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The Analysis of NWAM LLC's Holdings & P&L

Currently, NWAM LLC holds 621 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in PG (+40.4K shares, valued at $5.8M), N/A (+18.8K shares, valued at $5.4M), ITOT (+31.3K shares, valued at $4.5M); decreased their positions in IVV (-9.9K shares, valued at $6.4M), MSFT (-13.2K shares, valued at $4.9M), AMZN (-20.3K shares, valued at $4.2M); initiated new positions in SATS (+20.2K shares, valued at $2.4M), DBA (+78.1K shares, valued at $2.1M), WAB (+8.5K shares, valued at $2.1M).

1M P&L

-34.0M-1.97%

3M P&L

-255.9M-13.14%

HY P&L

-169.6M-9.11%

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/A896.8M

57.2%

2Software - Infrastructure94.6M

6.0%

3Semiconductors65.4M

4.2%

Top Industries by Stock Count

1N/A331 stocks

57.2%

2Drug Manufacturers - General10 stocks

1.7%

3Semiconductors10 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MSFT MICROSOFT CORP229.6K shares-5.45%2026-03-312026-05-04

AAPL APPLE INC255.8K shares1.25%2026-03-312026-05-04

NVDA NVIDIA CORPORATION239.9K shares4.83%2026-03-312026-05-04

VUG VANGUARD INDEX FDS87.0K shares1.48%2026-03-312026-05-04

VTV VANGUARD INDEX FDS177.1K shares-0.75%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR59.5K shares-8.76%2026-03-312026-05-04

BROADCOM INC BROADCOM INC98.0K shares10.70%2026-03-312026-05-04

AMZN AMAZON COM INC142.4K shares-12.49%2026-03-312026-05-04

Sponsored

ITOT ISHARES TR187.3K shares20.06%2026-03-312026-05-04

IWF ISHARES TR60.0K shares-1.56%2026-03-312026-05-04

XOM EXXON MOBIL CORP127.7K shares-0.56%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION20.9K shares-0.70%2026-03-312026-05-04

IVV ISHARES TR31.8K shares-23.69%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL42.4K shares0.23%2026-03-312026-05-04

TSLA TESLA INC51.1K shares4.27%2026-03-312026-05-04

BSV VANGUARD BD INDEX FDS239.5K shares3.69%2026-03-312026-05-04

Sponsored

ALPHABET INC ALPHABET INC60.5K shares45.06%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS237.6K shares-1.26%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS206.7K shares-5.56%2026-03-312026-05-04

GLD SPDR GOLD TR35.3K shares2.71%2026-03-312026-05-04

AVUV AMERICAN CENTY ETF TR133.9K shares17.93%2026-03-312026-05-04

ALPHABET INC ALPHABET INC49.1K shares19.61%2026-03-312026-05-04

META META PLATFORMS INC24.2K shares-1.33%2026-03-312026-05-04

DFAC DIMENSIONAL ETF TRUST353.5K shares0.26%2026-03-312026-05-04

Sponsored

LLY ELI LILLY & CO14.5K shares-0.93%2026-03-312026-05-04

VYM VANGUARD WHITEHALL FDS87.8K shares-0.52%2026-03-312026-05-04

GDX VANECK ETF TRUST140.4K shares-1.22%2026-03-312026-05-04

BNDX VANGUARD CHARLOTTE FDS260.0K shares3.74%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T19.0K shares9.59%2026-03-312026-05-04

AGG ISHARES TR124.3K shares-6.62%2026-03-312026-05-04

BIV VANGUARD BD INDEX FDS155.8K shares6.76%2026-03-312026-05-04

GDXJ VANECK ETF TRUST97.5K shares-0.61%2026-03-312026-05-04

Sponsored

VNQ VANGUARD INDEX FDS128.6K shares2.01%2026-03-312026-05-04

UPS UNITED PARCEL SVCS INC107.5K shares-3.22%2026-03-312026-05-04

BA BOEING CO53.0K shares6.51%2026-03-312026-05-04

IWD ISHARES TR48.0K shares-0.16%2026-03-312026-05-04

PG PROCTER & GAMBLE CO70.5K shares134.69%2026-03-312026-05-04

VTI VANGUARD INDEX FDS31.7K shares1.84%2026-03-312026-05-04

GEV GE VERNOVA INC11.4K shares-3.11%2026-03-312026-05-04

SMH VANECK ETF TRUST25.1K shares-2.45%2026-03-312026-05-04

Sponsored

AVIV AMERICAN CENTY ETF TR123.6K shares26.82%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS15.4K shares3.76%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC26.3K shares-0.87%2026-03-312026-05-04

VV VANGUARD INDEX FDS29.0K shares-2.00%2026-03-312026-05-04

DFSU DIMENSIONAL ETF TRUST209.3K shares1.51%2026-03-312026-05-04

CCJ CAMECO CORP78.6K shares-0.54%2026-03-312026-05-04

SLYV SPDR SERIES TRUST89.3K shares-1.69%2026-03-312026-05-04

BOXX EA SERIES TRUST71.7K shares-0.33%2026-03-312026-05-04

Sponsored

ALPS ETF TR ALPS ETF TR157.5K shares0.94%2026-03-312026-05-04

IJH ISHARES TR120.4K shares2.83%2026-03-312026-05-04

VXUS VANGUARD STAR FDS101.8K shares-4.49%2026-03-312026-05-04

SCHD SCHWAB STRATEGIC TR251.7K shares6.36%2026-03-312026-05-04

HON HONEYWELL INTL INC33.4K shares7.34%2026-03-312026-05-04

VRT VERTIV HOLDINGS CO29.6K shares-21.46%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS34.5K shares-2.26%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR55.4K shares-4.24%2026-03-312026-05-04

