Sponsored

The Analysis of Keystone Wealth Services, LLC's Holdings & P&L

Currently, Keystone Wealth Services, LLC holds 293 types of securities in its portfolio with a total value $467.6M. In the most recent quarter, they have increased their positions in FJUN (+177.4K shares, valued at $10.0M), FMAY (+166.5K shares, valued at $8.8M), FMAR (+107.0K shares, valued at $5.2M); decreased their positions in PMAY (-235.9K shares, valued at $9.4M), QJUN (-160.7K shares, valued at $5.0M), GJUN (-98.8K shares, valued at $3.9M); initiated new positions in FJUN (+177.4K shares, valued at $10.0M), FMAY (+166.5K shares, valued at $8.8M), FMAR (+107.0K shares, valued at $5.2M).

1M P&L

+2.8M+0.60%

3M P&L

+17.5M+3.88%

HY P&L

+17.2M+3.81%

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/A301.6M

70.2%

2Consumer Electronics19.1M

4.4%

3Oil & Gas Integrated17.7M

4.1%

Top Industries by Stock Count

1N/A202 stocks

72.9%

2Drug Manufacturers - General6 stocks

2.2%

3Semiconductors6 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR41.1K shares0.41%2026-03-312026-05-13

AAPL APPLE INC75.1K shares-5.90%2026-03-312026-05-13

NVDA NVIDIA CORPORATION74.7K shares-9.35%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR22.1K shares-4.59%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T16.0K shares-0.70%2026-03-312026-05-13

FJUN FIRST TR EXCHNG TRADED FD VI177.4K sharesnew addition2026-03-312026-05-13

MSFT MICROSOFT CORP25.4K shares1.78%2026-03-312026-05-13

FMAY FIRST TR EXCHNG TRADED FD VI166.5K sharesnew addition2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION41.6K shares-1.86%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR177.9K shares-1.07%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION7.8K shares-11.05%2026-03-312026-05-13

XOM EXXON MOBIL CORP44.9K shares-16.71%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS12.7K shares-1.75%2026-03-312026-05-13

FBCG FIDELITY COVINGTON TRUST143.2K shares13.84%2026-03-312026-05-13

COP CONOCOPHILLIPS54.1K shares-1.63%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST95.6K shares53.40%2026-03-312026-05-13

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL13.7K shares-4.64%2026-03-312026-05-13

FMAR FIRST TR EXCHNG TRADED FD VI107.0K sharesnew addition2026-03-312026-05-13

FSEP FIRST TR EXCHNG TRADED FD VI94.3K sharesnew addition2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS22.1K shares0.43%2026-03-312026-05-13

FIXD FIRST TR EXCHNG TRADED FD VI103.3K shares0.57%2026-03-312026-05-13

ESGU ISHARES TR30.6K shares-0.71%2026-03-312026-05-13

AMZN AMAZON COM INC20.7K shares-17.20%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI126.6K sharesnew addition2026-03-312026-05-13

Sponsored

IGEB ISHARES TR86.6K shares0.39%2026-03-312026-05-13

FQAL FIDELITY COVINGTON TRUST51.7K shares0.49%2026-03-312026-05-13

FFEB FIRST TR EXCHNG TRADED FD VI66.4K sharesnew addition2026-03-312026-05-13

IVW ISHARES TR32.4K shares-2.58%2026-03-312026-05-13

FJUL FIRST TR EXCHNG TRADED FD VI66.2K sharesnew addition2026-03-312026-05-13

VGUS VANGUARD INSTL INDEX FD46.5K shares60.99%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR71.4K sharesnew addition2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR139.8K shares0.83%2026-03-312026-05-13

Sponsored

FDEC FIRST TR EXCHNG TRADED FD VI62.3K sharesnew addition2026-03-312026-05-13

QUAL ISHARES TR15.7K shares2.53%2026-03-312026-05-13

WFC WELLS FARGO & CO36.5K shares1.42%2026-03-312026-05-13

JGRO J P MORGAN EXCHANGE TRADED F34.1K shares-0.84%2026-03-312026-05-13

PSX PHILLIPS 6615.8K shares0.50%2026-03-312026-05-13

FJAN FIRST TR EXCHNG TRADED FD VI54.3K sharesnew addition2026-03-312026-05-13

PAUG INNOVATOR ETFS TRUST63.8K shares-14.36%2026-03-312026-05-13

FAUG FIRST TR EXCHNG TRADED FD VI51.3K sharesnew addition2026-03-312026-05-13

Sponsored

TSLA TESLA INC7.0K shares-10.15%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II10.7K shares1.88%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F53.2K sharesnew addition2026-03-312026-05-13

FEX FIRST TR EXCHANGE-TRADED ALP20.2K sharesnew addition2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.1K shares0.33%2026-03-312026-05-13

FNOV FIRST TR EXCHNG TRADED FD VI45.5K sharesnew addition2026-03-312026-05-13

PNOV INNOVATOR ETFS TRUST59.4K sharesnew addition2026-03-312026-05-13

QSPT FIRST TR EXCHNG TRADED FD VI78.9K sharesnew addition2026-03-312026-05-13

Sponsored

JPM JPMORGAN CHASE & CO8.2K shares-16.14%2026-03-312026-05-13

FTSM FIRST TR EXCHANGE-TRADED FD38.4K shares-3.18%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC5.2K shares-1.64%2026-03-312026-05-13

IYW ISHARES TR12.0K shares-5.50%2026-03-312026-05-13

IEMG ISHARES INC30.7K shares3.34%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC10.4K shares13.77%2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.2K shares0.68%2026-03-312026-05-13

QJUN FIRST TR EXCHNG TRADED FD VI64.7K shares-71.29%2026-03-312026-05-13

Sponsored

NET CLOUDFLARE INC9.5K shares-15.29%2026-03-312026-05-13

EFG ISHARES TR17.0K shares2.21%2026-03-312026-05-13

IGV ISHARES TR23.3K sharesnew addition2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.7K shares-26.57%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD27.1K shares138.22%2026-03-312026-05-13

BBUS J P MORGAN EXCHANGE TRADED F15.6K sharesnew addition2026-03-312026-05-13

MUB ISHARES TR16.6K shares2.45%2026-03-312026-05-13

VTV VANGUARD INDEX FDS8.6K shares1.21%2026-03-312026-05-13

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI47.7K sharesnew addition2026-03-312026-05-13

