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The Analysis of PFG Advisors's Holdings & P&L

Currently, PFG Advisors holds 788 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in N/A (+180.0K shares, valued at $13.2M), XLE (+197.2K shares, valued at $12.1M), FCG (+380.5K shares, valued at $12.1M); decreased their positions in ACWI (-83.0K shares, valued at $11.5M), VWO (-193.3K shares, valued at $10.4M), XLI (-61.6K shares, valued at $10.0M); initiated new positions in FCG (+380.5K shares, valued at $12.1M), ARKF (+269.8K shares, valued at $10.3M), PFIX (+190.6K shares, valued at $8.8M).

1M P&L

+53.2M+2.67%

3M P&L

-168.7M-7.63%

HY P&L

-65.1M-3.09%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.4B

73.0%

2Semiconductors45.9M

2.5%

3Consumer Electronics40.9M

2.2%

Top Industries by Stock Count

1N/A508 stocks

67.7%

2Software - Application11 stocks

1.5%

3Aerospace & Defense10 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS150.3K shares4.95%2026-03-312026-05-05

VUG VANGUARD INDEX FDS97.6K shares-17.07%2026-03-312026-05-05

AAPL APPLE INC161.3K shares3.99%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR69.4K shares0.32%2026-03-312026-05-05

SCHD SCHWAB STRATEGIC TR1.1M shares47.10%2026-03-312026-05-05

SPYM SPDR SERIES TRUST436.5K shares-3.59%2026-03-312026-05-05

NVDA NVIDIA CORPORATION177.1K shares4.25%2026-03-312026-05-05

MSFT MICROSOFT CORP73.1K shares2.61%2026-03-312026-05-05

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS43.4K shares-4.04%2026-03-312026-05-05

VIG VANGUARD SPECIALIZED FUNDS118.3K shares6.29%2026-03-312026-05-05

FTEC FIDELITY COVINGTON TRUST102.3K shares1.66%2026-03-312026-05-05

GLD SPDR GOLD TR49.2K shares-8.81%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS136.7K shares6.72%2026-03-312026-05-05

IUSB ISHARES TR402.9K shares7.67%2026-03-312026-05-05

VXUS VANGUARD STAR FDS237.4K shares8.51%2026-03-312026-05-05

IEI ISHARES TR148.0K shares193.04%2026-03-312026-05-05

Sponsored

SGOV ISHARES TR169.5K shares71.13%2026-03-312026-05-05

XLE SELECT SECTOR SPDR TR278.0K shares243.84%2026-03-312026-05-05

BND VANGUARD BD INDEX FDS226.2K shares-6.43%2026-03-312026-05-05

IVV ISHARES TR25.2K shares-7.87%2026-03-312026-05-05

DFUS DIMENSIONAL ETF TRUST230.3K shares8.27%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II202.3K shares810.56%2026-03-312026-05-05

COST COSTCO WHOLESALE CORPORATION14.5K shares2.97%2026-03-312026-05-05

XLU SELECT SECTOR SPDR TR313.7K shares6.73%2026-03-312026-05-05

Sponsored

AMZN AMAZON COM INC68.8K shares4.91%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T21.9K shares-18.09%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR281.2K shares21.35%2026-03-312026-05-05

BROADCOM INC BROADCOM INC42.8K shares6.07%2026-03-312026-05-05

ALPHABET INC ALPHABET INC44.3K shares-1.44%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD183.7K shares5.90%2026-03-312026-05-05

FBND FIDELITY MERRIMACK STR TR266.1K shares-39.98%2026-03-312026-05-05

FCG FIRST TR EXCHANGE-TRADED FD380.5K sharesnew addition2026-03-312026-05-05

Sponsored

REMX VANECK ETF TRUST135.6K shares-20.08%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.5K shares-1.48%2026-03-312026-05-05

AGG ISHARES TR116.4K shares-1.05%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR385.5K shares-1.52%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO36.8K shares2.16%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II311.1K shares6.63%2026-03-312026-05-05

SCHX SCHWAB STRATEGIC TR408.7K shares7.08%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS207.0K shares2.28%2026-03-312026-05-05

Sponsored

ARKF ARK ETF TR269.8K sharesnew addition2026-03-312026-05-05

DFAC DIMENSIONAL ETF TRUST263.2K shares6.53%2026-03-312026-05-05

GLTR ABRDN PRECIOUS METALS BASKET46.8K shares1453.29%2026-03-312026-05-05

VTV VANGUARD INDEX FDS51.7K shares-2.59%2026-03-312026-05-05

SPTS SPDR SERIES TRUST346.9K shares4427.65%2026-03-312026-05-05

VMBS VANGUARD SCOTTSDALE FDS214.9K shares8.66%2026-03-312026-05-05

PG PROCTER & GAMBLE CO67.0K shares2.30%2026-03-312026-05-05

MINT PIMCO ETF TR95.6K shares3.92%2026-03-312026-05-05

Sponsored

SPLB SPDR SERIES TRUST428.1K shares6.45%2026-03-312026-05-05

GLDM WORLD GOLD TR102.3K shares-0.76%2026-03-312026-05-05

WFC WELLS FARGO & CO118.9K shares992.27%2026-03-312026-05-05

PFIX SIMPLIFY EXCHANGE TRADED FUN190.6K sharesnew addition2026-03-312026-05-05

VTIP VANGUARD MALVERN FDS172.4K shares3881.82%2026-03-312026-05-05

TLTW ISHARES TR378.0K shares1647.06%2026-03-312026-05-05

CAT CATERPILLAR INC12.0K shares2.82%2026-03-312026-05-05

SLQD ISHARES TR164.2K sharesnew addition2026-03-312026-05-05

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE193.3K shares11.69%2026-03-312026-05-05

ALPHABET INC ALPHABET INC28.1K shares-0.43%2026-03-312026-05-05

VEU VANGUARD INTL EQUITY INDEX F104.7K shares2.43%2026-03-312026-05-05

PYLD PIMCO ETF TR299.1K shares18.43%2026-03-312026-05-05

SMH VANECK ETF TRUST20.4K shares-2.76%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST131.3K shares11.81%2026-03-312026-05-05

