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The Analysis of OneAscent Financial Services LLC's Holdings & P&L

Currently, OneAscent Financial Services LLC holds 591 types of securities in its portfolio with a total value $1.8B. In the most recent quarter, they have increased their positions in N/A (+154.7K shares, valued at $92.4M), SPYM (+1.0M shares, valued at $77.4M), PTL (+182.5K shares, valued at $45.7M); decreased their positions in ELCV (-102.6K shares, valued at $3.0M), FRME (-40.7K shares, valued at $1.6M), FDT (-7.7K shares, valued at $673.4K); initiated new positions in SPYM (+1.0M shares, valued at $77.4M), SPDW (+708.4K shares, valued at $32.3M), SPMD (+386.1K shares, valued at $22.9M).

1M P&L

+45.8M+2.58%

3M P&L

-8.9M-0.49%

HY P&L

+103.5M+6.02%

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/A1.4B

84.8%

2Semiconductors30.3M

1.8%

3Consumer Electronics21.7M

1.3%

Top Industries by Stock Count

1N/A314 stocks

56.8%

2Software - Application9 stocks

1.6%

3Specialty Industrial Machinery9 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

OACP UNIFIED SER TR5.5M shares12.95%2026-03-312026-04-21

OAIM UNIFIED SER TR2.6M shares8.92%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS179.5K shares622.75%2026-03-312026-04-21

OALC UNIFIED SER TR2.8M shares11.41%2026-03-312026-04-21

SPYM SPDR SERIES TRUST1.0M sharesnew addition2026-03-312026-04-21

PTL NORTHERN LTS FD TR IV285.1K shares178.05%2026-03-312026-04-21

OASC UNIFIED SER TR1.6M shares9.13%2026-03-312026-04-21

OAEM UNIFIED SER TR881.0K shares2.28%2026-03-312026-04-21

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SPDW SPDR INDEX SHS FDS708.4K sharesnew addition2026-03-312026-04-21

ISMD NORTHERN LTS FD TR IV776.6K shares720.77%2026-03-312026-04-21

ELCV STRATEGY SHS968.7K shares-9.58%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS411.5K shares23.67%2026-03-312026-04-21

VXUS VANGUARD STAR FDS317.1K shares635.12%2026-03-312026-04-21

NVDA NVIDIA CORPORATION137.5K shares22.51%2026-03-312026-04-21

SPMD SPDR SERIES TRUST386.1K sharesnew addition2026-03-312026-04-21

WWJD NORTHERN LTS FD TR IV583.0K shares341.63%2026-03-312026-04-21

Sponsored

AAPL APPLE INC84.4K shares27.42%2026-03-312026-04-21

IBTG ISHARES TR906.1K sharesnew addition2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS241.1K shares146.22%2026-03-312026-04-21

VB VANGUARD INDEX FDS72.7K shares460.45%2026-03-312026-04-21

IBTH ISHARES TR813.0K sharesnew addition2026-03-312026-04-21

BND VANGUARD BD INDEX FDS240.3K shares261.50%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL35.6K shares35.67%2026-03-312026-04-21

IBTI ISHARES TR755.8K sharesnew addition2026-03-312026-04-21

Sponsored

IBD NORTHERN LTS FD TR IV663.9K shares3.91%2026-03-312026-04-21

BSV VANGUARD BD INDEX FDS193.1K shares96.15%2026-03-312026-04-21

FBND FIDELITY MERRIMACK STR TR297.8K sharesnew addition2026-03-312026-04-21

VTI VANGUARD INDEX FDS42.0K shares1.60%2026-03-312026-04-21

VCIT VANGUARD SCOTTSDALE FDS160.2K shares36.89%2026-03-312026-04-21

SPSM SPDR SERIES TRUST274.3K sharesnew addition2026-03-312026-04-21

VFLO VICTORY PORTFOLIOS II330.9K shares68.45%2026-03-312026-04-21

MSFT MICROSOFT CORP31.3K shares67.12%2026-03-312026-04-21

Sponsored

VMBS VANGUARD SCOTTSDALE FDS217.4K shares3.28%2026-03-312026-04-21

SCHP SCHWAB STRATEGIC TR374.4K shares47.05%2026-03-312026-04-21

CAT CATERPILLAR INC14.0K shares349.66%2026-03-312026-04-21

GLD SPDR GOLD TR22.7K shares18.95%2026-03-312026-04-21

SPEM SPDR INDEX SHS FDS195.2K sharesnew addition2026-03-312026-04-21

OWNS TIDAL TRUST III502.5K shares20.72%2026-03-312026-04-21

VO VANGUARD INDEX FDS30.1K shares19.13%2026-03-312026-04-21

AMZN AMAZON COM INC40.4K shares41.57%2026-03-312026-04-21

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ALPHABET INC ALPHABET INC28.6K shares50.64%2026-03-312026-04-21

CLOI VANECK ETF TRUST151.6K shares13.52%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS52.9K shares694.02%2026-03-312026-04-21

SPAB SPDR SERIES TRUST305.4K sharesnew addition2026-03-312026-04-21

CGGO CAPITAL GROUP GBL GROWTH EQT228.5K sharesnew addition2026-03-312026-04-21

HYBL SSGA ACTIVE TR266.1K shares10.30%2026-03-312026-04-21

ACWI ISHARES TR49.5K sharesnew addition2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T10.4K shares14.79%2026-03-312026-04-21

Sponsored

GLRY NORTHERN LTS FD TR IV173.2K shares6.74%2026-03-312026-04-21

TPSC TIMOTHY PLAN151.0K shares7.70%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR251.5K shares10.81%2026-03-312026-04-21

VUG VANGUARD INDEX FDS14.2K shares26.84%2026-03-312026-04-21

VTV VANGUARD INDEX FDS31.2K shares50.74%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO20.7K shares135.15%2026-03-312026-04-21

GVI ISHARES TR56.9K sharesnew addition2026-03-312026-04-21

VV VANGUARD INDEX FDS20.2K shares1939.05%2026-03-312026-04-21

Sponsored

SCHM SCHWAB STRATEGIC TR192.1K shares3.00%2026-03-312026-04-21

BLES NORTHERN LTS FD TR IV129.9K shares-4.44%2026-03-312026-04-21

TSLA TESLA INC15.4K shares18.33%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR230.4K shares-7.76%2026-03-312026-04-21

FPX FIRST TR EXCHANGE-TRADED FD35.9K shares-0.62%2026-03-312026-04-21

BIBL NORTHERN LTS FD TR IV120.7K shares15.11%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS26.3K shares268.26%2026-03-312026-04-21

VBK VANGUARD INDEX FDS17.6K shares21.24%2026-03-312026-04-21

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD46.0K shares96.56%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR179.2K shares9.57%2026-03-312026-04-21

