Sponsored

The Analysis of Landmark Wealth Management, LLC's Holdings & P&L

Currently, Landmark Wealth Management, LLC holds 148 types of securities in its portfolio with a total value $373.4M. In the most recent quarter, they have increased their positions in N/A (+22.4K shares, valued at $13.4M), HFXI (+111.4K shares, valued at $3.7M), VFLO (+87.1K shares, valued at $3.4M); decreased their positions in FMHI (-887 shares, valued at $42.2K), GWX (-397 shares, valued at $16.8K), EFA (-114 shares, valued at $11.1K); initiated new positions in BAC (+55.2K shares, valued at $2.7M), JPM (+7.7K shares, valued at $2.3M), N/A (+13.9K shares, valued at $1.7M).

1M P&L

+4.6M+1.34%

3M P&L

-2.7M-0.78%

HY P&L

+19.4M+5.94%

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/A258.9M

84.4%

2Banks - Diversified6.8M

2.2%

3Drug Manufacturers - General5.2M

1.7%

Top Industries by Stock Count

1N/A83 stocks

61.0%

2Drug Manufacturers - General6 stocks

4.4%

3Banks - Diversified4 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS95.5K shares30.59%2026-03-312026-04-29

NOBL PROSHARES TR189.4K shares17.89%2026-03-312026-04-29

VFLO VICTORY PORTFOLIOS II450.7K shares23.95%2026-03-312026-04-29

HFXI NEW YORK LIFE INVESTMENTS ET489.6K shares29.47%2026-03-312026-04-29

VIGI VANGUARD WHITEHALL FDS125.0K shares18.11%2026-03-312026-04-29

JCPB J P MORGAN EXCHANGE TRADED F225.4K shares26.42%2026-03-312026-04-29

IJR ISHARES TR78.9K shares23.02%2026-03-312026-04-29

TOTR T ROWE PRICE ETF INC228.1K shares25.58%2026-03-312026-04-29

Sponsored

VPLS VANGUARD MALVERN FDS116.0K shares26.07%2026-03-312026-04-29

FIXD FIRST TR EXCHNG TRADED FD VI187.9K shares23.98%2026-03-312026-04-29

DBND DOUBLELINE ETF TRUST177.5K shares25.95%2026-03-312026-04-29

FBND FIDELITY MERRIMACK STR TR173.1K shares30.10%2026-03-312026-04-29

IJH ISHARES TR115.6K shares23.76%2026-03-312026-04-29

CGCP CAPITAL GRP FIXED INCM ETF T338.4K shares27.52%2026-03-312026-04-29

PYLD PIMCO ETF TR271.1K shares27.44%2026-03-312026-04-29

IVV ISHARES TR10.1K shares3.94%2026-03-312026-04-29

Sponsored

VWO VANGUARD INTL EQUITY INDEX F111.8K shares23.95%2026-03-312026-04-29

VSS VANGUARD INTL EQUITY INDEX F34.9K shares22.20%2026-03-312026-04-29

WABF FRANKLIN TEMPLETON ETF TR186.2K shares27.44%2026-03-312026-04-29

SMDV PROSHARES TR66.0K shares25.89%2026-03-312026-04-29

JMUB J P MORGAN EXCHANGE TRADED F89.7K shares19.55%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II18.6K shares33.97%2026-03-312026-04-29

CGMU CAPITAL GRP FIXED INCM ETF T148.3K shares29.28%2026-03-312026-04-29

REGL PROSHARES TR40.1K shares25.84%2026-03-312026-04-29

Sponsored

FMB FIRST TR EXCH TRADED FD III66.5K shares16.41%2026-03-312026-04-29

EMLP FIRST TR EXCHANGE-TRADED FD71.8K shares12.94%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS14.1K shares16.11%2026-03-312026-04-29

MUNI PIMCO ETF TR56.9K shares25.90%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS64.2K shares8.00%2026-03-312026-04-29

GNR SPDR INDEX SHS FDS38.7K shares7.94%2026-03-312026-04-29

AAPL APPLE INC11.0K shares13.77%2026-03-312026-04-29

BAC BANK AMERICA CORP55.2K sharesnew addition2026-03-312026-04-29

Sponsored

TAXF AMERICAN CENTY ETF TR51.9K shares23.11%2026-03-312026-04-29

HMOP HARTFORD FDS EXCHANGE TRADED64.8K shares19.01%2026-03-312026-04-29

SCHH SCHWAB STRATEGIC TR115.6K shares22.14%2026-03-312026-04-29

MSFT MICROSOFT CORP6.4K shares447.27%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO7.7K sharesnew addition2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS35.5K shares11.68%2026-03-312026-04-29

