Sponsored

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

Currently, National Wealth Management Group, LLC holds 215 types of securities in its portfolio with a total value $268.5M. In the most recent quarter, they have increased their positions in BIL (+40.7K shares, valued at $3.7M), VUSB (+70.2K shares, valued at $3.5M), SPYM (+44.1K shares, valued at $3.4M); decreased their positions in N/A (-5.5K shares, valued at $2.6M), QQQM (-10.5K shares, valued at $2.5M), META (-3.5K shares, valued at $2.0M); initiated new positions in BILS (+7.7K shares, valued at $765.1K), XMVM (+9.5K shares, valued at $619.7K), SCHE (+16.1K shares, valued at $530.8K).

1M P&L

+8.7M+3.43%

3M P&L

-12.4M-4.51%

HY P&L

-15.2M-5.49%

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/A169.9M

70.2%

2Semiconductors14.3M

5.9%

3Software - Infrastructure7.3M

3.0%

Top Industries by Stock Count

1N/A111 stocks

55.5%

2Semiconductors7 stocks

3.5%

3Software - Application4 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TCAF T ROWE PRICE ETF INC354.5K shares0.88%2026-03-312026-05-11

IVV ISHARES TR15.1K shares-6.21%2026-03-312026-05-11

SPYM SPDR SERIES TRUST121.2K shares57.11%2026-03-312026-05-11

TCHP T ROWE PRICE ETF INC208.1K shares-2.42%2026-03-312026-05-11

NVDA NVIDIA CORPORATION51.7K shares-11.07%2026-03-312026-05-11

CGMM CAPITAL GROUP EQUITY ETF TR249.9K shares2.22%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR11.6K shares-1.42%2026-03-312026-05-11

IDEV ISHARES TR79.7K shares62.39%2026-03-312026-05-11

Sponsored

IJH ISHARES TR81.3K shares60.26%2026-03-312026-05-11

CGNG CAPITAL GROUP NEW GEOGRAPHY171.3K shares4.56%2026-03-312026-05-11

BIL SPDR SERIES TRUST56.5K shares256.07%2026-03-312026-05-11

AAPL APPLE INC19.6K shares-6.12%2026-03-312026-05-11

GLD SPDR GOLD TR11.5K shares-6.41%2026-03-312026-05-11

VTI VANGUARD INDEX FDS12.8K shares2.26%2026-03-312026-05-11

VUSB VANGUARD BD INDEX FDS80.9K shares660.61%2026-03-312026-05-11

CGDG CAPITAL GROUP DIVIDEND GROWE108.1K shares8.71%2026-03-312026-05-11

Sponsored

MSFT MICROSOFT CORP10.4K shares-5.59%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares18.12%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II14.4K shares-42.10%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC23.4K shares-13.37%2026-03-312026-05-11

SLV ISHARES SILVER TR48.9K shares-23.62%2026-03-312026-05-11

TSLA TESLA INC8.6K shares-7.76%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF78.5K shares34.75%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD62.5K shares0.36%2026-03-312026-05-11

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP14.4K shares-0.98%2026-03-312026-05-11

VGT VANGUARD WORLD FD4.1K shares-0.43%2026-03-312026-05-11

ALPHABET INC ALPHABET INC9.9K shares-8.82%2026-03-312026-05-11

AMZN AMAZON COM INC13.3K shares-21.08%2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR112.5K shares2.38%2026-03-312026-05-11

META META PLATFORMS INC4.7K shares-42.62%2026-03-312026-05-11

EQWL INVESCO EXCHANGE TRADED FD T23.2K shares-5.21%2026-03-312026-05-11

USFR WISDOMTREE TR48.4K shares28.77%2026-03-312026-05-11

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.9K shares-52.78%2026-03-312026-05-11

ADI ANALOG DEVICES INC6.1K shares-25.75%2026-03-312026-05-11

GOVT ISHARES TR84.8K shares79.27%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T2.9K shares-19.42%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP7.0K shares-17.40%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD27.6K shares18.25%2026-03-312026-05-11

