Sponsored

The Analysis of Hoxton Planning & Management, LLC's Holdings & P&L

Currently, Hoxton Planning & Management, LLC holds 216 types of securities in its portfolio with a total value $333.2M. In the most recent quarter, they have increased their positions in GOVT (+126.0K shares, valued at $2.9M), EFG (+23.7K shares, valued at $2.6M), N/A (+3.9K shares, valued at $2.3M); decreased their positions in OEF (-10.1K shares, valued at $3.2M), N/A (-13.3K shares, valued at $1.2M), ESGU (-6.1K shares, valued at $863.1K); initiated new positions in N/A (+3.9K shares, valued at $2.3M), BLCR (+44.8K shares, valued at $1.8M), IDEF (+52.7K shares, valued at $1.7M).

1M P&L

+12.3M+3.69%

3M P&L

+4.5M+1.32%

HY P&L

+16.5M+5.02%

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/A242.4M

78.1%

2Semiconductors12.7M

4.1%

3Consumer Electronics6.9M

2.2%

Top Industries by Stock Count

1N/A100 stocks

52.1%

2Drug Manufacturers - General6 stocks

3.1%

3Banks - Regional6 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR76.6K shares3.89%2026-03-312026-04-20

IUSB ISHARES TR330.6K shares6.63%2026-03-312026-04-20

NVDA NVIDIA CORPORATION62.8K shares-0.38%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T14.8K shares4.73%2026-03-312026-04-20

IWR ISHARES TR91.7K shares0.64%2026-03-312026-04-20

ISTB ISHARES TR161.9K shares-9.20%2026-03-312026-04-20

AAPL APPLE INC27.3K shares-0.89%2026-03-312026-04-20

SCHZ SCHWAB STRATEGIC TR291.8K shares1.60%2026-03-312026-04-20

Sponsored

IVE ISHARES TR31.8K shares-4.52%2026-03-312026-04-20

SPYG SPDR SERIES TRUST68.5K shares3.12%2026-03-312026-04-20

VANGUARD INDEX FDS VANGUARD INDEX FDS10.8K shares0.43%2026-03-312026-04-20

EFG ISHARES TR56.0K shares73.54%2026-03-312026-04-20

SCHP SCHWAB STRATEGIC TR225.7K shares5.59%2026-03-312026-04-20

IVW ISHARES TR51.0K shares8.44%2026-03-312026-04-20

DYNF BLACKROCK ETF TRUST97.0K shares-9.07%2026-03-312026-04-20

IEMG ISHARES INC77.1K shares-6.30%2026-03-312026-04-20

Sponsored

BIV VANGUARD BD INDEX FDS63.1K shares10.64%2026-03-312026-04-20

ITOT ISHARES TR33.9K shares0.87%2026-03-312026-04-20

VOOV VANGUARD ADMIRAL FDS INC23.0K shares3.42%2026-03-312026-04-20

VXUS VANGUARD STAR FDS60.6K shares2.18%2026-03-312026-04-20

MSFT MICROSOFT CORP11.3K shares-1.54%2026-03-312026-04-20

GOVT ISHARES TR176.8K shares248.16%2026-03-312026-04-20

EFV ISHARES TR54.4K shares3.63%2026-03-312026-04-20

DGRW WISDOMTREE TR39.4K shares5.78%2026-03-312026-04-20

Sponsored

MBB ISHARES TR34.4K shares12.76%2026-03-312026-04-20

TLH ISHARES TR31.3K shares13.72%2026-03-312026-04-20

AGG ISHARES TR28.7K shares4.45%2026-03-312026-04-20

QUAL ISHARES TR14.2K shares3.48%2026-03-312026-04-20

ALPHABET INC ALPHABET INC9.3K shares-1.41%2026-03-312026-04-20

BAI BLACKROCK ETF TRUST73.1K shares12.43%2026-03-312026-04-20

AMZN AMAZON COM INC11.5K shares-1.10%2026-03-312026-04-20

THRO BLACKROCK ETF TRUST64.5K shares9.07%2026-03-312026-04-20

Sponsored

BROADCOM INC BROADCOM INC7.4K shares-1.26%2026-03-312026-04-20

MTUM ISHARES TR9.5K shares5.32%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR3.9K sharesnew addition2026-03-312026-04-20

