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The Analysis of Quest 10 Wealth Builders, Inc.'s Holdings & P&L

Currently, Quest 10 Wealth Builders, Inc. holds 763 types of securities in its portfolio with a total value $114.1M. In the most recent quarter, they have increased their positions in N/A (+83.9K shares, valued at $2.0M), N/A (+60.8K shares, valued at $1.5M), VGIT (+7.5K shares, valued at $447.4K); decreased their positions in VGSH (-13.8K shares, valued at $809.3K), QBER (-18.9K shares, valued at $455.7K), ICLO (-15.9K shares, valued at $406.1K); initiated new positions in N/A (+83.9K shares, valued at $2.0M), N/A (+60.8K shares, valued at $1.5M), AUGZ (+5.2K shares, valued at $211.5K).

1M P&L

+2.2M+2.28%

3M P&L

-21.1M-17.51%

HY P&L

-17.6M-15.04%

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/A84.1M

85.0%

2Semiconductors1.8M

1.8%

3Software - Infrastructure1.1M

1.1%

Top Industries by Stock Count

1N/A357 stocks

50.8%

2Utilities - Regulated Electric19 stocks

2.7%

3Semiconductors16 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS11.4K shares-3.40%2026-03-312026-05-06

IVV ISHARES TR7.6K shares0.75%2026-03-312026-05-06

VUG VANGUARD INDEX FDS9.8K shares-0.54%2026-03-312026-05-06

VTV VANGUARD INDEX FDS20.4K shares-0.36%2026-03-312026-05-06

IWY ISHARES TR13.5K shares6.32%2026-03-312026-05-06

IYW ISHARES TR18.1K shares1.42%2026-03-312026-05-06

GLD SPDR GOLD TR7.3K shares-1.22%2026-03-312026-05-06

SCEC CAPITOL SER TR117.1K shares-3.47%2026-03-312026-05-06

Sponsored

IJR ISHARES TR21.6K shares0.62%2026-03-312026-05-06

IWX ISHARES TR22.1K shares2.71%2026-03-312026-05-06

IYH ISHARES TR32.2K shares0.22%2026-03-312026-05-06

STERLING CAP FDS STERLING CAP FDS83.9K sharesnew addition2026-03-312026-05-06

DGRO ISHARES TR28.1K shares1.93%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR3.0K shares2.31%2026-03-312026-05-06

DECU AIM ETF PRODUCTS TRUST60.8K shares1.74%2026-03-312026-05-06

SIXO AIM ETF PRODUCTS TRUST45.3K shares0.98%2026-03-312026-05-06

Sponsored

STERLING CAP FDS STERLING CAP FDS60.8K sharesnew addition2026-03-312026-05-06

IEMG ISHARES INC20.5K shares-2.86%2026-03-312026-05-06

SPYM SPDR SERIES TRUST18.2K shares5.36%2026-03-312026-05-06

IXUS ISHARES TR15.0K shares-0.77%2026-03-312026-05-06

VTI VANGUARD INDEX FDS3.9K shares-1.16%2026-03-312026-05-06

XLP SELECT SECTOR SPDR TR15.3K shares1.30%2026-03-312026-05-06

NVDA NVIDIA CORPORATION7.0K shares16.05%2026-03-312026-05-06

MINT PIMCO ETF TR12.1K shares0.53%2026-03-312026-05-06

Sponsored

EFV ISHARES TR16.1K shares0.17%2026-03-312026-05-06

PMAY INNOVATOR ETFS TRUST27.4K shares0.00%2026-03-312026-05-06

AGG ISHARES TR10.9K shares-8.34%2026-03-312026-05-06

IWS ISHARES TR7.4K shares1.29%2026-03-312026-05-06

USRT ISHARES TR17.5K shares1.84%2026-03-312026-05-06

EFG ISHARES TR9.3K shares0.64%2026-03-312026-05-06

AAPL APPLE INC4.0K shares61.92%2026-03-312026-05-06

DECT AIM ETF PRODUCTS TRUST28.6K shares1.48%2026-03-312026-05-06

Sponsored

AMZN AMAZON COM INC4.6K shares18.15%2026-03-312026-05-06

MSFT MICROSOFT CORP2.4K shares69.86%2026-03-312026-05-06

SEPT AIM ETF PRODUCTS TRUST25.2K shares2.03%2026-03-312026-05-06

PAPR INNOVATOR ETFS TRUST21.7K shares-1.50%2026-03-312026-05-06

PJUN INNOVATOR ETFS TRUST18.0K shares0.00%2026-03-312026-05-06

GLDM WORLD GOLD TR8.1K shares-12.26%2026-03-312026-05-06

ONEZ ELEVATION SERIES TRUST28.7K shares3.65%2026-03-312026-05-06

IDEV ISHARES TR8.4K shares-4.26%2026-03-312026-05-06

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares-1.35%2026-03-312026-05-06

PSEP INNOVATOR ETFS TRUST15.3K shares0.00%2026-03-312026-05-06

DVY ISHARES TR4.3K shares0.00%2026-03-312026-05-06

PDEC INNOVATOR ETFS TRUST15.2K shares-10.90%2026-03-312026-05-06

PAUG INNOVATOR ETFS TRUST15.0K shares0.00%2026-03-312026-05-06

PJUL INNOVATOR ETFS TRUST13.5K shares-2.14%2026-03-312026-05-06

VB VANGUARD INDEX FDS2.3K shares-0.35%2026-03-312026-05-06

PMAR INNOVATOR ETFS TRUST13.2K shares-3.13%2026-03-312026-05-06

Sponsored

AGEM ABRDN FDS14.5K shares-3.10%2026-03-312026-05-06

VNLA JANUS DETROIT STR TR11.8K shares47.98%2026-03-312026-05-06

JULU AIM ETF PRODUCTS TRUST19.8K shares1.83%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON2.3K shares93.26%2026-03-312026-05-06

