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The Analysis of Networth Advisors, LLC's Holdings & P&L

Currently, Networth Advisors, LLC holds 381 types of securities in its portfolio with a total value $141.5M. In the most recent quarter, they have increased their positions in N/A (+115.0K shares, valued at $2.9M), AVIG (+11.5K shares, valued at $477.5K), AVMC (+6.1K shares, valued at $440.4K); decreased their positions in QBER (-35.0K shares, valued at $845.5K), MUB (-4.6K shares, valued at $489.0K), N/A (-812 shares, valued at $485.2K); initiated new positions in N/A (+115.0K shares, valued at $2.9M), N/A (+10.6K shares, valued at $231.6K), AUGZ (+5.4K shares, valued at $219.6K).

1M P&L

+3.2M+2.46%

3M P&L

+7.1M+5.59%

HY P&L

+7.7M+6.09%

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/A130.9M

97.6%

2Software - Infrastructure582.4K

0.4%

3Banks - Diversified281.4K

0.2%

Top Industries by Stock Count

1N/A219 stocks

62.0%

2Semiconductors7 stocks

2.0%

3Software - Infrastructure6 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AVLC AMERICAN CENTY ETF TR242.7K shares1.46%2026-03-312026-04-22

AVMC AMERICAN CENTY ETF TR178.3K shares3.54%2026-03-312026-04-22

AVIG AMERICAN CENTY ETF TR265.7K shares4.52%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR100.7K shares2.22%2026-03-312026-04-22

QGRO AMERICAN CENTY ETF TR76.8K shares2.34%2026-03-312026-04-22

FLV AMERICAN CENTY ETF TR100.3K shares3.42%2026-03-312026-04-22

FDG AMERICAN CENTY ETF TR38.3K shares2.93%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR44.0K shares9.14%2026-03-312026-04-22

Sponsored

AVSC AMERICAN CENTY ETF TR58.6K shares1.11%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS5.5K shares-12.85%2026-03-312026-04-22

QINT AMERICAN CENTY ETF TR49.0K shares8.16%2026-03-312026-04-22

AVSF AMERICAN CENTY ETF TR68.3K shares4.02%2026-03-312026-04-22

KORP AMERICAN CENTY ETF TR67.7K shares5.32%2026-03-312026-04-22

AVRE AMERICAN CENTY ETF TR68.6K shares4.69%2026-03-312026-04-22

STERLING CAP FDS STERLING CAP FDS115.0K sharesnew addition2026-03-312026-04-22

GSEP FIRST TR EXCHNG TRADED FD VI71.6K shares-0.96%2026-03-312026-04-22

Sponsored

OCTW AIM ETF PRODUCTS TRUST62.4K shares-2.12%2026-03-312026-04-22

AVXC AMERICAN CENTY ETF TR35.0K shares14.32%2026-03-312026-04-22

DECU AIM ETF PRODUCTS TRUST86.8K shares-1.08%2026-03-312026-04-22

JANW AIM ETF PRODUCTS TRUST62.0K shares-1.22%2026-03-312026-04-22

AHYB AMERICAN CENTY ETF TR49.0K shares6.05%2026-03-312026-04-22

SEPW AIM ETF PRODUCTS TRUST66.9K shares-1.42%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR19.8K shares2.40%2026-03-312026-04-22

DECW AIM ETF PRODUCTS TRUST53.2K shares-1.14%2026-03-312026-04-22

Sponsored

SBAR SIMPLIFY EXCHANGE TRADED FUN69.7K shares30.15%2026-03-312026-04-22

CTA SIMPLIFY EXCHANGE TRADED FUN40.5K shares16.89%2026-03-312026-04-22

BUCK SIMPLIFY EXCHANGE TRADED FUN50.5K shares22.48%2026-03-312026-04-22

JULU AIM ETF PRODUCTS TRUST33.0K shares0.04%2026-03-312026-04-22

FOXY SIMPLIFY EXCHANGE TRADED FUN30.1K shares73.51%2026-03-312026-04-22

SIXO AIM ETF PRODUCTS TRUST25.8K shares-3.21%2026-03-312026-04-22

AGGH SIMPLIFY EXCHANGE TRADED FUN42.0K shares29.35%2026-03-312026-04-22

IWY ISHARES TR3.3K shares-4.16%2026-03-312026-04-22

Sponsored

IEMG ISHARES INC10.0K shares-7.69%2026-03-312026-04-22

BILZ PIMCO ETF TR6.1K shares-42.20%2026-03-312026-04-22

IDEV ISHARES TR7.3K shares-11.93%2026-03-312026-04-22

QBER ELEVATION SERIES TRUST23.3K shares-60.05%2026-03-312026-04-22

SVOL SIMPLIFY EXCHANGE TRADED FUN36.1K shares20.62%2026-03-312026-04-22

MSFT MICROSOFT CORP1.5K shares13.25%2026-03-312026-04-22

IWX ISHARES TR5.8K shares-6.19%2026-03-312026-04-22

AGEM ABRDN FDS12.1K shares-11.70%2026-03-312026-04-22

Sponsored

ONEZ ELEVATION SERIES TRUST18.9K shares-0.85%2026-03-312026-04-22

ELEVATION SERIES TRUST ELEVATION SERIES TRUST11.2K shares-0.53%2026-03-312026-04-22

OCTZ ELEVATION SERIES TRUST9.1K shares2002.30%2026-03-312026-04-22

SPYM SPDR SERIES TRUST4.8K shares-7.13%2026-03-312026-04-22

GAEM SIMPLIFY EXCHANGE TRADED FUN11.2K shares21.23%2026-03-312026-04-22

EFV ISHARES TR3.9K shares-9.05%2026-03-312026-04-22

SEPZ ELEVATION SERIES TRUST6.9K shares-2.32%2026-03-312026-04-22

IWS ISHARES TR1.8K shares-5.09%2026-03-312026-04-22

Sponsored

BK BANK NEW YORK MELLON CORP2.2K shares0.00%2026-03-312026-04-22

EFG ISHARES TR2.2K shares-10.42%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.4K shares20.61%2026-03-312026-04-22

ELEVATION SERIES TRUST ELEVATION SERIES TRUST10.6K sharesnew addition2026-03-312026-04-22

SCEC CAPITOL SER TR9.2K shares-3.05%2026-03-312026-04-22

DECZ ELEVATION SERIES TRUST5.7K shares-2.50%2026-03-312026-04-22

AUGZ ELEVATION SERIES TRUST5.4K sharesnew addition2026-03-312026-04-22

ATI ATI INC1.5K shares29.44%2026-03-312026-04-22

Sponsored

FLJJ AIM ETF PRODUCTS TRUST6.1K sharesnew addition2026-03-312026-04-22

LLY ELI LILLY & CO202 shares6633.33%2026-03-312026-04-22

TUA SIMPLIFY EXCHANGE TRADED FUN8.8K shares-11.16%2026-03-312026-04-22

IAUM ISHARES GOLD TR3.9K shares-5.15%2026-03-312026-04-22

SEPU AIM ETF PRODUCTS TRUST6.4K sharesnew addition2026-03-312026-04-22

IVV ISHARES TR267 shares-8.56%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR250 shares0.40%2026-03-312026-04-22

