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The Analysis of Regal Investment Advisors LLC's Holdings & P&L

Currently, Regal Investment Advisors LLC holds 653 types of securities in its portfolio with a total value $1.7B. In the most recent quarter, they have increased their positions in EFG (+74.5K shares, valued at $8.3M), IVV (+11.1K shares, valued at $7.2M), GOVT (+255.8K shares, valued at $5.9M); decreased their positions in OEF (-38.9K shares, valued at $12.4M), MU (-12.4K shares, valued at $4.2M), N/A (-32.7K shares, valued at $2.9M); initiated new positions in IDEF (+175.2K shares, valued at $5.7M), BLCR (+135.9K shares, valued at $5.6M), ZM (+27.8K shares, valued at $2.2M).

1M P&L

+36.4M+2.23%

3M P&L

-105.2M-5.92%

HY P&L

-15.6M-0.93%

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/A1.1B

69.8%

2Drug Manufacturers - General47.7M

3.1%

3Semiconductors37.1M

2.4%

Top Industries by Stock Count

1N/A339 stocks

62.0%

2Software - Application10 stocks

1.8%

3Utilities - Regulated Electric9 stocks

1.6%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR135.3K shares8.90%2026-03-312026-05-14

AAPL APPLE INC127.2K shares-0.21%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR54.9K shares-1.20%2026-03-312026-05-14

SPY STATE STR SPDR S&P 500 ETF T46.7K shares-2.74%2026-03-312026-05-14

SCHD SCHWAB STRATEGIC TR908.8K shares-5.93%2026-03-312026-05-14

LQD ISHARES TR244.6K shares4.84%2026-03-312026-05-14

FTCS FIRST TR EXCHANGE-TRADED FD271.9K shares1.69%2026-03-312026-05-14

NVDA NVIDIA CORPORATION133.1K shares-0.33%2026-03-312026-05-14

Sponsored

VUG VANGUARD INDEX FDS52.8K shares5.64%2026-03-312026-05-14

IUSB ISHARES TR492.8K shares9.79%2026-03-312026-05-14

MSFT MICROSOFT CORP60.3K shares10.53%2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS312.9K shares-3.34%2026-03-312026-05-14

IVE ISHARES TR94.9K shares-6.93%2026-03-312026-05-14

IVW ISHARES TR168.9K shares8.50%2026-03-312026-05-14

IEMG ISHARES INC253.3K shares-7.51%2026-03-312026-05-14

JNJ JOHNSON & JOHNSON69.2K shares-3.59%2026-03-312026-05-14

Sponsored

DYNF BLACKROCK ETF TRUST285.2K shares-12.73%2026-03-312026-05-14

ABBV ABBVIE INC71.9K shares-0.64%2026-03-312026-05-14

IJR ISHARES TR122.2K shares-0.00%2026-03-312026-05-14

EFV ISHARES TR203.2K shares3.19%2026-03-312026-05-14

IEFA ISHARES TR165.9K shares5.98%2026-03-312026-05-14

VYMI VANGUARD WHITEHALL FDS151.9K shares-4.91%2026-03-312026-05-14

CVX CHEVRON CORPORATION65.1K shares6.89%2026-03-312026-05-14

VTI VANGUARD INDEX FDS41.6K shares3.68%2026-03-312026-05-14

Sponsored

VWO VANGUARD INTL EQUITY INDEX F236.1K shares-2.39%2026-03-312026-05-14

VIG VANGUARD SPECIALIZED FUNDS57.5K shares-1.82%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC227.8K shares8.69%2026-03-312026-05-14

MUB ISHARES TR103.8K shares10.01%2026-03-312026-05-14

PWB INVESCO EXCHANGE TRADED FD T86.8K shares-0.99%2026-03-312026-05-14

PFE PFIZER INC387.3K shares5.67%2026-03-312026-05-14

PG PROCTER & GAMBLE CO73.9K shares0.09%2026-03-312026-05-14

BUFR FIRST TR EXCHNG TRADED FD VI315.5K shares6.38%2026-03-312026-05-14

Sponsored

FV FIRST TR EXCHANGE TRADED FD173.9K shares2.62%2026-03-312026-05-14

T AT&T INC359.8K shares4.02%2026-03-312026-05-14

GSLC GOLDMAN SACHS ETF TR81.6K shares-14.45%2026-03-312026-05-14

WMT WALMART INC80.2K shares-1.11%2026-03-312026-05-14

QUAL ISHARES TR51.5K shares7.88%2026-03-312026-05-14

MO ALTRIA GROUP INC148.8K shares-1.36%2026-03-312026-05-14

PWV INVESCO EXCHANGE TRADED FD T137.2K shares1.09%2026-03-312026-05-14

GOVT ISHARES TR413.3K shares162.43%2026-03-312026-05-14

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VANGUARD INDEX FDS VANGUARD INDEX FDS15.5K shares1.00%2026-03-312026-05-14

MTUM ISHARES TR38.5K shares7.56%2026-03-312026-05-14

EMR EMERSON ELEC CO70.0K shares0.46%2026-03-312026-05-14

EFG ISHARES TR82.2K shares969.39%2026-03-312026-05-14

VOE VANGUARD INDEX FDS49.4K shares2.48%2026-03-312026-05-14

XOM EXXON MOBIL CORP52.2K shares18.04%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC101.5K shares2.92%2026-03-312026-05-14

EEM ISHARES TR148.0K shares18.04%2026-03-312026-05-14

Sponsored

AMZN AMAZON COM INC40.3K shares4.04%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS34.6K shares5.93%2026-03-312026-05-14

TLH ISHARES TR82.7K shares-13.06%2026-03-312026-05-14

BAI BLACKROCK ETF TRUST247.4K shares5.47%2026-03-312026-05-14

BSV VANGUARD BD INDEX FDS102.6K shares18.91%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T174.9K shares0.61%2026-03-312026-05-14

GTO INVESCO ACTIVELY MANAGED EXC170.8K shares4.15%2026-03-312026-05-14

KO COCA COLA CO104.8K shares1.99%2026-03-312026-05-14

Sponsored

THRO BLACKROCK ETF TRUST212.4K shares10.76%2026-03-312026-05-14

GLD SPDR GOLD TR17.8K shares-1.87%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR57.4K shares2.58%2026-03-312026-05-14

SPYM SPDR SERIES TRUST99.0K shares-2.45%2026-03-312026-05-14

DIVO AMPLIFY ETF TR165.1K shares-2.11%2026-03-312026-05-14

MBB ISHARES TR77.9K shares1.36%2026-03-312026-05-14

VOT VANGUARD INDEX FDS28.5K shares5.98%2026-03-312026-05-14

PFF ISHARES TR240.7K shares3.79%2026-03-312026-05-14

Sponsored

AGG ISHARES TR72.2K shares7.34%2026-03-312026-05-14

XLU SELECT SECTOR SPDR TR155.8K shares2.74%2026-03-312026-05-14

ALPHABET INC ALPHABET INC23.9K shares5.38%2026-03-312026-05-14

COST COSTCO WHOLESALE CORPORATION6.7K shares25.07%2026-03-312026-05-14

MCD MCDONALDS CORP20.8K shares-0.07%2026-03-312026-05-14

VNQ VANGUARD INDEX FDS72.2K shares8.77%2026-03-312026-05-14

BDYN BLACKROCK ETF TRUST263.0K shares6.70%2026-03-312026-05-14

IJH ISHARES TR94.4K shares-6.50%2026-03-312026-05-14

Sponsored

AFL AFLAC INC56.1K shares-4.89%2026-03-312026-05-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW46.6K shares2.53%2026-03-312026-05-14

