2026-03-312026-05-05

FTNT FORTINET INC97.2K shares3.79%2026-03-312026-05-05

Sponsored

SYK STRYKER CORPORATION24.0K shares7.28%2026-03-312026-05-05

URI UNITED RENTALS INC10.8K shares9.66%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC153.5K shares10.12%2026-03-312026-05-05

BUFS FIRST TR EXCHNG TRADED FD VI333.9K shares-19.38%2026-03-312026-05-05

DOV DOVER CORP36.9K shares-8.82%2026-03-312026-05-05

BKMC BNY MELLON ETF TRUST69.5K shares1.92%2026-03-312026-05-05

JGRO J P MORGAN EXCHANGE TRADED F90.7K shares-32.41%2026-03-312026-05-05

NVS NOVARTIS AG50.0K shares-22.91%2026-03-312026-05-05

Sponsored

ABT ABBOTT LABS73.7K shares-7.43%2026-03-312026-05-05

PGR PROGRESSIVE CORP38.1K shares-9.86%2026-03-312026-05-05

SYSB ISHARES TR84.6K sharesnew addition2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F147.3K shares-0.59%2026-03-312026-05-05

JCI JOHNSON CTLS INTL PLC56.8K shares-0.69%2026-03-312026-05-05

EOG EOG RES INC51.2K shares-10.42%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC8.7K shares-0.99%2026-03-312026-05-05

BTU PEABODY ENERGY CORP223.9K shares9.62%2026-03-312026-05-05

Sponsored

BKR BAKER HUGHES COMPANY119.7K shares12.15%2026-03-312026-05-05

JNJ JOHNSON JOHNSON29.9K shares-44.14%2026-03-312026-05-05

SPAB SPDR SER TR283.5K shares26.65%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR116.7K shares9.22%2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F128.3K shares21.24%2026-03-312026-05-05

LLY ELI LILLY CO7.7K shares4.82%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW52.9K shares4.39%2026-03-312026-05-05

IJR ISHARES TR55.7K shares-27.66%2026-03-312026-05-05

Sponsored

UBER UBER TECHNOLOGIES INC94.6K shares-1.57%2026-03-312026-05-05

VFMF VANGUARD WELLINGTON FD43.8K shares2.62%2026-03-312026-05-05

DGRO ISHARES TR94.5K shares0.98%2026-03-312026-05-05

FLTR VANECK ETF TRUST259.9K shares2.61%2026-03-312026-05-05

SLB SCHLUMBERGER LTD127.8K shares8.11%2026-03-312026-05-05

CSX CSX CORP159.7K shares0.63%2026-03-312026-05-05

PODD INSULET CORP31.2K shares-13.22%2026-03-312026-05-05

MINT PIMCO ETF TR64.2K shares19.49%2026-03-312026-05-05

Sponsored

GILD GILEAD SCIENCES INC46.2K shares1.17%2026-03-312026-05-05

V VISA INC21.2K shares-1.65%2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST126.2K sharesnew addition2026-03-312026-05-05

PHYS SPROTT PHYSICAL GOLD TR180.5K shares-8.87%2026-03-312026-05-05

CGCP CAPITAL GRP FIXED INCM ETF T281.6K shares3.87%2026-03-312026-05-05

RWR SPDR SER TR62.3K shares3.76%2026-03-312026-05-05

BMY BRISTOL MYERS SQUIBB CO103.1K shares13.05%2026-03-312026-05-05

FYX FIRST TR SML CP CORE ALPHA F52.4K shares-1.33%2026-03-312026-05-05

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET162.4K shares10.75%2026-03-312026-05-05

PYLD PIMCO ETF TR235.8K shares24.95%2026-03-312026-05-05

WTV WISDOMTREE TR65.1K shares32.64%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MFG LTD18.1K shares-13.07%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC70.4K shares5.17%2026-03-312026-05-05

EMR EMERSON ELEC CO45.9K shares4.26%2026-03-312026-05-05

BUFT FIRST TR EXCHNG TRADED FD VI240.9K shares3.74%2026-03-312026-05-05

IUS INVESCO EXCH TRD SLF IDX FD103.0K shares-4.70%2026-03-312026-05-05

Sponsored

HEFA ISHARES TR140.3K shares0.59%2026-03-312026-05-05

DFEM DIMENSIONAL ETF TRUST172.5K shares8.14%2026-03-312026-05-05

BUFG FIRST TR EXCHNG TRADED FD VI220.6K shares0.92%2026-03-312026-05-05

APD AIR PRODS CHEMS INC20.1K shares11.28%2026-03-312026-05-05

CB CHUBB LIMITED17.9K shares-4.20%2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II51.5K shares4.55%2026-03-312026-05-05

