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The Analysis of Legacy Capital Wealth Partners, LLC's Holdings & P&L

Currently, Legacy Capital Wealth Partners, LLC holds 385 types of securities in its portfolio with a total value $485.4M. In the most recent quarter, they have increased their positions in DHI (+108.4K shares, valued at $14.9M), N/A (+20.3K shares, valued at $3.9M), INTC (+42.4K shares, valued at $1.9M); decreased their positions in WMT (-31.8K shares, valued at $3.9M), JBHT (-13.3K shares, valued at $2.8M), EOG (-13.0K shares, valued at $1.9M); initiated new positions in DHI (+108.4K shares, valued at $14.9M), N/A (+20.3K shares, valued at $3.9M), N/A (+47.9K shares, valued at $1.8M).

1M P&L

+683.6K+0.13%

3M P&L

+4.2M+0.81%

HY P&L

+44.3M+9.40%

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/A174.9M

40.1%

2Discount Stores60.1M

13.8%

3Integrated Freight & Logistics24.1M

5.5%

Top Industries by Stock Count

1N/A131 stocks

37.9%

2Asset Management17 stocks

4.9%

3Software - Application11 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

WMT WALMART INC491.1K shares-6.08%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC106.1K shares-11.13%2026-03-312026-05-15

DHI D R HORTON INC108.4K sharesnew addition2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD162.1K shares7.62%2026-03-312026-05-15

TSLA TESLA INC26.0K shares5.83%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T73.6K shares11.74%2026-03-312026-05-15

RWL INVESCO EXCH TRADED FD TR II78.7K shares8.54%2026-03-312026-05-15

FJUN FIRST TR EXCHNG TRADED FD VI147.5K shares4.67%2026-03-312026-05-15

Sponsored

IVV ISHARES TR12.1K shares-1.25%2026-03-312026-05-15

GAP GAP INC303.6K shares-19.81%2026-03-312026-05-15

PKW INVESCO EXCHANGE TRADED FD T58.8K shares0.01%2026-03-312026-05-15

NVDA NVIDIA CORPORATION39.5K shares4.18%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS11.2K shares-2.98%2026-03-312026-05-15

AAPL APPLE INC25.1K shares2.66%2026-03-312026-05-15

FAUG FIRST TR EXCHNG TRADED FD VI115.3K shares4.07%2026-03-312026-05-15

EOG EOG RES INC40.1K shares-24.54%2026-03-312026-05-15

Sponsored

YMAR FIRST TR EXCHNG TRADED FD VI159.6K shares3.64%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR83.9K shares0.61%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.3K sharesnew addition2026-03-312026-05-15

AMZN AMAZON COM INC18.0K shares2.42%2026-03-312026-05-15

MSFT MICROSOFT CORP10.0K shares4.30%2026-03-312026-05-15

GLDM WORLD GOLD TR38.9K shares-0.13%2026-03-312026-05-15

META META PLATFORMS INC6.2K shares48.18%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.3K shares8.93%2026-03-312026-05-15

Sponsored

DFAU DIMENSIONAL ETF TRUST66.0K shares-5.76%2026-03-312026-05-15

DFAC DIMENSIONAL ETF TRUST74.6K shares-13.22%2026-03-312026-05-15

GMOV GMO ETF TRUST102.7K shares6.37%2026-03-312026-05-15

OZK BANK OZK LITTLE ROCK ARK61.7K shares-0.08%2026-03-312026-05-15

SYM SYMBOTIC INC52.5K shares-1.26%2026-03-312026-05-15

BILZ PIMCO ETF TR27.0K shares0.10%2026-03-312026-05-15

PFF ISHARES TR80.9K shares13.68%2026-03-312026-05-15

DFAX DIMENSIONAL ETF TRUST72.0K shares-8.29%2026-03-312026-05-15

Sponsored

DFAI DIMENSIONAL ETF TRUST60.9K shares37.09%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC2.3K shares417.49%2026-03-312026-05-15

AOK ISHARES TR54.9K shares0.00%2026-03-312026-05-15

INTC INTEL CORP49.3K shares612.27%2026-03-312026-05-15

MLPX GLOBAL X FDS29.0K shares-5.50%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC60.0K shares21.82%2026-03-312026-05-15

