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The Analysis of Per Stirling Capital Management, LLC.'s Holdings & P&L

Currently, Per Stirling Capital Management, LLC. holds 308 types of securities in its portfolio with a total value $905.0M. In the most recent quarter, they have increased their positions in CGMS (+498.9K shares, valued at $13.6M), N/A (+56.3K shares, valued at $10.8M), SCHD (+161.9K shares, valued at $5.0M); decreased their positions in IVV (-20.1K shares, valued at $13.2M), CGGR (-223.9K shares, valued at $9.0M), IJH (-87.3K shares, valued at $5.9M); initiated new positions in CGMM (+161.1K shares, valued at $4.7M), BUFR (+91.4K shares, valued at $3.1M), EMXC (+36.3K shares, valued at $2.9M).

1M P&L

+16.7M+1.87%

3M P&L

+15.3M+1.70%

HY P&L

+64.7M+7.63%

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/A780.4M

91.8%

2Consumer Electronics8.2M

1.0%

3Oil & Gas Integrated8.0M

0.9%

Top Industries by Stock Count

1N/A205 stocks

72.4%

2Semiconductors5 stocks

1.8%

3Credit Services4 stocks

1.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR73.9K shares-21.42%2026-03-312026-05-12

DGRW WISDOMTREE TR328.4K shares-1.80%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS438.4K shares-7.43%2026-03-312026-05-12

IVW ISHARES TR212.3K shares-0.18%2026-03-312026-05-12

IVE ISHARES TR105.5K shares-0.85%2026-03-312026-05-12

CGDV CAPITAL GROUP DIVIDEND VALUE515.1K shares-2.63%2026-03-312026-05-12

FIXD FIRST TR EXCHNG TRADED FD VI419.9K shares18.62%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE TRADED F361.6K shares8.46%2026-03-312026-05-12

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FIIG FIRST TR EXCHANGE-TRADED FD880.3K shares18.51%2026-03-312026-05-12

EVSD MORGAN STANLEY ETF TRUST339.0K shares0.61%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR311.6K shares-5.29%2026-03-312026-05-12

IEFA ISHARES TR172.3K shares-2.57%2026-03-312026-05-12

RFDI FIRST TR EXCH TRADED FD III184.2K shares-8.79%2026-03-312026-05-12

RDVY FIRST TR EXCHANGE TRADED FD217.2K shares-1.44%2026-03-312026-05-12

JMUB J P MORGAN EXCHANGE TRADED F288.2K shares15.26%2026-03-312026-05-12

CGMS CAPITAL GRP FIXED INCM ETF T510.7K shares4233.76%2026-03-312026-05-12

Sponsored

SCHD SCHWAB STRATEGIC TR422.2K shares62.20%2026-03-312026-05-12

JQUA J P MORGAN EXCHANGE TRADED F210.8K shares-0.62%2026-03-312026-05-12

CGGR CAPITAL GROUP GROWTH ETF315.7K shares-41.49%2026-03-312026-05-12

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T63.9K shares744.20%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST219.6K shares-3.52%2026-03-312026-05-12

SCHG SCHWAB STRATEGIC TR401.7K shares2.63%2026-03-312026-05-12

LMBS FIRST TR EXCHANGE-TRADED FD234.9K shares39.42%2026-03-312026-05-12

JCPB J P MORGAN EXCHANGE TRADED F245.3K shares-1.54%2026-03-312026-05-12

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IDMO INVESCO EXCH TRADED FD TR II199.8K shares-11.64%2026-03-312026-05-12

IVLU ISHARES TR267.6K shares-9.70%2026-03-312026-05-12

VTV VANGUARD INDEX FDS51.4K shares-4.89%2026-03-312026-05-12

XOM EXXON MOBIL CORP58.2K shares0.24%2026-03-312026-05-12

FNX FIRST TR EXCHANGE-TRADED ALP76.9K shares82.08%2026-03-312026-05-12

AVDV AMERICAN CENTY ETF TR97.0K shares23.06%2026-03-312026-05-12

DJAN FIRST TR EXCHNG TRADED FD VI216.8K shares-4.63%2026-03-312026-05-12

QGRO AMERICAN CENTY ETF TR86.2K shares-25.11%2026-03-312026-05-12

Sponsored

EVTR MORGAN STANLEY ETF TRUST168.1K shares1.71%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR14.6K shares-1.75%2026-03-312026-05-12

AAPL APPLE INC32.4K shares7.15%2026-03-312026-05-12

SCHV SCHWAB STRATEGIC TR268.4K shares2.41%2026-03-312026-05-12

IJH ISHARES TR119.2K shares-42.28%2026-03-312026-05-12

FYX FIRST TR EXCHANGE-TRADED ALP65.5K shares97.05%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS12.9K shares-40.86%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F145.6K shares12.94%2026-03-312026-05-12

Sponsored

HMOP HARTFORD FDS EXCHANGE TRADED187.6K shares21.09%2026-03-312026-05-12

PVAL PUTNAM ETF TRUST146.4K shares2.28%2026-03-312026-05-12

USMV ISHARES TR71.3K shares0.40%2026-03-312026-05-12

FBCG FIDELITY COVINGTON TRUST122.2K shares2.21%2026-03-312026-05-12

FSMB FIRST TR EXCH TRADED FD III298.2K shares51.31%2026-03-312026-05-12

DOCT FIRST TR EXCHNG TRADED FD VI136.1K shares1.67%2026-03-312026-05-12

SPMO INVESCO EXCH TRADED FD TR II51.9K shares-19.03%2026-03-312026-05-12

FLXR TCW ETF TRUST147.3K shares2.22%2026-03-312026-05-12

Sponsored

LVHI LEGG MASON ETF INVT137.7K shares4.71%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL161.5K shares-4.59%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR60.6K shares-9.01%2026-03-312026-05-12

SPYM SPDR SERIES TRUST65.3K shares-1.10%2026-03-312026-05-12

IJR ISHARES TR38.2K shares-46.35%2026-03-312026-05-12

CGMM CAPITAL GROUP EQUITY ETF TR161.1K sharesnew addition2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS21.7K shares0.54%2026-03-312026-05-12

AMZN AMAZON COM INC22.2K shares4.77%2026-03-312026-05-12

Sponsored

BSV VANGUARD BD INDEX FDS55.4K shares6.47%2026-03-312026-05-12

IGIB ISHARES TR80.4K shares1.30%2026-03-312026-05-12

COWZ PACER FDS TR64.9K shares0.34%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T5.8K shares-4.65%2026-03-312026-05-12

