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The Analysis of IMG Wealth Management, Inc.'s Holdings & P&L

Currently, IMG Wealth Management, Inc. holds 506 types of securities in its portfolio with a total value $156.9M. In the most recent quarter, they have increased their positions in LMBS (+32.5K shares, valued at $1.6M), AVDV (+15.6K shares, valued at $1.6M), FEM (+42.7K shares, valued at $1.3M); decreased their positions in ICSH (-26.6K shares, valued at $1.3M), CGGR (-29.5K shares, valued at $1.2M), N/A (-567 shares, valued at $327.3K); initiated new positions in AVDV (+15.6K shares, valued at $1.6M), FEM (+42.7K shares, valued at $1.3M), IEF (+4.0K shares, valued at $378.8K).

1M P&L

+4.5M+2.92%

3M P&L

+6.4M+4.21%

HY P&L

+13.2M+9.14%

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/A132.8M

88.8%

2Software - Infrastructure1.8M

1.2%

3Semiconductors1.4M

1.0%

Top Industries by Stock Count

1N/A197 stocks

36.2%

2Software - Application16 stocks

2.9%

3Utilities - Regulated Electric13 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BUFR FIRST TR EXCHNG TRADED FD VI490.4K shares2.22%2026-03-312026-05-15

CGDV CAPITAL GROUP DIVIDEND VALUE274.6K shares4.44%2026-03-312026-05-15

BUFQ FIRST TR EXCHNG TRADED FD VI287.6K shares2.96%2026-03-312026-05-15

BUFD FIRST TR EXCHNG TRADED FD VI303.1K shares2.64%2026-03-312026-05-15

FTLS FIRST TR EXCH TRADED FD III96.9K shares9.73%2026-03-312026-05-15

FGD FIRST TR EXCHANGE-TRADED FD192.6K shares-1.53%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD83.8K shares6.45%2026-03-312026-05-15

VTV VANGUARD INDEX FDS28.9K shares6.97%2026-03-312026-05-15

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD139.7K shares-4.40%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II21.1K shares16.51%2026-03-312026-05-15

SPYM SPDR SERIES TRUST55.8K shares9.71%2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF102.3K shares-22.38%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR5.1K shares-10.00%2026-03-312026-05-15

UOCT INNOVATOR ETFS TRUST65.9K shares-1.21%2026-03-312026-05-15

UJUL INNOVATOR ETFS TRUST64.1K shares-0.44%2026-03-312026-05-15

UJAN INNOVATOR ETFS TRUST49.6K shares-2.26%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.5K shares-13.17%2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD22.0K shares-12.68%2026-03-312026-05-15

UDEC INNOVATOR ETFS TRUST51.3K shares-1.03%2026-03-312026-05-15

LMBS FIRST TR EXCHANGE-TRADED FD32.6K shares58089.29%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR15.6K sharesnew addition2026-03-312026-05-15

SLV ISHARES SILVER TR21.3K shares0.00%2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD24.1K shares-2.17%2026-03-312026-05-15

UAPR INNOVATOR ETFS TRUST39.1K shares26.32%2026-03-312026-05-15

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FEM FIRST TR EXCH TRD ALPHDX FD42.7K sharesnew addition2026-03-312026-05-15

ICSH ISHARES TR23.2K shares-53.35%2026-03-312026-05-15

UJUN INNOVATOR ETFS TRUST28.1K shares-0.02%2026-03-312026-05-15

AAPL APPLE INC3.6K shares-25.08%2026-03-312026-05-15

ZJUL INNOVATOR ETFS TRUST30.2K shares-0.95%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON3.6K shares-1.11%2026-03-312026-05-15

UMAR INNOVATOR ETFS TRUST21.3K shares1.19%2026-03-312026-05-15

QFLR INNOVATOR ETFS TRUST25.2K shares9.66%2026-03-312026-05-15

Sponsored

ZMAR INNOVATOR ETFS TRUST28.7K shares48.50%2026-03-312026-05-15

BJUL INNOVATOR ETFS TRUST15.7K shares0.00%2026-03-312026-05-15

AOR ISHARES TR9.9K shares-13.97%2026-03-312026-05-15

SFLR INNOVATOR ETFS TRUST17.5K shares-6.17%2026-03-312026-05-15

ZFEB INNOVATOR ETFS TRUST24.3K shares0.00%2026-03-312026-05-15

BDEC INNOVATOR ETFS TRUST12.7K shares-3.80%2026-03-312026-05-15

VB VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-15

UFEB INNOVATOR ETFS TRUST15.4K shares7.06%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION3.0K shares-31.90%2026-03-312026-05-15

GFEB FIRST TR EXCHNG TRADED FD VI12.8K shares-33.84%2026-03-312026-05-15

FAUG FIRST TR EXCHNG TRADED FD VI10.0K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.8K shares-7.91%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC607 shares0.66%2026-03-312026-05-15

UNOV INNOVATOR ETFS TRUST12.8K shares0.00%2026-03-312026-05-15

MOAT VANECK ETF TRUST4.9K shares-11.39%2026-03-312026-05-15

SMH VANECK ETF TRUST1.2K shares0.00%2026-03-312026-05-15

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD9.6K shares-1.69%2026-03-312026-05-15

BOCT INNOVATOR ETFS TRUST8.9K shares-0.52%2026-03-312026-05-15

XMAR FIRST TR EXCHNG TRADED FD VI10.3K shares0.00%2026-03-312026-05-15

ZOCT INNOVATOR ETFS TRUST15.5K shares-2.11%2026-03-312026-05-15

UMAY INNOVATOR ETFS TRUST11.1K shares-0.05%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.4K shares-18.73%2026-03-312026-05-15

IEF ISHARES TR4.0K sharesnew addition2026-03-312026-05-15

MSFT MICROSOFT CORP1.0K shares-40.54%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC518 shares-2.26%2026-03-312026-05-15

BUFF INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-05-15

DAUG FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2026-03-312026-05-15

COWZ PACER FDS TR5.3K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.3.1K shares-2.52%2026-03-312026-05-15

BSEP INNOVATOR ETFS TRUST6.0K shares0.00%2026-03-312026-05-15

GAUG FIRST TR EXCHNG TRADED FD VI7.5K shares-25.08%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION289 shares-1.70%2026-03-312026-05-15

