Sponsored

The Analysis of New Republic Capital, LLC's Holdings & P&L

Currently, New Republic Capital, LLC holds 312 types of securities in its portfolio with a total value $296.7M. In the most recent quarter, they have increased their positions in QLTY (+93.7K shares, valued at $3.4M), IWV (+5.2K shares, valued at $1.9M), RAAX (+41.3K shares, valued at $1.7M); decreased their positions in NVDA (-31.1K shares, valued at $5.4M), AAPL (-18.9K shares, valued at $4.8M), N/A (-16.4K shares, valued at $4.7M); initiated new positions in ITW (+2.8K shares, valued at $726.6K), CSL (+1.9K shares, valued at $622.2K), N/A (+2.7K shares, valued at $537.0K).

1M P&L

+8.6M+2.98%

3M P&L

+4.2M+1.42%

HY P&L

+20.1M+7.26%

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/A109.6M

42.0%

2Capital Markets18.5M

7.1%

3Banks - Diversified14.1M

5.4%

Top Industries by Stock Count

1N/A132 stocks

46.3%

2Banks - Diversified10 stocks

3.5%

3Software - Application8 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

QLTY GMO ETF TRUST505.0K shares22.77%2026-03-312026-05-01

MS MORGAN STANLEY104.0K shares-0.25%2026-03-312026-05-01

AAPL APPLE INC42.2K shares-30.91%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO35.8K shares10.36%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL16.5K shares-24.24%2026-03-312026-05-01

NVDA NVIDIA CORPORATION42.9K shares-42.06%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T11.3K shares3.10%2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD161.6K shares17.89%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC24.5K shares-40.00%2026-03-312026-05-01

DMBS DOUBLELINE ETF TRUST138.9K shares25.98%2026-03-312026-05-01

MSFT MICROSOFT CORP17.8K shares-38.37%2026-03-312026-05-01

IWV ISHARES TR17.4K shares42.17%2026-03-312026-05-01

EWJ ISHARES INC69.7K shares22.30%2026-03-312026-05-01

NSC NORFOLK SOUTHN CORP20.2K shares7.80%2026-03-312026-05-01

EFA ISHARES TR57.6K shares40.77%2026-03-312026-05-01

MA MASTERCARD INCORPORATED8.8K shares-12.13%2026-03-312026-05-01

Sponsored

AMZN AMAZON COM INC19.9K shares-38.53%2026-03-312026-05-01

ALPHABET INC ALPHABET INC13.5K shares-34.26%2026-03-312026-05-01

NFLX NETFLIX INC.37.4K shares-13.61%2026-03-312026-05-01

RAAX VANECK ETF TRUST85.2K shares93.85%2026-03-312026-05-01

BROADCOM INC BROADCOM INC11.0K shares-34.03%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR37.2K shares26.36%2026-03-312026-05-01

VTI VANGUARD INDEX FDS9.9K shares-2.67%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC18.9K shares-21.22%2026-03-312026-05-01

Sponsored

VXUS VANGUARD STAR FDS39.5K shares-3.84%2026-03-312026-05-01

IVV ISHARES TR4.2K shares2.60%2026-03-312026-05-01

ILOW AB ACTIVE ETFS INC61.8K shares0.00%2026-03-312026-05-01

META META PLATFORMS INC4.4K shares-40.54%2026-03-312026-05-01

UBER UBER TECHNOLOGIES INC30.8K shares-7.58%2026-03-312026-05-01

MLM MARTIN MARIETTA MATLS INC3.6K shares-3.13%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON8.4K shares-21.58%2026-03-312026-05-01

V VISA INC5.7K shares-20.72%2026-03-312026-05-01

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares-12.31%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS26.4K shares-19.17%2026-03-312026-05-01

IEFA ISHARES TR18.2K shares4.59%2026-03-312026-05-01

TSLA TESLA INC4.2K shares-46.01%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC4.6K shares-34.12%2026-03-312026-05-01

