Sponsored

The Analysis of MorganRosel Wealth Management, LLC's Holdings & P&L

Currently, MorganRosel Wealth Management, LLC holds 103 types of securities in its portfolio with a total value $253.5M. In the most recent quarter, they have increased their positions in VPL (+48.8K shares, valued at $4.8M), VGK (+51.3K shares, valued at $4.2M), FNDE (+108.3K shares, valued at $4.1M); decreased their positions in VTI (-89.8K shares, valued at $28.8M), SCHF (-480.0K shares, valued at $11.9M), VOT (-28.1K shares, valued at $7.2M); initiated new positions in VPL (+48.8K shares, valued at $4.8M), VGK (+51.3K shares, valued at $4.2M), GM (+13.4K shares, valued at $998.2K).

1M P&L

+9.6M+3.75%

3M P&L

+3.0M+1.14%

HY P&L

+22.8M+9.40%

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/A207.1M

87.5%

2Consumer Electronics3.0M

1.3%

3Software - Infrastructure2.0M

0.8%

Top Industries by Stock Count

1N/A52 stocks

55.3%

2Discount Stores2 stocks

2.1%

3Specialty Industrial Machinery2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD TOTAL STOCK MARKET ETF149.5K shares-37.53%2026-03-312026-05-07

SCHF SCHWAB INTERNATIONAL EQUITY ETF682.6K shares-41.29%2026-03-312026-05-07

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF14.9K shares-9.10%2026-03-312026-05-07

FNDF SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF155.3K shares-33.00%2026-03-312026-05-07

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND76.5K shares-34.23%2026-03-312026-05-07

VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND93.4K shares-13.04%2026-03-312026-05-07

SPY STATE STREET SPDR S&P 500 ETF10.0K shares-45.26%2026-03-312026-05-07

VPLS VANGUARD CORE PLUS BOND ETF82.2K shares-34.35%2026-03-312026-05-07

Sponsored

VEA VANGUARD FTSE DEVELOPED MARKETS ETF95.0K shares-21.36%2026-03-312026-05-07

SCHE SCHWAB EMERGING MARKETS EQUITY ETF182.5K shares-39.14%2026-03-312026-05-07

SCHZ SCHWAB US AGGREGATE BOND ETF242.2K shares-42.80%2026-03-312026-05-07

FNDE SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF134.7K shares409.55%2026-03-312026-05-07

IAUM ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST110.1K shares-53.48%2026-03-312026-05-07

VUSB VANGUARD ULTRA-SHORT BOND ETF100.8K shares-40.11%2026-03-312026-05-07

VPL VANGUARD FTSE PACIFIC ETF48.8K sharesnew addition2026-03-312026-05-07

JPIE JPMORGAN INCOME ETF103.6K shares-35.18%2026-03-312026-05-07

Sponsored

RPV INVESCO S&P 500 PURE VALUE ETF44.0K shares-41.42%2026-03-312026-05-07

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF32.8K shares-47.21%2026-03-312026-05-07

JQUA JPMORGAN U.S. QUALITY FACTOR ETF75.8K shares-37.31%2026-03-312026-05-07

FNDC SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF99.6K shares-37.95%2026-03-312026-05-07

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I7.3K shares-52.75%2026-03-312026-05-07

VGK VANGUARD FTSE EUROPE ETF51.3K sharesnew addition2026-03-312026-05-07

AGG ISHARES CORE U.S. AGGREGATE BOND ETF41.2K shares-18.91%2026-03-312026-05-07

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF40.7K shares-31.30%2026-03-312026-05-07

Sponsored

AAPL APPLE INC COM11.7K shares-10.90%2026-03-312026-05-07

VO VANGUARD MID-CAP ETF9.5K shares-71.56%2026-03-312026-05-07

USMV ISHARES MSCI USA MIN VOL FACTOR ETF29.2K shares-70.85%2026-03-312026-05-07

MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF11.3K shares-16.73%2026-03-312026-05-07

