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The Analysis of GGM Financial LLC's Holdings & P&L

Currently, GGM Financial LLC holds 236 types of securities in its portfolio with a total value $217.3M. In the most recent quarter, they have increased their positions in IGV (+127.9K shares, valued at $10.2M), JGRO (+62.0K shares, valued at $5.2M), IEFA (+16.8K shares, valued at $1.5M); decreased their positions in IAK (-72.5K shares, valued at $9.3M), JAVA (-7.3K shares, valued at $524.1K), MSFT (-423 shares, valued at $156.6K); initiated new positions in IGV (+127.9K shares, valued at $10.2M), ESGV (+9.4K shares, valued at $1.1M), VRT (+2.1K shares, valued at $524.3K).

1M P&L

-510.5K-0.24%

3M P&L

+1.1M+0.51%

HY P&L

+5.4M+2.65%

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/A181.3M

90.5%

2Semiconductors2.3M

1.2%

3Drug Manufacturers - General2.3M

1.2%

Top Industries by Stock Count

1N/A116 stocks

55.8%

2Drug Manufacturers - General5 stocks

2.4%

3Semiconductors5 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JGRO JPmorgan Active Growth ETF601.2K shares11.49%2026-03-312026-05-12

BUFF Innovator Laddered Fund of S&P 500 Power Buffer ETF548.4K shares4.51%2026-03-312026-05-12

GPIQ Goldman Sachs NASDAQ - 100 Premium Income ETF403.9K shares6.92%2026-03-312026-05-12

IWR iShares Russell Mid-Cap ETF142.6K shares3.13%2026-03-312026-05-12

IGV iShares Expanded Tech-Software Sector ETF127.9K sharesnew addition2026-03-312026-05-12

HMOP Hartford Municipal Opportunities ETF214.3K shares22.33%2026-03-312026-05-12

MMIT NYLI Mackay Muni Intermediate ETF248.1K shares15.86%2026-03-312026-05-12

PVAL Putnam Focused Large-Cap Value ETF119.1K shares14.04%2026-03-312026-05-12

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IEFA iShares Core MSCI EAFE ETF58.2K shares40.51%2026-03-312026-05-12

JAVA JPMorgan Active Value ETF67.2K shares-9.81%2026-03-312026-05-12

JBND JPMorgan Active Bond ETF55.0K shares7.49%2026-03-312026-05-12

Invesco QQQ Trust Invesco QQQ Trust5.0K shares-0.44%2026-03-312026-05-12

USMV iShares MSCI USA Min Vol Factor ETF30.5K shares-0.41%2026-03-312026-05-12

JMHI JPMorgan High Yield Municipal ETF55.8K shares5.11%2026-03-312026-05-12

MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund47.6K shares33.21%2026-03-312026-05-12

IWF iShares Russell 1000 Growth ETF5.8K shares16.35%2026-03-312026-05-12

Sponsored

BKDV Bank of New York Mellon Dynamic Value ETF65.3K shares67.03%2026-03-312026-05-12

NVDA Nvidia Corp10.8K shares-4.33%2026-03-312026-05-12

AAPL Apple Inc6.9K shares-6.24%2026-03-312026-05-12

DGRW WisdomTree U.S. Quality Dividend Growth Fund19.0K shares2.48%2026-03-312026-05-12

EFV iShares MSCI EAFE Value ETF21.9K shares0.97%2026-03-312026-05-12

IJH iShares Core S&P Mid-Cap ETF23.4K shares-1.33%2026-03-312026-05-12

GSC Goldman Sachs Small-Cap Equity ETF28.0K shares22.80%2026-03-312026-05-12

GLD SPDR Gold Shares3.0K shares0.00%2026-03-312026-05-12

Sponsored

ABBV Abbvie Inc5.8K shares-9.00%2026-03-312026-05-12

JPM JPMorgan Chase & Co4.1K shares-2.41%2026-03-312026-05-12

SPYV State Street SPDR Portfolio S&P 500 Value ETF21.1K shares0.28%2026-03-312026-05-12

FVD First Trust Value Line Dividend Index Fund24.6K shares-0.17%2026-03-312026-05-12

PG Procter & Gamble Co7.9K shares0.32%2026-03-312026-05-12

ESGV Vanguard ESG U.S. Stock ETF9.4K sharesnew addition2026-03-312026-05-12

SPYG State Street SPDR Portfolio S&P 500 Growth ETF10.6K shares1.40%2026-03-312026-05-12

HIMU iShares High-Yield Muni Active ETF20.3K shares57.27%2026-03-312026-05-12

Sponsored

MSFT Microsoft Corp2.5K shares-14.56%2026-03-312026-05-12

EFG iShares MSCI EAFE Growth ETF7.4K shares0.08%2026-03-312026-05-12

GMUB Goldman Sachs Municipal Income ETF15.9K shares703.89%2026-03-312026-05-12

FDX Fedex Corp2.2K shares0.42%2026-03-312026-05-12

Broadcom Inc Broadcom Inc2.2K shares0.22%2026-03-312026-05-12

IJR iShares Core S&P Small-Cap ETF5.5K shares-0.71%2026-03-312026-05-12

IVV iShares Core S&P 500 ETF1.0K shares-2.26%2026-03-312026-05-12

ABT Abbott Laboratories6.4K shares0.49%2026-03-312026-05-12

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IWD iShares Russell 1000 Value ETF3.0K shares2.26%2026-03-312026-05-12

