Sponsored

The Analysis of Lloyd Advisory Services, LLC.'s Holdings & P&L

Currently, Lloyd Advisory Services, LLC. holds 864 types of securities in its portfolio with a total value $349.4M. In the most recent quarter, they have increased their positions in SCEC (+2.2M shares, valued at $56.1M), IWY (+163.1K shares, valued at $40.6M), N/A (+1.3M shares, valued at $31.8M); decreased their positions in SPYM (-304.5K shares, valued at $23.3M), SIXO (-573.7K shares, valued at $19.4M), OCTW (-484.0K shares, valued at $18.6M); initiated new positions in N/A (+1.3M shares, valued at $31.8M), NOBL (+37.6K shares, valued at $4.0M), STEW (+154.8K shares, valued at $2.6M).

1M P&L

+4.0M+2.32%

3M P&L

-4.1M-2.25%

HY P&L

-536.0K-0.30%

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/A229.2M

93.5%

2Drug Manufacturers - General1.2M

0.5%

3Medical Distribution1.2M

0.5%

Top Industries by Stock Count

1N/A285 stocks

54.2%

2Utilities - Regulated Electric17 stocks

3.2%

3Software - Infrastructure11 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCEC CAPITOL SER TR2.3M shares3775.80%2026-03-312026-05-13

IWY ISHARES TR168.3K shares3177.39%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS1.3M sharesnew addition2026-03-312026-05-13

IWX ISHARES TR291.6K shares3292.54%2026-03-312026-05-13

EFV ISHARES TR201.8K shares2554.57%2026-03-312026-05-13

IWS ISHARES TR98.6K shares3272.61%2026-03-312026-05-13

EFG ISHARES TR117.7K shares2281.19%2026-03-312026-05-13

IEMG ISHARES INC160.1K shares433.01%2026-03-312026-05-13

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS15.0K shares45.73%2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS74.4K shares3396.71%2026-03-312026-05-13

NVDA NVIDIA CORPORATION26.4K shares648.04%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS19.1K shares13552.86%2026-03-312026-05-13

NOBL PROSHARES TR37.6K sharesnew addition2026-03-312026-05-13

IWP ISHARES TR29.8K shares4117.11%2026-03-312026-05-13

BROADCOM INC BROADCOM INC9.0K shares2938.05%2026-03-312026-05-13

STEW SRH TOTAL RETURN FUND INC154.8K sharesnew addition2026-03-312026-05-13

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC7.4K sharesnew addition2026-03-312026-05-13

V VISA INC13.8K shares11197.54%2026-03-312026-05-13

MUB ISHARES TR19.9K shares14783.58%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO6.4K shares1221.31%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR70.1K shares6298.17%2026-03-312026-05-13

RTX RTX CORPORATION8.4K sharesnew addition2026-03-312026-05-13

XOM EXXON MOBIL CORP9.2K shares421.48%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS62.3K sharesnew addition2026-03-312026-05-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR2.5K shares1000.00%2026-03-312026-05-13

IDEV ISHARES TR16.7K shares19.19%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE4.7K sharesnew addition2026-03-312026-05-13

SPYM SPDR SERIES TRUST15.9K shares-95.04%2026-03-312026-05-13

AGEM ABRDN FDS29.7K shares29.39%2026-03-312026-05-13

KO COCA COLA CO15.6K shares198.54%2026-03-312026-05-13

AAPL APPLE INC4.6K shares96.59%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP5.4K shares1768.38%2026-03-312026-05-13

Sponsored

STERLING CAP FDS STERLING CAP FDS45.0K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC3.6K shares379.30%2026-03-312026-05-13

SMH VANECK ETF TRUST2.6K sharesnew addition2026-03-312026-05-13

AGG ISHARES TR10.1K sharesnew addition2026-03-312026-05-13

CME CME GROUP INC3.4K shares600.21%2026-03-312026-05-13

SIXO AIM ETF PRODUCTS TRUST29.1K shares-95.17%2026-03-312026-05-13

WTRG ESSENTIAL UTILS INC23.1K sharesnew addition2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC3.5K shares2092.50%2026-03-312026-05-13

Sponsored

OCTW AIM ETF PRODUCTS TRUST23.4K shares-95.39%2026-03-312026-05-13

R RYDER SYS INC4.2K sharesnew addition2026-03-312026-05-13

MU MICRON TECHNOLOGY INC2.5K sharesnew addition2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.4K shares247.93%2026-03-312026-05-13

TUA SIMPLIFY EXCHANGE TRADED FUN38.3K shares-94.47%2026-03-312026-05-13

ATRO ASTRONICS CORP11.8K sharesnew addition2026-03-312026-05-13

SEPW AIM ETF PRODUCTS TRUST24.2K shares-95.15%2026-03-312026-05-13

ED CONSOLIDATED EDISON INC6.5K sharesnew addition2026-03-312026-05-13

Sponsored

VEA VANGUARD TAX-MANAGED FDS11.4K shares189150.00%2026-03-312026-05-13

PLD PROLOGIS INC.5.3K shares228.18%2026-03-312026-05-13

CVX CHEVRON CORPORATION3.4K shares166.56%2026-03-312026-05-13

CSCO CISCO SYS INC9.0K shares145.02%2026-03-312026-05-13

IDA IDACORP INC4.8K sharesnew addition2026-03-312026-05-13

NI NISOURCE INC14.6K shares69395.24%2026-03-312026-05-13

EXC EXELON CORP13.8K shares114641.67%2026-03-312026-05-13

ABBV ABBVIE INC3.1K shares170.11%2026-03-312026-05-13

Sponsored

LMT LOCKHEED MARTIN CORP1.1K shares108400.00%2026-03-312026-05-13

CINF CINCINNATI FINL CORP4.2K sharesnew addition2026-03-312026-05-13

ITA ISHARES TR3.0K shares7097.56%2026-03-312026-05-13

DLR DIGITAL RLTY TR INC3.6K sharesnew addition2026-03-312026-05-13

STRL STERLING INFRASTRUCTURE INC1.6K sharesnew addition2026-03-312026-05-13

JULW AIM ETF PRODUCTS TRUST16.4K shares-94.45%2026-03-312026-05-13

GPC GENUINE PARTS CO6.0K shares3542.68%2026-03-312026-05-13

CNA CNA FINL CORP13.5K shares2483.21%2026-03-312026-05-13

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC5.3K shares718.62%2026-03-312026-05-13

