Sponsored

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

Currently, MBE Wealth Management, LLC holds 141 types of securities in its portfolio with a total value $240.7M. In the most recent quarter, they have increased their positions in MUNI (+26.0K shares, valued at $1.4M), COWZ (+8.5K shares, valued at $529.1K), IVV (+801 shares, valued at $523.2K); decreased their positions in SCHP (-22.0K shares, valued at $586.1K), VB (-1.8K shares, valued at $467.8K), UCON (-15.8K shares, valued at $390.7K); initiated new positions in COWZ (+8.5K shares, valued at $529.1K), N/A (+20.9K shares, valued at $425.5K), XLP (+3.7K shares, valued at $300.5K).

1M P&L

+7.5M+3.36%

3M P&L

+3.7M+1.63%

HY P&L

+17.1M+8.06%

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/A177.6M

84.7%

2Communication Equipment4.3M

2.0%

3Drug Manufacturers - General2.7M

1.3%

Top Industries by Stock Count

1N/A78 stocks

58.6%

2Drug Manufacturers - General4 stocks

3.0%

3Utilities - Regulated Electric4 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR49.0K shares0.95%2026-03-312026-04-21

VB VANGUARD INDEX FDS99.2K shares-1.77%2026-03-312026-04-21

SPYV SPDR SERIES TRUST450.3K shares1.46%2026-03-312026-04-21

IVV ISHARES TR18.4K shares4.56%2026-03-312026-04-21

ACIO ETF SER SOLUTIONS283.4K shares0.16%2026-03-312026-04-21

DRSK ETF SER SOLUTIONS292.2K shares2.58%2026-03-312026-04-21

IDUB ETF SER SOLUTIONS322.5K shares-3.16%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR287.6K shares-7.11%2026-03-312026-04-21

Sponsored

OSCV ETF SER SOLUTIONS141.1K shares-1.50%2026-03-312026-04-21

DUBS ETF SER SOLUTIONS142.0K shares0.15%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR157.7K shares-3.15%2026-03-312026-04-21

ADME ETF SER SOLUTIONS91.0K shares-0.58%2026-03-312026-04-21

ASTS AST SPACEMOBILE INC49.1K shares1.32%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS46.8K shares0.00%2026-03-312026-04-21

DGRO ISHARES TR46.0K shares-1.60%2026-03-312026-04-21

RLY SSGA ACTIVE ETF TR88.3K shares-1.25%2026-03-312026-04-21

Sponsored

HTRB HARTFORD FDS EXCHANGE TRADED91.9K shares8.59%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR114.7K shares-1.10%2026-03-312026-04-21

JUCY ETF SER SOLUTIONS116.3K shares-4.45%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR78.0K shares-1.68%2026-03-312026-04-21

UPSD ETF SER SOLUTIONS91.7K shares10.15%2026-03-312026-04-21

NVDA NVIDIA CORPORATION11.7K shares-2.81%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS23.6K shares-0.69%2026-03-312026-04-21

MUNI PIMCO ETF TR32.5K shares403.46%2026-03-312026-04-21

Sponsored

AAPL APPLE INC6.2K shares2.15%2026-03-312026-04-21

SCHO SCHWAB STRATEGIC TR59.3K shares-20.90%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD30.2K shares0.42%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO4.8K shares2.27%2026-03-312026-04-21

QUAL ISHARES TR7.1K shares-0.50%2026-03-312026-04-21

DEFR ETF SER SOLUTIONS47.8K shares43.41%2026-03-312026-04-21

MSFT MICROSOFT CORP3.4K shares5.99%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS19.4K shares-8.85%2026-03-312026-04-21

Sponsored

ABBV ABBVIE INC5.5K shares1.30%2026-03-312026-04-21

PEP PEPSICO INC7.4K shares2.98%2026-03-312026-04-21

WMT WALMART INC9.3K shares-0.86%2026-03-312026-04-21

GLD SPDR GOLD TR2.6K shares1.38%2026-03-312026-04-21

VGSH VANGUARD SCOTTSDALE FDS18.7K shares-16.59%2026-03-312026-04-21

XOM EXXON MOBIL CORP6.3K shares6.63%2026-03-312026-04-21

SPYM SPDR SERIES TRUST13.9K shares1.88%2026-03-312026-04-21

AMZN AMAZON COM INC4.0K shares1.82%2026-03-312026-04-21

Sponsored

LLY ELI LILLY & CO869 shares0.58%2026-03-312026-04-21

MTUM ISHARES TR3.3K shares-1.29%2026-03-312026-04-21

MGEE MGE ENERGY INC9.9K shares0.14%2026-03-312026-04-21

PHYL PGIM ETF TR21.9K shares5.72%2026-03-312026-04-21

USMV ISHARES TR7.9K shares-0.04%2026-03-312026-04-21

ESGU ISHARES TR5.2K shares16.01%2026-03-312026-04-21

SPTM SPDR SERIES TRUST8.8K shares0.97%2026-03-312026-04-21

ECL ECOLAB INC2.6K shares-13.21%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP2.1K shares8.04%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR22.2K shares0.01%2026-03-312026-04-21