MMIT NEW YORK LIFE INVTS ACTIVE E89.6K shares39.61%2026-03-312026-04-29

VONE VANGUARD SCOTTSDALE FDS7.1K shares32.03%2026-03-312026-04-29

Sponsored

IWB ISHARES TR5.1K shares70.81%2026-03-312026-04-29

DFNM DIMENSIONAL ETF TRUST36.9K shares16.61%2026-03-312026-04-29

VO VANGUARD INDEX FDS5.9K shares5.50%2026-03-312026-04-29

XOM EXXON MOBIL CORP9.9K shares250.55%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC13.9K sharesnew addition2026-03-312026-04-29

CITIGROUP INC CITIGROUP INC14.5K sharesnew addition2026-03-312026-04-29

SPYM SPDR SERIES TRUST20.8K shares19.29%2026-03-312026-04-29

GLW CORNING INC11.3K sharesnew addition2026-03-312026-04-29

Sponsored

MBND SSGA ACTIVE TR56.6K shares5.01%2026-03-312026-04-29

FCX FREEPORT MCMORAN INC25.5K sharesnew addition2026-03-312026-04-29

F FORD MTR CO120.5K sharesnew addition2026-03-312026-04-29

FLMI FRANKLIN TEMPLETON ETF TR53.6K shares53.41%2026-03-312026-04-29

GEV GE VERNOVA INC1.4K sharesnew addition2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR2.1K shares10.45%2026-03-312026-04-29

CSCO CISCO SYS INC15.6K sharesnew addition2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE4.2K sharesnew addition2026-03-312026-04-29

Sponsored

INMU BLACKROCK ETF TRUST II49.9K shares19.66%2026-03-312026-04-29

MINO PIMCO ETF TR26.4K shares28.57%2026-03-312026-04-29

ABBV ABBVIE INC5.4K sharesnew addition2026-03-312026-04-29

VB VANGUARD INDEX FDS4.4K shares8.06%2026-03-312026-04-29

NUMI NUSHARES ETF TR44.7K shares55.34%2026-03-312026-04-29

VCRM VANGUARD MUN BD FDS14.8K shares131.58%2026-03-312026-04-29

RTX RTX CORPORATION5.8K sharesnew addition2026-03-312026-04-29

HD HOME DEPOT INC3.3K sharesnew addition2026-03-312026-04-29

Sponsored

INTC INTEL CORP24.0K sharesnew addition2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP1.7K sharesnew addition2026-03-312026-04-29

FMUB FIDELITY MERRIMACK STR TR20.3K shares59.63%2026-03-312026-04-29

NVDA NVIDIA CORPORATION5.8K shares64.72%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.0K shares228.21%2026-03-312026-04-29

T AT&T INC33.5K sharesnew addition2026-03-312026-04-29

VBIL VANGUARD INSTL INDEX FD12.7K shares175.58%2026-03-312026-04-29

SHEL SHELL PLC10.0K sharesnew addition2026-03-312026-04-29

Sponsored

WFC WELLS FARGO & CO11.6K sharesnew addition2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T1.4K shares87.43%2026-03-312026-04-29

BCS BARCLAYS PLC42.7K sharesnew addition2026-03-312026-04-29

EMR EMERSON ELEC CO6.8K sharesnew addition2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR34.4K shares49.16%2026-03-312026-04-29

PFE PFIZER INC31.3K sharesnew addition2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO14.4K sharesnew addition2026-03-312026-04-29

