Sponsored

The Analysis of PREVAIL INNOVATIVE WEALTH ADVISORS, LLC's Holdings & P&L

Currently, PREVAIL INNOVATIVE WEALTH ADVISORS, LLC holds 178 types of securities in its portfolio with a total value $594.1M. In the most recent quarter, they have increased their positions in JBND (+253.5K shares, valued at $13.6M), MLPA (+154.0K shares, valued at $8.3M), ROKU (+80.6K shares, valued at $7.6M); decreased their positions in SRLN (-357.9K shares, valued at $14.4M), SPY (-10.8K shares, valued at $7.0M), HELO (-108.0K shares, valued at $6.9M); initiated new positions in JBND (+253.5K shares, valued at $13.6M), MLPA (+154.0K shares, valued at $8.3M), ROKU (+80.6K shares, valued at $7.6M).

1M P&L

+16.1M+2.77%

3M P&L

+33.7M+6.01%

HY P&L

+58.5M+10.91%

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/A318.9M

59.1%

2Semiconductors21.6M

4.0%

3Software - Application19.5M

3.6%

Top Industries by Stock Count

1N/A88 stocks

54.3%

2Software - Application5 stocks

3.1%

3Semiconductors5 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

JBND J P MORGAN EXCHANGE TRADED F253.5K sharesnew addition2026-03-312026-04-30

XOM EXXON MOBIL CORP76.9K shares-11.08%2026-03-312026-04-30

AVSC AMERICAN CENTY ETF TR201.2K shares6.71%2026-03-312026-04-30

MSFT MICROSOFT CORP28.6K shares104.66%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II44.4K shares15.51%2026-03-312026-04-30

XMHQ INVESCO EXCHANGE TRADED FD T100.9K shares5.49%2026-03-312026-04-30

MTBA SIMPLIFY EXCHANGE TRADED FUN195.4K shares169.40%2026-03-312026-04-30

SPHQ INVESCO EXCHANGE TRADED FD T126.9K shares-6.84%2026-03-312026-04-30

Sponsored

JIII JANUS DETROIT STR TR191.6K shares177.25%2026-03-312026-04-30

TLTW ISHARES TR415.6K shares-36.54%2026-03-312026-04-30

AMZN AMAZON COM INC42.3K shares59.96%2026-03-312026-04-30

SJNK SPDR SERIES TRUST352.0K shares47.80%2026-03-312026-04-30

BKLN INVESCO EXCH TRADED FD TR II430.2K shares220.71%2026-03-312026-04-30

PIT VANECK ETF TRUST121.3K shares4.92%2026-03-312026-04-30

AGGH SIMPLIFY EXCHANGE TRADED FUN423.1K shares223.69%2026-03-312026-04-30

BKR BAKER HUGHES COMPANY138.4K shares-0.84%2026-03-312026-04-30

Sponsored

RSPA INVESCO ACTIVELY MANAGED EXC167.7K shares165.98%2026-03-312026-04-30

EFAA INVESCO ACTIVELY MANAGED EXC157.9K shares118.01%2026-03-312026-04-30

MLPA GLOBAL X FDS154.0K sharesnew addition2026-03-312026-04-30

KNG FIRST TR EXCHANGE-TRADED FD168.9K shares259.28%2026-03-312026-04-30

IHE ISHARES TR93.1K shares74.41%2026-03-312026-04-30

SHLD GLOBAL X FDS110.2K shares1.23%2026-03-312026-04-30

SPYI NEOS ETF TRUST158.1K shares16.74%2026-03-312026-04-30

BROADCOM INC BROADCOM INC25.1K shares3889.98%2026-03-312026-04-30

Sponsored

NRG NRG ENERGY INC52.3K shares85.75%2026-03-312026-04-30

ROKU ROKU INC80.6K sharesnew addition2026-03-312026-04-30

GEV GE VERNOVA INC8.7K shares-8.59%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC26.8K sharesnew addition2026-03-312026-04-30

JPM JPMORGAN CHASE & CO.25.0K shares20.62%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP33.8K sharesnew addition2026-03-312026-04-30