VTI Vanguard Total Stock Market Index Fund ETF Shares1.9K shares0.21%2026-03-312026-05-12

Alphabet Inc Alphabet Inc2.1K shares0.05%2026-03-312026-05-12

LLY Eli Lilly & Co652 shares-13.18%2026-03-312026-05-12

LMT Lockheed Martin Corp961 shares0.42%2026-03-312026-05-12

MCD McDonald's Corp1.8K shares0.34%2026-03-312026-05-12

VRT Vertiv Holdings Co2.1K sharesnew addition2026-03-312026-05-12

JMUB JPMorgan Municipal ETF10.3K shares5.88%2026-03-312026-05-12

Sponsored

AMZN Amazon.com Inc2.4K shares4.73%2026-03-312026-05-12

HFXI NYLI FTSE International Equity Currency Neutral ETF12.8K shares-0.24%2026-03-312026-05-12

SCHD Schwab U.S. Dividend Equity ETF12.9K shares0.23%2026-03-312026-05-12

BBUS JPMorgan BetaBuilders U.S. Equity ETF3.1K shares-25.74%2026-03-312026-05-12

TSLA Tesla Inc963 shares0.00%2026-03-312026-05-12

CVX Chevron Corp1.7K shares0.66%2026-03-312026-05-12

HON Honeywell International Inc1.5K shares0.27%2026-03-312026-05-12

XLE State Street Energy Select Sector SPDR ETF5.5K shares-6.32%2026-03-312026-05-12

Sponsored

IOT Samsara Inc10.3K sharesnew addition2026-03-312026-05-12

AEP American Electric Power Co Inc2.4K shares0.70%2026-03-312026-05-12

PEP PepsiCo Inc2.0K shares1.74%2026-03-312026-05-12

CAT Caterpillar Inc433 shares0.23%2026-03-312026-05-12

VIG Vanguard Dividend Appreciation Index Fund ETF Shares1.4K shares0.22%2026-03-312026-05-12

WMT Wal-Mart Inc2.2K shares58.88%2026-03-312026-05-12

FTEC Fidelity MSCI Information Technology Index ETF1.3K shares0.00%2026-03-312026-05-12

PLTR Palantir Technologies Inc Cl A1.8K sharesnew addition2026-03-312026-05-12

Sponsored

AZO Autozone Inc76 shares7500.00%2026-03-312026-05-12

MA Mastercard Inc485 shares0.00%2026-03-312026-05-12

TCAF T. Rowe Price Capital Appreciation Equity ETF6.7K shares0.00%2026-03-312026-05-12

Franklin Short-Term Municipal Income ETF Franklin Short-Term Municipal Income ETF23.8K shares0.57%2026-03-312026-05-12

Duke Energy Corp Com Duke Energy Corp Com1.8K shares47.66%2026-03-312026-05-12

OKLO OKLO Inc Com Cl A4.5K sharesnew addition2026-03-312026-05-12

UBER Uber Technologies Inc3.0K shares9.41%2026-03-312026-05-12

SPGI S&P Global Inc511 shares0.20%2026-03-312026-05-12

Sponsored

XJH iShares ESG Screened S&P Mid-Cap ETF4.7K sharesnew addition2026-03-312026-05-12

ESGU iShares Esg Aware MSCI USA ETF1.4K shares0.21%2026-03-312026-05-12

Merck & Co Inc Merck & Co Inc1.6K shares0.75%2026-03-312026-05-12

XMHQ Invesco S&P Mid-Cap Quality ETF1.9K shares-41.44%2026-03-312026-05-12

VO Vanguard Mid-Cap Index Fund ETF Shares662 shares12.20%2026-03-312026-05-12

BAC Bank of America Corp3.6K shares3.48%2026-03-312026-05-12

IYW iShares U.S. Technology ETF904 shares0.00%2026-03-312026-05-12

USB U.S. Bancorp3.1K shares0.97%2026-03-312026-05-12

Sponsored

CSCO Cisco Systems Inc2.1K shares0.48%2026-03-312026-05-12

XSW SPDR S&P Software & Services ETF1.1K sharesnew addition2026-03-312026-05-12

WM Waste Management Inc677 sharesnew addition2026-03-312026-05-12

GPIX Goldman Sachs S&P 500 Premium Income ETF3.1K shares0.78%2026-03-312026-05-12

HD The Home Depot Inc470 shares-8.56%2026-03-312026-05-12

SPSM State Street SPDR Portfolio S&P 600 Small-Cap ETF3.2K shares-5.76%2026-03-312026-05-12

MS Morgan Stanley891 shares0.68%2026-03-312026-05-12

TJX TJX Companies Inc917 shares290.21%2026-03-312026-05-12

Sponsored

QCOM Qualcomm Inc1.1K shares0.09%2026-03-312026-05-12

JMST JPMorgan Ultra-Short Municipal Income ETF2.6K shares0.62%2026-03-312026-05-12

CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund1.3K shares0.67%2026-03-312026-05-12

PYLD PIMCO Multisector Bond Active Exchange-Traded Fund4.8K shares139.61%2026-03-312026-05-12

