Sponsored

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

Currently, IFS Group,LLC holds 143 types of securities in its portfolio with a total value $112.2M. In the most recent quarter, they have increased their positions in TPL (+4.3K shares, valued at $2.0M), VONV (+16.0K shares, valued at $1.5M), VONG (+9.7K shares, valued at $1.1M); decreased their positions in XOM (-12.0K shares, valued at $2.0M), VTI (-4.1K shares, valued at $1.3M), AAPL (-2.3K shares, valued at $571.2K); initiated new positions in VONG (+9.7K shares, valued at $1.1M), BENJ (+12.4K shares, valued at $648.0K), DBMF (+18.2K shares, valued at $550.1K).

1M P&L

+6.7M+5.78%

3M P&L

+4.3M+3.66%

HY P&L

+7.9M+6.94%

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/A69.7M

61.3%

2Internet Content & Information4.5M

4.0%

3Software - Infrastructure4.5M

3.9%

Top Industries by Stock Count

1N/A72 stocks

49.7%

2Drug Manufacturers - General7 stocks

4.8%

3Internet Content & Information5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QDPL PACER FDS TR133.5K shares-1.60%2026-03-312026-05-18

FVD FIRST TR EXCHANGE-TRADED FD81.5K shares-11.57%2026-03-312026-05-18

FTCS FIRST TR EXCHANGE-TRADED FD34.8K shares-11.34%2026-03-312026-05-18

TPL TEXAS PACIFIC LAND CORPORATI6.4K shares200.00%2026-03-312026-05-18

PULS PGIM ETF TR59.2K shares4.42%2026-03-312026-05-18

RDVY FIRST TR EXCHANGE TRADED FD41.9K shares11.44%2026-03-312026-05-18

AGGH SIMPLIFY EXCHANGE TRADED FUN139.7K shares5.21%2026-03-312026-05-18

AGG ISHARES TR28.1K shares11.25%2026-03-312026-05-18

Sponsored

IEFA ISHARES TR29.6K shares14.37%2026-03-312026-05-18

VONV VANGUARD SCOTTSDALE FDS24.1K shares197.58%2026-03-312026-05-18

FTC FIRST TR EXCHANGE-TRADED ALP14.4K shares40.18%2026-03-312026-05-18

GOVT ISHARES TR96.3K shares2.59%2026-03-312026-05-18

NVDA NVIDIA CORPORATION11.8K shares-15.28%2026-03-312026-05-18

FDL FIRST TR EXCHANGE-TRADED FD39.4K shares-7.36%2026-03-312026-05-18

MBB ISHARES TR20.7K shares9.91%2026-03-312026-05-18

IUSG ISHARES TR12.6K shares4.12%2026-03-312026-05-18

Sponsored

ALPHABET INC ALPHABET INC6.6K shares-11.45%2026-03-312026-05-18

AAPL APPLE INC6.8K shares-24.96%2026-03-312026-05-18

MSFT MICROSOFT CORP4.5K shares-7.33%2026-03-312026-05-18

IEMG ISHARES INC22.4K shares-1.12%2026-03-312026-05-18

COWZ PACER FDS TR24.1K shares-12.18%2026-03-312026-05-18

IUSV ISHARES TR14.0K shares4.97%2026-03-312026-05-18

QUAL ISHARES TR7.4K shares3.57%2026-03-312026-05-18

XOM EXXON MOBIL CORP8.0K shares-60.07%2026-03-312026-05-18

Sponsored

LNG CHENIERE ENERGY INC4.5K shares1.04%2026-03-312026-05-18

GS GOLDMAN SACHS GROUP INC1.5K shares-7.63%2026-03-312026-05-18

GCOW PACER FDS TR26.7K shares-10.79%2026-03-312026-05-18

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.0K shares38.63%2026-03-312026-05-18

