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The Analysis of JNBA Financial Advisors's Holdings & P&L

Currently, JNBA Financial Advisors holds 819 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in SGOV (+846.0K shares, valued at $85.2M), AVDE (+708.2K shares, valued at $60.1M), SPDW (+249.5K shares, valued at $11.4M); decreased their positions in IVV (-122.6K shares, valued at $80.1M), SCHD (-69.0K shares, valued at $2.1M), SPMD (-33.9K shares, valued at $2.0M); initiated new positions in AVDE (+708.2K shares, valued at $60.1M), SPOT (+1.8K shares, valued at $861.7K), N/A (+240 shares, valued at $47.3K).

1M P&L

+43.5M+3.49%

3M P&L

-232.9M-15.29%

HY P&L

-178.3M-12.14%

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/A1.0B

87.7%

2Insurance - Life23.6M

2.0%

3Engineering & Construction17.0M

1.5%

Top Industries by Stock Count

1N/A240 stocks

32.0%

2Software - Application24 stocks

3.2%

3Banks - Regional18 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR241.8K shares-33.65%2026-03-312026-04-23

SPDW SPDR INDEX SHS FDS2.5M shares11.05%2026-03-312026-04-23

SGOV ISHARES TR847.3K shares66772.30%2026-03-312026-04-23

AVDE AMERICAN CENTY ETF TR708.2K sharesnew addition2026-03-312026-04-23

IJH ISHARES TR802.7K shares-2.02%2026-03-312026-04-23

SPMD SPDR SERIES TRUST851.3K shares-3.83%2026-03-312026-04-23

VUG VANGUARD INDEX FDS97.7K shares3.90%2026-03-312026-04-23

SPEM SPDR INDEX SHS FDS794.9K shares-1.08%2026-03-312026-04-23

Sponsored

MOAT VANECK ETF TRUST358.1K shares-4.41%2026-03-312026-04-23

VEA VANGUARD TAX-MANAGED FDS521.9K shares10.42%2026-03-312026-04-23

AFL AFLAC INC214.7K shares-0.08%2026-03-312026-04-23

VV VANGUARD INDEX FDS77.8K shares24.35%2026-03-312026-04-23

SPYG SPDR SERIES TRUST231.6K shares-3.68%2026-03-312026-04-23

VIG VANGUARD SPECIALIZED FUNDS92.6K shares-3.77%2026-03-312026-04-23

FNDF SCHWAB STRATEGIC TR370.2K shares-4.18%2026-03-312026-04-23

APG API GROUP CORP419.8K shares0.00%2026-03-312026-04-23

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T219.2K shares-1.62%2026-03-312026-04-23

VWO VANGUARD INTL EQUITY INDEX F303.9K shares0.39%2026-03-312026-04-23

SPSM SPDR SERIES TRUST322.5K shares-2.75%2026-03-312026-04-23

VO VANGUARD INDEX FDS50.0K shares-0.78%2026-03-312026-04-23

IJR ISHARES TR99.5K shares-2.51%2026-03-312026-04-23

MSFT MICROSOFT CORP32.6K shares0.38%2026-03-312026-04-23

ISHARES GOLD TR ISHARES GOLD TR130.7K shares-8.38%2026-03-312026-04-23

SPYM SPDR SERIES TRUST139.8K shares68.13%2026-03-312026-04-23

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T218.6K shares-5.98%2026-03-312026-04-23

VIGI VANGUARD WHITEHALL FDS96.1K shares-2.94%2026-03-312026-04-23

MDYG SPDR SERIES TRUST85.6K shares-13.39%2026-03-312026-04-23

CF CF INDUSTRIES HOLD62.5K shares-5.16%2026-03-312026-04-23

VB VANGUARD INDEX FDS29.6K shares-3.98%2026-03-312026-04-23

MDYV SPDR SERIES TRUST88.6K shares-10.45%2026-03-312026-04-23

AAPL APPLE INC29.4K shares-2.02%2026-03-312026-04-23

IVLU ISHARES TR182.7K shares-17.68%2026-03-312026-04-23

Sponsored

ESGD ISHARES TR74.6K shares6.15%2026-03-312026-04-23

IJK ISHARES TR63.8K shares-7.20%2026-03-312026-04-23

SCHD SCHWAB STRATEGIC TR177.2K shares-28.01%2026-03-312026-04-23

GLDM WORLD GOLD TR57.7K shares-21.17%2026-03-312026-04-23

AMAT APPLIED MATLS INC13.7K shares-4.39%2026-03-312026-04-23

GGG GRACO INC54.1K shares-0.63%2026-03-312026-04-23

AVEM AMERICAN CENTY ETF TR56.5K shares-4.48%2026-03-312026-04-23

VTEB VANGUARD MUN BD FDS91.0K shares-6.74%2026-03-312026-04-23

Sponsored

IJJ ISHARES TR34.1K shares-3.47%2026-03-312026-04-23

VOE VANGUARD INDEX FDS23.0K shares-6.62%2026-03-312026-04-23

XVV ISHARES TR85.6K shares-15.17%2026-03-312026-04-23

VEU VANGUARD INTL EQUITY INDEX F54.9K shares-0.96%2026-03-312026-04-23

CELC CELCUITY INC35.8K shares-2.72%2026-03-312026-04-23

XJH ISHARES TR86.2K shares-5.32%2026-03-312026-04-23

VCSH VANGUARD SCOTTSDALE FDS49.0K shares-2.44%2026-03-312026-04-23

SPYV SPDR SERIES TRUST66.1K shares-27.47%2026-03-312026-04-23

Sponsored

EAGG ISHARES TR76.6K shares4.07%2026-03-312026-04-23

VTI VANGUARD INDEX FDS11.1K shares-1.63%2026-03-312026-04-23

AGG ISHARES TR32.5K shares4776.73%2026-03-312026-04-23

VGT VANGUARD WORLD FD4.6K shares-0.30%2026-03-312026-04-23

BIL SPDR SERIES TRUST33.6K shares183.75%2026-03-312026-04-23

INTC INTEL CORP68.7K shares-1.39%2026-03-312026-04-23

ALPHABET INC ALPHABET INC10.4K shares1.18%2026-03-312026-04-23

DFEM DIMENSIONAL ETF TRUST85.2K shares-5.33%2026-03-312026-04-23

Sponsored

EFG ISHARES TR25.9K shares-7.05%2026-03-312026-04-23

ALPHABET INC ALPHABET INC9.4K shares0.59%2026-03-312026-04-23

DON WISDOMTREE TR48.4K shares-10.81%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO8.6K shares0.21%2026-03-312026-04-23

