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

Currently, One Wealth Advisors, LLC holds 304 types of securities in its portfolio with a total value $803.0M. In the most recent quarter, they have increased their positions in CORO (+446.6K shares, valued at $14.4M), ACWX (+182.3K shares, valued at $12.5M), LMUB (+243.9K shares, valued at $12.2M); decreased their positions in XLG (-336.1K shares, valued at $18.3M), IEMG (-167.8K shares, valued at $11.7M), EFV (-95.6K shares, valued at $7.1M); initiated new positions in CORO (+446.6K shares, valued at $14.4M), ACWX (+182.3K shares, valued at $12.5M), LMUB (+243.9K shares, valued at $12.2M).

1M P&L

-12.3M-1.42%

3M P&L

-6.5M-0.76%

HY P&L

+25.2M+3.04%

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/A617.1M

79.1%

2Consumer Electronics36.6M

4.7%

3Semiconductors9.1M

1.2%

Top Industries by Stock Count

1N/A95 stocks

33.8%

2Drug Manufacturers - General8 stocks

2.8%

3Insurance - Property & Casualty6 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST683.4K shares17.57%2026-03-312026-04-21

AAPL APPLE INC141.5K shares-5.29%2026-03-312026-04-21

IVE ISHARES TR130.6K shares-2.15%2026-03-312026-04-21

DYNF BLACKROCK ETF TRUST462.7K shares-12.79%2026-03-312026-04-21

MUB ISHARES TR250.6K shares4.02%2026-03-312026-04-21

IVW ISHARES TR226.4K shares4.49%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS492.3K shares2.77%2026-03-312026-04-21

IVV ISHARES TR35.7K shares-1.55%2026-03-312026-04-21

Sponsored

SCHZ SCHWAB STRATEGIC TR851.9K shares6.86%2026-03-312026-04-21

QUAL ISHARES TR93.9K shares-1.03%2026-03-312026-04-21

IUSB ISHARES TR366.0K shares6.60%2026-03-312026-04-21

XTEN BONDBLOXX ETF TRUST362.8K shares6.76%2026-03-312026-04-21

OEF ISHARES TR49.0K shares-4.76%2026-03-312026-04-21

CORO BLACKROCK ETF TRUST446.6K sharesnew addition2026-03-312026-04-21

ESGU ISHARES TR101.4K shares-4.32%2026-03-312026-04-21

EFV ISHARES TR192.0K shares-33.23%2026-03-312026-04-21

Sponsored

IWF ISHARES TR30.0K shares-10.62%2026-03-312026-04-21

GOVT ISHARES TR545.7K shares513.98%2026-03-312026-04-21

ACWX ISHARES TR182.3K sharesnew addition2026-03-312026-04-21

THRO BLACKROCK ETF TRUST337.8K shares6.42%2026-03-312026-04-21

LMUB ISHARES TR243.9K sharesnew addition2026-03-312026-04-21

MBB ISHARES TR126.2K shares2.81%2026-03-312026-04-21

IVLU ISHARES TR291.4K shares-2.31%2026-03-312026-04-21

BAI BLACKROCK ETF TRUST332.2K shares6.70%2026-03-312026-04-21

Sponsored

AVEM AMERICAN CENTY ETF TR124.4K shares20.22%2026-03-312026-04-21

SPMO INVESCO EXCH TRADED FD TR II85.7K shares3.52%2026-03-312026-04-21

LCTU BLACKROCK ETF TRUST132.2K shares-6.87%2026-03-312026-04-21

BLCR BLACKROCK ETF TRUST216.1K sharesnew addition2026-03-312026-04-21

IAGG ISHARES TR157.8K shares9.78%2026-03-312026-04-21

SHLD GLOBAL X FDS108.1K shares60.37%2026-03-312026-04-21

IYW ISHARES TR41.1K shares-8.30%2026-03-312026-04-21

SUSC ISHARES TR318.5K shares1.08%2026-03-312026-04-21

Sponsored

IEV ISHARES TR106.4K shares-2.97%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II138.7K shares-18.99%2026-03-312026-04-21

