Sponsored

The Analysis of RMR Wealth Builders's Holdings & P&L

Currently, RMR Wealth Builders holds 277 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in VUG (+26.3K shares, valued at $11.5M), N/A (+454.4K shares, valued at $10.6M), N/A (+14.6K shares, valued at $8.8M); decreased their positions in IWM (-17.0K shares, valued at $4.2M), IJR (-33.6K shares, valued at $4.2M), N/A (-5.3K shares, valued at $2.6M); initiated new positions in NEM (+25.0K shares, valued at $2.7M), UYLD (+17.8K shares, valued at $911.9K), JPST (+11.7K shares, valued at $590.5K).

1M P&L

-93.7M-7.42%

3M P&L

-681.2M-36.83%

HY P&L

-653.6M-35.88%

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/A669.6M

65.0%

2Semiconductors57.5M

5.6%

3Consumer Electronics39.1M

3.8%

Top Industries by Stock Count

1N/A91 stocks

36.3%

2Software - Application9 stocks

3.6%

3Semiconductors9 stocks

3.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS202.3K shares7.81%2026-03-312026-04-22

VUG VANGUARD INDEX FDS264.7K shares11.05%2026-03-312026-04-22

VTV VANGUARD INDEX FDS574.0K shares3.18%2026-03-312026-04-22

IJH ISHARES TR1.1M shares-2.21%2026-03-312026-04-22

IEFA ISHARES TR694.5K shares6.71%2026-03-312026-04-22

NORTHERN LTS FD TR II NORTHERN LTS FD TR II2.3M shares25.21%2026-03-312026-04-22

NVDA NVIDIA CORPORATION249.4K shares-1.29%2026-03-312026-04-22

IWF ISHARES TR100.0K shares-0.62%2026-03-312026-04-22

Sponsored

AAPL APPLE INC154.1K shares16.26%2026-03-312026-04-22

SUB ISHARES TR294.6K shares2.29%2026-03-312026-04-22

IWD ISHARES TR137.2K shares-0.91%2026-03-312026-04-22

FSMB FIRST TR EXCH TRADED FD III1.1M shares5.28%2026-03-312026-04-22

MSFT MICROSOFT CORP53.6K shares4.62%2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR796.4K shares21.25%2026-03-312026-04-22

HYS PIMCO ETF TR204.9K shares8.50%2026-03-312026-04-22

FMB FIRST TR EXCH TRADED FD III333.1K shares5.50%2026-03-312026-04-22

Sponsored

MUB ISHARES TR152.2K shares5.68%2026-03-312026-04-22

AMZN AMAZON COM INC76.3K shares3.23%2026-03-312026-04-22

BROADCOM INC BROADCOM INC45.6K shares-1.15%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO38.9K shares3.77%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T17.5K shares-0.47%2026-03-312026-04-22

CGMU CAPITAL GRP FIXED INCM ETF T385.6K shares14.12%2026-03-312026-04-22

ALPHABET INC ALPHABET INC31.7K shares3.13%2026-03-312026-04-22

MDY STATE STR SPDR S&P MIDCAP 4014.0K shares-2.98%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC14.1K shares4.23%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR12.3K shares-2.45%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.9K shares4.78%2026-03-312026-04-22

XOM EXXON MOBIL CORP36.9K shares-7.38%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION6.2K shares6.00%2026-03-312026-04-22

EFA ISHARES TR63.3K shares2.84%2026-03-312026-04-22

TSLA TESLA INC16.1K shares7.46%2026-03-312026-04-22

FTRB FEDERATED HERMES ETF TRUST235.3K shares13.26%2026-03-312026-04-22

Sponsored

V VISA INC19.2K shares10.51%2026-03-312026-04-22

NFLX NETFLIX INC.59.1K shares8.07%2026-03-312026-04-22

ALPHABET INC ALPHABET INC19.4K shares0.46%2026-03-312026-04-22

LLY ELI LILLY & CO6.0K shares7.42%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR41.6K shares2.74%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC26.4K shares5.68%2026-03-312026-04-22

