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

Currently, Leo Wealth, LLC holds 452 types of securities in its portfolio with a total value $1.4B. In the most recent quarter, they have increased their positions in IBND (+463.0K shares, valued at $14.4M), EMXC (+156.6K shares, valued at $12.3M), WSML (+362.4K shares, valued at $11.3M); decreased their positions in LQDH (-252.5K shares, valued at $23.3M), VSGX (-147.4K shares, valued at $10.6M), USFR (-111.0K shares, valued at $5.6M); initiated new positions in IBND (+463.0K shares, valued at $14.4M), EMXC (+156.6K shares, valued at $12.3M), WSML (+362.4K shares, valued at $11.3M).

1M P&L

+26.2M+1.93%

3M P&L

-17.5M-1.25%

HY P&L

+25.4M+1.87%

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/A898.2M

69.2%

2Drug Manufacturers - General65.7M

5.1%

3Software - Infrastructure62.2M

4.8%

Top Industries by Stock Count

1N/A218 stocks

52.2%

2Utilities - Regulated Electric12 stocks

2.9%

3Drug Manufacturers - General10 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ESGV VANGUARD WORLD FD692.5K shares-0.24%2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR442.6K shares-3.61%2026-03-312026-05-05

AVUS AMERICAN CENTY ETF TR471.9K shares-2.47%2026-03-312026-05-05

VSGX VANGUARD WORLD FD693.6K shares-17.53%2026-03-312026-05-05

IEF ISHARES TR464.6K shares11.16%2026-03-312026-05-05

AFRM AFFIRM HLDGS INC924.6K shares-0.01%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON171.1K shares0.65%2026-03-312026-05-05

LQD ISHARES TR304.8K shares27.64%2026-03-312026-05-05

Sponsored

SPYM SPDR SERIES TRUST419.1K shares1.52%2026-03-312026-05-05

AAPL APPLE INC119.2K shares-3.97%2026-03-312026-05-05

AMZN AMAZON COM INC130.0K shares-2.31%2026-03-312026-05-05

JMBS JANUS DETROIT STR TR594.1K shares36.81%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR786.7K shares-2.00%2026-03-312026-05-05

JIRE J P MORGAN EXCHANGE TRADED F263.3K shares-16.07%2026-03-312026-05-05

USFR WISDOMTREE TR344.2K shares-24.38%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR590.2K shares2.85%2026-03-312026-05-05

Sponsored

HELO J P MORGAN EXCHANGE TRADED F243.5K shares-5.24%2026-03-312026-05-05

MSFT MICROSOFT CORP41.8K shares3.45%2026-03-312026-05-05

CEMB ISHARES INC339.2K shares54.49%2026-03-312026-05-05

IBND SPDR SERIES TRUST463.0K sharesnew addition2026-03-312026-05-05

VGK VANGUARD INTL EQUITY INDEX F166.3K shares-12.55%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL26.8K shares1.49%2026-03-312026-05-05

LEMB ISHARES INC309.0K shares124.58%2026-03-312026-05-05

HON HONEYWELL INTL INC54.7K shares32.65%2026-03-312026-05-05

Sponsored

EMXC ISHARES INC156.6K sharesnew addition2026-03-312026-05-05

NVDA NVIDIA CORPORATION69.9K shares2.39%2026-03-312026-05-05

GEV GE VERNOVA INC13.1K shares4017.35%2026-03-312026-05-05

VANGUARD INDEX FDS VANGUARD INDEX FDS19.1K shares13.73%2026-03-312026-05-05

WSML ISHARES TR362.4K sharesnew addition2026-03-312026-05-05

IXJ ISHARES TR119.7K shares-18.46%2026-03-312026-05-05

VUG VANGUARD INDEX FDS24.6K shares-2.91%2026-03-312026-05-05

HEQT SIMPLIFY EXCHANGE TRADED FUN333.9K shares0.72%2026-03-312026-05-05

Sponsored

GCC WISDOMTREE TR436.2K shares-2.85%2026-03-312026-05-05

MCD MCDONALDS CORP29.1K shares0.26%2026-03-312026-05-05

BSJT INVESCO EXCH TRD SLF IDX FD418.7K shares-0.65%2026-03-312026-05-05

TLT ISHARES TR99.1K shares17.95%2026-03-312026-05-05

BSJQ INVESCO EXCH TRD SLF IDX FD369.7K shares1.75%2026-03-312026-05-05

BSJS INVESCO EXCH TRD SLF IDX FD383.9K shares0.69%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS37.7K shares-2.09%2026-03-312026-05-05

ALPHABET INC ALPHABET INC28.1K shares1.69%2026-03-312026-05-05

Sponsored

SPY STATE STR SPDR S&P 500 ETF T12.1K shares-1.59%2026-03-312026-05-05

DBAW DBX ETF TR180.5K shares7.00%2026-03-312026-05-05

BSJV INVESCO EXCH TRD SLF IDX FD282.5K shares2.90%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR12.6K shares-0.73%2026-03-312026-05-05

BLACKROCK INC BLACKROCK INC7.4K shares0.13%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS99.9K shares-6.52%2026-03-312026-05-05

DIVO AMPLIFY ETF TR141.8K shares21.50%2026-03-312026-05-05

IVV ISHARES TR9.5K shares-9.22%2026-03-312026-05-05

Sponsored

XOM EXXON MOBIL CORP35.8K shares-6.80%2026-03-312026-05-05

FLCH FRANKLIN TEMPLETON ETF TR247.3K shares-24.15%2026-03-312026-05-05

IJR ISHARES TR42.5K shares-1.47%2026-03-312026-05-05

JCPB J P MORGAN EXCHANGE TRADED F108.3K shares2.17%2026-03-312026-05-05

IBDT ISHARES TR195.6K shares1.09%2026-03-312026-05-05

IBDS ISHARES TR203.3K shares2.89%2026-03-312026-05-05

ALPHABET INC ALPHABET INC17.0K shares-7.00%2026-03-312026-05-05

MA MASTERCARD INCORPORATED9.7K shares-0.15%2026-03-312026-05-05

Sponsored

IVE ISHARES TR22.4K shares0.06%2026-03-312026-05-05

BROADCOM INC BROADCOM INC15.1K shares-1.62%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC92.7K shares5.23%2026-03-312026-05-05

