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The Analysis of Key Capital Management, INC's Holdings & P&L

Currently, Key Capital Management, INC holds 687 types of securities in its portfolio with a total value $151.4M. In the most recent quarter, they have increased their positions in SCEC (+350.8K shares, valued at $8.8M), IWY (+27.1K shares, valued at $6.7M), N/A (+269.0K shares, valued at $6.3M); decreased their positions in HIGH (-98.2K shares, valued at $2.1M), VGSH (-32.7K shares, valued at $1.9M), ICLO (-43.0K shares, valued at $1.1M); initiated new positions in N/A (+269.0K shares, valued at $6.3M), N/A (+194.0K shares, valued at $4.8M), VGIT (+23.3K shares, valued at $1.4M).

1M P&L

+1.1M+0.75%

3M P&L

+1.2M+0.82%

HY P&L

-2.0M-1.38%

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/A125.7M

92.4%

2Consumer Electronics2.0M

1.5%

3Semiconductors880.7K

0.6%

Top Industries by Stock Count

1N/A330 stocks

52.1%

2Asset Management16 stocks

2.5%

3Utilities - Regulated Electric15 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCEC CAPITOL SER TR1.0M shares50.25%2026-03-312026-05-07

IWY ISHARES TR54.2K shares100.01%2026-03-312026-05-07

IWX ISHARES TR92.2K shares86.24%2026-03-312026-05-07

STERLING CAP FDS STERLING CAP FDS269.0K sharesnew addition2026-03-312026-05-07

CTA SIMPLIFY EXCHANGE TRADED FUN182.3K shares14.15%2026-03-312026-05-07

BUCK SIMPLIFY EXCHANGE TRADED FUN226.8K shares18.56%2026-03-312026-05-07

STERLING CAP FDS STERLING CAP FDS194.0K sharesnew addition2026-03-312026-05-07

EFV ISHARES TR64.5K shares80.94%2026-03-312026-05-07

Sponsored

IWS ISHARES TR31.3K shares90.07%2026-03-312026-05-07

EFG ISHARES TR38.0K shares77.86%2026-03-312026-05-07

FOXY SIMPLIFY EXCHANGE TRADED FUN135.5K shares68.74%2026-03-312026-05-07

SBAR SIMPLIFY EXCHANGE TRADED FUN155.9K shares82.66%2026-03-312026-05-07

AGGH SIMPLIFY EXCHANGE TRADED FUN186.4K shares25.39%2026-03-312026-05-07

IEMG ISHARES INC51.8K shares77.61%2026-03-312026-05-07

SVOL SIMPLIFY EXCHANGE TRADED FUN170.5K shares15.55%2026-03-312026-05-07

VTWO VANGUARD SCOTTSDALE FDS23.3K shares87.14%2026-03-312026-05-07

Sponsored

AAPL APPLE INC8.1K shares12.70%2026-03-312026-05-07

VTI VANGUARD INDEX FDS4.7K shares772.64%2026-03-312026-05-07

VGIT VANGUARD SCOTTSDALE FDS23.3K sharesnew addition2026-03-312026-05-07

IWP ISHARES TR10.7K shares150.12%2026-03-312026-05-07

GAEM SIMPLIFY EXCHANGE TRADED FUN49.9K shares17.54%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T1.8K shares5.37%2026-03-312026-05-07

IVV ISHARES TR1.6K shares380.41%2026-03-312026-05-07

STERLING CAP FDS STERLING CAP FDS42.9K sharesnew addition2026-03-312026-05-07

Sponsored

VXUS VANGUARD STAR FDS12.4K shares6737.91%2026-03-312026-05-07

FGD FIRST TR EXCHANGE-TRADED FD29.3K shares-17.69%2026-03-312026-05-07

WDIV SPDR INDEX SHS FDS12.0K shares-13.25%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR1.6K shares-12.33%2026-03-312026-05-07

DYNF BLACKROCK ETF TRUST14.8K shares94.49%2026-03-312026-05-07

CORO BLACKROCK ETF TRUST26.5K sharesnew addition2026-03-312026-05-07

IVE ISHARES TR4.0K shares139.95%2026-03-312026-05-07

MGK VANGUARD WORLD FD2.3K shares-1.17%2026-03-312026-05-07

Sponsored

SCHP SCHWAB STRATEGIC TR31.5K shares66897.87%2026-03-312026-05-07

TSLA TESLA INC2.1K shares2665.79%2026-03-312026-05-07

IVW ISHARES TR6.9K shares162.49%2026-03-312026-05-07

NVDA NVIDIA CORPORATION4.5K shares62.07%2026-03-312026-05-07

ZSEP INNOVATOR ETFS TRUST28.7K shares13.92%2026-03-312026-05-07

AMZN AMAZON COM INC3.4K shares39.87%2026-03-312026-05-07

ILCV ISHARES TR7.2K shares0.38%2026-03-312026-05-07

SPYM SPDR SERIES TRUST8.4K shares4938.32%2026-03-312026-05-07

Sponsored

VGLT VANGUARD SCOTTSDALE FDS11.6K shares8.24%2026-03-312026-05-07

QUAL ISHARES TR3.0K shares83.43%2026-03-312026-05-07

APOC INNOVATOR ETFS TRUST21.7K shares59.58%2026-03-312026-05-07

SPYV SPDR SERIES TRUST9.0K shares1945.91%2026-03-312026-05-07

AIOO AIM ETF PRODUCTS TRUST19.0K shares14.56%2026-03-312026-05-07

ZNOV INNOVATOR ETFS TRUST15.2K shares13.96%2026-03-312026-05-07

MSFT MICROSOFT CORP1.1K shares18.63%2026-03-312026-05-07

SPTL SPDR SERIES TRUST15.0K shares115.90%2026-03-312026-05-07

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL812 shares77.68%2026-03-312026-05-07

EDIV SPDR INDEX SHS FDS9.1K shares-31.89%2026-03-312026-05-07

VGSH VANGUARD SCOTTSDALE FDS6.0K shares-84.49%2026-03-312026-05-07

BAI BLACKROCK ETF TRUST10.5K shares111.97%2026-03-312026-05-07

AMGN AMGEN INC911 shares102.00%2026-03-312026-05-07

FLJJ AIM ETF PRODUCTS TRUST10.2K sharesnew addition2026-03-312026-05-07

THRO BLACKROCK ETF TRUST8.8K shares161.15%2026-03-312026-05-07

WMT WALMART INC2.6K shares-2.35%2026-03-312026-05-07

Sponsored

BILZ PIMCO ETF TR3.1K shares-56.42%2026-03-312026-05-07

MTUM ISHARES TR1.3K shares115.25%2026-03-312026-05-07

SPYG SPDR SERIES TRUST3.1K shares728.23%2026-03-312026-05-07

CSCO CISCO SYS INC3.9K shares12.34%2026-03-312026-05-07

OCTW AIM ETF PRODUCTS TRUST7.3K shares16.44%2026-03-312026-05-07

IWF ISHARES TR648 shares270.29%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC2.4K shares15.15%2026-03-312026-05-07

