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The Analysis of Richmond Investment Services, LLC's Holdings & P&L

Currently, Richmond Investment Services, LLC holds 255 types of securities in its portfolio with a total value $618.8M. In the most recent quarter, they have increased their positions in GPIX (+274.6K shares, valued at $13.7M), FEOE (+246.3K shares, valued at $12.4M), SMH (+17.8K shares, valued at $6.8M); decreased their positions in ISPY (-308.3K shares, valued at $13.4M), VEU (-26.0K shares, valued at $2.0M), VTI (-3.4K shares, valued at $1.1M); initiated new positions in GPIX (+274.6K shares, valued at $13.7M), FEOE (+246.3K shares, valued at $12.4M), IEF (+17.9K shares, valued at $1.7M).

1M P&L

+21.6M+3.63%

3M P&L

-56.2M-8.36%

HY P&L

-21.5M-3.37%

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/A510.5M

91.2%

2Semiconductors8.2M

1.5%

3Consumer Electronics6.0M

1.1%

Top Industries by Stock Count

1N/A179 stocks

74.6%

2Semiconductors4 stocks

1.7%

3Software - Infrastructure4 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWL ISHARES TR409.9K shares3.39%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR69.3K shares3.07%2026-03-312026-04-29

SPYM SPDR SERIES TRUST469.7K shares4.12%2026-03-312026-04-29

MOAT VANECK ETF TRUST302.9K shares2.35%2026-03-312026-04-29

GDX VANECK ETF TRUST255.1K shares1.49%2026-03-312026-04-29

VNLA JANUS DETROIT STR TR450.8K shares9.36%2026-03-312026-04-29

GTO INVESCO ACTIVELY MANAGED EXC359.5K shares4.18%2026-03-312026-04-29

SDVY FIRST TR EXCHANGE TRADED FD414.7K shares4.53%2026-03-312026-04-29

Sponsored

FYC FIRST TR EXCHANGE-TRADED ALP146.9K shares2.70%2026-03-312026-04-29

GPIX GOLDMAN SACHS ETF TR274.6K sharesnew addition2026-03-312026-04-29

SMH VANECK ETF TRUST35.6K shares99.67%2026-03-312026-04-29

FEOE RBB FUND TRUST246.3K sharesnew addition2026-03-312026-04-29

VUG VANGUARD INDEX FDS28.2K shares-3.17%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR137.3K shares4.25%2026-03-312026-04-29

SPSM SPDR SERIES TRUST214.5K shares-4.27%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE195.1K shares-2.18%2026-03-312026-04-29

Sponsored

VEU VANGUARD INTL EQUITY INDEX F110.4K shares-19.04%2026-03-312026-04-29

BUFZ FIRST TR EXCHNG TRADED FD VI305.0K shares9.08%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS168.6K shares-2.13%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL15.2K shares0.98%2026-03-312026-04-29

NVDA NVIDIA CORPORATION41.6K shares6.12%2026-03-312026-04-29

IEMG ISHARES INC96.2K shares147.68%2026-03-312026-04-29

AAPL APPLE INC23.5K shares6.02%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T8.3K shares-2.59%2026-03-312026-04-29

Sponsored

BUFQ FIRST TR EXCHNG TRADED FD VI130.9K shares13.60%2026-03-312026-04-29

SPEM SPDR INDEX SHS FDS97.4K shares1.81%2026-03-312026-04-29

FTLS FIRST TR EXCH TRADED FD III63.5K shares-3.45%2026-03-312026-04-29

AMZN AMAZON COM INC19.4K shares5.27%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST67.6K shares1.71%2026-03-312026-04-29

VTI VANGUARD INDEX FDS12.2K shares-21.78%2026-03-312026-04-29

BUFD FIRST TR EXCHNG TRADED FD VI132.4K shares7.40%2026-03-312026-04-29

IVV ISHARES TR5.6K shares25.59%2026-03-312026-04-29

Sponsored

XLK SELECT SECTOR SPDR TR27.0K shares3.05%2026-03-312026-04-29

VO VANGUARD INDEX FDS12.3K shares125.28%2026-03-312026-04-29

ALPHABET INC ALPHABET INC11.8K shares7.45%2026-03-312026-04-29

MSFT MICROSOFT CORP8.2K shares7.17%2026-03-312026-04-29

TLH ISHARES TR28.0K shares80.35%2026-03-312026-04-29

IEFA ISHARES TR30.2K shares38.84%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD138.4K shares-5.85%2026-03-312026-04-29

