Sponsored

The Analysis of Marble Wealth, LLC's Holdings & P&L

Currently, Marble Wealth, LLC holds 222 types of securities in its portfolio with a total value $571.4M. In the most recent quarter, they have increased their positions in FENI (+230.9K shares, valued at $8.6M), FESM (+119.6K shares, valued at $4.5M), IEMG (+47.3K shares, valued at $3.3M); decreased their positions in COWZ (-134.0K shares, valued at $8.4M), IEFA (-87.3K shares, valued at $7.9M), AAPL (-24.8K shares, valued at $6.3M); initiated new positions in FENI (+230.9K shares, valued at $8.6M), FESM (+119.6K shares, valued at $4.5M), BGIG (+31.7K shares, valued at $1.1M).

1M P&L

-15.9M-2.87%

3M P&L

-150.2M-21.81%

HY P&L

-164.6M-23.41%

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/A261.4M

54.5%

2Semiconductors25.9M

5.4%

3Consumer Electronics24.7M

5.2%

Top Industries by Stock Count

1N/A58 stocks

29.4%

2Semiconductors6 stocks

3.0%

3Drug Manufacturers - General6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR89.0K shares-0.26%2026-03-312026-05-14

VUG VANGUARD INDEX FDS74.7K shares-4.59%2026-03-312026-05-14

AAPL APPLE INC97.4K shares-20.26%2026-03-312026-05-14

NVDA NVIDIA CORPORATION133.6K shares-1.44%2026-03-312026-05-14

IEFA ISHARES TR228.3K shares-27.66%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS32.0K shares0.23%2026-03-312026-05-14

VFLO VICTORY PORTFOLIOS II466.1K shares-5.52%2026-03-312026-05-14

ALPHABET INC ALPHABET INC52.7K shares-25.29%2026-03-312026-05-14

Sponsored

VIG VANGUARD SPECIALIZED FUNDS68.9K shares-3.65%2026-03-312026-05-14

AMZN AMAZON COM INC66.9K shares-30.92%2026-03-312026-05-14

MSFT MICROSOFT CORP37.1K shares-18.58%2026-03-312026-05-14

COWZ PACER FDS TR208.6K shares-39.11%2026-03-312026-05-14

BROADCOM INC BROADCOM INC41.9K shares-3.28%2026-03-312026-05-14

IEMG ISHARES INC168.4K shares39.02%2026-03-312026-05-14

WMT WALMART INC84.0K shares-7.03%2026-03-312026-05-14

IJR ISHARES TR71.5K shares7.09%2026-03-312026-05-14

Sponsored

FENI FIDELITY COVINGTON TRUST230.9K sharesnew addition2026-03-312026-05-14

JPM JPMORGAN CHASE & CO25.6K shares-2.86%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION7.4K shares-8.86%2026-03-312026-05-14

FNDA SCHWAB STRATEGIC TR186.4K shares-2.25%2026-03-312026-05-14

ALPHABET INC ALPHABET INC20.5K shares-40.74%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE20.7K shares0.71%2026-03-312026-05-14

COWG PACER FDS TR168.8K shares-47.19%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC47.7K shares0.61%2026-03-312026-05-14

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL11.1K shares-20.06%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR173.4K shares0.00%2026-03-312026-05-14

SO SOUTHERN CO48.0K shares-5.83%2026-03-312026-05-14

FESM FIDELITY COVINGTON TRUST119.6K sharesnew addition2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR143.6K shares-50.87%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR7.2K shares-5.25%2026-03-312026-05-14

HD HOME DEPOT INC12.6K shares-17.90%2026-03-312026-05-14

NOBL PROSHARES TR37.9K shares-47.91%2026-03-312026-05-14

Sponsored

GEV GE VERNOVA INC4.3K shares-0.02%2026-03-312026-05-14

GLD SPDR GOLD TR8.8K shares-0.59%2026-03-312026-05-14

SPGP INVESCO EXCHANGE TRADED FD T34.5K shares0.86%2026-03-312026-05-14

SCHW SCHWAB CHARLES CORP39.2K shares-5.43%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.8K shares-51.64%2026-03-312026-05-14

