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The Analysis of Godfrey Financial Associates, Inc.'s Holdings & P&L

Currently, Godfrey Financial Associates, Inc. holds 1110 types of securities in its portfolio with a total value $116.5M. In the most recent quarter, they have increased their positions in STIP (+16.7K shares, valued at $1.7M), EFG (+4.4K shares, valued at $392.7K), DVY (+887 shares, valued at $134.3K); decreased their positions in SCHG (-26.8K shares, valued at $780.5K), MCD (-1.7K shares, valued at $522.7K), IVV (-685 shares, valued at $447.4K); initiated new positions in IGRO (+1.3K shares, valued at $108.2K), SCHC (+1.9K shares, valued at $87.4K), PDP (+211 shares, valued at $25.5K).

1M P&L

+564.1K+0.47%

3M P&L

-29.1M-19.28%

HY P&L

-25.0M-17.03%

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/A89.4M

81.0%

2Semiconductors2.3M

2.0%

3Software - Infrastructure1.7M

1.5%

Top Industries by Stock Count

1N/A350 stocks

33.5%

2Software - Application38 stocks

3.6%

3Software - Infrastructure28 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR20.0K shares-3.31%2026-03-312026-05-12

IVW ISHARES TR90.4K shares-1.14%2026-03-312026-05-12

HDV ISHARES TR60.8K shares-1.00%2026-03-312026-05-12

IJH ISHARES TR116.7K shares-0.26%2026-03-312026-05-12

DVY ISHARES TR27.2K shares3.37%2026-03-312026-05-12

AGG ISHARES TR38.6K shares2.02%2026-03-312026-05-12

IJR ISHARES TR26.0K shares-1.36%2026-03-312026-05-12

ITOT ISHARES TR22.1K shares-2.32%2026-03-312026-05-12

Sponsored

STIP ISHARES TR25.3K shares194.28%2026-03-312026-05-12

NVDA NVIDIA CORPORATION10.1K shares0.90%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.4K shares0.18%2026-03-312026-05-12

IJK ISHARES TR15.6K shares-5.44%2026-03-312026-05-12

MSFT MICROSOFT CORP3.9K shares0.18%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR53.2K shares-0.85%2026-03-312026-05-12

ALPHABET INC ALPHABET INC4.7K shares0.40%2026-03-312026-05-12

NYF ISHARES TR21.9K shares0.00%2026-03-312026-05-12

Sponsored

AMZN AMAZON COM INC5.4K shares0.98%2026-03-312026-05-12

JNJ JOHNSON &JOHNSON4.5K shares0.04%2026-03-312026-05-12

IDV ISHARES TR25.2K shares3.89%2026-03-312026-05-12

EFG ISHARES TR11.0K shares65.56%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC7.7K shares0.00%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS14.2K shares6.50%2026-03-312026-05-12

AAPL APPLE INC3.2K shares1.33%2026-03-312026-05-12

IEFA ISHARES TR8.3K shares-7.81%2026-03-312026-05-12

Sponsored

SCHG SCHWAB STRATEGIC TR24.9K shares-51.82%2026-03-312026-05-12

TSLA TESLA INC1.9K shares-0.31%2026-03-312026-05-12

V VISA INC2.2K shares-0.27%2026-03-312026-05-12

FELG FIDELITY COVINGTON TRUST17.4K shares-1.97%2026-03-312026-05-12

LQD ISHARES TR5.7K shares-3.28%2026-03-312026-05-12

DSI ISHARES TR5.0K shares-18.52%2026-03-312026-05-12

ISTB ISHARES TR12.3K shares0.40%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.4K shares0.08%2026-03-312026-05-12

Sponsored

IJT ISHARES TR4.0K shares0.00%2026-03-312026-05-12

DGRO ISHARES TR8.0K shares9.59%2026-03-312026-05-12

XOM EXXON MOBIL CORP3.3K shares0.18%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC3.3K shares0.00%2026-03-312026-05-12

ESGU ISHARES TR3.7K shares-2.01%2026-03-312026-05-12

IYW ISHARES TR2.8K shares7.10%2026-03-312026-05-12

TIP ISHARES TR4.2K shares-0.54%2026-03-312026-05-12

EFIV SPDR SERIES TRUST7.2K shares26.33%2026-03-312026-05-12

Sponsored

ASML ASML HLDG NV338 shares0.00%2026-03-312026-05-12

SPHD INVESCO EXCH TRADED FD TR II8.2K shares-0.66%2026-03-312026-05-12

IXN ISHARES TR4.0K shares0.00%2026-03-312026-05-12

JPM JPMORGAN CHASE &CO1.4K shares-0.22%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS4.4K shares0.71%2026-03-312026-05-12

ICLN ISHARES TR19.1K shares-2.08%2026-03-312026-05-12

ALPHABET INC ALPHABET INC1.2K shares0.00%2026-03-312026-05-12

CAT CATERPILLAR INC475 shares0.21%2026-03-312026-05-12

Sponsored

INTU INTUIT767 shares0.00%2026-03-312026-05-12

LCTU BLACKROCK ETF TRUST4.7K shares-0.97%2026-03-312026-05-12

IVE ISHARES TR1.5K shares33.57%2026-03-312026-05-12

IEV ISHARES TR4.6K shares0.00%2026-03-312026-05-12

IWM ISHARES TR1.3K shares0.00%2026-03-312026-05-12

IWR ISHARES TR3.2K shares0.00%2026-03-312026-05-12

T AT&T INC10.3K shares0.14%2026-03-312026-05-12

SUSB ISHARES TR11.0K shares0.07%2026-03-312026-05-12

Sponsored

SPY STATE STR SPDR S&P 500 ETF T410 shares-2.61%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F4.8K shares13.21%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS5.3K shares-1.69%2026-03-312026-05-12

WMT WALMART INC2.1K shares0.83%2026-03-312026-05-12

IUSV ISHARES TR2.5K shares0.00%2026-03-312026-05-12

BAC BANK AMERICA CORP5.2K shares0.56%2026-03-312026-05-12

ADSK AUTODESK INC1.0K shares0.00%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE865 shares0.58%2026-03-312026-05-12

