Sponsored

The Analysis of Meridian Financial Advisors, LLC's Holdings & P&L

Currently, Meridian Financial Advisors, LLC holds 141 types of securities in its portfolio with a total value $183.0M. In the most recent quarter, they have increased their positions in RWL (+6.4K shares, valued at $731.3K), DGRW (+7.0K shares, valued at $618.0K), IEFA (+4.8K shares, valued at $436.4K); decreased their positions in IJR (-3.5K shares, valued at $431.6K), IJH (-5.3K shares, valued at $358.8K), N/A (-574 shares, valued at $331.3K); initiated new positions in IEFA (+4.8K shares, valued at $436.4K), IMFL (+11.9K shares, valued at $376.5K), GTO (+6.5K shares, valued at $306.3K).

1M P&L

+5.1M+2.93%

3M P&L

-12.0M-6.25%

HY P&L

-367.2K-0.20%

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/A148.0M

89.9%

2Software - Infrastructure3.1M

1.9%

3Consumer Electronics1.8M

1.1%

Top Industries by Stock Count

1N/A96 stocks

73.3%

2Utilities - Regulated Electric4 stocks

3.1%

3Software - Infrastructure3 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHD SCHWAB STRATEGIC TR339.4K shares-2.77%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F200.2K shares-1.91%2026-03-312026-04-21

IVV ISHARES TR15.0K shares-0.02%2026-03-312026-04-21

DGRO ISHARES TR123.4K shares0.17%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR14.3K shares-3.86%2026-03-312026-04-21

IJR ISHARES TR58.8K shares-5.58%2026-03-312026-04-21

IJH ISHARES TR102.2K shares-4.94%2026-03-312026-04-21

SPYM SPDR SERIES TRUST74.2K shares4.31%2026-03-312026-04-21

Sponsored

DGRW WISDOMTREE TR56.3K shares14.29%2026-03-312026-04-21

VO VANGUARD INDEX FDS16.1K shares-2.82%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.2K shares-3.50%2026-03-312026-04-21

SDY SPDR SERIES TRUST25.1K shares-4.41%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II15.3K shares7.75%2026-03-312026-04-21

VB VANGUARD INDEX FDS13.2K shares-3.06%2026-03-312026-04-21

SPSM SPDR SERIES TRUST66.3K shares2.43%2026-03-312026-04-21

RWL INVESCO EXCH TRADED FD TR II23.8K shares36.49%2026-03-312026-04-21

Sponsored

VCSH VANGUARD SCOTTSDALE FDS34.3K shares4.44%2026-03-312026-04-21

MSFT MICROSOFT CORP6.7K shares-7.02%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS10.1K shares-1.79%2026-03-312026-04-21

VOT VANGUARD INDEX FDS8.3K shares-5.29%2026-03-312026-04-21

SPHQ INVESCO EXCHANGE TRADED FD T28.3K shares2.06%2026-03-312026-04-21

RIGS ALPS ETF TR92.3K shares-1.20%2026-03-312026-04-21

SPYG SPDR SERIES TRUST20.6K shares-3.71%2026-03-312026-04-21

SPMD SPDR SERIES TRUST31.5K shares1.09%2026-03-312026-04-21

Sponsored

SPSB SPDR SERIES TRUST60.5K shares4.20%2026-03-312026-04-21

LVHI LEGG MASON ETF INVT43.8K shares12.95%2026-03-312026-04-21

AAPL APPLE INC6.9K shares-0.90%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC14.6K shares-6.08%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.6K shares-8.15%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 402.6K shares-15.24%2026-03-312026-04-21

VBK VANGUARD INDEX FDS5.2K shares-4.83%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR61.1K shares15.36%2026-03-312026-04-21

Sponsored

ICLO INVESCO ACTIVELY MANAGED EXC57.1K shares29.70%2026-03-312026-04-21

SLYV SPDR SERIES TRUST14.2K shares0.00%2026-03-312026-04-21

VBR VANGUARD INDEX FDS6.0K shares-0.27%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F20.9K shares21.01%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS2.0K shares-0.15%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR23.8K shares-0.83%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II14.8K shares-1.57%2026-03-312026-04-21

IUSG ISHARES TR6.9K shares6.12%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS12.3K shares1.45%2026-03-312026-04-21

AMZN AMAZON COM INC4.8K shares0.44%2026-03-312026-04-21

DON WISDOMTREE TR18.5K shares-8.00%2026-03-312026-04-21

CSCO CISCO SYS INC12.4K shares-1.71%2026-03-312026-04-21

SPIB SPDR SERIES TRUST27.5K shares2.93%2026-03-312026-04-21

IEMG ISHARES INC12.8K shares57.12%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS9.3K shares-4.21%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO2.9K shares-0.10%2026-03-312026-04-21

