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The Analysis of Medallion Wealth Advisors, LLC's Holdings & P&L

Currently, Medallion Wealth Advisors, LLC holds 1121 types of securities in its portfolio with a total value $306.3M. In the most recent quarter, they have increased their positions in NVDA (+11.5K shares, valued at $2.0M), PYLD (+53.6K shares, valued at $1.4M), SCHX (+41.4K shares, valued at $1.1M); decreased their positions in JPST (-22.9K shares, valued at $1.2M), GSY (-18.9K shares, valued at $948.5K), SCHD (-28.4K shares, valued at $870.4K); initiated new positions in JPEF (+10.9K shares, valued at $786.0K), AIRR (+2.9K shares, valued at $321.6K), REVS (+9.0K shares, valued at $257.6K).

1M P&L

-58.4K-0.02%

3M P&L

-9.3M-2.86%

HY P&L

-3.4M-1.05%

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/A201.0M

69.7%

2Semiconductors10.0M

3.5%

3Internet Retail6.4M

2.2%

Top Industries by Stock Count

1N/A494 stocks

47.5%

2Software - Application24 stocks

2.3%

3Semiconductors15 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JAAA JANUS DETROIT STR TR337.9K shares5.01%2026-03-312026-04-24

VTI VANGUARD INDEX FDS26.6K shares-0.38%2026-03-312026-04-24

NVDA NVIDIA CORPORATION47.0K shares32.23%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR316.0K shares15.06%2026-03-312026-04-24

AMZN AMAZON COM INC30.3K shares1.39%2026-03-312026-04-24

IVV ISHARES TR8.1K shares6.34%2026-03-312026-04-24

VV VANGUARD INDEX FDS15.8K shares4.53%2026-03-312026-04-24

SPTM SPDR SERIES TRUST59.6K shares5.68%2026-03-312026-04-24

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F93.3K shares4.54%2026-03-312026-04-24

AAPL APPLE INC17.3K shares7.68%2026-03-312026-04-24

VFQY VANGUARD WELLINGTON FD27.5K shares5.01%2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II73.7K shares16.84%2026-03-312026-04-24

DFAI DIMENSIONAL ETF TRUST97.6K shares3.97%2026-03-312026-04-24

COWZ PACER FDS TR60.0K shares2.56%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS6.0K shares3.83%2026-03-312026-04-24

DFVX DIMENSIONAL ETF TRUST46.8K shares14.16%2026-03-312026-04-24

Sponsored

MSFT MICROSOFT CORP9.4K shares11.95%2026-03-312026-04-24

FDVV FIDELITY COVINGTON TRUST60.2K shares22.63%2026-03-312026-04-24

PYLD PIMCO ETF TR122.8K shares77.41%2026-03-312026-04-24

SCHB SCHWAB STRATEGIC TR121.0K shares4.33%2026-03-312026-04-24

AME AMETEK INC13.9K shares0.00%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO9.5K shares4.02%2026-03-312026-04-24

VTV VANGUARD INDEX FDS12.8K shares-2.78%2026-03-312026-04-24

ARKK ARK ETF TR37.2K shares-4.57%2026-03-312026-04-24

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD53.5K shares-1.50%2026-03-312026-04-24

VXUS VANGUARD STAR FDS32.5K shares3.62%2026-03-312026-04-24

VUG VANGUARD INDEX FDS5.6K shares-0.42%2026-03-312026-04-24

XOM EXXON MOBIL CORP14.5K shares-0.01%2026-03-312026-04-24

SCHG SCHWAB STRATEGIC TR80.5K shares5.73%2026-03-312026-04-24

JPIE J P MORGAN EXCHANGE TRADED F48.4K shares78.47%2026-03-312026-04-24

TOTL SSGA ACTIVE ETF TR54.9K shares5.76%2026-03-312026-04-24

SDVY FIRST TR EXCHANGE TRADED FD53.6K shares13.21%2026-03-312026-04-24

Sponsored

DFAE DIMENSIONAL ETF TRUST62.4K shares2.83%2026-03-312026-04-24

VYM VANGUARD WHITEHALL FDS14.1K shares-2.06%2026-03-312026-04-24

DFIV DIMENSIONAL ETF TRUST38.2K shares4.27%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON8.0K shares14.80%2026-03-312026-04-24

SPYM SPDR SERIES TRUST25.0K shares-6.95%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR14.2K shares7.79%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD27.6K shares20.95%2026-03-312026-04-24

VO VANGUARD INDEX FDS6.5K shares1.36%2026-03-312026-04-24

Sponsored

FNDF SCHWAB STRATEGIC TR38.3K shares3.51%2026-03-312026-04-24

CSX CSX CORP45.0K shares-0.63%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE43.1K shares21.48%2026-03-312026-04-24

SCHM SCHWAB STRATEGIC TR58.3K shares4.43%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.6K shares-3.30%2026-03-312026-04-24

UNP UNION PAC CORP6.8K shares0.00%2026-03-312026-04-24

VNLA JANUS DETROIT STR TR33.3K shares-5.51%2026-03-312026-04-24

BF.B BROWN FORMAN CORP60.3K shares-15.52%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC5.5K shares0.81%2026-03-312026-04-24

SPMO INVESCO EXCH TRADED FD TR II13.7K shares5.44%2026-03-312026-04-24

VNQ VANGUARD INDEX FDS17.1K shares7.38%2026-03-312026-04-24

STT STATE STR CORP11.8K shares0.00%2026-03-312026-04-24

ALPHABET INC ALPHABET INC4.9K shares1.90%2026-03-312026-04-24

BROADCOM INC BROADCOM INC4.3K shares8.53%2026-03-312026-04-24

JGLO J P MORGAN EXCHANGE TRADED F20.2K shares4.67%2026-03-312026-04-24

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO24.9K shares-1.04%2026-03-312026-04-24