ICF ISHARES TR60.9K shares-0.36%2026-03-312026-05-12

DFIV DIMENSIONAL ETF TRUST71.1K shares-11.25%2026-03-312026-05-12

CGMU CAPITAL GRP FIXED INCM ETF T136.8K shares172.57%2026-03-312026-05-12

FMB FIRST TR EXCH TRADED FD III67.8K shares6.43%2026-03-312026-05-12

Sponsored

SCHF SCHWAB STRATEGIC TR126.8K shares6.45%2026-03-312026-05-12

BUFR FIRST TR EXCHNG TRADED FD VI91.4K sharesnew addition2026-03-312026-05-12

EMXC ISHARES INC36.3K sharesnew addition2026-03-312026-05-12

GNOV FIRST TR EXCHNG TRADED FD VI73.2K shares-13.08%2026-03-312026-05-12

GFEB FIRST TR EXCHNG TRADED FD VI64.5K shares-13.71%2026-03-312026-05-12

VIGI VANGUARD WHITEHALL FDS29.5K shares-2.10%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR42.4K shares327.99%2026-03-312026-05-12

VLUE ISHARES TR18.1K sharesnew addition2026-03-312026-05-12

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD22.3K shares-3.92%2026-03-312026-05-12

COWG PACER FDS TR73.0K shares-11.55%2026-03-312026-05-12

DELL DELL TECHNOLOGIES INC14.9K shares0.02%2026-03-312026-05-12

MSFT MICROSOFT CORP6.4K shares1.05%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR14.4K shares170.36%2026-03-312026-05-12

PSQ PROSHARES TR71.5K shares-4.68%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS29.1K shares4.81%2026-03-312026-05-12

ABBV ABBVIE INC10.0K shares1.77%2026-03-312026-05-12

Sponsored

PROSHARES TR PROSHARES TR56.4K shares-4.36%2026-03-312026-05-12

FRDM EA SERIES TRUST39.1K shares153.95%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR19.1K shares163.12%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR25.9K shares241.28%2026-03-312026-05-12

GCOW PACER FDS TR45.6K shares48.81%2026-03-312026-05-12

RWM PROSHARES TR125.6K shares-3.76%2026-03-312026-05-12

ALPHABET INC ALPHABET INC7.1K shares4.13%2026-03-312026-05-12

PSI INVESCO EXCHANGE TRADED FD T21.0K sharesnew addition2026-03-312026-05-12

Sponsored

FTCB FIRST TR EXCHANGE-TRADED FD94.5K sharesnew addition2026-03-312026-05-12

GLD SPDR GOLD TR4.6K shares-15.65%2026-03-312026-05-12

SCHA SCHWAB STRATEGIC TR66.2K shares1.20%2026-03-312026-05-12

SUB ISHARES TR18.1K shares1.06%2026-03-312026-05-12

FFSM FIDELITY COVINGTON TRUST57.8K sharesnew addition2026-03-312026-05-12

AVUV AMERICAN CENTY ETF TR16.7K shares-6.91%2026-03-312026-05-12

PZA INVESCO EXCH TRADED FD TR II78.9K shares9.07%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC5.3K shares-1.37%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORPORATION10.3K shares35.24%2026-03-312026-05-12

SCHX SCHWAB STRATEGIC TR69.0K shares-0.81%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR38.1K shares484.32%2026-03-312026-05-12

RING ISHARES INC22.0K sharesnew addition2026-03-312026-05-12

HDV ISHARES TR12.7K shares1.40%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F30.9K shares25.50%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR11.2K shares1.03%2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR32.9K shares7.13%2026-03-312026-05-12

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F28.5K shares2.07%2026-03-312026-05-12

AMAT APPLIED MATLS INC4.7K shares472.43%2026-03-312026-05-12

GMAY FIRST TR EXCHNG TRADED FD VI39.3K shares-20.56%2026-03-312026-05-12

WMT WALMART INC12.9K shares3.48%2026-03-312026-05-12

XSOE WISDOMTREE TR39.6K shares-1.02%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC7.4K shares1.81%2026-03-312026-05-12

HON HONEYWELL INTL INC6.7K shares0.26%2026-03-312026-05-12

GAPR FIRST TR EXCHNG TRADED FD VI37.0K shares0.64%2026-03-312026-05-12

Sponsored

HGER HARBOR ETF TRUST48.0K sharesnew addition2026-03-312026-05-12

CVX CHEVRON CORPORATION7.2K shares4.74%2026-03-312026-05-12

XLRE SELECT SECTOR SPDR TR36.1K sharesnew addition2026-03-312026-05-12

FEZ SPDR INDEX SHS FDS23.5K shares-77.21%2026-03-312026-05-12

ISTB ISHARES TR29.9K shares3.46%2026-03-312026-05-12

ALPHABET INC ALPHABET INC4.9K shares3.41%2026-03-312026-05-12

CLSE TRUST FOR PROFESSIONAL MANAG50.0K shares99.92%2026-03-312026-05-12

SCHM SCHWAB STRATEGIC TR43.9K shares-2.75%2026-03-312026-05-12

Sponsored

AOA ISHARES TR15.3K shares3.72%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS26.2K shares-64.12%2026-03-312026-05-12

SGOV ISHARES TR11.9K shares13.04%2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC4.3K shares0.31%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO3.9K shares4.92%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares4.23%2026-03-312026-05-12

VGT VANGUARD WORLD FD1.6K shares251.42%2026-03-312026-05-12

VTES VANGUARD WELLINGTON FD11.1K shares21.90%2026-03-312026-05-12

Sponsored

IWF ISHARES TR2.6K shares-3.22%2026-03-312026-05-12

QUAL ISHARES TR5.7K shares-15.03%2026-03-312026-05-12

OKE ONEOK INC NEW12.0K shares-3.99%2026-03-312026-05-12

AGG ISHARES TR10.8K shares0.71%2026-03-312026-05-12

BROADCOM INC BROADCOM INC3.3K shares11.17%2026-03-312026-05-12

EFV ISHARES TR13.6K shares26.86%2026-03-312026-05-12

NANR SPDR INDEX SHS FDS11.9K shares0.32%2026-03-312026-05-12

MINT PIMCO ETF TR9.9K shares6.54%2026-03-312026-05-12

Sponsored

NTRS NORTHERN TR CORP7.1K shares-1.26%2026-03-312026-05-12

IDV ISHARES TR23.1K shares7.03%2026-03-312026-05-12

VO VANGUARD INDEX FDS3.4K shares27.04%2026-03-312026-05-12

IQDG WISDOMTREE TR23.2K shares0.61%2026-03-312026-05-12

SCHE SCHWAB STRATEGIC TR27.3K shares-1.10%2026-03-312026-05-12

DYNF BLACKROCK ETF TRUST15.2K shares-70.41%2026-03-312026-05-12

TCAF T ROWE PRICE ETF INC24.7K shares-10.23%2026-03-312026-05-12

EPD ENTERPRISE PRODS PARTNERS L22.6K shares0.07%2026-03-312026-05-12

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR34.3K shares0.73%2026-03-312026-05-12

