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The Analysis of MCF Advisors LLC's Holdings & P&L

Currently, MCF Advisors LLC holds 1338 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in DGRO (+841.6K shares, valued at $59.1M), SCHD (+1.5M shares, valued at $46.8M), QUAL (+211.0K shares, valued at $40.5M); decreased their positions in IWM (-8.9K shares, valued at $2.2M), BIL (-16.7K shares, valued at $1.5M), GOVT (-66.1K shares, valued at $1.5M); initiated new positions in DIVI (+812.2K shares, valued at $32.3M), CGCP (+1.1M shares, valued at $25.5M), JSCP (+509.0K shares, valued at $24.1M).

1M P&L

+26.0M+1.68%

3M P&L

-53.5M-3.28%

HY P&L

+29.5M+1.90%

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/A1.2B

82.6%

2Consumer Electronics24.5M

1.7%

3Software - Infrastructure23.8M

1.6%

Top Industries by Stock Count

1N/A326 stocks

31.2%

2Software - Application34 stocks

3.3%

3Semiconductors26 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS474.3K shares3.36%2026-03-312026-05-11

IDEV ISHARES TR1.6M shares1.36%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T148.0K shares4.49%2026-03-312026-05-11

GOVT ISHARES TR4.2M shares-1.56%2026-03-312026-05-11

SPSB SPDR SERIES TRUST3.0M shares1.02%2026-03-312026-05-11

IEMG ISHARES INC1.2M shares0.42%2026-03-312026-05-11

IJH ISHARES TR1.1M shares6.70%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR2.8M shares1.61%2026-03-312026-05-11

Sponsored

BINC BLACKROCK ETF TRUST II1.2M shares6.95%2026-03-312026-05-11

DGRO ISHARES TR844.0K shares35008.69%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR1.8M shares486.87%2026-03-312026-05-11

VTV VANGUARD INDEX FDS270.0K shares1.90%2026-03-312026-05-11

IVV ISHARES TR69.2K shares-0.37%2026-03-312026-05-11

IJR ISHARES TR362.2K shares7.46%2026-03-312026-05-11

QUAL ISHARES TR211.4K shares50974.88%2026-03-312026-05-11

USIG ISHARES TR759.8K shares-0.43%2026-03-312026-05-11

Sponsored

IEFA ISHARES TR376.2K shares-3.55%2026-03-312026-05-11

DIVI FRANKLIN TEMPLETON ETF TR812.2K sharesnew addition2026-03-312026-05-11

IWR ISHARES TR317.3K shares3265.80%2026-03-312026-05-11

AAPL APPLE INC110.3K shares22.41%2026-03-312026-05-11

BCI ABRDN ETFS1.1M shares-0.61%2026-03-312026-05-11

CGCP CAPITAL GRP FIXED INCM ETF T1.1M sharesnew addition2026-03-312026-05-11

JSCP J P MORGAN EXCHANGE TRADED F509.0K sharesnew addition2026-03-312026-05-11

DFAE DIMENSIONAL ETF TRUST645.4K sharesnew addition2026-03-312026-05-11

Sponsored

TBUX T ROWE PRICE ETF INC421.8K sharesnew addition2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR737.2K shares-3.63%2026-03-312026-05-11

NVDA NVIDIA CORPORATION103.4K shares32.38%2026-03-312026-05-11

MSFT MICROSOFT CORP44.3K shares19.67%2026-03-312026-05-11

IWF ISHARES TR37.7K shares2324.13%2026-03-312026-05-11

EFA ISHARES TR163.1K shares15.69%2026-03-312026-05-11

AVUS AMERICAN CENTY ETF TR135.5K shares-5.37%2026-03-312026-05-11

VUG VANGUARD INDEX FDS30.4K shares1.26%2026-03-312026-05-11

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4021.0K shares-0.59%2026-03-312026-05-11

PG PROCTER & GAMBLE CO81.1K shares101.81%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F195.1K sharesnew addition2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS72.3K shares468.46%2026-03-312026-05-11

SPIB SPDR SERIES TRUST304.3K sharesnew addition2026-03-312026-05-11

IXUS ISHARES TR116.2K shares-4.48%2026-03-312026-05-11

IBDU ISHARES TR424.3K shares14.36%2026-03-312026-05-11

IWM ISHARES TR37.2K shares-19.31%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC31.9K shares8.94%2026-03-312026-05-11

AMZN AMAZON COM INC38.5K shares20.38%2026-03-312026-05-11

MOAT VANECK ETF TRUST82.9K shares-2.79%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO26.8K shares24.27%2026-03-312026-05-11

BROADCOM INC BROADCOM INC22.4K shares37.97%2026-03-312026-05-11

BIL SPDR SERIES TRUST74.4K shares-18.30%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.0K shares32.97%2026-03-312026-05-11

