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The Analysis of Relyea Zuckerberg Hanson LLC's Holdings & P&L

Currently, Relyea Zuckerberg Hanson LLC holds 276 types of securities in its portfolio with a total value $994.6M. In the most recent quarter, they have increased their positions in N/A (+371.2K shares, valued at $17.5M), N/A (+339.7K shares, valued at $16.6M), SGOV (+164.5K shares, valued at $16.6M); decreased their positions in AAUS (-154.9K shares, valued at $8.1M), AAPL (-14.5K shares, valued at $3.7M), XLI (-13.1K shares, valued at $2.1M); initiated new positions in N/A (+371.2K shares, valued at $17.5M), N/A (+339.7K shares, valued at $16.6M), WMB (+5.2K shares, valued at $376.6K).

1M P&L

-124.1M-11.07%

3M P&L

-743.1M-42.70%

HY P&L

-723.7M-42.05%

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/A682.1M

75.9%

2Semiconductors24.4M

2.7%

3Software - Infrastructure22.1M

2.5%

Top Industries by Stock Count

1N/A95 stocks

38.2%

2Software - Application9 stocks

3.6%

3Drug Manufacturers - General7 stocks

2.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VUG VANGUARD INDEX FDS246.5K shares1.32%2026-03-312026-04-30

VTV VANGUARD INDEX FDS463.7K shares0.63%2026-03-312026-04-30

IWF ISHARES TR116.6K shares-1.10%2026-03-312026-04-30

BIL SPDR SERIES TRUST505.5K shares9.33%2026-03-312026-04-30

IWD ISHARES TR206.5K shares-0.66%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS606.6K shares5.63%2026-03-312026-04-30

SGOV ISHARES TR330.6K shares99.01%2026-03-312026-04-30

AAUS EA SERIES TRUST446.2K shares-25.77%2026-03-312026-04-30

Sponsored

AAPL APPLE INC81.1K shares-15.17%2026-03-312026-04-30

NVDA NVIDIA CORPORATION117.4K shares-5.30%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T29.7K shares-0.13%2026-03-312026-04-30

MSFT MICROSOFT CORP52.2K shares-6.93%2026-03-312026-04-30

IDEV ISHARES TR213.0K shares2.71%2026-03-312026-04-30

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR371.2K sharesnew addition2026-03-312026-04-30

EA SERIES TRUST EA SERIES TRUST339.7K sharesnew addition2026-03-312026-04-30

VTI VANGUARD INDEX FDS39.9K shares20.20%2026-03-312026-04-30

Sponsored

VOOG VANGUARD ADMIRAL FDS INC29.1K shares-0.32%2026-03-312026-04-30

ESGU ISHARES TR78.4K shares0.26%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR18.1K shares5.28%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS17.5K shares0.47%2026-03-312026-04-30

VOOV VANGUARD ADMIRAL FDS INC50.2K shares-0.32%2026-03-312026-04-30

XLK SELECT SECTOR SPDR TR72.8K shares-4.54%2026-03-312026-04-30

IEFA ISHARES TR93.0K shares4.03%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON34.4K shares9.17%2026-03-312026-04-30

Sponsored

SPYG SPDR SERIES TRUST84.8K shares-3.35%2026-03-312026-04-30

ALPHABET INC ALPHABET INC28.6K shares-1.55%2026-03-312026-04-30

IWB ISHARES TR23.0K shares0.02%2026-03-312026-04-30

VBR VANGUARD INDEX FDS36.9K shares0.49%2026-03-312026-04-30

ALPHABET INC ALPHABET INC27.4K shares-5.58%2026-03-312026-04-30

ESGV VANGUARD WORLD FD69.1K shares-0.45%2026-03-312026-04-30

LPTH LIGHTPATH TECHNOLOGIES INC765.6K shares0.00%2026-03-312026-04-30

FSLY FASTLY INC259.8K shares-5.11%2026-03-312026-04-30

Sponsored

VONG VANGUARD SCOTTSDALE FDS68.6K shares53.23%2026-03-312026-04-30

VBK VANGUARD INDEX FDS24.5K shares2.21%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO23.7K shares-14.02%2026-03-312026-04-30

