Sponsored

The Analysis of NATIONS FINANCIAL GROUP INC, /IA/ /ADV's Holdings & P&L

Currently, NATIONS FINANCIAL GROUP INC, /IA/ /ADV holds 773 types of securities in its portfolio with a total value $1.9B. In the most recent quarter, they have increased their positions in CVX (+25.7K shares, valued at $5.3M), LNG (+17.5K shares, valued at $5.0M), FBCG (+75.0K shares, valued at $3.8M); decreased their positions in SLV (-76.5K shares, valued at $5.2M), BABA (-25.0K shares, valued at $3.1M), LPLA (-10.2K shares, valued at $3.1M); initiated new positions in LNG (+17.5K shares, valued at $5.0M), HAL (+94.5K shares, valued at $3.7M), REMX (+24.7K shares, valued at $2.2M).

1M P&L

+49.4M+2.61%

3M P&L

-94.3M-4.63%

HY P&L

+39.3M+2.07%

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

61.1%

2Semiconductors72.2M

4.1%

3Software - Infrastructure49.8M

2.9%

Top Industries by Stock Count

1N/A450 stocks

61.8%

2Asset Management14 stocks

1.9%

3Semiconductors11 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES CORE S&P 500 ETF73.9K shares1.35%2026-03-312026-04-15

NVDA NVIDIA CORPORATION COM275.3K shares5.70%2026-03-312026-04-15

AAPL APPLE INC COM171.5K shares5.85%2026-03-312026-04-15

IJH ISHARES CORE S&P MID-CAP ETF458.2K shares-1.49%2026-03-312026-04-15

INVESCO QQQ TRUST SERIES I INVESCO QQQ TRUST SERIES I52.8K shares0.98%2026-03-312026-04-15

ALPHABET INC CAP STK CL A ALPHABET INC CAP STK CL A105.3K shares6.15%2026-03-312026-04-15

SPY STATE STREET SPDR S&P 500 ETF45.2K shares1.63%2026-03-312026-04-15

MSFT MICROSOFT CORP COM77.9K shares-7.01%2026-03-312026-04-15

Sponsored

IWV ISHARES RUSSELL 3000 ETF71.2K shares5.80%2026-03-312026-04-15

VUG VANGUARD GROWTH ETF60.3K shares-4.75%2026-03-312026-04-15

FBCG FIDELITY BLUE CHIP GROWTH ETF516.5K shares16.98%2026-03-312026-04-15

BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW52.5K shares-2.81%2026-03-312026-04-15

AMZN AMAZON COM INC COM98.0K shares2.02%2026-03-312026-04-15

XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF152.7K shares2.01%2026-03-312026-04-15

VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF131.6K shares-4.47%2026-03-312026-04-15

META META PLATFORMS INC CL A33.1K shares0.79%2026-03-312026-04-15

Sponsored

BROADCOM INC COM BROADCOM INC COM58.7K shares0.62%2026-03-312026-04-15

DIA STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST36.7K shares1.83%2026-03-312026-04-15

VWO VANGUARD FTSE EMERGING MARKETS ETF304.1K shares3.11%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO COM54.1K shares-15.00%2026-03-312026-04-15

XOM EXXON MOBIL CORP COM84.6K shares-14.35%2026-03-312026-04-15

GLD SPDR GOLD SHARES33.2K shares-11.56%2026-03-312026-04-15

CVX CHEVRON CORPORATION COM68.6K shares59.96%2026-03-312026-04-15

VO VANGUARD MID-CAP ETF49.4K shares2.62%2026-03-312026-04-15

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE ETF304.6K shares3.57%2026-03-312026-04-15

JCPB JPMORGAN CORE PLUS BOND ETF274.1K shares16.85%2026-03-312026-04-15

SCHD SCHWAB US DIVIDEND EQUITY ETF415.6K shares-0.79%2026-03-312026-04-15

SCHX SCHWAB U.S. LARGE-CAP ETF471.1K shares6.89%2026-03-312026-04-15

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF19.1K shares15.85%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION COM11.4K shares2.59%2026-03-312026-04-15

USMV ISHARES MSCI USA MIN VOL FACTOR ETF122.3K shares0.27%2026-03-312026-04-15

IJR ISHARES CORE S&P SMALL CAP ETF90.6K shares0.22%2026-03-312026-04-15

Sponsored

IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF138.7K shares6.85%2026-03-312026-04-15

IJJ ISHARES S&P MID-CAP 400 VALUE ETF80.7K shares-1.63%2026-03-312026-04-15

VTV VANGUARD VALUE ETF54.3K shares1.65%2026-03-312026-04-15

AVLV AVANTIS U.S. LARGE CAP VALUE ETF123.3K shares4.55%2026-03-312026-04-15

WMT WALMART INC COM78.9K shares7.87%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L P COM258.4K shares1.01%2026-03-312026-04-15

IEFA ISHARES CORE MSCI EAFE ETF107.3K shares2.42%2026-03-312026-04-15

BAR GRANITESHARES GOLD SHARES208.7K shares31.21%2026-03-312026-04-15

Sponsored

URA GLOBAL X URANIUM ETF198.5K shares-2.05%2026-03-312026-04-15

TCAF T. ROWE PRICE CAPITAL APPRECIATION EQUITY ETF259.9K shares2.63%2026-03-312026-04-15

ALPHABET INC CAP STK CL C ALPHABET INC CAP STK CL C31.7K shares20.12%2026-03-312026-04-15

IEI ISHARES 3-7 YEAR TREASURY BOND ETF76.7K shares7.62%2026-03-312026-04-15

V VISA INC COM CL A29.4K shares-10.65%2026-03-312026-04-15

SDVY FIRST TRUST SMID CAP RISING DIVIDEND ACHIEVERS ETF225.0K shares9.72%2026-03-312026-04-15

VEA VANGUARD FTSE DEVELOPED MARKETS ETF138.3K shares5.52%2026-03-312026-04-15

KLAC KLA CORP COM NEW6.0K shares1.37%2026-03-312026-04-15

Sponsored

INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF46.0K shares7.95%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON COM35.4K shares-0.43%2026-03-312026-04-15

FBND FIDELITY TOTAL BOND ETF187.4K shares37.29%2026-03-312026-04-15

SPYM STATE STREET SPDR PORTFOLIO S&P 500 ETF108.1K shares2.52%2026-03-312026-04-15

STIP ISHARES 0-5 YEAR TIPS BOND ETF78.0K shares2.04%2026-03-312026-04-15

VIG VANGUARD DIVIDEND APPRECIATION ETF37.3K shares4.54%2026-03-312026-04-15

SPMO INVESCO S&P 500 MOMENTUM ETF68.6K shares5.18%2026-03-312026-04-15

SA SEABRIDGE GOLD INC COM265.8K shares-14.42%2026-03-312026-04-15

Sponsored

FTSL FIRST TRUST SENIOR LOAN FUND167.1K shares4.48%2026-03-312026-04-15

OBIL US TREASURY 12 MONTH BILL ETF149.4K shares8.35%2026-03-312026-04-15

ITOT ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF51.7K shares2.38%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC COM143.1K shares18.52%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL CL A10 shares0.00%2026-03-312026-04-15

