Sponsored

The Analysis of KPP Advisory Services LLC's Holdings & P&L

Currently, KPP Advisory Services LLC holds 349 types of securities in its portfolio with a total value $688.6M. In the most recent quarter, they have increased their positions in EQWL (+37.2K shares, valued at $4.3M), CGIC (+116.8K shares, valued at $3.9M), CGGR (+92.5K shares, valued at $3.7M); decreased their positions in IVV (-13.0K shares, valued at $8.5M), NVDA (-20.1K shares, valued at $3.5M), VOE (-17.5K shares, valued at $3.2M); initiated new positions in CGIC (+116.8K shares, valued at $3.9M), TIP (+32.8K shares, valued at $3.6M), IEFA (+36.1K shares, valued at $3.3M).

1M P&L

+27.9M+4.27%

3M P&L

+21.3M+3.23%

HY P&L

+56.2M+8.98%

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/A413.1M

66.6%

2Semiconductors19.2M

3.1%

3Software - Infrastructure17.7M

2.9%

Top Industries by Stock Count

1N/A170 stocks

52.8%

2Semiconductors9 stocks

2.8%

3Drug Manufacturers - General8 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QQQM INVESCO EXCH TRADED FD TR II143.0K shares11.21%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR35.1K shares-13.59%2026-03-312026-04-24

XMHQ INVESCO EXCHANGE TRADED FD T183.4K shares-3.15%2026-03-312026-04-24

JHMM JOHN HANCOCK EXCHANGE TRADED266.8K shares-4.31%2026-03-312026-04-24

AAPL APPLE INC69.4K shares-5.43%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST212.8K shares7.71%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE337.3K shares1.47%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS23.0K shares24.63%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP34.3K shares-1.10%2026-03-312026-04-24

NVDA NVIDIA CORPORATION68.1K shares-22.82%2026-03-312026-04-24

EQWL INVESCO EXCHANGE TRADED FD T102.2K shares57.36%2026-03-312026-04-24

IVV ISHARES TR17.7K shares-42.33%2026-03-312026-04-24

TSLA TESLA INC30.6K shares-0.27%2026-03-312026-04-24

FTGS FIRST TR EXCHANGE-TRADED FD317.3K shares2.74%2026-03-312026-04-24

DGRO ISHARES TR153.5K shares-14.96%2026-03-312026-04-24

GLDM WORLD GOLD TR115.0K shares21.87%2026-03-312026-04-24

Sponsored

CGGR CAPITAL GROUP GROWTH ETF265.2K shares53.57%2026-03-312026-04-24

AMZN AMAZON COM INC49.1K shares-3.85%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T166.9K shares3.60%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR76.5K shares-3.90%2026-03-312026-04-24

ILOW AB ACTIVE ETFS INC192.1K shares59.59%2026-03-312026-04-24

DFAS DIMENSIONAL ETF TRUST112.5K shares4.85%2026-03-312026-04-24

FWD AB ACTIVE ETFS INC73.4K shares50.43%2026-03-312026-04-24

PPA INVESCO EXCHANGE TRADED FD T43.9K shares50.52%2026-03-312026-04-24

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD168.6K shares-5.92%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI185.7K shares13.33%2026-03-312026-04-24

ALPHABET INC ALPHABET INC21.3K shares-1.06%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T81.0K shares-7.95%2026-03-312026-04-24

GRID FIRST TR EXCHANGE-TRADED FD34.8K shares65.95%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO19.3K shares7.95%2026-03-312026-04-24

IJR ISHARES TR45.4K shares-3.50%2026-03-312026-04-24

FLQM FRANKLIN TEMPLETON ETF TR88.5K shares-6.05%2026-03-312026-04-24

Sponsored

XOM EXXON MOBIL CORP28.4K shares-13.92%2026-03-312026-04-24

PG PROCTER & GAMBLE CO31.5K shares-2.63%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR147.4K shares1.01%2026-03-312026-04-24

FLXR TCW ETF TRUST114.1K shares90.73%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD47.4K shares-7.95%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR144.6K shares1.92%2026-03-312026-04-24

MO ALTRIA GROUP INC62.2K shares-3.94%2026-03-312026-04-24

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.0K shares1.96%2026-03-312026-04-24

