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The Analysis of Marshall Financial Group, LLC's Holdings & P&L

Currently, Marshall Financial Group, LLC holds 293 types of securities in its portfolio with a total value $624.6M. In the most recent quarter, they have increased their positions in BILS (+360.8K shares, valued at $35.9M), BIL (+299.7K shares, valued at $27.5M), CEF (+544.3K shares, valued at $26.0M); decreased their positions in PAVE (-236.5K shares, valued at $12.0M), EDV (-86.6K shares, valued at $5.6M), SSO (-25.0K shares, valued at $1.3M); initiated new positions in BILS (+360.8K shares, valued at $35.9M), BIL (+299.7K shares, valued at $27.5M), CEF (+544.3K shares, valued at $26.0M).

1M P&L

+13.5M+2.34%

3M P&L

+15.9M+2.78%

HY P&L

+45.3M+8.35%

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/A335.6M

60.0%

2Semiconductors20.2M

3.6%

3Consumer Electronics11.9M

2.1%

Top Industries by Stock Count

1N/A110 stocks

39.9%

2Semiconductors7 stocks

2.5%

3Credit Services7 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BILS SPDR SERIES TRUST360.8K sharesnew addition2026-03-312026-04-13

BIL SPDR SERIES TRUST299.7K sharesnew addition2026-03-312026-04-13

OBND SSGA ACTIVE TR1.0M shares-2.36%2026-03-312026-04-13

CEF SPROTT ASSET MANAGEMENT LP544.3K sharesnew addition2026-03-312026-04-13

MFSB MFS ACTIVE EXCHANGE TRADED F970.4K shares6.24%2026-03-312026-04-13

JSI JANUS DETROIT STR TR394.2K shares-4.27%2026-03-312026-04-13

INVESCO QQQ TR INVESCO QQQ TR34.4K shares27.30%2026-03-312026-04-13

DIVO AMPLIFY ETF TR386.8K shares1.39%2026-03-312026-04-13

Sponsored

SCHR SCHWAB STRATEGIC TR630.3K shares-0.64%2026-03-312026-04-13

LGOV FIRST TR EXCHANGE-TRADED FD696.3K shares-2.79%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS23.4K shares43.76%2026-03-312026-04-13

NVDA NVIDIA CORPORATION79.1K shares0.03%2026-03-312026-04-13

ALLW SSGA ACTIVE TR431.6K sharesnew addition2026-03-312026-04-13

AAPL APPLE INC47.0K shares-4.94%2026-03-312026-04-13

IQLT ISHARES TR255.2K shares0.14%2026-03-312026-04-13

FEMB FIRST TR EXCH TRADED FD III312.2K sharesnew addition2026-03-312026-04-13

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL231.3K sharesnew addition2026-03-312026-04-13

JAAA JANUS DETROIT STR TR121.6K shares15.60%2026-03-312026-04-13

LAM RESEARCH CORP LAM RESEARCH CORP25.4K shares-2.11%2026-03-312026-04-13

ALPHABET INC ALPHABET INC18.2K shares-0.24%2026-03-312026-04-13

WMT WALMART INC41.2K shares1.01%2026-03-312026-04-13

ROUS LATTICE STRATEGIES TR84.5K shares-1.26%2026-03-312026-04-13

BROADCOM INC BROADCOM INC15.9K shares1.36%2026-03-312026-04-13

TSPA T ROWE PRICE ETF INC112.7K shares-1.18%2026-03-312026-04-13

Sponsored

SSO PROSHARES TR79.8K shares-23.83%2026-03-312026-04-13

LITE LUMENTUM HLDGS INC5.9K shares-8.03%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP6.5K shares-3.44%2026-03-312026-04-13

