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The Analysis of SEEDS INVESTOR LLC's Holdings & P&L

Currently, SEEDS INVESTOR LLC holds 350 types of securities in its portfolio with a total value $734.7M. In the most recent quarter, they have increased their positions in MUB (+245.3K shares, valued at $26.3M), N/A (+19.5K shares, valued at $12.5M), IUSB (+265.6K shares, valued at $12.3M); decreased their positions in BIV (-189.2K shares, valued at $14.7M), IQSI (-61.2K shares, valued at $2.3M), SPY (-3.0K shares, valued at $2.1M); initiated new positions in IUSB (+265.6K shares, valued at $12.3M), MBB (+113.4K shares, valued at $10.8M), IBIT (+223.5K shares, valued at $9.4M).

1M P&L

+10.1M+2.07%

3M P&L

-14.3M-2.81%

HY P&L

+5.6M+1.15%

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/A353.8M

75.6%

2Semiconductors14.7M

3.1%

3Consumer Electronics11.8M

2.5%

Top Industries by Stock Count

1N/A76 stocks

31.5%

2Banks - Diversified10 stocks

4.1%

3Software - Application8 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS140.7K shares1.03%2026-03-312026-05-11

MUB ISHARES TR409.2K shares149.64%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS56.4K shares52.94%2026-03-312026-05-11

VTES VANGUARD WELLINGTON FD194.1K shares2.40%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS371.0K shares6.14%2026-03-312026-05-11

BNDX VANGUARD CHARLOTTE FDS372.6K shares98.02%2026-03-312026-05-11

VTEI VANGUARD MUN BD FDS163.6K shares0.82%2026-03-312026-05-11

EUSB ISHARES TR370.5K shares3.01%2026-03-312026-05-11

Sponsored

DFSB DIMENSIONAL ETF TRUST256.9K shares11.37%2026-03-312026-05-11

NVDA NVIDIA CORPORATION66.6K shares9.93%2026-03-312026-05-11

AAPL APPLE INC49.6K shares18.21%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F155.4K shares-8.56%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR135.9K shares6.57%2026-03-312026-05-11

IUSB ISHARES TR265.6K sharesnew addition2026-03-312026-05-11

BIV VANGUARD BD INDEX FDS146.7K shares-56.32%2026-03-312026-05-11

MBB ISHARES TR113.4K sharesnew addition2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T14.0K shares-17.49%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF223.5K sharesnew addition2026-03-312026-05-11

JMSI J P MORGAN EXCHANGE TRADED F169.1K shares13.44%2026-03-312026-05-11

TFLO ISHARES TR166.7K shares18.26%2026-03-312026-05-11

SPYX SPDR SERIES TRUST142.4K shares6.19%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 4011.9K shares-7.56%2026-03-312026-05-11

MSFT MICROSOFT CORP19.2K shares16.49%2026-03-312026-05-11

ALPHABET INC ALPHABET INC22.1K shares319.16%2026-03-312026-05-11

Sponsored

VUG VANGUARD INDEX FDS14.7K shares18.87%2026-03-312026-05-11

TFI SPDR SERIES TRUST150.0K shares-9.86%2026-03-312026-05-11

BGRN ISHARES TR139.8K shares8.21%2026-03-312026-05-11

SIVR ABRDN SILVER ETF TRUST77.7K shares-0.40%2026-03-312026-05-11

IJH ISHARES TR82.0K shares21.98%2026-03-312026-05-11

GOVT ISHARES TR245.6K sharesnew addition2026-03-312026-05-11

AMZN AMAZON COM INC22.5K shares79.03%2026-03-312026-05-11

PZA INVESCO EXCH TRADED FD TR II237.2K shares54.52%2026-03-312026-05-11

Sponsored

ISTB ISHARES TR113.7K shares23.71%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS103.9K shares20.37%2026-03-312026-05-11

VWOB VANGUARD WHITEHALL FDS73.1K shares120.74%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR181.4K sharesnew addition2026-03-312026-05-11

BROADCOM INC BROADCOM INC12.5K shares14.67%2026-03-312026-05-11

LMUB ISHARES TR91.3K sharesnew addition2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS66.6K sharesnew addition2026-03-312026-05-11

BLV VANGUARD BD INDEX FDS65.7K sharesnew addition2026-03-312026-05-11

Sponsored

JMHI J P MORGAN EXCHANGE TRADED F91.1K shares17.27%2026-03-312026-05-11

ALPHABET INC ALPHABET INC13.4K shares63.47%2026-03-312026-05-11

ETFS GOLD TR ETFS GOLD TR95.2K sharesnew addition2026-03-312026-05-11

SUSB ISHARES TR174.0K shares3.46%2026-03-312026-05-11

SPSM SPDR SERIES TRUST81.7K shares-14.78%2026-03-312026-05-11

VTV VANGUARD INDEX FDS20.6K shares-0.44%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR155.3K sharesnew addition2026-03-312026-05-11