AMZN AMAZON COM INC11.8K shares-0.40%2026-03-312026-04-23

MEDTRONIC PLC MEDTRONIC PLC27.7K shares-2.01%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T3.7K shares-1.45%2026-03-312026-04-23

NVDA NVIDIA CORPORATION12.6K shares3.39%2026-03-312026-04-23

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL3 shares0.00%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON8.4K shares-15.81%2026-03-312026-04-23

ABBV ABBVIE INC9.0K shares-1.95%2026-03-312026-04-23

ESGE ISHARES INC43.1K shares-1.71%2026-03-312026-04-23

JHMM JOHN HANCOCK EXCHANGE TRADED28.4K shares-2.52%2026-03-312026-04-23

IDV ISHARES TR42.8K shares-12.23%2026-03-312026-04-23

DES WISDOMTREE TR50.7K shares-3.94%2026-03-312026-04-23

XOM EXXON MOBIL CORP8.8K shares-7.59%2026-03-312026-04-23

Sponsored

MCD MCDONALDS CORP4.7K shares-5.63%2026-03-312026-04-23

DIS DISNEY WALT CO14.6K shares-1.04%2026-03-312026-04-23

SCHW SCHWAB CHARLES CORP14.6K shares-0.58%2026-03-312026-04-23

SUSC ISHARES TR57.9K shares5.26%2026-03-312026-04-23

GDX VANECK ETF TRUST14.5K shares-2.41%2026-03-312026-04-23

BNDX VANGUARD CHARLOTTE FDS27.4K shares1.19%2026-03-312026-04-23

IEFA ISHARES TR14.6K shares10.75%2026-03-312026-04-23

ABT ABBOTT LABORATORIES12.7K shares-1.41%2026-03-312026-04-23

Sponsored

QCOM QUALCOMM INC10.1K shares-0.25%2026-03-312026-04-23

VSGX VANGUARD WORLD FD18.0K shares-2.54%2026-03-312026-04-23

SLYG SPDR SERIES TRUST13.3K shares-10.27%2026-03-312026-04-23

TRV TRAVELERS COMPANIES INC4.4K shares-2.79%2026-03-312026-04-23

AVUV AMERICAN CENTY ETF TR11.6K shares0.17%2026-03-312026-04-23

UNH UNITEDHEALTH GROUP INC4.4K shares-3.78%2026-03-312026-04-23

XJR ISHARES TR26.9K shares-2.60%2026-03-312026-04-23

META META PLATFORMS INC2.0K shares0.40%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC13.9K shares-6.64%2026-03-312026-04-23

SUSB ISHARES TR42.1K shares4.41%2026-03-312026-04-23

PWV INVESCO EXCHANGE TRADED FD T15.1K shares-19.37%2026-03-312026-04-23

IJT ISHARES TR7.1K shares-3.50%2026-03-312026-04-23

BBY BEST BUY INC16.0K shares0.00%2026-03-312026-04-23

SMOG VANECK ETF TRUST7.3K shares4.66%2026-03-312026-04-23

CVX CHEVRON CORPORATION4.8K shares6.85%2026-03-312026-04-23

ORCL ORACLE CORP6.6K shares0.52%2026-03-312026-04-23

Sponsored

JMST J P MORGAN EXCHANGE TRADED F18.9K shares0.00%2026-03-312026-04-23

NVS NOVARTIS AG6.2K shares-3.48%2026-03-312026-04-23

DE DEERE & CO1.7K shares-2.88%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-0.84%2026-03-312026-04-23

VOT VANGUARD INDEX FDS3.6K shares-3.92%2026-03-312026-04-23

IEMG ISHARES INC13.4K shares-0.47%2026-03-312026-04-23

IVW ISHARES TR8.1K shares-7.62%2026-03-312026-04-23

AIQ GLOBAL X FDS19.6K shares0.13%2026-03-312026-04-23

Sponsored

JPST J P MORGAN EXCHANGE TRADED F17.9K shares-28.01%2026-03-312026-04-23

FSLR FIRST SOLAR INC4.5K shares3.97%2026-03-312026-04-23

BAC BANK AMERICA CORP18.1K shares-1.08%2026-03-312026-04-23

MUB ISHARES TR8.2K shares0.00%2026-03-312026-04-23

SPOT SPOTIFY TECHNOLOGY S A1.8K sharesnew addition2026-03-312026-04-23

SUSA ISHARES TR6.1K shares-9.47%2026-03-312026-04-23

JHEM JOHN HANCOCK EXCHANGE TRADED23.5K shares-2.53%2026-03-312026-04-23

INFL LISTED FDS TR15.2K shares-6.48%2026-03-312026-04-23

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC7.9K shares-24.83%2026-03-312026-04-23

