Sponsored

The Analysis of POM Investment Strategies, LLC's Holdings & P&L

Currently, POM Investment Strategies, LLC holds 433 types of securities in its portfolio with a total value $80.5M. In the most recent quarter, they have increased their positions in GSEP (+234.1K shares, valued at $8.9M), JANW (+208.8K shares, valued at $7.6M), OCTW (+189.8K shares, valued at $7.3M); decreased their positions in SPYM (-322.1K shares, valued at $24.7M), EEM (-274.8K shares, valued at $15.6M), IEV (-217.3K shares, valued at $14.8M); initiated new positions in GSEP (+234.1K shares, valued at $8.9M), JANW (+208.8K shares, valued at $7.6M), OCTW (+189.8K shares, valued at $7.3M).

1M P&L

+8.0M+4.25%

3M P&L

+9.7M+5.21%

HY P&L

+19.6M+11.16%

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/A171.2M

95.8%

2Consumer Electronics1.8M

1.0%

3Auto Manufacturers695.7K

0.4%

Top Industries by Stock Count

1N/A107 stocks

33.9%

2Utilities - Regulated Electric12 stocks

3.8%

3Drug Manufacturers - General9 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GSEP FIRST TR EXCHNG TRADED FD VI234.1K sharesnew addition2026-03-312026-05-11

JANW AIM ETF PRODUCTS TRUST208.8K sharesnew addition2026-03-312026-05-11

OCTW AIM ETF PRODUCTS TRUST189.8K sharesnew addition2026-03-312026-05-11

DECU AIM ETF PRODUCTS TRUST267.7K sharesnew addition2026-03-312026-05-11

SEPW AIM ETF PRODUCTS TRUST208.7K sharesnew addition2026-03-312026-05-11

DECW AIM ETF PRODUCTS TRUST178.4K sharesnew addition2026-03-312026-05-11

JULU AIM ETF PRODUCTS TRUST103.8K sharesnew addition2026-03-312026-05-11

BILZ PIMCO ETF TR17.9K sharesnew addition2026-03-312026-05-11

Sponsored

SIXO AIM ETF PRODUCTS TRUST52.5K sharesnew addition2026-03-312026-05-11

QBER ELEVATION SERIES TRUST73.4K sharesnew addition2026-03-312026-05-11

AAPL APPLE INC6.5K shares-2.57%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO4.1K shares4158.33%2026-03-312026-05-11

ONEZ ELEVATION SERIES TRUST47.0K sharesnew addition2026-03-312026-05-11

ELEVATION SERIES TRUST ELEVATION SERIES TRUST31.9K sharesnew addition2026-03-312026-05-11

OCTZ ELEVATION SERIES TRUST28.4K sharesnew addition2026-03-312026-05-11

SPYM SPDR SERIES TRUST11.2K shares-96.63%2026-03-312026-05-11

Sponsored

TSLA TESLA INC1.8K shares26.36%2026-03-312026-05-11

SEPU AIM ETF PRODUCTS TRUST20.8K sharesnew addition2026-03-312026-05-11

AUGZ ELEVATION SERIES TRUST14.3K sharesnew addition2026-03-312026-05-11

FLJJ AIM ETF PRODUCTS TRUST18.5K sharesnew addition2026-03-312026-05-11

DECZ ELEVATION SERIES TRUST14.7K sharesnew addition2026-03-312026-05-11

SEPZ ELEVATION SERIES TRUST14.1K sharesnew addition2026-03-312026-05-11

ELEVATION SERIES TRUST ELEVATION SERIES TRUST25.3K sharesnew addition2026-03-312026-05-11

FBCG FIDELITY COVINGTON TRUST10.0K shares2292.57%2026-03-312026-05-11

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.9K shares18.93%2026-03-312026-05-11

NVDA NVIDIA CORPORATION2.4K shares-7.38%2026-03-312026-05-11

SPYV SPDR SERIES TRUST6.9K shares-96.71%2026-03-312026-05-11

SPYG SPDR SERIES TRUST3.9K shares-97.10%2026-03-312026-05-11

CVX CHEVRON CORPORATION1.7K sharesnew addition2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC7.0K shares744.04%2026-03-312026-05-11

BAC BANK AMERICA CORP6.8K shares504.70%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares1582.00%2026-03-312026-05-11

Sponsored

IHAK ISHARES TR7.4K shares3243.44%2026-03-312026-05-11

FDCF FIDELITY COVINGTON TRUST7.2K shares2494.22%2026-03-312026-05-11

CTA SIMPLIFY EXCHANGE TRADED FUN9.6K shares-95.99%2026-03-312026-05-11

CAT CATERPILLAR INC403 sharesnew addition2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE974 shares1181.58%2026-03-312026-05-11

FDFF FIDELITY COVINGTON TRUST8.8K shares3168.66%2026-03-312026-05-11

FBOT FIDELITY COVINGTON TRUST8.1K shares2248.98%2026-03-312026-05-11

IEFA ISHARES TR2.9K shares-96.91%2026-03-312026-05-11

Sponsored

INVESCO QQQ TR INVESCO QQQ TR436 shares-98.21%2026-03-312026-05-11

EEM ISHARES TR4.3K shares-98.46%2026-03-312026-05-11

BUCK SIMPLIFY EXCHANGE TRADED FUN10.4K shares-96.45%2026-03-312026-05-11

IEV ISHARES TR3.5K shares-98.43%2026-03-312026-05-11

XLG INVESCO EXCHANGE TRADED FD T4.1K shares-98.41%2026-03-312026-05-11

GEV GE VERNOVA INC254 sharesnew addition2026-03-312026-05-11

MTUM ISHARES TR922 shares-98.41%2026-03-312026-05-11

T AT&T INC7.6K shares217.82%2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION215 shares1.90%2026-03-312026-05-11

LLY ELI LILLY & CO225 shares324.53%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR2.5K shares-94.91%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS316 shares128.99%2026-03-312026-05-11

