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The Analysis of Impact Partnership Wealth, LLC's Holdings & P&L

Currently, Impact Partnership Wealth, LLC holds 363 types of securities in its portfolio with a total value $809.7M. In the most recent quarter, they have increased their positions in VGK (+329.1K shares, valued at $27.1M), N/A (+43.3K shares, valued at $25.0M), SPEM (+294.3K shares, valued at $13.8M); decreased their positions in BIL (-976.9K shares, valued at $89.5M), N/A (-859.8K shares, valued at $21.5M), SPY (-8.2K shares, valued at $5.3M); initiated new positions in XLB (+98.4K shares, valued at $4.9M), CB (+5.1K shares, valued at $1.7M), COF (+8.8K shares, valued at $1.6M).

1M P&L

+14.2M+1.94%

3M P&L

-147.3M-16.51%

HY P&L

-121.9M-14.06%

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/A546.6M

75.8%

2Consumer Electronics12.4M

1.7%

3Insurance - Property & Casualty12.3M

1.7%

Top Industries by Stock Count

1N/A114 stocks

33.6%

2Software - Infrastructure19 stocks

5.6%

3Insurance - Property & Casualty13 stocks

3.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGK VANGUARD INTL EQUITY INDEX F825.4K shares66.29%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR114.6K shares60.77%2026-03-312026-04-23

SPMD SPDR SERIES TRUST646.5K shares0.81%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS785.8K shares59.89%2026-03-312026-04-23

VTV VANGUARD INDEX FDS163.0K shares23.89%2026-03-312026-04-23

VUG VANGUARD INDEX FDS70.2K shares65.56%2026-03-312026-04-23

SPTS SPDR SERIES TRUST999.0K shares7.06%2026-03-312026-04-23

SPTI SPDR SERIES TRUST868.6K shares6.65%2026-03-312026-04-23

Sponsored

SPSM SPDR SERIES TRUST503.7K shares64.79%2026-03-312026-04-23

GLD SPDR GOLD TR53.9K shares39.35%2026-03-312026-04-23

BIL SPDR SERIES TRUST186.9K shares-83.94%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T24.7K shares-24.82%2026-03-312026-04-23

SPSB SPDR SERIES TRUST491.4K shares8.49%2026-03-312026-04-23

MBB ISHARES TR143.5K shares69.02%2026-03-312026-04-23

SGOV ISHARES TR127.0K shares-29.33%2026-03-312026-04-23

AAPL APPLE INC48.9K shares-3.51%2026-03-312026-04-23

Sponsored

FLJP FRANKLIN TEMPLETON ETF TR328.3K shares3.39%2026-03-312026-04-23

SPTL SPDR SERIES TRUST334.6K shares33.12%2026-03-312026-04-23

TIP ISHARES TR77.5K shares37.61%2026-03-312026-04-23

SPIB SPDR SERIES TRUST240.4K shares9.17%2026-03-312026-04-23

PDBC INVESCO ACTVELY MNGD ETC FD464.2K shares-2.96%2026-03-312026-04-23

SPHY SPDR SERIES TRUST330.4K shares90.66%2026-03-312026-04-23

XLF SELECT SECTOR SPDR TR148.5K shares2765.91%2026-03-312026-04-23

NVDA NVIDIA CORPORATION37.6K shares-3.12%2026-03-312026-04-23

Sponsored

EMB ISHARES TR64.7K shares74.52%2026-03-312026-04-23

XLB SELECT SECTOR SPDR TR98.4K sharesnew addition2026-03-312026-04-23

FALN ISHARES TR157.0K shares34.85%2026-03-312026-04-23

VNQ VANGUARD INDEX FDS45.4K shares74.36%2026-03-312026-04-23

MSFT MICROSOFT CORP10.7K shares19.77%2026-03-312026-04-23

WMT WALMART INC31.7K shares1.89%2026-03-312026-04-23

AMZN AMAZON COM INC15.7K shares27.55%2026-03-312026-04-23

TSLA TESLA INC8.8K shares15.68%2026-03-312026-04-23

Sponsored

ALPHABET INC ALPHABET INC11.0K shares24.36%2026-03-312026-04-23

IVV ISHARES TR4.6K shares4.61%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR21.8K shares399.40%2026-03-312026-04-23