GILD GILEAD SCIENCES INC6.0K sharesnew addition2026-03-312026-04-29

Sponsored

PBR PETROLEO BRASILEIRO S A40.0K sharesnew addition2026-03-312026-04-29

NOK NOKIA CORP100.0K sharesnew addition2026-03-312026-04-29

JNJ JOHNSON & JOHNSON3.2K sharesnew addition2026-03-312026-04-29

AVMU AMERICAN CENTY ETF TR17.2K shares0.63%2026-03-312026-04-29

CAT CATERPILLAR INC1.1K sharesnew addition2026-03-312026-04-29

V VISA INC2.5K sharesnew addition2026-03-312026-04-29

BA BOEING CO3.7K sharesnew addition2026-03-312026-04-29

GMUB GOLDMAN SACHS ETF TR14.3K shares30.70%2026-03-312026-04-29

Sponsored

BP BP PLC14.8K sharesnew addition2026-03-312026-04-29

MMIN NEW YORK LIFE INVTS ACTIVE E28.8K shares39.92%2026-03-312026-04-29

MFSM MFS ACTIVE EXCHANGE TRADED F27.4K shares46.41%2026-03-312026-04-29

CARR CARRIER GLOBAL CORPORATION12.0K sharesnew addition2026-03-312026-04-29

SLB SLB LIMITED13.1K sharesnew addition2026-03-312026-04-29

IWF ISHARES TR1.5K shares0.00%2026-03-312026-04-29

AMGN AMGEN INC1.8K sharesnew addition2026-03-312026-04-29

AMZN AMAZON COM INC3.0K shares9.39%2026-03-312026-04-29

Sponsored

SCHW SCHWAB CHARLES CORP6.4K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.1K shares157.68%2026-03-312026-04-29

WMT WALMART INC4.8K sharesnew addition2026-03-312026-04-29

GSK PLC GSK PLC10.7K sharesnew addition2026-03-312026-04-29

GLD SPDR GOLD TR1.4K sharesnew addition2026-03-312026-04-29

SO SOUTHERN CO6.0K sharesnew addition2026-03-312026-04-29

VSDA VICTORY PORTFOLIOS II10.2K shares48.59%2026-03-312026-04-29

TXN TEXAS INSTRS INC2.8K sharesnew addition2026-03-312026-04-29

Sponsored

PG PROCTER & GAMBLE CO3.7K sharesnew addition2026-03-312026-04-29

PM PHILIP MORRIS INTL INC3.2K sharesnew addition2026-03-312026-04-29

KO COCA COLA CO6.8K sharesnew addition2026-03-312026-04-29

VBR VANGUARD INDEX FDS2.4K shares1.19%2026-03-312026-04-29

ALPHABET INC ALPHABET INC1.8K shares12.08%2026-03-312026-04-29

TEVA TEVA PHARMACEUTICAL INDS LTD16.7K sharesnew addition2026-03-312026-04-29

FLAGSTAR BANK NATIONAL ASSOC FLAGSTAR BANK NATIONAL ASSOC37.6K sharesnew addition2026-03-312026-04-29

ONEQ FIDELITY COMWLTH TR5.8K shares6.54%2026-03-312026-04-29

Sponsored

USRT ISHARES TR8.2K shares19.36%2026-03-312026-04-29

SPMD SPDR SERIES TRUST7.9K shares3.41%2026-03-312026-04-29

MMM 3M CO3.2K sharesnew addition2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS9.7K shares15.46%2026-03-312026-04-29

IWR ISHARES TR4.6K shares17.91%2026-03-312026-04-29

EFA ISHARES TR4.5K shares-2.46%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC3.8K shares0.18%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F7.4K shares67.67%2026-03-312026-04-29

Sponsored

PGIM ETF TR PGIM ETF TR8.1K shares44.82%2026-03-312026-04-29

GWX SPDR INDEX SHS FDS9.5K shares-3.99%2026-03-312026-04-29

IWM ISHARES TR1.6K shares66.84%2026-03-312026-04-29

SOLV SOLVENTUM CORP5.5K sharesnew addition2026-03-312026-04-29

IEFA ISHARES TR3.9K shares18.92%2026-03-312026-04-29

ORCL ORACLE CORP2.4K shares6.29%2026-03-312026-04-29

MNBD ALPS ETF TR12.3K sharesnew addition2026-03-312026-04-29

VNQ VANGUARD INDEX FDS3.4K shares13.47%2026-03-312026-04-29

Sponsored

PEP PEPSICO INC1.8K sharesnew addition2026-03-312026-04-29

NANR SPDR INDEX SHS FDS3.3K shares8.47%2026-03-312026-04-29

SLYV SPDR SERIES TRUST2.7K sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED515 shares2.79%2026-03-312026-04-29

TAXE T ROWE PRICE ETF INC5.0K sharesnew addition2026-03-312026-04-29

CAG CONAGRA BRANDS INC16.0K sharesnew addition2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K sharesnew addition2026-03-312026-04-29

