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The Analysis of GeoWealth Management, LLC's Holdings & P&L

Currently, GeoWealth Management, LLC holds 853 types of securities in its portfolio with a total value $2.8B. In the most recent quarter, they have increased their positions in TFLO (+449.6K shares, valued at $22.8M), ZECP (+469.0K shares, valued at $15.9M), SMIZ (+163.1K shares, valued at $6.0M); decreased their positions in SHYG (-128.5K shares, valued at $5.4M), CLSM (-220.6K shares, valued at $5.1M), TDSC (-169.2K shares, valued at $4.4M); initiated new positions in N/A (+21.1K shares, valued at $4.2M), KMLM (+93.3K shares, valued at $2.6M), HDV (+15.9K shares, valued at $2.2M).

1M P&L

+72.7M+2.74%

3M P&L

+8.1M+0.30%

HY P&L

+104.7M+3.99%

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

80.8%

2Semiconductors51.0M

2.0%

3Software - Infrastructure25.5M

1.0%

Top Industries by Stock Count

1N/A397 stocks

49.3%

2Banks - Regional20 stocks

2.5%

3Software - Application15 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IUSB ISHARES TR4.7M shares1.78%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS336.1K shares0.99%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST5.0M shares2.24%2026-03-312026-05-13

VV VANGUARD INDEX FDS425.4K shares0.23%2026-03-312026-05-13

VTI VANGUARD INDEX FDS337.4K shares-1.54%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS2.2M shares-0.30%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST2.4M shares-1.54%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS1.5M shares1.95%2026-03-312026-05-13

Sponsored

DFCF DIMENSIONAL ETF TRUST1.3M shares7.55%2026-03-312026-05-13

IAGG ISHARES TR1.0M shares3.04%2026-03-312026-05-13

VXF VANGUARD INDEX FDS226.4K shares2.40%2026-03-312026-05-13

PYLD PIMCO ETF TR1.7M shares4.70%2026-03-312026-05-13

VXUS VANGUARD STAR FDS580.5K shares-0.66%2026-03-312026-05-13

DFNM DIMENSIONAL ETF TRUST881.1K shares-0.22%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS741.7K shares1.54%2026-03-312026-05-13

SECT NORTHERN LTS FD TR IV538.5K shares5.30%2026-03-312026-05-13

Sponsored

TFLO ISHARES TR624.7K shares256.70%2026-03-312026-05-13

DUHP DIMENSIONAL ETF TRUST761.4K shares3.74%2026-03-312026-05-13

NVDA NVIDIA CORPORATION159.3K shares9.59%2026-03-312026-05-13

ZECP ZACKS TRUST811.7K shares136.81%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST420.7K shares0.36%2026-03-312026-05-13

VO VANGUARD INDEX FDS80.1K shares1.40%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS459.1K shares6.89%2026-03-312026-05-13

AAPL APPLE INC84.8K shares1.08%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP51.3K shares6.73%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR138.7K shares4.42%2026-03-312026-05-13

ALPHABET INC ALPHABET INC56.4K shares-11.17%2026-03-312026-05-13

DFGX DIMENSIONAL ETF TRUST306.3K shares9.96%2026-03-312026-05-13

AMZN AMAZON COM INC71.1K shares-2.10%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T21.9K shares-5.48%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST397.8K shares5.37%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR103.5K shares20.92%2026-03-312026-05-13

Sponsored

META META PLATFORMS INC22.9K shares0.94%2026-03-312026-05-13

AGG ISHARES TR130.9K shares64.19%2026-03-312026-05-13

VB VANGUARD INDEX FDS46.5K shares-2.09%2026-03-312026-05-13

BOND PIMCO ETF TR123.4K shares-18.35%2026-03-312026-05-13

DFGP DIMENSIONAL ETF TRUST206.8K shares15.10%2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR131.6K shares-5.36%2026-03-312026-05-13

SMIZ ZACKS TRUST295.5K shares123.13%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO32.3K shares-1.79%2026-03-312026-05-13

Sponsored

IVV ISHARES TR13.8K shares-9.20%2026-03-312026-05-13

QUIZ ZACKS TRUST335.2K shares114.18%2026-03-312026-05-13

DFAI DIMENSIONAL ETF TRUST227.5K shares4.91%2026-03-312026-05-13

RUNN STRATEGIC TRUST253.5K shares3.34%2026-03-312026-05-13

ALPHABET INC ALPHABET INC27.6K shares-2.53%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC22.4K shares3.80%2026-03-312026-05-13

WELL WELLTOWER INC38.1K shares-23.53%2026-03-312026-05-13

VBR VANGUARD INDEX FDS33.3K shares0.34%2026-03-312026-05-13

Sponsored

MINO PIMCO ETF TR159.8K shares8.43%2026-03-312026-05-13

DFGR DIMENSIONAL ETF TRUST263.7K shares11.19%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR85.6K shares-0.21%2026-03-312026-05-13