Sponsored

IEFA ISHARES TR81.1K shares2.12%2026-03-312026-05-04

INSM INSMED INC44.9K shares15.14%2026-03-312026-05-04

VO VANGUARD INDEX FDS25.3K shares-1.05%2026-03-312026-05-04

VB VANGUARD INDEX FDS26.2K shares-19.40%2026-03-312026-05-04

IXUS ISHARES TR78.5K shares2.09%2026-03-312026-05-04

VEU VANGUARD INTL EQUITY INDEX F90.3K shares-0.21%2026-03-312026-05-04

COMT ISHARES U S ETF TR200.2K shares1.79%2026-03-312026-05-04

HII HUNTINGTON INGALLS INDS INC17.7K shares-0.49%2026-03-312026-05-04

Sponsored

MTBA SIMPLIFY EXCHANGE TRADED FUN135.7K shares-4.51%2026-03-312026-05-04

COWZ PACER FDS TR104.6K shares51.53%2026-03-312026-05-04

XMMO INVESCO EXCHANGE TRADED FD T43.6K shares8.63%2026-03-312026-05-04

AEM AGNICO EAGLE MINES LTD31.2K shares-1.15%2026-03-312026-05-04

USB US BANCORP120.2K shares-1.06%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO21.2K shares-2.90%2026-03-312026-05-04

IJR ISHARES TR49.9K shares-1.54%2026-03-312026-05-04

SPYM SPDR SERIES TRUST80.7K shares8.48%2026-03-312026-05-04

Sponsored

VBR VANGUARD INDEX FDS28.2K shares0.85%2026-03-312026-05-04

SLV ISHARES SILVER TR89.3K shares-8.98%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON24.8K shares6.08%2026-03-312026-05-04

RWL INVESCO EXCH TRADED FD TR II51.8K shares0.13%2026-03-312026-05-04

AMGN AMGEN INC16.9K shares-0.15%2026-03-312026-05-04

GLW CORNING INC41.5K shares-5.17%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS104.9K shares-0.91%2026-03-312026-05-04

AIRR FIRST TR EXCHANGE TRADED FD47.1K shares0.04%2026-03-312026-05-04

Sponsored

VWO VANGUARD INTL EQUITY INDEX F95.9K shares6.46%2026-03-312026-05-04

DIA STATE STR SPDR DOW JONES IND11.2K shares-0.95%2026-03-312026-05-04

HAL HALLIBURTON CO131.5K shares-0.40%2026-03-312026-05-04

SBUX STARBUCKS CORP57.0K shares-3.53%2026-03-312026-05-04

RWK INVESCO EXCH TRADED FD TR II39.8K shares-3.91%2026-03-312026-05-04

TAN INVESCO EXCH TRADED FD TR II90.6K shares65.01%2026-03-312026-05-04

SILJ AMPLIFY ETF TR165.0K shares-27.99%2026-03-312026-05-04

VSS VANGUARD INTL EQUITY INDEX F33.2K shares0.96%2026-03-312026-05-04

Sponsored

UFO PROCURE ETF TRUST II106.9K shares127.80%2026-03-312026-05-04

VOT VANGUARD INDEX FDS18.6K shares4.48%2026-03-312026-05-04

SLB SLB LIMITED92.7K shares23.39%2026-03-312026-05-04

FCX FREEPORT MCMORAN INC80.6K shares7.73%2026-03-312026-05-04

ILF ISHARES TR133.2K shares3.98%2026-03-312026-05-04

SPDW SPDR INDEX SHS FDS102.9K shares-5.82%2026-03-312026-05-04

PCAR PACCAR INC40.4K shares6.55%2026-03-312026-05-04

ISRG INTUITIVE SURGICAL INC10.1K shares17.14%2026-03-312026-05-04

Sponsored

ABBV ABBVIE INC21.0K shares0.88%2026-03-312026-05-04

IVW ISHARES TR38.5K shares-4.96%2026-03-312026-05-04

IWY ISHARES TR16.8K shares3.67%2026-03-312026-05-04

CVX CHEVRON CORPORATION20.2K shares-5.88%2026-03-312026-05-04

IMCG ISHARES TR52.0K shares0.02%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS67.3K shares18.94%2026-03-312026-05-04

MU MICRON TECHNOLOGY INC11.6K shares-12.78%2026-03-312026-05-04

BLOK AMPLIFY ETF TR78.6K shares-1.76%2026-03-312026-05-04

Sponsored

CAT CATERPILLAR INC5.5K shares10.92%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC26.1K shares-0.18%2026-03-312026-05-04

EWZ ISHARES INC99.4K shares439.71%2026-03-312026-05-04

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T19.7K shares-1.80%2026-03-312026-05-04

IEMG ISHARES INC53.6K shares-26.61%2026-03-312026-05-04

SPROTT FDS TR SPROTT FDS TR232.3K shares51.42%2026-03-312026-05-04

SPTS SPDR SERIES TRUST123.8K shares4.29%2026-03-312026-05-04

EFA ISHARES TR36.3K shares-2.26%2026-03-312026-05-04

Sponsored

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC33.5K shares2.84%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST97.5K shares20.43%2026-03-312026-05-04

JPST J P MORGAN EXCHANGE TRADED F66.5K shares4.46%2026-03-312026-05-04

TIP ISHARES TR30.3K shares1.19%2026-03-312026-05-04

EMB ISHARES TR35.5K shares-2.44%2026-03-312026-05-04

BAC BANK AMERICA CORP66.4K shares-0.60%2026-03-312026-05-04

ASML ASML HLDG NV2.4K shares1.03%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR128.8K shares-23.87%2026-03-312026-05-04

Sponsored

EATON CORP PLC EATON CORP PLC8.7K shares32.94%2026-03-312026-05-04

T AT&T INC107.2K shares1.76%2026-03-312026-05-04

SPGP INVESCO EXCHANGE TRADED FD T28.6K shares0.13%2026-03-312026-05-04

FBTC FIDELITY WISE ORIGIN BITCOIN50.5K shares7.91%2026-03-312026-05-04

DHR DANAHER CORP DEL15.7K shares55.20%2026-03-312026-05-04

IVE ISHARES TR13.9K shares2.63%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR47.4K shares1.63%2026-03-312026-05-04

