Sponsored

The Analysis of INDEPENDENT FINANCIAL GROUP, LLC's Holdings & P&L

Currently, INDEPENDENT FINANCIAL GROUP, LLC holds 1386 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in NVDA (+1.2M shares, valued at $201.7M), AAPL (+317.6K shares, valued at $80.6M), N/A (+116.6K shares, valued at $67.3M); initiated new positions in NVDA (+1.2M shares, valued at $201.7M), AAPL (+317.6K shares, valued at $80.6M), N/A (+116.6K shares, valued at $67.3M).

1M P&L

-20.3M-0.62%

3M P&L

+57.8M+1.82%

HY P&L

-15.8M-0.49%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A2.0B

65.3%

2Semiconductors255.7M

8.4%

3Software - Infrastructure86.8M

2.9%

Top Industries by Stock Count

1N/A797 stocks

61.2%

2Asset Management32 stocks

2.5%

3Software - Infrastructure22 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION1.2M sharesnew addition2026-03-312026-05-05

AAPL APPLE INC317.6K sharesnew addition2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR116.6K sharesnew addition2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T79.1K sharesnew addition2026-03-312026-05-05

PAAA PGIM ETF TR956.8K sharesnew addition2026-03-312026-05-05

IVV ISHARES TR72.8K sharesnew addition2026-03-312026-05-05

BROADCOM INC BROADCOM INC140.1K sharesnew addition2026-03-312026-05-05

VTI VANGUARD INDEX FDS123.4K sharesnew addition2026-03-312026-05-05

Sponsored

MSFT MICROSOFT CORP99.6K sharesnew addition2026-03-312026-05-05

AMZN AMAZON COM INC165.2K sharesnew addition2026-03-312026-05-05

SPYM SPDR SERIES TRUST390.9K sharesnew addition2026-03-312026-05-05

TSLA TESLA INC65.5K sharesnew addition2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI715.5K sharesnew addition2026-03-312026-05-05

CGDV CAPITAL GROUP DIVIDEND VALUE539.3K sharesnew addition2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC155.8K sharesnew addition2026-03-312026-05-05

BND VANGUARD BD INDEX FDS306.3K sharesnew addition2026-03-312026-05-05

Sponsored

JAAA JANUS DETROIT STR TR423.9K sharesnew addition2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR158.8K sharesnew addition2026-03-312026-05-05

ALPHABET INC ALPHABET INC72.4K sharesnew addition2026-03-312026-05-05

GARP ISHARES TR321.1K sharesnew addition2026-03-312026-05-05

GLD SPDR GOLD TR45.6K sharesnew addition2026-03-312026-05-05

ALPHABET INC ALPHABET INC66.6K sharesnew addition2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD271.8K sharesnew addition2026-03-312026-05-05

SPYG SPDR SERIES TRUST187.2K sharesnew addition2026-03-312026-05-05

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD1.1M sharesnew addition2026-03-312026-05-05

COWZ PACER FDS TR289.1K sharesnew addition2026-03-312026-05-05

IJH ISHARES TR261.0K sharesnew addition2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION17.7K sharesnew addition2026-03-312026-05-05

IWM ISHARES TR70.6K sharesnew addition2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC50.9K sharesnew addition2026-03-312026-05-05

META META PLATFORMS INC28.3K sharesnew addition2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS25.4K sharesnew addition2026-03-312026-05-05

Sponsored

SMH VANECK ETF TRUST37.7K sharesnew addition2026-03-312026-05-05

QQQI NEOS ETF TRUST289.7K sharesnew addition2026-03-312026-05-05

SNTH TIDAL TRUST III539.4K sharesnew addition2026-03-312026-05-05

ITOT ISHARES TR96.6K sharesnew addition2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST234.6K sharesnew addition2026-03-312026-05-05

BIZD VANECK ETF TRUST1.1M sharesnew addition2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F267.8K sharesnew addition2026-03-312026-05-05