BROADCOM INC BROADCOM INC9.4K shares15.68%2026-03-312026-04-23

SHV ISHARES TR26.2K shares-10.85%2026-03-312026-04-23

COP CONOCOPHILLIPS21.3K shares-4.78%2026-03-312026-04-23

PCMM BONDBLOXX ETF TRUST55.9K shares46.40%2026-03-312026-04-23

SSGA ACTIVE TR SSGA ACTIVE TR104.4K shares-89.17%2026-03-312026-04-23

Sponsored

BUCK SIMPLIFY EXCHANGE TRADED FUN100.4K shares24.90%2026-03-312026-04-23

EVLN MORGAN STANLEY ETF TRUST48.5K shares25.19%2026-03-312026-04-23

JBBB JANUS DETROIT STR TR49.4K shares26.35%2026-03-312026-04-23

HYGV FLEXSHARES TR55.6K shares26.37%2026-03-312026-04-23

META META PLATFORMS INC3.9K shares25.21%2026-03-312026-04-23

BKLN INVESCO EXCH TRADED FD TR II108.1K shares28.36%2026-03-312026-04-23

CLOZ SERIES PORTFOLIOS TR84.7K shares28.31%2026-03-312026-04-23

FTSL FIRST TR EXCHANGE-TRADED FD48.3K shares31.91%2026-03-312026-04-23

Sponsored

FPX FIRST TR EXCHANGE-TRADED FD13.6K shares40.46%2026-03-312026-04-23

LLY ELI LILLY & CO2.3K shares26.21%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.5K shares891.53%2026-03-312026-04-23

XOM EXXON MOBIL CORP12.0K shares0.56%2026-03-312026-04-23

SHYG ISHARES TR46.7K shares31.14%2026-03-312026-04-23

CLOI VANECK ETF TRUST37.1K shares21.92%2026-03-312026-04-23

GILD GILEAD SCIENCES INC13.7K shares-10.16%2026-03-312026-04-23

JAAA JANUS DETROIT STR TR37.7K shares15.81%2026-03-312026-04-23

Sponsored

QCOM QUALCOMM INC14.7K shares25.59%2026-03-312026-04-23

PGR PROGRESSIVE CORP9.5K shares48.07%2026-03-312026-04-23

BINC BLACKROCK ETF TRUST II35.2K shares26.81%2026-03-312026-04-23

CLOA BLACKROCK ETF TRUST II35.2K shares19.03%2026-03-312026-04-23

CSHI NEOS ETF TRUST34.8K shares17.05%2026-03-312026-04-23

SRLN SSGA ACTIVE ETF TR43.0K shares24.04%2026-03-312026-04-23

FLOT ISHARES TR33.7K shares14.94%2026-03-312026-04-23

VLO VALERO ENERGY CORP6.8K shares119.15%2026-03-312026-04-23

Sponsored

CB CHUBB LTD SWITZ5.1K sharesnew addition2026-03-312026-04-23

PULS PGIM ETF TR33.3K shares18.45%2026-03-312026-04-23

PYLD PIMCO ETF TR62.7K shares25.82%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF42.6K shares10.10%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP8.8K sharesnew addition2026-03-312026-04-23

ALL ALLSTATE CORP7.6K shares13.60%2026-03-312026-04-23

EMHY ISHARES INC39.9K shares27.44%2026-03-312026-04-23

ICSH ISHARES TR30.6K shares19.69%2026-03-312026-04-23

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC30.8K shares20.93%2026-03-312026-04-23

NEM NEWMONT CORP14.3K shares-8.45%2026-03-312026-04-23

CGMS CAPITAL GRP FIXED INCM ETF T55.3K shares25.19%2026-03-312026-04-23

SLB SLB LIMITED29.2K sharesnew addition2026-03-312026-04-23

ADBE ADOBE INC6.1K shares27.44%2026-03-312026-04-23

HIG HARTFORD INSURANCE GROUP INC10.9K shares8.02%2026-03-312026-04-23

ACGL ARCH CAP GROUP LTD15.2K shares9.91%2026-03-312026-04-23

PFG PRINCIPAL FINANCIAL GROUP IN16.1K shares264.34%2026-03-312026-04-23

Sponsored

FSLR FIRST SOLAR INC7.2K shares665.19%2026-03-312026-04-23

JBL JABIL INC5.4K shares9.07%2026-03-312026-04-23

SLV ISHARES SILVER TR20.9K shares-9.82%2026-03-312026-04-23

CAH CARDINAL HEALTH INC6.7K sharesnew addition2026-03-312026-04-23

JNJ JOHNSON & JOHNSON5.8K shares28.56%2026-03-312026-04-23

HD HOME DEPOT INC4.2K shares-25.39%2026-03-312026-04-23

EA ELECTRONIC ARTS INC6.8K shares469.21%2026-03-312026-04-23

APP APPLOVIN CORP3.5K shares70.20%2026-03-312026-04-23

Sponsored

SPYM SPDR SERIES TRUST17.9K shares60.61%2026-03-312026-04-23

ILMN ILLUMINA INC11.1K shares235.76%2026-03-312026-04-23

ETHA ISHARES ETHEREUM TR86.0K shares25.86%2026-03-312026-04-23

FTI TECHNIPFMC PLC19.5K shares-10.86%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC9.0K shares0.94%2026-03-312026-04-23