FTLS FIRST TR EXCH TRADED FD III56.8K shares22.80%2026-03-312026-05-11

Sponsored

FLMB FRANKLIN TEMPLETON ETF TR149.8K shares17.23%2026-03-312026-05-11

AOM ISHARES TR70.8K shares-11.31%2026-03-312026-05-11

SPHY SPDR SERIES TRUST141.5K shares62.13%2026-03-312026-05-11

CAOS EA SERIES TRUST34.7K shares57.03%2026-03-312026-05-11

CEF SPROTT ASSET MANAGEMENT LP56.0K sharesnew addition2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC7.2K shares22.57%2026-03-312026-05-11

IUSG ISHARES TR15.6K sharesnew addition2026-03-312026-05-11

SCHP SCHWAB STRATEGIC TR96.6K shares-38.64%2026-03-312026-05-11

Sponsored

CVIE MORGAN STANLEY ETF TRUST32.5K sharesnew addition2026-03-312026-05-11

IJR ISHARES TR18.4K shares34.65%2026-03-312026-05-11

VBR VANGUARD INDEX FDS10.6K shares-3.22%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II44.9K sharesnew addition2026-03-312026-05-11

IAGG ISHARES TR46.7K sharesnew addition2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR3.6K shares11.25%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO7.2K shares11.25%2026-03-312026-05-11

IVV ISHARES TR3.0K shares417.83%2026-03-312026-05-11

Sponsored

EFIV SPDR SERIES TRUST31.4K shares0.93%2026-03-312026-05-11

SPTM SPDR SERIES TRUST25.0K sharesnew addition2026-03-312026-05-11

GLD SPDR GOLD TR4.7K shares-1.85%2026-03-312026-05-11

HYXF ISHARES TR44.5K shares22.04%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR19.3K shares266.62%2026-03-312026-05-11

EFA ISHARES TR19.8K sharesnew addition2026-03-312026-05-11

ESML ISHARES TR39.8K shares15.19%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR17.0K shares473.87%2026-03-312026-05-11

Sponsored

IQSM NEW YORK LIFE INVESTMENTS ET53.1K shares-46.54%2026-03-312026-05-11

AVLC AMERICAN CENTY ETF TR23.2K shares24.33%2026-03-312026-05-11

AVLV AMERICAN CENTY ETF TR22.2K sharesnew addition2026-03-312026-05-11

LLY ELI LILLY & CO2.0K shares13.87%2026-03-312026-05-11

ASML ASML HLDG NV1.2K shares53.27%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP6.5K shares5.07%2026-03-312026-05-11

XJH ISHARES TR36.0K sharesnew addition2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS21.7K sharesnew addition2026-03-312026-05-11

Sponsored

COST COSTCO WHOLESALE CORPORATION1.7K shares35.05%2026-03-312026-05-11

IXUS ISHARES TR17.9K shares9.34%2026-03-312026-05-11

META META PLATFORMS INC2.5K shares20.60%2026-03-312026-05-11

JBL JABIL INC5.3K shares7.49%2026-03-312026-05-11

TLH ISHARES TR15.6K sharesnew addition2026-03-312026-05-11

SYSB ISHARES TR17.5K sharesnew addition2026-03-312026-05-11

SPTI SPDR SERIES TRUST53.9K sharesnew addition2026-03-312026-05-11

V VISA INC4.9K shares8.93%2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC3.9K shares17.77%2026-03-312026-05-11

CIEN CIENA CORP3.3K shares138.17%2026-03-312026-05-11

VOTE TCW ETF TRUST18.6K shares15.03%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC3.2K shares-11.18%2026-03-312026-05-11

EMXC ISHARES INC17.0K sharesnew addition2026-03-312026-05-11

VOE VANGUARD INDEX FDS7.7K shares-9.27%2026-03-312026-05-11

TSLA TESLA INC4.0K shares49.85%2026-03-312026-05-11

HD HOME DEPOT INC4.2K shares-8.42%2026-03-312026-05-11

Sponsored

SCHV SCHWAB STRATEGIC TR45.3K sharesnew addition2026-03-312026-05-11

WMT WALMART INC11.3K shares6.48%2026-03-312026-05-11

CHGX1 EA SERIES TRUST47.9K shares17.07%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC3.3K shares-2.20%2026-03-312026-05-11

IVE ISHARES TR6.1K shares352.14%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR48.6K sharesnew addition2026-03-312026-05-11