WMT WALMART INC104.1K sharesnew addition2026-03-312026-05-05

Sponsored

SCHG SCHWAB STRATEGIC TR442.3K sharesnew addition2026-03-312026-05-05

MU MICRON TECHNOLOGY INC37.1K sharesnew addition2026-03-312026-05-05

TQQQ PROSHARES TR298.2K sharesnew addition2026-03-312026-05-05

SDVY FIRST TR EXCHANGE TRADED FD304.5K sharesnew addition2026-03-312026-05-05

XOM EXXON MOBIL CORP69.9K sharesnew addition2026-03-312026-05-05

IJS ISHARES TR100.1K sharesnew addition2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR386.0K sharesnew addition2026-03-312026-05-05

QQQE DIREXION SHARES ETF TRUST119.9K sharesnew addition2026-03-312026-05-05

Sponsored

FSK FS KKR CAP CORP1.2M sharesnew addition2026-03-312026-05-05

CORO BLACKROCK ETF TRUST353.6K sharesnew addition2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR182.2K sharesnew addition2026-03-312026-05-05

MOAT VANECK ETF TRUST114.3K sharesnew addition2026-03-312026-05-05

JEPQ J P MORGAN EXCHANGE TRADED F197.2K sharesnew addition2026-03-312026-05-05

SLV ISHARES SILVER TR160.1K sharesnew addition2026-03-312026-05-05

SGOV ISHARES TR107.4K sharesnew addition2026-03-312026-05-05

SMA SMARTSTOP SELF STORAG REIT I353.0K sharesnew addition2026-03-312026-05-05

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F170.9K sharesnew addition2026-03-312026-05-05

JBBB JANUS DETROIT STR TR219.4K sharesnew addition2026-03-312026-05-05

IJK ISHARES TR100.4K sharesnew addition2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS64.4K sharesnew addition2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS100.5K sharesnew addition2026-03-312026-05-05

SPTM SPDR SERIES TRUST117.2K sharesnew addition2026-03-312026-05-05

VUG VANGUARD INDEX FDS21.0K sharesnew addition2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL19.1K sharesnew addition2026-03-312026-05-05

Sponsored

ICOW PACER FDS TR212.9K sharesnew addition2026-03-312026-05-05

FLRT PACER FDS TR194.1K sharesnew addition2026-03-312026-05-05

FTCB FIRST TR EXCHANGE-TRADED FD428.0K sharesnew addition2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR101.5K sharesnew addition2026-03-312026-05-05

PDI PIMCO DYNAMIC INCOME FD520.1K sharesnew addition2026-03-312026-05-05

SSO PROSHARES TR171.2K sharesnew addition2026-03-312026-05-05

SPYV SPDR SERIES TRUST156.2K sharesnew addition2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F154.1K sharesnew addition2026-03-312026-05-05

Sponsored

PSEC PROSPECT CAP CORP3.3M sharesnew addition2026-03-312026-05-05

BIL SPDR SERIES TRUST94.2K sharesnew addition2026-03-312026-05-05

VOT VANGUARD INDEX FDS32.7K sharesnew addition2026-03-312026-05-05

VODAFONE GROUP PLC VODAFONE GROUP PLC559.6K sharesnew addition2026-03-312026-05-05

SRLN SSGA ACTIVE ETF TR207.5K sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T43.4K sharesnew addition2026-03-312026-05-05

CAT CATERPILLAR INC11.7K sharesnew addition2026-03-312026-05-05

FDT FIRST TR EXCH TRD ALPHDX FD93.7K sharesnew addition2026-03-312026-05-05

Sponsored

RWJ INVESCO EXCH TRADED FD TR II161.0K sharesnew addition2026-03-312026-05-05

SPYI NEOS ETF TRUST162.8K sharesnew addition2026-03-312026-05-05

ITA ISHARES TR36.7K sharesnew addition2026-03-312026-05-05

VBK VANGUARD INDEX FDS26.5K sharesnew addition2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC39.3K sharesnew addition2026-03-312026-05-05