CINF CINCINNATI FINL CORP38.3K shares2.19%2026-03-312026-05-14

FDN FIRST TR EXCHANGE-TRADED FD25.5K shares-1.09%2026-03-312026-05-14

BINC BLACKROCK ETF TRUST II112.5K shares-7.99%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR94.6K shares10.49%2026-03-312026-05-14

ALPHABET INC ALPHABET INC20.2K shares10.29%2026-03-312026-05-14

XLF SELECT SECTOR SPDR TR116.9K shares-6.35%2026-03-312026-05-14

Sponsored

IDEF BLACKROCK ETF TRUST175.2K sharesnew addition2026-03-312026-05-14

VIXM PROSHARES TR II332.9K shares661.37%2026-03-312026-05-14

BLCR BLACKROCK ETF TRUST135.9K sharesnew addition2026-03-312026-05-14

VBR VANGUARD INDEX FDS25.0K shares1.36%2026-03-312026-05-14

SCHG SCHWAB STRATEGIC TR180.8K shares-8.98%2026-03-312026-05-14

FLOT ISHARES TR103.1K shares5.14%2026-03-312026-05-14

WM WASTE MGMT INC DEL22.8K shares9.23%2026-03-312026-05-14

RPRX ROYALTY PHARMA PLC107.0K shares-5.64%2026-03-312026-05-14

Sponsored

TGT TARGET CORP42.0K shares-0.76%2026-03-312026-05-14

JPM JPMORGAN CHASE & CO17.3K shares-0.94%2026-03-312026-05-14

VO VANGUARD INDEX FDS17.6K shares-1.45%2026-03-312026-05-14

CSCO CISCO SYS INC64.8K shares4.33%2026-03-312026-05-14

ACIO ETF SER SOLUTIONS117.5K shares2.99%2026-03-312026-05-14

IAGG ISHARES TR97.9K shares10.17%2026-03-312026-05-14

FLTR VANECK ETF TRUST191.5K shares1.25%2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL10.2K shares2.09%2026-03-312026-05-14

Sponsored

SLB SLB LIMITED93.3K shares1.42%2026-03-312026-05-14

IGSB ISHARES TR90.8K shares0.32%2026-03-312026-05-14

PEP PEPSICO INC30.5K shares5.78%2026-03-312026-05-14

SHV ISHARES TR42.5K shares175.92%2026-03-312026-05-14

BROADCOM INC BROADCOM INC15.0K shares-0.56%2026-03-312026-05-14

IVOL KRANESHARES TRUST247.1K shares2.62%2026-03-312026-05-14

AEP AMERICAN ELEC PWR CO INC35.1K shares5.64%2026-03-312026-05-14

VSS VANGUARD INTL EQUITY INDEX F31.0K shares1.90%2026-03-312026-05-14

Sponsored

BARRICK MNG CORP BARRICK MNG CORP109.3K shares0.32%2026-03-312026-05-14

FLTB FIDELITY MERRIMACK STR TR87.6K shares3.76%2026-03-312026-05-14

EOG EOG RES INC29.3K shares-7.19%2026-03-312026-05-14

FAUG FIRST TR EXCHNG TRADED FD VI81.8K shares-10.43%2026-03-312026-05-14

ODFL OLD DOMINION FREIGHT LINE IN21.5K shares1.10%2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS63.9K shares2.04%2026-03-312026-05-14

FANG DIAMONDBACK ENERGY INC20.9K shares-16.98%2026-03-312026-05-14

SPDR SERIES TRUST SPDR SERIES TRUST42.6K shares1.50%2026-03-312026-05-14

Sponsored

CORPAY INC CORPAY INC13.8K shares0.25%2026-03-312026-05-14

TOL TOLL BROTHERS INC29.1K shares0.84%2026-03-312026-05-14

SDVY FIRST TR EXCHANGE TRADED FD100.1K shares18.83%2026-03-312026-05-14

BDVL BLACKROCK ETF TRUST160.0K shares-1.62%2026-03-312026-05-14

QQQM INVESCO EXCH TRADED FD TR II16.6K shares19.75%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC11.6K shares19.14%2026-03-312026-05-14

SPMO INVESCO EXCH TRADED FD TR II34.7K shares84.49%2026-03-312026-05-14

VRIG INVESCO ACTIVELY MANAGED EXC152.3K shares-5.33%2026-03-312026-05-14

Sponsored

IWF ISHARES TR8.7K shares0.03%2026-03-312026-05-14

DEM WISDOMTREE TR74.6K shares-4.67%2026-03-312026-05-14

OEF ISHARES TR11.5K shares-77.11%2026-03-312026-05-14

VXUS VANGUARD STAR FDS47.4K shares-3.10%2026-03-312026-05-14

ETR ENTERGY CORP NEW32.5K shares17.99%2026-03-312026-05-14

FYX FIRST TR EXCHANGE-TRADED ALP30.5K shares0.01%2026-03-312026-05-14

DRSK ETF SER SOLUTIONS132.6K shares5.08%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T18.5K shares7.88%2026-03-312026-05-14

Sponsored

LZB LA Z BOY INC109.9K shares0.00%2026-03-312026-05-14

IWC ISHARES TR21.7K shares0.00%2026-03-312026-05-14

ED CONSOLIDATED EDISON INC30.4K shares-2.78%2026-03-312026-05-14

VB VANGUARD INDEX FDS13.1K shares26.69%2026-03-312026-05-14

VXF VANGUARD INDEX FDS16.6K shares-2.34%2026-03-312026-05-14

LLY ELI LILLY & CO3.7K shares9.57%2026-03-312026-05-14

GNR SPDR INDEX SHS FDS45.5K shares-5.78%2026-03-312026-05-14

META META PLATFORMS INC5.9K shares12.93%2026-03-312026-05-14

Sponsored

ELV ELEVANCE HEALTH INC FORMERLY11.3K shares0.33%2026-03-312026-05-14

MERCK & CO INC MERCK & CO INC26.9K shares1.68%2026-03-312026-05-14

IDUB ETF SER SOLUTIONS129.0K shares2.29%2026-03-312026-05-14

VYM VANGUARD WHITEHALL FDS21.1K shares37.37%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR37.5K shares6.81%2026-03-312026-05-14

ULTA ULTA BEAUTY INC5.8K shares-9.82%2026-03-312026-05-14

ISHARES GOLD TR ISHARES GOLD TR34.0K shares-49.01%2026-03-312026-05-14

ALPS ETF TR ALPS ETF TR56.8K shares-3.09%2026-03-312026-05-14

Sponsored

XLI SELECT SECTOR SPDR TR18.3K shares3.65%2026-03-312026-05-14

XLV SELECT SECTOR SPDR TR20.2K shares4.07%2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP10.5K shares79.34%2026-03-312026-05-14

GDX VANECK ETF TRUST31.7K shares-10.51%2026-03-312026-05-14

FIS FIDELITY NATL INFORMATION SV60.2K shares5.97%2026-03-312026-05-14

LAM RESEARCH CORP LAM RESEARCH CORP13.2K shares4.31%2026-03-312026-05-14

BIL SPDR SERIES TRUST30.8K shares76.52%2026-03-312026-05-14

BLDR BUILDERS FIRSTSOURCE INC34.1K shares1.25%2026-03-312026-05-14

Sponsored

KMI KINDER MORGAN INC DEL82.7K shares0.03%2026-03-312026-05-14

IYW ISHARES TR15.3K shares-1.24%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS32.4K shares0.19%2026-03-312026-05-14

