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The Analysis of Kingdom Financial Group LLC.'s Holdings & P&L

Currently, Kingdom Financial Group LLC. holds 864 types of securities in its portfolio with a total value $349.4M. In the most recent quarter, they have increased their positions in N/A (+1.3M shares, valued at $31.8M), IWY (+13.7K shares, valued at $3.4M), SCEC (+104.5K shares, valued at $2.6M); decreased their positions in MUB (-177.0K shares, valued at $18.8M), VGSH (-35.2K shares, valued at $2.1M), QBER (-20.4K shares, valued at $492.9K); initiated new positions in N/A (+1.3M shares, valued at $31.8M), N/A (+62.3K shares, valued at $1.5M), N/A (+45.0K shares, valued at $1.1M).

1M P&L

+2.0M+0.64%

3M P&L

+5.2M+1.65%

HY P&L

+11.0M+3.57%

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/A238.4M

81.0%

2Semiconductors8.4M

2.9%

3Utilities - Regulated Electric3.5M

1.2%

Top Industries by Stock Count

1N/A355 stocks

44.4%

2Software - Application23 stocks

2.9%

3Software - Infrastructure18 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCEC CAPITOL SER TR2.3M shares4.77%2026-03-312026-05-13

IWY ISHARES TR168.3K shares8.86%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS1.3M sharesnew addition2026-03-312026-05-13

IWX ISHARES TR291.6K shares6.51%2026-03-312026-05-13

EFV ISHARES TR201.8K shares-2.87%2026-03-312026-05-13

IWS ISHARES TR98.6K shares3.70%2026-03-312026-05-13

EFG ISHARES TR117.7K shares-1.61%2026-03-312026-05-13

IEMG ISHARES INC160.1K shares4.69%2026-03-312026-05-13

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VANGUARD INDEX FDS VANGUARD INDEX FDS15.0K shares-2.60%2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS74.4K shares6.51%2026-03-312026-05-13

NVDA NVIDIA CORPORATION26.4K shares14.34%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS19.1K shares16.83%2026-03-312026-05-13

NOBL PROSHARES TR37.6K shares-0.55%2026-03-312026-05-13

IWP ISHARES TR29.8K shares33.66%2026-03-312026-05-13

BROADCOM INC BROADCOM INC9.0K shares20.47%2026-03-312026-05-13

STEW SRH TOTAL RETURN FUND INC154.8K shares0.21%2026-03-312026-05-13

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TSM TAIWAN SEMICONDUCTOR MANUFAC7.4K shares17.74%2026-03-312026-05-13

V VISA INC13.8K shares229616.67%2026-03-312026-05-13

MUB ISHARES TR19.9K shares-89.87%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO6.4K shares-11.96%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR70.1K shares81365.12%2026-03-312026-05-13

RTX RTX CORPORATION8.4K shares-14.08%2026-03-312026-05-13

XOM EXXON MOBIL CORP9.2K shares1.02%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS62.3K sharesnew addition2026-03-312026-05-13

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INVESCO QQQ TR INVESCO QQQ TR2.5K shares15.28%2026-03-312026-05-13

IDEV ISHARES TR16.7K shares-9.94%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE4.7K shares30.27%2026-03-312026-05-13

SPYM SPDR SERIES TRUST15.9K shares12.82%2026-03-312026-05-13

AGEM ABRDN FDS29.7K shares-3.96%2026-03-312026-05-13

KO COCA COLA CO15.6K shares0.43%2026-03-312026-05-13

AAPL APPLE INC4.6K shares51.71%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP5.4K shares-9.40%2026-03-312026-05-13

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STERLING CAP FDS STERLING CAP FDS45.0K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.6K shares-21.49%2026-03-312026-05-13

SMH VANECK ETF TRUST2.6K shares-5.82%2026-03-312026-05-13

AGG ISHARES TR10.1K shares-15.02%2026-03-312026-05-13

CME CME GROUP INC3.4K shares0.39%2026-03-312026-05-13

SIXO AIM ETF PRODUCTS TRUST29.1K shares-6.76%2026-03-312026-05-13

WTRG ESSENTIAL UTILS INC23.1K shares-0.57%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC3.5K shares-2.12%2026-03-312026-05-13

