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The Analysis of HighPoint Advisor Group LLC's Holdings & P&L

Currently, HighPoint Advisor Group LLC holds 642 types of securities in its portfolio with a total value $2.4B. In the most recent quarter, they have increased their positions in SPY (+243.8K shares, valued at $158.6M), SPDW (+1.6M shares, valued at $70.8M), SPYG (+667.6K shares, valued at $65.4M); decreased their positions in AAPL (-803.7K shares, valued at $204.0M), NVDA (-597.3K shares, valued at $104.2M), MSFT (-152.4K shares, valued at $56.4M); initiated new positions in SPY (+243.8K shares, valued at $158.6M), SPDW (+1.6M shares, valued at $70.8M), SPYG (+667.6K shares, valued at $65.4M).

1M P&L

+97.1M+4.94%

3M P&L

+124.6M+6.43%

HY P&L

+200.0M+10.74%

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

1Consumer Electronics258.4M

13.6%

2Semiconductors202.7M

10.7%

3Software - Infrastructure153.1M

8.1%

Top Industries by Stock Count

1Software - Application28 stocks

4.5%

2Banks - Regional22 stocks

3.5%

3Utilities - Regulated Electric21 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STREET243.8K sharesnew addition2026-03-312026-05-14

SPDW STATE STREET1.6M sharesnew addition2026-03-312026-05-14

SPYG STATE STREET667.6K sharesnew addition2026-03-312026-05-14

INVESCO QQQ INVESCO QQQ108.8K sharesnew addition2026-03-312026-05-14

XLK STATE STREET471.7K sharesnew addition2026-03-312026-05-14

SPYM STATE STREET653.0K sharesnew addition2026-03-312026-05-14

DGRW WISDOMTREE US568.2K sharesnew addition2026-03-312026-05-14

JIRE JPMORGAN555.6K sharesnew addition2026-03-312026-05-14

Sponsored

ITOT ISHARES CORE285.9K sharesnew addition2026-03-312026-05-14

DFAI DIMENSIONAL INTL1.0M sharesnew addition2026-03-312026-05-14

AVEM AVANTIS EMERGING491.8K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA CORP224.6K shares-72.67%2026-03-312026-05-14

AAPL APPLE INC144.8K shares-84.73%2026-03-312026-05-14

SPYV STATE STREET589.0K sharesnew addition2026-03-312026-05-14

SPTM STATE STREET371.0K sharesnew addition2026-03-312026-05-14

CGGR CAPITAL GROUP725.8K sharesnew addition2026-03-312026-05-14

Sponsored

SPSM STATE STREET567.6K sharesnew addition2026-03-312026-05-14

AMZN AMAZON COM110.6K shares-67.44%2026-03-312026-05-14

CGUS CAPITAL GROUP598.7K sharesnew addition2026-03-312026-05-14

JMTG JPMORGAN MORTGAE448.8K sharesnew addition2026-03-312026-05-14

SPTI STATE STREET793.2K sharesnew addition2026-03-312026-05-14

VTI VANGUARD TOTAL68.0K sharesnew addition2026-03-312026-05-14

MSFT MICROSOFT CORP58.0K shares-72.44%2026-03-312026-05-14

JHMM JOHN HANCOCK305.4K sharesnew addition2026-03-312026-05-14

Sponsored

CGDV CAPITAL GROUP443.9K sharesnew addition2026-03-312026-05-14

BINC ISHARES FLEXIBLE362.4K sharesnew addition2026-03-312026-05-14

FTGC FIRST TRUST606.0K sharesnew addition2026-03-312026-05-14

XLC STATE STREET156.2K sharesnew addition2026-03-312026-05-14

XSOE WISDOMTREE EMERGING431.2K sharesnew addition2026-03-312026-05-14

BILS STATE STREET173.3K sharesnew addition2026-03-312026-05-14

AVUV AVANTIS U S154.9K sharesnew addition2026-03-312026-05-14

XLV STATE STREET115.1K sharesnew addition2026-03-312026-05-14

Sponsored

XLF STATE STREET334.5K sharesnew addition2026-03-312026-05-14

BIL STATE STREET177.1K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC55.1K shares-64.64%2026-03-312026-05-14

XLY STATE STREET144.0K sharesnew addition2026-03-312026-05-14

IUS INVESCO RAFI268.9K sharesnew addition2026-03-312026-05-14

JPUS JPMORGAN DIVERSIFIED118.6K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC52.1K shares-65.99%2026-03-312026-05-14

IVV ISHARES CORE22.0K sharesnew addition2026-03-312026-05-14

Sponsored

TMSL T ROWE377.5K sharesnew addition2026-03-312026-05-14

XLI STATE STREET85.0K sharesnew addition2026-03-312026-05-14

MDY SPDR S&P22.1K sharesnew addition2026-03-312026-05-14

CGCV CAPITAL GROUP457.2K sharesnew addition2026-03-312026-05-14

FESM FIDELITY COVINGTON326.8K sharesnew addition2026-03-312026-05-14

GLD SPDR GOLD28.4K shares923.98%2026-03-312026-05-14

USFR WISDOMTREE FLOATING239.3K sharesnew addition2026-03-312026-05-14

BUFR FIRST TRUST343.5K sharesnew addition2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY24.1K shares-64.00%2026-03-312026-05-14

ABBV ABBVIE INC52.4K shares-73.63%2026-03-312026-05-14

JPM JPMORGAN CHASE36.5K shares-80.77%2026-03-312026-05-14

BROADCOM INC BROADCOM INC33.9K shares-67.43%2026-03-312026-05-14

CGGO CAPITAL GROUP294.8K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC13.8K shares-61.26%2026-03-312026-05-14