AAPL APPLE INC539 shares-0.92%2026-03-312026-04-22

Sponsored

VTWO VANGUARD SCOTTSDALE FDS1.4K shares-3.27%2026-03-312026-04-22

CROWN CASTLE INC CROWN CASTLE INC1.6K shares0.00%2026-03-312026-04-22

IJR ISHARES TR1.0K shares209.06%2026-03-312026-04-22

SHV ISHARES TR1.1K shares631.58%2026-03-312026-04-22

JULW AIM ETF PRODUCTS TRUST3.0K shares-8.25%2026-03-312026-04-22

IR INGERSOLL RAND INC1.3K shares-19.09%2026-03-312026-04-22

AGG ISHARES TR1.0K shares-34.62%2026-03-312026-04-22

DGX QUEST DIAGNOSTICS INC491 shares0.00%2026-03-312026-04-22

Sponsored

AIQ GLOBAL X FDS2.0K shares-18.91%2026-03-312026-04-22

MAGA ETF SER SOLUTIONS1.7K shares0.00%2026-03-312026-04-22

STERLING CAP FDS STERLING CAP FDS3.9K sharesnew addition2026-03-312026-04-22

MS MORGAN STANLEY548 shares3814.29%2026-03-312026-04-22

ALL ALLSTATE CORP428 sharesnew addition2026-03-312026-04-22

TLT ISHARES TR966 shares3.65%2026-03-312026-04-22

IWP ISHARES TR599 shares22.24%2026-03-312026-04-22

AMZN AMAZON COM INC364 shares-1.89%2026-03-312026-04-22

Sponsored

DECT AIM ETF PRODUCTS TRUST2.1K shares-0.09%2026-03-312026-04-22

STERLING CAP FDS STERLING CAP FDS2.9K sharesnew addition2026-03-312026-04-22

SCHV SCHWAB STRATEGIC TR2.3K sharesnew addition2026-03-312026-04-22

SEPT AIM ETF PRODUCTS TRUST1.9K shares0.00%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO199 shares11.80%2026-03-312026-04-22

QUAL ISHARES TR330 shares-23.61%2026-03-312026-04-22

IEFA ISHARES TR622 shares65.87%2026-03-312026-04-22

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II767 sharesnew addition2026-03-312026-04-22

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD1.0K sharesnew addition2026-03-312026-04-22

SPMO INVESCO EXCH TRADED FD TR II431 sharesnew addition2026-03-312026-04-22

NVDA NVIDIA CORPORATION272 shares-0.73%2026-03-312026-04-22

IMCG ISHARES TR592 shares0.51%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP254 sharesnew addition2026-03-312026-04-22

FE FIRSTENERGY CORP904 shares0.00%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC191 shares0.00%2026-03-312026-04-22

SPHQ INVESCO EXCHANGE TRADED FD T570 sharesnew addition2026-03-312026-04-22

Sponsored

XLE SELECT SECTOR SPDR TR697 shares190.42%2026-03-312026-04-22

ZSEP INNOVATOR ETFS TRUST1.6K shares-5.30%2026-03-312026-04-22

RTX RTX CORPORATION208 sharesnew addition2026-03-312026-04-22

BA BOEING CO200 shares0.00%2026-03-312026-04-22

SCHC SCHWAB STRATEGIC TR835 sharesnew addition2026-03-312026-04-22

BIL SPDR SERIES TRUST412 sharesnew addition2026-03-312026-04-22

ITA ISHARES TR172 shares0.00%2026-03-312026-04-22

FNDF SCHWAB STRATEGIC TR767 sharesnew addition2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR86 shares1.18%2026-03-312026-04-22

ELEVATION SERIES TRUST ELEVATION SERIES TRUST1.6K sharesnew addition2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC644 shares35.01%2026-03-312026-04-22

YUM YUM BRANDS INC207 shares2857.14%2026-03-312026-04-22

PEP PEPSICO INC207 shares2857.14%2026-03-312026-04-22

APOC INNOVATOR ETFS TRUST1.2K shares37.19%2026-03-312026-04-22

HD HOME DEPOT INC94 shares54.10%2026-03-312026-04-22

IWF ISHARES TR68 shares0.00%2026-03-312026-04-22

Sponsored

MINT PIMCO ETF TR275 shares-27.82%2026-03-312026-04-22

AIOO AIM ETF PRODUCTS TRUST1.1K shares-2.89%2026-03-312026-04-22

ITOT ISHARES TR187 shares-23.67%2026-03-312026-04-22

ICSH ISHARES TR522 shares-1.51%2026-03-312026-04-22

BROADCOM INC BROADCOM INC84 shares546.15%2026-03-312026-04-22

CSCO CISCO SYS INC335 shares276.40%2026-03-312026-04-22

XBIL RBB FD INC512 shares0.00%2026-03-312026-04-22

IJH ISHARES TR377 shares-11.92%2026-03-312026-04-22

Sponsored

PYLD PIMCO ETF TR959 shares-25.66%2026-03-312026-04-22

MCD MCDONALDS CORP80 shares70.21%2026-03-312026-04-22

VTV VANGUARD INDEX FDS124 shares69.86%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS100 sharesnew addition2026-03-312026-04-22

WPC WP CAREY INC355 sharesnew addition2026-03-312026-04-22

LOW LOWES COS INC100 sharesnew addition2026-03-312026-04-22

IXUS ISHARES TR271 shares-9.06%2026-03-312026-04-22

SIXZ AIM ETF PRODUCTS TRUST802 shares0.00%2026-03-312026-04-22

Sponsored

ZNOV INNOVATOR ETFS TRUST853 shares-2.29%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS379 shares924.32%2026-03-312026-04-22

SPD SIMPLIFY EXCHANGE TRADED FUN619 shares-10.94%2026-03-312026-04-22

PRMB PRIMO BRANDS CORPORATION1.2K shares0.00%2026-03-312026-04-22

IVE ISHARES TR106 shares37.66%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON90 shares309.09%2026-03-312026-04-22

PPG PPG INDS INC204 shares5000.00%2026-03-312026-04-22

ELEVATION SERIES TRUST ELEVATION SERIES TRUST898 sharesnew addition2026-03-312026-04-22

