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The Analysis of Lodestone Wealth Management LLC's Holdings & P&L

Currently, Lodestone Wealth Management LLC holds 781 types of securities in its portfolio with a total value $252.3M. In the most recent quarter, they have increased their positions in CGCP (+60.1K shares, valued at $1.3M), CGSD (+22.1K shares, valued at $569.9K), CGXU (+18.7K shares, valued at $550.9K); decreased their positions in PCAR (-4.3K shares, valued at $495.4K), N/A (-523 shares, valued at $103.8K), GLD (-240 shares, valued at $103.3K); initiated new positions in MINO (+2.4K shares, valued at $107.2K), MUNI (+2.0K shares, valued at $106.5K), AEHR (+1.8K shares, valued at $68.0K).

1M P&L

+9.8M+4.10%

3M P&L

+9.1M+3.80%

HY P&L

+23.3M+10.32%

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/A119.4M

52.6%

2Semiconductors9.6M

4.2%

3Software - Infrastructure8.5M

3.8%

Top Industries by Stock Count

1N/A277 stocks

38.6%

2Software - Infrastructure18 stocks

2.5%

3Software - Application17 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CGCP CAPITAL GROUP CORE PLUS INCOME ETF368.5K shares19.49%2026-03-312026-05-01

AAPL APPLE INC COM31.1K shares-0.08%2026-03-312026-05-01

JPST JPMORGAN ULTRA-SHORT INCOME ETF139.0K shares1.31%2026-03-312026-05-01

CGSD CAPITAL GROUP SHORT DURATION INCOME ETF257.3K shares9.40%2026-03-312026-05-01

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C19.4K shares-0.13%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE ETF130.8K shares7.11%2026-03-312026-05-01

MSFT MICROSOFT CORP COM13.3K shares4.84%2026-03-312026-05-01

AMGN AMGEN INC COM13.4K shares0.42%2026-03-312026-05-01

Sponsored

NVDA NVIDIA CORPORATION COM25.3K shares-0.06%2026-03-312026-05-01

COWZ PACER US CASH COWS 100 ETF69.2K shares4.30%2026-03-312026-05-01

VTV VANGUARD VALUE ETF22.0K shares-0.74%2026-03-312026-05-01

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF141.8K shares15.17%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO COM14.2K shares-0.48%2026-03-312026-05-01

MERCK & CO INC COM MERCK & CO INC COM32.5K shares1.06%2026-03-312026-05-01

VEA VANGUARD FTSE DEVELOPED MARKETS ETF59.4K shares3.10%2026-03-312026-05-01

DFUS DIMENSIONAL U.S. EQUITY MARKET ETF50.0K shares4.26%2026-03-312026-05-01

Sponsored

BSV VANGUARD SHORT-TERM BOND ETF44.9K shares4.80%2026-03-312026-05-01

VTI VANGUARD TOTAL STOCK MARKET ETF10.6K shares-0.29%2026-03-312026-05-01

APA CORPORATION COM APA CORPORATION COM75.3K shares-0.37%2026-03-312026-05-01

CVE CENOVUS ENERGY INC COM116.5K shares-0.83%2026-03-312026-05-01

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF109.6K shares9.71%2026-03-312026-05-01

SPG SIMON PPTY GROUP INC NEW COM15.4K shares0.07%2026-03-312026-05-01

DFAE DIMENSIONAL EMERGING CORE EQUITY MARKET ETF84.1K shares0.15%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW5.9K shares-1.69%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC COM13.4K shares1.52%2026-03-312026-05-01

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF70.3K shares0.29%2026-03-312026-05-01

CSCO CISCO SYS INC COM35.3K shares0.50%2026-03-312026-05-01

VTIP VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF54.1K shares5.17%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO COM8.9K shares-3.35%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ETF63.8K shares4.98%2026-03-312026-05-01

DFIV DIMENSIONAL INTERNATIONAL VALUE ETF46.2K shares2.35%2026-03-312026-05-01

CGCB CAPITAL GROUP CORE BOND ETF91.1K shares0.55%2026-03-312026-05-01

Sponsored

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A8.3K shares-2.30%2026-03-312026-05-01

MAC MACERICH CO COM123.2K shares-0.49%2026-03-312026-05-01

OXY OCCIDENTAL PETE CORP COM35.1K shares-1.82%2026-03-312026-05-01

CVX CHEVRON CORPORATION COM11.0K shares0.54%2026-03-312026-05-01

DHI D R HORTON INC COM14.8K shares-0.90%2026-03-312026-05-01

META META PLATFORMS INC CL A3.6K shares-0.53%2026-03-312026-05-01

BAC BANK OF AMER CORP COM40.2K shares-4.98%2026-03-312026-05-01

DFAT DIMENSIONAL U.S. TARGETED VALUE ETF30.2K shares19.35%2026-03-312026-05-01

Sponsored

COP CONOCOPHILLIPS COM14.0K shares2.16%2026-03-312026-05-01

QCOM QUALCOMM INC COM13.7K shares-1.26%2026-03-312026-05-01

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF50.7K shares3.04%2026-03-312026-05-01