IEF ISHARES TR79.5K shares-50.98%2026-03-312026-05-05

QUAL ISHARES TR39.0K shares-0.05%2026-03-312026-05-05

Sponsored

JNJ JOHNSON & JOHNSON30.3K shares8.17%2026-03-312026-05-05

IVE ISHARES TR34.7K shares9.36%2026-03-312026-05-05

SOXX ISHARES TR22.0K shares-5.90%2026-03-312026-05-05

IMTB ISHARES TR161.1K shares1.58%2026-03-312026-05-05

PTLC PACER FDS TR131.5K shares18.10%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F126.6K shares-60.42%2026-03-312026-05-05

KLAC KLA CORP4.6K shares-8.24%2026-03-312026-05-05

V VISA INC21.8K shares1.90%2026-03-312026-05-05

Sponsored

IUS INVESCO EXCH TRD SLF IDX FD113.4K shares4.98%2026-03-312026-05-05

UCON FIRST TR EXCHNG TRADED FD VI261.5K shares-21.49%2026-03-312026-05-05

COWZ PACER FDS TR101.5K shares-11.36%2026-03-312026-05-05

EME EMCOR GROUP INC8.4K shares2.27%2026-03-312026-05-05

SCHA SCHWAB STRATEGIC TR208.4K shares30.14%2026-03-312026-05-05

TSLA TESLA INC16.3K shares77.23%2026-03-312026-05-05

JIVE J P MORGAN EXCHANGE TRADED F69.8K shares177.56%2026-03-312026-05-05

XLG INVESCO EXCHANGE TRADED FD T109.5K shares-57.62%2026-03-312026-05-05

Sponsored

CVX CHEVRON CORPORATION28.4K shares-25.51%2026-03-312026-05-05

EFV ISHARES TR78.8K shares1.61%2026-03-312026-05-05

CGGR CAPITAL GROUP GROWTH ETF145.7K shares8.51%2026-03-312026-05-05

XOM EXXON MOBIL CORP34.0K shares4.07%2026-03-312026-05-05

VCIT VANGUARD SCOTTSDALE FDS68.8K shares-59.28%2026-03-312026-05-05

DFUV DIMENSIONAL ETF TRUST116.6K shares6.61%2026-03-312026-05-05

XTEN BONDBLOXX ETF TRUST120.9K shares3.39%2026-03-312026-05-05

IVW ISHARES TR48.9K shares8.94%2026-03-312026-05-05

Sponsored

BIV VANGUARD BD INDEX FDS71.6K shares-0.16%2026-03-312026-05-05

VBR VANGUARD INDEX FDS25.4K shares-3.46%2026-03-312026-05-05

IJH ISHARES TR81.3K shares-6.44%2026-03-312026-05-05

DFAE DIMENSIONAL ETF TRUST161.8K shares6.56%2026-03-312026-05-05

RTX RTX CORPORATION27.9K shares12.69%2026-03-312026-05-05

CGUS CAPITAL GROUP CORE EQUITY ET139.4K shares3.04%2026-03-312026-05-05

DFCF DIMENSIONAL ETF TRUST126.5K shares8.98%2026-03-312026-05-05

HD HOME DEPOT INC16.2K shares5.40%2026-03-312026-05-05

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T51.3K shares2.84%2026-03-312026-05-05

META META PLATFORMS INC9.1K shares-58.92%2026-03-312026-05-05

GSLC GOLDMAN SACHS ETF TR41.6K shares-41.43%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS58.3K shares8.81%2026-03-312026-05-05

AMGN AMGEN INC14.3K shares7.08%2026-03-312026-05-05

GEV GE VERNOVA INC5.8K shares5.46%2026-03-312026-05-05

DFAI DIMENSIONAL ETF TRUST127.7K shares6.30%2026-03-312026-05-05

DFAS DIMENSIONAL ETF TRUST69.6K shares6.08%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC22.1K shares14.83%2026-03-312026-05-05

VTEC VANGUARD CALIF TAX FREE FDS47.7K shares8.69%2026-03-312026-05-05

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP13.7K shares9.07%2026-03-312026-05-05

APH AMPHENOL CORP36.3K shares2.13%2026-03-312026-05-05

CGBL CAPITAL GROUP CORE BALANCED131.0K shares20.63%2026-03-312026-05-05

GAIN GLADSTONE INVT CORP315.3K shares3.30%2026-03-312026-05-05

PWR QUANTA SVCS INC8.1K shares17.55%2026-03-312026-05-05

WMT WALMART INC35.6K shares10.10%2026-03-312026-05-05

Sponsored

BWXT BWX TECHNOLOGIES INC21.5K shares10.62%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS40.0K shares-3.05%2026-03-312026-05-05

SPYI NEOS ETF TRUST88.7K shares208.14%2026-03-312026-05-05

FDVV FIDELITY COVINGTON TRUST78.6K shares-0.61%2026-03-312026-05-05

FTCS FIRST TR EXCHANGE-TRADED FD46.7K shares-6.00%2026-03-312026-05-05

VB VANGUARD INDEX FDS16.4K shares2.69%2026-03-312026-05-05

UNP UNION PAC CORP17.7K shares6.50%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR32.3K shares-41.59%2026-03-312026-05-05