SCHV SCHWAB STRATEGIC TR163.7K shares13.55%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS77.0K shares94.70%2026-03-312026-04-21

GDX VANECK ETF TRUST52.7K shares-3.16%2026-03-312026-04-21

PWB INVESCO EXCHANGE TRADED FD T36.4K shares-1.19%2026-03-312026-04-21

RWO SPDR INDEX SHS FDS95.3K shares0.02%2026-03-312026-04-21

LLY ELI LILLY & CO4.7K shares9.55%2026-03-312026-04-21

Sponsored

COST COSTCO WHOLESALE CORPORATION4.3K shares21.31%2026-03-312026-04-21

BOND PIMCO ETF TR46.2K shares627.66%2026-03-312026-04-21

TCHP T ROWE PRICE ETF INC92.2K shares0.11%2026-03-312026-04-21

PG PROCTER & GAMBLE CO27.6K shares43.24%2026-03-312026-04-21

SOVF ELEVATION SERIES TRUST142.5K shares11.78%2026-03-312026-04-21

XOM EXXON MOBIL CORP22.4K shares50.78%2026-03-312026-04-21

FRME FIRST MERCHANTS CORP95.3K shares-29.94%2026-03-312026-04-21

BSMQ INVESCO EXCH TRD SLF IDX FD155.4K sharesnew addition2026-03-312026-04-21

Sponsored

SCHD SCHWAB STRATEGIC TR117.3K shares98.93%2026-03-312026-04-21

TPHD TIMOTHY PLAN82.3K shares6.27%2026-03-312026-04-21

ALPHABET INC ALPHABET INC11.9K shares35.70%2026-03-312026-04-21

CGMS CAPITAL GRP FIXED INCM ETF T123.1K shares14.24%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD71.1K shares-1.85%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON13.3K shares64.84%2026-03-312026-04-21

STRATEGY SHS STRATEGY SHS133.1K shares11.14%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR5.4K shares34.26%2026-03-312026-04-21

Sponsored

IEMG ISHARES INC44.0K shares7.79%2026-03-312026-04-21

IDEV ISHARES TR36.3K shares10.29%2026-03-312026-04-21

VNQ VANGUARD INDEX FDS33.9K shares103.06%2026-03-312026-04-21

JPIB J P MORGAN EXCHANGE TRADED F62.6K shares0.18%2026-03-312026-04-21

WMT WALMART INC23.3K shares30.06%2026-03-312026-04-21

IGV ISHARES TR36.1K shares112.26%2026-03-312026-04-21

WIP SPDR SERIES TRUST72.5K sharesnew addition2026-03-312026-04-21

IVV ISHARES TR4.4K shares100.18%2026-03-312026-04-21

Sponsored

HGER HARBOR ETF TRUST91.9K shares28.14%2026-03-312026-04-21

ABBV ABBVIE INC12.6K shares44.15%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR20.4K shares346.76%2026-03-312026-04-21

BROADCOM INC BROADCOM INC8.6K shares32.22%2026-03-312026-04-21

VBR VANGUARD INDEX FDS12.1K shares52.90%2026-03-312026-04-21

SCHZ SCHWAB STRATEGIC TR112.3K shares0.58%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD27.8K shares16.19%2026-03-312026-04-21

PLD PROLOGIS INC.18.9K shares20.24%2026-03-312026-04-21

Sponsored

FDLS NORTHERN LTS FD TR IV65.2K shares-2.56%2026-03-312026-04-21

EEMA ISHARES INC24.9K shares-1.12%2026-03-312026-04-21

EDIV SPDR INDEX SHS FDS60.0K shares-0.76%2026-03-312026-04-21

CVX CHEVRON CORPORATION11.3K shares3.93%2026-03-312026-04-21

SPTM SPDR SERIES TRUST29.0K sharesnew addition2026-03-312026-04-21

IWV ISHARES TR6.2K shares-0.11%2026-03-312026-04-21

AFLG FIRST TR EXCHNG TRADED FD VI59.3K shares22.17%2026-03-312026-04-21

IDV ISHARES TR53.2K shares-1.28%2026-03-312026-04-21

Sponsored

SCHO SCHWAB STRATEGIC TR91.9K shares23.52%2026-03-312026-04-21

OTTR OTTER TAIL CORP25.0K sharesnew addition2026-03-312026-04-21

ASML ASML HLDG NV1.7K shares5.67%2026-03-312026-04-21

COHERENT CORP COHERENT CORP9.0K shares-12.63%2026-03-312026-04-21

V VISA INC7.1K shares34.97%2026-03-312026-04-21

IBIT ISHARES BITCOIN TRUST ETF54.6K shares106.86%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS41.4K shares228.01%2026-03-312026-04-21

VOT VANGUARD INDEX FDS7.9K shares15.27%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC6.2K shares61.73%2026-03-312026-04-21

TAXF AMERICAN CENTY ETF TR38.9K shares6.13%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD28.2K shares-14.38%2026-03-312026-04-21

FTA FIRST TR EXCHANGE-TRADED ALP20.6K shares-7.16%2026-03-312026-04-21

FTGS FIRST TR EXCHANGE-TRADED FD55.7K shares1.66%2026-03-312026-04-21

BAC BANK AMERICA CORP38.3K shares44.69%2026-03-312026-04-21

ESUM STRATEGY SHS70.9K shares10.78%2026-03-312026-04-21

PYLD PIMCO ETF TR69.8K sharesnew addition2026-03-312026-04-21

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE42.8K shares-2.07%2026-03-312026-04-21

QTEC FIRST TR EXCHANGE-TRADED FD8.4K shares5.46%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC14.7K shares81.39%2026-03-312026-04-21

DE DEERE & CO3.1K sharesnew addition2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC5.1K shares200.59%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO6.8K shares-4.34%2026-03-312026-04-21

CMI CUMMINS INC3.2K shares0.06%2026-03-312026-04-21

WFC WELLS FARGO & CO21.3K shares78.74%2026-03-312026-04-21

Sponsored

CLCV CROSSMARK ETF TRUST63.9K shares52.60%2026-03-312026-04-21

BNDX VANGUARD CHARLOTTE FDS35.2K shares15.07%2026-03-312026-04-21

SLV ISHARES SILVER TR24.6K shares457.34%2026-03-312026-04-21

SPYG SPDR SERIES TRUST17.0K shares515.10%2026-03-312026-04-21

MKL MARKEL GROUP INC870 sharesnew addition2026-03-312026-04-21

IGF ISHARES TR24.8K sharesnew addition2026-03-312026-04-21

SPYV SPDR SERIES TRUST29.3K sharesnew addition2026-03-312026-04-21

FEOE RBB FUND TRUST31.9K shares13.13%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES INC7.8K shares24.58%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC15.5K shares-4.91%2026-03-312026-04-21