VTWO VANGUARD SCOTTSDALE FDS5.5K shares2.12%2026-03-312026-05-06

TIP ISHARES TR4.9K shares-0.40%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T822 shares-3.07%2026-03-312026-05-06

GSEP FIRST TR EXCHNG TRADED FD VI13.4K shares-3.36%2026-03-312026-05-06

Sponsored

SEPZ ELEVATION SERIES TRUST12.2K shares1.91%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS10.8K shares2.01%2026-03-312026-05-06

ALPHABET INC ALPHABET INC1.7K shares18.29%2026-03-312026-05-06

POCT INNOVATOR ETFS TRUST10.9K shares-5.60%2026-03-312026-05-06

IWF ISHARES TR1.1K shares3.04%2026-03-312026-05-06

VGIT VANGUARD SCOTTSDALE FDS7.8K shares2889.62%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS3.1K shares-44.24%2026-03-312026-05-06

PNOV INNOVATOR ETFS TRUST10.3K shares-16.84%2026-03-312026-05-06

Sponsored

OCTW AIM ETF PRODUCTS TRUST10.6K shares-4.92%2026-03-312026-05-06

FGD FIRST TR EXCHANGE-TRADED FD12.8K shares-25.12%2026-03-312026-05-06

WDIV SPDR INDEX SHS FDS5.2K shares-24.58%2026-03-312026-05-06

CVX CHEVRON CORPORATION1.8K shares7.39%2026-03-312026-05-06

SEPW AIM ETF PRODUCTS TRUST11.3K shares-4.18%2026-03-312026-05-06

SPAB SPDR SERIES TRUST13.1K shares13.58%2026-03-312026-05-06

BROADCOM INC BROADCOM INC1.0K shares27.32%2026-03-312026-05-06

SIXZ AIM ETF PRODUCTS TRUST10.9K shares2.77%2026-03-312026-05-06

Sponsored

IWP ISHARES TR2.5K shares31.01%2026-03-312026-05-06

VGSH VANGUARD SCOTTSDALE FDS5.1K shares-73.14%2026-03-312026-05-06

XOM EXXON MOBIL CORP1.7K shares10.21%2026-03-312026-05-06

ABBV ABBVIE INC1.4K shares5.21%2026-03-312026-05-06

CVS CVS HEALTH CORP3.9K shares-0.36%2026-03-312026-05-06

SPSM SPDR SERIES TRUST5.8K shares-0.26%2026-03-312026-05-06

QBER ELEVATION SERIES TRUST11.5K shares-62.14%2026-03-312026-05-06

HYG ISHARES TR3.5K shares-2.81%2026-03-312026-05-06

Sponsored

DIA STATE STR SPDR DOW JONES IND593 shares-0.34%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS4.3K shares0.00%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO894 shares12.59%2026-03-312026-05-06

SPXC SPX TECHNOLOGIES INC1.3K shares0.00%2026-03-312026-05-06

FNB F N B CORP14.8K shares0.00%2026-03-312026-05-06

BILZ PIMCO ETF TR2.4K shares-43.20%2026-03-312026-05-06

IVW ISHARES TR2.1K shares-6.89%2026-03-312026-05-06

ELEVATION SERIES TRUST ELEVATION SERIES TRUST6.2K shares1.70%2026-03-312026-05-06

Sponsored

WMT WALMART INC1.8K shares12.77%2026-03-312026-05-06

ZTS ZOETIS INC1.8K shares-4.25%2026-03-312026-05-06

AUGZ ELEVATION SERIES TRUST5.2K sharesnew addition2026-03-312026-05-06

VGT VANGUARD WORLD FD300 shares0.00%2026-03-312026-05-06

VGLT VANGUARD SCOTTSDALE FDS3.8K shares-4.45%2026-03-312026-05-06

NEAR ISHARES U S ETF TR4.1K shares0.00%2026-03-312026-05-06

OCTZ ELEVATION SERIES TRUST5.0K shares930.99%2026-03-312026-05-06

JANW AIM ETF PRODUCTS TRUST5.5K shares-2.69%2026-03-312026-05-06

Sponsored

AMD ADVANCED MICRO DEVICES INC974 shares-24.50%2026-03-312026-05-06

TLT ISHARES TR2.3K shares-0.96%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION198 shares10.00%2026-03-312026-05-06

ITOT ISHARES TR1.4K shares-1.53%2026-03-312026-05-06

MO ALTRIA GROUP INC2.9K shares-0.31%2026-03-312026-05-06

PFEB INNOVATOR ETFS TRUST4.5K shares-3.94%2026-03-312026-05-06

META META PLATFORMS INC307 shares58.25%2026-03-312026-05-06

SHV ISHARES TR1.6K shares1194.21%2026-03-312026-05-06

Sponsored

DYNF BLACKROCK ETF TRUST2.9K shares-7.58%2026-03-312026-05-06

PJAN INNOVATOR ETFS TRUST3.7K shares-14.76%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC3.4K shares-1.98%2026-03-312026-05-06

FEX FIRST TR EXCHANGE-TRADED ALP1.4K shares-0.86%2026-03-312026-05-06

TUA SIMPLIFY EXCHANGE TRADED FUN7.9K shares-0.68%2026-03-312026-05-06

EDIV SPDR INDEX SHS FDS4.1K shares-34.08%2026-03-312026-05-06

FBTC FIDELITY WISE ORIGIN BITCOIN2.7K shares-5.70%2026-03-312026-05-06

IYE ISHARES TR2.5K shares-6.94%2026-03-312026-05-06

Sponsored

MUB ISHARES TR1.5K shares-5.00%2026-03-312026-05-06

DECW AIM ETF PRODUCTS TRUST4.7K shares-2.87%2026-03-312026-05-06

IYF ISHARES TR1.3K shares-0.31%2026-03-312026-05-06

IVE ISHARES TR725 shares-9.60%2026-03-312026-05-06

JULW AIM ETF PRODUCTS TRUST3.7K shares-3.23%2026-03-312026-05-06

ELEVATION SERIES TRUST ELEVATION SERIES TRUST6.5K sharesnew addition2026-03-312026-05-06

