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The Analysis of LEVEL FOUR ADVISORY SERVICES, LLC's Holdings & P&L

Currently, LEVEL FOUR ADVISORY SERVICES, LLC holds 866 types of securities in its portfolio with a total value $3.0B. In the most recent quarter, they have increased their positions in SPYM (+166.7K shares, valued at $12.8M), N/A (+21.0K shares, valued at $12.1M), COST (+7.0K shares, valued at $7.0M); decreased their positions in IWD (-79.5K shares, valued at $17.0M), N/A (-408.7K shares, valued at $15.1M), MU (-24.5K shares, valued at $8.3M); initiated new positions in WTS (+20.4K shares, valued at $5.9M), ELFY (+85.8K shares, valued at $3.4M), N/A (+14.3K shares, valued at $2.8M).

1M P&L

+69.9M+2.45%

3M P&L

+61.6M+2.16%

HY P&L

+251.3M+9.42%

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/A1.1B

41.9%

2Consumer Electronics135.4M

5.3%

3Semiconductors130.4M

5.1%

Top Industries by Stock Count

1N/A356 stocks

45.2%

2Software - Application21 stocks

2.7%

3Utilities - Regulated Electric16 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC485.5K shares-2.52%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR2.3M shares-15.36%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR142.0K shares17.40%2026-03-312026-05-14

MSFT MICROSOFT CORP162.3K shares3.63%2026-03-312026-05-14

AMZN AMAZON COM INC250.7K shares2.78%2026-03-312026-05-14

NVDA NVIDIA CORPORATION295.1K shares4.91%2026-03-312026-05-14

ALPHABET INC ALPHABET INC151.5K shares-5.80%2026-03-312026-05-14

TCAF T ROWE PRICE ETF INC1.2M shares2.97%2026-03-312026-05-14

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS69.0K shares4.78%2026-03-312026-05-14

SPYM SPDR SERIES TRUST529.0K shares46.01%2026-03-312026-05-14

BROADCOM INC BROADCOM INC116.6K shares2.12%2026-03-312026-05-14

JIRE J P MORGAN EXCHANGE TRADED F461.7K shares-9.65%2026-03-312026-05-14

USFR WISDOMTREE TR653.9K shares2.10%2026-03-312026-05-14

SMTH ALPS ETF TR1.2M shares-7.76%2026-03-312026-05-14

ABBV ABBVIE INC132.2K shares0.37%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO95.2K shares-3.70%2026-03-312026-05-14

Sponsored

MOAT VANECK ETF TRUST279.7K shares-5.54%2026-03-312026-05-14

META META PLATFORMS INC44.2K shares2.74%2026-03-312026-05-14

AGG ISHARES TR241.6K shares4.41%2026-03-312026-05-14

WMT WALMART INC183.6K shares0.85%2026-03-312026-05-14

GLD SPDR GOLD TR50.9K shares14.68%2026-03-312026-05-14

PTLC PACER FDS TR367.2K shares0.82%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC53.7K shares-31.32%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II75.8K shares-0.90%2026-03-312026-05-14

Sponsored

GBIL GOLDMAN SACHS ETF TR161.9K shares-0.05%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON66.2K shares-10.13%2026-03-312026-05-14

NEE NEXTERA ENERGY INC171.7K shares-4.52%2026-03-312026-05-14

DSTL ETF SER SOLUTIONS269.8K shares-8.17%2026-03-312026-05-14

RDVY FIRST TR EXCHANGE TRADED FD226.6K shares33.64%2026-03-312026-05-14

CAG CONAGRA BRANDS INC975.0K shares-0.00%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.5K shares-12.96%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC131.8K shares-10.34%2026-03-312026-05-14

Sponsored

UNH UNITEDHEALTH GROUP INC54.6K shares36.11%2026-03-312026-05-14

COP CONOCOPHILLIPS108.8K shares0.27%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T22.1K shares-5.96%2026-03-312026-05-14

SMH VANECK ETF TRUST37.4K shares5.04%2026-03-312026-05-14

ALPHABET INC ALPHABET INC50.0K shares0.94%2026-03-312026-05-14

MS MORGAN STANLEY84.7K shares7.10%2026-03-312026-05-14

SPTI SPDR SERIES TRUST483.3K shares0.13%2026-03-312026-05-14

COWZ PACER FDS TR218.9K shares-7.91%2026-03-312026-05-14

Sponsored

APA CORPORATION APA CORPORATION316.4K shares-4.06%2026-03-312026-05-14

V VISA INC43.8K shares-2.77%2026-03-312026-05-14

SPTL SPDR SERIES TRUST501.9K shares-6.27%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION13.1K shares115.00%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP21.4K shares-12.23%2026-03-312026-05-14