XOM EXXON MOBIL CORP12.3K shares-13.08%2026-03-312026-05-15

AVUV AMERICAN CENTY ETF TR18.7K shares-4.80%2026-03-312026-05-15

Sponsored

CVX CHEVRON CORPORATION10.0K shares-6.52%2026-03-312026-05-15

MINT PIMCO ETF TR19.7K shares-4.49%2026-03-312026-05-15

ACIO ETF SER SOLUTIONS46.9K shares-12.63%2026-03-312026-05-15

V VISA INC6.3K shares1.89%2026-03-312026-05-15

BROADCOM INC BROADCOM INC6.1K shares7.10%2026-03-312026-05-15

PROSHARES TR PROSHARES TR47.9K sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO6.2K shares6.01%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP8.4K shares9.27%2026-03-312026-05-15

Sponsored

DMAR FIRST TR EXCHNG TRADED FD VI42.1K shares0.50%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC34.4K shares3.65%2026-03-312026-05-15

FTLS FIRST TR EXCH TRADED FD III24.4K shares-2.81%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC10.3K shares-5.94%2026-03-312026-05-15

EFA ISHARES TR17.5K shares-4.20%2026-03-312026-05-15

GAIN GLADSTONE INVT CORP119.1K shares6.95%2026-03-312026-05-15

VTV VANGUARD INDEX FDS8.4K shares-0.18%2026-03-312026-05-15

ALPHABET INC ALPHABET INC5.7K shares13.91%2026-03-312026-05-15

Sponsored

LDUR PIMCO ETF TR16.7K shares-5.13%2026-03-312026-05-15

DFAT DIMENSIONAL ETF TRUST25.3K shares36.83%2026-03-312026-05-15

CSWC CAPITAL SOUTHWEST CORP71.2K shares7.48%2026-03-312026-05-15

TRIN TRINITY CAP INC105.5K shares7.34%2026-03-312026-05-15

MAIN MAIN STR CAP CORP28.8K shares4.23%2026-03-312026-05-15

GBDC GOLUB CAP BDC INC119.7K shares2.11%2026-03-312026-05-15

ARCC ARES CAPITAL CORP83.8K shares15.96%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS19.9K shares0.00%2026-03-312026-05-15

Sponsored

HTGC HERCULES CAPITAL INC98.3K shares9.75%2026-03-312026-05-15

TJX TJX COS INC NEW9.0K shares7.27%2026-03-312026-05-15

NFLX NETFLIX INC.14.8K shares16.74%2026-03-312026-05-15

GLD SPDR GOLD TR3.3K shares-1.39%2026-03-312026-05-15

BXSL BLACKSTONE SECD LENDING FD59.1K shares10.65%2026-03-312026-05-15

FDUS FIDUS INVT CORP79.7K shares9.23%2026-03-312026-05-15

HYLS FIRST TR EXCHANGE-TRADED FD33.9K shares1.95%2026-03-312026-05-15

TSLX SIXTH STREET SPECIALTY LENDI74.8K shares9.86%2026-03-312026-05-15

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD53.5K sharesnew addition2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR27.3K sharesnew addition2026-03-312026-05-15

WCMI FIRST TR EXCHANGE-TRADED FD79.5K sharesnew addition2026-03-312026-05-15

FTCS FIRST TR EXCHANGE-TRADED FD14.3K shares-4.31%2026-03-312026-05-15

UCON FIRST TR EXCHNG TRADED FD VI52.7K shares1.88%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF33.8K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC3.8K shares11.43%2026-03-312026-05-15

HD HOME DEPOT INC3.9K shares1.49%2026-03-312026-05-15

Sponsored

CWB SPDR SERIES TRUST13.8K shares1.78%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares-2.12%2026-03-312026-05-15

OBDC BLUE OWL CAPITAL CORPORATION113.3K shares11.40%2026-03-312026-05-15

USB US BANCORP23.7K shares-13.01%2026-03-312026-05-15

BUFZ FIRST TR EXCHNG TRADED FD VI46.8K shares34.23%2026-03-312026-05-15

KLAC KLA CORP830 shares15.60%2026-03-312026-05-15

MA MASTERCARD INCORPORATED2.4K shares4.36%2026-03-312026-05-15

MSDL MORGAN STANLEY DIRECT LENDIN86.0K shares11.76%2026-03-312026-05-15

Sponsored

TXN TEXAS INSTRS INC6.1K shares12.35%2026-03-312026-05-15

IEFA ISHARES TR20.4K shares63.13%2026-03-312026-05-15

GLAD GLADSTONE CAP CORP68.1K shares12.31%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC6.7K shares14.90%2026-03-312026-05-15

