Sponsored

The Analysis of OMNI 360 Wealth, Inc.'s Holdings & P&L

Currently, OMNI 360 Wealth, Inc. holds 125 types of securities in its portfolio with a total value $193.8M. In the most recent quarter, they have increased their positions in ITOT (+7.3K shares, valued at $1.0M), DFAT (+14.6K shares, valued at $909.8K), VPLS (+9.6K shares, valued at $743.6K); decreased their positions in XLG (-11.0K shares, valued at $600.4K), BSV (-3.7K shares, valued at $289.8K), EFV (-3.9K shares, valued at $287.0K); initiated new positions in CORO (+19.6K shares, valued at $631.2K), ACWX (+8.6K shares, valued at $590.8K), BLCR (+7.6K shares, valued at $313.9K).

1M P&L

-20.9M-9.38%

3M P&L

-22.2M-9.92%

HY P&L

-12.2M-5.68%

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/A173.0M

92.8%

2Consumer Electronics3.0M

1.6%

3Luxury Goods1.5M

0.8%

Top Industries by Stock Count

1N/A95 stocks

81.2%

2Utilities - Regulated Electric3 stocks

2.6%

3Drug Manufacturers - General2 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR104.9K shares7.51%2026-03-312026-04-13

SPYM SPDR SERIES TRUST176.5K shares3.40%2026-03-312026-04-13

DFAT DIMENSIONAL ETF TRUST168.8K shares9.45%2026-03-312026-04-13

IDEV ISHARES TR99.7K shares4.41%2026-03-312026-04-13

IWF ISHARES TR19.0K shares2.73%2026-03-312026-04-13

VGIT VANGUARD SCOTTSDALE FDS112.4K shares0.87%2026-03-312026-04-13

DFIV DIMENSIONAL ETF TRUST119.8K shares6.91%2026-03-312026-04-13

IEMG ISHARES INC82.8K shares-2.08%2026-03-312026-04-13

Sponsored

VCRB VANGUARD MALVERN FDS70.3K shares-1.82%2026-03-312026-04-13

BSV VANGUARD BD INDEX FDS62.5K shares-5.58%2026-03-312026-04-13

QUAL ISHARES TR25.1K shares-4.22%2026-03-312026-04-13

VYM VANGUARD WHITEHALL FDS29.2K shares2.93%2026-03-312026-04-13

JPIE J P MORGAN EXCHANGE TRADED F84.8K shares10.68%2026-03-312026-04-13

DYNF BLACKROCK ETF TRUST53.6K shares4.86%2026-03-312026-04-13

AAPL APPLE INC12.0K shares-2.02%2026-03-312026-04-13

VTIP VANGUARD MALVERN FDS58.8K shares-2.00%2026-03-312026-04-13

Sponsored

VPLS VANGUARD MALVERN FDS37.9K shares33.91%2026-03-312026-04-13

SPY STATE STR SPDR S&P 500 ETF T4.4K shares0.20%2026-03-312026-04-13

EFV ISHARES TR37.9K shares-9.24%2026-03-312026-04-13

IVW ISHARES TR24.4K shares8.66%2026-03-312026-04-13

DGRO ISHARES TR38.9K shares0.28%2026-03-312026-04-13

VTI VANGUARD INDEX FDS8.0K shares-0.05%2026-03-312026-04-13

IQLT ISHARES TR53.8K shares2.38%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.1K shares4.69%2026-03-312026-04-13

Sponsored

IVE ISHARES TR9.8K shares28.04%2026-03-312026-04-13

XTEN BONDBLOXX ETF TRUST33.2K shares15.25%2026-03-312026-04-13

TPR TAPESTRY INC10.7K shares0.00%2026-03-312026-04-13

IJR ISHARES TR11.8K shares-1.50%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T30.2K shares12.42%2026-03-312026-04-13

