Sponsored

The Analysis of Gladstone Institutional Advisory LLC's Holdings & P&L

Currently, Gladstone Institutional Advisory LLC holds 829 types of securities in its portfolio with a total value $2.7B. In the most recent quarter, they have increased their positions in SPTI (+1.5M shares, valued at $42.2M), SPIB (+456.6K shares, valued at $15.3M), SPMB (+671.0K shares, valued at $15.0M); decreased their positions in USFR (-504.3K shares, valued at $25.4M), XLG (-233.3K shares, valued at $12.7M), TLT (-94.6K shares, valued at $8.2M); initiated new positions in OSEA (+239.9K shares, valued at $6.9M), PHYS (+171.1K shares, valued at $6.1M), EMXC (+74.2K shares, valued at $5.8M).

1M P&L

+95.2M+3.58%

3M P&L

-40.0M-1.43%

HY P&L

+27.1M+1.00%

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/A1.7B

68.0%

2Semiconductors93.6M

3.8%

3Consumer Electronics70.3M

2.8%

Top Industries by Stock Count

1N/A497 stocks

62.9%

2Software - Application14 stocks

1.8%

3Utilities - Regulated Electric13 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION415.9K shares0.23%2026-03-312026-05-14

AAPL APPLE INC276.8K shares1.53%2026-03-312026-05-14

IVV ISHARES TR104.5K shares24.07%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS95.2K shares6.46%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI1.6M shares9.73%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T74.0K shares-12.20%2026-03-312026-05-14

SPTI SPDR SERIES TRUST1.6M shares949.80%2026-03-312026-05-14

SPYM SPDR SERIES TRUST593.7K shares-3.16%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC203.3K shares-5.35%2026-03-312026-05-14

SPYV SPDR SERIES TRUST677.5K shares-2.43%2026-03-312026-05-14

MSFT MICROSOFT CORP100.8K shares0.71%2026-03-312026-05-14

IVW ISHARES TR323.0K shares19.75%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD505.6K shares8.84%2026-03-312026-05-14

SPYG SPDR SERIES TRUST346.2K shares6.45%2026-03-312026-05-14

IJH ISHARES TR435.3K shares4.41%2026-03-312026-05-14

USFR WISDOMTREE TR538.6K shares-48.35%2026-03-312026-05-14

Sponsored

IJR ISHARES TR217.2K shares3.46%2026-03-312026-05-14

ALPHABET INC ALPHABET INC92.4K shares14.91%2026-03-312026-05-14

GSY INVESCO ACTIVELY MANAGED EXC468.2K shares8.60%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR181.4K shares1.07%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II93.8K shares28.61%2026-03-312026-05-14

META META PLATFORMS INC38.8K shares-8.79%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO72.5K shares-8.97%2026-03-312026-05-14

IEFA ISHARES TR224.5K shares38.50%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS94.3K shares2.90%2026-03-312026-05-14

XOM EXXON MOBIL CORP119.2K shares6.96%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR778.9K shares-0.17%2026-03-312026-05-14

OMFL INVESCO EXCH TRD SLF IDX FD319.6K shares20.83%2026-03-312026-05-14

SPIB SPDR SERIES TRUST570.0K shares402.61%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR32.4K shares-2.16%2026-03-312026-05-14

SPMB SPDR SERIES TRUST822.0K shares444.22%2026-03-312026-05-14

GLD SPDR GOLD TR42.8K shares-6.45%2026-03-312026-05-14

Sponsored

BROADCOM INC BROADCOM INC58.1K shares4.17%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T92.8K shares26.96%2026-03-312026-05-14

RECS COLUMBIA ETF TR I455.6K shares7.94%2026-03-312026-05-14

TSLA TESLA INC46.9K shares-7.36%2026-03-312026-05-14

LLY ELI LILLY & CO18.7K shares-6.90%2026-03-312026-05-14

PCT PURECYCLE TECHNOLOGIES INC3.3M shares-0.57%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL35.9K shares0.12%2026-03-312026-05-14

SPMD SPDR SERIES TRUST286.4K shares2.71%2026-03-312026-05-14

Sponsored

FBND FIDELITY MERRIMACK STR TR355.6K shares79.85%2026-03-312026-05-14

ALPHABET INC ALPHABET INC55.3K shares-3.71%2026-03-312026-05-14

QUAL ISHARES TR82.6K shares17.19%2026-03-312026-05-14

XLG INVESCO EXCHANGE TRADED FD T288.5K shares-44.70%2026-03-312026-05-14

BIL SPDR SERIES TRUST171.7K shares404.17%2026-03-312026-05-14

VTV VANGUARD INDEX FDS75.3K shares63.01%2026-03-312026-05-14

VUG VANGUARD INDEX FDS31.5K shares-8.02%2026-03-312026-05-14

IVE ISHARES TR59.3K shares-1.62%2026-03-312026-05-14

Sponsored

JNJ JOHNSON & JOHNSON49.2K shares-1.83%2026-03-312026-05-14

DGRO ISHARES TR168.7K shares-0.22%2026-03-312026-05-14

PINK SIMPLIFY EXCHANGE TRADED FUN347.0K shares-4.16%2026-03-312026-05-14

CVX CHEVRON CORPORATION56.3K shares2.27%2026-03-312026-05-14

WMT WALMART INC88.2K shares-5.75%2026-03-312026-05-14

GSIE GOLDMAN SACHS ETF TR249.1K shares-6.52%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC84.5K shares2.06%2026-03-312026-05-14

