Sponsored

The Analysis of PGIM Custom Harvest LLC's Holdings & P&L

Currently, PGIM Custom Harvest LLC holds 276 types of securities in its portfolio with a total value $6.4B. In the most recent quarter, they have increased their positions in XLK (+541.6K shares, valued at $72.0M), IYF (+479.6K shares, valued at $56.4M), IYW (+191.0K shares, valued at $34.7M); decreased their positions in XLF (-5.1M shares, valued at $251.1M), VHT (-355.0K shares, valued at $96.7M), XLY (-840.7K shares, valued at $91.6M); initiated new positions in N/A (+1.4M shares, valued at $34.5M), IDXX (+1.7K shares, valued at $947.9K), HON (+2.8K shares, valued at $625.9K).

1M P&L

+403.6M+5.95%

3M P&L

-3.7B-33.72%

HY P&L

-3.6B-33.21%

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/A6.1B

98.4%

2Consumer Electronics15.9M

0.3%

3Software - Infrastructure12.7M

0.2%

Top Industries by Stock Count

1N/A159 stocks

63.6%

2Semiconductors6 stocks

2.4%

3Software - Application5 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IYW ISHARES TR4.5M shares4.39%2026-03-312026-05-13

VGT VANGUARD WORLD FD823.3K shares-1.36%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR3.9M shares16.27%2026-03-312026-05-13

VOX VANGUARD WORLD FD2.0M shares0.22%2026-03-312026-05-13

VIS VANGUARD WORLD FD1.0M shares3.71%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR2.4M shares-25.73%2026-03-312026-05-13

XLF SELECT SECTOR SPDR TR5.0M shares-50.40%2026-03-312026-05-13

VHT VANGUARD WORLD FD883.2K shares-28.67%2026-03-312026-05-13

Sponsored

VFH VANGUARD WORLD FD1.6M shares7.81%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR1.2M shares0.79%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR1.6M shares5.26%2026-03-312026-05-13

VCR VANGUARD WORLD FD396.1K shares13.22%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR961.2K shares-5.97%2026-03-312026-05-13

IYF ISHARES TR1.1M shares81.29%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR1.8M shares10.30%2026-03-312026-05-13

IXN ISHARES TR1.1M shares24.05%2026-03-312026-05-13

Sponsored

VDC VANGUARD WORLD FD469.0K shares8.40%2026-03-312026-05-13

IYE ISHARES TR1.5M shares0.52%2026-03-312026-05-13

IYC ISHARES TR957.8K shares-1.79%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR946.1K shares0.07%2026-03-312026-05-13

IYH ISHARES TR1.1M shares53.02%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR1.4M shares15.29%2026-03-312026-05-13

IXP ISHARES TR533.9K shares38.18%2026-03-312026-05-13

VDE VANGUARD WORLD FD354.0K shares1.37%2026-03-312026-05-13

Sponsored

IYJ ISHARES TR385.6K shares16.15%2026-03-312026-05-13

IDU ISHARES TR436.3K shares-4.06%2026-03-312026-05-13

XLB SELECT SECTOR SPDR TR994.4K shares10.74%2026-03-312026-05-13

IGM ISHARES TR368.8K shares-0.81%2026-03-312026-05-13

GLOBAL X FDS GLOBAL X FDS1.6M shares30.71%2026-03-312026-05-13

VPU VANGUARD WORLD FD213.3K shares0.79%2026-03-312026-05-13

VAW VANGUARD WORLD FD170.3K shares4.59%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS414.1K shares7.52%2026-03-312026-05-13

Sponsored

FEZ SPDR INDEX SHS FDS571.8K shares31.49%2026-03-312026-05-13

VANECK ETF TRUST VANECK ETF TRUST1.4M sharesnew addition2026-03-312026-05-13

AAXJ ISHARES TR348.9K shares7.43%2026-03-312026-05-13

VANECK ETF TRUST VANECK ETF TRUST1.4M shares-15.96%2026-03-312026-05-13

GXPT GLOBAL X FDS1.3M shares-25.68%2026-03-312026-05-13

EEMA ISHARES INC340.2K shares47.48%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR783.5K shares11.75%2026-03-312026-05-13