CRDO CREDO TECHNOLOGY GROUP HOLDI75.0K sharesnew addition2026-03-312026-04-30

APP APPLOVIN CORP17.6K sharesnew addition2026-03-312026-04-30

Sponsored

JPHY J P MORGAN EXCHANGE TRADED F137.8K shares175.38%2026-03-312026-04-30

CDX SIMPLIFY EXCHANGE TRADED FUN316.3K shares220.74%2026-03-312026-04-30

QQA INVESCO ACTIVELY MANAGED EXC135.2K shares82.41%2026-03-312026-04-30

NVDA NVIDIA CORPORATION38.6K shares11.21%2026-03-312026-04-30

SBAR SIMPLIFY EXCHANGE TRADED FUN271.4K shares179.39%2026-03-312026-04-30

QQQI NEOS ETF TRUST133.0K shares420.86%2026-03-312026-04-30

IYRI NEOS ETF TRUST138.7K shares394.06%2026-03-312026-04-30

GPIQ GOLDMAN SACHS ETF TR119.2K shares280.97%2026-03-312026-04-30

Sponsored

STRL STERLING INFRASTRUCTURE INC14.3K shares-8.54%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F97.9K shares28.60%2026-03-312026-04-30

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW51.5K shares6.41%2026-03-312026-04-30

MOD MODINE MFG CO25.1K sharesnew addition2026-03-312026-04-30

LHX L3HARRIS TECHNOLOGIES INC15.5K shares-5.64%2026-03-312026-04-30

NFLX NETFLIX INC55.2K sharesnew addition2026-03-312026-04-30

FTAI AVIATION LTD FTAI AVIATION LTD21.6K shares-20.12%2026-03-312026-04-30

PAAA PGIM ETF TR101.0K shares34.43%2026-03-312026-04-30

Sponsored

FTGC FIRST TR EXCHANGE TRAD FD VI177.4K sharesnew addition2026-03-312026-04-30

RITM RITHM CAPITAL CORP522.5K sharesnew addition2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE17.0K shares7.41%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC14.1K shares170.55%2026-03-312026-04-30

NOW SERVICENOW INC45.4K sharesnew addition2026-03-312026-04-30

MTZ MASTEC INC14.2K shares-19.11%2026-03-312026-04-30

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN216.3K sharesnew addition2026-03-312026-04-30

IWMI NEOS ETF TRUST93.1K sharesnew addition2026-03-312026-04-30

Sponsored

JPST J P MORGAN EXCHANGE TRADED F86.1K shares95.70%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC38.4K sharesnew addition2026-03-312026-04-30

VRT VERTIV HOLDINGS CO16.9K shares-23.19%2026-03-312026-04-30

SDSI AMERICAN CENTY ETF TR81.6K shares-1.70%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC40.1K shares-0.54%2026-03-312026-04-30

AAPL APPLE INC13.3K shares-5.10%2026-03-312026-04-30

LRN STRIDE INC32.7K sharesnew addition2026-03-312026-04-30

CRS CARPENTER TECHNOLOGY CORP7.3K sharesnew addition2026-03-312026-04-30

Sponsored

AMKR AMKOR TECHNOLOGY INC62.8K sharesnew addition2026-03-312026-04-30

GLPI GAMING & LEISURE PPTYS INC63.0K shares-21.14%2026-03-312026-04-30

CVX CHEVRON CORP NEW13.5K shares10.70%2026-03-312026-04-30

FCFS FIRSTCASH HOLDINGS INC14.8K sharesnew addition2026-03-312026-04-30

JPIE J P MORGAN EXCHANGE TRADED F59.1K shares3.73%2026-03-312026-04-30

AVEM AMERICAN CENTY ETF TR33.5K shares8.79%2026-03-312026-04-30

APG API GROUP CORP66.5K sharesnew addition2026-03-312026-04-30

MPWR MONOLITHIC PWR SYS INC2.4K sharesnew addition2026-03-312026-04-30

Sponsored

AVUS AMERICAN CENTY ETF TR24.0K shares-14.90%2026-03-312026-04-30

MCK MCKESSON CORP2.9K sharesnew addition2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR28.5K sharesnew addition2026-03-312026-04-30

SPHY SPDR SERIES TRUST105.7K shares40.79%2026-03-312026-04-30

VSEC VSE CORP13.3K sharesnew addition2026-03-312026-04-30

JMBS JANUS DETROIT STR TR54.1K shares3.24%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC20.3K sharesnew addition2026-03-312026-04-30

VRIG INVESCO ACTIVELY MANAGED EXC94.1K shares-11.03%2026-03-312026-04-30

Sponsored

TFC TRUIST FINL CORP51.2K shares20.13%2026-03-312026-04-30

EVRG EVERGY INC28.6K shares15.87%2026-03-312026-04-30

MO ALTRIA GROUP INC35.5K shares28.58%2026-03-312026-04-30

KEY KEYCORP114.9K shares13.55%2026-03-312026-04-30

HD HOME DEPOT INC6.9K shares705.57%2026-03-312026-04-30

USB US BANCORP DEL43.6K shares14.32%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS3.8K shares-25.08%2026-03-312026-04-30