VTI VANGUARD INDEX FDS31.2K shares4.22%2026-03-312026-05-14

Sponsored

SPSM SPDR SERIES TRUST203.6K shares2.59%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR59.0K shares-21.54%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR70.9K shares37.22%2026-03-312026-05-14

CSCO CISCO SYS INC121.2K shares-9.26%2026-03-312026-05-14

TE T1 ENERGY INC2.1M shares14.87%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC61.1K shares-10.29%2026-03-312026-05-14

CSX CSX CORP213.0K shares0.04%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC21.9K shares57.66%2026-03-312026-05-14

Sponsored

VO VANGUARD INDEX FDS29.7K shares2.73%2026-03-312026-05-14

IWM ISHARES TR34.2K shares21.43%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION8.5K shares-4.84%2026-03-312026-05-14

MINT PIMCO ETF TR83.0K shares-2.00%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND17.7K shares2.52%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR165.8K shares27.52%2026-03-312026-05-14

HFXI NEW YORK LIFE INVESTMENTS ET242.1K shares-6.93%2026-03-312026-05-14

FPE FIRST TR EXCH TRADED FD III451.3K shares17.51%2026-03-312026-05-14

Sponsored

SCHV SCHWAB STRATEGIC TR256.6K shares1.13%2026-03-312026-05-14

FEZ SPDR INDEX SHS FDS125.7K shares74.64%2026-03-312026-05-14

FTGC FIRST TR EXCHANGE TRAD FD VI268.5K shares9.35%2026-03-312026-05-14

VGT VANGUARD WORLD FD11.0K shares1.63%2026-03-312026-05-14

USMV ISHARES TR81.3K shares4.23%2026-03-312026-05-14

ILCB ISHARES TR83.3K shares-1.93%2026-03-312026-05-14

ABBV ABBVIE INC33.1K shares7.14%2026-03-312026-05-14

DXJ WISDOMTREE TR45.4K shares593.41%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC8.3K shares-18.58%2026-03-312026-05-14

OSEA HARBOR ETF TRUST239.9K sharesnew addition2026-03-312026-05-14

BUFQ FIRST TR EXCHNG TRADED FD VI195.7K shares-5.33%2026-03-312026-05-14

V VISA INC22.6K shares0.44%2026-03-312026-05-14

VLO VALERO ENERGY CORP27.4K shares1667.48%2026-03-312026-05-14

IWD ISHARES TR30.3K shares1.84%2026-03-312026-05-14

GLTR ABRDN PRECIOUS METALS BASKET29.5K shares-32.06%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC31.3K shares-6.74%2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.65.5K shares-18.26%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC125.4K shares1.86%2026-03-312026-05-14

RTX RTX CORPORATION32.6K shares2.23%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS25.9K shares-10.33%2026-03-312026-05-14

IEMG ISHARES INC89.2K shares-3.00%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO20.2K shares-13.67%2026-03-312026-05-14

PG PROCTER & GAMBLE CO42.1K shares13.31%2026-03-312026-05-14

IWF ISHARES TR14.2K shares-6.37%2026-03-312026-05-14

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP171.1K sharesnew addition2026-03-312026-05-14

UITB VICTORY PORTFOLIOS II128.5K shares9.59%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR98.4K shares-31.64%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F108.2K shares30.14%2026-03-312026-05-14

DYNF BLACKROCK ETF TRUST101.1K shares146.74%2026-03-312026-05-14

EMXC ISHARES INC74.2K sharesnew addition2026-03-312026-05-14

QDPL PACER FDS TR145.2K shares-9.45%2026-03-312026-05-14

CGDV CAPITAL GROUP DIVIDEND VALUE136.4K shares5.86%2026-03-312026-05-14

Sponsored

PSX PHILLIPS 6631.4K shares-7.20%2026-03-312026-05-14

CAT CATERPILLAR INC8.0K shares9.53%2026-03-312026-05-14

MCD MCDONALDS CORP18.0K shares-19.73%2026-03-312026-05-14

KO COCA COLA CO73.3K shares-3.67%2026-03-312026-05-14

MDYV SPDR SERIES TRUST65.1K shares7.35%2026-03-312026-05-14

ORCL ORACLE CORP37.6K shares35.43%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC75.6K shares-11.87%2026-03-312026-05-14

NEAR ISHARES U S ETF TR106.1K shares-4.49%2026-03-312026-05-14

Sponsored

VSDA VICTORY PORTFOLIOS II97.3K shares5.35%2026-03-312026-05-14

HD HOME DEPOT INC16.1K shares-23.13%2026-03-312026-05-14

IMCB ISHARES TR63.4K shares-1.09%2026-03-312026-05-14

DLN WISDOMTREE TR58.8K shares5.03%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD25.8K shares-2.77%2026-03-312026-05-14

IWP ISHARES TR40.7K shares8.57%2026-03-312026-05-14

QINT AMERICAN CENTY ETF TR79.5K shares67.45%2026-03-312026-05-14

MA MASTERCARD INCORPORATED10.3K shares2.51%2026-03-312026-05-14

Sponsored

HWM HOWMET AEROSPACE INC22.2K shares-12.66%2026-03-312026-05-14

WELL WELLTOWER INC25.8K shares16.39%2026-03-312026-05-14

RPV INVESCO EXCHANGE TRADED FD T47.2K shares-1.84%2026-03-312026-05-14

IDEV ISHARES TR59.4K shares-3.92%2026-03-312026-05-14

OUNZ VANECK MERK GOLD ETF109.2K shares-0.42%2026-03-312026-05-14

BSCT INVESCO EXCH TRD SLF IDX FD263.1K shares5.49%2026-03-312026-05-14

IBB ISHARES TR29.1K shares-59.09%2026-03-312026-05-14

REGL PROSHARES TR56.7K shares26.46%2026-03-312026-05-14

Sponsored

AVUV AMERICAN CENTY ETF TR44.1K shares-3.75%2026-03-312026-05-14

MOAT VANECK ETF TRUST50.2K shares-17.54%2026-03-312026-05-14

PWR QUANTA SVCS INC8.8K shares-1.03%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR104.9K shares-56.02%2026-03-312026-05-14

