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The Analysis of LongView Wealth Management's Holdings & P&L

Currently, LongView Wealth Management holds 247 types of securities in its portfolio with a total value $398.1M. In the most recent quarter, they have increased their positions in FBND (+48.6K shares, valued at $2.2M), N/A (+3.0K shares, valued at $1.9M), SCHG (+47.2K shares, valued at $1.5M); decreased their positions in SCHD (-122.5K shares, valued at $3.8M), FNDF (-58.5K shares, valued at $3.0M), EIPI (-109.8K shares, valued at $2.4M); initiated new positions in FELC (+26.6K shares, valued at $1.0M), SCHZ (+19.8K shares, valued at $460.8K), CGCV (+12.7K shares, valued at $394.7K).

1M P&L

+2.3M+0.60%

3M P&L

-53.5M-12.24%

HY P&L

-34.2M-8.19%

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/A282.6M

75.7%

2Consumer Electronics13.8M

3.7%

3Home Improvement Retail11.0M

3.0%

Top Industries by Stock Count

1N/A163 stocks

70.0%

2Semiconductors5 stocks

2.1%

3Oil & Gas Midstream4 stocks

1.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR663.4K shares-15.58%2026-03-312026-04-15

ILCG ISHARES TR136.1K shares-7.46%2026-03-312026-04-15

AAPL APPLE INC53.5K shares-10.06%2026-03-312026-04-15

FBND FIDELITY MERRIMACK STR TR299.6K shares19.38%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF271.8K shares5.07%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE258.0K shares8.24%2026-03-312026-04-15

SCHX SCHWAB STRATEGIC TR418.1K shares-1.37%2026-03-312026-04-15

HD HOME DEPOT INC31.4K shares-7.70%2026-03-312026-04-15

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CGBL CAPITAL GROUP CORE BALANCED264.3K shares7.87%2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS11.9K shares33.96%2026-03-312026-04-15

VUG VANGUARD INDEX FDS15.5K shares-1.94%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR11.5K shares-2.03%2026-03-312026-04-15

GPC GENUINE PARTS CO65.8K shares-5.49%2026-03-312026-04-15

SCHY SCHWAB STRATEGIC TR199.4K shares10.30%2026-03-312026-04-15

IQLT ISHARES TR115.1K shares-29.65%2026-03-312026-04-15

VT VANGUARD INTL EQUITY INDEX F30.9K shares0.13%2026-03-312026-04-15

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VO VANGUARD INDEX FDS15.1K shares-3.82%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR142.8K shares49.37%2026-03-312026-04-15

VB VANGUARD INDEX FDS15.9K shares-12.47%2026-03-312026-04-15

FNDF SCHWAB STRATEGIC TR85.6K shares-40.58%2026-03-312026-04-15

CGDG CAPITAL GROUP DIVIDEND GROWE117.0K shares1.75%2026-03-312026-04-15

AMZN AMAZON COM INC16.9K shares-7.59%2026-03-312026-04-15

ICSH ISHARES TR82.5K shares-36.06%2026-03-312026-04-15

CGGE CAPITAL GROUP GLOBAL EQUITY125.5K shares3.07%2026-03-312026-04-15

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FMDE FIDELITY COVINGTON TRUST108.3K shares-24.15%2026-03-312026-04-15

NVDA NVIDIA CORPORATION19.5K shares-2.30%2026-03-312026-04-15

CGMU CAPITAL GRP FIXED INCM ETF T138.7K shares37.93%2026-03-312026-04-15

KO COCA COLA CO49.1K shares-3.35%2026-03-312026-04-15

CGMS CAPITAL GRP FIXED INCM ETF T133.4K shares4.68%2026-03-312026-04-15

VTI VANGUARD INDEX FDS10.8K shares9.90%2026-03-312026-04-15

JEPI J P MORGAN EXCHANGE TRADED F61.2K shares38.58%2026-03-312026-04-15

VTV VANGUARD INDEX FDS17.3K shares-3.55%2026-03-312026-04-15

Sponsored

MSFT MICROSOFT CORP8.8K shares-2.77%2026-03-312026-04-15

AFL AFLAC INC29.7K shares-9.14%2026-03-312026-04-15

CGGO CAPITAL GROUP GBL GROWTH EQT85.2K shares-4.25%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON12.6K shares-8.96%2026-03-312026-04-15