AMZN AMAZON COM INC33.3K shares-0.57%2026-03-312026-04-30

ARKW ARK ETF TR55.5K shares-1.00%2026-03-312026-04-30

ESGD ISHARES TR68.8K shares0.44%2026-03-312026-04-30

AVUV AMERICAN CENTY ETF TR59.4K shares-0.28%2026-03-312026-04-30

ABBV ABBVIE INC27.8K shares-1.18%2026-03-312026-04-30

Sponsored

GLDM WORLD GOLD TR63.4K shares14.38%2026-03-312026-04-30

XOM EXXON MOBIL CORP33.3K shares-5.14%2026-03-312026-04-30

VUSB VANGUARD BD INDEX FDS108.1K shares16.35%2026-03-312026-04-30

GLD SPDR GOLD TR11.7K shares-0.19%2026-03-312026-04-30

VONV VANGUARD SCOTTSDALE FDS48.5K shares7.12%2026-03-312026-04-30

BROADCOM INC BROADCOM INC14.5K shares2.80%2026-03-312026-04-30

AB ACTIVE ETFS INC AB ACTIVE ETFS INC162.0K shares25.84%2026-03-312026-04-30

META META PLATFORMS INC7.0K shares-1.73%2026-03-312026-04-30

Sponsored

V VISA INC13.0K shares-18.51%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.7K shares-10.37%2026-03-312026-04-30

SUSA ISHARES TR23.9K shares0.00%2026-03-312026-04-30

PG PROCTER & GAMBLE CO21.6K shares-2.79%2026-03-312026-04-30

LLY ELI LILLY & CO3.2K shares-2.15%2026-03-312026-04-30

MMC MARSH & MCLENNAN COS INC16.9K shares157.83%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS13.4K shares0.09%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR31.8K shares1.00%2026-03-312026-04-30

Sponsored

XLY SELECT SECTOR SPDR TR22.7K shares0.00%2026-03-312026-04-30

ABT ABBOTT LABORATORIES23.9K shares-7.78%2026-03-312026-04-30

TSLA TESLA INC6.5K shares-1.03%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION2.4K shares15.64%2026-03-312026-04-30

KO COCA COLA CO31.0K shares-15.87%2026-03-312026-04-30

IVV ISHARES TR3.6K shares0.00%2026-03-312026-04-30

IWO ISHARES TR7.5K shares-5.52%2026-03-312026-04-30

XLI SELECT SECTOR SPDR TR14.5K shares-47.54%2026-03-312026-04-30

Sponsored

AMAT APPLIED MATLS INC6.7K shares5.55%2026-03-312026-04-30

ADP AUTOMATIC DATA PROCESSING IN11.2K shares-23.04%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR88.6K shares0.00%2026-03-312026-04-30

CSCO CISCO SYS INC28.0K shares-16.56%2026-03-312026-04-30

WMT WALMART INC17.3K shares-5.59%2026-03-312026-04-30

ESML ISHARES TR45.3K shares0.13%2026-03-312026-04-30

TTEK TETRA TECH INC NEW70.5K shares-14.75%2026-03-312026-04-30

HD HOME DEPOT INC6.2K shares-16.69%2026-03-312026-04-30

Sponsored

MCD MCDONALDS CORP6.1K shares-5.75%2026-03-312026-04-30

SPYV SPDR SERIES TRUST33.5K shares1.20%2026-03-312026-04-30

VEU VANGUARD INTL EQUITY INDEX F25.0K shares10.56%2026-03-312026-04-30

MA MASTERCARD INCORPORATED3.6K shares-3.68%2026-03-312026-04-30

IWM ISHARES TR6.9K shares0.45%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS34.4K shares21.66%2026-03-312026-04-30

