Sponsored

The Analysis of Leo H. Evart, Inc.'s Holdings & P&L

Currently, Leo H. Evart, Inc. holds 298 types of securities in its portfolio with a total value $116.9M. In the most recent quarter, they have increased their positions in SGOV (+195.7K shares, valued at $19.7M), SCHG (+345.6K shares, valued at $10.1M), BND (+108.5K shares, valued at $8.0M); initiated new positions in SGOV (+195.7K shares, valued at $19.7M), SCHG (+345.6K shares, valued at $10.1M), BND (+108.5K shares, valued at $8.0M).

1M P&L

+538.3K+0.45%

3M P&L

+2.3M+1.93%

HY P&L

-37.5M-23.85%

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/A97.1M

86.4%

2Consumer Electronics3.4M

3.0%

3Software - Infrastructure2.9M

2.6%

Top Industries by Stock Count

1N/A71 stocks

28.6%

2Software - Infrastructure12 stocks

4.8%

3Drug Manufacturers - General7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF195.7K sharesnew addition2026-03-312026-05-13

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF345.6K sharesnew addition2026-03-312026-05-13

BND VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES108.5K sharesnew addition2026-03-312026-05-13

BIV VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES76.7K sharesnew addition2026-03-312026-05-13

VTV VANGUARD VALUE INDEX FUND ETF SHARES30.0K sharesnew addition2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE ETF112.8K sharesnew addition2026-03-312026-05-13

VUG VANGUARD GROWTH INDEX FUND ETF SHARES10.9K sharesnew addition2026-03-312026-05-13

SCHF SCHWAB INTERNATIONAL EQUITY ETF160.1K sharesnew addition2026-03-312026-05-13

Sponsored

AAPL APPLE INC13.4K sharesnew addition2026-03-312026-05-13

VIG VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES14.5K sharesnew addition2026-03-312026-05-13

SCHD SCHWAB U.S. DIVIDEND EQUITY ETF94.9K sharesnew addition2026-03-312026-05-13

BSV VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES37.0K sharesnew addition2026-03-312026-05-13

GBIL GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF28.6K sharesnew addition2026-03-312026-05-13

SCHM SCHWAB U.S. MID-CAP ETF84.2K sharesnew addition2026-03-312026-05-13

VB VANGUARD SMALL-CAP INDEXFUND ETF SHARES9.5K sharesnew addition2026-03-312026-05-13

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF3.8K sharesnew addition2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP14.0K sharesnew addition2026-03-312026-05-13

SCHA SCHWAB U.S. SMALL-CAP ETF69.8K sharesnew addition2026-03-312026-05-13

VHT VANGUARD HEALTH CARE INDEX FUND ETF SHARES6.5K sharesnew addition2026-03-312026-05-13

VO VANGUARD MID-CAP INDEX FUND ETF SHARES5.7K sharesnew addition2026-03-312026-05-13

VGT VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES1.9K sharesnew addition2026-03-312026-05-13

SCHZ SCHWAB U.S. AGGREGATE BOND ETF53.3K sharesnew addition2026-03-312026-05-13

GLD SPDR GOLD SHARES2.8K sharesnew addition2026-03-312026-05-13

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF13.0K sharesnew addition2026-03-312026-05-13

Sponsored

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF30.8K sharesnew addition2026-03-312026-05-13

TSLA TESLA INC2.1K sharesnew addition2026-03-312026-05-13

FEOE FIRST EAGLE OVERSEAS EQUITY ETF13.8K sharesnew addition2026-03-312026-05-13

JPIE JPMORGAN INCOME ETF13.1K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORP NEW2.7K sharesnew addition2026-03-312026-05-13

AMZN AMAZON.COM INC2.6K sharesnew addition2026-03-312026-05-13

VBR VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES2.5K sharesnew addition2026-03-312026-05-13

SRE SEMPRA5.2K sharesnew addition2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP1.3K sharesnew addition2026-03-312026-05-13

ABRDN PHYSICAL GOLD SHARES ETF ABRDN PHYSICAL GOLD SHARES ETF10.7K sharesnew addition2026-03-312026-05-13

