Sponsored

The Analysis of Investment Research Partners LLC's Holdings & P&L

Currently, Investment Research Partners LLC holds 245 types of securities in its portfolio with a total value $245.8M. In the most recent quarter, they have increased their positions in META (+3.3K shares, valued at $1.9M), IBMP (+60.4K shares, valued at $1.5M), IBMQ (+45.0K shares, valued at $1.1M); decreased their positions in CIEN (-2.7K shares, valued at $1.0M), JNJ (-2.0K shares, valued at $500.9K), NVDA (-2.6K shares, valued at $448.2K); initiated new positions in IBMP (+60.4K shares, valued at $1.5M), IBMQ (+45.0K shares, valued at $1.1M), IBMO (+30.3K shares, valued at $775.5K).

1M P&L

-5.5M-2.23%

3M P&L

-2.7M-1.09%

HY P&L

+13.6M+6.02%

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/A101.4M

45.6%

2Semiconductors12.4M

5.6%

3Communication Equipment10.5M

4.7%

Top Industries by Stock Count

1N/A56 stocks

25.5%

2Drug Manufacturers - General8 stocks

3.6%

3Utilities - Regulated Electric7 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SUB ISHARES TR90.5K shares10.97%2026-03-312026-04-29

AGG ISHARES TR96.8K shares-0.34%2026-03-312026-04-29

NVDA NVIDIA CORPORATION53.6K shares-4.58%2026-03-312026-04-29

IVV ISHARES TR13.0K shares-0.70%2026-03-312026-04-29

BCI ABRDN ETFS332.2K shares8.61%2026-03-312026-04-29

CIEN CIENA CORP20.8K shares-11.46%2026-03-312026-04-29

PTL NORTHERN LTS FD TR IV29.9K shares5.79%2026-03-312026-04-29

AAPL APPLE INC26.3K shares-3.38%2026-03-312026-04-29

Sponsored

ISTB ISHARES TR124.0K shares15.79%2026-03-312026-04-29

ACWX ISHARES TR76.9K shares4.13%2026-03-312026-04-29

ALPHABET INC ALPHABET INC15.8K shares1.87%2026-03-312026-04-29

MSFT MICROSOFT CORP11.8K shares-0.19%2026-03-312026-04-29

MUB ISHARES TR35.4K shares15.87%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.5K shares9.55%2026-03-312026-04-29

HDV ISHARES TR25.6K shares-0.67%2026-03-312026-04-29

OAIM UNIFIED SER TR73.8K shares3.28%2026-03-312026-04-29

Sponsored

BROADCOM INC BROADCOM INC10.1K shares-8.43%2026-03-312026-04-29

SCHO SCHWAB STRATEGIC TR127.7K shares14.84%2026-03-312026-04-29

META META PLATFORMS INC5.1K shares171.88%2026-03-312026-04-29

TPSC TIMOTHY PLAN50.3K shares7.72%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON8.3K shares-19.74%2026-03-312026-04-29

XBI SPDR SERIES TRUST15.0K shares-2.53%2026-03-312026-04-29

CSCO CISCO SYS INC24.0K shares-1.55%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC18.6K shares-0.32%2026-03-312026-04-29

Sponsored

DES WISDOMTREE TR50.9K shares0.62%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO5.9K shares-5.82%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION1.7K shares12.82%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO6.7K shares3.09%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS6.4K shares-4.50%2026-03-312026-04-29

TOTALENERGIES SE TOTALENERGIES SE17.0K shares0.23%2026-03-312026-04-29

IBMP ISHARES TR60.4K sharesnew addition2026-03-312026-04-29

SHY ISHARES TR18.5K shares5.48%2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO1.7K shares0.18%2026-03-312026-04-29

IDV ISHARES TR35.5K shares-0.57%2026-03-312026-04-29

WMT WALMART INC12.1K shares-0.18%2026-03-312026-04-29

AMZN AMAZON COM INC7.1K shares-15.31%2026-03-312026-04-29

LAM RESEARCH CORP LAM RESEARCH CORP6.8K shares-11.91%2026-03-312026-04-29

MCK MCKESSON CORP1.6K shares-1.11%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO4.5K shares2.33%2026-03-312026-04-29

AMGN AMGEN INC3.7K shares-1.13%2026-03-312026-04-29

Sponsored

SPY STATE STR SPDR S&P 500 ETF T1.9K shares-3.60%2026-03-312026-04-29

LOW LOWES COS INC5.3K shares-3.51%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC3.6K shares3.61%2026-03-312026-04-29

