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The Analysis of High Net Worth Advisory Group LLC's Holdings & P&L

Currently, High Net Worth Advisory Group LLC holds 244 types of securities in its portfolio with a total value $428.8M. In the most recent quarter, they have increased their positions in CGBL (+21.1K shares, valued at $727.7K), VDE (+3.4K shares, valued at $580.3K), AOK (+12.9K shares, valued at $516.6K); decreased their positions in CEG (-1.9K shares, valued at $540.3K), VOT (-1.7K shares, valued at $433.2K), AMZN (-2.0K shares, valued at $417.6K); initiated new positions in VDE (+3.4K shares, valued at $580.3K), ITA (+2.3K shares, valued at $506.0K), APG (+11.7K shares, valued at $474.1K).

1M P&L

-1.8M-0.45%

3M P&L

-90.8M-18.20%

HY P&L

-70.4M-14.72%

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/A241.5M

62.8%

2Drug Manufacturers - General20.4M

5.3%

3Semiconductors20.3M

5.3%

Top Industries by Stock Count

1N/A130 stocks

57.8%

2Biotechnology8 stocks

3.6%

3Drug Manufacturers - General7 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS46.9K shares1.54%2026-03-312026-04-17

NVDA NVIDIA CORPORATION110.7K shares-0.77%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS77.4K shares1.51%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS104.0K shares1.05%2026-03-312026-04-17

AGG ISHARES TR139.4K shares-0.20%2026-03-312026-04-17

AAPL APPLE INC51.5K shares-3.09%2026-03-312026-04-17

CGBL CAPITAL GROUP CORE BALANCED317.0K shares7.15%2026-03-312026-04-17

ABBV ABBVIE INC45.4K shares-0.13%2026-03-312026-04-17

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F163.9K shares-1.44%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR233.8K shares-1.70%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T10.9K shares-0.91%2026-03-312026-04-17

VUG VANGUARD INDEX FDS15.3K shares0.08%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F115.4K shares2.73%2026-03-312026-04-17

AMZN AMAZON COM INC25.8K shares-7.21%2026-03-312026-04-17

AMGN AMGEN INC15.1K shares0.01%2026-03-312026-04-17

VIGI VANGUARD WHITEHALL FDS59.1K shares3.55%2026-03-312026-04-17

Sponsored

VYMI VANGUARD WHITEHALL FDS55.2K shares1.73%2026-03-312026-04-17

USMV ISHARES TR56.0K shares-2.60%2026-03-312026-04-17

VTI VANGUARD INDEX FDS15.6K shares-2.09%2026-03-312026-04-17

IEFA ISHARES TR53.0K shares-0.84%2026-03-312026-04-17

XOM EXXON MOBIL CORP27.6K shares-1.95%2026-03-312026-04-17

MSFT MICROSOFT CORP12.6K shares0.42%2026-03-312026-04-17

HYMB SPDR SERIES TRUST186.9K shares0.19%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T60.8K shares-2.24%2026-03-312026-04-17