IBDX ISHARES TR255.0K shares139.43%2026-03-312026-05-11

Sponsored

IBDT ISHARES TR251.7K shares3.57%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F116.3K shares-16.38%2026-03-312026-05-11

AGG ISHARES TR63.1K shares1227.59%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR135.1K shares-6.11%2026-03-312026-05-11

VTI VANGUARD INDEX FDS19.3K shares11.22%2026-03-312026-05-11

IBDS ISHARES TR251.7K shares4.20%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON24.4K shares28.78%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR9.8K shares21.86%2026-03-312026-05-11

Sponsored

IBDR ISHARES TR230.5K shares0.63%2026-03-312026-05-11

IGLB ISHARES TR111.9K shares3.67%2026-03-312026-05-11

V VISA INC17.7K shares12.20%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS24.1K shares-1.22%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS55.7K shares-0.12%2026-03-312026-05-11

XOM EXXON MOBIL CORP27.9K shares20.77%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS77.1K shares-7.21%2026-03-312026-05-11

META META PLATFORMS INC7.6K shares14.86%2026-03-312026-05-11

Sponsored

WSBC WESBANCO INC124.6K shares-0.20%2026-03-312026-05-11

AMGN AMGEN INC11.7K shares11.43%2026-03-312026-05-11

WMT WALMART INC32.9K shares34.14%2026-03-312026-05-11

ALPHABET INC ALPHABET INC13.8K shares17.99%2026-03-312026-05-11

HD HOME DEPOT INC11.9K shares33.69%2026-03-312026-05-11

CVX CHEVRON CORPORATION18.7K shares50.15%2026-03-312026-05-11

CMI CUMMINS INC7.0K shares44.94%2026-03-312026-05-11

MCO MOODYS CORP8.6K shares9.52%2026-03-312026-05-11

Sponsored

IBDV ISHARES TR171.0K shares0.62%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE13.1K shares56.84%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC7.2K shares37.80%2026-03-312026-05-11

NEE NEXTERA ENERGY INC37.2K shares17.41%2026-03-312026-05-11

AVDE AMERICAN CENTY ETF TR40.7K shares-0.46%2026-03-312026-05-11

VBR VANGUARD INDEX FDS15.8K shares31544.00%2026-03-312026-05-11

VO VANGUARD INDEX FDS11.5K shares0.26%2026-03-312026-05-11

FITB FIFTH THIRD BANCORP70.2K shares3.60%2026-03-312026-05-11

Sponsored

LLY ELI LILLY & CO3.5K shares27.52%2026-03-312026-05-11

BA BOEING CO16.2K shares11.48%2026-03-312026-05-11

IBDW ISHARES TR153.5K shares0.69%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR127.1K shares182.01%2026-03-312026-05-11

BAC BANK AMERICA CORP61.9K shares11.08%2026-03-312026-05-11

CASY CASEYS GEN STORES INC4.1K sharesnew addition2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC24.3K shares26.37%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS37.3K shares0.54%2026-03-312026-05-11

Sponsored

DFAS DIMENSIONAL ETF TRUST40.9K shares-18.49%2026-03-312026-05-11

ORCL ORACLE CORP19.7K shares12.51%2026-03-312026-05-11

QLTY GMO ETF TRUST79.1K shares-24.71%2026-03-312026-05-11

ABBV ABBVIE INC13.0K shares5.15%2026-03-312026-05-11

CAT CATERPILLAR INC4.0K shares6.55%2026-03-312026-05-11

RTX RTX CORPORATION14.5K shares18.66%2026-03-312026-05-11

GILD GILEAD SCIENCES INC20.0K shares36.22%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO8.9K shares39.90%2026-03-312026-05-11

Sponsored

KO COCA COLA CO34.9K shares11.58%2026-03-312026-05-11

CSCO CISCO SYS INC33.3K shares13.24%2026-03-312026-05-11

MUB ISHARES TR24.2K shares0.00%2026-03-312026-05-11

IWP ISHARES TR20.0K shares1.78%2026-03-312026-05-11

SPHY SPDR SERIES TRUST108.1K shares-9.31%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS38.2K shares5.21%2026-03-312026-05-11

HDV ISHARES TR17.2K shares26.85%2026-03-312026-05-11

BOND PIMCO ETF TR24.3K shares-20.95%2026-03-312026-05-11

Sponsored

GEV GE VERNOVA INC2.5K shares119.89%2026-03-312026-05-11

UNP UNION PAC CORP8.9K shares2.56%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS27.5K shares4.79%2026-03-312026-05-11

CINF CINCINNATI FINL CORP13.4K shares3.75%2026-03-312026-05-11

TSLA TESLA INC5.7K shares-4.60%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F27.0K shares5.79%2026-03-312026-05-11