Sponsored

ESML ISHARES TR5.1K shares3.18%2026-03-312026-05-12

CSCO CISCO SYS INC3.1K shares0.46%2026-03-312026-05-12

IUSG ISHARES TR1.5K shares0.00%2026-03-312026-05-12

SUSC ISHARES TR10.0K shares1.94%2026-03-312026-05-12

ADBE ADOBE INC939 shares0.00%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR392 shares-3.21%2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II4.2K shares25.90%2026-03-312026-05-12

IYM ISHARES TR1.2K shares31.68%2026-03-312026-05-12

Sponsored

VZ VERIZON COMMUNICATIONS INC4.3K shares0.14%2026-03-312026-05-12

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K shares0.00%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP3.4K shares0.00%2026-03-312026-05-12

SCHH SCHWAB STRATEGIC TR9.8K shares2.23%2026-03-312026-05-12

AGZ ISHARES TR1.9K shares0.00%2026-03-312026-05-12

IWV ISHARES TR546 shares-2.50%2026-03-312026-05-12

SPYM SPDR SERIES TRUST2.6K shares13.16%2026-03-312026-05-12

VV VANGUARD INDEX FDS656 shares8.25%2026-03-312026-05-12

Sponsored

BUFZ FIRST TR EXCHNG TRADED FD VI7.5K shares46.43%2026-03-312026-05-12

DMXF ISHARES TR2.6K shares6.43%2026-03-312026-05-12

PZT INVESCO EXCH TRADED FD TR II8.5K shares0.00%2026-03-312026-05-12

MA MASTERCARD INCORPORATED376 shares0.80%2026-03-312026-05-12

CGMS CAPITAL GRP FIXED INCM ETF T6.8K shares0.74%2026-03-312026-05-12

LLY ELI LILLY &CO200 shares0.50%2026-03-312026-05-12

QUAL ISHARES TR957 shares48.83%2026-03-312026-05-12

PFF ISHARES TR6.0K shares-3.06%2026-03-312026-05-12

Sponsored

IXUS ISHARES TR2.1K shares2.01%2026-03-312026-05-12

GEV GE VERNOVA INC205 shares0.00%2026-03-312026-05-12

VTWO VANGUARD SCOTTSDALE FDS1.8K shares0.39%2026-03-312026-05-12

FMDE FIDELITY COVINGTON TRUST4.9K shares-10.48%2026-03-312026-05-12

EAGG ISHARES TR3.7K shares7.91%2026-03-312026-05-12

EFV ISHARES TR2.4K shares37.33%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.3K shares0.00%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI360 shares0.00%2026-03-312026-05-12

Sponsored

VCSH VANGUARD SCOTTSDALE FDS2.1K shares0.99%2026-03-312026-05-12

VTI VANGUARD INDEX FDS524 shares-2.06%2026-03-312026-05-12

PG PROCTER &GAMBLE CO1.1K shares0.00%2026-03-312026-05-12

NBIX NEUROCRINE BIOSCIENCES INC1.2K shares0.00%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC189 shares0.00%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC465 shares22.37%2026-03-312026-05-12

LINDE PLC LINDE PLC316 shares0.00%2026-03-312026-05-12

VHT VANGUARD WORLD FD570 shares0.00%2026-03-312026-05-12

Sponsored

IOO ISHARES TR1.2K shares0.00%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F1.1K shares-1.28%2026-03-312026-05-12

ILCG ISHARES TR1.5K shares1.64%2026-03-312026-05-12

AEIS ADVANCED ENERGY INDS450 shares0.00%2026-03-312026-05-12

META META PLATFORMS INC254 shares2.83%2026-03-312026-05-12

JHML JOHN HANCOCK EXCHANGE TRADED1.8K shares0.27%2026-03-312026-05-12

MCD MCDONALDS CORP457 shares-78.63%2026-03-312026-05-12

SDY SPDR SERIES TRUST970 shares0.10%2026-03-312026-05-12

Sponsored

EUSB ISHARES TR3.2K shares1.59%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS1.9K shares0.37%2026-03-312026-05-12

HYG ISHARES TR1.7K shares0.00%2026-03-312026-05-12

SLB SLB LIMITED2.7K shares0.00%2026-03-312026-05-12

PEP PEPSICO INC879 shares0.00%2026-03-312026-05-12

FENI FIDELITY COVINGTON TRUST3.6K shares0.75%2026-03-312026-05-12

MERCK &CO INC MERCK &CO INC1.1K shares0.63%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T680 shares0.00%2026-03-312026-05-12

Sponsored

RTX RTX CORPORATION665 shares0.00%2026-03-312026-05-12

HD HOME DEPOT INC388 shares0.52%2026-03-312026-05-12

AOR ISHARES TR2.0K shares10.68%2026-03-312026-05-12

ATR APTARGROUP INC1.0K shares0.00%2026-03-312026-05-12

EFA ISHARES TR1.3K shares1.17%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION126 shares0.00%2026-03-312026-05-12

IGM ISHARES TR1.1K shares0.00%2026-03-312026-05-12

MMM 3M CO848 shares0.95%2026-03-312026-05-12

Sponsored

ADP AUTOMATIC DATA PROCESSING IN598 shares0.00%2026-03-312026-05-12

IVOG VANGUARD ADMIRAL FDS INC963 shares0.00%2026-03-312026-05-12

XMMO INVESCO EXCHANGE TRADED FD T800 shares0.00%2026-03-312026-05-12

IUSB ISHARES TR2.5K shares0.00%2026-03-312026-05-12

GLW CORNING INC846 shares0.00%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP331 shares0.00%2026-03-312026-05-12

FTNT FORTINET INC1.4K shares0.00%2026-03-312026-05-12

CGDG CAPITAL GROUP DIVIDEND GROWE3.1K shares0.00%2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW688 shares0.00%2026-03-312026-05-12