Sponsored

JBBB JANUS DETROIT STR TR27.7K shares71.69%2026-03-312026-04-24

FNDX SCHWAB STRATEGIC TR45.5K shares6.94%2026-03-312026-04-24

VB VANGUARD INDEX FDS4.8K shares-0.54%2026-03-312026-04-24

ITW ILLINOIS TOOL WKS INC4.7K shares0.00%2026-03-312026-04-24

JMBS JANUS DETROIT STR TR26.9K shares19.82%2026-03-312026-04-24

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY15.1K shares0.00%2026-03-312026-04-24

IMTM ISHARES TR24.5K shares7.61%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS18.3K shares-0.80%2026-03-312026-04-24

Sponsored

T AT&T INC38.2K shares7.60%2026-03-312026-04-24

GWW WW GRAINGER INC1.0K shares0.00%2026-03-312026-04-24

CSCO CISCO SYS INC14.0K shares11.22%2026-03-312026-04-24

GSY INVESCO ACTIVELY MANAGED EXC21.6K shares-46.75%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST30.4K shares0.72%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS4.9K shares-3.72%2026-03-312026-04-24

PG PROCTER & GAMBLE CO7.3K shares3.42%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS22.9K shares8.30%2026-03-312026-04-24

Sponsored

WAB WABTEC4.1K shares-0.07%2026-03-312026-04-24

JQUA J P MORGAN EXCHANGE TRADED F16.8K shares-25.40%2026-03-312026-04-24

WMT WALMART INC8.3K shares-0.53%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS4.0K shares12.10%2026-03-312026-04-24

UI UBIQUITI INC1.2K shares0.00%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F17.2K shares-1.69%2026-03-312026-04-24

FTCB FIRST TR EXCHANGE-TRADED FD42.5K shares112.86%2026-03-312026-04-24

KO COCA COLA CO11.7K shares1.15%2026-03-312026-04-24

Sponsored

DFAT DIMENSIONAL ETF TRUST13.9K shares-0.44%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS11.5K shares-10.64%2026-03-312026-04-24

TXN TEXAS INSTRS INC4.2K shares7.18%2026-03-312026-04-24

VBR VANGUARD INDEX FDS3.7K shares9.33%2026-03-312026-04-24

HD HOME DEPOT INC2.4K shares6.11%2026-03-312026-04-24

LVHI LEGG MASON ETF INVT19.6K shares-9.56%2026-03-312026-04-24

JPEF J P MORGAN EXCHANGE TRADED F10.9K sharesnew addition2026-03-312026-04-24

FTGS FIRST TR EXCHANGE-TRADED FD22.6K shares-0.86%2026-03-312026-04-24

Sponsored

ARKW ARK ETF TR6.4K shares-2.67%2026-03-312026-04-24

FNDA SCHWAB STRATEGIC TR22.6K shares7.96%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION732 shares-7.34%2026-03-312026-04-24

FRDM EA SERIES TRUST13.3K shares-0.86%2026-03-312026-04-24

SDSI AMERICAN CENTY ETF TR14.2K shares-13.03%2026-03-312026-04-24

CARR CARRIER GLOBAL CORPORATION12.8K shares-0.42%2026-03-312026-04-24

DFAU DIMENSIONAL ETF TRUST15.6K shares-6.93%2026-03-312026-04-24

BRLN BLACKROCK ETF TRUST II13.8K shares-11.25%2026-03-312026-04-24

Sponsored

UNH UNITEDHEALTH GROUP INC2.6K shares10.31%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR11.4K shares33.63%2026-03-312026-04-24

SSD SIMPSON MFG INC4.0K shares0.00%2026-03-312026-04-24

JSI JANUS DETROIT STR TR13.0K shares334.50%2026-03-312026-04-24

CAT CATERPILLAR INC937 shares7.45%2026-03-312026-04-24

SPHD INVESCO EXCH TRADED FD TR II13.4K shares-2.32%2026-03-312026-04-24

CIBR FIRST TR EXCHANGE-TRADED FD10.4K shares-0.24%2026-03-312026-04-24

SRLN SSGA ACTIVE ETF TR15.7K shares-0.89%2026-03-312026-04-24

Sponsored

SPMD SPDR SERIES TRUST10.5K shares-0.64%2026-03-312026-04-24

SPDR SERIES TRUST SPDR SERIES TRUST6.4K shares1.49%2026-03-312026-04-24

VGK VANGUARD INTL EQUITY INDEX F7.3K shares7.15%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC143 shares0.00%2026-03-312026-04-24

AVDE AMERICAN CENTY ETF TR7.1K shares11332.26%2026-03-312026-04-24

ROE EA SERIES TRUST17.0K shares1.39%2026-03-312026-04-24

RCS PIMCO STRATEGIC INCOME FD111.4K shares-1.22%2026-03-312026-04-24

GLD SPDR GOLD TR1.4K shares-11.37%2026-03-312026-04-24

Sponsored

SCHH SCHWAB STRATEGIC TR27.3K shares7.25%2026-03-312026-04-24

CVX CHEVRON CORPORATION2.8K shares24.51%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC4.7K shares19.40%2026-03-312026-04-24

ABBV ABBVIE INC2.5K shares-3.30%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III31.0K shares-4.46%2026-03-312026-04-24

SCHE SCHWAB STRATEGIC TR16.3K shares7.59%2026-03-312026-04-24

BOND PIMCO ETF TR5.8K shares89.63%2026-03-312026-04-24

OTIS OTIS WORLDWIDE CORP6.9K shares-0.25%2026-03-312026-04-24

Sponsored

SCHD SCHWAB STRATEGIC TR17.0K shares-62.47%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.8K shares-3.64%2026-03-312026-04-24

