Sponsored

The Analysis of Goldstein Advisors, LLC's Holdings & P&L

Currently, Goldstein Advisors, LLC holds 228 types of securities in its portfolio with a total value $900.2M. In the most recent quarter, they have increased their positions in CORO (+1.7M shares, valued at $55.6M), ITOT (+136.2K shares, valued at $19.4M), BLCR (+462.8K shares, valued at $19.0M); decreased their positions in EMEQ (-551.9K shares, valued at $24.9M), VFLO (-543.8K shares, valued at $21.5M), AVDE (-149.2K shares, valued at $12.7M); initiated new positions in CORO (+1.7M shares, valued at $55.6M), BLCR (+462.8K shares, valued at $19.0M), COP (+2.3K shares, valued at $299.9K).

1M P&L

+40.1M+4.18%

3M P&L

+44.6M+4.67%

HY P&L

+73.9M+7.98%

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/A833.6M

94.3%

2Semiconductors6.8M

0.8%

3Consumer Electronics5.8M

0.7%

Top Industries by Stock Count

1N/A120 stocks

59.7%

2Drug Manufacturers - General4 stocks

2.0%

3Utilities - Regulated Electric4 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR772.9K shares21.39%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR598.0K shares-11.45%2026-03-312026-04-28

VFLO VICTORY PORTFOLIOS II1.5M shares-26.09%2026-03-312026-04-28

JGRO J P MORGAN EXCHANGE TRADED F678.4K shares5.21%2026-03-312026-04-28

CORO BLACKROCK ETF TRUST1.7M sharesnew addition2026-03-312026-04-28

UBND VICTORY PORTFOLIOS II1.7M shares19.77%2026-03-312026-04-28

THRO BLACKROCK ETF TRUST897.3K shares9.10%2026-03-312026-04-28

DBMF LITMAN GREGORY FDS TR1.1M shares1.13%2026-03-312026-04-28

Sponsored

BOND PIMCO ETF TR281.5K shares4.64%2026-03-312026-04-28

QUAL ISHARES TR130.3K shares-22.96%2026-03-312026-04-28

SPMO INVESCO EXCH TRADED FD TR II202.7K shares4.17%2026-03-312026-04-28

ALAI THE ALGER ETF TRUST682.0K shares12.05%2026-03-312026-04-28

TAXF AMERICAN CENTY ETF TR420.9K shares2.14%2026-03-312026-04-28

HMOP HARTFORD FDS EXCHANGE TRADED523.5K shares2.43%2026-03-312026-04-28

IXUS ISHARES TR223.1K shares10.03%2026-03-312026-04-28

BLCR BLACKROCK ETF TRUST462.8K sharesnew addition2026-03-312026-04-28

Sponsored

RODM LATTICE STRATEGIES TR447.8K shares1.34%2026-03-312026-04-28

SHLD GLOBAL X FDS243.5K shares50.48%2026-03-312026-04-28

EMEQ NOMURA ETF TR273.9K shares-66.83%2026-03-312026-04-28

JPSE J P MORGAN EXCHANGE TRADED F230.7K shares0.96%2026-03-312026-04-28

BNDX VANGUARD CHARLOTTE FDS209.6K shares7.88%2026-03-312026-04-28

XSOE WISDOMTREE TR230.3K shares1.00%2026-03-312026-04-28

PULS PGIM ETF TR184.3K shares43.35%2026-03-312026-04-28

GBIL GOLDMAN SACHS ETF TR70.2K shares11.01%2026-03-312026-04-28

Sponsored

IJH ISHARES TR97.1K shares0.60%2026-03-312026-04-28

AAPL APPLE INC22.7K shares3.56%2026-03-312026-04-28

NVDA NVIDIA CORPORATION32.6K shares6.15%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II103.8K shares3.58%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR8.4K shares0.91%2026-03-312026-04-28

SCZ ISHARES TR56.4K shares-2.46%2026-03-312026-04-28

MSFT MICROSOFT CORP10.8K shares8.68%2026-03-312026-04-28

FVD FIRST TR EXCHANGE-TRADED FD80.2K shares-0.58%2026-03-312026-04-28

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-28

DBEF DBX ETF TR67.9K shares-3.70%2026-03-312026-04-28

TILT FLEXSHARES TR13.8K shares-1.04%2026-03-312026-04-28

PUSH PGIM ETF TR63.4K shares1109.22%2026-03-312026-04-28

IMCB ISHARES TR37.8K shares-1.45%2026-03-312026-04-28

AMZN AMAZON COM INC12.3K shares8.17%2026-03-312026-04-28

ALPHABET INC ALPHABET INC8.8K shares17.87%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T3.8K shares0.00%2026-03-312026-04-28