REG REGENCY CTRS CORP8.1K sharesnew addition2026-03-312026-05-13

EMR EMERSON ELEC CO4.5K shares89640.00%2026-03-312026-05-13

HON HONEYWELL INTL INC2.6K sharesnew addition2026-03-312026-05-13

ALLE ALLEGION PLC4.0K sharesnew addition2026-03-312026-05-13

DECU AIM ETF PRODUCTS TRUST21.6K shares-94.10%2026-03-312026-05-13

AFL AFLAC INC5.2K sharesnew addition2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.9K shares327.52%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC646 sharesnew addition2026-03-312026-05-13

SJM SMUCKER J M CO5.8K shares2237.60%2026-03-312026-05-13

MSFT MICROSOFT CORP1.4K shares40.27%2026-03-312026-05-13

CRS CARPENTER TECHNOLOGY CORP1.3K sharesnew addition2026-03-312026-05-13

IVE ISHARES TR2.4K shares-54.05%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR3.6K sharesnew addition2026-03-312026-05-13

WM WASTE MGMT INC DEL2.1K shares13653.33%2026-03-312026-05-13

AMZN AMAZON COM INC2.3K shares28.40%2026-03-312026-05-13

Sponsored

IUSB ISHARES TR10.0K shares294.82%2026-03-312026-05-13

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.2K shares298.63%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP1.7K sharesnew addition2026-03-312026-05-13

IVW ISHARES TR3.9K shares-55.86%2026-03-312026-05-13

VTV VANGUARD INDEX FDS2.1K shares1752.17%2026-03-312026-05-13

ROAD CONSTRUCTION PARTNERS INC3.5K sharesnew addition2026-03-312026-05-13

SEPZ ELEVATION SERIES TRUST9.6K shares-95.10%2026-03-312026-05-13

DGRW WISDOMTREE TR4.4K sharesnew addition2026-03-312026-05-13

Sponsored

DYNF BLACKROCK ETF TRUST6.5K shares-66.51%2026-03-312026-05-13

ONEZ ELEVATION SERIES TRUST14.9K shares-95.21%2026-03-312026-05-13

SHV ISHARES TR3.4K shares67500.00%2026-03-312026-05-13

TSLA TESLA INC987 shares142.51%2026-03-312026-05-13

CORO BLACKROCK ETF TRUST10.9K sharesnew addition2026-03-312026-05-13

SOXX ISHARES TR1.1K sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC411 sharesnew addition2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS5.8K shares292.45%2026-03-312026-05-13

Sponsored

EVRG EVERGY INC4.2K sharesnew addition2026-03-312026-05-13

SPTL SPDR SERIES TRUST13.0K shares-25.77%2026-03-312026-05-13

XAR SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-05-13

CNP CENTERPOINT ENERGY INC7.9K shares1706.85%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO1.4K shares561.95%2026-03-312026-05-13

WINN HARBOR ETF TRUST12.3K sharesnew addition2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP973 sharesnew addition2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.4K shares297.50%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC939 shares68.88%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR7.2K sharesnew addition2026-03-312026-05-13

HDV ISHARES TR2.4K sharesnew addition2026-03-312026-05-13

EIX EDISON INTL4.4K shares2285.25%2026-03-312026-05-13

FUTY FIDELITY COVINGTON TRUST5.4K sharesnew addition2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN1.6K sharesnew addition2026-03-312026-05-13

HWM HOWMET AEROSPACE INC1.4K shares3400.00%2026-03-312026-05-13

QQQE DIREXION SHARES ETF TRUST3.1K sharesnew addition2026-03-312026-05-13

Sponsored

QUAL ISHARES TR1.6K shares-87.36%2026-03-312026-05-13

LLY ELI LILLY & CO320 shares720.51%2026-03-312026-05-13

MGK VANGUARD WORLD FD799 shares42.93%2026-03-312026-05-13

SAH SONIC AUTOMOTIVE INC4.3K sharesnew addition2026-03-312026-05-13

NTES NETEASE COM INC2.6K sharesnew addition2026-03-312026-05-13

HTRB HARTFORD FDS EXCHANGE TRADED8.4K shares19971.43%2026-03-312026-05-13

WMT WALMART INC2.3K shares2.79%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR5.8K sharesnew addition2026-03-312026-05-13

Sponsored

ELEVATION SERIES TRUST ELEVATION SERIES TRUST12.7K sharesnew addition2026-03-312026-05-13

SCCO SOUTHERN COPPER CORP1.6K shares710.50%2026-03-312026-05-13

COHERENT CORP COHERENT CORP1.2K sharesnew addition2026-03-312026-05-13

ESS ESSEX PPTY TR INC1.1K sharesnew addition2026-03-312026-05-13

AEGON LTD AEGON LTD37.8K sharesnew addition2026-03-312026-05-13

J JACOBS SOLUTIONS INC2.2K sharesnew addition2026-03-312026-05-13

ITRI ITRON INC3.0K sharesnew addition2026-03-312026-05-13

GOVT ISHARES TR11.7K shares3463.00%2026-03-312026-05-13

Sponsored

IVV ISHARES TR401 shares-73.05%2026-03-312026-05-13

BIL SPDR SERIES TRUST2.8K shares21.49%2026-03-312026-05-13

WMB WILLIAMS COS INC3.5K sharesnew addition2026-03-312026-05-13

MBB ISHARES TR2.7K shares82.19%2026-03-312026-05-13

XMPT VANECK ETF TRUST11.9K sharesnew addition2026-03-312026-05-13

CELH CELSIUS HLDGS INC7.1K sharesnew addition2026-03-312026-05-13

LITE LUMENTUM HLDGS INC345 sharesnew addition2026-03-312026-05-13

IAUM ISHARES GOLD TR5.2K sharesnew addition2026-03-312026-05-13

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TLT ISHARES TR2.8K sharesnew addition2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.2K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC812 shares124.93%2026-03-312026-05-13

BP BP PLC4.9K shares1321.04%2026-03-312026-05-13

META META PLATFORMS INC391 shares58.30%2026-03-312026-05-13

STERLING CAP FDS STERLING CAP FDS8.9K sharesnew addition2026-03-312026-05-13

BILZ PIMCO ETF TR2.2K shares-94.38%2026-03-312026-05-13

FGD FIRST TR EXCHANGE-TRADED FD6.8K shares601.96%2026-03-312026-05-13

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI4.9K shares12497.44%2026-03-312026-05-13

WDIV SPDR INDEX SHS FDS2.8K shares672.14%2026-03-312026-05-13

PZA INVESCO EXCH TRADED FD TR II9.1K shares1279.49%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD5.2K sharesnew addition2026-03-312026-05-13

