Sponsored

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

Currently, Legacy Wealth Partners, LLC holds 176 types of securities in its portfolio with a total value $398.9M. In the most recent quarter, they have increased their positions in SGOV (+224.5K shares, valued at $22.6M), VTV (+67.6K shares, valued at $13.3M), IUSB (+181.3K shares, valued at $8.4M); decreased their positions in SPY (-27.4K shares, valued at $17.8M), SSO (-137.5K shares, valued at $7.1M), IVV (-10.5K shares, valued at $6.9M); initiated new positions in PDBC (+353.5K shares, valued at $6.1M), DXJ (+11.8K shares, valued at $1.9M), USDU (+71.1K shares, valued at $1.9M).

1M P&L

+1.1M+0.28%

3M P&L

+3.3M+0.83%

HY P&L

-23.3M-5.48%

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/A346.4M

91.7%

2Semiconductors8.2M

2.2%

3Consumer Electronics3.9M

1.0%

Top Industries by Stock Count

1N/A118 stocks

72.4%

2Drug Manufacturers - General4 stocks

2.5%

3Banks - Diversified3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR481.3K shares-4.29%2026-03-312026-04-17

IVV ISHARES TR69.3K shares-13.15%2026-03-312026-04-17

IEFA ISHARES TR273.5K shares0.25%2026-03-312026-04-17

SGOV ISHARES TR234.8K shares2187.06%2026-03-312026-04-17

VTV VANGUARD INDEX FDS116.3K shares138.59%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS22.8K shares4.31%2026-03-312026-04-17

VB VANGUARD INDEX FDS39.0K shares4.25%2026-03-312026-04-17

IUSB ISHARES TR218.0K shares493.41%2026-03-312026-04-17

Sponsored

VO VANGUARD INDEX FDS34.2K shares3.05%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS135.3K shares2.87%2026-03-312026-04-17

NVDA NVIDIA CORPORATION45.0K shares-6.18%2026-03-312026-04-17

HYG ISHARES TR85.0K shares7.52%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T9.7K shares-73.89%2026-03-312026-04-17

AOR ISHARES TR96.3K shares-8.91%2026-03-312026-04-17

PDBC INVESCO ACTVELY MNGD ETC FD353.5K sharesnew addition2026-03-312026-04-17

EEM ISHARES TR94.9K shares33.71%2026-03-312026-04-17

Sponsored

VTEB VANGUARD MUN BD FDS104.0K shares-1.13%2026-03-312026-04-17

IAGG ISHARES TR95.0K shares948.77%2026-03-312026-04-17

AOA ISHARES TR50.1K shares-11.04%2026-03-312026-04-17

XLSR SSGA ACTIVE TR73.8K shares7.82%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS88.7K shares5.98%2026-03-312026-04-17

AAPL APPLE INC15.2K shares3.11%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F56.6K shares2.80%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS63.3K shares8.66%2026-03-312026-04-17

Sponsored

BNDX VANGUARD CHARLOTTE FDS61.4K shares9.21%2026-03-312026-04-17

IWM ISHARES TR11.6K shares21.47%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS33.9K shares10.37%2026-03-312026-04-17