META META PLATFORMS17.0K shares-72.20%2026-03-312026-05-14

SPEM STATE STREET202.6K sharesnew addition2026-03-312026-05-14

Sponsored

XLP STATE STREET114.1K sharesnew addition2026-03-312026-05-14

XLU STATE STREET202.3K sharesnew addition2026-03-312026-05-14

INVESCO S&P INVESCO S&P47.7K sharesnew addition2026-03-312026-05-14

QQQM INVESCO NASDAQ37.2K sharesnew addition2026-03-312026-05-14

FBND FIDELITY TOTAL189.8K sharesnew addition2026-03-312026-05-14

DGRO ISHARES CORE116.5K sharesnew addition2026-03-312026-05-14

XMHQ INVESCO S&P78.9K sharesnew addition2026-03-312026-05-14

VTV VANGUARD VALUE40.9K sharesnew addition2026-03-312026-05-14

Sponsored

IJR ISHARES CORE63.8K sharesnew addition2026-03-312026-05-14

WMT WALMART INC61.2K shares-65.31%2026-03-312026-05-14

FTSM FIRST TRUST126.6K sharesnew addition2026-03-312026-05-14

VANGUARD S&P VANGUARD S&P12.6K sharesnew addition2026-03-312026-05-14

SPBO STATE STREET259.1K sharesnew addition2026-03-312026-05-14

SPHY STATE STREET318.2K sharesnew addition2026-03-312026-05-14

XSHQ INVESCO S&P170.2K sharesnew addition2026-03-312026-05-14

CVX CHEVRON CORP34.4K shares-71.39%2026-03-312026-05-14

Sponsored

SPTS STATE STREET241.8K sharesnew addition2026-03-312026-05-14

COST COSTCO WHOLESALE7.0K shares-64.07%2026-03-312026-05-14

YEAR AB ULTRA136.3K sharesnew addition2026-03-312026-05-14

FMB FIRST TRUST133.9K sharesnew addition2026-03-312026-05-14

SMMU PIMCO SHORT130.7K sharesnew addition2026-03-312026-05-14

XAR STATE STREER25.6K sharesnew addition2026-03-312026-05-14

IWM ISHARES RUSSELL26.1K sharesnew addition2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES44.1K shares-61.68%2026-03-312026-05-14

Sponsored

JBND JPMORGAN ACTIVE120.0K sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON26.0K shares-69.56%2026-03-312026-05-14

IJH ISHARES CORE93.2K sharesnew addition2026-03-312026-05-14

DIVO AMPLIFY CWP137.0K sharesnew addition2026-03-312026-05-14

DYNF ISHARES U S103.2K sharesnew addition2026-03-312026-05-14

XLE STATE STREET97.9K sharesnew addition2026-03-312026-05-14

TSLA TESLA INC15.9K shares-83.02%2026-03-312026-05-14

SPMO INVESCO S&P52.3K sharesnew addition2026-03-312026-05-14

Sponsored

TLH ISHARES 10-20YR58.0K sharesnew addition2026-03-312026-05-14

XOM EXXON MOBIL32.8K shares-82.04%2026-03-312026-05-14

FLMI FRANKLIN DYNAMIC224.5K sharesnew addition2026-03-312026-05-14

COWZ PACER US86.3K sharesnew addition2026-03-312026-05-14

SPMD STATE STREET88.7K sharesnew addition2026-03-312026-05-14

FWD AB DISRUPTORS48.2K sharesnew addition2026-03-312026-05-14

VUG VANGUARD GROWTH11.9K sharesnew addition2026-03-312026-05-14

JMUB JPMORGAN102.4K sharesnew addition2026-03-312026-05-14

Sponsored

VIG VANGUARD DIVIDEND23.4K sharesnew addition2026-03-312026-05-14

JAAA JANUS HENDERSON99.8K sharesnew addition2026-03-312026-05-14

JQUA JPMORGAN US81.4K sharesnew addition2026-03-312026-05-14

RDVI FIRST TRUST194.8K sharesnew addition2026-03-312026-05-14

LLY ELI LILLY5.4K shares-71.17%2026-03-312026-05-14

MCD MCDONALDS CORP16.0K shares-71.69%2026-03-312026-05-14

ACWI ISHARES MSCI35.3K sharesnew addition2026-03-312026-05-14

NFLX NETFLIX INC50.3K shares-60.76%2026-03-312026-05-14

Sponsored

IEF ISHARES 7-10YR50.6K sharesnew addition2026-03-312026-05-14

UPS UNITED PARCEL49.0K shares-14.97%2026-03-312026-05-14

FIW FIRST TRUST46.7K sharesnew addition2026-03-312026-05-14

HD HOME DEPOT14.1K shares-63.62%2026-03-312026-05-14

VGT VANGUARD INFORMATION6.6K sharesnew addition2026-03-312026-05-14

BUFD FIRST TRUST159.9K sharesnew addition2026-03-312026-05-14

CRWD CROWDSTRIKE HOLDINGS11.4K shares-32.36%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP16.3K shares-43.27%2026-03-312026-05-14