EBAY EBAY INC. COM19.1K shares-1.16%2026-03-312026-05-01

XSMO INVESCO S&P SMALLCAP MOMENTUM ETF22.4K shares3.05%2026-03-312026-05-01

NVR NVR INC COM257 shares-1.53%2026-03-312026-05-01

V VISA INC COM CL A5.5K shares-0.13%2026-03-312026-05-01

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF6.8K shares5.34%2026-03-312026-05-01

Sponsored

FANG DIAMONDBACK ENERGY INC COM8.2K shares3.74%2026-03-312026-05-01

BLACKSTONE INC COM BLACKSTONE INC COM13.9K shares2.74%2026-03-312026-05-01

TGT TARGET CORP COM13.0K shares1.51%2026-03-312026-05-01

LEN LENNAR CORP CL A17.3K shares-0.78%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION COM1.5K shares-0.40%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON COM6.0K shares-0.05%2026-03-312026-05-01

VV VANGUARD LARGE-CAP ETF4.8K shares0.29%2026-03-312026-05-01

XOM EXXON MOBIL CORP COM8.4K shares0.40%2026-03-312026-05-01

Sponsored

HD HOME DEPOT INC COM4.3K shares0.02%2026-03-312026-05-01

PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND53.5K shares9.90%2026-03-312026-05-01

GLD SPDR GOLD SHARES3.1K shares-7.24%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS3.7K shares-1.07%2026-03-312026-05-01

CALF PACER US SMALL CAP CASH COWS ETF26.2K shares5.15%2026-03-312026-05-01

CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF35.3K shares70.60%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP COM11.8K shares0.33%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF27.6K shares3.69%2026-03-312026-05-01

Sponsored

PLTR PALANTIR TECHNOLOGIES INC CL A7.6K shares-4.34%2026-03-312026-05-01

FITB FIFTH THIRD BANCORP COM22.8K shares7.85%2026-03-312026-05-01

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF31.4K shares24.45%2026-03-312026-05-01

PCAR PACCAR INC COM8.9K shares-32.59%2026-03-312026-05-01

BROADCOM INC COM BROADCOM INC COM3.2K shares64.79%2026-03-312026-05-01

DGS WISDOMTREE EMERGING MARKETS SMALLCAP DIVIDEND FUND16.1K shares5.47%2026-03-312026-05-01

DFSV DIMENSIONAL US SMALL CAP VALUE ETF26.2K shares4.74%2026-03-312026-05-01

BND VANGUARD TOTAL BOND MARKET ETF12.0K shares-1.91%2026-03-312026-05-01

Sponsored

TSLA TESLA INC COM2.3K shares4.23%2026-03-312026-05-01

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW3.9K shares-2.76%2026-03-312026-05-01

UHAL.B U HAUL HOLDING COMPANY COM SER N18.6K shares0.86%2026-03-312026-05-01

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND8.0K shares-4.43%2026-03-312026-05-01

WMT WALMART INC COM6.5K shares-0.05%2026-03-312026-05-01

WAL WESTERN ALLIANCE BANCORP COM10.9K shares7.60%2026-03-312026-05-01

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF12.5K shares5.86%2026-03-312026-05-01

ORCL ORACLE CORP COM5.2K shares0.23%2026-03-312026-05-01

Sponsored

MCD MCDONALDS CORP COM2.5K shares1.87%2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC COM2.6K shares-5.42%2026-03-312026-05-01

MCK MCKESSON CORP COM793 shares-0.75%2026-03-312026-05-01

EFV ISHARES MSCI EAFE VALUE ETF9.0K shares0.00%2026-03-312026-05-01

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF19.5K shares113.55%2026-03-312026-05-01

JSCP JPMORGAN SHORT DURATION CORE PLUS ETF13.8K shares0.98%2026-03-312026-05-01

INTC INTEL CORP COM14.4K shares-1.42%2026-03-312026-05-01

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF4.4K shares0.00%2026-03-312026-05-01

Sponsored

ULTA ULTA BEAUTY INC COM1.2K shares0.25%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC COM3.1K shares30.07%2026-03-312026-05-01

CACC CREDIT ACCEP CORP MICH COM1.5K shares7.37%2026-03-312026-05-01

SPY STATE STREET SPDR S&P 500 ETF935 shares-11.21%2026-03-312026-05-01

ASML ASML HLDG NV N Y REGISTRY SHS457 shares3.39%2026-03-312026-05-01

VO VANGUARD MID-CAP ETF2.1K shares0.24%2026-03-312026-05-01

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.0K shares0.30%2026-03-312026-05-01

IVV ISHARES CORE S&P 500 ETF909 shares2.48%2026-03-312026-05-01

Sponsored

DOCN DIGITALOCEAN HLDGS INC COM6.9K shares9.70%2026-03-312026-05-01

FDX FEDEX CORP COM1.7K shares0.30%2026-03-312026-05-01

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I1.0K shares0.00%2026-03-312026-05-01

MTB M & T BK CORP COM2.8K shares-0.39%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC COM1.7K shares-1.00%2026-03-312026-05-01

CGDG CAPITAL GROUP DIVIDEND GROWERS ETF15.6K shares0.63%2026-03-312026-05-01

BA BOEING CO COM2.7K shares0.00%2026-03-312026-05-01

TM TOYOTA MOTOR CORP ADS2.6K shares1.56%2026-03-312026-05-01

Sponsored

STIP ISHARES 0-5 YEAR TIPS BOND ETF5.0K shares0.00%2026-03-312026-05-01

VBR VANGUARD SMALL CAP VALUE ETF2.4K shares-4.89%2026-03-312026-05-01

VB VANGUARD SMALL-CAP ETF1.9K shares0.05%2026-03-312026-05-01

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF10.3K shares0.37%2026-03-312026-05-01

