Sponsored

The Analysis of Legacy Financial Advisors, Inc.'s Holdings & P&L

Currently, Legacy Financial Advisors, Inc. holds 404 types of securities in its portfolio with a total value $715.1M. In the most recent quarter, they have increased their positions in FRDM (+386.7K shares, valued at $21.1M), VFLO (+262.9K shares, valued at $10.4M), NVDA (+8.4K shares, valued at $1.5M); decreased their positions in XC (-598.9K shares, valued at $18.7M), DGRW (-95.9K shares, valued at $8.4M), EMXC (-21.3K shares, valued at $1.7M); initiated new positions in FRDM (+386.7K shares, valued at $21.1M), VFLO (+262.9K shares, valued at $10.4M), RJF (+3.8K shares, valued at $548.3K).

1M P&L

+26.8M+3.77%

3M P&L

+27.8M+3.91%

HY P&L

+73.1M+10.97%

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/A318.8M

48.2%

2Semiconductors31.3M

4.7%

3Consumer Electronics21.5M

3.2%

Top Industries by Stock Count

1N/A65 stocks

17.5%

2Software - Application15 stocks

4.0%

3Utilities - Regulated Electric13 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND722.4K shares-11.72%2026-03-312026-04-30

DIVI FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND852.7K shares-0.05%2026-03-312026-04-30

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF169.3K shares-4.90%2026-03-312026-04-30

AAPL APPLE INC84.6K shares-1.69%2026-03-312026-04-30

NVDA NVIDIA CORP122.8K shares7.37%2026-03-312026-04-30

WTV WISDOMTREE US VALUE FUND OF BENEF INTEREST225.6K shares1.34%2026-03-312026-04-30

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND814.4K shares6.14%2026-03-312026-04-30

FRDM FREEDOM 100 EMERGING MARKETS ETF386.7K sharesnew addition2026-03-312026-04-30

Sponsored

QGRW WISDOMTREE U.S. QUALITY GROWTH FUND333.3K shares1.58%2026-03-312026-04-30

MSFT MICROSOFT35.1K shares-0.21%2026-03-312026-04-30

PG PROCTER & GAMBLE CO COM86.8K shares6.21%2026-03-312026-04-30

GQI NATIXIS GATEWAY QUALITY INCOME ETF209.7K shares-8.90%2026-03-312026-04-30

JMUB JPMORGAN MUNICIPAL ETF225.7K shares-0.10%2026-03-312026-04-30

VFLO VICTORYSHARES FREE CASH FLOW ETF262.9K sharesnew addition2026-03-312026-04-30

DGRO ISHARES CORE DIVIDEND GROWTH ETF145.8K shares-13.94%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO COM33.9K shares0.99%2026-03-312026-04-30

Sponsored

GOOGLE INC GOOGLE INC34.5K shares0.42%2026-03-312026-04-30

AMZN AMAZON.COM INC46.6K shares-1.27%2026-03-312026-04-30

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C29.1K shares0.62%2026-03-312026-04-30

META META PLATFORMS INC CL A11.5K shares4.61%2026-03-312026-04-30

AVAGO TECHNOLOGIES LTD AVAGO TECHNOLOGIES LTD19.3K shares3.00%2026-03-312026-04-30

TSLA TESLA MOTORS INC16.0K shares-0.39%2026-03-312026-04-30

VTI VANGUARD TOTAL STK MKT17.8K shares-1.14%2026-03-312026-04-30

NFLX NETFLIX COM INC50.5K shares26.28%2026-03-312026-04-30

Sponsored

IEFA ISHARES CORE MSCI EAFE ETF51.9K shares-6.26%2026-03-312026-04-30

FLMI FRANKLIN DYNAMIC MUNICIPAL BOND ETF189.6K shares4.99%2026-03-312026-04-30

VONG VANGUARD RUSSELL 1000 GROWTH ETF39.1K shares-6.54%2026-03-312026-04-30

XOM EXXON MOBIL CORP COM23.8K shares2.51%2026-03-312026-04-30

V VISA INC13.3K shares3.19%2026-03-312026-04-30

WMT WALMART INC COM31.5K shares1.59%2026-03-312026-04-30

IVV ISHARES S&P 500 INDEX6.0K shares2.14%2026-03-312026-04-30

JPST JPMORGAN ULTRA-SHORT INCOME ETF75.0K shares1.34%2026-03-312026-04-30

Sponsored

JNJ JOHNSON & JOHNSON COM15.2K shares5.34%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW7.6K shares1.75%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC28.1K shares-1.92%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC COM16.0K shares0.91%2026-03-312026-04-30

VEA VANGUARD FTSE DEVELOPED MARKETS ETF51.9K shares-6.53%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP71.4K shares0.98%2026-03-312026-04-30

