Sponsored

The Analysis of KFA Private Wealth Group, LLC's Holdings & P&L

Currently, KFA Private Wealth Group, LLC holds 160 types of securities in its portfolio with a total value $416.6M. In the most recent quarter, they have increased their positions in PHYL (+141.2K shares, valued at $4.9M), FBCG (+73.1K shares, valued at $3.7M), ONEQ (+30.3K shares, valued at $2.6M); decreased their positions in N/A (-47.9K shares, valued at $4.6M), AAPL (-2.7K shares, valued at $680.7K), MSFT (-1.6K shares, valued at $607.5K); initiated new positions in PHYL (+141.2K shares, valued at $4.9M), FENI (+63.8K shares, valued at $2.4M), STPZ (+8.6K shares, valued at $464.2K).

1M P&L

+12.0M+2.73%

3M P&L

-26.5M-5.55%

HY P&L

-6.9M-1.52%

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/A356.0M

87.7%

2Consumer Electronics5.2M

1.3%

3Semiconductors3.8M

0.9%

Top Industries by Stock Count

1N/A79 stocks

54.1%

2Credit Services4 stocks

2.7%

3Aerospace & Defense4 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR113.1K shares1.33%2026-03-312026-04-20

FBCG FIDELITY COVINGTON TRUST1.1M shares7.49%2026-03-312026-04-20

FBND FIDELITY MERRIMACK STR TR445.7K shares7.97%2026-03-312026-04-20

SHV ISHARES TR158.4K shares0.20%2026-03-312026-04-20

IJH ISHARES TR211.7K shares-0.84%2026-03-312026-04-20

IEMG ISHARES INC192.9K shares-3.36%2026-03-312026-04-20

ITOT ISHARES TR94.1K shares0.50%2026-03-312026-04-20

VTV VANGUARD INDEX FDS60.1K shares0.55%2026-03-312026-04-20

Sponsored

IJR ISHARES TR91.6K shares1.16%2026-03-312026-04-20

IXUS ISHARES TR123.8K shares7.87%2026-03-312026-04-20

VO VANGUARD INDEX FDS31.0K shares-1.38%2026-03-312026-04-20

XLK SELECT SECTOR SPDR TR65.5K shares-0.16%2026-03-312026-04-20

AGG ISHARES TR82.4K shares4.38%2026-03-312026-04-20

SHY ISHARES TR97.5K shares5.71%2026-03-312026-04-20

ISTB ISHARES TR160.5K shares0.68%2026-03-312026-04-20

SPY STATE STR SPDR S&P 500 ETF T11.8K shares-2.01%2026-03-312026-04-20

Sponsored

AAPL APPLE INC20.6K shares-11.51%2026-03-312026-04-20

FLTR VANECK ETF TRUST193.8K shares0.50%2026-03-312026-04-20

PHYL PGIM ETF TR141.2K sharesnew addition2026-03-312026-04-20

VB VANGUARD INDEX FDS18.4K shares-1.55%2026-03-312026-04-20

ONEQ FIDELITY COMWLTH TR44.8K shares208.33%2026-03-312026-04-20

IUSB ISHARES TR79.3K shares6.92%2026-03-312026-04-20

VUG VANGUARD INDEX FDS8.0K shares15.38%2026-03-312026-04-20

NVDA NVIDIA CORPORATION19.5K shares-1.42%2026-03-312026-04-20

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS5.6K shares-0.32%2026-03-312026-04-20

