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The Analysis of Independent Advisor Alliance's Holdings & P&L

Currently, Independent Advisor Alliance holds 1595 types of securities in its portfolio with a total value $9.3B. In the most recent quarter, they have increased their positions in SPYM (+4.2M shares, valued at $321.4M), QQQM (+817.6K shares, valued at $194.3M), SPYG (+1.8M shares, valued at $177.7M); decreased their positions in NVDA (-153.4K shares, valued at $26.8M), GLD (-44.6K shares, valued at $19.2M), AAPL (-56.5K shares, valued at $14.3M); initiated new positions in CGGR (+2.2M shares, valued at $88.3M), SPHQ (+1.1M shares, valued at $79.6M), JBND (+1.4M shares, valued at $76.9M).

1M P&L

+160.8M+4.19%

3M P&L

+256.5M+6.85%

HY P&L

+459.9M+13.00%

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

1Semiconductors530.3M

14.7%

2N/A469.1M

13.0%

3Consumer Electronics252.9M

7.0%

Top Industries by Stock Count

1N/A236 stocks

25.5%

2Software - Application29 stocks

3.1%

3Banks - Regional26 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION2.1M shares-6.85%2026-03-312026-05-12

SPYM SPDR SERIES TRUST4.5M shares1498.35%2026-03-312026-05-12

AAPL APPLE INC871.5K shares-6.09%2026-03-312026-05-12

ABCB AMERIS BANCORP2.6M shares6.32%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II841.2K shares3472.25%2026-03-312026-05-12

SPYG SPDR SERIES TRUST1.8M shares6743.15%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T245.0K shares1554.02%2026-03-312026-05-12

SPYV SPDR SERIES TRUST2.8M shares5108.39%2026-03-312026-05-12

Sponsored

IVV ISHARES TR237.5K shares729.70%2026-03-312026-05-12

MSFT MICROSOFT CORP306.7K shares-9.12%2026-03-312026-05-12

AMZN AMAZON COM INC539.0K shares-9.48%2026-03-312026-05-12

SPDW SPDR INDEX SHS FDS2.2M shares1089.72%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF2.2M sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR149.2K shares1887.61%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS388.7K shares8602.04%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T1.1M sharesnew addition2026-03-312026-05-12

Sponsored

JBND J P MORGAN EXCHANGE TRADED F1.4M sharesnew addition2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE1.7M sharesnew addition2026-03-312026-05-12

ALPHABET INC ALPHABET INC253.3K shares-10.63%2026-03-312026-05-12

SPTM SPDR SERIES TRUST903.1K sharesnew addition2026-03-312026-05-12

VUG VANGUARD INDEX FDS158.4K shares2718.61%2026-03-312026-05-12

IEFA ISHARES TR759.8K shares2293.44%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST1.2M sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD TR158.3K shares-21.98%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC235.7K shares-15.77%2026-03-312026-05-12

SPTI SPDR SERIES TRUST2.3M shares5409.36%2026-03-312026-05-12

BROADCOM INC BROADCOM INC202.6K shares-1.35%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL128.9K shares1.50%2026-03-312026-05-12

TBIL RBB FD INC1.2M shares2263.75%2026-03-312026-05-12

META META PLATFORMS INC104.1K shares6.61%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS99.5K shares4842.42%2026-03-312026-05-12

DGRW WISDOMTREE TR664.9K shares13651.38%2026-03-312026-05-12

Sponsored

SPSM SPDR SERIES TRUST1.2M shares3534.88%2026-03-312026-05-12

IJR ISHARES TR444.6K shares3809.87%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD893.6K shares6955.80%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC261.0K shares-12.17%2026-03-312026-05-12

XOM EXXON MOBIL CORP285.5K shares-0.12%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR360.6K shares1615.41%2026-03-312026-05-12