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OCTW AIM ETF PRODUCTS TRUST23.4K shares-4.98%2026-03-312026-05-13

R RYDER SYS INC4.2K shares-4.94%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC2.5K shares23.21%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.4K shares335.58%2026-03-312026-05-13

TUA SIMPLIFY EXCHANGE TRADED FUN38.3K shares-5.87%2026-03-312026-05-13

ATRO ASTRONICS CORP11.8K shares-23.70%2026-03-312026-05-13

SEPW AIM ETF PRODUCTS TRUST24.2K shares-8.97%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC6.5K shares-1.75%2026-03-312026-05-13

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VEA VANGUARD TAX-MANAGED FDS11.4K shares-2.81%2026-03-312026-05-13

PLD PROLOGIS INC.5.3K shares-1.42%2026-03-312026-05-13

CVX CHEVRON CORPORATION3.4K shares-0.88%2026-03-312026-05-13

CSCO CISCO SYS INC9.0K shares-0.28%2026-03-312026-05-13

IDA IDACORP INC4.8K shares-1.98%2026-03-312026-05-13

NI NISOURCE INC14.6K shares-0.26%2026-03-312026-05-13

EXC EXELON CORP13.8K shares-0.20%2026-03-312026-05-13

ABBV ABBVIE INC3.1K shares2.30%2026-03-312026-05-13

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LMT LOCKHEED MARTIN CORP1.1K shares-9.96%2026-03-312026-05-13

CINF CINCINNATI FINL CORP4.2K shares0.05%2026-03-312026-05-13

ITA ISHARES TR3.0K shares-2.06%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC3.6K shares0.11%2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC1.6K shares-13.18%2026-03-312026-05-13

JULW AIM ETF PRODUCTS TRUST16.4K shares-8.03%2026-03-312026-05-13

GPC GENUINE PARTS CO6.0K shares15.46%2026-03-312026-05-13

CNA CNA FINL CORP13.5K shares6.48%2026-03-312026-05-13

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.3K shares-0.37%2026-03-312026-05-13

REG REGENCY CTRS CORP8.1K shares-0.05%2026-03-312026-05-13

EMR EMERSON ELEC CO4.5K shares-0.97%2026-03-312026-05-13

HON HONEYWELL INTL INC2.6K shares513.74%2026-03-312026-05-13

ALLE ALLEGION PLC4.0K shares-0.40%2026-03-312026-05-13

DECU AIM ETF PRODUCTS TRUST21.6K shares-8.89%2026-03-312026-05-13

AFL AFLAC INC5.2K shares-0.40%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.9K shares79.59%2026-03-312026-05-13

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GEV GE VERNOVA INC646 shares33.20%2026-03-312026-05-13

SJM SMUCKER J M CO5.8K shares4.84%2026-03-312026-05-13

MSFT MICROSOFT CORP1.4K shares9.29%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP1.3K shares-12.34%2026-03-312026-05-13

IVE ISHARES TR2.4K shares8.57%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR3.6K shares4.69%2026-03-312026-05-13

WM WASTE MGMT INC DEL2.1K shares-19.29%2026-03-312026-05-13

AMZN AMAZON COM INC2.3K shares-15.37%2026-03-312026-05-13

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IUSB ISHARES TR10.0K shares-3.87%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares618.52%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP1.7K sharesnew addition2026-03-312026-05-13

IVW ISHARES TR3.9K shares-3.23%2026-03-312026-05-13

VTV VANGUARD INDEX FDS2.1K shares10.42%2026-03-312026-05-13

ROAD CONSTRUCTION PARTNERS INC3.5K sharesnew addition2026-03-312026-05-13

SEPZ ELEVATION SERIES TRUST9.6K shares-10.16%2026-03-312026-05-13

DGRW WISDOMTREE TR4.4K shares-38.77%2026-03-312026-05-13

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DYNF BLACKROCK ETF TRUST6.5K shares-17.31%2026-03-312026-05-13