Sponsored

PLTR PALANTIR TECHNOLOGIES INC29.0K shares49.37%2026-03-312026-05-05

LLY ELI LILLY & CO4.6K shares14.62%2026-03-312026-05-05

PAVE GLOBAL X FDS82.6K shares4.37%2026-03-312026-05-05

LAM RESEARCH CORP LAM RESEARCH CORP19.6K shares-20.97%2026-03-312026-05-05

SYK STRYKER CORPORATION12.5K shares10.63%2026-03-312026-05-05

ADI ANALOG DEVICES INC12.9K shares6.92%2026-03-312026-05-05

DUHP DIMENSIONAL ETF TRUST109.3K shares7.55%2026-03-312026-05-05

AME AMETEK INC18.4K shares0.86%2026-03-312026-05-05

Sponsored

DHR DANAHER CORP DEL20.7K shares-0.11%2026-03-312026-05-05

CGMS CAPITAL GRP FIXED INCM ETF T143.4K shares-1.94%2026-03-312026-05-05

AJG GALLAGHER ARTHUR J & CO17.9K shares0.93%2026-03-312026-05-05

CGGO CAPITAL GROUP GBL GROWTH EQT115.6K shares5.53%2026-03-312026-05-05

SPHB INVESCO EXCH TRADED FD TR II32.8K shares-71.99%2026-03-312026-05-05

HUBBELL INC HUBBELL INC7.7K shares0.86%2026-03-312026-05-05

VCR VANGUARD WORLD FD10.5K shares1.56%2026-03-312026-05-05

FMDE FIDELITY COVINGTON TRUST103.4K shares4.36%2026-03-312026-05-05

Sponsored

LNG CHENIERE ENERGY INC13.1K shares34.33%2026-03-312026-05-05

SPMO INVESCO EXCH TRADED FD TR II33.0K shares-2.96%2026-03-312026-05-05

SJNK SPDR SERIES TRUST147.0K shares-6.65%2026-03-312026-05-05

ORLY OREILLY AUTOMOTIVE INC39.8K shares6.84%2026-03-312026-05-05

MPWR MONOLITHIC PWR SYS INC3.3K shares-5.27%2026-03-312026-05-05

IWM ISHARES TR14.7K shares41.81%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F64.5K shares-5.01%2026-03-312026-05-05

IXUS ISHARES TR41.7K shares5.65%2026-03-312026-05-05

Sponsored

DIHP DIMENSIONAL ETF TRUST112.1K shares6.73%2026-03-312026-05-05

CMI CUMMINS INC6.7K shares9.55%2026-03-312026-05-05

HON HONEYWELL INTL INC15.9K shares6.85%2026-03-312026-05-05

SPIB SPDR SERIES TRUST106.4K shares-14.41%2026-03-312026-05-05

SNPS SYNOPSYS INC9.0K shares-0.68%2026-03-312026-05-05

QQQM INVESCO EXCH TRADED FD TR II15.0K shares22.81%2026-03-312026-05-05

VEA VANGUARD TAX-MANAGED FDS54.6K shares-14.40%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC29.1K shares7.13%2026-03-312026-05-05

Sponsored

BNDX VANGUARD CHARLOTTE FDS72.2K shares0.07%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR21.1K shares-74.47%2026-03-312026-05-05

CRH PLC CRH PLC31.8K shares43.55%2026-03-312026-05-05

XLV SELECT SECTOR SPDR TR22.6K shares-1.38%2026-03-312026-05-05

SCHB SCHWAB STRATEGIC TR131.9K shares-2.73%2026-03-312026-05-05

VIOG VANGUARD ADMIRAL FDS INC26.3K shares12.08%2026-03-312026-05-05

FDUS FIDUS INVT CORP187.7K shares2.01%2026-03-312026-05-05

EMXC ISHARES INC41.0K shares5.54%2026-03-312026-05-05

Sponsored

IOCT INNOVATOR ETFS TRUST92.0K shares-4.22%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP4.7K shares1.37%2026-03-312026-05-05

ITOT ISHARES TR22.3K shares8.18%2026-03-312026-05-05

FLRN SPDR SERIES TRUST103.1K shares10.01%2026-03-312026-05-05

FTXO FIRST TR EXCHANGE TRADED FD87.7K shares22.91%2026-03-312026-05-05

DIA STATE STR SPDR DOW JONES IND6.7K shares18.02%2026-03-312026-05-05

BOND PIMCO ETF TR33.3K shares175.30%2026-03-312026-05-05

LMT LOCKHEED MARTIN CORP5.1K shares26.93%2026-03-312026-05-05

Sponsored

CB CHUBB LTD SWITZ9.4K shares16.96%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR34.6K shares1.24%2026-03-312026-05-05

VOT VANGUARD INDEX FDS11.8K shares12.27%2026-03-312026-05-05

EATON CORP PLC EATON CORP PLC8.5K shares11.34%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T65.0K shares40.39%2026-03-312026-05-05

XLC SELECT SECTOR SPDR TR27.4K shares-75.57%2026-03-312026-05-05

DFAR DIMENSIONAL ETF TRUST127.1K shares9.31%2026-03-312026-05-05

FLOT ISHARES TR58.5K shares11.75%2026-03-312026-05-05

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.5K shares70.22%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR59.6K shares10.21%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC7.0K shares7.41%2026-03-312026-05-05