IGRO ISHARES TR1.3K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION517 shares0.00%2026-03-312026-05-12

DE DEERE &CO189 shares0.00%2026-03-312026-05-12

BCI ABRDN ETFS4.3K shares0.00%2026-03-312026-05-12

ENTG ENTEGRIS INC875 shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS168 shares0.00%2026-03-312026-05-12

IWF ISHARES TR231 shares0.00%2026-03-312026-05-12

Sponsored

IEMG ISHARES INC1.4K shares45.03%2026-03-312026-05-12

VXUS VANGUARD STAR FDS1.3K shares0.00%2026-03-312026-05-12

USHY ISHARES TR2.6K shares1.36%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS447 shares0.00%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS644 shares8.42%2026-03-312026-05-12

LCTD BLACKROCK ETF TRUST1.7K shares5.69%2026-03-312026-05-12

ABBV ABBVIE INC433 shares0.00%2026-03-312026-05-12

SDG ISHARES TR1.1K shares0.36%2026-03-312026-05-12

Sponsored

VXF VANGUARD INDEX FDS454 shares-8.10%2026-03-312026-05-12

MUB ISHARES TR861 shares8.17%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L2.4K shares0.00%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS1.8K shares2.13%2026-03-312026-05-12

TSCO TRACTOR SUPPLY CO2.0K shares0.00%2026-03-312026-05-12

ITB ISHARES TR1.0K shares0.00%2026-03-312026-05-12

GII SPDR INDEX SHS FDS1.2K shares-2.93%2026-03-312026-05-12

FBND FIDELITY MERRIMACK STR TR1.9K shares-3.56%2026-03-312026-05-12

Sponsored

AMD ADVANCED MICRO DEVICES INC434 shares7.43%2026-03-312026-05-12

PEG PUBLIC SVC ENTERPRISE GROUP1.1K shares0.00%2026-03-312026-05-12

SCHC SCHWAB STRATEGIC TR1.9K sharesnew addition2026-03-312026-05-12

ESGE ISHARES INC1.9K shares3.34%2026-03-312026-05-12

DIS DISNEY WALT CO892 shares-0.89%2026-03-312026-05-12

GLD SPDR GOLD TR199 shares11.17%2026-03-312026-05-12

SHY ISHARES TR1.0K shares0.00%2026-03-312026-05-12

IAGG ISHARES TR1.7K shares230.26%2026-03-312026-05-12

Sponsored

VGT VANGUARD WORLD FD120 shares-14.29%2026-03-312026-05-12

COP CONOCOPHILLIPS632 shares0.00%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR1.0K shares2.55%2026-03-312026-05-12

CGBL CAPITAL GROUP CORE BALANCED2.4K shares0.00%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR2.7K shares0.00%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS922 shares1.54%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST1.4K shares32.83%2026-03-312026-05-12

PRU PRUDENTIAL FINL INC817 shares0.00%2026-03-312026-05-12

Sponsored

GNR SPDR INDEX SHS FDS1.1K shares0.00%2026-03-312026-05-12

IGSB ISHARES TR1.5K shares133.18%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST1.5K shares0.00%2026-03-312026-05-12

QCOM QUALCOMM INC608 shares0.00%2026-03-312026-05-12

EMXC ISHARES INC994 shares74.69%2026-03-312026-05-12

SCHP SCHWAB STRATEGIC TR2.9K shares0.00%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO1.2K shares0.00%2026-03-312026-05-12

STLD STEEL DYNAMICS INC418 shares0.00%2026-03-312026-05-12

Sponsored

XLB SELECT SECTOR SPDR TR1.5K shares282.38%2026-03-312026-05-12

SLQD ISHARES TR1.4K shares0.00%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS666 shares0.00%2026-03-312026-05-12

CGCB CAPITAL GRP FIXED INCM ETF T2.8K shares0.55%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC155 shares0.00%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F1.4K shares0.00%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF1.7K shares0.00%2026-03-312026-05-12

VUG VANGUARD INDEX FDS158 shares-0.63%2026-03-312026-05-12

Sponsored

KO COCA COLA CO907 shares0.00%2026-03-312026-05-12

AON PLC AON PLC210 shares-0.47%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST1.5K shares0.00%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP719 shares0.00%2026-03-312026-05-12

FENY FIDELITY COVINGTON TRUST2.0K shares0.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS254 shares3.25%2026-03-312026-05-12

NATIONAL GRID PLC NATIONAL GRID PLC780 shares0.00%2026-03-312026-05-12

WMB WILLIAMS COS INC897 shares0.00%2026-03-312026-05-12

Sponsored

NEE NEXTERA ENERGY INC698 shares0.00%2026-03-312026-05-12

EAOR ISHARES TR1.9K shares0.00%2026-03-312026-05-12

ORCL ORACLE CORP436 shares0.00%2026-03-312026-05-12

CGCP CAPITAL GRP FIXED INCM ETF T2.9K shares0.63%2026-03-312026-05-12

DHDG FIRST TR EXCHNG TRADED FD VI1.9K shares0.00%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS1.1K shares0.74%2026-03-312026-05-12

SHE SPDR SERIES TRUST490 shares-2.58%2026-03-312026-05-12

AMAT APPLIED MATLS INC181 shares2.84%2026-03-312026-05-12

Sponsored

TYL TYLER TECHNOLOGIES INC180 shares0.00%2026-03-312026-05-12

JLL JONES LANG LASALLE INC201 shares1.52%2026-03-312026-05-12

RFG INVESCO EXCHANGE TRADED FD T1.1K shares9.94%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR2.1K shares-0.05%2026-03-312026-05-12

TRST TRUSTCO BK CORP N Y1.4K shares0.00%2026-03-312026-05-12

TD TORONTO DOMINION BK ONT624 shares0.00%2026-03-312026-05-12

IMTB ISHARES TR1.3K shares0.30%2026-03-312026-05-12

HELO J P MORGAN EXCHANGE TRADED F898 shares0.00%2026-03-312026-05-12

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD611 shares0.00%2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE1.3K shares0.00%2026-03-312026-05-12