GLD SPDR GOLD TR6.2K shares136.70%2026-03-312026-04-29

Sponsored

RECS COLUMBIA ETF TR I68.6K shares1.10%2026-03-312026-04-29

IUSB ISHARES TR54.6K shares27.97%2026-03-312026-04-29

GOVT ISHARES TR107.8K shares45.83%2026-03-312026-04-29

FTCS FIRST TR EXCHANGE-TRADED FD25.7K shares-2.63%2026-03-312026-04-29

ALPHABET INC ALPHABET INC8.0K shares1.06%2026-03-312026-04-29

VTV VANGUARD INDEX FDS11.5K shares2.44%2026-03-312026-04-29

CLOI VANECK ETF TRUST41.3K shares-24.34%2026-03-312026-04-29

MBB ISHARES TR22.7K shares12.89%2026-03-312026-04-29

Sponsored

BIL SPDR SERIES TRUST23.4K shares178.50%2026-03-312026-04-29

IVW ISHARES TR18.5K shares13.23%2026-03-312026-04-29

USMC PRINCIPAL EXCHANGE TRADED FD31.9K shares-0.84%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T26.5K shares0.28%2026-03-312026-04-29

BSCS INVESCO EXCH TRD SLF IDX FD96.2K shares5.07%2026-03-312026-04-29

FV FIRST TR EXCHANGE TRADED FD32.4K shares-0.59%2026-03-312026-04-29

IVE ISHARES TR9.1K shares5.14%2026-03-312026-04-29

IAGG ISHARES TR37.9K shares366.13%2026-03-312026-04-29

Sponsored

VONV VANGUARD SCOTTSDALE FDS19.9K shares165.40%2026-03-312026-04-29

QUAL ISHARES TR9.7K shares14.23%2026-03-312026-04-29

VRT VERTIV HOLDINGS CO7.3K shares-8.37%2026-03-312026-04-29

CGCB CAPITAL GRP FIXED INCM ETF T69.9K shares14.94%2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF45.0K shares13.33%2026-03-312026-04-29

IEF ISHARES TR17.9K sharesnew addition2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD24.9K shares2.14%2026-03-312026-04-29

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.3K shares7.81%2026-03-312026-04-29

