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

Currently, Outlook Wealth Advisors, LLC holds 310 types of securities in its portfolio with a total value $413.1M. In the most recent quarter, they have increased their positions in IJR (+68.2K shares, valued at $8.5M), EEM (+113.1K shares, valued at $6.4M), EFV (+73.7K shares, valued at $5.5M); decreased their positions in FMAR (-194.4K shares, valued at $9.4M), GSEP (-133.0K shares, valued at $5.1M), JANW (-119.0K shares, valued at $4.3M); initiated new positions in EEM (+113.1K shares, valued at $6.4M), EFV (+73.7K shares, valued at $5.5M), ISHG (+55.2K shares, valued at $4.1M).

1M P&L

+12.5M+3.25%

3M P&L

-1.6M-0.41%

HY P&L

+20.7M+5.51%

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/A284.1M

74.7%

2Semiconductors16.3M

4.3%

3Oil & Gas Integrated8.3M

2.2%

Top Industries by Stock Count

1N/A160 stocks

55.4%

2Semiconductors7 stocks

2.4%

3Software - Application6 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR28.0K shares-14.75%2026-03-312026-04-17

VTV VANGUARD INDEX FDS83.3K shares6.06%2026-03-312026-04-17

BSEP INNOVATOR ETFS TRUST318.0K shares-21.05%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR24.3K shares-8.82%2026-03-312026-04-17

NVDA NVIDIA CORPORATION73.9K shares-1.80%2026-03-312026-04-17

HYDB ISHARES TR247.3K shares-10.42%2026-03-312026-04-17

IDV ISHARES TR234.7K shares56.26%2026-03-312026-04-17

QSPT FIRST TR EXCHNG TRADED FD VI312.1K shares-18.14%2026-03-312026-04-17

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IJR ISHARES TR74.0K shares1187.87%2026-03-312026-04-17

IEFA ISHARES TR93.5K shares68.67%2026-03-312026-04-17

EMB ISHARES TR81.5K shares8.26%2026-03-312026-04-17

EEM ISHARES TR113.1K sharesnew addition2026-03-312026-04-17

AAPL APPLE INC23.5K shares1.34%2026-03-312026-04-17

IGSB ISHARES TR106.1K shares-9.32%2026-03-312026-04-17

EFV ISHARES TR73.7K sharesnew addition2026-03-312026-04-17

GSEP FIRST TR EXCHNG TRADED FD VI135.3K shares-49.58%2026-03-312026-04-17

Sponsored

XOM EXXON MOBIL CORP29.9K shares-9.93%2026-03-312026-04-17

JANW AIM ETF PRODUCTS TRUST117.6K shares-50.31%2026-03-312026-04-17

OCTW AIM ETF PRODUCTS TRUST107.0K shares-50.22%2026-03-312026-04-17

ISHG ISHARES TR55.2K sharesnew addition2026-03-312026-04-17

DECU AIM ETF PRODUCTS TRUST150.6K shares-50.21%2026-03-312026-04-17

MSFT MICROSOFT CORP10.4K shares-1.16%2026-03-312026-04-17

SEPW AIM ETF PRODUCTS TRUST117.5K shares-50.21%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T5.7K shares-15.30%2026-03-312026-04-17

Sponsored

QFLR INNOVATOR ETFS TRUST103.2K shares6.36%2026-03-312026-04-17

DECW AIM ETF PRODUCTS TRUST100.6K shares-50.42%2026-03-312026-04-17

CVX CHEVRON CORPORATION15.5K shares-0.46%2026-03-312026-04-17

ALPHABET INC ALPHABET INC11.0K shares0.65%2026-03-312026-04-17

NJUL INNOVATOR ETFS TRUST44.0K shares3.80%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON12.8K shares-0.23%2026-03-312026-04-17

PDEC INNOVATOR ETFS TRUST69.6K shares-37.21%2026-03-312026-04-17

FTXL FIRST TR EXCHANGE TRADED FD19.6K shares-2.04%2026-03-312026-04-17

Sponsored

VUG VANGUARD INDEX FDS6.4K shares-21.22%2026-03-312026-04-17

PPA INVESCO EXCHANGE TRADED FD T16.1K shares-1.50%2026-03-312026-04-17

NJAN INNOVATOR ETFS TRUST47.6K shares7.70%2026-03-312026-04-17

IGIB ISHARES TR45.3K sharesnew addition2026-03-312026-04-17

FFEB FIRST TR EXCHNG TRADED FD VI41.3K shares-1.21%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP10.4K shares-2.34%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.4K shares0.32%2026-03-312026-04-17