MERCK & CO INC MERCK & CO INC32.4K shares-4.54%2026-03-312026-04-13

MSFT MICROSOFT CORP10.5K shares0.51%2026-03-312026-04-13

HSY HERSHEY CO18.6K sharesnew addition2026-03-312026-04-13

PULS PGIM ETF TR76.7K shares27.65%2026-03-312026-04-13

VZ VERIZON COMMUNICATIONS INC75.0K shares-0.41%2026-03-312026-04-13

Sponsored

INOD INNODATA INC95.9K sharesnew addition2026-03-312026-04-13

PPLT ABRDN PLATINUM ETF TRUST19.0K sharesnew addition2026-03-312026-04-13

DLR DIGITAL RLTY TR INC18.8K shares2.72%2026-03-312026-04-13

KR KROGER CO46.5K shares2.32%2026-03-312026-04-13

ED CONSOLIDATED EDISON INC29.6K shares1.98%2026-03-312026-04-13

SCCO SOUTHERN COPPER CORP19.2K shares-0.65%2026-03-312026-04-13

MCD MCDONALDS CORP10.4K shares1.25%2026-03-312026-04-13

QLD PROSHARES TR52.0K shares-28.01%2026-03-312026-04-13

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD79.6K shares-2.02%2026-03-312026-04-13

V VISA INC10.3K shares-0.84%2026-03-312026-04-13

SO SOUTHERN CO32.0K shares2.69%2026-03-312026-04-13

AMAT APPLIED MATLS INC8.1K shares-0.04%2026-03-312026-04-13

PG PROCTER & GAMBLE CO18.9K shares-3.79%2026-03-312026-04-13

CSCO CISCO SYS INC33.9K shares1.53%2026-03-312026-04-13

NVS NOVARTIS AG17.0K shares0.75%2026-03-312026-04-13

MNST MONSTER BEVERAGE CORP NEW35.3K shares1.35%2026-03-312026-04-13

Sponsored

PALL ABRDN PALLADIUM ETF TRUST18.8K sharesnew addition2026-03-312026-04-13

HTRB HARTFORD FDS EXCHANGE TRADED74.9K shares-11.13%2026-03-312026-04-13

XMHQ INVESCO EXCHANGE TRADED FD T23.6K shares-1.57%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON9.9K shares-6.80%2026-03-312026-04-13

NFLX NETFLIX INC.24.7K shares-1.87%2026-03-312026-04-13

META META PLATFORMS INC4.1K shares-6.04%2026-03-312026-04-13

QQQM INVESCO EXCH TRADED FD TR II9.7K shares-3.68%2026-03-312026-04-13

KLAC KLA CORP1.5K shares-0.59%2026-03-312026-04-13

Sponsored

SPY STATE STR SPDR S&P 500 ETF T3.5K shares-1.09%2026-03-312026-04-13

RMD RESMED INC9.6K shares4.07%2026-03-312026-04-13

AMGN AMGEN INC6.0K shares2.45%2026-03-312026-04-13

ARISTA NETWORKS INC ARISTA NETWORKS INC17.2K shares6.82%2026-03-312026-04-13

EWBC EAST WEST BANCORP INC19.4K shares1.26%2026-03-312026-04-13

QCOM QUALCOMM INC15.6K shares5.44%2026-03-312026-04-13

JEPQ J P MORGAN EXCHANGE TRADED F36.0K shares-5.33%2026-03-312026-04-13

UBER UBER TECHNOLOGIES INC27.1K shares9.36%2026-03-312026-04-13

Sponsored

AMD ADVANCED MICRO DEVICES INC9.5K shares6.87%2026-03-312026-04-13

ASML ASML HLDG NV1.5K shares-1.88%2026-03-312026-04-13

NEM NEWMONT CORP17.4K sharesnew addition2026-03-312026-04-13

SBET SHARPLINK INC282.5K sharesnew addition2026-03-312026-04-13

PATH UIPATH INC163.6K sharesnew addition2026-03-312026-04-13

MA MASTERCARD INCORPORATED3.5K shares-2.15%2026-03-312026-04-13

AMZN AMAZON COM INC8.1K shares-12.23%2026-03-312026-04-13

DFAU DIMENSIONAL ETF TRUST37.2K shares-1.17%2026-03-312026-04-13

Sponsored

CRS CARPENTER TECHNOLOGY CORP4.3K shares-2.36%2026-03-312026-04-13

LLY ELI LILLY & CO1.8K shares-2.49%2026-03-312026-04-13

ALPHABET INC ALPHABET INC5.7K shares-6.59%2026-03-312026-04-13

MSI MOTOROLA SOLUTIONS INC3.7K shares6.43%2026-03-312026-04-13

MAR MARRIOTT INTL INC NEW4.7K shares0.00%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F30.1K shares0.00%2026-03-312026-04-13

