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The Analysis of IFP Advisors, Inc's Holdings & P&L

Currently, IFP Advisors, Inc holds 5032 types of securities in its portfolio with a total value $4.8B. In the most recent quarter, they have increased their positions in NVDA (+112.3K shares, valued at $19.6M), MSFT (+51.2K shares, valued at $19.0M), IWM (+61.6K shares, valued at $15.3M); decreased their positions in GFI (-334.2K shares, valued at $15.2M), IVW (-125.2K shares, valued at $14.2M), HDV (-67.3K shares, valued at $9.1M); initiated new positions in EVMO (+85.1K shares, valued at $4.3M), CORO (+104.7K shares, valued at $3.4M), QQA (+50.6K shares, valued at $2.5M).

1M P&L

+76.1M+1.63%

3M P&L

-371.8M-7.27%

HY P&L

-171.8M-3.50%

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/A2.7B

62.2%

2Semiconductors156.9M

3.6%

3Software - Infrastructure136.5M

3.1%

Top Industries by Stock Count

1N/A1742 stocks

37.4%

2Banks - Regional255 stocks

5.5%

3Biotechnology197 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC485.3K shares12.13%2026-03-312026-04-13

NVDA NVIDIA CORPORATION651.8K shares20.82%2026-03-312026-04-13

AMZN AMAZON COM INC330.9K shares20.90%2026-03-312026-04-13

MSFT MICROSOFT CORP174.8K shares41.45%2026-03-312026-04-13

ALPHABET INC ALPHABET INC219.6K shares14.36%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T88.8K shares-6.15%2026-03-312026-04-13

VUG VANGUARD INDEX FDS131.8K shares3.67%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR94.7K shares-1.81%2026-03-312026-04-13

Sponsored

ISHARES GOLD TR ISHARES GOLD TR566.9K shares-0.96%2026-03-312026-04-13

TLT ISHARES TR556.1K shares15.69%2026-03-312026-04-13

ALPHABET INC ALPHABET INC165.8K shares17.96%2026-03-312026-04-13

SPYM SPDR SERIES TRUST539.9K shares-2.10%2026-03-312026-04-13

IVW ISHARES TR343.2K shares-26.73%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS825.8K shares3.93%2026-03-312026-04-13

DGRW WISDOMTREE TR406.7K shares4.14%2026-03-312026-04-13

IVV ISHARES TR54.2K shares4.81%2026-03-312026-04-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS57.4K shares5.52%2026-03-312026-04-13

IEF ISHARES TR354.1K shares32.65%2026-03-312026-04-13

IVE ISHARES TR152.7K shares71.78%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION30.9K shares46.36%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T157.2K shares8.36%2026-03-312026-04-13

OEF ISHARES TR94.0K shares-10.55%2026-03-312026-04-13

BROADCOM INC BROADCOM INC90.8K shares39.55%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR951.5K shares1.64%2026-03-312026-04-13

Sponsored

XOM EXXON MOBIL CORP161.1K shares3.97%2026-03-312026-04-13

CGDV CAPITAL GROUP DIVIDEND VALUE632.3K shares31.86%2026-03-312026-04-13

FTSM FIRST TR EXCHANGE-TRADED FD435.5K shares37.47%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL53.1K shares6.37%2026-03-312026-04-13

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC260.4K shares5.66%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS169.4K shares-2.38%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR774.9K shares-0.44%2026-03-312026-04-13

IEMG ISHARES INC341.2K shares20.38%2026-03-312026-04-13

Sponsored

ITA ISHARES TR107.4K shares-5.50%2026-03-312026-04-13

META META PLATFORMS INC40.6K shares2.06%2026-03-312026-04-13

VGT VANGUARD WORLD FD33.1K shares0.94%2026-03-312026-04-13

CGGR CAPITAL GROUP GROWTH ETF570.5K shares28.57%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS104.7K shares-1.17%2026-03-312026-04-13

