Sponsored

The Analysis of KWB Wealth's Holdings & P&L

Currently, KWB Wealth holds 166 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in TSLA (+301 shares, valued at $135.4K), COST (+71 shares, valued at $61.2K), EIX (+434 shares, valued at $26.0K); decreased their positions in SPYG (-75.3K shares, valued at $8.0M), SPYV (-124.5K shares, valued at $7.1M), SPTI (-148.4K shares, valued at $4.3M).

1M P&L

-4.1M-0.39%

3M P&L

+54.4M+5.50%

HY P&L

+49.0M+4.93%

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/A940.4M

95.6%

2Capital Markets10.2M

1.0%

3Software - Infrastructure5.3M

0.5%

Top Industries by Stock Count

1N/A118 stocks

76.6%

2Drug Manufacturers - General2 stocks

1.3%

3Semiconductors2 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST906.9K shares-7.67%2026-03-312026-04-08

SPYV SPDR SERIES TRUST1.6M shares-7.11%2026-03-312026-04-08

SPYM SPDR SERIES TRUST1.1M shares-0.74%2026-03-312026-04-08

DYNF BLACKROCK ETF TRUST794.4K shares-1.36%2026-03-312026-04-08

SPDW SPDR INDEX SHS FDS830.4K shares-7.70%2026-03-312026-04-08

SPTI SPDR SERIES TRUST1.2M shares-11.29%2026-03-312026-04-08

JMBS JANUS DETROIT STR TR620.2K shares-10.19%2026-03-312026-04-08

IEMG ISHARES INC405.0K shares-1.32%2026-03-312026-04-08

Sponsored

SPSM SPDR SERIES TRUST548.8K shares-9.12%2026-03-312026-04-08

CGBL CAPITAL GROUP CORE BALANCED670.9K shares-0.38%2026-03-312026-04-08

SPEM SPDR INDEX SHS FDS476.3K shares-6.83%2026-03-312026-04-08

IVLU ISHARES TR576.8K shares-1.34%2026-03-312026-04-08

CGDV CAPITAL GROUP DIVIDEND VALUE499.6K shares-0.40%2026-03-312026-04-08

IUSB ISHARES TR447.7K shares-1.89%2026-03-312026-04-08

RECS COLUMBIA ETF TR I487.0K shares-0.63%2026-03-312026-04-08

SPIB SPDR SERIES TRUST516.5K shares-11.13%2026-03-312026-04-08

Sponsored

QUAL ISHARES TR83.6K shares-1.35%2026-03-312026-04-08

SPMO INVESCO EXCH TRADED FD TR II123.5K shares-1.31%2026-03-312026-04-08

JBND J P MORGAN EXCHANGE TRADED F272.4K shares-0.52%2026-03-312026-04-08

QEFA SPDR INDEX SHS FDS160.5K shares0.00%2026-03-312026-04-08

THRO BLACKROCK ETF TRUST372.5K shares-1.30%2026-03-312026-04-08

BAI BLACKROCK ETF TRUST417.3K shares-1.34%2026-03-312026-04-08

FEGE RBB FUND TRUST298.7K shares-0.33%2026-03-312026-04-08

CGGO CAPITAL GROUP GBL GROWTH EQT376.9K shares-0.61%2026-03-312026-04-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS19.0K shares0.00%2026-03-312026-04-08

