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The Analysis of JOURNEY STRATEGIC WEALTH LLC's Holdings & P&L

Currently, JOURNEY STRATEGIC WEALTH LLC holds 821 types of securities in its portfolio with a total value $4.0B. In the most recent quarter, they have increased their positions in N/A (+27.1K shares, valued at $16.2M), AVDE (+96.3K shares, valued at $8.2M), NVDA (+28.7K shares, valued at $5.0M); decreased their positions in JNJ (-54.1K shares, valued at $13.2M), TBIL (-233.8K shares, valued at $11.7M), SPY (-17.6K shares, valued at $11.4M); initiated new positions in MUNY (+31.0K shares, valued at $3.2M), EFIV (+27.7K shares, valued at $1.7M), ICHR (+16.4K shares, valued at $765.4K).

1M P&L

+152.5M+3.90%

3M P&L

+77.8M+1.95%

HY P&L

+383.6M+10.42%

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

1Drug Manufacturers - General1.7B

44.9%

2N/A1.4B

35.0%

3Consumer Electronics223.2M

5.8%

Top Industries by Stock Count

1N/A190 stocks

24.5%

2Banks - Regional26 stocks

3.4%

3Software - Application25 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JNJ JOHNSON & JOHNSON7.0M shares-0.77%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T714.2K shares-2.40%2026-03-312026-04-15

IVV ISHARES TR533.9K shares-1.91%2026-03-312026-04-15

AAPL APPLE INC878.2K shares1.33%2026-03-312026-04-15

TBIL RBB FD INC832.6K shares-21.93%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS66.1K shares69.43%2026-03-312026-04-15

MSFT MICROSOFT CORP106.5K shares-2.62%2026-03-312026-04-15

NVDA NVIDIA CORPORATION224.2K shares14.68%2026-03-312026-04-15

Sponsored

PEP PEPSICO INC219.3K shares-0.27%2026-03-312026-04-15

SPYV SPDR SERIES TRUST563.1K shares8.19%2026-03-312026-04-15

AVDE AMERICAN CENTY ETF TR349.9K shares37.97%2026-03-312026-04-15

SERIES PORTFOLIOS TR SERIES PORTFOLIOS TR901.7K shares8.65%2026-03-312026-04-15

IJH ISHARES TR383.2K shares-0.75%2026-03-312026-04-15

TLT ISHARES TR280.6K shares0.67%2026-03-312026-04-15

BROADCOM INC BROADCOM INC78.3K shares1.71%2026-03-312026-04-15

AMZN AMAZON COM INC101.9K shares10.99%2026-03-312026-04-15

Sponsored

QUAL ISHARES TR106.9K shares2.83%2026-03-312026-04-15

IJR ISHARES TR163.3K shares-0.31%2026-03-312026-04-15

IGPT INVESCO EXCHANGE TRADED FD T347.2K shares-5.53%2026-03-312026-04-15

MTUM ISHARES TR82.0K shares1.67%2026-03-312026-04-15

ALPHABET INC ALPHABET INC64.3K shares6.54%2026-03-312026-04-15

GTO INVESCO ACTIVELY MANAGED EXC380.8K shares5.00%2026-03-312026-04-15

GLDM WORLD GOLD TR187.9K shares-11.12%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II72.7K shares0.21%2026-03-312026-04-15

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD283.4K shares1.15%2026-03-312026-04-15

META META PLATFORMS INC26.8K shares24.37%2026-03-312026-04-15

IWB ISHARES TR41.5K shares2.22%2026-03-312026-04-15

ALPHABET INC ALPHABET INC46.7K shares5.93%2026-03-312026-04-15

JHMB JOHN HANCOCK EXCHANGE TRADED524.7K shares1.64%2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR102.1K shares-0.66%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO37.5K shares6.20%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL21.4K shares21.10%2026-03-312026-04-15

Sponsored

TSLA TESLA INC25.9K shares10.55%2026-03-312026-04-15

JPIE J P MORGAN EXCHANGE TRADED F195.1K shares1.47%2026-03-312026-04-15

IWY ISHARES TR30.6K shares-2.16%2026-03-312026-04-15

XOM EXXON MOBIL CORP44.6K shares9.51%2026-03-312026-04-15

FMB FIRST TR EXCH TRADED FD III146.1K shares3.57%2026-03-312026-04-15

LLY ELI LILLY & CO7.5K shares16.68%2026-03-312026-04-15

AINP ALLSPRING EXCHANGE TRADED FU273.8K shares2.46%2026-03-312026-04-15

HD HOME DEPOT INC20.6K shares7.86%2026-03-312026-04-15

Sponsored

MDGL MADRIGAL PHARMACEUTICALS INC12.8K shares0.00%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION6.7K shares29.64%2026-03-312026-04-15

SPTL SPDR SERIES TRUST254.6K shares4.06%2026-03-312026-04-15

CVX CHEVRON CORPORATION29.6K shares6.14%2026-03-312026-04-15

WMT WALMART INC46.4K shares4.37%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO18.4K shares1.82%2026-03-312026-04-15

ABBV ABBVIE INC24.9K shares8.01%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR9.1K shares7.24%2026-03-312026-04-15

Sponsored

MU MICRON TECHNOLOGY INC14.5K shares28.03%2026-03-312026-04-15

V VISA INC16.0K shares-8.58%2026-03-312026-04-15

MMIT NEW YORK LIFE INVTS ACTIVE E192.9K shares39.10%2026-03-312026-04-15

IQDG WISDOMTREE TR115.7K shares-1.60%2026-03-312026-04-15

PG PROCTER & GAMBLE CO31.2K shares23.13%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC26.8K shares16.06%2026-03-312026-04-15

MCD MCDONALDS CORP14.2K shares22.49%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS18.1K shares-5.55%2026-03-312026-04-15

Sponsored

MA MASTERCARD INCORPORATED8.7K shares36.92%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST74.4K shares7.26%2026-03-312026-04-15

