Sponsored

The Analysis of Mayfair Advisory Group, LLC's Holdings & P&L

Currently, Mayfair Advisory Group, LLC holds 175 types of securities in its portfolio with a total value $286.4M. In the most recent quarter, they have increased their positions in FENI (+328.6K shares, valued at $12.2M), FMDE (+163.1K shares, valued at $5.9M), VUG (+7.0K shares, valued at $3.0M); decreased their positions in JEPI (-11.2K shares, valued at $632.8K), COWZ (-7.4K shares, valued at $460.0K), BUFZ (-9.3K shares, valued at $243.5K); initiated new positions in BIL (+4.0K shares, valued at $366.6K), AVEM (+3.0K shares, valued at $243.6K), CRM (+1.2K shares, valued at $228.1K).

1M P&L

+8.0M+2.71%

3M P&L

-108.5M-26.33%

HY P&L

-92.8M-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/A225.8M

80.8%

2Consumer Electronics7.3M

2.6%

3Oil & Gas Integrated5.2M

1.9%

Top Industries by Stock Count

1N/A93 stocks

57.8%

2Credit Services5 stocks

3.1%

3Drug Manufacturers - General4 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTV VANGUARD INDEX FDS111.8K shares8.40%2026-03-312026-04-21

FENI FIDELITY COVINGTON TRUST516.8K shares174.60%2026-03-312026-04-21

VUG VANGUARD INDEX FDS40.2K shares21.00%2026-03-312026-04-21

FMDE FIDELITY COVINGTON TRUST395.6K shares70.19%2026-03-312026-04-21

FESM FIDELITY COVINGTON TRUST281.1K shares35.45%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR323.1K shares-0.37%2026-03-312026-04-21

MGV VANGUARD WORLD FD60.4K shares9.33%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR190.4K shares1.03%2026-03-312026-04-21

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F150.8K shares-6.89%2026-03-312026-04-21

AAPL APPLE INC28.8K shares0.41%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR247.4K shares-2.42%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS70.9K shares5.47%2026-03-312026-04-21

FDEM FIDELITY COVINGTON TRUST145.7K shares155.18%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR41.6K shares2.32%2026-03-312026-04-21

MGK VANGUARD WORLD FD12.1K shares7.23%2026-03-312026-04-21

PYLD PIMCO ETF TR160.2K shares13.78%2026-03-312026-04-21

Sponsored

VTI VANGUARD INDEX FDS12.4K shares0.68%2026-03-312026-04-21

JCPB J P MORGAN EXCHANGE TRADED F81.1K shares22.34%2026-03-312026-04-21

XOM EXXON MOBIL CORP21.8K shares-0.78%2026-03-312026-04-21

QUAL ISHARES TR18.7K shares0.17%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F69.3K shares6.88%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F59.6K shares-5.15%2026-03-312026-04-21

NVDA NVIDIA CORPORATION17.4K shares0.20%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR116.2K shares1.33%2026-03-312026-04-21

Sponsored

IVV ISHARES TR4.4K shares0.39%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR97.8K shares-0.73%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC14.7K shares0.01%2026-03-312026-04-21

SPHQ INVESCO EXCHANGE TRADED FD T28.5K shares-3.41%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST29.6K shares2.45%2026-03-312026-04-21

BUFZ FIRST TR EXCHNG TRADED FD VI76.3K shares-10.83%2026-03-312026-04-21

SO SOUTHERN CO19.8K shares1.41%2026-03-312026-04-21

RY ROYAL BK CDA11.8K shares0.00%2026-03-312026-04-21

Sponsored

AME AMETEK INC8.7K shares0.00%2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST31.0K shares0.00%2026-03-312026-04-21

HELO J P MORGAN EXCHANGE TRADED F25.9K shares-12.73%2026-03-312026-04-21

CVX CHEVRON CORPORATION7.5K shares-3.18%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II28.3K shares47.65%2026-03-312026-04-21

COWZ PACER FDS TR23.4K shares-23.92%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP4.9K shares0.00%2026-03-312026-04-21

MSFT MICROSOFT CORP3.8K shares-6.57%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO1.5K shares1.29%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS6.4K shares-0.25%2026-03-312026-04-21

