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The Analysis of HCR Wealth Advisors's Holdings & P&L

Currently, HCR Wealth Advisors holds 241 types of securities in its portfolio with a total value $964.4M. In the most recent quarter, they have increased their positions in FLS (+33.3K shares, valued at $2.4M), VUG (+4.4K shares, valued at $1.9M), IEF (+13.0K shares, valued at $1.2M); decreased their positions in AAPL (-23.0K shares, valued at $5.8M), ORCL (-19.5K shares, valued at $2.9M), AME (-9.0K shares, valued at $1.9M); initiated new positions in ESTA (+12.6K shares, valued at $717.6K), PSQ (+21.0K shares, valued at $676.0K), GLW (+2.3K shares, valued at $308.7K).

1M P&L

+46.9M+4.91%

3M P&L

-452.8M-31.12%

HY P&L

-433.6M-30.20%

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/A432.2M

48.5%

2Consumer Electronics129.7M

14.6%

3Semiconductors59.5M

6.7%

Top Industries by Stock Count

1N/A93 stocks

42.3%

2Aerospace & Defense6 stocks

2.7%

3Software - Infrastructure6 stocks

2.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL Apple Inc511.2K shares-4.31%2026-03-312026-04-21

VUG Vanguard Growth Index Fund ETF221.6K shares2.01%2026-03-312026-04-21

VYM Vanguard High Dividend Yield Index Fund ETF646.0K shares0.60%2026-03-312026-04-21

NVDA Nvidia Corp304.7K shares-0.21%2026-03-312026-04-21

VXF Vanguard Extended Market ETF S &P Compl181.9K shares2.10%2026-03-312026-04-21

IVV iShares Core S&P 500 ETF50.6K shares-0.72%2026-03-312026-04-21

Alphabet Inc Alphabet Inc94.9K shares-2.20%2026-03-312026-04-21

IEMG iShares Core MSCI Emerging ETF263.9K shares1.99%2026-03-312026-04-21

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FPE First Trust Preferred Securities and Income ETF999.2K shares0.11%2026-03-312026-04-21

MSFT Microsoft47.7K shares-0.42%2026-03-312026-04-21

IJR iShares Core S&P Small-Cap ETF129.3K shares0.27%2026-03-312026-04-21

AME Ametek Inc68.5K shares-11.61%2026-03-312026-04-21

AMZN Amazon.Com Inc56.3K shares4.66%2026-03-312026-04-21

PANW Palo Alto Networks71.9K shares2.69%2026-03-312026-04-21

META Meta Platforms Inc20.1K shares-1.58%2026-03-312026-04-21

BINC BlackRock Flexible Income ETF195.5K shares7.61%2026-03-312026-04-21

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V Visa Inc33.0K shares-2.06%2026-03-312026-04-21

JPM JPMorgan Chase & Co31.0K shares-0.32%2026-03-312026-04-21

JAAA Janus Henderson Aaa Clo ETF IV177.1K shares9.67%2026-03-312026-04-21

GLD SPDR Gold TR Gold (SHS)20.7K shares9.82%2026-03-312026-04-21

Broadcom Inc Broadcom Inc27.7K shares-2.05%2026-03-312026-04-21

COST Costco Wholesale8.5K shares-0.93%2026-03-312026-04-21

VRT Vertiv Holdings Co Class A29.4K shares-8.20%2026-03-312026-04-21

Alphabet Inc. Class C Alphabet Inc. Class C25.7K shares0.76%2026-03-312026-04-21

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Invesco QQQ Trust Invesco QQQ Trust11.3K shares1.99%2026-03-312026-04-21

SPY SPDR S&P 500 ETF9.9K shares2.44%2026-03-312026-04-21

VWO Vanguard FTSE Emerging Markets ETF116.5K shares-1.13%2026-03-312026-04-21

Berkshire Hathaway Berkshire Hathaway12.2K shares0.00%2026-03-312026-04-21

TSLA Tesla Motors15.3K shares-0.60%2026-03-312026-04-21

COP Conocophillips Com41.5K shares3.40%2026-03-312026-04-21

AZO Autozone Inc Com1.5K shares1.05%2026-03-312026-04-21

Vanguard S&P 500 ETF Vanguard S&P 500 ETF8.6K shares4.83%2026-03-312026-04-21

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MS Morgan Stanley30.4K shares-0.24%2026-03-312026-04-21

