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+2.30%
3M P&L
-20.6M-17.07%
HY P&L
-19.4M-16.26%

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%
Stock Holdings
VANGUARD INDEX FDS
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
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
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
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
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
VB
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
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
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
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
MO
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
META
META PLATFORMS INC
58.25%
Shares307
Event2026-03-31
Filed2026-05-06
SHV
ISHARES TR
1194.21%
Shares1.6K
Event2026-03-31
Filed2026-05-06
DYNF
BLACKROCK ETF TRUST
-7.58%
Shares2.9K
Event2026-03-31
Filed2026-05-06
PJAN
INNOVATOR ETFS TRUST
-14.76%
Shares3.7K
Event2026-03-31
Filed2026-05-06
VZ
VERIZON COMMUNICATIONS INC
-1.98%
Shares3.4K
Event2026-03-31
Filed2026-05-06
FEX
FIRST TR EXCHANGE-TRADED ALP
-0.86%
Shares1.4K
Event2026-03-31
Filed2026-05-06
TUA
SIMPLIFY EXCHANGE TRADED FUN
-0.68%
Shares7.9K
Event2026-03-31
Filed2026-05-06
EDIV
SPDR INDEX SHS FDS
-34.08%
Shares4.1K
Event2026-03-31
Filed2026-05-06
FBTC
FIDELITY WISE ORIGIN BITCOIN
-5.70%
Shares2.7K
Event2026-03-31
Filed2026-05-06
IYE
ISHARES TR
-6.94%
Shares2.5K
Event2026-03-31
Filed2026-05-06
MUB
ISHARES TR
-5.00%
Shares1.5K
Event2026-03-31
Filed2026-05-06
DECW
AIM ETF PRODUCTS TRUST
-2.87%
Shares4.7K
Event2026-03-31
Filed2026-05-06
IYF
ISHARES TR
-0.31%
Shares1.3K
Event2026-03-31
Filed2026-05-06
IVE
ISHARES TR
-9.60%
Shares725
Event2026-03-31
Filed2026-05-06
JULW
AIM ETF PRODUCTS TRUST
-3.23%
Shares3.7K
Event2026-03-31
Filed2026-05-06
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
New
Shares6.5K
Event2026-03-31
Filed2026-05-06
IAUM
ISHARES GOLD TR
-9.39%
Shares3.0K
Event2026-03-31
Filed2026-05-06
ISHARES GOLD TR
ISHARES GOLD TR
-1.85%
Shares1.5K
Event2026-03-31
Filed2026-05-06
CORO
BLACKROCK ETF TRUST
New
Shares4.2K
Event2026-03-31
Filed2026-05-06
LAM RESEARCH CORP
LAM RESEARCH CORP
10.76%
Shares628
Event2026-03-31
Filed2026-05-06
IUSB
ISHARES TR
2.77%
Shares2.9K
Event2026-03-31
Filed2026-05-06
TSLA
TESLA INC
12.66%
Shares356
Event2026-03-31
Filed2026-05-06
DECZ
ELEVATION SERIES TRUST
0.83%
Shares3.4K
Event2026-03-31
Filed2026-05-06
LMT
LOCKHEED MARTIN CORP
-0.96%
Shares206
Event2026-03-31
Filed2026-05-06
FDVV
FIDELITY COVINGTON TRUST
8.00%
Shares2.2K
Event2026-03-31
Filed2026-05-06
QUAL
ISHARES TR
-17.58%
Shares619
Event2026-03-31
Filed2026-05-06
V
VISA INC
17.93%
Shares388
Event2026-03-31
Filed2026-05-06
VO
VANGUARD INDEX FDS
-1.02%
Shares387
Event2026-03-31
Filed2026-05-06
SO
SOUTHERN CO
-8.22%
Shares1.1K
Event2026-03-31
Filed2026-05-06
T
AT&T INC
0.74%
Shares3.7K
Event2026-03-31
Filed2026-05-06
CAT
CATERPILLAR INC
0.00%
Shares149
Event2026-03-31
Filed2026-05-06
VOT
VANGUARD INDEX FDS
-0.74%
Shares405
Event2026-03-31
Filed2026-05-06
LLY
ELI LILLY & CO
35.37%
Shares111
Event2026-03-31
Filed2026-05-06
PM
PHILIP MORRIS INTL INC
26.34%
Shares614
Event2026-03-31
Filed2026-05-06
DHI
D R HORTON INC
0.00%
Shares738
Event2026-03-31
Filed2026-05-06
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
36.13%
Shares211
Event2026-03-31
Filed2026-05-06
VT
VANGUARD INTL EQUITY INDEX F
-0.41%
Shares721
Event2026-03-31
Filed2026-05-06
PNC
PNC FINL SVCS GROUP INC
-0.21%
Shares478
Event2026-03-31
Filed2026-05-06
ICLO
INVESCO ACTIVELY MANAGED EXC
-80.36%
Shares3.9K
Event2026-03-31
Filed2026-05-06
SCHP
SCHWAB STRATEGIC TR
5728.13%
Shares3.7K
Event2026-03-31
Filed2026-05-06
MCK
MCKESSON CORP
2.75%
Shares112
Event2026-03-31