GTO INVESCO ACTIVELY MANAGED EXC250.0K shares-0.29%2026-03-312026-04-08

GLDM WORLD GOLD TR125.2K shares-1.63%2026-03-312026-04-08

LPLA LPL FINL HLDGS INC28.6K shares0.00%2026-03-312026-04-08

OAKM HARRIS OAKMARK ETF TRUST355.5K shares-0.43%2026-03-312026-04-08

CGMS CAPITAL GRP FIXED INCM ETF T358.3K shares-0.06%2026-03-312026-04-08

JPEM J P MORGAN EXCHANGE TRADED F159.2K shares0.00%2026-03-312026-04-08

BINC BLACKROCK ETF TRUST II178.8K shares-2.06%2026-03-312026-04-08

Sponsored

IVV ISHARES TR13.7K shares0.00%2026-03-312026-04-08

CGGR CAPITAL GROUP GROWTH ETF201.1K shares-0.90%2026-03-312026-04-08

IAGG ISHARES TR173.0K shares-2.00%2026-03-312026-04-08

CGIE CAPITAL GROUP INTERNATIONAL215.1K shares-1.01%2026-03-312026-04-08

SLYG SPDR SERIES TRUST76.0K shares-9.72%2026-03-312026-04-08

SPMD SPDR SERIES TRUST122.4K shares-0.25%2026-03-312026-04-08

JIVE J P MORGAN EXCHANGE TRADED F88.1K shares-0.49%2026-03-312026-04-08

SHLD GLOBAL X FDS102.2K shares-1.44%2026-03-312026-04-08

Sponsored

SPAB SPDR SERIES TRUST250.7K shares-1.91%2026-03-312026-04-08

SPTL SPDR SERIES TRUST238.2K shares-1.77%2026-03-312026-04-08

MSFT MICROSOFT CORP11.0K shares-3.13%2026-03-312026-04-08

AAPL APPLE INC15.9K shares-5.11%2026-03-312026-04-08

AVUS AMERICAN CENTY ETF TR37.6K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T80.1K shares-3.79%2026-03-312026-04-08

PG PROCTER & GAMBLE CO25.8K shares0.00%2026-03-312026-04-08

SPTM SPDR SERIES TRUST40.7K shares-0.20%2026-03-312026-04-08

Sponsored

AXP AMERICAN EXPRESS CO8.9K shares-8.40%2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II50.0K shares-1.41%2026-03-312026-04-08

OSEA HARBOR ETF TRUST101.8K shares-1.00%2026-03-312026-04-08

RLY SSGA ACTIVE ETF TR75.3K shares-0.61%2026-03-312026-04-08

TGRT T ROWE PRICE ETF INC52.4K shares0.00%2026-03-312026-04-08

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II88.0K shares-1.30%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.5K shares0.00%2026-03-312026-04-08

JPME J P MORGAN EXCHANGE TRADED F19.5K shares0.00%2026-03-312026-04-08

Sponsored

PDN INVESCO EXCH TRADED FD TR II50.0K shares-1.15%2026-03-312026-04-08

NVDA NVIDIA CORPORATION10.2K shares0.00%2026-03-312026-04-08

VXF VANGUARD INDEX FDS9.1K shares0.00%2026-03-312026-04-08

WMT WALMART INC16.7K shares-11.72%2026-03-312026-04-08

COST COSTCO WHOLESALE CORPORATION2.1K shares3.46%2026-03-312026-04-08

QGRO AMERICAN CENTY ETF TR14.2K shares0.00%2026-03-312026-04-08

IJR ISHARES TR13.3K shares0.00%2026-03-312026-04-08

VOOG VANGUARD ADMIRAL FDS INC3.5K shares0.00%2026-03-312026-04-08

Sponsored

PAAA PGIM ETF TR30.3K shares0.00%2026-03-312026-04-08

ISCF ISHARES TR34.1K shares-0.53%2026-03-312026-04-08

AVUV AMERICAN CENTY ETF TR13.6K shares0.00%2026-03-312026-04-08

JPSE J P MORGAN EXCHANGE TRADED F27.3K shares0.00%2026-03-312026-04-08

IJH ISHARES TR19.3K shares0.00%2026-03-312026-04-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.0K shares-1.29%2026-03-312026-04-08

FLSP FRANKLIN TEMPLETON ETF TR45.0K shares-0.05%2026-03-312026-04-08

IVW ISHARES TR9.7K shares0.00%2026-03-312026-04-08

Sponsored

VOOV VANGUARD ADMIRAL FDS INC5.6K shares0.00%2026-03-312026-04-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.1K shares1.08%2026-03-312026-04-08

