The Analysis of GREAT VALLEY ADVISOR GROUP, INC.'s Holdings & P&L


Currently, GREAT VALLEY ADVISOR GROUP, INC. holds 999 types of securities in its portfolio with a total value $5.5B. In the most recent quarter, they have increased their positions in LDUR (+343.7K shares, valued at $32.9M), SPY (+26.5K shares, valued at $17.2M), EMF (+969.4K shares, valued at $17.0M); decreased their positions in BOND (-159.7K shares, valued at $14.7M), UTES (-101.2K shares, valued at $8.1M), XMMO (-55.6K shares, valued at $8.1M); initiated new positions in LDUR (+343.7K shares, valued at $32.9M), EMF (+969.4K shares, valued at $17.0M), N/A (+149.0K shares, valued at $7.4M).


1M P&L
+93.8M+1.84%
3M P&L
-96.9M-1.83%
HY P&L
+157.5M+3.12%

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/A3.7B
75.7%
2Semiconductors231.7M
4.7%
3Consumer Electronics112.8M
2.3%

Top Industries by Stock Count

1N/A540 stocks
60.4%
2Software - Application14 stocks
1.6%
3Utilities - Regulated Electric14 stocks
1.6%
Stock Holdings
NVDA
NVIDIA CORPORATION
2.70%
Shares1.1M
Event2026-03-31
Filed2026-05-11
SPYM
SPDR SERIES TRUST
-0.28%
Shares1.7M
Event2026-03-31
Filed2026-05-11
DLN
WISDOMTREE TR
4.38%
Shares1.3M
Event2026-03-31
Filed2026-05-11
QGRO
AMERICAN CENTY ETF TR
6.20%
Shares1.1M
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
2.88%
Shares427.0K
Event2026-03-31
Filed2026-05-11
BOND
PIMCO ETF TR
-14.31%
Shares956.1K
Event2026-03-31
Filed2026-05-11
IDMO
INVESCO EXCH TRADED FD TR II
6.02%
Shares1.4M
Event2026-03-31
Filed2026-05-11
GLDM
WORLD GOLD TR
1.48%
Shares817.3K
Event2026-03-31
Filed2026-05-11
CGMS
CAPITAL GRP FIXED INCM ETF T
-9.47%
Shares2.7M
Event2026-03-31
Filed2026-05-11
AVEM
AMERICAN CENTY ETF TR
2.13%
Shares884.3K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM INC
7.04%
Shares324.0K
Event2026-03-31
Filed2026-05-11
VFLO
VICTORY PORTFOLIOS II
10.15%
Shares1.6M
Event2026-03-31
Filed2026-05-11
JIRE
J P MORGAN EXCHANGE TRADED F
0.72%
Shares813.1K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
6.48%
Shares164.1K
Event2026-03-31
Filed2026-05-11
LVHI
LEGG MASON ETF INVT
2.89%
Shares1.5M
Event2026-03-31
Filed2026-05-11
SPSM
SPDR SERIES TRUST
6.08%
Shares1.2M
Event2026-03-31
Filed2026-05-11
JAVA
J P MORGAN EXCHANGE TRADED F
2.43%
Shares790.7K
Event2026-03-31
Filed2026-05-11
FDV
FEDERATED HERMES ETF TRUST
4.78%
Shares1.8M
Event2026-03-31
Filed2026-05-11
CGGR
CAPITAL GROUP GROWTH ETF
10.04%
Shares1.3M
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
INVESCO QQQ TR
34.29%
Shares91.8K
Event2026-03-31
Filed2026-05-11
VSMV
VICTORY PORTFOLIOS II
4.49%
Shares903.6K
Event2026-03-31
Filed2026-05-11
XMMO
INVESCO EXCHANGE TRADED FD T
-13.93%
Shares343.7K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
0.87%
Shares167.2K
Event2026-03-31
Filed2026-05-11
SPY
STATE STR SPDR S&P 500 ETF T
57.80%
Shares72.4K
Event2026-03-31
Filed2026-05-11
JGRO
J P MORGAN EXCHANGE TRADED F
-2.78%
Shares550.4K
Event2026-03-31
Filed2026-05-11
VSDA
VICTORY PORTFOLIOS II
-5.03%
Shares824.1K
Event2026-03-31
Filed2026-05-11
SPMD
SPDR SERIES TRUST
8.18%
Shares737.8K
Event2026-03-31
Filed2026-05-11
TCAF
T ROWE PRICE ETF INC
2.23%
Shares1.2M
Event2026-03-31
Filed2026-05-11
JAAA
JANUS DETROIT STR TR
1.86%
Shares817.3K
Event2026-03-31
Filed2026-05-11
AVIG
AMERICAN CENTY ETF TR
7.34%
Shares973.0K
Event2026-03-31
Filed2026-05-11
CGMU
CAPITAL GRP FIXED INCM ETF T
18.63%
Shares1.5M
Event2026-03-31
Filed2026-05-11
SPYG
SPDR SERIES TRUST
19.45%
Shares398.2K
Event2026-03-31
Filed2026-05-11
SPAB
SPDR SERIES TRUST
6.24%
Shares1.5M
Event2026-03-31
Filed2026-05-11
JMEE
J P MORGAN EXCHANGE TRADED F
3.13%
Shares555.1K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-0.70%
Shares125.9K
Event2026-03-31
Filed2026-05-11
SPYV
SPDR SERIES TRUST
9.28%
Shares621.5K
Event2026-03-31
Filed2026-05-11
LDUR
PIMCO ETF TR
New
Shares343.7K
Event2026-03-31
Filed2026-05-11
JEPQ
J P MORGAN EXCHANGE TRADED F
11.53%
Shares587.7K
Event2026-03-31
Filed2026-05-11
AGG
ISHARES TR
2.54%
Shares321.8K
Event2026-03-31
Filed2026-05-11
FNDX
SCHWAB STRATEGIC TR
2.52%
Shares1.1M
Event2026-03-31
Filed2026-05-11
VFMO
VANGUARD WELLINGTON FD
0.93%
Shares160.6K
Event2026-03-31
Filed2026-05-11
USMF
WISDOMTREE TR
8.03%
Shares637.7K
Event2026-03-31
Filed2026-05-11
SPTI
SPDR SERIES TRUST
8.88%
Shares1.1M
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
-0.53%
Shares100.6K
Event2026-03-31
Filed2026-05-11
COWZ
PACER FDS TR
1.47%
Shares492.9K
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB STRATEGIC TR
4.23%
Shares997.7K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE & CO
3.62%
Shares101.7K
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES TR
0.03%
Shares208.9K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS INC
-4.53%
Shares51.9K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD INDEX FDS
0.16%
Shares67.2K
Event2026-03-31
Filed2026-05-11
PAVE
GLOBAL X FDS
