Sponsored

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

Currently, MKT Advisors LLC holds 157 types of securities in its portfolio with a total value $298.3M. In the most recent quarter, they have increased their positions in TFLO (+206.2K shares, valued at $10.4M), SPYM (+24.9K shares, valued at $1.9M), SPTS (+32.3K shares, valued at $941.0K); decreased their positions in SPY (-1.1K shares, valued at $696.1K), OKE (-5.5K shares, valued at $502.5K), COST (-396 shares, valued at $401.2K); initiated new positions in VDE (+1.3K shares, valued at $221.9K), MHD (+10.6K shares, valued at $121.9K).

1M P&L

+6.0M+2.21%

3M P&L

-1.1M-0.40%

HY P&L

+5.1M+1.86%

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/A224.9M

85.0%

2Drug Manufacturers - General3.7M

1.4%

3Consumer Electronics3.4M

1.3%

Top Industries by Stock Count

1N/A85 stocks

58.2%

2Drug Manufacturers - General5 stocks

3.4%

3Utilities - Regulated Electric5 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T48.9K shares-2.11%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS37.9K shares-1.04%2026-03-312026-04-10

TFLO ISHARES TR425.2K shares94.14%2026-03-312026-04-10

IBTH ISHARES TR804.1K shares2.95%2026-03-312026-04-10

IBTI ISHARES TR802.8K shares2.36%2026-03-312026-04-10

IBTG ISHARES TR777.7K shares2.96%2026-03-312026-04-10

SPYM SPDR SERIES TRUST189.6K shares15.13%2026-03-312026-04-10

DIA STATE STR SPDR DOW JONES IND31.0K shares-1.72%2026-03-312026-04-10

Sponsored

IBTJ ISHARES TR612.5K shares2.45%2026-03-312026-04-10

IBTK ISHARES TR672.3K shares3.01%2026-03-312026-04-10

XLK SELECT SECTOR SPDR TR33.7K shares2.40%2026-03-312026-04-10

SPTS SPDR SERIES TRUST147.0K shares28.22%2026-03-312026-04-10

AAPL APPLE INC13.6K shares-0.11%2026-03-312026-04-10

MSFT MICROSOFT CORP8.3K shares-3.94%2026-03-312026-04-10

ISTB ISHARES TR54.9K shares21.09%2026-03-312026-04-10

DYNF BLACKROCK ETF TRUST38.9K shares30.63%2026-03-312026-04-10

Sponsored

SPYG SPDR SERIES TRUST22.0K shares8.83%2026-03-312026-04-10

ALPHABET INC ALPHABET INC7.1K shares-2.52%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS9.9K shares0.18%2026-03-312026-04-10

BROADCOM INC BROADCOM INC6.3K shares-2.02%2026-03-312026-04-10

SRE SEMPRA20.8K shares-0.65%2026-03-312026-04-10

SPYV SPDR SERIES TRUST35.7K shares10.88%2026-03-312026-04-10

INVESCO QQQ TR INVESCO QQQ TR3.3K shares-0.06%2026-03-312026-04-10

AMGN AMGEN INC5.6K shares-0.32%2026-03-312026-04-10

Sponsored

IVV ISHARES TR2.9K shares-1.70%2026-03-312026-04-10

COST COSTCO WHOLESALE CORPORATION1.8K shares-18.25%2026-03-312026-04-10

AMZN AMAZON COM INC8.1K shares-8.44%2026-03-312026-04-10

QUAL ISHARES TR8.0K shares3.40%2026-03-312026-04-10

XLY SELECT SECTOR SPDR TR13.5K shares0.11%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares-11.71%2026-03-312026-04-10

IVW ISHARES TR12.1K shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORPORATION7.8K shares0.05%2026-03-312026-04-10