MA MASTERCARD INCORPORATED13.5K shares0.47%2026-03-312026-05-13

BROADCOM INC BROADCOM INC21.5K shares0.16%2026-03-312026-05-13

BDYN BLACKROCK ETF TRUST265.8K shares18.19%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR128.5K shares-4.23%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F45.6K shares-2.30%2026-03-312026-05-13

Sponsored

SUSL ISHARES TR51.0K shares-9.55%2026-03-312026-05-13

ITOT ISHARES TR40.6K shares-0.84%2026-03-312026-05-13

SMLF ISHARES TR76.6K shares2.88%2026-03-312026-05-13

PLD PROLOGIS INC.43.6K shares-2.53%2026-03-312026-05-13

IEFA ISHARES TR63.4K shares6.83%2026-03-312026-05-13

V VISA INC19.0K shares6.18%2026-03-312026-05-13

SPYM SPDR SERIES TRUST73.1K shares16.31%2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS115.8K shares73.20%2026-03-312026-05-13

Sponsored

IXUS ISHARES TR62.6K shares-1.64%2026-03-312026-05-13

SPMD SPDR SERIES TRUST91.2K shares-1.05%2026-03-312026-05-13

GSIE GOLDMAN SACHS ETF TR124.9K shares2.91%2026-03-312026-05-13

WMT WALMART INC42.8K shares-7.91%2026-03-312026-05-13

AOA ISHARES TR59.9K shares-4.01%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR205.6K shares76.03%2026-03-312026-05-13

TJX TJX COS INC NEW30.9K shares-10.38%2026-03-312026-05-13

CRM SALESFORCE INC25.9K shares26.56%2026-03-312026-05-13

Sponsored

LCTU BLACKROCK ETF TRUST68.7K shares-7.01%2026-03-312026-05-13

AMAT APPLIED MATLS INC14.0K shares5.45%2026-03-312026-05-13

IVW ISHARES TR41.6K shares-1.13%2026-03-312026-05-13

EQIX EQUINIX INC4.8K shares0.46%2026-03-312026-05-13

PEP PEPSICO INC29.9K shares0.64%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR139.1K shares42.44%2026-03-312026-05-13

SPIB SPDR SERIES TRUST135.2K shares78.77%2026-03-312026-05-13

GROZ ZACKS TRUST164.4K shares255.02%2026-03-312026-05-13

Sponsored

XLV SELECT SECTOR SPDR TR30.4K shares4.23%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC51.5K shares1.21%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS75.6K shares81.05%2026-03-312026-05-13

CB CHUBB LTD SWITZ13.3K shares9.81%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC8.7K shares13.82%2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC21.1K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC12.1K shares131.82%2026-03-312026-05-13

ESGU ISHARES TR28.8K shares1.99%2026-03-312026-05-13

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.5K shares4.08%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR138.2K shares-12.06%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR35.8K shares15.50%2026-03-312026-05-13

INTU INTUIT9.2K shares18.67%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC23.9K shares11.15%2026-03-312026-05-13

LLY ELI LILLY & CO4.3K shares-3.09%2026-03-312026-05-13

AOR ISHARES TR59.2K shares-0.05%2026-03-312026-05-13

SPSM SPDR SERIES TRUST78.5K shares193.13%2026-03-312026-05-13

Sponsored

ESGD ISHARES TR39.5K shares-11.66%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON15.4K shares13.37%2026-03-312026-05-13

BKNG BOOKING HOLDINGS INC892 shares11.36%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP39.7K shares3.32%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR33.9K shares59.37%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW19.6K shares-6.84%2026-03-312026-05-13

TXN TEXAS INSTRS INC18.8K shares-10.78%2026-03-312026-05-13

BCS BARCLAYS PLC170.7K shares25.28%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP21.2K shares8.05%2026-03-312026-05-13

TSLA TESLA INC9.7K shares9.67%2026-03-312026-05-13

ESGE ISHARES INC77.3K shares-10.88%2026-03-312026-05-13

QUAL ISHARES TR18.0K shares4.77%2026-03-312026-05-13

DCOR DIMENSIONAL ETF TRUST47.0K shares15.01%2026-03-312026-05-13

SUSC ISHARES TR144.3K shares0.54%2026-03-312026-05-13

CLSM EXCHANGE LISTED FDS TR143.5K shares-60.59%2026-03-312026-05-13

DSI ISHARES TR27.3K shares-8.21%2026-03-312026-05-13

Sponsored

XLSR SSGA ACTIVE TR55.7K shares2.41%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS40.2K shares61.94%2026-03-312026-05-13

MINT PIMCO ETF TR31.2K shares26.50%2026-03-312026-05-13

ABBV ABBVIE INC14.2K shares-13.81%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC17.0K shares-8.34%2026-03-312026-05-13