SNDK SANDISK CORP19.3K shares-13.57%2026-03-312026-05-14

VTI VANGUARD INDEX FDS37.7K shares9.42%2026-03-312026-05-14

HD HOME DEPOT INC36.8K shares7.68%2026-03-312026-05-14

Sponsored

IJH ISHARES TR179.1K shares8.82%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC14.2K shares-5.29%2026-03-312026-05-14

IVW ISHARES TR106.4K shares-0.39%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC166.1K shares2.87%2026-03-312026-05-14

KLAC KLA CORP8.0K shares-2.91%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR85.9K shares3.06%2026-03-312026-05-14

PAAA PGIM ETF TR221.8K shares8.00%2026-03-312026-05-14

TJX TJX COS INC NEW70.5K shares-0.99%2026-03-312026-05-14

Sponsored

CVX CHEVRON CORPORATION54.3K shares8.46%2026-03-312026-05-14

CAT CATERPILLAR INC15.7K shares-15.90%2026-03-312026-05-14

CMI CUMMINS INC20.7K shares-5.68%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC54.1K shares4.74%2026-03-312026-05-14

TXN TEXAS INSTRS INC55.4K shares4.32%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP165.6K shares41.31%2026-03-312026-05-14

MCHP MICROCHIP TECHNOLOGY INC.165.8K shares32.84%2026-03-312026-05-14

MCD MCDONALDS CORP31.9K shares6.34%2026-03-312026-05-14

Sponsored

MCK MCKESSON CORP11.3K shares-3.54%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II87.2K shares10.53%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS45.3K shares7.60%2026-03-312026-05-14

TSLA TESLA INC25.5K shares10.20%2026-03-312026-05-14

NFLX NETFLIX INC.97.3K shares17.43%2026-03-312026-05-14

EOG EOG RES INC63.8K shares33.12%2026-03-312026-05-14

FMDE FIDELITY COVINGTON TRUST253.8K shares118.72%2026-03-312026-05-14

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D4.8K shares-0.93%2026-03-312026-05-14

Sponsored

SO SOUTHERN CO93.9K shares94.23%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC74.9K shares-7.97%2026-03-312026-05-14

XOM EXXON MOBIL CORP51.8K shares-30.18%2026-03-312026-05-14

VB VANGUARD INDEX FDS33.4K shares3.25%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T45.5K shares6.10%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS58.0K shares3.09%2026-03-312026-05-14

LW LAMB WESTON HLDGS INC202.4K shares-0.08%2026-03-312026-05-14

KO COCA COLA CO111.7K shares8.53%2026-03-312026-05-14

Sponsored

PYPL PAYPAL HLDGS INC187.5K shares80.26%2026-03-312026-05-14

ALSN ALLISON TRANSMISSION HLDGS I72.4K shares-0.73%2026-03-312026-05-14

MA MASTERCARD INCORPORATED16.9K shares0.89%2026-03-312026-05-14

LOW LOWES COS INC35.6K shares0.81%2026-03-312026-05-14

PTNQ PACER FDS TR115.3K shares0.41%2026-03-312026-05-14

RH RH59.6K shares24.96%2026-03-312026-05-14

ACIO ETF SER SOLUTIONS197.8K shares-0.17%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR267.9K shares0.80%2026-03-312026-05-14

Sponsored

BKNG BOOKING HOLDINGS INC1.9K shares2.63%2026-03-312026-05-14

TWLO TWILIO INC64.3K shares-5.31%2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR49.7K shares44.38%2026-03-312026-05-14

EFA ISHARES TR82.7K shares-32.35%2026-03-312026-05-14

PSX PHILLIPS 6644.0K shares-8.44%2026-03-312026-05-14

VO VANGUARD INDEX FDS27.8K shares15.87%2026-03-312026-05-14

AGCO AGCO CORP66.9K shares0.42%2026-03-312026-05-14

MPWR MONOLITHIC PWR SYS INC7.1K shares-3.11%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS31.8K shares9.70%2026-03-312026-05-14

CEF SPROTT ASSET MANAGEMENT LP161.7K shares-0.30%2026-03-312026-05-14

LEA LEAR CORP63.7K shares-2.44%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC21.5K shares-10.58%2026-03-312026-05-14

SNOW SNOWFLAKE INC50.9K shares8.61%2026-03-312026-05-14

NVO NOVO-NORDISK A S208.9K shares121.89%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN48.7K shares5.45%2026-03-312026-05-14

AFL AFLAC INC69.8K shares6.14%2026-03-312026-05-14

Sponsored

CSCO CISCO SYS INC98.4K shares-2.70%2026-03-312026-05-14

CRM SALESFORCE INC40.9K shares13.04%2026-03-312026-05-14

BAC BANK AMERICA CORP156.3K shares-4.64%2026-03-312026-05-14

GDX VANECK ETF TRUST82.5K shares-0.08%2026-03-312026-05-14

VUG VANGUARD INDEX FDS17.1K shares-0.39%2026-03-312026-05-14

TROW PRICE T ROWE GROUP INC82.1K shares-12.90%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC146.9K shares3.47%2026-03-312026-05-14