IAGG ISHARES TR44.1K shares18.83%2026-03-312026-04-20

BLCR BLACKROCK ETF TRUST44.8K sharesnew addition2026-03-312026-04-20

META META PLATFORMS INC3.2K shares-0.87%2026-03-312026-04-20

BINC BLACKROCK ETF TRUST II34.6K shares-19.13%2026-03-312026-04-20

TLT ISHARES TR20.0K shares-2.42%2026-03-312026-04-20

Sponsored

IDEF BLACKROCK ETF TRUST52.7K sharesnew addition2026-03-312026-04-20

IWB ISHARES TR4.8K shares-10.33%2026-03-312026-04-20

IEFA ISHARES TR18.2K shares-1.34%2026-03-312026-04-20

OEF ISHARES TR4.9K shares-67.50%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR33.1K shares75.13%2026-03-312026-04-20

TSLA TESLA INC4.0K shares-4.47%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION1.5K shares1.30%2026-03-312026-04-20

VTEB VANGUARD MUN BD FDS26.7K shares9.04%2026-03-312026-04-20

Sponsored

ALPHABET INC ALPHABET INC4.6K shares4.11%2026-03-312026-04-20

BBUS J P MORGAN EXCHANGE TRADED F11.3K shares42.28%2026-03-312026-04-20

PHYL PGIM ETF TR37.4K shares69.31%2026-03-312026-04-20

ESGU ISHARES TR9.1K shares-40.07%2026-03-312026-04-20

VTV VANGUARD INDEX FDS6.5K shares-9.62%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS5.2K shares0.10%2026-03-312026-04-20

SHBI SHORE BANCSHARES INC66.6K shares-2.63%2026-03-312026-04-20

EEM ISHARES TR21.6K shares-0.06%2026-03-312026-04-20

Sponsored

XOM EXXON MOBIL CORP7.0K shares-0.95%2026-03-312026-04-20

LLY ELI LILLY & CO1.3K shares-2.42%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO3.8K shares-2.51%2026-03-312026-04-20

DFCF DIMENSIONAL ETF TRUST25.3K shares-18.66%2026-03-312026-04-20

VUG VANGUARD INDEX FDS2.4K shares-10.98%2026-03-312026-04-20

NFLX NETFLIX INC.10.9K shares-0.45%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC20.7K shares-1.95%2026-03-312026-04-20

VTI VANGUARD INDEX FDS3.1K shares0.82%2026-03-312026-04-20

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares-1.52%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP4.3K shares-2.94%2026-03-312026-04-20

SUSC ISHARES TR35.9K shares19.88%2026-03-312026-04-20

MA MASTERCARD INCORPORATED1.6K shares-2.46%2026-03-312026-04-20

FLTB FIDELITY MERRIMACK STR TR16.1K sharesnew addition2026-03-312026-04-20

JNJ JOHNSON & JOHNSON3.3K shares12.29%2026-03-312026-04-20

AVEM AMERICAN CENTY ETF TR9.9K shares3.41%2026-03-312026-04-20

LCTU BLACKROCK ETF TRUST11.1K shares10.33%2026-03-312026-04-20

Sponsored

VGT VANGUARD WORLD FD1.1K shares-22.28%2026-03-312026-04-20

ISHARES GOLD TR ISHARES GOLD TR8.8K shares-60.16%2026-03-312026-04-20

BLACKROCK INC BLACKROCK INC801 shares-4.30%2026-03-312026-04-20

IUSG ISHARES TR4.9K shares2.84%2026-03-312026-04-20

IUSV ISHARES TR7.3K shares2.37%2026-03-312026-04-20

IJH ISHARES TR10.9K shares-6.18%2026-03-312026-04-20

AMAT APPLIED MATLS INC2.1K shares-3.13%2026-03-312026-04-20

ELS EQUITY LIFESTYLE PROPERTIES11.5K shares0.00%2026-03-312026-04-20

Sponsored

PFE PFIZER INC25.3K shares4.01%2026-03-312026-04-20

IGIB ISHARES TR13.1K shares6.82%2026-03-312026-04-20

DFIC DIMENSIONAL ETF TRUST19.5K shares-17.85%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS9.2K shares71.68%2026-03-312026-04-20

LYB LYONDELLBASELL INDUSTRIES NV8.3K shares11.10%2026-03-312026-04-20

EAGG ISHARES TR14.1K shares21.99%2026-03-312026-04-20

IJR ISHARES TR5.3K shares-0.06%2026-03-312026-04-20

WMT WALMART INC5.3K shares-0.11%2026-03-312026-04-20

Sponsored

NSC NORFOLK SOUTHN CORP2.3K shares-0.17%2026-03-312026-04-20

IYW ISHARES TR3.5K shares-8.73%2026-03-312026-04-20

SYK STRYKER CORPORATION1.9K shares-0.56%2026-03-312026-04-20

CSCO CISCO SYS INC8.1K shares-0.79%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN3.1K shares0.98%2026-03-312026-04-20