5.98%
Shares567.9K
Event2026-03-31
Filed2026-05-11
FEOE
RBB FUND TRUST
5.40%
Shares549.4K
Event2026-03-31
Filed2026-05-11
QEFA
SPDR INDEX SHS FDS
9.48%
Shares289.2K
Event2026-03-31
Filed2026-05-11
CGDV
CAPITAL GROUP DIVIDEND VALUE
27.53%
Shares632.8K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD INDEX FDS
-2.20%
Shares83.6K
Event2026-03-31
Filed2026-05-11
SLV
ISHARES SILVER TR
-18.04%
Shares379.7K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD INDEX FDS
0.54%
Shares130.7K
Event2026-03-31
Filed2026-05-11
IDVO
AMPLIFY ETF TR
-13.51%
Shares626.5K
Event2026-03-31
Filed2026-05-11
SMH
VANECK ETF TRUST
43.31%
Shares65.1K
Event2026-03-31
Filed2026-05-11
FNDF
SCHWAB STRATEGIC TR
2.02%
Shares482.2K
Event2026-03-31
Filed2026-05-11
IMTM
ISHARES TR
2.65%
Shares476.8K
Event2026-03-31
Filed2026-05-11
VANGUARD INDEX FDS
VANGUARD INDEX FDS
-6.68%
Shares37.9K
Event2026-03-31
Filed2026-05-11
JMBS
JANUS DETROIT STR TR
-16.82%
Shares496.3K
Event2026-03-31
Filed2026-05-11
MINO
PIMCO ETF TR
4.16%
Shares492.8K
Event2026-03-31
Filed2026-05-11
JPIE
J P MORGAN EXCHANGE TRADED F
6.08%
Shares482.4K
Event2026-03-31
Filed2026-05-11
GARP
ISHARES TR
4.49%
Shares344.7K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES TR
4.53%
Shares32.9K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
3.54%
Shares172.2K
Event2026-03-31
Filed2026-05-11
JEPI
J P MORGAN EXCHANGE TRADED F
280.85%
Shares355.9K
Event2026-03-31
Filed2026-05-11
AIRR
FIRST TR EXCHANGE TRADED FD
512.99%
Shares179.2K
Event2026-03-31
Filed2026-05-11
SPTM
SPDR SERIES TRUST
281.01%
Shares248.6K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY & CO
11.78%
Shares21.3K
Event2026-03-31
Filed2026-05-11
CGBL
CAPITAL GROUP CORE BALANCED
13.42%
Shares562.9K
Event2026-03-31
Filed2026-05-11
VNLA
JANUS DETROIT STR TR
12.48%
Shares381.0K
Event2026-03-31
Filed2026-05-11
VO
VANGUARD INDEX FDS
0.85%
Shares63.8K
Event2026-03-31
Filed2026-05-11
DGS
WISDOMTREE TR
5.05%
Shares304.5K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD INDEX FDS
-3.49%
Shares69.6K
Event2026-03-31
Filed2026-05-11
MUB
ISHARES TR
35.50%
Shares171.2K
Event2026-03-31
Filed2026-05-11
BIV
VANGUARD BD INDEX FDS
2.63%
Shares231.8K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
5.16%
Shares37.3K
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
27.67%
Shares47.3K
Event2026-03-31
Filed2026-05-11
XLK
SELECT SECTOR SPDR TR
-21.34%
Shares131.0K
Event2026-03-31
Filed2026-05-11
BUFR
FIRST TR EXCHNG TRADED FD VI
6.99%
Shares513.6K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
9.94%
Shares78.4K
Event2026-03-31
Filed2026-05-11
EMF
TEMPLETON EMERGING MKTS FD
New
Shares969.4K
Event2026-03-31
Filed2026-05-11
IWF
ISHARES TR
4.29%
Shares39.7K
Event2026-03-31
Filed2026-05-11
BIL
SPDR SERIES TRUST
4.46%
Shares181.7K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR MANUFAC
58.56%
Shares48.8K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
-3.66%
Shares67.3K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD SPECIALIZED FUNDS
-8.18%
Shares76.3K
Event2026-03-31
Filed2026-05-11
V
VISA INC
1.02%
Shares52.2K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
15.04%
Shares48.7K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC.
12.18%
Shares156.5K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD TR
-5.10%
Shares32.2K
Event2026-03-31
Filed2026-05-11
BSV
VANGUARD BD INDEX FDS
38.51%
Shares176.6K
Event2026-03-31
Filed2026-05-11
SPDW
SPDR INDEX SHS FDS
15.52%
Shares303.2K
Event2026-03-31
Filed2026-05-11
HELO
J P MORGAN EXCHANGE TRADED F
1.31%
Shares213.1K
Event2026-03-31
Filed2026-05-11
HON
HONEYWELL INTL INC
25.60%
Shares59.7K
Event2026-03-31
Filed2026-05-11
DGRW
WISDOMTREE TR
-16.72%
Shares151.7K
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY INC
15.81%
Shares143.2K
Event2026-03-31
Filed2026-05-11
BBUS
J P MORGAN EXCHANGE TRADED F
21.88%
Shares112.9K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE CORPORATION
0.51%
Shares13.1K
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORPORATION
13.69%
Shares62.2K
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT INC
1.97%
Shares38.7K
Event2026-03-31
Filed2026-05-11
JMST
J P MORGAN EXCHANGE TRADED F
16.38%
Shares247.8K
Event2026-03-31
Filed2026-05-11
IEF
ISHARES TR
-0.86%
Shares131.1K
Event2026-03-31
Filed2026-05-11
JPST
J P MORGAN EXCHANGE TRADED F
4.87%
Shares247.1K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES TR
61.35%
Shares184.7K
Event2026-03-31
Filed2026-05-11
DFAC
DIMENSIONAL ETF TRUST
6.38%
Shares308.5K
Event2026-03-31
Filed2026-05-11
SYFI
AB ACTIVE ETFS INC
6.21%
Shares320.8K
Event2026-03-31
Filed2026-05-11
FEGE
RBB FUND TRUST
-2.33%
Shares241.8K
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE CO
16.15%
Shares77.3K
Event2026-03-31
Filed2026-05-11
FHEQ
FIDELITY GREENWOOD STREET TR
4.41%
Shares371.3K
Event2026-03-31
Filed2026-05-11
IVW
ISHARES TR
0.06%
Shares95.5K