VTI VANGUARD INDEX FDS7.6K shares3.79%2026-03-312026-04-20

MO ALTRIA GROUP INC36.2K shares0.94%2026-03-312026-04-20

SUB ISHARES TR22.3K shares5.10%2026-03-312026-04-20

FENI FIDELITY COVINGTON TRUST63.8K sharesnew addition2026-03-312026-04-20

AMZN AMAZON COM INC10.5K shares-1.88%2026-03-312026-04-20

MSFT MICROSOFT CORP5.9K shares-21.88%2026-03-312026-04-20

VXUS VANGUARD STAR FDS26.8K shares-2.83%2026-03-312026-04-20

Sponsored

XOM EXXON MOBIL CORP12.0K shares-4.68%2026-03-312026-04-20

EFA ISHARES TR20.9K shares3.64%2026-03-312026-04-20

XLF SELECT SECTOR SPDR TR36.2K shares-0.60%2026-03-312026-04-20

BND VANGUARD BD INDEX FDS21.0K shares122.92%2026-03-312026-04-20

SHW SHERWIN WILLIAMS CO4.8K shares0.00%2026-03-312026-04-20

EEM ISHARES TR26.9K shares3.62%2026-03-312026-04-20

MCD MCDONALDS CORP4.9K shares-0.51%2026-03-312026-04-20

GLD SPDR GOLD TR3.5K shares-1.57%2026-03-312026-04-20

Sponsored

WMT WALMART INC12.1K shares-0.31%2026-03-312026-04-20

MDLZ MONDELEZ INTL INC25.6K shares-0.37%2026-03-312026-04-20

VYM VANGUARD WHITEHALL FDS9.9K shares1.80%2026-03-312026-04-20

ALPHABET INC ALPHABET INC4.8K shares-1.11%2026-03-312026-04-20

JNJ JOHNSON & JOHNSON4.9K shares-4.87%2026-03-312026-04-20

CAT CATERPILLAR INC1.7K shares-12.32%2026-03-312026-04-20

VEA VANGUARD TAX-MANAGED FDS17.1K shares-0.83%2026-03-312026-04-20

IVW ISHARES TR9.3K shares2.15%2026-03-312026-04-20

Sponsored

CHI CALAMOS CONV OPPORTUNITIES &97.7K shares1.93%2026-03-312026-04-20

JPM JPMORGAN CHASE & CO3.5K shares-0.78%2026-03-312026-04-20

XLV SELECT SECTOR SPDR TR6.6K shares0.34%2026-03-312026-04-20

HDV ISHARES TR6.9K shares-3.16%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC5.7K shares1.09%2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS3.9K shares2.68%2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares9.60%2026-03-312026-04-20

INVESCO QQQ TR INVESCO QQQ TR1.5K shares-2.61%2026-03-312026-04-20

Sponsored

XLE SELECT SECTOR SPDR TR14.1K shares-2.93%2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING IN4.2K shares1.59%2026-03-312026-04-20

BKDV BNY MELLON ETF TRUST II28.6K shares6.85%2026-03-312026-04-20

GIB CGI INC11.4K shares-5.58%2026-03-312026-04-20

HON HONEYWELL INTL INC3.6K shares0.00%2026-03-312026-04-20

NOBL PROSHARES TR7.4K shares-2.88%2026-03-312026-04-20

COST COSTCO WHOLESALE CORPORATION762 shares-1.42%2026-03-312026-04-20

ISCB ISHARES TR10.8K shares0.95%2026-03-312026-04-20

Sponsored

BBUS J P MORGAN EXCHANGE TRADED F5.9K shares92.03%2026-03-312026-04-20

FLOT ISHARES TR13.6K shares-0.85%2026-03-312026-04-20

KO COCA COLA CO8.9K shares0.00%2026-03-312026-04-20

SPDR SERIES TRUST SPDR SERIES TRUST7.0K shares-87.24%2026-03-312026-04-20

HYG ISHARES TR8.2K shares-0.59%2026-03-312026-04-20

MAR MARRIOTT INTL INC NEW2.0K shares0.00%2026-03-312026-04-20

V VISA INC2.1K shares0.05%2026-03-312026-04-20

BROADCOM INC BROADCOM INC2.0K shares-0.29%2026-03-312026-04-20

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.3K shares12.96%2026-03-312026-04-20