WMT WALMART INC10.9K shares4.18%2026-03-312026-04-21

KO COCA COLA CO16.1K shares-4.89%2026-03-312026-04-21

VBK VANGUARD INDEX FDS3.9K shares-2.64%2026-03-312026-04-21

GPIX GOLDMAN SACHS ETF TR23.6K shares5.97%2026-03-312026-04-21

MINT PIMCO ETF TR11.7K shares23.30%2026-03-312026-04-21

GLD SPDR GOLD TR2.7K shares-13.52%2026-03-312026-04-21

Sponsored

FNDF SCHWAB STRATEGIC TR23.2K shares8.23%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO3.7K shares3.83%2026-03-312026-04-21

AMZN AMAZON COM INC5.2K shares3.88%2026-03-312026-04-21

MINO PIMCO ETF TR23.7K shares86.76%2026-03-312026-04-21

UCB UNITED CMNTY BKS BLAIRSVLE G33.1K shares0.00%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS16.3K shares-1.47%2026-03-312026-04-21

SAMT ADVISORS INNER CIRCLE FD III25.5K shares28.36%2026-03-312026-04-21

GPIQ GOLDMAN SACHS ETF TR20.0K shares42.53%2026-03-312026-04-21

Sponsored

DGRW WISDOMTREE TR10.0K shares-4.56%2026-03-312026-04-21

FELC FIDELITY COVINGTON TRUST23.9K shares0.33%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.9K shares0.38%2026-03-312026-04-21

IEFA ISHARES TR8.8K shares0.00%2026-03-312026-04-21

VBR VANGUARD INDEX FDS3.7K shares-4.28%2026-03-312026-04-21

CSX CSX CORP18.9K shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC1.1K shares31.52%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS5.1K shares3.15%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC2.6K shares6.39%2026-03-312026-04-21

PVAL PUTNAM ETF TRUST16.1K shares38.74%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR24.4K shares0.47%2026-03-312026-04-21

MCD MCDONALDS CORP2.4K shares0.00%2026-03-312026-04-21

AVIV AMERICAN CENTY ETF TR9.5K shares2.51%2026-03-312026-04-21

TFC TRUIST FINL CORP15.5K shares0.00%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.1K shares0.07%2026-03-312026-04-21

BROADCOM INC BROADCOM INC2.1K shares-0.79%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares8.65%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F4.7K shares2.72%2026-03-312026-04-21

DIVO AMPLIFY ETF TR14.5K shares31.94%2026-03-312026-04-21

MPC MARATHON PETE CORP2.6K shares0.19%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.6K shares2.50%2026-03-312026-04-21

TSLA TESLA INC1.7K shares1.44%2026-03-312026-04-21

GL GLOBE LIFE INC4.4K shares0.09%2026-03-312026-04-21

COP CONOCOPHILLIPS4.7K shares6.75%2026-03-312026-04-21

Sponsored

VO VANGUARD INDEX FDS2.1K shares3.62%2026-03-312026-04-21

VGT VANGUARD WORLD FD857 shares0.12%2026-03-312026-04-21

SMMD ISHARES TR7.6K shares-3.52%2026-03-312026-04-21

BUFD FIRST TR EXCHNG TRADED FD VI20.4K shares-17.14%2026-03-312026-04-21

LDUR PIMCO ETF TR5.9K shares-3.19%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR9.2K shares0.03%2026-03-312026-04-21

VXUS VANGUARD STAR FDS7.2K shares2.08%2026-03-312026-04-21

JIRE J P MORGAN EXCHANGE TRADED F7.1K shares14.18%2026-03-312026-04-21

Sponsored

SCHF SCHWAB STRATEGIC TR21.7K shares-10.17%2026-03-312026-04-21

IWF ISHARES TR1.2K shares0.00%2026-03-312026-04-21

MCO MOODYS CORP1.2K shares0.09%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC4.4K shares5.40%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS827 shares13.60%2026-03-312026-04-21

IWM ISHARES TR2.0K shares0.00%2026-03-312026-04-21

BOND PIMCO ETF TR5.3K shares0.02%2026-03-312026-04-21

ETFS GOLD TR ETFS GOLD TR11.0K shares0.00%2026-03-312026-04-21

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares-0.32%2026-03-312026-04-21