HSBC HSBC HLDGS PLC6.3K shares0.00%2026-03-312026-04-24

IJR ISHARES TR4.1K shares-1.15%2026-03-312026-04-24

TSLA TESLA INC1.4K shares17.32%2026-03-312026-04-24

LAM RESEARCH CORP LAM RESEARCH CORP2.4K shares-0.46%2026-03-312026-04-24

KORP AMERICAN CENTY ETF TR10.7K shares8.06%2026-03-312026-04-24

PFE PFIZER INC17.8K shares8.18%2026-03-312026-04-24

Sponsored

ETW EATON VANCE TAX-MANAGED GLOB56.7K shares0.73%2026-03-312026-04-24

META META PLATFORMS INC869 shares3.70%2026-03-312026-04-24

PEP PEPSICO INC3.2K shares17.38%2026-03-312026-04-24

AOR ISHARES TR7.6K shares0.00%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD5.0K shares-3.56%2026-03-312026-04-24

BAC BANK AMERICA CORP9.6K shares0.03%2026-03-312026-04-24

MGC VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-24

ORCL ORACLE CORP3.1K shares7.40%2026-03-312026-04-24

Sponsored

PDT HANCOCK JOHN PREM DIVID FD34.6K shares-0.38%2026-03-312026-04-24

ICF ISHARES TR7.3K shares-1.66%2026-03-312026-04-24

F FORD MTR CO39.1K shares7.73%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC8.9K shares-7.69%2026-03-312026-04-24

GTO INVESCO ACTIVELY MANAGED EXC9.5K shares-2.87%2026-03-312026-04-24

GLW CORNING INC3.3K shares1.02%2026-03-312026-04-24

AMGN AMGEN INC1.3K shares13.74%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL917 shares-0.43%2026-03-312026-04-24

Sponsored

NSC NORFOLK SOUTHN CORP1.5K shares0.00%2026-03-312026-04-24

HON HONEYWELL INTL INC1.9K shares27.01%2026-03-312026-04-24

JHMM JOHN HANCOCK EXCHANGE TRADED6.3K shares-3.18%2026-03-312026-04-24

HSY HERSHEY CO2.0K shares0.00%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR2.8K shares-55.13%2026-03-312026-04-24

RECS COLUMBIA ETF TR I10.6K shares8144.96%2026-03-312026-04-24

DON WISDOMTREE TR7.8K shares-3.42%2026-03-312026-04-24

ARKQ ARK ETF TR3.6K shares-0.66%2026-03-312026-04-24

Sponsored

VOE VANGUARD INDEX FDS2.2K shares-9.08%2026-03-312026-04-24

AHR AMERICAN HEALTHCARE REIT INC8.4K shares-11.32%2026-03-312026-04-24

TOTALENERGIES SE TOTALENERGIES SE4.2K shares0.00%2026-03-312026-04-24

INDB INDEPENDENT BK CORP MASS5.1K shares-10.45%2026-03-312026-04-24

ARISTA NETWORKS INC ARISTA NETWORKS INC3.1K shares-0.51%2026-03-312026-04-24

JPST J P MORGAN EXCHANGE TRADED F7.6K shares-75.14%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC2.6K shares58.20%2026-03-312026-04-24

VOT VANGUARD INDEX FDS1.5K shares-7.55%2026-03-312026-04-24

Sponsored

IXUS ISHARES TR4.3K shares0.00%2026-03-312026-04-24

BLACKSTONE INC BLACKSTONE INC3.3K shares0.40%2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS INC857 shares0.00%2026-03-312026-04-24

PFFD GLOBAL X FDS20.0K shares-5.07%2026-03-312026-04-24

SPAB SPDR SERIES TRUST14.3K shares-30.42%2026-03-312026-04-24

OBND SSGA ACTIVE TR14.1K shares1.44%2026-03-312026-04-24

SCHA SCHWAB STRATEGIC TR12.4K shares5.39%2026-03-312026-04-24

BIL SPDR SERIES TRUST3.9K shares-38.37%2026-03-312026-04-24

Sponsored

ESGV VANGUARD WORLD FD3.2K shares2.67%2026-03-312026-04-24

VGT VANGUARD WORLD FD505 shares17.99%2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II4.8K shares0.00%2026-03-312026-04-24

ARKG ARK ETF TR13.2K shares-0.17%2026-03-312026-04-24

EMR EMERSON ELEC CO2.7K shares0.00%2026-03-312026-04-24

BMO BANK MONTREAL MEDIUM2.6K shares-5.37%2026-03-312026-04-24

RTX RTX CORPORATION1.8K shares-5.61%2026-03-312026-04-24

TRV TRAVELERS COMPANIES INC1.2K shares-10.53%2026-03-312026-04-24

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-04-24

CSB VICTORY PORTFOLIOS II5.4K shares-2.64%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T4.4K shares-5.03%2026-03-312026-04-24

AIRR FIRST TR EXCHANGE TRADED FD2.9K sharesnew addition2026-03-312026-04-24

GEV GE VERNOVA INC364 shares0.00%2026-03-312026-04-24

LLY ELI LILLY & CO343 shares20.35%2026-03-312026-04-24

MDY STATE STR SPDR S&P MIDCAP 40511 shares-2.48%2026-03-312026-04-24

VHT VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-24

Sponsored

CGGR CAPITAL GROUP GROWTH ETF7.7K shares10.79%2026-03-312026-04-24

EA ELECTRONIC ARTS INC1.5K shares0.00%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC1.8K shares0.05%2026-03-312026-04-24