PG PROCTER & GAMBLE CO4.3K shares6.04%2026-03-312026-04-20

T AT&T INC21.1K shares0.89%2026-03-312026-04-20

JEPI J P MORGAN EXCHANGE TRADED F10.2K shares7.67%2026-03-312026-04-20

VIG VANGUARD SPECIALIZED FUNDS2.7K shares-0.19%2026-03-312026-04-20

NSC NORFOLK SOUTHN CORP1.9K shares0.00%2026-03-312026-04-20

DOV DOVER CORP2.5K shares-0.67%2026-03-312026-04-20

ALPHABET INC ALPHABET INC1.8K shares-4.50%2026-03-312026-04-20

Sponsored

IEFA ISHARES TR5.5K shares21.86%2026-03-312026-04-20

IWR ISHARES TR5.0K shares-0.62%2026-03-312026-04-20

HD HOME DEPOT INC1.5K shares-3.41%2026-03-312026-04-20

AXP AMERICAN EXPRESS CO1.6K shares-1.19%2026-03-312026-04-20

IWX ISHARES TR5.1K shares90.05%2026-03-312026-04-20

CSCO CISCO SYS INC6.0K shares3.48%2026-03-312026-04-20

STPZ PIMCO ETF TR8.6K sharesnew addition2026-03-312026-04-20

PEP PEPSICO INC3.0K shares0.17%2026-03-312026-04-20

Sponsored

AME AMETEK INC2.2K shares0.00%2026-03-312026-04-20

AVDE AMERICAN CENTY ETF TR5.4K shares-1.24%2026-03-312026-04-20

META META PLATFORMS INC792 shares6.74%2026-03-312026-04-20

PZA INVESCO EXCH TRADED FD TR II19.3K shares110.80%2026-03-312026-04-20

LLY ELI LILLY & CO479 shares0.00%2026-03-312026-04-20

CITIGROUP INC CITIGROUP INC3.9K shares0.31%2026-03-312026-04-20

TMFC RBB FD INC6.5K sharesnew addition2026-03-312026-04-20

ABBV ABBVIE INC1.9K shares-5.36%2026-03-312026-04-20

Sponsored

DSI ISHARES TR3.4K shares0.18%2026-03-312026-04-20

GDX VANECK ETF TRUST4.4K shares-2.18%2026-03-312026-04-20

SMH VANECK ETF TRUST1.0K shares4.42%2026-03-312026-04-20

TSLA TESLA INC1.1K shares0.00%2026-03-312026-04-20

IWM ISHARES TR1.6K shares23.10%2026-03-312026-04-20

AMD ADVANCED MICRO DEVICES INC1.9K shares-0.05%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP647 shares4.52%2026-03-312026-04-20

JEPQ J P MORGAN EXCHANGE TRADED F6.9K shares26.14%2026-03-312026-04-20

Sponsored

COF CAPITAL ONE FINL CORP2.1K shares0.29%2026-03-312026-04-20

VXF VANGUARD INDEX FDS1.9K shares-5.02%2026-03-312026-04-20

YUM YUM BRANDS INC2.5K shares-0.41%2026-03-312026-04-20

WST WEST PHARMACEUTICAL SVSC INC1.5K shares0.00%2026-03-312026-04-20

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.3K sharesnew addition2026-03-312026-04-20

