Sponsored

The Analysis of Longview Financial Advisors, Inc.'s Holdings & P&L

Currently, Longview Financial Advisors, Inc. holds 163 types of securities in its portfolio with a total value $163.6M. In the most recent quarter, they have increased their positions in BOXX (+6.2K shares, valued at $718.3K), FYLD (+17.4K shares, valued at $651.2K), ICOW (+12.7K shares, valued at $538.9K); decreased their positions in PG (-3.0K shares, valued at $432.7K), TBIL (-4.6K shares, valued at $230.0K), WMT (-1.7K shares, valued at $206.2K); initiated new positions in XEL (+2.5K shares, valued at $202.6K), N/A (+1.5K shares, valued at $192.0K), MCD (+600 shares, valued at $186.5K).

1M P&L

+3.8M+2.27%

3M P&L

+1.4M+0.81%

HY P&L

+19.0M+12.49%

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/A155.1M

96.0%

2Drug Manufacturers - General1.6M

1.0%

3Utilities - Regulated Electric1.0M

0.6%

Top Industries by Stock Count

1N/A73 stocks

48.0%

2Oil & Gas Midstream7 stocks

4.6%

3Oil & Gas Integrated4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IQLT ISHARES MSCI INTL QUALITY FACTOR ETF323.1K shares2.60%2026-03-312026-04-20

FYLD CAMBRIA FOREIGN SHAREHOLDER YIELD ETF396.6K shares4.60%2026-03-312026-04-20

COWZ PACER US CASH COWS 100 ETF223.1K shares3.86%2026-03-312026-04-20

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF323.1K shares4.09%2026-03-312026-04-20

SPGP INVESCO S&P 500 GARP ETF109.7K shares2.11%2026-03-312026-04-20

GRNY FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF438.4K shares3.98%2026-03-312026-04-20

FRDM FREEDOM 100 EMERGING MARKETS ETF177.5K shares3.13%2026-03-312026-04-20

BOXX ALPHA ARCHITECT 1-3 MONTH BOX ETF80.9K shares8.26%2026-03-312026-04-20

Sponsored

INFL HORIZON KINETICS INFLATION BENEFICIARIES ETF177.2K shares2.48%2026-03-312026-04-20

HARD SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF229.8K shares5.68%2026-03-312026-04-20

CTA SIMPLIFY MANAGED FUTURES STRATEGY ETF206.4K shares8.17%2026-03-312026-04-20

DBMF IMGP DBI MANAGED FUTURES STRATEGY ETF149.8K shares7.00%2026-03-312026-04-20

KMLM KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF134.6K shares5.98%2026-03-312026-04-20

SPY STATE STREET SPDR S&P 500 ETF4.5K shares-0.47%2026-03-312026-04-20

TBIL F/M US TREASURY 3 MONTH BILL FUND49.3K shares-8.55%2026-03-312026-04-20

EQAL INVESCO RUSSELL 1000 EQUAL WEIGHT ETF44.1K shares0.01%2026-03-312026-04-20

Sponsored

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF41.8K shares0.85%2026-03-312026-04-20

LLY ELI LILLY & CO COM1.6K shares0.00%2026-03-312026-04-20

OMFL INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF24.4K shares-0.92%2026-03-312026-04-20

GNR STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF19.6K shares-0.15%2026-03-312026-04-20

SYLD CAMBRIA SHAREHOLDER YIELD ETF18.8K shares-0.64%2026-03-312026-04-20

AKRE FOCUS ETF AKRE FOCUS ETF25.8K shares6.40%2026-03-312026-04-20

AVUV AVANTIS U.S. SMALL CAP VALUE ETF11.8K shares-0.03%2026-03-312026-04-20

MTBA SIMPLIFY MBS ETF24.3K shares1.08%2026-03-312026-04-20

Sponsored

VO VANGUARD MID-CAP ETF3.8K shares-0.03%2026-03-312026-04-20

ISCF ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF25.1K shares-1.32%2026-03-312026-04-20

VTV VANGUARD VALUE ETF5.2K shares0.00%2026-03-312026-04-20

RSPG INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF5.8K shares-8.23%2026-03-312026-04-20

IVV ISHARES CORE S&P 500 ETF802 shares-0.12%2026-03-312026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares-2.60%2026-03-312026-04-20

SO SOUTHERN CO COM4.3K shares0.07%2026-03-312026-04-20

DFAI DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF9.8K shares0.00%2026-03-312026-04-20

Sponsored

AJG GALLAGHER ARTHUR J & CO COM1.5K shares0.00%2026-03-312026-04-20

WMT WALMART INC COM2.6K shares-39.08%2026-03-312026-04-20

XMMO INVESCO S&P MIDCAP MOMENTUM ETF2.2K shares-1.91%2026-03-312026-04-20

D DOMINION ENERGY INC COM5.0K shares0.00%2026-03-312026-04-20

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF4.6K shares-0.07%2026-03-312026-04-20