QQQM INVESCO EXCH TRADED FD TR II7.0K shares0.10%2026-03-312026-04-30

IWN ISHARES TR8.5K shares1.61%2026-03-312026-04-30

Sponsored

MS MORGAN STANLEY9.2K shares10.97%2026-03-312026-04-30

SBLK STAR BULK CARRIERS CORP.64.4K shares-48.64%2026-03-312026-04-30

CB CHUBB LTD SWITZ4.5K shares6.28%2026-03-312026-04-30

ORCL ORACLE CORP9.7K shares-14.05%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC1.6K shares-12.67%2026-03-312026-04-30

XLF SELECT SECTOR SPDR TR27.6K shares-57.53%2026-03-312026-04-30

VGT VANGUARD WORLD FD1.8K shares0.00%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC10.3K shares-23.98%2026-03-312026-04-30

Sponsored

CAT CATERPILLAR INC1.7K shares2.49%2026-03-312026-04-30

CVX CHEVRON CORPORATION5.9K shares13.02%2026-03-312026-04-30

RTX RTX CORPORATION6.2K shares5.55%2026-03-312026-04-30

STIP ISHARES TR11.0K shares0.00%2026-03-312026-04-30

IVW ISHARES TR10.0K shares128.64%2026-03-312026-04-30

EMXC ISHARES INC14.3K shares-54.57%2026-03-312026-04-30

NFLX NETFLIX INC.11.5K shares15.31%2026-03-312026-04-30

PEP PEPSICO INC7.1K shares-27.07%2026-03-312026-04-30

Sponsored

UNP UNION PAC CORP4.4K shares-3.49%2026-03-312026-04-30

AIQ GLOBAL X FDS23.0K shares0.00%2026-03-312026-04-30

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.3K shares-42.22%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC3.6K shares-0.17%2026-03-312026-04-30

PULS PGIM ETF TR19.8K shares7.78%2026-03-312026-04-30

INTC INTEL CORP22.1K shares-36.18%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC5.6K shares-24.40%2026-03-312026-04-30

EFA ISHARES TR9.5K shares0.00%2026-03-312026-04-30

Sponsored

PLTR PALANTIR TECHNOLOGIES INC6.2K shares36.28%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE3.1K shares9.24%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC1.8K shares-11.32%2026-03-312026-04-30

BAC BANK AMERICA CORP18.1K shares-0.30%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP13.7K shares1.03%2026-03-312026-04-30

HON HONEYWELL INTL INC3.8K shares-9.12%2026-03-312026-04-30

FBTC FIDELITY WISE ORIGIN BITCOIN14.4K shares174.14%2026-03-312026-04-30

GLW CORNING INC6.2K shares2.39%2026-03-312026-04-30

Sponsored

VYM VANGUARD WHITEHALL FDS5.7K shares0.00%2026-03-312026-04-30

LINDE PLC LINDE PLC1.7K shares3.31%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC2.5K shares3.14%2026-03-312026-04-30

LOW LOWES COS INC3.5K shares-1.84%2026-03-312026-04-30

SYK STRYKER CORPORATION2.5K shares-3.09%2026-03-312026-04-30

ECL ECOLAB INC3.0K shares-14.10%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC4.0K shares3.55%2026-03-312026-04-30

MCK MCKESSON CORP895 shares-29.19%2026-03-312026-04-30

Sponsored

VIOV VANGUARD ADMIRAL FDS INC7.6K shares0.25%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP3.5K shares-5.01%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS3.1K shares2.17%2026-03-312026-04-30

T AT&T INC25.9K shares6.92%2026-03-312026-04-30

GEV GE VERNOVA INC858 shares2.26%2026-03-312026-04-30

NEE NEXTERA ENERGY INC8.0K shares21.71%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR25.4K shares0.00%2026-03-312026-04-30

ARKK ARK ETF TR10.9K shares-3.67%2026-03-312026-04-30

Sponsored

IJR ISHARES TR5.9K shares14.74%2026-03-312026-04-30

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-30

SUB ISHARES TR6.7K shares8.02%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC6.1K shares1.58%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC705 shares-46.91%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP6.9K shares15.88%2026-03-312026-04-30

