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The Analysis of Investor's Fiduciary Advisor Network, LLC's Holdings & P&L

Currently, Investor's Fiduciary Advisor Network, LLC holds 270 types of securities in its portfolio with a total value $326.4K. In the most recent quarter, they have increased their positions in ICOW (+72.0K shares, valued at $3.1K), CHD (+10.5K shares, valued at $980), VEA (+12.9K shares, valued at $828.1579821907887); decreased their positions in N/A (-49.4K shares, valued at $28.5K), QUAL (-62.1K shares, valued at $11.9K), DYNF (-146.7K shares, valued at $8.5K); initiated new positions in CHD (+10.5K shares, valued at $980), CORO (+23.6K shares, valued at $759), ACWX (+10.2K shares, valued at $697).

1M P&L

+13.3M+3.15%

3M P&L

-30.2M-6.52%

HY P&L

-5.1M-1.15%

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/A267.9K

67.6%

2Software - Infrastructure17.7K

4.5%

3Consumer Electronics17.0K

4.3%

Top Industries by Stock Count

1N/A158 stocks

61.5%

2Drug Manufacturers - General6 stocks

2.3%

3Semiconductors5 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC57.7K shares-7.42%2026-03-312026-05-12

SCHD SCHWAB STRATEGIC TR435.3K shares-7.63%2026-03-312026-05-12

MSFT MICROSOFT CORP34.4K shares-3.46%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR16.8K shares-74.67%2026-03-312026-05-12

BIL SPDR SERIES TRUST78.3K shares10.82%2026-03-312026-05-12

CAT CATERPILLAR INC9.5K shares-1.97%2026-03-312026-05-12

AMZN AMAZON COM INC28.1K shares-5.31%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS35.5K shares-1.72%2026-03-312026-05-12

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.7K shares10.98%2026-03-312026-05-12

VTV VANGUARD INDEX FDS25.4K shares-40.43%2026-03-312026-05-12

O REALTY INCOME CORP77.5K shares-8.79%2026-03-312026-05-12

ICOW PACER FDS TR103.2K shares231.16%2026-03-312026-05-12

QUAL ISHARES TR22.4K shares-73.52%2026-03-312026-05-12

NVDA NVIDIA CORPORATION24.0K shares8.24%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC33.0K shares-1.20%2026-03-312026-05-12

SPYG SPDR SERIES TRUST36.4K shares0.99%2026-03-312026-05-12

Sponsored

ENSG ENSIGN GROUP INC16.5K shares-0.47%2026-03-312026-05-12

JQUA J P MORGAN EXCHANGE TRADED F51.3K shares-16.61%2026-03-312026-05-12

BND VANGUARD BD INDEX FDS41.7K shares4.02%2026-03-312026-05-12

BROADCOM INC BROADCOM INC9.9K shares-7.66%2026-03-312026-05-12

V VISA INC9.9K shares-6.20%2026-03-312026-05-12

EVMO MORGAN STANLEY ETF TRUST58.8K shares23.28%2026-03-312026-05-12

ALPHABET INC ALPHABET INC10.3K shares-8.37%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR22.1K shares-0.42%2026-03-312026-05-12

Sponsored

VO VANGUARD INDEX FDS9.9K shares-73.17%2026-03-312026-05-12

CALF PACER FDS TR62.9K shares0.96%2026-03-312026-05-12

CVX CHEVRON CORPORATION13.3K shares-15.67%2026-03-312026-05-12

IQLT ISHARES TR56.7K shares1.21%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares-54.63%2026-03-312026-05-12

NNN NNN REIT INC58.4K shares-9.76%2026-03-312026-05-12

VUG VANGUARD INDEX FDS5.6K shares5.55%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION2.4K shares-3.09%2026-03-312026-05-12