IBDY ISHARES TR77.2K shares0.67%2026-03-312026-05-11

PSX PHILLIPS 6610.9K shares67.74%2026-03-312026-05-11

Sponsored

SCHM SCHWAB STRATEGIC TR64.0K shares-0.02%2026-03-312026-05-11

USB US BANCORP36.6K shares21.89%2026-03-312026-05-11

PGR PROGRESSIVE CORP9.6K shares295.65%2026-03-312026-05-11

LOW LOWES COS INC8.1K shares162.98%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS41.3K shares0.00%2026-03-312026-05-11

MCD MCDONALDS CORP6.0K shares19.21%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC8.8K shares22.59%2026-03-312026-05-11

URI UNITED RENTALS INC2.5K shares2785.06%2026-03-312026-05-11

Sponsored

HLMN HILLMAN SOLUTIONS CORP212.8K shares0.00%2026-03-312026-05-11

INTC INTEL CORP40.1K shares4.11%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC19.1K shares10.75%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR20.0K shares-0.39%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.7K shares48.11%2026-03-312026-05-11

ROK ROCKWELL AUTOMATION INC4.7K shares46.37%2026-03-312026-05-11

COF CAPITAL ONE FINL CORP9.0K shares89.48%2026-03-312026-05-11

PEP PEPSICO INC10.4K shares19.31%2026-03-312026-05-11

Sponsored

ALC ALCON AG20.7K shares0.33%2026-03-312026-05-11

TXN TEXAS INSTRS INC7.8K shares51.00%2026-03-312026-05-11

MVIS MICROVISION INC DEL2.3M shares11.49%2026-03-312026-05-11

ROST ROSS STORES INC6.8K shares429.33%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO5.9K shares7.91%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP15.6K shares26.67%2026-03-312026-05-11

CATH GLOBAL X FDS17.7K shares-5.49%2026-03-312026-05-11

MINT PIMCO ETF TR13.7K shares3.40%2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.14.2K shares-11.21%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC3.8K shares2.61%2026-03-312026-05-11

TFC TRUIST FINL CORP29.0K shares0.00%2026-03-312026-05-11

HUM HUMANA INC7.5K shares129.10%2026-03-312026-05-11

IJS ISHARES TR10.9K shares0.01%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN6.3K shares11.47%2026-03-312026-05-11

CBOE CBOE GLOBAL MKTS INC4.5K shares2417.78%2026-03-312026-05-11

HRL HORMEL FOODS CORP56.0K shares11.58%2026-03-312026-05-11

Sponsored

MA MASTERCARD INCORPORATED2.5K shares55.91%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC24.7K shares34.47%2026-03-312026-05-11

VXF VANGUARD INDEX FDS6.0K shares27.06%2026-03-312026-05-11

COP CONOCOPHILLIPS9.3K shares197.31%2026-03-312026-05-11

IBCA ISHARES TR47.4K shares0.00%2026-03-312026-05-11

ITA ISHARES TR5.6K shares0.00%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO16.5K shares-1.87%2026-03-312026-05-11

MO ALTRIA GROUP INC17.7K shares3.76%2026-03-312026-05-11

Sponsored

HON HONEYWELL INTL INC5.2K shares11.95%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L30.8K shares218.03%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS4.7K shares47.50%2026-03-312026-05-11

MS MORGAN STANLEY6.9K shares39.55%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP1.9K shares39.37%2026-03-312026-05-11

MOTI VANECK ETF TRUST33.0K shares-1.14%2026-03-312026-05-11

DE DEERE & CO2.0K shares132.36%2026-03-312026-05-11

CMCSA COMCAST CORP NEW38.9K shares31.40%2026-03-312026-05-11

Sponsored

SLV ISHARES SILVER TR15.8K shares-14.69%2026-03-312026-05-11

CHE CHEMED CORP NEW2.8K shares456.40%2026-03-312026-05-11

DLN WISDOMTREE TR11.5K shares110.03%2026-03-312026-05-11

MMM 3M CO7.0K shares0.17%2026-03-312026-05-11

IVW ISHARES TR9.0K shares158.82%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares7.83%2026-03-312026-05-11

IBDZ ISHARES TR38.5K shares0.00%2026-03-312026-05-11

MPC MARATHON PETE CORP4.1K shares2.02%2026-03-312026-05-11

Sponsored

FAST FASTENAL CO21.6K shares489.26%2026-03-312026-05-11

PNW PINNACLE WEST CAP CORP9.7K shares-0.44%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO16.2K shares1.78%2026-03-312026-05-11

WFC WELLS FARGO & CO12.3K shares32.32%2026-03-312026-05-11

MKL MARKEL GROUP INC510 shares0.00%2026-03-312026-05-11

PLD PROLOGIS INC.7.3K shares43.56%2026-03-312026-05-11

IJT ISHARES TR6.6K shares11.18%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC996 shares50.45%2026-03-312026-05-11