PG PROCTER & GAMBLE CO50.7K shares7.08%2026-03-312026-05-14

Sponsored

BLACKROCK INC BLACKROCK INC7.6K shares2.89%2026-03-312026-05-14

IWF ISHARES TR17.1K shares6.38%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR159.2K shares3.79%2026-03-312026-05-14

QCOM QUALCOMM INC55.9K shares3.01%2026-03-312026-05-14

JPEF J P MORGAN EXCHANGE TRADED F100.1K shares-16.41%2026-03-312026-05-14

CTRA COTERRA ENERGY INC204.0K shares3.93%2026-03-312026-05-14

PLD PROLOGIS INC.54.0K shares-6.57%2026-03-312026-05-14

PTMC PACER FDS TR191.7K shares-0.48%2026-03-312026-05-14

Sponsored

RSG REPUBLIC SVCS INC31.9K shares11.48%2026-03-312026-05-14

DUSA DAVIS FUNDAMENTAL ETF TR137.1K shares-9.43%2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC74.4K shares52.20%2026-03-312026-05-14

FAST FASTENAL CO147.9K shares-6.04%2026-03-312026-05-14

XMMO INVESCO EXCHANGE TRADED FD T47.1K shares-14.52%2026-03-312026-05-14

NOW SERVICENOW INC65.3K shares68.90%2026-03-312026-05-14

LLY ELI LILLY & CO7.2K shares3.19%2026-03-312026-05-14

IVV ISHARES TR10.1K shares3.37%2026-03-312026-05-14

Sponsored

IWM ISHARES TR26.6K shares-37.95%2026-03-312026-05-14

MO ALTRIA GROUP INC99.3K shares0.75%2026-03-312026-05-14

IEFA ISHARES TR71.2K shares2.92%2026-03-312026-05-14

PFXF VANECK ETF TRUST365.6K shares-8.36%2026-03-312026-05-14

DGX QUEST DIAGNOSTICS INC32.7K shares-6.24%2026-03-312026-05-14

AMT AMERICAN TOWER CORP36.9K shares21.02%2026-03-312026-05-14

APH AMPHENOL CORP50.2K shares1.24%2026-03-312026-05-14

NEAR ISHARES U S ETF TR124.7K shares0.27%2026-03-312026-05-14

Sponsored

AVUV AMERICAN CENTY ETF TR57.4K shares-3.35%2026-03-312026-05-14

IJUL INNOVATOR ETFS TRUST187.4K shares-0.28%2026-03-312026-05-14

IVE ISHARES TR29.8K shares-0.41%2026-03-312026-05-14

FEZ SPDR INDEX SHS FDS101.4K shares4.06%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS75.0K shares7.90%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F109.5K shares3.94%2026-03-312026-05-14

AMP AMERIPRISE FINL INC13.9K shares15.83%2026-03-312026-05-14

IWR ISHARES TR63.5K shares1.29%2026-03-312026-05-14

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MDB MONGODB INC25.2K shares91.52%2026-03-312026-05-14

IJT ISHARES TR42.5K shares0.00%2026-03-312026-05-14

GATX GATX CORP35.7K shares-1.85%2026-03-312026-05-14

VTV VANGUARD INDEX FDS30.4K shares0.62%2026-03-312026-05-14

WTS WATTS WATER TECHNOLOGIES INC20.4K sharesnew addition2026-03-312026-05-14

AOS SMITH A O CORP89.9K shares2.61%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC17.5K shares0.96%2026-03-312026-05-14

DOCU DOCUSIGN INC121.8K shares24.04%2026-03-312026-05-14

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T211.7K shares20.76%2026-03-312026-05-14

DGRO ISHARES TR81.5K shares-1.50%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC58.1K shares24.55%2026-03-312026-05-14

UNP UNION PAC CORP23.3K shares8.26%2026-03-312026-05-14

EMXC ISHARES INC71.7K shares15.02%2026-03-312026-05-14

ROP ROPER TECHNOLOGIES INC15.8K shares87.83%2026-03-312026-05-14

AMAT APPLIED MATLS INC16.3K shares-55.58%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW42.6K shares2.65%2026-03-312026-05-14

Sponsored

TGT TARGET CORP45.6K shares34.74%2026-03-312026-05-14

PEP PEPSICO INC35.3K shares15.45%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP25.5K shares-55.97%2026-03-312026-05-14