Sponsored

BAUG INNOVATOR ETFS TRUST5.9K shares0.00%2026-03-312026-05-15

BFEB INNOVATOR ETFS TRUST6.0K sharesnew addition2026-03-312026-05-15

QYLD GLOBAL X FDS16.7K shares8.83%2026-03-312026-05-15

USEP INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-05-15

XSEP FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.7K shares-4.68%2026-03-312026-05-15

PAVE GLOBAL X FDS5.3K shares-0.54%2026-03-312026-05-15

DMAY FIRST TR EXCHNG TRADED FD VI5.9K shares0.00%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-44.49%2026-03-312026-05-15

WMT WALMART INC2.1K shares-8.00%2026-03-312026-05-15

ZDEK INNOVATOR ETFS TRUST10.3K shares0.00%2026-03-312026-05-15

XJUN FIRST TR EXCHNG TRADED FD VI6.0K shares-8.08%2026-03-312026-05-15

UAUG INNOVATOR ETFS TRUST6.6K shares-0.18%2026-03-312026-05-15

LOW LOWES COS INC1.1K shares-6.70%2026-03-312026-05-15

AMZN AMAZON COM INC1.2K shares-41.93%2026-03-312026-05-15

BJAN INNOVATOR ETFS TRUST4.8K sharesnew addition2026-03-312026-05-15

Sponsored

TLT ISHARES TR2.9K shares6953.66%2026-03-312026-05-15

ZAUG INNOVATOR ETFS TRUST9.3K shares0.00%2026-03-312026-05-15

BNOV INNOVATOR ETFS TRUST5.6K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP1.4K shares-56.24%2026-03-312026-05-15

ZNOV INNOVATOR ETFS TRUST9.0K shares0.00%2026-03-312026-05-15

ZAPR INNOVATOR ETFS TRUST9.0K sharesnew addition2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP339 shares67.00%2026-03-312026-05-15

HCA HCA HEALTHCARE INC474 shares1.28%2026-03-312026-05-15

Sponsored

T AT&T INC7.7K shares-20.76%2026-03-312026-05-15

TPR TAPESTRY INC1.6K shares1.75%2026-03-312026-05-15

ALPHABET INC ALPHABET INC770 shares-26.10%2026-03-312026-05-15

KO COCA COLA CO2.9K shares-11.21%2026-03-312026-05-15

BOTZ GLOBAL X FDS6.5K shares-2.02%2026-03-312026-05-15

FTQI FIRST TR EXCHANGE TRADED FD10.8K shares16.21%2026-03-312026-05-15

ORCL ORACLE CORP1.5K shares-42.51%2026-03-312026-05-15

HYLS FIRST TR EXCHANGE-TRADED FD5.1K shares12.33%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR2.3K shares-28.86%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS847 shares-14.36%2026-03-312026-05-15

MP MP MATERIALS CORP4.2K shares0.00%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST5.1K shares0.00%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR6.5K sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS1.5K shares-4.35%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.4K shares-12.14%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.3K shares-18.26%2026-03-312026-05-15

Sponsored

PNOV INNOVATOR ETFS TRUST4.4K shares0.00%2026-03-312026-05-15

RTX RTX CORPORATION918 shares267.20%2026-03-312026-05-15

TSLA TESLA INC474 shares-36.80%2026-03-312026-05-15

QCOM QUALCOMM INC1.3K shares-37.03%2026-03-312026-05-15

V VISA INC536 shares-31.72%2026-03-312026-05-15

USMV ISHARES TR1.7K shares-50.00%2026-03-312026-05-15

ICF ISHARES TR2.5K shares0.00%2026-03-312026-05-15

MTUM ISHARES TR635 shares0.00%2026-03-312026-05-15

Sponsored

AXP AMERICAN EXPRESS CO502 shares-7.21%2026-03-312026-05-15

XYLD GLOBAL X FDS3.9K shares32.09%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF3.8K shares0.00%2026-03-312026-05-15

BUFY FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2026-03-312026-05-15

HNDL STRATEGY SHS6.5K shares3.37%2026-03-312026-05-15

MARM FIRST TR EXCHNG TRADED FD VI4.2K shares-5.23%2026-03-312026-05-15

HD HOME DEPOT INC422 shares-12.08%2026-03-312026-05-15

BMAR INNOVATOR ETFS TRUST2.6K shares2.06%2026-03-312026-05-15

Sponsored

WM WASTE MGMT INC DEL586 shares2.63%2026-03-312026-05-15

MUNI PIMCO ETF TR2.5K shares93.90%2026-03-312026-05-15

STZ CONSTELLATION BRANDS INC858 shares-0.23%2026-03-312026-05-15

FTHI FIRST TR EXCHANGE TRADED FD5.6K shares15.79%2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III2.5K shares96.20%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL258 shares-14.29%2026-03-312026-05-15

DPZ DOMINOS PIZZA INC343 shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC1.6K shares20.57%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC1.7K shares0.42%2026-03-312026-05-15

PZA INVESCO EXCH TRADED FD TR II5.2K shares93.98%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI4.5K shares0.00%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T181 shares0.00%2026-03-312026-05-15

IUSV ISHARES TR1.1K shares0.00%2026-03-312026-05-15

IVV ISHARES TR177 shares-71.77%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP190 shares-4.52%2026-03-312026-05-15

XOCT FIRST TR EXCHNG TRADED FD VI2.8K shares0.00%2026-03-312026-05-15

Sponsored

BKLN INVESCO EXCH TRADED FD TR II5.2K shares9.62%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC643 shares16.49%2026-03-312026-05-15

INTU INTUIT237 shares9.72%2026-03-312026-05-15

VXUS VANGUARD STAR FDS1.3K sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA CORP2.1K shares-59.85%2026-03-312026-05-15

MCD MCDONALDS CORP318 shares4.95%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC349 shares-28.19%2026-03-312026-05-15

KNG FIRST TR EXCHANGE-TRADED FD1.9K shares-3.94%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO646 shares-22.91%2026-03-312026-05-15

YUM YUM BRANDS INC575 shares0.00%2026-03-312026-05-15

VO VANGUARD INDEX FDS307 shares0.00%2026-03-312026-05-15

GOCT FIRST TR EXCHNG TRADED FD VI2.2K shares-27.16%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC284 shares2.90%2026-03-312026-05-15

OKTA OKTA INC925 shares0.00%2026-03-312026-05-15

TFLO ISHARES TR1.4K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION332 shares-8.03%2026-03-312026-05-15

Sponsored

IJH ISHARES TR958 shares-43.91%2026-03-312026-05-15

INTC INTEL CORP1.5K shares125.77%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST1.6K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-05-15

