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The Analysis of MONEY CONCEPTS CAPITAL CORP's Holdings & P&L

Currently, MONEY CONCEPTS CAPITAL CORP holds 567 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in SVAL (+2.8M shares, valued at $98.9M), IEMG (+618.1K shares, valued at $43.1M), XLI (+174.6K shares, valued at $28.2M); decreased their positions in IWM (-356.7K shares, valued at $88.5M), XMMO (-470.2K shares, valued at $68.2M), SPMO (-396.0K shares, valued at $44.4M); initiated new positions in SVAL (+2.8M shares, valued at $98.9M), IEMG (+618.1K shares, valued at $43.1M), CTA (+152.6K shares, valued at $4.6M).

1M P&L

+63.0M+3.65%

3M P&L

+41.5M+2.37%

HY P&L

+144.2M+8.77%

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/A1.1B

68.9%

2Drug Manufacturers - General60.8M

3.7%

3Software - Infrastructure36.7M

2.2%

Top Industries by Stock Count

1N/A317 stocks

59.7%

2Software - Application10 stocks

1.9%

3Utilities - Regulated Electric10 stocks

1.9%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SVAL ISHARES TR2.8M sharesnew addition2026-03-312026-04-30

SPMO INVESCO EXCH TRADED FD TR II619.7K shares-38.99%2026-03-312026-04-30

IWS ISHARES TR429.7K shares-6.00%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS102.3K shares4.90%2026-03-312026-04-30

IEMG ISHARES INC618.1K sharesnew addition2026-03-312026-04-30

MAGS LISTED FDS TR653.7K shares-44.65%2026-03-312026-04-30

AAPL APPLE INC143.2K shares0.91%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR194.6K shares871.87%2026-03-312026-04-30

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XLV SELECT SECTOR SPDR TR208.3K shares1153.58%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR546.6K shares5459.98%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T138.7K shares18.07%2026-03-312026-04-30

SPTM SPDR SERIES TRUST314.8K shares6.39%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS157.5K shares2.88%2026-03-312026-04-30

IEFA ISHARES TR246.4K shares3.69%2026-03-312026-04-30

SPAB SPDR SERIES TRUST760.7K shares0.59%2026-03-312026-04-30

MSFT MICROSOFT CORP52.1K shares3.87%2026-03-312026-04-30

Sponsored

NVDA NVIDIA CORPORATION106.1K shares-2.63%2026-03-312026-04-30

IJR ISHARES TR134.4K shares2.44%2026-03-312026-04-30

VLGEA VILLAGE SUPER MKT INC391.2K shares5.72%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR122.5K shares-0.74%2026-03-312026-04-30

PSLV SPROTT ASSET MANAGEMENT LP617.2K shares0.36%2026-03-312026-04-30

SHY ISHARES TR167.6K shares214.32%2026-03-312026-04-30

IVV ISHARES TR20.4K shares0.44%2026-03-312026-04-30

LLY ELI LILLY & CO14.1K shares2.71%2026-03-312026-04-30

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AGG ISHARES TR127.5K shares1.95%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON51.1K shares1.76%2026-03-312026-04-30

BUFR FIRST TR EXCHNG TRADED FD VI366.0K shares2.47%2026-03-312026-04-30

USMV ISHARES TR128.5K shares3.94%2026-03-312026-04-30

SGOV ISHARES TR114.6K shares120.72%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F209.1K shares3.80%2026-03-312026-04-30

GILD GILEAD SCIENCES INC79.9K shares-7.26%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR355.6K shares5.69%2026-03-312026-04-30

Sponsored

OUNZ VANECK MERK GOLD ETF231.6K shares-2.73%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T15.9K shares27.07%2026-03-312026-04-30

CAH CARDINAL HEALTH INC47.2K shares-4.21%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR121.3K shares28.12%2026-03-312026-04-30

SPYM SPDR SERIES TRUST129.2K shares-29.14%2026-03-312026-04-30

PHYS SPROTT ASSET MANAGEMENT LP276.3K shares9.97%2026-03-312026-04-30

AMZN AMAZON COM INC46.5K shares2.78%2026-03-312026-04-30

NOBL PROSHARES TR90.6K shares139.46%2026-03-312026-04-30

Sponsored

FONR FONAR CORP497.5K shares-2.58%2026-03-312026-04-30

ABBV ABBVIE INC42.4K shares1.10%2026-03-312026-04-30

GDX VANECK ETF TRUST95.6K shares7.86%2026-03-312026-04-30

TBIL RBB FD INC175.2K shares2.74%2026-03-312026-04-30

KO COCA COLA CO112.1K shares4.86%2026-03-312026-04-30

PG PROCTER & GAMBLE CO58.8K shares5.47%2026-03-312026-04-30

WMT WALMART INC68.0K shares7.33%2026-03-312026-04-30

ALPHABET INC ALPHABET INC29.1K shares4.20%2026-03-312026-04-30

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SPSB SPDR SERIES TRUST255.3K shares3.19%2026-03-312026-04-30

IXUS ISHARES TR88.3K shares-0.22%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW58.0K shares4.08%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC50.5K shares-3.79%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC26.4K shares-0.76%2026-03-312026-04-30

GLW CORNING INC53.4K shares-4.51%2026-03-312026-04-30

SMH VANECK ETF TRUST18.7K shares1.30%2026-03-312026-04-30

JCPB J P MORGAN EXCHANGE TRADED F152.2K shares104.12%2026-03-312026-04-30

Sponsored

PFE PFIZER INC254.2K shares2.13%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP72.5K shares16.77%2026-03-312026-04-30

IJH ISHARES TR103.4K shares5.76%2026-03-312026-04-30

MCD MCDONALDS CORP22.0K shares-14.07%2026-03-312026-04-30

CSCO CISCO SYS INC88.0K shares-0.67%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F120.3K shares49.29%2026-03-312026-04-30

COWZ PACER FDS TR107.7K shares205.81%2026-03-312026-04-30

HD HOME DEPOT INC19.5K shares5.94%2026-03-312026-04-30

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JEPQ J P MORGAN EXCHANGE TRADED F112.8K shares53.81%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC124.2K shares0.39%2026-03-312026-04-30