Sponsored

ISCB ISHARES TR37.0K shares-3.13%2026-03-312026-04-28

IVV ISHARES TR3.7K shares4.86%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR17.7K shares10.71%2026-03-312026-04-28

ALPHABET INC ALPHABET INC7.7K shares-2.63%2026-03-312026-04-28

VUG VANGUARD INDEX FDS4.6K shares5.24%2026-03-312026-04-28

VTI VANGUARD INDEX FDS6.2K shares0.41%2026-03-312026-04-28

DYNF BLACKROCK ETF TRUST33.8K shares1.98%2026-03-312026-04-28

COWZ PACER FDS TR31.2K shares1.60%2026-03-312026-04-28

Sponsored

MTUM ISHARES TR8.0K shares-0.64%2026-03-312026-04-28

BROADCOM INC BROADCOM INC6.1K shares9.62%2026-03-312026-04-28

QUS SPDR SERIES TRUST10.7K shares-0.33%2026-03-312026-04-28

IJR ISHARES TR14.1K shares0.91%2026-03-312026-04-28

QQQM INVESCO EXCH TRADED FD TR II7.2K shares-2.56%2026-03-312026-04-28

EMGF ISHARES INC27.7K shares69.40%2026-03-312026-04-28

DEUS DBX ETF TR25.4K shares-4.15%2026-03-312026-04-28

META META PLATFORMS INC2.7K shares3.39%2026-03-312026-04-28

Sponsored

SPDW SPDR INDEX SHS FDS32.1K shares-7.10%2026-03-312026-04-28

LNT ALLIANT ENERGY CORP20.0K shares0.28%2026-03-312026-04-28

JCI JOHNSON CONTROLS INTERNATION10.9K shares0.03%2026-03-312026-04-28

IEMG ISHARES INC19.9K shares-11.68%2026-03-312026-04-28

IEFA ISHARES TR14.2K shares1.22%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO4.2K shares3.03%2026-03-312026-04-28

VO VANGUARD INDEX FDS4.2K shares27.68%2026-03-312026-04-28

JPME J P MORGAN EXCHANGE TRADED F10.6K shares0.78%2026-03-312026-04-28

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T25.4K shares0.44%2026-03-312026-04-28

IWF ISHARES TR2.7K shares-0.93%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II40.8K shares-0.55%2026-03-312026-04-28

USMV ISHARES TR11.8K shares0.87%2026-03-312026-04-28

VHT VANGUARD WORLD FD3.7K shares-2.10%2026-03-312026-04-28

NBIS NEBIUS GROUP N.V.9.3K shares26.80%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares2.02%2026-03-312026-04-28

IWR ISHARES TR9.1K shares0.00%2026-03-312026-04-28

Sponsored

ILCG ISHARES TR9.2K shares-2.59%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON3.6K shares1.12%2026-03-312026-04-28

SPTM SPDR SERIES TRUST10.8K shares-4.79%2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR27.8K shares0.45%2026-03-312026-04-28

ABBV ABBVIE INC3.7K shares3.99%2026-03-312026-04-28

MGEE MGE ENERGY INC10.4K shares-0.50%2026-03-312026-04-28

VV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-28

XOM EXXON MOBIL CORP4.6K shares3.12%2026-03-312026-04-28

Sponsored

VWO VANGUARD INTL EQUITY INDEX F13.9K shares-10.95%2026-03-312026-04-28

DIVI FRANKLIN TEMPLETON ETF TR18.2K shares-0.57%2026-03-312026-04-28

AVDV AMERICAN CENTY ETF TR7.2K shares0.00%2026-03-312026-04-28

TSLA TESLA INC1.9K shares13.15%2026-03-312026-04-28

VXUS VANGUARD STAR FDS9.1K shares-0.03%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR26.6K shares0.59%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares1.42%2026-03-312026-04-28

IWM ISHARES TR2.7K shares-6.45%2026-03-312026-04-28

Sponsored

SNPE DBX ETF TR11.1K shares0.60%2026-03-312026-04-28

SYSB ISHARES TR7.3K shares14.85%2026-03-312026-04-28

MCD MCDONALDS CORP1.9K shares0.05%2026-03-312026-04-28

EUSB ISHARES TR13.2K shares2.56%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION574 shares-5.28%2026-03-312026-04-28