TNL TRAVEL PLUS LEISURE CO32.4K shares10.55%2026-03-312026-04-30

Sponsored

DFIV DIMENSIONAL ETF TRUST42.5K shares30.17%2026-03-312026-04-30

O REALTY INCOME CORP36.4K shares26.30%2026-03-312026-04-30

XEL XCEL ENERGY INC28.0K sharesnew addition2026-03-312026-04-30

EVSD MORGAN STANLEY ETF TRUST43.5K shares-24.51%2026-03-312026-04-30

VRP INVESCO EXCH TRADED FD TR II92.0K shares7.53%2026-03-312026-04-30

JBBB JANUS DETROIT STR TR47.3K shares16.89%2026-03-312026-04-30

KO COCA COLA CO28.8K sharesnew addition2026-03-312026-04-30

APLE APPLE HOSPITALITY REIT INC187.8K sharesnew addition2026-03-312026-04-30

Sponsored

ISPY PROSHARES TR49.8K sharesnew addition2026-03-312026-04-30

LXP INDUSTRIAL TRUST LXP INDUSTRIAL TRUST46.4K sharesnew addition2026-03-312026-04-30

IQQQ PROSHARES TR51.4K sharesnew addition2026-03-312026-04-30

STWD STARWOOD PPTY TR INC123.0K shares51.73%2026-03-312026-04-30

KORP AMERICAN CENTY ETF TR43.1K shares44.37%2026-03-312026-04-30

BNDI NEOS ETF TRUST42.3K sharesnew addition2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC7.4K sharesnew addition2026-03-312026-04-30

BSJS INVESCO EXCH TRD SLF IDX FD90.1K shares5.00%2026-03-312026-04-30

Sponsored

DFAS DIMENSIONAL ETF TRUST25.9K shares-17.23%2026-03-312026-04-30

RAAX VANECK ETF TRUST41.8K shares27.43%2026-03-312026-04-30

ICSH ISHARES TR33.5K shares-69.78%2026-03-312026-04-30

QGRO AMERICAN CENTY ETF TR16.0K shares-19.02%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON6.8K shares4.53%2026-03-312026-04-30

CNS COHEN & STEERS INC26.0K sharesnew addition2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS31.2K shares23.86%2026-03-312026-04-30

ALPHABET INC ALPHABET INC5.2K shares0.54%2026-03-312026-04-30

Sponsored

CSPF COHEN & STEERS ETF TRUST58.1K sharesnew addition2026-03-312026-04-30

JSI JANUS DETROIT STR TR28.8K shares-54.47%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF38.4K shares75.23%2026-03-312026-04-30

AVIG AMERICAN CENTY ETF TR35.4K shares5.32%2026-03-312026-04-30

AVDV AMERICAN CENTY ETF TR14.3K sharesnew addition2026-03-312026-04-30

SCHB SCHWAB STRATEGIC TR54.6K shares6.60%2026-03-312026-04-30

ALPS ETF TR ALPS ETF TR24.9K shares-59.15%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR2.2K shares-0.09%2026-03-312026-04-30

Sponsored

PULS PGIM ETF TR24.1K shares9.51%2026-03-312026-04-30

AVY AVERY DENNISON CORP6.9K sharesnew addition2026-03-312026-04-30

JANUS DETROIT STR TR JANUS DETROIT STR TR22.4K sharesnew addition2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC1.3K shares98.96%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS23.6K shares5.75%2026-03-312026-04-30

VTI VANGUARD INDEX FDS3.2K shares-0.43%2026-03-312026-04-30

SPY SPDR S&P 500 ETF TR1.5K shares-87.86%2026-03-312026-04-30

PFFA ETFIS SER TR I47.2K shares-82.05%2026-03-312026-04-30

Sponsored

VNLA JANUS DETROIT STR TR18.6K shares4.29%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC15.3K sharesnew addition2026-03-312026-04-30

AIQ GLOBAL X FDS18.3K sharesnew addition2026-03-312026-04-30

NLR VANECK ETF TRUST6.2K sharesnew addition2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares-10.65%2026-03-312026-04-30