EZU ISHARES INC503.7K shares3.37%2026-03-312026-05-13

Sponsored

IYG ISHARES TR365.3K shares23.46%2026-03-312026-05-13

EWJ ISHARES INC316.2K shares20.39%2026-03-312026-05-13

GLOBAL X FDS GLOBAL X FDS1.1M shares99.36%2026-03-312026-05-13

EXI ISHARES TR141.5K shares40.08%2026-03-312026-05-13

IYK ISHARES TR319.0K shares-8.29%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR37.6K shares-0.85%2026-03-312026-05-13

VANECK ETF TRUST VANECK ETF TRUST844.1K shares19.41%2026-03-312026-05-13

RSPT INVESCO EXCHANGE TRADED FD T412.5K shares-3.70%2026-03-312026-05-13

Sponsored

GLOBAL X FDS GLOBAL X FDS638.7K shares-57.53%2026-03-312026-05-13

AAPL APPLE INC62.7K shares24.62%2026-03-312026-05-13

USRT ISHARES TR266.6K shares-3.70%2026-03-312026-05-13

EWU ISHARES TR328.3K shares26.37%2026-03-312026-05-13

EWC ISHARES INC240.7K shares30.86%2026-03-312026-05-13

IYM ISHARES TR65.2K shares-78.50%2026-03-312026-05-13

MSFT MICROSOFT CORP30.3K shares-6.09%2026-03-312026-05-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F154.4K shares15.54%2026-03-312026-05-13

Sponsored

RXI ISHARES TR52.2K shares-3.11%2026-03-312026-05-13

FLGB FRANKLIN TEMPLETON ETF TR254.9K shares9.28%2026-03-312026-05-13

FXU FIRST TR EXCHANGE-TRADED FD172.0K shares-0.14%2026-03-312026-05-13

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F90.4K shares7.10%2026-03-312026-05-13

FLSW FRANKLIN TEMPLETON ETF TR206.0K shares12.33%2026-03-312026-05-13

EWL ISHARES INC132.0K shares20.76%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T11.9K shares-6.48%2026-03-312026-05-13

IYR ISHARES TR80.7K shares13.37%2026-03-312026-05-13

Sponsored

LLY ELI LILLY & CO7.2K shares-3.85%2026-03-312026-05-13

FXH FIRST TR EXCHANGE-TRADED FD54.3K shares-3.83%2026-03-312026-05-13

FLAX FRANKLIN TEMPLETON ETF TR187.8K shares7.60%2026-03-312026-05-13

NVDA NVIDIA CORPORATION32.5K shares28.76%2026-03-312026-05-13

EWA ISHARES INC200.4K shares41.72%2026-03-312026-05-13

IXJ ISHARES TR58.0K shares26.75%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS8.8K shares-6.22%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION4.9K shares-3.20%2026-03-312026-05-13

Sponsored

IXC ISHARES TR83.1K shares0.14%2026-03-312026-05-13

SLV ISHARES SILVER TR69.0K shares0.88%2026-03-312026-05-13

AMZN AMAZON COM INC21.5K shares-12.23%2026-03-312026-05-13

ALPHABET INC ALPHABET INC15.4K shares-14.62%2026-03-312026-05-13

BBAX J P MORGAN EXCHANGE TRADED F70.2K shares2.55%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO13.3K shares-9.97%2026-03-312026-05-13

IVV ISHARES TR5.7K shares6.33%2026-03-312026-05-13

IEUR ISHARES TR50.5K shares66.17%2026-03-312026-05-13

Sponsored

RSPH INVESCO EXCHANGE TRADED FD T115.5K shares-7.95%2026-03-312026-05-13

IYZ ISHARES TR86.3K shares0.00%2026-03-312026-05-13

BROADCOM INC BROADCOM INC10.7K shares25.38%2026-03-312026-05-13

VUG VANGUARD INDEX FDS7.6K shares4.06%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares4.85%2026-03-312026-05-13

KBWB INVESCO EXCH TRADED FD TR II41.2K shares-7.16%2026-03-312026-05-13

ILF ISHARES TR91.6K shares50.64%2026-03-312026-05-13

TSLA TESLA INC8.6K shares11.18%2026-03-312026-05-13

Sponsored

FXR FIRST TR EXCHANGE-TRADED FD38.9K shares-3.49%2026-03-312026-05-13

IVW ISHARES TR27.7K shares2.29%2026-03-312026-05-13

IVE ISHARES TR13.3K shares0.14%2026-03-312026-05-13

RSPF INVESCO EXCHANGE TRADED FD T39.2K shares-1.23%2026-03-312026-05-13

ALPHABET INC ALPHABET INC9.1K shares0.96%2026-03-312026-05-13

IWF ISHARES TR6.0K shares-5.71%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS10.6K shares8.12%2026-03-312026-05-13