Event2026-03-31
Filed2026-05-11
VRT
VERTIV HOLDINGS CO
-0.35%
Shares42.5K
Event2026-03-31
Filed2026-05-11
JSML
JANUS DETROIT STR TR
3.93%
Shares149.9K
Event2026-03-31
Filed2026-05-11
MMIT
NEW YORK LIFE INVTS ACTIVE E
2.83%
Shares434.6K
Event2026-03-31
Filed2026-05-11
SPEM
SPDR INDEX SHS FDS
5.06%
Shares217.4K
Event2026-03-31
Filed2026-05-11
DYNF
BLACKROCK ETF TRUST
2.18%
Shares172.2K
Event2026-03-31
Filed2026-05-11
SCHB
SCHWAB STRATEGIC TR
-1.41%
Shares395.0K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP INC
1.24%
Shares147.6K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD TAX-MANAGED FDS
7.90%
Shares151.8K
Event2026-03-31
Filed2026-05-11
QTUM
ETF SER SOLUTIONS
12.69%
Shares90.4K
Event2026-03-31
Filed2026-05-11
SCHF
SCHWAB STRATEGIC TR
0.92%
Shares391.5K
Event2026-03-31
Filed2026-05-11
FRDM
EA SERIES TRUST
-4.35%
Shares176.9K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
115.57%
Shares92.1K
Event2026-03-31
Filed2026-05-11
ARISTA NETWORKS INC
ARISTA NETWORKS INC
4.63%
Shares76.6K
Event2026-03-31
Filed2026-05-11
HEFA
ISHARES TR
3.58%
Shares220.5K
Event2026-03-31
Filed2026-05-11
FNDA
SCHWAB STRATEGIC TR
3.14%
Shares283.3K
Event2026-03-31
Filed2026-05-11
JMUB
J P MORGAN EXCHANGE TRADED F
31.27%
Shares181.7K
Event2026-03-31
Filed2026-05-11
FESM
FIDELITY COVINGTON TRUST
10.74%
Shares234.7K
Event2026-03-31
Filed2026-05-11
EFA
ISHARES TR
9.50%
Shares91.5K
Event2026-03-31
Filed2026-05-11
FTCS
FIRST TR EXCHANGE-TRADED FD
0.28%
Shares95.6K
Event2026-03-31
Filed2026-05-11
IVE
ISHARES TR
0.96%
Shares42.0K
Event2026-03-31
Filed2026-05-11
VONG
VANGUARD SCOTTSDALE FDS
-9.56%
Shares79.1K
Event2026-03-31
Filed2026-05-11
IDEV
ISHARES TR
15.54%
Shares103.5K
Event2026-03-31
Filed2026-05-11
PLTR
PALANTIR TECHNOLOGIES INC
24.48%
Shares58.8K
Event2026-03-31
Filed2026-05-11
XSMO
INVESCO EXCHANGE TRADED FD T
3.87%
Shares113.0K
Event2026-03-31
Filed2026-05-11
DIVO
AMPLIFY ETF TR
3.92%
Shares191.4K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL CORP
-6.25%
Shares50.2K
Event2026-03-31
Filed2026-05-11
SDVY
FIRST TR EXCHANGE TRADED FD
4.45%
Shares211.8K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES TR
2.16%
Shares91.6K
Event2026-03-31
Filed2026-05-11
VTEB
VANGUARD MUN BD FDS
2.62%
Shares162.5K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD TR
ISHARES GOLD TR
-9.09%
Shares91.6K
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA INC
2.91%
Shares9.1K
Event2026-03-31
Filed2026-05-11
JBND
J P MORGAN EXCHANGE TRADED F
8.17%
Shares147.5K
Event2026-03-31
Filed2026-05-11
IWM
ISHARES TR
146.72%
Shares30.4K
Event2026-03-31
Filed2026-05-11
FEX
FIRST TR EXCHANGE-TRADED ALP
-0.16%
Shares61.6K
Event2026-03-31
Filed2026-05-11
ALAI
THE ALGER ETF TRUST
23.57%
Shares226.9K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA CORP
2.53%
Shares152.8K
Event2026-03-31
Filed2026-05-11
MORGAN STANLEY ETF TRUST
MORGAN STANLEY ETF TRUST
New
Shares149.0K
Event2026-03-31
Filed2026-05-11
CGUS
CAPITAL GROUP CORE EQUITY ET
-12.94%
Shares190.6K
Event2026-03-31
Filed2026-05-11
STPZ
PIMCO ETF TR
5.23%
Shares134.6K
Event2026-03-31
Filed2026-05-11
TIP
ISHARES TR
14.88%
Shares64.4K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
86.41%
Shares20.9K
Event2026-03-31
Filed2026-05-11
VV
VANGUARD INDEX FDS
-0.24%
Shares23.6K
Event2026-03-31
Filed2026-05-11
SHY
ISHARES TR
9.09%
Shares85.2K
Event2026-03-31
Filed2026-05-11
FTSM
FIRST TR EXCHANGE-TRADED FD
29.54%
Shares116.4K
Event2026-03-31
Filed2026-05-11
ECL
ECOLAB INC
-3.52%
Shares25.9K
Event2026-03-31
Filed2026-05-11
CRWD
CROWDSTRIKE HLDGS INC
31.77%
Shares17.5K
Event2026-03-31
Filed2026-05-11
CGMM
CAPITAL GROUP EQUITY ETF TR
New
Shares230.1K
Event2026-03-31
Filed2026-05-11
RDVY
FIRST TR EXCHANGE TRADED FD
9.99%
Shares98.5K
Event2026-03-31
Filed2026-05-11
SPHY
SPDR SERIES TRUST
-11.27%
Shares285.5K
Event2026-03-31
Filed2026-05-11
JHMM
JOHN HANCOCK EXCHANGE TRADED
-1.82%
Shares98.8K
Event2026-03-31
Filed2026-05-11
QTEC
FIRST TR EXCHANGE-TRADED FD
-1.40%
Shares30.6K
Event2026-03-31
Filed2026-05-11
EME
EMCOR GROUP INC
-1.80%
Shares8.8K
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
1.36%
Shares9.1K
Event2026-03-31
Filed2026-05-11
IXUS
ISHARES TR
1.32%
Shares74.1K
Event2026-03-31
Filed2026-05-11
CGSD
CAPITAL GRP FIXED INCM ETF T
-8.56%
Shares244.3K
Event2026-03-31
Filed2026-05-11
HGER
HARBOR ETF TRUST
8.43%
Shares200.4K
Event2026-03-31
Filed2026-05-11
SPMO
INVESCO EXCH TRADED FD TR II
7.77%
Shares53.5K
Event2026-03-31
Filed2026-05-11
SCHG
SCHWAB STRATEGIC TR
21.80%
Shares205.7K
Event2026-03-31
Filed2026-05-11
POWL
POWELL INDS INC
-0.71%
Shares11.0K
Event2026-03-31
Filed2026-05-11
FALN
ISHARES TR
-3.58%
Shares221.6K
Event2026-03-31
Filed2026-05-11
IWB
ISHARES TR
2.77%
Shares16.4K
Event2026-03-31
Filed2026-05-11
FLRN
SPDR SERIES TRUST
New
Shares187.3K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
5.31%
Shares37.1K
Event2026-03-31
Filed2026-05-11