TAFI AB ACTIVE ETFS INC169.6K shares1.21%2026-03-312026-04-15

USMV ISHARES TR44.0K shares1.03%2026-03-312026-04-15

NFLX NETFLIX INC.42.2K shares61.40%2026-03-312026-04-15

EFG ISHARES TR36.1K shares-0.11%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC32.1K shares4.29%2026-03-312026-04-15

AMAT APPLIED MATLS INC11.0K shares3.08%2026-03-312026-04-15

Sponsored

CAT CATERPILLAR INC5.2K shares4.57%2026-03-312026-04-15

VTI VANGUARD INDEX FDS11.3K shares-6.47%2026-03-312026-04-15

IEMG ISHARES INC50.9K shares8.46%2026-03-312026-04-15

LITE LUMENTUM HLDGS INC4.8K shares0.29%2026-03-312026-04-15

KLAC KLA CORP2.2K shares2.74%2026-03-312026-04-15

MUNY VANGUARD NY TAX FREE FDS31.0K sharesnew addition2026-03-312026-04-15

RTX RTX CORPORATION16.2K shares11.83%2026-03-312026-04-15

CSCO CISCO SYS INC40.1K shares4.62%2026-03-312026-04-15

Sponsored

BAC BANK AMERICA CORP63.4K shares23.28%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC14.5K shares5.46%2026-03-312026-04-15

QQMG INVESCO EXCH TRADED FD TR II72.1K shares5.99%2026-03-312026-04-15

ESGU ISHARES TR19.4K shares-2.08%2026-03-312026-04-15

ORCL ORACLE CORP18.5K shares9.27%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE9.5K shares17.04%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC18.3K shares9.24%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC3.1K shares12.78%2026-03-312026-04-15

Sponsored

LINDE PLC LINDE PLC5.4K shares85.37%2026-03-312026-04-15

XSOE WISDOMTREE TR65.9K shares-1.31%2026-03-312026-04-15

COHERENT CORP COHERENT CORP10.9K shares3.35%2026-03-312026-04-15

IXP ISHARES TR22.0K shares-2.46%2026-03-312026-04-15

BOXX EA SERIES TRUST21.7K shares53.81%2026-03-312026-04-15

CMF ISHARES TR44.2K shares5.71%2026-03-312026-04-15

GDXJ VANECK ETF TRUST20.9K shares-18.25%2026-03-312026-04-15

TJX TJX COS INC NEW15.5K shares19.27%2026-03-312026-04-15

Sponsored

WFC WELLS FARGO & CO31.1K shares23.64%2026-03-312026-04-15

IWF ISHARES TR5.7K shares-1.36%2026-03-312026-04-15

MPC MARATHON PETE CORP9.9K shares2.97%2026-03-312026-04-15

MUB ISHARES TR22.6K shares-2.89%2026-03-312026-04-15

GEV GE VERNOVA INC2.7K shares-2.44%2026-03-312026-04-15

EEMV ISHARES INC36.6K shares-1.06%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC47.1K shares14.61%2026-03-312026-04-15

SPYM SPDR SERIES TRUST30.0K shares10.53%2026-03-312026-04-15

Sponsored

QEFA SPDR INDEX SHS FDS24.4K shares-1.57%2026-03-312026-04-15

NEE NEXTERA ENERGY INC23.4K shares11.17%2026-03-312026-04-15

KO COCA COLA CO28.4K shares20.19%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS33.7K shares-3.86%2026-03-312026-04-15

AMGN AMGEN INC5.9K shares14.37%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST62.3K shares12.94%2026-03-312026-04-15

XLU SELECT SECTOR SPDR TR44.6K shares-2.57%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F37.1K shares4.58%2026-03-312026-04-15

Sponsored

UNP UNION PAC CORP7.9K shares3.15%2026-03-312026-04-15

CITIGROUP INC CITIGROUP INC16.8K shares28.41%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC5.6K shares-5.51%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP8.9K shares8.39%2026-03-312026-04-15

XLE SELECT SECTOR SPDR TR30.6K shares-21.75%2026-03-312026-04-15

TMO THERMO FISHER SCIENTIFIC INC3.8K shares11.41%2026-03-312026-04-15

JSTC TIDAL TRUST I95.6K shares7.75%2026-03-312026-04-15

JHML JOHN HANCOCK EXCHANGE TRADED23.4K shares-6.17%2026-03-312026-04-15

Sponsored

CRM SALESFORCE INC9.5K shares61.31%2026-03-312026-04-15

SUB ISHARES TR16.6K shares-2.07%2026-03-312026-04-15

EFIV SPDR SERIES TRUST27.7K sharesnew addition2026-03-312026-04-15

DE DEERE & CO3.1K shares26.76%2026-03-312026-04-15

DIS DISNEY WALT CO18.0K shares-23.50%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC10.8K shares23.71%2026-03-312026-04-15

GLD SPDR GOLD TR4.0K shares-0.25%2026-03-312026-04-15

INTC INTEL CORP38.7K shares7.16%2026-03-312026-04-15

Sponsored

CVLC MORGAN STANLEY ETF TRUST21.2K shares379.71%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS33.7K shares52.06%2026-03-312026-04-15

SNDK SANDISK CORP2.6K shares-5.70%2026-03-312026-04-15

IYW ISHARES TR9.2K shares10.80%2026-03-312026-04-15

GILD GILEAD SCIENCES INC11.8K shares15.88%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.6K shares-1.85%2026-03-312026-04-15

BF.B BROWN FORMAN CORP61.8K shares1.19%2026-03-312026-04-15

PFE PFIZER INC57.6K shares11.43%2026-03-312026-04-15

Sponsored

IEFA ISHARES TR17.8K shares-0.45%2026-03-312026-04-15

MKSI MKS INC.6.6K shares2.93%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW11.6K shares16.01%2026-03-312026-04-15

