Sponsored

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

Currently, Hobbs Group Advisors, LLC holds 160 types of securities in its portfolio with a total value $334.4M. In the most recent quarter, they have increased their positions in MYCF (+53.0K shares, valued at $1.3M), GQQQ (+38.1K shares, valued at $1.1M), NFLX (+8.7K shares, valued at $836.4K); decreased their positions in META (-1.8K shares, valued at $1.0M), GLDM (-9.1K shares, valued at $844.4K), SPTI (-20.1K shares, valued at $576.6K); initiated new positions in NFLX (+8.7K shares, valued at $836.4K), WMB (+6.6K shares, valued at $478.3K), BKR (+7.3K shares, valued at $445.5K).

1M P&L

+8.8M+2.71%

3M P&L

+4.6M+1.41%

HY P&L

+24.3M+7.89%

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/A274.3M

88.0%

2Consumer Electronics3.6M

1.2%

3Semiconductors3.1M

1.0%

Top Industries by Stock Count

1N/A100 stocks

68.0%

2Oil & Gas Midstream4 stocks

2.7%

3Drug Manufacturers - General3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GQQQ EA SERIES TRUST1.1M shares3.76%2026-03-312026-05-20

SPDW SPDR INDEX SHS FDS574.5K shares3.13%2026-03-312026-05-20

ROE EA SERIES TRUST668.0K shares0.93%2026-03-312026-05-20

AGGA EA SERIES TRUST759.7K shares2.94%2026-03-312026-05-20

PPI INVESTMENT MANAGERS SER TR I817.8K shares1.91%2026-03-312026-05-20

SPYM SPDR SERIES TRUST190.0K shares0.77%2026-03-312026-05-20

IEMG ISHARES INC208.5K shares4.50%2026-03-312026-05-20

SPTI SPDR SERIES TRUST441.3K shares-4.36%2026-03-312026-05-20

Sponsored

DMBS DOUBLELINE ETF TRUST213.9K shares4.48%2026-03-312026-05-20

ALLW SSGA ACTIVE TR221.2K shares2.20%2026-03-312026-05-20

DGRW WISDOMTREE TR59.8K shares-1.61%2026-03-312026-05-20

PYLD PIMCO ETF TR194.7K shares6.30%2026-03-312026-05-20

BAB INVESCO EXCH TRADED FD TR II185.2K shares1.01%2026-03-312026-05-20

SPTS SPDR SERIES TRUST157.4K shares0.63%2026-03-312026-05-20

GLDM WORLD GOLD TR46.5K shares-16.37%2026-03-312026-05-20

SPIB SPDR SERIES TRUST123.5K shares-6.16%2026-03-312026-05-20

Sponsored

RTRE COLLABORATIVE INVESTMNT SER158.5K shares1.92%2026-03-312026-05-20

AAPL APPLE INC13.4K shares1.32%2026-03-312026-05-20

XHLF BONDBLOXX ETF TRUST67.5K shares0.02%2026-03-312026-05-20

USMV ISHARES TR36.6K shares-3.48%2026-03-312026-05-20

KBWB INVESCO EXCH TRADED FD TR II42.5K shares12.23%2026-03-312026-05-20

ALPHABET INC ALPHABET INC11.7K shares4.15%2026-03-312026-05-20

IEFA ISHARES TR35.8K shares3.52%2026-03-312026-05-20

IHDG WISDOMTREE TR57.4K shares-3.57%2026-03-312026-05-20

Sponsored

WISDOMTREE TR WISDOMTREE TR96.2K shares0.37%2026-03-312026-05-20

LRGF ISHARES TR36.1K shares0.00%2026-03-312026-05-20

VTI VANGUARD INDEX FDS6.9K shares-0.27%2026-03-312026-05-20

WISDOMTREE TR WISDOMTREE TR84.4K shares-0.51%2026-03-312026-05-20

VCIT VANGUARD SCOTTSDALE FDS23.9K shares0.00%2026-03-312026-05-20

AMZN AMAZON COM INC9.4K shares5.71%2026-03-312026-05-20

TSM TAIWAN SEMICONDUCTOR MANUFAC5.7K shares13.62%2026-03-312026-05-20

ITOT ISHARES TR13.5K shares0.78%2026-03-312026-05-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K shares-0.14%2026-03-312026-05-20

