Sponsored

The Analysis of MARSHALL INVESTMENT MANAGEMENT, LLC's Holdings & P&L

Currently, MARSHALL INVESTMENT MANAGEMENT, LLC holds 274 types of securities in its portfolio with a total value $208.5M. In the most recent quarter, they have increased their positions in RPV (+96.2K shares, valued at $10.3M), FELV (+168.5K shares, valued at $5.9M), FTHF (+108.1K shares, valued at $4.0M); decreased their positions in FMDE (-237.9K shares, valued at $8.6M), SPY (-5.0K shares, valued at $3.2M), META (-4.6K shares, valued at $2.6M); initiated new positions in RPV (+96.2K shares, valued at $10.3M), FELV (+168.5K shares, valued at $5.9M), FTHF (+108.1K shares, valued at $4.0M).

1M P&L

+8.1M+4.47%

3M P&L

+9.0M+5.00%

HY P&L

+20.5M+12.21%

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/A131.4M

69.7%

2Software - Infrastructure10.9M

5.8%

3Drug Manufacturers - General8.8M

4.7%

Top Industries by Stock Count

1N/A142 stocks

54.4%

2Software - Infrastructure8 stocks

3.1%

3Semiconductors6 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR47.0K shares-2.82%2026-03-312026-05-08

MFUS PIMCO EQUITY SER194.5K shares26.63%2026-03-312026-05-08

RPV INVESCO EXCHANGE TRADED FD T96.2K sharesnew addition2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.0K shares8.78%2026-03-312026-05-08

MSFT MICROSOFT CORP20.2K shares8.78%2026-03-312026-05-08

AMZN AMAZON COM INC32.2K shares8.50%2026-03-312026-05-08

FELV FIDELITY COVINGTON TRUST168.5K sharesnew addition2026-03-312026-05-08

FFLG FIDELITY COVINGTON TRUST208.6K shares-27.48%2026-03-312026-05-08

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD73.1K shares9.15%2026-03-312026-05-08

AAPL APPLE INC19.5K shares2.82%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO16.4K shares6.09%2026-03-312026-05-08

ALPHABET INC ALPHABET INC16.3K shares-0.48%2026-03-312026-05-08

NVDA NVIDIA CORPORATION26.7K shares3.30%2026-03-312026-05-08

MFSB MFS ACTIVE EXCHANGE TRADED F181.1K shares3.26%2026-03-312026-05-08

FTHF FIRST TR EXCHANGE-TRADED FD108.1K sharesnew addition2026-03-312026-05-08

FLXR TCW ETF TRUST101.5K sharesnew addition2026-03-312026-05-08

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD35.1K shares-2.70%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC11.1K shares333.23%2026-03-312026-05-08

WMT WALMART INC30.1K shares2.88%2026-03-312026-05-08

LLY ELI LILLY & CO3.9K shares4.26%2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC70.4K shares6.23%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW26.4K shares7.45%2026-03-312026-05-08

CRWD CROWDSTRIKE HLDGS INC8.3K shares9.54%2026-03-312026-05-08

FDL FIRST TR EXCHANGE-TRADED FD62.2K shares35.61%2026-03-312026-05-08

Sponsored

FPEI FIRST TR EXCH TRADED FD III158.4K shares10.07%2026-03-312026-05-08

AMGN AMGEN INC7.8K shares4.71%2026-03-312026-05-08

FV FIRST TR EXCHANGE TRADED FD44.9K shares-0.03%2026-03-312026-05-08

FVD FIRST TR EXCHANGE-TRADED FD56.5K shares-0.47%2026-03-312026-05-08

XAR SPDR SERIES TRUST10.0K shares-13.35%2026-03-312026-05-08

SOXQ INVESCO EXCH TRADED FD TR II42.3K shares-9.52%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON9.9K shares1.11%2026-03-312026-05-08