ALPHABET INC CLASS CLASS A ALPHABET INC CLASS CLASS A1.6K sharesnew addition2026-03-312026-05-13

XOM EXXON MOBIL CORP2.7K sharesnew addition2026-03-312026-05-13

VYM VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES3.0K sharesnew addition2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF10.8K sharesnew addition2026-03-312026-05-13

ALPHABET INC CLASS CLASS C ALPHABET INC CLASS CLASS C1.5K sharesnew addition2026-03-312026-05-13

META META PLATFORMS INC CLASS CLASS A722 sharesnew addition2026-03-312026-05-13

Sponsored

SPY STATE STREET SPDR S&P 500 ETF TRUST587 sharesnew addition2026-03-312026-05-13

RSPH INVESCO S&P 500 EQUAL WEIGHT HEALTH CARE ETF9.8K sharesnew addition2026-03-312026-05-13

NVDA NVIDIA CORP1.6K sharesnew addition2026-03-312026-05-13

CGDG CAPITAL GROUP DIVIDEND GROWERS ETF7.8K sharesnew addition2026-03-312026-05-13

IOT SAMSARA INC CLASS A8.1K sharesnew addition2026-03-312026-05-13

JNJ JOHNSON & JOHNSON945 sharesnew addition2026-03-312026-05-13

VDE VANGUARD ENERGY INDEX FUND ETF SHARES1.3K sharesnew addition2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC682 sharesnew addition2026-03-312026-05-13

Sponsored

HD HOME DEPOT INC514 sharesnew addition2026-03-312026-05-13

BERKSHIRE HATHAWAY CLASS B BERKSHIRE HATHAWAY CLASS B350 sharesnew addition2026-03-312026-05-13

IVV ISHARES CORE S&P 500 ETF235 sharesnew addition2026-03-312026-05-13

LLY ELI LILLY AND CO166 sharesnew addition2026-03-312026-05-13

EIX EDISON INTL2.0K sharesnew addition2026-03-312026-05-13

T AT&T INC4.7K sharesnew addition2026-03-312026-05-13

LOGI LOGITECH INTERNTNL S FCLASS CLASS N1.5K sharesnew addition2026-03-312026-05-13

PLD PROLOGIS INC REIT1.0K sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR224 sharesnew addition2026-03-312026-05-13

WMT WALMART INC1.0K sharesnew addition2026-03-312026-05-13

EME EMCOR GROUP INC171 sharesnew addition2026-03-312026-05-13

VTI VANGUARD TOTAL STOCK MARKET INDEX FUND ETF SHARES392 sharesnew addition2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE441 sharesnew addition2026-03-312026-05-13

ABBV ABBVIE INC572 sharesnew addition2026-03-312026-05-13

BA BOEING CO615 sharesnew addition2026-03-312026-05-13

GEV GE VERNOVA INC136 sharesnew addition2026-03-312026-05-13

Sponsored

EXPD EXPEDITORS INTL WASH INCCLASS CLASS A804 sharesnew addition2026-03-312026-05-13

VBK VANGUARD SMALL-CAP GROWTH INDEX FUND ETF SHARES368 sharesnew addition2026-03-312026-05-13

VXUS VANGUARD TOTAL INTERNATIONAL STOCK INDEX FUND ETF SHARES1.4K sharesnew addition2026-03-312026-05-13

PSA PUBLIC STORAGE REIT402 sharesnew addition2026-03-312026-05-13

PEP PEPSICO INC684 sharesnew addition2026-03-312026-05-13

SCHW CHARLES SCHWAB CORP1.1K sharesnew addition2026-03-312026-05-13

PG PROCTER & GAMBLE CO723 sharesnew addition2026-03-312026-05-13

CSCO CISCO SYS INC1.3K sharesnew addition2026-03-312026-05-13

Sponsored

VUSB VANGUARD ULTRA-SHORT BOND ETF SHARES2.1K sharesnew addition2026-03-312026-05-13

HCA HCA HEALTHCARE INC218 sharesnew addition2026-03-312026-05-13

SCHB SCHWAB U.S. BROAD MARKETETF4.0K sharesnew addition2026-03-312026-05-13

AXP AMERICAN EXPRESS CO318 sharesnew addition2026-03-312026-05-13

PM PHILIP MORRIS INTL INC577 sharesnew addition2026-03-312026-05-13

NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS NESTLE S A FSPONSORED ADR 1 ADR REPS 1 ORD SHS950 sharesnew addition2026-03-312026-05-13