SDY SPDR SERIES TRUST2.5K shares25.90%2026-03-312026-04-20

IWC ISHARES TR2.3K shares0.00%2026-03-312026-04-20

VV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-20

Sponsored

DGRO ISHARES TR5.1K shares36.79%2026-03-312026-04-20

SHM SPDR SERIES TRUST7.4K shares0.00%2026-03-312026-04-20

INDY ISHARES TR8.3K shares2.55%2026-03-312026-04-20

XLI SELECT SECTOR SPDR TR2.1K shares-9.25%2026-03-312026-04-20

NFLX NETFLIX INC.3.6K shares57.94%2026-03-312026-04-20

MUB ISHARES TR3.2K shares0.28%2026-03-312026-04-20

DTH WISDOMTREE TR6.3K shares0.00%2026-03-312026-04-20

LAM RESEARCH CORP LAM RESEARCH CORP1.6K shares1.79%2026-03-312026-04-20

Sponsored

MERCK & CO INC MERCK & CO INC2.8K shares-4.18%2026-03-312026-04-20

DIA STATE STR SPDR DOW JONES IND710 shares4.87%2026-03-312026-04-20

IUSG ISHARES TR2.1K shares-12.24%2026-03-312026-04-20

GS GOLDMAN SACHS GROUP INC382 shares0.53%2026-03-312026-04-20

SCZ ISHARES TR4.1K shares-6.36%2026-03-312026-04-20

EFG ISHARES TR2.8K sharesnew addition2026-03-312026-04-20

RTX RTX CORPORATION1.6K shares0.06%2026-03-312026-04-20

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-04-20

Sponsored

JMSB JOHN MARSHALL BANCORP INC14.9K sharesnew addition2026-03-312026-04-20

TRV TRAVELERS COMPANIES INC1.0K shares0.20%2026-03-312026-04-20

FSLR FIRST SOLAR INC1.5K shares3.48%2026-03-312026-04-20

IWV ISHARES TR767 shares0.00%2026-03-312026-04-20

GE AEROSPACE GE AEROSPACE981 shares0.00%2026-03-312026-04-20

BAC BANK AMERICA CORP5.6K shares7.85%2026-03-312026-04-20

JMUB J P MORGAN EXCHANGE TRADED F5.5K shares-5.97%2026-03-312026-04-20

FVD FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2026-03-312026-04-20

Sponsored

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-20

FDX FEDEX CORP754 shares0.00%2026-03-312026-04-20

GLW CORNING INC1.9K sharesnew addition2026-03-312026-04-20

UNH UNITEDHEALTH GROUP INC967 shares6.15%2026-03-312026-04-20

UHS UNIVERSAL HLTH SVCS INC1.4K shares0.07%2026-03-312026-04-20

VSEC VSE CORP1.4K shares-22.22%2026-03-312026-04-20

PWR QUANTA SVCS INC463 sharesnew addition2026-03-312026-04-20

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-20

Sponsored

CRM SALESFORCE INC1.3K shares-0.44%2026-03-312026-04-20

VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2026-03-312026-04-20

ATRO ASTRONICS CORP3.7K shares-2.63%2026-03-312026-04-20

IYR ISHARES TR2.6K shares-0.04%2026-03-312026-04-20

VEU VANGUARD INTL EQUITY INDEX F3.2K shares8.57%2026-03-312026-04-20

IWF ISHARES TR546 sharesnew addition2026-03-312026-04-20

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-20

BK BANK NEW YORK MELLON CORP1.9K shares0.36%2026-03-312026-04-20

Sponsored

VWO VANGUARD INTL EQUITY INDEX F4.2K shares3.94%2026-03-312026-04-20

DCI DONALDSON INC2.7K shares0.00%2026-03-312026-04-20

MA MASTERCARD INCORPORATED451 shares0.22%2026-03-312026-04-20

GEV GE VERNOVA INC241 sharesnew addition2026-03-312026-04-20

KHC KRAFT HEINZ CO9.0K shares0.00%2026-03-312026-04-20

DSU BLACKROCK DEBT STRATEGIES FD15.9K shares2.23%2026-03-312026-04-20

EOSE EOS ENERGY ENTERPRISES INC10.0K sharesnew addition2026-03-312026-04-20

REKR REKOR SYSTEMS INC10.6K sharesnew addition2026-03-312026-04-20

Sponsored

IVV

ISHARES TR

1.33%

Shares113.1K

Event2026-03-31

Filed2026-04-20

FBCG

FIDELITY COVINGTON TRUST

7.49%

Shares1.1M

Event2026-03-31

Filed2026-04-20