LIT GLOBAL X FDS31.4K shares-11.38%2026-03-312026-05-08

Sponsored

PAVE GLOBAL X FDS44.2K shares6.81%2026-03-312026-05-08

FTCS FIRST TR EXCHANGE-TRADED FD24.2K shares-0.87%2026-03-312026-05-08

NLR VANECK ETF TRUST15.6K shares-8.10%2026-03-312026-05-08

XSMO INVESCO EXCHANGE TRADED FD T26.2K shares-4.07%2026-03-312026-05-08

TDIV FIRST TR EXCHANGE TRADED FD21.0K shares10.04%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T2.7K shares-64.83%2026-03-312026-05-08

SDVY FIRST TR EXCHANGE TRADED FD42.8K shares6.64%2026-03-312026-05-08

QQEW FIRST TR EXCHANGE-TRADED FD12.9K shares-2.04%2026-03-312026-05-08

Sponsored

EIPX FIRST TR EXCHANGE-TRADED FD50.6K shares6.15%2026-03-312026-05-08

GRID FIRST TR EXCHANGE-TRADED FD9.7K shares9.84%2026-03-312026-05-08

ARKW ARK ETF TR13.0K shares-31.65%2026-03-312026-05-08

XLI SELECT SECTOR SPDR TR9.7K shares-10.34%2026-03-312026-05-08

FTXH FIRST TR EXCHANGE TRADED FD45.2K shares8.19%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares4.33%2026-03-312026-05-08

ARKX ARK ETF TR37.8K shares9.07%2026-03-312026-05-08

MISL FIRST TR EXCHANGE-TRADED FD22.9K sharesnew addition2026-03-312026-05-08

Sponsored

XME SPDR SERIES TRUST8.9K shares33.25%2026-03-312026-05-08

JHMM JOHN HANCOCK EXCHANGE TRADED13.8K shares0.00%2026-03-312026-05-08

FIW FIRST TR EXCHANGE-TRADED FD6.7K shares6.91%2026-03-312026-05-08

MPLX MPLX LP10.7K shares1.94%2026-03-312026-05-08

RDVI FIRST TR EXCHANGE-TRADED FD22.9K shares0.27%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.2K shares33.95%2026-03-312026-05-08

FTQI FIRST TR EXCHANGE TRADED FD26.5K shares20.60%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC2.6K shares25.58%2026-03-312026-05-08

Sponsored

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.5K shares0.83%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP842 shares0.72%2026-03-312026-05-08

JGRO J P MORGAN EXCHANGE TRADED F5.6K shares1.00%2026-03-312026-05-08

FTHI FIRST TR EXCHANGE TRADED FD18.5K shares0.19%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR13.5K shares-1.12%2026-03-312026-05-08

BIV VANGUARD BD INDEX FDS4.3K shares8.65%2026-03-312026-05-08

EMLP FIRST TR EXCHANGE-TRADED FD6.8K shares0.46%2026-03-312026-05-08

BROADCOM INC BROADCOM INC922 shares10.55%2026-03-312026-05-08

Sponsored

V VISA INC936 shares7.46%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS4.3K shares28.04%2026-03-312026-05-08

PPA INVESCO EXCHANGE TRADED FD T1.6K shares0.00%2026-03-312026-05-08

CVS CVS HEALTH CORP3.7K shares0.00%2026-03-312026-05-08

RTX RTX CORPORATION1.4K shares1.49%2026-03-312026-05-08

HYXF ISHARES TR5.6K shares0.83%2026-03-312026-05-08

META META PLATFORMS INC411 shares-91.74%2026-03-312026-05-08

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-05-08

Sponsored

NUDM NUSHARES ETF TR6.2K shares0.75%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC253 shares-0.39%2026-03-312026-05-08