IWF ISHARES TR2.7K shares51.52%2026-03-312026-05-15

GWW WW GRAINGER INC1.1K shares-3.14%2026-03-312026-05-15

AMAT APPLIED MATLS INC3.3K shares8.26%2026-03-312026-05-15

FTSL FIRST TR EXCHANGE-TRADED FD25.0K shares-1.69%2026-03-312026-05-15

Sponsored

MCK MCKESSON CORP1.3K shares22.91%2026-03-312026-05-15

UNP UNION PAC CORP4.6K shares-1.36%2026-03-312026-05-15

TAFM AB ACTIVE ETFS INC43.3K shares16.06%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC11.8K shares3.60%2026-03-312026-05-15

TCHP T ROWE PRICE ETF INC24.2K shares-2.31%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC8.7K shares29.17%2026-03-312026-05-15

IWP ISHARES TR8.1K shares15.11%2026-03-312026-05-15

TPL TEXAS PACIFIC LAND CORPORATI2.1K shares-7.17%2026-03-312026-05-15

Sponsored

PG PROCTER & GAMBLE CO6.8K shares11.78%2026-03-312026-05-15

EFG ISHARES TR8.8K shares-1.93%2026-03-312026-05-15

HIG HARTFORD INSURANCE GROUP INC7.1K shares8.80%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR31.0K shares-29.04%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC6.5K shares24.51%2026-03-312026-05-15

DFEM DIMENSIONAL ETF TRUST27.2K shares25.30%2026-03-312026-05-15

UNILEVER PLC UNILEVER PLC16.5K shares0.95%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP1.0K shares3.86%2026-03-312026-05-15

Sponsored

T AT&T INC32.3K shares22.00%2026-03-312026-05-15

BKDV BNY MELLON ETF TRUST II31.1K shares164.33%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS14.1K shares-9.99%2026-03-312026-05-15

AVMV AMERICAN CENTY ETF TR12.0K shares-0.40%2026-03-312026-05-15

PWR QUANTA SVCS INC1.6K shares11.92%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC10.2K shares1.19%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION883 shares0.46%2026-03-312026-05-15

SMTH ALPS ETF TR33.6K shares0.00%2026-03-312026-05-15

Sponsored

WMB WILLIAMS COS INC11.7K shares-25.70%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON3.5K shares-38.34%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC1.9K shares10.08%2026-03-312026-05-15

ABBV ABBVIE INC3.9K shares-3.57%2026-03-312026-05-15

GSK PLC GSK PLC14.9K shares-24.62%2026-03-312026-05-15

IWD ISHARES TR3.8K shares-12.34%2026-03-312026-05-15

TFC TRUIST FINL CORP17.4K shares-1.09%2026-03-312026-05-15

SPTM SPDR SERIES TRUST10.0K shares-19.74%2026-03-312026-05-15

Sponsored

ASML ASML HLDG NV597 shares-8.99%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC8.0K shares-7.80%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC3.8K shares-1.28%2026-03-312026-05-15

LINDE PLC LINDE PLC1.6K shares5.50%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR12.7K shares12.23%2026-03-312026-05-15

LLY ELI LILLY & CO842 shares12.87%2026-03-312026-05-15

SPYM SPDR SERIES TRUST10.1K shares-20.94%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP1.3K shares-15.73%2026-03-312026-05-15

Sponsored

GPC GENUINE PARTS CO7.3K shares7.83%2026-03-312026-05-15

LHX L3HARRIS TECHNOLOGIES INC2.2K shares-6.11%2026-03-312026-05-15

HSY HERSHEY CO3.7K shares-2.84%2026-03-312026-05-15

CTRA COTERRA ENERGY INC21.8K shares0.03%2026-03-312026-05-15

WPC WP CAREY INC11.2K shares-1.63%2026-03-312026-05-15

INTU INTUIT1.8K shares23.48%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC2.6K shares-1.18%2026-03-312026-05-15

TAFI AB ACTIVE ETFS INC29.9K shares0.00%2026-03-312026-05-15

Sponsored

LOW LOWES COS INC3.2K shares-15.13%2026-03-312026-05-15

RTX RTX CORPORATION3.8K shares24.45%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC2.0K shares27.59%2026-03-312026-05-15