PM PHILIP MORRIS INTL INC COM1.6K shares-7.78%2026-03-312026-04-20

IVW ISHARES S&P 500 GROWTH ETF2.3K shares0.09%2026-03-312026-04-20

LMT LOCKHEED MARTIN CORP COM427 shares0.00%2026-03-312026-04-20

Sponsored

IVE ISHARES S&P 500 VALUE ETF1.1K shares0.35%2026-03-312026-04-20

QQQM INVESCO NASDAQ 100 ETF930 shares-5.20%2026-03-312026-04-20

TUA SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF10.3K shares0.08%2026-03-312026-04-20

XEL XCEL ENERGY INC COM2.5K sharesnew addition2026-03-312026-04-20

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW1.5K sharesnew addition2026-03-312026-04-20

MCD MCDONALDS CORP COM600 sharesnew addition2026-03-312026-04-20

ADP AUTOMATIC DATA PROCESSING INC COM861 shares0.00%2026-03-312026-04-20

CEG CONSTELLATION ENERGY CORP COM590 shares0.00%2026-03-312026-04-20

Sponsored

KO COCA COLA CO COM2.1K sharesnew addition2026-03-312026-04-20

VTI VANGUARD TOTAL STOCK MARKET ETF484 sharesnew addition2026-03-312026-04-20

CVX CHEVRON CORPORATION COM730 sharesnew addition2026-03-312026-04-20

GPC GENUINE PARTS CO COM1.3K sharesnew addition2026-03-312026-04-20

SYY SYSCO CORP COM1.9K sharesnew addition2026-03-312026-04-20

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF224 sharesnew addition2026-03-312026-04-20

GVAL CAMBRIA GLOBAL VALUE ETF4.0K sharesnew addition2026-03-312026-04-20

USMV ISHARES MSCI USA MIN VOL FACTOR ETF1.4K sharesnew addition2026-03-312026-04-20

Sponsored

PG PROCTER & GAMBLE CO COM870 shares-77.50%2026-03-312026-04-20

EFA ISHARES MSCI EAFE ETF1.2K sharesnew addition2026-03-312026-04-20

PAYX PAYCHEX INC COM1.2K sharesnew addition2026-03-312026-04-20

KMB KIMBERLY-CLARK CORP COM1.2K sharesnew addition2026-03-312026-04-20

VAL VALARIS LTD CL A1.1K sharesnew addition2026-03-312026-04-20

HD HOME DEPOT INC COM289 sharesnew addition2026-03-312026-04-20

GSEW GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF1.1K sharesnew addition2026-03-312026-04-20

BMY BRISTOL-MYERS SQUIBB CO COM1.4K sharesnew addition2026-03-312026-04-20

Sponsored

EXC EXELON CORP COM1.8K sharesnew addition2026-03-312026-04-20

AVLV AVANTIS U.S. LARGE CAP VALUE ETF1.1K sharesnew addition2026-03-312026-04-20

T AT&T INC COM3.0K sharesnew addition2026-03-312026-04-20

PFE PFIZER INC COM3.0K sharesnew addition2026-03-312026-04-20

STXD STRIVE 1000 DIVIDEND GROWTH ETF2.3K sharesnew addition2026-03-312026-04-20

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF804 sharesnew addition2026-03-312026-04-20

STXV STRIVE 1000 VALUE ETF2.2K sharesnew addition2026-03-312026-04-20

AVEM AVANTIS EMERGING MARKETS EQUITY ETF969 sharesnew addition2026-03-312026-04-20

Sponsored

VZ VERIZON COMMUNICATIONS INC COM1.5K sharesnew addition2026-03-312026-04-20

IJK ISHARES S&P MID-CAP 400 GROWTH ETF632 sharesnew addition2026-03-312026-04-20

AVIV AVANTIS INTERNATIONAL LARGE CAP VALUE ETF849 sharesnew addition2026-03-312026-04-20

IEI ISHARES 3-7 YEAR TREASURY BOND ETF535 sharesnew addition2026-03-312026-04-20

IJJ ISHARES S&P MID-CAP 400 VALUE ETF441 sharesnew addition2026-03-312026-04-20

DGRO ISHARES CORE DIVIDEND GROWTH ETF831 sharesnew addition2026-03-312026-04-20

CRS CARPENTER TECHNOLOGY CORP COM139 sharesnew addition2026-03-312026-04-20

TDW TIDEWATER INC NEW COM650 sharesnew addition2026-03-312026-04-20

Sponsored

UEC URANIUM ENERGY CORP COM3.8K sharesnew addition2026-03-312026-04-20

GLTR ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF230 sharesnew addition2026-03-312026-04-20