XLSR SSGA ACTIVE TR37.1K shares3.27%2026-03-312026-04-17

Sponsored

ISHARES GOLD TR ISHARES GOLD TR24.1K shares0.41%2026-03-312026-04-17

BROADCOM INC BROADCOM INC6.8K shares0.22%2026-03-312026-04-17

IYW ISHARES TR11.4K shares-0.77%2026-03-312026-04-17

BNDX VANGUARD CHARLOTTE FDS41.9K sharesnew addition2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS30.4K shares58.34%2026-03-312026-04-17

SPDW SPDR INDEX SHS FDS41.7K shares-10.63%2026-03-312026-04-17

NAPR INNOVATOR ETFS TRUST34.8K shares-10.26%2026-03-312026-04-17

PJUL INNOVATOR ETFS TRUST40.8K shares0.00%2026-03-312026-04-17

Sponsored

SPYM SPDR SERIES TRUST23.9K shares45.27%2026-03-312026-04-17

CPAI NORTHERN LTS FD TR III43.5K shares117.18%2026-03-312026-04-17

FLOT ISHARES TR35.0K shares-1.25%2026-03-312026-04-17

PJUN INNOVATOR ETFS TRUST40.7K shares6.43%2026-03-312026-04-17

JULU AIM ETF PRODUCTS TRUST58.5K shares-49.84%2026-03-312026-04-17

VTI VANGUARD INDEX FDS5.2K shares-0.44%2026-03-312026-04-17

ETV EATON VANCE TAX-MANAGED BUY-120.0K shares0.14%2026-03-312026-04-17

BSV VANGUARD BD INDEX FDS20.9K sharesnew addition2026-03-312026-04-17

Sponsored

FIW FIRST TR EXCHANGE-TRADED FD15.7K shares-0.78%2026-03-312026-04-17

PECO PHILLIPS EDISON & CO INC41.8K shares0.00%2026-03-312026-04-17

BRLN BLACKROCK ETF TRUST II30.5K shares2.08%2026-03-312026-04-17

ICVT ISHARES TR14.5K shares-1.39%2026-03-312026-04-17

IAK ISHARES TR11.5K shares-2.94%2026-03-312026-04-17

VOLT TEMA ETF TRUST41.8K shares-2.58%2026-03-312026-04-17

SPEM SPDR INDEX SHS FDS30.2K shares0.60%2026-03-312026-04-17

OCTJ INNOVATOR ETFS TRUST59.5K shares-1.10%2026-03-312026-04-17

Sponsored

GLD SPDR GOLD TR3.3K shares24.55%2026-03-312026-04-17

QDEC FIRST TR EXCHNG TRADED FD VI42.7K shares21.58%2026-03-312026-04-17

META META PLATFORMS INC2.3K shares-3.33%2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS15.6K shares-4.84%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO4.3K shares4.64%2026-03-312026-04-17

IYF ISHARES TR10.7K shares0.56%2026-03-312026-04-17

BJUN INNOVATOR ETFS TRUST27.0K shares6.71%2026-03-312026-04-17

VMBS VANGUARD SCOTTSDALE FDS26.1K sharesnew addition2026-03-312026-04-17

Sponsored

CSCO CISCO SYS INC15.5K shares-1.94%2026-03-312026-04-17

IGE ISHARES TR18.3K shares6.02%2026-03-312026-04-17

KDEC INNOVATOR ETFS TRUST44.3K shares60.57%2026-03-312026-04-17

V VISA INC3.7K shares-1.57%2026-03-312026-04-17

PBW INVESCO EXCHANGE TRADED FD T35.3K shares-1.20%2026-03-312026-04-17

JGH NUVEEN GLOBAL HIGH INCOME FD90.4K shares-1.71%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO4.4K shares-2.22%2026-03-312026-04-17

