Sponsored

The Analysis of LVZ, Inc.'s Holdings & P&L

Currently, LVZ, Inc. holds 161 types of securities in its portfolio with a total value $876.3M. In the most recent quarter, they have increased their positions in DFAI (+1.0M shares, valued at $40.2M), IVW (+28.0K shares, valued at $3.2M), FTCB (+142.7K shares, valued at $3.0M); decreased their positions in DUHP (-1.1M shares, valued at $41.6M), SDVY (-130.8K shares, valued at $5.2M), IVE (-19.4K shares, valued at $4.1M); initiated new positions in RHP (+7.6K shares, valued at $700.6K), XIMR (+16.2K shares, valued at $501.2K), XJAN (+9.7K shares, valued at $348.7K).

1M P&L

+22.3M+2.44%

3M P&L

+23.8M+2.60%

HY P&L

+76.1M+8.82%

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/A818.1M

94.2%

2Consumer Electronics6.2M

0.7%

3Discount Stores2.8M

0.3%

Top Industries by Stock Count

1N/A92 stocks

62.6%

2Drug Manufacturers - General3 stocks

2.0%

3Specialty Industrial Machinery3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR572.7K shares-3.28%2026-03-312026-04-28

IVW ISHARES TR1.0M shares2.75%2026-03-312026-04-28

DFAI DIMENSIONAL ETF TRUST2.9M shares55.43%2026-03-312026-04-28

SDVY FIRST TR EXCHANGE TRADED FD2.7M shares-4.66%2026-03-312026-04-28

FTCB FIRST TR EXCHANGE-TRADED FD3.2M shares4.61%2026-03-312026-04-28

JQUA J P MORGAN EXCHANGE TRADED F1.0M shares1.58%2026-03-312026-04-28

JBND J P MORGAN EXCHANGE TRADED F967.0K shares3.19%2026-03-312026-04-28

AGG ISHARES TR349.7K shares3.47%2026-03-312026-04-28

Sponsored

DUHP DIMENSIONAL ETF TRUST687.3K shares-62.23%2026-03-312026-04-28

DFUS DIMENSIONAL ETF TRUST117.2K shares15.03%2026-03-312026-04-28

DFCF DIMENSIONAL ETF TRUST177.2K shares16.63%2026-03-312026-04-28

ITOT ISHARES TR50.7K shares7.00%2026-03-312026-04-28

AAPL APPLE INC24.6K shares-4.06%2026-03-312026-04-28

DXUV DIMENSIONAL ETF TRUST104.4K shares13.02%2026-03-312026-04-28

BIBL NORTHERN LTS FD TR IV108.8K shares-27.64%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD72.9K shares10.94%2026-03-312026-04-28

Sponsored

IVV ISHARES TR7.3K shares-12.40%2026-03-312026-04-28

TPIF TIMOTHY PLAN129.9K shares52.28%2026-03-312026-04-28

IBD NORTHERN LTS FD TR IV195.3K shares7.30%2026-03-312026-04-28

ELCV STRATEGY SHS152.8K shares-3.58%2026-03-312026-04-28

FTC FIRST TR EXCHANGE-TRADED ALP27.3K shares17.22%2026-03-312026-04-28

TPLC TIMOTHY PLAN86.1K shares1.22%2026-03-312026-04-28

FDT FIRST TR EXCH TRD ALPHDX FD43.0K shares66.47%2026-03-312026-04-28

FTGS FIRST TR EXCHANGE-TRADED FD84.1K shares-22.05%2026-03-312026-04-28

Sponsored

AMZN AMAZON COM INC13.5K shares0.20%2026-03-312026-04-28

IJH ISHARES TR41.5K shares-14.59%2026-03-312026-04-28

INCM FRANKLIN TEMPLETON ETF TR93.3K shares2.27%2026-03-312026-04-28

SO SOUTHERN CO22.3K shares1.03%2026-03-312026-04-28

MSFT MICROSOFT CORP5.8K shares12.73%2026-03-312026-04-28

SPHY SPDR SERIES TRUST86.4K shares7.93%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR14.6K shares10.01%2026-03-312026-04-28