BR BROADRIDGE FINL SOLUTIONS IN33.2K shares35.43%2026-03-312026-05-14

O REALTY INCOME CORP88.1K shares4.72%2026-03-312026-05-14

IJS ISHARES TR45.5K shares0.00%2026-03-312026-05-14

WSM WILLIAMS SONOMA INC29.0K shares-4.07%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR59.6K shares-3.90%2026-03-312026-05-14

Sponsored

IJR ISHARES TR42.1K shares1.45%2026-03-312026-05-14

AMGN AMGEN INC14.9K shares6.70%2026-03-312026-05-14

CMCSA COMCAST CORP NEW180.3K shares62.23%2026-03-312026-05-14

IWP ISHARES TR39.4K shares5.64%2026-03-312026-05-14

RTX RTX CORPORATION25.3K shares-16.96%2026-03-312026-05-14

T AT&T INC166.2K shares-1.54%2026-03-312026-05-14

EEM ISHARES TR84.6K shares125.72%2026-03-312026-05-14

ELV ELEVANCE HEALTH INC FORMERLY16.4K shares46.23%2026-03-312026-05-14

Sponsored

SLV ISHARES SILVER TR70.0K shares22.53%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR95.6K shares-1.85%2026-03-312026-05-14

EPD ENTERPRISE PRODS PARTNERS L123.8K shares-8.59%2026-03-312026-05-14

IJJ ISHARES TR35.3K shares1.93%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC53.9K shares21.76%2026-03-312026-05-14

FLTR VANECK ETF TRUST181.7K shares-7.51%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR31.1K shares2.06%2026-03-312026-05-14

DIS DISNEY WALT CO47.2K shares6.48%2026-03-312026-05-14

Sponsored

CB CHUBB LTD SWITZ13.7K shares1.49%2026-03-312026-05-14

PHM PULTE GROUP INC37.7K shares-6.25%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC27.4K shares22.02%2026-03-312026-05-14

INGR INGREDION INC38.8K shares60.55%2026-03-312026-05-14

OUSM ALPS ETF TR98.8K shares-38.38%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC9.5K shares-0.30%2026-03-312026-05-14

GILD GILEAD SCIENCES INC30.4K shares4.67%2026-03-312026-05-14

FENI FIDELITY COVINGTON TRUST113.1K shares1.77%2026-03-312026-05-14

Sponsored

PLTR PALANTIR TECHNOLOGIES INC28.6K shares13.79%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW155.6K shares293.95%2026-03-312026-05-14

DIVO AMPLIFY ETF TR90.0K shares5.21%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC32.5K shares2.54%2026-03-312026-05-14

STZ CONSTELLATION BRANDS INC26.3K shares40.91%2026-03-312026-05-14

OC OWENS CORNING NEW36.2K shares76.41%2026-03-312026-05-14

DXCM DEXCOM INC61.2K shares7.59%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC8.2K shares-4.02%2026-03-312026-05-14

Sponsored

ENB ENBRIDGE INC69.6K shares246.94%2026-03-312026-05-14

GEV GE VERNOVA INC4.3K shares2.00%2026-03-312026-05-14

CGCP CAPITAL GRP FIXED INCM ETF T162.7K shares-1.41%2026-03-312026-05-14

SIVR ABRDN SILVER ETF TRUST50.4K shares283.03%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC31.1K shares9.12%2026-03-312026-05-14

FIX COMFORT SYS USA INC2.6K shares13.20%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR32.3K shares2.15%2026-03-312026-05-14

WM WASTE MGMT INC DEL15.5K shares0.45%2026-03-312026-05-14

Sponsored

MPC MARATHON PETE CORP14.5K shares-0.79%2026-03-312026-05-14

CME CME GROUP INC12.0K shares-0.26%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC8.0K shares2.50%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC35.3K shares18.67%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F62.1K shares9.20%2026-03-312026-05-14

HDV ISHARES TR25.4K shares-52.96%2026-03-312026-05-14

ASML ASML HLDG NV2.6K shares-12.72%2026-03-312026-05-14

ELFY ALPS ETF TR85.8K sharesnew addition2026-03-312026-05-14

Sponsored

CPRT COPART INC101.2K shares0.05%2026-03-312026-05-14

SPSM SPDR SERIES TRUST68.8K shares24.97%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC12.7K shares5.48%2026-03-312026-05-14

SPYV SPDR SERIES TRUST58.3K shares10.75%2026-03-312026-05-14

TIP ISHARES TR29.5K shares-0.97%2026-03-312026-05-14

VLO VALERO ENERGY CORP13.1K shares2.92%2026-03-312026-05-14

RAL RALLIANT CORP77.3K shares-5.66%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE-TRADED FD73.5K shares422.77%2026-03-312026-05-14