CTSH COGNIZANT TECHNOLOGY SOLUTIO21.5K sharesnew addition2026-03-312026-04-23

FOXA FOX CORP22.4K sharesnew addition2026-03-312026-04-23

CF CF INDUSTRIES HOLD10.1K shares-25.39%2026-03-312026-04-23

Sponsored

EXPE EXPEDIA GROUP INC5.5K shares12.54%2026-03-312026-04-23

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC12.8K sharesnew addition2026-03-312026-04-23

CINF CINCINNATI FINL CORP7.8K shares25.78%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-11.98%2026-03-312026-04-23

INCY INCYTE CORP13.0K shares2.64%2026-03-312026-04-23

LDOS LEIDOS HOLDINGS INC7.8K shares603.51%2026-03-312026-04-23

SYF SYNCHRONY FINANCIAL17.3K shares21.27%2026-03-312026-04-23

CENCORA INC CENCORA INC3.7K sharesnew addition2026-03-312026-04-23

Sponsored

TROW PRICE T ROWE GROUP INC12.5K shares-17.14%2026-03-312026-04-23

BBY BEST BUY INC17.2K shares7.22%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS4.5K shares218.57%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.8K shares10.31%2026-03-312026-04-23

PG PROCTER & GAMBLE CO7.5K shares-10.36%2026-03-312026-04-23

APA CORPORATION APA CORPORATION25.4K shares-1.48%2026-03-312026-04-23

FIX COMFORT SYS USA INC768 shares-0.65%2026-03-312026-04-23

CHRW C H ROBINSON WORLDWIDE IN6.4K shares2.33%2026-03-312026-04-23

Sponsored

AFG AMERICAN FINANCIAL GROUP INC8.3K shares32.10%2026-03-312026-04-23

JBHT HUNT J B TRANS SVCS INC5.0K sharesnew addition2026-03-312026-04-23

ORCL ORACLE CORP7.0K shares18.15%2026-03-312026-04-23

FNF FIDELITY NATL FINL INC22.1K shares6.53%2026-03-312026-04-23

EXPD EXPEDITORS INTL WASH INC7.1K sharesnew addition2026-03-312026-04-23

SNX TD SYNNEX CORPORATION6.0K sharesnew addition2026-03-312026-04-23

FTCB FIRST TR EXCHANGE-TRADED FD47.4K shares-1.67%2026-03-312026-04-23

PR PERMIAN RESOURCES CORP46.1K shares197.08%2026-03-312026-04-23

Sponsored

FPXI FIRST TR EXCHANGE-TRADED FD15.9K shares5.15%2026-03-312026-04-23

MCK MCKESSON CORP1.1K sharesnew addition2026-03-312026-04-23

ALGN ALIGN TECHNOLOGY INC5.5K sharesnew addition2026-03-312026-04-23

UCON FIRST TR EXCHNG TRADED FD VI38.0K shares0.85%2026-03-312026-04-23

TBIL RBB FD INC18.8K shares46.31%2026-03-312026-04-23

PEP PEPSICO INC6.0K shares-12.57%2026-03-312026-04-23

EG EVEREST GROUP LTD2.9K shares-11.68%2026-03-312026-04-23

SSNC SS&C TECH HLDGS13.7K sharesnew addition2026-03-312026-04-23

Sponsored

AMGN AMGEN INC2.6K shares9.27%2026-03-312026-04-23

CVX CHEVRON CORPORATION4.4K shares-39.05%2026-03-312026-04-23

USB US BANCORP17.2K shares-0.10%2026-03-312026-04-23

UMAR INNOVATOR ETFS TRUST22.5K shares-2.45%2026-03-312026-04-23

HST HOST HOTELS & RESORTS INC46.4K sharesnew addition2026-03-312026-04-23

JLL JONES LANG LASALLE INC2.9K shares16.81%2026-03-312026-04-23

MLI MUELLER INDS INC7.8K shares24.73%2026-03-312026-04-23

RNR RENAISSANCERE HLDGS LTD2.8K shares7.50%2026-03-312026-04-23

Sponsored

EVR EVERCORE INC2.8K shares15.15%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST14.3K shares48.56%2026-03-312026-04-23

FIIG FIRST TR EXCHANGE-TRADED FD38.5K shares-4.56%2026-03-312026-04-23

GL GLOBE LIFE INC5.7K shares12.39%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP1.3K shares-31.50%2026-03-312026-04-23