COWZ PACER FDS TR28.8K shares-11.85%2026-03-312026-05-11

FIXD FIRST TR EXCHNG TRADED FD VI40.2K shares45.31%2026-03-312026-05-11

Sponsored

GE AEROSPACE GE AEROSPACE6.0K shares-16.84%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR36.1K shares44.46%2026-03-312026-05-11

SHLD GLOBAL X FDS22.6K shares24.42%2026-03-312026-05-11

BROADCOM INC BROADCOM INC5.1K shares-2.14%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F29.3K shares31.96%2026-03-312026-05-11

SPBO SPDR SERIES TRUST49.9K shares148.05%2026-03-312026-05-11

PG PROCTER & GAMBLE CO10.0K shares-2.36%2026-03-312026-05-11

SHV ISHARES TR12.3K shares-3.66%2026-03-312026-05-11

Sponsored

IJR ISHARES TR9.5K shares3.38%2026-03-312026-05-11

AMGN AMGEN INC3.3K shares-28.34%2026-03-312026-05-11

QTUM ETF SER SOLUTIONS11.0K shares-12.73%2026-03-312026-05-11

USXF ISHARES TR21.2K shares23.93%2026-03-312026-05-11

AMAT APPLIED MATLS INC3.3K shares-28.46%2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.9K shares-20.38%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS5.2K shares5.71%2026-03-312026-05-11

WMT WALMART INC8.8K shares0.19%2026-03-312026-05-11

Sponsored

SCCO SOUTHERN COPPER CORP6.0K shares-32.66%2026-03-312026-05-11

SPMD SPDR SERIES TRUST17.4K shares-4.81%2026-03-312026-05-11

VTV VANGUARD INDEX FDS5.2K shares-14.50%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC2.9K shares-21.18%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO3.4K shares-1.15%2026-03-312026-05-11

TER TERADYNE INC3.3K shares-31.13%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN16.4K shares-6.73%2026-03-312026-05-11

IEMG ISHARES INC13.7K shares-4.69%2026-03-312026-05-11

Sponsored

AMD ADVANCED MICRO DEVICES INC4.7K shares-5.15%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC2.7K shares43.43%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE22.2K shares2.01%2026-03-312026-05-11

VO VANGUARD INDEX FDS3.3K shares-39.73%2026-03-312026-05-11

MPWR MONOLITHIC PWR SYS INC834 shares-37.57%2026-03-312026-05-11

SPRX LISTED FDS TR25.6K shares24.46%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR35.5K shares-0.08%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO3.6K shares-35.66%2026-03-312026-05-11

Sponsored

SCHM SCHWAB STRATEGIC TR27.9K shares-1.36%2026-03-312026-05-11

GSY INVESCO ACTIVELY MANAGED EXC16.8K shares42.61%2026-03-312026-05-11

LNG CHENIERE ENERGY INC3.0K shares-0.47%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC6.8K shares-22.42%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS17.4K shares13.11%2026-03-312026-05-11

PPA INVESCO EXCHANGE TRADED FD T4.9K shares-21.21%2026-03-312026-05-11

SOXX ISHARES TR2.5K shares3.84%2026-03-312026-05-11

MGK VANGUARD WORLD FD2.2K shares-14.64%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC2.7K shares-12.64%2026-03-312026-05-11

BILS SPDR SERIES TRUST7.7K sharesnew addition2026-03-312026-05-11

LLY ELI LILLY & CO821 shares-3.07%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.8K shares-0.22%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS11.5K shares-23.80%2026-03-312026-05-11

COP CONOCOPHILLIPS5.5K shares-13.96%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC3.1K shares-36.61%2026-03-312026-05-11