SO SOUTHERN CO63.1K shares5.36%2026-03-312026-04-30

T AT&T INC210.1K shares0.54%2026-03-312026-04-30

ANGL VANECK ETF TRUST208.2K shares4.02%2026-03-312026-04-30

LNT ALLIANT ENERGY CORP81.1K shares4.04%2026-03-312026-04-30

IEF ISHARES TR60.3K shares-57.14%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F112.7K shares178.88%2026-03-312026-04-30

Sponsored

CL COLGATE PALMOLIVE CO66.0K shares2.74%2026-03-312026-04-30

CAT CATERPILLAR INC7.9K shares-29.65%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC63.1K shares54.52%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS22.4K shares5.56%2026-03-312026-04-30

SLV ISHARES SILVER TR79.6K shares29.91%2026-03-312026-04-30

WM WASTE MGMT INC DEL22.4K shares5.65%2026-03-312026-04-30

DIVB ISHARES TR95.3K shares-0.93%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR83.4K shares12.18%2026-03-312026-04-30

Sponsored

SCHG SCHWAB STRATEGIC TR171.6K shares34.20%2026-03-312026-04-30

BLV VANGUARD BD INDEX FDS71.9K shares1.02%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS22.8K shares0.48%2026-03-312026-04-30

GDXJ VANECK ETF TRUST40.7K shares3.98%2026-03-312026-04-30

VTV VANGUARD INDEX FDS24.5K shares-0.52%2026-03-312026-04-30

HP HELMERICH & PAYNE INC130.3K shares-4.07%2026-03-312026-04-30

CTA SIMPLIFY EXCHANGE TRADED FUN152.6K sharesnew addition2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP7.6K shares1.29%2026-03-312026-04-30

Sponsored

NVO NOVO-NORDISK A S123.3K shares7.18%2026-03-312026-04-30

META META PLATFORMS INC7.9K shares-1.72%2026-03-312026-04-30

IYY ISHARES TR28.4K shares-0.94%2026-03-312026-04-30

SOXX ISHARES TR13.5K shares-1.87%2026-03-312026-04-30

HON HONEYWELL INTL INC19.5K shares1.98%2026-03-312026-04-30

SENEA SENECA FOODS CORP NEW28.7K shares-1.00%2026-03-312026-04-30

SPYG SPDR SERIES TRUST44.2K shares12.07%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC21.3K shares0.23%2026-03-312026-04-30

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP12.4K shares3.10%2026-03-312026-04-30

ILCG ISHARES TR44.5K shares-11.52%2026-03-312026-04-30

CMCSA COMCAST CORP NEW147.8K shares14.60%2026-03-312026-04-30

VTI VANGUARD INDEX FDS13.2K shares0.29%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.5K shares1.83%2026-03-312026-04-30

IVLU ISHARES TR102.2K sharesnew addition2026-03-312026-04-30

ONEQ FIDELITY COMWLTH TR47.4K shares9.48%2026-03-312026-04-30

VTIP VANGUARD MALVERN FDS79.4K sharesnew addition2026-03-312026-04-30

Sponsored

MOAT VANECK ETF TRUST39.5K sharesnew addition2026-03-312026-04-30

DOCT FIRST TR EXCHNG TRADED FD VI87.8K shares650.52%2026-03-312026-04-30

BROADCOM INC BROADCOM INC12.3K shares0.99%2026-03-312026-04-30

GLD SPDR GOLD TR8.8K shares12.12%2026-03-312026-04-30

SPYV SPDR SERIES TRUST65.1K shares4.15%2026-03-312026-04-30

DE DEERE & CO6.5K shares-1.07%2026-03-312026-04-30

KR KROGER CO50.2K shares3.24%2026-03-312026-04-30

PMMF BLACKROCK ETF TRUST36.1K sharesnew addition2026-03-312026-04-30

Sponsored

FLOT ISHARES TR70.8K shares1208.25%2026-03-312026-04-30

IYW ISHARES TR19.9K shares56.30%2026-03-312026-04-30

XSD SPDR SERIES TRUST10.8K shares-2.00%2026-03-312026-04-30

BAB INVESCO EXCH TRADED FD TR II130.3K shares5.75%2026-03-312026-04-30

SKYY FIRST TR EXCHANGE-TRADED FD32.1K shares-1.93%2026-03-312026-04-30

SPHQ INVESCO EXCHANGE TRADED FD T46.7K shares-7.29%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR114.5K shares115.16%2026-03-312026-04-30

VONG VANGUARD SCOTTSDALE FDS31.8K shares11.29%2026-03-312026-04-30

Sponsored

MINT PIMCO ETF TR34.3K shares1310.48%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION3.4K shares6.65%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO11.4K shares14.05%2026-03-312026-04-30

PEP PEPSICO INC21.2K shares1.47%2026-03-312026-04-30

AMGN AMGEN INC9.3K shares-1.35%2026-03-312026-04-30

BOND PIMCO ETF TR35.5K shares8.66%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC56.2K shares6.41%2026-03-312026-04-30

ALPHABET INC ALPHABET INC11.2K shares-1.12%2026-03-312026-04-30

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AEM AGNICO EAGLE MINES LTD15.8K shares0.74%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC11.8K shares-0.26%2026-03-312026-04-30

USFR WISDOMTREE TR63.1K shares1.72%2026-03-312026-04-30

TFLO ISHARES TR61.2K shares48.05%2026-03-312026-04-30

XOM EXXON MOBIL CORP18.2K shares-0.18%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC15.8K sharesnew addition2026-03-312026-04-30

CMI CUMMINS INC5.6K shares-4.13%2026-03-312026-04-30

IXN ISHARES TR30.0K shares-2.32%2026-03-312026-04-30

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VGK VANGUARD INTL EQUITY INDEX F36.1K sharesnew addition2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR63.9K shares-21.96%2026-03-312026-04-30

VIST VISTA ENERGY S.A.B. DE C.V.38.7K shares-4.47%2026-03-312026-04-30

COP CONOCOPHILLIPS21.8K sharesnew addition2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II12.1K shares-53.48%2026-03-312026-04-30

SBUX STARBUCKS CORP31.9K shares14.87%2026-03-312026-04-30

MUB ISHARES TR26.4K shares11.62%2026-03-312026-04-30

RGLD ROYAL GOLD INC11.0K shares-1.61%2026-03-312026-04-30

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IVW ISHARES TR23.8K shares-6.93%2026-03-312026-04-30