VUG VANGUARD INDEX FDS3.5K shares-4.52%2026-03-312026-05-01

LLY ELI LILLY & CO1.6K shares-40.12%2026-03-312026-05-01

EEM ISHARES TR26.5K shares16.74%2026-03-312026-05-01

Sponsored

CAT CATERPILLAR INC2.1K shares-35.73%2026-03-312026-05-01

ABBV ABBVIE INC6.7K shares4.78%2026-03-312026-05-01

IJR ISHARES TR11.3K shares-2.95%2026-03-312026-05-01

XOM EXXON MOBIL CORP8.2K shares-36.99%2026-03-312026-05-01

WMT WALMART INC10.7K shares-40.15%2026-03-312026-05-01

VYMI VANGUARD WHITEHALL FDS13.3K shares-1.81%2026-03-312026-05-01

QUAL ISHARES TR6.5K shares-2.09%2026-03-312026-05-01

IEMG ISHARES INC17.9K shares-7.43%2026-03-312026-05-01

Sponsored

GE AEROSPACE GE AEROSPACE4.3K shares-15.51%2026-03-312026-05-01

CVX CHEVRON CORPORATION5.4K shares-19.16%2026-03-312026-05-01

PG PROCTER & GAMBLE CO7.6K shares-15.20%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC8.7K shares-29.52%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS7.2K shares-6.56%2026-03-312026-05-01

ASML ASML HLDG NV789 shares-44.16%2026-03-312026-05-01

PDBC INVESCO ACTVELY MNGD ETC FD58.7K shares-31.71%2026-03-312026-05-01

CSX CSX CORP23.9K shares-6.64%2026-03-312026-05-01

Sponsored

KO COCA COLA CO12.8K shares-27.17%2026-03-312026-05-01

ABT ABBOTT LABORATORIES9.4K shares3.80%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR30.0K shares-11.83%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC1.1K shares-38.92%2026-03-312026-05-01

IJH ISHARES TR12.9K shares5.81%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC4.3K shares-34.88%2026-03-312026-05-01

CSCO CISCO SYS INC11.0K shares-25.35%2026-03-312026-05-01

RTX RTX CORPORATION4.4K shares-29.50%2026-03-312026-05-01

Sponsored

RNR RENAISSANCERE HLDGS LTD2.8K shares-2.97%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION802 shares-33.28%2026-03-312026-05-01

HD HOME DEPOT INC2.4K shares-36.06%2026-03-312026-05-01

IWM ISHARES TR3.2K shares0.09%2026-03-312026-05-01

TJX TJX COS INC NEW4.8K shares-36.64%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP3.6K shares-48.88%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS8.6K shares-38.03%2026-03-312026-05-01

MU MICRON TECHNOLOGY INC2.2K shares-39.57%2026-03-312026-05-01

Sponsored

KLAC KLA CORP506 shares-36.67%2026-03-312026-05-01

ITW ILLINOIS TOOL WKS INC2.8K sharesnew addition2026-03-312026-05-01

IVW ISHARES TR6.2K shares-8.21%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF18.2K shares68.58%2026-03-312026-05-01

IVE ISHARES TR3.3K shares-8.06%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares-31.39%2026-03-312026-05-01

DASH DOORDASH INC4.4K shares-9.70%2026-03-312026-05-01

CMCSA COMCAST CORP NEW23.0K shares8.16%2026-03-312026-05-01

Sponsored

ORCL ORACLE CORP4.5K shares-23.11%2026-03-312026-05-01

VZ VERIZON COMMUNICATIONS INC13.0K shares35.62%2026-03-312026-05-01

SHEL SHELL PLC6.8K shares-34.73%2026-03-312026-05-01

CSL CARLISLE COS INC1.9K sharesnew addition2026-03-312026-05-01

UNH UNITEDHEALTH GROUP INC2.3K shares-39.21%2026-03-312026-05-01

TXN TEXAS INSTRS INC3.2K shares-22.52%2026-03-312026-05-01

TMO THERMO FISHER SCIENTIFIC INC1.3K shares-39.26%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS2.5K shares-16.39%2026-03-312026-05-01

Sponsored

IWD ISHARES TR2.9K shares-41.08%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F11.3K shares0.00%2026-03-312026-05-01

