Sponsored

The Analysis of PKS Advisory Services, LLC's Holdings & P&L

Currently, PKS Advisory Services, LLC holds 228 types of securities in its portfolio with a total value $430.2M. In the most recent quarter, they have increased their positions in FENI (+77.6K shares, valued at $2.9M), IVE (+127.5K shares, valued at $2.7M), DIVB (+39.6K shares, valued at $2.1M); decreased their positions in IVV (-65.3K shares, valued at $409.3M), SCHD (-50.8K shares, valued at $1.6M), COWZ (-13.4K shares, valued at $839.3K); initiated new positions in FENI (+77.6K shares, valued at $2.9M), DIVB (+39.6K shares, valued at $2.1M), VYMI (+18.5K shares, valued at $1.7M).

1M P&L

+13.6M+3.32%

3M P&L

+3.2M+0.76%

HY P&L

+26.1M+6.57%

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/A315.4M

80.6%

2Consumer Electronics16.0M

4.1%

3Semiconductors7.9M

2.0%

Top Industries by Stock Count

1N/A159 stocks

65.7%

2Drug Manufacturers - General6 stocks

2.5%

3Semiconductors4 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR7.6K shares-89.61%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T44.3K shares5.81%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR49.2K shares3.69%2026-03-312026-05-13

IJH ISHARES TR301.2K shares0.20%2026-03-312026-05-13

IJR ISHARES TR159.8K shares-0.46%2026-03-312026-05-13

AAPL APPLE INC57.2K shares-2.57%2026-03-312026-05-13

IVW ISHARES TR74.4K shares4.26%2026-03-312026-05-13

IEFA ISHARES TR70.7K shares1.21%2026-03-312026-05-13

Sponsored

VTI VANGUARD INDEX FDS17.8K shares4.08%2026-03-312026-05-13

NVDA NVIDIA CORPORATION29.9K shares-4.48%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND11.2K shares4.96%2026-03-312026-05-13

FBCG FIDELITY COVINGTON TRUST96.5K shares4.95%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR101.3K shares5.09%2026-03-312026-05-13

AMZN AMAZON COM INC20.5K shares3.31%2026-03-312026-05-13

AGG ISHARES TR43.1K shares-7.81%2026-03-312026-05-13

DVY ISHARES TR26.8K shares-0.25%2026-03-312026-05-13

Sponsored

PYLD PIMCO ETF TR153.3K shares5.21%2026-03-312026-05-13

LQD ISHARES TR35.3K shares-2.59%2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS61.1K shares2.05%2026-03-312026-05-13

ALPHABET INC ALPHABET INC13.1K shares-5.22%2026-03-312026-05-13

DFLV DIMENSIONAL ETF TRUST104.6K shares24.07%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF88.1K shares14.23%2026-03-312026-05-13

MSFT MICROSOFT CORP8.9K shares-1.31%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP26.9K shares0.41%2026-03-312026-05-13

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD46.7K shares7.43%2026-03-312026-05-13

VO VANGUARD INDEX FDS10.6K shares8.64%2026-03-312026-05-13

GLD SPDR GOLD TR7.0K shares7.36%2026-03-312026-05-13

IVE ISHARES TR140.9K shares947.03%2026-03-312026-05-13

FENI FIDELITY COVINGTON TRUST77.6K sharesnew addition2026-03-312026-05-13

VTWO VANGUARD SCOTTSDALE FDS28.3K shares8.05%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO9.5K shares74.70%2026-03-312026-05-13

SDY SPDR SERIES TRUST19.0K shares0.75%2026-03-312026-05-13

Sponsored

XOM EXXON MOBIL CORP16.9K shares-2.65%2026-03-312026-05-13

META META PLATFORMS INC4.5K shares5.76%2026-03-312026-05-13

TIP ISHARES TR25.7K shares8.35%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR19.1K shares-3.83%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 403.8K shares-1.07%2026-03-312026-05-13

FDL FIRST TR EXCHANGE-TRADED FD44.5K shares3.27%2026-03-312026-05-13

ALPHABET INC ALPHABET INC7.8K shares3.38%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.5K shares7.56%2026-03-312026-05-13

Sponsored

IWM ISHARES TR8.8K shares-0.35%2026-03-312026-05-13

DIVB ISHARES TR39.6K sharesnew addition2026-03-312026-05-13

FESM FIDELITY COVINGTON TRUST56.0K shares-3.05%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR25.1K shares7.17%2026-03-312026-05-13