Sponsored

TSLA TESLA INC4.4K shares0.61%2026-03-312026-04-29

HGER HARBOR ETF TRUST53.2K sharesnew addition2026-03-312026-04-29

IUSG ISHARES TR9.9K shares23.85%2026-03-312026-04-29

CGCP CAPITAL GRP FIXED INCM ETF T68.4K shares14.97%2026-03-312026-04-29

CGUS CAPITAL GROUP CORE EQUITY ET39.4K shares11.27%2026-03-312026-04-29

SPXX NUVEEN S&P 500 DYNAMIC OVERW89.1K sharesnew addition2026-03-312026-04-29

JAAA JANUS DETROIT STR TR27.6K shares-12.45%2026-03-312026-04-29

THRO BLACKROCK ETF TRUST38.1K shares10.12%2026-03-312026-04-29

Sponsored

VCIT VANGUARD SCOTTSDALE FDS15.9K shares136.64%2026-03-312026-04-29

LLY ELI LILLY & CO1.4K shares12.61%2026-03-312026-04-29

EFV ISHARES TR17.7K shares13.64%2026-03-312026-04-29

VONG VANGUARD SCOTTSDALE FDS11.8K shares156.75%2026-03-312026-04-29

MUB ISHARES TR11.3K shares14.26%2026-03-312026-04-29

IUSV ISHARES TR11.7K shares25.64%2026-03-312026-04-29

FIXD FIRST TR EXCHNG TRADED FD VI26.5K shares0.29%2026-03-312026-04-29

FTA FIRST TR EXCHANGE-TRADED ALP12.5K shares-5.68%2026-03-312026-04-29

Sponsored

CGXU CAPITAL GROUP INTL FOCUS EQT39.0K shares11.13%2026-03-312026-04-29

BUFR FIRST TR EXCHNG TRADED FD VI33.9K shares65.73%2026-03-312026-04-29

CGBL CAPITAL GROUP CORE BALANCED32.6K shares51.70%2026-03-312026-04-29

JMBS JANUS DETROIT STR TR24.8K shares-4.09%2026-03-312026-04-29

FDN FIRST TR EXCHANGE-TRADED FD4.6K shares-9.45%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON4.4K shares3.49%2026-03-312026-04-29

AIRR FIRST TR EXCHANGE TRADED FD9.8K shares7.82%2026-03-312026-04-29

FTC FIRST TR EXCHANGE-TRADED ALP7.0K shares-5.13%2026-03-312026-04-29

Sponsored

BAI BLACKROCK ETF TRUST31.8K shares23.53%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD21.1K shares-7.34%2026-03-312026-04-29

MTUM ISHARES TR4.1K shares14.73%2026-03-312026-04-29

ISPY PROSHARES TR22.2K shares-93.29%2026-03-312026-04-29

CGMM CAPITAL GROUP EQUITY ETF TR32.0K sharesnew addition2026-03-312026-04-29

LSGR NATIXIS ETF TRUST II23.4K sharesnew addition2026-03-312026-04-29

IJR ISHARES TR7.3K shares-0.94%2026-03-312026-04-29

FEX FIRST TR EXCHANGE-TRADED ALP7.4K shares0.00%2026-03-312026-04-29

Sponsored

AIQ GLOBAL X FDS19.4K shares1.98%2026-03-312026-04-29

IREN IREN LIMITED26.1K shares10.21%2026-03-312026-04-29

JCI JOHNSON CONTROLS INTERNATION6.8K shares13.18%2026-03-312026-04-29

BROADCOM INC BROADCOM INC2.9K shares-3.67%2026-03-312026-04-29

EFG ISHARES TR7.9K shares345.59%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO2.9K shares14.62%2026-03-312026-04-29

WMT WALMART INC7.0K shares17.33%2026-03-312026-04-29

VGT VANGUARD WORLD FD1.2K shares14.68%2026-03-312026-04-29

Sponsored

T AT&T INC28.8K shares0.93%2026-03-312026-04-29

BDYN BLACKROCK ETF TRUST34.4K shares7.31%2026-03-312026-04-29

IWM ISHARES TR3.4K shares-47.02%2026-03-312026-04-29

CIBR FIRST TR EXCHANGE-TRADED FD13.2K shares-15.25%2026-03-312026-04-29

VBR VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-04-29

SPIB SPDR SERIES TRUST24.4K shares10.38%2026-03-312026-04-29

FEP FIRST TR EXCH TRD ALPHDX FD14.9K shares-9.70%2026-03-312026-04-29

META META PLATFORMS INC1.4K shares38.99%2026-03-312026-04-29

Sponsored

TDIV FIRST TR EXCHANGE TRADED FD8.4K shares0.38%2026-03-312026-04-29

USMV ISHARES TR8.3K shares0.25%2026-03-312026-04-29

EVT EATON VANCE TAX ADVT DIV INC30.8K shares-8.00%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.9K shares23.63%2026-03-312026-04-29

CAT CATERPILLAR INC1.1K shares30.49%2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS11.4K shares13.42%2026-03-312026-04-29

MCD MCDONALDS CORP2.4K shares3.25%2026-03-312026-04-29

VOE VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-04-29

Sponsored

AMPX AMPRIUS TECHNOLOGIES INC40.0K shares268.34%2026-03-312026-04-29

VOT VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-04-29

SPYV SPDR SERIES TRUST11.8K shares-4.90%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR22.9K shares-10.20%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC13.3K shares6.81%2026-03-312026-04-29

VBK VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-29

XOM EXXON MOBIL CORP3.8K shares40.29%2026-03-312026-04-29

SPYG SPDR SERIES TRUST6.5K shares-9.01%2026-03-312026-04-29

Sponsored

IBTK ISHARES TR31.8K shares-0.55%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K shares2.28%2026-03-312026-04-29