TBIL RBB FD INC23.6K shares0.00%2026-03-312026-04-29

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP29.5K shares-16.19%2026-03-312026-04-29

CVX CHEVRON CORPORATION5.6K shares-3.34%2026-03-312026-04-29

IBMQ ISHARES TR45.0K sharesnew addition2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC22.5K shares-2.50%2026-03-312026-04-29

Sponsored

AWF ALLIANCEBERNSTEIN GLOBAL HIG105.0K shares1.10%2026-03-312026-04-29

MA MASTERCARD INCORPORATED2.1K shares16.53%2026-03-312026-04-29

ABBV ABBVIE INC4.8K shares-5.89%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-3.96%2026-03-312026-04-29

TYG TORTOISE ENERGY INFRSTRCTR C20.8K shares0.86%2026-03-312026-04-29

AME AMETEK INC4.7K shares4.84%2026-03-312026-04-29

DFUS DIMENSIONAL ETF TRUST14.3K shares0.11%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO16.8K shares27.54%2026-03-312026-04-29

Sponsored

IEMG ISHARES INC14.1K shares-2.26%2026-03-312026-04-29

ORCL ORACLE CORP6.6K shares6.18%2026-03-312026-04-29

DE DEERE & CO1.7K shares2.17%2026-03-312026-04-29

IQLT ISHARES TR20.2K shares0.00%2026-03-312026-04-29

NVS NOVARTIS AG6.1K shares-1.16%2026-03-312026-04-29

V VISA INC3.1K shares-2.29%2026-03-312026-04-29

KHC KRAFT HEINZ CO41.1K shares6.51%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR39.3K shares7.42%2026-03-312026-04-29

Sponsored

PG PROCTER & GAMBLE CO6.3K shares23.08%2026-03-312026-04-29

ASML ASML HLDG NV689 shares4.24%2026-03-312026-04-29

SHG SHINHAN FINANCIAL GROUP CO L14.5K shares1.67%2026-03-312026-04-29

QCOM QUALCOMM INC6.9K shares1.49%2026-03-312026-04-29

RF REGIONS FINANCIAL CORP NEW33.2K shares4.34%2026-03-312026-04-29

IEFA ISHARES TR9.5K shares0.00%2026-03-312026-04-29

GILD GILEAD SCIENCES INC6.1K shares-19.24%2026-03-312026-04-29

HST HOST HOTELS & RESORTS INC44.5K shares1.86%2026-03-312026-04-29

Sponsored

NUE NUCOR CORP5.0K shares4.15%2026-03-312026-04-29

EXC EXELON CORP17.2K shares-0.86%2026-03-312026-04-29

QUAL ISHARES TR4.3K shares-32.79%2026-03-312026-04-29

CBOE CBOE GLOBAL MKTS INC2.9K shares4.99%2026-03-312026-04-29

TM TOYOTA MOTOR CORP3.9K shares2.24%2026-03-312026-04-29

ROP ROPER TECHNOLOGIES INC2.2K shares7.30%2026-03-312026-04-29

IBMO ISHARES TR30.3K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.6K shares-5.19%2026-03-312026-04-29

Sponsored

NEE NEXTERA ENERGY INC8.1K shares5.86%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC6.3K shares-6.69%2026-03-312026-04-29

IX ORIX CORP24.8K shares5.15%2026-03-312026-04-29

ADBE ADOBE INC3.0K shares49.12%2026-03-312026-04-29

ORLY OREILLY AUTOMOTIVE INC8.0K shares6.00%2026-03-312026-04-29

TSLA TESLA INC2.0K shares-6.70%2026-03-312026-04-29

FI FISERV INC12.6K shares24.08%2026-03-312026-04-29

DGRO ISHARES TR10.0K shares9.40%2026-03-312026-04-29

Sponsored

MTD METTLER TOLEDO INTERNATIONAL555 shares4.52%2026-03-312026-04-29

EFA ISHARES TR7.1K shares-6.74%2026-03-312026-04-29

SHEL SHELL PLC7.2K shares-7.45%2026-03-312026-04-29

PRU PRUDENTIAL FINL INC6.8K shares5.06%2026-03-312026-04-29

ARE ALEXANDRIA REAL ESTATE EQ IN14.3K shares22.35%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR1.1K shares9.74%2026-03-312026-04-29