VONV VANGUARD SCOTTSDALE FDS6.1K shares-11.01%2026-03-312026-04-28

SPMD SPDR SERIES TRUST9.5K shares0.00%2026-03-312026-04-28

WDC WESTERN DIGITAL CORP2.0K shares-2.16%2026-03-312026-04-28

Sponsored

V VISA INC1.8K shares35.77%2026-03-312026-04-28

SCHV SCHWAB STRATEGIC TR17.8K shares0.00%2026-03-312026-04-28

IVW ISHARES TR4.8K shares4.61%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR20.8K shares-30.01%2026-03-312026-04-28

VTV VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-28

POCT INNOVATOR ETFS TRUST11.4K shares0.00%2026-03-312026-04-28

LLY ELI LILLY & CO526 shares3.95%2026-03-312026-04-28

WMT WALMART INC3.8K shares11.17%2026-03-312026-04-28

Sponsored

SPTL SPDR SERIES TRUST18.1K shares7.20%2026-03-312026-04-28

CRWD CROWDSTRIKE HLDGS INC1.2K shares-3.00%2026-03-312026-04-28

ORCL ORACLE CORP3.2K shares-1.80%2026-03-312026-04-28

NFLX NETFLIX INC.4.8K shares3.52%2026-03-312026-04-28

PM PHILIP MORRIS INTL INC2.8K shares7.73%2026-03-312026-04-28

PEP PEPSICO INC2.9K shares12.92%2026-03-312026-04-28

IJJ ISHARES TR3.4K shares0.00%2026-03-312026-04-28

PWR QUANTA SVCS INC824 shares0.12%2026-03-312026-04-28

Sponsored

GEV GE VERNOVA INC518 shares2.37%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC3.7K shares-1.34%2026-03-312026-04-28

DFUV DIMENSIONAL ETF TRUST8.8K shares0.00%2026-03-312026-04-28

RTX RTX CORPORATION2.2K shares3.77%2026-03-312026-04-28

VLUE ISHARES TR3.0K shares0.00%2026-03-312026-04-28

MCK MCKESSON CORP482 shares10.55%2026-03-312026-04-28

EFAV ISHARES TR4.5K shares-1.17%2026-03-312026-04-28

APP APPLOVIN CORP1.0K shares-21.62%2026-03-312026-04-28

Sponsored

SCHM SCHWAB STRATEGIC TR13.0K shares0.00%2026-03-312026-04-28

THE CIGNA GROUP THE CIGNA GROUP1.5K shares14.98%2026-03-312026-04-28

KLAC KLA CORP260 shares6.56%2026-03-312026-04-28

MA MASTERCARD INCORPORATED762 shares6.28%2026-03-312026-04-28

TLN TALEN ENERGY CORP1.2K shares-19.63%2026-03-312026-04-28

DFIV DIMENSIONAL ETF TRUST7.1K shares0.00%2026-03-312026-04-28

UITB VICTORY PORTFOLIOS II7.9K shares-0.53%2026-03-312026-04-28

SDY SPDR SERIES TRUST2.5K shares36.24%2026-03-312026-04-28

Sponsored

PNOV INNOVATOR ETFS TRUST8.9K shares0.00%2026-03-312026-04-28

GILD GILEAD SCIENCES INC2.6K shares7.27%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC991 shares19.69%2026-03-312026-04-28

SU SUNCOR ENERGY INC NEW5.4K shares-0.43%2026-03-312026-04-28

MUSI AMERICAN CENTY ETF TR8.1K shares1.10%2026-03-312026-04-28

QXO QXO INC18.1K shares33.70%2026-03-312026-04-28

AVDE AMERICAN CENTY ETF TR4.1K shares-97.31%2026-03-312026-04-28

APH AMPHENOL CORP2.8K shares5.30%2026-03-312026-04-28

Sponsored

DSI ISHARES TR2.9K shares-3.10%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS581 shares77.13%2026-03-312026-04-28

HD HOME DEPOT INC1.0K shares-2.17%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD4.9K shares-0.18%2026-03-312026-04-28