Sponsored

HON HONEYWELL INTL19.3K shares-31.52%2026-03-312026-05-14

NBSD NEUBERGER SHORT85.9K sharesnew addition2026-03-312026-05-14

RDVY FIRST TRUST63.8K sharesnew addition2026-03-312026-05-14

BSCS INVESCO BULLETSHARES212.9K sharesnew addition2026-03-312026-05-14

DFAC DIMENSIONAL US111.7K sharesnew addition2026-03-312026-05-14

IWF ISHARES RUSSELL10.2K sharesnew addition2026-03-312026-05-14

BSCU INVESCO BULLETSHARES258.4K sharesnew addition2026-03-312026-05-14

DVY ISHARES SELECT28.5K sharesnew addition2026-03-312026-05-14

Sponsored

ABT ABBOTT LABORATORIES41.4K shares-72.77%2026-03-312026-05-14

RTX RTX CORP21.2K shares-71.49%2026-03-312026-05-14

SDY STATE STREET26.9K sharesnew addition2026-03-312026-05-14

AOR ISHARES CORE60.6K sharesnew addition2026-03-312026-05-14

PG PROCTER & GAMBLE26.8K shares-75.84%2026-03-312026-05-14

TOTL STATE STREET93.6K sharesnew addition2026-03-312026-05-14

CSM PROSHARES LARGE49.0K sharesnew addition2026-03-312026-05-14

CGBL CAPITAL GROUP103.5K sharesnew addition2026-03-312026-05-14

Sponsored

GRNY FUNDSTRAT GRANNY149.1K sharesnew addition2026-03-312026-05-14

QUAL ISHARES MSCI18.1K sharesnew addition2026-03-312026-05-14

LGH HCM DEFENDER60.3K sharesnew addition2026-03-312026-05-14

MA MASTERCARD INC6.9K shares-71.27%2026-03-312026-05-14

ISHARES GOLD ISHARES GOLD38.8K sharesnew addition2026-03-312026-05-14

V VISA INC11.3K shares-74.34%2026-03-312026-05-14

SHW SHERWIN WILLIAMS10.6K shares-28.26%2026-03-312026-05-14

TDIV FIRST TRUST36.1K sharesnew addition2026-03-312026-05-14

Sponsored

MGK VANGUARD MEGA9.1K sharesnew addition2026-03-312026-05-14

BAC BANK AMERICA68.0K shares-58.60%2026-03-312026-05-14

DIS WALT DISNEY34.1K shares-57.61%2026-03-312026-05-14

CGCB CAPITAL GROUP124.6K sharesnew addition2026-03-312026-05-14

VB VANGUARD SMALL12.4K sharesnew addition2026-03-312026-05-14

EMEQ NOMURA FOCUSED71.7K sharesnew addition2026-03-312026-05-14

NOBL PROSHARES S&P29.8K sharesnew addition2026-03-312026-05-14

PANW PALO ALTO19.7K shares-31.64%2026-03-312026-05-14

Sponsored

FVD FIRST TRUST67.0K sharesnew addition2026-03-312026-05-14

WM WASTE MANAGEMENT13.7K shares-74.86%2026-03-312026-05-14

AMD ADVANCED MICRO15.5K shares-61.97%2026-03-312026-05-14

IAGG ISHARES CORE62.5K sharesnew addition2026-03-312026-05-14

MGV VANGUARD MEGA21.0K sharesnew addition2026-03-312026-05-14

IUSV ISHARES CORE29.7K sharesnew addition2026-03-312026-05-14

MU MICRON TECHNOLOGY INC9.0K shares-76.38%2026-03-312026-05-14

CGDG CAPITAL GROUP82.8K sharesnew addition2026-03-312026-05-14

Sponsored

FTCS FIRST TRUST31.8K sharesnew addition2026-03-312026-05-14

GRID FIRST TRUST17.9K sharesnew addition2026-03-312026-05-14

SPAB STATE STREET114.0K sharesnew addition2026-03-312026-05-14

SCHD SCHWAB US94.9K sharesnew addition2026-03-312026-05-14

FTNT FORTINET INC35.2K shares-15.54%2026-03-312026-05-14

BUFQ FIRST TRUST80.5K sharesnew addition2026-03-312026-05-14

CSCO CISCO SYSTEMS36.6K shares-62.19%2026-03-312026-05-14

PKB INVESCO BUILDING28.8K sharesnew addition2026-03-312026-05-14

Sponsored

XLG INVESCO S&P51.3K sharesnew addition2026-03-312026-05-14

IUSB ISHARES CORE60.1K sharesnew addition2026-03-312026-05-14

VWO VANGUARD FSTE51.3K sharesnew addition2026-03-312026-05-14

MTUM ISHARES MSCI11.5K sharesnew addition2026-03-312026-05-14

DUSA DAVIS SELECT53.5K sharesnew addition2026-03-312026-05-14

VTEB VANGUARD MUNICIPAL54.0K sharesnew addition2026-03-312026-05-14

DBEF XTRACKERS MSCI53.7K sharesnew addition2026-03-312026-05-14

IUSG ISHARES S&P17.1K sharesnew addition2026-03-312026-05-14

Sponsored

QNITY ELECTRONICS QNITY ELECTRONICS22.8K shares-22.48%2026-03-312026-05-14

SPTL STATE STREET99.1K sharesnew addition2026-03-312026-05-14

XLB STATE STREET50.7K sharesnew addition2026-03-312026-05-14

SPHQ INVESCO S&P33.3K sharesnew addition2026-03-312026-05-14

CRM SALESFORCE INC13.3K shares-56.79%2026-03-312026-05-14

PM PHILIP MORRIS15.0K shares-77.25%2026-03-312026-05-14

VYM VANGUARD HIGH16.7K sharesnew addition2026-03-312026-05-14

SGOV ISHARES 0-324.4K sharesnew addition2026-03-312026-05-14

Sponsored

LULU LULULEMON ATHLETICA16.0K shares29.21%2026-03-312026-05-14

MERCK & COMPANY MERCK & COMPANY20.2K shares-68.57%2026-03-312026-05-14

IEFA ISHARES CORE26.7K sharesnew addition2026-03-312026-05-14

FDN FIRST TRUST10.3K sharesnew addition2026-03-312026-05-14

BABA ALIBABA GROUP19.2K shares-21.89%2026-03-312026-05-14

IBM INTL BUSINESS9.4K shares-82.94%2026-03-312026-05-14

EFA ISHARES MSCI23.1K sharesnew addition2026-03-312026-05-14

IWB ISHARES RUSSELL6.2K sharesnew addition2026-03-312026-05-14

Sponsored

TTEQ T ROWE71.8K sharesnew addition2026-03-312026-05-14

COF CAPITAL ONE11.8K shares-59.37%2026-03-312026-05-14

LOW LOWES COMPANIES9.0K shares-47.40%2026-03-312026-05-14

XLRE STATE STREET52.1K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO25.9K shares-68.43%2026-03-312026-05-14

VO VANGUARD MID7.1K sharesnew addition2026-03-312026-05-14

MUNI PIMCO INTERMEDIATE39.2K sharesnew addition2026-03-312026-05-14

KO COCA COLA COMPANY26.8K shares-68.78%2026-03-312026-05-14

Sponsored

DUPONT DE DUPONT DE44.4K shares-20.23%2026-03-312026-05-14

SPIB STATE STREET60.5K sharesnew addition2026-03-312026-05-14

GGN GAMCO GLOBAL378.8K sharesnew addition2026-03-312026-05-14

QQH HCM DEFENDER28.8K sharesnew addition2026-03-312026-05-14

MINT PIMCO EHNANCED20.0K sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY7.2K shares-77.76%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR5.9K shares-76.44%2026-03-312026-05-14

IEI ISHARES 3-7YR16.8K sharesnew addition2026-03-312026-05-14

Sponsored

VTIP VANGUARD SHORT39.8K sharesnew addition2026-03-312026-05-14

VEA VANGUARD FTSE30.9K sharesnew addition2026-03-312026-05-14

GS GOLDMAN SACHS2.2K shares-64.64%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE6.5K shares-83.39%2026-03-312026-05-14