RDVI FIRST TR EXCHANGE-TRADED FD2.3K shares21.17%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC174 shares-5.43%2026-03-312026-05-15

STIP ISHARES TR543 shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC162 shares23.66%2026-03-312026-05-15

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI1.9K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP255 shares-34.62%2026-03-312026-05-15

FUMB FIRST TR EXCH TRADED FD III2.7K shares96.38%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS1.1K shares95.29%2026-03-312026-05-15

TXN TEXAS INSTRS INC276 shares135.90%2026-03-312026-05-15

ADBE ADOBE INC220 shares-9.09%2026-03-312026-05-15

XBAP INNOVATOR ETFS TRUST1.4K shares0.00%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II724 shares0.14%2026-03-312026-05-15

Sponsored

SHW SHERWIN WILLIAMS CO165 shares-19.51%2026-03-312026-05-15

META META PLATFORMS INC91 shares-61.28%2026-03-312026-05-15

IWM ISHARES TR209 shares9.42%2026-03-312026-05-15

FAPR FIRST TR EXCHNG TRADED FD VI1.1K shares0.00%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC998 shares-25.24%2026-03-312026-05-15

IXC ISHARES TR862 shares-16.80%2026-03-312026-05-15

KLAC KLA CORP33 shares73.68%2026-03-312026-05-15

APH AMPHENOL CORP381 shares76.39%2026-03-312026-05-15

Sponsored

ADI ANALOG DEVICES INC151 shares65.93%2026-03-312026-05-15

GNOV FIRST TR EXCHNG TRADED FD VI1.2K shares0.00%2026-03-312026-05-15

SLYG SPDR SERIES TRUST462 shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC132 shares-41.33%2026-03-312026-05-15

DX DYNEX CAP INC3.4K shares55.85%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC354 shares151.06%2026-03-312026-05-15

GLW CORNING INC319 sharesnew addition2026-03-312026-05-15

PALC PACER FDS TR834 shares0.00%2026-03-312026-05-15

Sponsored

TJX TJX COS INC NEW265 shares52.30%2026-03-312026-05-15

SPSM SPDR SERIES TRUST869 shares0.00%2026-03-312026-05-15

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL102 shares50.00%2026-03-312026-05-15

XSLV INVESCO EXCH TRADED FD TR II832 shares0.00%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC320 shares-11.60%2026-03-312026-05-15

KTOS KRATOS DEFENSE & SEC SOLUTIO527 shares427.00%2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.572 shares1687.50%2026-03-312026-05-15

XNOV FIRST TR EXCHNG TRADED FD VI983 shares-14.60%2026-03-312026-05-15

Sponsored

SPAB SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-15

DAPR FIRST TR EXCHNG TRADED FD VI848 shares0.00%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP124 shares853.85%2026-03-312026-05-15

GBIL GOLDMAN SACHS ETF TR327 shares0.93%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO534 shares21.36%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR675 shares0.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS689 shares0.00%2026-03-312026-05-15

EFA ISHARES TR323 shares30.24%2026-03-312026-05-15

Sponsored

AMD ADVANCED MICRO DEVICES INC153 shares-15.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND155 shares134.85%2026-03-312026-05-15

SNPS SYNOPSYS INC76 sharesnew addition2026-03-312026-05-15

SNDK SANDISK CORP46 sharesnew addition2026-03-312026-05-15

DFAE DIMENSIONAL ETF TRUST855 shares0.00%2026-03-312026-05-15

VBK VANGUARD INDEX FDS95 shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC244 shares197.56%2026-03-312026-05-15

GAPR FIRST TR EXCHNG TRADED FD VI672 shares0.00%2026-03-312026-05-15

Sponsored

RCL ROYAL CARIBBEAN GROUP98 sharesnew addition2026-03-312026-05-15

SOLV SOLVENTUM CORP412 shares0.00%2026-03-312026-05-15

MAR MARRIOTT INTL INC NEW82 shares100.00%2026-03-312026-05-15

IRM IRON MTN INC DEL261 shares6.97%2026-03-312026-05-15

SPTL SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS561 shares0.00%2026-03-312026-05-15

BAPR INNOVATOR ETFS TRUST531 shares0.00%2026-03-312026-05-15

BUFG FIRST TR EXCHNG TRADED FD VI963 shares-16.91%2026-03-312026-05-15

Sponsored

MUB ISHARES TR241 shares79.85%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC6 shares100.00%2026-03-312026-05-15

FMAR FIRST TR EXCHNG TRADED FD VI517 shares0.00%2026-03-312026-05-15

PFE PFIZER INC877 shares-73.66%2026-03-312026-05-15

GMAR FIRST TR EXCHNG TRADED FD VI588 shares0.00%2026-03-312026-05-15

PGR PROGRESSIVE CORP121 shares95.16%2026-03-312026-05-15

APP APPLOVIN CORP60 shares361.54%2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC84 shares281.82%2026-03-312026-05-15

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC737 shares268.50%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC51 shares15.91%2026-03-312026-05-15

BA BOEING CO117 shares-48.46%2026-03-312026-05-15

WSM WILLIAMS SONOMA INC125 shares861.54%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP242 shares35.96%2026-03-312026-05-15

GEV GE VERNOVA INC26 shares-56.67%2026-03-312026-05-15

TMF DIREXION SHARES ETF TRUST613 shares0.00%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC217 shares-65.72%2026-03-312026-05-15

Sponsored

ABNB AIRBNB INC169 shares382.86%2026-03-312026-05-15

DIS DISNEY WALT CO220 shares-59.26%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC228 shares125.74%2026-03-312026-05-15

HLT HILTON WORLDWIDE HLDGS INC69 shares72.50%2026-03-312026-05-15

KBWD INVESCO EXCH TRADED FD TR II1.7K shares14.69%2026-03-312026-05-15

VOT VANGUARD INDEX FDS81 shares0.00%2026-03-312026-05-15

ROST ROSS STORES INC94 shares1780.00%2026-03-312026-05-15

LINDE PLC LINDE PLC41 shares2.50%2026-03-312026-05-15

Sponsored

SYK STRYKER CORPORATION59 shares59.46%2026-03-312026-05-15

XDEC FIRST TR EXCHNG TRADED FD VI480 shares0.00%2026-03-312026-05-15

CB CHUBB LTD SWITZ59 shares-11.94%2026-03-312026-05-15

CME CME GROUP INC65 shares85.71%2026-03-312026-05-15

CALF PACER FDS TR424 shares0.00%2026-03-312026-05-15

ZJAN INNOVATOR ETFS TRUST680 shares0.00%2026-03-312026-05-15

EME EMCOR GROUP INC25 shares13.64%2026-03-312026-05-15

ICE INTERCONTINENTAL EXCHANGE IN117 shares290.00%2026-03-312026-05-15

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AMGN AMGEN INC52 shares-1.89%2026-03-312026-05-15