Sponsored

SCHX SCHWAB STRATEGIC TR86.6K shares-5.48%2026-03-312026-05-12

LCTU BLACKROCK ETF TRUST31.0K shares-6.09%2026-03-312026-05-12

XOM EXXON MOBIL CORP12.8K shares-11.96%2026-03-312026-05-12

FTSM FIRST TR EXCHANGE-TRADED FD35.8K shares-0.82%2026-03-312026-05-12

IRM IRON MTN INC DEL20.6K shares-9.22%2026-03-312026-05-12

DSI ISHARES TR17.2K shares-9.95%2026-03-312026-05-12

JEPQ J P MORGAN EXCHANGE TRADED F36.2K shares3.99%2026-03-312026-05-12

NOBL PROSHARES TR18.7K shares-5.52%2026-03-312026-05-12

Sponsored

MINT PIMCO ETF TR19.3K shares7.34%2026-03-312026-05-12

VFH VANGUARD WORLD FD15.9K shares-2.08%2026-03-312026-05-12

EMXC ISHARES INC23.9K shares11.36%2026-03-312026-05-12

JPIE J P MORGAN EXCHANGE TRADED F40.1K shares-2.75%2026-03-312026-05-12

SPYM SPDR SERIES TRUST23.9K shares16.21%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE TRADED F32.0K shares-2.05%2026-03-312026-05-12

DE DEERE & CO3.2K shares1.42%2026-03-312026-05-12

ALPHABET INC ALPHABET INC6.2K shares-0.03%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON7.2K shares-0.01%2026-03-312026-05-12

SPTS SPDR SERIES TRUST59.7K shares24.79%2026-03-312026-05-12

EAGG ISHARES TR35.9K shares6.06%2026-03-312026-05-12

SO SOUTHERN CO17.4K shares10.57%2026-03-312026-05-12

ESGU ISHARES TR11.7K shares-0.87%2026-03-312026-05-12

LLY ELI LILLY & CO1.8K shares-1.82%2026-03-312026-05-12

IVW ISHARES TR14.3K shares-54.46%2026-03-312026-05-12

FDL FIRST TR EXCHANGE-TRADED FD31.8K shares-1.66%2026-03-312026-05-12

Sponsored

SUSC ISHARES TR69.8K shares-0.02%2026-03-312026-05-12

DGRO ISHARES TR22.0K shares3.17%2026-03-312026-05-12

IVE ISHARES TR7.2K shares-50.84%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS23.5K shares122.54%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR64.3K shares0.08%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST25.5K shares-85.18%2026-03-312026-05-12

RSPT INVESCO EXCHANGE TRADED FD T32.4K shares1.58%2026-03-312026-05-12

CSCO CISCO SYS INC18.5K shares2.74%2026-03-312026-05-12

Sponsored

VTI VANGUARD INDEX FDS4.5K shares1.20%2026-03-312026-05-12

ICSH ISHARES TR27.6K shares59.41%2026-03-312026-05-12

VBR VANGUARD INDEX FDS6.3K shares-11.97%2026-03-312026-05-12

VHT VANGUARD WORLD FD5.0K shares-0.64%2026-03-312026-05-12

FVD FIRST TR EXCHANGE-TRADED FD28.4K shares-0.77%2026-03-312026-05-12

COWZ PACER FDS TR20.8K shares50.36%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO4.4K shares0.55%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L34.1K shares0.42%2026-03-312026-05-12

Sponsored

IEMG ISHARES INC18.2K shares-28.88%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC25.2K shares-9.96%2026-03-312026-05-12

GOVT ISHARES TR54.7K shares129.20%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC6.0K shares-12.22%2026-03-312026-05-12

IUSB ISHARES TR26.4K shares-8.21%2026-03-312026-05-12

PFE PFIZER INC43.0K shares-8.34%2026-03-312026-05-12

HD HOME DEPOT INC3.7K shares4.70%2026-03-312026-05-12

PG PROCTER & GAMBLE CO8.2K shares0.22%2026-03-312026-05-12

Sponsored

WMT WALMART INC9.5K shares6.33%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST20.1K shares-0.59%2026-03-312026-05-12

