Sponsored

The Analysis of KMG FIDUCIARY PARTNERS, LLC's Holdings & P&L

Currently, KMG FIDUCIARY PARTNERS, LLC holds 261 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IJR (+48.6K shares, valued at $6.0M), FDVV (+100.8K shares, valued at $5.6M), FTNT (+56.1K shares, valued at $4.6M); decreased their positions in SPYM (-74.8K shares, valued at $5.7M), IVE (-23.0K shares, valued at $4.8M), INTC (-101.0K shares, valued at $4.5M); initiated new positions in FESM (+110.7K shares, valued at $4.2M), FEOE (+76.1K shares, valued at $3.8M), TSM (+1.4K shares, valued at $470.1K).

1M P&L

+62.3M+4.70%

3M P&L

+80.5M+6.15%

HY P&L

+120.0M+9.46%

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/A449.8M

36.8%

2Semiconductors98.4M

8.0%

3Software - Infrastructure76.4M

6.2%

Top Industries by Stock Count

1N/A114 stocks

47.1%

2Drug Manufacturers - General7 stocks

2.9%

3Semiconductors7 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC285.6K shares0.20%2026-03-312026-04-13

NVDA NVIDIA CORPORATION397.2K shares-3.35%2026-03-312026-04-13

ALPHABET INC ALPHABET INC180.0K shares-3.03%2026-03-312026-04-13

MSFT MICROSOFT CORP131.7K shares3.28%2026-03-312026-04-13

IVV ISHARES TR60.1K shares-9.83%2026-03-312026-04-13

AMZN AMAZON COM INC187.5K shares4.11%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO121.4K shares-0.95%2026-03-312026-04-13

SPYM SPDR SERIES TRUST417.3K shares-15.20%2026-03-312026-04-13

Sponsored

LLY ELI LILLY & CO29.4K shares-5.65%2026-03-312026-04-13

META META PLATFORMS INC44.3K shares2.04%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC27.8K shares-7.72%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL38.2K shares1.65%2026-03-312026-04-13

GTO INVESCO ACTIVELY MANAGED EXC378.9K shares1.83%2026-03-312026-04-13

JPIB J P MORGAN EXCHANGE TRADED F356.2K shares2.66%2026-03-312026-04-13

ABBV ABBVIE INC77.4K shares-0.50%2026-03-312026-04-13

HYLS FIRST TR EXCHANGE-TRADED FD413.3K shares3.30%2026-03-312026-04-13

Sponsored

CVX CHEVRON CORPORATION79.5K shares-0.73%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR360.5K shares5.59%2026-03-312026-04-13

IJR ISHARES TR127.7K shares61.52%2026-03-312026-04-13

IJH ISHARES TR215.4K shares5.23%2026-03-312026-04-13

KO COCA COLA CO177.1K shares-0.45%2026-03-312026-04-13

QCOM QUALCOMM INC103.8K shares7.18%2026-03-312026-04-13

PG PROCTER & GAMBLE CO92.1K shares7.45%2026-03-312026-04-13

AMD ADVANCED MICRO DEVICES INC57.6K shares-15.13%2026-03-312026-04-13

Sponsored

BROADCOM INC BROADCOM INC37.4K shares-5.22%2026-03-312026-04-13

VNLA JANUS DETROIT STR TR235.1K shares3.81%2026-03-312026-04-13

AMAT APPLIED MATLS INC33.4K shares-2.99%2026-03-312026-04-13

CSCO CISCO SYS INC142.6K shares-3.23%2026-03-312026-04-13

CAH CARDINAL HEALTH INC52.1K shares-9.50%2026-03-312026-04-13

RTX RTX CORPORATION56.9K shares-13.04%2026-03-312026-04-13

RDVY FIRST TR EXCHANGE TRADED FD160.0K shares-0.64%2026-03-312026-04-13

CGMS CAPITAL GRP FIXED INCM ETF T398.1K shares5.00%2026-03-312026-04-13

Sponsored

SRLN SSGA ACTIVE ETF TR264.5K shares5.16%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION10.3K shares-9.65%2026-03-312026-04-13

