Sponsored

The Analysis of PERSONAL CFO SOLUTIONS, LLC's Holdings & P&L

Currently, PERSONAL CFO SOLUTIONS, LLC holds 520 types of securities in its portfolio with a total value $711.9M. In the most recent quarter, they have increased their positions in PJAN (+593.5K shares, valued at $27.4M), BALT (+550.3K shares, valued at $18.4M), IFEB (+540.7K shares, valued at $16.1M); decreased their positions in IWM (-55.8K shares, valued at $13.8M), IGV (-16.1K shares, valued at $1.3M), AMZN (-6.1K shares, valued at $1.3M); initiated new positions in PJAN (+593.5K shares, valued at $27.4M), BALT (+550.3K shares, valued at $18.4M), IFEB (+540.7K shares, valued at $16.1M).

1M P&L

+16.8M+2.65%

3M P&L

+14.1M+2.21%

HY P&L

+46.3M+7.67%

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/A190.8M

30.7%

2Insurance - Property & Casualty66.6M

10.7%

3Consumer Electronics35.6M

5.7%

Top Industries by Stock Count

1N/A64 stocks

13.6%

2Software - Application16 stocks

3.4%

3Banks - Regional13 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

CB CHUBB LTD SWITZ192.2K shares-0.44%2026-03-312026-04-30

AAPL APPLE INC137.6K shares-2.22%2026-03-312026-04-30

PJAN INNOVATOR ETFS TRUST593.5K sharesnew addition2026-03-312026-04-30

BALT INNOVATOR ETFS TRUST550.3K sharesnew addition2026-03-312026-04-30

ALPHABET INC ALPHABET INC57.2K shares-2.15%2026-03-312026-04-30

IFEB INNOVATOR ETFS TRUST540.7K sharesnew addition2026-03-312026-04-30

NVDA NVIDIA CORPORATION88.9K shares0.27%2026-03-312026-04-30

SHV ISHARES TR128.3K sharesnew addition2026-03-312026-04-30

Sponsored

MSFT MICROSOFT CORP34.6K shares-2.90%2026-03-312026-04-30

BJAN INNOVATOR ETFS TRUST234.5K sharesnew addition2026-03-312026-04-30

AMZN AMAZON COM INC58.8K shares-9.35%2026-03-312026-04-30

TMB THORNBURG ETF TR444.6K shares-0.76%2026-03-312026-04-30

ITT INC ITT INC59.4K shares-0.01%2026-03-312026-04-30

ALPHABET INC ALPHABET INC37.5K shares-3.09%2026-03-312026-04-30

KFEB INNOVATOR ETFS TRUST301.6K sharesnew addition2026-03-312026-04-30

XBJA INNOVATOR ETFS TRUST269.8K sharesnew addition2026-03-312026-04-30

Sponsored

NJAN INNOVATOR ETFS TRUST157.2K sharesnew addition2026-03-312026-04-30

IQLT ISHARES TR157.3K shares30.49%2026-03-312026-04-30

EFG ISHARES TR54.8K shares6.88%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T9.2K shares-2.69%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC17.1K shares5.24%2026-03-312026-04-30

BROADCOM INC BROADCOM INC17.6K shares3.01%2026-03-312026-04-30

GLD SPDR GOLD TR12.6K shares-6.29%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR170.7K shares-2.98%2026-03-312026-04-30

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.6K shares-4.02%2026-03-312026-04-30

CVX CHEVRON CORPORATION24.3K shares-3.68%2026-03-312026-04-30

XOM EXXON MOBIL CORP27.2K shares-12.73%2026-03-312026-04-30

TSLA TESLA INC12.2K shares23.52%2026-03-312026-04-30

META META PLATFORMS INC7.4K shares10.89%2026-03-312026-04-30

LLY ELI LILLY & CO4.5K shares-3.34%2026-03-312026-04-30

LINDE PLC LINDE PLC8.3K shares170.56%2026-03-312026-04-30

V VISA INC12.3K shares-3.59%2026-03-312026-04-30

Sponsored

BA BOEING CO18.2K shares-2.75%2026-03-312026-04-30

MA MASTERCARD INCORPORATED6.8K shares-3.76%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC67.0K shares-1.19%2026-03-312026-04-30

HYG ISHARES TR42.2K shares-12.20%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON13.4K shares-1.36%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO10.6K shares20.02%2026-03-312026-04-30

RTX RTX CORPORATION15.8K shares-1.56%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO9.9K shares-4.40%2026-03-312026-04-30

Sponsored

MERCK & CO INC MERCK & CO INC23.9K shares-2.19%2026-03-312026-04-30

NFLX NETFLIX INC.27.4K shares16.99%2026-03-312026-04-30

ORCL ORACLE CORP17.5K shares8.10%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC15.2K shares3.28%2026-03-312026-04-30

EJAN INNOVATOR ETFS TRUST74.2K sharesnew addition2026-03-312026-04-30

T AT&T INC85.8K shares-2.60%2026-03-312026-04-30

MO ALTRIA GROUP INC36.1K shares-23.66%2026-03-312026-04-30

XLE SELECT SECTOR SPDR TR38.7K shares-9.93%2026-03-312026-04-30

Sponsored

MCK MCKESSON CORP2.7K shares6.46%2026-03-312026-04-30

CBRE CBRE GROUP INC16.8K shares-2.02%2026-03-312026-04-30

ASML ASML HLDG NV1.7K shares-21.04%2026-03-312026-04-30

NOW SERVICENOW INC21.6K shares69.45%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL5.4K shares-5.30%2026-03-312026-04-30

SHOP SHOPIFY INC17.7K shares11.85%2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.1K shares-4.61%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE7.3K shares0.81%2026-03-312026-04-30

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC10.5K sharesnew addition2026-03-312026-04-30