CALI BLACKROCK ETF TRUST II21.3K shares0.00%2026-03-312026-04-08

IEFA ISHARES TR11.7K shares0.00%2026-03-312026-04-08

CGMU CAPITAL GRP FIXED INCM ETF T37.5K shares0.00%2026-03-312026-04-08

SLYV SPDR SERIES TRUST10.0K shares-0.09%2026-03-312026-04-08

TSLA TESLA INC1.9K shares18.38%2026-03-312026-04-08

EIX EDISON INTL13.4K shares3.34%2026-03-312026-04-08

Sponsored

HD HOME DEPOT INC2.3K shares0.00%2026-03-312026-04-08

NURE NUSHARES ETF TR27.6K shares0.00%2026-03-312026-04-08

EMHC SPDR SERIES TRUST28.1K shares-1.28%2026-03-312026-04-08

CGIC CAPITAL GROUP INTERNATIONAL21.8K shares0.00%2026-03-312026-04-08

JPLD J P MORGAN EXCHANGE TRADED F12.1K shares-0.07%2026-03-312026-04-08

SPIP SPDR SERIES TRUST24.1K shares-2.44%2026-03-312026-04-08

JSML JANUS DETROIT STR TR8.4K shares0.00%2026-03-312026-04-08

BAC BANK AMERICA CORP10.7K shares0.00%2026-03-312026-04-08

Sponsored

IDHQ INVESCO EXCH TRADED FD TR II16.6K shares0.00%2026-03-312026-04-08

V VISA INC1.7K shares-31.93%2026-03-312026-04-08

EUSB ISHARES TR13.0K shares-23.18%2026-03-312026-04-08

FLBL FRANKLIN TEMPLETON ETF TR23.1K shares-1.33%2026-03-312026-04-08

CGCV CAPITAL GROUP CONSERVATIVE E17.3K shares0.00%2026-03-312026-04-08

QQQM INVESCO EXCH TRADED FD TR II2.1K shares0.00%2026-03-312026-04-08

AMAT APPLIED MATLS INC2.0K shares0.00%2026-03-312026-04-08

INVESCO QQQ TR INVESCO QQQ TR821 shares0.00%2026-03-312026-04-08

Sponsored

EFA ISHARES TR5.2K shares0.00%2026-03-312026-04-08

GSLC GOLDMAN SACHS ETF TR3.7K shares0.00%2026-03-312026-04-08

WFC WELLS FARGO & CO5.2K shares-40.15%2026-03-312026-04-08

BA BOEING CO2.2K shares1.89%2026-03-312026-04-08

HGER HARBOR ETF TRUST19.2K shares-2.09%2026-03-312026-04-08

USXF ISHARES TR7.6K shares-7.34%2026-03-312026-04-08

GSY INVESCO ACTIVELY MANAGED EXC8.7K shares0.00%2026-03-312026-04-08

ABBV ABBVIE INC1.9K shares0.00%2026-03-312026-04-08

Sponsored

GOVT ISHARES TR18.0K shares-5.16%2026-03-312026-04-08

IXUS ISHARES TR4.9K shares0.00%2026-03-312026-04-08

PULS PGIM ETF TR8.3K shares-0.41%2026-03-312026-04-08

CRM SALESFORCE INC1.6K shares0.00%2026-03-312026-04-08

JPIB J P MORGAN EXCHANGE TRADED F8.1K shares-2.68%2026-03-312026-04-08

IBIT ISHARES BITCOIN TRUST ETF7.9K shares-4.17%2026-03-312026-04-08

WM WASTE MGMT INC DEL1.8K shares-41.68%2026-03-312026-04-08

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-04-08

Sponsored

PEP PEPSICO INC2.6K shares-42.95%2026-03-312026-04-08

FESM FIDELITY COVINGTON TRUST10.0K shares0.00%2026-03-312026-04-08

IQSI NEW YORK LIFE INVESTMENTS ET10.6K shares-7.46%2026-03-312026-04-08

RAFE PIMCO EQUITY SER8.9K shares-8.72%2026-03-312026-04-08

CGSD CAPITAL GRP FIXED INCM ETF T14.2K shares0.00%2026-03-312026-04-08

SPY STATE STR SPDR S&P 500 ETF T533 shares0.00%2026-03-312026-04-08

MCD MCDONALDS CORP1.2K shares-44.62%2026-03-312026-04-08