BLCR BLACKROCK ETF TRUST6.5K sharesnew addition2026-03-312026-05-07

Sponsored

TJUL INNOVATOR ETFS TRUST8.2K shares14.23%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP700 shares0.00%2026-03-312026-05-07

QBUL ELEVATION SERIES TRUST10.1K shares145.00%2026-03-312026-05-07

SCHF SCHWAB STRATEGIC TR9.4K shares51.90%2026-03-312026-05-07

SHLD GLOBAL X FDS3.2K shares245.05%2026-03-312026-05-07

IUSB ISHARES TR5.0K shares97.53%2026-03-312026-05-07

ALPHABET INC ALPHABET INC753 shares154.39%2026-03-312026-05-07

ENB ENBRIDGE INC3.7K shares38.77%2026-03-312026-05-07

Sponsored

VO VANGUARD INDEX FDS650 shares98.78%2026-03-312026-05-07

ALPHABET INC ALPHABET INC639 shares45.56%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS302 shares-23.35%2026-03-312026-05-07

QBER ELEVATION SERIES TRUST7.4K shares-46.09%2026-03-312026-05-07

VUG VANGUARD INDEX FDS407 shares35.67%2026-03-312026-05-07

T AT&T INC6.0K shares26.31%2026-03-312026-05-07

CFO VICTORY PORTFOLIOS II2.3K shares0.00%2026-03-312026-05-07

XLB SELECT SECTOR SPDR TR3.2K sharesnew addition2026-03-312026-05-07

Sponsored

DIVY TIDAL TRUST I5.7K shares127.98%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares0.00%2026-03-312026-05-07

MUB ISHARES TR1.4K shares-85.56%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS628 shares63.12%2026-03-312026-05-07

CFG CITIZENS FINL GROUP INC2.5K shares32.72%2026-03-312026-05-07

GEF.B GREIF INC1.7K shares27.47%2026-03-312026-05-07

GOVT ISHARES TR6.0K shares1912.04%2026-03-312026-05-07

ZAUG INNOVATOR ETFS TRUST4.5K sharesnew addition2026-03-312026-05-07

Sponsored

SPDW SPDR INDEX SHS FDS2.6K shares129350.00%2026-03-312026-05-07

PFG PRINCIPAL FINANCIAL GROUP IN1.3K shares33.06%2026-03-312026-05-07

JULU AIM ETF PRODUCTS TRUST4.1K shares40.14%2026-03-312026-05-07

IWB ISHARES TR322 sharesnew addition2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC422 shares257.63%2026-03-312026-05-07

GLD SPDR GOLD TR265 shares-58.91%2026-03-312026-05-07

PFE PFIZER INC3.8K shares38.02%2026-03-312026-05-07

META META PLATFORMS INC182 shares152.78%2026-03-312026-05-07

Sponsored

IWD ISHARES TR479 shares152.11%2026-03-312026-05-07

MBB ISHARES TR1.1K shares61.23%2026-03-312026-05-07

CTRE CARETRUST REIT INC2.7K shares44.15%2026-03-312026-05-07

PZA INVESCO EXCH TRADED FD TR II4.4K shares666.26%2026-03-312026-05-07

EMHY ISHARES INC2.5K shares-37.23%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO337 shares19.50%2026-03-312026-05-07

DECU AIM ETF PRODUCTS TRUST3.6K shares188.51%2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR3.4K shares9.59%2026-03-312026-05-07

Sponsored

HYEM VANECK ETF TRUST4.5K shares-40.54%2026-03-312026-05-07

XLF SELECT SECTOR SPDR TR1.8K sharesnew addition2026-03-312026-05-07

FXED TIDAL TRUST I5.1K shares334.90%2026-03-312026-05-07

XLSR SSGA ACTIVE TR1.5K shares147500.00%2026-03-312026-05-07

ABBV ABBVIE INC389 shares26.30%2026-03-312026-05-07

HD HOME DEPOT INC254 shares213.58%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON331 shares11.82%2026-03-312026-05-07

TSLX SIXTH STREET SPECIALTY LENDI4.4K shares-30.51%2026-03-312026-05-07

Sponsored

HTGC HERCULES CAPITAL INC5.4K shares-35.56%2026-03-312026-05-07

TUA SIMPLIFY EXCHANGE TRADED FUN3.7K shares15.98%2026-03-312026-05-07

IWN ISHARES TR410 sharesnew addition2026-03-312026-05-07

CNAV COLLABORATIVE INVESTMNT SER2.4K sharesnew addition2026-03-312026-05-07

SCHD SCHWAB STRATEGIC TR2.4K shares-21.51%2026-03-312026-05-07

ARCC ARES CAPITAL CORP4.1K shares-46.50%2026-03-312026-05-07

VNLA JANUS DETROIT STR TR1.5K shares14770.00%2026-03-312026-05-07

SLV ISHARES SILVER TR1.0K shares-69.76%2026-03-312026-05-07

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SMH VANECK ETF TRUST186 sharesnew addition2026-03-312026-05-07

CTVA CORTEVA INC838 shares0.00%2026-03-312026-05-07

LUMN LUMEN TECHNOLOGIES INC10.0K sharesnew addition2026-03-312026-05-07

MTB M & T BK CORP321 shares-30.07%2026-03-312026-05-07

XLI SELECT SECTOR SPDR TR410 sharesnew addition2026-03-312026-05-07

GBDC GOLUB CAP BDC INC5.2K shares-46.78%2026-03-312026-05-07

SHYG ISHARES TR1.6K shares-48.33%2026-03-312026-05-07

IBIT ISHARES BITCOIN TRUST ETF1.7K shares227.39%2026-03-312026-05-07

Sponsored

FNDA SCHWAB STRATEGIC TR2.0K shares7.34%2026-03-312026-05-07

VB VANGUARD INDEX FDS248 shares-38.46%2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP106 shares0.00%2026-03-312026-05-07

IWO ISHARES TR198 shares1550.00%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS288 shares-16.28%2026-03-312026-05-07

SIXO AIM ETF PRODUCTS TRUST1.8K shares540.14%2026-03-312026-05-07

GSEP FIRST TR EXCHNG TRADED FD VI1.6K shares55.15%2026-03-312026-05-07

SDY SPDR SERIES TRUST411 sharesnew addition2026-03-312026-05-07

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ONEZ ELEVATION SERIES TRUST2.4K shares101.61%2026-03-312026-05-07

ITOT ISHARES TR412 shares-3.51%2026-03-312026-05-07

ES EVERSOURCE ENERGY827 shares93.22%2026-03-312026-05-07

IUSG ISHARES TR355 shares0.00%2026-03-312026-05-07

OBDC BLUE OWL CAPITAL CORPORATION4.9K shares-50.96%2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR2.1K shares13.19%2026-03-312026-05-07