SNPS SYNOPSYS INC500 shares1288.89%2026-03-312026-05-13

AGGY WISDOMTREE TR4.5K shares9862.22%2026-03-312026-05-13

BAI BLACKROCK ETF TRUST5.9K shares-55.23%2026-03-312026-05-13

ELEVATION SERIES TRUST ELEVATION SERIES TRUST5.3K shares-94.80%2026-03-312026-05-13

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD3.7K sharesnew addition2026-03-312026-05-13

MAGS LISTED FDS TR3.2K sharesnew addition2026-03-312026-05-13

OKE ONEOK INC NEW2.0K shares4364.44%2026-03-312026-05-13

VUG VANGUARD INDEX FDS416 shares-88.64%2026-03-312026-05-13

DECZ ELEVATION SERIES TRUST4.6K shares-94.91%2026-03-312026-05-13

AA ALCOA CORP2.7K sharesnew addition2026-03-312026-05-13

AUGZ ELEVATION SERIES TRUST4.3K shares142866.67%2026-03-312026-05-13

INTC INTEL CORP3.9K sharesnew addition2026-03-312026-05-13

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SCHD SCHWAB STRATEGIC TR5.6K shares42.26%2026-03-312026-05-13

GSEP FIRST TR EXCHNG TRADED FD VI4.4K shares-96.99%2026-03-312026-05-13

VTI VANGUARD INDEX FDS511 shares1402.94%2026-03-312026-05-13

FOLD AMICUS THERAPEUTIC11.3K sharesnew addition2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS505 sharesnew addition2026-03-312026-05-13

SNDK SANDISK CORP254 sharesnew addition2026-03-312026-05-13

TER TERADYNE INC539 sharesnew addition2026-03-312026-05-13

VGLT VANGUARD SCOTTSDALE FDS2.8K shares1302.46%2026-03-312026-05-13

Sponsored

KALU KAISER ALUMINIUM CORPORATION1.3K sharesnew addition2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS3.2K shares512.93%2026-03-312026-05-13

FCX FREEPORT MCMORAN INC2.6K sharesnew addition2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T2.8K shares41.46%2026-03-312026-05-13

IQDG WISDOMTREE TR3.8K sharesnew addition2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD2.4K sharesnew addition2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC550 sharesnew addition2026-03-312026-05-13

TT TRANE TECHNOLOGIES PLC353 sharesnew addition2026-03-312026-05-13

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EUAD SPINNAKER ETF SERIES3.6K sharesnew addition2026-03-312026-05-13

USFR WISDOMTREE TR2.9K sharesnew addition2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II2.7K shares89.90%2026-03-312026-05-13

IJR ISHARES TR1.1K shares126.80%2026-03-312026-05-13

CRUS CIRRUS LOGIC INC969 sharesnew addition2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND300 shares248.84%2026-03-312026-05-13

THRO BLACKROCK ETF TRUST3.8K shares-63.92%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T209 shares-91.14%2026-03-312026-05-13

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HUSV FIRST TR EXCH TRADED FD III3.5K sharesnew addition2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40213 shares162.96%2026-03-312026-05-13

SHLD GLOBAL X FDS1.8K shares-46.06%2026-03-312026-05-13

USMC PRINCIPAL EXCHANGE TRADED FD2.0K sharesnew addition2026-03-312026-05-13

HD HOME DEPOT INC397 shares-80.05%2026-03-312026-05-13

JANW AIM ETF PRODUCTS TRUST3.6K shares-86.33%2026-03-312026-05-13

ETR ENTERGY CORP NEW1.2K shares10427.27%2026-03-312026-05-13

DECW AIM ETF PRODUCTS TRUST3.9K shares-86.17%2026-03-312026-05-13

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ICVT ISHARES TR1.2K shares1803.08%2026-03-312026-05-13

JULU AIM ETF PRODUCTS TRUST4.2K shares-94.96%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR803 shares161.56%2026-03-312026-05-13

VO VANGUARD INDEX FDS400 sharesnew addition2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F2.2K shares-37.02%2026-03-312026-05-13

T AT&T INC3.9K shares-63.96%2026-03-312026-05-13

SPYG SPDR SERIES TRUST1.2K shares-91.17%2026-03-312026-05-13

NEE NEXTERA ENERGY INC1.2K sharesnew addition2026-03-312026-05-13

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD6.4K sharesnew addition2026-03-312026-05-13

IVT INVENTRUST PPTYS CORP3.4K shares1473.02%2026-03-312026-05-13

VGSH VANGUARD SCOTTSDALE FDS1.8K shares-68.53%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS2.2K sharesnew addition2026-03-312026-05-13

CAT CATERPILLAR INC137 sharesnew addition2026-03-312026-05-13

LTPZ PIMCO ETF TR1.9K shares-96.25%2026-03-312026-05-13

XTEN BONDBLOXX ETF TRUST2.0K shares466.20%2026-03-312026-05-13

OCTZ ELEVATION SERIES TRUST2.3K shares-94.04%2026-03-312026-05-13

Sponsored

NFLX NETFLIX INC.964 shares221.33%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP328 sharesnew addition2026-03-312026-05-13

PG PROCTER & GAMBLE CO626 sharesnew addition2026-03-312026-05-13

IBIT ISHARES BITCOIN TRUST ETF2.3K shares7.62%2026-03-312026-05-13

CSX CSX CORP2.2K sharesnew addition2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS1.1K sharesnew addition2026-03-312026-05-13

GEM GOLDMAN SACHS ETF TR2.0K sharesnew addition2026-03-312026-05-13

TROW PRICE T ROWE GROUP INC941 sharesnew addition2026-03-312026-05-13

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EDIV SPDR INDEX SHS FDS2.1K shares446.61%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR3.3K shares-84.57%2026-03-312026-05-13

AVLC AMERICAN CENTY ETF TR1.1K shares-86.32%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION82 shares-34.92%2026-03-312026-05-13

PULS PGIM ETF TR1.6K sharesnew addition2026-03-312026-05-13

DGRO ISHARES TR1.1K shares12600.00%2026-03-312026-05-13

MTUM ISHARES TR334 shares-82.21%2026-03-312026-05-13

ELEVATION SERIES TRUST ELEVATION SERIES TRUST3.3K sharesnew addition2026-03-312026-05-13

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PIMCO ETF TR PIMCO ETF TR1.7K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR3.1K shares-94.87%2026-03-312026-05-13