VV VANGUARD INDEX FDS814 sharesnew addition2026-03-312026-04-29

Sponsored

AOA ISHARES TR2.7K sharesnew addition2026-03-312026-04-29

MO ALTRIA GROUP INC3.6K sharesnew addition2026-03-312026-04-29

JMHI J P MORGAN EXCHANGE TRADED F4.8K shares9.88%2026-03-312026-04-29

LW LAMB WESTON HLDGS INC5.5K sharesnew addition2026-03-312026-04-29

JHMU JOHN HANCOCK EXCHANGE TRADED8.8K shares5.96%2026-03-312026-04-29

DGRO ISHARES TR3.2K shares0.47%2026-03-312026-04-29

AOR ISHARES TR3.5K sharesnew addition2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR1.6K sharesnew addition2026-03-312026-04-29

Sponsored

SCHC SCHWAB STRATEGIC TR4.6K sharesnew addition2026-03-312026-04-29

PEG PUBLIC SVC ENTERPRISE GROUP2.6K sharesnew addition2026-03-312026-04-29

FMHI FIRST TR EXCH TRADED FD III4.3K shares-16.94%2026-03-312026-04-29

IJS ISHARES TR1.7K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS

30.59%

Shares95.5K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

17.89%

Shares189.4K

Event2026-03-31

Filed2026-04-29

VFLO

VICTORY PORTFOLIOS II

23.95%

Shares450.7K

Event2026-03-31

Filed2026-04-29

HFXI

NEW YORK LIFE INVESTMENTS ET

29.47%

Shares489.6K

Event2026-03-31

Filed2026-04-29

VIGI

VANGUARD WHITEHALL FDS

18.11%

Shares125.0K

Event2026-03-31

Filed2026-04-29

JCPB

J P MORGAN EXCHANGE TRADED F

26.42%

Shares225.4K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

23.02%

Shares78.9K

Event2026-03-31

Filed2026-04-29

TOTR

T ROWE PRICE ETF INC

25.58%

Shares228.1K

Event2026-03-31

Filed2026-04-29

VPLS

VANGUARD MALVERN FDS

26.07%

Shares116.0K

Event2026-03-31

Filed2026-04-29

FIXD

FIRST TR EXCHNG TRADED FD VI

23.98%

Shares187.9K

Event2026-03-31

Filed2026-04-29

DBND

DOUBLELINE ETF TRUST

25.95%

Shares177.5K

Event2026-03-31

Filed2026-04-29

FBND

FIDELITY MERRIMACK STR TR

30.10%

Shares173.1K

Event2026-03-31

Filed2026-04-29

IJH

ISHARES TR

23.76%

Shares115.6K

Event2026-03-31

Filed2026-04-29

CGCP

CAPITAL GRP FIXED INCM ETF T

27.52%

Shares338.4K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

27.44%

Shares271.1K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

3.94%

Shares10.1K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

23.95%

Shares111.8K

Event2026-03-31

Filed2026-04-29

VSS

VANGUARD INTL EQUITY INDEX F

22.20%

Shares34.9K

Event2026-03-31

Filed2026-04-29

WABF

FRANKLIN TEMPLETON ETF TR

27.44%

Shares186.2K

Event2026-03-31

Filed2026-04-29

SMDV

PROSHARES TR

25.89%

Shares66.0K

Event2026-03-31

Filed2026-04-29

JMUB

J P MORGAN EXCHANGE TRADED F

19.55%

Shares89.7K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

33.97%

Shares18.6K

Event2026-03-31

Filed2026-04-29

CGMU

CAPITAL GRP FIXED INCM ETF T

29.28%

Shares148.3K

Event2026-03-31

Filed2026-04-29

REGL

PROSHARES TR

25.84%

Shares40.1K

Event2026-03-31

Filed2026-04-29

FMB

FIRST TR EXCH TRADED FD III

16.41%

Shares66.5K

Event2026-03-31

Filed2026-04-29

EMLP

FIRST TR EXCHANGE-TRADED FD

12.94%

Shares71.8K

Event2026-03-31

Filed2026-04-29

VIG

VANGUARD SPECIALIZED FUNDS

16.11%

Shares14.1K

Event2026-03-31

Filed2026-04-29

MUNI

PIMCO ETF TR

25.90%

Shares56.9K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

8.00%

Shares64.2K

Event2026-03-31

Filed2026-04-29

GNR

SPDR INDEX SHS FDS

7.94%

Shares38.7K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

13.77%

Shares11.0K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

New

Shares55.2K

Event2026-03-31

Filed2026-04-29

TAXF

AMERICAN CENTY ETF TR

23.11%

Shares51.9K

Event2026-03-31

Filed2026-04-29

HMOP

HARTFORD FDS EXCHANGE TRADED

19.01%

Shares64.8K

Event2026-03-31

Filed2026-04-29

SCHH

SCHWAB STRATEGIC TR

22.14%

Shares115.6K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

447.27%