IBM INTERNATIONAL BUSINESS MACHS COM200 sharesnew addition2026-03-312026-04-20

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF407 sharesnew addition2026-03-312026-04-20

GTO INVESCO TOTAL RETURN BOND ETF1.0K sharesnew addition2026-03-312026-04-20

FNCL FIDELITY MSCI FINANCIALS INDEX ETF553 sharesnew addition2026-03-312026-04-20

GLD SPDR GOLD SHARES81 sharesnew addition2026-03-312026-04-20

DFAC DIMENSIONAL U.S. CORE EQUITY 2 ETF887 sharesnew addition2026-03-312026-04-20

Sponsored

COPX GLOBAL X COPPER MINERS ETF441 sharesnew addition2026-03-312026-04-20

URNM SPROTT URANIUM MINERS ETF500 sharesnew addition2026-03-312026-04-20

ISHARES GOLD TRUST ISHARES GOLD TRUST333 sharesnew addition2026-03-312026-04-20

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF233 sharesnew addition2026-03-312026-04-20

ADUR ADURO CLEAN TECHNOLOGIES INC COM NEW2.6K sharesnew addition2026-03-312026-04-20

NVDA NVIDIA CORPORATION COM153 sharesnew addition2026-03-312026-04-20

PBI PITNEY BOWES INC COM2.4K sharesnew addition2026-03-312026-04-20

LDOS LEIDOS HOLDINGS INC COM164 sharesnew addition2026-03-312026-04-20

Sponsored

DFAX DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF751 sharesnew addition2026-03-312026-04-20

TK TEEKAY CORPORATION LTD SHS1.9K sharesnew addition2026-03-312026-04-20

PBR PETROLEO BRASILEIRO S A SPONSORED ADR1.1K sharesnew addition2026-03-312026-04-20

HON HONEYWELL INTL INC COM100 sharesnew addition2026-03-312026-04-20

STNG SCORPIO TANKERS INC SHS278 sharesnew addition2026-03-312026-04-20

IMO IMPERIAL OIL LTD COM NEW158 sharesnew addition2026-03-312026-04-20

UROY URANIUM RTY CORP COM5.6K sharesnew addition2026-03-312026-04-20

AGG ISHARES CORE U.S. AGGREGATE BOND ETF205 sharesnew addition2026-03-312026-04-20

Sponsored

AZO AUTOZONE INC COM6 sharesnew addition2026-03-312026-04-20

EC ECOPETROL S A SPONSORED ADS1.3K sharesnew addition2026-03-312026-04-20

WBD WARNER BROS DISCOVERY INC COM SER A689 sharesnew addition2026-03-312026-04-20

STRV STRIVE 500 ETF450 sharesnew addition2026-03-312026-04-20

CNQ CANADIAN NAT RES LTD MED TERM COM373 sharesnew addition2026-03-312026-04-20

TNK TEEKAY TANKERS LTD CL A239 sharesnew addition2026-03-312026-04-20

VXF VANGUARD EXTENDED MARKET ETF79 sharesnew addition2026-03-312026-04-20

INSW INTERNATIONAL SEAWAYS INC COM208 sharesnew addition2026-03-312026-04-20

Sponsored

FLAGSTAR BANK NATIONAL ASSOCIA COM NEW FLAGSTAR BANK NATIONAL ASSOCIA COM NEW1.1K sharesnew addition2026-03-312026-04-20

XMHQ INVESCO S&P MIDCAP QUALITY ETF135 sharesnew addition2026-03-312026-04-20

LNG CHENIERE ENERGY INC COM NEW47 sharesnew addition2026-03-312026-04-20

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND176 sharesnew addition2026-03-312026-04-20

AVT AVNET INC COM212 sharesnew addition2026-03-312026-04-20

BLDR BUILDERS FIRSTSOURCE INC COM138 sharesnew addition2026-03-312026-04-20

ITUB ITAU UNIBANCO HLDG S A SPON ADR REP PFD1.3K sharesnew addition2026-03-312026-04-20

NRP NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR75 sharesnew addition2026-03-312026-04-20

Sponsored

SCHP SCHWAB US TIPS ETF340 sharesnew addition2026-03-312026-04-20

COF CAPITAL ONE FINL CORP COM44 sharesnew addition2026-03-312026-04-20

COEUR MNG INC COM NEW COEUR MNG INC COM NEW411 sharesnew addition2026-03-312026-04-20

PPTA PERPETUA RESOURCES CORP COM268 sharesnew addition2026-03-312026-04-20

LUMN LUMEN TECHNOLOGIES INC COM1.1K sharesnew addition2026-03-312026-04-20

ASML ASML HLDG NV N Y REGISTRY SHS5 sharesnew addition2026-03-312026-04-20

ATI ATI INC COM48 sharesnew addition2026-03-312026-04-20

ARLP ALLIANCE RESOURCE PARTNERS L P UT LTD PART250 sharesnew addition2026-03-312026-04-20