VBR VANGUARD INDEX FDS2.8K shares-4.75%2026-03-312026-04-20

HD HOME DEPOT INC1.9K shares-0.27%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND1.3K shares0.00%2026-03-312026-04-20

Sponsored

RSG REPUBLIC SVCS INC2.7K shares0.15%2026-03-312026-04-20

IVLU ISHARES TR14.9K shares-8.96%2026-03-312026-04-20

IWO ISHARES TR1.9K shares-0.74%2026-03-312026-04-20

SPGI S&P GLOBAL INC1.4K shares-8.82%2026-03-312026-04-20

TFC TRUIST FINL CORP12.5K shares-2.95%2026-03-312026-04-20

V VISA INC1.9K shares2.80%2026-03-312026-04-20

IXUS ISHARES TR6.5K shares2.21%2026-03-312026-04-20

UNP UNION PAC CORP2.3K shares0.13%2026-03-312026-04-20

Sponsored

IGF ISHARES TR8.4K shares-2.79%2026-03-312026-04-20

INTU INTUIT1.2K shares-4.67%2026-03-312026-04-20

NDAQ NASDAQ INC6.1K shares-0.33%2026-03-312026-04-20

UPS UNITED PARCEL SVCS INC5.2K shares14.08%2026-03-312026-04-20

KMI KINDER MORGAN INC DEL15.2K shares-0.73%2026-03-312026-04-20

IWM ISHARES TR2.1K shares-5.00%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC2.5K shares2.51%2026-03-312026-04-20

DSI ISHARES TR4.1K shares-0.10%2026-03-312026-04-20

Sponsored

OKE ONEOK INC NEW5.4K shares0.45%2026-03-312026-04-20

HYS PIMCO ETF TR5.2K shares-0.23%2026-03-312026-04-20

ORCL ORACLE CORP3.3K shares1.67%2026-03-312026-04-20

IMCB ISHARES TR5.6K shares7.49%2026-03-312026-04-20

TSCO TRACTOR SUPPLY CO10.0K shares-0.26%2026-03-312026-04-20

ABBV ABBVIE INC2.1K shares-2.93%2026-03-312026-04-20

QCOM QUALCOMM INC3.4K shares-3.47%2026-03-312026-04-20

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.00%2026-03-312026-04-20

Sponsored

DBEF DBX ETF TR8.9K shares1.00%2026-03-312026-04-20

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares1.01%2026-03-312026-04-20

NEE NEXTERA ENERGY INC4.6K shares0.22%2026-03-312026-04-20

GILD GILEAD SCIENCES INC3.1K shares0.49%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR3.2K shares-8.77%2026-03-312026-04-20

BNDX VANGUARD CHARLOTTE FDS8.7K shares-20.92%2026-03-312026-04-20

USXF ISHARES TR7.4K shares19.44%2026-03-312026-04-20

IEUR ISHARES TR5.8K shares2.22%2026-03-312026-04-20

Sponsored

COF CAPITAL ONE FINL CORP2.2K shares-1.16%2026-03-312026-04-20

ACWI ISHARES TR2.8K shares-0.04%2026-03-312026-04-20

KO COCA COLA CO4.9K shares-0.53%2026-03-312026-04-20

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL952 shares-2.46%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE1.3K shares1.95%2026-03-312026-04-20

VHT VANGUARD WORLD FD1.4K shares-18.07%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.2K shares-2.17%2026-03-312026-04-20