DON WISDOMTREE TR25.5K shares1.11%2026-03-312026-04-13

XLG INVESCO EXCHANGE TRADED FD T24.5K shares-30.99%2026-03-312026-04-13

FNDF SCHWAB STRATEGIC TR27.3K shares-2.05%2026-03-312026-04-13

Sponsored

VLUE ISHARES TR9.0K shares-3.47%2026-03-312026-04-13

IUSB ISHARES TR27.2K shares2.35%2026-03-312026-04-13

IYG ISHARES TR14.8K shares-1.80%2026-03-312026-04-13

TCAF T ROWE PRICE ETF INC34.3K shares0.94%2026-03-312026-04-13

DFAC DIMENSIONAL ETF TRUST31.2K shares0.18%2026-03-312026-04-13

SCHD SCHWAB STRATEGIC TR39.0K shares-10.03%2026-03-312026-04-13

MSFT MICROSOFT CORP3.0K shares-0.26%2026-03-312026-04-13

GRNY TIDAL TRUST I46.3K shares2.12%2026-03-312026-04-13

Sponsored

BAI BLACKROCK ETF TRUST32.4K shares25.49%2026-03-312026-04-13

VO VANGUARD INDEX FDS3.7K shares-0.76%2026-03-312026-04-13

XLV SELECT SECTOR SPDR TR6.9K shares3.93%2026-03-312026-04-13

ALPHABET INC ALPHABET INC3.4K shares0.00%2026-03-312026-04-13

SCHZ SCHWAB STRATEGIC TR41.7K shares12.92%2026-03-312026-04-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.9K shares4.04%2026-03-312026-04-13

SPMO INVESCO EXCH TRADED FD TR II8.5K shares23.43%2026-03-312026-04-13

VIGI VANGUARD WHITEHALL FDS10.5K shares0.85%2026-03-312026-04-13

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F16.2K shares-1.81%2026-03-312026-04-13

THRO BLACKROCK ETF TRUST25.1K shares10.40%2026-03-312026-04-13

SCHP SCHWAB STRATEGIC TR32.0K shares0.98%2026-03-312026-04-13

IVV ISHARES TR1.3K shares-10.65%2026-03-312026-04-13

IJH ISHARES TR12.3K shares-5.27%2026-03-312026-04-13

VIG VANGUARD SPECIALIZED FUNDS3.8K shares0.40%2026-03-312026-04-13

VEU VANGUARD INTL EQUITY INDEX F10.7K shares0.06%2026-03-312026-04-13

DIA STATE STR SPDR DOW JONES IND1.7K shares-0.60%2026-03-312026-04-13

Sponsored

VTEB VANGUARD MUN BD FDS15.2K shares31.23%2026-03-312026-04-13

AVEM AMERICAN CENTY ETF TR9.3K shares59.87%2026-03-312026-04-13

EFG ISHARES TR6.7K shares-17.67%2026-03-312026-04-13

ESGU ISHARES TR5.2K shares-3.30%2026-03-312026-04-13

TSLA TESLA INC1.9K shares0.15%2026-03-312026-04-13

SCYB SCHWAB STRATEGIC TR27.4K shares3.22%2026-03-312026-04-13

GLDM WORLD GOLD TR7.3K shares-18.33%2026-03-312026-04-13

NEE NEXTERA ENERGY INC7.1K shares0.00%2026-03-312026-04-13

Sponsored

MTUM ISHARES TR2.6K shares0.11%2026-03-312026-04-13

CORO BLACKROCK ETF TRUST19.6K sharesnew addition2026-03-312026-04-13

ACWX ISHARES TR8.6K sharesnew addition2026-03-312026-04-13

VEA VANGUARD TAX-MANAGED FDS9.2K shares0.10%2026-03-312026-04-13

BLACKSTONE INC BLACKSTONE INC5.1K shares0.00%2026-03-312026-04-13

SBAC SBA COMMUNICATIONS CORP3.3K shares0.00%2026-03-312026-04-13

SHLD GLOBAL X FDS8.1K shares51.43%2026-03-312026-04-13

XSOE WISDOMTREE TR14.1K shares1.40%2026-03-312026-04-13

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD11.2K shares-9.53%2026-03-312026-04-13