BSCQ INVESCO EXCH TRD SLF IDX FD237.5K shares-5.04%2026-03-312026-05-05

GLD SPDR GOLD TR10.7K shares3.53%2026-03-312026-05-05

EMR EMERSON ELEC CO35.0K shares64.78%2026-03-312026-05-05

T AT&T INC157.6K shares14.16%2026-03-312026-05-05

CERY SPDR SERIES TRUST127.1K shares4.33%2026-03-312026-05-05

Sponsored

SCHB SCHWAB STRATEGIC TR178.2K shares-0.43%2026-03-312026-05-05

IBDU ISHARES TR191.2K shares9.89%2026-03-312026-05-05

VTV VANGUARD INDEX FDS22.4K shares-8.07%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS18.0K shares10.29%2026-03-312026-05-05

VTI VANGUARD INDEX FDS13.4K shares-3.77%2026-03-312026-05-05

CVX CHEVRON CORPORATION20.4K shares4.47%2026-03-312026-05-05

BIIB BIOGEN INC22.7K shares25.39%2026-03-312026-05-05

META META PLATFORMS INC7.2K shares-3.18%2026-03-312026-05-05

Sponsored

CSCO CISCO SYS INC52.6K shares-4.03%2026-03-312026-05-05

BMY BRISTOL-MYERS SQUIBB CO65.9K shares26.48%2026-03-312026-05-05

WMT WALMART INC31.4K shares-4.59%2026-03-312026-05-05

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW28.7K shares10.80%2026-03-312026-05-05

IWF ISHARES TR8.5K shares-0.02%2026-03-312026-05-05

ABBV ABBVIE INC16.2K shares4.98%2026-03-312026-05-05

XLG INVESCO EXCHANGE TRADED FD T62.3K shares-0.06%2026-03-312026-05-05

IBDR ISHARES TR137.1K shares1.04%2026-03-312026-05-05

Sponsored

NFLX NETFLIX INC.34.2K shares26.25%2026-03-312026-05-05

MGC VANGUARD WORLD FD13.9K shares-1.78%2026-03-312026-05-05

XSOE WISDOMTREE TR80.1K shares26.30%2026-03-312026-05-05

NEA NUVEEN AMT FREE QLTY MUN INC283.1K shares22.29%2026-03-312026-05-05

VGM INVESCO TR INVT GRADE MUNS319.3K shares22.31%2026-03-312026-05-05

LLY ELI LILLY & CO3.4K shares9.37%2026-03-312026-05-05

VRIG INVESCO ACTIVELY MANAGED EXC131.4K sharesnew addition2026-03-312026-05-05

MMU WESTERN ASSET MANAGED MUNS F299.8K shares21.26%2026-03-312026-05-05

Sponsored

MERCK & CO INC MERCK & CO INC24.7K shares-7.82%2026-03-312026-05-05

GLDM WORLD GOLD TR31.8K shares-1.74%2026-03-312026-05-05

PFE PFIZER INC104.1K shares-23.39%2026-03-312026-05-05

VXUS VANGUARD STAR FDS37.7K shares-17.56%2026-03-312026-05-05

MYI BLACKROCK MUNIYIELD QUALITY274.9K sharesnew addition2026-03-312026-05-05

DGRO ISHARES TR40.7K shares-1.31%2026-03-312026-05-05

MHD BLACKROCK MUNIHOLDINGS FD IN251.3K sharesnew addition2026-03-312026-05-05

IMCG ISHARES TR35.8K shares-1.56%2026-03-312026-05-05

Sponsored

COST COSTCO WHOLESALE CORPORATION2.8K shares3.44%2026-03-312026-05-05

IBDV ISHARES TR123.7K shares10.97%2026-03-312026-05-05

PGR PROGRESSIVE CORP13.5K shares326.39%2026-03-312026-05-05

KVUE KENVUE INC155.2K shares0.75%2026-03-312026-05-05

ESGU ISHARES TR18.9K shares2.71%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC3.0K shares-4.50%2026-03-312026-05-05

CMCSA COMCAST CORP NEW87.2K shares107.23%2026-03-312026-05-05

NVS NOVARTIS AG15.9K shares-3.42%2026-03-312026-05-05

Sponsored

ASML ASML HLDG NV1.8K shares-5.90%2026-03-312026-05-05

SIVR ABRDN SILVER ETF TRUST32.9K shares6.86%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F42.7K shares-0.02%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO7.8K shares-8.96%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F45.4K shares-7.18%2026-03-312026-05-05

SHEL SHELL PLC24.5K shares5.71%2026-03-312026-05-05

TSLA TESLA INC6.1K shares3.97%2026-03-312026-05-05

VV VANGUARD INDEX FDS7.5K shares7.21%2026-03-312026-05-05

Sponsored

DIA STATE STR SPDR DOW JONES IND4.8K shares-0.52%2026-03-312026-05-05

TOTALENERGIES SE TOTALENERGIES SE24.3K shares-5.19%2026-03-312026-05-05

IJH ISHARES TR32.6K shares-1.66%2026-03-312026-05-05

LMND LEMONADE INC34.2K shares-1.04%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC497 shares-20.61%2026-03-312026-05-05

IBTI ISHARES TR91.4K shares-12.00%2026-03-312026-05-05

IQLT ISHARES TR43.9K shares0.44%2026-03-312026-05-05

KMB KIMBERLY-CLARK CORP20.7K shares64.52%2026-03-312026-05-05

Sponsored

BSCU INVESCO EXCH TRD SLF IDX FD119.2K shares1.73%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD99.8K shares-5.01%2026-03-312026-05-05