IGSB ISHARES TR427.1K shares8.62%2026-03-312026-04-13

UCON FIRST TR EXCHNG TRADED FD VI892.6K shares3.75%2026-03-312026-04-13

FNV FRANCO NEV CORP87.3K shares-10.94%2026-03-312026-04-13

Sponsored

SCHD SCHWAB STRATEGIC TR695.2K shares-11.10%2026-03-312026-04-13

IWM ISHARES TR86.0K shares252.30%2026-03-312026-04-13

IEFA ISHARES TR221.2K shares12.06%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO67.9K shares17.27%2026-03-312026-04-13

VOT VANGUARD INDEX FDS76.2K shares16.71%2026-03-312026-04-13

GSEW GOLDMAN SACHS ETF TR219.1K shares3.50%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F362.5K shares-7.49%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR713.0K shares0.35%2026-03-312026-04-13

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD189.8K shares6.21%2026-03-312026-04-13

WMT WALMART INC140.6K shares2.64%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC108.8K shares66.89%2026-03-312026-04-13

BND VANGUARD BD INDEX FDS235.1K shares31.53%2026-03-312026-04-13

ITOT ISHARES TR120.2K shares-20.56%2026-03-312026-04-13

HDV ISHARES TR126.1K shares-34.80%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS267.0K shares13.13%2026-03-312026-04-13

VTI VANGUARD INDEX FDS52.9K shares-2.03%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO18.3K shares0.16%2026-03-312026-04-13

NFLX NETFLIX INC.170.5K shares187.29%2026-03-312026-04-13

CGUS CAPITAL GROUP CORE EQUITY ET422.8K shares2.93%2026-03-312026-04-13

EFA ISHARES TR163.8K shares6.99%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC77.3K shares7.25%2026-03-312026-04-13

CVX CHEVRON CORPORATION75.9K shares40.46%2026-03-312026-04-13

KGC KINROSS GOLD CORP513.4K shares18.12%2026-03-312026-04-13

IJH ISHARES TR227.2K shares2.87%2026-03-312026-04-13

Sponsored

VBK VANGUARD INDEX FDS50.3K shares9.48%2026-03-312026-04-13

TSLA TESLA INC40.8K shares15.70%2026-03-312026-04-13

TFLO ISHARES TR296.3K shares35.40%2026-03-312026-04-13

LMBS FIRST TR EXCHANGE-TRADED FD295.2K shares-3.83%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR571.3K shares0.28%2026-03-312026-04-13

SGOV ISHARES TR141.9K shares156.87%2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST257.7K shares21.77%2026-03-312026-04-13

MOAT VANECK ETF TRUST146.4K shares-8.52%2026-03-312026-04-13

Sponsored

VXUS VANGUARD STAR FDS178.3K shares18.03%2026-03-312026-04-13

V VISA INC44.9K shares3.18%2026-03-312026-04-13

VTV VANGUARD INDEX FDS69.1K shares0.31%2026-03-312026-04-13

IJR ISHARES TR106.9K shares2.78%2026-03-312026-04-13

USMV ISHARES TR140.5K shares-1.22%2026-03-312026-04-13

SHY ISHARES TR154.8K shares39.69%2026-03-312026-04-13

XYZ BLOCK INC211.0K shares54.22%2026-03-312026-04-13

GSSC GOLDMAN SACHS ETF TR170.2K shares5.41%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC38.0K shares20.70%2026-03-312026-04-13

EFG ISHARES TR111.2K shares310.53%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC44.8K shares76.00%2026-03-312026-04-13

ABBV ABBVIE INC54.9K shares26.99%2026-03-312026-04-13

IAGG ISHARES TR236.7K shares19.08%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC80.8K shares32.30%2026-03-312026-04-13

CAT CATERPILLAR INC16.6K shares-3.24%2026-03-312026-04-13

QUAL ISHARES TR60.9K shares-29.45%2026-03-312026-04-13

Sponsored

IBDR ISHARES TR481.2K shares21.35%2026-03-312026-04-13

RTX RTX CORPORATION60.4K shares59.44%2026-03-312026-04-13

VOE VANGUARD INDEX FDS61.8K shares650.49%2026-03-312026-04-13

CGBL CAPITAL GROUP CORE BALANCED328.8K shares3.66%2026-03-312026-04-13

PG PROCTER & GAMBLE CO77.7K shares17.82%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO43.9K shares112.47%2026-03-312026-04-13