AON PLC AON PLC6.3K shares28.24%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.2K shares117.22%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC2.4K shares-11.98%2026-03-312026-04-30

IVW ISHARES TR17.7K sharesnew addition2026-03-312026-04-30

WMT WALMART INC15.9K shares-16.38%2026-03-312026-04-30

KO COCA COLA CO25.5K shares1.28%2026-03-312026-04-30

PFE PFIZER INC68.2K shares-0.34%2026-03-312026-04-30

Sponsored

NVS NOVARTIS AG11.8K shares280.30%2026-03-312026-04-30

BAC BANK AMERICA CORP37.0K shares0.18%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS7.4K shares41.54%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC11.9K shares-5.11%2026-03-312026-04-30

SE SEA LTD19.8K shares29.15%2026-03-312026-04-30

SKYY FIRST TR EXCHANGE-TRADED FD15.0K shares-2.58%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC14.0K shares12.94%2026-03-312026-04-30

WRB BERKLEY W R CORP23.8K shares1.55%2026-03-312026-04-30

Sponsored

MEDTRONIC PLC MEDTRONIC PLC17.7K shares60.14%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP7.2K shares16.36%2026-03-312026-04-30

ET ENERGY TRANSFER L P79.9K shares0.02%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION1.5K shares4.32%2026-03-312026-04-30

CSCO CISCO SYS INC19.7K shares4.50%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC5.6K shares20.03%2026-03-312026-04-30

YUM YUM BRANDS INC9.6K shares0.26%2026-03-312026-04-30

MPC MARATHON PETE CORP6.0K shares0.87%2026-03-312026-04-30

Sponsored

QUAL ISHARES TR7.7K sharesnew addition2026-03-312026-04-30

VLO VALERO ENERGY CORP5.8K shares-8.77%2026-03-312026-04-30

SPDR SERIES TRUST SPDR SERIES TRUST14.9K shares-13.56%2026-03-312026-04-30

CMCSA COMCAST CORP NEW48.9K shares3.53%2026-03-312026-04-30

CSGP COSTAR GROUP INC34.6K shares215.24%2026-03-312026-04-30

CARR CARRIER GLOBAL CORPORATION24.7K shares0.74%2026-03-312026-04-30

TJX TJX COS INC NEW8.7K shares6.78%2026-03-312026-04-30

COP CONOCOPHILLIPS10.4K shares-7.31%2026-03-312026-04-30

Sponsored

INTU INTUIT3.1K shares15.73%2026-03-312026-04-30

SO SOUTHERN CO13.8K shares1.61%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC18.5K shares4.10%2026-03-312026-04-30

CTVA CORTEVA INC15.7K shares6.81%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP4.9K shares48.26%2026-03-312026-04-30

REGN REGENERON PHARMACEUTICALS1.7K shares-8.48%2026-03-312026-04-30

AMAT APPLIED MATLS INC3.8K shares-9.88%2026-03-312026-04-30

D DOMINION ENERGY INC21.0K shares-12.32%2026-03-312026-04-30

Sponsored

GLW CORNING INC9.5K shares-12.58%2026-03-312026-04-30

GEV GE VERNOVA INC1.5K shares-13.57%2026-03-312026-04-30

ABBV ABBVIE INC5.9K shares-8.84%2026-03-312026-04-30

IWD ISHARES TR5.9K shares-18.86%2026-03-312026-04-30

WFC WELLS FARGO & CO15.8K shares-1.26%2026-03-312026-04-30

PG PROCTER & GAMBLE CO8.7K shares-11.49%2026-03-312026-04-30

QCOM QUALCOMM INC9.6K shares2.86%2026-03-312026-04-30

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY15.7K shares6.24%2026-03-312026-04-30

Sponsored

IVE ISHARES TR5.8K sharesnew addition2026-03-312026-04-30

HD HOME DEPOT INC3.6K shares11.19%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO19.7K shares-21.38%2026-03-312026-04-30

CAH CARDINAL HEALTH INC5.6K shares176.06%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP6.5K shares-11.91%2026-03-312026-04-30

ZTS ZOETIS INC9.9K shares-2.14%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC2.3K shares9.14%2026-03-312026-04-30

MS MORGAN STANLEY6.9K shares12.84%2026-03-312026-04-30

Sponsored

SCHW SCHWAB CHARLES CORP12.0K shares-0.02%2026-03-312026-04-30

VUG VANGUARD INDEX FDS2.6K shares-4.52%2026-03-312026-04-30

SBUX STARBUCKS CORP12.3K shares-4.38%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC2.4K shares1.77%2026-03-312026-04-30

BTI BRITISH AMERN TOB PLC18.3K shares130.61%2026-03-312026-04-30

RB GLOBAL INC RB GLOBAL INC11.2K shares0.87%2026-03-312026-04-30

ALL ALLSTATE CORP5.1K shares318.07%2026-03-312026-04-30

NEE NEXTERA ENERGY INC11.5K shares-4.01%2026-03-312026-04-30

Sponsored

SNPS SYNOPSYS INC2.7K shares1.36%2026-03-312026-04-30

CF CF INDUSTRIES HOLD8.2K shares1.10%2026-03-312026-04-30

DIS DISNEY WALT CO10.8K shares8.95%2026-03-312026-04-30

SPOT SPOTIFY TECHNOLOGY S A2.1K shares7.48%2026-03-312026-04-30

LOW LOWES COS INC4.3K shares-5.06%2026-03-312026-04-30

AMGN AMGEN INC2.8K shares0.39%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP3.5K shares-9.80%2026-03-312026-04-30