ES EVERSOURCE ENERGY27.8K shares478.52%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP3.1K shares5.50%2026-03-312026-05-05

EXC EXELON CORP38.4K shares8.35%2026-03-312026-05-05

GIS GENERAL MILLS INC50.5K shares85.39%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS12.7K shares-9.83%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS25.3K shares7.45%2026-03-312026-05-05

Sponsored

IBTH ISHARES TR83.0K shares-13.62%2026-03-312026-05-05

BABA ALIBABA GROUP HLDG LTD14.8K shares0.71%2026-03-312026-05-05

RHLD RESOLUTE HLDGS MGMT INC11.4K shares5.02%2026-03-312026-05-05

VODAFONE GROUP PLC VODAFONE GROUP PLC122.8K shares-6.39%2026-03-312026-05-05

SNY SANOFI SA38.1K shares17.01%2026-03-312026-05-05

IBTJ ISHARES TR82.4K shares20.63%2026-03-312026-05-05

V VISA INC5.9K shares8.55%2026-03-312026-05-05

PG PROCTER & GAMBLE CO12.3K shares-11.44%2026-03-312026-05-05

Sponsored

HYDB ISHARES TR36.9K shares0.22%2026-03-312026-05-05

IWR ISHARES TR17.6K shares0.27%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC13.0K shares2.82%2026-03-312026-05-05

BCE BCE INC67.5K sharesnew addition2026-03-312026-05-05

VICI VICI PPTYS INC61.6K shares69.57%2026-03-312026-05-05

PRU PRUDENTIAL FINL INC17.1K sharesnew addition2026-03-312026-05-05

IWY ISHARES TR6.7K shares-7.12%2026-03-312026-05-05

ACWX ISHARES TR24.1K shares2.16%2026-03-312026-05-05

Sponsored

KOF COCA-COLA FEMSA SAB DE CV16.5K shares-3.00%2026-03-312026-05-05

GSK PLC GSK PLC28.7K shares-11.76%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR31.2K shares4.54%2026-03-312026-05-05

KO COCA COLA CO20.3K shares-33.20%2026-03-312026-05-05

SPGI S&P GLOBAL INC3.6K shares-6.14%2026-03-312026-05-05

IGSB ISHARES TR28.8K shares-3.21%2026-03-312026-05-05

ICLO INVESCO ACTIVELY MANAGED EXC58.4K shares449.70%2026-03-312026-05-05

DBB INVESCO DB MULTI-SECTOR COMM61.9K shares4.12%2026-03-312026-05-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS28.6K shares-6.58%2026-03-312026-05-05

BUFR FIRST TR EXCHNG TRADED FD VI40.3K shares49.88%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC4.0K shares159.37%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F9.8K shares2.05%2026-03-312026-05-05

HD HOME DEPOT INC4.1K shares-9.04%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO4.4K shares-14.31%2026-03-312026-05-05

GILD GILEAD SCIENCES INC9.0K shares-39.26%2026-03-312026-05-05

WM WASTE MGMT INC DEL5.5K shares6.24%2026-03-312026-05-05

Sponsored

FE FIRSTENERGY CORP24.6K shares-55.75%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF32.3K shares18.90%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC6.1K shares16.64%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE4.3K shares1.20%2026-03-312026-05-05

DECK DECKERS OUTDOOR CORP11.7K shares0.40%2026-03-312026-05-05

EFA ISHARES TR12.0K shares0.01%2026-03-312026-05-05

EPD ENTERPRISE PRODS PARTNERS L30.4K shares1.48%2026-03-312026-05-05

SGOV ISHARES TR11.4K shares7.43%2026-03-312026-05-05

Sponsored

EOG EOG RES INC7.8K shares144.08%2026-03-312026-05-05

ALL ALLSTATE CORP5.4K shares12.88%2026-03-312026-05-05

MELI MERCADOLIBRE INC642 shares-24.38%2026-03-312026-05-05

UBER UBER TECHNOLOGIES INC15.4K shares-20.11%2026-03-312026-05-05

BAR GRANITESHARES GOLD TR23.9K shares3.75%2026-03-312026-05-05

CAT CATERPILLAR INC1.5K shares1.80%2026-03-312026-05-05

BSCT INVESCO EXCH TRD SLF IDX FD57.6K shares1.14%2026-03-312026-05-05

PEP PEPSICO INC6.9K shares8.86%2026-03-312026-05-05

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F21.3K shares29.74%2026-03-312026-05-05

ABT ABBOTT LABORATORIES10.2K shares-38.97%2026-03-312026-05-05

AGG ISHARES TR10.5K shares0.68%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS20.6K shares-7.62%2026-03-312026-05-05

SPYD SPDR SERIES TRUST22.5K shares73.76%2026-03-312026-05-05

MO ALTRIA GROUP INC15.5K shares-7.97%2026-03-312026-05-05

PM PHILIP MORRIS INTL INC6.1K shares1.85%2026-03-312026-05-05

SO SOUTHERN CO10.3K shares1.21%2026-03-312026-05-05

Sponsored

CITIGROUP INC CITIGROUP INC8.7K shares3.51%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares14.19%2026-03-312026-05-05

TRV TRAVELERS COMPANIES INC3.4K sharesnew addition2026-03-312026-05-05

VIOO VANGUARD ADMIRAL FDS INC8.5K shares0.00%2026-03-312026-05-05

BSJR INVESCO EXCH TRD SLF IDX FD42.4K shares0.76%2026-03-312026-05-05

VOE VANGUARD INDEX FDS5.1K shares1.40%2026-03-312026-05-05

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares12.00%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR15.1K shares3.13%2026-03-312026-05-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC6.3K shares-4.54%2026-03-312026-05-05