Sponsored

MUB ISHARES TR30.1K shares7.03%2026-03-312026-05-14

MSM MSC INDL DIRECT INC34.6K shares1.02%2026-03-312026-05-14

AXP AMERICAN EXPRESS CO10.5K shares-11.29%2026-03-312026-05-14

ORCL ORACLE CORP21.7K shares2.34%2026-03-312026-05-14

ET ENERGY TRANSFER L P165.0K shares-11.82%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP32.8K shares44.87%2026-03-312026-05-14

SNA SNAP ON INC8.6K shares6.61%2026-03-312026-05-14

IEMG ISHARES INC44.9K shares7.83%2026-03-312026-05-14

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TDG TRANSDIGM GROUP INC2.7K shares-0.41%2026-03-312026-05-14

WSO WATSCO INC8.4K shares49.85%2026-03-312026-05-14

CW CURTISS WRIGHT CORP4.5K shares-1.28%2026-03-312026-05-14

FVD FIRST TR EXCHANGE-TRADED FD63.8K shares47.50%2026-03-312026-05-14

ADI ANALOG DEVICES INC9.4K shares1.82%2026-03-312026-05-14

DVY ISHARES TR19.3K shares7.87%2026-03-312026-05-14

ISCG ISHARES TR53.3K shares-25.79%2026-03-312026-05-14

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CFA VICTORY PORTFOLIOS II31.5K shares-3.53%2026-03-312026-05-14

QYLD GLOBAL X FDS167.4K shares16.70%2026-03-312026-05-14

SHY ISHARES TR34.7K shares-3.91%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL7.3K shares26.85%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC17.2K shares12.82%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC14.3K sharesnew addition2026-03-312026-05-14

FTV FORTIVE CORP50.8K shares-2.17%2026-03-312026-05-14

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ETSY ETSY INC55.7K shares20.15%2026-03-312026-05-14

USMV ISHARES TR29.7K shares6.14%2026-03-312026-05-14

NEM NEWMONT CORP25.4K shares2.14%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR44.8K shares8.26%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE9.7K shares-0.79%2026-03-312026-05-14

SGOV ISHARES TR27.2K shares-4.13%2026-03-312026-05-14

FDX FEDEX CORP7.7K shares36.46%2026-03-312026-05-14

BCI ABRDN ETFS111.8K sharesnew addition2026-03-312026-05-14

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FDVV FIDELITY COVINGTON TRUST48.9K shares1.37%2026-03-312026-05-14

QDPL PACER FDS TR66.7K shares8.97%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST68.7K shares-19.33%2026-03-312026-05-14

GLW CORNING INC19.6K shares16.04%2026-03-312026-05-14

CF CF INDUSTRIES HOLD20.4K shares-55.96%2026-03-312026-05-14

NVS NOVARTIS AG17.3K shares-4.87%2026-03-312026-05-14

USHY ISHARES TR71.6K shares0.60%2026-03-312026-05-14

PFF ISHARES TR87.0K shares-10.53%2026-03-312026-05-14

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BIL SPDR SERIES TRUST28.8K shares24.64%2026-03-312026-05-14

PAYC PAYCOM SOFTWARE INC21.2K shares90.66%2026-03-312026-05-14

ABT ABBOTT LABORATORIES25.1K shares3.03%2026-03-312026-05-14

SHEL SHELL PLC26.3K shares1.31%2026-03-312026-05-14

SPYI NEOS ETF TRUST49.5K shares62.70%2026-03-312026-05-14

WFC WELLS FARGO & CO30.6K shares1.51%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND5.3K shares15.61%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.9K shares-3.24%2026-03-312026-05-14

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NXPI NXP SEMICONDUCTORS N V11.4K shares10.26%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO36.7K shares15.62%2026-03-312026-05-14

Z ZILLOW GROUP INC53.6K shares17.26%2026-03-312026-05-14

LBRT LIBERTY ENERGY INC76.5K shares-6.27%2026-03-312026-05-14

BUG GLOBAL X FDS87.1K shares-44.89%2026-03-312026-05-14

NE NOBLE CORP PLC44.4K shares5.42%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO8.6K shares-16.12%2026-03-312026-05-14

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TLT ISHARES TR24.7K shares-5.07%2026-03-312026-05-14

KKR & CO INC KKR & CO INC22.9K shares53.09%2026-03-312026-05-14

FTEC FIDELITY COVINGTON TRUST10.1K shares23.76%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC18.2K shares-17.60%2026-03-312026-05-14

HCA HCA HEALTHCARE INC4.3K shares-2.24%2026-03-312026-05-14

VALE VALE S A127.1K shares-22.81%2026-03-312026-05-14

IWD ISHARES TR9.4K shares-89.40%2026-03-312026-05-14

EME EMCOR GROUP INC2.7K shares-1.85%2026-03-312026-05-14

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BA BOEING CO10.0K shares30.71%2026-03-312026-05-14