SLV ISHARES SILVER TRUST105.3K shares-42.05%2026-03-312026-04-15

RTX RTX CORPORATION COM36.1K shares2.76%2026-03-312026-04-15

FFLC FIDELITY FUNDAMENTAL LARGE CAP CORE ETF135.8K shares1.12%2026-03-312026-04-15

Sponsored

CASY CASEYS GEN STORES INC COM9.5K shares3.01%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS19.9K shares-21.14%2026-03-312026-04-15

VTI VANGUARD TOTAL STOCK MARKET ETF21.0K shares3.23%2026-03-312026-04-15

DIVO AMPLIFY CWP ENHANCED DIVIDEND INCOME ETF149.1K shares5.17%2026-03-312026-04-15

BOND PIMCO ACTIVE BOND EXCHANGE-TRADED FUND71.5K shares2.16%2026-03-312026-04-15

IEMG ISHARES CORE MSCI EMERGING MARKETS ETF94.2K shares4.36%2026-03-312026-04-15

LLY ELI LILLY & CO COM7.0K shares95.19%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC COM7.5K shares-4.59%2026-03-312026-04-15

Sponsored

FINS ANGEL OAK FINL STRATEGIES INCM COM BEN INT484.4K shares0.00%2026-03-312026-04-15

CEF SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN128.0K shares-0.78%2026-03-312026-04-15

BKDV BNY MELLON DYNAMIC VALUE ETF204.9K shares63.38%2026-03-312026-04-15

GDX VANECK GOLD MINERS ETF65.6K shares-5.80%2026-03-312026-04-15

CENCORA INC COM CENCORA INC COM19.1K shares1.97%2026-03-312026-04-15

BA BOEING CO COM29.3K shares-13.12%2026-03-312026-04-15

COWZ PACER US CASH COWS 100 ETF92.9K shares3.81%2026-03-312026-04-15

AMGN AMGEN INC COM16.4K shares-1.61%2026-03-312026-04-15

Sponsored

ET ENERGY TRANSFER L P COM UT LTD PTN297.7K shares-0.95%2026-03-312026-04-15

PTL INSPIRE 500 ETF22.7K shares26.70%2026-03-312026-04-15

CALF PACER US SMALL CAP CASH COWS ETF125.5K shares6.21%2026-03-312026-04-15

BXMT BLACKSTONE MORTGAGE TRUST INC COM CL A293.3K shares-3.18%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS COM23.2K shares-1.20%2026-03-312026-04-15

CSCO CISCO SYS INC COM71.4K shares-0.76%2026-03-312026-04-15

GLW CORNING INC COM40.1K shares26.03%2026-03-312026-04-15

ISHARES GOLD TRUST ISHARES GOLD TRUST60.2K shares11.12%2026-03-312026-04-15

Sponsored

PLTR PALANTIR TECHNOLOGIES INC CL A35.2K shares7.48%2026-03-312026-04-15

PSX PHILLIPS 66 COM27.7K shares-14.99%2026-03-312026-04-15

SIVR ABRDN PHYSICAL SILVER SHARES ETF69.9K shares-17.84%2026-03-312026-04-15

EMR EMERSON ELEC CO COM37.9K shares0.04%2026-03-312026-04-15

LNG CHENIERE ENERGY INC COM NEW17.5K sharesnew addition2026-03-312026-04-15

HWKN HAWKINS INC COM32.0K shares1.98%2026-03-312026-04-15

IVW ISHARES S&P 500 GROWTH ETF43.4K shares-1.54%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC COM23.9K shares-24.53%2026-03-312026-04-15

Sponsored

PWR QUANTA SVCS INC COM8.8K shares0.44%2026-03-312026-04-15

CGIE CAPITAL GROUP INTERNATIONAL EQUITY ETF143.5K shares60.39%2026-03-312026-04-15

PNOV INNOVATOR U.S. EQUITY POWER BUFFER ETF - NOVEMBER118.1K shares-2.28%2026-03-312026-04-15

ABBV ABBVIE INC COM21.5K shares0.48%2026-03-312026-04-15

IGSB ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF87.2K shares5.81%2026-03-312026-04-15

GSLC TR ACTIVEBETA US LARGE CAP EQUITY ETF36.5K shares0.14%2026-03-312026-04-15

NEE NEXTERA ENERGY INC COM49.0K shares1.34%2026-03-312026-04-15

ORCL ORACLE CORP COM30.8K shares0.03%2026-03-312026-04-15

Sponsored

PG PROCTER & GAMBLE CO COM31.2K shares1.29%2026-03-312026-04-15

CFA VICTORYSHARES US 500 VOLATILITY WTD ETF49.2K shares-4.32%2026-03-312026-04-15

RDVY FIRST TRUST RISING DIVIDEND ACHIEVERS ETF65.9K shares0.40%2026-03-312026-04-15

SCHE SCHWAB EMERGING MARKETS EQUITY ETF134.1K shares7.05%2026-03-312026-04-15

FTGC FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND153.2K shares10.12%2026-03-312026-04-15

COPY TWEEDY BROWNE INSIDER VALUE ETF TRUST UNITS320.4K shares19.46%2026-03-312026-04-15

RGLD ROYAL GOLD INC COM17.2K shares2.28%2026-03-312026-04-15

ADI ANALOG DEVICES INC COM13.5K shares-3.33%2026-03-312026-04-15

Sponsored

KMI KINDER MORGAN INC DEL COM128.0K shares9.67%2026-03-312026-04-15

USTB VICTORYSHARES SHORT-TERM BOND ETF84.8K shares7.00%2026-03-312026-04-15

EYLD CAMBRIA EMERGING SHAREHOLDER YIELD ETF102.1K shares5.53%2026-03-312026-04-15

JAAA JANUS HENDERSON AAA CLO ETF82.5K shares9.87%2026-03-312026-04-15

OIH VANECK OIL SERVICES ETF10.3K shares-0.30%2026-03-312026-04-15

CAT CATERPILLAR INC COM5.8K shares2.19%2026-03-312026-04-15

ENSG ENSIGN GROUP INC COM20.5K shares1.47%2026-03-312026-04-15

GENERAL DYNAMICS CORP COM GENERAL DYNAMICS CORP COM11.9K shares90.63%2026-03-312026-04-15

Sponsored

BLACKSTONE INC COM BLACKSTONE INC COM33.8K shares8.01%2026-03-312026-04-15

VCLT VANGUARD LONG-TERM CORPORATE BOND ETF51.7K shares10.11%2026-03-312026-04-15

AEP AMERICAN ELEC PWR CO INC COM29.4K shares19.11%2026-03-312026-04-15

MU MICRON TECHNOLOGY INC COM11.4K shares711.05%2026-03-312026-04-15

PANW PALO ALTO NETWORKS INC COM23.9K shares-17.90%2026-03-312026-04-15

BIBL INSPIRE 100 ETF81.1K shares18.60%2026-03-312026-04-15

JEPI JPMORGAN EQUITY PREMIUM INCOME ETF65.4K shares18.62%2026-03-312026-04-15

DE DEERE & CO COM6.6K shares-21.18%2026-03-312026-04-15

Sponsored

EWY ISHARES MSCI SOUTH KOREA ETF30.0K shares0.06%2026-03-312026-04-15

HAL HALLIBURTON CO COM94.5K sharesnew addition2026-03-312026-04-15

CORZ CORE SCIENTIFIC INC NEW COM243.9K shares19.19%2026-03-312026-04-15

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF34.3K shares-0.13%2026-03-312026-04-15