GRID FIRST TR EXCHANGE-TRADED FD292.5K sharesnew addition2026-03-312026-05-12

SPAB SPDR SERIES TRUST1.8M shares13939.47%2026-03-312026-05-12

Sponsored

AVUV AMERICAN CENTY ETF TR395.3K shares765.06%2026-03-312026-05-12

BUFR FIRST TR EXCHNG TRADED FD VI1.3M shares19371.57%2026-03-312026-05-12

TSLA TESLA INC115.0K shares-1.29%2026-03-312026-05-12

IEMG ISHARES INC612.2K shares4544.72%2026-03-312026-05-12

VTI VANGUARD INDEX FDS129.2K shares178.37%2026-03-312026-05-12

GSY INVESCO ACTIVELY MANAGED EXC807.0K sharesnew addition2026-03-312026-05-12

QGRO AMERICAN CENTY ETF TR384.2K shares8152.78%2026-03-312026-05-12

IJH ISHARES TR596.0K shares1776.74%2026-03-312026-05-12

Sponsored

SPIB SPDR SERIES TRUST1.2M sharesnew addition2026-03-312026-05-12

USFR WISDOMTREE TR769.8K sharesnew addition2026-03-312026-05-12

JPM JPMORGAN CHASE & CO130.8K shares-24.27%2026-03-312026-05-12

PYLD PIMCO ETF TR1.4M sharesnew addition2026-03-312026-05-12

LLY ELI LILLY & CO39.4K shares-10.05%2026-03-312026-05-12

RDVY FIRST TR EXCHANGE TRADED FD523.4K sharesnew addition2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II317.7K shares12274.60%2026-03-312026-05-12

SPMB SPDR SERIES TRUST1.6M shares3143.27%2026-03-312026-05-12

Sponsored

GQI NATIXIS ETF TR631.2K sharesnew addition2026-03-312026-05-12

JTEK J P MORGAN EXCHANGE TRADED F430.3K sharesnew addition2026-03-312026-05-12

WMT WALMART INC270.3K shares-18.26%2026-03-312026-05-12

SDVY FIRST TR EXCHANGE TRADED FD824.5K sharesnew addition2026-03-312026-05-12

JEPQ J P MORGAN EXCHANGE TRADED F568.9K sharesnew addition2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR1.0M shares590.56%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F604.7K shares12114.52%2026-03-312026-05-12

RDVI FIRST TR EXCHANGE-TRADED FD1.1M sharesnew addition2026-03-312026-05-12

Sponsored

GTO INVESCO ACTIVELY MANAGED EXC613.5K shares9714.80%2026-03-312026-05-12

HD HOME DEPOT INC86.9K shares-17.32%2026-03-312026-05-12

SPGM SPDR INDEX SHS FDS370.7K sharesnew addition2026-03-312026-05-12

SPEM SPDR INDEX SHS FDS587.4K shares519.91%2026-03-312026-05-12

MBB ISHARES TR289.1K shares703.50%2026-03-312026-05-12

IQLT ISHARES TR556.8K shares3478.02%2026-03-312026-05-12

QUAL ISHARES TR133.4K shares3108.64%2026-03-312026-05-12

WTV WISDOMTREE TR260.8K sharesnew addition2026-03-312026-05-12

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T545.8K shares10815.08%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION24.7K shares-5.03%2026-03-312026-05-12

AGG ISHARES TR245.2K shares323.43%2026-03-312026-05-12

IWM ISHARES TR97.9K shares3885.31%2026-03-312026-05-12

CGCB CAPITAL GRP FIXED INCM ETF T918.4K sharesnew addition2026-03-312026-05-12

V VISA INC77.5K shares-11.51%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR461.2K sharesnew addition2026-03-312026-05-12

MUB ISHARES TR216.8K shares869.37%2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC32.1K shares-35.21%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON92.3K shares-8.26%2026-03-312026-05-12

VTV VANGUARD INDEX FDS113.6K shares298.07%2026-03-312026-05-12

NFLX NETFLIX INC.229.6K shares-22.20%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR747.3K shares312.60%2026-03-312026-05-12