JCI JOHNSON CONTROLS INTERNATION429 shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC485 shares-1.02%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST1.0K shares0.00%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC163 shares1.88%2026-03-312026-05-12

SATS ECHOSTAR CORP470 shares0.00%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR1.7K shares0.75%2026-03-312026-05-12

Sponsored

VGIT VANGUARD SCOTTSDALE FDS895 shares-11.82%2026-03-312026-05-12

UYM PROSHARES TR1.8K shares0.00%2026-03-312026-05-12

BSV VANGUARD BD INDEX FDS671 shares-11.24%2026-03-312026-05-12

IDEV ISHARES TR624 shares267.06%2026-03-312026-05-12

NFLX NETFLIX INC.530 shares1.92%2026-03-312026-05-12

DFAS DIMENSIONAL ETF TRUST714 shares-48.22%2026-03-312026-05-12

BROADCOM INC BROADCOM INC164 shares1.86%2026-03-312026-05-12

SGOV ISHARES TR502 shares0.00%2026-03-312026-05-12

Sponsored

TRGP TARGA RES CORP200 shares0.00%2026-03-312026-05-12

WBD WARNER BROS DISCOVERY INC1.8K shares0.00%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F878 shares213.57%2026-03-312026-05-12

INTC INTEL CORP1.1K shares0.00%2026-03-312026-05-12

VWOB VANGUARD WHITEHALL FDS743 shares0.00%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR1.9K shares0.00%2026-03-312026-05-12

BK BANK NEW YORK MELLON CORP408 shares-1.21%2026-03-312026-05-12

IR INGERSOLL RAND INC600 shares0.00%2026-03-312026-05-12

Sponsored

IYR ISHARES TR503 shares0.00%2026-03-312026-05-12

FIXT TCW ETF TRUST1.2K shares0.00%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC358 shares0.00%2026-03-312026-05-12

IWC ISHARES TR290 shares0.00%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC407 shares-90.42%2026-03-312026-05-12

IBB ISHARES TR272 shares0.00%2026-03-312026-05-12

VDE VANGUARD WORLD FD263 shares0.00%2026-03-312026-05-12

SCZ ISHARES TR570 shares0.00%2026-03-312026-05-12

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PTH INVESCO EXCHANGE TRADED FD T900 shares0.00%2026-03-312026-05-12

QTEC FIRST TR EXCHANGE-TRADED FD200 shares0.00%2026-03-312026-05-12

XOP SPDR SERIES TRUST235 shares0.00%2026-03-312026-05-12

APLE APPLE HOSPITALITY REIT INC3.7K shares0.00%2026-03-312026-05-12

FNDF SCHWAB STRATEGIC TR841 shares1174.24%2026-03-312026-05-12

FSLR FIRST SOLAR INC206 shares0.00%2026-03-312026-05-12

XLY SELECT SECTOR SPDR TR370 shares0.00%2026-03-312026-05-12

GILD GILEAD SCIENCES INC283 shares1.43%2026-03-312026-05-12

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NEAR ISHARES U S ETF TR750 shares10.95%2026-03-312026-05-12

VTV VANGUARD INDEX FDS190 shares-14.03%2026-03-312026-05-12

ISHG ISHARES TR500 shares0.00%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC327 shares0.31%2026-03-312026-05-12

FMNB FARMERS NATIONAL BANC CORP2.8K shares0.00%2026-03-312026-05-12

SHV ISHARES TR326 shares1.88%2026-03-312026-05-12

SCCO SOUTHERN COPPER CORP209 shares0.48%2026-03-312026-05-12

FSIG FIRST TR EXCHANGE-TRADED FD1.9K shares0.00%2026-03-312026-05-12

Sponsored

XLE SELECT SECTOR SPDR TR582 shares-7.91%2026-03-312026-05-12

NCPB NUSHARES ETF TR1.4K shares0.00%2026-03-312026-05-12

CMCSA COMCAST CORP NEW1.2K shares3.11%2026-03-312026-05-12

WM WASTE MGMT INC DEL152 shares-1.30%2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP125 shares0.81%2026-03-312026-05-12

AVY AVERY DENNISON CORP201 shares0.00%2026-03-312026-05-12

CVS CVS HEALTH CORP478 shares0.00%2026-03-312026-05-12

VOOV VANGUARD ADMIRAL FDS INC167 shares11.33%2026-03-312026-05-12

Sponsored

IYJ ISHARES TR230 shares0.00%2026-03-312026-05-12

HYMB SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-12

NI NISOURCE INC712 shares-0.28%2026-03-312026-05-12

DVYE ISHARES INC966 shares-5.01%2026-03-312026-05-12

IJS ISHARES TR278 shares0.00%2026-03-312026-05-12

FDIF FIDELITY COVINGTON TRUST1.0K shares0.00%2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW100 shares0.00%2026-03-312026-05-12

VDC VANGUARD WORLD FD145 shares0.69%2026-03-312026-05-12

Sponsored

UNH UNITEDHEALTH GROUP INC120 shares0.84%2026-03-312026-05-12

INFY INFOSYS LTD2.4K shares0.00%2026-03-312026-05-12

CIBR FIRST TR EXCHANGE-TRADED FD507 shares0.00%2026-03-312026-05-12

FAN FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-05-12

ABT ABBOTT LABORATORIES305 shares0.00%2026-03-312026-05-12

MBB ISHARES TR322 shares0.00%2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD644 shares0.00%2026-03-312026-05-12

SHYG ISHARES TR700 shares0.00%2026-03-312026-05-12

Sponsored

ES EVERSOURCE ENERGY426 shares0.00%2026-03-312026-05-12

FDN FIRST TR EXCHANGE-TRADED FD125 shares0.00%2026-03-312026-05-12

PFE PFIZER INC1.0K shares0.68%2026-03-312026-05-12

SPAB SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-05-12

GLDM WORLD GOLD TR309 shares0.00%2026-03-312026-05-12

VAW VANGUARD WORLD FD127 shares0.00%2026-03-312026-05-12

AVUS AMERICAN CENTY ETF TR256 shares0.00%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC240 shares0.00%2026-03-312026-05-12