ASML ASML HLDG NV2.3K shares55.30%2026-03-312026-05-13

GSY INVESCO ACTIVELY MANAGED EXC59.4K shares41.09%2026-03-312026-05-13

WLDR TWO RDS SHARED TR79.8K shares2.43%2026-03-312026-05-13

Sponsored

PMBS PIMCO ETF TR59.4K shares23.11%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP13.4K shares51.78%2026-03-312026-05-13

TMUS T-MOBILE US INC13.6K shares4.44%2026-03-312026-05-13

FTXL FIRST TR EXCHANGE TRADED FD19.2K shares515.16%2026-03-312026-05-13

GEM GOLDMAN SACHS ETF TR64.8K shares2.06%2026-03-312026-05-13

USXF ISHARES TR50.6K shares1.80%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR16.9K shares7.63%2026-03-312026-05-13

VUSB VANGUARD BD INDEX FDS54.8K shares-0.59%2026-03-312026-05-13

Sponsored

MCK MCKESSON CORP3.1K shares-14.72%2026-03-312026-05-13

QCOM QUALCOMM INC20.5K shares-2.25%2026-03-312026-05-13

KMLM KRANESHARES TRUST93.3K sharesnew addition2026-03-312026-05-13

NEAR ISHARES U S ETF TR51.0K shares-0.89%2026-03-312026-05-13

CSCO CISCO SYS INC32.5K shares12.60%2026-03-312026-05-13

CORP PIMCO ETF TR25.8K shares-3.77%2026-03-312026-05-13

EAGG ISHARES TR51.9K shares12.92%2026-03-312026-05-13

IEUR ISHARES TR35.1K shares27.91%2026-03-312026-05-13

Sponsored

WFC WELLS FARGO & CO30.9K shares-8.72%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS26.2K shares43.24%2026-03-312026-05-13

BBUS J P MORGAN EXCHANGE TRADED F20.6K shares7.36%2026-03-312026-05-13

IJH ISHARES TR35.4K shares-5.31%2026-03-312026-05-13

BAC BANK AMERICA CORP48.9K shares-20.68%2026-03-312026-05-13

JMSI J P MORGAN EXCHANGE TRADED F47.7K shares-8.42%2026-03-312026-05-13

HST HOST HOTELS & RESORTS INC123.1K shares-5.11%2026-03-312026-05-13

IWV ISHARES TR6.3K shares-0.02%2026-03-312026-05-13

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RAYD ADVISORS INNER CIRCLE FD III73.2K shares5.61%2026-03-312026-05-13

LDUR PIMCO ETF TR24.3K shares47.02%2026-03-312026-05-13

BIL SPDR SERIES TRUST25.2K shares237.24%2026-03-312026-05-13

IRM IRON MTN INC DEL22.1K shares8.57%2026-03-312026-05-13

ETFS GOLD TR ETFS GOLD TR50.4K shares497.71%2026-03-312026-05-13

SPGI S&P GLOBAL INC5.3K shares-4.55%2026-03-312026-05-13

AMT AMERICAN TOWER CORP12.9K shares-11.09%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR26.6K shares-4.17%2026-03-312026-05-13

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VEA VANGUARD TAX-MANAGED FDS34.0K shares0.10%2026-03-312026-05-13

LVHI LEGG MASON ETF INVT53.7K shares24.41%2026-03-312026-05-13

HDV ISHARES TR15.9K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORPORATION10.1K shares9.25%2026-03-312026-05-13

CAH CARDINAL HEALTH INC9.9K shares-4.51%2026-03-312026-05-13

O REALTY INCOME CORP33.4K shares0.94%2026-03-312026-05-13

IWL ISHARES TR12.5K shares-10.37%2026-03-312026-05-13

CMI CUMMINS INC3.7K shares19.91%2026-03-312026-05-13

Sponsored

COP CONOCOPHILLIPS14.8K shares8.39%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR31.4K shares34.31%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II8.0K shares-66.10%2026-03-312026-05-13

EIX EDISON INTL25.9K shares113.07%2026-03-312026-05-13

IEMG ISHARES INC27.0K shares24.99%2026-03-312026-05-13

TLT ISHARES TR21.7K shares-56.63%2026-03-312026-05-13

IQV IQVIA HLDGS INC11.0K shares1.20%2026-03-312026-05-13

SAP SAP SE10.9K shares60.87%2026-03-312026-05-13

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DGCB DIMENSIONAL ETF TRUST33.9K shares102.74%2026-03-312026-05-13

ADI ANALOG DEVICES INC5.8K shares-11.15%2026-03-312026-05-13

ORCL ORACLE CORP12.4K shares12.65%2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS2.3K sharesnew addition2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE6.3K shares18.10%2026-03-312026-05-13