ONEZ ELEVATION SERIES TRUST14.9K shares-9.56%2026-03-312026-05-13

SHV ISHARES TR3.4K shares577.35%2026-03-312026-05-13

TSLA TESLA INC987 shares13.58%2026-03-312026-05-13

CORO BLACKROCK ETF TRUST10.9K sharesnew addition2026-03-312026-05-13

SOXX ISHARES TR1.1K shares-3.54%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC411 shares-24.45%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS5.8K shares179.43%2026-03-312026-05-13

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EVRG EVERGY INC4.2K shares-3.46%2026-03-312026-05-13

SPTL SPDR SERIES TRUST13.0K shares-7.13%2026-03-312026-05-13

XAR SPDR SERIES TRUST1.3K shares4.26%2026-03-312026-05-13

CNP CENTERPOINT ENERGY INC7.9K shares-1.27%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO1.4K shares-19.08%2026-03-312026-05-13

WINN HARBOR ETF TRUST12.3K shares-38.98%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP973 shares-1.72%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.4K shares-5.25%2026-03-312026-05-13

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AMGN AMGEN INC939 shares-0.21%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR7.2K shares1.14%2026-03-312026-05-13

HDV ISHARES TR2.4K shares1.82%2026-03-312026-05-13

EIX EDISON INTL4.4K shares-16.70%2026-03-312026-05-13

FUTY FIDELITY COVINGTON TRUST5.4K shares0.75%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN1.6K shares-3.48%2026-03-312026-05-13

HWM HOWMET AEROSPACE INC1.4K shares-10.02%2026-03-312026-05-13

QQQE DIREXION SHARES ETF TRUST3.1K shares2.33%2026-03-312026-05-13

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QUAL ISHARES TR1.6K shares-30.05%2026-03-312026-05-13

LLY ELI LILLY & CO320 shares11.89%2026-03-312026-05-13

MGK VANGUARD WORLD FD799 shares-7.09%2026-03-312026-05-13

SAH SONIC AUTOMOTIVE INC4.3K shares-0.09%2026-03-312026-05-13

NTES NETEASE COM INC2.6K shares22.74%2026-03-312026-05-13

HTRB HARTFORD FDS EXCHANGE TRADED8.4K shares-41.14%2026-03-312026-05-13

WMT WALMART INC2.3K shares4.72%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR5.8K shares3.99%2026-03-312026-05-13

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ELEVATION SERIES TRUST ELEVATION SERIES TRUST12.7K sharesnew addition2026-03-312026-05-13

SCCO SOUTHERN COPPER CORP1.6K sharesnew addition2026-03-312026-05-13

COHERENT CORP COHERENT CORP1.2K shares-21.22%2026-03-312026-05-13

ESS ESSEX PPTY TR INC1.1K shares0.00%2026-03-312026-05-13

AEGON LTD AEGON LTD37.8K sharesnew addition2026-03-312026-05-13

J JACOBS SOLUTIONS INC2.2K shares0.14%2026-03-312026-05-13

ITRI ITRON INC3.0K shares4.62%2026-03-312026-05-13

GOVT ISHARES TR11.7K shares776.02%2026-03-312026-05-13

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IVV ISHARES TR401 shares106.70%2026-03-312026-05-13

BIL SPDR SERIES TRUST2.8K shares7928.57%2026-03-312026-05-13

WMB WILLIAMS COS INC3.5K shares4.11%2026-03-312026-05-13

MBB ISHARES TR2.7K shares2.78%2026-03-312026-05-13

XMPT VANECK ETF TRUST11.9K shares-15.17%2026-03-312026-05-13

CELH CELSIUS HLDGS INC7.1K shares-0.74%2026-03-312026-05-13

LITE LUMENTUM HLDGS INC345 sharesnew addition2026-03-312026-05-13

IAUM ISHARES GOLD TR5.2K shares-10.84%2026-03-312026-05-13

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TLT ISHARES TR2.8K shares5.49%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K shares413.04%2026-03-312026-05-13