Sponsored

SAIC SCIENCE APPLICATIONS INTL CORP COM69 sharesnew addition2026-03-312026-04-20

AEM AGNICO EAGLE MINES LTD COM32 sharesnew addition2026-03-312026-04-20

RSST RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF225 sharesnew addition2026-03-312026-04-20

AGI ALAMOS GOLD INC COM CL A139 sharesnew addition2026-03-312026-04-20

IDR IDAHO STRATEGIC RESOURCES COM NEW187 sharesnew addition2026-03-312026-04-20

UTWO US TREASURY 2 YEAR NOTE ETF119 sharesnew addition2026-03-312026-04-20

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW11 sharesnew addition2026-03-312026-04-20

SCHD SCHWAB US DIVIDEND EQUITY ETF178 sharesnew addition2026-03-312026-04-20

Sponsored

IDEQ LAZARD INTERNATIONAL DYNAMIC EQUITY ETF167 sharesnew addition2026-03-312026-04-20

TMQ TRILOGY METALS INC NEW COM1.3K sharesnew addition2026-03-312026-04-20

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX25 sharesnew addition2026-03-312026-04-20

VTRS VIATRIS INC COM301 sharesnew addition2026-03-312026-04-20

GLNG GOLAR LNG LTD SHS75 sharesnew addition2026-03-312026-04-20

MA MASTERCARD INCORPORATED CL A8 sharesnew addition2026-03-312026-04-20

UNIT UNITI GROUP LLC COM SHS403 sharesnew addition2026-03-312026-04-20

MCO MOODYS CORP COM7 sharesnew addition2026-03-312026-04-20

Sponsored

LAC LITHIUM AMERS CORP NEW COM SHS845 sharesnew addition2026-03-312026-04-20

DHT DHT HOLDINGS INC SHS NEW180 sharesnew addition2026-03-312026-04-20

MS MORGAN STANLEY COM NEW19 sharesnew addition2026-03-312026-04-20

NAK NORTHERN DYNASTY MINERALS LTD COM NEW2.2K sharesnew addition2026-03-312026-04-20

NMM NAVIOS MARITIME PARTNERS LP COM UNIT LPI45 sharesnew addition2026-03-312026-04-20

CARG CARGURUS INC COM CL A87 sharesnew addition2026-03-312026-04-20

DIS DISNEY WALT CO COM30 sharesnew addition2026-03-312026-04-20

HCI HCI GROUP INC COM17 sharesnew addition2026-03-312026-04-20

Sponsored

TOTALENERGIES SE ACT TOTALENERGIES SE ACT27 sharesnew addition2026-03-312026-04-20

AVNS AVANOS MED INC COM145 sharesnew addition2026-03-312026-04-20

XSVM INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF33 sharesnew addition2026-03-312026-04-20

SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS25 sharesnew addition2026-03-312026-04-20

CB CHUBB LTD SWITZ COM5 sharesnew addition2026-03-312026-04-20

GRAYSCALE BITCOIN MINI TRUST ETF GRAYSCALE BITCOIN MINI TRUST ETF20 sharesnew addition2026-03-312026-04-20

VLTO VERALTO CORP COM SHS6 sharesnew addition2026-03-312026-04-20

KD KYNDRYL HLDGS INC COMMON STOCK40 sharesnew addition2026-03-312026-04-20

Sponsored

ETH GRAYSCALE ETHEREUM STAKING MINI ETF10 sharesnew addition2026-03-312026-04-20

CL COLGATE PALMOLIVE CO COM2 sharesnew addition2026-03-312026-04-20

NTSX WISDOMTREE U.S. EFFICIENT CORE FUNDN/A sharesnew addition2026-03-312026-04-20