ISRG INTUITIVE SURGICAL INC6.3K shares3.27%2026-03-312026-05-05

XME SPDR SERIES TRUST26.6K shares2.69%2026-03-312026-05-05

BIL SPDR SERIES TRUST31.2K shares-72.79%2026-03-312026-05-05

GTO INVESCO ACTIVELY MANAGED EXC61.0K shares-66.81%2026-03-312026-05-05

IDXX IDEXX LABS INC5.1K shares0.55%2026-03-312026-05-05

Sponsored

IAGG ISHARES TR56.8K shares-16.00%2026-03-312026-05-05

CELESTICA INC CELESTICA INC10.1K shares18.74%2026-03-312026-05-05

DFGP DIMENSIONAL ETF TRUST52.2K shares11.45%2026-03-312026-05-05

VGT VANGUARD WORLD FD4.0K shares3.10%2026-03-312026-05-05

CHD CHURCH & DWIGHT CO INC29.5K shares2.73%2026-03-312026-05-05

IEFA ISHARES TR30.4K shares-18.95%2026-03-312026-05-05

FVAL FIDELITY COVINGTON TRUST39.4K shares-34.48%2026-03-312026-05-05

FANG DIAMONDBACK ENERGY INC13.7K shares1.38%2026-03-312026-05-05

Sponsored

JPIE J P MORGAN EXCHANGE TRADED F58.8K shares20.62%2026-03-312026-05-05

THRO BLACKROCK ETF TRUST74.6K shares7.21%2026-03-312026-05-05

BAI BLACKROCK ETF TRUST81.9K shares12.40%2026-03-312026-05-05

IJR ISHARES TR21.7K shares-4.25%2026-03-312026-05-05

IWR ISHARES TR27.6K shares92.16%2026-03-312026-05-05

VO VANGUARD INDEX FDS9.3K shares1.55%2026-03-312026-05-05

CDNS CADENCE DESIGN SYSTEM INC9.5K shares1.62%2026-03-312026-05-05

USFR WISDOMTREE TR52.4K shares-10.68%2026-03-312026-05-05

Sponsored

DIVO AMPLIFY ETF TR58.6K shares-10.20%2026-03-312026-05-05

BRTR BLACKROCK ETF TRUST II52.0K shares42.00%2026-03-312026-05-05

CSL CARLISLE COS INC7.8K shares-14.46%2026-03-312026-05-05

SCHF SCHWAB STRATEGIC TR104.7K shares0.38%2026-03-312026-05-05

ARB ALTSHARES TRUST87.2K shares-22.90%2026-03-312026-05-05

AGX ARGAN INC4.7K shares4.98%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR90.4K shares-1.07%2026-03-312026-05-05

IUSG ISHARES TR16.0K shares1.83%2026-03-312026-05-05

Sponsored

DLN WISDOMTREE TR27.8K shares-15.74%2026-03-312026-05-05

GLRY NORTHERN LTS FD TR IV66.0K shares1.78%2026-03-312026-05-05

HEDJ WISDOMTREE TR46.7K shares9.94%2026-03-312026-05-05

PAYX PAYCHEX INC26.3K shares2.60%2026-03-312026-05-05

CDC VICTORY PORTFOLIOS II33.7K shares16.04%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS30.5K shares4.08%2026-03-312026-05-05

ASML ASML HLDG NV1.8K shares0.06%2026-03-312026-05-05

VIOO VANGUARD ADMIRAL FDS INC20.5K shares-3.87%2026-03-312026-05-05

Sponsored

ADP AUTOMATIC DATA PROCESSING IN11.4K shares-1.59%2026-03-312026-05-05

XSMO INVESCO EXCHANGE TRADED FD T30.2K shares-0.23%2026-03-312026-05-05

NVBW AIM ETF PRODUCTS TRUST68.2K shares-11.97%2026-03-312026-05-05

SHLD GLOBAL X FDS31.8K shares2.21%2026-03-312026-05-05

HEI HEICO CORP NEW8.1K shares0.49%2026-03-312026-05-05

JHMM JOHN HANCOCK EXCHANGE TRADED33.3K shares-50.89%2026-03-312026-05-05

CSCO CISCO SYS INC28.7K shares12.54%2026-03-312026-05-05

VGSH VANGUARD SCOTTSDALE FDS37.8K shares1.25%2026-03-312026-05-05

Sponsored

FESM FIDELITY COVINGTON TRUST58.1K shares11.19%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC10.8K shares6.22%2026-03-312026-05-05

VDC VANGUARD WORLD FD9.7K shares-0.91%2026-03-312026-05-05

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IBTO ISHARES TR87.8K shares-16.00%2026-03-312026-05-05

AVEM AMERICAN CENTY ETF TR26.3K shares9.73%2026-03-312026-05-05

SPTL SPDR SERIES TRUST80.4K shares-10.50%2026-03-312026-05-05

LINDE PLC LINDE PLC4.2K shares20.94%2026-03-312026-05-05

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IHDG WISDOMTREE TR43.4K shares-40.48%2026-03-312026-05-05

ITA ISHARES TR9.5K shares2.29%2026-03-312026-05-05

LVHI LEGG MASON ETF INVT51.4K shares-9.14%2026-03-312026-05-05

FLHY FRANKLIN TEMPLETON ETF TR85.9K shares-44.42%2026-03-312026-05-05

POWL POWELL INDS INC3.8K shares1.01%2026-03-312026-05-05

IXN ISHARES TR20.5K shares30.62%2026-03-312026-05-05

TMSL T ROWE PRICE ETF INC55.8K shares3.58%2026-03-312026-05-05

OCTW AIM ETF PRODUCTS TRUST52.9K shares-2.36%2026-03-312026-05-05

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VXF VANGUARD INDEX FDS9.9K shares0.12%2026-03-312026-05-05

ITW ILLINOIS TOOL WKS INC7.7K shares24.73%2026-03-312026-05-05

MPC MARATHON PETE CORP8.2K shares8.60%2026-03-312026-05-05

IBM INTERNATIONAL BUSINESS MACHS8.1K shares7.36%2026-03-312026-05-05

FENI FIDELITY COVINGTON TRUST53.1K shares57.40%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE6.9K shares-2.00%2026-03-312026-05-05

IAK ISHARES TR15.1K shares1.30%2026-03-312026-05-05

MA MASTERCARD INCORPORATED3.9K shares-3.99%2026-03-312026-05-05

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QQQI NEOS ETF TRUST38.5K sharesnew addition2026-03-312026-05-05

EOCT INNOVATOR ETFS TRUST59.9K shares-0.10%2026-03-312026-05-05

SPGI S&P GLOBAL INC4.5K shares0.88%2026-03-312026-05-05

EMGF ISHARES INC31.6K shares-49.29%2026-03-312026-05-05

DFIS DIMENSIONAL ETF TRUST56.0K shares6.49%2026-03-312026-05-05

SHW SHERWIN WILLIAMS CO5.9K shares1.47%2026-03-312026-05-05

SPYX SPDR SERIES TRUST35.2K shares0.58%2026-03-312026-05-05

IUSV ISHARES TR18.2K shares-11.01%2026-03-312026-05-05

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SLV ISHARES SILVER TR26.8K shares-20.43%2026-03-312026-05-05

KO COCA COLA CO23.8K shares67.79%2026-03-312026-05-05

CGGE CAPITAL GROUP GLOBAL EQUITY58.9K shares23.22%2026-03-312026-05-05

DGRO ISHARES TR25.5K shares4.85%2026-03-312026-05-05

EPR EPR PPTYS35.6K shares0.00%2026-03-312026-05-05

SCHM SCHWAB STRATEGIC TR57.0K shares-24.96%2026-03-312026-05-05

LRGE LEGG MASON ETF INVT23.3K shares0.79%2026-03-312026-05-05

MMC MARSH & MCLENNAN COS INC10.1K shares26.58%2026-03-312026-05-05

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PNQI INVESCO EXCHANGE TRADED FD T38.9K shares-13.42%2026-03-312026-05-05