ALLE ALLEGION PLC10.2K shares8.03%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO5.0K shares-11.40%2026-03-312026-04-13

Sponsored

TOTL SSGA ACTIVE ETF TR36.5K shares2.13%2026-03-312026-04-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-4.77%2026-03-312026-04-13

BUFT FIRST TR EXCHNG TRADED FD VI58.2K shares-1.30%2026-03-312026-04-13

MCO MOODYS CORP3.3K shares-1.32%2026-03-312026-04-13

CEG CONSTELLATION ENERGY CORP5.1K shares-0.45%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR29.0K shares-2.44%2026-03-312026-04-13

GFI GOLD FIELDS LTD30.7K shares1.34%2026-03-312026-04-13

APH AMPHENOL CORP10.6K shares0.76%2026-03-312026-04-13

Sponsored

NVO NOVO-NORDISK A S35.0K shares10.33%2026-03-312026-04-13

VB VANGUARD INDEX FDS4.8K shares-0.25%2026-03-312026-04-13

CFR CULLEN FROST BANKERS INC9.1K shares1.26%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP1.4K shares-0.93%2026-03-312026-04-13

CNQ CANADIAN NAT RES LTD MED TER25.5K shares-0.78%2026-03-312026-04-13

RDVI FIRST TR EXCHANGE-TRADED FD48.5K shares3.21%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.5K shares-24.05%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC3.4K shares-8.90%2026-03-312026-04-13

Sponsored

FHI FEDERATED HERMES INC21.5K shares-0.52%2026-03-312026-04-13

CROX CROCS INC14.7K shares1.73%2026-03-312026-04-13

ITT INC ITT INC6.4K shares-0.28%2026-03-312026-04-13

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW11.3K shares-0.04%2026-03-312026-04-13

MKC MCCORMICK & CO INC23.4K shares-0.31%2026-03-312026-04-13

CGNX COGNEX CORP23.7K shares0.10%2026-03-312026-04-13

FFEB FIRST TR EXCHNG TRADED FD VI20.6K shares-0.95%2026-03-312026-04-13

GTLS CHART INDS INC5.6K shares0.25%2026-03-312026-04-13

Sponsored

EOG EOG RES INC7.9K shares0.93%2026-03-312026-04-13

GGG GRACO INC13.2K shares-1.80%2026-03-312026-04-13

BAP CREDICORP LTD3.2K shares0.72%2026-03-312026-04-13

UTHR UNITED THERAPEUTICS CORP DEL1.8K shares0.44%2026-03-312026-04-13

SPG SIMON PPTY GROUP INC NEW5.8K shares0.12%2026-03-312026-04-13

SPGI S&P GLOBAL INC2.5K shares0.16%2026-03-312026-04-13

FJAN FIRST TR EXCHNG TRADED FD VI20.7K shares0.00%2026-03-312026-04-13

AXP AMERICAN EXPRESS CO3.4K shares6.94%2026-03-312026-04-13

Sponsored

DOV DOVER CORP4.9K shares0.08%2026-03-312026-04-13

XSVM INVESCO EXCHANGE TRADED FD T16.9K shares-1.62%2026-03-312026-04-13

AN AUTONATION INC5.2K shares2.95%2026-03-312026-04-13

OMF ONEMAIN HLDGS INC18.5K shares-0.06%2026-03-312026-04-13

MEDP MEDPACE HLDGS INC2.0K shares2.19%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST24.9K shares-1.51%2026-03-312026-04-13

