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The Analysis of Wealthspire Retirement, LLC's Holdings & P&L

Currently, Wealthspire Retirement, LLC holds 310 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in IVV (+60.0K shares, valued at $39.2M), FLXR (+536.2K shares, valued at $21.1M), HFSI (+601.1K shares, valued at $20.9M); decreased their positions in SHV (-381.6K shares, valued at $42.1M), AGG (-277.8K shares, valued at $27.6M), TFLO (-494.1K shares, valued at $25.0M); initiated new positions in FLXR (+536.2K shares, valued at $21.1M), HFSI (+601.1K shares, valued at $20.9M), SDVD (+645.0K shares, valued at $11.4M).

1M P&L

+16.2M+0.97%

3M P&L

+36.8M+2.23%

HY P&L

-193.9M-10.29%

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/A1.5B

94.2%

2Software - Infrastructure14.4M

0.9%

3Drug Manufacturers - General10.3M

0.7%

Top Industries by Stock Count

1N/A199 stocks

69.3%

2Software - Infrastructure7 stocks

2.4%

3Drug Manufacturers - General6 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR463.2K shares14.87%2026-03-312026-05-13

SHV ISHARES TR1.0M shares-26.94%2026-03-312026-05-13

IDEV ISHARES TR762.7K shares2.83%2026-03-312026-05-13

IGIB ISHARES TR863.4K shares17.24%2026-03-312026-05-13

AGG ISHARES TR423.7K shares-39.60%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR468.2K shares6.77%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS339.4K shares2.98%2026-03-312026-05-13

SPYM SPDR SERIES TRUST453.8K shares9.72%2026-03-312026-05-13

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VO VANGUARD INDEX FDS116.3K shares7.16%2026-03-312026-05-13

VTV VANGUARD INDEX FDS166.6K shares6.38%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR677.8K shares5.26%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR52.0K shares2.31%2026-03-312026-05-13

IJH ISHARES TR417.6K shares16.14%2026-03-312026-05-13

SPSB SPDR SERIES TRUST892.2K shares17.72%2026-03-312026-05-13

FNDX SCHWAB STRATEGIC TR954.8K shares22.47%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS367.9K shares4.02%2026-03-312026-05-13

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IJR ISHARES TR175.6K shares15.28%2026-03-312026-05-13

FLXR TCW ETF TRUST536.2K sharesnew addition2026-03-312026-05-13

HFSI HARTFORD FDS EXCHANGE TRADED601.1K sharesnew addition2026-03-312026-05-13

VB VANGUARD INDEX FDS74.0K shares7.10%2026-03-312026-05-13

IEMG ISHARES INC268.1K shares-1.57%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS235.4K shares9.07%2026-03-312026-05-13

ITOT ISHARES TR124.7K shares1.24%2026-03-312026-05-13

SHY ISHARES TR211.8K shares12.22%2026-03-312026-05-13

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T373.7K shares-1.58%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS323.5K shares17.06%2026-03-312026-05-13

XMHQ INVESCO EXCHANGE TRADED FD T149.6K shares5.34%2026-03-312026-05-13

MGK VANGUARD WORLD FD41.8K shares11.08%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T317.9K shares0.26%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR487.1K shares-25.49%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F265.9K shares9.20%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS21.2K shares-0.73%2026-03-312026-05-13

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IQLT ISHARES TR264.5K shares-2.62%2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS189.2K shares14.30%2026-03-312026-05-13

SDVD FIRST TR EXCH TRADED FD III645.0K sharesnew addition2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F196.8K shares4.44%2026-03-312026-05-13

SDY SPDR SERIES TRUST71.4K shares14.17%2026-03-312026-05-13

BKLN INVESCO EXCH TRADED FD TR II508.1K shares11.38%2026-03-312026-05-13

IHDG WISDOMTREE TR191.1K shares9.39%2026-03-312026-05-13

VUG VANGUARD INDEX FDS20.1K shares0.63%2026-03-312026-05-13

Sponsored

VRSN VERISIGN INC35.1K shares0.01%2026-03-312026-05-13

AAPL APPLE INC32.5K shares-2.62%2026-03-312026-05-13

TBIL RBB FD INC161.7K shares2046.38%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T101.1K shares0.07%2026-03-312026-05-13

NVDA NVIDIA CORPORATION42.3K shares1.80%2026-03-312026-05-13

SCZ ISHARES TR92.2K shares5.34%2026-03-312026-05-13

FNDA SCHWAB STRATEGIC TR221.7K shares-4.20%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F88.0K shares7.85%2026-03-312026-05-13