MBB ISHARES TR5.7K shares7.16%2026-03-312026-04-13

PGR PROGRESSIVE CORP2.7K shares0.00%2026-03-312026-04-13

IAGG ISHARES TR10.5K shares21.91%2026-03-312026-04-13

LMT LOCKHEED MARTIN CORP865 shares0.00%2026-03-312026-04-13

ABBV ABBVIE INC2.4K shares0.00%2026-03-312026-04-13

NXP NUVEEN SELECT TAX-FREE INCOM34.5K shares11.35%2026-03-312026-04-13

INDA ISHARES TR10.4K shares-15.14%2026-03-312026-04-13

Sponsored

INVESCO QQQ TR INVESCO QQQ TR835 shares0.00%2026-03-312026-04-13

CVX CHEVRON CORPORATION2.3K shares0.00%2026-03-312026-04-13

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-04-13

IYW ISHARES TR2.6K shares-10.26%2026-03-312026-04-13

NVDA NVIDIA CORPORATION2.6K shares-16.08%2026-03-312026-04-13

EFA ISHARES TR4.6K shares0.00%2026-03-312026-04-13

BINC BLACKROCK ETF TRUST II8.3K shares-19.90%2026-03-312026-04-13

XMHQ INVESCO EXCHANGE TRADED FD T4.2K shares2.49%2026-03-312026-04-13

Sponsored

DFSD DIMENSIONAL ETF TRUST8.7K shares4.61%2026-03-312026-04-13

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-0.35%2026-03-312026-04-13

FTEC FIDELITY COVINGTON TRUST1.9K shares0.00%2026-03-312026-04-13

SO SOUTHERN CO4.0K shares0.00%2026-03-312026-04-13

USMV ISHARES TR4.2K shares-3.21%2026-03-312026-04-13

SPDW SPDR INDEX SHS FDS8.4K shares0.79%2026-03-312026-04-13

FPE FIRST TR EXCH TRADED FD III21.0K shares0.00%2026-03-312026-04-13

AMT AMERICAN TOWER CORP2.1K shares0.00%2026-03-312026-04-13

Sponsored

FLOT ISHARES TR7.1K shares-1.66%2026-03-312026-04-13

VANGUARD INDEX FDS VANGUARD INDEX FDS572 shares0.35%2026-03-312026-04-13

JPM JPMORGAN CHASE & CO1.2K shares0.00%2026-03-312026-04-13

SCHF SCHWAB STRATEGIC TR13.7K shares-2.75%2026-03-312026-04-13

EELV INVESCO EXCH TRADED FD TR II12.0K shares-0.03%2026-03-312026-04-13

BUG GLOBAL X FDS12.8K shares3.86%2026-03-312026-04-13

EATON CORP PLC EATON CORP PLC881 shares0.00%2026-03-312026-04-13

BLCR BLACKROCK ETF TRUST7.6K sharesnew addition2026-03-312026-04-13

Sponsored

NXJ NUVEEN NEW JERSEY24.2K shares-1.64%2026-03-312026-04-13

FVD FIRST TR EXCHANGE-TRADED FD6.3K shares-33.31%2026-03-312026-04-13

SPTM SPDR SERIES TRUST3.7K shares1.74%2026-03-312026-04-13

GOVT ISHARES TR12.9K sharesnew addition2026-03-312026-04-13

VTV VANGUARD INDEX FDS1.5K shares0.07%2026-03-312026-04-13

MUB ISHARES TR2.8K shares1.88%2026-03-312026-04-13

JMUB J P MORGAN EXCHANGE TRADED F5.8K shares10.31%2026-03-312026-04-13

BIV VANGUARD BD INDEX FDS3.5K shares-4.84%2026-03-312026-04-13

Sponsored

AMZN AMAZON COM INC1.2K shares-6.17%2026-03-312026-04-13

DGRW WISDOMTREE TR2.7K shares0.15%2026-03-312026-04-13

DFAI DIMENSIONAL ETF TRUST6.2K shares0.00%2026-03-312026-04-13

VXUS VANGUARD STAR FDS3.0K shares0.00%2026-03-312026-04-13

TSPA T ROWE PRICE ETF INC5.7K shares0.71%2026-03-312026-04-13

AGGY WISDOMTREE TR5.4K shares-0.48%2026-03-312026-04-13

BK BANK NEW YORK MELLON CORP1.9K shares0.00%2026-03-312026-04-13

MCD MCDONALDS CORP731 shares0.00%2026-03-312026-04-13

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD5.3K shares-5.28%2026-03-312026-04-13