FLJP FRANKLIN TEMPLETON ETF TR61.7K shares6.97%2026-03-312026-05-13

Sponsored

VGK VANGUARD INTL EQUITY INDEX F26.6K shares-1.67%2026-03-312026-05-13

VONE VANGUARD SCOTTSDALE FDS7.4K shares0.04%2026-03-312026-05-13

EWZ ISHARES INC56.1K shares4.13%2026-03-312026-05-13

IEFA ISHARES TR23.2K shares32.08%2026-03-312026-05-13

FXZ FIRST TR EXCHANGE-TRADED FD27.0K shares-1.21%2026-03-312026-05-13

FLCA FRANKLIN TEMPLETON ETF TR42.0K shares-1.47%2026-03-312026-05-13

RSPN INVESCO EXCHANGE TRADED FD T35.6K shares-6.01%2026-03-312026-05-13

GLDM WORLD GOLD TR21.9K shares-2.29%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS6.1K shares-39.64%2026-03-312026-05-13

VO VANGUARD INDEX FDS6.3K shares20.13%2026-03-312026-05-13

FXG FIRST TR EXCHANGE-TRADED FD28.3K shares-1.89%2026-03-312026-05-13

XOM EXXON MOBIL CORP10.1K shares1.69%2026-03-312026-05-13

BBEU J P MORGAN EXCHANGE TRADED F22.5K shares-9.34%2026-03-312026-05-13

VTV VANGUARD INDEX FDS7.8K shares-0.14%2026-03-312026-05-13

RSPG INVESCO EXCHANGE TRADED FD T13.8K shares-27.34%2026-03-312026-05-13

FLAU FRANKLIN TEMPLETON ETF TR45.9K shares0.59%2026-03-312026-05-13

Sponsored

FLBR FRANKLIN TEMPLETON ETF TR60.7K shares-0.85%2026-03-312026-05-13

V VISA INC4.6K shares-9.02%2026-03-312026-05-13

META META PLATFORMS INC2.4K shares22.92%2026-03-312026-05-13

EWUS ISHARES TR34.7K shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC.14.2K shares29.79%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO4.3K shares28.25%2026-03-312026-05-13

WMT WALMART INC10.5K shares11.84%2026-03-312026-05-13

SMH VANECK ETF TRUST3.4K shares-19.44%2026-03-312026-05-13

Sponsored

UNH UNITEDHEALTH GROUP INC4.5K shares0.60%2026-03-312026-05-13

GMF SPDR INDEX SHS FDS9.0K shares0.29%2026-03-312026-05-13

IWP ISHARES TR9.5K shares-0.62%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC9.9K shares38.76%2026-03-312026-05-13

NEE NEXTERA ENERGY INC12.0K shares3.85%2026-03-312026-05-13

MTUM ISHARES TR4.6K shares1.56%2026-03-312026-05-13

IJR ISHARES TR8.5K shares11.70%2026-03-312026-05-13

HD HOME DEPOT INC3.1K shares3.98%2026-03-312026-05-13

Sponsored

RSPC INVESCO EXCHANGE TRADED FD T27.2K shares25.83%2026-03-312026-05-13

IWM ISHARES TR4.1K shares3.20%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC2.8K shares23.72%2026-03-312026-05-13

IDXX IDEXX LABS INC1.7K sharesnew addition2026-03-312026-05-13

QLD PROSHARES TR15.0K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.7K shares62.20%2026-03-312026-05-13

FXD FIRST TR EXCHANGE-TRADED FD13.9K shares-8.36%2026-03-312026-05-13

MA MASTERCARD INCORPORATED1.7K shares8.42%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP5.7K shares-25.70%2026-03-312026-05-13

IWS ISHARES TR5.6K shares0.00%2026-03-312026-05-13

RTX RTX CORPORATION4.1K shares-13.77%2026-03-312026-05-13

KO COCA COLA CO10.1K shares0.12%2026-03-312026-05-13

VB VANGUARD INDEX FDS2.9K shares13.15%2026-03-312026-05-13

CVX CHEVRON CORPORATION3.6K shares-10.94%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS6.8K shares44.06%2026-03-312026-05-13