MU MICRON TECHNOLOGY9.4K shares9.67%2026-03-312026-04-30

ORCL ORACLE CORPORATION20.2K shares6.53%2026-03-312026-04-30

Sponsored

CVX CHEVRON CORPORATION COM14.2K shares2.44%2026-03-312026-04-30

LLY ELI LILLY & CO COM3.2K shares1.11%2026-03-312026-04-30

SPHQ INVESCO S&P 500 QUALITY ETF38.7K shares13.14%2026-03-312026-04-30

BAC BANK OF AMER CORP COM54.8K shares-4.41%2026-03-312026-04-30

SPY STATE STREET SPDR S&P 500 ETF4.0K shares-20.66%2026-03-312026-04-30

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF49.1K shares4.04%2026-03-312026-04-30

CSCO CISCO SYS INC32.2K shares12.51%2026-03-312026-04-30

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF30.2K shares-41.30%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS COM17.9K shares-11.62%2026-03-312026-04-30

HYMB STATE STREET SPDR NUVEEN ICE HIGH YIELD MUNICIPAL BOND ETF92.6K shares-1.60%2026-03-312026-04-30

AMAT APPLIED MATLS INC COM6.7K shares19.70%2026-03-312026-04-30

GE AEROSPACE COM NEW GE AEROSPACE COM NEW8.0K shares5.22%2026-03-312026-04-30

GEV GE VERNOVA INC COM2.5K shares8.71%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC19.1K shares0.73%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC CL A14.6K shares1.12%2026-03-312026-04-30

CRM SALESFORCE COM11.4K shares-3.56%2026-03-312026-04-30

Sponsored

KO COCA COLA CO COM27.8K shares2.21%2026-03-312026-04-30

HLMN HILLMAN SOLUTIONS CORP COM252.5K shares0.00%2026-03-312026-04-30

BA BOEING CO COM10.2K shares1.40%2026-03-312026-04-30

CAT CATERPILLAR INC COM2.8K shares1.78%2026-03-312026-04-30

ABBV ABBVIE INC COM9.1K shares-0.56%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC COM9.7K shares21.83%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP9.2K shares28.27%2026-03-312026-04-30

HD HOME DEPOT5.8K shares-1.84%2026-03-312026-04-30

Sponsored

COST COSTCO WHOLESALE CORP1.9K shares12.03%2026-03-312026-04-30

MA MASTERCARD INC3.8K shares-0.68%2026-03-312026-04-30

USB US BANCORP COM NEW36.1K shares5.25%2026-03-312026-04-30

IDHQ INVESCO S&P INTERNATIONAL DEVELOPED HIGH QUALITY ETF51.6K shares6.04%2026-03-312026-04-30

RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF35.8K shares9.59%2026-03-312026-04-30

MCD MCDONALDS CORP COM5.8K shares5.25%2026-03-312026-04-30

TJX TJX COS INC NEW COM11.1K shares5.40%2026-03-312026-04-30

UNP UNION PAC CORP COM7.3K shares3.78%2026-03-312026-04-30

Sponsored

WFC WELLS FARGO & CO COM21.9K shares-3.82%2026-03-312026-04-30

SNA SNAP ON INC COM4.7K shares-0.40%2026-03-312026-04-30

ABNB AIRBNB INC COM CL A13.4K shares19.53%2026-03-312026-04-30

GLD SPDR GOLD ETF3.9K shares0.39%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC10.0K shares-2.11%2026-03-312026-04-30

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF41.8K shares7.57%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO COM27.2K shares8.26%2026-03-312026-04-30

RTX RTX CORPORATION COM8.5K shares2.88%2026-03-312026-04-30

Sponsored

PSX PHILLIPS 668.5K shares-20.55%2026-03-312026-04-30

IBM INTL BUSINESS MACHINES6.4K shares12.48%2026-03-312026-04-30

CTVA CORTEVA INC COM18.3K shares1.81%2026-03-312026-04-30

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF24.3K shares14.10%2026-03-312026-04-30

POWERSHARES QQQ TR POWERSHARES QQQ TR2.6K shares-0.62%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC1.7K shares0.81%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE INC COM9.3K shares8.38%2026-03-312026-04-30

COF CAPITAL ONE FINANCIAL CORP7.9K shares-18.03%2026-03-312026-04-30

Sponsored

TRGP TARGA RES CORP COM5.7K shares-12.24%2026-03-312026-04-30

NKE NIKE INC CLASS B26.8K shares6.18%2026-03-312026-04-30

CB CHUBB LTD SWITZ COM4.3K shares7.69%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS IN3.1K shares5.68%2026-03-312026-04-30

MPC MARATHON PETE CORP5.7K shares-11.48%2026-03-312026-04-30

SHOP SHOPIFY INC CL A SUB VTG SHS11.4K shares-2.51%2026-03-312026-04-30

INTC INTEL CORP COM30.6K shares39.99%2026-03-312026-04-30

PEP PEPSICO INC COM8.7K shares1.52%2026-03-312026-04-30

Sponsored

DAL DELTA AIR LINES INC DEL CMN19.9K shares0.65%2026-03-312026-04-30

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND25.3K shares-2.85%2026-03-312026-04-30