PWR QUANTA SVCS INC1.2K shares-5.67%2026-03-312026-04-29

SDG ISHARES TR7.3K shares6.44%2026-03-312026-04-29

Sponsored

HSY HERSHEY CO2.9K shares0.00%2026-03-312026-04-29

BCD ABRDN ETFS17.0K shares-8.65%2026-03-312026-04-29

SLF SUN LIFE FINANCIAL INC.9.5K shares7.72%2026-03-312026-04-29

INTC INTEL CORP13.1K shares-9.11%2026-03-312026-04-29

PSX PHILLIPS 663.2K shares0.86%2026-03-312026-04-29

CAT CATERPILLAR INC810 shares0.00%2026-03-312026-04-29

BAC BANK AMERICA CORP11.4K shares-13.72%2026-03-312026-04-29

MOS MOSAIC CO21.2K shares20.86%2026-03-312026-04-29

Sponsored

IJR ISHARES TR4.3K shares-0.02%2026-03-312026-04-29

HPE HEWLETT PACKARD ENTERPRISE C22.5K shares2.55%2026-03-312026-04-29

T AT&T INC18.4K shares-4.91%2026-03-312026-04-29

HASI HA SUSTAINABLE INFRA CAP INC14.4K shares2.08%2026-03-312026-04-29

LNG CHENIERE ENERGY INC1.8K shares6.65%2026-03-312026-04-29

HMC HONDA MOTOR CO LTD21.2K shares9.44%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS858 shares13.94%2026-03-312026-04-29

DOLE DOLE PLC35.7K shares32.46%2026-03-312026-04-29

Sponsored

QEFA SPDR INDEX SHS FDS5.5K shares0.00%2026-03-312026-04-29

CWEN CLEARWAY ENERGY INC12.9K shares13.22%2026-03-312026-04-29

EW EDWARDS LIFESCIENCES CORP6.2K shares4.33%2026-03-312026-04-29

CB CHUBB LTD SWITZ1.5K shares-5.22%2026-03-312026-04-29

F FORD MTR CO42.7K shares0.47%2026-03-312026-04-29

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares-18.98%2026-03-312026-04-29

BHP BHP BILLITON LIMITED6.7K shares5.26%2026-03-312026-04-29

PLD PROLOGIS INC.3.7K shares-4.75%2026-03-312026-04-29

Sponsored

DVYE ISHARES INC14.2K shares-0.33%2026-03-312026-04-29

WFC WELLS FARGO & CO6.1K shares-0.23%2026-03-312026-04-29

SJM SMUCKER J M CO4.9K shares13.20%2026-03-312026-04-29

GBDC GOLUB CAP BDC INC37.0K shares6.89%2026-03-312026-04-29

KBWB INVESCO EXCH TRADED FD TR II5.9K shares-0.67%2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW1.4K shares-0.70%2026-03-312026-04-29

ENB ENBRIDGE INC8.5K shares-1.19%2026-03-312026-04-29

GLD SPDR GOLD TR1.1K sharesnew addition2026-03-312026-04-29

Sponsored

AMP AMERIPRISE FINL INC1.0K shares-7.21%2026-03-312026-04-29

GSK PLC GSK PLC8.2K shares-0.81%2026-03-312026-04-29

PFE PFIZER INC15.5K shares-2.27%2026-03-312026-04-29

TMDX TRANSMEDICS GROUP INC4.4K shares9.73%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.5K shares0.91%2026-03-312026-04-29

NFLX NETFLIX INC.4.5K shares0.52%2026-03-312026-04-29

LYB LYONDELLBASELL INDUSTRIES NV5.3K shares4.49%2026-03-312026-04-29

MEDTRONIC PLC MEDTRONIC PLC4.9K shares-10.32%2026-03-312026-04-29

Sponsored

UNILEVER PLC UNILEVER PLC7.5K shares-0.11%2026-03-312026-04-29

SYK STRYKER CORPORATION1.3K shares8.03%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP679 shares-14.27%2026-03-312026-04-29

RELX RELX PLC12.1K shares16.42%2026-03-312026-04-29

EIX EDISON INTL5.5K shares7.76%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR13.7K shares-2.63%2026-03-312026-04-29

PCG PG&E CORP22.4K shares15.00%2026-03-312026-04-29

FTI TECHNIPFMC PLC5.6K shares0.62%2026-03-312026-04-29

Sponsored

DAL DELTA AIR LINES INC5.9K shares5.44%2026-03-312026-04-29

ING ING GROEP N.V.14.9K shares-2.13%2026-03-312026-04-29

WMB WILLIAMS COS INC5.3K shares-2.01%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC1.1K shares0.00%2026-03-312026-04-29

SUSA ISHARES TR2.9K shares0.00%2026-03-312026-04-29

FIX COMFORT SYS USA INC275 shares0.00%2026-03-312026-04-29

SCHA SCHWAB STRATEGIC TR12.9K shares1.67%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR14.6K shares11.98%2026-03-312026-04-29