WFC WELLS FARGO & CO7.6K shares-39.88%2026-03-312026-05-01

MGC VANGUARD WORLD FD2.5K shares0.00%2026-03-312026-05-01

VTV VANGUARD INDEX FDS3.0K shares0.27%2026-03-312026-05-01

BAC BANK AMERICA CORP11.9K shares-48.74%2026-03-312026-05-01

HSBC HSBC HLDGS PLC7.0K shares-38.29%2026-03-312026-05-01

ADI ANALOG DEVICES INC1.8K shares-11.67%2026-03-312026-05-01

Sponsored

ADSK AUTODESK INC2.4K shares209.69%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC3.9K shares-44.18%2026-03-312026-05-01

IDV ISHARES TR13.3K shares-5.12%2026-03-312026-05-01

NEE NEXTERA ENERGY INC6.0K shares-19.03%2026-03-312026-05-01

PEP PEPSICO INC3.6K shares-24.15%2026-03-312026-05-01

MCD MCDONALDS CORP1.8K shares-37.41%2026-03-312026-05-01

EMXC ISHARES INC6.9K shares-3.07%2026-03-312026-05-01

CRM SALESFORCE INC2.9K shares-36.01%2026-03-312026-05-01

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC2.7K sharesnew addition2026-03-312026-05-01

PJAN INNOVATOR ETFS TRUST11.6K shares0.00%2026-03-312026-05-01

NVS NOVARTIS AG3.5K shares-37.89%2026-03-312026-05-01

PFEB INNOVATOR ETFS TRUST13.2K shares0.00%2026-03-312026-05-01

GBTC GRAYSCALE BITCOIN TRUST ETF10.0K shares0.00%2026-03-312026-05-01

GEV GE VERNOVA INC604 shares-39.36%2026-03-312026-05-01

SO SOUTHERN CO5.3K shares-10.36%2026-03-312026-05-01

AMAT APPLIED MATLS INC1.5K shares-10.00%2026-03-312026-05-01

Sponsored

USMV ISHARES TR5.2K shares0.16%2026-03-312026-05-01

GLW CORNING INC3.5K shares-8.05%2026-03-312026-05-01

SAP SAP SE2.8K shares-36.38%2026-03-312026-05-01

PWR QUANTA SVCS INC851 shares-25.22%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP768 shares-31.67%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR3.4K shares-23.71%2026-03-312026-05-01

SPGI S&P GLOBAL INC1.1K shares-20.99%2026-03-312026-05-01

KMI KINDER MORGAN INC DEL13.3K shares62.46%2026-03-312026-05-01

Sponsored

DIS DISNEY WALT CO4.6K shares-25.25%2026-03-312026-05-01

HCA HCA HEALTHCARE INC934 shares-24.19%2026-03-312026-05-01

APH AMPHENOL CORP3.5K shares-51.44%2026-03-312026-05-01

USB US BANCORP8.3K shares-1.76%2026-03-312026-05-01

PFE PFIZER INC15.6K shares19.19%2026-03-312026-05-01

IWF ISHARES TR1.0K shares-40.58%2026-03-312026-05-01

IUSB ISHARES TR9.3K shares2.20%2026-03-312026-05-01

D DOMINION ENERGY INC6.9K shares21.89%2026-03-312026-05-01

Sponsored

AMGN AMGEN INC1.2K shares-43.49%2026-03-312026-05-01

IWB ISHARES TR1.2K shares0.00%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS3.8K shares0.00%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC900 shares-40.20%2026-03-312026-05-01

WMB WILLIAMS COS INC5.7K shares-7.85%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO1.4K shares-36.01%2026-03-312026-05-01

ACWI ISHARES TR2.9K shares-1.04%2026-03-312026-05-01

LINDE PLC LINDE PLC819 shares-24.52%2026-03-312026-05-01

Sponsored

SAN BANCO SANTANDER SA35.8K shares-34.69%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC417 shares-18.07%2026-03-312026-05-01

BF.A BROWN FORMAN CORP14.8K shares-3.77%2026-03-312026-05-01

UPS UNITED PARCEL SVCS INC4.0K sharesnew addition2026-03-312026-05-01

IJS ISHARES TR3.3K shares0.18%2026-03-312026-05-01

T AT&T INC13.4K shares-30.38%2026-03-312026-05-01

DYNF BLACKROCK ETF TRUST6.6K shares-19.13%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR667 shares19.96%2026-03-312026-05-01