FNDE SCHWAB STRATEGIC TR7.9K shares6.29%2026-03-312026-04-24

MCD MCDONALDS CORP936 shares27.69%2026-03-312026-04-24

FYT FIRST TR EXCHANGE-TRADED ALP4.7K shares-8.98%2026-03-312026-04-24

IYH ISHARES TR4.7K shares-2.09%2026-03-312026-04-24

BLDR BUILDERS FIRSTSOURCE INC3.5K shares0.00%2026-03-312026-04-24

Sponsored

EFA ISHARES TR3.0K shares-2.51%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR5.8K shares-7.80%2026-03-312026-04-24

LGOV FIRST TR EXCHANGE-TRADED FD13.2K shares-12.75%2026-03-312026-04-24

XLG INVESCO EXCHANGE TRADED FD T5.2K shares0.40%2026-03-312026-04-24

UDR UDR INC8.4K shares0.00%2026-03-312026-04-24

QQQM INVESCO EXCH TRADED FD TR II1.2K shares9.12%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC2.5K shares5.05%2026-03-312026-04-24

INTC INTEL CORP6.3K shares-7.98%2026-03-312026-04-24

Sponsored

COF CAPITAL ONE FINL CORP1.5K shares-2.86%2026-03-312026-04-24

LOW LOWES COS INC1.2K shares0.00%2026-03-312026-04-24

ARKF ARK ETF TR7.3K shares-1.35%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC563 shares0.00%2026-03-312026-04-24

IJH ISHARES TR4.0K shares-9.64%2026-03-312026-04-24

IWF ISHARES TR632 shares0.00%2026-03-312026-04-24

EZM WISDOMTREE TR4.0K shares-1.61%2026-03-312026-04-24

VXF VANGUARD INDEX FDS1.3K shares4.57%2026-03-312026-04-24

Sponsored

BA BOEING CO1.3K shares0.38%2026-03-312026-04-24

DFAR DIMENSIONAL ETF TRUST11.1K shares0.00%2026-03-312026-04-24

CMCSA COMCAST CORP NEW9.2K shares20.57%2026-03-312026-04-24

BP BP PLC5.5K shares-1.20%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR2.9K shares243.49%2026-03-312026-04-24

REVS COLUMBIA ETF TR I9.0K sharesnew addition2026-03-312026-04-24

EFAV ISHARES TR2.8K shares0.00%2026-03-312026-04-24

FIXD FIRST TR EXCHNG TRADED FD VI5.9K shares-16.74%2026-03-312026-04-24

Sponsored

JCI JOHNSON CONTROLS INTERNATION2.0K shares0.00%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR10.3K shares16.84%2026-03-312026-04-24

MO ALTRIA GROUP INC3.8K shares0.82%2026-03-312026-04-24

PBI PITNEY BOWES INC22.7K shares0.00%2026-03-312026-04-24

IQLT ISHARES TR5.4K shares2.34%2026-03-312026-04-24

WM WASTE MGMT INC DEL1.1K shares0.00%2026-03-312026-04-24

CB CHUBB LTD SWITZ760 shares0.00%2026-03-312026-04-24

VFH VANGUARD WORLD FD2.0K shares-2.86%2026-03-312026-04-24

Sponsored

CELESTICA INC CELESTICA INC846 shares0.00%2026-03-312026-04-24

NFLX NETFLIX INC.2.5K shares6.05%2026-03-312026-04-24

AXP AMERICAN EXPRESS CO785 shares0.00%2026-03-312026-04-24

VSGX VANGUARD WORLD FD3.3K shares2.08%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR1.5K shares60.15%2026-03-312026-04-24

PECO PHILLIPS EDISON & CO INC6.3K shares-15.03%2026-03-312026-04-24

IWD ISHARES TR1.1K shares22.94%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.1K shares43.67%2026-03-312026-04-24

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GRID FIRST TR EXCHANGE-TRADED FD1.4K shares6.18%2026-03-312026-04-24

JGRO J P MORGAN EXCHANGE TRADED F2.6K shares10.05%2026-03-312026-04-24

EPD ENTERPRISE PRODS PARTNERS L5.8K shares0.00%2026-03-312026-04-24

ADM ARCHER DANIELS MIDLAND CO3.0K shares0.00%2026-03-312026-04-24

GILD GILEAD SCIENCES INC1.6K shares46.88%2026-03-312026-04-24

QYLD GLOBAL X FDS12.5K shares1.77%2026-03-312026-04-24

MTB M & T BK CORP1.0K shares0.00%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K shares1.45%2026-03-312026-04-24

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LINDE PLC LINDE PLC425 shares5.20%2026-03-312026-04-24

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VCRB VANGUARD MALVERN FDS2.7K shares10.35%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP2.2K shares0.14%2026-03-312026-04-24

ALPS ETF TR ALPS ETF TR3.7K shares0.00%2026-03-312026-04-24

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MOAT VANECK ETF TRUST2.1K shares-23.57%2026-03-312026-04-24

TD TORONTO DOMINION BK ONT2.2K shares-0.18%2026-03-312026-04-24

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AWK AMERICAN WTR WKS CO INC NEW1.5K shares0.00%2026-03-312026-04-24

DFEV DIMENSIONAL ETF TRUST5.7K shares6.52%2026-03-312026-04-24

SCIO FIRST TR EXCHANGE-TRADED FD9.8K shares25.48%2026-03-312026-04-24

MMM 3M CO1.4K shares0.00%2026-03-312026-04-24

VPU VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-04-24

GIS GENERAL MILLS INC5.3K shares0.00%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY676 shares-4.92%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC578 shares4.52%2026-03-312026-04-24