EJAN INNOVATOR ETFS TRUST20.9K sharesnew addition2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.5K shares5.36%2026-03-312026-05-15

TNGY TORTOISE CAPITAL SERIES TRUS67.5K shares2.38%2026-03-312026-05-15

ICLR ICON PLC6.4K shares22.01%2026-03-312026-05-15

MBB ISHARES TR7.4K shares-1.19%2026-03-312026-05-15

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC3.6K sharesnew addition2026-03-312026-05-15

SNPS SYNOPSYS INC1.8K shares1.45%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR1.2K shares-4.75%2026-03-312026-05-15

DFAW DIMENSIONAL ETF TRUST9.4K shares14.79%2026-03-312026-05-15

KNGZ FIRST TR EXCHANGE TRADED FD19.0K shares0.06%2026-03-312026-05-15

KO COCA COLA CO8.9K shares-14.04%2026-03-312026-05-15

DEO DIAGEO PLC9.0K shares66.22%2026-03-312026-05-15

SGOV ISHARES TR6.6K sharesnew addition2026-03-312026-05-15

Sponsored

VFLO VICTORY PORTFOLIOS II16.8K shares-12.08%2026-03-312026-05-15

GRID FIRST TR EXCHANGE-TRADED FD4.0K sharesnew addition2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE7.2K shares-22.35%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR8.1K shares0.00%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC1.9K shares3.59%2026-03-312026-05-15

APD AIR PRODUCTS AND CHEMICALS I2.2K shares-8.90%2026-03-312026-05-15

PGR PROGRESSIVE CORP3.2K shares13.92%2026-03-312026-05-15

CSL CARLISLE COS INC1.9K shares19.74%2026-03-312026-05-15

Sponsored

APH AMPHENOL CORP5.0K shares13.75%2026-03-312026-05-15

VOE VANGUARD INDEX FDS3.4K shares-2.07%2026-03-312026-05-15

PYLD PIMCO ETF TR24.0K shares-20.05%2026-03-312026-05-15

HOMB HOME BANCSHARES INC23.2K shares0.61%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS6.9K shares11.87%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR13.2K shares10.71%2026-03-312026-05-15

DFCF DIMENSIONAL ETF TRUST14.3K shares88.38%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST8.4K shares-5.04%2026-03-312026-05-15

Sponsored

IJR ISHARES TR13.2K shares10.90%2026-03-312026-05-15

SNY SANOFI SA12.3K shares-0.53%2026-03-312026-05-15

ZBH ZIMMER BIOMET HOLDINGS INC6.4K shares58.00%2026-03-312026-05-15

WFC WELLS FARGO & CO7.2K shares-17.72%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC5.0K sharesnew addition2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS6.9K shares0.00%2026-03-312026-05-15

BAC BANK AMERICA CORP11.7K shares22.80%2026-03-312026-05-15

TGT TARGET CORP4.7K shares44.74%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC6.1K shares-0.80%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP3.1K shares-1.43%2026-03-312026-05-15

VBK VANGUARD INDEX FDS1.9K shares-1.27%2026-03-312026-05-15

XLB SELECT SECTOR SPDR TR11.2K shares13.03%2026-03-312026-05-15

CSCO CISCO SYS INC7.2K shares7.97%2026-03-312026-05-15

VOT VANGUARD INDEX FDS2.2K shares-25.09%2026-03-312026-05-15

DFIS DIMENSIONAL ETF TRUST16.2K shares12.90%2026-03-312026-05-15

FVD FIRST TR EXCHANGE-TRADED FD11.5K shares-0.96%2026-03-312026-05-15

Sponsored

MDY STATE STR SPDR S&P MIDCAP 40877 shares0.34%2026-03-312026-05-15

SNA SNAP ON INC1.5K shares-1.07%2026-03-312026-05-15

TMSL T ROWE PRICE ETF INC14.4K shares134.02%2026-03-312026-05-15

NEE NEXTERA ENERGY INC5.7K shares-0.16%2026-03-312026-05-15

FANG DIAMONDBACK ENERGY INC2.7K shares-3.06%2026-03-312026-05-15

TT TRANE TECHNOLOGIES PLC1.3K shares16.01%2026-03-312026-05-15

AMGN AMGEN INC1.5K shares-4.14%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F10.3K shares0.00%2026-03-312026-05-15