NEE NEXTERA ENERGY INC195 shares-30.11%2026-03-312026-05-15

PEP PEPSICO INC110 shares-30.38%2026-03-312026-05-15

CMCSA COMCAST CORP NEW585 shares-29.86%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP91 shares106.82%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC37 shares-45.59%2026-03-312026-05-15

GJUN FIRST TR EXCHNG TRADED FD VI412 shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP64 shares-13.51%2026-03-312026-05-15

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HACK AMPLIFY ETF TR203 shares0.00%2026-03-312026-05-15

ZSEP INNOVATOR ETFS TRUST569 shares0.00%2026-03-312026-05-15

SBUX STARBUCKS CORP163 shares-16.84%2026-03-312026-05-15

DJT TRUMP MEDIA & TECHNOLOGY GRO1.6K shares11.51%2026-03-312026-05-15

SPGI S&P GLOBAL INC34 shares17.24%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO167 shares-21.96%2026-03-312026-05-15

DRI DARDEN RESTAURANTS INC71 sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC.102 shares34.21%2026-03-312026-05-15

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SHOC EA SERIES TRUST187 shares0.00%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE47 shares-72.35%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC80 shares1.27%2026-03-312026-05-15

NDAQ NASDAQ INC153 sharesnew addition2026-03-312026-05-15

MCK MCKESSON CORP15 shares66.67%2026-03-312026-05-15

AIQ GLOBAL X FDS277 shares0.00%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC46 shares557.14%2026-03-312026-05-15

SYM SYMBOTIC INC239 shares0.00%2026-03-312026-05-15

Sponsored

HON HONEYWELL INTL INC56 shares-13.85%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC35 shares-47.76%2026-03-312026-05-15

AIG AMERICAN INTL GROUP INC161 shares93.98%2026-03-312026-05-15

AFL AFLAC INC110 shares89.66%2026-03-312026-05-15

MDXG MIMEDX GROUP INC2.9K shares0.00%2026-03-312026-05-15

ELV ELEVANCE HEALTH INC FORMERLY39 shares387.50%2026-03-312026-05-15

IBKR INTERACTIVE BROKERS GROUP IN165 sharesnew addition2026-03-312026-05-15

KKR & CO INC KKR & CO INC117 shares3800.00%2026-03-312026-05-15

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GEHC GE HEALTHCARE TECHNOLOGIES I152 shares913.33%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP12 shares33.33%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP90 shares-11.76%2026-03-312026-05-15

MVST MICROVAST HOLDINGS INC7.1K shares0.00%2026-03-312026-05-15

WSO WATSCO INC29 shares-44.23%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR171 shares0.59%2026-03-312026-05-15

ROBT FIRST TR EXCHANGE TRADED FD225 shares0.00%2026-03-312026-05-15

GILD GILEAD SCIENCES INC74 shares-67.11%2026-03-312026-05-15

Sponsored

CBOE CBOE GLOBAL MKTS INC36 sharesnew addition2026-03-312026-05-15

USAR USA RARE EARTH INC663 shares306.75%2026-03-312026-05-15

AMT AMERICAN TOWER CORP58 shares-58.27%2026-03-312026-05-15

EA ELECTRONIC ARTS INC49 shares88.46%2026-03-312026-05-15

BP BP PLC212 shares0.00%2026-03-312026-05-15

TMUS T-MOBILE US INC47 shares14.63%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR67 shares0.00%2026-03-312026-05-15

JCI JOHNSON CONTROLS INTERNATION74 shares-46.76%2026-03-312026-05-15

Sponsored

EEM ISHARES TR169 shares29.01%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC86 shares273.91%2026-03-312026-05-15

GLD SPDR GOLD TR22 sharesnew addition2026-03-312026-05-15

XYZ BLOCK INC157 shares29.75%2026-03-312026-05-15

SPTM SPDR SERIES TRUST119 shares-50.21%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP27 shares-44.90%2026-03-312026-05-15

IGV ISHARES TR115 shares0.00%2026-03-312026-05-15

LLY ELI LILLY & CO10 shares-87.95%2026-03-312026-05-15

Sponsored

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC400 shares-26.34%2026-03-312026-05-15

DHR DANAHER CORP DEL48 shares-48.94%2026-03-312026-05-15

SRE SEMPRA93 shares-27.34%2026-03-312026-05-15

FTSL FIRST TR EXCHANGE-TRADED FD201 shares0.00%2026-03-312026-05-15

HWM HOWMET AEROSPACE INC39 shares105.26%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL268 shares82.31%2026-03-312026-05-15

SHY ISHARES TR108 shares0.00%2026-03-312026-05-15

UNM UNUM GROUP121 sharesnew addition2026-03-312026-05-15

Sponsored

APD AIR PRODUCTS AND CHEMICALS I30 shares-28.57%2026-03-312026-05-15

CMI CUMMINS INC16 shares220.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC146 shares-41.60%2026-03-312026-05-15

IYC ISHARES TR88 shares0.00%2026-03-312026-05-15

AME AMETEK INC39 shares-2.50%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T111 shares0.00%2026-03-312026-05-15

ARTY ISHARES TR179 shares0.00%2026-03-312026-05-15

WRB BERKLEY W R CORP125 shares278.79%2026-03-312026-05-15

Sponsored

WST WEST PHARMACEUTICAL SVSC INC33 shares1550.00%2026-03-312026-05-15

GM GENERAL MTRS CO111 shares-35.47%2026-03-312026-05-15

BRO BROWN & BROWN INC125 sharesnew addition2026-03-312026-05-15

USB US BANCORP156 shares-71.43%2026-03-312026-05-15

DLR DIGITAL RLTY TR INC45 shares-16.67%2026-03-312026-05-15

BUFT FIRST TR EXCHNG TRADED FD VI323 shares-40.95%2026-03-312026-05-15

HOLX HOLOGIC INC106 sharesnew addition2026-03-312026-05-15

MRGR PROSHARES TR173 shares0.00%2026-03-312026-05-15

Sponsored

MPC MARATHON PETE CORP32 shares-68.63%2026-03-312026-05-15

CTAS CINTAS CORP45 shares-50.00%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC29 shares190.00%2026-03-312026-05-15