Sponsored

IJJ ISHARES TR6.3K shares-2.85%2026-03-312026-04-21

FBCG FIDELITY COVINGTON TRUST15.7K shares-9.28%2026-03-312026-04-21

VOE VANGUARD INDEX FDS4.2K shares-1.81%2026-03-312026-04-21

SYLD CAMBRIA ETF TR10.0K shares-13.08%2026-03-312026-04-21

NOBL PROSHARES TR6.7K shares-10.77%2026-03-312026-04-21

VUG VANGUARD INDEX FDS1.6K shares0.50%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.3K shares-4.16%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR4.9K shares1.44%2026-03-312026-04-21

Sponsored

FALN ISHARES TR24.3K shares24.95%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS4.4K shares0.07%2026-03-312026-04-21

IDHQ INVESCO EXCH TRADED FD TR II17.9K shares1.69%2026-03-312026-04-21

XMHQ INVESCO EXCHANGE TRADED FD T6.0K shares-5.76%2026-03-312026-04-21

ALPHABET INC ALPHABET INC2.2K shares0.94%2026-03-312026-04-21

WM WASTE MGMT INC DEL2.6K shares0.00%2026-03-312026-04-21

IDMO INVESCO EXCH TRADED FD TR II10.6K shares75.07%2026-03-312026-04-21

IJT ISHARES TR4.0K shares3.15%2026-03-312026-04-21

Sponsored

SUSA ISHARES TR4.3K shares0.00%2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T3.9K shares2.65%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP928 shares0.00%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR3.7K shares-5.42%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON2.2K shares0.00%2026-03-312026-04-21

DIVI FRANKLIN TEMPLETON ETF TR13.4K shares0.37%2026-03-312026-04-21

IGIB ISHARES TR9.8K shares0.31%2026-03-312026-04-21

RTX RTX CORPORATION2.5K shares-1.92%2026-03-312026-04-21

Sponsored

SPDG SPDR SERIES TRUST11.4K shares-3.40%2026-03-312026-04-21

EFA ISHARES TR4.9K shares5.38%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR9.6K shares-4.95%2026-03-312026-04-21

SPMO INVESCO EXCH TRADED FD TR II4.2K shares34.78%2026-03-312026-04-21

MDYV SPDR SERIES TRUST5.5K shares-5.21%2026-03-312026-04-21

IJK ISHARES TR4.5K shares-3.17%2026-03-312026-04-21

JMST J P MORGAN EXCHANGE TRADED F8.8K shares48.02%2026-03-312026-04-21

FPXI FIRST TR EXCHANGE-TRADED FD7.2K shares-15.35%2026-03-312026-04-21

Sponsored

IEFA ISHARES TR4.8K sharesnew addition2026-03-312026-04-21

SCHM SCHWAB STRATEGIC TR13.4K shares-3.33%2026-03-312026-04-21

MCD MCDONALDS CORP1.3K shares0.00%2026-03-312026-04-21

SO SOUTHERN CO4.2K shares0.00%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-3.34%2026-03-312026-04-21

SJNK SPDR SERIES TRUST16.2K shares-6.43%2026-03-312026-04-21

DIVB ISHARES TR7.4K shares-7.43%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR7.9K shares-2.88%2026-03-312026-04-21

Sponsored

VIGI VANGUARD WHITEHALL FDS4.4K shares0.09%2026-03-312026-04-21

CVX CHEVRON CORPORATION1.9K shares0.00%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC978 shares0.00%2026-03-312026-04-21

IMFL INVESCO EXCH TRD SLF IDX FD11.9K sharesnew addition2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR2.3K shares5.00%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL759 shares0.00%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR12.4K shares-1.00%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.2K shares-4.76%2026-03-312026-04-21

Sponsored

SLYG SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-04-21

DSTL ETF SER SOLUTIONS6.0K shares-14.29%2026-03-312026-04-21

SPDW SPDR INDEX SHS FDS7.6K shares0.00%2026-03-312026-04-21

HFSI HARTFORD FDS EXCHANGE TRADED9.9K shares-9.13%2026-03-312026-04-21

JMUB J P MORGAN EXCHANGE TRADED F6.9K shares0.00%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR5.6K shares4.81%2026-03-312026-04-21