AUSF GLOBAL X ADAPTIVE U.S. FACTOR ETF73.1K shares81.22%2026-03-312026-04-15

ALERIAN MLP ETF ALERIAN MLP ETF66.6K shares170.09%2026-03-312026-04-15

CGCP CAPITAL GROUP CORE PLUS INCOME ETF155.7K shares10.13%2026-03-312026-04-15

ITA ISHARES U.S. AEROSPACE & DEFENSE ETF15.8K shares8.94%2026-03-312026-04-15

Sponsored

LINDE PLC SHS LINDE PLC SHS6.9K shares-2.08%2026-03-312026-04-15

CIBR FIRST TRUST NASDAQ CYBERSECURITY ETF54.3K shares3.62%2026-03-312026-04-15

TE CONNECTIVITY PLC ORD SHS TE CONNECTIVITY PLC ORD SHS16.2K shares1.70%2026-03-312026-04-15

HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF41.7K shares-0.84%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP COM18.0K shares14.76%2026-03-312026-04-15

EFAD PROSHARES MSCI EAFE DIVIDEND GROWERS ETF80.1K shares2.92%2026-03-312026-04-15

PNW PINNACLE WEST CAP CORP COM32.2K shares2.64%2026-03-312026-04-15

PAVE GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF63.5K shares1.61%2026-03-312026-04-15

Sponsored

VTHR VANGUARD RUSSELL 3000 ETF11.2K shares-0.44%2026-03-312026-04-15

HDV ISHARES CORE HIGH DIVIDEND ETF23.6K shares-0.73%2026-03-312026-04-15

BABA ALIBABA GROUP HLDG LTD SPONSORED ADS25.2K shares-49.79%2026-03-312026-04-15

COM DIREXION AUSPICE BROAD COMMODITY STRATEGY ETF93.0K shares12.74%2026-03-312026-04-15

IVE ISHARES S&P 500 VALUE ETF14.8K shares0.90%2026-03-312026-04-15

BLACKROCK INC COM BLACKROCK INC COM3.2K shares-1.94%2026-03-312026-04-15

PEP PEPSICO INC COM19.7K shares-0.22%2026-03-312026-04-15

OKE ONEOK INC NEW COM33.5K shares-0.59%2026-03-312026-04-15

Sponsored

MCD MCDONALDS CORP COM9.7K shares0.01%2026-03-312026-04-15

TSLA TESLA INC COM8.1K shares-13.53%2026-03-312026-04-15

PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF172.4K shares176.55%2026-03-312026-04-15

GEV GE VERNOVA INC COM3.4K shares233.07%2026-03-312026-04-15

QQQE DIREXION NASDAQ-100 EQUAL WEIGHTED INDEX ETF29.8K shares-19.70%2026-03-312026-04-15

ABT ABBOTT LABORATORIES COM28.2K shares-6.60%2026-03-312026-04-15

XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF47.3K shares-3.86%2026-03-312026-04-15

HWM HOWMET AEROSPACE INC COM12.4K shares2.45%2026-03-312026-04-15

Sponsored

LHX L3HARRIS TECHNOLOGIES INC COM8.3K shares-2.52%2026-03-312026-04-15

KT KT CORP SPONSORED ADR132.6K shares-16.34%2026-03-312026-04-15

MERCK & CO INC COM MERCK & CO INC COM23.4K shares0.39%2026-03-312026-04-15

LMAT LEMAITRE VASCULAR INC COM25.8K shares1.65%2026-03-312026-04-15

XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF19.1K shares0.02%2026-03-312026-04-15

FCX FREEPORT MCMORAN INC CL B47.6K shares-26.07%2026-03-312026-04-15

WELL WELLTOWER INC COM14.1K shares4.27%2026-03-312026-04-15

FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF64.0K shares4.29%2026-03-312026-04-15

Sponsored

JEPQ JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF49.6K shares-1.36%2026-03-312026-04-15

CELESTICA INC COM CELESTICA INC COM9.8K shares-21.16%2026-03-312026-04-15

CGNG CAPITAL GROUP NEW GEOGRAPHY EQUITY ETF86.9K shares5.31%2026-03-312026-04-15

DGRW WISDOMTREE US QUALITY DIVIDEND GROWTH FUND31.2K shares2.04%2026-03-312026-04-15

IWS ISHARES RUSSELL MID-CAP VALUE ETF18.7K shares-0.22%2026-03-312026-04-15

BSTP INNOVATOR BUFFER STEP-UP STRATEGY ETF75.5K shares1.51%2026-03-312026-04-15

HYGH ISHARES INTEREST RATE HEDGED HIGH YIELD BOND ETF31.7K shares31.87%2026-03-312026-04-15

LOW LOWES COS INC COM11.4K shares-26.07%2026-03-312026-04-15

Sponsored

BLES INSPIRE GLOBAL HOPE ETF60.1K shares23.16%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO COM8.8K shares28.10%2026-03-312026-04-15

AMP AMERIPRISE FINL INC COM6.0K shares2.24%2026-03-312026-04-15

HD HOME DEPOT INC COM8.1K shares1.80%2026-03-312026-04-15

EMB ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF28.1K shares2.96%2026-03-312026-04-15

VIPER ENERGY INC CL A VIPER ENERGY INC CL A55.1K shares3.79%2026-03-312026-04-15

LAM RESEARCH CORP COM NEW LAM RESEARCH CORP COM NEW12.0K shares66.50%2026-03-312026-04-15

CME CME GROUP INC COM8.7K shares3.22%2026-03-312026-04-15

Sponsored

PFE PFIZER INC COM90.6K shares-2.63%2026-03-312026-04-15

MGNR AMERICAN BEACON GLG NATURAL RESOURCES ETF49.0K shares291.60%2026-03-312026-04-15

IWM ISHARES RUSSELL 2000 ETF10.1K shares3.20%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING INC COM12.0K shares-42.94%2026-03-312026-04-15