AIRR FIRST TR EXCHANGE TRADED FD18.2K shares5.85%2026-03-312026-05-13

BUFR FIRST TR EXCHNG TRADED FD VI57.8K shares0.14%2026-03-312026-05-13

NUV NUVEEN MUN VALUE FD INC213.2K shares18.87%2026-03-312026-05-13

ONEQ FIDELITY COMWLTH TR22.3K shares-8.43%2026-03-312026-05-13

Sponsored

FXU FIRST TR EXCHANGE-TRADED FD38.1K shares6.59%2026-03-312026-05-13

IJS ISHARES TR15.2K shares-1.97%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD45.5K shares2.03%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS21.7K shares3.06%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS18.5K sharesnew addition2026-03-312026-05-13

COWZ PACER FDS TR26.9K shares-33.25%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR53.2K shares-48.89%2026-03-312026-05-13

FQAL FIDELITY COVINGTON TRUST20.6K shares2.79%2026-03-312026-05-13

Sponsored

GEV GE VERNOVA INC1.7K shares4.22%2026-03-312026-05-13

FTCB FIRST TR EXCHANGE-TRADED FD67.7K shares-13.31%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F25.0K shares2.54%2026-03-312026-05-13

MOAT VANECK ETF TRUST14.5K shares1.40%2026-03-312026-05-13

IGIB ISHARES TR25.9K shares5.69%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC11.7K shares0.64%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.0K shares-21.83%2026-03-312026-05-13

IDV ISHARES TR31.6K shares10.12%2026-03-312026-05-13

Sponsored

AFMC FIRST TR EXCHNG TRADED FD VI37.6K shares3.75%2026-03-312026-05-13

SLV ISHARES SILVER TR18.8K shares292.75%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F23.0K shares4.76%2026-03-312026-05-13

UCON FIRST TR EXCHNG TRADED FD VI50.9K shares-19.41%2026-03-312026-05-13

IEI ISHARES TR10.7K shares10.35%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS16.9K shares4.06%2026-03-312026-05-13

VBK VANGUARD INDEX FDS4.1K shares2.54%2026-03-312026-05-13

SPYM SPDR SERIES TRUST16.1K shares-4.31%2026-03-312026-05-13

Sponsored

DGRO ISHARES TR17.5K shares6.19%2026-03-312026-05-13

MCD MCDONALDS CORP4.0K shares-0.45%2026-03-312026-05-13

EFA ISHARES TR12.4K shares-5.14%2026-03-312026-05-13

SHLD GLOBAL X FDS16.9K shares24.20%2026-03-312026-05-13

IYW ISHARES TR6.4K shares-2.37%2026-03-312026-05-13

MTUM ISHARES TR4.8K shares-4.16%2026-03-312026-05-13

GDX VANECK ETF TRUST12.3K shares132.66%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS3.9K shares125.10%2026-03-312026-05-13

Sponsored

BOND PIMCO ETF TR12.2K shares-4.20%2026-03-312026-05-13

RTX RTX CORPORATION5.7K shares-4.38%2026-03-312026-05-13

NOBL PROSHARES TR10.2K shares-30.63%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.1K shares-8.51%2026-03-312026-05-13

VOT VANGUARD INDEX FDS4.1K shares1.89%2026-03-312026-05-13

IJK ISHARES TR10.5K shares-2.64%2026-03-312026-05-13

PAAA PGIM ETF TR20.5K shares-0.18%2026-03-312026-05-13

SMH VANECK ETF TRUST2.7K shares4.37%2026-03-312026-05-13

Sponsored

EPI WISDOMTREE TR25.2K shares0.39%2026-03-312026-05-13

MMIT NEW YORK LIFE INVTS ACTIVE E41.8K shares12.73%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC20.1K shares8.13%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.2K shares-34.70%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD15.9K shares7.49%2026-03-312026-05-13

FELV FIDELITY COVINGTON TRUST28.3K shares-0.22%2026-03-312026-05-13

V VISA INC4.1K shares31.36%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS4.1K shares2.29%2026-03-312026-05-13

Sponsored

SPAB SPDR SERIES TRUST37.1K shares4.02%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD5.8K shares7.06%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE3.3K shares2.65%2026-03-312026-05-13