IAUM ISHARES GOLD TR3.0K shares-9.39%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR1.5K shares-1.85%2026-03-312026-05-06

Sponsored

CORO BLACKROCK ETF TRUST4.2K sharesnew addition2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP628 shares10.76%2026-03-312026-05-06

IUSB ISHARES TR2.9K shares2.77%2026-03-312026-05-06

TSLA TESLA INC356 shares12.66%2026-03-312026-05-06

DECZ ELEVATION SERIES TRUST3.4K shares0.83%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP206 shares-0.96%2026-03-312026-05-06

FDVV FIDELITY COVINGTON TRUST2.2K shares8.00%2026-03-312026-05-06

QUAL ISHARES TR619 shares-17.58%2026-03-312026-05-06

Sponsored

V VISA INC388 shares17.93%2026-03-312026-05-06

VO VANGUARD INDEX FDS387 shares-1.02%2026-03-312026-05-06

SO SOUTHERN CO1.1K shares-8.22%2026-03-312026-05-06

T AT&T INC3.7K shares0.74%2026-03-312026-05-06

CAT CATERPILLAR INC149 shares0.00%2026-03-312026-05-06

VOT VANGUARD INDEX FDS405 shares-0.74%2026-03-312026-05-06

LLY ELI LILLY & CO111 shares35.37%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC614 shares26.34%2026-03-312026-05-06

Sponsored

DHI D R HORTON INC738 shares0.00%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL211 shares36.13%2026-03-312026-05-06

VT VANGUARD INTL EQUITY INDEX F721 shares-0.41%2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC478 shares-0.21%2026-03-312026-05-06

ICLO INVESCO ACTIVELY MANAGED EXC3.9K shares-80.36%2026-03-312026-05-06

SCHP SCHWAB STRATEGIC TR3.7K shares5728.13%2026-03-312026-05-06

MCK MCKESSON CORP112 shares2.75%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR1.6K shares-0.06%2026-03-312026-05-06

Sponsored

STERLING CAP FDS STERLING CAP FDS3.8K sharesnew addition2026-03-312026-05-06

SEPU AIM ETF PRODUCTS TRUST3.3K sharesnew addition2026-03-312026-05-06

MU MICRON TECHNOLOGY INC269 shares427.45%2026-03-312026-05-06

IYY ISHARES TR573 shares0.00%2026-03-312026-05-06

ED CONSOLIDATED EDISON INC788 shares0.00%2026-03-312026-05-06

INTC INTEL CORP2.0K shares0.00%2026-03-312026-05-06

IBKR INTERACTIVE BROKERS GROUP IN1.3K shares0.00%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC768 shares22.10%2026-03-312026-05-06

Sponsored

ORCL ORACLE CORP573 shares214.84%2026-03-312026-05-06

GOVT ISHARES TR3.6K shares372.95%2026-03-312026-05-06

VLO VALERO ENERGY CORP337 shares17.42%2026-03-312026-05-06

ALPHABET INC ALPHABET INC287 shares103.55%2026-03-312026-05-06

DIV GLOBAL X FDS4.3K shares-79.53%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO268 shares-0.74%2026-03-312026-05-06

NVBU AIM ETF PRODUCTS TRUST2.9K shares2.94%2026-03-312026-05-06

FV FIRST TR EXCHANGE TRADED FD1.3K shares-0.15%2026-03-312026-05-06

Sponsored

OCTU AIM ETF PRODUCTS TRUST2.9K shares3.01%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS1.7K shares5.51%2026-03-312026-05-06

MTUM ISHARES TR332 shares-4.87%2026-03-312026-05-06

KO COCA COLA CO1.0K shares-0.59%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC198 shares0.00%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP257 shares-9.51%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC613 shares-9.85%2026-03-312026-05-06

FTCB FIRST TR EXCHANGE-TRADED FD3.5K shares-6.50%2026-03-312026-05-06

Sponsored

IYK ISHARES TR1.0K shares0.00%2026-03-312026-05-06

CSCO CISCO SYS INC921 shares91.08%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS292 shares2.10%2026-03-312026-05-06

SPTM SPDR SERIES TRUST893 shares-1.11%2026-03-312026-05-06

VBR VANGUARD INDEX FDS318 shares0.00%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP577 shares13.58%2026-03-312026-05-06

IUSG ISHARES TR440 shares0.00%2026-03-312026-05-06

BAC BANK AMERICA CORP1.4K shares29.62%2026-03-312026-05-06

Sponsored

GE AEROSPACE GE AEROSPACE235 shares19.90%2026-03-312026-05-06

WFC WELLS FARGO & CO825 shares5.50%2026-03-312026-05-06

PPL PPL CORP1.7K shares-0.41%2026-03-312026-05-06

VFLO VICTORY PORTFOLIOS II1.6K shares17.91%2026-03-312026-05-06

MA MASTERCARD INCORPORATED126 shares57.50%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR451 shares-12.09%2026-03-312026-05-06

KMB KIMBERLY-CLARK CORP620 shares-4.91%2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR2.4K shares-36.96%2026-03-312026-05-06

Sponsored

MCD MCDONALDS CORP190 shares13.10%2026-03-312026-05-06

LDUR PIMCO ETF TR615 shares3.71%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST1.8K shares1.08%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC170 shares415.15%2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL146 shares-25.51%2026-03-312026-05-06