Sponsored

DIS DISNEY WALT CO5.4K shares-15.27%2026-03-312026-05-15

ROST ROSS STORES INC2.4K shares-39.62%2026-03-312026-05-15

URI UNITED RENTALS INC712 shares11.77%2026-03-312026-05-15

SPGI S&P GLOBAL INC1.2K shares-0.82%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST7.2K shares0.07%2026-03-312026-05-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC4.6K shares74.18%2026-03-312026-05-15

KVUE KENVUE INC29.5K shares0.32%2026-03-312026-05-15

MCO MOODYS CORP1.2K shares0.61%2026-03-312026-05-15

Sponsored

NOW SERVICENOW INC4.8K shares17.73%2026-03-312026-05-15

DOC HEALTHPEAK PROPERTIES INC30.3K shares7.28%2026-03-312026-05-15

BUFY FIRST TR EXCHNG TRADED FD VI21.9K shares34.43%2026-03-312026-05-15

BR BROADRIDGE FINL SOLUTIONS IN3.0K shares3.47%2026-03-312026-05-15

ETHA ISHARES ETHEREUM TR30.8K shares1.72%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC992 shares-25.24%2026-03-312026-05-15

FAST FASTENAL CO10.5K shares-5.63%2026-03-312026-05-15

CDNS CADENCE DESIGN SYSTEM INC1.7K shares7.22%2026-03-312026-05-15

Sponsored

PLD PROLOGIS INC.3.6K shares-0.69%2026-03-312026-05-15

PSX PHILLIPS 662.6K shares0.00%2026-03-312026-05-15

PYPL PAYPAL HLDGS INC10.3K shares23.12%2026-03-312026-05-15

CENCORA INC CENCORA INC1.5K shares-29.73%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.9K shares-37.84%2026-03-312026-05-15

FLRN SPDR SERIES TRUST14.4K shares-18.07%2026-03-312026-05-15

NEM NEWMONT CORP4.1K shares2.76%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-9.82%2026-03-312026-05-15

Sponsored

JLL JONES LANG LASALLE INC1.4K shares-2.18%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.6K shares1.26%2026-03-312026-05-15

IEMG ISHARES INC6.2K sharesnew addition2026-03-312026-05-15

DECM FIRST TR EXCHNG TRADED FD VI13.2K shares0.00%2026-03-312026-05-15

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.7K shares22.42%2026-03-312026-05-15

ISTB ISHARES TR8.9K shares0.00%2026-03-312026-05-15

SPIB SPDR SERIES TRUST12.6K shares0.00%2026-03-312026-05-15

ROE EA SERIES TRUST11.9K shares-21.65%2026-03-312026-05-15

Sponsored

DFAR DIMENSIONAL ETF TRUST17.8K shares-35.31%2026-03-312026-05-15

CME CME GROUP INC1.4K shares-0.14%2026-03-312026-05-15

MKL MARKEL GROUP INC220 shares0.92%2026-03-312026-05-15

NVO NOVO-NORDISK A S11.3K shares159.68%2026-03-312026-05-15

JANM FIRST TR EXCHNG TRADED FD VI12.6K shares-15.98%2026-03-312026-05-15

WM WASTE MGMT INC DEL1.8K shares-3.87%2026-03-312026-05-15

SCCO SOUTHERN COPPER CORP2.4K sharesnew addition2026-03-312026-05-15

DG DOLLAR GEN CORP3.4K shares-14.49%2026-03-312026-05-15

Sponsored

BAX BAXTER INTL INC24.1K shares59.19%2026-03-312026-05-15

AGG ISHARES TR4.1K shares-3.12%2026-03-312026-05-15

CMCSA COMCAST CORP NEW14.0K shares57.42%2026-03-312026-05-15

PULS PGIM ETF TR8.1K shares0.00%2026-03-312026-05-15

DFNM DIMENSIONAL ETF TRUST8.3K shares-3.10%2026-03-312026-05-15

JHMB JOHN HANCOCK EXCHANGE TRADED18.1K shares0.00%2026-03-312026-05-15

AMT AMERICAN TOWER CORP2.3K shares37.46%2026-03-312026-05-15

ADBE ADOBE INC1.6K sharesnew addition2026-03-312026-05-15

Sponsored

BDX BECTON DICKINSON & CO2.5K shares-1.38%2026-03-312026-05-15

TMUS T-MOBILE US INC1.9K shares-11.73%2026-03-312026-05-15

SHY ISHARES TR4.7K shares0.00%2026-03-312026-05-15

APP APPLOVIN CORP978 shares-0.81%2026-03-312026-05-15

SRE SEMPRA3.9K shares-4.16%2026-03-312026-05-15

PAYX PAYCHEX INC4.1K shares23.21%2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP4.1K shares-23.78%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO1.4K shares13.19%2026-03-312026-05-15