ASML ASML HLDG NV277 shares-12.06%2026-03-312026-04-20

Sponsored

ESGE ISHARES INC8.0K shares10.93%2026-03-312026-04-20

MERCK & CO INC MERCK & CO INC3.0K shares-1.49%2026-03-312026-04-20

USB US BANCORP6.9K shares-0.94%2026-03-312026-04-20

SYSB ISHARES TR4.0K shares1.63%2026-03-312026-04-20

CVX CHEVRON CORPORATION1.7K shares2.09%2026-03-312026-04-20

BAC BANK AMERICA CORP7.3K shares-0.92%2026-03-312026-04-20

CME CME GROUP INC1.2K shares0.08%2026-03-312026-04-20

RTX CORPORATION RTX CORPORATION1.8K sharesnew addition2026-03-312026-04-20

Sponsored

STERIS PLC STERIS PLC1.6K shares-0.32%2026-03-312026-04-20

TROW PRICE T ROWE GROUP INC3.8K shares30.03%2026-03-312026-04-20

O REALTY INCOME CORP5.5K shares-0.68%2026-03-312026-04-20

MU MICRON TECHNOLOGY INC982 shares1.13%2026-03-312026-04-20

VIS VANGUARD WORLD FD1.1K shares-18.11%2026-03-312026-04-20

AMGN AMGEN INC934 shares1.08%2026-03-312026-04-20

SLQD ISHARES TR6.5K shares-5.96%2026-03-312026-04-20

PG PROCTER & GAMBLE CO2.3K shares7.93%2026-03-312026-04-20

Sponsored

VBK VANGUARD INDEX FDS1.1K shares-8.28%2026-03-312026-04-20

SCMB SCHWAB STRATEGIC TR12.6K shares39.59%2026-03-312026-04-20

LINDE PLC LINDE PLC648 shares3.85%2026-03-312026-04-20

GNMA ISHARES TR7.2K shares-20.54%2026-03-312026-04-20

CAT CATERPILLAR INC451 shares-1.10%2026-03-312026-04-20

IGSB ISHARES TR5.8K shares0.00%2026-03-312026-04-20

GEV GE VERNOVA INC349 shares-0.57%2026-03-312026-04-20

LOW LOWES COS INC1.3K shares-0.23%2026-03-312026-04-20

Sponsored

AEM AGNICO EAGLE MINES LTD1.5K shares2.92%2026-03-312026-04-20

GRMN GARMIN LTD1.3K shares-2.07%2026-03-312026-04-20

VO VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-20

MCD MCDONALDS CORP941 shares-2.08%2026-03-312026-04-20

HSBC HSBC HLDGS PLC3.5K shares5.89%2026-03-312026-04-20

AVUV AMERICAN CENTY ETF TR2.6K shares9.87%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC1.5K sharesnew addition2026-03-312026-04-20

GLW CORNING INC2.1K sharesnew addition2026-03-312026-04-20

Sponsored

CFG CITIZENS FINL GROUP INC4.8K shares0.78%2026-03-312026-04-20

VNQ VANGUARD INDEX FDS3.2K shares6.41%2026-03-312026-04-20

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.8K shares1.73%2026-03-312026-04-20

T AT&T INC9.5K shares0.77%2026-03-312026-04-20

SAN BANCO SANTANDER SA24.2K shares-6.39%2026-03-312026-04-20

CALM CAL MAINE FOODS INC3.4K shares-4.04%2026-03-312026-04-20

EMGF ISHARES INC4.5K shares-8.43%2026-03-312026-04-20

MS MORGAN STANLEY1.6K shares0.43%2026-03-312026-04-20

Sponsored

VEA VANGUARD TAX-MANAGED FDS4.2K shares1.68%2026-03-312026-04-20

PLTR PALANTIR TECHNOLOGIES INC1.8K shares11.57%2026-03-312026-04-20

IWN ISHARES TR1.4K shares-0.35%2026-03-312026-04-20

AJG GALLAGHER ARTHUR J & CO1.2K shares-0.50%2026-03-312026-04-20

SUSA ISHARES TR2.0K shares22.52%2026-03-312026-04-20

VOX VANGUARD WORLD FD1.4K shares-18.42%2026-03-312026-04-20

CVS CVS HEALTH CORP3.6K shares-3.59%2026-03-312026-04-20

WFC WELLS FARGO & CO3.2K shares-1.81%2026-03-312026-04-20

Sponsored

DVY ISHARES TR1.7K shares0.00%2026-03-312026-04-20

DMXF ISHARES TR3.4K sharesnew addition2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST2.7K shares8.75%2026-03-312026-04-20