FDL FIRST TR EXCHANGE-TRADED FD425.0K shares258.18%2026-03-312026-05-12

VXF VANGUARD INDEX FDS104.7K sharesnew addition2026-03-312026-05-12

BIL SPDR SERIES TRUST231.0K sharesnew addition2026-03-312026-05-12

Sponsored

EEM ISHARES TR365.2K sharesnew addition2026-03-312026-05-12

IWF ISHARES TR47.8K shares709.07%2026-03-312026-05-12

RWL INVESCO EXCH TRADED FD TR II175.3K sharesnew addition2026-03-312026-05-12

AIRR FIRST TR EXCHANGE TRADED FD181.1K sharesnew addition2026-03-312026-05-12

PCEF INVESCO EXCH TRADED FD TR II1.1M sharesnew addition2026-03-312026-05-12

SPMD SPDR SERIES TRUST337.4K shares543.83%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS133.8K shares428.89%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC134.7K shares8.60%2026-03-312026-05-12

Sponsored

MGK VANGUARD WORLD FD53.5K sharesnew addition2026-03-312026-05-12

XMHQ INVESCO EXCHANGE TRADED FD T189.3K shares804.65%2026-03-312026-05-12

ABBV ABBVIE INC88.7K shares-21.29%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS300.4K shares951.70%2026-03-312026-05-12

JMEE J P MORGAN EXCHANGE TRADED F283.1K sharesnew addition2026-03-312026-05-12

FTSM FIRST TR EXCHANGE-TRADED FD315.2K sharesnew addition2026-03-312026-05-12

IWR ISHARES TR192.8K shares2503.62%2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD374.7K shares246.46%2026-03-312026-05-12

Sponsored

IWY ISHARES TR73.7K shares678.25%2026-03-312026-05-12

VO VANGUARD INDEX FDS63.8K shares2662.34%2026-03-312026-05-12

PSI INVESCO EXCHANGE TRADED FD T193.5K sharesnew addition2026-03-312026-05-12

KO COCA COLA CO238.8K shares-27.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS67.9K shares1473.60%2026-03-312026-05-12

VGT VANGUARD WORLD FD24.8K shares1067.70%2026-03-312026-05-12

PG PROCTER & GAMBLE CO119.4K shares-7.98%2026-03-312026-05-12

USMV ISHARES TR181.4K shares3339.59%2026-03-312026-05-12

Sponsored

TLT ISHARES TR191.1K shares174.66%2026-03-312026-05-12

BSCR INVESCO EXCH TRD SLF IDX FD838.9K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION77.8K shares-18.56%2026-03-312026-05-12

TFC TRUIST FINL CORP349.1K shares6.83%2026-03-312026-05-12

FTGS FIRST TR EXCHANGE-TRADED FD471.3K shares2.39%2026-03-312026-05-12

CGUS CAPITAL GROUP CORE EQUITY ET416.3K sharesnew addition2026-03-312026-05-12

MITK MITEK SYS INC1.2M shares-5.72%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW118.3K shares-14.06%2026-03-312026-05-12

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD905.6K shares7062.50%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F201.9K sharesnew addition2026-03-312026-05-12

COWZ PACER FDS TR242.1K sharesnew addition2026-03-312026-05-12

IVW ISHARES TR130.0K shares1871.53%2026-03-312026-05-12

IYZ ISHARES TR371.6K sharesnew addition2026-03-312026-05-12

QEFA SPDR INDEX SHS FDS156.1K sharesnew addition2026-03-312026-05-12

CGCP CAPITAL GRP FIXED INCM ETF T635.4K sharesnew addition2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS57.4K shares-18.33%2026-03-312026-05-12

Sponsored

FV FIRST TR EXCHANGE TRADED FD230.0K sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED27.2K shares-3.91%2026-03-312026-05-12

FTCS FIRST TR EXCHANGE-TRADED FD145.6K sharesnew addition2026-03-312026-05-12

TRFK PACER FDS TR211.0K sharesnew addition2026-03-312026-05-12

CGGO CAPITAL GROUP GBL GROWTH EQT391.1K sharesnew addition2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F241.3K shares593.97%2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW69.2K shares-8.58%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR209.3K shares1312.13%2026-03-312026-05-12