EQAL INVESCO EXCH TRADED FD TR II104.1K shares24.86%2026-03-312026-05-05

CARR CARRIER GLOBAL CORPORATION101.4K shares1794.36%2026-03-312026-05-05

Sponsored

DXJ WISDOMTREE TR35.9K shares-17.15%2026-03-312026-05-05

AAAU GOLDMAN SACHS PHYSICAL GOLD123.0K shares-10.56%2026-03-312026-05-05

EFV ISHARES TR76.2K shares1.14%2026-03-312026-05-05

BJ BJS WHSL CLUB HLDGS INC57.3K shares-10.05%2026-03-312026-05-05

ELV ELEVANCE HEALTH INC19.2K shares-3.92%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND28.3K shares8.05%2026-03-312026-05-05

RMOP TIDAL TRUST III221.2K shares-5.08%2026-03-312026-05-05

VLUE ISHARES TR38.2K shares43332.95%2026-03-312026-05-05

Sponsored

VXF VANGUARD INDEX FDS26.3K shares28.73%2026-03-312026-05-05

DUSA DAVIS FUNDAMENTAL ETF TR106.7K shares-11.66%2026-03-312026-05-05

FRDM EA SERIES TRUST98.7K shares3.52%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS22.1K shares-2.60%2026-03-312026-05-05

DG DOLLAR GEN CORP NEW45.0K shares8.02%2026-03-312026-05-05

AJG GALLAGHER ARTHUR J CO24.6K shares-8.41%2026-03-312026-05-05

MMC MARSH MCLENNAN COS INC30.2K shares8009.12%2026-03-312026-05-05

DLN WISDOMTREE TR58.7K shares1.80%2026-03-312026-05-05

Sponsored

QQQM INVESCO EXCH TRADED FD TR II22.0K shares-47.56%2026-03-312026-05-05

BSCQ INVESCO EXCH TRD SLF IDX FD266.9K shares3.56%2026-03-312026-05-05

PLD PROLOGIS INC39.4K shares10.72%2026-03-312026-05-05

VLO VALERO ENERGY CORP20.6K shares-0.62%2026-03-312026-05-05

XSMO INVESCO EXCHANGE TRADED FD T66.9K shares2.76%2026-03-312026-05-05

DHR DANAHER CORPORATION26.5K shares-6.23%2026-03-312026-05-05

QCOM QUALCOMM INC38.7K shares7.63%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR169.0K shares25.72%2026-03-312026-05-05

Sponsored

ELAN ELANCO ANIMAL HEALTH INC202.7K shares3358.08%2026-03-312026-05-05

SECT NORTHERN LTS FD TR IV78.6K shares-9.39%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC28.7K shares3.35%2026-03-312026-05-05

OKE ONEOK INC NEW51.6K shares1.50%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE TRADED FD50.1K shares-0.49%2026-03-312026-05-05

SRE SEMPRA47.7K shares-7.31%2026-03-312026-05-05

NFTY FIRST TR EXCH TRD ALPHDX FD89.8K shares-1.10%2026-03-312026-05-05

SLYG SPDR SER TR47.8K shares-2.81%2026-03-312026-05-05

Sponsored

BOND PIMCO ETF TR49.0K shares13.01%2026-03-312026-05-05

WFC WELLS FARGO CO NEW56.4K shares1.44%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD228.4K shares4.75%2026-03-312026-05-05

HBAN HUNTINGTON BANCSHARES INC285.2K shares7.84%2026-03-312026-05-05

BNDX VANGUARD CHARLOTTE FDS91.6K shares-7.11%2026-03-312026-05-05

HLI HOULIHAN LOKEY INC30.5K shares-8.89%2026-03-312026-05-05

MCD MCDONALDS CORP14.0K shares9.66%2026-03-312026-05-05

KDP KEURIG DR PEPPER INC163.2K shares17.87%2026-03-312026-05-05

Sponsored

USFR WISDOMTREE TR85.2K shares-31.00%2026-03-312026-05-05

IEF ISHARES TR44.8K shares17.34%2026-03-312026-05-05

CMI CUMMINS INC7.9K shares-0.32%2026-03-312026-05-05

SHE SPDR SER TR33.2K shares0.42%2026-03-312026-05-05

CHD CHURCH DWIGHT CO INC45.4K shares21540.95%2026-03-312026-05-05

PG PROCTER AND GAMBLE CO29.1K shares-25.58%2026-03-312026-05-05

JMST J P MORGAN EXCHANGE TRADED F82.1K shares-15.37%2026-03-312026-05-05

IYW ISHARES TR23.0K shares2.65%2026-03-312026-05-05

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BSCS INVESCO EXCH TRD SLF IDX FD200.3K shares4.50%2026-03-312026-05-05

CGGO CAPITAL GROUP GBL GROWTH EQT121.6K shares34.80%2026-03-312026-05-05

GEV GE VERNOVA INC4.6K shares68.17%2026-03-312026-05-05

JBBB JANUS DETROIT STR TR86.6K shares-34.89%2026-03-312026-05-05

BSCT INVESCO EXCH TRD SLF IDX FD216.0K shares5.61%2026-03-312026-05-05

COP CONOCOPHILLIPS30.5K shares-6.34%2026-03-312026-05-05

QUAL ISHARES TR20.8K shares0.10%2026-03-312026-05-05

EFG ISHARES TR35.8K shares-1.59%2026-03-312026-05-05

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XLU SELECT SECTOR SPDR TR86.9K shares80.91%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS18.4K shares0.87%2026-03-312026-05-05