DECT AIM ETF PRODUCTS TRUST2.2K shares-92.69%2026-03-312026-05-13

SPUC SIMPLIFY EXCHANGE TRADED FUN1.8K shares-94.84%2026-03-312026-05-13

WFC WELLS FARGO & CO979 shares79.30%2026-03-312026-05-13

SPYV SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-13

MINT PIMCO ETF TR754 shares-85.50%2026-03-312026-05-13

JUNT AIM ETF PRODUCTS TRUST2.1K sharesnew addition2026-03-312026-05-13

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BIV VANGUARD BD INDEX FDS962 sharesnew addition2026-03-312026-05-13

IJH ISHARES TR1.1K sharesnew addition2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP1.1K sharesnew addition2026-03-312026-05-13

ELEVATION SERIES TRUST ELEVATION SERIES TRUST3.5K sharesnew addition2026-03-312026-05-13

USMV ISHARES TR749 shares-61.33%2026-03-312026-05-13

SPD SIMPLIFY EXCHANGE TRADED FUN1.9K shares-96.04%2026-03-312026-05-13

USIG ISHARES TR1.3K shares2238.60%2026-03-312026-05-13

SEPT AIM ETF PRODUCTS TRUST2.0K shares-92.67%2026-03-312026-05-13

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ISMF BLACKROCK ETF TRUST2.4K sharesnew addition2026-03-312026-05-13

BLCR BLACKROCK ETF TRUST1.6K sharesnew addition2026-03-312026-05-13

SPYC SIMPLIFY EXCHANGE TRADED FUN1.6K shares-95.97%2026-03-312026-05-13

AVMC AMERICAN CENTY ETF TR874 shares-84.75%2026-03-312026-05-13

SYSB ISHARES TR702 shares210.62%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL127 shares-35.53%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T315 sharesnew addition2026-03-312026-05-13

EFA ISHARES TR621 sharesnew addition2026-03-312026-05-13

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CAH CARDINAL HEALTH INC284 sharesnew addition2026-03-312026-05-13

ADM ARCHER DANIELS MIDLAND CO819 shares5750.00%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS796 sharesnew addition2026-03-312026-05-13

JANT AIM ETF PRODUCTS TRUST1.4K shares-11.34%2026-03-312026-05-13

TYA SIMPLIFY EXCHANGE TRADED FUN4.4K shares-96.63%2026-03-312026-05-13

PEP PEPSICO INC371 shares-68.29%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC282 shares-6.62%2026-03-312026-05-13

TGT TARGET CORP472 sharesnew addition2026-03-312026-05-13

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IGEB ISHARES TR1.3K sharesnew addition2026-03-312026-05-13

ZROZ PIMCO ETF TR887 shares-82.88%2026-03-312026-05-13

PEG PUBLIC SVC ENTERPRISE GROUP696 shares7633.33%2026-03-312026-05-13

NOC NORTHROP GRUMMAN CORP82 sharesnew addition2026-03-312026-05-13

APD AIR PRODUCTS AND CHEMICALS I191 shares91.00%2026-03-312026-05-13

LEG LEGGETT & PLATT INC5.6K sharesnew addition2026-03-312026-05-13

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW518 sharesnew addition2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR1.9K shares-0.74%2026-03-312026-05-13

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BEN FRANKLIN RESOURCES INC2.3K shares11405.00%2026-03-312026-05-13

EEM ISHARES TR947 sharesnew addition2026-03-312026-05-13

JULT AIM ETF PRODUCTS TRUST1.2K sharesnew addition2026-03-312026-05-13

KMB KIMBERLY-CLARK CORP552 shares-52.50%2026-03-312026-05-13

XEL XCEL ENERGY INC670 shares-76.23%2026-03-312026-05-13

NVO NOVO-NORDISK A S1.4K sharesnew addition2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC402 shares-54.78%2026-03-312026-05-13

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD4.0K shares1068.90%2026-03-312026-05-13

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ARKQ ARK ETF TR445 sharesnew addition2026-03-312026-05-13

BITB BITWISE BITCOIN ETF TR1.4K sharesnew addition2026-03-312026-05-13

WELL WELLTOWER INC248 sharesnew addition2026-03-312026-05-13

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC638 sharesnew addition2026-03-312026-05-13

VGT VANGUARD WORLD FD69 shares176.00%2026-03-312026-05-13

FPE FIRST TR EXCH TRADED FD III2.7K sharesnew addition2026-03-312026-05-13

ARTY ISHARES TR1.0K shares889.32%2026-03-312026-05-13

APP APPLOVIN CORP118 shares15.69%2026-03-312026-05-13

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TXN TEXAS INSTRS INC240 shares-55.14%2026-03-312026-05-13

ITB ISHARES TR501 sharesnew addition2026-03-312026-05-13

SHOC EA SERIES TRUST619 sharesnew addition2026-03-312026-05-13

SPMO INVESCO EXCH TRADED FD TR II391 shares598.21%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS931 sharesnew addition2026-03-312026-05-13

GLDM WORLD GOLD TR469 shares-97.96%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR492 shares355.56%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS488 sharesnew addition2026-03-312026-05-13

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SIXJ AIM ETF PRODUCTS TRUST1.3K shares-58.74%2026-03-312026-05-13

ALL ALLSTATE CORP203 shares84.55%2026-03-312026-05-13

IMCG ISHARES TR531 shares-97.23%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR516 shares-83.78%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC334 shares4671.43%2026-03-312026-05-13

MCK MCKESSON CORP46 shares-96.73%2026-03-312026-05-13

IWF ISHARES TR92 shares-83.51%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T518 sharesnew addition2026-03-312026-05-13

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ATO ATMOS ENERGY CORP210 shares-25.53%2026-03-312026-05-13

NUBD NUSHARES ETF TR1.7K sharesnew addition2026-03-312026-05-13

SNX TD SYNNEX CORPORATION229 shares8.53%2026-03-312026-05-13

FLV AMERICAN CENTY ETF TR494 shares-84.18%2026-03-312026-05-13

ICSH ISHARES TR746 shares4562.50%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC834 sharesnew addition2026-03-312026-05-13

IEFA ISHARES TR416 shares43.94%2026-03-312026-05-13

BOTZ GLOBAL X FDS1.1K sharesnew addition2026-03-312026-05-13

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COWZ PACER FDS TR578 sharesnew addition2026-03-312026-05-13

QGRO AMERICAN CENTY ETF TR341 shares-85.51%2026-03-312026-05-13

NAD NUVEEN QUALITY MUNCP INCOME3.1K sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP396 sharesnew addition2026-03-312026-05-13

VRSN VERISIGN INC143 shares45.92%2026-03-312026-05-13

OII OCEANEERING INTL INC1.0K sharesnew addition2026-03-312026-05-13

SPSM SPDR SERIES TRUST733 sharesnew addition2026-03-312026-05-13

FTNT FORTINET INC431 shares181.70%2026-03-312026-05-13

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PPC PILGRIMS PRIDE CORP928 shares-44.06%2026-03-312026-05-13