EMBJ EMBRAER S.A.12.1K shares0.03%2026-03-312026-05-11

Sponsored

UGA UNITED STS GASOLINE FD LP6.8K shares-7.03%2026-03-312026-05-11

GDX VANECK ETF TRUST7.5K shares11.98%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST17.2K shares0.10%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN7.3K shares-35.12%2026-03-312026-05-11

VPU VANGUARD WORLD FD3.2K shares-1.53%2026-03-312026-05-11

XMVM INVESCO EXCHANGE TRADED FD T9.5K sharesnew addition2026-03-312026-05-11

HON HONEYWELL INTL INC2.7K shares-15.26%2026-03-312026-05-11

V VISA INC1.9K shares-5.85%2026-03-312026-05-11

Sponsored

RDVI FIRST TR EXCHANGE-TRADED FD23.0K shares-31.16%2026-03-312026-05-11

ENB ENBRIDGE INC10.3K shares-13.37%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC9.4K shares-37.33%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF14.4K shares3.89%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.9K shares117.46%2026-03-312026-05-11

CTAS CINTAS CORP3.2K shares-0.06%2026-03-312026-05-11

LOW LOWES COS INC2.3K shares-11.97%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR16.1K sharesnew addition2026-03-312026-05-11

Sponsored

ILF ISHARES TR14.9K shares1.85%2026-03-312026-05-11

OUSM ALPS ETF TR11.8K shares-17.42%2026-03-312026-05-11

CGXU CAPITAL GROUP INTL FOCUS EQT17.4K shares62.17%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR17.7K shares-37.23%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION512 shares-3.21%2026-03-312026-05-11

DIS DISNEY WALT CO5.3K shares-3.80%2026-03-312026-05-11

XOM EXXON MOBIL CORP3.0K shares-4.05%2026-03-312026-05-11

NOBL PROSHARES TR4.7K shares0.00%2026-03-312026-05-11

Sponsored

TMSL T ROWE PRICE ETF INC13.5K shares-3.18%2026-03-312026-05-11

SPGI S&P GLOBAL INC1.2K shares-15.51%2026-03-312026-05-11

MO ALTRIA GROUP INC7.4K shares-9.22%2026-03-312026-05-11

EMR EMERSON ELEC CO3.7K shares-12.02%2026-03-312026-05-11

DGRO ISHARES TR6.8K shares-0.41%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO7.7K shares-7.06%2026-03-312026-05-11

XYL XYLEM INC3.9K shares121.28%2026-03-312026-05-11

ITOT ISHARES TR3.3K shares1.14%2026-03-312026-05-11

Sponsored

VOOG VANGUARD ADMIRAL FDS INC1.1K shares52.08%2026-03-312026-05-11

T AT&T INC15.9K shares0.01%2026-03-312026-05-11

IWY ISHARES TR1.8K shares-1.23%2026-03-312026-05-11

MCD MCDONALDS CORP1.5K shares-10.48%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR4.1K shares-22.62%2026-03-312026-05-11

APH AMPHENOL CORP3.6K shares-27.29%2026-03-312026-05-11

FG F&G ANNUITIES & LIFE INC17.5K shares0.00%2026-03-312026-05-11

USB US BANCORP8.5K shares-41.69%2026-03-312026-05-11

Sponsored

VBR VANGUARD INDEX FDS2.0K shares-21.34%2026-03-312026-05-11

FNX FIRST TR EXCHANGE-TRADED ALP3.4K shares-1.52%2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN2.7K shares-15.02%2026-03-312026-05-11

AOK ISHARES TR10.6K shares31.80%2026-03-312026-05-11

CALF PACER FDS TR9.2K shares-0.41%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.7K shares-10.57%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC421 shares-5.82%2026-03-312026-05-11

DGRW WISDOMTREE TR4.6K shares-43.59%2026-03-312026-05-11

Sponsored

VRTX VERTEX PHARMACEUTICALS INC902 shares-41.01%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS5.5K shares-13.05%2026-03-312026-05-11

NEE NEXTERA ENERGY INC4.3K shares-9.69%2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF7.5K sharesnew addition2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR2.7K shares5.77%2026-03-312026-05-11