SUSL ISHARES TR61.8K shares-2.09%2026-03-312026-04-21

IEMG ISHARES INC93.9K shares-64.11%2026-03-312026-04-21

EAGG ISHARES TR137.6K shares15.12%2026-03-312026-04-21

ALPHABET INC ALPHABET INC22.3K shares-15.64%2026-03-312026-04-21

MSFT MICROSOFT CORP15.6K shares1.53%2026-03-312026-04-21

META META PLATFORMS INC9.2K shares8.66%2026-03-312026-04-21

Sponsored

AMZN AMAZON COM INC21.8K shares13.93%2026-03-312026-04-21

DSI ISHARES TR36.8K shares-8.25%2026-03-312026-04-21

EFG ISHARES TR38.7K shares-26.52%2026-03-312026-04-21

ALPHABET INC ALPHABET INC14.6K shares0.05%2026-03-312026-04-21

DVY ISHARES TR27.4K shares-0.10%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC11.9K shares-17.44%2026-03-312026-04-21

USXF ISHARES TR72.2K shares-3.17%2026-03-312026-04-21

EUSB ISHARES TR78.8K shares-3.67%2026-03-312026-04-21

Sponsored

GLDM WORLD GOLD TR36.5K shares-59.69%2026-03-312026-04-21

TLH ISHARES TR33.2K shares-53.83%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR36.0K shares-22.20%2026-03-312026-04-21

NVDA NVIDIA CORPORATION16.9K shares10.82%2026-03-312026-04-21

IJS ISHARES TR24.3K shares0.61%2026-03-312026-04-21

ESGD ISHARES TR29.4K shares-1.47%2026-03-312026-04-21

USMV ISHARES TR29.6K shares4.23%2026-03-312026-04-21

ITOT ISHARES TR18.8K shares-12.76%2026-03-312026-04-21

Sponsored

ESGE ISHARES INC55.0K shares-7.52%2026-03-312026-04-21

TSLA TESLA INC6.7K shares1.16%2026-03-312026-04-21

MGRC MCGRATH RENTCORP21.5K shares18.75%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO7.9K shares4.01%2026-03-312026-04-21

LQD ISHARES TR21.0K shares-9.47%2026-03-312026-04-21

V VISA INC7.6K shares22.28%2026-03-312026-04-21

EMXC ISHARES INC28.7K shares-5.87%2026-03-312026-04-21

DMXF ISHARES TR29.4K shares105.49%2026-03-312026-04-21

Sponsored

SUSA ISHARES TR16.4K shares0.87%2026-03-312026-04-21

IWB ISHARES TR6.0K shares-15.46%2026-03-312026-04-21

WFC WELLS FARGO & CO24.3K shares-5.98%2026-03-312026-04-21

EMGF ISHARES INC31.7K shares-3.92%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS29.8K shares-10.94%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC452 shares6.86%2026-03-312026-04-21

SYSB ISHARES TR20.2K shares9.71%2026-03-312026-04-21

MCK MCKESSON CORP2.0K shares0.25%2026-03-312026-04-21

Sponsored

MSI MOTOROLA SOLUTIONS INC3.9K shares1.67%2026-03-312026-04-21

WDFC WD 40 CO7.9K shares-10.23%2026-03-312026-04-21

GLD SPDR GOLD TR3.7K shares192.82%2026-03-312026-04-21

ODFL OLD DOMINION FREIGHT LINE IN7.5K shares1.93%2026-03-312026-04-21

EVUS ISHARES TR45.6K shares-12.36%2026-03-312026-04-21

URI UNITED RENTALS INC1.9K shares3.63%2026-03-312026-04-21

IGM ISHARES TR11.7K shares-11.08%2026-03-312026-04-21

IJH ISHARES TR20.1K shares3.15%2026-03-312026-04-21

Sponsored

GILD GILEAD SCIENCES INC9.6K shares-14.49%2026-03-312026-04-21

ASML ASML HLDG NV976 shares-16.65%2026-03-312026-04-21

CDW CDW CORP9.9K shares3.64%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP4.4K shares3.77%2026-03-312026-04-21

SHEL SHELL PLC12.7K shares1.79%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC3.5K shares11.43%2026-03-312026-04-21

TSCO TRACTOR SUPPLY CO25.8K shares4.53%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC11.7K shares1.61%2026-03-312026-04-21

Sponsored

CB CHUBB LTD SWITZ3.3K shares2.27%2026-03-312026-04-21

TOL TOLL BROTHERS INC7.8K sharesnew addition2026-03-312026-04-21

LCTD BLACKROCK ETF TRUST19.0K shares-1.91%2026-03-312026-04-21

NFLX NETFLIX INC.10.9K shares4.89%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-21