Sponsored

XLF SELECT SECTOR SPDR TR25.7K shares1.06%2026-03-312026-04-10

IEMG ISHARES INC18.2K shares-4.29%2026-03-312026-04-10

USFR WISDOMTREE TR25.0K shares33.95%2026-03-312026-04-10

IYW ISHARES TR6.1K shares10.63%2026-03-312026-04-10

ALPHABET INC ALPHABET INC3.7K shares0.38%2026-03-312026-04-10

MCD MCDONALDS CORP3.7K shares-5.62%2026-03-312026-04-10

PHYS SPROTT ASSET MANAGEMENT LP30.7K shares0.00%2026-03-312026-04-10

DVY ISHARES TR7.2K shares-3.65%2026-03-312026-04-10

Sponsored

MGC VANGUARD WORLD FD4.4K shares-3.60%2026-03-312026-04-10

VUG VANGUARD INDEX FDS2.4K shares5.30%2026-03-312026-04-10

AFL AFLAC INC9.5K shares0.45%2026-03-312026-04-10

THRO BLACKROCK ETF TRUST27.5K shares35.08%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR6.1K shares0.02%2026-03-312026-04-10

XLV SELECT SECTOR SPDR TR6.8K shares0.33%2026-03-312026-04-10

ESGU ISHARES TR6.6K shares0.00%2026-03-312026-04-10

IVE ISHARES TR4.5K shares0.00%2026-03-312026-04-10

Sponsored

XLC SELECT SECTOR SPDR TR8.2K shares0.46%2026-03-312026-04-10

QCOM QUALCOMM INC7.3K shares-0.85%2026-03-312026-04-10

BINC BLACKROCK ETF TRUST II17.2K shares11.74%2026-03-312026-04-10

WMT WALMART INC7.1K shares0.00%2026-03-312026-04-10

BAI BLACKROCK ETF TRUST24.3K shares11.50%2026-03-312026-04-10

SPMO INVESCO EXCH TRADED FD TR II7.2K shares8.67%2026-03-312026-04-10

AZO AUTOZONE INC246 shares0.00%2026-03-312026-04-10

GLD SPDR GOLD TR1.8K shares-5.61%2026-03-312026-04-10

Sponsored

SDY SPDR SERIES TRUST5.3K shares-0.92%2026-03-312026-04-10

FDX FEDEX CORP2.1K shares0.00%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO2.5K shares-0.04%2026-03-312026-04-10

AEP AMERICAN ELEC PWR CO INC5.1K shares-17.78%2026-03-312026-04-10

GLDM WORLD GOLD TR7.3K shares-6.94%2026-03-312026-04-10

XLP SELECT SECTOR SPDR TR8.1K shares-0.11%2026-03-312026-04-10

XOM EXXON MOBIL CORP3.9K shares-9.20%2026-03-312026-04-10

SBUX STARBUCKS CORP6.6K shares-10.13%2026-03-312026-04-10

Sponsored

IBIG ISHARES TR22.7K shares-0.03%2026-03-312026-04-10

NEE NEXTERA ENERGY INC6.3K shares-8.55%2026-03-312026-04-10

CVX CHEVRON CORPORATION2.9K shares-4.91%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC4.9K shares-14.51%2026-03-312026-04-10