VYMI VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND ETF SHARES985 sharesnew addition2026-03-312026-05-13

MO ALTRIA GROUP INC1.4K sharesnew addition2026-03-312026-05-13

Sponsored

MDLZ MONDELEZ INTL INC CLASS A1.6K sharesnew addition2026-03-312026-05-13

UPWK UPWORK INC8.2K sharesnew addition2026-03-312026-05-13

ACM AECOM1.0K sharesnew addition2026-03-312026-05-13

VDC VANGUARD CONSUMER STAPLES INDEX FUND ETF SHARES388 sharesnew addition2026-03-312026-05-13

AMP AMERIPRISE FINL INC195 sharesnew addition2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS I1.7K sharesnew addition2026-03-312026-05-13

LINDT &SPRUENGLI A ORDF LINDT &SPRUENGLI A ORDF6 sharesnew addition2026-03-312026-05-13

ABT ABBOTT LABS808 sharesnew addition2026-03-312026-05-13

Sponsored

BITO PROSHARES BITCOIN ETF8.4K sharesnew addition2026-03-312026-05-13

BROADCOM INC BROADCOM INC251 sharesnew addition2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC590 sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP843 sharesnew addition2026-03-312026-05-13

HERMES INTERNTNL S ORDF HERMES INTERNTNL S ORDF40 sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO921 sharesnew addition2026-03-312026-05-13

D DOMINION ENERGY INC1.2K sharesnew addition2026-03-312026-05-13

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF1.5K sharesnew addition2026-03-312026-05-13

Sponsored

OKE ONEOK INC NEW800 sharesnew addition2026-03-312026-05-13

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND ETF SHARES890 sharesnew addition2026-03-312026-05-13

COST COSTCO WHSL CORP NEW67 sharesnew addition2026-03-312026-05-13

SLV ISHARES SILVER TRUST977 sharesnew addition2026-03-312026-05-13

ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS ROCHE HLDG LTD FSPONSORED ADR 1 ADR RE 0.125 ORD SHS1.3K sharesnew addition2026-03-312026-05-13

INTC INTEL CORP1.4K sharesnew addition2026-03-312026-05-13

CEG CONSTELLATION ENERGY COR221 sharesnew addition2026-03-312026-05-13

EFG ISHARES MSCI EAFE GROWTHETF539 sharesnew addition2026-03-312026-05-13

Sponsored

DTE DTE ENERGY CO410 sharesnew addition2026-03-312026-05-13

INVESCO S&P 500 PURE GROWTH ETF INVESCO S&P 500 PURE GROWTH ETF1.3K sharesnew addition2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC CLASS A150 sharesnew addition2026-03-312026-05-13

AMGN AMGEN INC166 sharesnew addition2026-03-312026-05-13

EXC EXELON CORP1.2K sharesnew addition2026-03-312026-05-13

IBM IBM CORP240 sharesnew addition2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC F135 sharesnew addition2026-03-312026-05-13

AMAT APPLIED MATLS INC150 sharesnew addition2026-03-312026-05-13

Sponsored

IYW ISHARES U.S. TECHNOLOGY ETF270 sharesnew addition2026-03-312026-05-13

PCG PG&E CORP2.7K sharesnew addition2026-03-312026-05-13

ALLE ALLEGION PUB LTD CO F323 sharesnew addition2026-03-312026-05-13

SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTHETF459 sharesnew addition2026-03-312026-05-13

IR INGERSOLL RAND INC550 sharesnew addition2026-03-312026-05-13

CRM SALESFORCE INC230 sharesnew addition2026-03-312026-05-13

BN BROOKFIELD CORP FCLASS A970 sharesnew addition2026-03-312026-05-13

MGK VANGUARD MEGA CAP GROWTHINDEX FUND ETF SHARES106 sharesnew addition2026-03-312026-05-13