JPM JPMORGAN CHASE & CO6.5K shares1.14%2026-03-312026-04-28

Sponsored

DFAS DIMENSIONAL ETF TRUST26.1K shares8.51%2026-03-312026-04-28

IEFA ISHARES TR19.8K shares34.32%2026-03-312026-04-28

SYK STRYKER CORPORATION4.9K shares0.82%2026-03-312026-04-28

IPAC ISHARES TR21.0K shares-10.66%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION1.5K shares3.06%2026-03-312026-04-28

NVDA NVIDIA CORPORATION8.6K shares2.56%2026-03-312026-04-28

FTHI FIRST TR EXCHANGE TRADED FD64.2K shares0.87%2026-03-312026-04-28

MPC MARATHON PETE CORP5.8K shares3.59%2026-03-312026-04-28

Sponsored

LLY ELI LILLY & CO1.5K shares1.52%2026-03-312026-04-28

V VISA INC4.6K shares-0.84%2026-03-312026-04-28

XLC SELECT SECTOR SPDR TR12.3K shares8.04%2026-03-312026-04-28

COP CONOCOPHILLIPS10.2K shares-16.28%2026-03-312026-04-28

WMT WALMART INC10.7K shares2.08%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T2.0K shares0.00%2026-03-312026-04-28

BUFR FIRST TR EXCHNG TRADED FD VI39.1K shares39.11%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC25.8K shares1.76%2026-03-312026-04-28

Sponsored

AMAT APPLIED MATLS INC3.7K shares0.32%2026-03-312026-04-28

FNX FIRST TR EXCHANGE-TRADED ALP9.8K shares8.33%2026-03-312026-04-28

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.6K shares2.16%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC10.6K shares3.98%2026-03-312026-04-28

ISMD NORTHERN LTS FD TR IV28.8K shares-4.17%2026-03-312026-04-28

FDVV FIDELITY COVINGTON TRUST19.5K shares3.16%2026-03-312026-04-28

XOM EXXON MOBIL CORP5.9K shares0.49%2026-03-312026-04-28

CASS CASS INFORMATION SYS INC22.8K shares0.00%2026-03-312026-04-28

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC2.9K shares2.58%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC7.9K shares5.17%2026-03-312026-04-28

FMB FIRST TR EXCH TRADED FD III18.1K shares0.42%2026-03-312026-04-28

CSCO CISCO SYS INC11.6K shares-1.62%2026-03-312026-04-28

PLAB PHOTRONICS INC22.0K shares3.59%2026-03-312026-04-28

MLPX GLOBAL X FDS11.8K shares3.61%2026-03-312026-04-28

OCTM FIRST TR EXCHNG TRADED FD VI26.6K shares0.00%2026-03-312026-04-28

NEAR ISHARES U S ETF TR16.6K shares0.10%2026-03-312026-04-28

Sponsored

DNOV FIRST TR EXCHNG TRADED FD VI17.6K shares0.00%2026-03-312026-04-28

LAM RESEARCH CORP LAM RESEARCH CORP3.9K shares2.20%2026-03-312026-04-28

SN SHARKNINJA INC7.6K shares4.14%2026-03-312026-04-28

HCA HCA HEALTHCARE INC1.7K shares2.89%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED F15.4K shares0.64%2026-03-312026-04-28

IJR ISHARES TR6.1K shares-13.56%2026-03-312026-04-28

FCX FREEPORT MCMORAN INC12.7K shares3.39%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS3.0K shares-0.50%2026-03-312026-04-28