EBND SPDR SERIES TRUST16.5K shares-1.30%2026-03-312026-04-08

Sponsored

MDYV SPDR SERIES TRUST4.1K shares0.00%2026-03-312026-04-08

SPYD SPDR SERIES TRUST8.0K shares-4.18%2026-03-312026-04-08

AMZN AMAZON COM INC1.5K shares0.00%2026-03-312026-04-08

VTV VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-08

GE AEROSPACE GE AEROSPACE1.1K shares0.00%2026-03-312026-04-08

VB VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-08

FMDE FIDELITY COVINGTON TRUST8.7K shares0.00%2026-03-312026-04-08

MDYG SPDR SERIES TRUST3.4K shares0.00%2026-03-312026-04-08

Sponsored

CAT CATERPILLAR INC549 shares0.00%2026-03-312026-04-08

IWM ISHARES TR1.3K shares0.00%2026-03-312026-04-08

ALPHABET INC ALPHABET INC980 shares0.00%2026-03-312026-04-08

CVX CHEVRON CORPORATION2.0K shares0.00%2026-03-312026-04-08

VO VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-08

CTA SIMPLIFY EXCHANGE TRADED FUN11.0K shares-1.16%2026-03-312026-04-08

IUSG ISHARES TR1.8K shares0.00%2026-03-312026-04-08

XLRE SELECT SECTOR SPDR TR7.4K shares0.00%2026-03-312026-04-08

Sponsored

XVV ISHARES TR5.5K shares0.00%2026-03-312026-04-08

DAL DELTA AIR LINES INC4.2K shares0.00%2026-03-312026-04-08

SYSB ISHARES TR3.2K shares-6.05%2026-03-312026-04-08

QEMM SPDR INDEX SHS FDS4.4K shares0.00%2026-03-312026-04-08

IUSV ISHARES TR2.8K shares0.00%2026-03-312026-04-08

MERCK & CO INC MERCK & CO INC2.7K shares0.00%2026-03-312026-04-08

EMXF ISHARES TR6.0K shares-5.96%2026-03-312026-04-08

JAAA JANUS DETROIT STR TR5.4K shares0.00%2026-03-312026-04-08

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD2.5K shares-10.56%2026-03-312026-04-08

EMB ISHARES TR2.8K shares-6.56%2026-03-312026-04-08

IWF ISHARES TR556 shares0.00%2026-03-312026-04-08

CVBF CVB FINL CORP14.0K shares0.00%2026-03-312026-04-08

DIVB ISHARES TR4.6K shares-4.21%2026-03-312026-04-08

DVY ISHARES TR1.7K shares0.00%2026-03-312026-04-08

MMM 3M CO1.5K shares-54.46%2026-03-312026-04-08

SMH VANECK ETF TRUST647 shares-2.85%2026-03-312026-04-08

Sponsored

AMD ADVANCED MICRO DEVICES INC1.1K shares0.00%2026-03-312026-04-08

PAA PLAINS ALL AMERN PIPELINE L12.5K shares0.00%2026-03-312026-04-08

RTX RTX CORPORATION1.2K shares0.00%2026-03-312026-04-08

SPHY SPDR SERIES TRUST9.4K shares-1.32%2026-03-312026-04-08

GDX VANECK ETF TRUST2.5K shares0.00%2026-03-312026-04-08

SRE SEMPRA2.4K shares0.00%2026-03-312026-04-08

DIA STATE STR SPDR DOW JONES IND437 shares0.00%2026-03-312026-04-08

MNST MONSTER BEVERAGE CORP NEW2.7K shares0.00%2026-03-312026-04-08

Sponsored

CEG CONSTELLATION ENERGY CORP587 shares-58.60%2026-03-312026-04-08

ITOT ISHARES TR1.4K shares0.00%2026-03-312026-04-08

FENI FIDELITY COVINGTON TRUST5.5K shares0.00%2026-03-312026-04-08

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD10.8K shares0.00%2026-03-312026-04-08