FISR SSGA ACTIVE TR92.5K shares43.70%2026-03-312026-04-17

MSFT MICROSOFT CORP5.9K shares-9.57%2026-03-312026-04-17

IEF ISHARES TR21.6K shares159.72%2026-03-312026-04-17

DXJ WISDOMTREE TR11.8K sharesnew addition2026-03-312026-04-17

USDU WISDOMTREE TR71.1K sharesnew addition2026-03-312026-04-17

Sponsored

XLE SELECT SECTOR SPDR TR30.0K sharesnew addition2026-03-312026-04-17

SHY ISHARES TR21.7K shares31.67%2026-03-312026-04-17

EFA ISHARES TR18.1K shares-0.06%2026-03-312026-04-17

GLD SPDR GOLD TR4.0K shares-70.93%2026-03-312026-04-17

XBI SPDR SERIES TRUST13.6K shares-11.14%2026-03-312026-04-17

RPV INVESCO EXCHANGE TRADED FD T15.7K sharesnew addition2026-03-312026-04-17

COMT ISHARES U S ETF TR49.3K sharesnew addition2026-03-312026-04-17

GVI ISHARES TR15.4K shares14.75%2026-03-312026-04-17

Sponsored

EWX SPDR INDEX SHS FDS24.8K shares14.96%2026-03-312026-04-17

SHV ISHARES TR14.7K shares11.99%2026-03-312026-04-17

VXF VANGUARD INDEX FDS7.5K shares2.94%2026-03-312026-04-17

SSO PROSHARES TR29.4K shares-82.40%2026-03-312026-04-17

AOM ISHARES TR31.0K shares-6.86%2026-03-312026-04-17

SPSM SPDR SERIES TRUST30.2K shares-15.95%2026-03-312026-04-17

CERY SPDR SERIES TRUST41.0K shares45.46%2026-03-312026-04-17

UWM PROSHARES TR29.8K shares4.58%2026-03-312026-04-17

Sponsored

AMZN AMAZON COM INC6.6K shares-4.34%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS17.1K shares9.66%2026-03-312026-04-17

IEMG ISHARES INC18.3K shares1.71%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS26.6K shares9.60%2026-03-312026-04-17

EET PROSHARES TR14.8K shares91.31%2026-03-312026-04-17

IVE ISHARES TR5.7K shares-9.39%2026-03-312026-04-17

BLV VANGUARD BD INDEX FDS17.6K shares10.41%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares7.50%2026-03-312026-04-17

Sponsored

VUG VANGUARD INDEX FDS2.7K shares-20.13%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR2.0K sharesnew addition2026-03-312026-04-17

LLY ELI LILLY & CO1.2K shares-2.24%2026-03-312026-04-17

DYNF BLACKROCK ETF TRUST18.5K shares-10.08%2026-03-312026-04-17

SPMD SPDR SERIES TRUST17.1K shares7.22%2026-03-312026-04-17

IVW ISHARES TR8.9K shares-4.69%2026-03-312026-04-17

BROADCOM INC BROADCOM INC3.1K shares-0.96%2026-03-312026-04-17

EFV ISHARES TR12.9K shares-11.40%2026-03-312026-04-17

Sponsored

ALPHABET INC ALPHABET INC3.3K shares-4.56%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO3.1K shares2.41%2026-03-312026-04-17

LDUR PIMCO ETF TR9.5K sharesnew addition2026-03-312026-04-17

AVSF AMERICAN CENTY ETF TR19.4K sharesnew addition2026-03-312026-04-17

IDEV ISHARES TR10.5K shares-24.77%2026-03-312026-04-17

MUB ISHARES TR8.1K shares30.50%2026-03-312026-04-17

GWX SPDR INDEX SHS FDS19.9K shares8.60%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION768 shares-4.00%2026-03-312026-04-17

Sponsored

GBIL GOLDMAN SACHS ETF TR7.4K shares-8.42%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON3.0K shares2.66%2026-03-312026-04-17