MU Micron Technology14.6K shares-0.20%2026-03-312026-04-21

AN Autonation Inc Com24.5K shares-1.61%2026-03-312026-04-21

XLU Utilities Select (sector SPDR Fund)102.0K shares2.97%2026-03-312026-04-21

LHX L3harris13.4K shares-1.05%2026-03-312026-04-21

SCHG Schwab US Large Cap Growth ETF152.0K shares-8.15%2026-03-312026-04-21

Eaton Corp PLC F Eaton Corp PLC F12.4K shares1.54%2026-03-312026-04-21

WMT Wal-Mart35.2K shares-0.19%2026-03-312026-04-21

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PWR Quanta Services Inc7.8K shares-3.80%2026-03-312026-04-21

CVX Chevron Corp.20.3K shares0.06%2026-03-312026-04-21

TMO Thermo Fisher8.4K shares0.36%2026-03-312026-04-21

ICE Intercontinental Exchange Inc24.8K shares2.18%2026-03-312026-04-21

BA Boeing Co19.2K shares0.00%2026-03-312026-04-21

XOM ExxonMobil22.0K shares0.10%2026-03-312026-04-21

NFLX Netflix Inc38.6K shares14.49%2026-03-312026-04-21

CAT Caterpillar5.1K shares0.30%2026-03-312026-04-21

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DELL Dell Technologies Inc Class C21.4K shares-3.91%2026-03-312026-04-21

AWK American Water Works25.7K shares-0.70%2026-03-312026-04-21

SHY iShares Trust 1-3 (year Treasury Bond Etf)42.0K shares-15.50%2026-03-312026-04-21

NEE Nextera Energy Inc37.2K shares-5.90%2026-03-312026-04-21

CME CME Group Inc11.4K shares-1.43%2026-03-312026-04-21

NRG NRG Energy Inc22.6K shares0.74%2026-03-312026-04-21

IEFA iShares Core MSCI EAFE ETF36.2K shares1.41%2026-03-312026-04-21

ABBV Abbvie Inc Com14.2K shares0.73%2026-03-312026-04-21

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JNJ Johnson & Johnson11.9K shares0.44%2026-03-312026-04-21

URI United Rentals Inc3.8K shares-7.13%2026-03-312026-04-21

SYK Stryker Corp8.4K shares-1.43%2026-03-312026-04-21

HD Home Depot8.3K shares-0.29%2026-03-312026-04-21

FLS Flowserve Corp37.1K shares888.03%2026-03-312026-04-21

HON Honeywell11.8K shares0.78%2026-03-312026-04-21

SBUX Starbucks Corp Com29.7K shares-2.24%2026-03-312026-04-21

BAC Bank Of America Corp53.8K shares-0.28%2026-03-312026-04-21

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IEF iShares 7-10 Year Treasury Bond ETF26.5K shares95.68%2026-03-312026-04-21

VTI Vanguard Total Stock Market Index Fund ETF7.2K shares0.66%2026-03-312026-04-21

TDG Transdigm Group1.9K shares-6.99%2026-03-312026-04-21

VEA Vanguard FTSE Developed Markets ETF33.4K shares-7.54%2026-03-312026-04-21

DIS Walt Disney22.0K shares3.47%2026-03-312026-04-21

IJH iShares Core S&P Mid Cap31.2K shares0.00%2026-03-312026-04-21

UCON First Trust TCW Unconstrained Plus Bond ETF84.6K shares28.43%2026-03-312026-04-21

ALL Allstate Corp10.0K shares-0.87%2026-03-312026-04-21

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MINT PIMCO Enhanced SHRT Maturty Actv ETF20.4K shares-1.21%2026-03-312026-04-21

FCX Freeport-Mcmoran Inc34.8K shares-1.87%2026-03-312026-04-21

RTX RTX Corp10.2K shares12.43%2026-03-312026-04-21

SHYG iShares High Yield Corporat Bond ETF45.6K shares-5.77%2026-03-312026-04-21

CSM ProShares Large Cap Core Plus ETF25.7K shares0.00%2026-03-312026-04-21

FDX Fedex Corp Com5.4K shares-0.22%2026-03-312026-04-21

GS Goldman Sachs Group2.3K shares-11.84%2026-03-312026-04-21

MA Mastercard3.7K shares0.51%2026-03-312026-04-21

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AMGN Amgen Inc.4.8K shares0.38%2026-03-312026-04-21