GNLX GENELUX CORPORATION23.3K shares0.00%2026-03-312026-04-08

LXRX LEXICON PHARMACEUTICALS INC40.6K shares0.00%2026-03-312026-04-08

SPYG

SPDR SERIES TRUST

-7.67%

Shares906.9K

Event2026-03-31

Filed2026-04-08

SPYV

SPDR SERIES TRUST

-7.11%

Shares1.6M

Event2026-03-31

Filed2026-04-08

SPYM

SPDR SERIES TRUST

-0.74%

Shares1.1M

Event2026-03-31

Filed2026-04-08

DYNF

BLACKROCK ETF TRUST

-1.36%

Shares794.4K

Event2026-03-31

Filed2026-04-08

SPDW

SPDR INDEX SHS FDS

-7.70%

Shares830.4K

Event2026-03-31

Filed2026-04-08

SPTI

SPDR SERIES TRUST

-11.29%

Shares1.2M

Event2026-03-31

Filed2026-04-08

JMBS

JANUS DETROIT STR TR

-10.19%

Shares620.2K

Event2026-03-31

Filed2026-04-08

IEMG

ISHARES INC

-1.32%

Shares405.0K

Event2026-03-31

Filed2026-04-08

SPSM

SPDR SERIES TRUST

-9.12%

Shares548.8K

Event2026-03-31

Filed2026-04-08

CGBL

CAPITAL GROUP CORE BALANCED

-0.38%

Shares670.9K

Event2026-03-31

Filed2026-04-08

SPEM

SPDR INDEX SHS FDS

-6.83%

Shares476.3K

Event2026-03-31

Filed2026-04-08

IVLU

ISHARES TR

-1.34%

Shares576.8K

Event2026-03-31

Filed2026-04-08

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.40%

Shares499.6K

Event2026-03-31

Filed2026-04-08

IUSB

ISHARES TR

-1.89%

Shares447.7K

Event2026-03-31

Filed2026-04-08

RECS

COLUMBIA ETF TR I

-0.63%

Shares487.0K

Event2026-03-31

Filed2026-04-08

SPIB

SPDR SERIES TRUST

-11.13%

Shares516.5K

Event2026-03-31

Filed2026-04-08

QUAL

ISHARES TR

-1.35%

Shares83.6K

Event2026-03-31

Filed2026-04-08

SPMO

INVESCO EXCH TRADED FD TR II

-1.31%

Shares123.5K

Event2026-03-31

Filed2026-04-08

JBND

J P MORGAN EXCHANGE TRADED F

-0.52%

Shares272.4K

Event2026-03-31

Filed2026-04-08

QEFA

SPDR INDEX SHS FDS

0.00%

Shares160.5K

Event2026-03-31

Filed2026-04-08

THRO

BLACKROCK ETF TRUST

-1.30%

Shares372.5K

Event2026-03-31

Filed2026-04-08

BAI

BLACKROCK ETF TRUST

-1.34%

Shares417.3K