NFLX NETFLIX INC41.1K shares10.45%2026-03-312026-05-05

BSCU INVESCO EXCH TRD SLF IDX FD234.7K shares5.32%2026-03-312026-05-05

AMAT APPLIED MATLS INC11.5K shares2.69%2026-03-312026-05-05

IWN ISHARES TR20.4K shares12.95%2026-03-312026-05-05

HFRO HIGHLAND OPPORTUNITIES672.8K shares-27.54%2026-03-312026-05-05

IUSV ISHARES TR37.4K shares54.04%2026-03-312026-05-05

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MTUM ISHARES TR15.9K shares3.24%2026-03-312026-05-05

SPYD SPDR SER TR83.7K shares6.48%2026-03-312026-05-05

MDYV SPDR SER TR44.3K shares0.26%2026-03-312026-05-05

CWB SPDR SER TR40.7K shares-24.36%2026-03-312026-05-05

FAD FIRST TR MULTI CAP GROWTH AL23.4K shares6.59%2026-03-312026-05-05

HCA HCA HEALTHCARE INC7.8K shares0.97%2026-03-312026-05-05

RTX RTX CORPORATION19.1K shares-6.99%2026-03-312026-05-05

GCOW PACER FDS TR79.7K shares4.87%2026-03-312026-05-05

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ADBE ADOBE INC15.1K shares15.92%2026-03-312026-05-05

RLY SSGA ACTIVE ETF TR101.6K shares-3.80%2026-03-312026-05-05

TOTL SSGA ACTIVE ETF TR91.7K shares31.96%2026-03-312026-05-05

QQEW FIRST TR NAS100 EQ WEIGHTED28.6K shares-9.00%2026-03-312026-05-05

VBR VANGUARD INDEX FDS16.6K shares2.80%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR40.6K shares-34.53%2026-03-312026-05-05

GDX VANECK ETF TRUST38.7K shares-24.92%2026-03-312026-05-05

CRM SALESFORCE INC19.0K shares3.78%2026-03-312026-05-05

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ADP AUTOMATIC DATA PROCESSING IN17.4K shares-4.98%2026-03-312026-05-05

DVY ISHARES TR23.3K shares1.33%2026-03-312026-05-05

AG FIRST MAJESTIC SILVER CORP164.3K shares-14.02%2026-03-312026-05-05

NKE NIKE INC66.4K shares20.26%2026-03-312026-05-05

XMMO INVESCO EXCHANGE TRADED FD T23.7K shares41.58%2026-03-312026-05-05

PGX INVESCO EXCH TRADED FD TR II310.4K shares-13.99%2026-03-312026-05-05

TLH ISHARES TR33.5K shares5.93%2026-03-312026-05-05

PSX PHILLIPS 6618.4K shares-13.50%2026-03-312026-05-05

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VNQ VANGUARD INDEX FDS37.7K shares-1.09%2026-03-312026-05-05

CSCO CISCO SYS INC43.1K shares-2.23%2026-03-312026-05-05

IDXX IDEXX LABS INC5.9K shares2309.76%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR107.3K shares-4.43%2026-03-312026-05-05

FLQM FRANKLIN TEMPLETON ETF TR59.5K shares-4.57%2026-03-312026-05-05

ORCL ORACLE CORP22.2K shares-0.52%2026-03-312026-05-05

SPHD INVESCO EXCH TRADED FD TR II65.5K shares1.22%2026-03-312026-05-05

XEL XCEL ENERGY INC40.8K shares47.20%2026-03-312026-05-05

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TLT ISHARES TR37.0K shares-2.34%2026-03-312026-05-05

MA MASTERCARD INCORPORATED6.4K shares1.08%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC751 shares-2.72%2026-03-312026-05-05

IWR ISHARES TR32.1K shares-0.60%2026-03-312026-05-05

KO COCA COLA CO40.9K shares0.32%2026-03-312026-05-05

ESUM STRATEGY SHS118.2K shares-3.87%2026-03-312026-05-05

TMDX TRANSMEDICS GROUP INC30.6K sharesnew addition2026-03-312026-05-05

MO ALTRIA GROUP INC46.0K shares6.91%2026-03-312026-05-05

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QDPL PACER FDS TR75.5K shares0.00%2026-03-312026-05-05

MINV MATTHEWS ASIA FDS79.5K shares1.86%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR61.1K shares-52.77%2026-03-312026-05-05

SPIB SPDR SER TR89.8K shares0.23%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC8.8K shares-2.31%2026-03-312026-05-05

DMLP DORCHESTER MINERALS LP109.3K shares11.49%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE10.4K shares-0.48%2026-03-312026-05-05