FI FISERV INC23.5K shares8.77%2026-03-312026-04-30

SCHW CHARLES SCHWAB CORP13.9K shares-8.55%2026-03-312026-04-30

ADI ANALOG DEVICES INC COM4.0K shares14.48%2026-03-312026-04-30

XMHQ INVESCO S&P MIDCAP QUALITY ETF12.2K shares13.22%2026-03-312026-04-30

LINDE PLC SHS LINDE PLC SHS2.5K shares31.34%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC COM NEW2.9K shares3.70%2026-03-312026-04-30

Sponsored

DIS DISNEY WALT CO COM12.9K shares-10.03%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS24.7K shares27.20%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS INC1.6K shares12.06%2026-03-312026-04-30

AMGN AMGEN INC3.4K shares8.92%2026-03-312026-04-30

SBUX STARBUCKS CORP13.0K shares11.61%2026-03-312026-04-30

KDP KEURIG DR PEPPER INC COM43.9K shares-6.58%2026-03-312026-04-30

CTAS CINTAS CORP6.8K shares-0.10%2026-03-312026-04-30

WTW WILLIS TOWERS WATSON PLC LTD SHS3.9K shares2.94%2026-03-312026-04-30

Sponsored

MMC MARSH & MCLENNAN COS INC COM6.5K shares294.27%2026-03-312026-04-30

GM GENERAL MOTORS CORP15.0K shares-10.17%2026-03-312026-04-30

PFE PFIZER INC COM39.8K shares21.85%2026-03-312026-04-30

KLAC KLA-TENCOR CORP754 shares32.98%2026-03-312026-04-30

XCEM COLUMBIA EM CORE EX-CHINA ETF27.0K shares-18.92%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP15.0K shares3.00%2026-03-312026-04-30

KE KIMBALL ELECTRONICS INC COM45.4K shares0.00%2026-03-312026-04-30

DE DEERE & CO COM1.9K shares-38.03%2026-03-312026-04-30

Sponsored

NEE NEXTERA ENERGY INC COM11.4K shares7.39%2026-03-312026-04-30

VTEB VANGUARD TAX-EXEMPT BOND ETF20.9K shares-14.80%2026-03-312026-04-30

ALLY ALLY FINL INC COM26.4K shares12.13%2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC COM NEW13.7K shares0.01%2026-03-312026-04-30

XC WISDOMTREE TRUE EMERGING MARKETS FUND32.9K shares-94.79%2026-03-312026-04-30

T AT&T INC COM35.4K shares11.62%2026-03-312026-04-30

USMV ISHARES TR MSCI USA MINIMUM VOLATILITY INDEX FD11.0K shares-50.50%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY A COM3.5K shares-8.36%2026-03-312026-04-30

Sponsored

ACCENTURE LTD BERMUDA CL A ACCENTURE LTD BERMUDA CL A5.0K shares121.83%2026-03-312026-04-30

HON HONEYWELL INTL INC4.3K shares39.68%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC COM2.0K shares-3.79%2026-03-312026-04-30

CMCSA COMCAST CORP NEW CL A33.8K shares15.95%2026-03-312026-04-30

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW7.4K shares1.99%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL, INC.2.1K shares-0.14%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO COM3.2K shares17.87%2026-03-312026-04-30

QCOM QUALCOMM INC COM7.4K shares-21.66%2026-03-312026-04-30

Sponsored

MS MORGAN STANLEY5.8K shares8.41%2026-03-312026-04-30

DOV DOVER CORP COM4.6K shares0.09%2026-03-312026-04-30

RGA REINSURANCE GROUP AMER INC COM NEW4.6K shares7.32%2026-03-312026-04-30

EATON CORP PLC SHS EATON CORP PLC SHS2.6K shares-2.62%2026-03-312026-04-30

TFC TRUIST FINL CORP COM20.2K shares-0.05%2026-03-312026-04-30

TXN TEXAS INSTRS INC COM4.8K shares9.91%2026-03-312026-04-30

FDX FEDEX CORP2.6K shares11.91%2026-03-312026-04-30

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A487 shares2.53%2026-03-312026-04-30

Sponsored

MGK VANGUARD MEGA CAP GROWTH ETF2.5K shares-7.17%2026-03-312026-04-30

ZBH ZIMMER HLDGS INC9.9K shares3.26%2026-03-312026-04-30

RY ROYAL BANK OF CANADA5.5K shares-0.13%2026-03-312026-04-30

NEM NEWMONT CORP COM8.3K shares3.80%2026-03-312026-04-30

BSV VANGUARD SHORT-TERM BOND ETF11.4K shares48.76%2026-03-312026-04-30

ALL ALLSTATE CORP4.3K shares1.42%2026-03-312026-04-30

ADBE ADOBE SYS INC3.6K shares89.04%2026-03-312026-04-30

GEHC GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK12.4K shares-6.84%2026-03-312026-04-30

Sponsored

XEL XCEL ENERGY INC COM11.0K shares0.79%2026-03-312026-04-30

EOG EOG RESOURCES INC6.0K shares-14.56%2026-03-312026-04-30

PID INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF38.5K shares-4.67%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP COM955 shares4.26%2026-03-312026-04-30