Event2026-03-31

Filed2026-04-08

FEGE

RBB FUND TRUST

-0.33%

Shares298.7K

Event2026-03-31

Filed2026-04-08

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.61%

Shares376.9K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-08

GTO

INVESCO ACTIVELY MANAGED EXC

-0.29%

Shares250.0K

Event2026-03-31

Filed2026-04-08

GLDM

WORLD GOLD TR

-1.63%

Shares125.2K

Event2026-03-31

Filed2026-04-08

LPLA

LPL FINL HLDGS INC

0.00%

Shares28.6K

Event2026-03-31

Filed2026-04-08

OAKM

HARRIS OAKMARK ETF TRUST

-0.43%

Shares355.5K

Event2026-03-31

Filed2026-04-08

CGMS

CAPITAL GRP FIXED INCM ETF T

-0.06%

Shares358.3K

Event2026-03-31

Filed2026-04-08

JPEM

J P MORGAN EXCHANGE TRADED F

0.00%

Shares159.2K

Event2026-03-31

Filed2026-04-08

BINC

BLACKROCK ETF TRUST II

-2.06%

Shares178.8K

Event2026-03-31

Filed2026-04-08

IVV

ISHARES TR

0.00%

Shares13.7K

Event2026-03-31

Filed2026-04-08

CGGR

CAPITAL GROUP GROWTH ETF

-0.90%

Shares201.1K

Event2026-03-31

Filed2026-04-08

IAGG

ISHARES TR

-2.00%

Shares173.0K

Event2026-03-31

Filed2026-04-08

CGIE

CAPITAL GROUP INTERNATIONAL

-1.01%

Shares215.1K

Event2026-03-31

Filed2026-04-08

SLYG

SPDR SERIES TRUST

-9.72%

Shares76.0K

Event2026-03-31

Filed2026-04-08

SPMD

SPDR SERIES TRUST

-0.25%

Shares122.4K

Event2026-03-31

Filed2026-04-08

JIVE

J P MORGAN EXCHANGE TRADED F

-0.49%

Shares88.1K

Event2026-03-31

Filed2026-04-08

SHLD

GLOBAL X FDS

-1.44%

Shares102.2K

Event2026-03-31

Filed2026-04-08

SPAB

SPDR SERIES TRUST

-1.91%

Shares250.7K

Event2026-03-31

Filed2026-04-08

SPTL

SPDR SERIES TRUST

-1.77%

Shares238.2K

Event2026-03-31

Filed2026-04-08

MSFT

MICROSOFT CORP

-3.13%

Shares11.0K

Event2026-03-31

Filed2026-04-08

AAPL

APPLE INC

-5.11%

Shares15.9K

Event2026-03-31

Filed2026-04-08

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares37.6K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-3.79%