PSEP INNOVATOR ETFS TRUST25.3K shares-0.76%2026-03-312026-04-17

Sponsored

VUSB VANGUARD BD INDEX FDS21.8K shares-1.28%2026-03-312026-04-17

IYC ISHARES TR11.0K shares-0.77%2026-03-312026-04-17

OCTH INNOVATOR ETFS TRUST44.8K shares-0.48%2026-03-312026-04-17

PEJ INVESCO EXCHANGE TRADED FD T18.0K shares-1.06%2026-03-312026-04-17

PG PROCTER & GAMBLE CO7.1K shares0.18%2026-03-312026-04-17

BILZ PIMCO ETF TR10.1K shares-69.92%2026-03-312026-04-17

HON HONEYWELL INTL INC4.5K shares-0.51%2026-03-312026-04-17

WMT WALMART INC8.1K shares0.00%2026-03-312026-04-17

Sponsored

SIXO AIM ETF PRODUCTS TRUST29.7K shares-49.91%2026-03-312026-04-17

QBER ELEVATION SERIES TRUST41.4K shares-78.32%2026-03-312026-04-17

NXPI NXP SEMICONDUCTORS N V5.0K shares218.15%2026-03-312026-04-17

IAI ISHARES TR6.0K shares-2.93%2026-03-312026-04-17

TER TERADYNE INC3.3K shares-2.08%2026-03-312026-04-17

BK BANK NEW YORK MELLON CORP8.1K shares-5.48%2026-03-312026-04-17

HGER HARBOR ETF TRUST29.5K shares55.29%2026-03-312026-04-17

ITOT ISHARES TR6.4K shares3.44%2026-03-312026-04-17

Sponsored

TPR TAPESTRY INC6.4K shares-4.69%2026-03-312026-04-17

PDI PIMCO DYNAMIC INCOME FD52.7K shares-3.32%2026-03-312026-04-17

COP CONOCOPHILLIPS6.8K shares-8.89%2026-03-312026-04-17

RMD RESMED INC3.9K shares-2.01%2026-03-312026-04-17

HD HOME DEPOT INC2.6K shares-33.98%2026-03-312026-04-17

GGME INVESCO EXCHANGE TRADED FD T16.8K shares-3.23%2026-03-312026-04-17

JCI JOHNSON CONTROLS INTERNATION6.5K shares0.20%2026-03-312026-04-17

AMZN AMAZON COM INC4.1K shares4.71%2026-03-312026-04-17

Sponsored

SLB SLB LIMITED16.3K shares-3.39%2026-03-312026-04-17

ORCL ORACLE CORP5.7K shares424.58%2026-03-312026-04-17

SPGI S&P GLOBAL INC2.0K shares0.00%2026-03-312026-04-17

BMAY INNOVATOR ETFS TRUST18.3K shares0.00%2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR10.0K sharesnew addition2026-03-312026-04-17

ZTS ZOETIS INC6.8K shares-2.17%2026-03-312026-04-17

POCT INNOVATOR ETFS TRUST18.7K shares-0.02%2026-03-312026-04-17

T AT&T INC27.8K shares-2.70%2026-03-312026-04-17

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD4.9K shares7.04%2026-03-312026-04-17

HWM HOWMET AEROSPACE INC3.5K shares-4.64%2026-03-312026-04-17

PAPR INNOVATOR ETFS TRUST20.1K shares-14.49%2026-03-312026-04-17

BIV VANGUARD BD INDEX FDS10.3K shares0.45%2026-03-312026-04-17

VGT VANGUARD WORLD FD1.1K shares-48.01%2026-03-312026-04-17

TJX TJX COS INC NEW4.9K shares-3.09%2026-03-312026-04-17

PAUG INNOVATOR ETFS TRUST18.1K shares0.00%2026-03-312026-04-17

VNQ VANGUARD INDEX FDS8.6K shares51.19%2026-03-312026-04-17

Sponsored

BAPR INNOVATOR ETFS TRUST15.2K shares-19.00%2026-03-312026-04-17

BAC BANK AMERICA CORP15.0K shares-0.67%2026-03-312026-04-17

FANG DIAMONDBACK ENERGY INC3.7K shares-0.67%2026-03-312026-04-17

TXN TEXAS INSTRS INC3.8K shares0.00%2026-03-312026-04-17

NFLX NETFLIX INC.7.5K shares1.03%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC2.0K shares0.25%2026-03-312026-04-17

VB VANGUARD INDEX FDS2.7K shares-2.11%2026-03-312026-04-17

IJK ISHARES TR7.1K shares-7.61%2026-03-312026-04-17

Sponsored

MA MASTERCARD INCORPORATED1.4K shares-0.21%2026-03-312026-04-17

SPSM SPDR SERIES TRUST14.4K shares-19.26%2026-03-312026-04-17

FJAN FIRST TR EXCHNG TRADED FD VI13.7K sharesnew addition2026-03-312026-04-17

SYY SYSCO CORP9.6K shares-5.37%2026-03-312026-04-17

ALL ALLSTATE CORP3.3K shares-3.43%2026-03-312026-04-17

CERY SPDR SERIES TRUST19.3K shares37.92%2026-03-312026-04-17

FALN ISHARES TR25.4K shares-59.02%2026-03-312026-04-17

ARMK ARAMARK16.8K sharesnew addition2026-03-312026-04-17

Sponsored

PSLV SPROTT ASSET MANAGEMENT LP27.8K shares0.00%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.4K shares0.00%2026-03-312026-04-17