DBE INVESCO DB MULTI-SECTOR COMM31.2K shares3.16%2026-03-312026-05-05

LQDH ISHARES U S ETF TR9.9K shares-96.24%2026-03-312026-05-05

VGT VANGUARD WORLD FD1.3K shares-2.04%2026-03-312026-05-05

ROST ROSS STORES INC4.1K shares9.95%2026-03-312026-05-05

RTX RTX CORPORATION4.5K shares4.05%2026-03-312026-05-05

TE CONNECTIVITY PLC TE CONNECTIVITY PLC4.2K sharesnew addition2026-03-312026-05-05

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC11.3K shares3.96%2026-03-312026-05-05

Sponsored

IWM ISHARES TR3.4K shares13.09%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC5.2K shares-2.08%2026-03-312026-05-05

CRM SALESFORCE INC4.4K shares-21.32%2026-03-312026-05-05

IBDW ISHARES TR39.5K shares-11.71%2026-03-312026-05-05

GLW CORNING INC6.0K shares1.97%2026-03-312026-05-05

SPXX NUVEEN S&P 500 DYNAMIC OVERW49.9K sharesnew addition2026-03-312026-05-05

CTSH COGNIZANT TECHNOLOGY SOLUTIO13.1K shares10.62%2026-03-312026-05-05

ORCL ORACLE CORP5.4K shares-7.42%2026-03-312026-05-05

Sponsored

SLV ISHARES SILVER TR11.7K shares52.67%2026-03-312026-05-05

DVY ISHARES TR5.2K shares0.52%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F10.5K shares102.08%2026-03-312026-05-05

IEMG ISHARES INC11.2K shares5.00%2026-03-312026-05-05

EVTR MORGAN STANLEY ETF TRUST15.3K shares3.94%2026-03-312026-05-05

EXG EATON VANCE TAX-MANAGED GLOB88.9K shares0.00%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS9.8K shares-16.19%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS9.1K shares7.46%2026-03-312026-05-05

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F13.3K shares0.43%2026-03-312026-05-05

OKE ONEOK INC NEW8.3K shares69.92%2026-03-312026-05-05

IWD ISHARES TR3.4K shares-2.19%2026-03-312026-05-05

VONE VANGUARD SCOTTSDALE FDS2.5K shares43.94%2026-03-312026-05-05

VRT VERTIV HOLDINGS CO2.8K shares-6.61%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP3.3K shares-2.25%2026-03-312026-05-05

EW EDWARDS LIFESCIENCES CORP8.8K shares3.44%2026-03-312026-05-05

ENB ENBRIDGE INC12.7K shares19.17%2026-03-312026-05-05

Sponsored

ONEQ FIDELITY COMWLTH TR8.0K shares0.00%2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II32.9K shares76.11%2026-03-312026-05-05

BAC BANK AMERICA CORP13.7K shares-2.68%2026-03-312026-05-05

AMGN AMGEN INC1.9K shares1.97%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS10.9K shares-7.26%2026-03-312026-05-05

BA BOEING CO3.2K shares22.74%2026-03-312026-05-05

CMI CUMMINS INC1.2K shares-4.32%2026-03-312026-05-05

CVS CVS HEALTH CORP8.8K shares7.91%2026-03-312026-05-05

Sponsored

UPS UNITED PARCEL SVCS INC6.4K shares-1.06%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST8.8K shares-27.88%2026-03-312026-05-05

BLACKSTONE INC BLACKSTONE INC5.4K shares7.95%2026-03-312026-05-05

ADBE ADOBE INC2.6K shares-8.22%2026-03-312026-05-05

HOLX HOLOGIC INC8.2K shares2.98%2026-03-312026-05-05

CCJ CAMECO CORP5.7K shares1.16%2026-03-312026-05-05

VB VANGUARD INDEX FDS2.4K shares-5.16%2026-03-312026-05-05

GLP GLOBAL PARTNERS LP14.5K shares0.00%2026-03-312026-05-05

Sponsored

DFUV DIMENSIONAL ETF TRUST12.6K shares-6.19%2026-03-312026-05-05

VFH VANGUARD WORLD FD5.0K shares0.08%2026-03-312026-05-05

REMX VANECK ETF TRUST6.8K shares4.64%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS13.1K shares21.75%2026-03-312026-05-05

CRWD CROWDSTRIKE HLDGS INC1.5K shares0.13%2026-03-312026-05-05

COP CONOCOPHILLIPS4.5K shares4.08%2026-03-312026-05-05

IEFA ISHARES TR6.3K shares3.90%2026-03-312026-05-05

IBTK ISHARES TR28.7K shares9.94%2026-03-312026-05-05

Sponsored

ACWI ISHARES TR4.1K shares6.43%2026-03-312026-05-05

SHOP SHOPIFY INC4.7K shares137.30%2026-03-312026-05-05

FVD FIRST TR EXCHANGE-TRADED FD11.7K shares10.88%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR21.5K shares-2.25%2026-03-312026-05-05

BSJU INVESCO EXCH TRD SLF IDX FD21.0K shares7.57%2026-03-312026-05-05

SNPS SYNOPSYS INC1.3K sharesnew addition2026-03-312026-05-05

FLQM FRANKLIN TEMPLETON ETF TR9.7K shares-46.49%2026-03-312026-05-05

MDY STATE STR SPDR S&P MIDCAP 40865 shares-5.98%2026-03-312026-05-05

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F7.6K shares24.38%2026-03-312026-05-05