Sponsored

KR KROGER CO12.9K shares582.17%2026-03-312026-05-11

IWS ISHARES TR6.4K shares0.02%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC8.2K shares4.23%2026-03-312026-05-11

LSTR LANDSTAR SYS INC5.8K sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR18.7K shares36.41%2026-03-312026-05-11

NKE NIKE INC17.3K shares72.83%2026-03-312026-05-11

PFE PFIZER INC32.6K shares20.03%2026-03-312026-05-11

MCK MCKESSON CORP1.1K shares1.84%2026-03-312026-05-11

Sponsored

IHI ISHARES TR17.0K shares-1.07%2026-03-312026-05-11

GGG GRACO INC10.7K shares26582.50%2026-03-312026-05-11

WSM WILLIAMS SONOMA INC4.9K shares5785.71%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC3.3K shares2.98%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC5.3K shares34.93%2026-03-312026-05-11

ABT ABBOTT LABORATORIES8.3K shares60.33%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares49.82%2026-03-312026-05-11

CROWN CASTLE INC CROWN CASTLE INC10.0K shares39.08%2026-03-312026-05-11

Sponsored

WM WASTE MGMT INC DEL3.5K shares0.03%2026-03-312026-05-11

MGM MGM RESORTS INTERNATIONAL21.6K shares17.49%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC933 shares158.45%2026-03-312026-05-11

BILS SPDR SERIES TRUST7.9K shares-9.16%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE-TRADED FD17.3K shares-0.53%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR22.7K shares0.00%2026-03-312026-05-11

IUSB ISHARES TR16.1K shares-15.69%2026-03-312026-05-11

IWD ISHARES TR3.5K shares80.01%2026-03-312026-05-11

Sponsored

HIG HARTFORD INSURANCE GROUP INC5.4K shares28.83%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO2.2K shares1265.03%2026-03-312026-05-11

RMD RESMED INC3.1K sharesnew addition2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC2.0K shares341.77%2026-03-312026-05-11

TJX TJX COS INC NEW4.3K shares58.67%2026-03-312026-05-11

DIS DISNEY WALT CO7.2K shares12.03%2026-03-312026-05-11

QCOM QUALCOMM INC5.3K shares-29.65%2026-03-312026-05-11

CGSM CAPITAL GRP FIXED INCM ETF T25.7K sharesnew addition2026-03-312026-05-11

Sponsored

VTEB VANGUARD MUN BD FDS13.5K shares-0.77%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K shares304.58%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC3.3K shares47.61%2026-03-312026-05-11

STT STATE STR CORP5.3K sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP3.2K shares765.14%2026-03-312026-05-11

MTD METTLER TOLEDO INTERNATIONAL512 shares8433.33%2026-03-312026-05-11

WMB WILLIAMS COS INC8.9K shares68.49%2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC7.1K shares31.86%2026-03-312026-05-11

Sponsored

XLK SELECT SECTOR SPDR TR4.8K shares215.99%2026-03-312026-05-11

CTAS CINTAS CORP3.7K shares454.93%2026-03-312026-05-11

DKS DICKS SPORTING GOODS INC3.1K sharesnew addition2026-03-312026-05-11

AFG AMERICAN FINANCIAL GROUP INC4.9K shares2.10%2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP6.3K shares21.49%2026-03-312026-05-11

MAR MARRIOTT INTL INC NEW1.9K shares2.77%2026-03-312026-05-11

CB CHUBB LTD SWITZ1.9K shares68.55%2026-03-312026-05-11

VLO VALERO ENERGY CORP2.4K shares141.51%2026-03-312026-05-11

Sponsored

SCHF SCHWAB STRATEGIC TR24.1K shares-0.82%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC2.2K shares56.59%2026-03-312026-05-11

SNA SNAP ON INC1.6K shares2.59%2026-03-312026-05-11

CVS CVS HEALTH CORP8.0K shares72.93%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR5.7K shares-10.93%2026-03-312026-05-11

SDY SPDR SERIES TRUST3.9K shares3.05%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD3.5K shares17165.00%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR3.8K shares-6.17%2026-03-312026-05-11

Sponsored

EMR EMERSON ELEC CO4.2K shares135.16%2026-03-312026-05-11

SBUX STARBUCKS CORP6.2K shares125.42%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY7.0K shares1.24%2026-03-312026-05-11

IVE ISHARES TR2.6K shares115.23%2026-03-312026-05-11

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EBAY EBAY INC.6.1K shares194.98%2026-03-312026-05-11

LH LABCORP HOLDINGS INC2.1K sharesnew addition2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC5.6K shares-5.29%2026-03-312026-05-11

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VYMI VANGUARD WHITEHALL FDS5.7K shares-23.37%2026-03-312026-05-11