QQEW FIRST TR EXCHANGE-TRADED FD8.5K shares33.49%2026-03-312026-05-18

VONG VANGUARD SCOTTSDALE FDS9.7K sharesnew addition2026-03-312026-05-18

SPIB SPDR SERIES TRUST28.1K shares6.57%2026-03-312026-05-18

ALPHABET INC ALPHABET INC3.2K shares-15.95%2026-03-312026-05-18

Sponsored

FDV FEDERATED HERMES ETF TRUST29.2K shares73.28%2026-03-312026-05-18

SHY ISHARES TR10.5K shares-10.26%2026-03-312026-05-18

JHPI JOHN HANCOCK EXCHANGE TRADED36.5K shares12.33%2026-03-312026-05-18

VTIP VANGUARD MALVERN FDS16.2K shares22.33%2026-03-312026-05-18

IJR ISHARES TR6.5K shares-15.53%2026-03-312026-05-18

FIXD FIRST TR EXCHNG TRADED FD VI17.8K shares23.85%2026-03-312026-05-18

GLW CORNING INC5.7K shares10.48%2026-03-312026-05-18

JPM JPMORGAN CHASE & CO2.6K shares-5.66%2026-03-312026-05-18

Sponsored

AMZN AMAZON COM INC3.6K shares-22.35%2026-03-312026-05-18

BA BOEING CO3.8K shares47.34%2026-03-312026-05-18

NEM NEWMONT CORP6.9K shares-38.90%2026-03-312026-05-18

IJH ISHARES TR10.3K shares-20.59%2026-03-312026-05-18

PTLC PACER FDS TR12.8K shares-1.93%2026-03-312026-05-18

IGF ISHARES TR9.9K shares8.45%2026-03-312026-05-18

BENJ HORIZON FDS12.4K sharesnew addition2026-03-312026-05-18

CVS CVS HEALTH CORP9.0K shares-2.93%2026-03-312026-05-18

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.4K shares-18.18%2026-03-312026-05-18

VTI VANGUARD INDEX FDS2.0K shares-67.44%2026-03-312026-05-18

VCIT VANGUARD SCOTTSDALE FDS7.5K shares-0.11%2026-03-312026-05-18

IRDM IRIDIUM COMMUNICATIONS INC22.1K shares32.28%2026-03-312026-05-18

GEV GE VERNOVA INC683 shares0.29%2026-03-312026-05-18

VODAFONE GROUP PLC VODAFONE GROUP PLC39.1K shares-2.27%2026-03-312026-05-18

PTNQ PACER FDS TR8.0K shares-14.48%2026-03-312026-05-18

FTA FIRST TR EXCHANGE-TRADED ALP6.2K shares-1.90%2026-03-312026-05-18

Sponsored

PPL PPL CORP14.9K shares-23.75%2026-03-312026-05-18

MUB ISHARES TR5.3K shares4.64%2026-03-312026-05-18

DBMF LITMAN GREGORY FDS TR18.2K sharesnew addition2026-03-312026-05-18

GE AEROSPACE GE AEROSPACE1.9K shares0.42%2026-03-312026-05-18

OXY OCCIDENTAL PETE CORP8.2K shares-0.71%2026-03-312026-05-18

FV FIRST TR EXCHANGE TRADED FD8.7K shares-17.03%2026-03-312026-05-18

LGOV FIRST TR EXCHANGE-TRADED FD24.0K shares48.02%2026-03-312026-05-18

CVX CHEVRON CORPORATION2.4K shares20.07%2026-03-312026-05-18

Sponsored

MTUM ISHARES TR2.1K shares36.26%2026-03-312026-05-18

TDIV FIRST TR EXCHANGE TRADED FD5.4K shares-4.19%2026-03-312026-05-18

CCJ CAMECO CORP4.6K shares0.00%2026-03-312026-05-18

BROADCOM INC BROADCOM INC1.6K shares3.29%2026-03-312026-05-18

PDBC INVESCO ACTVELY MNGD ETC FD28.0K shares3.13%2026-03-312026-05-18

LLY ELI LILLY & CO517 shares-1.34%2026-03-312026-05-18

TOTALENERGIES SE TOTALENERGIES SE5.2K sharesnew addition2026-03-312026-05-18

AMD ADVANCED MICRO DEVICES INC2.3K shares-0.52%2026-03-312026-05-18

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD11.9K shares125.09%2026-03-312026-05-18