BAR GRANITESHARES GOLD39.6K sharesnew addition2026-03-312026-05-14

OEF ISHARES S&P5.7K sharesnew addition2026-03-312026-05-14

ICSH ISHARES ULTRA35.6K sharesnew addition2026-03-312026-05-14

SLV ISHARES SILVER26.2K sharesnew addition2026-03-312026-05-14

Sponsored

USMV ISHARES MSCI19.2K sharesnew addition2026-03-312026-05-14

UBER UBER TECHNOLOGIES24.5K shares-62.13%2026-03-312026-05-14

CGGE CAPITAL GROUP57.7K sharesnew addition2026-03-312026-05-14

ORCL ORACLE CORP11.7K shares-73.96%2026-03-312026-05-14

QCOM QUALCOMM INC13.4K shares-61.85%2026-03-312026-05-14

NUE NUCOR CORP9.9K shares204.13%2026-03-312026-05-14

DSI ISHARES ESG13.5K sharesnew addition2026-03-312026-05-14

PFE PFIZER INC58.2K shares-64.63%2026-03-312026-05-14

Sponsored

NEM NEWMONT CORP15.1K shares-37.30%2026-03-312026-05-14

BA BOEING COMPANY8.1K shares-65.77%2026-03-312026-05-14

AIRR FIRST TRUST14.5K sharesnew addition2026-03-312026-05-14

SPGP INVESCO S&P14.9K sharesnew addition2026-03-312026-05-14

SMH VANECK SEMICONDUCTOR4.1K sharesnew addition2026-03-312026-05-14

AGG ISHARES CORE15.9K sharesnew addition2026-03-312026-05-14

T AT&T INC54.5K shares-83.90%2026-03-312026-05-14

BLUEROCK PRIVATE BLUEROCK PRIVATE95.0K sharesnew addition2026-03-312026-05-14

Sponsored

CWB STATE STREET17.1K sharesnew addition2026-03-312026-05-14

GEV GE VERNOVA1.8K shares-70.42%2026-03-312026-05-14

AXP AMERICAN EXPRESS5.2K shares-83.54%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS30.9K shares-78.40%2026-03-312026-05-14

CGIE CAPITAL GROUP45.4K sharesnew addition2026-03-312026-05-14

JMBS JANUS HENDERSON33.9K sharesnew addition2026-03-312026-05-14

GOVT ISHARES U S66.0K sharesnew addition2026-03-312026-05-14

RWL INVESCO S&P13.0K sharesnew addition2026-03-312026-05-14

Sponsored

QTUM DEFIANCE QUANTUM13.9K sharesnew addition2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY2 shares-66.67%2026-03-312026-05-14

DE DEERE & CO2.5K shares-70.70%2026-03-312026-05-14

MO ALTRIA GROUP21.1K shares-71.31%2026-03-312026-05-14

FCX FREEPORT MCMORAN23.6K shares-43.65%2026-03-312026-05-14

GSLC GOLDMAN SACHS10.9K sharesnew addition2026-03-312026-05-14

BKGI BNY MELLON30.2K sharesnew addition2026-03-312026-05-14

VXUS VANGUARD TOTAL17.4K sharesnew addition2026-03-312026-05-14

Sponsored

SCHO SCHWAB SHORT54.6K sharesnew addition2026-03-312026-05-14

TBIL F/M U S26.6K sharesnew addition2026-03-312026-05-14

TCAF T ROWE37.0K sharesnew addition2026-03-312026-05-14

VT VANGUARD TOTAL9.5K sharesnew addition2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS3.0K shares-66.13%2026-03-312026-05-14