KO COCA COLA CO COM6.5K shares0.00%2026-03-312026-05-01

CGBL CAPITAL GROUP CORE BALANCED ETF14.2K shares-1.48%2026-03-312026-05-01

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF3.5K shares-2.34%2026-03-312026-05-01

TAXF AMERICAN CENTURY DIVERSIFIED MUNICIPAL BOND ETF9.2K shares-1.99%2026-03-312026-05-01

Sponsored

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM4.6K shares-0.49%2026-03-312026-05-01

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF4.5K shares7450.85%2026-03-312026-05-01

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF9.3K shares5.88%2026-03-312026-05-01

SCHD SCHWAB US DIVIDEND EQUITY ETF14.0K shares22.47%2026-03-312026-05-01

QUAL ISHARES MSCI USA QUALITY FACTOR ETF2.2K shares-0.85%2026-03-312026-05-01

NET CLOUDFLARE INC CL A COM2.0K shares1.90%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC CL A1.1K shares15.00%2026-03-312026-05-01

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF2.7K shares5.85%2026-03-312026-05-01

Sponsored

VOT VANGUARD MID-CAP GROWTH ETF1.5K shares12.91%2026-03-312026-05-01

BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF8.1K shares-2.68%2026-03-312026-05-01

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF4.8K shares9.87%2026-03-312026-05-01

CROX CROCS INC COM4.7K shares-0.09%2026-03-312026-05-01

VWO VANGUARD FTSE EMERGING MARKETS ETF7.1K shares0.00%2026-03-312026-05-01

CGCV CAPITAL GROUP CONSERVATIVE EQUITY ETF12.8K shares-0.36%2026-03-312026-05-01

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.0K shares0.20%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC CL B3.8K shares-0.13%2026-03-312026-05-01

Sponsored

NVT NVENT ELEC PLC SHS3.1K shares-3.83%2026-03-312026-05-01

XMMO INVESCO S&P MIDCAP MOMENTUM ETF2.5K shares11.84%2026-03-312026-05-01

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS2.9K shares-6.10%2026-03-312026-05-01

JPEM JPMORGAN DIVERSIFIED RETURN EMERGING MARKETS EQUITY ETF5.8K shares-0.09%2026-03-312026-05-01

AMKR AMKOR TECHNOLOGY INC COM8.0K shares2.69%2026-03-312026-05-01

SCHJ SCHWAB 1-5 YEAR CORPORATE BOND ETF13.9K shares0.00%2026-03-312026-05-01

WSM WILLIAMS SONOMA INC COM1.9K shares1758.42%2026-03-312026-05-01

VIG VANGUARD DIVIDEND APPRECIATION ETF1.6K shares0.25%2026-03-312026-05-01

Sponsored

UBER UBER TECHNOLOGIES INC COM4.7K shares3.97%2026-03-312026-05-01

DIS DISNEY WALT CO COM3.5K shares-0.88%2026-03-312026-05-01

LLY ELI LILLY & CO COM363 shares6.14%2026-03-312026-05-01

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF12.0K shares-5.47%2026-03-312026-05-01

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM2.8K shares0.00%2026-03-312026-05-01

ALL ALLSTATE CORP COM1.5K shares7.40%2026-03-312026-05-01

SDY STATE STREET SPDR S&P DIVIDEND ETF2.1K shares0.19%2026-03-312026-05-01

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF6.7K shares0.46%2026-03-312026-05-01

Sponsored

IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF6.3K shares0.00%2026-03-312026-05-01

BILZ PIMCO ULTRA SHORT GOVERNMENT ACTIVE EXCHANGE-TRADED FUND2.9K shares-10.52%2026-03-312026-05-01

VOE VANGUARD MID-CAP VALUE ETF1.6K shares0.00%2026-03-312026-05-01

MKL MARKEL GROUP INC COM151 shares6.34%2026-03-312026-05-01

MELI MERCADOLIBRE INC COM163 shares31.45%2026-03-312026-05-01

MPLX MPLX LP COM UNIT REP LTD4.8K shares1.91%2026-03-312026-05-01

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF2.9K shares0.51%2026-03-312026-05-01

MA MASTERCARD INCORPORATED CL A522 shares0.38%2026-03-312026-05-01

Sponsored

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF6.7K shares0.00%2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP COM926 shares51.55%2026-03-312026-05-01

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF2.4K shares0.00%2026-03-312026-05-01

VTES VANGUARD SHORT-TERM TAX EXEMPT BOND ETF2.5K shares0.00%2026-03-312026-05-01

VTEB VANGUARD TAX-EXEMPT BOND ETF5.0K shares0.00%2026-03-312026-05-01

T AT&T INC COM8.4K shares0.42%2026-03-312026-05-01

PG PROCTER & GAMBLE CO COM1.7K shares-0.06%2026-03-312026-05-01

DFAU DIMENSIONAL US CORE EQUITY MARKET ETF5.2K shares0.23%2026-03-312026-05-01

Sponsored

SRE SEMPRA COM2.4K shares0.00%2026-03-312026-05-01

SCHM SCHWAB U.S. MID-CAP ETF7.4K shares68.48%2026-03-312026-05-01

USAI PACER AMERICAN ENERGY INFRASTRUCTURE ETF4.9K shares0.83%2026-03-312026-05-01

IDV ISHARES INTERNATIONAL SELECT DIVIDEND ETF5.4K shares0.02%2026-03-312026-05-01

DPZ DOMINOS PIZZA INC COM618 shares7.29%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC COM1.3K shares0.30%2026-03-312026-05-01