ET ENERGY TRANSFER L P27.2K shares-33.95%2026-03-312026-05-05

BSCS INVESCO EXCH TRD SLF IDX FD25.5K shares3.11%2026-03-312026-05-05

ZETA ZETA GLOBAL HOLDINGS CORP32.5K shares-2.30%2026-03-312026-05-05

FLOT ISHARES TR10.1K shares-16.57%2026-03-312026-05-05

ITM VANECK ETF TRUST11.0K shares0.00%2026-03-312026-05-05

IBTL ISHARES TR24.9K shares0.56%2026-03-312026-05-05

CL COLGATE PALMOLIVE CO5.9K shares-48.64%2026-03-312026-05-05

Sponsored

ISRG INTUITIVE SURGICAL INC1.1K shares176.07%2026-03-312026-05-05

JIVE J P MORGAN EXCHANGE TRADED F5.9K sharesnew addition2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC1.4K shares3.16%2026-03-312026-05-05

FDX FEDEX CORP1.4K shares0.57%2026-03-312026-05-05

IDV ISHARES TR11.8K shares0.75%2026-03-312026-05-05

PALL ABRDN PALLADIUM ETF TRUST3.7K shares4.44%2026-03-312026-05-05

QUAL ISHARES TR2.6K shares3.32%2026-03-312026-05-05

CME CME GROUP INC1.7K shares11.31%2026-03-312026-05-05

Sponsored

INTU INTUIT1.1K shares40.22%2026-03-312026-05-05

WFC WELLS FARGO & CO6.1K shares2.63%2026-03-312026-05-05

FCX FREEPORT MCMORAN INC8.3K shares20.91%2026-03-312026-05-05

SPYG SPDR SERIES TRUST5.0K shares50.17%2026-03-312026-05-05

SMH VANECK ETF TRUST1.3K shares0.32%2026-03-312026-05-05

SPYI NEOS ETF TRUST9.8K shares-0.26%2026-03-312026-05-05

MDLZ MONDELEZ INTL INC8.2K shares9.47%2026-03-312026-05-05

DVYA ISHARES INC9.7K shares-2.15%2026-03-312026-05-05

Sponsored

LHX L3HARRIS TECHNOLOGIES INC1.4K shares10.97%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR9.4K shares-8.63%2026-03-312026-05-05

IBTG ISHARES TR20.3K shares-8.28%2026-03-312026-05-05

FTEC FIDELITY COVINGTON TRUST2.2K shares-1.94%2026-03-312026-05-05

LOW LOWES COS INC1.9K shares17.40%2026-03-312026-05-05

LINDE PLC LINDE PLC878 shares2.93%2026-03-312026-05-05

APH AMPHENOL CORP3.4K sharesnew addition2026-03-312026-05-05

IBMR ISHARES TR17.1K shares9.93%2026-03-312026-05-05

Sponsored

IVLU ISHARES TR10.8K shares0.00%2026-03-312026-05-05

ETHE GRAYSCALE ETHEREUM STAKING E25.0K shares43.14%2026-03-312026-05-05

SCHR SCHWAB STRATEGIC TR17.0K sharesnew addition2026-03-312026-05-05

GBTC GRAYSCALE BITCOIN TRUST ETF7.9K shares12.57%2026-03-312026-05-05

SPYV SPDR SERIES TRUST7.3K shares26.03%2026-03-312026-05-05

MSCI MSCI INC770 sharesnew addition2026-03-312026-05-05

IWX ISHARES TR4.5K shares-8.21%2026-03-312026-05-05

IGIB ISHARES TR7.7K sharesnew addition2026-03-312026-05-05

Sponsored

MS MORGAN STANLEY2.5K shares7.83%2026-03-312026-05-05

IJS ISHARES TR3.4K shares0.23%2026-03-312026-05-05

MEDTRONIC PLC MEDTRONIC PLC4.6K shares-5.88%2026-03-312026-05-05

DTE DTE ENERGY CO2.8K shares8.35%2026-03-312026-05-05

EVRG EVERGY INC4.9K shares29.97%2026-03-312026-05-05

DON WISDOMTREE TR7.6K shares0.01%2026-03-312026-05-05

MMM 3M CO2.7K shares-4.08%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR2.7K shares57.22%2026-03-312026-05-05

Sponsored

IBTM ISHARES TR17.2K shares0.56%2026-03-312026-05-05

SCCO SOUTHERN COPPER CORP2.3K shares0.66%2026-03-312026-05-05

WELL WELLTOWER INC2.0K sharesnew addition2026-03-312026-05-05

CGCP CAPITAL GRP FIXED INCM ETF T17.3K sharesnew addition2026-03-312026-05-05

ELA ENVELA CORP23.1K shares0.00%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD7.7K sharesnew addition2026-03-312026-05-05

AXON AXON ENTERPRISE INC899 sharesnew addition2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC1.4K shares16.69%2026-03-312026-05-05

Sponsored

IWN ISHARES TR2.0K shares0.10%2026-03-312026-05-05

FPE FIRST TR EXCH TRADED FD III21.4K sharesnew addition2026-03-312026-05-05

O REALTY INCOME CORP6.2K shares1.07%2026-03-312026-05-05

ZION ZIONS BANCORPORATION NATL AS6.4K shares-22.86%2026-03-312026-05-05

MET METLIFE INC5.2K shares50.06%2026-03-312026-05-05

NOW SERVICENOW INC3.5K sharesnew addition2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR3.3K shares8.35%2026-03-312026-05-05

FLKR FRANKLIN TEMPLETON ETF TR9.0K sharesnew addition2026-03-312026-05-05

Sponsored

COF CAPITAL ONE FINL CORP2.0K sharesnew addition2026-03-312026-05-05

JSCP J P MORGAN EXCHANGE TRADED F7.6K shares1.10%2026-03-312026-05-05

HEFA ISHARES TR8.3K shares0.00%2026-03-312026-05-05

MUB ISHARES TR3.3K shares-68.15%2026-03-312026-05-05

DOW DOW HLDGS INC8.4K shares-23.81%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.3K shares0.00%2026-03-312026-05-05

GBCI GLACIER BANCORP INC NEW7.7K shares-7.71%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS7.3K shares-16.62%2026-03-312026-05-05