SF STIFEL FINL CORP10.6K sharesnew addition2026-03-312026-04-23

ORI OLD REP INTL CORP19.3K shares26.50%2026-03-312026-04-23

UAUG INNOVATOR ETFS TRUST19.5K shares-0.25%2026-03-312026-04-23

Sponsored

DDS DILLARDS INC1.3K shares12.58%2026-03-312026-04-23

SPAB SPDR SERIES TRUST29.7K shares10.50%2026-03-312026-04-23

COHERENT CORP COHERENT CORP3.1K shares-20.76%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO2.5K shares-6.56%2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C30.7K shares87.71%2026-03-312026-04-23

EXEL EXELIXIS INC17.0K sharesnew addition2026-03-312026-04-23

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-23

IT GARTNER INC4.4K shares20.14%2026-03-312026-04-23

Sponsored

BA BOEING CO3.5K shares1.93%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC13.7K shares-22.04%2026-03-312026-04-23

SPYV SPDR SERIES TRUST12.1K shares-18.94%2026-03-312026-04-23

MEDP MEDPACE HLDGS INC1.4K shares46.86%2026-03-312026-04-23

JKHY HENRY JACK & ASSOC INC4.3K sharesnew addition2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC2.5K shares-2.93%2026-03-312026-04-23

TXXI BONDBLOXX ETF TRUST13.2K sharesnew addition2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS10.2K shares12.87%2026-03-312026-04-23

Sponsored

GDDY GODADDY INC7.9K sharesnew addition2026-03-312026-04-23

LSTR LANDSTAR SYS INC4.1K sharesnew addition2026-03-312026-04-23

SPGI S&P GLOBAL INC1.5K shares1.39%2026-03-312026-04-23

TDC TERADATA CORP DEL25.1K shares52.63%2026-03-312026-04-23

IEFA ISHARES TR7.0K shares19.97%2026-03-312026-04-23

MBIN MERCHANTS BANCORP IND14.5K shares0.00%2026-03-312026-04-23

IEMG ISHARES INC8.9K shares1.81%2026-03-312026-04-23

ALPHABET INC ALPHABET INC2.2K shares-36.78%2026-03-312026-04-23

Sponsored

SPYG SPDR SERIES TRUST6.3K shares-25.27%2026-03-312026-04-23

RLI RLI CORP10.8K shares6.77%2026-03-312026-04-23

NEU NEWMARKET CORP955 sharesnew addition2026-03-312026-04-23

KO COCA COLA CO8.0K shares-19.06%2026-03-312026-04-23

CSCO CISCO SYS INC7.8K shares8.29%2026-03-312026-04-23

PSX PHILLIPS 663.3K shares-24.89%2026-03-312026-04-23

CRUS CIRRUS LOGIC INC4.1K shares9.42%2026-03-312026-04-23

AMD ADVANCED MICRO DEVICES INC2.9K shares-11.67%2026-03-312026-04-23

Sponsored

PEGA PEGASYSTEMS INC13.6K shares63.00%2026-03-312026-04-23

SAM BOSTON BEER INC2.5K sharesnew addition2026-03-312026-04-23

WU WESTERN UN CO66.0K sharesnew addition2026-03-312026-04-23

EPAM EPAM SYS INC4.2K sharesnew addition2026-03-312026-04-23

BAH BOOZ ALLEN HAMILTON HLDG COR7.3K shares-32.09%2026-03-312026-04-23

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC15.3K sharesnew addition2026-03-312026-04-23

DOCU DOCUSIGN INC11.8K sharesnew addition2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.3K shares-19.25%2026-03-312026-04-23

Sponsored

MERCK & CO INC MERCK & CO INC4.6K sharesnew addition2026-03-312026-04-23

SEIC SEI INVTS CO7.0K shares13.06%2026-03-312026-04-23

CART MAPLEBEAR INC14.7K sharesnew addition2026-03-312026-04-23

AIZ ASSURANT INC2.5K sharesnew addition2026-03-312026-04-23

OKE ONEOK INC NEW6.0K shares-21.73%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO8.9K shares-24.01%2026-03-312026-04-23

IVW ISHARES TR4.8K shares55.89%2026-03-312026-04-23

DOX AMDOCS LTD8.2K sharesnew addition2026-03-312026-04-23

Sponsored

WFRD WEATHERFORD INTL PLC5.6K shares-7.36%2026-03-312026-04-23

EBAY EBAY INC.5.8K shares-0.56%2026-03-312026-04-23

CHDN CHURCHILL DOWNS INC5.9K sharesnew addition2026-03-312026-04-23

FTGS FIRST TR EXCHANGE-TRADED FD15.3K shares-5.61%2026-03-312026-04-23

IVE ISHARES TR2.4K shares54.85%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC1.0K shares0.58%2026-03-312026-04-23