FKU FIRST TR EXCH TRD ALPHDX FD14.8K shares5.56%2026-03-312026-05-13

Sponsored

AMAT APPLIED MATLS INC2.2K shares21.73%2026-03-312026-05-13

FXL FIRST TR EXCHANGE-TRADED FD4.5K shares-10.34%2026-03-312026-05-13

IJH ISHARES TR10.4K shares1.37%2026-03-312026-05-13

SYK STRYKER CORPORATION2.1K shares-0.38%2026-03-312026-05-13

IUSG ISHARES TR4.4K shares7.66%2026-03-312026-05-13

IJK ISHARES TR6.7K shares1.88%2026-03-312026-05-13

IWD ISHARES TR3.1K shares65.43%2026-03-312026-05-13

IEMG ISHARES INC9.3K shares64.41%2026-03-312026-05-13

Sponsored

PEP PEPSICO INC4.2K shares17.36%2026-03-312026-05-13

RVNU DBX ETF TR26.1K shares-0.11%2026-03-312026-05-13

HON HONEYWELL INTL INC2.8K sharesnew addition2026-03-312026-05-13

CAH CARDINAL HEALTH INC2.9K sharesnew addition2026-03-312026-05-13

GEV GE VERNOVA INC699 shares3.25%2026-03-312026-05-13

CEG CONSTELLATION ENERGY CORP2.2K shares198.48%2026-03-312026-05-13

FSZ FIRST TR EXCH TRD ALPHDX FD7.6K shares6.10%2026-03-312026-05-13

IBMR ISHARES TR23.6K shares-5.63%2026-03-312026-05-13

Sponsored

MU MICRON TECHNOLOGY INC1.8K shares20.62%2026-03-312026-05-13

SNOW SNOWFLAKE INC3.9K shares0.08%2026-03-312026-05-13

XTL SPDR SERIES TRUST3.1K shares-8.64%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST2.8K shares4.36%2026-03-312026-05-13

VRTX VERTEX PHARMACEUTICALS INC1.3K shares2.73%2026-03-312026-05-13

CAT CATERPILLAR INC803 shares20.03%2026-03-312026-05-13

GLD SPDR GOLD TR1.3K shares-31.72%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC3.5K shares-2.20%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE2.0K shares5.14%2026-03-312026-05-13

MMC MARSH & MCLENNAN COS INC3.2K shares19.57%2026-03-312026-05-13

AMP AMERIPRISE FINL INC1.2K shares0.08%2026-03-312026-05-13

SPYG SPDR SERIES TRUST5.6K shares5.96%2026-03-312026-05-13

CSCO CISCO SYS INC7.0K shares6.99%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS8.4K sharesnew addition2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T7.2K shares0.59%2026-03-312026-05-13

TQQQ PROSHARES TR12.8K shares-20.22%2026-03-312026-05-13

Sponsored

FTXN FIRST TR EXCHANGE TRADED FD13.5K shares-15.69%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC2.5K shares-1.98%2026-03-312026-05-13

COWZ PACER FDS TR8.1K shares-3.28%2026-03-312026-05-13

BA BOEING CO2.5K shares-6.30%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS2.0K shares-0.34%2026-03-312026-05-13

MUB ISHARES TR4.6K shares1.37%2026-03-312026-05-13

ITOT ISHARES TR3.4K shares54.59%2026-03-312026-05-13

RSPD INVESCO EXCHANGE TRADED FD T9.0K shares-4.90%2026-03-312026-05-13

Sponsored

IWB ISHARES TR1.3K shares0.00%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.3K shares3.65%2026-03-312026-05-13

FSTA FIDELITY COVINGTON TRUST8.8K shares-0.53%2026-03-312026-05-13

RSPS INVESCO EXCHANGE TRADED FD T15.5K shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC2.1K shares1.46%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND980 shares5.60%2026-03-312026-05-13

CB CHUBB LTD SWITZ1.4K shares1.83%2026-03-312026-05-13

KLAC KLA CORP300 shares9.49%2026-03-312026-05-13

Sponsored

LINDE PLC LINDE PLC889 shares0.91%2026-03-312026-05-13

FDIS FIDELITY COVINGTON TRUST4.6K shares0.02%2026-03-312026-05-13

QCOM QUALCOMM INC3.3K shares26.60%2026-03-312026-05-13

WAB WABTEC1.7K shares0.54%2026-03-312026-05-13

WMB WILLIAMS COS INC5.6K shares-3.09%2026-03-312026-05-13

AJG GALLAGHER ARTHUR J & CO1.9K shares72.99%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP452 shares-8.50%2026-03-312026-05-13