FOXY SIMPLIFY EXCHANGE TRADED FUN6.2K shares-94.84%2026-03-312026-05-11

AGGH SIMPLIFY EXCHANGE TRADED FUN8.8K shares-96.37%2026-03-312026-05-11

SBAR SIMPLIFY EXCHANGE TRADED FUN7.1K shares-94.64%2026-03-312026-05-11

COP CONOCOPHILLIPS1.3K shares129900.00%2026-03-312026-05-11

Sponsored

GLD SPDR GOLD TR393 shares0.26%2026-03-312026-05-11

PFE PFIZER INC5.8K shares1350.75%2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS2.0K sharesnew addition2026-03-312026-05-11

MSFT MICROSOFT CORP420 shares4.22%2026-03-312026-05-11

AHR AMERICAN HEALTHCARE REIT INC3.1K shares0.00%2026-03-312026-05-11

MTB M & T BK CORP673 shares0.00%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC1.2K sharesnew addition2026-03-312026-05-11

GSK PLC GSK PLC2.5K shares20741.67%2026-03-312026-05-11

Sponsored

MERCK & CO INC MERCK & CO INC1.1K shares203.06%2026-03-312026-05-11

SPMD SPDR SERIES TRUST2.2K shares-95.23%2026-03-312026-05-11

CNP CENTERPOINT ENERGY INC2.8K shares1874.31%2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS2.0K sharesnew addition2026-03-312026-05-11

SVOL SIMPLIFY EXCHANGE TRADED FUN7.4K shares-96.38%2026-03-312026-05-11

IVV ISHARES TR167 shares-88.75%2026-03-312026-05-11

LOW LOWES COS INC435 shares0.00%2026-03-312026-05-11

SO SOUTHERN CO1.1K shares0.00%2026-03-312026-05-11

Sponsored

VOE VANGUARD INDEX FDS552 sharesnew addition2026-03-312026-05-11

MAYW AIM ETF PRODUCTS TRUST3.0K sharesnew addition2026-03-312026-05-11

WMT WALMART INC811 shares183.57%2026-03-312026-05-11

IJK ISHARES TR991 shares-95.64%2026-03-312026-05-11

NVBW AIM ETF PRODUCTS TRUST3.0K sharesnew addition2026-03-312026-05-11

IJH ISHARES TR1.4K shares350.47%2026-03-312026-05-11

IJJ ISHARES TR732 shares-95.65%2026-03-312026-05-11

EFG ISHARES TR869 shares2615.63%2026-03-312026-05-11

Sponsored

ED CONSOLIDATED EDISON INC845 shares-17.48%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F1.2K sharesnew addition2026-03-312026-05-11

F FORD MTR CO8.2K shares155.17%2026-03-312026-05-11

IJR ISHARES TR763 shares18975.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC342 shares2.09%2026-03-312026-05-11

CSCO CISCO SYS INC1.2K shares193.75%2026-03-312026-05-11

IXUS ISHARES TR959 sharesnew addition2026-03-312026-05-11

SPTI SPDR SERIES TRUST2.8K shares0.61%2026-03-312026-05-11

Sponsored

PG PROCTER & GAMBLE CO552 shares72.50%2026-03-312026-05-11

AMZN AMAZON COM INC377 shares-18.57%2026-03-312026-05-11

NUKZ EXCHANGE TRADED CONCEPTS TRU1.2K shares0.00%2026-03-312026-05-11

QTUM ETF SER SOLUTIONS675 shares4.98%2026-03-312026-05-11

VFH VANGUARD WORLD FD595 sharesnew addition2026-03-312026-05-11

IONQ IONQ INC2.5K shares0.00%2026-03-312026-05-11

SUB ISHARES TR663 sharesnew addition2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF1.3K shares1.61%2026-03-312026-05-11

Sponsored

SHLD GLOBAL X FDS933 shares0.00%2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO1.0K shares13.14%2026-03-312026-05-11

PSX PHILLIPS 66335 shares544.23%2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS758 sharesnew addition2026-03-312026-05-11

GAEM SIMPLIFY EXCHANGE TRADED FUN2.3K shares-96.41%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC352 shares4.14%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN975 shares4331.82%2026-03-312026-05-11

WEC ENERGY GROUP INC WEC ENERGY GROUP INC474 shares829.41%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC188 shares-66.13%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD765 sharesnew addition2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL109 shares-77.05%2026-03-312026-05-11

IEF ISHARES TR546 shares3800.00%2026-03-312026-05-11

WMB WILLIAMS COS INC691 shares859.72%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC1.8K shares237.76%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP600 sharesnew addition2026-03-312026-05-11

MPC MARATHON PETE CORP196 shares-0.51%2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC159 shares-20.50%2026-03-312026-05-11

ORI OLD REP INTL CORP1.1K sharesnew addition2026-03-312026-05-11

VYMI VANGUARD WHITEHALL FDS446 shares961.90%2026-03-312026-05-11

EWJ ISHARES INC496 sharesnew addition2026-03-312026-05-11

CTVA CORTEVA INC499 sharesnew addition2026-03-312026-05-11

BCUS EXCHANGE LISTED FDS TR1.2K shares0.00%2026-03-312026-05-11

TLT ISHARES TR450 sharesnew addition2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR347 shares-95.30%2026-03-312026-05-11

Sponsored

PPL PPL CORP1.0K shares498.80%2026-03-312026-05-11

SPSM SPDR SERIES TRUST775 shares-95.18%2026-03-312026-05-11

XOM EXXON MOBIL CORP220 shares49.66%2026-03-312026-05-11

MCD MCDONALDS CORP119 sharesnew addition2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS571 shares-87.42%2026-03-312026-05-11

MUB ISHARES TR343 sharesnew addition2026-03-312026-05-11

KEY KEYCORP1.8K shares41.39%2026-03-312026-05-11

FE FIRSTENERGY CORP705 shares1181.82%2026-03-312026-05-11

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC105 sharesnew addition2026-03-312026-05-11

