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The Analysis of Integrity Financial Corp /WA's Holdings & P&L

Currently, Integrity Financial Corp /WA holds 292 types of securities in its portfolio with a total value $201.0M. In the most recent quarter, they have increased their positions in FJAN (+26.6K shares, valued at $1.3M), N/A (+3.2K shares, valued at $934.0K), AMZN (+3.9K shares, valued at $811.6K); decreased their positions in DJUN (-7.6K shares, valued at $358.4K), N/A (-686 shares, valued at $328.7K), FTCS (-3.0K shares, valued at $274.2K); initiated new positions in WMT (+5.4K shares, valued at $670.2K), LLY (+631 shares, valued at $580.6K), COF (+2.6K shares, valued at $470.1K).

1M P&L

+5.9M+3.42%

3M P&L

+1.2M+0.70%

HY P&L

+6.2M+3.58%

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/A124.4M

73.4%

2Consumer Electronics8.4M

5.0%

3Software - Infrastructure6.7M

4.0%

Top Industries by Stock Count

1N/A232 stocks

85.6%

2Semiconductors4 stocks

1.5%

3Banks - Diversified2 stocks

0.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T38.5K shares2.68%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR25.2K shares-0.47%2026-03-312026-05-14

FLQM FRANKLIN TEMPLETON ETF TR159.3K shares3.61%2026-03-312026-05-14

AAPL APPLE INC32.5K shares5.15%2026-03-312026-05-14

MSFT MICROSOFT CORP14.4K shares3.46%2026-03-312026-05-14

HTRB HARTFORD FDS EXCHANGE TRADED154.9K shares0.94%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO16.7K shares2.65%2026-03-312026-05-14

MFSI MFS ACTIVE EXCHANGE TRADED F159.1K shares2.04%2026-03-312026-05-14

Sponsored

CSRE COHEN & STEERS ETF TRUST166.0K shares4.15%2026-03-312026-05-14

FJAN FIRST TR EXCHNG TRADED FD VI68.0K shares64.06%2026-03-312026-05-14

AMZN AMAZON COM INC15.1K shares34.77%2026-03-312026-05-14

ALPHABET INC ALPHABET INC10.9K shares42.46%2026-03-312026-05-14

NVDA NVIDIA CORPORATION17.8K shares34.30%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS4.5K shares0.36%2026-03-312026-05-14

BUFD FIRST TR EXCHNG TRADED FD VI84.6K shares-3.50%2026-03-312026-05-14

FFEB FIRST TR EXCHNG TRADED FD VI42.1K shares28.58%2026-03-312026-05-14

Sponsored

ALPHABET INC ALPHABET INC8.2K shares-10.42%2026-03-312026-05-14

BRO BROWN & BROWN INC35.8K shares0.00%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI66.7K shares7.74%2026-03-312026-05-14

FMAR FIRST TR EXCHNG TRADED FD VI45.7K shares-5.32%2026-03-312026-05-14

FSEP FIRST TR EXCHNG TRADED FD VI43.0K shares-0.98%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T25.8K shares-8.82%2026-03-312026-05-14

FNOV FIRST TR EXCHNG TRADED FD VI35.9K shares-3.03%2026-03-312026-05-14

FDEC FIRST TR EXCHNG TRADED FD VI38.5K shares21.84%2026-03-312026-05-14

Sponsored

PSC PRINCIPAL EXCHANGE TRADED FD32.8K shares0.67%2026-03-312026-05-14

IQLT ISHARES TR40.0K shares-11.98%2026-03-312026-05-14

FJUN FIRST TR EXCHNG TRADED FD VI29.2K shares-10.69%2026-03-312026-05-14

FMAY FIRST TR EXCHNG TRADED FD VI29.7K shares-10.14%2026-03-312026-05-14

TSLA TESLA INC4.2K shares-7.70%2026-03-312026-05-14

FJUL FIRST TR EXCHNG TRADED FD VI25.3K shares-6.48%2026-03-312026-05-14

FTSL FIRST TR EXCHANGE-TRADED FD30.9K shares-5.97%2026-03-312026-05-14

FAUG FIRST TR EXCHNG TRADED FD VI26.7K shares-3.76%2026-03-312026-05-14

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD18.8K shares-14.65%2026-03-312026-05-14