MYCF SSGA ACTIVE TR75.9K shares230.51%2026-03-312026-05-20

GLW CORNING INC13.7K shares-18.80%2026-03-312026-05-20

CITIGROUP INC CITIGROUP INC16.1K shares3.41%2026-03-312026-05-20

GS GOLDMAN SACHS GROUP INC2.1K shares-0.77%2026-03-312026-05-20

NVDA NVIDIA CORPORATION10.0K shares15.73%2026-03-312026-05-20

DGRE WISDOMTREE TR51.4K shares-0.62%2026-03-312026-05-20

SPTL SPDR SERIES TRUST60.3K shares-1.59%2026-03-312026-05-20

Sponsored

IQDG WISDOMTREE TR39.2K shares-0.47%2026-03-312026-05-20

MSFT MICROSOFT CORP4.2K shares-3.65%2026-03-312026-05-20

ALPHABET INC ALPHABET INC5.3K shares0.00%2026-03-312026-05-20

INVESCO QQQ TR INVESCO QQQ TR2.5K shares-16.78%2026-03-312026-05-20

COKE COCA COLA CONS INC7.5K shares104.12%2026-03-312026-05-20

CMI CUMMINS INC2.5K shares-5.44%2026-03-312026-05-20

VRT VERTIV HOLDINGS CO5.3K shares-6.44%2026-03-312026-05-20

WMT WALMART INC10.6K shares-0.69%2026-03-312026-05-20

Sponsored

BAC BANK AMERICA CORP26.0K shares-5.84%2026-03-312026-05-20

KMI KINDER MORGAN INC DEL35.9K shares-25.99%2026-03-312026-05-20

QUAL ISHARES TR6.3K shares-1.70%2026-03-312026-05-20

BBIB J P MORGAN EXCHANGE TRADED F11.9K shares-0.59%2026-03-312026-05-20

MYCG SSGA ACTIVE TR45.9K shares99.98%2026-03-312026-05-20

SGOV ISHARES TR10.6K shares8.42%2026-03-312026-05-20

VO VANGUARD INDEX FDS3.6K shares-3.80%2026-03-312026-05-20

ISHARES GOLD TR ISHARES GOLD TR11.6K shares-17.67%2026-03-312026-05-20

Sponsored

HEFA ISHARES TR24.0K shares0.00%2026-03-312026-05-20

GLTR ABRDN PRECIOUS METALS BASKET4.6K shares-16.09%2026-03-312026-05-20

VUG VANGUARD INDEX FDS2.3K shares34.57%2026-03-312026-05-20

SPMD SPDR SERIES TRUST16.7K shares-0.05%2026-03-312026-05-20

VGSH VANGUARD SCOTTSDALE FDS16.9K shares-29.03%2026-03-312026-05-20

LNG CHENIERE ENERGY INC3.4K shares36.54%2026-03-312026-05-20

BSCQ INVESCO EXCH TRD SLF IDX FD49.5K shares38.95%2026-03-312026-05-20

SPY STATE STR SPDR S&P 500 ETF T1.5K shares-1.14%2026-03-312026-05-20

Sponsored

SHY ISHARES TR11.3K shares-10.81%2026-03-312026-05-20

XOM EXXON MOBIL CORP5.4K shares4.58%2026-03-312026-05-20

AOA ISHARES TR10.1K shares-38.39%2026-03-312026-05-20

FQAL FIDELITY COVINGTON TRUST11.6K shares0.04%2026-03-312026-05-20

AXP AMERICAN EXPRESS CO2.8K shares0.00%2026-03-312026-05-20

NFLX NETFLIX INC.8.7K sharesnew addition2026-03-312026-05-20

QQQM INVESCO EXCH TRADED FD TR II3.4K shares10.86%2026-03-312026-05-20

IGIB ISHARES TR15.3K shares0.02%2026-03-312026-05-20

Sponsored

JNJ JOHNSON & JOHNSON3.3K shares-0.06%2026-03-312026-05-20