Sponsored

VBK VANGUARD INDEX FDS21.8K shares14.57%2026-03-312026-05-13

TIP ISHARES TR59.1K shares20.89%2026-03-312026-05-13

DHS WISDOMTREE TR57.2K shares8.05%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS40.1K shares26.36%2026-03-312026-05-13

PFM INVESCO EXCHANGE TRADED FD T113.6K shares-1.05%2026-03-312026-05-13

VDC VANGUARD WORLD FD25.7K shares-0.02%2026-03-312026-05-13

VGT VANGUARD WORLD FD8.2K shares-2.53%2026-03-312026-05-13

USIG ISHARES TR107.7K shares1.78%2026-03-312026-05-13

Sponsored

SCHG SCHWAB STRATEGIC TR187.0K shares-3.65%2026-03-312026-05-13

STIP ISHARES TR52.2K shares1.70%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR200.0K shares-10.86%2026-03-312026-05-13

IXUS ISHARES TR57.5K shares-2.44%2026-03-312026-05-13

ICF ISHARES TR78.8K shares15.66%2026-03-312026-05-13

AMZN AMAZON COM INC22.9K shares4.50%2026-03-312026-05-13

TFLO ISHARES TR90.1K shares-84.58%2026-03-312026-05-13

CII BLACKROCK ENHANCED LARGE CAP210.5K shares1.71%2026-03-312026-05-13

Sponsored

MSFT MICROSOFT CORP11.9K shares-0.08%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR149.6K shares2.26%2026-03-312026-05-13

RWR SPDR SERIES TRUST41.8K shares9.82%2026-03-312026-05-13

BSX BOSTON SCIENTIFIC CORP65.2K shares1.06%2026-03-312026-05-13

GLD SPDR GOLD TR9.4K shares-6.21%2026-03-312026-05-13

EFG ISHARES TR36.3K shares16.01%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T6.0K shares-1.15%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS43.0K shares2.03%2026-03-312026-05-13

Sponsored

AON PLC AON PLC11.0K shares-2.57%2026-03-312026-05-13

LLY ELI LILLY & CO3.8K shares-0.42%2026-03-312026-05-13

VXUS VANGUARD STAR FDS44.6K shares-1.04%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS15.5K shares11.23%2026-03-312026-05-13

BUI BLACKROCK UTILS INFRASTRUCTU124.4K shares1.86%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR119.2K shares11.19%2026-03-312026-05-13

FLOT ISHARES TR62.2K shares8.24%2026-03-312026-05-13

GQRE FLEXSHARES TR51.7K shares18.12%2026-03-312026-05-13

Sponsored

HYS PIMCO ETF TR32.0K shares-0.74%2026-03-312026-05-13

MINT PIMCO ETF TR29.4K shares153.16%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS39.6K shares-0.19%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR113.7K shares5.52%2026-03-312026-05-13

TSLA TESLA INC7.6K shares8.69%2026-03-312026-05-13

TLT ISHARES TR30.6K shares11.42%2026-03-312026-05-13

IEF ISHARES TR26.6K shares12.91%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR100.4K shares1.01%2026-03-312026-05-13

Sponsored

ALPHABET INC ALPHABET INC8.7K shares-2.92%2026-03-312026-05-13

VBR VANGUARD INDEX FDS11.3K shares-2.77%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR18.5K shares3.91%2026-03-312026-05-13

QYLD GLOBAL X FDS140.3K shares5.41%2026-03-312026-05-13

WMT WALMART INC19.4K shares-0.73%2026-03-312026-05-13

NEM NEWMONT CORP22.0K shares-7.26%2026-03-312026-05-13

BST BLACKROCK SCIENCE & TECHNOLO65.0K shares6.83%2026-03-312026-05-13

PYLD PIMCO ETF TR89.6K shares5.86%2026-03-312026-05-13

Sponsored

HD HOME DEPOT INC7.1K shares-1.11%2026-03-312026-05-13

GILD GILEAD SCIENCES INC16.0K shares0.72%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR14.6K shares-1.04%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F42.8K shares2.44%2026-03-312026-05-13

BUFB INNOVATOR ETFS TRUST58.4K shares-23.00%2026-03-312026-05-13

SLV ISHARES SILVER TR30.2K shares-19.85%2026-03-312026-05-13

NHI NATIONAL HEALTH INVS INC25.3K shares0.88%2026-03-312026-05-13

AMGN AMGEN INC5.7K shares1.79%2026-03-312026-05-13

Sponsored

BME BLACKROCK HEALTH SCIENCES TR51.9K shares12.18%2026-03-312026-05-13

WELL WELLTOWER INC10.0K shares-1.17%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T35.6K shares-1.23%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR21.8K shares6.82%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.4K shares-3.92%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS40.1K shares-0.76%2026-03-312026-05-13