BSCU INVESCO EXCH TRD SLF IDX FD286.6K sharesnew addition2026-03-312026-05-14

FTSM FIRST TR EXCHANGE-TRADED FD80.1K shares-55.38%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR31.8K shares-43.86%2026-03-312026-05-14

UNP UNION PAC CORP18.9K shares0.32%2026-03-312026-05-14

Sponsored

GE AEROSPACE GE AEROSPACE16.1K shares-13.10%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR41.0K shares-8.61%2026-03-312026-05-14

MCK MCKESSON CORP5.2K shares39.78%2026-03-312026-05-14

MTUM ISHARES TR18.6K shares-23.19%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD112.9K shares-5.09%2026-03-312026-05-14

GDEC FIRST TR EXCHNG TRADED FD VI119.7K sharesnew addition2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR143.5K shares4.85%2026-03-312026-05-14

BAC BANK AMERICA CORP89.9K shares3.45%2026-03-312026-05-14

Sponsored

SCHG SCHWAB STRATEGIC TR149.5K shares2.93%2026-03-312026-05-14

GTO INVESCO ACTIVELY MANAGED EXC92.6K shares31.78%2026-03-312026-05-14

NEE NEXTERA ENERGY INC45.6K shares-5.81%2026-03-312026-05-14

ZALT INNOVATOR ETFS TRUST130.5K shares55.11%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP7.0K shares15.86%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F82.9K shares155.67%2026-03-312026-05-14

BA BOEING CO20.9K shares-4.48%2026-03-312026-05-14

MDYG SPDR SERIES TRUST43.3K shares1.98%2026-03-312026-05-14

Sponsored

NOW SERVICENOW INC39.5K shares63.06%2026-03-312026-05-14

IOO ISHARES TR34.0K shares1.29%2026-03-312026-05-14

GSEW GOLDMAN SACHS ETF TR48.5K shares10.23%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO67.5K shares-25.10%2026-03-312026-05-14

TLT ISHARES TR47.3K shares-66.68%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS48.6K shares6.63%2026-03-312026-05-14

XLRE SELECT SECTOR SPDR TR98.4K shares-7.70%2026-03-312026-05-14

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR136.3K shares8.33%2026-03-312026-05-14

Sponsored

OEF ISHARES TR12.3K shares-3.22%2026-03-312026-05-14

CSHI NEOS ETF TRUST77.6K shares-9.79%2026-03-312026-05-14

WFC WELLS FARGO & CO48.4K shares2.34%2026-03-312026-05-14

GEM GOLDMAN SACHS ETF TR88.3K shares-12.88%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW11.6K shares-9.09%2026-03-312026-05-14

HDV ISHARES TR28.0K shares52.45%2026-03-312026-05-14

VFH VANGUARD WORLD FD31.5K shares5.68%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS82.6K shares1.18%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F69.1K shares197.64%2026-03-312026-05-14

XAR SPDR SERIES TRUST14.5K shares1488.58%2026-03-312026-05-14

EQIN COLUMBIA ETF TR I74.5K shares4.47%2026-03-312026-05-14

SPEM SPDR INDEX SHS FDS77.8K shares3.40%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS55.5K shares-32.49%2026-03-312026-05-14

JAVA J P MORGAN EXCHANGE TRADED F49.3K shares5.69%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC21.2K shares-19.10%2026-03-312026-05-14

Sponsored

SLYG SPDR SERIES TRUST36.1K shares15.42%2026-03-312026-05-14

DNP DNP SELECT INCOME FD INC335.3K shares10.52%2026-03-312026-05-14

SLYV SPDR SERIES TRUST36.0K shares6.18%2026-03-312026-05-14

LVHI LEGG MASON ETF INVT84.0K shares14.47%2026-03-312026-05-14

PEP PEPSICO INC21.9K shares9.19%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS46.1K shares-8.91%2026-03-312026-05-14

ITOT ISHARES TR23.5K shares-3.09%2026-03-312026-05-14

VHT VANGUARD WORLD FD12.2K shares11.08%2026-03-312026-05-14

Sponsored

IWR ISHARES TR33.9K shares-3.66%2026-03-312026-05-14

GRID FIRST TR EXCHANGE-TRADED FD20.1K shares-5.00%2026-03-312026-05-14

COP CONOCOPHILLIPS24.4K shares-22.13%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC9.5K shares29.23%2026-03-312026-05-14

BSCQ INVESCO EXCH TRD SLF IDX FD163.8K shares6.00%2026-03-312026-05-14

IXUS ISHARES TR36.3K shares-6.14%2026-03-312026-05-14

UTES ETFIS SER TR I38.9K shares6.08%2026-03-312026-05-14

LGOV FIRST TR EXCHANGE-TRADED FD143.9K shares-8.16%2026-03-312026-05-14

Sponsored

XLB SELECT SECTOR SPDR TR61.3K shares4.98%2026-03-312026-05-14

IXN ISHARES TR30.3K shares30.36%2026-03-312026-05-14

DIS DISNEY WALT CO31.1K shares2.21%2026-03-312026-05-14

VB VANGUARD INDEX FDS11.3K shares20.64%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC30.0K shares-1.22%2026-03-312026-05-14