FAAR FIRST TR EXCHANGE TRAD FD VI18.2K shares-6.04%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION600 shares11.94%2026-03-312026-04-29

SUSA ISHARES TR4.5K shares0.00%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF15.5K shares15.48%2026-03-312026-04-29

FEM FIRST TR EXCH TRD ALPHDX FD19.6K shares-9.39%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II11.2K shares4.47%2026-03-312026-04-29

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T21.2K shares20.08%2026-03-312026-04-29

GRID FIRST TR EXCHANGE-TRADED FD3.5K shares2.31%2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST13.9K sharesnew addition2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F10.0K sharesnew addition2026-03-312026-04-29

LMUB ISHARES TR11.3K sharesnew addition2026-03-312026-04-29

BDVL BLACKROCK ETF TRUST22.7K shares1.30%2026-03-312026-04-29

HD HOME DEPOT INC1.7K shares16.29%2026-03-312026-04-29

FTHI FIRST TR EXCHANGE TRADED FD23.9K shares58.15%2026-03-312026-04-29

Sponsored

KO COCA COLA CO7.2K shares4.20%2026-03-312026-04-29

VTIP VANGUARD MALVERN FDS10.9K shares1.18%2026-03-312026-04-29

VANECK FDS VANECK FDS10.8K shares0.00%2026-03-312026-04-29

USB US BANCORP10.4K shares2.93%2026-03-312026-04-29

DBMF LITMAN GREGORY FDS TR17.9K sharesnew addition2026-03-312026-04-29

WFC WELLS FARGO & CO6.8K shares1.23%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.6K shares1.72%2026-03-312026-04-29

VRIG INVESCO ACTIVELY MANAGED EXC21.3K shares0.17%2026-03-312026-04-29

Sponsored

CLSE TRUST FOR PROFESSIONAL MANAG18.8K sharesnew addition2026-03-312026-04-29

SLYG SPDR SERIES TRUST5.5K shares132.68%2026-03-312026-04-29

TMFC RBB FD INC7.8K shares-15.00%2026-03-312026-04-29

V VISA INC1.7K shares12.80%2026-03-312026-04-29

FNX FIRST TR EXCHANGE-TRADED ALP3.9K shares4.83%2026-03-312026-04-29

IGF ISHARES TR7.5K shares15.57%2026-03-312026-04-29

SPTI SPDR SERIES TRUST17.4K shares-1.01%2026-03-312026-04-29

GEV GE VERNOVA INC570 shares71.17%2026-03-312026-04-29

Sponsored

ABBV ABBVIE INC2.2K shares9.35%2026-03-312026-04-29

MCK MCKESSON CORP557 shares0.91%2026-03-312026-04-29

FMF FIRST TR EXCHANGE-TRADED FD9.3K shares-7.18%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR2.8K shares-4.64%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.2K shares-0.78%2026-03-312026-04-29

JEPQ J P MORGAN EXCHANGE TRADED F8.0K shares24.43%2026-03-312026-04-29

EFA ISHARES TR4.6K shares0.00%2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR8.8K shares-14.86%2026-03-312026-04-29

Sponsored

MU MICRON TECHNOLOGY INC1.3K shares57.20%2026-03-312026-04-29

VIS VANGUARD WORLD FD1.4K shares34.82%2026-03-312026-04-29

PDBC INVESCO ACTVELY MNGD ETC FD24.3K shares18.92%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC2.6K shares8.86%2026-03-312026-04-29

FEMS FIRST TR EXCH TRD ALPHDX FD9.2K shares0.09%2026-03-312026-04-29

IDEV ISHARES TR4.9K sharesnew addition2026-03-312026-04-29

IDEF BLACKROCK ETF TRUST12.3K sharesnew addition2026-03-312026-04-29

SHLD GLOBAL X FDS5.6K shares2.16%2026-03-312026-04-29

Sponsored

RTX RTX CORPORATION2.1K shares31.31%2026-03-312026-04-29

CGNG CAPITAL GROUP NEW GEOGRAPHY12.5K shares12.04%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC2.7K shares53.68%2026-03-312026-04-29