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WEA WESTERN ASSET PREMIER BD FD18.4K shares0.00%2026-03-312026-04-24

QCOM QUALCOMM INC1.5K shares0.00%2026-03-312026-04-24

NOBL PROSHARES TR1.8K shares0.00%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I654 shares24.10%2026-03-312026-04-24

BMY BRISTOL-MYERS SQUIBB CO3.1K shares0.35%2026-03-312026-04-24

VEU VANGUARD INTL EQUITY INDEX F2.5K shares-0.79%2026-03-312026-04-24

CVS CVS HEALTH CORP2.6K shares0.16%2026-03-312026-04-24

FSK FS KKR CAP CORP17.9K shares0.00%2026-03-312026-04-24

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ES EVERSOURCE ENERGY2.6K shares23.55%2026-03-312026-04-24

IFF INTERNATIONAL FLAVORS&FRAGRA2.5K shares0.00%2026-03-312026-04-24

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TNGY TORTOISE CAPITAL SERIES TRUS16.8K shares2.39%2026-03-312026-04-24

CWB SPDR SERIES TRUST1.9K shares0.26%2026-03-312026-04-24

ITA ISHARES TR779 shares-5.80%2026-03-312026-04-24

IRT INDEPENDENCE RLTY TR INC11.5K shares0.00%2026-03-312026-04-24

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PHYS SPROTT ASSET MANAGEMENT LP4.8K shares0.00%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR5.5K shares0.24%2026-03-312026-04-24

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COKE COCA COLA CONS INC850 shares0.00%2026-03-312026-04-24

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HIG HARTFORD INSURANCE GROUP INC1.2K shares0.00%2026-03-312026-04-24

SDY SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-24

MA MASTERCARD INCORPORATED318 shares16.48%2026-03-312026-04-24

IHDG WISDOMTREE TR3.3K shares0.00%2026-03-312026-04-24

UCON FIRST TR EXCHNG TRADED FD VI6.3K shares-1.86%2026-03-312026-04-24

SO SOUTHERN CO1.6K shares-6.22%2026-03-312026-04-24

MKC MCCORMICK & CO INC3.0K shares0.00%2026-03-312026-04-24

FAST FASTENAL CO3.3K sharesnew addition2026-03-312026-04-24

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DFIC DIMENSIONAL ETF TRUST4.3K shares-14.28%2026-03-312026-04-24

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USMV ISHARES TR1.6K shares0.06%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP248 shares-16.78%2026-03-312026-04-24

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HSIC SCHEIN HENRY INC2.0K shares0.00%2026-03-312026-04-24

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DFSI DIMENSIONAL ETF TRUST3.4K shares0.00%2026-03-312026-04-24

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JPUS J P MORGAN EXCHANGE TRADED F1.1K shares0.00%2026-03-312026-04-24

DSL DOUBLELINE INCOME SOLUTIONS13.2K shares-1.86%2026-03-312026-04-24

DUHP DIMENSIONAL ETF TRUST3.9K shares0.13%2026-03-312026-04-24

SCHK SCHWAB STRATEGIC TR4.5K shares0.00%2026-03-312026-04-24

IRDM IRIDIUM COMMUNICATIONS INC5.0K shares0.00%2026-03-312026-04-24

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STIP ISHARES TR1.3K shares68.27%2026-03-312026-04-24

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SPHB INVESCO EXCH TRADED FD TR II1.2K shares-2.96%2026-03-312026-04-24

XLRE SELECT SECTOR SPDR TR3.4K shares-73.75%2026-03-312026-04-24

VPL VANGUARD INTL EQUITY INDEX F1.4K shares0.00%2026-03-312026-04-24

EMLP FIRST TR EXCHANGE-TRADED FD3.1K shares0.36%2026-03-312026-04-24

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ENB ENBRIDGE INC2.4K shares-1.46%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR2.8K shares-2.03%2026-03-312026-04-24

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STZ CONSTELLATION BRANDS INC867 shares0.00%2026-03-312026-04-24

IFRA ISHARES TR2.2K shares-14.76%2026-03-312026-04-24

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JEPQ J P MORGAN EXCHANGE TRADED F2.3K shares0.00%2026-03-312026-04-24

QUAL ISHARES TR653 shares0.00%2026-03-312026-04-24

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PFF ISHARES TR4.1K shares-1.67%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP361 shares0.00%2026-03-312026-04-24

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IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I4.8K sharesnew addition2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD2.5K shares0.00%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC1.7K shares6.05%2026-03-312026-04-24

DE DEERE & CO216 shares-11.11%2026-03-312026-04-24

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HYMB SPDR SERIES TRUST4.9K shares0.00%2026-03-312026-04-24

UHT UNIVERSAL HEALTH RLTY INCOME3.0K shares0.00%2026-03-312026-04-24

DFNM DIMENSIONAL ETF TRUST2.5K shares9.64%2026-03-312026-04-24

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NOW SERVICENOW INC1.1K shares80.63%2026-03-312026-04-24

BOXX EA SERIES TRUST1.0K shares6.73%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR206 shares2.49%2026-03-312026-04-24

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SYK STRYKER CORPORATION350 shares14.75%2026-03-312026-04-24

ET ENERGY TRANSFER L P5.9K shares4.41%2026-03-312026-04-24

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HRL HORMEL FOODS CORP5.0K shares0.00%2026-03-312026-04-24

USPX FRANKLIN TEMPLETON ETF TR1.9K shares0.00%2026-03-312026-04-24

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IYW ISHARES TR584 shares0.00%2026-03-312026-04-24

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SSNC SS&C TECH HLDGS1.6K shares0.00%2026-03-312026-04-24