FLRN SPDR SERIES TRUST22.5K shares-14.99%2026-03-312026-04-17

THE CIGNA GROUP THE CIGNA GROUP2.5K shares-3.21%2026-03-312026-04-17

AMT AMERICAN TOWER CORP3.8K sharesnew addition2026-03-312026-04-17

OCTZ ELEVATION SERIES TRUST16.0K sharesnew addition2026-03-312026-04-17

ELEVATION SERIES TRUST ELEVATION SERIES TRUST17.8K shares-49.74%2026-03-312026-04-17

ONEZ ELEVATION SERIES TRUST26.1K shares-49.27%2026-03-312026-04-17

Sponsored

CRH PLC CRH PLC6.2K shares-3.09%2026-03-312026-04-17

ASML ASML HLDG NV493 shares-1.60%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO2.1K shares-1.88%2026-03-312026-04-17

BLV VANGUARD BD INDEX FDS9.4K shares2.97%2026-03-312026-04-17

BDEC INNOVATOR ETFS TRUST13.5K shares0.00%2026-03-312026-04-17

QMAR FIRST TR EXCHNG TRADED FD VI19.2K shares0.04%2026-03-312026-04-17

PHM PULTE GROUP INC5.4K shares-3.26%2026-03-312026-04-17

BJUL INNOVATOR ETFS TRUST12.7K shares0.00%2026-03-312026-04-17

Sponsored

IQV IQVIA HLDGS INC3.6K shares-3.03%2026-03-312026-04-17

DGRW WISDOMTREE TR7.1K shares-4.88%2026-03-312026-04-17

STERIS PLC STERIS PLC2.8K shares-3.26%2026-03-312026-04-17

SCCO SOUTHERN COPPER CORP3.5K shares1.38%2026-03-312026-04-17

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.0K shares-3.06%2026-03-312026-04-17

ILCG ISHARES TR6.0K shares0.00%2026-03-312026-04-17

LLY ELI LILLY & CO623 shares0.32%2026-03-312026-04-17

KLAC KLA CORP377 shares0.00%2026-03-312026-04-17

Sponsored

APH AMPHENOL CORP4.3K shares2.66%2026-03-312026-04-17

VGIT VANGUARD SCOTTSDALE FDS9.2K shares15.60%2026-03-312026-04-17

MPC MARATHON PETE CORP2.2K shares-1.78%2026-03-312026-04-17

POR PORTLAND GEN ELEC CO9.9K shares-3.10%2026-03-312026-04-17

PPL PPL CORP13.6K shares-2.69%2026-03-312026-04-17

GPC GENUINE PARTS CO4.9K shares-3.22%2026-03-312026-04-17

ROMO STRATEGY SHS16.3K shares46.39%2026-03-312026-04-17

PJAN INNOVATOR ETFS TRUST11.0K shares30.97%2026-03-312026-04-17

Sponsored

MPWR MONOLITHIC PWR SYS INC461 shares5.01%2026-03-312026-04-17

SPMD SPDR SERIES TRUST8.5K shares-4.49%2026-03-312026-04-17

FJUL FIRST TR EXCHNG TRADED FD VI9.2K shares0.00%2026-03-312026-04-17

TBIL RBB FD INC10.0K shares0.15%2026-03-312026-04-17

QTJL INNOVATOR ETFS TRUST12.9K shares-12.97%2026-03-312026-04-17

FISR SSGA ACTIVE TR19.1K shares121.34%2026-03-312026-04-17

GFI GOLD FIELDS LTD10.7K shares-1.16%2026-03-312026-04-17

ALV AUTOLIV INC4.6K shares-2.93%2026-03-312026-04-17

Sponsored

PMAY INNOVATOR ETFS TRUST11.9K shares-6.50%2026-03-312026-04-17

DAL DELTA AIR LINES INC7.1K sharesnew addition2026-03-312026-04-17

IDEC INNOVATOR ETFS TRUST14.4K sharesnew addition2026-03-312026-04-17

NEE NEXTERA ENERGY INC5.0K shares-1.89%2026-03-312026-04-17

CAPL CROSSAMERICA PARTNERS LP22.3K shares80.89%2026-03-312026-04-17

BFEB INNOVATOR ETFS TRUST9.6K shares-26.93%2026-03-312026-04-17

BAUG INNOVATOR ETFS TRUST9.4K shares-20.12%2026-03-312026-04-17

EPD ENTERPRISE PRODS PARTNERS L12.1K shares-0.54%2026-03-312026-04-17

Sponsored

XLK SELECT SECTOR SPDR TR3.4K shares0.00%2026-03-312026-04-17

NOCT INNOVATOR ETFS TRUST8.1K shares0.00%2026-03-312026-04-17

QJUN FIRST TR EXCHNG TRADED FD VI14.5K shares-5.95%2026-03-312026-04-17

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.9K shares-2.86%2026-03-312026-04-17