AFMC FIRST TR EXCHNG TRADED FD VI82.8K shares-5.45%2026-03-312026-05-05

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SLV ISHARES SILVER TR43.0K shares-41.66%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC22.3K shares10.89%2026-03-312026-05-05

MDYG SPDR SER TR30.4K shares0.21%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC14.4K shares0.69%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS37.2K shares1.36%2026-03-312026-05-05

IWO ISHARES TR9.3K shares1.68%2026-03-312026-05-05

MINO PIMCO ETF TR64.2K sharesnew addition2026-03-312026-05-05

IJH ISHARES TR42.8K shares-4.90%2026-03-312026-05-05

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INMU BLACKROCK ETF TRUST II120.8K sharesnew addition2026-03-312026-05-05

URA GLOBAL X FDS58.3K shares-3.03%2026-03-312026-05-05

QTEC FIRST TR NASDAQ 100 TECH IND13.1K shares-0.56%2026-03-312026-05-05

IYF ISHARES TR24.0K shares0.19%2026-03-312026-05-05

VTV VANGUARD INDEX FDS14.3K shares-10.25%2026-03-312026-05-05

MMM 3M CO19.2K shares-4.06%2026-03-312026-05-05

SO SOUTHERN CO28.9K shares-3.29%2026-03-312026-05-05

TMO THERMO FISHER SCIENTIFIC INC5.6K shares12.77%2026-03-312026-05-05

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HYG ISHARES TR34.6K shares343.93%2026-03-312026-05-05

FTSM FIRST TR EXCHANGE TRADED FD46.0K shares-9.22%2026-03-312026-05-05

ILDR FIRST TR EXCHNG TRADED FD VI90.7K shares-4.59%2026-03-312026-05-05

CAH CARDINAL HEALTH INC12.7K shares-4.49%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR20.1K shares-54.46%2026-03-312026-05-05

LOW LOWES COS INC11.3K shares-4.31%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC11.5K shares-1.17%2026-03-312026-05-05

COHERENT CORP COHERENT CORP11.0K shares0.82%2026-03-312026-05-05

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PTMC PACER FDS TR70.2K shares1.30%2026-03-312026-05-05

VIOO VANGUARD ADMIRAL FDS INC22.4K shares-5.15%2026-03-312026-05-05

IWS ISHARES TR17.6K shares-0.53%2026-03-312026-05-05

T AT T INC86.9K shares2.43%2026-03-312026-05-05

MERCK CO INC MERCK CO INC20.8K shares-2.03%2026-03-312026-05-05

INTC INTEL CORP55.4K shares9.11%2026-03-312026-05-05

XOP SPDR SER TR13.3K shares5799.56%2026-03-312026-05-05

FVD FIRST TR VALUE LINE DIVID IN51.3K shares-40.33%2026-03-312026-05-05

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AMGN AMGEN INC6.8K shares-0.25%2026-03-312026-05-05

FEGE RBB FUND TRUST50.9K shares53.24%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.9K shares1.68%2026-03-312026-05-05

BIBL NORTHERN LTS FD TR IV50.1K shares-21.77%2026-03-312026-05-05

SPDR SER TR SPDR SER TR24.6K shares-3.71%2026-03-312026-05-05

VBK VANGUARD INDEX FDS7.7K shares1.59%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE TRADED FD37.1K shares-2.35%2026-03-312026-05-05

FTHI FIRST TR EXCHANGE TRADED FD100.7K shares38.77%2026-03-312026-05-05

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RWK INVESCO EXCH TRADED FD TR II18.0K shares-6.95%2026-03-312026-05-05

IUSB ISHARES TR49.8K shares11.19%2026-03-312026-05-05

JIVE J P MORGAN EXCHANGE TRADED F25.8K shares33.76%2026-03-312026-05-05

DE DEERE CO3.9K shares-0.76%2026-03-312026-05-05

MAIN MAIN STR CAP CORP41.6K shares18.24%2026-03-312026-05-05

ACIO ETF SER SOLUTIONS51.4K sharesnew addition2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC4.7K shares1.52%2026-03-312026-05-05

NORW GLOBAL X FDS56.2K sharesnew addition2026-03-312026-05-05

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IWP ISHARES TR16.6K shares0.00%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L55.3K shares0.90%2026-03-312026-05-05

MOD MODINE MFG CO9.6K shares0.00%2026-03-312026-05-05

BBIN J P MORGAN EXCHANGE TRADED F28.4K shares6.51%2026-03-312026-05-05

DGRW WISDOMTREE TR23.5K shares0.03%2026-03-312026-05-05

XTL SPDR SER TR11.0K sharesnew addition2026-03-312026-05-05

SHYG ISHARES TR48.3K shares-4.67%2026-03-312026-05-05

CALF PACER FDS TR45.2K shares-13.21%2026-03-312026-05-05

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TIP ISHARES TR18.2K shares1658.22%2026-03-312026-05-05

