Sponsored

The Analysis of Innovative Asset Advisors Group, LLC's Holdings & P&L

Currently, Innovative Asset Advisors Group, LLC holds 1039 types of securities in its portfolio with a total value $173.2M. In the most recent quarter, they have increased their positions in NVDA (+145.6K shares, valued at $25.4M), AAPL (+34.7K shares, valued at $8.8M), MSFT (+17.5K shares, valued at $6.5M); initiated new positions in NVDA (+145.6K shares, valued at $25.4M), AAPL (+34.7K shares, valued at $8.8M), MSFT (+17.5K shares, valued at $6.5M).

1M P&L

+78.3K+0.03%

3M P&L

+5.1M+2.07%

HY P&L

+13.1M+5.54%

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/A38.0M

24.6%

2Semiconductors29.7M

19.2%

3Software - Infrastructure10.1M

6.5%

Top Industries by Stock Count

1N/A212 stocks

22.0%

2Software - Application40 stocks

4.2%

3Banks - Regional24 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION COM145.6K sharesnew addition2026-03-312026-05-12

AAPL APPLE INC COM34.7K sharesnew addition2026-03-312026-05-12

MSFT MICROSOFT CORP COM17.5K sharesnew addition2026-03-312026-05-12

AMZN AMAZON COM INC COM21.3K sharesnew addition2026-03-312026-05-12

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C12.0K sharesnew addition2026-03-312026-05-12

BROADCOM INC COM BROADCOM INC COM11.1K sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD SHARES7.0K sharesnew addition2026-03-312026-05-12

NBIS NEBIUS GROUP N.V. SHS CLASS A24.4K sharesnew addition2026-03-312026-05-12

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF64.6K sharesnew addition2026-03-312026-05-12

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A7.4K sharesnew addition2026-03-312026-05-12

RTX RTX CORPORATION COM10.4K sharesnew addition2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC CL A13.4K sharesnew addition2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW4.0K sharesnew addition2026-03-312026-05-12

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.2K sharesnew addition2026-03-312026-05-12

XOM EXXON MOBIL CORP COM10.9K sharesnew addition2026-03-312026-05-12

VRT VERTIV HOLDINGS CO COM CL A7.3K sharesnew addition2026-03-312026-05-12

Sponsored

AMD ADVANCED MICRO DEVICES INC COM8.5K sharesnew addition2026-03-312026-05-12

HD HOME DEPOT INC COM5.2K sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP COM2.6K sharesnew addition2026-03-312026-05-12

VV VANGUARD LARGE-CAP ETF5.2K sharesnew addition2026-03-312026-05-12

TSLA TESLA INC COM4.2K sharesnew addition2026-03-312026-05-12

CAT CATERPILLAR INC COM2.1K sharesnew addition2026-03-312026-05-12

BE BLOOM ENERGY CORP COM CL A10.6K sharesnew addition2026-03-312026-05-12

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF14.4K sharesnew addition2026-03-312026-05-12

Sponsored

VGT VANGUARD INFORMATION TECHNOLOGY ETF2.0K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION COM6.8K sharesnew addition2026-03-312026-05-12

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF30.9K sharesnew addition2026-03-312026-05-12

STLD STEEL DYNAMICS INC COM7.4K sharesnew addition2026-03-312026-05-12

PFE PFIZER INC COM46.8K sharesnew addition2026-03-312026-05-12

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF17.0K sharesnew addition2026-03-312026-05-12

META META PLATFORMS INC CL A2.3K sharesnew addition2026-03-312026-05-12

JNJ JOHNSON & JOHNSON COM5.1K sharesnew addition2026-03-312026-05-12

Sponsored

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF19.2K sharesnew addition2026-03-312026-05-12

JPM JPMORGAN CHASE & CO COM4.0K sharesnew addition2026-03-312026-05-12

ORCL ORACLE CORP COM7.8K sharesnew addition2026-03-312026-05-12

DUHP DIMENSIONAL US HIGH PROFITABILITY ETF31.1K sharesnew addition2026-03-312026-05-12

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF32.9K sharesnew addition2026-03-312026-05-12

TBIL F/M US TREASURY 3 MONTH BILL FUND20.0K sharesnew addition2026-03-312026-05-12

ABBV ABBVIE INC COM4.5K sharesnew addition2026-03-312026-05-12

PG PROCTER & GAMBLE CO COM6.5K sharesnew addition2026-03-312026-05-12

Sponsored

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF13.1K sharesnew addition2026-03-312026-05-12

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF4.7K sharesnew addition2026-03-312026-05-12

ASML ASML HLDG NV N Y REGISTRY SHS680 sharesnew addition2026-03-312026-05-12

SLV ISHARES SILVER TRUST12.8K sharesnew addition2026-03-312026-05-12

VB VANGUARD SMALL-CAP ETF452 sharesnew addition2026-03-312026-05-12

GLW CORNING INC COM5.6K sharesnew addition2026-03-312026-05-12

F FORD MTR CO COM65.2K sharesnew addition2026-03-312026-05-12

XME STATE STREET SPDR S&P METALS & MINING ETF7.0K sharesnew addition2026-03-312026-05-12

Sponsored

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND9.8K sharesnew addition2026-03-312026-05-12

MERCK & CO INC COM MERCK & CO INC COM6.0K sharesnew addition2026-03-312026-05-12

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF3.2K sharesnew addition2026-03-312026-05-12

CSCO CISCO SYS INC COM8.5K sharesnew addition2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC COM9.1K sharesnew addition2026-03-312026-05-12

WMT WALMART INC COM5.2K sharesnew addition2026-03-312026-05-12

KO COCA COLA CO COM7.9K sharesnew addition2026-03-312026-05-12

OEF ISHARES S&P 100 ETF1.9K sharesnew addition2026-03-312026-05-12

Sponsored

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF6.3K sharesnew addition2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION COM578 sharesnew addition2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC COM573.4K sharesnew addition2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS COM2.4K sharesnew addition2026-03-312026-05-12