Sponsored

SCHW SCHWAB CHARLES CORP4.1K shares-20.29%2026-03-312026-05-01

WELL WELLTOWER INC1.9K shares-11.68%2026-03-312026-05-01

GLD SPDR GOLD TR885 shares-22.23%2026-03-312026-05-01

MCO MOODYS CORP871 shares-2.02%2026-03-312026-05-01

GILD GILEAD SCIENCES INC2.7K shares-31.54%2026-03-312026-05-01

KSS KOHLS CORP29.0K shares-1.29%2026-03-312026-05-01

CL COLGATE PALMOLIVE CO4.4K sharesnew addition2026-03-312026-05-01

UNILEVER PLC UNILEVER PLC6.6K shares-35.61%2026-03-312026-05-01

Sponsored

SCHB SCHWAB STRATEGIC TR14.8K shares0.00%2026-03-312026-05-01

ASO ACADEMY SPORTS & OUTDOORS IN6.5K shares-0.95%2026-03-312026-05-01

VTHR VANGUARD SCOTTSDALE FDS1.2K shares0.32%2026-03-312026-05-01

SMFG SUMITOMO MITSUI FIN GRP INC18.0K shares-37.30%2026-03-312026-05-01

HON HONEYWELL INTL INC1.6K shares-25.75%2026-03-312026-05-01

VIG VANGUARD SPECIALIZED FUNDS1.6K shares0.06%2026-03-312026-05-01

LOW LOWES COS INC1.5K shares-29.15%2026-03-312026-05-01

SBUX STARBUCKS CORP3.9K shares-13.10%2026-03-312026-05-01

Sponsored

ET ENERGY TRANSFER L P18.0K shares0.19%2026-03-312026-05-01

EATON CORP PLC EATON CORP PLC971 shares-37.99%2026-03-312026-05-01

ADBE ADOBE INC1.4K shares27.03%2026-03-312026-05-01

TM TOYOTA MOTOR CORP1.6K shares-42.83%2026-03-312026-05-01

INTC INTEL CORP7.6K shares-41.66%2026-03-312026-05-01

VB VANGUARD INDEX FDS1.3K shares0.31%2026-03-312026-05-01

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC3.9K sharesnew addition2026-03-312026-05-01

PGR PROGRESSIVE CORP1.7K shares-26.41%2026-03-312026-05-01

Sponsored

AOA ISHARES TR3.7K shares4.30%2026-03-312026-05-01

COP CONOCOPHILLIPS2.4K shares-19.93%2026-03-312026-05-01

BBVA BANCO BILBAO VIZCAYA ARGENTA14.8K shares-36.10%2026-03-312026-05-01

MDLZ MONDELEZ INTL INC5.5K shares29.92%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR2.1K shares-12.03%2026-03-312026-05-01

PH PARKER-HANNIFIN CORP351 shares-21.83%2026-03-312026-05-01

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP909 shares-8.92%2026-03-312026-05-01

MTDR MATADOR RES CO4.9K shares-2.34%2026-03-312026-05-01

Sponsored

EFV ISHARES TR4.1K shares-9.60%2026-03-312026-05-01

VEU VANGUARD INTL EQUITY INDEX F4.1K shares0.12%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-55.18%2026-03-312026-05-01

PANW PALO ALTO NETWORKS INC1.9K shares35.57%2026-03-312026-05-01

QCOM QUALCOMM INC2.4K shares-22.54%2026-03-312026-05-01

BHP BHP BILLITON LIMITED4.2K shares-44.69%2026-03-312026-05-01

INTU INTUIT692 shares-31.89%2026-03-312026-05-01

ALC ALCON AG3.9K shares-6.68%2026-03-312026-05-01

Sponsored

SYK STRYKER CORPORATION898 shares-27.17%2026-03-312026-05-01

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY3.7K shares19.26%2026-03-312026-05-01