FBND

FIDELITY MERRIMACK STR TR

7.97%

Shares445.7K

Event2026-03-31

Filed2026-04-20

SHV

ISHARES TR

0.20%

Shares158.4K

Event2026-03-31

Filed2026-04-20

IJH

ISHARES TR

-0.84%

Shares211.7K

Event2026-03-31

Filed2026-04-20

IEMG

ISHARES INC

-3.36%

Shares192.9K

Event2026-03-31

Filed2026-04-20

ITOT

ISHARES TR

0.50%

Shares94.1K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD INDEX FDS

0.55%

Shares60.1K

Event2026-03-31

Filed2026-04-20

IJR

ISHARES TR

1.16%

Shares91.6K

Event2026-03-31

Filed2026-04-20

IXUS

ISHARES TR

7.87%

Shares123.8K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-1.38%

Shares31.0K

Event2026-03-31

Filed2026-04-20

XLK

SELECT SECTOR SPDR TR

-0.16%

Shares65.5K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES TR

4.38%

Shares82.4K

Event2026-03-31

Filed2026-04-20

SHY

ISHARES TR

5.71%

Shares97.5K

Event2026-03-31

Filed2026-04-20

ISTB

ISHARES TR

0.68%

Shares160.5K

Event2026-03-31

Filed2026-04-20

SPY

STATE STR SPDR S&P 500 ETF T

-2.01%

Shares11.8K

Event2026-03-31

Filed2026-04-20

AAPL

APPLE INC

-11.51%

Shares20.6K

Event2026-03-31

Filed2026-04-20

FLTR

VANECK ETF TRUST

0.50%

Shares193.8K

Event2026-03-31

Filed2026-04-20

PHYL

PGIM ETF TR

New

Shares141.2K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-1.55%

Shares18.4K

Event2026-03-31

Filed2026-04-20

ONEQ

FIDELITY COMWLTH TR

208.33%

Shares44.8K

Event2026-03-31

Filed2026-04-20

IUSB

ISHARES TR

6.92%

Shares79.3K

Event2026-03-31

Filed2026-04-20

VUG

VANGUARD INDEX FDS

15.38%

Shares8.0K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION

-1.42%

Shares19.5K

Event2026-03-31

Filed2026-04-20

VANGUARD INDEX FDS

-0.32%

Shares5.6K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD INDEX FDS

3.79%

Shares7.6K

Event2026-03-31

Filed2026-04-20

ALTRIA GROUP INC

0.94%

Shares36.2K

Event2026-03-31

Filed2026-04-20

SUB

ISHARES TR

5.10%

Shares22.3K

Event2026-03-31

Filed2026-04-20

FENI

FIDELITY COVINGTON TRUST

New

Shares63.8K

Event2026-03-31

Filed2026-04-20

AMZN

AMAZON COM INC

-1.88%

Shares10.5K

Event2026-03-31

Filed2026-04-20

MSFT

MICROSOFT CORP

-21.88%

Shares5.9K

Event2026-03-31

Filed2026-04-20

VXUS

VANGUARD STAR FDS

-2.83%

Shares26.8K

Event2026-03-31

Filed2026-04-20

XOM

EXXON MOBIL CORP

-4.68%

Shares12.0K

Event2026-03-31

Filed2026-04-20

EFA

ISHARES TR

3.64%

Shares20.9K

Event2026-03-31

Filed2026-04-20

XLF

SELECT SECTOR SPDR TR

-0.60%

Shares36.2K

Event2026-03-31

Filed2026-04-20

BND

VANGUARD BD INDEX FDS

122.92%

Shares21.0K

Event2026-03-31

Filed2026-04-20

SHW

SHERWIN WILLIAMS CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-20

EEM

ISHARES TR

3.62%

Shares26.9K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP

-0.51%

Shares4.9K

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD TR

-1.57%

Shares3.5K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC

-0.31%

Shares12.1K

Event2026-03-31

Filed2026-04-20

MDLZ

MONDELEZ INTL INC

-0.37%

Shares25.6K

Event2026-03-31

Filed2026-04-20

VYM

VANGUARD WHITEHALL FDS

1.80%

Shares9.9K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-1.11%

Shares4.8K

Event2026-03-31

Filed2026-04-20

JNJ

JOHNSON & JOHNSON

-4.87%

Shares4.9K

Event2026-03-31

Filed2026-04-20

CAT

CATERPILLAR INC

-12.32%

Shares1.7K

Event2026-03-31