EIX EDISON INTL777 shares-0.77%2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC428 shares15.99%2026-03-312026-05-06

Sponsored

XLSR SSGA ACTIVE TR953 shares0.32%2026-03-312026-05-06

D DOMINION ENERGY INC887 shares-2.31%2026-03-312026-05-06

PFE PFIZER INC2.0K shares-2.11%2026-03-312026-05-06

MBB ISHARES TR574 shares1.06%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST1.5K shares0.61%2026-03-312026-05-06

OKE ONEOK INC NEW599 shares-1.64%2026-03-312026-05-06

JAAA JANUS DETROIT STR TR1.1K shares-35.85%2026-03-312026-05-06

EXC EXELON CORP1.1K shares-0.56%2026-03-312026-05-06

Sponsored

CFG CITIZENS FINL GROUP INC878 shares-1.68%2026-03-312026-05-06

NBOS NEUBERGER BERMAN ETF TRUST2.0K shares-80.22%2026-03-312026-05-06

TROW PRICE T ROWE GROUP INC579 shares20.63%2026-03-312026-05-06

MPC MARATHON PETE CORP213 shares0.00%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP57 shares0.00%2026-03-312026-05-06

TMSL T ROWE PRICE ETF INC1.4K shares213.64%2026-03-312026-05-06

RCL ROYAL CARIBBEAN GROUP182 shares121.95%2026-03-312026-05-06

CLOI VANECK ETF TRUST941 shares-80.16%2026-03-312026-05-06

Sponsored

PYLD PIMCO ETF TR1.9K shares-0.84%2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP763 shares46.17%2026-03-312026-05-06

USB US BANCORP908 shares3.65%2026-03-312026-05-06

ADM ARCHER DANIELS MIDLAND CO649 shares-1.22%2026-03-312026-05-06

AVIG AMERICAN CENTY ETF TR1.1K shares108.92%2026-03-312026-05-06

PG PROCTER & GAMBLE CO317 shares30.45%2026-03-312026-05-06

OMC OMNICOM GROUP INC603 shares2.38%2026-03-312026-05-06

HD HOME DEPOT INC137 shares39.80%2026-03-312026-05-06

Sponsored

MAR MARRIOTT INTL INC NEW138 shares-0.72%2026-03-312026-05-06

SPTL SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-05-06

PRU PRUDENTIAL FINL INC460 shares4.07%2026-03-312026-05-06

RDVY FIRST TR EXCHANGE TRADED FD657 shares0.00%2026-03-312026-05-06

TFJL INNOVATOR ETFS TRUST2.3K shares0.00%2026-03-312026-05-06

QTEC FIRST TR EXCHANGE-TRADED FD201 shares0.00%2026-03-312026-05-06

HON HONEYWELL INTL INC192 shares0.00%2026-03-312026-05-06

AMT AMERICAN TOWER CORP249 shares1.22%2026-03-312026-05-06

Sponsored

EBF ENNIS INC2.0K shares0.00%2026-03-312026-05-06

KEY KEYCORP2.1K shares-1.25%2026-03-312026-05-06

ANGL VANECK ETF TRUST1.5K shares-79.64%2026-03-312026-05-06

SHLD GLOBAL X FDS594 shares41.43%2026-03-312026-05-06

HBAN HUNTINGTON BANCSHARES INC2.7K shares2.30%2026-03-312026-05-06

FLRN SPDR SERIES TRUST1.3K shares0.00%2026-03-312026-05-06

MS MORGAN STANLEY249 shares50.00%2026-03-312026-05-06

GEV GE VERNOVA INC47 shares-2.08%2026-03-312026-05-06

Sponsored

BLCR BLACKROCK ETF TRUST982 sharesnew addition2026-03-312026-05-06

FITB FIFTH THIRD BANCORP864 shares17.71%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS186 shares0.00%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC47 shares67.86%2026-03-312026-05-06

RGA REINSURANCE GROUP AMER INC195 shares0.00%2026-03-312026-05-06

F FORD MTR CO3.4K shares-0.73%2026-03-312026-05-06

ROE EA SERIES TRUST1.1K shares-2.30%2026-03-312026-05-06

AIQ GLOBAL X FDS831 shares0.00%2026-03-312026-05-06

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FE FIRSTENERGY CORP765 shares-0.13%2026-03-312026-05-06

VMBS VANGUARD SCOTTSDALE FDS824 shares0.00%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 4062 shares-3.13%2026-03-312026-05-06

RF REGIONS FINANCIAL CORP NEW1.5K shares-1.82%2026-03-312026-05-06

BUNGE GLOBAL SA BUNGE GLOBAL SA299 shares-1.32%2026-03-312026-05-06

VDE VANGUARD WORLD FD219 shares0.46%2026-03-312026-05-06

TFC TRUIST FINL CORP824 shares-2.25%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR1.2K sharesnew addition2026-03-312026-05-06

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OGE OGE ENERGY CORP777 shares-0.77%2026-03-312026-05-06

CDW CDW CORP302 shares0.00%2026-03-312026-05-06

WELL WELLTOWER INC184 shares0.00%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC133 shares6.40%2026-03-312026-05-06

IJH ISHARES TR533 shares-16.19%2026-03-312026-05-06

SPMO INVESCO EXCH TRADED FD TR II321 shares119.86%2026-03-312026-05-06

CMS CMS ENERGY CORP463 shares-0.86%2026-03-312026-05-06

LECO LINCOLN ELEC HLDGS INC143 shares0.00%2026-03-312026-05-06

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IRM IRON MTN INC DEL344 shares0.00%2026-03-312026-05-06