STIP ISHARES TR25.9K shares2.77%2026-03-312026-05-14

DGRW WISDOMTREE TR30.5K shares-0.10%2026-03-312026-05-14

XLC SELECT SECTOR SPDR TR24.1K shares0.99%2026-03-312026-05-14

V VISA INC8.8K shares46.03%2026-03-312026-05-14

BF.B BROWN FORMAN CORP100.6K shares99.30%2026-03-312026-05-14

Sponsored

FDS FACTSET RESH SYS INC12.2K shares63.17%2026-03-312026-05-14

SMH VANECK ETF TRUST6.9K shares2.12%2026-03-312026-05-14

GNRC GENERAC HLDGS INC13.5K shares-14.51%2026-03-312026-05-14

JBND J P MORGAN EXCHANGE TRADED F48.8K shares16.29%2026-03-312026-05-14

JEPI J P MORGAN EXCHANGE TRADED F46.2K shares0.79%2026-03-312026-05-14

TDIV FIRST TR EXCHANGE TRADED FD27.8K shares-0.24%2026-03-312026-05-14

FTA FIRST TR EXCHANGE-TRADED ALP27.9K shares-0.39%2026-03-312026-05-14

GIGB GOLDMAN SACHS ETF TR55.4K shares66.40%2026-03-312026-05-14

Sponsored

GSIE GOLDMAN SACHS ETF TR58.6K shares-37.28%2026-03-312026-05-14

USMV ISHARES TR27.2K shares2.45%2026-03-312026-05-14

HEFA ISHARES TR59.3K shares-0.61%2026-03-312026-05-14

IUSV ISHARES TR24.2K shares0.00%2026-03-312026-05-14

RLY SSGA ACTIVE ETF TR68.0K shares-8.42%2026-03-312026-05-14

JPIE J P MORGAN EXCHANGE TRADED F53.3K shares11.50%2026-03-312026-05-14

SCHV SCHWAB STRATEGIC TR79.9K shares4.29%2026-03-312026-05-14

GHYB GOLDMAN SACHS ETF TR54.6K shares-22.17%2026-03-312026-05-14

Sponsored

ZTS ZOETIS INC20.4K shares1.63%2026-03-312026-05-14

FXR FIRST TR EXCHANGE-TRADED FD29.5K shares-11.26%2026-03-312026-05-14

QQQE DIREXION SHARES ETF TRUST24.0K shares2.57%2026-03-312026-05-14

FFEB FIRST TR EXCHNG TRADED FD VI41.9K shares-2.31%2026-03-312026-05-14

VTIP VANGUARD MALVERN FDS46.6K shares-20.09%2026-03-312026-05-14

OSCV ETF SER SOLUTIONS58.2K shares4.21%2026-03-312026-05-14

ESGU ISHARES TR15.8K shares-0.86%2026-03-312026-05-14

ZM ZOOM COMMUNICATIONS INC27.8K sharesnew addition2026-03-312026-05-14

Sponsored

SHM SPDR SERIES TRUST46.3K shares2.26%2026-03-312026-05-14

VTV VANGUARD INDEX FDS11.3K shares-4.81%2026-03-312026-05-14

SPYD SPDR SERIES TRUST48.4K shares-2.55%2026-03-312026-05-14

TSLA TESLA INC5.9K shares2.62%2026-03-312026-05-14

SO SOUTHERN CO22.7K shares2.78%2026-03-312026-05-14

EFA ISHARES TR22.1K shares6.66%2026-03-312026-05-14

IWD ISHARES TR9.9K shares-2.47%2026-03-312026-05-14

KMB KIMBERLY-CLARK CORP21.8K shares-0.33%2026-03-312026-05-14

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD9.7K shares-5.29%2026-03-312026-05-14

SCZ ISHARES TR26.8K shares6.80%2026-03-312026-05-14

BAC BANK AMERICA CORP43.1K shares-2.13%2026-03-312026-05-14

IDV ISHARES TR48.5K shares63.02%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS27.6K shares90.04%2026-03-312026-05-14

GPIQ GOLDMAN SACHS ETF TR40.8K shares18.64%2026-03-312026-05-14

XLY SELECT SECTOR SPDR TR18.0K shares15.45%2026-03-312026-05-14

ADME ETF SER SOLUTIONS39.6K shares3.22%2026-03-312026-05-14

Sponsored

HDV ISHARES TR14.2K shares-7.18%2026-03-312026-05-14

MA MASTERCARD INCORPORATED3.8K shares17.49%2026-03-312026-05-14

TLT ISHARES TR22.0K shares15.12%2026-03-312026-05-14

VMBS VANGUARD SCOTTSDALE FDS39.2K shares6.78%2026-03-312026-05-14

SPYG SPDR SERIES TRUST18.8K shares12.43%2026-03-312026-05-14

IEUR ISHARES TR26.1K shares-10.81%2026-03-312026-05-14

SLV ISHARES SILVER TR26.9K shares-15.01%2026-03-312026-05-14

CME CME GROUP INC6.1K shares12.96%2026-03-312026-05-14

Sponsored

CLX CLOROX CO DEL17.4K shares-2.63%2026-03-312026-05-14

DUBS ETF SER SOLUTIONS49.3K shares63.29%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC8.7K shares10.63%2026-03-312026-05-14

IJT ISHARES TR12.1K shares3.44%2026-03-312026-05-14

IVLU ISHARES TR44.0K sharesnew addition2026-03-312026-05-14

EWX SPDR INDEX SHS FDS26.2K shares1.79%2026-03-312026-05-14

TCAF T ROWE PRICE ETF INC48.4K shares-2.51%2026-03-312026-05-14

SHY ISHARES TR20.7K shares-9.34%2026-03-312026-05-14

Sponsored

GSUS GOLDMAN SACHS ETF TR18.8K shares-0.12%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS33.2K shares-7.32%2026-03-312026-05-14

HYMB SPDR SERIES TRUST66.0K shares4.27%2026-03-312026-05-14

LOW LOWES COS INC6.9K shares-2.73%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN8.0K shares-1.68%2026-03-312026-05-14

ABT ABBOTT LABORATORIES15.8K shares16.54%2026-03-312026-05-14

FXU FIRST TR EXCHANGE-TRADED FD32.5K shares6.16%2026-03-312026-05-14

ACM AECOM19.0K shares-1.80%2026-03-312026-05-14

Sponsored

DEFR ETF SER SOLUTIONS59.7K shares2.42%2026-03-312026-05-14

AMGN AMGEN INC4.4K shares-11.56%2026-03-312026-05-14

SPYI NEOS ETF TRUST31.5K sharesnew addition2026-03-312026-05-14

DVY ISHARES TR10.2K shares-8.06%2026-03-312026-05-14

LCTU BLACKROCK ETF TRUST22.0K shares-10.27%2026-03-312026-05-14

OKE ONEOK INC NEW16.8K shares21.78%2026-03-312026-05-14

GE AEROSPACE GE AEROSPACE5.3K shares45.19%2026-03-312026-05-14

MS MORGAN STANLEY8.9K shares2.57%2026-03-312026-05-14

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AAAU GOLDMAN SACHS PHYSICAL GOLD31.4K shares-33.26%2026-03-312026-05-14