Sponsored

VOE VANGUARD INDEX FDS21.2K shares-45.22%2026-03-312026-04-24

CGIC CAPITAL GROUP INTERNATIONAL116.8K sharesnew addition2026-03-312026-04-24

BROADCOM INC BROADCOM INC12.5K shares-15.78%2026-03-312026-04-24

T AT&T INC132.9K shares-0.68%2026-03-312026-04-24

PWR QUANTA SVCS INC6.8K shares1.29%2026-03-312026-04-24

FEX FIRST TR EXCHANGE-TRADED ALP30.0K shares-5.86%2026-03-312026-04-24

IJH ISHARES TR54.0K shares-1.60%2026-03-312026-04-24

VFLO VICTORY PORTFOLIOS II92.2K shares32.79%2026-03-312026-04-24

Sponsored

TIP ISHARES TR32.8K sharesnew addition2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD74.1K shares-6.64%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON13.6K shares0.43%2026-03-312026-04-24

IEFA ISHARES TR36.1K sharesnew addition2026-03-312026-04-24

SYFI AB ACTIVE ETFS INC91.1K shares-8.57%2026-03-312026-04-24

VBR VANGUARD INDEX FDS14.5K shares-30.84%2026-03-312026-04-24

LLY ELI LILLY & CO3.3K shares-4.06%2026-03-312026-04-24

ESGU ISHARES TR21.4K sharesnew addition2026-03-312026-04-24

Sponsored

PWRD TCW ETF TRUST30.8K shares183.93%2026-03-312026-04-24

VBK VANGUARD INDEX FDS9.9K shares-0.41%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.2K shares-35.93%2026-03-312026-04-24

XNTK SPDR SERIES TRUST11.6K shares4.93%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP13.5K shares-11.11%2026-03-312026-04-24

NOBL PROSHARES TR26.8K shares-6.68%2026-03-312026-04-24

META META PLATFORMS INC4.9K shares-7.79%2026-03-312026-04-24

RDVI FIRST TR EXCHANGE-TRADED FD104.2K shares4.83%2026-03-312026-04-24

Sponsored

PH PARKER-HANNIFIN CORP2.9K shares-1.54%2026-03-312026-04-24

ASML ASML HLDG NV1.9K shares2.21%2026-03-312026-04-24

RECS COLUMBIA ETF TR I64.5K shares-4.34%2026-03-312026-04-24

FELC FIDELITY COVINGTON TRUST67.6K shares64.22%2026-03-312026-04-24

ENFR ALPS ETF TR63.3K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC7.2K shares-0.08%2026-03-312026-04-24

CGCB CAPITAL GRP FIXED INCM ETF T89.3K shares3.06%2026-03-312026-04-24

ALPHABET INC ALPHABET INC7.7K shares-1.80%2026-03-312026-04-24

Sponsored

BAC BANK AMERICA CORP45.2K shares5.12%2026-03-312026-04-24

CRM SALESFORCE INC11.8K shares-2.66%2026-03-312026-04-24

VOT VANGUARD INDEX FDS8.5K shares-17.89%2026-03-312026-04-24

VUG VANGUARD INDEX FDS5.0K shares2.73%2026-03-312026-04-24

QUAL ISHARES TR11.2K shares-55.45%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC4.3K shares1.81%2026-03-312026-04-24

ABBV ABBVIE INC9.7K shares0.71%2026-03-312026-04-24

QGRO AMERICAN CENTY ETF TR19.9K shares7.30%2026-03-312026-04-24

Sponsored

QGRW WISDOMTREE TR38.0K shares13.04%2026-03-312026-04-24

IVW ISHARES TR17.8K shares-4.05%2026-03-312026-04-24

MCD MCDONALDS CORP6.3K shares3.49%2026-03-312026-04-24

AMGN AMGEN INC5.5K shares-6.03%2026-03-312026-04-24

RTX RTX CORPORATION9.9K shares-4.34%2026-03-312026-04-24

MSTR STRATEGY INC14.9K shares-0.46%2026-03-312026-04-24

ASTS AST SPACEMOBILE INC22.3K shares-1.85%2026-03-312026-04-24

F FORD MTR CO160.0K shares-3.04%2026-03-312026-04-24

Sponsored

USB US BANCORP34.1K shares-5.50%2026-03-312026-04-24

CGUS CAPITAL GROUP CORE EQUITY ET45.2K shares5.08%2026-03-312026-04-24

UNH UNITEDHEALTH GROUP INC6.4K shares34.37%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC8.1K shares2.58%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC10.1K shares8.70%2026-03-312026-04-24