QUAL ISHARES MSCI USA QUALITY FACTOR ETF14.1K shares-38.92%2026-03-312026-05-07

EFAV ISHARES MSCI EAFE MIN VOL FACTOR ETF27.8K shares-35.95%2026-03-312026-05-07

VWO VANGUARD FTSE EMERGING MARKETS ETF45.5K shares-16.65%2026-03-312026-05-07

IMTM ISHARES MSCI INTL MOMENTUM FACTOR ETF49.5K shares-18.54%2026-03-312026-05-07

Sponsored

VLUE ISHARES MSCI USA VALUE FACTOR ETF15.2K shares-32.48%2026-03-312026-05-07

PDI PIMCO DYNAMIC INCOME FD SHS103.2K shares69.44%2026-03-312026-05-07

MSFT MICROSOFT CORP COM4.1K shares-35.35%2026-03-312026-05-07

VB VANGUARD SMALL-CAP ETF4.4K shares-26.20%2026-03-312026-05-07

ROCKET LAB CORP COM ROCKET LAB CORP COM18.0K shares-27.27%2026-03-312026-05-07

NVDA NVIDIA CORPORATION COM6.5K shares-1.35%2026-03-312026-05-07

VOT VANGUARD MID-CAP GROWTH ETF4.2K shares-86.99%2026-03-312026-05-07

KLAC KLA CORP COM NEW719 shares-46.46%2026-03-312026-05-07

Sponsored

PWR QUANTA SVCS INC COM1.9K shares-46.52%2026-03-312026-05-07

GM GENERAL MTRS CO COM13.4K sharesnew addition2026-03-312026-05-07

LAUR LAUREATE ED INC COMMON STOCK28.2K shares-44.53%2026-03-312026-05-07

PIE INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF36.6K shares-24.25%2026-03-312026-05-07

VLO VALERO ENERGY CORP COM3.8K sharesnew addition2026-03-312026-05-07

IXUS ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF10.6K shares-10.43%2026-03-312026-05-07

GTX GARRETT MOTION INC COM50.2K shares-34.14%2026-03-312026-05-07

XMLV INVESCO S&P MIDCAP LOW VOLATILITY ETF14.2K shares-16.18%2026-03-312026-05-07

Sponsored

APH AMPHENOL CORP CL A6.5K shares-47.07%2026-03-312026-05-07

NEM NEWMONT CORP COM7.6K sharesnew addition2026-03-312026-05-07

FOXA FOX CORP CL A COM13.7K sharesnew addition2026-03-312026-05-07

BFH BREAD FINANCIAL HOLDINGS INC COM10.7K sharesnew addition2026-03-312026-05-07

MCK MCKESSON CORP COM924 shares-41.52%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP COM6.7K sharesnew addition2026-03-312026-05-07

VOE VANGUARD MID-CAP VALUE ETF4.3K shares-13.24%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION COM786 shares-24.64%2026-03-312026-05-07

Sponsored

STLD STEEL DYNAMICS INC COM4.3K sharesnew addition2026-03-312026-05-07

JXN JACKSON FINANCIAL INC COM CL A7.4K shares-22.03%2026-03-312026-05-07

EEMV ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF11.8K shares-14.09%2026-03-312026-05-07

THC TENET HEALTHCARE CORP COM NEW4.0K shares-46.82%2026-03-312026-05-07

JBL JABIL INC COM2.8K shares-56.58%2026-03-312026-05-07

PDP INVESCO DORSEY WRIGHT MOMENTUM ETF6.0K shares-72.27%2026-03-312026-05-07

TEX TEREX CORP NEW COM12.3K sharesnew addition2026-03-312026-05-07

DLTR DOLLAR TREE INC COM6.4K sharesnew addition2026-03-312026-05-07

Sponsored

BND VANGUARD TOTAL BOND MARKET ETF9.5K shares-41.97%2026-03-312026-05-07

IBEX IBEX LTD SHS NEW24.3K shares-46.33%2026-03-312026-05-07

VBR VANGUARD SMALL CAP VALUE ETF2.9K shares-25.20%2026-03-312026-05-07

IEI ISHARES 3-7 YEAR TREASURY BOND ETF5.4K shares-35.12%2026-03-312026-05-07

HEI HEICO CORP NEW COM2.2K shares-41.69%2026-03-312026-05-07

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS2.9K shares-21.06%2026-03-312026-05-07