WY WEYERHAEUSER CO18.7K shares8.42%2026-03-312026-05-18

PATH UIPATH INC40.3K shares20.02%2026-03-312026-05-18

BABA ALIBABA GROUP HLDG LTD3.5K shares4.91%2026-03-312026-05-18

SPOT SPOTIFY TECHNOLOGY S A890 shares-0.56%2026-03-312026-05-18

SLYG SPDR SERIES TRUST4.4K sharesnew addition2026-03-312026-05-18

FPE FIRST TR EXCH TRADED FD III24.0K shares18.38%2026-03-312026-05-18

KNG FIRST TR EXCHANGE-TRADED FD8.5K shares5.57%2026-03-312026-05-18

Sponsored

FEX FIRST TR EXCHANGE-TRADED ALP3.4K shares-4.69%2026-03-312026-05-18

VTEB VANGUARD MUN BD FDS8.1K shares11.29%2026-03-312026-05-18

SPYG SPDR SERIES TRUST4.0K shares-16.64%2026-03-312026-05-18

SLYV SPDR SERIES TRUST4.2K shares-6.46%2026-03-312026-05-18

SLV ISHARES SILVER TR5.8K shares4.52%2026-03-312026-05-18

AVUV AMERICAN CENTY ETF TR3.5K shares-0.51%2026-03-312026-05-18

OKTA OKTA INC4.8K sharesnew addition2026-03-312026-05-18

ENB ENBRIDGE INC6.8K shares15.64%2026-03-312026-05-18

Sponsored

ABBV ABBVIE INC1.6K shares-2.08%2026-03-312026-05-18

PFE PFIZER INC12.7K shares-10.92%2026-03-312026-05-18

VZ VERIZON COMMUNICATIONS INC7.0K shares-20.84%2026-03-312026-05-18

JQUA J P MORGAN EXCHANGE TRADED F5.6K shares60.90%2026-03-312026-05-18

PYPL PAYPAL HLDGS INC7.4K shares0.73%2026-03-312026-05-18

TFC TRUIST FINL CORP7.0K shares-0.06%2026-03-312026-05-18

SNY SANOFI SA6.7K shares41.50%2026-03-312026-05-18

DIVB ISHARES TR6.0K shares1.36%2026-03-312026-05-18

Sponsored

PG PROCTER & GAMBLE CO2.2K shares1.05%2026-03-312026-05-18

DE DEERE & CO560 shares0.00%2026-03-312026-05-18

USB US BANCORP6.0K shares15.61%2026-03-312026-05-18

PNC PNC FINL SVCS GROUP INC1.5K shares7.46%2026-03-312026-05-18

XLE SELECT SECTOR SPDR TR5.1K shares98.48%2026-03-312026-05-18

BTI BRITISH AMERN TOB PLC5.3K shares28.14%2026-03-312026-05-18

FE FIRSTENERGY CORP6.0K sharesnew addition2026-03-312026-05-18

HD HOME DEPOT INC916 shares0.00%2026-03-312026-05-18

Sponsored

CME CME GROUP INC1.0K sharesnew addition2026-03-312026-05-18

QTEC FIRST TR EXCHANGE-TRADED FD1.4K shares7.27%2026-03-312026-05-18

PAYX PAYCHEX INC3.2K sharesnew addition2026-03-312026-05-18