THG HANOVER INS GROUP INC3.0K shares18.25%2026-03-312026-04-23

EXLS EXLSERVICE HLDGS INC16.8K sharesnew addition2026-03-312026-04-23

Sponsored

TXN TEXAS INSTRS INC2.6K shares-9.20%2026-03-312026-04-23

DXC DXC TECHNOLOGY CO39.8K sharesnew addition2026-03-312026-04-23

SNDR SCHNEIDER NATIONAL INC18.5K sharesnew addition2026-03-312026-04-23

GLOB GLOBANT S A10.5K sharesnew addition2026-03-312026-04-23

MTG MGIC INVT CORP WIS18.3K shares16.49%2026-03-312026-04-23

SHY ISHARES TR5.8K shares0.54%2026-03-312026-04-23

LOW LOWES COS INC2.0K shares11.15%2026-03-312026-04-23

KNSL KINSALE CAP GROUP INC1.4K shares19.10%2026-03-312026-04-23

Sponsored

TGT TARGET CORP3.9K shares-80.06%2026-03-312026-04-23

HALO HALOZYME THERAPEUTICS INC7.2K shares8.29%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC5.4K shares-14.54%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN2.3K sharesnew addition2026-03-312026-04-23

MU MICRON TECHNOLOGY INC1.4K shares-42.48%2026-03-312026-04-23

EOG EOG RES INC3.2K shares-24.04%2026-03-312026-04-23

QFLR INNOVATOR ETFS TRUST13.5K shares72.74%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC2.7K sharesnew addition2026-03-312026-04-23

Sponsored

TAXX BONDBLOXX ETF TRUST8.8K sharesnew addition2026-03-312026-04-23

CMCSA COMCAST CORP NEW15.4K sharesnew addition2026-03-312026-04-23

FMB FIRST TR EXCH TRADED FD III8.7K shares-1.92%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.8K shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC615 shares-4.80%2026-03-312026-04-23

EPR EPR PPTYS8.7K shares-25.42%2026-03-312026-04-23

TTEK TETRA TECH INC NEW14.5K sharesnew addition2026-03-312026-04-23

NET CLOUDFLARE INC2.1K shares28.44%2026-03-312026-04-23

Sponsored

AEP AMERICAN ELEC PWR CO INC3.3K sharesnew addition2026-03-312026-04-23

YETI YETI HLDGS INC11.6K sharesnew addition2026-03-312026-04-23

SDVY FIRST TR EXCHANGE TRADED FD10.7K shares2.16%2026-03-312026-04-23

MA MASTERCARD INCORPORATED844 shares77.31%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II1.8K shares-6.70%2026-03-312026-04-23

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC4.2K sharesnew addition2026-03-312026-04-23

ROK ROCKWELL AUTOMATION INC1.2K shares1.31%2026-03-312026-04-23

COIN COINBASE GLOBAL INC2.4K shares26.20%2026-03-312026-04-23

Sponsored

SPDW SPDR INDEX SHS FDS9.0K shares-39.30%2026-03-312026-04-23

FTNT FORTINET INC5.0K shares29.36%2026-03-312026-04-23

SQM SOCIEDAD QUIMICA Y MINERA DE5.0K shares-17.80%2026-03-312026-04-23

CVS CVS HEALTH CORP5.6K sharesnew addition2026-03-312026-04-23

IWF ISHARES TR933 shares113.50%2026-03-312026-04-23

XYZ BLOCK INC6.6K shares-4.43%2026-03-312026-04-23

KMI KINDER MORGAN INC DEL11.7K sharesnew addition2026-03-312026-04-23

RTX RTX CORPORATION2.0K shares1.52%2026-03-312026-04-23

Sponsored

CWB SPDR SERIES TRUST4.2K sharesnew addition2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION384 shares14.97%2026-03-312026-04-23

UNP UNION PAC CORP1.5K shares3.57%2026-03-312026-04-23

LYB LYONDELLBASELL INDUSTRIES NV4.6K sharesnew addition2026-03-312026-04-23

BAUG INNOVATOR ETFS TRUST7.5K shares-0.48%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC8.1K shares-3.54%2026-03-312026-04-23

RBLX ROBLOX CORP6.3K shares42.74%2026-03-312026-04-23

ABBV ABBVIE INC1.6K shares2.56%2026-03-312026-04-23

Sponsored

NOW SERVICENOW INC3.4K sharesnew addition2026-03-312026-04-23

ED CONSOLIDATED EDISON INC3.1K sharesnew addition2026-03-312026-04-23

CGNX COGNEX CORP7.1K shares1.86%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC1.7K sharesnew addition2026-03-312026-04-23