CGCP CAPITAL GRP FIXED INCM ETF T67.4K sharesnew addition2026-03-312026-04-21

FDT FIRST TR EXCH TRD ALPHDX FD17.3K shares-30.97%2026-03-312026-04-21

MA MASTERCARD INCORPORATED3.0K shares56.62%2026-03-312026-04-21

VYMI VANGUARD WHITEHALL FDS15.7K shares52.81%2026-03-312026-04-21

META META PLATFORMS INC2.6K shares68.70%2026-03-312026-04-21

VGT VANGUARD WORLD FD2.1K shares1.06%2026-03-312026-04-21

Sponsored

USB US BANCORP27.9K shares21.67%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F26.7K shares17.77%2026-03-312026-04-21

MUB ISHARES TR13.5K shares41.82%2026-03-312026-04-21

FEM FIRST TR EXCH TRD ALPHDX FD47.9K shares23.84%2026-03-312026-04-21

VIOO VANGUARD ADMIRAL FDS INC12.5K shares-4.70%2026-03-312026-04-21

FDVV FIDELITY COVINGTON TRUST25.8K shares27.55%2026-03-312026-04-21

GSG ISHARES S&P GSCI COMMODITY-43.6K sharesnew addition2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR9.5K shares291.51%2026-03-312026-04-21

Sponsored

XLI SELECT SECTOR SPDR TR8.4K shares275.38%2026-03-312026-04-21

WM WASTE MGMT INC DEL5.9K shares369.52%2026-03-312026-04-21

PSLV SPROTT ASSET MANAGEMENT LP55.6K shares1.29%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC4.9K shares13.83%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR45.5K shares-6.50%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.5K shares65.80%2026-03-312026-04-21

RTX RTX CORPORATION6.8K shares216.06%2026-03-312026-04-21

AGG ISHARES TR13.2K shares171.57%2026-03-312026-04-21

Sponsored

T AT&T INC44.4K shares11.42%2026-03-312026-04-21

TCAF T ROWE PRICE ETF INC36.0K shares-2.02%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC8.0K shares32.61%2026-03-312026-04-21

SDVY FIRST TR EXCHANGE TRADED FD32.3K shares30.81%2026-03-312026-04-21

VEU VANGUARD INTL EQUITY INDEX F16.8K shares17.77%2026-03-312026-04-21

MINN TRUST FOR PROFESSIONAL MANAG56.9K shares6.71%2026-03-312026-04-21

FLR FLUOR CORP26.8K shares-5.10%2026-03-312026-04-21

MCD MCDONALDS CORP4.0K shares71.43%2026-03-312026-04-21

Sponsored

ORCL ORACLE CORP8.3K shares110.47%2026-03-312026-04-21

SEIE SEI EXCHANGE TRADED FUNDS37.5K shares-5.31%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC3.6K shares43.06%2026-03-312026-04-21

NUKZ EXCHANGE TRADED CONCEPTS TRU17.9K shares25.55%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9.0K shares75.36%2026-03-312026-04-21

FUTY FIDELITY COVINGTON TRUST19.9K shares4.75%2026-03-312026-04-21

FXH FIRST TR EXCHANGE-TRADED FD10.6K shares2.42%2026-03-312026-04-21

TFLR T ROWE PRICE ETF INC23.1K shares-4.66%2026-03-312026-04-21

Sponsored

JPST J P MORGAN EXCHANGE TRADED F22.9K shares63.90%2026-03-312026-04-21

BIL SPDR SERIES TRUST12.6K shares111.99%2026-03-312026-04-21

TIP ISHARES TR10.3K sharesnew addition2026-03-312026-04-21

FTEC FIDELITY COVINGTON TRUST5.5K shares11.21%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI33.6K shares8.60%2026-03-312026-04-21

GNR SPDR INDEX SHS FDS15.2K sharesnew addition2026-03-312026-04-21

FLOT ISHARES TR22.2K sharesnew addition2026-03-312026-04-21

FDX FEDEX CORP3.2K shares85.93%2026-03-312026-04-21

Sponsored

VSGX VANGUARD WORLD FD15.6K shares45.41%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR24.4K sharesnew addition2026-03-312026-04-21

GEV GE VERNOVA INC1.3K shares41.64%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS4.6K shares17.21%2026-03-312026-04-21

AMGN AMGEN INC3.1K shares13.32%2026-03-312026-04-21

SO SOUTHERN CO11.4K shares26.07%2026-03-312026-04-21

KO COCA COLA CO14.4K shares76.30%2026-03-312026-04-21

HMOP HARTFORD FDS EXCHANGE TRADED28.2K shares11.42%2026-03-312026-04-21

Sponsored

PLTR PALANTIR TECHNOLOGIES INC7.4K shares49.59%2026-03-312026-04-21

STLD STEEL DYNAMICS INC6.0K shares108.54%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD17.3K shares4.25%2026-03-312026-04-21

INDA ISHARES TR23.1K shares10.47%2026-03-312026-04-21

HII HUNTINGTON INGALLS INDS INC2.8K shares-5.10%2026-03-312026-04-21

PFE PFIZER INC38.4K shares160.29%2026-03-312026-04-21

CSCO CISCO SYS INC13.7K shares19.81%2026-03-312026-04-21

BDVL BLACKROCK ETF TRUST42.6K shares0.00%2026-03-312026-04-21

Sponsored

TPLC TIMOTHY PLAN22.4K shares0.66%2026-03-312026-04-21

CLCG CROSSMARK ETF TRUST42.6K shares32.06%2026-03-312026-04-21

IJH ISHARES TR15.3K shares47.96%2026-03-312026-04-21

FXN FIRST TR EXCHANGE-TRADED FD46.0K shares1.86%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP3.8K sharesnew addition2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP4.8K shares44.31%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC2.2K shares487.70%2026-03-312026-04-21

OEF ISHARES TR27.5K shares212.90%2026-03-312026-04-21

Sponsored

DBP INVESCO DB MULTI-SECTOR COMM9.1K shares24.45%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP1.6K shares28.93%2026-03-312026-04-21

SMH VANECK ETF TRUST2.6K shares-4.31%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR11.0K shares6.77%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO16.0K shares27.21%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 401.6K shares124.89%2026-03-312026-04-21

TJX TJX COS INC NEW6.1K shares16.72%2026-03-312026-04-21

DWM WISDOMTREE TR13.8K shares7.65%2026-03-312026-04-21

Sponsored

SCHC SCHWAB STRATEGIC TR20.5K shares-0.47%2026-03-312026-04-21

FEP FIRST TR EXCH TRD ALPHDX FD17.5K shares-4.62%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC18.9K shares50.67%2026-03-312026-04-21