PM PHILIP MORRIS INTL INC5.9K shares-3.18%2026-03-312026-04-13

CBSH COMMERCE BANCSHARES INC19.7K shares1.50%2026-03-312026-04-13

Sponsored

BHP BHP BILLITON LIMITED13.2K shares0.08%2026-03-312026-04-13

NXPI NXP SEMICONDUCTORS N V4.9K shares-1.53%2026-03-312026-04-13

BF.B BROWN FORMAN CORP36.3K shares11.66%2026-03-312026-04-13

SKT TANGER INC27.9K shares0.45%2026-03-312026-04-13

IDCC INTERDIGITAL INC3.1K shares1.98%2026-03-312026-04-13

SEIC SEI INVTS CO12.0K shares1.04%2026-03-312026-04-13

NTAP NETAPP INC9.1K shares1.86%2026-03-312026-04-13

ELS EQUITY LIFESTYLE PROPERTIES14.8K shares1.52%2026-03-312026-04-13

Sponsored

PAC GRUPO AEROPORTUNARIO DEL PAC3.7K shares0.73%2026-03-312026-04-13

ADSK AUTODESK INC3.8K shares-1.06%2026-03-312026-04-13

NDSN NORDSON CORP3.4K shares1.04%2026-03-312026-04-13

RWK INVESCO EXCH TRADED FD TR II7.0K shares0.60%2026-03-312026-04-13

WMB WILLIAMS COS INC12.4K shares0.59%2026-03-312026-04-13

ACGL ARCH CAP GROUP LTD9.0K shares1.16%2026-03-312026-04-13

ZDEK INNOVATOR ETFS TRUST33.6K shares0.00%2026-03-312026-04-13

TSLA TESLA INC2.3K shares-4.49%2026-03-312026-04-13

Sponsored

QUAL ISHARES TR4.5K shares-36.37%2026-03-312026-04-13

VWO VANGUARD INTL EQUITY INDEX F15.8K shares-48.44%2026-03-312026-04-13

INFY INFOSYS LTD63.0K shares-0.85%2026-03-312026-04-13

PSA PUBLIC STORAGE OPER CO3.1K shares1.86%2026-03-312026-04-13

RWL INVESCO EXCH TRADED FD TR II7.3K shares0.63%2026-03-312026-04-13

MLI MUELLER INDS INC7.5K shares2.89%2026-03-312026-04-13

EMXC ISHARES INC10.5K shares-5.95%2026-03-312026-04-13

OMAB GRUPO AEROPORTUARIO DEL CENT7.1K shares0.63%2026-03-312026-04-13

Sponsored

GRMN GARMIN LTD3.5K shares-6.57%2026-03-312026-04-13

JEPI J P MORGAN EXCHANGE TRADED F14.3K shares-5.43%2026-03-312026-04-13

VRSK VERISK ANALYTICS INC4.3K shares1.84%2026-03-312026-04-13

CINF CINCINNATI FINL CORP5.1K shares1.46%2026-03-312026-04-13

SNA SNAP ON INC2.2K shares0.74%2026-03-312026-04-13

SYF SYNCHRONY FINANCIAL11.6K shares2.50%2026-03-312026-04-13

PHM PULTE GROUP INC6.7K shares1.56%2026-03-312026-04-13

HD HOME DEPOT INC2.4K shares0.38%2026-03-312026-04-13

Sponsored

CPRT COPART INC23.4K shares0.04%2026-03-312026-04-13

CSL CARLISLE COS INC2.3K shares1.84%2026-03-312026-04-13

DECK DECKERS OUTDOOR CORP7.7K shares-1.56%2026-03-312026-04-13

RELX RELX PLC23.2K shares1.07%2026-03-312026-04-13

NEE NEXTERA ENERGY INC8.3K shares-15.92%2026-03-312026-04-13

HON HONEYWELL INTL INC3.3K shares-12.51%2026-03-312026-04-13

MOAT VANECK ETF TRUST7.7K shares-36.69%2026-03-312026-04-13

JIRE J P MORGAN EXCHANGE TRADED F9.8K shares-37.97%2026-03-312026-04-13

Sponsored

AMP AMERIPRISE FINL INC1.7K shares1.66%2026-03-312026-04-13

MMC MARSH & MCLENNAN COS INC4.2K shares3.47%2026-03-312026-04-13

FBP FIRST BANCORP CORPORATION34.4K shares1.14%2026-03-312026-04-13

LII LENNOX INTL INC1.6K shares-0.38%2026-03-312026-04-13

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-13

MUNI PIMCO ETF TR13.7K shares0.00%2026-03-312026-04-13