QCOM QUALCOMM INC272 shares-14.20%2026-03-312026-05-06

NEE NEXTERA ENERGY INC376 shares-0.79%2026-03-312026-05-06

FDMO FIDELITY COVINGTON TRUST429 shares0.00%2026-03-312026-05-06

VEU VANGUARD INTL EQUITY INDEX F457 shares-0.44%2026-03-312026-05-06

FIIG FIRST TR EXCHANGE-TRADED FD1.6K shares13.53%2026-03-312026-05-06

QQQM INVESCO EXCH TRADED FD TR II139 shares33.65%2026-03-312026-05-06

SBUX STARBUCKS CORP362 shares-1.36%2026-03-312026-05-06

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FBNC FIRST BANCORP N C567 shares-3.90%2026-03-312026-05-06

MAIN MAIN STR CAP CORP600 shares50.00%2026-03-312026-05-06

IWM ISHARES TR128 shares-10.49%2026-03-312026-05-06

COWZ PACER FDS TR506 shares0.00%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND158 shares59.60%2026-03-312026-05-06

VPU VANGUARD WORLD FD158 shares0.00%2026-03-312026-05-06

TMUS T-MOBILE US INC149 shares-1.97%2026-03-312026-05-06

HYI WESTERN ASSET HIGH YIELD OPP2.9K shares2.63%2026-03-312026-05-06

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GPC GENUINE PARTS CO294 shares7.30%2026-03-312026-05-06

USIG ISHARES TR605 shares0.17%2026-03-312026-05-06

PFG PRINCIPAL FINANCIAL GROUP IN342 shares-1.16%2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC210 shares59.09%2026-03-312026-05-06

ES EVERSOURCE ENERGY441 shares-0.90%2026-03-312026-05-06

FXL FIRST TR EXCHANGE-TRADED FD190 shares0.00%2026-03-312026-05-06

TKR TIMKEN CO300 shares0.00%2026-03-312026-05-06

DTE DTE ENERGY CO203 shares-0.98%2026-03-312026-05-06

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SLV ISHARES SILVER TR430 shares0.00%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC252 shares9.57%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR588 shares0.00%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II550 shares-18.15%2026-03-312026-05-06

BTI BRITISH AMERN TOB PLC486 shares0.00%2026-03-312026-05-06

GIS GENERAL MILLS INC762 shares3.39%2026-03-312026-05-06

RTX RTX CORPORATION147 shares149.15%2026-03-312026-05-06

TJX TJX COS INC NEW176 shares0.00%2026-03-312026-05-06

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UUP INVESCO DB US DLR INDEX TR1.0K shares0.00%2026-03-312026-05-06

BBY BEST BUY INC434 shares-1.59%2026-03-312026-05-06

LTPZ PIMCO ETF TR544 shares-4.06%2026-03-312026-05-06

LAZARD INC LAZARD INC645 shares-0.92%2026-03-312026-05-06

PEG PUBLIC SVC ENTERPRISE GROUP338 shares-2.59%2026-03-312026-05-06

UTG REAVES UTIL INCOME FD687 shares0.00%2026-03-312026-05-06

PNW PINNACLE WEST CAP CORP268 shares-1.47%2026-03-312026-05-06

IWB ISHARES TR75 shares0.00%2026-03-312026-05-06

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ORI OLD REP INTL CORP667 shares-0.89%2026-03-312026-05-06

SPGI S&P GLOBAL INC63 shares110.00%2026-03-312026-05-06

LGOV FIRST TR EXCHANGE-TRADED FD1.2K shares-5.53%2026-03-312026-05-06

XTEN BONDBLOXX ETF TRUST578 shares-5.40%2026-03-312026-05-06

FIXD FIRST TR EXCHNG TRADED FD VI608 shares-6.46%2026-03-312026-05-06

DAL DELTA AIR LINES INC398 shares4.46%2026-03-312026-05-06

CSX CSX CORP642 shares122.92%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS560 shares12.45%2026-03-312026-05-06

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BSV VANGUARD BD INDEX FDS327 shares0.00%2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN163 shares81.11%2026-03-312026-05-06

VNQ VANGUARD INDEX FDS289 shares-22.52%2026-03-312026-05-06

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INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II335 sharesnew addition2026-03-312026-05-06

FXH FIRST TR EXCHANGE-TRADED FD223 shares0.00%2026-03-312026-05-06

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ENB ENBRIDGE INC448 shares-0.22%2026-03-312026-05-06

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NUE NUCOR CORP142 shares0.00%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F435 shares0.00%2026-03-312026-05-06

SKOR FLEXSHARES TR477 shares2285.00%2026-03-312026-05-06

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SMH VANECK ETF TRUST60 shares0.00%2026-03-312026-05-06

SPYG SPDR SERIES TRUST232 shares-41.27%2026-03-312026-05-06

BOND PIMCO ETF TR246 shares0.00%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F400 shares0.00%2026-03-312026-05-06

PPA INVESCO EXCHANGE TRADED FD T135 shares0.00%2026-03-312026-05-06

FDL FIRST TR EXCHANGE-TRADED FD439 sharesnew addition2026-03-312026-05-06

FDT FIRST TR EXCH TRD ALPHDX FD254 shares-13.01%2026-03-312026-05-06

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CARY ANGEL OAK FUNDS TRUST1.1K shares0.00%2026-03-312026-05-06

ARCC ARES CAPITAL CORP1.2K shares0.00%2026-03-312026-05-06

SWKS SKYWORKS SOLUTIONS INC408 shares-0.97%2026-03-312026-05-06

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PEP PEPSICO INC136 shares0.00%2026-03-312026-05-06

SPD SIMPLIFY EXCHANGE TRADED FUN580 shares-3.01%2026-03-312026-05-06

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DOV DOVER CORP101 shares225.81%2026-03-312026-05-06