COIN COINBASE GLOBAL INC5.9K shares0.00%2026-03-312026-04-21

ITA ISHARES TR4.5K shares17.25%2026-03-312026-04-21

FMX FOMENTO ECONOMICO MEXICANO S8.6K shares1.84%2026-03-312026-04-21

Sponsored

LHX L3HARRIS TECHNOLOGIES INC2.6K shares15.58%2026-03-312026-04-21

EEM ISHARES TR16.0K shares-3.68%2026-03-312026-04-21

CF CF INDUSTRIES HOLD7.0K shares58.15%2026-03-312026-04-21

HP INC HP INC47.1K shares51.00%2026-03-312026-04-21

STIP ISHARES TR8.7K shares27.75%2026-03-312026-04-21

PGR PROGRESSIVE CORP4.5K sharesnew addition2026-03-312026-04-21

VUG VANGUARD INDEX FDS2.0K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON3.5K shares2.02%2026-03-312026-04-21

Sponsored

SPGI S&P GLOBAL INC2.0K shares14.02%2026-03-312026-04-21

CPRT COPART INC25.9K shares31.20%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.2K shares-11.13%2026-03-312026-04-21

BAC BANK AMERICA CORP16.9K shares0.00%2026-03-312026-04-21

MO ALTRIA GROUP INC11.9K shares4.66%2026-03-312026-04-21

AMAT APPLIED MATLS INC2.3K shares-1.78%2026-03-312026-04-21

VLUE ISHARES TR5.4K shares10.51%2026-03-312026-04-21

RIO RIO TINTO PLC8.2K shares1.99%2026-03-312026-04-21

Sponsored

NVS NOVARTIS AG5.0K shares1.21%2026-03-312026-04-21

VTV VANGUARD INDEX FDS3.9K shares0.00%2026-03-312026-04-21

ZTS ZOETIS INC6.4K sharesnew addition2026-03-312026-04-21

EBAY EBAY INC.8.3K shares41.58%2026-03-312026-04-21

CSCO CISCO SYS INC9.6K shares-1.06%2026-03-312026-04-21

ORCL ORACLE CORP5.1K shares-12.31%2026-03-312026-04-21

IEFA ISHARES TR8.1K shares-0.86%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP7.8K shares0.50%2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.00%2026-03-312026-04-21

EW EDWARDS LIFESCIENCES CORP9.1K shares1.03%2026-03-312026-04-21

HCA HCA HEALTHCARE INC1.5K shares18.40%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC842 shares6.58%2026-03-312026-04-21

AGG ISHARES TR7.1K shares-12.00%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.3K shares1.47%2026-03-312026-04-21

NEM NEWMONT CORP6.3K shares3.96%2026-03-312026-04-21

HDB HDFC BANK LTD27.2K shares-0.19%2026-03-312026-04-21

Sponsored

HLN HALEON PLC67.4K shares3.93%2026-03-312026-04-21

MFC MANULIFE FINL CORP19.6K shares2.15%2026-03-312026-04-21

JMOM J P MORGAN EXCHANGE TRADED F9.8K shares-2.20%2026-03-312026-04-21

ILCV ISHARES TR7.1K shares2.82%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP3.1K shares60.27%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC3.4K sharesnew addition2026-03-312026-04-21

FDX FEDEX CORP1.9K shares0.49%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS8.6K shares2.68%2026-03-312026-04-21

Sponsored

CFG CITIZENS FINL GROUP INC11.0K shares38.14%2026-03-312026-04-21

CVX CHEVRON CORPORATION3.2K shares8.36%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.0K shares0.74%2026-03-312026-04-21

RTX RTX CORPORATION3.3K shares-26.38%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F11.5K shares-25.32%2026-03-312026-04-21