PSEP INNOVATOR ETFS TRUST38.7K sharesnew addition2026-03-312026-05-13

FTC FIRST TR EXCHANGE-TRADED ALP10.7K sharesnew addition2026-03-312026-05-13

CGBL CAPITAL GROUP CORE BALANCED47.8K shares-0.75%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS22.3K shares12.84%2026-03-312026-05-13

FAPR FIRST TR EXCHNG TRADED FD VI36.2K sharesnew addition2026-03-312026-05-13

IWM ISHARES TR6.5K shares-0.03%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC11.0K shares-2.34%2026-03-312026-05-13

Sponsored

BINC BLACKROCK ETF TRUST II30.9K shares191.51%2026-03-312026-05-13

IWD ISHARES TR7.4K shares-14.20%2026-03-312026-05-13

GMAR FIRST TR EXCHNG TRADED FD VI37.2K sharesnew addition2026-03-312026-05-13

PMAR INNOVATOR ETFS TRUST34.3K sharesnew addition2026-03-312026-05-13

DFEB FIRST TR EXCHNG TRADED FD VI32.2K sharesnew addition2026-03-312026-05-13

CGIC CAPITAL GROUP INTERNATIONAL45.2K sharesnew addition2026-03-312026-05-13

SPYM SPDR SERIES TRUST19.4K sharesnew addition2026-03-312026-05-13

PJUL INNOVATOR ETFS TRUST32.2K sharesnew addition2026-03-312026-05-13

Sponsored

SPMD SPDR SERIES TRUST24.9K sharesnew addition2026-03-312026-05-13

NAPR INNOVATOR ETFS TRUST26.8K shares-21.34%2026-03-312026-05-13

GJUN FIRST TR EXCHNG TRADED FD VI36.6K shares-72.98%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR16.3K shares-26.97%2026-03-312026-05-13

QDEC FIRST TR EXCHNG TRADED FD VI45.7K sharesnew addition2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS30.9K shares5.54%2026-03-312026-05-13

SBUX STARBUCKS CORP15.6K shares-0.17%2026-03-312026-05-13

ICVT ISHARES TR13.6K shares0.38%2026-03-312026-05-13

Sponsored

GFEB FIRST TR EXCHNG TRADED FD VI33.2K sharesnew addition2026-03-312026-05-13

BUFD FIRST TR EXCHNG TRADED FD VI48.5K sharesnew addition2026-03-312026-05-13

META META PLATFORMS INC2.4K shares-6.25%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD14.5K shares0.01%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F23.9K shares77.70%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST40.2K shares-2.74%2026-03-312026-05-13

CCJ CAMECO CORP12.1K shares4.29%2026-03-312026-05-13

VTI VANGUARD INDEX FDS4.0K shares3.17%2026-03-312026-05-13

Sponsored

XLG INVESCO EXCHANGE TRADED FD T22.8K shares9.75%2026-03-312026-05-13

DNOV FIRST TR EXCHNG TRADED FD VI26.0K sharesnew addition2026-03-312026-05-13

BUFZ FIRST TR EXCHNG TRADED FD VI47.0K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC3.6K shares-0.45%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.9K shares-7.81%2026-03-312026-05-13

IUSB ISHARES TR25.8K shares15.47%2026-03-312026-05-13

GAPR FIRST TR EXCHNG TRADED FD VI29.1K sharesnew addition2026-03-312026-05-13

QMAR FIRST TR EXCHNG TRADED FD VI34.9K sharesnew addition2026-03-312026-05-13

Sponsored

IWF ISHARES TR2.7K shares-16.96%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP1.3K shares0.16%2026-03-312026-05-13

EFA ISHARES TR11.5K shares-3.82%2026-03-312026-05-13

USMV ISHARES TR12.0K shares-18.57%2026-03-312026-05-13

PPA INVESCO EXCHANGE TRADED FD T6.7K shares-21.65%2026-03-312026-05-13

FOCT FIRST TR EXCHNG TRADED FD VI23.1K sharesnew addition2026-03-312026-05-13

TOPT ISHARES TR38.4K shares-11.86%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC6.6K shares-10.87%2026-03-312026-05-13

Sponsored

GMAY FIRST TR EXCHNG TRADED FD VI26.0K sharesnew addition2026-03-312026-05-13

ITOT ISHARES TR7.4K shares0.01%2026-03-312026-05-13

FNX FIRST TR EXCHANGE-TRADED ALP8.1K sharesnew addition2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD20.9K shares-9.89%2026-03-312026-05-13

VO VANGUARD INDEX FDS3.5K shares0.71%2026-03-312026-05-13

SPBO SPDR SERIES TRUST33.8K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR37.3K shares0.12%2026-03-312026-05-13

BUFY FIRST TR EXCHNG TRADED FD VI42.6K shares-68.65%2026-03-312026-05-13

Sponsored

EMB ISHARES TR10.1K shares-32.91%2026-03-312026-05-13

VLU SPDR SERIES TRUST4.4K sharesnew addition2026-03-312026-05-13

EFV ISHARES TR12.7K shares16.63%2026-03-312026-05-13

IXN ISHARES TR9.4K shares0.00%2026-03-312026-05-13

FTCB FIRST TR EXCHANGE-TRADED FD44.2K shares1.28%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.8K shares-2.46%2026-03-312026-05-13

SPAB SPDR SERIES TRUST35.4K sharesnew addition2026-03-312026-05-13

V VISA INC3.0K shares-23.66%2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC1.3K shares-14.85%2026-03-312026-05-13

PFEB INNOVATOR ETFS TRUST22.3K sharesnew addition2026-03-312026-05-13

HD HOME DEPOT INC2.7K shares-0.04%2026-03-312026-05-13

FTA FIRST TR EXCHANGE-TRADED ALP9.4K sharesnew addition2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR13.9K shares180.78%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD13.6K shares94.34%2026-03-312026-05-13

SHOP SHOPIFY INC7.1K shares8.62%2026-03-312026-05-13

SLYG SPDR SERIES TRUST8.7K sharesnew addition2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC2.9K shares-4.24%2026-03-312026-05-13

