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The Analysis of LexAurum Advisors, LLC's Holdings & P&L

Currently, LexAurum Advisors, LLC holds 400 types of securities in its portfolio with a total value $771.1M. In the most recent quarter, they have increased their positions in PHYS (+334.1K shares, valued at $11.8M), NNOV (+257.1K shares, valued at $7.2M), GSLC (+51.2K shares, valued at $6.4M); decreased their positions in VTI (-12.9K shares, valued at $4.1M), JPIN (-51.1K shares, valued at $3.6M), BIV (-27.5K shares, valued at $2.1M); initiated new positions in NNOV (+257.1K shares, valued at $7.2M), PBDC (+215.7K shares, valued at $5.9M), N/A (+192.9K shares, valued at $4.9M).

1M P&L

+17.0M+2.36%

3M P&L

-418.2K-0.06%

HY P&L

+32.0M+4.52%

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/A563.6M

78.9%

2Consumer Electronics20.8M

2.9%

3Drug Manufacturers - General17.3M

2.4%

Top Industries by Stock Count

1N/A244 stocks

65.1%

2Utilities - Regulated Electric7 stocks

1.9%

3Oil & Gas Midstream7 stocks

1.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSLC GOLDMAN SACHS ETF TR371.5K shares15.99%2026-03-312026-04-13

JPST J P MORGAN EXCHANGE TRADED F557.4K shares-6.58%2026-03-312026-04-13

GSIE GOLDMAN SACHS ETF TR593.5K shares9.24%2026-03-312026-04-13

AVUS AMERICAN CENTY ETF TR214.5K shares5.31%2026-03-312026-04-13

AAPL APPLE INC82.0K shares12.18%2026-03-312026-04-13

AVIG AMERICAN CENTY ETF TR497.8K shares13.48%2026-03-312026-04-13

PYLD PIMCO ETF TR741.6K shares13.56%2026-03-312026-04-13

SHW SHERWIN WILLIAMS CO45.0K shares-1.33%2026-03-312026-04-13

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL20 shares0.00%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL29.4K shares-3.23%2026-03-312026-04-13

VTI VANGUARD INDEX FDS42.0K shares-23.47%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON54.5K shares-4.84%2026-03-312026-04-13

AVRE AMERICAN CENTY ETF TR286.6K shares29.39%2026-03-312026-04-13

PHYS SPROTT ASSET MANAGEMENT LP345.3K shares2976.03%2026-03-312026-04-13

SCHM SCHWAB STRATEGIC TR383.3K shares0.71%2026-03-312026-04-13

SPEM SPDR INDEX SHS FDS233.5K shares-1.12%2026-03-312026-04-13

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI355.1K shares6.30%2026-03-312026-04-13

SPYG SPDR SERIES TRUST100.6K shares24.41%2026-03-312026-04-13

FIXD FIRST TR EXCHNG TRADED FD VI225.4K shares-4.57%2026-03-312026-04-13

LMBS FIRST TR EXCHANGE-TRADED FD184.1K shares18.04%2026-03-312026-04-13

NVDA NVIDIA CORPORATION46.4K shares-7.12%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS13.4K shares3.12%2026-03-312026-04-13

VCIT VANGUARD SCOTTSDALE FDS94.2K shares39.42%2026-03-312026-04-13

FEOE RBB FUND TRUST145.5K shares51.29%2026-03-312026-04-13

Sponsored

NNOV INNOVATOR ETFS TRUST257.1K sharesnew addition2026-03-312026-04-13

AVSC AMERICAN CENTY ETF TR109.1K shares-10.99%2026-03-312026-04-13

JGRO J P MORGAN EXCHANGE TRADED F80.2K shares23.82%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR84.0K shares2.92%2026-03-312026-04-13

VTV VANGUARD INDEX FDS33.8K shares8.01%2026-03-312026-04-13

ACWI ISHARES TR46.4K shares-9.40%2026-03-312026-04-13

MSFT MICROSOFT CORP17.3K shares3.68%2026-03-312026-04-13

AMZN AMAZON COM INC29.5K shares23.95%2026-03-312026-04-13

Sponsored

LQTI FIRST TR EXCHANGE-TRADED FD307.1K shares26.03%2026-03-312026-04-13

PBDC PUTNAM ETF TRUST215.7K sharesnew addition2026-03-312026-04-13

DGRO ISHARES TR81.4K shares-1.30%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR9.7K shares-25.47%2026-03-312026-04-13

JPIB J P MORGAN EXCHANGE TRADED F103.7K shares18.33%2026-03-312026-04-13

NORTHERN LTS FD TR II NORTHERN LTS FD TR II192.9K sharesnew addition2026-03-312026-04-13

AVUV AMERICAN CENTY ETF TR41.7K shares3.67%2026-03-312026-04-13

FIW FIRST TR EXCHANGE-TRADED FD44.0K shares2.97%2026-03-312026-04-13

Sponsored

QMAG FIRST TR EXCHNG TRADED FD VI187.1K sharesnew addition2026-03-312026-04-13

VO VANGUARD INDEX FDS15.0K shares19.83%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST76.4K shares12.83%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS84.7K shares3.54%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.9K shares2.95%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS49.1K shares-35.95%2026-03-312026-04-13

UNH UNITEDHEALTH GROUP INC12.6K shares17.68%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F55.6K shares-2.84%2026-03-312026-04-13