FYC FIRST TR EXCHANGE TRADED ALP20.5K shares41.77%2026-03-312026-05-05

IWD ISHARES TR9.3K shares0.39%2026-03-312026-05-05

PFF ISHARES TR65.3K shares-0.74%2026-03-312026-05-05

ENB ENBRIDGE INC36.3K shares0.71%2026-03-312026-05-05

DDWM WISDOMTREE TR44.4K shares-9.37%2026-03-312026-05-05

QTUM ETF SER SOLUTIONS18.2K shares-13.82%2026-03-312026-05-05

PEP PEPSICO INC12.5K shares-1.18%2026-03-312026-05-05

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MCHI ISHARES TR34.3K sharesnew addition2026-03-312026-05-05

VCLT VANGUARD SCOTTSDALE FDS25.8K shares28.13%2026-03-312026-05-05

SCHH SCHWAB STRATEGIC TR89.4K shares0.88%2026-03-312026-05-05

HUBBELL INC HUBBELL INC3.9K sharesnew addition2026-03-312026-05-05

NET CLOUDFLARE INC9.2K shares-13.05%2026-03-312026-05-05

ARKW ARK ETF TR15.7K shares0.00%2026-03-312026-05-05

KOMP SPDR SER TR32.4K shares7.24%2026-03-312026-05-05

SIL GLOBAL X FDS20.9K shares-10.87%2026-03-312026-05-05

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UNP UNION PAC CORP7.7K shares0.26%2026-03-312026-05-05

IXN ISHARES TR18.6K shares3.63%2026-03-312026-05-05

DWM WISDOMTREE TR26.5K shares0.70%2026-03-312026-05-05

KRE SPDR SER TR28.4K shares-1.58%2026-03-312026-05-05

WEC ENERGY GROUP INC WEC ENERGY GROUP INC15.7K shares-3.16%2026-03-312026-05-05

FLMI FRANKLIN TEMPLETON ETF TR73.1K shares395.26%2026-03-312026-05-05

CGMU CAPITAL GRP FIXED INCM ETF T66.5K shares2.13%2026-03-312026-05-05

NOBL PROSHARES TR16.9K shares2.40%2026-03-312026-05-05

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BA BOEING CO9.0K shares-2.31%2026-03-312026-05-05

CGDG CAPITAL GROUP DIVIDEND GROWE49.5K shares5.05%2026-03-312026-05-05

ITA ISHARES TR8.1K shares-68.13%2026-03-312026-05-05

FDL FIRST TR MORNINGSTAR DIVID L34.2K shares6.60%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC4.8K shares-5.98%2026-03-312026-05-05

SHY ISHARES TR20.9K shares18.53%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC11.7K shares-24.53%2026-03-312026-05-05

NLR VANECK ETF TRUST12.9K shares-33.67%2026-03-312026-05-05

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URNM SPROTT FDS TR27.0K shares-2.52%2026-03-312026-05-05

CMCSA COMCAST CORP NEW59.2K shares40.71%2026-03-312026-05-05

DELL DELL TECHNOLOGIES INC10.2K shares3.27%2026-03-312026-05-05

VB VANGUARD INDEX FDS6.4K shares16.51%2026-03-312026-05-05

IGEB ISHARES TR36.6K shares-86.22%2026-03-312026-05-05

IYG ISHARES TR19.8K shares0.00%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III92.4K shares57.08%2026-03-312026-05-05

IHI ISHARES TR30.6K shares-57.03%2026-03-312026-05-05

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IWF ISHARES TR3.8K shares-0.34%2026-03-312026-05-05

CEF SPROTT PHYSICAL GOLD SILVE33.7K shares-25.29%2026-03-312026-05-05

CGIC CAPITAL GROUP INTERNATIONAL48.4K shares99.90%2026-03-312026-05-05

STRV EA SERIES TRUST38.1K shares2.58%2026-03-312026-05-05

RSPU INVESCO EXCHANGE TRADED FD T19.6K shares0.86%2026-03-312026-05-05

PDBC INVESCO ACTVELY MNGD ETC FD91.8K shares150.55%2026-03-312026-05-05

SOXX ISHARES TR4.7K shares-12.19%2026-03-312026-05-05

HIG HARTFORD FINL SVCS GROUP INC11.5K shares-5.19%2026-03-312026-05-05

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SCZ ISHARES TR19.8K shares20.04%2026-03-312026-05-05

MLPX GLOBAL X FDS21.0K shares16.23%2026-03-312026-05-05

QWLD SPDR INDEX SHS FDS10.7K shares-6.85%2026-03-312026-05-05

UPS UNITED PARCEL SERVICE INC15.6K shares-15.69%2026-03-312026-05-05

IDU ISHARES TR13.2K shares-3.78%2026-03-312026-05-05

AAOI APPLIED OPTOELECTRONICS INC18.1K shares1.36%2026-03-312026-05-05

GAL SSGA ACTIVE ETF TR30.6K shares55.48%2026-03-312026-05-05

JPC NUVEEN PFD INCOME OPPORTUN199.0K shares1.07%2026-03-312026-05-05

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WPM WHEATON PRECIOUS METALS CORP11.4K shares1.29%2026-03-312026-05-05