UTHR UNITED THERAPEUTICS CORP DEL COM4.1K shares1.78%2026-03-312026-04-15

AM ANTERO MIDSTREAM CORP COM106.9K shares1.02%2026-03-312026-04-15

JGRO JPMORGAN ACTIVE GROWTH ETF28.7K shares14.38%2026-03-312026-04-15

FEGE FIRST EAGLE GLOBAL EQUITY ETF51.1K shares39.99%2026-03-312026-04-15

Sponsored

GE AEROSPACE COM NEW GE AEROSPACE COM NEW8.4K shares-0.72%2026-03-312026-04-15

IWR ISHARES RUSSELL MIDCAP ETF24.5K shares8.52%2026-03-312026-04-15

SBUX STARBUCKS CORP COM26.5K shares-13.84%2026-03-312026-04-15

PFEB INNOVATOR U.S. EQUITY POWER BUFFER ETF - FEBRUARY59.0K shares79.70%2026-03-312026-04-15

CEG CONSTELLATION ENERGY CORP COM8.4K shares10.86%2026-03-312026-04-15

FIX COMFORT SYS USA INC COM1.7K shares-2.40%2026-03-312026-04-15

PSEP INNOVATOR U.S. EQUITY POWER BUFFER ETF - SEPTEMBER53.7K shares0.05%2026-03-312026-04-15

PFF ISHARES PREFERRED & INCOME SECURITIES ETF76.2K shares-2.51%2026-03-312026-04-15

Sponsored

MUFG MITSUBISHI UFJ FINANCIAL GROUP SPONSORED ADS135.7K shares157.28%2026-03-312026-04-15

CB CHUBB LTD SWITZ COM7.0K shares-1.83%2026-03-312026-04-15

ICOW PACER DEVELOPED MARKETS INTERNATIONAL CASH COWS 100 ETF53.0K shares0.08%2026-03-312026-04-15

KNG FT VEST S&P 500 DIVIDEND ARISTOCRATS TARGET INCOME ETF45.6K shares-0.06%2026-03-312026-04-15

VV VANGUARD LARGE-CAP ETF7.4K shares5.12%2026-03-312026-04-15

ARISTA NETWORKS INC COM SHS ARISTA NETWORKS INC COM SHS17.8K shares25.71%2026-03-312026-04-15

REMX VANECK RARE EARTH AND STRATEGIC METALS ETF24.7K sharesnew addition2026-03-312026-04-15

RMD RESMED INC COM9.6K shares-1.04%2026-03-312026-04-15

Sponsored

IUSB ISHARES CORE TOTAL USD BOND MARKET ETF46.4K shares14.82%2026-03-312026-04-15

AFL AFLAC INC COM19.4K shares-2.18%2026-03-312026-04-15

FTGS FIRST TRUST GROWTH STRENGTH ETF62.4K shares-1.03%2026-03-312026-04-15

FPEI FIRST TRUST INSTITUTIONAL PREFERRED SECURITIES & INCOME ETF111.7K shares-1.29%2026-03-312026-04-15

OWL BLUE OWL CAPITAL INC COM CL A232.0K sharesnew addition2026-03-312026-04-15

CRM SALESFORCE INC COM11.1K shares4.03%2026-03-312026-04-15

MGC VANGUARD MEGA CAP ETF8.7K shares0.45%2026-03-312026-04-15

COP CONOCOPHILLIPS COM15.6K shares-5.67%2026-03-312026-04-15

Sponsored

NFLX NETFLIX INC. COM21.1K shares-56.70%2026-03-312026-04-15

VRTX VERTEX PHARMACEUTICALS INC COM4.5K shares4.71%2026-03-312026-04-15

CAH CARDINAL HEALTH INC COM9.4K sharesnew addition2026-03-312026-04-15

RWL INVESCO S&P 500 REVENUE ETF17.3K shares-10.58%2026-03-312026-04-15

AGG ISHARES CORE U.S. AGGREGATE BOND ETF19.6K shares4.38%2026-03-312026-04-15

AMAT APPLIED MATLS INC COM5.7K shares0.77%2026-03-312026-04-15

WWJD INSPIRE INTERNATIONAL ETF51.0K shares23.35%2026-03-312026-04-15

FN FABRINET SHS3.6K shares3.58%2026-03-312026-04-15

Sponsored

TT TRANE TECHNOLOGIES PLC SHS4.5K sharesnew addition2026-03-312026-04-15

FDX FEDEX CORP COM5.3K shares-5.11%2026-03-312026-04-15

FANG DIAMONDBACK ENERGY INC COM9.4K shares0.95%2026-03-312026-04-15

WMB WILLIAMS COS INC COM25.6K shares0.29%2026-03-312026-04-15

SII SPROTT INC COM NEW13.0K shares-43.48%2026-03-312026-04-15

CGUS CAPITAL GROUP CORE EQUITY ETF48.2K shares4.47%2026-03-312026-04-15

FTCS FIRST TRUST CAPITAL STRENGTH ETF19.9K shares-0.94%2026-03-312026-04-15

IUSV ISHARES CORE S&P US VALUE ETF18.0K shares-0.62%2026-03-312026-04-15

Sponsored

BSV VANGUARD SHORT-TERM BOND ETF23.3K shares7.06%2026-03-312026-04-15

MS MORGAN STANLEY COM NEW11.0K shares2.57%2026-03-312026-04-15

IBD INSPIRE CORPORATE BOND ETF75.8K shares15.80%2026-03-312026-04-15

IWD ISHARES RUSSELL 1000 VALUE ETF8.4K shares-0.32%2026-03-312026-04-15

IGE ISHARES NORTH AMERICAN NATURAL RESOURCES ETF28.3K shares-0.74%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC COM6.8K shares-37.95%2026-03-312026-04-15

UJUL INNOVATOR U.S. EQUITY ULTRA BUFFER ETF - JULY45.7K shares0.51%2026-03-312026-04-15

INCM FRANKLIN INCOME FOCUS ETF INCOME FOCUS ETF60.7K shares337.69%2026-03-312026-04-15

Sponsored

FLQL FRANKLIN U.S. LARGE CAP MULTIFACTOR INDEX ETF25.5K shares68.14%2026-03-312026-04-15

ESLT ELBIT SYS LTD ORD2.0K sharesnew addition2026-03-312026-04-15

BUFR FT VEST LADDERED BUFFER ETF50.3K shares6.13%2026-03-312026-04-15

XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF34.3K shares0.30%2026-03-312026-04-15

IWO ISHARES RUSSELL 2000 GROWTH ETF5.4K shares4.02%2026-03-312026-04-15

GJUN FT VEST U.S. EQUITY MODERATE BUFFER ETF - JUNE42.3K shares1.97%2026-03-312026-04-15

RISN INSPIRE CAPITAL APPRECIATION ETF57.3K shares20.27%2026-03-312026-04-15

GLRY INSPIRE GROWTH ETF44.1K shares26.44%2026-03-312026-04-15

Sponsored

XLG INVESCO S&P 500 TOP 50 ETF29.6K shares-4.22%2026-03-312026-04-15

PJUN INNOVATOR U.S. EQUITY POWER BUFFER ETF - JUNE38.4K shares0.41%2026-03-312026-04-15

CRWD CROWDSTRIKE HLDGS INC CL A4.1K shares1.46%2026-03-312026-04-15

ONDS ONDAS INC COM NEW176.7K shares-45.65%2026-03-312026-04-15

VLO VALERO ENERGY CORP COM6.5K shares0.03%2026-03-312026-04-15

JQUA JPMORGAN U.S. QUALITY FACTOR ETF25.8K shares-0.29%2026-03-312026-04-15

WEC ENERGY GROUP INC COM WEC ENERGY GROUP INC COM13.5K shares-3.00%2026-03-312026-04-15

HYTI FT VEST HIGH YIELD & TARGET INCOME ETF81.1K shares-10.42%2026-03-312026-04-15

Sponsored

VBR VANGUARD SMALL CAP VALUE ETF7.1K shares-1.72%2026-03-312026-04-15

BBUS JPMORGAN BETABUILDERS U.S. EQUITY ETF13.2K shares-3.53%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP COM2.5K shares4.04%2026-03-312026-04-15