OZ BELPOINTE PREP LLC15.6K shares0.00%2026-03-312026-05-13

WMT WALMART INC6.5K shares6.55%2026-03-312026-05-13

DJAN FIRST TR EXCHNG TRADED FD VI18.9K shares-61.55%2026-03-312026-05-13

IJH ISHARES TR11.9K shares-3.92%2026-03-312026-05-13

VLUE ISHARES TR5.5K shares0.05%2026-03-312026-05-13

PJAN INNOVATOR ETFS TRUST16.8K sharesnew addition2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.8K shares14.53%2026-03-312026-05-13

Sponsored

SPHY SPDR SERIES TRUST32.9K sharesnew addition2026-03-312026-05-13

NLR VANECK ETF TRUST5.7K sharesnew addition2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F13.2K sharesnew addition2026-03-312026-05-13

AMGN AMGEN INC2.1K shares-2.39%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-3.11%2026-03-312026-05-13

RTH VANECK ETF TRUST2.9K shares-21.33%2026-03-312026-05-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR23.0K shares12.19%2026-03-312026-05-13

Sponsored

CVE CENOVUS ENERGY INC26.1K shares6.92%2026-03-312026-05-13

HYDB ISHARES TR14.8K shares1.21%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F13.6K shares190.60%2026-03-312026-05-13

MO ALTRIA GROUP INC10.4K shares-24.66%2026-03-312026-05-13

ABBV ABBVIE INC3.1K shares-24.68%2026-03-312026-05-13

DIS DISNEY WALT CO7.0K shares-11.64%2026-03-312026-05-13

DVY ISHARES TR4.4K shares-3.24%2026-03-312026-05-13

VV VANGUARD INDEX FDS2.2K shares-6.71%2026-03-312026-05-13

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD3.1K sharesnew addition2026-03-312026-05-13

GJAN FIRST TR EXCHNG TRADED FD VI15.8K sharesnew addition2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS4.4K shares-0.02%2026-03-312026-05-13

IR INGERSOLL RAND INC8.0K shares0.00%2026-03-312026-05-13

GSEP FIRST TR EXCHNG TRADED FD VI16.4K sharesnew addition2026-03-312026-05-13

IVE ISHARES TR2.9K shares33.85%2026-03-312026-05-13

CAH CARDINAL HEALTH INC2.9K shares0.17%2026-03-312026-05-13

RFEM FIRST TR EXCH TRADED FD III7.5K sharesnew addition2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.6.4K shares2.97%2026-03-312026-05-13

DAL DELTA AIR LINES INC9.2K shares0.29%2026-03-312026-05-13

FYX FIRST TR EXCHANGE-TRADED ALP5.1K sharesnew addition2026-03-312026-05-13

GJUL FIRST TR EXCHNG TRADED FD VI14.9K sharesnew addition2026-03-312026-05-13

FDMO FIDELITY COVINGTON TRUST7.5K shares1.15%2026-03-312026-05-13

MISL FIRST TR EXCHANGE-TRADED FD13.4K sharesnew addition2026-03-312026-05-13

BAPR INNOVATOR ETFS TRUST12.1K shares0.00%2026-03-312026-05-13

UAUG INNOVATOR ETFS TRUST14.6K sharesnew addition2026-03-312026-05-13

Sponsored

FESM FIDELITY COVINGTON TRUST15.0K shares3.25%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS11.4K shares0.53%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.9K shares-0.53%2026-03-312026-05-13

VTEC VANGUARD CALIF TAX FREE FDS5.7K shares0.37%2026-03-312026-05-13

FVD FIRST TR EXCHANGE-TRADED FD11.6K sharesnew addition2026-03-312026-05-13

RTX RTX CORPORATION2.8K shares23.54%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP898 shares0.45%2026-03-312026-05-13

SU SUNCOR ENERGY INC NEW8.1K shares0.00%2026-03-312026-05-13

Sponsored

DIA STATE STR SPDR DOW JONES IND1.1K shares-13.67%2026-03-312026-05-13

GBIL GOLDMAN SACHS ETF TR5.1K shares95.29%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L13.4K shares1.09%2026-03-312026-05-13

ORCL ORACLE CORP3.4K shares67.82%2026-03-312026-05-13

QQEW FIRST TR EXCHANGE-TRADED FD3.9K shares0.00%2026-03-312026-05-13

SFEB FIRST TR EXCHNG TRADED FD VI20.9K shares1.95%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST12.7K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP1.6K shares-5.03%2026-03-312026-05-13

Sponsored

BCAL CALIFORNIA BANCORP27.8K shares0.00%2026-03-312026-05-13

IJR ISHARES TR3.9K shares-4.27%2026-03-312026-05-13

CMI CUMMINS INC910 shares0.33%2026-03-312026-05-13

PAPR INNOVATOR ETFS TRUST12.1K shares-10.63%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.4K shares-6.42%2026-03-312026-05-13

BAUG INNOVATOR ETFS TRUST9.6K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.0K shares0.00%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP2.1K shares-8.85%2026-03-312026-05-13

Sponsored

IFRA ISHARES TR8.0K shares2.22%2026-03-312026-05-13

PSI INVESCO EXCHANGE TRADED FD T4.8K sharesnew addition2026-03-312026-05-13

IRT INDEPENDENCE RLTY TR INC30.2K shares0.00%2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST20.7K sharesnew addition2026-03-312026-05-13

LLY ELI LILLY & CO478 shares0.21%2026-03-312026-05-13

DOCT FIRST TR EXCHNG TRADED FD VI10.1K shares-86.09%2026-03-312026-05-13

FIIG FIRST TR EXCHANGE-TRADED FD21.0K shares0.00%2026-03-312026-05-13

NJUL INNOVATOR ETFS TRUST6.1K shares-37.82%2026-03-312026-05-13

Sponsored

IAUM ISHARES GOLD TR9.0K sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABORATORIES4.0K shares-0.82%2026-03-312026-05-13

STIP ISHARES TR3.9K shares-0.28%2026-03-312026-05-13

GAUG FIRST TR EXCHNG TRADED FD VI10.4K sharesnew addition2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO6.6K shares-9.28%2026-03-312026-05-13