PM PHILIP MORRIS INTL INC COM3.3K sharesnew addition2026-03-312026-05-12

EEM ISHARES MSCI EMERGING MARKETS ETF9.6K sharesnew addition2026-03-312026-05-12

T AT&T INC COM18.6K sharesnew addition2026-03-312026-05-12

VTEB VANGUARD TAX-EXEMPT BOND ETF10.6K sharesnew addition2026-03-312026-05-12

Sponsored

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST1.1K sharesnew addition2026-03-312026-05-12

LLY ELI LILLY & CO COM553 sharesnew addition2026-03-312026-05-12

ADI ANALOG DEVICES INC COM1.6K sharesnew addition2026-03-312026-05-12

MCD MCDONALDS CORP COM1.6K sharesnew addition2026-03-312026-05-12

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF4.4K sharesnew addition2026-03-312026-05-12

VTI VANGUARD TOTAL STOCK MARKET ETF1.5K sharesnew addition2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC COM9.5K sharesnew addition2026-03-312026-05-12

NEM NEWMONT CORP COM4.4K sharesnew addition2026-03-312026-05-12

Sponsored

ALERIAN MLP ETF ALERIAN MLP ETF8.6K sharesnew addition2026-03-312026-05-12

VPU VANGUARD UTILITIES ETF2.3K sharesnew addition2026-03-312026-05-12

COWZ PACER US CASH COWS 100 ETF7.2K sharesnew addition2026-03-312026-05-12

MS MORGAN STANLEY COM NEW2.7K sharesnew addition2026-03-312026-05-12

UNP UNION PAC CORP COM1.8K sharesnew addition2026-03-312026-05-12

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF8.9K sharesnew addition2026-03-312026-05-12

NVO NOVO-NORDISK A S ADR11.4K sharesnew addition2026-03-312026-05-12

NFLX NETFLIX INC. COM4.4K sharesnew addition2026-03-312026-05-12

Sponsored

TJX TJX COS INC NEW COM2.6K sharesnew addition2026-03-312026-05-12

AME AMETEK INC COM1.9K sharesnew addition2026-03-312026-05-12

QCOM QUALCOMM INC COM3.1K sharesnew addition2026-03-312026-05-12

DE DEERE & CO COM713 sharesnew addition2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION COM7.1K sharesnew addition2026-03-312026-05-12

HON HONEYWELL INTL INC COM1.8K sharesnew addition2026-03-312026-05-12

GE AEROSPACE COM NEW GE AEROSPACE COM NEW1.3K sharesnew addition2026-03-312026-05-12

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF2.8K sharesnew addition2026-03-312026-05-12

Sponsored

V VISA INC COM CL A1.2K sharesnew addition2026-03-312026-05-12

INTC INTEL CORP COM8.1K sharesnew addition2026-03-312026-05-12

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFITABILITY ETF10.8K sharesnew addition2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF9.0K sharesnew addition2026-03-312026-05-12

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF7.4K sharesnew addition2026-03-312026-05-12

NOW SERVICENOW INC COM3.2K sharesnew addition2026-03-312026-05-12

CB CHUBB LTD SWITZ COM1.0K sharesnew addition2026-03-312026-05-12

URA GLOBAL X URANIUM ETF6.9K sharesnew addition2026-03-312026-05-12

Sponsored

JPST JPMORGAN ULTRA-SHORT INCOME ETF6.4K sharesnew addition2026-03-312026-05-12

GDXJ VANECK JUNIOR GOLD MINERS ETF2.7K sharesnew addition2026-03-312026-05-12

AMAT APPLIED MATLS INC COM941 sharesnew addition2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO COM5.2K sharesnew addition2026-03-312026-05-12

BA BOEING CO COM1.6K sharesnew addition2026-03-312026-05-12

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW1.5K sharesnew addition2026-03-312026-05-12

STM STMICROELECTRONICS N V NY REGISTRY8.9K sharesnew addition2026-03-312026-05-12

CSX CSX CORP COM7.4K sharesnew addition2026-03-312026-05-12

Sponsored

AXP AMERICAN EXPRESS CO COM1.0K sharesnew addition2026-03-312026-05-12

WAT WATERS CORP COM1.0K sharesnew addition2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP COM438 sharesnew addition2026-03-312026-05-12

AZO AUTOZONE INC COM87 sharesnew addition2026-03-312026-05-12

BAC BANK OF AMER CORP COM5.9K sharesnew addition2026-03-312026-05-12

MMM 3M CO COM1.9K sharesnew addition2026-03-312026-05-12

L LOEWS CORP COM2.6K sharesnew addition2026-03-312026-05-12

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF4.9K sharesnew addition2026-03-312026-05-12

Sponsored

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.1K sharesnew addition2026-03-312026-05-12

GEV GE VERNOVA INC COM299 sharesnew addition2026-03-312026-05-12

ALL ALLSTATE CORP COM1.2K sharesnew addition2026-03-312026-05-12

CITIGROUP INC COM NEW CITIGROUP INC COM NEW2.3K sharesnew addition2026-03-312026-05-12

VMC VULCAN MATLS CO COM946 sharesnew addition2026-03-312026-05-12

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF14.2K sharesnew addition2026-03-312026-05-12

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF10.3K sharesnew addition2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS721 sharesnew addition2026-03-312026-05-12

Sponsored

IWM ISHARES RUSSELL 2000 ETF979 sharesnew addition2026-03-312026-05-12

LOW LOWES COS INC COM1.0K sharesnew addition2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP COM830 sharesnew addition2026-03-312026-05-12

DCOR DIMENSIONAL US CORE EQUITY 1 ETF3.3K sharesnew addition2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC COM278 sharesnew addition2026-03-312026-05-12

MMC MARSH & MCLENNAN COS INC COM1.3K sharesnew addition2026-03-312026-05-12

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF3.0K sharesnew addition2026-03-312026-05-12

KGC KINROSS GOLD CORP COM7.4K sharesnew addition2026-03-312026-05-12

Sponsored

CL COLGATE PALMOLIVE CO COM2.7K sharesnew addition2026-03-312026-05-12

AGG ISHARES CORE U.S. AGGREGATE BOND ETF2.2K sharesnew addition2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING INC COM1.1K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC COM645 sharesnew addition2026-03-312026-05-12