DGRO ISHARES TR11.3K shares6.31%2026-03-312026-05-20

EPD ENTERPRISE PRODS PARTNERS L20.9K shares1.45%2026-03-312026-05-20

PPA INVESCO EXCHANGE TRADED FD T4.7K shares16.68%2026-03-312026-05-20

BSCU INVESCO EXCH TRD SLF IDX FD44.4K shares0.64%2026-03-312026-05-20

BSCS INVESCO EXCH TRD SLF IDX FD35.6K shares0.95%2026-03-312026-05-20

BSCV INVESCO EXCH TRD SLF IDX FD43.2K shares0.65%2026-03-312026-05-20

BSMQ INVESCO EXCH TRD SLF IDX FD29.9K shares27.31%2026-03-312026-05-20

Sponsored

BSMR INVESCO EXCH TRD SLF IDX FD29.4K shares14.28%2026-03-312026-05-20

VTV VANGUARD INDEX FDS3.4K shares65.43%2026-03-312026-05-20

TLT ISHARES TR7.7K shares-1.44%2026-03-312026-05-20

BSCT INVESCO EXCH TRD SLF IDX FD35.7K shares0.91%2026-03-312026-05-20

VEA VANGUARD TAX-MANAGED FDS10.2K shares148.16%2026-03-312026-05-20

DIA STATE STR SPDR DOW JONES IND1.4K shares0.37%2026-03-312026-05-20

CEG CONSTELLATION ENERGY CORP2.2K shares-2.73%2026-03-312026-05-20

MS MORGAN STANLEY3.7K shares19.50%2026-03-312026-05-20

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD26.2K shares16.41%2026-03-312026-05-20

NUE NUCOR CORP3.6K shares-33.89%2026-03-312026-05-20

SPMB SPDR SERIES TRUST27.1K shares0.10%2026-03-312026-05-20

SBUX STARBUCKS CORP6.4K shares117.31%2026-03-312026-05-20

LDOS LEIDOS HOLDINGS INC3.7K shares-8.08%2026-03-312026-05-20

CME CME GROUP INC1.9K shares10.76%2026-03-312026-05-20

IUSV ISHARES TR5.5K shares-0.42%2026-03-312026-05-20

BSMT INVESCO EXCH TRD SLF IDX FD23.7K shares18.41%2026-03-312026-05-20

Sponsored

XLE SELECT SECTOR SPDR TR8.7K shares1.65%2026-03-312026-05-20

VTEB VANGUARD MUN BD FDS10.3K shares-2.56%2026-03-312026-05-20

MUNI PIMCO ETF TR9.7K shares-2.18%2026-03-312026-05-20

WMB WILLIAMS COS INC6.6K sharesnew addition2026-03-312026-05-20

TSLA TESLA INC1.3K shares5.60%2026-03-312026-05-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL977 shares115.20%2026-03-312026-05-20

IJH ISHARES TR6.9K shares-1.47%2026-03-312026-05-20

SPGP INVESCO EXCHANGE TRADED FD T4.3K shares-0.70%2026-03-312026-05-20

Sponsored

BKR BAKER HUGHES COMPANY7.3K sharesnew addition2026-03-312026-05-20

BSCW INVESCO EXCH TRD SLF IDX FD21.6K shares1.07%2026-03-312026-05-20

EFAX SPDR INDEX SHS FDS8.8K shares0.00%2026-03-312026-05-20

VONV VANGUARD SCOTTSDALE FDS4.7K shares-0.47%2026-03-312026-05-20

JPM JPMORGAN CHASE & CO1.5K shares-7.06%2026-03-312026-05-20

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.3K shares0.09%2026-03-312026-05-20