FDX FEDEX CORP4.3K shares21.22%2026-03-312026-04-15

T AT&T INC51.9K shares16.82%2026-03-312026-04-15

WDC WESTERN DIGITAL CORP5.5K shares11.57%2026-03-312026-04-15

HON HONEYWELL INTL INC6.5K shares48.91%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC5.5K shares-21.40%2026-03-312026-04-15

Sponsored

CB CHUBB LTD SWITZ4.5K shares19.78%2026-03-312026-04-15

DHR DANAHER CORP DEL7.7K shares24.28%2026-03-312026-04-15

ADBE ADOBE INC6.0K shares92.98%2026-03-312026-04-15

EMTL SSGA ACTIVE TR33.2K shares-83.11%2026-03-312026-04-15

NULV NUSHARES ETF TR30.4K shares3.09%2026-03-312026-04-15

MS MORGAN STANLEY8.4K shares1.20%2026-03-312026-04-15

BA BOEING CO6.8K shares16.68%2026-03-312026-04-15

COP CONOCOPHILLIPS10.2K shares41.90%2026-03-312026-04-15

Sponsored

FIX COMFORT SYS USA INC969 shares9.74%2026-03-312026-04-15

PAYX PAYCHEX INC14.4K shares27.10%2026-03-312026-04-15

LOW LOWES COS INC5.6K shares1.24%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC1.4K shares33.37%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS27.6K shares3.10%2026-03-312026-04-15

CME CME GROUP INC4.4K shares15.61%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP2.2K shares30.55%2026-03-312026-04-15

JPME J P MORGAN EXCHANGE TRADED F11.4K shares1.01%2026-03-312026-04-15

Sponsored

IVE ISHARES TR6.1K shares-6.12%2026-03-312026-04-15

PGR PROGRESSIVE CORP6.4K shares32.57%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO20.8K shares70.68%2026-03-312026-04-15

SPGI S&P GLOBAL INC2.9K shares36.46%2026-03-312026-04-15

DLY DOUBLELINE YIELD OPPORTUNITI89.1K shares-33.03%2026-03-312026-04-15

VLUE ISHARES TR8.7K shares-4.80%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS1.6K shares20.28%2026-03-312026-04-15

INTU INTUIT2.8K shares61.77%2026-03-312026-04-15

Sponsored

BMO BANK MONTREAL MEDIUM8.5K shares-0.95%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP12.2K shares17.23%2026-03-312026-04-15

MCK MCKESSON CORP1.3K shares25.40%2026-03-312026-04-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.7K shares-5.76%2026-03-312026-04-15

MMC MARSH & MCLENNAN COS INC6.4K shares35.84%2026-03-312026-04-15

ITOT ISHARES TR7.7K shares-0.46%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC12.7K shares25.63%2026-03-312026-04-15

XLV SELECT SECTOR SPDR TR7.5K shares-9.76%2026-03-312026-04-15

Sponsored

NOW SERVICENOW INC10.4K shares44.04%2026-03-312026-04-15

WM WASTE MGMT INC DEL4.7K shares1.85%2026-03-312026-04-15

AMSC AMERICAN SUPERCONDUCTOR CORP31.1K shares17.88%2026-03-312026-04-15

MOAT VANECK ETF TRUST10.8K shares-12.24%2026-03-312026-04-15

EATON CORP PLC EATON CORP PLC2.9K shares33.27%2026-03-312026-04-15

ARISTA NETWORKS INC ARISTA NETWORKS INC8.5K shares12.52%2026-03-312026-04-15

AVSE AMERICAN CENTY ETF TR15.6K shares-1.47%2026-03-312026-04-15

VLO VALERO ENERGY CORP4.2K shares5.20%2026-03-312026-04-15

Sponsored

ISRG INTUITIVE SURGICAL INC2.2K shares-16.88%2026-03-312026-04-15

NOC NORTHROP GRUMMAN CORP1.5K shares8.55%2026-03-312026-04-15

SLB SLB LIMITED20.0K shares36.96%2026-03-312026-04-15

BF.A BROWN FORMAN CORP38.3K shares-0.20%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN5.0K shares64.64%2026-03-312026-04-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.0K shares7.60%2026-03-312026-04-15

SPYG SPDR SERIES TRUST10.4K shares-3.12%2026-03-312026-04-15

NVR NVR INC151 shares-10.65%2026-03-312026-04-15

Sponsored

ED CONSOLIDATED EDISON INC8.8K shares22.13%2026-03-312026-04-15

GM GENERAL MTRS CO13.3K shares7.34%2026-03-312026-04-15

PFF ISHARES TR32.5K shares0.00%2026-03-312026-04-15

SYK STRYKER CORPORATION3.0K shares281.96%2026-03-312026-04-15

PLD PROLOGIS INC.7.4K shares16.51%2026-03-312026-04-15

SBUX STARBUCKS CORP10.8K shares29.78%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC2.1K shares48.72%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR30.9K shares-8.35%2026-03-312026-04-15

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.7K shares6.61%2026-03-312026-04-15

FFEB FIRST TR EXCHNG TRADED FD VI16.8K shares0.00%2026-03-312026-04-15

DNOV FIRST TR EXCHNG TRADED FD VI19.5K shares0.00%2026-03-312026-04-15

CMCSA COMCAST CORP NEW32.3K shares54.80%2026-03-312026-04-15

VGT VANGUARD WORLD FD1.3K shares30.55%2026-03-312026-04-15

AVSU AMERICAN CENTY ETF TR12.5K shares-5.88%2026-03-312026-04-15

VV VANGUARD INDEX FDS3.1K shares0.82%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP5.0K shares15.49%2026-03-312026-04-15