IVW ISHARES TR10.6K shares277.46%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.4K sharesnew addition2026-03-312026-05-11

Sponsored

IQSI NEW YORK LIFE INVESTMENTS ET33.3K shares-64.72%2026-03-312026-05-11

MA MASTERCARD INCORPORATED2.4K shares-5.13%2026-03-312026-05-11

KEYS KEYSIGHT TECHNOLOGIES INC3.6K shares36.51%2026-03-312026-05-11

ESGV VANGUARD WORLD FD9.7K shares0.00%2026-03-312026-05-11

STIP ISHARES TR11.1K sharesnew addition2026-03-312026-05-11

VGSH VANGUARD SCOTTSDALE FDS19.6K sharesnew addition2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS22.6K shares-32.66%2026-03-312026-05-11

VWO VANGUARD INTL EQUITY INDEX F19.5K sharesnew addition2026-03-312026-05-11

Sponsored

NFLX NETFLIX INC.10.5K shares17.03%2026-03-312026-05-11

TJX TJX COS INC NEW6.9K shares-4.05%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS13.7K sharesnew addition2026-03-312026-05-11

IGIB ISHARES TR19.9K sharesnew addition2026-03-312026-05-11

CAT CATERPILLAR INC1.3K shares76.87%2026-03-312026-05-11

SPMD SPDR SERIES TRUST16.3K shares5.51%2026-03-312026-05-11

SPYM SPDR SERIES TRUST12.4K shares-18.51%2026-03-312026-05-11

IEMG ISHARES INC13.2K sharesnew addition2026-03-312026-05-11

Sponsored

HLT HILTON WORLDWIDE HLDGS INC3.0K shares-18.77%2026-03-312026-05-11

ABBV ABBVIE INC4.8K shares0.83%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC6.5K shares-13.68%2026-03-312026-05-11

XOM EXXON MOBIL CORP6.7K shares25.47%2026-03-312026-05-11

NVS NOVARTIS AG6.5K shares8.93%2026-03-312026-05-11

LOW LOWES COS INC4.0K shares15.14%2026-03-312026-05-11

LITE LUMENTUM HLDGS INC1.2K sharesnew addition2026-03-312026-05-11

CELESTICA INC CELESTICA INC2.6K shares-17.38%2026-03-312026-05-11

Sponsored

ESGE ISHARES INC19.4K shares105.43%2026-03-312026-05-11

COHERENT CORP COHERENT CORP3.1K shares-24.35%2026-03-312026-05-11

DFUV DIMENSIONAL ETF TRUST18.9K sharesnew addition2026-03-312026-05-11

RSG REPUBLIC SVCS INC4.5K shares97.80%2026-03-312026-05-11

CASY CASEYS GEN STORES INC1.2K shares-29.88%2026-03-312026-05-11

CBRE CBRE GROUP INC6.2K shares-9.72%2026-03-312026-05-11

EFG ISHARES TR7.6K sharesnew addition2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST14.1K sharesnew addition2026-03-312026-05-11

Sponsored

MU MICRON TECHNOLOGY INC1.9K sharesnew addition2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares7.49%2026-03-312026-05-11

KLAC KLA CORP477 shares-30.77%2026-03-312026-05-11

WDC WESTERN DIGITAL CORP2.3K shares94.73%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC929 shares48.17%2026-03-312026-05-11

ICVT ISHARES TR7.7K sharesnew addition2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC18.5K shares33.05%2026-03-312026-05-11

SLQD ISHARES TR16.6K sharesnew addition2026-03-312026-05-11

Sponsored

KB KB FINL GROUP INC7.4K shares11.87%2026-03-312026-05-11

HYD VANECK ETF TRUST15.8K shares-28.09%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION5.7K shares51.95%2026-03-312026-05-11

EFV ISHARES TR10.2K sharesnew addition2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC3.9K sharesnew addition2026-03-312026-05-11

GEV GE VERNOVA INC801 sharesnew addition2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE2.5K shares2.06%2026-03-312026-05-11

ORCL ORACLE CORP4.8K shares0.21%2026-03-312026-05-11

Sponsored

NDAQ NASDAQ INC8.6K shares-8.04%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON3.1K shares23.04%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC1.4K shares19.24%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC2.8K shares24.38%2026-03-312026-05-11