USB US BANCORP18.8K shares16.50%2026-03-312026-04-30

Sponsored

WELL WELLTOWER INC5.0K shares28.47%2026-03-312026-04-30

ACGL ARCH CAP GROUP LTD10.2K shares1.44%2026-03-312026-04-30

APP APPLOVIN CORP2.5K shares22.93%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I3.3K shares3.24%2026-03-312026-04-30

IDXX IDEXX LABS INC1.7K shares4.39%2026-03-312026-04-30

TMUS T-MOBILE US INC4.6K shares155.97%2026-03-312026-04-30

TEVA TEVA PHARMACEUTICAL INDS LTD31.5K shares248.19%2026-03-312026-04-30

MSCI MSCI INC1.7K shares-13.79%2026-03-312026-04-30

Sponsored

XLV SELECT SECTOR SPDR TR6.3K shares0.99%2026-03-312026-04-30

NTAP NETAPP INC9.0K shares298.31%2026-03-312026-04-30

MUFG MITSUBISHI UFJ FINANCIAL GRO53.6K shares3.61%2026-03-312026-04-30

MCD MCDONALDS CORP2.9K shares-0.68%2026-03-312026-04-30

FIX COMFORT SYS USA INC653 shares59.27%2026-03-312026-04-30

AMP AMERIPRISE FINL INC2.0K shares1.66%2026-03-312026-04-30

WBD WARNER BROS DISCOVERY INC32.6K shares-5.01%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP3.3K shares174.06%2026-03-312026-04-30

Sponsored

PH PARKER-HANNIFIN CORP980 shares-10.17%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR6.5K shares11.61%2026-03-312026-04-30

APH AMPHENOL CORP6.8K shares-9.78%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC4.2K shares-0.33%2026-03-312026-04-30

GSK PLC GSK PLC15.4K shares54.07%2026-03-312026-04-30

KHC KRAFT HEINZ CO37.9K shares186.30%2026-03-312026-04-30

BBY BEST BUY INC13.1K shares249.79%2026-03-312026-04-30

IBN ICICI BANK LIMITED32.6K shares6.05%2026-03-312026-04-30

Sponsored

EXPE EXPEDIA GROUP INC3.6K shares-14.50%2026-03-312026-04-30

INTC INTEL CORP18.6K shares4.01%2026-03-312026-04-30

IWM ISHARES TR3.3K shares-94.40%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC2.3K shares2.02%2026-03-312026-04-30

DHR DANAHER CORP DEL4.3K shares3.56%2026-03-312026-04-30

SAP SAP SE4.7K shares-29.05%2026-03-312026-04-30

XLP SELECT SECTOR SPDR TR9.8K sharesnew addition2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC825 shares-13.07%2026-03-312026-04-30

Sponsored

XLU SELECT SECTOR SPDR TR17.3K shares-0.41%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F10.5K shares0.32%2026-03-312026-04-30

XLB SELECT SECTOR SPDR TR15.8K shares6.61%2026-03-312026-04-30

CVS CVS HEALTH CORP11.0K shares2.10%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR4.9K shares5.20%2026-03-312026-04-30

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.3K shares0.74%2026-03-312026-04-30

XLRE SELECT SECTOR SPDR TR18.7K shares8.39%2026-03-312026-04-30

CW CURTISS WRIGHT CORP1.1K shares8.00%2026-03-312026-04-30

Sponsored

DE DEERE & CO1.3K shares-2.96%2026-03-312026-04-30

UBS UBS GROUP AG19.2K shares0.91%2026-03-312026-04-30

CNQ CANADIAN NAT RES LTD MED TER15.2K shares1.68%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP1.1K shares3.13%2026-03-312026-04-30

XLC SELECT SECTOR SPDR TR6.7K shares15.35%2026-03-312026-04-30

TXN TEXAS INSTRS INC3.8K shares4.08%2026-03-312026-04-30

CRM SALESFORCE INC3.9K shares0.13%2026-03-312026-04-30

CAT CATERPILLAR INC1.0K shares19.74%2026-03-312026-04-30

Sponsored

CEG CONSTELLATION ENERGY CORP2.6K shares-5.79%2026-03-312026-04-30

HCA HCA HEALTHCARE INC1.5K shares-29.40%2026-03-312026-04-30

INCY INCYTE CORP7.6K shares-0.12%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.7K shares2.64%2026-03-312026-04-30

KLAC KLA CORP486 shares14.35%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L18.8K shares0.12%2026-03-312026-04-30

UNP UNION PAC CORP2.9K shares2.89%2026-03-312026-04-30

ADI ANALOG DEVICES INC2.2K shares-5.44%2026-03-312026-04-30

Sponsored

MU MICRON TECHNOLOGY INC2.1K shares-11.60%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC1.8K shares0.00%2026-03-312026-04-30

HON HONEYWELL INTL INC3.1K shares-18.41%2026-03-312026-04-30

DHI D R HORTON INC5.1K shares217.18%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC1.6K shares15.70%2026-03-312026-04-30

EFA ISHARES TR7.1K shares-18.22%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares1.67%2026-03-312026-04-30

PSX PHILLIPS 663.7K sharesnew addition2026-03-312026-04-30

Sponsored

NVO NOVO-NORDISK A S17.9K shares-18.19%2026-03-312026-04-30

NU NU HLDGS LTD47.0K shares0.01%2026-03-312026-04-30

CHTR CHARTER COMMUNICATIONS INC3.1K sharesnew addition2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC2.0K shares-10.04%2026-03-312026-04-30