MFSV MFS ACTIVE EXCHANGE TRADED F14.7K sharesnew addition2026-03-312026-04-29

IJH ISHARES TR5.6K shares-42.45%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR2.6K shares-0.84%2026-03-312026-04-29

SPAB SPDR SERIES TRUST14.6K shares29.66%2026-03-312026-04-29

XMLV INVESCO EXCH TRADED FD TR II5.9K shares0.20%2026-03-312026-04-29

Sponsored

NFLX NETFLIX INC.3.7K shares29.41%2026-03-312026-04-29

PG PROCTER & GAMBLE CO2.4K shares24.91%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II1.5K shares-10.46%2026-03-312026-04-29

BKLN INVESCO EXCH TRADED FD TR II16.9K shares0.00%2026-03-312026-04-29

IRM IRON MTN INC DEL3.3K shares0.18%2026-03-312026-04-29

MA MASTERCARD INCORPORATED661 shares22.86%2026-03-312026-04-29

BUYW NORTHERN LTS FD TR IV23.3K sharesnew addition2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC667 shares9.88%2026-03-312026-04-29

Sponsored

IJK ISHARES TR3.2K shares0.03%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC385 sharesnew addition2026-03-312026-04-29

MGK VANGUARD WORLD FD875 shares-2.78%2026-03-312026-04-29

FTSM FIRST TR EXCHANGE-TRADED FD5.3K shares-0.61%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.3K shares6.51%2026-03-312026-04-29

SPYI NEOS ETF TRUST6.3K shares34.85%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC2.6K shares33.80%2026-03-312026-04-29

SLYV SPDR SERIES TRUST3.3K shares9.23%2026-03-312026-04-29

Sponsored

BAC BANK AMERICA CORP6.3K shares41.47%2026-03-312026-04-29

SLV ISHARES SILVER TR4.4K sharesnew addition2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.5K shares-1.55%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE1.0K shares-3.44%2026-03-312026-04-29

DSI ISHARES TR2.4K shares-8.93%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP479 shares5.04%2026-03-312026-04-29

CSCO CISCO SYS INC3.7K shares15.68%2026-03-312026-04-29

LQD ISHARES TR2.6K sharesnew addition2026-03-312026-04-29

Sponsored

VCSH VANGUARD SCOTTSDALE FDS3.6K sharesnew addition2026-03-312026-04-29

SRLN SSGA ACTIVE ETF TR7.1K shares0.00%2026-03-312026-04-29

VOOV VANGUARD ADMIRAL FDS INC1.4K shares0.22%2026-03-312026-04-29

NLR VANECK ETF TRUST2.1K shares-11.52%2026-03-312026-04-29

WDC WESTERN DIGITAL CORP1.0K sharesnew addition2026-03-312026-04-29

AMAT APPLIED MATLS INC806 shares1.00%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS5.5K sharesnew addition2026-03-312026-04-29

PM PHILIP MORRIS INTL INC1.6K shares13.02%2026-03-312026-04-29

Sponsored

MFSG MFS ACTIVE EXCHANGE TRADED F10.5K sharesnew addition2026-03-312026-04-29

NOBL PROSHARES TR2.5K shares-0.79%2026-03-312026-04-29

PSX PHILLIPS 661.4K sharesnew addition2026-03-312026-04-29

CW CURTISS WRIGHT CORP384 shares0.00%2026-03-312026-04-29

VHT VANGUARD WORLD FD957 shares4.36%2026-03-312026-04-29

IUS INVESCO EXCH TRD SLF IDX FD4.5K shares0.00%2026-03-312026-04-29

LNT ALLIANT ENERGY CORP3.6K sharesnew addition2026-03-312026-04-29

IJT ISHARES TR1.8K shares0.06%2026-03-312026-04-29

Sponsored

PULS PGIM ETF TR5.2K sharesnew addition2026-03-312026-04-29

FDT FIRST TR EXCH TRD ALPHDX FD3.0K shares5.60%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC745 sharesnew addition2026-03-312026-04-29