Sponsored

AVMC AMERICAN CENTY ETF TR43.4K shares8.33%2026-03-312026-04-13

COIN COINBASE GLOBAL INC17.8K shares19.04%2026-03-312026-04-13

AVDE AMERICAN CENTY ETF TR34.8K shares24.01%2026-03-312026-04-13

JCPB J P MORGAN EXCHANGE TRADED F59.9K shares9.82%2026-03-312026-04-13

USVM VICTORY PORTFOLIOS II29.6K sharesnew addition2026-03-312026-04-13

ALPHABET INC ALPHABET INC9.6K shares-14.29%2026-03-312026-04-13

ALPHABET INC ALPHABET INC9.6K shares2.77%2026-03-312026-04-13

XJAN FIRST TR EXCHNG TRADED FD VI75.9K sharesnew addition2026-03-312026-04-13

Sponsored

JPM JPMORGAN CHASE & CO9.3K shares3.65%2026-03-312026-04-13

EYLD CAMBRIA ETF TR65.7K shares9.16%2026-03-312026-04-13

PGEN PRECIGEN INC689.4K shares3.51%2026-03-312026-04-13

BAC-PL BANK AMERICA CORP2.1K shares0.38%2026-03-312026-04-13

AVDV AMERICAN CENTY ETF TR24.8K shares19.65%2026-03-312026-04-13

SCHG SCHWAB STRATEGIC TR81.8K shares5.39%2026-03-312026-04-13

TSLA TESLA INC6.3K shares10.01%2026-03-312026-04-13

CAT CATERPILLAR INC3.3K shares0.64%2026-03-312026-04-13

Sponsored

VTIP VANGUARD MALVERN FDS46.7K shares16.95%2026-03-312026-04-13

SPYM SPDR SERIES TRUST29.6K shares-20.01%2026-03-312026-04-13

LLY ELI LILLY & CO2.5K shares-21.37%2026-03-312026-04-13

META META PLATFORMS INC3.9K shares98.24%2026-03-312026-04-13

BROADCOM INC BROADCOM INC7.2K shares6.57%2026-03-312026-04-13

UXAP FIRST TR EXCHNG TRADED FD VI59.7K shares-31.54%2026-03-312026-04-13

AVLV AMERICAN CENTY ETF TR26.9K shares-8.32%2026-03-312026-04-13

JANUS DETROIT STR TR JANUS DETROIT STR TR40.2K sharesnew addition2026-03-312026-04-13

Sponsored

GRNY TIDAL TRUST I87.4K sharesnew addition2026-03-312026-04-13

SPTM SPDR SERIES TRUST25.5K shares-4.55%2026-03-312026-04-13

JPSE J P MORGAN EXCHANGE TRADED F37.8K shares-23.30%2026-03-312026-04-13

CVX CHEVRON CORPORATION9.6K shares-24.49%2026-03-312026-04-13

JMST J P MORGAN EXCHANGE TRADED F38.4K shares-15.71%2026-03-312026-04-13

XOM EXXON MOBIL CORP11.4K shares-13.60%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS8.9K shares-5.80%2026-03-312026-04-13

DFCF DIMENSIONAL ETF TRUST44.8K shares16.61%2026-03-312026-04-13

Sponsored

QQQM INVESCO EXCH TRADED FD TR II7.9K shares-9.19%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC16.3K shares229.54%2026-03-312026-04-13

LQD ISHARES TR17.0K shares-2.19%2026-03-312026-04-13

MOAT VANECK ETF TRUST18.5K shares198.93%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T2.7K shares7.47%2026-03-312026-04-13

IBIT ISHARES BITCOIN TRUST ETF44.8K shares25.97%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F30.7K shares8.52%2026-03-312026-04-13

IJH ISHARES TR25.0K shares321.16%2026-03-312026-04-13

Sponsored

WFC WELLS FARGO & CO20.5K shares9.33%2026-03-312026-04-13

EFV ISHARES TR21.7K shares1.06%2026-03-312026-04-13

XLRE SELECT SECTOR SPDR TR39.1K shares7.41%2026-03-312026-04-13

SPYD SPDR SERIES TRUST34.9K shares5.36%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC13.2K shares5.45%2026-03-312026-04-13

TMUS T-MOBILE US INC7.5K shares-0.24%2026-03-312026-04-13

SCHB SCHWAB STRATEGIC TR62.5K shares-5.72%2026-03-312026-04-13

RTX RTX CORPORATION8.1K shares-3.04%2026-03-312026-04-13

Sponsored

DGRW WISDOMTREE TR17.7K shares28.49%2026-03-312026-04-13

FAAR FIRST TR EXCHANGE TRAD FD VI45.2K sharesnew addition2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F20.2K shares424.03%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION1.5K shares4.32%2026-03-312026-04-13

SLV ISHARES SILVER TR21.7K shares2.40%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II13.2K shares491.60%2026-03-312026-04-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO27.6K sharesnew addition2026-03-312026-04-13

DBEF DBX ETF TR28.8K sharesnew addition2026-03-312026-04-13

Sponsored

MUB ISHARES TR13.3K shares18.83%2026-03-312026-04-13

WMT WALMART INC11.4K shares0.01%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR44.8K sharesnew addition2026-03-312026-04-13

SIVR ABRDN SILVER ETF TRUST18.8K shares126.60%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR57.2K shares-2.56%2026-03-312026-04-13

QUAL ISHARES TR6.9K shares-23.53%2026-03-312026-04-13

BAR GRANITESHARES GOLD TR28.5K shares175.77%2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS20.4K shares11.99%2026-03-312026-04-13