LSCC LATTICE SEMICONDUCTOR CORP3.7K shares-27.23%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC872 sharesnew addition2026-03-312026-04-23

NKE NIKE INC6.4K sharesnew addition2026-03-312026-04-23

FTCS FIRST TR EXCHANGE-TRADED FD3.6K shares-3.03%2026-03-312026-04-23

Sponsored

F FORD MTR CO28.8K shares-23.13%2026-03-312026-04-23

PAYX PAYCHEX INC3.6K shares-7.59%2026-03-312026-04-23

GOVT ISHARES TR14.4K shares38.81%2026-03-312026-04-23

FE FIRSTENERGY CORP6.5K sharesnew addition2026-03-312026-04-23

HXL HEXCEL CORP NEW4.0K sharesnew addition2026-03-312026-04-23

IOT SAMSARA INC10.3K sharesnew addition2026-03-312026-04-23

FSCO FS CREDIT OPPORTUNITIES CORP62.9K shares0.00%2026-03-312026-04-23

IXUS ISHARES TR3.6K shares26.11%2026-03-312026-04-23

Sponsored

VB VANGUARD INDEX FDS1.2K shares22.19%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC1.1K shares10.84%2026-03-312026-04-23

QUAL ISHARES TR1.6K shares13.45%2026-03-312026-04-23

WRB BERKLEY W R CORP4.7K shares-68.89%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-1.50%2026-03-312026-04-23

MCD MCDONALDS CORP990 shares-2.37%2026-03-312026-04-23

CFG CITIZENS FINL GROUP INC5.1K sharesnew addition2026-03-312026-04-23

KVUE KENVUE INC17.5K sharesnew addition2026-03-312026-04-23

Sponsored

PANW PALO ALTO NETWORKS INC1.9K shares9.91%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP3.1K shares-12.80%2026-03-312026-04-23

NXT NEXTPOWER INC2.5K shares1.99%2026-03-312026-04-23

EXR EXTRA SPACE STORAGE INC2.2K shares-22.58%2026-03-312026-04-23

EMR EMERSON ELEC CO2.2K sharesnew addition2026-03-312026-04-23

PFE PFIZER INC10.4K shares-66.26%2026-03-312026-04-23

SRE SEMPRA3.0K shares2.95%2026-03-312026-04-23

VICI VICI PPTYS INC10.6K sharesnew addition2026-03-312026-04-23

Sponsored

VIG VANGUARD SPECIALIZED FUNDS1.3K shares-7.11%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T5.3K sharesnew addition2026-03-312026-04-23

SNPS SYNOPSYS INC718 shares15.99%2026-03-312026-04-23

TSN TYSON FOODS INC4.4K sharesnew addition2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR3.3K shares12.87%2026-03-312026-04-23

KHC KRAFT HEINZ CO12.5K shares-22.75%2026-03-312026-04-23

RF REGIONS FINANCIAL CORP NEW10.7K sharesnew addition2026-03-312026-04-23

APD AIR PRODUCTS AND CHEMICALS I959 sharesnew addition2026-03-312026-04-23

Sponsored

THIR THOR FINL TECHNOLOGIES TR8.9K shares-18.88%2026-03-312026-04-23

KEY KEYCORP13.8K sharesnew addition2026-03-312026-04-23

FORM FORMFACTOR INC2.8K shares-57.86%2026-03-312026-04-23

SMA SMARTSTOP SELF STORAG REIT I9.1K sharesnew addition2026-03-312026-04-23

RBRK RUBRIK INC.5.6K shares46.77%2026-03-312026-04-23

AMBA AMBARELLA INC5.3K shares34.95%2026-03-312026-04-23

CORO BLACKROCK ETF TRUST8.5K sharesnew addition2026-03-312026-04-23

AGG ISHARES TR2.7K shares24.10%2026-03-312026-04-23

Sponsored

HWC HANCOCK WHITNEY CORPORATION4.2K sharesnew addition2026-03-312026-04-23

TTWO TAKE-TWO INTERACTIVE SOFTWAR1.3K shares49.61%2026-03-312026-04-23

HP INC HP INC13.9K shares-75.44%2026-03-312026-04-23

SPHQ INVESCO EXCHANGE TRADED FD T3.5K sharesnew addition2026-03-312026-04-23

SCHF SCHWAB STRATEGIC TR10.6K shares5.62%2026-03-312026-04-23

DDOG DATADOG INC2.2K shares6.95%2026-03-312026-04-23

NTNX NUTANIX INC6.8K sharesnew addition2026-03-312026-04-23

XMMO INVESCO EXCHANGE TRADED FD T1.7K sharesnew addition2026-03-312026-04-23

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD3.7K shares-2.66%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF4.8K shares0.00%2026-03-312026-04-23