Sponsored

KLAC KLA CORP26 sharesnew addition2026-03-312026-05-13

GILD GILEAD SCIENCES INC267 sharesnew addition2026-03-312026-05-13

BAC BANK OF AMERICA CORP736 sharesnew addition2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADR 1 ADR REPS 5 ORD SHS98 sharesnew addition2026-03-312026-05-13

LVS LAS VEGAS SANDS CORP600 sharesnew addition2026-03-312026-05-13

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF955 sharesnew addition2026-03-312026-05-13

CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF948 sharesnew addition2026-03-312026-05-13

SCHX SCHWAB U.S. LARGE-CAP ETF1.2K sharesnew addition2026-03-312026-05-13

Sponsored

ECG EVERUS CONSTR GROUP INC253 sharesnew addition2026-03-312026-05-13

VWO VANGUARD FTSE EMERGING MARKETS INDEX FUND ETF SHARES542 sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP94 sharesnew addition2026-03-312026-05-13

VPU VANGUARD UTILITIES INDEXFUND ETF SHARES147 sharesnew addition2026-03-312026-05-13

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF831 sharesnew addition2026-03-312026-05-13

DTM DT MIDSTREAM INC205 sharesnew addition2026-03-312026-05-13

AOK ISHARES CORE 30/70 CONSERVATIVE ALLOCATION ETF692 sharesnew addition2026-03-312026-05-13

WBD WARNER BROS DISCOVERY INCLASS SERIES A941 sharesnew addition2026-03-312026-05-13

Sponsored

IJH ISHARES CORE S&P MID-CAPETF381 sharesnew addition2026-03-312026-05-13

IQDY FLEXSHARES INTERNATIONALQUALITY DIVIDEND DYNAMICINDEX FUND679 sharesnew addition2026-03-312026-05-13

EZU ISHARES MSCI EUROZONE ETF406 sharesnew addition2026-03-312026-05-13

PFE PFIZER INC899 sharesnew addition2026-03-312026-05-13

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF445 sharesnew addition2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSIN121 sharesnew addition2026-03-312026-05-13

CMCSA COMCAST CORP NEW CLASS A787 sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INCLASS CLASS A153 sharesnew addition2026-03-312026-05-13

Sponsored

EXE EXPAND ENERGY CORP196 sharesnew addition2026-03-312026-05-13

MDU MDU RES GROUP INC1.0K sharesnew addition2026-03-312026-05-13

IWM ISHARES RUSSELL 2000 ETF84 sharesnew addition2026-03-312026-05-13

KNF KNIFE RIV CORP253 sharesnew addition2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW156 sharesnew addition2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A F42 sharesnew addition2026-03-312026-05-13

SNPS SYNOPSYS INC50 sharesnew addition2026-03-312026-05-13

KO THE COCA-COLA CO260 sharesnew addition2026-03-312026-05-13

Sponsored

MU MICRON TECHNOLOGY INC52 sharesnew addition2026-03-312026-05-13

OGS ONE GAS INC200 sharesnew addition2026-03-312026-05-13

BKNG BOOKING HLDGS INC FORWARD SPLIT WITH STOCK SPLIT SHARES4 sharesnew addition2026-03-312026-05-13

TXN TEXAS INSTRS INC87 sharesnew addition2026-03-312026-05-13

BR BROADRIDGE FINL SOLUTION90 sharesnew addition2026-03-312026-05-13

DIS DISNEY WALT CO140 sharesnew addition2026-03-312026-05-13

MPC MARATHON PETE CORP53 sharesnew addition2026-03-312026-05-13

FCX FREEPORT-MCMORAN INC220 sharesnew addition2026-03-312026-05-13

Sponsored

CAPITAL ONE 4.375 Percent; PFDPFD SER L CAPITAL ONE 4.375 Percent; PFDPFD SER L738 sharesnew addition2026-03-312026-05-13

WFC-PY WELLS FARGO 5.625 Percent; PFDPFD SER Y500 sharesnew addition2026-03-312026-05-13

PSX PHILLIPS 6664 sharesnew addition2026-03-312026-05-13

F FORD MTR CO DEL1.0K sharesnew addition2026-03-312026-05-13

GLW CORNING INC80 sharesnew addition2026-03-312026-05-13

EEM ISHARES MSCI EMERGING MARKETS ETF182 sharesnew addition2026-03-312026-05-13

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC103 sharesnew addition2026-03-312026-05-13