UCON FIRST TR EXCHNG TRADED FD VI25.7K shares-38.05%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR10.3K shares84.87%2026-03-312026-04-21

CATH GLOBAL X FDS8.0K shares-0.32%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS4.0K shares7.58%2026-03-312026-04-21

SLV ISHARES SILVER TR8.6K shares-10.71%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.0K shares10.12%2026-03-312026-04-21

Sponsored

GLDM WORLD GOLD TR6.0K shares-1.67%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS2.5K shares-0.74%2026-03-312026-04-21

XSOE WISDOMTREE TR13.6K shares0.00%2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F3.9K shares0.00%2026-03-312026-04-21

CAT CATERPILLAR INC761 shares0.13%2026-03-312026-04-21

LCTU BLACKROCK ETF TRUST7.7K shares-0.51%2026-03-312026-04-21

SUSC ISHARES TR22.9K shares18.88%2026-03-312026-04-21

COWZ PACER FDS TR8.5K sharesnew addition2026-03-312026-04-21

Sponsored

V VISA INC1.7K shares0.48%2026-03-312026-04-21

ABT ABBOTT LABORATORIES4.9K shares0.06%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.1K shares-0.18%2026-03-312026-04-21

USRT ISHARES TR8.1K shares-5.90%2026-03-312026-04-21

MA MASTERCARD INCORPORATED943 shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC7.1K shares1.29%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD6.8K shares2.70%2026-03-312026-04-21

EAGG ISHARES TR9.6K shares13.38%2026-03-312026-04-21

Sponsored

PWR QUANTA SVCS INC833 shares-9.36%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR17.8K shares-1.23%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.8K shares5.98%2026-03-312026-04-21

DFAS DIMENSIONAL ETF TRUST6.2K shares0.18%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR17.8K shares-21.04%2026-03-312026-04-21

DSI ISHARES TR3.6K shares-0.88%2026-03-312026-04-21

ZIM ZIM INTEGRATED SHIPPING SERV16.2K shares0.00%2026-03-312026-04-21

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD20.9K sharesnew addition2026-03-312026-04-21

Sponsored

FANG DIAMONDBACK ENERGY INC2.1K shares-3.60%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC8.3K shares8.07%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC3.5K shares1.11%2026-03-312026-04-21

RTX RTX CORPORATION2.2K shares-0.51%2026-03-312026-04-21

NUE NUCOR CORP2.3K shares0.00%2026-03-312026-04-21

LNT ALLIANT ENERGY CORP5.5K shares0.29%2026-03-312026-04-21

NEE NEXTERA ENERGY INC4.3K shares0.09%2026-03-312026-04-21

VGT VANGUARD WORLD FD565 shares0.00%2026-03-312026-04-21

Sponsored

USXF ISHARES TR7.0K shares-18.00%2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR12.4K shares-6.17%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR2.6K shares4.37%2026-03-312026-04-21

T AT&T INC12.5K shares0.03%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR2.7K shares17.30%2026-03-312026-04-21

CVX CHEVRON CORPORATION1.7K shares10.35%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.8K shares2.91%2026-03-312026-04-21

SO SOUTHERN CO3.7K shares11.94%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL727 shares0.00%2026-03-312026-04-21

KLAC KLA CORP233 shares0.00%2026-03-312026-04-21

DFUS DIMENSIONAL ETF TRUST4.8K shares0.04%2026-03-312026-04-21

PGR PROGRESSIVE CORP1.7K shares5.25%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR4.1K shares-10.61%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.8K shares0.00%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR6.5K shares27.84%2026-03-312026-04-21

TSLA TESLA INC849 shares-0.93%2026-03-312026-04-21

Sponsored

ASB ASSOCIATED BANC-CORP12.2K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC1.0K shares-13.48%2026-03-312026-04-21