Filed2026-05-06
XLE
SELECT SECTOR SPDR TR
-0.06%
Shares1.6K
Event2026-03-31
Filed2026-05-06
STERLING CAP FDS
STERLING CAP FDS
New
Shares3.8K
Event2026-03-31
Filed2026-05-06
SEPU
AIM ETF PRODUCTS TRUST
New
Shares3.3K
Event2026-03-31
Filed2026-05-06
MU
MICRON TECHNOLOGY INC
427.45%
Shares269
Event2026-03-31
Filed2026-05-06
IYY
ISHARES TR
0.00%
Shares573
Event2026-03-31
Filed2026-05-06
ED
CONSOLIDATED EDISON INC
0.00%
Shares788
Event2026-03-31
Filed2026-05-06
INTC
INTEL CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
IBKR
INTERACTIVE BROKERS GROUP IN
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
CITIGROUP INC
CITIGROUP INC
22.10%
Shares768
Event2026-03-31
Filed2026-05-06
ORCL
ORACLE CORP
214.84%
Shares573
Event2026-03-31
Filed2026-05-06
GOVT
ISHARES TR
372.95%
Shares3.6K
Event2026-03-31
Filed2026-05-06
VLO
VALERO ENERGY CORP
17.42%
Shares337
Event2026-03-31
Filed2026-05-06
ALPHABET INC
ALPHABET INC
103.55%
Shares287
Event2026-03-31
Filed2026-05-06
DIV
GLOBAL X FDS
-79.53%
Shares4.3K
Event2026-03-31
Filed2026-05-06
AXP
AMERICAN EXPRESS CO
-0.74%
Shares268
Event2026-03-31
Filed2026-05-06
NVBU
AIM ETF PRODUCTS TRUST
2.94%
Shares2.9K
Event2026-03-31
Filed2026-05-06
FV
FIRST TR EXCHANGE TRADED FD
-0.15%
Shares1.3K
Event2026-03-31
Filed2026-05-06
OCTU
AIM ETF PRODUCTS TRUST
3.01%
Shares2.9K
Event2026-03-31
Filed2026-05-06
BNDX
VANGUARD CHARLOTTE FDS
5.51%
Shares1.7K
Event2026-03-31
Filed2026-05-06
MTUM
ISHARES TR
-4.87%
Shares332
Event2026-03-31
Filed2026-05-06
KO
COCA COLA CO
-0.59%
Shares1.0K
Event2026-03-31
Filed2026-05-06
CRWD
CROWDSTRIKE HLDGS INC
0.00%
Shares198
Event2026-03-31
Filed2026-05-06
NSC
NORFOLK SOUTHN CORP
-9.51%
Shares257
Event2026-03-31
Filed2026-05-06
MERCK & CO INC
MERCK & CO INC
-9.85%
Shares613
Event2026-03-31
Filed2026-05-06
FTCB
FIRST TR EXCHANGE-TRADED FD
-6.50%
Shares3.5K
Event2026-03-31
Filed2026-05-06
IYK
ISHARES TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
CSCO
CISCO SYS INC
91.08%
Shares921
Event2026-03-31
Filed2026-05-06
IBM
INTERNATIONAL BUSINESS MACHS
2.10%
Shares292
Event2026-03-31
Filed2026-05-06
SPTM
SPDR SERIES TRUST
-1.11%
Shares893
Event2026-03-31
Filed2026-05-06
VBR
VANGUARD INDEX FDS
0.00%
Shares318
Event2026-03-31
Filed2026-05-06
BK
BANK NEW YORK MELLON CORP
13.58%
Shares577
Event2026-03-31
Filed2026-05-06
IUSG
ISHARES TR
0.00%
Shares440
Event2026-03-31
Filed2026-05-06
BAC
BANK AMERICA CORP
29.62%
Shares1.4K
Event2026-03-31
Filed2026-05-06
GE AEROSPACE
GE AEROSPACE
19.90%
Shares235
Event2026-03-31
Filed2026-05-06
WFC
WELLS FARGO & CO
5.50%
Shares825
Event2026-03-31
Filed2026-05-06
PPL
PPL CORP
-0.41%
Shares1.7K
Event2026-03-31
Filed2026-05-06
VFLO
VICTORY PORTFOLIOS II
17.91%
Shares1.6K
Event2026-03-31
Filed2026-05-06
MA
MASTERCARD INCORPORATED
57.50%
Shares126
Event2026-03-31
Filed2026-05-06
XLK
SELECT SECTOR SPDR TR
-12.09%
Shares451
Event2026-03-31
Filed2026-05-06
KMB
KIMBERLY-CLARK CORP
-4.91%
Shares620
Event2026-03-31
Filed2026-05-06
SCHF
SCHWAB STRATEGIC TR
-36.96%
Shares2.4K
Event2026-03-31
Filed2026-05-06
MCD
MCDONALDS CORP
13.10%
Shares190
Event2026-03-31
Filed2026-05-06
LDUR
PIMCO ETF TR
3.71%
Shares615
Event2026-03-31
Filed2026-05-06
BAI
BLACKROCK ETF TRUST
1.08%
Shares1.8K
Event2026-03-31
Filed2026-05-06
TSM
TAIWAN SEMICONDUCTOR MANUFAC
415.15%
Shares170
Event2026-03-31
Filed2026-05-06
XLU
SELECT SECTOR SPDR TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
SEAGATE TECHNOLOGY HLDNGS PL
SEAGATE TECHNOLOGY HLDNGS PL
-25.51%
Shares146
Event2026-03-31
Filed2026-05-06
EIX
EDISON INTL
-0.77%
Shares777
Event2026-03-31
Filed2026-05-06
AEP
AMERICAN ELEC PWR CO INC
15.99%
Shares428
Event2026-03-31
Filed2026-05-06
XLSR
SSGA ACTIVE TR
0.32%
Shares953
Event2026-03-31
Filed2026-05-06
D
DOMINION ENERGY INC
-2.31%
Shares887
Event2026-03-31