IUSG ISHARES CORE S&P U.S. GROWTH ETF9.9K shares-0.85%2026-03-312026-04-15

TPHD TIMOTHY PLAN HIGH DIVIDEND STOCK ETF36.9K shares30.58%2026-03-312026-04-15

EVR EVERCORE INC CLASS A5.1K shares7.18%2026-03-312026-04-15

XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF13.6K shares2.92%2026-03-312026-04-15

GARP ISHARES MSCI USA QUALITY GARP ETF23.4K shares14.63%2026-03-312026-04-15

Sponsored

BJUN INNOVATOR U.S. EQUITY BUFFER ETF - JUNE32.3K shares-0.65%2026-03-312026-04-15

SCHH SCHWAB U.S. REIT ETF68.7K shares27.23%2026-03-312026-04-15

PAUG INNOVATOR U.S. EQUITY POWER BUFFER ETF - AUGUST34.4K shares0.20%2026-03-312026-04-15

BND VANGUARD TOTAL BOND MARKET ETF19.9K shares13.81%2026-03-312026-04-15

VFLO VICTORYSHARES FREE CASH FLOW ETF37.1K shares18.29%2026-03-312026-04-15

KO COCA COLA CO COM19.3K shares4.89%2026-03-312026-04-15

GWW WW GRAINGER INC COM1.3K shares-0.96%2026-03-312026-04-15

PJUL INNOVATOR U.S. EQUITY POWER BUFFER ETF - JULY31.8K shares-0.24%2026-03-312026-04-15

Sponsored

CVS CVS HEALTH CORP COM20.4K shares17.11%2026-03-312026-04-15

IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF10.1K shares-10.33%2026-03-312026-04-15

AMRK GOLD COM INC COM36.3K shares-6.20%2026-03-312026-04-15

FDL FIRST TRUST MORNINGSTAR DIVIDEND LEADERS INDEX FUND28.6K shares-4.17%2026-03-312026-04-15

T AT&T INC COM50.1K shares3.91%2026-03-312026-04-15

BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF15.8K shares-3.20%2026-03-312026-04-15

RRC RANGE RES CORP COM32.1K shares0.00%2026-03-312026-04-15

STLD STEEL DYNAMICS INC COM8.0K shares6.76%2026-03-312026-04-15

Sponsored

BITMINE IMMERSION TECHS INC COM NEW BITMINE IMMERSION TECHS INC COM NEW72.4K shares-32.01%2026-03-312026-04-15

AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF12.9K shares32.43%2026-03-312026-04-15

XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF13.1K shares8.89%2026-03-312026-04-15

PEO ADAM NAT RES FD INC COM51.3K shares2.38%2026-03-312026-04-15

EMO CLEARBRIDGE ENERGY MIDSTREAM O COM26.8K shares0.00%2026-03-312026-04-15

WM WASTE MGMT INC DEL COM6.1K shares1.02%2026-03-312026-04-15

FTHI FIRST TRUST BUYWRITE INCOME ETF61.5K shares12.16%2026-03-312026-04-15

COWG PACER US LARGE CAP CASH COWS GROWTH LEADERS ETF41.7K shares2.57%2026-03-312026-04-15

Sponsored

VNQ VANGUARD REAL ESTATE ETF15.8K shares6.06%2026-03-312026-04-15

HTGC HERCULES CAPITAL INC COM94.6K shares-3.78%2026-03-312026-04-15

ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A7.0K shares-4.08%2026-03-312026-04-15

SCHO SCHWAB SHORT-TERM US TREASURY ETF56.8K shares13.10%2026-03-312026-04-15

LSGR NATIXIS LOOMIS SAYLES FOCUSED GROWTH ETF34.8K shares14.27%2026-03-312026-04-15

DUPONT DE NEMOURS INC COM DUPONT DE NEMOURS INC COM29.8K sharesnew addition2026-03-312026-04-15

MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND13.5K shares24.69%2026-03-312026-04-15

IGEB ISHARES INVESTMENT GRADE SYSTEMATIC BOND ETF30.1K shares15.59%2026-03-312026-04-15

Sponsored

SCCO SOUTHERN COPPER CORP COM7.8K shares-7.98%2026-03-312026-04-15

NUE NUCOR CORP COM7.9K shares0.05%2026-03-312026-04-15

VDE VANGUARD ENERGY ETF7.7K shares1.15%2026-03-312026-04-15

FNDX SCHWAB FUNDAMENTAL U.S. LARGE COMPANY ETF47.9K shares1.25%2026-03-312026-04-15

F FORD MTR CO COM115.3K shares4.98%2026-03-312026-04-15

BAC BANK OF AMER CORP COM27.3K shares3.31%2026-03-312026-04-15

FXU FIRST TRUST UTILITIES ALPHADEX FUND26.8K shares4.19%2026-03-312026-04-15

SYK STRYKER CORPORATION COM4.0K shares13.10%2026-03-312026-04-15

Sponsored

URI UNITED RENTALS INC COM1.8K shares4.15%2026-03-312026-04-15

ISRG INTUITIVE SURGICAL INC COM NEW2.8K shares157.93%2026-03-312026-04-15

ISCB ISHARES MORNINGSTAR SMALL-CAP ETF19.9K shares-1.38%2026-03-312026-04-15

VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF16.7K shares14.05%2026-03-312026-04-15

DBC INVESCO DB COMMODITY INDEX TRACKING FUND44.4K shares5.23%2026-03-312026-04-15

EATON CORP PLC SHS EATON CORP PLC SHS3.6K shares1.13%2026-03-312026-04-15

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY ETF38.1K shares45.13%2026-03-312026-04-15

FESM FIDELITY ENHANCED SMALL CAP ETF33.3K shares51.31%2026-03-312026-04-15

Sponsored

REGL PROSHARES S&P MIDCAP 400 DIVIDEND ARISTOCRATS ETF14.6K shares4.03%2026-03-312026-04-15

XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF15.4K shares0.21%2026-03-312026-04-15

NEM NEWMONT CORP COM11.5K shares-66.66%2026-03-312026-04-15

AZO AUTOZONE INC COM369 shares17.14%2026-03-312026-04-15

VB VANGUARD SMALL-CAP ETF4.8K shares-0.77%2026-03-312026-04-15

DVY ISHARES SELECT DIVIDEND ETF8.2K shares2.11%2026-03-312026-04-15

SPGI S&P GLOBAL INC COM2.9K shares-2.70%2026-03-312026-04-15

QTUM DEFIANCE QUANTUM ETF11.4K shares9.02%2026-03-312026-04-15

Sponsored

NUKZ RANGE NUCLEAR RENAISSANCE INDEX ETF18.4K shares31.33%2026-03-312026-04-15

LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF24.1K shares-4.64%2026-03-312026-04-15

QUAL ISHARES MSCI USA QUALITY FACTOR ETF6.2K shares8.85%2026-03-312026-04-15

VHT VANGUARD HEALTH CARE ETF4.4K shares1.16%2026-03-312026-04-15

IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND24.7K shares-1.31%2026-03-312026-04-15