MFC MANULIFE FINL CORP F279 sharesnew addition2026-03-312026-05-13

Sponsored

POWR ISHARES U.S. POWER INFRASTRUCTURE ETF358 sharesnew addition2026-03-312026-05-13

QCOM QUALCOMM INC70 sharesnew addition2026-03-312026-05-13

SHOP SHOPIFY INC FCLASS CLASS A75 sharesnew addition2026-03-312026-05-13

JBLU JETBLUE AWYS CORP EQUITYCLASS EQUITY2.0K sharesnew addition2026-03-312026-05-13

PACIFIC GAS AND 6 Percent; PFDPFD PACIFIC GAS AND 6 Percent; PFDPFD395 sharesnew addition2026-03-312026-05-13

NFLX NETFLIX INC91 sharesnew addition2026-03-312026-05-13

DOW DOW INC205 sharesnew addition2026-03-312026-05-13

V VISA INC CLASS CLASS A26 sharesnew addition2026-03-312026-05-13

Sponsored

BARRICK MNG CORP F BARRICK MNG CORP F177 sharesnew addition2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGI98 sharesnew addition2026-03-312026-05-13

ICSH ISHARES ULTRA SHORT DURATION BOND ACTIVE ETF137 sharesnew addition2026-03-312026-05-13

VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS VODAFONE GROUP PLC NEW FSPONSORED ADR 1 ADR REPS 10 ORD SHS454 sharesnew addition2026-03-312026-05-13

CIEN CIENA CORP17 sharesnew addition2026-03-312026-05-13

COP CONOCOPHILLIPS50 sharesnew addition2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP96 sharesnew addition2026-03-312026-05-13

CLX CLOROX CO60 sharesnew addition2026-03-312026-05-13

Sponsored

TGT TARGET CORP EQUITY CLASS EQUITY50 sharesnew addition2026-03-312026-05-13

PRU PRUDENTIAL FINL INC62 sharesnew addition2026-03-312026-05-13

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF75 sharesnew addition2026-03-312026-05-13

JPC NUVEEN PREFERRED INCOME741 sharesnew addition2026-03-312026-05-13

EATON CORP PLC F EATON CORP PLC F14 sharesnew addition2026-03-312026-05-13

XYZ BLOCK INC A CLASS CLASS A76 sharesnew addition2026-03-312026-05-13

PYPL PAYPAL HLDGS INC100 sharesnew addition2026-03-312026-05-13

TBUX T. ROWE PRICE ULTRA SHORT-TERM BOND ETF90 sharesnew addition2026-03-312026-05-13

Sponsored

NUE NUCOR CORP23 sharesnew addition2026-03-312026-05-13

GM GENERAL MTRS CO52 sharesnew addition2026-03-312026-05-13

PT SARANA MENARA N ORDF PT SARANA MENARA N ORDF125.0K sharesnew addition2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC CLASS CLASS C21 sharesnew addition2026-03-312026-05-13

ISRG INTUITIVE SURGICAL INC7 sharesnew addition2026-03-312026-05-13

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF29 sharesnew addition2026-03-312026-05-13

LULU LULULEMON ATHLETICA INC20 sharesnew addition2026-03-312026-05-13

KHC KRAFT HEINZ CO136 sharesnew addition2026-03-312026-05-13

Sponsored

KVUE KENVUE INC176 sharesnew addition2026-03-312026-05-13

WAB WABTEC12 sharesnew addition2026-03-312026-05-13

PCYO PURE CYCLE CORP250 sharesnew addition2026-03-312026-05-13

HTFL HEARTFLOW INC100 sharesnew addition2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRI100 sharesnew addition2026-03-312026-05-13

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC100 sharesnew addition2026-03-312026-05-13

AUR AURORA INNOVATION INC CLASS A550 sharesnew addition2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC14 sharesnew addition2026-03-312026-05-13

Sponsored

SYF SYNCHRONY FINL32 sharesnew addition2026-03-312026-05-13

FIG FIGMA INC CLASS A100 sharesnew addition2026-03-312026-05-13

JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF27 sharesnew addition2026-03-312026-05-13