PVAL PUTNAM ETF TRUST27.6K shares169.74%2026-03-312026-05-14

DDEC FIRST TR EXCHNG TRADED FD VI26.5K shares-11.39%2026-03-312026-05-14

AOR ISHARES TR18.2K shares-6.05%2026-03-312026-05-14

DFEB FIRST TR EXCHNG TRADED FD VI24.3K shares-3.90%2026-03-312026-05-14

DMAR FIRST TR EXCHNG TRADED FD VI26.6K shares-9.57%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.3K shares-22.93%2026-03-312026-05-14

GLD SPDR GOLD TR2.5K shares-2.99%2026-03-312026-05-14

Sponsored

FOCT FIRST TR EXCHNG TRADED FD VI22.5K shares-6.73%2026-03-312026-05-14

FAPR FIRST TR EXCHNG TRADED FD VI22.6K shares-7.58%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC8.9K shares23.96%2026-03-312026-05-14

META META PLATFORMS INC1.7K shares6.62%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION977 shares-4.12%2026-03-312026-05-14

DAUG FIRST TR EXCHNG TRADED FD VI21.9K shares-15.16%2026-03-312026-05-14

PHYL PGIM ETF TR26.2K shares0.35%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC5.5K shares-0.02%2026-03-312026-05-14

Sponsored

DMAY FIRST TR EXCHNG TRADED FD VI19.8K shares-17.33%2026-03-312026-05-14

BROADCOM INC BROADCOM INC2.8K shares102.35%2026-03-312026-05-14

DOCT FIRST TR EXCHNG TRADED FD VI19.6K shares-2.22%2026-03-312026-05-14

DJAN FIRST TR EXCHNG TRADED FD VI19.8K shares103.62%2026-03-312026-05-14

DSEP FIRST TR EXCHNG TRADED FD VI18.7K shares-0.98%2026-03-312026-05-14

V VISA INC2.7K shares28.19%2026-03-312026-05-14

DE DEERE & CO1.4K shares25.26%2026-03-312026-05-14

GJUL FIRST TR EXCHNG TRADED FD VI18.8K shares0.00%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION3.7K shares72.71%2026-03-312026-05-14

SLV ISHARES SILVER TR11.2K shares8.66%2026-03-312026-05-14

DJUL FIRST TR EXCHNG TRADED FD VI16.2K shares-13.53%2026-03-312026-05-14

CSCO CISCO SYS INC9.7K shares-0.07%2026-03-312026-05-14

XOM EXXON MOBIL CORP4.4K shares62.62%2026-03-312026-05-14

RSG REPUBLIC SVCS INC3.3K shares-0.15%2026-03-312026-05-14

DJUN FIRST TR EXCHNG TRADED FD VI15.2K shares-33.35%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR27.4K shares577.58%2026-03-312026-05-14

Sponsored

WMT WALMART INC5.4K sharesnew addition2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC674 shares22.99%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS3.0K shares-19.32%2026-03-312026-05-14

BAC BANK AMERICA CORP13.0K shares13.14%2026-03-312026-05-14

INTC INTEL CORP14.3K shares0.00%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS2.6K shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS1.4K shares4.32%2026-03-312026-05-14