KMB KIMBERLY-CLARK CORP4.6K shares-3.00%2026-03-312026-04-17

SMH VANECK ETF TRUST1.2K shares7.16%2026-03-312026-04-17

TSM TAIWAN SEMICONDUCTOR MANUFAC1.3K shares15.50%2026-03-312026-04-17

MNST MONSTER BEVERAGE CORP NEW5.9K shares-0.71%2026-03-312026-04-17

Sponsored

AMAT APPLIED MATLS INC1.2K shares0.08%2026-03-312026-04-17

PEP PEPSICO INC2.7K sharesnew addition2026-03-312026-04-17

UNP UNION PAC CORP1.7K shares0.06%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-03-312026-04-17

SPLB SPDR SERIES TRUST18.8K sharesnew addition2026-03-312026-04-17

KMI KINDER MORGAN INC DEL12.4K shares3.08%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC2.8K shares-10.30%2026-03-312026-04-17

ODFL OLD DOMINION FREIGHT LINE IN2.1K shares-0.76%2026-03-312026-04-17

Sponsored

GWX SPDR INDEX SHS FDS9.5K shares-6.59%2026-03-312026-04-17

GRMN GARMIN LTD1.7K shares-0.64%2026-03-312026-04-17

QCOM QUALCOMM INC3.1K shares7.07%2026-03-312026-04-17

BCI ABRDN ETFS16.4K sharesnew addition2026-03-312026-04-17

XDEC FIRST TR EXCHNG TRADED FD VI9.8K shares0.00%2026-03-312026-04-17

IWV ISHARES TR1.1K shares0.00%2026-03-312026-04-17

USMV ISHARES TR4.1K shares0.00%2026-03-312026-04-17

WMS ADVANCED DRAIN SYS INC DEL2.8K shares-0.75%2026-03-312026-04-17

Sponsored

PANW PALO ALTO NETWORKS INC2.3K shares18.27%2026-03-312026-04-17

BMAR INNOVATOR ETFS TRUST7.1K shares0.00%2026-03-312026-04-17

BKLC BNY MELLON ETF TRUST3.0K shares0.00%2026-03-312026-04-17

ALPHABET INC ALPHABET INC1.3K shares-14.05%2026-03-312026-04-17

IBB ISHARES TR2.2K sharesnew addition2026-03-312026-04-17

XP XP INC18.9K shares-0.46%2026-03-312026-04-17

IDXX IDEXX LABS INC638 shares-0.47%2026-03-312026-04-17

PH PARKER-HANNIFIN CORP399 shares-0.50%2026-03-312026-04-17

Sponsored

ICLN ISHARES TR19.4K sharesnew addition2026-03-312026-04-17

ITW ILLINOIS TOOL WKS INC1.4K shares-0.37%2026-03-312026-04-17

FMAR FIRST TR EXCHNG TRADED FD VI7.2K shares-96.44%2026-03-312026-04-17

NVS NOVARTIS AG2.3K shares0.09%2026-03-312026-04-17

IDCC INTERDIGITAL INC1.1K shares2.06%2026-03-312026-04-17

GGG GRACO INC4.1K shares-0.39%2026-03-312026-04-17

XBAP INNOVATOR ETFS TRUST8.7K shares-27.92%2026-03-312026-04-17

CNI CANADIAN NATL RY CO3.3K shares-0.33%2026-03-312026-04-17

Sponsored

SNDK SANDISK CORP536 sharesnew addition2026-03-312026-04-17

SEPZ ELEVATION SERIES TRUST8.4K shares-50.01%2026-03-312026-04-17

IGRO ISHARES TR4.1K sharesnew addition2026-03-312026-04-17

SPDR SERIES TRUST SPDR SERIES TRUST3.5K sharesnew addition2026-03-312026-04-17

PNOV INNOVATOR ETFS TRUST8.2K shares-2.03%2026-03-312026-04-17

FHI FEDERATED HERMES INC5.9K shares0.53%2026-03-312026-04-17

AUGZ ELEVATION SERIES TRUST8.2K sharesnew addition2026-03-312026-04-17

DECZ ELEVATION SERIES TRUST8.5K shares-50.08%2026-03-312026-04-17

Sponsored

USEP INNOVATOR ETFS TRUST8.6K shares-2.91%2026-03-312026-04-17

SEPU AIM ETF PRODUCTS TRUST11.8K sharesnew addition2026-03-312026-04-17

FLJJ AIM ETF PRODUCTS TRUST10.5K sharesnew addition2026-03-312026-04-17