CVX CHEVRON CORPORATION25.6K shares4.55%2026-03-312026-04-22

WMT WALMART INC41.7K shares1.79%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC15.1K shares12.86%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC87.9K shares1.73%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC5.1K shares12.90%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON17.4K shares175.46%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR163.8K shares-0.75%2026-03-312026-04-22

GLW CORNING INC30.6K shares-10.43%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC10.5K shares11.65%2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC31.6K shares3.63%2026-03-312026-04-22

Sponsored

MU MICRON TECHNOLOGY INC10.8K shares134.34%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC31.3K shares41.45%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP12.7K shares8.70%2026-03-312026-04-22

TJX TJX COS INC NEW21.4K shares10.92%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO11.1K shares15.38%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES INC22.5K shares22.07%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW25.0K shares14.25%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS13.5K shares15.72%2026-03-312026-04-22

Sponsored

VRTX VERTEX PHARMACEUTICALS INC7.1K shares22.82%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE11.2K shares33.41%2026-03-312026-04-22

WM WASTE MGMT INC DEL13.8K shares19.28%2026-03-312026-04-22

MCD MCDONALDS CORP10.1K shares18.03%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC19.5K shares31.31%2026-03-312026-04-22

AMT AMERICAN TOWER CORP18.0K shares36.83%2026-03-312026-04-22

IWM ISHARES TR12.4K shares-57.84%2026-03-312026-04-22

SPYM SPDR SERIES TRUST40.1K shares0.47%2026-03-312026-04-22

Sponsored

REGN REGENERON PHARMACEUTICALS3.9K shares11.97%2026-03-312026-04-22

MMM 3M CO20.5K shares17.58%2026-03-312026-04-22

PYLD PIMCO ETF TR112.5K shares18.63%2026-03-312026-04-22

OEF ISHARES TR9.2K shares0.28%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC39.7K shares28.25%2026-03-312026-04-22

MO ALTRIA GROUP INC43.2K shares764.53%2026-03-312026-04-22

CRM SALESFORCE INC14.6K shares38.60%2026-03-312026-04-22

NEM NEWMONT CORP25.0K sharesnew addition2026-03-312026-04-22

Sponsored

ORCL ORACLE CORP18.3K shares34.75%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC5.5K shares20.90%2026-03-312026-04-22

ASML ASML HLDG NV2.0K shares0.20%2026-03-312026-04-22

PGR PROGRESSIVE CORP11.9K shares45.07%2026-03-312026-04-22

IJR ISHARES TR18.9K shares-64.07%2026-03-312026-04-22

SHY ISHARES TR27.9K shares-3.06%2026-03-312026-04-22

KLAC KLA CORP1.6K shares406.51%2026-03-312026-04-22

AMAT APPLIED MATLS INC6.6K shares449.05%2026-03-312026-04-22

Sponsored

MA MASTERCARD INCORPORATED4.4K shares-0.70%2026-03-312026-04-22

GILD GILEAD SCIENCES INC13.9K shares0.45%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC5.6K shares1.87%2026-03-312026-04-22

GM GENERAL MTRS CO24.0K shares-4.83%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND3.7K shares-13.01%2026-03-312026-04-22

HON HONEYWELL INTL INC7.6K shares0.32%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC1.8K shares1.21%2026-03-312026-04-22

CME CME GROUP INC5.6K shares0.04%2026-03-312026-04-22

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F34.6K shares4.88%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC13.1K shares8.79%2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC9.0K shares-0.98%2026-03-312026-04-22

ABBV ABBVIE INC7.2K shares-1.35%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC3.4K shares-58.59%2026-03-312026-04-22

DGRW WISDOMTREE TR17.2K shares-7.85%2026-03-312026-04-22

KO COCA COLA CO19.5K shares-1.94%2026-03-312026-04-22

TER TERADYNE INC4.8K shares-5.66%2026-03-312026-04-22

Sponsored

PNC PNC FINL SVCS GROUP INC6.8K shares-0.66%2026-03-312026-04-22

SPTI SPDR SERIES TRUST48.9K shares12.63%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC12.1K shares0.19%2026-03-312026-04-22

CBNA CHAIN BRIDGE BANCORP INC38.7K shares0.00%2026-03-312026-04-22

IWR ISHARES TR13.8K shares-2.90%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP16.3K shares0.58%2026-03-312026-04-22