QCOM QUALCOMM INC22.5K shares-0.78%2026-03-312026-05-04

Sponsored

SCHG SCHWAB STRATEGIC TR99.2K shares-2.14%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS11.9K shares18.05%2026-03-312026-05-04

ADI ANALOG DEVICES INC9.0K shares599.07%2026-03-312026-05-04

SHY ISHARES TR34.3K shares-9.69%2026-03-312026-05-04

VRTX VERTEX PHARMACEUTICALS INC6.3K shares25.68%2026-03-312026-05-04

SHLD GLOBAL X FDS39.9K shares-7.12%2026-03-312026-05-04

MELI MERCADOLIBRE INC1.6K shares1.63%2026-03-312026-05-04

BIL SPDR SERIES TRUST30.2K shares27.06%2026-03-312026-05-04

Sponsored

NFLX NETFLIX INC.28.5K shares10.00%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC13.1K shares-2.86%2026-03-312026-05-04

USFR WISDOMTREE TR52.7K shares-0.48%2026-03-312026-05-04

EW EDWARDS LIFESCIENCES CORP32.9K shares2.82%2026-03-312026-05-04

DGT SPDR SERIES TRUST15.4K shares1.98%2026-03-312026-05-04

DUHP DIMENSIONAL ETF TRUST70.8K shares4.97%2026-03-312026-05-04

V VISA INC8.6K shares-5.71%2026-03-312026-05-04

SYK STRYKER CORPORATION7.9K shares226.66%2026-03-312026-05-04

Sponsored

BTU PEABODY ENGR CORP78.5K shares-25.74%2026-03-312026-05-04

IWM ISHARES TR10.3K shares6.02%2026-03-312026-05-04

FBND FIDELITY MERRIMACK STR TR55.9K shares7.16%2026-03-312026-05-04

VWOB VANGUARD WHITEHALL FDS38.7K shares6.02%2026-03-312026-05-04

IJS ISHARES TR21.4K shares-0.42%2026-03-312026-05-04

WMT WALMART INC20.3K shares-1.19%2026-03-312026-05-04

MA MASTERCARD INCORPORATED5.0K shares224.22%2026-03-312026-05-04

AVEM AMERICAN CENTY ETF TR30.8K shares22.68%2026-03-312026-05-04

Sponsored

VEEV VEEVA SYS INC14.1K shares26.59%2026-03-312026-05-04

RTX RTX CORPORATION12.7K shares-1.31%2026-03-312026-05-04

AVDE AMERICAN CENTY ETF TR28.3K shares2.42%2026-03-312026-05-04

SATS ECHOSTAR CORP20.2K sharesnew addition2026-03-312026-05-04

QQQM INVESCO EXCH TRADED FD TR II9.8K shares-6.30%2026-03-312026-05-04

AVUS AMERICAN CENTY ETF TR20.7K shares41.24%2026-03-312026-05-04

XLP SELECT SECTOR SPDR TR28.0K shares2.42%2026-03-312026-05-04

DIHP DIMENSIONAL ETF TRUST71.2K shares8.04%2026-03-312026-05-04

Sponsored

CGGR CAPITAL GROUP GROWTH ETF57.0K shares112.00%2026-03-312026-05-04

ORCL ORACLE CORP15.1K shares-9.49%2026-03-312026-05-04

ROK ROCKWELL AUTOMATION INC6.2K shares647.75%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC43.8K shares4.04%2026-03-312026-05-04

DFGP DIMENSIONAL ETF TRUST40.6K shares23.91%2026-03-312026-05-04

DFIP DIMENSIONAL ETF TRUST52.5K shares4.82%2026-03-312026-05-04

QUAL ISHARES TR11.1K shares-0.38%2026-03-312026-05-04

IYW ISHARES TR11.8K shares-22.53%2026-03-312026-05-04

Sponsored

DBA INVESCO DB MULTI-SECTOR COMM78.1K sharesnew addition2026-03-312026-05-04

WAB WABTEC8.5K sharesnew addition2026-03-312026-05-04

IWP ISHARES TR16.5K shares-0.04%2026-03-312026-05-04

KO COCA COLA CO27.2K shares-3.92%2026-03-312026-05-04

FREL FIDELITY COVINGTON TRUST76.6K shares9.23%2026-03-312026-05-04

OPEN OPENDOOR TECHNOLOGIES INC440.5K shares0.00%2026-03-312026-05-04

WM WASTE MGMT INC DEL9.0K shares0.31%2026-03-312026-05-04

XLF SELECT SECTOR SPDR TR41.3K shares-5.46%2026-03-312026-05-04

Sponsored

VGT VANGUARD WORLD FD2.9K shares0.55%2026-03-312026-05-04

USMV ISHARES TR21.5K shares-16.39%2026-03-312026-05-04

AMAT APPLIED MATLS INC5.7K shares-6.69%2026-03-312026-05-04

VYMI VANGUARD WHITEHALL FDS20.8K shares2.97%2026-03-312026-05-04

HD HOME DEPOT INC5.9K shares-2.76%2026-03-312026-05-04

MUB ISHARES TR18.1K shares28.52%2026-03-312026-05-04

SGOV ISHARES TR19.1K shares92.29%2026-03-312026-05-04

PHYS SPROTT ASSET MANAGEMENT LP54.0K shares-23.08%2026-03-312026-05-04

Sponsored

DVY ISHARES TR12.6K shares-1.85%2026-03-312026-05-04

IWN ISHARES TR10.0K shares0.00%2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST55.0K shares15.52%2026-03-312026-05-04

ABT ABBOTT LABORATORIES18.0K shares15.99%2026-03-312026-05-04

ARKF ARK ETF TR48.5K shares-1.69%2026-03-312026-05-04

LQD ISHARES TR16.9K shares-1.16%2026-03-312026-05-04

GILD GILEAD SCIENCES INC12.9K shares-2.26%2026-03-312026-05-04

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC23.5K shares-9.04%2026-03-312026-05-04