IJR ISHARES TR5.7K shares-5.09%2026-03-312026-04-17

AOK ISHARES TR17.7K shares-1.23%2026-03-312026-04-17

GSY INVESCO ACTIVELY MANAGED EXC13.9K sharesnew addition2026-03-312026-04-17

SPTL SPDR SERIES TRUST26.5K shares-24.93%2026-03-312026-04-17

BSX BOSTON SCIENTIFIC CORP10.9K shares-0.17%2026-03-312026-04-17

VEU VANGUARD INTL EQUITY INDEX F9.1K shares-0.13%2026-03-312026-04-17

Sponsored

MBB ISHARES TR7.2K shares-4.28%2026-03-312026-04-17

SPDR SERIES TRUST SPDR SERIES TRUST7.0K shares75.37%2026-03-312026-04-17

XYL XYLEM INC5.4K shares138.20%2026-03-312026-04-17

XOM EXXON MOBIL CORP3.7K shares-18.86%2026-03-312026-04-17

EMHC SPDR SERIES TRUST24.5K shares7.09%2026-03-312026-04-17

META META PLATFORMS INC1.0K shares-0.78%2026-03-312026-04-17

SPLB SPDR SERIES TRUST26.0K sharesnew addition2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L15.1K shares0.00%2026-03-312026-04-17

Sponsored

ABBV ABBVIE INC2.6K shares14.94%2026-03-312026-04-17

MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES22.8K shares5.20%2026-03-312026-04-17

ISCB ISHARES TR8.6K shares0.09%2026-03-312026-04-17

VTI VANGUARD INDEX FDS1.7K shares-12.70%2026-03-312026-04-17

IJH ISHARES TR8.1K shares-0.80%2026-03-312026-04-17

KORP AMERICAN CENTY ETF TR11.6K shares6.73%2026-03-312026-04-17

QUAL ISHARES TR2.7K shares4.90%2026-03-312026-04-17

EFG ISHARES TR4.7K sharesnew addition2026-03-312026-04-17

Sponsored

TLH ISHARES TR5.1K shares-11.12%2026-03-312026-04-17

SRLN SSGA ACTIVE ETF TR12.6K shares8.20%2026-03-312026-04-17

LST MANAGED PORTFOLIO SERIES12.3K sharesnew addition2026-03-312026-04-17

JQUA J P MORGAN EXCHANGE TRADED F7.9K shares-6.31%2026-03-312026-04-17

SYY SYSCO CORP6.8K shares-1.57%2026-03-312026-04-17

BAI BLACKROCK ETF TRUST14.6K shares8.07%2026-03-312026-04-17

ESGU ISHARES TR3.4K shares-2.27%2026-03-312026-04-17

GOVT ISHARES TR20.3K sharesnew addition2026-03-312026-04-17

Sponsored

J JACOBS SOLUTIONS INC3.6K shares0.00%2026-03-312026-04-17

THRO BLACKROCK ETF TRUST12.2K shares5.73%2026-03-312026-04-17

RTX RTX CORPORATION2.2K sharesnew addition2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP702 shares60.27%2026-03-312026-04-17

CTAS CINTAS CORP2.3K shares-6.45%2026-03-312026-04-17

IWS ISHARES TR2.7K shares10.26%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.6K shares8.27%2026-03-312026-04-17

PFF ISHARES TR12.5K shares0.00%2026-03-312026-04-17

Sponsored

V VISA INC1.3K shares-5.30%2026-03-312026-04-17

VOE VANGUARD INDEX FDS2.0K shares5.03%2026-03-312026-04-17

ILCV ISHARES TR4.0K shares0.00%2026-03-312026-04-17

MTUM ISHARES TR1.5K shares1.18%2026-03-312026-04-17

IDU ISHARES TR3.1K shares0.00%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares3.87%2026-03-312026-04-17

CVX CHEVRON CORPORATION1.7K shares-43.53%2026-03-312026-04-17

MO ALTRIA GROUP INC5.3K shares-8.65%2026-03-312026-04-17

Sponsored

BIL SPDR SERIES TRUST3.8K sharesnew addition2026-03-312026-04-17

WMT WALMART INC2.8K shares0.62%2026-03-312026-04-17

MUFG MITSUBISHI UFJ FINANCIAL GRO20.2K shares0.00%2026-03-312026-04-17

BSCS INVESCO EXCH TRD SLF IDX FD16.7K shares-1.03%2026-03-312026-04-17

BLCR BLACKROCK ETF TRUST8.3K sharesnew addition2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE1.2K shares0.00%2026-03-312026-04-17