IYW ISHARES TR10.1K shares-0.68%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR58.4K shares-1.96%2026-03-312026-05-13

Sponsored

DFAC DIMENSIONAL ETF TRUST46.0K shares0.25%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS34.1K shares39.93%2026-03-312026-05-13

VHT VANGUARD WORLD FD6.0K shares-1.13%2026-03-312026-05-13

IWF ISHARES TR3.7K shares-0.05%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR34.3K shares3.86%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON6.4K shares-1.46%2026-03-312026-05-13

PWB INVESCO EXCHANGE TRADED FD T12.3K shares0.00%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II20.3K shares-4.10%2026-03-312026-05-13

Sponsored

REET ISHARES TR58.6K shares-8.91%2026-03-312026-05-13

SPAB SPDR SERIES TRUST55.5K shares0.62%2026-03-312026-05-13

FDL FIRST TR EXCHANGE-TRADED FD6.8K sharesnew addition2026-03-312026-05-13

CVX CHEVRON CORPORATION6.5K shares0.86%2026-03-312026-05-13

GOVI INVESCO EXCH TRADED FD TR II20.9K sharesnew addition2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS27.0K shares2.73%2026-03-312026-05-13

PSK SPDR SERIES TRUST40.5K shares1.01%2026-03-312026-05-13

META META PLATFORMS INC2.1K shares-11.92%2026-03-312026-05-13

Sponsored

PVAL PUTNAM ETF TRUST24.2K shares65.56%2026-03-312026-05-13

KO COCA COLA CO14.7K shares0.77%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS11.9K shares1.05%2026-03-312026-05-13

BSJQ INVESCO EXCH TRD SLF IDX FD47.6K shares1.17%2026-03-312026-05-13

SCHR SCHWAB STRATEGIC TR44.1K shares10.74%2026-03-312026-05-13

EFA ISHARES TR11.2K shares0.00%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR35.1K shares-10.17%2026-03-312026-05-13

VIS VANGUARD WORLD FD3.3K shares0.24%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP6.0K shares-4.45%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR42.0K shares-2.39%2026-03-312026-05-13

VPU VANGUARD WORLD FD5.1K shares5.67%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO3.4K shares0.74%2026-03-312026-05-13

EAGG ISHARES TR20.9K shares0.00%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-13

PAVE GLOBAL X FDS18.4K shares-4.14%2026-03-312026-05-13

XT ISHARES TR13.5K shares-9.95%2026-03-312026-05-13

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EEM ISHARES TR16.1K shares-5.22%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.9K shares-1.86%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR14.8K shares-1.40%2026-03-312026-05-13

ALPS ETF TR ALPS ETF TR17.2K shares1.66%2026-03-312026-05-13

CGXU CAPITAL GROUP INTL FOCUS EQT30.5K shares1.80%2026-03-312026-05-13

VCR VANGUARD WORLD FD2.4K shares0.21%2026-03-312026-05-13

PG PROCTER & GAMBLE CO6.1K shares0.76%2026-03-312026-05-13

INCE FRANKLIN TEMPLETON ETF TR13.1K shares4.12%2026-03-312026-05-13

Sponsored

COST COSTCO WHOLESALE CORPORATION852 shares0.59%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.6K shares0.97%2026-03-312026-05-13

IDV ISHARES TR19.6K shares-0.02%2026-03-312026-05-13

VFH VANGUARD WORLD FD6.7K shares0.37%2026-03-312026-05-13

ABBV ABBVIE INC3.7K shares-2.28%2026-03-312026-05-13

BROADCOM INC BROADCOM INC2.6K shares7.24%2026-03-312026-05-13

DGRW WISDOMTREE TR9.0K shares-1.10%2026-03-312026-05-13

PWV INVESCO EXCHANGE TRADED FD T11.3K shares0.00%2026-03-312026-05-13

Sponsored

USRT ISHARES TR13.2K shares28.13%2026-03-312026-05-13

FELV FIDELITY COVINGTON TRUST22.2K shares-1.56%2026-03-312026-05-13

IWN ISHARES TR4.1K shares-10.65%2026-03-312026-05-13

MUB ISHARES TR7.2K shares-2.06%2026-03-312026-05-13

VOX VANGUARD WORLD FD4.2K shares0.24%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO2.2K shares-17.26%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS8.0K shares0.59%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR6.3K shares12.81%2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC956 shares0.42%2026-03-312026-05-13