NEE NEXTERA ENERGY INC10.2K shares15.63%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR11.4K sharesnew addition2026-03-312026-04-21

FENY FIDELITY COVINGTON TRUST27.5K shares0.04%2026-03-312026-04-21

BDYN BLACKROCK ETF TRUST38.4K shares0.00%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC2.6K shares313.33%2026-03-312026-04-21

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HCA HCA HEALTHCARE INC2.0K sharesnew addition2026-03-312026-04-21

SPGP INVESCO EXCHANGE TRADED FD T8.6K shares4.03%2026-03-312026-04-21

PEP PEPSICO INC6.0K shares91.08%2026-03-312026-04-21

FJP FIRST TR EXCH TRD ALPHDX FD12.7K shares-7.04%2026-03-312026-04-21

WPM WHEATON PRECIOUS METALS CORP7.0K shares0.23%2026-03-312026-04-21

LVHI LEGG MASON ETF INVT22.5K shares-4.37%2026-03-312026-04-21

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F81.5K sharesnew addition2026-03-312026-04-21

GCC WISDOMTREE TR37.6K shares3.47%2026-03-312026-04-21

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APP APPLOVIN CORP2.3K shares232.11%2026-03-312026-04-21

CWB SPDR SERIES TRUST9.7K shares-1.36%2026-03-312026-04-21

MPC MARATHON PETE CORP3.6K shares1.88%2026-03-312026-04-21

GM GENERAL MTRS CO11.9K shares5.18%2026-03-312026-04-21

SHLD GLOBAL X FDS12.5K shares5.84%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE3.0K shares140.19%2026-03-312026-04-21

LOW LOWES COS INC3.6K shares241.69%2026-03-312026-04-21

SCHE SCHWAB STRATEGIC TR26.1K shares0.13%2026-03-312026-04-21

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FSTA FIDELITY COVINGTON TRUST16.3K shares6.29%2026-03-312026-04-21

DGRW WISDOMTREE TR9.6K shares3.91%2026-03-312026-04-21

ABT ABBOTT LABORATORIES8.2K shares25.55%2026-03-312026-04-21

ILF ISHARES TR23.5K shares-2.29%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO2.7K shares12.93%2026-03-312026-04-21

COP CONOCOPHILLIPS6.2K shares30.81%2026-03-312026-04-21

VLO VALERO ENERGY CORP3.3K shares-0.55%2026-03-312026-04-21

CGMM CAPITAL GROUP EQUITY ETF TR27.5K shares25.39%2026-03-312026-04-21

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VPU VANGUARD WORLD FD4.1K shares13.29%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR13.2K shares145.15%2026-03-312026-04-21

SCZ ISHARES TR10.3K sharesnew addition2026-03-312026-04-21

BA BOEING CO4.0K shares46.07%2026-03-312026-04-21

SCHR SCHWAB STRATEGIC TR31.8K shares4.45%2026-03-312026-04-21

XEL XCEL ENERGY INC9.9K shares27.09%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC4.8K shares154.90%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC1.9K shares29.29%2026-03-312026-04-21

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FIX COMFORT SYS USA INC563 sharesnew addition2026-03-312026-04-21

FMAT FIDELITY COVINGTON TRUST13.5K shares5.67%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC5.9K sharesnew addition2026-03-312026-04-21

NVT NVENT ELEC PLC6.5K shares99.63%2026-03-312026-04-21

USFR WISDOMTREE TR15.3K shares10.16%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares194.34%2026-03-312026-04-21

MCK MCKESSON CORP880 shares89.66%2026-03-312026-04-21

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SCHW SCHWAB CHARLES CORP8.0K shares93.11%2026-03-312026-04-21

BSMR INVESCO EXCH TRD SLF IDX FD31.7K sharesnew addition2026-03-312026-04-21

ONB OLD NATL BANCORP IND33.8K sharesnew addition2026-03-312026-04-21

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FTCB FIRST TR EXCHANGE-TRADED FD35.2K shares9.57%2026-03-312026-04-21

F FORD MTR CO60.8K shares85.94%2026-03-312026-04-21

QCOM QUALCOMM INC5.4K shares30.21%2026-03-312026-04-21

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FLEX FLEXTRONICS INTL LTD10.5K shares-2.74%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR13.9K shares33.54%2026-03-312026-04-21

IWM ISHARES TR2.7K shares44.80%2026-03-312026-04-21

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NUE NUCOR CORP4.0K shares-17.96%2026-03-312026-04-21

EIX EDISON INTL9.2K shares1.98%2026-03-312026-04-21

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SPYD SPDR SERIES TRUST14.6K sharesnew addition2026-03-312026-04-21

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CMCSA COMCAST CORP NEW22.6K shares33.27%2026-03-312026-04-21

PPTY ETF SER SOLUTIONS21.5K shares-27.74%2026-03-312026-04-21

AIQ GLOBAL X FDS13.8K shares8.83%2026-03-312026-04-21

GLDM WORLD GOLD TR6.8K shares41.04%2026-03-312026-04-21

UNP UNION PAC CORP2.6K shares76.78%2026-03-312026-04-21

IEFA ISHARES TR6.9K shares3.16%2026-03-312026-04-21

ETR ENTERGY CORP NEW5.6K shares21.93%2026-03-312026-04-21

PCY INVESCO EXCH TRADED FD TR II29.7K sharesnew addition2026-03-312026-04-21

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IOO ISHARES TR5.1K shares-1.78%2026-03-312026-04-21

VTEB VANGUARD MUN BD FDS12.4K shares10.04%2026-03-312026-04-21

EVTR MORGAN STANLEY ETF TRUST12.1K shares3.81%2026-03-312026-04-21

DLR DIGITAL RLTY TR INC3.4K shares-43.74%2026-03-312026-04-21

KLAC KLA CORP408 shares4.08%2026-03-312026-04-21

BOXX EA SERIES TRUST5.1K shares-15.87%2026-03-312026-04-21

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PICK ISHARES INC10.4K shares11.10%2026-03-312026-04-21

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THE CIGNA GROUP THE CIGNA GROUP2.2K shares68.70%2026-03-312026-04-21

KEY KEYCORP29.5K shares-1.64%2026-03-312026-04-21

TIGO MILLICOM INTL CELLULAR S A7.9K shares-21.92%2026-03-312026-04-21

ADBE ADOBE INC2.4K shares32.14%2026-03-312026-04-21

VSS VANGUARD INTL EQUITY INDEX F4.0K shares-4.09%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO1.8K sharesnew addition2026-03-312026-04-21