Sponsored

SPTL SPDR SERIES TRUST816 shares6.81%2026-03-312026-04-22

TSLA TESLA INC57 shares0.00%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC132 shares131.58%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS87 shares383.33%2026-03-312026-04-22

CORO BLACKROCK ETF TRUST573 sharesnew addition2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T28 shares-71.13%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST312 shares0.00%2026-03-312026-04-22

SPYC SIMPLIFY EXCHANGE TRADED FUN453 shares-7.55%2026-03-312026-04-22

Sponsored

FGD FIRST TR EXCHANGE-TRADED FD557 shares-25.73%2026-03-312026-04-22

SPYG SPDR SERIES TRUST180 shares-79.68%2026-03-312026-04-22

FTCS FIRST TR EXCHANGE-TRADED FD188 sharesnew addition2026-03-312026-04-22

IVW ISHARES TR154 shares1.32%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC51 shares920.00%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS223 shares0.00%2026-03-312026-04-22

WDIV SPDR INDEX SHS FDS223 shares-23.37%2026-03-312026-04-22

PIMCO ETF TR PIMCO ETF TR363 sharesnew addition2026-03-312026-04-22

Sponsored

CL COLGATE PALMOLIVE CO200 sharesnew addition2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR660 shares-7.82%2026-03-312026-04-22

IWM ISHARES TR68 shares-8.11%2026-03-312026-04-22

FDN FIRST TR EXCHANGE-TRADED FD69 shares0.00%2026-03-312026-04-22

SPUC SIMPLIFY EXCHANGE TRADED FUN364 shares-6.91%2026-03-312026-04-22

LTPZ PIMCO ETF TR305 shares-18.23%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO52 shares300.00%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS304 shares0.00%2026-03-312026-04-22

Sponsored

VTI VANGUARD INDEX FDS47 shares0.00%2026-03-312026-04-22

SPYV SPDR SERIES TRUST263 shares0.00%2026-03-312026-04-22

TXN TEXAS INSTRS INC76 shares375.00%2026-03-312026-04-22

ZROZ PIMCO ETF TR225 shares-27.42%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS158 shares-25.12%2026-03-312026-04-22

DGRO ISHARES TR195 shares-2.50%2026-03-312026-04-22

TJUL INNOVATOR ETFS TRUST466 shares-6.05%2026-03-312026-04-22

FIXD FIRST TR EXCHNG TRADED FD VI309 sharesnew addition2026-03-312026-04-22

Sponsored

TJX TJX COS INC NEW84 shares663.64%2026-03-312026-04-22

LINDE PLC LINDE PLC27 sharesnew addition2026-03-312026-04-22

ADI ANALOG DEVICES INC42 shares1300.00%2026-03-312026-04-22

QBUL ELEVATION SERIES TRUST565 shares101.07%2026-03-312026-04-22

VXF VANGUARD INDEX FDS64 shares0.00%2026-03-312026-04-22

SCZ ISHARES TR166 shares40.68%2026-03-312026-04-22

LGLV SPDR SERIES TRUST72 sharesnew addition2026-03-312026-04-22

NLR VANECK ETF TRUST95 shares0.00%2026-03-312026-04-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS195 shares0.00%2026-03-312026-04-22

ABBV ABBVIE INC56 shares833.33%2026-03-312026-04-22

FBCG FIDELITY COVINGTON TRUST241 shares0.00%2026-03-312026-04-22

PLD PROLOGIS INC.91 shares2175.00%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC33 sharesnew addition2026-03-312026-04-22

VGSH VANGUARD SCOTTSDALE FDS201 shares-88.09%2026-03-312026-04-22

VGLT VANGUARD SCOTTSDALE FDS207 shares-0.96%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP280 shares0.00%2026-03-312026-04-22

Sponsored

COP CONOCOPHILLIPS86 shares0.00%2026-03-312026-04-22

SCHZ SCHWAB STRATEGIC TR478 sharesnew addition2026-03-312026-04-22

TT TRANE TECHNOLOGIES PLC26 shares550.00%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC11 shares1000.00%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC51 shares64.52%2026-03-312026-04-22

COWZ PACER FDS TR162 sharesnew addition2026-03-312026-04-22

NEE NEXTERA ENERGY INC109 shares738.46%2026-03-312026-04-22

ALPHABET INC ALPHABET INC34 shares9.68%2026-03-312026-04-22

Sponsored

MUB ISHARES TR92 shares-98.04%2026-03-312026-04-22

XMMO INVESCO EXCHANGE TRADED FD T67 sharesnew addition2026-03-312026-04-22

TYA SIMPLIFY EXCHANGE TRADED FUN740 shares-68.93%2026-03-312026-04-22

DIS DISNEY WALT CO100 shares0.00%2026-03-312026-04-22

UNP UNION PAC CORP39 sharesnew addition2026-03-312026-04-22

SLV ISHARES SILVER TR138 shares0.00%2026-03-312026-04-22

GOVT ISHARES TR410 shares703.92%2026-03-312026-04-22

KO COCA COLA CO122 shares838.46%2026-03-312026-04-22

Sponsored

VWO VANGUARD INTL EQUITY INDEX F169 shares0.00%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO30 sharesnew addition2026-03-312026-04-22

HYS PIMCO ETF TR97 shares-27.61%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR68 shares0.00%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR358 shares-34.31%2026-03-312026-04-22

ORCL ORACLE CORP60 sharesnew addition2026-03-312026-04-22

MU MICRON TECHNOLOGY INC25 shares316.67%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC40 shares37.93%2026-03-312026-04-22

Sponsored

BAI BLACKROCK ETF TRUST249 shares0.81%2026-03-312026-04-22

SCHP SCHWAB STRATEGIC TR304 shares7500.00%2026-03-312026-04-22

WFC WELLS FARGO & CO100 sharesnew addition2026-03-312026-04-22

CB CHUBB LTD SWITZ23 shares360.00%2026-03-312026-04-22

META META PLATFORMS INC13 shares0.00%2026-03-312026-04-22

EDIV SPDR INDEX SHS FDS182 shares-34.53%2026-03-312026-04-22

FDCF FIDELITY COVINGTON TRUST165 shares0.00%2026-03-312026-04-22

FBOT FIDELITY COVINGTON TRUST209 shares0.00%2026-03-312026-04-22

Sponsored

ABT ABBOTT LABORATORIES67 shares252.63%2026-03-312026-04-22

ZAUG INNOVATOR ETFS TRUST252 sharesnew addition2026-03-312026-04-22

IHAK ISHARES TR153 shares0.00%2026-03-312026-04-22

ATO ATMOS ENERGY CORP36 shares38.46%2026-03-312026-04-22

VSS VANGUARD INTL EQUITY INDEX F44 shares0.00%2026-03-312026-04-22

SNX TD SYNNEX CORPORATION38 shares111.11%2026-03-312026-04-22

XEL XCEL ENERGY INC80 shares788.89%2026-03-312026-04-22

IEF ISHARES TR65 shares-28.57%2026-03-312026-04-22

Sponsored

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD490 shares0.00%2026-03-312026-04-22

