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The Analysis of PFG Investments, LLC's Holdings & P&L

Currently, PFG Investments, LLC holds 1191 types of securities in its portfolio with a total value $2.1B. In the most recent quarter, they have increased their positions in CLM (+1.1M shares, valued at $8.2M), IWY (+19.7K shares, valued at $4.9M), XLK (+33.1K shares, valued at $4.4M); decreased their positions in FV (-41.5K shares, valued at $2.5M), IVV (-3.5K shares, valued at $2.3M), AIQ (-43.2K shares, valued at $2.0M); initiated new positions in IWY (+19.7K shares, valued at $4.9M), USAR (+99.8K shares, valued at $1.5M), NUMG (+33.5K shares, valued at $1.4M).

1M P&L

+86.3M+4.44%

3M P&L

+70.8M+3.62%

HY P&L

+149.2M+7.94%

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/A796.3M

40.6%

2Consumer Electronics134.1M

6.8%

3Semiconductors108.8M

5.5%

Top Industries by Stock Count

1N/A512 stocks

46.5%

2Asset Management26 stocks

2.4%

3Software - Application25 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC527.6K shares-0.76%2026-03-312026-04-27

NVDA NVIDIA CORPORATION420.1K shares1.06%2026-03-312026-04-27

TSLA TESLA INC137.0K shares0.04%2026-03-312026-04-27

MSFT MICROSOFT CORP134.2K shares4.64%2026-03-312026-04-27

JPST J P MORGAN EXCHANGE TRADED F920.3K shares-2.13%2026-03-312026-04-27

AMZN AMAZON COM INC176.9K shares2.59%2026-03-312026-04-27

CLM CORNERSTONE STRATEGIC INVEST4.1M shares37.53%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T45.5K shares1.14%2026-03-312026-04-27

Sponsored

XLK SELECT SECTOR SPDR TR203.7K shares19.41%2026-03-312026-04-27

PDI PIMCO DYNAMIC INCOME FD1.5M shares5.05%2026-03-312026-04-27

ALPHABET INC ALPHABET INC89.3K shares2.61%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON105.0K shares1.58%2026-03-312026-04-27

META META PLATFORMS INC43.0K shares-3.09%2026-03-312026-04-27

XOM EXXON MOBIL CORP142.8K shares-0.74%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR39.0K shares4.16%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO70.9K shares4.04%2026-03-312026-04-27

Sponsored

EMNT PIMCO ETF TR201.8K shares2.02%2026-03-312026-04-27

ALPHABET INC ALPHABET INC66.0K shares-0.19%2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION17.8K shares-0.47%2026-03-312026-04-27

GRNB VANECK ETF TRUST724.9K shares-1.67%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC111.3K shares8.62%2026-03-312026-04-27

CEF SPROTT ASSET MANAGEMENT LP320.8K shares-2.86%2026-03-312026-04-27

GLD SPDR GOLD TR34.1K shares-3.31%2026-03-312026-04-27

CSCO CISCO SYS INC171.2K shares3.77%2026-03-312026-04-27

Sponsored

WMT WALMART INC104.0K shares-6.51%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS20.7K shares29.42%2026-03-312026-04-27

BIL SPDR SERIES TRUST133.7K shares19.74%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL24.6K shares3.27%2026-03-312026-04-27

DSI ISHARES TR96.0K shares2.69%2026-03-312026-04-27

CHGX1 EA SERIES TRUST425.7K shares0.30%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC226.3K shares-10.61%2026-03-312026-04-27

BROADCOM INC BROADCOM INC34.7K shares1.71%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS42.9K shares-1.91%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC51.0K shares14.33%2026-03-312026-04-27