WMT WALMART INC13.0K shares-1.65%2026-03-312026-04-24

V VISA INC5.3K shares3.91%2026-03-312026-04-24

CSCO CISCO SYS INC20.7K shares-10.60%2026-03-312026-04-24

Sponsored

CAT CATERPILLAR INC2.3K shares-0.49%2026-03-312026-04-24

DLN WISDOMTREE TR17.7K shares-2.33%2026-03-312026-04-24

DIS DISNEY WALT CO16.3K shares-0.87%2026-03-312026-04-24

RFG INVESCO EXCHANGE TRADED FD T28.7K shares-6.10%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC13.7K shares-32.61%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR11.7K shares1.11%2026-03-312026-04-24

ISRG INTUITIVE SURGICAL INC3.3K shares3.78%2026-03-312026-04-24

HON HONEYWELL INTL INC6.7K shares-28.18%2026-03-312026-04-24

Sponsored

VTI VANGUARD INDEX FDS4.6K shares-20.25%2026-03-312026-04-24

IEMG ISHARES INC21.2K shares8.13%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II27.7K shares16.09%2026-03-312026-04-24

UTWO RBB FD INC28.9K shares0.00%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.1K shares-14.29%2026-03-312026-04-24

NEE NEXTERA ENERGY INC14.7K shares-3.33%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP2.2K shares-29.10%2026-03-312026-04-24

MS MORGAN STANLEY8.0K shares-15.86%2026-03-312026-04-24

Sponsored

KO COCA COLA CO17.1K shares-3.60%2026-03-312026-04-24

APH AMPHENOL CORP10.0K shares4.24%2026-03-312026-04-24

CVX CHEVRON CORPORATION6.1K shares0.03%2026-03-312026-04-24

ABT ABBOTT LABORATORIES12.2K shares-0.84%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST32.0K shares0.09%2026-03-312026-04-24

PNC PNC FINL SVCS GROUP INC6.0K shares-3.51%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR24.5K shares-7.85%2026-03-312026-04-24

MPWR MONOLITHIC PWR SYS INC1.1K shares-1.06%2026-03-312026-04-24

Sponsored

VO VANGUARD INDEX FDS4.2K shares-0.02%2026-03-312026-04-24

CALF PACER FDS TR26.9K shares-27.52%2026-03-312026-04-24

ORCL ORACLE CORP8.2K shares3.20%2026-03-312026-04-24

IYW ISHARES TR6.5K shares1.50%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC3.2K shares2.18%2026-03-312026-04-24

MELI MERCADOLIBRE INC653 sharesnew addition2026-03-312026-04-24

MU MICRON TECHNOLOGY INC3.3K shares-11.32%2026-03-312026-04-24

TXN TEXAS INSTRS INC5.7K shares-0.79%2026-03-312026-04-24

Sponsored

BLACKSTONE INC BLACKSTONE INC9.5K shares-24.84%2026-03-312026-04-24

IMCG ISHARES TR13.7K shares-8.14%2026-03-312026-04-24

IOO ISHARES TR8.8K shares1.07%2026-03-312026-04-24

OBIL RBB FD INC21.3K sharesnew addition2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.2K shares24.39%2026-03-312026-04-24

SO SOUTHERN CO10.7K shares-4.91%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD20.2K shares113.70%2026-03-312026-04-24

VTV VANGUARD INDEX FDS5.2K shares-4.33%2026-03-312026-04-24

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares17.46%2026-03-312026-04-24

LINDE PLC LINDE PLC2.0K shares-3.37%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION985 shares-4.55%2026-03-312026-04-24

ZTS ZOETIS INC8.3K shares9.12%2026-03-312026-04-24

MOAT VANECK ETF TRUST9.8K shares-0.41%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC7.8K shares-11.86%2026-03-312026-04-24

ROCKET LAB CORP ROCKET LAB CORP14.3K shares8.63%2026-03-312026-04-24

SPGM SPDR INDEX SHS FDS12.1K shares2.01%2026-03-312026-04-24

Sponsored

EMR EMERSON ELEC CO6.8K shares-0.10%2026-03-312026-04-24

DGRW WISDOMTREE TR10.2K shares-23.94%2026-03-312026-04-24

EVTR MORGAN STANLEY ETF TRUST17.3K shares1.36%2026-03-312026-04-24

CL COLGATE PALMOLIVE CO10.2K shares4.90%2026-03-312026-04-24

VLUE ISHARES TR6.1K shares-12.20%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC2.1K sharesnew addition2026-03-312026-04-24