SO SOUTHERN CO31.3K shares-10.06%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ET69.5K shares-2.55%2026-03-312026-04-15

UTG REAVES UTIL INCOME FD67.4K shares0.10%2026-03-312026-04-15

CGCP CAPITAL GRP FIXED INCM ETF T118.5K shares0.97%2026-03-312026-04-15

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IVV ISHARES TR3.8K shares9.74%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares-26.08%2026-03-312026-04-15

IYW ISHARES TR12.7K shares-2.34%2026-03-312026-04-15

CGCB CAPITAL GRP FIXED INCM ETF T96.0K shares3.54%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS36.7K shares1.01%2026-03-312026-04-15

XOM EXXON MOBIL CORP16.8K shares-6.49%2026-03-312026-04-15

AGG ISHARES TR24.0K shares0.02%2026-03-312026-04-15

EPS WISDOMTREE TR32.8K shares85.30%2026-03-312026-04-15

Sponsored

EIPI FIRST TR EXCHNG TRADED FD VI106.6K shares-50.75%2026-03-312026-04-15

WMT WALMART INC15.8K shares-21.98%2026-03-312026-04-15

IVW ISHARES TR15.1K shares12.71%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC16.7K shares0.15%2026-03-312026-04-15

FENI FIDELITY COVINGTON TRUST43.2K shares-46.44%2026-03-312026-04-15

IEFA ISHARES TR17.7K shares2.48%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS11.2K shares2.14%2026-03-312026-04-15

ABBV ABBVIE INC7.9K shares0.23%2026-03-312026-04-15

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GARP ISHARES TR22.3K shares-6.25%2026-03-312026-04-15

FDVV FIDELITY COVINGTON TRUST25.0K shares52.92%2026-03-312026-04-15

ALPHABET INC ALPHABET INC4.4K shares-16.45%2026-03-312026-04-15

ALPHABET INC ALPHABET INC4.3K shares6.52%2026-03-312026-04-15

GOVT ISHARES TR62.7K shares323.79%2026-03-312026-04-15

INMU BLACKROCK ETF TRUST II58.9K shares1.55%2026-03-312026-04-15

CGNG CAPITAL GROUP NEW GEOGRAPHY40.7K shares-20.08%2026-03-312026-04-15

BDYN BLACKROCK ETF TRUST54.0K shares29.88%2026-03-312026-04-15

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CGMM CAPITAL GROUP EQUITY ETF TR44.2K shares5.28%2026-03-312026-04-15

BNDX VANGUARD CHARLOTTE FDS28.6K shares5.96%2026-03-312026-04-15

FESM FIDELITY COVINGTON TRUST33.1K shares109.31%2026-03-312026-04-15

IUSB ISHARES TR29.3K shares2.38%2026-03-312026-04-15

VWO VANGUARD INTL EQUITY INDEX F22.8K shares3.14%2026-03-312026-04-15

IDMO INVESCO EXCH TRADED FD TR II21.7K shares87.26%2026-03-312026-04-15

BSV VANGUARD BD INDEX FDS15.9K shares-21.49%2026-03-312026-04-15

IWF ISHARES TR2.7K shares12.21%2026-03-312026-04-15

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REZ ISHARES TR13.9K shares86.64%2026-03-312026-04-15

MUB ISHARES TR11.4K shares-24.39%2026-03-312026-04-15

MGC VANGUARD WORLD FD4.8K shares-1.22%2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR6.7K shares2.05%2026-03-312026-04-15

MGK VANGUARD WORLD FD2.9K shares-5.89%2026-03-312026-04-15

BDVL BLACKROCK ETF TRUST42.5K shares24.40%2026-03-312026-04-15

DGRO ISHARES TR15.1K shares8.89%2026-03-312026-04-15

SCHP SCHWAB STRATEGIC TR40.3K shares-6.65%2026-03-312026-04-15

Sponsored

O REALTY INCOME CORP16.9K shares-62.36%2026-03-312026-04-15

CHD CHURCH & DWIGHT CO INC11.2K shares-15.40%2026-03-312026-04-15

VIG VANGUARD SPECIALIZED FUNDS4.7K shares7.69%2026-03-312026-04-15

CGHM CAPITAL GRP FIXED INCM ETF T41.0K shares-16.81%2026-03-312026-04-15

HDV ISHARES TR7.8K shares12.39%2026-03-312026-04-15

FELC FIDELITY COVINGTON TRUST26.6K sharesnew addition2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.8K shares-34.09%2026-03-312026-04-15