HP INC HP INC100 sharesnew addition2026-03-312026-05-13

SMH VANECK SEMICONDUCTOR ETF4 sharesnew addition2026-03-312026-05-13

DAL DELTA AIR LINES INC DEL23 sharesnew addition2026-03-312026-05-13

RIVN RIVIAN AUTOMOTIVE INC CLASS CLASS A100 sharesnew addition2026-03-312026-05-13

ATI ATI INC10 sharesnew addition2026-03-312026-05-13

Sponsored

NVO NOVO-NORDISK A S FSPONSORED ADR 1 ADR REPS 1 ORD SHS39 sharesnew addition2026-03-312026-05-13

APLD APPLIED DIGITAL CORP60 sharesnew addition2026-03-312026-05-13

ABNB AIRBNB INC CLASS A11 sharesnew addition2026-03-312026-05-13

BILL HOLDINGS INC BILL HOLDINGS INC34 sharesnew addition2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF33 sharesnew addition2026-03-312026-05-13

NOK NOKIA CORP FSPONSORED ADR 1 ADR REPS 1 ORD SHS150 sharesnew addition2026-03-312026-05-13

HOOD ROBINHOOD MKTS INC CLASS CLASS A17 sharesnew addition2026-03-312026-05-13

KMB KIMBERLY CLARK CORP12 sharesnew addition2026-03-312026-05-13

Sponsored

CITIGROUP INC CITIGROUP INC10 sharesnew addition2026-03-312026-05-13

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC29 sharesnew addition2026-03-312026-05-13

OBE OBSIDIAN ENERGY LTD F112 sharesnew addition2026-03-312026-05-13

SCCO SOUTHERN COPPER CORP6 sharesnew addition2026-03-312026-05-13

JOBY JOBY AVIATION INC FCLASS A122 sharesnew addition2026-03-312026-05-13

ENPH ENPHASE ENERGY INC25 sharesnew addition2026-03-312026-05-13

KTOS KRATOS DEFENSE & SEC SOL12 sharesnew addition2026-03-312026-05-13

EA ELECTRONIC ARTS INC4 sharesnew addition2026-03-312026-05-13

Sponsored

BLDP BALLARD PWR SYS INC NE F325 sharesnew addition2026-03-312026-05-13

PRGO PERRIGO CO PLC F71 sharesnew addition2026-03-312026-05-13

KLAR KLARNA GROUP PLC F58 sharesnew addition2026-03-312026-05-13

BROOKFIELD WEALTH SO A FCLASS A BROOKFIELD WEALTH SO A FCLASS A18 sharesnew addition2026-03-312026-05-13

TILRAY BRANDS INC TILRAY BRANDS INC100 sharesnew addition2026-03-312026-05-13

GEN DIGITAL INC GEN DIGITAL INC33 sharesnew addition2026-03-312026-05-13

RTX RTX CORP3 sharesnew addition2026-03-312026-05-13

EVO EVOTEC SE FSPONSORED ADR 1 ADR REPS 0.5 ORD SHS228 sharesnew addition2026-03-312026-05-13

Sponsored

PINS PINTEREST INC CLASS A30 sharesnew addition2026-03-312026-05-13

VNQ VANGUARD REAL ESTATE INDEX FUND ETF SHARES6 sharesnew addition2026-03-312026-05-13

DOC HEALTHPEAK PPTYS INC REIT30 sharesnew addition2026-03-312026-05-13

VTRS VIATRIS INC35 sharesnew addition2026-03-312026-05-13

WIX WIX COM LTD FDUTCH TENDER EXP: 04/01/265 sharesnew addition2026-03-312026-05-13

DIVERSIFIED RTY CORP F DIVERSIFIED RTY CORP F150 sharesnew addition2026-03-312026-05-13

SIRIUSXM HLDGS INC EQUITCLASS EQUITY SIRIUSXM HLDGS INC EQUITCLASS EQUITY19 sharesnew addition2026-03-312026-05-13