Sponsored

VOX VANGUARD WORLD FD154 shares0.00%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR312 shares0.00%2026-03-312026-05-12

CHD CHURCH &DWIGHT CO INC293 shares0.00%2026-03-312026-05-12

ACWI ISHARES TR195 shares1.04%2026-03-312026-05-12

FIW FIRST TR EXCHANGE-TRADED FD260 shares0.00%2026-03-312026-05-12

DFAI DIMENSIONAL ETF TRUST681 shares0.00%2026-03-312026-05-12

HGLB HIGHLAND GLOBAL ALLOCATION F3.2K shares0.00%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC6 shares0.00%2026-03-312026-05-12

Sponsored

PDP INVESCO EXCHANGE TRADED FD T211 sharesnew addition2026-03-312026-05-12

CRM SALESFORCE INC135 shares0.00%2026-03-312026-05-12

DGX QUEST DIAGNOSTICS INC128 shares0.00%2026-03-312026-05-12

EPAM EPAM SYS INC183 shares0.00%2026-03-312026-05-12

IMCG ISHARES TR313 shares0.00%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR1.1K shares0.00%2026-03-312026-05-12

SYK STRYKER CORPORATION74 shares0.00%2026-03-312026-05-12

FXO FIRST TR EXCHANGE-TRADED FD428 shares-32.17%2026-03-312026-05-12

Sponsored

FI FISERV INC426 shares0.00%2026-03-312026-05-12

KMB KIMBERLY-CLARK CORP245 shares0.00%2026-03-312026-05-12

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR650 shares0.00%2026-03-312026-05-12

FAD FIRST TR EXCHANGE-TRADED ALP147 shares0.00%2026-03-312026-05-12

IRM IRON MTN INC DEL229 shares0.00%2026-03-312026-05-12

BMI BADGER METER INC153 shares0.00%2026-03-312026-05-12

IEUR ISHARES TR331 shares9.97%2026-03-312026-05-12

GFS GLOBALFOUNDRIES INC521 shares0.00%2026-03-312026-05-12

Sponsored

IGOV ISHARES TR560 shares0.00%2026-03-312026-05-12

GEHC GE HEALTHCARE TECHNOLOGIES I322 shares-3.59%2026-03-312026-05-12

ORA ORMAT TECHNOLOGIES INC203 shares-8.14%2026-03-312026-05-12

TR TOOTSIE ROLL INDS INC530 shares0.00%2026-03-312026-05-12

IWL ISHARES TR140 shares0.00%2026-03-312026-05-12

FIDI FIDELITY COVINGTON TRUST804 shares0.00%2026-03-312026-05-12

WFC WELLS FARGO &CO278 shares4.12%2026-03-312026-05-12

IXC ISHARES TR380 shares0.00%2026-03-312026-05-12

Sponsored

XBI SPDR SERIES TRUST170 shares0.00%2026-03-312026-05-12

EUFN ISHARES TR621 shares0.00%2026-03-312026-05-12

AAXJ ISHARES TR220 shares0.00%2026-03-312026-05-12

BA BOEING CO106 shares0.00%2026-03-312026-05-12

FELC FIDELITY COVINGTON TRUST575 shares0.00%2026-03-312026-05-12

QLTA ISHARES TR435 shares0.00%2026-03-312026-05-12

SLV ISHARES SILVER TR300 shares0.00%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC41 shares0.00%2026-03-312026-05-12

Sponsored

SPYG SPDR SERIES TRUST200 shares0.00%2026-03-312026-05-12

EXC EXELON CORP391 shares0.00%2026-03-312026-05-12

MTUM ISHARES TR79 shares0.00%2026-03-312026-05-12

YUM YUM BRANDS INC122 shares0.00%2026-03-312026-05-12

PZA INVESCO EXCH TRADED FD TR II810 shares0.00%2026-03-312026-05-12

MTB M &T BK CORP90 shares0.00%2026-03-312026-05-12

PPG PPG INDS INC172 shares0.00%2026-03-312026-05-12

MAS MASCO CORP304 shares0.00%2026-03-312026-05-12

Sponsored

NVO NOVO-NORDISK A S493 shares0.00%2026-03-312026-05-12

AMGN AMGEN INC51 shares0.00%2026-03-312026-05-12

MO ALTRIA GROUP INC271 shares-1.81%2026-03-312026-05-12

ACWX ISHARES TR258 shares0.00%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO58 shares7.41%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS227 shares-19.22%2026-03-312026-05-12

GVI ISHARES TR163 shares0.00%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR214 shares0.00%2026-03-312026-05-12

Sponsored

ALL ALLSTATE CORP83 shares0.00%2026-03-312026-05-12

IYZ ISHARES TR425 shares-5.56%2026-03-312026-05-12

MDLZ MONDELEZ INTL INC288 shares0.00%2026-03-312026-05-12

MRTN MARTEN TRANS LTD1.3K shares0.00%2026-03-312026-05-12

FXH FIRST TR EXCHANGE-TRADED FD150 sharesnew addition2026-03-312026-05-12

BLV VANGUARD BD INDEX FDS239 shares0.00%2026-03-312026-05-12

HWM HOWMET AEROSPACE INC71 shares0.00%2026-03-312026-05-12

FTEC FIDELITY COVINGTON TRUST78 shares23.81%2026-03-312026-05-12

Sponsored

LOW LOWES COS INC68 shares4.62%2026-03-312026-05-12

FGD FIRST TR EXCHANGE-TRADED FD500 shares0.00%2026-03-312026-05-12

SU SUNCOR ENERGY INC NEW241 shares0.00%2026-03-312026-05-12

CRUS CIRRUS LOGIC INC110 shares0.00%2026-03-312026-05-12

HWC HANCOCK WHITNEY CORPORATION248 shares0.00%2026-03-312026-05-12

USMV ISHARES TR170 shares0.00%2026-03-312026-05-12

LDOS LEIDOS HOLDINGS INC100 sharesnew addition2026-03-312026-05-12

IHE ISHARES TR177 shares0.00%2026-03-312026-05-12

Sponsored

VMBS VANGUARD SCOTTSDALE FDS324 shares-11.96%2026-03-312026-05-12

AOM ISHARES TR320 shares0.00%2026-03-312026-05-12

IDA IDACORP INC105 shares0.00%2026-03-312026-05-12

ESGV VANGUARD WORLD FD133 shares-10.14%2026-03-312026-05-12

GSG ISHARES S&P GSCI COMMODITY-459 shares0.00%2026-03-312026-05-12

EQR EQUITY RESIDENTIAL250 shares0.00%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP69 shares15.00%2026-03-312026-05-12