AIQ GLOBAL X FDS10.4K shares0.02%2026-03-312026-04-21

HON HONEYWELL INTL INC2.2K shares4.26%2026-03-312026-04-21

IMCG ISHARES TR6.2K shares-18.00%2026-03-312026-04-21

RGLD ROYAL GOLD INC1.9K shares0.16%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC4.0K shares-7.33%2026-03-312026-04-21

BAC BANK AMERICA CORP9.4K shares0.00%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F8.4K shares0.62%2026-03-312026-04-21

Sponsored

SPY STATE STR SPDR S&P 500 ETF T696 shares4.50%2026-03-312026-04-21

RTX RTX CORPORATION2.3K shares-5.04%2026-03-312026-04-21

ITA ISHARES TR2.0K shares1.06%2026-03-312026-04-21

JPIE J P MORGAN EXCHANGE TRADED F9.4K shares-5.60%2026-03-312026-04-21

LOW LOWES COS INC1.8K shares-0.33%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO1.4K shares13.54%2026-03-312026-04-21

MO ALTRIA GROUP INC6.5K shares1.21%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC2.1K shares-1.66%2026-03-312026-04-21

Sponsored

COST COSTCO WHOLESALE CORPORATION423 shares27.03%2026-03-312026-04-21

FSMD FIDELITY COVINGTON TRUST9.3K shares48.37%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR711 shares0.00%2026-03-312026-04-21

GPC GENUINE PARTS CO3.9K shares0.00%2026-03-312026-04-21

SPYV SPDR SERIES TRUST7.0K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC1.8K shares-0.11%2026-03-312026-04-21

SPYG SPDR SERIES TRUST4.0K shares15.46%2026-03-312026-04-21

GEV GE VERNOVA INC445 shares2.77%2026-03-312026-04-21

Sponsored

DAUG FIRST TR EXCHNG TRADED FD VI8.7K shares0.00%2026-03-312026-04-21

GNR SPDR INDEX SHS FDS5.0K shares14.78%2026-03-312026-04-21

BIL SPDR SERIES TRUST4.0K sharesnew addition2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW13.9K shares-10.68%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC1.0K shares0.00%2026-03-312026-04-21

GAUG FIRST TR EXCHNG TRADED FD VI9.1K shares0.00%2026-03-312026-04-21

AMGN AMGEN INC995 shares-3.02%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.2K shares0.17%2026-03-312026-04-21

Sponsored

VZ VERIZON COMMUNICATIONS INC6.9K shares0.01%2026-03-312026-04-21

MA MASTERCARD INCORPORATED684 shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY2.0K shares0.00%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC20.9K shares24.38%2026-03-312026-04-21

XSMO INVESCO EXCHANGE TRADED FD T4.3K shares0.07%2026-03-312026-04-21

WMB WILLIAMS COS INC4.5K shares-4.46%2026-03-312026-04-21

AOA ISHARES TR3.7K shares4.84%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR6.1K shares3.40%2026-03-312026-04-21

Sponsored

APH AMPHENOL CORP2.5K shares-0.12%2026-03-312026-04-21

AVLV AMERICAN CENTY ETF TR3.8K shares36.23%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR6.0K shares6.20%2026-03-312026-04-21

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-04-21

DJAN FIRST TR EXCHNG TRADED FD VI6.9K shares0.00%2026-03-312026-04-21

NEE NEXTERA ENERGY INC3.1K shares0.00%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR10.0K shares0.11%2026-03-312026-04-21

DE DEERE & CO508 shares0.00%2026-03-312026-04-21

Sponsored

SLV ISHARES SILVER TR4.1K shares-2.48%2026-03-312026-04-21

GFEB FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.4K shares10.70%2026-03-312026-04-21

PG PROCTER & GAMBLE CO1.9K shares-9.10%2026-03-312026-04-21

EFA ISHARES TR2.7K shares0.00%2026-03-312026-04-21

ITOT ISHARES TR1.8K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC426 shares6.50%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR3.0K sharesnew addition2026-03-312026-04-21