LOW LOWES COS INC42.6K shares-0.79%2026-03-312026-04-13

V VISA INC33.1K shares6.46%2026-03-312026-04-13

AGG ISHARES TR100.1K shares4.67%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW29.1K shares-4.70%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO31.3K shares-0.03%2026-03-312026-04-13

ORCL ORACLE CORP63.1K shares-2.31%2026-03-312026-04-13

Sponsored

AVLV AMERICAN CENTY ETF TR113.1K shares-8.75%2026-03-312026-04-13

BLACKROCK INC BLACKROCK INC9.0K shares2.58%2026-03-312026-04-13

IWP ISHARES TR65.1K shares2.31%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO33.0K shares-2.25%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW62.1K shares0.11%2026-03-312026-04-13

BKLC BNY MELLON ETF TRUST63.3K shares-4.97%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS32.2K shares0.68%2026-03-312026-04-13

IVW ISHARES TR67.6K shares-8.70%2026-03-312026-04-13

Sponsored

IVE ISHARES TR35.8K shares-39.06%2026-03-312026-04-13

ALPHABET INC ALPHABET INC25.8K shares-0.88%2026-03-312026-04-13

IWS ISHARES TR50.5K shares-0.28%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS86.9K shares1.64%2026-03-312026-04-13

WELL WELLTOWER INC35.5K shares-0.00%2026-03-312026-04-13

ISRG INTUITIVE SURGICAL INC15.2K shares-1.08%2026-03-312026-04-13

IEFA ISHARES TR74.8K shares-12.52%2026-03-312026-04-13

GLW CORNING INC49.4K shares-3.66%2026-03-312026-04-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F116.7K shares3.61%2026-03-312026-04-13

FSIG FIRST TR EXCHANGE-TRADED FD340.5K shares-22.11%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC53.3K shares-0.52%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP18.6K shares0.50%2026-03-312026-04-13

FENI FIDELITY COVINGTON TRUST171.8K shares-6.73%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC37.6K shares-1.00%2026-03-312026-04-13

VRIG INVESCO ACTIVELY MANAGED EXC236.8K shares2.28%2026-03-312026-04-13

FDVV FIDELITY COVINGTON TRUST105.7K shares2038.62%2026-03-312026-04-13

Sponsored

CAT CATERPILLAR INC8.1K shares-1.23%2026-03-312026-04-13

DAL DELTA AIR LINES INC85.7K shares0.01%2026-03-312026-04-13

IGSB ISHARES TR108.3K shares6.71%2026-03-312026-04-13

CRM SALESFORCE INC30.5K shares-0.06%2026-03-312026-04-13

MS MORGAN STANLEY34.1K shares0.34%2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC37.8K shares251.99%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC20.1K shares-0.38%2026-03-312026-04-13

GM GENERAL MTRS CO68.7K shares-2.21%2026-03-312026-04-13

Sponsored

VZ VERIZON COMMUNICATIONS INC100.7K shares-3.47%2026-03-312026-04-13

MLPX GLOBAL X FDS68.3K shares1.18%2026-03-312026-04-13

FTNT FORTINET INC61.6K shares1025.75%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR80.9K shares665.53%2026-03-312026-04-13

NOC NORTHROP GRUMMAN CORP7.1K shares-0.77%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL142.9K shares0.43%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F100.5K shares3.65%2026-03-312026-04-13