WT WISDOMTREE INC135.5K shares-2.26%2026-03-312026-05-14

LTH LIFE TIME GROUP HOLDINGS INC72.9K shares87.22%2026-03-312026-05-14

D DOMINION ENERGY INC31.7K shares-2.32%2026-03-312026-05-14

LQD ISHARES TR17.7K shares1.97%2026-03-312026-05-14

PAVE GLOBAL X FDS38.0K shares118.68%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC9.2K shares-9.80%2026-03-312026-05-14

SHOP SHOPIFY INC15.8K shares-5.90%2026-03-312026-05-14

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TFC TRUIST FINL CORP40.8K shares-1.84%2026-03-312026-05-14

OSIS OSI SYSTEMS INC7.0K shares-2.13%2026-03-312026-05-14

PFE PFIZER INC66.6K shares-12.45%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR40.4K shares-70.40%2026-03-312026-05-14

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JBTM JBT MAREL CORPORATION14.3K shares-3.80%2026-03-312026-05-14

VBR VANGUARD INDEX FDS8.4K shares32.00%2026-03-312026-05-14

ILCG ISHARES TR19.1K shares-72.12%2026-03-312026-05-14

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SFBS SERVISFIRST BANCSHARES INC24.8K shares0.13%2026-03-312026-05-14

SXI STANDEX INTL CORP7.1K shares-1.06%2026-03-312026-05-14

JMUB J P MORGAN EXCHANGE TRADED F35.5K shares3.52%2026-03-312026-05-14

IEI ISHARES TR14.9K shares80.45%2026-03-312026-05-14

VCLT VANGUARD SCOTTSDALE FDS23.2K shares5.05%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS26.9K shares1.84%2026-03-312026-05-14

TM TOYOTA MOTOR CORP8.3K shares-4.76%2026-03-312026-05-14

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VXUS VANGUARD STAR FDS22.1K shares-8.49%2026-03-312026-05-14

VT VANGUARD INTL EQUITY INDEX F12.3K shares11.81%2026-03-312026-05-14

VOE VANGUARD INDEX FDS9.1K shares4.37%2026-03-312026-05-14

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JCI JOHNSON CONTROLS INTERNATION12.8K shares24.40%2026-03-312026-05-14

MGC VANGUARD WORLD FD7.0K shares0.03%2026-03-312026-05-14

IDEV ISHARES TR19.7K shares18.03%2026-03-312026-05-14

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DFAI DIMENSIONAL ETF TRUST42.1K shares71.18%2026-03-312026-05-14

AYI ACUITY INC5.8K shares10.65%2026-03-312026-05-14

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QUAL ISHARES TR8.4K shares-3.17%2026-03-312026-05-14

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BND VANGUARD BD INDEX FDS21.7K shares-4.62%2026-03-312026-05-14

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VOT VANGUARD INDEX FDS6.2K shares47.84%2026-03-312026-05-14

WMB WILLIAMS COS INC21.7K shares0.56%2026-03-312026-05-14

AVA AVISTA CORP39.3K shares-10.87%2026-03-312026-05-14

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EFAV ISHARES TR17.2K shares-42.93%2026-03-312026-05-14

GTES GATES INDL CORP PLC68.9K shares9.32%2026-03-312026-05-14

UFPT UFP TECHNOLOGIES INC8.0K shares24.86%2026-03-312026-05-14

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POR PORTLAND GEN ELEC CO29.2K shares-16.55%2026-03-312026-05-14

MWA MUELLER WTR PRODS INC56.1K shares0.26%2026-03-312026-05-14

EWY ISHARES INC12.5K sharesnew addition2026-03-312026-05-14

GMAB GENMAB A/S57.0K shares-6.56%2026-03-312026-05-14

VONG VANGUARD SCOTTSDALE FDS13.9K shares25.02%2026-03-312026-05-14

DJD INVESCO EXCHANGE TRADED FD T25.3K shares-8.35%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS33.1K shares-5.10%2026-03-312026-05-14

EHC ENCOMPASS HEALTH CORP15.3K shares41.37%2026-03-312026-05-14

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MELI MERCADOLIBRE INC838 shares16.55%2026-03-312026-05-14

VGT VANGUARD WORLD FD2.1K shares97.14%2026-03-312026-05-14

IBP INSTALLED BLDG PRODS INC5.4K shares2.63%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD36.3K shares23.97%2026-03-312026-05-14

SIL GLOBAL X FDS15.9K shares0.13%2026-03-312026-05-14

RY ROYAL BK CDA8.8K shares-31.15%2026-03-312026-05-14

ITOT ISHARES TR10.0K shares-3.81%2026-03-312026-05-14

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SPBO SPDR SERIES TRUST49.2K shares3.62%2026-03-312026-05-14