USHY ISHARES TR97.8K shares7.76%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T5.4K shares0.92%2026-03-312026-05-14

VTC VANGUARD SCOTTSDALE FDS44.8K shares-8.31%2026-03-312026-05-14

Sponsored

XOM EXXON MOBIL CORP18.2K shares-66.74%2026-03-312026-05-14

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-05-14

MCD MCDONALDS CORP9.0K shares-11.74%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR61.3K shares35.93%2026-03-312026-05-14

CVX CHEVRON CORPORATION13.0K shares-18.88%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON10.6K shares-25.68%2026-03-312026-05-14

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL6.5K shares0.17%2026-03-312026-05-14

CSCO CISCO SYS INC32.8K shares0.41%2026-03-312026-05-14

Sponsored

GS GOLDMAN SACHS GROUP INC2.9K shares-18.92%2026-03-312026-05-14

IJH ISHARES TR34.6K shares-8.71%2026-03-312026-05-14

V VISA INC7.3K shares-27.82%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC14.8K shares-2.15%2026-03-312026-05-14

VTI VANGUARD INDEX FDS6.5K shares-0.43%2026-03-312026-05-14

AMAT APPLIED MATLS INC5.7K shares4.84%2026-03-312026-05-14

ABBV ABBVIE INC8.9K shares-49.81%2026-03-312026-05-14

KO COCA COLA CO25.0K shares-15.76%2026-03-312026-05-14

Sponsored

PWR QUANTA SVCS INC3.2K shares2.41%2026-03-312026-05-14

CAT CATERPILLAR INC2.5K shares-36.42%2026-03-312026-05-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC14.0K shares-10.39%2026-03-312026-05-14

BAC BANK AMERICA CORP31.9K shares-23.95%2026-03-312026-05-14

META META PLATFORMS INC2.7K shares-56.61%2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC5.9K shares-10.13%2026-03-312026-05-14

ARCC ARES CAPITAL CORP84.2K shares-59.26%2026-03-312026-05-14

LINDE PLC LINDE PLC3.0K shares-23.98%2026-03-312026-05-14

Sponsored

TMO THERMO FISHER SCIENTIFIC INC2.9K shares-17.54%2026-03-312026-05-14

RTX RTX CORPORATION7.4K shares-22.82%2026-03-312026-05-14

KLAC KLA CORP954 shares3.02%2026-03-312026-05-14

SYY SYSCO CORP19.4K shares-6.27%2026-03-312026-05-14

PG PROCTER & GAMBLE CO9.5K shares-37.05%2026-03-312026-05-14

LMT LOCKHEED MARTIN CORP2.2K shares-12.11%2026-03-312026-05-14

LQD ISHARES TR12.3K shares-1.02%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC11.1K shares3.40%2026-03-312026-05-14

Sponsored

BKLN INVESCO EXCH TRADED FD TR II65.2K shares26.39%2026-03-312026-05-14

WMB WILLIAMS COS INC17.6K shares-53.98%2026-03-312026-05-14

COP CONOCOPHILLIPS9.4K shares-72.07%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC3.1K shares-27.73%2026-03-312026-05-14

BXSL BLACKSTONE SECD LENDING FD51.0K shares-65.53%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC13.0K shares-53.83%2026-03-312026-05-14

SHY ISHARES TR14.1K shares-2.67%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC3.4K shares4.46%2026-03-312026-05-14

Sponsored

AXP AMERICAN EXPRESS CO3.7K shares-19.67%2026-03-312026-05-14

ABT ABBOTT LABORATORIES10.4K shares-21.62%2026-03-312026-05-14

EOG EOG RES INC7.3K shares-54.30%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP4.9K shares5.23%2026-03-312026-05-14