VOOV VANGUARD ADMIRAL FDS INC3.5K shares0.29%2026-03-312026-04-13

KNSL KINSALE CAP GROUP INC2.1K shares2.47%2026-03-312026-04-13

Sponsored

WAT WATERS CORP2.4K shares6.65%2026-03-312026-04-13

TER TERADYNE INC2.4K shares-2.64%2026-03-312026-04-13

CLF CLEVELAND-CLIFFS INC NEW82.6K shares5.59%2026-03-312026-04-13

BAC BANK AMERICA CORP14.3K shares-1.37%2026-03-312026-04-13

RMBS RAMBUS INC DEL8.1K shares3.41%2026-03-312026-04-13

XOM EXXON MOBIL CORP4.1K shares-19.66%2026-03-312026-04-13

RCL ROYAL CARIBBEAN GROUP2.5K shares1.21%2026-03-312026-04-13

PANW PALO ALTO NETWORKS INC4.3K sharesnew addition2026-03-312026-04-13

Sponsored

CPA COPA HOLDINGS SA5.9K shares4.21%2026-03-312026-04-13

CVX CHEVRON CORPORATION3.2K shares28.80%2026-03-312026-04-13

ADP AUTOMATIC DATA PROCESSING IN3.3K shares2.15%2026-03-312026-04-13

AWI ARMSTRONG WORLD INDS INC NEW3.9K shares2.84%2026-03-312026-04-13

PJAN INNOVATOR ETFS TRUST14.0K shares0.00%2026-03-312026-04-13

DURA VANECK ETF TRUST17.1K shares-36.80%2026-03-312026-04-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.9K shares-19.19%2026-03-312026-04-13

RWJ INVESCO EXCH TRADED FD TR II12.1K shares0.58%2026-03-312026-04-13

Sponsored

CDNS CADENCE DESIGN SYSTEM INC2.2K shares-2.45%2026-03-312026-04-13

QQQE DIREXION SHARES ETF TRUST6.2K shares-34.37%2026-03-312026-04-13

PAVE GLOBAL X FDS11.9K shares-95.20%2026-03-312026-04-13

PNW PINNACLE WEST CAP CORP6.0K shares0.00%2026-03-312026-04-13

LOPE GRAND CANYON ED INC3.5K shares2.83%2026-03-312026-04-13

CHKP CHECK POINT SOFTWARE TECH LT4.1K shares3.91%2026-03-312026-04-13

QLYS QUALYS INC6.6K shares5.17%2026-03-312026-04-13

PFXF VANECK ETF TRUST32.4K shares-32.64%2026-03-312026-04-13

Sponsored

FMHI FIRST TR EXCH TRADED FD III11.9K shares-3.41%2026-03-312026-04-13

URI UNITED RENTALS INC779 shares4.28%2026-03-312026-04-13

IT GARTNER INC3.5K shares6.10%2026-03-312026-04-13

GENM SPINNAKER ETF SERIES54.6K shares10.43%2026-03-312026-04-13

GOVT ISHARES TR23.4K shares-32.59%2026-03-312026-04-13

MPWR MONOLITHIC PWR SYS INC489 shares-1.01%2026-03-312026-04-13

DGRO ISHARES TR7.6K shares-1.93%2026-03-312026-04-13

KO COCA COLA CO6.8K shares-0.35%2026-03-312026-04-13

Sponsored

IJH ISHARES TR7.5K shares-32.97%2026-03-312026-04-13

MO ALTRIA GROUP INC7.6K shares0.00%2026-03-312026-04-13

PSTG EVERPURE INC8.3K shares-21.05%2026-03-312026-04-13

MGC VANGUARD WORLD FD2.1K shares0.63%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR19.3K shares0.01%2026-03-312026-04-13

EDV VANGUARD WORLD FD7.4K shares-92.16%2026-03-312026-04-13

GS GOLDMAN SACHS GROUP INC554 shares6.54%2026-03-312026-04-13

HYBL SSGA ACTIVE TR16.4K shares2.20%2026-03-312026-04-13

Sponsored

MAXI SIMPLIFY EXCHANGE TRADED FUN47.4K sharesnew addition2026-03-312026-04-13

IJR ISHARES TR3.4K shares-34.71%2026-03-312026-04-13

GLW CORNING INC3.1K shares5.32%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC3.5K shares5.19%2026-03-312026-04-13