GDX VANECK ETF TRUST86.1K sharesnew addition2026-03-312026-05-05

JPM JPMORGAN CHASE & CO26.4K sharesnew addition2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR70.0K sharesnew addition2026-03-312026-05-05

Sponsored

TOPT ISHARES TR270.1K sharesnew addition2026-03-312026-05-05

MGK VANGUARD WORLD FD21.0K sharesnew addition2026-03-312026-05-05

VGT VANGUARD WORLD FD10.9K sharesnew addition2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS165.5K sharesnew addition2026-03-312026-05-05

EFV ISHARES TR101.3K sharesnew addition2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS34.9K sharesnew addition2026-03-312026-05-05

UYLD ANGEL OAK FUNDS TRUST145.2K sharesnew addition2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS113.8K sharesnew addition2026-03-312026-05-05

Sponsored

CGGR CAPITAL GROUP GROWTH ETF178.6K sharesnew addition2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD112.2K sharesnew addition2026-03-312026-05-05

NFLX NETFLIX INC.73.0K sharesnew addition2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR140.4K sharesnew addition2026-03-312026-05-05

ISVL ISHARES TR142.4K sharesnew addition2026-03-312026-05-05

ASTS AST SPACEMOBILE INC82.5K sharesnew addition2026-03-312026-05-05

IEMG ISHARES INC97.8K sharesnew addition2026-03-312026-05-05

SHLD GLOBAL X FDS94.6K sharesnew addition2026-03-312026-05-05

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD137.1K sharesnew addition2026-03-312026-05-05

TSPA T ROWE PRICE ETF INC161.9K sharesnew addition2026-03-312026-05-05

CVX CHEVRON CORPORATION32.0K sharesnew addition2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC131.8K sharesnew addition2026-03-312026-05-05

IUSB ISHARES TR143.2K sharesnew addition2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND14.2K sharesnew addition2026-03-312026-05-05

MSTR STRATEGY INC51.3K sharesnew addition2026-03-312026-05-05

HD HOME DEPOT INC19.3K sharesnew addition2026-03-312026-05-05

Sponsored

SPMD SPDR SERIES TRUST106.2K sharesnew addition2026-03-312026-05-05

QUAL ISHARES TR32.8K sharesnew addition2026-03-312026-05-05

AIRR FIRST TR EXCHANGE TRADED FD56.4K sharesnew addition2026-03-312026-05-05

CSHI NEOS ETF TRUST124.4K sharesnew addition2026-03-312026-05-05

GEV GE VERNOVA INC7.1K sharesnew addition2026-03-312026-05-05

LVHI LEGG MASON ETF INVT152.3K sharesnew addition2026-03-312026-05-05

MTUM ISHARES TR25.6K sharesnew addition2026-03-312026-05-05

ENFR ALPS ETF TR160.7K sharesnew addition2026-03-312026-05-05

Sponsored

IBM INTERNATIONAL BUSINESS MACHS24.8K sharesnew addition2026-03-312026-05-05

CGIC CAPITAL GROUP INTERNATIONAL181.3K sharesnew addition2026-03-312026-05-05

LLY ELI LILLY & CO6.4K sharesnew addition2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II52.4K sharesnew addition2026-03-312026-05-05

SOXX ISHARES TR17.6K sharesnew addition2026-03-312026-05-05

NUKZ EXCHANGE TRADED CONCEPTS TRU87.2K sharesnew addition2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II24.1K sharesnew addition2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L150.8K sharesnew addition2026-03-312026-05-05

Sponsored

BALT INNOVATOR ETFS TRUST170.3K sharesnew addition2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR45.4K sharesnew addition2026-03-312026-05-05

ABBV ABBVIE INC26.1K sharesnew addition2026-03-312026-05-05

VXUS VANGUARD STAR FDS72.6K sharesnew addition2026-03-312026-05-05

IJR ISHARES TR44.9K sharesnew addition2026-03-312026-05-05

AHR AMERICAN HEALTHCARE REIT INC117.9K sharesnew addition2026-03-312026-05-05

MBB ISHARES TR58.0K sharesnew addition2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR33.9K sharesnew addition2026-03-312026-05-05