IYE ISHARES TR8.3K shares0.00%2026-03-312026-05-11

BITWISE FUNDS TRUST BITWISE FUNDS TRUST28.4K shares10.51%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN3.3K shares334.35%2026-03-312026-05-11

IR INGERSOLL RAND INC6.6K shares2.19%2026-03-312026-05-11

IBHL ISHARES TR20.9K sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC1.6K shares92.70%2026-03-312026-05-11

VB VANGUARD INDEX FDS2.0K shares105.79%2026-03-312026-05-11

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MMC MARSH & MCLENNAN COS INC3.0K shares86.98%2026-03-312026-05-11

AVES AMERICAN CENTY ETF TR8.7K shares-7.23%2026-03-312026-05-11

SHOP SHOPIFY INC4.3K shares-2.19%2026-03-312026-05-11

SHLD GLOBAL X FDS7.2K sharesnew addition2026-03-312026-05-11

PH PARKER-HANNIFIN CORP567 shares247.85%2026-03-312026-05-11

BXMT BLACKSTONE MORTGAGE TRUST IN26.4K shares-9.18%2026-03-312026-05-11

QTUM ETF SER SOLUTIONS4.7K shares0.00%2026-03-312026-05-11

TYL TYLER TECHNOLOGIES INC1.5K shares-27.63%2026-03-312026-05-11

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XLU SELECT SECTOR SPDR TR11.0K shares168.82%2026-03-312026-05-11

T AT&T INC17.3K shares15.04%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I1.7K shares52.58%2026-03-312026-05-11

STWD STARWOOD PPTY TR INC28.8K shares0.00%2026-03-312026-05-11

KLAC KLA CORP335 shares40.17%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC1.3K shares-0.39%2026-03-312026-05-11

IBHF ISHARES TR21.4K shares0.24%2026-03-312026-05-11

VOT VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-11

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ARKK ARK ETF TR7.1K shares5800.00%2026-03-312026-05-11

CRM SALESFORCE INC2.6K shares165.09%2026-03-312026-05-11

AIG AMERICAN INTL GROUP INC6.3K shares0.56%2026-03-312026-05-11

SYK STRYKER CORPORATION1.4K shares21.98%2026-03-312026-05-11

BALL BALL CORP7.9K shares4296.65%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC3.2K shares-0.31%2026-03-312026-05-11

SPYV SPDR SERIES TRUST8.2K shares2.10%2026-03-312026-05-11

GLW CORNING INC3.4K shares2156.38%2026-03-312026-05-11

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VGT VANGUARD WORLD FD654 shares1133.96%2026-03-312026-05-11

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PWV INVESCO EXCHANGE TRADED FD T6.5K shares0.00%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F8.9K sharesnew addition2026-03-312026-05-11

CHAT TIDAL TRUST II7.3K shares728100.00%2026-03-312026-05-11

DON WISDOMTREE TR8.5K shares1.47%2026-03-312026-05-11

EXC EXELON CORP8.9K shares61.11%2026-03-312026-05-11

DEMZ ADVISORS INNER CIRCLE FD III10.8K shares0.96%2026-03-312026-05-11

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VTIP VANGUARD MALVERN FDS8.4K shares0.00%2026-03-312026-05-11

LDUR PIMCO ETF TR4.4K shares-31.80%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP2.0K shares26.91%2026-03-312026-05-11

ROL ROLLINS INC7.8K sharesnew addition2026-03-312026-05-11

ATLASSIAN CORPORATION ATLASSIAN CORPORATION6.1K shares0.00%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC7.0K shares11.26%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.2K shares762.00%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP1.4K shares50.58%2026-03-312026-05-11

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TRV TRAVELERS COMPANIES INC1.4K shares492.83%2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES INC25.9K shares375.76%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR6.6K shares28.29%2026-03-312026-05-11

DOL WISDOMTREE TR5.9K shares0.00%2026-03-312026-05-11

CHDN CHURCHILL DOWNS INC4.4K shares0.16%2026-03-312026-05-11

VOE VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-05-11

CTVA CORTEVA INC4.7K shares63.98%2026-03-312026-05-11

ADI ANALOG DEVICES INC1.2K shares25.28%2026-03-312026-05-11

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DELL DELL TECHNOLOGIES INC2.3K shares6.50%2026-03-312026-05-11

HSY HERSHEY CO1.8K shares134.35%2026-03-312026-05-11

FDS FACTSET RESH SYS INC1.7K shares539.77%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION2.8K shares10.94%2026-03-312026-05-11

IT GARTNER INC2.3K shares3688.33%2026-03-312026-05-11

SO SOUTHERN CO3.7K shares19.09%2026-03-312026-05-11

VOLT TEMA ETF TRUST10.4K sharesnew addition2026-03-312026-05-11

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BITB BITWISE BITCOIN ETF TR9.7K shares46.67%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR12.8K shares0.00%2026-03-312026-05-11