SYK STRYKER CORPORATION996 shares0.00%2026-03-312026-04-21

ANGL VANECK ETF TRUST11.2K shares4.59%2026-03-312026-04-21

Sponsored

SCZ ISHARES TR4.0K shares-11.18%2026-03-312026-04-21

GTO INVESCO ACTIVELY MANAGED EXC6.5K sharesnew addition2026-03-312026-04-21

PPA INVESCO EXCHANGE TRADED FD T1.8K shares0.00%2026-03-312026-04-21

D DOMINION ENERGY INC4.7K shares0.90%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS4.5K shares0.00%2026-03-312026-04-21

CVS CVS HEALTH CORP4.0K shares0.00%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC2.2K shares0.18%2026-03-312026-04-21

USB US BANCORP5.5K shares0.15%2026-03-312026-04-21

Sponsored

NEE NEXTERA ENERGY INC3.0K shares0.00%2026-03-312026-04-21

BROADCOM INC BROADCOM INC903 shares-4.24%2026-03-312026-04-21

RWJ INVESCO EXCH TRADED FD TR II5.5K shares0.00%2026-03-312026-04-21

XMLV INVESCO EXCH TRADED FD TR II4.4K shares0.00%2026-03-312026-04-21

RDDT REDDIT INC2.1K shares-9.61%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC5.5K shares-18.40%2026-03-312026-04-21

BALL BALL CORP4.6K shares-8.98%2026-03-312026-04-21

DIA STATE STR SPDR DOW JONES IND575 shares0.00%2026-03-312026-04-21

Sponsored

AGGY WISDOMTREE TR5.9K shares0.93%2026-03-312026-04-21

BAC BANK AMERICA CORP5.2K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.9K shares0.00%2026-03-312026-04-21

PG PROCTER & GAMBLE CO1.7K shares-2.85%2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-03-312026-04-21

V VISA INC813 shares0.00%2026-03-312026-04-21

KO COCA COLA CO3.2K shares-1.53%2026-03-312026-04-21

ABBV ABBVIE INC1.1K shares0.00%2026-03-312026-04-21

Sponsored

XAR SPDR SERIES TRUST950 shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-21

UTHR UNITED THERAPEUTICS CORP DEL400 shares-42.03%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS4.7K sharesnew addition2026-03-312026-04-21

EFAV ISHARES TR2.6K shares0.00%2026-03-312026-04-21

MS MORGAN STANLEY1.4K shares0.00%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR2.1K shares0.00%2026-03-312026-04-21

NVDA NVIDIA CORPORATION1.2K shares-4.00%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ661 shares0.00%2026-03-312026-04-21

AVY AVERY DENNISON CORP1.2K shares0.00%2026-03-312026-04-21

ORCL ORACLE CORP1.4K shares0.00%2026-03-312026-04-21

BSJQ INVESCO EXCH TRD SLF IDX FD9.0K shares-1.95%2026-03-312026-04-21

REGL PROSHARES TR2.4K shares-10.30%2026-03-312026-04-21

SCHD

SCHWAB STRATEGIC TR

-2.77%

Shares339.4K

Event2026-03-31

Filed2026-04-21

JPST

J P MORGAN EXCHANGE TRADED F

-1.91%

Shares200.2K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-0.02%

Shares15.0K

Event2026-03-31

Filed2026-04-21

DGRO

ISHARES TR

0.17%

Shares123.4K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

-3.86%

Shares14.3K

Event2026-03-31

Filed2026-04-21

IJR

ISHARES TR

-5.58%

Shares58.8K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

-4.94%

Shares102.2K

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

4.31%

Shares74.2K

Event2026-03-31

Filed2026-04-21

DGRW

WISDOMTREE TR

14.29%

Shares56.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-2.82%

Shares16.1K

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-3.50%

Shares20.2K

Event2026-03-31

Filed2026-04-21

SDY

SPDR SERIES TRUST

-4.41%

Shares25.1K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

7.75%

Shares15.3K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-3.06%

Shares13.2K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

2.43%

Shares66.3K

Event2026-03-31

Filed2026-04-21

RWL

INVESCO EXCH TRADED FD TR II

36.49%

Shares23.8K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

4.44%

Shares34.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-7.02%

Shares6.7K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

-1.79%

Shares10.1K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

-5.29%

Shares8.3K

Event2026-03-31

Filed2026-04-21

SPHQ

INVESCO EXCHANGE TRADED FD T

2.06%

Shares28.3K

Event2026-03-31

Filed2026-04-21

RIGS

ALPS ETF TR

-1.20%

Shares92.3K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

-3.71%

Shares20.6K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

1.09%

Shares31.5K

Event2026-03-31

Filed2026-04-21

SPSB

SPDR SERIES TRUST

4.20%

Shares60.5K

Event2026-03-31

Filed2026-04-21

LVHI

LEGG MASON ETF INVT

12.95%

Shares43.8K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-0.90%

Shares6.9K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

-6.08%

Shares14.6K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-8.15%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MDY