GLDM WORLD GOLD TR584 shares-46.03%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR365 sharesnew addition2026-03-312026-05-07

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XLK SELECT SECTOR SPDR TR400 sharesnew addition2026-03-312026-05-07

GSK PLC GSK PLC960 shares212.70%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW393 shares0.00%2026-03-312026-05-07

QNITY ELECTRONICS INC QNITY ELECTRONICS INC446 shares-0.45%2026-03-312026-05-07

BROADCOM INC BROADCOM INC163 shares132.86%2026-03-312026-05-07

W WAYFAIR INC664 shares0.00%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND106 shares-5.36%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION49 shares81.48%2026-03-312026-05-07

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AMD ADVANCED MICRO DEVICES INC237 shares34.66%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS750 shares-8.31%2026-03-312026-05-07

TOTALENERGIES SE TOTALENERGIES SE528 shares-34.81%2026-03-312026-05-07

FBCG FIDELITY COVINGTON TRUST956 shares-50.13%2026-03-312026-05-07

OMC OMNICOM GROUP INC629 shares-27.78%2026-03-312026-05-07

DINO HF SINCLAIR CORP757 shares164.69%2026-03-312026-05-07

CVX CHEVRON CORPORATION226 shares128.28%2026-03-312026-05-07

BXSL BLACKSTONE SECD LENDING FD1.9K shares-51.02%2026-03-312026-05-07

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CAT CATERPILLAR INC64 shares3.23%2026-03-312026-05-07

SCHA SCHWAB STRATEGIC TR1.5K shares7.43%2026-03-312026-05-07

PFLT PENNANTPARK FLOATING RATE CA5.4K shares-44.40%2026-03-312026-05-07

JANW AIM ETF PRODUCTS TRUST1.2K shares31.00%2026-03-312026-05-07

BNDX VANGUARD CHARLOTTE FDS898 shares33.43%2026-03-312026-05-07

XOM EXXON MOBIL CORP254 shares8.55%2026-03-312026-05-07

SPG SIMON PPTY GROUP INC NEW228 shares-37.02%2026-03-312026-05-07

DECT AIM ETF PRODUCTS TRUST1.2K shares2524.44%2026-03-312026-05-07

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DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC894 shares-0.22%2026-03-312026-05-07

MO ALTRIA GROUP INC613 shares1056.60%2026-03-312026-05-07

GDX VANECK ETF TRUST440 shares-92.33%2026-03-312026-05-07

EVRG EVERGY INC488 shares-58.64%2026-03-312026-05-07

VBR VANGUARD INDEX FDS183 shares0.00%2026-03-312026-05-07

SCZ ISHARES TR504 sharesnew addition2026-03-312026-05-07

BAC BANK AMERICA CORP807 shares8.32%2026-03-312026-05-07

HON HONEYWELL INTL INC170 shares1316.67%2026-03-312026-05-07

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HAS HASBRO INC403 shares137.06%2026-03-312026-05-07

SEPW AIM ETF PRODUCTS TRUST1.2K shares32.15%2026-03-312026-05-07

DOW DOW HLDGS INC898 shares-43.16%2026-03-312026-05-07

IJH ISHARES TR551 sharesnew addition2026-03-312026-05-07

SPEM SPDR INDEX SHS FDS787 shares78600.00%2026-03-312026-05-07

OKE ONEOK INC NEW408 shares-39.56%2026-03-312026-05-07

AGG ISHARES TR367 shares64.57%2026-03-312026-05-07

HCA HCA HEALTHCARE INC76 shares0.00%2026-03-312026-05-07

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O REALTY INCOME CORP583 shares-48.41%2026-03-312026-05-07

XTEN BONDBLOXX ETF TRUST777 shares120.74%2026-03-312026-05-07

PINE ALPINE INCOME PPTY TR INC2.0K shares-13.11%2026-03-312026-05-07

SEPT AIM ETF PRODUCTS TRUST1.0K shares2543.59%2026-03-312026-05-07

VGT VANGUARD WORLD FD50 shares78.57%2026-03-312026-05-07

SON SONOCO PRODS CO641 shares20.94%2026-03-312026-05-07

IGLB ISHARES TR695 shares-3.74%2026-03-312026-05-07

DECW AIM ETF PRODUCTS TRUST1.0K shares30.20%2026-03-312026-05-07

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LFUS LITTELFUSE INC100 shares0.00%2026-03-312026-05-07

V VISA INC111 shares177.50%2026-03-312026-05-07

BINC BLACKROCK ETF TRUST II638 shares-61.47%2026-03-312026-05-07

SMG SCOTTS MIRACLE-GRO CO534 shares7.88%2026-03-312026-05-07

DE DEERE & CO57 shares0.00%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC327 shares-79.54%2026-03-312026-05-07

HIGH SIMPLIFY EXCHANGE TRADED FUN1.5K shares-98.51%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC614 shares490.38%2026-03-312026-05-07

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MAIN MAIN STR CAP CORP577 shares-30.57%2026-03-312026-05-07

PFS PROVIDENT FINL SVCS INC1.4K shares9.65%2026-03-312026-05-07

VLO VALERO ENERGY CORP122 shares-51.59%2026-03-312026-05-07

LQIG SPDR SERIES TRUST314 shares-5.99%2026-03-312026-05-07

IJR ISHARES TR239 shares-37.76%2026-03-312026-05-07

PRGO PERRIGO CO PLC2.7K shares6.46%2026-03-312026-05-07

FBOT FIDELITY COVINGTON TRUST845 shares5.63%2026-03-312026-05-07

FDCF FIDELITY COVINGTON TRUST647 shares6.07%2026-03-312026-05-07

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IHAK ISHARES TR610 shares6.27%2026-03-312026-05-07

GLPI GAMING & LEISURE P588 shares-59.56%2026-03-312026-05-07

BEN FRANKLIN RESOURCES INC1.1K shares146.31%2026-03-312026-05-07

SBRA SABRA HEALTH CARE REIT INC1.3K shares135.99%2026-03-312026-05-07

AMCOR PLC AMCOR PLC634 sharesnew addition2026-03-312026-05-07

XCEM COLUMBIA ETF TR II613 shares-1.13%2026-03-312026-05-07

CTAS CINTAS CORP147 shares0.00%2026-03-312026-05-07

JAAA JANUS DETROIT STR TR491 shares882.00%2026-03-312026-05-07

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DLR DIGITAL RLTY TR INC135 shares-3.57%2026-03-312026-05-07