DBEF DBX ETF TR11.7K shares0.38%2026-03-312026-04-21

PSX PHILLIPS 663.2K sharesnew addition2026-03-312026-04-21

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AMAT APPLIED MATLS INC1.7K shares30.00%2026-03-312026-04-21

PHYS SPROTT ASSET MANAGEMENT LP16.2K shares2.86%2026-03-312026-04-21

HYMB SPDR SERIES TRUST23.0K shares2.67%2026-03-312026-04-21

AVUV AMERICAN CENTY ETF TR5.2K shares-6.67%2026-03-312026-04-21

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NFLX NETFLIX INC.5.8K shares24.11%2026-03-312026-04-21

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JGRW TRUST FOR PROFESSIONAL MANAG22.6K shares-8.99%2026-03-312026-04-21

MMM 3M CO3.8K shares61.12%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC4.8K sharesnew addition2026-03-312026-04-21

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NSC NORFOLK SOUTHN CORP1.9K shares72.68%2026-03-312026-04-21

EMR EMERSON ELEC CO4.1K sharesnew addition2026-03-312026-04-21

PKB INVESCO EXCHANGE TRADED FD T5.5K shares14.39%2026-03-312026-04-21

GNRC GENERAC HLDGS INC2.7K shares19.96%2026-03-312026-04-21

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LQD ISHARES TR4.9K shares-1.07%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC2.6K sharesnew addition2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC2.7K sharesnew addition2026-03-312026-04-21

ADI ANALOG DEVICES INC1.7K shares44.06%2026-03-312026-04-21

CAH CARDINAL HEALTH INC2.5K sharesnew addition2026-03-312026-04-21

DBB INVESCO DB MULTI-SECTOR COMM22.2K shares3.16%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC4.5K shares17.26%2026-03-312026-04-21

VWOB VANGUARD WHITEHALL FDS7.9K shares10.44%2026-03-312026-04-21

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BKNG BOOKING HOLDINGS INC123 shares8.85%2026-03-312026-04-21

WCN WASTE CONNECTIONS INC3.1K sharesnew addition2026-03-312026-04-21

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SHEL SHELL PLC5.5K sharesnew addition2026-03-312026-04-21

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CRM SALESFORCE INC2.7K shares11.47%2026-03-312026-04-21

HON HONEYWELL INTL INC2.2K shares32.60%2026-03-312026-04-21

FMHI FIRST TR EXCH TRADED FD III10.6K shares9.26%2026-03-312026-04-21

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JCI JOHNSON CONTROLS INTERNATION3.8K sharesnew addition2026-03-312026-04-21

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UBND VICTORY PORTFOLIOS II22.7K sharesnew addition2026-03-312026-04-21

LINDE PLC LINDE PLC993 sharesnew addition2026-03-312026-04-21

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SPHY SPDR SERIES TRUST21.1K shares47.87%2026-03-312026-04-21

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HEI HEICO CORP NEW1.8K shares14.62%2026-03-312026-04-21

CVS CVS HEALTH CORP6.8K shares45.74%2026-03-312026-04-21

IJR ISHARES TR3.9K shares18.36%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC4.0K shares88.25%2026-03-312026-04-21

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UYLD ANGEL OAK FUNDS TRUST9.3K sharesnew addition2026-03-312026-04-21

FAST FASTENAL CO10.1K shares53.32%2026-03-312026-04-21

ISTB ISHARES TR9.7K sharesnew addition2026-03-312026-04-21

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ADP AUTOMATIC DATA PROCESSING IN2.3K shares19.45%2026-03-312026-04-21

FBTC FIDELITY WISE ORIGIN BITCOIN7.9K shares-40.94%2026-03-312026-04-21

ICVT ISHARES TR4.5K shares-0.90%2026-03-312026-04-21

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EFA ISHARES TR4.7K sharesnew addition2026-03-312026-04-21

CTVA CORTEVA INC5.4K sharesnew addition2026-03-312026-04-21

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EPD ENTERPRISE PRODS PARTNERS L11.8K shares28.44%2026-03-312026-04-21

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FFLC FIDELITY COVINGTON TRUST8.5K shares-0.86%2026-03-312026-04-21

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DLN WISDOMTREE TR4.8K sharesnew addition2026-03-312026-04-21

BP BP PLC9.1K sharesnew addition2026-03-312026-04-21

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FTXO FIRST TR EXCHANGE TRADED FD11.7K shares-3.98%2026-03-312026-04-21

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WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.6K shares44.36%2026-03-312026-04-21

TMUS T-MOBILE US INC2.0K shares-27.90%2026-03-312026-04-21

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ODFL OLD DOMINION FREIGHT LINE IN2.1K shares-8.42%2026-03-312026-04-21

DGRO ISHARES TR5.9K sharesnew addition2026-03-312026-04-21

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CRWD CROWDSTRIKE HLDGS INC1.0K shares12.03%2026-03-312026-04-21

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MS MORGAN STANLEY2.4K shares39.09%2026-03-312026-04-21

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QUAL ISHARES TR2.1K shares23.80%2026-03-312026-04-21

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CGBL CAPITAL GROUP CORE BALANCED11.5K shares48.17%2026-03-312026-04-21

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IUSG ISHARES TR2.5K shares15.11%2026-03-312026-04-21

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ITB ISHARES TR4.3K shares19.91%2026-03-312026-04-21

SRVR PACER FDS TR12.5K sharesnew addition2026-03-312026-04-21

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GSK PLC GSK PLC6.9K shares47.27%2026-03-312026-04-21

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VT VANGUARD INTL EQUITY INDEX F2.7K sharesnew addition2026-03-312026-04-21

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NLR VANECK ETF TRUST2.8K shares58.55%2026-03-312026-04-21

FXU FIRST TR EXCHANGE-TRADED FD7.5K shares3.35%2026-03-312026-04-21

IWR ISHARES TR3.8K shares38.10%2026-03-312026-04-21

MBSF VALUED ADVISERS TR14.5K sharesnew addition2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC435 shares89.96%2026-03-312026-04-21

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FHLC FIDELITY COVINGTON TRUST5.2K shares-0.72%2026-03-312026-04-21

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OXY OCCIDENTAL PETE CORP5.5K sharesnew addition2026-03-312026-04-21

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CGGR CAPITAL GROUP GROWTH ETF8.9K shares16.34%2026-03-312026-04-21

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MDYG SPDR SERIES TRUST3.7K sharesnew addition2026-03-312026-04-21

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SCHH SCHWAB STRATEGIC TR16.6K shares-24.28%2026-03-312026-04-21

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CINF CINCINNATI FINL CORP2.2K sharesnew addition2026-03-312026-04-21

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VIDI ETF SER SOLUTIONS9.5K sharesnew addition2026-03-312026-04-21