REGN Regeneron Pharmaceuticals Inc159 shares-39.77%2026-03-312026-05-12

MCK McKesson Corp142 shares330.30%2026-03-312026-05-12

SPY State Street SPDR S&P 500 ETF Trust188 shares0.53%2026-03-312026-05-12

D Dominion Energy Inc1.8K shares1.10%2026-03-312026-05-12

Sponsored

ORCL Oracle Corp765 shares0.26%2026-03-312026-05-12

DFEB FT CBOE Vest U.S. Equity Deep Buffer ETF Feb2.4K shares0.00%2026-03-312026-05-12

SPMD State Street SPDR Portfolio S&P 400 Mid-Cap ETF1.9K shares-9.39%2026-03-312026-05-12

GE Aerospace GE Aerospace380 shares0.00%2026-03-312026-05-12

GAL State Street Global Allocation ETF2.1K shares-0.43%2026-03-312026-05-12

ESGE iShares Esg MSCI Emerging Markets ETF2.2K shares64.84%2026-03-312026-05-12

Vanguard S&P 500 ETF Vanguard S&P 500 ETF164 shares0.00%2026-03-312026-05-12

DIA State Street SPDR Dow Jones Industrial Average ETF Trust206 shares0.49%2026-03-312026-05-12

Sponsored

Berkshire Hathaway Inc Cl B Berkshire Hathaway Inc Cl B198 shares0.00%2026-03-312026-05-12

XLF State Street Financial Select Sector SPDR ETF1.9K shares-14.21%2026-03-312026-05-12

SUSC iShares Esg Usd Corporate Bond ETF4.0K shares0.73%2026-03-312026-05-12

Cencora Inc Cencora Inc291 sharesnew addition2026-03-312026-05-12

RJF Raymond James Financial Inc621 shares0.16%2026-03-312026-05-12

JMSI JPMorgan Sustainable Municipal Income ETF1.8K shares21.57%2026-03-312026-05-12

JEPQ JPMorgan Nasdaq Equity Premium Income ETF1.6K shares2.74%2026-03-312026-05-12

GEV GE Vernova Inc93 shares0.00%2026-03-312026-05-12

Sponsored

COF Capital One Financial Corp433 shares0.46%2026-03-312026-05-12

IQDF FlexShares International Quality Dividend Index Fund2.4K shares0.00%2026-03-312026-05-12

SHYM iShares Short Duration High-Yield Muni Active ETF3.4K shares0.00%2026-03-312026-05-12

MGC Vanguard Mega Capital Index Fund ETF Shares318 shares0.32%2026-03-312026-05-12

DE Deere & Company131 shares0.00%2026-03-312026-05-12

DTE DTE Energy Co500 shares0.00%2026-03-312026-05-12

SCHW Charles Schwab Corp747 shares0.13%2026-03-312026-05-12

VUG Vanguard Growth Index Fund ETF Shares154 shares0.00%2026-03-312026-05-12

Sponsored

FRME First Merchants Corp1.7K shares1.00%2026-03-312026-05-12

RPM RPM International Inc656 shares0.61%2026-03-312026-05-12

AFL Aflac Inc590 shares-31.71%2026-03-312026-05-12

IUSG iShares Core U.S. Growth ETF415 shares0.00%2026-03-312026-05-12

Eaton Corp PLC Eaton Corp PLC174 shares9.43%2026-03-312026-05-12

MPC Marathon Petroleum Corp239 shares0.42%2026-03-312026-05-12

JCPB JPMorgan Core Plus Bond ETF1.2K shares0.00%2026-03-312026-05-12

FTCS First Trust Capital Strength ETF605 shares0.00%2026-03-312026-05-12

Sponsored

AOR iShares Core 60/40 Balanced Allocation ETF865 shares110.46%2026-03-312026-05-12

VONG Vanguard Russell 1000 Growth Index Fund ETF Shares503 shares-7.02%2026-03-312026-05-12

MDY State Street SPDR S&P Mid-Cap 400 ETF Trust89 shares0.00%2026-03-312026-05-12

VGT Vanguard Information Technology Index Fund ETF Shares78 shares0.00%2026-03-312026-05-12

IVOG Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares417 shares0.00%2026-03-312026-05-12

LEU Centrus Energy Corp300 shares0.00%2026-03-312026-05-12

IDMO Invesco S&P International Developed Momentum ETF911 sharesnew addition2026-03-312026-05-12

GLTR Aberdeen Std Physical Precious Metals Basket Shrs ETF227 shares0.00%2026-03-312026-05-12

Sponsored

LOW Lowe's Companies Inc210 shares35.48%2026-03-312026-05-12

SPGP Invesco S&P 500 GARP ETF453 shares23.43%2026-03-312026-05-12

VEA Vanguard FTSE Developed Markets ETF747 shares62.75%2026-03-312026-05-12

IJT iShares S&P Small-Cap 600 Growth ETF314 shares0.32%2026-03-312026-05-12

XLK State Street Technology Select Sector SPDR ETF330 shares-37.97%2026-03-312026-05-12