NNN NNN REIT INC577 shares-58.10%2026-03-312026-05-07

VICI VICI PPTYS INC874 shares-33.69%2026-03-312026-05-07

COWZ PACER FDS TR380 shares50.79%2026-03-312026-05-07

NHI NATIONAL HEALTH INVS INC290 shares-53.30%2026-03-312026-05-07

TRV TRAVELERS COMPANIES INC80 shares0.00%2026-03-312026-05-07

FDFF FIDELITY COVINGTON TRUST741 shares6.16%2026-03-312026-05-07

IJJ ISHARES TR172 sharesnew addition2026-03-312026-05-07

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CALF PACER FDS TR495 shares-4.62%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC26 shares36.84%2026-03-312026-05-07

PEP PEPSICO INC139 shares13.93%2026-03-312026-05-07

GM GENERAL MTRS CO289 shares-1.37%2026-03-312026-05-07

HYGH ISHARES U S ETF TR251 shares195.29%2026-03-312026-05-07

TLH ISHARES TR213 shares-11.98%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC63 sharesnew addition2026-03-312026-05-07

TM TOYOTA MOTOR CORP103 shares3.00%2026-03-312026-05-07

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AVA AVISTA CORP522 shares289.55%2026-03-312026-05-07

VV VANGUARD INDEX FDS67 sharesnew addition2026-03-312026-05-07

PGHY INVESCO EXCH TRADED FD TR II1.0K shares29.27%2026-03-312026-05-07

SNAV COLLABORATIVE INVESTMNT SER561 sharesnew addition2026-03-312026-05-07

TJX TJX COS INC NEW122 shares48.78%2026-03-312026-05-07

XEMD BONDBLOXX ETF TRUST440 shares-19.41%2026-03-312026-05-07

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC272 shares288.57%2026-03-312026-05-07

SEPZ ELEVATION SERIES TRUST473 shares539.19%2026-03-312026-05-07

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TXN TEXAS INSTRS INC98 shares237.93%2026-03-312026-05-07

RULE COLLABORATIVE INVESTMNT SER799 sharesnew addition2026-03-312026-05-07

BND VANGUARD BD INDEX FDS252 shares2.86%2026-03-312026-05-07

GSLC GOLDMAN SACHS ETF TR147 shares0.00%2026-03-312026-05-07

COP CONOCOPHILLIPS138 shares500.00%2026-03-312026-05-07

SPAB SPDR SERIES TRUST703 sharesnew addition2026-03-312026-05-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND90 shares1025.00%2026-03-312026-05-07

PSTP INNOVATOR ETFS TRUST508 shares0.00%2026-03-312026-05-07

Sponsored

MINT PIMCO ETF TR173 sharesnew addition2026-03-312026-05-07

CSWC CAPITAL SOUTHWEST CORP782 shares52.14%2026-03-312026-05-07

SPSM SPDR SERIES TRUST355 shares35400.00%2026-03-312026-05-07

VEU VANGUARD INTL EQUITY INDEX F228 shares128.00%2026-03-312026-05-07

CRBG COREBRIDGE FINL INC711 shares-61.90%2026-03-312026-05-07

RTX RTX CORPORATION85 shares962.50%2026-03-312026-05-07

LMBS FIRST TR EXCHANGE-TRADED FD322 shares103.80%2026-03-312026-05-07

FTEC FIDELITY COVINGTON TRUST77 shares0.00%2026-03-312026-05-07

Sponsored

CERY SPDR SERIES TRUST454 shares45300.00%2026-03-312026-05-07

REET ISHARES TR629 shares189.86%2026-03-312026-05-07

FTNT FORTINET INC190 sharesnew addition2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC96 shares2.13%2026-03-312026-05-07

IWM ISHARES TR62 shares-20.51%2026-03-312026-05-07

DVN DEVON ENERGY CORP NEW301 shares0.33%2026-03-312026-05-07

BIV VANGUARD BD INDEX FDS194 sharesnew addition2026-03-312026-05-07

SGOV ISHARES TR148 shares155.17%2026-03-312026-05-07

Sponsored

KO COCA COLA CO195 shares14.04%2026-03-312026-05-07

HYG ISHARES TR185 shares-22.59%2026-03-312026-05-07

EFAV ISHARES TR161 sharesnew addition2026-03-312026-05-07

SPMD SPDR SERIES TRUST247 sharesnew addition2026-03-312026-05-07

TRIN TRINITY CAP INC994 shares279.39%2026-03-312026-05-07

GSIE GOLDMAN SACHS ETF TR336 shares0.00%2026-03-312026-05-07

SPDR SERIES TRUST SPDR SERIES TRUST151 shares3675.00%2026-03-312026-05-07

IGBH ISHARES U S ETF TR596 shares14800.00%2026-03-312026-05-07

Sponsored

SJNK SPDR SERIES TRUST575 shares19066.67%2026-03-312026-05-07

OXY OCCIDENTAL PETE CORP217 shares-93.46%2026-03-312026-05-07

HYHG PROSHARES TR221 shares22000.00%2026-03-312026-05-07

SPBX AIM ETF PRODUCTS TRUST521 shares0.00%2026-03-312026-05-07

KHC KRAFT HEINZ CO618 shares-48.63%2026-03-312026-05-07

ISHARES GOLD TR ISHARES GOLD TR156 shares-60.31%2026-03-312026-05-07

HBAN HUNTINGTON BANCSHARES INC873 shares-2.02%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO45 shares32.35%2026-03-312026-05-07

Sponsored

LRGF ISHARES TR202 shares0.00%2026-03-312026-05-07

TSN TYSON FOODS INC208 shares16.85%2026-03-312026-05-07

MFUL COLLABORATIVE INVESTMNT SER615 sharesnew addition2026-03-312026-05-07

FNF FIDELITY NATL FINL INC285 shares106.52%2026-03-312026-05-07

WM WASTE MGMT INC DEL57 sharesnew addition2026-03-312026-05-07

ELEVATION SERIES TRUST ELEVATION SERIES TRUST355 shares157.25%2026-03-312026-05-07

VOOG VANGUARD ADMIRAL FDS INC32 shares-3.03%2026-03-312026-05-07

IAGG ISHARES TR260 shares13.04%2026-03-312026-05-07

Sponsored

SIXZ AIM ETF PRODUCTS TRUST446 shares2523.53%2026-03-312026-05-07

CRM SALESFORCE INC69 shares-31.00%2026-03-312026-05-07

OCTZ ELEVATION SERIES TRUST313 sharesnew addition2026-03-312026-05-07

FTCB FIRST TR EXCHANGE-TRADED FD603 sharesnew addition2026-03-312026-05-07

GEM GOLDMAN SACHS ETF TR292 shares0.00%2026-03-312026-05-07

GWX SPDR INDEX SHS FDS297 sharesnew addition2026-03-312026-05-07

IEFA ISHARES TR138 shares-59.17%2026-03-312026-05-07

DIS DISNEY WALT CO128 shares14.29%2026-03-312026-05-07

Sponsored

NOBL PROSHARES TR116 sharesnew addition2026-03-312026-05-07

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP1.4K sharesnew addition2026-03-312026-05-07