Sponsored

PH PARKER-HANNIFIN CORP4.7K shares0.00%2026-03-312026-04-17

PEP PEPSICO INC26.0K shares-1.18%2026-03-312026-04-17

SPYI NEOS ETF TRUST81.5K shares2.32%2026-03-312026-04-17

VGT VANGUARD WORLD FD5.7K shares-3.75%2026-03-312026-04-17

ABT ABBOTT LABORATORIES35.9K shares0.07%2026-03-312026-04-17

IJH ISHARES TR53.4K shares-4.62%2026-03-312026-04-17

DVY ISHARES TR21.9K shares-0.65%2026-03-312026-04-17

HD HOME DEPOT INC10.0K shares0.22%2026-03-312026-04-17

Sponsored

MGK VANGUARD WORLD FD8.9K shares-5.12%2026-03-312026-04-17

VO VANGUARD INDEX FDS10.9K shares-1.02%2026-03-312026-04-17

HDV ISHARES TR22.6K shares-1.35%2026-03-312026-04-17

WMT WALMART INC24.5K shares-0.36%2026-03-312026-04-17

TCAF T ROWE PRICE ETF INC84.3K shares-4.36%2026-03-312026-04-17

VTV VANGUARD INDEX FDS15.2K shares2.99%2026-03-312026-04-17

META META PLATFORMS INC5.1K shares-3.99%2026-03-312026-04-17

ALPHABET INC ALPHABET INC9.9K shares0.00%2026-03-312026-04-17

Sponsored

JPM JPMORGAN CHASE & CO9.4K shares-5.68%2026-03-312026-04-17

TSLA TESLA INC7.0K shares3.02%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION2.6K shares0.20%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II34.4K shares-12.53%2026-03-312026-04-17

COWZ PACER FDS TR38.0K shares0.54%2026-03-312026-04-17

IEMG ISHARES INC33.2K shares-1.63%2026-03-312026-04-17

VTEB VANGUARD MUN BD FDS46.3K shares9.35%2026-03-312026-04-17

SHYD VANECK ETF TRUST100.0K shares0.00%2026-03-312026-04-17

Sponsored

AOK ISHARES TR56.6K shares29.67%2026-03-312026-04-17

CVX CHEVRON CORPORATION10.9K shares1.05%2026-03-312026-04-17

LLY ELI LILLY & CO2.4K shares0.71%2026-03-312026-04-17

ALPHABET INC ALPHABET INC7.6K shares-5.15%2026-03-312026-04-17

GPIX GOLDMAN SACHS ETF TR41.4K shares4.81%2026-03-312026-04-17

RJF RAYMOND JAMES FINL INC14.3K shares2.16%2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE47.7K shares12.53%2026-03-312026-04-17

GLD SPDR GOLD TR4.4K shares0.00%2026-03-312026-04-17

Sponsored

CAT CATERPILLAR INC2.7K shares-5.52%2026-03-312026-04-17

IJR ISHARES TR15.1K shares-5.95%2026-03-312026-04-17

MERCK & CO INC MERCK & CO INC15.2K shares0.79%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON7.2K shares2.78%2026-03-312026-04-17

USHY ISHARES TR47.5K shares1.25%2026-03-312026-04-17

VB VANGUARD INDEX FDS6.2K shares-2.01%2026-03-312026-04-17

VHT VANGUARD WORLD FD5.8K shares0.29%2026-03-312026-04-17

PG PROCTER & GAMBLE CO10.9K shares0.00%2026-03-312026-04-17

Sponsored

HUBS HUBSPOT INC6.4K shares0.00%2026-03-312026-04-17

SO SOUTHERN CO15.9K shares0.00%2026-03-312026-04-17

AOM ISHARES TR31.6K shares49.06%2026-03-312026-04-17

KO COCA COLA CO19.4K shares-0.26%2026-03-312026-04-17

IWMI NEOS ETF TRUST31.1K shares-0.19%2026-03-312026-04-17

NMZ NUVEEN MUN HIGH INCOME OPPOR140.3K shares-7.14%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND3.0K shares0.23%2026-03-312026-04-17

RTX RTX CORPORATION7.2K shares0.52%2026-03-312026-04-17

Sponsored

DGRO ISHARES TR19.1K shares0.00%2026-03-312026-04-17

VOT VANGUARD INDEX FDS5.2K shares-24.43%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR21.7K shares-4.41%2026-03-312026-04-17

EXG EATON VANCE TAX-MANAGED GLOB151.8K shares0.00%2026-03-312026-04-17

PM PHILIP MORRIS INTL INC7.9K shares0.00%2026-03-312026-04-17

SDY SPDR SERIES TRUST8.8K shares0.09%2026-03-312026-04-17

MGV VANGUARD WORLD FD8.8K shares0.00%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS5.0K shares-13.33%2026-03-312026-04-17