FLQL FRANKLIN TEMPLETON ETF TR1.6K shares0.00%2026-03-312026-04-24

SYY SYSCO CORP1.5K shares0.00%2026-03-312026-04-24

SBUX STARBUCKS CORP1.2K shares-1.62%2026-03-312026-04-24

PULS PGIM ETF TR2.1K sharesnew addition2026-03-312026-04-24

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ETV EATON VANCE TAX-MANAGED BUY-7.4K shares0.00%2026-03-312026-04-24

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OXY OCCIDENTAL PETE CORP1.5K shares0.00%2026-03-312026-04-24

XLP SELECT SECTOR SPDR TR1.2K shares33.22%2026-03-312026-04-24

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FMB FIRST TR EXCH TRADED FD III2.0K shares0.88%2026-03-312026-04-24

ASML ASML HLDG NV75 shares0.00%2026-03-312026-04-24

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KEY KEYCORP4.8K shares0.04%2026-03-312026-04-24

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BIDU BAIDU INC827 shares-20.79%2026-03-312026-04-24

AGG ISHARES TR927 shares21.02%2026-03-312026-04-24

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VBK VANGUARD INDEX FDS304 shares0.00%2026-03-312026-04-24

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UDIV FRANKLIN TEMPLETON ETF TR1.7K shares0.00%2026-03-312026-04-24

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CNP CENTERPOINT ENERGY INC2.0K shares649.62%2026-03-312026-04-24

BTI BRITISH AMERN TOB PLC1.4K shares0.00%2026-03-312026-04-24

MINT PIMCO ETF TR827 shares0.00%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F1.5K shares-49.97%2026-03-312026-04-24

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XJH ISHARES TR1.8K shares2.67%2026-03-312026-04-24

PSX PHILLIPS 66446 shares-4.70%2026-03-312026-04-24

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MEAR ISHARES U S ETF TR1.6K shares2.16%2026-03-312026-04-24

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CGDG CAPITAL GROUP DIVIDEND GROWE1.9K shares3.74%2026-03-312026-04-24

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MDLZ MONDELEZ INTL INC1.2K shares0.00%2026-03-312026-04-24

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CTVA CORTEVA INC736 shares0.00%2026-03-312026-04-24

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ETFS GOLD TR ETFS GOLD TR1.3K sharesnew addition2026-03-312026-04-24

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FV FIRST TR EXCHANGE TRADED FD900 shares-55.27%2026-03-312026-04-24

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WCMI FIRST TR EXCHANGE-TRADED FD2.9K shares879.67%2026-03-312026-04-24