PEP PEPSICO INC8.4K shares-79.42%2026-03-312026-05-14

MOAT VANECK MORNINGSTAR13.4K sharesnew addition2026-03-312026-05-14

NMZ NUVEEN MUNICIPAL125.2K sharesnew addition2026-03-312026-05-14

Sponsored

LHX L3HARRIS TECHNOLOGIES3.7K shares-54.58%2026-03-312026-05-14

LAM RESEARCH LAM RESEARCH6.0K shares-72.36%2026-03-312026-05-14

GDX VANECK GOLD13.9K sharesnew addition2026-03-312026-05-14

GILD GILEAD SCIENCES9.0K shares-61.22%2026-03-312026-05-14

GEHC GE HEALTHCARE17.4K shares-46.82%2026-03-312026-05-14

VEU VANGUARD FTSE16.5K sharesnew addition2026-03-312026-05-14

PCG PG&E CORP70.0K shares-19.79%2026-03-312026-05-14

DIA STATE STREET2.7K sharesnew addition2026-03-312026-05-14

Sponsored

VCIT VANGUARD INTERMEDIATE14.8K sharesnew addition2026-03-312026-05-14

CGMM CAPITAL GROUP41.7K sharesnew addition2026-03-312026-05-14

WEC ENERGY WEC ENERGY10.5K shares-66.75%2026-03-312026-05-14

VOOV VANGUARD S&P5.9K sharesnew addition2026-03-312026-05-14

SOXQ INVESCO PHLX20.2K sharesnew addition2026-03-312026-05-14

ASML ASML HOLDING910 shares-72.95%2026-03-312026-05-14

AEP AMERICAN ELECTRIC9.1K shares-57.24%2026-03-312026-05-14

VRT VERTIV HOLDINGS4.7K shares-79.21%2026-03-312026-05-14

Sponsored

COKE COCA-COLA CONSOLIDATED6.2K shares-75.81%2026-03-312026-05-14

SOLSTICE ADVANCED SOLSTICE ADVANCED15.5K shares-14.59%2026-03-312026-05-14

DHR DANAHER CORP6.2K shares-65.05%2026-03-312026-05-14

CERY STATE STREET33.3K sharesnew addition2026-03-312026-05-14

FXO FIRST TRUST20.8K sharesnew addition2026-03-312026-05-14

GLDM SPDR GOLD12.6K sharesnew addition2026-03-312026-05-14

TLT ISHARES 2013.4K sharesnew addition2026-03-312026-05-14

JD JD.COM INC39.2K shares21.31%2026-03-312026-05-14

Sponsored

UNP UNION PACIFIC CORP4.8K shares-74.66%2026-03-312026-05-14

IEMG ISHARES CORE16.6K sharesnew addition2026-03-312026-05-14

MBB ISHARES MBS12.1K sharesnew addition2026-03-312026-05-14

AVIV AVANTIS INTL15.4K sharesnew addition2026-03-312026-05-14

BP BP PLC23.9K shares-69.35%2026-03-312026-05-14

CALF PACER U S25.0K sharesnew addition2026-03-312026-05-14

BLACKROCK FDG BLACKROCK FDG1.2K shares-55.28%2026-03-312026-05-14

BARRICK MINING BARRICK MINING27.0K shares-20.57%2026-03-312026-05-14

Sponsored

PH PARKER-HANNIFIN CORP1.2K shares-77.38%2026-03-312026-05-14

NXTG FIRST TRUST9.7K sharesnew addition2026-03-312026-05-14

SPSB STATE STREET36.0K sharesnew addition2026-03-312026-05-14

EATON CORP EATON CORP3.0K shares-73.43%2026-03-312026-05-14

UTWO U S TREASURY22.4K sharesnew addition2026-03-312026-05-14

SKYY FIRST TRUST9.7K sharesnew addition2026-03-312026-05-14

SHOP SHOPIFY INC8.8K shares-66.13%2026-03-312026-05-14

IWD ISHARES RUSSELL4.8K sharesnew addition2026-03-312026-05-14

Sponsored

ISPY PROSHARES S&P23.7K sharesnew addition2026-03-312026-05-14

IGV ISHARES EXPANDED12.7K sharesnew addition2026-03-312026-05-14

GCOW PACER GLOBAL21.7K sharesnew addition2026-03-312026-05-14

MS MORGAN STANLEY6.1K shares-84.34%2026-03-312026-05-14

HYBL STATE STREET35.8K sharesnew addition2026-03-312026-05-14

KMI KINDER MORGAN29.6K shares-61.20%2026-03-312026-05-14

SPYX STATE STREET18.5K sharesnew addition2026-03-312026-05-14

FPX FIRST TRUST6.1K sharesnew addition2026-03-312026-05-14

Sponsored

THRO ISHARES U S26.7K sharesnew addition2026-03-312026-05-14

NSC NORFOLK SOUTHERN3.4K shares-56.68%2026-03-312026-05-14

IGE ISHARES NORTH15.2K sharesnew addition2026-03-312026-05-14

SCHW SCHWAB CHARLES10.1K shares-71.75%2026-03-312026-05-14

SDVY FIRST TRUST24.1K sharesnew addition2026-03-312026-05-14

EWJ ISHARES MSCI11.2K sharesnew addition2026-03-312026-05-14

WDC WESTERN DIGITAL3.5K shares-88.29%2026-03-312026-05-14

CGCP CAPITAL GROUP42.3K sharesnew addition2026-03-312026-05-14

Sponsored

DELL DELL TECHNOLOGIES5.7K shares-37.49%2026-03-312026-05-14

EPD ENTERPRISE PRODUCTS24.8K sharesnew addition2026-03-312026-05-14

BNY MELLON BNY MELLON33.8K sharesnew addition2026-03-312026-05-14

URI UNITED RENTALS1.2K shares-41.27%2026-03-312026-05-14

VLU STATE STREET4.2K sharesnew addition2026-03-312026-05-14

CGXU CAPITAL GROUP30.5K sharesnew addition2026-03-312026-05-14

SPMB STATE STREET40.0K sharesnew addition2026-03-312026-05-14

KNG FIRST TRUST18.3K sharesnew addition2026-03-312026-05-14

Sponsored

FDL FIRST TRUST17.4K sharesnew addition2026-03-312026-05-14

IYW ISHARES TECHNOLOGY4.8K sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC2.5K shares-79.21%2026-03-312026-05-14