PH PARKER-HANNIFIN CORP234 shares0.00%2026-03-312026-04-13

AEP AMERICAN ELEC PWR CO INC1.6K sharesnew addition2026-03-312026-04-13

HD HOME DEPOT INC614 shares0.00%2026-03-312026-04-13

ZECP ZACKS TRUST5.9K shares-0.71%2026-03-312026-04-13

ITOT

ISHARES TR

7.51%

Shares104.9K

Event2026-03-31

Filed2026-04-13

SPYM

SPDR SERIES TRUST

3.40%

Shares176.5K

Event2026-03-31

Filed2026-04-13

DFAT

DIMENSIONAL ETF TRUST

9.45%

Shares168.8K

Event2026-03-31

Filed2026-04-13

IDEV

ISHARES TR

4.41%

Shares99.7K

Event2026-03-31

Filed2026-04-13

IWF

ISHARES TR

2.73%

Shares19.0K

Event2026-03-31

Filed2026-04-13

VGIT

VANGUARD SCOTTSDALE FDS

0.87%

Shares112.4K

Event2026-03-31

Filed2026-04-13

DFIV

DIMENSIONAL ETF TRUST

6.91%

Shares119.8K

Event2026-03-31

Filed2026-04-13

IEMG

ISHARES INC

-2.08%

Shares82.8K

Event2026-03-31

Filed2026-04-13

VCRB

VANGUARD MALVERN FDS

-1.82%

Shares70.3K

Event2026-03-31

Filed2026-04-13

BSV

VANGUARD BD INDEX FDS

-5.58%

Shares62.5K

Event2026-03-31

Filed2026-04-13

QUAL

ISHARES TR

-4.22%

Shares25.1K

Event2026-03-31

Filed2026-04-13

VYM

VANGUARD WHITEHALL FDS

2.93%

Shares29.2K

Event2026-03-31

Filed2026-04-13

JPIE

J P MORGAN EXCHANGE TRADED F

10.68%

Shares84.8K

Event2026-03-31

Filed2026-04-13

DYNF

BLACKROCK ETF TRUST

4.86%

Shares53.6K

Event2026-03-31

Filed2026-04-13

AAPL

APPLE INC

-2.02%

Shares12.0K

Event2026-03-31

Filed2026-04-13

VTIP

VANGUARD MALVERN FDS

-2.00%

Shares58.8K

Event2026-03-31

Filed2026-04-13

VPLS

VANGUARD MALVERN FDS

33.91%

Shares37.9K

Event2026-03-31

Filed2026-04-13

SPY

STATE STR SPDR S&P 500 ETF T

0.20%

Shares4.4K

Event2026-03-31

Filed2026-04-13

EFV

ISHARES TR

-9.24%

Shares37.9K

Event2026-03-31

Filed2026-04-13

IVW

ISHARES TR

8.66%

Shares24.4K

Event2026-03-31

Filed2026-04-13

DGRO

ISHARES TR

0.28%

Shares38.9K

Event2026-03-31

Filed2026-04-13

VTI

VANGUARD INDEX FDS

-0.05%

Shares8.0K

Event2026-03-31

Filed2026-04-13

IQLT

ISHARES TR

2.38%

Shares53.8K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

4.69%

Shares12.1K

Event2026-03-31

Filed2026-04-13

IVE

ISHARES TR

28.04%

Shares9.8K

Event2026-03-31

Filed2026-04-13

XTEN

BONDBLOXX ETF TRUST

15.25%

Shares33.2K

Event2026-03-31

Filed2026-04-13

TPR

TAPESTRY INC

0.00%

Shares10.7K

Event2026-03-31

Filed2026-04-13

IJR

ISHARES TR

-1.50%

Shares11.8K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

12.42%

Shares30.2K

Event2026-03-31

Filed2026-04-13

DON

WISDOMTREE TR

1.11%