FREL FIDELITY COVINGTON TRUST34.1K shares1.13%2026-03-312026-05-13

TSLA TESLA INC3.3K shares41.17%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC4.5K shares19.87%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS17.9K shares27.17%2026-03-312026-05-13

QUAL ISHARES TR4.6K shares-16.48%2026-03-312026-05-13

Sponsored

IWD ISHARES TR4.1K shares-6.27%2026-03-312026-05-13

IDU ISHARES TR7.4K shares2.21%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE19.7K shares14.47%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC2.5K shares-6.72%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F15.3K shares2.23%2026-03-312026-05-13

FMB FIRST TR EXCH TRADED FD III16.3K shares22.56%2026-03-312026-05-13

IJT ISHARES TR5.5K shares-3.72%2026-03-312026-05-13

WMT WALMART INC7.8K shares17.64%2026-03-312026-05-13

Sponsored

MERCK & CO INC MERCK & CO INC6.7K shares-5.66%2026-03-312026-05-13

SPSB SPDR SERIES TRUST25.9K shares-2.60%2026-03-312026-05-13

ABBV ABBVIE INC3.6K shares2.44%2026-03-312026-05-13

SPYG SPDR SERIES TRUST7.8K shares9.59%2026-03-312026-05-13

HD HOME DEPOT INC2.3K shares-5.68%2026-03-312026-05-13

WSM WILLIAMS SONOMA INC4.2K shares-0.47%2026-03-312026-05-13

JPIB J P MORGAN EXCHANGE TRADED F15.9K shares3.24%2026-03-312026-05-13

EEM ISHARES TR13.1K shares14.25%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO7.7K shares-0.24%2026-03-312026-05-13

NEE NEXTERA ENERGY INC8.0K shares5.14%2026-03-312026-05-13

CSCO CISCO SYS INC9.3K shares10.49%2026-03-312026-05-13

IWF ISHARES TR1.7K shares-2.58%2026-03-312026-05-13

IWL ISHARES TR4.5K shares-5.03%2026-03-312026-05-13

OEF ISHARES TR2.2K shares-1.88%2026-03-312026-05-13

IQLT ISHARES TR15.4K shares0.00%2026-03-312026-05-13

CMI CUMMINS INC1.3K shares0.00%2026-03-312026-05-13

Sponsored

VGT VANGUARD WORLD FD991 shares-0.80%2026-03-312026-05-13

MO ALTRIA GROUP INC10.3K shares9.13%2026-03-312026-05-13

FTSM FIRST TR EXCHANGE-TRADED FD11.3K shares-22.48%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST11.5K shares24.40%2026-03-312026-05-13

PULS PGIM ETF TR13.5K shares6.41%2026-03-312026-05-13

USMV ISHARES TR7.2K shares-11.49%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST3.2K shares-3.43%2026-03-312026-05-13

TDY TELEDYNE TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-05-13

Sponsored

QQQM INVESCO EXCH TRADED FD TR II2.7K shares-0.87%2026-03-312026-05-13

BUFP PGIM ROCK ETF TR21.8K shares1.00%2026-03-312026-05-13

LLY ELI LILLY & CO706 shares8.95%2026-03-312026-05-13

INTC INTEL CORP14.0K shares12.16%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.8K shares2.65%2026-03-312026-05-13

IJJ ISHARES TR4.7K shares-4.08%2026-03-312026-05-13

TDIV FIRST TR EXCHANGE TRADED FD6.7K shares-1.46%2026-03-312026-05-13

VUG VANGUARD INDEX FDS1.4K shares-6.64%2026-03-312026-05-13

Sponsored

XYLD GLOBAL X FDS15.8K shares1.98%2026-03-312026-05-13

TPL TEXAS PACIFIC LAND CORPORATI1.3K shares-7.19%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON2.4K shares7.88%2026-03-312026-05-13

IWR ISHARES TR6.1K shares7.54%2026-03-312026-05-13

HYG ISHARES TR7.4K shares4.12%2026-03-312026-05-13

NFLX NETFLIX INC.6.1K shares14.19%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II11.1K shares7.17%2026-03-312026-05-13