PAVE GLOBAL X17.2K sharesnew addition2026-03-312026-05-14

EWC ISHARES MSCI15.9K sharesnew addition2026-03-312026-05-14

ITW ILLINOIS TOOL3.3K shares-83.60%2026-03-312026-05-14

CRH PLC CRH PLC8.2K shares-18.54%2026-03-312026-05-14

IVW ISHARES S&P7.6K sharesnew addition2026-03-312026-05-14

Sponsored

DLN WISDOMTREE U S9.5K sharesnew addition2026-03-312026-05-14

SHLD GLOBAL X12.0K sharesnew addition2026-03-312026-05-14

SBUX STARBUCKS CORP9.4K shares-80.47%2026-03-312026-05-14

XMMO INVESCO S&P5.8K sharesnew addition2026-03-312026-05-14

EWU ISHARES MSCI18.4K sharesnew addition2026-03-312026-05-14

EWI ISHARES INC15.7K sharesnew addition2026-03-312026-05-14

FAST FASTENAL CO17.9K shares-61.84%2026-03-312026-05-14

AMAT APPLIED MATERIALS2.4K shares-82.02%2026-03-312026-05-14

Sponsored

NVR NVR INC125 shares-4.58%2026-03-312026-05-14

PKW INVESCO BUYBACK6.2K sharesnew addition2026-03-312026-05-14

PFFA VIRTUS INFRACAP40.1K sharesnew addition2026-03-312026-05-14

IVE ISHARES S&P3.9K sharesnew addition2026-03-312026-05-14

LVHI FRANKLIN INTL20.1K sharesnew addition2026-03-312026-05-14

MPLX MPLX14.2K sharesnew addition2026-03-312026-05-14

CIBR FIRST TRUST12.7K sharesnew addition2026-03-312026-05-14

AOA ISHARES CORE9.0K sharesnew addition2026-03-312026-05-14

Sponsored

COWG PACER US23.3K sharesnew addition2026-03-312026-05-14

PWB INVESCO LARGE6.1K sharesnew addition2026-03-312026-05-14

IBIT ISHARES BITCOIN20.1K sharesnew addition2026-03-312026-05-14

IXN ISHARES GLOBAL7.7K sharesnew addition2026-03-312026-05-14

STT STATE STREET6.0K shares-23.55%2026-03-312026-05-14

SOXX ISHARES SEMICONDUCTOR2.3K sharesnew addition2026-03-312026-05-14

VYMI VANGUARD INTL7.9K sharesnew addition2026-03-312026-05-14

ET ENERGY TRANSFER38.3K sharesnew addition2026-03-312026-05-14

Sponsored

AXON AXON ENTERPRISE1.7K shares-53.30%2026-03-312026-05-14

VNLA JANUS HENDERSON15.1K sharesnew addition2026-03-312026-05-14

BND VANGUARD TOTAL9.9K sharesnew addition2026-03-312026-05-14

DON WISDOMTREE U S13.8K sharesnew addition2026-03-312026-05-14

COP CONOCOPHILLIPS5.4K shares-80.05%2026-03-312026-05-14

ITA ISHARES AEROSPACE3.3K sharesnew addition2026-03-312026-05-14

SCHR SCHWAB INTERMEDIATE28.4K sharesnew addition2026-03-312026-05-14

SHV ISHARES 0-16.4K sharesnew addition2026-03-312026-05-14

Sponsored

GLW CORNING INC5.2K shares-77.12%2026-03-312026-05-14

CSX CSX CORP17.2K shares-59.07%2026-03-312026-05-14

JEPQ JPMORGAN12.7K sharesnew addition2026-03-312026-05-14

IYY ISHARES DOW4.4K sharesnew addition2026-03-312026-05-14

SRLN STATE STREET17.4K sharesnew addition2026-03-312026-05-14

CGNG CAPITAL GROUP22.0K sharesnew addition2026-03-312026-05-14

IRM IRON MOUNTAIN6.8K shares-56.92%2026-03-312026-05-14

NEE NEXTERA ENERGY7.4K shares-86.78%2026-03-312026-05-14

Sponsored

BMY BRISTOL MYERS11.4K shares-76.02%2026-03-312026-05-14

IYH ISHARES U S11.2K sharesnew addition2026-03-312026-05-14

CGIC CAPITAL GROUP20.6K sharesnew addition2026-03-312026-05-14

OKE ONEOK INC7.5K shares-63.46%2026-03-312026-05-14

IYK ISHARES U S9.6K sharesnew addition2026-03-312026-05-14

ISCV ISHARES MORNINGSTAR9.6K sharesnew addition2026-03-312026-05-14

QLTY GMO US18.4K sharesnew addition2026-03-312026-05-14

VOE VANGUARD MID3.6K sharesnew addition2026-03-312026-05-14

Sponsored

ALL ALLSTATE CORP3.2K shares-90.28%2026-03-312026-05-14

FV FIRST TRUST10.8K sharesnew addition2026-03-312026-05-14

SPYD STATE STREET14.3K sharesnew addition2026-03-312026-05-14

SLB SLB LTD12.6K shares-37.87%2026-03-312026-05-14

VOOG VANGUARD S&P1.6K sharesnew addition2026-03-312026-05-14

FLQM FRANKLIN US11.6K sharesnew addition2026-03-312026-05-14

HLT HILTON WORLDWIDE2.1K shares-58.52%2026-03-312026-05-14

NKE NIKE INC12.0K shares-37.80%2026-03-312026-05-14

Sponsored

ESGD ISHARES ESG6.5K sharesnew addition2026-03-312026-05-14

DUKE ENERGY DUKE ENERGY4.8K shares-82.83%2026-03-312026-05-14

MUB ISHARES NATIONAL5.9K sharesnew addition2026-03-312026-05-14

PTNQ PACER TRENDPILOT8.5K sharesnew addition2026-03-312026-05-14

SCHG SCHWAB US21.1K sharesnew addition2026-03-312026-05-14

WELL WELLTOWER INC3.1K shares-70.51%2026-03-312026-05-14

CB CHUBB LTD1.9K shares-79.20%2026-03-312026-05-14

PGR PROGRESSIVE CORP3.1K shares-66.06%2026-03-312026-05-14

Sponsored

ETR ENTERGY CORP5.4K shares-73.75%2026-03-312026-05-14

EMR EMERSON ELECTRIC4.6K shares-68.55%2026-03-312026-05-14

LMBS FIRST TRUST12.2K sharesnew addition2026-03-312026-05-14

CMI CUMMINS INC1.1K shares-72.61%2026-03-312026-05-14

DLR DIGITAL REALTY3.3K shares-37.51%2026-03-312026-05-14

TXN TEXAS INSTRUMENTS3.1K shares-89.90%2026-03-312026-05-14

RS RELIANCE INC2.0K shares-7.42%2026-03-312026-05-14

REGN REGENERON PHARMACEUTICAL768 shares-54.31%2026-03-312026-05-14

Sponsored

APH AMPHENOL CORP4.7K shares-81.06%2026-03-312026-05-14

EES WISDOMTREE U S10.2K sharesnew addition2026-03-312026-05-14

JUST GOLDMAN SACHS6.4K sharesnew addition2026-03-312026-05-14

JHPI JOHN HANCOCK26.0K sharesnew addition2026-03-312026-05-14

TJX TJX COS3.6K shares-87.05%2026-03-312026-05-14

EXC EXELON CORP11.6K shares-85.95%2026-03-312026-05-14

IWN ISHARES RUSSELL3.0K sharesnew addition2026-03-312026-05-14

NLR VANECK URANIUM4.2K sharesnew addition2026-03-312026-05-14

Sponsored

ARM ARM HOLDINGS3.7K shares-36.76%2026-03-312026-05-14

DFUS DIMENSIONAL US7.8K sharesnew addition2026-03-312026-05-14

WMB WILLIAMS COS7.6K shares-76.36%2026-03-312026-05-14

DWLD DAVIS SELECT12.5K sharesnew addition2026-03-312026-05-14

CASY CASEYS GENL747 shares-56.49%2026-03-312026-05-14

INTC INTEL CORP12.3K shares-80.48%2026-03-312026-05-14

SATS ECHOSTAR CORP4.6K shares39.44%2026-03-312026-05-14

VBR VANGUARD SMALL2.4K sharesnew addition2026-03-312026-05-14

Sponsored

BSCR INVESCO BULLETSHARES26.8K sharesnew addition2026-03-312026-05-14

IXUS ISHARES CORE6.1K sharesnew addition2026-03-312026-05-14

IBKR INTERACTIVE BROKERS7.8K shares-25.68%2026-03-312026-05-14

AON PLC AON PLC1.6K shares-59.65%2026-03-312026-05-14

ANNALY CAPITAL ANNALY CAPITAL24.6K shares-35.34%2026-03-312026-05-14

SPGI S&P GLOBAL1.2K shares-73.90%2026-03-312026-05-14

CTRA COTERRA ENERGY14.7K shares-65.01%2026-03-312026-05-14

PPA INVESCO AEROSPACE3.1K sharesnew addition2026-03-312026-05-14

Sponsored

CELESTICA INC CELESTICA INC1.8K shares-1.88%2026-03-312026-05-14

CL COLGATE-PALMOLIVE6.0K shares-62.08%2026-03-312026-05-14

OBIL U S TREASURY10.2K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN843 shares-87.21%2026-03-312026-05-14