Sponsored

IEF ISHARES TR13.7K shares-1.42%2026-03-312026-04-13

IVE ISHARES TR6.1K shares22.37%2026-03-312026-04-13

RLTY COHEN & STEERS REAL ESTATE O88.8K shares-3.49%2026-03-312026-04-13

IVV ISHARES TR2.0K shares-25.11%2026-03-312026-04-13

IAGG ISHARES TR25.5K shares35.81%2026-03-312026-04-13

ITOT ISHARES TR8.7K shares4.04%2026-03-312026-04-13

IGLB ISHARES TR25.0K shares-21.27%2026-03-312026-04-13

CGGR CAPITAL GROUP GROWTH ETF30.8K shares-1.12%2026-03-312026-04-13

Sponsored

TLH ISHARES TR12.0K shares-5.11%2026-03-312026-04-13

JPIN J P MORGAN EXCHANGE TRADED F16.8K shares-75.22%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP2.0K shares-38.22%2026-03-312026-04-13

IVW ISHARES TR10.4K shares-9.46%2026-03-312026-04-13

IDMO INVESCO EXCH TRADED FD TR II21.2K sharesnew addition2026-03-312026-04-13

JPUS J P MORGAN EXCHANGE TRADED F8.9K shares-0.81%2026-03-312026-04-13

GE AEROSPACE GE AEROSPACE4.1K shares2.13%2026-03-312026-04-13

ESGD ISHARES TR12.0K shares4.41%2026-03-312026-04-13

Sponsored

XLG INVESCO EXCHANGE TRADED FD T20.8K shares27.20%2026-03-312026-04-13

WFC-PL WELLS FARGO & CO949 shares-2.47%2026-03-312026-04-13

BAC BANK AMERICA CORP22.5K shares-1.24%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS4.5K shares40.26%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST18.6K shares6.42%2026-03-312026-04-13

SPAB SPDR SERIES TRUST41.6K shares6.64%2026-03-312026-04-13

SCHV SCHWAB STRATEGIC TR34.4K shares-0.12%2026-03-312026-04-13

IUSB ISHARES TR22.5K shares-25.72%2026-03-312026-04-13

Sponsored

ET ENERGY TRANSFER L P53.5K shares-45.69%2026-03-312026-04-13

IEMG ISHARES INC14.7K shares19.24%2026-03-312026-04-13

CALAMOS ETF TR CALAMOS ETF TR41.7K sharesnew addition2026-03-312026-04-13

GEV GE VERNOVA INC1.1K shares1.49%2026-03-312026-04-13

SEIE SEI EXCHANGE TRADED FUNDS29.2K shares-12.52%2026-03-312026-04-13

PREF PRINCIPAL EXCHANGE TRADED FD50.2K shares12.76%2026-03-312026-04-13

HEFA ISHARES TR22.1K shares-13.20%2026-03-312026-04-13

MBB ISHARES TR9.9K shares1.86%2026-03-312026-04-13

Sponsored

BND VANGUARD BD INDEX FDS12.7K shares43.61%2026-03-312026-04-13

PULS PGIM ETF TR18.9K sharesnew addition2026-03-312026-04-13

MDYV SPDR SERIES TRUST10.8K shares2.37%2026-03-312026-04-13

PG PROCTER & GAMBLE CO6.3K shares0.69%2026-03-312026-04-13

MDYG SPDR SERIES TRUST9.4K shares0.71%2026-03-312026-04-13

VBR VANGUARD INDEX FDS4.1K shares176.45%2026-03-312026-04-13

NKE NIKE INC16.7K shares-2.31%2026-03-312026-04-13

DE DEERE & CO1.5K shares0.13%2026-03-312026-04-13

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL24.8K sharesnew addition2026-03-312026-04-13

JSCP J P MORGAN EXCHANGE TRADED F17.7K shares-38.62%2026-03-312026-04-13

PHO INVESCO EXCHANGE TRADED FD T12.4K shares-1.80%2026-03-312026-04-13

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD49.7K sharesnew addition2026-03-312026-04-13

ARCC ARES CAPITAL CORP45.7K shares176.31%2026-03-312026-04-13

ISRA VANECK ETF TRUST13.6K sharesnew addition2026-03-312026-04-13

CSCO CISCO SYS INC10.5K shares1.45%2026-03-312026-04-13

VBK VANGUARD INDEX FDS2.7K shares258.13%2026-03-312026-04-13

Sponsored

FALN ISHARES TR29.6K shares15.48%2026-03-312026-04-13

DIS DISNEY WALT CO8.1K shares-10.66%2026-03-312026-04-13

EMXC ISHARES INC9.8K shares-25.30%2026-03-312026-04-13

IDEV ISHARES TR9.1K shares22.08%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC5.8K shares11.95%2026-03-312026-04-13

NULG NUSHARES ETF TR8.3K shares0.50%2026-03-312026-04-13

WMB WILLIAMS COS INC10.3K sharesnew addition2026-03-312026-04-13

AVSU AMERICAN CENTY ETF TR9.9K shares-7.81%2026-03-312026-04-13

Sponsored

HD HOME DEPOT INC2.2K shares-8.70%2026-03-312026-04-13

VRT VERTIV HOLDINGS CO2.9K shares-39.90%2026-03-312026-04-13

SLYV SPDR SERIES TRUST7.3K shares-11.04%2026-03-312026-04-13

INTF ISHARES TR17.6K shares-13.80%2026-03-312026-04-13

SDY SPDR SERIES TRUST4.7K shares0.19%2026-03-312026-04-13

PULT PUTNAM ETF TRUST13.4K shares-7.05%2026-03-312026-04-13

ESGV VANGUARD WORLD FD6.0K shares-3.24%2026-03-312026-04-13

SLYG SPDR SERIES TRUST6.9K shares-51.86%2026-03-312026-04-13

Sponsored

SPSM SPDR SERIES TRUST13.7K shares-4.09%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F12.1K shares10.07%2026-03-312026-04-13