MDYG SPDR SERIES TRUST8.9K shares5.42%2026-03-312026-04-24

PEP PEPSICO INC5.5K shares-5.03%2026-03-312026-04-24

Sponsored

VNT VONTIER CORPORATION23.8K shares3.81%2026-03-312026-04-24

ZBRA ZEBRA TECHNOLOGIES CORPORATI4.0K shares5.03%2026-03-312026-04-24

VTIP VANGUARD MALVERN FDS16.7K shares-4.92%2026-03-312026-04-24

FAST FASTENAL CO17.8K shares4.29%2026-03-312026-04-24

MDYV SPDR SERIES TRUST9.7K shares6.40%2026-03-312026-04-24

CMI CUMMINS INC1.5K shares-19.68%2026-03-312026-04-24

WFC WELLS FARGO & CO10.1K shares4.85%2026-03-312026-04-24

EFG ISHARES TR7.1K shares-33.57%2026-03-312026-04-24

Sponsored

BLACKROCK INC BLACKROCK INC821 shares-37.33%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC897 shares-9.76%2026-03-312026-04-24

FLS FLOWSERVE CORP10.3K shares2.29%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST19.2K shares-0.26%2026-03-312026-04-24

GLD SPDR GOLD TR1.7K shares1.17%2026-03-312026-04-24

SPYM SPDR SERIES TRUST9.6K shares-8.66%2026-03-312026-04-24

XBIL RBB FD INC14.6K shares0.00%2026-03-312026-04-24

ET ENERGY TRANSFER L P37.7K shares-1.81%2026-03-312026-04-24

Sponsored

URI UNITED RENTALS INC996 shares2.36%2026-03-312026-04-24

CGBL CAPITAL GROUP CORE BALANCED21.0K shares15.92%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS8.1K shares0.00%2026-03-312026-04-24

IFRA ISHARES TR12.6K shares-19.93%2026-03-312026-04-24

ITOT ISHARES TR5.0K shares-13.94%2026-03-312026-04-24

SMH VANECK ETF TRUST1.9K shares0.92%2026-03-312026-04-24

UTES ETFIS SER TR I8.8K shares42.31%2026-03-312026-04-24

TJX TJX COS INC NEW4.4K shares0.30%2026-03-312026-04-24

Sponsored

EQRR PROSHARES TR9.9K shares-13.23%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC4.7K shares-1.73%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC4.1K sharesnew addition2026-03-312026-04-24

EOG EOG RES INC4.6K sharesnew addition2026-03-312026-04-24

WMB WILLIAMS COS INC9.1K shares0.07%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.9K shares-1.81%2026-03-312026-04-24

PSC PRINCIPAL EXCHANGE TRADED FD11.2K shares117.29%2026-03-312026-04-24

NOW SERVICENOW INC6.0K shares8.45%2026-03-312026-04-24

Sponsored

FITB FIFTH THIRD BANCORP13.5K shares0.00%2026-03-312026-04-24

CDC VICTORY PORTFOLIOS II8.6K shares-35.30%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS9.5K shares13.05%2026-03-312026-04-24

CTAS CINTAS CORP3.6K shares10.64%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR19.6K shares-2.32%2026-03-312026-04-24

FYX FIRST TR EXCHANGE-TRADED ALP5.0K shares-9.60%2026-03-312026-04-24

TMUS T-MOBILE US INC2.8K shares38.28%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC1.5K shares-19.85%2026-03-312026-04-24

Sponsored

DFEB FIRST TR EXCHNG TRADED FD VI12.2K sharesnew addition2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.4K shares2.20%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC5.8K shares-45.19%2026-03-312026-04-24

AAXJ ISHARES TR6.0K shares-66.67%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR5.2K shares-14.19%2026-03-312026-04-24

LULU LULULEMON ATHLETICA INC3.7K shares-5.90%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS2.6K shares-2.85%2026-03-312026-04-24

WM WASTE MGMT INC DEL2.4K shares0.41%2026-03-312026-04-24

Sponsored

LOW LOWES COS INC2.4K shares0.51%2026-03-312026-04-24

TBIL RBB FD INC11.1K shares-5.11%2026-03-312026-04-24

QCOM QUALCOMM INC4.3K shares0.00%2026-03-312026-04-24

SFLO VICTORY PORTFOLIOS II18.4K shares0.34%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO1.8K shares-10.46%2026-03-312026-04-24