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-04-10

ILCG ISHARES TR5.8K shares0.02%2026-03-312026-04-10

PPL PPL CORP14.4K shares-17.18%2026-03-312026-04-10

ABBV ABBVIE INC2.7K shares-0.29%2026-03-312026-04-10

Sponsored

PM PHILIP MORRIS INTL INC3.3K shares-0.18%2026-03-312026-04-10

BAC BANK AMERICA CORP9.9K shares-0.21%2026-03-312026-04-10

VTV VANGUARD INDEX FDS2.5K shares-0.28%2026-03-312026-04-10

VTI VANGUARD INDEX FDS1.5K shares-33.63%2026-03-312026-04-10

SHLD GLOBAL X FDS6.6K shares11.96%2026-03-312026-04-10

CAT CATERPILLAR INC672 shares0.60%2026-03-312026-04-10

RTX RTX CORPORATION2.4K shares-15.58%2026-03-312026-04-10

VZ VERIZON COMMUNICATIONS INC9.8K shares-6.05%2026-03-312026-04-10

Sponsored

IBIC ISHARES TR18.3K shares-0.16%2026-03-312026-04-10

GARP ISHARES TR7.2K shares0.00%2026-03-312026-04-10

MCK MCKESSON CORP539 shares-29.08%2026-03-312026-04-10

IBIE ISHARES TR17.5K shares-0.17%2026-03-312026-04-10

IBID ISHARES TR17.4K shares-0.15%2026-03-312026-04-10

EFA ISHARES TR4.6K shares0.00%2026-03-312026-04-10

SO SOUTHERN CO4.6K shares-0.80%2026-03-312026-04-10

IBIF ISHARES TR17.0K shares-0.18%2026-03-312026-04-10

Sponsored

WPC WP CAREY INC6.3K shares-6.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.8K shares0.71%2026-03-312026-04-10

PFE PFIZER INC16.0K shares0.07%2026-03-312026-04-10

BSRR SIERRA BANCORP12.3K shares0.00%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR7.0K shares-0.60%2026-03-312026-04-10

PG PROCTER & GAMBLE CO3.0K shares-16.63%2026-03-312026-04-10

USMV ISHARES TR4.5K shares0.00%2026-03-312026-04-10

META META PLATFORMS INC713 shares-1.93%2026-03-312026-04-10

Sponsored

OKE ONEOK INC NEW4.5K shares-55.40%2026-03-312026-04-10

VGT VANGUARD WORLD FD562 shares0.18%2026-03-312026-04-10

CVS CVS HEALTH CORP5.2K shares-0.08%2026-03-312026-04-10

IJK ISHARES TR3.9K shares0.00%2026-03-312026-04-10

IWF ISHARES TR914 shares0.00%2026-03-312026-04-10

SYY SYSCO CORP5.1K shares0.10%2026-03-312026-04-10

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-10

SUSL ISHARES TR3.1K shares0.00%2026-03-312026-04-10

Sponsored

CHY CALAMOS CONV & HIGH INCOME F31.0K shares-14.87%2026-03-312026-04-10

NKX NUVEEN CALIF AMT FREE MUNI I28.9K shares-6.63%2026-03-312026-04-10

BMY BRISTOL-MYERS SQUIBB CO5.9K shares-10.48%2026-03-312026-04-10

TRV TRAVELERS COMPANIES INC1.2K shares-20.56%2026-03-312026-04-10

SSO PROSHARES TR6.4K shares0.00%2026-03-312026-04-10

IJJ ISHARES TR2.5K shares0.00%2026-03-312026-04-10

VO VANGUARD INDEX FDS1.1K shares-0.09%2026-03-312026-04-10

VEA VANGUARD TAX-MANAGED FDS4.9K shares0.00%2026-03-312026-04-10

Sponsored

TSLA TESLA INC888 shares-0.11%2026-03-312026-04-10

IEFA ISHARES TR3.3K shares6.77%2026-03-312026-04-10

NFLX NETFLIX INC.3.0K shares-0.07%2026-03-312026-04-10

ORLY OREILLY AUTOMOTIVE INC3.3K shares37.27%2026-03-312026-04-10

BND VANGUARD BD INDEX FDS4.1K shares0.00%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC3.0K shares-0.46%2026-03-312026-04-10

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K shares-25.43%2026-03-312026-04-10

HSIC SCHEIN HENRY INC3.9K shares0.00%2026-03-312026-04-10

Sponsored

V VISA INC960 shares0.31%2026-03-312026-04-10

BOXX EA SERIES TRUST2.5K shares0.00%2026-03-312026-04-10

VPU VANGUARD WORLD FD1.4K shares0.35%2026-03-312026-04-10

TGT TARGET CORP2.4K shares-0.45%2026-03-312026-04-10

INTC INTEL CORP5.3K shares-0.60%2026-03-312026-04-10

SATS ECHOSTAR CORP2.2K shares0.00%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC2.4K shares-12.79%2026-03-312026-04-10