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XEL XCEL ENERGY INC261 shares1640.00%2026-03-312026-05-06

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LMBS FIRST TR EXCHANGE-TRADED FD413 shares-6.56%2026-03-312026-05-06

IWO ISHARES TR66 shares15.79%2026-03-312026-05-06

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SPDR SERIES TRUST SPDR SERIES TRUST214 shares2.39%2026-03-312026-05-06

LMUB ISHARES TR410 sharesnew addition2026-03-312026-05-06

IQV IQVIA HLDGS INC120 shares0.00%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC355 shares3.20%2026-03-312026-05-06

IMCG ISHARES TR258 shares-1.90%2026-03-312026-05-06

MGK VANGUARD WORLD FD55 shares0.00%2026-03-312026-05-06

HGER HARBOR ETF TRUST650 sharesnew addition2026-03-312026-05-06

FSIG FIRST TR EXCHANGE-TRADED FD1.1K shares-3.11%2026-03-312026-05-06

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EATON CORP PLC EATON CORP PLC56 shares-28.21%2026-03-312026-05-06

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PIMCO ETF TR PIMCO ETF TR424 sharesnew addition2026-03-312026-05-06

SPYC SIMPLIFY EXCHANGE TRADED FUN505 shares-2.88%2026-03-312026-05-06

ELEVATION SERIES TRUST ELEVATION SERIES TRUST824 sharesnew addition2026-03-312026-05-06

XONE BONDBLOXX ETF TRUST401 shares73.59%2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR773 shares-3.25%2026-03-312026-05-06

FVD FIRST TR EXCHANGE-TRADED FD420 shares-10.83%2026-03-312026-05-06

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ETR ENTERGY CORP NEW174 shares75.76%2026-03-312026-05-06

ESGU ISHARES TR133 shares-2.92%2026-03-312026-05-06

VBK VANGUARD INDEX FDS62 shares0.00%2026-03-312026-05-06

CNP CENTERPOINT ENERGY INC432 shares0.00%2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD200 shares0.00%2026-03-312026-05-06

NFLX NETFLIX INC.193 shares739.13%2026-03-312026-05-06

MET METLIFE INC262 shares9.62%2026-03-312026-05-06

GWX SPDR INDEX SHS FDS437 shares-4.17%2026-03-312026-05-06

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SPHQ INVESCO EXCHANGE TRADED FD T245 sharesnew addition2026-03-312026-05-06

SPUC SIMPLIFY EXCHANGE TRADED FUN415 shares-3.04%2026-03-312026-05-06

XLY SELECT SECTOR SPDR TR168 shares0.00%2026-03-312026-05-06

STWD STARWOOD PPTY TR INC1.0K shares-0.29%2026-03-312026-05-06

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ELEVATION SERIES TRUST ELEVATION SERIES TRUST860 sharesnew addition2026-03-312026-05-06

NRG NRG ENERGY INC120 shares0.00%2026-03-312026-05-06

FIDU FIDELITY COVINGTON TRUST201 sharesnew addition2026-03-312026-05-06

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AMAT APPLIED MATLS INC50 shares100.00%2026-03-312026-05-06

DBMF LITMAN GREGORY FDS TR542 shares-4.75%2026-03-312026-05-06

FNF FIDELITY NATL FINL INC350 shares-6.17%2026-03-312026-05-06

STLD STEEL DYNAMICS INC90 shares150.00%2026-03-312026-05-06

SYY SYSCO CORP222 shares8.82%2026-03-312026-05-06

CTA SIMPLIFY EXCHANGE TRADED FUN521 sharesnew addition2026-03-312026-05-06

ALSN ALLISON TRANSMISSION HLDGS I133 shares0.00%2026-03-312026-05-06

APH AMPHENOL CORP123 shares136.54%2026-03-312026-05-06

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PHM PULTE GROUP INC130 shares-2.26%2026-03-312026-05-06

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MMC MARSH & MCLENNAN COS INC84 shares86.67%2026-03-312026-05-06

TSCO TRACTOR SUPPLY CO320 shares0.00%2026-03-312026-05-06

CROWN CASTLE INC CROWN CASTLE INC175 shares-2.23%2026-03-312026-05-06

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LHX L3HARRIS TECHNOLOGIES INC40 shares-2.44%2026-03-312026-05-06

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GSK PLC GSK PLC239 shares-7.00%2026-03-312026-05-06

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FANG DIAMONDBACK ENERGY INC65 shares-2.99%2026-03-312026-05-06

SLB SLB LIMITED250 shares0.00%2026-03-312026-05-06

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SNX TD SYNNEX CORPORATION76 shares94.87%2026-03-312026-05-06

TXN TEXAS INSTRS INC66 shares57.14%2026-03-312026-05-06

FAAR FIRST TR EXCHANGE TRAD FD VI368 shares-8.68%2026-03-312026-05-06

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FMAT FIDELITY COVINGTON TRUST212 sharesnew addition2026-03-312026-05-06

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GBTC GRAYSCALE BITCOIN TRUST ETF229 shares15.66%2026-03-312026-05-06

ASTRAZENECA PLC ASTRAZENECA PLC61 sharesnew addition2026-03-312026-05-06

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CNA CNA FINL CORP248 shares161.05%2026-03-312026-05-06

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FMF FIRST TR EXCHANGE-TRADED FD219 shares-11.34%2026-03-312026-05-06

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SNA SNAP ON INC30 sharesnew addition2026-03-312026-05-06

USMV ISHARES TR117 shares-35.36%2026-03-312026-05-06

MGV VANGUARD WORLD FD75 shares0.00%2026-03-312026-05-06

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SPYV SPDR SERIES TRUST190 shares0.00%2026-03-312026-05-06