PINS PINTEREST INC15.9K shares39.70%2026-03-312026-05-18

PLD PROLOGIS INC.2.2K shares12.64%2026-03-312026-05-18

AFL AFLAC INC2.6K shares-5.47%2026-03-312026-05-18

META META PLATFORMS INC489 shares-55.79%2026-03-312026-05-18

FCX FREEPORT MCMORAN INC4.7K sharesnew addition2026-03-312026-05-18

Sponsored

V VISA INC911 shares-0.11%2026-03-312026-05-18

CGMS CAPITAL GRP FIXED INCM ETF T10.1K sharesnew addition2026-03-312026-05-18

CEG CONSTELLATION ENERGY CORP959 shares-1.44%2026-03-312026-05-18

PTMC PACER FDS TR7.3K shares-0.26%2026-03-312026-05-18

NATIONAL GRID PLC NATIONAL GRID PLC3.1K shares-13.17%2026-03-312026-05-18

PEP PEPSICO INC1.7K shares8.23%2026-03-312026-05-18

FGD FIRST TR EXCHANGE-TRADED FD8.0K shares-0.62%2026-03-312026-05-18

AMT AMERICAN TOWER CORP1.5K sharesnew addition2026-03-312026-05-18

Sponsored

AMCOR PLC AMCOR PLC6.4K sharesnew addition2026-03-312026-05-18

INVESCO QQQ TR INVESCO QQQ TR430 shares-41.89%2026-03-312026-05-18

SOFI SOFI TECHNOLOGIES INC15.0K shares3.04%2026-03-312026-05-18

SPY STATE STR SPDR S&P 500 ETF T365 shares-35.28%2026-03-312026-05-18

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K sharesnew addition2026-03-312026-05-18

SPTI SPDR SERIES TRUST8.0K shares-1.26%2026-03-312026-05-18

TRP TC ENERGY CORP3.7K sharesnew addition2026-03-312026-05-18

PM PHILIP MORRIS INTL INC1.4K sharesnew addition2026-03-312026-05-18

Sponsored

JNJ JOHNSON & JOHNSON932 shares-60.39%2026-03-312026-05-18

EXC EXELON CORP4.6K shares-4.14%2026-03-312026-05-18

SPYV SPDR SERIES TRUST4.0K shares-19.07%2026-03-312026-05-18

XEL XCEL ENERGY INC2.8K shares-11.76%2026-03-312026-05-18

GLD SPDR GOLD TR515 shares-25.36%2026-03-312026-05-18

UNH UNITEDHEALTH GROUP INC817 shares3.55%2026-03-312026-05-18

MGK VANGUARD WORLD FD600 shares0.00%2026-03-312026-05-18

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.9K sharesnew addition2026-03-312026-05-18

Sponsored

TLT ISHARES TR2.5K shares11.05%2026-03-312026-05-18

SMR NUSCALE PWR CORP19.7K sharesnew addition2026-03-312026-05-18

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL440 shares-51.54%2026-03-312026-05-18