XLB SELECT SECTOR SPDR TR5.4K shares0.72%2026-03-312026-04-10

Sponsored

EFV ISHARES TR3.6K shares0.00%2026-03-312026-04-10

NAC NUVEEN CA DIVI ADV MUN22.9K shares0.00%2026-03-312026-04-10

T AT&T INC9.5K shares-11.26%2026-03-312026-04-10

CSCO CISCO SYS INC3.3K shares-2.12%2026-03-312026-04-10

WFC WELLS FARGO & CO3.2K shares-24.41%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS1.0K shares-12.98%2026-03-312026-04-10

EXG EATON VANCE TAX-MANAGED GLOB29.0K shares-12.38%2026-03-312026-04-10

SDOG ALPS ETF TR3.9K shares0.00%2026-03-312026-04-10

Sponsored

USB US BANCORP4.7K shares0.00%2026-03-312026-04-10

EPD ENTERPRISE PRODS PARTNERS L6.5K shares-34.26%2026-03-312026-04-10

BA BOEING CO1.2K shares-11.51%2026-03-312026-04-10

RIO RIO TINTO PLC2.6K shares-47.00%2026-03-312026-04-10

LCTU BLACKROCK ETF TRUST3.4K shares0.00%2026-03-312026-04-10

KO COCA COLA CO3.2K shares-0.79%2026-03-312026-04-10

QDF FLEXSHARES TR3.0K shares0.00%2026-03-312026-04-10

XLU SELECT SECTOR SPDR TR5.1K shares-11.36%2026-03-312026-04-10

Sponsored

PFF ISHARES TR7.7K shares-12.07%2026-03-312026-04-10

CME CME GROUP INC750 shares-53.36%2026-03-312026-04-10

IUSG ISHARES TR1.5K shares0.00%2026-03-312026-04-10

SCHX SCHWAB STRATEGIC TR8.7K shares0.00%2026-03-312026-04-10

VDE VANGUARD WORLD FD1.3K sharesnew addition2026-03-312026-04-10

JEF JEFFERIES FINANCIAL GROUP IN5.3K shares0.00%2026-03-312026-04-10

VNQ VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-10

ITT INC ITT INC1.1K shares-15.38%2026-03-312026-04-10

Sponsored

VHT VANGUARD WORLD FD774 shares0.00%2026-03-312026-04-10

FE FIRSTENERGY CORP4.1K shares-14.62%2026-03-312026-04-10

TILT FLEXSHARES TR839 shares0.00%2026-03-312026-04-10

MHD BLACKROCK MUNIHOLDINGS FD IN10.6K sharesnew addition2026-03-312026-04-10

JPC NUVEEN PFD & INCOME OPPORTUN10.7K shares-20.08%2026-03-312026-04-10

SPY

STATE STR SPDR S&P 500 ETF T

-2.11%

Shares48.9K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-1.04%

Shares37.9K

Event2026-03-31

Filed2026-04-10

TFLO

ISHARES TR

94.14%

Shares425.2K

Event2026-03-31

Filed2026-04-10

IBTH

ISHARES TR

2.95%

Shares804.1K

Event2026-03-31

Filed2026-04-10

IBTI

ISHARES TR

2.36%

Shares802.8K

Event2026-03-31

Filed2026-04-10

IBTG

ISHARES TR

2.96%

Shares777.7K

Event2026-03-31

Filed2026-04-10

SPYM

SPDR SERIES TRUST

15.13%

Shares189.6K

Event2026-03-31

Filed2026-04-10

DIA

STATE STR SPDR DOW JONES IND

-1.72%

Shares31.0K

Event2026-03-31

Filed2026-04-10

IBTJ

ISHARES TR

2.45%

Shares612.5K

Event2026-03-31

Filed2026-04-10

IBTK

ISHARES TR

3.01%

Shares672.3K

Event2026-03-31

Filed2026-04-10

XLK

SELECT SECTOR SPDR TR

2.40%

Shares33.7K

Event2026-03-31

Filed2026-04-10

SPTS

SPDR SERIES TRUST

28.22%

Shares147.0K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

-0.11%

Shares13.6K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

-3.94%

Shares8.3K

Event2026-03-31

Filed2026-04-10

ISTB