FNDC SCHWAB STRATEGIC TR14.6K shares-5.70%2026-03-312026-05-13

CVE CENOVUS ENERGY INC25.0K shares-33.04%2026-03-312026-05-13

SCHZ SCHWAB STRATEGIC TR28.2K shares-18.28%2026-03-312026-05-13

IUSG ISHARES TR4.2K shares0.00%2026-03-312026-05-13

QCOM QUALCOMM INC4.9K shares6.15%2026-03-312026-05-13

USMV ISHARES TR6.7K shares-0.25%2026-03-312026-05-13

XYLD GLOBAL X FDS15.9K shares1.05%2026-03-312026-05-13

Sponsored

MERCK & CO INC MERCK & CO INC5.1K shares-1.07%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST17.2K shares0.20%2026-03-312026-05-13

BSJR INVESCO EXCH TRD SLF IDX FD27.3K shares10.69%2026-03-312026-05-13

VDE VANGUARD WORLD FD3.4K shares-1.00%2026-03-312026-05-13

TFLR T ROWE PRICE ETF INC11.7K shares22.20%2026-03-312026-05-13

IWD ISHARES TR2.7K shares-0.65%2026-03-312026-05-13

IYH ISHARES TR9.0K shares-11.68%2026-03-312026-05-13

NEE NEXTERA ENERGY INC6.0K shares-1.78%2026-03-312026-05-13

Sponsored

HON HONEYWELL INTL INC2.4K shares0.29%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F9.8K shares3.88%2026-03-312026-05-13

AG FIRST MAJESTIC SILVER CORP25.3K shares-22.11%2026-03-312026-05-13

AVUS AMERICAN CENTY ETF TR4.9K shares-6.62%2026-03-312026-05-13

RTX RTX CORPORATION2.8K shares0.40%2026-03-312026-05-13

O REALTY INCOME CORP8.8K shares-11.04%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-9.52%2026-03-312026-05-13

PTIN PACER FDS TR15.5K shares-12.79%2026-03-312026-05-13

Sponsored

JAAA JANUS DETROIT STR TR10.0K shares1.02%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO1.7K shares-0.18%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC3.0K shares-19.76%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F10.8K shares-8.47%2026-03-312026-05-13

BSV VANGUARD BD INDEX FDS6.2K shares-2.99%2026-03-312026-05-13

BSCQ INVESCO EXCH TRD SLF IDX FD24.7K shares0.00%2026-03-312026-05-13

FIW FIRST TR EXCHANGE-TRADED FD4.7K shares0.13%2026-03-312026-05-13

GSY INVESCO ACTIVELY MANAGED EXC9.5K shares-14.94%2026-03-312026-05-13

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PPA INVESCO EXCHANGE TRADED FD T2.8K shares0.04%2026-03-312026-05-13

CSCO CISCO SYS INC6.0K shares-1.07%2026-03-312026-05-13

BSCS INVESCO EXCH TRD SLF IDX FD22.8K shares14.59%2026-03-312026-05-13

PTBD PACER FDS TR23.8K shares-18.37%2026-03-312026-05-13

PAAS PAN AMERN SILVER CORP8.3K shares32.38%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE10.5K shares34.86%2026-03-312026-05-13

T AT&T INC15.4K shares0.05%2026-03-312026-05-13

SPHY SPDR SERIES TRUST19.0K shares21.76%2026-03-312026-05-13

Sponsored

DFAS DIMENSIONAL ETF TRUST6.2K shares-1.14%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.0K shares3.91%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR13.4K shares-8.72%2026-03-312026-05-13

BRO BROWN & BROWN INC6.7K shares-0.79%2026-03-312026-05-13

USB US BANCORP8.3K shares-4.34%2026-03-312026-05-13

IAPR INNOVATOR ETFS TRUST13.6K shares-28.97%2026-03-312026-05-13

VAW VANGUARD WORLD FD1.9K shares0.27%2026-03-312026-05-13

MORGAN STANLEY ETF TRUST MORGAN STANLEY ETF TRUST8.4K sharesnew addition2026-03-312026-05-13

Sponsored

BA BOEING CO2.1K shares-0.05%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC2.6K shares-2.39%2026-03-312026-05-13

IWR ISHARES TR4.2K shares-2.91%2026-03-312026-05-13

IMCB ISHARES TR4.8K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.4K shares-1.76%2026-03-312026-05-13