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM633 sharesnew addition2026-03-312026-05-12

AMGN AMGEN INC COM605 sharesnew addition2026-03-312026-05-12

DTE DTE ENERGY CO COM1.4K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC COM1.4K sharesnew addition2026-03-312026-05-12

Sponsored

BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS5.1K sharesnew addition2026-03-312026-05-12

QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF5.0K sharesnew addition2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP COM2.6K sharesnew addition2026-03-312026-05-12

EMR EMERSON ELEC CO COM1.5K sharesnew addition2026-03-312026-05-12

VXF VANGUARD EXTENDED MARKET ETF963 sharesnew addition2026-03-312026-05-12

PKG PACKAGING CORP AMER COM901 sharesnew addition2026-03-312026-05-12

DVY ISHARES SELECT DIVIDEND ETF1.3K sharesnew addition2026-03-312026-05-12

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX1.2K sharesnew addition2026-03-312026-05-12

Sponsored

DIS DISNEY WALT CO COM1.9K sharesnew addition2026-03-312026-05-12

SNOW SNOWFLAKE INC COM SHS1.2K sharesnew addition2026-03-312026-05-12

DFIP DIMENSIONAL INFLATION-PROTECTED SECURITIES ETF4.5K sharesnew addition2026-03-312026-05-12

MAR MARRIOTT INTL INC NEW CL A552 sharesnew addition2026-03-312026-05-12

DFLV DIMENSIONAL US LARGE CAP VALUE ETF4.9K sharesnew addition2026-03-312026-05-12

SBUX STARBUCKS CORP COM1.9K sharesnew addition2026-03-312026-05-12

APOLLO GLOBAL MGMT INC COM APOLLO GLOBAL MGMT INC COM1.6K sharesnew addition2026-03-312026-05-12

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF1.6K sharesnew addition2026-03-312026-05-12

Sponsored

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF7.3K sharesnew addition2026-03-312026-05-12

NVTS NAVITAS SEMICONDUCTOR CORP COM18.0K sharesnew addition2026-03-312026-05-12

SO SOUTHERN CO COM1.6K sharesnew addition2026-03-312026-05-12

ED CONSOLIDATED EDISON INC COM1.4K sharesnew addition2026-03-312026-05-12

CMCSA COMCAST CORP NEW CL A5.4K sharesnew addition2026-03-312026-05-12

MKSI MKS INC. COM665 sharesnew addition2026-03-312026-05-12

FELV FIDELITY ENHANCED LARGE CAP VALUE ETF4.4K sharesnew addition2026-03-312026-05-12

MA MASTERCARD INCORPORATED CL A303 sharesnew addition2026-03-312026-05-12

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF4.9K sharesnew addition2026-03-312026-05-12

BLACKSTONE INC COM BLACKSTONE INC COM1.3K sharesnew addition2026-03-312026-05-12

KTOS KRATOS DEFENSE & SEC SOLUTIONS COM NEW2.1K sharesnew addition2026-03-312026-05-12

INTU INTUIT COM339 sharesnew addition2026-03-312026-05-12

TOI THE ONCOLOGY INSTITUTE INC COM47.3K sharesnew addition2026-03-312026-05-12

KLAC KLA CORP COM NEW98 sharesnew addition2026-03-312026-05-12

HIG HARTFORD INSURANCE GROUP INC COM1.0K sharesnew addition2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC COM392 sharesnew addition2026-03-312026-05-12

Sponsored

TM TOYOTA MOTOR CORP ADS662 sharesnew addition2026-03-312026-05-12

TMUS T-MOBILE US INC COM627 sharesnew addition2026-03-312026-05-12

TTAN SERVICETITAN INC SHS CL A2.1K sharesnew addition2026-03-312026-05-12

MOO VANECK AGRIBUSINESS ETF1.6K sharesnew addition2026-03-312026-05-12

RKT ROCKET COS INC COM CL A9.2K sharesnew addition2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF3.2K sharesnew addition2026-03-312026-05-12

UFO PROCURE SPACE ETF2.9K sharesnew addition2026-03-312026-05-12

ISHARES GOLD TRUST ISHARES GOLD TRUST1.4K sharesnew addition2026-03-312026-05-12

Sponsored

TMO THERMO FISHER SCIENTIFIC INC COM257 sharesnew addition2026-03-312026-05-12

HP INC COM HP INC COM6.5K sharesnew addition2026-03-312026-05-12

MPC MARATHON PETE CORP COM517 sharesnew addition2026-03-312026-05-12

VUG VANGUARD GROWTH ETF287 sharesnew addition2026-03-312026-05-12

VST VISTRA CORP COM830 sharesnew addition2026-03-312026-05-12

SOXX ISHARES SEMICONDUCTOR ETF373 sharesnew addition2026-03-312026-05-12

ABT ABBOTT LABORATORIES COM1.2K sharesnew addition2026-03-312026-05-12

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF2.1K sharesnew addition2026-03-312026-05-12

Sponsored

XBI STATE STREET SPDR S&P BIOTECH ETF925 sharesnew addition2026-03-312026-05-12

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF3.0K sharesnew addition2026-03-312026-05-12

FHB FIRST HAWAIIAN INC COM4.7K sharesnew addition2026-03-312026-05-12

MEDTRONIC PLC SHS MEDTRONIC PLC SHS1.3K sharesnew addition2026-03-312026-05-12

MO ALTRIA GROUP INC COM1.7K sharesnew addition2026-03-312026-05-12

IWV ISHARES RUSSELL 3000 ETF308 sharesnew addition2026-03-312026-05-12

DHR DANAHER CORP DEL COM593 sharesnew addition2026-03-312026-05-12

SYK STRYKER CORPORATION COM341 sharesnew addition2026-03-312026-05-12

Sponsored

EOSE EOS ENERGY ENTERPRISES INC COM CL A22.5K sharesnew addition2026-03-312026-05-12