Shares80.1K

Event2026-03-31

Filed2026-04-08

PROCTER & GAMBLE CO

0.00%

Shares25.8K

Event2026-03-31

Filed2026-04-08

SPTM

SPDR SERIES TRUST

-0.20%

Shares40.7K

Event2026-03-31

Filed2026-04-08

AXP

AMERICAN EXPRESS CO

-8.40%

Shares8.9K

Event2026-03-31

Filed2026-04-08

INVESCO EXCH TRADED FD TR II

-1.41%

Shares50.0K

Event2026-03-31

Filed2026-04-08

OSEA

HARBOR ETF TRUST

-1.00%

Shares101.8K

Event2026-03-31

Filed2026-04-08

RLY

SSGA ACTIVE ETF TR

-0.61%

Shares75.3K

Event2026-03-31

Filed2026-04-08

TGRT

T ROWE PRICE ETF INC

0.00%

Shares52.4K

Event2026-03-31

Filed2026-04-08

INVESCO EXCH TRADED FD TR II

-1.30%

Shares88.0K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-08

JPME

J P MORGAN EXCHANGE TRADED F

0.00%

Shares19.5K

Event2026-03-31

Filed2026-04-08

PDN

INVESCO EXCH TRADED FD TR II

-1.15%

Shares50.0K

Event2026-03-31

Filed2026-04-08

NVDA

NVIDIA CORPORATION

0.00%

Shares10.2K

Event2026-03-31

Filed2026-04-08

VXF

VANGUARD INDEX FDS

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-08

WMT

WALMART INC

-11.72%

Shares16.7K

Event2026-03-31

Filed2026-04-08

COST

COSTCO WHOLESALE CORPORATION

3.46%

Shares2.1K

Event2026-03-31

Filed2026-04-08

QGRO

AMERICAN CENTY ETF TR

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-08

IJR

ISHARES TR

0.00%

Shares13.3K

Event2026-03-31

Filed2026-04-08

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-08

PAAA

PGIM ETF TR

0.00%

Shares30.3K

Event2026-03-31

Filed2026-04-08

ISCF

ISHARES TR

-0.53%

Shares34.1K

Event2026-03-31

Filed2026-04-08

AVUV

AMERICAN CENTY ETF TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-08

JPSE

J P MORGAN EXCHANGE TRADED F

0.00%

Shares27.3K

Event2026-03-31

Filed2026-04-08

IJH

ISHARES TR

0.00%

Shares19.3K

Event2026-03-31

Filed2026-04-08

INVESCO EXCHANGE TRADED FD T

-1.29%

Shares27.0K

Event2026-03-31

Filed2026-04-08

FLSP

FRANKLIN TEMPLETON ETF TR

-0.05%

Shares45.0K

Event2026-03-31

Filed2026-04-08

IVW

ISHARES TR

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-08

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-08

BERKSHIRE HATHAWAY INC DEL

1.08%

Shares2.1K

Event2026-03-31

Filed2026-04-08

CALI

BLACKROCK ETF TRUST II

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-08

IEFA

ISHARES TR

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-08

CGMU

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares37.5K

Event2026-03-31

Filed2026-04-08

SLYV

SPDR SERIES TRUST

-0.09%

Shares10.0K

Event2026-03-31

Filed2026-04-08

TSLA

TESLA INC

18.38%

Shares1.9K

Event2026-03-31

Filed2026-04-08

EIX

EDISON INTL

3.34%

Shares13.4K

Event2026-03-31

Filed2026-04-08

HOME DEPOT INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-08

NURE

NUSHARES ETF TR

0.00%

Shares27.6K

Event2026-03-31

Filed2026-04-08

EMHC

SPDR SERIES TRUST

-1.28%

Shares28.1K

Event2026-03-31

Filed2026-04-08

CGIC

CAPITAL GROUP INTERNATIONAL

0.00%

Shares21.8K

Event2026-03-31

Filed2026-04-08

JPLD

J P MORGAN EXCHANGE TRADED F

-0.07%

Shares12.1K

Event2026-03-31

Filed2026-04-08

SPIP

SPDR SERIES TRUST

-2.44%

Shares24.1K

Event2026-03-31

Filed2026-04-08

JSML

JANUS DETROIT STR TR

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-08

BAC

BANK AMERICA CORP

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-08

IDHQ

INVESCO EXCH TRADED FD TR II

0.00%

Shares16.6K

Event2026-03-31

Filed2026-04-08

VISA INC

-31.93%

Shares1.7K

Event2026-03-31

Filed2026-04-08

EUSB

ISHARES TR

-23.18%

Shares13.0K

Event2026-03-31

Filed2026-04-08

FLBL

FRANKLIN TEMPLETON ETF TR

-1.33%

Shares23.1K

Event2026-03-31

Filed2026-04-08

CGCV

CAPITAL GROUP CONSERVATIVE E

0.00%

Shares17.3K

Event2026-03-31

Filed2026-04-08

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-08

AMAT

APPLIED MATLS INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

INVESCO QQQ TR

0.00%

Shares821

Event2026-03-31

Filed2026-04-08

EFA

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-08

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-08

WFC

WELLS FARGO & CO

-40.15%

Shares5.2K

Event2026-03-31

Filed2026-04-08

BOEING CO

1.89%

Shares2.2K

Event2026-03-31

Filed2026-04-08

HGER

HARBOR ETF TRUST

-2.09%

Shares19.2K

Event2026-03-31

Filed2026-04-08

USXF

ISHARES TR

-7.34%

Shares7.6K

Event2026-03-31

Filed2026-04-08

GSY

INVESCO ACTIVELY MANAGED EXC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