EFAV ISHARES TR2.7K shares0.00%2026-03-312026-04-29

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.4K shares0.36%2026-03-312026-04-29

NEE NEXTERA ENERGY INC2.6K sharesnew addition2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR3.9K shares-14.41%2026-03-312026-04-29

FCVT FIRST TR EXCHANGE-TRADED FD5.4K shares0.04%2026-03-312026-04-29

Sponsored

BKH BLACK HILLS CORP3.3K shares0.00%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC238 shares14.42%2026-03-312026-04-29

SNDK SANDISK CORP360 sharesnew addition2026-03-312026-04-29

ED CONSOLIDATED EDISON INC2.0K sharesnew addition2026-03-312026-04-29

ORCL ORACLE CORP1.5K shares15.87%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-59.91%2026-03-312026-04-29

FNY FIRST TR EXCHANGE-TRADED ALP2.5K shares-12.19%2026-03-312026-04-29

ITA ISHARES TR1.0K shares-47.17%2026-03-312026-04-29

Sponsored

IEUR ISHARES TR3.1K shares-17.07%2026-03-312026-04-29

SCCO SOUTHERN COPPER CORP1.3K sharesnew addition2026-03-312026-04-29

XLY SELECT SECTOR SPDR TR2.0K shares-11.98%2026-03-312026-04-29

IDHQ INVESCO EXCH TRADED FD TR II6.0K shares0.17%2026-03-312026-04-29

EEMV ISHARES INC3.3K shares0.74%2026-03-312026-04-29

IJJ ISHARES TR1.6K shares0.13%2026-03-312026-04-29

ASML ASML HLDG NV159 sharesnew addition2026-03-312026-04-29

OMFS INVESCO EXCH TRD SLF IDX FD4.5K sharesnew addition2026-03-312026-04-29

Sponsored

DIA STATE STR SPDR DOW JONES IND437 shares0.23%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40328 sharesnew addition2026-03-312026-04-29