Sponsored

SPAB SPDR SERIES TRUST213.5K sharesnew addition2026-03-312026-05-05

SHV ISHARES TR49.5K sharesnew addition2026-03-312026-05-05

USMV ISHARES TR57.9K sharesnew addition2026-03-312026-05-05

V VISA INC17.7K sharesnew addition2026-03-312026-05-05

TDVI FIRST TR EXCHANGE-TRADED FD200.1K sharesnew addition2026-03-312026-05-05

PAVE GLOBAL X FDS100.3K sharesnew addition2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR110.8K sharesnew addition2026-03-312026-05-05

VTV VANGUARD INDEX FDS25.5K sharesnew addition2026-03-312026-05-05

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD45.7K sharesnew addition2026-03-312026-05-05

BAI BLACKROCK ETF TRUST151.5K sharesnew addition2026-03-312026-05-05

PFF ISHARES TR162.8K sharesnew addition2026-03-312026-05-05

QDPL PACER FDS TR121.3K sharesnew addition2026-03-312026-05-05

BXMT BLACKSTONE MORTGAGE TRUST IN253.0K sharesnew addition2026-03-312026-05-05

PEP PEPSICO INC31.2K sharesnew addition2026-03-312026-05-05

CSCO CISCO SYS INC62.3K sharesnew addition2026-03-312026-05-05

EEM ISHARES TR84.3K sharesnew addition2026-03-312026-05-05

Sponsored

ARCC ARES CAPITAL CORP262.7K sharesnew addition2026-03-312026-05-05

JNJ JOHNSON & JOHNSON18.8K sharesnew addition2026-03-312026-05-05

THRO BLACKROCK ETF TRUST127.0K sharesnew addition2026-03-312026-05-05

IGIB ISHARES TR86.4K sharesnew addition2026-03-312026-05-05

IVW ISHARES TR40.4K sharesnew addition2026-03-312026-05-05

STWD STARWOOD PPTY TR INC264.2K sharesnew addition2026-03-312026-05-05

VOOG VANGUARD ADMIRAL FDS INC11.1K sharesnew addition2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC37.4K sharesnew addition2026-03-312026-05-05

Sponsored

GDLC GRAYSCALE COINDESK CRYPTO141.0K sharesnew addition2026-03-312026-05-05

MINT PIMCO ETF TR43.4K sharesnew addition2026-03-312026-05-05

XMVM INVESCO EXCHANGE TRADED FD T66.9K sharesnew addition2026-03-312026-05-05

BSCX INVESCO EXCH TRD SLF IDX FD205.5K sharesnew addition2026-03-312026-05-05

SPBW AIM ETF PRODUCTS TRUST159.0K sharesnew addition2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD46.6K sharesnew addition2026-03-312026-05-05

RDVI FIRST TR EXCHANGE-TRADED FD167.1K sharesnew addition2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC10.8K sharesnew addition2026-03-312026-05-05

Sponsored

PFL PIMCO INCOME STRATEGY FD524.1K sharesnew addition2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR28.4K sharesnew addition2026-03-312026-05-05

QCOM QUALCOMM INC32.2K sharesnew addition2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC25.8K sharesnew addition2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE14.5K sharesnew addition2026-03-312026-05-05

RFLR INNOVATOR ETFS TRUST140.8K sharesnew addition2026-03-312026-05-05

T AT&T INC140.6K sharesnew addition2026-03-312026-05-05

QFLR INNOVATOR ETFS TRUST121.2K sharesnew addition2026-03-312026-05-05

Sponsored

AGNC AGNC INVT CORP402.1K sharesnew addition2026-03-312026-05-05

FSCO FS CREDIT OPPORTUNITIES CORP783.6K sharesnew addition2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC8.6K sharesnew addition2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC54.9K sharesnew addition2026-03-312026-05-05

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN186.2K sharesnew addition2026-03-312026-05-05