Sponsored

WM WASTE MGMT INC DEL5.2K shares5.62%2026-03-312026-04-17

EFA ISHARES TR12.3K shares0.00%2026-03-312026-04-17

QQQI NEOS ETF TRUST23.6K shares5.94%2026-03-312026-04-17

VBR VANGUARD INDEX FDS5.3K shares4.21%2026-03-312026-04-17

AOR ISHARES TR17.5K shares83.25%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC1.3K shares-8.16%2026-03-312026-04-17

BAC BANK AMERICA CORP23.0K shares-1.08%2026-03-312026-04-17

NUV NUVEEN MUN VALUE FD INC123.0K shares29.47%2026-03-312026-04-17

Sponsored

TT TRANE TECHNOLOGIES PLC2.6K shares0.00%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS13.0K shares-2.44%2026-03-312026-04-17

FMHI FIRST TR EXCH TRADED FD III22.4K shares0.39%2026-03-312026-04-17

FDVV FIDELITY COVINGTON TRUST19.2K shares0.00%2026-03-312026-04-17

CSCO CISCO SYS INC13.7K shares0.00%2026-03-312026-04-17

RYLD GLOBAL X FDS70.6K shares-10.09%2026-03-312026-04-17

MEDTRONIC PLC MEDTRONIC PLC12.2K shares0.01%2026-03-312026-04-17

VV VANGUARD INDEX FDS3.5K shares-1.02%2026-03-312026-04-17

Sponsored

VXUS VANGUARD STAR FDS13.0K shares10.87%2026-03-312026-04-17

JMUB J P MORGAN EXCHANGE TRADED F20.0K shares-0.23%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F18.1K shares3.49%2026-03-312026-04-17

VCLT VANGUARD SCOTTSDALE FDS13.1K shares1.21%2026-03-312026-04-17

DLN WISDOMTREE TR10.8K shares-13.83%2026-03-312026-04-17

AOA ISHARES TR10.8K shares107.69%2026-03-312026-04-17

GEV GE VERNOVA INC1.1K shares-7.03%2026-03-312026-04-17

IJS ISHARES TR7.9K shares0.00%2026-03-312026-04-17

Sponsored

ACLX ARCELLX INC8.0K shares0.00%2026-03-312026-04-17

MINO PIMCO ETF TR20.0K shares0.00%2026-03-312026-04-17

SJNK SPDR SERIES TRUST36.0K shares0.00%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares0.00%2026-03-312026-04-17

LOW LOWES COS INC3.7K shares-0.21%2026-03-312026-04-17

GCOW PACER FDS TR18.1K shares0.26%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.7K shares-5.91%2026-03-312026-04-17

JGRO J P MORGAN EXCHANGE TRADED F9.6K shares2.89%2026-03-312026-04-17

Sponsored

EATON CORP PLC EATON CORP PLC2.2K shares1.77%2026-03-312026-04-17

CSHI NEOS ETF TRUST15.8K shares26.40%2026-03-312026-04-17

IYRI NEOS ETF TRUST16.2K shares2.52%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR5.7K shares0.02%2026-03-312026-04-17

JQUA J P MORGAN EXCHANGE TRADED F12.4K shares0.26%2026-03-312026-04-17

MCO MOODYS CORP1.7K shares0.00%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.8K shares0.00%2026-03-312026-04-17

IDU ISHARES TR6.4K shares0.00%2026-03-312026-04-17

Sponsored

FMB FIRST TR EXCH TRADED FD III14.1K shares39.79%2026-03-312026-04-17

BKLN INVESCO EXCH TRADED FD TR II34.5K shares0.00%2026-03-312026-04-17

JOYT J P MORGAN EXCHANGE TRADED F12.9K shares72.90%2026-03-312026-04-17

NLR VANECK ETF TRUST5.0K shares8.23%2026-03-312026-04-17

V VISA INC2.2K shares-16.20%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC5.0K shares0.00%2026-03-312026-04-17

VIS VANGUARD WORLD FD2.1K shares-1.41%2026-03-312026-04-17

GWW WW GRAINGER INC580 shares0.00%2026-03-312026-04-17

Sponsored

GLW CORNING INC4.6K shares0.00%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR1.0K shares0.00%2026-03-312026-04-17