VXUS VANGUARD STAR FDS5.6K shares0.02%2026-03-312026-05-20

BSCX INVESCO EXCH TRD SLF IDX FD20.0K shares1.14%2026-03-312026-05-20

Sponsored

ISRG INTUITIVE SURGICAL INC905 shares0.00%2026-03-312026-05-20

BSCY INVESCO EXCH TRD SLF IDX FD19.9K shares1.13%2026-03-312026-05-20

BSCZ INVESCO EXCH TRD SLF IDX FD19.5K shares1.03%2026-03-312026-05-20

LLY ELI LILLY & CO428 shares1.90%2026-03-312026-05-20

XLU SELECT SECTOR SPDR TR8.5K shares-2.13%2026-03-312026-05-20

VANGUARD INDEX FDS VANGUARD INDEX FDS651 shares-2.98%2026-03-312026-05-20

NEE NEXTERA ENERGY INC4.2K shares0.00%2026-03-312026-05-20

IVV ISHARES TR569 shares7.77%2026-03-312026-05-20

Sponsored

AGG ISHARES TR3.7K shares-11.24%2026-03-312026-05-20

BSCR INVESCO EXCH TRD SLF IDX FD18.8K shares0.69%2026-03-312026-05-20

FLOT ISHARES TR7.2K shares0.20%2026-03-312026-05-20

BSMU INVESCO EXCH TRD SLF IDX FD16.6K shares30.42%2026-03-312026-05-20

IBD NORTHERN LTS FD TR IV15.1K shares0.35%2026-03-312026-05-20

BROADCOM INC BROADCOM INC1.2K shares17.41%2026-03-312026-05-20

CVS CVS HEALTH CORP5.0K shares-8.35%2026-03-312026-05-20

META META PLATFORMS INC625 shares-74.51%2026-03-312026-05-20

Sponsored

ABBV ABBVIE INC1.6K shares-52.28%2026-03-312026-05-20

AMAT APPLIED MATLS INC967 shares-0.21%2026-03-312026-05-20

JAAA JANUS DETROIT STR TR6.4K shares-27.87%2026-03-312026-05-20

ET ENERGY TRANSFER L P16.5K shares7.54%2026-03-312026-05-20

IJR ISHARES TR2.6K shares-1.23%2026-03-312026-05-20

T AT&T INC10.9K shares30.39%2026-03-312026-05-20

HD HOME DEPOT INC958 shares-1.74%2026-03-312026-05-20

FPEI FIRST TR EXCH TRADED FD III16.5K shares1.84%2026-03-312026-05-20

Sponsored

QGRO AMERICAN CENTY ETF TR2.8K shares0.00%2026-03-312026-05-20

VZ VERIZON COMMUNICATIONS INC5.9K shares0.34%2026-03-312026-05-20

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D150 shares-1.96%2026-03-312026-05-20