ADSK AUTODESK INC3.5K shares-1.57%2026-03-312026-04-30

IQV IQVIA HLDGS INC COM4.9K shares-11.53%2026-03-312026-04-30

CME CHICAGO MERCANTILE HLDGS INC2.8K shares-5.23%2026-03-312026-04-30

LOW LOWES COS INC COM3.5K shares3.66%2026-03-312026-04-30

Sponsored

EFX EQUIFAX INC COM4.5K shares11.59%2026-03-312026-04-30

SPGI S&P GLOBAL INC COM1.9K shares37.90%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC COM191 shares21.66%2026-03-312026-04-30

AEM AGNICO EAGLE MINES LTD COM3.8K shares-4.80%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC797 shares18.78%2026-03-312026-04-30

GILD GILEAD SCIENCES INC5.5K shares13.40%2026-03-312026-04-30

NDAQ NASDAQ STK MKT INC9.0K shares-7.77%2026-03-312026-04-30

ABT ABBOTT LABORATORIES COM7.4K shares-19.09%2026-03-312026-04-30

Sponsored

LULU LULULEMON ATHLETICA INC4.8K shares19.34%2026-03-312026-04-30

AER AERCAP HOLDINGS N V SHS5.4K shares4.95%2026-03-312026-04-30

TOTALENERGIES SE ACT TOTALENERGIES SE ACT8.1K shares10.50%2026-03-312026-04-30

ORLY O REILLY AUTOMOTIVE INC8.0K shares-2.15%2026-03-312026-04-30

MCK MCKESSON CORP854 shares4.66%2026-03-312026-04-30

IUSG ISHARES CORE S&P U.S. GROWTH ETF4.8K shares0.00%2026-03-312026-04-30

ENB ENBRIDGE INC COM13.6K shares-7.95%2026-03-312026-04-30

ROP ROPER TECHNOLOGIES INC COM2.1K shares315.26%2026-03-312026-04-30

Sponsored

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM2.1K shares-7.26%2026-03-312026-04-30

STT STATE STR CORP COM5.5K shares2.35%2026-03-312026-04-30

NOW SERVICE NOW INC6.7K shares-47.30%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP1.2K shares15.40%2026-03-312026-04-30

GPN GLOBAL PAYMENTS INC10.3K shares13.83%2026-03-312026-04-30

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS5.6K shares51.40%2026-03-312026-04-30

DOW DOW HLDGS INC COM16.1K shares47.77%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP2.5K shares6.37%2026-03-312026-04-30

Sponsored

RCL ROYAL CARRIBBEAN CRUISES LTD2.4K shares10.03%2026-03-312026-04-30

FCX FREEPORT MCMORAN COPPER11.0K shares4.98%2026-03-312026-04-30

FIX COMFORT SYS USA INC COM470 shares11.64%2026-03-312026-04-30

INTU INTUIT INC1.5K shares-7.41%2026-03-312026-04-30

WBD DISCOVERY HLDG CO23.2K shares-48.50%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC COM8.8K shares-4.62%2026-03-312026-04-30

CG CARLYLE GROUP INC COM13.0K shares11.29%2026-03-312026-04-30

YUM YUM! BRANDS INC4.0K shares10.45%2026-03-312026-04-30

Sponsored

IBRX IMMUNITYBIO INC COM80.7K shares5.22%2026-03-312026-04-30

TGT TARGET CORP COM5.1K shares4.13%2026-03-312026-04-30

PCG PG&E CORP COM35.1K shares20.30%2026-03-312026-04-30

MO ALTRIA GROUP INC COM9.3K shares-1.28%2026-03-312026-04-30

SYF SYNCHRONY FINANCIAL COM8.8K shares183.47%2026-03-312026-04-30

EIX EDISON INTL COM8.2K shares27.07%2026-03-312026-04-30

MAR MARRIOTT INTL INC1.8K shares5.49%2026-03-312026-04-30

TE CONNECTIVITY LTD TE CONNECTIVITY LTD2.8K shares-8.93%2026-03-312026-04-30

Sponsored

ADP AUTOMATIC DATA PROCESSING INC COM2.9K shares-8.03%2026-03-312026-04-30

M MACYS INC COM32.5K shares-2.84%2026-03-312026-04-30

APH AMPHENOL CORP CL A4.6K shares17.68%2026-03-312026-04-30

MTB M & T BK CORP COM2.8K shares0.32%2026-03-312026-04-30

HBAN HUNTINGTON BANCSHARES INC COM36.7K shares3.25%2026-03-312026-04-30

TMUS T-MOBILE US INC COM2.7K shares16.49%2026-03-312026-04-30

F FORD MOTOR COMPANY49.3K shares1.86%2026-03-312026-04-30

NULV NUVEEN ESG LARGE-CAP VALUE ETF12.5K shares-10.39%2026-03-312026-04-30

Sponsored

AMRZ AMRIZE LTD SHS10.1K shares-12.54%2026-03-312026-04-30

D DOMINION RESOURCES INC9.1K shares-1.48%2026-03-312026-04-30

UPS UNITED PARCEL SERVICE INC5.7K shares-1.26%2026-03-312026-04-30

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY1.4K shares11.18%2026-03-312026-04-30