EQIX EQUINIX INC296 shares-1.33%2026-03-312026-05-01

TOTALENERGIES SE TOTALENERGIES SE3.1K shares-43.36%2026-03-312026-05-01

UNP UNION PAC CORP1.2K shares-28.09%2026-03-312026-05-01

NOW SERVICENOW INC2.7K shares-21.20%2026-03-312026-05-01

SPG SIMON PPTY GROUP INC NEW1.5K shares-12.83%2026-03-312026-05-01

UBS UBS GROUP AG7.2K shares-36.24%2026-03-312026-05-01

Sponsored

DE DEERE & CO494 shares-37.78%2026-03-312026-05-01

LCNB LCNB CORP17.5K shares0.01%2026-03-312026-05-01

BKNG BOOKING HOLDINGS INC64 shares-45.76%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F1.9K shares137.38%2026-03-312026-05-01

PLD PROLOGIS INC.2.0K shares-23.22%2026-03-312026-05-01

AGG ISHARES TR2.7K shares16.91%2026-03-312026-05-01

IDEV ISHARES TR3.2K shares0.00%2026-03-312026-05-01

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-28.41%2026-03-312026-05-01

Sponsored

EMR EMERSON ELEC CO1.9K shares-5.31%2026-03-312026-05-01

TMUS T-MOBILE US INC1.2K shares-46.08%2026-03-312026-05-01

CITIGROUP INC CITIGROUP INC2.2K shares-44.41%2026-03-312026-05-01

HLT HILTON WORLDWIDE HLDGS INC819 shares-47.37%2026-03-312026-05-01

THE CIGNA GROUP THE CIGNA GROUP911 shares-17.63%2026-03-312026-05-01

DHR DANAHER CORP DEL1.3K shares-27.14%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC4.1K shares-35.35%2026-03-312026-05-01

TSN TYSON FOODS INC3.7K shares-49.85%2026-03-312026-05-01

Sponsored

VRTX VERTEX PHARMACEUTICALS INC532 shares-35.52%2026-03-312026-05-01

FER FERROVIAL SE3.6K sharesnew addition2026-03-312026-05-01

ING ING GROEP N.V.9.0K shares-35.68%2026-03-312026-05-01

BA BOEING CO1.2K shares-44.28%2026-03-312026-05-01

CB CHUBB LTD SWITZ708 shares-44.51%2026-03-312026-05-01

PNC PNC FINL SVCS GROUP INC1.1K shares-6.82%2026-03-312026-05-01

TPR TAPESTRY INC1.6K shares-22.12%2026-03-312026-05-01

KHC KRAFT HEINZ CO10.0K sharesnew addition2026-03-312026-05-01

Sponsored

VGT VANGUARD WORLD FD323 shares0.00%2026-03-312026-05-01

APD AIR PRODUCTS AND CHEMICALS I775 sharesnew addition2026-03-312026-05-01

LHX L3HARRIS TECHNOLOGIES INC653 shares-5.50%2026-03-312026-05-01

BP BP PLC4.8K shares-33.72%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC1.2K sharesnew addition2026-03-312026-05-01

NEM NEWMONT CORP2.0K shares-37.75%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.7K shares0.34%2026-03-312026-05-01

CVS CVS HEALTH CORP3.1K shares5.08%2026-03-312026-05-01

Sponsored

FCX FREEPORT MCMORAN INC3.7K shares-20.08%2026-03-312026-05-01

PSX PHILLIPS 661.2K shares-26.95%2026-03-312026-05-01

RY ROYAL BK CDA1.3K shares-17.65%2026-03-312026-05-01

ORLY OREILLY AUTOMOTIVE INC2.3K shares-46.70%2026-03-312026-05-01

BABA ALIBABA GROUP HLDG LTD1.7K shares6.81%2026-03-312026-05-01

MFG MIZUHO FINANCIAL GROUP INC26.3K shares-38.20%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-41.23%2026-03-312026-05-01

TRV TRAVELERS COMPANIES INC699 shares-32.14%2026-03-312026-05-01

Sponsored

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC566 sharesnew addition2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC2.3K shares-40.04%2026-03-312026-05-01

CTVA CORTEVA INC2.4K shares-29.15%2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN3.4K shares0.00%2026-03-312026-05-01