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T66.7K shares202.74%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC37.9K shares-7.94%2026-03-312026-05-12

RECS COLUMBIA ETF TR I327.5K sharesnew addition2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC37.1K shares5.60%2026-03-312026-05-12

SO SOUTHERN CO129.3K shares-12.85%2026-03-312026-05-12

MCD MCDONALDS CORP40.0K shares-32.24%2026-03-312026-05-12

LOW LOWES COS INC52.5K shares-12.75%2026-03-312026-05-12

SPHY SPDR SERIES TRUST520.6K sharesnew addition2026-03-312026-05-12

Sponsored

LQD ISHARES TR110.7K shares2230.07%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC100.0K shares1.08%2026-03-312026-05-12

GEV GE VERNOVA INC13.7K shares-0.73%2026-03-312026-05-12

FMB FIRST TR EXCH TRADED FD III234.3K sharesnew addition2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD251.8K shares159.68%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC70.8K shares-0.96%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II154.1K shares5302.98%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC224.4K shares0.97%2026-03-312026-05-12

Sponsored

XLV SELECT SECTOR SPDR TR76.7K shares1256.35%2026-03-312026-05-12

BAC BANK AMERICA CORP227.1K shares-0.67%2026-03-312026-05-12

IWB ISHARES TR30.4K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC69.7K shares-0.59%2026-03-312026-05-12

BSCS INVESCO EXCH TRD SLF IDX FD526.1K sharesnew addition2026-03-312026-05-12

BUFQ FIRST TR EXCHNG TRADED FD VI300.9K sharesnew addition2026-03-312026-05-12

IGM ISHARES TR89.6K sharesnew addition2026-03-312026-05-12

LVHI LEGG MASON ETF INVT260.8K sharesnew addition2026-03-312026-05-12

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD563.1K sharesnew addition2026-03-312026-05-12

IUSB ISHARES TR226.8K sharesnew addition2026-03-312026-05-12

MINT PIMCO ETF TR104.2K shares3533.98%2026-03-312026-05-12

BOND PIMCO ETF TR112.9K sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC29.5K shares-16.59%2026-03-312026-05-12

ASML ASML HLDG NV7.8K shares0.53%2026-03-312026-05-12

SMH VANECK ETF TRUST26.8K shares422.83%2026-03-312026-05-12

HEFA ISHARES TR237.8K sharesnew addition2026-03-312026-05-12

Sponsored

CTAS CINTAS CORP59.7K shares-7.48%2026-03-312026-05-12

SLYG SPDR SERIES TRUST102.6K shares1540.07%2026-03-312026-05-12

MUNI PIMCO ETF TR189.5K sharesnew addition2026-03-312026-05-12

XSHQ INVESCO EXCH TRADED FD TR II233.7K sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP46.1K shares5.81%2026-03-312026-05-12

LONZ PIMCO ETF TR197.5K sharesnew addition2026-03-312026-05-12

ORCL ORACLE CORP65.8K shares-6.08%2026-03-312026-05-12

BSCQ INVESCO EXCH TRD SLF IDX FD493.9K sharesnew addition2026-03-312026-05-12

Sponsored

BILS SPDR SERIES TRUST96.8K sharesnew addition2026-03-312026-05-12

KNG FIRST TR EXCHANGE-TRADED FD197.3K shares445.98%2026-03-312026-05-12

VXUS VANGUARD STAR FDS123.1K shares65.08%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR190.5K shares918.42%2026-03-312026-05-12

VDC VANGUARD WORLD FD41.8K sharesnew addition2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F165.3K shares590.04%2026-03-312026-05-12

ICLO INVESCO ACTIVELY MANAGED EXC363.6K sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP15.3K shares-34.05%2026-03-312026-05-12

