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The Analysis of Smallwood Wealth Investment Management, LLC's Holdings & P&L

Currently, Smallwood Wealth Investment Management, LLC holds 527 types of securities in its portfolio with a total value $189.7M. In the most recent quarter, they have increased their positions in PULS (+17.8K shares, valued at $879.5K), HELO (+6.4K shares, valued at $407.7K), CGDV (+5.9K shares, valued at $252.7K); decreased their positions in ITOT (-3.2K shares, valued at $461.0K), GUNR (-2.9K shares, valued at $160.4K), LQD (-1.3K shares, valued at $141.4K); initiated new positions in FBND (+2.7K shares, valued at $125.0K), DFSD (+2.0K shares, valued at $95.8K), VONG (+689 shares, valued at $75.6K).

1M P&L

+7.8M+4.09%

3M P&L

+8.9M+4.66%

HY P&L

+16.2M+8.83%

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/A131.4M

71.5%

2Consumer Electronics11.7M

6.3%

3Financial Data & Stock Exchanges5.4M

2.9%

Top Industries by Stock Count

1N/A163 stocks

34.0%

2Software - Application12 stocks

2.5%

3Drug Manufacturers - General11 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR342.5K shares-0.94%2026-03-312026-04-22

AAPL APPLE INC45.9K shares-0.99%2026-03-312026-04-22

VTI VANGUARD INDEX FDS30.2K shares0.34%2026-03-312026-04-22

VOE VANGUARD INDEX FDS44.4K shares-0.36%2026-03-312026-04-22

FRDM EA SERIES TRUST115.8K shares-0.67%2026-03-312026-04-22

HELO J P MORGAN EXCHANGE TRADED F89.2K shares7.71%2026-03-312026-04-22

CGDV CAPITAL GROUP DIVIDEND VALUE130.0K shares4.79%2026-03-312026-04-22

PULS PGIM ETF TR111.1K shares19.03%2026-03-312026-04-22

Sponsored

ICE INTERCONTINENTAL EXCHANGE IN34.1K shares-1.12%2026-03-312026-04-22

DWM WISDOMTREE TR57.6K shares0.39%2026-03-312026-04-22

MMIT NEW YORK LIFE INVTS ACTIVE E164.8K shares1.46%2026-03-312026-04-22

VDE VANGUARD WORLD FD22.8K shares0.24%2026-03-312026-04-22

CGGO CAPITAL GROUP GBL GROWTH EQT115.6K shares-0.29%2026-03-312026-04-22

AMJB JPMORGAN CHASE FINL CO LLC91.9K shares-0.19%2026-03-312026-04-22

GUNR FLEXSHARES TR51.4K shares-5.35%2026-03-312026-04-22

PM PHILIP MORRIS INTL INC15.9K shares-0.01%2026-03-312026-04-22

Sponsored

NVDA NVIDIA CORPORATION13.6K shares0.00%2026-03-312026-04-22

JEPQ J P MORGAN EXCHANGE TRADED F39.2K shares11.16%2026-03-312026-04-22

XOM EXXON MOBIL CORP12.5K shares-0.47%2026-03-312026-04-22

ALPHABET INC ALPHABET INC7.2K shares0.00%2026-03-312026-04-22

JCPB J P MORGAN EXCHANGE TRADED F42.2K shares8.45%2026-03-312026-04-22

RZV INVESCO EXCHANGE TRADED FD T15.8K shares2.30%2026-03-312026-04-22

MUB ISHARES TR17.8K shares-0.67%2026-03-312026-04-22

MSFT MICROSOFT CORP4.9K shares-1.77%2026-03-312026-04-22

Sponsored

RWR SPDR SERIES TRUST17.1K shares-6.37%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS5.8K shares0.00%2026-03-312026-04-22

SCHF SCHWAB STRATEGIC TR55.1K shares-0.29%2026-03-312026-04-22

JEPI J P MORGAN EXCHANGE TRADED F22.5K shares0.88%2026-03-312026-04-22

PG PROCTER & GAMBLE CO8.4K shares-1.23%2026-03-312026-04-22

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares1.09%2026-03-312026-04-22