ALPHABET INC ALPHABET INC812 shares18.20%2026-03-312026-05-13

BP BP PLC4.9K shares2.79%2026-03-312026-05-13

META META PLATFORMS INC391 shares183.33%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS8.9K sharesnew addition2026-03-312026-05-13

BILZ PIMCO ETF TR2.2K shares-32.99%2026-03-312026-05-13

FGD FIRST TR EXCHANGE-TRADED FD6.8K shares-33.22%2026-03-312026-05-13

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FIXD FIRST TR EXCHNG TRADED FD VI4.9K shares-36.60%2026-03-312026-05-13

WDIV SPDR INDEX SHS FDS2.8K shares-30.32%2026-03-312026-05-13

PZA INVESCO EXCH TRADED FD TR II9.1K shares109.05%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD5.2K shares-39.06%2026-03-312026-05-13

SNPS SYNOPSYS INC500 sharesnew addition2026-03-312026-05-13

AGGY WISDOMTREE TR4.5K shares-36.21%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST5.9K shares35.31%2026-03-312026-05-13

ELEVATION SERIES TRUST ELEVATION SERIES TRUST5.3K shares-5.04%2026-03-312026-05-13

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FDL FIRST TR EXCHANGE-TRADED FD3.7K sharesnew addition2026-03-312026-05-13

MAGS LISTED FDS TR3.2K shares-38.20%2026-03-312026-05-13

OKE ONEOK INC NEW2.0K shares1.21%2026-03-312026-05-13

VUG VANGUARD INDEX FDS416 shares89.09%2026-03-312026-05-13

DECZ ELEVATION SERIES TRUST4.6K shares-6.65%2026-03-312026-05-13

AA ALCOA CORP2.7K sharesnew addition2026-03-312026-05-13

AUGZ ELEVATION SERIES TRUST4.3K sharesnew addition2026-03-312026-05-13

INTC INTEL CORP3.9K shares4.90%2026-03-312026-05-13

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SCHD SCHWAB STRATEGIC TR5.6K shares-46.40%2026-03-312026-05-13

GSEP FIRST TR EXCHNG TRADED FD VI4.4K shares-24.81%2026-03-312026-05-13

VTI VANGUARD INDEX FDS511 shares51000.00%2026-03-312026-05-13

FOLD AMICUS THERAPEUTIC11.3K shares-24.71%2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS505 sharesnew addition2026-03-312026-05-13

SNDK SANDISK CORP254 sharesnew addition2026-03-312026-05-13

TER TERADYNE INC539 shares-34.59%2026-03-312026-05-13

VGLT VANGUARD SCOTTSDALE FDS2.8K shares-5.57%2026-03-312026-05-13

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KALU KAISER ALUMINIUM CORPORATION1.3K shares-19.68%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS3.2K shares24.57%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC2.6K sharesnew addition2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T2.8K shares-41.04%2026-03-312026-05-13

IQDG WISDOMTREE TR3.8K shares-38.95%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD2.4K shares30.43%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC550 shares3.77%2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC353 shares1003.13%2026-03-312026-05-13

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EUAD SPINNAKER ETF SERIES3.6K shares-9.29%2026-03-312026-05-13

USFR WISDOMTREE TR2.9K shares-33.95%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II2.7K shares-26.87%2026-03-312026-05-13

IJR ISHARES TR1.1K shares188.55%2026-03-312026-05-13

CRUS CIRRUS LOGIC INC969 sharesnew addition2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND300 shares-7.12%2026-03-312026-05-13

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MDY STATE STR SPDR S&P MIDCAP 40213 shares119.59%2026-03-312026-05-13

SHLD GLOBAL X FDS1.8K shares139.07%2026-03-312026-05-13

USMC PRINCIPAL EXCHANGE TRADED FD2.0K sharesnew addition2026-03-312026-05-13

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ETR ENTERGY CORP NEW1.2K shares0.87%2026-03-312026-05-13