Filed2026-05-06
PFE
PFIZER INC
-2.11%
Shares2.0K
Event2026-03-31
Filed2026-05-06
MBB
ISHARES TR
1.06%
Shares574
Event2026-03-31
Filed2026-05-06
THRO
BLACKROCK ETF TRUST
0.61%
Shares1.5K
Event2026-03-31
Filed2026-05-06
OKE
ONEOK INC NEW
-1.64%
Shares599
Event2026-03-31
Filed2026-05-06
JAAA
JANUS DETROIT STR TR
-35.85%
Shares1.1K
Event2026-03-31
Filed2026-05-06
EXC
EXELON CORP
-0.56%
Shares1.1K
Event2026-03-31
Filed2026-05-06
CFG
CITIZENS FINL GROUP INC
-1.68%
Shares878
Event2026-03-31
Filed2026-05-06
NBOS
NEUBERGER BERMAN ETF TRUST
-80.22%
Shares2.0K
Event2026-03-31
Filed2026-05-06
TROW
PRICE T ROWE GROUP INC
20.63%
Shares579
Event2026-03-31
Filed2026-05-06
MPC
MARATHON PETE CORP
0.00%
Shares213
Event2026-03-31
Filed2026-05-06
PH
PARKER-HANNIFIN CORP
0.00%
Shares57
Event2026-03-31
Filed2026-05-06
TMSL
T ROWE PRICE ETF INC
213.64%
Shares1.4K
Event2026-03-31
Filed2026-05-06
RCL
ROYAL CARIBBEAN GROUP
121.95%
Shares182
Event2026-03-31
Filed2026-05-06
CLOI
VANECK ETF TRUST
-80.16%
Shares941
Event2026-03-31
Filed2026-05-06
PYLD
PIMCO ETF TR
-0.84%
Shares1.9K
Event2026-03-31
Filed2026-05-06
BSX
BOSTON SCIENTIFIC CORP
46.17%
Shares763
Event2026-03-31
Filed2026-05-06
USB
US BANCORP
3.65%
Shares908
Event2026-03-31
Filed2026-05-06
ADM
ARCHER DANIELS MIDLAND CO
-1.22%
Shares649
Event2026-03-31
Filed2026-05-06
AVIG
AMERICAN CENTY ETF TR
108.92%
Shares1.1K
Event2026-03-31
Filed2026-05-06
PG
PROCTER & GAMBLE CO
30.45%
Shares317
Event2026-03-31
Filed2026-05-06
OMC
OMNICOM GROUP INC
2.38%
Shares603
Event2026-03-31
Filed2026-05-06
HD
HOME DEPOT INC
39.80%
Shares137
Event2026-03-31
Filed2026-05-06
MAR
MARRIOTT INTL INC NEW
-0.72%
Shares138
Event2026-03-31
Filed2026-05-06
SPTL
SPDR SERIES TRUST
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-06
PRU
PRUDENTIAL FINL INC
4.07%
Shares460
Event2026-03-31
Filed2026-05-06
RDVY
FIRST TR EXCHANGE TRADED FD
0.00%
Shares657
Event2026-03-31
Filed2026-05-06
TFJL
INNOVATOR ETFS TRUST
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-06
QTEC
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares201
Event2026-03-31
Filed2026-05-06
HON
HONEYWELL INTL INC
0.00%
Shares192
Event2026-03-31
Filed2026-05-06
AMT
AMERICAN TOWER CORP
1.22%
Shares249
Event2026-03-31
Filed2026-05-06
EBF
ENNIS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-06
KEY
KEYCORP
-1.25%
Shares2.1K
Event2026-03-31
Filed2026-05-06
ANGL
VANECK ETF TRUST
-79.64%
Shares1.5K
Event2026-03-31
Filed2026-05-06
SHLD
GLOBAL X FDS
41.43%
Shares594
Event2026-03-31
Filed2026-05-06
HBAN
HUNTINGTON BANCSHARES INC
2.30%
Shares2.7K
Event2026-03-31
Filed2026-05-06
FLRN
SPDR SERIES TRUST
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-06
MS
MORGAN STANLEY
50.00%
Shares249
Event2026-03-31
Filed2026-05-06
GEV
GE VERNOVA INC
-2.08%
Shares47
Event2026-03-31
Filed2026-05-06
BLCR
BLACKROCK ETF TRUST
New
Shares982
Event2026-03-31
Filed2026-05-06
FITB
FIFTH THIRD BANCORP
17.71%
Shares864
Event2026-03-31
Filed2026-05-06
VIG
VANGUARD SPECIALIZED FUNDS
0.00%
Shares186
Event2026-03-31
Filed2026-05-06
GS
GOLDMAN SACHS GROUP INC
67.86%
Shares47
Event2026-03-31
Filed2026-05-06
RGA
REINSURANCE GROUP AMER INC
0.00%
Shares195
Event2026-03-31
Filed2026-05-06
F
FORD MTR CO
-0.73%
Shares3.4K
Event2026-03-31
Filed2026-05-06
ROE
EA SERIES TRUST
-2.30%
Shares1.1K
Event2026-03-31
Filed2026-05-06
AIQ
GLOBAL X FDS
0.00%
Shares831
Event2026-03-31
Filed2026-05-06
FE
FIRSTENERGY CORP
-0.13%
Shares765
Event2026-03-31
Filed2026-05-06
VMBS
VANGUARD SCOTTSDALE FDS
0.00%
Shares824
Event2026-03-31
Filed2026-05-06
MDY
STATE STR SPDR S&P MIDCAP 40
-3.13%
Shares62
Event2026-03-31
Filed2026-05-06
RF
REGIONS FINANCIAL CORP NEW
-1.82%
Shares1.5K
Event2026-03-31
Filed2026-05-06
BUNGE GLOBAL SA
BUNGE GLOBAL SA
-1.32%
Shares299
Event2026-03-31
Filed2026-05-06