SNY SANOFI SA37.0K shares15.22%2026-03-312026-05-13

HYG ISHARES TR22.3K shares5.17%2026-03-312026-05-13

PGX INVESCO EXCH TRADED FD TR II161.6K shares-0.23%2026-03-312026-05-13

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EUSB ISHARES TR40.3K shares-9.81%2026-03-312026-05-13

IVE ISHARES TR8.2K shares-5.44%2026-03-312026-05-13

BP BP PLC36.6K shares19.81%2026-03-312026-05-13

ELV ELEVANCE HEALTH INC FORMERLY5.8K shares34.38%2026-03-312026-05-13

PSA PUBLIC STORAGE OPER CO6.3K shares-6.19%2026-03-312026-05-13

NFLX NETFLIX INC.17.7K shares15.63%2026-03-312026-05-13

MUST COLUMBIA ETF TR I82.2K sharesnew addition2026-03-312026-05-13

EVUS ISHARES TR52.9K shares-9.12%2026-03-312026-05-13

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JAAA JANUS DETROIT STR TR33.2K shares-38.44%2026-03-312026-05-13

SHYG ISHARES TR39.4K shares-76.54%2026-03-312026-05-13

EXR EXTRA SPACE STORAGE INC12.7K shares-3.84%2026-03-312026-05-13

TDSC EXCHANGE LISTED FDS TR63.9K shares-72.59%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC12.1K shares-1.39%2026-03-312026-05-13

NVS NOVARTIS AG10.6K shares1.32%2026-03-312026-05-13

VLO VALERO ENERGY CORP6.6K shares383.48%2026-03-312026-05-13

CMCSA COMCAST CORP NEW56.4K shares44.10%2026-03-312026-05-13

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.7K shares5.54%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO5.0K shares16.62%2026-03-312026-05-13

XMHQ INVESCO EXCHANGE TRADED FD T15.4K shares3.63%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR34.5K shares39.09%2026-03-312026-05-13

VICI VICI PPTYS INC57.6K shares-12.65%2026-03-312026-05-13

BDX BECTON DICKINSON & CO9.9K shares26.67%2026-03-312026-05-13

MGC VANGUARD WORLD FD6.6K shares-12.61%2026-03-312026-05-13

GLW CORNING INC11.3K shares53.08%2026-03-312026-05-13

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WDC WESTERN DIGITAL CORP5.7K shares31.13%2026-03-312026-05-13

LQD ISHARES TR14.0K shares38.13%2026-03-312026-05-13

VUG VANGUARD INDEX FDS3.5K shares-8.60%2026-03-312026-05-13

SBUX STARBUCKS CORP16.8K shares-0.04%2026-03-312026-05-13

TMAT NORTHERN LTS FD TR IV65.1K shares3.84%2026-03-312026-05-13

RELX RELX PLC45.1K shares74.90%2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC18.3K shares-11.53%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP12.5K shares-44.12%2026-03-312026-05-13

Sponsored

ES EVERSOURCE ENERGY21.4K shares53.61%2026-03-312026-05-13

SPTM SPDR SERIES TRUST18.7K shares3.93%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.4K shares34.06%2026-03-312026-05-13

RTX RTX CORPORATION7.6K shares3.10%2026-03-312026-05-13

OMC OMNICOM GROUP INC19.4K shares12.84%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC20.2K shares34.44%2026-03-312026-05-13

QLD PROSHARES TR23.5K shares-2.94%2026-03-312026-05-13

ECL ECOLAB INC5.4K shares7.48%2026-03-312026-05-13

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SSO PROSHARES TR27.4K shares-2.93%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC8.6K shares38.96%2026-03-312026-05-13

CCL CARNIVAL CORP53.8K shares17.36%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC6.8K shares13.84%2026-03-312026-05-13

DMXF ISHARES TR18.2K sharesnew addition2026-03-312026-05-13

BDVL BLACKROCK ETF TRUST55.4K shares-2.41%2026-03-312026-05-13

ESS ESSEX PPTY TR INC5.6K shares-8.35%2026-03-312026-05-13

DIS DISNEY WALT CO14.0K shares3.87%2026-03-312026-05-13

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TOTALENERGIES SE TOTALENERGIES SE14.6K shares428.08%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC11.0K shares10.84%2026-03-312026-05-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY16.7K shares22.49%2026-03-312026-05-13

PHG KONINKLIJKE PHILIPS N V47.8K shares34.68%2026-03-312026-05-13

AGGH SIMPLIFY EXCHANGE TRADED FUN64.0K sharesnew addition2026-03-312026-05-13

IEF ISHARES TR13.6K shares16.55%2026-03-312026-05-13

BUYW NORTHERN LTS FD TR IV91.8K shares7.07%2026-03-312026-05-13

SYK STRYKER CORPORATION3.9K shares46.59%2026-03-312026-05-13

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AXP AMERICAN EXPRESS CO4.2K shares4.14%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC8.5K shares-13.32%2026-03-312026-05-13