ISHARES TR

21.09%

Shares54.9K

Event2026-03-31

Filed2026-04-10

DYNF

BLACKROCK ETF TRUST

30.63%

Shares38.9K

Event2026-03-31

Filed2026-04-10

SPYG

SPDR SERIES TRUST

8.83%

Shares22.0K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

-2.52%

Shares7.1K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

0.18%

Shares9.9K

Event2026-03-31

Filed2026-04-10

BROADCOM INC

-2.02%

Shares6.3K

Event2026-03-31

Filed2026-04-10

SRE

SEMPRA

-0.65%

Shares20.8K

Event2026-03-31

Filed2026-04-10

SPYV

SPDR SERIES TRUST

10.88%

Shares35.7K

Event2026-03-31

Filed2026-04-10

INVESCO QQQ TR

-0.06%

Shares3.3K

Event2026-03-31

Filed2026-04-10

AMGN

AMGEN INC

-0.32%

Shares5.6K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-1.70%

Shares2.9K

Event2026-03-31

Filed2026-04-10

COST

COSTCO WHOLESALE CORPORATION

-18.25%

Shares1.8K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-8.44%

Shares8.1K

Event2026-03-31

Filed2026-04-10

QUAL

ISHARES TR

3.40%

Shares8.0K

Event2026-03-31

Filed2026-04-10

XLY

SELECT SECTOR SPDR TR

0.11%

Shares13.5K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

-11.71%

Shares3.0K

Event2026-03-31

Filed2026-04-10

IVW

ISHARES TR

0.00%

Shares12.1K

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

0.05%

Shares7.8K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

1.06%

Shares25.7K

Event2026-03-31

Filed2026-04-10

IEMG

ISHARES INC

-4.29%

Shares18.2K

Event2026-03-31

Filed2026-04-10

USFR

WISDOMTREE TR

33.95%

Shares25.0K

Event2026-03-31

Filed2026-04-10

IYW

ISHARES TR

10.63%

Shares6.1K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.38%

Shares3.7K

Event2026-03-31

Filed2026-04-10

MCD

MCDONALDS CORP

-5.62%

Shares3.7K

Event2026-03-31

Filed2026-04-10

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares30.7K

Event2026-03-31

Filed2026-04-10

DVY

ISHARES TR

-3.65%

Shares7.2K

Event2026-03-31

Filed2026-04-10

MGC

VANGUARD WORLD FD

-3.60%

Shares4.4K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

5.30%

Shares2.4K

Event2026-03-31

Filed2026-04-10

AFL

AFLAC INC

0.45%

Shares9.5K

Event2026-03-31

Filed2026-04-10

THRO

BLACKROCK ETF TRUST

35.08%

Shares27.5K

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

0.02%

Shares6.1K

Event2026-03-31

Filed2026-04-10

XLV

SELECT SECTOR SPDR TR

0.33%

Shares6.8K

Event2026-03-31

Filed2026-04-10

ESGU

ISHARES TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-10

IVE

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-10

XLC

SELECT SECTOR SPDR TR

0.46%

Shares8.2K

Event2026-03-31

Filed2026-04-10

QCOM

QUALCOMM INC

-0.85%

Shares7.3K

Event2026-03-31

Filed2026-04-10

BINC

BLACKROCK ETF TRUST II

11.74%

Shares17.2K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-10

BAI

BLACKROCK ETF TRUST

11.50%

Shares24.3K

Event2026-03-31

Filed2026-04-10

SPMO

INVESCO EXCH TRADED FD TR II

8.67%

Shares7.2K

Event2026-03-31