THYF T ROWE PRICE ETF INC33.9K shares10.88%2026-03-312026-05-05

IESC IES HOLDINGS INC3.6K shares5.01%2026-03-312026-05-05

NVT NVENT ELEC PLC14.5K shares21.17%2026-03-312026-05-05

CGMM CAPITAL GROUP EQUITY ETF TR58.5K shares26.98%2026-03-312026-05-05

MGV VANGUARD WORLD FD11.7K shares4.15%2026-03-312026-05-05

IGOV ISHARES TR41.2K shares26.61%2026-03-312026-05-05

CENCORA INC CENCORA INC5.4K shares5.01%2026-03-312026-05-05

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RKT ROCKET COS INC118.1K shares0.57%2026-03-312026-05-05

MUB ISHARES TR15.9K shares-1.14%2026-03-312026-05-05

DSI ISHARES TR13.9K shares-4.70%2026-03-312026-05-05

SPYV SPDR SERIES TRUST29.7K shares-18.34%2026-03-312026-05-05

DGCB DIMENSIONAL ETF TRUST30.9K shares12.31%2026-03-312026-05-05

PIZ INVESCO EXCH TRADED FD TR II33.5K shares5.86%2026-03-312026-05-05

CGDG CAPITAL GROUP DIVIDEND GROWE46.1K shares2.04%2026-03-312026-05-05

IJAN INNOVATOR ETFS TRUST44.8K shares2.73%2026-03-312026-05-05

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JBBB JANUS DETROIT STR TR34.7K shares15.26%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC5.9K shares-10.68%2026-03-312026-05-05

ARKK ARK ETF TR23.1K shares-30.52%2026-03-312026-05-05

EUAD SPINNAKER ETF SERIES38.0K shares-83.98%2026-03-312026-05-05

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TLH ISHARES TR15.3K shares10.20%2026-03-312026-05-05

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7.7K shares-42.19%2026-03-312026-05-05

SCYB SCHWAB STRATEGIC TR58.7K sharesnew addition2026-03-312026-05-05

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VABS VIRTUS ETF TR II62.8K shares6.82%2026-03-312026-05-05

VWOB VANGUARD WHITEHALL FDS23.0K shares-8.92%2026-03-312026-05-05

AMAT APPLIED MATLS INC4.4K shares38.53%2026-03-312026-05-05

XMMO INVESCO EXCHANGE TRADED FD T10.4K shares13.36%2026-03-312026-05-05

EEM ISHARES TR26.4K shares7.28%2026-03-312026-05-05

FIX COMFORT SYS USA INC1.1K shares1.51%2026-03-312026-05-05

EQIX EQUINIX INC1.5K shares0.67%2026-03-312026-05-05

NEOS ETF TRUST NEOS ETF TRUST30.2K shares20.10%2026-03-312026-05-05

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MSCI MSCI INC2.7K shares-6.31%2026-03-312026-05-05

APP APPLOVIN CORP3.6K shares6.72%2026-03-312026-05-05

USMV ISHARES TR15.6K shares5.90%2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS15.3K shares2.15%2026-03-312026-05-05

IWF ISHARES TR3.4K shares-1.49%2026-03-312026-05-05

FNCL FIDELITY COVINGTON TRUST20.5K shares4.07%2026-03-312026-05-05

FDRR FIDELITY COVINGTON TRUST24.0K shares10.43%2026-03-312026-05-05

IAUI NEOS ETF TRUST24.8K shares86.71%2026-03-312026-05-05

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DFSD DIMENSIONAL ETF TRUST29.4K shares9.36%2026-03-312026-05-05

HWM HOWMET AEROSPACE INC6.1K shares0.63%2026-03-312026-05-05

PEP PEPSICO INC8.9K shares18.85%2026-03-312026-05-05

SPGM SPDR INDEX SHS FDS18.2K shares3.75%2026-03-312026-05-05

BELFB BEL FUSE INC6.9K shares4.34%2026-03-312026-05-05

VHT VANGUARD WORLD FD5.0K shares-3.90%2026-03-312026-05-05

VFMO VANGUARD WELLINGTON FD6.9K shares7.24%2026-03-312026-05-05

GOVT ISHARES TR59.6K shares-12.39%2026-03-312026-05-05

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USHY ISHARES TR36.9K shares28.06%2026-03-312026-05-05

FAB FIRST TR EXCHANGE-TRADED ALP14.0K shares0.00%2026-03-312026-05-05

DBMF LITMAN GREGORY FDS TR43.6K sharesnew addition2026-03-312026-05-05

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DGRW WISDOMTREE TR14.8K shares-32.16%2026-03-312026-05-05

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CACI CACI INTL INC2.4K shares-0.63%2026-03-312026-05-05

PTNQ PACER FDS TR17.7K shares2.42%2026-03-312026-05-05

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ACWI ISHARES TR9.1K shares-90.07%2026-03-312026-05-05

HCA HCA HEALTHCARE INC2.6K shares8.23%2026-03-312026-05-05

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SILA SILA REALTY TRUST INC52.5K shares0.00%2026-03-312026-05-05

QEFA SPDR INDEX SHS FDS13.3K shares-47.48%2026-03-312026-05-05

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ARISTA NETWORKS INC ARISTA NETWORKS INC10.0K shares460.83%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS20.6K shares29.23%2026-03-312026-05-05

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MGK VANGUARD WORLD FD3.3K shares4.70%2026-03-312026-05-05

MTUM ISHARES TR5.1K shares7.12%2026-03-312026-05-05

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MMIT NEW YORK LIFE INVTS ACTIVE E50.2K shares-13.05%2026-03-312026-05-05

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JSMD JANUS DETROIT STR TR15.0K shares46.54%2026-03-312026-05-05

CALF PACER FDS TR26.1K shares-32.74%2026-03-312026-05-05

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FIW FIRST TR EXCHANGE-TRADED FD11.3K shares0.43%2026-03-312026-05-05