DOL WISDOMTREE TR43.0K shares-2.45%2026-03-312026-05-14

EEM ISHARES TR50.8K shares144.68%2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC7.0K shares-0.79%2026-03-312026-05-14

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD146.3K shares5.68%2026-03-312026-05-14

CME CME GROUP INC9.7K shares4.33%2026-03-312026-05-14

GPIX GOLDMAN SACHS ETF TR57.1K shares-2.05%2026-03-312026-05-14

JHMB JOHN HANCOCK EXCHANGE TRADED129.0K sharesnew addition2026-03-312026-05-14

CIBR FIRST TR EXCHANGE-TRADED FD45.1K shares-2.82%2026-03-312026-05-14

LRGE LEGG MASON ETF INVT36.8K shares-5.99%2026-03-312026-05-14

ABT ABBOTT LABORATORIES26.9K shares9.15%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED F45.0K shares5.90%2026-03-312026-05-14

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD56.3K shares119.14%2026-03-312026-05-14

VOE VANGUARD INDEX FDS14.8K shares197.62%2026-03-312026-05-14

INTC INTEL CORP61.3K shares-14.49%2026-03-312026-05-14

BSCS INVESCO EXCH TRD SLF IDX FD132.3K shares5.88%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD24.2K shares159.00%2026-03-312026-05-14

TMO THERMO FISHER SCIENTIFIC INC5.4K shares63.33%2026-03-312026-05-14

BK BANK NEW YORK MELLON CORP22.3K shares-25.29%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC2.7K shares-6.69%2026-03-312026-05-14

Sponsored

PFE PFIZER INC93.9K shares17.77%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F19.0K shares11.47%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC23.0K shares-15.99%2026-03-312026-05-14

BUFD FIRST TR EXCHNG TRADED FD VI92.9K shares56.98%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC7.7K shares-25.91%2026-03-312026-05-14

FTCS FIRST TR EXCHANGE-TRADED FD27.9K shares-4.19%2026-03-312026-05-14

EVTR MORGAN STANLEY ETF TRUST50.8K shares8.19%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC9.5K shares-2.00%2026-03-312026-05-14

Sponsored

VBK VANGUARD INDEX FDS8.4K shares-6.71%2026-03-312026-05-14

ADI ANALOG DEVICES INC7.8K shares-11.89%2026-03-312026-05-14

IDMO INVESCO EXCH TRADED FD TR II45.5K shares-4.82%2026-03-312026-05-14

CRM SALESFORCE INC13.3K shares-5.90%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD97.3K shares120.09%2026-03-312026-05-14

JSI JANUS DETROIT STR TR48.2K shares-8.09%2026-03-312026-05-14

T AT&T INC85.7K shares0.94%2026-03-312026-05-14

ALL ALLSTATE CORP11.7K shares80.27%2026-03-312026-05-14

Sponsored

JAAA JANUS DETROIT STR TR48.0K shares-18.78%2026-03-312026-05-14

AMGN AMGEN INC6.9K shares-4.83%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC13.2K shares-16.67%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC15.0K shares-58.37%2026-03-312026-05-14

TUA SIMPLIFY EXCHANGE TRADED FUN112.5K shares-8.52%2026-03-312026-05-14

SPHY SPDR SERIES TRUST101.6K shares29.34%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP8.5K shares155.98%2026-03-312026-05-14

SPTS SPDR SERIES TRUST80.8K shares-14.51%2026-03-312026-05-14

Sponsored

ISCB ISHARES TR36.1K shares-1.09%2026-03-312026-05-14

ICLO INVESCO ACTIVELY MANAGED EXC91.7K shares21.51%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T49.8K shares122.77%2026-03-312026-05-14

PFFD GLOBAL X FDS125.5K shares4.60%2026-03-312026-05-14

SO SOUTHERN CO23.5K shares8.59%2026-03-312026-05-14

GEV GE VERNOVA INC2.6K shares9.12%2026-03-312026-05-14

VRIG INVESCO ACTIVELY MANAGED EXC89.2K shares-5.68%2026-03-312026-05-14

MODL VICTORY PORTFOLIOS II49.8K shares-1.08%2026-03-312026-05-14

Sponsored

VCSH VANGUARD SCOTTSDALE FDS28.0K shares6.52%2026-03-312026-05-14

O REALTY INCOME CORP36.0K shares18.26%2026-03-312026-05-14

SHY ISHARES TR26.6K shares4.36%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC10.5K shares61.26%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR40.7K shares13.44%2026-03-312026-05-14

IBKR INTERACTIVE BROKERS GROUP IN31.7K sharesnew addition2026-03-312026-05-14

AMAT APPLIED MATLS INC6.2K shares11.54%2026-03-312026-05-14

IYH ISHARES TR34.1K shares0.24%2026-03-312026-05-14

Sponsored

MS MORGAN STANLEY12.6K shares5.66%2026-03-312026-05-14

HYLS FIRST TR EXCHANGE-TRADED FD50.9K shares122.09%2026-03-312026-05-14

DFAS DIMENSIONAL ETF TRUST29.0K shares4.51%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD40.4K shares2.12%2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF50.8K shares31.88%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T12.3K shares33.30%2026-03-312026-05-14