IUSV ISHARES TR8.1K shares0.02%2026-03-312026-05-12

ESGD ISHARES TR8.5K shares-0.93%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION803 shares5.66%2026-03-312026-05-12

TSLA TESLA INC2.1K shares5.60%2026-03-312026-05-12

HCA HCA HEALTHCARE INC1.7K shares167.47%2026-03-312026-05-12

STT STATE STR CORP6.2K shares0.57%2026-03-312026-05-12

CVLC MORGAN STANLEY ETF TRUST9.7K shares3.33%2026-03-312026-05-12

Sponsored

JNJ JOHNSON & JOHNSON3.2K shares2.90%2026-03-312026-05-12

GRID FIRST TR EXCHANGE-TRADED FD4.7K shares27.15%2026-03-312026-05-12

CGUS CAPITAL GROUP CORE EQUITY ET19.9K shares84.42%2026-03-312026-05-12

BA BOEING CO3.8K shares0.96%2026-03-312026-05-12

VTI VANGUARD INDEX FDS2.3K shares-1.36%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC6.4K shares0.45%2026-03-312026-05-12

FFLC FIDELITY COVINGTON TRUST14.3K shares-45.34%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC4.3K shares1.34%2026-03-312026-05-12

Sponsored

DTCR GLOBAL X FDS29.7K sharesnew addition2026-03-312026-05-12

AR ANTERO RESOURCES CORP16.7K shares-1.92%2026-03-312026-05-12

TAN INVESCO EXCH TRADED FD TR II12.7K sharesnew addition2026-03-312026-05-12

PAPR INNOVATOR ETFS TRUST17.8K shares9.10%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC2.0K shares40.95%2026-03-312026-05-12

FLMB FRANKLIN TEMPLETON ETF TR29.8K shares1.22%2026-03-312026-05-12

DIA STATE STR SPDR DOW JONES IND1.5K shares7.26%2026-03-312026-05-12

FCX FREEPORT MCMORAN INC11.8K shares-8.31%2026-03-312026-05-12

Sponsored

SCHY SCHWAB STRATEGIC TR21.6K shares-3.60%2026-03-312026-05-12

PJUL INNOVATOR ETFS TRUST14.9K shares-1.42%2026-03-312026-05-12

NUMI NUSHARES ETF TR27.4K shares1.13%2026-03-312026-05-12

PJAN INNOVATOR ETFS TRUST14.4K shares-0.54%2026-03-312026-05-12

SHYM BLACKROCK ETF TRUST II30.0K shares50.26%2026-03-312026-05-12

SDVY FIRST TR EXCHANGE TRADED FD16.6K shares0.04%2026-03-312026-05-12

POCT INNOVATOR ETFS TRUST15.0K shares-1.37%2026-03-312026-05-12

EZM WISDOMTREE TR9.6K shares0.02%2026-03-312026-05-12

Sponsored

VOLT TEMA ETF TRUST18.8K sharesnew addition2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.5K shares18.98%2026-03-312026-05-12

NULV NUSHARES ETF TR13.8K shares2.34%2026-03-312026-05-12

VUSB VANGUARD BD INDEX FDS12.6K shares-2.35%2026-03-312026-05-12

TGLR ETF OPPORTUNITIES TRUST16.8K shares0.21%2026-03-312026-05-12

LQD ISHARES TR5.5K shares-10.77%2026-03-312026-05-12

EUAD SPINNAKER ETF SERIES14.6K shares0.00%2026-03-312026-05-12

QQEW FIRST TR EXCHANGE-TRADED FD4.7K shares0.00%2026-03-312026-05-12

Sponsored

SPSB SPDR SERIES TRUST19.5K shares-8.14%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS2.4K shares1.41%2026-03-312026-05-12

CVIE MORGAN STANLEY ETF TRUST7.9K shares2.99%2026-03-312026-05-12

WM WASTE MGMT INC DEL2.5K shares0.08%2026-03-312026-05-12

FCFS FIRSTCASH HOLDINGS INC3.0K shares0.00%2026-03-312026-05-12

ABT ABBOTT LABORATORIES5.4K shares3.69%2026-03-312026-05-12

QCOM QUALCOMM INC4.3K shares2.10%2026-03-312026-05-12

UTG REAVES UTIL INCOME FD13.9K shares1.52%2026-03-312026-05-12

Sponsored

GEV GE VERNOVA INC614 shares0.00%2026-03-312026-05-12

ESGV VANGUARD WORLD FD4.7K shares26.50%2026-03-312026-05-12

TGT TARGET CORP4.3K shares10.99%2026-03-312026-05-12

VIS VANGUARD WORLD FD1.7K shares-0.60%2026-03-312026-05-12

MMM 3M CO3.6K shares-1.25%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR20.6K shares0.19%2026-03-312026-05-12

RTX RTX CORPORATION2.7K shares4.83%2026-03-312026-05-12

XAR SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-05-12

Sponsored

VYM VANGUARD WHITEHALL FDS3.3K shares3.61%2026-03-312026-05-12

VTEI VANGUARD MUN BD FDS4.9K sharesnew addition2026-03-312026-05-12

VB VANGUARD INDEX FDS1.8K shares25.24%2026-03-312026-05-12

RSPT INVESCO EXCHANGE TRADED FD T10.4K shares0.00%2026-03-312026-05-12

EFIV SPDR SERIES TRUST7.4K shares8.97%2026-03-312026-05-12

T AT&T INC16.0K shares1.71%2026-03-312026-05-12

BLACKSKY TECHNOLOGY INC BLACKSKY TECHNOLOGY INC18.3K shares55.39%2026-03-312026-05-12

VOTE TCW ETF TRUST6.0K shares0.69%2026-03-312026-05-12

Sponsored

MERCK & CO INC MERCK & CO INC3.8K shares3.63%2026-03-312026-05-12

RRC RANGE RES CORP10.0K shares9.47%2026-03-312026-05-12

VPU VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-12

BALI BLACKROCK ETF TRUST14.4K shares14.62%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC2.8K shares0.91%2026-03-312026-05-12