MFSB MFS ACTIVE EXCHANGE TRADED F8.1K sharesnew addition2026-03-312026-04-29

MSIF MSC INCOME FUND INC12.2K sharesnew addition2026-03-312026-04-29

IBRX IMMUNITYBIO INC16.8K sharesnew addition2026-03-312026-04-29

NUV NUVEEN MUN VALUE FD INC10.8K shares0.00%2026-03-312026-04-29

ARDX ARDELYX INC12.0K sharesnew addition2026-03-312026-04-29

IWL

ISHARES TR

3.39%

Shares409.9K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

3.07%

Shares69.3K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

4.12%

Shares469.7K

Event2026-03-31

Filed2026-04-29

MOAT

VANECK ETF TRUST

2.35%

Shares302.9K

Event2026-03-31

Filed2026-04-29

GDX

VANECK ETF TRUST

1.49%

Shares255.1K

Event2026-03-31

Filed2026-04-29

VNLA

JANUS DETROIT STR TR

9.36%

Shares450.8K

Event2026-03-31

Filed2026-04-29

GTO

INVESCO ACTIVELY MANAGED EXC

4.18%

Shares359.5K

Event2026-03-31

Filed2026-04-29

SDVY

FIRST TR EXCHANGE TRADED FD

4.53%

Shares414.7K

Event2026-03-31

Filed2026-04-29

FYC

FIRST TR EXCHANGE-TRADED ALP

2.70%

Shares146.9K

Event2026-03-31

Filed2026-04-29

GPIX

GOLDMAN SACHS ETF TR

New

Shares274.6K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

99.67%

Shares35.6K

Event2026-03-31

Filed2026-04-29

FEOE

RBB FUND TRUST

New

Shares246.3K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-3.17%

Shares28.2K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

4.25%

Shares137.3K

Event2026-03-31

Filed2026-04-29

SPSM

SPDR SERIES TRUST

-4.27%

Shares214.5K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-2.18%

Shares195.1K

Event2026-03-31

Filed2026-04-29

VEU

VANGUARD INTL EQUITY INDEX F

-19.04%

Shares110.4K

Event2026-03-31

Filed2026-04-29

BUFZ

FIRST TR EXCHNG TRADED FD VI

9.08%

Shares305.0K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

-2.13%

Shares168.6K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.98%

Shares15.2K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

6.12%

Shares41.6K

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

147.68%

Shares96.2K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

6.02%

Shares23.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-2.59%

Shares8.3K

Event2026-03-31

Filed2026-04-29

BUFQ

FIRST TR EXCHNG TRADED FD VI

13.60%

Shares130.9K

Event2026-03-31

Filed2026-04-29

SPEM

SPDR INDEX SHS FDS

1.81%

Shares97.4K

Event2026-03-31

Filed2026-04-29

FTLS

FIRST TR EXCH TRADED FD III

-3.45%

Shares63.5K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

5.27%

Shares19.4K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

1.71%

Shares67.6K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-21.78%

Shares12.2K

Event2026-03-31

Filed2026-04-29

BUFD

FIRST TR EXCHNG TRADED FD VI

7.40%

Shares132.4K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

25.59%

Shares5.6K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

3.05%

Shares27.0K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

125.28%

Shares12.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

7.45%

Shares11.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

7.17%

Shares8.2K

Event2026-03-31

Filed2026-04-29

TLH

ISHARES TR

80.35%

Shares28.0K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

38.84%

Shares30.2K

Event2026-03-31

Filed2026-04-29

BSCR

INVESCO EXCH TRD SLF IDX FD

-5.85%

Shares138.4K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

136.70%

Shares6.2K

Event2026-03-31

Filed2026-04-29

RECS

COLUMBIA ETF TR I

1.10%

Shares68.6K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

27.97%

Shares54.6K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

45.83%

Shares107.8K

Event2026-03-31

Filed2026-04-29

FTCS

FIRST TR EXCHANGE-TRADED FD

-2.63%

Shares25.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.06%

Shares8.0K

Event2026-03-31

Filed2026-04-29

VTV

VANGUARD INDEX FDS

2.44%

Shares11.5K

Event2026-03-31

Filed2026-04-29

CLOI

VANECK ETF TRUST

-24.34%

Shares41.3K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

12.89%

Shares22.7K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

178.50%

Shares23.4K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

13.23%

Shares18.5K

Event2026-03-31

Filed2026-04-29

USMC

PRINCIPAL EXCHANGE TRADED FD

-0.84%

Shares31.9K

Event2026-03-31

Filed2026-04-29

SPHQ

INVESCO EXCHANGE TRADED FD T

0.28%

Shares26.5K

Event2026-03-31

Filed2026-04-29

BSCS

INVESCO EXCH TRD SLF IDX FD

5.07%

Shares96.2K

Event2026-03-31

Filed2026-04-29

FIRST TR EXCHANGE TRADED FD

