Sponsored

The Analysis of Latitude Advisors, LLC's Holdings & P&L

Currently, Latitude Advisors, LLC holds 213 types of securities in its portfolio with a total value $218.3M. In the most recent quarter, they have increased their positions in ARP (+64.5K shares, valued at $2.0M), SHV (+14.4K shares, valued at $1.6M), QLD (+13.9K shares, valued at $847.7K); decreased their positions in TYL (-1.8K shares, valued at $599.2K), GLD (-1.2K shares, valued at $515.9K), MSFT (-1.3K shares, valued at $477.2K); initiated new positions in SHV (+14.4K shares, valued at $1.6M), AVEM (+4.8K shares, valued at $385.0K), N/A (+7.3K shares, valued at $384.9K).

1M P&L

+4.2M+1.88%

3M P&L

-10.0M-4.26%

HY P&L

-1.4M-0.63%

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/A159.5M

76.5%

2Semiconductors6.1M

2.9%

3Drug Manufacturers - General5.3M

2.6%

Top Industries by Stock Count

1N/A133 stocks

65.8%

2Drug Manufacturers - General5 stocks

2.5%

3Semiconductors4 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ARP ADVISORS INNER CIRCLE FD II778.7K shares9.04%2026-03-312026-04-27

IVV ISHARES TR20.3K shares0.85%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T9.0K shares4.46%2026-03-312026-04-27

GLD SPDR GOLD TR12.3K shares-8.89%2026-03-312026-04-27

NVDA NVIDIA CORPORATION23.2K shares-3.92%2026-03-312026-04-27

SPYM SPDR SERIES TRUST52.6K shares3.52%2026-03-312026-04-27

TLT ISHARES TR43.6K shares5.67%2026-03-312026-04-27

CGDV CAPITAL GROUP DIVIDEND VALUE87.5K shares15.13%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC17.8K shares-0.62%2026-03-312026-04-27

CGGR CAPITAL GROUP GROWTH ETF77.1K shares14.36%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS5.2K shares15.48%2026-03-312026-04-27

ABBV ABBVIE INC13.0K shares11.95%2026-03-312026-04-27

CGUS CAPITAL GROUP CORE EQUITY ET69.3K shares13.17%2026-03-312026-04-27

AAPL APPLE INC10.3K shares-13.74%2026-03-312026-04-27

QLD PROSHARES TR41.3K shares50.65%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR80.6K shares8.53%2026-03-312026-04-27

Sponsored

VIG VANGUARD SPECIALIZED FUNDS11.2K shares-2.72%2026-03-312026-04-27

VTI VANGUARD INDEX FDS7.0K shares0.66%2026-03-312026-04-27

KMLM KRANESHARES TRUST79.3K shares0.67%2026-03-312026-04-27

MSFT MICROSOFT CORP6.0K shares-17.61%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.7K shares-1.55%2026-03-312026-04-27

CTA SIMPLIFY EXCHANGE TRADED FUN65.8K shares39.37%2026-03-312026-04-27

CGDG CAPITAL GROUP DIVIDEND GROWE53.6K shares47.61%2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST32.7K shares12.86%2026-03-312026-04-27

Sponsored

BTAL AGF INVTS TR134.0K shares62.77%2026-03-312026-04-27

SPYG SPDR SERIES TRUST17.0K shares1.30%2026-03-312026-04-27

PPI INVESTMENT MANAGERS SER TR I77.4K shares5.48%2026-03-312026-04-27

SHV ISHARES TR14.4K sharesnew addition2026-03-312026-04-27

AGGA EA SERIES TRUST62.5K shares16.61%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO5.2K shares-1.67%2026-03-312026-04-27

CGGO CAPITAL GROUP GBL GROWTH EQT45.2K shares19.70%2026-03-312026-04-27

EFV ISHARES TR20.2K shares2.84%2026-03-312026-04-27

Sponsored

TYL TYLER TECHNOLOGIES INC4.4K shares-28.64%2026-03-312026-04-27

CAT CATERPILLAR INC2.1K shares-4.94%2026-03-312026-04-27

IVW ISHARES TR12.7K shares9.23%2026-03-312026-04-27

IUSB ISHARES TR30.4K shares4.50%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.9K shares-14.64%2026-03-312026-04-27