MA MASTERCARD INCORPORATED678 shares-3.14%2026-03-312026-04-17

BSCQ INVESCO EXCH TRD SLF IDX FD17.3K shares-2.60%2026-03-312026-04-17

Sponsored

VOT VANGUARD INDEX FDS1.3K shares-39.34%2026-03-312026-04-17

BSCY INVESCO EXCH TRD SLF IDX FD16.3K shares-2.44%2026-03-312026-04-17

BSCU INVESCO EXCH TRD SLF IDX FD20.1K shares-2.18%2026-03-312026-04-17

BSCR INVESCO EXCH TRD SLF IDX FD17.1K shares-2.71%2026-03-312026-04-17

IYE ISHARES TR5.2K sharesnew addition2026-03-312026-04-17

BSCW INVESCO EXCH TRD SLF IDX FD16.3K shares-2.79%2026-03-312026-04-17

AON PLC AON PLC1.0K shares0.00%2026-03-312026-04-17

BSCZ INVESCO EXCH TRD SLF IDX FD16.3K shares2.10%2026-03-312026-04-17

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD17.8K shares-4.16%2026-03-312026-04-17

BSCV INVESCO EXCH TRD SLF IDX FD20.2K shares-1.31%2026-03-312026-04-17

BSCX INVESCO EXCH TRD SLF IDX FD15.6K shares-4.22%2026-03-312026-04-17

MCD MCDONALDS CORP1.0K shares4.48%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.6K shares5.83%2026-03-312026-04-17

TIPX SPDR SERIES TRUST16.4K shares7.81%2026-03-312026-04-17

T AT&T INC10.9K shares-7.47%2026-03-312026-04-17

KLAC KLA CORP210 shares6.60%2026-03-312026-04-17

Sponsored

SPYM SPDR SERIES TRUST4.0K shares24.09%2026-03-312026-04-17

EBND SPDR SERIES TRUST14.9K shares6.46%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF7.9K shares13.44%2026-03-312026-04-17

BINC BLACKROCK ETF TRUST II5.8K shares-11.91%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.3K shares-2.21%2026-03-312026-04-17

HD HOME DEPOT INC897 shares-2.50%2026-03-312026-04-17

ALPHABET INC ALPHABET INC1.0K shares-2.28%2026-03-312026-04-17

IDEF BLACKROCK ETF TRUST8.8K sharesnew addition2026-03-312026-04-17

Sponsored

UGL PROSHARES TR II4.7K shares-86.08%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR3.2K shares-74.77%2026-03-312026-04-17

FLV AMERICAN CENTY ETF TR3.7K shares4.96%2026-03-312026-04-17

GEV GE VERNOVA INC321 sharesnew addition2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR10.8K shares0.00%2026-03-312026-04-17

VRIG INVESCO ACTIVELY MANAGED EXC10.2K sharesnew addition2026-03-312026-04-17

KO COCA COLA CO3.4K shares-0.56%2026-03-312026-04-17

TT TRANE TECHNOLOGIES PLC609 sharesnew addition2026-03-312026-04-17

Sponsored

TJX TJX COS INC NEW1.5K shares2.30%2026-03-312026-04-17

FDX FEDEX CORP651 sharesnew addition2026-03-312026-04-17

CSCO CISCO SYS INC2.9K shares-10.98%2026-03-312026-04-17

HCA HCA HEALTHCARE INC475 sharesnew addition2026-03-312026-04-17

IYF ISHARES TR1.9K shares0.00%2026-03-312026-04-17

PEP PEPSICO INC1.4K shares-5.54%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS1.0K shares0.00%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS2.6K shares-6.23%2026-03-312026-04-17