SYK STRYKER CORPORATION1.7K shares3.32%2026-03-312026-05-13

Sponsored

AMGN AMGEN INC1.6K shares-4.67%2026-03-312026-05-13

CVX CHEVRON CORPORATION2.7K shares29.66%2026-03-312026-05-13

KMI KINDER MORGAN INC DEL16.8K shares11.97%2026-03-312026-05-13

FDRR FIDELITY COVINGTON TRUST9.5K shares-3.19%2026-03-312026-05-13

EMLP FIRST TR EXCHANGE-TRADED FD12.6K shares-8.65%2026-03-312026-05-13

IUSB ISHARES TR11.6K shares19.22%2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC631 shares6.95%2026-03-312026-05-13

T AT&T INC24.2K shares29.04%2026-03-312026-05-13

Sponsored

VTV VANGUARD INDEX FDS2.8K shares-4.36%2026-03-312026-05-13

TM TOYOTA MOTOR CORP2.4K shares-1.81%2026-03-312026-05-13

ORCL ORACLE CORP3.2K shares-2.37%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.9K shares0.52%2026-03-312026-05-13

IFRA ISHARES TR8.3K sharesnew addition2026-03-312026-05-13

AFL AFLAC INC4.3K shares-1.48%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC3.2K shares8.52%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS2.1K shares3.88%2026-03-312026-05-13

Sponsored

FEGE RBB FUND TRUST9.6K shares3.79%2026-03-312026-05-13

FBT FIRST TR EXCHANGE-TRADED FD2.2K shares3.72%2026-03-312026-05-13

GLW CORNING INC3.2K shares0.09%2026-03-312026-05-13

FDVV FIDELITY COVINGTON TRUST7.9K shares4.09%2026-03-312026-05-13

EXI ISHARES TR2.4K shares-14.29%2026-03-312026-05-13

GMAR FIRST TR EXCHNG TRADED FD VI10.4K shares39.49%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F9.2K shares3.79%2026-03-312026-05-13

VDE VANGUARD WORLD FD2.5K shares3.32%2026-03-312026-05-13

Sponsored

GFEB FIRST TR EXCHNG TRADED FD VI9.9K shares83.67%2026-03-312026-05-13

PNC PNC FINL SVCS GROUP INC2.0K shares1.82%2026-03-312026-05-13

FIDU FIDELITY COVINGTON TRUST4.7K shares-6.02%2026-03-312026-05-13

IGSB ISHARES TR7.7K shares7.90%2026-03-312026-05-13

RSPT INVESCO EXCHANGE TRADED FD T8.7K shares-5.25%2026-03-312026-05-13

CAT CATERPILLAR INC554 shares7.16%2026-03-312026-05-13

AEP AMERICAN ELEC PWR CO INC3.0K shares13.07%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.3K shares-4.64%2026-03-312026-05-13

Sponsored

RQI COHEN & STEERS QUALITY INCOM31.8K shares-1.33%2026-03-312026-05-13

O REALTY INCOME CORP6.2K shares29.37%2026-03-312026-05-13

FFLG FIDELITY COVINGTON TRUST13.5K shares2.27%2026-03-312026-05-13

SHYG ISHARES TR8.8K shares22.27%2026-03-312026-05-13

SGOV ISHARES TR3.7K shares33.30%2026-03-312026-05-13

XAR SPDR SERIES TRUST1.4K shares0.21%2026-03-312026-05-13

RVT ROYCE SMALL CAP TRUST INC20.7K shares-0.40%2026-03-312026-05-13

IEMG ISHARES INC4.9K shares1.40%2026-03-312026-05-13

Sponsored

WM WASTE MGMT INC DEL1.5K shares9.36%2026-03-312026-05-13

SIGI SELECTIVE INS GROUP INC4.4K shares64.15%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO5.5K shares0.44%2026-03-312026-05-13

FHLC FIDELITY COVINGTON TRUST4.7K shares0.02%2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD7.2K shares-0.76%2026-03-312026-05-13

FTSL FIRST TR EXCHANGE-TRADED FD7.3K shares-3.03%2026-03-312026-05-13

HON HONEYWELL INTL INC1.4K shares7.69%2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.1K shares6.40%2026-03-312026-05-13

Sponsored

BIV VANGUARD BD INDEX FDS4.0K shares0.13%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares1.86%2026-03-312026-05-13

SPSM SPDR SERIES TRUST6.2K shares0.00%2026-03-312026-05-13

CAH CARDINAL HEALTH INC1.4K shares6.65%2026-03-312026-05-13

IEUR ISHARES TR4.1K shares-4.39%2026-03-312026-05-13

MUB ISHARES TR2.7K shares-2.09%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION4.9K shares-2.79%2026-03-312026-05-13