Sponsored

CL COLGATE PALMOLIVE CO10.7K shares18.34%2026-03-312026-04-15

PDI PIMCO DYNAMIC INCOME FD53.3K shares16.31%2026-03-312026-04-15

ABT ABBOTT LABORATORIES8.9K shares-17.46%2026-03-312026-04-15

PHYS SPROTT ASSET MANAGEMENT LP25.4K shares0.00%2026-03-312026-04-15

PCAR PACCAR INC7.8K shares24.11%2026-03-312026-04-15

IWD ISHARES TR4.2K shares-7.72%2026-03-312026-04-15

EQIX EQUINIX INC904 shares52.19%2026-03-312026-04-15

BSX BOSTON SCIENTIFIC CORP14.1K shares90.73%2026-03-312026-04-15

Sponsored

JCI JOHNSON CONTROLS INTERNATION6.7K shares25.11%2026-03-312026-04-15

CENCORA INC CENCORA INC2.8K shares19.49%2026-03-312026-04-15

CIEN CIENA CORP2.2K shares15.62%2026-03-312026-04-15

CORPAY INC CORPAY INC3.0K shares9.58%2026-03-312026-04-15

WELL WELLTOWER INC4.3K shares42.90%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR6.5K shares-6.06%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC6.5K shares10.12%2026-03-312026-04-15

CG CARLYLE GROUP INC17.5K shares-2.40%2026-03-312026-04-15

Sponsored

NEM NEWMONT CORP7.8K shares22.43%2026-03-312026-04-15

GEHC GE HEALTHCARE TECHNOLOGIES I11.7K shares15.48%2026-03-312026-04-15

EFV ISHARES TR11.2K shares-6.26%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC11.5K shares31.06%2026-03-312026-04-15

COWZ PACER FDS TR13.1K shares-4.75%2026-03-312026-04-15

CRWV COREWEAVE INC10.6K shares22.06%2026-03-312026-04-15

THE CIGNA GROUP THE CIGNA GROUP3.1K shares201.78%2026-03-312026-04-15

QCOM QUALCOMM INC6.3K shares-21.31%2026-03-312026-04-15

Sponsored

RAAX VANECK ETF TRUST20.0K shares-4.66%2026-03-312026-04-15

TXN TEXAS INSTRS INC4.2K shares54.79%2026-03-312026-04-15

AVSD AMERICAN CENTY ETF TR11.0K shares-2.83%2026-03-312026-04-15

ICE INTERCONTINENTAL EXCHANGE IN5.1K shares137.93%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC13.7K shares18.29%2026-03-312026-04-15

SHEL SHELL PLC8.6K shares5.32%2026-03-312026-04-15

SNA SNAP ON INC2.2K shares5.45%2026-03-312026-04-15

FTNT FORTINET INC9.8K shares83.19%2026-03-312026-04-15

Sponsored

MEC MAYVILLE ENGR CO INC44.2K shares51.47%2026-03-312026-04-15

GTLS CHART INDS INC3.8K shares2.91%2026-03-312026-04-15

WMB WILLIAMS COS INC10.8K shares59.90%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC8.0K shares37.91%2026-03-312026-04-15

PBR PETROLEO BRASILEIRO S A37.4K shares-56.64%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC2.7K shares34.36%2026-03-312026-04-15

ADSK AUTODESK INC3.2K shares84.14%2026-03-312026-04-15

SITM SITIME CORP2.2K shares6.54%2026-03-312026-04-15

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MMM 3M CO5.3K shares-4.35%2026-03-312026-04-15

ELV ELEVANCE HEALTH INC FORMERLY2.6K shares0.15%2026-03-312026-04-15

PSLV SPROTT ASSET MANAGEMENT LP31.4K shares0.00%2026-03-312026-04-15

ICHR ICHOR HOLDINGS16.4K sharesnew addition2026-03-312026-04-15

PRU PRUDENTIAL FINL INC7.7K shares-20.12%2026-03-312026-04-15

KMI KINDER MORGAN INC DEL22.5K shares29.25%2026-03-312026-04-15

FIS FIDELITY NATL INFORMATION SV16.0K shares10.97%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS10.2K shares0.00%2026-03-312026-04-15

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PAXS PIMCO ACCESS INCOME FUND51.7K shares-21.25%2026-03-312026-04-15

ADI ANALOG DEVICES INC2.3K shares22.61%2026-03-312026-04-15

ZYMEWORKS INC ZYMEWORKS INC29.1K shares0.00%2026-03-312026-04-15

ATI ATI INC5.0K shares4.12%2026-03-312026-04-15

ORLY OREILLY AUTOMOTIVE INC7.9K shares10.71%2026-03-312026-04-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.3K shares-1.42%2026-03-312026-04-15

IDA IDACORP INC5.1K shares9.53%2026-03-312026-04-15

MO ALTRIA GROUP INC11.0K shares-21.72%2026-03-312026-04-15

Sponsored

F FORD MTR CO62.7K shares-0.93%2026-03-312026-04-15

EBAY EBAY INC.7.9K shares12.16%2026-03-312026-04-15

ADC AGREE RLTY CORP9.5K shares31.03%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC12.4K shares46.34%2026-03-312026-04-15

IVW ISHARES TR6.3K shares0.38%2026-03-312026-04-15

CVS CVS HEALTH CORP9.8K shares47.94%2026-03-312026-04-15

TMUS T-MOBILE US INC3.4K shares134.08%2026-03-312026-04-15

FNF FIDELITY NATL FINL INC15.1K shares-5.13%2026-03-312026-04-15

Sponsored

SO SOUTHERN CO7.3K shares30.55%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC2.7K shares71.83%2026-03-312026-04-15

PWR QUANTA SVCS INC1.3K shares10.44%2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC3.5K sharesnew addition2026-03-312026-04-15

SUSB ISHARES TR27.4K shares9.10%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP763 shares21.69%2026-03-312026-04-15