LINDE PLC LINDE PLC4.0K shares2.43%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP2.2K shares-7.00%2026-03-312026-05-14

Sponsored

VYM VANGUARD WHITEHALL FDS13.5K shares14.97%2026-03-312026-05-14

GCOW PACER FDS TR42.8K shares4.18%2026-03-312026-05-14

CGDG CAPITAL GROUP DIVIDEND GROWE55.1K shares-2.14%2026-03-312026-05-14

SJNK SPDR SERIES TRUST78.5K shares9.45%2026-03-312026-05-14

MGK VANGUARD WORLD FD5.3K shares6.68%2026-03-312026-05-14

INVESCO ACTIVELY MANAGED EXC INVESCO ACTIVELY MANAGED EXC38.6K sharesnew addition2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR21.9K shares11.02%2026-03-312026-05-14

NOBL PROSHARES TR17.7K shares-1.80%2026-03-312026-05-14

Sponsored

NLR VANECK ETF TRUST13.9K sharesnew addition2026-03-312026-05-14

XT ISHARES TR26.9K shares-4.51%2026-03-312026-05-14

AGG ISHARES TR18.4K shares16.78%2026-03-312026-05-14

LMBS FIRST TR EXCHANGE-TRADED FD36.6K shares31.28%2026-03-312026-05-14

CNEQ THE ALGER ETF TRUST58.5K shares-27.85%2026-03-312026-05-14

ITA ISHARES TR8.2K shares-17.47%2026-03-312026-05-14

TDVI FIRST TR EXCHANGE-TRADED FD67.1K shares173.04%2026-03-312026-05-14

DOGG FIRST TR EXCHANGE-TRADED FD81.5K shares135.33%2026-03-312026-05-14

Sponsored

EFA ISHARES TR18.2K shares0.94%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC20.4K shares-4.06%2026-03-312026-05-14

PJAN INNOVATOR ETFS TRUST38.1K shares24.72%2026-03-312026-05-14

SDVD FIRST TR EXCH TRADED FD III80.9K shares136.51%2026-03-312026-05-14

TDI TOUCHSTONE ETF TRUST42.1K sharesnew addition2026-03-312026-05-14

IHAK ISHARES TR39.4K sharesnew addition2026-03-312026-05-14

EDIV SPDR INDEX SHS FDS43.1K shares0.29%2026-03-312026-05-14

JHMM JOHN HANCOCK EXCHANGE TRADED25.2K shares39.73%2026-03-312026-05-14

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F19.6K sharesnew addition2026-03-312026-05-14

COWZ PACER FDS TR26.9K shares-1.78%2026-03-312026-05-14

DVY ISHARES TR11.1K shares-3.31%2026-03-312026-05-14

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC17.0K shares-7.78%2026-03-312026-05-14

IGLD FIRST TR EXCHANGE-TRADED FD65.2K shares137.95%2026-03-312026-05-14

QCOM QUALCOMM INC12.8K shares-27.94%2026-03-312026-05-14

TMDX TRANSMEDICS GROUP INC16.6K shares-0.06%2026-03-312026-05-14

GHYB GOLDMAN SACHS ETF TR36.5K sharesnew addition2026-03-312026-05-14

Sponsored

AIG AMERICAN INTL GROUP INC21.4K shares15.90%2026-03-312026-05-14

GM GENERAL MTRS CO21.4K shares107.42%2026-03-312026-05-14

ET ENERGY TRANSFER L P82.4K shares-4.34%2026-03-312026-05-14

SPYD SPDR SERIES TRUST34.8K shares4.94%2026-03-312026-05-14

RWJ INVESCO EXCH TRADED FD TR II31.3K shares-0.31%2026-03-312026-05-14

SMH VANECK ETF TRUST4.0K shares16.76%2026-03-312026-05-14

ILCG ISHARES TR15.8K shares-54.87%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP7.0K shares-1.90%2026-03-312026-05-14

Sponsored

QGRW WISDOMTREE TR27.9K shares14.02%2026-03-312026-05-14

USRT ISHARES TR25.2K shares7.66%2026-03-312026-05-14

PULS PGIM ETF TR29.9K shares-29.92%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR18.0K shares-8.49%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC12.0K shares-20.40%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF37.4K shares-4.35%2026-03-312026-05-14

VXF VANGUARD INDEX FDS7.0K shares516.56%2026-03-312026-05-14

EDV VANGUARD WORLD FD22.0K shares-10.43%2026-03-312026-05-14

Sponsored

IYM ISHARES TR8.1K shares-13.54%2026-03-312026-05-14

LOW LOWES COS INC5.9K shares-3.27%2026-03-312026-05-14

ECL ECOLAB INC5.3K shares8.16%2026-03-312026-05-14

SLV ISHARES SILVER TR20.5K shares-9.72%2026-03-312026-05-14

RJF RAYMOND JAMES FINL INC9.6K shares7.53%2026-03-312026-05-14

FIXD FIRST TR EXCHNG TRADED FD VI31.4K shares-8.26%2026-03-312026-05-14

IWS ISHARES TR9.2K shares1.93%2026-03-312026-05-14

HELE HELEN OF TROY LTD92.2K shares6.95%2026-03-312026-05-14

Sponsored

TJX TJX COS INC NEW8.3K shares7.26%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.8K shares-7.32%2026-03-312026-05-14

HEFA ISHARES TR31.0K shares-5.93%2026-03-312026-05-14

DON WISDOMTREE TR24.9K shares-0.19%2026-03-312026-05-14

MGNR AMERICAN BEACON SELECT FUNDS25.4K shares307.74%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP13.9K shares17.51%2026-03-312026-05-14