F FORD MTR CO1.3K shares0.00%2026-03-312026-05-12

Sponsored

ILCV ISHARES TR156 shares0.00%2026-03-312026-05-12

M MACYS INC804 shares0.00%2026-03-312026-05-12

IWN ISHARES TR76 shares4.11%2026-03-312026-05-12

CMG CHIPOTLE MEXICAN GRILL INC450 shares0.00%2026-03-312026-05-12

FBT FIRST TR EXCHANGE-TRADED FD71 sharesnew addition2026-03-312026-05-12

STM STMICROELECTRONICS N V412 shares0.00%2026-03-312026-05-12

LNG CHENIERE ENERGY INC50 shares0.00%2026-03-312026-05-12

IBND SPDR SERIES TRUST455 shares0.00%2026-03-312026-05-12

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD275 shares-19.35%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR164 shares0.00%2026-03-312026-05-12

DFAC DIMENSIONAL ETF TRUST358 shares0.00%2026-03-312026-05-12

MEDTRONIC PLC MEDTRONIC PLC159 shares3.92%2026-03-312026-05-12

FPEI FIRST TR EXCH TRADED FD III724 shares0.00%2026-03-312026-05-12

BIL SPDR SERIES TRUST150 shares0.00%2026-03-312026-05-12

TROW PRICE T ROWE GROUP INC152 shares7500.00%2026-03-312026-05-12

CNI CANADIAN NATL RY CO133 shares0.00%2026-03-312026-05-12

Sponsored

SCHF SCHWAB STRATEGIC TR548 shares0.00%2026-03-312026-05-12

SOLV SOLVENTUM CORP207 shares0.00%2026-03-312026-05-12

EMN EASTMAN CHEM CO177 shares0.00%2026-03-312026-05-12

ESGD ISHARES TR141 shares11.90%2026-03-312026-05-12

EWC ISHARES INC240 shares0.00%2026-03-312026-05-12

EVUS ISHARES TR406 shares20.83%2026-03-312026-05-12

VODAFONE GROUP PLC VODAFONE GROUP PLC857 shares0.00%2026-03-312026-05-12

IGIB ISHARES TR239 shares0.00%2026-03-312026-05-12

Sponsored

IYE ISHARES TR196 shares390.00%2026-03-312026-05-12

HUBS HUBSPOT INC50 shares0.00%2026-03-312026-05-12

NPK NATIONAL PRESTO INDS INC87 shares0.00%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP65 shares0.00%2026-03-312026-05-12

SPTS SPDR SERIES TRUST398 shares0.00%2026-03-312026-05-12

DFAE DIMENSIONAL ETF TRUST340 shares0.00%2026-03-312026-05-12

IP INTERNATIONAL PAPER CO321 shares0.00%2026-03-312026-05-12

XEL XCEL ENERGY INC143 shares-0.69%2026-03-312026-05-12

Sponsored

SPHY SPDR SERIES TRUST487 shares0.00%2026-03-312026-05-12

POR PORTLAND GEN ELEC CO215 shares0.00%2026-03-312026-05-12

MET METLIFE INC160 shares0.00%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF295 shares0.00%2026-03-312026-05-12

RWO SPDR INDEX SHS FDS225 shares87.50%2026-03-312026-05-12

REZI RESIDEO TECHNOLOGIES INC332 shares0.00%2026-03-312026-05-12

TMUS T-MOBILE US INC53 shares0.00%2026-03-312026-05-12

HEFA ISHARES TR253 shares0.00%2026-03-312026-05-12

Sponsored

VPLS VANGUARD MALVERN FDS138 shares-69.80%2026-03-312026-05-12

IMCV ISHARES TR126 shares-69.57%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO125 shares0.00%2026-03-312026-05-12

SHOP SHOPIFY INC89 shares0.00%2026-03-312026-05-12

DOV DOVER CORP50 shares0.00%2026-03-312026-05-12

DEW WISDOMTREE TR154 shares0.65%2026-03-312026-05-12

SCHR SCHWAB STRATEGIC TR405 shares0.00%2026-03-312026-05-12

LPTH LIGHTPATH TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-05-12

Sponsored

FDHY FIDELITY COVINGTON TRUST206 shares1.48%2026-03-312026-05-12

ISCF ISHARES TR237 shares0.00%2026-03-312026-05-12

XJH ISHARES TR216 shares13.09%2026-03-312026-05-12

VOE VANGUARD INDEX FDS53 shares0.00%2026-03-312026-05-12

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I379 sharesnew addition2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II132 shares0.76%2026-03-312026-05-12