IWM ISHARES TR5.8K shares6.70%2026-03-312026-05-14

VGT VANGUARD WORLD FD2.1K shares-2.82%2026-03-312026-05-14

CAT CATERPILLAR INC2.0K shares-1.13%2026-03-312026-05-14

ORCL ORACLE CORP9.6K shares9.86%2026-03-312026-05-14

VOOV VANGUARD ADMIRAL FDS INC6.9K shares13.95%2026-03-312026-05-14

MAR MARRIOTT INTL INC NEW4.2K sharesnew addition2026-03-312026-05-14

FTHI FIRST TR EXCHANGE TRADED FD59.2K shares6.36%2026-03-312026-05-14

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IGIB ISHARES TR25.5K shares81.28%2026-03-312026-05-14

CRWD CROWDSTRIKE HLDGS INC3.4K shares-16.07%2026-03-312026-05-14

DIS DISNEY WALT CO13.8K shares-2.09%2026-03-312026-05-14

VBK VANGUARD INDEX FDS4.3K shares7.67%2026-03-312026-05-14

EQWL INVESCO EXCHANGE TRADED FD T11.4K shares-1.18%2026-03-312026-05-14

EXPE EXPEDIA GROUP INC5.6K shares8.81%2026-03-312026-05-14

SPSM SPDR SERIES TRUST26.7K shares0.62%2026-03-312026-05-14

APH AMPHENOL CORP10.1K shares1.78%2026-03-312026-05-14

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UPSD ETF SER SOLUTIONS50.0K shares3.43%2026-03-312026-05-14

PRU PRUDENTIAL FINL INC12.7K shares-1.93%2026-03-312026-05-14

RSG REPUBLIC SVCS INC5.7K shares8.76%2026-03-312026-05-14

TXN TEXAS INSTRS INC6.3K shares-12.22%2026-03-312026-05-14

CASY CASEYS GEN STORES INC1.7K shares4.64%2026-03-312026-05-14

VNQI VANGUARD INTL EQUITY INDEX F27.2K shares3.27%2026-03-312026-05-14

AMJB JPMORGAN CHASE FINL CO LLC34.8K shares1.41%2026-03-312026-05-14

NEE NEXTERA ENERGY INC13.0K shares-4.80%2026-03-312026-05-14

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CBOE CBOE GLOBAL MKTS INC4.3K shares-17.04%2026-03-312026-05-14

AON PLC AON PLC3.7K shares25.25%2026-03-312026-05-14

SPGI S&P GLOBAL INC2.8K shares7.37%2026-03-312026-05-14

RTX RTX CORPORATION6.2K shares11.07%2026-03-312026-05-14

MPC MARATHON PETE CORP4.9K shares13.48%2026-03-312026-05-14

IEF ISHARES TR12.4K shares17.06%2026-03-312026-05-14

EMB ISHARES TR12.5K shares-59.78%2026-03-312026-05-14

HD HOME DEPOT INC3.5K shares3.55%2026-03-312026-05-14

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PDBC INVESCO ACTVELY MNGD ETC FD66.8K shares2.37%2026-03-312026-05-14

VRTX VERTEX PHARMACEUTICALS INC2.6K shares1.69%2026-03-312026-05-14

MU MICRON TECHNOLOGY INC3.4K shares-78.40%2026-03-312026-05-14

GEV GE VERNOVA INC1.3K shares18.22%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO3.5K shares-1.02%2026-03-312026-05-14

PANW PALO ALTO NETWORKS INC7.0K shares149.70%2026-03-312026-05-14

DSI ISHARES TR9.2K shares-10.47%2026-03-312026-05-14

AMAT APPLIED MATLS INC3.2K shares32.90%2026-03-312026-05-14

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WWD WOODWARD INC3.1K shares0.03%2026-03-312026-05-14

FXG FIRST TR EXCHANGE-TRADED FD17.2K shares0.00%2026-03-312026-05-14

PSX PHILLIPS 666.0K shares-18.72%2026-03-312026-05-14

IJS ISHARES TR9.2K shares2.99%2026-03-312026-05-14

CMCSA COMCAST CORP NEW37.9K shares277.36%2026-03-312026-05-14

FXO FIRST TR EXCHANGE-TRADED FD19.2K shares0.00%2026-03-312026-05-14

NOW SERVICENOW INC10.3K shares55.24%2026-03-312026-05-14

LVHI LEGG MASON ETF INVT26.4K shares-6.65%2026-03-312026-05-14

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IGE ISHARES TR16.6K sharesnew addition2026-03-312026-05-14

KRYS KRYSTAL BIOTECH INC4.0K shares-7.11%2026-03-312026-05-14

CEF SPROTT ASSET MANAGEMENT LP21.9K shares9.87%2026-03-312026-05-14

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares1.31%2026-03-312026-05-14

BMY BRISTOL-MYERS SQUIBB CO17.0K shares38.30%2026-03-312026-05-14

HPE-PC HEWLETT PACKARD ENTERPRISE C15.8K shares11.96%2026-03-312026-05-14

NFG NATIONAL FUEL GAS CO10.8K shares45.02%2026-03-312026-05-14

QMAR FIRST TR EXCHNG TRADED FD VI30.2K shares-7.72%2026-03-312026-05-14

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IWB ISHARES TR2.8K shares1.79%2026-03-312026-05-14

FMDE FIDELITY COVINGTON TRUST27.9K shares-2.80%2026-03-312026-05-14

XTL SPDR SERIES TRUST5.3K sharesnew addition2026-03-312026-05-14

MP MP MATERIALS CORP20.6K shares-1.19%2026-03-312026-05-14

HEI HEICO CORP NEW3.6K shares14.44%2026-03-312026-05-14

JUCY ETF SER SOLUTIONS44.1K shares3.43%2026-03-312026-05-14

DHR DANAHER CORP DEL5.1K shares4.53%2026-03-312026-05-14

KKR-PD KKR & CO INC23.8K shares38.91%2026-03-312026-05-14

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NFLX NETFLIX INC.10.0K shares-5.42%2026-03-312026-05-14

FDVV FIDELITY COVINGTON TRUST17.1K shares9.34%2026-03-312026-05-14

AJG GALLAGHER ARTHUR J & CO4.3K shares38.93%2026-03-312026-05-14

FTSM FIRST TR EXCHANGE-TRADED FD15.7K sharesnew addition2026-03-312026-05-14

COP CONOCOPHILLIPS7.1K shares-5.13%2026-03-312026-05-14

EMXC ISHARES INC11.9K shares-4.95%2026-03-312026-05-14

PM PHILIP MORRIS INTL INC5.7K shares-13.26%2026-03-312026-05-14

CNA CNA FINL CORP20.3K shares11.67%2026-03-312026-05-14

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RDVI FIRST TR EXCHANGE-TRADED FD36.4K shares-3.23%2026-03-312026-05-14

BLACKSTONE INC BLACKSTONE INC8.0K shares64.48%2026-03-312026-05-14

KLAC KLA CORP623 shares-29.52%2026-03-312026-05-14

TW TRADEWEB MKTS INC7.8K shares11.06%2026-03-312026-05-14

UBER UBER TECHNOLOGIES INC12.7K shares82.03%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR35.6K shares0.69%2026-03-312026-05-14