IDEF BLACKROCK ETF TRUST368 sharesnew addition2026-03-312026-05-07

XONE BONDBLOXX ETF TRUST236 sharesnew addition2026-03-312026-05-07

ORCL ORACLE CORP77 shares-10.47%2026-03-312026-05-07

SCHC SCHWAB STRATEGIC TR242 sharesnew addition2026-03-312026-05-07

BP BP PLC240 sharesnew addition2026-03-312026-05-07

PDBC INVESCO ACTVELY MNGD ETC FD645 shares0.00%2026-03-312026-05-07

Sponsored

IXUS ISHARES TR127 shares-4.51%2026-03-312026-05-07

WEN WENDYS CO1.6K shares-29.68%2026-03-312026-05-07

MOAT VANECK ETF TRUST112 shares-80.00%2026-03-312026-05-07

NSA NATIONAL STORAGE AFFILIATES282 shares-60.61%2026-03-312026-05-07

PG PROCTER & GAMBLE CO74 shares131.25%2026-03-312026-05-07

FPE FIRST TR EXCH TRADED FD III572 sharesnew addition2026-03-312026-05-07

SYSB ISHARES TR114 shares28.09%2026-03-312026-05-07

EATON CORP PLC EATON CORP PLC28 shares-87.10%2026-03-312026-05-07

Sponsored

RWAY RUNWAY GROWTH FINANCE CORP1.4K shares-55.13%2026-03-312026-05-07

SETM SPROTT FDS TR300 shares50.00%2026-03-312026-05-07

USMV ISHARES TR106 shares-56.73%2026-03-312026-05-07

RDVY FIRST TR EXCHANGE TRADED FD144 sharesnew addition2026-03-312026-05-07

KIE SPDR SERIES TRUST176 shares0.00%2026-03-312026-05-07

AUGZ ELEVATION SERIES TRUST235 sharesnew addition2026-03-312026-05-07

PFXF VANECK ETF TRUST533 shares17666.67%2026-03-312026-05-07

KMI KINDER MORGAN INC DEL278 shares256.41%2026-03-312026-05-07

Sponsored

XYL XYLEM INC78 shares32.20%2026-03-312026-05-07

SPFF GLOBAL X FDS1.0K shares4225.00%2026-03-312026-05-07

PFLD ETF SER SOLUTIONS471 shares5787.50%2026-03-312026-05-07

JIRE J P MORGAN EXCHANGE TRADED F119 shares-50.21%2026-03-312026-05-07

PGX INVESCO EXCH TRADED FD TR II826 shares20550.00%2026-03-312026-05-07

PFFD GLOBAL X FDS482 sharesnew addition2026-03-312026-05-07

PFFA ETFIS SER TR I434 sharesnew addition2026-03-312026-05-07

PSK SPDR SERIES TRUST285 shares9400.00%2026-03-312026-05-07

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD222 sharesnew addition2026-03-312026-05-07

ICOW PACER FDS TR204 sharesnew addition2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS58 shares-99.15%2026-03-312026-05-07

GBTC GRAYSCALE BITCOIN TRUST ETF162 shares-81.38%2026-03-312026-05-07

LINDE PLC LINDE PLC17 shares750.00%2026-03-312026-05-07

AVEM AMERICAN CENTY ETF TR104 shares5.05%2026-03-312026-05-07

NOW SERVICENOW INC79 shares58.00%2026-03-312026-05-07

FNDF SCHWAB STRATEGIC TR167 shares221.15%2026-03-312026-05-07

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV100 shares-87.36%2026-03-312026-05-07

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD639 shares70.86%2026-03-312026-05-07

IEF ISHARES TR83 shares-38.06%2026-03-312026-05-07

VSS VANGUARD INTL EQUITY INDEX F53 sharesnew addition2026-03-312026-05-07

BA BOEING CO39 shares-4.88%2026-03-312026-05-07

NFLX NETFLIX INC.80 shares0.00%2026-03-312026-05-07

APH AMPHENOL CORP60 sharesnew addition2026-03-312026-05-07

KLAC KLA CORP5 shares0.00%2026-03-312026-05-07

Sponsored

UNP UNION PAC CORP30 sharesnew addition2026-03-312026-05-07

CIBR FIRST TR EXCHANGE-TRADED FD114 shares0.00%2026-03-312026-05-07

VDE VANGUARD WORLD FD41 shares86.36%2026-03-312026-05-07

SPBW AIM ETF PRODUCTS TRUST257 shares-2.28%2026-03-312026-05-07

XEL XCEL ENERGY INC88 shares193.33%2026-03-312026-05-07

SHOP SHOPIFY INC57 sharesnew addition2026-03-312026-05-07

AZO AUTOZONE INC2 shares0.00%2026-03-312026-05-07

CMDY ISHARES U S ETF TR113 shares-1.74%2026-03-312026-05-07

Sponsored

TROW PRICE T ROWE GROUP INC73 shares812.50%2026-03-312026-05-07

URI UNITED RENTALS INC9 shares200.00%2026-03-312026-05-07

SEPU AIM ETF PRODUCTS TRUST230 sharesnew addition2026-03-312026-05-07

DECZ ELEVATION SERIES TRUST163 shares150.77%2026-03-312026-05-07

DG DOLLAR GEN CORP53 shares0.00%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC38 shares58.33%2026-03-312026-05-07

WFC WELLS FARGO & CO78 shares30.00%2026-03-312026-05-07

ELEVATION SERIES TRUST ELEVATION SERIES TRUST278 sharesnew addition2026-03-312026-05-07

Sponsored

SCHG SCHWAB STRATEGIC TR208 shares300.00%2026-03-312026-05-07

ICVT ISHARES TR59 shares28.26%2026-03-312026-05-07

PGR PROGRESSIVE CORP30 shares11.11%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC49 shares-50.51%2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC39 shares178.57%2026-03-312026-05-07