BILS SPDR SERIES TRUST5.5K shares-30.23%2026-03-312026-04-24

AM ANTERO MIDSTREAM CORP23.5K shares-1.82%2026-03-312026-04-24

VLO VALERO ENERGY CORP2.2K shares2.47%2026-03-312026-04-24

Sponsored

XLV SELECT SECTOR SPDR TR3.6K shares1.57%2026-03-312026-04-24

DIVB ISHARES TR9.8K shares-57.09%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN3.3K shares7.63%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS2.1K shares1.82%2026-03-312026-04-24

BA BOEING CO2.6K shares68.65%2026-03-312026-04-24

IGIB ISHARES TR9.5K shares-1.12%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC5.8K shares-12.43%2026-03-312026-04-24

IQLT ISHARES TR10.9K sharesnew addition2026-03-312026-04-24

Sponsored

KMI KINDER MORGAN INC DEL14.9K shares-0.23%2026-03-312026-04-24

PFE PFIZER INC17.6K shares0.30%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS10.7K shares-1.31%2026-03-312026-04-24

A AGILENT TECHNOLOGIES INC4.3K shares2.98%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC2.9K shares-23.13%2026-03-312026-04-24

FDX FEDEX CORP1.3K shares-11.26%2026-03-312026-04-24

NET CLOUDFLARE INC2.3K shares-0.39%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.7K shares-5.69%2026-03-312026-04-24

Sponsored

JPSE J P MORGAN EXCHANGE TRADED F8.9K shares0.00%2026-03-312026-04-24

PAYC PAYCOM SOFTWARE INC3.8K shares-1.15%2026-03-312026-04-24

CIBR FIRST TR EXCHANGE-TRADED FD7.2K shares6.19%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC1.7K shares5.54%2026-03-312026-04-24

IJK ISHARES TR4.5K shares0.00%2026-03-312026-04-24

VHT VANGUARD WORLD FD1.6K shares-0.24%2026-03-312026-04-24

FNX FIRST TR EXCHANGE-TRADED ALP3.5K shares0.00%2026-03-312026-04-24

VB VANGUARD INDEX FDS1.7K shares-1.58%2026-03-312026-04-24

Sponsored

VIS VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-24

SYK STRYKER CORPORATION1.3K shares4.66%2026-03-312026-04-24

IBDR ISHARES TR17.6K shares16.54%2026-03-312026-04-24

BLDR BUILDERS FIRSTSOURCE INC5.1K shares5.95%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS5.5K shares0.00%2026-03-312026-04-24

PGR PROGRESSIVE CORP2.1K shares0.00%2026-03-312026-04-24

GEV GE VERNOVA INC476 shares-1.04%2026-03-312026-04-24

SPMD SPDR SERIES TRUST7.0K shares5.11%2026-03-312026-04-24

Sponsored

IJT ISHARES TR2.8K shares1.08%2026-03-312026-04-24

ADI ANALOG DEVICES INC1.3K shares1.51%2026-03-312026-04-24

HQL ABRDN LIFE SCIENCES INVESTOR24.6K shares5.83%2026-03-312026-04-24

NFLX NETFLIX INC.4.1K shares-33.53%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L10.4K shares0.00%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP1.5K shares-9.93%2026-03-312026-04-24

VAW VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-04-24

MPW MEDICAL PROPERTIES TRUST INC84.1K shares1.50%2026-03-312026-04-24

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP4.2K shares0.00%2026-03-312026-04-24

DVY ISHARES TR2.5K shares-1.94%2026-03-312026-04-24

CB CHUBB LTD SWITZ1.2K shares-0.09%2026-03-312026-04-24

SDY SPDR SERIES TRUST2.6K shares-2.57%2026-03-312026-04-24

VTR VENTAS INC4.7K shares0.54%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS4.8K shares-3.09%2026-03-312026-04-24

BAH BOOZ ALLEN HAMILTON HLDG COR4.8K shares-4.60%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR4.4K sharesnew addition2026-03-312026-04-24

Sponsored

REGL PROSHARES TR4.3K shares0.02%2026-03-312026-04-24

HPI HANCOCK JOHN PFD INCOME FD23.5K shares0.00%2026-03-312026-04-24

SPYG SPDR SERIES TRUST3.7K sharesnew addition2026-03-312026-04-24

USMV ISHARES TR3.9K shares-0.10%2026-03-312026-04-24

PII POLARIS INC6.4K shares0.14%2026-03-312026-04-24

ENB ENBRIDGE INC6.5K shares-11.19%2026-03-312026-04-24

MBB ISHARES TR3.7K shares-6.72%2026-03-312026-04-24

IBDS ISHARES TR14.4K shares12.01%2026-03-312026-04-24

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.8K shares-0.35%2026-03-312026-04-24