EATON CORP PLC EATON CORP PLC704 shares-2.09%2026-03-312026-04-20

KLAC KLA CORP171 shares0.00%2026-03-312026-04-20

ISRG INTUITIVE SURGICAL INC545 shares-2.85%2026-03-312026-04-20

SPTL SPDR SERIES TRUST9.4K sharesnew addition2026-03-312026-04-20

TJX TJX COS INC NEW1.5K shares6.32%2026-03-312026-04-20

Sponsored

EIX EDISON INTL3.3K sharesnew addition2026-03-312026-04-20

CB CHUBB LTD SWITZ721 shares-3.35%2026-03-312026-04-20

JHMM JOHN HANCOCK EXCHANGE TRADED3.4K shares0.00%2026-03-312026-04-20

IPAC ISHARES TR3.0K shares2.12%2026-03-312026-04-20

BLACKSTONE INC BLACKSTONE INC2.0K shares16.13%2026-03-312026-04-20

BBY BEST BUY INC3.5K shares-2.77%2026-03-312026-04-20

PEP PEPSICO INC1.4K shares-24.10%2026-03-312026-04-20

PH PARKER-HANNIFIN CORP247 shares0.00%2026-03-312026-04-20

Sponsored

PAYX PAYCHEX INC2.4K sharesnew addition2026-03-312026-04-20

ESGD ISHARES TR2.3K shares8.25%2026-03-312026-04-20

ISHARES TR ISHARES TR6.9K sharesnew addition2026-03-312026-04-20

IJT ISHARES TR1.5K shares-1.57%2026-03-312026-04-20

UBSI UNITED BANKSHARES INC WEST V5.2K sharesnew addition2026-03-312026-04-20

VFH VANGUARD WORLD FD1.8K shares-19.95%2026-03-312026-04-20

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares4.06%2026-03-312026-04-20

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-20

Sponsored

FMC FMC CORP12.4K shares-17.42%2026-03-312026-04-20

HON HONEYWELL INTL INC932 sharesnew addition2026-03-312026-04-20

PK PARK HOTELS & RESORTS INC20.0K shares-2.46%2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC777 shares-18.38%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC1.8K shares-2.49%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC1.2K sharesnew addition2026-03-312026-04-20

STWD STARWOOD PPTY TR INC10.8K sharesnew addition2026-03-312026-04-20

LYG LLOYDS BANKING GROUP PLC10.7K shares0.00%2026-03-312026-04-20

Sponsored

IVV

ISHARES TR

3.89%

Shares76.6K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

6.63%

Shares330.6K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-0.38%

Shares62.8K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

4.73%

Shares14.8K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

0.64%

Shares91.7K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

-9.20%

Shares161.9K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-0.89%

Shares27.3K

Event2026-03-31

Filed2026-04-20

SCHZ

SCHWAB STRATEGIC TR

1.60%

Shares291.8K

Event2026-03-31

Filed2026-04-20

IVE

ISHARES TR

-4.52%

Shares31.8K

Event2026-03-31

Filed2026-04-20

SPYG

SPDR SERIES TRUST

3.12%

Shares68.5K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

0.43%

Shares10.8K

Event2026-03-31

Filed2026-04-20

EFG

ISHARES TR

73.54%

Shares56.0K

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB STRATEGIC TR

5.59%

Shares225.7K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

8.44%

Shares51.0K

Event2026-03-31

Filed2026-04-20

DYNF

BLACKROCK ETF TRUST

-9.07%

Shares97.0K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-6.30%

Shares77.1K

Event2026-03-31

Filed2026-04-20

BIV

VANGUARD BD INDEX FDS

10.64%

Shares63.1K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

0.87%

Shares33.9K

Event2026-03-31

Filed2026-04-20

VOOV

VANGUARD ADMIRAL FDS INC

3.42%

Shares23.0K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

2.18%

Shares60.6K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-1.54%

Shares11.3K

Event2026-03-31

Filed2026-04-20

GOVT

ISHARES TR

248.16%

Shares176.8K

Event2026-03-31

Filed2026-04-20

EFV

ISHARES TR

3.63%

Shares54.4K

Event2026-03-31

Filed2026-04-20

DGRW

WISDOMTREE TR

5.78%

Shares39.4K

Event2026-03-31

Filed2026-04-20

MBB

ISHARES TR

12.76%

Shares34.4K

Event2026-03-31

Filed2026-04-20

TLH

ISHARES TR

13.72%

Shares31.3K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

4.45%

Shares28.7K

Event2026-03-31

Filed2026-04-20

QUAL

ISHARES TR

3.48%

Shares14.2K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.41%

Shares9.3K

Event2026-03-31

Filed2026-04-20

BAI

BLACKROCK ETF TRUST

12.43%

Shares73.1K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-1.10%

Shares11.5K

Event2026-03-31

Filed2026-04-20

THRO

BLACKROCK ETF TRUST

9.07%

Shares64.5K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-1.26%

Shares7.4K

Event2026-03-31

Filed2026-04-20

MTUM

ISHARES TR

5.32%

Shares9.5K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

New

Shares3.9K

Event2026-03-31

Filed2026-04-20

IAGG

ISHARES TR

18.83%

Shares44.1K

Event2026-03-31

Filed2026-04-20

BLCR

BLACKROCK ETF TRUST

New

Shares44.8K

Event2026-03-31

Filed2026-04-20