DE DEERE & CO1.6K shares1.38%2026-03-312026-05-14

HON HONEYWELL INTL INC4.0K shares43.79%2026-03-312026-05-14

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ONEQ FIDELITY COMWLTH TR10.6K shares-0.71%2026-03-312026-05-14

SPHQ INVESCO EXCHANGE TRADED FD T11.9K shares13.32%2026-03-312026-05-14

PIO INVESCO EXCH TRADED FD TR II20.5K shares15.56%2026-03-312026-05-14

ALNY ALNYLAM PHARMACEUTICALS INC2.7K shares-0.85%2026-03-312026-05-14

TTEK TETRA TECH INC NEW29.3K shares52.89%2026-03-312026-05-14

PLD PROLOGIS INC.6.6K shares-15.92%2026-03-312026-05-14

FCX FREEPORT MCMORAN INC14.7K shares4.76%2026-03-312026-05-14

SPG SIMON PPTY GROUP INC NEW4.6K shares-2.08%2026-03-312026-05-14

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BP BP PLC18.3K shares44.25%2026-03-312026-05-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.7K shares43.52%2026-03-312026-05-14

MGEE MGE ENERGY INC11.1K shares0.64%2026-03-312026-05-14

FBND FIDELITY MERRIMACK STR TR18.7K shares-3.57%2026-03-312026-05-14

TFLO ISHARES TR16.8K shares13.97%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC4.8K shares14.07%2026-03-312026-05-14

EWJ ISHARES INC9.8K shares21.61%2026-03-312026-05-14

ZETA ZETA GLOBAL HOLDINGS CORP51.5K shares-2.15%2026-03-312026-05-14

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ITOT ISHARES TR5.8K shares-1.99%2026-03-312026-05-14

ORLY OREILLY AUTOMOTIVE INC8.8K shares0.72%2026-03-312026-05-14

DIA STATE STR SPDR DOW JONES IND1.8K shares-4.76%2026-03-312026-05-14

NVS NOVARTIS AG5.3K shares5.39%2026-03-312026-05-14

UPS UNITED PARCEL SVCS INC8.3K shares7.53%2026-03-312026-05-14

WEC ENERGY GROUP INC WEC ENERGY GROUP INC7.0K shares-0.70%2026-03-312026-05-14

DIVI FRANKLIN TEMPLETON ETF TR20.0K shares-0.87%2026-03-312026-05-14

ARKK ARK ETF TR11.8K shares-6.88%2026-03-312026-05-14

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SPHY SPDR SERIES TRUST34.1K shares-23.54%2026-03-312026-05-14

SYY SYSCO CORP11.1K shares-7.42%2026-03-312026-05-14

SYSB ISHARES TR8.8K shares3.23%2026-03-312026-05-14

AGNC AGNC INVT CORP78.4K shares-9.32%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR15.7K sharesnew addition2026-03-312026-05-14

CGGR CAPITAL GROUP GROWTH ETF19.4K shares39.55%2026-03-312026-05-14

JXN JACKSON FINANCIAL INC7.3K shares-0.18%2026-03-312026-05-14

SOXX ISHARES TR2.3K shares31.45%2026-03-312026-05-14

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ICSH ISHARES TR15.2K shares-6.67%2026-03-312026-05-14

SNY SANOFI SA16.0K shares32.31%2026-03-312026-05-14

BTI BRITISH AMERN TOB PLC13.2K shares7.38%2026-03-312026-05-14

USXF ISHARES TR13.9K shares-3.04%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F15.1K shares-8.38%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F9.2K shares29.34%2026-03-312026-05-14

MOAT VANECK ETF TRUST7.8K shares8.41%2026-03-312026-05-14

BA BOEING CO3.8K shares-4.04%2026-03-312026-05-14

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TAK TAKEDA PHARMACEUTICAL CO LTD40.8K shares42.18%2026-03-312026-05-14

PULS PGIM ETF TR15.2K shares0.95%2026-03-312026-05-14

HEGD LISTED FDS TR30.5K sharesnew addition2026-03-312026-05-14

QQXT FIRST TR EXCHANGE-TRADED FD7.7K shares-6.28%2026-03-312026-05-14

CGBL CAPITAL GROUP CORE BALANCED21.7K shares42.49%2026-03-312026-05-14

TRPA HARTFORD FDS EXCHANGE TRADED19.0K shares-24.63%2026-03-312026-05-14

AIRR FIRST TR EXCHANGE TRADED FD6.7K shares11.71%2026-03-312026-05-14

MET METLIFE INC10.3K shares-2.33%2026-03-312026-05-14

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NTRA NATERA INC3.6K shares-0.38%2026-03-312026-05-14

IYH ISHARES TR11.7K shares-2.30%2026-03-312026-05-14

TIP ISHARES TR6.6K shares0.85%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS15.0K shares7.45%2026-03-312026-05-14

ESGE ISHARES INC15.8K shares-14.13%2026-03-312026-05-14

FDIS FIDELITY COVINGTON TRUST7.7K shares-19.84%2026-03-312026-05-14

MOS MOSAIC CO28.1K shares66.87%2026-03-312026-05-14

IMCG ISHARES TR8.9K shares8.58%2026-03-312026-05-14

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VLUE ISHARES TR4.9K sharesnew addition2026-03-312026-05-14

BE BLOOM ENERGY CORP5.1K sharesnew addition2026-03-312026-05-14

COIN COINBASE GLOBAL INC3.9K shares11.06%2026-03-312026-05-14

O REALTY INCOME CORP11.1K shares33.72%2026-03-312026-05-14

FXH FIRST TR EXCHANGE-TRADED FD6.2K shares0.00%2026-03-312026-05-14

SCHQ SCHWAB STRATEGIC TR21.4K shares-29.20%2026-03-312026-05-14

BFC BANK FIRST CORP5.0K shares0.00%2026-03-312026-05-14

VRSK VERISK ANALYTICS INC3.5K shares50.99%2026-03-312026-05-14

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CGCV CAPITAL GROUP CONSERVATIVE E22.2K shares13.53%2026-03-312026-05-14

RING ISHARES INC8.3K shares-5.63%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC1.8K shares1.85%2026-03-312026-05-14

EMLP FIRST TR EXCHANGE-TRADED FD14.9K shares-1.98%2026-03-312026-05-14

CB CHUBB LTD SWITZ2.0K shares6.93%2026-03-312026-05-14

F FORD MTR CO56.0K shares-5.06%2026-03-312026-05-14

ICLO INVESCO ACTIVELY MANAGED EXC25.2K shares10.02%2026-03-312026-05-14

GCOR GOLDMAN SACHS ETF TR15.4K shares1.76%2026-03-312026-05-14

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GLW CORNING INC4.7K shares-12.62%2026-03-312026-05-14

NOBL PROSHARES TR5.9K shares0.66%2026-03-312026-05-14

FEX FIRST TR EXCHANGE-TRADED ALP5.1K shares0.02%2026-03-312026-05-14

ITB ISHARES TR6.9K shares0.70%2026-03-312026-05-14

CVSB MORGAN STANLEY ETF TRUST12.3K sharesnew addition2026-03-312026-05-14

MDU MDU RES GROUP INC29.8K shares36.80%2026-03-312026-05-14

UNILEVER PLC UNILEVER PLC10.8K shares20.27%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR24.8K shares0.45%2026-03-312026-05-14

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JVAL J P MORGAN EXCHANGE TRADED F12.4K shares3.01%2026-03-312026-05-14