XOM EXXON MOBIL CORP8.2K shares0.64%2026-03-312026-04-27

QUAL ISHARES TR7.0K shares-7.07%2026-03-312026-04-27

ROE EA SERIES TRUST37.6K shares5.58%2026-03-312026-04-27

Sponsored

VT VANGUARD INTL EQUITY INDEX F9.4K shares43.68%2026-03-312026-04-27

META META PLATFORMS INC2.3K shares-9.81%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC3.7K shares0.03%2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.9K shares15.09%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR53.8K shares10.24%2026-03-312026-04-27

IVE ISHARES TR5.6K shares48.98%2026-03-312026-04-27

LLY ELI LILLY & CO1.3K shares-16.64%2026-03-312026-04-27

GQQQ EA SERIES TRUST40.6K shares14.34%2026-03-312026-04-27

Sponsored

DIA STATE STR SPDR DOW JONES IND2.5K shares0.86%2026-03-312026-04-27

IWF ISHARES TR2.7K shares-15.84%2026-03-312026-04-27

IEMG ISHARES INC16.0K shares23.19%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP30.1K shares-1.39%2026-03-312026-04-27

VTV VANGUARD INDEX FDS5.4K shares-2.04%2026-03-312026-04-27

SPYI NEOS ETF TRUST21.5K shares27.04%2026-03-312026-04-27

BIL SPDR SERIES TRUST11.3K shares387.35%2026-03-312026-04-27

CSHI NEOS ETF TRUST20.5K shares-3.08%2026-03-312026-04-27

Sponsored

VGT VANGUARD WORLD FD1.5K shares-2.55%2026-03-312026-04-27

CGMM CAPITAL GROUP EQUITY ETF TR33.8K shares25.87%2026-03-312026-04-27

SPGP INVESCO EXCHANGE TRADED FD T9.1K shares-3.59%2026-03-312026-04-27

CGBL CAPITAL GROUP CORE BALANCED28.2K shares28.15%2026-03-312026-04-27

QQQI NEOS ETF TRUST19.2K shares46.47%2026-03-312026-04-27

TSLA TESLA INC2.5K shares-1.21%2026-03-312026-04-27

T AT&T INC32.3K shares13.70%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F16.7K shares11.08%2026-03-312026-04-27

Sponsored

FBND FIDELITY MERRIMACK STR TR20.3K shares-0.22%2026-03-312026-04-27

STIP ISHARES TR8.7K shares2.15%2026-03-312026-04-27

MBB ISHARES TR9.3K shares9.40%2026-03-312026-04-27

WBS WEBSTER FINL CORP12.6K shares0.00%2026-03-312026-04-27

AGG ISHARES TR8.8K shares13.28%2026-03-312026-04-27

EFG ISHARES TR7.8K shares-16.26%2026-03-312026-04-27

V VISA INC2.8K shares-7.03%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F16.5K shares-1.32%2026-03-312026-04-27

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP33.8K shares-1.97%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC16.3K shares9.57%2026-03-312026-04-27

RCL ROYAL CARIBBEAN GROUP2.9K shares-9.00%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC5.2K shares-1.33%2026-03-312026-04-27

IYW ISHARES TR4.1K shares-27.14%2026-03-312026-04-27

XTEN BONDBLOXX ETF TRUST16.1K shares47.82%2026-03-312026-04-27

DGRO ISHARES TR10.5K shares6.74%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.4K shares-11.22%2026-03-312026-04-27

Sponsored

PYLD PIMCO ETF TR27.2K shares42.56%2026-03-312026-04-27

NFLX NETFLIX INC.7.3K shares0.10%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS10.4K shares1.77%2026-03-312026-04-27

XLG INVESCO EXCHANGE TRADED FD T12.2K shares52.58%2026-03-312026-04-27

VUSB VANGUARD BD INDEX FDS13.2K shares-3.26%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II12.4K shares25.76%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS14.1K shares53.10%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.3K shares2.39%2026-03-312026-04-27

Sponsored

MGK VANGUARD WORLD FD1.7K shares-2.83%2026-03-312026-04-27

RTRE COLLABORATIVE INVESTMNT SER25.0K shares5.53%2026-03-312026-04-27

CEF SPROTT ASSET MANAGEMENT LP12.9K shares7.60%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F10.8K shares-5.81%2026-03-312026-04-27