SDVY FIRST TR EXCHANGE TRADED FD119.4K shares5.04%2026-03-312026-04-13

Sponsored

DELL DELL TECHNOLOGIES INC28.6K shares1.62%2026-03-312026-04-13

FLQM FRANKLIN TEMPLETON ETF TR85.0K shares2.13%2026-03-312026-04-13

MDY STATE STR SPDR S&P MIDCAP 407.6K shares-0.04%2026-03-312026-04-13

PRU PRUDENTIAL FINL INC47.5K shares15.78%2026-03-312026-04-13

NFLX NETFLIX INC.46.9K shares12.16%2026-03-312026-04-13

MET METLIFE INC62.3K shares1.97%2026-03-312026-04-13

CTAS CINTAS CORP25.9K shares-5.32%2026-03-312026-04-13

PFE PFIZER INC151.0K shares6.21%2026-03-312026-04-13

Sponsored

FESM FIDELITY COVINGTON TRUST110.7K sharesnew addition2026-03-312026-04-13

IWF ISHARES TR9.5K shares-0.91%2026-03-312026-04-13

ALL ALLSTATE CORP19.0K shares1.03%2026-03-312026-04-13

USB US BANCORP75.1K shares0.03%2026-03-312026-04-13

PSX PHILLIPS 6621.4K shares0.58%2026-03-312026-04-13

PEP PEPSICO INC24.9K shares-1.42%2026-03-312026-04-13

FEOE RBB FUND TRUST76.1K sharesnew addition2026-03-312026-04-13

XOM EXXON MOBIL CORP22.1K shares0.04%2026-03-312026-04-13

Sponsored

TSLA TESLA INC9.9K shares0.94%2026-03-312026-04-13

UPS UNITED PARCEL SVCS INC36.3K shares6.32%2026-03-312026-04-13

DOW DOW HLDGS INC84.6K shares4.56%2026-03-312026-04-13

BA BOEING CO16.9K shares-0.31%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR113.4K shares3.23%2026-03-312026-04-13

RY ROYAL BK CDA20.1K shares-0.96%2026-03-312026-04-13

DIS DISNEY WALT CO33.7K shares-2.01%2026-03-312026-04-13

EXG EATON VANCE TAX-MANAGED GLOB364.3K shares1.03%2026-03-312026-04-13

Sponsored

THE CIGNA GROUP THE CIGNA GROUP11.7K shares2.77%2026-03-312026-04-13

PYLD PIMCO ETF TR116.1K shares579.12%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC6.1K shares4.23%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON12.0K shares1.25%2026-03-312026-04-13

CGDV CAPITAL GROUP DIVIDEND VALUE65.2K shares0.57%2026-03-312026-04-13

NVO NOVO-NORDISK A S74.7K shares8.41%2026-03-312026-04-13

SBUX STARBUCKS CORP30.6K shares2.71%2026-03-312026-04-13

MMM 3M CO18.7K shares0.61%2026-03-312026-04-13

Sponsored

MCD MCDONALDS CORP8.7K shares-4.35%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO43.7K shares1.22%2026-03-312026-04-13

PFF ISHARES TR86.8K shares2.56%2026-03-312026-04-13

HON HONEYWELL INTL INC11.6K shares3.31%2026-03-312026-04-13

DVN DEVON ENERGY CORP NEW52.1K shares-1.61%2026-03-312026-04-13

WMT WALMART INC20.8K shares1.60%2026-03-312026-04-13

COWZ PACER FDS TR41.0K shares1.46%2026-03-312026-04-13

NTAP NETAPP INC24.6K shares2.48%2026-03-312026-04-13

Sponsored

AMGN AMGEN INC7.1K shares-1.58%2026-03-312026-04-13

TFC TRUIST FINL CORP53.8K shares1.99%2026-03-312026-04-13

EFG ISHARES TR22.1K shares-2.92%2026-03-312026-04-13

BITB BITWISE BITCOIN ETF TR66.1K shares1.47%2026-03-312026-04-13

SPSB SPDR SERIES TRUST80.5K shares5.19%2026-03-312026-04-13

STWD STARWOOD PPTY TR INC138.7K shares2.44%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC31.5K shares-1.38%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F39.7K shares2.22%2026-03-312026-04-13

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC67.7K shares3.39%2026-03-312026-04-13