PEG PUBLIC SVC ENTERPRISE GROUP8.3K shares-15.04%2026-03-312026-04-30

BBVA BANCO BILBAO VIZCAYA ARGENTA30.9K shares0.44%2026-03-312026-04-30

MCO MOODYS CORP1.5K shares-4.88%2026-03-312026-04-30

BCS BARCLAYS PLC31.3K shares7.46%2026-03-312026-04-30

Sponsored

ATO ATMOS ENERGY CORP3.6K shares26.17%2026-03-312026-04-30

GILD GILEAD SCIENCES INC4.7K shares3.19%2026-03-312026-04-30

PLD PROLOGIS INC.5.0K shares13.65%2026-03-312026-04-30

SONY SONY GROUP CORP31.6K shares-17.87%2026-03-312026-04-30

EME EMCOR GROUP INC870 shares24.11%2026-03-312026-04-30

EHC ENCOMPASS HEALTH CORP6.6K shares17.96%2026-03-312026-04-30

PEP PEPSICO INC4.1K shares-4.32%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F10.9K shares-6.92%2026-03-312026-04-30

Sponsored

ISHARES GOLD TR ISHARES GOLD TR7.0K sharesnew addition2026-03-312026-04-30

PGR PROGRESSIVE CORP3.1K shares-2.97%2026-03-312026-04-30

NKE NIKE INC11.5K shares-42.33%2026-03-312026-04-30

HST HOST HOTELS & RESORTS INC31.4K shares-6.41%2026-03-312026-04-30

CPB THE CAMPBELLS COMPANY27.3K shares228.96%2026-03-312026-04-30

SXI STANDEX INTL CORP2.4K shares2.32%2026-03-312026-04-30

HP INC HP INC31.1K shares52.03%2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INC3.1K shares0.78%2026-03-312026-04-30

Sponsored

ECL ECOLAB INC2.3K shares3.28%2026-03-312026-04-30

LYG LLOYDS BANKING GROUP PLC119.2K shares507.46%2026-03-312026-04-30

EMBJ EMBRAER S.A.10.0K shares4.20%2026-03-312026-04-30

LBRT LIBERTY ENERGY INC20.7K shares5.20%2026-03-312026-04-30

ARE ALEXANDRIA REAL ESTATE EQ IN12.6K sharesnew addition2026-03-312026-04-30

AKAM AKAMAI TECHNOLOGIES INC5.1K shares-8.32%2026-03-312026-04-30

WCN WASTE CONNECTIONS INC3.6K shares-26.46%2026-03-312026-04-30

NEM NEWMONT CORP5.3K shares-16.67%2026-03-312026-04-30

Sponsored

AEP AMERICAN ELEC PWR CO INC4.3K shares21.82%2026-03-312026-04-30

XEL XCEL ENERGY INC7.1K shares8.29%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC1.3K shares79.45%2026-03-312026-04-30

SWKS SKYWORKS SOLUTIONS INC10.5K sharesnew addition2026-03-312026-04-30

ADBE ADOBE INC2.3K shares-43.23%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP4.7K shares3.85%2026-03-312026-04-30

TPR TAPESTRY INC3.9K shares59.33%2026-03-312026-04-30

SHEL SHELL PLC5.9K shares13.54%2026-03-312026-04-30

Sponsored

FCX FREEPORT MCMORAN INC9.3K shares20.90%2026-03-312026-04-30

ABT ABBOTT LABORATORIES5.3K shares-55.05%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC2.6K shares1.23%2026-03-312026-04-30

AJG GALLAGHER ARTHUR J & CO2.5K shares12.10%2026-03-312026-04-30

GIS GENERAL MILLS INC14.5K shares17.45%2026-03-312026-04-30

ENSG ENSIGN GROUP INC2.7K shares-2.98%2026-03-312026-04-30

ABNB AIRBNB INC4.3K shares-0.65%2026-03-312026-04-30

APTIV PLC APTIV PLC7.7K sharesnew addition2026-03-312026-04-30

Sponsored

CNC CENTENE CORP DEL16.3K shares199.83%2026-03-312026-04-30

EFV ISHARES TR7.2K sharesnew addition2026-03-312026-04-30

CME CME GROUP INC1.8K shares6.31%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC1.8K shares1.79%2026-03-312026-04-30

AER AERCAP HOLDINGS NV3.8K shares90.74%2026-03-312026-04-30

MNST MONSTER BEVERAGE CORP NEW7.2K shares-5.20%2026-03-312026-04-30

GFI GOLD FIELDS LTD11.4K shares3.08%2026-03-312026-04-30

PPL PPL CORP13.4K shares6.05%2026-03-312026-04-30

Sponsored

VOYA VOYA FINANCIAL INC7.5K shares-0.39%2026-03-312026-04-30

USPH U S PHYSICAL THERAPY6.8K shares4.48%2026-03-312026-04-30

MLM MARTIN MARIETTA MATLS INC859 shares7.51%2026-03-312026-04-30

BVN COMPANIA DE MINAS BUENAVENTU14.0K shares4.19%2026-03-312026-04-30

XYL XYLEM INC4.2K shares-0.96%2026-03-312026-04-30

EOG EOG RES INC3.5K shares-50.04%2026-03-312026-04-30

NE NOBLE CORP PLC10.2K shares-5.32%2026-03-312026-04-30

VMI VALMONT INDS INC1.2K shares-10.32%2026-03-312026-04-30

Sponsored

FDX FEDEX CORP1.4K shares19.36%2026-03-312026-04-30

ENB ENBRIDGE INC9.1K shares-17.95%2026-03-312026-04-30

NXPI NXP SEMICONDUCTORS N V2.5K shares-2.51%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO1.9K shares-17.70%2026-03-312026-04-30

FIRST CTZNS BANCSHARES INC D FIRST CTZNS BANCSHARES INC D253 shares14.48%2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC1.6K shares13.51%2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION3.6K shares5.31%2026-03-312026-04-30