MDYG SPDR SERIES TRUST100 shares0.00%2026-03-312026-05-12

FAB FIRST TR EXCHANGE-TRADED ALP100 shares0.00%2026-03-312026-05-12

Sponsored

MSB MESABI TR300 shares0.00%2026-03-312026-05-12

FDX FEDEX CORP26 shares4.00%2026-03-312026-05-12

NUDM NUSHARES ETF TR256 shares0.00%2026-03-312026-05-12

FMAT FIDELITY COVINGTON TRUST160 shares60.00%2026-03-312026-05-12

FDG AMERICAN CENTY ETF TR80 shares0.00%2026-03-312026-05-12

EEM ISHARES TR160 shares0.00%2026-03-312026-05-12

SBUX STARBUCKS CORP100 shares0.00%2026-03-312026-05-12

QCLN FIRST TR EXCHANGE-TRADED FD192 shares0.00%2026-03-312026-05-12

Sponsored

PID INVESCO EXCHANGE TRADED FD T400 shares0.00%2026-03-312026-05-12

CCEP COCA-COLA EUROPACIFIC PARTNE98 shares0.00%2026-03-312026-05-12

EES WISDOMTREE TR153 shares0.00%2026-03-312026-05-12

CRH PLC CRH PLC84 shares10.53%2026-03-312026-05-12

EWT ISHARES INC124 shares0.00%2026-03-312026-05-12

TAP MOLSON COORS BEVERAGE CO204 shares0.00%2026-03-312026-05-12

FHI FEDERATED HERMES INC155 shares-1.90%2026-03-312026-05-12

CTSH COGNIZANT TECHNOLOGY SOLUTIO143 shares0.70%2026-03-312026-05-12

Sponsored

DOCN DIGITALOCEAN HLDGS INC100 shares0.00%2026-03-312026-05-12

BDX BECTON DICKINSON &CO54 shares0.00%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC58 shares7.41%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF160 shares0.00%2026-03-312026-05-12

GSK PLC GSK PLC152 shares0.00%2026-03-312026-05-12

ETG EATON VANCE TX ADV GLBL DIV400 shares0.00%2026-03-312026-05-12

INFL LISTED FDS TR154 shares0.00%2026-03-312026-05-12

EW EDWARDS LIFESCIENCES CORP99 shares0.00%2026-03-312026-05-12

Sponsored

EVV EATON VANCE LIMITED DURATION833 shares0.00%2026-03-312026-05-12

SLYV SPDR SERIES TRUST83 shares0.00%2026-03-312026-05-12

FBIN FORTUNE BRANDS INNOVATIONS I200 shares0.00%2026-03-312026-05-12

CCL CARNIVAL CORP300 shares0.00%2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY S A16 shares0.00%2026-03-312026-05-12

CVSB MORGAN STANLEY ETF TRUST151 shares0.00%2026-03-312026-05-12

FRNW FIDELITY COVINGTON TRUST329 shares0.00%2026-03-312026-05-12

DOCU DOCUSIGN INC160 shares0.00%2026-03-312026-05-12

Sponsored

TOPT ISHARES TR262 shares61.73%2026-03-312026-05-12

WAB WABTEC30 shares-11.76%2026-03-312026-05-12

CLOA BLACKROCK ETF TRUST II142 shares0.00%2026-03-312026-05-12

TOTL SSGA ACTIVE ETF TR185 shares0.00%2026-03-312026-05-12

HOG HARLEY DAVIDSON INC362 shares0.00%2026-03-312026-05-12

SYY SYSCO CORP102 shares0.00%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL217 shares0.00%2026-03-312026-05-12

MS MORGAN STANLEY44 shares0.00%2026-03-312026-05-12

Sponsored

EOG EOG RES INC50 shares0.00%2026-03-312026-05-12

DEMZ ADVISORS INNER CIRCLE FD III178 shares0.00%2026-03-312026-05-12

AVNT AVIENT CORPORATION195 shares0.00%2026-03-312026-05-12

EMB ISHARES TR75 shares4.17%2026-03-312026-05-12

FHLC FIDELITY COVINGTON TRUST100 shares0.00%2026-03-312026-05-12

BDC BELDEN INC61 shares0.00%2026-03-312026-05-12

TLT ISHARES TR80 shares0.00%2026-03-312026-05-12

TE CONNECTIVITY PLC TE CONNECTIVITY PLC33 shares37.50%2026-03-312026-05-12

Sponsored

NVS NOVARTIS AG45 shares0.00%2026-03-312026-05-12

BROS DUTCH BROS INC135 shares58.82%2026-03-312026-05-12

IYC ISHARES TR70 shares0.00%2026-03-312026-05-12

ASTS AST SPACEMOBILE INC81 shares0.00%2026-03-312026-05-12

APD AIR PRODUCTS AND CHEMICALS I23 shares0.00%2026-03-312026-05-12

FNB F N B CORP389 shares0.00%2026-03-312026-05-12

GOVT ISHARES TR283 shares-85.12%2026-03-312026-05-12

XTEN BONDBLOXX ETF TRUST141 shares0.00%2026-03-312026-05-12

Sponsored

SCHY SCHWAB STRATEGIC TR204 shares0.00%2026-03-312026-05-12

PWRD TCW ETF TRUST66 shares0.00%2026-03-312026-05-12

FSMD FIDELITY COVINGTON TRUST143 shares0.00%2026-03-312026-05-12

KHC KRAFT HEINZ CO284 shares0.00%2026-03-312026-05-12

HRI HERC HLDGS INC64 shares0.00%2026-03-312026-05-12

APP APPLOVIN CORP16 shares6.67%2026-03-312026-05-12

USRT ISHARES TR106 shares-11.67%2026-03-312026-05-12

ET ENERGY TRANSFER L P324 shares0.00%2026-03-312026-05-12

Sponsored

ENB ENBRIDGE INC114 shares0.00%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC62 shares0.00%2026-03-312026-05-12