CARR CARRIER GLOBAL CORPORATION11.0K shares23.99%2026-03-312026-04-21

WMT WALMART INC5.0K shares0.00%2026-03-312026-04-21

BBVA BANCO BILBAO VIZCAYA ARGENTA28.5K shares-17.07%2026-03-312026-04-21

Sponsored

CITIGROUP INC CITIGROUP INC5.4K shares-27.97%2026-03-312026-04-21

PYPL PAYPAL HLDGS INC13.6K shares-16.57%2026-03-312026-04-21

BAP CREDICORP LTD1.8K shares2.15%2026-03-312026-04-21

SYY SYSCO CORP8.5K shares3.46%2026-03-312026-04-21

PFE PFIZER INC21.4K shares3.41%2026-03-312026-04-21

MPC MARATHON PETE CORP2.5K shares0.00%2026-03-312026-04-21

SYF SYNCHRONY FINANCIAL8.7K shares6.16%2026-03-312026-04-21

ZD ZIFF DAVIS INC14.0K shares31.83%2026-03-312026-04-21

Sponsored

SONY SONY GROUP CORP28.0K shares0.55%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTERNATION4.3K shares0.00%2026-03-312026-04-21

NICE NICE LTD5.1K shares0.34%2026-03-312026-04-21

FGDL FRANKLIN TEMPLETON HOLDINGS9.0K shares-52.28%2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW11.0K shares50.89%2026-03-312026-04-21

VTI VANGUARD INDEX FDS1.7K shares20.25%2026-03-312026-04-21

TMUS T-MOBILE US INC2.6K shares5.52%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP3.0K shares0.00%2026-03-312026-04-21

Sponsored

COHERENT CORP COHERENT CORP2.3K shares0.00%2026-03-312026-04-21

KGC KINROSS GOLD CORP17.5K shares-9.58%2026-03-312026-04-21

TJX TJX COS INC NEW3.3K shares0.00%2026-03-312026-04-21

GM GENERAL MTRS CO7.1K shares87.41%2026-03-312026-04-21

THE CIGNA GROUP THE CIGNA GROUP1.9K shares58.24%2026-03-312026-04-21

LLY ELI LILLY & CO547 shares5.19%2026-03-312026-04-21

KR KROGER CO6.9K sharesnew addition2026-03-312026-04-21

MS MORGAN STANLEY3.0K shares1.10%2026-03-312026-04-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.4K shares1.33%2026-03-312026-04-21

BBY BEST BUY INC7.7K shares4.02%2026-03-312026-04-21

RS RELIANCE INC1.6K sharesnew addition2026-03-312026-04-21

CHRW C H ROBINSON WORLDWIDE IN2.9K shares1.85%2026-03-312026-04-21

MET METLIFE INC6.8K shares-33.35%2026-03-312026-04-21

CRH PLC CRH PLC4.5K shares13.69%2026-03-312026-04-21

COP CONOCOPHILLIPS3.6K sharesnew addition2026-03-312026-04-21

HEFA ISHARES TR11.1K shares-16.71%2026-03-312026-04-21

Sponsored

AIG AMERICAN INTL GROUP INC6.1K shares5.03%2026-03-312026-04-21

FOXA FOX CORP7.7K shares0.00%2026-03-312026-04-21

VGLT VANGUARD SCOTTSDALE FDS8.1K shares-1.54%2026-03-312026-04-21

ENVX ENOVIX CORPORATION85.7K shares0.00%2026-03-312026-04-21

IDCC INTERDIGITAL INC1.5K shares-27.44%2026-03-312026-04-21

USFD US FOODS HLDG CORP4.8K shares-0.08%2026-03-312026-04-21

LDEM ISHARES TR7.4K shares-1.98%2026-03-312026-04-21

NTRS NORTHERN TR CORP3.1K shares46.91%2026-03-312026-04-21

Sponsored

MELI MERCADOLIBRE INC247 shares2.92%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC4.3K shares49.26%2026-03-312026-04-21

HON HONEYWELL INTL INC1.9K shares35.65%2026-03-312026-04-21

TPR TAPESTRY INC3.0K shares80.18%2026-03-312026-04-21

SHOP SHOPIFY INC3.6K shares120.99%2026-03-312026-04-21

CSL CARLISLE COS INC1.3K shares67.64%2026-03-312026-04-21

PHM PULTE GROUP INC3.6K shares-20.98%2026-03-312026-04-21

CENCORA INC CENCORA INC1.3K shares10.78%2026-03-312026-04-21

Sponsored

XLG INVESCO EXCHANGE TRADED FD T7.6K shares-97.79%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC8.2K shares10.51%2026-03-312026-04-21