MU MICRON TECHNOLOGY INC627 sharesnew addition2026-03-312026-05-08

VMC VULCAN MATLS CO704 shares0.28%2026-03-312026-05-08

ARKK ARK ETF TR2.8K shares0.29%2026-03-312026-05-08

VBR VANGUARD INDEX FDS828 sharesnew addition2026-03-312026-05-08

IVV ISHARES TR256 sharesnew addition2026-03-312026-05-08

VOE VANGUARD INDEX FDS886 sharesnew addition2026-03-312026-05-08

Sponsored

PM PHILIP MORRIS INTL INC975 sharesnew addition2026-03-312026-05-08

KO COCA COLA CO2.0K sharesnew addition2026-03-312026-05-08

OXY OCCIDENTAL PETE CORP2.3K sharesnew addition2026-03-312026-05-08

CSCO CISCO SYS INC1.8K sharesnew addition2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC963 sharesnew addition2026-03-312026-05-08

ESML ISHARES TR2.9K sharesnew addition2026-03-312026-05-08

USB US BANCORP2.5K sharesnew addition2026-03-312026-05-08

NOBL PROSHARES TR1.2K sharesnew addition2026-03-312026-05-08

Sponsored

DGRO ISHARES TR1.8K sharesnew addition2026-03-312026-05-08

DIVO AMPLIFY ETF TR2.7K sharesnew addition2026-03-312026-05-08

KIE SPDR SERIES TRUST2.2K sharesnew addition2026-03-312026-05-08

LMBS FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2026-03-312026-05-08

ARKQ ARK ETF TR971 sharesnew addition2026-03-312026-05-08

NUMV NUSHARES ETF TR2.6K sharesnew addition2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION100 sharesnew addition2026-03-312026-05-08

FRDM EA SERIES TRUST1.8K sharesnew addition2026-03-312026-05-08

Sponsored

VOT VANGUARD INDEX FDS385 sharesnew addition2026-03-312026-05-08

VCRB VANGUARD MALVERN FDS1.2K sharesnew addition2026-03-312026-05-08

FTSM FIRST TR EXCHANGE-TRADED FD1.4K sharesnew addition2026-03-312026-05-08

NDAQ NASDAQ INC984 sharesnew addition2026-03-312026-05-08

SYY SYSCO CORP1.2K sharesnew addition2026-03-312026-05-08

UPS UNITED PARCEL SVCS INC840 sharesnew addition2026-03-312026-05-08

SPYV SPDR SERIES TRUST1.5K sharesnew addition2026-03-312026-05-08

VB VANGUARD INDEX FDS309 sharesnew addition2026-03-312026-05-08

Sponsored

NUMG NUSHARES ETF TR1.9K sharesnew addition2026-03-312026-05-08

USMC PRINCIPAL EXCHANGE TRADED FD1.2K sharesnew addition2026-03-312026-05-08

FMDE FIDELITY COVINGTON TRUST2.1K shares-99.11%2026-03-312026-05-08

ALPHABET INC ALPHABET INC246 sharesnew addition2026-03-312026-05-08

FNX FIRST TR EXCHANGE-TRADED ALP541 sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC543 sharesnew addition2026-03-312026-05-08

BKH BLACK HILLS CORP939 sharesnew addition2026-03-312026-05-08

CNEQ THE ALGER ETF TRUST2.0K sharesnew addition2026-03-312026-05-08

Sponsored

ORCL ORACLE CORP428 sharesnew addition2026-03-312026-05-08

ITA ISHARES TR280 sharesnew addition2026-03-312026-05-08

SHE SPDR SERIES TRUST474 sharesnew addition2026-03-312026-05-08

IWD ISHARES TR275 sharesnew addition2026-03-312026-05-08

PTY PIMCO CORPORATE & INCOME OPP4.7K sharesnew addition2026-03-312026-05-08

DVY ISHARES TR368 sharesnew addition2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR879 sharesnew addition2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR1.2K shares-95.69%2026-03-312026-05-08

Sponsored

PHO INVESCO EXCHANGE TRADED FD T756 sharesnew addition2026-03-312026-05-08

FMB FIRST TR EXCH TRADED FD III927 sharesnew addition2026-03-312026-05-08

IWR ISHARES TR464 sharesnew addition2026-03-312026-05-08

VTWO VANGUARD SCOTTSDALE FDS447 sharesnew addition2026-03-312026-05-08

GH GUARDANT HEALTH INC480 sharesnew addition2026-03-312026-05-08

BSV VANGUARD BD INDEX FDS553 sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR73 sharesnew addition2026-03-312026-05-08