CGXU CAPITAL GROUP INTERNATIONAL FOCUS EQUITY ETF40.2K shares7.34%2026-03-312026-04-15

HSBC HSBC HLDGS PLC SPON ADR NEW14.3K shares14.40%2026-03-312026-04-15

LPLA LPL FINL HLDGS INC COM3.9K shares-72.37%2026-03-312026-04-15

Sponsored

BXSL BLACKSTONE SECD LENDING FD COMMON STOCK49.5K shares501.98%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF29.0K shares26.05%2026-03-312026-04-15

IWF ISHARES RUSSELL 1000 GROWTH ETF2.7K shares-7.69%2026-03-312026-04-15

ISMD INSPIRE SMALL/MID CAP ETF29.0K shares29.67%2026-03-312026-04-15

SO SOUTHERN CO COM12.0K shares-6.14%2026-03-312026-04-15

MMM 3M CO COM7.9K shares1.16%2026-03-312026-04-15

TPR TAPESTRY INC COM8.2K shares-0.78%2026-03-312026-04-15

RDVI FT VEST RISING DIVIDEND ACHIEVERS TARGET INCOME ETF45.2K shares1.79%2026-03-312026-04-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO COM19.0K shares36.70%2026-03-312026-04-15

SMDV PROSHARES RUSSELL 2000 DIVIDEND GROWERS ETF16.6K shares2.60%2026-03-312026-04-15

STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF STATE STREET SPDR BLOOMBERG HIGH YIELD BOND ETF11.8K shares1.51%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP COM1.3K shares-0.32%2026-03-312026-04-15

WFC WELLS FARGO & CO COM14.1K shares0.35%2026-03-312026-04-15

LTTI FT VEST 20 YEAR TREASURY & TARGET INCOME ETF60.0K shares-0.09%2026-03-312026-04-15

MGMT BALLAST SMALL/MID CAP ETF24.9K shares0.00%2026-03-312026-04-15

BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF25.0K shares74.76%2026-03-312026-04-15

Sponsored

DDOG DATADOG INC CL A COM9.4K sharesnew addition2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC COM5.3K shares119.48%2026-03-312026-04-15

QDPL PACER METAURUS US LARGE CAP DIVIDEND MULTIPLIER 400 ETF27.5K shares1.91%2026-03-312026-04-15

VICI VICI PPTYS INC COM40.2K sharesnew addition2026-03-312026-04-15

GNRC GENERAC HLDGS INC COM5.6K shares57.45%2026-03-312026-04-15

HUBBELL INC COM HUBBELL INC COM2.2K shares23.09%2026-03-312026-04-15

PDEC INNOVATOR U.S. EQUITY POWER BUFFER ETF - DECEMBER25.5K shares0.41%2026-03-312026-04-15

SFLO VICTORYSHARES SMALL CAP FREE CASH FLOW ETF35.9K shares6.33%2026-03-312026-04-15

Sponsored

FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF60.7K shares3.92%2026-03-312026-04-15

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF6.7K shares5.65%2026-03-312026-04-15

SCHC SCHWAB INTERNATIONAL SMALL-CAP EQUITY ETF23.0K shares-12.64%2026-03-312026-04-15

TWLO TWILIO INC CL A8.5K shares-0.62%2026-03-312026-04-15

IJK ISHARES S&P MID-CAP 400 GROWTH ETF10.6K shares1.70%2026-03-312026-04-15

BUFQ FT VEST LADDERED NASDAQ BUFFER ETF30.1K shares0.50%2026-03-312026-04-15

BINC ISHARES FLEXIBLE INCOME ACTIVE ETF20.3K shares88.21%2026-03-312026-04-15

INTC INTEL CORP COM23.5K shares1.74%2026-03-312026-04-15

Sponsored

IWP ISHARES RUSSELL MID-CAP GROWTH ETF8.1K shares0.52%2026-03-312026-04-15

SCHF SCHWAB INTERNATIONAL EQUITY ETF41.6K shares-20.65%2026-03-312026-04-15

GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX6.1K shares21.10%2026-03-312026-04-15

SPHY STATE STREET SPDR PORTFOLIO HIGH YIELD BOND ETF42.6K shares19.93%2026-03-312026-04-15

ZTS ZOETIS INC CL A8.4K shares-1.93%2026-03-312026-04-15

FTLS FIRST TRUST LONG/SHORT EQUITY ETF14.0K shares-5.73%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC COM5.9K shares134.61%2026-03-312026-04-15

HALO HALOZYME THERAPEUTICS INC COM15.2K shares1.22%2026-03-312026-04-15

Sponsored

CGMS CAPITAL GROUP U.S. MULTI-SECTOR INCOME ETF36.0K shares2.77%2026-03-312026-04-15

DGX QUEST DIAGNOSTICS INC COM5.0K shares0.00%2026-03-312026-04-15

XPND FIRST TRUST EXPANDED TECHNOLOGY ETF29.7K shares-4.60%2026-03-312026-04-15

DOV DOVER CORP COM4.7K shares1.26%2026-03-312026-04-15

WRB BERKLEY W R CORP COM14.7K shares0.68%2026-03-312026-04-15

LVHI FRANKLIN INTERNATIONAL LOW VOLATILITY HIGH DIVIDEND INDEX ETF24.1K shares20.39%2026-03-312026-04-15

CGMU CAPITAL GROUP MUNICIPAL INCOME ETF35.5K shares29.39%2026-03-312026-04-15

AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF20.7K shares11.53%2026-03-312026-04-15

Sponsored

SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF21.1K shares18.91%2026-03-312026-04-15

XBI STATE STREET SPDR S&P BIOTECH ETF7.5K shares-13.74%2026-03-312026-04-15

RIV RIVERNORTH OPPORTUNITIES FD IN COM86.7K shares-1.33%2026-03-312026-04-15

SEIX VIRTUS SEIX SENIOR LOAN ETF41.5K shares-3.98%2026-03-312026-04-15

GILD GILEAD SCIENCES INC COM6.8K shares2.37%2026-03-312026-04-15

QQQM INVESCO NASDAQ 100 ETF4.0K shares4.37%2026-03-312026-04-15

BK BANK NEW YORK MELLON CORP COM8.0K shares2.36%2026-03-312026-04-15

SPSB STATE STREET SPDR PORTFOLIO SHORT TERM CORPORATE BOND ETF31.4K shares-28.89%2026-03-312026-04-15

Sponsored

SJNK STATE STREET SPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF37.3K shares10.93%2026-03-312026-04-15

VGT VANGUARD INFORMATION TECHNOLOGY ETF1.3K shares-0.45%2026-03-312026-04-15

XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF19.9K shares11.41%2026-03-312026-04-15

SHW SHERWIN WILLIAMS CO COM2.8K shares-1.04%2026-03-312026-04-15

DHR DANAHER CORP DEL COM4.8K shares2.36%2026-03-312026-04-15

FMHI FIRST TRUST MUNICIPAL HIGH INCOME ETF19.2K shares1.59%2026-03-312026-04-15

GPIQ GOLDMAN SACHS NASDAQ-100 PREMIUM INCOME ETF18.3K shares1.70%2026-03-312026-04-15

SIXJ ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 JAN/JUL ETF27.0K shares-1.68%2026-03-312026-04-15