DCI DONALDSON INC4.8K sharesnew addition2026-03-312026-04-21

T AT&T INC14.1K shares2.33%2026-03-312026-04-21

ABBV ABBVIE INC1.9K shares0.75%2026-03-312026-04-21

TRMB TRIMBLE INC6.2K shares-8.00%2026-03-312026-04-21

FLEX FLEXTRONICS INTL LTD6.2K shares-51.21%2026-03-312026-04-21

XOM EXXON MOBIL CORP2.4K shares3.13%2026-03-312026-04-21

Sponsored

DIS DISNEY WALT CO4.1K shares8.84%2026-03-312026-04-21

FE FIRSTENERGY CORP7.9K shares1.73%2026-03-312026-04-21

TDC TERADATA CORP DEL15.5K shares8.03%2026-03-312026-04-21

ICE INTERCONTINENTAL EXCHANGE IN2.5K shares23.61%2026-03-312026-04-21

NTES NETEASE COM INC3.5K shares0.89%2026-03-312026-04-21

M MACYS INC21.8K shares64.03%2026-03-312026-04-21

CIEN CIENA CORP998 shares6.74%2026-03-312026-04-21

APTIV PLC APTIV PLC5.6K shares6.49%2026-03-312026-04-21

Sponsored

YELP YELP INC15.6K shares51.13%2026-03-312026-04-21

KO COCA COLA CO5.0K shares0.44%2026-03-312026-04-21

VV VANGUARD INDEX FDS1.3K shares-40.71%2026-03-312026-04-21

EOG EOG RES INC2.6K sharesnew addition2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP3.2K shares-3.82%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC5.2K shares20.62%2026-03-312026-04-21

GMAB GENMAB A/S13.8K shares0.97%2026-03-312026-04-21

RYAAY RYANAIR HOLDINGS PLC6.3K shares0.66%2026-03-312026-04-21

Sponsored

TLT ISHARES TR4.2K shares-87.71%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC1.8K sharesnew addition2026-03-312026-04-21

MKL MARKEL GROUP INC188 shares-4.57%2026-03-312026-04-21

IFRA ISHARES TR6.3K shares-1.51%2026-03-312026-04-21

TRV TRAVELERS COMPANIES INC1.2K shares0.00%2026-03-312026-04-21

JBL JABIL INC1.3K shares4.91%2026-03-312026-04-21

LPLA LPL FINL HLDGS INC1.2K shares26.60%2026-03-312026-04-21

NXPI NXP SEMICONDUCTORS N V1.8K shares23.92%2026-03-312026-04-21

Sponsored

FIS FIDELITY NATL INFORMATION SV7.5K shares-5.74%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN3.9K shares8.98%2026-03-312026-04-21

MLI MUELLER INDS INC3.1K shares4.27%2026-03-312026-04-21

SLB SLB LIMITED6.6K sharesnew addition2026-03-312026-04-21

TLK TELEKOMUNIKASI IND18.2K shares1.84%2026-03-312026-04-21

TFC TRUIST FINL CORP7.4K sharesnew addition2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC2.1K shares-1.57%2026-03-312026-04-21

CNI CANADIAN NATL RY CO3.3K shares51.68%2026-03-312026-04-21

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP978 shares0.93%2026-03-312026-04-21

OVV OVINTIV INC5.6K shares-4.75%2026-03-312026-04-21

SLQD ISHARES TR6.6K shares-3.93%2026-03-312026-04-21

TFI SPDR SERIES TRUST7.3K shares-45.60%2026-03-312026-04-21

AAT AMERICAN ASSETS TR INC17.9K shares7.60%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO5.4K shares4.37%2026-03-312026-04-21

PLD PROLOGIS INC.2.4K shares0.00%2026-03-312026-04-21

MCHP MICROCHIP TECHNOLOGY INC.4.9K shares-0.91%2026-03-312026-04-21

Sponsored

CARS CARS COM INC38.8K shares16.32%2026-03-312026-04-21

ALL ALLSTATE CORP1.5K shares0.88%2026-03-312026-04-21

BIIB BIOGEN INC1.7K shares3.18%2026-03-312026-04-21

VLO VALERO ENERGY CORP1.2K shares-2.08%2026-03-312026-04-21

JAZZ JAZZ PHARMACEUTICALS PLC1.6K shares-29.54%2026-03-312026-04-21

IWD ISHARES TR1.4K shares-86.97%2026-03-312026-04-21

CVE CENOVUS ENERGY INC10.9K sharesnew addition2026-03-312026-04-21

PPL PPL CORP7.6K shares1.19%2026-03-312026-04-21

Sponsored

MCD MCDONALDS CORP931 shares0.00%2026-03-312026-04-21

SPTM SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-04-21

SNX TD SYNNEX CORPORATION1.7K sharesnew addition2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC17.8K shares2.42%2026-03-312026-04-21