TXN TEXAS INSTRS INC3.2K shares-13.13%2026-03-312026-05-14

Sponsored

VGT VANGUARD WORLD FD867 shares0.00%2026-03-312026-05-14

GJUN FIRST TR EXCHNG TRADED FD VI15.3K shares0.00%2026-03-312026-05-14

EMR EMERSON ELEC CO4.5K shares44.66%2026-03-312026-05-14

LLY ELI LILLY & CO631 sharesnew addition2026-03-312026-05-14

FWRD FORWARD AIR CORP33.3K shares0.00%2026-03-312026-05-14

FTCS FIRST TR EXCHANGE-TRADED FD5.9K shares-33.39%2026-03-312026-05-14

DNL WISDOMTREE TR13.4K shares-7.96%2026-03-312026-05-14

AOM ISHARES TR11.4K shares0.28%2026-03-312026-05-14

Sponsored

IVV ISHARES TR804 shares5.51%2026-03-312026-05-14

AOA ISHARES TR5.7K shares-10.62%2026-03-312026-05-14

GFEB FIRST TR EXCHNG TRADED FD VI11.7K shares450.97%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP2.6K sharesnew addition2026-03-312026-05-14

QUAL ISHARES TR2.4K shares-1.05%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD9.6K shares-15.08%2026-03-312026-05-14

GLW CORNING INC3.3K shares0.61%2026-03-312026-05-14

ASML ASML HLDG NV334 sharesnew addition2026-03-312026-05-14

Sponsored

DAPR FIRST TR EXCHNG TRADED FD VI11.0K shares1.63%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC1.6K shares6.51%2026-03-312026-05-14

PCAR PACCAR INC3.6K shares46.26%2026-03-312026-05-14

MS MORGAN STANLEY2.5K sharesnew addition2026-03-312026-05-14

UNP UNION PAC CORP1.7K shares29.60%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K sharesnew addition2026-03-312026-05-14

DNOV FIRST TR EXCHNG TRADED FD VI8.5K shares7.73%2026-03-312026-05-14

NFLX NETFLIX INC.4.2K shares60.35%2026-03-312026-05-14

Sponsored

QCOM QUALCOMM INC3.0K shares20.58%2026-03-312026-05-14

FSK FS KKR CAP CORP34.9K shares-35.48%2026-03-312026-05-14

CAT CATERPILLAR INC525 sharesnew addition2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE1.3K shares-0.15%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC434 sharesnew addition2026-03-312026-05-14

GJAN FIRST TR EXCHNG TRADED FD VI8.5K shares14.35%2026-03-312026-05-14

PROSHARES TR PROSHARES TR4.3K shares11.26%2026-03-312026-05-14

WDC WESTERN DIGITAL CORP1.3K shares0.00%2026-03-312026-05-14

Sponsored

FCX FREEPORT MCMORAN INC5.8K sharesnew addition2026-03-312026-05-14

GEV GE VERNOVA INC384 shares0.00%2026-03-312026-05-14

SPSM SPDR SERIES TRUST6.9K shares-8.56%2026-03-312026-05-14

VBR VANGUARD INDEX FDS1.5K shares-32.10%2026-03-312026-05-14

GSEP FIRST TR EXCHNG TRADED FD VI8.6K shares-17.38%2026-03-312026-05-14

YDEC FIRST TR EXCHNG TRADED FD VI12.2K shares-15.18%2026-03-312026-05-14

VO VANGUARD INDEX FDS1.1K shares145.98%2026-03-312026-05-14

YJUN FIRST TR EXCHNG TRADED FD VI12.2K shares-6.67%2026-03-312026-05-14

Sponsored

SCHW SCHWAB CHARLES CORP3.3K sharesnew addition2026-03-312026-05-14

MCD MCDONALDS CORP985 shares-18.05%2026-03-312026-05-14

BA BOEING CO1.5K shares0.13%2026-03-312026-05-14

HD HOME DEPOT INC920 sharesnew addition2026-03-312026-05-14

VTI VANGUARD INDEX FDS929 shares-25.32%2026-03-312026-05-14

MARM FIRST TR EXCHNG TRADED FD VI8.8K shares-0.85%2026-03-312026-05-14

QCOC FIRST TR EXCHNG TRADED FD VI13.2K shares0.00%2026-03-312026-05-14

KO COCA COLA CO3.7K sharesnew addition2026-03-312026-05-14

Sponsored

DGRO ISHARES TR4.0K shares0.45%2026-03-312026-05-14

GMAY FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-14

EUFN ISHARES TR8.0K sharesnew addition2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD5.5K shares-27.61%2026-03-312026-05-14