NOBL PROSHARES TR5.7K shares-5.52%2026-03-312026-04-27

CAH CARDINAL HEALTH INC2.8K shares2.53%2026-03-312026-04-27

WM WASTE MGMT INC DEL2.5K shares-1.43%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.6K shares-12.68%2026-03-312026-04-27

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD9.2K shares-0.14%2026-03-312026-04-27

DMBS DOUBLELINE ETF TRUST11.1K shares27.28%2026-03-312026-04-27

GPIQ GOLDMAN SACHS ETF TR10.9K shares40.05%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR4.0K shares-3.34%2026-03-312026-04-27

MCD MCDONALDS CORP1.7K shares0.30%2026-03-312026-04-27

NVS NOVARTIS AG3.4K shares-3.66%2026-03-312026-04-27

ITOT ISHARES TR3.5K shares3.61%2026-03-312026-04-27

FEPI ETF OPPORTUNITIES TRUST12.5K shares63.79%2026-03-312026-04-27

Sponsored

ILTB ISHARES TR10.2K shares-0.20%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS3.3K shares19.42%2026-03-312026-04-27

GPIX GOLDMAN SACHS ETF TR9.9K shares9.29%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON2.0K shares-4.40%2026-03-312026-04-27

HD HOME DEPOT INC1.5K shares-19.46%2026-03-312026-04-27

BAI BLACKROCK ETF TRUST14.8K shares93.90%2026-03-312026-04-27

KO COCA COLA CO6.4K shares-0.91%2026-03-312026-04-27

SHOP SHOPIFY INC4.0K shares0.00%2026-03-312026-04-27

Sponsored

RDFI COLLABORATIVE INVESTMNT SER20.6K shares7.78%2026-03-312026-04-27

CVX CHEVRON CORPORATION2.3K shares-13.29%2026-03-312026-04-27

SCHP SCHWAB STRATEGIC TR17.2K shares-1.10%2026-03-312026-04-27

ZECP ZACKS TRUST13.3K shares12.13%2026-03-312026-04-27

CAOS EA SERIES TRUST4.9K shares-0.04%2026-03-312026-04-27

SPSM SPDR SERIES TRUST9.2K shares-13.26%2026-03-312026-04-27

WMT WALMART INC3.6K shares-16.58%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.4K shares0.24%2026-03-312026-04-27

Sponsored

EMXC ISHARES INC5.5K shares-18.43%2026-03-312026-04-27

ARISTA NETWORKS INC ARISTA NETWORKS INC3.5K shares0.29%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION424 shares13.07%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II3.8K shares47.35%2026-03-312026-04-27

IJH ISHARES TR6.2K shares8.00%2026-03-312026-04-27

USMV ISHARES TR4.4K shares-1.89%2026-03-312026-04-27

CSX CSX CORP9.9K shares-10.54%2026-03-312026-04-27

VTEB VANGUARD MUN BD FDS8.1K shares7.51%2026-03-312026-04-27

Sponsored

MPC MARATHON PETE CORP1.6K shares-7.31%2026-03-312026-04-27

IAGG ISHARES TR7.8K shares48.75%2026-03-312026-04-27

KLAC KLA CORP265 shares-7.67%2026-03-312026-04-27

CTAS CINTAS CORP2.3K shares-4.67%2026-03-312026-04-27

THRO BLACKROCK ETF TRUST10.6K shares91.85%2026-03-312026-04-27

SPHQ INVESCO EXCHANGE TRADED FD T5.1K shares1.44%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR4.8K sharesnew addition2026-03-312026-04-27

ALPS ETF TR ALPS ETF TR7.3K sharesnew addition2026-03-312026-04-27

Sponsored

CEG CONSTELLATION ENERGY CORP1.4K shares-8.11%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR2.4K shares5.75%2026-03-312026-04-27

DVY ISHARES TR2.5K shares0.04%2026-03-312026-04-27

QDVO AMPLIFY ETF TR14.1K shares26.10%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR6.1K shares0.03%2026-03-312026-04-27