PSX PHILLIPS 66 COM1.2K shares0.75%2026-03-312026-05-01

GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF1.0K shares0.00%2026-03-312026-05-01

Sponsored

FTEC FIDELITY MSCI INFORMATION TECHNOLOGY INDEX ETF1.0K shares0.00%2026-03-312026-05-01

HON HONEYWELL INTL INC COM935 shares0.32%2026-03-312026-05-01

EEM ISHARES MSCI EMERGING MARKETS ETF3.7K shares-0.08%2026-03-312026-05-01

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF1.9K shares14.00%2026-03-312026-05-01

ROCKET LAB CORP COM ROCKET LAB CORP COM3.2K shares15.77%2026-03-312026-05-01

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF2.8K shares-0.91%2026-03-312026-05-01

DFUV DIMENSIONAL US MARKETWIDE VALUE ETF4.2K shares0.00%2026-03-312026-05-01

VNQ VANGUARD REAL ESTATE ETF2.3K shares-0.92%2026-03-312026-05-01

Sponsored

RWJ INVESCO S&P SMALLCAP 600 REVENUE ETF3.9K shares0.00%2026-03-312026-05-01

AFL AFLAC INC COM1.8K shares0.50%2026-03-312026-05-01

KMB KIMBERLY-CLARK CORP COM2.0K shares0.15%2026-03-312026-05-01

DFAS DIMENSIONAL U.S. SMALL CAP ETF2.6K shares0.15%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP COM310 shares0.00%2026-03-312026-05-01

USMV ISHARES MSCI USA MIN VOL FACTOR ETF2.0K shares-1.80%2026-03-312026-05-01

RTX RTX CORPORATION COM922 shares0.00%2026-03-312026-05-01

HDEF XTRACKERS MSCI EAFE HIGH DIVIDEND YIELD EQUITY ETF5.3K shares0.00%2026-03-312026-05-01

Sponsored

ITB ISHARES U.S. HOME CONSTRUCTION ETF1.9K shares-2.59%2026-03-312026-05-01

KEYS KEYSIGHT TECHNOLOGIES INC COM593 shares-15.89%2026-03-312026-05-01

CGIC CAPITAL GROUP INTERNATIONAL CORE EQUITY ETF4.8K shares129.15%2026-03-312026-05-01

SNOW SNOWFLAKE INC COM SHS1.0K shares8.59%2026-03-312026-05-01

IJR ISHARES CORE S&P SMALL CAP ETF1.2K shares0.16%2026-03-312026-05-01

RBRK RUBRIK INC. CL A3.1K shares20.96%2026-03-312026-05-01

SCHV SCHWAB U.S. LARGE-CAP VALUE ETF4.7K shares0.15%2026-03-312026-05-01

LPLA LPL FINL HLDGS INC COM467 shares0.00%2026-03-312026-05-01

Sponsored

SCHG SCHWAB U.S. LARGE-CAP GROWTH ETF4.8K shares0.27%2026-03-312026-05-01

DELL DELL TECHNOLOGIES INC CL C836 shares0.36%2026-03-312026-05-01

MO ALTRIA GROUP INC COM2.0K shares0.69%2026-03-312026-05-01

GILD GILEAD SCIENCES INC COM942 shares0.64%2026-03-312026-05-01

CIFR CIPHER DIGITAL INC COM10.1K shares93.99%2026-03-312026-05-01

WFC WELLS FARGO & CO COM1.6K shares-8.20%2026-03-312026-05-01

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF4.2K shares0.00%2026-03-312026-05-01

SPMO INVESCO S&P 500 MOMENTUM ETF1.1K shares0.00%2026-03-312026-05-01

Sponsored

FAST FASTENAL CO COM2.7K shares0.00%2026-03-312026-05-01

SCHF SCHWAB INTERNATIONAL EQUITY ETF5.0K shares9.54%2026-03-312026-05-01

NVTS NAVITAS SEMICONDUCTOR CORP COM14.0K shares0.72%2026-03-312026-05-01

ABT ABBOTT LABORATORIES COM1.2K shares3.13%2026-03-312026-05-01

VUG VANGUARD GROWTH ETF273 shares0.00%2026-03-312026-05-01

PFE PFIZER INC COM4.2K shares-7.21%2026-03-312026-05-01

IREN IREN LIMITED ORDINARY SHARES3.4K shares126.70%2026-03-312026-05-01

ALERIAN MLP ETF ALERIAN MLP ETF2.2K shares1.97%2026-03-312026-05-01

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VGT VANGUARD INFORMATION TECHNOLOGY ETF163 shares-17.68%2026-03-312026-05-01