JAAA JANUS DETROIT STR TR213.5K shares62.22%2026-03-312026-04-13

MCD MCDONALDS CORP34.3K shares14.07%2026-03-312026-04-13

Sponsored

AGG ISHARES TR107.2K shares4.40%2026-03-312026-04-13

AXSM AXSOME THERAPEUTICS INC.61.0K shares-2.33%2026-03-312026-04-13

VST VISTRA CORP68.1K shares786.08%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS123.5K shares81.86%2026-03-312026-04-13

CSCO CISCO SYS INC131.3K shares3.68%2026-03-312026-04-13

IWP ISHARES TR79.1K shares6.81%2026-03-312026-04-13

WCMI FIRST TR EXCHANGE-TRADED FD603.2K shares-2.40%2026-03-312026-04-13

Z ZILLOW GROUP INC241.9K shares227.27%2026-03-312026-04-13

Sponsored

T AT&T INC343.4K shares6.47%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR67.3K shares25.18%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC136.4K shares120.90%2026-03-312026-04-13

FI FISERV INC175.7K shares120.58%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST216.6K shares3.98%2026-03-312026-04-13

NLR VANECK ETF TRUST73.1K shares2.41%2026-03-312026-04-13

MA MASTERCARD INCORPORATED19.2K shares9.07%2026-03-312026-04-13

CEF SPROTT ASSET MANAGEMENT LP197.6K shares-15.78%2026-03-312026-04-13

Sponsored

DYNF BLACKROCK ETF TRUST161.9K shares-0.59%2026-03-312026-04-13

FVD FIRST TR EXCHANGE-TRADED FD198.2K shares3.30%2026-03-312026-04-13

PULS PGIM ETF TR188.0K shares15.25%2026-03-312026-04-13

IBDS ISHARES TR375.8K shares27.83%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II175.3K shares19.60%2026-03-312026-04-13

FIXD FIRST TR EXCHNG TRADED FD VI206.6K shares2.13%2026-03-312026-04-13

VB VANGUARD INDEX FDS34.3K shares-2.68%2026-03-312026-04-13

IVLU ISHARES TR224.8K shares36.71%2026-03-312026-04-13

Sponsored

JNJ JOHNSON & JOHNSON35.6K shares-2.89%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR64.7K shares6.73%2026-03-312026-04-13

TLH ISHARES TR84.5K shares109.12%2026-03-312026-04-13

RDVY FIRST TR EXCHANGE TRADED FD124.7K shares0.91%2026-03-312026-04-13

BAC BANK AMERICA CORP173.2K shares6.07%2026-03-312026-04-13

FYC FIRST TR EXCHANGE-TRADED ALP86.8K shares-2.22%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC167.5K shares1.42%2026-03-312026-04-13

MINT PIMCO ETF TR83.0K shares40.71%2026-03-312026-04-13

Sponsored

GRNY TIDAL TRUST I346.9K shares3.67%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR355.9K shares-21.59%2026-03-312026-04-13

PBW INVESCO EXCHANGE TRADED FD T260.1K shares33163.04%2026-03-312026-04-13

TER TERADYNE INC27.4K shares904.58%2026-03-312026-04-13

TJX TJX COS INC NEW50.6K shares2.52%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS33.1K shares-16.72%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F147.8K shares11.04%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR159.8K shares-3.81%2026-03-312026-04-13

Sponsored

NEM NEWMONT CORP71.8K shares4.43%2026-03-312026-04-13

IBDT ISHARES TR304.2K shares23.45%2026-03-312026-04-13

URI UNITED RENTALS INC10.6K shares302.32%2026-03-312026-04-13

IOCT INNOVATOR ETFS TRUST217.3K shares-0.45%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP12.5K shares2.33%2026-03-312026-04-13

COWZ PACER FDS TR120.3K shares-4.07%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR163.9K shares7.27%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC21.9K shares3.85%2026-03-312026-04-13