IWM ISHARES TR141 sharesnew addition2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS369 sharesnew addition2026-03-312026-05-13

APPS DIGITAL TURBINE INC12.0K sharesnew addition2026-03-312026-05-13

IXUS ISHARES TR399 sharesnew addition2026-03-312026-05-13

NULG NUSHARES ETF TR378 sharesnew addition2026-03-312026-05-13

FSK FS KKR CAP CORP3.4K sharesnew addition2026-03-312026-05-13

ASML ASML HLDG NV26 shares23.81%2026-03-312026-05-13

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COMT ISHARES U S ETF TR1.0K shares1696.43%2026-03-312026-05-13

RCL ROYAL CARIBBEAN GROUP123 sharesnew addition2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-13

INCY INCYTE CORP352 shares-52.94%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC272 shares-71.55%2026-03-312026-05-13

BILT BLACKROCK ETF TRUST1.1K sharesnew addition2026-03-312026-05-13

SPTM SPDR SERIES TRUST398 shares-92.08%2026-03-312026-05-13

SNA SNAP ON INC85 shares8400.00%2026-03-312026-05-13

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FBCG FIDELITY COVINGTON TRUST611 sharesnew addition2026-03-312026-05-13

ISHARES U S ETF TR ISHARES U S ETF TR1.0K sharesnew addition2026-03-312026-05-13

SLV ISHARES SILVER TR448 shares-90.38%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC602 shares-90.04%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC182 shares-81.12%2026-03-312026-05-13

VB VANGUARD INDEX FDS114 shares16.33%2026-03-312026-05-13

CEFZ ELEVATION SERIES TRUST3.8K shares-74.19%2026-03-312026-05-13

RING ISHARES INC375 sharesnew addition2026-03-312026-05-13

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FENI FIDELITY COVINGTON TRUST793 sharesnew addition2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS624 shares845.45%2026-03-312026-05-13

IYW ISHARES TR160 shares-42.65%2026-03-312026-05-13

SPMB SPDR SERIES TRUST1.3K sharesnew addition2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR281 shares-78.82%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II118 sharesnew addition2026-03-312026-05-13

CTSH COGNIZANT TECHNOLOGY SOLUTIO454 shares-52.41%2026-03-312026-05-13

NULV NUSHARES ETF TR608 sharesnew addition2026-03-312026-05-13

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SPAB SPDR SERIES TRUST1.1K sharesnew addition2026-03-312026-05-13

CASS CASS INFORMATION SYS INC620 sharesnew addition2026-03-312026-05-13

UTHR UNITED THERAPEUTICS CORP DEL46 shares1433.33%2026-03-312026-05-13

VUSB VANGUARD BD INDEX FDS547 sharesnew addition2026-03-312026-05-13

ITOT ISHARES TR187 shares-65.88%2026-03-312026-05-13

GLD SPDR GOLD TR61 shares-89.95%2026-03-312026-05-13

CRM SALESFORCE INC140 sharesnew addition2026-03-312026-05-13

IGIB ISHARES TR487 sharesnew addition2026-03-312026-05-13

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SIXD AIM ETF PRODUCTS TRUST915 shares-48.97%2026-03-312026-05-13

VFLO VICTORY PORTFOLIOS II654 shares-91.40%2026-03-312026-05-13

IEI ISHARES TR218 shares10800.00%2026-03-312026-05-13

WTAI WISDOMTREE TR913 sharesnew addition2026-03-312026-05-13

MA MASTERCARD INCORPORATED51 shares750.00%2026-03-312026-05-13

SON SONOCO PRODS CO466 shares5725.00%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD271 shares746.88%2026-03-312026-05-13

IXC ISHARES TR434 shares886.36%2026-03-312026-05-13

Sponsored

LDUR PIMCO ETF TR260 shares-92.12%2026-03-312026-05-13

PGR PROGRESSIVE CORP125 shares76.06%2026-03-312026-05-13

FLJJ AIM ETF PRODUCTS TRUST788 shares73.57%2026-03-312026-05-13

TMFG RBB FD INC874 sharesnew addition2026-03-312026-05-13

SIXZ AIM ETF PRODUCTS TRUST844 shares-92.68%2026-03-312026-05-13

NUDM NUSHARES ETF TR677 sharesnew addition2026-03-312026-05-13

DFSV DIMENSIONAL ETF TRUST684 sharesnew addition2026-03-312026-05-13

VHT VANGUARD WORLD FD88 sharesnew addition2026-03-312026-05-13

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SNDA SONIDA SENIOR LIVING INC741 sharesnew addition2026-03-312026-05-13

CWB SPDR SERIES TRUST257 shares149.51%2026-03-312026-05-13

ORCL ORACLE CORP158 shares-70.63%2026-03-312026-05-13

QBER ELEVATION SERIES TRUST950 shares-99.77%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS291 shares-84.88%2026-03-312026-05-13

COP CONOCOPHILLIPS173 sharesnew addition2026-03-312026-05-13

PFGC PERFORMANCE FOOD GROUP CO259 shares-45.47%2026-03-312026-05-13

HIG HARTFORD INSURANCE GROUP INC163 sharesnew addition2026-03-312026-05-13

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TMSL T ROWE PRICE ETF INC601 shares-75.35%2026-03-312026-05-13

DIS DISNEY WALT CO225 shares-51.92%2026-03-312026-05-13

PYLD PIMCO ETF TR826 shares-96.95%2026-03-312026-05-13

FEBW AIM ETF PRODUCTS TRUST633 shares-27.90%2026-03-312026-05-13

APH AMPHENOL CORP163 shares-23.11%2026-03-312026-05-13

SPG SIMON PPTY GROUP INC NEW109 shares-8.40%2026-03-312026-05-13

SUB ISHARES TR189 sharesnew addition2026-03-312026-05-13

FDVV FIDELITY COVINGTON TRUST365 sharesnew addition2026-03-312026-05-13

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AXP AMERICAN EXPRESS CO66 shares-63.93%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F399 sharesnew addition2026-03-312026-05-13

HCA HCA HEALTHCARE INC42 sharesnew addition2026-03-312026-05-13

IETC ISHARES U S ETF TR222 shares404.55%2026-03-312026-05-13

SMHX VANECK ETF TRUST526 sharesnew addition2026-03-312026-05-13

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN311 sharesnew addition2026-03-312026-05-13