Sponsored

IWM ISHARES TR1.5K shares0.13%2026-03-312026-05-15

ESGV VANGUARD WORLD FD3.3K shares0.00%2026-03-312026-05-15

CCEP COCA-COLA EUROPACIFIC PARTNE4.1K shares-3.00%2026-03-312026-05-15

PAAA PGIM ETF TR7.2K shares1.93%2026-03-312026-05-15

CVS CVS HEALTH CORP5.1K shares13.28%2026-03-312026-05-15

AZO AUTOZONE INC109 shares-29.22%2026-03-312026-05-15

ORCL ORACLE CORP2.5K shares-16.08%2026-03-312026-05-15

AGNC AGNC INVT CORP36.4K shares-1.10%2026-03-312026-05-15

Sponsored

GL GLOBE LIFE INC2.6K shares-0.38%2026-03-312026-05-15

DNOV FIRST TR EXCHNG TRADED FD VI7.5K shares0.00%2026-03-312026-05-15

PPG PPG INDS INC3.4K shares12.62%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN1.8K shares27.83%2026-03-312026-05-15

ABT ABBOTT LABORATORIES3.5K shares-0.97%2026-03-312026-05-15

DGX QUEST DIAGNOSTICS INC1.8K shares-20.36%2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP5.6K shares17.33%2026-03-312026-05-15

BARRICK MNG CORP BARRICK MNG CORP8.7K shares-37.46%2026-03-312026-05-15

Sponsored

HLN HALEON PLC34.9K shares-1.29%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS1.6K shares-24.08%2026-03-312026-05-15

HEI.A HEICO CORP NEW1.6K shares-2.28%2026-03-312026-05-15

IJH ISHARES TR4.9K shares0.00%2026-03-312026-05-15

LEN LENNAR CORP3.8K shares11.37%2026-03-312026-05-15

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP956 shares-45.74%2026-03-312026-05-15

SF STIFEL FINL CORP4.4K shares52.80%2026-03-312026-05-15

DSEP FIRST TR EXCHNG TRADED FD VI7.4K shares-4.34%2026-03-312026-05-15

Sponsored

FEBM FIRST TR EXCHNG TRADED FD VI10.6K shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY2.0K shares8.54%2026-03-312026-05-15

BURL BURLINGTON STORES INC989 shares6.34%2026-03-312026-05-15

SCHH SCHWAB STRATEGIC TR14.9K shares0.54%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC2.0K shares5.72%2026-03-312026-05-15

SYY SYSCO CORP4.4K shares-25.05%2026-03-312026-05-15

BUFR FIRST TR EXCHNG TRADED FD VI13.3K shares-7.79%2026-03-312026-05-15

FNF FIDELITY NATL FINL INC6.7K shares-1.38%2026-03-312026-05-15

Sponsored

SHW SHERWIN WILLIAMS CO951 shares-1.14%2026-03-312026-05-15

ZAPR INNOVATOR ETFS TRUST11.6K shares0.00%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR6.7K shares0.00%2026-03-312026-05-15

BKNG BOOKING HOLDINGS INC72 shares12.50%2026-03-312026-05-15

BUFS FIRST TR EXCHNG TRADED FD VI13.1K shares3.33%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR10.3K shares-13.59%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD1.5K shares4.11%2026-03-312026-05-15

MET METLIFE INC4.2K shares10.00%2026-03-312026-05-15

Sponsored

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS2.2K shares-6.40%2026-03-312026-05-15

VMC VULCAN MATLS CO1.1K shares0.38%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS5.8K shares-10.53%2026-03-312026-05-15

VNLA JANUS DETROIT STR TR6.0K shares0.00%2026-03-312026-05-15

IDA IDACORP INC2.0K shares0.85%2026-03-312026-05-15

FEGE RBB FUND TRUST6.2K sharesnew addition2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC816 shares-1.57%2026-03-312026-05-15