VEEV VEEVA SYS INC3.5K shares25.24%2026-03-312026-05-14

BUNGE GLOBAL SA BUNGE GLOBAL SA4.8K shares25.94%2026-03-312026-05-14

FIW FIRST TR EXCHANGE-TRADED FD5.9K shares3.97%2026-03-312026-05-14

BMRN BIOMARIN PHARMACEUTICAL INC10.6K sharesnew addition2026-03-312026-05-14

ROCKET LAB CORP ROCKET LAB CORP9.3K shares63.12%2026-03-312026-05-14

FDL FIRST TR EXCHANGE-TRADED FD11.6K shares-0.91%2026-03-312026-05-14

IXUS ISHARES TR6.8K shares-10.12%2026-03-312026-05-14

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FDX FEDEX CORP1.6K shares8.55%2026-03-312026-05-14

VV VANGUARD INDEX FDS1.9K shares-1.76%2026-03-312026-05-14

SGOV ISHARES TR5.6K sharesnew addition2026-03-312026-05-14

STLD STEEL DYNAMICS INC3.1K shares0.26%2026-03-312026-05-14

JAAA JANUS DETROIT STR TR11.0K sharesnew addition2026-03-312026-05-14

UNH UNITEDHEALTH GROUP INC2.0K shares-55.53%2026-03-312026-05-14

SBUX STARBUCKS CORP6.1K shares-7.23%2026-03-312026-05-14

CITIGROUP INC CITIGROUP INC4.8K shares-0.13%2026-03-312026-05-14

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XONE BONDBLOXX ETF TRUST10.9K shares-38.03%2026-03-312026-05-14

QCOM QUALCOMM INC4.2K shares-2.44%2026-03-312026-05-14

IYR ISHARES TR5.7K shares2.52%2026-03-312026-05-14

RIVN RIVIAN AUTOMOTIVE INC35.8K shares-3.96%2026-03-312026-05-14

MGK VANGUARD WORLD FD1.5K shares-74.53%2026-03-312026-05-14

FNDX SCHWAB STRATEGIC TR19.2K shares5.85%2026-03-312026-05-14

MBWM MERCANTILE BK CORP10.6K shares0.00%2026-03-312026-05-14

GS GOLDMAN SACHS GROUP INC628 shares-1.26%2026-03-312026-05-14

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ISPY PROSHARES TR12.1K shares0.00%2026-03-312026-05-14

EOT EATON VANCE NATL MUN OPPORT30.7K shares16.20%2026-03-312026-05-14

CGDG CAPITAL GROUP DIVIDEND GROWE14.6K shares92.94%2026-03-312026-05-14

SPYV SPDR SERIES TRUST9.2K shares-2.06%2026-03-312026-05-14

AOA ISHARES TR5.9K shares7.27%2026-03-312026-05-14

DRS LEONARDO DRS INC11.7K sharesnew addition2026-03-312026-05-14

FXL FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-05-14

PPA INVESCO EXCHANGE TRADED FD T3.1K shares44.29%2026-03-312026-05-14

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PSMT PRICESMART INC3.4K shares9.81%2026-03-312026-05-14

PI IMPINJ INC5.0K shares5.90%2026-03-312026-05-14

VRT VERTIV HOLDINGS CO2.0K shares-2.54%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II10.2K shares0.99%2026-03-312026-05-14

WPM WHEATON PRECIOUS METALS CORP3.9K shares-0.95%2026-03-312026-05-14

SPDW SPDR INDEX SHS FDS11.0K sharesnew addition2026-03-312026-05-14

USIG ISHARES TR9.8K shares0.88%2026-03-312026-05-14

ARISTA NETWORKS INC ARISTA NETWORKS INC4.1K shares0.62%2026-03-312026-05-14

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BLACKROCK INC BLACKROCK INC517 shares0.19%2026-03-312026-05-14

MAGS LISTED FDS TR8.5K shares1.50%2026-03-312026-05-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD29.3K shares-14.39%2026-03-312026-05-14

CGGO CAPITAL GROUP GBL GROWTH EQT14.6K sharesnew addition2026-03-312026-05-14

ACVF ETF OPPORTUNITIES TRUST10.1K shares0.00%2026-03-312026-05-14

FITB FIFTH THIRD BANCORP10.4K shares22.74%2026-03-312026-05-14

FNDF SCHWAB STRATEGIC TR9.8K shares-0.91%2026-03-312026-05-14

DVYE ISHARES INC13.8K shares17.43%2026-03-312026-05-14

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NKE NIKE INC9.0K shares-11.50%2026-03-312026-05-14

EVUS ISHARES TR14.9K shares-15.12%2026-03-312026-05-14

TDTF FLEXSHARES TR19.6K shares-3.70%2026-03-312026-05-14

HYDB ISHARES TR10.1K shares-34.18%2026-03-312026-05-14

SUSC ISHARES TR20.4K shares-5.19%2026-03-312026-05-14

CAH CARDINAL HEALTH INC2.2K shares-33.22%2026-03-312026-05-14

LMUB ISHARES TR9.4K sharesnew addition2026-03-312026-05-14

NUE NUCOR CORP2.8K shares-1.08%2026-03-312026-05-14

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DBEF DBX ETF TR9.4K sharesnew addition2026-03-312026-05-14

DGRO ISHARES TR6.6K shares12.54%2026-03-312026-05-14

SNA SNAP ON INC1.3K shares0.00%2026-03-312026-05-14

SPIB SPDR SERIES TRUST13.6K shares-19.94%2026-03-312026-05-14

GSK PLC GSK PLC8.2K shares12.94%2026-03-312026-05-14

MUNI PIMCO ETF TR8.7K shares0.00%2026-03-312026-05-14

RYLD GLOBAL X FDS29.5K sharesnew addition2026-03-312026-05-14

WFC WELLS FARGO & CO5.5K shares0.29%2026-03-312026-05-14

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NLR VANECK ETF TRUST3.3K shares14.53%2026-03-312026-05-14

FELC FIDELITY COVINGTON TRUST12.0K shares2.75%2026-03-312026-05-14

FFLG FIDELITY COVINGTON TRUST15.5K shares70.08%2026-03-312026-05-14

AIQ GLOBAL X FDS9.2K shares-0.64%2026-03-312026-05-14

IWP ISHARES TR3.4K shares8.42%2026-03-312026-05-14

GLDM WORLD GOLD TR4.6K shares40.18%2026-03-312026-05-14

SHLD GLOBAL X FDS6.0K shares26.61%2026-03-312026-05-14

FELG FIDELITY COVINGTON TRUST11.2K shares0.05%2026-03-312026-05-14

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JCPB J P MORGAN EXCHANGE TRADED F8.9K shares15.53%2026-03-312026-05-14

HYGV FLEXSHARES TR10.5K shares-51.42%2026-03-312026-05-14

PWR QUANTA SVCS INC762 shares1.20%2026-03-312026-05-14

IETC ISHARES U S ETF TR4.7K shares10.03%2026-03-312026-05-14

ESGD ISHARES TR4.3K shares0.42%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST10.6K shares0.00%2026-03-312026-05-14

RPV INVESCO EXCHANGE TRADED FD T3.8K shares3.71%2026-03-312026-05-14

WDAY WORKDAY INC3.2K shares85.30%2026-03-312026-05-14

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INTC INTEL CORP9.3K shares32.01%2026-03-312026-05-14