LHX L3HARRIS TECHNOLOGIES INC56 shares-44.55%2026-03-312026-05-13

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD1.2K shares85.03%2026-03-312026-05-13

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MS MORGAN STANLEY116 sharesnew addition2026-03-312026-05-13

IQLT ISHARES TR413 shares-57.68%2026-03-312026-05-13

FDCF FIDELITY COVINGTON TRUST441 sharesnew addition2026-03-312026-05-13

SHOP SHOPIFY INC160 shares-16.67%2026-03-312026-05-13

PFE PFIZER INC671 shares-92.20%2026-03-312026-05-13

IHAK ISHARES TR431 sharesnew addition2026-03-312026-05-13

TMUS T-MOBILE US INC89 shares-12.75%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC117 sharesnew addition2026-03-312026-05-13

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XSD SPDR SERIES TRUST57 sharesnew addition2026-03-312026-05-13

AVIG AMERICAN CENTY ETF TR444 shares-90.53%2026-03-312026-05-13

AMAT APPLIED MATLS INC54 sharesnew addition2026-03-312026-05-13

ADSK AUTODESK INC76 sharesnew addition2026-03-312026-05-13

LNG CHENIERE ENERGY INC64 sharesnew addition2026-03-312026-05-13

XYL XYLEM INC150 sharesnew addition2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC207 sharesnew addition2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR211 shares-86.93%2026-03-312026-05-13

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LGLV SPDR SERIES TRUST99 sharesnew addition2026-03-312026-05-13

AWK AMERICAN WTR WKS CO INC NEW130 sharesnew addition2026-03-312026-05-13

MCD MCDONALDS CORP56 shares366.67%2026-03-312026-05-13

FLRN SPDR SERIES TRUST562 shares-92.98%2026-03-312026-05-13

AVSC AMERICAN CENTY ETF TR276 shares-87.40%2026-03-312026-05-13

AON PLC AON PLC53 sharesnew addition2026-03-312026-05-13

CRDT SIMPLIFY EXCHANGE TRADED FUN759 shares-87.44%2026-03-312026-05-13

TJX TJX COS INC NEW107 shares-58.20%2026-03-312026-05-13

Sponsored

FDFF FIDELITY COVINGTON TRUST532 sharesnew addition2026-03-312026-05-13

PPA INVESCO EXCHANGE TRADED FD T100 sharesnew addition2026-03-312026-05-13

MAIN MAIN STR CAP CORP312 sharesnew addition2026-03-312026-05-13

FBOT FIDELITY COVINGTON TRUST496 sharesnew addition2026-03-312026-05-13

SRE SEMPRA167 sharesnew addition2026-03-312026-05-13

XT ISHARES TR231 sharesnew addition2026-03-312026-05-13

XLSR SSGA ACTIVE TR271 sharesnew addition2026-03-312026-05-13

CTAS CINTAS CORP92 sharesnew addition2026-03-312026-05-13

Sponsored

XLE SELECT SECTOR SPDR TR252 sharesnew addition2026-03-312026-05-13

SHEL SHELL PLC164 sharesnew addition2026-03-312026-05-13

QINT AMERICAN CENTY ETF TR232 shares-87.13%2026-03-312026-05-13

SHYG ISHARES TR356 sharesnew addition2026-03-312026-05-13

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MO ALTRIA GROUP INC224 shares-94.93%2026-03-312026-05-13

BAC BANK AMERICA CORP302 shares42.45%2026-03-312026-05-13

FDG AMERICAN CENTY ETF TR128 shares-90.29%2026-03-312026-05-13

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TIDAL TRUST II TIDAL TRUST II1.1K sharesnew addition2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F250 sharesnew addition2026-03-312026-05-13

ENVX ENOVIX CORPORATION2.7K sharesnew addition2026-03-312026-05-13

AVRE AMERICAN CENTY ETF TR320 shares-84.70%2026-03-312026-05-13

HSBC HSBC HLDGS PLC170 sharesnew addition2026-03-312026-05-13

NUHY NUSHARES ETF TR660 sharesnew addition2026-03-312026-05-13

GDX VANECK ETF TRUST151 shares-81.47%2026-03-312026-05-13

FITB FIFTH THIRD BANCORP295 shares1538.89%2026-03-312026-05-13

Sponsored

BE BLOOM ENERGY CORP100 sharesnew addition2026-03-312026-05-13

SILA SILA REALTY TRUST INC569 sharesnew addition2026-03-312026-05-13

ASTRAZENECA PLC ASTRAZENECA PLC68 sharesnew addition2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC34 sharesnew addition2026-03-312026-05-13

KLAC KLA CORP9 sharesnew addition2026-03-312026-05-13

KT KT CORP613 sharesnew addition2026-03-312026-05-13

SMITHFIELD FOODS INC SMITHFIELD FOODS INC470 sharesnew addition2026-03-312026-05-13

QYLD GLOBAL X FDS762 sharesnew addition2026-03-312026-05-13

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CITIGROUP INC CITIGROUP INC115 sharesnew addition2026-03-312026-05-13

TTD THE TRADE DESK INC560 sharesnew addition2026-03-312026-05-13

PAYX PAYCHEX INC138 shares-89.51%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS85 shares-51.98%2026-03-312026-05-13

BA BOEING CO63 shares-37.00%2026-03-312026-05-13

SO SOUTHERN CO129 shares-91.68%2026-03-312026-05-13

DHR DANAHER CORP DEL65 sharesnew addition2026-03-312026-05-13

SPSB SPDR SERIES TRUST407 sharesnew addition2026-03-312026-05-13

Sponsored

JMOM J P MORGAN EXCHANGE TRADED F179 sharesnew addition2026-03-312026-05-13

AVXC AMERICAN CENTY ETF TR179 shares-82.12%2026-03-312026-05-13

VLO VALERO ENERGY CORP49 shares-46.74%2026-03-312026-05-13

VFH VANGUARD WORLD FD98 sharesnew addition2026-03-312026-05-13

MAA MID-AMER APT CMNTYS INC94 sharesnew addition2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC158 shares-51.98%2026-03-312026-05-13

VIS VANGUARD WORLD FD36 sharesnew addition2026-03-312026-05-13

FDN FIRST TR EXCHANGE-TRADED FD47 shares840.00%2026-03-312026-05-13

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DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW84 shares-96.96%2026-03-312026-05-13

INCM FRANKLIN TEMPLETON ETF TR382 sharesnew addition2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC94 shares-8.74%2026-03-312026-05-13

SPGI S&P GLOBAL INC25 shares-70.59%2026-03-312026-05-13

QQEW FIRST TR EXCHANGE-TRADED FD85 sharesnew addition2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP114 shares470.00%2026-03-312026-05-13