FELG FIDELITY COVINGTON TRUST928 shares0.00%2026-03-312026-05-11

RECS COLUMBIA ETF TR I856 sharesnew addition2026-03-312026-05-11

NJR NEW JERSEY RES CORP600 sharesnew addition2026-03-312026-05-11

SPTL SPDR SERIES TRUST1.2K shares0.65%2026-03-312026-05-11

HD HOME DEPOT INC97 shares-63.40%2026-03-312026-05-11

GLW CORNING INC233 shares0.00%2026-03-312026-05-11

META META PLATFORMS INC54 shares-47.57%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T46 shares2.22%2026-03-312026-05-11

GM GENERAL MTRS CO397 sharesnew addition2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR946 sharesnew addition2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4047 sharesnew addition2026-03-312026-05-11

QNITY ELECTRONICS INC QNITY ELECTRONICS INC249 sharesnew addition2026-03-312026-05-11

RCL ROYAL CARIBBEAN GROUP100 shares0.00%2026-03-312026-05-11

MO ALTRIA GROUP INC411 shares0.00%2026-03-312026-05-11

TFC TRUIST FINL CORP589 shares0.00%2026-03-312026-05-11

Sponsored

FELV FIDELITY COVINGTON TRUST721 shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC123 sharesnew addition2026-03-312026-05-11

IEI ISHARES TR206 sharesnew addition2026-03-312026-05-11

XMAG TIDAL TRUST II1.1K shares0.00%2026-03-312026-05-11

ENB ENBRIDGE INC442 sharesnew addition2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T122 shares8.93%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC59 shares-31.40%2026-03-312026-05-11

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC499 sharesnew addition2026-03-312026-05-11

Sponsored

HAS HASBRO INC244 shares306.67%2026-03-312026-05-11

GPN GLOBAL PMTS INC336 shares0.00%2026-03-312026-05-11

FTCS FIRST TR EXCHANGE-TRADED FD235 sharesnew addition2026-03-312026-05-11

SPHY SPDR SERIES TRUST931 sharesnew addition2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES I299 sharesnew addition2026-03-312026-05-11

ABBV ABBVIE INC96 shares-65.47%2026-03-312026-05-11

DOW DOW HLDGS INC499 sharesnew addition2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR810 shares0.00%2026-03-312026-05-11

Sponsored

VOOV VANGUARD ADMIRAL FDS INC100 sharesnew addition2026-03-312026-05-11

SILA SILA REALTY TRUST INC836 shares0.00%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS239 shares-15.55%2026-03-312026-05-11

TLH ISHARES TR192 sharesnew addition2026-03-312026-05-11

KOD KODIAK SCIENCES INC500 shares0.00%2026-03-312026-05-11

NXT NEXTPOWER INC153 sharesnew addition2026-03-312026-05-11

CGDG CAPITAL GROUP DIVIDEND GROWE484 sharesnew addition2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC175 sharesnew addition2026-03-312026-05-11

Sponsored

SHOP SHOPIFY INC146 sharesnew addition2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS361 sharesnew addition2026-03-312026-05-11

KO COCA COLA CO220 shares152.87%2026-03-312026-05-11

IDEV ISHARES TR200 sharesnew addition2026-03-312026-05-11

NVO NOVO-NORDISK A S454 shares0.00%2026-03-312026-05-11

ORCL ORACLE CORP108 shares500.00%2026-03-312026-05-11

NVST ENVISTA HOLDINGS CORPORATION626 sharesnew addition2026-03-312026-05-11

ZS ZSCALER INC113 shares0.00%2026-03-312026-05-11

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT456 sharesnew addition2026-03-312026-05-11

EDOW FIRST TR EXCHANGE-TRADED FD368 sharesnew addition2026-03-312026-05-11

INCM FRANKLIN TEMPLETON ETF TR515 sharesnew addition2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR180 shares0.00%2026-03-312026-05-11

XLI SELECT SECTOR SPDR TR91 sharesnew addition2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II129 sharesnew addition2026-03-312026-05-11

FTGS FIRST TR EXCHANGE-TRADED FD424 sharesnew addition2026-03-312026-05-11

BLBD BLUE BIRD CORP254 sharesnew addition2026-03-312026-05-11

Sponsored

DON WISDOMTREE TR274 sharesnew addition2026-03-312026-05-11

PH PARKER-HANNIFIN CORP16 shares0.00%2026-03-312026-05-11

IBKR INTERACTIVE BROKERS GROUP IN208 shares29.19%2026-03-312026-05-11

WFC WELLS FARGO & CO172 shares42.15%2026-03-312026-05-11

QUAL ISHARES TR70 sharesnew addition2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR101 sharesnew addition2026-03-312026-05-11

VGT VANGUARD WORLD FD19 sharesnew addition2026-03-312026-05-11

CHWY CHEWY INC481 sharesnew addition2026-03-312026-05-11

Sponsored

NOBL PROSHARES TR121 shares0.00%2026-03-312026-05-11

DES WISDOMTREE TR354 sharesnew addition2026-03-312026-05-11

PGR PROGRESSIVE CORP64 sharesnew addition2026-03-312026-05-11

SKYY FIRST TR EXCHANGE-TRADED FD114 sharesnew addition2026-03-312026-05-11

TTWO TAKE-TWO INTERACTIVE SOFTWAR63 sharesnew addition2026-03-312026-05-11

ALL ALLSTATE CORP60 shares172.73%2026-03-312026-05-11

DXCM DEXCOM INC196 sharesnew addition2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR268 shares0.75%2026-03-312026-05-11