FDFF FIDELITY COVINGTON TRUST194 shares0.00%2026-03-312026-04-22

MCK MCKESSON CORP7 shares16.67%2026-03-312026-04-22

VTIP VANGUARD MALVERN FDS119 shares0.00%2026-03-312026-04-22

MBB ISHARES TR62 shares0.00%2026-03-312026-04-22

THRO BLACKROCK ETF TRUST162 shares0.00%2026-03-312026-04-22

PPC PILGRIMS PRIDE CORP154 shares0.00%2026-03-312026-04-22

NVBU AIM ETF PRODUCTS TRUST205 shares0.00%2026-03-312026-04-22

Sponsored

OCTU AIM ETF PRODUCTS TRUST207 shares0.00%2026-03-312026-04-22

VRSN VERISIGN INC23 shares155.56%2026-03-312026-04-22

BP BP PLC121 shares0.00%2026-03-312026-04-22

SHLD GLOBAL X FDS80 shares31.15%2026-03-312026-04-22

XOP SPDR SERIES TRUST31 shares0.00%2026-03-312026-04-22

CNA CNA FINL CORP122 shares165.22%2026-03-312026-04-22

VO VANGUARD INDEX FDS19 shares0.00%2026-03-312026-04-22

SNA SNAP ON INC15 sharesnew addition2026-03-312026-04-22

Sponsored

INCY INCYTE CORP57 shares-18.57%2026-03-312026-04-22

HE HAWAIIAN ELEC INDS INC MTN B360 shares0.00%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS116 shares241.18%2026-03-312026-04-22

LUV SOUTHWEST AIRLS CO135 shares0.00%2026-03-312026-04-22

HEFA ISHARES TR114 shares0.00%2026-03-312026-04-22

IWR ISHARES TR49 shares0.00%2026-03-312026-04-22

UTHR UNITED THERAPEUTICS CORP DEL8 sharesnew addition2026-03-312026-04-22

TROW PRICE T ROWE GROUP INC51 sharesnew addition2026-03-312026-04-22

Sponsored

PRFD PIMCO ETF TR90 shares-26.83%2026-03-312026-04-22

AOA ISHARES TR51 shares41.67%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC26 shares271.43%2026-03-312026-04-22

CRDT SIMPLIFY EXCHANGE TRADED FUN200 shares-25.37%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR51 shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN22 sharesnew addition2026-03-312026-04-22

CEFZ ELEVATION SERIES TRUST569 shares-27.97%2026-03-312026-04-22

XLSR SSGA ACTIVE TR77 shares541.67%2026-03-312026-04-22

Sponsored

LONZ PIMCO ETF TR90 shares-26.83%2026-03-312026-04-22

CTSH COGNIZANT TECHNOLOGY SOLUTIO72 shares-18.18%2026-03-312026-04-22

AA ALCOA CORP63 shares0.00%2026-03-312026-04-22

BLCR BLACKROCK ETF TRUST97 sharesnew addition2026-03-312026-04-22

RSG REPUBLIC SVCS INC18 sharesnew addition2026-03-312026-04-22

PRU PRUDENTIAL FINL INC38 shares0.00%2026-03-312026-04-22

PFGC PERFORMANCE FOOD GROUP CO43 shares0.00%2026-03-312026-04-22

SSRM SSR MINING IN125 shares0.00%2026-03-312026-04-22

Sponsored

FELV FIDELITY COVINGTON TRUST98 shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC4 shares0.00%2026-03-312026-04-22

ARROWHEAD PHARMACEUTICALS IN ARROWHEAD PHARMACEUTICALS IN51 sharesnew addition2026-03-312026-04-22

SIXJ AIM ETF PRODUCTS TRUST91 shares0.00%2026-03-312026-04-22

XYL XYLEM INC25 sharesnew addition2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS36 shares0.00%2026-03-312026-04-22

FENI FIDELITY COVINGTON TRUST78 shares0.00%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-04-22

Sponsored

PPTA PERPETUA RESOURCES CORP100 shares0.00%2026-03-312026-04-22

VMBS VANGUARD SCOTTSDALE FDS57 shares0.00%2026-03-312026-04-22

AVEM AMERICAN CENTY ETF TR33 shares0.00%2026-03-312026-04-22

SRE SEMPRA27 shares350.00%2026-03-312026-04-22

LDUR PIMCO ETF TR27 shares0.00%2026-03-312026-04-22

SPTM SPDR SERIES TRUST32 shares0.00%2026-03-312026-04-22

VFLO VICTORY PORTFOLIOS II64 shares36.17%2026-03-312026-04-22

APH AMPHENOL CORP20 shares0.00%2026-03-312026-04-22

Sponsored

VYM VANGUARD WHITEHALL FDS17 shares-87.31%2026-03-312026-04-22

USIG ISHARES TR47 shares0.00%2026-03-312026-04-22

ADSK AUTODESK INC10 sharesnew addition2026-03-312026-04-22

SPEM SPDR INDEX SHS FDS49 shares4800.00%2026-03-312026-04-22

DIV GLOBAL X FDS118 shares-86.39%2026-03-312026-04-22

ICLO INVESCO ACTIVELY MANAGED EXC84 shares-89.54%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR69 shares0.00%2026-03-312026-04-22

SMITHFIELD FOODS INC SMITHFIELD FOODS INC74 sharesnew addition2026-03-312026-04-22

Sponsored

HYMB SPDR SERIES TRUST83 shares0.00%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC4 shares0.00%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF51 shares37.84%2026-03-312026-04-22

GLDM WORLD GOLD TR21 shares-94.57%2026-03-312026-04-22

TMSL T ROWE PRICE ETF INC53 shares152.38%2026-03-312026-04-22

NFLX NETFLIX INC.20 shares0.00%2026-03-312026-04-22

ACGL ARCH CAP GROUP LTD19 shares0.00%2026-03-312026-04-22

RJF RAYMOND JAMES FINL INC12 sharesnew addition2026-03-312026-04-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN11 shares0.00%2026-03-312026-04-22

SPGI S&P GLOBAL INC4 shares0.00%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC15 shares-34.78%2026-03-312026-04-22