BA BOEING CO3.3K shares0.61%2026-03-312026-04-13

V VISA INC2.2K shares-4.04%2026-03-312026-04-13

JHMD JOHN HANCOCK EXCHANGE TRADED15.4K shares129.66%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC3.9K shares66.54%2026-03-312026-04-13

SHOP SHOPIFY INC5.5K shares2.58%2026-03-312026-04-13

ADX ADAMS DIVERSIFIED EQUITY FD29.7K sharesnew addition2026-03-312026-04-13

Sponsored

VTEB VANGUARD MUN BD FDS13.0K sharesnew addition2026-03-312026-04-13

TFC TRUIST FINL CORP13.8K shares8.03%2026-03-312026-04-13

GLD SPDR GOLD TR1.5K shares40.92%2026-03-312026-04-13

IJK ISHARES TR6.3K shares0.19%2026-03-312026-04-13

PSX PHILLIPS 663.4K shares2.99%2026-03-312026-04-13

XMVM INVESCO EXCHANGE TRADED FD T9.6K sharesnew addition2026-03-312026-04-13

GPIX GOLDMAN SACHS ETF TR12.5K shares-15.26%2026-03-312026-04-13

AME AMETEK INC2.8K shares0.00%2026-03-312026-04-13

Sponsored

SUSB ISHARES TR24.1K shares9.10%2026-03-312026-04-13

BUFQ FIRST TR EXCHNG TRADED FD VI17.0K shares6.24%2026-03-312026-04-13

EMR EMERSON ELEC CO4.6K shares-2.41%2026-03-312026-04-13

PSLV SPROTT ASSET MANAGEMENT LP24.5K sharesnew addition2026-03-312026-04-13

VUG VANGUARD INDEX FDS1.4K shares25.14%2026-03-312026-04-13

WTBA WEST BANCORPORATION INC24.8K shares1.62%2026-03-312026-04-13

CASY CASEYS GEN STORES INC808 shares-0.12%2026-03-312026-04-13

GDXJ VANECK ETF TRUST4.9K shares-11.33%2026-03-312026-04-13

Sponsored

BINC BLACKROCK ETF TRUST II11.2K shares7.99%2026-03-312026-04-13

UBND VICTORY PORTFOLIOS II26.6K shares24.19%2026-03-312026-04-13

VDC VANGUARD WORLD FD2.6K shares-14.82%2026-03-312026-04-13

DVY ISHARES TR3.8K shares-5.03%2026-03-312026-04-13

COWZ PACER FDS TR9.1K shares37.92%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC11.3K shares-19.91%2026-03-312026-04-13

SCHX SCHWAB STRATEGIC TR22.0K shares33.29%2026-03-312026-04-13

VCR VANGUARD WORLD FD1.6K shares-8.47%2026-03-312026-04-13

Sponsored

AGNC AGNC INVT CORP56.0K sharesnew addition2026-03-312026-04-13

LDP COHEN & STEERS LTD DURATION28.1K shares-16.68%2026-03-312026-04-13

VGT VANGUARD WORLD FD803 shares-4.18%2026-03-312026-04-13

SBUX STARBUCKS CORP6.2K shares-6.96%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND1.2K shares-12.70%2026-03-312026-04-13

GRMN GARMIN LTD2.4K shares-3.67%2026-03-312026-04-13

VGM INVESCO TR INVT GRADE MUNS54.9K shares-16.64%2026-03-312026-04-13

KKR & CO INC KKR & CO INC5.8K sharesnew addition2026-03-312026-04-13

Sponsored

IIM INVESCO VALUE MUN INCOME TR43.7K shares-19.25%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR4.0K shares103.03%2026-03-312026-04-13

ABBV ABBVIE INC2.4K shares-1.76%2026-03-312026-04-13

UTF COHEN & STEERS INFRASTRUCTUR20.1K shares-2.43%2026-03-312026-04-13

LNT ALLIANT ENERGY CORP7.2K shares0.00%2026-03-312026-04-13

SUSC ISHARES TR22.3K shares47.48%2026-03-312026-04-13

XLU SELECT SECTOR SPDR TR11.2K shares100.00%2026-03-312026-04-13

COP CONOCOPHILLIPS3.9K shares4.19%2026-03-312026-04-13

Sponsored

CITIGROUP INC CITIGROUP INC4.5K shares10.28%2026-03-312026-04-13

IWP ISHARES TR4.0K sharesnew addition2026-03-312026-04-13

IWM ISHARES TR2.0K shares-1.21%2026-03-312026-04-13

AVSE AMERICAN CENTY ETF TR7.6K shares-9.23%2026-03-312026-04-13

FHLC FIDELITY COVINGTON TRUST7.1K shares-14.96%2026-03-312026-04-13

SPSB SPDR SERIES TRUST16.7K shares4.09%2026-03-312026-04-13

VSMV VICTORY PORTFOLIOS II8.8K shares-7.84%2026-03-312026-04-13

XTEN BONDBLOXX ETF TRUST10.8K shares1.16%2026-03-312026-04-13

Sponsored

CMI CUMMINS INC914 shares3.28%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS3.3K shares4.62%2026-03-312026-04-13