QSR RESTAURANT BRANDS INTL INC145 shares0.00%2026-03-312026-05-06

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MDYG SPDR SERIES TRUST109 shares1111.11%2026-03-312026-05-06

KBH KB HOME200 shares0.00%2026-03-312026-05-06

INCY INCYTE CORP109 shares-14.17%2026-03-312026-05-06

FTGS FIRST TR EXCHANGE-TRADED FD301 shares-11.47%2026-03-312026-05-06

JBHT HUNT J B TRANS SVCS INC48 shares0.00%2026-03-312026-05-06

CPB THE CAMPBELLS COMPANY456 sharesnew addition2026-03-312026-05-06

SJNK SPDR SERIES TRUST400 shares0.00%2026-03-312026-05-06

YUM YUM BRANDS INC63 shares0.00%2026-03-312026-05-06

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FUTY FIDELITY COVINGTON TRUST164 sharesnew addition2026-03-312026-05-06

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FDIS FIDELITY COVINGTON TRUST101 sharesnew addition2026-03-312026-05-06

OXY OCCIDENTAL PETE CORP143 shares0.00%2026-03-312026-05-06

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FXR FIRST TR EXCHANGE-TRADED FD104 shares0.00%2026-03-312026-05-06

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MDYV SPDR SERIES TRUST93 sharesnew addition2026-03-312026-05-06

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CMBS ISHARES TR157 shares881.25%2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS99 shares0.00%2026-03-312026-05-06

ARKF ARK ETF TR200 shares0.00%2026-03-312026-05-06

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PREF PRINCIPAL EXCHANGE TRADED FD373 shares0.00%2026-03-312026-05-06

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VODAFONE GROUP PLC VODAFONE GROUP PLC449 shares-0.66%2026-03-312026-05-06

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NFLT ETFIS SER TR I284 shares0.00%2026-03-312026-05-06