JHSC JOHN HANCOCK EXCHANGE TRADED62.5K sharesnew addition2026-03-312026-04-30

SPGP INVESCO EXCHANGE TRADED FD T24.4K shares7.69%2026-03-312026-04-30

BIL SPDR SERIES TRUST28.2K shares-8.26%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.0K shares45.45%2026-03-312026-04-30

VONV VANGUARD SCOTTSDALE FDS27.4K shares9.61%2026-03-312026-04-30

MGK VANGUARD WORLD FD7.0K shares-5.36%2026-03-312026-04-30

PECO PHILLIPS EDISON & CO INC68.4K shares-5.14%2026-03-312026-04-30

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SCHD SCHWAB STRATEGIC TR81.5K shares52.56%2026-03-312026-04-30

IYK ISHARES TR35.2K shares1.02%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS53.9K shares17.85%2026-03-312026-04-30

ETR ENTERGY CORP NEW21.4K shares0.12%2026-03-312026-04-30

AKAM AKAMAI TECHNOLOGIES INC20.9K shares6.28%2026-03-312026-04-30

CVX CHEVRON CORPORATION11.4K shares3.22%2026-03-312026-04-30

DFAT DIMENSIONAL ETF TRUST37.8K sharesnew addition2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC14.7K shares9.82%2026-03-312026-04-30

Sponsored

PTLC PACER FDS TR44.8K shares1.65%2026-03-312026-04-30

PYLD PIMCO ETF TR89.4K shares23.46%2026-03-312026-04-30

SDOG ALPS ETF TR35.6K shares0.57%2026-03-312026-04-30

ORCL ORACLE CORP15.7K shares28.00%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC20.4K shares0.39%2026-03-312026-04-30

IYH ISHARES TR37.1K shares511.03%2026-03-312026-04-30

HOG HARLEY DAVIDSON INC112.8K shares75.48%2026-03-312026-04-30

OZK BANK OZK LITTLE ROCK ARK49.1K shares1.75%2026-03-312026-04-30

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MERCK & CO INC MERCK & CO INC18.7K shares30.53%2026-03-312026-04-30

IFRA ISHARES TR39.3K shares-2.11%2026-03-312026-04-30

NOMD NOMAD FOODS LTD233.9K shares24.67%2026-03-312026-04-30

URA GLOBAL X FDS46.1K shares2.24%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP3.2K shares5.39%2026-03-312026-04-30

KHPI MANAGED PORTFOLIO SERIES89.7K shares195.01%2026-03-312026-04-30

VLU SPDR SERIES TRUST10.0K shares-1.25%2026-03-312026-04-30

IEI ISHARES TR18.0K shares16.80%2026-03-312026-04-30

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TSLA TESLA INC5.7K shares4.25%2026-03-312026-04-30

CASY CASEYS GEN STORES INC2.9K shares7.85%2026-03-312026-04-30

TIP ISHARES TR19.1K shares39.85%2026-03-312026-04-30

IWY ISHARES TR8.4K shares-6.02%2026-03-312026-04-30

NEE NEXTERA ENERGY INC22.6K shares10.88%2026-03-312026-04-30

DGRO ISHARES TR29.5K shares3.81%2026-03-312026-04-30

TLT ISHARES TR23.8K shares349.42%2026-03-312026-04-30

RSG REPUBLIC SVCS INC9.3K shares13.42%2026-03-312026-04-30

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SYY SYSCO CORP28.7K shares6.91%2026-03-312026-04-30

TJX TJX COS INC NEW12.8K shares5.03%2026-03-312026-04-30

XMVM INVESCO EXCHANGE TRADED FD T31.0K shares-1.48%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR22.0K shares8.25%2026-03-312026-04-30

VSDA VICTORY PORTFOLIOS II35.5K shares-22.10%2026-03-312026-04-30

ALB ALBEMARLE CORP10.8K shares4.47%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC2.3K shares25.11%2026-03-312026-04-30

VGT VANGUARD WORLD FD2.7K shares6.55%2026-03-312026-04-30

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V VISA INC6.3K shares8.46%2026-03-312026-04-30

LQD ISHARES TR17.3K sharesnew addition2026-03-312026-04-30

VIK VIKING HOLDINGS LTD25.5K shares-0.23%2026-03-312026-04-30

SPDR SERIES TRUST SPDR SERIES TRUST19.6K sharesnew addition2026-03-312026-04-30

UUP INVESCO DB US DLR INDEX TR66.3K sharesnew addition2026-03-312026-04-30

RWL INVESCO EXCH TRADED FD TR II15.9K shares-66.92%2026-03-312026-04-30

ILF ISHARES TR50.8K sharesnew addition2026-03-312026-04-30

LW LAMB WESTON HLDGS INC42.4K shares1.86%2026-03-312026-04-30

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ARKK ARK ETF TR26.2K shares-1.17%2026-03-312026-04-30

VST VISTRA CORP11.7K shares17.77%2026-03-312026-04-30

CTAS CINTAS CORP10.3K shares1.21%2026-03-312026-04-30

NKE NIKE INC32.9K shares18.09%2026-03-312026-04-30

INTC INTEL CORP39.4K shares13.60%2026-03-312026-04-30

YELP YELP INC68.1K sharesnew addition2026-03-312026-04-30

IBTG ISHARES TR73.5K shares18.55%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS22.7K shares34.25%2026-03-312026-04-30

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TSN TYSON FOODS INC26.1K shares14.15%2026-03-312026-04-30

XMMO INVESCO EXCHANGE TRADED FD T11.5K shares-97.61%2026-03-312026-04-30

NRXS NEURAXIS INC225.6K shares1.33%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE5.9K shares9.09%2026-03-312026-04-30

VUG VANGUARD INDEX FDS3.8K shares3.59%2026-03-312026-04-30

DDEC FIRST TR EXCHNG TRADED FD VI36.4K shares408.62%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD40.8K shares2.27%2026-03-312026-04-30

BILS SPDR SERIES TRUST16.2K shares-7.67%2026-03-312026-04-30

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FTC FIRST TR EXCHANGE-TRADED ALP10.2K shares-7.67%2026-03-312026-04-30