Sponsored

SCHZ SCHWAB STRATEGIC TR76.3K shares37.02%2026-03-312026-05-04

QUS SPDR SERIES TRUST10.3K shares171.04%2026-03-312026-05-04

FTEC FIDELITY COVINGTON TRUST8.4K shares-11.99%2026-03-312026-05-04

ADP AUTOMATIC DATA PROCESSING IN8.5K shares25.09%2026-03-312026-05-04

XLY SELECT SECTOR SPDR TR15.8K shares-1.95%2026-03-312026-05-04

UNP UNION PAC CORP7.1K shares-4.51%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE6.1K shares-11.48%2026-03-312026-05-04

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL4.4K shares-2.56%2026-03-312026-05-04

Sponsored

XLI SELECT SECTOR SPDR TR10.6K shares10.58%2026-03-312026-05-04

DISV DIMENSIONAL ETF TRUST43.5K shares-9.78%2026-03-312026-05-04

HYG ISHARES TR20.9K shares-4.45%2026-03-312026-05-04

GOVT ISHARES TR71.9K shares37.61%2026-03-312026-05-04

OEF ISHARES TR5.1K shares-4.39%2026-03-312026-05-04

BTI BRITISH AMERN TOB PLC27.8K shares-0.03%2026-03-312026-05-04

AVDV AMERICAN CENTY ETF TR16.2K shares110.84%2026-03-312026-05-04

ACWX ISHARES TR23.7K shares80.90%2026-03-312026-05-04

Sponsored

ARKK ARK ETF TR23.8K shares-8.11%2026-03-312026-05-04

TMO THERMO FISHER SCIENTIFIC INC3.2K shares-7.67%2026-03-312026-05-04

PEP PEPSICO INC10.2K shares-1.20%2026-03-312026-05-04

GS GOLDMAN SACHS GROUP INC1.9K shares-69.50%2026-03-312026-05-04

MCD MCDONALDS CORP5.0K shares-0.34%2026-03-312026-05-04

SPDR SERIES TRUST SPDR SERIES TRUST16.0K shares4.74%2026-03-312026-05-04

VOE VANGUARD INDEX FDS8.3K shares-0.71%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS25.4K shares0.11%2026-03-312026-05-04

Sponsored

PFE PFIZER INC53.9K shares24.29%2026-03-312026-05-04

CSCO CISCO SYS INC19.4K shares4.77%2026-03-312026-05-04

CNI CANADIAN NATL RY CO14.6K sharesnew addition2026-03-312026-05-04

FENI FIDELITY COVINGTON TRUST40.0K shares75.54%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS1.9K shares11.32%2026-03-312026-05-04

EMR EMERSON ELEC CO11.3K shares14.63%2026-03-312026-05-04

MGK VANGUARD WORLD FD4.0K shares-43.62%2026-03-312026-05-04

GLDM WORLD GOLD TR15.9K shares7.38%2026-03-312026-05-04

Sponsored

PROSHARES TR PROSHARES TR18.1K sharesnew addition2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR9.7K shares-1.33%2026-03-312026-05-04

XLC SELECT SECTOR SPDR TR12.9K shares-0.61%2026-03-312026-05-04

CGDV CAPITAL GROUP DIVIDEND VALUE33.3K shares-0.35%2026-03-312026-05-04

AGGH SIMPLIFY EXCHANGE TRADED FUN69.7K shares-0.03%2026-03-312026-05-04

TMUS T-MOBILE US INC6.7K shares227.76%2026-03-312026-05-04

MEDTRONIC PLC MEDTRONIC PLC16.3K shares2.35%2026-03-312026-05-04

LOW LOWES COS INC6.0K shares6.97%2026-03-312026-05-04

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IEI ISHARES TR11.8K shares0.07%2026-03-312026-05-04

INTC INTEL CORP31.2K shares3.67%2026-03-312026-05-04

BMY BRISTOL-MYERS SQUIBB CO22.7K shares55.54%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP1.5K shares-3.96%2026-03-312026-05-04

DFSI DIMENSIONAL ETF TRUST32.2K shares-4.41%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST23.4K shares8.21%2026-03-312026-05-04

NTRA NATERA INC6.7K shares-30.97%2026-03-312026-05-04

AVLV AMERICAN CENTY ETF TR16.4K sharesnew addition2026-03-312026-05-04

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ISHARES GOLD TR ISHARES GOLD TR15.0K shares-6.91%2026-03-312026-05-04

FUTY FIDELITY COVINGTON TRUST22.2K shares0.30%2026-03-312026-05-04

HFWA HERITAGE FINL CORP WASH50.4K shares-5.42%2026-03-312026-05-04

NXT NEXTPOWER INC10.8K sharesnew addition2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC10.8K shares2.70%2026-03-312026-05-04

HYD VANECK ETF TRUST25.8K shares-7.88%2026-03-312026-05-04

BLV VANGUARD BD INDEX FDS18.8K shares7.23%2026-03-312026-05-04

TLT ISHARES TR14.7K shares77.71%2026-03-312026-05-04

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NYT NEW YORK TIMES CO MTN BE15.2K sharesnew addition2026-03-312026-05-04

DGRO ISHARES TR18.1K shares1.27%2026-03-312026-05-04

VOX VANGUARD WORLD FD7.0K shares-3.61%2026-03-312026-05-04

SPIB SPDR SERIES TRUST37.6K shares4.64%2026-03-312026-05-04

EEM ISHARES TR21.9K shares12.83%2026-03-312026-05-04

IJJ ISHARES TR9.4K shares-2.75%2026-03-312026-05-04

D DOMINION ENERGY INC20.1K shares189.68%2026-03-312026-05-04

FYT FIRST TR EXCHANGE-TRADED ALP20.1K sharesnew addition2026-03-312026-05-04

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VGK VANGUARD INTL EQUITY INDEX F15.0K shares0.79%2026-03-312026-05-04