Sponsored

SDY STATE STREET SPDR S&P DIVIDEND ETF6.2K shares0.47%2026-03-312026-04-15

TGT TARGET CORP COM7.5K shares-40.90%2026-03-312026-04-15

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF7.8K shares-4.89%2026-03-312026-04-15

DIS DISNEY WALT CO COM9.3K shares-2.35%2026-03-312026-04-15

GDXJ VANECK JUNIOR GOLD MINERS ETF7.4K shares-39.07%2026-03-312026-04-15

EMDV PROSHARES MSCI EMERGING MARKETS DIVIDEND GROWERS ETF19.3K shares3.10%2026-03-312026-04-15

MAIN MAIN STR CAP CORP COM16.6K shares7.09%2026-03-312026-04-15

MTG MGIC INVT CORP WIS COM33.5K shares0.84%2026-03-312026-04-15

Sponsored

JLS NUVEEN MORTGAGE AND INCOME FD COM48.4K shares0.00%2026-03-312026-04-15

IJS ISHARES S&P SMALL-CAP 600 VALUE ETF7.4K shares-23.53%2026-03-312026-04-15

EMF TEMPLETON EMERGING MKTS FD COM50.0K shares0.00%2026-03-312026-04-15

ECOW PACER EMERGING MARKETS CASH COWS 100 ETF32.7K shares-0.89%2026-03-312026-04-15

ABG ASBURY AUTOMOTIVE GROUP INC COM4.5K shares3.00%2026-03-312026-04-15

VEGI ISHARES MSCI AGRICULTURE PRODUCERS ETF19.2K sharesnew addition2026-03-312026-04-15

ENB ENBRIDGE INC COM16.0K shares0.21%2026-03-312026-04-15

MUB ISHARES NATIONAL MUNI BOND ETF8.2K shares13.07%2026-03-312026-04-15

Sponsored

JANW ALLIANZIM U.S. EQUITY BUFFER20 JAN ETF23.8K shares-2.13%2026-03-312026-04-15

QCOM QUALCOMM INC COM6.7K shares-4.58%2026-03-312026-04-15

SPYV STATE STREET SPDR PORTFOLIO S&P 500 VALUE ETF15.2K shares56.53%2026-03-312026-04-15

DUKE ENERGY CORP NEW COM NEW DUKE ENERGY CORP NEW COM NEW6.6K shares12.07%2026-03-312026-04-15

SIXO ALLIANZIM U.S. EQUITY 6 MONTH BUFFER10 APR/OCT ETF25.5K shares-1.27%2026-03-312026-04-15

VONG VANGUARD RUSSELL 1000 GROWTH ETF7.8K shares0.09%2026-03-312026-04-15

KR KROGER CO COM11.7K shares-0.58%2026-03-312026-04-15

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF10.5K shares2.59%2026-03-312026-04-15

Sponsored

RVT ROYCE SMALL CAP TRUST INC COM50.2K shares2.15%2026-03-312026-04-15

VRIG INVESCO VARIABLE RATE INVESTMENT GRADE ETF33.1K shares4.91%2026-03-312026-04-15

VAW VANGUARD MATERIALS ETF3.7K shares-0.35%2026-03-312026-04-15

O REALTY INCOME CORP COM13.4K shares1.48%2026-03-312026-04-15

PBR PETROLEO BRASILEIRO S A SPONSORED ADR39.5K sharesnew addition2026-03-312026-04-15

SHV ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF7.4K shares13.44%2026-03-312026-04-15

TXN TEXAS INSTRS INC COM4.2K shares3.97%2026-03-312026-04-15

DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF13.8K shares79.49%2026-03-312026-04-15

Sponsored

BSEP INNOVATOR U.S. EQUITY BUFFER ETF - SEPTEMBER16.6K shares-0.26%2026-03-312026-04-15

SMH VANECK SEMICONDUCTOR ETF2.1K shares3.90%2026-03-312026-04-15

DLR DIGITAL RLTY TR INC COM4.4K sharesnew addition2026-03-312026-04-15

GSK PLC SPONSORED ADR GSK PLC SPONSORED ADR14.4K shares11.27%2026-03-312026-04-15

PLD PROLOGIS INC. COM6.0K shares-3.58%2026-03-312026-04-15

SUB ISHARES SHORT-TERM NATIONAL MUNI BOND ETF7.4K shares9.74%2026-03-312026-04-15

NXDT NEXPOINT DIVERSIFIED REL ET TR COM NEW168.2K shares1.71%2026-03-312026-04-15

MTSI MACOM TECH SOLUTIONS HLDGS INC COM3.5K sharesnew addition2026-03-312026-04-15

Sponsored

FTAI AVIATION LTD SHS FTAI AVIATION LTD SHS3.2K shares-1.05%2026-03-312026-04-15

VODAFONE GROUP PLC SPONSORED ADR VODAFONE GROUP PLC SPONSORED ADR51.8K shares2.58%2026-03-312026-04-15

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF9.9K shares1.77%2026-03-312026-04-15

UNP UNION PAC CORP COM3.2K shares-11.12%2026-03-312026-04-15

SGOV ISHARES 0-3 MONTH TREASURY BOND ETF7.7K shares17.25%2026-03-312026-04-15

KJAN INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - JANUARY18.4K shares-0.19%2026-03-312026-04-15

KNGZ FIRST TRUST S&P 500 DIVERSIFIED DIVIDEND ARISTOCRATS ETF21.3K shares-1.39%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC COM2.8K shares10.69%2026-03-312026-04-15

Sponsored

DGT STATE STREET SPDR GLOBAL DOW ETF4.4K shares-19.79%2026-03-312026-04-15

GPIX GOLDMAN SACHS S&P 500 PREMIUM INCOME ETF14.8K shares1.37%2026-03-312026-04-15

RSPA INVESCO S&P 500 EQUAL WEIGHT INCOME ADVANTAGE ETF14.8K shares37.76%2026-03-312026-04-15

ARDC ARES DYNAMIC CR ALLOCATION FD COM60.7K shares-5.52%2026-03-312026-04-15

FV FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF12.2K shares-3.18%2026-03-312026-04-15

PMAR INNOVATOR U.S. EQUITY POWER BUFFER ETF - MARCH16.4K shares197.91%2026-03-312026-04-15

FLCB FRANKLIN U.S CORE BOND ETF33.8K shares43.67%2026-03-312026-04-15

GBIL ACCESS TREASURY 0-1 YEAR ETF7.2K shares-6.30%2026-03-312026-04-15

Sponsored

SHLD GLOBAL X DEFENSE TECH ETF10.1K shares14.44%2026-03-312026-04-15

CSX CSX CORP COM17.5K shares0.71%2026-03-312026-04-15

SPXX NUVEEN S&P 500 DYNAMIC OVERWRI COM44.6K sharesnew addition2026-03-312026-04-15

ASTRAZENECA PLC ORD ASTRAZENECA PLC ORD3.6K sharesnew addition2026-03-312026-04-15