DDOG DATADOG INC13.3K shares8.22%2026-03-312026-04-30

PYPL PAYPAL HLDGS INC34.6K shares11.11%2026-03-312026-04-30

RPV INVESCO EXCHANGE TRADED FD T14.6K shares2.36%2026-03-312026-04-30

AFL AFLAC INC14.3K shares5.16%2026-03-312026-04-30

RBRK RUBRIK INC.31.9K shares82.36%2026-03-312026-04-30

IWM ISHARES TR6.2K shares-98.28%2026-03-312026-04-30

PRU PRUDENTIAL FINL INC15.5K shares23.66%2026-03-312026-04-30

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ADBE ADOBE INC6.1K shares2.69%2026-03-312026-04-30

FENI FIDELITY COVINGTON TRUST38.4K shares70.26%2026-03-312026-04-30

FSMD FIDELITY COVINGTON TRUST31.9K shares73.08%2026-03-312026-04-30

SPSM SPDR SERIES TRUST29.5K shares8.25%2026-03-312026-04-30

FBCG FIDELITY COVINGTON TRUST28.2K shares67.31%2026-03-312026-04-30

UDEC INNOVATOR ETFS TRUST36.3K shares190.13%2026-03-312026-04-30

PFF ISHARES TR46.3K shares20.44%2026-03-312026-04-30

GOVT ISHARES TR61.0K shares8.99%2026-03-312026-04-30

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CDC VICTORY PORTFOLIOS II19.6K shares-24.67%2026-03-312026-04-30

HSY HERSHEY CO6.7K shares0.46%2026-03-312026-04-30

IMCG ISHARES TR17.7K shares1.87%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC3.3K shares4.16%2026-03-312026-04-30

TXN TEXAS INSTRS INC7.1K shares6.21%2026-03-312026-04-30

QUAL ISHARES TR7.2K shares-7.26%2026-03-312026-04-30

OLED UNIVERSAL DISPLAY CORP14.9K shares2.08%2026-03-312026-04-30

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ILCB ISHARES TR15.2K shares-2.78%2026-03-312026-04-30

SPMD SPDR SERIES TRUST23.0K shares10.58%2026-03-312026-04-30

GEV GE VERNOVA INC1.5K shares24.78%2026-03-312026-04-30

GTO INVESCO ACTIVELY MANAGED EXC28.6K shares-1.18%2026-03-312026-04-30

KCE SPDR SERIES TRUST9.7K shares0.09%2026-03-312026-04-30

BOXX EA SERIES TRUST11.4K sharesnew addition2026-03-312026-04-30

FTEC FIDELITY COVINGTON TRUST6.3K shares10.09%2026-03-312026-04-30

SHV ISHARES TR11.8K shares432.66%2026-03-312026-04-30

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SPEM SPDR INDEX SHS FDS27.7K shares20.76%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR44.6K shares83.87%2026-03-312026-04-30

O REALTY INCOME CORP21.1K shares-3.52%2026-03-312026-04-30

CB CHUBB LTD SWITZ4.0K shares15.17%2026-03-312026-04-30

XITK SPDR SERIES TRUST8.7K shares-7.39%2026-03-312026-04-30

FJUL FIRST TR EXCHNG TRADED FD VI23.4K shares15.77%2026-03-312026-04-30

ABT ABBOTT LABORATORIES12.4K shares-0.15%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC2.7K shares-2.22%2026-03-312026-04-30

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ITOT ISHARES TR8.8K shares-0.09%2026-03-312026-04-30

FDIV EA SERIES TRUST46.2K shares10.94%2026-03-312026-04-30

DIS DISNEY WALT CO12.7K shares17.05%2026-03-312026-04-30

PLD PROLOGIS INC.9.2K shares2.68%2026-03-312026-04-30

RDDT REDDIT INC8.9K shares15.46%2026-03-312026-04-30

CRPT FIRST TR EXCHNG TRADED FD VI102.9K shares13.91%2026-03-312026-04-30

MTRX MATRIX SVC CO104.2K shares-0.30%2026-03-312026-04-30

NFLX NETFLIX INC.12.4K shares-19.33%2026-03-312026-04-30

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XAR SPDR SERIES TRUST4.7K shares12.58%2026-03-312026-04-30

QTUM ETF SER SOLUTIONS11.0K shares-1.98%2026-03-312026-04-30

VMBS VANGUARD SCOTTSDALE FDS25.1K shares8.93%2026-03-312026-04-30

DGRW WISDOMTREE TR13.2K shares7.38%2026-03-312026-04-30

FR FIRST INDL RLTY TR INC20.1K shares5.13%2026-03-312026-04-30

TTD THE TRADE DESK INC51.1K shares11.53%2026-03-312026-04-30

MCK MCKESSON CORP1.3K shares18.29%2026-03-312026-04-30

FJAN FIRST TR EXCHNG TRADED FD VI22.8K shares15.82%2026-03-312026-04-30

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CALF PACER FDS TR25.6K shares411.61%2026-03-312026-04-30

FERMI INC FERMI INC196.5K sharesnew addition2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC1.2K shares5.49%2026-03-312026-04-30

DLTR DOLLAR TREE INC10.5K shares0.12%2026-03-312026-04-30

ZSEP INNOVATOR ETFS TRUST42.0K shares0.00%2026-03-312026-04-30

MA MASTERCARD INCORPORATED2.2K shares-7.15%2026-03-312026-04-30

WGO WINNEBAGO INDS INC35.6K shares6.63%2026-03-312026-04-30

DAKT DAKTRONICS INC56.2K shares-47.98%2026-03-312026-04-30

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CHAT TIDAL TRUST II17.7K sharesnew addition2026-03-312026-04-30

HR HEALTHCARE RLTY TR63.8K shares3.58%2026-03-312026-04-30

NOW SERVICENOW INC10.3K shares16.90%2026-03-312026-04-30

HMC HONDA MOTOR CO LTD43.9K shares111.34%2026-03-312026-04-30

XLY SELECT SECTOR SPDR TR9.7K shares-65.73%2026-03-312026-04-30

IWN ISHARES TR5.4K sharesnew addition2026-03-312026-04-30

PONY PONY AI INC106.1K shares13.38%2026-03-312026-04-30

UJAN INNOVATOR ETFS TRUST23.5K sharesnew addition2026-03-312026-04-30

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EXR EXTRA SPACE STORAGE INC7.4K shares9.27%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO3.2K shares3.00%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD14.0K shares3.04%2026-03-312026-04-30