Sponsored

SOXX ISHARES TR28.1K sharesnew addition2026-03-312026-05-12

MRSK NORTHERN LIGHTS FD TR261.1K sharesnew addition2026-03-312026-05-12

SLYV SPDR SERIES TRUST97.3K shares2047.43%2026-03-312026-05-12

IXUS ISHARES TR106.2K sharesnew addition2026-03-312026-05-12

IBB ISHARES TR54.3K sharesnew addition2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS180.5K shares200.98%2026-03-312026-05-12

RTX RTX CORPORATION46.6K shares-22.66%2026-03-312026-05-12

FIX COMFORT SYS USA INC6.5K shares7.24%2026-03-312026-05-12

Sponsored

MOAT VANECK ETF TRUST91.8K sharesnew addition2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR193.2K sharesnew addition2026-03-312026-05-12

ACIO ETF SER SOLUTIONS209.2K shares130.47%2026-03-312026-05-12

ADI ANALOG DEVICES INC27.4K shares-0.25%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO28.6K shares-4.07%2026-03-312026-05-12

AMAT APPLIED MATLS INC25.3K shares-2.62%2026-03-312026-05-12

BSCU INVESCO EXCH TRD SLF IDX FD509.2K sharesnew addition2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE30.0K shares0.01%2026-03-312026-05-12

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD135.3K shares240.30%2026-03-312026-05-12

AVMC AMERICAN CENTY ETF TR115.9K sharesnew addition2026-03-312026-05-12

MS MORGAN STANLEY50.6K shares30.65%2026-03-312026-05-12

HYLS FIRST TR EXCHANGE-TRADED FD204.6K sharesnew addition2026-03-312026-05-12

AVLV AMERICAN CENTY ETF TR102.8K sharesnew addition2026-03-312026-05-12

NEE NEXTERA ENERGY INC88.9K shares-5.87%2026-03-312026-05-12

PULS PGIM ETF TR166.7K shares1999.95%2026-03-312026-05-12

PWR QUANTA SVCS INC15.0K shares-18.13%2026-03-312026-05-12

Sponsored

CSCO CISCO SYS INC105.4K shares5.80%2026-03-312026-05-12

FLMI FRANKLIN TEMPLETON ETF TR328.5K sharesnew addition2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR198.2K sharesnew addition2026-03-312026-05-12

FPE FIRST TR EXCH TRADED FD III454.3K sharesnew addition2026-03-312026-05-12

QTEC FIRST TR EXCHANGE-TRADED FD37.2K sharesnew addition2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC49.8K shares-4.19%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF207.1K shares2998.38%2026-03-312026-05-12

TMUS T-MOBILE US INC37.7K shares-0.74%2026-03-312026-05-12

Sponsored

COP CONOCOPHILLIPS59.7K shares-21.43%2026-03-312026-05-12

MO ALTRIA GROUP INC118.7K shares-4.75%2026-03-312026-05-12

FXG FIRST TR EXCHANGE-TRADED FD122.9K shares46.61%2026-03-312026-05-12

VDE VANGUARD WORLD FD45.1K sharesnew addition2026-03-312026-05-12

BSCV INVESCO EXCH TRD SLF IDX FD469.3K sharesnew addition2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC67.7K shares-9.27%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR89.5K sharesnew addition2026-03-312026-05-12

GOVT ISHARES TR326.5K shares790.26%2026-03-312026-05-12

Sponsored

CGBL CAPITAL GROUP CORE BALANCED216.5K sharesnew addition2026-03-312026-05-12

IJS ISHARES TR62.9K sharesnew addition2026-03-312026-05-12

BUFD FIRST TR EXCHNG TRADED FD VI265.9K sharesnew addition2026-03-312026-05-12

FEOE RBB FUND TRUST147.5K sharesnew addition2026-03-312026-05-12

T AT&T INC255.3K shares-10.49%2026-03-312026-05-12

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II105.4K sharesnew addition2026-03-312026-05-12

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BSJQ INVESCO EXCH TRD SLF IDX FD115.1K sharesnew addition2026-03-312026-05-12