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TDG TRANSDIGM GROUP INC998 shares8.13%2026-03-312026-05-05

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THE CIGNA GROUP THE CIGNA GROUP4.3K shares6.09%2026-03-312026-05-05

UJAN INNOVATOR ETFS TRUST27.0K shares-6.67%2026-03-312026-05-05

NXT NEXTPOWER INC9.5K shares7.75%2026-03-312026-05-05

CME CME GROUP INC3.9K shares5.35%2026-03-312026-05-05

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GRBK GREEN BRICK PARTNERS INC17.7K shares45.52%2026-03-312026-05-05

ET ENERGY TRANSFER L P59.0K shares1.97%2026-03-312026-05-05

VBIL VANGUARD INSTL INDEX FD15.0K sharesnew addition2026-03-312026-05-05

CRS CARPENTER TECHNOLOGY CORP2.9K shares5.12%2026-03-312026-05-05

XLP SELECT SECTOR SPDR TR13.8K shares-1.74%2026-03-312026-05-05

INTU INTUIT2.6K shares-24.08%2026-03-312026-05-05

JANW AIM ETF PRODUCTS TRUST30.9K shares-57.59%2026-03-312026-05-05

DAC DANAOS CORPORATION10.0K shares7.61%2026-03-312026-05-05

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MDYG SPDR SERIES TRUST11.7K shares-5.83%2026-03-312026-05-05

J JACOBS SOLUTIONS INC8.8K shares12.98%2026-03-312026-05-05

EAGG ISHARES TR23.5K shares-12.17%2026-03-312026-05-05

SBR SABINE RTY TR14.8K shares0.00%2026-03-312026-05-05

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PSLV SPROTT ASSET MANAGEMENT LP45.2K shares-22.85%2026-03-312026-05-05

CGCP CAPITAL GRP FIXED INCM ETF T49.2K shares2.43%2026-03-312026-05-05

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JMTG J P MORGAN EXCHANGE TRADED F21.4K shares0.58%2026-03-312026-05-05

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JEPQ J P MORGAN EXCHANGE TRADED F19.4K shares-15.82%2026-03-312026-05-05

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JBHT HUNT J B TRANS SVCS INC5.0K sharesnew addition2026-03-312026-05-05

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EFAV ISHARES TR10.8K shares4.47%2026-03-312026-05-05

CORP PIMCO ETF TR10.2K shares-1.52%2026-03-312026-05-05

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IVOV VANGUARD ADMIRAL FDS INC9.6K shares-9.59%2026-03-312026-05-05

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BCAL CALIFORNIA BANCORP54.5K shares0.00%2026-03-312026-05-05

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BAR GRANITESHARES GOLD TR20.7K shares12.53%2026-03-312026-05-05

CIBR FIRST TR EXCHANGE-TRADED FD15.0K shares-29.15%2026-03-312026-05-05

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AWK AMERICAN WTR WKS CO INC NEW6.9K shares-7.80%2026-03-312026-05-05

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NFLX NETFLIX INC.9.5K shares21.38%2026-03-312026-05-05

VOOG VANGUARD ADMIRAL FDS INC2.3K shares3.73%2026-03-312026-05-05

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TER TERADYNE INC3.1K shares-0.06%2026-03-312026-05-05

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STRT STRATTEC SEC CORP11.4K shares12.91%2026-03-312026-05-05

GQRE FLEXSHARES TR15.0K shares-63.62%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC1.0K shares0.77%2026-03-312026-05-05

SHEL SHELL PLC9.5K shares17.65%2026-03-312026-05-05

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NB NIOCORP DEVS LTD196.7K shares0.00%2026-03-312026-05-05

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COP CONOCOPHILLIPS6.4K shares16.69%2026-03-312026-05-05

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SPYD SPDR SERIES TRUST18.5K shares3.18%2026-03-312026-05-05

AER AERCAP HOLDINGS NV6.1K shares8.42%2026-03-312026-05-05

QTUM ETF SER SOLUTIONS7.7K shares11.51%2026-03-312026-05-05

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VNLA JANUS DETROIT STR TR16.5K shares-64.50%2026-03-312026-05-05

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FELC FIDELITY COVINGTON TRUST22.0K sharesnew addition2026-03-312026-05-05

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INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T17.4K shares-52.76%2026-03-312026-05-05

PFLT PENNANTPARK FLOATING RATE CA99.0K shares0.98%2026-03-312026-05-05

MUNI PIMCO ETF TR15.1K shares128.94%2026-03-312026-05-05

TOTL SSGA ACTIVE ETF TR19.7K shares13.34%2026-03-312026-05-05

ISTB ISHARES TR16.1K shares-4.01%2026-03-312026-05-05

QTEC FIRST TR EXCHANGE-TRADED FD3.6K shares-4.16%2026-03-312026-05-05

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MGC VANGUARD WORLD FD3.2K shares-0.09%2026-03-312026-05-05

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IYE ISHARES TR11.8K sharesnew addition2026-03-312026-05-05

CGXU CAPITAL GROUP INTL FOCUS EQT25.8K shares33.34%2026-03-312026-05-05

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IQV IQVIA HLDGS INC4.4K shares7.24%2026-03-312026-05-05

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IMCG ISHARES TR9.6K shares-3.58%2026-03-312026-05-05

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VCSH VANGUARD SCOTTSDALE FDS9.5K shares11.36%2026-03-312026-05-05

FPX FIRST TR EXCHANGE-TRADED FD4.7K shares19.52%2026-03-312026-05-05

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IJK ISHARES TR7.4K shares1.23%2026-03-312026-05-05

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QDPL PACER FDS TR18.1K shares16.70%2026-03-312026-05-05

URI UNITED RENTALS INC994 shares5.86%2026-03-312026-05-05

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NUTX NUTEX HEALTH INC7.5K shares23.75%2026-03-312026-05-05

JPST J P MORGAN EXCHANGE TRADED F14.0K shares66.20%2026-03-312026-05-05

FUTY FIDELITY COVINGTON TRUST11.9K shares-38.08%2026-03-312026-05-05

IFEB INNOVATOR ETFS TRUST23.6K shares3.81%2026-03-312026-05-05

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CGCB CAPITAL GRP FIXED INCM ETF T26.8K shares13.29%2026-03-312026-05-05