FTNT FORTINET INC48.2K sharesnew addition2026-03-312026-05-05

AMAT APPLIED MATLS INC11.3K sharesnew addition2026-03-312026-05-05

CAIE CALAMOS ETF TR153.2K sharesnew addition2026-03-312026-05-05

Sponsored

SRE SEMPRA39.2K sharesnew addition2026-03-312026-05-05

GCOW PACER FDS TR80.6K sharesnew addition2026-03-312026-05-05

EFA ISHARES TR38.0K sharesnew addition2026-03-312026-05-05

SBRA SABRA HEALTH CARE REIT INC191.2K sharesnew addition2026-03-312026-05-05

VB VANGUARD INDEX FDS14.0K sharesnew addition2026-03-312026-05-05

BLCR BLACKROCK ETF TRUST89.2K sharesnew addition2026-03-312026-05-05

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE184.8K sharesnew addition2026-03-312026-05-05

TIP ISHARES TR33.1K sharesnew addition2026-03-312026-05-05

Sponsored

BA BOEING CO18.2K sharesnew addition2026-03-312026-05-05

BILS SPDR SERIES TRUST36.5K sharesnew addition2026-03-312026-05-05

IUSG ISHARES TR23.4K sharesnew addition2026-03-312026-05-05

BRK.A BERKSHIRE HATHAWAY INC DEL5 sharesnew addition2026-03-312026-05-05

SPTL SPDR SERIES TRUST135.0K sharesnew addition2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC4.2K sharesnew addition2026-03-312026-05-05

DSL DOUBLELINE INCOME SOLUTIONS324.0K sharesnew addition2026-03-312026-05-05

NET CLOUDFLARE INC16.9K sharesnew addition2026-03-312026-05-05

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI79.2K sharesnew addition2026-03-312026-05-05

IGLD FIRST TR EXCHANGE-TRADED FD134.9K sharesnew addition2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST62.0K sharesnew addition2026-03-312026-05-05

DIVB ISHARES TR63.1K sharesnew addition2026-03-312026-05-05

PMAY INNOVATOR ETFS TRUST84.8K sharesnew addition2026-03-312026-05-05

HACK AMPLIFY ETF TR44.9K sharesnew addition2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II29.2K sharesnew addition2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD20.5K sharesnew addition2026-03-312026-05-05

Sponsored

RQI COHEN & STEERS QUALITY INCOM277.3K sharesnew addition2026-03-312026-05-05

VNQ VANGUARD INDEX FDS36.8K sharesnew addition2026-03-312026-05-05

AMZA ETFIS SER TR I70.7K sharesnew addition2026-03-312026-05-05

FCX FREEPORT MCMORAN INC55.4K sharesnew addition2026-03-312026-05-05

VBR VANGUARD INDEX FDS14.9K sharesnew addition2026-03-312026-05-05

FMDE FIDELITY COVINGTON TRUST90.2K sharesnew addition2026-03-312026-05-05

DBEF DBX ETF TR65.4K sharesnew addition2026-03-312026-05-05

NREF NEXPOINT REAL ESTATE FIN INC239.7K sharesnew addition2026-03-312026-05-05

Sponsored

RTX RTX CORPORATION16.6K sharesnew addition2026-03-312026-05-05

IVE ISHARES TR15.2K sharesnew addition2026-03-312026-05-05

DGRO ISHARES TR45.5K sharesnew addition2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD67.6K sharesnew addition2026-03-312026-05-05

FTSM FIRST TR EXCHANGE-TRADED FD53.1K sharesnew addition2026-03-312026-05-05

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD253.8K sharesnew addition2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP14.8K sharesnew addition2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR29.0K sharesnew addition2026-03-312026-05-05