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VANGUARD INDEX FDS

-3.40%

Shares11.4K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

0.75%

Shares7.6K

Event2026-03-31

Filed2026-05-06

VUG

VANGUARD INDEX FDS

-0.54%

Shares9.8K

Event2026-03-31

Filed2026-05-06

VTV

VANGUARD INDEX FDS

-0.36%

Shares20.4K

Event2026-03-31

Filed2026-05-06

IWY

ISHARES TR

6.32%

Shares13.5K

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

1.42%

Shares18.1K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-1.22%

Shares7.3K

Event2026-03-31

Filed2026-05-06

SCEC

CAPITOL SER TR

-3.47%

Shares117.1K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

0.62%

Shares21.6K

Event2026-03-31

Filed2026-05-06

IWX

ISHARES TR

2.71%

Shares22.1K

Event2026-03-31

Filed2026-05-06

IYH

ISHARES TR

0.22%

Shares32.2K

Event2026-03-31

Filed2026-05-06

STERLING CAP FDS

New

Shares83.9K

Event2026-03-31

Filed2026-05-06

DGRO

ISHARES TR

1.93%

Shares28.1K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

2.31%

Shares3.0K

Event2026-03-31

Filed2026-05-06

DECU

AIM ETF PRODUCTS TRUST

1.74%

Shares60.8K

Event2026-03-31

Filed2026-05-06

SIXO

AIM ETF PRODUCTS TRUST

0.98%

Shares45.3K

Event2026-03-31

Filed2026-05-06

STERLING CAP FDS

New

Shares60.8K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-2.86%

Shares20.5K

Event2026-03-31

Filed2026-05-06

SPYM

SPDR SERIES TRUST

5.36%

Shares18.2K

Event2026-03-31

Filed2026-05-06

IXUS

ISHARES TR

-0.77%

Shares15.0K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-1.16%

Shares3.9K

Event2026-03-31

Filed2026-05-06

XLP

SELECT SECTOR SPDR TR

1.30%

Shares15.3K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

16.05%

Shares7.0K

Event2026-03-31

Filed2026-05-06

MINT

PIMCO ETF TR

0.53%

Shares12.1K

Event2026-03-31

Filed2026-05-06

EFV

ISHARES TR

0.17%

Shares16.1K

Event2026-03-31

Filed2026-05-06

PMAY

INNOVATOR ETFS TRUST

0.00%

Shares27.4K

Event2026-03-31

Filed2026-05-06

AGG

ISHARES TR

-8.34%

Shares10.9K

Event2026-03-31

Filed2026-05-06

IWS

ISHARES TR

1.29%

Shares7.4K

Event2026-03-31

Filed2026-05-06

USRT

ISHARES TR

1.84%

Shares17.5K

Event2026-03-31

Filed2026-05-06

EFG

ISHARES TR

0.64%

Shares9.3K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

61.92%

Shares4.0K

Event2026-03-31

Filed2026-05-06

DECT

AIM ETF PRODUCTS TRUST

1.48%

Shares28.6K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

18.15%

Shares4.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

69.86%

Shares2.4K

Event2026-03-31

Filed2026-05-06

SEPT

AIM ETF PRODUCTS TRUST

2.03%

Shares25.2K

Event2026-03-31

Filed2026-05-06

PAPR

INNOVATOR ETFS TRUST

-1.50%

Shares21.7K

Event2026-03-31

Filed2026-05-06

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares18.0K

Event2026-03-31

Filed2026-05-06

GLDM

WORLD GOLD TR

-12.26%

Shares8.1K

Event2026-03-31

Filed2026-05-06

ONEZ

ELEVATION SERIES TRUST

3.65%

Shares28.7K

Event2026-03-31

Filed2026-05-06

IDEV

ISHARES TR

-4.26%

Shares8.4K

Event2026-03-31

Filed2026-05-06

DUKE ENERGY CORP NEW

-1.35%

Shares5.2K

Event2026-03-31

Filed2026-05-06

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-06

DVY

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-06

PDEC

INNOVATOR ETFS TRUST

-10.90%

Shares15.2K

Event2026-03-31

Filed2026-05-06

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-06

PJUL

INNOVATOR ETFS TRUST

-2.14%

Shares13.5K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

-0.35%

Shares2.3K

Event2026-03-31

Filed2026-05-06

PMAR

INNOVATOR ETFS TRUST

-3.13%

Shares13.2K

Event2026-03-31

Filed2026-05-06

AGEM

ABRDN FDS

-3.10%

Shares14.5K

Event2026-03-31

Filed2026-05-06

VNLA

JANUS DETROIT STR TR

47.98%

Shares11.8K

Event2026-03-31

Filed2026-05-06

JULU

AIM ETF PRODUCTS TRUST

1.83%

Shares19.8K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

93.26%

Shares2.3K

Event2026-03-31

Filed2026-05-06

VTWO

VANGUARD SCOTTSDALE FDS

2.12%

Shares5.5K

Event2026-03-31

Filed2026-05-06

TIP

ISHARES TR

-0.40%

Shares4.9K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

-3.07%

Shares822

Event2026-03-31

Filed2026-05-06

GSEP

FIRST TR EXCHNG TRADED FD VI

-3.36%

Shares13.4K

Event2026-03-31

Filed2026-05-06

SEPZ

ELEVATION SERIES TRUST

1.91%

Shares12.2K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

2.01%

Shares10.8K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

18.29%

Shares1.7K

Event2026-03-31

Filed2026-05-06

POCT

INNOVATOR ETFS TRUST

-5.60%

Shares10.9K

Event2026-03-31

Filed2026-05-06

IWF

ISHARES TR

3.04%

Shares1.1K

Event2026-03-31

Filed2026-05-06

VGIT

VANGUARD SCOTTSDALE FDS

2889.62%

Shares7.8K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

-44.24%

Shares3.1K

Event2026-03-31

Filed2026-05-06

PNOV

INNOVATOR ETFS TRUST

-16.84%

Shares10.3K

Event2026-03-31

Filed2026-05-06

OCTW

AIM ETF PRODUCTS TRUST

-4.92%

Shares10.6K

Event2026-03-31

Filed2026-05-06

FGD

FIRST TR EXCHANGE-TRADED FD

-25.12%

Shares12.8K

Event2026-03-31

Filed2026-05-06

WDIV

SPDR INDEX SHS FDS

-24.58%

Shares5.2K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

7.39%

Shares1.8K

Event2026-03-31

Filed2026-05-06

SEPW

AIM ETF PRODUCTS TRUST

-4.18%

Shares11.3K

Event2026-03-31

Filed2026-05-06

SPAB

SPDR SERIES TRUST

13.58%

Shares13.1K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

27.32%

Shares1.0K

Event2026-03-31

Filed2026-05-06

SIXZ

AIM ETF PRODUCTS TRUST

2.77%

Shares10.9K

Event2026-03-31

Filed2026-05-06

IWP

ISHARES TR

31.01%

Shares2.5K

Event2026-03-31

Filed2026-05-06

VGSH

VANGUARD SCOTTSDALE FDS

-73.14%

Shares5.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

10.21%

Shares1.7K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

5.21%

Shares1.4K

Event2026-03-31

Filed2026-05-06

CVS

CVS HEALTH CORP

-0.36%

Shares3.9K

Event2026-03-31

Filed2026-05-06

SPSM

SPDR SERIES TRUST

-0.26%

Shares5.8K

Event2026-03-31

Filed2026-05-06

QBER

ELEVATION SERIES TRUST

-62.14%

Shares11.5K

Event2026-03-31

Filed2026-05-06

HYG

ISHARES TR

-2.81%

Shares3.5K

Event2026-03-31

Filed2026-05-06

DIA

STATE STR SPDR DOW JONES IND

-0.34%

Shares593

Event2026-03-31

Filed2026-05-06

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

12.59%

Shares894

Event2026-03-31

Filed2026-05-06

SPXC

SPX TECHNOLOGIES INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-06

FNB

F N B CORP

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-06

BILZ

PIMCO ETF TR

-43.20%

Shares2.4K

Event2026-03-31

Filed2026-05-06

IVW

ISHARES TR

-6.89%

Shares2.1K

Event2026-03-31

Filed2026-05-06

ELEVATION SERIES TRUST

1.70%

Shares6.2K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

12.77%

Shares1.8K

Event2026-03-31

Filed2026-05-06

ZTS

ZOETIS INC

-4.25%

Shares1.8K

Event2026-03-31

Filed2026-05-06

AUGZ

ELEVATION SERIES TRUST

New

Shares5.2K

Event2026-03-31

Filed2026-05-06

VGT

VANGUARD WORLD FD

0.00%

Shares300

Event2026-03-31

Filed2026-05-06

VGLT

VANGUARD SCOTTSDALE FDS

-4.45%

Shares3.8K

Event2026-03-31

Filed2026-05-06

NEAR

ISHARES U S ETF TR

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-06

OCTZ

ELEVATION SERIES TRUST

930.99%

Shares5.0K

Event2026-03-31

Filed2026-05-06

JANW

AIM ETF PRODUCTS TRUST

-2.69%

Shares5.5K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

-24.50%

Shares974

Event2026-03-31

Filed2026-05-06

TLT

ISHARES TR

-0.96%

Shares2.3K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

10.00%

Shares198

Event2026-03-31

Filed2026-05-06

ITOT

ISHARES TR

-1.53%

Shares1.4K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

-0.31%

Shares2.9K

Event2026-03-31

Filed2026-05-06

PFEB

INNOVATOR ETFS TRUST

-3.94%

Shares4.5K

Event2026-03-31

Filed2026-05-06