BGIG ETF SER SOLUTIONS31.7K sharesnew addition2026-03-312026-05-14

TSLA TESLA INC2.8K shares1.92%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW7.9K shares-12.52%2026-03-312026-05-14

LHX L3HARRIS TECHNOLOGIES INC2.9K shares-9.76%2026-03-312026-05-14

Sponsored

GL GLOBE LIFE INC7.3K shares-1.79%2026-03-312026-05-14

RF REGIONS FINANCIAL CORP NEW38.8K shares2.66%2026-03-312026-05-14

EMR EMERSON ELEC CO7.7K shares-9.47%2026-03-312026-05-14

LLY ELI LILLY & CO1.1K shares-52.01%2026-03-312026-05-14

VMC VULCAN MATLS CO3.6K shares-0.30%2026-03-312026-05-14

CHD CHURCH & DWIGHT CO INC10.5K shares-3.48%2026-03-312026-05-14

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO17.7K shares-2.89%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC3.1K shares-10.46%2026-03-312026-05-14

Sponsored

EQT CORP EQT CORP14.4K shares-7.14%2026-03-312026-05-14

SHOP SHOPIFY INC7.7K shares-8.40%2026-03-312026-05-14

MDLZ MONDELEZ INTL INC15.3K shares-12.21%2026-03-312026-05-14

FNDB SCHWAB STRATEGIC TR32.2K shares2.23%2026-03-312026-05-14

VEU VANGUARD INTL EQUITY INDEX F11.6K shares0.02%2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC3.2K shares-37.84%2026-03-312026-05-14

MS MORGAN STANLEY5.1K shares-28.64%2026-03-312026-05-14

NSC NORFOLK SOUTHN CORP2.9K shares-11.12%2026-03-312026-05-14

Sponsored

ROK ROCKWELL AUTOMATION INC2.3K shares-7.45%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC6.5K shares0.47%2026-03-312026-05-14

BKNG BOOKING HOLDINGS INC188 shares-24.19%2026-03-312026-05-14

MUB ISHARES TR7.4K shares0.46%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC13.2K shares8.35%2026-03-312026-05-14

WM WASTE MGMT INC DEL3.2K shares-14.40%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC3.5K shares-27.13%2026-03-312026-05-14

AMP AMERIPRISE FINL INC1.6K shares-8.79%2026-03-312026-05-14

Sponsored

GOVT ISHARES TR30.1K shares-26.87%2026-03-312026-05-14

LAMR LAMAR ADVERTISING CO5.4K shares0.30%2026-03-312026-05-14

TJX TJX COS INC NEW4.2K shares-29.06%2026-03-312026-05-14

ORCL ORACLE CORP4.3K shares-38.64%2026-03-312026-05-14

ATR APTARGROUP INC5.0K shares0.00%2026-03-312026-05-14

ITOT ISHARES TR4.3K shares0.23%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR7.0K shares-75.31%2026-03-312026-05-14

WFC WELLS FARGO & CO7.6K shares-41.15%2026-03-312026-05-14

Sponsored

CL COLGATE PALMOLIVE CO7.0K shares-25.36%2026-03-312026-05-14

NEE NEXTERA ENERGY INC6.4K shares-34.67%2026-03-312026-05-14

LH LABCORP HOLDINGS INC2.2K shares-6.79%2026-03-312026-05-14

KOP KOPPERS HOLDINGS INC15.1K shares0.00%2026-03-312026-05-14

CSX CSX CORP14.1K shares-16.29%2026-03-312026-05-14

VTWO VANGUARD SCOTTSDALE FDS5.7K shares0.09%2026-03-312026-05-14

HCA HCA HEALTHCARE INC1.2K shares-19.22%2026-03-312026-05-14

BLACKROCK INC BLACKROCK INC563 shares-28.55%2026-03-312026-05-14

Sponsored

PM PHILIP MORRIS INTL INC3.2K shares-39.58%2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC1.1K shares-34.46%2026-03-312026-05-14