VV VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-05-13

Sponsored

DGRO ISHARES TR5.7K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP1.3K shares-15.54%2026-03-312026-05-13

IBMP ISHARES TR15.5K shares0.03%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC458 shares10.10%2026-03-312026-05-13

MCK MCKESSON CORP447 shares3.47%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40627 shares1.29%2026-03-312026-05-13

IUSV ISHARES TR3.7K shares0.00%2026-03-312026-05-13

SHOP SHOPIFY INC3.1K shares19.26%2026-03-312026-05-13

Sponsored

PG PROCTER & GAMBLE CO2.5K shares5.92%2026-03-312026-05-13

YUM YUM BRANDS INC2.4K shares33.18%2026-03-312026-05-13

SIZE ISHARES TR2.2K shares0.00%2026-03-312026-05-13

IWR ISHARES TR3.6K shares28.24%2026-03-312026-05-13

EPP ISHARES INC6.6K shares-8.55%2026-03-312026-05-13

TJX TJX COS INC NEW2.2K shares1.57%2026-03-312026-05-13

ALL ALLSTATE CORP1.6K shares-8.31%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST8.6K shares0.00%2026-03-312026-05-13

Sponsored

MGK VANGUARD WORLD FD880 shares0.00%2026-03-312026-05-13

FICO FAIR ISAAC CORP302 shares-1.63%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC2.6K shares9.67%2026-03-312026-05-13

AMGN AMGEN INC896 shares21.41%2026-03-312026-05-13

PGR PROGRESSIVE CORP1.6K shares6.56%2026-03-312026-05-13

CDNS CADENCE DESIGN SYSTEM INC1.1K shares31.21%2026-03-312026-05-13

ISHARES GOLD TR ISHARES GOLD TR3.5K sharesnew addition2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR11.4K shares12.10%2026-03-312026-05-13

Sponsored

VT VANGUARD INTL EQUITY INDEX F2.1K sharesnew addition2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC302 shares4.86%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC2.4K shares0.25%2026-03-312026-05-13

RSG REPUBLIC SVCS INC1.3K shares27.51%2026-03-312026-05-13

WM WASTE MGMT INC DEL1.2K shares6.82%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR9.5K shares-2.59%2026-03-312026-05-13

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-13

LOW LOWES COS INC1.2K shares20.73%2026-03-312026-05-13

Sponsored

EME EMCOR GROUP INC368 shares7.60%2026-03-312026-05-13

XNTK SPDR SERIES TRUST1.0K shares0.00%2026-03-312026-05-13

VBR VANGUARD INDEX FDS1.2K shares0.34%2026-03-312026-05-13

ADSK AUTODESK INC1.1K shares-1.83%2026-03-312026-05-13

USMV ISHARES TR2.7K shares0.04%2026-03-312026-05-13

MS MORGAN STANLEY1.5K shares-5.81%2026-03-312026-05-13

SPYM SPDR SERIES TRUST3.3K shares31.36%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC1.2K shares23.87%2026-03-312026-05-13

Sponsored

VYM VANGUARD WHITEHALL FDS1.7K sharesnew addition2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR2.0K sharesnew addition2026-03-312026-05-13

ABNB AIRBNB INC1.9K shares0.00%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR9.5K shares-15.43%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC2.6K shares3.49%2026-03-312026-05-13

HESM HESS MIDSTREAM LP6.0K shares0.00%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI490 sharesnew addition2026-03-312026-05-13

EFV ISHARES TR3.1K sharesnew addition2026-03-312026-05-13

Sponsored

CENCORA INC CENCORA INC735 shares0.55%2026-03-312026-05-13

DVY ISHARES TR1.5K shares0.00%2026-03-312026-05-13

VBK VANGUARD INDEX FDS760 shares-0.39%2026-03-312026-05-13

RSPR INVESCO EXCHANGE TRADED FD T6.9K shares0.00%2026-03-312026-05-13

BP BP PLC4.9K sharesnew addition2026-03-312026-05-13

TXN TEXAS INSTRS INC1.2K shares-9.48%2026-03-312026-05-13

USB US BANCORP4.3K shares-0.14%2026-03-312026-05-13

EGP EASTGROUP PPTYS INC1.2K shares-14.42%2026-03-312026-05-13

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-05-13

ARKQ ARK ETF TR1.9K shares-33.03%2026-03-312026-05-13

ULTA ULTA BEAUTY INC418 shares2.45%2026-03-312026-05-13

SRE SEMPRA2.2K sharesnew addition2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC1.9K shares1.38%2026-03-312026-05-13