APH AMPHENOL CORP3.1K shares0.16%2026-03-312026-05-13

HL HECLA MINING COMPANY20.8K shares27.75%2026-03-312026-05-13

TFC TRUIST FINL CORP8.4K shares-3.13%2026-03-312026-05-13

Sponsored

SUB ISHARES TR3.6K shares18.77%2026-03-312026-05-13

MCD MCDONALDS CORP1.2K shares-30.56%2026-03-312026-05-13

FNOV FIRST TR EXCHNG TRADED FD VI7.1K shares0.00%2026-03-312026-05-13

ZION ZIONS BANCORPORATION NATL AS6.5K shares-1.18%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.6K shares0.49%2026-03-312026-05-13

SO SOUTHERN CO3.8K shares-20.89%2026-03-312026-05-13

BOND PIMCO ETF TR4.0K shares-13.43%2026-03-312026-05-13

OCTH INNOVATOR ETFS TRUST15.4K shares-22.41%2026-03-312026-05-13

Sponsored

BSCR INVESCO EXCH TRD SLF IDX FD18.4K shares-2.95%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC7.2K shares3.55%2026-03-312026-05-13

KAPR INNOVATOR ETFS TRUST9.9K shares-10.52%2026-03-312026-05-13

MO ALTRIA GROUP INC5.3K shares5.47%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO1.4K shares0.15%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares3.02%2026-03-312026-05-13

VOT VANGUARD INDEX FDS1.3K shares1.24%2026-03-312026-05-13

SPYD SPDR SERIES TRUST7.4K shares45.54%2026-03-312026-05-13

Sponsored

DNP DNP SELECT INCOME FD INC32.0K shares0.35%2026-03-312026-05-13

BSJS INVESCO EXCH TRD SLF IDX FD15.1K shares19.98%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR6.6K shares-10.30%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS6.5K shares0.00%2026-03-312026-05-13

V VISA INC1.1K shares7.72%2026-03-312026-05-13

DNN DENISON MINES CORP90.5K shares0.00%2026-03-312026-05-13

IUSV ISHARES TR3.1K shares0.00%2026-03-312026-05-13

MELI MERCADOLIBRE INC184 shares0.00%2026-03-312026-05-13

Sponsored

IWM ISHARES TR1.3K shares-5.44%2026-03-312026-05-13

ACM AECOM3.7K shares0.00%2026-03-312026-05-13

HMOP HARTFORD FDS EXCHANGE TRADED8.1K sharesnew addition2026-03-312026-05-13

LOW LOWES COS INC1.3K shares0.23%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC1.1K shares1.81%2026-03-312026-05-13

VOOG VANGUARD ADMIRAL FDS INC736 shares1.52%2026-03-312026-05-13

BAC BANK AMERICA CORP6.1K shares-0.41%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST8.7K shares37.17%2026-03-312026-05-13

Sponsored

ISOU ISOENERGY LTD27.8K shares19.83%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.0K shares-14.79%2026-03-312026-05-13

SHOP SHOPIFY INC2.5K shares0.16%2026-03-312026-05-13

EFV ISHARES TR3.9K shares6.77%2026-03-312026-05-13

BIV VANGUARD BD INDEX FDS3.6K shares0.64%2026-03-312026-05-13

ITM VANECK ETF TRUST6.0K shares0.00%2026-03-312026-05-13

PTNQ PACER FDS TR3.7K shares-10.22%2026-03-312026-05-13

DFEM DIMENSIONAL ETF TRUST7.8K shares0.14%2026-03-312026-05-13

Sponsored

PTMC PACER FDS TR7.4K shares-12.03%2026-03-312026-05-13

MCK MCKESSON CORP311 shares0.00%2026-03-312026-05-13

CMF ISHARES TR4.7K shares0.00%2026-03-312026-05-13

ABT ABBOTT LABORATORIES2.6K shares5.02%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC3.7K shares-1.37%2026-03-312026-05-13