Shares25.5K

Event2026-03-31

Filed2026-04-13

XLG

INVESCO EXCHANGE TRADED FD T

-30.99%

Shares24.5K

Event2026-03-31

Filed2026-04-13

FNDF

SCHWAB STRATEGIC TR

-2.05%

Shares27.3K

Event2026-03-31

Filed2026-04-13

VLUE

ISHARES TR

-3.47%

Shares9.0K

Event2026-03-31

Filed2026-04-13

IUSB

ISHARES TR

2.35%

Shares27.2K

Event2026-03-31

Filed2026-04-13

IYG

ISHARES TR

-1.80%

Shares14.8K

Event2026-03-31

Filed2026-04-13

TCAF

T ROWE PRICE ETF INC

0.94%

Shares34.3K

Event2026-03-31

Filed2026-04-13

DFAC

DIMENSIONAL ETF TRUST

0.18%

Shares31.2K

Event2026-03-31

Filed2026-04-13

SCHD

SCHWAB STRATEGIC TR

-10.03%

Shares39.0K

Event2026-03-31

Filed2026-04-13

MSFT

MICROSOFT CORP

-0.26%

Shares3.0K

Event2026-03-31

Filed2026-04-13

GRNY

TIDAL TRUST I

2.12%

Shares46.3K

Event2026-03-31

Filed2026-04-13

BAI

BLACKROCK ETF TRUST

25.49%

Shares32.4K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

-0.76%

Shares3.7K

Event2026-03-31

Filed2026-04-13

XLV

SELECT SECTOR SPDR TR

3.93%

Shares6.9K

Event2026-03-31

Filed2026-04-13

ALPHABET INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-13

SCHZ

SCHWAB STRATEGIC TR

12.92%

Shares41.7K

Event2026-03-31

Filed2026-04-13

INVESCO EXCHANGE TRADED FD T

4.04%

Shares20.9K

Event2026-03-31

Filed2026-04-13

SPMO

INVESCO EXCH TRADED FD TR II

23.43%

Shares8.5K

Event2026-03-31

Filed2026-04-13

VIGI

VANGUARD WHITEHALL FDS

0.85%

Shares10.5K

Event2026-03-31

Filed2026-04-13

JEPI

J P MORGAN EXCHANGE TRADED F

-1.81%

Shares16.2K

Event2026-03-31

Filed2026-04-13

THRO

BLACKROCK ETF TRUST

10.40%

Shares25.1K

Event2026-03-31

Filed2026-04-13

SCHP

SCHWAB STRATEGIC TR

0.98%

Shares32.0K

Event2026-03-31

Filed2026-04-13

IVV

ISHARES TR

-10.65%

Shares1.3K

Event2026-03-31

Filed2026-04-13

IJH

ISHARES TR

-5.27%

Shares12.3K

Event2026-03-31

Filed2026-04-13

VIG

VANGUARD SPECIALIZED FUNDS

0.40%

Shares3.8K

Event2026-03-31

Filed2026-04-13

VEU

VANGUARD INTL EQUITY INDEX F

0.06%

Shares10.7K

Event2026-03-31

Filed2026-04-13

DIA

STATE STR SPDR DOW JONES IND

-0.60%

Shares1.7K

Event2026-03-31

Filed2026-04-13

VTEB

VANGUARD MUN BD FDS

31.23%

Shares15.2K

Event2026-03-31

Filed2026-04-13

AVEM

AMERICAN CENTY ETF TR

59.87%

Shares9.3K

Event2026-03-31

Filed2026-04-13

EFG

ISHARES TR

-17.67%

Shares6.7K

Event2026-03-31

Filed2026-04-13

ESGU

ISHARES TR

-3.30%

Shares5.2K

Event2026-03-31

Filed2026-04-13

TSLA

TESLA INC

0.15%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SCYB