PEP PEPSICO INC2.4K shares4.01%2026-03-312026-04-27

LINDE PLC LINDE PLC739 shares-2.64%2026-03-312026-04-27

O REALTY INCOME CORP5.9K shares31.73%2026-03-312026-04-27

Sponsored

FIGB FIDELITY MERRIMACK STR TR8.4K shares-5.75%2026-03-312026-04-27

IWM ISHARES TR1.5K shares-3.51%2026-03-312026-04-27

PG PROCTER & GAMBLE CO2.4K shares-0.20%2026-03-312026-04-27

DHR DANAHER CORP DEL1.8K shares6.06%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC2.6K shares-14.52%2026-03-312026-04-27

ONEQ FIDELITY COMWLTH TR4.0K shares10.02%2026-03-312026-04-27

SLV ISHARES SILVER TR5.0K shares27.69%2026-03-312026-04-27

IDV ISHARES TR8.0K shares37.09%2026-03-312026-04-27

Sponsored

PM PHILIP MORRIS INTL INC2.1K shares-16.77%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR13.8K shares0.65%2026-03-312026-04-27

SCZ ISHARES TR4.3K shares-1.06%2026-03-312026-04-27

ALPHABET INC ALPHABET INC1.2K shares-1.20%2026-03-312026-04-27

PFE PFIZER INC11.7K shares-4.49%2026-03-312026-04-27

TBIL RBB FD INC6.6K shares-2.17%2026-03-312026-04-27

HYD VANECK ETF TRUST6.5K shares2.60%2026-03-312026-04-27

FNV FRANCO NEV CORP1.3K shares0.00%2026-03-312026-04-27

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares-17.41%2026-03-312026-04-27

TIP ISHARES TR2.9K shares-2.86%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP520 shares-8.77%2026-03-312026-04-27

COKE COCA COLA CONS INC1.6K shares3.22%2026-03-312026-04-27

SPMD SPDR SERIES TRUST5.2K shares-0.86%2026-03-312026-04-27

AMAT APPLIED MATLS INC892 shares-26.34%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR2.8K shares-5.97%2026-03-312026-04-27

GOVT ISHARES TR12.9K shares25.37%2026-03-312026-04-27

Sponsored

COP CONOCOPHILLIPS2.2K shares-9.81%2026-03-312026-04-27

HYMB SPDR SERIES TRUST11.8K shares4.84%2026-03-312026-04-27

TLTW ISHARES TR12.8K shares8.71%2026-03-312026-04-27

BND VANGUARD BD INDEX FDS3.9K shares4.19%2026-03-312026-04-27

SO SOUTHERN CO3.0K shares-19.24%2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F5.3K shares0.08%2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.3K shares0.00%2026-03-312026-04-27

USPX FRANKLIN TEMPLETON ETF TR5.0K shares0.26%2026-03-312026-04-27

Sponsored

GS GOLDMAN SACHS GROUP INC331 shares40.25%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC2.3K shares-0.09%2026-03-312026-04-27

SCHG SCHWAB STRATEGIC TR9.3K shares2.67%2026-03-312026-04-27

CGHM CAPITAL GRP FIXED INCM ETF T10.6K sharesnew addition2026-03-312026-04-27

VXUS VANGUARD STAR FDS3.5K shares10.51%2026-03-312026-04-27

FLMI FRANKLIN TEMPLETON ETF TR10.6K shares0.49%2026-03-312026-04-27

CGGE CAPITAL GROUP GLOBAL EQUITY8.6K sharesnew addition2026-03-312026-04-27

JBND J P MORGAN EXCHANGE TRADED F4.8K shares5.53%2026-03-312026-04-27

Sponsored

ENB ENBRIDGE INC4.8K shares-8.99%2026-03-312026-04-27

CGXU CAPITAL GROUP INTL FOCUS EQT8.8K shares0.00%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS1.1K shares-4.49%2026-03-312026-04-27

IWD ISHARES TR1.2K sharesnew addition2026-03-312026-04-27

LNT ALLIANT ENERGY CORP3.5K shares0.00%2026-03-312026-04-27

FIVE FIVE BELOW INC1.1K sharesnew addition2026-03-312026-04-27

MO ALTRIA GROUP INC3.7K shares-20.79%2026-03-312026-04-27

IEFA ISHARES TR2.7K shares1.49%2026-03-312026-04-27

Sponsored

ABT ABBOTT LABORATORIES2.4K sharesnew addition2026-03-312026-04-27

CSCO CISCO SYS INC3.1K shares-20.25%2026-03-312026-04-27

QCOM QUALCOMM INC1.9K shares-21.90%2026-03-312026-04-27

MELI MERCADOLIBRE INC136 shares1.49%2026-03-312026-04-27

SPTS SPDR SERIES TRUST8.0K shares-6.20%2026-03-312026-04-27

SYY SYSCO CORP3.2K shares-1.70%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS4.8K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP1.5K shares-32.87%2026-03-312026-04-27