IUSB ISHARES TR26.7K shares22.79%2026-03-312026-05-04

XYL XYLEM INC10.3K sharesnew addition2026-03-312026-05-04

STIP ISHARES TR11.7K shares15.95%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR45.3K shares4.98%2026-03-312026-05-04

SCHA SCHWAB STRATEGIC TR41.3K shares1.33%2026-03-312026-05-04

SCHC SCHWAB STRATEGIC TR25.7K shares0.13%2026-03-312026-05-04

GBTC GRAYSCALE BITCOIN TRUST ETF22.7K shares0.02%2026-03-312026-05-04

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KYN KAYNE ANDERSON ENERGY INFRST82.0K shares15.20%2026-03-312026-05-04

NEM NEWMONT CORP10.8K shares-0.26%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR25.2K shares0.65%2026-03-312026-05-04

JCI JOHNSON CONTROLS INTERNATION8.8K shares-0.14%2026-03-312026-05-04

IGSB ISHARES TR21.9K shares-0.39%2026-03-312026-05-04

COIN COINBASE GLOBAL INC6.4K shares-30.24%2026-03-312026-05-04

CMI CUMMINS INC2.1K shares-3.59%2026-03-312026-05-04

IUSV ISHARES TR10.8K shares-7.42%2026-03-312026-05-04

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IHDG WISDOMTREE TR22.9K shares0.05%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS13.3K shares3.73%2026-03-312026-05-04

PFFD GLOBAL X FDS59.4K shares7.41%2026-03-312026-05-04

O REALTY INCOME CORP17.8K shares0.68%2026-03-312026-05-04

PDBC INVESCO ACTVELY MNGD ETC FD62.7K shares3.75%2026-03-312026-05-04

SCHV SCHWAB STRATEGIC TR35.5K shares-0.22%2026-03-312026-05-04

CARR CARRIER GLOBAL CORPORATION19.2K sharesnew addition2026-03-312026-05-04

SPEM SPDR INDEX SHS FDS22.9K shares25.81%2026-03-312026-05-04

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UNH UNITEDHEALTH GROUP INC4.0K shares-38.70%2026-03-312026-05-04

XYZ BLOCK INC17.8K shares6.23%2026-03-312026-05-04

EIX EDISON INTL14.6K shares0.01%2026-03-312026-05-04

BUFR FIRST TR EXCHNG TRADED FD VI31.6K shares3.23%2026-03-312026-05-04

SPG SIMON PPTY GROUP INC NEW5.7K shares28.53%2026-03-312026-05-04

IWB ISHARES TR3.0K shares35.66%2026-03-312026-05-04

SO SOUTHERN CO11.0K shares-0.27%2026-03-312026-05-04

MFC MANULIFE FINL CORP30.6K shares0.00%2026-03-312026-05-04

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FDL FIRST TR EXCHANGE-TRADED FD20.7K shares1.33%2026-03-312026-05-04

EFV ISHARES TR14.1K shares-2.60%2026-03-312026-05-04

CITIGROUP INC CITIGROUP INC9.2K shares1.33%2026-03-312026-05-04

IAGG ISHARES TR20.9K shares23.11%2026-03-312026-05-04

SUB ISHARES TR9.7K shares8.03%2026-03-312026-05-04

PBW INVESCO EXCHANGE TRADED FD T32.5K shares4.76%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR32.9K shares0.82%2026-03-312026-05-04

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.9K shares89.33%2026-03-312026-05-04

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SHEL SHELL PLC10.6K shares-2.46%2026-03-312026-05-04

IBHF ISHARES TR42.8K shares-27.88%2026-03-312026-05-04

SOFI SOFI TECHNOLOGIES INC61.5K shares1.23%2026-03-312026-05-04

OXY OCCIDENTAL PETE CORP14.9K shares136.15%2026-03-312026-05-04

DBMF LITMAN GREGORY FDS TR31.8K shares-0.02%2026-03-312026-05-04

MTUM ISHARES TR3.9K shares91.27%2026-03-312026-05-04

CTA SIMPLIFY EXCHANGE TRADED FUN30.9K shares0.06%2026-03-312026-05-04

BLACKSTONE INC BLACKSTONE INC8.1K shares4.37%2026-03-312026-05-04

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HASI HA SUSTAINABLE INFRA CAP INC25.3K shares29.17%2026-03-312026-05-04

QCLN FIRST TR EXCHANGE-TRADED FD19.9K shares5.18%2026-03-312026-05-04

MO ALTRIA GROUP INC13.8K shares0.35%2026-03-312026-05-04

COP CONOCOPHILLIPS6.9K shares-2.00%2026-03-312026-05-04

DBC INVESCO DB COMMDY INDX TRCK31.2K shares-20.24%2026-03-312026-05-04

NEE NEXTERA ENERGY INC9.7K shares10.64%2026-03-312026-05-04

CME CME GROUP INC3.1K shares197.86%2026-03-312026-05-04

SCJ ISHARES INC9.3K shares-19.42%2026-03-312026-05-04

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ATR APTARGROUP INC6.9K sharesnew addition2026-03-312026-05-04

MBB ISHARES TR9.1K shares14.08%2026-03-312026-05-04

RING ISHARES INC10.8K shares-1.85%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST17.7K shares5.86%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC4.3K sharesnew addition2026-03-312026-05-04

SPHQ INVESCO EXCHANGE TRADED FD T11.1K shares0.00%2026-03-312026-05-04

SDY SPDR SERIES TRUST5.7K shares-1.48%2026-03-312026-05-04

NET CLOUDFLARE INC4.0K sharesnew addition2026-03-312026-05-04

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CRWD CROWDSTRIKE HLDGS INC2.1K shares-40.81%2026-03-312026-05-04

SPSM SPDR SERIES TRUST17.0K shares33.20%2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP3.8K shares-11.20%2026-03-312026-05-04