SRLN SSGA ACTIVE ETF TR16.9K shares-95.48%2026-03-312026-04-30

IEF ISHARES TR6.3K shares21.51%2026-03-312026-04-30

SCHZ SCHWAB STRATEGIC TR22.9K shares12.97%2026-03-312026-04-30

Sponsored

WMT WALMART INC4.1K shares-6.37%2026-03-312026-04-30

HELO J P MORGAN EXCHANGE TRADED F7.9K shares-93.18%2026-03-312026-04-30

V VISA INC1.6K shares-3.99%2026-03-312026-04-30

ET ENERGY TRANSFER L P21.1K shares-12.37%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR12.8K shares0.00%2026-03-312026-04-30

IEFA ISHARES TR4.2K shares-0.50%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC1.8K shares2.80%2026-03-312026-04-30

SF STIFEL FINL CORP4.5K sharesnew addition2026-03-312026-04-30

Sponsored

BUFR FIRST TR EXCHNG TRADED FD VI9.7K shares-50.00%2026-03-312026-04-30

TSLA TESLA INC874 shares-4.27%2026-03-312026-04-30

VUG VANGUARD INDEX FDS734 shares4.56%2026-03-312026-04-30

USFR WISDOMTREE TR6.2K shares-76.86%2026-03-312026-04-30

JEPQ J P MORGAN EXCHANGE TRADED F5.6K shares6.31%2026-03-312026-04-30

BSCS INVESCO EXCH TRD SLF IDX FD15.1K shares-8.82%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC6.0K shares-86.71%2026-03-312026-04-30

IWF ISHARES TR699 shares0.00%2026-03-312026-04-30

Sponsored

COP CONOCOPHILLIPS2.2K shares-3.29%2026-03-312026-04-30

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-30

VO VANGUARD INDEX FDS1.0K shares-3.31%2026-03-312026-04-30

DAR DARLING INGREDIENTS INC4.5K sharesnew addition2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC1.7K shares-47.95%2026-03-312026-04-30

BRO BROWN & BROWN INC4.1K shares-2.43%2026-03-312026-04-30

VXUS VANGUARD STAR FDS3.5K sharesnew addition2026-03-312026-04-30

SPYM SPDR SERIES TRUST3.5K sharesnew addition2026-03-312026-04-30

Sponsored

ADBE ADOBE INC1.1K sharesnew addition2026-03-312026-04-30

SLB SLB LIMITED5.0K sharesnew addition2026-03-312026-04-30

TMUS T-MOBILE US INC1.2K sharesnew addition2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR9.8K shares4.88%2026-03-312026-04-30

SO SOUTHERN CO2.4K shares0.46%2026-03-312026-04-30

DELL DELL TECHNOLOGIES INC1.4K shares-84.69%2026-03-312026-04-30

ITOT ISHARES TR1.6K shares0.00%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP373 shares-91.14%2026-03-312026-04-30