PFIG INVESCO EXCH TRADED FD TR II11.7K shares0.00%2026-03-312026-05-20

MERCK & CO INC MERCK & CO INC2.3K shares-2.76%2026-03-312026-05-20

VEU VANGUARD INTL EQUITY INDEX F3.5K shares0.00%2026-03-312026-05-20

IWR ISHARES TR2.7K shares-3.76%2026-03-312026-05-20

VWO VANGUARD INTL EQUITY INDEX F4.8K sharesnew addition2026-03-312026-05-20

Sponsored

VB VANGUARD INDEX FDS972 sharesnew addition2026-03-312026-05-20

CGBL CAPITAL GROUP CORE BALANCED7.2K shares-0.10%2026-03-312026-05-20

AMP AMERIPRISE FINL INC551 shares0.00%2026-03-312026-05-20

VST VISTRA CORP1.6K sharesnew addition2026-03-312026-05-20

ALPS ETF TR ALPS ETF TR4.2K shares0.27%2026-03-312026-05-20

SPEM SPDR INDEX SHS FDS4.9K shares0.37%2026-03-312026-05-20

ASML ASML HLDG NV167 sharesnew addition2026-03-312026-05-20

RTX RTX CORPORATION1.1K shares0.00%2026-03-312026-05-20

Sponsored

IXUS ISHARES TR2.4K shares0.00%2026-03-312026-05-20

REGN REGENERON PHARMACEUTICALS268 shares-14.92%2026-03-312026-05-20

CRWD CROWDSTRIKE HLDGS INC528 sharesnew addition2026-03-312026-05-20

CVX CHEVRON CORPORATION972 sharesnew addition2026-03-312026-05-20

SCHD SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-05-20

MCD MCDONALDS CORP647 sharesnew addition2026-03-312026-05-20

BTE BAYTEX ENERGY CORP10.0K shares0.00%2026-03-312026-05-20

ATYR ATYR PHARMA INC19.4K sharesnew addition2026-03-312026-05-20

Sponsored

GQQQ

EA SERIES TRUST

3.76%

Shares1.1M

Event2026-03-31

Filed2026-05-20

SPDW

SPDR INDEX SHS FDS

3.13%

Shares574.5K

Event2026-03-31

Filed2026-05-20

ROE

EA SERIES TRUST

0.93%

Shares668.0K

Event2026-03-31

Filed2026-05-20

AGGA

EA SERIES TRUST

2.94%

Shares759.7K

Event2026-03-31

Filed2026-05-20

PPI

INVESTMENT MANAGERS SER TR I

1.91%

Shares817.8K

Event2026-03-31

Filed2026-05-20

SPYM

SPDR SERIES TRUST

0.77%

Shares190.0K

Event2026-03-31

Filed2026-05-20

IEMG

ISHARES INC

4.50%

Shares208.5K

Event2026-03-31

Filed2026-05-20

SPTI

SPDR SERIES TRUST

-4.36%

Shares441.3K

Event2026-03-31

Filed2026-05-20

DMBS

DOUBLELINE ETF TRUST

4.48%

Shares213.9K

Event2026-03-31

Filed2026-05-20

ALLW

SSGA ACTIVE TR

2.20%

Shares221.2K

Event2026-03-31

Filed2026-05-20

DGRW

WISDOMTREE TR

-1.61%

Shares59.8K

Event2026-03-31

Filed2026-05-20

PYLD

PIMCO ETF TR

6.30%

Shares194.7K

Event2026-03-31

Filed2026-05-20

BAB

INVESCO EXCH TRADED FD TR II

1.01%

Shares185.2K

Event2026-03-31

Filed2026-05-20

SPTS

SPDR SERIES TRUST

0.63%

Shares157.4K

Event2026-03-31

Filed2026-05-20

GLDM

WORLD GOLD TR

-16.37%

Shares46.5K

Event2026-03-31

Filed2026-05-20

SPIB

SPDR SERIES TRUST

-6.16%

Shares123.5K

Event2026-03-31

Filed2026-05-20

RTRE

COLLABORATIVE INVESTMNT SER

1.92%

Shares158.5K

Event2026-03-31

Filed2026-05-20

AAPL

APPLE INC

1.32%

Shares13.4K

Event2026-03-31

Filed2026-05-20

XHLF

BONDBLOXX ETF TRUST

0.02%

Shares67.5K

Event2026-03-31

Filed2026-05-20

USMV

ISHARES TR

-3.48%

Shares36.6K

Event2026-03-31

Filed2026-05-20

KBWB

INVESCO EXCH TRADED FD TR II

12.23%

Shares42.5K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

4.15%

Shares11.7K

Event2026-03-31

Filed2026-05-20

IEFA

ISHARES TR

3.52%

Shares35.8K

Event2026-03-31

Filed2026-05-20

IHDG

WISDOMTREE TR

-3.57%

Shares57.4K

Event2026-03-31

Filed2026-05-20

WISDOMTREE TR

0.37%

Shares96.2K

Event2026-03-31

Filed2026-05-20

LRGF

ISHARES TR

0.00%

Shares36.1K

Event2026-03-31