VDE
VANGUARD WORLD FD
0.46%
Shares219
Event2026-03-31
Filed2026-05-06
TFC
TRUIST FINL CORP
-2.25%
Shares824
Event2026-03-31
Filed2026-05-06
SCHD
SCHWAB STRATEGIC TR
New
Shares1.2K
Event2026-03-31
Filed2026-05-06
OGE
OGE ENERGY CORP
-0.77%
Shares777
Event2026-03-31
Filed2026-05-06
CDW
CDW CORP
0.00%
Shares302
Event2026-03-31
Filed2026-05-06
WELL
WELLTOWER INC
0.00%
Shares184
Event2026-03-31
Filed2026-05-06
UNH
UNITEDHEALTH GROUP INC
6.40%
Shares133
Event2026-03-31
Filed2026-05-06
IJH
ISHARES TR
-16.19%
Shares533
Event2026-03-31
Filed2026-05-06
SPMO
INVESCO EXCH TRADED FD TR II
119.86%
Shares321
Event2026-03-31
Filed2026-05-06
CMS
CMS ENERGY CORP
-0.86%
Shares463
Event2026-03-31
Filed2026-05-06
LECO
LINCOLN ELEC HLDGS INC
0.00%
Shares143
Event2026-03-31
Filed2026-05-06
IRM
IRON MTN INC DEL
0.00%
Shares344
Event2026-03-31
Filed2026-05-06
QCOM
QUALCOMM INC
-14.20%
Shares272
Event2026-03-31
Filed2026-05-06
NEE
NEXTERA ENERGY INC
-0.79%
Shares376
Event2026-03-31
Filed2026-05-06
FDMO
FIDELITY COVINGTON TRUST
0.00%
Shares429
Event2026-03-31
Filed2026-05-06
VEU
VANGUARD INTL EQUITY INDEX F
-0.44%
Shares457
Event2026-03-31
Filed2026-05-06
FIIG
FIRST TR EXCHANGE-TRADED FD
13.53%
Shares1.6K
Event2026-03-31
Filed2026-05-06
QQQM
INVESCO EXCH TRADED FD TR II
33.65%
Shares139
Event2026-03-31
Filed2026-05-06
SBUX
STARBUCKS CORP
-1.36%
Shares362
Event2026-03-31
Filed2026-05-06
FBNC
FIRST BANCORP N C
-3.90%
Shares567
Event2026-03-31
Filed2026-05-06
MAIN
MAIN STR CAP CORP
50.00%
Shares600
Event2026-03-31
Filed2026-05-06
IWM
ISHARES TR
-10.49%
Shares128
Event2026-03-31
Filed2026-05-06
COWZ
PACER FDS TR
0.00%
Shares506
Event2026-03-31
Filed2026-05-06
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
59.60%
Shares158
Event2026-03-31
Filed2026-05-06
VPU
VANGUARD WORLD FD
0.00%
Shares158
Event2026-03-31
Filed2026-05-06
TMUS
T-MOBILE US INC
-1.97%
Shares149
Event2026-03-31
Filed2026-05-06
HYI
WESTERN ASSET HIGH YIELD OPP
2.63%
Shares2.9K
Event2026-03-31
Filed2026-05-06
GPC
GENUINE PARTS CO
7.30%
Shares294
Event2026-03-31
Filed2026-05-06
USIG
ISHARES TR
0.17%
Shares605
Event2026-03-31
Filed2026-05-06
PFG
PRINCIPAL FINANCIAL GROUP IN
-1.16%
Shares342
Event2026-03-31
Filed2026-05-06
PLTR
PALANTIR TECHNOLOGIES INC
59.09%
Shares210
Event2026-03-31
Filed2026-05-06
ES
EVERSOURCE ENERGY
-0.90%
Shares441
Event2026-03-31
Filed2026-05-06
FXL
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares190
Event2026-03-31
Filed2026-05-06
TKR
TIMKEN CO
0.00%
Shares300
Event2026-03-31
Filed2026-05-06
DTE
DTE ENERGY CO
-0.98%
Shares203
Event2026-03-31
Filed2026-05-06
SLV
ISHARES SILVER TR
0.00%
Shares430
Event2026-03-31
Filed2026-05-06
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
9.57%
Shares252
Event2026-03-31
Filed2026-05-06
XLF
SELECT SECTOR SPDR TR
0.00%
Shares588
Event2026-03-31
Filed2026-05-06
BINC
BLACKROCK ETF TRUST II
-18.15%
Shares550
Event2026-03-31
Filed2026-05-06
BTI
BRITISH AMERN TOB PLC
0.00%
Shares486
Event2026-03-31
Filed2026-05-06
GIS
GENERAL MILLS INC
3.39%
Shares762
Event2026-03-31
Filed2026-05-06
RTX
RTX CORPORATION
149.15%
Shares147
Event2026-03-31
Filed2026-05-06
TJX
TJX COS INC NEW
0.00%
Shares176
Event2026-03-31
Filed2026-05-06
UUP
INVESCO DB US DLR INDEX TR
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
BBY
BEST BUY INC
-1.59%
Shares434
Event2026-03-31
Filed2026-05-06
LTPZ
PIMCO ETF TR
-4.06%
Shares544
Event2026-03-31
Filed2026-05-06
LAZARD INC
LAZARD INC
-0.92%
Shares645
Event2026-03-31
Filed2026-05-06
PEG
PUBLIC SVC ENTERPRISE GROUP
-2.59%
Shares338
Event2026-03-31
Filed2026-05-06
UTG
REAVES UTIL INCOME FD
0.00%
Shares687
Event2026-03-31
Filed2026-05-06
PNW
PINNACLE WEST CAP CORP
-1.47%
Shares268
Event2026-03-31
Filed2026-05-06
IWB
ISHARES TR
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