MO ALTRIA GROUP INC624 sharesnew addition2026-03-312026-05-08

Sponsored

IWM ISHARES TR163 sharesnew addition2026-03-312026-05-08

REMX VANECK ETF TRUST436 sharesnew addition2026-03-312026-05-08

MDY STATE STR SPDR S&P MIDCAP 4061 sharesnew addition2026-03-312026-05-08

BA BOEING CO185 sharesnew addition2026-03-312026-05-08

ARKG ARK ETF TR1.4K sharesnew addition2026-03-312026-05-08

DIA STATE STR SPDR DOW JONES IND79 sharesnew addition2026-03-312026-05-08

AGG ISHARES TR357 sharesnew addition2026-03-312026-05-08

CBSH COMMERCE BANCSHARES INC671 sharesnew addition2026-03-312026-05-08

Sponsored

HD HOME DEPOT INC100 sharesnew addition2026-03-312026-05-08

DFAC DIMENSIONAL ETF TRUST843 sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP105 sharesnew addition2026-03-312026-05-08

PICK ISHARES INC569 sharesnew addition2026-03-312026-05-08

XNTK SPDR SERIES TRUST122 sharesnew addition2026-03-312026-05-08

TSLA TESLA INC77 sharesnew addition2026-03-312026-05-08

CGCV CAPITAL GROUP CONSERVATIVE E930 sharesnew addition2026-03-312026-05-08

RCL ROYAL CARIBBEAN GROUP100 sharesnew addition2026-03-312026-05-08

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II751 sharesnew addition2026-03-312026-05-08

LOW LOWES COS INC113 sharesnew addition2026-03-312026-05-08

MELI MERCADOLIBRE INC15 sharesnew addition2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC126 sharesnew addition2026-03-312026-05-08

MDLZ MONDELEZ INTL INC431 sharesnew addition2026-03-312026-05-08

LITE LUMENTUM HLDGS INC35 sharesnew addition2026-03-312026-05-08

CRAK VANECK ETF TRUST489 sharesnew addition2026-03-312026-05-08

RBLX ROBLOX CORP414 sharesnew addition2026-03-312026-05-08

Sponsored

DFUV DIMENSIONAL ETF TRUST478 sharesnew addition2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC143 sharesnew addition2026-03-312026-05-08

MA MASTERCARD INCORPORATED46 sharesnew addition2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR888 sharesnew addition2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS89 sharesnew addition2026-03-312026-05-08

DTCR GLOBAL X FDS900 sharesnew addition2026-03-312026-05-08

CCL CARNIVAL CORP832 sharesnew addition2026-03-312026-05-08

MTUM ISHARES TR89 sharesnew addition2026-03-312026-05-08

Sponsored

TOL TOLL BROTHERS INC155 sharesnew addition2026-03-312026-05-08

DUHP DIMENSIONAL ETF TRUST574 sharesnew addition2026-03-312026-05-08

SIL GLOBAL X FDS234 sharesnew addition2026-03-312026-05-08

FNV FRANCO NEV CORP82 sharesnew addition2026-03-312026-05-08

AEP AMERICAN ELEC PWR CO INC150 sharesnew addition2026-03-312026-05-08

SFLR INNOVATOR ETFS TRUST535 sharesnew addition2026-03-312026-05-08

SBUX STARBUCKS CORP206 sharesnew addition2026-03-312026-05-08

COP CONOCOPHILLIPS134 sharesnew addition2026-03-312026-05-08

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI399 sharesnew addition2026-03-312026-05-08

BNDX VANGUARD CHARLOTTE FDS357 sharesnew addition2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP174 sharesnew addition2026-03-312026-05-08