Sponsored

ENSG ENSIGN GROUP INC3.6K shares2.67%2026-03-312026-04-28

JXN JACKSON FINANCIAL INC6.7K shares2.45%2026-03-312026-04-28

RHP RYMAN HOSPITALITY PPTYS INC7.6K sharesnew addition2026-03-312026-04-28

GAUG FIRST TR EXCHNG TRADED FD VI18.0K shares0.00%2026-03-312026-04-28

FFEB FIRST TR EXCHNG TRADED FD VI12.4K shares7.73%2026-03-312026-04-28

ALPHABET INC ALPHABET INC2.4K shares-0.87%2026-03-312026-04-28

OMC OMNICOM GROUP INC8.9K shares19.32%2026-03-312026-04-28

PRDO PERDOCEO ED CORP17.7K shares3.72%2026-03-312026-04-28

Sponsored

GJAN FIRST TR EXCHNG TRADED FD VI15.7K shares159.36%2026-03-312026-04-28

DOV DOVER CORP3.0K shares3.55%2026-03-312026-04-28

PSX PHILLIPS 663.3K shares-41.20%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F10.5K shares5.46%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC1.6K shares1.48%2026-03-312026-04-28

PGR PROGRESSIVE CORP2.9K shares5.42%2026-03-312026-04-28

FPE FIRST TR EXCH TRADED FD III31.5K shares6.80%2026-03-312026-04-28

APPF APPFOLIO INC3.5K shares6.34%2026-03-312026-04-28

Sponsored

SLV ISHARES SILVER TR8.0K shares5.31%2026-03-312026-04-28

GDEC FIRST TR EXCHNG TRADED FD VI14.6K shares42.03%2026-03-312026-04-28

DKS DICKS SPORTING GOODS INC2.7K shares4.83%2026-03-312026-04-28

STK COLUMBIA SELIGM PREM TECH GR13.9K shares0.00%2026-03-312026-04-28

SPOT SPOTIFY TECHNOLOGY S A1.1K shares7.14%2026-03-312026-04-28

PG PROCTER & GAMBLE CO3.5K shares-4.29%2026-03-312026-04-28

XIMR FIRST TR EXCHNG TRADED FD VI16.2K sharesnew addition2026-03-312026-04-28

XISE FIRST TR EXCHNG TRADED FD VI16.7K shares100.19%2026-03-312026-04-28

Sponsored

GOCT FIRST TR EXCHNG TRADED FD VI12.9K shares0.00%2026-03-312026-04-28

URI UNITED RENTALS INC669 shares5.35%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR803 shares-2.55%2026-03-312026-04-28

SPDW SPDR INDEX SHS FDS10.1K shares32.29%2026-03-312026-04-28

SPIB SPDR SERIES TRUST12.7K shares6.49%2026-03-312026-04-28

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL892 shares1.83%2026-03-312026-04-28

PPA INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP473 shares0.85%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC1.5K shares-0.47%2026-03-312026-04-28

GNTX GENTEX CORP19.3K shares-2.59%2026-03-312026-04-28

PSN PARSONS CORP DEL7.4K shares6.11%2026-03-312026-04-28

GMAR FIRST TR EXCHNG TRADED FD VI9.5K shares0.00%2026-03-312026-04-28

FITB FIFTH THIRD BANCORP8.4K shares11.83%2026-03-312026-04-28

VUG VANGUARD INDEX FDS878 shares-3.73%2026-03-312026-04-28

SEPM FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2026-03-312026-04-28

EMR EMERSON ELEC CO2.8K shares0.25%2026-03-312026-04-28

Sponsored

JNJ JOHNSON & JOHNSON1.5K shares-8.67%2026-03-312026-04-28

HD HOME DEPOT INC1.1K shares4.29%2026-03-312026-04-28

CVX CHEVRON CORPORATION1.7K shares2.61%2026-03-312026-04-28

PAY PAYMENTUS HOLDINGS INC13.8K shares5.46%2026-03-312026-04-28

XJAN FIRST TR EXCHNG TRADED FD VI9.7K sharesnew addition2026-03-312026-04-28

INTU INTUIT793 shares7.74%2026-03-312026-04-28

XOCT FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR2.6K shares-9.12%2026-03-312026-04-28

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD3.2K shares0.00%2026-03-312026-04-28

