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The Analysis of Sequent Planning LLC's Holdings & P&L

Currently, Sequent Planning LLC holds 242 types of securities in its portfolio with a total value $413.6M. In the most recent quarter, they have increased their positions in AGG (+29.9K shares, valued at $3.0M), USPX (+50.6K shares, valued at $2.9M), FLCB (+84.7K shares, valued at $1.8M); decreased their positions in GLD (-2.0K shares, valued at $873.1K), QDEC (-22.9K shares, valued at $721.4K), QMAG (-27.9K shares, valued at $647.1K); initiated new positions in BOXX (+4.7K shares, valued at $551.6K), DJAN (+12.5K shares, valued at $532.8K), FTCB (+19.3K shares, valued at $404.2K).

1M P&L

+9.6M+2.33%

3M P&L

+1.2M+0.28%

HY P&L

+9.1M+2.20%

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/A360.7M

90.2%

2Semiconductors6.0M

1.5%

3Internet Retail5.4M

1.4%

Top Industries by Stock Count

1N/A190 stocks

81.9%

2Oil & Gas Integrated3 stocks

1.3%

3Semiconductors3 stocks

1.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR291.9K shares11.41%2026-03-312026-04-21

USPX FRANKLIN TEMPLETON ETF TR373.9K shares15.64%2026-03-312026-04-21

FLCB FRANKLIN TEMPLETON ETF TR935.3K shares9.96%2026-03-312026-04-21

XOCT FIRST TR EXCHNG TRADED FD VI454.6K shares-2.65%2026-03-312026-04-21

QDEC FIRST TR EXCHNG TRADED FD VI485.6K shares-4.51%2026-03-312026-04-21

FLQL FRANKLIN TEMPLETON ETF TR205.4K shares11.62%2026-03-312026-04-21

XLK SELECT SECTOR SPDR TR75.0K shares9.68%2026-03-312026-04-21

GOCT FIRST TR EXCHNG TRADED FD VI226.7K shares-2.37%2026-03-312026-04-21

Sponsored

GLD SPDR GOLD TR19.1K shares-9.62%2026-03-312026-04-21

QCOC FIRST TR EXCHNG TRADED FD VI350.5K shares-0.41%2026-03-312026-04-21

LVHD LEGG MASON ETF INVT170.0K shares4.49%2026-03-312026-04-21

FLGV FRANKLIN TEMPLETON ETF TR321.9K shares10.27%2026-03-312026-04-21

IEMG ISHARES INC88.6K shares13.90%2026-03-312026-04-21

IEFA ISHARES TR66.3K shares22.04%2026-03-312026-04-21

AMZN AMAZON COM INC26.1K shares0.13%2026-03-312026-04-21

XDEC FIRST TR EXCHNG TRADED FD VI126.4K shares3.66%2026-03-312026-04-21

Sponsored

DOCT FIRST TR EXCHNG TRADED FD VI117.0K shares-4.29%2026-03-312026-04-21

DIVI FRANKLIN TEMPLETON ETF TR119.8K shares2.95%2026-03-312026-04-21

QMAR FIRST TR EXCHNG TRADED FD VI140.7K shares-3.15%2026-03-312026-04-21

ALPHABET INC ALPHABET INC16.4K shares1.18%2026-03-312026-04-21

FIXD FIRST TR EXCHNG TRADED FD VI104.0K shares-2.17%2026-03-312026-04-21

NVDA NVIDIA CORPORATION24.8K shares2.01%2026-03-312026-04-21

PGRO PUTNAM ETF TRUST101.5K shares29.32%2026-03-312026-04-21

VTI VANGUARD INDEX FDS12.1K shares-4.49%2026-03-312026-04-21

Sponsored

TIP ISHARES TR34.0K shares-2.95%2026-03-312026-04-21

XLY SELECT SECTOR SPDR TR33.5K shares13.64%2026-03-312026-04-21

FIIG FIRST TR EXCHANGE-TRADED FD175.2K shares0.74%2026-03-312026-04-21

QJUN FIRST TR EXCHNG TRADED FD VI114.4K shares-10.55%2026-03-312026-04-21

PEP PEPSICO INC22.0K shares1.08%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS5.3K shares87.60%2026-03-312026-04-21