VDE VANGUARD WORLD FD3.4K sharesnew addition2026-03-312026-04-17

TJX TJX COS INC NEW3.6K shares0.00%2026-03-312026-04-17

MUB ISHARES TR5.4K shares0.00%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC11.3K shares-0.88%2026-03-312026-04-17

NBIS NEBIUS GROUP N.V.5.5K shares-1.80%2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC1.4K shares2.26%2026-03-312026-04-17

Sponsored

EELV INVESCO EXCH TRADED FD TR II20.0K shares0.00%2026-03-312026-04-17

BLTE BELITE BIO INC3.5K shares0.00%2026-03-312026-04-17

IVE ISHARES TR2.5K shares0.00%2026-03-312026-04-17

GILD GILEAD SCIENCES INC3.8K shares-3.81%2026-03-312026-04-17

QCOM QUALCOMM INC4.0K shares0.15%2026-03-312026-04-17

WMB WILLIAMS COS INC7.0K shares-2.72%2026-03-312026-04-17

ITA ISHARES TR2.3K sharesnew addition2026-03-312026-04-17

ANGL VANECK ETF TRUST17.4K shares0.00%2026-03-312026-04-17

Sponsored

VGSH VANGUARD SCOTTSDALE FDS8.5K shares0.00%2026-03-312026-04-17

MCD MCDONALDS CORP1.6K shares0.00%2026-03-312026-04-17

ALNY ALNYLAM PHARMACEUTICALS INC1.5K shares0.00%2026-03-312026-04-17

IAT ISHARES TR9.1K shares0.00%2026-03-312026-04-17

IRM IRON MTN INC DEL4.7K shares0.00%2026-03-312026-04-17

APG API GROUP CORP11.7K sharesnew addition2026-03-312026-04-17

UNH UNITEDHEALTH GROUP INC1.7K shares42.22%2026-03-312026-04-17

SPYD SPDR SERIES TRUST9.9K shares0.60%2026-03-312026-04-17

Sponsored

DIS DISNEY WALT CO4.6K shares-2.13%2026-03-312026-04-17

NEE NEXTERA ENERGY INC4.7K shares0.04%2026-03-312026-04-17

IVV ISHARES TR667 shares42.83%2026-03-312026-04-17

CSX CSX CORP10.5K shares0.00%2026-03-312026-04-17

NVS NOVARTIS AG2.8K shares0.00%2026-03-312026-04-17

MA MASTERCARD INCORPORATED848 shares0.12%2026-03-312026-04-17

UNP UNION PAC CORP1.7K shares0.00%2026-03-312026-04-17

BABA ALIBABA GROUP HLDG LTD3.4K shares-10.61%2026-03-312026-04-17

Sponsored

WFC WELLS FARGO & CO5.2K shares13.29%2026-03-312026-04-17

LGLV SPDR SERIES TRUST2.3K shares-4.17%2026-03-312026-04-17

FAST FASTENAL CO8.8K shares0.00%2026-03-312026-04-17

CAH CARDINAL HEALTH INC1.9K shares0.00%2026-03-312026-04-17

BA BOEING CO2.0K shares0.00%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F5.3K shares0.00%2026-03-312026-04-17

EMHY ISHARES INC10.0K shares0.00%2026-03-312026-04-17

GPIQ GOLDMAN SACHS ETF TR8.0K shares0.00%2026-03-312026-04-17

Sponsored

DIVO AMPLIFY ETF TR8.7K shares3.37%2026-03-312026-04-17

MPC MARATHON PETE CORP1.6K shares0.00%2026-03-312026-04-17

AVDE AMERICAN CENTY ETF TR4.6K shares62.76%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR4.7K shares64.47%2026-03-312026-04-17