VTWO VANGUARD SCOTTSDALE FDS2.0K shares0.36%2026-03-312026-05-01

HLN HALEON PLC19.0K shares-43.39%2026-03-312026-05-01

BAI BLACKROCK ETF TRUST5.2K shares4.78%2026-03-312026-05-01

Sponsored

VBR VANGUARD INDEX FDS775 shares0.00%2026-03-312026-05-01

THRO BLACKROCK ETF TRUST4.6K shares3.33%2026-03-312026-05-01

TLH ISHARES TR1.6K shares5.23%2026-03-312026-05-01

EFG ISHARES TR1.5K shares947.48%2026-03-312026-05-01

GOVT ISHARES TR6.4K shares-80.28%2026-03-312026-05-01

IYW ISHARES TR764 shares-12.59%2026-03-312026-05-01

HDV ISHARES TR1.0K shares0.00%2026-03-312026-05-01

VOE VANGUARD INDEX FDS734 shares-7.21%2026-03-312026-05-01

Sponsored

MBB ISHARES TR1.4K shares1.17%2026-03-312026-05-01

LYG LLOYDS BANKING GROUP PLC25.6K shares-43.65%2026-03-312026-05-01

MTUM ISHARES TR533 shares-0.74%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR3.9K shares0.00%2026-03-312026-05-01

IVLU ISHARES TR3.2K shares-22.38%2026-03-312026-05-01

BLCR BLACKROCK ETF TRUST3.1K sharesnew addition2026-03-312026-05-01

EMB ISHARES TR1.3K shares-48.92%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR5.0K shares23.14%2026-03-312026-05-01

Sponsored

PEY INVESCO EXCHANGE TRADED FD T5.3K shares-4.47%2026-03-312026-05-01

IEV ISHARES TR1.7K shares-14.39%2026-03-312026-05-01

IWS ISHARES TR737 shares5.29%2026-03-312026-05-01

IDEF BLACKROCK ETF TRUST3.2K sharesnew addition2026-03-312026-05-01

IWR ISHARES TR1.1K shares-72.38%2026-03-312026-05-01

ESGU ISHARES TR719 shares0.00%2026-03-312026-05-01

IWY ISHARES TR395 shares29.51%2026-03-312026-05-01

NOK NOKIA CORP12.1K shares-19.14%2026-03-312026-05-01

Sponsored

IAGG ISHARES TR1.8K shares2.60%2026-03-312026-05-01

NMR NOMURA HLDGS INC10.9K shares-37.96%2026-03-312026-05-01

MUB ISHARES TR808 shares0.37%2026-03-312026-05-01

VXF VANGUARD INDEX FDS398 shares0.00%2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR493 shares0.00%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-01

SMMD ISHARES TR963 shares0.00%2026-03-312026-05-01

IYH ISHARES TR766 shares-52.45%2026-03-312026-05-01

Sponsored

SHY ISHARES TR546 shares0.00%2026-03-312026-05-01

CORO BLACKROCK ETF TRUST1.3K sharesnew addition2026-03-312026-05-01

ACWX ISHARES TR535 sharesnew addition2026-03-312026-05-01

RSPT INVESCO EXCHANGE TRADED FD T790 sharesnew addition2026-03-312026-05-01

GDX VANECK ETF TRUST385 shares0.00%2026-03-312026-05-01

PRN INVESCO EXCHANGE TRADED FD T175 shares-50.00%2026-03-312026-05-01

VLUE ISHARES TR224 shares0.00%2026-03-312026-05-01

IYM ISHARES TR180 shares-28.00%2026-03-312026-05-01

Sponsored

BF.B BROWN FORMAN CORP1.2K shares-40.91%2026-03-312026-05-01

VO VANGUARD INDEX FDS89 shares0.00%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR978 shares0.00%2026-03-312026-05-01

ITA ISHARES TR111 shares-72.39%2026-03-312026-05-01

IUSG ISHARES TR140 shares0.00%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T470 shares0.00%2026-03-312026-05-01

MGK VANGUARD WORLD FD56 shares0.00%2026-03-312026-05-01

IYE ISHARES TR294 shares0.00%2026-03-312026-05-01

Sponsored

XSMO INVESCO EXCHANGE TRADED FD T250 shares-50.00%2026-03-312026-05-01

IWP ISHARES TR148 shares20.33%2026-03-312026-05-01

VNQI VANGUARD INTL EQUITY INDEX F403 shares0.00%2026-03-312026-05-01

AOR ISHARES TR272 shares0.00%2026-03-312026-05-01

IWX ISHARES TR140 sharesnew addition2026-03-312026-05-01

ITOT ISHARES TR71 shares0.00%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR95 shares0.00%2026-03-312026-05-01