EMR EMERSON ELEC CO4.9K shares-35.71%2026-03-312026-04-30

STT STATE STR CORP4.9K shares-8.75%2026-03-312026-04-30

Sponsored

IWR ISHARES TR6.4K shares0.14%2026-03-312026-04-30

VV VANGUARD INDEX FDS2.1K shares0.05%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP676 shares6.12%2026-03-312026-04-30

CRM SALESFORCE INC3.2K shares45.00%2026-03-312026-04-30

TJX TJX COS INC NEW3.6K shares1.40%2026-03-312026-04-30

USMV ISHARES TR6.1K shares0.41%2026-03-312026-04-30

BOXX EA SERIES TRUST4.8K shares19.76%2026-03-312026-04-30

ADI ANALOG DEVICES INC1.7K shares12.52%2026-03-312026-04-30

Sponsored

DE DEERE & CO979 shares1.98%2026-03-312026-04-30

PGR PROGRESSIVE CORP2.8K shares-17.62%2026-03-312026-04-30

WFC WELLS FARGO & CO6.8K shares-1.13%2026-03-312026-04-30

YUM YUM BRANDS INC3.5K shares-13.08%2026-03-312026-04-30

SUSL ISHARES TR4.8K shares0.27%2026-03-312026-04-30

CVLC MORGAN STANLEY ETF TRUST6.7K shares0.21%2026-03-312026-04-30

DHS WISDOMTREE TR4.9K shares-1.39%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares17.98%2026-03-312026-04-30

Sponsored

SPYM SPDR SERIES TRUST6.8K shares4.62%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO1.7K shares-1.38%2026-03-312026-04-30

IJH ISHARES TR7.7K shares0.00%2026-03-312026-04-30

AMGN AMGEN INC1.4K shares5.38%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP2.8K shares-1.32%2026-03-312026-04-30

SCHM SCHWAB STRATEGIC TR16.3K shares0.00%2026-03-312026-04-30

ITW ILLINOIS TOOL WKS INC1.9K shares0.85%2026-03-312026-04-30

AFL AFLAC INC4.5K shares1.43%2026-03-312026-04-30

Sponsored

AON PLC AON PLC1.5K shares4.64%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC9.5K shares21.42%2026-03-312026-04-30

NUDM NUSHARES ETF TR13.0K shares28.99%2026-03-312026-04-30

VB VANGUARD INDEX FDS1.8K shares0.06%2026-03-312026-04-30

HIG HARTFORD INSURANCE GROUP INC3.4K shares0.91%2026-03-312026-04-30

KLAC KLA CORP315 shares-3.08%2026-03-312026-04-30

NUSC NUSHARES ETF TR10.1K shares0.00%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC1.3K shares1.93%2026-03-312026-04-30

Sponsored

III INFORMATION SVCS GROUP INC116.9K shares1.15%2026-03-312026-04-30

GILD GILEAD SCIENCES INC3.2K shares-1.23%2026-03-312026-04-30

APH AMPHENOL CORP3.5K shares-0.08%2026-03-312026-04-30

PFE PFIZER INC15.8K shares4.87%2026-03-312026-04-30

DHR DANAHER CORP DEL2.3K shares99.06%2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC1.4K shares-0.28%2026-03-312026-04-30

CRBN ISHARES TR2.0K shares0.00%2026-03-312026-04-30

IBIT ISHARES BITCOIN TRUST ETF11.3K shares-33.07%2026-03-312026-04-30

Sponsored

AWK AMERICAN WTR WKS CO INC NEW3.2K shares-30.43%2026-03-312026-04-30

PAYX PAYCHEX INC4.7K shares18.56%2026-03-312026-04-30

NSC NORFOLK SOUTHN CORP1.4K shares-17.33%2026-03-312026-04-30

WM WASTE MGMT INC DEL1.8K shares3.20%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC5.7K shares-0.23%2026-03-312026-04-30

QCOM QUALCOMM INC3.1K shares-9.40%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC866 shares11.03%2026-03-312026-04-30

MCO MOODYS CORP914 shares-5.19%2026-03-312026-04-30

Sponsored

ARES ARES MANAGEMENT CORPORATION3.6K shares-37.12%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP577 shares-14.64%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP3.3K shares1.46%2026-03-312026-04-30