FEBM FIRST TR EXCHNG TRADED FD VI9.1K shares2.97%2026-03-312026-05-14

SAP SAP SE1.6K sharesnew addition2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC4.7K sharesnew addition2026-03-312026-05-14

RTX RTX CORPORATION1.4K sharesnew addition2026-03-312026-05-14

Sponsored

SCHG SCHWAB STRATEGIC TR9.2K shares-50.53%2026-03-312026-05-14

GAUG FIRST TR EXCHNG TRADED FD VI6.9K shares-19.58%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC2.1K sharesnew addition2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP416 shares-0.24%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR2.8K shares-2.24%2026-03-312026-05-14

ECL ECOLAB INC937 shares0.00%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR10.0K shares115.44%2026-03-312026-05-14

BP BP PLC5.2K sharesnew addition2026-03-312026-05-14

Sponsored

DFUS DIMENSIONAL ETF TRUST3.4K shares-22.98%2026-03-312026-05-14

SHEL SHELL PLC2.6K sharesnew addition2026-03-312026-05-14

HON HONEYWELL INTL INC1.0K shares0.00%2026-03-312026-05-14

PICK ISHARES INC4.0K sharesnew addition2026-03-312026-05-14

UBS UBS GROUP AG5.7K sharesnew addition2026-03-312026-05-14

XSOE WISDOMTREE TR5.5K shares0.00%2026-03-312026-05-14

XSEP FIRST TR EXCHNG TRADED FD VI5.3K shares-39.15%2026-03-312026-05-14

ORCL ORACLE CORP1.5K sharesnew addition2026-03-312026-05-14

Sponsored

SBUX STARBUCKS CORP2.4K sharesnew addition2026-03-312026-05-14

ARKK ARK ETF TR3.1K shares-3.08%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS3.2K shares-15.93%2026-03-312026-05-14

ING ING GROEP N.V.7.8K sharesnew addition2026-03-312026-05-14

MTUM ISHARES TR843 shares0.00%2026-03-312026-05-14

QMAR FIRST TR EXCHNG TRADED FD VI5.9K shares1.83%2026-03-312026-05-14

PMAY INNOVATOR ETFS TRUST4.9K shares-26.82%2026-03-312026-05-14

GOCT FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-03-312026-05-14

Sponsored

BAPR INNOVATOR ETFS TRUST3.8K shares0.00%2026-03-312026-05-14

FXL FIRST TR EXCHANGE-TRADED FD1.2K shares0.00%2026-03-312026-05-14

USMV ISHARES TR1.9K shares-20.51%2026-03-312026-05-14

IWR ISHARES TR1.8K shares0.00%2026-03-312026-05-14

BMAR INNOVATOR ETFS TRUST3.3K shares-0.66%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR3.5K shares0.00%2026-03-312026-05-14