IJJ ISHARES TR2.6K shares0.00%2026-03-312026-04-24

AEP AMERICAN ELEC PWR CO INC2.6K shares-0.30%2026-03-312026-04-24

AGG ISHARES TR3.5K shares-1.70%2026-03-312026-04-24

IWV ISHARES TR921 shares0.00%2026-03-312026-04-24

IESC IES HOLDINGS INC699 shares5.27%2026-03-312026-04-24

VST VISTRA CORP2.2K shares-0.63%2026-03-312026-04-24

WPC WP CAREY INC4.9K shares-0.20%2026-03-312026-04-24

Sponsored

LYB LYONDELLBASELL INDUSTRIES NV4.1K sharesnew addition2026-03-312026-04-24

IBTH ISHARES TR14.6K shares7.37%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR5.3K shares8.46%2026-03-312026-04-24

IBTI ISHARES TR14.6K shares7.37%2026-03-312026-04-24

MMM 3M CO2.2K shares-1.33%2026-03-312026-04-24

DYNF BLACKROCK ETF TRUST5.5K shares-12.15%2026-03-312026-04-24

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL800 shares0.00%2026-03-312026-04-24

YUM YUM BRANDS INC2.0K shares-5.54%2026-03-312026-04-24

Sponsored

IEF ISHARES TR3.2K shares4.50%2026-03-312026-04-24

GILD GILEAD SCIENCES INC2.2K shares-3.33%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS6.4K shares1.18%2026-03-312026-04-24

KHC KRAFT HEINZ CO13.4K sharesnew addition2026-03-312026-04-24

PYPL PAYPAL HLDGS INC6.6K shares3.34%2026-03-312026-04-24

CGGO CAPITAL GROUP GBL GROWTH EQT8.9K shares-8.05%2026-03-312026-04-24

EME EMCOR GROUP INC399 shares0.00%2026-03-312026-04-24

OEF ISHARES TR913 shares0.00%2026-03-312026-04-24

Sponsored

TUA SIMPLIFY EXCHANGE TRADED FUN13.6K sharesnew addition2026-03-312026-04-24

FNF FIDELITY NATL FINL INC6.1K shares-4.38%2026-03-312026-04-24

INTC INTEL CORP6.3K shares-7.20%2026-03-312026-04-24

WAT WATERS CORP918 shares2.00%2026-03-312026-04-24

IJS ISHARES TR2.3K shares-9.76%2026-03-312026-04-24

BF.A BROWN FORMAN CORP10.0K shares0.00%2026-03-312026-04-24

SPYV SPDR SERIES TRUST4.7K shares-10.28%2026-03-312026-04-24

PULS PGIM ETF TR5.3K shares10.31%2026-03-312026-04-24

Sponsored

IWP ISHARES TR2.1K shares0.00%2026-03-312026-04-24

VRTX VERTEX PHARMACEUTICALS INC591 shares-3.59%2026-03-312026-04-24

IGSB ISHARES TR5.0K shares-34.54%2026-03-312026-04-24

ILCG ISHARES TR2.8K shares0.00%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO4.3K shares0.51%2026-03-312026-04-24

SLV ISHARES SILVER TR3.8K shares0.66%2026-03-312026-04-24

HUBBELL INC HUBBELL INC525 shares0.00%2026-03-312026-04-24

NSC NORFOLK SOUTHN CORP892 shares-21.13%2026-03-312026-04-24

Sponsored

ESGE ISHARES INC5.5K shares-10.87%2026-03-312026-04-24

MA MASTERCARD INCORPORATED502 shares-1.38%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR6.0K sharesnew addition2026-03-312026-04-24

SMDV PROSHARES TR3.5K shares0.00%2026-03-312026-04-24

HCA HCA HEALTHCARE INC507 shares0.00%2026-03-312026-04-24

AMAT APPLIED MATLS INC701 sharesnew addition2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC3.3K shares-2.44%2026-03-312026-04-24