DASH DOORDASH INC50 sharesnew addition2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC36 shares-77.64%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR45 shares0.00%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD36 shares0.00%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC36 shares100.00%2026-03-312026-05-15

Sponsored

SPG SIMON PPTY GROUP INC NEW38 shares-41.54%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC33 shares175.00%2026-03-312026-05-15

BIL SPDR SERIES TRUST76 shares1.33%2026-03-312026-05-15

D DOMINION ENERGY INC112 shares-13.85%2026-03-312026-05-15

VLO VALERO ENERGY CORP28 shares64.71%2026-03-312026-05-15

ALL ALLSTATE CORP33 shares37.50%2026-03-312026-05-15

NEM NEWMONT CORP63 shares-1.56%2026-03-312026-05-15

MS MORGAN STANLEY41 shares-61.32%2026-03-312026-05-15

Sponsored

TT TRANE TECHNOLOGIES PLC16 shares-56.76%2026-03-312026-05-15

A AGILENT TECHNOLOGIES INC58 shares163.64%2026-03-312026-05-15

MA MASTERCARD INCORPORATED13 shares-86.87%2026-03-312026-05-15

MAGS LISTED FDS TR112 shares0.00%2026-03-312026-05-15

CAH CARDINAL HEALTH INC30 shares650.00%2026-03-312026-05-15

FIXD FIRST TR EXCHNG TRADED FD VI143 shares0.00%2026-03-312026-05-15

DE DEERE & CO11 shares-66.67%2026-03-312026-05-15

ECL ECOLAB INC23 shares35.29%2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO46 shares-55.77%2026-03-312026-05-15

MTB M & T BK CORP29 shares-30.95%2026-03-312026-05-15

KEY KEYCORP298 shares55.21%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC45 shares-38.36%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC34 shares-54.05%2026-03-312026-05-15

SO SOUTHERN CO61 shares-85.55%2026-03-312026-05-15

ETR ENTERGY CORP NEW52 shares-75.81%2026-03-312026-05-15

BDX BECTON DICKINSON & CO37 shares-7.50%2026-03-312026-05-15

Sponsored

ABT ABBOTT LABORATORIES57 shares-81.49%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC6 shares-62.50%2026-03-312026-05-15

FLY FIREFLY AEROSPACE INC200 sharesnew addition2026-03-312026-05-15

BARON ETF TR BARON ETF TR248 sharesnew addition2026-03-312026-05-15

KR KROGER CO77 shares83.33%2026-03-312026-05-15

WELL WELLTOWER INC28 shares-12.50%2026-03-312026-05-15

IBB ISHARES TR33 shares0.00%2026-03-312026-05-15

RF REGIONS FINANCIAL CORP NEW209 shares-38.71%2026-03-312026-05-15

Sponsored

CROWN CASTLE INC CROWN CASTLE INC67 shares-58.90%2026-03-312026-05-15

NUE NUCOR CORP32 sharesnew addition2026-03-312026-05-15

NKE NIKE INC102 shares-48.22%2026-03-312026-05-15

WAT WATERS CORP18 sharesnew addition2026-03-312026-05-15

NI NISOURCE INC113 shares36.14%2026-03-312026-05-15

CVS CVS HEALTH CORP73 shares87.18%2026-03-312026-05-15

CMS CMS ENERGY CORP66 shares57.14%2026-03-312026-05-15

PCG PG&E CORP289 shares30.77%2026-03-312026-05-15

Sponsored

CNC CENTENE CORP DEL154 shares-10.47%2026-03-312026-05-15

PWR QUANTA SVCS INC9 shares12.50%2026-03-312026-05-15

IHE ISHARES TR57 shares0.00%2026-03-312026-05-15

EOG EOG RES INC34 shares9.68%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN25 shares-16.67%2026-03-312026-05-15

EQR EQUITY RESIDENTIAL81 shares84.09%2026-03-312026-05-15

CENCORA INC CENCORA INC15 shares-31.82%2026-03-312026-05-15

HST HOST HOTELS & RESORTS INC241 shares125.23%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR101 shares1.00%2026-03-312026-05-15

UUP INVESCO DB US DLR INDEX TR164 shares0.00%2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC165 shares-50.45%2026-03-312026-05-15

WAB WABTEC18 sharesnew addition2026-03-312026-05-15

MDLZ MONDELEZ INTL INC78 shares-45.07%2026-03-312026-05-15

SIVR ABRDN SILVER ETF TRUST62 shares40.91%2026-03-312026-05-15

CSX CSX CORP108 shares40.26%2026-03-312026-05-15

SYY SYSCO CORP61 shares-57.93%2026-03-312026-05-15

Sponsored

SPMD SPDR SERIES TRUST73 shares0.00%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC11 shares-77.55%2026-03-312026-05-15

NRG NRG ENERGY INC29 shares625.00%2026-03-312026-05-15

IYR ISHARES TR44 shares0.00%2026-03-312026-05-15

WDAY WORKDAY INC31 shares-39.22%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC35 shares-2.78%2026-03-312026-05-15

ASML ASML HLDG NV3 shares0.00%2026-03-312026-05-15

BALL BALL CORP67 shares644.44%2026-03-312026-05-15

Sponsored

DAL DELTA AIR LINES INC59 shares-74.57%2026-03-312026-05-15

ZBH ZIMMER BIOMET HOLDINGS INC43 shares-24.56%2026-03-312026-05-15

EFX EQUIFAX INC21 sharesnew addition2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS48 shares0.00%2026-03-312026-05-15

IFF INTERNATIONAL FLAVORS&FRAGRA50 shares150.00%2026-03-312026-05-15

PPL PPL CORP94 shares-45.66%2026-03-312026-05-15

MO ALTRIA GROUP INC53 shares430.00%2026-03-312026-05-15

SGOV ISHARES TR35 shares2.94%2026-03-312026-05-15

Sponsored

MGNX MACROGENICS INC1.1K shares0.00%2026-03-312026-05-15

CTVA CORTEVA INC39 sharesnew addition2026-03-312026-05-15

ALB ALBEMARLE CORP18 shares0.00%2026-03-312026-05-15

FTBI FIRST TR EXCHANGE TRADED FD154 shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC35 shares-75.18%2026-03-312026-05-15

EXC EXELON CORP61 shares-73.25%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP46 shares360.00%2026-03-312026-05-15