IJJ ISHARES TR46 shares0.00%2026-03-312026-05-12

VST VISTRA CORP40 shares0.00%2026-03-312026-05-12

IVV

ISHARES TR

-3.31%

Shares20.0K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-1.14%

Shares90.4K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

-1.00%

Shares60.8K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-0.26%

Shares116.7K

Event2026-03-31

Filed2026-05-12

DVY

ISHARES TR

3.37%

Shares27.2K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

2.02%

Shares38.6K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-1.36%

Shares26.0K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

-2.32%

Shares22.1K

Event2026-03-31

Filed2026-05-12

STIP

ISHARES TR

194.28%

Shares25.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.90%

Shares10.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

0.18%

Shares3.4K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

-5.44%

Shares15.6K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.18%

Shares3.9K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-0.85%

Shares53.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.40%

Shares4.7K

Event2026-03-31

Filed2026-05-12

NYF

ISHARES TR

0.00%

Shares21.9K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.98%

Shares5.4K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON &JOHNSON

0.04%

Shares4.5K

Event2026-03-31

Filed2026-05-12

IDV

ISHARES TR

3.89%

Shares25.2K

Event2026-03-31

Filed2026-05-12

EFG

ISHARES TR

65.56%

Shares11.0K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

6.50%

Shares14.2K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

1.33%

Shares3.2K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-7.81%

Shares8.3K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

-51.82%

Shares24.9K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-0.31%

Shares1.9K

Event2026-03-31

Filed2026-05-12

VISA INC

-0.27%

Shares2.2K

Event2026-03-31

Filed2026-05-12

FELG

FIDELITY COVINGTON TRUST

-1.97%

Shares17.4K

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

-3.28%

Shares5.7K

Event2026-03-31

Filed2026-05-12

DSI

ISHARES TR

-18.52%

Shares5.0K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

0.40%

Shares12.3K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.08%

Shares2.4K

Event2026-03-31

Filed2026-05-12

IJT

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

9.59%

Shares8.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.18%

Shares3.3K

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

-2.01%

Shares3.7K

Event2026-03-31

Filed2026-05-12

IYW

ISHARES TR

7.10%

Shares2.8K

Event2026-03-31

Filed2026-05-12

TIP

ISHARES TR

-0.54%

Shares4.2K

Event2026-03-31

Filed2026-05-12

EFIV

SPDR SERIES TRUST

26.33%

Shares7.2K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

0.00%

Shares338

Event2026-03-31

Filed2026-05-12

SPHD

INVESCO EXCH TRADED FD TR II

-0.66%

Shares8.2K

Event2026-03-31

Filed2026-05-12

IXN

ISHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE &CO

-0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS

0.71%

Shares4.4K

Event2026-03-31

Filed2026-05-12

ICLN

ISHARES TR

-2.08%

Shares19.1K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.21%

Shares475

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

0.00%

Shares767

Event2026-03-31

Filed2026-05-12

LCTU

BLACKROCK ETF TRUST

-0.97%

Shares4.7K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

33.57%

Shares1.5K

Event2026-03-31

Filed2026-05-12

IEV

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-05-12

AT&T INC

0.14%

Shares10.3K

Event2026-03-31

Filed2026-05-12

SUSB

ISHARES TR

0.07%

Shares11.0K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-2.61%

Shares410

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

13.21%

Shares4.8K

Event2026-03-31

Filed2026-05-12

BNDX

VANGUARD CHARLOTTE FDS

-1.69%

Shares5.3K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

0.83%

Shares2.1K

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

0.56%

Shares5.2K

Event2026-03-31

Filed2026-05-12

ADSK

AUTODESK INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

GE AEROSPACE

0.58%

Shares865

Event2026-03-31

Filed2026-05-12

ESML

ISHARES TR

3.18%

Shares5.1K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.46%

Shares3.1K

Event2026-03-31

Filed2026-05-12

IUSG

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

SUSC

ISHARES TR

1.94%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

0.00%

Shares939

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-3.21%

Shares392

Event2026-03-31

Filed2026-05-12

BINC

BLACKROCK ETF TRUST II

25.90%

Shares4.2K

Event2026-03-31

Filed2026-05-12

IYM

ISHARES TR

31.68%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

0.14%

Shares4.3K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SCHH

SCHWAB STRATEGIC TR

2.23%

Shares9.8K

Event2026-03-31

Filed2026-05-12

AGZ

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

-2.50%

Shares546

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

13.16%

Shares2.6K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

8.25%

Shares656

Event2026-03-31

Filed2026-05-12

BUFZ

FIRST TR EXCHNG TRADED FD VI

46.43%

Shares7.5K

Event2026-03-31

Filed2026-05-12

DMXF

ISHARES TR

6.43%

Shares2.6K

Event2026-03-31

Filed2026-05-12

PZT

INVESCO EXCH TRADED FD TR II

0.00%

Shares8.5K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

0.80%

Shares376

Event2026-03-31

Filed2026-05-12

CGMS

CAPITAL GRP FIXED INCM ETF T

0.74%

Shares6.8K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY &CO

0.50%

Shares200

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

48.83%

Shares957

Event2026-03-31

Filed2026-05-12

PFF

ISHARES TR

-3.06%

Shares6.0K

Event2026-03-31

Filed2026-05-12

IXUS

ISHARES TR

2.01%

Shares2.1K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

0.00%

Shares205

Event2026-03-31

Filed2026-05-12

VTWO

VANGUARD SCOTTSDALE FDS

0.39%

Shares1.8K

Event2026-03-31

Filed2026-05-12

FMDE

FIDELITY COVINGTON TRUST

-10.48%

Shares4.9K

Event2026-03-31

Filed2026-05-12

EAGG

ISHARES TR

7.91%

Shares3.7K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

37.33%

Shares2.4K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares360

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

0.99%

Shares2.1K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-2.06%

Shares524

Event2026-03-31

Filed2026-05-12

PROCTER &GAMBLE CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-12

NBIX

NEUROCRINE BIOSCIENCES INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

0.00%

Shares189

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

22.37%

Shares465

Event2026-03-31

Filed2026-05-12

LINDE PLC

0.00%

Shares316

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

0.00%

Shares570

Event2026-03-31

Filed2026-05-12

IOO

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

VANGUARD INTL EQUITY INDEX F

-1.28%

Shares1.1K

Event2026-03-31

Filed2026-05-12

ILCG

ISHARES TR

1.64%

Shares1.5K

Event2026-03-31

Filed2026-05-12

AEIS

ADVANCED ENERGY INDS

0.00%

Shares450

Event2026-03-31

Filed2026-05-12