PPA
INVESCO EXCHANGE TRADED FD T
9.71%
Shares34.5K
Event2026-03-31
Filed2026-05-11
PRFD
PIMCO ETF TR
7.31%
Shares111.6K
Event2026-03-31
Filed2026-05-11
PSLV
SPROTT ASSET MANAGEMENT LP
-6.30%
Shares228.4K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
MERCK & CO INC
1.28%
Shares45.8K
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD INTL EQUITY INDEX F
6.87%
Shares101.8K
Event2026-03-31
Filed2026-05-11
UTES
ETFIS SER TR I
-59.81%
Shares68.0K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA CO
36.61%
Shares71.2K
Event2026-03-31
Filed2026-05-11
IUSG
ISHARES TR
19.88%
Shares34.8K
Event2026-03-31
Filed2026-05-11
SPIP
SPDR SERIES TRUST
-2.52%
Shares207.4K
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYS INC
5.17%
Shares69.4K
Event2026-03-31
Filed2026-05-11
PYLD
PIMCO ETF TR
12.91%
Shares205.2K
Event2026-03-31
Filed2026-05-11
VCIT
VANGUARD SCOTTSDALE FDS
21.48%
Shares64.8K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN CORP
-0.64%
Shares8.9K
Event2026-03-31
Filed2026-05-11
IWD
ISHARES TR
-1.62%
Shares24.8K
Event2026-03-31
Filed2026-05-11
IEI
ISHARES TR
1.91%
Shares44.1K
Event2026-03-31
Filed2026-05-11
OMFL
INVESCO EXCH TRD SLF IDX FD
-0.30%
Shares85.0K
Event2026-03-31
Filed2026-05-11
XLC
SELECT SECTOR SPDR TR
-0.59%
Shares45.6K
Event2026-03-31
Filed2026-05-11
DGRO
ISHARES TR
0.89%
Shares70.5K
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP INC
-39.80%
Shares18.3K
Event2026-03-31
Filed2026-05-11
VOE
VANGUARD INDEX FDS
5.11%
Shares26.4K
Event2026-03-31
Filed2026-05-11
DFCF
DIMENSIONAL ETF TRUST
66.25%
Shares115.1K
Event2026-03-31
Filed2026-05-11
SNOW
SNOWFLAKE INC
2139.85%
Shares32.2K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO DEVICES INC
36.82%
Shares23.8K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
1.73%
Shares42.7K
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
-37.67%
Shares29.2K
Event2026-03-31
Filed2026-05-11
IWP
ISHARES TR
1.97%
Shares37.0K
Event2026-03-31
Filed2026-05-11
DIVI
FRANKLIN TEMPLETON ETF TR
181.51%
Shares118.8K
Event2026-03-31
Filed2026-05-11
SGOV
ISHARES TR
48.24%
Shares46.8K
Event2026-03-31
Filed2026-05-11
GOVT
ISHARES TR
-1.57%
Shares205.1K
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES INC
52.81%
Shares67.1K
Event2026-03-31
Filed2026-05-11
XLG
INVESCO EXCHANGE TRADED FD T
1.66%
Shares85.6K
Event2026-03-31
Filed2026-05-11
VBK
VANGUARD INDEX FDS
-0.13%
Shares15.4K
Event2026-03-31
Filed2026-05-11
CGGE
CAPITAL GROUP GLOBAL EQUITY
New
Shares151.4K
Event2026-03-31
Filed2026-05-11
SPHQ
INVESCO EXCHANGE TRADED FD T
203.02%
Shares61.4K
Event2026-03-31
Filed2026-05-11
PSC
PRINCIPAL EXCHANGE TRADED FD
9.16%
Shares79.7K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
GE AEROSPACE
7.79%
Shares16.1K
Event2026-03-31
Filed2026-05-11
XLB
SELECT SECTOR SPDR TR
6.17%
Shares89.9K
Event2026-03-31
Filed2026-05-11
VBR
VANGUARD INDEX FDS
152.47%
Shares20.6K
Event2026-03-31
Filed2026-05-11
TXUE
THORNBURG ETF TR
75.26%
Shares138.9K
Event2026-03-31
Filed2026-05-11
SHYD
VANECK ETF TRUST
-3.11%
Shares197.2K
Event2026-03-31
Filed2026-05-11
TFI
SPDR SERIES TRUST
10.99%
Shares98.5K
Event2026-03-31
Filed2026-05-11
EATON CORP PLC
EATON CORP PLC
4.28%
Shares12.5K
Event2026-03-31
Filed2026-05-11
XLE
SELECT SECTOR SPDR TR
29.99%
Shares72.2K
Event2026-03-31
Filed2026-05-11
DBP
INVESCO DB MULTI-SECTOR COMM
0.09%
Shares40.0K
Event2026-03-31
Filed2026-05-11
IUSV
ISHARES TR
23.66%
Shares42.6K
Event2026-03-31
Filed2026-05-11
IWL
ISHARES TR
3.25%
Shares26.8K
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
9.41%
Shares12.2K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES INC
-0.36%
Shares59.5K
Event2026-03-31
Filed2026-05-11
LQTI
FIRST TR EXCHANGE-TRADED FD
9.34%
Shares218.0K
Event2026-03-31
Filed2026-05-11
SUB
ISHARES TR
17.01%
Shares40.0K
Event2026-03-31
Filed2026-05-11
GS
GOLDMAN SACHS GROUP INC
25.34%
Shares5.0K
Event2026-03-31
Filed2026-05-11
PULS
PGIM ETF TR
60.43%
Shares86.0K
Event2026-03-31
Filed2026-05-11
IWO
ISHARES TR
-1.19%
Shares13.5K
Event2026-03-31
Filed2026-05-11
CMI
CUMMINS INC
144.42%
Shares7.9K
Event2026-03-31
Filed2026-05-11
CGHM
CAPITAL GRP FIXED INCM ETF T
New
Shares165.1K
Event2026-03-31
Filed2026-05-11
USHY
ISHARES TR
-16.24%
Shares112.9K
Event2026-03-31
Filed2026-05-11
USMV
ISHARES TR
8.62%
Shares44.6K
Event2026-03-31
Filed2026-05-11
QUAD
QUAD / GRAPHICS INC
-3.66%
Shares621.3K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
5.05%
Shares21.4K
Event2026-03-31
Filed2026-05-11
CGIC
CAPITAL GROUP INTERNATIONAL
179.77%
Shares123.6K
Event2026-03-31
Filed2026-05-11
SCHM
SCHWAB STRATEGIC TR
-4.06%
Shares132.1K
Event2026-03-31
Filed2026-05-11
XLF
SELECT SECTOR SPDR TR
3.70%
Shares81.2K
Event2026-03-31
Filed2026-05-11
SPYI
NEOS ETF TRUST
441.42%
Shares80.9K
Event2026-03-31
Filed2026-05-11
TMO
THERMO FISHER SCIENTIFIC INC
9.28%
Shares8.1K
Event2026-03-31
Filed2026-05-11
MDY
STATE STR SPDR S&P MIDCAP 40