MA MASTERCARD INCORPORATED993 shares-57.33%2026-03-312026-05-14

QCOM QUALCOMM INC3.8K shares-43.45%2026-03-312026-05-14

PEP PEPSICO INC3.2K shares1.22%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO1.5K shares-15.60%2026-03-312026-05-14

CFA VICTORY PORTFOLIOS II5.2K shares0.21%2026-03-312026-05-14

SFBS SERVISFIRST BANCSHARES INC6.5K shares18.84%2026-03-312026-05-14

Sponsored

XLK SELECT SECTOR SPDR TR3.5K shares0.11%2026-03-312026-05-14

ADBE ADOBE INC1.9K shares214.45%2026-03-312026-05-14

NUE NUCOR CORP2.6K shares-18.24%2026-03-312026-05-14

NFLX NETFLIX INC.4.5K shares-60.95%2026-03-312026-05-14

OXY OCCIDENTAL PETE CORP6.7K shares-11.35%2026-03-312026-05-14

DE DEERE & CO769 shares-34.39%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC2.1K shares-54.19%2026-03-312026-05-14

PSX PHILLIPS 662.3K shares-81.14%2026-03-312026-05-14

Sponsored

JCI JOHNSON CONTROLS INTERNATION3.2K shares-24.64%2026-03-312026-05-14

GTN GRAY MEDIA INC94.3K shares0.43%2026-03-312026-05-14

UNP UNION PAC CORP1.7K shares-33.78%2026-03-312026-05-14

VONE VANGUARD SCOTTSDALE FDS1.4K shares0.22%2026-03-312026-05-14

FSK FS KKR CAP CORP39.5K shares-62.70%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP448 shares-31.71%2026-03-312026-05-14

ICSH ISHARES TR7.9K sharesnew addition2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F7.9K sharesnew addition2026-03-312026-05-14

Sponsored

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.9K shares-19.60%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC7.9K shares-79.41%2026-03-312026-05-14

IWF ISHARES TR911 shares-14.38%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC3.0K shares-23.91%2026-03-312026-05-14

TMUS T-MOBILE US INC1.8K shares-29.68%2026-03-312026-05-14

RGA REINSURANCE GROUP AMER INC1.9K shares0.00%2026-03-312026-05-14

MAA MID-AMER APT CMNTYS INC3.0K shares-6.33%2026-03-312026-05-14

DHR DANAHER CORP DEL1.9K shares0.26%2026-03-312026-05-14

Sponsored

PANW PALO ALTO NETWORKS INC2.2K shares-31.61%2026-03-312026-05-14

O REALTY INCOME CORP5.8K sharesnew addition2026-03-312026-05-14

AMGN AMGEN INC1.0K shares-46.27%2026-03-312026-05-14

SLV ISHARES SILVER TR5.2K shares-13.42%2026-03-312026-05-14

HON HONEYWELL INTL INC1.5K shares-42.05%2026-03-312026-05-14

DIS DISNEY WALT CO3.6K shares-45.99%2026-03-312026-05-14

MELI MERCADOLIBRE INC200 shares-0.99%2026-03-312026-05-14

ADI ANALOG DEVICES INC1.1K shares-41.07%2026-03-312026-05-14

Sponsored

T AT&T INC11.8K shares-84.18%2026-03-312026-05-14

MNST MONSTER BEVERAGE CORP NEW4.7K shares-14.54%2026-03-312026-05-14

CME CME GROUP INC1.1K shares-32.55%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR2.2K shares6.04%2026-03-312026-05-14

ASTRAZENECA PLC ASTRAZENECA PLC1.6K sharesnew addition2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS3.8K shares7.64%2026-03-312026-05-14

ROAD CONSTRUCTION PARTNERS INC2.9K shares-2.49%2026-03-312026-05-14

EFA ISHARES TR3.2K sharesnew addition2026-03-312026-05-14

Sponsored

TGT TARGET CORP2.6K shares0.82%2026-03-312026-05-14

FBTC FIDELITY WISE ORIGIN BITCOIN5.2K shares-73.16%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO5.0K shares-41.18%2026-03-312026-05-14