MEDTRONIC PLC SHS MEDTRONIC PLC SHS8.2K shares0.60%2026-03-312026-04-15

MARVELL TECHNOLOGY INC COM MARVELL TECHNOLOGY INC COM7.1K shares-2.35%2026-03-312026-04-15

IHI ISHARES U.S. MEDICAL DEVICES ETF13.2K shares-2.47%2026-03-312026-04-15

BCX BLACKROCK RES & COMMODITIES ST SHS58.2K shares1.79%2026-03-312026-04-15

Sponsored

XMHQ INVESCO S&P MIDCAP QUALITY ETF6.8K shares33.12%2026-03-312026-04-15

HFRO HIGHLAND OPPS & INCOME FD HIGHLAND INCOME122.3K shares0.00%2026-03-312026-04-15

SHOP SHOPIFY INC CL A SUB VTG SHS5.9K shares7.48%2026-03-312026-04-15

DG DOLLAR GEN CORP COM5.9K shares6.82%2026-03-312026-04-15

AMT AMERICAN TOWER CORP COM4.0K shares-0.65%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC COM9.6K shares-42.43%2026-03-312026-04-15

LQTI FT VEST INVESTMENT GRADE & TARGET INCOME ETF35.2K shares25.35%2026-03-312026-04-15

GPRK GEOPARK LTD USD SHS72.3K sharesnew addition2026-03-312026-04-15

Sponsored

RMBS RAMBUS INC DEL COM8.0K shares-1.08%2026-03-312026-04-15

CGMM CAPITAL GROUP U.S. SMALL AND MID CAP ETF23.2K shares1.98%2026-03-312026-04-15

SCHP SCHWAB US TIPS ETF25.6K shares0.00%2026-03-312026-04-15

FENI FIDELITY ENHANCED INTERNATIONAL ETF18.2K shares56.23%2026-03-312026-04-15

FLOT ISHARES FLOATING RATE BOND ETF13.2K shares-4.18%2026-03-312026-04-15

APH AMPHENOL CORP CL A5.3K shares1.23%2026-03-312026-04-15

AVT AVNET INC COM10.9K shares1.64%2026-03-312026-04-15

VRT VERTIV HOLDINGS CO COM CL A2.7K shares-10.59%2026-03-312026-04-15

Sponsored

HON HONEYWELL INTL INC COM2.9K shares0.34%2026-03-312026-04-15

KMB KIMBERLY-CLARK CORP COM6.9K shares25.39%2026-03-312026-04-15

BGX BLACKSTONE LONG SHORT CR INCOM COM SHS BN INT60.8K shares0.00%2026-03-312026-04-15

SDVD FT VEST SMID RISING DIVIDEND ACHIEVERS TARGET INCOME ETF30.4K shares1.25%2026-03-312026-04-15

RPV INVESCO S&P 500 PURE VALUE ETF6.1K shares3.63%2026-03-312026-04-15

FTQI FIRST TRUST NASDAQ BUYWRITE INCOME ETF32.9K shares10.34%2026-03-312026-04-15

CGBL CAPITAL GROUP CORE BALANCED ETF19.1K shares13.84%2026-03-312026-04-15

MO ALTRIA GROUP INC COM9.9K shares0.86%2026-03-312026-04-15

Sponsored

AVDV AVANTIS INTERNATIONAL SMALL CAP VALUE ETF6.6K shares1.38%2026-03-312026-04-15

AROC ARCHROCK INC COM18.7K shares1.69%2026-03-312026-04-15

AVEM AVANTIS EMERGING MARKETS EQUITY ETF8.1K shares8.76%2026-03-312026-04-15

FIRST CTZNS BANCSHARES INC DEL CL A FIRST CTZNS BANCSHARES INC DEL CL A344 shares1.18%2026-03-312026-04-15

PHYS SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR18.2K shares0.00%2026-03-312026-04-15

JULW ALLIANZIM U.S. EQUITY BUFFER20 JUL ETF16.6K shares-2.94%2026-03-312026-04-15

SPSM STATE STREET SPDR PORTFOLIO S&P 600 SMALL CAP ETF13.3K shares10.68%2026-03-312026-04-15

FYX FIRST TRUST SMALL CAP CORE ALPHADEX FUND5.4K shares-0.13%2026-03-312026-04-15

Sponsored

MOOD RELATIVE SENTIMENT TACTICAL ALLOCATION ETF15.4K sharesnew addition2026-03-312026-04-15

ACWI ISHARES MSCI ACWI ETF4.5K shares-3.61%2026-03-312026-04-15

UPS UNITED PARCEL SVCS INC CL B6.4K shares11.46%2026-03-312026-04-15

KAPR INNOVATOR U.S. SMALL CAP POWER BUFFER ETF - APRIL17.3K shares-1.28%2026-03-312026-04-15

JPST JPMORGAN ULTRA-SHORT INCOME ETF12.4K shares-23.60%2026-03-312026-04-15

OCTW ALLIANZIM U.S. EQUITY BUFFER20 OCT ETF16.2K shares-2.92%2026-03-312026-04-15

MCK MCKESSON CORP COM718 shares9.79%2026-03-312026-04-15

UTG REAVES UTIL INCOME FD COM SH BEN INT15.6K shares0.00%2026-03-312026-04-15

Sponsored

APRW ALLIANZIM U.S. EQUITY BUFFER20 APR ETF17.3K shares-2.95%2026-03-312026-04-15

EFA ISHARES MSCI EAFE ETF6.3K shares14.21%2026-03-312026-04-15

TSLX SIXTH STREET SPECIALTY LENDING COM33.2K shares-7.22%2026-03-312026-04-15

JOE ST JOE CO COM9.7K shares44.78%2026-03-312026-04-15

IVV

ISHARES CORE S&P 500 ETF

1.35%

Shares73.9K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION COM

5.70%

Shares275.3K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC COM

5.85%

Shares171.5K

Event2026-03-31

Filed2026-04-15

IJH

ISHARES CORE S&P MID-CAP ETF

-1.49%

Shares458.2K

Event2026-03-31

Filed2026-04-15

INVESCO QQQ TRUST SERIES I

0.98%

Shares52.8K

Event2026-03-31

Filed2026-04-15

ALPHABET INC CAP STK CL A

6.15%

Shares105.3K

Event2026-03-31

Filed2026-04-15

SPY

STATE STREET SPDR S&P 500 ETF

1.63%

Shares45.2K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP COM

-7.01%

Shares77.9K

Event2026-03-31

Filed2026-04-15

IWV

ISHARES RUSSELL 3000 ETF

5.80%

Shares71.2K

Event2026-03-31

Filed2026-04-15

VUG

VANGUARD GROWTH ETF

-4.75%

Shares60.3K

Event2026-03-31

Filed2026-04-15

FBCG

FIDELITY BLUE CHIP GROWTH ETF

16.98%

Shares516.5K

Event2026-03-31

Filed2026-04-15

BERKSHIRE HATHAWAY INC DEL CL B NEW

-2.81%

Shares52.5K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC COM

2.02%

Shares98.0K

Event2026-03-31

Filed2026-04-15

XLK

STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF

2.01%

Shares152.7K

Event2026-03-31

Filed2026-04-15

VYM

VANGUARD HIGH DIVIDEND YIELD INDEX ETF

-4.47%

Shares131.6K

Event2026-03-31

Filed2026-04-15