CGMS CAPITAL GRP FIXED INCM ETF T18.0K shares11.94%2026-03-312026-04-13

AMGN AMGEN INC1.4K shares-3.96%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares42.22%2026-03-312026-04-13

DOW DOW HLDGS INC11.5K shares5.55%2026-03-312026-04-13

EVUS ISHARES TR15.0K sharesnew addition2026-03-312026-04-13

FCX FREEPORT MCMORAN INC8.0K sharesnew addition2026-03-312026-04-13

Sponsored

NSC NORFOLK SOUTHN CORP1.6K shares13.40%2026-03-312026-04-13

GM GENERAL MTRS CO6.3K shares-0.02%2026-03-312026-04-13

UXOC FIRST TR EXCHNG TRADED FD VI14.0K shares10.41%2026-03-312026-04-13

SCHW SCHWAB CHARLES CORP4.9K shares13.21%2026-03-312026-04-13

KO COCA COLA CO6.0K shares-7.88%2026-03-312026-04-13

VHT VANGUARD WORLD FD1.7K shares-7.76%2026-03-312026-04-13

IE IVANHOE ELECTRIC INC37.9K shares-53.30%2026-03-312026-04-13

FPH FIVE POINT HOLDINGS LLC91.8K shares-7.39%2026-03-312026-04-13

Sponsored

IYW ISHARES TR2.4K shares-38.76%2026-03-312026-04-13

PEP PEPSICO INC2.8K shares1.54%2026-03-312026-04-13

VST VISTRA CORP2.9K shares96.72%2026-03-312026-04-13

VBIL VANGUARD INSTL INDEX FD5.8K sharesnew addition2026-03-312026-04-13

GLW CORNING INC3.2K shares-16.31%2026-03-312026-04-13

IMTM ISHARES TR9.1K shares-0.81%2026-03-312026-04-13

GLDM WORLD GOLD TR4.7K shares-8.27%2026-03-312026-04-13

HYEM VANECK ETF TRUST21.8K shares8.39%2026-03-312026-04-13

Sponsored

T AT&T INC14.9K shares-47.98%2026-03-312026-04-13

SIL GLOBAL X FDS4.8K shares2.65%2026-03-312026-04-13

VB VANGUARD INDEX FDS1.6K shares-51.90%2026-03-312026-04-13

IJR ISHARES TR3.4K shares0.30%2026-03-312026-04-13

LVHI LEGG MASON ETF INVT10.3K shares2.54%2026-03-312026-04-13

NEE NEXTERA ENERGY INC4.5K shares16.35%2026-03-312026-04-13

SEIS SEI EXCHANGE TRADED FUNDS15.0K shares-6.14%2026-03-312026-04-13

SEEM SEI EXCHANGE TRADED FUNDS12.7K shares-8.65%2026-03-312026-04-13

Sponsored

UXJL FIRST TR EXCHNG TRADED FD VI13.3K shares-53.55%2026-03-312026-04-13

EVRG EVERGY INC5.0K shares-2.04%2026-03-312026-04-13

EOG EOG RES INC2.8K shares0.43%2026-03-312026-04-13

NFLX NETFLIX INC.4.2K shares843.62%2026-03-312026-04-13

TIDAL TRUST III TIDAL TRUST III16.2K sharesnew addition2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR2.7K shares0.00%2026-03-312026-04-13

CTVA CORTEVA INC4.7K shares-0.99%2026-03-312026-04-13

PFE PFIZER INC14.0K shares-3.58%2026-03-312026-04-13

Sponsored

RY ROYAL BK CDA2.4K shares0.00%2026-03-312026-04-13

REMX VANECK ETF TRUST4.4K shares-15.25%2026-03-312026-04-13

IWY ISHARES TR1.6K shares0.90%2026-03-312026-04-13

TSM TAIWAN SEMICONDUCTOR MANUFAC1.2K shares35.41%2026-03-312026-04-13

ALL ALLSTATE CORP1.9K shares-26.86%2026-03-312026-04-13

BTT BLACKROCK MUN TARGET TERM TR17.1K shares-9.51%2026-03-312026-04-13

NUMV NUSHARES ETF TR10.0K shares-3.60%2026-03-312026-04-13

FYC FIRST TR EXCHANGE-TRADED ALP4.0K sharesnew addition2026-03-312026-04-13

Sponsored

OKE ONEOK INC NEW4.3K shares3.76%2026-03-312026-04-13

TOTL SSGA ACTIVE ETF TR9.6K shares-0.52%2026-03-312026-04-13

ORCL ORACLE CORP2.6K shares-2.01%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC1.5K shares-8.36%2026-03-312026-04-13