Sponsored

NFLX NETFLIX INC.2.5K shares0.40%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS3.2K shares1.25%2026-03-312026-04-21

ROCKET LAB CORP ROCKET LAB CORP3.7K shares-3.17%2026-03-312026-04-21

EEM ISHARES TR4.1K shares0.00%2026-03-312026-04-21

CRM SALESFORCE INC1.2K sharesnew addition2026-03-312026-04-21

V VISA INC736 shares11.85%2026-03-312026-04-21

EMR EMERSON ELEC CO1.7K shares-0.70%2026-03-312026-04-21

VOT VANGUARD INDEX FDS856 shares0.00%2026-03-312026-04-21

Sponsored

APLD APPLIED DIGITAL CORP9.3K shares0.00%2026-03-312026-04-21

AIG AMERICAN INTL GROUP INC2.9K shares6.32%2026-03-312026-04-21

T AT&T INC7.5K sharesnew addition2026-03-312026-04-21

COF CAPITAL ONE FINL CORP1.2K shares1.89%2026-03-312026-04-21

VOE VANGUARD INDEX FDS1.2K shares0.34%2026-03-312026-04-21

CMPR CIMPRESS PLC3.0K sharesnew addition2026-03-312026-04-21

AFL AFLAC INC1.9K shares0.00%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP2.2K shares-0.22%2026-03-312026-04-21

Sponsored

SSD SIMPSON MFG INC1.2K shares-2.83%2026-03-312026-04-21

EME EMCOR GROUP INC276 sharesnew addition2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares0.10%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE712 shares0.00%2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP8.2K sharesnew addition2026-03-312026-04-21