SO SOUTHERN CO4.0K shares-9.69%2026-03-312026-04-30

PPG PPG INDS INC3.6K shares-15.81%2026-03-312026-04-30

MPC MARATHON PETE CORP1.5K shares-0.90%2026-03-312026-04-30

WMB WILLIAMS COS INC5.2K sharesnew addition2026-03-312026-04-30

Sponsored

CSX CSX CORP9.1K shares-27.07%2026-03-312026-04-30

VXUS VANGUARD STAR FDS4.8K shares1.03%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC827 shares43.58%2026-03-312026-04-30

VLO VALERO ENERGY CORP1.5K shares0.07%2026-03-312026-04-30

MMM 3M CO2.4K shares-48.59%2026-03-312026-04-30

CMI CUMMINS INC647 shares0.31%2026-03-312026-04-30

TXN TEXAS INSTRS INC1.8K shares46.44%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP1.3K shares1.36%2026-03-312026-04-30

Sponsored

LMT LOCKHEED MARTIN CORP567 shares14.31%2026-03-312026-04-30

PNC PNC FINL SVCS GROUP INC1.6K shares3.20%2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC3.0K shares7.98%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO5.5K shares36.76%2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL841 shares-0.59%2026-03-312026-04-30

CL COLGATE PALMOLIVE CO3.8K shares-4.20%2026-03-312026-04-30

URI UNITED RENTALS INC427 shares-1.39%2026-03-312026-04-30

DIS DISNEY WALT CO3.2K shares-36.85%2026-03-312026-04-30

Sponsored

KMI KINDER MORGAN INC DEL9.2K shares2.99%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC736 shares0.96%2026-03-312026-04-30

NYF ISHARES TR5.7K shares0.00%2026-03-312026-04-30

MUB ISHARES TR2.8K shares0.00%2026-03-312026-04-30

INTU INTUIT694 shares-4.41%2026-03-312026-04-30

IRM IRON MTN INC DEL2.9K shares1.18%2026-03-312026-04-30

MO ALTRIA GROUP INC4.5K shares-40.30%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC1.3K shares2.77%2026-03-312026-04-30

Sponsored

TMUS T-MOBILE US INC1.4K shares0.66%2026-03-312026-04-30

GM GENERAL MTRS CO3.9K shares2.50%2026-03-312026-04-30

APP APPLOVIN CORP718 shares-9.00%2026-03-312026-04-30

VIOG VANGUARD ADMIRAL FDS INC2.3K shares0.00%2026-03-312026-04-30

PPA INVESCO EXCHANGE TRADED FD T1.7K shares-1.45%2026-03-312026-04-30

CBRE CBRE GROUP INC2.1K shares3.63%2026-03-312026-04-30

CHD CHURCH & DWIGHT CO INC3.0K shares-28.39%2026-03-312026-04-30

GWW WW GRAINGER INC254 shares0.40%2026-03-312026-04-30

Sponsored

SBUX STARBUCKS CORP3.1K shares-25.38%2026-03-312026-04-30

FIW FIRST TR EXCHANGE-TRADED FD2.7K shares1.87%2026-03-312026-04-30

SPGI S&P GLOBAL INC641 shares-16.75%2026-03-312026-04-30

MAR MARRIOTT INTL INC NEW824 shares-2.14%2026-03-312026-04-30

TRMB TRIMBLE INC4.1K shares5.17%2026-03-312026-04-30

PHO INVESCO EXCHANGE TRADED FD T4.0K shares0.00%2026-03-312026-04-30

PANL PANGAEA LOGISTICS SOLUTION L37.2K shares61.32%2026-03-312026-04-30

THE CIGNA GROUP THE CIGNA GROUP974 sharesnew addition2026-03-312026-04-30

Sponsored

PANW PALO ALTO NETWORKS INC1.6K shares-1.72%2026-03-312026-04-30

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-30

QUAL ISHARES TR1.3K shares-22.41%2026-03-312026-04-30

NOW SERVICENOW INC2.4K shares-10.19%2026-03-312026-04-30

AEP AMERICAN ELEC PWR CO INC1.9K shares-1.10%2026-03-312026-04-30

IJK ISHARES TR2.4K shares0.12%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC2.8K shares3.53%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares-0.61%2026-03-312026-04-30