MPLX MPLX LP5.4K shares0.71%2026-03-312026-04-21

DE DEERE & CO548 shares0.00%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR3.7K sharesnew addition2026-03-312026-04-21

SPSM SPDR SERIES TRUST6.2K shares-4.73%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC606 shares0.00%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION290 shares-4.92%2026-03-312026-04-21

Sponsored

DFSU DIMENSIONAL ETF TRUST7.0K shares0.00%2026-03-312026-04-21

EPD ENTERPRISE PRODS PARTNERS L7.6K shares0.57%2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.7K shares0.24%2026-03-312026-04-21

ESGV VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-21

BR BROADRIDGE FINL SOLUTIONS IN1.7K shares11.71%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR9.2K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.0K sharesnew addition2026-03-312026-04-21

CPRT COPART INC7.9K shares16.59%2026-03-312026-04-21

Sponsored

CHE CHEMED CORP NEW687 shares11.17%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD4.1K shares20.56%2026-03-312026-04-21

HD HOME DEPOT INC776 shares10.54%2026-03-312026-04-21

PFE PFIZER INC8.6K sharesnew addition2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II1.0K sharesnew addition2026-03-312026-04-21

ESGE ISHARES INC5.1K sharesnew addition2026-03-312026-04-21

NOW SERVICENOW INC2.2K shares53.92%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD2.4K shares0.66%2026-03-312026-04-21

Sponsored

MSI MOTOROLA SOLUTIONS INC521 sharesnew addition2026-03-312026-04-21

UNP UNION PAC CORP923 shares0.22%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF5.8K shares-11.53%2026-03-312026-04-21

LGOV FIRST TR EXCHANGE-TRADED FD10.1K shares0.00%2026-03-312026-04-21

GJAN FIRST TR EXCHNG TRADED FD VI5.2K sharesnew addition2026-03-312026-04-21

APH AMPHENOL CORP1.7K sharesnew addition2026-03-312026-04-21

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-21

FNDA SCHWAB STRATEGIC TR6.5K shares0.51%2026-03-312026-04-21

Sponsored

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-03-312026-04-21

INTF ISHARES TR5.1K sharesnew addition2026-03-312026-04-21

FPE FIRST TR EXCH TRADED FD III10.1K shares0.00%2026-03-312026-04-21

DSX DIANA SHIPPING INC20.8K shares0.41%2026-03-312026-04-21

NHTC NATURAL HEALTH TRENDS CORP10.9K shares0.00%2026-03-312026-04-21

INVESCO QQQ TR

0.95%

Shares49.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-1.77%

Shares99.2K

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

1.46%

Shares450.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

4.56%

Shares18.4K

Event2026-03-31

Filed2026-04-21

ACIO

ETF SER SOLUTIONS

0.16%

Shares283.4K

Event2026-03-31

Filed2026-04-21

DRSK

ETF SER SOLUTIONS

2.58%

Shares292.2K

Event2026-03-31

Filed2026-04-21

IDUB

ETF SER SOLUTIONS

-3.16%

Shares322.5K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

-7.11%

Shares287.6K

Event2026-03-31

Filed2026-04-21

OSCV

ETF SER SOLUTIONS

-1.50%

Shares141.1K

Event2026-03-31

Filed2026-04-21

DUBS

ETF SER SOLUTIONS

0.15%

Shares142.0K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

-3.15%

Shares157.7K

Event2026-03-31

Filed2026-04-21

ADME

ETF SER SOLUTIONS

-0.58%

Shares91.0K

Event2026-03-31

Filed2026-04-21

ASTS

AST SPACEMOBILE INC

1.32%

Shares49.1K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares46.8K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