GLW CORNING INC76.3K shares-3.28%2026-03-312026-04-27

VTI VANGUARD INDEX FDS32.1K shares-9.88%2026-03-312026-04-27

ITOT ISHARES TR71.7K shares6.46%2026-03-312026-04-27

CVX CHEVRON CORPORATION48.6K shares5.99%2026-03-312026-04-27

PEP PEPSICO INC63.3K shares-12.40%2026-03-312026-04-27

VGSR MANAGER DIRECTED PORTFOLIOS919.2K shares0.86%2026-03-312026-04-27

Sponsored

SGOV ISHARES TR90.7K shares59.18%2026-03-312026-04-27

PG PROCTER & GAMBLE CO62.2K shares10.40%2026-03-312026-04-27

NUDM NUSHARES ETF TR246.7K shares-1.65%2026-03-312026-04-27

LLY ELI LILLY & CO9.6K shares11.93%2026-03-312026-04-27

V VISA INC29.1K shares-3.00%2026-03-312026-04-27

PHYS SPROTT ASSET MANAGEMENT LP245.6K shares-5.12%2026-03-312026-04-27

NFLX NETFLIX INC.88.4K shares6.77%2026-03-312026-04-27

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP211.3K shares-0.48%2026-03-312026-04-27

Sponsored

PFE PFIZER INC297.4K shares-4.31%2026-03-312026-04-27

HASI HA SUSTAINABLE INFRA CAP INC223.6K shares-0.14%2026-03-312026-04-27

GRID FIRST TR EXCHANGE-TRADED FD48.4K shares0.22%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F136.7K shares-0.89%2026-03-312026-04-27

ABBV ABBVIE INC35.5K shares-1.98%2026-03-312026-04-27

PTY PIMCO CORPORATE & INCOME OPP627.3K shares-0.56%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC62.0K shares-1.69%2026-03-312026-04-27

T AT&T INC257.0K shares-1.11%2026-03-312026-04-27

Sponsored

ED CONSOLIDATED EDISON INC65.6K shares2.83%2026-03-312026-04-27

HD HOME DEPOT INC21.8K shares-0.46%2026-03-312026-04-27

ORCL ORACLE CORP48.2K shares14.31%2026-03-312026-04-27

BAC BANK AMERICA CORP144.5K shares-12.54%2026-03-312026-04-27

CAT CATERPILLAR INC9.2K shares5.89%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE22.5K shares-4.18%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR207.1K shares9.51%2026-03-312026-04-27

GEV GE VERNOVA INC7.2K shares-0.33%2026-03-312026-04-27

Sponsored

VYM VANGUARD WHITEHALL FDS41.5K shares-3.72%2026-03-312026-04-27

INTC INTEL CORP137.6K shares-13.91%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC61.5K shares0.43%2026-03-312026-04-27

ISPY PROSHARES TR130.2K shares-6.30%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L148.6K shares1.06%2026-03-312026-04-27

QQQI NEOS ETF TRUST112.9K shares53.05%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC16.5K shares-4.97%2026-03-312026-04-27

IEFA ISHARES TR61.2K shares2.17%2026-03-312026-04-27

Sponsored

QYLD GLOBAL X FDS315.9K shares2.77%2026-03-312026-04-27

KO COCA COLA CO71.1K shares-0.32%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS24.8K shares-2.51%2026-03-312026-04-27

FV FIRST TR EXCHANGE TRADED FD86.9K shares-32.32%2026-03-312026-04-27

CRWV COREWEAVE INC67.3K shares73.73%2026-03-312026-04-27

BA BOEING CO25.9K shares2.98%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC30.9K shares0.89%2026-03-312026-04-27

MCD MCDONALDS CORP15.9K shares3.50%2026-03-312026-04-27

Sponsored

IWY ISHARES TR19.7K sharesnew addition2026-03-312026-04-27

AGG ISHARES TR48.2K shares0.38%2026-03-312026-04-27

IVV ISHARES TR7.1K shares-33.13%2026-03-312026-04-27

ET ENERGY TRANSFER L P238.6K shares-1.27%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC13.6K shares2.31%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II19.2K shares-6.01%2026-03-312026-04-27

NEE NEXTERA ENERGY INC48.7K shares1.44%2026-03-312026-04-27

MO ALTRIA GROUP INC68.0K shares-11.81%2026-03-312026-04-27

Sponsored

VUG VANGUARD INDEX FDS10.0K shares10.42%2026-03-312026-04-27

ICLN ISHARES TR239.6K shares1.00%2026-03-312026-04-27

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-04-27

MA MASTERCARD INCORPORATED8.5K shares-0.98%2026-03-312026-04-27

XLY SELECT SECTOR SPDR TR38.4K shares14.97%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS52.5K shares8.55%2026-03-312026-04-27