Sponsored

SHLD GLOBAL X FDS3.4K sharesnew addition2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L6.3K sharesnew addition2026-03-312026-04-30

ICF ISHARES TR3.8K shares0.00%2026-03-312026-04-30

NULV NUSHARES ETF TR5.2K shares0.00%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC541 sharesnew addition2026-03-312026-04-30

CEG CONSTELLATION ENERGY CORP837 shares4.36%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC790 sharesnew addition2026-03-312026-04-30

BA BOEING CO1.2K shares1.94%2026-03-312026-04-30

Sponsored

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-30

XLU SELECT SECTOR SPDR TR4.9K shares0.69%2026-03-312026-04-30

QTUM ETF SER SOLUTIONS2.1K sharesnew addition2026-03-312026-04-30

SCHF SCHWAB STRATEGIC TR9.1K shares0.00%2026-03-312026-04-30

EQIX EQUINIX INC230 sharesnew addition2026-03-312026-04-30

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP654 sharesnew addition2026-03-312026-04-30

WELL WELLTOWER INC1.1K sharesnew addition2026-03-312026-04-30

IGSB ISHARES TR4.2K shares0.57%2026-03-312026-04-30

Sponsored

IJJ ISHARES TR1.7K shares0.36%2026-03-312026-04-30

SCHD SCHWAB STRATEGIC TR7.1K sharesnew addition2026-03-312026-04-30

OEF ISHARES TR685 shares0.15%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC778 shares1.04%2026-03-312026-04-30

BKNG BOOKING HOLDINGS INC51 shares-25.00%2026-03-312026-04-30

ET ENERGY TRANSFER L P11.0K sharesnew addition2026-03-312026-04-30

JCI JOHNSON CONTROLS INTERNATION1.6K sharesnew addition2026-03-312026-04-30

DOL WISDOMTREE TR3.1K shares0.03%2026-03-312026-04-30

Sponsored

FDX FEDEX CORP590 sharesnew addition2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC529 shares11.60%2026-03-312026-04-30