Sponsored

META META PLATFORMS INC386 shares-96.36%2026-03-312026-04-30

QYLD GLOBAL X FDS12.7K shares-94.54%2026-03-312026-04-30

CTOS CUSTOM TRUCK ONE SOURCE INC33.2K sharesnew addition2026-03-312026-04-30

ABBV ABBVIE INC993 shares-86.14%2026-03-312026-04-30

JCPI J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-03-312026-04-30

GLD SPDR GOLD TR493 sharesnew addition2026-03-312026-04-30

IVV ISHARES TR321 sharesnew addition2026-03-312026-04-30

PSQH PSQ HOLDINGS INC115.8K shares0.00%2026-03-312026-04-30

Sponsored

BEEP MOBILE INFRASTRUCTURE CORP17.3K shares0.00%2026-03-312026-04-30

CUE CUE BIOPHARMA INC19.0K shares0.00%2026-03-312026-04-30

JBND

J P MORGAN EXCHANGE TRADED F

New

Shares253.5K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-11.08%

Shares76.9K

Event2026-03-31

Filed2026-04-30

AVSC

AMERICAN CENTY ETF TR

6.71%

Shares201.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

104.66%

Shares28.6K

Event2026-03-31

Filed2026-04-30

QQQM

INVESCO EXCH TRADED FD TR II

15.51%

Shares44.4K

Event2026-03-31

Filed2026-04-30

XMHQ

INVESCO EXCHANGE TRADED FD T

5.49%

Shares100.9K

Event2026-03-31

Filed2026-04-30

MTBA

SIMPLIFY EXCHANGE TRADED FUN

169.40%

Shares195.4K

Event2026-03-31

Filed2026-04-30

SPHQ

INVESCO EXCHANGE TRADED FD T

-6.84%

Shares126.9K

Event2026-03-31

Filed2026-04-30

JIII

JANUS DETROIT STR TR

177.25%

Shares191.6K

Event2026-03-31

Filed2026-04-30

TLTW

ISHARES TR

-36.54%

Shares415.6K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

59.96%

Shares42.3K

Event2026-03-31

Filed2026-04-30

SJNK

SPDR SERIES TRUST

47.80%

Shares352.0K

Event2026-03-31

Filed2026-04-30

BKLN

INVESCO EXCH TRADED FD TR II

220.71%

Shares430.2K

Event2026-03-31

Filed2026-04-30

PIT

VANECK ETF TRUST

4.92%

Shares121.3K

Event2026-03-31

Filed2026-04-30

AGGH

SIMPLIFY EXCHANGE TRADED FUN

223.69%

Shares423.1K

Event2026-03-31

Filed2026-04-30

BKR

BAKER HUGHES COMPANY

-0.84%

Shares138.4K

Event2026-03-31

Filed2026-04-30

RSPA

INVESCO ACTIVELY MANAGED EXC

165.98%

Shares167.7K

Event2026-03-31

Filed2026-04-30

EFAA

INVESCO ACTIVELY MANAGED EXC

118.01%

Shares157.9K

Event2026-03-31

Filed2026-04-30

MLPA

GLOBAL X FDS

New

Shares154.0K

Event2026-03-31

Filed2026-04-30

KNG

FIRST TR EXCHANGE-TRADED FD

259.28%

Shares168.9K

Event2026-03-31

Filed2026-04-30

IHE

ISHARES TR

74.41%

Shares93.1K

Event2026-03-31

Filed2026-04-30

SHLD

GLOBAL X FDS

1.23%

Shares110.2K

Event2026-03-31

Filed2026-04-30

SPYI

NEOS ETF TRUST

16.74%

Shares158.1K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

3889.98%

Shares25.1K

Event2026-03-31

Filed2026-04-30

NRG

NRG ENERGY INC

85.75%

Shares52.3K

Event2026-03-31

Filed2026-04-30

ROKU

ROKU INC

New

Shares80.6K

Event2026-03-31

Filed2026-04-30

GEV

GE VERNOVA INC

-8.59%

Shares8.7K

Event2026-03-31

Filed2026-04-30

CDNS

CADENCE DESIGN SYSTEM INC

New

Shares26.8K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO.