FLDR FIDELITY MERRIMACK STR TR20.2K shares165.52%2026-03-312026-04-15

Sponsored

SPYM SPDR SERIES TRUST12.3K shares11.22%2026-03-312026-04-15

GMED GLOBUS MED INC10.5K shares0.00%2026-03-312026-04-15

WELL WELLTOWER INC4.6K shares-0.98%2026-03-312026-04-15

CGSD CAPITAL GRP FIXED INCM ETF T37.4K shares10.72%2026-03-312026-04-15

MBB ISHARES TR9.9K shares11.88%2026-03-312026-04-15

FEGE RBB FUND TRUST19.1K shares4.59%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO3.0K shares-0.74%2026-03-312026-04-15

IVE ISHARES TR4.2K shares-0.52%2026-03-312026-04-15

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IWD ISHARES TR4.0K shares-1.47%2026-03-312026-04-15

PG PROCTER & GAMBLE CO6.3K shares-0.05%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR28.2K shares28.48%2026-03-312026-04-15

META META PLATFORMS INC1.3K shares-11.80%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO2.7K shares-5.33%2026-03-312026-04-15

DLR DIGITAL RLTY TR INC4.4K shares-0.55%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION865 shares-15.61%2026-03-312026-04-15

ACWX ISHARES TR11.4K shares35.91%2026-03-312026-04-15

Sponsored

T AT&T INC32.2K shares-0.24%2026-03-312026-04-15

USMV ISHARES TR8.7K shares3.68%2026-03-312026-04-15

XLF SELECT SECTOR SPDR TR14.8K shares11.85%2026-03-312026-04-15

FNCL FIDELITY COVINGTON TRUST10.1K shares0.53%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.7K shares12.47%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-15

FNDE SCHWAB STRATEGIC TR17.6K shares130.82%2026-03-312026-04-15

RIO RIO TINTO PLC7.2K shares-3.42%2026-03-312026-04-15

Sponsored

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO13.1K shares-12.12%2026-03-312026-04-15

PFF ISHARES TR22.5K shares-10.55%2026-03-312026-04-15

IEMG ISHARES INC9.1K shares7.10%2026-03-312026-04-15

DYNF BLACKROCK ETF TRUST11.0K shares11.59%2026-03-312026-04-15

MTUM ISHARES TR2.5K shares-2.92%2026-03-312026-04-15

EFV ISHARES TR8.7K shares8.93%2026-03-312026-04-15

TSLA TESLA INC1.8K shares-9.47%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP2.2K shares0.41%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP2.0K shares0.39%2026-03-312026-04-15

SMMU PIMCO ETF TR12.2K shares-62.20%2026-03-312026-04-15

LQD ISHARES TR5.6K shares59.07%2026-03-312026-04-15

VV VANGUARD INDEX FDS1.9K shares-0.43%2026-03-312026-04-15

VXF VANGUARD INDEX FDS2.7K shares0.22%2026-03-312026-04-15

STIP ISHARES TR5.6K shares-79.36%2026-03-312026-04-15

CWB SPDR SERIES TRUST5.8K shares0.26%2026-03-312026-04-15

BINC BLACKROCK ETF TRUST II10.9K shares35.95%2026-03-312026-04-15

Sponsored

FAST FASTENAL CO12.3K shares0.53%2026-03-312026-04-15

IWS ISHARES TR3.5K shares13.05%2026-03-312026-04-15

PCN PIMCO CORPORATE & INCM STRG45.0K shares-8.48%2026-03-312026-04-15

QUAL ISHARES TR2.6K shares10.05%2026-03-312026-04-15

PLTR PALANTIR TECHNOLOGIES INC3.9K shares61.27%2026-03-312026-04-15

ET ENERGY TRANSFER L P28.2K shares-0.78%2026-03-312026-04-15

PKG PACKAGING CORP AMER2.5K shares0.00%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR3.5K shares42.09%2026-03-312026-04-15