CDNS CADENCE DESIGN SYSTEM INC2.4K shares37.73%2026-03-312026-04-15

HCA HCA HEALTHCARE INC1.4K shares10.79%2026-03-312026-04-15

Sponsored

IWV ISHARES TR1.8K shares-38.86%2026-03-312026-04-15

USB US BANCORP12.8K shares36.06%2026-03-312026-04-15

FAST FASTENAL CO14.2K shares7.30%2026-03-312026-04-15

URI UNITED RENTALS INC903 shares3.91%2026-03-312026-04-15

MAR MARRIOTT INTL INC NEW2.0K shares12.09%2026-03-312026-04-15

EVR EVERCORE INC2.2K shares8.15%2026-03-312026-04-15

BUFR FIRST TR EXCHNG TRADED FD VI19.2K shares3.57%2026-03-312026-04-15

IYE ISHARES TR10.0K shares-18.39%2026-03-312026-04-15

Sponsored

CEG CONSTELLATION ENERGY CORP2.3K shares57.97%2026-03-312026-04-15

POWL POWELL INDS INC1.2K shares2.95%2026-03-312026-04-15

PSX PHILLIPS 663.5K shares26.96%2026-03-312026-04-15

FICO FAIR ISAAC CORP598 shares0.84%2026-03-312026-04-15

GRID FIRST TR EXCHANGE-TRADED FD3.8K shares-12.25%2026-03-312026-04-15

RSG REPUBLIC SVCS INC2.9K shares45.91%2026-03-312026-04-15

BDX BECTON DICKINSON & CO4.0K shares29.77%2026-03-312026-04-15

DELL DELL TECHNOLOGIES INC3.7K shares-8.80%2026-03-312026-04-15

Sponsored

AMP AMERIPRISE FINL INC1.4K shares11.41%2026-03-312026-04-15

APH AMPHENOL CORP4.8K shares11.96%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC5.3K shares2.09%2026-03-312026-04-15

RUN SUNRUN INC45.0K shares-7.08%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL1.0K shares-6.04%2026-03-312026-04-15

TER TERADYNE INC2.0K shares17.10%2026-03-312026-04-15

TGT TARGET CORP5.0K shares16.18%2026-03-312026-04-15

SYY SYSCO CORP8.4K shares9.17%2026-03-312026-04-15

Sponsored

NYT NEW YORK TIMES CO MTN BE7.1K shares22.29%2026-03-312026-04-15

BTI BRITISH AMERN TOB PLC10.2K shares8.42%2026-03-312026-04-15

SPG SIMON PPTY GROUP INC NEW3.2K shares16.42%2026-03-312026-04-15

EOG EOG RES INC4.1K shares58.52%2026-03-312026-04-15

ECL ECOLAB INC2.2K shares11.39%2026-03-312026-04-15

ABNB AIRBNB INC4.6K shares64.62%2026-03-312026-04-15

ASML ASML HLDG NV441 shares9.70%2026-03-312026-04-15

MNST MONSTER BEVERAGE CORP NEW8.0K shares2.26%2026-03-312026-04-15

Sponsored

CSX CSX CORP14.0K shares50.83%2026-03-312026-04-15

FE FIRSTENERGY CORP11.3K shares11.41%2026-03-312026-04-15

NVT NVENT ELEC PLC4.8K shares6.89%2026-03-312026-04-15

AVT AVNET INC9.2K shares2.83%2026-03-312026-04-15

KOF COCA-COLA FEMSA SAB DE CV5.8K shares-3.43%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO1.8K shares-3.27%2026-03-312026-04-15

XYL XYLEM INC4.7K shares-8.43%2026-03-312026-04-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II7.7K shares-12.21%2026-03-312026-04-15

Sponsored

AFL AFLAC INC5.1K shares5.72%2026-03-312026-04-15

EXC EXELON CORP11.5K shares17.93%2026-03-312026-04-15

OXY OCCIDENTAL PETE CORP8.6K shares53.71%2026-03-312026-04-15

NVS NOVARTIS AG3.7K shares5.71%2026-03-312026-04-15

PWZ INVESCO EXCH TRADED FD TR II23.4K shares1.76%2026-03-312026-04-15

DFEB FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2026-03-312026-04-15

HTAB HARTFORD FDS EXCHANGE TRADED29.2K shares0.10%2026-03-312026-04-15

AON PLC AON PLC1.7K shares48.57%2026-03-312026-04-15

Sponsored

MCO MOODYS CORP1.3K shares46.03%2026-03-312026-04-15

FN FABRINET1.1K shares6.98%2026-03-312026-04-15

LII LENNOX INTL INC1.2K shares13.64%2026-03-312026-04-15

BKR BAKER HUGHES COMPANY9.0K shares9.20%2026-03-312026-04-15

WES WESTERN MIDSTREAM PARTNERS L13.3K shares0.00%2026-03-312026-04-15

AME AMETEK INC2.5K shares35.22%2026-03-312026-04-15

EA ELECTRONIC ARTS INC2.7K shares1.22%2026-03-312026-04-15

ROST ROSS STORES INC2.5K shares44.41%2026-03-312026-04-15

Sponsored

VTR VENTAS INC6.6K shares20.78%2026-03-312026-04-15

CTVA CORTEVA INC6.4K shares8.58%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC1.3K shares13.10%2026-03-312026-04-15

DGRW WISDOMTREE TR6.0K shares-2.08%2026-03-312026-04-15

TFC TRUIST FINL CORP11.5K shares33.54%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP4.4K shares59.18%2026-03-312026-04-15