TTEQ T ROWE PRICE ETF INC43.1K sharesnew addition2026-03-312026-05-14

SIXJ AIM ETF PRODUCTS TRUST38.8K shares4.59%2026-03-312026-05-14

Sponsored

INFLEQTION INC INFLEQTION INC132.0K sharesnew addition2026-03-312026-05-14

HON HONEYWELL INTL INC5.7K shares-4.41%2026-03-312026-05-14

RXI ISHARES TR6.8K shares19.68%2026-03-312026-05-14

JGRO J P MORGAN EXCHANGE TRADED F15.0K shares149.12%2026-03-312026-05-14

HCRB HARTFORD FDS EXCHANGE TRADED35.9K sharesnew addition2026-03-312026-05-14

FTXL FIRST TR EXCHANGE TRADED FD8.5K sharesnew addition2026-03-312026-05-14

LITE LUMENTUM HLDGS INC1.8K shares-47.03%2026-03-312026-05-14

IREN IREN LIMITED36.5K shares19.83%2026-03-312026-05-14

Sponsored

FDT FIRST TR EXCH TRD ALPHDX FD14.4K sharesnew addition2026-03-312026-05-14

IXG ISHARES TR10.9K shares163.86%2026-03-312026-05-14

SGOV ISHARES TR12.3K shares104.91%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T16.4K shares-11.33%2026-03-312026-05-14

GSSC GOLDMAN SACHS ETF TR16.3K shares2.35%2026-03-312026-05-14

TBIL RBB FD INC24.3K shares5.32%2026-03-312026-05-14

QQQI NEOS ETF TRUST24.2K shares-8.06%2026-03-312026-05-14

GLW CORNING INC8.7K shares57.29%2026-03-312026-05-14

Sponsored

XLY SELECT SECTOR SPDR TR10.8K shares2.01%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.9K shares0.70%2026-03-312026-05-14

DE DEERE & CO2.1K shares-4.40%2026-03-312026-05-14

QCLN FIRST TR EXCHANGE-TRADED FD25.0K sharesnew addition2026-03-312026-05-14

IXJ ISHARES TR12.4K shares109.37%2026-03-312026-05-14

NVS NOVARTIS AG7.5K shares-14.94%2026-03-312026-05-14

ISCG ISHARES TR20.8K sharesnew addition2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR14.1K shares26.79%2026-03-312026-05-14

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP11.7K sharesnew addition2026-03-312026-05-14

GDX VANECK ETF TRUST12.3K shares0.53%2026-03-312026-05-14

FAST FASTENAL CO24.0K shares0.30%2026-03-312026-05-14

UDEC INNOVATOR ETFS TRUST28.6K shares-22.47%2026-03-312026-05-14

ARKK ARK ETF TR16.4K shares21.37%2026-03-312026-05-14

XLSR SSGA ACTIVE TR18.9K shares-3.50%2026-03-312026-05-14

MISL FIRST TR EXCHANGE-TRADED FD24.1K sharesnew addition2026-03-312026-05-14

DLR DIGITAL RLTY TR INC6.0K shares9.26%2026-03-312026-05-14

Sponsored

QGRO AMERICAN CENTY ETF TR10.2K sharesnew addition2026-03-312026-05-14

UJAN INNOVATOR ETFS TRUST25.1K shares18.96%2026-03-312026-05-14

PARR PAR PAC HOLDINGS INC16.7K shares40.80%2026-03-312026-05-14

VBR VANGUARD INDEX FDS4.8K shares12.07%2026-03-312026-05-14

OUSM ALPS ETF TR23.7K shares1.73%2026-03-312026-05-14

CMI CUMMINS INC1.9K shares63.34%2026-03-312026-05-14

FTRI FIRST TR EXCHANGE-TRADED FD57.6K sharesnew addition2026-03-312026-05-14

GOVT ISHARES TR44.4K shares4.90%2026-03-312026-05-14

Sponsored

NKE NIKE INC19.2K shares-0.09%2026-03-312026-05-14

AIQ GLOBAL X FDS21.6K shares-36.43%2026-03-312026-05-14

IUSG ISHARES TR6.4K shares-15.69%2026-03-312026-05-14

IQLT ISHARES TR21.6K shares20.96%2026-03-312026-05-14

PAVE GLOBAL X FDS19.4K shares7.90%2026-03-312026-05-14

HYG ISHARES TR12.3K shares9.59%2026-03-312026-05-14

RING ISHARES INC12.4K sharesnew addition2026-03-312026-05-14

DIVB ISHARES TR18.1K shares15.71%2026-03-312026-05-14

Sponsored

LNT ALLIANT ENERGY CORP13.6K shares3.49%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F17.2K shares0.68%2026-03-312026-05-14

FDV FEDERATED HERMES ETF TRUST31.0K shares5.27%2026-03-312026-05-14

EVMO MORGAN STANLEY ETF TRUST18.9K shares-3.90%2026-03-312026-05-14

ROUS LATTICE STRATEGIES TR16.0K shares-31.65%2026-03-312026-05-14

CGUS CAPITAL GROUP CORE EQUITY ET24.5K shares42.38%2026-03-312026-05-14

GNR SPDR INDEX SHS FDS12.5K sharesnew addition2026-03-312026-05-14

TXN TEXAS INSTRS INC4.8K shares-15.85%2026-03-312026-05-14

Sponsored

MSTR STRATEGY INC7.5K shares12.73%2026-03-312026-05-14

VRP INVESCO EXCH TRADED FD TR II38.6K shares7.21%2026-03-312026-05-14

LQD ISHARES TR8.5K shares13.33%2026-03-312026-05-14

SYK STRYKER CORPORATION2.8K shares12.56%2026-03-312026-05-14

GOVI INVESCO EXCH TRADED FD TR II33.2K shares-78.34%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC2.0K shares1.56%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP3.3K shares34.86%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.8K shares0.49%2026-03-312026-05-14