DVY ISHARES TR2.3K shares245.56%2026-03-312026-05-11

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KMI KINDER MORGAN INC DEL10.2K shares61.95%2026-03-312026-05-11

HAL HALLIBURTON CO8.6K shares31.22%2026-03-312026-05-11

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OHI OMEGA HEALTHCARE INVS INC7.7K shares490.02%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC3.8K shares461.44%2026-03-312026-05-11

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GDX VANECK ETF TRUST3.6K shares-10.03%2026-03-312026-05-11

PULS PGIM ETF TR6.5K shares-73.61%2026-03-312026-05-11

IDV ISHARES TR7.5K shares24.93%2026-03-312026-05-11

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TSCO TRACTOR SUPPLY CO7.0K sharesnew addition2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR6.5K shares0.00%2026-03-312026-05-11

ELV ELEVANCE HEALTH INC FORMERLY1.1K shares3.35%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR10.8K shares0.04%2026-03-312026-05-11

PAYX PAYCHEX INC3.4K shares145.38%2026-03-312026-05-11

FTEC FIDELITY COVINGTON TRUST1.5K shares11.37%2026-03-312026-05-11

CBRE CBRE GROUP INC2.3K shares397.63%2026-03-312026-05-11

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FDX FEDEX CORP860 sharesnew addition2026-03-312026-05-11

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PANW PALO ALTO NETWORKS INC1.9K shares480.25%2026-03-312026-05-11

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OEF ISHARES TR945 shares46.97%2026-03-312026-05-11

MET METLIFE INC4.2K shares15.32%2026-03-312026-05-11

NEM NEWMONT CORP2.7K shares17.82%2026-03-312026-05-11

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FLRN SPDR SERIES TRUST9.5K shares-13.46%2026-03-312026-05-11

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EMN EASTMAN CHEM CO3.6K sharesnew addition2026-03-312026-05-11

FNB F N B CORP16.8K sharesnew addition2026-03-312026-05-11

VNQ VANGUARD INDEX FDS3.1K shares0.00%2026-03-312026-05-11

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MDLZ MONDELEZ INTL INC4.8K shares53.75%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC6.0K shares77.33%2026-03-312026-05-11

CGNG CAPITAL GROUP NEW GEOGRAPHY8.6K sharesnew addition2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC3.8K shares23.83%2026-03-312026-05-11

CHD CHURCH & DWIGHT CO INC2.9K shares937.28%2026-03-312026-05-11

AMAT APPLIED MATLS INC788 shares196.24%2026-03-312026-05-11

SMIG ETF SER SOLUTIONS9.0K sharesnew addition2026-03-312026-05-11

APH AMPHENOL CORP2.1K shares19.63%2026-03-312026-05-11

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WDAY WORKDAY INC2.0K shares3930.61%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD2.5K shares0.00%2026-03-312026-05-11

SCCO SOUTHERN COPPER CORP1.5K shares0.82%2026-03-312026-05-11

SCHK SCHWAB STRATEGIC TR8.0K shares0.00%2026-03-312026-05-11

BDX BECTON DICKINSON & CO1.6K shares24.96%2026-03-312026-05-11

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SPGM SPDR INDEX SHS FDS3.3K shares-0.21%2026-03-312026-05-11

CSX CSX CORP6.0K shares-40.58%2026-03-312026-05-11

SCHY SCHWAB STRATEGIC TR7.7K shares67.68%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR8.4K shares-2.33%2026-03-312026-05-11

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COKE COCA COLA CONS INC1.3K shares950.83%2026-03-312026-05-11

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OKTA OKTA INC3.0K shares0.00%2026-03-312026-05-11

DHR DANAHER CORP DEL1.2K shares11.96%2026-03-312026-05-11

NFG NATIONAL FUEL GAS CO2.5K sharesnew addition2026-03-312026-05-11

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DTE DTE ENERGY CO1.6K shares5.10%2026-03-312026-05-11

DES WISDOMTREE TR6.4K shares1.21%2026-03-312026-05-11

SUB ISHARES TR2.2K shares-1.14%2026-03-312026-05-11

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KHC KRAFT HEINZ CO10.3K shares544.84%2026-03-312026-05-11

VPLS VANGUARD MALVERN FDS3.0K shares15.56%2026-03-312026-05-11

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SPG SIMON PPTY GROUP INC NEW1.2K shares1446.15%2026-03-312026-05-11

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YUM YUM BRANDS INC1.4K shares565.85%2026-03-312026-05-11

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IUSV ISHARES TR2.0K shares0.00%2026-03-312026-05-11

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IWV ISHARES TR550 shares0.00%2026-03-312026-05-11