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD30.8K shares-55.73%2026-03-312026-04-15

IWP ISHARES TR3.7K shares10.87%2026-03-312026-04-15

TLH ISHARES TR4.9K shares8.13%2026-03-312026-04-15

VBK VANGUARD INDEX FDS1.5K shares-3.34%2026-03-312026-04-15

XMHQ INVESCO EXCHANGE TRADED FD T4.3K shares9.73%2026-03-312026-04-15

BROADCOM INC BROADCOM INC1.2K shares-42.10%2026-03-312026-04-15

OEF ISHARES TR1.4K shares-40.58%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR19.8K sharesnew addition2026-03-312026-04-15

Sponsored

VLO VALERO ENERGY CORP1.9K shares7.47%2026-03-312026-04-15

BXC BLUELINX HLDGS INC7.9K shares0.38%2026-03-312026-04-15

IOO ISHARES TR3.4K shares-1.77%2026-03-312026-04-15

XLP SELECT SECTOR SPDR TR5.3K shares0.13%2026-03-312026-04-15

ABT ABBOTT LABORATORIES4.3K shares-0.26%2026-03-312026-04-15

VTEB VANGUARD MUN BD FDS8.4K shares16.73%2026-03-312026-04-15

NOBL PROSHARES TR3.9K shares-3.35%2026-03-312026-04-15

PEP PEPSICO INC2.7K shares-41.11%2026-03-312026-04-15

Sponsored

LVHD LEGG MASON ETF INVT9.6K shares9.24%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-17.23%2026-03-312026-04-15

DGRW WISDOMTREE TR4.3K shares-1.84%2026-03-312026-04-15

DAL DELTA AIR LINES INC5.5K shares0.02%2026-03-312026-04-15

CGCV CAPITAL GROUP CONSERVATIVE E12.7K sharesnew addition2026-03-312026-04-15

XLRE SELECT SECTOR SPDR TR9.1K shares-47.07%2026-03-312026-04-15

V VISA INC1.2K shares-8.63%2026-03-312026-04-15

BAI BLACKROCK ETF TRUST9.8K shares38.52%2026-03-312026-04-15

Sponsored

EFG ISHARES TR3.2K sharesnew addition2026-03-312026-04-15

MDYV SPDR SERIES TRUST4.3K shares-18.00%2026-03-312026-04-15

IEUR ISHARES TR5.1K shares31.11%2026-03-312026-04-15

CSCO CISCO SYS INC4.7K shares0.26%2026-03-312026-04-15

FHLC FIDELITY COVINGTON TRUST5.3K shares-35.07%2026-03-312026-04-15

IHDG WISDOMTREE TR7.5K shares0.00%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L10.1K shares-2.12%2026-03-312026-04-15

CAT CATERPILLAR INC469 shares-16.10%2026-03-312026-04-15

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD18.7K shares0.00%2026-03-312026-04-15

SCZ ISHARES TR4.4K shares4.96%2026-03-312026-04-15

CGIC CAPITAL GROUP INTERNATIONAL10.3K sharesnew addition2026-03-312026-04-15

DVY ISHARES TR2.4K shares0.08%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC781 shares1.43%2026-03-312026-04-15

SBUX STARBUCKS CORP3.6K shares-7.55%2026-03-312026-04-15

GLDM WORLD GOLD TR3.7K shares5.96%2026-03-312026-04-15

BIV VANGUARD BD INDEX FDS4.6K shares8.77%2026-03-312026-04-15

Sponsored

FENY FIDELITY COVINGTON TRUST11.4K shares22.90%2026-03-312026-04-15

IMCG ISHARES TR4.0K shares3.03%2026-03-312026-04-15

SIHY HARBOR ETF TRUST7.5K shares1.54%2026-03-312026-04-15

VBR VANGUARD INDEX FDS1.5K shares-67.82%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE1.1K shares-3.29%2026-03-312026-04-15

VOE VANGUARD INDEX FDS1.8K shares-24.72%2026-03-312026-04-15

CGXU CAPITAL GROUP INTL FOCUS EQT10.3K shares2.10%2026-03-312026-04-15

CVX CHEVRON CORPORATION1.8K shares-17.78%2026-03-312026-04-15

Sponsored

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP7.6K shares-14.49%2026-03-312026-04-15