Sponsored

SOXX ISHARES TR22.5K shares24.08%2026-03-312026-04-13

JAZZ JAZZ PHARMACEUTICALS PLC39.1K shares22793.57%2026-03-312026-04-13

BIL SPDR SERIES TRUST80.4K shares66.74%2026-03-312026-04-13

GLD SPDR GOLD TR17.1K shares-25.00%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC44.2K shares9.01%2026-03-312026-04-13

VLUE ISHARES TR51.3K shares21.45%2026-03-312026-04-13

PWR QUANTA SVCS INC13.2K shares771.13%2026-03-312026-04-13

IJJ ISHARES TR54.3K shares0.06%2026-03-312026-04-13

Sponsored

FANG DIAMONDBACK ENERGY INC36.3K shares46.99%2026-03-312026-04-13

GFI GOLD FIELDS LTD158.1K shares-67.89%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC8.5K shares87.56%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC18.3K shares9.81%2026-03-312026-04-13

BKLC BNY MELLON ETF TRUST56.4K shares3.77%2026-03-312026-04-13

ORCL ORACLE CORP47.7K shares2.76%2026-03-312026-04-13

TAXF AMERICAN CENTY ETF TR138.7K shares9.76%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F92.1K shares-2.87%2026-03-312026-04-13

Sponsored

TCAF T ROWE PRICE ETF INC193.8K shares199.85%2026-03-312026-04-13

TGTX TG THERAPEUTICS INC206.5K shares4.70%2026-03-312026-04-13

VHT VANGUARD WORLD FD24.6K shares31.52%2026-03-312026-04-13

VONG VANGUARD SCOTTSDALE FDS60.9K shares3.34%2026-03-312026-04-13

GSIE GOLDMAN SACHS ETF TR154.7K shares12.87%2026-03-312026-04-13

IUSB ISHARES TR143.3K shares0.73%2026-03-312026-04-13

FTCB FIRST TR EXCHANGE-TRADED FD315.6K shares36.15%2026-03-312026-04-13

RWJ INVESCO EXCH TRADED FD TR II130.8K shares27.23%2026-03-312026-04-13

Sponsored

DVY ISHARES TR43.4K shares3.60%2026-03-312026-04-13

FDD FIRST TR EXCHANGE-TRADED FD368.7K shares12.06%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS139.0K shares8.53%2026-03-312026-04-13

SHV ISHARES TR58.9K shares-19.24%2026-03-312026-04-13

QGRO AMERICAN CENTY ETF TR61.7K shares-5.27%2026-03-312026-04-13

IYW ISHARES TR35.4K shares-1.90%2026-03-312026-04-13

STIP ISHARES TR61.8K shares26.22%2026-03-312026-04-13

CARR CARRIER GLOBAL CORPORATION113.5K shares22.38%2026-03-312026-04-13

Sponsored

GLW CORNING INC46.9K shares-18.87%2026-03-312026-04-13

IWY ISHARES TR25.5K shares-18.93%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP6.9K shares-8.38%2026-03-312026-04-13

IBDU ISHARES TR265.9K shares12.47%2026-03-312026-04-13

PVAL PUTNAM ETF TRUST132.9K shares65.61%2026-03-312026-04-13

MGC VANGUARD WORLD FD26.0K shares-0.33%2026-03-312026-04-13

FV FIRST TR EXCHANGE TRADED FD101.4K shares1.16%2026-03-312026-04-13

IGV ISHARES TR76.1K shares1267.65%2026-03-312026-04-13

Sponsored

XLI SELECT SECTOR SPDR TR37.7K shares3.11%2026-03-312026-04-13

IBB ISHARES TR35.9K shares75.11%2026-03-312026-04-13

DNOV FIRST TR EXCHNG TRADED FD VI125.8K shares0.24%2026-03-312026-04-13

VTEB VANGUARD MUN BD FDS120.7K shares5.91%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP63.8K shares26.40%2026-03-312026-04-13