IDMO INVESCO S&P INTERNATIONAL DEVELOPED MOMENTUM ETF2.1K shares0.00%2026-03-312026-05-01

CAT CATERPILLAR INC COM157 shares-3.09%2026-03-312026-05-01

MINO PIMCO MUNICIPAL INCOME OPPORTUNITIES ACTIVE EXCHANGE-TRADED FUND2.4K sharesnew addition2026-03-312026-05-01

MUNI PIMCO INTERMEDIATE MUNICIPAL BOND ACTIVE EXCHANGE-TRADED FUND2.0K sharesnew addition2026-03-312026-05-01

IYM ISHARES U.S. BASIC MATERIALS ETF605 shares8.81%2026-03-312026-05-01

IYR ISHARES U.S. REAL ESTATE ETF1.1K shares10.16%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP COM116 shares0.00%2026-03-312026-05-01

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IBM INTERNATIONAL BUSINESS MACHS COM414 shares-20.23%2026-03-312026-05-01

ACM AECOM COM1.2K shares0.34%2026-03-312026-05-01

PYPL PAYPAL HLDGS INC COM2.2K shares-8.44%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO COM1.6K shares0.87%2026-03-312026-05-01

NVS NOVARTIS AG SPONSORED ADR641 shares0.00%2026-03-312026-05-01

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A492 shares-51.53%2026-03-312026-05-01

EATON CORP PLC SHS EATON CORP PLC SHS270 shares0.00%2026-03-312026-05-01

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BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND1.0K shares0.77%2026-03-312026-05-01

JPIN JPMORGAN DIVERSIFIED RETURN INTERNATIONAL EQUITY ETF1.3K shares1.90%2026-03-312026-05-01

PEP PEPSICO INC COM605 shares-1.63%2026-03-312026-05-01

FDN FIRST TRUST DOW JONES INTERNET INDEX FUND395 shares0.00%2026-03-312026-05-01

TMUS T-MOBILE US INC COM440 shares0.00%2026-03-312026-05-01

SOFI SOFI TECHNOLOGIES INC COM5.8K shares19.33%2026-03-312026-05-01

TLN TALEN ENERGY CORP COM286 shares77.64%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC COM NEW198 shares11.24%2026-03-312026-05-01

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ASTS AST SPACEMOBILE INC COM CL A1.1K shares31.47%2026-03-312026-05-01

GCOW PACER GLOBAL CASH COWS DIVIDEND ETF1.9K shares3.42%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC COM1.8K shares0.11%2026-03-312026-05-01

ARTY ISHARES FUTURE AI & TECH ETF1.9K shares0.00%2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN FUND1.5K shares-29.73%2026-03-312026-05-01

TSCO TRACTOR SUPPLY CO COM1.9K shares0.00%2026-03-312026-05-01

WBD WARNER BROS DISCOVERY INC COM SER A3.1K shares0.00%2026-03-312026-05-01

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EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF1.5K shares0.00%2026-03-312026-05-01

AVUV AVANTIS U.S. SMALL CAP VALUE ETF766 shares83.25%2026-03-312026-05-01

TXN TEXAS INSTRS INC COM434 shares-24.78%2026-03-312026-05-01

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KKR & CO INC COM KKR & CO INC COM884 shares35.79%2026-03-312026-05-01

SBUX STARBUCKS CORP COM904 shares-1.53%2026-03-312026-05-01

GE AEROSPACE COM NEW GE AEROSPACE COM NEW285 shares0.00%2026-03-312026-05-01

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REGN REGENERON PHARMACEUTICALS COM94 shares2.17%2026-03-312026-05-01

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF911 shares0.11%2026-03-312026-05-01

PFF ISHARES PREFERRED & INCOME SECURITIES ETF2.4K shares-13.44%2026-03-312026-05-01

SKYY FIRST TRUST CLOUD COMPUTING ETF655 shares0.00%2026-03-312026-05-01

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DLN WISDOMTREE U.S. LARGECAP DIVIDEND FUND772 shares0.00%2026-03-312026-05-01

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AEHR AEHR TEST SYS COM1.8K sharesnew addition2026-03-312026-05-01

BE BLOOM ENERGY CORP COM CL A500 shares0.00%2026-03-312026-05-01

LNG CHENIERE ENERGY INC COM NEW237 shares0.00%2026-03-312026-05-01

NKE NIKE INC CL B1.3K shares30.13%2026-03-312026-05-01

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EME EMCOR GROUP INC COM89 shares-5.32%2026-03-312026-05-01

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SYK STRYKER CORPORATION COM198 shares5.88%2026-03-312026-05-01

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IONQ IONQ INC COM2.2K shares7.36%2026-03-312026-05-01

USB US BANCORP COM NEW1.2K shares0.67%2026-03-312026-05-01

IWV ISHARES RUSSELL 3000 ETF166 shares0.00%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC COM660 shares0.00%2026-03-312026-05-01

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DVN DEVON ENERGY CORP NEW COM1.2K shares-36.75%2026-03-312026-05-01

DHR DANAHER CORP DEL COM311 shares0.00%2026-03-312026-05-01

CRM SALESFORCE INC COM310 shares0.00%2026-03-312026-05-01

FELV FIDELITY ENHANCED LARGE CAP VALUE ETF1.7K shares140.64%2026-03-312026-05-01

MPC MARATHON PETE CORP COM234 shares0.43%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC COM66 shares0.00%2026-03-312026-05-01