ARGX ARGENX SE500 shares-16.67%2026-03-312026-04-17

NOC NORTHROP GRUMMAN CORP531 shares0.19%2026-03-312026-04-17

PNC PNC FINL SVCS GROUP INC1.7K shares0.00%2026-03-312026-04-17

OKE ONEOK INC NEW3.9K shares0.00%2026-03-312026-04-17

Sponsored

IMCG ISHARES TR4.5K shares0.00%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP578 shares0.52%2026-03-312026-04-17

IWM ISHARES TR1.4K shares0.00%2026-03-312026-04-17

APH AMPHENOL CORP2.7K shares-9.68%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 40557 shares0.00%2026-03-312026-04-17

IWF ISHARES TR784 shares0.00%2026-03-312026-04-17

SMMV ISHARES TR7.7K shares-14.45%2026-03-312026-04-17

CYTK CYTOKINETICS INC5.0K shares0.00%2026-03-312026-04-17

Sponsored

ORCL ORACLE CORP2.1K shares6.70%2026-03-312026-04-17

UMBF UMB FINL CORP2.8K shares0.00%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS4.8K shares3.49%2026-03-312026-04-17

HON HONEYWELL INTL INC1.4K shares0.00%2026-03-312026-04-17

NUVL NUVALENT INC3.0K shares0.00%2026-03-312026-04-17

EFAV ISHARES TR3.4K shares0.00%2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC1.2K shares0.00%2026-03-312026-04-17

QQQH NEOS ETF TRUST6.0K shares0.00%2026-03-312026-04-17

Sponsored

CEG CONSTELLATION ENERGY CORP1.1K shares-64.05%2026-03-312026-04-17

SYRE SPYRE THERAPEUTICS INC6.0K sharesnew addition2026-03-312026-04-17

MO ALTRIA GROUP INC4.5K shares0.00%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS6.3K shares0.00%2026-03-312026-04-17

T AT&T INC10.2K shares0.00%2026-03-312026-04-17

IYF ISHARES TR2.5K shares0.00%2026-03-312026-04-17

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR3.3K shares0.00%2026-03-312026-04-17

Sponsored

COWG PACER FDS TR8.6K shares50.43%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.4K shares4.45%2026-03-312026-04-17

VTWG VANGUARD SCOTTSDALE FDS1.3K shares0.00%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares0.00%2026-03-312026-04-17

XMLV INVESCO EXCH TRADED FD TR II4.5K shares0.00%2026-03-312026-04-17

IJK ISHARES TR2.7K shares0.00%2026-03-312026-04-17

NATIONAL GRID PLC NATIONAL GRID PLC3.2K shares0.00%2026-03-312026-04-17

TGT TARGET CORP2.2K shares0.00%2026-03-312026-04-17

Sponsored

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC3.7K shares0.00%2026-03-312026-04-17

WPC WP CAREY INC3.8K shares0.00%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR5.1K shares0.74%2026-03-312026-04-17

HELO J P MORGAN EXCHANGE TRADED F3.9K sharesnew addition2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR9.7K shares-4.67%2026-03-312026-04-17

BMY BRISTOL-MYERS SQUIBB CO4.0K shares-3.24%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE849 shares0.12%2026-03-312026-04-17

ICF ISHARES TR3.8K shares0.00%2026-03-312026-04-17

Sponsored

XBI SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC240 shares0.00%2026-03-312026-04-17

IWD ISHARES TR1.1K shares0.00%2026-03-312026-04-17

TFC TRUIST FINL CORP5.0K shares0.00%2026-03-312026-04-17

IBB ISHARES TR1.4K shares0.00%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS2.9K shares0.00%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS4.9K shares0.00%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR7.8K shares0.00%2026-03-312026-04-17

Sponsored

KR KROGER CO3.0K sharesnew addition2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC634 sharesnew addition2026-03-312026-04-17

SPSB SPDR SERIES TRUST7.0K shares0.00%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC2.1K shares0.00%2026-03-312026-04-17

TER TERADYNE INC700 sharesnew addition2026-03-312026-04-17

SHY ISHARES TR2.5K shares0.00%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF5.1K shares0.00%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP595 sharesnew addition2026-03-312026-04-17