PTLC PACER FDS TR5.0K shares-13.62%2026-03-312026-05-13

PTEU PACER FDS TR8.7K shares-14.20%2026-03-312026-05-13

VOE VANGUARD INDEX FDS1.4K shares-24.38%2026-03-312026-05-13

Sponsored

SBSW SIBANYE STILLWATER LTD20.5K shares24.24%2026-03-312026-05-13

PHYS SPROTT ASSET MANAGEMENT LP7.0K shares7.06%2026-03-312026-05-13

PIEQ PRINCIPAL EXCHANGE TRADED FD7.2K sharesnew addition2026-03-312026-05-13

KKR & CO INC KKR & CO INC2.6K shares0.31%2026-03-312026-05-13

NXE NEXGEN ENERGY LTD20.5K shares32.26%2026-03-312026-05-13

IOCT INNOVATOR ETFS TRUST6.8K shares-33.75%2026-03-312026-05-13

TGT TARGET CORP1.9K sharesnew addition2026-03-312026-05-13

VOOV VANGUARD ADMIRAL FDS INC1.1K shares2.81%2026-03-312026-05-13

Sponsored

GS GOLDMAN SACHS GROUP INC268 shares0.00%2026-03-312026-05-13

CRM SALESFORCE INC1.2K shares3.89%2026-03-312026-05-13

CWB SPDR SERIES TRUST2.4K shares2.05%2026-03-312026-05-13

PFE PFIZER INC7.9K sharesnew addition2026-03-312026-05-13

FSCO FS CREDIT OPPORTUNITIES CORP42.9K shares-14.02%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.0K sharesnew addition2026-03-312026-05-13

VMBS VANGUARD SCOTTSDALE FDS4.5K shares0.63%2026-03-312026-05-13

LINDE PLC LINDE PLC424 sharesnew addition2026-03-312026-05-13

Sponsored

UUUU ENERGY FUELS INC11.5K shares-14.81%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC618 sharesnew addition2026-03-312026-05-13

IJK ISHARES TR2.1K shares0.05%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-0.08%2026-03-312026-05-13

COP CONOCOPHILLIPS1.6K sharesnew addition2026-03-312026-05-13

EOCT INNOVATOR ETFS TRUST6.5K shares-9.36%2026-03-312026-05-13

MLM MARTIN MARIETTA MATLS INC353 shares-0.28%2026-03-312026-05-13

AKAM AKAMAI TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-05-13

Sponsored

EBAY EBAY INC.2.3K sharesnew addition2026-03-312026-05-13

FAUG FIRST TR EXCHNG TRADED FD VI4.0K shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP1.4K shares-0.14%2026-03-312026-05-13