ORI
OLD REP INTL CORP
-0.89%
Shares667
Event2026-03-31
Filed2026-05-06
SPGI
S&P GLOBAL INC
110.00%
Shares63
Event2026-03-31
Filed2026-05-06
LGOV
FIRST TR EXCHANGE-TRADED FD
-5.53%
Shares1.2K
Event2026-03-31
Filed2026-05-06
XTEN
BONDBLOXX ETF TRUST
-5.40%
Shares578
Event2026-03-31
Filed2026-05-06
FIXD
FIRST TR EXCHNG TRADED FD VI
-6.46%
Shares608
Event2026-03-31
Filed2026-05-06
DAL
DELTA AIR LINES INC
4.46%
Shares398
Event2026-03-31
Filed2026-05-06
CSX
CSX CORP
122.92%
Shares642
Event2026-03-31
Filed2026-05-06
SPEM
SPDR INDEX SHS FDS
12.45%
Shares560
Event2026-03-31
Filed2026-05-06
BSV
VANGUARD BD INDEX FDS
0.00%
Shares327
Event2026-03-31
Filed2026-05-06
ICE
INTERCONTINENTAL EXCHANGE IN
81.11%
Shares163
Event2026-03-31
Filed2026-05-06
VNQ
VANGUARD INDEX FDS
-22.52%
Shares289
Event2026-03-31
Filed2026-05-06
BIL
SPDR SERIES TRUST
-13.10%
Shares272
Event2026-03-31
Filed2026-05-06
PKG
PACKAGING CORP AMER
0.00%
Shares117
Event2026-03-31
Filed2026-05-06
ADBE
ADOBE INC
-22.90%
Shares101
Event2026-03-31
Filed2026-05-06
INVESCO EXCH TRADED FD TR II
INVESCO EXCH TRADED FD TR II
New
Shares335
Event2026-03-31
Filed2026-05-06
FXH
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares223
Event2026-03-31
Filed2026-05-06
ENB
ENBRIDGE INC
-0.22%
Shares448
Event2026-03-31
Filed2026-05-06
AVY
AVERY DENNISON CORP
0.00%
Shares140
Event2026-03-31
Filed2026-05-06
NUE
NUCOR CORP
0.00%
Shares142
Event2026-03-31
Filed2026-05-06
VWO
VANGUARD INTL EQUITY INDEX F
0.00%
Shares435
Event2026-03-31
Filed2026-05-06
SKOR
FLEXSHARES TR
2285.00%
Shares477
Event2026-03-31
Filed2026-05-06
SPBO
SPDR SERIES TRUST
2851.85%
Shares797
Event2026-03-31
Filed2026-05-06
LINDE PLC
LINDE PLC
67.86%
Shares47
Event2026-03-31
Filed2026-05-06
O
REALTY INCOME CORP
-4.07%
Shares377
Event2026-03-31
Filed2026-05-06
SMH
VANECK ETF TRUST
0.00%
Shares60
Event2026-03-31
Filed2026-05-06
SPYG
SPDR SERIES TRUST
-41.27%
Shares232
Event2026-03-31
Filed2026-05-06
BOND
PIMCO ETF TR
0.00%
Shares246
Event2026-03-31
Filed2026-05-06
JEPI
J P MORGAN EXCHANGE TRADED F
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
PPA
INVESCO EXCHANGE TRADED FD T
0.00%
Shares135
Event2026-03-31
Filed2026-05-06
FDL
FIRST TR EXCHANGE-TRADED FD
New
Shares439
Event2026-03-31
Filed2026-05-06
FDT
FIRST TR EXCH TRD ALPHDX FD
-13.01%
Shares254
Event2026-03-31
Filed2026-05-06
ALL
ALLSTATE CORP
265.52%
Shares106
Event2026-03-31
Filed2026-05-06
CARY
ANGEL OAK FUNDS TRUST
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ARCC
ARES CAPITAL CORP
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-06
SWKS
SKYWORKS SOLUTIONS INC
-0.97%
Shares408
Event2026-03-31
Filed2026-05-06
ILTB
ISHARES TR
1133.33%
Shares444
Event2026-03-31
Filed2026-05-06
CRM
SALESFORCE INC
75.76%
Shares116
Event2026-03-31
Filed2026-05-06
PEP
PEPSICO INC
0.00%
Shares136
Event2026-03-31
Filed2026-05-06
SPD
SIMPLIFY EXCHANGE TRADED FUN
-3.01%
Shares580
Event2026-03-31
Filed2026-05-06
ADI
ANALOG DEVICES INC
8.20%
Shares66
Event2026-03-31
Filed2026-05-06
DOV
DOVER CORP
225.81%
Shares101
Event2026-03-31
Filed2026-05-06
IP
INTERNATIONAL PAPER CO
-1.01%
Shares587
Event2026-03-31
Filed2026-05-06
IEFA
ISHARES TR
-47.13%
Shares230
Event2026-03-31
Filed2026-05-06
XEL
XCEL ENERGY INC
1640.00%
Shares261
Event2026-03-31
Filed2026-05-06
ROUS
LATTICE STRATEGIES TR
0.00%
Shares350
Event2026-03-31
Filed2026-05-06
SRE
SEMPRA
186.49%
Shares212
Event2026-03-31
Filed2026-05-06
LMBS
FIRST TR EXCHANGE-TRADED FD
-6.56%
Shares413
Event2026-03-31
Filed2026-05-06
IWO
ISHARES TR
15.79%
Shares66
Event2026-03-31
Filed2026-05-06
SPDR SERIES TRUST
SPDR SERIES TRUST
2.39%
Shares214
Event2026-03-31
Filed2026-05-06
LMUB
ISHARES TR
New
Shares410
Event2026-03-31
Filed2026-05-06
IQV
IQVIA HLDGS INC
0.00%
Shares120
Event2026-03-31
Filed2026-05-06
MDLZ