PGR PROGRESSIVE CORP COM2.8K shares-7.97%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP COM2.1K shares40.88%2026-03-312026-04-30

PINNACLE FINL PARTNERS INC COM PINNACLE FINL PARTNERS INC COM6.5K shares51.62%2026-03-312026-04-30

SLV ISHARES SILVER TRUST ETF8.2K shares-10.54%2026-03-312026-04-30

Sponsored

SCHD SCHWAB US DIVIDEND EQUITY ETF18.2K shares23.84%2026-03-312026-04-30

CBRE CBRE GROUP INC A4.1K shares-12.88%2026-03-312026-04-30

UBS UBS AG NEW F14.2K shares4.70%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC COM1.9K shares19.82%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC SHS1.3K shares4.39%2026-03-312026-04-30

SO SOUTHERN CO COM5.7K shares14.85%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC COM3.4K shares-21.50%2026-03-312026-04-30

RJF RAYMOND JAMES FINL INC3.8K sharesnew addition2026-03-312026-04-30

Sponsored

ROST ROSS STORES INC2.5K shares16.11%2026-03-312026-04-30

KR KROGER CO COM7.6K shares-0.33%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM6.9K shares18.57%2026-03-312026-04-30

SYK STRYKER CORP1.6K shares36.39%2026-03-312026-04-30

BMO BANK OF MONTREAL4.0K shares-2.85%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC CL C3.3K shares-7.73%2026-03-312026-04-30

CTRA CABOT OIL & GAS CP COM15.3K shares-1.38%2026-03-312026-04-30

GBIL ACCESS TREASURY 0-1 YEAR ETF5.3K sharesnew addition2026-03-312026-04-30

Sponsored

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF10.8K shares0.00%2026-03-312026-04-30

THO THOR INDS INC6.5K shares3.65%2026-03-312026-04-30

CDW CDW CORP COM4.3K shares34.59%2026-03-312026-04-30

TD TORONTO DOMINION BANK5.5K shares10.58%2026-03-312026-04-30

CMI CUMMINS INC COM936 shares3.54%2026-03-312026-04-30

IYW ISHARES DJ US TECHNOLOGY2.7K shares0.00%2026-03-312026-04-30

HCA HCA INC1.0K shares19.11%2026-03-312026-04-30

CHTR CHARTER COMMUNICATIONS INC CL A2.3K shares-4.35%2026-03-312026-04-30

Sponsored

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF826 shares-0.72%2026-03-312026-04-30

MCO MOODYS CORP1.1K shares18.86%2026-03-312026-04-30

CSX CSX CORP11.9K shares40.45%2026-03-312026-04-30

MEDTRONIC PLC SHS MEDTRONIC PLC SHS5.6K shares-20.34%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP COM704 shares4.45%2026-03-312026-04-30

JBHT JB HUNT TRANSPORT SERVICES2.2K shares10.65%2026-03-312026-04-30

EMN EASTMAN CHEMICAL CO6.1K shares0.18%2026-03-312026-04-30

CIEN CIENA CORP1.2K shares-23.24%2026-03-312026-04-30

Sponsored

ZM ZOOM COMMUNICATIONS INC CL A5.7K shares-32.25%2026-03-312026-04-30

ADM ARCHER DANIELS MIDLAND CO COM6.3K shares-0.95%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP COM3.7K shares-8.88%2026-03-312026-04-30

STZ CONSTELLATION BRANDS INC CL A2.9K shares5.77%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC COM9.6K shares-11.80%2026-03-312026-04-30

HP INC COM HP INC COM22.5K shares12.27%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC CL A1.1K shares60.58%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS INC COM1.5K shares0.89%2026-03-312026-04-30

Sponsored

BARRICK GOLD CORP F BARRICK GOLD CORP F10.5K shares22.97%2026-03-312026-04-30

CNH CNH INDL N V SHS39.0K shares-12.94%2026-03-312026-04-30

SUNBELT RENTALS HOLDINGS INC SHS SUNBELT RENTALS HOLDINGS INC SHS6.6K sharesnew addition2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC COM1.4K shares10.74%2026-03-312026-04-30

EXPD EXPEDITORS INTL WASH INC2.9K shares3.58%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC COM3.2K shares-4.11%2026-03-312026-04-30