PBI PITNEY BOWES INC COM10.0K sharesnew addition2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC COM691 sharesnew addition2026-03-312026-05-12

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF3.3K sharesnew addition2026-03-312026-05-12

A AGILENT TECHNOLOGIES INC COM957 sharesnew addition2026-03-312026-05-12

HPE HEWLETT PACKARD ENTERPRISE CO COM4.5K sharesnew addition2026-03-312026-05-12

IBB ISHARES BIOTECHNOLOGY ETF644 sharesnew addition2026-03-312026-05-12

OKLO OKLO INC COM CL A2.2K sharesnew addition2026-03-312026-05-12

Sponsored

GDX VANECK GOLD MINERS ETF1.1K sharesnew addition2026-03-312026-05-12

TD TORONTO DOMINION BK ONT COM NEW1.1K sharesnew addition2026-03-312026-05-12

FTAI AVIATION LTD SHS FTAI AVIATION LTD SHS425 sharesnew addition2026-03-312026-05-12

CRM SALESFORCE INC COM546 sharesnew addition2026-03-312026-05-12

COF CAPITAL ONE FINL CORP COM557 sharesnew addition2026-03-312026-05-12

IWB ISHARES RUSSELL 1000 ETF282 sharesnew addition2026-03-312026-05-12

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD509 sharesnew addition2026-03-312026-05-12

CION CION INVT CORP COM14.4K sharesnew addition2026-03-312026-05-12

Sponsored

ARM ARM HOLDINGS PLC SPONSORED ADS650 sharesnew addition2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC CL C599 sharesnew addition2026-03-312026-05-12

RIO RIO TINTO PLC SPONSORED ADR1.0K sharesnew addition2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP COM345 sharesnew addition2026-03-312026-05-12

GH GUARDANT HEALTH INC COM1.0K sharesnew addition2026-03-312026-05-12

QUAL ISHARES MSCI USA QUALITY FACTOR ETF500 sharesnew addition2026-03-312026-05-12

NFG NATIONAL FUEL GAS CO COM1.0K sharesnew addition2026-03-312026-05-12

AMG AFFILIATED MANAGERS GROUP COM342 sharesnew addition2026-03-312026-05-12

Sponsored

HSY HERSHEY CO COM451 sharesnew addition2026-03-312026-05-12

JLL JONES LANG LASALLE INC COM308 sharesnew addition2026-03-312026-05-12

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM945 sharesnew addition2026-03-312026-05-12

SU SUNCOR ENERGY INC NEW COM1.4K sharesnew addition2026-03-312026-05-12

NKE NIKE INC CL B1.7K sharesnew addition2026-03-312026-05-12

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR1.6K sharesnew addition2026-03-312026-05-12

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A452 sharesnew addition2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC SHS215 sharesnew addition2026-03-312026-05-12

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF1.4K sharesnew addition2026-03-312026-05-12

EMLC VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF3.5K sharesnew addition2026-03-312026-05-12

NDAQ NASDAQ INC COM1.0K sharesnew addition2026-03-312026-05-12

VTRS VIATRIS INC COM6.5K sharesnew addition2026-03-312026-05-12

BND VANGUARD TOTAL BOND MARKET ETF1.2K sharesnew addition2026-03-312026-05-12

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS714 sharesnew addition2026-03-312026-05-12

EXC EXELON CORP COM1.8K sharesnew addition2026-03-312026-05-12

EATON CORP PLC SHS EATON CORP PLC SHS245 sharesnew addition2026-03-312026-05-12

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NVS NOVARTIS AG SPONSORED ADR573 sharesnew addition2026-03-312026-05-12

VWOB VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF1.3K sharesnew addition2026-03-312026-05-12

PBE INVESCO BIOTECHNOLOGY & GENOME ETF1.1K sharesnew addition2026-03-312026-05-12

WTS WATTS WATER TECHNOLOGIES INC CL A300 sharesnew addition2026-03-312026-05-12

PH PARKER-HANNIFIN CORP COM96 sharesnew addition2026-03-312026-05-12

AM ANTERO MIDSTREAM CORP COM3.7K sharesnew addition2026-03-312026-05-12

SNDK SANDISK CORP COM134 sharesnew addition2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP COM874 sharesnew addition2026-03-312026-05-12

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BR BROADRIDGE FINL SOLUTIONS INC COM502 sharesnew addition2026-03-312026-05-12

ROST ROSS STORES INC COM371 sharesnew addition2026-03-312026-05-12

GILD GILEAD SCIENCES INC COM574 sharesnew addition2026-03-312026-05-12

RIG TRANSOCEAN LTD REGISTERED SHS12.1K sharesnew addition2026-03-312026-05-12

IVES DAN IVES WEDBUSH AI REVOLUTION ETF2.8K sharesnew addition2026-03-312026-05-12

IAUI NEOS GOLD HIGH INCOME ETF1.4K sharesnew addition2026-03-312026-05-12

TAP MOLSON COORS BEVERAGE CO CL B1.8K sharesnew addition2026-03-312026-05-12

JBL JABIL INC COM288 sharesnew addition2026-03-312026-05-12

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TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS365 sharesnew addition2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC CL A192 sharesnew addition2026-03-312026-05-12

GRAB GRAB HOLDINGS LIMITED CLASS A ORD20.2K sharesnew addition2026-03-312026-05-12

HCA HCA HEALTHCARE INC COM156 sharesnew addition2026-03-312026-05-12

OLN OLIN CORP COM PAR $12.5K sharesnew addition2026-03-312026-05-12

EME EMCOR GROUP INC COM98 sharesnew addition2026-03-312026-05-12

PSX PHILLIPS 66 COM390 sharesnew addition2026-03-312026-05-12

EOG EOG RES INC COM488 sharesnew addition2026-03-312026-05-12

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ADBE ADOBE INC COM289 sharesnew addition2026-03-312026-05-12

EMN EASTMAN CHEM CO COM910 sharesnew addition2026-03-312026-05-12

ALAB ASTERA LABS INC COM637 sharesnew addition2026-03-312026-05-12

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DLB DOLBY LABORATORIES INC COM CL A1.1K sharesnew addition2026-03-312026-05-12