Sponsored

VTRS VIATRIS INC878 shares213.57%2026-03-312026-05-11

SCHM SCHWAB STRATEGIC TR375 shares0.00%2026-03-312026-05-11

ICF ISHARES TR184 sharesnew addition2026-03-312026-05-11

KHC KRAFT HEINZ CO500 sharesnew addition2026-03-312026-05-11

BROADCOM INC BROADCOM INC35 shares-75.52%2026-03-312026-05-11

APP APPLOVIN CORP27 sharesnew addition2026-03-312026-05-11

WAB WABTEC42 sharesnew addition2026-03-312026-05-11

GOLY STRATEGY SHS356 sharesnew addition2026-03-312026-05-11

Sponsored

FSLR FIRST SOLAR INC52 sharesnew addition2026-03-312026-05-11

VTV VANGUARD INDEX FDS51 shares-87.74%2026-03-312026-05-11

IEMG ISHARES INC143 shares-94.95%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC74 shares25.42%2026-03-312026-05-11

PAAS PAN AMERN SILVER CORP167 sharesnew addition2026-03-312026-05-11

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL23 sharesnew addition2026-03-312026-05-11

FLS FLOWSERVE CORP121 sharesnew addition2026-03-312026-05-11

ROAD CONSTRUCTION PARTNERS INC79 sharesnew addition2026-03-312026-05-11

Sponsored

QQEW FIRST TR EXCHANGE-TRADED FD69 sharesnew addition2026-03-312026-05-11

CAR AVIS BUDGET GROUP INC60 shares0.00%2026-03-312026-05-11

CDNS CADENCE DESIGN SYSTEM INC30 sharesnew addition2026-03-312026-05-11

ARLP ALLIANCE RESOURCE PARTNERS L300 shares0.00%2026-03-312026-05-11

PRU PRUDENTIAL FINL INC84 shares0.00%2026-03-312026-05-11

PFIX SIMPLIFY EXCHANGE TRADED FUN176 sharesnew addition2026-03-312026-05-11

APA CORPORATION APA CORPORATION187 shares0.00%2026-03-312026-05-11

TROW PRICE T ROWE GROUP INC88 shares183.87%2026-03-312026-05-11

Sponsored

SON SONOCO PRODS CO146 sharesnew addition2026-03-312026-05-11

LZ LEGALZOOM COM INC1.4K sharesnew addition2026-03-312026-05-11

FLEX FLEXTRONICS INTL LTD119 sharesnew addition2026-03-312026-05-11

ITA ISHARES TR35 sharesnew addition2026-03-312026-05-11

IXC ISHARES TR133 shares0.00%2026-03-312026-05-11

FLOT ISHARES TR149 sharesnew addition2026-03-312026-05-11

CRM SALESFORCE INC40 shares344.44%2026-03-312026-05-11

GLTR ABRDN PRECIOUS METALS BASKET34 shares0.00%2026-03-312026-05-11

Sponsored

KD KYNDRYL HLDGS INC554 shares98.57%2026-03-312026-05-11

IAUM ISHARES GOLD TR154 sharesnew addition2026-03-312026-05-11

APTIV PLC APTIV PLC102 sharesnew addition2026-03-312026-05-11

CVS CVS HEALTH CORP98 shares237.93%2026-03-312026-05-11

NUE NUCOR CORP41 sharesnew addition2026-03-312026-05-11

MBB ISHARES TR70 shares125.81%2026-03-312026-05-11

EXG EATON VANCE TAX-MANAGED GLOB750 sharesnew addition2026-03-312026-05-11

SNDK SANDISK CORP10 shares0.00%2026-03-312026-05-11

Sponsored

BA BOEING CO31 shares287.50%2026-03-312026-05-11

UHT UNIVERSAL HEALTH RLTY INCOME151 shares0.00%2026-03-312026-05-11

FDN FIRST TR EXCHANGE-TRADED FD26 shares-27.78%2026-03-312026-05-11

ICVT ISHARES TR59 sharesnew addition2026-03-312026-05-11

EXPE EXPEDIA GROUP INC26 sharesnew addition2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC7 shares-46.15%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC12 shares-20.00%2026-03-312026-05-11

EVRG EVERGY INC72 shares0.00%2026-03-312026-05-11

Sponsored

ETR ENTERGY CORP NEW52 shares0.00%2026-03-312026-05-11

GOVT ISHARES TR251 shares0.00%2026-03-312026-05-11

EMXC ISHARES INC73 sharesnew addition2026-03-312026-05-11

KMB KIMBERLY-CLARK CORP59 shares31.11%2026-03-312026-05-11

AIZ ASSURANT INC26 sharesnew addition2026-03-312026-05-11

RTX RTX CORPORATION29 shares93.33%2026-03-312026-05-11

JAZZ JAZZ PHARMACEUTICALS PLC29 sharesnew addition2026-03-312026-05-11

MOAT VANECK ETF TRUST56 sharesnew addition2026-03-312026-05-11

Sponsored

CFG CITIZENS FINL GROUP INC90 shares0.00%2026-03-312026-05-11

GDMN WISDOMTREE TR53 sharesnew addition2026-03-312026-05-11

FLC FLAHERTY & CRUMRINE TOTAL RE319 sharesnew addition2026-03-312026-05-11

JPC NUVEEN PFD & INCOME OPPORTUN699 sharesnew addition2026-03-312026-05-11

HST HOST HOTELS & RESORTS INC273 shares0.00%2026-03-312026-05-11

MODG CALLAWAY GOLF CO376 sharesnew addition2026-03-312026-05-11

JNJ JOHNSON & JOHNSON21 shares-99.01%2026-03-312026-05-11

D DOMINION ENERGY INC82 shares0.00%2026-03-312026-05-11

Sponsored

GILD GILEAD SCIENCES INC36 shares0.00%2026-03-312026-05-11

PZA INVESCO EXCH TRADED FD TR II216 sharesnew addition2026-03-312026-05-11

BAX BAXTER INTL INC293 shares0.00%2026-03-312026-05-11

OMC OMNICOM GROUP INC65 shares0.00%2026-03-312026-05-11

AES AES CORP344 shares0.00%2026-03-312026-05-11

V VISA INC16 shares-87.69%2026-03-312026-05-11

PDI PIMCO DYNAMIC INCOME FD279 sharesnew addition2026-03-312026-05-11

DGS WISDOMTREE TR79 sharesnew addition2026-03-312026-05-11

Sponsored

BK BANK NEW YORK MELLON CORP40 shares-62.26%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC48 sharesnew addition2026-03-312026-05-11