Alps Alerian MLP ETF Alps Alerian MLP ETF32.0K shares-2.39%2026-03-312026-04-21

VB Vanguard Small Cap ETF IV6.3K shares0.03%2026-03-312026-04-21

BKLN Invesco Senior Loan ETF81.0K shares-47.96%2026-03-312026-04-21

IBIT iShares Bitcoin ETF42.1K shares8.20%2026-03-312026-04-21

FIXD First Trust TCW Opportunistic Fixed Income ETF36.6K shares0.75%2026-03-312026-04-21

MCD McDonalds5.1K shares-1.63%2026-03-312026-04-21

IYW iShares US Technology ETF8.7K shares-6.08%2026-03-312026-04-21

Sponsored

GEV GE Vernova Inc1.7K shares-2.52%2026-03-312026-04-21

JCI Johnson Controls Inter F11.1K shares-31.43%2026-03-312026-04-21

ZTS Zoetis Inc11.8K shares-4.69%2026-03-312026-04-21

VGT Vanguard Information Technology Index Fund ETF1.9K shares1.71%2026-03-312026-04-21

MO Altria Group Inc20.1K shares-0.81%2026-03-312026-04-21

IEI iShares 3-7 Year Treasury Bond ETF11.1K shares-4.98%2026-03-312026-04-21

SCHW Charles Schwab Corp13.7K shares-0.54%2026-03-312026-04-21

XLK Technology Select Sector SPDR ETF9.6K shares0.03%2026-03-312026-04-21

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CMF iShares California Muni Bond ETF22.1K shares3.28%2026-03-312026-04-21

IWM iShares Russell 2000 ETF5.1K shares0.00%2026-03-312026-04-21

LLY Lilly Eli & Co1.4K shares0.97%2026-03-312026-04-21

PG Procter & Gamble8.6K shares-6.94%2026-03-312026-04-21

XLE Energy Select Sector SPDR ETF18.4K shares-1.02%2026-03-312026-04-21

AFL Aflac Inc9.6K shares0.50%2026-03-312026-04-21

Marvell Technology Inc Marvell Technology Inc10.6K shares2.41%2026-03-312026-04-21

BND Vanguard Total Bond Market ETF14.3K shares-18.43%2026-03-312026-04-21

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PM Philip Morris Intl6.3K shares-2.85%2026-03-312026-04-21

STZ Constellation Brands6.6K shares8.03%2026-03-312026-04-21

PLTR Palantir Technologies In Class A6.8K shares74.19%2026-03-312026-04-21

RKT Rocket Cos Inc Com69.3K shares-4.40%2026-03-312026-04-21

BOND PIMCO Active Bond ETF10.5K shares0.00%2026-03-312026-04-21

GBTC Grayscale Bitcoin TR BTC18.4K shares6.37%2026-03-312026-04-21

AWR American States Water Co12.8K shares-3.08%2026-03-312026-04-21

ITOT iShares Core S&P Total US Stock Mark6.7K shares0.00%2026-03-312026-04-21

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ORCL Oracle Corp6.5K shares-75.00%2026-03-312026-04-21

CHD Church &dwight Co10.2K shares-0.64%2026-03-312026-04-21

General Electric Co General Electric Co3.3K shares-0.63%2026-03-312026-04-21

WFC Wells Fargo & Co11.8K shares0.64%2026-03-312026-04-21

TFLO iShares Treasury Floating Rate B ETF18.1K shares0.00%2026-03-312026-04-21

ISRG Intuitive Surgical2.0K shares26.95%2026-03-312026-04-21

LMT Lockheed Martin Corp1.5K shares0.27%2026-03-312026-04-21

PFF iShares Preferred Income Sec ETF IV28.8K shares-15.40%2026-03-312026-04-21

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IVW iShares S&P 500 Growth ETF7.2K shares1.83%2026-03-312026-04-21

KO Coca-Cola10.2K shares1.83%2026-03-312026-04-21

QUAL iShares MSCI USA QLTY Fact ETF4.0K shares-0.62%2026-03-312026-04-21

SCHX Schwab US Large Cap ETF29.7K shares3.89%2026-03-312026-04-21

TSM Taiwan Semiconductr F Sponsored ADR2.1K shares35.07%2026-03-312026-04-21

ESTA Establishment Labs HLD F12.6K sharesnew addition2026-03-312026-04-21

Citigroup Inc Citigroup Inc6.2K shares0.03%2026-03-312026-04-21

DIA SPDR Dow Jones Industrial Avrg ETF1.5K shares-4.94%2026-03-312026-04-21

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AMD Advanced Micro Device In3.3K shares0.66%2026-03-312026-04-21