228.13%
Shares6.3K
Event2026-03-31
Filed2026-05-11
IBM
INTERNATIONAL BUSINESS MACHS
4.57%
Shares16.1K
Event2026-03-31
Filed2026-05-11
DVY
ISHARES TR
419.03%
Shares25.7K
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
-8.89%
Shares26.4K
Event2026-03-31
Filed2026-05-11
DIVB
ISHARES TR
152.07%
Shares71.1K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COS INC
0.24%
Shares16.2K
Event2026-03-31
Filed2026-05-11
SDY
SPDR SERIES TRUST
110.82%
Shares26.2K
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELEC CO
7.52%
Shares29.2K
Event2026-03-31
Filed2026-05-11
FDVV
FIDELITY COVINGTON TRUST
2.47%
Shares69.0K
Event2026-03-31
Filed2026-05-11
VOT
VANGUARD INDEX FDS
4.78%
Shares14.7K
Event2026-03-31
Filed2026-05-11
RTX
RTX CORPORATION
15.53%
Shares19.5K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES TR
-3.64%
Shares30.1K
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES CORP
13.37%
Shares39.5K
Event2026-03-31
Filed2026-05-11
CB
CHUBB LTD SWITZ
2.91%
Shares11.3K
Event2026-03-31
Filed2026-05-11
SBUX
STARBUCKS CORP
-2.80%
Shares41.0K
Event2026-03-31
Filed2026-05-11
VEU
VANGUARD INTL EQUITY INDEX F
16.96%
Shares48.5K
Event2026-03-31
Filed2026-05-11
AVUS
AMERICAN CENTY ETF TR
-1.40%
Shares32.8K
Event2026-03-31
Filed2026-05-11
MDLZ
MONDELEZ INTL INC
11.95%
Shares62.8K
Event2026-03-31
Filed2026-05-11
CGCV
CAPITAL GROUP CONSERVATIVE E
-27.09%
Shares119.4K
Event2026-03-31
Filed2026-05-11
STRL
STERLING INFRASTRUCTURE INC
3.66%
Shares8.7K
Event2026-03-31
Filed2026-05-11
CVNA
CARVANA CO
4.60%
Shares11.2K
Event2026-03-31
Filed2026-05-11
SCHE
SCHWAB STRATEGIC TR
16.06%
Shares106.5K
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER L P
26.53%
Shares180.9K
Event2026-03-31
Filed2026-05-11
BABA
ALIBABA GROUP HLDG LTD
4.71%
Shares27.8K
Event2026-03-31
Filed2026-05-11
XMHQ
INVESCO EXCHANGE TRADED FD T
-1.19%
Shares33.7K
Event2026-03-31
Filed2026-05-11
FAST
FASTENAL CO
-2.02%
Shares74.7K
Event2026-03-31
Filed2026-05-11
DFSD
DIMENSIONAL ETF TRUST
-0.04%
Shares72.0K
Event2026-03-31
Filed2026-05-11
VXUS
VANGUARD STAR FDS
4.45%
Shares44.6K
Event2026-03-31
Filed2026-05-11
TMUS
T-MOBILE US INC
-16.54%
Shares16.3K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
THE CIGNA GROUP
-0.97%
Shares12.8K
Event2026-03-31
Filed2026-05-11
VYM
VANGUARD WHITEHALL FDS
41.41%
Shares22.9K
Event2026-03-31
Filed2026-05-11
GRID
FIRST TR EXCHANGE-TRADED FD
34.18%
Shares20.7K
Event2026-03-31
Filed2026-05-11
CGCB
CAPITAL GRP FIXED INCM ETF T
63.10%
Shares128.2K
Event2026-03-31
Filed2026-05-11
MMM
3M CO
-4.66%
Shares23.1K
Event2026-03-31
Filed2026-05-11
WINN
HARBOR ETF TRUST
0.09%
Shares120.9K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INCORPORATED
10.36%
Shares6.6K
Event2026-03-31
Filed2026-05-11
BSX
BOSTON SCIENTIFIC CORP
16.86%
Shares52.5K
Event2026-03-31
Filed2026-05-11
BND
VANGUARD BD INDEX FDS
0.79%
Shares44.6K
Event2026-03-31
Filed2026-05-11
GDE
WISDOMTREE TR
0.00%
Shares52.2K
Event2026-03-31
Filed2026-05-11
JHMB
JOHN HANCOCK EXCHANGE TRADED
9.65%
Shares148.8K
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODS PARTNERS L
0.55%
Shares86.4K
Event2026-03-31
Filed2026-05-11
SO
SOUTHERN CO
8.69%
Shares33.7K
Event2026-03-31
Filed2026-05-11
EWZ
ISHARES INC
74.68%
Shares84.3K
Event2026-03-31
Filed2026-05-11
XLI
SELECT SECTOR SPDR TR
-0.28%
Shares19.9K
Event2026-03-31
Filed2026-05-11
VOX
VANGUARD WORLD FD
-5.00%
Shares17.9K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
BLACKROCK INC
2.42%
Shares3.3K
Event2026-03-31
Filed2026-05-11
ED
CONSOLIDATED EDISON INC
10.40%
Shares28.2K
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
-47.16%
Shares20.6K
Event2026-03-31
Filed2026-05-11
CGDG
CAPITAL GROUP DIVIDEND GROWE
247.31%
Shares87.1K
Event2026-03-31
Filed2026-05-11
CGGO
CAPITAL GROUP GBL GROWTH EQT
752.49%
Shares93.4K
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
8.05%
Shares5.5K
Event2026-03-31
Filed2026-05-11
UNP
UNION PAC CORP
-55.45%
Shares12.8K
Event2026-03-31
Filed2026-05-11
FVD
FIRST TR EXCHANGE-TRADED FD
0.75%
Shares65.9K
Event2026-03-31
Filed2026-05-11
IWS
ISHARES TR
-1.52%
Shares21.1K
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO NETWORKS INC
-43.86%
Shares19.2K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS INTL INC
8.27%
Shares18.5K
Event2026-03-31
Filed2026-05-11
QQQM
INVESCO EXCH TRADED FD TR II
8.23%
Shares12.9K
Event2026-03-31
Filed2026-05-11
CAVA
CAVA GROUP INC
-6.79%
Shares37.2K
Event2026-03-31
Filed2026-05-11
NOBL
PROSHARES TR
5.40%
Shares28.4K
Event2026-03-31
Filed2026-05-11
CGCP
CAPITAL GRP FIXED INCM ETF T
571.71%
Shares131.3K
Event2026-03-31
Filed2026-05-11
HSY
HERSHEY CO
6.79%
Shares14.1K
Event2026-03-31
Filed2026-05-11
URA
GLOBAL X FDS
102.18%
Shares60.2K
Event2026-03-31
Filed2026-05-11
DDWM
WISDOMTREE TR
546.15%
Shares65.5K
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-57.38%
Shares15.5K
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN CORP