MCI BARINGS CORPORATE INVS11.0K shares0.00%2026-03-312026-04-21

XRPR ETF OPPORTUNITIES TRUST11.0K shares0.00%2026-03-312026-04-21

VTV

VANGUARD INDEX FDS

8.40%

Shares111.8K

Event2026-03-31

Filed2026-04-21

FENI

FIDELITY COVINGTON TRUST

174.60%

Shares516.8K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

21.00%

Shares40.2K

Event2026-03-31

Filed2026-04-21

FMDE

FIDELITY COVINGTON TRUST

70.19%

Shares395.6K

Event2026-03-31

Filed2026-04-21

FESM

FIDELITY COVINGTON TRUST

35.45%

Shares281.1K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-0.37%

Shares323.1K

Event2026-03-31

Filed2026-04-21

MGV

VANGUARD WORLD FD

9.33%

Shares60.4K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

1.03%

Shares190.4K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

-6.89%

Shares150.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

0.41%

Shares28.8K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

-2.42%

Shares247.4K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

5.47%

Shares70.9K

Event2026-03-31

Filed2026-04-21

FDEM

FIDELITY COVINGTON TRUST

155.18%

Shares145.7K

Event2026-03-31

Filed2026-04-21

AVUV

AMERICAN CENTY ETF TR

2.32%

Shares41.6K

Event2026-03-31

Filed2026-04-21

MGK

VANGUARD WORLD FD

7.23%

Shares12.1K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

13.78%

Shares160.2K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

0.68%

Shares12.4K

Event2026-03-31

Filed2026-04-21

JCPB

J P MORGAN EXCHANGE TRADED F

22.34%

Shares81.1K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

-0.78%

Shares21.8K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

0.17%

Shares18.7K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

6.88%

Shares69.3K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

-5.15%

Shares59.6K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

0.20%

Shares17.4K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

1.33%

Shares116.2K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

0.39%

Shares4.4K

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

-0.73%

Shares97.8K

Event2026-03-31

Filed2026-04-21

PLTR

PALANTIR TECHNOLOGIES INC

0.01%

Shares14.7K

Event2026-03-31

Filed2026-04-21

SPHQ

INVESCO EXCHANGE TRADED FD T

-3.41%

Shares28.5K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

2.45%

Shares29.6K

Event2026-03-31

Filed2026-04-21

BUFZ

FIRST TR EXCHNG TRADED FD VI

-10.83%

Shares76.3K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

1.41%

Shares19.8K

Event2026-03-31

Filed2026-04-21

ROYAL BK CDA

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-21

AME

AMETEK INC

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-21

FDVV

FIDELITY COVINGTON TRUST

0.00%

Shares31.0K

Event2026-03-31

Filed2026-04-21

HELO

J P MORGAN EXCHANGE TRADED F

-12.73%

Shares25.9K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

-3.18%

Shares7.5K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

47.65%

Shares28.3K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

-23.92%

Shares23.4K

Event2026-03-31

Filed2026-04-21

NSC

NORFOLK SOUTHN CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-6.57%

Shares3.8K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

1.29%

Shares1.5K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-0.25%

Shares6.4K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

4.18%

Shares10.9K

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-4.89%

Shares16.1K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

-2.64%

Shares3.9K

Event2026-03-31

Filed2026-04-21

GPIX

GOLDMAN SACHS ETF TR

5.97%

Shares23.6K

Event2026-03-31

Filed2026-04-21

MINT

PIMCO ETF TR

23.30%

Shares11.7K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-13.52%

Shares2.7K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

8.23%

Shares23.2K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

3.83%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

3.88%

Shares5.2K

Event2026-03-31

Filed2026-04-21

MINO

PIMCO ETF TR

86.76%

Shares23.7K

Event2026-03-31

Filed2026-04-21

UCB

UNITED CMNTY BKS BLAIRSVLE G

0.00%

Shares33.1K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-1.47%

Shares16.3K

Event2026-03-31

Filed2026-04-21

SAMT

ADVISORS INNER CIRCLE FD III

28.36%

Shares25.5K

Event2026-03-31

Filed2026-04-21

GPIQ

GOLDMAN SACHS ETF TR

42.53%

Shares20.0K

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

-4.56%

Shares10.0K

Event2026-03-31

Filed2026-04-21

FELC

FIDELITY COVINGTON TRUST

0.33%

Shares23.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.38%

Shares2.9K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

0.00%

Shares8.8K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-4.28%

Shares3.7K

Event2026-03-31

Filed2026-04-21

CSX

CSX CORP

0.00%

Shares18.9K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

31.52%

Shares1.1K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

3.15%

Shares5.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

6.39%

Shares2.6K

Event2026-03-31

Filed2026-04-21

PVAL

PUTNAM ETF TRUST

38.74%

Shares16.1K

Event2026-03-31

Filed2026-04-21

SCHV

SCHWAB STRATEGIC TR

0.47%

Shares24.4K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

AVIV

AMERICAN CENTY ETF TR

2.51%

Shares9.5K

Event2026-03-31

Filed2026-04-21

TFC

TRUIST FINL CORP

0.00%

Shares15.5K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.07%

Shares4.1K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-0.79%