PCG PG&E CORP29.9K shares28.88%2026-03-312026-04-15

EIX EDISON INTL7.1K shares27.93%2026-03-312026-04-15

Sponsored

GLW CORNING INC3.8K shares22.19%2026-03-312026-04-15

HR HEALTHCARE RLTY TR30.3K shares6.99%2026-03-312026-04-15

IBKR INTERACTIVE BROKERS GROUP IN7.7K shares6.53%2026-03-312026-04-15

CNC CENTENE CORP DEL15.7K shares10.41%2026-03-312026-04-15

OKE ONEOK INC NEW5.6K shares37.77%2026-03-312026-04-15

EW EDWARDS LIFESCIENCES CORP6.3K shares-0.27%2026-03-312026-04-15

BIL SPDR SERIES TRUST5.5K shares-12.48%2026-03-312026-04-15

BKNG BOOKING HOLDINGS INC118 shares-35.16%2026-03-312026-04-15

Sponsored

HLT HILTON WORLDWIDE HLDGS INC1.6K shares17.14%2026-03-312026-04-15

VICI VICI PPTYS INC18.1K sharesnew addition2026-03-312026-04-15

JQUA J P MORGAN EXCHANGE TRADED F8.0K shares-7.27%2026-03-312026-04-15

ROP ROPER TECHNOLOGIES INC1.4K shares15.83%2026-03-312026-04-15

EME EMCOR GROUP INC662 shares23.05%2026-03-312026-04-15

RCL ROYAL CARIBBEAN GROUP1.8K shares12.98%2026-03-312026-04-15

KEYS KEYSIGHT TECHNOLOGIES INC1.7K shares6.75%2026-03-312026-04-15

GUG GUGGENHEIM ACTIVE ALLOC FD31.9K shares14.32%2026-03-312026-04-15

Sponsored

ETR ENTERGY CORP NEW4.3K shares2.20%2026-03-312026-04-15

WBS WEBSTER FINL CORP7.0K shares2.71%2026-03-312026-04-15

EDF VIRTUS STONE HBR EMRG MKTS I101.0K shares16.09%2026-03-312026-04-15

MSCI MSCI INC892 shares44.34%2026-03-312026-04-15

SLV ISHARES SILVER TR7.0K shares-76.03%2026-03-312026-04-15

AVEM AMERICAN CENTY ETF TR5.9K sharesnew addition2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC2.3K shares32.97%2026-03-312026-04-15

FORM FORMFACTOR INC4.9K shares16.45%2026-03-312026-04-15

Sponsored

O REALTY INCOME CORP7.7K shares29.10%2026-03-312026-04-15

CASY CASEYS GEN STORES INC646 shares11.96%2026-03-312026-04-15

DVY ISHARES TR3.1K shares-7.95%2026-03-312026-04-15

RNR RENAISSANCERE HLDGS LTD1.6K shares13.35%2026-03-312026-04-15

CMI CUMMINS INC871 shares27.90%2026-03-312026-04-15

USFD US FOODS HLDG CORP5.1K shares15.07%2026-03-312026-04-15

DRI DARDEN RESTAURANTS INC2.4K shares4.56%2026-03-312026-04-15

MANH MANHATTAN ASSOCIATES INC3.5K shares48.91%2026-03-312026-04-15

Sponsored

MKTX MARKETAXESS HLDGS INC2.8K shares82.91%2026-03-312026-04-15

YUM YUM BRANDS INC3.0K shares11.51%2026-03-312026-04-15

CRS CARPENTER TECHNOLOGY CORP1.2K shares52.86%2026-03-312026-04-15

LSCC LATTICE SEMICONDUCTOR CORP5.0K shares4.32%2026-03-312026-04-15

HII HUNTINGTON INGALLS INDS INC1.2K shares3.73%2026-03-312026-04-15

EMB ISHARES TR4.8K shares-53.97%2026-03-312026-04-15

HBAN HUNTINGTON BANCSHARES INC29.0K shares88.63%2026-03-312026-04-15

SHYG ISHARES TR10.7K shares-63.39%2026-03-312026-04-15

Sponsored

AEIS ADVANCED ENERGY INDS1.4K shares19.90%2026-03-312026-04-15

FALN ISHARES TR16.8K shares0.00%2026-03-312026-04-15

ALL ALLSTATE CORP2.2K sharesnew addition2026-03-312026-04-15

STRL STERLING INFRASTRUCTURE INC1.1K shares3.11%2026-03-312026-04-15

CTAS CINTAS CORP2.6K sharesnew addition2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC1.1K shares-43.50%2026-03-312026-04-15

DG DOLLAR GEN CORP3.7K shares13.16%2026-03-312026-04-15

SMTC SEMTECH CORP5.7K shares13.26%2026-03-312026-04-15

Sponsored

SF STIFEL FINL CORP5.9K shares79.09%2026-03-312026-04-15

DECK DECKERS OUTDOOR CORP4.4K shares2.83%2026-03-312026-04-15

CBOE CBOE GLOBAL MKTS INC1.5K shares5.53%2026-03-312026-04-15

ATO ATMOS ENERGY CORP2.3K shares16.11%2026-03-312026-04-15

D DOMINION ENERGY INC7.0K shares2.93%2026-03-312026-04-15

VB VANGUARD INDEX FDS1.6K shares-4.41%2026-03-312026-04-15

OWL BLUE OWL CAPITAL INC47.2K shares337.50%2026-03-312026-04-15

CCNE CNB FINL CORP PA14.9K sharesnew addition2026-03-312026-04-15

Sponsored

DY DYCOM INDS INC1.3K shares1.36%2026-03-312026-04-15

ENSG ENSIGN GROUP INC2.1K shares1.48%2026-03-312026-04-15

NTRA NATERA INC2.1K shares-1.48%2026-03-312026-04-15

EMR EMERSON ELEC CO3.2K shares5.95%2026-03-312026-04-15

FJUL FIRST TR EXCHNG TRADED FD VI7.7K shares3.13%2026-03-312026-04-15

SATS ECHOSTAR CORP3.6K shares3.57%2026-03-312026-04-15

EQT CORP EQT CORP6.6K shares-0.20%2026-03-312026-04-15

MTZ MASTEC INC1.3K shares3.02%2026-03-312026-04-15

Sponsored

AA ALCOA CORP6.3K shares23.35%2026-03-312026-04-15

GWW WW GRAINGER INC381 shares69.33%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.4K shares-14.16%2026-03-312026-04-15