BINC BLACKROCK ETF TRUST II8.2K shares0.90%2026-03-312026-05-12

MCD MCDONALDS CORP1.4K shares0.82%2026-03-312026-05-12

NEE NEXTERA ENERGY INC4.5K sharesnew addition2026-03-312026-05-12

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F7.5K shares38.58%2026-03-312026-05-12

SCHO SCHWAB STRATEGIC TR16.9K shares-0.49%2026-03-312026-05-12

PULS PGIM ETF TR8.2K shares2.82%2026-03-312026-05-12

IOO ISHARES TR3.3K shares-0.09%2026-03-312026-05-12

FTCS FIRST TR EXCHANGE-TRADED FD4.3K shares0.00%2026-03-312026-05-12

VONG VANGUARD SCOTTSDALE FDS3.6K shares0.47%2026-03-312026-05-12

IQLT ISHARES TR8.5K shares1.80%2026-03-312026-05-12

KEYS KEYSIGHT TECHNOLOGIES INC1.4K shares4.46%2026-03-312026-05-12

Sponsored

BE BLOOM ENERGY CORP2.8K shares0.00%2026-03-312026-05-12

TLN TALEN ENERGY CORP1.2K shares0.00%2026-03-312026-05-12

KO COCA COLA CO4.8K shares1.96%2026-03-312026-05-12

COP CONOCOPHILLIPS2.8K shares0.36%2026-03-312026-05-12

ESGE ISHARES INC8.0K shares14.51%2026-03-312026-05-12

GDX VANECK ETF TRUST3.9K shares-22.92%2026-03-312026-05-12

V VISA INC1.2K shares0.93%2026-03-312026-05-12

ORCL ORACLE CORP2.5K shares-18.89%2026-03-312026-05-12

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.8K sharesnew addition2026-03-312026-05-12

AOR ISHARES TR5.5K shares-1.73%2026-03-312026-05-12

DFAU DIMENSIONAL ETF TRUST7.7K shares32.11%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC1.3K shares0.00%2026-03-312026-05-12

BWMN BOWMAN CONSULTING GROUP LTD12.0K shares-61.36%2026-03-312026-05-12

UNP UNION PAC CORP1.4K shares5.12%2026-03-312026-05-12

EMR EMERSON ELEC CO2.5K shares59.21%2026-03-312026-05-12

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.3K shares1.87%2026-03-312026-05-12

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.2K sharesnew addition2026-03-312026-05-12

WPC WP CAREY INC4.8K shares2.36%2026-03-312026-05-12

ROCKET LAB CORP ROCKET LAB CORP5.1K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC565 shares11.22%2026-03-312026-05-12

DFEB FIRST TR EXCHNG TRADED FD VI6.8K shares13.04%2026-03-312026-05-12

TXN TEXAS INSTRS INC1.7K shares2.34%2026-03-312026-05-12

PR PERMIAN RESOURCES CORP15.0K shares13.62%2026-03-312026-05-12

PSX PHILLIPS 661.7K shares0.23%2026-03-312026-05-12

Sponsored

ROK ROCKWELL AUTOMATION INC870 shares0.23%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC1.1K shares0.09%2026-03-312026-05-12

BOXX EA SERIES TRUST2.6K shares0.00%2026-03-312026-05-12

DNOV FIRST TR EXCHNG TRADED FD VI6.3K shares-1.98%2026-03-312026-05-12

EWS ISHARES INC10.7K shares7.05%2026-03-312026-05-12

MS MORGAN STANLEY1.8K shares10.72%2026-03-312026-05-12

DMAR FIRST TR EXCHNG TRADED FD VI7.0K shares11.69%2026-03-312026-05-12

O REALTY INCOME CORP4.8K shares2.26%2026-03-312026-05-12

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T2.7K shares0.00%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II1.2K sharesnew addition2026-03-312026-05-12

SPHR SPHERE ENTERTAINMENT CO2.5K shares0.00%2026-03-312026-05-12

DSI ISHARES TR2.4K shares-14.47%2026-03-312026-05-12

FHLC FIDELITY COVINGTON TRUST4.1K shares1.15%2026-03-312026-05-12

MA MASTERCARD INCORPORATED553 shares4.34%2026-03-312026-05-12

MDY STATE STR SPDR S&P MIDCAP 40445 shares0.00%2026-03-312026-05-12

SCHZ SCHWAB STRATEGIC TR11.8K shares-0.41%2026-03-312026-05-12

Sponsored

DDEC FIRST TR EXCHNG TRADED FD VI6.1K shares-2.18%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO898 shares4.54%2026-03-312026-05-12

VXUS VANGUARD STAR FDS3.5K shares0.49%2026-03-312026-05-12

IJS ISHARES TR2.3K shares0.04%2026-03-312026-05-12

DIS DISNEY WALT CO2.8K shares0.07%2026-03-312026-05-12

ICOW PACER FDS TR6.3K shares1.26%2026-03-312026-05-12

PEP PEPSICO INC1.7K shares-17.61%2026-03-312026-05-12

GLIN VANECK ETF TRUST6.5K shares20.03%2026-03-312026-05-12

Sponsored

XLK SELECT SECTOR SPDR TR2.0K shares-0.46%2026-03-312026-05-12

DAPR FIRST TR EXCHNG TRADED FD VI6.5K shares-7.17%2026-03-312026-05-12

EOG EOG RES INC1.8K sharesnew addition2026-03-312026-05-12

VSS VANGUARD INTL EQUITY INDEX F1.7K shares15.20%2026-03-312026-05-12

GE AEROSPACE GE AEROSPACE891 shares-0.22%2026-03-312026-05-12

XLG INVESCO EXCHANGE TRADED FD T4.6K shares-38.44%2026-03-312026-05-12

DJUL FIRST TR EXCHNG TRADED FD VI5.3K shares-2.62%2026-03-312026-05-12

CVMC MORGAN STANLEY ETF TRUST3.9K shares2.34%2026-03-312026-05-12

Sponsored

SPDW SPDR INDEX SHS FDS5.4K shares3.55%2026-03-312026-05-12

DSEP FIRST TR EXCHNG TRADED FD VI5.5K shares-2.41%2026-03-312026-05-12

AMGN AMGEN INC687 shares1.93%2026-03-312026-05-12

SO SOUTHERN CO2.5K shares-1.96%2026-03-312026-05-12

DMAY FIRST TR EXCHNG TRADED FD VI5.3K shares-2.44%2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP392 sharesnew addition2026-03-312026-05-12