KO COCA COLA CO10.2K shares-6.69%2026-03-312026-04-23

JHSC JOHN HANCOCK EXCHANGE TRADED18.0K shares-3.55%2026-03-312026-04-23

CRM SALESFORCE INC4.1K shares-4.22%2026-03-312026-04-23

MOTI VANECK ETF TRUST21.7K shares0.00%2026-03-312026-04-23

IWR ISHARES TR7.6K shares-0.11%2026-03-312026-04-23

DEM WISDOMTREE TR14.7K shares-0.78%2026-03-312026-04-23

MMM 3M CO5.0K shares0.00%2026-03-312026-04-23

Sponsored

EFA ISHARES TR7.5K shares0.00%2026-03-312026-04-23

VANGUARD INDEX FDS VANGUARD INDEX FDS1.2K shares-3.43%2026-03-312026-04-23

SLV ISHARES SILVER TR10.0K shares-7.05%2026-03-312026-04-23

BLACKROCK INC BLACKROCK INC696 shares-0.14%2026-03-312026-04-23

WFC WELLS FARGO & CO8.3K shares-1.21%2026-03-312026-04-23

TSLA TESLA INC1.8K shares0.97%2026-03-312026-04-23

MERCK & CO INC MERCK & CO INC5.4K shares-5.21%2026-03-312026-04-23

IWM ISHARES TR2.6K shares-1.28%2026-03-312026-04-23

Sponsored

ESGV VANGUARD WORLD FD5.6K shares-22.99%2026-03-312026-04-23

SLYV SPDR SERIES TRUST6.7K shares-18.81%2026-03-312026-04-23

PG PROCTER & GAMBLE CO4.3K shares-1.11%2026-03-312026-04-23

IJS ISHARES TR5.1K shares-9.43%2026-03-312026-04-23

V VISA INC2.0K shares1.86%2026-03-312026-04-23

GILD GILEAD SCIENCES INC4.3K shares-0.47%2026-03-312026-04-23

PEP PEPSICO INC3.8K shares0.43%2026-03-312026-04-23

SSII SS INNOVATIONS INTERNATIONAL116.9K shares33.33%2026-03-312026-04-23

Sponsored

HON HONEYWELL INTL INC2.6K shares0.00%2026-03-312026-04-23

XLI SELECT SECTOR SPDR TR3.6K shares-0.03%2026-03-312026-04-23

AOA ISHARES TR6.3K shares7.16%2026-03-312026-04-23

MDY STATE STR SPDR S&P MIDCAP 40887 shares-3.59%2026-03-312026-04-23

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-23

HD HOME DEPOT INC1.5K shares-1.58%2026-03-312026-04-23

EMR EMERSON ELEC CO3.5K shares-0.71%2026-03-312026-04-23

BSX BOSTON SCIENTIFIC CORP7.0K shares1.34%2026-03-312026-04-23

Sponsored

GLD SPDR GOLD TR1.0K shares-3.91%2026-03-312026-04-23

LLY ELI LILLY & CO448 shares-0.22%2026-03-312026-04-23

TGT TARGET CORP3.4K shares1.01%2026-03-312026-04-23

SPTM SPDR SERIES TRUST5.1K shares104.20%2026-03-312026-04-23

BK BANK NEW YORK MELLON CORP3.3K shares-24.53%2026-03-312026-04-23

DSI ISHARES TR3.3K shares0.71%2026-03-312026-04-23

ENB ENBRIDGE INC7.3K shares0.00%2026-03-312026-04-23

RAFE PIMCO EQUITY SER9.3K shares-6.34%2026-03-312026-04-23

Sponsored

FAST FASTENAL CO8.4K shares-4.95%2026-03-312026-04-23

XLY SELECT SECTOR SPDR TR3.4K shares-6.92%2026-03-312026-04-23

CSX CSX CORP9.1K shares-12.53%2026-03-312026-04-23

GIS GENERAL MILLS INC10.0K shares-13.14%2026-03-312026-04-23

IWD ISHARES TR1.6K shares0.00%2026-03-312026-04-23

ECL ECOLAB INC1.3K shares-2.44%2026-03-312026-04-23

CEG CONSTELLATION ENERGY CORP1.2K shares0.00%2026-03-312026-04-23

IBIT ISHARES BITCOIN TRUST ETF8.6K shares0.00%2026-03-312026-04-23

Sponsored

MA MASTERCARD INCORPORATED657 shares3.14%2026-03-312026-04-23

DOL WISDOMTREE TR4.8K shares0.00%2026-03-312026-04-23

VWOB VANGUARD WHITEHALL FDS4.9K shares-0.12%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION323 shares8.75%2026-03-312026-04-23

XEL XCEL ENERGY INC4.0K shares0.00%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO5.3K shares-0.90%2026-03-312026-04-23

MINT PIMCO ETF TR3.2K shares0.00%2026-03-312026-04-23

NKE NIKE INC5.9K shares-4.64%2026-03-312026-04-23

Sponsored

CVS CVS HEALTH CORP4.3K shares14.82%2026-03-312026-04-23

VTV VANGUARD INDEX FDS1.6K shares-6.07%2026-03-312026-04-23

GNR SPDR INDEX SHS FDS4.1K shares0.00%2026-03-312026-04-23

THE CIGNA GROUP THE CIGNA GROUP1.1K shares-11.55%2026-03-312026-04-23

PSO PEARSON PLC21.3K shares0.00%2026-03-312026-04-23

ESML ISHARES TR5.8K shares-3.37%2026-03-312026-04-23

GLW CORNING INC2.0K shares5.70%2026-03-312026-04-23

USB US BANCORP4.8K shares0.00%2026-03-312026-04-23

Sponsored

AMGN AMGEN INC688 shares-6.27%2026-03-312026-04-23

IWB ISHARES TR673 shares0.00%2026-03-312026-04-23

PRN INVESCO EXCHANGE TRADED FD T1.2K shares-12.44%2026-03-312026-04-23

PFE PFIZER INC8.1K shares-6.38%2026-03-312026-04-23

XLV SELECT SECTOR SPDR TR1.5K shares-6.90%2026-03-312026-04-23

VTIP VANGUARD MALVERN FDS4.4K shares0.00%2026-03-312026-04-23

AEP AMERICAN ELEC PWR CO INC1.6K shares0.00%2026-03-312026-04-23

BLACKSTONE INC BLACKSTONE INC1.8K shares-2.32%2026-03-312026-04-23

Sponsored

UMBF UMB FINL CORP1.8K shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP2.3K shares4.47%2026-03-312026-04-23

NEM NEWMONT CORP1.8K shares-34.79%2026-03-312026-04-23

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.7K shares33.33%2026-03-312026-04-23

WMT WALMART INC1.5K shares-18.78%2026-03-312026-04-23

TXN TEXAS INSTRS INC974 shares-5.07%2026-03-312026-04-23

T AT&T INC6.0K shares0.00%2026-03-312026-04-23

CAT CATERPILLAR INC246 shares-1.99%2026-03-312026-04-23

Sponsored

PSL INVESCO EXCHANGE TRADED FD T1.6K shares-3.44%2026-03-312026-04-23

JCI JOHNSON CONTROLS INTERNATION1.3K shares0.00%2026-03-312026-04-23

GS GOLDMAN SACHS GROUP INC200 shares-1.48%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS685 shares73.42%2026-03-312026-04-23

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND820 shares0.00%2026-03-312026-04-23

BROADCOM INC BROADCOM INC525 shares18.51%2026-03-312026-04-23

MSI MOTOROLA SOLUTIONS INC365 shares2.24%2026-03-312026-04-23

LNT ALLIANT ENERGY CORP2.2K shares0.00%2026-03-312026-04-23

Sponsored

VZ VERIZON COMMUNICATIONS INC3.1K shares-2.44%2026-03-312026-04-23

HSY HERSHEY CO732 shares-12.02%2026-03-312026-04-23

HBAN HUNTINGTON BANCSHARES INC9.7K shares0.00%2026-03-312026-04-23

OTTR OTTER TAIL CORP1.7K shares0.00%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE518 shares5.71%2026-03-312026-04-23