ROST ROSS STORES INC1.3K shares0.00%2026-03-312026-04-21

SUSB ISHARES TR10.9K shares-37.80%2026-03-312026-04-21

ACLS AXCELIS TECHNOLOGIES INC2.9K shares9.10%2026-03-312026-04-21

DGX QUEST DIAGNOSTICS INC1.4K shares0.00%2026-03-312026-04-21

Sponsored

ESML ISHARES TR5.8K shares0.07%2026-03-312026-04-21

ABT ABBOTT LABORATORIES2.6K shares-0.41%2026-03-312026-04-21

VO VANGUARD INDEX FDS935 shares0.00%2026-03-312026-04-21

FLL FULL HSE RESORTS INC118.5K shares0.00%2026-03-312026-04-21

CMI CUMMINS INC493 shares0.00%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T403 shares0.00%2026-03-312026-04-21

ICVT ISHARES TR2.6K shares-52.32%2026-03-312026-04-21

AON PLC AON PLC794 shares4.34%2026-03-312026-04-21

Sponsored

QCOM QUALCOMM INC2.0K shares-5.14%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION252 shares0.00%2026-03-312026-04-21

AMG AFFILIATED MANAGERS GROUP907 sharesnew addition2026-03-312026-04-21

ETR ENTERGY CORP NEW2.2K sharesnew addition2026-03-312026-04-21

DY DYCOM INDS INC731 sharesnew addition2026-03-312026-04-21

DAL DELTA AIR LINES INC3.7K sharesnew addition2026-03-312026-04-21

PLAB PHOTRONICS INC6.1K shares-27.34%2026-03-312026-04-21

WTM WHITE MTNS INS GROUP LTD111 shares0.00%2026-03-312026-04-21

Sponsored

WAB WABTEC968 shares1.57%2026-03-312026-04-21

ATLASSIAN CORPORATION ATLASSIAN CORPORATION3.5K shares-7.82%2026-03-312026-04-21

IWX ISHARES TR2.6K shares0.00%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares0.00%2026-03-312026-04-21

HUBBELL INC HUBBELL INC475 shares1.71%2026-03-312026-04-21

ADUR ADURO CLEAN TECHNOLOGIES INC22.2K shares0.00%2026-03-312026-04-21

MATX MATSON INC1.4K shares-23.48%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE810 shares0.00%2026-03-312026-04-21

Sponsored

IWL ISHARES TR1.4K sharesnew addition2026-03-312026-04-21

CACI CACI INTL INC419 shares1.21%2026-03-312026-04-21

HPE HEWLETT PACKARD ENTERPRISE C9.6K shares-39.45%2026-03-312026-04-21

MLM MARTIN MARIETTA MATLS INC384 shares9.09%2026-03-312026-04-21

DHI D R HORTON INC1.6K sharesnew addition2026-03-312026-04-21

SUB ISHARES TR2.1K shares-29.70%2026-03-312026-04-21

HD HOME DEPOT INC656 shares6.32%2026-03-312026-04-21

KHC KRAFT HEINZ CO9.6K sharesnew addition2026-03-312026-04-21

Sponsored

GDDY GODADDY INC2.6K shares13.57%2026-03-312026-04-21

BKLC BNY MELLON ETF TRUST1.7K shares-47.89%2026-03-312026-04-21

CNP CENTERPOINT ENERGY INC4.9K shares-18.66%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR356 shares0.00%2026-03-312026-04-21