UAPR INNOVATOR ETFS TRUST7.5K shares0.00%2026-03-312026-04-23

VTRS VIATRIS INC18.4K shares-26.34%2026-03-312026-04-23

HDV ISHARES TR1.8K shares-15.96%2026-03-312026-04-23

ATEN A10 NETWORKS INC10.6K sharesnew addition2026-03-312026-04-23

HAS HASBRO INC2.6K shares-27.59%2026-03-312026-04-23

AEE AMEREN CORP2.2K shares0.14%2026-03-312026-04-23

Sponsored

AMCOR PLC AMCOR PLC6.1K sharesnew addition2026-03-312026-04-23

U UNITY SOFTWARE INC11.0K sharesnew addition2026-03-312026-04-23

V VISA INC797 shares19.67%2026-03-312026-04-23

VV VANGUARD INDEX FDS803 shares20.39%2026-03-312026-04-23

ITRI ITRON INC2.7K shares4.68%2026-03-312026-04-23

BAMG NORTHERN LTS FD TR IV6.5K shares-1.63%2026-03-312026-04-23

IJR ISHARES TR1.9K sharesnew addition2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP873 sharesnew addition2026-03-312026-04-23

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD2.1K sharesnew addition2026-03-312026-04-23

REG REGENCY CTRS CORP3.0K sharesnew addition2026-03-312026-04-23

INVH INVITATION HOMES INC9.2K sharesnew addition2026-03-312026-04-23

CNA CNA FINL CORP4.9K sharesnew addition2026-03-312026-04-23

IQV IQVIA HLDGS INC1.3K shares-19.01%2026-03-312026-04-23

TXG 10X GENOMICS INC10.4K sharesnew addition2026-03-312026-04-23

TIGO MILLICOM INTL CELLULAR S A2.9K sharesnew addition2026-03-312026-04-23

GLDM WORLD GOLD TR2.4K shares-21.07%2026-03-312026-04-23

Sponsored

NSC NORFOLK SOUTHN CORP762 shares-7.07%2026-03-312026-04-23

ADI ANALOG DEVICES INC687 shares-36.97%2026-03-312026-04-23

OHI OMEGA HEALTHCARE INVS INC5.0K sharesnew addition2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE765 shares2.96%2026-03-312026-04-23