20.62%

Shares25.0K

Event2026-03-31

Filed2026-04-30

LAM RESEARCH CORP

New

Shares33.8K

Event2026-03-31

Filed2026-04-30

CRDO

CREDO TECHNOLOGY GROUP HOLDI

New

Shares75.0K

Event2026-03-31

Filed2026-04-30

APP

APPLOVIN CORP

New

Shares17.6K

Event2026-03-31

Filed2026-04-30

JPHY

J P MORGAN EXCHANGE TRADED F

175.38%

Shares137.8K

Event2026-03-31

Filed2026-04-30

CDX

SIMPLIFY EXCHANGE TRADED FUN

220.74%

Shares316.3K

Event2026-03-31

Filed2026-04-30

QQA

INVESCO ACTIVELY MANAGED EXC

82.41%

Shares135.2K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

11.21%

Shares38.6K

Event2026-03-31

Filed2026-04-30

SBAR

SIMPLIFY EXCHANGE TRADED FUN

179.39%

Shares271.4K

Event2026-03-31

Filed2026-04-30

QQQI

NEOS ETF TRUST

420.86%

Shares133.0K

Event2026-03-31

Filed2026-04-30

IYRI

NEOS ETF TRUST

394.06%

Shares138.7K

Event2026-03-31

Filed2026-04-30

GPIQ

GOLDMAN SACHS ETF TR

280.97%

Shares119.2K

Event2026-03-31

Filed2026-04-30

STRL

STERLING INFRASTRUCTURE INC

-8.54%

Shares14.3K

Event2026-03-31

Filed2026-04-30

JEPI

J P MORGAN EXCHANGE TRADED F

28.60%

Shares97.9K

Event2026-03-31

Filed2026-04-30

FEDERAL RLTY INVT TR NEW

6.41%

Shares51.5K

Event2026-03-31

Filed2026-04-30

MOD

MODINE MFG CO

New

Shares25.1K

Event2026-03-31

Filed2026-04-30

LHX

L3HARRIS TECHNOLOGIES INC

-5.64%

Shares15.5K

Event2026-03-31

Filed2026-04-30

NFLX

NETFLIX INC

New

Shares55.2K

Event2026-03-31

Filed2026-04-30

FTAI AVIATION LTD

-20.12%

Shares21.6K

Event2026-03-31

Filed2026-04-30

PAAA

PGIM ETF TR

34.43%

Shares101.0K

Event2026-03-31

Filed2026-04-30

FTGC

FIRST TR EXCHANGE TRAD FD VI

New

Shares177.4K

Event2026-03-31

Filed2026-04-30

RITM

RITHM CAPITAL CORP

New

Shares522.5K

Event2026-03-31

Filed2026-04-30

GE AEROSPACE

7.41%

Shares17.0K

Event2026-03-31

Filed2026-04-30

MICRON TECHNOLOGY INC

170.55%

Shares14.1K

Event2026-03-31

Filed2026-04-30

NOW

SERVICENOW INC

New

Shares45.4K

Event2026-03-31

Filed2026-04-30

MTZ

MASTEC INC

-19.11%

Shares14.2K

Event2026-03-31

Filed2026-04-30

ANNALY CAPITAL MANAGEMENT IN

New

Shares216.3K

Event2026-03-31

Filed2026-04-30

IWMI

NEOS ETF TRUST

New

Shares93.1K

Event2026-03-31

Filed2026-04-30

JPST

J P MORGAN EXCHANGE TRADED F

95.70%

Shares86.1K

Event2026-03-31

Filed2026-04-30

CITIGROUP INC

New

Shares38.4K

Event2026-03-31

Filed2026-04-30

VRT

VERTIV HOLDINGS CO

-23.19%

Shares16.9K

Event2026-03-31

Filed2026-04-30

SDSI

AMERICAN CENTY ETF TR

-1.70%

Shares81.6K

Event2026-03-31

Filed2026-04-30

ORLY

OREILLY AUTOMOTIVE INC

-0.54%

Shares40.1K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-5.10%

Shares13.3K

Event2026-03-31

Filed2026-04-30

LRN

STRIDE INC

New

Shares32.7K

Event2026-03-31

Filed2026-04-30

CRS

CARPENTER TECHNOLOGY CORP

New

Shares7.3K

Event2026-03-31

Filed2026-04-30

AMKR

AMKOR TECHNOLOGY INC

New

Shares62.8K

Event2026-03-31

Filed2026-04-30

GLPI

GAMING & LEISURE PPTYS INC

-21.14%

Shares63.0K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORP NEW

10.70%

Shares13.5K

Event2026-03-31

Filed2026-04-30

FCFS

FIRSTCASH HOLDINGS INC

New

Shares14.8K

Event2026-03-31

Filed2026-04-30

JPIE

J P MORGAN EXCHANGE TRADED F

3.73%

Shares59.1K

Event2026-03-31

Filed2026-04-30

AVEM

AMERICAN CENTY ETF TR

8.79%

Shares33.5K

Event2026-03-31

Filed2026-04-30

APG

API GROUP CORP

New

Shares66.5K

Event2026-03-31

Filed2026-04-30

MPWR

MONOLITHIC PWR SYS INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-30

AVUS

AMERICAN CENTY ETF TR

-14.90%

Shares24.0K

Event2026-03-31

Filed2026-04-30

MCK

MCKESSON CORP