STATE STR SPDR S&P MIDCAP 40

-15.24%

Shares2.6K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

-4.83%

Shares5.2K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

15.36%

Shares61.1K

Event2026-03-31

Filed2026-04-21

ICLO

INVESCO ACTIVELY MANAGED EXC

29.70%

Shares57.1K

Event2026-03-31

Filed2026-04-21

SLYV

SPDR SERIES TRUST

0.00%

Shares14.2K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

-0.27%

Shares6.0K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

21.01%

Shares20.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-21

XLU

SELECT SECTOR SPDR TR

-0.83%

Shares23.8K

Event2026-03-31

Filed2026-04-21

INVESCO EXCH TRADED FD TR II

-1.57%

Shares14.8K

Event2026-03-31

Filed2026-04-21

IUSG

ISHARES TR

6.12%

Shares6.9K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

1.45%

Shares12.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.44%

Shares4.8K

Event2026-03-31

Filed2026-04-21

DON

WISDOMTREE TR

-8.00%

Shares18.5K

Event2026-03-31

Filed2026-04-21

CSCO

CISCO SYS INC

-1.71%

Shares12.4K

Event2026-03-31

Filed2026-04-21

SPIB

SPDR SERIES TRUST

2.93%

Shares27.5K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

57.12%

Shares12.8K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

-4.21%

Shares9.3K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-0.10%

Shares2.9K

Event2026-03-31

Filed2026-04-21

IJJ

ISHARES TR

-2.85%

Shares6.3K

Event2026-03-31

Filed2026-04-21

FBCG

FIDELITY COVINGTON TRUST

-9.28%

Shares15.7K

Event2026-03-31

Filed2026-04-21

VOE

VANGUARD INDEX FDS

-1.81%

Shares4.2K

Event2026-03-31

Filed2026-04-21

SYLD

CAMBRIA ETF TR

-13.08%

Shares10.0K

Event2026-03-31

Filed2026-04-21

NOBL

PROSHARES TR

-10.77%

Shares6.7K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

0.50%

Shares1.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-4.16%

Shares2.3K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

1.44%

Shares4.9K

Event2026-03-31

Filed2026-04-21

FALN

ISHARES TR

24.95%

Shares24.3K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares4.4K

Event2026-03-31

Filed2026-04-21

IDHQ

INVESCO EXCH TRADED FD TR II

1.69%

Shares17.9K

Event2026-03-31

Filed2026-04-21

XMHQ

INVESCO EXCHANGE TRADED FD T

-5.76%

Shares6.0K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.94%

Shares2.2K

Event2026-03-31

Filed2026-04-21

WASTE MGMT INC DEL

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

IDMO

INVESCO EXCH TRADED FD TR II

75.07%

Shares10.6K

Event2026-03-31

Filed2026-04-21

IJT

ISHARES TR

3.15%

Shares4.0K

Event2026-03-31

Filed2026-04-21

SUSA

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-21

XMMO

INVESCO EXCHANGE TRADED FD T

2.65%

Shares3.9K

Event2026-03-31

Filed2026-04-21

LMT

LOCKHEED MARTIN CORP

0.00%

Shares928

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

-5.42%

Shares3.7K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-21

DIVI

FRANKLIN TEMPLETON ETF TR

0.37%

Shares13.4K

Event2026-03-31

Filed2026-04-21

IGIB

ISHARES TR

0.31%

Shares9.8K

Event2026-03-31

Filed2026-04-21

RTX

RTX CORPORATION

-1.92%

Shares2.5K

Event2026-03-31

Filed2026-04-21

SPDG

SPDR SERIES TRUST

-3.40%

Shares11.4K

Event2026-03-31

Filed2026-04-21

EFA

ISHARES TR

5.38%

Shares4.9K

Event2026-03-31

Filed2026-04-21

XLF

SELECT SECTOR SPDR TR

-4.95%

Shares9.6K

Event2026-03-31

Filed2026-04-21

SPMO

INVESCO EXCH TRADED FD TR II

34.78%

Shares4.2K

Event2026-03-31

Filed2026-04-21

MDYV

SPDR SERIES TRUST

-5.21%

Shares5.5K

Event2026-03-31

Filed2026-04-21

IJK

ISHARES TR

-3.17%

Shares4.5K

Event2026-03-31

Filed2026-04-21

JMST

J P MORGAN EXCHANGE TRADED F

48.02%

Shares8.8K

Event2026-03-31

Filed2026-04-21

FPXI

FIRST TR EXCHANGE-TRADED FD

-15.35%

Shares7.2K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

New

Shares4.8K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

-3.33%

Shares13.4K

Event2026-03-31

Filed2026-04-21

MCD

MCDONALDS CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-21

SOUTHERN CO