DFIV DIMENSIONAL ETF TRUST28.2K shares399.26%2026-03-312026-05-05

CENCORA INC CENCORA INC4.7K shares-8.14%2026-03-312026-05-05

TPIF TIMOTHY PLAN40.8K shares-29.30%2026-03-312026-05-05

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HSY HERSHEY CO7.0K shares10.87%2026-03-312026-05-05

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UNH UNITEDHEALTH GROUP INC5.4K shares-6.05%2026-03-312026-05-05

FDN FIRST TR EXCHANGE TRADED FD6.2K shares-5.77%2026-03-312026-05-05

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SCHV SCHWAB STRATEGIC TR47.1K shares-0.86%2026-03-312026-05-05

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RSPT INVESCO EXCHANGE TRADED FD T31.4K shares-0.38%2026-03-312026-05-05

COWG PACER FDS TR42.0K shares10.75%2026-03-312026-05-05

LDOS LEIDOS HOLDINGS INC9.1K shares-12.83%2026-03-312026-05-05

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IYK ISHARES TR20.1K shares-1.78%2026-03-312026-05-05

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC14.1K shares4.07%2026-03-312026-05-05

DFEV DIMENSIONAL ETF TRUST39.1K sharesnew addition2026-03-312026-05-05

TPHD TIMOTHY PLAN33.8K shares28.47%2026-03-312026-05-05

PAMC PACER FDS TR29.1K shares-0.81%2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD35.1K shares-1.18%2026-03-312026-05-05

CINF CINCINNATI FINL CORP8.8K shares1.09%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC4.7K shares-0.23%2026-03-312026-05-05

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DFGR DIMENSIONAL ETF TRUST51.8K shares11.06%2026-03-312026-05-05

QGRO AMERICAN CENTY ETF TR13.1K shares29.95%2026-03-312026-05-05

RPM RPM INTL INC13.7K shares0.02%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL3.5K shares0.87%2026-03-312026-05-05

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BSJQ INVESCO EXCH TRD SLF IDX FD58.5K shares-13.75%2026-03-312026-05-05

FTSL FIRST TR EXCHANGE TRADED FD30.2K shares-9.03%2026-03-312026-05-05

TXN TEXAS INSTRS INC7.0K shares-4.32%2026-03-312026-05-05

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FLRN SPDR SER TR43.7K shares14.19%2026-03-312026-05-05

BAC BANK AMERICA CORP27.5K shares-30.41%2026-03-312026-05-05

USB US BANCORP DEL25.6K shares5.56%2026-03-312026-05-05

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JPIB J P MORGAN EXCHANGE TRADED F27.8K shares24.24%2026-03-312026-05-05

MGK VANGUARD WORLD FD3.6K shares-35.61%2026-03-312026-05-05

VO VANGUARD INDEX FDS4.6K shares0.26%2026-03-312026-05-05

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SDY SPDR SER TR8.8K shares-0.65%2026-03-312026-05-05

KNG FIRST TR EXCHANGE TRADED FD26.5K shares-5.12%2026-03-312026-05-05

ORI OLD REP INTL CORP32.3K shares-3.15%2026-03-312026-05-05

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ADI ANALOG DEVICES INC4.0K shares-2.88%2026-03-312026-05-05

IQV IQVIA HLDGS INC7.4K shares-5.40%2026-03-312026-05-05

BILS SPDR SER TR12.7K shares-1.13%2026-03-312026-05-05

TFC TRUIST FINL CORP27.3K shares55.00%2026-03-312026-05-05

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WM WASTE MGMT INC DEL5.5K shares15.25%2026-03-312026-05-05

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XLV SELECT SECTOR SPDR TR8.5K shares-4.60%2026-03-312026-05-05

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VSGX VANGUARD WORLD FD16.8K shares0.24%2026-03-312026-05-05

BLV VANGUARD BD INDEX FDS17.6K shares3.79%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS25.6K shares-1.39%2026-03-312026-05-05

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CNQ CANADIAN NAT RES LTD24.6K shares-7.51%2026-03-312026-05-05

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APP APPLOVIN CORP2.9K shares3.54%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC1.2K shares-10.25%2026-03-312026-05-05