EFA ISHARES TR3.4K shares22.20%2026-03-312026-04-17

CNP CENTERPOINT ENERGY INC7.5K shares0.53%2026-03-312026-04-17

GLPI GAMING & LEISURE P7.3K shares-0.31%2026-03-312026-04-17

LINDE PLC LINDE PLC653 shares0.46%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC924 shares7.69%2026-03-312026-04-17

Sponsored

NOW SERVICENOW INC3.1K shares-22.36%2026-03-312026-04-17

CDNS CADENCE DESIGN SYSTEM INC1.2K shares-0.60%2026-03-312026-04-17

IPAC ISHARES TR4.1K sharesnew addition2026-03-312026-04-17

JKHY HENRY JACK & ASSOC INC2.0K shares-0.35%2026-03-312026-04-17

MPLX MPLX LP5.4K shares0.56%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW1.7K shares0.55%2026-03-312026-04-17

EWN ISHARES INC5.3K sharesnew addition2026-03-312026-04-17

CTAS CINTAS CORP1.8K shares-0.28%2026-03-312026-04-17

Sponsored

ELEVATION SERIES TRUST ELEVATION SERIES TRUST13.8K sharesnew addition2026-03-312026-04-17

MCO MOODYS CORP688 shares-0.58%2026-03-312026-04-17

SKT TANGER INC8.8K shares0.60%2026-03-312026-04-17

FAST FASTENAL CO6.4K shares0.33%2026-03-312026-04-17

KOCT INNOVATOR ETFS TRUST8.8K shares0.00%2026-03-312026-04-17

EWH ISHARES INC12.8K sharesnew addition2026-03-312026-04-17

KJUL INNOVATOR ETFS TRUST9.2K shares-25.23%2026-03-312026-04-17

WFC WELLS FARGO & CO3.7K shares0.54%2026-03-312026-04-17

Sponsored

WHD CACTUS INC6.2K shares0.45%2026-03-312026-04-17

ABBV ABBVIE INC1.3K shares4.68%2026-03-312026-04-17

WES WESTERN MIDSTREAM PARTNERS L7.1K shares0.63%2026-03-312026-04-17

CBSH COMMERCE BANCSHARES INC5.9K shares-0.39%2026-03-312026-04-17

ADSK AUTODESK INC1.2K shares-3.11%2026-03-312026-04-17

NTES NETEASE COM INC2.5K shares0.63%2026-03-312026-04-17

KNSL KINSALE CAP GROUP INC835 shares0.00%2026-03-312026-04-17

WU WESTERN UN CO32.0K shares0.57%2026-03-312026-04-17

Sponsored

ELS EQUITY LIFESTYLE PROPERTIES4.5K shares0.29%2026-03-312026-04-17

FELV FIDELITY COVINGTON TRUST7.9K shares0.46%2026-03-312026-04-17

SOXX ISHARES TR828 shares-22.25%2026-03-312026-04-17

EMHC SPDR SERIES TRUST10.9K shares0.75%2026-03-312026-04-17

SRLN SSGA ACTIVE ETF TR6.7K shares0.98%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2026-03-312026-04-17

OZ BELPOINTE PREP LLC5.0K shares0.00%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS444 shares0.00%2026-03-312026-04-17

Sponsored

NTAP NETAPP INC2.6K shares0.70%2026-03-312026-04-17

SPTL SPDR SERIES TRUST10.0K shares-33.08%2026-03-312026-04-17

PSA PUBLIC STORAGE OPER CO951 shares0.63%2026-03-312026-04-17

KAUG INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-04-17

PHYS SPROTT ASSET MANAGEMENT LP7.1K shares0.00%2026-03-312026-04-17

CAT CATERPILLAR INC372 shares1.92%2026-03-312026-04-17

INFY INFOSYS LTD18.5K shares0.09%2026-03-312026-04-17

OMF ONEMAIN HLDGS INC4.7K shares0.98%2026-03-312026-04-17

Sponsored

ABT ABBOTT LABORATORIES2.4K shares0.67%2026-03-312026-04-17

RACE FERRARI N V717 shares0.28%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR7.9K shares0.00%2026-03-312026-04-17