Filed2026-04-20

VEA

VANGUARD TAX-MANAGED FDS

-0.83%

Shares17.1K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES TR

2.15%

Shares9.3K

Event2026-03-31

Filed2026-04-20

CHI

CALAMOS CONV OPPORTUNITIES &

1.93%

Shares97.7K

Event2026-03-31

Filed2026-04-20

JPM

JPMORGAN CHASE & CO

-0.78%

Shares3.5K

Event2026-03-31

Filed2026-04-20

XLV

SELECT SECTOR SPDR TR

0.34%

Shares6.6K

Event2026-03-31

Filed2026-04-20

HDV

ISHARES TR

-3.16%

Shares6.9K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC

1.09%

Shares5.7K

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS

2.68%

Shares3.9K

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL

9.60%

Shares1.9K

Event2026-03-31

Filed2026-04-20

INVESCO QQQ TR

-2.61%

Shares1.5K

Event2026-03-31

Filed2026-04-20

XLE

SELECT SECTOR SPDR TR

-2.93%

Shares14.1K

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING IN

1.59%

Shares4.2K

Event2026-03-31

Filed2026-04-20

BKDV

BNY MELLON ETF TRUST II

6.85%

Shares28.6K

Event2026-03-31

Filed2026-04-20

GIB

CGI INC

-5.58%

Shares11.4K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC

0.00%

Shares3.6K

Event2026-03-31

Filed2026-04-20

NOBL

PROSHARES TR

-2.88%

Shares7.4K

Event2026-03-31

Filed2026-04-20

COST

COSTCO WHOLESALE CORPORATION

-1.42%

Shares762

Event2026-03-31

Filed2026-04-20

ISCB

ISHARES TR

0.95%

Shares10.8K

Event2026-03-31

Filed2026-04-20

BBUS

J P MORGAN EXCHANGE TRADED F

92.03%

Shares5.9K

Event2026-03-31

Filed2026-04-20

FLOT

ISHARES TR

-0.85%

Shares13.6K

Event2026-03-31

Filed2026-04-20

COCA COLA CO

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-20

SPDR SERIES TRUST

-87.24%

Shares7.0K

Event2026-03-31

Filed2026-04-20

HYG

ISHARES TR

-0.59%

Shares8.2K

Event2026-03-31

Filed2026-04-20

MAR

MARRIOTT INTL INC NEW

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-20

VISA INC

0.05%

Shares2.1K

Event2026-03-31

Filed2026-04-20

BROADCOM INC

-0.29%

Shares2.0K

Event2026-03-31

Filed2026-04-20

INVESCO EXCHANGE TRADED FD T

12.96%

Shares3.3K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO

6.04%

Shares4.3K

Event2026-03-31

Filed2026-04-20

AT&T INC

0.89%

Shares21.1K

Event2026-03-31

Filed2026-04-20

JEPI

J P MORGAN EXCHANGE TRADED F

7.67%

Shares10.2K

Event2026-03-31

Filed2026-04-20

VIG

VANGUARD SPECIALIZED FUNDS

-0.19%

Shares2.7K

Event2026-03-31

Filed2026-04-20

NSC

NORFOLK SOUTHN CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-20

DOV

DOVER CORP

-0.67%

Shares2.5K

Event2026-03-31

Filed2026-04-20

ALPHABET INC

-4.50%

Shares1.8K

Event2026-03-31

Filed2026-04-20

IEFA

ISHARES TR

21.86%

Shares5.5K

Event2026-03-31

Filed2026-04-20

IWR

ISHARES TR

-0.62%

Shares5.0K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC

-3.41%

Shares1.5K

Event2026-03-31

Filed2026-04-20

AXP

AMERICAN EXPRESS CO

-1.19%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IWX

ISHARES TR

90.05%

Shares5.1K

Event2026-03-31

Filed2026-04-20

CSCO

CISCO SYS INC

3.48%

Shares6.0K

Event2026-03-31

Filed2026-04-20

STPZ

PIMCO ETF TR

New

Shares8.6K

Event2026-03-31

Filed2026-04-20

PEP

PEPSICO INC

0.17%

Shares3.0K

Event2026-03-31

Filed2026-04-20

AME

AMETEK INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-20

AVDE

AMERICAN CENTY ETF TR

-1.24%

Shares5.4K

Event2026-03-31

Filed2026-04-20