MONDELEZ INTL INC
3.20%
Shares355
Event2026-03-31
Filed2026-05-06
IMCG
ISHARES TR
-1.90%
Shares258
Event2026-03-31
Filed2026-05-06
MGK
VANGUARD WORLD FD
0.00%
Shares55
Event2026-03-31
Filed2026-05-06
HGER
HARBOR ETF TRUST
New
Shares650
Event2026-03-31
Filed2026-05-06
FSIG
FIRST TR EXCHANGE-TRADED FD
-3.11%
Shares1.1K
Event2026-03-31
Filed2026-05-06
EATON CORP PLC
EATON CORP PLC
-28.21%
Shares56
Event2026-03-31
Filed2026-05-06
WM
WASTE MGMT INC DEL
-2.25%
Shares87
Event2026-03-31
Filed2026-05-06
PIMCO ETF TR
PIMCO ETF TR
New
Shares424
Event2026-03-31
Filed2026-05-06
SPYC
SIMPLIFY EXCHANGE TRADED FUN
-2.88%
Shares505
Event2026-03-31
Filed2026-05-06
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
New
Shares824
Event2026-03-31
Filed2026-05-06
XONE
BONDBLOXX ETF TRUST
73.59%
Shares401
Event2026-03-31
Filed2026-05-06
SCHX
SCHWAB STRATEGIC TR
-3.25%
Shares773
Event2026-03-31
Filed2026-05-06
FVD
FIRST TR EXCHANGE-TRADED FD
-10.83%
Shares420
Event2026-03-31
Filed2026-05-06
ETR
ENTERGY CORP NEW
75.76%
Shares174
Event2026-03-31
Filed2026-05-06
ESGU
ISHARES TR
-2.92%
Shares133
Event2026-03-31
Filed2026-05-06
VBK
VANGUARD INDEX FDS
0.00%
Shares62
Event2026-03-31
Filed2026-05-06
CNP
CENTERPOINT ENERGY INC
0.00%
Shares432
Event2026-03-31
Filed2026-05-06
FTCS
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
NFLX
NETFLIX INC.
739.13%
Shares193
Event2026-03-31
Filed2026-05-06
MET
METLIFE INC
9.62%
Shares262
Event2026-03-31
Filed2026-05-06
GWX
SPDR INDEX SHS FDS
-4.17%
Shares437
Event2026-03-31
Filed2026-05-06
SPHQ
INVESCO EXCHANGE TRADED FD T
New
Shares245
Event2026-03-31
Filed2026-05-06
SPUC
SIMPLIFY EXCHANGE TRADED FUN
-3.04%
Shares415
Event2026-03-31
Filed2026-05-06
XLY
SELECT SECTOR SPDR TR
0.00%
Shares168
Event2026-03-31
Filed2026-05-06
STWD
STARWOOD PPTY TR INC
-0.29%
Shares1.0K
Event2026-03-31
Filed2026-05-06
BLUEROCK PVT REAL ESTATE FD
BLUEROCK PVT REAL ESTATE FD
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-06
ELEVATION SERIES TRUST
ELEVATION SERIES TRUST
New
Shares860
Event2026-03-31
Filed2026-05-06
NRG
NRG ENERGY INC
0.00%
Shares120
Event2026-03-31
Filed2026-05-06
FIDU
FIDELITY COVINGTON TRUST
New
Shares201
Event2026-03-31
Filed2026-05-06
AMAT
APPLIED MATLS INC
100.00%
Shares50
Event2026-03-31
Filed2026-05-06
DBMF
LITMAN GREGORY FDS TR
-4.75%
Shares542
Event2026-03-31
Filed2026-05-06
FNF
FIDELITY NATL FINL INC
-6.17%
Shares350
Event2026-03-31
Filed2026-05-06
STLD
STEEL DYNAMICS INC
150.00%
Shares90
Event2026-03-31
Filed2026-05-06
SYY
SYSCO CORP
8.82%
Shares222
Event2026-03-31
Filed2026-05-06
CTA
SIMPLIFY EXCHANGE TRADED FUN
New
Shares521
Event2026-03-31
Filed2026-05-06
ALSN
ALLISON TRANSMISSION HLDGS I
0.00%
Shares133
Event2026-03-31
Filed2026-05-06
APH
AMPHENOL CORP
136.54%
Shares123
Event2026-03-31
Filed2026-05-06
FLJJ
AIM ETF PRODUCTS TRUST
New
Shares493
Event2026-03-31
Filed2026-05-06
QSPT
FIRST TR EXCHNG TRADED FD VI
0.00%
Shares500
Event2026-03-31
Filed2026-05-06
PHM
PULTE GROUP INC
-2.26%
Shares130
Event2026-03-31
Filed2026-05-06
CERY
SPDR SERIES TRUST
11.03%
Shares433
Event2026-03-31
Filed2026-05-06
LEN
LENNAR CORP
New
Shares174
Event2026-03-31
Filed2026-05-06
BABA
ALIBABA GROUP HLDG LTD
0.00%
Shares120
Event2026-03-31
Filed2026-05-06
GILD
GILEAD SCIENCES INC
-3.57%
Shares108
Event2026-03-31
Filed2026-05-06
EFA
ISHARES TR
-1.91%
Shares154
Event2026-03-31
Filed2026-05-06
MMC
MARSH & MCLENNAN COS INC
86.67%
Shares84
Event2026-03-31
Filed2026-05-06
TSCO
TRACTOR SUPPLY CO
0.00%
Shares320
Event2026-03-31
Filed2026-05-06
CROWN CASTLE INC
CROWN CASTLE INC
-2.23%
Shares175
Event2026-03-31
Filed2026-05-06
SGRT
TIDAL TRUST I
0.00%
Shares534
Event2026-03-31
Filed2026-05-06
XLV
SELECT SECTOR SPDR TR
0.00%
Shares96
Event2026-03-31
Filed2026-05-06
CM
CANADIAN IMPERIAL BANK OF CO
0.00%