USXF ISHARES TR19.8K shares-0.10%2026-03-312026-05-12

USHY ISHARES TR29.6K shares12.65%2026-03-312026-05-12

ESGE ISHARES INC23.6K shares-6.79%2026-03-312026-05-12

JMBS JANUS DETROIT STR TR23.5K shares10.39%2026-03-312026-05-12

MBB ISHARES TR11.1K shares1.02%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP10.8K shares-11.74%2026-03-312026-05-12

Sponsored

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO25.6K shares-7.56%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR9.0K shares-2.39%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP1.7K shares93.56%2026-03-312026-05-12

CHD CHURCH & DWIGHT CO INC10.5K sharesnew addition2026-03-312026-05-12

XTEN BONDBLOXX ETF TRUST21.4K shares-3.27%2026-03-312026-05-12

MUB ISHARES TR9.1K shares5.06%2026-03-312026-05-12

SPGP INVESCO EXCHANGE TRADED FD T8.6K shares122.69%2026-03-312026-05-12

WM WASTE MGMT INC DEL3.9K shares0.69%2026-03-312026-05-12

Sponsored

BLACKSTONE INC BLACKSTONE INC7.8K shares1.45%2026-03-312026-05-12

DHR DANAHER CORP DEL4.7K shares-3.07%2026-03-312026-05-12

AMGN AMGEN INC2.5K shares-11.58%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T1.4K shares-72.36%2026-03-312026-05-12

QTEC FIRST TR EXCHANGE-TRADED FD4.1K shares-2.41%2026-03-312026-05-12

UPS UNITED PARCEL SVCS INC8.8K shares-6.78%2026-03-312026-05-12

META META PLATFORMS INC1.5K shares-21.80%2026-03-312026-05-12

ESGD ISHARES TR8.8K shares-7.49%2026-03-312026-05-12

Sponsored

PEP PEPSICO INC5.3K shares5.60%2026-03-312026-05-12

INTC INTEL CORP18.6K shares-0.36%2026-03-312026-05-12

MS MORGAN STANLEY5.0K shares1.43%2026-03-312026-05-12

TSLA TESLA INC2.2K shares82.11%2026-03-312026-05-12

ABBV ABBVIE INC3.6K shares-2.80%2026-03-312026-05-12

VB VANGUARD INDEX FDS3.0K shares1.62%2026-03-312026-05-12

KO COCA COLA CO10.3K shares-4.22%2026-03-312026-05-12

WFC WELLS FARGO & CO9.6K shares0.44%2026-03-312026-05-12

Sponsored

CORO BLACKROCK ETF TRUST23.6K sharesnew addition2026-03-312026-05-12

IVV ISHARES TR1.1K shares-22.85%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR4.9K shares-0.24%2026-03-312026-05-12

IGF ISHARES TR10.7K shares76.69%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC742 shares-8.62%2026-03-312026-05-12

EFV ISHARES TR9.6K shares-45.47%2026-03-312026-05-12

UNP UNION PAC CORP2.9K shares-3.65%2026-03-312026-05-12

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD42.6K shares113.21%2026-03-312026-05-12

Sponsored

QQQM INVESCO EXCH TRADED FD TR II3.0K shares93.89%2026-03-312026-05-12

ACWX ISHARES TR10.2K sharesnew addition2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II6.2K shares-3.31%2026-03-312026-05-12