IQLT

ISHARES MSCI INTL QUALITY FACTOR ETF

2.60%

Shares323.1K

Event2026-03-31

Filed2026-04-20

FYLD

CAMBRIA FOREIGN SHAREHOLDER YIELD ETF

4.60%

Shares396.6K

Event2026-03-31

Filed2026-04-20

COWZ

PACER US CASH COWS 100 ETF

3.86%

Shares223.1K

Event2026-03-31

Filed2026-04-20

ICOW

PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF

4.09%

Shares323.1K

Event2026-03-31

Filed2026-04-20

SPGP

INVESCO S&P 500 GARP ETF

2.11%

Shares109.7K

Event2026-03-31

Filed2026-04-20

GRNY

FUNDSTRAT GRANNY SHOTS US LARGE CAP ETF

3.98%

Shares438.4K

Event2026-03-31

Filed2026-04-20

FRDM

FREEDOM 100 EMERGING MARKETS ETF

3.13%

Shares177.5K

Event2026-03-31

Filed2026-04-20

BOXX

ALPHA ARCHITECT 1-3 MONTH BOX ETF

8.26%

Shares80.9K

Event2026-03-31

Filed2026-04-20

INFL

HORIZON KINETICS INFLATION BENEFICIARIES ETF

2.48%

Shares177.2K

Event2026-03-31

Filed2026-04-20

HARD

SIMPLIFY COMMODITIES STRATEGY NO K-1 ETF

5.68%

Shares229.8K

Event2026-03-31

Filed2026-04-20

CTA

SIMPLIFY MANAGED FUTURES STRATEGY ETF

8.17%

Shares206.4K

Event2026-03-31

Filed2026-04-20

DBMF

IMGP DBI MANAGED FUTURES STRATEGY ETF

7.00%

Shares149.8K

Event2026-03-31

Filed2026-04-20

KMLM

KRANESHARES MOUNT LUCAS MANAGED FUTURES INDEX STRATEGY ETF

5.98%

Shares134.6K

Event2026-03-31

Filed2026-04-20

SPY

STATE STREET SPDR S&P 500 ETF

-0.47%

Shares4.5K

Event2026-03-31

Filed2026-04-20

TBIL

F/M US TREASURY 3 MONTH BILL FUND

-8.55%

Shares49.3K

Event2026-03-31

Filed2026-04-20

EQAL

INVESCO RUSSELL 1000 EQUAL WEIGHT ETF

0.01%

Shares44.1K

Event2026-03-31

Filed2026-04-20

DISV

DIMENSIONAL INTERNATIONAL SMALL CAP VALUE ETF

0.85%

Shares41.8K

Event2026-03-31

Filed2026-04-20

LLY

ELI LILLY & CO COM

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-20

OMFL

INVESCO RUSSELL 1000 DYNAMIC MULTIFACTOR ETF

-0.92%

Shares24.4K

Event2026-03-31

Filed2026-04-20

GNR

STATE STREET SPDR S&P GLOBAL NATURAL RESOURCES ETF

-0.15%

Shares19.6K

Event2026-03-31

Filed2026-04-20

SYLD

CAMBRIA SHAREHOLDER YIELD ETF

-0.64%

Shares18.8K

Event2026-03-31

Filed2026-04-20

AKRE FOCUS ETF

6.40%

Shares25.8K

Event2026-03-31

Filed2026-04-20

AVUV

AVANTIS U.S. SMALL CAP VALUE ETF

-0.03%

Shares11.8K

Event2026-03-31

Filed2026-04-20

MTBA

SIMPLIFY MBS ETF

1.08%

Shares24.3K

Event2026-03-31

Filed2026-04-20

VANGUARD MID-CAP ETF

-0.03%

Shares3.8K

Event2026-03-31

Filed2026-04-20

ISCF

ISHARES INTERNATIONAL SMALLCAP EQUITY FACTOR ETF

-1.32%

Shares25.1K

Event2026-03-31

Filed2026-04-20

VTV

VANGUARD VALUE ETF

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-20

RSPG

INVESCO S&P 500 EQUAL WEIGHT ENERGY ETF

-8.23%

Shares5.8K

Event2026-03-31

Filed2026-04-20

IVV

ISHARES CORE S&P 500 ETF

-0.12%

Shares802

Event2026-03-31

Filed2026-04-20

INVESCO S&P 500 EQUAL WEIGHT ETF

-2.60%

Shares2.2K

Event2026-03-31

Filed2026-04-20

SOUTHERN CO COM

0.07%

Shares4.3K

Event2026-03-31

Filed2026-04-20

DFAI

DIMENSIONAL INTERNATIONAL CORE EQUITY MARKET ETF

0.00%

Shares9.8K

Event2026-03-31

Filed2026-04-20

AJG

GALLAGHER ARTHUR J & CO COM

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-20

WMT

WALMART INC COM

-39.08%

Shares2.6K

Event2026-03-31

Filed2026-04-20

XMMO

INVESCO S&P MIDCAP MOMENTUM ETF

-1.91%

Shares2.2K

Event2026-03-31

Filed2026-04-20

DOMINION ENERGY INC COM

0.00%

Shares5.0K

Event2026-03-31

Filed2026-04-20

XLE

STATE STREET ENERGY SELECT SECTOR SPDR ETF

-0.07%

Shares4.6K

Event2026-03-31

Filed2026-04-20

PHILIP MORRIS INTL INC COM

-7.78%

Shares1.6K