ESGV VANGUARD WORLD FD37.0K shares0.24%2026-03-312026-04-27

RTX RTX CORPORATION21.1K shares-1.11%2026-03-312026-04-27

Sponsored

XLU SELECT SECTOR SPDR TR88.2K shares-0.13%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F72.9K shares-2.15%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW30.9K shares1.77%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC30.2K shares4.57%2026-03-312026-04-27

SMH VANECK ETF TRUST10.3K shares33.40%2026-03-312026-04-27

QQQH NEOS ETF TRUST74.9K shares0.94%2026-03-312026-04-27

VRT VERTIV HOLDINGS CO15.2K shares-9.10%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC4.5K shares1.91%2026-03-312026-04-27

Sponsored

DIS DISNEY WALT CO39.2K shares0.09%2026-03-312026-04-27

CITIGROUP INC CITIGROUP INC32.6K shares14.03%2026-03-312026-04-27

ASML ASML HLDG NV2.8K shares-3.22%2026-03-312026-04-27

AGNC AGNC INVT CORP364.6K shares10.22%2026-03-312026-04-27

SDY SPDR SERIES TRUST24.8K shares15.07%2026-03-312026-04-27

XYLD GLOBAL X FDS91.3K shares1.95%2026-03-312026-04-27

SOXX ISHARES TR10.8K shares-5.37%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II48.2K shares-16.62%2026-03-312026-04-27

Sponsored

SLV ISHARES SILVER TR50.7K shares-17.17%2026-03-312026-04-27

AMGN AMGEN INC9.7K shares26.55%2026-03-312026-04-27

TJX TJX COS INC NEW21.2K shares1.30%2026-03-312026-04-27

DE DEERE & CO6.0K shares2.04%2026-03-312026-04-27

QCOM QUALCOMM INC26.2K shares12.78%2026-03-312026-04-27

VTV VANGUARD INDEX FDS17.0K shares-1.49%2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC8.5K shares18.73%2026-03-312026-04-27

GM GENERAL MTRS CO44.4K shares285.83%2026-03-312026-04-27

Sponsored

SPYI NEOS ETF TRUST66.3K shares3.63%2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC45.4K shares-5.59%2026-03-312026-04-27

IWM ISHARES TR13.1K shares18.39%2026-03-312026-04-27

NOBL PROSHARES TR30.3K shares-2.23%2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC19.9K shares9.69%2026-03-312026-04-27

XLE SELECT SECTOR SPDR TR51.3K shares-1.54%2026-03-312026-04-27

IDCC INTERDIGITAL INC10.4K shares4.99%2026-03-312026-04-27

PAA PLAINS ALL AMERN PIPELINE L139.7K shares1.01%2026-03-312026-04-27

Sponsored

LMT LOCKHEED MARTIN CORP5.1K shares-11.95%2026-03-312026-04-27

LAND GLADSTONE LD CORP298.2K shares0.90%2026-03-312026-04-27

EMR EMERSON ELEC CO23.2K shares20.61%2026-03-312026-04-27

VLO VALERO ENERGY CORP12.3K shares-4.14%2026-03-312026-04-27

ESGU ISHARES TR21.2K shares0.37%2026-03-312026-04-27

IQQQ PROSHARES TR71.8K shares12.64%2026-03-312026-04-27

MS MORGAN STANLEY18.2K shares2.15%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC25.6K shares-1.25%2026-03-312026-04-27

Sponsored

VO VANGUARD INDEX FDS10.1K shares2.51%2026-03-312026-04-27

AMAT APPLIED MATLS INC8.5K shares1.62%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC10.7K shares-9.86%2026-03-312026-04-27