IJH ISHARES TR10.2K shares-11.01%2026-03-312026-05-12

EVUS ISHARES TR21.3K shares-3.39%2026-03-312026-05-12

BAR GRANITESHARES GOLD TR14.7K shares9.55%2026-03-312026-05-12

IXJ ISHARES TR7.2K shares12.40%2026-03-312026-05-12

SLB SLB LIMITED12.8K shares-0.81%2026-03-312026-05-12

Sponsored

LOW LOWES COS INC2.8K shares4.39%2026-03-312026-05-12

MCD MCDONALDS CORP2.1K shares-1.32%2026-03-312026-05-12

CWEN CLEARWAY ENERGY INC16.4K shares-18.08%2026-03-312026-05-12

VPU VANGUARD WORLD FD3.2K shares-8.48%2026-03-312026-05-12

IWY ISHARES TR2.5K shares72.22%2026-03-312026-05-12

BAC BANK AMERICA CORP12.7K shares3.80%2026-03-312026-05-12

BAI BLACKROCK ETF TRUST18.5K shares-6.46%2026-03-312026-05-12

IJR ISHARES TR4.9K shares-37.23%2026-03-312026-05-12

Sponsored

EXI ISHARES TR3.3K shares10.21%2026-03-312026-05-12

EMLP FIRST TR EXCHANGE-TRADED FD13.8K shares-2.06%2026-03-312026-05-12

THRO BLACKROCK ETF TRUST16.5K shares-1.61%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR7.4K shares11.76%2026-03-312026-05-12

VIGI VANGUARD WHITEHALL FDS6.7K shares-10.03%2026-03-312026-05-12

ALL ALLSTATE CORP2.8K shares10.25%2026-03-312026-05-12

NFLX NETFLIX INC.6.0K shares4.47%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F7.0K shares1.75%2026-03-312026-05-12

Sponsored

RTX RTX CORPORATION2.9K shares-6.83%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR9.1K shares7.23%2026-03-312026-05-12

GLW CORNING INC4.1K shares-8.06%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC1.6K shares17.61%2026-03-312026-05-12

IEFA ISHARES TR6.0K shares-17.95%2026-03-312026-05-12

NULV NUSHARES ETF TR11.9K shares-10.93%2026-03-312026-05-12

BMY BRISTOL-MYERS SQUIBB CO8.8K shares2.96%2026-03-312026-05-12

SHLD GLOBAL X FDS7.5K shares-77.93%2026-03-312026-05-12

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD4.7K shares0.00%2026-03-312026-05-12

DMXF ISHARES TR6.9K sharesnew addition2026-03-312026-05-12

HON HONEYWELL INTL INC2.3K shares-15.64%2026-03-312026-05-12

SYK STRYKER CORPORATION1.5K shares12.51%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO1.6K shares-6.58%2026-03-312026-05-12

PHYS SPROTT ASSET MANAGEMENT LP13.6K shares0.00%2026-03-312026-05-12

T AT&T INC16.4K shares23.87%2026-03-312026-05-12

SPHQ INVESCO EXCHANGE TRADED FD T6.3K shares0.89%2026-03-312026-05-12

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD7.0K shares25.16%2026-03-312026-05-12

IUSG ISHARES TR3.0K shares-3.07%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F9.1K sharesnew addition2026-03-312026-05-12

IAGG ISHARES TR9.2K shares-0.49%2026-03-312026-05-12

WK WORKIVA INC7.6K shares0.00%2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II8.7K shares-14.52%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares-21.38%2026-03-312026-05-12

VDC VANGUARD WORLD FD2.0K sharesnew addition2026-03-312026-05-12

Sponsored

VTWV VANGUARD SCOTTSDALE FDS2.6K shares3.11%2026-03-312026-05-12

AMAT APPLIED MATLS INC1.3K shares10.92%2026-03-312026-05-12

SBUX STARBUCKS CORP4.9K shares-7.09%2026-03-312026-05-12

MXI ISHARES TR4.1K shares-4.67%2026-03-312026-05-12

ROCKET LAB CORP ROCKET LAB CORP6.8K shares0.09%2026-03-312026-05-12

BLCR BLACKROCK ETF TRUST10.4K sharesnew addition2026-03-312026-05-12

NULG NUSHARES ETF TR4.7K shares-10.82%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-25.30%2026-03-312026-05-12

Sponsored

JMHI J P MORGAN EXCHANGE TRADED F8.3K sharesnew addition2026-03-312026-05-12

VXUS VANGUARD STAR FDS5.2K shares-31.86%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS4.5K shares-3.69%2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED F7.9K sharesnew addition2026-03-312026-05-12