CFO VICTORY PORTFOLIOS II5.1K shares-19.62%2026-03-312026-04-13

SEIV SEI EXCHANGE TRADED FUNDS9.1K shares23.06%2026-03-312026-04-13

BAI BLACKROCK ETF TRUST11.4K sharesnew addition2026-03-312026-04-13

AMAT APPLIED MATLS INC1.1K shares1.76%2026-03-312026-04-13

Sponsored

SEIM SEI EXCHANGE TRADED FUNDS8.2K shares27.22%2026-03-312026-04-13

AVMV AMERICAN CENTY ETF TR5.0K shares-17.64%2026-03-312026-04-13

SCHO SCHWAB STRATEGIC TR15.1K shares56.83%2026-03-312026-04-13

BNDX VANGUARD CHARLOTTE FDS7.6K shares33.93%2026-03-312026-04-13

KR KROGER CO5.0K shares0.83%2026-03-312026-04-13

PTA COHEN & STEERS TAX ADVAN PFD19.3K shares-13.47%2026-03-312026-04-13

ENB ENBRIDGE INC6.6K shares2.00%2026-03-312026-04-13

EMB ISHARES TR3.8K shares-81.78%2026-03-312026-04-13

Sponsored

GDX VANECK ETF TRUST3.9K shares-16.79%2026-03-312026-04-13

UMBF UMB FINL CORP3.1K shares0.13%2026-03-312026-04-13

BMY BRISTOL-MYERS SQUIBB CO5.8K sharesnew addition2026-03-312026-04-13

CSX CSX CORP8.5K shares0.13%2026-03-312026-04-13

THRO BLACKROCK ETF TRUST9.5K sharesnew addition2026-03-312026-04-13

IMCG ISHARES TR4.4K shares-15.53%2026-03-312026-04-13

TMO THERMO FISHER SCIENTIFIC INC693 shares-10.93%2026-03-312026-04-13

MS MORGAN STANLEY2.1K shares52.89%2026-03-312026-04-13

Sponsored

UPS UNITED PARCEL SVCS INC3.4K shares0.95%2026-03-312026-04-13

USMV ISHARES TR3.6K shares3.93%2026-03-312026-04-13

EMO CLEARBRIDGE ENERGY MIDSTREAM6.4K shares0.00%2026-03-312026-04-13

NUSC NUSHARES ETF TR7.3K shares-25.84%2026-03-312026-04-13

PPA INVESCO EXCHANGE TRADED FD T2.0K sharesnew addition2026-03-312026-04-13

CVS CVS HEALTH CORP4.5K shares-10.22%2026-03-312026-04-13

IWN ISHARES TR1.7K shares-0.12%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC2.0K shares-1.95%2026-03-312026-04-13

Sponsored

QCOM QUALCOMM INC2.4K shares14.62%2026-03-312026-04-13

MCD MCDONALDS CORP993 shares-1.00%2026-03-312026-04-13

GSEW GOLDMAN SACHS ETF TR3.6K shares-4.39%2026-03-312026-04-13

FXO FIRST TR EXCHANGE-TRADED FD5.4K shares-10.43%2026-03-312026-04-13

QALT SEI EXCHANGE TRADED FUNDS11.9K shares-19.12%2026-03-312026-04-13

EPD ENTERPRISE PRODS PARTNERS L8.0K shares-1.48%2026-03-312026-04-13

KMI KINDER MORGAN INC DEL9.0K sharesnew addition2026-03-312026-04-13

MLM MARTIN MARIETTA MATLS INC509 shares-0.59%2026-03-312026-04-13

Sponsored

O REALTY INCOME CORP4.9K shares6.15%2026-03-312026-04-13

FVD FIRST TR EXCHANGE-TRADED FD6.3K shares0.52%2026-03-312026-04-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP867 shares22.80%2026-03-312026-04-13

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D157 shares0.00%2026-03-312026-04-13

SCHA SCHWAB STRATEGIC TR10.2K shares29.26%2026-03-312026-04-13

CRM SALESFORCE INC1.6K shares6.68%2026-03-312026-04-13

CGGO CAPITAL GROUP GBL GROWTH EQT8.7K sharesnew addition2026-03-312026-04-13

SKYY FIRST TR EXCHANGE-TRADED FD2.7K shares0.00%2026-03-312026-04-13

Sponsored

SO SOUTHERN CO3.0K shares0.54%2026-03-312026-04-13

PTLC PACER FDS TR5.4K sharesnew addition2026-03-312026-04-13

IEFA ISHARES TR3.1K shares-7.09%2026-03-312026-04-13

RNP COHEN & STEERS REIT & PFD &14.1K shares19.21%2026-03-312026-04-13

NUBD NUSHARES ETF TR12.5K shares-15.44%2026-03-312026-04-13

CGIC CAPITAL GROUP INTERNATIONAL8.3K sharesnew addition2026-03-312026-04-13

TIP ISHARES TR2.5K shares3.48%2026-03-312026-04-13

UPRO PROSHARES TR2.8K shares13.33%2026-03-312026-04-13

Sponsored

ISRG INTUITIVE SURGICAL INC595 shares10.80%2026-03-312026-04-13

FSK FS KKR CAP CORP26.6K shares-13.05%2026-03-312026-04-13

GWX SPDR INDEX SHS FDS6.4K shares-1.76%2026-03-312026-04-13

PKG PACKAGING CORP AMER1.3K shares1.37%2026-03-312026-04-13

EWZ ISHARES INC6.9K shares-7.42%2026-03-312026-04-13

ARTY ISHARES TR5.7K sharesnew addition2026-03-312026-04-13

CGMM CAPITAL GROUP EQUITY ETF TR9.0K sharesnew addition2026-03-312026-04-13

F FORD MTR CO22.7K shares-2.20%2026-03-312026-04-13

Sponsored

QCOC FIRST TR EXCHNG TRADED FD VI11.9K sharesnew addition2026-03-312026-04-13

RSPT INVESCO EXCHANGE TRADED FD T5.7K shares-7.53%2026-03-312026-04-13

SPMB SPDR SERIES TRUST11.6K shares9.34%2026-03-312026-04-13

XLE SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-04-13

ROK ROCKWELL AUTOMATION INC710 shares6.45%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP908 shares0.78%2026-03-312026-04-13