VGT VANGUARD WORLD FD415 shares4.01%2026-03-312026-04-15

IUSV ISHARES TR3.0K shares0.00%2026-03-312026-04-15

FSTA FIDELITY COVINGTON TRUST6.1K shares-1.67%2026-03-312026-04-15

BND VANGUARD BD INDEX FDS4.2K shares-6.62%2026-03-312026-04-15

ALPS ETF TR ALPS ETF TR6.0K shares5.92%2026-03-312026-04-15

INSM INSMED INC2.0K shares0.00%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC6.7K shares-8.03%2026-03-312026-04-15

Sponsored

IWB ISHARES TR788 shares-8.80%2026-03-312026-04-15

RTX RTX CORPORATION1.5K shares-6.29%2026-03-312026-04-15

GLD SPDR GOLD TR670 shares-14.65%2026-03-312026-04-15

THRO BLACKROCK ETF TRUST7.5K shares25.25%2026-03-312026-04-15

DFAT DIMENSIONAL ETF TRUST4.5K shares-68.09%2026-03-312026-04-15

FCOM FIDELITY COVINGTON TRUST4.0K shares0.25%2026-03-312026-04-15

MO ALTRIA GROUP INC4.4K shares-4.10%2026-03-312026-04-15

VIGI VANGUARD WHITEHALL FDS3.1K shares-27.93%2026-03-312026-04-15

Sponsored

SHW SHERWIN WILLIAMS CO839 shares0.00%2026-03-312026-04-15

QQQM INVESCO EXCH TRADED FD TR II1.1K sharesnew addition2026-03-312026-04-15

BAC BANK AMERICA CORP5.2K shares-69.12%2026-03-312026-04-15

MSTR STRATEGY INC2.0K shares1.00%2026-03-312026-04-15

ESGV VANGUARD WORLD FD2.3K shares0.00%2026-03-312026-04-15

LOW LOWES COS INC1.1K shares0.00%2026-03-312026-04-15

NATIONAL GRID PLC NATIONAL GRID PLC3.0K shares-13.73%2026-03-312026-04-15

DIS DISNEY WALT CO2.6K shares-1.68%2026-03-312026-04-15

Sponsored

VXUS VANGUARD STAR FDS3.2K shares3.96%2026-03-312026-04-15

TFC TRUIST FINL CORP5.3K shares-3.83%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T377 shares0.00%2026-03-312026-04-15

COP CONOCOPHILLIPS2.2K shares-18.28%2026-03-312026-04-15

TCAF T ROWE PRICE ETF INC6.7K shares-70.61%2026-03-312026-04-15

OKE ONEOK INC NEW3.0K shares0.94%2026-03-312026-04-15

PSR INVESCO ACTIVELY MANAGED EXC2.6K shares6.43%2026-03-312026-04-15

IJR ISHARES TR1.9K shares-4.19%2026-03-312026-04-15

Sponsored

TMO THERMO FISHER SCIENTIFIC INC476 shares0.21%2026-03-312026-04-15

INTC INTEL CORP3.9K sharesnew addition2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-1.39%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F4.9K shares0.55%2026-03-312026-04-15

NEAR ISHARES U S ETF TR4.8K shares0.00%2026-03-312026-04-15

VEU VANGUARD INTL EQUITY INDEX F3.0K shares-1.15%2026-03-312026-04-15

SMH VANECK ETF TRUST526 sharesnew addition2026-03-312026-04-15

AVUV AMERICAN CENTY ETF TR2.0K sharesnew addition2026-03-312026-04-15

Sponsored

AMD ADVANCED MICRO DEVICES INC912 sharesnew addition2026-03-312026-04-15

IJH ISHARES TR3.2K shares-9.82%2026-03-312026-04-15

HEFA ISHARES TR5.2K shares0.00%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP378 shares-29.74%2026-03-312026-04-15