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TTWO TAKE-TWO INTERACTIVE SOFTWAR1.0K shares920.41%2026-03-312026-05-11

STCE SCHWAB STRATEGIC TR3.8K sharesnew addition2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC484 shares-0.41%2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES I2.7K shares146.75%2026-03-312026-05-11

ZTS ZOETIS INC1.6K shares465.97%2026-03-312026-05-11

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FI FISERV INC3.5K shares1187.31%2026-03-312026-05-11

JMST J P MORGAN EXCHANGE TRADED F3.8K sharesnew addition2026-03-312026-05-11

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SYM SYMBOTIC INC3.6K shares0.00%2026-03-312026-05-11

FNDA SCHWAB STRATEGIC TR5.8K shares1.37%2026-03-312026-05-11

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HCA HCA HEALTHCARE INC386 shares436.11%2026-03-312026-05-11

ACWX ISHARES TR2.6K shares0.00%2026-03-312026-05-11

NVS NOVARTIS AG1.2K shares39.57%2026-03-312026-05-11

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BF.A BROWN FORMAN CORP6.3K shares93.45%2026-03-312026-05-11

LNG CHENIERE ENERGY INC596 shares204.08%2026-03-312026-05-11

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SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC2.1K shares39.60%2026-03-312026-05-11

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MKC MCCORMICK & CO INC3.1K shares70.44%2026-03-312026-05-11

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EFV ISHARES TR2.0K shares0.00%2026-03-312026-05-11

GPC GENUINE PARTS CO1.4K shares0.00%2026-03-312026-05-11

LDOS LEIDOS HOLDINGS INC956 shares15.60%2026-03-312026-05-11

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TMUS T-MOBILE US INC690 shares2.99%2026-03-312026-05-11

CHKP CHECK POINT SOFTWARE TECH LT1.0K sharesnew addition2026-03-312026-05-11

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FNDE SCHWAB STRATEGIC TR3.7K shares0.00%2026-03-312026-05-11

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PFF ISHARES TR4.6K shares0.00%2026-03-312026-05-11

PWR QUANTA SVCS INC253 shares38.25%2026-03-312026-05-11

REM ISHARES TR6.5K shares0.00%2026-03-312026-05-11

PDP INVESCO EXCHANGE TRADED FD T1.1K shares0.00%2026-03-312026-05-11

TXG 10X GENOMICS INC6.4K shares0.00%2026-03-312026-05-11

DTM DT MIDSTREAM INC1.0K shares0.00%2026-03-312026-05-11

EFAV ISHARES TR1.5K shares642.00%2026-03-312026-05-11

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GIS GENERAL MILLS INC3.5K shares0.68%2026-03-312026-05-11

VONV VANGUARD SCOTTSDALE FDS1.4K shares970.77%2026-03-312026-05-11

ET ENERGY TRANSFER L P6.7K shares3.66%2026-03-312026-05-11

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ESGU ISHARES TR865 shares0.00%2026-03-312026-05-11

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STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC1.7K shares14166.67%2026-03-312026-05-11

NOC NORTHROP GRUMMAN CORP178 shares61.82%2026-03-312026-05-11

AEM AGNICO EAGLE MINES LTD597 shares198.50%2026-03-312026-05-11

KKR & CO INC KKR & CO INC1.3K shares-4.04%2026-03-312026-05-11

NVO NOVO-NORDISK A S3.2K shares6254.00%2026-03-312026-05-11

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NOW SERVICENOW INC1.1K shares192.95%2026-03-312026-05-11

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LHX L3HARRIS TECHNOLOGIES INC339 shares44.26%2026-03-312026-05-11

BP BP PLC2.5K shares-14.35%2026-03-312026-05-11

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XLI SELECT SECTOR SPDR TR718 shares0.14%2026-03-312026-05-11

EOG EOG RES INC800 shares24.42%2026-03-312026-05-11

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CHRW C H ROBINSON WORLDWIDE IN678 shares2847.83%2026-03-312026-05-11

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FENY FIDELITY COVINGTON TRUST3.3K shares-22.40%2026-03-312026-05-11