FBND FIDELITY MERRIMACK STR TR8.9K shares-34.23%2026-03-312026-04-13

VTI VANGUARD INDEX FDS1.3K shares-6.46%2026-03-312026-04-13

IMCB ISHARES TR4.8K shares1.11%2026-03-312026-04-13

MINT PIMCO ETF TR4.0K shares-34.53%2026-03-312026-04-13

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-26.23%2026-03-312026-04-13

FCOR FIDELITY MERRIMACK STR TR8.3K shares-33.55%2026-03-312026-04-13

IXUS ISHARES TR4.5K shares-34.05%2026-03-312026-04-13

FLTR VANECK ETF TRUST15.2K shares-32.42%2026-03-312026-04-13

MFSM MFS ACTIVE EXCHANGE TRADED F15.4K shares8.37%2026-03-312026-04-13

EXC EXELON CORP7.8K shares0.00%2026-03-312026-04-13

DOCT FIRST TR EXCHNG TRADED FD VI8.8K shares-0.33%2026-03-312026-04-13

EFIV SPDR SERIES TRUST6.0K shares12.78%2026-03-312026-04-13

Sponsored

SUB ISHARES TR3.6K shares0.00%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND814 shares2.39%2026-03-312026-04-13

IWM ISHARES TR1.5K shares0.00%2026-03-312026-04-13

CTAS CINTAS CORP2.2K shares-0.97%2026-03-312026-04-13

JBBB JANUS DETROIT STR TR7.8K shares-4.23%2026-03-312026-04-13

IVV ISHARES TR554 shares-67.70%2026-03-312026-04-13

SFEB FIRST TR EXCHNG TRADED FD VI15.0K shares50.23%2026-03-312026-04-13

ODFL OLD DOMINION FREIGHT LINE IN1.8K shares-14.19%2026-03-312026-04-13

Sponsored

MBND SSGA ACTIVE TR12.8K shares0.00%2026-03-312026-04-13

VFH VANGUARD WORLD FD2.8K shares0.25%2026-03-312026-04-13

T AT&T INC11.7K shares-1.16%2026-03-312026-04-13

SRLN SSGA ACTIVE ETF TR8.4K shares1.04%2026-03-312026-04-13

WELL WELLTOWER INC1.7K shares-42.11%2026-03-312026-04-13

SUSB ISHARES TR13.4K shares-0.89%2026-03-312026-04-13

ZNOV INNOVATOR ETFS TRUST12.6K shares0.00%2026-03-312026-04-13

MDLZ MONDELEZ INTL INC5.6K shares0.00%2026-03-312026-04-13

Sponsored

CAT CATERPILLAR INC453 sharesnew addition2026-03-312026-04-13

GLD SPDR GOLD TR728 shares12.35%2026-03-312026-04-13

SOFI SOFI TECHNOLOGIES INC19.5K shares-3.94%2026-03-312026-04-13

ABT ABBOTT LABORATORIES3.0K shares-6.60%2026-03-312026-04-13

A AGILENT TECHNOLOGIES INC2.7K shares-8.60%2026-03-312026-04-13

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-13

ITW ILLINOIS TOOL WKS INC1.2K shares-2.21%2026-03-312026-04-13

FAUG FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-04-13

Sponsored

SCHW SCHWAB CHARLES CORP3.1K shares0.81%2026-03-312026-04-13

ZAPR INNOVATOR ETFS TRUST10.7K shares0.00%2026-03-312026-04-13

HYMB SPDR SERIES TRUST11.1K shares-4.95%2026-03-312026-04-13

HDV ISHARES TR2.0K shares0.00%2026-03-312026-04-13

MU MICRON TECHNOLOGY INC798 shares6.12%2026-03-312026-04-13

IDXX IDEXX LABS INC477 shares-1.24%2026-03-312026-04-13

ATO ATMOS ENERGY CORP1.4K shares-51.57%2026-03-312026-04-13

SMMU PIMCO ETF TR5.1K shares0.00%2026-03-312026-04-13

Sponsored

GOCT FIRST TR EXCHNG TRADED FD VI6.6K shares0.00%2026-03-312026-04-13

NUE NUCOR CORP1.5K sharesnew addition2026-03-312026-04-13

SHM SPDR SERIES TRUST5.3K shares0.00%2026-03-312026-04-13

COST COSTCO WHOLESALE CORPORATION254 shares4.53%2026-03-312026-04-13

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-04-13

COF CAPITAL ONE FINL CORP1.4K sharesnew addition2026-03-312026-04-13

PLTR PALANTIR TECHNOLOGIES INC1.7K shares-1.79%2026-03-312026-04-13

WMS ADVANCED DRAIN SYS INC DEL1.8K shares-0.44%2026-03-312026-04-13

Sponsored

PEP PEPSICO INC1.6K shares-28.45%2026-03-312026-04-13

IWF ISHARES TR562 shares-16.49%2026-03-312026-04-13

PMAR INNOVATOR ETFS TRUST5.4K shares0.00%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS972 sharesnew addition2026-03-312026-04-13