WPM WHEATON PRECIOUS METALS CORP22.1K shares-1.26%2026-03-312026-04-27

TLT ISHARES TR33.1K shares11.68%2026-03-312026-04-27

BMY BRISTOL-MYERS SQUIBB CO46.4K shares-18.22%2026-03-312026-04-27

HON HONEYWELL INTL INC12.4K shares1.64%2026-03-312026-04-27

DIA STATE STR SPDR DOW JONES IND6.0K shares35.73%2026-03-312026-04-27

Sponsored

UTES ETFIS SER TR I34.5K shares-3.95%2026-03-312026-04-27

FDL FIRST TR EXCHANGE-TRADED FD52.7K shares3.13%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO8.8K shares13.60%2026-03-312026-04-27

NRK NUVEEN NY AMT FREE261.3K shares6.68%2026-03-312026-04-27

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN125.9K shares13.70%2026-03-312026-04-27

SPGI S&P GLOBAL INC6.2K shares38.50%2026-03-312026-04-27

MPLX MPLX LP45.9K shares-0.97%2026-03-312026-04-27

IEMG ISHARES INC37.4K shares5.83%2026-03-312026-04-27

Sponsored

LOW LOWES COS INC10.9K shares1.92%2026-03-312026-04-27

BIV VANGUARD BD INDEX FDS33.1K shares-11.64%2026-03-312026-04-27

UNP UNION PAC CORP10.4K shares1.86%2026-03-312026-04-27

PLD PROLOGIS INC.19.0K shares7.08%2026-03-312026-04-27

GILD GILEAD SCIENCES INC18.0K shares46.53%2026-03-312026-04-27

PEG PUBLIC SVC ENTERPRISE GROUP30.7K shares8.52%2026-03-312026-04-27

PSX PHILLIPS 6613.6K shares-2.71%2026-03-312026-04-27

ECC EAGLE POINT CREDIT COMPANY I651.8K shares-22.36%2026-03-312026-04-27

Sponsored

SHYG ISHARES TR57.2K shares-15.69%2026-03-312026-04-27

WBD WARNER BROS DISCOVERY INC88.0K shares-5.15%2026-03-312026-04-27

IYW ISHARES TR13.3K shares-13.00%2026-03-312026-04-27

IRM IRON MTN INC DEL23.6K shares-6.86%2026-03-312026-04-27

JCI JOHNSON CONTROLS INTERNATION18.3K shares0.79%2026-03-312026-04-27

F FORD MTR CO203.9K shares-3.33%2026-03-312026-04-27

NAC NUVEEN CA DIVI ADV MUN198.3K shares5.00%2026-03-312026-04-27

VB VANGUARD INDEX FDS8.8K shares5.59%2026-03-312026-04-27

Sponsored

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC23.1K shares23.43%2026-03-312026-04-27

CL COLGATE PALMOLIVE CO26.7K shares13.88%2026-03-312026-04-27

D DOMINION ENERGY INC36.5K shares264.86%2026-03-312026-04-27

SO SOUTHERN CO23.3K shares-5.89%2026-03-312026-04-27

O REALTY INCOME CORP36.8K shares5.09%2026-03-312026-04-27

ITA ISHARES TR10.3K shares5.33%2026-03-312026-04-27

RGLD ROYAL GOLD INC8.7K shares4.65%2026-03-312026-04-27

FNF FIDELITY NATL FINL INC47.4K shares4.71%2026-03-312026-04-27

Sponsored

MINT PIMCO ETF TR21.8K shares43.58%2026-03-312026-04-27

NBIS NEBIUS GROUP N.V.20.9K shares-41.22%2026-03-312026-04-27

BP BP PLC45.5K shares11.60%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR42.8K shares-3.94%2026-03-312026-04-27

AWK AMERICAN WTR WKS CO INC NEW15.5K shares18.15%2026-03-312026-04-27

JPIE J P MORGAN EXCHANGE TRADED F45.6K shares-25.77%2026-03-312026-04-27

CRM SALESFORCE INC11.2K shares1.02%2026-03-312026-04-27

PSLV SPROTT ASSET MANAGEMENT LP85.4K shares-8.20%2026-03-312026-04-27

Sponsored

VGT VANGUARD WORLD FD3.0K shares-46.98%2026-03-312026-04-27

BAB INVESCO EXCH TRADED FD TR II76.9K shares5.32%2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC4.5K shares0.47%2026-03-312026-04-27