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XLV SELECT SECTOR SPDR TR803 shares0.38%2026-03-312026-05-13

VO VANGUARD INDEX FDS400 shares99.00%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F2.2K shares14.07%2026-03-312026-05-13

T AT&T INC3.9K shares20.62%2026-03-312026-05-13

SPYG SPDR SERIES TRUST1.2K shares-22.68%2026-03-312026-05-13

NEE NEXTERA ENERGY INC1.2K shares8.39%2026-03-312026-05-13

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VGSH VANGUARD SCOTTSDALE FDS1.8K shares-95.24%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS2.2K shares0.22%2026-03-312026-05-13

CAT CATERPILLAR INC137 shares8.73%2026-03-312026-05-13

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CEG CONSTELLATION ENERGY CORP328 shares6.84%2026-03-312026-05-13

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IBIT ISHARES BITCOIN TRUST ETF2.3K shares38.27%2026-03-312026-05-13

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VCSH VANGUARD SCOTTSDALE FDS1.1K shares2185.71%2026-03-312026-05-13

GEM GOLDMAN SACHS ETF TR2.0K shares-39.17%2026-03-312026-05-13

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AVLC AMERICAN CENTY ETF TR1.1K shares-1.86%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION82 shares22.39%2026-03-312026-05-13

PULS PGIM ETF TR1.6K shares149.08%2026-03-312026-05-13

DGRO ISHARES TR1.1K shares115.25%2026-03-312026-05-13

MTUM ISHARES TR334 shares-40.99%2026-03-312026-05-13

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SPYV SPDR SERIES TRUST1.4K shares0.37%2026-03-312026-05-13

MINT PIMCO ETF TR754 shares-6.91%2026-03-312026-05-13

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OXY OCCIDENTAL PETE CORP1.1K shares1338.46%2026-03-312026-05-13

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USMV ISHARES TR749 shares-68.90%2026-03-312026-05-13

SPD SIMPLIFY EXCHANGE TRADED FUN1.9K shares-11.08%2026-03-312026-05-13

USIG ISHARES TR1.3K shares151.98%2026-03-312026-05-13

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BLCR BLACKROCK ETF TRUST1.6K sharesnew addition2026-03-312026-05-13

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AVMC AMERICAN CENTY ETF TR874 shares0.23%2026-03-312026-05-13

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JANT AIM ETF PRODUCTS TRUST1.4K shares-2.62%2026-03-312026-05-13

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PEG PUBLIC SVC ENTERPRISE GROUP696 shares0.72%2026-03-312026-05-13

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LEG LEGGETT & PLATT INC5.6K shares-6.92%2026-03-312026-05-13

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SCHG SCHWAB STRATEGIC TR1.9K shares24.77%2026-03-312026-05-13

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IBHF ISHARES TR366 shares1.10%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD41 shares10.81%2026-03-312026-05-13

PGX INVESCO EXCH TRADED FD TR II752 shares1.48%2026-03-312026-05-13

DHI D R HORTON INC59 shares0.00%2026-03-312026-05-13

SCEC

CAPITOL SER TR

4.77%

Shares2.3M

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

8.86%

Shares168.3K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares1.3M

Event2026-03-31

Filed2026-05-13

IWX

ISHARES TR

6.51%

Shares291.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

-2.87%

Shares201.8K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

3.70%

Shares98.6K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

-1.61%

Shares117.7K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

4.69%

Shares160.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-2.60%

Shares15.0K

Event2026-03-31

Filed2026-05-13

VTWO

VANGUARD SCOTTSDALE FDS

6.51%

Shares74.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

14.34%

Shares26.4K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

16.83%

Shares19.1K

Event2026-03-31

Filed2026-05-13

NOBL

PROSHARES TR

-0.55%

Shares37.6K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

33.66%

Shares29.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

20.47%

Shares9.0K

Event2026-03-31

Filed2026-05-13

STEW

SRH TOTAL RETURN FUND INC

0.21%

Shares154.8K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

17.74%

Shares7.4K

Event2026-03-31

Filed2026-05-13

VISA INC

229616.67%

Shares13.8K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

-89.87%

Shares19.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-11.96%

Shares6.4K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

81365.12%

Shares70.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-14.08%

Shares8.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

1.02%

Shares9.2K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares62.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