FLRN SPDR SERIES TRUST55 shares0.00%2026-03-312026-04-22

PAG PENSKE AUTOMOTIVE GRP INC11 sharesnew addition2026-03-312026-04-22

HTRB HARTFORD FDS EXCHANGE TRADED48 shares-50.00%2026-03-312026-04-22

EOG EOG RES INC11 shares-8.33%2026-03-312026-04-22

EXC EXELON CORP32 shares0.00%2026-03-312026-04-22

Sponsored

REGN REGENERON PHARMACEUTICALS2 shares0.00%2026-03-312026-04-22

VTRS VIATRIS INC114 shares0.00%2026-03-312026-04-22

CLOI VANECK ETF TRUST29 shares-85.28%2026-03-312026-04-22

EFA ISHARES TR15 shares0.00%2026-03-312026-04-22

ROE EA SERIES TRUST41 shares-24.07%2026-03-312026-04-22

AFL AFLAC INC13 shares0.00%2026-03-312026-04-22

CSX CSX CORP34 shares0.00%2026-03-312026-04-22

NBOS NEUBERGER BERMAN ETF TRUST51 shares-87.62%2026-03-312026-04-22

Sponsored

IEX IDEX CORP7 shares0.00%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC5 shares-64.29%2026-03-312026-04-22

JBHT HUNT J B TRANS SVCS INC6 shares0.00%2026-03-312026-04-22

NI NISOURCE INC26 sharesnew addition2026-03-312026-04-22

V VISA INC4 shares0.00%2026-03-312026-04-22

USMV ISHARES TR13 shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO8 shares-42.86%2026-03-312026-04-22

ANGL VANECK ETF TRUST40 shares-86.53%2026-03-312026-04-22

Sponsored

BWA BORGWARNER INC21 shares0.00%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR45 shares0.00%2026-03-312026-04-22

TPR TAPESTRY INC8 shares0.00%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR36 shares0.00%2026-03-312026-04-22

CINF CINCINNATI FINL CORP7 sharesnew addition2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC4 shares-42.86%2026-03-312026-04-22

CNP CENTERPOINT ENERGY INC24 shares0.00%2026-03-312026-04-22

MTB M & T BK CORP5 sharesnew addition2026-03-312026-04-22

Sponsored

SCHW SCHWAB CHARLES CORP11 sharesnew addition2026-03-312026-04-22

CERY SPDR SERIES TRUST29 shares480.00%2026-03-312026-04-22

SPSM SPDR SERIES TRUST21 sharesnew addition2026-03-312026-04-22

MA MASTERCARD INCORPORATED2 shares0.00%2026-03-312026-04-22

FTNT FORTINET INC12 shares0.00%2026-03-312026-04-22

LQD ISHARES TR9 shares0.00%2026-03-312026-04-22

CARY ANGEL OAK FUNDS TRUST47 shares0.00%2026-03-312026-04-22

GPC GENUINE PARTS CO9 shares0.00%2026-03-312026-04-22

Sponsored

CENCORA INC CENCORA INC3 sharesnew addition2026-03-312026-04-22

INTC INTEL CORP21 shares0.00%2026-03-312026-04-22

TRMB TRIMBLE INC14 sharesnew addition2026-03-312026-04-22

HON HONEYWELL INTL INC4 shares0.00%2026-03-312026-04-22

NG NOVAGOLD RESOURCES INC100 shares0.00%2026-03-312026-04-22

MLI MUELLER INDS INC8 sharesnew addition2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN15 shares0.00%2026-03-312026-04-22

SPMD SPDR SERIES TRUST14 sharesnew addition2026-03-312026-04-22

Sponsored

IVLU ISHARES TR19 shares0.00%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC6 shares-88.24%2026-03-312026-04-22

USB US BANCORP13 shares0.00%2026-03-312026-04-22

AIZ ASSURANT INC3 sharesnew addition2026-03-312026-04-22

NKE NIKE INC12 shares0.00%2026-03-312026-04-22

DBMF LITMAN GREGORY FDS TR21 shares-22.22%2026-03-312026-04-22

GRAYSCALE XRP TR ETF GRAYSCALE XRP TR ETF24 sharesnew addition2026-03-312026-04-22

CVX CHEVRON CORPORATION3 shares-57.14%2026-03-312026-04-22

Sponsored

CRM SALESFORCE INC3 shares-40.00%2026-03-312026-04-22

T AT&T INC19 shares0.00%2026-03-312026-04-22

SPAB SPDR SERIES TRUST21 shares40.00%2026-03-312026-04-22

GEM GOLDMAN SACHS ETF TR11 shares0.00%2026-03-312026-04-22

PHM PULTE GROUP INC4 shares0.00%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR9 shares-78.05%2026-03-312026-04-22

VST VISTRA CORP3 shares0.00%2026-03-312026-04-22

VIGI VANGUARD WHITEHALL FDS5 shares0.00%2026-03-312026-04-22

Sponsored

UBER UBER TECHNOLOGIES INC6 shares0.00%2026-03-312026-04-22

SCHH SCHWAB STRATEGIC TR19 shares72.73%2026-03-312026-04-22

PFE PFIZER INC14 shares0.00%2026-03-312026-04-22

GWX SPDR INDEX SHS FDS9 shares28.57%2026-03-312026-04-22

A AGILENT TECHNOLOGIES INC3 shares0.00%2026-03-312026-04-22

PCY INVESCO EXCH TRADED FD TR II16 shares0.00%2026-03-312026-04-22

REET ISHARES TR13 shares44.44%2026-03-312026-04-22

SNOW SNOWFLAKE INC2 shares0.00%2026-03-312026-04-22

Sponsored

NLOP NET LEASE OFFICE PROPERTIES23 sharesnew addition2026-03-312026-04-22

VB VANGUARD INDEX FDS1 shares0.00%2026-03-312026-04-22

EMGF ISHARES INC4 shares0.00%2026-03-312026-04-22

TFI SPDR SERIES TRUST5 shares0.00%2026-03-312026-04-22

SLYV SPDR SERIES TRUST2 shares0.00%2026-03-312026-04-22

EFAV ISHARES TR2 shares0.00%2026-03-312026-04-22

FDLO FIDELITY COVINGTON TRUST2 shares0.00%2026-03-312026-04-22

RGR STURM RUGER & CO INC3 shares0.00%2026-03-312026-04-22

Sponsored

IJK ISHARES TR1 shares0.00%2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC1 shares0.00%2026-03-312026-04-22