MPC MARATHON PETE CORP COM2.4K shares-45.59%2026-03-312026-05-07

USFD US FOODS HLDG CORP COM6.4K shares-56.35%2026-03-312026-05-07

Sponsored

DWAS INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF5.8K shares-29.90%2026-03-312026-05-07

VT VANGUARD TOTAL WORLD STOCK ETF3.8K shares0.05%2026-03-312026-05-07

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF7.5K shares-39.74%2026-03-312026-05-07

RKT ROCKET COS INC COM CL A35.4K shares-42.12%2026-03-312026-05-07

VCTR VICTORY CAP HLDGS INC DEL COM CL A7.7K shares-42.90%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC COM2.4K shares0.00%2026-03-312026-05-07

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A1.6K shares-10.38%2026-03-312026-05-07

ORCL ORACLE CORP COM2.9K shares0.00%2026-03-312026-05-07

Sponsored

GTES GATES INDL CORP PLC ORD SHS18.7K shares-39.54%2026-03-312026-05-07

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF2.2K shares-33.01%2026-03-312026-05-07

INVESCO S&P 500 LOW VOLATILITY ETF INVESCO S&P 500 LOW VOLATILITY ETF5.5K shares-77.94%2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC COM4.2K shares-62.25%2026-03-312026-05-07

EATON CORP PLC SHS EATON CORP PLC SHS1.0K shares-63.15%2026-03-312026-05-07

XEL XCEL ENERGY INC COM4.7K shares0.00%2026-03-312026-05-07

VSS VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF2.5K shares-34.55%2026-03-312026-05-07

TT TRANE TECHNOLOGIES PLC SHS857 shares-62.15%2026-03-312026-05-07

Sponsored

AMP AMERIPRISE FINL INC COM762 shares-5.34%2026-03-312026-05-07

PIZ INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF6.4K shares-56.47%2026-03-312026-05-07