CDZI Cadiz Inc138.0K shares69.46%2026-03-312026-04-21

PSQ ProShares Short QQQ ETF21.0K sharesnew addition2026-03-312026-04-21

Linde PLC F Linde PLC F1.3K shares13.73%2026-03-312026-04-21

PH Parker-Hannifin Corp713 shares0.56%2026-03-312026-04-21

COF Capital One FC3.5K shares0.92%2026-03-312026-04-21

TIP iShares TIPS Bond ETF5.7K shares89.55%2026-03-312026-04-21

PSX Phillips 663.3K shares-6.45%2026-03-312026-04-21

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HACK Amplify Cybersecurity ETF7.7K shares4.08%2026-03-312026-04-21

VHT Vanguard Health Care ETF2.1K shares-7.74%2026-03-312026-04-21

MDY SPDR S&P Midcap 400 ETF926 shares0.00%2026-03-312026-04-21

SNDK Sandisk Corp898 shares-16.07%2026-03-312026-04-21

SRE Sempra5.9K shares0.21%2026-03-312026-04-21

SHW Sherwin Williams Co1.7K shares0.00%2026-03-312026-04-21

Merck &co. Inc Com Merck &co. Inc Com4.6K shares1.16%2026-03-312026-04-21

VZ Verizon10.9K shares-3.27%2026-03-312026-04-21

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FV First Dorsey Wright Focus 5 ETF IV9.0K shares2.32%2026-03-312026-04-21

INTU Intuit Inc1.3K shares0.64%2026-03-312026-04-21

EFA iShares MSCI EAFE ETF5.6K shares-0.45%2026-03-312026-04-21

UNH UnitedHealth Group1.9K shares-2.12%2026-03-312026-04-21

EEM iShares MSCI Emerging Markets ETF9.1K shares7.85%2026-03-312026-04-21

BSV Vanguard Short-Term Bond ETF6.5K shares-23.78%2026-03-312026-04-21

IYR iShares US Real Estate ETF5.3K shares0.00%2026-03-312026-04-21

HDV iShares Core High (dividend Etf)3.6K shares-10.11%2026-03-312026-04-21

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AXP American Express Co1.6K shares0.00%2026-03-312026-04-21

MGM MGM Resorts Intl13.3K shares17.68%2026-03-312026-04-21

IVE iShares S&P 500 Value ETF2.3K shares8.45%2026-03-312026-04-21

SCHF Schwab International Equity ETF19.0K shares0.00%2026-03-312026-04-21

VTEB Vanguard Muni BND Tax9.3K shares0.00%2026-03-312026-04-21

IBM IBM1.9K shares0.90%2026-03-312026-04-21

IBB iShares Biotechnology ETF2.7K shares0.00%2026-03-312026-04-21

EMB iShares JP Morgan Usd Emerging Marke4.7K shares0.00%2026-03-312026-04-21

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Blackstone Inc Blackstone Inc3.8K shares-41.69%2026-03-312026-04-21

NKE Nike Inc Class B Com8.2K shares-11.27%2026-03-312026-04-21

BUFR FT Vest Fund Of Buffer ETF12.7K shares8.10%2026-03-312026-04-21

SUB iShares Short Term NTNL Mun BND ETF4.0K shares0.00%2026-03-312026-04-21

SCHA Schwab US Small Cap ETF14.6K shares0.01%2026-03-312026-04-21

FMB First Trust Managed Municipal ETF IV8.3K shares0.00%2026-03-312026-04-21

GAB Gabelli Equity CF75.4K shares0.00%2026-03-312026-04-21

ITA iShares US Aerospace Defense ETF1.9K shares-3.45%2026-03-312026-04-21

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GDX Vaneck Gold Miners ETF4.5K shares-6.92%2026-03-312026-04-21