VFLO VICTORY PORTFOLIOS II31.4K shares20.97%2026-03-312026-05-13

ADSK AUTODESK INC5.2K shares-6.12%2026-03-312026-05-13

AVRE AMERICAN CENTY ETF TR28.1K shares7.85%2026-03-312026-05-13

TIP ISHARES TR11.0K shares23.41%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST35.1K shares32.74%2026-03-312026-05-13

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FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW11.4K shares3.68%2026-03-312026-05-13

SMMU PIMCO ETF TR24.0K sharesnew addition2026-03-312026-05-13

ANDE ANDERSONS INC16.6K sharesnew addition2026-03-312026-05-13

TMSL T ROWE PRICE ETF INC32.5K shares144.04%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II22.7K shares30.83%2026-03-312026-05-13

AVB AVALONBAY CMNTYS INC7.2K shares-17.59%2026-03-312026-05-13

ROE EA SERIES TRUST33.2K shares3.17%2026-03-312026-05-13

VTV VANGUARD INDEX FDS6.0K shares-0.18%2026-03-312026-05-13

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HYS PIMCO ETF TR12.5K shares6.23%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN7.4K shares206.27%2026-03-312026-05-13

NOW SERVICENOW INC11.2K shares-4.56%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.1K shares274.27%2026-03-312026-05-13

DEO DIAGEO PLC15.4K shares-3.96%2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I3.9K shares4.82%2026-03-312026-05-13

MCO MOODYS CORP2.6K shares-24.61%2026-03-312026-05-13

AGGA EA SERIES TRUST45.2K shares4.90%2026-03-312026-05-13

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BXP BXP INC21.8K shares-14.66%2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO66.7K shares113.17%2026-03-312026-05-13

BUD ANHEUSER BUSCH INBEV SA NV16.1K shares20.32%2026-03-312026-05-13

GQQQ EA SERIES TRUST38.7K shares4.90%2026-03-312026-05-13

VTR VENTAS INC13.6K shares-0.59%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.3K shares-9.46%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO17.9K shares67.53%2026-03-312026-05-13

JBND J P MORGAN EXCHANGE TRADED F20.1K shares62.65%2026-03-312026-05-13

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FMF FIRST TR EXCHANGE-TRADED FD21.4K shares0.05%2026-03-312026-05-13

SSRM SSR MINING IN36.8K shares-3.90%2026-03-312026-05-13

IWY ISHARES TR4.3K shares-5.59%2026-03-312026-05-13

INTC INTEL CORP24.4K shares-1.29%2026-03-312026-05-13

DGRO ISHARES TR15.3K shares-2.20%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.2K shares-25.94%2026-03-312026-05-13

IEI ISHARES TR9.0K shares7.94%2026-03-312026-05-13

EQIN COLUMBIA ETF TR I21.6K shares3.91%2026-03-312026-05-13

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HD HOME DEPOT INC3.2K shares1.48%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F22.1K shares17.94%2026-03-312026-05-13

PG PROCTER & GAMBLE CO7.2K shares2.55%2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC2.2K shares3.71%2026-03-312026-05-13

MCD MCDONALDS CORP3.3K shares-3.02%2026-03-312026-05-13

BKR BAKER HUGHES COMPANY16.8K shares-1.01%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC20.3K shares24.53%2026-03-312026-05-13

UNILEVER PLC UNILEVER PLC17.8K shares-0.79%2026-03-312026-05-13

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UDR UDR INC30.1K shares-6.98%2026-03-312026-05-13

UBS UBS GROUP AG25.9K shares129.60%2026-03-312026-05-13

SPSB SPDR SERIES TRUST33.5K shares-31.42%2026-03-312026-05-13

LINDE PLC LINDE PLC2.0K shares-3.06%2026-03-312026-05-13

USDU WISDOMTREE TR38.1K sharesnew addition2026-03-312026-05-13

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NATIONAL GRID PLC NATIONAL GRID PLC11.8K shares34.75%2026-03-312026-05-13

MO ALTRIA GROUP INC15.1K shares64.62%2026-03-312026-05-13

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EMDM FIRST TR EXCHANGE-TRADED FD28.2K shares2.54%2026-03-312026-05-13

KO COCA COLA CO13.0K shares0.71%2026-03-312026-05-13

FAAR FIRST TR EXCHANGE TRAD FD VI29.2K shares-8.31%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS4.1K shares7.54%2026-03-312026-05-13

AGX ARGAN INC1.8K sharesnew addition2026-03-312026-05-13

NVO NOVO-NORDISK A S26.5K shares15.50%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR19.5K shares373.69%2026-03-312026-05-13