EMR EMERSON ELEC CO COM2.4K shares0.00%2026-03-312026-05-07

IWD ISHARES RUSSELL 1000 VALUE ETF1.3K shares0.00%2026-03-312026-05-07

WDC WESTERN DIGITAL CORP COM1.0K sharesnew addition2026-03-312026-05-07

MCD MCDONALDS CORP COM806 shares0.00%2026-03-312026-05-07

VNQ VANGUARD REAL ESTATE ETF2.8K shares-1.85%2026-03-312026-05-07

VTV VANGUARD VALUE ETF1.3K shares0.00%2026-03-312026-05-07

Sponsored

VUG VANGUARD GROWTH ETF535 shares0.00%2026-03-312026-05-07

ISHARES GOLD TRUST ISHARES GOLD TRUST2.6K shares0.00%2026-03-312026-05-07

AMZN AMAZON COM INC COM1.1K shares-14.49%2026-03-312026-05-07

URI UNITED RENTALS INC COM300 shares0.00%2026-03-312026-05-07

SNDK SANDISK CORP COM333 sharesnew addition2026-03-312026-05-07

T AT&T INC COM7.1K shares-42.91%2026-03-312026-05-07

IWB ISHARES RUSSELL 1000 ETF571 shares-87.23%2026-03-312026-05-07

VTI

VANGUARD TOTAL STOCK MARKET ETF

-37.53%

Shares149.5K

Event2026-03-31

Filed2026-05-07

SCHF

SCHWAB INTERNATIONAL EQUITY ETF

-41.29%

Shares682.6K

Event2026-03-31

Filed2026-05-07

VANGUARD S&P 500 ETF

-9.10%

Shares14.9K

Event2026-03-31

Filed2026-05-07

FNDF

SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF

-33.00%

Shares155.3K

Event2026-03-31

Filed2026-05-07

BOND

PIMCO ACTIVE BOND EXCHANGE-TRADED FUND

-34.23%

Shares76.5K

Event2026-03-31

Filed2026-05-07

VEU

VANGUARD FTSE ALL-WORLD EX-US INDEX FUND

-13.04%

Shares93.4K

Event2026-03-31

Filed2026-05-07

SPY

STATE STREET SPDR S&P 500 ETF

-45.26%

Shares10.0K

Event2026-03-31

Filed2026-05-07

VPLS

VANGUARD CORE PLUS BOND ETF

-34.35%

Shares82.2K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-21.36%

Shares95.0K

Event2026-03-31

Filed2026-05-07

SCHE

SCHWAB EMERGING MARKETS EQUITY ETF

-39.14%

Shares182.5K

Event2026-03-31

Filed2026-05-07

SCHZ

SCHWAB US AGGREGATE BOND ETF

-42.80%

Shares242.2K

Event2026-03-31

Filed2026-05-07

FNDE

SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF

409.55%

Shares134.7K

Event2026-03-31

Filed2026-05-07

IAUM

ISHARES GOLD TRUST MICRO ETF OF BENEF INTEREST

-53.48%

Shares110.1K

Event2026-03-31

Filed2026-05-07

VUSB

VANGUARD ULTRA-SHORT BOND ETF

-40.11%

Shares100.8K

Event2026-03-31

Filed2026-05-07

VPL

VANGUARD FTSE PACIFIC ETF

New

Shares48.8K

Event2026-03-31

Filed2026-05-07

JPIE

JPMORGAN INCOME ETF

-35.18%

Shares103.6K

Event2026-03-31

Filed2026-05-07

RPV

INVESCO S&P 500 PURE VALUE ETF

-41.42%

Shares44.0K

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF

-47.21%

Shares32.8K

Event2026-03-31

Filed2026-05-07

JQUA

JPMORGAN U.S. QUALITY FACTOR ETF

-37.31%

Shares75.8K

Event2026-03-31

Filed2026-05-07

FNDC

SCHWAB FUNDAMENTAL INTERNATIONAL SMALL EQUITY ETF

-37.95%

Shares99.6K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TRUST SERIES I

-52.75%

Shares7.3K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD FTSE EUROPE ETF

New

Shares51.3K

Event2026-03-31

Filed2026-05-07

AGG

ISHARES CORE U.S. AGGREGATE BOND ETF

-18.91%

Shares41.2K

Event2026-03-31

Filed2026-05-07

HYG

ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF

-31.30%

Shares40.7K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC COM

-10.90%

Shares11.7K

Event2026-03-31

Filed2026-05-07

VANGUARD MID-CAP ETF

-71.56%

Shares9.5K

Event2026-03-31

Filed2026-05-07

USMV