TFLO ISHARES TREASURY FLOATING RATE BOND ETF1.4K sharesnew addition2026-03-312026-05-12

GEN DIGITAL INC COM GEN DIGITAL INC COM3.6K sharesnew addition2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC COM245 sharesnew addition2026-03-312026-05-12

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PPH VANECK PHARMACEUTICAL ETF654 sharesnew addition2026-03-312026-05-12

CTVA CORTEVA INC COM785 sharesnew addition2026-03-312026-05-12

ETHA ISHARES ETHEREUM TRUST ETF4.2K sharesnew addition2026-03-312026-05-12

PTC PTC INC COM459 sharesnew addition2026-03-312026-05-12

CGUS CAPITAL GROUP CORE EQUITY ETF1.7K sharesnew addition2026-03-312026-05-12

AVXL ANAVEX LIFE SCIENCES CORP COM NEW21.1K sharesnew addition2026-03-312026-05-12

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF439 sharesnew addition2026-03-312026-05-12

AMP AMERIPRISE FINL INC COM144 sharesnew addition2026-03-312026-05-12

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XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF350 sharesnew addition2026-03-312026-05-12

CRWV COREWEAVE INC COM CL A820 sharesnew addition2026-03-312026-05-12

TXN TEXAS INSTRS INC COM322 sharesnew addition2026-03-312026-05-12

EQT CORP COM EQT CORP COM977 sharesnew addition2026-03-312026-05-12

STRV STRIVE 500 ETF1.5K sharesnew addition2026-03-312026-05-12

IONQ IONQ INC COM2.1K sharesnew addition2026-03-312026-05-12

NXST NEXSTAR MEDIA GROUP INC COMMON STOCK338 sharesnew addition2026-03-312026-05-12

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BLACKROCK INC COM BLACKROCK INC COM63 sharesnew addition2026-03-312026-05-12

RF REGIONS FINANCIAL CORP NEW COM2.3K sharesnew addition2026-03-312026-05-12

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WFC WELLS FARGO & CO COM754 sharesnew addition2026-03-312026-05-12

DOCU DOCUSIGN INC COM1.3K sharesnew addition2026-03-312026-05-12

QYLD GLOBAL X NASDAQ 100 COVERED CALL ETF3.5K sharesnew addition2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC COM280 sharesnew addition2026-03-312026-05-12

SEIC SEI INVTS CO COM741 sharesnew addition2026-03-312026-05-12

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SOFI SOFI TECHNOLOGIES INC COM3.6K sharesnew addition2026-03-312026-05-12

MTB M & T BK CORP COM278 sharesnew addition2026-03-312026-05-12

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VRSN VERISIGN INC COM224 sharesnew addition2026-03-312026-05-12

FCG FIRST TRUST NATURAL GAS ETF1.7K sharesnew addition2026-03-312026-05-12

QQEW FIRST TRUST NASDAQ-100 SELECT EQUAL WEIGHT ETF432 sharesnew addition2026-03-312026-05-12

GM GENERAL MTRS CO COM718 sharesnew addition2026-03-312026-05-12

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LINDE PLC SHS LINDE PLC SHS107 sharesnew addition2026-03-312026-05-12

PFFD GLOBAL X U.S. PREFERRED ETF2.9K sharesnew addition2026-03-312026-05-12

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW911 sharesnew addition2026-03-312026-05-12

CCK CROWN HLDGS INC COM522 sharesnew addition2026-03-312026-05-12

SHEL SHELL PLC SPON ADS559 sharesnew addition2026-03-312026-05-12

CLX CLOROX CO DEL COM500 sharesnew addition2026-03-312026-05-12

HTGC HERCULES CAPITAL INC COM3.5K sharesnew addition2026-03-312026-05-12

BSY BENTLEY SYS INC COM CL B1.5K sharesnew addition2026-03-312026-05-12

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XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF319 sharesnew addition2026-03-312026-05-12

NRG NRG ENERGY INC COM NEW353 sharesnew addition2026-03-312026-05-12

J JACOBS SOLUTIONS INC COM404 sharesnew addition2026-03-312026-05-12

USB US BANCORP COM NEW978 sharesnew addition2026-03-312026-05-12

G GENPACT LIMITED SHS1.4K sharesnew addition2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC COM NEW109 sharesnew addition2026-03-312026-05-12

INGR INGREDION INC COM446 sharesnew addition2026-03-312026-05-12

APP APPLOVIN CORP COM CL A125 sharesnew addition2026-03-312026-05-12

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IVZ INVESCO LTD SHS2.0K sharesnew addition2026-03-312026-05-12

GMED GLOBUS MED INC CL A575 sharesnew addition2026-03-312026-05-12

PVH PVH CORPORATION COM700 sharesnew addition2026-03-312026-05-12

LDOS LEIDOS HOLDINGS INC COM313 sharesnew addition2026-03-312026-05-12

CVS CVS HEALTH CORP COM675 sharesnew addition2026-03-312026-05-12

COPX GLOBAL X COPPER MINERS ETF634 sharesnew addition2026-03-312026-05-12

RMD RESMED INC COM213 sharesnew addition2026-03-312026-05-12

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TOTALENERGIES SE ACT TOTALENERGIES SE ACT519 sharesnew addition2026-03-312026-05-12

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CE CELANESE CORP DEL COM724 sharesnew addition2026-03-312026-05-12

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BPOP POPULAR INC COM NEW348 sharesnew addition2026-03-312026-05-12

SPG SIMON PPTY GROUP INC NEW COM251 sharesnew addition2026-03-312026-05-12

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF800 sharesnew addition2026-03-312026-05-12

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EPD ENTERPRISE PRODS PARTNERS L P COM1.2K sharesnew addition2026-03-312026-05-12

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FTNT FORTINET INC COM564 sharesnew addition2026-03-312026-05-12