Sponsored

AIS TIDAL TRUST III21.3K shares270.91%2026-03-312026-05-14

CMCSA COMCAST CORP NEW30.8K shares-5.72%2026-03-312026-05-14

BABA ALIBABA GROUP HLDG LTD7.0K shares3.84%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP13.8K shares-70.24%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC2.5K shares-10.19%2026-03-312026-05-14

VGIT VANGUARD SCOTTSDALE FDS14.5K shares13.58%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD3.7K shares-66.52%2026-03-312026-05-14

IYR ISHARES TR9.1K shares-26.44%2026-03-312026-05-14

Sponsored

SBUX STARBUCKS CORP9.6K shares0.66%2026-03-312026-05-14

DUSA DAVIS FUNDAMENTAL ETF TR16.9K shares-33.46%2026-03-312026-05-14

FDRR FIDELITY COVINGTON TRUST14.6K shares0.00%2026-03-312026-05-14

MMM 3M CO5.9K shares-1.17%2026-03-312026-05-14

UNFI UNITED NAT FOODS INC18.9K shares46.96%2026-03-312026-05-14

DDOG DATADOG INC7.2K shares-0.50%2026-03-312026-05-14

FLRT PACER FDS TR18.3K shares-23.38%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN4.2K shares-23.74%2026-03-312026-05-14

Sponsored

TTMI TTM TECHNOLOGIES INC8.7K shares-13.98%2026-03-312026-05-14

GINN GOLDMAN SACHS ETF TR12.3K shares-12.51%2026-03-312026-05-14

SHOP SHOPIFY INC7.1K shares-27.30%2026-03-312026-05-14

IEF ISHARES TR8.8K shares-0.95%2026-03-312026-05-14

STRL STERLING INFRASTRUCTURE INC2.1K shares16.62%2026-03-312026-05-14

SOXX ISHARES TR2.6K shares-1.08%2026-03-312026-05-14

MO ALTRIA GROUP INC12.6K shares2.13%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST15.1K shares-21.46%2026-03-312026-05-14

Sponsored

MGV VANGUARD WORLD FD5.7K shares7.96%2026-03-312026-05-14

IWO ISHARES TR2.6K shares2.21%2026-03-312026-05-14

IWB ISHARES TR2.3K shares-7.72%2026-03-312026-05-14

AFRM AFFIRM HLDGS INC17.9K shares0.00%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC7.1K shares19.19%2026-03-312026-05-14

FTSL FIRST TR EXCHANGE-TRADED FD18.1K shares-73.72%2026-03-312026-05-14

ASML ASML HLDG NV612 shares56.12%2026-03-312026-05-14

VUSB VANGUARD BD INDEX FDS16.2K shares-1.72%2026-03-312026-05-14

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD8.6K shares-7.55%2026-03-312026-05-14

VTWG VANGUARD SCOTTSDALE FDS3.5K shares-50.09%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II16.1K shares0.83%2026-03-312026-05-14

BALI BLACKROCK ETF TRUST25.9K shares2.80%2026-03-312026-05-14

DHR DANAHER CORP DEL4.2K shares-2.29%2026-03-312026-05-14

FDX FEDEX CORP2.2K shares122.65%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP1.2K shares2.75%2026-03-312026-05-14

KR KROGER CO10.9K shares15.90%2026-03-312026-05-14

Sponsored

XCEM COLUMBIA ETF TR II19.2K shares-85.01%2026-03-312026-05-14

ETY EATON VANCE TAX-MANAGED DIVE56.8K shares0.17%2026-03-312026-05-14

GILD GILEAD SCIENCES INC5.6K shares-43.00%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC2.2K shares4.43%2026-03-312026-05-14

PYPL PAYPAL HLDGS INC17.1K shares35.77%2026-03-312026-05-14

DVA DAVITA INC5.0K sharesnew addition2026-03-312026-05-14

THNQ EXCHANGE TRADED CONCEPTS TRU13.1K shares-4.34%2026-03-312026-05-14

INTU INTUIT1.8K shares-26.81%2026-03-312026-05-14

Sponsored

IUSV ISHARES TR7.5K shares-15.95%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC4.7K shares-22.72%2026-03-312026-05-14

FGD FIRST TR EXCHANGE-TRADED FD23.7K shares4.87%2026-03-312026-05-14

MBB ISHARES TR8.0K shares0.61%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP4.1K shares-60.91%2026-03-312026-05-14

WRBY WARBY PARKER INC35.8K shares38.03%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L19.8K shares4.64%2026-03-312026-05-14