IYW ISHARES U.S. TECHNOLOGY ETF309 shares0.00%2026-03-312026-05-01

CITIGROUP INC COM NEW CITIGROUP INC COM NEW494 shares0.41%2026-03-312026-05-01

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CB CHUBB LTD SWITZ COM172 shares0.00%2026-03-312026-05-01

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APH AMPHENOL CORP CL A422 shares-5.59%2026-03-312026-05-01

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF243 shares0.00%2026-03-312026-05-01

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ADP AUTOMATIC DATA PROCESSING INC COM259 shares-7.83%2026-03-312026-05-01

WM WASTE MGMT INC DEL COM229 shares-5.76%2026-03-312026-05-01

MNST MONSTER BEVERAGE CORP NEW COM723 shares0.00%2026-03-312026-05-01

CGSM CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF2.0K shares0.72%2026-03-312026-05-01

OSS ONE STOP SYS INC COM6.8K sharesnew addition2026-03-312026-05-01

EOSE EOS ENERGY ENTERPRISES INC COM CL A10.3K shares75.12%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC COM309 shares930.00%2026-03-312026-05-01

AMP AMERIPRISE FINL INC COM111 shares0.00%2026-03-312026-05-01

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VHT VANGUARD HEALTH CARE ETF180 shares-0.55%2026-03-312026-05-01

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NFLX NETFLIX INC. COM509 shares0.00%2026-03-312026-05-01

CLPT CLEARPOINT NEURO INC COM5.3K sharesnew addition2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC COM108 shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC COM55 shares0.00%2026-03-312026-05-01

SCHX SCHWAB U.S. LARGE-CAP ETF1.9K shares0.00%2026-03-312026-05-01

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BANR BANNER CORP COM NEW770 shares-27.22%2026-03-312026-05-01

NVO NOVO-NORDISK A S ADR1.3K shares0.96%2026-03-312026-05-01

WY WEYERHAEUSER CO COM NEW1.9K shares0.54%2026-03-312026-05-01

TOTALENERGIES SE ACT TOTALENERGIES SE ACT490 shares0.00%2026-03-312026-05-01

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STCE SCHWAB CRYPTO THEMATIC ETF854 shares0.00%2026-03-312026-05-01

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SO SOUTHERN CO COM443 shares0.00%2026-03-312026-05-01

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MICROSECTORS GOLD MINERS 3X LEVERAGED ETN MICROSECTORS GOLD MINERS 3X LEVERAGED ETN200 shares0.00%2026-03-312026-05-01

ET ENERGY TRANSFER L P COM UT LTD PTN2.1K shares442.41%2026-03-312026-05-01

UNP UNION PAC CORP COM164 shares0.00%2026-03-312026-05-01

AXON AXON ENTERPRISE INC COM94 shares49.21%2026-03-312026-05-01

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EMN EASTMAN CHEM CO COM515 shares0.00%2026-03-312026-05-01

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BKNG BOOKING HOLDINGS INC COM9 shares0.00%2026-03-312026-05-01

NEE NEXTERA ENERGY INC COM412 shares0.00%2026-03-312026-05-01

COEUR MNG INC COM NEW COEUR MNG INC COM NEW2.0K shares0.00%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC CL A639 shares0.00%2026-03-312026-05-01

INTU INTUIT COM85 shares-15.84%2026-03-312026-05-01

SCHB SCHWAB U.S. BROAD MARKET ETF1.4K shares84.10%2026-03-312026-05-01

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VKTX VIKING THERAPEUTICS INC COM1.1K shares0.00%2026-03-312026-05-01

ZIM ZIM INTEGRATED SHIPPING SERV SHS1.4K shares0.00%2026-03-312026-05-01

AMSC AMERICAN SUPERCONDUCTOR CORP SHS NEW1.1K shares0.00%2026-03-312026-05-01

GLW CORNING INC COM261 shares0.38%2026-03-312026-05-01

IDXX IDEXX LABS INC COM63 shares0.00%2026-03-312026-05-01

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JPSE JPMORGAN DIVERSIFIED RETURN U.S. SMALL CAP EQUITY ETF659 shares0.15%2026-03-312026-05-01

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INVESCO RAFI US 1000 ETF INVESCO RAFI US 1000 ETF725 shares0.00%2026-03-312026-05-01

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DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW254 shares0.00%2026-03-312026-05-01

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BARRICK MNG CORP COM SHS BARRICK MNG CORP COM SHS800 shares0.00%2026-03-312026-05-01

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF1.1K shares1691.67%2026-03-312026-05-01

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CCL CARNIVAL CORP COMMON STOCK1.2K shares0.49%2026-03-312026-05-01

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FCX FREEPORT MCMORAN INC CL B504 shares447.83%2026-03-312026-05-01

RGLD ROYAL GOLD INC COM116 shares132.00%2026-03-312026-05-01

BITB BITWISE BITCOIN ETF TRUST789 shares0.00%2026-03-312026-05-01

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TEM TEMPUS AI INC CL A639 shares-9.49%2026-03-312026-05-01

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MXI ISHARES GLOBAL MATERIALS ETF267 shares0.00%2026-03-312026-05-01

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ETH GRAYSCALE ETHEREUM STAKING MINI ETF1.4K shares-13.41%2026-03-312026-05-01

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CION CION INVT CORP COM3.5K sharesnew addition2026-03-312026-05-01