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IEUR ISHARES TR4.8K shares0.00%2026-03-312026-04-21

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DFAU DIMENSIONAL ETF TRUST7.2K shares0.00%2026-03-312026-04-21

RWJ INVESCO EXCH TRADED FD TR II6.3K shares1.02%2026-03-312026-04-21

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PUTNAM ETF TRUST PUTNAM ETF TRUST27.8K shares-0.09%2026-03-312026-04-21

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ESI ELEMENT SOLUTIONS INC9.3K sharesnew addition2026-03-312026-04-21

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WELL WELLTOWER INC1.6K sharesnew addition2026-03-312026-04-21

SHY ISHARES TR3.8K shares-0.70%2026-03-312026-04-21

SGOV ISHARES TR3.1K sharesnew addition2026-03-312026-04-21

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XLC SELECT SECTOR SPDR TR2.8K sharesnew addition2026-03-312026-04-21

ANGL VANECK ETF TRUST10.7K sharesnew addition2026-03-312026-04-21

USHY ISHARES TR8.3K sharesnew addition2026-03-312026-04-21

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EOG EOG RES INC2.1K sharesnew addition2026-03-312026-04-21

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CME CME GROUP INC1.0K shares2.85%2026-03-312026-04-21

ETHA ISHARES ETHEREUM TR18.9K shares10.48%2026-03-312026-04-21

FLXR TCW ETF TRUST7.6K sharesnew addition2026-03-312026-04-21

BKR BAKER HUGHES COMPANY4.9K sharesnew addition2026-03-312026-04-21

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NOW SERVICENOW INC2.8K shares45.57%2026-03-312026-04-21

CGHM CAPITAL GRP FIXED INCM ETF T11.4K shares0.89%2026-03-312026-04-21

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IVW ISHARES TR2.5K shares13.54%2026-03-312026-04-21

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TXN TEXAS INSTRS INC1.5K sharesnew addition2026-03-312026-04-21

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MSI MOTOROLA SOLUTIONS INC642 shares7.36%2026-03-312026-04-21

VIOV VANGUARD ADMIRAL FDS INC2.7K shares-7.23%2026-03-312026-04-21

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MBB ISHARES TR2.9K shares-25.54%2026-03-312026-04-21

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GLW CORNING INC2.0K sharesnew addition2026-03-312026-04-21

ITW ILLINOIS TOOL WKS INC1.1K sharesnew addition2026-03-312026-04-21

XMMO INVESCO EXCHANGE TRADED FD T1.9K shares2.72%2026-03-312026-04-21

EGP EASTGROUP PPTYS INC1.5K shares3.39%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC4.7K shares1.34%2026-03-312026-04-21

FFBC 1ST FINL BANCORP9.7K sharesnew addition2026-03-312026-04-21

FTAI AVIATION LTD FTAI AVIATION LTD1.1K shares-2.13%2026-03-312026-04-21

Sponsored

CGSD CAPITAL GRP FIXED INCM ETF T10.4K sharesnew addition2026-03-312026-04-21

TLH ISHARES TR2.6K shares18.37%2026-03-312026-04-21

TXT TEXTRON INC3.0K sharesnew addition2026-03-312026-04-21

ARKK ARK ETF TR3.9K shares3.36%2026-03-312026-04-21

TGT TARGET CORP2.2K sharesnew addition2026-03-312026-04-21

GH GUARDANT HEALTH INC2.9K shares1.16%2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC275 shares27.91%2026-03-312026-04-21