CII BLACKROCK ENHANCED LARGE CAP14.1K shares4.98%2026-03-312026-04-28

DJUN FIRST TR EXCHNG TRADED FD VI6.0K shares0.00%2026-03-312026-04-28

TSLA TESLA INC751 shares0.67%2026-03-312026-04-28

FNOV FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2026-03-312026-04-28

USMV ISHARES TR2.9K shares0.00%2026-03-312026-04-28

SUSA ISHARES TR2.1K shares-32.17%2026-03-312026-04-28

ISTB ISHARES TR5.3K shares-1.60%2026-03-312026-04-28

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T3.4K shares-22.01%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS422 shares1.20%2026-03-312026-04-28

XIDE FIRST TR EXCHNG TRADED FD VI8.3K sharesnew addition2026-03-312026-04-28

ABBV ABBVIE INC1.1K shares-8.87%2026-03-312026-04-28

IWR ISHARES TR2.5K shares-29.91%2026-03-312026-04-28

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares0.00%2026-03-312026-04-28

CAT CATERPILLAR INC339 shares-10.79%2026-03-312026-04-28

XDEC FIRST TR EXCHNG TRADED FD VI5.9K shares0.00%2026-03-312026-04-28

Sponsored

XNOV FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2026-03-312026-04-28

DJAN FIRST TR EXCHNG TRADED FD VI5.4K sharesnew addition2026-03-312026-04-28

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.0K sharesnew addition2026-03-312026-04-28

TTC TORO CO2.4K sharesnew addition2026-03-312026-04-28

XJUN FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2026-03-312026-04-28

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.7K sharesnew addition2026-03-312026-04-28

NSC NORFOLK SOUTHN CORP759 shares0.53%2026-03-312026-04-28

FXL FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-04-28

Sponsored

XMLV INVESCO EXCH TRADED FD TR II3.3K shares-2.57%2026-03-312026-04-28

DAPR FIRST TR EXCHNG TRADED FD VI5.2K shares-18.15%2026-03-312026-04-28

SLQD ISHARES TR4.1K shares-1.23%2026-03-312026-04-28

GNOV FIRST TR EXCHNG TRADED FD VI5.3K shares0.00%2026-03-312026-04-28

FDD FIRST TR EXCHANGE-TRADED FD11.5K sharesnew addition2026-03-312026-04-28

HYLS FIRST TR EXCHANGE-TRADED FD5.0K shares-0.72%2026-03-312026-04-28

FAUG FIRST TR EXCHNG TRADED FD VI3.9K shares0.00%2026-03-312026-04-28

FSMB FIRST TR EXCH TRADED FD III10.1K shares0.00%2026-03-312026-04-28

Sponsored

GGN GAMCO GLOBAL GOLD NAT RES &36.0K shares0.00%2026-03-312026-04-28

QBTS D-WAVE QUANTUM INC10.2K shares-0.45%2026-03-312026-04-28

GOF GUGGENHEIM STRATEGIC OPPORTU12.7K shares0.00%2026-03-312026-04-28

ETW EATON VANCE TAX-MANAGED GLOB15.5K shares0.00%2026-03-312026-04-28

ASG LIBERTY ALL-STAR GROWTH FD I23.3K shares0.00%2026-03-312026-04-28

GROY GOLD ROYALTY CORP29.5K sharesnew addition2026-03-312026-04-28

NFGC NEW FOUND GOLD CORP54.1K sharesnew addition2026-03-312026-04-28

IGD VOYA GLBL EQTY DIV & PREM OP11.7K shares0.00%2026-03-312026-04-28

Sponsored

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN50.0K shares0.00%2026-03-312026-04-28