New

Shares2.9K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TR

New

Shares28.5K

Event2026-03-31

Filed2026-04-30

SPHY

SPDR SERIES TRUST

40.79%

Shares105.7K

Event2026-03-31

Filed2026-04-30

VSEC

VSE CORP

New

Shares13.3K

Event2026-03-31

Filed2026-04-30

JMBS

JANUS DETROIT STR TR

3.24%

Shares54.1K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

New

Shares20.3K

Event2026-03-31

Filed2026-04-30

VRIG

INVESCO ACTIVELY MANAGED EXC

-11.03%

Shares94.1K

Event2026-03-31

Filed2026-04-30

TFC

TRUIST FINL CORP

20.13%

Shares51.2K

Event2026-03-31

Filed2026-04-30

EVRG

EVERGY INC

15.87%

Shares28.6K

Event2026-03-31

Filed2026-04-30

ALTRIA GROUP INC

28.58%

Shares35.5K

Event2026-03-31

Filed2026-04-30

KEY

KEYCORP

13.55%

Shares114.9K

Event2026-03-31

Filed2026-04-30

HOME DEPOT INC

705.57%

Shares6.9K

Event2026-03-31

Filed2026-04-30

USB

US BANCORP DEL

14.32%

Shares43.6K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-25.08%

Shares3.8K

Event2026-03-31

Filed2026-04-30

TNL

TRAVEL PLUS LEISURE CO

10.55%

Shares32.4K

Event2026-03-31

Filed2026-04-30

DFIV

DIMENSIONAL ETF TRUST

30.17%

Shares42.5K

Event2026-03-31

Filed2026-04-30

REALTY INCOME CORP

26.30%

Shares36.4K

Event2026-03-31

Filed2026-04-30

XEL

XCEL ENERGY INC

New

Shares28.0K

Event2026-03-31

Filed2026-04-30

EVSD

MORGAN STANLEY ETF TRUST

-24.51%

Shares43.5K

Event2026-03-31

Filed2026-04-30

VRP

INVESCO EXCH TRADED FD TR II

7.53%

Shares92.0K

Event2026-03-31

Filed2026-04-30

JBBB

JANUS DETROIT STR TR

16.89%

Shares47.3K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

New

Shares28.8K

Event2026-03-31

Filed2026-04-30

APLE

APPLE HOSPITALITY REIT INC

New

Shares187.8K

Event2026-03-31

Filed2026-04-30

ISPY

PROSHARES TR

New

Shares49.8K

Event2026-03-31

Filed2026-04-30

LXP INDUSTRIAL TRUST

New

Shares46.4K

Event2026-03-31

Filed2026-04-30

IQQQ

PROSHARES TR

New

Shares51.4K

Event2026-03-31

Filed2026-04-30

STWD

STARWOOD PPTY TR INC

51.73%

Shares123.0K

Event2026-03-31

Filed2026-04-30

KORP

AMERICAN CENTY ETF TR

44.37%

Shares43.1K

Event2026-03-31

Filed2026-04-30

BNDI

NEOS ETF TRUST

New

Shares42.3K

Event2026-03-31

Filed2026-04-30

UNH

UNITEDHEALTH GROUP INC

New

Shares7.4K

Event2026-03-31

Filed2026-04-30

BSJS

INVESCO EXCH TRD SLF IDX FD

5.00%

Shares90.1K

Event2026-03-31

Filed2026-04-30

DFAS

DIMENSIONAL ETF TRUST

-17.23%

Shares25.9K

Event2026-03-31

Filed2026-04-30

RAAX

VANECK ETF TRUST

27.43%

Shares41.8K

Event2026-03-31

Filed2026-04-30

ICSH

ISHARES TR

-69.78%

Shares33.5K

Event2026-03-31

Filed2026-04-30

QGRO

AMERICAN CENTY ETF TR

-19.02%

Shares16.0K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

4.53%

Shares6.8K

Event2026-03-31

Filed2026-04-30

CNS

COHEN & STEERS INC

New

Shares26.0K

Event2026-03-31

Filed2026-04-30

BNDX

VANGUARD CHARLOTTE FDS

23.86%

Shares31.2K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.54%

Shares5.2K

Event2026-03-31

Filed2026-04-30

CSPF

COHEN & STEERS ETF TRUST

New

Shares58.1K

Event2026-03-31

Filed2026-04-30

JSI

JANUS DETROIT STR TR

-54.47%

Shares28.8K

Event2026-03-31

Filed2026-04-30

IBIT

ISHARES BITCOIN TRUST ETF

75.23%

Shares38.4K

Event2026-03-31

Filed2026-04-30

AVIG

AMERICAN CENTY ETF TR

5.32%

Shares35.4K

Event2026-03-31

Filed2026-04-30

AVDV

AMERICAN CENTY ETF TR

New

Shares14.3K

Event2026-03-31

Filed2026-04-30

SCHB

SCHWAB STRATEGIC TR

6.60%

Shares54.6K

Event2026-03-31

Filed2026-04-30

ALPS ETF TR

-59.15%

Shares24.9K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

-0.09%