PEGA PEGASYSTEMS INC COM1.1K sharesnew addition2026-03-312026-05-12

OC OWENS CORNING NEW COM415 sharesnew addition2026-03-312026-05-12

PAYX PAYCHEX INC COM478 sharesnew addition2026-03-312026-05-12

MEG ONTERRIS INC COM2.0K sharesnew addition2026-03-312026-05-12

PENN PENN ENTERTAINMENT INC COM2.9K sharesnew addition2026-03-312026-05-12

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NVDY YIELDMAX NVDA OPTION INCOME STRATEGY ETF3.3K sharesnew addition2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC COM96 sharesnew addition2026-03-312026-05-12

EPR EPR PPTYS COM SH BEN INT849 sharesnew addition2026-03-312026-05-12

XMAG DEFIANCE LARGE CAP EX-MAG 7 ETF1.9K sharesnew addition2026-03-312026-05-12

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF617 sharesnew addition2026-03-312026-05-12

CVNA CARVANA CO CL A134 sharesnew addition2026-03-312026-05-12

SPYI NEOS S&P 500 HIGH INCOME ETF850 sharesnew addition2026-03-312026-05-12

LFUS LITTELFUSE INC COM123 sharesnew addition2026-03-312026-05-12

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MTD METTLER TOLEDO INTERNATIONAL COM33 sharesnew addition2026-03-312026-05-12

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF660 sharesnew addition2026-03-312026-05-12

SNA SNAP ON INC COM113 sharesnew addition2026-03-312026-05-12

VNQ VANGUARD REAL ESTATE ETF459 sharesnew addition2026-03-312026-05-12

BMO BANK MONTREAL MEDIUM COM300 sharesnew addition2026-03-312026-05-12

FI FISERV INC COM716 sharesnew addition2026-03-312026-05-12

MGM MGM RESORTS INTERNATIONAL COM1.1K sharesnew addition2026-03-312026-05-12

CME CME GROUP INC COM134 sharesnew addition2026-03-312026-05-12

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ARTY ISHARES FUTURE AI & TECH ETF850 sharesnew addition2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC COM151 sharesnew addition2026-03-312026-05-12

ROKU ROKU INC COM CL A414 sharesnew addition2026-03-312026-05-12

KRE STATE STREET SPDR S&P REGIONAL BANKING ETF600 sharesnew addition2026-03-312026-05-12

VICI VICI PPTYS INC COM1.4K sharesnew addition2026-03-312026-05-12

CHRD CHORD ENERGY CORPORATION COM NEW272 sharesnew addition2026-03-312026-05-12

ROP ROPER TECHNOLOGIES INC COM109 sharesnew addition2026-03-312026-05-12

ENFR ALERIAN ENERGY INFRASTRUCTURE ETF1.0K sharesnew addition2026-03-312026-05-12

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ENB ENBRIDGE INC COM704 sharesnew addition2026-03-312026-05-12

APLD APPLIED DIGITAL CORP COM NEW1.6K sharesnew addition2026-03-312026-05-12

QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK329 sharesnew addition2026-03-312026-05-12

DAL DELTA AIR LINES INC COM NEW569 sharesnew addition2026-03-312026-05-12

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF385 sharesnew addition2026-03-312026-05-12

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CBOE CBOE GLOBAL MKTS INC COM133 sharesnew addition2026-03-312026-05-12

VNT VONTIER CORPORATION COM1.0K sharesnew addition2026-03-312026-05-12

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MLPX GLOBAL X MLP & ENERGY INFRASTRUCTURE ETF500 sharesnew addition2026-03-312026-05-12

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IVW ISHARES S&P 500 GROWTH ETF324 sharesnew addition2026-03-312026-05-12

BUG GLOBAL X CYBERSECURITY ETF1.4K sharesnew addition2026-03-312026-05-12

VFC V F CORP COM2.1K sharesnew addition2026-03-312026-05-12

EFV ISHARES MSCI EAFE VALUE ETF482 sharesnew addition2026-03-312026-05-12

SYY SYSCO CORP COM500 sharesnew addition2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS COM46 sharesnew addition2026-03-312026-05-12

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CF CF INDUSTRIES HOLD COM273 sharesnew addition2026-03-312026-05-12

KMI KINDER MORGAN INC DEL COM1.1K sharesnew addition2026-03-312026-05-12

SYF SYNCHRONY FINANCIAL COM520 sharesnew addition2026-03-312026-05-12

SSNC SS&C TECH HLDGS COM523 sharesnew addition2026-03-312026-05-12

ADM ARCHER DANIELS MIDLAND CO COM484 sharesnew addition2026-03-312026-05-12

RBRK RUBRIK INC. CL A715 sharesnew addition2026-03-312026-05-12

TRV TRAVELERS COMPANIES INC COM120 sharesnew addition2026-03-312026-05-12

NXPI NXP SEMICONDUCTORS N V COM176 sharesnew addition2026-03-312026-05-12

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SUNBELT RENTALS HOLDINGS INC SHS SUNBELT RENTALS HOLDINGS INC SHS533 sharesnew addition2026-03-312026-05-12

RHI ROBERT HALF INC. COM1.3K sharesnew addition2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO COM106 sharesnew addition2026-03-312026-05-12

ALSN ALLISON TRANSMISSION HLDGS INC COM289 sharesnew addition2026-03-312026-05-12

EFG ISHARES MSCI EAFE GROWTH ETF302 sharesnew addition2026-03-312026-05-12

STERIS PLC SHS USD STERIS PLC SHS USD151 sharesnew addition2026-03-312026-05-12

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF305 sharesnew addition2026-03-312026-05-12

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EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF549 sharesnew addition2026-03-312026-05-12

WDC WESTERN DIGITAL CORP COM122 sharesnew addition2026-03-312026-05-12

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF682 sharesnew addition2026-03-312026-05-12

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PAYC PAYCOM SOFTWARE INC COM269 sharesnew addition2026-03-312026-05-12

MARA MARA HOLDINGS INC COM4.0K sharesnew addition2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TRUST ETF618 sharesnew addition2026-03-312026-05-12