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY765 shares-9.36%2026-03-312026-04-27

IYC ISHARES TR2.3K shares0.00%2026-03-312026-04-27

EMB ISHARES TR2.3K shares8.53%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC2.2K sharesnew addition2026-03-312026-04-27

IWB ISHARES TR602 shares0.00%2026-03-312026-04-27

AIG AMERICAN INTL GROUP INC2.8K shares0.00%2026-03-312026-04-27

ICVT ISHARES TR2.1K shares-6.86%2026-03-312026-04-27

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-04-27

Sponsored

SMIZ ZACKS TRUST5.6K sharesnew addition2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS3.4K sharesnew addition2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR4.1K shares0.12%2026-03-312026-04-27

QUIZ ZACKS TRUST7.4K sharesnew addition2026-03-312026-04-27

F FORD MTR CO16.7K shares-9.18%2026-03-312026-04-27

ARP

ADVISORS INNER CIRCLE FD II

9.04%

Shares778.7K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

0.85%

Shares20.3K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

4.46%

Shares9.0K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-8.89%

Shares12.3K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-3.92%

Shares23.2K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

3.52%

Shares52.6K

Event2026-03-31

Filed2026-04-27

TLT

ISHARES TR

5.67%

Shares43.6K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

15.13%

Shares87.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-0.62%

Shares17.8K

Event2026-03-31

Filed2026-04-27

CGGR

CAPITAL GROUP GROWTH ETF

14.36%

Shares77.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

15.48%

Shares5.2K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

11.95%

Shares13.0K

Event2026-03-31

Filed2026-04-27

CGUS

CAPITAL GROUP CORE EQUITY ET

13.17%

Shares69.3K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-13.74%

Shares10.3K

Event2026-03-31

Filed2026-04-27

QLD

PROSHARES TR

50.65%

Shares41.3K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

8.53%

Shares80.6K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-2.72%

Shares11.2K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.66%

Shares7.0K

Event2026-03-31

Filed2026-04-27

KMLM

KRANESHARES TRUST

0.67%

Shares79.3K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-17.61%

Shares6.0K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-1.55%

Shares6.7K

Event2026-03-31

Filed2026-04-27

CTA

SIMPLIFY EXCHANGE TRADED FUN

39.37%

Shares65.8K

Event2026-03-31

Filed2026-04-27

CGDG

CAPITAL GROUP DIVIDEND GROWE

47.61%

Shares53.6K

Event2026-03-31

Filed2026-04-27

DYNF

BLACKROCK ETF TRUST

12.86%

Shares32.7K

Event2026-03-31

Filed2026-04-27

BTAL

AGF INVTS TR

62.77%

Shares134.0K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

1.30%

Shares17.0K

Event2026-03-31

Filed2026-04-27

PPI

INVESTMENT MANAGERS SER TR I

5.48%

Shares77.4K

Event2026-03-31

Filed2026-04-27

SHV

ISHARES TR

New

Shares14.4K

Event2026-03-31

Filed2026-04-27

AGGA

EA SERIES TRUST

16.61%

Shares62.5K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-1.67%

Shares5.2K

Event2026-03-31

Filed2026-04-27

CGGO

CAPITAL GROUP GBL GROWTH EQT

19.70%

Shares45.2K

Event2026-03-31

Filed2026-04-27

EFV

ISHARES TR

2.84%

Shares20.2K

Event2026-03-31

Filed2026-04-27

TYL

TYLER TECHNOLOGIES INC

-28.64%

Shares4.4K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-4.94%

Shares2.1K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

9.23%

Shares12.7K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

4.50%

Shares30.4K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-14.64%

Shares4.9K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.64%

Shares8.2K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-7.07%

Shares7.0K

Event2026-03-31

Filed2026-04-27

ROE

EA SERIES TRUST

5.58%

Shares37.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INTL EQUITY INDEX F

43.68%

Shares9.4K

Event2026-03-31

Filed2026-04-27