IWM ISHARES TR1.6K shares16.30%2026-03-312026-05-12

IQDG WISDOMTREE TR9.7K shares0.00%2026-03-312026-05-12

SYY SYSCO CORP5.4K shares0.00%2026-03-312026-05-12

CSX CSX CORP9.2K shares-3.53%2026-03-312026-05-12

Sponsored

SUSB ISHARES TR15.1K shares-4.79%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS1.8K shares-0.40%2026-03-312026-05-12

KMB KIMBERLY-CLARK CORP3.9K shares0.05%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE1.3K shares4.77%2026-03-312026-05-12

XEL XCEL ENERGY INC4.6K sharesnew addition2026-03-312026-05-12

MCK MCKESSON CORP423 sharesnew addition2026-03-312026-05-12

OWNS TIDAL TRUST III21.0K shares-2.89%2026-03-312026-05-12

AEP AMERICAN ELEC PWR CO INC2.8K sharesnew addition2026-03-312026-05-12

Sponsored

IWF ISHARES TR843 shares-60.79%2026-03-312026-05-12

QCOM QUALCOMM INC2.8K shares0.07%2026-03-312026-05-12

VXF VANGUARD INDEX FDS1.7K shares-0.06%2026-03-312026-05-12

IUSV ISHARES TR3.5K shares-0.20%2026-03-312026-05-12

CENCORA INC CENCORA INC1.1K sharesnew addition2026-03-312026-05-12

ADBE ADOBE INC1.4K shares64.45%2026-03-312026-05-12

BA BOEING CO1.7K shares5.96%2026-03-312026-05-12

SRE SEMPRA3.5K shares0.00%2026-03-312026-05-12

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6K shares-9.30%2026-03-312026-05-12

LCTD BLACKROCK ETF TRUST6.1K shares-2.15%2026-03-312026-05-12

BDX BECTON DICKINSON & CO2.1K shares-0.19%2026-03-312026-05-12

RSG REPUBLIC SVCS INC1.5K sharesnew addition2026-03-312026-05-12

ORLY OREILLY AUTOMOTIVE INC3.4K sharesnew addition2026-03-312026-05-12

GRNB VANECK ETF TRUST13.1K shares-3.29%2026-03-312026-05-12

GIS GENERAL MILLS INC8.3K shares-3.90%2026-03-312026-05-12

CPNG COUPANG INC16.3K shares20.78%2026-03-312026-05-12

Sponsored

IYW ISHARES TR1.7K shares-87.09%2026-03-312026-05-12

MMM 3M CO2.1K shares1.54%2026-03-312026-05-12

NKE NIKE INC5.8K shares12.21%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC843 sharesnew addition2026-03-312026-05-12

EFA ISHARES TR3.1K shares-13.30%2026-03-312026-05-12

ED CONSOLIDATED EDISON INC2.6K shares0.00%2026-03-312026-05-12

OMFL INVESCO EXCH TRD SLF IDX FD4.8K sharesnew addition2026-03-312026-05-12

ADP AUTOMATIC DATA PROCESSING IN1.4K sharesnew addition2026-03-312026-05-12

Sponsored

HWM HOWMET AEROSPACE INC1.2K sharesnew addition2026-03-312026-05-12

CEG CONSTELLATION ENERGY CORP1.0K shares42.22%2026-03-312026-05-12

MELI MERCADOLIBRE INC163 sharesnew addition2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC797 shares1.14%2026-03-312026-05-12

MSI MOTOROLA SOLUTIONS INC635 sharesnew addition2026-03-312026-05-12

DLN WISDOMTREE TR3.1K shares0.00%2026-03-312026-05-12

VDE VANGUARD WORLD FD1.6K sharesnew addition2026-03-312026-05-12

NUMV NUSHARES ETF TR7.1K shares-9.05%2026-03-312026-05-12

Sponsored

VGIT VANGUARD SCOTTSDALE FDS4.6K shares4.03%2026-03-312026-05-12

ITOT ISHARES TR1.9K shares0.00%2026-03-312026-05-12

AZO AUTOZONE INC79 sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD TR620 shares9.73%2026-03-312026-05-12