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-21

IBM

INTERNATIONAL BUSINESS MACHS

-3.34%

Shares1.7K

Event2026-03-31

Filed2026-04-21

SJNK

SPDR SERIES TRUST

-6.43%

Shares16.2K

Event2026-03-31

Filed2026-04-21

DIVB

ISHARES TR

-7.43%

Shares7.4K

Event2026-03-31

Filed2026-04-21

XLB

SELECT SECTOR SPDR TR

-2.88%

Shares7.9K

Event2026-03-31

Filed2026-04-21

VIGI

VANGUARD WHITEHALL FDS

0.09%

Shares4.4K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

CRWD

CROWDSTRIKE HLDGS INC

0.00%

Shares978

Event2026-03-31

Filed2026-04-21

IMFL

INVESCO EXCH TRD SLF IDX FD

New

Shares11.9K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

5.00%

Shares2.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares759

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

-1.00%

Shares12.4K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

-4.76%

Shares1.2K

Event2026-03-31

Filed2026-04-21

SLYG

SPDR SERIES TRUST

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-21

DSTL

ETF SER SOLUTIONS

-14.29%

Shares6.0K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

0.00%

Shares7.6K

Event2026-03-31

Filed2026-04-21

HFSI

HARTFORD FDS EXCHANGE TRADED

-9.13%

Shares9.9K

Event2026-03-31

Filed2026-04-21

JMUB

J P MORGAN EXCHANGE TRADED F

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-21

XLE

SELECT SECTOR SPDR TR

4.81%

Shares5.6K

Event2026-03-31

Filed2026-04-21

SYK

STRYKER CORPORATION

0.00%

Shares996

Event2026-03-31

Filed2026-04-21

ANGL

VANECK ETF TRUST

4.59%

Shares11.2K

Event2026-03-31

Filed2026-04-21

SCZ

ISHARES TR

-11.18%

Shares4.0K

Event2026-03-31

Filed2026-04-21

GTO

INVESCO ACTIVELY MANAGED EXC

New

Shares6.5K

Event2026-03-31

Filed2026-04-21

PPA

INVESCO EXCHANGE TRADED FD T

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-21

DOMINION ENERGY INC

0.90%

Shares4.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-21

CVS

CVS HEALTH CORP

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-21

AEP

AMERICAN ELEC PWR CO INC

0.18%

Shares2.2K

Event2026-03-31

Filed2026-04-21

USB

US BANCORP

0.15%

Shares5.5K

Event2026-03-31

Filed2026-04-21

NEE

NEXTERA ENERGY INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-4.24%

Shares903

Event2026-03-31

Filed2026-04-21

RWJ

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-21

XMLV

INVESCO EXCH TRADED FD TR II

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-21

RDDT

REDDIT INC

-9.61%

Shares2.1K

Event2026-03-31

Filed2026-04-21

VERIZON COMMUNICATIONS INC

-18.40%

Shares5.5K

Event2026-03-31

Filed2026-04-21

BALL

BALL CORP

-8.98%

Shares4.6K

Event2026-03-31

Filed2026-04-21

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares575

Event2026-03-31

Filed2026-04-21

AGGY

WISDOMTREE TR

0.93%

Shares5.9K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-21

DUKE ENERGY CORP NEW

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

-2.85%

Shares1.7K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares4.4K

Event2026-03-31

Filed2026-04-21

VISA INC

0.00%

Shares813

Event2026-03-31

Filed2026-04-21

COCA COLA CO

-1.53%

Shares3.2K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-21

XAR

SPDR SERIES TRUST

0.00%

Shares950

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-21

UTHR

UNITED THERAPEUTICS CORP DEL

-42.03%

Shares400

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

New

Shares4.7K

Event2026-03-31

Filed2026-04-21

EFAV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-21

MORGAN STANLEY

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-4.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

CHUBB LTD SWITZ

0.00%

Shares661

Event2026-03-31

Filed2026-04-21

AVY

AVERY DENNISON CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-21

ORCL

ORACLE CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-21

BSJQ

INVESCO EXCH TRD SLF IDX FD

-1.95%

Shares9.0K

Event2026-03-31

Filed2026-04-21

REGL

PROSHARES TR

-10.30%

Shares2.4K

Event2026-03-31

Filed2026-04-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available