Sponsored

JBHT HUNT J B TRANS SVCS INC1.7K shares0.00%2026-03-312026-04-29

VGT VANGUARD WORLD FD530 shares0.00%2026-03-312026-04-29

A AGILENT TECHNOLOGIES INC3.2K shares-0.31%2026-03-312026-04-29

IAT ISHARES TR6.8K shares0.00%2026-03-312026-04-29

CF CF INDUSTRIES HOLD2.8K shares0.00%2026-03-312026-04-29

DHR DANAHER CORP DEL1.9K shares0.16%2026-03-312026-04-29

HTGC HERCULES CAPITAL INC24.1K shares8.02%2026-03-312026-04-29

TGT TARGET CORP2.9K shares22.10%2026-03-312026-04-29

Sponsored

FDX FEDEX CORP975 shares-0.20%2026-03-312026-04-29

IQV IQVIA HLDGS INC2.0K shares-1.50%2026-03-312026-04-29

UGI UGI CORP NEW9.5K shares-1.24%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC1.3K shares-15.44%2026-03-312026-04-29

RTX RTX CORPORATION1.8K shares0.00%2026-03-312026-04-29

O REALTY INCOME CORP5.6K shares1.86%2026-03-312026-04-29

HP INC HP INC17.8K shares-11.04%2026-03-312026-04-29

BP BP PLC7.2K shares-0.36%2026-03-312026-04-29

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP972 shares-0.10%2026-03-312026-04-29

MS MORGAN STANLEY2.0K shares0.00%2026-03-312026-04-29

HD HOME DEPOT INC1.0K shares-16.18%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION2.5K shares6.70%2026-03-312026-04-29

DIS DISNEY WALT CO3.4K shares-2.03%2026-03-312026-04-29

EXPE EXPEDIA GROUP INC1.4K shares-15.56%2026-03-312026-04-29

ZTS ZOETIS INC2.7K shares9.24%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR11.4K shares0.00%2026-03-312026-04-29

Sponsored

WAB WABTEC1.3K shares0.48%2026-03-312026-04-29

KVUE KENVUE INC18.3K shares21.16%2026-03-312026-04-29

ABNB AIRBNB INC2.5K sharesnew addition2026-03-312026-04-29

XIFR XPLR INFRASTRUCTURE LP29.6K shares-2.54%2026-03-312026-04-29

GNRC GENERAC HLDGS INC1.6K shares6.78%2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC2.7K shares-14.21%2026-03-312026-04-29

ETR ENTERGY CORP NEW2.7K shares0.00%2026-03-312026-04-29

DHIL DIAMOND HILL INVT GROUP INC1.8K shares-4.89%2026-03-312026-04-29

Sponsored

AEP AMERICAN ELEC PWR CO INC2.3K shares0.00%2026-03-312026-04-29

GM GENERAL MTRS CO4.0K shares-21.20%2026-03-312026-04-29

CROWN CASTLE INC CROWN CASTLE INC3.7K shares2.28%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.0K shares12.82%2026-03-312026-04-29

MCD MCDONALDS CORP953 shares8.17%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC589 shares-8.11%2026-03-312026-04-29

VONV VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-04-29

SPYM SPDR SERIES TRUST3.8K shares-3.09%2026-03-312026-04-29

Sponsored

ESGD ISHARES TR3.0K shares0.00%2026-03-312026-04-29

FCX FREEPORT MCMORAN INC4.8K shares19.86%2026-03-312026-04-29

ALPS ETF TR ALPS ETF TR5.1K shares0.00%2026-03-312026-04-29

EMXC ISHARES INC3.4K shares0.00%2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP962 shares0.00%2026-03-312026-04-29

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-29

TRV TRAVELERS COMPANIES INC904 shares-0.55%2026-03-312026-04-29

ET ENERGY TRANSFER L P13.6K shares12.25%2026-03-312026-04-29

Sponsored

SNDK SANDISK CORP405 shares-62.36%2026-03-312026-04-29

NXTE INVESTMENT MANAGERS SER TR I6.5K shares0.00%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR5.6K sharesnew addition2026-03-312026-04-29