PHB INVESCO EXCH TRADED FD TR II44.7K shares3.57%2026-03-312026-05-04

FMDE FIDELITY COVINGTON TRUST22.2K shares3.12%2026-03-312026-05-04

DIS DISNEY WALT CO8.2K shares-5.14%2026-03-312026-05-04

CBT CABOT CORP10.2K sharesnew addition2026-03-312026-05-04

DFSE DIMENSIONAL ETF TRUST18.0K shares-0.78%2026-03-312026-05-04

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NVO NOVO-NORDISK A S20.7K shares331.36%2026-03-312026-05-04

PSX PHILLIPS 664.1K shares22.82%2026-03-312026-05-04

WTAI WISDOMTREE TR26.4K shares1.05%2026-03-312026-05-04

TSN TYSON FOODS INC11.6K sharesnew addition2026-03-312026-05-04

BAI BLACKROCK ETF TRUST22.5K shares114.98%2026-03-312026-05-04

GSK PLC GSK PLC13.3K shares4.17%2026-03-312026-05-04

FSLR FIRST SOLAR INC3.7K sharesnew addition2026-03-312026-05-04

EFX EQUIFAX INC4.0K shares-0.49%2026-03-312026-05-04

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CSX CSX CORP17.5K shares-0.22%2026-03-312026-05-04

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-04

XTEN BONDBLOXX ETF TRUST15.7K shares87.95%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST13.6K shares-7.33%2026-03-312026-05-04

IUSG ISHARES TR4.6K shares-13.27%2026-03-312026-05-04

MDYG SPDR SERIES TRUST7.4K shares-7.44%2026-03-312026-05-04

PM PHILIP MORRIS INTL INC4.3K shares-14.72%2026-03-312026-05-04

CMCSA COMCAST CORP NEW24.6K shares-1.76%2026-03-312026-05-04

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EPD ENTERPRISE PRODS PARTNERS L18.6K shares-20.90%2026-03-312026-05-04

ET ENERGY TRANSFER L P36.4K shares4.65%2026-03-312026-05-04

DGS WISDOMTREE TR11.5K shares11.40%2026-03-312026-05-04

SPHY SPDR SERIES TRUST29.2K shares4.05%2026-03-312026-05-04

MSTR STRATEGY INC5.5K shares27.92%2026-03-312026-05-04

F FORD MTR CO59.0K shares22.97%2026-03-312026-05-04

UNILEVER PLC UNILEVER PLC11.9K sharesnew addition2026-03-312026-05-04

LMT LOCKHEED MARTIN CORP1.1K shares-0.71%2026-03-312026-05-04

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AMAL AMALGAMATED FINANCIAL CORP17.3K sharesnew addition2026-03-312026-05-04

GME GAMESTOP CORP28.5K shares0.04%2026-03-312026-05-04

KR KROGER CO9.0K shares-1.07%2026-03-312026-05-04

IJT ISHARES TR4.5K shares0.02%2026-03-312026-05-04

DFSV DIMENSIONAL ETF TRUST18.6K shares37.47%2026-03-312026-05-04

PGR PROGRESSIVE CORP3.3K shares-0.12%2026-03-312026-05-04

TJX TJX COS INC NEW4.0K shares13.37%2026-03-312026-05-04

DE DEERE & CO1.1K shares-1.47%2026-03-312026-05-04

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ILMN ILLUMINA INC5.2K shares-0.06%2026-03-312026-05-04

PAAA PGIM ETF TR12.3K shares8.53%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares-3.80%2026-03-312026-05-04

RDVY FIRST TR EXCHANGE TRADED FD9.2K shares10.14%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP6.5K shares5.06%2026-03-312026-05-04

VLTO VERALTO CORP7.0K shares137.70%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 401.0K shares-54.74%2026-03-312026-05-04

CLOA BLACKROCK ETF TRUST II12.0K shares8.95%2026-03-312026-05-04

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CGUS CAPITAL GROUP CORE EQUITY ET16.2K shares17.99%2026-03-312026-05-04

IYR ISHARES TR6.6K shares-5.08%2026-03-312026-05-04

CRM SALESFORCE INC3.3K shares-1.14%2026-03-312026-05-04

EWJ ISHARES INC7.2K shares-16.47%2026-03-312026-05-04

CORO BLACKROCK ETF TRUST18.8K sharesnew addition2026-03-312026-05-04

IVLU ISHARES TR15.1K shares1.40%2026-03-312026-05-04

RITM RITHM CAPITAL CORP62.8K shares-2.41%2026-03-312026-05-04

GLTR ABRDN PRECIOUS METALS BASKET2.7K shares-2.86%2026-03-312026-05-04

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BINC BLACKROCK ETF TRUST II11.4K shares6.35%2026-03-312026-05-04

U UNITY SOFTWARE INC26.7K shares-0.20%2026-03-312026-05-04

ZTS ZOETIS INC5.0K shares13.84%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS7.3K shares-18.03%2026-03-312026-05-04

IWR ISHARES TR5.9K shares-42.44%2026-03-312026-05-04

SHYG ISHARES TR13.4K shares0.01%2026-03-312026-05-04

AXP AMERICAN EXPRESS CO1.9K shares-0.80%2026-03-312026-05-04

MMM 3M CO3.9K shares10.22%2026-03-312026-05-04

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MS MORGAN STANLEY3.3K shares-5.00%2026-03-312026-05-04

ARKG ARK ETF TR20.4K shares34.58%2026-03-312026-05-04

NVS NOVARTIS AG3.5K shares9.12%2026-03-312026-05-04

PANW PALO ALTO NETWORKS INC3.4K shares-5.68%2026-03-312026-05-04

BARRICK MNG CORP BARRICK MNG CORP13.1K shares-1.70%2026-03-312026-05-04

RIO RIO TINTO PLC5.7K shares8.62%2026-03-312026-05-04

PTY PIMCO CORPORATE & INCOME OPP43.8K shares3.79%2026-03-312026-05-04

TRGP TARGA RES CORP2.1K shares0.10%2026-03-312026-05-04

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BN BROOKFIELD CORP13.0K shares26.31%2026-03-312026-05-04