15.28%

Shares2.5K

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

-9.94%

Shares16.7K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

30.27%

Shares4.7K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

12.82%

Shares15.9K

Event2026-03-31

Filed2026-05-13

AGEM

ABRDN FDS

-3.96%

Shares29.7K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

0.43%

Shares15.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

51.71%

Shares4.6K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

-9.40%

Shares5.4K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares45.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-21.49%

Shares3.6K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

-5.82%

Shares2.6K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-15.02%

Shares10.1K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

0.39%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SIXO

AIM ETF PRODUCTS TRUST

-6.76%

Shares29.1K

Event2026-03-31

Filed2026-05-13

WTRG

ESSENTIAL UTILS INC

-0.57%

Shares23.1K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

-2.12%

Shares3.5K

Event2026-03-31

Filed2026-05-13

OCTW

AIM ETF PRODUCTS TRUST

-4.98%

Shares23.4K

Event2026-03-31

Filed2026-05-13

RYDER SYS INC

-4.94%

Shares4.2K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

23.21%

Shares2.5K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

335.58%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TUA

SIMPLIFY EXCHANGE TRADED FUN

-5.87%

Shares38.3K

Event2026-03-31

Filed2026-05-13

ATRO

ASTRONICS CORP

-23.70%

Shares11.8K

Event2026-03-31

Filed2026-05-13

SEPW

AIM ETF PRODUCTS TRUST

-8.97%

Shares24.2K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

-1.75%

Shares6.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

-2.81%

Shares11.4K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

-1.42%

Shares5.3K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.88%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

-0.28%

Shares9.0K

Event2026-03-31

Filed2026-05-13

IDA

IDACORP INC

-1.98%

Shares4.8K

Event2026-03-31

Filed2026-05-13

NISOURCE INC

-0.26%

Shares14.6K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

-0.20%

Shares13.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

2.30%

Shares3.1K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-9.96%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CINF

CINCINNATI FINL CORP

0.05%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ITA

ISHARES TR

-2.06%

Shares3.0K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

0.11%

Shares3.6K

Event2026-03-31

Filed2026-05-13

STRL

STERLING INFRASTRUCTURE INC

-13.18%

Shares1.6K

Event2026-03-31

Filed2026-05-13

JULW

AIM ETF PRODUCTS TRUST

-8.03%

Shares16.4K

Event2026-03-31

Filed2026-05-13

GPC

GENUINE PARTS CO

15.46%

Shares6.0K

Event2026-03-31

Filed2026-05-13

CNA

CNA FINL CORP

6.48%

Shares13.5K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

-0.37%

Shares5.3K

Event2026-03-31

Filed2026-05-13

REG

REGENCY CTRS CORP

-0.05%

Shares8.1K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

-0.97%

Shares4.5K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

513.74%

Shares2.6K

Event2026-03-31

Filed2026-05-13

ALLE

ALLEGION PLC

-0.40%

Shares4.0K

Event2026-03-31

Filed2026-05-13

DECU

AIM ETF PRODUCTS TRUST

-8.89%

Shares21.6K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

-0.40%

Shares5.2K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

79.59%

Shares3.9K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

33.20%

Shares646

Event2026-03-31

Filed2026-05-13

SJM

SMUCKER J M CO

4.84%

Shares5.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

9.29%

Shares1.4K

Event2026-03-31

Filed2026-05-13

CRS

CARPENTER TECHNOLOGY CORP

-12.34%

Shares1.3K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

8.57%

Shares2.4K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

4.69%

Shares3.6K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

-19.29%

Shares2.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-15.37%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