AON CORP AON CORP1.3K shares-3.35%2026-03-312026-04-30

GPC GENUINE PARTS CO COM3.9K shares15.54%2026-03-312026-04-30

Sponsored

IJH ISHARES CORE S&P MID CAP ETF6.1K shares-7.12%2026-03-312026-04-30

ECL ECOLAB INC COM1.5K shares4.57%2026-03-312026-04-30

HII HUNTINGTON INGALLS INDS INC COM1.1K shares2.78%2026-03-312026-04-30

DHR DANAHER CORP2.1K shares-12.29%2026-03-312026-04-30

CENCORA INC COM CENCORA INC COM1.3K shares7.87%2026-03-312026-04-30

FE FIRSTENERGY CORP7.9K shares0.94%2026-03-312026-04-30

CAH CARDINAL HEALTH INC1.9K shares1.29%2026-03-312026-04-30

MAS MASCO CORP COM6.5K shares-13.81%2026-03-312026-04-30

Sponsored

BSX BOSTON SCIENTIFIC CORP6.3K shares26.13%2026-03-312026-04-30

WM WASTE MANAGEMENT INC1.7K shares0.30%2026-03-312026-04-30

FFBC 1ST FINL BANCORP COM13.7K shares4.11%2026-03-312026-04-30

FTI TECHNIPFMC PLC COM5.5K shares16.49%2026-03-312026-04-30

BNS BANK OF NOVA SCOTIA CMN5.5K shares24.01%2026-03-312026-04-30

IWR ISHARES TR RUSSELL MIDCAP INDEX FD3.9K shares0.00%2026-03-312026-04-30

NSC NORFOLK SOUTHERN CRP1.3K shares-0.75%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC COM1.6K shares16.44%2026-03-312026-04-30

Sponsored

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF5.3K shares0.00%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO COM1.2K shares-6.21%2026-03-312026-04-30

ILMN ILLUMINA INC3.0K shares-20.94%2026-03-312026-04-30

FBTC FIDELITY WISE ORIGIN BITCOIN FUND6.3K shares4.98%2026-03-312026-04-30

BDC BELDEN CDT INC3.2K shares0.00%2026-03-312026-04-30

EA ELECTRONICS ARTS1.8K shares10.60%2026-03-312026-04-30

WMB WILLIAMS COS INC COM5.1K shares4.95%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC COM1.3K shares-1.85%2026-03-312026-04-30

Sponsored

THE CIGNA GROUP COM THE CIGNA GROUP COM1.4K shares41.03%2026-03-312026-04-30

PWR QUANTA SERVICES INC659 shares19.17%2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP COM1.3K shares-4.29%2026-03-312026-04-30

FBIN FORTUNE BRANDS INNOVATIONS INC COM9.2K shares1.43%2026-03-312026-04-30

SNPS SYNOPSYS INC COM896 shares-0.78%2026-03-312026-04-30

SEIC SEI INVESTMENTS CO4.5K shares1.76%2026-03-312026-04-30

CNQ CANADIAN NATURAL RESOURCES LTD7.2K shares9.10%2026-03-312026-04-30

CLF CLEVELAND-CLIFFS INC NEW COM41.6K shares1.17%2026-03-312026-04-30

Sponsored

BN BROOKFIELD CORP CL A LTD VT SH8.6K shares5.91%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN COM NEW2.1K shares-1.23%2026-03-312026-04-30

CNC CENTENE CORP DEL10.4K shares-10.61%2026-03-312026-04-30

VO VANGUARD MID CAP1.2K shares-1.76%2026-03-312026-04-30

GLW CORNING INC COM2.5K sharesnew addition2026-03-312026-04-30

DOCU DOCUSIGN INC COM7.0K shares32.56%2026-03-312026-04-30

MLI MUELLER INDS INC COM3.0K shares17.63%2026-03-312026-04-30

CAG CONAGRA BRANDS INC COM21.1K shares-2.84%2026-03-312026-04-30

Sponsored

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF7.0K shares-1.35%2026-03-312026-04-30

ETR ENTERGY CORP NEW COM2.9K shares11.56%2026-03-312026-04-30

AAL AMERICAN AIRLINES GROUP INC COM30.3K shares-0.38%2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC10.1K shares-10.15%2026-03-312026-04-30

AMP AMERIPRISE FINL INC COM722 shares14.97%2026-03-312026-04-30

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE ETF9.6K shares-1.72%2026-03-312026-04-30

FTNT FORTINET INC COM3.9K shares42.05%2026-03-312026-04-30

CLSK CLEANSPARK INC COM NEW37.2K shares-40.55%2026-03-312026-04-30

Sponsored

ED CONSOLIDATED EDISON INC COM2.8K shares-9.24%2026-03-312026-04-30

EMR EMERSON ELEC CO COM2.4K shares1.26%2026-03-312026-04-30

NULG NUVEEN ESG LARGE-CAP GROWTH ETF3.4K shares-5.37%2026-03-312026-04-30

VLO VALERO ENERGY CORP1.3K shares1.29%2026-03-312026-04-30

OXY OCCIDENTAL PETE CORP COM4.7K sharesnew addition2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INC1.6K shares0.38%2026-03-312026-04-30

NCLH NORWEGIAN CRUISE LINE HLDGS LTD SHS ISIN#BMG66721116.5K shares7.21%2026-03-312026-04-30

BKR BAKER HUGHES INC5.0K shares2.46%2026-03-312026-04-30

Sponsored

TER TERADYNE INC COM1.0K sharesnew addition2026-03-312026-04-30

INCY INCYTE CORP3.2K shares28.06%2026-03-312026-04-30

OMC OMNICOM GROUP INC COM4.0K sharesnew addition2026-03-312026-04-30

SNDK SANDISK CORP COM469 sharesnew addition2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP COM3.7K shares2.04%2026-03-312026-04-30