TJX TJX Companies Inc2.6K shares1.53%2026-03-312026-04-21

XLF Select STR Financial Select SPDR ETF8.1K shares-5.46%2026-03-312026-04-21

IJK iShares S&P Mid Cap 400 GRWTH ETF3.9K shares0.00%2026-03-312026-04-21

IWF iShares Russell 1000 Growth ETF919 shares0.00%2026-03-312026-04-21

CRM Salesforce2.1K shares0.05%2026-03-312026-04-21

NXST Nexstar Media Group Inc Com CL A2.1K shares-15.00%2026-03-312026-04-21

ASML Asml Holding N V F Sponsored ADR287 shares3.61%2026-03-312026-04-21

Sponsored

AGG iShares Core US Aggregate Bond ETF3.8K shares0.00%2026-03-312026-04-21

LQD iShares iBoxx $ (investment Grade Corporate Bond Etf)3.4K shares-11.02%2026-03-312026-04-21

IYF iShares US Financials ETF3.1K shares-18.47%2026-03-312026-04-21

Invesco S&P 500 Low Volatility ETF Invesco S&P 500 Low Volatility ETF4.9K shares10.08%2026-03-312026-04-21

CLX Clorox Co Com3.5K shares-10.25%2026-03-312026-04-21

PPA Invesco Aerospace & Defense ETF2.1K shares0.00%2026-03-312026-04-21

PEP Pepsico Inc2.2K shares0.59%2026-03-312026-04-21

SHEL Shell PLC F Sponsored ADR3.7K shares1.64%2026-03-312026-04-21

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DVY iShares Select Dividend ETF2.2K shares0.00%2026-03-312026-04-21

SF Stifel Finl Co4.6K shares50.79%2026-03-312026-04-21

AEE Ameren Corp3.1K shares0.00%2026-03-312026-04-21

SUSA iShares MSCI USA Esg Select ETF2.5K shares0.00%2026-03-312026-04-21

VNQ Vanguard Real Estate ETF3.7K shares-10.70%2026-03-312026-04-21

NOC Northrop Grumman Co476 shares0.63%2026-03-312026-04-21

HYMB SPDR Nuveen BLMG HG YL MP BND ETF13.1K shares-23.46%2026-03-312026-04-21

COWZ Pacer US Cash Cows 100 ETF5.2K shares-1.86%2026-03-312026-04-21

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MCO Moodys Corp736 shares0.96%2026-03-312026-04-21

iShares Gold ETF iShares Gold ETF3.6K shares0.00%2026-03-312026-04-21

PGR Progressive Co Ohio1.6K shares0.00%2026-03-312026-04-21

BIL SPDR Bloomberg 1 3 MNTH T BLL ETF3.4K shares-5.21%2026-03-312026-04-21

GLW Corning Inc2.3K sharesnew addition2026-03-312026-04-21

TRV Travelers1.1K shares0.96%2026-03-312026-04-21

CSX CSX Corp7.5K shares0.89%2026-03-312026-04-21

ALNY Alnylam Pharmaceutl924 shares0.00%2026-03-312026-04-21

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TT Trane Technologies PLC F728 shares0.97%2026-03-312026-04-21

Invesco FTSE Rafi US 1000 ETF Invesco FTSE Rafi US 1000 ETF6.0K shares0.00%2026-03-312026-04-21