ABNB AIRBNB INC7.7K shares7.67%2026-03-312026-05-13

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KIM KIMCO REALTY CORP43.0K shares-5.52%2026-03-312026-05-13

IYZ ISHARES TR24.5K sharesnew addition2026-03-312026-05-13

BND VANGUARD BD INDEX FDS13.0K shares12.41%2026-03-312026-05-13

T AT&T INC32.8K shares8.23%2026-03-312026-05-13

CENCORA INC CENCORA INC3.0K shares-3.95%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC2.6K shares-10.85%2026-03-312026-05-13

NATWEST GROUP PLC NATWEST GROUP PLC63.4K shares125.09%2026-03-312026-05-13

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AON PLC AON PLC2.9K sharesnew addition2026-03-312026-05-13

MS MORGAN STANLEY5.6K shares20.54%2026-03-312026-05-13

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CW CURTISS WRIGHT CORP1.4K shares-19.75%2026-03-312026-05-13

NUSC NUSHARES ETF TR20.4K shares-13.95%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP1.5K shares0.93%2026-03-312026-05-13

ELS EQUITY LIFESTYLE PROPERTIES14.6K shares46.65%2026-03-312026-05-13

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EWY ISHARES INC7.4K shares-47.59%2026-03-312026-05-13

PFE PFIZER INC32.4K shares40.79%2026-03-312026-05-13

AMGN AMGEN INC2.6K shares1.57%2026-03-312026-05-13

CAT CATERPILLAR INC1.3K shares7.38%2026-03-312026-05-13

FISR SSGA ACTIVE TR34.7K shares19.83%2026-03-312026-05-13

LCTD BLACKROCK ETF TRUST16.1K shares15.10%2026-03-312026-05-13

IWR ISHARES TR9.1K shares-0.12%2026-03-312026-05-13

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NEM NEWMONT CORP8.2K shares16.09%2026-03-312026-05-13

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ACWX ISHARES TR12.9K sharesnew addition2026-03-312026-05-13

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VSAT VIASAT INC19.1K sharesnew addition2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K sharesnew addition2026-03-312026-05-13

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SW SMURFIT WESTROCK PLC21.8K shares25.97%2026-03-312026-05-13

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CIEN CIENA CORP2.2K sharesnew addition2026-03-312026-05-13

FCTR FIRST TR EXCHANGE-TRADED FD24.1K shares-0.72%2026-03-312026-05-13

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DFSV DIMENSIONAL ETF TRUST24.4K shares59.36%2026-03-312026-05-13

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ED CONSOLIDATED EDISON INC7.5K sharesnew addition2026-03-312026-05-13

HON HONEYWELL INTL INC3.8K shares-4.18%2026-03-312026-05-13

DMBS DOUBLELINE ETF TRUST17.2K shares10.28%2026-03-312026-05-13

DB DEUTSCHE BK AG28.5K shares19.09%2026-03-312026-05-13

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CHKP CHECK POINT SOFTWARE TECH LT5.9K shares6.96%2026-03-312026-05-13

FTSM FIRST TR EXCHANGE-TRADED FD14.1K sharesnew addition2026-03-312026-05-13

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EQR EQUITY RESIDENTIAL14.0K shares8.20%2026-03-312026-05-13

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OHI OMEGA HEALTHCARE INVS INC18.6K shares-7.30%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST17.0K shares23.77%2026-03-312026-05-13

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HII HUNTINGTON INGALLS INDS INC2.1K shares49.51%2026-03-312026-05-13

DXCM DEXCOM INC12.7K shares-6.13%2026-03-312026-05-13

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BTI BRITISH AMERN TOB PLC13.5K shares23.33%2026-03-312026-05-13

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CTRE CARETRUST REIT INC21.3K shares58.76%2026-03-312026-05-13

GEV GE VERNOVA INC892 shares-13.57%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F15.3K shares14.42%2026-03-312026-05-13

SPYG SPDR SERIES TRUST7.9K shares53.46%2026-03-312026-05-13

BTAL AGF INVTS TR55.0K sharesnew addition2026-03-312026-05-13

RY ROYAL BK CDA4.7K shares36.12%2026-03-312026-05-13

TDSB EXCHANGE LISTED FDS TR31.1K shares-73.61%2026-03-312026-05-13

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AEP AMERICAN ELEC PWR CO INC5.7K shares120.84%2026-03-312026-05-13

SGOV ISHARES TR7.4K shares205.23%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC4.6K shares-13.13%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP2.7K shares15.66%2026-03-312026-05-13

TFC TRUIST FINL CORP15.8K shares39.75%2026-03-312026-05-13

PPL PPL CORP19.0K shares2.74%2026-03-312026-05-13

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CITIGROUP INC CITIGROUP INC6.4K shares1.70%2026-03-312026-05-13