TWLO TWILIO INC10.4K shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC1.8K shares-0.27%2026-03-312026-04-22

Sponsored

SHYD VANECK ETF TRUST56.8K shares28.61%2026-03-312026-04-22

XLV SELECT SECTOR SPDR TR8.3K shares-10.46%2026-03-312026-04-22

CMCSA COMCAST CORP NEW40.5K shares-4.05%2026-03-312026-04-22

PVAL PUTNAM ETF TRUST24.8K shares0.69%2026-03-312026-04-22

SCHM SCHWAB STRATEGIC TR37.0K shares-0.12%2026-03-312026-04-22

CSX CSX CORP27.3K shares-0.15%2026-03-312026-04-22

MS MORGAN STANLEY6.5K shares0.55%2026-03-312026-04-22

MPWR MONOLITHIC PWR SYS INC974 shares1.67%2026-03-312026-04-22

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP4.8K shares9.55%2026-03-312026-04-22

GLDM WORLD GOLD TR11.0K shares32.56%2026-03-312026-04-22

COP CONOCOPHILLIPS7.7K shares-12.64%2026-03-312026-04-22

PCAR PACCAR INC8.7K shares0.00%2026-03-312026-04-22

CB CHUBB LTD SWITZ3.1K shares-16.67%2026-03-312026-04-22

SDY SPDR SERIES TRUST6.8K shares0.26%2026-03-312026-04-22

CVS CVS HEALTH CORP13.7K shares-0.11%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR37.7K shares-0.23%2026-03-312026-04-22

Sponsored

IWB ISHARES TR2.6K shares-0.69%2026-03-312026-04-22

TFC TRUIST FINL CORP20.0K shares-1.28%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP5.0K shares0.22%2026-03-312026-04-22

UYLD ANGEL OAK FUNDS TRUST17.8K sharesnew addition2026-03-312026-04-22

SHOP SHOPIFY INC7.5K shares-10.06%2026-03-312026-04-22

TXN TEXAS INSTRS INC4.5K shares-1.43%2026-03-312026-04-22

HLT HILTON WORLDWIDE HLDGS INC2.9K shares0.03%2026-03-312026-04-22

GLD SPDR GOLD TR2.0K shares6.57%2026-03-312026-04-22

Sponsored

UNP UNION PAC CORP3.4K shares0.09%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR16.5K shares-6.32%2026-03-312026-04-22

EA ELECTRONIC ARTS INC4.0K shares-0.50%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR12.9K shares7.20%2026-03-312026-04-22

PECO PHILLIPS EDISON & CO INC21.1K shares-0.71%2026-03-312026-04-22

BAC BANK AMERICA CORP15.8K shares-10.09%2026-03-312026-04-22

FAST FASTENAL CO16.5K shares0.00%2026-03-312026-04-22

RGLD ROYAL GOLD INC3.0K shares0.20%2026-03-312026-04-22

Sponsored

DIS DISNEY WALT CO7.7K shares-9.09%2026-03-312026-04-22

NEE NEXTERA ENERGY INC7.8K shares-4.18%2026-03-312026-04-22

PSX PHILLIPS 664.0K shares1.00%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-22

KEYS KEYSIGHT TECHNOLOGIES INC2.5K shares0.48%2026-03-312026-04-22

RTX RTX CORPORATION3.7K shares4.20%2026-03-312026-04-22

SPDW SPDR INDEX SHS FDS15.3K shares-5.67%2026-03-312026-04-22

PG PROCTER & GAMBLE CO4.8K shares-73.03%2026-03-312026-04-22

Sponsored

INTC INTEL CORP15.5K shares6.75%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN4.3K shares-0.16%2026-03-312026-04-22

NRK NUVEEN NY AMT FREE65.7K shares0.06%2026-03-312026-04-22

MAIN MAIN STR CAP CORP12.7K shares-1.62%2026-03-312026-04-22

CSGP COSTAR GROUP INC16.6K shares3.37%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.7K shares8.09%2026-03-312026-04-22