DAUG FIRST TR EXCHNG TRADED FD VI5.4K shares-2.04%2026-03-312026-05-12

OBDC BLUE OWL CAPITAL CORPORATION21.2K shares2.94%2026-03-312026-05-12

Sponsored

DJUN FIRST TR EXCHNG TRADED FD VI4.9K shares-2.76%2026-03-312026-05-12

PG PROCTER & GAMBLE CO1.6K shares11.31%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC4.6K sharesnew addition2026-03-312026-05-12

RICK RCI HOSPITALITY HLDGS INC10.0K shares0.00%2026-03-312026-05-12

TDY TELEDYNE TECHNOLOGIES INC375 sharesnew addition2026-03-312026-05-12

FBCV FIDELITY COVINGTON TRUST6.3K shares3.29%2026-03-312026-05-12

NULG NUSHARES ETF TR2.5K shares0.00%2026-03-312026-05-12

BILT BLACKROCK ETF TRUST7.8K sharesnew addition2026-03-312026-05-12

Sponsored

CAT CATERPILLAR INC314 sharesnew addition2026-03-312026-05-12

AZO AUTOZONE INC65 shares1.56%2026-03-312026-05-12

APH AMPHENOL CORP1.7K sharesnew addition2026-03-312026-05-12

CENCORA INC CENCORA INC686 shares0.73%2026-03-312026-05-12

SLB SLB LIMITED4.1K sharesnew addition2026-03-312026-05-12

CASY CASEYS GEN STORES INC284 sharesnew addition2026-03-312026-05-12

WMB WILLIAMS COS INC2.8K sharesnew addition2026-03-312026-05-12

PHO INVESCO EXCHANGE TRADED FD T3.0K shares0.17%2026-03-312026-05-12

Sponsored

VBK VANGUARD INDEX FDS662 sharesnew addition2026-03-312026-05-12

TWI TITAN INTL INC ILL20.1K sharesnew addition2026-03-312026-05-12

UNG UNITED STS NAT GAS FD LP11.3K shares3.59%2026-03-312026-05-12

MBLY MOBILEYE GLOBAL INC10.3K sharesnew addition2026-03-312026-05-12

IVV

ISHARES TR

-21.42%

Shares73.9K

Event2026-03-31

Filed2026-05-12

DGRW

WISDOMTREE TR

-1.80%

Shares328.4K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-7.43%

Shares438.4K

Event2026-03-31

Filed2026-05-12

IVW

ISHARES TR

-0.18%

Shares212.3K

Event2026-03-31

Filed2026-05-12

IVE

ISHARES TR

-0.85%

Shares105.5K

Event2026-03-31

Filed2026-05-12

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.63%

Shares515.1K

Event2026-03-31

Filed2026-05-12

FIXD

FIRST TR EXCHNG TRADED FD VI

18.62%

Shares419.9K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE TRADED F

8.46%

Shares361.6K

Event2026-03-31

Filed2026-05-12

FIIG

FIRST TR EXCHANGE-TRADED FD

18.51%

Shares880.3K

Event2026-03-31

Filed2026-05-12

EVSD

MORGAN STANLEY ETF TRUST

0.61%

Shares339.0K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR

-5.29%

Shares311.6K

Event2026-03-31

Filed2026-05-12

IEFA

ISHARES TR

-2.57%

Shares172.3K

Event2026-03-31

Filed2026-05-12

RFDI

FIRST TR EXCH TRADED FD III

-8.79%

Shares184.2K

Event2026-03-31

Filed2026-05-12

RDVY

FIRST TR EXCHANGE TRADED FD

-1.44%

Shares217.2K

Event2026-03-31

Filed2026-05-12

JMUB

J P MORGAN EXCHANGE TRADED F

15.26%

Shares288.2K

Event2026-03-31

Filed2026-05-12

CGMS

CAPITAL GRP FIXED INCM ETF T

4233.76%

Shares510.7K

Event2026-03-31

Filed2026-05-12

SCHD

SCHWAB STRATEGIC TR

62.20%

Shares422.2K

Event2026-03-31

Filed2026-05-12

JQUA

J P MORGAN EXCHANGE TRADED F

-0.62%

Shares210.8K

Event2026-03-31

Filed2026-05-12

CGGR

CAPITAL GROUP GROWTH ETF

-41.49%

Shares315.7K

Event2026-03-31

Filed2026-05-12

INVESCO EXCHANGE TRADED FD T

744.20%

Shares63.9K

Event2026-03-31

Filed2026-05-12

FDVV

FIDELITY COVINGTON TRUST

-3.52%

Shares219.6K

Event2026-03-31

Filed2026-05-12

SCHG

SCHWAB STRATEGIC TR

2.63%

Shares401.7K

Event2026-03-31

Filed2026-05-12

LMBS

FIRST TR EXCHANGE-TRADED FD

39.42%

Shares234.9K

Event2026-03-31

Filed2026-05-12

JCPB

J P MORGAN EXCHANGE TRADED F

-1.54%

Shares245.3K

Event2026-03-31

Filed2026-05-12

IDMO

INVESCO EXCH TRADED FD TR II

-11.64%

Shares199.8K

Event2026-03-31

Filed2026-05-12

IVLU

ISHARES TR

-9.70%

Shares267.6K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

-4.89%

Shares51.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

0.24%

Shares58.2K

Event2026-03-31

Filed2026-05-12

FNX

FIRST TR EXCHANGE-TRADED ALP

82.08%

Shares76.9K

Event2026-03-31

Filed2026-05-12

AVDV

AMERICAN CENTY ETF TR

23.06%

Shares97.0K

Event2026-03-31

Filed2026-05-12

DJAN

FIRST TR EXCHNG TRADED FD VI

-4.63%

Shares216.8K

Event2026-03-31

Filed2026-05-12

QGRO

AMERICAN CENTY ETF TR

-25.11%

Shares86.2K

Event2026-03-31

Filed2026-05-12

EVTR

MORGAN STANLEY ETF TRUST

1.71%

Shares168.1K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-1.75%

Shares14.6K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

7.15%

Shares32.4K

Event2026-03-31

Filed2026-05-12

SCHV

SCHWAB STRATEGIC TR

2.41%

Shares268.4K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-42.28%

Shares119.2K

Event2026-03-31

Filed2026-05-12

FYX

FIRST TR EXCHANGE-TRADED ALP

97.05%

Shares65.5K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

-40.86%

Shares12.9K

Event2026-03-31

Filed2026-05-12

JMST

J P MORGAN EXCHANGE TRADED F

12.94%

Shares145.6K

Event2026-03-31

Filed2026-05-12

HMOP

HARTFORD FDS EXCHANGE TRADED

21.09%

Shares187.6K

Event2026-03-31

Filed2026-05-12

PVAL

PUTNAM ETF TRUST

2.28%

Shares146.4K

Event2026-03-31

Filed2026-05-12

USMV

ISHARES TR

0.40%

Shares71.3K

Event2026-03-31

Filed2026-05-12