FLMI FRANKLIN TEMPLETON ETF TR117.8K shares44.30%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR4.8K shares1.44%2026-03-312026-04-21

Sponsored

FLCO FRANKLIN TEMPLETON ETF TR129.9K shares11.23%2026-03-312026-04-21

LGOV FIRST TR EXCHANGE-TRADED FD123.4K shares-0.88%2026-03-312026-04-21

AAPL APPLE INC10.3K shares-2.43%2026-03-312026-04-21

RDVI FIRST TR EXCHANGE-TRADED FD102.4K shares5.72%2026-03-312026-04-21

IEI ISHARES TR22.0K shares3.78%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS40.6K shares53.62%2026-03-312026-04-21

SHY ISHARES TR31.1K shares2.47%2026-03-312026-04-21

KNG FIRST TR EXCHANGE-TRADED FD52.4K shares5.47%2026-03-312026-04-21

Sponsored

QMMY FIRST TR EXCHNG TRADED FD VI102.4K shares-5.36%2026-03-312026-04-21

UCON FIRST TR EXCHNG TRADED FD VI102.5K shares-3.44%2026-03-312026-04-21

BGLD FIRST TR EXCHANGE-TRADED FD146.8K shares-7.74%2026-03-312026-04-21

FTHI FIRST TR EXCHANGE TRADED FD108.6K shares6.06%2026-03-312026-04-21

MUB ISHARES TR23.0K shares30.67%2026-03-312026-04-21

RDVY FIRST TR EXCHANGE TRADED FD35.3K shares4.65%2026-03-312026-04-21

TDVI FIRST TR EXCHANGE-TRADED FD90.2K shares6.71%2026-03-312026-04-21

SCHA SCHWAB STRATEGIC TR77.9K shares25.23%2026-03-312026-04-21

Sponsored

QQQM INVESCO EXCH TRADED FD TR II9.2K shares4.02%2026-03-312026-04-21

XLC SELECT SECTOR SPDR TR19.7K shares14.91%2026-03-312026-04-21

XIJN FIRST TR EXCHNG TRADED FD VI67.7K shares-0.98%2026-03-312026-04-21

XLV SELECT SECTOR SPDR TR13.9K shares7.34%2026-03-312026-04-21

XIDE FIRST TR EXCHNG TRADED FD VI67.9K shares-3.50%2026-03-312026-04-21

SMA SMARTSTOP SELF STORAG REIT I64.6K shares-0.73%2026-03-312026-04-21

OMFL INVESCO EXCH TRD SLF IDX FD32.0K shares-1.40%2026-03-312026-04-21

IJS ISHARES TR16.1K shares-0.03%2026-03-312026-04-21

Sponsored

TSLA TESLA INC5.0K shares4.28%2026-03-312026-04-21

XLI SELECT SECTOR SPDR TR10.5K shares-0.94%2026-03-312026-04-21

XLP SELECT SECTOR SPDR TR18.8K shares10.33%2026-03-312026-04-21

META META PLATFORMS INC2.7K shares2.75%2026-03-312026-04-21

TDIV FIRST TR EXCHANGE TRADED FD16.3K shares6.02%2026-03-312026-04-21

MLI MUELLER INDS INC13.4K shares2.12%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares1.85%2026-03-312026-04-21

FVD FIRST TR EXCHANGE-TRADED FD31.5K shares2.66%2026-03-312026-04-21

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F30.6K shares33.78%2026-03-312026-04-21