-1.60%

Shares46.0K

Event2026-03-31

Filed2026-04-21

RLY

SSGA ACTIVE ETF TR

-1.25%

Shares88.3K

Event2026-03-31

Filed2026-04-21

HTRB

HARTFORD FDS EXCHANGE TRADED

8.59%

Shares91.9K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-1.10%

Shares114.7K

Event2026-03-31

Filed2026-04-21

JUCY

ETF SER SOLUTIONS

-4.45%

Shares116.3K

Event2026-03-31

Filed2026-04-21

SCHE

SCHWAB STRATEGIC TR

-1.68%

Shares78.0K

Event2026-03-31

Filed2026-04-21

UPSD

ETF SER SOLUTIONS

10.15%

Shares91.7K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-2.81%

Shares11.7K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

-0.69%

Shares23.6K

Event2026-03-31

Filed2026-04-21

MUNI

PIMCO ETF TR

403.46%

Shares32.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

2.15%

Shares6.2K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

-20.90%

Shares59.3K

Event2026-03-31

Filed2026-04-21

FVD

FIRST TR EXCHANGE-TRADED FD

0.42%

Shares30.2K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

2.27%

Shares4.8K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-0.50%

Shares7.1K

Event2026-03-31

Filed2026-04-21

DEFR

ETF SER SOLUTIONS

43.41%

Shares47.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

5.99%

Shares3.4K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

-8.85%

Shares19.4K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

1.30%

Shares5.5K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

2.98%

Shares7.4K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-0.86%

Shares9.3K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

1.38%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VGSH

VANGUARD SCOTTSDALE FDS

-16.59%

Shares18.7K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

6.63%

Shares6.3K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

1.88%

Shares13.9K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

1.82%

Shares4.0K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

0.58%

Shares869

Event2026-03-31

Filed2026-04-21

MTUM

ISHARES TR

-1.29%

Shares3.3K

Event2026-03-31

Filed2026-04-21

MGEE

MGE ENERGY INC

0.14%

Shares9.9K

Event2026-03-31

Filed2026-04-21

PHYL

PGIM ETF TR

5.72%

Shares21.9K

Event2026-03-31

Filed2026-04-21

USMV

ISHARES TR

-0.04%

Shares7.9K

Event2026-03-31

Filed2026-04-21

ESGU

ISHARES TR

16.01%

Shares5.2K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

0.97%

Shares8.8K

Event2026-03-31

Filed2026-04-21

ECL

ECOLAB INC

-13.21%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

8.04%

Shares2.1K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

0.01%

Shares22.2K

Event2026-03-31

Filed2026-04-21

UCON

FIRST TR EXCHNG TRADED FD VI

-38.05%

Shares25.7K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

84.87%

Shares10.3K

Event2026-03-31

Filed2026-04-21

CATH

GLOBAL X FDS

-0.32%

Shares8.0K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

7.58%

Shares4.0K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

-10.71%

Shares8.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

10.12%

Shares2.0K

Event2026-03-31

Filed2026-04-21

GLDM

WORLD GOLD TR

-1.67%

Shares6.0K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-0.74%

Shares2.5K

Event2026-03-31

Filed2026-04-21

XSOE

WISDOMTREE TR

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-21

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.9K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