MET METLIFE INC679 shares0.00%2026-03-312026-04-24

LHX L3HARRIS TECHNOLOGIES INC139 shares0.00%2026-03-312026-04-24

WFC WELLS FARGO & CO590 shares-11.81%2026-03-312026-04-24

Sponsored

DFAX DIMENSIONAL ETF TRUST1.4K shares-14.69%2026-03-312026-04-24

DMXF ISHARES TR622 shares0.00%2026-03-312026-04-24

NEM NEWMONT CORP430 shares0.00%2026-03-312026-04-24

UPS UNITED PARCEL SVCS INC472 shares12.11%2026-03-312026-04-24

MS MORGAN STANLEY278 shares1.09%2026-03-312026-04-24

ACHR ARCHER AVIATION INC8.8K shares14.19%2026-03-312026-04-24

BXSL BLACKSTONE SECD LENDING FD1.9K sharesnew addition2026-03-312026-04-24

PNR PENTAIR PLC524 shares0.00%2026-03-312026-04-24

Sponsored

VGSH VANGUARD SCOTTSDALE FDS778 sharesnew addition2026-03-312026-04-24

TJX TJX COS INC NEW285 shares44.67%2026-03-312026-04-24

SCYB SCHWAB STRATEGIC TR1.7K shares-8.16%2026-03-312026-04-24

CRM SALESFORCE INC241 shares105.98%2026-03-312026-04-24

AVDV AMERICAN CENTY ETF TR450 shares0.00%2026-03-312026-04-24

GM GENERAL MTRS CO602 shares-7.81%2026-03-312026-04-24

SLV ISHARES SILVER TR652 shares274.71%2026-03-312026-04-24

COIN COINBASE GLOBAL INC254 shares0.00%2026-03-312026-04-24

Sponsored

DES WISDOMTREE TR1.2K shares0.00%2026-03-312026-04-24

GLTR ABRDN PRECIOUS METALS BASKET200 shares0.00%2026-03-312026-04-24

VDE VANGUARD WORLD FD251 shares0.00%2026-03-312026-04-24

DSI ISHARES TR358 shares0.00%2026-03-312026-04-24

JAAA

JANUS DETROIT STR TR

5.01%

Shares337.9K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-0.38%

Shares26.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

32.23%

Shares47.0K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

15.06%

Shares316.0K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.39%

Shares30.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

6.34%

Shares8.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

4.53%

Shares15.8K

Event2026-03-31

Filed2026-04-24

SPTM

SPDR SERIES TRUST

5.68%

Shares59.6K

Event2026-03-31

Filed2026-04-24

JCPB

J P MORGAN EXCHANGE TRADED F

4.54%

Shares93.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

7.68%

Shares17.3K

Event2026-03-31

Filed2026-04-24

VFQY

VANGUARD WELLINGTON FD

5.01%

Shares27.5K

Event2026-03-31

Filed2026-04-24

BINC

BLACKROCK ETF TRUST II

16.84%

Shares73.7K

Event2026-03-31

Filed2026-04-24

DFAI

DIMENSIONAL ETF TRUST

3.97%

Shares97.6K

Event2026-03-31

Filed2026-04-24

COWZ

PACER FDS TR

2.56%

Shares60.0K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

3.83%

Shares6.0K

Event2026-03-31

Filed2026-04-24

DFVX

DIMENSIONAL ETF TRUST

14.16%

Shares46.8K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

11.95%

Shares9.4K

Event2026-03-31

Filed2026-04-24

FDVV

FIDELITY COVINGTON TRUST

22.63%

Shares60.2K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

77.41%

Shares122.8K

Event2026-03-31

Filed2026-04-24

SCHB

SCHWAB STRATEGIC TR

4.33%

Shares121.0K

Event2026-03-31

Filed2026-04-24

AME

AMETEK INC

0.00%

Shares13.9K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

4.02%

Shares9.5K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

-2.78%

Shares12.8K

Event2026-03-31

Filed2026-04-24

ARKK

ARK ETF TR

-4.57%

Shares37.2K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-1.50%

Shares53.5K

Event2026-03-31

Filed2026-04-24

VXUS

VANGUARD STAR FDS

3.62%

Shares32.5K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-0.42%

Shares5.6K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

-0.01%

Shares14.5K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

5.73%

Shares80.5K

Event2026-03-31

Filed2026-04-24

JPIE

J P MORGAN EXCHANGE TRADED F

78.47%

Shares48.4K

Event2026-03-31

Filed2026-04-24

TOTL

SSGA ACTIVE ETF TR

5.76%

Shares54.9K

Event2026-03-31

Filed2026-04-24

SDVY

FIRST TR EXCHANGE TRADED FD

13.21%

Shares53.6K

Event2026-03-31

Filed2026-04-24

DFAE

DIMENSIONAL ETF TRUST

2.83%

Shares62.4K

Event2026-03-31

Filed2026-04-24

VYM

VANGUARD WHITEHALL FDS

-2.06%

Shares14.1K

Event2026-03-31

Filed2026-04-24

DFIV

DIMENSIONAL ETF TRUST

4.27%

Shares38.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

14.80%

Shares8.0K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

-6.95%

Shares25.0K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

7.79%

Shares14.2K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TR EXCHANGE TRADED FD