AOK ISHARES TR4.2K shares-2.04%2026-03-312026-05-14

GAPR FIRST TR EXCHNG TRADED FD VI4.0K shares7.89%2026-03-312026-05-14

Sponsored

GDEC FIRST TR EXCHNG TRADED FD VI4.3K shares0.18%2026-03-312026-05-14

VCR VANGUARD WORLD FD445 shares-0.22%2026-03-312026-05-14

XJUN FIRST TR EXCHNG TRADED FD VI3.7K shares0.00%2026-03-312026-05-14

OCTM FIRST TR EXCHNG TRADED FD VI4.8K shares1.05%2026-03-312026-05-14

QJUN FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-03-312026-05-14

WCMI FIRST TR EXCHANGE-TRADED FD9.2K shares684.50%2026-03-312026-05-14

PJUN INNOVATOR ETFS TRUST3.7K shares-30.83%2026-03-312026-05-14

PWB INVESCO EXCHANGE TRADED FD T1.2K shares-28.71%2026-03-312026-05-14

Sponsored

IWB ISHARES TR416 shares0.00%2026-03-312026-05-14

OBDC BLUE OWL CAPITAL CORPORATION12.7K shares-1.92%2026-03-312026-05-14

JUNM FIRST TR EXCHNG TRADED FD VI4.2K shares0.00%2026-03-312026-05-14

SUB ISHARES TR1.2K shares-35.32%2026-03-312026-05-14

IJH ISHARES TR2.0K shares41.59%2026-03-312026-05-14

YMAR FIRST TR EXCHNG TRADED FD VI4.8K shares-4.36%2026-03-312026-05-14

LYG LLOYDS BANKING GROUP PLC25.7K sharesnew addition2026-03-312026-05-14

IWM ISHARES TR508 shares0.00%2026-03-312026-05-14

Sponsored

AGG ISHARES TR1.3K shares0.00%2026-03-312026-05-14

BBH VANECK ETF TRUST664 sharesnew addition2026-03-312026-05-14

IHE ISHARES TR1.4K sharesnew addition2026-03-312026-05-14

QCAP FIRST TR EXCHNG TRADED FD VI4.9K shares0.00%2026-03-312026-05-14

IYY ISHARES TR742 shares0.13%2026-03-312026-05-14

IEMG ISHARES INC1.7K sharesnew addition2026-03-312026-05-14

QDEC FIRST TR EXCHNG TRADED FD VI3.6K shares28.91%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR4.0K sharesnew addition2026-03-312026-05-14

Sponsored

FPXI FIRST TR EXCHANGE-TRADED FD1.7K shares-23.49%2026-03-312026-05-14

MUB ISHARES TR985 shares0.00%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE-TRADED FD2.4K shares0.04%2026-03-312026-05-14

VTV VANGUARD INDEX FDS522 shares0.00%2026-03-312026-05-14

VV VANGUARD INDEX FDS334 shares-4.57%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR1.9K shares-45.37%2026-03-312026-05-14

YSEP FIRST TR EXCHNG TRADED FD VI2.9K shares-18.55%2026-03-312026-05-14

Sponsored

BMAY INNOVATOR ETFS TRUST1.6K shares0.00%2026-03-312026-05-14

GMAR FIRST TR EXCHNG TRADED FD VI1.8K shares20.93%2026-03-312026-05-14

PMAR INNOVATOR ETFS TRUST1.6K shares0.00%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR630 shares0.32%2026-03-312026-05-14

VOX VANGUARD WORLD FD381 shares0.00%2026-03-312026-05-14

PJUL INNOVATOR ETFS TRUST1.5K shares-53.68%2026-03-312026-05-14

PAPR INNOVATOR ETFS TRUST1.7K shares-53.05%2026-03-312026-05-14

XJAN FIRST TR EXCHNG TRADED FD VI1.8K shares0.00%2026-03-312026-05-14

Sponsored

FHDG FIRST TR EXCHNG TRADED FD VI1.7K sharesnew addition2026-03-312026-05-14

UJUN INNOVATOR ETFS TRUST1.5K shares-43.13%2026-03-312026-05-14

PAUG INNOVATOR ETFS TRUST1.3K shares-1.08%2026-03-312026-05-14

BFEB INNOVATOR ETFS TRUST1.1K shares0.00%2026-03-312026-05-14

IWN ISHARES TR282 shares0.00%2026-03-312026-05-14

XFEB FIRST TR EXCHNG TRADED FD VI1.4K shares0.00%2026-03-312026-05-14

SMH VANECK ETF TRUST129 sharesnew addition2026-03-312026-05-14

IWO ISHARES TR157 shares-5.99%2026-03-312026-05-14

Sponsored

EFG ISHARES TR437 shares0.00%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR354 shares-32.83%2026-03-312026-05-14

ITOT ISHARES TR310 shares0.32%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T203 sharesnew addition2026-03-312026-05-14