AI C3 AI INC7 shares0.00%2026-03-312026-04-22

CLF CLEVELAND-CLIFFS INC NEW1 shares0.00%2026-03-312026-04-22

CLNE CLEAN ENERGY FUELS CORP2 shares0.00%2026-03-312026-04-22

AVLC

AMERICAN CENTY ETF TR

1.46%

Shares242.7K

Event2026-03-31

Filed2026-04-22

AVMC

AMERICAN CENTY ETF TR

3.54%

Shares178.3K

Event2026-03-31

Filed2026-04-22

AVIG

AMERICAN CENTY ETF TR

4.52%

Shares265.7K

Event2026-03-31

Filed2026-04-22

AVLV

AMERICAN CENTY ETF TR

2.22%

Shares100.7K

Event2026-03-31

Filed2026-04-22

QGRO

AMERICAN CENTY ETF TR

2.34%

Shares76.8K

Event2026-03-31

Filed2026-04-22

FLV

AMERICAN CENTY ETF TR

3.42%

Shares100.3K

Event2026-03-31

Filed2026-04-22

FDG

AMERICAN CENTY ETF TR

2.93%

Shares38.3K

Event2026-03-31

Filed2026-04-22

AVDE

AMERICAN CENTY ETF TR

9.14%

Shares44.0K

Event2026-03-31

Filed2026-04-22

AVSC

AMERICAN CENTY ETF TR

1.11%

Shares58.6K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-12.85%

Shares5.5K

Event2026-03-31

Filed2026-04-22

QINT

AMERICAN CENTY ETF TR

8.16%

Shares49.0K

Event2026-03-31

Filed2026-04-22

AVSF

AMERICAN CENTY ETF TR

4.02%

Shares68.3K

Event2026-03-31

Filed2026-04-22

KORP

AMERICAN CENTY ETF TR

5.32%

Shares67.7K

Event2026-03-31

Filed2026-04-22

AVRE

AMERICAN CENTY ETF TR

4.69%

Shares68.6K

Event2026-03-31

Filed2026-04-22

STERLING CAP FDS

New

Shares115.0K

Event2026-03-31

Filed2026-04-22

GSEP

FIRST TR EXCHNG TRADED FD VI

-0.96%

Shares71.6K

Event2026-03-31

Filed2026-04-22

OCTW

AIM ETF PRODUCTS TRUST

-2.12%

Shares62.4K

Event2026-03-31

Filed2026-04-22

AVXC

AMERICAN CENTY ETF TR

14.32%

Shares35.0K

Event2026-03-31

Filed2026-04-22

DECU

AIM ETF PRODUCTS TRUST

-1.08%

Shares86.8K

Event2026-03-31

Filed2026-04-22

JANW

AIM ETF PRODUCTS TRUST

-1.22%

Shares62.0K

Event2026-03-31

Filed2026-04-22

AHYB

AMERICAN CENTY ETF TR

6.05%

Shares49.0K

Event2026-03-31

Filed2026-04-22

SEPW

AIM ETF PRODUCTS TRUST

-1.42%

Shares66.9K

Event2026-03-31

Filed2026-04-22

AVDV

AMERICAN CENTY ETF TR

2.40%

Shares19.8K

Event2026-03-31

Filed2026-04-22

DECW

AIM ETF PRODUCTS TRUST

-1.14%

Shares53.2K

Event2026-03-31

Filed2026-04-22

SBAR

SIMPLIFY EXCHANGE TRADED FUN

30.15%

Shares69.7K

Event2026-03-31

Filed2026-04-22

CTA

SIMPLIFY EXCHANGE TRADED FUN

16.89%

Shares40.5K

Event2026-03-31

Filed2026-04-22

BUCK

SIMPLIFY EXCHANGE TRADED FUN

22.48%

Shares50.5K

Event2026-03-31

Filed2026-04-22

JULU

AIM ETF PRODUCTS TRUST

0.04%

Shares33.0K

Event2026-03-31

Filed2026-04-22

FOXY

SIMPLIFY EXCHANGE TRADED FUN

73.51%

Shares30.1K

Event2026-03-31

Filed2026-04-22

SIXO

AIM ETF PRODUCTS TRUST

-3.21%

Shares25.8K

Event2026-03-31

Filed2026-04-22

AGGH

SIMPLIFY EXCHANGE TRADED FUN

29.35%

Shares42.0K

Event2026-03-31

Filed2026-04-22

IWY

ISHARES TR

-4.16%

Shares3.3K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

-7.69%

Shares10.0K

Event2026-03-31

Filed2026-04-22

BILZ

PIMCO ETF TR

-42.20%

Shares6.1K

Event2026-03-31

Filed2026-04-22

IDEV

ISHARES TR

-11.93%

Shares7.3K

Event2026-03-31

Filed2026-04-22

QBER

ELEVATION SERIES TRUST

-60.05%

Shares23.3K

Event2026-03-31

Filed2026-04-22

SVOL

SIMPLIFY EXCHANGE TRADED FUN

20.62%

Shares36.1K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

13.25%

Shares1.5K

Event2026-03-31

Filed2026-04-22

IWX

ISHARES TR

-6.19%

Shares5.8K

Event2026-03-31

Filed2026-04-22

AGEM

ABRDN FDS

-11.70%

Shares12.1K

Event2026-03-31

Filed2026-04-22

ONEZ

ELEVATION SERIES TRUST

-0.85%

Shares18.9K

Event2026-03-31

Filed2026-04-22

ELEVATION SERIES TRUST

-0.53%

Shares11.2K

Event2026-03-31

Filed2026-04-22

OCTZ

ELEVATION SERIES TRUST

2002.30%

Shares9.1K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

-7.13%

Shares4.8K

Event2026-03-31

Filed2026-04-22

GAEM

SIMPLIFY EXCHANGE TRADED FUN

21.23%

Shares11.2K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

-9.05%

Shares3.9K

Event2026-03-31

Filed2026-04-22

SEPZ

ELEVATION SERIES TRUST

-2.32%

Shares6.9K

Event2026-03-31

Filed2026-04-22

IWS

ISHARES TR

-5.09%

Shares1.8K

Event2026-03-31

Filed2026-04-22

BANK NEW YORK MELLON CORP

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

EFG

ISHARES TR

-10.42%

Shares2.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

20.61%

Shares1.4K

Event2026-03-31

Filed2026-04-22

ELEVATION SERIES TRUST

New

Shares10.6K

Event2026-03-31

Filed2026-04-22

SCEC

CAPITOL SER TR

-3.05%

Shares9.2K

Event2026-03-31

Filed2026-04-22

DECZ

ELEVATION SERIES TRUST

-2.50%

Shares5.7K

Event2026-03-31

Filed2026-04-22

AUGZ

ELEVATION SERIES TRUST

New

Shares5.4K

Event2026-03-31

Filed2026-04-22

ATI

ATI INC

29.44%

Shares1.5K

Event2026-03-31

Filed2026-04-22

FLJJ

AIM ETF PRODUCTS TRUST

New

Shares6.1K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

6633.33%

Shares202

Event2026-03-31

Filed2026-04-22

TUA

SIMPLIFY EXCHANGE TRADED FUN

-11.16%

Shares8.8K

Event2026-03-31

Filed2026-04-22

IAUM

ISHARES GOLD TR

-5.15%

Shares3.9K

Event2026-03-31

Filed2026-04-22

SEPU

AIM ETF PRODUCTS TRUST

New

Shares6.4K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

-8.56%

Shares267

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

0.40%

Shares250

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.92%

Shares539

Event2026-03-31

Filed2026-04-22

VTWO

VANGUARD SCOTTSDALE FDS

-3.27%

Shares1.4K

Event2026-03-31

Filed2026-04-22

CROWN CASTLE INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-22

IJR

ISHARES TR

209.06%

Shares1.0K