SCHWAB STRATEGIC TR

3.22%

Shares27.4K

Event2026-03-31

Filed2026-04-13

GLDM

WORLD GOLD TR

-18.33%

Shares7.3K

Event2026-03-31

Filed2026-04-13

NEE

NEXTERA ENERGY INC

0.00%

Shares7.1K

Event2026-03-31

Filed2026-04-13

MTUM

ISHARES TR

0.11%

Shares2.6K

Event2026-03-31

Filed2026-04-13

CORO

BLACKROCK ETF TRUST

New

Shares19.6K

Event2026-03-31

Filed2026-04-13

ACWX

ISHARES TR

New

Shares8.6K

Event2026-03-31

Filed2026-04-13

VEA

VANGUARD TAX-MANAGED FDS

0.10%

Shares9.2K

Event2026-03-31

Filed2026-04-13

BLACKSTONE INC

0.00%

Shares5.1K

Event2026-03-31

Filed2026-04-13

SBAC

SBA COMMUNICATIONS CORP

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-13

SHLD

GLOBAL X FDS

51.43%

Shares8.1K

Event2026-03-31

Filed2026-04-13

XSOE

WISDOMTREE TR

1.40%

Shares14.1K

Event2026-03-31

Filed2026-04-13

KNG

FIRST TR EXCHANGE-TRADED FD

-9.53%

Shares11.2K

Event2026-03-31

Filed2026-04-13

MBB

ISHARES TR

7.16%

Shares5.7K

Event2026-03-31

Filed2026-04-13

PGR

PROGRESSIVE CORP

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-13

IAGG

ISHARES TR

21.91%

Shares10.5K

Event2026-03-31

Filed2026-04-13

LMT

LOCKHEED MARTIN CORP

0.00%

Shares865

Event2026-03-31

Filed2026-04-13

ABBV

ABBVIE INC

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-13

NXP

NUVEEN SELECT TAX-FREE INCOM

11.35%

Shares34.5K

Event2026-03-31

Filed2026-04-13

INDA

ISHARES TR

-15.14%

Shares10.4K

Event2026-03-31

Filed2026-04-13

INVESCO QQQ TR

0.00%

Shares835

Event2026-03-31

Filed2026-04-13

CVX

CHEVRON CORPORATION

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-13

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

IYW

ISHARES TR

-10.26%

Shares2.6K

Event2026-03-31

Filed2026-04-13

NVDA

NVIDIA CORPORATION

-16.08%

Shares2.6K

Event2026-03-31

Filed2026-04-13

EFA

ISHARES TR

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-13

BINC

BLACKROCK ETF TRUST II

-19.90%

Shares8.3K

Event2026-03-31

Filed2026-04-13

XMHQ

INVESCO EXCHANGE TRADED FD T

2.49%

Shares4.2K

Event2026-03-31

Filed2026-04-13

DFSD

DIMENSIONAL ETF TRUST

4.61%

Shares8.7K

Event2026-03-31

Filed2026-04-13

IBM

INTERNATIONAL BUSINESS MACHS

-0.35%

Shares1.7K

Event2026-03-31

Filed2026-04-13

FTEC

FIDELITY COVINGTON TRUST

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

SOUTHERN CO

0.00%

Shares4.0K

Event2026-03-31

Filed2026-04-13

USMV

ISHARES TR

-3.21%

Shares4.2K

Event2026-03-31

Filed2026-04-13

SPDW

SPDR INDEX SHS FDS

0.79%