ESGU ISHARES TR18.8K shares321.79%2026-03-312026-05-12

IRM IRON MTN INC DEL25.8K shares-3.66%2026-03-312026-05-12

BOTZ GLOBAL X FDS79.2K sharesnew addition2026-03-312026-05-12

FALN ISHARES TR97.3K sharesnew addition2026-03-312026-05-12

OKE ONEOK INC NEW28.6K shares1.03%2026-03-312026-05-12

Sponsored

SMMU PIMCO ETF TR51.2K sharesnew addition2026-03-312026-05-12

HAWX ISHARES TR62.7K sharesnew addition2026-03-312026-05-12

COWG PACER FDS TR75.8K sharesnew addition2026-03-312026-05-12

GPIX GOLDMAN SACHS ETF TR51.0K sharesnew addition2026-03-312026-05-12

FAN FIRST TR EXCHANGE-TRADED FD102.7K sharesnew addition2026-03-312026-05-12

AR ANTERO RESOURCES CORP59.7K shares5.92%2026-03-312026-05-12

SUSL ISHARES TR22.3K sharesnew addition2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR100.7K shares-47.09%2026-03-312026-05-12

Sponsored

SOUTHSTATE BK CORP SOUTHSTATE BK CORP27.3K shares-2.15%2026-03-312026-05-12

ILCG ISHARES TR26.3K sharesnew addition2026-03-312026-05-12

TAFI AB ACTIVE ETFS INC99.6K sharesnew addition2026-03-312026-05-12

KR KROGER CO34.6K shares-0.81%2026-03-312026-05-12

HFXI NEW YORK LIFE INVESTMENTS ET74.0K sharesnew addition2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW7.6K shares-3.12%2026-03-312026-05-12

TLH ISHARES TR24.5K sharesnew addition2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR96.3K shares153.61%2026-03-312026-05-12

Sponsored

FLCB FRANKLIN TEMPLETON ETF TR112.9K sharesnew addition2026-03-312026-05-12

IWS ISHARES TR16.6K shares963.13%2026-03-312026-05-12

AMP AMERIPRISE FINL INC5.4K shares-3.09%2026-03-312026-05-12

ALL ALLSTATE CORP11.7K shares25.61%2026-03-312026-05-12

NVDA

NVIDIA CORPORATION

-6.85%

Shares2.1M

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

1498.35%

Shares4.5M

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-6.09%

Shares871.5K

Event2026-03-31

Filed2026-05-12

ABCB

AMERIS BANCORP

6.32%

Shares2.6M

Event2026-03-31

Filed2026-05-12

QQQM

INVESCO EXCH TRADED FD TR II

3472.25%

Shares841.2K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

6743.15%

Shares1.8M

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

1554.02%

Shares245.0K

Event2026-03-31

Filed2026-05-12

SPYV

SPDR SERIES TRUST

5108.39%

Shares2.8M

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

729.70%

Shares237.5K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-9.12%

Shares306.7K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-9.48%

Shares539.0K

Event2026-03-31

Filed2026-05-12

SPDW

SPDR INDEX SHS FDS

1089.72%

Shares2.2M

Event2026-03-31

Filed2026-05-12

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares2.2M

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

1887.61%

Shares149.2K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

8602.04%

Shares388.7K

Event2026-03-31

Filed2026-05-12

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares1.1M

Event2026-03-31

Filed2026-05-12

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares1.4M

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares1.7M

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-10.63%

Shares253.3K

Event2026-03-31

Filed2026-05-12

SPTM

SPDR SERIES TRUST

New

Shares903.1K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

2718.61%

Shares158.4K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

2293.44%

Shares759.8K

Event2026-03-31

Filed2026-05-12

FDVV

FIDELITY COVINGTON TRUST

New

Shares1.2M

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-21.98%

Shares158.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-15.77%

Shares235.7K

Event2026-03-31

Filed2026-05-12

SPTI

SPDR SERIES TRUST

5409.36%

Shares2.3M

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-1.35%

Shares202.6K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

1.50%

Shares128.9K

Event2026-03-31

Filed2026-05-12

TBIL

RBB FD INC

2263.75%

Shares1.2M

Event2026-03-31

Filed2026-05-12