NTR NUTRIEN LTD3.4K sharesnew addition2026-03-312026-04-13

IJJ ISHARES TR1.9K shares-10.87%2026-03-312026-04-13

Sponsored

IYC ISHARES TR2.6K shares-11.75%2026-03-312026-04-13

UNP UNION PAC CORP1.0K shares-7.33%2026-03-312026-04-13

FTC FIRST TR EXCHANGE-TRADED ALP1.6K shares-5.98%2026-03-312026-04-13

SPYV SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-04-13

WPC WP CAREY INC3.6K shares-0.11%2026-03-312026-04-13

PGR PROGRESSIVE CORP1.2K shares-28.79%2026-03-312026-04-13

PEG PUBLIC SVC ENTERPRISE GROUP3.0K shares5.98%2026-03-312026-04-13

IWB ISHARES TR662 shares0.76%2026-03-312026-04-13

Sponsored

DJAN FIRST TR EXCHNG TRADED FD VI5.4K sharesnew addition2026-03-312026-04-13

SIXG ETF SER SOLUTIONS3.4K sharesnew addition2026-03-312026-04-13

ITA ISHARES TR1.0K shares5.39%2026-03-312026-04-13

CGDV CAPITAL GROUP DIVIDEND VALUE5.3K shares10.48%2026-03-312026-04-13

VCSH VANGUARD SCOTTSDALE FDS2.8K sharesnew addition2026-03-312026-04-13

SUSA ISHARES TR1.7K shares0.24%2026-03-312026-04-13

SLQD ISHARES TR4.4K shares-18.93%2026-03-312026-04-13

CRWD CROWDSTRIKE HLDGS INC563 shares-62.86%2026-03-312026-04-13

Sponsored

MINT PIMCO ETF TR2.1K shares5.71%2026-03-312026-04-13

OKLO OKLO INC4.3K shares-13.70%2026-03-312026-04-13

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC8.6K shares-15.12%2026-03-312026-04-13

NXPI NXP SEMICONDUCTORS N V1.1K shares3.90%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC3.7K sharesnew addition2026-03-312026-04-13

PEO ADAM NAT RES FD INC7.6K sharesnew addition2026-03-312026-04-13

ADI ANALOG DEVICES INC665 sharesnew addition2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC249 shares-31.22%2026-03-312026-04-13

Sponsored

SCCO SOUTHERN COPPER CORP1.2K sharesnew addition2026-03-312026-04-13

AVXL ANAVEX LIFE SCIENCES CORP67.5K sharesnew addition2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.3K shares-13.92%2026-03-312026-04-13

MPC MARATHON PETE CORP841 sharesnew addition2026-03-312026-04-13

XAR SPDR SERIES TRUST805 sharesnew addition2026-03-312026-04-13

USHY ISHARES TR5.5K sharesnew addition2026-03-312026-04-13

OWL BLUE OWL CAPITAL INC21.9K sharesnew addition2026-03-312026-04-13

HTLD HEARTLAND EXPRESS INC19.0K shares0.00%2026-03-312026-04-13

Sponsored

NGL NGL ENERGY PARTNERS LP14.6K shares-50.25%2026-03-312026-04-13

ETHE GRAYSCALE ETHEREUM STAKING E10.4K shares-16.75%2026-03-312026-04-13

NMZ NUVEEN MUN HIGH INCOME OPPOR17.1K shares-70.11%2026-03-312026-04-13

BBN BLACKROCK TAX MUNICPAL BD TR10.6K shares-29.51%2026-03-312026-04-13

INFLEQTION INC INFLEQTION INC15.1K sharesnew addition2026-03-312026-04-13

KD KYNDRYL HLDGS INC10.9K sharesnew addition2026-03-312026-04-13

KLAR KLARNA GROUP PLC10.6K sharesnew addition2026-03-312026-04-13

FSCO FS CREDIT OPPORTUNITIES CORP24.9K shares-28.01%2026-03-312026-04-13

Sponsored

RC READY CAPITAL CORP74.9K shares26.55%2026-03-312026-04-13

NVD GRANITESHARES ETF TR15.0K sharesnew addition2026-03-312026-04-13

DSM BNY MELLON STRATEGIC MUN BD17.2K shares0.00%2026-03-312026-04-13

RIG TRANSOCEAN LTD11.7K shares-0.09%2026-03-312026-04-13

TMC TMC THE METALS COMPANY INC14.4K shares0.00%2026-03-312026-04-13

SLDP SOLID POWER INC11.1K sharesnew addition2026-03-312026-04-13

FTEK FUEL TECH INC14.2K shares0.00%2026-03-312026-04-13

CREATIVE MEDIA & CMNTY TR CREATIVE MEDIA & CMNTY TR16.6K sharesnew addition2026-03-312026-04-13