DFAT DIMENSIONAL ETF TRUST5.3K shares0.00%2026-03-312026-04-28

EMQQ EXCHANGE TRADED CONCEPTS TRU9.7K shares4.88%2026-03-312026-04-28

NTRA NATERA INC1.6K shares17.79%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC2.8K shares6.76%2026-03-312026-04-28

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.3K shares0.08%2026-03-312026-04-28

PGR PROGRESSIVE CORP1.6K shares27.01%2026-03-312026-04-28

MELI MERCADOLIBRE INC183 shares22.00%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR12.2K shares11.55%2026-03-312026-04-28

ASML ASML HLDG NV230 shares-19.86%2026-03-312026-04-28

SHOP SHOPIFY INC2.5K shares10.39%2026-03-312026-04-28

COP CONOCOPHILLIPS2.3K sharesnew addition2026-03-312026-04-28

CB CHUBB LTD SWITZ920 shares3.02%2026-03-312026-04-28

Sponsored

XLU SELECT SECTOR SPDR TR6.5K shares0.00%2026-03-312026-04-28

LOW LOWES COS INC1.3K shares5.06%2026-03-312026-04-28

VGT VANGUARD WORLD FD423 shares0.00%2026-03-312026-04-28

DIS DISNEY WALT CO3.1K shares-0.29%2026-03-312026-04-28

MDYG SPDR SERIES TRUST3.1K shares0.00%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares7.52%2026-03-312026-04-28

BAC BANK AMERICA CORP5.9K shares0.12%2026-03-312026-04-28

USXF ISHARES TR5.1K shares-1.22%2026-03-312026-04-28

Sponsored

PWV INVESCO EXCHANGE TRADED FD T4.0K shares-9.44%2026-03-312026-04-28

IUSG ISHARES TR1.8K shares-5.88%2026-03-312026-04-28

MDYV SPDR SERIES TRUST3.3K shares0.00%2026-03-312026-04-28

WFC WELLS FARGO & CO3.5K shares14.17%2026-03-312026-04-28

ONEV SPDR SERIES TRUST2.0K sharesnew addition2026-03-312026-04-28

CSCO CISCO SYS INC3.5K sharesnew addition2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP448 shares0.90%2026-03-312026-04-28

ROKU ROKU INC2.9K shares17.28%2026-03-312026-04-28

Sponsored

EFG ISHARES TR2.4K shares1.69%2026-03-312026-04-28

TJX TJX COS INC NEW1.7K shares-18.47%2026-03-312026-04-28

PLD PROLOGIS INC.2.0K shares5.70%2026-03-312026-04-28

TMO THERMO FISHER SCIENTIFIC INC535 shares14.56%2026-03-312026-04-28

MS MORGAN STANLEY1.6K shares9.69%2026-03-312026-04-28

SUSA ISHARES TR2.0K shares2.57%2026-03-312026-04-28

ABT ABBOTT LABORATORIES2.5K shares20.18%2026-03-312026-04-28

SPYV SPDR SERIES TRUST4.5K shares0.56%2026-03-312026-04-28

Sponsored

PYLD PIMCO ETF TR9.6K shares0.57%2026-03-312026-04-28

DGRO ISHARES TR3.5K shares0.37%2026-03-312026-04-28

IWY ISHARES TR994 shares-1.88%2026-03-312026-04-28

PJUL INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-04-28

MMC MARSH & MCLENNAN COS INC1.4K shares12.02%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-0.33%2026-03-312026-04-28

PJAN INNOVATOR ETFS TRUST5.3K shares20.33%2026-03-312026-04-28

ICVT ISHARES TR2.4K shares5.36%2026-03-312026-04-28

Sponsored

MSI MOTOROLA SOLUTIONS INC553 shares0.18%2026-03-312026-04-28

LCTU BLACKROCK ETF TRUST3.4K shares-1.90%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-28