BLACKSTONE INC BLACKSTONE INC2.1K shares0.00%2026-03-312026-04-17

EXP EAGLE MATLS INC1.3K shares0.63%2026-03-312026-04-17

UAPR INNOVATOR ETFS TRUST7.2K shares-11.14%2026-03-312026-04-17

PAYX PAYCHEX INC2.6K shares25.40%2026-03-312026-04-17

PLMR PALOMAR HLDGS INC2.0K shares0.70%2026-03-312026-04-17

Sponsored

SEIC SEI INVTS CO3.0K shares0.70%2026-03-312026-04-17

UBER UBER TECHNOLOGIES INC3.3K shares-62.87%2026-03-312026-04-17

MMC MARSH & MCLENNAN COS INC1.3K shares0.75%2026-03-312026-04-17

PNR PENTAIR PLC2.6K shares0.69%2026-03-312026-04-17

VST VISTRA CORP1.5K shares4.86%2026-03-312026-04-17

QLD PROSHARES TR3.7K shares0.00%2026-03-312026-04-17

BJAN INNOVATOR ETFS TRUST4.2K shares0.00%2026-03-312026-04-17

IGV ISHARES TR2.8K shares0.00%2026-03-312026-04-17

Sponsored

RIO RIO TINTO PLC2.4K sharesnew addition2026-03-312026-04-17

COKE COCA COLA CONS INC1.1K sharesnew addition2026-03-312026-04-17

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-17

LII LENNOX INTL INC469 shares0.64%2026-03-312026-04-17

VONE VANGUARD SCOTTSDALE FDS733 shares0.00%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION211 sharesnew addition2026-03-312026-04-17

OXY OCCIDENTAL PETE CORP3.2K sharesnew addition2026-03-312026-04-17

KJAN INNOVATOR ETFS TRUST5.0K shares-11.85%2026-03-312026-04-17

Sponsored

LMT LOCKHEED MARTIN CORP341 sharesnew addition2026-03-312026-04-17

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-04-17

NMZ NUVEEN MUN HIGH INCOME OPPOR17.0K sharesnew addition2026-03-312026-04-17

CRF CORNERSTONE TOTAL RETURN FD13.4K shares-2.55%2026-03-312026-04-17

TRX GOLD CORPORATION TRX GOLD CORPORATION11.1K sharesnew addition2026-03-312026-04-17