EBAY EBAY INC.3.3K shares-12.10%2026-03-312026-05-14

CENCORA INC CENCORA INC955 shares-22.92%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR9.6K shares0.04%2026-03-312026-05-14

HWM HOWMET AEROSPACE INC1.3K shares1.28%2026-03-312026-05-14

MO ALTRIA GROUP INC4.4K shares-44.79%2026-03-312026-05-14

Sponsored

DFUS DIMENSIONAL ETF TRUST4.1K shares0.00%2026-03-312026-05-14

MTB M & T BK CORP1.4K shares-75.37%2026-03-312026-05-14

IVW ISHARES TR2.5K shares0.08%2026-03-312026-05-14

USMV ISHARES TR3.0K shares0.30%2026-03-312026-05-14

GILD GILEAD SCIENCES INC2.0K shares-79.65%2026-03-312026-05-14

APH AMPHENOL CORP2.1K shares-0.65%2026-03-312026-05-14

CB CHUBB LTD SWITZ819 shares-41.67%2026-03-312026-05-14

DON WISDOMTREE TR5.0K shares0.00%2026-03-312026-05-14

Sponsored

WDC WESTERN DIGITAL CORP958 sharesnew addition2026-03-312026-05-14

PNW PINNACLE WEST CAP CORP2.5K shares-6.03%2026-03-312026-05-14

CMCSA COMCAST CORP NEW8.8K shares-43.56%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR4.1K sharesnew addition2026-03-312026-05-14

MINT PIMCO ETF TR2.4K sharesnew addition2026-03-312026-05-14

TRGP TARGA RES CORP968 shares-22.68%2026-03-312026-05-14

UHAL.B U HAUL HOLDING COMPANY5.4K shares13.36%2026-03-312026-05-14

ETR ENTERGY CORP NEW2.1K shares-18.09%2026-03-312026-05-14

Sponsored

PGR PROGRESSIVE CORP1.2K shares-41.43%2026-03-312026-05-14

CVE CENOVUS ENERGY INC8.8K sharesnew addition2026-03-312026-05-14

BSX BOSTON SCIENTIFIC CORP3.7K shares-38.41%2026-03-312026-05-14

PNC PNC FINL SVCS GROUP INC1.1K shares-54.86%2026-03-312026-05-14

ENB ENBRIDGE INC4.2K shares0.55%2026-03-312026-05-14

LOW LOWES COS INC948 shares-48.17%2026-03-312026-05-14

APA CORPORATION APA CORPORATION5.2K sharesnew addition2026-03-312026-05-14

TDG TRANSDIGM GROUP INC186 shares-31.37%2026-03-312026-05-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS884 shares-90.85%2026-03-312026-05-14

BIL SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-05-14

TXN TEXAS INSTRS INC1.1K shares-56.82%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS3.3K shares0.15%2026-03-312026-05-14

BOXX EA SERIES TRUST1.8K sharesnew addition2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC467 shares-46.01%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP744 shares-40.10%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-03-312026-05-14