SCHI SCHWAB STRATEGIC TR249 sharesnew addition2026-03-312026-05-07

SW SMURFIT WESTROCK PLC141 shares302.86%2026-03-312026-05-07

LGOV FIRST TR EXCHANGE-TRADED FD257 sharesnew addition2026-03-312026-05-07

Sponsored

LLY ELI LILLY & CO6 sharesnew addition2026-03-312026-05-07

CAG CONAGRA BRANDS INC347 shares34600.00%2026-03-312026-05-07

AVUV AMERICAN CENTY ETF TR49 sharesnew addition2026-03-312026-05-07

MU MICRON TECHNOLOGY INC16 shares300.00%2026-03-312026-05-07

FNDE SCHWAB STRATEGIC TR141 sharesnew addition2026-03-312026-05-07

VTV VANGUARD INDEX FDS27 shares-72.45%2026-03-312026-05-07

CC CHEMOURS CO240 shares0.00%2026-03-312026-05-07

USHY ISHARES TR142 shares0.00%2026-03-312026-05-07

Sponsored

TFC TRUIST FINL CORP112 shares62.32%2026-03-312026-05-07

SUSC ISHARES TR222 shares3.26%2026-03-312026-05-07

MUFG MITSUBISHI UFJ FINANCIAL GRO302 sharesnew addition2026-03-312026-05-07

EAGG ISHARES TR107 shares-91.96%2026-03-312026-05-07

SMBS SCHWAB STRATEGIC TR195 sharesnew addition2026-03-312026-05-07

DCOR DIMENSIONAL ETF TRUST69 shares4.55%2026-03-312026-05-07

DFAC DIMENSIONAL ETF TRUST128 shares3.23%2026-03-312026-05-07

AFLG FIRST TR EXCHNG TRADED FD VI126 sharesnew addition2026-03-312026-05-07

Sponsored

LMND LEMONADE INC77 sharesnew addition2026-03-312026-05-07

ALL ALLSTATE CORP23 sharesnew addition2026-03-312026-05-07

SNX TD SYNNEX CORPORATION28 sharesnew addition2026-03-312026-05-07

NBOS NEUBERGER BERMAN ETF TRUST175 shares-99.18%2026-03-312026-05-07

MCD MCDONALDS CORP15 shares66.67%2026-03-312026-05-07

VTRS VIATRIS INC345 sharesnew addition2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS56 shares93.10%2026-03-312026-05-07

FIIG FIRST TR EXCHANGE-TRADED FD223 sharesnew addition2026-03-312026-05-07

Sponsored

BK BANK NEW YORK MELLON CORP39 sharesnew addition2026-03-312026-05-07

ATO ATMOS ENERGY CORP25 sharesnew addition2026-03-312026-05-07

SCHR SCHWAB STRATEGIC TR185 sharesnew addition2026-03-312026-05-07

CGGR CAPITAL GROUP GROWTH ETF113 sharesnew addition2026-03-312026-05-07

F FORD MTR CO392 shares600.00%2026-03-312026-05-07

FIXD FIRST TR EXCHNG TRADED FD VI103 sharesnew addition2026-03-312026-05-07

AMAT APPLIED MATLS INC13 shares333.33%2026-03-312026-05-07

VALQ AMERICAN CENTY ETF TR67 sharesnew addition2026-03-312026-05-07

Sponsored

XRAY DENTSPLY SIRONA INC376 sharesnew addition2026-03-312026-05-07

MCK MCKESSON CORP5 sharesnew addition2026-03-312026-05-07

QGRO AMERICAN CENTY ETF TR41 sharesnew addition2026-03-312026-05-07

NSC NORFOLK SOUTHN CORP15 shares275.00%2026-03-312026-05-07

ICLO INVESCO ACTIVELY MANAGED EXC166 shares-99.62%2026-03-312026-05-07

VRSN VERISIGN INC17 sharesnew addition2026-03-312026-05-07

RIVN RIVIAN AUTOMOTIVE INC280 shares11.55%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC1 shares0.00%2026-03-312026-05-07

Sponsored

BTI BRITISH AMERN TOB PLC72 sharesnew addition2026-03-312026-05-07

LCTU BLACKROCK ETF TRUST60 shares-13.04%2026-03-312026-05-07

RSPR INVESCO EXCHANGE TRADED FD T126 sharesnew addition2026-03-312026-05-07

D DOMINION ENERGY INC66 shares106.25%2026-03-312026-05-07

INCY INCYTE CORP43 sharesnew addition2026-03-312026-05-07

CNA CNA FINL CORP88 sharesnew addition2026-03-312026-05-07

EPD ENTERPRISE PRODS PARTNERS L107 shares-73.58%2026-03-312026-05-07

AOM ISHARES TR85 sharesnew addition2026-03-312026-05-07

Sponsored

UBS UBS GROUP AG103 sharesnew addition2026-03-312026-05-07

QINT AMERICAN CENTY ETF TR61 sharesnew addition2026-03-312026-05-07

XLRE SELECT SECTOR SPDR TR98 sharesnew addition2026-03-312026-05-07

ADM ARCHER DANIELS MIDLAND CO55 shares400.00%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS45 shares4400.00%2026-03-312026-05-07

AOR ISHARES TR62 sharesnew addition2026-03-312026-05-07

PNC PNC FINL SVCS GROUP INC19 sharesnew addition2026-03-312026-05-07

SNY SANOFI SA82 sharesnew addition2026-03-312026-05-07

Sponsored

FTGS FIRST TR EXCHANGE-TRADED FD116 sharesnew addition2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC8 sharesnew addition2026-03-312026-05-07

FTA FIRST TR EXCHANGE-TRADED ALP42 sharesnew addition2026-03-312026-05-07

FDG AMERICAN CENTY ETF TR34 sharesnew addition2026-03-312026-05-07

PACER FDS TR PACER FDS TR136 sharesnew addition2026-03-312026-05-07

SCHW SCHWAB CHARLES CORP40 sharesnew addition2026-03-312026-05-07

TDIV FIRST TR EXCHANGE TRADED FD40 sharesnew addition2026-03-312026-05-07

EIX EDISON INTL51 sharesnew addition2026-03-312026-05-07

Sponsored

PPC PILGRIMS PRIDE CORP98 sharesnew addition2026-03-312026-05-07

QTEC FIRST TR EXCHANGE-TRADED FD17 sharesnew addition2026-03-312026-05-07

SNA SNAP ON INC10 sharesnew addition2026-03-312026-05-07

UTHR UNITED THERAPEUTICS CORP DEL6 sharesnew addition2026-03-312026-05-07

FBTC FIDELITY WISE ORIGIN BITCOIN60 shares7.14%2026-03-312026-05-07

VLU SPDR SERIES TRUST16 sharesnew addition2026-03-312026-05-07

DIV GLOBAL X FDS186 shares-99.60%2026-03-312026-05-07

GIS GENERAL MILLS INC94 shares88.00%2026-03-312026-05-07

Sponsored

CTSH COGNIZANT TECHNOLOGY SOLUTIO57 sharesnew addition2026-03-312026-05-07

IDEV ISHARES TR41 shares13.89%2026-03-312026-05-07

ESGU ISHARES TR24 shares-92.33%2026-03-312026-05-07

CEG CONSTELLATION ENERGY CORP12 sharesnew addition2026-03-312026-05-07

NOMD NOMAD FOODS LTD345 sharesnew addition2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE IN21 sharesnew addition2026-03-312026-05-07