Shares6.4K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

New

Shares7.7K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

11.68%

Shares35.5K

Event2026-03-31

Filed2026-04-29

MMIT

NEW YORK LIFE INVTS ACTIVE E

39.61%

Shares89.6K

Event2026-03-31

Filed2026-04-29

VONE

VANGUARD SCOTTSDALE FDS

32.03%

Shares7.1K

Event2026-03-31

Filed2026-04-29

IWB

ISHARES TR

70.81%

Shares5.1K

Event2026-03-31

Filed2026-04-29

DFNM

DIMENSIONAL ETF TRUST

16.61%

Shares36.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

5.50%

Shares5.9K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

250.55%

Shares9.9K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

New

Shares13.9K

Event2026-03-31

Filed2026-04-29

CITIGROUP INC

New

Shares14.5K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

19.29%

Shares20.8K

Event2026-03-31

Filed2026-04-29

GLW

CORNING INC

New

Shares11.3K

Event2026-03-31

Filed2026-04-29

MBND

SSGA ACTIVE TR

5.01%

Shares56.6K

Event2026-03-31

Filed2026-04-29

FCX

FREEPORT MCMORAN INC

New

Shares25.5K

Event2026-03-31

Filed2026-04-29

FORD MTR CO

New

Shares120.5K

Event2026-03-31

Filed2026-04-29

FLMI

FRANKLIN TEMPLETON ETF TR

53.41%

Shares53.6K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

10.45%

Shares2.1K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

New

Shares15.6K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

New

Shares4.2K

Event2026-03-31

Filed2026-04-29

INMU

BLACKROCK ETF TRUST II

19.66%

Shares49.9K

Event2026-03-31

Filed2026-04-29

MINO

PIMCO ETF TR

28.57%

Shares26.4K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

New

Shares5.4K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

8.06%

Shares4.4K

Event2026-03-31

Filed2026-04-29

NUMI

NUSHARES ETF TR

55.34%

Shares44.7K

Event2026-03-31

Filed2026-04-29

VCRM

VANGUARD MUN BD FDS

131.58%

Shares14.8K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

New

Shares5.8K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

New

Shares24.0K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-29

FMUB

FIDELITY MERRIMACK STR TR

59.63%

Shares20.3K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

64.72%

Shares5.8K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

228.21%

Shares2.0K

Event2026-03-31

Filed2026-04-29

AT&T INC

New

Shares33.5K

Event2026-03-31

Filed2026-04-29

VBIL

VANGUARD INSTL INDEX FD

175.58%

Shares12.7K

Event2026-03-31

Filed2026-04-29

SHEL

SHELL PLC

New

Shares10.0K

Event2026-03-31

Filed2026-04-29

WFC

WELLS FARGO & CO

New

Shares11.6K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

87.43%

Shares1.4K

Event2026-03-31

Filed2026-04-29

BCS

BARCLAYS PLC

New

Shares42.7K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

New

Shares6.8K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

49.16%

Shares34.4K

Event2026-03-31

Filed2026-04-29

PFE

PFIZER INC

New

Shares31.3K

Event2026-03-31

Filed2026-04-29

BMY

BRISTOL-MYERS SQUIBB CO

New

Shares14.4K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-29

PBR

PETROLEO BRASILEIRO S A

New

Shares40.0K

Event2026-03-31

Filed2026-04-29

NOK

NOKIA CORP

New

Shares100.0K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

AVMU

AMERICAN CENTY ETF TR

0.63%

Shares17.2K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-29

VISA INC

New

Shares2.5K

Event2026-03-31

Filed2026-04-29

BOEING CO

New

Shares3.7K

Event2026-03-31

Filed2026-04-29

GMUB

GOLDMAN SACHS ETF TR

30.70%

Shares14.3K

Event2026-03-31

Filed2026-04-29

BP PLC

New

Shares14.8K

Event2026-03-31

Filed2026-04-29

MMIN

NEW YORK LIFE INVTS ACTIVE E

39.92%

Shares28.8K

Event2026-03-31

Filed2026-04-29

MFSM

MFS ACTIVE EXCHANGE TRADED F

46.41%

Shares27.4K

Event2026-03-31

Filed2026-04-29

CARR

CARRIER GLOBAL CORPORATION