EMR EMERSON ELEC CO10.8K shares-4.48%2026-03-312026-05-14

XMHQ INVESCO EXCHANGE TRADED FD T13.6K shares-79.00%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T18.5K shares-77.84%2026-03-312026-05-14

FTXN FIRST TR EXCHANGE TRADED FD36.0K sharesnew addition2026-03-312026-05-14

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EQT CORP EQT CORP21.7K shares30.93%2026-03-312026-05-14

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VBK VANGUARD INDEX FDS4.5K shares0.00%2026-03-312026-05-14

IDV ISHARES TR31.7K shares0.69%2026-03-312026-05-14

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JCPB J P MORGAN EXCHANGE TRADED F28.1K shares378.26%2026-03-312026-05-14

WELL WELLTOWER INC6.5K shares-0.80%2026-03-312026-05-14

MMSI MERIT MED SYS INC18.5K shares8.96%2026-03-312026-05-14

CXT CRANE NXT CO31.3K shares30.29%2026-03-312026-05-14

QQQI NEOS ETF TRUST25.6K sharesnew addition2026-03-312026-05-14

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SHV ISHARES TR11.1K shares8.11%2026-03-312026-05-14

DELL DELL TECHNOLOGIES INC7.4K shares-18.91%2026-03-312026-05-14

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VGIT VANGUARD SCOTTSDALE FDS20.1K shares253.32%2026-03-312026-05-14

ECL ECOLAB INC4.5K shares0.51%2026-03-312026-05-14

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VSEC VSE CORP6.4K shares47.75%2026-03-312026-05-14

GEF GREIF INC17.6K shares-15.21%2026-03-312026-05-14

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MDY STATE STR SPDR S&P MIDCAP 401.9K shares370.13%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS12.9K shares-1.80%2026-03-312026-05-14

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD92.7K shares57.94%2026-03-312026-05-14

CTVA CORTEVA INC13.6K shares12.01%2026-03-312026-05-14

IRM IRON MTN INC DEL11.1K shares0.46%2026-03-312026-05-14

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ALPS ETF TR ALPS ETF TR21.4K shares-6.60%2026-03-312026-05-14

VNT VONTIER CORPORATION31.7K shares19.91%2026-03-312026-05-14

RWL INVESCO EXCH TRADED FD TR II9.8K shares-2.01%2026-03-312026-05-14

SDY SPDR SERIES TRUST7.5K shares-6.41%2026-03-312026-05-14

VPL VANGUARD INTL EQUITY INDEX F11.1K shares4.63%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD9.8K shares17.23%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN5.3K shares8.71%2026-03-312026-05-14

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LINDE PLC LINDE PLC2.2K shares57.00%2026-03-312026-05-14

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MBLY MOBILEYE GLOBAL INC153.9K shares399.05%2026-03-312026-05-14

SBUX STARBUCKS CORP11.7K shares-83.85%2026-03-312026-05-14

VMC VULCAN MATLS CO3.9K shares5.95%2026-03-312026-05-14

AVUS AMERICAN CENTY ETF TR9.4K shares0.00%2026-03-312026-05-14

GDXJ VANECK ETF TRUST8.7K shares-1.14%2026-03-312026-05-14

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TMUS T-MOBILE US INC5.0K shares2.42%2026-03-312026-05-14

RDVI FIRST TR EXCHANGE-TRADED FD40.7K shares113.84%2026-03-312026-05-14

ETR ENTERGY CORP NEW9.2K shares5.48%2026-03-312026-05-14

RACE FERRARI N V3.0K shares56.65%2026-03-312026-05-14

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC42.2K shares46.77%2026-03-312026-05-14

NOC NORTHROP GRUMMAN CORP1.5K shares2.73%2026-03-312026-05-14

COF CAPITAL ONE FINL CORP5.6K shares23.93%2026-03-312026-05-14

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CRWV COREWEAVE INC12.7K shares14.03%2026-03-312026-05-14

ATLASSIAN CORPORATION ATLASSIAN CORPORATION14.3K shares377.05%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD4.8K shares27.78%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR11.9K sharesnew addition2026-03-312026-05-14

GVAL CAMBRIA ETF TR28.9K shares11.42%2026-03-312026-05-14

GRID FIRST TR EXCHANGE-TRADED FD5.8K shares-68.86%2026-03-312026-05-14

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YOU CLEAR SECURE INC19.5K shares68.58%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC3.2K shares3.74%2026-03-312026-05-14

JGRO J P MORGAN EXCHANGE TRADED F11.1K sharesnew addition2026-03-312026-05-14

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XLY SELECT SECTOR SPDR TR8.5K shares5.71%2026-03-312026-05-14

BMI BADGER METER INC6.1K shares0.58%2026-03-312026-05-14

HBAN HUNTINGTON BANCSHARES INC57.9K shares0.15%2026-03-312026-05-14

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HON HONEYWELL INTL INC4.0K shares10.06%2026-03-312026-05-14