DIS DISNEY WALT CO2.1K shares-6.24%2026-03-312026-05-13

FELG FIDELITY COVINGTON TRUST5.4K shares0.09%2026-03-312026-05-13

AEGON LTD AEGON LTD27.9K shares0.00%2026-03-312026-05-13

DCI DONALDSON INC2.4K shares0.13%2026-03-312026-05-13

COEUR MNG INC COEUR MNG INC10.6K shares0.50%2026-03-312026-05-13

Sponsored

MPW MEDICAL PROPERTIES TRUST INC40.0K shares1.47%2026-03-312026-05-13

BDJ BLACKROCK ENHANCED EQUITY DI18.6K sharesnew addition2026-03-312026-05-13

EU ENCORE ENERGY CORP74.0K shares7.25%2026-03-312026-05-13

ORC ORCHID IS CAP INC16.7K shares0.00%2026-03-312026-05-13

KRO KRONOS WORLDWIDE INC10.0K sharesnew addition2026-03-312026-05-13

SABR SABRE CORP17.5K sharesnew addition2026-03-312026-05-13

IVV

ISHARES TR

14.87%

Shares463.2K

Event2026-03-31

Filed2026-05-13

SHV

ISHARES TR

-26.94%

Shares1.0M

Event2026-03-31

Filed2026-05-13

IDEV

ISHARES TR

2.83%

Shares762.7K

Event2026-03-31

Filed2026-05-13

IGIB

ISHARES TR

17.24%

Shares863.4K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-39.60%

Shares423.7K

Event2026-03-31

Filed2026-05-13

ONEQ

FIDELITY COMWLTH TR

6.77%

Shares468.2K

Event2026-03-31

Filed2026-05-13

VONG

VANGUARD SCOTTSDALE FDS

2.98%

Shares339.4K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

9.72%

Shares453.8K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

7.16%

Shares116.3K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

6.38%

Shares166.6K

Event2026-03-31

Filed2026-05-13

FBND

FIDELITY MERRIMACK STR TR

5.26%

Shares677.8K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

2.31%

Shares52.0K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

16.14%

Shares417.6K

Event2026-03-31

Filed2026-05-13

SPSB

SPDR SERIES TRUST

17.72%

Shares892.2K

Event2026-03-31

Filed2026-05-13

FNDX

SCHWAB STRATEGIC TR

22.47%

Shares954.8K

Event2026-03-31

Filed2026-05-13

VEA

VANGUARD TAX-MANAGED FDS

4.02%

Shares367.9K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

15.28%

Shares175.6K

Event2026-03-31

Filed2026-05-13

FLXR

TCW ETF TRUST

New

Shares536.2K

Event2026-03-31

Filed2026-05-13

HFSI

HARTFORD FDS EXCHANGE TRADED

New

Shares601.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

7.10%

Shares74.0K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-1.57%

Shares268.1K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

9.07%

Shares235.4K

Event2026-03-31

Filed2026-05-13

ITOT

ISHARES TR

1.24%

Shares124.7K

Event2026-03-31

Filed2026-05-13

SHY

ISHARES TR

12.22%

Shares211.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

-1.58%

Shares373.7K

Event2026-03-31

Filed2026-05-13

BNDX

VANGUARD CHARLOTTE FDS

17.06%

Shares323.5K

Event2026-03-31

Filed2026-05-13

XMHQ

INVESCO EXCHANGE TRADED FD T

5.34%

Shares149.6K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

11.08%

Shares41.8K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

0.26%

Shares317.9K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-25.49%

Shares487.1K

Event2026-03-31

Filed2026-05-13

VWO

VANGUARD INTL EQUITY INDEX F

9.20%

Shares265.9K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-0.73%

Shares21.2K

Event2026-03-31

Filed2026-05-13

IQLT

ISHARES TR

-2.62%

Shares264.5K

Event2026-03-31

Filed2026-05-13

FEZ

SPDR INDEX SHS FDS

14.30%

Shares189.2K

Event2026-03-31

Filed2026-05-13

SDVD

FIRST TR EXCH TRADED FD III

New

Shares645.0K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

4.44%

Shares196.8K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

14.17%

Shares71.4K

Event2026-03-31

Filed2026-05-13

BKLN

INVESCO EXCH TRADED FD TR II

11.38%

Shares508.1K

Event2026-03-31

Filed2026-05-13

IHDG

WISDOMTREE TR

9.39%

Shares191.1K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

0.63%

Shares20.1K

Event2026-03-31

Filed2026-05-13

VRSN

VERISIGN INC

0.01%

Shares35.1K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-2.62%

Shares32.5K

Event2026-03-31

Filed2026-05-13

TBIL

RBB FD INC

2046.38%

Shares161.7K

Event2026-03-31

Filed2026-05-13

SPHQ

INVESCO EXCHANGE TRADED FD T

0.07%

Shares101.1K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1.80%

Shares42.3K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

5.34%

Shares92.2K

Event2026-03-31

Filed2026-05-13

FNDA

SCHWAB STRATEGIC TR

-4.20%

Shares221.7K

Event2026-03-31

Filed2026-05-13

VEU

VANGUARD INTL EQUITY INDEX F

7.85%

Shares88.0K

Event2026-03-31

Filed2026-05-13

VBK

VANGUARD INDEX FDS

14.57%

Shares21.8K

Event2026-03-31

Filed2026-05-13

TIP

ISHARES TR

20.89%

Shares59.1K

Event2026-03-31

Filed2026-05-13

DHS

WISDOMTREE TR

8.05%

Shares57.2K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

26.36%

Shares40.1K

Event2026-03-31

Filed2026-05-13

PFM

INVESCO EXCHANGE TRADED FD T

-1.05%

Shares113.6K

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD WORLD FD

-0.02%

Shares25.7K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

-2.53%

Shares8.2K

Event2026-03-31

Filed2026-05-13

USIG

ISHARES TR

1.78%

Shares107.7K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

-3.65%

Shares187.0K

Event2026-03-31

Filed2026-05-13

STIP

ISHARES TR

1.70%

Shares52.2K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

-10.86%

Shares200.0K

Event2026-03-31

Filed2026-05-13

IXUS

ISHARES TR

-2.44%

Shares57.5K

Event2026-03-31

Filed2026-05-13

ICF

ISHARES TR

15.66%

Shares78.8K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

4.50%

Shares22.9K

Event2026-03-31

Filed2026-05-13

TFLO

ISHARES TR

-84.58%

Shares90.1K

Event2026-03-31

Filed2026-05-13

CII

BLACKROCK ENHANCED LARGE CAP

1.71%

Shares210.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.08%

Shares11.9K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

2.26%

Shares149.6K

Event2026-03-31

Filed2026-05-13

RWR

SPDR SERIES TRUST

9.82%

Shares41.8K

Event2026-03-31

Filed2026-05-13

BSX

BOSTON SCIENTIFIC CORP

1.06%

Shares65.2K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

-6.21%

Shares9.4K

Event2026-03-31

Filed2026-05-13

EFG

ISHARES TR

16.01%

Shares36.3K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.15%

Shares6.0K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

2.03%

Shares43.0K

Event2026-03-31

Filed2026-05-13

AON PLC

-2.57%

Shares11.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-0.42%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-1.04%