ELV ELEVANCE HEALTH INC FORMERLY3.1K shares7.89%2026-03-312026-04-30

DLAG FIRST TR EXCHNG TRADED FD VI29.8K sharesnew addition2026-03-312026-04-30

FELC FIDELITY COVINGTON TRUST25.2K shares76.07%2026-03-312026-04-30

JAAA JANUS DETROIT STR TR17.7K shares198.46%2026-03-312026-04-30

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CFA VICTORY PORTFOLIOS II9.7K shares-11.91%2026-03-312026-04-30

DFEB FIRST TR EXCHNG TRADED FD VI18.6K shares0.49%2026-03-312026-04-30

ROL ROLLINS INC16.4K shares9.22%2026-03-312026-04-30

INTU INTUIT2.0K shares28.47%2026-03-312026-04-30

CLX CLOROX CO DEL8.4K shares25.89%2026-03-312026-04-30

CINF CINCINNATI FINL CORP5.5K shares0.04%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC2.5K shares69.28%2026-03-312026-04-30

YUM YUM BRANDS INC5.5K shares49.99%2026-03-312026-04-30

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FUTY FIDELITY COVINGTON TRUST14.3K shares97.13%2026-03-312026-04-30

VFLO VICTORY PORTFOLIOS II21.4K shares-8.82%2026-03-312026-04-30

UNOV INNOVATOR ETFS TRUST22.7K sharesnew addition2026-03-312026-04-30

XBIL RBB FD INC16.7K shares0.60%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC1.9K shares1.59%2026-03-312026-04-30

HDV ISHARES TR6.1K shares10.78%2026-03-312026-04-30

IWD ISHARES TR3.9K shares12.13%2026-03-312026-04-30

FBND FIDELITY MERRIMACK STR TR17.9K shares29.62%2026-03-312026-04-30

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DMAY FIRST TR EXCHNG TRADED FD VI18.0K shares0.00%2026-03-312026-04-30

IJT ISHARES TR5.6K shares3.16%2026-03-312026-04-30

GSK PLC GSK PLC14.6K shares1.28%2026-03-312026-04-30

IWF ISHARES TR1.9K shares-9.86%2026-03-312026-04-30

VPU VANGUARD WORLD FD4.0K shares-0.10%2026-03-312026-04-30

AOM ISHARES TR16.3K shares14.14%2026-03-312026-04-30

RTH VANECK ETF TRUST3.1K shares-3.23%2026-03-312026-04-30

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TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-7.54%2026-03-312026-04-30

IGV ISHARES TR9.4K shares-24.46%2026-03-312026-04-30

DDTS INNOVATOR ETFS TRUST35.4K shares1.32%2026-03-312026-04-30

RTO RENTOKIL INITIAL PLC23.3K shares17.15%2026-03-312026-04-30

FDL FIRST TR EXCHANGE-TRADED FD14.4K shares-11.88%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.9K shares128.50%2026-03-312026-04-30

SYBT STOCK YDS BANCORP INC10.7K shares0.00%2026-03-312026-04-30

DFAC DIMENSIONAL ETF TRUST18.0K shares-0.06%2026-03-312026-04-30

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VXF VANGUARD INDEX FDS3.4K shares-81.40%2026-03-312026-04-30

SCHH SCHWAB STRATEGIC TR32.3K sharesnew addition2026-03-312026-04-30

VDC VANGUARD WORLD FD3.1K shares9.21%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN3.4K sharesnew addition2026-03-312026-04-30

FMTM EA SERIES TRUST19.6K shares10.43%2026-03-312026-04-30

CII BLACKROCK ENHANCED LARGE CAP32.4K shares8.07%2026-03-312026-04-30

DOX AMDOCS LTD10.3K shares13.64%2026-03-312026-04-30

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REMX VANECK ETF TRUST7.6K shares2.53%2026-03-312026-04-30

FIDELITY COVINGTON TRUST FIDELITY COVINGTON TRUST13.9K shares68.42%2026-03-312026-04-30

HOMB HOME BANCSHARES INC24.6K sharesnew addition2026-03-312026-04-30

DFUV DIMENSIONAL ETF TRUST13.4K sharesnew addition2026-03-312026-04-30

DCOR DIMENSIONAL ETF TRUST9.0K shares0.00%2026-03-312026-04-30

VGSH VANGUARD SCOTTSDALE FDS11.0K sharesnew addition2026-03-312026-04-30

SDY SPDR SERIES TRUST4.4K shares10.05%2026-03-312026-04-30

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SCHX SCHWAB STRATEGIC TR24.9K shares75.47%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T13.6K shares-6.85%2026-03-312026-04-30

GM GENERAL MTRS CO8.5K sharesnew addition2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS8.0K shares2.62%2026-03-312026-04-30

SIL GLOBAL X FDS7.0K shares-2.32%2026-03-312026-04-30

XMHQ INVESCO EXCHANGE TRADED FD T6.1K shares4.91%2026-03-312026-04-30

SPTS SPDR SERIES TRUST21.1K shares37.16%2026-03-312026-04-30

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HRL HORMEL FOODS CORP27.0K shares16.77%2026-03-312026-04-30

JULT AIM ETF PRODUCTS TRUST13.8K shares-14.88%2026-03-312026-04-30

PPLT ABRDN PLATINUM ETF TRUST3.4K shares-3.99%2026-03-312026-04-30

APTIV PLC APTIV PLC8.7K shares8.17%2026-03-312026-04-30

CCJ CAMECO CORP5.5K shares102.86%2026-03-312026-04-30

VLO VALERO ENERGY CORP2.4K shares35.40%2026-03-312026-04-30

EEM ISHARES TR10.6K shares159.18%2026-03-312026-04-30

PJUL INNOVATOR ETFS TRUST12.9K shares0.00%2026-03-312026-04-30

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ASML ASML HLDG NV439 shares2.81%2026-03-312026-04-30

GIS GENERAL MILLS INC15.4K shares17.53%2026-03-312026-04-30

MTUM ISHARES TR2.4K shares-83.83%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS6.4K shares-4.63%2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F12.2K shares15.84%2026-03-312026-04-30