CSX CSX CORP5.3K sharesnew addition2026-03-312026-05-13

ILCG ISHARES TR2.3K shares0.00%2026-03-312026-05-13

Sponsored

VXF VANGUARD INDEX FDS1.0K shares2.07%2026-03-312026-05-13

T AT&T INC7.3K sharesnew addition2026-03-312026-05-13

SBUX STARBUCKS CORP2.3K sharesnew addition2026-03-312026-05-13

WTS WATTS WATER TECHNOLOGIES INC715 sharesnew addition2026-03-312026-05-13

WFC WELLS FARGO & CO2.6K shares-23.27%2026-03-312026-05-13

BUNGE GLOBAL SA BUNGE GLOBAL SA1.6K sharesnew addition2026-03-312026-05-13

AZO AUTOZONE INC60 shares0.00%2026-03-312026-05-13

COF CAPITAL ONE FINL CORP1.1K shares-17.32%2026-03-312026-05-13

Sponsored

MMM 3M CO1.4K sharesnew addition2026-03-312026-05-13

DTD WISDOMTREE TR2.3K sharesnew addition2026-03-312026-05-13

CTVA CORTEVA INC2.4K sharesnew addition2026-03-312026-05-13

BLZE BACKBLAZE INC10.6K shares0.00%2026-03-312026-05-13

IYW

ISHARES TR

4.39%

Shares4.5M

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

-1.36%

Shares823.3K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

16.27%

Shares3.9M

Event2026-03-31

Filed2026-05-13

VOX

VANGUARD WORLD FD

0.22%

Shares2.0M

Event2026-03-31

Filed2026-05-13

VIS

VANGUARD WORLD FD

3.71%

Shares1.0M

Event2026-03-31

Filed2026-05-13

XLY

SELECT SECTOR SPDR TR

-25.73%

Shares2.4M

Event2026-03-31

Filed2026-05-13

XLF

SELECT SECTOR SPDR TR

-50.40%

Shares5.0M

Event2026-03-31

Filed2026-05-13

VHT

VANGUARD WORLD FD

-28.67%

Shares883.2K

Event2026-03-31

Filed2026-05-13

VFH

VANGUARD WORLD FD

7.81%

Shares1.6M

Event2026-03-31

Filed2026-05-13

XLI

SELECT SECTOR SPDR TR

0.79%

Shares1.2M

Event2026-03-31

Filed2026-05-13

XLC

SELECT SECTOR SPDR TR

5.26%

Shares1.6M

Event2026-03-31

Filed2026-05-13

VCR

VANGUARD WORLD FD

13.22%

Shares396.1K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

-5.97%

Shares961.2K

Event2026-03-31

Filed2026-05-13

IYF

ISHARES TR

81.29%

Shares1.1M

Event2026-03-31

Filed2026-05-13

XLE

SELECT SECTOR SPDR TR

10.30%

Shares1.8M

Event2026-03-31

Filed2026-05-13

IXN

ISHARES TR

24.05%

Shares1.1M

Event2026-03-31

Filed2026-05-13

VDC

VANGUARD WORLD FD

8.40%

Shares469.0K

Event2026-03-31

Filed2026-05-13

IYE

ISHARES TR

0.52%

Shares1.5M

Event2026-03-31

Filed2026-05-13

IYC

ISHARES TR

-1.79%

Shares957.8K

Event2026-03-31

Filed2026-05-13

XLP

SELECT SECTOR SPDR TR

0.07%

Shares946.1K

Event2026-03-31

Filed2026-05-13

IYH

ISHARES TR

53.02%

Shares1.1M

Event2026-03-31

Filed2026-05-13

XLU

SELECT SECTOR SPDR TR

15.29%

Shares1.4M

Event2026-03-31

Filed2026-05-13

IXP

ISHARES TR

38.18%

Shares533.9K

Event2026-03-31

Filed2026-05-13

VDE

VANGUARD WORLD FD

1.37%

Shares354.0K

Event2026-03-31

Filed2026-05-13

IYJ

ISHARES TR

16.15%

Shares385.6K

Event2026-03-31

Filed2026-05-13

IDU

ISHARES TR

-4.06%

Shares436.3K

Event2026-03-31

Filed2026-05-13

XLB

SELECT SECTOR SPDR TR

10.74%

Shares994.4K

Event2026-03-31

Filed2026-05-13

IGM

ISHARES TR

-0.81%

Shares368.8K

Event2026-03-31

Filed2026-05-13

GLOBAL X FDS

30.71%

Shares1.6M

Event2026-03-31

Filed2026-05-13

VPU

VANGUARD WORLD FD

0.79%

Shares213.3K

Event2026-03-31

Filed2026-05-13

VAW

VANGUARD WORLD FD

4.59%

Shares170.3K

Event2026-03-31