IQV IQVIA HLDGS INC1.2K shares8.76%2026-03-312026-04-21

TRU TRANSUNION2.9K shares7.07%2026-03-312026-04-21

OIS OIL STS INTL INC15.4K sharesnew addition2026-03-312026-04-21

DXC DXC TECHNOLOGY CO14.1K sharesnew addition2026-03-312026-04-21

Sponsored

EBS EMERGENT BIOSOLUTIONS INC16.7K sharesnew addition2026-03-312026-04-21

PBYI PUMA BIOTECHNOLOGY INC21.1K shares8.72%2026-03-312026-04-21

HTBK HERITAGE COMM CORP10.0K shares0.00%2026-03-312026-04-21

TBCH TURTLE BEACH CORP10.5K sharesnew addition2026-03-312026-04-21

ANGI INC ANGI INC14.0K sharesnew addition2026-03-312026-04-21

NUS NU SKIN ENTERPRISES INC13.0K shares4.79%2026-03-312026-04-21

EMBC EMBECTA CORP10.1K sharesnew addition2026-03-312026-04-21

NB NIOCORP DEVS LTD10.0K sharesnew addition2026-03-312026-04-21

Sponsored

SPYM

SPDR SERIES TRUST

17.57%

Shares683.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-5.29%

Shares141.5K

Event2026-03-31

Filed2026-04-21

IVE

ISHARES TR

-2.15%

Shares130.6K

Event2026-03-31

Filed2026-04-21

DYNF

BLACKROCK ETF TRUST

-12.79%

Shares462.7K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

4.02%

Shares250.6K

Event2026-03-31

Filed2026-04-21

IVW

ISHARES TR

4.49%

Shares226.4K

Event2026-03-31

Filed2026-04-21

VTEB

VANGUARD MUN BD FDS

2.77%

Shares492.3K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

-1.55%

Shares35.7K

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

6.86%

Shares851.9K

Event2026-03-31

Filed2026-04-21

QUAL

ISHARES TR

-1.03%

Shares93.9K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

6.60%

Shares366.0K

Event2026-03-31

Filed2026-04-21

XTEN

BONDBLOXX ETF TRUST

6.76%

Shares362.8K

Event2026-03-31

Filed2026-04-21

OEF

ISHARES TR

-4.76%

Shares49.0K

Event2026-03-31

Filed2026-04-21

CORO

BLACKROCK ETF TRUST

New

Shares446.6K

Event2026-03-31

Filed2026-04-21

ESGU

ISHARES TR

-4.32%

Shares101.4K

Event2026-03-31

Filed2026-04-21

EFV

ISHARES TR

-33.23%

Shares192.0K

Event2026-03-31

Filed2026-04-21

IWF

ISHARES TR

-10.62%

Shares30.0K

Event2026-03-31

Filed2026-04-21

GOVT

ISHARES TR

513.98%

Shares545.7K

Event2026-03-31

Filed2026-04-21

ACWX

ISHARES TR

New

Shares182.3K

Event2026-03-31

Filed2026-04-21

THRO

BLACKROCK ETF TRUST

6.42%

Shares337.8K

Event2026-03-31

Filed2026-04-21

LMUB

ISHARES TR

New

Shares243.9K

Event2026-03-31

Filed2026-04-21

MBB

ISHARES TR

2.81%

Shares126.2K

Event2026-03-31

Filed2026-04-21

IVLU

ISHARES TR

-2.31%

Shares291.4K

Event2026-03-31

Filed2026-04-21

BAI

BLACKROCK ETF TRUST

6.70%

Shares332.2K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

20.22%

Shares124.4K

Event2026-03-31

Filed2026-04-21

SPMO

INVESCO EXCH TRADED FD TR II

3.52%

Shares85.7K

Event2026-03-31

Filed2026-04-21

LCTU

BLACKROCK ETF TRUST

-6.87%

Shares132.2K

Event2026-03-31

Filed2026-04-21

BLCR

BLACKROCK ETF TRUST

New

Shares216.1K

Event2026-03-31

Filed2026-04-21

IAGG

ISHARES TR

9.78%

Shares157.8K

Event2026-03-31

Filed2026-04-21

SHLD

GLOBAL X FDS

60.37%

Shares108.1K

Event2026-03-31

Filed2026-04-21

IYW

ISHARES TR

-8.30%

Shares41.1K

Event2026-03-31

Filed2026-04-21

SUSC

ISHARES TR

1.08%

Shares318.5K

Event2026-03-31

Filed2026-04-21

IEV

ISHARES TR

-2.97%

Shares106.4K

Event2026-03-31

Filed2026-04-21

BINC

BLACKROCK ETF TRUST II

-18.99%

Shares138.7K

Event2026-03-31

Filed2026-04-21

SUSL

ISHARES TR

-2.09%

Shares61.8K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

-64.11%

Shares93.9K

Event2026-03-31

Filed2026-04-21

EAGG

ISHARES TR

15.12%

Shares137.6K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-15.64%

Shares22.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

1.53%

Shares15.6K

Event2026-03-31

Filed2026-04-21