Sponsored

GSLC

GOLDMAN SACHS ETF TR

15.99%

Shares371.5K

Event2026-03-31

Filed2026-04-13

JPST

J P MORGAN EXCHANGE TRADED F

-6.58%

Shares557.4K

Event2026-03-31

Filed2026-04-13

GSIE

GOLDMAN SACHS ETF TR

9.24%

Shares593.5K

Event2026-03-31

Filed2026-04-13

AVUS

AMERICAN CENTY ETF TR

5.31%

Shares214.5K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

12.18%

Shares82.0K

Event2026-03-31

Filed2026-04-13

AVIG

AMERICAN CENTY ETF TR

13.48%

Shares497.8K

Event2026-03-31

Filed2026-04-13

PYLD

PIMCO ETF TR

13.56%

Shares741.6K

Event2026-03-31

Filed2026-04-13

SHW

SHERWIN WILLIAMS CO

-1.33%

Shares45.0K

Event2026-03-31

Filed2026-04-13

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20

Event2026-03-31

Filed2026-04-13

BERKSHIRE HATHAWAY INC DEL

-3.23%

Shares29.4K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-23.47%

Shares42.0K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-4.84%

Shares54.5K

Event2026-03-31

Filed2026-04-13

AVRE

AMERICAN CENTY ETF TR

29.39%

Shares286.6K

Event2026-03-31

Filed2026-04-13

PHYS

SPROTT ASSET MANAGEMENT LP

2976.03%

Shares345.3K

Event2026-03-31

Filed2026-04-13

SCHM

SCHWAB STRATEGIC TR

0.71%

Shares383.3K

Event2026-03-31

Filed2026-04-13

SPEM

SPDR INDEX SHS FDS

-1.12%

Shares233.5K

Event2026-03-31

Filed2026-04-13

FTGC

FIRST TR EXCHANGE TRAD FD VI

6.30%

Shares355.1K

Event2026-03-31

Filed2026-04-13

SPYG

SPDR SERIES TRUST

24.41%

Shares100.6K

Event2026-03-31

Filed2026-04-13

FIXD

FIRST TR EXCHNG TRADED FD VI

-4.57%

Shares225.4K

Event2026-03-31

Filed2026-04-13

LMBS

FIRST TR EXCHANGE-TRADED FD

18.04%

Shares184.1K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-7.12%

Shares46.4K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

3.12%

Shares13.4K

Event2026-03-31

Filed2026-04-13

VCIT

VANGUARD SCOTTSDALE FDS

39.42%

Shares94.2K

Event2026-03-31

Filed2026-04-13

FEOE

RBB FUND TRUST

51.29%

Shares145.5K

Event2026-03-31

Filed2026-04-13

NNOV

INNOVATOR ETFS TRUST

New

Shares257.1K

Event2026-03-31

Filed2026-04-13

AVSC

AMERICAN CENTY ETF TR

-10.99%

Shares109.1K

Event2026-03-31

Filed2026-04-13

JGRO

J P MORGAN EXCHANGE TRADED F

23.82%

Shares80.2K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

2.92%

Shares84.0K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

8.01%

Shares33.8K

Event2026-03-31

Filed2026-04-13

ACWI

ISHARES TR

-9.40%

Shares46.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

3.68%

Shares17.3K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

23.95%

Shares29.5K

Event2026-03-31

Filed2026-04-13

LQTI

FIRST TR EXCHANGE-TRADED FD

26.03%

Shares307.1K

Event2026-03-31

Filed2026-04-13

PBDC

PUTNAM ETF TRUST

New

Shares215.7K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

-1.30%

Shares81.4K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

-25.47%

Shares9.7K

Event2026-03-31

Filed2026-04-13

JPIB

J P MORGAN EXCHANGE TRADED F

18.33%

Shares103.7K

Event2026-03-31

Filed2026-04-13

NORTHERN LTS FD TR II

New

Shares192.9K

Event2026-03-31

Filed2026-04-13

AVUV

AMERICAN CENTY ETF TR

3.67%

Shares41.7K

Event2026-03-31

Filed2026-04-13

FIW

FIRST TR EXCHANGE-TRADED FD

2.97%

Shares44.0K

Event2026-03-31

Filed2026-04-13

QMAG

FIRST TR EXCHNG TRADED FD VI

New

Shares187.1K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

19.83%

Shares15.0K

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

12.83%

Shares76.4K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

3.54%

Shares84.7K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

2.95%

Shares19.9K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

-35.95%

Shares49.1K

Event2026-03-31

Filed2026-04-13

UNH

UNITEDHEALTH GROUP INC

17.68%

Shares12.6K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

-2.84%

Shares55.6K

Event2026-03-31

Filed2026-04-13

AVMC

AMERICAN CENTY ETF TR

8.33%

Shares43.4K

Event2026-03-31

Filed2026-04-13

COIN

COINBASE GLOBAL INC

19.04%

Shares17.8K

Event2026-03-31

Filed2026-04-13

AVDE

AMERICAN CENTY ETF TR

24.01%

Shares34.8K

Event2026-03-31

Filed2026-04-13

JCPB

J P MORGAN EXCHANGE TRADED F

9.82%

Shares59.9K

Event2026-03-31

Filed2026-04-13

USVM

VICTORY PORTFOLIOS II

New

Shares29.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-14.29%

Shares9.6K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

2.77%

Shares9.6K

Event2026-03-31

Filed2026-04-13

XJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares75.9K

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

3.65%

Shares9.3K

Event2026-03-31

Filed2026-04-13

EYLD

CAMBRIA ETF TR

9.16%

Shares65.7K

Event2026-03-31

Filed2026-04-13

PGEN

PRECIGEN INC

3.51%

Shares689.4K

Event2026-03-31

Filed2026-04-13

BAC-PL

BANK AMERICA CORP

0.38%

Shares2.1K

Event2026-03-31

Filed2026-04-13

AVDV

AMERICAN CENTY ETF TR

19.65%

Shares24.8K

Event2026-03-31

Filed2026-04-13

SCHG

SCHWAB STRATEGIC TR

5.39%

Shares81.8K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

10.01%

Shares6.3K

Event2026-03-31

Filed2026-04-13

CAT

CATERPILLAR INC

0.64%

Shares3.3K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

16.95%

Shares46.7K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

-20.01%

Shares29.6K

Event2026-03-31

Filed2026-04-13

LLY

ELI LILLY & CO

-21.37%

Shares2.5K

Event2026-03-31

Filed2026-04-13