DFSB DIMENSIONAL GLOBAL SUSTAINABILITY FIXED INCOME ETF5.7K shares0.74%2026-03-312026-04-30

MSCI MSCI INC COM542 shares26.64%2026-03-312026-04-30

OKE ONEOK INC NEW COM3.2K shares-1.64%2026-03-312026-04-30

Sponsored

NUHY NUVEEN ESG HIGH YIELD CORPORATE BOND ETF13.8K shares-2.13%2026-03-312026-04-30

CINF CINCINNATI FINL CORP COM1.9K shares10.97%2026-03-312026-04-30

EQT CORP COM EQT CORP COM4.6K shares-12.80%2026-03-312026-04-30

KMI KINDER MORGAN INC8.6K shares-7.59%2026-03-312026-04-30

VRSN VERISIGN INC1.2K shares0.35%2026-03-312026-04-30

TSN TYSON FOODS INC CL A4.5K shares17.83%2026-03-312026-04-30

CRBG COREBRIDGE FINL INC COM12.0K shares-12.03%2026-03-312026-04-30

VUG VANGUARD GROWTH ETF654 shares0.00%2026-03-312026-04-30

Sponsored

AEE AMEREN CORP2.6K shares1.80%2026-03-312026-04-30

RH RH COM2.0K shares0.55%2026-03-312026-04-30

CNP CENTERPOINT ENERGY INC COM6.5K shares-3.38%2026-03-312026-04-30

IWV ISHARES RUSSELL 3000 ETF755 shares-2.58%2026-03-312026-04-30

SLB SLB LIMITED COM STK5.4K shares-18.78%2026-03-312026-04-30

WAB WABTEC COM1.1K shares1.10%2026-03-312026-04-30

OCC OPTICAL CABLE CORP COM NEW33.4K shares-23.05%2026-03-312026-04-30

AZO AUTOZONE INC NEV80 shares21.21%2026-03-312026-04-30

Sponsored

HPE HEWLETT PACKARD ENTERPRISE CO COM11.3K shares14.15%2026-03-312026-04-30

BWA BORG WARNER AUTOMOTIVE INC4.9K shares9.92%2026-03-312026-04-30

VOE VANGUARD INDEX FDS MID-CAP VALUE INDEX VIPER SHS ETF1.4K shares-11.05%2026-03-312026-04-30

DG DOLLAR GEN CORP2.2K shares1.18%2026-03-312026-04-30

MMM 3M CO COM1.8K shares-35.72%2026-03-312026-04-30

KKR & CO INC COM KKR & CO INC COM2.8K sharesnew addition2026-03-312026-04-30

EME EMCOR GROUP INC COM350 sharesnew addition2026-03-312026-04-30

QTUM DEFIANCE QUANTUM ETF2.4K shares-1.40%2026-03-312026-04-30

Sponsored

CBOE CBOE GLOBAL MKTS INC COM913 shares8.69%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO COM CL A1.0K sharesnew addition2026-03-312026-04-30

NBIX NEUROCRINE BIOSCIENCES INC COM1.9K shares18.28%2026-03-312026-04-30

RSG REPUBLIC SERVICES INC1.1K sharesnew addition2026-03-312026-04-30

HIG HARTFORD FINL SVCS GROUP INC1.8K shares5.04%2026-03-312026-04-30

AFL AFLAC INC COM2.3K shares-12.26%2026-03-312026-04-30

NTRA NATERA INC COM1.2K shares-15.53%2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC COM698 sharesnew addition2026-03-312026-04-30

Sponsored

INEQ COLUMBIA INTERNATIONAL EQUITY INCOME ETF6.2K shares-16.09%2026-03-312026-04-30

JCI JOHNSON CTLS INC1.8K sharesnew addition2026-03-312026-04-30

IJR ISHARES S&P SMALLCAP 600 ETF1.9K shares-16.04%2026-03-312026-04-30

LITE LUMENTUM HLDGS INC COM339 sharesnew addition2026-03-312026-04-30

MKTX MARKETAXESS HOLDINGS INC1.4K shares14.56%2026-03-312026-04-30

NRG NRG ENERGY INC NEW1.6K shares1.83%2026-03-312026-04-30

BURL BURLINGTON STORES INC COM720 sharesnew addition2026-03-312026-04-30

FNV FRANCO NEVADA CORP COM NPV ISIN #CA3518581051 SEDOL #B29NF31944 sharesnew addition2026-03-312026-04-30

Sponsored

GNRC GENERAC HLDGS INC COM1.2K sharesnew addition2026-03-312026-04-30

VOT VANGUARD MID CAP GROWTH ETF901 shares0.00%2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC3.6K sharesnew addition2026-03-312026-04-30

BMRN BIOMARIN PHARMACEUTICAL INC COM4.1K shares9.46%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO COM2.7K sharesnew addition2026-03-312026-04-30