HYG ISHARES TR97 shares361.90%2026-03-312026-05-01

Sponsored

IYR ISHARES TR70 shares0.00%2026-03-312026-05-01

VSS VANGUARD INTL EQUITY INDEX F26 shares0.00%2026-03-312026-05-01

VCSH VANGUARD SCOTTSDALE FDS44 shares0.00%2026-03-312026-05-01

IWO ISHARES TR10 shares0.00%2026-03-312026-05-01

IWN ISHARES TR14 shares0.00%2026-03-312026-05-01

IGIB ISHARES TR37 shares-99.73%2026-03-312026-05-01

VCIT VANGUARD SCOTTSDALE FDS23 shares-99.73%2026-03-312026-05-01

EMGF ISHARES INC30 shares0.00%2026-03-312026-05-01

Sponsored

PBW INVESCO EXCHANGE TRADED FD T41 shares0.00%2026-03-312026-05-01

OEF ISHARES TR4 shares-99.61%2026-03-312026-05-01

TIP ISHARES TR10 shares0.00%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR44 shares0.00%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR27 shares0.00%2026-03-312026-05-01

IGM ISHARES TR4 shares0.00%2026-03-312026-05-01

TLT ISHARES TR3 shares0.00%2026-03-312026-05-01

ICLN ISHARES TR9 shares0.00%2026-03-312026-05-01

Sponsored

QLTY

GMO ETF TRUST

22.77%

Shares505.0K

Event2026-03-31

Filed2026-05-01

MORGAN STANLEY

-0.25%

Shares104.0K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

-30.91%

Shares42.2K

Event2026-03-31

Filed2026-05-01

JPM

JPMORGAN CHASE & CO

10.36%

Shares35.8K

Event2026-03-31

Filed2026-05-01

BERKSHIRE HATHAWAY INC DEL

-24.24%

Shares16.5K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

-42.06%

Shares42.9K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

3.10%

Shares11.3K

Event2026-03-31

Filed2026-05-01

EMLP

FIRST TR EXCHANGE-TRADED FD

17.89%

Shares161.6K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-40.00%

Shares24.5K

Event2026-03-31

Filed2026-05-01

DMBS

DOUBLELINE ETF TRUST

25.98%

Shares138.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

-38.37%

Shares17.8K

Event2026-03-31

Filed2026-05-01

IWV

ISHARES TR

42.17%

Shares17.4K

Event2026-03-31

Filed2026-05-01

EWJ

ISHARES INC

22.30%

Shares69.7K

Event2026-03-31

Filed2026-05-01

NSC

NORFOLK SOUTHN CORP

7.80%

Shares20.2K

Event2026-03-31

Filed2026-05-01

EFA

ISHARES TR

40.77%

Shares57.6K

Event2026-03-31

Filed2026-05-01

MASTERCARD INCORPORATED

-12.13%

Shares8.8K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

-38.53%

Shares19.9K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

-34.26%

Shares13.5K

Event2026-03-31

Filed2026-05-01

NFLX

NETFLIX INC.

-13.61%

Shares37.4K

Event2026-03-31

Filed2026-05-01

RAAX

VANECK ETF TRUST

93.85%

Shares85.2K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

-34.03%

Shares11.0K

Event2026-03-31

Filed2026-05-01

ISHARES GOLD TR

26.36%

Shares37.2K

Event2026-03-31

Filed2026-05-01

VTI

VANGUARD INDEX FDS

-2.67%

Shares9.9K

Event2026-03-31

Filed2026-05-01

PHILIP MORRIS INTL INC

-21.22%

Shares18.9K

Event2026-03-31

Filed2026-05-01

VXUS

VANGUARD STAR FDS

-3.84%

Shares39.5K

Event2026-03-31

Filed2026-05-01

IVV

ISHARES TR

2.60%

Shares4.2K

Event2026-03-31

Filed2026-05-01

ILOW

AB ACTIVE ETFS INC

0.00%

Shares61.8K

Event2026-03-31

Filed2026-05-01