IHI ISHARES TR56 shares-71.57%2026-03-312026-05-15

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO48 shares-64.96%2026-03-312026-05-15

EQIX EQUINIX INC3 shares-40.00%2026-03-312026-05-15

PHM PULTE GROUP INC25 sharesnew addition2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP11 shares-72.50%2026-03-312026-05-15

NSC NORFOLK SOUTHN CORP10 shares42.86%2026-03-312026-05-15

BHP BHP BILLITON LIMITED39 shares0.00%2026-03-312026-05-15

SCZ ISHARES TR36 shares300.00%2026-03-312026-05-15

LII LENNOX INTL INC6 sharesnew addition2026-03-312026-05-15

Sponsored

DGRO ISHARES TR39 shares0.00%2026-03-312026-05-15

GIS GENERAL MILLS INC70 shares59.09%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC36 shares12.50%2026-03-312026-05-15

BKR BAKER HUGHES COMPANY40 shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC11 shares0.00%2026-03-312026-05-15

JPME J P MORGAN EXCHANGE TRADED F21 shares0.00%2026-03-312026-05-15

SWARMER INC SWARMER INC50 sharesnew addition2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS3 shares-70.00%2026-03-312026-05-15

Sponsored

STT STATE STR CORP18 shares200.00%2026-03-312026-05-15

PEG PUBLIC SVC ENTERPRISE GROUP28 shares211.11%2026-03-312026-05-15

ZTS ZOETIS INC19 shares-48.65%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC37 shares164.29%2026-03-312026-05-15

UAL UNITED AIRLS HLDGS INC24 shares-20.00%2026-03-312026-05-15

IEI ISHARES TR19 shares5.56%2026-03-312026-05-15

O REALTY INCOME CORP35 shares-30.00%2026-03-312026-05-15

PAYX PAYCHEX INC23 shares15.00%2026-03-312026-05-15

Sponsored

REG REGENCY CTRS CORP28 shares33.33%2026-03-312026-05-15

DON WISDOMTREE TR40 shares0.00%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC125 shares5.04%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP7 shares-80.56%2026-03-312026-05-15

MET METLIFE INC27 shares-67.86%2026-03-312026-05-15

BC BRUNSWICK CORP26 shares0.00%2026-03-312026-05-15

ACGL ARCH CAP GROUP LTD19 sharesnew addition2026-03-312026-05-15

FDX FEDEX CORP5 shares-58.33%2026-03-312026-05-15

Sponsored

DOW DOW HLDGS INC42 shares-23.64%2026-03-312026-05-15

MMM 3M CO12 sharesnew addition2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO6 shares-75.00%2026-03-312026-05-15

PPG PPG INDS INC15 shares200.00%2026-03-312026-05-15

CMBS ISHARES TR32 shares0.00%2026-03-312026-05-15

SLB SLB LIMITED30 shares-73.45%2026-03-312026-05-15

ES EVERSOURCE ENERGY22 shares-77.55%2026-03-312026-05-15

VST VISTRA CORP10 sharesnew addition2026-03-312026-05-15

Sponsored

CRM SALESFORCE INC8 shares-94.33%2026-03-312026-05-15

PCT PURECYCLE TECHNOLOGIES INC285 shares0.00%2026-03-312026-05-15

VMC VULCAN MATLS CO5 shares-16.67%2026-03-312026-05-15

ARKK ARK ETF TR20 shares0.00%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS9 shares0.00%2026-03-312026-05-15

J JACOBS SOLUTIONS INC10 sharesnew addition2026-03-312026-05-15

MRNA MODERNA INC25 shares92.31%2026-03-312026-05-15

OKE ONEOK INC NEW14 shares40.00%2026-03-312026-05-15

Sponsored

TGT TARGET CORP10 shares-88.76%2026-03-312026-05-15

DLTR DOLLAR TREE INC11 shares10.00%2026-03-312026-05-15

IR INGERSOLL RAND INC14 shares55.56%2026-03-312026-05-15

DEO DIAGEO PLC15 shares0.00%2026-03-312026-05-15

DES WISDOMTREE TR31 shares0.00%2026-03-312026-05-15

ATO ATMOS ENERGY CORP6 sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC5 shares-97.40%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW15 shares-87.18%2026-03-312026-05-15

Sponsored

ELDN ELEDON PHARMACEUTICALS INC352 sharesnew addition2026-03-312026-05-15

STLD STEEL DYNAMICS INC6 sharesnew addition2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC9 shares-75.00%2026-03-312026-05-15

CNP CENTERPOINT ENERGY INC24 sharesnew addition2026-03-312026-05-15

HUBBELL INC HUBBELL INC2 shares100.00%2026-03-312026-05-15

PFF ISHARES TR32 shares0.00%2026-03-312026-05-15

IEX IDEX CORP5 shares66.67%2026-03-312026-05-15

NOW SERVICENOW INC9 shares-97.35%2026-03-312026-05-15

Sponsored

BABA ALIBABA GROUP HLDG LTD7 shares0.00%2026-03-312026-05-15

AVY AVERY DENNISON CORP5 shares25.00%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO3 sharesnew addition2026-03-312026-05-15

KVUE KENVUE INC43 shares-95.64%2026-03-312026-05-15

EIX EDISON INTL10 shares-92.70%2026-03-312026-05-15

EL LAUDER ESTEE COS INC10 shares-85.07%2026-03-312026-05-15

AWK AMERICAN WTR WKS CO INC NEW5 shares25.00%2026-03-312026-05-15

IP INTERNATIONAL PAPER CO19 shares-67.24%2026-03-312026-05-15

Sponsored

EXE EXPAND ENERGY CORPORATION6 shares-70.00%2026-03-312026-05-15

RINF PROSHARES TR20 shares0.00%2026-03-312026-05-15

HAL HALLIBURTON CO15 sharesnew addition2026-03-312026-05-15

F FORD MTR CO49 shares-91.97%2026-03-312026-05-15

HBAN HUNTINGTON BANCSHARES INC36 shares-78.18%2026-03-312026-05-15

COIN COINBASE GLOBAL INC3 shares-92.31%2026-03-312026-05-15

APTIV PLC APTIV PLC7 shares0.00%2026-03-312026-05-15

VLTO VERALTO CORP5 sharesnew addition2026-03-312026-05-15

Sponsored

KDP KEURIG DR PEPPER INC15 shares-96.70%2026-03-312026-05-15

CGUS CAPITAL GROUP CORE EQUITY ET9 shares0.00%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1 shares0.00%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD1 shares0.00%2026-03-312026-05-15