WPC W P CAREY7.5K shares-82.37%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC4.4K shares-64.96%2026-03-312026-05-14

TDV PROSHARES S&P6.0K sharesnew addition2026-03-312026-05-14

FGD FIRST TRUST15.8K sharesnew addition2026-03-312026-05-14

Sponsored

SNDA SONIDA SENIOR15.7K sharesnew addition2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC5.7K shares-82.45%2026-03-312026-05-14

SIVR ABERDEEN PHYSICAL6.9K sharesnew addition2026-03-312026-05-14

IGF ISHARES GLOBAL7.4K sharesnew addition2026-03-312026-05-14

APP APPLOVIN CORP1.2K shares-65.11%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY2.5K shares-41.25%2026-03-312026-05-14

IWR ISHARES RUSSELL4.9K sharesnew addition2026-03-312026-05-14

SCHM SCHWAB US15.4K sharesnew addition2026-03-312026-05-14

Sponsored

PDP INVESCO DORSEY3.9K sharesnew addition2026-03-312026-05-14

CGMS CAPITAL GROUP17.2K sharesnew addition2026-03-312026-05-14

GENERAL DYNAMICS GENERAL DYNAMICS1.4K shares-77.45%2026-03-312026-05-14

BSX BOSTON SCIENTIFIC7.4K shares-70.13%2026-03-312026-05-14

TGT TARGET CORP3.8K shares-71.63%2026-03-312026-05-14

XSD STATE STREET1.4K sharesnew addition2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC4.0K shares-84.03%2026-03-312026-05-14

MDLZ MONDELEZ INTERNATIONAL7.8K shares-79.18%2026-03-312026-05-14

Sponsored

SYY SYSCO CORP6.3K shares-49.31%2026-03-312026-05-14

AZO AUTOZONE INC132 shares-51.29%2026-03-312026-05-14

LINDE PLC LINDE PLC894 shares-86.26%2026-03-312026-05-14

SO SOUTHERN COMPANY4.6K shares-87.76%2026-03-312026-05-14

CMG CHIPOTLE MEXICAN13.6K shares-56.24%2026-03-312026-05-14

SPHD INVESCO S&P8.8K sharesnew addition2026-03-312026-05-14

IWY ISHARES RUSSELL1.7K sharesnew addition2026-03-312026-05-14

ONEQ FIDELITY NASDAQ5.1K sharesnew addition2026-03-312026-05-14

Sponsored

ATO ATMOS ENERGY CORP2.3K shares-40.33%2026-03-312026-05-14

TMUS T-MOBILE US2.0K shares-76.49%2026-03-312026-05-14

FEGE FIRST EAGLE9.1K sharesnew addition2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS955 shares-81.45%2026-03-312026-05-14