Filed2026-05-13

VNQ

VANGUARD INDEX FDS

7.52%

Shares414.1K

Event2026-03-31

Filed2026-05-13

FEZ

SPDR INDEX SHS FDS

31.49%

Shares571.8K

Event2026-03-31

Filed2026-05-13

VANECK ETF TRUST

New

Shares1.4M

Event2026-03-31

Filed2026-05-13

AAXJ

ISHARES TR

7.43%

Shares348.9K

Event2026-03-31

Filed2026-05-13

VANECK ETF TRUST

-15.96%

Shares1.4M

Event2026-03-31

Filed2026-05-13

GXPT

GLOBAL X FDS

-25.68%

Shares1.3M

Event2026-03-31

Filed2026-05-13

EEMA

ISHARES INC

47.48%

Shares340.2K

Event2026-03-31

Filed2026-05-13

XLRE

SELECT SECTOR SPDR TR

11.75%

Shares783.5K

Event2026-03-31

Filed2026-05-13

EZU

ISHARES INC

3.37%

Shares503.7K

Event2026-03-31

Filed2026-05-13

IYG

ISHARES TR

23.46%

Shares365.3K

Event2026-03-31

Filed2026-05-13

EWJ

ISHARES INC

20.39%

Shares316.2K

Event2026-03-31

Filed2026-05-13

GLOBAL X FDS

99.36%

Shares1.1M

Event2026-03-31

Filed2026-05-13

EXI

ISHARES TR

40.08%

Shares141.5K

Event2026-03-31

Filed2026-05-13

IYK

ISHARES TR

-8.29%

Shares319.0K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-0.85%

Shares37.6K

Event2026-03-31

Filed2026-05-13

VANECK ETF TRUST

19.41%

Shares844.1K

Event2026-03-31

Filed2026-05-13

RSPT

INVESCO EXCHANGE TRADED FD T

-3.70%

Shares412.5K

Event2026-03-31

Filed2026-05-13

GLOBAL X FDS

-57.53%

Shares638.7K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

24.62%

Shares62.7K

Event2026-03-31

Filed2026-05-13

USRT

ISHARES TR

-3.70%

Shares266.6K

Event2026-03-31

Filed2026-05-13

EWU

ISHARES TR

26.37%

Shares328.3K

Event2026-03-31

Filed2026-05-13

EWC

ISHARES INC

30.86%

Shares240.7K

Event2026-03-31

Filed2026-05-13

IYM

ISHARES TR

-78.50%

Shares65.2K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-6.09%

Shares30.3K

Event2026-03-31

Filed2026-05-13

J P MORGAN EXCHANGE TRADED F

15.54%

Shares154.4K

Event2026-03-31

Filed2026-05-13

RXI

ISHARES TR

-3.11%

Shares52.2K

Event2026-03-31

Filed2026-05-13

FLGB

FRANKLIN TEMPLETON ETF TR

9.28%

Shares254.9K

Event2026-03-31

Filed2026-05-13

FXU

FIRST TR EXCHANGE-TRADED FD

-0.14%

Shares172.0K

Event2026-03-31

Filed2026-05-13

J P MORGAN EXCHANGE TRADED F

7.10%

Shares90.4K

Event2026-03-31

Filed2026-05-13

FLSW

FRANKLIN TEMPLETON ETF TR

12.33%

Shares206.0K

Event2026-03-31

Filed2026-05-13

EWL

ISHARES INC

20.76%

Shares132.0K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-6.48%

Shares11.9K

Event2026-03-31

Filed2026-05-13

IYR

ISHARES TR

13.37%

Shares80.7K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

-3.85%

Shares7.2K

Event2026-03-31

Filed2026-05-13

FXH

FIRST TR EXCHANGE-TRADED FD

-3.83%

Shares54.3K

Event2026-03-31

Filed2026-05-13

FLAX

FRANKLIN TEMPLETON ETF TR

7.60%

Shares187.8K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

28.76%

Shares32.5K

Event2026-03-31

Filed2026-05-13

EWA

ISHARES INC

41.72%

Shares200.4K

Event2026-03-31

Filed2026-05-13

IXJ

ISHARES TR

26.75%

Shares58.0K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-6.22%

Shares8.8K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-3.20%

Shares4.9K

Event2026-03-31

Filed2026-05-13

IXC

ISHARES TR

0.14%

Shares83.1K

Event2026-03-31

Filed2026-05-13