FITB FIFTH THIRD BANCORP99 shares0.00%2026-03-312026-05-11

USAU U S GOLD CORP300 sharesnew addition2026-03-312026-05-11

BEN FRANKLIN RESOURCES INC190 shares0.00%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC10 sharesnew addition2026-03-312026-05-11

XEL XCEL ENERGY INC56 shares0.00%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN49 shares0.00%2026-03-312026-05-11

Sponsored

DLS WISDOMTREE TR53 sharesnew addition2026-03-312026-05-11

REG REGENCY CTRS CORP57 shares0.00%2026-03-312026-05-11

SPG SIMON PPTY GROUP INC NEW23 shares0.00%2026-03-312026-05-11

NMAI NUVEEN MULTI ASSET INCOME FU345 sharesnew addition2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP7 shares40.00%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC1 sharesnew addition2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC24 shares140.00%2026-03-312026-05-11

QCOM QUALCOMM INC32 sharesnew addition2026-03-312026-05-11

Sponsored

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC58 shares0.00%2026-03-312026-05-11

CTAS CINTAS CORP24 shares33.33%2026-03-312026-05-11

HBAN HUNTINGTON BANCSHARES INC256 shares0.00%2026-03-312026-05-11

EIX EDISON INTL54 shares0.00%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS43 shares-86.52%2026-03-312026-05-11

HCA HCA HEALTHCARE INC8 sharesnew addition2026-03-312026-05-11

CNH CNH INDL N V344 sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR42 shares-80.28%2026-03-312026-05-11

Sponsored

MGM MGM RESORTS INTERNATIONAL100 shares-90.91%2026-03-312026-05-11

EMN EASTMAN CHEM CO47 sharesnew addition2026-03-312026-05-11

ROCKET LAB CORP ROCKET LAB CORP55 shares266.67%2026-03-312026-05-11

NFLX NETFLIX INC.36 shares-56.10%2026-03-312026-05-11

ANGL VANECK ETF TRUST119 shares0.85%2026-03-312026-05-11

TGT TARGET CORP28 shares0.00%2026-03-312026-05-11

BE BLOOM ENERGY CORP25 sharesnew addition2026-03-312026-05-11

SCHO SCHWAB STRATEGIC TR139 sharesnew addition2026-03-312026-05-11

Sponsored

EWP ISHARES INC62 sharesnew addition2026-03-312026-05-11

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD268 shares0.00%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO11 shares-82.81%2026-03-312026-05-11

GREK GLOBAL X FDS50 sharesnew addition2026-03-312026-05-11

EXR EXTRA SPACE STORAGE INC24 shares0.00%2026-03-312026-05-11

ESS ESSEX PPTY TR INC13 shares0.00%2026-03-312026-05-11

EPOL ISHARES TR85 sharesnew addition2026-03-312026-05-11

SIVR ABRDN SILVER ETF TRUST43 shares0.00%2026-03-312026-05-11

Sponsored

WY WEYERHAEUSER CO126 sharesnew addition2026-03-312026-05-11

AVXL ANAVEX LIFE SCIENCES CORP1.0K shares0.00%2026-03-312026-05-11

ARGT GLOBAL X FDS32 sharesnew addition2026-03-312026-05-11

PEP PEPSICO INC19 shares-77.65%2026-03-312026-05-11

HUBBELL INC HUBBELL INC6 shares0.00%2026-03-312026-05-11

SDY SPDR SERIES TRUST20 sharesnew addition2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR100 sharesnew addition2026-03-312026-05-11

IVZ INVESCO LTD118 shares0.00%2026-03-312026-05-11

Sponsored

EQR EQUITY RESIDENTIAL48 shares0.00%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC4 sharesnew addition2026-03-312026-05-11

SPXE PROSHARES TR40 shares33.33%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC19 shares-54.76%2026-03-312026-05-11

FIX COMFORT SYS USA INC2 shares0.00%2026-03-312026-05-11

HEI HEICO CORP NEW10 shares0.00%2026-03-312026-05-11

IP INTERNATIONAL PAPER CO76 shares0.00%2026-03-312026-05-11

MOO VANECK ETF TRUST32 shares0.00%2026-03-312026-05-11

Sponsored

COLM COLUMBIA SPORTSWEAR CO48 sharesnew addition2026-03-312026-05-11

USIG ISHARES TR51 shares0.00%2026-03-312026-05-11

CCL CARNIVAL CORP100 shares-72.60%2026-03-312026-05-11

MA MASTERCARD INCORPORATED5 shares-77.27%2026-03-312026-05-11

BIL SPDR SERIES TRUST27 shares0.00%2026-03-312026-05-11

VAW VANGUARD WORLD FD11 shares0.00%2026-03-312026-05-11

BSX BOSTON SCIENTIFIC CORP39 shares-83.95%2026-03-312026-05-11

MP MP MATERIALS CORP50 sharesnew addition2026-03-312026-05-11

Sponsored

RSG REPUBLIC SVCS INC11 sharesnew addition2026-03-312026-05-11

MU MICRON TECHNOLOGY INC7 sharesnew addition2026-03-312026-05-11

AME AMETEK INC11 sharesnew addition2026-03-312026-05-11

SATS ECHOSTAR CORP20 sharesnew addition2026-03-312026-05-11

EXCHANGE LISTED FDS TR EXCHANGE LISTED FDS TR85 shares0.00%2026-03-312026-05-11

BLACKSTONE INC BLACKSTONE INC19 shares0.00%2026-03-312026-05-11

INTU INTUIT5 sharesnew addition2026-03-312026-05-11

MS MORGAN STANLEY13 shares-18.75%2026-03-312026-05-11

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP10 shares-88.76%2026-03-312026-05-11