MMM 3M CO2.8K shares-12.56%2026-03-312026-05-14

DMXF ISHARES TR5.4K sharesnew addition2026-03-312026-05-14

CRDO CREDO TECHNOLOGY GROUP HOLDI4.3K sharesnew addition2026-03-312026-05-14

VOOG VANGUARD ADMIRAL FDS INC989 shares6.57%2026-03-312026-05-14

XMHQ INVESCO EXCHANGE TRADED FD T3.9K shares-19.47%2026-03-312026-05-14

PCAR PACCAR INC3.4K sharesnew addition2026-03-312026-05-14

AXP AMERICAN EXPRESS CO1.3K shares-11.38%2026-03-312026-05-14

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD5.7K sharesnew addition2026-03-312026-05-14

MFSV MFS ACTIVE EXCHANGE TRADED F14.5K sharesnew addition2026-03-312026-05-14

MINT PIMCO ETF TR3.9K shares-13.75%2026-03-312026-05-14

THE CIGNA GROUP THE CIGNA GROUP1.5K shares1.47%2026-03-312026-05-14

HUBS HUBSPOT INC1.6K shares19.86%2026-03-312026-05-14

IDOG ALPS ETF TR9.1K shares-5.32%2026-03-312026-05-14

IGRO ISHARES TR4.5K shares22.94%2026-03-312026-05-14

FENI FIDELITY COVINGTON TRUST9.9K shares0.00%2026-03-312026-05-14

Sponsored

DBC INVESCO DB COMMDY INDX TRCK12.6K shares2.64%2026-03-312026-05-14

SDY SPDR SERIES TRUST2.5K shares-3.74%2026-03-312026-05-14

CGNG CAPITAL GROUP NEW GEOGRAPHY11.4K sharesnew addition2026-03-312026-05-14

FESM FIDELITY COVINGTON TRUST9.4K shares-5.76%2026-03-312026-05-14

RSPF INVESCO EXCHANGE TRADED FD T5.0K shares0.00%2026-03-312026-05-14

COKE COCA COLA CONS INC1.9K shares6.43%2026-03-312026-05-14

CVS CVS HEALTH CORP4.9K shares-15.83%2026-03-312026-05-14

FTXN FIRST TR EXCHANGE TRADED FD9.2K shares-3.26%2026-03-312026-05-14

Sponsored

OKLO OKLO INC7.1K sharesnew addition2026-03-312026-05-14

KBWD INVESCO EXCH TRADED FD TR II28.0K shares-10.85%2026-03-312026-05-14

TPLC TIMOTHY PLAN7.5K shares2.88%2026-03-312026-05-14

AOR ISHARES TR5.4K shares-13.07%2026-03-312026-05-14

IVV

ISHARES TR

8.90%

Shares135.3K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

-0.21%

Shares127.2K

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

-1.20%

Shares54.9K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-2.74%

Shares46.7K

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

-5.93%

Shares908.8K

Event2026-03-31

Filed2026-05-14

LQD

ISHARES TR

4.84%

Shares244.6K

Event2026-03-31

Filed2026-05-14

FTCS

FIRST TR EXCHANGE-TRADED FD

1.69%

Shares271.9K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

-0.33%

Shares133.1K

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

5.64%

Shares52.8K

Event2026-03-31

Filed2026-05-14

IUSB

ISHARES TR

9.79%

Shares492.8K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

10.53%

Shares60.3K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

-3.34%

Shares312.9K

Event2026-03-31

Filed2026-05-14

IVE

ISHARES TR

-6.93%

Shares94.9K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

8.50%

Shares168.9K

Event2026-03-31

Filed2026-05-14

IEMG

ISHARES INC

-7.51%

Shares253.3K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

-3.59%

Shares69.2K

Event2026-03-31

Filed2026-05-14

DYNF

BLACKROCK ETF TRUST

-12.73%

Shares285.2K

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-0.64%

Shares71.9K

Event2026-03-31

Filed2026-05-14

IJR

ISHARES TR

-0.00%

Shares122.2K

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

3.19%

Shares203.2K

Event2026-03-31

Filed2026-05-14

IEFA

ISHARES TR

5.98%

Shares165.9K

Event2026-03-31

Filed2026-05-14

VYMI

VANGUARD WHITEHALL FDS

-4.91%

Shares151.9K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

6.89%

Shares65.1K

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

3.68%

Shares41.6K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

-2.39%

Shares236.1K

Event2026-03-31

Filed2026-05-14

VIG

VANGUARD SPECIALIZED FUNDS

-1.82%

Shares57.5K

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

8.69%

Shares227.8K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

10.01%

Shares103.8K

Event2026-03-31

Filed2026-05-14

PWB

INVESCO EXCHANGE TRADED FD T

-0.99%

Shares86.8K

Event2026-03-31

Filed2026-05-14

PFE

PFIZER INC

5.67%

Shares387.3K

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.09%

Shares73.9K

Event2026-03-31

Filed2026-05-14

BUFR

FIRST TR EXCHNG TRADED FD VI

6.38%

Shares315.5K

Event2026-03-31

Filed2026-05-14

FIRST TR EXCHANGE TRADED FD

2.62%

Shares173.9K

Event2026-03-31

Filed2026-05-14

AT&T INC

4.02%

Shares359.8K

Event2026-03-31

Filed2026-05-14

GSLC

GOLDMAN SACHS ETF TR

-14.45%

Shares81.6K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

-1.11%

Shares80.2K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

7.88%

Shares51.5K

Event2026-03-31

Filed2026-05-14

ALTRIA GROUP INC

-1.36%

Shares148.8K

Event2026-03-31

Filed2026-05-14

PWV

INVESCO EXCHANGE TRADED FD T

1.09%

Shares137.2K

Event2026-03-31

Filed2026-05-14

GOVT

ISHARES TR

162.43%

Shares413.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

1.00%

Shares15.5K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

7.56%

Shares38.5K

Event2026-03-31

Filed2026-05-14

EMR

EMERSON ELEC CO

0.46%

Shares70.0K

Event2026-03-31

Filed2026-05-14

EFG

ISHARES TR

969.39%

Shares82.2K

Event2026-03-31

Filed2026-05-14

VOE

VANGUARD INDEX FDS

2.48%

Shares49.4K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

18.04%

Shares52.2K

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

2.92%

Shares101.5K

Event2026-03-31

Filed2026-05-14

EEM

ISHARES TR

18.04%

Shares148.0K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

4.04%

Shares40.3K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

5.93%

Shares34.6K

Event2026-03-31

Filed2026-05-14

TLH

ISHARES TR

-13.06%

Shares82.7K

Event2026-03-31

Filed2026-05-14

BAI

BLACKROCK ETF TRUST

5.47%

Shares247.4K

Event2026-03-31

Filed2026-05-14

BSV

VANGUARD BD INDEX FDS

18.91%

Shares102.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

0.61%

Shares174.9K

Event2026-03-31

Filed2026-05-14

GTO

INVESCO ACTIVELY MANAGED EXC

4.15%

Shares170.8K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

1.99%

Shares104.8K

Event2026-03-31

Filed2026-05-14

THRO

BLACKROCK ETF TRUST

10.76%