MMM 3M CO14.2K shares-2.77%2026-03-312026-04-27

IJR ISHARES TR16.5K shares-6.27%2026-03-312026-04-27

IFV FIRST TR EXCHANGE TRADED FD80.0K shares163.74%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS24.3K shares21.07%2026-03-312026-04-27

WLYB WILEY JOHN & SONS INC53.5K shares0.04%2026-03-312026-04-27

Sponsored

ADMA ADMA BIOLOGICS INC222.7K shares4.08%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR13.5K shares4.18%2026-03-312026-04-27

ASA ASA GOLD AND PRECIOUS MTLS L31.7K shares-0.20%2026-03-312026-04-27

SHEL SHELL PLC20.5K shares-3.61%2026-03-312026-04-27

DVY ISHARES TR12.5K shares-3.35%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS24.1K shares29.74%2026-03-312026-04-27

ARKK ARK ETF TR27.8K shares-3.22%2026-03-312026-04-27

PWR QUANTA SVCS INC3.4K shares262.21%2026-03-312026-04-27

Sponsored

CMI CUMMINS INC3.5K shares-1.53%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.7K shares11.49%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC5.2K shares21.07%2026-03-312026-04-27

GSG ISHARES S&P GSCI COMMODITY-57.1K shares6.75%2026-03-312026-04-27

AIQ GLOBAL X FDS39.0K shares-52.52%2026-03-312026-04-27

IWF ISHARES TR4.3K shares3.17%2026-03-312026-04-27

FDVV FIDELITY COVINGTON TRUST32.9K shares4.81%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR20.4K shares-37.69%2026-03-312026-04-27

Sponsored

QUAL ISHARES TR9.4K shares13.04%2026-03-312026-04-27

SBUX STARBUCKS CORP20.0K shares-0.73%2026-03-312026-04-27

COP CONOCOPHILLIPS13.6K shares-2.87%2026-03-312026-04-27

ADP AUTOMATIC DATA PROCESSING IN8.8K shares3.42%2026-03-312026-04-27

CME CME GROUP INC6.0K shares0.47%2026-03-312026-04-27

FNV FRANCO NEV CORP7.2K shares0.73%2026-03-312026-04-27

HDV ISHARES TR13.1K shares11.92%2026-03-312026-04-27

ABT ABBOTT LABORATORIES17.3K shares2.68%2026-03-312026-04-27

Sponsored

WTPI WISDOMTREE TR55.6K shares2.02%2026-03-312026-04-27

CIEN CIENA CORP4.6K shares-16.34%2026-03-312026-04-27

ARM ARM HOLDINGS PLC11.6K shares-7.62%2026-03-312026-04-27

XBI SPDR SERIES TRUST13.7K shares-5.17%2026-03-312026-04-27

DBA INVESCO DB MULTI-SECTOR COMM63.5K shares5.50%2026-03-312026-04-27

BEP BROOKFIELD RENEWABLE ENERGY52.6K shares-0.18%2026-03-312026-04-27

CEG CONSTELLATION ENERGY CORP6.1K shares19.08%2026-03-312026-04-27

PDP INVESCO EXCHANGE TRADED FD T14.1K shares-35.39%2026-03-312026-04-27

Sponsored

DHR DANAHER CORP DEL9.0K shares45.78%2026-03-312026-04-27

ABR ARBOR REALTY TRUST INC219.4K shares6.87%2026-03-312026-04-27

WFC WELLS FARGO & CO21.2K shares1.01%2026-03-312026-04-27

HTGC HERCULES CAPITAL INC113.7K shares2.31%2026-03-312026-04-27

TLTW ISHARES TR74.1K shares3.90%2026-03-312026-04-27

IVE ISHARES TR7.9K shares5.54%2026-03-312026-04-27

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KHC KRAFT HEINZ CO71.5K shares46.52%2026-03-312026-04-27

FDX FEDEX CORP4.5K shares-3.86%2026-03-312026-04-27

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BCAT BLACKROCK CAP ALLOCATION TER97.6K shares28.81%2026-03-312026-04-27