BAC BANK AMERICA CORP13.3K shares11.08%2026-03-312026-05-11

KO COCA COLA CO9.2K shares1.66%2026-03-312026-05-11

PEP PEPSICO INC4.5K shares9.00%2026-03-312026-05-11

CSCO CISCO SYS INC8.4K shares11.46%2026-03-312026-05-11

Sponsored

PFG PRINCIPAL FINANCIAL GROUP IN7.4K shares81.71%2026-03-312026-05-11

USFD US FOODS HLDG CORP7.2K shares5.20%2026-03-312026-05-11

GLW CORNING INC3.8K shares8.31%2026-03-312026-05-11

SPGI S&P GLOBAL INC1.5K shares-25.36%2026-03-312026-05-11

BOXX EA SERIES TRUST5.4K shares-49.63%2026-03-312026-05-11

QCOM QUALCOMM INC4.7K shares-6.91%2026-03-312026-05-11

UTHR UNITED THERAPEUTICS CORP DEL1.1K shares-27.51%2026-03-312026-05-11

HAS HASBRO INC6.6K shares-28.55%2026-03-312026-05-11

Sponsored

LINDE PLC LINDE PLC1.2K shares27.78%2026-03-312026-05-11

SHYG ISHARES TR14.3K sharesnew addition2026-03-312026-05-11

DIS DISNEY WALT CO6.0K shares-19.28%2026-03-312026-05-11

DE DEERE & CO1.0K shares34.21%2026-03-312026-05-11

NVT NVENT ELEC PLC4.4K shares-2.15%2026-03-312026-05-11

PG PROCTER & GAMBLE CO4.1K shares29.74%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC4.9K shares53.99%2026-03-312026-05-11