Shares212.4K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

-1.87%

Shares17.8K

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

2.58%

Shares57.4K

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

-2.45%

Shares99.0K

Event2026-03-31

Filed2026-05-14

DIVO

AMPLIFY ETF TR

-2.11%

Shares165.1K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

1.36%

Shares77.9K

Event2026-03-31

Filed2026-05-14

VOT

VANGUARD INDEX FDS

5.98%

Shares28.5K

Event2026-03-31

Filed2026-05-14

PFF

ISHARES TR

3.79%

Shares240.7K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

7.34%

Shares72.2K

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

2.74%

Shares155.8K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

5.38%

Shares23.9K

Event2026-03-31

Filed2026-05-14

COST

COSTCO WHOLESALE CORPORATION

25.07%

Shares6.7K

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-0.07%

Shares20.8K

Event2026-03-31

Filed2026-05-14

VNQ

VANGUARD INDEX FDS

8.77%

Shares72.2K

Event2026-03-31

Filed2026-05-14

BDYN

BLACKROCK ETF TRUST

6.70%

Shares263.0K

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

-6.50%

Shares94.4K

Event2026-03-31

Filed2026-05-14

AFL

AFLAC INC

-4.89%

Shares56.1K

Event2026-03-31

Filed2026-05-14

DUKE ENERGY CORP NEW

2.53%

Shares46.6K

Event2026-03-31

Filed2026-05-14

CINF

CINCINNATI FINL CORP

2.19%

Shares38.3K

Event2026-03-31

Filed2026-05-14

FDN

FIRST TR EXCHANGE-TRADED FD

-1.09%

Shares25.5K

Event2026-03-31

Filed2026-05-14

BINC

BLACKROCK ETF TRUST II

-7.99%

Shares112.5K

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

10.49%

Shares94.6K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

10.29%

Shares20.2K

Event2026-03-31

Filed2026-05-14

XLF

SELECT SECTOR SPDR TR

-6.35%

Shares116.9K

Event2026-03-31

Filed2026-05-14

IDEF

BLACKROCK ETF TRUST

New

Shares175.2K

Event2026-03-31

Filed2026-05-14

VIXM

PROSHARES TR II

661.37%

Shares332.9K

Event2026-03-31

Filed2026-05-14

BLCR

BLACKROCK ETF TRUST

New

Shares135.9K

Event2026-03-31

Filed2026-05-14

VBR

VANGUARD INDEX FDS

1.36%

Shares25.0K

Event2026-03-31

Filed2026-05-14

SCHG

SCHWAB STRATEGIC TR

-8.98%

Shares180.8K

Event2026-03-31

Filed2026-05-14

FLOT

ISHARES TR

5.14%

Shares103.1K

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

9.23%

Shares22.8K

Event2026-03-31

Filed2026-05-14

RPRX

ROYALTY PHARMA PLC

-5.64%

Shares107.0K

Event2026-03-31

Filed2026-05-14

TGT

TARGET CORP

-0.76%

Shares42.0K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

-0.94%

Shares17.3K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

-1.45%

Shares17.6K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

4.33%

Shares64.8K

Event2026-03-31

Filed2026-05-14

ACIO

ETF SER SOLUTIONS

2.99%

Shares117.5K

Event2026-03-31

Filed2026-05-14

IAGG

ISHARES TR

10.17%

Shares97.9K

Event2026-03-31

Filed2026-05-14

FLTR

VANECK ETF TRUST

1.25%

Shares191.5K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

2.09%

Shares10.2K

Event2026-03-31

Filed2026-05-14

SLB

SLB LIMITED

1.42%

Shares93.3K

Event2026-03-31

Filed2026-05-14

IGSB

ISHARES TR

0.32%

Shares90.8K

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

5.78%

Shares30.5K

Event2026-03-31

Filed2026-05-14

SHV

ISHARES TR

175.92%

Shares42.5K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

-0.56%

Shares15.0K

Event2026-03-31

Filed2026-05-14

IVOL

KRANESHARES TRUST

2.62%

Shares247.1K

Event2026-03-31

Filed2026-05-14

AEP

AMERICAN ELEC PWR CO INC

5.64%

Shares35.1K

Event2026-03-31

Filed2026-05-14

VSS

VANGUARD INTL EQUITY INDEX F

1.90%

Shares31.0K

Event2026-03-31

Filed2026-05-14

BARRICK MNG CORP

0.32%

Shares109.3K

Event2026-03-31

Filed2026-05-14

FLTB

FIDELITY MERRIMACK STR TR

3.76%

Shares87.6K

Event2026-03-31

Filed2026-05-14

EOG

EOG RES INC

-7.19%

Shares29.3K

Event2026-03-31

Filed2026-05-14

FAUG

FIRST TR EXCHNG TRADED FD VI

-10.43%

Shares81.8K

Event2026-03-31

Filed2026-05-14

ODFL

OLD DOMINION FREIGHT LINE IN

1.10%

Shares21.5K

Event2026-03-31

Filed2026-05-14

VWOB

VANGUARD WHITEHALL FDS

2.04%

Shares63.9K

Event2026-03-31

Filed2026-05-14

FANG

DIAMONDBACK ENERGY INC

-16.98%

Shares20.9K

Event2026-03-31

Filed2026-05-14

SPDR SERIES TRUST

1.50%

Shares42.6K

Event2026-03-31

Filed2026-05-14

CORPAY INC

0.25%

Shares13.8K

Event2026-03-31

Filed2026-05-14

TOL

TOLL BROTHERS INC

0.84%

Shares29.1K

Event2026-03-31

Filed2026-05-14

SDVY

FIRST TR EXCHANGE TRADED FD

18.83%

Shares100.1K

Event2026-03-31

Filed2026-05-14

BDVL

BLACKROCK ETF TRUST

-1.62%

Shares160.0K

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

19.75%

Shares16.6K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

19.14%

Shares11.6K

Event2026-03-31

Filed2026-05-14

SPMO

INVESCO EXCH TRADED FD TR II

84.49%

Shares34.7K

Event2026-03-31

Filed2026-05-14

VRIG

INVESCO ACTIVELY MANAGED EXC

-5.33%

Shares152.3K

Event2026-03-31

Filed2026-05-14

IWF

ISHARES TR

0.03%

Shares8.7K

Event2026-03-31

Filed2026-05-14

DEM

WISDOMTREE TR

-4.67%

Shares74.6K

Event2026-03-31

Filed2026-05-14

OEF

ISHARES TR

-77.11%

Shares11.5K

Event2026-03-31

Filed2026-05-14

VXUS

VANGUARD STAR FDS

-3.10%

Shares47.4K

Event2026-03-31

Filed2026-05-14

ETR

ENTERGY CORP NEW

17.99%

Shares32.5K

Event2026-03-31

Filed2026-05-14

FYX

FIRST TR EXCHANGE-TRADED ALP

0.01%

Shares30.5K

Event2026-03-31

Filed2026-05-14

DRSK

ETF SER SOLUTIONS

5.08%

Shares132.6K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

7.88%

Shares18.5K

Event2026-03-31

Filed2026-05-14

LZB

LA Z BOY INC

0.00%

Shares109.9K

Event2026-03-31

Filed2026-05-14

IWC

ISHARES TR

0.00%

Shares21.7K

Event2026-03-31

Filed2026-05-14

CONSOLIDATED EDISON INC

-2.78%

Shares30.4K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

26.69%

Shares13.1K

Event2026-03-31

Filed2026-05-14

VXF

VANGUARD INDEX FDS

-2.34%

Shares16.6K

Event2026-03-31

Filed2026-05-14

LLY

ELI LILLY & CO

9.57%

Shares3.7K

Event2026-03-31

Filed2026-05-14

GNR

SPDR INDEX SHS FDS

-5.78%

Shares45.5K

Event2026-03-31

Filed2026-05-14