New

Shares12.0K

Event2026-03-31

Filed2026-04-29

SLB

SLB LIMITED

New

Shares13.1K

Event2026-03-31

Filed2026-04-29

IWF

ISHARES TR

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

9.39%

Shares3.0K

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

New

Shares6.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

157.68%

Shares2.1K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-29

GSK PLC

New

Shares10.7K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

New

Shares1.4K

Event2026-03-31

Filed2026-04-29

SOUTHERN CO

New

Shares6.0K

Event2026-03-31

Filed2026-04-29

VSDA

VICTORY PORTFOLIOS II

48.59%

Shares10.2K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

New

Shares3.7K

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

New

Shares6.8K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

1.19%

Shares2.4K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

12.08%

Shares1.8K

Event2026-03-31

Filed2026-04-29

TEVA

TEVA PHARMACEUTICAL INDS LTD

New

Shares16.7K

Event2026-03-31

Filed2026-04-29

FLAGSTAR BANK NATIONAL ASSOC

New

Shares37.6K

Event2026-03-31

Filed2026-04-29

ONEQ

FIDELITY COMWLTH TR

6.54%

Shares5.8K

Event2026-03-31

Filed2026-04-29

USRT

ISHARES TR

19.36%

Shares8.2K

Event2026-03-31

Filed2026-04-29

SPMD

SPDR SERIES TRUST

3.41%

Shares7.9K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

15.46%

Shares9.7K

Event2026-03-31

Filed2026-04-29

IWR

ISHARES TR

17.91%

Shares4.6K

Event2026-03-31

Filed2026-04-29

EFA

ISHARES TR

-2.46%

Shares4.5K

Event2026-03-31

Filed2026-04-29

CONSOLIDATED EDISON INC

0.18%

Shares3.8K

Event2026-03-31

Filed2026-04-29

JEPI

J P MORGAN EXCHANGE TRADED F

67.67%

Shares7.4K

Event2026-03-31

Filed2026-04-29

PGIM ETF TR

44.82%

Shares8.1K

Event2026-03-31

Filed2026-04-29

GWX

SPDR INDEX SHS FDS

-3.99%

Shares9.5K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

66.84%

Shares1.6K

Event2026-03-31

Filed2026-04-29

SOLV

SOLVENTUM CORP

New

Shares5.5K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

18.92%

Shares3.9K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

6.29%

Shares2.4K

Event2026-03-31

Filed2026-04-29

MNBD

ALPS ETF TR

New

Shares12.3K

Event2026-03-31

Filed2026-04-29

VNQ

VANGUARD INDEX FDS

13.47%

Shares3.4K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-29

NANR

SPDR INDEX SHS FDS

8.47%

Shares3.3K

Event2026-03-31

Filed2026-04-29

SLYV

SPDR SERIES TRUST

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

2.79%

Shares515

Event2026-03-31

Filed2026-04-29

TAXE

T ROWE PRICE ETF INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-29

CAG

CONAGRA BRANDS INC

New

Shares16.0K

Event2026-03-31

Filed2026-04-29

DUKE ENERGY CORP NEW

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

New

Shares814

Event2026-03-31

Filed2026-04-29

AOA

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

New

Shares3.6K

Event2026-03-31

Filed2026-04-29

JMHI

J P MORGAN EXCHANGE TRADED F

9.88%

Shares4.8K

Event2026-03-31

Filed2026-04-29

LAMB WESTON HLDGS INC

New

Shares5.5K

Event2026-03-31

Filed2026-04-29

JHMU

JOHN HANCOCK EXCHANGE TRADED

5.96%

Shares8.8K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

0.47%

Shares3.2K

Event2026-03-31

Filed2026-04-29

AOR

ISHARES TR

New

Shares3.5K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

New

Shares1.6K

Event2026-03-31

Filed2026-04-29

SCHC

SCHWAB STRATEGIC TR

New

Shares4.6K

Event2026-03-31

Filed2026-04-29

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares2.6K

Event2026-03-31

Filed2026-04-29

FMHI

FIRST TR EXCH TRADED FD III

-16.94%

Shares4.3K

Event2026-03-31

Filed2026-04-29

IJS

ISHARES TR

New

Shares1.7K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available