Shares44.6K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

11.23%

Shares15.5K

Event2026-03-31

Filed2026-05-13

BUI

BLACKROCK UTILS INFRASTRUCTU

1.86%

Shares124.4K

Event2026-03-31

Filed2026-05-13

SCHP

SCHWAB STRATEGIC TR

11.19%

Shares119.2K

Event2026-03-31

Filed2026-05-13

FLOT

ISHARES TR

8.24%

Shares62.2K

Event2026-03-31

Filed2026-05-13

GQRE

FLEXSHARES TR

18.12%

Shares51.7K

Event2026-03-31

Filed2026-05-13

HYS

PIMCO ETF TR

-0.74%

Shares32.0K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ETF TR

153.16%

Shares29.4K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

-0.19%

Shares39.6K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

5.52%

Shares113.7K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

8.69%

Shares7.6K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

11.42%

Shares30.6K

Event2026-03-31

Filed2026-05-13

IEF

ISHARES TR

12.91%

Shares26.6K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

1.01%

Shares100.4K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-2.92%

Shares8.7K

Event2026-03-31

Filed2026-05-13

VBR

VANGUARD INDEX FDS

-2.77%

Shares11.3K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

3.91%

Shares18.5K

Event2026-03-31

Filed2026-05-13

QYLD

GLOBAL X FDS

5.41%

Shares140.3K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-0.73%

Shares19.4K

Event2026-03-31

Filed2026-05-13

NEM

NEWMONT CORP

-7.26%

Shares22.0K

Event2026-03-31

Filed2026-05-13

BST

BLACKROCK SCIENCE & TECHNOLO

6.83%

Shares65.0K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

5.86%

Shares89.6K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-1.11%

Shares7.1K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

0.72%

Shares16.0K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-1.04%

Shares14.6K

Event2026-03-31

Filed2026-05-13

JMUB

J P MORGAN EXCHANGE TRADED F

2.44%

Shares42.8K

Event2026-03-31

Filed2026-05-13

BUFB

INNOVATOR ETFS TRUST

-23.00%

Shares58.4K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

-19.85%

Shares30.2K

Event2026-03-31

Filed2026-05-13

NHI

NATIONAL HEALTH INVS INC

0.88%

Shares25.3K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

1.79%

Shares5.7K

Event2026-03-31

Filed2026-05-13

BME

BLACKROCK HEALTH SCIENCES TR

12.18%

Shares51.9K

Event2026-03-31

Filed2026-05-13

WELL

WELLTOWER INC

-1.17%

Shares10.0K

Event2026-03-31

Filed2026-05-13

XLG

INVESCO EXCHANGE TRADED FD T

-1.23%

Shares35.6K

Event2026-03-31

Filed2026-05-13

ISHARES GOLD TR

6.82%

Shares21.8K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-3.92%

Shares6.4K

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

-0.76%

Shares40.1K

Event2026-03-31

Filed2026-05-13

IYW

ISHARES TR

-0.68%

Shares10.1K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

-1.96%

Shares58.4K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

0.25%

Shares46.0K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

39.93%

Shares34.1K

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

-1.13%

Shares6.0K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

3.86%

Shares34.3K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-1.46%

Shares6.4K

Event2026-03-31

Filed2026-05-13

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-13

INVESCO EXCH TRADED FD TR II

-4.10%

Shares20.3K

Event2026-03-31

Filed2026-05-13

REET

ISHARES TR

-8.91%

Shares58.6K

Event2026-03-31

Filed2026-05-13

SPAB

SPDR SERIES TRUST

0.62%

Shares55.5K

Event2026-03-31

Filed2026-05-13

FDL

FIRST TR EXCHANGE-TRADED FD

New

Shares6.8K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

0.86%

Shares6.5K

Event2026-03-31

Filed2026-05-13

GOVI

INVESCO EXCH TRADED FD TR II

New

Shares20.9K

Event2026-03-31

Filed2026-05-13

SPEM

SPDR INDEX SHS FDS

2.73%

Shares27.0K

Event2026-03-31

Filed2026-05-13

PSK

SPDR SERIES TRUST

1.01%

Shares40.5K

Event2026-03-31

Filed2026-05-13