NJAN INNOVATOR ETFS TRUST7.5K sharesnew addition2026-03-312026-05-13

CORP PIMCO ETF TR4.1K shares0.00%2026-03-312026-05-13

ARTY ISHARES TR8.3K shares0.64%2026-03-312026-05-13

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST4.0K sharesnew addition2026-03-312026-05-13

FNY FIRST TR EXCHANGE-TRADED ALP4.2K shares0.00%2026-03-312026-05-13

IWO ISHARES TR1.2K shares0.00%2026-03-312026-05-13

GOCT FIRST TR EXCHNG TRADED FD VI9.7K sharesnew addition2026-03-312026-05-13

PDI PIMCO DYNAMIC INCOME FD21.8K sharesnew addition2026-03-312026-05-13

LOW LOWES COS INC1.6K shares0.26%2026-03-312026-05-13

IWB ISHARES TR1.0K shares0.10%2026-03-312026-05-13

COKE COCA COLA CONS INC1.9K shares9.89%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD516 shares0.00%2026-03-312026-05-13

BUFS FIRST TR EXCHNG TRADED FD VI15.6K sharesnew addition2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR11.5K shares0.03%2026-03-312026-05-13

AAPR INNOVATOR ETFS TRUST12.2K shares0.00%2026-03-312026-05-13

BFEB INNOVATOR ETFS TRUST7.4K shares6.74%2026-03-312026-05-13

KEYS KEYSIGHT TECHNOLOGIES INC1.2K shares0.33%2026-03-312026-05-13

NNOV INNOVATOR ETFS TRUST12.0K sharesnew addition2026-03-312026-05-13

FSMB FIRST TR EXCH TRADED FD III16.5K shares0.00%2026-03-312026-05-13

Sponsored

COIN COINBASE GLOBAL INC1.9K shares-0.16%2026-03-312026-05-13

LQD ISHARES TR3.0K shares-69.00%2026-03-312026-05-13

OKLO OKLO INC6.6K sharesnew addition2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR11.2K shares7.33%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR7.0K sharesnew addition2026-03-312026-05-13

FDT FIRST TR EXCH TRD ALPHDX FD3.7K shares0.82%2026-03-312026-05-13

QCOM QUALCOMM INC2.5K shares17.80%2026-03-312026-05-13

IJS ISHARES TR2.7K shares-11.71%2026-03-312026-05-13

Sponsored

INTU INTUIT734 shares0.00%2026-03-312026-05-13

XDEC FIRST TR EXCHNG TRADED FD VI7.9K sharesnew addition2026-03-312026-05-13

BOND PIMCO ETF TR3.4K shares-5.43%2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST16.6K sharesnew addition2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC6.1K shares0.17%2026-03-312026-05-13

PMAY INNOVATOR ETFS TRUST7.5K shares-96.90%2026-03-312026-05-13

PFE PFIZER INC10.6K shares-0.59%2026-03-312026-05-13

AFMC FIRST TR EXCHNG TRADED FD VI8.3K sharesnew addition2026-03-312026-05-13

Sponsored

MGK VANGUARD WORLD FD787 shares9.15%2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD1.2K shares-64.16%2026-03-312026-05-13

FLOT ISHARES TR5.6K shares-5.48%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP3.0K shares0.27%2026-03-312026-05-13

TAN INVESCO EXCH TRADED FD TR II4.9K shares0.00%2026-03-312026-05-13

CRWV COREWEAVE INC3.5K sharesnew addition2026-03-312026-05-13

O REALTY INCOME CORP4.5K shares-29.59%2026-03-312026-05-13

IBDT ISHARES TR10.7K shares-0.97%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO1.9K shares1.14%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR5.3K shares-46.64%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR6.4K sharesnew addition2026-03-312026-05-13

POCT INNOVATOR ETFS TRUST6.0K sharesnew addition2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST3.6K sharesnew addition2026-03-312026-05-13

LIT GLOBAL X FDS3.5K shares-9.76%2026-03-312026-05-13

MUC BLACKROCK MUNIHLDNGS CALI24.5K shares-0.04%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR8.8K shares-19.93%2026-03-312026-05-13

Sponsored

BMAR INNOVATOR ETFS TRUST4.9K shares0.00%2026-03-312026-05-13

BP BP PLC5.3K sharesnew addition2026-03-312026-05-13

IDU ISHARES TR2.1K shares0.00%2026-03-312026-05-13

QMMY FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2026-03-312026-05-13

NJUN INNOVATOR ETFS TRUST7.8K shares0.00%2026-03-312026-05-13

IWN ISHARES TR1.3K shares-3.19%2026-03-312026-05-13

ESGE ISHARES INC5.3K shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP691 shares0.29%2026-03-312026-05-13

Sponsored

MDLZ MONDELEZ INTL INC4.0K shares-14.35%2026-03-312026-05-13

INTC INTEL CORP5.2K sharesnew addition2026-03-312026-05-13

KO COCA COLA CO3.0K shares-0.92%2026-03-312026-05-13

CELC CELCUITY INC2.0K shares-19.19%2026-03-312026-05-13

DHR DANAHER CORP DEL1.2K shares0.34%2026-03-312026-05-13

IYH ISHARES TR3.6K shares0.00%2026-03-312026-05-13

A AGILENT TECHNOLOGIES INC1.9K shares0.21%2026-03-312026-05-13

GLD SPDR GOLD TR510 shares-54.75%2026-03-312026-05-13

Sponsored

KJAN INNOVATOR ETFS TRUST5.2K sharesnew addition2026-03-312026-05-13

XIDE FIRST TR EXCHNG TRADED FD VI7.2K shares-57.91%2026-03-312026-05-13

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-05-13

NOCT INNOVATOR ETFS TRUST3.7K sharesnew addition2026-03-312026-05-13

GNOV FIRST TR EXCHNG TRADED FD VI5.3K sharesnew addition2026-03-312026-05-13

BJAN INNOVATOR ETFS TRUST3.8K sharesnew addition2026-03-312026-05-13

BBAI BIGBEAR AI HLDGS INC57.7K shares58.99%2026-03-312026-05-13

EWJ ISHARES INC2.4K sharesnew addition2026-03-312026-05-13

Sponsored

MTUM ISHARES TR836 shares-6.90%2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST10.4K sharesnew addition2026-03-312026-05-13