BUFR

FIRST TR EXCHNG TRADED FD VI

2.22%

Shares490.4K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.44%

Shares274.6K

Event2026-03-31

Filed2026-05-15

BUFQ

FIRST TR EXCHNG TRADED FD VI

2.96%

Shares287.6K

Event2026-03-31

Filed2026-05-15

BUFD

FIRST TR EXCHNG TRADED FD VI

2.64%

Shares303.1K

Event2026-03-31

Filed2026-05-15

FTLS

FIRST TR EXCH TRADED FD III

9.73%

Shares96.9K

Event2026-03-31

Filed2026-05-15

FGD

FIRST TR EXCHANGE-TRADED FD

-1.53%

Shares192.6K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

6.45%

Shares83.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

6.97%

Shares28.9K

Event2026-03-31

Filed2026-05-15

SDVY

FIRST TR EXCHANGE TRADED FD

-4.40%

Shares139.7K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

16.51%

Shares21.1K

Event2026-03-31

Filed2026-05-15

SPYM

SPDR SERIES TRUST

9.71%

Shares55.8K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP GROWTH ETF

-22.38%

Shares102.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-10.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

UOCT

INNOVATOR ETFS TRUST

-1.21%

Shares65.9K

Event2026-03-31

Filed2026-05-15

UJUL

INNOVATOR ETFS TRUST

-0.44%

Shares64.1K

Event2026-03-31

Filed2026-05-15

UJAN

INNOVATOR ETFS TRUST

-2.26%

Shares49.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-13.17%

Shares3.5K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TR EXCHANGE-TRADED FD

-12.68%

Shares22.0K

Event2026-03-31

Filed2026-05-15

UDEC

INNOVATOR ETFS TRUST

-1.03%

Shares51.3K

Event2026-03-31

Filed2026-05-15

LMBS

FIRST TR EXCHANGE-TRADED FD

58089.29%

Shares32.6K

Event2026-03-31

Filed2026-05-15

AVDV

AMERICAN CENTY ETF TR

New

Shares15.6K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER TR

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-15

FTSM

FIRST TR EXCHANGE-TRADED FD

-2.17%

Shares24.1K

Event2026-03-31

Filed2026-05-15

UAPR

INNOVATOR ETFS TRUST

26.32%

Shares39.1K

Event2026-03-31

Filed2026-05-15

FEM

FIRST TR EXCH TRD ALPHDX FD

New

Shares42.7K

Event2026-03-31

Filed2026-05-15

ICSH

ISHARES TR

-53.35%

Shares23.2K

Event2026-03-31

Filed2026-05-15

UJUN

INNOVATOR ETFS TRUST

-0.02%

Shares28.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-25.08%

Shares3.6K

Event2026-03-31

Filed2026-05-15

ZJUL

INNOVATOR ETFS TRUST

-0.95%

Shares30.2K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

-1.11%

Shares3.6K

Event2026-03-31

Filed2026-05-15

UMAR

INNOVATOR ETFS TRUST

1.19%

Shares21.3K

Event2026-03-31

Filed2026-05-15

QFLR

INNOVATOR ETFS TRUST

9.66%

Shares25.2K

Event2026-03-31

Filed2026-05-15

ZMAR

INNOVATOR ETFS TRUST

48.50%

Shares28.7K

Event2026-03-31

Filed2026-05-15

BJUL

INNOVATOR ETFS TRUST

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

-13.97%

Shares9.9K

Event2026-03-31

Filed2026-05-15

SFLR

INNOVATOR ETFS TRUST

-6.17%

Shares17.5K

Event2026-03-31

Filed2026-05-15

ZFEB

INNOVATOR ETFS TRUST

0.00%

Shares24.3K

Event2026-03-31

Filed2026-05-15

BDEC

INNOVATOR ETFS TRUST

-3.80%

Shares12.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

UFEB

INNOVATOR ETFS TRUST

7.06%

Shares15.4K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-31.90%

Shares3.0K

Event2026-03-31

Filed2026-05-15

GFEB

FIRST TR EXCHNG TRADED FD VI

-33.84%

Shares12.8K

Event2026-03-31

Filed2026-05-15

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-7.91%

Shares1.8K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

0.66%

Shares607

Event2026-03-31

Filed2026-05-15

UNOV

INNOVATOR ETFS TRUST

0.00%

Shares12.8K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

-11.39%

Shares4.9K

Event2026-03-31

Filed2026-05-15

SMH

VANECK ETF TRUST

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TR EXCHANGE-TRADED FD

-1.69%

Shares9.6K

Event2026-03-31

Filed2026-05-15

BOCT

INNOVATOR ETFS TRUST

-0.52%

Shares8.9K

Event2026-03-31

Filed2026-05-15

XMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-15

ZOCT

INNOVATOR ETFS TRUST

-2.11%

Shares15.5K

Event2026-03-31

Filed2026-05-15

UMAY

INNOVATOR ETFS TRUST

-0.05%

Shares11.1K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-18.73%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IEF

ISHARES TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-40.54%

Shares1.0K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-2.26%

Shares518

Event2026-03-31

Filed2026-05-15

BUFF

INNOVATOR ETFS TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-05-15

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-15

COWZ

PACER FDS TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC.

-2.52%

Shares3.1K

Event2026-03-31

Filed2026-05-15

BSEP

INNOVATOR ETFS TRUST

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-15

GAUG

FIRST TR EXCHNG TRADED FD VI

-25.08%

Shares7.5K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

-1.70%

Shares289

Event2026-03-31

Filed2026-05-15

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

BFEB

INNOVATOR ETFS TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X FDS

8.83%

Shares16.7K

Event2026-03-31

Filed2026-05-15

USEP

INNOVATOR ETFS TRUST

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-15

XSEP

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS INTL INC

-4.68%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PAVE

GLOBAL X FDS

-0.54%

Shares5.3K

Event2026-03-31

Filed2026-05-15

DMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-44.49%

Shares1.2K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-8.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