7.59%
Shares4.2K
Event2026-03-31
Filed2026-05-11
VOOG
VANGUARD ADMIRAL FDS INC
-21.99%
Shares7.0K
Event2026-03-31
Filed2026-05-11
FLS
FLOWSERVE CORP
-15.08%
Shares38.7K
Event2026-03-31
Filed2026-05-11
SHV
ISHARES TR
3.14%
Shares25.6K
Event2026-03-31
Filed2026-05-11
BKR
BAKER HUGHES COMPANY
-13.98%
Shares45.8K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS INC
-1.96%
Shares55.6K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD WORLD FD
26.61%
Shares4.0K
Event2026-03-31
Filed2026-05-11
VSS
VANGUARD INTL EQUITY INDEX F
-4.24%
Shares19.0K
Event2026-03-31
Filed2026-05-11
CGSM
CAPITAL GRP FIXED INCM ETF T
17.42%
Shares104.3K
Event2026-03-31
Filed2026-05-11
AVUV
AMERICAN CENTY ETF TR
-8.86%
Shares24.7K
Event2026-03-31
Filed2026-05-11
KLAC
KLA CORP
10.17%
Shares1.9K
Event2026-03-31
Filed2026-05-11
DIA
STATE STR SPDR DOW JONES IND
18.46%
Shares5.8K
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
0.81%
Shares14.8K
Event2026-03-31
Filed2026-05-11
IWY
ISHARES TR
4.55%
Shares10.8K
Event2026-03-31
Filed2026-05-11
AIQ
GLOBAL X FDS
109.47%
Shares57.8K
Event2026-03-31
Filed2026-05-11
FLOT
ISHARES TR
New
Shares52.9K
Event2026-03-31
Filed2026-05-11
AXON
AXON ENTERPRISE INC
34.76%
Shares6.3K
Event2026-03-31
Filed2026-05-11
MGV
VANGUARD WORLD FD
1.63%
Shares18.5K
Event2026-03-31
Filed2026-05-11
CEG
CONSTELLATION ENERGY CORP
13.36%
Shares9.5K
Event2026-03-31
Filed2026-05-11
PHYS
SPROTT ASSET MANAGEMENT LP
-16.47%
Shares74.9K
Event2026-03-31
Filed2026-05-11
STZ
CONSTELLATION BRANDS INC
7.71%
Shares17.4K
Event2026-03-31
Filed2026-05-11
CDNS
CADENCE DESIGN SYSTEM INC
3.22%
Shares9.4K
Event2026-03-31
Filed2026-05-11
MGK
VANGUARD WORLD FD
2.43%
Shares7.1K
Event2026-03-31
Filed2026-05-11
SPIB
SPDR SERIES TRUST
196.64%
Shares77.3K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
-0.80%
Shares54.3K
Event2026-03-31
Filed2026-05-11
TRGP
TARGA RES CORP
-5.38%
Shares10.1K
Event2026-03-31
Filed2026-05-11
FMDE
FIDELITY COVINGTON TRUST
21.80%
Shares70.5K
Event2026-03-31
Filed2026-05-11
AMAT
APPLIED MATLS INC
6.75%
Shares7.4K
Event2026-03-31
Filed2026-05-11
FMHI
FIRST TR EXCH TRADED FD III
129.01%
Shares52.7K
Event2026-03-31
Filed2026-05-11
SHEL
SHELL PLC
12.26%
Shares26.8K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
-68.94%
Shares19.1K
Event2026-03-31
Filed2026-05-11
DXJ
WISDOMTREE TR
43.69%
Shares15.2K
Event2026-03-31
Filed2026-05-11
BNDX
VANGUARD CHARLOTTE FDS
4.43%
Shares50.1K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
LAM RESEARCH CORP
-8.21%
Shares11.3K
Event2026-03-31
Filed2026-05-11
TBIL
RBB FD INC
-16.24%
Shares48.0K
Event2026-03-31
Filed2026-05-11
XLV
SELECT SECTOR SPDR TR
10.86%
Shares16.2K
Event2026-03-31
Filed2026-05-11
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
3.16%
Shares20.4K
Event2026-03-31
Filed2026-05-11
PODD
INSULET CORP
New
Shares11.0K
Event2026-03-31
Filed2026-05-11
AMT
AMERICAN TOWER CORP
-56.49%
Shares13.4K
Event2026-03-31
Filed2026-05-11
ES
EVERSOURCE ENERGY
18.24%
Shares33.3K
Event2026-03-31
Filed2026-05-11
MCK
MCKESSON CORP
-1.75%
Shares2.6K
Event2026-03-31
Filed2026-05-11
CL
COLGATE PALMOLIVE CO
16.54%
Shares26.8K
Event2026-03-31
Filed2026-05-11
BA
BOEING CO
19.06%
Shares11.4K
Event2026-03-31
Filed2026-05-11
ARTY
ISHARES TR
-2.29%
Shares48.7K
Event2026-03-31
Filed2026-05-11
PAAA
PGIM ETF TR
29.90%
Shares43.8K
Event2026-03-31
Filed2026-05-11
VLO
VALERO ENERGY CORP
2.08%
Shares9.0K
Event2026-03-31
Filed2026-05-11
T
AT&T INC
19.48%
Shares76.8K
Event2026-03-31
Filed2026-05-11
PFFD
GLOBAL X FDS
-11.02%
Shares120.9K
Event2026-03-31
Filed2026-05-11
DUHP
DIMENSIONAL ETF TRUST
23.44%
Shares59.3K
Event2026-03-31
Filed2026-05-11
OXY
OCCIDENTAL PETE CORP
-25.49%
Shares33.2K
Event2026-03-31
Filed2026-05-11
FLTR
VANECK ETF TRUST
-15.65%
Shares84.4K
Event2026-03-31
Filed2026-05-11
EFG
ISHARES TR
0.91%
Shares19.2K
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
1.69%
Shares24.6K
Event2026-03-31
Filed2026-05-11
WFC
WELLS FARGO & CO
7.55%
Shares26.8K
Event2026-03-31
Filed2026-05-11
FSLR
FIRST SOLAR INC
5.59%
Shares10.8K
Event2026-03-31
Filed2026-05-11
COIN
COINBASE GLOBAL INC
42.39%
Shares12.1K
Event2026-03-31
Filed2026-05-11
GNMA
ISHARES TR
2.55%
Shares47.6K
Event2026-03-31
Filed2026-05-11
WM
WASTE MGMT INC DEL
-3.74%
Shares9.1K
Event2026-03-31
Filed2026-05-11
EQWL
INVESCO EXCHANGE TRADED FD T
-1.31%
Shares18.2K
Event2026-03-31
Filed2026-05-11
XLU
SELECT SECTOR SPDR TR
-5.12%
Shares45.2K
Event2026-03-31
Filed2026-05-11
SPYD
SPDR SERIES TRUST
34.16%
Shares45.6K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
10.67%
Shares15.6K
Event2026-03-31
Filed2026-05-11
ETR
ENTERGY CORP NEW
-3.99%
Shares18.2K
Event2026-03-31
Filed2026-05-11
QDEC
FIRST TR EXCHNG TRADED FD VI
4.61%
Shares64.6K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
-6.07%
Shares72.3K
Event2026-03-31
Filed2026-05-11
VTWG
VANGUARD SCOTTSDALE FDS
7.77%
Shares8.9K