SHE SPDR SERIES TRUST4.3K shares17.95%2026-03-312026-05-11

Sponsored

MCO MOODYS CORP1.3K shares-6.37%2026-03-312026-05-11

RB GLOBAL INC RB GLOBAL INC5.5K shares12.68%2026-03-312026-05-11

EXC EXELON CORP11.5K shares20.62%2026-03-312026-05-11

CAH CARDINAL HEALTH INC2.6K sharesnew addition2026-03-312026-05-11

KRMA GLOBAL X FDS12.7K shares16.38%2026-03-312026-05-11

GWW WW GRAINGER INC481 shares-35.00%2026-03-312026-05-11

BALL BALL CORP8.7K shares26.11%2026-03-312026-05-11

AVMV AMERICAN CENTY ETF TR7.2K shares39.40%2026-03-312026-05-11

Sponsored

MCK MCKESSON CORP634 sharesnew addition2026-03-312026-05-11

INCE FRANKLIN TEMPLETON ETF TR8.3K sharesnew addition2026-03-312026-05-11

JUST GOLDMAN SACHS ETF TR5.5K shares13.67%2026-03-312026-05-11

HSBC HSBC HLDGS PLC5.8K shares84.52%2026-03-312026-05-11

MUFG MITSUBISHI UFJ FINANCIAL GRO28.9K shares-0.24%2026-03-312026-05-11

XPO XPO INC2.5K shares22.29%2026-03-312026-05-11

WM WASTE MGMT INC DEL2.3K shares39.11%2026-03-312026-05-11

DHI D R HORTON INC3.6K sharesnew addition2026-03-312026-05-11

Sponsored

JLL JONES LANG LASALLE INC1.6K shares2.90%2026-03-312026-05-11

ES EVERSOURCE ENERGY7.4K shares13.03%2026-03-312026-05-11

SYY SYSCO CORP6.7K shares14.88%2026-03-312026-05-11

VMBS VANGUARD SCOTTSDALE FDS10.5K sharesnew addition2026-03-312026-05-11

PLD PROLOGIS INC.3.6K shares22.05%2026-03-312026-05-11

CVX CHEVRON CORPORATION2.6K shares98.86%2026-03-312026-05-11

RRX REGAL REXNORD CORPORATION2.3K shares18.95%2026-03-312026-05-11

SCHE SCHWAB STRATEGIC TR13.8K sharesnew addition2026-03-312026-05-11

Sponsored

SMFG SUMITOMO MITSUI FIN GRP INC22.8K shares-4.17%2026-03-312026-05-11

RTX RTX CORPORATION2.4K shares2.23%2026-03-312026-05-11

FLEX FLEXTRONICS INTL LTD5.8K shares12.91%2026-03-312026-05-11

PEN PENUMBRA INC1.4K shares21.29%2026-03-312026-05-11

EWBC EAST WEST BANCORP INC3.9K shares-3.07%2026-03-312026-05-11

RY ROYAL BK CDA2.6K shares40.74%2026-03-312026-05-11

IEFA ISHARES TR4.7K shares1.00%2026-03-312026-05-11

USMV ISHARES TR4.9K sharesnew addition2026-03-312026-05-11

Sponsored

BURL BURLINGTON STORES INC1.3K shares19.41%2026-03-312026-05-11

NYT NEW YORK TIMES CO MTN BE5.6K shares-2.78%2026-03-312026-05-11

QUAL ISHARES TR2.2K sharesnew addition2026-03-312026-05-11

NWS NEWS CORP NEW15.4K shares20.01%2026-03-312026-05-11

MCD MCDONALDS CORP1.5K shares51.04%2026-03-312026-05-11

RGLD ROYAL GOLD INC1.6K shares1.52%2026-03-312026-05-11

NEE NEXTERA ENERGY INC4.7K shares4.77%2026-03-312026-05-11

VXF VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-05-11

Sponsored

PFE PFIZER INC15.7K shares23.23%2026-03-312026-05-11

WPM WHEATON PRECIOUS METALS CORP2.9K shares-7.06%2026-03-312026-05-11

SHM SPDR SERIES TRUST8.8K shares0.00%2026-03-312026-05-11

RNR RENAISSANCERE HLDGS LTD1.4K shares8.72%2026-03-312026-05-11

SAN BANCO SANTANDER SA33.6K shares11.66%2026-03-312026-05-11

JSCP J P MORGAN EXCHANGE TRADED F8.9K sharesnew addition2026-03-312026-05-11

WTRG ESSENTIAL UTILS INC10.6K shares7.49%2026-03-312026-05-11

FIX COMFORT SYS USA INC246 shares-25.45%2026-03-312026-05-11

Sponsored

NWSA NEWS CORP NEW15.8K shares40.76%2026-03-312026-05-11

HWM HOWMET AEROSPACE INC1.5K sharesnew addition2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS6.5K sharesnew addition2026-03-312026-05-11

THRO BLACKROCK ETF TRUST9.8K sharesnew addition2026-03-312026-05-11

RS RELIANCE INC1.2K shares21.84%2026-03-312026-05-11

HDV ISHARES TR2.8K sharesnew addition2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.6K shares-33.86%2026-03-312026-05-11

IDCC INTERDIGITAL INC1.1K shares-4.75%2026-03-312026-05-11

Sponsored

TXN TEXAS INSTRS INC1.7K shares22.81%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC1.2K shares19.98%2026-03-312026-05-11

CSL CARLISLE COS INC1.0K shares8.03%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST9.2K sharesnew addition2026-03-312026-05-11

EA ELECTRONIC ARTS INC1.8K shares-48.89%2026-03-312026-05-11

WFC WELLS FARGO & CO4.4K shares0.16%2026-03-312026-05-11

SNDK SANDISK CORP384 sharesnew addition2026-03-312026-05-11

MSGS MADISON SQUARE GRDN SPRT COR1.0K shares22.05%2026-03-312026-05-11

Sponsored

CENCORA INC CENCORA INC1.1K shares7.98%2026-03-312026-05-11

PRI PRIMERICA INC1.3K shares-3.42%2026-03-312026-05-11

T AT&T INC13.8K shares14.47%2026-03-312026-05-11

MEAR ISHARES U S ETF TR6.9K sharesnew addition2026-03-312026-05-11

GGG GRACO INC3.9K shares47.27%2026-03-312026-05-11

MTUM ISHARES TR1.3K sharesnew addition2026-03-312026-05-11

WPC WP CAREY INC4.8K shares-2.28%2026-03-312026-05-11

TOL TOLL BROTHERS INC2.4K shares-1.24%2026-03-312026-05-11

Sponsored

AMGN AMGEN INC966 shares4.09%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC2.1K shares6.51%2026-03-312026-05-11

EZU ISHARES INC5.0K shares44.78%2026-03-312026-05-11

FJUL FIRST TR EXCHNG TRADED FD VI5.9K shares8.73%2026-03-312026-05-11

PSTG EVERPURE INC5.2K shares-4.81%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA ARGENTA14.1K shares-6.19%2026-03-312026-05-11

PFGC PERFORMANCE FOOD GROUP CO3.7K shares-2.19%2026-03-312026-05-11

URTH ISHARES INC1.7K shares-68.67%2026-03-312026-05-11

Sponsored

MDLZ MONDELEZ INTL INC5.7K sharesnew addition2026-03-312026-05-11

HIG HARTFORD INSURANCE GROUP INC2.4K shares-8.13%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR10.4K sharesnew addition2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC2.5K shares19.01%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC694 shares92.78%2026-03-312026-05-11