KEY KEYCORP NEW21 sharesnew addition2026-03-312026-05-13

Sponsored

TDC TERADATA CORP DEL16 sharesnew addition2026-03-312026-05-13

AMD ADVANCED MICRO DEVIC2 sharesnew addition2026-03-312026-05-13

RDDT REDDIT INC CLASS A3 sharesnew addition2026-03-312026-05-13

POINTSBET HLDGS LT ORDF POINTSBET HLDGS LT ORDF640 sharesnew addition2026-03-312026-05-13

NATL NCR ATLEOS CORP8 sharesnew addition2026-03-312026-05-13

KSCP KNIGHTSCOPE INC CLASS A81 sharesnew addition2026-03-312026-05-13

PUMA SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS PUMA SE FUNSPONSORED ADR 1 ADR REPS 0.1 ORD SHS125 sharesnew addition2026-03-312026-05-13

ROKU ROKU INC CLASS A3 sharesnew addition2026-03-312026-05-13

Sponsored

RBLX ROBLOX CORP CLASS A5 sharesnew addition2026-03-312026-05-13

TOST TOAST INC CLASS CLASS A10 sharesnew addition2026-03-312026-05-13

CRSP CRISPR THERAPEUTICS AG F5 sharesnew addition2026-03-312026-05-13

RMCF ROCKY MTN CHOCOLATE FACT105 sharesnew addition2026-03-312026-05-13

COTY COTY INC CLASS A117 sharesnew addition2026-03-312026-05-13

ONDS ONDAS INC26 sharesnew addition2026-03-312026-05-13

PRTA PROTHENA CORP PLC F22 sharesnew addition2026-03-312026-05-13

DRAFTKINGS INC NEW CLASS A DRAFTKINGS INC NEW CLASS A9 sharesnew addition2026-03-312026-05-13

Sponsored

MEDTRONIC PLC F MEDTRONIC PLC F2 sharesnew addition2026-03-312026-05-13

SERV SERVE ROBOTICS INC20 sharesnew addition2026-03-312026-05-13

KD KYNDRYL HLDGS INC12 sharesnew addition2026-03-312026-05-13

SSNC SS&C TECHNOLOGIES HLDGS2 sharesnew addition2026-03-312026-05-13

GEVO GEVO INC50 sharesnew addition2026-03-312026-05-13

ACHR ARCHER AVIATION INC CLASS A26 sharesnew addition2026-03-312026-05-13

SMR NUSCALE PWR CORP CLASS A12 sharesnew addition2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD FSPONSORED ADR 1 ADR REPS 8 ORD SHS1 sharesnew addition2026-03-312026-05-13

Sponsored

PARAMOUNT SKYDANCE CORP CLASS CLASS B PARAMOUNT SKYDANCE CORP CLASS CLASS B13 sharesnew addition2026-03-312026-05-13

DXC DXC TECHNOLOGY CO8 sharesnew addition2026-03-312026-05-13

VYX NCR VOYIX CORP16 sharesnew addition2026-03-312026-05-13

OPTT OCEAN PWR TECHNOLOGIES I270 sharesnew addition2026-03-312026-05-13

CPNG COUPANG INC CLASS CLASS A5 sharesnew addition2026-03-312026-05-13

NIO NIO INC F15 sharesnew addition2026-03-312026-05-13

CDXS CODEXIS INC50 sharesnew addition2026-03-312026-05-13

PLANET 13 HLDGS INC NEV PLANET 13 HLDGS INC NEV500 sharesnew addition2026-03-312026-05-13

Sponsored

SMITH & WESSON BRANDS IN SMITH & WESSON BRANDS IN5 sharesnew addition2026-03-312026-05-13

NUBURU INC NUBURU INC400 sharesnew addition2026-03-312026-05-13

ACCO ACCO BRANDS CORP23 sharesnew addition2026-03-312026-05-13

ZSPC ZSPACE INC510 sharesnew addition2026-03-312026-05-13

ABAT AMERICAN BATTERY TECHNOL18 sharesnew addition2026-03-312026-05-13

APA CORP APA CORP1 sharesnew addition2026-03-312026-05-13

AROC ARCHROCK INC1 sharesnew addition2026-03-312026-05-13

CHARGEPOINT HLDGS INC CLASS A CHARGEPOINT HLDGS INC CLASS A5 sharesnew addition2026-03-312026-05-13