E ENI SPA58 sharesnew addition2026-03-312026-05-07

HRB BLOCK H & R INC102 sharesnew addition2026-03-312026-05-07

Sponsored

CVS CVS HEALTH CORP45 shares125.00%2026-03-312026-05-07

DHR DANAHER CORP DEL17 sharesnew addition2026-03-312026-05-07

FDT FIRST TR EXCH TRD ALPHDX FD37 sharesnew addition2026-03-312026-05-07

BCO BRINKS CO31 sharesnew addition2026-03-312026-05-07

NVBU AIM ETF PRODUCTS TRUST114 shares2750.00%2026-03-312026-05-07

OCTU AIM ETF PRODUCTS TRUST116 shares2800.00%2026-03-312026-05-07

JPEM J P MORGAN EXCHANGE TRADED F51 sharesnew addition2026-03-312026-05-07

ADT ADT INC DEL482 sharesnew addition2026-03-312026-05-07

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD67 sharesnew addition2026-03-312026-05-07

DSI ISHARES TR26 shares0.00%2026-03-312026-05-07

FEM FIRST TR EXCH TRD ALPHDX FD105 sharesnew addition2026-03-312026-05-07

CMG CHIPOTLE MEXICAN GRILL INC98 sharesnew addition2026-03-312026-05-07

CMCSA COMCAST CORP NEW108 shares-31.21%2026-03-312026-05-07

NEE NEXTERA ENERGY INC33 shares57.14%2026-03-312026-05-07

VIPER ENERGY INC VIPER ENERGY INC65 shares1.56%2026-03-312026-05-07

BKR BAKER HUGHES COMPANY49 sharesnew addition2026-03-312026-05-07

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC39 shares1200.00%2026-03-312026-05-07

ZTS ZOETIS INC25 shares4.17%2026-03-312026-05-07

MMC MARSH & MCLENNAN COS INC17 sharesnew addition2026-03-312026-05-07

AGEM ABRDN FDS72 shares7.46%2026-03-312026-05-07

KEY KEYCORP145 shares353.13%2026-03-312026-05-07

IP INTERNATIONAL PAPER CO81 shares252.17%2026-03-312026-05-07

SA SEABRIDGE GOLD INC100 shares0.00%2026-03-312026-05-07

USB US BANCORP54 shares390.91%2026-03-312026-05-07

Sponsored

CG CARLYLE GROUP INC58 sharesnew addition2026-03-312026-05-07

XAR SPDR SERIES TRUST11 sharesnew addition2026-03-312026-05-07

FE FIRSTENERGY CORP55 shares400.00%2026-03-312026-05-07

REGL PROSHARES TR32 sharesnew addition2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC21 shares425.00%2026-03-312026-05-07

CRWD CROWDSTRIKE HLDGS INC7 shares0.00%2026-03-312026-05-07

VHT VANGUARD WORLD FD10 shares0.00%2026-03-312026-05-07

MODG CALLAWAY GOLF CO196 sharesnew addition2026-03-312026-05-07

Sponsored

VRTX VERTEX PHARMACEUTICALS INC6 shares0.00%2026-03-312026-05-07

TRFK PACER FDS TR43 sharesnew addition2026-03-312026-05-07

DFIC DIMENSIONAL ETF TRUST75 shares5.63%2026-03-312026-05-07

VFH VANGUARD WORLD FD22 shares0.00%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC23 sharesnew addition2026-03-312026-05-07

RF REGIONS FINANCIAL CORP NEW101 shares359.09%2026-03-312026-05-07

PRU PRUDENTIAL FINL INC27 sharesnew addition2026-03-312026-05-07

ACM AECOM31 shares0.00%2026-03-312026-05-07

Sponsored

PFGC PERFORMANCE FOOD GROUP CO30 sharesnew addition2026-03-312026-05-07

ADI ANALOG DEVICES INC8 sharesnew addition2026-03-312026-05-07

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN40 sharesnew addition2026-03-312026-05-07

NATWEST GROUP PLC NATWEST GROUP PLC168 sharesnew addition2026-03-312026-05-07

TAP MOLSON COORS BEVERAGE CO58 sharesnew addition2026-03-312026-05-07

ABT ABBOTT LABORATORIES24 shares60.00%2026-03-312026-05-07

GPC GENUINE PARTS CO23 shares91.67%2026-03-312026-05-07

LAZARD INC LAZARD INC57 shares418.18%2026-03-312026-05-07

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA19 sharesnew addition2026-03-312026-05-07

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN114 shares2.70%2026-03-312026-05-07

CMS CMS ENERGY CORP31 shares416.67%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC5 sharesnew addition2026-03-312026-05-07