FMHI FIRST TR EXCH TRADED FD III352 sharesnew addition2026-03-312026-05-08

DNP DNP SELECT INCOME FD INC1.6K sharesnew addition2026-03-312026-05-08

CQP CHENIERE ENERGY PARTNERS L P254 sharesnew addition2026-03-312026-05-08

IYY ISHARES TR96 sharesnew addition2026-03-312026-05-08

IRDM IRIDIUM COMMUNICATIONS INC532 sharesnew addition2026-03-312026-05-08

Sponsored

RPAR TIDAL TRUST I620 sharesnew addition2026-03-312026-05-08

DFIC DIMENSIONAL ETF TRUST388 sharesnew addition2026-03-312026-05-08

SHYG ISHARES TR313 sharesnew addition2026-03-312026-05-08

NSA NATIONAL STORAGE AFFILIATES349 sharesnew addition2026-03-312026-05-08

BAC BANK AMERICA CORP270 sharesnew addition2026-03-312026-05-08

EIX EDISON INTL165 sharesnew addition2026-03-312026-05-08

SHEL SHELL PLC126 sharesnew addition2026-03-312026-05-08

TGT TARGET CORP96 sharesnew addition2026-03-312026-05-08

Sponsored

CIBR FIRST TR EXCHANGE-TRADED FD184 shares-99.27%2026-03-312026-05-08

XLC SELECT SECTOR SPDR TR102 sharesnew addition2026-03-312026-05-08

CB CHUBB LTD SWITZ34 sharesnew addition2026-03-312026-05-08

FTRI FIRST TR EXCHANGE-TRADED FD614 sharesnew addition2026-03-312026-05-08

CAT CATERPILLAR INC15 sharesnew addition2026-03-312026-05-08

KBWP INVESCO EXCH TRADED FD TR II85 sharesnew addition2026-03-312026-05-08

IGPT INVESCO EXCHANGE TRADED FD T174 sharesnew addition2026-03-312026-05-08

DRI DARDEN RESTAURANTS INC50 sharesnew addition2026-03-312026-05-08

Sponsored

DAL DELTA AIR LINES INC145 sharesnew addition2026-03-312026-05-08

ELMD ELECTROMED INC400 sharesnew addition2026-03-312026-05-08

DFIV DIMENSIONAL ETF TRUST177 sharesnew addition2026-03-312026-05-08

DIHP DIMENSIONAL ETF TRUST283 sharesnew addition2026-03-312026-05-08

IMTM ISHARES TR188 sharesnew addition2026-03-312026-05-08

FCVT FIRST TR EXCHANGE-TRADED FD203 sharesnew addition2026-03-312026-05-08

AVSC AMERICAN CENTY ETF TR140 sharesnew addition2026-03-312026-05-08

STRL STERLING INFRASTRUCTURE INC21 sharesnew addition2026-03-312026-05-08

Sponsored

KHC KRAFT HEINZ CO370 sharesnew addition2026-03-312026-05-08

PEG PUBLIC SVC ENTERPRISE GROUP100 sharesnew addition2026-03-312026-05-08

ONEQ FIDELITY COMWLTH TR94 sharesnew addition2026-03-312026-05-08

CRDO CREDO TECHNOLOGY GROUP HOLDI85 sharesnew addition2026-03-312026-05-08

JRS NUVEEN REAL ESTATE INCOME FD1.1K sharesnew addition2026-03-312026-05-08

FI FISERV INC140 sharesnew addition2026-03-312026-05-08

QSR RESTAURANT BRANDS INTL INC105 sharesnew addition2026-03-312026-05-08

DAPP VANECK ETF TRUST490 sharesnew addition2026-03-312026-05-08

Sponsored

UNH UNITEDHEALTH GROUP INC27 sharesnew addition2026-03-312026-05-08

FTSL FIRST TR EXCHANGE-TRADED FD143 sharesnew addition2026-03-312026-05-08

BP BP PLC136 sharesnew addition2026-03-312026-05-08

AVEM AMERICAN CENTY ETF TR78 sharesnew addition2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F116 sharesnew addition2026-03-312026-05-08