JCI JOHNSON CONTROLS3.3K shares-70.78%2026-03-312026-05-14

TEVA TEVA PHARMACEUTICAL14.1K shares-13.34%2026-03-312026-05-14

MSTR STRATEGY INC3.4K shares-34.72%2026-03-312026-05-14

PDBC INVESCO OPTIMUM24.4K sharesnew addition2026-03-312026-05-14

Sponsored

INVESCO S&P INVESCO S&P7.0K sharesnew addition2026-03-312026-05-14

KBE STATE STREET7.0K sharesnew addition2026-03-312026-05-14

HOOD ROBINHOOD MARKETS6.0K shares-85.83%2026-03-312026-05-14

SLYG STATE STREET4.3K sharesnew addition2026-03-312026-05-14

DTE DTE ENERGY2.8K shares-81.72%2026-03-312026-05-14

VV VANGUARD LARGE1.4K sharesnew addition2026-03-312026-05-14

IWV ISHARES RUSSELL1.1K sharesnew addition2026-03-312026-05-14

VONG VANGUARD RUSSELL3.7K sharesnew addition2026-03-312026-05-14

Sponsored

ADI ANALOG DEVICES1.3K shares-90.60%2026-03-312026-05-14

MCO MOODYS CORP926 shares-77.73%2026-03-312026-05-14

PWV INVESCO LARGE5.8K sharesnew addition2026-03-312026-05-14

SYK STRYKER CORP1.2K shares-78.08%2026-03-312026-05-14

ROBO ROBO GLOBAL5.9K sharesnew addition2026-03-312026-05-14

PWR QUANTA SERVICES730 shares-87.51%2026-03-312026-05-14

SNOW SNOWFLAKE INC2.7K shares-7.23%2026-03-312026-05-14

FDD FIRST TRUST22.4K sharesnew addition2026-03-312026-05-14

Sponsored

REMX VANECK RARE4.5K sharesnew addition2026-03-312026-05-14

IWO ISHARES RUSSELL1.3K sharesnew addition2026-03-312026-05-14

RFG INVESCO S&P7.2K sharesnew addition2026-03-312026-05-14

PUTNAM FRANKLIN PUTNAM FRANKLIN50.3K sharesnew addition2026-03-312026-05-14

BSV VANGUARD SHORT5.0K sharesnew addition2026-03-312026-05-14

SPVU INVESCO S&P6.6K sharesnew addition2026-03-312026-05-14

MEAR ISHARES SHORT7.7K sharesnew addition2026-03-312026-05-14

KYN KAYNE ANDERSON27.2K shares-2.19%2026-03-312026-05-14

Sponsored

SPDR SSGA SPDR SSGA15.7K sharesnew addition2026-03-312026-05-14

IJK ISHARES S&P3.8K sharesnew addition2026-03-312026-05-14

GOLY STRATEGY GOLD13.1K sharesnew addition2026-03-312026-05-14

CRWV COREWEAVE INC4.9K shares-15.75%2026-03-312026-05-14

JMEE JPMORGAN SMALL5.7K sharesnew addition2026-03-312026-05-14

LGLV STATE STREET2.1K sharesnew addition2026-03-312026-05-14

VBK VANGUARD SMALL1.2K sharesnew addition2026-03-312026-05-14

FLRN STATE STREET12.0K sharesnew addition2026-03-312026-05-14

Sponsored

CTVA CORTEVA INC4.4K shares-76.29%2026-03-312026-05-14

ETW EATON VANCE41.4K sharesnew addition2026-03-312026-05-14

FLRT PACER ARISTOTOLE7.8K sharesnew addition2026-03-312026-05-14

TMDX TRANSMEDICS GROUP3.6K shares23.38%2026-03-312026-05-14

EZM WISDOMTREE U S5.4K sharesnew addition2026-03-312026-05-14

SMDV PROSHARES RUSSELL5.3K sharesnew addition2026-03-312026-05-14

USHY ISHARES BROAD9.8K sharesnew addition2026-03-312026-05-14

CMCSA COMCAST CORP12.6K shares-87.81%2026-03-312026-05-14

Sponsored

USCI UNITED STATES3.7K sharesnew addition2026-03-312026-05-14

XJH ISHARES ESG7.8K sharesnew addition2026-03-312026-05-14

STIP ISHARES 0-53.4K sharesnew addition2026-03-312026-05-14

BBY BEST BUY5.4K shares-19.22%2026-03-312026-05-14

SPY

STATE STREET

New

Shares243.8K

Event2026-03-31

Filed2026-05-14

SPDW

STATE STREET

New

Shares1.6M

Event2026-03-31

Filed2026-05-14

SPYG

STATE STREET

New

Shares667.6K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ

New

Shares108.8K

Event2026-03-31

Filed2026-05-14

XLK

STATE STREET

New

Shares471.7K

Event2026-03-31

Filed2026-05-14

SPYM

STATE STREET

New

Shares653.0K

Event2026-03-31

Filed2026-05-14

DGRW

WISDOMTREE US

New

Shares568.2K

Event2026-03-31

Filed2026-05-14

JIRE

JPMORGAN

New

Shares555.6K

Event2026-03-31

Filed2026-05-14

ITOT

ISHARES CORE

New

Shares285.9K

Event2026-03-31

Filed2026-05-14

DFAI

DIMENSIONAL INTL

New

Shares1.0M

Event2026-03-31

Filed2026-05-14

AVEM

AVANTIS EMERGING

New

Shares491.8K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORP

-72.67%

Shares224.6K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-84.73%

Shares144.8K

Event2026-03-31

Filed2026-05-14

SPYV

STATE STREET

New

Shares589.0K

Event2026-03-31

Filed2026-05-14

SPTM

STATE STREET

New

Shares371.0K

Event2026-03-31

Filed2026-05-14

CGGR

CAPITAL GROUP

New

Shares725.8K

Event2026-03-31

Filed2026-05-14

SPSM

STATE STREET

New

Shares567.6K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM

-67.44%

Shares110.6K

Event2026-03-31

Filed2026-05-14

CGUS

CAPITAL GROUP

New

Shares598.7K

Event2026-03-31

Filed2026-05-14

JMTG

JPMORGAN MORTGAE

New

Shares448.8K

Event2026-03-31

Filed2026-05-14

SPTI

STATE STREET

New

Shares793.2K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD TOTAL

New

Shares68.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-72.44%

Shares58.0K

Event2026-03-31

Filed2026-05-14

JHMM

JOHN HANCOCK

New

Shares305.4K

Event2026-03-31

Filed2026-05-14

CGDV

CAPITAL GROUP

New

Shares443.9K

Event2026-03-31

Filed2026-05-14

BINC

ISHARES FLEXIBLE

New

Shares362.4K

Event2026-03-31

Filed2026-05-14

FTGC

FIRST TRUST

New

Shares606.0K

Event2026-03-31

Filed2026-05-14

XLC

STATE STREET

New

Shares156.2K

Event2026-03-31

Filed2026-05-14

XSOE

WISDOMTREE EMERGING

New

Shares431.2K

Event2026-03-31

Filed2026-05-14

BILS

STATE STREET

New

Shares173.3K

Event2026-03-31

Filed2026-05-14

AVUV

AVANTIS U S

New

Shares154.9K

Event2026-03-31

Filed2026-05-14

XLV

STATE STREET

New

Shares115.1K

Event2026-03-31

Filed2026-05-14

XLF

STATE STREET

New

Shares334.5K

Event2026-03-31

Filed2026-05-14

BIL

STATE STREET

New

Shares177.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-64.64%

Shares55.1K

Event2026-03-31

Filed2026-05-14

XLY

STATE STREET

New

Shares144.0K

Event2026-03-31

Filed2026-05-14

IUS

INVESCO RAFI

New

Shares268.9K

Event2026-03-31

Filed2026-05-14

JPUS

JPMORGAN DIVERSIFIED

New

Shares118.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-65.99%

Shares52.1K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES CORE

New

Shares22.0K

Event2026-03-31

Filed2026-05-14

TMSL

T ROWE

New

Shares377.5K

Event2026-03-31

Filed2026-05-14

XLI

STATE STREET

New

Shares85.0K

Event2026-03-31

Filed2026-05-14

MDY

SPDR S&P

New

Shares22.1K

Event2026-03-31

Filed2026-05-14

CGCV

CAPITAL GROUP

New

Shares457.2K

Event2026-03-31

Filed2026-05-14

FESM

FIDELITY COVINGTON

New

Shares326.8K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD

923.98%

Shares28.4K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE FLOATING

New

Shares239.3K

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TRUST

New

Shares343.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY

-64.00%

Shares24.1K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-73.63%

Shares52.4K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE

-80.77%

Shares36.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-67.43%

Shares33.9K

Event2026-03-31

Filed2026-05-14

CGGO

CAPITAL GROUP

New

Shares294.8K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-61.26%

Shares13.8K

Event2026-03-31

Filed2026-05-14