CIEN CIENA CORP378 shares-50.00%2026-03-312026-04-23

PNC PNC FINL SVCS GROUP INC697 shares0.87%2026-03-312026-04-23

RTX RTX CORPORATION748 shares-18.96%2026-03-312026-04-23

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC420 shares7.97%2026-03-312026-04-23

AWK AMERICAN WTR WKS CO INC NEW1.0K shares0.00%2026-03-312026-04-23

RFV INVESCO EXCHANGE TRADED FD T1.0K shares-4.86%2026-03-312026-04-23

VCIT VANGUARD SCOTTSDALE FDS1.6K shares0.00%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR978 shares-3.93%2026-03-312026-04-23

PFG PRINCIPAL FINANCIAL GROUP IN1.4K shares0.00%2026-03-312026-04-23

L LOEWS CORP1.2K shares0.00%2026-03-312026-04-23

COP CONOCOPHILLIPS966 shares-30.20%2026-03-312026-04-23

Sponsored

ITW ILLINOIS TOOL WKS INC489 shares0.00%2026-03-312026-04-23

NEE NEXTERA ENERGY INC1.4K shares5.74%2026-03-312026-04-23

CNP CENTERPOINT ENERGY INC2.9K shares0.00%2026-03-312026-04-23

GRID FIRST TR EXCHANGE-TRADED FD768 shares24.88%2026-03-312026-04-23

DAL DELTA AIR LINES INC1.8K shares-2.59%2026-03-312026-04-23

SO SOUTHERN CO1.3K shares0.00%2026-03-312026-04-23

MCO MOODYS CORP275 shares0.00%2026-03-312026-04-23

STT STATE STR CORP886 shares-5.34%2026-03-312026-04-23

Sponsored

SNY SANOFI SA2.3K shares0.00%2026-03-312026-04-23

VBK VANGUARD INDEX FDS362 shares-3.47%2026-03-312026-04-23

BIIB BIOGEN INC596 shares0.00%2026-03-312026-04-23

CAH CARDINAL HEALTH INC516 shares0.00%2026-03-312026-04-23

LRGF ISHARES TR1.6K shares0.00%2026-03-312026-04-23

BARRICK MNG CORP BARRICK MNG CORP2.6K shares-18.69%2026-03-312026-04-23

CENCORA INC CENCORA INC339 shares0.00%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST3.1K shares0.00%2026-03-312026-04-23

Sponsored

GH GUARDANT HEALTH INC1.1K shares0.00%2026-03-312026-04-23

WTW WILLIS TOWERS WATSON PLC LTD350 shares-6.67%2026-03-312026-04-23

EIX EDISON INTL1.4K shares0.00%2026-03-312026-04-23

SLB SLB LIMITED2.0K shares0.00%2026-03-312026-04-23

USMV ISHARES TR1.1K shares0.00%2026-03-312026-04-23

EXC EXELON CORP2.0K shares-1.92%2026-03-312026-04-23

SNPS SYNOPSYS INC252 shares13.51%2026-03-312026-04-23

NSC NORFOLK SOUTHN CORP346 shares-1.14%2026-03-312026-04-23

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QUAL ISHARES TR499 shares-13.52%2026-03-312026-04-23

BA BOEING CO461 shares-0.86%2026-03-312026-04-23

TMO THERMO FISHER SCIENTIFIC INC185 shares-1.07%2026-03-312026-04-23

CDNS CADENCE DESIGN SYSTEM INC322 shares0.00%2026-03-312026-04-23

IWV ISHARES TR240 shares0.00%2026-03-312026-04-23

VXF VANGUARD INDEX FDS431 shares0.00%2026-03-312026-04-23

STERIS PLC STERIS PLC397 shares0.00%2026-03-312026-04-23

SPIP SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-04-23

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BSV VANGUARD BD INDEX FDS1.1K shares0.00%2026-03-312026-04-23

PSX PHILLIPS 66467 shares-72.25%2026-03-312026-04-23

IUSG ISHARES TR542 shares0.00%2026-03-312026-04-23

GEV GE VERNOVA INC94 shares10.59%2026-03-312026-04-23

NOC NORTHROP GRUMMAN CORP119 shares-10.53%2026-03-312026-04-23

OHI OMEGA HEALTHCARE INVS INC1.8K shares0.00%2026-03-312026-04-23

RELY REMITLY GLOBAL INC5.0K shares0.00%2026-03-312026-04-23

WDC WESTERN DIGITAL CORP287 shares0.00%2026-03-312026-04-23

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VST VISTRA CORP506 shares0.00%2026-03-312026-04-23

CSM PROSHARES TR1.0K shares-3.24%2026-03-312026-04-23

HSIC SCHEIN HENRY INC1.0K shares0.00%2026-03-312026-04-23

HPE HEWLETT PACKARD ENTERPRISE C3.0K shares0.00%2026-03-312026-04-23

SYY SYSCO CORP1.0K shares0.00%2026-03-312026-04-23

GDXJ VANECK ETF TRUST600 shares0.00%2026-03-312026-04-23

WMB WILLIAMS COS INC980 shares0.00%2026-03-312026-04-23

AXP AMERICAN EXPRESS CO231 shares0.00%2026-03-312026-04-23

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VONG VANGUARD SCOTTSDALE FDS635 shares0.00%2026-03-312026-04-23

A AGILENT TECHNOLOGIES INC608 shares4.47%2026-03-312026-04-23

XLG INVESCO EXCHANGE TRADED FD T1.3K shares0.00%2026-03-312026-04-23

PPG PPG INDS INC628 shares0.00%2026-03-312026-04-23

LMT LOCKHEED MARTIN CORP111 shares-9.02%2026-03-312026-04-23

DFIV DIMENSIONAL ETF TRUST1.3K shares71.55%2026-03-312026-04-23

BUD ANHEUSER BUSCH INBEV SA NV950 shares0.00%2026-03-312026-04-23

AOM ISHARES TR1.4K shares1.10%2026-03-312026-04-23

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PEG PUBLIC SVC ENTERPRISE GROUP800 shares0.00%2026-03-312026-04-23