Event2026-03-31

Filed2026-04-20

IVW

ISHARES S&P 500 GROWTH ETF

0.09%

Shares2.3K

Event2026-03-31

Filed2026-04-20

LMT

LOCKHEED MARTIN CORP COM

0.00%

Shares427

Event2026-03-31

Filed2026-04-20

IVE

ISHARES S&P 500 VALUE ETF

0.35%

Shares1.1K

Event2026-03-31

Filed2026-04-20

QQQM

INVESCO NASDAQ 100 ETF

-5.20%

Shares930

Event2026-03-31

Filed2026-04-20

TUA

SIMPLIFY SHORT TERM TREASURY FUTURES STRATEGY ETF

0.08%

Shares10.3K

Event2026-03-31

Filed2026-04-20

XEL

XCEL ENERGY INC COM

New

Shares2.5K

Event2026-03-31

Filed2026-04-20

DUKE ENERGY CORP NEW COM NEW

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

MCD

MCDONALDS CORP COM

New

Shares600

Event2026-03-31

Filed2026-04-20

ADP

AUTOMATIC DATA PROCESSING INC COM

0.00%

Shares861

Event2026-03-31

Filed2026-04-20

CEG

CONSTELLATION ENERGY CORP COM

0.00%

Shares590

Event2026-03-31

Filed2026-04-20

COCA COLA CO COM

New

Shares2.1K

Event2026-03-31

Filed2026-04-20

VTI

VANGUARD TOTAL STOCK MARKET ETF

New

Shares484

Event2026-03-31

Filed2026-04-20

CVX

CHEVRON CORPORATION COM

New

Shares730

Event2026-03-31

Filed2026-04-20

GPC

GENUINE PARTS CO COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-20

SYY

SYSCO CORP COM

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

VANGUARD S&P 500 ETF

New

Shares224

Event2026-03-31

Filed2026-04-20

GVAL

CAMBRIA GLOBAL VALUE ETF

New

Shares4.0K

Event2026-03-31

Filed2026-04-20

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

PROCTER & GAMBLE CO COM

-77.50%

Shares870

Event2026-03-31

Filed2026-04-20

EFA

ISHARES MSCI EAFE ETF

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

PAYX

PAYCHEX INC COM

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

KMB

KIMBERLY-CLARK CORP COM

New

Shares1.2K

Event2026-03-31

Filed2026-04-20

VAL

VALARIS LTD CL A

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

HOME DEPOT INC COM

New

Shares289

Event2026-03-31

Filed2026-04-20

GSEW

GOLDMAN SACHS EQUAL WEIGHT U.S. LARGE CAP EQUITY ETF

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

BMY

BRISTOL-MYERS SQUIBB CO COM

New

Shares1.4K

Event2026-03-31

Filed2026-04-20

EXC

EXELON CORP COM

New

Shares1.8K

Event2026-03-31

Filed2026-04-20

AVLV

AVANTIS U.S. LARGE CAP VALUE ETF

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

AT&T INC COM

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

PFE

PFIZER INC COM

New

Shares3.0K

Event2026-03-31

Filed2026-04-20

STXD

STRIVE 1000 DIVIDEND GROWTH ETF

New

Shares2.3K

Event2026-03-31

Filed2026-04-20

AVDV

AVANTIS INTERNATIONAL SMALL CAP VALUE ETF

New

Shares804

Event2026-03-31

Filed2026-04-20

STXV

STRIVE 1000 VALUE ETF

New

Shares2.2K

Event2026-03-31

Filed2026-04-20

AVEM

AVANTIS EMERGING MARKETS EQUITY ETF

New

Shares969

Event2026-03-31

Filed2026-04-20

VERIZON COMMUNICATIONS INC COM

New

Shares1.5K

Event2026-03-31

Filed2026-04-20

IJK

ISHARES S&P MID-CAP 400 GROWTH ETF

New

Shares632

Event2026-03-31

Filed2026-04-20

AVIV

AVANTIS INTERNATIONAL LARGE CAP VALUE ETF

New

Shares849

Event2026-03-31

Filed2026-04-20

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

New

Shares535

Event2026-03-31

Filed2026-04-20

IJJ

ISHARES S&P MID-CAP 400 VALUE ETF

New

Shares441

Event2026-03-31

Filed2026-04-20

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

New

Shares831

Event2026-03-31

Filed2026-04-20

CRS

CARPENTER TECHNOLOGY CORP COM

New

Shares139

Event2026-03-31

Filed2026-04-20

TDW

TIDEWATER INC NEW COM

New

Shares650

Event2026-03-31