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW3.7K sharesnew addition2026-03-312026-05-11

ADBE ADOBE INC1.5K shares-13.24%2026-03-312026-05-11

MPLX MPLX LP6.5K shares-6.08%2026-03-312026-05-11

Sponsored

EFAV ISHARES TR4.0K shares-53.27%2026-03-312026-05-11

MSTR STRATEGY INC2.9K shares11.40%2026-03-312026-05-11

GOLY STRATEGY SHS11.8K shares-3.54%2026-03-312026-05-11

EMLP FIRST TR EXCHANGE-TRADED FD7.9K shares-1.98%2026-03-312026-05-11

SPDR SERIES TRUST SPDR SERIES TRUST3.5K shares-9.45%2026-03-312026-05-11

DMXF ISHARES TR4.4K shares23.52%2026-03-312026-05-11

FELG FIDELITY COVINGTON TRUST8.8K shares-3.31%2026-03-312026-05-11

SBUX STARBUCKS CORP3.7K shares-13.57%2026-03-312026-05-11

Sponsored

PEP PEPSICO INC2.1K shares-8.73%2026-03-312026-05-11

FETH FIDELITY ETHEREUM FD15.4K shares-10.51%2026-03-312026-05-11

GLDM WORLD GOLD TR3.5K shares14.57%2026-03-312026-05-11

TGT TARGET CORP2.5K shares-18.91%2026-03-312026-05-11

UNP UNION PAC CORP1.3K shares-9.61%2026-03-312026-05-11

MEDP MEDPACE HLDGS INC632 shares-6.23%2026-03-312026-05-11

VB VANGUARD INDEX FDS1.1K shares-46.29%2026-03-312026-05-11

IEFA ISHARES TR3.3K shares-1.49%2026-03-312026-05-11

Sponsored

ESML ISHARES TR6.3K shares20.21%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD1.3K shares-0.71%2026-03-312026-05-11

CGUS CAPITAL GROUP CORE EQUITY ET7.6K shares-3.54%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I1.0K shares-6.07%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP479 shares-2.84%2026-03-312026-05-11

CMCSA COMCAST CORP NEW10.1K shares-9.27%2026-03-312026-05-11

VUG VANGUARD INDEX FDS636 shares-42.18%2026-03-312026-05-11

NFLX NETFLIX INC.2.9K shares-19.30%2026-03-312026-05-11

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD3.0K shares-0.13%2026-03-312026-05-11

SPSM SPDR SERIES TRUST5.6K shares2.15%2026-03-312026-05-11

MA MASTERCARD INCORPORATED540 shares1.31%2026-03-312026-05-11

HEFA ISHARES TR6.3K sharesnew addition2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR4.3K sharesnew addition2026-03-312026-05-11

FDS FACTSET RESH SYS INC1.2K shares-13.18%2026-03-312026-05-11

LINDE PLC LINDE PLC523 shares-2.97%2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP928 shares-0.22%2026-03-312026-05-11

Sponsored

BINC BLACKROCK ETF TRUST II5.0K sharesnew addition2026-03-312026-05-11

FESM FIDELITY COVINGTON TRUST6.8K sharesnew addition2026-03-312026-05-11

VXUS VANGUARD STAR FDS3.3K shares9.60%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP285 shares-18.34%2026-03-312026-05-11

CSCO CISCO SYS INC3.3K shares-36.38%2026-03-312026-05-11

PPG PPG INDS INC2.3K shares-14.04%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION1.9K shares-1.55%2026-03-312026-05-11

NJR NEW JERSEY RES CORP4.5K shares-12.14%2026-03-312026-05-11

Sponsored

JMID JANUS DETROIT STR TR8.7K sharesnew addition2026-03-312026-05-11

INTU INTUIT565 shares3.29%2026-03-312026-05-11

IXUS ISHARES TR2.8K shares7.25%2026-03-312026-05-11

FNDA SCHWAB STRATEGIC TR7.5K shares-2.68%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.2K sharesnew addition2026-03-312026-05-11