JQUA J P MORGAN EXCHANGE TRADED F9.1K shares12.82%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS8.6K shares15.47%2026-03-312026-04-30

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KDP KEURIG DR PEPPER INC20.8K shares0.72%2026-03-312026-04-30

BA BOEING CO2.7K shares5.51%2026-03-312026-04-30

VUSB VANGUARD BD INDEX FDS10.9K shares79.37%2026-03-312026-04-30

ESGV VANGUARD WORLD FD4.8K shares0.00%2026-03-312026-04-30

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IDU ISHARES TR4.6K shares12.90%2026-03-312026-04-30

CFO VICTORY PORTFOLIOS II7.2K shares-43.33%2026-03-312026-04-30

QQH NORTHERN LTS FD TR III7.6K shares0.53%2026-03-312026-04-30

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IBTH ISHARES TR23.5K shares12.86%2026-03-312026-04-30

VXUS VANGUARD STAR FDS6.8K shares21.01%2026-03-312026-04-30

TWO RDS SHARED TR TWO RDS SHARED TR19.4K shares3.84%2026-03-312026-04-30

LOW LOWES COS INC2.2K shares-5.35%2026-03-312026-04-30

ITA ISHARES TR2.3K shares0.73%2026-03-312026-04-30

WMK WEIS MKTS INC7.3K shares15.57%2026-03-312026-04-30

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JANT AIM ETF PRODUCTS TRUST12.3K shares-15.32%2026-03-312026-04-30

BCI ABRDN ETFS20.0K sharesnew addition2026-03-312026-04-30

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CGGO CAPITAL GROUP GBL GROWTH EQT14.4K shares9.39%2026-03-312026-04-30

MO ALTRIA GROUP INC7.3K shares23.89%2026-03-312026-04-30

XLG INVESCO EXCHANGE TRADED FD T8.8K shares0.81%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC4.8K shares75.80%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC3.8K shares-0.87%2026-03-312026-04-30

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COIN COINBASE GLOBAL INC2.6K shares52.29%2026-03-312026-04-30

IRT INDEPENDENCE RLTY TR INC30.4K shares15.76%2026-03-312026-04-30

DDWM WISDOMTREE TR10.2K shares-3.36%2026-03-312026-04-30

CVS CVS HEALTH CORP6.3K shares1.94%2026-03-312026-04-30

BALT INNOVATOR ETFS TRUST13.2K shares53.44%2026-03-312026-04-30

AMCX AMC NETWORKS INC65.1K shares13.70%2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR17.7K sharesnew addition2026-03-312026-04-30

ECC EAGLE POINT CREDIT COMPANY I113.5K shares-68.00%2026-03-312026-04-30

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CSX CSX CORP10.4K shares4.31%2026-03-312026-04-30

XBI SPDR SERIES TRUST3.3K shares12.38%2026-03-312026-04-30

XYLD GLOBAL X FDS10.8K shares48.82%2026-03-312026-04-30

BUFF INNOVATOR ETFS TRUST8.4K sharesnew addition2026-03-312026-04-30

BUYW NORTHERN LTS FD TR IV29.5K shares21.48%2026-03-312026-04-30

FVD FIRST TR EXCHANGE-TRADED FD8.8K shares-1.01%2026-03-312026-04-30

SJM SMUCKER J M CO4.2K shares1.49%2026-03-312026-04-30

OKLO OKLO INC8.2K sharesnew addition2026-03-312026-04-30

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JAJL INNOVATOR ETFS TRUST13.8K shares-80.73%2026-03-312026-04-30

DFIC DIMENSIONAL ETF TRUST11.3K shares-4.03%2026-03-312026-04-30

BAC BANK AMERICA CORP8.2K shares65.17%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC1.9K shares1.11%2026-03-312026-04-30

COWG PACER FDS TR11.5K shares-36.79%2026-03-312026-04-30

DVY ISHARES TR2.6K shares8.70%2026-03-312026-04-30

SPYI NEOS ETF TRUST7.8K shares-10.80%2026-03-312026-04-30

MMM 3M CO2.6K shares15.91%2026-03-312026-04-30

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DIA STATE STR SPDR DOW JONES IND813 shares-82.91%2026-03-312026-04-30

TGRT T ROWE PRICE ETF INC9.6K sharesnew addition2026-03-312026-04-30

RSPU INVESCO EXCHANGE TRADED FD T4.6K shares22.65%2026-03-312026-04-30

NATIONAL GRID PLC NATIONAL GRID PLC4.4K shares19.96%2026-03-312026-04-30

GNL GLOBAL NET LEASE INC39.8K shares-3.58%2026-03-312026-04-30

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.0K shares2.88%2026-03-312026-04-30

PULS PGIM ETF TR7.4K shares1.45%2026-03-312026-04-30

RDIV INVESCO EXCH TRADED FD TR II6.6K shares-2.01%2026-03-312026-04-30

ES EVERSOURCE ENERGY5.3K shares2.11%2026-03-312026-04-30

VO VANGUARD INDEX FDS1.3K shares15.07%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 40585 shares-16.55%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP1.3K sharesnew addition2026-03-312026-04-30

QQEW FIRST TR EXCHANGE-TRADED FD2.8K shares-4.28%2026-03-312026-04-30

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ADPV SERIES PORTFOLIOS TR8.5K sharesnew addition2026-03-312026-04-30

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COF CAPITAL ONE FINL CORP1.9K shares7.26%2026-03-312026-04-30

LVHI LEGG MASON ETF INVT8.7K shares2.14%2026-03-312026-04-30

SRE SEMPRA3.6K sharesnew addition2026-03-312026-04-30

QCOM QUALCOMM INC2.7K shares25.70%2026-03-312026-04-30

SWAN AMPLIFY ETF TR11.2K shares0.00%2026-03-312026-04-30

VIS VANGUARD WORLD FD1.1K shares1.56%2026-03-312026-04-30

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GBTC GRAYSCALE BITCOIN TRUST ETF6.5K shares13.08%2026-03-312026-04-30