LRGF ISHARES TR595 shares0.17%2026-03-312026-05-14

TSYY GRANITESHARES ETF TR11.2K shares-10.20%2026-03-312026-05-14

IEFA ISHARES TR426 shares0.00%2026-03-312026-05-14

XAPR FIRST TR EXCHNG TRADED FD VI987 shares0.00%2026-03-312026-05-14

Sponsored

TSEP FIRST TR EXCHNG TRADED FD VI1.5K shares0.00%2026-03-312026-05-14

ABCL ABCELLERA BIOLOGICS INC10.0K shares0.00%2026-03-312026-05-14

VB VANGUARD INDEX FDS131 shares-16.56%2026-03-312026-05-14

QSPT FIRST TR EXCHNG TRADED FD VI1.1K shares-12.17%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS383 shares-4.49%2026-03-312026-05-14

IXC ISHARES TR588 shares25.64%2026-03-312026-05-14

DGRW WISDOMTREE TR385 shares0.00%2026-03-312026-05-14

NLR VANECK ETF TRUST230 sharesnew addition2026-03-312026-05-14

Sponsored

SCHB SCHWAB STRATEGIC TR1.2K shares122.68%2026-03-312026-05-14

FIXD FIRST TR EXCHNG TRADED FD VI677 shares-47.84%2026-03-312026-05-14

XMAR FIRST TR EXCHNG TRADED FD VI712 shares0.00%2026-03-312026-05-14

JULM FIRST TR EXCHNG TRADED FD VI764 shares0.00%2026-03-312026-05-14

EFV ISHARES TR322 shares0.00%2026-03-312026-05-14

GNOV FIRST TR EXCHNG TRADED FD VI553 shares0.00%2026-03-312026-05-14

IWD ISHARES TR97 shares0.00%2026-03-312026-05-14

FCG FIRST TR EXCHANGE-TRADED FD651 sharesnew addition2026-03-312026-05-14

Sponsored

XDEC FIRST TR EXCHNG TRADED FD VI504 shares-42.14%2026-03-312026-05-14

SNOV FIRST TR EXCHNG TRADED FD VI818 shares0.00%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR652 shares-82.01%2026-03-312026-05-14

GDX VANECK ETF TRUST210 sharesnew addition2026-03-312026-05-14

SUSA ISHARES TR142 shares-44.31%2026-03-312026-05-14

IMCB ISHARES TR220 shares0.00%2026-03-312026-05-14

SOXX ISHARES TR53 shares0.00%2026-03-312026-05-14

MCHI ISHARES TR292 shares0.00%2026-03-312026-05-14

Sponsored

NOVM FIRST TR EXCHNG TRADED FD VI458 shares0.00%2026-03-312026-05-14

IWF ISHARES TR33 shares-2.94%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR91 shares0.00%2026-03-312026-05-14

EFAV ISHARES TR141 shares-74.96%2026-03-312026-05-14

APXM FIRST TR EXCHNG TRADED FD VI400 shares0.00%2026-03-312026-05-14

VDC VANGUARD WORLD FD54 shares-58.78%2026-03-312026-05-14

BDEC INNOVATOR ETFS TRUST250 shares0.00%2026-03-312026-05-14

BAUG INNOVATOR ETFS TRUST223 shares0.00%2026-03-312026-05-14

Sponsored

IUSG ISHARES TR70 shares0.00%2026-03-312026-05-14

PSEP INNOVATOR ETFS TRUST225 shares0.00%2026-03-312026-05-14

COYY GRANITESHARES ETF TR2.2K shares20.03%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T56 sharesnew addition2026-03-312026-05-14