STC STEWART INFORMATION SVCS COR49.9K shares0.19%2026-03-312026-04-17

IVV

ISHARES TR

-14.75%

Shares28.0K

Event2026-03-31

Filed2026-04-17

VTV

VANGUARD INDEX FDS

6.06%

Shares83.3K

Event2026-03-31

Filed2026-04-17

BSEP

INNOVATOR ETFS TRUST

-21.05%

Shares318.0K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-8.82%

Shares24.3K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-1.80%

Shares73.9K

Event2026-03-31

Filed2026-04-17

HYDB

ISHARES TR

-10.42%

Shares247.3K

Event2026-03-31

Filed2026-04-17

IDV

ISHARES TR

56.26%

Shares234.7K

Event2026-03-31

Filed2026-04-17

QSPT

FIRST TR EXCHNG TRADED FD VI

-18.14%

Shares312.1K

Event2026-03-31

Filed2026-04-17

IJR

ISHARES TR

1187.87%

Shares74.0K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

68.67%

Shares93.5K

Event2026-03-31

Filed2026-04-17

EMB

ISHARES TR

8.26%

Shares81.5K

Event2026-03-31

Filed2026-04-17

EEM

ISHARES TR

New

Shares113.1K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

1.34%

Shares23.5K

Event2026-03-31

Filed2026-04-17

IGSB

ISHARES TR

-9.32%

Shares106.1K

Event2026-03-31

Filed2026-04-17

EFV

ISHARES TR

New

Shares73.7K

Event2026-03-31

Filed2026-04-17

GSEP

FIRST TR EXCHNG TRADED FD VI

-49.58%

Shares135.3K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-9.93%

Shares29.9K

Event2026-03-31

Filed2026-04-17

JANW

AIM ETF PRODUCTS TRUST

-50.31%

Shares117.6K

Event2026-03-31

Filed2026-04-17

OCTW

AIM ETF PRODUCTS TRUST

-50.22%

Shares107.0K

Event2026-03-31

Filed2026-04-17

ISHG

ISHARES TR

New

Shares55.2K

Event2026-03-31

Filed2026-04-17

DECU

AIM ETF PRODUCTS TRUST

-50.21%

Shares150.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.16%

Shares10.4K

Event2026-03-31

Filed2026-04-17

SEPW

AIM ETF PRODUCTS TRUST

-50.21%

Shares117.5K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-15.30%

Shares5.7K

Event2026-03-31

Filed2026-04-17

QFLR

INNOVATOR ETFS TRUST

6.36%

Shares103.2K

Event2026-03-31

Filed2026-04-17

DECW

AIM ETF PRODUCTS TRUST

-50.42%

Shares100.6K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

-0.46%

Shares15.5K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

0.65%

Shares11.0K

Event2026-03-31

Filed2026-04-17

NJUL

INNOVATOR ETFS TRUST

3.80%

Shares44.0K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

-0.23%

Shares12.8K

Event2026-03-31

Filed2026-04-17

PDEC

INNOVATOR ETFS TRUST

-37.21%

Shares69.6K

Event2026-03-31

Filed2026-04-17

FTXL

FIRST TR EXCHANGE TRADED FD

-2.04%

Shares19.6K

Event2026-03-31

Filed2026-04-17

VUG

VANGUARD INDEX FDS

-21.22%

Shares6.4K

Event2026-03-31

Filed2026-04-17

PPA

INVESCO EXCHANGE TRADED FD T

-1.50%

Shares16.1K

Event2026-03-31

Filed2026-04-17

NJAN

INNOVATOR ETFS TRUST

7.70%

Shares47.6K

Event2026-03-31

Filed2026-04-17

IGIB

ISHARES TR

New

Shares45.3K

Event2026-03-31

Filed2026-04-17

FFEB

FIRST TR EXCHNG TRADED FD VI

-1.21%

Shares41.3K

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

-2.34%

Shares10.4K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

0.32%

Shares11.4K

Event2026-03-31

Filed2026-04-17

XLSR

SSGA ACTIVE TR

3.27%

Shares37.1K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

0.41%

Shares24.1K

Event2026-03-31

Filed2026-04-17

BROADCOM INC

0.22%

Shares6.8K

Event2026-03-31

Filed2026-04-17

IYW

ISHARES TR

-0.77%

Shares11.4K

Event2026-03-31

Filed2026-04-17

BNDX

VANGUARD CHARLOTTE FDS

New

Shares41.9K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

58.34%

Shares30.4K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

-10.63%

Shares41.7K

Event2026-03-31

Filed2026-04-17

NAPR

INNOVATOR ETFS TRUST

-10.26%

Shares34.8K

Event2026-03-31

Filed2026-04-17

PJUL

INNOVATOR ETFS TRUST

0.00%

Shares40.8K

Event2026-03-31

Filed2026-04-17

SPYM

SPDR SERIES TRUST

45.27%

Shares23.9K

Event2026-03-31

Filed2026-04-17

CPAI

NORTHERN LTS FD TR III

117.18%

Shares43.5K

Event2026-03-31

Filed2026-04-17

FLOT

ISHARES TR

-1.25%

Shares35.0K

Event2026-03-31

Filed2026-04-17

PJUN

INNOVATOR ETFS TRUST

6.43%

Shares40.7K

Event2026-03-31

Filed2026-04-17

JULU

AIM ETF PRODUCTS TRUST

-49.84%

Shares58.5K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-0.44%

Shares5.2K

Event2026-03-31

Filed2026-04-17

ETV

EATON VANCE TAX-MANAGED BUY-

0.14%

Shares120.0K

Event2026-03-31

Filed2026-04-17

BSV

VANGUARD BD INDEX FDS

New

Shares20.9K

Event2026-03-31

Filed2026-04-17

FIW

FIRST TR EXCHANGE-TRADED FD

-0.78%

Shares15.7K

Event2026-03-31

Filed2026-04-17

PECO

PHILLIPS EDISON & CO INC

0.00%

Shares41.8K

Event2026-03-31

Filed2026-04-17

BRLN

BLACKROCK ETF TRUST II

2.08%

Shares30.5K

Event2026-03-31

Filed2026-04-17

ICVT

ISHARES TR

-1.39%

Shares14.5K

Event2026-03-31

Filed2026-04-17

IAK

ISHARES TR

-2.94%

Shares11.5K

Event2026-03-31

Filed2026-04-17

VOLT

TEMA ETF TRUST

-2.58%

Shares41.8K

Event2026-03-31

Filed2026-04-17

SPEM

SPDR INDEX SHS FDS

0.60%

Shares30.2K

Event2026-03-31

Filed2026-04-17

OCTJ

INNOVATOR ETFS TRUST

-1.10%

Shares59.5K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

24.55%

Shares3.3K

Event2026-03-31

Filed2026-04-17

QDEC

FIRST TR EXCHNG TRADED FD VI

21.58%

Shares42.7K

Event2026-03-31

Filed2026-04-17