ZDEK

INNOVATOR ETFS TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-05-15

XJUN

FIRST TR EXCHNG TRADED FD VI

-8.08%

Shares6.0K

Event2026-03-31

Filed2026-05-15

UAUG

INNOVATOR ETFS TRUST

-0.18%

Shares6.6K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COS INC

-6.70%

Shares1.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-41.93%

Shares1.2K

Event2026-03-31

Filed2026-05-15

BJAN

INNOVATOR ETFS TRUST

New

Shares4.8K

Event2026-03-31

Filed2026-05-15

TLT

ISHARES TR

6953.66%

Shares2.9K

Event2026-03-31

Filed2026-05-15

ZAUG

INNOVATOR ETFS TRUST

0.00%

Shares9.3K

Event2026-03-31

Filed2026-05-15

BNOV

INNOVATOR ETFS TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-56.24%

Shares1.4K

Event2026-03-31

Filed2026-05-15

ZNOV

INNOVATOR ETFS TRUST

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-15

ZAPR

INNOVATOR ETFS TRUST

New

Shares9.0K

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN CORP

67.00%

Shares339

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE INC

1.28%

Shares474

Event2026-03-31

Filed2026-05-15

AT&T INC

-20.76%

Shares7.7K

Event2026-03-31

Filed2026-05-15

TPR

TAPESTRY INC

1.75%

Shares1.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-26.10%

Shares770

Event2026-03-31

Filed2026-05-15

COCA COLA CO

-11.21%

Shares2.9K

Event2026-03-31

Filed2026-05-15

BOTZ

GLOBAL X FDS

-2.02%

Shares6.5K

Event2026-03-31

Filed2026-05-15

FTQI

FIRST TR EXCHANGE TRADED FD

16.21%

Shares10.8K

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

-42.51%

Shares1.5K

Event2026-03-31

Filed2026-05-15

HYLS

FIRST TR EXCHANGE-TRADED FD

12.33%

Shares5.1K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

-28.86%

Shares2.3K

Event2026-03-31

Filed2026-05-15

IBM

INTERNATIONAL BUSINESS MACHS

-14.36%

Shares847

Event2026-03-31

Filed2026-05-15

MP MATERIALS CORP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-15

PAPR

INNOVATOR ETFS TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

New

Shares6.5K

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

-4.35%

Shares1.5K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY CORP NEW

-12.14%

Shares1.4K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-18.26%

Shares1.3K

Event2026-03-31

Filed2026-05-15

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-15

RTX

RTX CORPORATION

267.20%

Shares918

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-36.80%

Shares474

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

-37.03%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VISA INC

-31.72%

Shares536

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-50.00%

Shares1.7K

Event2026-03-31

Filed2026-05-15

ICF

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

0.00%

Shares635

Event2026-03-31

Filed2026-05-15

AXP

AMERICAN EXPRESS CO

-7.21%

Shares502

Event2026-03-31

Filed2026-05-15

XYLD

GLOBAL X FDS

32.09%

Shares3.9K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-15

BUFY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-15

HNDL

STRATEGY SHS

3.37%

Shares6.5K

Event2026-03-31

Filed2026-05-15

MARM

FIRST TR EXCHNG TRADED FD VI

-5.23%

Shares4.2K

Event2026-03-31

Filed2026-05-15

HOME DEPOT INC

-12.08%

Shares422

Event2026-03-31

Filed2026-05-15

BMAR

INNOVATOR ETFS TRUST

2.06%

Shares2.6K

Event2026-03-31

Filed2026-05-15

WASTE MGMT INC DEL

2.63%

Shares586

Event2026-03-31

Filed2026-05-15

MUNI

PIMCO ETF TR

93.90%

Shares2.5K

Event2026-03-31

Filed2026-05-15

STZ

CONSTELLATION BRANDS INC

-0.23%

Shares858

Event2026-03-31

Filed2026-05-15

FTHI

FIRST TR EXCHANGE TRADED FD

15.79%

Shares5.6K

Event2026-03-31

Filed2026-05-15

FMB

FIRST TR EXCH TRADED FD III

96.20%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-14.29%

Shares258

Event2026-03-31

Filed2026-05-15

DPZ

DOMINOS PIZZA INC

0.00%

Shares343

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYS INC

20.57%

Shares1.6K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES INC

0.42%

Shares1.7K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO EXCH TRADED FD TR II

93.98%

Shares5.2K

Event2026-03-31

Filed2026-05-15

BUFZ

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares181

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES TR

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-71.77%

Shares177

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-4.52%

Shares190

Event2026-03-31

Filed2026-05-15

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO EXCH TRADED FD TR II

9.62%

Shares5.2K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO NETWORKS INC

16.49%

Shares643

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

9.72%

Shares237

Event2026-03-31

Filed2026-05-15

VXUS

VANGUARD STAR FDS

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA CORP

-59.85%

Shares2.1K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

4.95%

Shares318

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP INC

-28.19%

Shares349

Event2026-03-31

Filed2026-05-15

KNG

FIRST TR EXCHANGE-TRADED FD

-3.94%

Shares1.9K

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE CO

-22.91%

Shares646

Event2026-03-31

Filed2026-05-15

YUM

YUM BRANDS INC

0.00%

Shares575

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

0.00%

Shares307

Event2026-03-31

Filed2026-05-15

GOCT

FIRST TR EXCHNG TRADED FD VI

-27.16%

Shares2.2K

Event2026-03-31

Filed2026-05-15

TRV

TRAVELERS COMPANIES INC

2.90%

Shares284

Event2026-03-31

Filed2026-05-15

OKTA

OKTA INC

0.00%

Shares925

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-8.03%

Shares332

Event2026-03-31

Filed2026-05-15

IJH

ISHARES TR

-43.91%

Shares958

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

125.77%

Shares1.5K

Event2026-03-31

Filed2026-05-15

PFEB

INNOVATOR ETFS TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-15

RDVI

FIRST TR EXCHANGE-TRADED FD

21.17%

Shares2.3K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

-5.43%

Shares174

Event2026-03-31

Filed2026-05-15

STIP

ISHARES TR

0.00%

Shares543

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATLS INC

23.66%

Shares162

Event2026-03-31

Filed2026-05-15

FTGC

FIRST TR EXCHANGE TRAD FD VI

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-34.62%

Shares255

Event2026-03-31

Filed2026-05-15

FUMB

FIRST TR EXCH TRADED FD III

96.38%

Shares2.7K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUN BD FDS

95.29%

Shares1.1K

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRS INC

135.90%

Shares276

Event2026-03-31

Filed2026-05-15

ADBE

ADOBE INC

-9.09%

Shares220

Event2026-03-31

Filed2026-05-15

XBAP

INNOVATOR ETFS TRUST

0.00%

Shares1.4K

Event2026-03-31

Filed2026-05-15

INVESCO EXCH TRADED FD TR II

0.14%

Shares724

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS CO

-19.51%

Shares165

Event2026-03-31

Filed2026-05-15