O REALTY INCOME CORP4.3K sharesnew addition2026-03-312026-04-21

Sponsored

VIOG VANGUARD ADMIRAL FDS INC2.1K shares0.00%2026-03-312026-04-21

OKLO OKLO INC5.3K sharesnew addition2026-03-312026-04-21

FMF FIRST TR EXCHANGE-TRADED FD5.2K shares2.26%2026-03-312026-04-21

GGG GRACO INC3.1K sharesnew addition2026-03-312026-04-21

OACP

UNIFIED SER TR

12.95%

Shares5.5M

Event2026-03-31

Filed2026-04-21

OAIM

UNIFIED SER TR

8.92%

Shares2.6M

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

622.75%

Shares179.5K

Event2026-03-31

Filed2026-04-21

OALC

UNIFIED SER TR

11.41%

Shares2.8M

Event2026-03-31

Filed2026-04-21

SPYM

SPDR SERIES TRUST

New

Shares1.0M

Event2026-03-31

Filed2026-04-21

PTL

NORTHERN LTS FD TR IV

178.05%

Shares285.1K

Event2026-03-31

Filed2026-04-21

OASC

UNIFIED SER TR

9.13%

Shares1.6M

Event2026-03-31

Filed2026-04-21

OAEM

UNIFIED SER TR

2.28%

Shares881.0K

Event2026-03-31

Filed2026-04-21

SPDW

SPDR INDEX SHS FDS

New

Shares708.4K

Event2026-03-31

Filed2026-04-21

ISMD

NORTHERN LTS FD TR IV

720.77%

Shares776.6K

Event2026-03-31

Filed2026-04-21

ELCV

STRATEGY SHS

-9.58%

Shares968.7K

Event2026-03-31

Filed2026-04-21

VGIT

VANGUARD SCOTTSDALE FDS

23.67%

Shares411.5K

Event2026-03-31

Filed2026-04-21

VXUS

VANGUARD STAR FDS

635.12%

Shares317.1K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

22.51%

Shares137.5K

Event2026-03-31

Filed2026-04-21

SPMD

SPDR SERIES TRUST

New

Shares386.1K

Event2026-03-31

Filed2026-04-21

WWJD

NORTHERN LTS FD TR IV

341.63%

Shares583.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

27.42%

Shares84.4K

Event2026-03-31

Filed2026-04-21

IBTG

ISHARES TR

New

Shares906.1K

Event2026-03-31

Filed2026-04-21

VCSH

VANGUARD SCOTTSDALE FDS

146.22%

Shares241.1K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

460.45%

Shares72.7K

Event2026-03-31

Filed2026-04-21

IBTH

ISHARES TR

New

Shares813.0K

Event2026-03-31

Filed2026-04-21

BND

VANGUARD BD INDEX FDS

261.50%

Shares240.3K

Event2026-03-31

Filed2026-04-21

BERKSHIRE HATHAWAY INC DEL

35.67%

Shares35.6K

Event2026-03-31

Filed2026-04-21

IBTI

ISHARES TR

New

Shares755.8K

Event2026-03-31

Filed2026-04-21

IBD

NORTHERN LTS FD TR IV

3.91%

Shares663.9K

Event2026-03-31

Filed2026-04-21

BSV

VANGUARD BD INDEX FDS

96.15%

Shares193.1K

Event2026-03-31

Filed2026-04-21

FBND

FIDELITY MERRIMACK STR TR

New

Shares297.8K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

1.60%

Shares42.0K

Event2026-03-31

Filed2026-04-21

VCIT

VANGUARD SCOTTSDALE FDS

36.89%

Shares160.2K

Event2026-03-31

Filed2026-04-21

SPSM

SPDR SERIES TRUST

New

Shares274.3K

Event2026-03-31

Filed2026-04-21

VFLO

VICTORY PORTFOLIOS II

68.45%

Shares330.9K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

67.12%

Shares31.3K

Event2026-03-31

Filed2026-04-21

VMBS

VANGUARD SCOTTSDALE FDS

3.28%

Shares217.4K

Event2026-03-31

Filed2026-04-21

SCHP

SCHWAB STRATEGIC TR

47.05%

Shares374.4K

Event2026-03-31

Filed2026-04-21

CAT

CATERPILLAR INC

349.66%

Shares14.0K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

18.95%

Shares22.7K

Event2026-03-31

Filed2026-04-21

SPEM

SPDR INDEX SHS FDS

New

Shares195.2K

Event2026-03-31

Filed2026-04-21

OWNS

TIDAL TRUST III

20.72%

Shares502.5K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

19.13%

Shares30.1K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

41.57%

Shares40.4K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

50.64%

Shares28.6K

Event2026-03-31

Filed2026-04-21

CLOI

VANECK ETF TRUST

13.52%

Shares151.6K

Event2026-03-31

Filed2026-04-21

VYM

VANGUARD WHITEHALL FDS

694.02%

Shares52.9K

Event2026-03-31

Filed2026-04-21

SPAB

SPDR SERIES TRUST

New

Shares305.4K

Event2026-03-31

Filed2026-04-21

CGGO

CAPITAL GROUP GBL GROWTH EQT

New

Shares228.5K

Event2026-03-31

Filed2026-04-21

HYBL

SSGA ACTIVE TR

10.30%

Shares266.1K

Event2026-03-31

Filed2026-04-21

ACWI

ISHARES TR

New

Shares49.5K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

14.79%

Shares10.4K

Event2026-03-31

Filed2026-04-21

GLRY

NORTHERN LTS FD TR IV

6.74%

Shares173.2K

Event2026-03-31

Filed2026-04-21

TPSC

TIMOTHY PLAN

7.70%

Shares151.0K

Event2026-03-31

Filed2026-04-21

SCHB

SCHWAB STRATEGIC TR

10.81%

Shares251.5K

Event2026-03-31

Filed2026-04-21

VUG

VANGUARD INDEX FDS

26.84%

Shares14.2K

Event2026-03-31

Filed2026-04-21

VTV

VANGUARD INDEX FDS

50.74%

Shares31.2K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

135.15%

Shares20.7K

Event2026-03-31

Filed2026-04-21

GVI

ISHARES TR

New

Shares56.9K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

1939.05%

Shares20.2K

Event2026-03-31

Filed2026-04-21

SCHM

SCHWAB STRATEGIC TR

3.00%

Shares192.1K

Event2026-03-31

Filed2026-04-21

BLES

NORTHERN LTS FD TR IV

-4.44%

Shares129.9K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

18.33%

Shares15.4K

Event2026-03-31

Filed2026-04-21

SCHF

SCHWAB STRATEGIC TR

-7.76%

Shares230.4K

Event2026-03-31

Filed2026-04-21

FPX

FIRST TR EXCHANGE-TRADED FD

-0.62%

Shares35.9K

Event2026-03-31

Filed2026-04-21

BIBL

NORTHERN LTS FD TR IV

15.11%

Shares120.7K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

268.26%

Shares26.3K

Event2026-03-31

Filed2026-04-21

VBK

VANGUARD INDEX FDS

21.24%

Shares17.6K

Event2026-03-31

Filed2026-04-21

FDL

FIRST TR EXCHANGE-TRADED FD

96.56%

Shares46.0K

Event2026-03-31

Filed2026-04-21

SCHG

SCHWAB STRATEGIC TR

9.57%

Shares179.2K

Event2026-03-31

Filed2026-04-21

SCHV

SCHWAB STRATEGIC TR

13.55%

Shares163.7K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

94.70%

Shares77.0K

Event2026-03-31

Filed2026-04-21

GDX

VANECK ETF TRUST

-3.16%

Shares52.7K

Event2026-03-31

Filed2026-04-21

PWB

INVESCO EXCHANGE TRADED FD T

-1.19%

Shares36.4K

Event2026-03-31

Filed2026-04-21

RWO

SPDR INDEX SHS FDS

0.02%

Shares95.3K

Event2026-03-31

Filed2026-04-21

LLY

ELI LILLY & CO

9.55%

Shares4.7K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORPORATION

21.31%

Shares4.3K

Event2026-03-31