TGT TARGET CORP3.8K shares-51.39%2026-03-312026-04-30

Sponsored

SNY SANOFI SA9.6K shares23.11%2026-03-312026-04-30

IEMG ISHARES INC6.6K sharesnew addition2026-03-312026-04-30

WM WASTE MGMT INC DEL2.0K shares-2.59%2026-03-312026-04-30

TDY TELEDYNE TECHNOLOGIES INC742 shares-8.17%2026-03-312026-04-30

TLT ISHARES TR5.1K shares-16.62%2026-03-312026-04-30

JBL JABIL INC1.7K shares-8.46%2026-03-312026-04-30

NET CLOUDFLARE INC2.1K shares-0.28%2026-03-312026-04-30

VTR VENTAS INC5.3K shares20.25%2026-03-312026-04-30

Sponsored

HAS HASBRO INC4.6K shares26.30%2026-03-312026-04-30

BIIB BIOGEN INC2.4K shares-1.71%2026-03-312026-04-30

MMM 3M CO3.0K shares-7.89%2026-03-312026-04-30

OSIS OSI SYSTEMS INC1.6K shares7.89%2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC5.7K shares-37.32%2026-03-312026-04-30

PIPER SANDLER COMPANIES PIPER SANDLER COMPANIES5.6K sharesnew addition2026-03-312026-04-30

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC9.3K shares1.61%2026-03-312026-04-30

RBC RBC BEARINGS INC771 shares-4.34%2026-03-312026-04-30

Sponsored

MMC MARSH & MCLENNAN COS INC2.4K shares-9.39%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC7.2K shares8.04%2026-03-312026-04-30

WT WISDOMTREE INC28.4K shares28.61%2026-03-312026-04-30

PSMT PRICESMART INC2.7K shares-3.61%2026-03-312026-04-30

ED CONSOLIDATED EDISON INC3.7K sharesnew addition2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD3.3K shares10.69%2026-03-312026-04-30

IWB ISHARES TR1.2K shares24.38%2026-03-312026-04-30

UITB VICTORY PORTFOLIOS II8.8K shares-11.92%2026-03-312026-04-30

Sponsored

TT TRANE TECHNOLOGIES PLC989 shares-43.06%2026-03-312026-04-30

LMAT LEMAITRE VASCULAR INC3.8K shares-2.61%2026-03-312026-04-30

GM GENERAL MTRS CO5.5K shares-13.54%2026-03-312026-04-30

MTDR MATADOR RES CO6.5K shares-5.29%2026-03-312026-04-30

CYD CHINA YUCHAI INTL LTD10.6K shares2.85%2026-03-312026-04-30

DEO DIAGEO PLC5.5K shares10.24%2026-03-312026-04-30

LFUS LITTELFUSE INC1.2K shares-7.22%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC96 shares11.63%2026-03-312026-04-30

Sponsored

TIP ISHARES TR3.6K shares-3.88%2026-03-312026-04-30

CLX CLOROX CO DEL3.9K sharesnew addition2026-03-312026-04-30

BP BP PLC8.5K shares-48.39%2026-03-312026-04-30

WCC WESCO INTL INC1.4K shares-14.07%2026-03-312026-04-30

ARES ARES MANAGEMENT CORPORATION3.6K shares-4.82%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC4.0K shares5.25%2026-03-312026-04-30

SMFG SUMITOMO MITSUI FIN GRP INC19.8K shares6.59%2026-03-312026-04-30

TOTALENERGIES SE TOTALENERGIES SE4.2K shares-3.47%2026-03-312026-04-30

Sponsored

RGA REINSURANCE GROUP AMER INC1.9K shares13.11%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC3.4K shares-22.17%2026-03-312026-04-30

FTI TECHNIPFMC PLC5.6K shares-27.93%2026-03-312026-04-30

HXL HEXCEL CORP NEW4.8K shares2.10%2026-03-312026-04-30

GWW WW GRAINGER INC352 shares30.37%2026-03-312026-04-30

YOU CLEAR SECURE INC7.8K shares-19.48%2026-03-312026-04-30

HMY HARMONY GOLD MNG LTD24.6K shares2.53%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC1.6K shares8.33%2026-03-312026-04-30

Sponsored

RYAAY RYANAIR HOLDINGS PLC6.5K shares3.78%2026-03-312026-04-30

TNL TRAVEL PLUS LEISURE CO5.4K shares-5.30%2026-03-312026-04-30

GTES GATES INDL CORP PLC16.5K shares7.00%2026-03-312026-04-30

JBTM JBT MAREL CORPORATION2.9K shares9.55%2026-03-312026-04-30

WPM WHEATON PRECIOUS METALS CORP2.8K shares-3.15%2026-03-312026-04-30

VST VISTRA CORP2.4K shares-24.05%2026-03-312026-04-30

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.7K shares-5.35%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW1.1K shares3.17%2026-03-312026-04-30

Sponsored

SBSW SIBANYE STILLWATER LTD28.4K shares-0.51%2026-03-312026-04-30

IJK ISHARES TR3.6K shares7.76%2026-03-312026-04-30

IVLU ISHARES TR9.0K sharesnew addition2026-03-312026-04-30

AMT AMERICAN TOWER CORP2.1K shares23.88%2026-03-312026-04-30

SPG SIMON PPTY GROUP INC NEW1.9K shares-7.10%2026-03-312026-04-30

CXT CRANE NXT CO8.7K shares12.58%2026-03-312026-04-30

ESLT ELBIT SYS LTD413 sharesnew addition2026-03-312026-04-30

COHERENT CORP COHERENT CORP1.5K shares-6.85%2026-03-312026-04-30

Sponsored

POR PORTLAND GEN ELEC CO6.5K shares-7.85%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE C14.6K shares12.74%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F6.3K shares0.61%2026-03-312026-04-30