JPIE JPMorgan Income ETF950 shares1.28%2026-03-312026-05-12

IMCV iShares Morningstar Mid-Cap Value ETF506 shares0.40%2026-03-312026-05-12

XOM Exxon Mobil Corp253 shares17.13%2026-03-312026-05-12

Sponsored

IMCG iShares Morningstar Mid-Cap Growth ETF536 shares0.19%2026-03-312026-05-12

ETHO Amplify Etho Climate Leadership U.S. ETF626 shares0.00%2026-03-312026-05-12

QUAL iShares MSCI USA Quality Factor ETF211 shares0.00%2026-03-312026-05-12

META Meta Platforms Inc Class A69 shares0.00%2026-03-312026-05-12

LEN Lennar Corp450 shares0.00%2026-03-312026-05-12

MDLZ Mondelez International Inc663 shares0.91%2026-03-312026-05-12

GEM Goldman Sachs Activebeta Emerging Markets Equity ETF872 sharesnew addition2026-03-312026-05-12

LHX L3harris Technologies Inc106 shares0.00%2026-03-312026-05-12

Sponsored

IGPT Invesco AI and Next Gen Software ETF631 shares0.00%2026-03-312026-05-12

IWM iShares Russell 2000 ETF148 shares2.07%2026-03-312026-05-12

BALT Innovator Defined Wealth Shield ETF1.0K shares0.00%2026-03-312026-05-12

Lam Research Corp Lam Research Corp151 shares0.00%2026-03-312026-05-12

IAK iShares U.S. Insurance ETF246 shares-99.66%2026-03-312026-05-12

VB Vanguard Small-Cap Index Fund ETF Shares117 shares-4.10%2026-03-312026-05-12

VEU Vanguard FTSE All-World Ex-U.S. Index Fund ETF Shares407 shares0.25%2026-03-312026-05-12

DLN WisdomTree U.S. Large-Cap Dividend Fund339 shares0.30%2026-03-312026-05-12

Sponsored

DEO Diageo PLC391 shares0.00%2026-03-312026-05-12

Solstice Advanced Materials Inc Solstice Advanced Materials Inc374 shares0.00%2026-03-312026-05-12

SPDW State Street SPDR Portfolio Developed World Ex-U.S. ETF621 shares0.00%2026-03-312026-05-12

RCL Royal Caribbean Group103 shares0.98%2026-03-312026-05-12

GLW Corning Inc204 shares0.00%2026-03-312026-05-12

AAAU Goldman Sachs Physical Gold ETF582 shares0.00%2026-03-312026-05-12

JEPI JPMorgan Equity Premium Income ETF472 shares1.94%2026-03-312026-05-12

SPTM State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF325 shares0.31%2026-03-312026-05-12

Sponsored

JNJ Johnson & Johnson100 shares0.00%2026-03-312026-05-12

PFE Pfizer Inc870 shares0.00%2026-03-312026-05-12

T AT&T Inc839 shares-7.90%2026-03-312026-05-12

WS Worthington Steel Inc699 shares0.00%2026-03-312026-05-12

ZJAN Innovator Equity Defined Protection ETF - 1-Year January774 shares0.00%2026-03-312026-05-12

DELL Dell Technologies Inc127 shares0.00%2026-03-312026-05-12

HBAN Huntington Bancshares Inc1.3K shares0.23%2026-03-312026-05-12

IYH iShares U.S. Healthcare ETF321 shares0.31%2026-03-312026-05-12

Sponsored

Kkr & Co Inc Kkr & Co Inc206 shares0.00%2026-03-312026-05-12

SCHG Schwab U.S. Large-Cap Growth ETF644 shares0.16%2026-03-312026-05-12

WFC Wells Fargo & Co233 shares0.43%2026-03-312026-05-12

PNC PNC Financial Services Group Inc89 shares1.14%2026-03-312026-05-12

WOR Worthington Enterprises Inc353 shares0.00%2026-03-312026-05-12

TXN Texas Instruments Inc93 shares0.00%2026-03-312026-05-12

PMAR Innovator S&P 500 Power Buffer ETF Mar385 shares0.00%2026-03-312026-05-12

VZ Verizon Communications Inc338 shares-28.69%2026-03-312026-05-12

Sponsored

NI Nisource Inc353 shares0.57%2026-03-312026-05-12

BMY Bristol-Myers Squibb Co269 shares0.00%2026-03-312026-05-12

RTX Rtx Corp83 shares0.00%2026-03-312026-05-12

TDVG T. Rowe Price Dividend Growth ETF354 shares0.28%2026-03-312026-05-12

XLC State Street Communication Services Select Sector SPDR ETF138 shares0.00%2026-03-312026-05-12

WFC-PL Wells Fargo & Co12 shares0.00%2026-03-312026-05-12

DAL Delta Airlines Inc203 shares0.00%2026-03-312026-05-12

CL Colgate-Palmolive Company155 shares-0.64%2026-03-312026-05-12

Sponsored

INTC Intel Corp297 shares0.00%2026-03-312026-05-12

GCAL Goldman Sachs Dynamic California Municipal Income ETF258 sharesnew addition2026-03-312026-05-12

BBMC JPMorgan Betabuilders U.S. Mid-Cap Equity ETF117 shares21.88%2026-03-312026-05-12

KMB Kimberly-Clark Corp129 shares1.57%2026-03-312026-05-12

AVEM Avantis Emerging Markets Equity ETF150 shares0.00%2026-03-312026-05-12

Blackstone Inc Blackstone Inc104 shares0.97%2026-03-312026-05-12

EFA iShares MSCI EAFE ETF120 shares0.00%2026-03-312026-05-12

Apollo Global Management Inc Apollo Global Management Inc102 shares0.99%2026-03-312026-05-12