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CMCSA COMCAST CORP NEW41.8K shares0.94%2026-03-312026-04-27

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WWD WOODWARD INC2.0K sharesnew addition2026-03-312026-04-27

IUSB ISHARES TR15.1K shares28.61%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II13.4K shares10.83%2026-03-312026-04-27

Sponsored

EXC EXELON CORP14.2K shares1.55%2026-03-312026-04-27

BSTZ BLACKROCK SCIENCE & TECHNOLO31.4K shares-3.34%2026-03-312026-04-27

BAI BLACKROCK ETF TRUST21.0K shares47.57%2026-03-312026-04-27

SCM STELLUS CAP INVT CORP74.7K shares7.20%2026-03-312026-04-27

CSW CSW INDUSTRIALS INC2.6K shares-10.96%2026-03-312026-04-27

MGK VANGUARD WORLD FD1.9K shares12.50%2026-03-312026-04-27

CSQ CALAMOS STRATEGIC TOTAL RETU39.7K shares-3.10%2026-03-312026-04-27

MAIN MAIN STR CAP CORP12.8K shares-0.52%2026-03-312026-04-27

Sponsored

LRGE LEGG MASON ETF INVT9.0K shares4.58%2026-03-312026-04-27

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.4K shares28.94%2026-03-312026-04-27

ASPI ASP ISOTOPES INC152.3K shares-16.23%2026-03-312026-04-27

PRU PRUDENTIAL FINL INC6.9K shares10.15%2026-03-312026-04-27

CHY CALAMOS CONV & HIGH INCOME F61.2K shares65.68%2026-03-312026-04-27

PAYX PAYCHEX INC7.2K shares3.12%2026-03-312026-04-27

GPIX GOLDMAN SACHS ETF TR13.3K shares-16.40%2026-03-312026-04-27

AUPH AURINIA PHARMACEUTICALS INC44.9K shares30.34%2026-03-312026-04-27

Sponsored

SCHA SCHWAB STRATEGIC TR22.8K shares9.22%2026-03-312026-04-27

CINF CINCINNATI FINL CORP4.2K shares9.61%2026-03-312026-04-27

UTG REAVES UTIL INCOME FD16.8K shares-2.82%2026-03-312026-04-27

ARKX ARK ETF TR22.4K shares-28.94%2026-03-312026-04-27

AMP AMERIPRISE FINL INC1.5K shares-0.47%2026-03-312026-04-27

JQUA J P MORGAN EXCHANGE TRADED F10.7K shares0.57%2026-03-312026-04-27

CCJ CAMECO CORP6.0K shares14.31%2026-03-312026-04-27

CLX CLOROX CO DEL6.3K shares11.60%2026-03-312026-04-27

Sponsored

NMCO NUVEEN MUN CR OPPORTUNITIES61.7K shares0.12%2026-03-312026-04-27

SPOT SPOTIFY TECHNOLOGY S A1.3K shares18.28%2026-03-312026-04-27

VPU VANGUARD WORLD FD3.3K shares0.06%2026-03-312026-04-27

ALAB ASTERA LABS INC5.9K shares232.49%2026-03-312026-04-27

AAPL

APPLE INC

-0.76%

Shares527.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

1.06%

Shares420.1K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

0.04%

Shares137.0K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

4.64%

Shares134.2K

Event2026-03-31

Filed2026-04-27

JPST

J P MORGAN EXCHANGE TRADED F

-2.13%

Shares920.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

2.59%

Shares176.9K

Event2026-03-31

Filed2026-04-27

CLM

CORNERSTONE STRATEGIC INVEST

37.53%

Shares4.1M

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

1.14%

Shares45.5K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

19.41%

Shares203.7K

Event2026-03-31

Filed2026-04-27

PDI

PIMCO DYNAMIC INCOME FD

5.05%

Shares1.5M

Event2026-03-31

Filed2026-04-27

ALPHABET INC

2.61%

Shares89.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

1.58%

Shares105.0K

Event2026-03-31

Filed2026-04-27