NAD NUVEEN QUALITY MUNCP INCOME12.7K shares0.00%2026-03-312026-05-13

HFRO HIGHLAND OPPS & INCOME FD21.3K shares1.94%2026-03-312026-05-13

DNN DENISON MINES CORP20.0K shares-3.45%2026-03-312026-05-13

IVV

ISHARES TR

0.41%

Shares41.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-5.90%

Shares75.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-9.35%

Shares74.7K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-4.59%

Shares22.1K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-0.70%

Shares16.0K

Event2026-03-31

Filed2026-05-13

FJUN

FIRST TR EXCHNG TRADED FD VI

New

Shares177.4K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

1.78%

Shares25.4K

Event2026-03-31

Filed2026-05-13

FMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares166.5K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-1.86%

Shares41.6K

Event2026-03-31

Filed2026-05-13

FBND

FIDELITY MERRIMACK STR TR

-1.07%

Shares177.9K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-11.05%

Shares7.8K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-16.71%

Shares44.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.75%

Shares12.7K

Event2026-03-31

Filed2026-05-13

FBCG

FIDELITY COVINGTON TRUST

13.84%

Shares143.2K

Event2026-03-31

Filed2026-05-13

COP

CONOCOPHILLIPS

-1.63%

Shares54.1K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

53.40%

Shares95.6K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PL

-4.64%

Shares13.7K

Event2026-03-31

Filed2026-05-13

FMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares107.0K

Event2026-03-31

Filed2026-05-13

FSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares94.3K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

0.43%

Shares22.1K

Event2026-03-31

Filed2026-05-13

FIXD

FIRST TR EXCHNG TRADED FD VI

0.57%

Shares103.3K

Event2026-03-31

Filed2026-05-13

ESGU

ISHARES TR

-0.71%

Shares30.6K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-17.20%

Shares20.7K

Event2026-03-31

Filed2026-05-13

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares126.6K

Event2026-03-31

Filed2026-05-13

IGEB

ISHARES TR

0.39%

Shares86.6K

Event2026-03-31

Filed2026-05-13

FQAL

FIDELITY COVINGTON TRUST

0.49%

Shares51.7K

Event2026-03-31

Filed2026-05-13

FFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares66.4K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-2.58%

Shares32.4K

Event2026-03-31

Filed2026-05-13

FJUL

FIRST TR EXCHNG TRADED FD VI

New

Shares66.2K

Event2026-03-31

Filed2026-05-13

VGUS

VANGUARD INSTL INDEX FD

60.99%

Shares46.5K

Event2026-03-31

Filed2026-05-13

FNDF

SCHWAB STRATEGIC TR

New

Shares71.4K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB STRATEGIC TR

0.83%

Shares139.8K

Event2026-03-31

Filed2026-05-13

FDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares62.3K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

2.53%

Shares15.7K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

1.42%

Shares36.5K

Event2026-03-31

Filed2026-05-13

JGRO

J P MORGAN EXCHANGE TRADED F

-0.84%

Shares34.1K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

0.50%

Shares15.8K

Event2026-03-31

Filed2026-05-13

FJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares54.3K

Event2026-03-31

Filed2026-05-13

PAUG

INNOVATOR ETFS TRUST

-14.36%

Shares63.8K

Event2026-03-31

Filed2026-05-13

FAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares51.3K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

-10.15%

Shares7.0K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

1.88%

Shares10.7K

Event2026-03-31

Filed2026-05-13

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares53.2K

Event2026-03-31

Filed2026-05-13

FEX

FIRST TR EXCHANGE-TRADED ALP

New

Shares20.2K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.33%

Shares5.1K

Event2026-03-31

Filed2026-05-13

FNOV

FIRST TR EXCHNG TRADED FD VI

New

Shares45.5K

Event2026-03-31

Filed2026-05-13

PNOV

INNOVATOR ETFS TRUST

New

Shares59.4K

Event2026-03-31

Filed2026-05-13

QSPT

FIRST TR EXCHNG TRADED FD VI

New

Shares78.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-16.14%

Shares8.2K

Event2026-03-31

Filed2026-05-13

FTSM

FIRST TR EXCHANGE-TRADED FD

-3.18%

Shares38.4K

Event2026-03-31

Filed2026-05-13

TRANE TECHNOLOGIES PLC

-1.64%

Shares5.2K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES TR

-5.50%

Shares12.0K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

3.34%

Shares30.7K

Event2026-03-31

Filed2026-05-13

AMD

ADVANCED MICRO DEVICES INC

13.77%

Shares10.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.68%

Shares7.2K

Event2026-03-31

Filed2026-05-13

QJUN

FIRST TR EXCHNG TRADED FD VI

-71.29%

Shares64.7K

Event2026-03-31

Filed2026-05-13

NET

CLOUDFLARE INC

-15.29%

Shares9.5K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

2.21%

Shares17.0K

Event2026-03-31

Filed2026-05-13

IGV

ISHARES TR

New

Shares23.3K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-26.57%

Shares9.7K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

138.22%

Shares27.1K

Event2026-03-31

Filed2026-05-13

BBUS

J P MORGAN EXCHANGE TRADED F

New

Shares15.6K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

2.45%

Shares16.6K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

1.21%

Shares8.6K

Event2026-03-31

Filed2026-05-13

BUFQ

FIRST TR EXCHNG TRADED FD VI

New

Shares47.7K

Event2026-03-31

Filed2026-05-13

PSEP

INNOVATOR ETFS TRUST

New

Shares38.7K

Event2026-03-31

Filed2026-05-13

FTC

FIRST TR EXCHANGE-TRADED ALP

New

Shares10.7K

Event2026-03-31

Filed2026-05-13

CGBL

CAPITAL GROUP CORE BALANCED

-0.75%

Shares47.8K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

12.84%

Shares22.3K

Event2026-03-31

Filed2026-05-13

FAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares36.2K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

-0.03%

Shares6.5K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

-2.34%

Shares11.0K

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

191.51%

Shares30.9K

Event2026-03-31

Filed2026-05-13

IWD

ISHARES TR

-14.20%

Shares7.4K

Event2026-03-31

Filed2026-05-13

GMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares37.2K

Event2026-03-31

Filed2026-05-13

PMAR

INNOVATOR ETFS TRUST

New

Shares34.3K

Event2026-03-31

Filed2026-05-13

DFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares32.2K

Event2026-03-31

Filed2026-05-13

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares45.2K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