PSLV SPROTT ASSET MANAGEMENT LP10.8K shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC3.1K shares-4.06%2026-03-312026-05-12

USB US BANCORP5.0K shares20.46%2026-03-312026-05-12

VGT VANGUARD WORLD FD375 shares-2.60%2026-03-312026-05-12

Sponsored

CMI CUMMINS INC474 shares-8.67%2026-03-312026-05-12

MGC VANGUARD WORLD FD1.1K shares-9.65%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F4.7K shares-96.60%2026-03-312026-05-12

EFAV ISHARES TR2.8K shares-8.29%2026-03-312026-05-12

IWD ISHARES TR1.2K shares0.34%2026-03-312026-05-12

TMUS T-MOBILE US INC1.2K shares17.80%2026-03-312026-05-12

CTAS CINTAS CORP1.5K sharesnew addition2026-03-312026-05-12

ORCL ORACLE CORP1.7K shares-24.22%2026-03-312026-05-12

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K sharesnew addition2026-03-312026-05-12

IDU ISHARES TR2.0K sharesnew addition2026-03-312026-05-12

TROW PRICE T ROWE GROUP INC2.6K shares-13.48%2026-03-312026-05-12

GEV GE VERNOVA INC263 sharesnew addition2026-03-312026-05-12

RTH VANECK ETF TRUST910 shares0.00%2026-03-312026-05-12

NEE NEXTERA ENERGY INC2.5K sharesnew addition2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC842 shares-20.72%2026-03-312026-05-12

WES WESTERN MIDSTREAM PARTNERS L5.5K shares0.00%2026-03-312026-05-12

Sponsored

GS GOLDMAN SACHS GROUP INC265 sharesnew addition2026-03-312026-05-12

VTC VANGUARD SCOTTSDALE FDS2.9K shares0.00%2026-03-312026-05-12

ETR ENTERGY CORP NEW2.0K sharesnew addition2026-03-312026-05-12

IXN ISHARES TR2.2K shares6.04%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR4.5K shares0.00%2026-03-312026-05-12

REET ISHARES TR8.7K sharesnew addition2026-03-312026-05-12

USCI UNITED STS COMMODITY INDEX F2.3K sharesnew addition2026-03-312026-05-12

MDLZ MONDELEZ INTL INC3.7K shares-5.85%2026-03-312026-05-12

Sponsored

MMC MARSH & MCLENNAN COS INC1.2K sharesnew addition2026-03-312026-05-12

QGRW WISDOMTREE TR4.0K shares3.63%2026-03-312026-05-12

AJG GALLAGHER ARTHUR J & CO976 sharesnew addition2026-03-312026-05-12

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET7.0K sharesnew addition2026-03-312026-05-12

FNDE SCHWAB STRATEGIC TR5.5K sharesnew addition2026-03-312026-05-12

TLH ISHARES TR2.1K shares-72.77%2026-03-312026-05-12

BLV VANGUARD BD INDEX FDS3.0K shares0.00%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-03-312026-05-12

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.8K sharesnew addition2026-03-312026-05-12