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NXPI NXP SEMICONDUCTORS N V COM103 shares0.00%2026-03-312026-05-01

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BTU PEABODY ENERGY CORP COM505 shares0.20%2026-03-312026-05-01

Sponsored

EWJ ISHARES MSCI JAPAN ETF197 shares0.00%2026-03-312026-05-01

CMG CHIPOTLE MEXICAN GRILL INC COM518 shares0.00%2026-03-312026-05-01

GBTC GRAYSCALE BITCOIN TRUST ETF308 shares0.00%2026-03-312026-05-01

NBIS NEBIUS GROUP N.V. SHS CLASS A155 shares0.00%2026-03-312026-05-01

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD81 sharesnew addition2026-03-312026-05-01

EXC EXELON CORP COM325 shares0.00%2026-03-312026-05-01

WHR WHIRLPOOL CORP COM293 shares1.74%2026-03-312026-05-01

PULS PGIM ULTRA SHORT BOND ETF317 shares0.00%2026-03-312026-05-01

Sponsored

SCZ ISHARES MSCI EAFE SMALL-CAP ETF200 shares0.00%2026-03-312026-05-01

SPPP SPROTT ASSET MANAGEMENT LP PHYSICAL PLATINU1.0K sharesnew addition2026-03-312026-05-01

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF316 shares0.00%2026-03-312026-05-01

IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT2.0K shares96.90%2026-03-312026-05-01

OLN OLIN CORP COM PAR $1504 sharesnew addition2026-03-312026-05-01

URI UNITED RENTALS INC COM20 shares0.00%2026-03-312026-05-01

UNILEVER PLC SPON ADR NEW UNILEVER PLC SPON ADR NEW261 shares0.00%2026-03-312026-05-01

IBB ISHARES BIOTECHNOLOGY ETF87 shares0.00%2026-03-312026-05-01

Sponsored

SSRM SSR MINING IN COM500 shares0.00%2026-03-312026-05-01

XYZ BLOCK INC CL A241 shares-5.86%2026-03-312026-05-01

CRWV COREWEAVE INC COM CL A185 shares0.00%2026-03-312026-05-01

XRPI VOLATILITY SHARES TRUST XRP ETF1.9K shares0.05%2026-03-312026-05-01

SFL SFL CORPORATION LTD SHS1.3K shares1.95%2026-03-312026-05-01

GNL GLOBAL NET LEASE INC COM NEW1.5K shares2.04%2026-03-312026-05-01

RY ROYAL BK CDA COM86 shares0.00%2026-03-312026-05-01

BSX BOSTON SCIENTIFIC CORP COM221 shares0.00%2026-03-312026-05-01

Sponsored

TWST TWIST BIOSCIENCE CORP COM290 shares0.00%2026-03-312026-05-01

MMM 3M CO COM94 shares0.00%2026-03-312026-05-01

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF123 shares0.00%2026-03-312026-05-01

AOD ABRDN TOTAL DYNAMIC DIVIDEND COM SH BEN INT1.5K shares4.23%2026-03-312026-05-01

ENB ENBRIDGE INC COM246 shares-32.23%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC COM27 shares0.00%2026-03-312026-05-01

CMI CUMMINS INC COM25 shares0.00%2026-03-312026-05-01

AON PLC SHS CL A AON PLC SHS CL A41 shares0.00%2026-03-312026-05-01

Sponsored

DEO DIAGEO PLC SPON ADR NEW172 shares0.00%2026-03-312026-05-01

BSJS INVESCO BULLETSHARES 2028 HIGH YIELD CORPORATE BOND ETF584 shares1.39%2026-03-312026-05-01

BSJT INVESCO BULLETSHARES 2029 HIGH YIELD CORPORATE BOND ETF602 shares1.69%2026-03-312026-05-01

CROWN CASTLE INC COM CROWN CASTLE INC COM155 shares-2.52%2026-03-312026-05-01

VONV VANGUARD RUSSELL 1000 VALUE ETF131 shares-19.14%2026-03-312026-05-01

TROW PRICE T ROWE GROUP INC COM136 shares0.00%2026-03-312026-05-01

AWK AMERICAN WTR WKS CO INC NEW COM90 shares0.00%2026-03-312026-05-01

CORP PIMCO INVESTMENT GRADE CORPORATE BOND INDEX ETF126 shares0.00%2026-03-312026-05-01

Sponsored

SPMD STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF204 shares0.00%2026-03-312026-05-01

VONG VANGUARD RUSSELL 1000 GROWTH ETF110 shares-15.38%2026-03-312026-05-01

D DOMINION ENERGY INC COM194 shares0.00%2026-03-312026-05-01

SIRIUSXM HOLDINGS INC COMMON STOCK SIRIUSXM HOLDINGS INC COMMON STOCK519 shares0.97%2026-03-312026-05-01

VEEV VEEVA SYS INC CL A COM68 shares126.67%2026-03-312026-05-01

OKLO OKLO INC COM CL A240 shares20.00%2026-03-312026-05-01

LINDE PLC SHS LINDE PLC SHS24 shares0.00%2026-03-312026-05-01

CRDO CREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES125 sharesnew addition2026-03-312026-05-01

Sponsored

XES STATE STREET SPDR S&P OIL & GAS EQUIPMENT & SERVICES ETF100 sharesnew addition2026-03-312026-05-01