Sponsored

EQIX EQUINIX INC208 sharesnew addition2026-03-312026-04-17

IVW ISHARES TR1.8K shares-35.71%2026-03-312026-04-17

ZTS ZOETIS INC1.7K shares-22.51%2026-03-312026-04-17

COP CONOCOPHILLIPS1.5K sharesnew addition2026-03-312026-04-17

EIM EATON VANCE MUN BD FD20.2K shares-30.20%2026-03-312026-04-17

GUG GUGGENHEIM ACTIVE ALLOC FD12.6K shares1.47%2026-03-312026-04-17

AVK ADVENT CONV & INCOME FD13.8K sharesnew addition2026-03-312026-04-17

GGN GAMCO GLOBAL GOLD NAT RES &19.5K shares0.00%2026-03-312026-04-17

Sponsored

ACP ABRDN INCOME CREDIT STRATEGI13.5K shares0.00%2026-03-312026-04-17

TERRA INNOVATUM GLOBAL NV TERRA INNOVATUM GLOBAL NV10.0K sharesnew addition2026-03-312026-04-17

GERN GERON CORP25.5K shares0.00%2026-03-312026-04-17

HIO WESTERN ASSET HIGH INCOME OP10.4K shares2.91%2026-03-312026-04-17

VANGUARD INDEX FDS

1.54%

Shares46.9K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-0.77%

Shares110.7K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

1.51%

Shares77.4K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

1.05%

Shares104.0K

Event2026-03-31

Filed2026-04-17

AGG

ISHARES TR

-0.20%

Shares139.4K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-3.09%

Shares51.5K

Event2026-03-31

Filed2026-04-17

CGBL

CAPITAL GROUP CORE BALANCED

7.15%

Shares317.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

-0.13%

Shares45.4K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

-1.44%

Shares163.9K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-1.70%

Shares233.8K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-0.91%

Shares10.9K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

0.08%

Shares15.3K

Event2026-03-31

Filed2026-04-17

JEPQ

J P MORGAN EXCHANGE TRADED F

2.73%

Shares115.4K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-7.21%

Shares25.8K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

0.01%

Shares15.1K

Event2026-03-31

Filed2026-04-17

VIGI

VANGUARD WHITEHALL FDS

3.55%

Shares59.1K

Event2026-03-31

Filed2026-04-17

VYMI

VANGUARD WHITEHALL FDS

1.73%

Shares55.2K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

-2.60%

Shares56.0K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-2.09%

Shares15.6K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

-0.84%

Shares53.0K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-1.95%

Shares27.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

0.42%

Shares12.6K

Event2026-03-31

Filed2026-04-17

HYMB

SPDR SERIES TRUST

0.19%

Shares186.9K

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

-2.24%

Shares60.8K

Event2026-03-31

Filed2026-04-17

PARKER-HANNIFIN CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-17

PEP

PEPSICO INC

-1.18%

Shares26.0K

Event2026-03-31

Filed2026-04-17

SPYI

NEOS ETF TRUST

2.32%

Shares81.5K

Event2026-03-31

Filed2026-04-17

VGT

VANGUARD WORLD FD

-3.75%

Shares5.7K

Event2026-03-31

Filed2026-04-17

ABT

ABBOTT LABORATORIES

0.07%

Shares35.9K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

-4.62%

Shares53.4K

Event2026-03-31

Filed2026-04-17

DVY

ISHARES TR

-0.65%

Shares21.9K

Event2026-03-31

Filed2026-04-17

HOME DEPOT INC

0.22%

Shares10.0K

Event2026-03-31

Filed2026-04-17

MGK

VANGUARD WORLD FD

-5.12%

Shares8.9K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-1.02%

Shares10.9K

Event2026-03-31

Filed2026-04-17

HDV

ISHARES TR

-1.35%

Shares22.6K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-0.36%

Shares24.5K

Event2026-03-31

Filed2026-04-17

TCAF

T ROWE PRICE ETF INC

-4.36%

Shares84.3K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

2.99%

Shares15.2K

Event2026-03-31

Filed2026-04-17