Sponsored

JPST J P MORGAN EXCHANGE TRADED F4.2K shares3.52%2026-03-312026-04-17

HSBC HSBC HLDGS PLC2.6K shares0.00%2026-03-312026-04-17

IYW ISHARES TR1.2K shares-13.07%2026-03-312026-04-17

AMAT APPLIED MATLS INC600 sharesnew addition2026-03-312026-04-17

PFE PFIZER INC7.3K sharesnew addition2026-03-312026-04-17

F FORD MTR CO11.5K shares-7.16%2026-03-312026-04-17

TALK TALKSPACE INC15.5K shares0.00%2026-03-312026-04-17

TNYA TENAYA THERAPEUTICS INC14.1K shares0.00%2026-03-312026-04-17

Sponsored

AGG

ISHARES TR

-4.29%

Shares481.3K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-13.15%

Shares69.3K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

0.25%

Shares273.5K

Event2026-03-31

Filed2026-04-17

SGOV

ISHARES TR

2187.06%

Shares234.8K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

138.59%

Shares116.3K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

4.31%

Shares22.8K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

4.25%

Shares39.0K

Event2026-03-31

Filed2026-04-17

IUSB

ISHARES TR

493.41%

Shares218.0K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

3.05%

Shares34.2K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

2.87%

Shares135.3K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-6.18%

Shares45.0K

Event2026-03-31

Filed2026-04-17

HYG

ISHARES TR

7.52%

Shares85.0K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-73.89%

Shares9.7K

Event2026-03-31

Filed2026-04-17

AOR

ISHARES TR

-8.91%

Shares96.3K

Event2026-03-31

Filed2026-04-17

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares353.5K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