PBR PETROLEO BRASILEIRO S A43.1K shares58.06%2026-03-312026-05-14

NRP NATURAL RESOURCE PARTNERS LP7.3K shares0.00%2026-03-312026-05-14

MISL FIRST TR EXCHANGE-TRADED FD19.9K sharesnew addition2026-03-312026-05-14

DGRW WISDOMTREE TR10.0K shares-2.89%2026-03-312026-05-14

CIEN CIENA CORP2.3K shares4.55%2026-03-312026-05-14

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ALHC ALIGNMENT HEALTHCARE INC48.2K sharesnew addition2026-03-312026-05-14

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IDA IDACORP INC5.9K shares-0.86%2026-03-312026-05-14

RGLD ROYAL GOLD INC3.3K shares-0.36%2026-03-312026-05-14

FPE FIRST TR EXCH TRADED FD III47.2K shares8.69%2026-03-312026-05-14

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HWM HOWMET AEROSPACE INC3.6K shares7.55%2026-03-312026-05-14

CAH CARDINAL HEALTH INC3.9K shares1.79%2026-03-312026-05-14

ARGX ARGENX SE1.1K shares1.07%2026-03-312026-05-14

ARKQ ARK ETF TR7.3K sharesnew addition2026-03-312026-05-14

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UNILEVER PLC UNILEVER PLC13.7K shares9.79%2026-03-312026-05-14

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OKE ONEOK INC NEW8.5K shares-30.65%2026-03-312026-05-14

OZK BANK OZK LITTLE ROCK ARK16.7K shares2.19%2026-03-312026-05-14

TXG 10X GENOMICS INC36.1K shares-24.14%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC4.4K shares8.67%2026-03-312026-05-14

IEF ISHARES TR8.0K shares3.10%2026-03-312026-05-14

BRC BRADY CORP9.3K shares-14.64%2026-03-312026-05-14

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.8K shares6.94%2026-03-312026-05-14

VLU SPDR SERIES TRUST3.5K shares14.51%2026-03-312026-05-14

TOWN TOWNEBANK PORTSMOUTH VA22.4K shares0.09%2026-03-312026-05-14

GWW WW GRAINGER INC689 shares-3.91%2026-03-312026-05-14

BLDR BUILDERS FIRSTSOURCE INC9.0K shares112.16%2026-03-312026-05-14

F FORD MTR CO64.2K shares13.17%2026-03-312026-05-14

VIGI VANGUARD WHITEHALL FDS8.3K shares0.00%2026-03-312026-05-14

CELC CELCUITY INC6.4K shares-34.53%2026-03-312026-05-14

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD14.3K shares2.26%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II9.9K shares-0.64%2026-03-312026-05-14

POOL POOL CORP3.6K shares105.69%2026-03-312026-05-14

IBIT ISHARES BITCOIN TRUST ETF18.8K shares-3.58%2026-03-312026-05-14

JXN JACKSON FINANCIAL INC6.8K shares0.43%2026-03-312026-05-14

CELESTICA INC CELESTICA INC2.6K shares-42.80%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I2.5K shares9.70%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-14

Sponsored

JMBS JANUS DETROIT STR TR15.8K shares10.50%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS15.1K shares-2.39%2026-03-312026-05-14

YETI YETI HLDGS INC19.4K shares3.67%2026-03-312026-05-14

SOFI SOFI TECHNOLOGIES INC44.3K shares12.55%2026-03-312026-05-14

AAPL

APPLE INC

-2.52%

Shares485.5K

Event2026-03-31

Filed2026-05-14

ALPS ETF TR

-15.36%

Shares2.3M

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

17.40%

Shares142.0K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

3.63%

Shares162.3K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

2.78%

Shares250.7K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

4.91%

Shares295.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-5.80%

Shares151.5K

Event2026-03-31

Filed2026-05-14

TCAF

T ROWE PRICE ETF INC

2.97%

Shares1.2M

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

4.78%

Shares69.0K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

46.01%

Shares529.0K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

2.12%

Shares116.6K

Event2026-03-31

Filed2026-05-14

JIRE

J P MORGAN EXCHANGE TRADED F

-9.65%

Shares461.7K

Event2026-03-31

Filed2026-05-14

USFR

WISDOMTREE TR

2.10%

Shares653.9K

Event2026-03-31

Filed2026-05-14

SMTH

ALPS ETF TR

-7.76%

Shares1.2M

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

0.37%

Shares132.2K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-3.70%

Shares95.2K

Event2026-03-31

Filed2026-05-14

MOAT

VANECK ETF TRUST

-5.54%

Shares279.7K

Event2026-03-31

Filed2026-05-14