QDPL PACER FDS TR5.8K shares2.14%2026-03-312026-04-13

ADBE ADOBE INC958 shares-7.71%2026-03-312026-04-13

DE DEERE & CO409 sharesnew addition2026-03-312026-04-13

ABBV ABBVIE INC1.1K shares-2.40%2026-03-312026-04-13

Sponsored

UPS UNITED PARCEL SVCS INC2.3K shares-49.61%2026-03-312026-04-13

SA SEABRIDGE GOLD INC8.1K sharesnew addition2026-03-312026-04-13

UNP UNION PAC CORP940 shares-3.79%2026-03-312026-04-13

FPEI FIRST TR EXCH TRADED FD III11.8K shares0.00%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP1.9K shares0.00%2026-03-312026-04-13

ZSEP INNOVATOR ETFS TRUST8.1K shares0.00%2026-03-312026-04-13

GEV GE VERNOVA INC248 shares-26.63%2026-03-312026-04-13

SDY SPDR SERIES TRUST1.5K shares-17.89%2026-03-312026-04-13

Sponsored

KFEB INNOVATOR ETFS TRUST7.6K shares0.00%2026-03-312026-04-13

TLT ISHARES TR2.5K shares-0.80%2026-03-312026-04-13

VST VISTRA CORP1.4K shares-8.54%2026-03-312026-04-13

DFAE DIMENSIONAL ETF TRUST6.1K sharesnew addition2026-03-312026-04-13

PGX INVESCO EXCH TRADED FD TR II19.0K shares0.00%2026-03-312026-04-13

MMM 3M CO1.4K shares-4.29%2026-03-312026-04-13

XP XP INC10.4K shares-11.78%2026-03-312026-04-13

VFC V F CORP11.5K sharesnew addition2026-03-312026-04-13

Sponsored

CRF CORNERSTONE TOTAL RETURN FD18.1K shares0.00%2026-03-312026-04-13

ETJ EATON VANCE RISK-MANAGED DIV12.0K shares0.00%2026-03-312026-04-13

CLM CORNERSTONE STRATEGIC INVEST10.0K shares0.00%2026-03-312026-04-13

FSCO FS CREDIT OPPORTUNITIES CORP10.2K shares0.00%2026-03-312026-04-13

VIVOPOWER PLC VIVOPOWER PLC20.0K sharesnew addition2026-03-312026-04-13

BILS

SPDR SERIES TRUST

New

Shares360.8K

Event2026-03-31

Filed2026-04-13

BIL

SPDR SERIES TRUST

New

Shares299.7K

Event2026-03-31

Filed2026-04-13

OBND

SSGA ACTIVE TR

-2.36%

Shares1.0M

Event2026-03-31

Filed2026-04-13

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares544.3K

Event2026-03-31

Filed2026-04-13

MFSB

MFS ACTIVE EXCHANGE TRADED F

6.24%

Shares970.4K

Event2026-03-31

Filed2026-04-13

JSI

JANUS DETROIT STR TR

-4.27%

Shares394.2K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

27.30%

Shares34.4K

Event2026-03-31

Filed2026-04-13

DIVO

AMPLIFY ETF TR

1.39%

Shares386.8K

Event2026-03-31

Filed2026-04-13

SCHR

SCHWAB STRATEGIC TR

-0.64%

Shares630.3K

Event2026-03-31

Filed2026-04-13

LGOV

FIRST TR EXCHANGE-TRADED FD

-2.79%

Shares696.3K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

43.76%

Shares23.4K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

0.03%

Shares79.1K

Event2026-03-31

Filed2026-04-13

ALLW

SSGA ACTIVE TR

New

Shares431.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-4.94%

Shares47.0K

Event2026-03-31

Filed2026-04-13

IQLT

ISHARES TR

0.14%

Shares255.2K

Event2026-03-31

Filed2026-04-13

FEMB

FIRST TR EXCH TRADED FD III

New

Shares312.2K

Event2026-03-31

Filed2026-04-13