KDP KEURIG DR PEPPER INC15.7K shares48.16%2026-03-312026-04-15

CLX CLOROX CO DEL4.0K shares18.38%2026-03-312026-04-15

VGLT VANGUARD SCOTTSDALE FDS7.4K shares-15.59%2026-03-312026-04-15

CMS CMS ENERGY CORP5.3K shares1.26%2026-03-312026-04-15

AXON AXON ENTERPRISE INC963 shares8.81%2026-03-312026-04-15

Sponsored

HRB BLOCK H & R INC12.9K shares3.29%2026-03-312026-04-15

JXN JACKSON FINANCIAL INC3.9K shares29.04%2026-03-312026-04-15

SUN SUNOCO LP/SUNOCO FIN CORP6.3K shares-35.83%2026-03-312026-04-15

UAL UNITED AIRLS HLDGS INC4.4K shares6.03%2026-03-312026-04-15

DVN DEVON ENERGY CORP NEW8.1K shares-13.86%2026-03-312026-04-15

FNOV FIRST TR EXCHNG TRADED FD VI7.6K shares0.00%2026-03-312026-04-15

PDP INVESCO EXCHANGE TRADED FD T3.3K shares0.00%2026-03-312026-04-15

ODFL OLD DOMINION FREIGHT LINE IN2.1K shares8.08%2026-03-312026-04-15

Sponsored

HOLX HOLOGIC INC5.3K shares7.71%2026-03-312026-04-15

AR ANTERO RESOURCES CORP9.4K shares12.35%2026-03-312026-04-15

COKE COCA COLA CONS INC2.1K shares1.46%2026-03-312026-04-15

SNPS SYNOPSYS INC1.0K shares16.96%2026-03-312026-04-15

DOCU DOCUSIGN INC8.3K shares86.49%2026-03-312026-04-15

MEDP MEDPACE HLDGS INC823 shares-12.63%2026-03-312026-04-15

AOSL ALPHA & OMEGA SEMICONDUCTOR17.8K sharesnew addition2026-03-312026-04-15

CVMC MORGAN STANLEY ETF TRUST6.1K shares5.44%2026-03-312026-04-15

Sponsored

APA CORPORATION APA CORPORATION9.2K shares0.83%2026-03-312026-04-15

OMC OMNICOM GROUP INC5.2K shares-12.27%2026-03-312026-04-15

IUSB ISHARES TR8.4K shares-9.04%2026-03-312026-04-15

DCRE DOUBLELINE ETF TRUST7.5K shares-16.67%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP1.3K shares28.07%2026-03-312026-04-15

PECO PHILLIPS EDISON & CO INC10.3K shares-9.53%2026-03-312026-04-15

SPTM SPDR SERIES TRUST4.8K shares-0.37%2026-03-312026-04-15

SPXC SPX TECHNOLOGIES INC1.9K shares1.81%2026-03-312026-04-15

Sponsored

VST VISTRA CORP2.5K shares9.66%2026-03-312026-04-15

GVA GRANITE CONSTR INC3.2K shares2.39%2026-03-312026-04-15

VYMI VANGUARD WHITEHALL FDS4.0K shares-18.25%2026-03-312026-04-15

PPG PPG INDS INC3.5K shares2.22%2026-03-312026-04-15

CW CURTISS WRIGHT CORP555 shares21.44%2026-03-312026-04-15

NTNX NUTANIX INC9.9K sharesnew addition2026-03-312026-04-15

JBHT HUNT J B TRANS SVCS INC1.8K shares18.41%2026-03-312026-04-15

XPO XPO INC1.9K shares22.29%2026-03-312026-04-15

Sponsored

XEL XCEL ENERGY INC4.7K shares47.12%2026-03-312026-04-15

CNP CENTERPOINT ENERGY INC8.7K shares31.31%2026-03-312026-04-15

CARR CARRIER GLOBAL CORPORATION6.6K sharesnew addition2026-03-312026-04-15

CENX CENTURY ALUM CO6.3K shares1.15%2026-03-312026-04-15

MPWR MONOLITHIC PWR SYS INC340 shares14.48%2026-03-312026-04-15

PGX INVESCO EXCH TRADED FD TR II34.2K shares0.00%2026-03-312026-04-15

SONY SONY GROUP CORP17.9K shares25.15%2026-03-312026-04-15

DDOG DATADOG INC3.1K shares73.68%2026-03-312026-04-15

Sponsored

INDI INDIE SEMICONDUCTOR INC115.0K shares35.32%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F6.5K shares0.00%2026-03-312026-04-15

PCOR PROCORE TECHNOLOGIES INC6.4K shares16.34%2026-03-312026-04-15

TPR TAPESTRY INC2.6K shares4.86%2026-03-312026-04-15

FANG DIAMONDBACK ENERGY INC1.8K shares2.81%2026-03-312026-04-15

PYPL PAYPAL HLDGS INC8.0K shares27.37%2026-03-312026-04-15

BWA BORGWARNER INC6.7K sharesnew addition2026-03-312026-04-15

VRT VERTIV HOLDINGS CO1.4K shares-4.97%2026-03-312026-04-15

Sponsored

XLP SELECT SECTOR SPDR TR4.4K shares4.89%2026-03-312026-04-15

BUFQ FIRST TR EXCHNG TRADED FD VI10.1K shares-10.80%2026-03-312026-04-15

LYFT LYFT INC26.8K shares-3.03%2026-03-312026-04-15

WAB WABTEC1.4K shares36.30%2026-03-312026-04-15

LNG CHENIERE ENERGY INC1.3K shares-15.40%2026-03-312026-04-15

OHI OMEGA HEALTHCARE INVS INC8.1K shares-0.36%2026-03-312026-04-15

WWD WOODWARD INC992 shares11.71%2026-03-312026-04-15

FITB FIFTH THIRD BANCORP7.6K sharesnew addition2026-03-312026-04-15

Sponsored

WTFC WINTRUST FINL CORP2.6K shares2.12%2026-03-312026-04-15

WDAY WORKDAY INC2.7K sharesnew addition2026-03-312026-04-15

BKH BLACK HILLS CORP5.1K shares0.40%2026-03-312026-04-15

IGEB ISHARES TR7.8K shares-3.43%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F6.9K shares-13.34%2026-03-312026-04-15