Sponsored

TDG TRANSDIGM GROUP INC294 sharesnew addition2026-03-312026-05-05

TXN TEXAS INSTRS INC1.8K shares5.86%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS3.1K shares-2.58%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR2.1K shares12.96%2026-03-312026-05-05

BLV VANGUARD BD INDEX FDS4.8K shares-17.45%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP970 shares-4.81%2026-03-312026-05-05

BIV VANGUARD BD INDEX FDS4.3K shares-17.57%2026-03-312026-05-05

XLY SELECT SECTOR SPDR TR3.0K shares12.78%2026-03-312026-05-05

Sponsored

ATO ATMOS ENERGY CORP1.8K shares13.77%2026-03-312026-05-05

AVTR AVANTOR INC42.2K shares8.83%2026-03-312026-05-05

VXF VANGUARD INDEX FDS1.6K shares0.31%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares21.37%2026-03-312026-05-05

VOOV VANGUARD ADMIRAL FDS INC1.6K shares-7.17%2026-03-312026-05-05

ARTY ISHARES TR7.0K shares4.70%2026-03-312026-05-05

QCOM QUALCOMM INC2.5K shares-28.85%2026-03-312026-05-05

OMC OMNICOM GROUP INC4.3K shares0.99%2026-03-312026-05-05

Sponsored

OTF BLUE OWL TECHNOLOGY FIN CORP26.2K shares87.98%2026-03-312026-05-05

ASX ASE TECHNOLOGY HLDG CO LTD14.9K shares4.18%2026-03-312026-05-05

HYGH ISHARES U S ETF TR3.7K shares-2.58%2026-03-312026-05-05

BTI BRITISH AMERN TOB PLC5.5K shares6.18%2026-03-312026-05-05

SDY SPDR SERIES TRUST2.2K shares0.60%2026-03-312026-05-05

STWD STARWOOD PPTY TR INC18.5K shares-17.08%2026-03-312026-05-05

SPOT SPOTIFY TECHNOLOGY S A650 sharesnew addition2026-03-312026-05-05

TGT TARGET CORP2.6K sharesnew addition2026-03-312026-05-05

Sponsored

SCHZ SCHWAB STRATEGIC TR13.5K shares2.54%2026-03-312026-05-05

BUNGE GLOBAL SA BUNGE GLOBAL SA2.5K shares5.67%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR3.8K shares10.73%2026-03-312026-05-05

BSX BOSTON SCIENTIFIC CORP4.8K sharesnew addition2026-03-312026-05-05

IWO ISHARES TR961 shares0.10%2026-03-312026-05-05

CLX CLOROX CO DEL2.9K shares16.84%2026-03-312026-05-05

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL767 sharesnew addition2026-03-312026-05-05

AM ANTERO MIDSTREAM CORP13.2K shares2.41%2026-03-312026-05-05

Sponsored

GM GENERAL MTRS CO4.0K shares-1.88%2026-03-312026-05-05

SPTS SPDR SERIES TRUST10.2K shares0.01%2026-03-312026-05-05

KMI KINDER MORGAN INC DEL8.8K shares-0.61%2026-03-312026-05-05

SEIC SEI INVTS CO3.8K shares12.71%2026-03-312026-05-05

AMAT APPLIED MATLS INC852 shares8.26%2026-03-312026-05-05

FBTC FIDELITY WISE ORIGIN BITCOIN4.9K shares65.35%2026-03-312026-05-05

USB US BANCORP5.5K shares20.24%2026-03-312026-05-05

ED CONSOLIDATED EDISON INC2.5K shares-84.04%2026-03-312026-05-05

Sponsored

ETHA ISHARES ETHEREUM TR18.0K shares3.33%2026-03-312026-05-05

INTC INTEL CORP6.4K sharesnew addition2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II12.3K shares-5.76%2026-03-312026-05-05