Event2026-03-31

Filed2026-04-22

SHV

ISHARES TR

631.58%

Shares1.1K

Event2026-03-31

Filed2026-04-22

JULW

AIM ETF PRODUCTS TRUST

-8.25%

Shares3.0K

Event2026-03-31

Filed2026-04-22

INGERSOLL RAND INC

-19.09%

Shares1.3K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

-34.62%

Shares1.0K

Event2026-03-31

Filed2026-04-22

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares491

Event2026-03-31

Filed2026-04-22

AIQ

GLOBAL X FDS

-18.91%

Shares2.0K

Event2026-03-31

Filed2026-04-22

MAGA

ETF SER SOLUTIONS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

STERLING CAP FDS

New

Shares3.9K

Event2026-03-31

Filed2026-04-22

MORGAN STANLEY

3814.29%

Shares548

Event2026-03-31

Filed2026-04-22

ALL

ALLSTATE CORP

New

Shares428

Event2026-03-31

Filed2026-04-22

TLT

ISHARES TR

3.65%

Shares966

Event2026-03-31

Filed2026-04-22

IWP

ISHARES TR

22.24%

Shares599

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-1.89%

Shares364

Event2026-03-31

Filed2026-04-22

DECT

AIM ETF PRODUCTS TRUST

-0.09%

Shares2.1K

Event2026-03-31

Filed2026-04-22

STERLING CAP FDS

New

Shares2.9K

Event2026-03-31

Filed2026-04-22

SCHV

SCHWAB STRATEGIC TR

New

Shares2.3K

Event2026-03-31

Filed2026-04-22

SEPT

AIM ETF PRODUCTS TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SHW

SHERWIN WILLIAMS CO

11.80%

Shares199

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

-23.61%

Shares330

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

65.87%

Shares622

Event2026-03-31

Filed2026-04-22

INVESCO EXCH TRADED FD TR II

New

Shares767

Event2026-03-31

Filed2026-04-22

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares1.0K

Event2026-03-31

Filed2026-04-22

SPMO

INVESCO EXCH TRADED FD TR II

New

Shares431

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-0.73%

Shares272

Event2026-03-31

Filed2026-04-22

IMCG

ISHARES TR

0.51%

Shares592

Event2026-03-31

Filed2026-04-22

COF

CAPITAL ONE FINL CORP

New

Shares254

Event2026-03-31

Filed2026-04-22

FIRSTENERGY CORP

0.00%

Shares904

Event2026-03-31

Filed2026-04-22

HWM

HOWMET AEROSPACE INC

0.00%

Shares191

Event2026-03-31

Filed2026-04-22

SPHQ

INVESCO EXCHANGE TRADED FD T

New

Shares570

Event2026-03-31

Filed2026-04-22

XLE

SELECT SECTOR SPDR TR

190.42%

Shares697

Event2026-03-31

Filed2026-04-22

ZSEP

INNOVATOR ETFS TRUST

-5.30%

Shares1.6K

Event2026-03-31

Filed2026-04-22

RTX

RTX CORPORATION

New

Shares208

Event2026-03-31

Filed2026-04-22

BOEING CO

0.00%

Shares200

Event2026-03-31

Filed2026-04-22

SCHC

SCHWAB STRATEGIC TR

New

Shares835

Event2026-03-31

Filed2026-04-22

BIL

SPDR SERIES TRUST

New

Shares412

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

0.00%

Shares172

Event2026-03-31

Filed2026-04-22

FNDF

SCHWAB STRATEGIC TR

New

Shares767

Event2026-03-31

Filed2026-04-22

GLD

SPDR GOLD TR

1.18%

Shares86

Event2026-03-31

Filed2026-04-22

ELEVATION SERIES TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

35.01%

Shares644

Event2026-03-31

Filed2026-04-22

YUM

YUM BRANDS INC

2857.14%

Shares207

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

2857.14%

Shares207

Event2026-03-31

Filed2026-04-22

APOC

INNOVATOR ETFS TRUST

37.19%

Shares1.2K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

54.10%

Shares94

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.00%

Shares68

Event2026-03-31

Filed2026-04-22

MINT

PIMCO ETF TR

-27.82%

Shares275

Event2026-03-31

Filed2026-04-22

AIOO

AIM ETF PRODUCTS TRUST

-2.89%

Shares1.1K

Event2026-03-31

Filed2026-04-22

ITOT

ISHARES TR

-23.67%

Shares187

Event2026-03-31

Filed2026-04-22

ICSH

ISHARES TR

-1.51%

Shares522

Event2026-03-31

Filed2026-04-22

BROADCOM INC

546.15%

Shares84

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

276.40%

Shares335

Event2026-03-31

Filed2026-04-22

XBIL

RBB FD INC

0.00%

Shares512

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-11.92%

Shares377

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO ETF TR

-25.66%

Shares959

Event2026-03-31

Filed2026-04-22

MCD

MCDONALDS CORP

70.21%

Shares80

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

69.86%

Shares124

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

New

Shares100

Event2026-03-31

Filed2026-04-22

WPC

WP CAREY INC

New

Shares355

Event2026-03-31

Filed2026-04-22

LOW

LOWES COS INC

New

Shares100

Event2026-03-31

Filed2026-04-22

IXUS

ISHARES TR

-9.06%

Shares271

Event2026-03-31

Filed2026-04-22

SIXZ

AIM ETF PRODUCTS TRUST

0.00%

Shares802

Event2026-03-31

Filed2026-04-22

ZNOV

INNOVATOR ETFS TRUST

-2.29%

Shares853

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

924.32%

Shares379

Event2026-03-31

Filed2026-04-22

SPD

SIMPLIFY EXCHANGE TRADED FUN

-10.94%

Shares619

Event2026-03-31

Filed2026-04-22

PRMB

PRIMO BRANDS CORPORATION

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-22

IVE

ISHARES TR

37.66%

Shares106

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

309.09%

Shares90

Event2026-03-31

Filed2026-04-22

PPG

PPG INDS INC

5000.00%

Shares204

Event2026-03-31

Filed2026-04-22

ELEVATION SERIES TRUST

New

Shares898

Event2026-03-31

Filed2026-04-22

SPTL

SPDR SERIES TRUST

6.81%

Shares816

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

0.00%

Shares57

Event2026-03-31

Filed2026-04-22

PLTR

PALANTIR TECHNOLOGIES INC

131.58%

Shares132

Event2026-03-31

Filed2026-04-22

VIG

VANGUARD SPECIALIZED FUNDS

383.33%

Shares87