SCEC

CAPITOL SER TR

50.25%

Shares1.0M

Event2026-03-31

Filed2026-05-07

IWY

ISHARES TR

100.01%

Shares54.2K

Event2026-03-31

Filed2026-05-07

IWX

ISHARES TR

86.24%

Shares92.2K

Event2026-03-31

Filed2026-05-07

STERLING CAP FDS

New

Shares269.0K

Event2026-03-31

Filed2026-05-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

14.15%

Shares182.3K

Event2026-03-31

Filed2026-05-07

BUCK

SIMPLIFY EXCHANGE TRADED FUN

18.56%

Shares226.8K

Event2026-03-31

Filed2026-05-07

STERLING CAP FDS

New

Shares194.0K

Event2026-03-31

Filed2026-05-07

EFV

ISHARES TR

80.94%

Shares64.5K

Event2026-03-31

Filed2026-05-07

IWS

ISHARES TR

90.07%

Shares31.3K

Event2026-03-31

Filed2026-05-07

EFG

ISHARES TR

77.86%

Shares38.0K

Event2026-03-31

Filed2026-05-07

FOXY

SIMPLIFY EXCHANGE TRADED FUN

68.74%

Shares135.5K

Event2026-03-31

Filed2026-05-07

SBAR

SIMPLIFY EXCHANGE TRADED FUN

82.66%

Shares155.9K

Event2026-03-31

Filed2026-05-07

AGGH

SIMPLIFY EXCHANGE TRADED FUN

25.39%

Shares186.4K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES INC

77.61%

Shares51.8K

Event2026-03-31

Filed2026-05-07

SVOL

SIMPLIFY EXCHANGE TRADED FUN

15.55%

Shares170.5K

Event2026-03-31

Filed2026-05-07

VTWO

VANGUARD SCOTTSDALE FDS

87.14%

Shares23.3K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

12.70%

Shares8.1K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

772.64%

Shares4.7K

Event2026-03-31

Filed2026-05-07

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares23.3K

Event2026-03-31

Filed2026-05-07

IWP

ISHARES TR

150.12%

Shares10.7K

Event2026-03-31

Filed2026-05-07

GAEM

SIMPLIFY EXCHANGE TRADED FUN

17.54%

Shares49.9K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

5.37%

Shares1.8K

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

380.41%

Shares1.6K

Event2026-03-31

Filed2026-05-07

STERLING CAP FDS

New

Shares42.9K

Event2026-03-31

Filed2026-05-07

VXUS

VANGUARD STAR FDS

6737.91%

Shares12.4K

Event2026-03-31

Filed2026-05-07

FGD

FIRST TR EXCHANGE-TRADED FD

-17.69%

Shares29.3K

Event2026-03-31

Filed2026-05-07

WDIV

SPDR INDEX SHS FDS

-13.25%

Shares12.0K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

-12.33%

Shares1.6K

Event2026-03-31

Filed2026-05-07

DYNF

BLACKROCK ETF TRUST

94.49%

Shares14.8K

Event2026-03-31

Filed2026-05-07

CORO

BLACKROCK ETF TRUST

New

Shares26.5K

Event2026-03-31

Filed2026-05-07

IVE

ISHARES TR

139.95%

Shares4.0K

Event2026-03-31

Filed2026-05-07

MGK

VANGUARD WORLD FD

-1.17%

Shares2.3K

Event2026-03-31

Filed2026-05-07

SCHP

SCHWAB STRATEGIC TR

66897.87%

Shares31.5K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

2665.79%

Shares2.1K

Event2026-03-31

Filed2026-05-07

IVW

ISHARES TR

162.49%

Shares6.9K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

62.07%

Shares4.5K

Event2026-03-31

Filed2026-05-07

ZSEP

INNOVATOR ETFS TRUST

13.92%

Shares28.7K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

39.87%

Shares3.4K

Event2026-03-31

Filed2026-05-07

ILCV

ISHARES TR

0.38%

Shares7.2K

Event2026-03-31

Filed2026-05-07

SPYM

SPDR SERIES TRUST

4938.32%

Shares8.4K

Event2026-03-31

Filed2026-05-07

VGLT

VANGUARD SCOTTSDALE FDS

8.24%

Shares11.6K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES TR

83.43%

Shares3.0K

Event2026-03-31

Filed2026-05-07

APOC

INNOVATOR ETFS TRUST

59.58%

Shares21.7K

Event2026-03-31

Filed2026-05-07

SPYV

SPDR SERIES TRUST

1945.91%

Shares9.0K

Event2026-03-31

Filed2026-05-07

AIOO

AIM ETF PRODUCTS TRUST

14.56%

Shares19.0K

Event2026-03-31

Filed2026-05-07

ZNOV

INNOVATOR ETFS TRUST

13.96%

Shares15.2K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

18.63%

Shares1.1K

Event2026-03-31

Filed2026-05-07

SPTL

SPDR SERIES TRUST

115.90%

Shares15.0K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

77.68%

Shares812

Event2026-03-31

Filed2026-05-07

EDIV

SPDR INDEX SHS FDS

-31.89%

Shares9.1K

Event2026-03-31

Filed2026-05-07

VGSH

VANGUARD SCOTTSDALE FDS

-84.49%

Shares6.0K

Event2026-03-31

Filed2026-05-07

BAI

BLACKROCK ETF TRUST

111.97%

Shares10.5K

Event2026-03-31

Filed2026-05-07

AMGN

AMGEN INC

102.00%

Shares911

Event2026-03-31

Filed2026-05-07

FLJJ

AIM ETF PRODUCTS TRUST

New

Shares10.2K

Event2026-03-31

Filed2026-05-07

THRO

BLACKROCK ETF TRUST

161.15%

Shares8.8K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-2.35%

Shares2.6K

Event2026-03-31

Filed2026-05-07

BILZ

PIMCO ETF TR

-56.42%

Shares3.1K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES TR

115.25%

Shares1.3K

Event2026-03-31

Filed2026-05-07

SPYG

SPDR SERIES TRUST

728.23%

Shares3.1K

Event2026-03-31

Filed2026-05-07

CSCO

CISCO SYS INC

12.34%

Shares3.9K

Event2026-03-31

Filed2026-05-07

OCTW

AIM ETF PRODUCTS TRUST

16.44%

Shares7.3K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

270.29%

Shares648

Event2026-03-31

Filed2026-05-07

CITIGROUP INC

15.15%

Shares2.4K

Event2026-03-31

Filed2026-05-07

BLCR

BLACKROCK ETF TRUST

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

TJUL

INNOVATOR ETFS TRUST

14.23%

Shares8.2K

Event2026-03-31

Filed2026-05-07

GENERAL DYNAMICS CORP

0.00%

Shares700

Event2026-03-31

Filed2026-05-07

QBUL

ELEVATION SERIES TRUST

145.00%

Shares10.1K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB STRATEGIC TR

51.90%

Shares9.4K

Event2026-03-31

Filed2026-05-07

SHLD

GLOBAL X FDS

245.05%

Shares3.2K

Event2026-03-31

Filed2026-05-07

IUSB

ISHARES TR

97.53%

Shares5.0K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

154.39%

Shares753

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC

38.77%

Shares3.7K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

98.78%

Shares650

Event2026-03-31

Filed2026-05-07

ALPHABET INC

45.56%

Shares639

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-23.35%

Shares302

Event2026-03-31

Filed2026-05-07

QBER

ELEVATION SERIES TRUST

-46.09%

Shares7.4K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD INDEX FDS

35.67%

Shares407

Event2026-03-31

Filed2026-05-07

AT&T INC

26.31%

Shares6.0K

Event2026-03-31

Filed2026-05-07

CFO

VICTORY PORTFOLIOS II

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-07

XLB

SELECT SECTOR SPDR TR

New

Shares3.2K

Event2026-03-31

Filed2026-05-07

DIVY

TIDAL TRUST I

127.98%

Shares5.7K

Event2026-03-31

Filed2026-05-07

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

-85.56%

Shares1.4K

Event2026-03-31

Filed2026-05-07

IBM

INTERNATIONAL BUSINESS MACHS

63.12%

Shares628

Event2026-03-31

Filed2026-05-07

CFG

CITIZENS FINL GROUP INC

32.72%

Shares2.5K

Event2026-03-31

Filed2026-05-07

GEF.B

GREIF INC

27.47%

Shares1.7K

Event2026-03-31

Filed2026-05-07

GOVT

ISHARES TR

1912.04%

Shares6.0K

Event2026-03-31

Filed2026-05-07

ZAUG

INNOVATOR ETFS TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-05-07

SPDW

SPDR INDEX SHS FDS

129350.00%

Shares2.6K

Event2026-03-31

Filed2026-05-07

PFG

PRINCIPAL FINANCIAL GROUP IN

33.06%

Shares1.3K

Event2026-03-31

Filed2026-05-07

JULU

AIM ETF PRODUCTS TRUST

40.14%

Shares4.1K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES TR

New

Shares322

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP INC

257.63%

Shares422

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

-58.91%

Shares265

Event2026-03-31

Filed2026-05-07

PFE

PFIZER INC

38.02%

Shares3.8K

Event2026-03-31

Filed2026-05-07