MTUM ISHARES TR1.2K sharesnew addition2026-03-312026-05-05

PPA INVESCO EXCHANGE TRADED FD T1.7K shares-0.47%2026-03-312026-05-05

DVN DEVON ENERGY CORP NEW5.6K sharesnew addition2026-03-312026-05-05

SPHY SPDR SERIES TRUST12.1K sharesnew addition2026-03-312026-05-05

KIM KIMCO REALTY CORP12.4K sharesnew addition2026-03-312026-05-05

Sponsored

HEWJ ISHARES TR5.0K shares0.00%2026-03-312026-05-05

CAH CARDINAL HEALTH INC1.3K shares24.05%2026-03-312026-05-05

TD TORONTO DOMINION BK ONT3.0K shares-3.80%2026-03-312026-05-05

SBUX STARBUCKS CORP3.1K shares-77.15%2026-03-312026-05-05

APP APPLOVIN CORP690 shares-44.31%2026-03-312026-05-05

FELV FIDELITY COVINGTON TRUST7.8K shares-1.08%2026-03-312026-05-05

RYTM RHYTHM PHARMACEUTICALS INC3.1K shares-55.58%2026-03-312026-05-05

QCLN FIRST TR EXCHANGE-TRADED FD5.7K shares0.02%2026-03-312026-05-05

Sponsored

FELC FIDELITY COVINGTON TRUST7.3K shares-8.89%2026-03-312026-05-05

AEM AGNICO EAGLE MINES LTD1.3K shares-3.08%2026-03-312026-05-05

VRTX VERTEX PHARMACEUTICALS INC584 sharesnew addition2026-03-312026-05-05

VHT VANGUARD WORLD FD956 shares-3.92%2026-03-312026-05-05

IBMQ ISHARES TR10.0K shares0.33%2026-03-312026-05-05

ETH GRAYSCALE ETHEREUM STAKING12.8K shares8.77%2026-03-312026-05-05

IYW ISHARES TR1.4K shares-0.78%2026-03-312026-05-05

EEM ISHARES TR4.5K shares0.00%2026-03-312026-05-05

Sponsored

CLOZ SERIES PORTFOLIOS TR9.8K sharesnew addition2026-03-312026-05-05

VDE VANGUARD WORLD FD1.5K sharesnew addition2026-03-312026-05-05

CNQ CANADIAN NAT RES LTD MED TER5.2K shares-87.28%2026-03-312026-05-05

FDL FIRST TR EXCHANGE-TRADED FD4.9K sharesnew addition2026-03-312026-05-05

JHG JANUS HENDERSON GROUP PLC4.9K shares6.56%2026-03-312026-05-05

SPG SIMON PPTY GROUP INC NEW1.3K shares-1.65%2026-03-312026-05-05

SOXX ISHARES TR737 sharesnew addition2026-03-312026-05-05

NKE NIKE INC4.5K shares-4.93%2026-03-312026-05-05

Sponsored

SCHV SCHWAB STRATEGIC TR7.8K shares-9.70%2026-03-312026-05-05

NEE NEXTERA ENERGY INC2.6K shares1.26%2026-03-312026-05-05

UNP UNION PAC CORP986 sharesnew addition2026-03-312026-05-05

D DOMINION ENERGY INC3.8K shares4.03%2026-03-312026-05-05

EIX EDISON INTL3.2K sharesnew addition2026-03-312026-05-05

HWM HOWMET AEROSPACE INC1.0K sharesnew addition2026-03-312026-05-05

COWZ PACER FDS TR3.8K sharesnew addition2026-03-312026-05-05

WISDOMTREE TR WISDOMTREE TR6.2K shares0.00%2026-03-312026-05-05

Sponsored

ARES ARES MANAGEMENT CORPORATION2.1K shares-22.87%2026-03-312026-05-05

LYB LYONDELLBASELL INDUSTRIES NV2.9K sharesnew addition2026-03-312026-05-05

POR PORTLAND GEN ELEC CO4.3K sharesnew addition2026-03-312026-05-05

AUTHID INC AUTHID INC173.3K shares0.00%2026-03-312026-05-05

PCYO PURE CYCLE CORP22.3K shares0.00%2026-03-312026-05-05

IDHQ INVESCO EXCH TRADED FD TR II6.3K sharesnew addition2026-03-312026-05-05

HYD VANECK ETF TRUST4.4K shares0.00%2026-03-312026-05-05

PTLC PACER FDS TR4.2K sharesnew addition2026-03-312026-05-05

Sponsored

PYPL PAYPAL HLDGS INC4.8K shares34.93%2026-03-312026-05-05

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET7.2K shares4.68%2026-03-312026-05-05

EGP EASTGROUP PPTYS INC1.2K sharesnew addition2026-03-312026-05-05

TJX TJX COS INC NEW1.3K sharesnew addition2026-03-312026-05-05

FICO FAIR ISAAC CORP200 sharesnew addition2026-03-312026-05-05

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-05-05

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-05-05

VPU VANGUARD WORLD FD1.1K sharesnew addition2026-03-312026-05-05

Sponsored

ADI ANALOG DEVICES INC653 sharesnew addition2026-03-312026-05-05

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC4.5K shares-58.66%2026-03-312026-05-05

IWP ISHARES TR1.6K shares-0.43%2026-03-312026-05-05

FFIC FLUSHING FINL CORP13.5K shares-3.40%2026-03-312026-05-05

KKR & CO INC KKR & CO INC2.2K shares-82.70%2026-03-312026-05-05

BYD BOYD GAMING CORP2.5K sharesnew addition2026-03-312026-05-05

VLUE ISHARES TR1.5K shares-4.54%2026-03-312026-05-05

NTR NUTRIEN LTD2.7K sharesnew addition2026-03-312026-05-05

Sponsored

BNDW VANGUARD SCOTTSDALE FDS3.0K sharesnew addition2026-03-312026-05-05

CHRD CHORD ENERGY CORPORATION1.4K sharesnew addition2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR4.5K shares0.11%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR2.3K sharesnew addition2026-03-312026-05-05

QTUM ETF SER SOLUTIONS1.9K sharesnew addition2026-03-312026-05-05

MKSI MKS INC.875 sharesnew addition2026-03-312026-05-05

VALE VALE S A11.9K sharesnew addition2026-03-312026-05-05

CMPO GPGI INC10.9K sharesnew addition2026-03-312026-05-05

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GRO10.8K shares2.98%2026-03-312026-05-05