GTO INVESCO ACTIVELY MANAGED EXC30.5K shares4.42%2026-03-312026-04-21

FTCS FIRST TR EXCHANGE-TRADED FD15.0K shares2.81%2026-03-312026-04-21

MSFT MICROSOFT CORP3.7K shares0.67%2026-03-312026-04-21

XJAN FIRST TR EXCHNG TRADED FD VI38.1K shares273.64%2026-03-312026-04-21

MCK MCKESSON CORP1.6K shares0.44%2026-03-312026-04-21

IVV ISHARES TR2.1K shares18.57%2026-03-312026-04-21

SPYV SPDR SERIES TRUST23.8K shares1.09%2026-03-312026-04-21

Sponsored

BIL SPDR SERIES TRUST14.4K shares5.97%2026-03-312026-04-21

GRID FIRST TR EXCHANGE-TRADED FD7.9K shares4.88%2026-03-312026-04-21

AIRR FIRST TR EXCHANGE TRADED FD11.5K shares4.44%2026-03-312026-04-21

GOVI INVESCO EXCH TRADED FD TR II45.4K shares3.12%2026-03-312026-04-21

QMAG FIRST TR EXCHNG TRADED FD VI53.3K shares-34.40%2026-03-312026-04-21

DGRO ISHARES TR17.5K shares-3.90%2026-03-312026-04-21

NFLX NETFLIX INC.12.8K shares9.06%2026-03-312026-04-21

XLG INVESCO EXCHANGE TRADED FD T22.2K shares-2.72%2026-03-312026-04-21

Sponsored

VWO VANGUARD INTL EQUITY INDEX F22.4K shares35.50%2026-03-312026-04-21

XLE SELECT SECTOR SPDR TR19.6K shares4.68%2026-03-312026-04-21

FLHY FRANKLIN TEMPLETON ETF TR49.1K shares23.88%2026-03-312026-04-21

VGT VANGUARD WORLD FD1.6K shares2.26%2026-03-312026-04-21

GJAN FIRST TR EXCHNG TRADED FD VI26.1K shares197.38%2026-03-312026-04-21

SPTM SPDR SERIES TRUST13.8K shares-1.03%2026-03-312026-04-21

IMFL INVESCO EXCH TRD SLF IDX FD31.6K shares-2.48%2026-03-312026-04-21

QCJA FIRST TR EXCHNG TRADED FD VI45.5K shares45.67%2026-03-312026-04-21

Sponsored

FSIG FIRST TR EXCHANGE-TRADED FD51.3K shares3.65%2026-03-312026-04-21

QMNV FIRST TR EXCHNG TRADED FD VI41.9K shares-2.29%2026-03-312026-04-21

IYG ISHARES TR11.1K shares13.35%2026-03-312026-04-21

VUG VANGUARD INDEX FDS2.1K shares4.30%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS4.0K shares-0.12%2026-03-312026-04-21

VHT VANGUARD WORLD FD3.1K shares6.21%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.8K shares-2.90%2026-03-312026-04-21

GJUN FIRST TR EXCHNG TRADED FD VI20.8K shares-4.08%2026-03-312026-04-21

Sponsored

BROADCOM INC BROADCOM INC2.6K shares202.75%2026-03-312026-04-21

XJUN FIRST TR EXCHNG TRADED FD VI19.0K shares-12.09%2026-03-312026-04-21

JMUB J P MORGAN EXCHANGE TRADED F16.2K shares103.38%2026-03-312026-04-21

DIEM FRANKLIN TEMPLETON ETF TR22.7K shares23.28%2026-03-312026-04-21

QSPT FIRST TR EXCHNG TRADED FD VI26.2K shares-16.51%2026-03-312026-04-21

BND VANGUARD BD INDEX FDS10.7K shares2.58%2026-03-312026-04-21

BALT INNOVATOR ETFS TRUST21.9K shares0.09%2026-03-312026-04-21

VTEI VANGUARD MUN BD FDS7.2K shares90.08%2026-03-312026-04-21

Sponsored

WTMF WISDOMTREE TR17.7K shares1.93%2026-03-312026-04-21

FDN FIRST TR EXCHANGE-TRADED FD3.0K shares13.98%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares-5.04%2026-03-312026-04-21