BBAI BIGBEAR AI HLDGS INC COM9.3K sharesnew addition2026-03-312026-05-12

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MLI MUELLER INDS INC COM291 sharesnew addition2026-03-312026-05-12

FCX FREEPORT MCMORAN INC CL B544 sharesnew addition2026-03-312026-05-12

ARCC ARES CAPITAL CORP COM1.8K sharesnew addition2026-03-312026-05-12

TOL TOLL BROTHERS INC COM233 sharesnew addition2026-03-312026-05-12

KR KROGER CO COM435 sharesnew addition2026-03-312026-05-12

DJD INVESCO DOW JONES INDUSTRIAL AVERAGE DIVIDEND ETF526 sharesnew addition2026-03-312026-05-12

VOOV VANGUARD S&P 500 VALUE ETF154 sharesnew addition2026-03-312026-05-12

CZR CAESARS ENTERTAINMENT INC NEW COM1.2K sharesnew addition2026-03-312026-05-12

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TSLX SIXTH STREET SPECIALTY LENDING COM1.7K sharesnew addition2026-03-312026-05-12

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VIG VANGUARD DIVIDEND APPRECIATION ETF145 sharesnew addition2026-03-312026-05-12

SAIC SCIENCE APPLICATIONS INTL CORP COM327 sharesnew addition2026-03-312026-05-12

VGIT VANGUARD INTERMEDIATE-TERM TREASURY ETF518 sharesnew addition2026-03-312026-05-12

IT GARTNER INC COM193 sharesnew addition2026-03-312026-05-12

VXX IPATH SERIES B S&P 500 VIX SHORT-TERM FUTURES ETN850 sharesnew addition2026-03-312026-05-12

COUR COURSERA INC COM5.2K sharesnew addition2026-03-312026-05-12

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BLACKSKY TECHNOLOGY INC CL A NEW BLACKSKY TECHNOLOGY INC CL A NEW1.2K sharesnew addition2026-03-312026-05-12

DGRO ISHARES CORE DIVIDEND GROWTH ETF426 sharesnew addition2026-03-312026-05-12

ROKT STATE STREET SPDR S&P KENSHO FINAL FRONTIERS ETF300 sharesnew addition2026-03-312026-05-12

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS391 sharesnew addition2026-03-312026-05-12

RPM RPM INTL INC COM298 sharesnew addition2026-03-312026-05-12

SBSW SIBANYE STILLWATER LTD SPONSORED ADR2.3K sharesnew addition2026-03-312026-05-12

MANU MANCHESTER UTD PLC NEW ORD CL A1.7K sharesnew addition2026-03-312026-05-12

FETH FIDELITY ETHEREUM FUND ETF1.4K sharesnew addition2026-03-312026-05-12

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FIVE FIVE BELOW INC COM126 sharesnew addition2026-03-312026-05-12

IRDM IRIDIUM COMMUNICATIONS INC COM1.0K sharesnew addition2026-03-312026-05-12

FXI ISHARES CHINA LARGE-CAP ETF800 sharesnew addition2026-03-312026-05-12

MC MOELIS & CO CL A500 sharesnew addition2026-03-312026-05-12

DJIA GLOBAL X DOW 30 COVERED CALL ETF1.4K sharesnew addition2026-03-312026-05-12

EXPE EXPEDIA GROUP INC COM NEW123 sharesnew addition2026-03-312026-05-12

REG REGENCY CTRS CORP COM372 sharesnew addition2026-03-312026-05-12

AES AES CORP COM2.0K sharesnew addition2026-03-312026-05-12

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CELESTICA INC COM CELESTICA INC COM100 sharesnew addition2026-03-312026-05-12

EXEL EXELIXIS INC COM656 sharesnew addition2026-03-312026-05-12

WHR WHIRLPOOL CORP COM518 sharesnew addition2026-03-312026-05-12

VMI VALMONT INDS INC COM69 sharesnew addition2026-03-312026-05-12

XRAY DENTSPLY SIRONA INC COM2.4K sharesnew addition2026-03-312026-05-12

FLS FLOWSERVE CORP COM368 sharesnew addition2026-03-312026-05-12

THG HANOVER INS GROUP INC COM156 sharesnew addition2026-03-312026-05-12

FTV FORTIVE CORP COM486 sharesnew addition2026-03-312026-05-12

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BLD TOPBUILD COR COM76 sharesnew addition2026-03-312026-05-12

NLR VANECK URANIUM AND NUCLEAR ETF200 sharesnew addition2026-03-312026-05-12

RNG RINGCENTRAL INC CL A715 sharesnew addition2026-03-312026-05-12

DASH DOORDASH INC CL A175 sharesnew addition2026-03-312026-05-12

FBND FIDELITY TOTAL BOND ETF572 sharesnew addition2026-03-312026-05-12

BAH BOOZ ALLEN HAMILTON HLDG CORP CL A335 sharesnew addition2026-03-312026-05-12

MNST MONSTER BEVERAGE CORP NEW COM359 sharesnew addition2026-03-312026-05-12

VLO VALERO ENERGY CORP COM105 sharesnew addition2026-03-312026-05-12

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MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF108 sharesnew addition2026-03-312026-05-12

CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A414 sharesnew addition2026-03-312026-05-12

THC TENET HEALTHCARE CORP COM NEW134 sharesnew addition2026-03-312026-05-12

COP CONOCOPHILLIPS COM188 sharesnew addition2026-03-312026-05-12

XYLD GLOBAL X S&P 500 COVERED CALL ETF634 sharesnew addition2026-03-312026-05-12

INFLEQTION INC COM SHS INFLEQTION INC COM SHS2.5K sharesnew addition2026-03-312026-05-12

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK1.0K sharesnew addition2026-03-312026-05-12

RBLD FIRST TRUST ALERIAN US NEXTGEN INFRASTRUCTURE ETF301 sharesnew addition2026-03-312026-05-12

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MSI MOTOROLA SOLUTIONS INC COM NEW56 sharesnew addition2026-03-312026-05-12

LUCID GROUP INC COM NEW LUCID GROUP INC COM NEW2.6K sharesnew addition2026-03-312026-05-12