UTHR UNITED THERAPEUTICS CORP DEL188 shares0.00%2026-03-312026-05-11

STZ CONSTELLATION BRANDS INC743 shares54.47%2026-03-312026-05-11

BBY BEST BUY INC1.7K shares0.06%2026-03-312026-05-11

Sponsored

DIA STATE STR SPDR DOW JONES IND237 shares72.99%2026-03-312026-05-11

NCLH NORWEGIAN CRUISE LINE HLDGS5.9K shares-13.77%2026-03-312026-05-11

ENB ENBRIDGE INC2.0K shares234.38%2026-03-312026-05-11

RSG REPUBLIC SVCS INC482 shares115.18%2026-03-312026-05-11

CRSP CRISPR THERAPEUTICS AG2.2K shares0.00%2026-03-312026-05-11

ARM ARM HOLDINGS PLC684 shares0.00%2026-03-312026-05-11

IBB ISHARES TR600 shares0.00%2026-03-312026-05-11

WAT WATERS CORP334 shares507.27%2026-03-312026-05-11

Sponsored

XJR ISHARES TR2.3K shares0.00%2026-03-312026-05-11

SHEL SHELL PLC1.1K shares-2.03%2026-03-312026-05-11

FXL FIRST TR EXCHANGE-TRADED FD616 shares0.00%2026-03-312026-05-11

FFBC 1ST FINL BANCORP3.5K shares0.00%2026-03-312026-05-11

VANGUARD INDEX FDS

3.36%

Shares474.3K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

1.36%

Shares1.6M

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

4.49%

Shares148.0K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

-1.56%

Shares4.2M

Event2026-03-31

Filed2026-05-11

SPSB

SPDR SERIES TRUST

1.02%

Shares3.0M

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

0.42%

Shares1.2M

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

6.70%

Shares1.1M

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

1.61%

Shares2.8M

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

6.95%

Shares1.2M

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

35008.69%

Shares844.0K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

486.87%

Shares1.8M

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

1.90%

Shares270.0K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-0.37%

Shares69.2K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

7.46%

Shares362.2K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

50974.88%

Shares211.4K

Event2026-03-31

Filed2026-05-11

USIG

ISHARES TR

-0.43%

Shares759.8K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-3.55%

Shares376.2K

Event2026-03-31

Filed2026-05-11

DIVI

FRANKLIN TEMPLETON ETF TR

New

Shares812.2K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

3265.80%

Shares317.3K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

22.41%

Shares110.3K

Event2026-03-31

Filed2026-05-11

BCI

ABRDN ETFS

-0.61%

Shares1.1M

Event2026-03-31

Filed2026-05-11

CGCP

CAPITAL GRP FIXED INCM ETF T

New

Shares1.1M

Event2026-03-31

Filed2026-05-11

JSCP

J P MORGAN EXCHANGE TRADED F

New

Shares509.0K

Event2026-03-31

Filed2026-05-11

DFAE

DIMENSIONAL ETF TRUST

New

Shares645.4K

Event2026-03-31

Filed2026-05-11

TBUX

T ROWE PRICE ETF INC

New

Shares421.8K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-3.63%

Shares737.2K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

32.38%

Shares103.4K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

19.67%

Shares44.3K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

2324.13%

Shares37.7K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

15.69%

Shares163.1K

Event2026-03-31

Filed2026-05-11

AVUS

AMERICAN CENTY ETF TR

-5.37%

Shares135.5K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

1.26%

Shares30.4K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-0.59%

Shares21.0K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

101.81%

Shares81.1K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

New

Shares195.1K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

468.46%

Shares72.3K

Event2026-03-31

Filed2026-05-11

SPIB

SPDR SERIES TRUST

New

Shares304.3K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

-4.48%

Shares116.2K

Event2026-03-31

Filed2026-05-11

IBDU

ISHARES TR

14.36%

Shares424.3K

Event2026-03-31

Filed2026-05-11

IWM

ISHARES TR

-19.31%

Shares37.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

8.94%

Shares31.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

20.38%

Shares38.5K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK ETF TRUST

-2.79%

Shares82.9K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

24.27%

Shares26.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

37.97%

Shares22.4K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

-18.30%

Shares74.4K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

32.97%

Shares14.0K

Event2026-03-31

Filed2026-05-11

IBDX

ISHARES TR

139.43%

Shares255.0K

Event2026-03-31

Filed2026-05-11

IBDT

ISHARES TR

3.57%

Shares251.7K

Event2026-03-31

Filed2026-05-11

VWO

VANGUARD INTL EQUITY INDEX F

-16.38%

Shares116.3K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

1227.59%

Shares63.1K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

-6.11%

Shares135.1K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

11.22%

Shares19.3K

Event2026-03-31

Filed2026-05-11

IBDS

ISHARES TR

4.20%

Shares251.7K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

28.78%

Shares24.4K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

21.86%

Shares9.8K

Event2026-03-31

Filed2026-05-11

IBDR

ISHARES TR

0.63%

Shares230.5K

Event2026-03-31

Filed2026-05-11

IGLB

ISHARES TR

3.67%

Shares111.9K

Event2026-03-31

Filed2026-05-11

VISA INC

12.20%

Shares17.7K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-1.22%

Shares24.1K

Event2026-03-31

Filed2026-05-11

VIGI

VANGUARD WHITEHALL FDS

-0.12%

Shares55.7K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

20.77%

Shares27.9K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

-7.21%

Shares77.1K

Event2026-03-31

Filed2026-05-11