KRC KILROY REALTY CORP25.5K shares-25.46%2026-03-312026-05-13

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CLOA BLACKROCK ETF TRUST II13.8K shares55.98%2026-03-312026-05-13

EINC VANECK ETF TRUST6.1K sharesnew addition2026-03-312026-05-13

EWJ ISHARES INC8.5K shares36.86%2026-03-312026-05-13

GLPI GAMING & LEISURE P16.0K shares47.71%2026-03-312026-05-13

PDBC INVESCO ACTVELY MNGD ETC FD41.1K shares40.26%2026-03-312026-05-13

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VLUE ISHARES TR4.9K sharesnew addition2026-03-312026-05-13

AVSF AMERICAN CENTY ETF TR15.0K sharesnew addition2026-03-312026-05-13

NBIS NEBIUS GROUP N.V.6.7K shares64.32%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC2.6K shares-16.66%2026-03-312026-05-13

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SUI SUN CMNTYS INC5.5K shares-10.17%2026-03-312026-05-13

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IGEB ISHARES TR15.1K shares8.26%2026-03-312026-05-13

ENB ENBRIDGE INC12.5K shares1.30%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC3.3K shares-4.74%2026-03-312026-05-13

LAMR LAMAR ADVERTISING CO5.3K shares-2.93%2026-03-312026-05-13

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC14.7K shares-22.25%2026-03-312026-05-13

MELI MERCADOLIBRE INC388 shares-7.40%2026-03-312026-05-13

RING ISHARES INC8.5K shares8.97%2026-03-312026-05-13

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APH AMPHENOL CORP5.3K shares-45.72%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC2.9K shares76.45%2026-03-312026-05-13

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KMI KINDER MORGAN INC DEL19.7K shares-8.50%2026-03-312026-05-13

ETR ENTERGY CORP NEW5.9K shares45.74%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F12.2K shares-0.42%2026-03-312026-05-13

IDEV ISHARES TR7.9K shares-11.15%2026-03-312026-05-13

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NDAQ NASDAQ INC7.6K shares-20.82%2026-03-312026-05-13

VRE VERIS RESIDENTIAL INC34.1K shares61.27%2026-03-312026-05-13

GSK PLC GSK PLC11.6K shares6.56%2026-03-312026-05-13

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CCJ CAMECO CORP5.8K sharesnew addition2026-03-312026-05-13

EIS ISHARES INC5.5K sharesnew addition2026-03-312026-05-13

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SYY SYSCO CORP8.8K shares3.23%2026-03-312026-05-13

EMR EMERSON ELEC CO4.8K shares-5.58%2026-03-312026-05-13

EBAY EBAY INC.6.9K shares-33.20%2026-03-312026-05-13

HSY HERSHEY CO3.0K shares0.07%2026-03-312026-05-13

HCA HCA HEALTHCARE INC1.3K shares-14.23%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP13.4K shares145.32%2026-03-312026-05-13

ITA ISHARES TR2.8K shares682.87%2026-03-312026-05-13

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AMRZ AMRIZE LTD11.0K sharesnew addition2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR19.9K sharesnew addition2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC5.0K shares44.86%2026-03-312026-05-13

MT ARCELORMITTAL SA LUXEMBOURG11.7K shares19.58%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP3.3K shares6.89%2026-03-312026-05-13

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DOC HEALTHPEAK PROPERTIES INC36.6K shares-7.14%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR1.0K shares-46.28%2026-03-312026-05-13

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AFL AFLAC INC5.4K shares0.63%2026-03-312026-05-13

ILMN ILLUMINA INC4.8K shares6.62%2026-03-312026-05-13

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.5K sharesnew addition2026-03-312026-05-13

MPC MARATHON PETE CORP2.4K sharesnew addition2026-03-312026-05-13

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SR SPIRE INC6.3K shares0.51%2026-03-312026-05-13

PTLC PACER FDS TR10.9K sharesnew addition2026-03-312026-05-13

WY WEYERHAEUSER CO23.3K shares-16.01%2026-03-312026-05-13

XYL XYLEM INC4.7K shares-15.61%2026-03-312026-05-13

QUS SPDR SERIES TRUST3.3K shares-9.16%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.3K shares5.85%2026-03-312026-05-13

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TGT TARGET CORP4.6K sharesnew addition2026-03-312026-05-13

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MPWR MONOLITHIC PWR SYS INC503 shares126.58%2026-03-312026-05-13

NTCT NETSCOUT SYS INC17.3K sharesnew addition2026-03-312026-05-13

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VRTX VERTEX PHARMACEUTICALS INC1.2K shares19.50%2026-03-312026-05-13

BSTP INNOVATOR ETFS TRUST14.9K sharesnew addition2026-03-312026-05-13

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GLD SPDR GOLD TR1.2K shares16.48%2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD10.6K shares6.30%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC1.3K shares5.67%2026-03-312026-05-13