FXN FIRST TR EXCHANGE-TRADED FD381 shares0.00%2026-03-312026-05-14

ICLN ISHARES TR420 shares-57.40%2026-03-312026-05-14

DECM FIRST TR EXCHNG TRADED FD VI212 sharesnew addition2026-03-312026-05-14

QCJA FIRST TR EXCHNG TRADED FD VI284 sharesnew addition2026-03-312026-05-14

Sponsored

DFIC DIMENSIONAL ETF TRUST153 shares0.00%2026-03-312026-05-14

IWP ISHARES TR38 shares-53.66%2026-03-312026-05-14

BGLD FIRST TR EXCHANGE-TRADED FD277 sharesnew addition2026-03-312026-05-14

IQM FRANKLIN TEMPLETON ETF TR53 sharesnew addition2026-03-312026-05-14

VOE VANGUARD INDEX FDS25 shares0.00%2026-03-312026-05-14

FNDE SCHWAB STRATEGIC TR118 shares-95.78%2026-03-312026-05-14

IJK ISHARES TR43 shares0.00%2026-03-312026-05-14

ISCG ISHARES TR76 shares0.00%2026-03-312026-05-14

Sponsored

VPU VANGUARD WORLD FD20 shares53.85%2026-03-312026-05-14

SCHH SCHWAB STRATEGIC TR182 shares0.00%2026-03-312026-05-14

DFEM DIMENSIONAL ETF TRUST110 shares0.00%2026-03-312026-05-14

SHV ISHARES TR29 shares0.00%2026-03-312026-05-14

TIP ISHARES TR29 shares-21.62%2026-03-312026-05-14

SCHM SCHWAB STRATEGIC TR100 shares0.00%2026-03-312026-05-14

BJUN INNOVATOR ETFS TRUST63 shares0.00%2026-03-312026-05-14

GRANITESHARES ETF TR GRANITESHARES ETF TR200 shares0.00%2026-03-312026-05-14

Sponsored

EFA ISHARES TR23 shares0.00%2026-03-312026-05-14

SHM SPDR SERIES TRUST41 shares-97.35%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST53 shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR36 shares0.00%2026-03-312026-05-14

BIL SPDR SERIES TRUST19 shares0.00%2026-03-312026-05-14

SAUG FIRST TR EXCHNG TRADED FD VI66 shares0.00%2026-03-312026-05-14

FLIN FRANKLIN TEMPLETON ETF TR41 shares0.00%2026-03-312026-05-14

DISV DIMENSIONAL ETF TRUST34 shares0.00%2026-03-312026-05-14

Sponsored

VBK VANGUARD INDEX FDS4 shares0.00%2026-03-312026-05-14

NVDL GRANITESHARES ETF TR16 shares-84.00%2026-03-312026-05-14

DFAR DIMENSIONAL ETF TRUST49 shares0.00%2026-03-312026-05-14

DIHP DIMENSIONAL ETF TRUST34 shares0.00%2026-03-312026-05-14

AUGM FIRST TR EXCHNG TRADED FD VI32 shares0.00%2026-03-312026-05-14

IEI ISHARES TR8 shares-38.46%2026-03-312026-05-14

SCHK SCHWAB STRATEGIC TR20 shares0.00%2026-03-312026-05-14

SCHZ SCHWAB STRATEGIC TR20 shares0.00%2026-03-312026-05-14

Sponsored

SCHV SCHWAB STRATEGIC TR9 shares0.00%2026-03-312026-05-14

GOVT ISHARES TR11 shares0.00%2026-03-312026-05-14

MSFL GRANITESHARES ETF TR9 shares0.00%2026-03-312026-05-14

CRAK VANECK ETF TRUST2 sharesnew addition2026-03-312026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