Sponsored

IVW iShares S&P 500 Growth ETF95 shares0.00%2026-03-312026-05-12

SMH VanEck Vectors Semiconductor ETF27 shares0.00%2026-03-312026-05-12

ITOT iShares Core S&P Total U.S. Stock Market ETF71 shares-28.28%2026-03-312026-05-12

ECVT Ecovyst Inc764 shares0.00%2026-03-312026-05-12

VWO Vanguard FTSE Emerging Markets Index Fund ETF Shares173 sharesnew addition2026-03-312026-05-12

SAIC Science Applications International Corp97 shares0.00%2026-03-312026-05-12

FE FirstEnergy Corp170 shares0.00%2026-03-312026-05-12

DVY iShares Select Dividend ETF50 shares2.04%2026-03-312026-05-12

Sponsored

IBM International Business Machines Corp30 shares0.00%2026-03-312026-05-12

ACWV iShares MSCI Global Min Vol Factor ETF59 shares0.00%2026-03-312026-05-12

CTVA Corteva Inc83 shares0.00%2026-03-312026-05-12

MRP Millrose Properties Inc229 shares0.00%2026-03-312026-05-12

BBIN JPMorgan BetaBuilders International Equity ETF85 shares-86.22%2026-03-312026-05-12

IWS iShares Russell Mid-Cap Value ETF39 shares30.00%2026-03-312026-05-12

IWP iShares Russell Mid-Cap Growth ETF43 shares48.28%2026-03-312026-05-12

CMCSA Comcast Corp180 shares1.12%2026-03-312026-05-12

Sponsored

PRU Prudential Financial Inc48 shares2.13%2026-03-312026-05-12

VTRS Viatris Inc332 shares0.00%2026-03-312026-05-12

CARR Carrier Global Corp78 shares1.30%2026-03-312026-05-12

IWO iShares Russell 2000 Growth ETF12 sharesnew addition2026-03-312026-05-12

KODK Eastman Kodak Co400 shares0.00%2026-03-312026-05-12

IWN iShares Russell 2000 Value ETF19 sharesnew addition2026-03-312026-05-12

IXUS iShares Core MSCI Total International Stock ETF41 shares-34.92%2026-03-312026-05-12

ASPN Aspen Aerogels Inc1.0K shares0.00%2026-03-312026-05-12

Sponsored

BSV Vanguard Short-Term Bond Index Fund ETF Shares38 sharesnew addition2026-03-312026-05-12

IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF56 sharesnew addition2026-03-312026-05-12

PCT PureCycle Technologies Inc549 shares0.00%2026-03-312026-05-12

GBIL Goldman Sachs Access Treasury 0-1 Year ETF22 shares0.00%2026-03-312026-05-12

IAGG iShares Core International Aggregate Bond ETF39 sharesnew addition2026-03-312026-05-12

SHYG iShares 0-5 Year High-Yield Corporate Bond ETF46 sharesnew addition2026-03-312026-05-12

TQQQ ProShares UltraPro QQQ37 sharesnew addition2026-03-312026-05-12

Bitwise XRP ETF Bitwise XRP ETF96 shares0.00%2026-03-312026-05-12

Sponsored

LEN.B Lennar Corp9 shares0.00%2026-03-312026-05-12

BROS Dutch Bros Inc9 shares0.00%2026-03-312026-05-12

WBD Warner Bros. Discovery Inc11 shares-50.00%2026-03-312026-05-12

Versant Media Group Inc Versant Media Group Inc7 sharesnew addition2026-03-312026-05-12