CBSH COMMERCE BANCSHARES INC42 sharesnew addition2026-03-312026-05-11

NNE NANO NUCLEAR ENERGY INC100 shares0.00%2026-03-312026-05-11

BWXT BWX TECHNOLOGIES INC10 sharesnew addition2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR41 shares0.00%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO8 shares-83.33%2026-03-312026-05-11

LINDE PLC LINDE PLC4 shares-83.33%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10 shares-66.67%2026-03-312026-05-11

Sponsored

SPYI NEOS ETF TRUST40 sharesnew addition2026-03-312026-05-11

CSX CSX CORP48 sharesnew addition2026-03-312026-05-11

WERN WERNER ENTERPRISES INC67 sharesnew addition2026-03-312026-05-11

EPI WISDOMTREE TR48 shares0.00%2026-03-312026-05-11

O REALTY INCOME CORP32 sharesnew addition2026-03-312026-05-11

COHERENT CORP COHERENT CORP8 sharesnew addition2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC9 sharesnew addition2026-03-312026-05-11

DOV DOVER CORP9 sharesnew addition2026-03-312026-05-11

Sponsored

NCLH NORWEGIAN CRUISE LINE HLDGS100 shares0.00%2026-03-312026-05-11

WH WYNDHAM HOTELS & RESORTS INC23 sharesnew addition2026-03-312026-05-11

BBY BEST BUY INC29 shares0.00%2026-03-312026-05-11

PFF ISHARES TR61 shares0.00%2026-03-312026-05-11

WM WASTE MGMT INC DEL8 shares0.00%2026-03-312026-05-11

EXC EXELON CORP37 sharesnew addition2026-03-312026-05-11

HP INC HP INC94 shares0.00%2026-03-312026-05-11

AVB AVALONBAY CMNTYS INC11 sharesnew addition2026-03-312026-05-11

Sponsored

MCO MOODYS CORP4 sharesnew addition2026-03-312026-05-11

AJG GALLAGHER ARTHUR J & CO8 sharesnew addition2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5 shares-92.96%2026-03-312026-05-11

DHR DANAHER CORP DEL9 shares0.00%2026-03-312026-05-11

AMAT APPLIED MATLS INC5 sharesnew addition2026-03-312026-05-11

SPGI S&P GLOBAL INC4 shares-55.56%2026-03-312026-05-11

CBOE CBOE GLOBAL MKTS INC6 sharesnew addition2026-03-312026-05-11

CRH PLC CRH PLC16 shares0.00%2026-03-312026-05-11

Sponsored

NOW SERVICENOW INC16 shares-92.73%2026-03-312026-05-11

AVT AVNET INC27 sharesnew addition2026-03-312026-05-11

CHH CHOICE HOTELS INTL INC16 sharesnew addition2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC23 shares-90.13%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC19 shares-61.22%2026-03-312026-05-11

CMI CUMMINS INC3 sharesnew addition2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC10 shares-86.84%2026-03-312026-05-11

TJX TJX COS INC NEW10 shares-86.49%2026-03-312026-05-11

Sponsored

SOFI SOFI TECHNOLOGIES INC100 sharesnew addition2026-03-312026-05-11

CON CONCENTRA GROUP HOLDINGS PAR74 sharesnew addition2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION12 sharesnew addition2026-03-312026-05-11

CLLS CELLECTIS S A495 shares0.00%2026-03-312026-05-11

ABT ABBOTT LABORATORIES15 shares-48.28%2026-03-312026-05-11

APH AMPHENOL CORP12 shares-86.67%2026-03-312026-05-11

QTEC FIRST TR EXCHANGE-TRADED FD7 shares0.00%2026-03-312026-05-11

GLPI GAMING & LEISURE P34 shares3300.00%2026-03-312026-05-11

Sponsored

MRTN MARTEN TRANS LTD113 sharesnew addition2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC16 shares0.00%2026-03-312026-05-11

KLAC KLA CORP1 sharesnew addition2026-03-312026-05-11

COF CAPITAL ONE FINL CORP8 sharesnew addition2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC5 sharesnew addition2026-03-312026-05-11

DIS DISNEY WALT CO15 shares-72.73%2026-03-312026-05-11

BGS B & G FOODS INC300 shares0.00%2026-03-312026-05-11

NTSK NETSKOPE INC170 sharesnew addition2026-03-312026-05-11

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD9 shares0.00%2026-03-312026-05-11

DOCS DOXIMITY INC59 sharesnew addition2026-03-312026-05-11

INTC INTEL CORP31 shares-93.40%2026-03-312026-05-11

CRI CARTERS INC38 sharesnew addition2026-03-312026-05-11

AWI ARMSTRONG WORLD INDS INC NEW8 shares-69.23%2026-03-312026-05-11

UUUU ENERGY FUELS INC71 sharesnew addition2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN8 sharesnew addition2026-03-312026-05-11

CVNA CARVANA CO4 shares0.00%2026-03-312026-05-11

Sponsored

CENCORA INC CENCORA INC4 shares-66.67%2026-03-312026-05-11

FTGC FIRST TR EXCHANGE TRAD FD VI43 shares0.00%2026-03-312026-05-11

IDRV ISHARES TR30 sharesnew addition2026-03-312026-05-11

SMH VANECK ETF TRUST3 shares50.00%2026-03-312026-05-11

FXD FIRST TR EXCHANGE-TRADED FD17 shares0.00%2026-03-312026-05-11

NEM NEWMONT CORP10 sharesnew addition2026-03-312026-05-11

QQXT FIRST TR EXCHANGE-TRADED FD11 shares0.00%2026-03-312026-05-11

AMGN AMGEN INC3 shares-76.92%2026-03-312026-05-11

Sponsored

XHB SPDR SERIES TRUST10 sharesnew addition2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC1 sharesnew addition2026-03-312026-05-11