Shares8.4K

Event2026-03-31

Filed2026-04-13

FPE

FIRST TR EXCH TRADED FD III

0.00%

Shares21.0K

Event2026-03-31

Filed2026-04-13

AMT

AMERICAN TOWER CORP

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-13

FLOT

ISHARES TR

-1.66%

Shares7.1K

Event2026-03-31

Filed2026-04-13

VANGUARD INDEX FDS

0.35%

Shares572

Event2026-03-31

Filed2026-04-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-13

SCHF

SCHWAB STRATEGIC TR

-2.75%

Shares13.7K

Event2026-03-31

Filed2026-04-13

EELV

INVESCO EXCH TRADED FD TR II

-0.03%

Shares12.0K

Event2026-03-31

Filed2026-04-13

BUG

GLOBAL X FDS

3.86%

Shares12.8K

Event2026-03-31

Filed2026-04-13

EATON CORP PLC

0.00%

Shares881

Event2026-03-31

Filed2026-04-13

BLCR

BLACKROCK ETF TRUST

New

Shares7.6K

Event2026-03-31

Filed2026-04-13

NXJ

NUVEEN NEW JERSEY

-1.64%

Shares24.2K

Event2026-03-31

Filed2026-04-13

FVD

FIRST TR EXCHANGE-TRADED FD

-33.31%

Shares6.3K

Event2026-03-31

Filed2026-04-13

SPTM

SPDR SERIES TRUST

1.74%

Shares3.7K

Event2026-03-31

Filed2026-04-13

GOVT

ISHARES TR

New

Shares12.9K

Event2026-03-31

Filed2026-04-13

VTV

VANGUARD INDEX FDS

0.07%

Shares1.5K

Event2026-03-31

Filed2026-04-13

MUB

ISHARES TR

1.88%

Shares2.8K

Event2026-03-31

Filed2026-04-13

JMUB

J P MORGAN EXCHANGE TRADED F

10.31%

Shares5.8K

Event2026-03-31

Filed2026-04-13

BIV

VANGUARD BD INDEX FDS

-4.84%

Shares3.5K

Event2026-03-31

Filed2026-04-13

AMZN

AMAZON COM INC

-6.17%

Shares1.2K

Event2026-03-31

Filed2026-04-13

DGRW

WISDOMTREE TR

0.15%

Shares2.7K

Event2026-03-31

Filed2026-04-13

DFAI

DIMENSIONAL ETF TRUST

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-13

VXUS

VANGUARD STAR FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-13

TSPA

T ROWE PRICE ETF INC

0.71%

Shares5.7K

Event2026-03-31

Filed2026-04-13

AGGY

WISDOMTREE TR

-0.48%

Shares5.4K

Event2026-03-31

Filed2026-04-13

BANK NEW YORK MELLON CORP

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-13

MCD

MCDONALDS CORP

0.00%

Shares731

Event2026-03-31

Filed2026-04-13

SDVY

FIRST TR EXCHANGE TRADED FD

-5.28%

Shares5.3K

Event2026-03-31

Filed2026-04-13

PARKER-HANNIFIN CORP

0.00%

Shares234

Event2026-03-31

Filed2026-04-13

AEP

AMERICAN ELEC PWR CO INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-13

HOME DEPOT INC

0.00%

Shares614

Event2026-03-31

Filed2026-04-13

ZECP

ZACKS TRUST

-0.71%

Shares5.9K

Event2026-03-31

Filed2026-04-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available