Sponsored

LFUS LITTELFUSE INC849 shares-5.98%2026-03-312026-05-15

MUB ISHARES TR2.7K shares7.02%2026-03-312026-05-15

BRO BROWN & BROWN INC4.4K shares-15.94%2026-03-312026-05-15

SBUX STARBUCKS CORP3.2K shares-6.21%2026-03-312026-05-15

INGR INGREDION INC2.5K shares3.43%2026-03-312026-05-15

JHMM JOHN HANCOCK EXCHANGE TRADED4.2K shares-1.13%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares-8.05%2026-03-312026-05-15

BF.B BROWN FORMAN CORP10.4K shares-24.52%2026-03-312026-05-15

Sponsored

ZNOV INNOVATOR ETFS TRUST10.4K shares0.00%2026-03-312026-05-15

CASY CASEYS GEN STORES INC374 sharesnew addition2026-03-312026-05-15

KHPI MANAGED PORTFOLIO SERIES11.0K shares15.29%2026-03-312026-05-15

HMC HONDA MOTOR CO LTD10.8K shares-2.39%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP972 sharesnew addition2026-03-312026-05-15

AOS SMITH A O CORP4.0K shares-0.45%2026-03-312026-05-15

NPO ENPRO INC1.0K shares0.29%2026-03-312026-05-15

FEOE RBB FUND TRUST5.1K sharesnew addition2026-03-312026-05-15

Sponsored

BTI BRITISH AMERN TOB PLC4.4K shares24.54%2026-03-312026-05-15

JKHY HENRY JACK & ASSOC INC1.6K shares-0.12%2026-03-312026-05-15

WRB BERKLEY W R CORP3.9K shares-29.49%2026-03-312026-05-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.2K shares-0.89%2026-03-312026-05-15

BN BROOKFIELD CORP6.2K shares-1.42%2026-03-312026-05-15

WINN HARBOR ETF TRUST9.0K sharesnew addition2026-03-312026-05-15

ABNB AIRBNB INC2.0K shares7.25%2026-03-312026-05-15

WSO WATSCO INC684 shares11.40%2026-03-312026-05-15

Sponsored

VO VANGUARD INDEX FDS6.5K shares-7.12%2026-03-312026-05-15

GLW CORNING INC1.8K sharesnew addition2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR2.8K shares-1.52%2026-03-312026-05-15

DIOD DIODES INC3.6K sharesnew addition2026-03-312026-05-15

DDEC FIRST TR EXCHNG TRADED FD VI5.5K shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-05-15

DJUL FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2026-03-312026-05-15

CARY ANGEL OAK FUNDS TRUST11.5K shares-21.03%2026-03-312026-05-15

Sponsored

CMI CUMMINS INC444 shares2.78%2026-03-312026-05-15

NNN NNN REIT INC5.7K sharesnew addition2026-03-312026-05-15

VLO VALERO ENERGY CORP958 sharesnew addition2026-03-312026-05-15

SE SEA LTD2.8K shares5.18%2026-03-312026-05-15

MOAT VANECK ETF TRUST2.4K shares0.00%2026-03-312026-05-15

PR PERMIAN RESOURCES CORP10.9K shares-8.63%2026-03-312026-05-15

TPYP TORTOISE CAPITAL SERIES TRUS5.5K sharesnew addition2026-03-312026-05-15

POOL POOL CORP1.1K sharesnew addition2026-03-312026-05-15

Sponsored

SCI SERVICE CORP INTL2.8K shares-35.07%2026-03-312026-05-15

VUG VANGUARD INDEX FDS517 shares-17.81%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE788 shares19.94%2026-03-312026-05-15

ZTS ZOETIS INC1.9K shares-13.94%2026-03-312026-05-15

MC MOELIS & CO3.9K shares23.04%2026-03-312026-05-15

ONTO ONTO INNOVATION INC1.1K sharesnew addition2026-03-312026-05-15

TSN TYSON FOODS INC3.5K sharesnew addition2026-03-312026-05-15

CACI CACI INTL INC406 shares2.27%2026-03-312026-05-15

Sponsored

BOND PIMCO ETF TR2.4K shares-0.04%2026-03-312026-05-15

ODFL OLD DOMINION FREIGHT LINE IN1.1K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION661 shares9.26%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC3.8K shares-26.89%2026-03-312026-05-15

QCOM QUALCOMM INC1.7K sharesnew addition2026-03-312026-05-15

OLLI OLLIES BARGAIN OUTLET HLDGS2.3K shares14.88%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO842 sharesnew addition2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES INC746 sharesnew addition2026-03-312026-05-15