FRONTLINE PLC FRONTLINE PLC18.7K shares3.18%2026-03-312026-04-22

SHM SPDR SERIES TRUST13.6K shares-7.04%2026-03-312026-04-22

Sponsored

ENB ENBRIDGE INC11.8K shares0.00%2026-03-312026-04-22

GEV GE VERNOVA INC726 shares5.52%2026-03-312026-04-22

LRGF ISHARES TR9.5K shares-4.06%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC19.0K shares-2.25%2026-03-312026-04-22

SCHW SCHWAB CHARLES CORP6.3K shares3.06%2026-03-312026-04-22

JPST J P MORGAN EXCHANGE TRADED F11.7K sharesnew addition2026-03-312026-04-22

INTU INTUIT1.4K shares-64.14%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD34.9K shares-2.25%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC7.4K shares5.60%2026-03-312026-04-22

BSCQ INVESCO EXCH TRD SLF IDX FD28.3K shares0.51%2026-03-312026-04-22

ULTA ULTA BEAUTY INC1.1K shares1.64%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.9K shares25.03%2026-03-312026-04-22

SMH VANECK ETF TRUST1.4K shares-3.94%2026-03-312026-04-22

BKNG BOOKING HOLDINGS INC128 shares-1.54%2026-03-312026-04-22

VRT VERTIV HOLDINGS CO2.1K shares4.43%2026-03-312026-04-22

XVV ISHARES TR10.9K shares145.65%2026-03-312026-04-22

Sponsored

ED CONSOLIDATED EDISON INC4.7K shares-3.24%2026-03-312026-04-22

IEI ISHARES TR4.5K shares0.00%2026-03-312026-04-22

GWRE GUIDEWIRE SOFTWARE INC3.6K shares0.00%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC3.2K shares-0.80%2026-03-312026-04-22

IVV ISHARES TR802 shares2.82%2026-03-312026-04-22

LHX L3HARRIS TECHNOLOGIES INC1.5K shares2.86%2026-03-312026-04-22

LYB LYONDELLBASELL INDUSTRIES NV6.5K shares4.50%2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS6.5K shares19.93%2026-03-312026-04-22

Sponsored

LOW LOWES COS INC2.1K shares2.74%2026-03-312026-04-22

QQQM INVESCO EXCH TRADED FD TR II2.0K shares4.67%2026-03-312026-04-22

CLOI VANECK ETF TRUST9.2K shares36.03%2026-03-312026-04-22

MCK MCKESSON CORP554 shares17.12%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC811 shares-0.12%2026-03-312026-04-22

ELAN ELANCO ANIMAL HEALTH INC19.8K shares0.00%2026-03-312026-04-22

NXJ NUVEEN NEW JERSEY38.2K shares-0.53%2026-03-312026-04-22

AVDE AMERICAN CENTY ETF TR5.5K shares0.00%2026-03-312026-04-22

Sponsored

BSX BOSTON SCIENTIFIC CORP7.4K shares3.65%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO7.4K shares6.90%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP1.7K sharesnew addition2026-03-312026-04-22

TMUS T-MOBILE US INC2.1K shares-0.10%2026-03-312026-04-22

LINDE PLC LINDE PLC881 shares-85.72%2026-03-312026-04-22

DOCU DOCUSIGN INC9.1K shares0.00%2026-03-312026-04-22

FEOE RBB FUND TRUST8.6K shares9.92%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS8.6K shares0.00%2026-03-312026-04-22

Sponsored

HUM HUMANA INC2.5K shares0.61%2026-03-312026-04-22

SPYG SPDR SERIES TRUST4.4K shares-25.68%2026-03-312026-04-22

BARRICK MNG CORP BARRICK MNG CORP10.2K shares0.51%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC1.2K shares-18.07%2026-03-312026-04-22

QQQJ INVESCO EXCH TRADED FD TR II11.4K shares-14.67%2026-03-312026-04-22

TRU TRANSUNION5.9K shares0.00%2026-03-312026-04-22

SHW SHERWIN WILLIAMS CO1.3K shares0.00%2026-03-312026-04-22

BSCR INVESCO EXCH TRD SLF IDX FD20.7K shares1.66%2026-03-312026-04-22

Sponsored

AXON AXON ENTERPRISE INC947 shares7.49%2026-03-312026-04-22

IBN ICICI BANK LIMITED15.4K shares0.00%2026-03-312026-04-22

IGSB ISHARES TR7.5K shares-1.49%2026-03-312026-04-22

BWA BORGWARNER INC7.2K shares0.00%2026-03-312026-04-22

LPLA LPL FINL HLDGS INC1.3K shares0.00%2026-03-312026-04-22

MIDD MIDDLEBY CORP2.9K shares0.00%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW1.2K shares0.52%2026-03-312026-04-22