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GFI GOLD FIELDS LTD11.6K sharesnew addition2026-03-312026-05-13

LYG LLOYDS BANKING GROUP PLC102.7K shares8.25%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR10.6K shares-5.78%2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II4.6K shares-80.28%2026-03-312026-05-13

QLTA ISHARES TR10.8K shares7.01%2026-03-312026-05-13

CME CME GROUP INC1.7K shares31.15%2026-03-312026-05-13

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CVS CVS HEALTH CORP6.9K shares64.97%2026-03-312026-05-13

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MSI MOTOROLA SOLUTIONS INC1.1K shares-25.31%2026-03-312026-05-13

SHG SHINHAN FINANCIAL GROUP CO L7.9K shares-7.67%2026-03-312026-05-13

SPTS SPDR SERIES TRUST16.6K shares-41.15%2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC1.4K shares-6.36%2026-03-312026-05-13

Sponsored

LST MANAGED PORTFOLIO SERIES11.9K sharesnew addition2026-03-312026-05-13

ADC AGREE RLTY CORP6.3K shares-14.80%2026-03-312026-05-13

SO SOUTHERN CO4.9K shares12.36%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP7.4K shares34.58%2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC3.8K shares5.86%2026-03-312026-05-13

VEEV VEEVA SYS INC2.6K shares27.80%2026-03-312026-05-13

MUB ISHARES TR4.3K shares-11.93%2026-03-312026-05-13

TE CONNECTIVITY PLC TE CONNECTIVITY PLC2.2K shares6.37%2026-03-312026-05-13

Sponsored

SNN SMITH & NEPHEW PLC14.2K shares36.36%2026-03-312026-05-13

TDIV FIRST TR EXCHANGE TRADED FD4.8K shares-8.42%2026-03-312026-05-13

SHOP SHOPIFY INC3.8K shares-37.29%2026-03-312026-05-13

FN FABRINET854 shares95.87%2026-03-312026-05-13

WPC WP CAREY INC6.5K shares-6.28%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD6.5K shares-19.01%2026-03-312026-05-13

NEE NEXTERA ENERGY INC4.7K shares50.13%2026-03-312026-05-13

HR HEALTHCARE RLTY TR25.7K shares-13.97%2026-03-312026-05-13

Sponsored

AJG GALLAGHER ARTHUR J & CO2.0K shares15.19%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD3.4K shares7.30%2026-03-312026-05-13

AUSF GLOBAL X FDS8.9K shares-10.06%2026-03-312026-05-13

SHLD GLOBAL X FDS6.1K shares15.96%2026-03-312026-05-13

IUSB

ISHARES TR

1.78%

Shares4.7M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.99%

Shares336.1K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

2.24%

Shares5.0M

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.23%

Shares425.4K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-1.54%

Shares337.4K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

-0.30%

Shares2.2M

Event2026-03-31

Filed2026-05-13

DFAX

DIMENSIONAL ETF TRUST

-1.54%

Shares2.4M

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

1.95%

Shares1.5M

Event2026-03-31

Filed2026-05-13

DFCF

DIMENSIONAL ETF TRUST

7.55%

Shares1.3M

Event2026-03-31

Filed2026-05-13

IAGG

ISHARES TR

3.04%

Shares1.0M

Event2026-03-31

Filed2026-05-13

VXF

VANGUARD INDEX FDS

2.40%

Shares226.4K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

4.70%

Shares1.7M

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-0.66%

Shares580.5K

Event2026-03-31

Filed2026-05-13

DFNM

DIMENSIONAL ETF TRUST

-0.22%

Shares881.1K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

1.54%

Shares741.7K

Event2026-03-31

Filed2026-05-13

SECT

NORTHERN LTS FD TR IV

5.30%

Shares538.5K

Event2026-03-31

Filed2026-05-13

TFLO

ISHARES TR

256.70%

Shares624.7K

Event2026-03-31

Filed2026-05-13

DUHP

DIMENSIONAL ETF TRUST

3.74%

Shares761.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

9.59%

Shares159.3K

Event2026-03-31

Filed2026-05-13

ZECP

ZACKS TRUST

136.81%

Shares811.7K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

0.36%

Shares420.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

1.40%

Shares80.1K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

6.89%

Shares459.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

1.08%

Shares84.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

6.73%

Shares51.3K

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

4.42%

Shares138.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-11.17%

Shares56.4K

Event2026-03-31

Filed2026-05-13

DFGX

DIMENSIONAL ETF TRUST

9.96%

Shares306.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-2.10%

Shares71.1K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-5.48%

Shares21.9K

Event2026-03-31

Filed2026-05-13

DFIC

DIMENSIONAL ETF TRUST

5.37%

Shares397.8K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

20.92%

Shares103.5K

Event2026-03-31

Filed2026-05-13