GDX VANECK ETF TRUST65.0K shares1.31%2026-03-312026-04-13

ABT ABBOTT LABORATORIES57.5K shares2.65%2026-03-312026-04-13

CRM SALESFORCE INC31.5K shares36.57%2026-03-312026-04-13

Sponsored

USFR WISDOMTREE TR116.4K shares154.43%2026-03-312026-04-13

NOW SERVICENOW INC54.7K shares146.87%2026-03-312026-04-13

INFL LISTED FDS TR109.6K shares-3.17%2026-03-312026-04-13

VXF VANGUARD INDEX FDS27.5K shares3399.75%2026-03-312026-04-13

DOW DOW HLDGS INC135.8K shares-8.80%2026-03-312026-04-13

PFE PFIZER INC200.4K shares-4.51%2026-03-312026-04-13

ADBE ADOBE INC22.9K shares7.17%2026-03-312026-04-13

IJS ISHARES TR47.0K shares1.09%2026-03-312026-04-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW42.2K shares-6.18%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR189.3K shares-2.43%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR119.1K shares3.84%2026-03-312026-04-13

IBDV ISHARES TR247.6K shares8.83%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS68.2K shares8.25%2026-03-312026-04-13

TRV TRAVELERS COMPANIES INC18.4K shares19.18%2026-03-312026-04-13

MCK MCKESSON CORP6.2K shares33.76%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO17.7K shares82.45%2026-03-312026-04-13

Sponsored

PAAA PGIM ETF TR104.5K shares65.05%2026-03-312026-04-13

GEV GE VERNOVA INC6.1K shares6.27%2026-03-312026-04-13

BUFR FIRST TR EXCHNG TRADED FD VI155.3K shares32.40%2026-03-312026-04-13

INTC INTEL CORP118.6K shares-13.26%2026-03-312026-04-13

KO COCA COLA CO68.7K shares4.25%2026-03-312026-04-13

IWF ISHARES TR12.2K shares3.35%2026-03-312026-04-13

EFV ISHARES TR70.1K shares-2.98%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC11.3K shares264.76%2026-03-312026-04-13

Sponsored

XSOE WISDOMTREE TR129.3K shares19.22%2026-03-312026-04-13

NEE NEXTERA ENERGY INC55.0K shares7.15%2026-03-312026-04-13

WFC WELLS FARGO & CO62.9K shares7.21%2026-03-312026-04-13

SPAB SPDR SERIES TRUST194.8K shares43.64%2026-03-312026-04-13

PJAN INNOVATOR ETFS TRUST106.5K shares7.19%2026-03-312026-04-13

DE DEERE & CO8.7K shares-7.19%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II20.5K shares-16.23%2026-03-312026-04-13

SPYG SPDR SERIES TRUST49.8K shares38.18%2026-03-312026-04-13

Sponsored

AUPH AURINIA PHARMACEUTICALS INC327.8K shares19.33%2026-03-312026-04-13

MGK VANGUARD WORLD FD13.0K shares-1.41%2026-03-312026-04-13

RDVI FIRST TR EXCHANGE-TRADED FD185.3K shares39.40%2026-03-312026-04-13

DIS DISNEY WALT CO48.9K shares9.26%2026-03-312026-04-13

OHI OMEGA HEALTHCARE INVS INC107.1K shares-1.31%2026-03-312026-04-13

EMB ISHARES TR49.9K shares20.69%2026-03-312026-04-13

NTR NUTRIEN LTD62.1K shares12.07%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR188.2K shares1.18%2026-03-312026-04-13

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QINT AMERICAN CENTY ETF TR28.7K shares2.01%2026-03-312026-04-13

Sponsored

GCOW PACER FDS TR40.6K shares-1.23%2026-03-312026-04-13

PNC PNC FINL SVCS GROUP INC9.0K shares26.99%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS39.0K shares40.20%2026-03-312026-04-13

APP APPLOVIN CORP4.7K shares41.25%2026-03-312026-04-13

ARTY ISHARES TR40.1K shares52.25%2026-03-312026-04-13

EXEL EXELIXIS INC43.5K shares-10.10%2026-03-312026-04-13

GRID FIRST TR EXCHANGE-TRADED FD11.3K shares82.08%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR76.2K shares3.69%2026-03-312026-04-13