VTEB VANGUARD MUN BD FDS4.8K shares0.00%2026-03-312026-04-24

Sponsored

XBI SPDR SERIES TRUST1.8K shares0.00%2026-03-312026-04-24

KNSL KINSALE CAP GROUP INC684 sharesnew addition2026-03-312026-04-24

UNM UNUM GROUP3.2K shares0.00%2026-03-312026-04-24

COWZ PACER FDS TR3.7K shares-9.36%2026-03-312026-04-24

AKAM AKAMAI TECHNOLOGIES INC2.0K sharesnew addition2026-03-312026-04-24

CSX CSX CORP5.6K shares0.00%2026-03-312026-04-24

SOXQ INVESCO EXCH TRADED FD TR II3.8K shares0.00%2026-03-312026-04-24

PAGP PLAINS GP HLDGS L P9.3K sharesnew addition2026-03-312026-04-24

Sponsored

ARKK ARK ETF TR3.3K shares-1.12%2026-03-312026-04-24

TSCO TRACTOR SUPPLY CO5.0K shares-3.27%2026-03-312026-04-24

XSOE WISDOMTREE TR5.5K shares-2.26%2026-03-312026-04-24

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.2K sharesnew addition2026-03-312026-04-24

VXUS VANGUARD STAR FDS2.8K sharesnew addition2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS INC504 sharesnew addition2026-03-312026-04-24

HDV ISHARES TR1.6K sharesnew addition2026-03-312026-04-24

LAMR LAMAR ADVERTISING CO1.7K shares-1.95%2026-03-312026-04-24

Sponsored

GLW CORNING INC1.6K sharesnew addition2026-03-312026-04-24

HEI HEICO CORP NEW775 shares0.00%2026-03-312026-04-24

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP760 shares-11.32%2026-03-312026-04-24

IWM ISHARES TR850 sharesnew addition2026-03-312026-04-24

IBHG ISHARES TR9.3K sharesnew addition2026-03-312026-04-24

JGRO J P MORGAN EXCHANGE TRADED F2.4K shares0.00%2026-03-312026-04-24

PSX PHILLIPS 661.1K shares-36.55%2026-03-312026-04-24

Sponsored

TWLO TWILIO INC1.6K shares0.00%2026-03-312026-04-24

NUE NUCOR CORP1.2K sharesnew addition2026-03-312026-04-24

NVS NOVARTIS AG1.3K sharesnew addition2026-03-312026-04-24

IBDT ISHARES TR8.0K sharesnew addition2026-03-312026-04-24

AEVA TECHNOLOGIES INC AEVA TECHNOLOGIES INC12.2K sharesnew addition2026-03-312026-04-24