ABNB AIRBNB INC COM CL A92 shares0.00%2026-03-312026-05-01

XIFR XPLR INFRASTRUCTURE LP COM UNIT PART IN1.1K shares0.00%2026-03-312026-05-01

INDA ISHARES MSCI INDIA ETF245 shares-83.63%2026-03-312026-05-01

FVD FIRST TRUST VALUE LINE DIVIDEND INDEX FUND243 shares0.00%2026-03-312026-05-01

CACI CACI INTL INC CL A21 shares0.00%2026-03-312026-05-01

WEX WEX INC COM74 shares0.00%2026-03-312026-05-01

CVS CVS HEALTH CORP COM156 shares0.00%2026-03-312026-05-01

Sponsored

PEB-PE PEBBLEBROOK HOTEL TR 6.375 PFD SER E579 shares0.87%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP COM61 shares7.02%2026-03-312026-05-01

DIV GLOBAL X SUPERDIVIDEND US ETF581 shares1.75%2026-03-312026-05-01

CCJ CAMECO CORP COM100 shares0.00%2026-03-312026-05-01

CGCP

CAPITAL GROUP CORE PLUS INCOME ETF

19.49%

Shares368.5K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC COM

-0.08%

Shares31.1K

Event2026-03-31

Filed2026-05-01

JPST

JPMORGAN ULTRA-SHORT INCOME ETF

1.31%

Shares139.0K

Event2026-03-31

Filed2026-05-01

CGSD

CAPITAL GROUP SHORT DURATION INCOME ETF

9.40%

Shares257.3K

Event2026-03-31

Filed2026-05-01

ALPHABET INC CAP STK CL C

-0.13%

Shares19.4K

Event2026-03-31

Filed2026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE ETF

7.11%

Shares130.8K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP COM

4.84%

Shares13.3K

Event2026-03-31

Filed2026-05-01

AMGN

AMGEN INC COM

0.42%

Shares13.4K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION COM

-0.06%

Shares25.3K

Event2026-03-31

Filed2026-05-01

COWZ

PACER US CASH COWS 100 ETF

4.30%

Shares69.2K

Event2026-03-31

Filed2026-05-01

VTV

VANGUARD VALUE ETF

-0.74%

Shares22.0K

Event2026-03-31

Filed2026-05-01

CGXU

CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF

15.17%

Shares141.8K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO COM

-0.48%

Shares14.2K

Event2026-03-31

Filed2026-05-01

MERCK & CO INC COM

1.06%

Shares32.5K

Event2026-03-31

Filed2026-05-01

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

3.10%

Shares59.4K

Event2026-03-31

Filed2026-05-01

DFUS

DIMENSIONAL U.S. EQUITY MARKET ETF

4.26%

Shares50.0K

Event2026-03-31

Filed2026-05-01

BSV

VANGUARD SHORT-TERM BOND ETF

4.80%

Shares44.9K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD TOTAL STOCK MARKET ETF

-0.29%

Shares10.6K

Event2026-03-31

Filed2026-05-01

APA CORPORATION COM

-0.37%

Shares75.3K

Event2026-03-31

Filed2026-05-01

CVE

CENOVUS ENERGY INC COM

-0.83%

Shares116.5K

Event2026-03-31

Filed2026-05-01

CGMS

CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF

9.71%

Shares109.6K

Event2026-03-31

Filed2026-05-01

SPG

SIMON PPTY GROUP INC NEW COM

0.07%

Shares15.4K

Event2026-03-31

Filed2026-05-01

DFAE

DIMENSIONAL EMERGING CORE EQUITY MARKET ETF

0.15%

Shares84.1K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL CL B NEW

-1.69%

Shares5.9K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC COM

1.52%

Shares13.4K

Event2026-03-31

Filed2026-05-01

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

0.29%

Shares70.3K

Event2026-03-31

Filed2026-05-01

CSCO

CISCO SYS INC COM

0.50%

Shares35.3K

Event2026-03-31

Filed2026-05-01

VTIP

VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES ETF

5.17%

Shares54.1K

Event2026-03-31

Filed2026-05-01

AXP

AMERICAN EXPRESS CO COM

-3.35%

Shares8.9K

Event2026-03-31

Filed2026-05-01

CGUS

CAPITAL GROUP CORE EQUITY ETF

4.98%

Shares63.8K

Event2026-03-31

Filed2026-05-01

DFIV

DIMENSIONAL INTERNATIONAL VALUE ETF

2.35%

Shares46.2K

Event2026-03-31

Filed2026-05-01

CGCB

CAPITAL GROUP CORE BOND ETF

0.55%

Shares91.1K

Event2026-03-31

Filed2026-05-01

ALPHABET INC CAP STK CL A

-2.30%

Shares8.3K

Event2026-03-31

Filed2026-05-01

MAC

MACERICH CO COM

-0.49%

Shares123.2K

Event2026-03-31

Filed2026-05-01

OXY

OCCIDENTAL PETE CORP COM

-1.82%

Shares35.1K

Event2026-03-31

Filed2026-05-01

CVX

CHEVRON CORPORATION COM

0.54%

Shares11.0K

Event2026-03-31

Filed2026-05-01

DHI

D R HORTON INC COM

-0.90%

Shares14.8K

Event2026-03-31

Filed2026-05-01