HD HOME DEPOT INC6.3K shares5.20%2026-03-312026-04-13

FTLS FIRST TR EXCH TRADED FD III29.2K shares12.55%2026-03-312026-04-13

PJAN INNOVATOR ETFS TRUST44.5K shares1.33%2026-03-312026-04-13

FNDX SCHWAB STRATEGIC TR70.7K shares2.37%2026-03-312026-04-13

LVHI LEGG MASON ETF INVT48.5K shares-0.93%2026-03-312026-04-13

CROWN CASTLE INC CROWN CASTLE INC24.1K shares4.81%2026-03-312026-04-13

AIQ GLOBAL X FDS41.8K shares-3.19%2026-03-312026-04-13

Sponsored

CGUS CAPITAL GROUP CORE EQUITY ET46.8K shares0.80%2026-03-312026-04-13

VTI VANGUARD INDEX FDS5.6K shares-25.59%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC4.5K shares-2.99%2026-03-312026-04-13

CGCP CAPITAL GRP FIXED INCM ETF T77.9K shares4.19%2026-03-312026-04-13

EPS WISDOMTREE TR25.2K shares-7.63%2026-03-312026-04-13

CMCSA COMCAST CORP NEW58.4K shares5.77%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS36.5K shares8.42%2026-03-312026-04-13

INTC INTEL CORP37.1K shares-73.14%2026-03-312026-04-13

Sponsored

DLN WISDOMTREE TR17.9K shares-6.00%2026-03-312026-04-13

BABA ALIBABA GROUP HLDG LTD12.3K shares-2.09%2026-03-312026-04-13

XMHQ INVESCO EXCHANGE TRADED FD T14.5K shares1.92%2026-03-312026-04-13

LQD ISHARES TR13.7K shares-1.59%2026-03-312026-04-13

ADBE ADOBE INC6.1K shares0.43%2026-03-312026-04-13

GOVT ISHARES TR63.2K shares-1.20%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-13

AOK ISHARES TR35.0K shares3.30%2026-03-312026-04-13

Sponsored

CITIGROUP INC CITIGROUP INC12.1K shares4.09%2026-03-312026-04-13

ABT ABBOTT LABORATORIES13.0K shares-9.64%2026-03-312026-04-13

YUM YUM BRANDS INC8.1K shares0.00%2026-03-312026-04-13

FDL FIRST TR EXCHANGE-TRADED FD24.8K shares-0.40%2026-03-312026-04-13

IWD ISHARES TR5.8K shares0.67%2026-03-312026-04-13

COIN COINBASE GLOBAL INC7.0K shares2.92%2026-03-312026-04-13

GCOW PACER FDS TR26.5K shares-0.42%2026-03-312026-04-13

MUB ISHARES TR11.5K shares-2.02%2026-03-312026-04-13

Sponsored

IHDG WISDOMTREE TR23.0K shares3.39%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR35.5K shares0.28%2026-03-312026-04-13

VNQ VANGUARD INDEX FDS12.2K shares-0.88%2026-03-312026-04-13

AOM ISHARES TR22.7K shares-1.74%2026-03-312026-04-13

RWL INVESCO EXCH TRADED FD TR II9.1K shares0.49%2026-03-312026-04-13

NEAR ISHARES U S ETF TR20.6K shares16.91%2026-03-312026-04-13

IYH ISHARES TR16.8K shares0.00%2026-03-312026-04-13

ADI ANALOG DEVICES INC3.3K shares0.00%2026-03-312026-04-13

Sponsored

F FORD MTR CO88.9K shares-32.15%2026-03-312026-04-13

USHY ISHARES TR27.3K shares17.18%2026-03-312026-04-13

DTD WISDOMTREE TR11.1K shares1.30%2026-03-312026-04-13

MO ALTRIA GROUP INC14.1K shares5.73%2026-03-312026-04-13

TXN TEXAS INSTRS INC4.7K shares-8.63%2026-03-312026-04-13

KLAC KLA CORP601 shares0.00%2026-03-312026-04-13

DWAS INVESCO EXCH TRADED FD TR II9.0K shares-67.17%2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR7.7K shares1.40%2026-03-312026-04-13