WMT WALMART INC5.3K shares-0.15%2026-03-312026-04-21

FAPR FIRST TR EXCHNG TRADED FD VI14.6K shares0.00%2026-03-312026-04-21

RTX RTX CORPORATION3.4K shares0.24%2026-03-312026-04-21

BBUS J P MORGAN EXCHANGE TRADED F5.5K shares29.79%2026-03-312026-04-21

XLB SELECT SECTOR SPDR TR12.8K shares12.10%2026-03-312026-04-21

Sponsored

BSV VANGUARD BD INDEX FDS8.1K shares158.71%2026-03-312026-04-21

SPVU INVESCO EXCH TRADED FD TR II10.6K shares-14.52%2026-03-312026-04-21

GDEC FIRST TR EXCHNG TRADED FD VI16.9K shares7.04%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR11.9K shares-0.93%2026-03-312026-04-21

QCAP FIRST TR EXCHNG TRADED FD VI24.7K shares-0.12%2026-03-312026-04-21

XSEP FIRST TR EXCHNG TRADED FD VI14.1K shares-0.98%2026-03-312026-04-21

VRIG INVESCO ACTIVELY MANAGED EXC23.6K shares7.66%2026-03-312026-04-21

XNOV FIRST TR EXCHNG TRADED FD VI15.5K shares-9.13%2026-03-312026-04-21

Sponsored

BNDX VANGUARD CHARLOTTE FDS11.9K shares173.55%2026-03-312026-04-21

VTV VANGUARD INDEX FDS2.9K shares22.28%2026-03-312026-04-21

BOXX EA SERIES TRUST4.7K sharesnew addition2026-03-312026-04-21

VB VANGUARD INDEX FDS2.1K shares5.25%2026-03-312026-04-21

BALL BALL CORP9.1K shares0.00%2026-03-312026-04-21

XJUL FIRST TR EXCHNG TRADED FD VI13.7K shares-2.93%2026-03-312026-04-21

DJAN FIRST TR EXCHNG TRADED FD VI12.5K sharesnew addition2026-03-312026-04-21

EALT INNOVATOR ETFS TRUST15.7K shares-0.12%2026-03-312026-04-21

Sponsored

GDX VANECK ETF TRUST5.7K shares0.00%2026-03-312026-04-21

XOM EXXON MOBIL CORP3.1K shares0.00%2026-03-312026-04-21

CVX CHEVRON CORPORATION2.5K shares3.20%2026-03-312026-04-21

IVW ISHARES TR4.5K shares17.64%2026-03-312026-04-21

COP CONOCOPHILLIPS3.8K shares0.00%2026-03-312026-04-21

QCJL FIRST TR EXCHNG TRADED FD VI21.4K shares-5.38%2026-03-312026-04-21

XLRE SELECT SECTOR SPDR TR12.1K shares19.85%2026-03-312026-04-21

AZO AUTOZONE INC146 shares0.00%2026-03-312026-04-21

Sponsored

DYNF BLACKROCK ETF TRUST8.4K shares27.91%2026-03-312026-04-21

PG PROCTER & GAMBLE CO3.4K shares3.19%2026-03-312026-04-21

EFV ISHARES TR6.4K shares9.87%2026-03-312026-04-21

IVE ISHARES TR2.1K shares29.04%2026-03-312026-04-21

XLF SELECT SECTOR SPDR TR8.9K shares106.57%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON1.8K shares3.29%2026-03-312026-04-21

VDE VANGUARD WORLD FD2.4K shares0.00%2026-03-312026-04-21

QTUM ETF SER SOLUTIONS3.9K shares5.05%2026-03-312026-04-21

Sponsored

DSL DOUBLELINE INCOME SOLUTIONS37.5K shares-0.37%2026-03-312026-04-21

BAC BANK AMERICA CORP8.3K shares1.23%2026-03-312026-04-21

QUAL ISHARES TR2.1K shares-13.42%2026-03-312026-04-21

FTCB FIRST TR EXCHANGE-TRADED FD19.3K sharesnew addition2026-03-312026-04-21

SU SUNCOR ENERGY INC NEW6.1K shares1.93%2026-03-312026-04-21

BKLN INVESCO EXCH TRADED FD TR II19.7K shares5.67%2026-03-312026-04-21

PSIX POWER SOLUTIONS INTL INC6.4K shares4.22%2026-03-312026-04-21

SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares-3.59%2026-03-312026-04-21