ESML ISHARES TR4.6K shares-57.67%2026-03-312026-04-15

VDE VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-04-15

BLCR BLACKROCK ETF TRUST5.1K sharesnew addition2026-03-312026-04-15

DXJ WISDOMTREE TR1.4K sharesnew addition2026-03-312026-04-15

Sponsored

MINT PIMCO ETF TR2.2K shares-4.19%2026-03-312026-04-15

TSCO TRACTOR SUPPLY CO5.0K shares-0.46%2026-03-312026-04-15

SCHR SCHWAB STRATEGIC TR8.8K sharesnew addition2026-03-312026-04-15

BP BP PLC4.7K sharesnew addition2026-03-312026-04-15

IAGG ISHARES TR4.3K sharesnew addition2026-03-312026-04-15

AJG GALLAGHER ARTHUR J & CO967 shares0.42%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS875 shares-7.89%2026-03-312026-04-15

WMB WILLIAMS COS INC2.9K sharesnew addition2026-03-312026-04-15

Sponsored

PPA INVESCO EXCHANGE TRADED FD T1.2K shares-62.07%2026-03-312026-04-15

RWL INVESCO EXCH TRADED FD TR II1.7K shares0.00%2026-03-312026-04-15

MA MASTERCARD INCORPORATED396 shares-2.94%2026-03-312026-04-15

PFD FLAHERTY & CRUMRINE PFD INCO17.7K shares-13.59%2026-03-312026-04-15

RF REGIONS FINANCIAL CORP NEW7.3K sharesnew addition2026-03-312026-04-15

VMBS VANGUARD SCOTTSDALE FDS4.3K shares-10.41%2026-03-312026-04-15

DNP DNP SELECT INCOME FD INC15.0K shares0.00%2026-03-312026-04-15

SCHD

SCHWAB STRATEGIC TR

-15.58%

Shares663.4K

Event2026-03-31

Filed2026-04-15

ILCG

ISHARES TR

-7.46%

Shares136.1K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-10.06%

Shares53.5K

Event2026-03-31

Filed2026-04-15

FBND

FIDELITY MERRIMACK STR TR

19.38%

Shares299.6K

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

5.07%

Shares271.8K

Event2026-03-31

Filed2026-04-15

CGDV

CAPITAL GROUP DIVIDEND VALUE

8.24%

Shares258.0K

Event2026-03-31

Filed2026-04-15

SCHX

SCHWAB STRATEGIC TR

-1.37%

Shares418.1K

Event2026-03-31

Filed2026-04-15

HOME DEPOT INC

-7.70%

Shares31.4K

Event2026-03-31

Filed2026-04-15

CGBL

CAPITAL GROUP CORE BALANCED

7.87%

Shares264.3K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

33.96%

Shares11.9K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD INDEX FDS

-1.94%

Shares15.5K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TR

-2.03%

Shares11.5K

Event2026-03-31

Filed2026-04-15

GPC

GENUINE PARTS CO

-5.49%

Shares65.8K

Event2026-03-31

Filed2026-04-15

SCHY

SCHWAB STRATEGIC TR

10.30%

Shares199.4K

Event2026-03-31

Filed2026-04-15

IQLT

ISHARES TR

-29.65%

Shares115.1K

Event2026-03-31

Filed2026-04-15

VANGUARD INTL EQUITY INDEX F

0.13%

Shares30.9K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-3.82%

Shares15.1K

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

49.37%

Shares142.8K

Event2026-03-31

Filed2026-04-15

VANGUARD INDEX FDS

-12.47%

Shares15.9K

Event2026-03-31

Filed2026-04-15

FNDF

SCHWAB STRATEGIC TR

-40.58%

Shares85.6K

Event2026-03-31

Filed2026-04-15

CGDG

CAPITAL GROUP DIVIDEND GROWE

1.75%

Shares117.0K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-7.59%

Shares16.9K

Event2026-03-31

Filed2026-04-15

ICSH

ISHARES TR

-36.06%

Shares82.5K