WTS WATTS WATER TECHNOLOGIES INC1.2K sharesnew addition2026-03-312026-04-30

MUSA MURPHY USA INC684 sharesnew addition2026-03-312026-04-30

INCE FRANKLIN TEMPLETON ETF TR5.2K shares0.00%2026-03-312026-04-30

QDPL PACER FDS TR8.4K shares-25.51%2026-03-312026-04-30

RDVI FIRST TR EXCHANGE-TRADED FD13.0K sharesnew addition2026-03-312026-04-30

USVM VICTORY PORTFOLIOS II3.5K shares1.57%2026-03-312026-04-30

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EFA ISHARES TR3.4K shares-73.02%2026-03-312026-04-30

ZBH ZIMMER BIOMET HOLDINGS INC3.6K shares9.76%2026-03-312026-04-30

DIVO AMPLIFY ETF TR7.2K shares3.85%2026-03-312026-04-30

FNDX SCHWAB STRATEGIC TR11.5K sharesnew addition2026-03-312026-04-30

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VFH VANGUARD WORLD FD2.6K shares51.78%2026-03-312026-04-30

USTB VICTORY PORTFOLIOS II6.3K shares0.11%2026-03-312026-04-30

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NVBU AIM ETF PRODUCTS TRUST11.3K shares2.27%2026-03-312026-04-30

HCA HCA HEALTHCARE INC668 shares33.07%2026-03-312026-04-30

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ZIG ETF SER SOLUTIONS8.0K shares9.81%2026-03-312026-04-30

UOCT INNOVATOR ETFS TRUST8.1K shares-36.31%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC2.7K shares7.55%2026-03-312026-04-30

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TOTL SSGA ACTIVE ETF TR7.7K shares11.68%2026-03-312026-04-30

DBEF DBX ETF TR6.2K shares0.24%2026-03-312026-04-30

KRO KRONOS WORLDWIDE INC46.2K sharesnew addition2026-03-312026-04-30

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CVMC MORGAN STANLEY ETF TRUST4.6K shares0.00%2026-03-312026-04-30

PTNQ PACER FDS TR4.0K shares23.65%2026-03-312026-04-30

EQRR PROSHARES TR4.2K sharesnew addition2026-03-312026-04-30

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APP APPLOVIN CORP734 shares11.55%2026-03-312026-04-30

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TDV PROSHARES TR3.4K shares-3.21%2026-03-312026-04-30

VB VANGUARD INDEX FDS1.1K shares0.64%2026-03-312026-04-30

D DOMINION ENERGY INC4.5K shares19.46%2026-03-312026-04-30

DTM DT MIDSTREAM INC2.0K sharesnew addition2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP1.3K sharesnew addition2026-03-312026-04-30

Sponsored

ORLY OREILLY AUTOMOTIVE INC2.9K shares-1.53%2026-03-312026-04-30

UJUL INNOVATOR ETFS TRUST7.0K shares-47.43%2026-03-312026-04-30

TWO RDS SHARED TR TWO RDS SHARED TR10.3K shares23.57%2026-03-312026-04-30

GDEC FIRST TR EXCHNG TRADED FD VI7.2K shares0.00%2026-03-312026-04-30

SYLD CAMBRIA ETF TR3.5K shares-2.91%2026-03-312026-04-30

EFG ISHARES TR2.4K sharesnew addition2026-03-312026-04-30

UJUN INNOVATOR ETFS TRUST7.1K shares0.00%2026-03-312026-04-30

IBB ISHARES TR1.5K shares0.72%2026-03-312026-04-30

Sponsored

PGR PROGRESSIVE CORP1.3K shares-22.84%2026-03-312026-04-30

IYE ISHARES TR4.0K sharesnew addition2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3.4K sharesnew addition2026-03-312026-04-30

YYY AMPLIFY ETF TR23.6K shares1.16%2026-03-312026-04-30

ISTB ISHARES TR5.3K shares-11.28%2026-03-312026-04-30

GBIL GOLDMAN SACHS ETF TR2.6K sharesnew addition2026-03-312026-04-30

QYLD GLOBAL X FDS14.8K shares2.21%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN1.6K sharesnew addition2026-03-312026-04-30

Sponsored

FDX FEDEX CORP702 sharesnew addition2026-03-312026-04-30

GFLW VICTORY PORTFOLIOS II9.4K shares-10.40%2026-03-312026-04-30

FTLS FIRST TR EXCH TRADED FD III3.5K shares8.71%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC4.3K shares0.00%2026-03-312026-04-30