FTLS FIRST TR EXCH TRADED FD III3.0K shares0.00%2026-03-312026-05-18

HYBB ISHARES TR4.5K sharesnew addition2026-03-312026-05-18

FTSM FIRST TR EXCHANGE-TRADED FD3.5K shares-19.07%2026-03-312026-05-18

IDA IDACORP INC1.4K sharesnew addition2026-03-312026-05-18

QDPL

PACER FDS TR

-1.60%

Shares133.5K

Event2026-03-31

Filed2026-05-18

FVD

FIRST TR EXCHANGE-TRADED FD

-11.57%

Shares81.5K

Event2026-03-31

Filed2026-05-18

FTCS

FIRST TR EXCHANGE-TRADED FD

-11.34%

Shares34.8K

Event2026-03-31

Filed2026-05-18

TPL

TEXAS PACIFIC LAND CORPORATI

200.00%

Shares6.4K

Event2026-03-31

Filed2026-05-18

PULS

PGIM ETF TR

4.42%

Shares59.2K

Event2026-03-31

Filed2026-05-18

RDVY

FIRST TR EXCHANGE TRADED FD

11.44%

Shares41.9K

Event2026-03-31

Filed2026-05-18

AGGH

SIMPLIFY EXCHANGE TRADED FUN

5.21%

Shares139.7K

Event2026-03-31

Filed2026-05-18

AGG

ISHARES TR

11.25%

Shares28.1K

Event2026-03-31

Filed2026-05-18

IEFA

ISHARES TR

14.37%

Shares29.6K

Event2026-03-31

Filed2026-05-18

VONV

VANGUARD SCOTTSDALE FDS

197.58%

Shares24.1K

Event2026-03-31

Filed2026-05-18

FTC

FIRST TR EXCHANGE-TRADED ALP

40.18%

Shares14.4K

Event2026-03-31

Filed2026-05-18

GOVT

ISHARES TR

2.59%

Shares96.3K

Event2026-03-31

Filed2026-05-18

NVDA

NVIDIA CORPORATION

-15.28%

Shares11.8K

Event2026-03-31

Filed2026-05-18

FDL

FIRST TR EXCHANGE-TRADED FD

-7.36%

Shares39.4K

Event2026-03-31

Filed2026-05-18

MBB

ISHARES TR

9.91%

Shares20.7K

Event2026-03-31

Filed2026-05-18

IUSG

ISHARES TR

4.12%

Shares12.6K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

-11.45%

Shares6.6K

Event2026-03-31

Filed2026-05-18

AAPL

APPLE INC

-24.96%

Shares6.8K

Event2026-03-31

Filed2026-05-18

MSFT

MICROSOFT CORP

-7.33%

Shares4.5K

Event2026-03-31

Filed2026-05-18

IEMG

ISHARES INC

-1.12%

Shares22.4K

Event2026-03-31

Filed2026-05-18

COWZ

PACER FDS TR

-12.18%

Shares24.1K

Event2026-03-31

Filed2026-05-18

IUSV

ISHARES TR

4.97%

Shares14.0K

Event2026-03-31

Filed2026-05-18

QUAL

ISHARES TR

3.57%

Shares7.4K

Event2026-03-31

Filed2026-05-18

XOM

EXXON MOBIL CORP

-60.07%

Shares8.0K

Event2026-03-31

Filed2026-05-18

LNG

CHENIERE ENERGY INC

1.04%

Shares4.5K

Event2026-03-31

Filed2026-05-18

GOLDMAN SACHS GROUP INC

-7.63%

Shares1.5K

Event2026-03-31

Filed2026-05-18

GCOW

PACER FDS TR

-10.79%

Shares26.7K

Event2026-03-31

Filed2026-05-18

INVESCO EXCHANGE TRADED FD T

38.63%

Shares6.0K

Event2026-03-31

Filed2026-05-18

QQEW

FIRST TR EXCHANGE-TRADED FD

33.49%

Shares8.5K

Event2026-03-31

Filed2026-05-18

VONG

VANGUARD SCOTTSDALE FDS

New

Shares9.7K

Event2026-03-31

Filed2026-05-18

SPIB

SPDR SERIES TRUST

6.57%

Shares28.1K

Event2026-03-31

Filed2026-05-18

ALPHABET INC

-15.95%

Shares3.2K

Event2026-03-31

Filed2026-05-18

FDV

FEDERATED HERMES ETF TRUST

73.28%

Shares29.2K

Event2026-03-31

Filed2026-05-18

SHY

ISHARES TR

-10.26%

Shares10.5K

Event2026-03-31

Filed2026-05-18