NBIX NEUROCRINE BIOSCIENCES INC2.5K shares-1.20%2026-03-312026-05-11

ABT ABBOTT LABORATORIES3.2K shares-39.17%2026-03-312026-05-11

SHEL SHELL PLC3.5K shares19.94%2026-03-312026-05-11

Sponsored

AVDE AMERICAN CENTY ETF TR3.5K sharesnew addition2026-03-312026-05-11

LECO LINCOLN ELEC HLDGS INC1.2K shares9.23%2026-03-312026-05-11

UNM UNUM GROUP4.0K shares-0.64%2026-03-312026-05-11

UNP UNION PAC CORP1.2K sharesnew addition2026-03-312026-05-11

TM TOYOTA MOTOR CORP1.5K sharesnew addition2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC3.3K shares-22.40%2026-03-312026-05-11

BMO BANK MONTREAL MEDIUM2.1K shares27.31%2026-03-312026-05-11

SGI SOMNIGROUP INTERNATIONAL INC3.8K shares-13.80%2026-03-312026-05-11

Sponsored

DHR DANAHER CORP DEL1.6K shares-42.97%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares25.29%2026-03-312026-05-11

COWG PACER FDS TR8.8K shares0.00%2026-03-312026-05-11

CRM SALESFORCE INC1.8K shares17.32%2026-03-312026-05-11

ASX ASE TECHNOLOGY HLDG CO LTD11.4K sharesnew addition2026-03-312026-05-11

CCK CROWN HLDGS INC2.8K shares-2.38%2026-03-312026-05-11

FJAN FIRST TR EXCHNG TRADED FD VI5.7K shares-0.07%2026-03-312026-05-11

AXP AMERICAN EXPRESS CO908 shares19.95%2026-03-312026-05-11

Sponsored

UNILEVER PLC UNILEVER PLC5.1K shares-4.07%2026-03-312026-05-11

AEIS ADVANCED ENERGY INDS758 sharesnew addition2026-03-312026-05-11

SONY SONY GROUP CORP13.9K shares-14.61%2026-03-312026-05-11

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN13.0K shares5.71%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE6.3K shares-0.05%2026-03-312026-05-11

APH AMPHENOL CORP1.9K shares-0.58%2026-03-312026-05-11

VO VANGUARD INDEX FDS920 sharesnew addition2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS1.8K sharesnew addition2026-03-312026-05-11

Sponsored

IDXX IDEXX LABS INC472 sharesnew addition2026-03-312026-05-11

WWD WOODWARD INC676 sharesnew addition2026-03-312026-05-11

COP CONOCOPHILLIPS2.3K sharesnew addition2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-13.41%2026-03-312026-05-11

ITOT ISHARES TR1.7K sharesnew addition2026-03-312026-05-11

TD TORONTO DOMINION BK ONT2.6K sharesnew addition2026-03-312026-05-11

ONCY ONCOLYTICS BIOTECH INC258.3K shares0.00%2026-03-312026-05-11

CME CME GROUP INC885 shares-2.21%2026-03-312026-05-11

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.3K shares-40.89%2026-03-312026-05-11

SAP SAP SE1.6K shares-15.67%2026-03-312026-05-11

CW CURTISS WRIGHT CORP350 sharesnew addition2026-03-312026-05-11

SCI SERVICE CORP INTL3.2K shares6.79%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR8.2K sharesnew addition2026-03-312026-05-11

ILMN ILLUMINA INC2.0K shares-22.16%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2026-03-312026-05-11

DFCA DIMENSIONAL ETF TRUST5.0K sharesnew addition2026-03-312026-05-11

Sponsored

PSQ PROSHARES TR8.4K sharesnew addition2026-03-312026-05-11

IBDU ISHARES TR10.6K sharesnew addition2026-03-312026-05-11

ZWS ZURN ELKAY WATER SOLNS CORP5.0K shares-0.76%2026-03-312026-05-11

IBDT ISHARES TR9.7K sharesnew addition2026-03-312026-05-11

IBDS ISHARES TR10.1K sharesnew addition2026-03-312026-05-11

IBDR ISHARES TR10.0K sharesnew addition2026-03-312026-05-11

PYPL PAYPAL HLDGS INC5.0K shares22.08%2026-03-312026-05-11

WMB WILLIAMS COS INC3.4K sharesnew addition2026-03-312026-05-11

Sponsored

EMGF ISHARES INC3.6K sharesnew addition2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD3.2K sharesnew addition2026-03-312026-05-11

RL RALPH LAUREN CORP634 shares-12.31%2026-03-312026-05-11

EME EMCOR GROUP INC284 sharesnew addition2026-03-312026-05-11

ICE INTERCONTINENTAL EXCHANGE IN1.4K sharesnew addition2026-03-312026-05-11

PLXS PLEXUS CORP1.0K sharesnew addition2026-03-312026-05-11

IDEF BLACKROCK ETF TRUST6.5K sharesnew addition2026-03-312026-05-11

ECL ECOLAB INC835 shares-5.65%2026-03-312026-05-11

Sponsored

BNDW VANGUARD SCOTTSDALE FDS3.3K shares-87.96%2026-03-312026-05-11

THE CIGNA GROUP THE CIGNA GROUP803 shares-36.77%2026-03-312026-05-11

WCN WASTE CONNECTIONS INC1.4K shares11.14%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC1.6K shares5.01%2026-03-312026-05-11