NET CLOUDFLARE INC30 sharesnew addition2026-03-312026-05-08

VRT VERTIV HOLDINGS CO24 sharesnew addition2026-03-312026-05-08

APD AIR PRODUCTS AND CHEMICALS I20 sharesnew addition2026-03-312026-05-08

Sponsored

MGNR AMERICAN BEACON SELECT FUNDS100 sharesnew addition2026-03-312026-05-08

SIMO SILICON MOTION TECHNOLOGY CO45 sharesnew addition2026-03-312026-05-08

DIS DISNEY WALT CO50 sharesnew addition2026-03-312026-05-08

URA GLOBAL X FDS99 sharesnew addition2026-03-312026-05-08

PRU PRUDENTIAL FINL INC49 sharesnew addition2026-03-312026-05-08

GSST GOLDMAN SACHS ETF TR93 sharesnew addition2026-03-312026-05-08

MTBA SIMPLIFY EXCHANGE TRADED FUN94 sharesnew addition2026-03-312026-05-08

ARISTA NETWORKS INC ARISTA NETWORKS INC36 sharesnew addition2026-03-312026-05-08

Sponsored

CMP COMPASS MINERALS INTL INC175 sharesnew addition2026-03-312026-05-08

DELL DELL TECHNOLOGIES INC22 sharesnew addition2026-03-312026-05-08

TD TORONTO DOMINION BK ONT38 sharesnew addition2026-03-312026-05-08

GTLB GITLAB INC160 sharesnew addition2026-03-312026-05-08

AXON AXON ENTERPRISE INC8 sharesnew addition2026-03-312026-05-08

FLBR FRANKLIN TEMPLETON ETF TR142 sharesnew addition2026-03-312026-05-08

XMMO INVESCO EXCHANGE TRADED FD T22 sharesnew addition2026-03-312026-05-08

BRF VANECK ETF TRUST168 sharesnew addition2026-03-312026-05-08

Sponsored

AUR AURORA INNOVATION INC679 sharesnew addition2026-03-312026-05-08

CMCSA COMCAST CORP NEW96 sharesnew addition2026-03-312026-05-08

MTB M & T BK CORP13 sharesnew addition2026-03-312026-05-08

MET METLIFE INC38 sharesnew addition2026-03-312026-05-08

FTGC FIRST TR EXCHANGE TRAD FD VI93 sharesnew addition2026-03-312026-05-08

RFG INVESCO EXCHANGE TRADED FD T47 sharesnew addition2026-03-312026-05-08

CDNS CADENCE DESIGN SYSTEM INC9 sharesnew addition2026-03-312026-05-08

ADBE ADOBE INC10 sharesnew addition2026-03-312026-05-08

Sponsored

COHERENT CORP COHERENT CORP10 sharesnew addition2026-03-312026-05-08

FYC FIRST TR EXCHANGE-TRADED ALP25 sharesnew addition2026-03-312026-05-08

SERV SERVE ROBOTICS INC272 sharesnew addition2026-03-312026-05-08

TM TOYOTA MOTOR CORP11 sharesnew addition2026-03-312026-05-08

IVW ISHARES TR20 sharesnew addition2026-03-312026-05-08

CBLL CERIBELL INC118 sharesnew addition2026-03-312026-05-08

DUOL DUOLINGO INC21 sharesnew addition2026-03-312026-05-08

TEM TEMPUS AI INC44 sharesnew addition2026-03-312026-05-08

Sponsored

GRPM INVESCO EXCHANGE TRADED FD T15 sharesnew addition2026-03-312026-05-08

NOW SERVICENOW INC15 sharesnew addition2026-03-312026-05-08

LPLA LPL FINL HLDGS INC5 sharesnew addition2026-03-312026-05-08

TSCO TRACTOR SUPPLY CO30 sharesnew addition2026-03-312026-05-08

BWA BORGWARNER INC25 sharesnew addition2026-03-312026-05-08

S SENTINELONE INC102 sharesnew addition2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC15 sharesnew addition2026-03-312026-05-08