VGLT VANGUARD SCOTTSDALE FDS9.4K shares6.56%2026-03-312026-05-04

PBR PETROLEO BRASILEIRO S A25.1K shares-2.75%2026-03-312026-05-04

VBK VANGUARD INDEX FDS1.7K shares-1.61%2026-03-312026-05-04

DPG DUFF & PHELPS UTLITY AND INF35.7K shares30.86%2026-03-312026-05-04

THRO BLACKROCK ETF TRUST14.1K shares8.40%2026-03-312026-05-04

XLB SELECT SECTOR SPDR TR10.2K shares-60.72%2026-03-312026-05-04

VXX BARCLAYS BANK PLC14.3K shares-83.19%2026-03-312026-05-04

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VMBS VANGUARD SCOTTSDALE FDS10.8K shares0.63%2026-03-312026-05-04

AA ALCOA CORP7.6K shares-0.03%2026-03-312026-05-04

SCZ ISHARES TR6.4K shares-0.39%2026-03-312026-05-04

VFQY VANGUARD WELLINGTON FD3.3K shares-7.94%2026-03-312026-05-04

TTEK TETRA TECH INC NEW16.5K shares0.15%2026-03-312026-05-04

BMO BANK MONTREAL MEDIUM3.7K shares0.05%2026-03-312026-05-04

ETFS GOLD TR ETFS GOLD TR11.1K shares-15.75%2026-03-312026-05-04

ARKW ARK ETF TR4.1K shares0.00%2026-03-312026-05-04

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SPYG SPDR SERIES TRUST5.0K shares18.00%2026-03-312026-05-04

WFC WELLS FARGO & CO6.2K shares-1.92%2026-03-312026-05-04

SPMO INVESCO EXCH TRADED FD TR II4.4K shares30.36%2026-03-312026-05-04

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.5K shares-17.25%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL14.5K shares1.68%2026-03-312026-05-04

TXN TEXAS INSTRS INC2.5K shares18.50%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR18.8K shares-1.21%2026-03-312026-05-04

PPA INVESCO EXCHANGE TRADED FD T2.9K shares-3.00%2026-03-312026-05-04

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IXJ ISHARES TR5.1K shares0.00%2026-03-312026-05-04

BKR BAKER HUGHES COMPANY7.8K shares-14.98%2026-03-312026-05-04

GGN GAMCO GLOBAL GOLD NAT RES &88.2K shares-9.10%2026-03-312026-05-04

BDYN BLACKROCK ETF TRUST18.7K shares-0.01%2026-03-312026-05-04

LHX L3HARRIS TECHNOLOGIES INC1.3K shares-1.28%2026-03-312026-05-04

EWA ISHARES INC16.2K shares0.00%2026-03-312026-05-04

FLEX FLEXTRONICS INTL LTD6.9K sharesnew addition2026-03-312026-05-04

APH AMPHENOL CORP3.5K shares-0.03%2026-03-312026-05-04

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CGMU CAPITAL GRP FIXED INCM ETF T16.5K shares0.00%2026-03-312026-05-04

FAD FIRST TR EXCHANGE-TRADED ALP2.8K shares-30.91%2026-03-312026-05-04

SCHB SCHWAB STRATEGIC TR17.7K shares0.05%2026-03-312026-05-04

DXCM DEXCOM INC7.1K sharesnew addition2026-03-312026-05-04

NOC NORTHROP GRUMMAN CORP650 shares0.93%2026-03-312026-05-04

TFC TRUIST FINL CORP9.6K shares21.11%2026-03-312026-05-04

DXUV DIMENSIONAL ETF TRUST7.5K shares27.91%2026-03-312026-05-04

FLOT ISHARES TR8.7K shares-31.27%2026-03-312026-05-04

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BLCR BLACKROCK ETF TRUST10.7K sharesnew addition2026-03-312026-05-04

CRSP CRISPR THERAPEUTICS AG9.2K shares-85.17%2026-03-312026-05-04

IBIT ISHARES BITCOIN TRUST ETF11.1K shares-23.11%2026-03-312026-05-04

FAX ABRDN ASIA PACIFIC INCOME FU29.5K shares10.46%2026-03-312026-05-04

LINDE PLC LINDE PLC858 shares-11.09%2026-03-312026-05-04

RSPG INVESCO EXCHANGE TRADED FD T3.9K shares-2.77%2026-03-312026-05-04

VPL VANGUARD INTL EQUITY INDEX F4.3K shares-0.83%2026-03-312026-05-04

CIEN CIENA CORP1.1K shares-35.05%2026-03-312026-05-04

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ICLR ICON PLC3.8K shares-0.39%2026-03-312026-05-04

CDNS CADENCE DESIGN SYSTEM INC1.5K shares-59.70%2026-03-312026-05-04

VGSR MANAGER DIRECTED PORTFOLIOS40.5K shares9.96%2026-03-312026-05-04

SCHH SCHWAB STRATEGIC TR19.4K shares-0.06%2026-03-312026-05-04

CERY SPDR SERIES TRUST11.8K sharesnew addition2026-03-312026-05-04

NU NU HLDGS LTD29.0K shares-8.60%2026-03-312026-05-04

TLH ISHARES TR4.1K shares-9.30%2026-03-312026-05-04

SHV ISHARES TR3.8K shares38.93%2026-03-312026-05-04

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TRV TRAVELERS COMPANIES INC1.4K shares-0.28%2026-03-312026-05-04

ORLY OREILLY AUTOMOTIVE INC4.5K shares17.97%2026-03-312026-05-04

XMHQ INVESCO EXCHANGE TRADED FD T4.0K shares-6.39%2026-03-312026-05-04

DFAS DIMENSIONAL ETF TRUST5.8K sharesnew addition2026-03-312026-05-04

KLAC KLA CORP277 shares0.36%2026-03-312026-05-04

MLPA GLOBAL X FDS7.3K shares0.00%2026-03-312026-05-04

DFGR DIMENSIONAL ETF TRUST14.7K shares-13.34%2026-03-312026-05-04

VHT VANGUARD WORLD FD1.4K shares2.83%2026-03-312026-05-04

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BTAL AGF INVTS TR27.5K shares-5.16%2026-03-312026-05-04