New

Shares19.4K

Event2026-03-31

Filed2026-05-13

PJUL

INNOVATOR ETFS TRUST

New

Shares32.2K

Event2026-03-31

Filed2026-05-13

SPMD

SPDR SERIES TRUST

New

Shares24.9K

Event2026-03-31

Filed2026-05-13

NAPR

INNOVATOR ETFS TRUST

-21.34%

Shares26.8K

Event2026-03-31

Filed2026-05-13

GJUN

FIRST TR EXCHNG TRADED FD VI

-72.98%

Shares36.6K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

-26.97%

Shares16.3K

Event2026-03-31

Filed2026-05-13

QDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares45.7K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

5.54%

Shares30.9K

Event2026-03-31

Filed2026-05-13

SBUX

STARBUCKS CORP

-0.17%

Shares15.6K

Event2026-03-31

Filed2026-05-13

ICVT

ISHARES TR

0.38%

Shares13.6K

Event2026-03-31

Filed2026-05-13

GFEB

FIRST TR EXCHNG TRADED FD VI

New

Shares33.2K

Event2026-03-31

Filed2026-05-13

BUFD

FIRST TR EXCHNG TRADED FD VI

New

Shares48.5K

Event2026-03-31

Filed2026-05-13

META

META PLATFORMS INC

-6.25%

Shares2.4K

Event2026-03-31

Filed2026-05-13

FTCS

FIRST TR EXCHANGE-TRADED FD

0.01%

Shares14.5K

Event2026-03-31

Filed2026-05-13

JEPQ

J P MORGAN EXCHANGE TRADED F

77.70%

Shares23.9K

Event2026-03-31

Filed2026-05-13

BAI

BLACKROCK ETF TRUST

-2.74%

Shares40.2K

Event2026-03-31

Filed2026-05-13

CCJ

CAMECO CORP

4.29%

Shares12.1K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

3.17%

Shares4.0K

Event2026-03-31

Filed2026-05-13

XLG

INVESCO EXCHANGE TRADED FD T

9.75%

Shares22.8K

Event2026-03-31

Filed2026-05-13

DNOV

FIRST TR EXCHNG TRADED FD VI

New

Shares26.0K

Event2026-03-31

Filed2026-05-13

BUFZ

FIRST TR EXCHNG TRADED FD VI

New

Shares47.0K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

-0.45%

Shares3.6K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

-7.81%

Shares3.9K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

15.47%

Shares25.8K

Event2026-03-31

Filed2026-05-13

GAPR

FIRST TR EXCHNG TRADED FD VI

New

Shares29.1K

Event2026-03-31

Filed2026-05-13

QMAR

FIRST TR EXCHNG TRADED FD VI

New

Shares34.9K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-16.96%

Shares2.7K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

0.16%

Shares1.3K

Event2026-03-31

Filed2026-05-13

EFA

ISHARES TR

-3.82%

Shares11.5K

Event2026-03-31

Filed2026-05-13

USMV

ISHARES TR

-18.57%

Shares12.0K

Event2026-03-31

Filed2026-05-13

PPA

INVESCO EXCHANGE TRADED FD T

-21.65%

Shares6.7K

Event2026-03-31

Filed2026-05-13

FOCT

FIRST TR EXCHNG TRADED FD VI

New

Shares23.1K

Event2026-03-31

Filed2026-05-13

TOPT

ISHARES TR

-11.86%

Shares38.4K

Event2026-03-31

Filed2026-05-13

PHILIP MORRIS INTL INC

-10.87%

Shares6.6K

Event2026-03-31

Filed2026-05-13

GMAY

FIRST TR EXCHNG TRADED FD VI

New

Shares26.0K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

0.01%

Shares7.4K

Event2026-03-31

Filed2026-05-13

FNX

FIRST TR EXCHANGE-TRADED ALP

New

Shares8.1K

Event2026-03-31

Filed2026-05-13

LMBS

FIRST TR EXCHANGE-TRADED FD

-9.89%

Shares20.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.71%

Shares3.5K

Event2026-03-31

Filed2026-05-13

SPBO

SPDR SERIES TRUST

New

Shares33.8K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

0.12%

Shares37.3K

Event2026-03-31

Filed2026-05-13

BUFY

FIRST TR EXCHNG TRADED FD VI

-68.65%

Shares42.6K

Event2026-03-31

Filed2026-05-13

EMB

ISHARES TR

-32.91%

Shares10.1K

Event2026-03-31

Filed2026-05-13

VLU

SPDR SERIES TRUST

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

16.63%

Shares12.7K

Event2026-03-31

Filed2026-05-13

IXN

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-13

FTCB

FIRST TR EXCHANGE-TRADED FD

1.28%

Shares44.2K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-2.46%

Shares3.8K

Event2026-03-31

Filed2026-05-13

SPAB

SPDR SERIES TRUST

New

Shares35.4K

Event2026-03-31

Filed2026-05-13

VISA INC

-23.66%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CAT

CATERPILLAR INC

-14.85%

Shares1.3K

Event2026-03-31

Filed2026-05-13

PFEB

INNOVATOR ETFS TRUST

New

Shares22.3K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-0.04%

Shares2.7K

Event2026-03-31

Filed2026-05-13

FTA

FIRST TR EXCHANGE-TRADED ALP

New

Shares9.4K

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

180.78%

Shares13.9K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

94.34%

Shares13.6K

Event2026-03-31

Filed2026-05-13

SHOP

SHOPIFY INC

8.62%

Shares7.1K

Event2026-03-31

Filed2026-05-13

SLYG

SPDR SERIES TRUST

New

Shares8.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-4.24%

Shares2.9K

Event2026-03-31

Filed2026-05-13

BELPOINTE PREP LLC

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

6.55%

Shares6.5K

Event2026-03-31

Filed2026-05-13

DJAN

FIRST TR EXCHNG TRADED FD VI

-61.55%

Shares18.9K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

-3.92%

Shares11.9K

Event2026-03-31

Filed2026-05-13

VLUE

ISHARES TR

0.05%

Shares5.5K

Event2026-03-31

Filed2026-05-13

PJAN

INNOVATOR ETFS TRUST

New

Shares16.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

14.53%

Shares1.8K

Event2026-03-31

Filed2026-05-13

SPHY

SPDR SERIES TRUST

New

Shares32.9K

Event2026-03-31

Filed2026-05-13

NLR

VANECK ETF TRUST

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares13.2K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-2.39%