JHPI

JOHN HANCOCK EXCHANGE TRADED

12.33%

Shares36.5K

Event2026-03-31

Filed2026-05-18

VTIP

VANGUARD MALVERN FDS

22.33%

Shares16.2K

Event2026-03-31

Filed2026-05-18

IJR

ISHARES TR

-15.53%

Shares6.5K

Event2026-03-31

Filed2026-05-18

FIXD

FIRST TR EXCHNG TRADED FD VI

23.85%

Shares17.8K

Event2026-03-31

Filed2026-05-18

GLW

CORNING INC

10.48%

Shares5.7K

Event2026-03-31

Filed2026-05-18

JPM

JPMORGAN CHASE & CO

-5.66%

Shares2.6K

Event2026-03-31

Filed2026-05-18

AMZN

AMAZON COM INC

-22.35%

Shares3.6K

Event2026-03-31

Filed2026-05-18

BOEING CO

47.34%

Shares3.8K

Event2026-03-31

Filed2026-05-18

NEM

NEWMONT CORP

-38.90%

Shares6.9K

Event2026-03-31

Filed2026-05-18

IJH

ISHARES TR

-20.59%

Shares10.3K

Event2026-03-31

Filed2026-05-18

PTLC

PACER FDS TR

-1.93%

Shares12.8K

Event2026-03-31

Filed2026-05-18

IGF

ISHARES TR

8.45%

Shares9.9K

Event2026-03-31

Filed2026-05-18

BENJ

HORIZON FDS

New

Shares12.4K

Event2026-03-31

Filed2026-05-18

CVS

CVS HEALTH CORP

-2.93%

Shares9.0K

Event2026-03-31

Filed2026-05-18

PLTR

PALANTIR TECHNOLOGIES INC

-18.18%

Shares4.4K

Event2026-03-31

Filed2026-05-18

VTI

VANGUARD INDEX FDS

-67.44%

Shares2.0K

Event2026-03-31

Filed2026-05-18

VCIT

VANGUARD SCOTTSDALE FDS

-0.11%

Shares7.5K

Event2026-03-31

Filed2026-05-18

IRDM

IRIDIUM COMMUNICATIONS INC

32.28%

Shares22.1K

Event2026-03-31

Filed2026-05-18

GEV

GE VERNOVA INC

0.29%

Shares683

Event2026-03-31

Filed2026-05-18

VODAFONE GROUP PLC

-2.27%

Shares39.1K

Event2026-03-31

Filed2026-05-18

PTNQ

PACER FDS TR

-14.48%

Shares8.0K

Event2026-03-31

Filed2026-05-18

FTA

FIRST TR EXCHANGE-TRADED ALP

-1.90%

Shares6.2K

Event2026-03-31

Filed2026-05-18

PPL

PPL CORP

-23.75%

Shares14.9K

Event2026-03-31

Filed2026-05-18

MUB

ISHARES TR

4.64%

Shares5.3K

Event2026-03-31

Filed2026-05-18

DBMF

LITMAN GREGORY FDS TR

New

Shares18.2K

Event2026-03-31

Filed2026-05-18

GE AEROSPACE

0.42%

Shares1.9K

Event2026-03-31

Filed2026-05-18

OXY

OCCIDENTAL PETE CORP

-0.71%

Shares8.2K

Event2026-03-31

Filed2026-05-18

FIRST TR EXCHANGE TRADED FD

-17.03%

Shares8.7K

Event2026-03-31

Filed2026-05-18

LGOV

FIRST TR EXCHANGE-TRADED FD

48.02%

Shares24.0K

Event2026-03-31

Filed2026-05-18

CVX

CHEVRON CORPORATION

20.07%

Shares2.4K

Event2026-03-31

Filed2026-05-18

MTUM

ISHARES TR

36.26%

Shares2.1K

Event2026-03-31

Filed2026-05-18

TDIV

FIRST TR EXCHANGE TRADED FD

-4.19%

Shares5.4K

Event2026-03-31

Filed2026-05-18

CCJ

CAMECO CORP

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-18

BROADCOM INC

3.29%

Shares1.6K

Event2026-03-31

Filed2026-05-18

PDBC

INVESCO ACTVELY MNGD ETC FD

3.13%

Shares28.0K

Event2026-03-31

Filed2026-05-18

LLY

ELI LILLY & CO

-1.34%

Shares517

Event2026-03-31

Filed2026-05-18

TOTALENERGIES SE

New

Shares5.2K

Event2026-03-31

Filed2026-05-18

AMD

ADVANCED MICRO DEVICES INC

-0.52%

Shares2.3K

Event2026-03-31