SPMD SPDR SERIES TRUST6.4K shares-1.54%2026-03-312026-05-04

AVSF AMERICAN CENTY ETF TR8.1K shares-5.49%2026-03-312026-05-04

IWS ISHARES TR2.6K shares-10.37%2026-03-312026-05-04

QQWZ PACER FDS TR14.1K sharesnew addition2026-03-312026-05-04

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO7.0K shares-17.65%2026-03-312026-05-04

NCLH NORWEGIAN CRUISE LINE HLDGS19.7K sharesnew addition2026-03-312026-05-04

FLDB FIDELITY MERRIMACK STR TR7.3K shares0.07%2026-03-312026-05-04

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AON PLC AON PLC1.1K shares-0.79%2026-03-312026-05-04

BKLN INVESCO EXCH TRADED FD TR II17.8K shares-2.05%2026-03-312026-05-04

SPGI S&P GLOBAL INC842 shares-3.11%2026-03-312026-05-04

SCHO SCHWAB STRATEGIC TR14.7K shares0.01%2026-03-312026-05-04

HALO HALOZYME THERAPEUTICS INC5.5K shares-0.14%2026-03-312026-05-04

ECL ECOLAB INC1.3K shares38.54%2026-03-312026-05-04

FDX FEDEX CORP993 shares-3.78%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS7.0K sharesnew addition2026-03-312026-05-04

Sponsored

HIG HARTFORD INSURANCE GROUP INC2.6K shares0.16%2026-03-312026-05-04

CNQ CANADIAN NAT RES LTD MED TER7.1K shares0.00%2026-03-312026-05-04

COEUR MNG INC COEUR MNG INC18.3K shares2.90%2026-03-312026-05-04

HEFA ISHARES TR8.1K shares-0.32%2026-03-312026-05-04

MPC MARATHON PETE CORP1.4K shares-2.98%2026-03-312026-05-04

MSI MOTOROLA SOLUTIONS INC786 shares1.55%2026-03-312026-05-04

PDP INVESCO EXCHANGE TRADED FD T2.8K shares-1.75%2026-03-312026-05-04

DVN DEVON ENERGY CORP NEW6.7K sharesnew addition2026-03-312026-05-04

Sponsored

IWV ISHARES TR908 shares0.00%2026-03-312026-05-04

FNCL FIDELITY COVINGTON TRUST4.8K shares59.60%2026-03-312026-05-04

ES EVERSOURCE ENERGY4.8K shares2.92%2026-03-312026-05-04

IEF ISHARES TR3.5K shares0.03%2026-03-312026-05-04

USRT ISHARES TR5.5K sharesnew addition2026-03-312026-05-04

MKTX MARKETAXESS HLDGS INC2.0K sharesnew addition2026-03-312026-05-04

IHI ISHARES TR6.1K shares-8.86%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC339 shares-44.06%2026-03-312026-05-04

Sponsored

HOOD ROBINHOOD MKTS INC4.7K shares-12.73%2026-03-312026-05-04

SPIP SPDR SERIES TRUST12.4K shares-1.78%2026-03-312026-05-04

ICE INTERCONTINENTAL EXCHANGE IN2.0K shares-14.37%2026-03-312026-05-04

ROP ROPER TECHNOLOGIES INC887 sharesnew addition2026-03-312026-05-04

XLSR SSGA ACTIVE TR5.4K shares0.00%2026-03-312026-05-04

VT VANGUARD INTL EQUITY INDEX F2.3K shares3.96%2026-03-312026-05-04

UTG REAVES UTIL INCOME FD7.9K shares0.00%2026-03-312026-05-04

XLRE SELECT SECTOR SPDR TR7.6K shares3.71%2026-03-312026-05-04

Sponsored

IBDT ISHARES TR12.2K shares-6.75%2026-03-312026-05-04

UBER UBER TECHNOLOGIES INC4.2K shares-17.73%2026-03-312026-05-04

BNS BANK NOVA SCOTIA B C4.4K shares0.05%2026-03-312026-05-04

ALNY ALNYLAM PHARMACEUTICALS INC914 shares0.00%2026-03-312026-05-04

MSFT

MICROSOFT CORP

-5.45%

Shares229.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

1.25%

Shares255.8K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

4.83%

Shares239.9K

Event2026-03-31

Filed2026-05-04

VUG

VANGUARD INDEX FDS

1.48%

Shares87.0K

Event2026-03-31

Filed2026-05-04

VTV

VANGUARD INDEX FDS

-0.75%

Shares177.1K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-8.76%

Shares59.5K

Event2026-03-31

Filed2026-05-04

BROADCOM INC

10.70%

Shares98.0K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-12.49%

Shares142.4K

Event2026-03-31

Filed2026-05-04

ITOT

ISHARES TR

20.06%

Shares187.3K

Event2026-03-31

Filed2026-05-04

IWF

ISHARES TR

-1.56%

Shares60.0K

Event2026-03-31

Filed2026-05-04

XOM

EXXON MOBIL CORP

-0.56%

Shares127.7K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

-0.70%

Shares20.9K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

-23.69%

Shares31.8K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

0.23%

Shares42.4K

Event2026-03-31

Filed2026-05-04

TSLA

TESLA INC

4.27%

Shares51.1K

Event2026-03-31

Filed2026-05-04

BSV

VANGUARD BD INDEX FDS

3.69%

Shares239.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

45.06%

Shares60.5K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

-1.26%

Shares237.6K

Event2026-03-31

Filed2026-05-04

BND

VANGUARD BD INDEX FDS

-5.56%

Shares206.7K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

2.71%

Shares35.3K

Event2026-03-31

Filed2026-05-04

AVUV

AMERICAN CENTY ETF TR

17.93%

Shares133.9K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

19.61%

Shares49.1K

Event2026-03-31

Filed2026-05-04