Sponsored

DFAT DIMENSIONAL ETF TRUST3.3K sharesnew addition2026-03-312026-05-14

FUSB FIRST US BANCSHARES INC12.8K shares-16.35%2026-03-312026-05-14

VLY VALLEY NATL BANCORP13.3K shares0.94%2026-03-312026-05-14

F FORD MTR CO13.9K shares-33.22%2026-03-312026-05-14

AMERICAN COASTAL INS CORP AMERICAN COASTAL INS CORP11.1K shares6.39%2026-03-312026-05-14

MPW MEDICAL PROPERTIES TRUST INC15.8K shares-15.47%2026-03-312026-05-14

IVV

ISHARES TR

-0.26%

Shares89.0K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

-4.59%

Shares74.7K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-20.26%

Shares97.4K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-1.44%

Shares133.6K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

-27.66%

Shares228.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

0.23%

Shares32.0K

Event2026-03-31

Filed2026-05-14

VFLO

VICTORY PORTFOLIOS II

-5.52%

Shares466.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-25.29%

Shares52.7K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-3.65%

Shares68.9K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

-30.92%

Shares66.9K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

-18.58%

Shares37.1K

Event2026-03-31

Filed2026-05-14

COWZ

PACER FDS TR

-39.11%

Shares208.6K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-3.28%

Shares41.9K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

39.02%

Shares168.4K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-7.03%

Shares84.0K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

7.09%

Shares71.5K

Event2026-03-31

Filed2026-05-14

FENI

FIDELITY COVINGTON TRUST

New

Shares230.9K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-2.86%

Shares25.6K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

-8.86%

Shares7.4K

Event2026-03-31

Filed2026-05-14

FNDA

SCHWAB STRATEGIC TR

-2.25%

Shares186.4K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

-40.74%

Shares20.5K

Event2026-03-31

Filed2026-05-14

GE AEROSPACE

0.71%

Shares20.7K

Event2026-03-31

Filed2026-05-14

COWG

PACER FDS TR

-47.19%

Shares168.8K

Event2026-03-31

Filed2026-05-14

BLACKSTONE INC

0.61%

Shares47.7K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

-20.06%

Shares11.1K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

0.00%

Shares173.4K

Event2026-03-31

Filed2026-05-14

SOUTHERN CO

-5.83%

Shares48.0K

Event2026-03-31

Filed2026-05-14

FESM

FIDELITY COVINGTON TRUST

New

Shares119.6K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-50.87%

Shares143.6K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-5.25%

Shares7.2K

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-17.90%

Shares12.6K

Event2026-03-31

Filed2026-05-14

NOBL

PROSHARES TR

-47.91%

Shares37.9K

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

-0.02%

Shares4.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-0.59%

Shares8.8K

Event2026-03-31

Filed2026-05-14

SPGP

INVESCO EXCHANGE TRADED FD T

0.86%

Shares34.5K

Event2026-03-31

Filed2026-05-14

SCHW

SCHWAB CHARLES CORP

-5.43%

Shares39.2K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

-51.64%

Shares18.8K

Event2026-03-31

Filed2026-05-14

USHY

ISHARES TR

7.76%

Shares97.8K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

0.92%

Shares5.4K

Event2026-03-31

Filed2026-05-14

VTC

VANGUARD SCOTTSDALE FDS

-8.31%

Shares44.8K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

-66.74%

Shares18.2K

Event2026-03-31

Filed2026-05-14

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares4

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-11.74%

Shares9.0K

Event2026-03-31

Filed2026-05-14

FBND

FIDELITY MERRIMACK STR TR

35.93%

Shares61.3K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

-18.88%

Shares13.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-25.68%

Shares10.6K

Event2026-03-31

Filed2026-05-14

SEAGATE TECHNOLOGY HLDNGS PL

0.17%

Shares6.5K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

0.41%

Shares32.8K

Event2026-03-31

Filed2026-05-14

GOLDMAN SACHS GROUP INC

-18.92%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-8.71%

Shares34.6K

Event2026-03-31

Filed2026-05-14

VISA INC

-27.82%

Shares7.3K

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-2.15%

Shares14.8K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

-0.43%

Shares6.5K

Event2026-03-31

Filed2026-05-14

AMAT

APPLIED MATLS INC

4.84%

Shares5.7K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-49.81%

Shares8.9K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

-15.76%

Shares25.0K

Event2026-03-31

Filed2026-05-14

PWR

QUANTA SVCS INC

2.41%

Shares3.2K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-36.42%

Shares2.5K

Event2026-03-31

Filed2026-05-14

APOLLO GLOBAL MGMT INC

-10.39%

Shares14.0K

Event2026-03-31

Filed2026-05-14

BAC

BANK AMERICA CORP

-23.95%

Shares31.9K

Event2026-03-31

Filed2026-05-14