CAG CONAGRA BRANDS INC10.1K sharesnew addition2026-03-312026-04-24

EXG EATON VANCE TAX-MANAGED GLOB15.7K shares-11.21%2026-03-312026-04-24

SFL SFL CORPORATION LTD11.2K shares-0.37%2026-03-312026-04-24

Sponsored

EOSE EOS ENERGY ENTERPRISES INC16.5K shares16.18%2026-03-312026-04-24

PHK PIMCO HIGH INCOME FD13.2K shares-12.59%2026-03-312026-04-24

NB NIOCORP DEVS LTD10.6K shares0.00%2026-03-312026-04-24

SIDUS SPACE INC SIDUS SPACE INC19.8K sharesnew addition2026-03-312026-04-24

NOTV INOTIV INC62.1K shares-36.35%2026-03-312026-04-24

QQQM

INVESCO EXCH TRADED FD TR II

11.21%

Shares143.0K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-13.59%

Shares35.1K

Event2026-03-31

Filed2026-04-24

XMHQ

INVESCO EXCHANGE TRADED FD T

-3.15%

Shares183.4K

Event2026-03-31

Filed2026-04-24

JHMM

JOHN HANCOCK EXCHANGE TRADED

-4.31%

Shares266.8K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-5.43%

Shares69.4K

Event2026-03-31

Filed2026-04-24

DFUS

DIMENSIONAL ETF TRUST

7.71%

Shares212.8K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

1.47%

Shares337.3K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

24.63%

Shares23.0K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

-1.10%

Shares34.3K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-22.82%

Shares68.1K

Event2026-03-31

Filed2026-04-24

EQWL

INVESCO EXCHANGE TRADED FD T

57.36%

Shares102.2K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-42.33%

Shares17.7K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-0.27%

Shares30.6K

Event2026-03-31

Filed2026-04-24

FTGS

FIRST TR EXCHANGE-TRADED FD

2.74%

Shares317.3K

Event2026-03-31

Filed2026-04-24

DGRO

ISHARES TR

-14.96%

Shares153.5K

Event2026-03-31

Filed2026-04-24

GLDM

WORLD GOLD TR

21.87%

Shares115.0K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

53.57%

Shares265.2K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

-3.85%

Shares49.1K

Event2026-03-31

Filed2026-04-24

XLG

INVESCO EXCHANGE TRADED FD T

3.60%

Shares166.9K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

-3.90%

Shares76.5K

Event2026-03-31

Filed2026-04-24

ILOW

AB ACTIVE ETFS INC

59.59%

Shares192.1K

Event2026-03-31

Filed2026-04-24

DFAS

DIMENSIONAL ETF TRUST

4.85%

Shares112.5K

Event2026-03-31

Filed2026-04-24

FWD

AB ACTIVE ETFS INC

50.43%

Shares73.4K

Event2026-03-31

Filed2026-04-24

PPA

INVESCO EXCHANGE TRADED FD T

50.52%

Shares43.9K

Event2026-03-31

Filed2026-04-24

SDVY

FIRST TR EXCHANGE TRADED FD

-5.92%

Shares168.6K

Event2026-03-31

Filed2026-04-24

BUFR

FIRST TR EXCHNG TRADED FD VI

13.33%

Shares185.7K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.06%

Shares21.3K

Event2026-03-31

Filed2026-04-24

SPHQ

INVESCO EXCHANGE TRADED FD T

-7.95%

Shares81.0K

Event2026-03-31

Filed2026-04-24

GRID

FIRST TR EXCHANGE-TRADED FD

65.95%

Shares34.8K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

7.95%

Shares19.3K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-3.50%

Shares45.4K

Event2026-03-31

Filed2026-04-24

FLQM

FRANKLIN TEMPLETON ETF TR

-6.05%

Shares88.5K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-13.92%

Shares28.4K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

-2.63%

Shares31.5K

Event2026-03-31

Filed2026-04-24

SCHV

SCHWAB STRATEGIC TR

1.01%

Shares147.4K

Event2026-03-31

Filed2026-04-24

FLXR

TCW ETF TRUST

90.73%

Shares114.1K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

-7.95%

Shares47.4K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

1.92%

Shares144.6K

Event2026-03-31

Filed2026-04-24

ALTRIA GROUP INC

-3.94%

Shares62.2K

Event2026-03-31

Filed2026-04-24

INVESCO EXCHANGE TRADED FD T

1.96%

Shares21.0K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

-45.22%

Shares21.2K

Event2026-03-31

Filed2026-04-24

CGIC

CAPITAL GROUP INTERNATIONAL

New

Shares116.8K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-15.78%

Shares12.5K

Event2026-03-31

Filed2026-04-24

AT&T INC

-0.68%

Shares132.9K

Event2026-03-31

Filed2026-04-24

PWR

QUANTA SVCS INC

1.29%

Shares6.8K

Event2026-03-31

Filed2026-04-24

FEX

FIRST TR EXCHANGE-TRADED ALP

-5.86%

Shares30.0K

Event2026-03-31

Filed2026-04-24

IJH

ISHARES TR

-1.60%

Shares54.0K

Event2026-03-31

Filed2026-04-24

VFLO

VICTORY PORTFOLIOS II

32.79%

Shares92.2K

Event2026-03-31

Filed2026-04-24

TIP

ISHARES TR

New

Shares32.8K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-6.64%

Shares74.1K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.43%

Shares13.6K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

New

Shares36.1K

Event2026-03-31

Filed2026-04-24

SYFI

AB ACTIVE ETFS INC

-8.57%

Shares91.1K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

-30.84%

Shares14.5K

Event2026-03-31

Filed2026-04-24

LLY

ELI LILLY & CO

-4.06%

Shares3.3K

Event2026-03-31

Filed2026-04-24

ESGU

ISHARES TR

New

Shares21.4K

Event2026-03-31

Filed2026-04-24

PWRD

TCW ETF TRUST

183.93%

Shares30.8K

Event2026-03-31

Filed2026-04-24

VBK

VANGUARD INDEX FDS

-0.41%

Shares9.9K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-35.93%

Shares6.2K

Event2026-03-31

Filed2026-04-24

XNTK

SPDR SERIES TRUST

4.93%

Shares11.6K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

-11.11%

Shares13.5K

Event2026-03-31

Filed2026-04-24

NOBL

PROSHARES TR

-6.68%

Shares26.8K

Event2026-03-31

Filed2026-04-24