Event2026-03-31

Filed2026-04-22

CORO

BLACKROCK ETF TRUST

New

Shares573

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-71.13%

Shares28

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

0.00%

Shares312

Event2026-03-31

Filed2026-04-22

SPYC

SIMPLIFY EXCHANGE TRADED FUN

-7.55%

Shares453

Event2026-03-31

Filed2026-04-22

FGD

FIRST TR EXCHANGE-TRADED FD

-25.73%

Shares557

Event2026-03-31

Filed2026-04-22

SPYG

SPDR SERIES TRUST

-79.68%

Shares180

Event2026-03-31

Filed2026-04-22

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares188

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

1.32%

Shares154

Event2026-03-31

Filed2026-04-22

TSM

TAIWAN SEMICONDUCTOR MANUFAC

920.00%

Shares51

Event2026-03-31

Filed2026-04-22

BIV

VANGUARD BD INDEX FDS

0.00%

Shares223

Event2026-03-31

Filed2026-04-22

WDIV

SPDR INDEX SHS FDS

-23.37%

Shares223

Event2026-03-31

Filed2026-04-22

PIMCO ETF TR

New

Shares363

Event2026-03-31

Filed2026-04-22

COLGATE PALMOLIVE CO

New

Shares200

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-7.82%

Shares660

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-8.11%

Shares68

Event2026-03-31

Filed2026-04-22

FDN

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares69

Event2026-03-31

Filed2026-04-22

SPUC

SIMPLIFY EXCHANGE TRADED FUN

-6.91%

Shares364

Event2026-03-31

Filed2026-04-22

LTPZ

PIMCO ETF TR

-18.23%

Shares305

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

300.00%

Shares52

Event2026-03-31

Filed2026-04-22

VTEB

VANGUARD MUN BD FDS

0.00%

Shares304

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.00%

Shares47

Event2026-03-31

Filed2026-04-22

SPYV

SPDR SERIES TRUST

0.00%

Shares263

Event2026-03-31

Filed2026-04-22

TXN

TEXAS INSTRS INC

375.00%

Shares76

Event2026-03-31

Filed2026-04-22

ZROZ

PIMCO ETF TR

-27.42%

Shares225

Event2026-03-31

Filed2026-04-22

VNQ

VANGUARD INDEX FDS

-25.12%

Shares158

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

-2.50%

Shares195

Event2026-03-31

Filed2026-04-22

TJUL

INNOVATOR ETFS TRUST

-6.05%

Shares466

Event2026-03-31

Filed2026-04-22

FIXD

FIRST TR EXCHNG TRADED FD VI

New

Shares309

Event2026-03-31

Filed2026-04-22

TJX

TJX COS INC NEW

663.64%

Shares84

Event2026-03-31

Filed2026-04-22

LINDE PLC

New

Shares27

Event2026-03-31

Filed2026-04-22

ADI

ANALOG DEVICES INC

1300.00%

Shares42

Event2026-03-31

Filed2026-04-22

QBUL

ELEVATION SERIES TRUST

101.07%

Shares565

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

0.00%

Shares64

Event2026-03-31

Filed2026-04-22

SCZ

ISHARES TR

40.68%

Shares166

Event2026-03-31

Filed2026-04-22

LGLV

SPDR SERIES TRUST

New

Shares72

Event2026-03-31

Filed2026-04-22

NLR

VANECK ETF TRUST

0.00%

Shares95

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares195

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

833.33%

Shares56

Event2026-03-31

Filed2026-04-22

FBCG

FIDELITY COVINGTON TRUST

0.00%

Shares241

Event2026-03-31

Filed2026-04-22

PLD

PROLOGIS INC.

2175.00%

Shares91

Event2026-03-31

Filed2026-04-22

EATON CORP PLC

New

Shares33

Event2026-03-31

Filed2026-04-22

VGSH

VANGUARD SCOTTSDALE FDS

-88.09%

Shares201

Event2026-03-31

Filed2026-04-22

VGLT

VANGUARD SCOTTSDALE FDS

-0.96%

Shares207

Event2026-03-31

Filed2026-04-22

BARRICK MNG CORP

0.00%

Shares280

Event2026-03-31

Filed2026-04-22

COP

CONOCOPHILLIPS

0.00%

Shares86

Event2026-03-31

Filed2026-04-22

SCHZ

SCHWAB STRATEGIC TR

New

Shares478

Event2026-03-31

Filed2026-04-22

TRANE TECHNOLOGIES PLC

550.00%

Shares26

Event2026-03-31

Filed2026-04-22

BLACKROCK INC

1000.00%

Shares11

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVICES INC

64.52%

Shares51

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

New

Shares162

Event2026-03-31

Filed2026-04-22

NEE

NEXTERA ENERGY INC

738.46%

Shares109

Event2026-03-31

Filed2026-04-22

ALPHABET INC

9.68%

Shares34

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-98.04%

Shares92

Event2026-03-31

Filed2026-04-22

XMMO

INVESCO EXCHANGE TRADED FD T

New

Shares67

Event2026-03-31

Filed2026-04-22

TYA

SIMPLIFY EXCHANGE TRADED FUN

-68.93%

Shares740

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

0.00%

Shares100

Event2026-03-31

Filed2026-04-22

UNP

UNION PAC CORP

New

Shares39

Event2026-03-31

Filed2026-04-22

SLV

ISHARES SILVER TR

0.00%

Shares138

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

703.92%

Shares410

Event2026-03-31

Filed2026-04-22

COCA COLA CO

838.46%

Shares122

Event2026-03-31

Filed2026-04-22

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares169

Event2026-03-31

Filed2026-04-22

AXP

AMERICAN EXPRESS CO

New

Shares30

Event2026-03-31

Filed2026-04-22

HYS

PIMCO ETF TR

-27.61%

Shares97

Event2026-03-31

Filed2026-04-22

XLK

SELECT SECTOR SPDR TR

0.00%

Shares68

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

-34.31%

Shares358

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

New

Shares60

Event2026-03-31

Filed2026-04-22

MICRON TECHNOLOGY INC

316.67%

Shares25

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

37.93%

Shares40

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

0.81%

Shares249

Event2026-03-31

Filed2026-04-22

SCHP

SCHWAB STRATEGIC TR

7500.00%

Shares304

Event2026-03-31

Filed2026-04-22

WFC

WELLS FARGO & CO

New

Shares100

Event2026-03-31

Filed2026-04-22

CHUBB LTD SWITZ

360.00%

Shares23

Event2026-03-31

Filed2026-04-22