IVE

ISHARES TR

-3.28%

Shares572.7K

Event2026-03-31

Filed2026-04-28

IVW

ISHARES TR

2.75%

Shares1.0M

Event2026-03-31

Filed2026-04-28

DFAI

DIMENSIONAL ETF TRUST

55.43%

Shares2.9M

Event2026-03-31

Filed2026-04-28

SDVY

FIRST TR EXCHANGE TRADED FD

-4.66%

Shares2.7M

Event2026-03-31

Filed2026-04-28

FTCB

FIRST TR EXCHANGE-TRADED FD

4.61%

Shares3.2M

Event2026-03-31

Filed2026-04-28

JQUA

J P MORGAN EXCHANGE TRADED F

1.58%

Shares1.0M

Event2026-03-31

Filed2026-04-28

JBND

J P MORGAN EXCHANGE TRADED F

3.19%

Shares967.0K

Event2026-03-31

Filed2026-04-28

AGG

ISHARES TR

3.47%

Shares349.7K

Event2026-03-31

Filed2026-04-28

DUHP

DIMENSIONAL ETF TRUST

-62.23%

Shares687.3K

Event2026-03-31

Filed2026-04-28

DFUS

DIMENSIONAL ETF TRUST

15.03%

Shares117.2K

Event2026-03-31

Filed2026-04-28

DFCF

DIMENSIONAL ETF TRUST

16.63%

Shares177.2K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

7.00%

Shares50.7K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

-4.06%

Shares24.6K

Event2026-03-31

Filed2026-04-28

DXUV

DIMENSIONAL ETF TRUST

13.02%

Shares104.4K

Event2026-03-31

Filed2026-04-28

BIBL

NORTHERN LTS FD TR IV

-27.64%

Shares108.8K

Event2026-03-31

Filed2026-04-28

RDVY

FIRST TR EXCHANGE TRADED FD

10.94%

Shares72.9K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-12.40%

Shares7.3K

Event2026-03-31

Filed2026-04-28

TPIF

TIMOTHY PLAN

52.28%

Shares129.9K

Event2026-03-31

Filed2026-04-28

IBD

NORTHERN LTS FD TR IV

7.30%

Shares195.3K

Event2026-03-31

Filed2026-04-28

ELCV

STRATEGY SHS

-3.58%

Shares152.8K

Event2026-03-31

Filed2026-04-28

FTC

FIRST TR EXCHANGE-TRADED ALP

17.22%

Shares27.3K

Event2026-03-31

Filed2026-04-28

TPLC

TIMOTHY PLAN

1.22%

Shares86.1K

Event2026-03-31

Filed2026-04-28

FDT

FIRST TR EXCH TRD ALPHDX FD

66.47%

Shares43.0K

Event2026-03-31

Filed2026-04-28

FTGS

FIRST TR EXCHANGE-TRADED FD

-22.05%

Shares84.1K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

0.20%

Shares13.5K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

-14.59%

Shares41.5K

Event2026-03-31

Filed2026-04-28

INCM

FRANKLIN TEMPLETON ETF TR

2.27%

Shares93.3K

Event2026-03-31

Filed2026-04-28

SOUTHERN CO

1.03%

Shares22.3K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

12.73%

Shares5.8K

Event2026-03-31

Filed2026-04-28

SPHY

SPDR SERIES TRUST

7.93%

Shares86.4K

Event2026-03-31

Filed2026-04-28

XLK

SELECT SECTOR SPDR TR

10.01%

Shares14.6K

Event2026-03-31

Filed2026-04-28

JPM

JPMORGAN CHASE & CO

1.14%

Shares6.5K

Event2026-03-31

Filed2026-04-28

DFAS

DIMENSIONAL ETF TRUST

8.51%

Shares26.1K

Event2026-03-31

Filed2026-04-28

IEFA

ISHARES TR

34.32%

Shares19.8K

Event2026-03-31

Filed2026-04-28

SYK

STRYKER CORPORATION

0.82%

Shares4.9K

Event2026-03-31

Filed2026-04-28

IPAC

ISHARES TR

-10.66%

Shares21.0K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

3.06%

Shares1.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

2.56%

Shares8.6K

Event2026-03-31

Filed2026-04-28

FTHI

FIRST TR EXCHANGE TRADED FD

0.87%

Shares64.2K

Event2026-03-31

Filed2026-04-28

MPC

MARATHON PETE CORP

3.59%

Shares5.8K

Event2026-03-31

Filed2026-04-28

LLY

ELI LILLY & CO

1.52%

Shares1.5K