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SCHZ SCHWAB STRATEGIC TR30.1K shares24.97%2026-03-312026-05-05

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HDV ISHARES TR5.1K shares66.35%2026-03-312026-05-05

SHY ISHARES TR8.4K shares-6.73%2026-03-312026-05-05

MOAT VANECK ETF TRUST7.1K shares46.00%2026-03-312026-05-05

ATI ATI INC4.7K sharesnew addition2026-03-312026-05-05

Sponsored

FNDC SCHWAB STRATEGIC TR14.8K shares-42.39%2026-03-312026-05-05

TJX TJX COS INC NEW4.3K shares2.38%2026-03-312026-05-05

EUSA ISHARES INC6.6K shares0.18%2026-03-312026-05-05

NOW SERVICENOW INC6.5K shares-10.22%2026-03-312026-05-05

BKNG BOOKING HOLDINGS INC160 shares3.23%2026-03-312026-05-05

LDUR PIMCO ETF TR7.0K shares-70.40%2026-03-312026-05-05

INCY INCYTE CORP7.1K shares90.08%2026-03-312026-05-05

LQD ISHARES TR6.1K shares51.77%2026-03-312026-05-05

Sponsored

EDV VANGUARD WORLD FD10.2K shares90.44%2026-03-312026-05-05

BUFG FIRST TR EXCHNG TRADED FD VI24.6K shares-2.41%2026-03-312026-05-05

IYW ISHARES TR3.6K shares-3.07%2026-03-312026-05-05

AIQ GLOBAL X FDS14.0K shares21.62%2026-03-312026-05-05

OUNZ VANECK MERK GOLD ETF14.5K shares12.64%2026-03-312026-05-05

HYG ISHARES TR8.2K shares-5.52%2026-03-312026-05-05

SPDW SPDR INDEX SHS FDS14.2K shares-41.90%2026-03-312026-05-05

ARCC ARES CAPITAL CORP35.8K shares3.93%2026-03-312026-05-05

Sponsored

DECW AIM ETF PRODUCTS TRUST19.2K shares0.78%2026-03-312026-05-05

TLT ISHARES TR7.4K shares-69.77%2026-03-312026-05-05

FTA FIRST TR EXCHANGE-TRADED ALP6.9K shares-25.23%2026-03-312026-05-05

GCV GABELLI CONV & INC SECS FD I148.9K shares4.21%2026-03-312026-05-05

VST VISTRA CORP4.2K shares18.28%2026-03-312026-05-05

IVOG VANGUARD ADMIRAL FDS INC5.1K shares0.20%2026-03-312026-05-05

CLIP GLOBAL X FDS6.3K shares-3.81%2026-03-312026-05-05

PNW PINNACLE WEST CAP CORP6.2K sharesnew addition2026-03-312026-05-05

Sponsored

SCHW SCHWAB CHARLES CORP6.6K shares-1.80%2026-03-312026-05-05

IWD ISHARES TR2.8K shares0.11%2026-03-312026-05-05

BKLN INVESCO EXCH TRADED FD TR II29.6K shares18.11%2026-03-312026-05-05

EOG EOG RES INC4.2K shares-0.95%2026-03-312026-05-05

VTI

VANGUARD INDEX FDS

4.95%

Shares150.3K

Event2026-03-31

Filed2026-05-05

VUG

VANGUARD INDEX FDS

-17.07%

Shares97.6K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

3.99%

Shares161.3K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

0.32%

Shares69.4K

Event2026-03-31

Filed2026-05-05

SCHD

SCHWAB STRATEGIC TR

47.10%

Shares1.1M

Event2026-03-31

Filed2026-05-05

SPYM

SPDR SERIES TRUST

-3.59%

Shares436.5K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

4.25%

Shares177.1K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

2.61%

Shares73.1K

Event2026-03-31

Filed2026-05-05

VANGUARD INDEX FDS

-4.04%

Shares43.4K

Event2026-03-31

Filed2026-05-05

VIG

VANGUARD SPECIALIZED FUNDS

6.29%

Shares118.3K

Event2026-03-31

Filed2026-05-05

FTEC

FIDELITY COVINGTON TRUST

1.66%

Shares102.3K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-8.81%

Shares49.2K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

6.72%

Shares136.7K

Event2026-03-31

Filed2026-05-05

IUSB

ISHARES TR

7.67%

Shares402.9K

Event2026-03-31

Filed2026-05-05

VXUS

VANGUARD STAR FDS

8.51%

Shares237.4K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES TR

193.04%

Shares148.0K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

71.13%

Shares169.5K

Event2026-03-31

Filed2026-05-05

XLE

SELECT SECTOR SPDR TR

243.84%

Shares278.0K

Event2026-03-31

Filed2026-05-05

BND

VANGUARD BD INDEX FDS

-6.43%

Shares226.2K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-7.87%

Shares25.2K

Event2026-03-31

Filed2026-05-05

DFUS

DIMENSIONAL ETF TRUST

8.27%

Shares230.3K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

810.56%

Shares202.3K

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

2.97%

Shares14.5K

Event2026-03-31

Filed2026-05-05

XLU

SELECT SECTOR SPDR TR

6.73%

Shares313.7K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

4.91%

Shares68.8K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-18.09%

Shares21.9K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

21.35%

Shares281.2K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

6.07%

Shares42.8K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-1.44%

Shares44.3K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

5.90%

Shares183.7K

Event2026-03-31

Filed2026-05-05

FBND

FIDELITY MERRIMACK STR TR

-39.98%

Shares266.1K

Event2026-03-31

Filed2026-05-05

FCG

FIRST TR EXCHANGE-TRADED FD

New

Shares380.5K

Event2026-03-31

Filed2026-05-05

REMX

VANECK ETF TRUST

-20.08%

Shares135.6K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-1.48%

Shares24.5K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

-1.05%

Shares116.4K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