NVO Novo-Nordisk As Vormal F Sponsored ADR7.6K shares-26.64%2026-03-312026-04-21

GLDM SPDR Gold Minishares Etv3.0K shares0.00%2026-03-312026-04-21

RLY SPDR Ssga Multi Asset Real Retur ETF7.6K shares-28.30%2026-03-312026-04-21

HOOD Robinhood Markets Inc Com CL A3.9K sharesnew addition2026-03-312026-04-21

SCHD Schwab US Dividend Equity ETF8.8K shares0.36%2026-03-312026-04-21

XLV Select Sector Health Care SPDR ETF1.8K shares0.00%2026-03-312026-04-21

Sponsored

SMH Vaneck Semiconductor ETF693 shares3.74%2026-03-312026-04-21

CARR Carrier Global Corp4.7K shares0.41%2026-03-312026-04-21

RIVN Rivian Automotive Inc Class A16.8K shares10.54%2026-03-312026-04-21

BTI Brit Amer Tobacco F Unsponsored ADR4.3K shares-2.47%2026-03-312026-04-21

BLOK Amplify TRNSFRMTNL Data SHRNG ETF5.0K shares0.00%2026-03-312026-04-21

MMC Marsh & MC Lennan Co1.4K shares1.13%2026-03-312026-04-21

DE Deere & Co439 shares1.15%2026-03-312026-04-21

SOXX iShares Semiconductor ETF IV752 shares4.01%2026-03-312026-04-21

Sponsored

Solstice Advanced Solstice Advanced3.1K sharesnew addition2026-03-312026-04-21

AIEQ Amplify Ai Powered Equity ETF5.4K shares-11.56%2026-03-312026-04-21

ED Consolidated Edison2.0K shares0.69%2026-03-312026-04-21

T AT&T8.0K sharesnew addition2026-03-312026-04-21

IJJ iShares S&P Mid Cap 400 Value ETF1.7K shares0.00%2026-03-312026-04-21

ILCB iShares Morningstar US Equity ETF2.5K shares0.00%2026-03-312026-04-21

MDLZ Mondelez Intl Class A3.9K shares0.77%2026-03-312026-04-21

UPS United Parcel SRVC Class B2.3K shares-7.10%2026-03-312026-04-21

Sponsored

SNPS Synopsys Inc556 shares0.18%2026-03-312026-04-21

CRWD Crowdstrike HLDGS Inc Class A559 shares27.63%2026-03-312026-04-21

TLT iShares TR 20 YR TR (BD Etf)2.5K shares-7.42%2026-03-312026-04-21

VCIT VGRD Itc ETF DV2.6K shares0.00%2026-03-312026-04-21

The CIGNA Group The CIGNA Group807 shares0.00%2026-03-312026-04-21

F Ford Motor Co18.3K shares1.11%2026-03-312026-04-21

VALE Vale S.A. Spons Ads Repr 1 Com NPV13.2K sharesnew addition2026-03-312026-04-21

Invsc S P 500 Equal Weight ETF Invsc S P 500 Equal Weight ETF1.1K shares0.56%2026-03-312026-04-21

Sponsored

WDC Western Digital Corp762 sharesnew addition2026-03-312026-04-21

KW Kennedy Wilson HLDGS19.0K shares0.00%2026-03-312026-04-21

IDXX Idexx Labs Inc366 shares1.10%2026-03-312026-04-21

Grayscale Bitcoin Mini Trust ETF Grayscale Bitcoin Mini Trust ETF6.8K shares0.00%2026-03-312026-04-21

CVBF C V B Finl Corp10.0K shares0.00%2026-03-312026-04-21

MGNI Magnite Inc13.0K shares0.00%2026-03-312026-04-21

NOK Nokia Oyj F Sponsored ADR15.4K shares0.00%2026-03-312026-04-21

NTHI Neonc Technologies HLDGS15.0K shares0.00%2026-03-312026-04-21

Sponsored

MOBX Mobix Labs Inc Class A30.0K shares0.00%2026-03-312026-04-21

AAPL

Apple Inc

-4.31%

Shares511.2K

Event2026-03-31

Filed2026-04-21

VUG

Vanguard Growth Index Fund ETF

2.01%

Shares221.6K

Event2026-03-31

Filed2026-04-21

VYM

Vanguard High Dividend Yield Index Fund ETF

0.60%

Shares646.0K

Event2026-03-31

Filed2026-04-21

NVDA

Nvidia Corp

-0.21%

Shares304.7K

Event2026-03-31

Filed2026-04-21

VXF

Vanguard Extended Market ETF S &P Compl

2.10%

Shares181.9K

Event2026-03-31

Filed2026-04-21

IVV

iShares Core S&P 500 ETF

-0.72%

Shares50.6K

Event2026-03-31

Filed2026-04-21

Alphabet Inc

-2.20%

Shares94.9K

Event2026-03-31

Filed2026-04-21

IEMG

iShares Core MSCI Emerging ETF

1.99%

Shares263.9K

Event2026-03-31

Filed2026-04-21

FPE

First Trust Preferred Securities and Income ETF

0.11%

Shares999.2K

Event2026-03-31

Filed2026-04-21

MSFT

Microsoft

-0.42%

Shares47.7K

Event2026-03-31

Filed2026-04-21

IJR

iShares Core S&P Small-Cap ETF

0.27%

Shares129.3K

Event2026-03-31

Filed2026-04-21

AME

Ametek Inc

-11.61%

Shares68.5K

Event2026-03-31

Filed2026-04-21

AMZN

Amazon.Com Inc

4.66%

Shares56.3K

Event2026-03-31

Filed2026-04-21

PANW

Palo Alto Networks

2.69%

Shares71.9K

Event2026-03-31

Filed2026-04-21