Shares147
Event2026-03-31
Filed2026-05-06
LHX
L3HARRIS TECHNOLOGIES INC
-2.44%
Shares40
Event2026-03-31
Filed2026-05-06
DIS
DISNEY WALT CO
4.44%
Shares141
Event2026-03-31
Filed2026-05-06
CHD
CHURCH & DWIGHT CO INC
New
Shares146
Event2026-03-31
Filed2026-05-06
BIDU
BAIDU INC
0.00%
Shares120
Event2026-03-31
Filed2026-05-06
TMO
THERMO FISHER SCIENTIFIC INC
-6.90%
Shares27
Event2026-03-31
Filed2026-05-06
GSK PLC
GSK PLC
-7.00%
Shares239
Event2026-03-31
Filed2026-05-06
ATO
ATMOS ENERGY CORP
36.54%
Shares71
Event2026-03-31
Filed2026-05-06
LOW
LOWES COS INC
-6.78%
Shares55
Event2026-03-31
Filed2026-05-06
FANG
DIAMONDBACK ENERGY INC
-2.99%
Shares65
Event2026-03-31
Filed2026-05-06
SLB
SLB LIMITED
0.00%
Shares250
Event2026-03-31
Filed2026-05-06
SNX
TD SYNNEX CORPORATION
94.87%
Shares76
Event2026-03-31
Filed2026-05-06
TXN
TEXAS INSTRS INC
57.14%
Shares66
Event2026-03-31
Filed2026-05-06
FAAR
FIRST TR EXCHANGE TRAD FD VI
-8.68%
Shares368
Event2026-03-31
Filed2026-05-06
DE
DEERE & CO
-4.35%
Shares22
Event2026-03-31
Filed2026-05-06
IEX
IDEX CORP
0.00%
Shares65
Event2026-03-31
Filed2026-05-06
FMAT
FIDELITY COVINGTON TRUST
New
Shares212
Event2026-03-31
Filed2026-05-06
EMR
EMERSON ELEC CO
55.00%
Shares93
Event2026-03-31
Filed2026-05-06
AFL
AFLAC INC
-4.31%
Shares111
Event2026-03-31
Filed2026-05-06
GBTC
GRAYSCALE BITCOIN TRUST ETF
15.66%
Shares229
Event2026-03-31
Filed2026-05-06
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares61
Event2026-03-31
Filed2026-05-06
WTS
WATTS WATER TECHNOLOGIES INC
51.85%
Shares41
Event2026-03-31
Filed2026-05-06
UBER
UBER TECHNOLOGIES INC
1.86%
Shares164
Event2026-03-31
Filed2026-05-06
VRT
VERTIV HOLDINGS CO
-22.95%
Shares47
Event2026-03-31
Filed2026-05-06
EDV
VANGUARD WORLD FD
0.00%
Shares181
Event2026-03-31
Filed2026-05-06
VST
VISTRA CORP
62.50%
Shares78
Event2026-03-31
Filed2026-05-06
SGOV
ISHARES TR
182.93%
Shares116
Event2026-03-31
Filed2026-05-06
HAL
HALLIBURTON CO
1762.50%
Shares298
Event2026-03-31
Filed2026-05-06
ITA
ISHARES TR
0.00%
Shares53
Event2026-03-31
Filed2026-05-06
BP
BP PLC
0.00%
Shares245
Event2026-03-31
Filed2026-05-06
CNA
CNA FINL CORP
161.05%
Shares248
Event2026-03-31
Filed2026-05-06
UNP
UNION PAC CORP
35.29%
Shares46
Event2026-03-31
Filed2026-05-06
CEG
CONSTELLATION ENERGY CORP
0.00%
Shares40
Event2026-03-31
Filed2026-05-06
FMF
FIRST TR EXCHANGE-TRADED FD
-11.34%
Shares219
Event2026-03-31
Filed2026-05-06
TMHC
TAYLOR MORRISON HOME CORP
0.00%
Shares190
Event2026-03-31
Filed2026-05-06
PPC
PILGRIMS PRIDE CORP
-7.35%
Shares290
Event2026-03-31
Filed2026-05-06
VRSN
VERISIGN INC
144.44%
Shares44
Event2026-03-31
Filed2026-05-06
SNA
SNAP ON INC
New
Shares30
Event2026-03-31
Filed2026-05-06
USMV
ISHARES TR
-35.36%
Shares117
Event2026-03-31
Filed2026-05-06
MGV
VANGUARD WORLD FD
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
NATIONAL GRID PLC
NATIONAL GRID PLC
-5.19%
Shares128
Event2026-03-31
Filed2026-05-06
SPYV
SPDR SERIES TRUST
0.00%
Shares190
Event2026-03-31
Filed2026-05-06
QSR
RESTAURANT BRANDS INTL INC
0.00%
Shares145
Event2026-03-31
Filed2026-05-06
MDYG
SPDR SERIES TRUST
1111.11%
Shares109
Event2026-03-31
Filed2026-05-06
KBH
KB HOME
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
INCY
INCYTE CORP
-14.17%
Shares109
Event2026-03-31
Filed2026-05-06
FTGS
FIRST TR EXCHANGE-TRADED FD
-11.47%
Shares301
Event2026-03-31
Filed2026-05-06
JBHT
HUNT J B TRANS SVCS INC
0.00%
Shares48
Event2026-03-31
Filed2026-05-06
CPB
THE CAMPBELLS COMPANY
New
Shares456
Event2026-03-31
Filed2026-05-06
SJNK
SPDR SERIES TRUST
0.00%
Shares400
Event2026-03-31
Filed2026-05-06
YUM
YUM BRANDS INC
0.00%
Shares63
Event2026-03-31
Filed2026-05-06
BWA
BORGWARNER INC
0.00%
Shares179
Event2026-03-31
Filed2026-05-06
FUTY
FIDELITY COVINGTON TRUST
New
Shares164
Event2026-03-31
Filed2026-05-06
FNX