Sponsored

VCSH VANGUARD SCOTTSDALE FDS2.6K shares0.00%2026-03-312026-05-15

STERIS PLC STERIS PLC944 shares-29.18%2026-03-312026-05-15

COPX GLOBAL X FDS2.7K sharesnew addition2026-03-312026-05-15

MCHP MICROCHIP TECHNOLOGY INC.3.2K shares-10.57%2026-03-312026-05-15

ENS ENERSYS1.2K shares-13.13%2026-03-312026-05-15

ACGL ARCH CAP GROUP LTD2.2K sharesnew addition2026-03-312026-05-15

WBD WARNER BROS DISCOVERY INC7.6K sharesnew addition2026-03-312026-05-15

RGA REINSURANCE GROUP AMER INC1.0K shares-1.37%2026-03-312026-05-15

Sponsored

CMG CHIPOTLE MEXICAN GRILL INC6.4K shares1.79%2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC2.9K shares2.19%2026-03-312026-05-15

NVS NOVARTIS AG1.3K sharesnew addition2026-03-312026-05-15

STT STATE STR CORP1.6K shares-34.41%2026-03-312026-05-15

AJG GALLAGHER ARTHUR J & CO934 shares-49.27%2026-03-312026-05-15

EXLS EXLSERVICE HLDGS INC6.6K shares32.12%2026-03-312026-05-15

PCG PG&E CORP11.3K shares6.25%2026-03-312026-05-15

SLI STANDARD LITHIUM LTD56.5K shares-3.17%2026-03-312026-05-15

Sponsored

WEST WESTROCK COFFEE CO36.5K shares9.23%2026-03-312026-05-15

FSCO FS CREDIT OPPORTUNITIES CORP28.8K shares0.00%2026-03-312026-05-15

WOOF PETCO HEALTH & WELLNESS CO I34.9K shares0.24%2026-03-312026-05-15

LITHIUM ARGENTINA AG LITHIUM ARGENTINA AG11.3K shares0.00%2026-03-312026-05-15

LYG LLOYDS BANKING GROUP PLC10.1K sharesnew addition2026-03-312026-05-15

ADVISORSHARES TR ADVISORSHARES TR17.6K shares0.00%2026-03-312026-05-15

CNTX CONTEXT THERAPEUTICS INC10.3K sharesnew addition2026-03-312026-05-15

EVGO EVGO INC14.1K shares-2.57%2026-03-312026-05-15

Sponsored

PLUG PLUG PWR INC10.0K shares0.00%2026-03-312026-05-15

WMT

WALMART INC

-6.08%

Shares491.1K

Event2026-03-31

Filed2026-05-15

JBHT

HUNT J B TRANS SVCS INC

-11.13%

Shares106.1K

Event2026-03-31

Filed2026-05-15

DHI

D R HORTON INC

New

Shares108.4K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TR EXCHANGE TRADED FD

7.62%

Shares162.1K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

5.83%

Shares26.0K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

11.74%

Shares73.6K

Event2026-03-31

Filed2026-05-15

RWL

INVESCO EXCH TRADED FD TR II

8.54%

Shares78.7K

Event2026-03-31

Filed2026-05-15

FJUN

FIRST TR EXCHNG TRADED FD VI

4.67%

Shares147.5K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-1.25%

Shares12.1K

Event2026-03-31

Filed2026-05-15

GAP

GAP INC

-19.81%

Shares303.6K

Event2026-03-31

Filed2026-05-15

PKW

INVESCO EXCHANGE TRADED FD T

0.01%

Shares58.8K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

4.18%

Shares39.5K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-2.98%

Shares11.2K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

2.66%

Shares25.1K

Event2026-03-31

Filed2026-05-15

FAUG

FIRST TR EXCHNG TRADED FD VI

4.07%

Shares115.3K

Event2026-03-31

Filed2026-05-15

EOG

EOG RES INC

-24.54%

Shares40.1K

Event2026-03-31

Filed2026-05-15

YMAR

FIRST TR EXCHNG TRADED FD VI

3.64%

Shares159.6K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

0.61%

Shares83.9K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

New

Shares20.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

2.42%

Shares18.0K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

4.30%

Shares10.0K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

-0.13%

Shares38.9K

Event2026-03-31

Filed2026-05-15