JGRO

JPmorgan Active Growth ETF

11.49%

Shares601.2K

Event2026-03-31

Filed2026-05-12

BUFF

Innovator Laddered Fund of S&P 500 Power Buffer ETF

4.51%

Shares548.4K

Event2026-03-31

Filed2026-05-12

GPIQ

Goldman Sachs NASDAQ - 100 Premium Income ETF

6.92%

Shares403.9K

Event2026-03-31

Filed2026-05-12

IWR

iShares Russell Mid-Cap ETF

3.13%

Shares142.6K

Event2026-03-31

Filed2026-05-12

IGV

iShares Expanded Tech-Software Sector ETF

New

Shares127.9K

Event2026-03-31

Filed2026-05-12

HMOP

Hartford Municipal Opportunities ETF

22.33%

Shares214.3K

Event2026-03-31

Filed2026-05-12

MMIT

NYLI Mackay Muni Intermediate ETF

15.86%

Shares248.1K

Event2026-03-31

Filed2026-05-12

PVAL

Putnam Focused Large-Cap Value ETF

14.04%

Shares119.1K

Event2026-03-31

Filed2026-05-12

IEFA

iShares Core MSCI EAFE ETF

40.51%

Shares58.2K

Event2026-03-31

Filed2026-05-12

JAVA

JPMorgan Active Value ETF

-9.81%

Shares67.2K

Event2026-03-31

Filed2026-05-12

JBND

JPMorgan Active Bond ETF

7.49%

Shares55.0K

Event2026-03-31

Filed2026-05-12

Invesco QQQ Trust

-0.44%

Shares5.0K

Event2026-03-31

Filed2026-05-12

USMV

iShares MSCI USA Min Vol Factor ETF

-0.41%

Shares30.5K

Event2026-03-31

Filed2026-05-12

JMHI

JPMorgan High Yield Municipal ETF

5.11%

Shares55.8K

Event2026-03-31

Filed2026-05-12

MUNI

PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund

33.21%

Shares47.6K

Event2026-03-31

Filed2026-05-12

IWF

iShares Russell 1000 Growth ETF

16.35%

Shares5.8K

Event2026-03-31

Filed2026-05-12

BKDV

Bank of New York Mellon Dynamic Value ETF

67.03%

Shares65.3K

Event2026-03-31

Filed2026-05-12

NVDA

Nvidia Corp

-4.33%

Shares10.8K

Event2026-03-31

Filed2026-05-12

AAPL

Apple Inc

-6.24%

Shares6.9K

Event2026-03-31

Filed2026-05-12

DGRW

WisdomTree U.S. Quality Dividend Growth Fund

2.48%

Shares19.0K

Event2026-03-31

Filed2026-05-12

EFV

iShares MSCI EAFE Value ETF

0.97%

Shares21.9K

Event2026-03-31

Filed2026-05-12

IJH

iShares Core S&P Mid-Cap ETF

-1.33%

Shares23.4K

Event2026-03-31

Filed2026-05-12

GSC

Goldman Sachs Small-Cap Equity ETF

22.80%

Shares28.0K

Event2026-03-31

Filed2026-05-12

GLD

SPDR Gold Shares

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

ABBV

Abbvie Inc

-9.00%

Shares5.8K

Event2026-03-31

Filed2026-05-12

JPM

JPMorgan Chase & Co

-2.41%

Shares4.1K

Event2026-03-31

Filed2026-05-12

SPYV

State Street SPDR Portfolio S&P 500 Value ETF

0.28%

Shares21.1K

Event2026-03-31

Filed2026-05-12

FVD

First Trust Value Line Dividend Index Fund

-0.17%

Shares24.6K

Event2026-03-31

Filed2026-05-12

Procter & Gamble Co

0.32%

Shares7.9K

Event2026-03-31

Filed2026-05-12

ESGV

Vanguard ESG U.S. Stock ETF

New

Shares9.4K

Event2026-03-31

Filed2026-05-12

SPYG

State Street SPDR Portfolio S&P 500 Growth ETF

1.40%

Shares10.6K

Event2026-03-31

Filed2026-05-12

HIMU

iShares High-Yield Muni Active ETF

57.27%

Shares20.3K

Event2026-03-31

Filed2026-05-12

MSFT

Microsoft Corp

-14.56%

Shares2.5K

Event2026-03-31

Filed2026-05-12

EFG

iShares MSCI EAFE Growth ETF

0.08%

Shares7.4K

Event2026-03-31

Filed2026-05-12

GMUB

Goldman Sachs Municipal Income ETF

703.89%

Shares15.9K

Event2026-03-31

Filed2026-05-12

FDX

Fedex Corp

0.42%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Broadcom Inc

0.22%

Shares2.2K

Event2026-03-31

Filed2026-05-12

IJR

iShares Core S&P Small-Cap ETF

-0.71%

Shares5.5K

Event2026-03-31

Filed2026-05-12

IVV

iShares Core S&P 500 ETF

-2.26%

Shares1.0K

Event2026-03-31

Filed2026-05-12

ABT

Abbott Laboratories

0.49%

Shares6.4K

Event2026-03-31

Filed2026-05-12

IWD

iShares Russell 1000 Value ETF

2.26%

Shares3.0K

Event2026-03-31

Filed2026-05-12

VTI

Vanguard Total Stock Market Index Fund ETF Shares

0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-12

Alphabet Inc

0.05%

Shares2.1K

Event2026-03-31

Filed2026-05-12

LLY

Eli Lilly & Co

-13.18%

Shares652

Event2026-03-31

Filed2026-05-12

LMT

Lockheed Martin Corp

0.42%

Shares961

Event2026-03-31

Filed2026-05-12

MCD

McDonald's Corp

0.34%

Shares1.8K

Event2026-03-31

Filed2026-05-12

VRT

Vertiv Holdings Co

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

JMUB

JPMorgan Municipal ETF

5.88%

Shares10.3K

Event2026-03-31

Filed2026-05-12

AMZN

Amazon.com Inc

4.73%

Shares2.4K

Event2026-03-31

Filed2026-05-12

HFXI

NYLI FTSE International Equity Currency Neutral ETF

-0.24%

Shares12.8K

Event2026-03-31

Filed2026-05-12

SCHD

Schwab U.S. Dividend Equity ETF

0.23%

Shares12.9K

Event2026-03-31

Filed2026-05-12

BBUS

JPMorgan BetaBuilders U.S. Equity ETF

-25.74%

Shares3.1K

Event2026-03-31

Filed2026-05-12

TSLA

Tesla Inc

0.00%

Shares963

Event2026-03-31

Filed2026-05-12

CVX

Chevron Corp

0.66%

Shares1.7K

Event2026-03-31

Filed2026-05-12

HON

Honeywell International Inc

0.27%

Shares1.5K

Event2026-03-31

Filed2026-05-12

XLE

State Street Energy Select Sector SPDR ETF

-6.32%

Shares5.5K

Event2026-03-31

Filed2026-05-12

IOT

Samsara Inc

New

Shares10.3K

Event2026-03-31

Filed2026-05-12

AEP

American Electric Power Co Inc

0.70%

Shares2.4K

Event2026-03-31

Filed2026-05-12

PEP

PepsiCo Inc

1.74%

Shares2.0K

Event2026-03-31

Filed2026-05-12

CAT

Caterpillar Inc

0.23%

Shares433

Event2026-03-31

Filed2026-05-12

VIG

Vanguard Dividend Appreciation Index Fund ETF Shares

0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-12

WMT

Wal-Mart Inc

58.88%

Shares2.2K

Event2026-03-31

Filed2026-05-12

FTEC

Fidelity MSCI Information Technology Index ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