Event2026-03-31

Filed2026-04-15

CGGE

CAPITAL GROUP GLOBAL EQUITY

3.07%

Shares125.5K

Event2026-03-31

Filed2026-04-15

FMDE

FIDELITY COVINGTON TRUST

-24.15%

Shares108.3K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

-2.30%

Shares19.5K

Event2026-03-31

Filed2026-04-15

CGMU

CAPITAL GRP FIXED INCM ETF T

37.93%

Shares138.7K

Event2026-03-31

Filed2026-04-15

COCA COLA CO

-3.35%

Shares49.1K

Event2026-03-31

Filed2026-04-15

CGMS

CAPITAL GRP FIXED INCM ETF T

4.68%

Shares133.4K

Event2026-03-31

Filed2026-04-15

VTI

VANGUARD INDEX FDS

9.90%

Shares10.8K

Event2026-03-31

Filed2026-04-15

JEPI

J P MORGAN EXCHANGE TRADED F

38.58%

Shares61.2K

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

-3.55%

Shares17.3K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

-2.77%

Shares8.8K

Event2026-03-31

Filed2026-04-15

AFL

AFLAC INC

-9.14%

Shares29.7K

Event2026-03-31

Filed2026-04-15

CGGO

CAPITAL GROUP GBL GROWTH EQT

-4.25%

Shares85.2K

Event2026-03-31

Filed2026-04-15

JNJ

JOHNSON & JOHNSON

-8.96%

Shares12.6K

Event2026-03-31

Filed2026-04-15

SOUTHERN CO

-10.06%

Shares31.3K

Event2026-03-31

Filed2026-04-15

CGUS

CAPITAL GROUP CORE EQUITY ET

-2.55%

Shares69.5K

Event2026-03-31

Filed2026-04-15

UTG

REAVES UTIL INCOME FD

0.10%

Shares67.4K

Event2026-03-31

Filed2026-04-15

CGCP

CAPITAL GRP FIXED INCM ETF T

0.97%

Shares118.5K

Event2026-03-31

Filed2026-04-15

IVV

ISHARES TR

9.74%

Shares3.8K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL

-26.08%

Shares5.4K

Event2026-03-31

Filed2026-04-15

IYW

ISHARES TR

-2.34%

Shares12.7K

Event2026-03-31

Filed2026-04-15

CGCB

CAPITAL GRP FIXED INCM ETF T

3.54%

Shares96.0K

Event2026-03-31

Filed2026-04-15

VEA

VANGUARD TAX-MANAGED FDS

1.01%

Shares36.7K

Event2026-03-31

Filed2026-04-15

XOM

EXXON MOBIL CORP

-6.49%

Shares16.8K

Event2026-03-31

Filed2026-04-15

AGG

ISHARES TR

0.02%

Shares24.0K

Event2026-03-31

Filed2026-04-15

EPS

WISDOMTREE TR

85.30%

Shares32.8K

Event2026-03-31

Filed2026-04-15

EIPI

FIRST TR EXCHNG TRADED FD VI

-50.75%

Shares106.6K

Event2026-03-31

Filed2026-04-15

WMT

WALMART INC

-21.98%

Shares15.8K

Event2026-03-31

Filed2026-04-15

IVW

ISHARES TR

12.71%

Shares15.1K

Event2026-03-31

Filed2026-04-15

UPS

UNITED PARCEL SVCS INC

0.15%

Shares16.7K

Event2026-03-31

Filed2026-04-15

FENI

FIDELITY COVINGTON TRUST

-46.44%

Shares43.2K

Event2026-03-31

Filed2026-04-15

IEFA

ISHARES TR

2.48%

Shares17.7K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD WHITEHALL FDS

2.14%

Shares11.2K

Event2026-03-31

Filed2026-04-15

ABBV

ABBVIE INC

0.23%

Shares7.9K

Event2026-03-31

Filed2026-04-15

GARP

ISHARES TR

-6.25%

Shares22.3K

Event2026-03-31

Filed2026-04-15

FDVV

FIDELITY COVINGTON TRUST

52.92%

Shares25.0K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

-16.45%

Shares4.4K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

6.52%

Shares4.3K

Event2026-03-31

Filed2026-04-15

GOVT

ISHARES TR

323.79%

Shares62.7K

Event2026-03-31