BKR BAKER HUGHES COMPANY3.4K sharesnew addition2026-03-312026-04-30

NBSD NEUBERGER BERMAN ETF TRUST4.0K shares1.15%2026-03-312026-04-30

VRSK VERISK ANALYTICS INC1.1K shares-1.82%2026-03-312026-04-30

AZO AUTOZONE INC60 sharesnew addition2026-03-312026-04-30

AGNC AGNC INVT CORP16.0K sharesnew addition2026-03-312026-04-30

OCUL OCULAR THERAPEUTIX INC17.6K shares0.00%2026-03-312026-04-30

Sponsored

SFL SFL CORPORATION LTD12.6K shares0.00%2026-03-312026-04-30

BLNE BEELINE HOLDINGS INC40.0K shares185.71%2026-03-312026-04-30

WOOF PETCO HEALTH & WELLNESS CO I23.1K shares0.00%2026-03-312026-04-30

ELDN ELEDON PHARMACEUTICALS INC12.0K sharesnew addition2026-03-312026-04-30

VUG

VANGUARD INDEX FDS

1.32%

Shares246.5K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.63%

Shares463.7K

Event2026-03-31

Filed2026-04-30

IWF

ISHARES TR

-1.10%

Shares116.6K

Event2026-03-31

Filed2026-04-30

BIL

SPDR SERIES TRUST

9.33%

Shares505.5K

Event2026-03-31

Filed2026-04-30

IWD

ISHARES TR

-0.66%

Shares206.5K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

5.63%

Shares606.6K

Event2026-03-31

Filed2026-04-30

SGOV

ISHARES TR

99.01%

Shares330.6K

Event2026-03-31

Filed2026-04-30

AAUS

EA SERIES TRUST

-25.77%

Shares446.2K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-15.17%

Shares81.1K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-5.30%

Shares117.4K

Event2026-03-31

Filed2026-04-30

SPY

STATE STR SPDR S&P 500 ETF T

-0.13%

Shares29.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-6.93%

Shares52.2K

Event2026-03-31

Filed2026-04-30

IDEV

ISHARES TR

2.71%

Shares213.0K

Event2026-03-31

Filed2026-04-30

AMERICAN CENTY ETF TR

New

Shares371.2K

Event2026-03-31

Filed2026-04-30

EA SERIES TRUST

New

Shares339.7K

Event2026-03-31

Filed2026-04-30

VTI

VANGUARD INDEX FDS

20.20%

Shares39.9K

Event2026-03-31

Filed2026-04-30

VOOG

VANGUARD ADMIRAL FDS INC

-0.32%

Shares29.1K

Event2026-03-31

Filed2026-04-30

ESGU

ISHARES TR

0.26%

Shares78.4K

Event2026-03-31

Filed2026-04-30

INVESCO QQQ TR

5.28%

Shares18.1K

Event2026-03-31

Filed2026-04-30

VANGUARD INDEX FDS

0.47%

Shares17.5K

Event2026-03-31

Filed2026-04-30

VOOV

VANGUARD ADMIRAL FDS INC

-0.32%

Shares50.2K

Event2026-03-31

Filed2026-04-30

XLK

SELECT SECTOR SPDR TR

-4.54%

Shares72.8K

Event2026-03-31

Filed2026-04-30

IEFA

ISHARES TR

4.03%

Shares93.0K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

9.17%

Shares34.4K

Event2026-03-31

Filed2026-04-30

SPYG

SPDR SERIES TRUST

-3.35%

Shares84.8K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-1.55%

Shares28.6K

Event2026-03-31

Filed2026-04-30

IWB

ISHARES TR

0.02%

Shares23.0K

Event2026-03-31

Filed2026-04-30

VBR

VANGUARD INDEX FDS

0.49%

Shares36.9K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-5.58%

Shares27.4K

Event2026-03-31

Filed2026-04-30

ESGV

VANGUARD WORLD FD

-0.45%

Shares69.1K

Event2026-03-31

Filed2026-04-30

LPTH

LIGHTPATH TECHNOLOGIES INC

0.00%

Shares765.6K

Event2026-03-31

Filed2026-04-30

FSLY

FASTLY INC

-5.11%

Shares259.8K

Event2026-03-31

Filed2026-04-30

VONG

VANGUARD SCOTTSDALE FDS

53.23%

Shares68.6K

Event2026-03-31

Filed2026-04-30

VBK

VANGUARD INDEX FDS

2.21%

Shares24.5K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

-14.02%

Shares23.7K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-0.57%

Shares33.3K

Event2026-03-31

Filed2026-04-30

ARKW

ARK ETF TR

-1.00%

Shares55.5K

Event2026-03-31

Filed2026-04-30

ESGD

ISHARES TR

0.44%

Shares68.8K

Event2026-03-31

Filed2026-04-30

AVUV

AMERICAN CENTY ETF TR

-0.28%

Shares59.4K

Event2026-03-31

Filed2026-04-30

ABBV

ABBVIE INC

-1.18%

Shares27.8K

Event2026-03-31

Filed2026-04-30

GLDM

WORLD GOLD TR

14.38%

Shares63.4K

Event2026-03-31

Filed2026-04-30

XOM

EXXON MOBIL CORP

-5.14%

Shares33.3K

Event2026-03-31

Filed2026-04-30

VUSB

VANGUARD BD INDEX FDS

16.35%

Shares108.1K

Event2026-03-31

Filed2026-04-30

GLD

SPDR GOLD TR

-0.19%

Shares11.7K

Event2026-03-31

Filed2026-04-30

VONV

VANGUARD SCOTTSDALE FDS

7.12%

Shares48.5K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

2.80%

Shares14.5K

Event2026-03-31

Filed2026-04-30

AB ACTIVE ETFS INC

25.84%

Shares162.0K

Event2026-03-31

Filed2026-04-30