VRSN VERISIGN INC1.0K shares-29.48%2026-03-312026-04-29

LKQ LKQ CORP8.6K shares25.16%2026-03-312026-04-29

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-04-29

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-29

IWD ISHARES TR1.1K shares0.00%2026-03-312026-04-29

Sponsored

MAA MID-AMER APT CMNTYS INC1.9K sharesnew addition2026-03-312026-04-29

ZM ZOOM COMMUNICATIONS INC2.9K shares-15.19%2026-03-312026-04-29

CNC CENTENE CORP DEL6.9K shares-14.62%2026-03-312026-04-29

EME EMCOR GROUP INC304 sharesnew addition2026-03-312026-04-29

NOW SERVICENOW INC2.1K sharesnew addition2026-03-312026-04-29

DG DOLLAR GEN CORP1.9K shares0.16%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC623 sharesnew addition2026-03-312026-04-29

PNR PENTAIR PLC2.5K shares-16.50%2026-03-312026-04-29

Sponsored

D DOMINION ENERGY INC3.6K sharesnew addition2026-03-312026-04-29

REGN REGENERON PHARMACEUTICALS284 shares-3.73%2026-03-312026-04-29

VV VANGUARD INDEX FDS727 shares0.00%2026-03-312026-04-29

MAS MASCO CORP3.6K shares-4.89%2026-03-312026-04-29

IUSB ISHARES TR4.7K shares0.00%2026-03-312026-04-29

PEP PEPSICO INC1.4K shares-54.07%2026-03-312026-04-29

SPGI S&P GLOBAL INC508 sharesnew addition2026-03-312026-04-29

EASTERLY GOVT PPTYS INC EASTERLY GOVT PPTYS INC10.0K shares2.62%2026-03-312026-04-29

Sponsored

BEN FRANKLIN RESOURCES INC9.0K sharesnew addition2026-03-312026-04-29

NTRA NATERA INC1.1K shares0.00%2026-03-312026-04-29

AMAT APPLIED MATLS INC618 sharesnew addition2026-03-312026-04-29

BKNG BOOKING HOLDINGS INC50 shares-37.50%2026-03-312026-04-29

KO COCA COLA CO2.8K sharesnew addition2026-03-312026-04-29

GEV GE VERNOVA INC241 sharesnew addition2026-03-312026-04-29

THE CIGNA GROUP THE CIGNA GROUP786 sharesnew addition2026-03-312026-04-29

NEM NEWMONT CORP1.9K sharesnew addition2026-03-312026-04-29

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL525 sharesnew addition2026-03-312026-04-29

MTZ MASTEC INC639 sharesnew addition2026-03-312026-04-29

COF CAPITAL ONE FINL CORP1.1K shares-37.76%2026-03-312026-04-29

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-04-29

HIG HARTFORD INSURANCE GROUP INC1.5K shares0.00%2026-03-312026-04-29

TNGY TORTOISE CAPITAL SERIES TRUS17.8K shares0.00%2026-03-312026-04-29

BDN BRANDYWINE RLTY TR60.0K shares16.81%2026-03-312026-04-29

COLD AMERICOLD REALTY TRUST INC12.1K sharesnew addition2026-03-312026-04-29

Sponsored

CIG CIA ENERGETICA DE MINAS GERA39.6K shares8.86%2026-03-312026-04-29

STKL SUNOPTA INC12.0K sharesnew addition2026-03-312026-04-29

PTON PELOTON INTERACTIVE INC11.1K sharesnew addition2026-03-312026-04-29

GPMT GRANITE PT MTG TR INC24.2K shares-51.79%2026-03-312026-04-29

ALIT ALIGHT INC21.3K sharesnew addition2026-03-312026-04-29

SUB

ISHARES TR

10.97%

Shares90.5K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

-0.34%

Shares96.8K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-4.58%

Shares53.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-0.70%

Shares13.0K

Event2026-03-31

Filed2026-04-29

BCI

ABRDN ETFS

8.61%

Shares332.2K

Event2026-03-31

Filed2026-04-29

CIEN

CIENA CORP

-11.46%

Shares20.8K

Event2026-03-31

Filed2026-04-29

PTL

NORTHERN LTS FD TR IV

5.79%

Shares29.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-3.38%

Shares26.3K

Event2026-03-31

Filed2026-04-29

ISTB

ISHARES TR

15.79%

Shares124.0K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

4.13%

Shares76.9K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.87%

Shares15.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-0.19%

Shares11.8K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

15.87%

Shares35.4K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

9.55%

Shares18.5K

Event2026-03-31

Filed2026-04-29

HDV

ISHARES TR

-0.67%

Shares25.6K

Event2026-03-31

Filed2026-04-29

OAIM

UNIFIED SER TR

3.28%

Shares73.8K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-8.43%

Shares10.1K

Event2026-03-31

Filed2026-04-29

SCHO

SCHWAB STRATEGIC TR

14.84%

Shares127.7K

Event2026-03-31

Filed2026-04-29