EQIX EQUINIX INC11 sharesnew addition2026-03-312026-05-13

ACGL ARCH CAP GROUP LTD112 shares-47.42%2026-03-312026-05-13

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KOMP SPDR SERIES TRUST184 sharesnew addition2026-03-312026-05-13

ROL ROLLINS INC200 sharesnew addition2026-03-312026-05-13

MTB M & T BK CORP52 sharesnew addition2026-03-312026-05-13

RJF RAYMOND JAMES FINL INC73 sharesnew addition2026-03-312026-05-13

LINDE PLC LINDE PLC21 shares-80.56%2026-03-312026-05-13

NUEM NUSHARES ETF TR284 sharesnew addition2026-03-312026-05-13

CARY ANGEL OAK FUNDS TRUST495 shares-91.25%2026-03-312026-05-13

HGER HARBOR ETF TRUST330 sharesnew addition2026-03-312026-05-13

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BBEU J P MORGAN EXCHANGE TRADED F141 sharesnew addition2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC25 sharesnew addition2026-03-312026-05-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F147 sharesnew addition2026-03-312026-05-13

QBUL ELEVATION SERIES TRUST428 shares-89.61%2026-03-312026-05-13

QCOM QUALCOMM INC78 shares-89.24%2026-03-312026-05-13

KEY KEYCORP495 shares931.25%2026-03-312026-05-13

IX ORIX CORP328 sharesnew addition2026-03-312026-05-13

CROWN CASTLE INC CROWN CASTLE INC116 sharesnew addition2026-03-312026-05-13

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EOG EOG RES INC64 sharesnew addition2026-03-312026-05-13

ES EVERSOURCE ENERGY133 sharesnew addition2026-03-312026-05-13

PAG PENSKE AUTOMOTIVE GRP INC61 shares1425.00%2026-03-312026-05-13

NNN NNN REIT INC218 sharesnew addition2026-03-312026-05-13

MUFG MITSUBISHI UFJ FINANCIAL GRO534 sharesnew addition2026-03-312026-05-13

FNDE SCHWAB STRATEGIC TR228 sharesnew addition2026-03-312026-05-13

NVS NOVARTIS AG56 sharesnew addition2026-03-312026-05-13

APPN APPIAN CORP354 sharesnew addition2026-03-312026-05-13

Sponsored

IBHF ISHARES TR366 sharesnew addition2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD41 sharesnew addition2026-03-312026-05-13

PGX INVESCO EXCH TRADED FD TR II752 sharesnew addition2026-03-312026-05-13

DHI D R HORTON INC59 sharesnew addition2026-03-312026-05-13

SCEC

CAPITOL SER TR

3775.80%

Shares2.3M

Event2026-03-31

Filed2026-05-13

IWY

ISHARES TR

3177.39%

Shares168.3K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares1.3M

Event2026-03-31

Filed2026-05-13

IWX

ISHARES TR

3292.54%

Shares291.6K

Event2026-03-31

Filed2026-05-13

EFV

ISHARES TR

2554.57%

Shares201.8K

Event2026-03-31

Filed2026-05-13

IWS

ISHARES TR

3272.61%

Shares98.6K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

2281.19%

Shares117.7K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

433.01%

Shares160.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

45.73%

Shares15.0K

Event2026-03-31

Filed2026-05-13

VTWO

VANGUARD SCOTTSDALE FDS

3396.71%

Shares74.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

648.04%

Shares26.4K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

13552.86%

Shares19.1K

Event2026-03-31

Filed2026-05-13

NOBL

PROSHARES TR

New

Shares37.6K

Event2026-03-31

Filed2026-05-13

IWP

ISHARES TR

4117.11%

Shares29.8K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

2938.05%

Shares9.0K

Event2026-03-31

Filed2026-05-13

STEW

SRH TOTAL RETURN FUND INC

New

Shares154.8K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares7.4K

Event2026-03-31

Filed2026-05-13

VISA INC

11197.54%

Shares13.8K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

14783.58%

Shares19.9K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1221.31%

Shares6.4K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

6298.17%

Shares70.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

New

Shares8.4K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

421.48%

Shares9.2K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares62.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

1000.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

19.19%

Shares16.7K

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

New

Shares4.7K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

-95.04%

Shares15.9K

Event2026-03-31

Filed2026-05-13

AGEM

ABRDN FDS

29.39%

Shares29.7K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

198.54%

Shares15.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

96.59%

Shares4.6K

Event2026-03-31

Filed2026-05-13

LAM RESEARCH CORP

1768.38%

Shares5.4K

Event2026-03-31

Filed2026-05-13

STERLING CAP FDS

New

Shares45.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

379.30%

Shares3.6K

Event2026-03-31

Filed2026-05-13

SMH

VANECK ETF TRUST

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

New

Shares10.1K

Event2026-03-31

Filed2026-05-13

CME

CME GROUP INC

600.21%

Shares3.4K

Event2026-03-31

Filed2026-05-13

SIXO

AIM ETF PRODUCTS TRUST

-95.17%

Shares29.1K

Event2026-03-31

Filed2026-05-13

WTRG

ESSENTIAL UTILS INC

New

Shares23.1K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

2092.50%

Shares3.5K

Event2026-03-31

Filed2026-05-13

OCTW

AIM ETF PRODUCTS TRUST

-95.39%

Shares23.4K

Event2026-03-31

Filed2026-05-13

RYDER SYS INC

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

MICRON TECHNOLOGY INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

247.93%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TUA

SIMPLIFY EXCHANGE TRADED FUN

-94.47%

Shares38.3K

Event2026-03-31

Filed2026-05-13

ATRO

ASTRONICS CORP

New

Shares11.8K

Event2026-03-31

Filed2026-05-13

SEPW

AIM ETF PRODUCTS TRUST

-95.15%

Shares24.2K

Event2026-03-31

Filed2026-05-13

CONSOLIDATED EDISON INC

New

Shares6.5K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

189150.00%

Shares11.4K

Event2026-03-31

Filed2026-05-13

PLD

PROLOGIS INC.