Event2026-03-31
Filed2026-05-11
TLT
ISHARES TR
2.07%
Shares23.3K
Event2026-03-31
Filed2026-05-11
QSPT
FIRST TR EXCHNG TRADED FD VI
617.34%
Shares65.6K
Event2026-03-31
Filed2026-05-11
FIIG
FIRST TR EXCHANGE-TRADED FD
-4.59%
Shares96.1K
Event2026-03-31
Filed2026-05-11
LINDE PLC
LINDE PLC
-5.64%
Shares4.0K
Event2026-03-31
Filed2026-05-11
MOAT
VANECK ETF TRUST
-1.10%
Shares20.6K
Event2026-03-31
Filed2026-05-11
VT
VANGUARD INTL EQUITY INDEX F
44.56%
Shares14.3K
Event2026-03-31
Filed2026-05-11
XAR
SPDR SERIES TRUST
5.66%
Shares7.7K
Event2026-03-31
Filed2026-05-11
CASY
CASEYS GEN STORES INC
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-11
O
REALTY INCOME CORP
4.42%
Shares32.0K
Event2026-03-31
Filed2026-05-11
USB
US BANCORP
-5.79%
Shares37.4K
Event2026-03-31
Filed2026-05-11
MDYV
SPDR SERIES TRUST
12.42%
Shares22.6K
Event2026-03-31
Filed2026-05-11
SLYV
SPDR SERIES TRUST
0.25%
Shares20.3K
Event2026-03-31
Filed2026-05-11
MGC
VANGUARD WORLD FD
15.64%
Shares8.1K
Event2026-03-31
Filed2026-05-11
SPTL
SPDR SERIES TRUST
-51.51%
Shares72.6K
Event2026-03-31
Filed2026-05-11
JPLD
J P MORGAN EXCHANGE TRADED F
New
Shares36.6K
Event2026-03-31
Filed2026-05-11
BBAG
J P MORGAN EXCHANGE TRADED F
31.70%
Shares41.4K
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
9.16%
Shares43.2K
Event2026-03-31
Filed2026-05-11
DGCB
DIMENSIONAL ETF TRUST
15.49%
Shares35.0K
Event2026-03-31
Filed2026-05-11
GSLC
GOLDMAN SACHS ETF TR
0.09%
Shares15.0K
Event2026-03-31
Filed2026-05-11
SMMU
PIMCO ETF TR
-4.17%
Shares36.8K
Event2026-03-31
Filed2026-05-11
ARGX
ARGENX SE
41.11%
Shares2.5K
Event2026-03-31
Filed2026-05-11
MP
MP MATERIALS CORP
3.13%
Shares38.3K
Event2026-03-31
Filed2026-05-11
IAI
ISHARES TR
-3.74%
Shares11.2K
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN TRUST ETF
6.55%
Shares47.7K
Event2026-03-31
Filed2026-05-11
OEF
ISHARES TR
-3.41%
Shares5.7K
Event2026-03-31
Filed2026-05-11
IXN
ISHARES TR
-2.34%
Shares17.9K
Event2026-03-31
Filed2026-05-11
RWO
SPDR INDEX SHS FDS
3.23%
Shares38.8K
Event2026-03-31
Filed2026-05-11
SCHX
SCHWAB STRATEGIC TR
0.04%
Shares69.2K
Event2026-03-31
Filed2026-05-11
VFH
VANGUARD WORLD FD
56.20%
Shares14.6K
Event2026-03-31
Filed2026-05-11
DON
WISDOMTREE TR
-1.87%
Shares32.9K
Event2026-03-31
Filed2026-05-11
IHDG
WISDOMTREE TR
-34.94%
Shares35.9K
Event2026-03-31
Filed2026-05-11
VFMF
VANGUARD WELLINGTON FD
-3.64%
Shares11.1K
Event2026-03-31
Filed2026-05-11
VNQ
VANGUARD INDEX FDS
108.90%
Shares19.1K
Event2026-03-31
Filed2026-05-11
DFSV
DIMENSIONAL ETF TRUST
16.62%
Shares48.3K
Event2026-03-31
Filed2026-05-11
UNILEVER PLC
UNILEVER PLC
8.82%
Shares29.7K
Event2026-03-31
Filed2026-05-11
DAL
DELTA AIR LINES INC
45.01%
Shares25.4K
Event2026-03-31
Filed2026-05-11
RWL
INVESCO EXCH TRADED FD TR II
11.39%
Shares14.7K
Event2026-03-31
Filed2026-05-11
FIDU
FIDELITY COVINGTON TRUST
9.26%
Shares19.5K
Event2026-03-31
Filed2026-05-11
SCMB
SCHWAB STRATEGIC TR
0.00%
Shares65.9K
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES TR
17.74%
Shares8.7K
Event2026-03-31
Filed2026-05-11
ALLW
SSGA ACTIVE TR
188.35%
Shares58.0K
Event2026-03-31
Filed2026-05-11
IGM
ISHARES TR
-4.33%
Shares14.1K
Event2026-03-31
Filed2026-05-11
APP
APPLOVIN CORP
8.01%
Shares4.2K
Event2026-03-31
Filed2026-05-11
DFNM
DIMENSIONAL ETF TRUST
1.43%
Shares34.3K
Event2026-03-31
Filed2026-05-11
SHOP
SHOPIFY INC
-10.53%
Shares13.8K
Event2026-03-31
Filed2026-05-11
FIRST TR EXCHANGE-TRADED FD
FIRST TR EXCHANGE-TRADED FD
New
Shares80.5K
Event2026-03-31
Filed2026-05-11
EFV
ISHARES TR
-1.98%
Shares22.0K
Event2026-03-31
Filed2026-05-11
SHLD
GLOBAL X FDS
27.38%
Shares23.0K
Event2026-03-31
Filed2026-05-11
IWR
ISHARES TR
4.10%
Shares16.7K
Event2026-03-31
Filed2026-05-11
CENCORA INC
CENCORA INC
-3.33%
Shares5.2K
Event2026-03-31
Filed2026-05-11
AXP
AMERICAN EXPRESS CO
14.34%
Shares5.3K
Event2026-03-31
Filed2026-05-11
IWN
ISHARES TR
1.07%
Shares8.5K
Event2026-03-31
Filed2026-05-11
PNC
PNC FINL SVCS GROUP INC
4.96%
Shares7.7K
Event2026-03-31
Filed2026-05-11
PGR
PROGRESSIVE CORP
257.18%
Shares8.1K
Event2026-03-31
Filed2026-05-11
SOXX
ISHARES TR
3.95%
Shares4.9K
Event2026-03-31
Filed2026-05-11
DFGP
DIMENSIONAL ETF TRUST
31.30%
Shares29.6K
Event2026-03-31
Filed2026-05-11
FENY
FIDELITY COVINGTON TRUST
New
Shares46.9K
Event2026-03-31
Filed2026-05-11
BUFQ
FIRST TR EXCHNG TRADED FD VI
-0.15%
Shares45.0K
Event2026-03-31
Filed2026-05-11
NUE
NUCOR CORP
0.78%
Shares9.4K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
BLACKSTONE INC
-52.21%
Shares13.7K
Event2026-03-31
Filed2026-05-11
XEL
XCEL ENERGY INC
53.94%
Shares19.8K
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
5.48%
Shares4.3K
Event2026-03-31
Filed2026-05-11
DFAI
DIMENSIONAL ETF TRUST
0.11%
Shares39.2K
Event2026-03-31
Filed2026-05-11
TDIV
FIRST TR EXCHANGE TRADED FD
7.46%
Shares16.2K
Event2026-03-31
Filed2026-05-11
RSPG
INVESCO EXCHANGE TRADED FD T
-1.86%
Shares13.8K
Event2026-03-31
Filed2026-05-11