TFPM

TRIPLE FLAG PRECIOUS METAL

New

Shares231.3K

Event2026-03-31

Filed2026-04-13

JAAA

JANUS DETROIT STR TR

15.60%

Shares121.6K

Event2026-03-31

Filed2026-04-13

LAM RESEARCH CORP

-2.11%

Shares25.4K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

-0.24%

Shares18.2K

Event2026-03-31

Filed2026-04-13

WMT

WALMART INC

1.01%

Shares41.2K

Event2026-03-31

Filed2026-04-13

ROUS

LATTICE STRATEGIES TR

-1.26%

Shares84.5K

Event2026-03-31

Filed2026-04-13

BROADCOM INC

1.36%

Shares15.9K

Event2026-03-31

Filed2026-04-13

TSPA

T ROWE PRICE ETF INC

-1.18%

Shares112.7K

Event2026-03-31

Filed2026-04-13

SSO

PROSHARES TR

-23.83%

Shares79.8K

Event2026-03-31

Filed2026-04-13

LITE

LUMENTUM HLDGS INC

-8.03%

Shares5.9K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

-3.44%

Shares6.5K

Event2026-03-31

Filed2026-04-13

MERCK & CO INC

-4.54%

Shares32.4K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

0.51%

Shares10.5K

Event2026-03-31

Filed2026-04-13

HSY

HERSHEY CO

New

Shares18.6K

Event2026-03-31

Filed2026-04-13

PULS

PGIM ETF TR

27.65%

Shares76.7K

Event2026-03-31

Filed2026-04-13

VERIZON COMMUNICATIONS INC

-0.41%

Shares75.0K

Event2026-03-31

Filed2026-04-13

INOD

INNODATA INC

New

Shares95.9K

Event2026-03-31

Filed2026-04-13

PPLT

ABRDN PLATINUM ETF TRUST

New

Shares19.0K

Event2026-03-31

Filed2026-04-13

DLR

DIGITAL RLTY TR INC

2.72%

Shares18.8K

Event2026-03-31

Filed2026-04-13

KROGER CO

2.32%

Shares46.5K

Event2026-03-31

Filed2026-04-13

CONSOLIDATED EDISON INC

1.98%

Shares29.6K

Event2026-03-31

Filed2026-04-13

SCCO

SOUTHERN COPPER CORP

-0.65%

Shares19.2K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

1.25%

Shares10.4K

Event2026-03-31

Filed2026-04-13

QLD

PROSHARES TR

-28.01%

Shares52.0K

Event2026-03-31

Filed2026-04-13

SDVY

FIRST TR EXCHANGE TRADED FD

-2.02%

Shares79.6K

Event2026-03-31

Filed2026-04-13

VISA INC

-0.84%

Shares10.3K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

2.69%

Shares32.0K

Event2026-03-31

Filed2026-04-13

AMAT

APPLIED MATLS INC

-0.04%

Shares8.1K

Event2026-03-31

Filed2026-04-13

PROCTER & GAMBLE CO

-3.79%

Shares18.9K

Event2026-03-31

Filed2026-04-13

CSCO

CISCO SYS INC

1.53%

Shares33.9K

Event2026-03-31

Filed2026-04-13

NVS

NOVARTIS AG

0.75%

Shares17.0K

Event2026-03-31

Filed2026-04-13

MNST

MONSTER BEVERAGE CORP NEW

1.35%

Shares35.3K

Event2026-03-31

Filed2026-04-13

PALL

ABRDN PALLADIUM ETF TRUST

New

Shares18.8K

Event2026-03-31

Filed2026-04-13

HTRB

HARTFORD FDS EXCHANGE TRADED

-11.13%

Shares74.9K

Event2026-03-31

Filed2026-04-13

XMHQ

INVESCO EXCHANGE TRADED FD T

-1.57%

Shares23.6K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

-6.80%

Shares9.9K

Event2026-03-31

Filed2026-04-13

NFLX

NETFLIX INC.

-1.87%

Shares24.7K

Event2026-03-31

Filed2026-04-13