Shares2.2K

Event2026-03-31

Filed2026-04-30

PULS

PGIM ETF TR

9.51%

Shares24.1K

Event2026-03-31

Filed2026-04-30

AVY

AVERY DENNISON CORP

New

Shares6.9K

Event2026-03-31

Filed2026-04-30

JANUS DETROIT STR TR

New

Shares22.4K

Event2026-03-31

Filed2026-04-30

GOLDMAN SACHS GROUP INC

98.96%

Shares1.3K

Event2026-03-31

Filed2026-04-30

SPDW

SPDR INDEX SHS FDS

5.75%

Shares23.6K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

-0.43%

Shares3.2K

Event2026-03-31

Filed2026-04-30

SPY

SPDR S&P 500 ETF TR

-87.86%

Shares1.5K

Event2026-03-31

Filed2026-04-30

PFFA

ETFIS SER TR I

-82.05%

Shares47.2K

Event2026-03-31

Filed2026-04-30

VNLA

JANUS DETROIT STR TR

4.29%

Shares18.6K

Event2026-03-31

Filed2026-04-30

MDLZ

MONDELEZ INTL INC

New

Shares15.3K

Event2026-03-31

Filed2026-04-30

AIQ

GLOBAL X FDS

New

Shares18.3K

Event2026-03-31

Filed2026-04-30

NLR

VANECK ETF TRUST

New

Shares6.2K

Event2026-03-31

Filed2026-04-30

BERKSHIRE HATHAWAY INC DEL

-10.65%

Shares1.5K

Event2026-03-31

Filed2026-04-30

SRLN

SSGA ACTIVE ETF TR

-95.48%

Shares16.9K

Event2026-03-31

Filed2026-04-30

IEF

ISHARES TR

21.51%

Shares6.3K

Event2026-03-31

Filed2026-04-30

SCHZ

SCHWAB STRATEGIC TR

12.97%

Shares22.9K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-6.37%

Shares4.1K

Event2026-03-31

Filed2026-04-30

HELO

J P MORGAN EXCHANGE TRADED F

-93.18%

Shares7.9K

Event2026-03-31

Filed2026-04-30

VISA INC

-3.99%

Shares1.6K

Event2026-03-31

Filed2026-04-30

ENERGY TRANSFER L P

-12.37%

Shares21.1K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares12.8K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

-0.50%

Shares4.2K

Event2026-03-31

Filed2026-04-30

AMD

ADVANCED MICRO DEVICES INC

2.80%

Shares1.8K

Event2026-03-31

Filed2026-04-30

STIFEL FINL CORP

New

Shares4.5K

Event2026-03-31

Filed2026-04-30

BUFR

FIRST TR EXCHNG TRADED FD VI

-50.00%

Shares9.7K

Event2026-03-31

Filed2026-04-30

TSLA

TESLA INC

-4.27%

Shares874

Event2026-03-31

Filed2026-04-30

VUG

VANGUARD INDEX FDS

4.56%

Shares734

Event2026-03-31

Filed2026-04-30

USFR

WISDOMTREE TR

-76.86%

Shares6.2K

Event2026-03-31

Filed2026-04-30

JEPQ

J P MORGAN EXCHANGE TRADED F

6.31%

Shares5.6K

Event2026-03-31

Filed2026-04-30

BSCS

INVESCO EXCH TRD SLF IDX FD

-8.82%

Shares15.1K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

-86.71%

Shares6.0K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

0.00%

Shares699

Event2026-03-31

Filed2026-04-30

COP

CONOCOPHILLIPS

-3.29%

Shares2.2K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

-3.31%

Shares1.0K

Event2026-03-31

Filed2026-04-30

DAR

DARLING INGREDIENTS INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-30

PANW

PALO ALTO NETWORKS INC

-47.95%

Shares1.7K

Event2026-03-31

Filed2026-04-30

BRO

BROWN & BROWN INC

-2.43%

Shares4.1K

Event2026-03-31

Filed2026-04-30

VXUS

VANGUARD STAR FDS

New

Shares3.5K

Event2026-03-31

Filed2026-04-30

SPYM

SPDR SERIES TRUST

New

Shares3.5K

Event2026-03-31

Filed2026-04-30

ADBE

ADOBE INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-30

SLB

SLB LIMITED

New

Shares5.0K

Event2026-03-31

Filed2026-04-30

TMUS

T-MOBILE US INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-30

SCHF

SCHWAB STRATEGIC TR

4.88%

Shares9.8K

Event2026-03-31

Filed2026-04-30

SOUTHERN CO

0.46%

Shares2.4K

Event2026-03-31

Filed2026-04-30

DELL

DELL TECHNOLOGIES INC

-84.69%

Shares1.4K

Event2026-03-31

Filed2026-04-30

ITOT

ISHARES TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

-91.14%

Shares373

Event2026-03-31

Filed2026-04-30