COIN COINBASE GLOBAL INC2.1K shares15.07%2026-03-312026-04-22

Sponsored

MPC MARATHON PETE CORP1.5K shares6.74%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR11.7K shares-4.45%2026-03-312026-04-22

ADBE ADOBE INC1.4K shares2.87%2026-03-312026-04-22

EW EDWARDS LIFESCIENCES CORP4.3K shares0.14%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP567 shares4.81%2026-03-312026-04-22

DXCM DEXCOM INC5.4K shares0.67%2026-03-312026-04-22

FTNT FORTINET INC4.1K shares9.67%2026-03-312026-04-22

DGRS WISDOMTREE TR6.3K shares-8.22%2026-03-312026-04-22

Sponsored

IVW ISHARES TR3.0K shares-1.63%2026-03-312026-04-22

TYL TYLER TECHNOLOGIES INC962 shares10.57%2026-03-312026-04-22

RING ISHARES INC4.1K shares0.00%2026-03-312026-04-22

MELI MERCADOLIBRE INC188 shares13.94%2026-03-312026-04-22

T AT&T INC11.2K shares-27.96%2026-03-312026-04-22

MKTX MARKETAXESS HLDGS INC2.0K shares-0.05%2026-03-312026-04-22

SGOV ISHARES TR3.2K sharesnew addition2026-03-312026-04-22

DON WISDOMTREE TR6.1K shares-10.25%2026-03-312026-04-22

Sponsored

SCHA SCHWAB STRATEGIC TR11.1K shares-6.66%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS1.5K shares0.21%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF8.1K shares-2.38%2026-03-312026-04-22

AOS SMITH A O CORP4.7K shares0.00%2026-03-312026-04-22

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.8K shares-1.64%2026-03-312026-04-22

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-22

RPM RPM INTL INC3.0K shares0.00%2026-03-312026-04-22

DIVB ISHARES TR5.5K shares27.94%2026-03-312026-04-22

Sponsored

RY ROYAL BK CDA1.8K shares0.00%2026-03-312026-04-22

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.5K shares-18.30%2026-03-312026-04-22

HTGC HERCULES CAPITAL INC19.6K shares-3.36%2026-03-312026-04-22

IDXX IDEXX LABS INC505 shares-0.20%2026-03-312026-04-22

IWV ISHARES TR756 shares0.00%2026-03-312026-04-22

SMG SCOTTS MIRACLE-GRO CO4.6K shares0.00%2026-03-312026-04-22

SMLF ISHARES TR3.7K shares-3.19%2026-03-312026-04-22

IEX IDEX CORP1.5K shares0.00%2026-03-312026-04-22

Sponsored

MCHP MICROCHIP TECHNOLOGY INC.4.3K shares0.68%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR5.5K sharesnew addition2026-03-312026-04-22

IVE ISHARES TR1.3K shares-0.30%2026-03-312026-04-22

SHV ISHARES TR2.5K shares3.90%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD2.2K shares0.00%2026-03-312026-04-22

PYPL PAYPAL HLDGS INC5.8K shares10.38%2026-03-312026-04-22

BA BOEING CO1.3K shares0.85%2026-03-312026-04-22

VTI VANGUARD INDEX FDS791 shares5.33%2026-03-312026-04-22

Sponsored

ET ENERGY TRANSFER L P12.4K sharesnew addition2026-03-312026-04-22

AMGN AMGEN INC675 sharesnew addition2026-03-312026-04-22

LMBS FIRST TR EXCHANGE-TRADED FD4.7K shares-1.76%2026-03-312026-04-22

VMI VALMONT INDS INC589 shares0.17%2026-03-312026-04-22

EMXC ISHARES INC3.0K shares-2.61%2026-03-312026-04-22

NBIS NEBIUS GROUP N.V.2.3K sharesnew addition2026-03-312026-04-22

AZO AUTOZONE INC68 shares-4.23%2026-03-312026-04-22

VO VANGUARD INDEX FDS787 shares-15.19%2026-03-312026-04-22

Sponsored

RIO RIO TINTO PLC2.4K sharesnew addition2026-03-312026-04-22

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.1K shares-5.26%2026-03-312026-04-22