Event2026-03-31

Filed2026-04-28

VISA INC

-0.84%

Shares4.6K

Event2026-03-31

Filed2026-04-28

XLC

SELECT SECTOR SPDR TR

8.04%

Shares12.3K

Event2026-03-31

Filed2026-04-28

COP

CONOCOPHILLIPS

-16.28%

Shares10.2K

Event2026-03-31

Filed2026-04-28

WMT

WALMART INC

2.08%

Shares10.7K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-28

BUFR

FIRST TR EXCHNG TRADED FD VI

39.11%

Shares39.1K

Event2026-03-31

Filed2026-04-28

VERIZON COMMUNICATIONS INC

1.76%

Shares25.8K

Event2026-03-31

Filed2026-04-28

AMAT

APPLIED MATLS INC

0.32%

Shares3.7K

Event2026-03-31

Filed2026-04-28

FNX

FIRST TR EXCHANGE-TRADED ALP

8.33%

Shares9.8K

Event2026-03-31

Filed2026-04-28

GENERAL DYNAMICS CORP

2.16%

Shares3.6K

Event2026-03-31

Filed2026-04-28

CITIGROUP INC

3.98%

Shares10.6K

Event2026-03-31

Filed2026-04-28

ISMD

NORTHERN LTS FD TR IV

-4.17%

Shares28.8K

Event2026-03-31

Filed2026-04-28

FDVV

FIDELITY COVINGTON TRUST

3.16%

Shares19.5K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

0.49%

Shares5.9K

Event2026-03-31

Filed2026-04-28

CASS

CASS INFORMATION SYS INC

0.00%

Shares22.8K

Event2026-03-31

Filed2026-04-28

TSM

TAIWAN SEMICONDUCTOR MANUFAC

2.58%

Shares2.9K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

5.17%

Shares7.9K

Event2026-03-31

Filed2026-04-28

FMB

FIRST TR EXCH TRADED FD III

0.42%

Shares18.1K

Event2026-03-31

Filed2026-04-28

CSCO

CISCO SYS INC

-1.62%

Shares11.6K

Event2026-03-31

Filed2026-04-28

PLAB

PHOTRONICS INC

3.59%

Shares22.0K

Event2026-03-31

Filed2026-04-28

MLPX

GLOBAL X FDS

3.61%

Shares11.8K

Event2026-03-31

Filed2026-04-28

OCTM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares26.6K

Event2026-03-31

Filed2026-04-28

NEAR

ISHARES U S ETF TR

0.10%

Shares16.6K

Event2026-03-31

Filed2026-04-28

DNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares17.6K

Event2026-03-31

Filed2026-04-28

LAM RESEARCH CORP

2.20%

Shares3.9K

Event2026-03-31

Filed2026-04-28

SHARKNINJA INC

4.14%

Shares7.6K

Event2026-03-31

Filed2026-04-28

HCA

HCA HEALTHCARE INC

2.89%

Shares1.7K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

0.64%

Shares15.4K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

-13.56%

Shares6.1K

Event2026-03-31

Filed2026-04-28

FCX

FREEPORT MCMORAN INC

3.39%

Shares12.7K

Event2026-03-31

Filed2026-04-28

IBM

INTERNATIONAL BUSINESS MACHS

-0.50%

Shares3.0K

Event2026-03-31

Filed2026-04-28

ENSG

ENSIGN GROUP INC

2.67%

Shares3.6K

Event2026-03-31

Filed2026-04-28

JXN

JACKSON FINANCIAL INC

2.45%

Shares6.7K

Event2026-03-31

Filed2026-04-28

RHP

RYMAN HOSPITALITY PPTYS INC

New

Shares7.6K

Event2026-03-31

Filed2026-04-28

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares18.0K

Event2026-03-31

Filed2026-04-28

FFEB

FIRST TR EXCHNG TRADED FD VI

7.73%

Shares12.4K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.87%

Shares2.4K

Event2026-03-31

Filed2026-04-28

OMC

OMNICOM GROUP INC

19.32%

Shares8.9K

Event2026-03-31

Filed2026-04-28

PRDO

PERDOCEO ED CORP

3.72%

Shares17.7K

Event2026-03-31

Filed2026-04-28

GJAN

FIRST TR EXCHNG TRADED FD VI

159.36%

Shares15.7K

Event2026-03-31

Filed2026-04-28

DOV

DOVER CORP

3.55%

Shares3.0K