FIRST TR EXCHANGE-TRADED ALP
0.00%
Shares75
Event2026-03-31
Filed2026-05-06
TOTALENERGIES SE
TOTALENERGIES SE
-1.89%
Shares104
Event2026-03-31
Filed2026-05-06
WSO
WATSCO INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-06
FDIS
FIDELITY COVINGTON TRUST
New
Shares101
Event2026-03-31
Filed2026-05-06
OXY
OCCIDENTAL PETE CORP
0.00%
Shares143
Event2026-03-31
Filed2026-05-06
EW
EDWARDS LIFESCIENCES CORP
0.00%
Shares116
Event2026-03-31
Filed2026-05-06
CMCSA
COMCAST CORP NEW
54.41%
Shares315
Event2026-03-31
Filed2026-05-06
UTHR
UNITED THERAPEUTICS CORP DEL
New
Shares15
Event2026-03-31
Filed2026-05-06
CCL
CARNIVAL CORP
-2.58%
Shares340
Event2026-03-31
Filed2026-05-06
AMGN
AMGEN INC
56.25%
Shares25
Event2026-03-31
Filed2026-05-06
BOOT
BOOT BARN HLDGS INC
0.00%
Shares60
Event2026-03-31
Filed2026-05-06
TS
TENARIS S A
0.00%
Shares150
Event2026-03-31
Filed2026-05-06
MCO
MOODYS CORP
900.00%
Shares20
Event2026-03-31
Filed2026-05-06
COLB
COLUMBIA BKG SYS INC
-48.54%
Shares318
Event2026-03-31
Filed2026-05-06
FLDR
FIDELITY MERRIMACK STR TR
652.17%
Shares173
Event2026-03-31
Filed2026-05-06
FXR
FIRST TR EXCHANGE-TRADED FD
0.00%
Shares104
Event2026-03-31
Filed2026-05-06
BBDC
BARINGS BDC INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-06
COPX
GLOBAL X FDS
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
RSG
REPUBLIC SVCS INC
New
Shares38
Event2026-03-31
Filed2026-05-06
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-20.59%
Shares135
Event2026-03-31
Filed2026-05-06
SPMD
SPDR SERIES TRUST
18.80%
Shares139
Event2026-03-31
Filed2026-05-06
CIBR
FIRST TR EXCHANGE-TRADED FD
-2.99%
Shares130
Event2026-03-31
Filed2026-05-06
SYSB
ISHARES TR
0.00%
Shares91
Event2026-03-31
Filed2026-05-06
URI
UNITED RENTALS INC
0.00%
Shares11
Event2026-03-31
Filed2026-05-06
JCPB
J P MORGAN EXCHANGE TRADED F
New
Shares170
Event2026-03-31
Filed2026-05-06
FISR
SSGA ACTIVE TR
0.00%
Shares309
Event2026-03-31
Filed2026-05-06
NKE
NIKE INC
-32.74%
Shares150
Event2026-03-31
Filed2026-05-06
SLYG
SPDR SERIES TRUST
-15.46%
Shares82
Event2026-03-31
Filed2026-05-06
MDYV
SPDR SERIES TRUST
New
Shares93
Event2026-03-31
Filed2026-05-06
REET
ISHARES TR
0.00%
Shares308
Event2026-03-31
Filed2026-05-06
MSCI
MSCI INC
0.00%
Shares14
Event2026-03-31
Filed2026-05-06
CMBS
ISHARES TR
881.25%
Shares157
Event2026-03-31
Filed2026-05-06
BIV
VANGUARD BD INDEX FDS
0.00%
Shares99
Event2026-03-31
Filed2026-05-06
ARKF
ARK ETF TR
0.00%
Shares200
Event2026-03-31
Filed2026-05-06
PGR
PROGRESSIVE CORP
-32.14%
Shares38
Event2026-03-31
Filed2026-05-06
SJM
SMUCKER J M CO
New
Shares77
Event2026-03-31
Filed2026-05-06
OEF
ISHARES TR
-93.56%
Shares23
Event2026-03-31
Filed2026-05-06
APD
AIR PRODUCTS AND CHEMICALS I
0.00%
Shares25
Event2026-03-31
Filed2026-05-06
VSHY
VIRTUS ETF TR II
0.00%
Shares336
Event2026-03-31
Filed2026-05-06
AXON
AXON ENTERPRISE INC
0.00%
Shares17
Event2026-03-31
Filed2026-05-06
PREF
PRINCIPAL EXCHANGE TRADED FD
0.00%
Shares373
Event2026-03-31
Filed2026-05-06
PFGC
PERFORMANCE FOOD GROUP CO
-8.99%
Shares81
Event2026-03-31
Filed2026-05-06
ALPS ETF TR
ALPS ETF TR
0.00%
Shares123
Event2026-03-31
Filed2026-05-06
NOW
SERVICENOW INC
-7.14%
Shares65
Event2026-03-31
Filed2026-05-06
VODAFONE GROUP PLC
VODAFONE GROUP PLC
-0.66%
Shares449
Event2026-03-31
Filed2026-05-06
DHR
DANAHER CORP DEL
-2.78%
Shares35
Event2026-03-31
Filed2026-05-06
ARROWHEAD PHARMACEUTICALS IN
ARROWHEAD PHARMACEUTICALS IN
New
Shares104
Event2026-03-31
Filed2026-05-06
NFLT
ETFIS SER TR I
0.00%
Shares284
Event2026-03-31
Filed2026-05-06
EEM
ISHARES TR
0.00%
Shares110
Event2026-03-31
Filed2026-05-06
MTB
M & T BK CORP
25.00%
Shares30
Event2026-03-31
Filed2026-05-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Quest 10 Wealth Builders, Inc. Institutional Holdings, Portfolio & P&L β€” TradeFomo