PLTR

Palantir Technologies Inc Cl A

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

AZO

Autozone Inc

7500.00%

Shares76

Event2026-03-31

Filed2026-05-12

Mastercard Inc

0.00%

Shares485

Event2026-03-31

Filed2026-05-12

TCAF

T. Rowe Price Capital Appreciation Equity ETF

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

Franklin Short-Term Municipal Income ETF

0.57%

Shares23.8K

Event2026-03-31

Filed2026-05-12

Duke Energy Corp Com

47.66%

Shares1.8K

Event2026-03-31

Filed2026-05-12

OKLO

OKLO Inc Com Cl A

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

UBER

Uber Technologies Inc

9.41%

Shares3.0K

Event2026-03-31

Filed2026-05-12

SPGI

S&P Global Inc

0.20%

Shares511

Event2026-03-31

Filed2026-05-12

XJH

iShares ESG Screened S&P Mid-Cap ETF

New

Shares4.7K

Event2026-03-31

Filed2026-05-12

ESGU

iShares Esg Aware MSCI USA ETF

0.21%

Shares1.4K

Event2026-03-31

Filed2026-05-12

Merck & Co Inc

0.75%

Shares1.6K

Event2026-03-31

Filed2026-05-12

XMHQ

Invesco S&P Mid-Cap Quality ETF

-41.44%

Shares1.9K

Event2026-03-31

Filed2026-05-12

Vanguard Mid-Cap Index Fund ETF Shares

12.20%

Shares662

Event2026-03-31

Filed2026-05-12

BAC

Bank of America Corp

3.48%

Shares3.6K

Event2026-03-31

Filed2026-05-12

IYW

iShares U.S. Technology ETF

0.00%

Shares904

Event2026-03-31

Filed2026-05-12

USB

U.S. Bancorp

0.97%

Shares3.1K

Event2026-03-31

Filed2026-05-12

CSCO

Cisco Systems Inc

0.48%

Shares2.1K

Event2026-03-31

Filed2026-05-12

XSW

SPDR S&P Software & Services ETF

New

Shares1.1K

Event2026-03-31

Filed2026-05-12

Waste Management Inc

New

Shares677

Event2026-03-31

Filed2026-05-12

GPIX

Goldman Sachs S&P 500 Premium Income ETF

0.78%

Shares3.1K

Event2026-03-31

Filed2026-05-12

The Home Depot Inc

-8.56%

Shares470

Event2026-03-31

Filed2026-05-12

SPSM

State Street SPDR Portfolio S&P 600 Small-Cap ETF

-5.76%

Shares3.2K

Event2026-03-31

Filed2026-05-12

Morgan Stanley

0.68%

Shares891

Event2026-03-31

Filed2026-05-12

TJX

TJX Companies Inc

290.21%

Shares917

Event2026-03-31

Filed2026-05-12

QCOM

Qualcomm Inc

0.09%

Shares1.1K

Event2026-03-31

Filed2026-05-12

JMST

JPMorgan Ultra-Short Municipal Income ETF

0.62%

Shares2.6K

Event2026-03-31

Filed2026-05-12

CORP

PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund

0.67%

Shares1.3K

Event2026-03-31

Filed2026-05-12

PYLD

PIMCO Multisector Bond Active Exchange-Traded Fund

139.61%

Shares4.8K

Event2026-03-31

Filed2026-05-12

REGN

Regeneron Pharmaceuticals Inc

-39.77%

Shares159

Event2026-03-31

Filed2026-05-12

MCK

McKesson Corp

330.30%

Shares142

Event2026-03-31

Filed2026-05-12

SPY

State Street SPDR S&P 500 ETF Trust

0.53%

Shares188

Event2026-03-31

Filed2026-05-12

Dominion Energy Inc

1.10%

Shares1.8K

Event2026-03-31

Filed2026-05-12

ORCL

Oracle Corp

0.26%

Shares765

Event2026-03-31

Filed2026-05-12

DFEB

FT CBOE Vest U.S. Equity Deep Buffer ETF Feb

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SPMD

State Street SPDR Portfolio S&P 400 Mid-Cap ETF

-9.39%

Shares1.9K

Event2026-03-31

Filed2026-05-12

GE Aerospace

0.00%

Shares380

Event2026-03-31

Filed2026-05-12

GAL

State Street Global Allocation ETF

-0.43%

Shares2.1K

Event2026-03-31

Filed2026-05-12

ESGE

iShares Esg MSCI Emerging Markets ETF

64.84%

Shares2.2K

Event2026-03-31

Filed2026-05-12

Vanguard S&P 500 ETF

0.00%

Shares164

Event2026-03-31

Filed2026-05-12

DIA

State Street SPDR Dow Jones Industrial Average ETF Trust

0.49%

Shares206

Event2026-03-31

Filed2026-05-12

Berkshire Hathaway Inc Cl B

0.00%

Shares198

Event2026-03-31

Filed2026-05-12

XLF

State Street Financial Select Sector SPDR ETF

-14.21%

Shares1.9K

Event2026-03-31