TDY TELEDYNE TECHNOLOGIES INC393 shares-7.09%2026-03-312026-04-28

SIVR ABRDN SILVER ETF TRUST3.3K shares2.83%2026-03-312026-04-28

DFAS DIMENSIONAL ETF TRUST3.3K shares0.00%2026-03-312026-04-28

GE AEROSPACE GE AEROSPACE818 shares0.12%2026-03-312026-04-28

CGSM CAPITAL GRP FIXED INCM ETF T8.6K sharesnew addition2026-03-312026-04-28

Sponsored

SE SEA LTD2.7K shares32.43%2026-03-312026-04-28

IBKR INTERACTIVE BROKERS GROUP IN3.4K shares0.27%2026-03-312026-04-28

MTW MANITOWOC CO INC19.3K shares0.00%2026-03-312026-04-28

SO SOUTHERN CO2.3K sharesnew addition2026-03-312026-04-28

BA BOEING CO1.1K shares14.90%2026-03-312026-04-28

EMXC ISHARES INC2.8K shares-1.64%2026-03-312026-04-28

ALAB ASTERA LABS INC2.0K shares25.64%2026-03-312026-04-28

CAT CATERPILLAR INC313 shares-26.35%2026-03-312026-04-28

Sponsored

ZAPR INNOVATOR ETFS TRUST8.5K shares-0.20%2026-03-312026-04-28

EFX EQUIFAX INC1.2K shares17.56%2026-03-312026-04-28

KMB KIMBERLY-CLARK CORP2.2K sharesnew addition2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS2.7K sharesnew addition2026-03-312026-04-28

D DOMINION ENERGY INC3.4K sharesnew addition2026-03-312026-04-28

BJ BJS WHSL CLUB HLDGS INC2.1K sharesnew addition2026-03-312026-04-28

FAST FASTENAL CO4.5K sharesnew addition2026-03-312026-04-28

MUNI PIMCO ETF TR4.0K shares0.00%2026-03-312026-04-28

Sponsored

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-28

WM WASTE MGMT INC DEL910 sharesnew addition2026-03-312026-04-28

HON HONEYWELL INTL INC922 sharesnew addition2026-03-312026-04-28

JKHY HENRY JACK & ASSOC INC1.3K sharesnew addition2026-03-312026-04-28

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-04-28

PAPR INNOVATOR ETFS TRUST5.0K sharesnew addition2026-03-312026-04-28

RKT ROCKET COS INC10.1K sharesnew addition2026-03-312026-04-28

VENTAS RLTY LTD PARTNERSHIP VENTAS RLTY LTD PARTNERSHIP15.0K shares0.00%2026-03-312026-04-28

Sponsored

JAZZ INVESTMENTS I LTD JAZZ INVESTMENTS I LTD15.0K shares0.00%2026-03-312026-04-28

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN18.0K shares0.00%2026-03-312026-04-28