ITM VANECK ETF TRUST4.8K sharesnew addition2026-03-312026-04-22

VGK VANGUARD INTL EQUITY INDEX F2.6K shares8.96%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION1.6K shares-2.91%2026-03-312026-04-22

OLED UNIVERSAL DISPLAY CORP2.3K shares0.00%2026-03-312026-04-22

BOTZ GLOBAL X FDS6.4K shares0.22%2026-03-312026-04-22

MYN BLACKROCK MUNIYIELD N Y QUAL22.0K sharesnew addition2026-03-312026-04-22

Sponsored

UNH UNITEDHEALTH GROUP INC783 shares-21.39%2026-03-312026-04-22

VST VISTRA CORP1.4K sharesnew addition2026-03-312026-04-22

FDLO FIDELITY COVINGTON TRUST3.2K sharesnew addition2026-03-312026-04-22

QYLD GLOBAL X FDS12.1K shares4.05%2026-03-312026-04-22

ABT ABBOTT LABORATORIES2.0K shares-2.57%2026-03-312026-04-22

PUTNAM ETF TRUST PUTNAM ETF TRUST17.7K shares0.24%2026-03-312026-04-22

BE BLOOM ENERGY CORP1.5K sharesnew addition2026-03-312026-04-22

ON ON SEMICONDUCTOR CORP3.3K sharesnew addition2026-03-312026-04-22

Sponsored

DVY ISHARES TR1.3K sharesnew addition2026-03-312026-04-22

VALE VALE S A10.8K shares0.00%2026-03-312026-04-22

LYG LLOYDS BANKING GROUP PLC16.1K sharesnew addition2026-03-312026-04-22

SOUN SOUNDHOUND AI INC11.7K sharesnew addition2026-03-312026-04-22

PHK PIMCO HIGH INCOME FD11.6K shares-8.21%2026-03-312026-04-22

VANGUARD INDEX FDS

7.81%

Shares202.3K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD INDEX FDS

11.05%

Shares264.7K

Event2026-03-31

Filed2026-04-22

VTV

VANGUARD INDEX FDS

3.18%

Shares574.0K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-2.21%

Shares1.1M

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

6.71%

Shares694.5K

Event2026-03-31

Filed2026-04-22

NORTHERN LTS FD TR II

25.21%

Shares2.3M

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-1.29%

Shares249.4K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

-0.62%

Shares100.0K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

16.26%

Shares154.1K

Event2026-03-31

Filed2026-04-22

SUB

ISHARES TR

2.29%

Shares294.6K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES TR

-0.91%

Shares137.2K

Event2026-03-31

Filed2026-04-22

FSMB

FIRST TR EXCH TRADED FD III

5.28%

Shares1.1M

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

4.62%

Shares53.6K

Event2026-03-31

Filed2026-04-22

SCHO

SCHWAB STRATEGIC TR

21.25%

Shares796.4K

Event2026-03-31

Filed2026-04-22

HYS

PIMCO ETF TR

8.50%

Shares204.9K

Event2026-03-31

Filed2026-04-22

FMB

FIRST TR EXCH TRADED FD III

5.50%

Shares333.1K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

5.68%

Shares152.2K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

3.23%

Shares76.3K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-1.15%

Shares45.6K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

3.77%

Shares38.9K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

-0.47%

Shares17.5K

Event2026-03-31

Filed2026-04-22

CGMU

CAPITAL GRP FIXED INCM ETF T

14.12%

Shares385.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

3.13%

Shares31.7K

Event2026-03-31

Filed2026-04-22

MDY

STATE STR SPDR S&P MIDCAP 40

-2.98%

Shares14.0K

Event2026-03-31

Filed2026-04-22