Event2026-03-31

Filed2026-04-28

PSX

PHILLIPS 66

-41.20%

Shares3.3K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

5.46%

Shares10.5K

Event2026-03-31

Filed2026-04-28

EATON CORP PLC

1.48%

Shares1.6K

Event2026-03-31

Filed2026-04-28

PGR

PROGRESSIVE CORP

5.42%

Shares2.9K

Event2026-03-31

Filed2026-04-28

FPE

FIRST TR EXCH TRADED FD III

6.80%

Shares31.5K

Event2026-03-31

Filed2026-04-28

APPF

APPFOLIO INC

6.34%

Shares3.5K

Event2026-03-31

Filed2026-04-28

SLV

ISHARES SILVER TR

5.31%

Shares8.0K

Event2026-03-31

Filed2026-04-28

GDEC

FIRST TR EXCHNG TRADED FD VI

42.03%

Shares14.6K

Event2026-03-31

Filed2026-04-28

DKS

DICKS SPORTING GOODS INC

4.83%

Shares2.7K

Event2026-03-31

Filed2026-04-28

STK

COLUMBIA SELIGM PREM TECH GR

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-28

SPOT

SPOTIFY TECHNOLOGY S A

7.14%

Shares1.1K

Event2026-03-31

Filed2026-04-28

PROCTER & GAMBLE CO

-4.29%

Shares3.5K

Event2026-03-31

Filed2026-04-28

XIMR

FIRST TR EXCHNG TRADED FD VI

New

Shares16.2K

Event2026-03-31

Filed2026-04-28

XISE

FIRST TR EXCHNG TRADED FD VI

100.19%

Shares16.7K

Event2026-03-31

Filed2026-04-28

GOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-28

URI

UNITED RENTALS INC

5.35%

Shares669

Event2026-03-31

Filed2026-04-28

INVESCO QQQ TR

-2.55%

Shares803

Event2026-03-31

Filed2026-04-28

SPDW

SPDR INDEX SHS FDS

32.29%

Shares10.1K

Event2026-03-31

Filed2026-04-28

SPIB

SPDR SERIES TRUST

6.49%

Shares12.7K

Event2026-03-31

Filed2026-04-28

BERKSHIRE HATHAWAY INC DEL

1.83%

Shares892

Event2026-03-31

Filed2026-04-28

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-28

PARKER-HANNIFIN CORP

0.85%

Shares473

Event2026-03-31

Filed2026-04-28

ALPHABET INC

-0.47%

Shares1.5K

Event2026-03-31

Filed2026-04-28

GNTX

GENTEX CORP

-2.59%

Shares19.3K

Event2026-03-31

Filed2026-04-28

PSN

PARSONS CORP DEL

6.11%

Shares7.4K

Event2026-03-31

Filed2026-04-28

GMAR

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-28

FITB

FIFTH THIRD BANCORP

11.83%

Shares8.4K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-3.73%

Shares878

Event2026-03-31

Filed2026-04-28

SEPM

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-28

EMR

EMERSON ELEC CO

0.25%

Shares2.8K

Event2026-03-31

Filed2026-04-28

JNJ

JOHNSON & JOHNSON

-8.67%

Shares1.5K

Event2026-03-31

Filed2026-04-28

HOME DEPOT INC

4.29%

Shares1.1K

Event2026-03-31

Filed2026-04-28

CVX

CHEVRON CORPORATION

2.61%

Shares1.7K

Event2026-03-31

Filed2026-04-28

PAY

PAYMENTUS HOLDINGS INC

5.46%

Shares13.8K

Event2026-03-31

Filed2026-04-28

XJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares9.7K

Event2026-03-31

Filed2026-04-28

INTU

INTUIT

7.74%

Shares793

Event2026-03-31

Filed2026-04-28

XOCT

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.0K

Event2026-03-31

Filed2026-04-28

GSLC

GOLDMAN SACHS ETF TR

-9.12%

Shares2.6K

Event2026-03-31

Filed2026-04-28

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-28

CII

BLACKROCK ENHANCED LARGE CAP

4.98%

Shares14.1K

Event2026-03-31

Filed2026-04-28

DJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.0K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