O REALTY INCOME CORP1.0K shares0.00%2026-03-312026-04-23

FNDX SCHWAB STRATEGIC TR2.3K shares0.00%2026-03-312026-04-23

NANR SPDR INDEX SHS FDS753 shares-3.34%2026-03-312026-04-23

UNP UNION PAC CORP260 shares4.00%2026-03-312026-04-23

SCHV SCHWAB STRATEGIC TR2.1K shares0.00%2026-03-312026-04-23

FI FISERV INC1.1K shares0.00%2026-03-312026-04-23

NVO NOVO-NORDISK A S1.7K shares0.00%2026-03-312026-04-23

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TEVA TEVA PHARMACEUTICAL INDS LTD2.0K shares0.00%2026-03-312026-04-23

RKT ROCKET COS INC4.3K shares0.00%2026-03-312026-04-23

BMO BANK MONTREAL MEDIUM440 shares0.00%2026-03-312026-04-23

LAM RESEARCH CORP LAM RESEARCH CORP277 shares-7.67%2026-03-312026-04-23

ADP AUTOMATIC DATA PROCESSING IN289 shares0.00%2026-03-312026-04-23

TT TRANE TECHNOLOGIES PLC140 shares-2.78%2026-03-312026-04-23

KEYS KEYSIGHT TECHNOLOGIES INC206 shares0.00%2026-03-312026-04-23

EEM ISHARES TR1.0K shares0.00%2026-03-312026-04-23

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HP INC HP INC3.0K shares-2.68%2026-03-312026-04-23

SCHG SCHWAB STRATEGIC TR1.9K shares-34.49%2026-03-312026-04-23

PAVE GLOBAL X FDS1.1K shares54.21%2026-03-312026-04-23

SCHB SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-04-23

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II757 shares-15.42%2026-03-312026-04-23

SCZ ISHARES TR700 shares0.00%2026-03-312026-04-23

BKNG BOOKING HOLDINGS INC13 shares0.00%2026-03-312026-04-23

ICE INTERCONTINENTAL EXCHANGE IN347 shares0.00%2026-03-312026-04-23

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USAC USA COMPRESSION PARTNERS LP2.0K shares0.00%2026-03-312026-04-23

SYK STRYKER CORPORATION165 shares3.13%2026-03-312026-04-23

THOMSON REUTERS CORP THOMSON REUTERS CORP602 shares0.00%2026-03-312026-04-23

KMB KIMBERLY-CLARK CORP559 shares0.00%2026-03-312026-04-23

PHO INVESCO EXCHANGE TRADED FD T786 shares0.00%2026-03-312026-04-23

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP153 shares-18.62%2026-03-312026-04-23

HAS HASBRO INC556 shares0.00%2026-03-312026-04-23

CARR CARRIER GLOBAL CORPORATION923 shares0.00%2026-03-312026-04-23

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ACVF ETF OPPORTUNITIES TRUST1.1K shares0.00%2026-03-312026-04-23

ENSG ENSIGN GROUP INC250 shares29.53%2026-03-312026-04-23

MET METLIFE INC712 shares235.85%2026-03-312026-04-23

FNB F N B CORP3.0K shares0.00%2026-03-312026-04-23

EPD ENTERPRISE PRODS PARTNERS L1.3K shares0.00%2026-03-312026-04-23

ESGU ISHARES TR354 shares-61.10%2026-03-312026-04-23

LHX L3HARRIS TECHNOLOGIES INC144 shares0.00%2026-03-312026-04-23

IWS ISHARES TR339 shares0.00%2026-03-312026-04-23

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HFXI NEW YORK LIFE INVESTMENTS ET1.4K shares-3.60%2026-03-312026-04-23

DOW DOW HLDGS INC1.2K shares0.00%2026-03-312026-04-23

ADM ARCHER DANIELS MIDLAND CO666 shares0.00%2026-03-312026-04-23

CL COLGATE PALMOLIVE CO565 shares0.00%2026-03-312026-04-23

DGRO ISHARES TR684 shares-9.52%2026-03-312026-04-23

ASTRAZENECA PLC ASTRAZENECA PLC240 sharesnew addition2026-03-312026-04-23

SJM SMUCKER J M CO486 shares0.00%2026-03-312026-04-23

VTR VENTAS INC573 shares0.00%2026-03-312026-04-23

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TTC TORO CO489 shares0.00%2026-03-312026-04-23

DYNF BLACKROCK ETF TRUST763 shares-6.38%2026-03-312026-04-23

VBR VANGUARD INDEX FDS204 shares0.00%2026-03-312026-04-23

IHDG WISDOMTREE TR910 shares0.00%2026-03-312026-04-23

SHEL SHELL PLC465 shares-24.64%2026-03-312026-04-23

LINDE PLC LINDE PLC87 shares10.13%2026-03-312026-04-23

TMUS T-MOBILE US INC205 sharesnew addition2026-03-312026-04-23

VXUS VANGUARD STAR FDS555 shares0.00%2026-03-312026-04-23

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CB CHUBB LTD SWITZ131 shares-22.49%2026-03-312026-04-23

IVE ISHARES TR200 shares0.00%2026-03-312026-04-23

BDX BECTON DICKINSON & CO269 shares0.00%2026-03-312026-04-23

DIA STATE STR SPDR DOW JONES IND89 shares11.25%2026-03-312026-04-23

ICLN ISHARES TR2.3K shares-0.35%2026-03-312026-04-23

GSK PLC GSK PLC745 shares-19.20%2026-03-312026-04-23

EFV ISHARES TR550 shares0.00%2026-03-312026-04-23

STXE EA SERIES TRUST1.0K shares-11.31%2026-03-312026-04-23

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YUM YUM BRANDS INC260 shares0.00%2026-03-312026-04-23

QGRW WISDOMTREE TR754 shares-11.61%2026-03-312026-04-23

WELL WELLTOWER INC200 shares-2.44%2026-03-312026-04-23

ISRG INTUITIVE SURGICAL INC85 sharesnew addition2026-03-312026-04-23

STRV EA SERIES TRUST933 shares-3.32%2026-03-312026-04-23

DFSI DIMENSIONAL ETF TRUST922 shares0.00%2026-03-312026-04-23

EW EDWARDS LIFESCIENCES CORP481 shares0.00%2026-03-312026-04-23

FNV FRANCO NEV CORP155 shares0.00%2026-03-312026-04-23

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F FORD MTR CO3.3K shares-0.64%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC638 shares-16.38%2026-03-312026-04-23

EWJ ISHARES INC431 shares0.00%2026-03-312026-04-23

ED CONSOLIDATED EDISON INC320 shares-61.31%2026-03-312026-04-23

VFMF VANGUARD WELLINGTON FD232 shares0.43%2026-03-312026-04-23

ENERGY TRANSFER L P ENERGY TRANSFER L P3.0K sharesnew addition2026-03-312026-04-23