0.13%

Shares761

Event2026-03-31

Filed2026-04-21

LCTU

BLACKROCK ETF TRUST

-0.51%

Shares7.7K

Event2026-03-31

Filed2026-04-21

SUSC

ISHARES TR

18.88%

Shares22.9K

Event2026-03-31

Filed2026-04-21

COWZ

PACER FDS TR

New

Shares8.5K

Event2026-03-31

Filed2026-04-21

VISA INC

0.48%

Shares1.7K

Event2026-03-31

Filed2026-04-21

ABT

ABBOTT LABORATORIES

0.06%

Shares4.9K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

-0.18%

Shares1.1K

Event2026-03-31

Filed2026-04-21

USRT

ISHARES TR

-5.90%

Shares8.1K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

0.00%

Shares943

Event2026-03-31

Filed2026-04-21

ALTRIA GROUP INC

1.29%

Shares7.1K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

2.70%

Shares6.8K

Event2026-03-31

Filed2026-04-21

EAGG

ISHARES TR

13.38%

Shares9.6K

Event2026-03-31

Filed2026-04-21

PWR

QUANTA SVCS INC

-9.36%

Shares833

Event2026-03-31

Filed2026-04-21

SCHX

SCHWAB STRATEGIC TR

-1.23%

Shares17.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

5.98%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DFAS

DIMENSIONAL ETF TRUST

0.18%

Shares6.2K

Event2026-03-31

Filed2026-04-21

SCHR

SCHWAB STRATEGIC TR

-21.04%

Shares17.8K

Event2026-03-31

Filed2026-04-21

DSI

ISHARES TR

-0.88%

Shares3.6K

Event2026-03-31

Filed2026-04-21

ZIM

ZIM INTEGRATED SHIPPING SERV

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-21

FIRST TR EXCHANGE-TRADED FD

New

Shares20.9K

Event2026-03-31

Filed2026-04-21

FANG

DIAMONDBACK ENERGY INC

-3.60%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

8.07%

Shares8.3K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

1.11%

Shares3.5K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-0.51%

Shares2.2K

Event2026-03-31

Filed2026-04-21

NUE

NUCOR CORP

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

LNT

ALLIANT ENERGY CORP

0.29%

Shares5.5K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.09%

Shares4.3K

Event2026-03-31

Filed2026-04-21

VGT

VANGUARD WORLD FD

0.00%

Shares565

Event2026-03-31

Filed2026-04-21

USXF

ISHARES TR

-18.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

-6.17%

Shares12.4K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

4.37%

Shares2.6K

Event2026-03-31

Filed2026-04-21

AT&T INC

0.03%

Shares12.5K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

17.30%

Shares2.7K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

10.35%

Shares1.7K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

2.91%

Shares1.8K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

11.94%

Shares3.7K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares727

Event2026-03-31

Filed2026-04-21

KLAC

KLA CORP

0.00%

Shares233

Event2026-03-31

Filed2026-04-21

DFUS

DIMENSIONAL ETF TRUST

0.04%

Shares4.8K

Event2026-03-31

Filed2026-04-21

PGR

PROGRESSIVE CORP

5.25%

Shares1.7K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

-10.61%

Shares4.1K

Event2026-03-31

Filed2026-04-21

WEC ENERGY GROUP INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-21

FNDF

SCHWAB STRATEGIC TR

27.84%

Shares6.5K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

-0.93%

Shares849

Event2026-03-31

Filed2026-04-21

ASB

ASSOCIATED BANC-CORP

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-13.48%

Shares1.0K

Event2026-03-31

Filed2026-04-21

MPLX

MPLX LP

0.71%

Shares5.4K

Event2026-03-31

Filed2026-04-21

DEERE & CO

0.00%

Shares548

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

New

Shares3.7K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

-4.73%

Shares6.2K

Event2026-03-31

Filed2026-04-21

TMO

THERMO FISHER SCIENTIFIC INC

0.00%

Shares606

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

-4.92%

Shares290

Event2026-03-31

Filed2026-04-21

DFSU

DIMENSIONAL ETF TRUST

0.00%

Shares7.0K

Event2026-03-31

Filed2026-04-21

EPD

ENTERPRISE PRODS PARTNERS L

0.57%

Shares7.6K

Event2026-03-31

Filed2026-04-21

AMT

AMERICAN TOWER CORP

0.24%

Shares1.7K

Event2026-03-31

Filed2026-04-21

ESGV

VANGUARD WORLD FD

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-21

BROADRIDGE FINL SOLUTIONS IN

11.71%

Shares1.7K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

0.00%

Shares9.2K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

New

Shares2.0K

Event2026-03-31

Filed2026-04-21

CPRT

COPART INC

16.59%

Shares7.9K

Event2026-03-31

Filed2026-04-21

CHE

CHEMED CORP NEW

11.17%

Shares687

Event2026-03-31

Filed2026-04-21

CIBR

FIRST TR EXCHANGE-TRADED FD

20.56%

Shares4.1K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

10.54%

Shares776

Event2026-03-31

Filed2026-04-21

PFE

PFIZER INC

New

Shares8.6K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares1.0K

Event2026-03-31

Filed2026-04-21

ESGE

ISHARES INC

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

NOW

SERVICENOW INC

53.92%

Shares2.2K

Event2026-03-31

Filed2026-04-21

FTCS

FIRST TR EXCHANGE-TRADED FD

0.66%

Shares2.4K

Event2026-03-31

Filed2026-04-21

MSI

MOTOROLA SOLUTIONS INC

New

Shares521

Event2026-03-31

Filed2026-04-21

UNP

UNION PAC CORP

0.22%

Shares923

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

-11.53%

Shares5.8K

Event2026-03-31

Filed2026-04-21

LGOV

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

GJAN

FIRST TR EXCHNG TRADED FD VI

New

Shares5.2K

Event2026-03-31

Filed2026-04-21

APH

AMPHENOL CORP

New

Shares1.7K

Event2026-03-31

Filed2026-04-21

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

FNDA

SCHWAB STRATEGIC TR

0.51%

Shares6.5K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

New

Shares1.4K

Event2026-03-31

Filed2026-04-21

INTF

ISHARES TR

New

Shares5.1K

Event2026-03-31

Filed2026-04-21

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares10.1K

Event2026-03-31

Filed2026-04-21

DSX

DIANA SHIPPING INC

0.41%

Shares20.8K

Event2026-03-31

Filed2026-04-21

NHTC

NATURAL HEALTH TRENDS CORP

0.00%

Shares10.9K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available