SANM SANMINA CORP1.4K shares-12.60%2026-03-312026-05-11

BLCR BLACKROCK ETF TRUST4.7K sharesnew addition2026-03-312026-05-11

BA BOEING CO948 shares-13.66%2026-03-312026-05-11

ALLY ALLY FINL INC4.9K shares1.27%2026-03-312026-05-11

Sponsored

SGOV ISHARES TR2.1K shares-67.44%2026-03-312026-05-11

DFIC DIMENSIONAL ETF TRUST5.5K sharesnew addition2026-03-312026-05-11

ADBE ADOBE INC877 shares42.14%2026-03-312026-05-11

REZI RESIDEO TECHNOLOGIES INC5.2K sharesnew addition2026-03-312026-05-11

JXN JACKSON FINANCIAL INC1.9K shares-17.99%2026-03-312026-05-11

HON HONEYWELL INTL INC876 sharesnew addition2026-03-312026-05-11

XVV ISHARES TR3.9K sharesnew addition2026-03-312026-05-11

FN FABRINET299 sharesnew addition2026-03-312026-05-11

Sponsored

EWJ ISHARES INC2.3K sharesnew addition2026-03-312026-05-11

XENE XENON PHARMACEUTICALS INC3.4K sharesnew addition2026-03-312026-05-11

GNR SPDR INDEX SHS FDS2.7K sharesnew addition2026-03-312026-05-11

BWA BORGWARNER INC3.8K shares-26.05%2026-03-312026-05-11

RBC RBC BEARINGS INC337 sharesnew addition2026-03-312026-05-11

CMCSA COMCAST CORP NEW7.2K sharesnew addition2026-03-312026-05-11

OGS ONE GAS INC2.3K sharesnew addition2026-03-312026-05-11

HLN HALEON PLC16.9K shares-19.26%2026-03-312026-05-11

Sponsored

AAL AMERICAN AIRLINES GROUP INC13.2K shares-9.80%2026-03-312026-05-11

SB SAFE BULKERS INC19.1K shares53.84%2026-03-312026-05-11

MFG MIZUHO FINANCIAL GROUP INC13.8K shares-3.23%2026-03-312026-05-11

ICL ICL GROUP LTD20.3K sharesnew addition2026-03-312026-05-11

NMR NOMURA HLDGS INC11.8K shares-16.03%2026-03-312026-05-11

LPL LG DISPLAY CO LTD10.2K sharesnew addition2026-03-312026-05-11

VTI

VANGUARD INDEX FDS

1.03%

Shares140.7K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

149.64%

Shares409.2K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

52.94%

Shares56.4K

Event2026-03-31

Filed2026-05-11

VTES

VANGUARD WELLINGTON FD

2.40%

Shares194.1K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

6.14%

Shares371.0K

Event2026-03-31

Filed2026-05-11

BNDX

VANGUARD CHARLOTTE FDS

98.02%

Shares372.6K

Event2026-03-31

Filed2026-05-11

VTEI

VANGUARD MUN BD FDS

0.82%

Shares163.6K

Event2026-03-31

Filed2026-05-11

EUSB

ISHARES TR

3.01%

Shares370.5K

Event2026-03-31

Filed2026-05-11

DFSB

DIMENSIONAL ETF TRUST

11.37%

Shares256.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

9.93%

Shares66.6K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

18.21%

Shares49.6K

Event2026-03-31

Filed2026-05-11

VEU

VANGUARD INTL EQUITY INDEX F

-8.56%

Shares155.4K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

6.57%

Shares135.9K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

New

Shares265.6K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

-56.32%

Shares146.7K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

New

Shares113.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-17.49%

Shares14.0K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

New

Shares223.5K

Event2026-03-31

Filed2026-05-11

JMSI

J P MORGAN EXCHANGE TRADED F

13.44%

Shares169.1K

Event2026-03-31

Filed2026-05-11

TFLO

ISHARES TR

18.26%

Shares166.7K

Event2026-03-31

Filed2026-05-11

SPYX

SPDR SERIES TRUST

6.19%

Shares142.4K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

-7.56%

Shares11.9K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

16.49%

Shares19.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

319.16%

Shares22.1K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

18.87%

Shares14.7K

Event2026-03-31

Filed2026-05-11

TFI

SPDR SERIES TRUST

-9.86%

Shares150.0K

Event2026-03-31

Filed2026-05-11

BGRN

ISHARES TR

8.21%

Shares139.8K

Event2026-03-31

Filed2026-05-11

SIVR

ABRDN SILVER ETF TRUST

-0.40%

Shares77.7K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

21.98%

Shares82.0K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

New

Shares245.6K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