FBCG

FIDELITY COVINGTON TRUST

2.21%

Shares122.2K

Event2026-03-31

Filed2026-05-12

FSMB

FIRST TR EXCH TRADED FD III

51.31%

Shares298.2K

Event2026-03-31

Filed2026-05-12

DOCT

FIRST TR EXCHNG TRADED FD VI

1.67%

Shares136.1K

Event2026-03-31

Filed2026-05-12

SPMO

INVESCO EXCH TRADED FD TR II

-19.03%

Shares51.9K

Event2026-03-31

Filed2026-05-12

FLXR

TCW ETF TRUST

2.22%

Shares147.3K

Event2026-03-31

Filed2026-05-12

LVHI

LEGG MASON ETF INVT

4.71%

Shares137.7K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL

-4.59%

Shares161.5K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

-9.01%

Shares60.6K

Event2026-03-31

Filed2026-05-12

SPYM

SPDR SERIES TRUST

-1.10%

Shares65.3K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

-46.35%

Shares38.2K

Event2026-03-31

Filed2026-05-12

CGMM

CAPITAL GROUP EQUITY ETF TR

New

Shares161.1K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

0.54%

Shares21.7K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

4.77%

Shares22.2K

Event2026-03-31

Filed2026-05-12

BSV

VANGUARD BD INDEX FDS

6.47%

Shares55.4K

Event2026-03-31

Filed2026-05-12

IGIB

ISHARES TR

1.30%

Shares80.4K

Event2026-03-31

Filed2026-05-12

COWZ

PACER FDS TR

0.34%

Shares64.9K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-4.65%

Shares5.8K

Event2026-03-31

Filed2026-05-12

ICF

ISHARES TR

-0.36%

Shares60.9K

Event2026-03-31

Filed2026-05-12

DFIV

DIMENSIONAL ETF TRUST

-11.25%

Shares71.1K

Event2026-03-31

Filed2026-05-12

CGMU

CAPITAL GRP FIXED INCM ETF T

172.57%

Shares136.8K

Event2026-03-31

Filed2026-05-12

FMB

FIRST TR EXCH TRADED FD III

6.43%

Shares67.8K

Event2026-03-31

Filed2026-05-12

SCHF

SCHWAB STRATEGIC TR

6.45%

Shares126.8K

Event2026-03-31

Filed2026-05-12

BUFR

FIRST TR EXCHNG TRADED FD VI

New

Shares91.4K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

New

Shares36.3K

Event2026-03-31

Filed2026-05-12

GNOV

FIRST TR EXCHNG TRADED FD VI

-13.08%

Shares73.2K

Event2026-03-31

Filed2026-05-12

GFEB

FIRST TR EXCHNG TRADED FD VI

-13.71%

Shares64.5K

Event2026-03-31

Filed2026-05-12

VIGI

VANGUARD WHITEHALL FDS

-2.10%

Shares29.5K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

327.99%

Shares42.4K

Event2026-03-31

Filed2026-05-12

VLUE

ISHARES TR

New

Shares18.1K

Event2026-03-31

Filed2026-05-12

AIRR

FIRST TR EXCHANGE TRADED FD

-3.92%

Shares22.3K

Event2026-03-31

Filed2026-05-12

COWG

PACER FDS TR

-11.55%

Shares73.0K

Event2026-03-31

Filed2026-05-12

DELL

DELL TECHNOLOGIES INC

0.02%

Shares14.9K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.05%

Shares6.4K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

170.36%

Shares14.4K

Event2026-03-31

Filed2026-05-12

PSQ

PROSHARES TR

-4.68%

Shares71.5K

Event2026-03-31

Filed2026-05-12

BIV

VANGUARD BD INDEX FDS

4.81%

Shares29.1K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

1.77%

Shares10.0K

Event2026-03-31

Filed2026-05-12

PROSHARES TR

-4.36%

Shares56.4K

Event2026-03-31

Filed2026-05-12

FRDM

EA SERIES TRUST

153.95%

Shares39.1K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

163.12%

Shares19.1K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

241.28%

Shares25.9K

Event2026-03-31

Filed2026-05-12

GCOW

PACER FDS TR

48.81%

Shares45.6K

Event2026-03-31

Filed2026-05-12

RWM

PROSHARES TR

-3.76%

Shares125.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

4.13%

Shares7.1K

Event2026-03-31

Filed2026-05-12

PSI

INVESCO EXCHANGE TRADED FD T

New

Shares21.0K

Event2026-03-31

Filed2026-05-12

FTCB

FIRST TR EXCHANGE-TRADED FD

New

Shares94.5K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-15.65%

Shares4.6K

Event2026-03-31

Filed2026-05-12

SCHA

SCHWAB STRATEGIC TR

1.20%

Shares66.2K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES TR

1.06%

Shares18.1K

Event2026-03-31

Filed2026-05-12

FFSM

FIDELITY COVINGTON TRUST

New

Shares57.8K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY ETF TR

-6.91%

Shares16.7K

Event2026-03-31

Filed2026-05-12

PZA

INVESCO EXCH TRADED FD TR II

9.07%

Shares78.9K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-1.37%

Shares5.3K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

35.24%

Shares10.3K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

-0.81%

Shares69.0K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

484.32%

Shares38.1K

Event2026-03-31

Filed2026-05-12

RING

ISHARES INC

New

Shares22.0K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

1.40%

Shares12.7K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F

25.50%

Shares30.9K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

1.03%

Shares11.2K

Event2026-03-31

Filed2026-05-12

XLB

SELECT SECTOR SPDR TR

7.13%

Shares32.9K

Event2026-03-31

Filed2026-05-12

JEPI

J P MORGAN EXCHANGE TRADED F

2.07%

Shares28.5K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

472.43%

Shares4.7K

Event2026-03-31

Filed2026-05-12

GMAY

FIRST TR EXCHNG TRADED FD VI

-20.56%

Shares39.3K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

3.48%