MMS MAXIMUS INC16 sharesnew addition2026-03-312026-05-08

Sponsored

NFLX NETFLIX INC.10 sharesnew addition2026-03-312026-05-08

JOBY JOBY AVIATION INC100 sharesnew addition2026-03-312026-05-08

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD26 sharesnew addition2026-03-312026-05-08

PCG PG&E CORP30 sharesnew addition2026-03-312026-05-08

ELF E L F BEAUTY INC8 sharesnew addition2026-03-312026-05-08

CL COLGATE PALMOLIVE CO4 sharesnew addition2026-03-312026-05-08

BHF BRIGHTHOUSE FINL INC3 sharesnew addition2026-03-312026-05-08

LULU LULULEMON ATHLETICA INC1 sharesnew addition2026-03-312026-05-08

Sponsored

SPYM SPDR SERIES TRUST2 sharesnew addition2026-03-312026-05-08

ANGX ANGEL STUDIOS INC50 sharesnew addition2026-03-312026-05-08

IJR ISHARES TR1 sharesnew addition2026-03-312026-05-08

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC3 sharesnew addition2026-03-312026-05-08

NMAX NEWSMAX INC21 sharesnew addition2026-03-312026-05-08

LAC LITHIUM AMERS CORP NEW25 sharesnew addition2026-03-312026-05-08

EHC ENCOMPASS HEALTH CORP1 sharesnew addition2026-03-312026-05-08

OUNZ VANECK MERK GOLD ETF1 sharesnew addition2026-03-312026-05-08

Sponsored

GSBD GOLDMAN SACHS BDC INC4 sharesnew addition2026-03-312026-05-08

SMR NUSCALE PWR CORP3 sharesnew addition2026-03-312026-05-08

GLD

SPDR GOLD TR

-2.82%

Shares47.0K

Event2026-03-31

Filed2026-05-08

MFUS

PIMCO EQUITY SER

26.63%

Shares194.5K

Event2026-03-31

Filed2026-05-08

RPV

INVESCO EXCHANGE TRADED FD T

New

Shares96.2K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

8.78%

Shares20.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

8.78%

Shares20.2K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

8.50%

Shares32.2K

Event2026-03-31

Filed2026-05-08

FELV

FIDELITY COVINGTON TRUST

New

Shares168.5K

Event2026-03-31

Filed2026-05-08

FFLG

FIDELITY COVINGTON TRUST

-27.48%

Shares208.6K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TR EXCHANGE TRADED FD