Sponsored

BK BANK NEW YORK MELLON CORP7.1K shares0.00%2026-03-312026-04-13

VO VANGUARD INDEX FDS2.9K shares-8.10%2026-03-312026-04-13

TMUS T-MOBILE US INC3.8K shares4.44%2026-03-312026-04-13

VGT VANGUARD WORLD FD1.1K shares-1.00%2026-03-312026-04-13

CGGR CAPITAL GROUP GROWTH ETF17.6K shares4.03%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS3.3K shares5.92%2026-03-312026-04-13

AVSC AMERICAN CENTY ETF TR11.1K shares-78.63%2026-03-312026-04-13

DWM WISDOMTREE TR9.7K shares-25.20%2026-03-312026-04-13

Sponsored

BAC BANK AMERICA CORP13.9K shares-0.02%2026-03-312026-04-13

XLF SELECT SECTOR SPDR TR13.7K shares0.01%2026-03-312026-04-13

ESGV VANGUARD WORLD FD5.9K shares0.00%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.4K shares7.23%2026-03-312026-04-13

HCA HCA HEALTHCARE INC1.4K shares0.00%2026-03-312026-04-13

DGRE WISDOMTREE TR19.2K shares-10.13%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR1.0K shares0.19%2026-03-312026-04-13

QQQE DIREXION SHARES ETF TRUST6.0K shares-2.44%2026-03-312026-04-13

Sponsored

BLACKSTONE INC BLACKSTONE INC5.1K shares19.44%2026-03-312026-04-13

CGGO CAPITAL GROUP GBL GROWTH EQT17.4K shares-0.04%2026-03-312026-04-13

IWY ISHARES TR2.3K shares1.36%2026-03-312026-04-13

OC OWENS CORNING NEW5.3K shares12.20%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP5.9K shares0.02%2026-03-312026-04-13

SAIA SAIA INC1.5K shares0.00%2026-03-312026-04-13

FHN FIRST HORIZON CORPORATION23.5K shares0.00%2026-03-312026-04-13

BE BLOOM ENERGY CORP3.9K shares-8.22%2026-03-312026-04-13

Sponsored

WM WASTE MGMT INC DEL2.3K shares0.00%2026-03-312026-04-13

ISHARES GOLD TR ISHARES GOLD TR5.4K shares1.56%2026-03-312026-04-13

EES WISDOMTREE TR8.1K shares-23.52%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K sharesnew addition2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW2.4K shares13.13%2026-03-312026-04-13

SUSA ISHARES TR3.4K shares-1.18%2026-03-312026-04-13

RWJ INVESCO EXCH TRADED FD TR II8.6K shares-0.02%2026-03-312026-04-13

SO SOUTHERN CO4.4K shares-0.11%2026-03-312026-04-13

Sponsored

FBTC FIDELITY WISE ORIGIN BITCOIN7.1K shares-51.70%2026-03-312026-04-13

XLI SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-13

MDYV SPDR SERIES TRUST4.8K shares0.00%2026-03-312026-04-13

AMP AMERIPRISE FINL INC908 shares0.00%2026-03-312026-04-13

VST VISTRA CORP2.6K shares0.00%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS650 shares9.24%2026-03-312026-04-13

MFC MANULIFE FINL CORP11.2K shares-0.04%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE1.3K shares-5.95%2026-03-312026-04-13

Sponsored

VBR VANGUARD INDEX FDS1.7K shares14.03%2026-03-312026-04-13

HDV ISHARES TR2.7K shares0.37%2026-03-312026-04-13

HBAN HUNTINGTON BANCSHARES INC23.1K shares0.00%2026-03-312026-04-13

HYG ISHARES TR4.5K shares-0.13%2026-03-312026-04-13

FITB FIFTH THIRD BANCORP7.7K shares53.67%2026-03-312026-04-13

SMH VANECK ETF TRUST892 shares-14.15%2026-03-312026-04-13

VHT VANGUARD WORLD FD1.2K shares-0.41%2026-03-312026-04-13

INTU INTUIT757 shares0.00%2026-03-312026-04-13

Sponsored

VIGI VANGUARD WHITEHALL FDS3.6K shares0.00%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC883 shares0.11%2026-03-312026-04-13