ISHARES MSCI USA MIN VOL FACTOR ETF

-70.85%

Shares29.2K

Event2026-03-31

Filed2026-05-07

MTUM

ISHARES MSCI USA MOMENTUM FACTOR ETF

-16.73%

Shares11.3K

Event2026-03-31

Filed2026-05-07

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

-38.92%

Shares14.1K

Event2026-03-31

Filed2026-05-07

EFAV

ISHARES MSCI EAFE MIN VOL FACTOR ETF

-35.95%

Shares27.8K

Event2026-03-31

Filed2026-05-07

VWO

VANGUARD FTSE EMERGING MARKETS ETF

-16.65%

Shares45.5K

Event2026-03-31

Filed2026-05-07

IMTM

ISHARES MSCI INTL MOMENTUM FACTOR ETF

-18.54%

Shares49.5K

Event2026-03-31

Filed2026-05-07

VLUE

ISHARES MSCI USA VALUE FACTOR ETF

-32.48%

Shares15.2K

Event2026-03-31

Filed2026-05-07

PDI

PIMCO DYNAMIC INCOME FD SHS

69.44%

Shares103.2K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP COM

-35.35%

Shares4.1K

Event2026-03-31

Filed2026-05-07

VANGUARD SMALL-CAP ETF

-26.20%

Shares4.4K

Event2026-03-31

Filed2026-05-07

ROCKET LAB CORP COM

-27.27%

Shares18.0K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION COM

-1.35%

Shares6.5K

Event2026-03-31

Filed2026-05-07

VOT

VANGUARD MID-CAP GROWTH ETF

-86.99%

Shares4.2K

Event2026-03-31

Filed2026-05-07

KLAC

KLA CORP COM NEW

-46.46%

Shares719

Event2026-03-31

Filed2026-05-07

PWR

QUANTA SVCS INC COM

-46.52%

Shares1.9K

Event2026-03-31

Filed2026-05-07

GENERAL MTRS CO COM

New

Shares13.4K

Event2026-03-31

Filed2026-05-07

LAUR

LAUREATE ED INC COMMON STOCK

-44.53%

Shares28.2K

Event2026-03-31

Filed2026-05-07

PIE

INVESCO DORSEY WRIGHT EMERGING MARKETS MOMENTUM ETF

-24.25%

Shares36.6K

Event2026-03-31

Filed2026-05-07

VLO

VALERO ENERGY CORP COM

New

Shares3.8K

Event2026-03-31

Filed2026-05-07

IXUS

ISHARES CORE MSCI TOTAL INTERNATIONAL STOCK ETF

-10.43%

Shares10.6K

Event2026-03-31

Filed2026-05-07

GTX

GARRETT MOTION INC COM

-34.14%

Shares50.2K

Event2026-03-31

Filed2026-05-07

XMLV

INVESCO S&P MIDCAP LOW VOLATILITY ETF

-16.18%

Shares14.2K

Event2026-03-31

Filed2026-05-07

APH

AMPHENOL CORP CL A

-47.07%

Shares6.5K

Event2026-03-31

Filed2026-05-07

NEM

NEWMONT CORP COM

New

Shares7.6K

Event2026-03-31

Filed2026-05-07

FOXA

FOX CORP CL A COM

New

Shares13.7K

Event2026-03-31

Filed2026-05-07

BFH

BREAD FINANCIAL HOLDINGS INC COM

New

Shares10.7K

Event2026-03-31

Filed2026-05-07

MCK

MCKESSON CORP COM

-41.52%

Shares924

Event2026-03-31

Filed2026-05-07

BANK NEW YORK MELLON CORP COM

New

Shares6.7K

Event2026-03-31

Filed2026-05-07

VOE

VANGUARD MID-CAP VALUE ETF

-13.24%

Shares4.3K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORPORATION COM

-24.64%

Shares786

Event2026-03-31

Filed2026-05-07

STLD

STEEL DYNAMICS INC COM

New

Shares4.3K

Event2026-03-31

Filed2026-05-07

JXN

JACKSON FINANCIAL INC COM CL A

-22.03%

Shares7.4K

Event2026-03-31

Filed2026-05-07

EEMV

ISHARES MSCI EMERGING MARKETS MIN VOL FACTOR ETF

-14.09%

Shares11.8K

Event2026-03-31

Filed2026-05-07

THC

TENET HEALTHCARE CORP COM NEW

-46.82%

Shares4.0K

Event2026-03-31

Filed2026-05-07

JBL

JABIL INC COM

-56.58%

Shares2.8K

Event2026-03-31

Filed2026-05-07

PDP

INVESCO DORSEY WRIGHT MOMENTUM ETF

-72.27%

Shares6.0K

Event2026-03-31

Filed2026-05-07

TEX

TEREX CORP NEW COM

New

Shares12.3K

Event2026-03-31

Filed2026-05-07

DLTR

DOLLAR TREE INC COM

New

Shares6.4K

Event2026-03-31