RS RELIANCE INC1.2K shares14.47%2026-03-312026-04-15

DLB DOLBY LABORATORIES INC5.8K sharesnew addition2026-03-312026-04-15

BRO BROWN & BROWN INC5.4K shares21.00%2026-03-312026-04-15

Sponsored

POR PORTLAND GEN ELEC CO6.6K shares32.16%2026-03-312026-04-15

GL GLOBE LIFE INC2.5K shares23.63%2026-03-312026-04-15

AL AIR LEASE CORP5.4K shares26.03%2026-03-312026-04-15

MGM MGM RESORTS INTERNATIONAL9.4K shares1.44%2026-03-312026-04-15

ROL ROLLINS INC6.5K shares-3.35%2026-03-312026-04-15

VUG VANGUARD INDEX FDS794 shares-9.67%2026-03-312026-04-15

DJAN FIRST TR EXCHNG TRADED FD VI8.1K shares0.00%2026-03-312026-04-15

FSLR FIRST SOLAR INC1.7K sharesnew addition2026-03-312026-04-15

Sponsored

BURL BURLINGTON STORES INC1.1K sharesnew addition2026-03-312026-04-15

TD TORONTO DOMINION BK ONT3.7K shares-1.77%2026-03-312026-04-15

SOXX ISHARES TR1.0K shares-22.16%2026-03-312026-04-15

RGA REINSURANCE GROUP AMER INC1.7K shares19.53%2026-03-312026-04-15

KYN KAYNE ANDERSON ENERGY INFRST23.9K shares-4.02%2026-03-312026-04-15

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.9K sharesnew addition2026-03-312026-04-15

REG REGENCY CTRS CORP4.5K shares-4.54%2026-03-312026-04-15

HYDB ISHARES TR7.3K shares0.00%2026-03-312026-04-15

Sponsored

FTI TECHNIPFMC PLC4.9K sharesnew addition2026-03-312026-04-15

THC TENET HEALTHCARE CORP1.8K shares-2.89%2026-03-312026-04-15

EWBC EAST WEST BANCORP INC3.1K shares49.81%2026-03-312026-04-15

BABA ALIBABA GROUP HLDG LTD2.7K shares11.45%2026-03-312026-04-15

UFPI UFP INDUSTRIES INC3.6K shares0.97%2026-03-312026-04-15

ABCB AMERIS BANCORP4.3K shares1.95%2026-03-312026-04-15

SAIA SAIA INC950 shares8.20%2026-03-312026-04-15

DHI D R HORTON INC2.4K shares-10.56%2026-03-312026-04-15

Sponsored

CF CF INDUSTRIES HOLD2.6K sharesnew addition2026-03-312026-04-15

NATIONAL GRID PLC NATIONAL GRID PLC3.9K shares-3.33%2026-03-312026-04-15

SPDW SPDR INDEX SHS FDS7.2K shares-1.46%2026-03-312026-04-15

SPHQ INVESCO EXCHANGE TRADED FD T4.4K shares-1.96%2026-03-312026-04-15

JNJ

JOHNSON & JOHNSON

-0.77%

Shares7.0M

Event2026-03-31

Filed2026-04-15

SPY

STATE STR SPDR S&P 500 ETF T

-2.40%

Shares714.2K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

-1.91%

Shares533.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

1.33%

Shares878.2K

Event2026-03-31

Filed2026-04-15

TBIL

RBB FD INC

-21.93%

Shares832.6K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

69.43%

Shares66.1K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-2.62%

Shares106.5K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

14.68%

Shares224.2K

Event2026-03-31

Filed2026-04-15

PEP

PEPSICO INC

-0.27%

Shares219.3K

Event2026-03-31

Filed2026-04-15

SPYV

SPDR SERIES TRUST

8.19%

Shares563.1K

Event2026-03-31

Filed2026-04-15

AVDE

AMERICAN CENTY ETF TR

37.97%

Shares349.9K

Event2026-03-31

Filed2026-04-15

SERIES PORTFOLIOS TR

8.65%

Shares901.7K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES TR

-0.75%

Shares383.2K

Event2026-03-31

Filed2026-04-15

TLT

ISHARES TR

0.67%

Shares280.6K

Event2026-03-31

Filed2026-04-15

BROADCOM INC

1.71%

Shares78.3K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

10.99%

Shares101.9K

Event2026-03-31

Filed2026-04-15

QUAL

ISHARES TR

2.83%

Shares106.9K

Event2026-03-31

Filed2026-04-15

IJR

ISHARES TR

-0.31%

Shares163.3K

Event2026-03-31

Filed2026-04-15

IGPT

INVESCO EXCHANGE TRADED FD T

-5.53%

Shares347.2K

Event2026-03-31

Filed2026-04-15

MTUM

ISHARES TR

1.67%

Shares82.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

6.54%

Shares64.3K

Event2026-03-31

Filed2026-04-15

GTO

INVESCO ACTIVELY MANAGED EXC

5.00%

Shares380.8K

Event2026-03-31

Filed2026-04-15

GLDM

WORLD GOLD TR

-11.12%

Shares187.9K

Event2026-03-31

Filed2026-04-15

QQQM

INVESCO EXCH TRADED FD TR II

0.21%

Shares72.7K

Event2026-03-31

Filed2026-04-15

OMFL

INVESCO EXCH TRD SLF IDX FD

1.15%

Shares283.4K

Event2026-03-31

Filed2026-04-15