CIEN CIENA CORP807 sharesnew addition2026-03-312026-04-13

PHM PULTE GROUP INC2.6K shares-15.36%2026-03-312026-04-13

UNIY WISDOMTREE TR6.3K sharesnew addition2026-03-312026-04-13

STLD STEEL DYNAMICS INC1.7K shares0.00%2026-03-312026-04-13

T AT&T INC10.4K shares3.57%2026-03-312026-04-13

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-04-13

Sponsored

IR INGERSOLL RAND INC3.7K shares0.00%2026-03-312026-04-13

SPYV SPDR SERIES TRUST5.2K sharesnew addition2026-03-312026-04-13

POCT INNOVATOR ETFS TRUST6.7K shares0.00%2026-03-312026-04-13

TT TRANE TECHNOLOGIES PLC676 shares0.00%2026-03-312026-04-13

BBY BEST BUY INC4.3K shares16.60%2026-03-312026-04-13

RPM RPM INTL INC2.8K shares0.00%2026-03-312026-04-13

PSEP INNOVATOR ETFS TRUST6.4K shares0.00%2026-03-312026-04-13

NKE NIKE INC5.1K shares42.15%2026-03-312026-04-13

Sponsored

NEM NEWMONT CORP2.4K shares0.04%2026-03-312026-04-13

PYPL PAYPAL HLDGS INC5.8K shares14.60%2026-03-312026-04-13

CL COLGATE PALMOLIVE CO3.0K shares0.36%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-03-312026-04-13

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET8.4K shares0.00%2026-03-312026-04-13

PJUL INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-04-13

LNT ALLIANT ENERGY CORP3.4K shares0.00%2026-03-312026-04-13

PMAY INNOVATOR ETFS TRUST6.1K shares0.00%2026-03-312026-04-13

Sponsored

NSC NORFOLK SOUTHN CORP828 shares0.00%2026-03-312026-04-13

AVLC AMERICAN CENTY ETF TR3.1K sharesnew addition2026-03-312026-04-13

GEV GE VERNOVA INC270 sharesnew addition2026-03-312026-04-13

QQEW FIRST TR EXCHANGE-TRADED FD1.9K shares-2.83%2026-03-312026-04-13

DGRO ISHARES TR3.3K shares4.44%2026-03-312026-04-13

YUMC YUM CHINA HLDGS INC4.7K shares0.00%2026-03-312026-04-13

MKC MCCORMICK & CO INC4.5K shares-0.15%2026-03-312026-04-13

QUAL ISHARES TR1.2K shares-0.59%2026-03-312026-04-13

Sponsored

TDG TRANSDIGM GROUP INC194 shares0.00%2026-03-312026-04-13

CIBR FIRST TR EXCHANGE-TRADED FD3.5K shares0.00%2026-03-312026-04-13

VLY VALLEY NATL BANCORP17.1K shares0.00%2026-03-312026-04-13

EQWL INVESCO EXCHANGE TRADED FD T1.8K sharesnew addition2026-03-312026-04-13

ONTO ONTO INNOVATION INC1.0K sharesnew addition2026-03-312026-04-13

AAPL

APPLE INC

0.20%

Shares285.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-3.35%

Shares397.2K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-3.03%

Shares180.0K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

3.28%

Shares131.7K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-9.83%

Shares60.1K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

4.11%

Shares187.5K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

-0.95%

Shares121.4K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

-15.20%

Shares417.3K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-5.65%

Shares29.4K

Event2026-03-31

Filed2026-04-13