OKTA OKTA INC14.6K shares-11.17%2026-03-312026-05-05

Sponsored

ED CONSOLIDATED EDISON INC10.1K shares-2.07%2026-03-312026-05-05

BE BLOOM ENERGY CORP8.4K shares352.99%2026-03-312026-05-05

PSFF PACER FDS TR35.6K shares6.85%2026-03-312026-05-05

BAH BOOZ ALLEN HAMILTON HLDG COR14.6K shares51.69%2026-03-312026-05-05

BK BANK NEW YORK MELLON CORP9.6K shares-2.59%2026-03-312026-05-05

MEM MATTHEWS ASIA FDS30.5K shares1.94%2026-03-312026-05-05

IOO ISHARES TR9.3K shares-24.49%2026-03-312026-05-05

SPTS SPDR SER TR38.6K shares-0.28%2026-03-312026-05-05

Sponsored

CIEN CIENA CORP2.9K shares-23.75%2026-03-312026-05-05

SA SEABRIDGE GOLD INC39.6K shares19.36%2026-03-312026-05-05

IHDG WISDOMTREE TR23.3K shares1.16%2026-03-312026-05-05

DAPP VANECK ETF TRUST75.0K shares-24.73%2026-03-312026-05-05

CME CME GROUP INC3.7K shares-6.25%2026-03-312026-05-05

BBLU EA SERIES TRUST74.5K shares-12.69%2026-03-312026-05-05

SBUX STARBUCKS CORP12.3K shares-7.53%2026-03-312026-05-05

CGGE CAPITAL GROUP GLOBAL EQUITY36.0K shares128.15%2026-03-312026-05-05

Sponsored

DIM WISDOMTREE TR13.2K shares1.64%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP1.8K shares-5.56%2026-03-312026-05-05

IWY ISHARES TR4.4K shares-80.05%2026-03-312026-05-05

MSTR MICROSTRATEGY INC8.7K shares17.73%2026-03-312026-05-05

DXCM DEXCOM INC17.0K shares0.03%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO3.3K shares0.00%2026-03-312026-05-05