9.15%

Shares73.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

2.82%

Shares19.5K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

6.09%

Shares16.4K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.48%

Shares16.3K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

3.30%

Shares26.7K

Event2026-03-31

Filed2026-05-08

MFSB

MFS ACTIVE EXCHANGE TRADED F

3.26%

Shares181.1K

Event2026-03-31

Filed2026-05-08

FTHF

FIRST TR EXCHANGE-TRADED FD

New

Shares108.1K

Event2026-03-31

Filed2026-05-08

FLXR

TCW ETF TRUST

New

Shares101.5K

Event2026-03-31

Filed2026-05-08

AIRR

FIRST TR EXCHANGE TRADED FD

-2.70%

Shares35.1K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

333.23%

Shares11.1K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

2.88%

Shares30.1K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

4.26%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

6.23%

Shares70.4K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

7.45%

Shares26.4K

Event2026-03-31

Filed2026-05-08

CRWD

CROWDSTRIKE HLDGS INC

9.54%

Shares8.3K

Event2026-03-31

Filed2026-05-08

FDL

FIRST TR EXCHANGE-TRADED FD

35.61%

Shares62.2K

Event2026-03-31

Filed2026-05-08

FPEI

FIRST TR EXCH TRADED FD III

10.07%

Shares158.4K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

4.71%

Shares7.8K

Event2026-03-31

Filed2026-05-08

FIRST TR EXCHANGE TRADED FD

-0.03%

Shares44.9K

Event2026-03-31

Filed2026-05-08

FVD

FIRST TR EXCHANGE-TRADED FD

-0.47%

Shares56.5K

Event2026-03-31

Filed2026-05-08

XAR

SPDR SERIES TRUST

-13.35%

Shares10.0K

Event2026-03-31

Filed2026-05-08

SOXQ

INVESCO EXCH TRADED FD TR II

-9.52%

Shares42.3K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

1.11%

Shares9.9K

Event2026-03-31

Filed2026-05-08

LIT

GLOBAL X FDS

-11.38%

Shares31.4K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS

6.81%

Shares44.2K

Event2026-03-31

Filed2026-05-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.87%

Shares24.2K

Event2026-03-31

Filed2026-05-08

NLR

VANECK ETF TRUST

-8.10%

Shares15.6K

Event2026-03-31

Filed2026-05-08

XSMO

INVESCO EXCHANGE TRADED FD T

-4.07%

Shares26.2K

Event2026-03-31

Filed2026-05-08

TDIV

FIRST TR EXCHANGE TRADED FD

10.04%

Shares21.0K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

-64.83%

Shares2.7K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

6.64%

Shares42.8K

Event2026-03-31

Filed2026-05-08

QQEW

FIRST TR EXCHANGE-TRADED FD

-2.04%

Shares12.9K

Event2026-03-31

Filed2026-05-08

EIPX

FIRST TR EXCHANGE-TRADED FD

6.15%

Shares50.6K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD

9.84%

Shares9.7K

Event2026-03-31

Filed2026-05-08

ARKW

ARK ETF TR

-31.65%

Shares13.0K

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

-10.34%

Shares9.7K

Event2026-03-31

Filed2026-05-08

FTXH

FIRST TR EXCHANGE TRADED FD

8.19%

Shares45.2K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

4.33%

Shares2.4K

Event2026-03-31

Filed2026-05-08

ARKX

ARK ETF TR

9.07%

Shares37.8K

Event2026-03-31

Filed2026-05-08

MISL

FIRST TR EXCHANGE-TRADED FD

New

Shares22.9K

Event2026-03-31

Filed2026-05-08

XME

SPDR SERIES TRUST

33.25%

Shares8.9K

Event2026-03-31

Filed2026-05-08

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-08

FIW

FIRST TR EXCHANGE-TRADED FD

6.91%

Shares6.7K

Event2026-03-31

Filed2026-05-08

MPLX

MPLX LP

1.94%

Shares10.7K

Event2026-03-31

Filed2026-05-08

RDVI

FIRST TR EXCHANGE-TRADED FD

0.27%

Shares22.9K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

33.95%

Shares1.2K

Event2026-03-31

Filed2026-05-08

FTQI

FIRST TR EXCHANGE TRADED FD

20.60%

Shares26.5K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD ADMIRAL FDS INC

25.58%

Shares2.6K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

0.83%

Shares4.5K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

0.72%

Shares842

Event2026-03-31

Filed2026-05-08

JGRO

J P MORGAN EXCHANGE TRADED F

1.00%

Shares5.6K

Event2026-03-31

Filed2026-05-08

FTHI

FIRST TR EXCHANGE TRADED FD

0.19%

Shares18.5K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

-1.12%

Shares13.5K

Event2026-03-31

Filed2026-05-08

BIV

VANGUARD BD INDEX FDS

8.65%

Shares4.3K

Event2026-03-31

Filed2026-05-08

EMLP

FIRST TR EXCHANGE-TRADED FD

0.46%

Shares6.8K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

10.55%

Shares922

Event2026-03-31

Filed2026-05-08

VISA INC

7.46%

Shares936

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

28.04%

Shares4.3K

Event2026-03-31

Filed2026-05-08

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

CVS

CVS HEALTH CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

1.49%

Shares1.4K

Event2026-03-31

Filed2026-05-08

HYXF

ISHARES TR

0.83%

Shares5.6K

Event2026-03-31

Filed2026-05-08