FLMI FRANKLIN TEMPLETON ETF TR29.8K shares-4.27%2026-03-312026-05-14

Sponsored

BAI BLACKROCK ETF TRUST22.4K shares13.95%2026-03-312026-05-14

GRAL GRAIL INC14.2K shares-6.96%2026-03-312026-05-14

FSCC FEDERATED HERMES ETF TRUST24.7K sharesnew addition2026-03-312026-05-14

GIL GILDAN ACTIVEWEAR INC13.1K shares-5.00%2026-03-312026-05-14

KXI ISHARES TR10.8K shares-68.70%2026-03-312026-05-14

VXUS VANGUARD STAR FDS9.4K shares80.28%2026-03-312026-05-14

BTQ BTQ TECHNOLOGIES CORP269.9K shares0.00%2026-03-312026-05-14

IWN ISHARES TR3.8K shares0.03%2026-03-312026-05-14

Sponsored

THRO BLACKROCK ETF TRUST19.6K shares26.07%2026-03-312026-05-14

KMI KINDER MORGAN INC DEL20.9K shares-2.15%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I2.4K shares3.92%2026-03-312026-05-14

CELESTICA INC CELESTICA INC2.5K shares-5.87%2026-03-312026-05-14

FTLS FIRST TR EXCH TRADED FD III9.8K shares-1.36%2026-03-312026-05-14

PGR PROGRESSIVE CORP3.5K shares-31.18%2026-03-312026-05-14

ISPY PROSHARES TR15.8K sharesnew addition2026-03-312026-05-14

VV VANGUARD INDEX FDS2.3K shares0.71%2026-03-312026-05-14

Sponsored

EXC EXELON CORP13.8K shares21.42%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC11.8K shares5.95%2026-03-312026-05-14

IYW ISHARES TR3.7K shares-13.98%2026-03-312026-05-14

FREL FIDELITY COVINGTON TRUST25.2K shares32.95%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II13.0K shares-31.96%2026-03-312026-05-14

SCIO FIRST TR EXCHANGE-TRADED FD32.7K sharesnew addition2026-03-312026-05-14

VNQ VANGUARD INDEX FDS7.6K shares-0.70%2026-03-312026-05-14

IYF ISHARES TR5.7K shares-39.58%2026-03-312026-05-14

Sponsored

FLRN SPDR SERIES TRUST21.8K shares-40.95%2026-03-312026-05-14

EMR EMERSON ELEC CO5.1K shares-1.05%2026-03-312026-05-14

VMI VALMONT INDS INC1.7K shares0.00%2026-03-312026-05-14

SPYI NEOS ETF TRUST13.4K shares59.29%2026-03-312026-05-14

JSMD JANUS DETROIT STR TR8.3K shares-50.97%2026-03-312026-05-14

APP APPLOVIN CORP1.7K shares9.63%2026-03-312026-05-14

IQQQ PROSHARES TR15.7K sharesnew addition2026-03-312026-05-14

TCAF T ROWE PRICE ETF INC18.2K shares237.37%2026-03-312026-05-14

Sponsored

DGRW WISDOMTREE TR7.2K shares-35.95%2026-03-312026-05-14

CLOZ SERIES PORTFOLIOS TR24.7K shares-31.53%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares13.13%2026-03-312026-05-14

IMCG ISHARES TR8.0K shares22.65%2026-03-312026-05-14

NDAQ NASDAQ INC7.3K shares11.02%2026-03-312026-05-14

ONEQ FIDELITY COMWLTH TR7.3K shares18.13%2026-03-312026-05-14

KLAC KLA CORP422 shares16.90%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD13.2K shares-22.35%2026-03-312026-05-14

Sponsored

AEP AMERICAN ELEC PWR CO INC4.7K shares1.01%2026-03-312026-05-14

DES WISDOMTREE TR17.1K shares-5.92%2026-03-312026-05-14

CCL CARNIVAL CORP23.8K shares6.41%2026-03-312026-05-14

DVN DEVON ENERGY CORP NEW12.2K shares28.00%2026-03-312026-05-14

PLD PROLOGIS INC.4.6K shares0.46%2026-03-312026-05-14

IWL ISHARES TR3.8K shares55.17%2026-03-312026-05-14

FNCL FIDELITY COVINGTON TRUST8.6K shares177.65%2026-03-312026-05-14

MUNI PIMCO ETF TR11.6K shares13.44%2026-03-312026-05-14

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-44.1K shares70.66%2026-03-312026-05-14

CIFR CIPHER DIGITAL INC46.8K shares52.91%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T4.1K shares-3.95%2026-03-312026-05-14

FTA FIRST TR EXCHANGE-TRADED ALP6.5K shares9.10%2026-03-312026-05-14

NVDA

NVIDIA CORPORATION

0.23%

Shares415.9K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

1.53%

Shares276.8K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

24.07%

Shares104.5K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

6.46%

Shares95.2K

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TR EXCHNG TRADED FD VI

9.73%

Shares1.6M

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-12.20%

Shares74.0K

Event2026-03-31

Filed2026-05-14

SPTI

SPDR SERIES TRUST

949.80%

Shares1.6M

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

-3.16%

Shares593.7K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-5.35%

Shares203.3K

Event2026-03-31

Filed2026-05-14

SPYV

SPDR SERIES TRUST

-2.43%

Shares677.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

0.71%

Shares100.8K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

19.75%

Shares323.0K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

8.84%

Shares505.6K

Event2026-03-31

Filed2026-05-14

SPYG

SPDR SERIES TRUST

6.45%

Shares346.2K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

4.41%

Shares435.3K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE TR

-48.35%

Shares538.6K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

3.46%

Shares217.2K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

14.91%

Shares92.4K

Event2026-03-31

Filed2026-05-14

GSY

INVESCO ACTIVELY MANAGED EXC

8.60%

Shares468.2K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

1.07%

Shares181.4K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

28.61%

Shares93.8K

Event2026-03-31

Filed2026-05-14