PEP PEPSICO INC1.7K shares6.00%2026-03-312026-05-13

Sponsored

GJUL FIRST TR EXCHNG TRADED FD VI6.5K shares-5.59%2026-03-312026-05-13

VGK VANGUARD INTL EQUITY INDEX F3.0K shares5.78%2026-03-312026-05-13

SPXX NUVEEN S&P 500 DYNAMIC OVERW15.6K sharesnew addition2026-03-312026-05-13

PWB INVESCO EXCHANGE TRADED FD T2.0K shares11.22%2026-03-312026-05-13

MLN VANECK ETF TRUST14.3K shares-12.27%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS2.8K shares-0.07%2026-03-312026-05-13

RSG REPUBLIC SVCS INC1.1K shares0.27%2026-03-312026-05-13

TFLO ISHARES TR4.8K shares-14.60%2026-03-312026-05-13

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP6.7K sharesnew addition2026-03-312026-05-13

UNP UNION PAC CORP966 shares0.52%2026-03-312026-05-13

SOFI SOFI TECHNOLOGIES INC13.5K shares14.41%2026-03-312026-05-13

QTUM ETF SER SOLUTIONS2.0K shares7.55%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR4.2K sharesnew addition2026-03-312026-05-13

KEY KEYCORP10.4K shares-19.78%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC2.3K shares-3.23%2026-03-312026-05-13

XLG INVESCO EXCHANGE TRADED FD T3.7K shares10.37%2026-03-312026-05-13

Sponsored

ROKU ROKU INC2.1K shares6.90%2026-03-312026-05-13

CHY CALAMOS CONV & HIGH INCOME F15.0K shares2.17%2026-03-312026-05-13

AQST AQUESTIVE THERAPEUTICS INC12.0K sharesnew addition2026-03-312026-05-13

HRTX HERON THERAPEUTICS INC20.0K sharesnew addition2026-03-312026-05-13

IVV

ISHARES TR

-89.61%

Shares7.6K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

5.81%

Shares44.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

3.69%

Shares49.2K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

0.20%

Shares301.2K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-0.46%

Shares159.8K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-2.57%

Shares57.2K

Event2026-03-31

Filed2026-05-13

IVW

ISHARES TR

4.26%

Shares74.4K

Event2026-03-31

Filed2026-05-13

IEFA

ISHARES TR

1.21%

Shares70.7K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

4.08%

Shares17.8K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-4.48%

Shares29.9K

Event2026-03-31

Filed2026-05-13

DIA

STATE STR SPDR DOW JONES IND

4.96%

Shares11.2K

Event2026-03-31

Filed2026-05-13

FBCG

FIDELITY COVINGTON TRUST

4.95%

Shares96.5K

Event2026-03-31

Filed2026-05-13

FBND

FIDELITY MERRIMACK STR TR

5.09%

Shares101.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

3.31%

Shares20.5K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-7.81%

Shares43.1K

Event2026-03-31

Filed2026-05-13

DVY

ISHARES TR

-0.25%

Shares26.8K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

5.21%

Shares153.3K

Event2026-03-31

Filed2026-05-13

LQD

ISHARES TR

-2.59%

Shares35.3K

Event2026-03-31

Filed2026-05-13

FEZ

SPDR INDEX SHS FDS

2.05%

Shares61.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-5.22%

Shares13.1K

Event2026-03-31

Filed2026-05-13

DFLV

DIMENSIONAL ETF TRUST

24.07%

Shares104.6K

Event2026-03-31

Filed2026-05-13

CGGR

CAPITAL GROUP GROWTH ETF

14.23%

Shares88.1K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-1.31%

Shares8.9K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

0.41%

Shares26.9K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

7.43%

Shares46.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

8.64%

Shares10.6K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

7.36%

Shares7.0K

Event2026-03-31

Filed2026-05-13

IVE

ISHARES TR

947.03%

Shares140.9K

Event2026-03-31

Filed2026-05-13

FENI

FIDELITY COVINGTON TRUST

New

Shares77.6K

Event2026-03-31

Filed2026-05-13

VTWO

VANGUARD SCOTTSDALE FDS

8.05%

Shares28.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

74.70%

Shares9.5K

Event2026-03-31

Filed2026-05-13

SDY

SPDR SERIES TRUST

0.75%

Shares19.0K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-2.65%

Shares16.9K

Event2026-03-31

Filed2026-05-13