0.67%

Shares751

Event2026-03-31

Filed2026-04-28

FNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

USMV

ISHARES TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-28

SUSA

ISHARES TR

-32.17%

Shares2.1K

Event2026-03-31

Filed2026-04-28

ISTB

ISHARES TR

-1.60%

Shares5.3K

Event2026-03-31

Filed2026-04-28

SPHQ

INVESCO EXCHANGE TRADED FD T

-22.01%

Shares3.4K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

1.20%

Shares422

Event2026-03-31

Filed2026-04-28

XIDE

FIRST TR EXCHNG TRADED FD VI

New

Shares8.3K

Event2026-03-31

Filed2026-04-28

ABBV

ABBVIE INC

-8.87%

Shares1.1K

Event2026-03-31

Filed2026-04-28

IWR

ISHARES TR

-29.91%

Shares2.5K

Event2026-03-31

Filed2026-04-28

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-28

CAT

CATERPILLAR INC

-10.79%

Shares339

Event2026-03-31

Filed2026-04-28

XDEC

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-28

XNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.1K

Event2026-03-31

Filed2026-04-28

DJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares5.4K

Event2026-03-31

Filed2026-04-28

WEC ENERGY GROUP INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-28

TTC

TORO CO

New

Shares2.4K

Event2026-03-31

Filed2026-04-28

XJUN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-28

DUKE ENERGY CORP NEW

New

Shares1.7K

Event2026-03-31

Filed2026-04-28

NSC

NORFOLK SOUTHN CORP

0.53%

Shares759

Event2026-03-31

Filed2026-04-28

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-28

XMLV

INVESCO EXCH TRADED FD TR II

-2.57%

Shares3.3K

Event2026-03-31

Filed2026-04-28

DAPR

FIRST TR EXCHNG TRADED FD VI

-18.15%

Shares5.2K

Event2026-03-31

Filed2026-04-28

SLQD

ISHARES TR

-1.23%

Shares4.1K

Event2026-03-31

Filed2026-04-28

GNOV

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-28

FDD

FIRST TR EXCHANGE-TRADED FD

New

Shares11.5K

Event2026-03-31

Filed2026-04-28

HYLS

FIRST TR EXCHANGE-TRADED FD

-0.72%

Shares5.0K

Event2026-03-31

Filed2026-04-28

FAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-28

FSMB

FIRST TR EXCH TRADED FD III

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-28

GGN

GAMCO GLOBAL GOLD NAT RES &

0.00%

Shares36.0K

Event2026-03-31

Filed2026-04-28

QBTS

D-WAVE QUANTUM INC

-0.45%

Shares10.2K

Event2026-03-31

Filed2026-04-28

GOF

GUGGENHEIM STRATEGIC OPPORTU

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-28

ETW

EATON VANCE TAX-MANAGED GLOB

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-28

ASG

LIBERTY ALL-STAR GROWTH FD I

0.00%

Shares23.3K

Event2026-03-31

Filed2026-04-28

GROY

GOLD ROYALTY CORP

New

Shares29.5K

Event2026-03-31

Filed2026-04-28

NFGC

NEW FOUND GOLD CORP

New

Shares54.1K

Event2026-03-31

Filed2026-04-28

IGD

VOYA GLBL EQTY DIV & PREM OP

0.00%

Shares11.7K

Event2026-03-31

Filed2026-04-28

BLACKSTONE MORTGAGE TRUST IN

0.00%

Shares50.0K

Event2026-03-31

Filed2026-04-28

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available