Shares2.1K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

8.65%

Shares1.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

2.72%

Shares4.7K

Event2026-03-31

Filed2026-04-21

DIVO

AMPLIFY ETF TR

31.94%

Shares14.5K

Event2026-03-31

Filed2026-04-21

MPC

MARATHON PETE CORP

0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

2.50%

Shares2.6K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

1.44%

Shares1.7K

Event2026-03-31

Filed2026-04-21

GLOBE LIFE INC

0.09%

Shares4.4K

Event2026-03-31

Filed2026-04-21

COP

CONOCOPHILLIPS

6.75%

Shares4.7K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

3.62%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

0.12%

Shares857

Event2026-03-31

Filed2026-04-21

SMMD

ISHARES TR

-3.52%

Shares7.6K

Event2026-03-31

Filed2026-04-21

BUFD

FIRST TR EXCHNG TRADED FD VI

-17.14%

Shares20.4K

Event2026-03-31

Filed2026-04-21

LDUR

PIMCO ETF TR

-3.19%

Shares5.9K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

0.03%

Shares9.2K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

2.08%

Shares7.2K

Event2026-03-31

Filed2026-04-21

JIRE

J P MORGAN EXCHANGE TRADED F

14.18%

Shares7.1K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-10.17%

Shares21.7K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

MCO

MOODYS CORP

0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-21

BLACKSTONE INC

5.40%

Shares4.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

13.60%

Shares827

Event2026-03-31

Filed2026-04-21

IWM

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

BOND

PIMCO ETF TR

0.02%

Shares5.3K

Event2026-03-31

Filed2026-04-21

ETFS GOLD TR

0.00%

Shares11.0K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

-0.32%

Shares3.7K

Event2026-03-31

Filed2026-04-21

AIQ

GLOBAL X FDS

0.02%

Shares10.4K

Event2026-03-31

Filed2026-04-21

HON

HONEYWELL INTL INC

4.26%

Shares2.2K

Event2026-03-31

Filed2026-04-21

IMCG

ISHARES TR

-18.00%

Shares6.2K

Event2026-03-31

Filed2026-04-21

RGLD

ROYAL GOLD INC

0.16%

Shares1.9K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-7.33%

Shares4.0K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

0.00%

Shares9.4K

Event2026-03-31

Filed2026-04-21

VWO

VANGUARD INTL EQUITY INDEX F

0.62%

Shares8.4K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

4.50%

Shares696

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-5.04%

Shares2.3K

Event2026-03-31

Filed2026-04-21

ITA

ISHARES TR

1.06%

Shares2.0K

Event2026-03-31

Filed2026-04-21

JPIE

J P MORGAN EXCHANGE TRADED F

-5.60%

Shares9.4K

Event2026-03-31

Filed2026-04-21

LOW

LOWES COS INC

-0.33%

Shares1.8K

Event2026-03-31

Filed2026-04-21

AXP

AMERICAN EXPRESS CO

13.54%

Shares1.4K

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

1.21%

Shares6.5K

Event2026-03-31

Filed2026-04-21

FANG

DIAMONDBACK ENERGY INC

-1.66%

Shares2.1K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

27.03%

Shares423

Event2026-03-31

Filed2026-04-21

FSMD

FIDELITY COVINGTON TRUST

48.37%

Shares9.3K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

0.00%

Shares711

Event2026-03-31

Filed2026-04-21

GPC

GENUINE PARTS CO

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

-0.11%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

15.46%

Shares4.0K

Event2026-03-31

Filed2026-04-21

GEV

GE VERNOVA INC

2.77%

Shares445

Event2026-03-31

Filed2026-04-21

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-21

GNR

SPDR INDEX SHS FDS

14.78%

Shares5.0K

Event2026-03-31

Filed2026-04-21

BIL

SPDR SERIES TRUST

New

Shares4.0K

Event2026-03-31

Filed2026-04-21

REGIONS FINANCIAL CORP NEW

-10.68%

Shares13.9K

Event2026-03-31

Filed2026-04-21

LHX

L3HARRIS TECHNOLOGIES INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-21

GAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares9.1K

Event2026-03-31

Filed2026-04-21

AMGN

AMGEN INC

-3.02%

Shares995

Event2026-03-31

Filed2026-04-21

TRV

TRAVELERS COMPANIES INC

0.17%

Shares1.2K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

0.01%

Shares6.9K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

0.00%

Shares684

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-21

SOFI

SOFI TECHNOLOGIES INC

24.38%

Shares20.9K

Event2026-03-31

Filed2026-04-21

XSMO

INVESCO EXCHANGE TRADED FD T

0.07%

Shares4.3K

Event2026-03-31

Filed2026-04-21

WMB

WILLIAMS COS INC

-4.46%

Shares4.5K

Event2026-03-31

Filed2026-04-21

AOA

ISHARES TR

4.84%

Shares3.7K

Event2026-03-31

Filed2026-04-21

ALPS ETF TR

3.40%

Shares6.1K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP

-0.12%

Shares2.5K

Event2026-03-31

Filed2026-04-21

AVLV

AMERICAN CENTY ETF TR

36.23%

Shares3.8K

Event2026-03-31

Filed2026-04-21

JAAA

JANUS DETROIT STR TR

6.20%

Shares6.0K

Event2026-03-31

Filed2026-04-21

ALL

ALLSTATE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

DJAN

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

0.11%

Shares10.0K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.00%

Shares508

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

-2.48%

Shares4.1K

Event2026-03-31

Filed2026-04-21

GFEB

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

10.70%

Shares1.4K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-9.10%

Shares1.9K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-21

ITOT

ISHARES TR

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21