EMR EMERSON ELEC CO2.7K shares1.92%2026-03-312026-04-30

VIV TELEFONICA BRASIL SA21.8K shares5.37%2026-03-312026-04-30

ASND ASCENDIS PHARMA A/S1.5K shares4.40%2026-03-312026-04-30

APG API GROUP CORP8.4K shares6.06%2026-03-312026-04-30

ABVX ABIVAX SA3.0K shares10.51%2026-03-312026-04-30

Sponsored

FN FABRINET646 shares18.10%2026-03-312026-04-30

CSX CSX CORP8.2K shares47.82%2026-03-312026-04-30

IGV ISHARES TR4.2K shares-79.33%2026-03-312026-04-30

CWB SPDR SERIES TRUST3.6K shares-1.06%2026-03-312026-04-30

CGNX COGNEX CORP6.8K shares3.22%2026-03-312026-04-30

FI FISERV INC5.9K shares20.04%2026-03-312026-04-30

NRG NRG ENERGY INC2.3K shares-15.68%2026-03-312026-04-30

KLIC KULICKE & SOFFA INDS INC5.0K shares-18.37%2026-03-312026-04-30

Sponsored

RCL ROYAL CARIBBEAN GROUP1.2K shares-17.69%2026-03-312026-04-30

IBP INSTALLED BLDG PRODS INC1.2K shares9.61%2026-03-312026-04-30

ILMN ILLUMINA INC2.6K shares52.39%2026-03-312026-04-30

DOV DOVER CORP1.6K shares2.63%2026-03-312026-04-30

AVA AVISTA CORP8.1K shares-3.92%2026-03-312026-04-30

CX CEMEX SA EURO MTN BE 144A28.2K shares7.67%2026-03-312026-04-30

FLQM FRANKLIN TEMPLETON ETF TR5.9K shares0.00%2026-03-312026-04-30

MWA MUELLER WTR PRODS INC11.7K shares8.47%2026-03-312026-04-30

Sponsored

CBOE CBOE GLOBAL MKTS INC1.1K shares2.05%2026-03-312026-04-30

WMB WILLIAMS COS INC4.4K shares-20.52%2026-03-312026-04-30

STZ CONSTELLATION BRANDS INC2.1K shares-29.93%2026-03-312026-04-30

ITOT ISHARES TR2.2K sharesnew addition2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC1.1K shares-8.94%2026-03-312026-04-30

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP34.9K shares20.71%2026-03-312026-04-30

LUV SOUTHWEST AIRLS CO8.4K shares13.59%2026-03-312026-04-30

UFPT UFP TECHNOLOGIES INC1.6K shares9.59%2026-03-312026-04-30

Sponsored

SBAC SBA COMMUNICATIONS CORP1.8K shares-12.24%2026-03-312026-04-30

AYI ACUITY INC1.1K shares11.99%2026-03-312026-04-30

LQD ISHARES TR2.9K shares-4.20%2026-03-312026-04-30

VNET VNET GROUP INC37.2K shares4.60%2026-03-312026-04-30

MORN MORNINGSTAR INC1.8K shares7.98%2026-03-312026-04-30

NSSC NAPCO SEC TECHNOLOGIES INC7.8K shares2.86%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP4.9K shares-45.59%2026-03-312026-04-30

AA ALCOA CORP4.7K sharesnew addition2026-03-312026-04-30

Sponsored

BDX BECTON DICKINSON & CO2.0K shares-17.08%2026-03-312026-04-30

MFC MANULIFE FINL CORP8.9K shares1.91%2026-03-312026-04-30

PRDO PERDOCEO ED CORP8.2K shares-2.15%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN1.8K sharesnew addition2026-03-312026-04-30

CAG CONAGRA BRANDS INC19.4K shares-50.95%2026-03-312026-04-30

TSN TYSON FOODS INC4.7K shares-10.14%2026-03-312026-04-30

PHG KONINKLIJKE PHILIPS N V11.0K shares27.66%2026-03-312026-04-30

PHM PULTE GROUP INC2.6K shares10.10%2026-03-312026-04-30

Sponsored

URI UNITED RENTALS INC412 shares-3.29%2026-03-312026-04-30

ZBH ZIMMER BIOMET HOLDINGS INC3.3K shares-2.07%2026-03-312026-04-30

LEN LENNAR CORP3.4K shares-50.36%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP492 shares-11.51%2026-03-312026-04-30

PATK PATRICK INDS INC2.7K shares-10.57%2026-03-312026-04-30

WH WYNDHAM HOTELS & RESORTS INC3.6K shares-2.83%2026-03-312026-04-30

HII HUNTINGTON INGALLS INDS INC775 shares3.75%2026-03-312026-04-30

HOMB HOME BANCSHARES INC10.9K shares-2.98%2026-03-312026-04-30

Sponsored

FEZ SPDR INDEX SHS FDS4.7K sharesnew addition2026-03-312026-04-30

OSK OSHKOSH CORP2.0K shares4.84%2026-03-312026-04-30

GNRC GENERAC HLDGS INC1.5K shares-11.10%2026-03-312026-04-30

CHRD CHORD ENERGY CORPORATION2.1K sharesnew addition2026-03-312026-04-30

SHY ISHARES TR3.5K sharesnew addition2026-03-312026-04-30

GMAB GENMAB A/S10.9K shares3.68%2026-03-312026-04-30

SJNK SPDR SERIES TRUST11.6K shares-13.68%2026-03-312026-04-30

RPM RPM INTL INC2.9K shares-1.43%2026-03-312026-04-30

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.3K shares-3.38%2026-03-312026-04-30

THC TENET HEALTHCARE CORP1.5K shares1.87%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS5.8K sharesnew addition2026-03-312026-04-30