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F5.7K shares1.22%2026-03-312026-04-21

PSK SPDR SERIES TRUST12.2K shares1.87%2026-03-312026-04-21

MCD MCDONALDS CORP1.2K shares0.00%2026-03-312026-04-21

DJUN FIRST TR EXCHNG TRADED FD VI7.7K shares-8.26%2026-03-312026-04-21

XLU SELECT SECTOR SPDR TR7.8K shares-20.87%2026-03-312026-04-21

D DOMINION ENERGY INC5.6K shares1.07%2026-03-312026-04-21

VSS VANGUARD INTL EQUITY INDEX F2.4K shares-1.97%2026-03-312026-04-21

MGK VANGUARD WORLD FD941 shares0.43%2026-03-312026-04-21

Sponsored

GAPR FIRST TR EXCHNG TRADED FD VI8.5K shares-27.81%2026-03-312026-04-21

FSK FS KKR CAP CORP33.6K shares-2.07%2026-03-312026-04-21

QQEW FIRST TR EXCHANGE-TRADED FD2.7K shares0.11%2026-03-312026-04-21

IJH ISHARES TR5.0K shares-6.16%2026-03-312026-04-21

GMAY FIRST TR EXCHNG TRADED FD VI8.1K shares-35.22%2026-03-312026-04-21

TLT ISHARES TR3.8K shares0.23%2026-03-312026-04-21

FALN ISHARES TR12.3K shares4.81%2026-03-312026-04-21

GJUL FIRST TR EXCHNG TRADED FD VI7.9K shares0.00%2026-03-312026-04-21

Sponsored

AGZ ISHARES TR2.9K shares0.00%2026-03-312026-04-21

GFEB FIRST TR EXCHNG TRADED FD VI7.8K shares24.52%2026-03-312026-04-21

LOW LOWES COS INC1.3K shares-1.26%2026-03-312026-04-21

SPYM SPDR SERIES TRUST4.1K shares40.12%2026-03-312026-04-21

CNQ CANADIAN NAT RES LTD MED TER6.4K shares-1.12%2026-03-312026-04-21

SPMO INVESCO EXCH TRADED FD TR II2.7K shares22.47%2026-03-312026-04-21

V VISA INC1.0K shares-0.39%2026-03-312026-04-21

EFG ISHARES TR2.7K sharesnew addition2026-03-312026-04-21

Sponsored

TLN TALEN ENERGY CORP957 shares8.01%2026-03-312026-04-21

FDT FIRST TR EXCH TRD ALPHDX FD3.5K shares24.14%2026-03-312026-04-21

IYW ISHARES TR1.7K sharesnew addition2026-03-312026-04-21

FTA FIRST TR EXCHANGE-TRADED ALP3.3K shares20.26%2026-03-312026-04-21

FLRT PACER FDS TR6.4K shares-3.73%2026-03-312026-04-21

VXF VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-04-21

UNP UNION PAC CORP1.2K shares4.91%2026-03-312026-04-21

GRMN GARMIN LTD1.3K shares-0.39%2026-03-312026-04-21

Sponsored

PAPR INNOVATOR ETFS TRUST7.4K shares-0.20%2026-03-312026-04-21

XAPR FIRST TR EXCHNG TRADED FD VI8.0K shares0.00%2026-03-312026-04-21

VMBS VANGUARD SCOTTSDALE FDS6.2K sharesnew addition2026-03-312026-04-21

JPIE J P MORGAN EXCHANGE TRADED F6.3K shares-6.43%2026-03-312026-04-21

ABBV ABBVIE INC1.3K shares-8.98%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T440 shares-66.13%2026-03-312026-04-21

BIV VANGUARD BD INDEX FDS3.7K sharesnew addition2026-03-312026-04-21

BLV VANGUARD BD INDEX FDS4.1K sharesnew addition2026-03-312026-04-21

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F5.0K sharesnew addition2026-03-312026-04-21