-3.87%

Shares10.0K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PL

618.52%

Shares1.2K

Event2026-03-31

Filed2026-05-13

WDC

WESTERN DIGITAL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-3.23%

Shares3.9K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

10.42%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ROAD

CONSTRUCTION PARTNERS INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

SEPZ

ELEVATION SERIES TRUST

-10.16%

Shares9.6K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

-38.77%

Shares4.4K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

-17.31%

Shares6.5K

Event2026-03-31

Filed2026-05-13

ONEZ

ELEVATION SERIES TRUST

-9.56%

Shares14.9K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

577.35%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

13.58%

Shares987

Event2026-03-31

Filed2026-05-13

CORO

BLACKROCK ETF TRUST

New

Shares10.9K

Event2026-03-31

Filed2026-05-13

SOXX

ISHARES TR

-3.54%

Shares1.1K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

-24.45%

Shares411

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

179.43%

Shares5.8K

Event2026-03-31

Filed2026-05-13

EVRG

EVERGY INC

-3.46%

Shares4.2K

Event2026-03-31

Filed2026-05-13

SPTL

SPDR SERIES TRUST

-7.13%

Shares13.0K

Event2026-03-31

Filed2026-05-13

XAR

SPDR SERIES TRUST

4.26%

Shares1.3K

Event2026-03-31

Filed2026-05-13

CNP

CENTERPOINT ENERGY INC

-1.27%

Shares7.9K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

-19.08%

Shares1.4K

Event2026-03-31

Filed2026-05-13

WINN

HARBOR ETF TRUST

-38.98%

Shares12.3K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

-1.72%

Shares973

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

-5.25%

Shares2.4K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-0.21%

Shares939

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

1.14%

Shares7.2K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES TR

1.82%

Shares2.4K

Event2026-03-31

Filed2026-05-13

EIX

EDISON INTL

-16.70%

Shares4.4K

Event2026-03-31

Filed2026-05-13

FUTY

FIDELITY COVINGTON TRUST

0.75%

Shares5.4K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

-3.48%

Shares1.6K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

-10.02%

Shares1.4K

Event2026-03-31

Filed2026-05-13

QQQE

DIREXION SHARES ETF TRUST

2.33%

Shares3.1K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

-30.05%

Shares1.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

11.89%

Shares320

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

-7.09%

Shares799

Event2026-03-31

Filed2026-05-13

SAH

SONIC AUTOMOTIVE INC

-0.09%

Shares4.3K

Event2026-03-31

Filed2026-05-13

NTES

NETEASE COM INC

22.74%

Shares2.6K

Event2026-03-31

Filed2026-05-13

HTRB

HARTFORD FDS EXCHANGE TRADED

-41.14%

Shares8.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

4.72%

Shares2.3K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

3.99%

Shares5.8K

Event2026-03-31

Filed2026-05-13

ELEVATION SERIES TRUST

New

Shares12.7K

Event2026-03-31

Filed2026-05-13

SCCO

SOUTHERN COPPER CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

-21.22%

Shares1.2K

Event2026-03-31

Filed2026-05-13

ESS

ESSEX PPTY TR INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

AEGON LTD

New

Shares37.8K

Event2026-03-31

Filed2026-05-13

JACOBS SOLUTIONS INC

0.14%

Shares2.2K

Event2026-03-31

Filed2026-05-13

ITRI

ITRON INC

4.62%

Shares3.0K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

776.02%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

106.70%

Shares401

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

7928.57%

Shares2.8K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

4.11%

Shares3.5K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

2.78%

Shares2.7K

Event2026-03-31

Filed2026-05-13

XMPT

VANECK ETF TRUST

-15.17%

Shares11.9K

Event2026-03-31

Filed2026-05-13

CELH

CELSIUS HLDGS INC

-0.74%

Shares7.1K

Event2026-03-31

Filed2026-05-13

LITE

LUMENTUM HLDGS INC

New

Shares345

Event2026-03-31

Filed2026-05-13

IAUM

ISHARES GOLD TR

-10.84%

Shares5.2K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

5.49%

Shares2.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

413.04%

Shares3.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

18.20%

Shares812

Event2026-03-31

Filed2026-05-13

BP PLC

2.79%

Shares4.9K

Event2026-03-31

Filed2026-05-13