TFC TRUIST FINL CORP750 sharesnew addition2026-03-312026-04-23

DIVO AMPLIFY ETF TR768 shares1.19%2026-03-312026-04-23

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PII POLARIS INC630 shares0.00%2026-03-312026-04-23

IWP ISHARES TR267 shares0.00%2026-03-312026-04-23

PSA PUBLIC STORAGE OPER CO126 shares-14.86%2026-03-312026-04-23

TCAI TORTOISE CAPITAL SERIES TRUS976 shares42.69%2026-03-312026-04-23

AOR ISHARES TR521 shares-4.05%2026-03-312026-04-23

SPSC SPS COMM INC600 shares0.00%2026-03-312026-04-23

BEP BROOKFIELD RENEWABLE ENERGY1.0K shares0.00%2026-03-312026-04-23

SHY ISHARES TR395 shares0.00%2026-03-312026-04-23

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VFQY VANGUARD WELLINGTON FD216 shares0.47%2026-03-312026-04-23

SHW SHERWIN WILLIAMS CO100 shares0.00%2026-03-312026-04-23

CMI CUMMINS INC59 shares0.00%2026-03-312026-04-23

PHYS SPROTT ASSET MANAGEMENT LP883 shares-16.70%2026-03-312026-04-23

PGR PROGRESSIVE CORP154 shares33.91%2026-03-312026-04-23

YUMC YUM CHINA HLDGS INC621 shares0.00%2026-03-312026-04-23

CMCSA COMCAST CORP NEW1.0K shares0.00%2026-03-312026-04-23

WTV WISDOMTREE TR315 shares-22.98%2026-03-312026-04-23

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CCL CARNIVAL CORP1.1K shares-5.43%2026-03-312026-04-23

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW223 shares0.00%2026-03-312026-04-23

DHI D R HORTON INC212 shares0.00%2026-03-312026-04-23

SABA SABA CAPITAL INCOME & OPPORT3.5K shares0.00%2026-03-312026-04-23

WTAI WISDOMTREE TR1.0K shares0.00%2026-03-312026-04-23

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD2.2K shares0.00%2026-03-312026-04-23

EWC ISHARES INC505 shares0.00%2026-03-312026-04-23

AORT ARTIVION INC750 shares0.00%2026-03-312026-04-23

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XT ISHARES TR400 shares0.00%2026-03-312026-04-23

EATON CORP PLC EATON CORP PLC76 shares-22.45%2026-03-312026-04-23

CHIPMOS TECHNOLOGIES INC CHIPMOS TECHNOLOGIES INC750 shares-25.00%2026-03-312026-04-23

PLD PROLOGIS INC.200 shares-9.09%2026-03-312026-04-23

GBTC GRAYSCALE BITCOIN TRUST ETF500 shares0.00%2026-03-312026-04-23

FDVV FIDELITY COVINGTON TRUST476 shares-17.36%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC159 shares0.00%2026-03-312026-04-23

PLTR PALANTIR TECHNOLOGIES INC179 shares-45.09%2026-03-312026-04-23

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FAN FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-04-23

RY ROYAL BK CDA160 shares0.00%2026-03-312026-04-23

DHR DANAHER CORP DEL135 shares20.54%2026-03-312026-04-23

ETHA ISHARES ETHEREUM TR1.6K shares0.00%2026-03-312026-04-23

BABA ALIBABA GROUP HLDG LTD198 shares0.00%2026-03-312026-04-23

GSLC GOLDMAN SACHS ETF TR197 shares0.00%2026-03-312026-04-23

IDEQ LAZARD ACTIVE ETF TR775 sharesnew addition2026-03-312026-04-23

DFSB DIMENSIONAL ETF TRUST474 shares0.00%2026-03-312026-04-23

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ILCG ISHARES TR256 shares0.00%2026-03-312026-04-23

DFAC DIMENSIONAL ETF TRUST628 shares-73.42%2026-03-312026-04-23

BALL BALL CORP403 shares0.00%2026-03-312026-04-23

GARP ISHARES TR366 shares2187.50%2026-03-312026-04-23

ZBH ZIMMER BIOMET HOLDINGS INC259 shares-7.50%2026-03-312026-04-23

OTIS OTIS WORLDWIDE CORP303 shares-33.26%2026-03-312026-04-23

ALB ALBEMARLE CORP130 shares0.00%2026-03-312026-04-23

CMS CMS ENERGY CORP300 shares0.00%2026-03-312026-04-23

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FDX FEDEX CORP65 shares-85.43%2026-03-312026-04-23

NFLX NETFLIX INC.240 shares33.33%2026-03-312026-04-23

TOTALENERGIES SE TOTALENERGIES SE253 shares-48.58%2026-03-312026-04-23

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC302 shares-49.83%2026-03-312026-04-23

WM WASTE MGMT INC DEL100 shares0.00%2026-03-312026-04-23

PID INVESCO EXCHANGE TRADED FD T1.0K shares0.00%2026-03-312026-04-23

NVG NUVEEN AMT FREE MUN CR INC F1.8K shares0.00%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC230 shares-39.31%2026-03-312026-04-23

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STLD STEEL DYNAMICS INC125 shares0.00%2026-03-312026-04-23

GSIE GOLDMAN SACHS ETF TR516 shares0.39%2026-03-312026-04-23

INTU INTUIT51 shares410.00%2026-03-312026-04-23

ADBE ADOBE INC90 shares0.00%2026-03-312026-04-23

TWO HARBORS INVENTMENT CORPO TWO HARBORS INVENTMENT CORPO1.9K shares0.00%2026-03-312026-04-23

IOO ISHARES TR178 shares0.00%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR464 shares-35.10%2026-03-312026-04-23

ESLT ELBIT SYS LTD25 sharesnew addition2026-03-312026-04-23

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ALMU AELUMA INC1.6K shares0.00%2026-03-312026-04-23

STXD EA SERIES TRUST588 shares0.00%2026-03-312026-04-23

PYPL PAYPAL HLDGS INC461 shares-8.35%2026-03-312026-04-23

NPK NATIONAL PRESTO INDS INC150 shares0.00%2026-03-312026-04-23

ARKK ARK ETF TR300 shares0.00%2026-03-312026-04-23

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SMH VANECK ETF TRUST51 shares0.00%2026-03-312026-04-23