TSLX SIXTH STREET SPECIALTY LENDI10.9K shares-37.03%2026-03-312026-05-12

ETV EATON VANCE TAX-MANAGED BUY-12.2K shares7.46%2026-03-312026-05-12

NCA NUVEEN CALIFORNIA MUNI VLU F13.2K shares0.00%2026-03-312026-05-12

INFLEQTION INC INFLEQTION INC10.0K sharesnew addition2026-03-312026-05-12

IVVD INVIVYD INC17.0K sharesnew addition2026-03-312026-05-12

AAPL

APPLE INC

-7.42%

Shares57.7K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

-7.63%

Shares435.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

-3.46%

Shares34.4K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-74.67%

Shares16.8K

Event2026-03-31

Filed2026-05-12

BIL

SPDR SERIES TRUST

10.82%

Shares78.3K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-1.97%

Shares9.5K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-5.31%

Shares28.1K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

-1.72%

Shares35.5K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

10.98%

Shares10.7K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-40.43%

Shares25.4K

Event2026-03-31

Filed2026-05-12

REALTY INCOME CORP

-8.79%

Shares77.5K

Event2026-03-31

Filed2026-05-12

ICOW

PACER FDS TR

231.16%

Shares103.2K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

-73.52%

Shares22.4K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

8.24%

Shares24.0K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-1.20%

Shares33.0K

Event2026-03-31

Filed2026-05-12

SPYG

SPDR SERIES TRUST

0.99%

Shares36.4K

Event2026-03-31

Filed2026-05-12

ENSG

ENSIGN GROUP INC

-0.47%

Shares16.5K

Event2026-03-31

Filed2026-05-12

JQUA

J P MORGAN EXCHANGE TRADED F

-16.61%

Shares51.3K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

4.02%

Shares41.7K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

-7.66%

Shares9.9K

Event2026-03-31

Filed2026-05-12

VISA INC

-6.20%

Shares9.9K

Event2026-03-31

Filed2026-05-12

EVMO

MORGAN STANLEY ETF TRUST

23.28%

Shares58.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-8.37%

Shares10.3K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

-0.42%

Shares22.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-73.17%

Shares9.9K

Event2026-03-31

Filed2026-05-12

CALF

PACER FDS TR

0.96%

Shares62.9K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

-15.67%

Shares13.3K

Event2026-03-31

Filed2026-05-12

IQLT

ISHARES TR

1.21%

Shares56.7K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-54.63%

Shares4.3K

Event2026-03-31

Filed2026-05-12

NNN

NNN REIT INC

-9.76%

Shares58.4K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

5.55%

Shares5.6K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

-3.09%

Shares2.4K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-5.48%

Shares86.6K

Event2026-03-31

Filed2026-05-12

LCTU

BLACKROCK ETF TRUST

-6.09%

Shares31.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-11.96%

Shares12.8K

Event2026-03-31

Filed2026-05-12

FTSM

FIRST TR EXCHANGE-TRADED FD

-0.82%

Shares35.8K

Event2026-03-31

Filed2026-05-12

IRM

IRON MTN INC DEL

-9.22%

Shares20.6K

Event2026-03-31

Filed2026-05-12

DSI

ISHARES TR

-9.95%

Shares17.2K

Event2026-03-31

Filed2026-05-12

JEPQ

J P MORGAN EXCHANGE TRADED F

3.99%

Shares36.2K

Event2026-03-31

Filed2026-05-12

NOBL

PROSHARES TR

-5.52%

Shares18.7K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

7.34%

Shares19.3K

Event2026-03-31

Filed2026-05-12

VFH

VANGUARD WORLD FD

-2.08%

Shares15.9K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

11.36%

Shares23.9K

Event2026-03-31

Filed2026-05-12

JPIE

J P MORGAN EXCHANGE TRADED F

-2.75%

Shares40.1K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

16.21%

Shares23.9K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

-2.05%

Shares32.0K

Event2026-03-31

Filed2026-05-12

DEERE & CO

1.42%

Shares3.2K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-0.03%

Shares6.2K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.01%

Shares7.2K

Event2026-03-31

Filed2026-05-12