20.95%

Shares27.6K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

1.36%

Shares6.5K

Event2026-03-31

Filed2026-04-24

FNDF

SCHWAB STRATEGIC TR

3.51%

Shares38.3K

Event2026-03-31

Filed2026-04-24

CSX

CSX CORP

-0.63%

Shares45.0K

Event2026-03-31

Filed2026-04-24

CGDV

CAPITAL GROUP DIVIDEND VALUE

21.48%

Shares43.1K

Event2026-03-31

Filed2026-04-24

SCHM

SCHWAB STRATEGIC TR

4.43%

Shares58.3K

Event2026-03-31

Filed2026-04-24

SPY

STATE STR SPDR S&P 500 ETF T

-3.30%

Shares2.6K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-24

VNLA

JANUS DETROIT STR TR

-5.51%

Shares33.3K

Event2026-03-31

Filed2026-04-24

BF.B

BROWN FORMAN CORP

-15.52%

Shares60.3K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

0.81%

Shares5.5K

Event2026-03-31

Filed2026-04-24

SPMO

INVESCO EXCH TRADED FD TR II

5.44%

Shares13.7K

Event2026-03-31

Filed2026-04-24

VNQ

VANGUARD INDEX FDS

7.38%

Shares17.1K

Event2026-03-31

Filed2026-04-24

STT

STATE STR CORP

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

1.90%

Shares4.9K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

8.53%

Shares4.3K

Event2026-03-31

Filed2026-04-24

JGLO

J P MORGAN EXCHANGE TRADED F

4.67%

Shares20.2K

Event2026-03-31

Filed2026-04-24

PROFESIONALLY MANAGED PORTFO

-1.04%

Shares24.9K

Event2026-03-31

Filed2026-04-24

JBBB

JANUS DETROIT STR TR

71.69%

Shares27.7K

Event2026-03-31

Filed2026-04-24

FNDX

SCHWAB STRATEGIC TR

6.94%

Shares45.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-0.54%

Shares4.8K

Event2026-03-31

Filed2026-04-24

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-24

JMBS

JANUS DETROIT STR TR

19.82%

Shares26.9K

Event2026-03-31

Filed2026-04-24

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-24

IMTM

ISHARES TR

7.61%

Shares24.5K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-0.80%

Shares18.3K

Event2026-03-31

Filed2026-04-24

AT&T INC

7.60%

Shares38.2K

Event2026-03-31

Filed2026-04-24

GWW

WW GRAINGER INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-24

CSCO

CISCO SYS INC

11.22%

Shares14.0K

Event2026-03-31

Filed2026-04-24

GSY

INVESCO ACTIVELY MANAGED EXC

-46.75%

Shares21.6K

Event2026-03-31

Filed2026-04-24

DFSV

DIMENSIONAL ETF TRUST

0.72%

Shares30.4K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

-3.72%

Shares4.9K

Event2026-03-31

Filed2026-04-24

PROCTER & GAMBLE CO

3.42%

Shares7.3K

Event2026-03-31

Filed2026-04-24

SPDW

SPDR INDEX SHS FDS

8.30%

Shares22.9K

Event2026-03-31

Filed2026-04-24

WAB

WABTEC

-0.07%

Shares4.1K

Event2026-03-31

Filed2026-04-24

JQUA

J P MORGAN EXCHANGE TRADED F

-25.40%

Shares16.8K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-0.53%

Shares8.3K

Event2026-03-31

Filed2026-04-24

IBM

INTERNATIONAL BUSINESS MACHS

12.10%

Shares4.0K

Event2026-03-31

Filed2026-04-24

UBIQUITI INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-1.69%

Shares17.2K

Event2026-03-31

Filed2026-04-24

FTCB

FIRST TR EXCHANGE-TRADED FD

112.86%

Shares42.5K

Event2026-03-31

Filed2026-04-24

COCA COLA CO

1.15%

Shares11.7K

Event2026-03-31

Filed2026-04-24

DFAT

DIMENSIONAL ETF TRUST

-0.44%

Shares13.9K

Event2026-03-31

Filed2026-04-24

BND

VANGUARD BD INDEX FDS

-10.64%

Shares11.5K

Event2026-03-31

Filed2026-04-24

TXN

TEXAS INSTRS INC

7.18%

Shares4.2K

Event2026-03-31

Filed2026-04-24

VBR

VANGUARD INDEX FDS

9.33%

Shares3.7K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

6.11%

Shares2.4K

Event2026-03-31

Filed2026-04-24

LVHI

LEGG MASON ETF INVT

-9.56%

Shares19.6K

Event2026-03-31

Filed2026-04-24

JPEF

J P MORGAN EXCHANGE TRADED F

New

Shares10.9K

Event2026-03-31

Filed2026-04-24

FTGS

FIRST TR EXCHANGE-TRADED FD

-0.86%

Shares22.6K

Event2026-03-31

Filed2026-04-24

ARKW

ARK ETF TR

-2.67%

Shares6.4K

Event2026-03-31

Filed2026-04-24

FNDA

SCHWAB STRATEGIC TR

7.96%

Shares22.6K

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

-7.34%

Shares732

Event2026-03-31

Filed2026-04-24

FRDM

EA SERIES TRUST

-0.86%

Shares13.3K

Event2026-03-31

Filed2026-04-24

SDSI

AMERICAN CENTY ETF TR

-13.03%

Shares14.2K

Event2026-03-31

Filed2026-04-24

CARR

CARRIER GLOBAL CORPORATION

-0.42%

Shares12.8K

Event2026-03-31

Filed2026-04-24

DFAU

DIMENSIONAL ETF TRUST

-6.93%

Shares15.6K

Event2026-03-31

Filed2026-04-24

BRLN

BLACKROCK ETF TRUST II

-11.25%

Shares13.8K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

10.31%

Shares2.6K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

33.63%

Shares11.4K

Event2026-03-31

Filed2026-04-24

SSD

SIMPSON MFG INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-24

JSI

JANUS DETROIT STR TR

334.50%

Shares13.0K

Event2026-03-31

Filed2026-04-24

CAT

CATERPILLAR INC

7.45%

Shares937

Event2026-03-31

Filed2026-04-24

SPHD

INVESCO EXCH TRADED FD TR II

-2.32%

Shares13.4K

Event2026-03-31

Filed2026-04-24

CIBR

FIRST TR EXCHANGE-TRADED FD

-0.24%

Shares10.4K

Event2026-03-31

Filed2026-04-24

SRLN

SSGA ACTIVE ETF TR

-0.89%

Shares15.7K

Event2026-03-31

Filed2026-04-24

SPMD

SPDR SERIES TRUST

-0.64%

Shares10.5K

Event2026-03-31

Filed2026-04-24

SPDR SERIES TRUST

1.49%

Shares6.4K

Event2026-03-31

Filed2026-04-24

VGK

VANGUARD INTL EQUITY INDEX F

7.15%

Shares7.3K

Event2026-03-31

Filed2026-04-24

BKNG

BOOKING HOLDINGS INC

0.00%

Shares143

Event2026-03-31

Filed2026-04-24

AVDE

AMERICAN CENTY ETF TR

11332.26%

Shares7.1K

Event2026-03-31

Filed2026-04-24

ROE

EA SERIES TRUST

1.39%

Shares17.0K

Event2026-03-31

Filed2026-04-24

RCS

PIMCO STRATEGIC INCOME FD

-1.22%

Shares111.4K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-11.37%

Shares1.4K

Event2026-03-31

Filed2026-04-24

SCHH

SCHWAB STRATEGIC TR

7.25%

Shares27.3K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

24.51%

Shares2.8K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

19.40%

Shares4.7K

Event2026-03-31

Filed2026-04-24

ABBV

ABBVIE INC

-3.30%

Shares2.5K

Event2026-03-31

Filed2026-04-24

FPE

FIRST TR EXCH TRADED FD III

-4.46%

Shares31.0K

Event2026-03-31

Filed2026-04-24

SCHE

SCHWAB STRATEGIC TR

7.59%

Shares16.3K

Event2026-03-31

Filed2026-04-24

BOND

PIMCO ETF TR

89.63%

Shares5.8K

Event2026-03-31

Filed2026-04-24

OTIS

OTIS WORLDWIDE CORP

-0.25%

Shares6.9K

Event2026-03-31

Filed2026-04-24

SCHD

SCHWAB STRATEGIC TR

-62.47%

Shares17.0K

Event2026-03-31

Filed2026-04-24

GE AEROSPACE

-3.64%

Shares1.8K

Event2026-03-31

Filed2026-04-24

HSBC

HSBC HLDGS PLC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

-1.15%

Shares4.1K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

17.32%

Shares1.4K

Event2026-03-31

Filed2026-04-24

LAM RESEARCH CORP

-0.46%

Shares2.4K

Event2026-03-31

Filed2026-04-24

KORP

AMERICAN CENTY ETF TR

8.06%

Shares10.7K

Event2026-03-31

Filed2026-04-24

PFE

PFIZER INC

8.18%

Shares17.8K

Event2026-03-31

Filed2026-04-24

ETW

EATON VANCE TAX-MANAGED GLOB

0.73%

Shares56.7K

Event2026-03-31

Filed2026-04-24