Shares2.1K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.11%

Shares2.2K

Event2026-03-31

Filed2026-05-13

RTH

VANECK ETF TRUST

-21.33%

Shares2.9K

Event2026-03-31

Filed2026-05-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

12.19%

Shares23.0K

Event2026-03-31

Filed2026-05-13

CVE

CENOVUS ENERGY INC

6.92%

Shares26.1K

Event2026-03-31

Filed2026-05-13

HYDB

ISHARES TR

1.21%

Shares14.8K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

190.60%

Shares13.6K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

-24.66%

Shares10.4K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-24.68%

Shares3.1K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

-11.64%

Shares7.0K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

-3.24%

Shares4.4K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-6.71%

Shares2.2K

Event2026-03-31

Filed2026-05-13

QTEC

FIRST TR EXCHANGE-TRADED FD

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares15.8K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-0.02%

Shares4.4K

Event2026-03-31

Filed2026-05-13

INGERSOLL RAND INC

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

GSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares16.4K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

33.85%

Shares2.9K

Event2026-03-31

Filed2026-05-13

CAH

CARDINAL HEALTH INC

0.17%

Shares2.9K

Event2026-03-31

Filed2026-05-13

RFEM

FIRST TR EXCH TRADED FD III

New

Shares7.5K

Event2026-03-31

Filed2026-05-13

NFLX

NETFLIX INC.

2.97%

Shares6.4K

Event2026-03-31

Filed2026-05-13

DAL

DELTA AIR LINES INC

0.29%

Shares9.2K

Event2026-03-31

Filed2026-05-13

FYX

FIRST TR EXCHANGE-TRADED ALP

New

Shares5.1K

Event2026-03-31

Filed2026-05-13

GJUL

FIRST TR EXCHNG TRADED FD VI

New

Shares14.9K

Event2026-03-31

Filed2026-05-13

FDMO

FIDELITY COVINGTON TRUST

1.15%

Shares7.5K

Event2026-03-31

Filed2026-05-13

MISL

FIRST TR EXCHANGE-TRADED FD

New

Shares13.4K

Event2026-03-31

Filed2026-05-13

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares12.1K

Event2026-03-31

Filed2026-05-13

UAUG

INNOVATOR ETFS TRUST

New

Shares14.6K

Event2026-03-31

Filed2026-05-13

FESM

FIDELITY COVINGTON TRUST

3.25%

Shares15.0K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

0.53%

Shares11.4K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

-0.53%

Shares1.9K

Event2026-03-31

Filed2026-05-13

VTEC

VANGUARD CALIF TAX FREE FDS

0.37%

Shares5.7K

Event2026-03-31

Filed2026-05-13

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares11.6K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

23.54%

Shares2.8K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

0.45%

Shares898

Event2026-03-31

Filed2026-05-13

SUNCOR ENERGY INC NEW

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

-13.67%

Shares1.1K

Event2026-03-31

Filed2026-05-13

GBIL

GOLDMAN SACHS ETF TR

95.29%

Shares5.1K

Event2026-03-31

Filed2026-05-13

EPD

ENTERPRISE PRODS PARTNERS L

1.09%

Shares13.4K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

67.82%

Shares3.4K

Event2026-03-31

Filed2026-05-13

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-13

SFEB

FIRST TR EXCHNG TRADED FD VI

1.95%

Shares20.9K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-5.03%

Shares1.6K

Event2026-03-31

Filed2026-05-13

BCAL

CALIFORNIA BANCORP

0.00%

Shares27.8K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-4.27%

Shares3.9K

Event2026-03-31

Filed2026-05-13

CMI

CUMMINS INC

0.33%

Shares910

Event2026-03-31

Filed2026-05-13

PAPR

INNOVATOR ETFS TRUST

-10.63%

Shares12.1K

Event2026-03-31

Filed2026-05-13

MAR

MARRIOTT INTL INC NEW

-6.42%

Shares1.4K

Event2026-03-31

Filed2026-05-13

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.0K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