FFIV F5 INC746 shares-81.30%2026-03-312026-04-23

ELS EQUITY LIFESTYLE PROPERTIES3.4K sharesnew addition2026-03-312026-04-23

GRID FIRST TR EXCHANGE-TRADED FD1.3K sharesnew addition2026-03-312026-04-23

PSA PUBLIC STORAGE OPER CO778 shares-67.15%2026-03-312026-04-23

Sponsored

ESTC ELASTIC N V4.2K sharesnew addition2026-03-312026-04-23

BAMV NORTHERN LTS FD TR IV6.4K shares-1.86%2026-03-312026-04-23

XLC SELECT SECTOR SPDR TR1.9K shares-21.57%2026-03-312026-04-23

FXL FIRST TR EXCHANGE-TRADED FD1.3K shares4.00%2026-03-312026-04-23

VRTX VERTEX PHARMACEUTICALS INC461 shares-3.96%2026-03-312026-04-23

WSO WATSCO INC562 shares-20.96%2026-03-312026-04-23

DOC HEALTHPEAK PROPERTIES INC12.3K shares-25.60%2026-03-312026-04-23

MKC MCCORMICK & CO INC4.0K shares-20.59%2026-03-312026-04-23

Sponsored

XLE SELECT SECTOR SPDR TR3.3K sharesnew addition2026-03-312026-04-23

VGT VANGUARD WORLD FD288 shares0.00%2026-03-312026-04-23

S SENTINELONE INC15.3K shares23.53%2026-03-312026-04-23

WT WISDOMTREE INC11.9K shares-32.10%2026-03-312026-04-23

NABL N-ABLE INC37.0K shares10.06%2026-03-312026-04-23

FSK FS KKR CAP CORP14.3K shares30.58%2026-03-312026-04-23

CRSR CORSAIR GAMING INC22.4K sharesnew addition2026-03-312026-04-23

PK PARK HOTELS & RESORTS INC10.8K sharesnew addition2026-03-312026-04-23

Sponsored

AUR AURORA INNOVATION INC27.0K sharesnew addition2026-03-312026-04-23

BBDC BARINGS BDC INC12.2K sharesnew addition2026-03-312026-04-23

PLTK PLAYTIKA HLDG CORP34.1K shares27.99%2026-03-312026-04-23

EXG EATON VANCE TAX-MANAGED GLOB10.9K shares2.73%2026-03-312026-04-23

FLO FLOWERS FOODS INC11.4K shares-17.12%2026-03-312026-04-23

MBLY MOBILEYE GLOBAL INC11.8K sharesnew addition2026-03-312026-04-23

BBAI BIGBEAR AI HLDGS INC20.9K shares-48.27%2026-03-312026-04-23

EXOD EXODUS MOVEMENT INC10.2K sharesnew addition2026-03-312026-04-23

Sponsored

KNDI KANDI TECHNOLOGIES GROUP INC25.7K shares0.00%2026-03-312026-04-23

CRDL CARDIOL THERAPEUTICS INC10.8K shares0.00%2026-03-312026-04-23

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION14.0K shares0.00%2026-03-312026-04-23

VGK

VANGUARD INTL EQUITY INDEX F

66.29%

Shares825.4K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

60.77%

Shares114.6K

Event2026-03-31

Filed2026-04-23

SPMD

SPDR SERIES TRUST

0.81%

Shares646.5K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

59.89%

Shares785.8K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

23.89%

Shares163.0K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

65.56%

Shares70.2K

Event2026-03-31

Filed2026-04-23

SPTS

SPDR SERIES TRUST

7.06%

Shares999.0K

Event2026-03-31

Filed2026-04-23

SPTI

SPDR SERIES TRUST

6.65%

Shares868.6K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

64.79%

Shares503.7K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

39.35%

Shares53.9K

Event2026-03-31

Filed2026-04-23

BIL

SPDR SERIES TRUST

-83.94%

Shares186.9K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-24.82%

Shares24.7K

Event2026-03-31

Filed2026-04-23

SPSB

SPDR SERIES TRUST

8.49%

Shares491.4K

Event2026-03-31

Filed2026-04-23

MBB

ISHARES TR

69.02%

Shares143.5K

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

-29.33%

Shares127.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-3.51%

Shares48.9K

Event2026-03-31

Filed2026-04-23

FLJP

FRANKLIN TEMPLETON ETF TR

3.39%

Shares328.3K

Event2026-03-31

Filed2026-04-23

SPTL

SPDR SERIES TRUST

33.12%

Shares334.6K

Event2026-03-31

Filed2026-04-23

TIP

ISHARES TR

37.61%

Shares77.5K

Event2026-03-31

Filed2026-04-23

SPIB

SPDR SERIES TRUST

9.17%

Shares240.4K

Event2026-03-31

Filed2026-04-23

PDBC

INVESCO ACTVELY MNGD ETC FD

-2.96%

Shares464.2K

Event2026-03-31

Filed2026-04-23

SPHY

SPDR SERIES TRUST

90.66%

Shares330.4K

Event2026-03-31

Filed2026-04-23

XLF

SELECT SECTOR SPDR TR

2765.91%

Shares148.5K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

-3.12%

Shares37.6K

Event2026-03-31

Filed2026-04-23

EMB

ISHARES TR

74.52%

Shares64.7K

Event2026-03-31

Filed2026-04-23

XLB

SELECT SECTOR SPDR TR

New

Shares98.4K

Event2026-03-31

Filed2026-04-23

FALN

ISHARES TR

34.85%

Shares157.0K

Event2026-03-31

Filed2026-04-23

VNQ

VANGUARD INDEX FDS

74.36%

Shares45.4K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

19.77%

Shares10.7K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

1.89%

Shares31.7K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

27.55%

Shares15.7K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

15.68%

Shares8.8K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

24.36%

Shares11.0K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

4.61%

Shares4.6K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

399.40%

Shares21.8K

Event2026-03-31

Filed2026-04-23

BROADCOM INC

15.68%

Shares9.4K

Event2026-03-31

Filed2026-04-23

SHV

ISHARES TR

-10.85%

Shares26.2K

Event2026-03-31

Filed2026-04-23

COP

CONOCOPHILLIPS

-4.78%

Shares21.3K

Event2026-03-31

Filed2026-04-23

PCMM

BONDBLOXX ETF TRUST

46.40%

Shares55.9K

Event2026-03-31

Filed2026-04-23

SSGA ACTIVE TR

-89.17%

Shares104.4K

Event2026-03-31

Filed2026-04-23

BUCK

SIMPLIFY EXCHANGE TRADED FUN

24.90%

Shares100.4K

Event2026-03-31

Filed2026-04-23

EVLN

MORGAN STANLEY ETF TRUST

25.19%

Shares48.5K

Event2026-03-31

Filed2026-04-23

JBBB

JANUS DETROIT STR TR

26.35%

Shares49.4K

Event2026-03-31

Filed2026-04-23

HYGV

FLEXSHARES TR

26.37%

Shares55.6K

Event2026-03-31

Filed2026-04-23