SVAL

ISHARES TR

New

Shares2.8M

Event2026-03-31

Filed2026-04-30

SPMO

INVESCO EXCH TRADED FD TR II

-38.99%

Shares619.7K

Event2026-03-31

Filed2026-04-30

IWS

ISHARES TR

-6.00%

Shares429.7K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

4.90%

Shares102.3K

Event2026-03-31

Filed2026-04-30

IEMG

ISHARES INC

New

Shares618.1K

Event2026-03-31

Filed2026-04-30

MAGS

LISTED FDS TR

-44.65%

Shares653.7K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

0.91%

Shares143.2K

Event2026-03-31

Filed2026-04-30

XLI

SELECT SECTOR SPDR TR

871.87%

Shares194.6K

Event2026-03-31

Filed2026-04-30

XLV

SELECT SECTOR SPDR TR

1153.58%

Shares208.3K

Event2026-03-31

Filed2026-04-30

XLF

SELECT SECTOR SPDR TR

5459.98%

Shares546.6K

Event2026-03-31

Filed2026-04-30

INVESCO EXCHANGE TRADED FD T

18.07%

Shares138.7K

Event2026-03-31

Filed2026-04-30

SPTM

SPDR SERIES TRUST

6.39%

Shares314.8K

Event2026-03-31

Filed2026-04-30

VYM

VANGUARD WHITEHALL FDS

2.88%

Shares157.5K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

3.69%

Shares246.4K

Event2026-03-31

Filed2026-04-30

SPAB

SPDR SERIES TRUST

0.59%

Shares760.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

3.87%

Shares52.1K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.63%

Shares106.1K

Event2026-03-31

Filed2026-04-30

IJR

ISHARES TR

2.44%

Shares134.4K

Event2026-03-31

Filed2026-04-30

VLGEA

VILLAGE SUPER MKT INC

5.72%

Shares391.2K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-0.74%

Shares122.5K

Event2026-03-31

Filed2026-04-30

PSLV

SPROTT ASSET MANAGEMENT LP

0.36%

Shares617.2K

Event2026-03-31

Filed2026-04-30

SHY

ISHARES TR

214.32%

Shares167.6K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

0.44%

Shares20.4K

Event2026-03-31

Filed2026-04-30

LLY

ELI LILLY & CO

2.71%

Shares14.1K

Event2026-03-31

Filed2026-04-30

AGG

ISHARES TR

1.95%

Shares127.5K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

1.76%

Shares51.1K

Event2026-03-31

Filed2026-04-30

BUFR

FIRST TR EXCHNG TRADED FD VI

2.47%

Shares366.0K

Event2026-03-31

Filed2026-04-30

USMV

ISHARES TR

3.94%

Shares128.5K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

120.72%

Shares114.6K

Event2026-03-31

Filed2026-04-30

VWO

VANGUARD INTL EQUITY INDEX F

3.80%

Shares209.1K

Event2026-03-31

Filed2026-04-30

GILD

GILEAD SCIENCES INC

-7.26%

Shares79.9K

Event2026-03-31

Filed2026-04-30

SCHM

SCHWAB STRATEGIC TR

5.69%

Shares355.6K

Event2026-03-31

Filed2026-04-30

OUNZ

VANECK MERK GOLD ETF

-2.73%

Shares231.6K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

27.07%

Shares15.9K

Event2026-03-31

Filed2026-04-30

CAH

CARDINAL HEALTH INC

-4.21%

Shares47.2K

Event2026-03-31

Filed2026-04-30

XLP

SELECT SECTOR SPDR TR

28.12%

Shares121.3K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

-29.14%

Shares129.2K

Event2026-03-31

Filed2026-04-30

PHYS

SPROTT ASSET MANAGEMENT LP

9.97%

Shares276.3K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

2.78%

Shares46.5K

Event2026-03-31

Filed2026-04-30

NOBL

PROSHARES TR

139.46%

Shares90.6K

Event2026-03-31

Filed2026-04-30

FONR

FONAR CORP

-2.58%

Shares497.5K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

1.10%

Shares42.4K

Event2026-03-31

Filed2026-04-30

GDX

VANECK ETF TRUST

7.86%

Shares95.6K

Event2026-03-31

Filed2026-04-30

TBIL

RBB FD INC

2.74%

Shares175.2K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

4.86%

Shares112.1K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

5.47%

Shares58.8K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

7.33%

Shares68.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

4.20%

Shares29.1K

Event2026-03-31

Filed2026-04-30

SPSB

SPDR SERIES TRUST

3.19%

Shares255.3K

Event2026-03-31

Filed2026-04-30

IXUS

ISHARES TR

-0.22%

Shares88.3K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

4.08%

Shares58.0K

Event2026-03-31

Filed2026-04-30

PLTR

PALANTIR TECHNOLOGIES INC

-3.79%

Shares50.5K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

-0.76%

Shares26.4K

Event2026-03-31

Filed2026-04-30

GLW

CORNING INC

-4.51%

Shares53.4K

Event2026-03-31

Filed2026-04-30

SMH

VANECK ETF TRUST

1.30%

Shares18.7K

Event2026-03-31

Filed2026-04-30

JCPB

J P MORGAN EXCHANGE TRADED F

104.12%

Shares152.2K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

2.13%

Shares254.2K

Event2026-03-31

Filed2026-04-30

KMB

KIMBERLY-CLARK CORP

16.77%

Shares72.5K

Event2026-03-31

Filed2026-04-30

IJH

ISHARES TR

5.76%

Shares103.4K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

-14.07%

Shares22.0K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

-0.67%

Shares88.0K

Event2026-03-31

Filed2026-04-30

JEPI

J P MORGAN EXCHANGE TRADED F

49.29%

Shares120.3K

Event2026-03-31

Filed2026-04-30

COWZ

PACER FDS TR

205.81%

Shares107.7K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

5.94%

Shares19.5K

Event2026-03-31

Filed2026-04-30

JEPQ

J P MORGAN EXCHANGE TRADED F

53.81%

Shares112.8K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

0.39%

Shares124.2K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO

5.36%

Shares63.1K

Event2026-03-31

Filed2026-04-30

AT&T INC

0.54%

Shares210.1K

Event2026-03-31

Filed2026-04-30

ANGL

VANECK ETF TRUST

4.02%

Shares208.2K

Event2026-03-31

Filed2026-04-30

LNT

ALLIANT ENERGY CORP

4.04%

Shares81.1K

Event2026-03-31

Filed2026-04-30

IEF

ISHARES TR

-57.14%

Shares60.3K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

178.88%

Shares112.7K

Event2026-03-31

Filed2026-04-30

COLGATE PALMOLIVE CO

2.74%

Shares66.0K

Event2026-03-31

Filed2026-04-30

CAT

CATERPILLAR INC

-29.65%

Shares7.9K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

54.52%

Shares63.1K

Event2026-03-31

Filed2026-04-30

IBM

INTERNATIONAL BUSINESS MACHS

5.56%

Shares22.4K

Event2026-03-31

Filed2026-04-30

SLV

ISHARES SILVER TR

29.91%

Shares79.6K

Event2026-03-31

Filed2026-04-30

WASTE MGMT INC DEL

5.65%

Shares22.4K

Event2026-03-31

Filed2026-04-30

DIVB

ISHARES TR

-0.93%

Shares95.3K

Event2026-03-31

Filed2026-04-30

XLE

SELECT SECTOR SPDR TR

12.18%

Shares83.4K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

34.20%

Shares171.6K

Event2026-03-31

Filed2026-04-30

BLV

VANGUARD BD INDEX FDS

1.02%

Shares71.9K

Event2026-03-31

Filed2026-04-30

VIG

VANGUARD SPECIALIZED FUNDS

0.48%

Shares22.8K

Event2026-03-31

Filed2026-04-30

GDXJ

VANECK ETF TRUST

3.98%

Shares40.7K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

-0.52%

Shares24.5K

Event2026-03-31

Filed2026-04-30

HELMERICH & PAYNE INC

-4.07%

Shares130.3K

Event2026-03-31

Filed2026-04-30

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares152.6K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

1.29%

Shares7.6K

Event2026-03-31

Filed2026-04-30

NVO

NOVO-NORDISK A S

7.18%

Shares123.3K

Event2026-03-31

Filed2026-04-30