-8.85%

Shares2.1K

Event2026-03-31

Filed2026-05-13

IFRA

ISHARES TR

2.22%

Shares8.0K

Event2026-03-31

Filed2026-05-13

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

IRT

INDEPENDENCE RLTY TR INC

0.00%

Shares30.2K

Event2026-03-31

Filed2026-05-13

INNOVATOR ETFS TRUST

New

Shares20.7K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.21%

Shares478

Event2026-03-31

Filed2026-05-13

DOCT

FIRST TR EXCHNG TRADED FD VI

-86.09%

Shares10.1K

Event2026-03-31

Filed2026-05-13

FIIG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares21.0K

Event2026-03-31

Filed2026-05-13

NJUL

INNOVATOR ETFS TRUST

-37.82%

Shares6.1K

Event2026-03-31

Filed2026-05-13

IAUM

ISHARES GOLD TR

New

Shares9.0K

Event2026-03-31

Filed2026-05-13

ABT

ABBOTT LABORATORIES

-0.82%

Shares4.0K

Event2026-03-31

Filed2026-05-13

STIP

ISHARES TR

-0.28%

Shares3.9K

Event2026-03-31

Filed2026-05-13

GAUG

FIRST TR EXCHNG TRADED FD VI

New

Shares10.4K

Event2026-03-31

Filed2026-05-13

BMY

BRISTOL-MYERS SQUIBB CO

-9.28%

Shares6.6K

Event2026-03-31

Filed2026-05-13

NJAN

INNOVATOR ETFS TRUST

New

Shares7.5K

Event2026-03-31

Filed2026-05-13

CORP

PIMCO ETF TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-13

ARTY

ISHARES TR

0.64%

Shares8.3K

Event2026-03-31

Filed2026-05-13

SPDR SERIES TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

FNY

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

IWO

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-13

GOCT

FIRST TR EXCHNG TRADED FD VI

New

Shares9.7K

Event2026-03-31

Filed2026-05-13

PDI

PIMCO DYNAMIC INCOME FD

New

Shares21.8K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.26%

Shares1.6K

Event2026-03-31

Filed2026-05-13

IWB

ISHARES TR

0.10%

Shares1.0K

Event2026-03-31

Filed2026-05-13

COKE

COCA COLA CONS INC

9.89%

Shares1.9K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

0.00%

Shares516

Event2026-03-31

Filed2026-05-13

BUFS

FIRST TR EXCHNG TRADED FD VI

New

Shares15.6K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

0.03%

Shares11.5K

Event2026-03-31

Filed2026-05-13

AAPR

INNOVATOR ETFS TRUST

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-13

BFEB

INNOVATOR ETFS TRUST

6.74%

Shares7.4K

Event2026-03-31

Filed2026-05-13

KEYS

KEYSIGHT TECHNOLOGIES INC

0.33%

Shares1.2K

Event2026-03-31

Filed2026-05-13

NNOV

INNOVATOR ETFS TRUST

New

Shares12.0K

Event2026-03-31

Filed2026-05-13

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares16.5K

Event2026-03-31

Filed2026-05-13

COIN

COINBASE GLOBAL INC

-0.16%

Shares1.9K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

-69.00%

Shares3.0K

Event2026-03-31

Filed2026-05-13

OKLO

OKLO INC

New

Shares6.6K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

7.33%

Shares11.2K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

New

Shares7.0K

Event2026-03-31

Filed2026-05-13

FDT

FIRST TR EXCH TRD ALPHDX FD

0.82%

Shares3.7K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

17.80%

Shares2.5K

Event2026-03-31

Filed2026-05-13

IJS

ISHARES TR

-11.71%

Shares2.7K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

0.00%

Shares734

Event2026-03-31

Filed2026-05-13

XDEC

FIRST TR EXCHNG TRADED FD VI

New

Shares7.9K

Event2026-03-31

Filed2026-05-13

BOND

PIMCO ETF TR

-5.43%

Shares3.4K

Event2026-03-31

Filed2026-05-13

INNOVATOR ETFS TRUST

New

Shares16.6K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

0.17%

Shares6.1K

Event2026-03-31

Filed2026-05-13

PMAY

INNOVATOR ETFS TRUST

-96.90%

Shares7.5K

Event2026-03-31

Filed2026-05-13

PFE

PFIZER INC

-0.59%

Shares10.6K

Event2026-03-31

Filed2026-05-13

AFMC

FIRST TR EXCHNG TRADED FD VI

New

Shares8.3K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

9.15%

Shares787

Event2026-03-31

Filed2026-05-13

FDN

FIRST TR EXCHANGE-TRADED FD

-64.16%

Shares1.2K

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

-5.48%

Shares5.6K

Event2026-03-31

Filed2026-05-13

SCHW

SCHWAB CHARLES CORP

0.27%

Shares3.0K

Event2026-03-31

Filed2026-05-13

TAN

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

CRWV

COREWEAVE INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

REALTY INCOME CORP

-29.59%

Shares4.5K

Event2026-03-31

Filed2026-05-13

IBDT

ISHARES TR

-0.97%

Shares10.7K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

1.14%

Shares1.9K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-46.64%

Shares5.3K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

New

Shares6.4K

Event2026-03-31

Filed2026-05-13

POCT

INNOVATOR ETFS TRUST

New

Shares6.0K

Event2026-03-31

Filed2026-05-13

SIVR

ABRDN SILVER ETF TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

LIT

GLOBAL X FDS

-9.76%

Shares3.5K

Event2026-03-31

Filed2026-05-13

MUC

BLACKROCK MUNIHLDNGS CALI

-0.04%

Shares24.5K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-19.93%

Shares8.8K

Event2026-03-31

Filed2026-05-13

BMAR

INNOVATOR ETFS TRUST

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-13

BP PLC

New

Shares5.3K

Event2026-03-31

Filed2026-05-13

IDU

ISHARES TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-13

QMMY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-13

NJUN

INNOVATOR ETFS TRUST

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-13

IWN

ISHARES TR

-3.19%

Shares1.3K

Event2026-03-31

Filed2026-05-13

ESGE

ISHARES INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

0.29%

Shares691

Event2026-03-31

Filed2026-05-13

MDLZ

MONDELEZ INTL INC

-14.35%

Shares4.0K

Event2026-03-31

Filed2026-05-13

INTC

INTEL CORP

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-0.92%

Shares3.0K

Event2026-03-31

Filed2026-05-13

CELC

CELCUITY INC

-19.19%

Shares2.0K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

0.34%

Shares1.2K

Event2026-03-31

Filed2026-05-13

IYH

ISHARES TR

0.00%

Shares3.6K

Event2026-03-31

Filed2026-05-13

AGILENT TECHNOLOGIES INC

0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-54.75%

Shares510

Event2026-03-31

Filed2026-05-13

KJAN

INNOVATOR ETFS TRUST

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

XIDE

FIRST TR EXCHNG TRADED FD VI

-57.91%

Shares7.2K

Event2026-03-31

Filed2026-05-13

JCI

JOHNSON CONTROLS INTERNATION

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

NOCT

INNOVATOR ETFS TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-05-13

GNOV

FIRST TR EXCHNG TRADED FD VI

New

Shares5.3K

Event2026-03-31

Filed2026-05-13

BJAN

INNOVATOR ETFS TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

BBAI

BIGBEAR AI HLDGS INC

58.99%

Shares57.7K

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

MTUM

ISHARES TR

-6.90%

Shares836

Event2026-03-31

Filed2026-05-13

INNOVATOR ETFS TRUST

New

Shares10.4K

Event2026-03-31

Filed2026-05-13

NAD

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares12.7K

Event2026-03-31

Filed2026-05-13

HFRO

HIGHLAND OPPS & INCOME FD

1.94%

Shares21.3K

Event2026-03-31

Filed2026-05-13

DNN

DENISON MINES CORP

-3.45%

Shares20.0K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

AMD Call CallADVANCED MICRO DEVICES INC500 sharesnew addition2026-03-312026-05-13

AMD Call

ADVANCED MICRO DEVICES INC

New

Shares500

Event2026-03-31

Filed2026-05-13

Put Option Holdings

No put option holdings data available