-1.52%

Shares385.5K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

2.16%

Shares36.8K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

6.63%

Shares311.1K

Event2026-03-31

Filed2026-05-05

SCHX

SCHWAB STRATEGIC TR

7.08%

Shares408.7K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

2.28%

Shares207.0K

Event2026-03-31

Filed2026-05-05

ARKF

ARK ETF TR

New

Shares269.8K

Event2026-03-31

Filed2026-05-05

DFAC

DIMENSIONAL ETF TRUST

6.53%

Shares263.2K

Event2026-03-31

Filed2026-05-05

GLTR

ABRDN PRECIOUS METALS BASKET

1453.29%

Shares46.8K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-2.59%

Shares51.7K

Event2026-03-31

Filed2026-05-05

SPTS

SPDR SERIES TRUST

4427.65%

Shares346.9K

Event2026-03-31

Filed2026-05-05

VMBS

VANGUARD SCOTTSDALE FDS

8.66%

Shares214.9K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

2.30%

Shares67.0K

Event2026-03-31

Filed2026-05-05

MINT

PIMCO ETF TR

3.92%

Shares95.6K

Event2026-03-31

Filed2026-05-05

SPLB

SPDR SERIES TRUST

6.45%

Shares428.1K

Event2026-03-31

Filed2026-05-05

GLDM

WORLD GOLD TR

-0.76%

Shares102.3K

Event2026-03-31

Filed2026-05-05

WFC

WELLS FARGO & CO

992.27%

Shares118.9K

Event2026-03-31

Filed2026-05-05

PFIX

SIMPLIFY EXCHANGE TRADED FUN

New

Shares190.6K

Event2026-03-31

Filed2026-05-05

VTIP

VANGUARD MALVERN FDS

3881.82%

Shares172.4K

Event2026-03-31

Filed2026-05-05

TLTW

ISHARES TR

1647.06%

Shares378.0K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

2.82%

Shares12.0K

Event2026-03-31

Filed2026-05-05

SLQD

ISHARES TR

New

Shares164.2K

Event2026-03-31

Filed2026-05-05

CGDV

CAPITAL GROUP DIVIDEND VALUE

11.69%

Shares193.3K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-0.43%

Shares28.1K

Event2026-03-31

Filed2026-05-05

VEU

VANGUARD INTL EQUITY INDEX F

2.43%

Shares104.7K

Event2026-03-31

Filed2026-05-05

PYLD

PIMCO ETF TR

18.43%

Shares299.1K

Event2026-03-31

Filed2026-05-05

SMH

VANECK ETF TRUST

-2.76%

Shares20.4K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

11.81%

Shares131.3K

Event2026-03-31

Filed2026-05-05

IEF

ISHARES TR

-50.98%

Shares79.5K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-0.05%

Shares39.0K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

8.17%

Shares30.3K

Event2026-03-31

Filed2026-05-05

IVE

ISHARES TR

9.36%

Shares34.7K

Event2026-03-31

Filed2026-05-05

SOXX

ISHARES TR

-5.90%

Shares22.0K

Event2026-03-31

Filed2026-05-05

IMTB

ISHARES TR

1.58%

Shares161.1K

Event2026-03-31

Filed2026-05-05

PTLC

PACER FDS TR

18.10%

Shares131.5K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-60.42%

Shares126.6K

Event2026-03-31

Filed2026-05-05

KLAC

KLA CORP

-8.24%

Shares4.6K

Event2026-03-31

Filed2026-05-05

VISA INC

1.90%

Shares21.8K

Event2026-03-31

Filed2026-05-05

IUS

INVESCO EXCH TRD SLF IDX FD

4.98%

Shares113.4K

Event2026-03-31

Filed2026-05-05

UCON

FIRST TR EXCHNG TRADED FD VI

-21.49%

Shares261.5K

Event2026-03-31

Filed2026-05-05

COWZ

PACER FDS TR

-11.36%

Shares101.5K

Event2026-03-31

Filed2026-05-05

EME

EMCOR GROUP INC

2.27%

Shares8.4K

Event2026-03-31

Filed2026-05-05

SCHA

SCHWAB STRATEGIC TR

30.14%

Shares208.4K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

77.23%

Shares16.3K

Event2026-03-31

Filed2026-05-05

JIVE

J P MORGAN EXCHANGE TRADED F

177.56%

Shares69.8K

Event2026-03-31

Filed2026-05-05

XLG

INVESCO EXCHANGE TRADED FD T

-57.62%

Shares109.5K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

-25.51%

Shares28.4K

Event2026-03-31

Filed2026-05-05

EFV

ISHARES TR

1.61%

Shares78.8K

Event2026-03-31

Filed2026-05-05

CGGR

CAPITAL GROUP GROWTH ETF

8.51%

Shares145.7K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

4.07%

Shares34.0K

Event2026-03-31

Filed2026-05-05

VCIT

VANGUARD SCOTTSDALE FDS

-59.28%

Shares68.8K

Event2026-03-31

Filed2026-05-05

DFUV

DIMENSIONAL ETF TRUST

6.61%

Shares116.6K

Event2026-03-31

Filed2026-05-05

XTEN

BONDBLOXX ETF TRUST

3.39%

Shares120.9K

Event2026-03-31

Filed2026-05-05

IVW

ISHARES TR

8.94%

Shares48.9K

Event2026-03-31

Filed2026-05-05

BIV

VANGUARD BD INDEX FDS

-0.16%

Shares71.6K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-3.46%

Shares25.4K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

-6.44%

Shares81.3K

Event2026-03-31

Filed2026-05-05

DFAE

DIMENSIONAL ETF TRUST

6.56%

Shares161.8K

Event2026-03-31

Filed2026-05-05

RTX

RTX CORPORATION

12.69%

Shares27.9K

Event2026-03-31

Filed2026-05-05

CGUS

CAPITAL GROUP CORE EQUITY ET

3.04%

Shares139.4K

Event2026-03-31

Filed2026-05-05

DFCF

DIMENSIONAL ETF TRUST

8.98%

Shares126.5K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

5.40%

Shares16.2K

Event2026-03-31

Filed2026-05-05

XMHQ

INVESCO EXCHANGE TRADED FD T

2.84%

Shares51.3K

Event2026-03-31

Filed2026-05-05