79.03%

Shares22.5K

Event2026-03-31

Filed2026-05-11

PZA

INVESCO EXCH TRADED FD TR II

54.52%

Shares237.2K

Event2026-03-31

Filed2026-05-11

ISTB

ISHARES TR

23.71%

Shares113.7K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

20.37%

Shares103.9K

Event2026-03-31

Filed2026-05-11

VWOB

VANGUARD WHITEHALL FDS

120.74%

Shares73.1K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

New

Shares181.4K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

14.67%

Shares12.5K

Event2026-03-31

Filed2026-05-11

LMUB

ISHARES TR

New

Shares91.3K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

New

Shares66.6K

Event2026-03-31

Filed2026-05-11

BLV

VANGUARD BD INDEX FDS

New

Shares65.7K

Event2026-03-31

Filed2026-05-11

JMHI

J P MORGAN EXCHANGE TRADED F

17.27%

Shares91.1K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

63.47%

Shares13.4K

Event2026-03-31

Filed2026-05-11

ETFS GOLD TR

New

Shares95.2K

Event2026-03-31

Filed2026-05-11

SUSB

ISHARES TR

3.46%

Shares174.0K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

-14.78%

Shares81.7K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-0.44%

Shares20.6K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

New

Shares155.3K

Event2026-03-31

Filed2026-05-11

FTLS

FIRST TR EXCH TRADED FD III

22.80%

Shares56.8K

Event2026-03-31

Filed2026-05-11

FLMB

FRANKLIN TEMPLETON ETF TR

17.23%

Shares149.8K

Event2026-03-31

Filed2026-05-11

AOM

ISHARES TR

-11.31%

Shares70.8K

Event2026-03-31

Filed2026-05-11

SPHY

SPDR SERIES TRUST

62.13%

Shares141.5K

Event2026-03-31

Filed2026-05-11

CAOS

EA SERIES TRUST

57.03%

Shares34.7K

Event2026-03-31

Filed2026-05-11

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares56.0K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

22.57%

Shares7.2K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

New

Shares15.6K

Event2026-03-31

Filed2026-05-11

SCHP

SCHWAB STRATEGIC TR

-38.64%

Shares96.6K

Event2026-03-31

Filed2026-05-11

CVIE

MORGAN STANLEY ETF TRUST

New

Shares32.5K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

34.65%

Shares18.4K

Event2026-03-31

Filed2026-05-11

VBR

VANGUARD INDEX FDS

-3.22%

Shares10.6K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

New

Shares44.9K

Event2026-03-31

Filed2026-05-11

IAGG

ISHARES TR

New

Shares46.7K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

11.25%

Shares3.6K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

11.25%

Shares7.2K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

417.83%

Shares3.0K

Event2026-03-31

Filed2026-05-11

EFIV

SPDR SERIES TRUST

0.93%

Shares31.4K

Event2026-03-31

Filed2026-05-11

SPTM

SPDR SERIES TRUST

New

Shares25.0K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

-1.85%

Shares4.7K

Event2026-03-31

Filed2026-05-11

HYXF

ISHARES TR

22.04%

Shares44.5K

Event2026-03-31

Filed2026-05-11

AVDV

AMERICAN CENTY ETF TR

266.62%

Shares19.3K

Event2026-03-31

Filed2026-05-11

EFA

ISHARES TR

New

Shares19.8K

Event2026-03-31

Filed2026-05-11

ESML

ISHARES TR

15.19%

Shares39.8K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

473.87%

Shares17.0K

Event2026-03-31

Filed2026-05-11

IQSM

NEW YORK LIFE INVESTMENTS ET

-46.54%

Shares53.1K

Event2026-03-31

Filed2026-05-11

AVLC

AMERICAN CENTY ETF TR

24.33%

Shares23.2K

Event2026-03-31

Filed2026-05-11

AVLV

AMERICAN CENTY ETF TR

New

Shares22.2K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

13.87%

Shares2.0K

Event2026-03-31

Filed2026-05-11

ASML

ASML HLDG NV

53.27%

Shares1.2K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

5.07%

Shares6.5K

Event2026-03-31

Filed2026-05-11

XJH

ISHARES TR

New

Shares36.0K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares21.7K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

35.05%

Shares1.7K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

9.34%

Shares17.9K

Event2026-03-31

Filed2026-05-11