SPTS

SPDR SERIES TRUST

24.79%

Shares59.7K

Event2026-03-31

Filed2026-05-12

EAGG

ISHARES TR

6.06%

Shares35.9K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

10.57%

Shares17.4K

Event2026-03-31

Filed2026-05-12

ESGU

ISHARES TR

-0.87%

Shares11.7K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-1.82%

Shares1.8K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-54.46%

Shares14.3K

Event2026-03-31

Filed2026-05-12

FDL

FIRST TR EXCHANGE-TRADED FD

-1.66%

Shares31.8K

Event2026-03-31

Filed2026-05-12

SUSC

ISHARES TR

-0.02%

Shares69.8K

Event2026-03-31

Filed2026-05-12

DGRO

ISHARES TR

3.17%

Shares22.0K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-50.84%

Shares7.2K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

122.54%

Shares23.5K

Event2026-03-31

Filed2026-05-12

SCHZ

SCHWAB STRATEGIC TR

0.08%

Shares64.3K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

-85.18%

Shares25.5K

Event2026-03-31

Filed2026-05-12

RSPT

INVESCO EXCHANGE TRADED FD T

1.58%

Shares32.4K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

2.74%

Shares18.5K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

1.20%

Shares4.5K

Event2026-03-31

Filed2026-05-12

ICSH

ISHARES TR

59.41%

Shares27.6K

Event2026-03-31

Filed2026-05-12

VBR

VANGUARD INDEX FDS

-11.97%

Shares6.3K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-0.64%

Shares5.0K

Event2026-03-31

Filed2026-05-12

FVD

FIRST TR EXCHANGE-TRADED FD

-0.77%

Shares28.4K

Event2026-03-31

Filed2026-05-12

COWZ

PACER FDS TR

50.36%

Shares20.8K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

0.55%

Shares4.4K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

0.42%

Shares34.1K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

-28.88%

Shares18.2K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

-9.96%

Shares25.2K

Event2026-03-31

Filed2026-05-12

GOVT

ISHARES TR

129.20%

Shares54.7K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

-12.22%

Shares6.0K

Event2026-03-31

Filed2026-05-12

IUSB

ISHARES TR

-8.21%

Shares26.4K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

-8.34%

Shares43.0K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

4.70%

Shares3.7K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

0.22%

Shares8.2K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

6.33%

Shares9.5K

Event2026-03-31

Filed2026-05-12

FDVV

FIDELITY COVINGTON TRUST

-0.59%

Shares20.1K

Event2026-03-31

Filed2026-05-12

USXF

ISHARES TR

-0.10%

Shares19.8K

Event2026-03-31

Filed2026-05-12

USHY

ISHARES TR

12.65%

Shares29.6K

Event2026-03-31

Filed2026-05-12

ESGE

ISHARES INC

-6.79%

Shares23.6K

Event2026-03-31

Filed2026-05-12

JMBS

JANUS DETROIT STR TR

10.39%

Shares23.5K

Event2026-03-31

Filed2026-05-12

MBB

ISHARES TR

1.02%

Shares11.1K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

-11.74%

Shares10.8K

Event2026-03-31

Filed2026-05-12

BROOKFIELD INFRASTRUCTURE CO

-7.56%

Shares25.6K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

-2.39%

Shares9.0K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

93.56%

Shares1.7K

Event2026-03-31

Filed2026-05-12

CHD

CHURCH & DWIGHT CO INC

New

Shares10.5K

Event2026-03-31

Filed2026-05-12

XTEN

BONDBLOXX ETF TRUST

-3.27%

Shares21.4K

Event2026-03-31

Filed2026-05-12

MUB

ISHARES TR

5.06%

Shares9.1K

Event2026-03-31

Filed2026-05-12

SPGP

INVESCO EXCHANGE TRADED FD T

122.69%

Shares8.6K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

0.69%

Shares3.9K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

1.45%

Shares7.8K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORP DEL

-3.07%

Shares4.7K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-11.58%

Shares2.5K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-72.36%

Shares1.4K

Event2026-03-31

Filed2026-05-12

QTEC

FIRST TR EXCHANGE-TRADED FD

-2.41%

Shares4.1K

Event2026-03-31

Filed2026-05-12

UPS

UNITED PARCEL SVCS INC

-6.78%

Shares8.8K

Event2026-03-31

Filed2026-05-12