MCHP MICROCHIP TECHNOLOGY INC.4.4K shares-55.61%2026-03-312026-04-30

EXE EXPAND ENERGY CORPORATION2.6K sharesnew addition2026-03-312026-04-30

ALC ALCON AG3.8K shares-21.61%2026-03-312026-04-30

LOB LIVE OAK BANCSHARES INC8.6K shares27.25%2026-03-312026-04-30

CCJ CAMECO CORP2.6K shares-7.88%2026-03-312026-04-30

Sponsored

XSOE WISDOMTREE TR7.1K shares0.00%2026-03-312026-04-30

MUSA MURPHY USA INC574 shares-4.01%2026-03-312026-04-30

POWI POWER INTEGRATIONS INC5.5K sharesnew addition2026-03-312026-04-30

KEP KOREA ELEC PWR CORP19.8K shares3.47%2026-03-312026-04-30

MOG.A MOOG INC957 shares8.87%2026-03-312026-04-30

AEIS ADVANCED ENERGY INDS859 sharesnew addition2026-03-312026-04-30

CFG CITIZENS FINL GROUP INC4.6K shares-1.85%2026-03-312026-04-30

SPGI S&P GLOBAL INC649 shares-41.27%2026-03-312026-04-30

Sponsored

VNT VONTIER CORPORATION7.7K shares9.24%2026-03-312026-04-30

CFR CULLEN FROST BANKERS INC2.0K shares1.95%2026-03-312026-04-30

FHN FIRST HORIZON CORPORATION11.8K sharesnew addition2026-03-312026-04-30

INTA INTAPP INC10.6K shares8.84%2026-03-312026-04-30

RIO RIO TINTO PLC2.8K sharesnew addition2026-03-312026-04-30

AAON AAON INC3.3K shares-8.95%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO3.1K shares16.54%2026-03-312026-04-30

PPG PPG INDS INC2.5K shares-15.36%2026-03-312026-04-30

Sponsored

EFX EQUIFAX INC1.5K shares2.22%2026-03-312026-04-30

CCL CARNIVAL CORP10.3K shares9.31%2026-03-312026-04-30

TROW PRICE T ROWE GROUP INC2.9K shares-2.91%2026-03-312026-04-30

VSEC VSE CORP1.4K sharesnew addition2026-03-312026-04-30

BF.B BROWN FORMAN CORP9.9K shares-1.64%2026-03-312026-04-30

DBV TECHNOLOGIES S A DBV TECHNOLOGIES S A12.6K sharesnew addition2026-03-312026-04-30

GEF GREIF INC3.9K shares8.39%2026-03-312026-04-30

LSTR LANDSTAR SYS INC1.6K shares-1.91%2026-03-312026-04-30

Sponsored

MUB ISHARES TR2.5K sharesnew addition2026-03-312026-04-30

IRM IRON MTN INC DEL2.5K shares0.87%2026-03-312026-04-30

DXCM DEXCOM INC4.1K shares-5.32%2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN11.9K shares0.75%2026-03-312026-04-30