AKAM AKAMAI TECH2.0K sharesnew addition2026-03-312026-04-30

XYZ BLOCK INC CL A3.8K shares0.21%2026-03-312026-04-30

URI UNITED RENTALS INC311 shares-3.42%2026-03-312026-04-30

Sponsored

MDLZ MONDELEZ INTL INC CL A3.9K shares-1.74%2026-03-312026-04-30

SKYY FIRST TRUST CLOUD COMPUTING ETF2.0K sharesnew addition2026-03-312026-04-30

HP HELMERICH & PAYNE INC COM6.1K sharesnew addition2026-03-312026-04-30

CVS CVS HEALTH CORP COM3.1K shares-8.60%2026-03-312026-04-30

ESGV VANGUARD ESG U.S. STOCK ETF2.0K shares-42.57%2026-03-312026-04-30

DVN DEVON ENERGY CORP4.4K sharesnew addition2026-03-312026-04-30

SRE SEMPRA ENERGY2.2K sharesnew addition2026-03-312026-04-30

HAS HASBRO INC COM2.3K sharesnew addition2026-03-312026-04-30

Sponsored

ITW ILLINOIS TOOL WKS INC COM834 sharesnew addition2026-03-312026-04-30

CNI CANADIAN NATL RY CO COM2.1K sharesnew addition2026-03-312026-04-30

FIVE FIVE BELOW INC COM944 sharesnew addition2026-03-312026-04-30

MANH MANHATTAN ASSOCIATES INC1.6K sharesnew addition2026-03-312026-04-30

CCL CARNIVAL CORP8.2K sharesnew addition2026-03-312026-04-30

GWW WW GRAINGER INC COM193 sharesnew addition2026-03-312026-04-30

IBKR INTERACTIVE BROKERS GROUP INC COM CL A3.1K sharesnew addition2026-03-312026-04-30

CRS CARPENTER TECHNOLOGY CORP COM523 sharesnew addition2026-03-312026-04-30

Sponsored

DB DEUTSCHE BK AG NAMEN AKT6.9K shares-15.13%2026-03-312026-04-30

IWY ISHARES RUSSELL TOP 200 GROWTH ETF823 sharesnew addition2026-03-312026-04-30

CM CANADIAN IMPERIAL BANK OF COMMERCE2.2K sharesnew addition2026-03-312026-04-30

EXE EXPAND ENERGY CORPORATION COM1.8K sharesnew addition2026-03-312026-04-30

TXRH TEXAS ROADHOUSE INC1.2K sharesnew addition2026-03-312026-04-30

FDS FACTSET RESH SYS INC COM925 shares-18.21%2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC COM3.3K sharesnew addition2026-03-312026-04-30

VTRS VIATRIS INC COM13.0K shares18.35%2026-03-312026-04-30

Sponsored

NU NU HLDGS LTD ORD SHS CL A10.5K shares-24.84%2026-03-312026-04-30

ADT ADT CORP10.9K shares-51.22%2026-03-312026-04-30

APPS DIGITAL TURBINE INC COM NEW19.0K shares-0.65%2026-03-312026-04-30

ALIT ALIGHT INC COM CL A16.7K sharesnew addition2026-03-312026-04-30

DGRW

WISDOMTREE US QUALITY DIVIDEND GROWTH FUND

-11.72%

Shares722.4K

Event2026-03-31

Filed2026-04-30

DIVI

FRANKLIN INTERNATIONAL CORE DIVIDEND TILT INDEX FUND

-0.05%

Shares852.7K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-4.90%

Shares169.3K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-1.69%

Shares84.6K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORP

7.37%

Shares122.8K

Event2026-03-31

Filed2026-04-30

WTV

WISDOMTREE US VALUE FUND OF BENEF INTEREST

1.34%

Shares225.6K

Event2026-03-31

Filed2026-04-30

PYLD

PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND

6.14%

Shares814.4K

Event2026-03-31

Filed2026-04-30

FRDM

FREEDOM 100 EMERGING MARKETS ETF

New

Shares386.7K

Event2026-03-31

Filed2026-04-30

QGRW

WISDOMTREE U.S. QUALITY GROWTH FUND

1.58%

Shares333.3K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT

-0.21%

Shares35.1K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO COM

6.21%

Shares86.8K

Event2026-03-31

Filed2026-04-30

GQI

NATIXIS GATEWAY QUALITY INCOME ETF

-8.90%

Shares209.7K

Event2026-03-31

Filed2026-04-30

JMUB

JPMORGAN MUNICIPAL ETF

-0.10%

Shares225.7K

Event2026-03-31

Filed2026-04-30

VFLO

VICTORYSHARES FREE CASH FLOW ETF

New

Shares262.9K

Event2026-03-31

Filed2026-04-30

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

-13.94%

Shares145.8K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO COM

0.99%

Shares33.9K

Event2026-03-31

Filed2026-04-30

GOOGLE INC

0.42%

Shares34.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON.COM INC

-1.27%

Shares46.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC CAP STK CL C

0.62%

Shares29.1K

Event2026-03-31

Filed2026-04-30