F FORD MTR CO15.2K shares-5.47%2026-03-312026-05-05

PDI PIMCO DYNAMIC INCOME FD10.0K sharesnew addition2026-03-312026-05-05

UMC UNITED MICROELECTRONICS CORP16.7K shares11.72%2026-03-312026-05-05

UAMY UNITED STATES ANTIMONY CORP17.0K shares0.36%2026-03-312026-05-05

PATH UIPATH INC11.5K shares-79.64%2026-03-312026-05-05

HLN HALEON PLC11.3K shares2.69%2026-03-312026-05-05

ABEV AMBEV SA33.4K shares0.72%2026-03-312026-05-05

Sponsored

FATE FATE THERAPEUTICS INC70.4K shares0.00%2026-03-312026-05-05

MLCO MELCO RESORTS AND ENTMNT LTD12.0K shares0.00%2026-03-312026-05-05

GRAB GRAB HOLDINGS LIMITED17.1K shares-3.69%2026-03-312026-05-05

WIT WIPRO LTD18.7K shares11.74%2026-03-312026-05-05

ESGV

VANGUARD WORLD FD

-0.24%

Shares692.5K

Event2026-03-31

Filed2026-05-05

GSLC

GOLDMAN SACHS ETF TR

-3.61%

Shares442.6K

Event2026-03-31

Filed2026-05-05

AVUS

AMERICAN CENTY ETF TR

-2.47%

Shares471.9K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

-17.53%

Shares693.6K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

11.16%

Shares464.6K

Event2026-03-31

Filed2026-05-05

AFRM

AFFIRM HLDGS INC

-0.01%

Shares924.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

0.65%

Shares171.1K

Event2026-03-31

Filed2026-05-05

LQD

ISHARES TR

27.64%

Shares304.8K

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

1.52%

Shares419.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-3.97%

Shares119.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

-2.31%

Shares130.0K

Event2026-03-31

Filed2026-05-05

JMBS

JANUS DETROIT STR TR

36.81%

Shares594.1K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

-2.00%

Shares786.7K

Event2026-03-31

Filed2026-05-05

JIRE

J P MORGAN EXCHANGE TRADED F

-16.07%

Shares263.3K

Event2026-03-31

Filed2026-05-05

USFR

WISDOMTREE TR

-24.38%

Shares344.2K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

2.85%

Shares590.2K

Event2026-03-31

Filed2026-05-05

HELO

J P MORGAN EXCHANGE TRADED F

-5.24%

Shares243.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

3.45%

Shares41.8K

Event2026-03-31

Filed2026-05-05

CEMB

ISHARES INC

54.49%

Shares339.2K

Event2026-03-31

Filed2026-05-05

IBND

SPDR SERIES TRUST

New

Shares463.0K

Event2026-03-31

Filed2026-05-05

VGK

VANGUARD INTL EQUITY INDEX F

-12.55%

Shares166.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

1.49%

Shares26.8K

Event2026-03-31

Filed2026-05-05

LEMB

ISHARES INC

124.58%

Shares309.0K

Event2026-03-31

Filed2026-05-05

HON

HONEYWELL INTL INC

32.65%

Shares54.7K

Event2026-03-31

Filed2026-05-05

EMXC

ISHARES INC

New

Shares156.6K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

2.39%

Shares69.9K

Event2026-03-31

Filed2026-05-05

GEV

GE VERNOVA INC

4017.35%

Shares13.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

13.73%

Shares19.1K

Event2026-03-31

Filed2026-05-05

WSML

ISHARES TR

New

Shares362.4K

Event2026-03-31

Filed2026-05-05

IXJ

ISHARES TR

-18.46%

Shares119.7K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-2.91%

Shares24.6K

Event2026-03-31

Filed2026-05-05

HEQT

SIMPLIFY EXCHANGE TRADED FUN

0.72%

Shares333.9K

Event2026-03-31

Filed2026-05-05

GCC

WISDOMTREE TR

-2.85%

Shares436.2K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

0.26%

Shares29.1K

Event2026-03-31

Filed2026-05-05

BSJT

INVESCO EXCH TRD SLF IDX FD

-0.65%

Shares418.7K

Event2026-03-31

Filed2026-05-05

TLT

ISHARES TR

17.95%

Shares99.1K

Event2026-03-31

Filed2026-05-05

BSJQ

INVESCO EXCH TRD SLF IDX FD

1.75%

Shares369.7K

Event2026-03-31

Filed2026-05-05

BSJS

INVESCO EXCH TRD SLF IDX FD

0.69%

Shares383.9K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

-2.09%

Shares37.7K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

1.69%

Shares28.1K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-1.59%

Shares12.1K

Event2026-03-31

Filed2026-05-05

DBAW

DBX ETF TR

7.00%

Shares180.5K

Event2026-03-31

Filed2026-05-05

BSJV

INVESCO EXCH TRD SLF IDX FD

2.90%

Shares282.5K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-0.73%

Shares12.6K

Event2026-03-31

Filed2026-05-05

BLACKROCK INC

0.13%

Shares7.4K

Event2026-03-31

Filed2026-05-05

VEA

VANGUARD TAX-MANAGED FDS

-6.52%

Shares99.9K

Event2026-03-31

Filed2026-05-05

DIVO

AMPLIFY ETF TR

21.50%

Shares141.8K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-9.22%

Shares9.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-6.80%

Shares35.8K

Event2026-03-31

Filed2026-05-05

FLCH

FRANKLIN TEMPLETON ETF TR

-24.15%

Shares247.3K

Event2026-03-31

Filed2026-05-05

IJR

ISHARES TR

-1.47%

Shares42.5K

Event2026-03-31

Filed2026-05-05

JCPB

J P MORGAN EXCHANGE TRADED F

2.17%

Shares108.3K

Event2026-03-31

Filed2026-05-05

IBDT

ISHARES TR

1.09%

Shares195.6K

Event2026-03-31

Filed2026-05-05

IBDS

ISHARES TR

2.89%

Shares203.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-7.00%

Shares17.0K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

-0.15%

Shares9.7K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

0.06%

Shares22.4K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

-1.62%

Shares15.1K

Event2026-03-31

Filed2026-05-05

VERIZON COMMUNICATIONS INC

5.23%

Shares92.7K

Event2026-03-31

Filed2026-05-05

BSCQ

INVESCO EXCH TRD SLF IDX FD

-5.04%

Shares237.5K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

3.53%

Shares10.7K

Event2026-03-31

Filed2026-05-05

EMR

EMERSON ELEC CO

64.78%

Shares35.0K

Event2026-03-31

Filed2026-05-05

AT&T INC

14.16%

Shares157.6K

Event2026-03-31

Filed2026-05-05

CERY

SPDR SERIES TRUST

4.33%

Shares127.1K

Event2026-03-31

Filed2026-05-05

SCHB

SCHWAB STRATEGIC TR

-0.43%

Shares178.2K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

9.89%

Shares191.2K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-8.07%

Shares22.4K

Event2026-03-31

Filed2026-05-05

IBM

INTERNATIONAL BUSINESS MACHS

10.29%

Shares18.0K

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

-3.77%

Shares13.4K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

4.47%

Shares20.4K

Event2026-03-31

Filed2026-05-05

BIIB

BIOGEN INC

25.39%

Shares22.7K

Event2026-03-31

Filed2026-05-05