SUB ISHARES TR2.6K sharesnew addition2026-03-312026-04-21

SMH VANECK ETF TRUST723 shares-0.14%2026-03-312026-04-21

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.8K shares-14.08%2026-03-312026-04-21

GNOV FIRST TR EXCHNG TRADED FD VI7.0K shares1.91%2026-03-312026-04-21

MTUM ISHARES TR1.1K sharesnew addition2026-03-312026-04-21

XMAR FIRST TR EXCHNG TRADED FD VI6.7K shares-31.04%2026-03-312026-04-21

IUSB ISHARES TR5.8K shares32.31%2026-03-312026-04-21

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD2.5K shares35.34%2026-03-312026-04-21

POCT INNOVATOR ETFS TRUST6.1K shares-0.39%2026-03-312026-04-21

PJAN INNOVATOR ETFS TRUST5.7K shares-0.42%2026-03-312026-04-21

XFEB FIRST TR EXCHNG TRADED FD VI7.4K shares23.19%2026-03-312026-04-21

FDL FIRST TR EXCHANGE-TRADED FD5.1K shares0.00%2026-03-312026-04-21

PJUL INNOVATOR ETFS TRUST5.7K shares-0.44%2026-03-312026-04-21

ALPHABET INC ALPHABET INC902 shares3.56%2026-03-312026-04-21

SCHF SCHWAB STRATEGIC TR10.3K shares0.21%2026-03-312026-04-21

Sponsored

JBND J P MORGAN EXCHANGE TRADED F4.7K sharesnew addition2026-03-312026-04-21

DSEP FIRST TR EXCHNG TRADED FD VI5.8K shares-1.05%2026-03-312026-04-21

GMAR FIRST TR EXCHNG TRADED FD VI6.0K shares4.74%2026-03-312026-04-21

EME EMCOR GROUP INC337 sharesnew addition2026-03-312026-04-21

SPYG SPDR SERIES TRUST2.5K shares17.38%2026-03-312026-04-21

CSCO CISCO SYS INC3.2K shares21.20%2026-03-312026-04-21

VTIP VANGUARD MALVERN FDS4.9K shares13.93%2026-03-312026-04-21

SPTI SPDR SERIES TRUST8.6K shares3.02%2026-03-312026-04-21

Sponsored

KO COCA COLA CO3.2K shares0.73%2026-03-312026-04-21

FEBM FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2026-03-312026-04-21

DJUL FIRST TR EXCHNG TRADED FD VI5.0K shares-4.12%2026-03-312026-04-21

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares4.55%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO783 shares-3.57%2026-03-312026-04-21

GYLD ARROW ETF TR16.3K shares8.78%2026-03-312026-04-21

FSEP FIRST TR EXCHNG TRADED FD VI4.4K shares-0.05%2026-03-312026-04-21

HNDL STRATEGY SHS10.2K shares-3.90%2026-03-312026-04-21

Sponsored

DDEC FIRST TR EXCHNG TRADED FD VI5.0K sharesnew addition2026-03-312026-04-21

MPC MARATHON PETE CORP904 sharesnew addition2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F4.0K shares1.93%2026-03-312026-04-21

DIV GLOBAL X FDS11.7K shares-10.11%2026-03-312026-04-21

VYM VANGUARD WHITEHALL FDS1.5K sharesnew addition2026-03-312026-04-21

PCY INVESCO EXCH TRADED FD TR II10.5K shares4.65%2026-03-312026-04-21

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC604 sharesnew addition2026-03-312026-04-21