Filed2026-04-15

INMU

BLACKROCK ETF TRUST II

1.55%

Shares58.9K

Event2026-03-31

Filed2026-04-15

CGNG

CAPITAL GROUP NEW GEOGRAPHY

-20.08%

Shares40.7K

Event2026-03-31

Filed2026-04-15

BDYN

BLACKROCK ETF TRUST

29.88%

Shares54.0K

Event2026-03-31

Filed2026-04-15

CGMM

CAPITAL GROUP EQUITY ETF TR

5.28%

Shares44.2K

Event2026-03-31

Filed2026-04-15

BNDX

VANGUARD CHARLOTTE FDS

5.96%

Shares28.6K

Event2026-03-31

Filed2026-04-15

FESM

FIDELITY COVINGTON TRUST

109.31%

Shares33.1K

Event2026-03-31

Filed2026-04-15

IUSB

ISHARES TR

2.38%

Shares29.3K

Event2026-03-31

Filed2026-04-15

VWO

VANGUARD INTL EQUITY INDEX F

3.14%

Shares22.8K

Event2026-03-31

Filed2026-04-15

IDMO

INVESCO EXCH TRADED FD TR II

87.26%

Shares21.7K

Event2026-03-31

Filed2026-04-15

BSV

VANGUARD BD INDEX FDS

-21.49%

Shares15.9K

Event2026-03-31

Filed2026-04-15

IWF

ISHARES TR

12.21%

Shares2.7K

Event2026-03-31

Filed2026-04-15

REZ

ISHARES TR

86.64%

Shares13.9K

Event2026-03-31

Filed2026-04-15

MUB

ISHARES TR

-24.39%

Shares11.4K

Event2026-03-31

Filed2026-04-15

MGC

VANGUARD WORLD FD

-1.22%

Shares4.8K

Event2026-03-31

Filed2026-04-15

XLI

SELECT SECTOR SPDR TR

2.05%

Shares6.7K

Event2026-03-31

Filed2026-04-15

MGK

VANGUARD WORLD FD

-5.89%

Shares2.9K

Event2026-03-31

Filed2026-04-15

BDVL

BLACKROCK ETF TRUST

24.40%

Shares42.5K

Event2026-03-31

Filed2026-04-15

DGRO

ISHARES TR

8.89%

Shares15.1K

Event2026-03-31

Filed2026-04-15

SCHP

SCHWAB STRATEGIC TR

-6.65%

Shares40.3K

Event2026-03-31

Filed2026-04-15

REALTY INCOME CORP

-62.36%

Shares16.9K

Event2026-03-31

Filed2026-04-15

CHD

CHURCH & DWIGHT CO INC

-15.40%

Shares11.2K

Event2026-03-31

Filed2026-04-15

VIG

VANGUARD SPECIALIZED FUNDS

7.69%

Shares4.7K

Event2026-03-31

Filed2026-04-15

CGHM

CAPITAL GRP FIXED INCM ETF T

-16.81%

Shares41.0K

Event2026-03-31

Filed2026-04-15

HDV

ISHARES TR

12.39%

Shares7.8K

Event2026-03-31

Filed2026-04-15

FELC

FIDELITY COVINGTON TRUST

New

Shares26.6K

Event2026-03-31

Filed2026-04-15

DUKE ENERGY CORP NEW

-34.09%

Shares7.8K

Event2026-03-31

Filed2026-04-15

FLDR

FIDELITY MERRIMACK STR TR

165.52%

Shares20.2K

Event2026-03-31

Filed2026-04-15

SPYM

SPDR SERIES TRUST

11.22%

Shares12.3K

Event2026-03-31

Filed2026-04-15

GMED

GLOBUS MED INC

0.00%

Shares10.5K

Event2026-03-31

Filed2026-04-15

WELL

WELLTOWER INC

-0.98%

Shares4.6K

Event2026-03-31

Filed2026-04-15

CGSD

CAPITAL GRP FIXED INCM ETF T

10.72%

Shares37.4K

Event2026-03-31

Filed2026-04-15

MBB

ISHARES TR

11.88%

Shares9.9K

Event2026-03-31

Filed2026-04-15

FEGE

RBB FUND TRUST

4.59%

Shares19.1K

Event2026-03-31

Filed2026-04-15

JPM

JPMORGAN CHASE & CO

-0.74%

Shares3.0K

Event2026-03-31

Filed2026-04-15

IVE

ISHARES TR

-0.52%

Shares4.2K

Event2026-03-31

Filed2026-04-15

IWD

ISHARES TR

-1.47%

Shares4.0K

Event2026-03-31

Filed2026-04-15

PROCTER & GAMBLE CO

-0.05%

Shares6.3K

Event2026-03-31

Filed2026-04-15

SCHV

SCHWAB STRATEGIC TR

28.48%

Shares28.2K

Event2026-03-31

Filed2026-04-15