Filed2026-04-10

AZO

AUTOZONE INC

0.00%

Shares246

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

-5.61%

Shares1.8K

Event2026-03-31

Filed2026-04-10

SDY

SPDR SERIES TRUST

-0.92%

Shares5.3K

Event2026-03-31

Filed2026-04-10

FDX

FEDEX CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

-0.04%

Shares2.5K

Event2026-03-31

Filed2026-04-10

AEP

AMERICAN ELEC PWR CO INC

-17.78%

Shares5.1K

Event2026-03-31

Filed2026-04-10

GLDM

WORLD GOLD TR

-6.94%

Shares7.3K

Event2026-03-31

Filed2026-04-10

XLP

SELECT SECTOR SPDR TR

-0.11%

Shares8.1K

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

-9.20%

Shares3.9K

Event2026-03-31

Filed2026-04-10

SBUX

STARBUCKS CORP

-10.13%

Shares6.6K

Event2026-03-31

Filed2026-04-10

IBIG

ISHARES TR

-0.03%

Shares22.7K

Event2026-03-31

Filed2026-04-10

NEE

NEXTERA ENERGY INC

-8.55%

Shares6.3K

Event2026-03-31

Filed2026-04-10

CVX

CHEVRON CORPORATION

-4.91%

Shares2.9K

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

-14.51%

Shares4.9K

Event2026-03-31

Filed2026-04-10

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-10

ILCG

ISHARES TR

0.02%

Shares5.8K

Event2026-03-31

Filed2026-04-10

PPL

PPL CORP

-17.18%

Shares14.4K

Event2026-03-31

Filed2026-04-10

ABBV

ABBVIE INC

-0.29%

Shares2.7K

Event2026-03-31

Filed2026-04-10

PHILIP MORRIS INTL INC

-0.18%

Shares3.3K

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

-0.21%

Shares9.9K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

-0.28%

Shares2.5K

Event2026-03-31

Filed2026-04-10

VTI

VANGUARD INDEX FDS

-33.63%

Shares1.5K

Event2026-03-31

Filed2026-04-10

SHLD

GLOBAL X FDS

11.96%

Shares6.6K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.60%

Shares672

Event2026-03-31

Filed2026-04-10

RTX

RTX CORPORATION

-15.58%

Shares2.4K

Event2026-03-31

Filed2026-04-10

VERIZON COMMUNICATIONS INC

-6.05%

Shares9.8K

Event2026-03-31

Filed2026-04-10

IBIC

ISHARES TR

-0.16%

Shares18.3K

Event2026-03-31

Filed2026-04-10

GARP

ISHARES TR

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-10

MCK

MCKESSON CORP

-29.08%

Shares539

Event2026-03-31

Filed2026-04-10

IBIE

ISHARES TR

-0.17%

Shares17.5K

Event2026-03-31

Filed2026-04-10

IBID

ISHARES TR

-0.15%

Shares17.4K

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-10

SOUTHERN CO

-0.80%

Shares4.6K

Event2026-03-31

Filed2026-04-10

IBIF

ISHARES TR

-0.18%

Shares17.0K

Event2026-03-31

Filed2026-04-10

WPC

WP CAREY INC

-6.00%

Shares6.3K

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.71%

Shares1.8K

Event2026-03-31

Filed2026-04-10

PFE

PFIZER INC

0.07%

Shares16.0K

Event2026-03-31

Filed2026-04-10

BSRR

SIERRA BANCORP

0.00%

Shares12.3K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

-0.60%

Shares7.0K

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

-16.63%

Shares3.0K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-04-10