Sponsored

CPAI NORTHERN LTS FD TR III75.5K sharesnew addition2026-03-312026-05-05

DLY DOUBLELINE YIELD OPPORTUNITI225.7K sharesnew addition2026-03-312026-05-05

CORP PIMCO ETF TR32.4K sharesnew addition2026-03-312026-05-05

IDMO INVESCO EXCH TRADED FD TR II57.1K sharesnew addition2026-03-312026-05-05

ILCB ISHARES TR34.8K sharesnew addition2026-03-312026-05-05

EMB ISHARES TR33.2K sharesnew addition2026-03-312026-05-05

QYLD GLOBAL X FDS181.8K sharesnew addition2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL8.0K sharesnew addition2026-03-312026-05-05

Sponsored

ADX ADAMS DIVERSIFIED EQUITY FD141.9K sharesnew addition2026-03-312026-05-05

XLB SELECT SECTOR SPDR TR62.1K sharesnew addition2026-03-312026-05-05

VO VANGUARD INDEX FDS10.8K sharesnew addition2026-03-312026-05-05

CGUS CAPITAL GROUP CORE EQUITY ET80.3K sharesnew addition2026-03-312026-05-05

BAC BANK AMERICA CORP63.2K sharesnew addition2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR37.5K sharesnew addition2026-03-312026-05-05

IYW ISHARES TR16.9K sharesnew addition2026-03-312026-05-05

CALF PACER FDS TR68.5K sharesnew addition2026-03-312026-05-05

Sponsored

FNGS BANK MONTREAL MEDIUM51.4K sharesnew addition2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II41.6K sharesnew addition2026-03-312026-05-05

IGEB ISHARES TR67.4K sharesnew addition2026-03-312026-05-05

VRP INVESCO EXCH TRADED FD TR II126.1K sharesnew addition2026-03-312026-05-05

CIEN CIENA CORP7.8K sharesnew addition2026-03-312026-05-05

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DTH WISDOMTREE TR55.1K sharesnew addition2026-03-312026-05-05

CGMM CAPITAL GROUP EQUITY ETF TR101.1K sharesnew addition2026-03-312026-05-05

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DE DEERE & CO5.2K sharesnew addition2026-03-312026-05-05

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BINC BLACKROCK ETF TRUST II55.1K sharesnew addition2026-03-312026-05-05

UTF COHEN & STEERS INFRASTRUCTUR109.9K sharesnew addition2026-03-312026-05-05

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XLG INVESCO EXCHANGE TRADED FD T51.1K sharesnew addition2026-03-312026-05-05

RFI COHEN & STEERS TOTAL RETURN249.5K sharesnew addition2026-03-312026-05-05

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MA MASTERCARD INCORPORATED5.4K sharesnew addition2026-03-312026-05-05

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BALI BLACKROCK ETF TRUST86.2K sharesnew addition2026-03-312026-05-05

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APP APPLOVIN CORP6.2K sharesnew addition2026-03-312026-05-05

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GAUG FIRST TR EXCHNG TRADED FD VI47.5K sharesnew addition2026-03-312026-05-05

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VOE VANGUARD INDEX FDS8.9K sharesnew addition2026-03-312026-05-05

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AFLG FIRST TR EXCHNG TRADED FD VI41.5K sharesnew addition2026-03-312026-05-05

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PDO PIMCO DYNAMIC INCOME OPRNTS122.2K sharesnew addition2026-03-312026-05-05

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PSFF PACER FDS TR46.7K sharesnew addition2026-03-312026-05-05

KJAN INNOVATOR ETFS TRUST35.7K sharesnew addition2026-03-312026-05-05

IAUG INNOVATOR ETFS TRUST51.7K sharesnew addition2026-03-312026-05-05

CITIGROUP INC CITIGROUP INC13.0K sharesnew addition2026-03-312026-05-05

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KJUL INNOVATOR ETFS TRUST46.1K sharesnew addition2026-03-312026-05-05

RL RALPH LAUREN CORP4.3K sharesnew addition2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II72.0K sharesnew addition2026-03-312026-05-05