RDDT REDDIT INC CL A179 sharesnew addition2026-03-312026-05-12

FTHI FIRST TRUST BUYWRITE INCOME ETF1.1K sharesnew addition2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC COM260 sharesnew addition2026-03-312026-05-12

AIT APPLIED INDL TECHNOLOGIES INC COM90 sharesnew addition2026-03-312026-05-12

PATH UIPATH INC CL A2.1K sharesnew addition2026-03-312026-05-12

NVST ENVISTA HOLDINGS CORPORATION COM937 sharesnew addition2026-03-312026-05-12

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ANGLOGOLD ASHANTI PLC COM SHS ANGLOGOLD ASHANTI PLC COM SHS243 sharesnew addition2026-03-312026-05-12

MET METLIFE INC COM333 sharesnew addition2026-03-312026-05-12

LNG CHENIERE ENERGY INC COM NEW83 sharesnew addition2026-03-312026-05-12

LH LABCORP HOLDINGS INC COM SHS88 sharesnew addition2026-03-312026-05-12

LOPE GRAND CANYON ED INC COM138 sharesnew addition2026-03-312026-05-12

USAR USA RARE EARTH INC COM1.6K sharesnew addition2026-03-312026-05-12

MPWR MONOLITHIC PWR SYS INC COM21 sharesnew addition2026-03-312026-05-12

ALLE ALLEGION PLC ORD SHS158 sharesnew addition2026-03-312026-05-12

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BHP BHP BILLITON LIMITED SPONSORED ADS315 sharesnew addition2026-03-312026-05-12

CPT CAMDEN PPTY TR SH BEN INT232 sharesnew addition2026-03-312026-05-12

ASND ASCENDIS PHARMA A/S SPONSORED ADR100 sharesnew addition2026-03-312026-05-12

KBR KBR INC COM618 sharesnew addition2026-03-312026-05-12

MATCH GROUP INC NEW COM MATCH GROUP INC NEW COM741 sharesnew addition2026-03-312026-05-12

BROS DUTCH BROS INC CL A449 sharesnew addition2026-03-312026-05-12

O REALTY INCOME CORP COM365 sharesnew addition2026-03-312026-05-12

RSG REPUBLIC SVCS INC COM102 sharesnew addition2026-03-312026-05-12

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BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS500 sharesnew addition2026-03-312026-05-12

HSBC HSBC HLDGS PLC SPON ADR NEW263 sharesnew addition2026-03-312026-05-12

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NEE NEXTERA ENERGY INC COM234 sharesnew addition2026-03-312026-05-12

CCJ CAMECO CORP COM200 sharesnew addition2026-03-312026-05-12

TWLO TWILIO INC CL A172 sharesnew addition2026-03-312026-05-12

JCI JOHNSON CTLS INTL PLC SHS164 sharesnew addition2026-03-312026-05-12

ADEA ADEIA INC COM887 sharesnew addition2026-03-312026-05-12

Sponsored

SPGI S&P GLOBAL INC COM50 sharesnew addition2026-03-312026-05-12

HXL HEXCEL CORP NEW COM262 sharesnew addition2026-03-312026-05-12

TPYP TORTOISE NORTH AMERICAN PIPELINE ETF500 sharesnew addition2026-03-312026-05-12

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND450 sharesnew addition2026-03-312026-05-12

CPA COPA HOLDINGS SA CL A186 sharesnew addition2026-03-312026-05-12

PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF PROSHARES ULTRA VIX SHORT-TERM FUTURES ETF400 sharesnew addition2026-03-312026-05-12

APTIV PLC COM SHS APTIV PLC COM SHS297 sharesnew addition2026-03-312026-05-12

RVTY REVVITY INC COM235 sharesnew addition2026-03-312026-05-12

Sponsored

ZM ZOOM COMMUNICATIONS INC CL A254 sharesnew addition2026-03-312026-05-12

ES EVERSOURCE ENERGY COM293 sharesnew addition2026-03-312026-05-12

DLTR DOLLAR TREE INC COM183 sharesnew addition2026-03-312026-05-12

EA ELECTRONIC ARTS INC COM98 sharesnew addition2026-03-312026-05-12

NVDA

NVIDIA CORPORATION COM

New

Shares145.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC COM

New

Shares34.7K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP COM

New

Shares17.5K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC COM

New

Shares21.3K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL C

New

Shares12.0K

Event2026-03-31

Filed2026-05-12

BROADCOM INC COM

New

Shares11.1K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD SHARES

New

Shares7.0K

Event2026-03-31

Filed2026-05-12

NBIS

NEBIUS GROUP N.V. SHS CLASS A

New

Shares24.4K

Event2026-03-31

Filed2026-05-12

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

New

Shares64.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK CL A

New

Shares7.4K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION COM

New

Shares10.4K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC CL A

New

Shares13.4K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL CL B NEW

New

Shares4.0K

Event2026-03-31

Filed2026-05-12

VANGUARD S&P 500 ETF

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP COM

New

Shares10.9K

Event2026-03-31

Filed2026-05-12

VRT

VERTIV HOLDINGS CO COM CL A

New

Shares7.3K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC COM

New

Shares8.5K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC COM

New

Shares5.2K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP COM

New

Shares2.6K

Event2026-03-31

Filed2026-05-12

VANGUARD LARGE-CAP ETF

New

Shares5.2K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC COM

New

Shares4.2K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC COM

New

Shares2.1K

Event2026-03-31

Filed2026-05-12

BLOOM ENERGY CORP COM CL A

New

Shares10.6K

Event2026-03-31

Filed2026-05-12

QQQE

DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF

New

Shares14.4K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD INFORMATION TECHNOLOGY ETF

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION COM

New

Shares6.8K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL US CORE EQUITY MARKET ETF

New

Shares30.9K

Event2026-03-31

Filed2026-05-12

STLD

STEEL DYNAMICS INC COM

New

Shares7.4K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC COM

New

Shares46.8K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD TOTAL INTERNATIONAL STOCK ETF

New

Shares17.0K

Event2026-03-31

Filed2026-05-12