Sponsored

IYF ISHARES TR1.8K sharesnew addition2026-03-312026-04-21

DWX SPDR INDEX SHS FDS4.6K sharesnew addition2026-03-312026-04-21

JAVA J P MORGAN EXCHANGE TRADED F2.9K sharesnew addition2026-03-312026-04-21

ON ON SEMICONDUCTOR CORP3.4K sharesnew addition2026-03-312026-04-21

JIRE J P MORGAN EXCHANGE TRADED F2.8K sharesnew addition2026-03-312026-04-21

IGV ISHARES TR2.6K shares-4.10%2026-03-312026-04-21

BUFR FIRST TR EXCHNG TRADED FD VI6.1K shares-30.41%2026-03-312026-04-21

AIVL WISDOMTREE TR1.8K sharesnew addition2026-03-312026-04-21

Sponsored

CAT CATERPILLAR INC285 sharesnew addition2026-03-312026-04-21

JASPER THERAPEUTICS INC JASPER THERAPEUTICS INC14.9K shares19.20%2026-03-312026-04-21

AGG

ISHARES TR

11.41%

Shares291.9K

Event2026-03-31

Filed2026-04-21

USPX

FRANKLIN TEMPLETON ETF TR

15.64%

Shares373.9K

Event2026-03-31

Filed2026-04-21

FLCB

FRANKLIN TEMPLETON ETF TR

9.96%

Shares935.3K

Event2026-03-31

Filed2026-04-21

XOCT

FIRST TR EXCHNG TRADED FD VI

-2.65%

Shares454.6K

Event2026-03-31

Filed2026-04-21

QDEC

FIRST TR EXCHNG TRADED FD VI

-4.51%

Shares485.6K

Event2026-03-31

Filed2026-04-21

FLQL

FRANKLIN TEMPLETON ETF TR

11.62%

Shares205.4K

Event2026-03-31

Filed2026-04-21

XLK

SELECT SECTOR SPDR TR

9.68%

Shares75.0K

Event2026-03-31

Filed2026-04-21

GOCT

FIRST TR EXCHNG TRADED FD VI

-2.37%

Shares226.7K

Event2026-03-31

Filed2026-04-21

GLD

SPDR GOLD TR

-9.62%

Shares19.1K

Event2026-03-31

Filed2026-04-21

QCOC

FIRST TR EXCHNG TRADED FD VI

-0.41%

Shares350.5K

Event2026-03-31

Filed2026-04-21

LVHD

LEGG MASON ETF INVT

4.49%

Shares170.0K

Event2026-03-31

Filed2026-04-21

FLGV

FRANKLIN TEMPLETON ETF TR

10.27%

Shares321.9K

Event2026-03-31

Filed2026-04-21

IEMG

ISHARES INC

13.90%

Shares88.6K

Event2026-03-31

Filed2026-04-21

IEFA

ISHARES TR

22.04%

Shares66.3K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

0.13%

Shares26.1K

Event2026-03-31

Filed2026-04-21

XDEC

FIRST TR EXCHNG TRADED FD VI

3.66%

Shares126.4K

Event2026-03-31

Filed2026-04-21

DOCT

FIRST TR EXCHNG TRADED FD VI

-4.29%

Shares117.0K

Event2026-03-31

Filed2026-04-21

DIVI

FRANKLIN TEMPLETON ETF TR

2.95%

Shares119.8K

Event2026-03-31

Filed2026-04-21

QMAR

FIRST TR EXCHNG TRADED FD VI

-3.15%

Shares140.7K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

1.18%

Shares16.4K

Event2026-03-31

Filed2026-04-21

FIXD

FIRST TR EXCHNG TRADED FD VI

-2.17%

Shares104.0K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

2.01%

Shares24.8K

Event2026-03-31

Filed2026-04-21

PGRO

PUTNAM ETF TRUST

29.32%

Shares101.5K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

-4.49%

Shares12.1K

Event2026-03-31

Filed2026-04-21

TIP

ISHARES TR

-2.95%

Shares34.0K

Event2026-03-31

Filed2026-04-21

XLY

SELECT SECTOR SPDR TR