Sponsored

CMCSA COMCAST CORP NEW64.1K shares21.77%2026-03-312026-04-13

JBBB JANUS DETROIT STR TR39.3K shares106.25%2026-03-312026-04-13

TRMB TRIMBLE INC28.0K shares381.58%2026-03-312026-04-13

EA SERIES TRUST EA SERIES TRUST53.4K shares82.73%2026-03-312026-04-13

UNF UNIFIRST CORP MASS7.2K shares31356.52%2026-03-312026-04-13

JAVA J P MORGAN EXCHANGE TRADED F25.3K shares7.29%2026-03-312026-04-13

PJUL INNOVATOR ETFS TRUST39.6K shares-47.72%2026-03-312026-04-13

WEC ENERGY GROUP INC WEC ENERGY GROUP INC15.7K shares5.48%2026-03-312026-04-13

Sponsored

FJP FIRST TR EXCH TRD ALPHDX FD24.9K shares4.41%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR59.2K shares-5.75%2026-03-312026-04-13

ED CONSOLIDATED EDISON INC15.9K shares-14.16%2026-03-312026-04-13

HELO J P MORGAN EXCHANGE TRADED F28.0K shares3.40%2026-03-312026-04-13

STRL STERLING INFRASTRUCTURE INC4.4K shares296.39%2026-03-312026-04-13

TWIN TWIN DISC INC118.0K shares1.23%2026-03-312026-04-13

CIBR FIRST TR EXCHANGE-TRADED FD28.3K shares0.72%2026-03-312026-04-13

IBHF ISHARES TR77.1K shares50.05%2026-03-312026-04-13

Sponsored

INTU INTUIT4.1K shares18.16%2026-03-312026-04-13

EEM ISHARES TR31.1K shares24.79%2026-03-312026-04-13

IGE ISHARES TR27.9K shares-13.36%2026-03-312026-04-13

VRP INVESCO EXCH TRADED FD TR II73.0K shares10.69%2026-03-312026-04-13

AAPL

APPLE INC

12.13%

Shares485.3K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

20.82%

Shares651.8K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

20.90%

Shares330.9K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

41.45%

Shares174.8K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

14.36%

Shares219.6K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

-6.15%

Shares88.8K

Event2026-03-31

Filed2026-04-13

VUG

VANGUARD INDEX FDS

3.67%

Shares131.8K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-1.81%

Shares94.7K

Event2026-03-31

Filed2026-04-13

ISHARES GOLD TR

-0.96%

Shares566.9K

Event2026-03-31

Filed2026-04-13

TLT

ISHARES TR

15.69%

Shares556.1K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

17.96%

Shares165.8K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

-2.10%

Shares539.9K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

-26.73%

Shares343.2K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

3.93%

Shares825.8K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

4.14%

Shares406.7K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

4.81%

Shares54.2K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

5.52%

Shares57.4K

Event2026-03-31

Filed2026-04-13

IEF

ISHARES TR

32.65%

Shares354.1K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

71.78%

Shares152.7K

Event2026-03-31

Filed2026-04-13

COST

COSTCO WHOLESALE CORPORATION

46.36%

Shares30.9K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

8.36%

Shares157.2K

Event2026-03-31

Filed2026-04-13

OEF

ISHARES TR

-10.55%

Shares94.0K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

39.55%

Shares90.8K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

1.64%

Shares951.5K

Event2026-03-31

Filed2026-04-13

XOM

EXXON MOBIL CORP

3.97%

Shares161.1K

Event2026-03-31

Filed2026-04-13

CGDV

CAPITAL GROUP DIVIDEND VALUE

31.86%

Shares632.3K

Event2026-03-31

Filed2026-04-13

FTSM

FIRST TR EXCHANGE-TRADED FD

37.47%

Shares435.5K

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

6.37%

Shares53.1K

Event2026-03-31

Filed2026-04-13

ANGLOGOLD ASHANTI PLC

5.66%

Shares260.4K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

-2.38%

Shares169.4K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

-0.44%

Shares774.9K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

20.38%

Shares341.2K

Event2026-03-31

Filed2026-04-13

ITA

ISHARES TR

-5.50%

Shares107.4K

Event2026-03-31

Filed2026-04-13