FV FIRST TR EXCHANGE TRADED FD15 shares0.00%2026-03-312026-05-11

PROSHARES TR PROSHARES TR50 sharesnew addition2026-03-312026-05-11

CRML CRITICAL METALS CORP100 sharesnew addition2026-03-312026-05-11

MLPX GLOBAL X FDS10 shares0.00%2026-03-312026-05-11

OGN ORGANON & CO102 shares240.00%2026-03-312026-05-11

CAKE CHEESECAKE FACTORY INC10 shares0.00%2026-03-312026-05-11

Sponsored

CARR CARRIER GLOBAL CORPORATION5 sharesnew addition2026-03-312026-05-11

PLUG PLUG PWR INC100 sharesnew addition2026-03-312026-05-11

OTIS OTIS WORLDWIDE CORP2 sharesnew addition2026-03-312026-05-11

PROP PRAIRIE OPER CO61 shares0.00%2026-03-312026-05-11

HLN HALEON PLC10 shares-33.33%2026-03-312026-05-11

VTR VENTAS INC1 shares0.00%2026-03-312026-05-11

ARTY ISHARES TR1 shares0.00%2026-03-312026-05-11

ARI APOLLO COML REAL ESTATE FIN1 shares0.00%2026-03-312026-05-11

Sponsored

MPW MEDICAL PROPERTIES TRUST INC1 shares0.00%2026-03-312026-05-11

GSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares234.1K

Event2026-03-31

Filed2026-05-11

JANW

AIM ETF PRODUCTS TRUST

New

Shares208.8K

Event2026-03-31

Filed2026-05-11

OCTW

AIM ETF PRODUCTS TRUST

New

Shares189.8K

Event2026-03-31

Filed2026-05-11

DECU

AIM ETF PRODUCTS TRUST

New

Shares267.7K

Event2026-03-31

Filed2026-05-11

SEPW

AIM ETF PRODUCTS TRUST

New

Shares208.7K

Event2026-03-31

Filed2026-05-11

DECW

AIM ETF PRODUCTS TRUST

New

Shares178.4K

Event2026-03-31

Filed2026-05-11

JULU

AIM ETF PRODUCTS TRUST

New

Shares103.8K

Event2026-03-31

Filed2026-05-11

BILZ

PIMCO ETF TR

New

Shares17.9K

Event2026-03-31

Filed2026-05-11

SIXO

AIM ETF PRODUCTS TRUST

New

Shares52.5K

Event2026-03-31

Filed2026-05-11

QBER

ELEVATION SERIES TRUST

New

Shares73.4K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-2.57%

Shares6.5K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

4158.33%

Shares4.1K

Event2026-03-31

Filed2026-05-11

ONEZ

ELEVATION SERIES TRUST

New

Shares47.0K

Event2026-03-31

Filed2026-05-11

ELEVATION SERIES TRUST

New

Shares31.9K

Event2026-03-31

Filed2026-05-11

OCTZ

ELEVATION SERIES TRUST

New

Shares28.4K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

-96.63%

Shares11.2K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

26.36%

Shares1.8K

Event2026-03-31

Filed2026-05-11

SEPU

AIM ETF PRODUCTS TRUST

New

Shares20.8K

Event2026-03-31

Filed2026-05-11

AUGZ

ELEVATION SERIES TRUST

New

Shares14.3K

Event2026-03-31

Filed2026-05-11

FLJJ

AIM ETF PRODUCTS TRUST

New

Shares18.5K

Event2026-03-31

Filed2026-05-11

DECZ

ELEVATION SERIES TRUST

New

Shares14.7K

Event2026-03-31

Filed2026-05-11

SEPZ

ELEVATION SERIES TRUST

New

Shares14.1K

Event2026-03-31

Filed2026-05-11

ELEVATION SERIES TRUST

New

Shares25.3K

Event2026-03-31

Filed2026-05-11

FBCG

FIDELITY COVINGTON TRUST

2292.57%

Shares10.0K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

18.93%

Shares1.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-7.38%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