Filed2026-05-20

VTI

VANGUARD INDEX FDS

-0.27%

Shares6.9K

Event2026-03-31

Filed2026-05-20

WISDOMTREE TR

-0.51%

Shares84.4K

Event2026-03-31

Filed2026-05-20

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares23.9K

Event2026-03-31

Filed2026-05-20

AMZN

AMAZON COM INC

5.71%

Shares9.4K

Event2026-03-31

Filed2026-05-20

TSM

TAIWAN SEMICONDUCTOR MANUFAC

13.62%

Shares5.7K

Event2026-03-31

Filed2026-05-20

ITOT

ISHARES TR

0.78%

Shares13.5K

Event2026-03-31

Filed2026-05-20

INVESCO EXCHANGE TRADED FD T

-0.14%

Shares10.0K

Event2026-03-31

Filed2026-05-20

MYCF

SSGA ACTIVE TR

230.51%

Shares75.9K

Event2026-03-31

Filed2026-05-20

GLW

CORNING INC

-18.80%

Shares13.7K

Event2026-03-31

Filed2026-05-20

CITIGROUP INC

3.41%

Shares16.1K

Event2026-03-31

Filed2026-05-20

GOLDMAN SACHS GROUP INC

-0.77%

Shares2.1K

Event2026-03-31

Filed2026-05-20

NVDA

NVIDIA CORPORATION

15.73%

Shares10.0K

Event2026-03-31

Filed2026-05-20

DGRE

WISDOMTREE TR

-0.62%

Shares51.4K

Event2026-03-31

Filed2026-05-20

SPTL

SPDR SERIES TRUST

-1.59%

Shares60.3K

Event2026-03-31

Filed2026-05-20

IQDG

WISDOMTREE TR

-0.47%

Shares39.2K

Event2026-03-31

Filed2026-05-20

MSFT

MICROSOFT CORP

-3.65%

Shares4.2K

Event2026-03-31

Filed2026-05-20

ALPHABET INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-20

INVESCO QQQ TR

-16.78%

Shares2.5K

Event2026-03-31

Filed2026-05-20

COKE

COCA COLA CONS INC

104.12%

Shares7.5K

Event2026-03-31

Filed2026-05-20

CMI

CUMMINS INC

-5.44%

Shares2.5K

Event2026-03-31

Filed2026-05-20

VRT

VERTIV HOLDINGS CO

-6.44%

Shares5.3K

Event2026-03-31

Filed2026-05-20

WMT

WALMART INC

-0.69%

Shares10.6K

Event2026-03-31

Filed2026-05-20

BAC

BANK AMERICA CORP

-5.84%

Shares26.0K

Event2026-03-31

Filed2026-05-20

KMI

KINDER MORGAN INC DEL

-25.99%

Shares35.9K

Event2026-03-31

Filed2026-05-20

QUAL

ISHARES TR

-1.70%

Shares6.3K

Event2026-03-31

Filed2026-05-20

BBIB

J P MORGAN EXCHANGE TRADED F

-0.59%

Shares11.9K

Event2026-03-31

Filed2026-05-20

MYCG

SSGA ACTIVE TR

99.98%

Shares45.9K

Event2026-03-31

Filed2026-05-20

SGOV

ISHARES TR

8.42%

Shares10.6K

Event2026-03-31

Filed2026-05-20

VANGUARD INDEX FDS

-3.80%

Shares3.6K

Event2026-03-31

Filed2026-05-20

ISHARES GOLD TR

-17.67%

Shares11.6K

Event2026-03-31

Filed2026-05-20

HEFA

ISHARES TR

0.00%

Shares24.0K

Event2026-03-31

Filed2026-05-20

GLTR

ABRDN PRECIOUS METALS BASKET

-16.09%

Shares4.6K

Event2026-03-31

Filed2026-05-20

VUG

VANGUARD INDEX FDS

34.57%

Shares2.3K

Event2026-03-31

Filed2026-05-20

SPMD

SPDR SERIES TRUST

-0.05%

Shares16.7K

Event2026-03-31

Filed2026-05-20

VGSH

VANGUARD SCOTTSDALE FDS

-29.03%

Shares16.9K

Event2026-03-31

Filed2026-05-20

LNG

CHENIERE ENERGY INC

36.54%

Shares3.4K

Event2026-03-31

Filed2026-05-20

BSCQ

INVESCO EXCH TRD SLF IDX FD

38.95%

Shares49.5K

Event2026-03-31

Filed2026-05-20

SPY

STATE STR SPDR S&P 500 ETF T

-1.14%

Shares1.5K

Event2026-03-31

Filed2026-05-20

SHY

ISHARES TR

-10.81%

Shares11.3K

Event2026-03-31

Filed2026-05-20

XOM

EXXON MOBIL CORP

4.58%

Shares5.4K

Event2026-03-31

Filed2026-05-20

AOA

ISHARES TR

-38.39%

Shares10.1K

Event2026-03-31

Filed2026-05-20

FQAL

FIDELITY COVINGTON TRUST

0.04%

Shares11.6K

Event2026-03-31

Filed2026-05-20

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-20

NFLX

NETFLIX INC.