SLV

ISHARES SILVER TR

0.88%

Shares69.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-12.23%

Shares21.5K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-14.62%

Shares15.4K

Event2026-03-31

Filed2026-05-13

BBAX

J P MORGAN EXCHANGE TRADED F

2.55%

Shares70.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-9.97%

Shares13.3K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

6.33%

Shares5.7K

Event2026-03-31

Filed2026-05-13

IEUR

ISHARES TR

66.17%

Shares50.5K

Event2026-03-31

Filed2026-05-13

RSPH

INVESCO EXCHANGE TRADED FD T

-7.95%

Shares115.5K

Event2026-03-31

Filed2026-05-13

IYZ

ISHARES TR

0.00%

Shares86.3K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

25.38%

Shares10.7K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

4.06%

Shares7.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

4.85%

Shares6.9K

Event2026-03-31

Filed2026-05-13

KBWB

INVESCO EXCH TRADED FD TR II

-7.16%

Shares41.2K

Event2026-03-31

Filed2026-05-13

ILF

ISHARES TR

50.64%

Shares91.6K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

11.18%

Shares8.6K

Event2026-03-31

Filed2026-05-13

FXR

FIRST TR EXCHANGE-TRADED FD

-3.49%

Shares38.9K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

2.29%

Shares27.7K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

0.14%

Shares13.3K

Event2026-03-31

Filed2026-05-13

RSPF

INVESCO EXCHANGE TRADED FD T

-1.23%

Shares39.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.96%

Shares9.1K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-5.71%

Shares6.0K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

8.12%

Shares10.6K

Event2026-03-31

Filed2026-05-13

FLJP

FRANKLIN TEMPLETON ETF TR

6.97%

Shares61.7K

Event2026-03-31

Filed2026-05-13

VGK

VANGUARD INTL EQUITY INDEX F

-1.67%

Shares26.6K

Event2026-03-31

Filed2026-05-13

VONE

VANGUARD SCOTTSDALE FDS

0.04%

Shares7.4K

Event2026-03-31

Filed2026-05-13

EWZ

ISHARES INC

4.13%

Shares56.1K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

32.08%

Shares23.2K

Event2026-03-31

Filed2026-05-13

FXZ

FIRST TR EXCHANGE-TRADED FD

-1.21%

Shares27.0K

Event2026-03-31

Filed2026-05-13

FLCA

FRANKLIN TEMPLETON ETF TR

-1.47%

Shares42.0K

Event2026-03-31

Filed2026-05-13

RSPN

INVESCO EXCHANGE TRADED FD T

-6.01%

Shares35.6K

Event2026-03-31

Filed2026-05-13

GLDM

WORLD GOLD TR

-2.29%

Shares21.9K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-39.64%

Shares6.1K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

20.13%

Shares6.3K

Event2026-03-31

Filed2026-05-13

FXG

FIRST TR EXCHANGE-TRADED FD

-1.89%

Shares28.3K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

1.69%

Shares10.1K

Event2026-03-31

Filed2026-05-13

BBEU

J P MORGAN EXCHANGE TRADED F

-9.34%

Shares22.5K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

-0.14%

Shares7.8K

Event2026-03-31

Filed2026-05-13

RSPG

INVESCO EXCHANGE TRADED FD T

-27.34%

Shares13.8K

Event2026-03-31

Filed2026-05-13

FLAU

FRANKLIN TEMPLETON ETF TR

0.59%

Shares45.9K

Event2026-03-31

Filed2026-05-13

FLBR

FRANKLIN TEMPLETON ETF TR

-0.85%

Shares60.7K

Event2026-03-31

Filed2026-05-13

VISA INC

-9.02%

Shares4.6K

Event2026-03-31

Filed2026-05-13