33.71%

Shares94.9K

Event2026-03-31

Filed2026-04-17

VTEB

VANGUARD MUN BD FDS

-1.13%

Shares104.0K

Event2026-03-31

Filed2026-04-17

IAGG

ISHARES TR

948.77%

Shares95.0K

Event2026-03-31

Filed2026-04-17

AOA

ISHARES TR

-11.04%

Shares50.1K

Event2026-03-31

Filed2026-04-17

XLSR

SSGA ACTIVE TR

7.82%

Shares73.8K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

5.98%

Shares88.7K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

3.11%

Shares15.2K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

2.80%

Shares56.6K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

8.66%

Shares63.3K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

9.21%

Shares61.4K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

21.47%

Shares11.6K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

10.37%

Shares33.9K

Event2026-03-31

Filed2026-04-17

FISR

SSGA ACTIVE TR

43.70%

Shares92.5K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-9.57%

Shares5.9K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

159.72%

Shares21.6K

Event2026-03-31

Filed2026-04-17

DXJ

WISDOMTREE TR

New

Shares11.8K

Event2026-03-31

Filed2026-04-17

USDU

WISDOMTREE TR

New

Shares71.1K

Event2026-03-31

Filed2026-04-17

XLE

SELECT SECTOR SPDR TR

New

Shares30.0K

Event2026-03-31

Filed2026-04-17

SHY

ISHARES TR

31.67%

Shares21.7K

Event2026-03-31

Filed2026-04-17

EFA

ISHARES TR

-0.06%

Shares18.1K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-70.93%

Shares4.0K

Event2026-03-31

Filed2026-04-17

XBI

SPDR SERIES TRUST

-11.14%

Shares13.6K

Event2026-03-31

Filed2026-04-17

RPV

INVESCO EXCHANGE TRADED FD T

New

Shares15.7K

Event2026-03-31

Filed2026-04-17

COMT

ISHARES U S ETF TR

New

Shares49.3K

Event2026-03-31

Filed2026-04-17

GVI

ISHARES TR

14.75%

Shares15.4K

Event2026-03-31

Filed2026-04-17

EWX

SPDR INDEX SHS FDS

14.96%

Shares24.8K

Event2026-03-31

Filed2026-04-17

SHV

ISHARES TR

11.99%

Shares14.7K

Event2026-03-31

Filed2026-04-17

VXF

VANGUARD INDEX FDS

2.94%

Shares7.5K

Event2026-03-31

Filed2026-04-17

SSO

PROSHARES TR

-82.40%

Shares29.4K

Event2026-03-31

Filed2026-04-17

AOM

ISHARES TR

-6.86%

Shares31.0K

Event2026-03-31

Filed2026-04-17

SPSM

SPDR SERIES TRUST

-15.95%

Shares30.2K

Event2026-03-31

Filed2026-04-17

CERY

SPDR SERIES TRUST

45.46%

Shares41.0K

Event2026-03-31

Filed2026-04-17

UWM

PROSHARES TR

4.58%

Shares29.8K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-4.34%

Shares6.6K

Event2026-03-31

Filed2026-04-17

BIV

VANGUARD BD INDEX FDS

9.66%

Shares17.1K

Event2026-03-31

Filed2026-04-17

IEMG

ISHARES INC

1.71%

Shares18.3K

Event2026-03-31

Filed2026-04-17

VMBS

VANGUARD SCOTTSDALE FDS

9.60%

Shares26.6K

Event2026-03-31

Filed2026-04-17

EET

PROSHARES TR

91.31%

Shares14.8K

Event2026-03-31

Filed2026-04-17

IVE

ISHARES TR

-9.39%

Shares5.7K

Event2026-03-31

Filed2026-04-17

BLV

VANGUARD BD INDEX FDS

10.41%

Shares17.6K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

7.50%

Shares2.4K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-20.13%

Shares2.7K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

-2.24%

Shares1.2K

Event2026-03-31

Filed2026-04-17

DYNF

BLACKROCK ETF TRUST

-10.08%

Shares18.5K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

7.22%

Shares17.1K

Event2026-03-31

Filed2026-04-17

IVW

ISHARES TR

-4.69%

Shares8.9K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

-0.96%

Shares3.1K

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

-11.40%

Shares12.9K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-4.56%

Shares3.3K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

2.41%

Shares3.1K

Event2026-03-31

Filed2026-04-17

LDUR

PIMCO ETF TR

New

Shares9.5K

Event2026-03-31

Filed2026-04-17

AVSF

AMERICAN CENTY ETF TR

New

Shares19.4K

Event2026-03-31

Filed2026-04-17

IDEV

ISHARES TR

-24.77%

Shares10.5K

Event2026-03-31

Filed2026-04-17

MUB

ISHARES TR

30.50%

Shares8.1K

Event2026-03-31

Filed2026-04-17

GWX

SPDR INDEX SHS FDS

8.60%

Shares19.9K

Event2026-03-31

Filed2026-04-17

COST

COSTCO WHOLESALE CORPORATION

-4.00%

Shares768

Event2026-03-31

Filed2026-04-17

GBIL

GOLDMAN SACHS ETF TR

-8.42%

Shares7.4K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

2.66%

Shares3.0K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

-5.09%

Shares5.7K

Event2026-03-31

Filed2026-04-17

AOK

ISHARES TR

-1.23%

Shares17.7K

Event2026-03-31

Filed2026-04-17

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares13.9K

Event2026-03-31

Filed2026-04-17

SPTL

SPDR SERIES TRUST

-24.93%

Shares26.5K

Event2026-03-31

Filed2026-04-17

BSX

BOSTON SCIENTIFIC CORP

-0.17%

Shares10.9K

Event2026-03-31

Filed2026-04-17

VEU

VANGUARD INTL EQUITY INDEX F

-0.13%

Shares9.1K

Event2026-03-31

Filed2026-04-17

MBB

ISHARES TR

-4.28%

Shares7.2K

Event2026-03-31

Filed2026-04-17

SPDR SERIES TRUST

75.37%

Shares7.0K

Event2026-03-31

Filed2026-04-17

XYL

XYLEM INC

138.20%

Shares5.4K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-18.86%

Shares3.7K

Event2026-03-31

Filed2026-04-17

EMHC

SPDR SERIES TRUST

7.09%

Shares24.5K

Event2026-03-31

Filed2026-04-17