Filed2026-05-18

SDVY

FIRST TR EXCHANGE TRADED FD

125.09%

Shares11.9K

Event2026-03-31

Filed2026-05-18

WEYERHAEUSER CO

8.42%

Shares18.7K

Event2026-03-31

Filed2026-05-18

PATH

UIPATH INC

20.02%

Shares40.3K

Event2026-03-31

Filed2026-05-18

BABA

ALIBABA GROUP HLDG LTD

4.91%

Shares3.5K

Event2026-03-31

Filed2026-05-18

SPOT

SPOTIFY TECHNOLOGY S A

-0.56%

Shares890

Event2026-03-31

Filed2026-05-18

SLYG

SPDR SERIES TRUST

New

Shares4.4K

Event2026-03-31

Filed2026-05-18

FPE

FIRST TR EXCH TRADED FD III

18.38%

Shares24.0K

Event2026-03-31

Filed2026-05-18

KNG

FIRST TR EXCHANGE-TRADED FD

5.57%

Shares8.5K

Event2026-03-31

Filed2026-05-18

FEX

FIRST TR EXCHANGE-TRADED ALP

-4.69%

Shares3.4K

Event2026-03-31

Filed2026-05-18

VTEB

VANGUARD MUN BD FDS

11.29%

Shares8.1K

Event2026-03-31

Filed2026-05-18

SPYG

SPDR SERIES TRUST

-16.64%

Shares4.0K

Event2026-03-31

Filed2026-05-18

SLYV

SPDR SERIES TRUST

-6.46%

Shares4.2K

Event2026-03-31

Filed2026-05-18

SLV

ISHARES SILVER TR

4.52%

Shares5.8K

Event2026-03-31

Filed2026-05-18

AVUV

AMERICAN CENTY ETF TR

-0.51%

Shares3.5K

Event2026-03-31

Filed2026-05-18

OKTA

OKTA INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-18

ENB

ENBRIDGE INC

15.64%

Shares6.8K

Event2026-03-31

Filed2026-05-18

ABBV

ABBVIE INC

-2.08%

Shares1.6K

Event2026-03-31

Filed2026-05-18

PFE

PFIZER INC

-10.92%

Shares12.7K

Event2026-03-31

Filed2026-05-18

VERIZON COMMUNICATIONS INC

-20.84%

Shares7.0K

Event2026-03-31

Filed2026-05-18

JQUA

J P MORGAN EXCHANGE TRADED F

60.90%

Shares5.6K

Event2026-03-31

Filed2026-05-18

PYPL

PAYPAL HLDGS INC

0.73%

Shares7.4K

Event2026-03-31

Filed2026-05-18

TFC

TRUIST FINL CORP

-0.06%

Shares7.0K

Event2026-03-31

Filed2026-05-18

SNY

SANOFI SA

41.50%

Shares6.7K

Event2026-03-31

Filed2026-05-18

DIVB

ISHARES TR

1.36%

Shares6.0K

Event2026-03-31

Filed2026-05-18

PROCTER & GAMBLE CO

1.05%

Shares2.2K

Event2026-03-31

Filed2026-05-18

DEERE & CO

0.00%

Shares560

Event2026-03-31

Filed2026-05-18

USB

US BANCORP

15.61%

Shares6.0K

Event2026-03-31

Filed2026-05-18

PNC

PNC FINL SVCS GROUP INC

7.46%

Shares1.5K

Event2026-03-31

Filed2026-05-18

XLE

SELECT SECTOR SPDR TR

98.48%

Shares5.1K

Event2026-03-31

Filed2026-05-18

BTI

BRITISH AMERN TOB PLC

28.14%

Shares5.3K

Event2026-03-31

Filed2026-05-18

FIRSTENERGY CORP

New

Shares6.0K

Event2026-03-31

Filed2026-05-18

HOME DEPOT INC

0.00%

Shares916

Event2026-03-31

Filed2026-05-18

CME

CME GROUP INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-18

QTEC

FIRST TR EXCHANGE-TRADED FD

7.27%

Shares1.4K

Event2026-03-31

Filed2026-05-18

PAYX

PAYCHEX INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-18

PINS

PINTEREST INC

39.70%

Shares15.9K

Event2026-03-31

Filed2026-05-18

PLD

PROLOGIS INC.

12.64%

Shares2.2K

Event2026-03-31

Filed2026-05-18

AFL

AFLAC INC

-5.47%

Shares2.6K

Event2026-03-31

Filed2026-05-18