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MO ALTRIA GROUP INC292 shares0.00%2026-03-312026-04-23

SOLV SOLVENTUM CORP295 shares-12.98%2026-03-312026-04-23

PFN PIMCO INCOME STRATEGY FD II2.8K shares-2.31%2026-03-312026-04-23

CPT CAMDEN PPTY TR196 shares0.00%2026-03-312026-04-23

BBWI BATH & BODY WORKS INC1.0K shares0.00%2026-03-312026-04-23

SEE SEALED AIR CORP NEW437 shares0.00%2026-03-312026-04-23

NXPI NXP SEMICONDUCTORS N V93 shares0.00%2026-03-312026-04-23

UNILEVER PLC UNILEVER PLC318 shares-8.09%2026-03-312026-04-23

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APD AIR PRODUCTS AND CHEMICALS I61 shares0.00%2026-03-312026-04-23

AMCOR PLC AMCOR PLC425 sharesnew addition2026-03-312026-04-23

TGTX TG THERAPEUTICS INC500 shares0.00%2026-03-312026-04-23

CEF SPROTT ASSET MANAGEMENT LP341 shares-33.14%2026-03-312026-04-23

DFIS DIMENSIONAL ETF TRUST474 shares0.00%2026-03-312026-04-23

BBUS J P MORGAN EXCHANGE TRADED F136 shares0.00%2026-03-312026-04-23

RIVN RIVIAN AUTOMOTIVE INC1.1K shares201.43%2026-03-312026-04-23

BF.A BROWN FORMAN CORP591 shares0.00%2026-03-312026-04-23

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TE CONNECTIVITY PLC TE CONNECTIVITY PLC76 shares-6.17%2026-03-312026-04-23

IWO ISHARES TR50 shares0.00%2026-03-312026-04-23

CWEN CLEARWAY ENERGY INC400 shares0.00%2026-03-312026-04-23

DBL DOUBLELINE OPPORTUNISTIC CR1.1K shares0.00%2026-03-312026-04-23

DLN WISDOMTREE TR173 shares0.00%2026-03-312026-04-23

VSCO VICTORIAS SECRET AND CO333 shares0.00%2026-03-312026-04-23

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NOW SERVICENOW INC141 shares370.00%2026-03-312026-04-23

SHOP SHOPIFY INC124 shares287.50%2026-03-312026-04-23

QT IMAGING HLDGS INC QT IMAGING HLDGS INC2.5K sharesnew addition2026-03-312026-04-23

SCHA SCHWAB STRATEGIC TR500 shares0.00%2026-03-312026-04-23

BAI BLACKROCK ETF TRUST441 shares0.00%2026-03-312026-04-23

GM GENERAL MTRS CO194 shares-42.43%2026-03-312026-04-23

DFSE DIMENSIONAL ETF TRUST339 shares0.00%2026-03-312026-04-23

CHKP CHECK POINT SOFTWARE TECH LT100 shares0.00%2026-03-312026-04-23

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TIZIANA LIFE SCIENCES LTD TIZIANA LIFE SCIENCES LTD12.0K shares0.00%2026-03-312026-04-23

CGDV CAPITAL GROUP DIVIDEND VALUE328 sharesnew addition2026-03-312026-04-23

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MCHP MICROCHIP TECHNOLOGY INC.203 shares-0.98%2026-03-312026-04-23

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MKC MCCORMICK & CO INC250 shares0.00%2026-03-312026-04-23

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AON PLC AON PLC38 sharesnew addition2026-03-312026-04-23

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XMMO INVESCO EXCHANGE TRADED FD T83 shares-17.82%2026-03-312026-04-23

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DG DOLLAR GEN CORP96 shares0.00%2026-03-312026-04-23

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF255 shares0.00%2026-03-312026-04-23

HQY HEALTHEQUITY INC135 sharesnew addition2026-03-312026-04-23

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UGI UGI CORP NEW294 shares0.00%2026-03-312026-04-23

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RAYD ADVISORS INNER CIRCLE FD III310 shares14.39%2026-03-312026-04-23

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TRP TC ENERGY CORP156 shares0.00%2026-03-312026-04-23