Filed2026-05-12

SUSC

iShares Esg Usd Corporate Bond ETF

0.73%

Shares4.0K

Event2026-03-31

Filed2026-05-12

Cencora Inc

New

Shares291

Event2026-03-31

Filed2026-05-12

RJF

Raymond James Financial Inc

0.16%

Shares621

Event2026-03-31

Filed2026-05-12

JMSI

JPMorgan Sustainable Municipal Income ETF

21.57%

Shares1.8K

Event2026-03-31

Filed2026-05-12

JEPQ

JPMorgan Nasdaq Equity Premium Income ETF

2.74%

Shares1.6K

Event2026-03-31

Filed2026-05-12

GEV

GE Vernova Inc

0.00%

Shares93

Event2026-03-31

Filed2026-05-12

COF

Capital One Financial Corp

0.46%

Shares433

Event2026-03-31

Filed2026-05-12

IQDF

FlexShares International Quality Dividend Index Fund

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SHYM

iShares Short Duration High-Yield Muni Active ETF

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

MGC

Vanguard Mega Capital Index Fund ETF Shares

0.32%

Shares318

Event2026-03-31

Filed2026-05-12

Deere & Company

0.00%

Shares131

Event2026-03-31

Filed2026-05-12

DTE

DTE Energy Co

0.00%

Shares500

Event2026-03-31

Filed2026-05-12

SCHW

Charles Schwab Corp

0.13%

Shares747

Event2026-03-31

Filed2026-05-12

VUG

Vanguard Growth Index Fund ETF Shares

0.00%

Shares154

Event2026-03-31

Filed2026-05-12

FRME

First Merchants Corp

1.00%

Shares1.7K

Event2026-03-31

Filed2026-05-12

RPM

RPM International Inc

0.61%

Shares656

Event2026-03-31

Filed2026-05-12

AFL

Aflac Inc

-31.71%

Shares590

Event2026-03-31

Filed2026-05-12

IUSG

iShares Core U.S. Growth ETF

0.00%

Shares415

Event2026-03-31

Filed2026-05-12

Eaton Corp PLC

9.43%

Shares174

Event2026-03-31

Filed2026-05-12

MPC

Marathon Petroleum Corp

0.42%

Shares239

Event2026-03-31

Filed2026-05-12

JCPB

JPMorgan Core Plus Bond ETF

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

FTCS

First Trust Capital Strength ETF

0.00%

Shares605

Event2026-03-31

Filed2026-05-12

AOR

iShares Core 60/40 Balanced Allocation ETF

110.46%

Shares865

Event2026-03-31

Filed2026-05-12

VONG

Vanguard Russell 1000 Growth Index Fund ETF Shares

-7.02%

Shares503

Event2026-03-31

Filed2026-05-12

MDY

State Street SPDR S&P Mid-Cap 400 ETF Trust

0.00%

Shares89

Event2026-03-31

Filed2026-05-12

VGT

Vanguard Information Technology Index Fund ETF Shares

0.00%

Shares78

Event2026-03-31

Filed2026-05-12

IVOG

Vanguard S&P Mid-Cap 400 Growth Index Fund ETF Shares

0.00%

Shares417

Event2026-03-31

Filed2026-05-12

LEU

Centrus Energy Corp

0.00%

Shares300

Event2026-03-31

Filed2026-05-12

IDMO

Invesco S&P International Developed Momentum ETF

New

Shares911

Event2026-03-31

Filed2026-05-12

GLTR

Aberdeen Std Physical Precious Metals Basket Shrs ETF

0.00%

Shares227

Event2026-03-31

Filed2026-05-12

LOW

Lowe's Companies Inc

35.48%

Shares210

Event2026-03-31

Filed2026-05-12

SPGP

Invesco S&P 500 GARP ETF

23.43%

Shares453

Event2026-03-31

Filed2026-05-12

VEA

Vanguard FTSE Developed Markets ETF

62.75%

Shares747

Event2026-03-31

Filed2026-05-12

IJT

iShares S&P Small-Cap 600 Growth ETF

0.32%

Shares314

Event2026-03-31

Filed2026-05-12

XLK

State Street Technology Select Sector SPDR ETF

-37.97%

Shares330

Event2026-03-31

Filed2026-05-12

JPIE

JPMorgan Income ETF

1.28%

Shares950

Event2026-03-31

Filed2026-05-12

IMCV

iShares Morningstar Mid-Cap Value ETF

0.40%

Shares506

Event2026-03-31

Filed2026-05-12

XOM

Exxon Mobil Corp

17.13%

Shares253

Event2026-03-31

Filed2026-05-12

IMCG

iShares Morningstar Mid-Cap Growth ETF

0.19%

Shares536

Event2026-03-31

Filed2026-05-12

ETHO

Amplify Etho Climate Leadership U.S. ETF

0.00%

Shares626

Event2026-03-31

Filed2026-05-12

QUAL

iShares MSCI USA Quality Factor ETF

0.00%

Shares211

Event2026-03-31

Filed2026-05-12