Filed2026-04-21

BOND

PIMCO ETF TR

627.66%

Shares46.2K

Event2026-03-31

Filed2026-04-21

TCHP

T ROWE PRICE ETF INC

0.11%

Shares92.2K

Event2026-03-31

Filed2026-04-21

PROCTER & GAMBLE CO

43.24%

Shares27.6K

Event2026-03-31

Filed2026-04-21

SOVF

ELEVATION SERIES TRUST

11.78%

Shares142.5K

Event2026-03-31

Filed2026-04-21

XOM

EXXON MOBIL CORP

50.78%

Shares22.4K

Event2026-03-31

Filed2026-04-21

FRME

FIRST MERCHANTS CORP

-29.94%

Shares95.3K

Event2026-03-31

Filed2026-04-21

BSMQ

INVESCO EXCH TRD SLF IDX FD

New

Shares155.4K

Event2026-03-31

Filed2026-04-21

SCHD

SCHWAB STRATEGIC TR

98.93%

Shares117.3K

Event2026-03-31

Filed2026-04-21

TPHD

TIMOTHY PLAN

6.27%

Shares82.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

35.70%

Shares11.9K

Event2026-03-31

Filed2026-04-21

CGMS

CAPITAL GRP FIXED INCM ETF T

14.24%

Shares123.1K

Event2026-03-31

Filed2026-04-21

FVD

FIRST TR EXCHANGE-TRADED FD

-1.85%

Shares71.1K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

64.84%

Shares13.3K

Event2026-03-31

Filed2026-04-21

STRATEGY SHS

11.14%

Shares133.1K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

34.26%

Shares5.4K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

7.79%

Shares44.0K

Event2026-03-31

Filed2026-04-21

IDEV

ISHARES TR

10.29%

Shares36.3K

Event2026-03-31

Filed2026-04-21

VNQ

VANGUARD INDEX FDS

103.06%

Shares33.9K

Event2026-03-31

Filed2026-04-21

JPIB

J P MORGAN EXCHANGE TRADED F

0.18%

Shares62.6K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

30.06%

Shares23.3K

Event2026-03-31

Filed2026-04-21

IGV

ISHARES TR

112.26%

Shares36.1K

Event2026-03-31

Filed2026-04-21

WIP

SPDR SERIES TRUST

New

Shares72.5K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

100.18%

Shares4.4K

Event2026-03-31

Filed2026-04-21

HGER

HARBOR ETF TRUST

28.14%

Shares91.9K

Event2026-03-31

Filed2026-04-21

ABBV

ABBVIE INC

44.15%

Shares12.6K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

346.76%

Shares20.4K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

32.22%

Shares8.6K

Event2026-03-31

Filed2026-04-21

VBR

VANGUARD INDEX FDS

52.90%

Shares12.1K

Event2026-03-31

Filed2026-04-21

SCHZ

SCHWAB STRATEGIC TR

0.58%

Shares112.3K

Event2026-03-31

Filed2026-04-21

TDIV

FIRST TR EXCHANGE TRADED FD

16.19%

Shares27.8K

Event2026-03-31

Filed2026-04-21

PLD

PROLOGIS INC.

20.24%

Shares18.9K

Event2026-03-31

Filed2026-04-21

FDLS

NORTHERN LTS FD TR IV

-2.56%

Shares65.2K

Event2026-03-31

Filed2026-04-21

EEMA

ISHARES INC

-1.12%

Shares24.9K

Event2026-03-31

Filed2026-04-21

EDIV

SPDR INDEX SHS FDS

-0.76%

Shares60.0K

Event2026-03-31

Filed2026-04-21

CVX

CHEVRON CORPORATION

3.93%

Shares11.3K

Event2026-03-31

Filed2026-04-21

SPTM

SPDR SERIES TRUST

New

Shares29.0K

Event2026-03-31

Filed2026-04-21

IWV

ISHARES TR

-0.11%

Shares6.2K

Event2026-03-31

Filed2026-04-21

AFLG

FIRST TR EXCHNG TRADED FD VI

22.17%

Shares59.3K

Event2026-03-31

Filed2026-04-21

IDV

ISHARES TR

-1.28%

Shares53.2K

Event2026-03-31

Filed2026-04-21

SCHO

SCHWAB STRATEGIC TR

23.52%

Shares91.9K

Event2026-03-31

Filed2026-04-21

OTTR

OTTER TAIL CORP

New

Shares25.0K

Event2026-03-31

Filed2026-04-21

ASML

ASML HLDG NV

5.67%

Shares1.7K

Event2026-03-31

Filed2026-04-21

COHERENT CORP

-12.63%

Shares9.0K

Event2026-03-31

Filed2026-04-21

VISA INC

34.97%

Shares7.1K

Event2026-03-31

Filed2026-04-21

IBIT

ISHARES BITCOIN TRUST ETF

106.86%

Shares54.6K

Event2026-03-31

Filed2026-04-21

VTIP

VANGUARD MALVERN FDS

228.01%

Shares41.4K

Event2026-03-31

Filed2026-04-21

VOT

VANGUARD INDEX FDS

15.27%

Shares7.9K

Event2026-03-31

Filed2026-04-21

HOME DEPOT INC

61.73%

Shares6.2K

Event2026-03-31

Filed2026-04-21

TAXF

AMERICAN CENTY ETF TR

6.13%

Shares38.9K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

-14.38%

Shares28.2K

Event2026-03-31

Filed2026-04-21

FTA

FIRST TR EXCHANGE-TRADED ALP

-7.16%

Shares20.6K

Event2026-03-31

Filed2026-04-21

FTGS

FIRST TR EXCHANGE-TRADED FD

1.66%

Shares55.7K

Event2026-03-31

Filed2026-04-21

BAC

BANK AMERICA CORP

44.69%

Shares38.3K

Event2026-03-31

Filed2026-04-21

ESUM

STRATEGY SHS

10.78%

Shares70.9K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

New

Shares69.8K

Event2026-03-31

Filed2026-04-21

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.07%

Shares42.8K

Event2026-03-31

Filed2026-04-21

QTEC

FIRST TR EXCHANGE-TRADED FD

5.46%

Shares8.4K

Event2026-03-31

Filed2026-04-21

MERCK & CO INC

81.39%

Shares14.7K

Event2026-03-31

Filed2026-04-21

DEERE & CO

New

Shares3.1K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

200.59%

Shares5.1K

Event2026-03-31

Filed2026-04-21

VRT

VERTIV HOLDINGS CO

-4.34%

Shares6.8K

Event2026-03-31

Filed2026-04-21

CMI

CUMMINS INC

0.06%

Shares3.2K

Event2026-03-31

Filed2026-04-21

WFC

WELLS FARGO & CO

78.74%

Shares21.3K

Event2026-03-31

Filed2026-04-21

CLCV

CROSSMARK ETF TRUST

52.60%

Shares63.9K

Event2026-03-31

Filed2026-04-21

BNDX

VANGUARD CHARLOTTE FDS

15.07%

Shares35.2K

Event2026-03-31

Filed2026-04-21

SLV

ISHARES SILVER TR

457.34%

Shares24.6K

Event2026-03-31

Filed2026-04-21

SPYG

SPDR SERIES TRUST

515.10%

Shares17.0K

Event2026-03-31

Filed2026-04-21

MKL

MARKEL GROUP INC

New

Shares870

Event2026-03-31

Filed2026-04-21

IGF

ISHARES TR

New

Shares24.8K

Event2026-03-31

Filed2026-04-21

SPYV

SPDR SERIES TRUST

New

Shares29.3K

Event2026-03-31

Filed2026-04-21

FEOE

RBB FUND TRUST

13.13%

Shares31.9K

Event2026-03-31

Filed2026-04-21

AMD

ADVANCED MICRO DEVICES INC

24.58%

Shares7.8K

Event2026-03-31

Filed2026-04-21

MARVELL TECHNOLOGY INC

-4.91%

Shares15.5K

Event2026-03-31

Filed2026-04-21

CGCP

CAPITAL GRP FIXED INCM ETF T

New

Shares67.4K

Event2026-03-31

Filed2026-04-21

FDT

FIRST TR EXCH TRD ALPHDX FD

-30.97%

Shares17.3K

Event2026-03-31

Filed2026-04-21

MASTERCARD INCORPORATED

56.62%

Shares3.0K

Event2026-03-31

Filed2026-04-21

VYMI

VANGUARD WHITEHALL FDS

52.81%

Shares15.7K

Event2026-03-31

Filed2026-04-21