-0.59%

Shares32.4K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

5.14%

Shares9.1K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

366.13%

Shares37.9K

Event2026-03-31

Filed2026-04-29

VONV

VANGUARD SCOTTSDALE FDS

165.40%

Shares19.9K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

14.23%

Shares9.7K

Event2026-03-31

Filed2026-04-29

VRT

VERTIV HOLDINGS CO

-8.37%

Shares7.3K

Event2026-03-31

Filed2026-04-29

CGCB

CAPITAL GRP FIXED INCM ETF T

14.94%

Shares69.9K

Event2026-03-31

Filed2026-04-29

CGGR

CAPITAL GROUP GROWTH ETF

13.33%

Shares45.0K

Event2026-03-31

Filed2026-04-29

IEF

ISHARES TR

New

Shares17.9K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

2.14%

Shares24.9K

Event2026-03-31

Filed2026-04-29

WEC ENERGY GROUP INC

7.81%

Shares14.3K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

0.61%

Shares4.4K

Event2026-03-31

Filed2026-04-29

HGER

HARBOR ETF TRUST

New

Shares53.2K

Event2026-03-31

Filed2026-04-29

IUSG

ISHARES TR

23.85%

Shares9.9K

Event2026-03-31

Filed2026-04-29

CGCP

CAPITAL GRP FIXED INCM ETF T

14.97%

Shares68.4K

Event2026-03-31

Filed2026-04-29

CGUS

CAPITAL GROUP CORE EQUITY ET

11.27%

Shares39.4K

Event2026-03-31

Filed2026-04-29

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares89.1K

Event2026-03-31

Filed2026-04-29

JAAA

JANUS DETROIT STR TR

-12.45%

Shares27.6K

Event2026-03-31

Filed2026-04-29

THRO

BLACKROCK ETF TRUST

10.12%

Shares38.1K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

136.64%

Shares15.9K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

12.61%

Shares1.4K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

13.64%

Shares17.7K

Event2026-03-31

Filed2026-04-29

VONG

VANGUARD SCOTTSDALE FDS

156.75%

Shares11.8K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

14.26%

Shares11.3K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

25.64%

Shares11.7K

Event2026-03-31

Filed2026-04-29

FIXD

FIRST TR EXCHNG TRADED FD VI

0.29%

Shares26.5K

Event2026-03-31

Filed2026-04-29

FTA

FIRST TR EXCHANGE-TRADED ALP

-5.68%

Shares12.5K

Event2026-03-31

Filed2026-04-29

CGXU

CAPITAL GROUP INTL FOCUS EQT

11.13%

Shares39.0K

Event2026-03-31

Filed2026-04-29

BUFR

FIRST TR EXCHNG TRADED FD VI

65.73%

Shares33.9K

Event2026-03-31

Filed2026-04-29

CGBL

CAPITAL GROUP CORE BALANCED

51.70%

Shares32.6K

Event2026-03-31

Filed2026-04-29

JMBS

JANUS DETROIT STR TR

-4.09%

Shares24.8K

Event2026-03-31

Filed2026-04-29

FDN

FIRST TR EXCHANGE-TRADED FD

-9.45%

Shares4.6K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

3.49%

Shares4.4K

Event2026-03-31

Filed2026-04-29

AIRR

FIRST TR EXCHANGE TRADED FD

7.82%

Shares9.8K

Event2026-03-31

Filed2026-04-29

FTC

FIRST TR EXCHANGE-TRADED ALP

-5.13%

Shares7.0K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

23.53%

Shares31.8K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

-7.34%

Shares21.1K

Event2026-03-31

Filed2026-04-29

MTUM

ISHARES TR

14.73%

Shares4.1K

Event2026-03-31

Filed2026-04-29

ISPY

PROSHARES TR

-93.29%

Shares22.2K

Event2026-03-31

Filed2026-04-29

CGMM

CAPITAL GROUP EQUITY ETF TR

New

Shares32.0K

Event2026-03-31

Filed2026-04-29

LSGR

NATIXIS ETF TRUST II

New

Shares23.4K

Event2026-03-31

Filed2026-04-29

IJR

ISHARES TR

-0.94%

Shares7.3K

Event2026-03-31

Filed2026-04-29

FEX

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-29

AIQ

GLOBAL X FDS

1.98%

Shares19.4K

Event2026-03-31

Filed2026-04-29

IREN

IREN LIMITED

10.21%

Shares26.1K

Event2026-03-31

Filed2026-04-29

JCI

JOHNSON CONTROLS INTERNATION

13.18%

Shares6.8K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-3.67%

Shares2.9K

Event2026-03-31

Filed2026-04-29

EFG

ISHARES TR

345.59%

Shares7.9K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

14.62%

Shares2.9K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

17.33%

Shares7.0K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

14.68%

Shares1.2K

Event2026-03-31

Filed2026-04-29

AT&T INC

0.93%

Shares28.8K

Event2026-03-31

Filed2026-04-29

BDYN

BLACKROCK ETF TRUST

7.31%

Shares34.4K

Event2026-03-31

Filed2026-04-29

IWM

ISHARES TR

-47.02%

Shares3.4K

Event2026-03-31

Filed2026-04-29

CIBR

FIRST TR EXCHANGE-TRADED FD

-15.25%

Shares13.2K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-29

SPIB

SPDR SERIES TRUST

10.38%

Shares24.4K

Event2026-03-31

Filed2026-04-29

FEP

FIRST TR EXCH TRD ALPHDX FD

-9.70%

Shares14.9K

Event2026-03-31

Filed2026-04-29