Sponsored

IDAHO COPPER CORP IDAHO COPPER CORP3 sharesnew addition2026-03-312026-05-13

CANNABIX TECHNOLOGIES F CANNABIX TECHNOLOGIES F30 sharesnew addition2026-03-312026-05-13

AOUT AMERICAN OUTDOOR BRANDS1 sharesnew addition2026-03-312026-05-13

ROCKWELL MED INC ROCKWELL MED INC9 sharesnew addition2026-03-312026-05-13

CHARLOTTES WEB HLDGS I F CHARLOTTES WEB HLDGS I F3 sharesnew addition2026-03-312026-05-13

NEOMAGIC CORP NEOMAGIC CORP40 sharesnew addition2026-03-312026-05-13

SKYE BIOSCIENCE INC EQUI SKYE BIOSCIENCE INC EQUI1 sharesnew addition2026-03-312026-05-13

DECISION DIAGNOSTICS COR DECISION DIAGNOSTICS COR1.6K sharesnew addition2026-03-312026-05-13

Sponsored

FORU HLDGS INC FORU HLDGS INC304 sharesnew addition2026-03-312026-05-13

GECKOSYSTEMS INTL CORP GECKOSYSTEMS INTL CORP129.9K sharesnew addition2026-03-312026-05-13

SGOV

ISHARES 0-3 MONTH TREASURY BOND ETF

New

Shares195.7K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB U.S. LARGE-CAP GROWTH ETF

New

Shares345.6K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD TOTAL BOND MARKET INDEX FUND ETF SHARES

New

Shares108.5K

Event2026-03-31

Filed2026-05-13

BIV

VANGUARD INTERMEDIATE-TERM BOND INDEX FUND ETF SHARES

New

Shares76.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD VALUE INDEX FUND ETF SHARES

New

Shares30.0K

Event2026-03-31

Filed2026-05-13

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

New

Shares112.8K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD GROWTH INDEX FUND ETF SHARES

New

Shares10.9K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

New

Shares160.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

New

Shares13.4K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD DIVIDEND APPRECIATION INDEX FUND ETF SHARES

New

Shares14.5K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB U.S. DIVIDEND EQUITY ETF

New

Shares94.9K

Event2026-03-31

Filed2026-05-13

BSV

VANGUARD SHORT-TERM BONDINDEX FUND ETF SHARES

New

Shares37.0K

Event2026-03-31

Filed2026-05-13

GBIL

GOLDMAN SACHS ACCESS TREASURY 0-1 YEAR ETF

New

Shares28.6K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB U.S. MID-CAP ETF

New

Shares84.2K

Event2026-03-31

Filed2026-05-13

VANGUARD SMALL-CAP INDEXFUND ETF SHARES

New

Shares9.5K

Event2026-03-31

Filed2026-05-13

VANGUARD S&P 500 ETF

New

Shares3.8K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

New

Shares14.0K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB U.S. SMALL-CAP ETF

New

Shares69.8K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD HEALTH CARE INDEX FUND ETF SHARES

New

Shares6.5K

Event2026-03-31

Filed2026-05-13

VANGUARD MID-CAP INDEX FUND ETF SHARES

New

Shares5.7K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD INFORMATION TECHNOLOGY INDEX FUND ETF SHARES

New

Shares1.9K

Event2026-03-31

Filed2026-05-13

SCHZ

SCHWAB U.S. AGGREGATE BOND ETF

New

Shares53.3K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD SHARES

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

New

Shares13.0K

Event2026-03-31

Filed2026-05-13

TCAF

T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF

New

Shares30.8K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-13

FEOE

FIRST EAGLE OVERSEAS EQUITY ETF

New

Shares13.8K

Event2026-03-31

Filed2026-05-13

JPIE

JPMORGAN INCOME ETF

New

Shares13.1K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORP NEW

New

Shares2.7K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON.COM INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD SMALL-CAP VALUEINDEX FUND ETF SHARES

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

SRE

SEMPRA

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

ABRDN PHYSICAL GOLD SHARES ETF

New

Shares10.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CLASS CLASS A

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

New

Shares2.7K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX FUND ETF SHARES

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares10.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC CLASS CLASS C

New

Shares1.5K

Event2026-03-31

Filed2026-05-13