Shares12.9K

Event2026-03-31

Filed2026-05-12

XSOE

WISDOMTREE TR

-1.02%

Shares39.6K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

1.81%

Shares7.4K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

0.26%

Shares6.7K

Event2026-03-31

Filed2026-05-12

GAPR

FIRST TR EXCHNG TRADED FD VI

0.64%

Shares37.0K

Event2026-03-31

Filed2026-05-12

HGER

HARBOR ETF TRUST

New

Shares48.0K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

4.74%

Shares7.2K

Event2026-03-31

Filed2026-05-12

XLRE

SELECT SECTOR SPDR TR

New

Shares36.1K

Event2026-03-31

Filed2026-05-12

FEZ

SPDR INDEX SHS FDS

-77.21%

Shares23.5K

Event2026-03-31

Filed2026-05-12

ISTB

ISHARES TR

3.46%

Shares29.9K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

3.41%

Shares4.9K

Event2026-03-31

Filed2026-05-12

CLSE

TRUST FOR PROFESSIONAL MANAG

99.92%

Shares50.0K

Event2026-03-31

Filed2026-05-12

SCHM

SCHWAB STRATEGIC TR

-2.75%

Shares43.9K

Event2026-03-31

Filed2026-05-12

AOA

ISHARES TR

3.72%

Shares15.3K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-64.12%

Shares26.2K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

13.04%

Shares11.9K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

0.31%

Shares4.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

4.92%

Shares3.9K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

4.23%

Shares2.4K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

251.42%

Shares1.6K

Event2026-03-31

Filed2026-05-12

VTES

VANGUARD WELLINGTON FD

21.90%

Shares11.1K

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

-3.22%

Shares2.6K

Event2026-03-31

Filed2026-05-12

QUAL

ISHARES TR

-15.03%

Shares5.7K

Event2026-03-31

Filed2026-05-12

OKE

ONEOK INC NEW

-3.99%

Shares12.0K

Event2026-03-31

Filed2026-05-12

AGG

ISHARES TR

0.71%

Shares10.8K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

11.17%

Shares3.3K

Event2026-03-31

Filed2026-05-12

EFV

ISHARES TR

26.86%

Shares13.6K

Event2026-03-31

Filed2026-05-12

NANR

SPDR INDEX SHS FDS

0.32%

Shares11.9K

Event2026-03-31

Filed2026-05-12

MINT

PIMCO ETF TR

6.54%

Shares9.9K

Event2026-03-31

Filed2026-05-12

NTRS

NORTHERN TR CORP

-1.26%

Shares7.1K

Event2026-03-31

Filed2026-05-12

IDV

ISHARES TR

7.03%

Shares23.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

27.04%

Shares3.4K

Event2026-03-31

Filed2026-05-12

IQDG

WISDOMTREE TR

0.61%

Shares23.2K

Event2026-03-31

Filed2026-05-12

SCHE

SCHWAB STRATEGIC TR

-1.10%

Shares27.3K

Event2026-03-31

Filed2026-05-12

DYNF

BLACKROCK ETF TRUST

-70.41%

Shares15.2K

Event2026-03-31

Filed2026-05-12

TCAF

T ROWE PRICE ETF INC

-10.23%

Shares24.7K

Event2026-03-31

Filed2026-05-12

EPD

ENTERPRISE PRODS PARTNERS L

0.07%

Shares22.6K

Event2026-03-31

Filed2026-05-12

FLMI

FRANKLIN TEMPLETON ETF TR

0.73%

Shares34.3K

Event2026-03-31

Filed2026-05-12

IUSV

ISHARES TR

0.02%

Shares8.1K

Event2026-03-31

Filed2026-05-12

ESGD

ISHARES TR

-0.93%

Shares8.5K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

5.66%

Shares803

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

5.60%

Shares2.1K

Event2026-03-31

Filed2026-05-12

HCA

HCA HEALTHCARE INC

167.47%

Shares1.7K

Event2026-03-31

Filed2026-05-12

STT

STATE STR CORP

0.57%

Shares6.2K

Event2026-03-31

Filed2026-05-12

CVLC

MORGAN STANLEY ETF TRUST

3.33%

Shares9.7K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

2.90%

Shares3.2K

Event2026-03-31

Filed2026-05-12

GRID

FIRST TR EXCHANGE-TRADED FD

27.15%

Shares4.7K

Event2026-03-31

Filed2026-05-12

CGUS

CAPITAL GROUP CORE EQUITY ET

84.42%

Shares19.9K

Event2026-03-31

Filed2026-05-12

BOEING CO

0.96%

Shares3.8K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

-1.36%

Shares2.3K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

0.45%

Shares6.4K

Event2026-03-31

Filed2026-05-12

FFLC

FIDELITY COVINGTON TRUST

-45.34%

Shares14.3K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

1.34%

Shares4.3K

Event2026-03-31

Filed2026-05-12

DTCR

GLOBAL X FDS

New

Shares29.7K

Event2026-03-31

Filed2026-05-12

ANTERO RESOURCES CORP

-1.92%

Shares16.7K

Event2026-03-31

Filed2026-05-12

TAN

INVESCO EXCH TRADED FD TR II

New

Shares12.7K

Event2026-03-31

Filed2026-05-12

PAPR

INNOVATOR ETFS TRUST

9.10%

Shares17.8K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

40.95%

Shares2.0K

Event2026-03-31

Filed2026-05-12

FLMB

FRANKLIN TEMPLETON ETF TR

1.22%

Shares29.8K

Event2026-03-31

Filed2026-05-12

DIA

STATE STR SPDR DOW JONES IND

7.26%

Shares1.5K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT MCMORAN INC

-8.31%

Shares11.8K

Event2026-03-31

Filed2026-05-12

SCHY

SCHWAB STRATEGIC TR

-3.60%

Shares21.6K

Event2026-03-31

Filed2026-05-12

PJUL

INNOVATOR ETFS TRUST

-1.42%

Shares14.9K

Event2026-03-31

Filed2026-05-12

NUMI

NUSHARES ETF TR

1.13%

Shares27.4K

Event2026-03-31

Filed2026-05-12

PJAN

INNOVATOR ETFS TRUST

-0.54%

Shares14.4K

Event2026-03-31

Filed2026-05-12

SHYM

BLACKROCK ETF TRUST II

50.26%

Shares30.0K

Event2026-03-31

Filed2026-05-12