ABBV

ABBVIE INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

GOVT

ISHARES TR

-5.16%

Shares18.0K

Event2026-03-31

Filed2026-04-08

IXUS

ISHARES TR

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-08

PULS

PGIM ETF TR

-0.41%

Shares8.3K

Event2026-03-31

Filed2026-04-08

CRM

SALESFORCE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-08

JPIB

J P MORGAN EXCHANGE TRADED F

-2.68%

Shares8.1K

Event2026-03-31

Filed2026-04-08

IBIT

ISHARES BITCOIN TRUST ETF

-4.17%

Shares7.9K

Event2026-03-31

Filed2026-04-08

WASTE MGMT INC DEL

-41.68%

Shares1.8K

Event2026-03-31

Filed2026-04-08

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-08

PEP

PEPSICO INC

-42.95%

Shares2.6K

Event2026-03-31

Filed2026-04-08

FESM

FIDELITY COVINGTON TRUST

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-08

IQSI

NEW YORK LIFE INVESTMENTS ET

-7.46%

Shares10.6K

Event2026-03-31

Filed2026-04-08

RAFE

PIMCO EQUITY SER

-8.72%

Shares8.9K

Event2026-03-31

Filed2026-04-08

CGSD

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-08

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares533

Event2026-03-31

Filed2026-04-08

MCD

MCDONALDS CORP

-44.62%

Shares1.2K

Event2026-03-31

Filed2026-04-08

EBND

SPDR SERIES TRUST

-1.30%

Shares16.5K

Event2026-03-31

Filed2026-04-08

MDYV

SPDR SERIES TRUST

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-08

SPYD

SPDR SERIES TRUST

-4.18%

Shares8.0K

Event2026-03-31

Filed2026-04-08

AMZN

AMAZON COM INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-08

VTV

VANGUARD INDEX FDS

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

GE AEROSPACE

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

FMDE

FIDELITY COVINGTON TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-08

MDYG

SPDR SERIES TRUST

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-08

CAT

CATERPILLAR INC

0.00%

Shares549

Event2026-03-31

Filed2026-04-08

IWM

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-08

ALPHABET INC

0.00%

Shares980

Event2026-03-31

Filed2026-04-08

CVX

CHEVRON CORPORATION

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-08

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-08

CTA

SIMPLIFY EXCHANGE TRADED FUN

-1.16%

Shares11.0K

Event2026-03-31

Filed2026-04-08

IUSG

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-08

XLRE

SELECT SECTOR SPDR TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-08

XVV

ISHARES TR

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

DAL

DELTA AIR LINES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-08

SYSB

ISHARES TR

-6.05%

Shares3.2K

Event2026-03-31

Filed2026-04-08

QEMM

SPDR INDEX SHS FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-08

IUSV

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-08

MERCK & CO INC

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

EMXF

ISHARES TR

-5.96%

Shares6.0K

Event2026-03-31

Filed2026-04-08

JAAA

JANUS DETROIT STR TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-08

FIW

FIRST TR EXCHANGE-TRADED FD

-10.56%

Shares2.5K

Event2026-03-31

Filed2026-04-08

EMB

ISHARES TR

-6.56%

Shares2.8K

Event2026-03-31

Filed2026-04-08

IWF

ISHARES TR

0.00%

Shares556

Event2026-03-31

Filed2026-04-08

CVBF

CVB FINL CORP

0.00%

Shares14.0K

Event2026-03-31

Filed2026-04-08

DIVB

ISHARES TR

-4.21%

Shares4.6K

Event2026-03-31

Filed2026-04-08

DVY

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-08

MMM

3M CO

-54.46%

Shares1.5K

Event2026-03-31

Filed2026-04-08

SMH

VANECK ETF TRUST

-2.85%

Shares647

Event2026-03-31

Filed2026-04-08

AMD

ADVANCED MICRO DEVICES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-08

PAA

PLAINS ALL AMERN PIPELINE L

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-08

RTX

RTX CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-08

SPHY

SPDR SERIES TRUST

-1.32%

Shares9.4K

Event2026-03-31

Filed2026-04-08

GDX

VANECK ETF TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-08

SRE

SEMPRA

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-08

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares437

Event2026-03-31

Filed2026-04-08

MNST

MONSTER BEVERAGE CORP NEW

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-08

CEG

CONSTELLATION ENERGY CORP

-58.60%

Shares587

Event2026-03-31

Filed2026-04-08

ITOT

ISHARES TR

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-08

FENI

FIDELITY COVINGTON TRUST

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-08

BLUEROCK PVT REAL ESTATE FD

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-08

GNLX

GENELUX CORPORATION

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-08

LXRX

LEXICON PHARMACEUTICALS INC

0.00%

Shares40.6K

Event2026-03-31

Filed2026-04-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available