-96.71%

Shares6.9K

Event2026-03-31

Filed2026-05-11

SPYG

SPDR SERIES TRUST

-97.10%

Shares3.9K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

New

Shares1.7K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

744.04%

Shares7.0K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

504.70%

Shares6.8K

Event2026-03-31

Filed2026-05-11

DUKE ENERGY CORP NEW

1582.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

IHAK

ISHARES TR

3243.44%

Shares7.4K

Event2026-03-31

Filed2026-05-11

FDCF

FIDELITY COVINGTON TRUST

2494.22%

Shares7.2K

Event2026-03-31

Filed2026-05-11

CTA

SIMPLIFY EXCHANGE TRADED FUN

-95.99%

Shares9.6K

Event2026-03-31

Filed2026-05-11

CAT

CATERPILLAR INC

New

Shares403

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

1181.58%

Shares974

Event2026-03-31

Filed2026-05-11

FDFF

FIDELITY COVINGTON TRUST

3168.66%

Shares8.8K

Event2026-03-31

Filed2026-05-11

FBOT

FIDELITY COVINGTON TRUST

2248.98%

Shares8.1K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

-96.91%

Shares2.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-98.21%

Shares436

Event2026-03-31

Filed2026-05-11

EEM

ISHARES TR

-98.46%

Shares4.3K

Event2026-03-31

Filed2026-05-11

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-96.45%

Shares10.4K

Event2026-03-31

Filed2026-05-11

IEV

ISHARES TR

-98.43%

Shares3.5K

Event2026-03-31

Filed2026-05-11

XLG

INVESCO EXCHANGE TRADED FD T

-98.41%

Shares4.1K

Event2026-03-31

Filed2026-05-11

GEV

GE VERNOVA INC

New

Shares254

Event2026-03-31

Filed2026-05-11

MTUM

ISHARES TR

-98.41%

Shares922

Event2026-03-31

Filed2026-05-11

AT&T INC

217.82%

Shares7.6K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

1.90%

Shares215

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

324.53%

Shares225

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

-94.91%

Shares2.5K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

128.99%

Shares316

Event2026-03-31

Filed2026-05-11

FOXY

SIMPLIFY EXCHANGE TRADED FUN

-94.84%

Shares6.2K

Event2026-03-31

Filed2026-05-11

AGGH

SIMPLIFY EXCHANGE TRADED FUN

-96.37%

Shares8.8K

Event2026-03-31

Filed2026-05-11

SBAR

SIMPLIFY EXCHANGE TRADED FUN

-94.64%

Shares7.1K

Event2026-03-31

Filed2026-05-11

COP

CONOCOPHILLIPS

129900.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

0.26%

Shares393

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

1350.75%

Shares5.8K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

4.22%

Shares420

Event2026-03-31

Filed2026-05-11

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-11

MTB

M & T BK CORP

0.00%

Shares673

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

GSK PLC

20741.67%

Shares2.5K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

203.06%

Shares1.1K

Event2026-03-31

Filed2026-05-11

SPMD

SPDR SERIES TRUST

-95.23%

Shares2.2K

Event2026-03-31

Filed2026-05-11

CNP

CENTERPOINT ENERGY INC

1874.31%

Shares2.8K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

SVOL

SIMPLIFY EXCHANGE TRADED FUN

-96.38%

Shares7.4K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-88.75%

Shares167

Event2026-03-31

Filed2026-05-11

LOW

LOWES COS INC

0.00%

Shares435

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

New

Shares552

Event2026-03-31

Filed2026-05-11

MAYW

AIM ETF PRODUCTS TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

183.57%

Shares811

Event2026-03-31

Filed2026-05-11

IJK

ISHARES TR

-95.64%

Shares991

Event2026-03-31

Filed2026-05-11

NVBW

AIM ETF PRODUCTS TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

350.47%

Shares1.4K

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES TR

-95.65%

Shares732

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

2615.63%

Shares869

Event2026-03-31

Filed2026-05-11

CONSOLIDATED EDISON INC

-17.48%

Shares845

Event2026-03-31

Filed2026-05-11

VGK

VANGUARD INTL EQUITY INDEX F

New

Shares1.2K

Event2026-03-31

Filed2026-05-11

FORD MTR CO

155.17%

Shares8.2K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

18975.00%

Shares763

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

2.09%

Shares342

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

193.75%

Shares1.2K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

New

Shares959

Event2026-03-31

Filed2026-05-11

SPTI

SPDR SERIES TRUST

0.61%

Shares2.8K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

72.50%

Shares552

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-18.57%

Shares377

Event2026-03-31

Filed2026-05-11

NUKZ

EXCHANGE TRADED CONCEPTS TRU

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

QTUM

ETF SER SOLUTIONS

4.98%

Shares675

Event2026-03-31

Filed2026-05-11

VFH

VANGUARD WORLD FD

New

Shares595

Event2026-03-31

Filed2026-05-11

IONQ

IONQ INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

New

Shares663

Event2026-03-31

Filed2026-05-11

GBTC

GRAYSCALE BITCOIN TRUST ETF

1.61%

Shares1.3K

Event2026-03-31

Filed2026-05-11

SHLD

GLOBAL X FDS

0.00%

Shares933

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

13.14%

Shares1.0K

Event2026-03-31

Filed2026-05-11

PSX

PHILLIPS 66

544.23%

Shares335

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares758

Event2026-03-31

Filed2026-05-11

GAEM

SIMPLIFY EXCHANGE TRADED FUN

-96.41%

Shares2.3K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

4.14%

Shares352

Event2026-03-31

Filed2026-05-11

FBTC

FIDELITY WISE ORIGIN BITCOIN

4331.82%

Shares975

Event2026-03-31

Filed2026-05-11

WEC ENERGY GROUP INC

829.41%

Shares474

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-66.13%

Shares188

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares765

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

-77.05%

Shares109

Event2026-03-31

Filed2026-05-11

IEF

ISHARES TR

3800.00%

Shares546

Event2026-03-31

Filed2026-05-11

WMB

WILLIAMS COS INC

859.72%

Shares691

Event2026-03-31

Filed2026-05-11

WBD

WARNER BROS DISCOVERY INC

237.76%

Shares1.8K

Event2026-03-31

Filed2026-05-11

PEG

PUBLIC SVC ENTERPRISE GROUP

New

Shares600

Event2026-03-31

Filed2026-05-11

MPC

MARATHON PETE CORP

-0.51%

Shares196

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-20.50%

Shares159

Event2026-03-31

Filed2026-05-11

ORI

OLD REP INTL CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-11

VYMI

VANGUARD WHITEHALL FDS

961.90%

Shares446

Event2026-03-31

Filed2026-05-11

EWJ

ISHARES INC

New

Shares496

Event2026-03-31

Filed2026-05-11

CTVA

CORTEVA INC

New

Shares499

Event2026-03-31

Filed2026-05-11

BCUS

EXCHANGE LISTED FDS TR

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

New

Shares450

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

-95.30%

Shares347

Event2026-03-31

Filed2026-05-11

PPL

PPL CORP

498.80%

Shares1.0K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

-95.18%

Shares775

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

49.66%

Shares220

Event2026-03-31

Filed2026-05-11

MCD

MCDONALDS CORP

New

Shares119

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-87.42%

Shares571

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

New

Shares343

Event2026-03-31

Filed2026-05-11

KEY

KEYCORP

41.39%

Shares1.8K

Event2026-03-31

Filed2026-05-11

FIRSTENERGY CORP

1181.82%

Shares705

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares105

Event2026-03-31

Filed2026-05-11

FELG

FIDELITY COVINGTON TRUST

0.00%

Shares928

Event2026-03-31

Filed2026-05-11

RECS

COLUMBIA ETF TR I

New

Shares856

Event2026-03-31

Filed2026-05-11

NJR

NEW JERSEY RES CORP

New

Shares600

Event2026-03-31

Filed2026-05-11

SPTL

SPDR SERIES TRUST

0.65%

Shares1.2K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-63.40%

Shares97

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

0.00%

Shares233

Event2026-03-31

Filed2026-05-11