PPL CAP FDG INC PPL CAP FDG INC15.0K shares0.00%2026-03-312026-04-28

ON SEMICONDUCTOR CORP ON SEMICONDUCTOR CORP16.0K shares0.00%2026-03-312026-04-28

HALOZYME THERAPEUTICS INC HALOZYME THERAPEUTICS INC14.0K shares0.00%2026-03-312026-04-28

CAPITAL SOUTHWEST CORP CAPITAL SOUTHWEST CORP14.0K shares0.00%2026-03-312026-04-28

FIRSTENERGY CORP FIRSTENERGY CORP13.0K shares0.00%2026-03-312026-04-28

AMERICAN WTR CAP CORP AMERICAN WTR CAP CORP14.0K shares0.00%2026-03-312026-04-28

Sponsored

STARWOOD PPTY TR INC STARWOOD PPTY TR INC13.0K shares0.00%2026-03-312026-04-28

LANTHEUS HLDGS INC LANTHEUS HLDGS INC11.0K shares0.00%2026-03-312026-04-28

SOUTHERN CO SOUTHERN CO10.0K shares0.00%2026-03-312026-04-28

GLOBAL PMTS INC GLOBAL PMTS INC11.0K shares0.00%2026-03-312026-04-28

ITOT

ISHARES TR

21.39%

Shares772.9K

Event2026-03-31

Filed2026-04-28

GSLC

GOLDMAN SACHS ETF TR

-11.45%

Shares598.0K

Event2026-03-31

Filed2026-04-28

VFLO

VICTORY PORTFOLIOS II

-26.09%

Shares1.5M

Event2026-03-31

Filed2026-04-28

JGRO

J P MORGAN EXCHANGE TRADED F

5.21%

Shares678.4K

Event2026-03-31

Filed2026-04-28

CORO

BLACKROCK ETF TRUST

New

Shares1.7M

Event2026-03-31

Filed2026-04-28

UBND

VICTORY PORTFOLIOS II

19.77%

Shares1.7M

Event2026-03-31

Filed2026-04-28

THRO

BLACKROCK ETF TRUST

9.10%

Shares897.3K

Event2026-03-31

Filed2026-04-28

DBMF

LITMAN GREGORY FDS TR

1.13%

Shares1.1M

Event2026-03-31

Filed2026-04-28

BOND

PIMCO ETF TR

4.64%

Shares281.5K

Event2026-03-31

Filed2026-04-28

QUAL

ISHARES TR

-22.96%

Shares130.3K

Event2026-03-31

Filed2026-04-28

SPMO

INVESCO EXCH TRADED FD TR II

4.17%

Shares202.7K

Event2026-03-31

Filed2026-04-28

ALAI

THE ALGER ETF TRUST

12.05%

Shares682.0K

Event2026-03-31

Filed2026-04-28

TAXF

AMERICAN CENTY ETF TR

2.14%

Shares420.9K

Event2026-03-31

Filed2026-04-28

HMOP

HARTFORD FDS EXCHANGE TRADED

2.43%

Shares523.5K

Event2026-03-31

Filed2026-04-28

IXUS

ISHARES TR

10.03%

Shares223.1K

Event2026-03-31

Filed2026-04-28

BLCR

BLACKROCK ETF TRUST

New

Shares462.8K

Event2026-03-31

Filed2026-04-28

RODM

LATTICE STRATEGIES TR

1.34%

Shares447.8K

Event2026-03-31

Filed2026-04-28

SHLD

GLOBAL X FDS

50.48%

Shares243.5K

Event2026-03-31

Filed2026-04-28

EMEQ

NOMURA ETF TR

-66.83%

Shares273.9K

Event2026-03-31

Filed2026-04-28

JPSE

J P MORGAN EXCHANGE TRADED F

0.96%

Shares230.7K

Event2026-03-31

Filed2026-04-28

BNDX

VANGUARD CHARLOTTE FDS

7.88%

Shares209.6K

Event2026-03-31

Filed2026-04-28

XSOE

WISDOMTREE TR

1.00%

Shares230.3K

Event2026-03-31

Filed2026-04-28

PULS

PGIM ETF TR

43.35%

Shares184.3K

Event2026-03-31

Filed2026-04-28

GBIL

GOLDMAN SACHS ETF TR

11.01%

Shares70.2K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

0.60%

Shares97.1K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

3.56%

Shares22.7K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

6.15%

Shares32.6K

Event2026-03-31

Filed2026-04-28

BINC

BLACKROCK ETF TRUST II

3.58%

Shares103.8K

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

0.91%

Shares8.4K

Event2026-03-31

Filed2026-04-28

SCZ

ISHARES TR

-2.46%

Shares56.4K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

8.68%

Shares10.8K

Event2026-03-31

Filed2026-04-28

FVD

FIRST TR EXCHANGE-TRADED FD

-0.58%

Shares80.2K

Event2026-03-31

Filed2026-04-28

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-28

DBEF

DBX ETF TR

-3.70%

Shares67.9K

Event2026-03-31

Filed2026-04-28

TILT

FLEXSHARES TR

-1.04%

Shares13.8K

Event2026-03-31

Filed2026-04-28

PUSH

PGIM ETF TR

1109.22%

Shares63.4K

Event2026-03-31

Filed2026-04-28

IMCB

ISHARES TR

-1.45%

Shares37.8K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

8.17%

Shares12.3K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

17.87%

Shares8.8K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-28

ISCB

ISHARES TR

-3.13%

Shares37.0K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

4.86%

Shares3.7K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

10.71%

Shares17.7K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-2.63%

Shares7.7K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

5.24%

Shares4.6K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.41%

Shares6.2K

Event2026-03-31

Filed2026-04-28

DYNF

BLACKROCK ETF TRUST

1.98%

Shares33.8K

Event2026-03-31

Filed2026-04-28

COWZ

PACER FDS TR

1.60%

Shares31.2K

Event2026-03-31

Filed2026-04-28

MTUM

ISHARES TR

-0.64%

Shares8.0K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

9.62%

Shares6.1K

Event2026-03-31

Filed2026-04-28

QUS

SPDR SERIES TRUST

-0.33%

Shares10.7K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

0.91%

Shares14.1K

Event2026-03-31

Filed2026-04-28

QQQM

INVESCO EXCH TRADED FD TR II

-2.56%

Shares7.2K

Event2026-03-31

Filed2026-04-28

EMGF

ISHARES INC

69.40%

Shares27.7K

Event2026-03-31

Filed2026-04-28

DEUS

DBX ETF TR

-4.15%

Shares25.4K

Event2026-03-31

Filed2026-04-28