228.18%

Shares5.3K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

166.56%

Shares3.4K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

145.02%

Shares9.0K

Event2026-03-31

Filed2026-05-13

IDA

IDACORP INC

New

Shares4.8K

Event2026-03-31

Filed2026-05-13

NISOURCE INC

69395.24%

Shares14.6K

Event2026-03-31

Filed2026-05-13

EXC

EXELON CORP

114641.67%

Shares13.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

170.11%

Shares3.1K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

108400.00%

Shares1.1K

Event2026-03-31

Filed2026-05-13

CINF

CINCINNATI FINL CORP

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

ITA

ISHARES TR

7097.56%

Shares3.0K

Event2026-03-31

Filed2026-05-13

DLR

DIGITAL RLTY TR INC

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

STRL

STERLING INFRASTRUCTURE INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

JULW

AIM ETF PRODUCTS TRUST

-94.45%

Shares16.4K

Event2026-03-31

Filed2026-05-13

GPC

GENUINE PARTS CO

3542.68%

Shares6.0K

Event2026-03-31

Filed2026-05-13

CNA

CNA FINL CORP

2483.21%

Shares13.5K

Event2026-03-31

Filed2026-05-13

WEC ENERGY GROUP INC

718.62%

Shares5.3K

Event2026-03-31

Filed2026-05-13

REG

REGENCY CTRS CORP

New

Shares8.1K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

89640.00%

Shares4.5K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

ALLE

ALLEGION PLC

New

Shares4.0K

Event2026-03-31

Filed2026-05-13

DECU

AIM ETF PRODUCTS TRUST

-94.10%

Shares21.6K

Event2026-03-31

Filed2026-05-13

AFL

AFLAC INC

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

327.52%

Shares3.9K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

New

Shares646

Event2026-03-31

Filed2026-05-13

SJM

SMUCKER J M CO

2237.60%

Shares5.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

40.27%

Shares1.4K

Event2026-03-31

Filed2026-05-13

CRS

CARPENTER TECHNOLOGY CORP

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

-54.05%

Shares2.4K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

New

Shares3.6K

Event2026-03-31

Filed2026-05-13

WASTE MGMT INC DEL

13653.33%

Shares2.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

28.40%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IUSB

ISHARES TR

294.82%

Shares10.0K

Event2026-03-31

Filed2026-05-13

SEAGATE TECHNOLOGY HLDNGS PL

298.63%

Shares1.2K

Event2026-03-31

Filed2026-05-13

WDC

WESTERN DIGITAL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

-55.86%

Shares3.9K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

1752.17%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ROAD

CONSTRUCTION PARTNERS INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

SEPZ

ELEVATION SERIES TRUST

-95.10%

Shares9.6K

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

New

Shares4.4K

Event2026-03-31

Filed2026-05-13

DYNF

BLACKROCK ETF TRUST

-66.51%

Shares6.5K

Event2026-03-31

Filed2026-05-13

ONEZ

ELEVATION SERIES TRUST

-95.21%

Shares14.9K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

67500.00%

Shares3.4K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

142.51%

Shares987

Event2026-03-31

Filed2026-05-13

CORO

BLACKROCK ETF TRUST

New

Shares10.9K

Event2026-03-31

Filed2026-05-13

SOXX

ISHARES TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

GOLDMAN SACHS GROUP INC

New

Shares411

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

292.45%

Shares5.8K

Event2026-03-31

Filed2026-05-13

EVRG

EVERGY INC

New

Shares4.2K

Event2026-03-31

Filed2026-05-13

SPTL

SPDR SERIES TRUST

-25.77%

Shares13.0K

Event2026-03-31

Filed2026-05-13

XAR

SPDR SERIES TRUST

New

Shares1.3K

Event2026-03-31

Filed2026-05-13

CNP

CENTERPOINT ENERGY INC

1706.85%

Shares7.9K

Event2026-03-31

Filed2026-05-13

VRT

VERTIV HOLDINGS CO

561.95%

Shares1.4K

Event2026-03-31

Filed2026-05-13

WINN

HARBOR ETF TRUST

New

Shares12.3K

Event2026-03-31

Filed2026-05-13

GENERAL DYNAMICS CORP

New

Shares973

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

297.50%

Shares2.4K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

68.88%

Shares939

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

New

Shares7.2K

Event2026-03-31

Filed2026-05-13

HDV

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-13

EIX

EDISON INTL

2285.25%

Shares4.4K

Event2026-03-31

Filed2026-05-13

FUTY

FIDELITY COVINGTON TRUST

New

Shares5.4K

Event2026-03-31

Filed2026-05-13

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares1.6K

Event2026-03-31

Filed2026-05-13

HWM

HOWMET AEROSPACE INC

3400.00%

Shares1.4K

Event2026-03-31

Filed2026-05-13

QQQE

DIREXION SHARES ETF TRUST

New

Shares3.1K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

-87.36%

Shares1.6K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

720.51%

Shares320

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

42.93%

Shares799

Event2026-03-31

Filed2026-05-13

SAH

SONIC AUTOMOTIVE INC

New

Shares4.3K

Event2026-03-31

Filed2026-05-13

NTES

NETEASE COM INC

New

Shares2.6K

Event2026-03-31

Filed2026-05-13

HTRB

HARTFORD FDS EXCHANGE TRADED

19971.43%

Shares8.4K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

2.79%

Shares2.3K

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

New

Shares5.8K

Event2026-03-31

Filed2026-05-13

ELEVATION SERIES TRUST

New

Shares12.7K

Event2026-03-31

Filed2026-05-13

SCCO

SOUTHERN COPPER CORP

710.50%

Shares1.6K

Event2026-03-31

Filed2026-05-13

COHERENT CORP

New

Shares1.2K

Event2026-03-31

Filed2026-05-13

ESS

ESSEX PPTY TR INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-13

AEGON LTD

New

Shares37.8K

Event2026-03-31

Filed2026-05-13

JACOBS SOLUTIONS INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-13

ITRI

ITRON INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-13

GOVT

ISHARES TR

3463.00%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

-73.05%

Shares401

Event2026-03-31

Filed2026-05-13

BIL

SPDR SERIES TRUST

21.49%

Shares2.8K

Event2026-03-31

Filed2026-05-13

WMB

WILLIAMS COS INC

New

Shares3.5K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

82.19%

Shares2.7K

Event2026-03-31

Filed2026-05-13

XMPT

VANECK ETF TRUST

New

Shares11.9K

Event2026-03-31

Filed2026-05-13

CELH

CELSIUS HLDGS INC

New

Shares7.1K

Event2026-03-31

Filed2026-05-13

LITE

LUMENTUM HLDGS INC

New

Shares345

Event2026-03-31

Filed2026-05-13

IAUM

ISHARES GOLD TR

New

Shares5.2K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

New

Shares2.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

New

Shares3.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

124.93%

Shares812

Event2026-03-31

Filed2026-05-13

BP PLC

1321.04%

Shares4.9K

Event2026-03-31

Filed2026-05-13