SDVY

FIRST TR EXCHANGE TRADED FD

0.04%

Shares16.6K

Event2026-03-31

Filed2026-05-12

POCT

INNOVATOR ETFS TRUST

-1.37%

Shares15.0K

Event2026-03-31

Filed2026-05-12

EZM

WISDOMTREE TR

0.02%

Shares9.6K

Event2026-03-31

Filed2026-05-12

VOLT

TEMA ETF TRUST

New

Shares18.8K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

18.98%

Shares1.5K

Event2026-03-31

Filed2026-05-12

NULV

NUSHARES ETF TR

2.34%

Shares13.8K

Event2026-03-31

Filed2026-05-12

VUSB

VANGUARD BD INDEX FDS

-2.35%

Shares12.6K

Event2026-03-31

Filed2026-05-12

TGLR

ETF OPPORTUNITIES TRUST

0.21%

Shares16.8K

Event2026-03-31

Filed2026-05-12

LQD

ISHARES TR

-10.77%

Shares5.5K

Event2026-03-31

Filed2026-05-12

EUAD

SPINNAKER ETF SERIES

0.00%

Shares14.6K

Event2026-03-31

Filed2026-05-12

QQEW

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

SPSB

SPDR SERIES TRUST

-8.14%

Shares19.5K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

1.41%

Shares2.4K

Event2026-03-31

Filed2026-05-12

CVIE

MORGAN STANLEY ETF TRUST

2.99%

Shares7.9K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

0.08%

Shares2.5K

Event2026-03-31

Filed2026-05-12

FCFS

FIRSTCASH HOLDINGS INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABORATORIES

3.69%

Shares5.4K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

2.10%

Shares4.3K

Event2026-03-31

Filed2026-05-12

UTG

REAVES UTIL INCOME FD

1.52%

Shares13.9K

Event2026-03-31

Filed2026-05-12

GEV

GE VERNOVA INC

0.00%

Shares614

Event2026-03-31

Filed2026-05-12

ESGV

VANGUARD WORLD FD

26.50%

Shares4.7K

Event2026-03-31

Filed2026-05-12

TGT

TARGET CORP

10.99%

Shares4.3K

Event2026-03-31

Filed2026-05-12

VIS

VANGUARD WORLD FD

-0.60%

Shares1.7K

Event2026-03-31

Filed2026-05-12

MMM

3M CO

-1.25%

Shares3.6K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

0.19%

Shares20.6K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

4.83%

Shares2.7K

Event2026-03-31

Filed2026-05-12

XAR

SPDR SERIES TRUST

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

3.61%

Shares3.3K

Event2026-03-31

Filed2026-05-12

VTEI

VANGUARD MUN BD FDS

New

Shares4.9K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

25.24%

Shares1.8K

Event2026-03-31

Filed2026-05-12

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares10.4K

Event2026-03-31

Filed2026-05-12

EFIV

SPDR SERIES TRUST

8.97%

Shares7.4K

Event2026-03-31

Filed2026-05-12

AT&T INC

1.71%

Shares16.0K

Event2026-03-31

Filed2026-05-12

BLACKSKY TECHNOLOGY INC

55.39%

Shares18.3K

Event2026-03-31

Filed2026-05-12

VOTE

TCW ETF TRUST

0.69%

Shares6.0K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

3.63%

Shares3.8K

Event2026-03-31

Filed2026-05-12

RRC

RANGE RES CORP

9.47%

Shares10.0K

Event2026-03-31

Filed2026-05-12

VPU

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-12

BALI

BLACKROCK ETF TRUST

14.62%

Shares14.4K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

0.91%

Shares2.8K

Event2026-03-31

Filed2026-05-12

BINC

BLACKROCK ETF TRUST II

0.90%

Shares8.2K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

0.82%

Shares1.4K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

New

Shares4.5K

Event2026-03-31

Filed2026-05-12

JEPQ

J P MORGAN EXCHANGE TRADED F

38.58%

Shares7.5K

Event2026-03-31

Filed2026-05-12

SCHO

SCHWAB STRATEGIC TR

-0.49%

Shares16.9K

Event2026-03-31

Filed2026-05-12

PULS

PGIM ETF TR

2.82%

Shares8.2K

Event2026-03-31

Filed2026-05-12

IOO

ISHARES TR

-0.09%

Shares3.3K

Event2026-03-31

Filed2026-05-12

FTCS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-12

VONG

VANGUARD SCOTTSDALE FDS

0.47%

Shares3.6K

Event2026-03-31

Filed2026-05-12

IQLT

ISHARES TR

1.80%

Shares8.5K

Event2026-03-31

Filed2026-05-12

KEYS

KEYSIGHT TECHNOLOGIES INC

4.46%

Shares1.4K

Event2026-03-31

Filed2026-05-12

BLOOM ENERGY CORP

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

TLN

TALEN ENERGY CORP

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

1.96%

Shares4.8K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

0.36%

Shares2.8K

Event2026-03-31

Filed2026-05-12

ESGE

ISHARES INC

14.51%

Shares8.0K

Event2026-03-31

Filed2026-05-12

GDX

VANECK ETF TRUST

-22.92%

Shares3.9K

Event2026-03-31

Filed2026-05-12

VISA INC

0.93%

Shares1.2K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-18.89%

Shares2.5K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

AOR

ISHARES TR

-1.73%

Shares5.5K

Event2026-03-31

Filed2026-05-12

DFAU

DIMENSIONAL ETF TRUST

32.11%

Shares7.7K

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

BWMN

BOWMAN CONSULTING GROUP LTD

-61.36%

Shares12.0K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

5.12%

Shares1.4K

Event2026-03-31

Filed2026-05-12

EMR

EMERSON ELEC CO

59.21%

Shares2.5K

Event2026-03-31

Filed2026-05-12

MARVELL TECHNOLOGY INC

1.87%

Shares3.3K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

WPC

WP CAREY INC

2.36%

Shares4.8K

Event2026-03-31

Filed2026-05-12

ROCKET LAB CORP

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12