PFXF VANECK ETF TRUST60.3K shares-9.62%2026-03-312026-05-05

SPGP INVESCO EXCHANGE TRADED FD T9.8K shares-55.44%2026-03-312026-05-05

Sponsored

FYLD CAMBRIA ETF TR28.3K shares-14.12%2026-03-312026-05-05

OKLO OKLO INC21.2K shares8.74%2026-03-312026-05-05

VCSH VANGUARD SCOTTSDALE FDS13.3K shares3.90%2026-03-312026-05-05

FNV FRANCO NEV CORP4.2K shares18.20%2026-03-312026-05-05

IVV

ISHARES TR

5.31%

Shares207.5K

Event2026-03-31

Filed2026-05-05

SPY

SPDR S P 500 ETF TR

36.16%

Shares193.2K

Event2026-03-31

Filed2026-05-05

USMV

ISHARES TR

99.30%

Shares1.1M

Event2026-03-31

Filed2026-05-05

ITOT

ISHARES TR

101.55%

Shares731.4K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

12.55%

Shares120.9K

Event2026-03-31

Filed2026-05-05

VNLA

JANUS DETROIT STR TR

83.35%

Shares1.3M

Event2026-03-31

Filed2026-05-05

IWV

ISHARES TR

8.70%

Shares170.5K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SER TR

27.41%

Shares703.3K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-5.13%

Shares189.7K

Event2026-03-31

Filed2026-05-05

NSC

NORFOLK SOUTHN CORP

56.32%

Shares152.4K

Event2026-03-31

Filed2026-05-05

IXUS

ISHARES TR

-2.57%

Shares463.1K

Event2026-03-31

Filed2026-05-05

PVAL

PUTNAM ETF TRUST

2.89%

Shares850.6K

Event2026-03-31

Filed2026-05-05

FIXD

FIRST TR EXCHNG TRADED FD VI

51.63%

Shares856.7K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-2.07%

Shares100.7K

Event2026-03-31

Filed2026-05-05

SPTM

SPDR SER TR

4.97%

Shares465.5K

Event2026-03-31

Filed2026-05-05

SPDW

SPDR INDEX SHS FDS

2.08%

Shares771.1K

Event2026-03-31

Filed2026-05-05

IEFA

ISHARES TR

54.22%

Shares381.6K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-14.50%

Shares59.0K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

11.94%

Shares435.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

1.06%

Shares69.9K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SER TR

0.63%

Shares591.2K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-4.26%

Shares187.6K

Event2026-03-31

Filed2026-05-05

HDEF

DBX ETF TR

0.61%

Shares998.5K

Event2026-03-31

Filed2026-05-05

HISF

FIRST TR EXCHANGE TRADED FD

59.23%

Shares701.8K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-4.04%

Shares181.1K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

-1.20%

Shares623.7K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SER TR

-7.37%

Shares302.6K

Event2026-03-31

Filed2026-05-05

SPBO

SPDR SER TR

2.30%

Shares1.0M

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX MANAGED FDS

39.17%

Shares457.8K

Event2026-03-31

Filed2026-05-05

ISTB

ISHARES TR

6.67%

Shares581.2K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

80.63%

Shares273.7K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

9.52%

Shares634.6K

Event2026-03-31

Filed2026-05-05

MOAT

VANECK ETF TRUST

-3.27%

Shares253.1K

Event2026-03-31

Filed2026-05-05

EFA

ISHARES TR

16.29%

Shares245.8K

Event2026-03-31

Filed2026-05-05

DCOR

DIMENSIONAL ETF TRUST

10.27%

Shares330.3K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

3.61%

Shares72.0K

Event2026-03-31

Filed2026-05-05

BIL

SPDR SER TR

156.54%

Shares247.6K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

6.04%

Shares116.8K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

-53.82%

Shares554.6K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-2.52%

Shares105.2K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE CO

2.43%

Shares73.1K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

-39.59%

Shares500.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-11.30%

Shares73.9K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-11.79%

Shares73.9K

Event2026-03-31

Filed2026-05-05

SPSB

SPDR SER TR

4.53%

Shares698.1K

Event2026-03-31

Filed2026-05-05

TSPA

T ROWE PRICE ETF INC

0.44%

Shares498.8K

Event2026-03-31

Filed2026-05-05

SPSM

SPDR SER TR

4.05%

Shares411.0K

Event2026-03-31

Filed2026-05-05

GOVT

ISHARES TR

-1.23%

Shares855.4K

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

98.75%

Shares213.9K

Event2026-03-31

Filed2026-05-05

SPMD

SPDR SER TR

4.00%

Shares326.2K

Event2026-03-31

Filed2026-05-05

PULS

PGIM ETF TR

-12.23%

Shares386.9K

Event2026-03-31

Filed2026-05-05

JQUA

J P MORGAN EXCHANGE TRADED F

8.14%

Shares305.5K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

-1.03%

Shares269.5K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORP NEW

-3.30%

Shares88.8K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

5.91%

Shares349.1K

Event2026-03-31

Filed2026-05-05

DFSV

DIMENSIONAL ETF TRUST

-1.41%

Shares486.0K

Event2026-03-31

Filed2026-05-05

WPC

WP CAREY INC

-8.33%

Shares245.2K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-7.62%

Shares51.9K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

13.27%

Shares98.7K

Event2026-03-31

Filed2026-05-05

UCON

FIRST TR EXCHNG TRADED FD VI

44.34%

Shares635.8K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

-8.18%

Shares249.4K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

0.40%

Shares35.4K

Event2026-03-31

Filed2026-05-05

JPIE

J P MORGAN EXCHANGE TRADED F

-3.93%

Shares324.3K

Event2026-03-31

Filed2026-05-05

MBB

ISHARES TR

35.52%

Shares156.5K

Event2026-03-31

Filed2026-05-05

FIRST TR EXCHANGE TRADED FD

-2.69%

Shares243.5K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

30.31%

Shares589.7K

Event2026-03-31

Filed2026-05-05

JEPI

J P MORGAN EXCHANGE TRADED F

13.29%

Shares247.3K

Event2026-03-31

Filed2026-05-05

PSLV

SPROTT PHYSICAL SILVER TR

-20.52%

Shares572.3K

Event2026-03-31

Filed2026-05-05

SMLF

ISHARES TR

13.67%

Shares180.5K

Event2026-03-31

Filed2026-05-05

DFIC

DIMENSIONAL ETF TRUST

5.63%

Shares381.8K

Event2026-03-31

Filed2026-05-05

SPEM

SPDR INDEX SHS FDS

2.58%

Shares280.8K

Event2026-03-31

Filed2026-05-05

ALTL

PACER FDS TR

-9.03%

Shares285.6K

Event2026-03-31

Filed2026-05-05

BUFZ

FIRST TR EXCHNG TRADED FD VI

-11.69%

Shares466.4K

Event2026-03-31

Filed2026-05-05

NEE

NEXTERA ENERGY INC

-0.23%

Shares130.5K

Event2026-03-31

Filed2026-05-05

PTLC

PACER FDS TR

-14.45%

Shares230.8K

Event2026-03-31

Filed2026-05-05

PTNQ

PACER FDS TR

-7.88%

Shares165.1K

Event2026-03-31

Filed2026-05-05

IMFL

INVESCO EXCH TRD SLF IDX FD

6.71%

Shares374.1K

Event2026-03-31

Filed2026-05-05

LMBS

FIRST TR EXCHANGE TRADED FD

18.23%

Shares234.2K

Event2026-03-31

Filed2026-05-05

VOE

VANGUARD INDEX FDS

0.29%

Shares63.3K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

-5.14%

Shares35.4K

Event2026-03-31

Filed2026-05-05

PALC

PACER FDS TR

-7.90%

Shares222.6K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-0.78%

Shares16.1K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

6.73%

Shares153.4K

Event2026-03-31

Filed2026-05-05

PTL

NORTHERN LTS FD TR IV

-3.73%

Shares44.9K

Event2026-03-31

Filed2026-05-05

CRWD

CROWDSTRIKE HLDGS INC

5.27%

Shares28.7K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

-0.05%

Shares112.6K

Event2026-03-31

Filed2026-05-05

SLYV

SPDR SER TR

1.61%

Shares116.6K

Event2026-03-31

Filed2026-05-05

KMI

KINDER MORGAN INC DEL

-6.70%

Shares328.8K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

22.38%

Shares203.6K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

10.88%

Shares74.2K

Event2026-03-31

Filed2026-05-05

FCTR

FIRST TR EXCHANGE TRADED FD

-7.45%

Shares307.6K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

-14.26%

Shares324.2K

Event2026-03-31

Filed2026-05-05