13.64%

Shares33.5K

Event2026-03-31

Filed2026-04-21

FIIG

FIRST TR EXCHANGE-TRADED FD

0.74%

Shares175.2K

Event2026-03-31

Filed2026-04-21

QJUN

FIRST TR EXCHNG TRADED FD VI

-10.55%

Shares114.4K

Event2026-03-31

Filed2026-04-21

PEP

PEPSICO INC

1.08%

Shares22.0K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

87.60%

Shares5.3K

Event2026-03-31

Filed2026-04-21

FLMI

FRANKLIN TEMPLETON ETF TR

44.30%

Shares117.8K

Event2026-03-31

Filed2026-04-21

INVESCO QQQ TR

1.44%

Shares4.8K

Event2026-03-31

Filed2026-04-21

FLCO

FRANKLIN TEMPLETON ETF TR

11.23%

Shares129.9K

Event2026-03-31

Filed2026-04-21

LGOV

FIRST TR EXCHANGE-TRADED FD

-0.88%

Shares123.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-2.43%

Shares10.3K

Event2026-03-31

Filed2026-04-21

RDVI

FIRST TR EXCHANGE-TRADED FD

5.72%

Shares102.4K

Event2026-03-31

Filed2026-04-21

IEI

ISHARES TR

3.78%

Shares22.0K

Event2026-03-31

Filed2026-04-21

VEA

VANGUARD TAX-MANAGED FDS

53.62%

Shares40.6K

Event2026-03-31

Filed2026-04-21

SHY

ISHARES TR

2.47%

Shares31.1K

Event2026-03-31

Filed2026-04-21

KNG

FIRST TR EXCHANGE-TRADED FD

5.47%

Shares52.4K

Event2026-03-31

Filed2026-04-21

QMMY

FIRST TR EXCHNG TRADED FD VI

-5.36%

Shares102.4K

Event2026-03-31

Filed2026-04-21

UCON

FIRST TR EXCHNG TRADED FD VI

-3.44%

Shares102.5K

Event2026-03-31

Filed2026-04-21

BGLD

FIRST TR EXCHANGE-TRADED FD

-7.74%

Shares146.8K

Event2026-03-31

Filed2026-04-21

FTHI

FIRST TR EXCHANGE TRADED FD

6.06%

Shares108.6K

Event2026-03-31

Filed2026-04-21

MUB

ISHARES TR

30.67%

Shares23.0K

Event2026-03-31

Filed2026-04-21

RDVY

FIRST TR EXCHANGE TRADED FD

4.65%

Shares35.3K

Event2026-03-31

Filed2026-04-21

TDVI

FIRST TR EXCHANGE-TRADED FD

6.71%

Shares90.2K

Event2026-03-31

Filed2026-04-21

SCHA

SCHWAB STRATEGIC TR

25.23%

Shares77.9K

Event2026-03-31

Filed2026-04-21

QQQM

INVESCO EXCH TRADED FD TR II

4.02%

Shares9.2K

Event2026-03-31

Filed2026-04-21

XLC

SELECT SECTOR SPDR TR

14.91%

Shares19.7K

Event2026-03-31

Filed2026-04-21

XIJN

FIRST TR EXCHNG TRADED FD VI

-0.98%

Shares67.7K

Event2026-03-31

Filed2026-04-21

XLV

SELECT SECTOR SPDR TR

7.34%

Shares13.9K

Event2026-03-31

Filed2026-04-21

XIDE

FIRST TR EXCHNG TRADED FD VI

-3.50%

Shares67.9K

Event2026-03-31

Filed2026-04-21

SMA

SMARTSTOP SELF STORAG REIT I

-0.73%

Shares64.6K

Event2026-03-31

Filed2026-04-21

OMFL

INVESCO EXCH TRD SLF IDX FD

-1.40%

Shares32.0K

Event2026-03-31

Filed2026-04-21

IJS

ISHARES TR

-0.03%

Shares16.1K

Event2026-03-31

Filed2026-04-21

TSLA

TESLA INC

4.28%

Shares5.0K

Event2026-03-31

Filed2026-04-21

XLI

SELECT SECTOR SPDR TR

-0.94%

Shares10.5K

Event2026-03-31

Filed2026-04-21

XLP

SELECT SECTOR SPDR TR

10.33%

Shares18.8K

Event2026-03-31

Filed2026-04-21