MMM 3M CO1.6K shares0.00%2026-03-312026-05-11

GEV GE VERNOVA INC273 shares-13.61%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC4.7K shares-33.18%2026-03-312026-05-11

Sponsored

PWB INVESCO EXCHANGE TRADED FD T1.9K shares-44.56%2026-03-312026-05-11

PSX PHILLIPS 661.3K sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR4.7K shares-3.30%2026-03-312026-05-11

BR BROADRIDGE FINL SOLUTIONS IN1.4K shares-3.95%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC688 shares-39.97%2026-03-312026-05-11

MUNI PIMCO ETF TR4.4K sharesnew addition2026-03-312026-05-11

IWF ISHARES TR538 shares-6.60%2026-03-312026-05-11

BDX BECTON DICKINSON & CO1.5K shares-9.92%2026-03-312026-05-11

Sponsored

SHOP SHOPIFY INC1.9K shares-16.81%2026-03-312026-05-11

AOM ISHARES TR4.8K shares-29.74%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO2.6K shares-13.85%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS3.7K sharesnew addition2026-03-312026-05-11

NKE NIKE INC4.1K shares-7.20%2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP769 shares-1.66%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR6.9K sharesnew addition2026-03-312026-05-11

QCOM QUALCOMM INC1.6K shares-14.58%2026-03-312026-05-11

Sponsored

BUFY FIRST TR EXCHNG TRADED FD VI9.2K sharesnew addition2026-03-312026-05-11

DVY ISHARES TR1.4K sharesnew addition2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP2.5K shares0.00%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI6.0K shares-15.82%2026-03-312026-05-11

PLUG PLUG PWR INC70.7K shares0.00%2026-03-312026-05-11

RXRX RECURSION PHARMACEUTICALS IN25.0K sharesnew addition2026-03-312026-05-11

OXSQ OXFORD SQUARE CAP CORP10.8K shares5.85%2026-03-312026-05-11

TCAF

T ROWE PRICE ETF INC

0.88%

Shares354.5K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-6.21%

Shares15.1K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

57.11%

Shares121.2K

Event2026-03-31

Filed2026-05-11

TCHP

T ROWE PRICE ETF INC

-2.42%

Shares208.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-11.07%

Shares51.7K

Event2026-03-31

Filed2026-05-11

CGMM

CAPITAL GROUP EQUITY ETF TR

2.22%

Shares249.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-1.42%

Shares11.6K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

62.39%

Shares79.7K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

60.26%

Shares81.3K

Event2026-03-31

Filed2026-05-11

CGNG

CAPITAL GROUP NEW GEOGRAPHY

4.56%

Shares171.3K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

256.07%

Shares56.5K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-6.12%

Shares19.6K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-6.41%

Shares11.5K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

2.26%

Shares12.8K

Event2026-03-31

Filed2026-05-11

VUSB

VANGUARD BD INDEX FDS

660.61%

Shares80.9K

Event2026-03-31

Filed2026-05-11

CGDG

CAPITAL GROUP DIVIDEND GROWE

8.71%

Shares108.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-5.59%

Shares10.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

18.12%

Shares5.8K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

-42.10%

Shares14.4K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-13.37%

Shares23.4K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

-23.62%

Shares48.9K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-7.76%

Shares8.6K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

34.75%

Shares78.5K

Event2026-03-31

Filed2026-05-11

LMBS

FIRST TR EXCHANGE-TRADED FD

0.36%

Shares62.5K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

-0.98%

Shares14.4K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

-0.43%

Shares4.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-8.82%

Shares9.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-21.08%

Shares13.3K

Event2026-03-31

Filed2026-05-11

SCHO

SCHWAB STRATEGIC TR

2.38%

Shares112.5K

Event2026-03-31

Filed2026-05-11