Filed2026-05-07

BND

VANGUARD TOTAL BOND MARKET ETF

-41.97%

Shares9.5K

Event2026-03-31

Filed2026-05-07

IBEX

IBEX LTD SHS NEW

-46.33%

Shares24.3K

Event2026-03-31

Filed2026-05-07

VBR

VANGUARD SMALL CAP VALUE ETF

-25.20%

Shares2.9K

Event2026-03-31

Filed2026-05-07

IEI

ISHARES 3-7 YEAR TREASURY BOND ETF

-35.12%

Shares5.4K

Event2026-03-31

Filed2026-05-07

HEI

HEICO CORP NEW COM

-41.69%

Shares2.2K

Event2026-03-31

Filed2026-05-07

TE CONNECTIVITY PLC ORD SHS

-21.06%

Shares2.9K

Event2026-03-31

Filed2026-05-07

MPC

MARATHON PETE CORP COM

-45.59%

Shares2.4K

Event2026-03-31

Filed2026-05-07

USFD

US FOODS HLDG CORP COM

-56.35%

Shares6.4K

Event2026-03-31

Filed2026-05-07

DWAS

INVESCO DORSEY WRIGHT SMALLCAP MOMENTUM ETF

-29.90%

Shares5.8K

Event2026-03-31

Filed2026-05-07

VANGUARD TOTAL WORLD STOCK ETF

0.05%

Shares3.8K

Event2026-03-31

Filed2026-05-07

IEMG

ISHARES CORE MSCI EMERGING MARKETS ETF

-39.74%

Shares7.5K

Event2026-03-31

Filed2026-05-07

RKT

ROCKET COS INC COM CL A

-42.12%

Shares35.4K

Event2026-03-31

Filed2026-05-07

VCTR

VICTORY CAP HLDGS INC DEL COM CL A

-42.90%

Shares7.7K

Event2026-03-31

Filed2026-05-07

AMD

ADVANCED MICRO DEVICES INC COM

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CAP STK CL A

-10.38%

Shares1.6K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP COM

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-07

GTES

GATES INDL CORP PLC ORD SHS

-39.54%

Shares18.7K

Event2026-03-31

Filed2026-05-07

INVESCO S&P 500 EQUAL WEIGHT ETF

-33.01%

Shares2.2K

Event2026-03-31

Filed2026-05-07

INVESCO S&P 500 LOW VOLATILITY ETF

-77.94%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ORLY

OREILLY AUTOMOTIVE INC COM

-62.25%

Shares4.2K

Event2026-03-31

Filed2026-05-07

EATON CORP PLC SHS

-63.15%

Shares1.0K

Event2026-03-31

Filed2026-05-07

XEL

XCEL ENERGY INC COM

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-07

VSS

VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP ETF

-34.55%

Shares2.5K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES PLC SHS

-62.15%

Shares857

Event2026-03-31

Filed2026-05-07

AMP

AMERIPRISE FINL INC COM

-5.34%

Shares762

Event2026-03-31

Filed2026-05-07

PIZ

INVESCO DORSEY WRIGHT DEVELOPED MARKETS MOMENTUM ETF

-56.47%

Shares6.4K

Event2026-03-31

Filed2026-05-07

EMR

EMERSON ELEC CO COM

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES RUSSELL 1000 VALUE ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

WDC

WESTERN DIGITAL CORP COM

New

Shares1.0K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP COM

0.00%

Shares806

Event2026-03-31

Filed2026-05-07

VNQ

VANGUARD REAL ESTATE ETF

-1.85%

Shares2.8K

Event2026-03-31

Filed2026-05-07

VTV

VANGUARD VALUE ETF

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-07

VUG

VANGUARD GROWTH ETF

0.00%

Shares535

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC COM

-14.49%

Shares1.1K

Event2026-03-31

Filed2026-05-07

URI

UNITED RENTALS INC COM

0.00%

Shares300

Event2026-03-31

Filed2026-05-07

SNDK

SANDISK CORP COM

New

Shares333

Event2026-03-31

Filed2026-05-07

AT&T INC COM

-42.91%

Shares7.1K

Event2026-03-31

Filed2026-05-07

IWB

ISHARES RUSSELL 1000 ETF

-87.23%

Shares571

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available