RMD RESMED INC1.2K shares-3.68%2026-03-312026-04-30

AWK AMERICAN WTR WKS CO INC NEW1.9K shares0.37%2026-03-312026-04-30

URA GLOBAL X FDS5.3K sharesnew addition2026-03-312026-04-30

CENCORA INC CENCORA INC808 shares-55.82%2026-03-312026-04-30

Sponsored

EQIX EQUINIX INC259 sharesnew addition2026-03-312026-04-30

KWR QUAKER HOUGHTON2.0K shares30.06%2026-03-312026-04-30

RELX RELX PLC7.6K shares22.25%2026-03-312026-04-30

RSG REPUBLIC SVCS INC1.2K shares13.81%2026-03-312026-04-30

IFF INTERNATIONAL FLAVORS&FRAGRA3.5K shares-6.15%2026-03-312026-04-30

NUE NUCOR CORP1.5K shares-53.76%2026-03-312026-04-30

ROL ROLLINS INC4.7K sharesnew addition2026-03-312026-04-30

KMX CARMAX INC6.0K shares-2.69%2026-03-312026-04-30

Sponsored

MTRN MATERION CORP1.7K shares-5.04%2026-03-312026-04-30

MELI MERCADOLIBRE INC144 shares-66.90%2026-03-312026-04-30

DTE DTE ENERGY CO1.7K shares2.74%2026-03-312026-04-30

CTRE CARETRUST REIT INC6.7K shares-5.44%2026-03-312026-04-30

BAX BAXTER INTL INC14.6K shares0.77%2026-03-312026-04-30

BC BRUNSWICK CORP3.4K shares-9.90%2026-03-312026-04-30

FANG DIAMONDBACK ENERGY INC1.2K sharesnew addition2026-03-312026-04-30

AFRM AFFIRM HLDGS INC5.3K shares68.76%2026-03-312026-04-30

Sponsored

DLR DIGITAL RLTY TR INC1.4K shares-20.84%2026-03-312026-04-30

ITRI ITRON INC2.7K shares8.26%2026-03-312026-04-30

TRNO TERRENO RLTY CORP3.9K shares-2.74%2026-03-312026-04-30

LPLA LPL FINL HLDGS INC809 shares20.75%2026-03-312026-04-30

ICE INTERCONTINENTAL EXCHANGE IN1.5K shares14.01%2026-03-312026-04-30

FUTU FUTU HLDGS LTD1.8K shares3.79%2026-03-312026-04-30

MSA MSA SAFETY INC1.5K shares0.47%2026-03-312026-04-30

SNOW SNOWFLAKE INC1.6K shares1.90%2026-03-312026-04-30

Sponsored

ADSK AUTODESK INC1.0K shares4.04%2026-03-312026-04-30

SUSL ISHARES TR2.1K sharesnew addition2026-03-312026-04-30

CPK CHESAPEAKE UTILS CORP1.9K shares-2.94%2026-03-312026-04-30

CHE CHEMED CORP NEW620 shares3.85%2026-03-312026-04-30

EE EXCELERATE ENERGY INC6.9K shares-4.56%2026-03-312026-04-30

ESQ ESQUIRE FINL HLDGS INC2.1K sharesnew addition2026-03-312026-04-30

CTAS CINTAS CORP1.4K sharesnew addition2026-03-312026-04-30

SAN BANCO SANTANDER SA20.2K shares6.18%2026-03-312026-04-30

Sponsored

CROWN CASTLE INC CROWN CASTLE INC2.8K sharesnew addition2026-03-312026-04-30

THRO BLACKROCK ETF TRUST6.3K sharesnew addition2026-03-312026-04-30

EL LAUDER ESTEE COS INC3.2K shares-10.75%2026-03-312026-04-30

MMSI MERIT MED SYS INC3.3K shares10.59%2026-03-312026-04-30

IR INGERSOLL RAND INC2.8K shares6.66%2026-03-312026-04-30

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO5.7K shares-3.48%2026-03-312026-04-30

AS AMER SPORTS INC6.8K shares0.13%2026-03-312026-04-30

CNS COHEN & STEERS INC3.6K shares-2.12%2026-03-312026-04-30

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.1K shares-9.22%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC3.2K shares35.34%2026-03-312026-04-30

LKFN LAKELAND FINL CORP3.9K shares2.42%2026-03-312026-04-30

VLRS CONTROLADORA VUELA COMP DE A30.5K sharesnew addition2026-03-312026-04-30

MET METLIFE INC3.1K shares-8.24%2026-03-312026-04-30

NXST NEXSTAR MEDIA GROUP INC1.2K shares-27.54%2026-03-312026-04-30

SFBS SERVISFIRST BANCSHARES INC3.0K sharesnew addition2026-03-312026-04-30

QNITY ELECTRONICS INC QNITY ELECTRONICS INC1.9K sharesnew addition2026-03-312026-04-30

Sponsored

CMI CUMMINS INC407 sharesnew addition2026-03-312026-04-30

HLNE HAMILTON LANE INC2.2K shares-4.96%2026-03-312026-04-30

OLED UNIVERSAL DISPLAY CORP2.4K shares22.97%2026-03-312026-04-30

FTNT FORTINET INC2.7K shares4.99%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC832 sharesnew addition2026-03-312026-04-30

VEON LTD VEON LTD4.7K shares14.45%2026-03-312026-04-30

DAR DARLING INGREDIENTS INC3.5K sharesnew addition2026-03-312026-04-30

IWR ISHARES TR2.2K shares-24.08%2026-03-312026-04-30

Sponsored

NATWEST GROUP PLC NATWEST GROUP PLC14.0K shares38.27%2026-03-312026-04-30

MKC MCCORMICK & CO INC4.3K sharesnew addition2026-03-312026-04-30

ARGX ARGENX SE293 shares-17.00%2026-03-312026-04-30

BMI BADGER METER INC1.4K shares20.73%2026-03-312026-04-30

COIN COINBASE GLOBAL INC1.2K shares-3.50%2026-03-312026-04-30

PERIMETER SOLUTIONS INC PERIMETER SOLUTIONS INC8.6K sharesnew addition2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC6.6K shares-8.86%2026-03-312026-04-30

UHS UNIVERSAL HLTH SVCS INC1.2K shares-72.70%2026-03-312026-04-30

Sponsored

AZZ AZZ INC1.7K sharesnew addition2026-03-312026-04-30

CELH CELSIUS HLDGS INC5.9K shares-2.17%2026-03-312026-04-30

UTZ UTZ BRANDS INC26.2K shares22.18%2026-03-312026-04-30

AGM FEDERAL AGRIC MTG CORP1.4K shares-3.06%2026-03-312026-04-30

CHUBB LTD SWITZ

-0.44%

Shares192.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-2.22%

Shares137.6K

Event2026-03-31

Filed2026-04-30

PJAN

INNOVATOR ETFS TRUST

New

Shares593.5K

Event2026-03-31

Filed2026-04-30

BALT

INNOVATOR ETFS TRUST

New

Shares550.3K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-2.15%

Shares57.2K

Event2026-03-31

Filed2026-04-30

IFEB

INNOVATOR ETFS TRUST

New

Shares540.7K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

0.27%

Shares88.9K

Event2026-03-31

Filed2026-04-30

SHV

ISHARES TR

New

Shares128.3K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-2.90%

Shares34.6K

Event2026-03-31

Filed2026-04-30

BJAN

INNOVATOR ETFS TRUST

New

Shares234.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-9.35%

Shares58.8K

Event2026-03-31

Filed2026-04-30

TMB

THORNBURG ETF TR

-0.76%

Shares444.6K

Event2026-03-31

Filed2026-04-30

ITT INC

-0.01%

Shares59.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-3.09%

Shares37.5K

Event2026-03-31

Filed2026-04-30

KFEB

INNOVATOR ETFS TRUST

New

Shares301.6K

Event2026-03-31

Filed2026-04-30

XBJA

INNOVATOR ETFS TRUST

New

Shares269.8K

Event2026-03-31

Filed2026-04-30

NJAN

INNOVATOR ETFS TRUST

New

Shares157.2K

Event2026-03-31

Filed2026-04-30

IQLT

ISHARES TR

30.49%

Shares157.3K

Event2026-03-31

Filed2026-04-30

EFG

ISHARES TR

6.88%

Shares54.8K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-2.69%

Shares9.2K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.24%

Shares17.1K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

3.01%

Shares17.6K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-6.29%

Shares12.6K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-2.98%

Shares170.7K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-4.02%

Shares10.6K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

-3.68%

Shares24.3K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-12.73%

Shares27.2K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

23.52%

Shares12.2K

Event2026-03-31

Filed2026-04-30