New

Shares8.7K

Event2026-03-31

Filed2026-05-20

QQQM

INVESCO EXCH TRADED FD TR II

10.86%

Shares3.4K

Event2026-03-31

Filed2026-05-20

IGIB

ISHARES TR

0.02%

Shares15.3K

Event2026-03-31

Filed2026-05-20

JNJ

JOHNSON & JOHNSON

-0.06%

Shares3.3K

Event2026-03-31

Filed2026-05-20

DGRO

ISHARES TR

6.31%

Shares11.3K

Event2026-03-31

Filed2026-05-20

EPD

ENTERPRISE PRODS PARTNERS L

1.45%

Shares20.9K

Event2026-03-31

Filed2026-05-20

PPA

INVESCO EXCHANGE TRADED FD T

16.68%

Shares4.7K

Event2026-03-31

Filed2026-05-20

BSCU

INVESCO EXCH TRD SLF IDX FD

0.64%

Shares44.4K

Event2026-03-31

Filed2026-05-20

BSCS

INVESCO EXCH TRD SLF IDX FD

0.95%

Shares35.6K

Event2026-03-31

Filed2026-05-20

BSCV

INVESCO EXCH TRD SLF IDX FD

0.65%

Shares43.2K

Event2026-03-31

Filed2026-05-20

BSMQ

INVESCO EXCH TRD SLF IDX FD

27.31%

Shares29.9K

Event2026-03-31

Filed2026-05-20

BSMR

INVESCO EXCH TRD SLF IDX FD

14.28%

Shares29.4K

Event2026-03-31

Filed2026-05-20

VTV

VANGUARD INDEX FDS

65.43%

Shares3.4K

Event2026-03-31

Filed2026-05-20

TLT

ISHARES TR

-1.44%

Shares7.7K

Event2026-03-31

Filed2026-05-20

BSCT

INVESCO EXCH TRD SLF IDX FD

0.91%

Shares35.7K

Event2026-03-31

Filed2026-05-20

VEA

VANGUARD TAX-MANAGED FDS

148.16%

Shares10.2K

Event2026-03-31

Filed2026-05-20

DIA

STATE STR SPDR DOW JONES IND

0.37%

Shares1.4K

Event2026-03-31

Filed2026-05-20

CEG

CONSTELLATION ENERGY CORP

-2.73%

Shares2.2K

Event2026-03-31

Filed2026-05-20

MORGAN STANLEY

19.50%

Shares3.7K

Event2026-03-31

Filed2026-05-20

BSMS

INVESCO EXCH TRD SLF IDX FD

16.41%

Shares26.2K

Event2026-03-31

Filed2026-05-20

NUE

NUCOR CORP

-33.89%

Shares3.6K

Event2026-03-31

Filed2026-05-20

SPMB

SPDR SERIES TRUST

0.10%

Shares27.1K

Event2026-03-31

Filed2026-05-20

SBUX

STARBUCKS CORP

117.31%

Shares6.4K

Event2026-03-31

Filed2026-05-20

LDOS

LEIDOS HOLDINGS INC

-8.08%

Shares3.7K

Event2026-03-31

Filed2026-05-20

CME

CME GROUP INC

10.76%

Shares1.9K

Event2026-03-31

Filed2026-05-20

IUSV

ISHARES TR

-0.42%

Shares5.5K

Event2026-03-31

Filed2026-05-20

BSMT

INVESCO EXCH TRD SLF IDX FD

18.41%

Shares23.7K

Event2026-03-31

Filed2026-05-20

XLE

SELECT SECTOR SPDR TR

1.65%

Shares8.7K

Event2026-03-31

Filed2026-05-20

VTEB

VANGUARD MUN BD FDS

-2.56%

Shares10.3K