2.68%

Shares38.5K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-0.47%

Shares25.2K

Event2026-03-31

Filed2026-05-14

FLQM

FRANKLIN TEMPLETON ETF TR

3.61%

Shares159.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

5.15%

Shares32.5K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.46%

Shares14.4K

Event2026-03-31

Filed2026-05-14

HTRB

HARTFORD FDS EXCHANGE TRADED

0.94%

Shares154.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

2.65%

Shares16.7K

Event2026-03-31

Filed2026-05-14

MFSI

MFS ACTIVE EXCHANGE TRADED F

2.04%

Shares159.1K

Event2026-03-31

Filed2026-05-14

CSRE

COHEN & STEERS ETF TRUST

4.15%

Shares166.0K

Event2026-03-31

Filed2026-05-14

FJAN

FIRST TR EXCHNG TRADED FD VI

64.06%

Shares68.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

34.77%

Shares15.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

42.46%

Shares10.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

34.30%

Shares17.8K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.36%

Shares4.5K

Event2026-03-31

Filed2026-05-14

BUFD

FIRST TR EXCHNG TRADED FD VI

-3.50%

Shares84.6K

Event2026-03-31

Filed2026-05-14

FFEB

FIRST TR EXCHNG TRADED FD VI

28.58%

Shares42.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-10.42%

Shares8.2K

Event2026-03-31

Filed2026-05-14

BRO

BROWN & BROWN INC

0.00%

Shares35.8K

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TR EXCHNG TRADED FD VI

7.74%

Shares66.7K

Event2026-03-31

Filed2026-05-14

FMAR

FIRST TR EXCHNG TRADED FD VI

-5.32%

Shares45.7K

Event2026-03-31

Filed2026-05-14

FSEP

FIRST TR EXCHNG TRADED FD VI

-0.98%

Shares43.0K

Event2026-03-31

Filed2026-05-14

SPHQ

INVESCO EXCHANGE TRADED FD T

-8.82%

Shares25.8K

Event2026-03-31

Filed2026-05-14

FNOV

FIRST TR EXCHNG TRADED FD VI

-3.03%

Shares35.9K

Event2026-03-31

Filed2026-05-14

FDEC

FIRST TR EXCHNG TRADED FD VI

21.84%

Shares38.5K

Event2026-03-31

Filed2026-05-14

PSC

PRINCIPAL EXCHANGE TRADED FD

0.67%

Shares32.8K

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

-11.98%

Shares40.0K

Event2026-03-31

Filed2026-05-14

FJUN

FIRST TR EXCHNG TRADED FD VI

-10.69%

Shares29.2K

Event2026-03-31

Filed2026-05-14

FMAY

FIRST TR EXCHNG TRADED FD VI

-10.14%

Shares29.7K

Event2026-03-31

Filed2026-05-14

TSLA

TESLA INC

-7.70%

Shares4.2K

Event2026-03-31

Filed2026-05-14

FJUL

FIRST TR EXCHNG TRADED FD VI

-6.48%

Shares25.3K

Event2026-03-31

Filed2026-05-14

FTSL

FIRST TR EXCHANGE-TRADED FD

-5.97%

Shares30.9K

Event2026-03-31

Filed2026-05-14

FAUG

FIRST TR EXCHNG TRADED FD VI

-3.76%

Shares26.7K

Event2026-03-31

Filed2026-05-14

RDVY

FIRST TR EXCHANGE TRADED FD

-14.65%

Shares18.8K

Event2026-03-31

Filed2026-05-14

PVAL

PUTNAM ETF TRUST

169.74%

Shares27.6K

Event2026-03-31

Filed2026-05-14

DDEC

FIRST TR EXCHNG TRADED FD VI

-11.39%

Shares26.5K

Event2026-03-31

Filed2026-05-14

AOR

ISHARES TR

-6.05%

Shares18.2K

Event2026-03-31

Filed2026-05-14

DFEB

FIRST TR EXCHNG TRADED FD VI

-3.90%

Shares24.3K

Event2026-03-31

Filed2026-05-14

DMAR

FIRST TR EXCHNG TRADED FD VI

-9.57%

Shares26.6K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-22.93%

Shares2.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-2.99%

Shares2.5K

Event2026-03-31

Filed2026-05-14

FOCT

FIRST TR EXCHNG TRADED FD VI

-6.73%

Shares22.5K

Event2026-03-31

Filed2026-05-14

FAPR

FIRST TR EXCHNG TRADED FD VI

-7.58%

Shares22.6K

Event2026-03-31

Filed2026-05-14

CITIGROUP INC

23.96%

Shares8.9K

Event2026-03-31

Filed2026-05-14