Filed2026-04-20

UEC

URANIUM ENERGY CORP COM

New

Shares3.8K

Event2026-03-31

Filed2026-04-20

GLTR

ABRDN PHYSICAL PRECIOUS METALS BASKET SHARES ETF

New

Shares230

Event2026-03-31

Filed2026-04-20

IBM

INTERNATIONAL BUSINESS MACHS COM

New

Shares200

Event2026-03-31

Filed2026-04-20

IJS

ISHARES S&P SMALL-CAP 600 VALUE ETF

New

Shares407

Event2026-03-31

Filed2026-04-20

GTO

INVESCO TOTAL RETURN BOND ETF

New

Shares1.0K

Event2026-03-31

Filed2026-04-20

FNCL

FIDELITY MSCI FINANCIALS INDEX ETF

New

Shares553

Event2026-03-31

Filed2026-04-20

GLD

SPDR GOLD SHARES

New

Shares81

Event2026-03-31

Filed2026-04-20

DFAC

DIMENSIONAL U.S. CORE EQUITY 2 ETF

New

Shares887

Event2026-03-31

Filed2026-04-20

COPX

GLOBAL X COPPER MINERS ETF

New

Shares441

Event2026-03-31

Filed2026-04-20

URNM

SPROTT URANIUM MINERS ETF

New

Shares500

Event2026-03-31

Filed2026-04-20

ISHARES GOLD TRUST

New

Shares333

Event2026-03-31

Filed2026-04-20

GSLC

TR ACTIVEBETA US LARGE CAP EQUITY ETF

New

Shares233

Event2026-03-31

Filed2026-04-20

ADUR

ADURO CLEAN TECHNOLOGIES INC COM NEW

New

Shares2.6K

Event2026-03-31

Filed2026-04-20

NVDA

NVIDIA CORPORATION COM

New

Shares153

Event2026-03-31

Filed2026-04-20

PBI

PITNEY BOWES INC COM

New

Shares2.4K

Event2026-03-31

Filed2026-04-20

LDOS

LEIDOS HOLDINGS INC COM

New

Shares164

Event2026-03-31

Filed2026-04-20

DFAX

DIMENSIONAL WORLD EX U.S. CORE EQUITY 2 ETF

New

Shares751

Event2026-03-31

Filed2026-04-20

TEEKAY CORPORATION LTD SHS

New

Shares1.9K

Event2026-03-31

Filed2026-04-20

PBR

PETROLEO BRASILEIRO S A SPONSORED ADR

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

HON

HONEYWELL INTL INC COM

New

Shares100

Event2026-03-31

Filed2026-04-20

STNG

SCORPIO TANKERS INC SHS

New

Shares278

Event2026-03-31

Filed2026-04-20

IMO

IMPERIAL OIL LTD COM NEW

New

Shares158

Event2026-03-31

Filed2026-04-20

UROY

URANIUM RTY CORP COM

New

Shares5.6K

Event2026-03-31

Filed2026-04-20

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

New

Shares205

Event2026-03-31

Filed2026-04-20

AZO

AUTOZONE INC COM

New

Shares6

Event2026-03-31

Filed2026-04-20

ECOPETROL S A SPONSORED ADS

New

Shares1.3K

Event2026-03-31

Filed2026-04-20

WBD

WARNER BROS DISCOVERY INC COM SER A

New

Shares689

Event2026-03-31

Filed2026-04-20

STRV

STRIVE 500 ETF

New

Shares450

Event2026-03-31

Filed2026-04-20

CNQ

CANADIAN NAT RES LTD MED TERM COM

New

Shares373

Event2026-03-31

Filed2026-04-20

TNK

TEEKAY TANKERS LTD CL A

New

Shares239

Event2026-03-31

Filed2026-04-20

VXF

VANGUARD EXTENDED MARKET ETF

New

Shares79

Event2026-03-31

Filed2026-04-20

INSW

INTERNATIONAL SEAWAYS INC COM

New

Shares208

Event2026-03-31

Filed2026-04-20

FLAGSTAR BANK NATIONAL ASSOCIA COM NEW

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

XMHQ

INVESCO S&P MIDCAP QUALITY ETF

New

Shares135

Event2026-03-31

Filed2026-04-20

LNG

CHENIERE ENERGY INC COM NEW

New

Shares47

Event2026-03-31

Filed2026-04-20

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

New

Shares176

Event2026-03-31

Filed2026-04-20

AVT

AVNET INC COM

New

Shares212

Event2026-03-31

Filed2026-04-20

BLDR

BUILDERS FIRSTSOURCE INC COM

New

Shares138

Event2026-03-31

Filed2026-04-20

ITUB

ITAU UNIBANCO HLDG S A SPON ADR REP PFD

New

Shares1.3K

Event2026-03-31

Filed2026-04-20

NRP

NATURAL RESOURCE PARTNERS LP COM UNIT LTD PAR

New

Shares75

Event2026-03-31

Filed2026-04-20

SCHP

SCHWAB US TIPS ETF

New

Shares340

Event2026-03-31

Filed2026-04-20

COF