Event2026-03-31

Filed2026-05-20

MUNI

PIMCO ETF TR

-2.18%

Shares9.7K

Event2026-03-31

Filed2026-05-20

WMB

WILLIAMS COS INC

New

Shares6.6K

Event2026-03-31

Filed2026-05-20

TSLA

TESLA INC

5.60%

Shares1.3K

Event2026-03-31

Filed2026-05-20

BERKSHIRE HATHAWAY INC DEL

115.20%

Shares977

Event2026-03-31

Filed2026-05-20

IJH

ISHARES TR

-1.47%

Shares6.9K

Event2026-03-31

Filed2026-05-20

SPGP

INVESCO EXCHANGE TRADED FD T

-0.70%

Shares4.3K

Event2026-03-31

Filed2026-05-20

BKR

BAKER HUGHES COMPANY

New

Shares7.3K

Event2026-03-31

Filed2026-05-20

BSCW

INVESCO EXCH TRD SLF IDX FD

1.07%

Shares21.6K

Event2026-03-31

Filed2026-05-20

EFAX

SPDR INDEX SHS FDS

0.00%

Shares8.8K

Event2026-03-31

Filed2026-05-20

VONV

VANGUARD SCOTTSDALE FDS

-0.47%

Shares4.7K

Event2026-03-31

Filed2026-05-20

JPM

JPMORGAN CHASE & CO

-7.06%

Shares1.5K

Event2026-03-31

Filed2026-05-20

DUKE ENERGY CORP NEW

0.09%

Shares3.3K

Event2026-03-31

Filed2026-05-20

VXUS

VANGUARD STAR FDS

0.02%

Shares5.6K

Event2026-03-31

Filed2026-05-20

BSCX

INVESCO EXCH TRD SLF IDX FD

1.14%

Shares20.0K

Event2026-03-31

Filed2026-05-20

ISRG

INTUITIVE SURGICAL INC

0.00%

Shares905

Event2026-03-31

Filed2026-05-20

BSCY

INVESCO EXCH TRD SLF IDX FD

1.13%

Shares19.9K

Event2026-03-31

Filed2026-05-20

BSCZ

INVESCO EXCH TRD SLF IDX FD

1.03%

Shares19.5K

Event2026-03-31

Filed2026-05-20

LLY

ELI LILLY & CO

1.90%

Shares428

Event2026-03-31

Filed2026-05-20

XLU

SELECT SECTOR SPDR TR

-2.13%

Shares8.5K

Event2026-03-31

Filed2026-05-20

VANGUARD INDEX FDS

-2.98%

Shares651

Event2026-03-31

Filed2026-05-20

NEE

NEXTERA ENERGY INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-20

IVV

ISHARES TR

7.77%

Shares569

Event2026-03-31

Filed2026-05-20

AGG

ISHARES TR

-11.24%

Shares3.7K

Event2026-03-31

Filed2026-05-20

BSCR

INVESCO EXCH TRD SLF IDX FD

0.69%

Shares18.8K

Event2026-03-31

Filed2026-05-20

FLOT

ISHARES TR

0.20%

Shares7.2K

Event2026-03-31

Filed2026-05-20

BSMU

INVESCO EXCH TRD SLF IDX FD

30.42%

Shares16.6K

Event2026-03-31

Filed2026-05-20

IBD

NORTHERN LTS FD TR IV

0.35%

Shares15.1K

Event2026-03-31

Filed2026-05-20

BROADCOM INC

17.41%

Shares1.2K

Event2026-03-31

Filed2026-05-20

CVS

CVS HEALTH CORP

-8.35%

Shares5.0K

Event2026-03-31

Filed2026-05-20