SAUG FIRST TR EXCHNG TRADED FD VI57.0K sharesnew addition2026-03-312026-05-05

CWB SPDR SERIES TRUST16.0K sharesnew addition2026-03-312026-05-05

DDFS INNOVATOR ETFS TRUST69.1K sharesnew addition2026-03-312026-05-05

ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC87.4K sharesnew addition2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST28.7K sharesnew addition2026-03-312026-05-05

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UNP UNION PAC CORP6.0K sharesnew addition2026-03-312026-05-05

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TXN TEXAS INSTRS INC7.5K sharesnew addition2026-03-312026-05-05

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BOND PIMCO ETF TR15.6K sharesnew addition2026-03-312026-05-05

LOW LOWES COS INC6.1K sharesnew addition2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS28.5K sharesnew addition2026-03-312026-05-05

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ALAB ASTERA LABS INC12.9K sharesnew addition2026-03-312026-05-05

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TRFK PACER FDS TR22.6K sharesnew addition2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.5K sharesnew addition2026-03-312026-05-05

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BSTZ BLACKROCK SCIENCE & TECHNOLO63.1K sharesnew addition2026-03-312026-05-05

DASH DOORDASH INC9.3K sharesnew addition2026-03-312026-05-05

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TNGY TORTOISE CAPITAL SERIES TRUS130.9K sharesnew addition2026-03-312026-05-05

OEF ISHARES TR4.3K sharesnew addition2026-03-312026-05-05

JQC NUVEEN CR STRATEGIES INCOME279.8K sharesnew addition2026-03-312026-05-05

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EATON CORP PLC EATON CORP PLC3.7K sharesnew addition2026-03-312026-05-05

CGNG CAPITAL GROUP NEW GEOGRAPHY42.2K sharesnew addition2026-03-312026-05-05

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TTMI TTM TECHNOLOGIES INC13.6K sharesnew addition2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS16.9K sharesnew addition2026-03-312026-05-05

WES WESTERN MIDSTREAM PARTNERS L31.7K sharesnew addition2026-03-312026-05-05

ALL ALLSTATE CORP6.3K sharesnew addition2026-03-312026-05-05

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FPE FIRST TR EXCH TRADED FD III72.8K sharesnew addition2026-03-312026-05-05

TUG LISTED FDS TR34.7K sharesnew addition2026-03-312026-05-05

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FTLS FIRST TR EXCH TRADED FD III18.1K sharesnew addition2026-03-312026-05-05

LINDE PLC LINDE PLC2.5K sharesnew addition2026-03-312026-05-05

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FTEC FIDELITY COVINGTON TRUST6.1K sharesnew addition2026-03-312026-05-05

FUTY FIDELITY COVINGTON TRUST21.3K sharesnew addition2026-03-312026-05-05

NKE NIKE INC23.7K sharesnew addition2026-03-312026-05-05

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NVDA

NVIDIA CORPORATION

New

Shares1.2M

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

New

Shares317.6K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

New

Shares116.6K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares79.1K

Event2026-03-31

Filed2026-05-05

PAAA

PGIM ETF TR

New

Shares956.8K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

New

Shares72.8K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

New

Shares140.1K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

New

Shares123.4K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

New

Shares99.6K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

New

Shares165.2K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

New

Shares390.9K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

New

Shares65.5K

Event2026-03-31

Filed2026-05-05

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares715.5K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares539.3K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares155.8K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

New

Shares306.3K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

New

Shares423.9K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

New

Shares158.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

New

Shares72.4K

Event2026-03-31

Filed2026-05-05

GARP

ISHARES TR

New

Shares321.1K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

New

Shares45.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

New

Shares66.6K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares271.8K

Event2026-03-31

Filed2026-05-05

SPYG

SPDR SERIES TRUST

New

Shares187.2K

Event2026-03-31

Filed2026-05-05

BLUEROCK PVT REAL ESTATE FD

New

Shares1.1M

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

New

Shares289.1K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

New

Shares261.0K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

New

Shares17.7K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

New

Shares70.6K

Event2026-03-31

Filed2026-05-05

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares50.9K

Event2026-03-31

Filed2026-05-05