CAPITAL ONE FINL CORP COM

New

Shares44

Event2026-03-31

Filed2026-04-20

COEUR MNG INC COM NEW

New

Shares411

Event2026-03-31

Filed2026-04-20

PPTA

PERPETUA RESOURCES CORP COM

New

Shares268

Event2026-03-31

Filed2026-04-20

LUMN

LUMEN TECHNOLOGIES INC COM

New

Shares1.1K

Event2026-03-31

Filed2026-04-20

ASML

ASML HLDG NV N Y REGISTRY SHS

New

Shares5

Event2026-03-31

Filed2026-04-20

ATI

ATI INC COM

New

Shares48

Event2026-03-31

Filed2026-04-20

ARLP

ALLIANCE RESOURCE PARTNERS L P UT LTD PART

New

Shares250

Event2026-03-31

Filed2026-04-20

SAIC

SCIENCE APPLICATIONS INTL CORP COM

New

Shares69

Event2026-03-31

Filed2026-04-20

AEM

AGNICO EAGLE MINES LTD COM

New

Shares32

Event2026-03-31

Filed2026-04-20

RSST

RETURN STACKED U.S. STOCKS & MANAGED FUTURES ETF

New

Shares225

Event2026-03-31

Filed2026-04-20

AGI

ALAMOS GOLD INC COM CL A

New

Shares139

Event2026-03-31

Filed2026-04-20

IDR

IDAHO STRATEGIC RESOURCES COM NEW

New

Shares187

Event2026-03-31

Filed2026-04-20

UTWO

US TREASURY 2 YEAR NOTE ETF

New

Shares119

Event2026-03-31

Filed2026-04-20

BERKSHIRE HATHAWAY INC DEL CL B NEW

New

Shares11

Event2026-03-31

Filed2026-04-20

SCHD

SCHWAB US DIVIDEND EQUITY ETF

New

Shares178

Event2026-03-31

Filed2026-04-20

IDEQ

LAZARD INTERNATIONAL DYNAMIC EQUITY ETF

New

Shares167

Event2026-03-31

Filed2026-04-20

TMQ

TRILOGY METALS INC NEW COM

New

Shares1.3K

Event2026-03-31

Filed2026-04-20

GRID

FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX

New

Shares25

Event2026-03-31

Filed2026-04-20

VTRS

VIATRIS INC COM

New

Shares301

Event2026-03-31

Filed2026-04-20

GLNG

GOLAR LNG LTD SHS

New

Shares75

Event2026-03-31

Filed2026-04-20

MASTERCARD INCORPORATED CL A

New

Shares8

Event2026-03-31

Filed2026-04-20

UNIT

UNITI GROUP LLC COM SHS

New

Shares403

Event2026-03-31

Filed2026-04-20

MCO

MOODYS CORP COM

New

Shares7

Event2026-03-31

Filed2026-04-20

LAC

LITHIUM AMERS CORP NEW COM SHS

New

Shares845

Event2026-03-31

Filed2026-04-20

DHT

DHT HOLDINGS INC SHS NEW

New

Shares180

Event2026-03-31

Filed2026-04-20

MORGAN STANLEY COM NEW

New

Shares19

Event2026-03-31

Filed2026-04-20

NAK

NORTHERN DYNASTY MINERALS LTD COM NEW

New

Shares2.2K

Event2026-03-31

Filed2026-04-20

NMM

NAVIOS MARITIME PARTNERS LP COM UNIT LPI

New

Shares45

Event2026-03-31

Filed2026-04-20

CARG

CARGURUS INC COM CL A

New

Shares87

Event2026-03-31

Filed2026-04-20

DIS

DISNEY WALT CO COM

New

Shares30

Event2026-03-31

Filed2026-04-20

HCI

HCI GROUP INC COM

New

Shares17

Event2026-03-31

Filed2026-04-20

TOTALENERGIES SE ACT

New

Shares27

Event2026-03-31

Filed2026-04-20

AVNS

AVANOS MED INC COM

New

Shares145

Event2026-03-31

Filed2026-04-20

XSVM

INVESCO S&P SMALLCAP VALUE WITH MOMENTUM ETF

New

Shares33

Event2026-03-31

Filed2026-04-20

SOLSTICE ADVANCED MATLS INC COM SHS

New

Shares25

Event2026-03-31

Filed2026-04-20

CHUBB LTD SWITZ COM

New

Shares5

Event2026-03-31

Filed2026-04-20

GRAYSCALE BITCOIN MINI TRUST ETF

New

Shares20

Event2026-03-31

Filed2026-04-20

VLTO

VERALTO CORP COM SHS

New

Shares6

Event2026-03-31

Filed2026-04-20

KYNDRYL HLDGS INC COMMON STOCK

New

Shares40

Event2026-03-31

Filed2026-04-20

ETH

GRAYSCALE ETHEREUM STAKING MINI ETF

New

Shares10

Event2026-03-31

Filed2026-04-20

COLGATE PALMOLIVE CO COM

New

Shares2

Event2026-03-31

Filed2026-04-20

NTSX

WISDOMTREE U.S. EFFICIENT CORE FUND

New

SharesN/A

Event2026-03-31

Filed2026-04-20

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available