DCI DONALDSON INC112 shares0.00%2026-03-312026-04-23

CVRX CVRX INC1.0K shares0.00%2026-03-312026-04-23

RSG REPUBLIC SVCS INC43 sharesnew addition2026-03-312026-04-23

IVV

ISHARES TR

-33.65%

Shares241.8K

Event2026-03-31

Filed2026-04-23

SPDW

SPDR INDEX SHS FDS

11.05%

Shares2.5M

Event2026-03-31

Filed2026-04-23

SGOV

ISHARES TR

66772.30%

Shares847.3K

Event2026-03-31

Filed2026-04-23

AVDE

AMERICAN CENTY ETF TR

New

Shares708.2K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

-2.02%

Shares802.7K

Event2026-03-31

Filed2026-04-23

SPMD

SPDR SERIES TRUST

-3.83%

Shares851.3K

Event2026-03-31

Filed2026-04-23

VUG

VANGUARD INDEX FDS

3.90%

Shares97.7K

Event2026-03-31

Filed2026-04-23

SPEM

SPDR INDEX SHS FDS

-1.08%

Shares794.9K

Event2026-03-31

Filed2026-04-23

MOAT

VANECK ETF TRUST

-4.41%

Shares358.1K

Event2026-03-31

Filed2026-04-23

VEA

VANGUARD TAX-MANAGED FDS

10.42%

Shares521.9K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

-0.08%

Shares214.7K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

24.35%

Shares77.8K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

-3.68%

Shares231.6K

Event2026-03-31

Filed2026-04-23

VIG

VANGUARD SPECIALIZED FUNDS

-3.77%

Shares92.6K

Event2026-03-31

Filed2026-04-23

FNDF

SCHWAB STRATEGIC TR

-4.18%

Shares370.2K

Event2026-03-31

Filed2026-04-23

APG

API GROUP CORP

0.00%

Shares419.8K

Event2026-03-31

Filed2026-04-23

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.62%

Shares219.2K

Event2026-03-31

Filed2026-04-23

VWO

VANGUARD INTL EQUITY INDEX F

0.39%

Shares303.9K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

-2.75%

Shares322.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-0.78%

Shares50.0K

Event2026-03-31

Filed2026-04-23

IJR

ISHARES TR

-2.51%

Shares99.5K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

0.38%

Shares32.6K

Event2026-03-31

Filed2026-04-23

ISHARES GOLD TR

-8.38%

Shares130.7K

Event2026-03-31

Filed2026-04-23

SPYM

SPDR SERIES TRUST

68.13%

Shares139.8K

Event2026-03-31

Filed2026-04-23

INVESCO EXCHANGE TRADED FD T

-5.98%

Shares218.6K

Event2026-03-31

Filed2026-04-23

VIGI

VANGUARD WHITEHALL FDS

-2.94%

Shares96.1K

Event2026-03-31

Filed2026-04-23

MDYG

SPDR SERIES TRUST

-13.39%

Shares85.6K

Event2026-03-31

Filed2026-04-23

CF INDUSTRIES HOLD

-5.16%

Shares62.5K

Event2026-03-31

Filed2026-04-23

VANGUARD INDEX FDS

-3.98%

Shares29.6K

Event2026-03-31

Filed2026-04-23

MDYV

SPDR SERIES TRUST

-10.45%

Shares88.6K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-2.02%

Shares29.4K

Event2026-03-31

Filed2026-04-23

IVLU

ISHARES TR

-17.68%

Shares182.7K

Event2026-03-31

Filed2026-04-23

ESGD

ISHARES TR

6.15%

Shares74.6K

Event2026-03-31

Filed2026-04-23

IJK

ISHARES TR

-7.20%

Shares63.8K

Event2026-03-31

Filed2026-04-23

SCHD

SCHWAB STRATEGIC TR

-28.01%

Shares177.2K

Event2026-03-31

Filed2026-04-23

GLDM

WORLD GOLD TR

-21.17%

Shares57.7K

Event2026-03-31

Filed2026-04-23

AMAT

APPLIED MATLS INC

-4.39%

Shares13.7K

Event2026-03-31

Filed2026-04-23

GGG

GRACO INC

-0.63%

Shares54.1K

Event2026-03-31

Filed2026-04-23

AVEM

AMERICAN CENTY ETF TR

-4.48%

Shares56.5K

Event2026-03-31

Filed2026-04-23

VTEB

VANGUARD MUN BD FDS

-6.74%

Shares91.0K

Event2026-03-31

Filed2026-04-23

IJJ

ISHARES TR

-3.47%

Shares34.1K

Event2026-03-31

Filed2026-04-23

VOE

VANGUARD INDEX FDS

-6.62%

Shares23.0K

Event2026-03-31

Filed2026-04-23

XVV

ISHARES TR

-15.17%

Shares85.6K

Event2026-03-31

Filed2026-04-23

VEU

VANGUARD INTL EQUITY INDEX F

-0.96%

Shares54.9K

Event2026-03-31

Filed2026-04-23

CELC

CELCUITY INC

-2.72%

Shares35.8K

Event2026-03-31

Filed2026-04-23

XJH

ISHARES TR

-5.32%

Shares86.2K

Event2026-03-31

Filed2026-04-23

VCSH

VANGUARD SCOTTSDALE FDS

-2.44%

Shares49.0K

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

-27.47%

Shares66.1K

Event2026-03-31

Filed2026-04-23

EAGG

ISHARES TR

4.07%

Shares76.6K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-1.63%

Shares11.1K

Event2026-03-31

Filed2026-04-23

AGG

ISHARES TR

4776.73%

Shares32.5K

Event2026-03-31

Filed2026-04-23

VGT

VANGUARD WORLD FD

-0.30%

Shares4.6K

Event2026-03-31

Filed2026-04-23

BIL

SPDR SERIES TRUST

183.75%

Shares33.6K

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-1.39%

Shares68.7K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

1.18%

Shares10.4K

Event2026-03-31

Filed2026-04-23

DFEM

DIMENSIONAL ETF TRUST

-5.33%

Shares85.2K

Event2026-03-31

Filed2026-04-23

EFG

ISHARES TR

-7.05%

Shares25.9K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

0.59%

Shares9.4K

Event2026-03-31

Filed2026-04-23

DON

WISDOMTREE TR

-10.81%

Shares48.4K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

0.21%

Shares8.6K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-0.40%

Shares11.8K

Event2026-03-31

Filed2026-04-23

MEDTRONIC PLC

-2.01%

Shares27.7K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-1.45%

Shares3.7K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

3.39%

Shares12.6K

Event2026-03-31

Filed2026-04-23

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-15.81%

Shares8.4K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

-1.95%

Shares9.0K

Event2026-03-31

Filed2026-04-23

ESGE

ISHARES INC

-1.71%

Shares43.1K

Event2026-03-31

Filed2026-04-23

JHMM

JOHN HANCOCK EXCHANGE TRADED

-2.52%

Shares28.4K

Event2026-03-31

Filed2026-04-23

IDV

ISHARES TR

-12.23%

Shares42.8K

Event2026-03-31

Filed2026-04-23

DES

WISDOMTREE TR

-3.94%

Shares50.7K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

-7.59%

Shares8.8K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

-5.63%

Shares4.7K

Event2026-03-31

Filed2026-04-23

DIS

DISNEY WALT CO

-1.04%

Shares14.6K

Event2026-03-31

Filed2026-04-23

SCHW

SCHWAB CHARLES CORP

-0.58%

Shares14.6K

Event2026-03-31

Filed2026-04-23

SUSC

ISHARES TR

5.26%

Shares57.9K

Event2026-03-31

Filed2026-04-23

GDX

VANECK ETF TRUST

-2.41%

Shares14.5K

Event2026-03-31

Filed2026-04-23

BNDX

VANGUARD CHARLOTTE FDS

1.19%

Shares27.4K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

10.75%

Shares14.6K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

-1.41%

Shares12.7K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-0.25%

Shares10.1K

Event2026-03-31

Filed2026-04-23

VSGX

VANGUARD WORLD FD

-2.54%

Shares18.0K

Event2026-03-31

Filed2026-04-23

SLYG

SPDR SERIES TRUST

-10.27%

Shares13.3K

Event2026-03-31

Filed2026-04-23

TRV

TRAVELERS COMPANIES INC

-2.79%

Shares4.4K

Event2026-03-31

Filed2026-04-23

AVUV

AMERICAN CENTY ETF TR

0.17%

Shares11.6K

Event2026-03-31

Filed2026-04-23

UNH

UNITEDHEALTH GROUP INC

-3.78%

Shares4.4K

Event2026-03-31

Filed2026-04-23

XJR

ISHARES TR

-2.60%

Shares26.9K

Event2026-03-31

Filed2026-04-23