DFAS
DIMENSIONAL ETF TRUST
2.18%
Shares21.2K
Event2026-03-31
Filed2026-05-11
VDE
VANGUARD WORLD FD
12.28%
Shares8.7K
Event2026-03-31
Filed2026-05-11
FSMD
FIDELITY COVINGTON TRUST
-1.02%
Shares33.6K
Event2026-03-31
Filed2026-05-11
FENI
FIDELITY COVINGTON TRUST
-23.78%
Shares40.1K
Event2026-03-31
Filed2026-05-11
ACLO
TCW ETF TRUST
New
Shares29.3K
Event2026-03-31
Filed2026-05-11
IGSB
ISHARES TR
-13.51%
Shares28.0K
Event2026-03-31
Filed2026-05-11
APH
AMPHENOL CORP
4.13%
Shares11.6K
Event2026-03-31
Filed2026-05-11
HYLB
DBX ETF TR
-0.86%
Shares40.3K
Event2026-03-31
Filed2026-05-11
GLW
CORNING INC
5.89%
Shares10.7K
Event2026-03-31
Filed2026-05-11
COPX
GLOBAL X FDS
49.22%
Shares19.0K
Event2026-03-31
Filed2026-05-11
DFIC
DIMENSIONAL ETF TRUST
17.43%
Shares40.7K
Event2026-03-31
Filed2026-05-11
CLOI
VANECK ETF TRUST
New
Shares27.4K
Event2026-03-31
Filed2026-05-11
BP
BP PLC
8.46%
Shares30.1K
Event2026-03-31
Filed2026-05-11
ARKK
ARK ETF TR
-4.38%
Shares20.9K
Event2026-03-31
Filed2026-05-11
VTHR
VANGUARD SCOTTSDALE FDS
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-11
MBB
ISHARES TR
0.08%
Shares14.6K
Event2026-03-31
Filed2026-05-11
TOTL
SSGA ACTIVE ETF TR
-0.91%
Shares34.7K
Event2026-03-31
Filed2026-05-11
IWV
ISHARES TR
14.33%
Shares3.7K
Event2026-03-31
Filed2026-05-11
ITA
ISHARES TR
52.45%
Shares6.2K
Event2026-03-31
Filed2026-05-11
SPOT
SPOTIFY TECHNOLOGY S A
8.67%
Shares2.8K
Event2026-03-31
Filed2026-05-11
VIOO
VANGUARD ADMIRAL FDS INC
6.02%
Shares11.6K
Event2026-03-31
Filed2026-05-11
ADBE
ADOBE INC
-5.28%
Shares5.4K
Event2026-03-31
Filed2026-05-11
FBND
FIDELITY MERRIMACK STR TR
-8.04%
Shares28.9K
Event2026-03-31
Filed2026-05-11
USFR
WISDOMTREE TR
-26.18%
Shares26.1K
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
3.61%
Shares24.3K
Event2026-03-31
Filed2026-05-11
LSAF
TWO RDS SHARED TR
12.82%
Shares28.5K
Event2026-03-31
Filed2026-05-11
NOW
SERVICENOW INC
-35.16%
Shares12.5K
Event2026-03-31
Filed2026-05-11
RWJ
INVESCO EXCH TRADED FD TR II
2.33%
Shares25.5K
Event2026-03-31
Filed2026-05-11
VXF
VANGUARD INDEX FDS
2.72%
Shares6.2K
Event2026-03-31
Filed2026-05-11
CTA
SIMPLIFY EXCHANGE TRADED FUN
28.85%
Shares42.3K
Event2026-03-31
Filed2026-05-11
IGIB
ISHARES TR
-16.53%
Shares23.9K
Event2026-03-31
Filed2026-05-11
QGRW
WISDOMTREE TR
0.80%
Shares23.5K
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL SVCS INC
-2.55%
Shares12.7K
Event2026-03-31
Filed2026-05-11
CIBR
FIRST TR EXCHANGE-TRADED FD
-48.73%
Shares19.7K
Event2026-03-31
Filed2026-05-11
VTWV
VANGUARD SCOTTSDALE FDS
9.82%
Shares7.3K
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
7.93%
Shares9.3K
Event2026-03-31
Filed2026-05-11
TGT
TARGET CORP
-4.41%
Shares10.1K
Event2026-03-31
Filed2026-05-11
VGSH
VANGUARD SCOTTSDALE FDS
72.62%
Shares20.8K
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
3.76%
Shares6.1K
Event2026-03-31
Filed2026-05-11
MMC
MARSH & MCLENNAN COS INC
New
Shares7.0K
Event2026-03-31
Filed2026-05-11
KMB
KIMBERLY-CLARK CORP
2.97%
Shares12.5K
Event2026-03-31
Filed2026-05-11
SLYG
SPDR SERIES TRUST
-3.50%
Shares12.4K
Event2026-03-31
Filed2026-05-11
COF
CAPITAL ONE FINL CORP
2.80%
Shares6.6K
Event2026-03-31
Filed2026-05-11
EXC
EXELON CORP
0.07%
Shares24.3K
Event2026-03-31
Filed2026-05-11
SPGM
SPDR INDEX SHS FDS
10.52%
Shares15.7K
Event2026-03-31
Filed2026-05-11
HOLA
J P MORGAN EXCHANGE TRADED F
-11.00%
Shares22.5K
Event2026-03-31
Filed2026-05-11
CELESTICA INC
CELESTICA INC
22.51%
Shares4.2K
Event2026-03-31
Filed2026-05-11
VHT
VANGUARD WORLD FD
78.01%
Shares4.3K
Event2026-03-31
Filed2026-05-11
HYMB
SPDR SERIES TRUST
5.45%
Shares47.0K
Event2026-03-31
Filed2026-05-11
VDC
VANGUARD WORLD FD
250.31%
Shares5.1K
Event2026-03-31
Filed2026-05-11
XLY
SELECT SECTOR SPDR TR
-18.38%
Shares10.5K
Event2026-03-31
Filed2026-05-11
JGLO
J P MORGAN EXCHANGE TRADED F
29.78%
Shares17.5K
Event2026-03-31
Filed2026-05-11
CGNG
CAPITAL GROUP NEW GEOGRAPHY
128.96%
Shares36.1K
Event2026-03-31
Filed2026-05-11
EFAV
ISHARES TR
-3.66%
Shares12.4K
Event2026-03-31
Filed2026-05-11
FTA
FIRST TR EXCHANGE-TRADED ALP
3.15%
Shares12.1K
Event2026-03-31
Filed2026-05-11
BKNG
BOOKING HOLDINGS INC
-5.38%
Shares264
Event2026-03-31
Filed2026-05-11
ISRG
INTUITIVE SURGICAL INC
-7.84%
Shares2.4K
Event2026-03-31
Filed2026-05-11
CMCSA
COMCAST CORP NEW
0.48%
Shares38.6K
Event2026-03-31
Filed2026-05-11
ODFL
OLD DOMINION FREIGHT LINE IN
26.21%
Shares5.6K
Event2026-03-31
Filed2026-05-11
FIVA
FIDELITY COVINGTON TRUST
-38.82%
Shares31.6K
Event2026-03-31
Filed2026-05-11
IBND
SPDR SERIES TRUST
-37.49%
Shares35.4K
Event2026-03-31
Filed2026-05-11
VOOV
VANGUARD ADMIRAL FDS INC
11.37%
Shares5.4K
Event2026-03-31
Filed2026-05-11
VGIT
VANGUARD SCOTTSDALE FDS
44.81%
Shares18.4K
Event2026-03-31
Filed2026-05-11
RY
ROYAL BK CDA
-0.33%
Shares6.7K
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
GREAT VALLEY ADVISOR GROUP, INC. Institutional Holdings, Portfolio & P&L β€” TradeFomo