CVX CHEVRON CORPORATION4.3K shares0.00%2026-03-312026-04-22

AMZN AMAZON COM INC4.1K shares0.62%2026-03-312026-04-22

Sponsored

CAT CATERPILLAR INC1.0K shares0.00%2026-03-312026-04-22

NFLX NETFLIX INC.7.5K shares-1.31%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC10.6K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO2.0K shares1.74%2026-03-312026-04-22

BROADCOM INC BROADCOM INC1.9K shares0.26%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON2.4K shares0.00%2026-03-312026-04-22

NJR NEW JERSEY RES CORP10.6K shares0.16%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F7.7K shares-4.84%2026-03-312026-04-22

Sponsored

HD HOME DEPOT INC1.8K shares0.00%2026-03-312026-04-22

BR BROADRIDGE FINL SOLUTIONS IN3.4K shares-10.68%2026-03-312026-04-22

ABBV ABBVIE INC2.5K shares1.62%2026-03-312026-04-22

DIS DISNEY WALT CO5.3K shares-3.18%2026-03-312026-04-22

T AT&T INC17.1K shares0.00%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP5.5K shares-1.27%2026-03-312026-04-22

IWM ISHARES TR1.7K shares0.00%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO6.6K shares0.00%2026-03-312026-04-22

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F8.3K shares2.09%2026-03-312026-04-22

PGNY PROGYNY INC23.3K shares-0.85%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC3.2K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP2.6K shares0.08%2026-03-312026-04-22

META META PLATFORMS INC654 shares1.55%2026-03-312026-04-22

PEP PEPSICO INC2.4K shares0.00%2026-03-312026-04-22

MO ALTRIA GROUP INC5.4K shares0.00%2026-03-312026-04-22

WPM WHEATON PRECIOUS METALS CORP2.7K shares0.00%2026-03-312026-04-22

Sponsored

LQD ISHARES TR3.2K shares-29.13%2026-03-312026-04-22

VLY VALLEY NATL BANCORP27.9K shares0.00%2026-03-312026-04-22

MS MORGAN STANLEY2.1K shares0.00%2026-03-312026-04-22

FSCO FS CREDIT OPPORTUNITIES CORP65.7K shares0.00%2026-03-312026-04-22

SPYV SPDR SERIES TRUST5.8K shares0.00%2026-03-312026-04-22

BIV VANGUARD BD INDEX FDS4.1K shares-5.06%2026-03-312026-04-22

MTB M & T BK CORP1.5K shares0.00%2026-03-312026-04-22

AMGN AMGEN INC884 shares0.00%2026-03-312026-04-22

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.1K shares-16.19%2026-03-312026-04-22

LINDE PLC LINDE PLC605 shares0.00%2026-03-312026-04-22

FBTC FIDELITY WISE ORIGIN BITCOIN4.9K shares-1.98%2026-03-312026-04-22

WMT WALMART INC2.3K shares0.00%2026-03-312026-04-22

BA BOEING CO1.3K shares-1.83%2026-03-312026-04-22

CL COLGATE PALMOLIVE CO3.1K shares-13.19%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC5.0K shares0.00%2026-03-312026-04-22

JLL JONES LANG LASALLE INC816 shares0.00%2026-03-312026-04-22

Sponsored

GLD SPDR GOLD TR525 shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP722 shares0.00%2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP363 shares2.83%2026-03-312026-04-22

ALPHABET INC ALPHABET INC746 shares-22.77%2026-03-312026-04-22

MSI MOTOROLA SOLUTIONS INC491 shares0.00%2026-03-312026-04-22

CMCSA COMCAST CORP NEW6.9K shares-17.14%2026-03-312026-04-22

CPRX CATALYST PHARMACEUTICALS INC8.0K shares0.00%2026-03-312026-04-22

RTX RTX CORPORATION991 shares0.00%2026-03-312026-04-22

Sponsored

NXJ NUVEEN NEW JERSEY15.4K shares0.00%2026-03-312026-04-22

V VISA INC616 shares-2.99%2026-03-312026-04-22

LLY ELI LILLY & CO201 shares0.00%2026-03-312026-04-22

IVT INVENTRUST PPTYS CORP6.1K shares0.00%2026-03-312026-04-22

CHD CHURCH & DWIGHT CO INC1.8K shares0.00%2026-03-312026-04-22

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC1.7K shares0.00%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO535 shares-25.17%2026-03-312026-04-22

GEV GE VERNOVA INC179 shares0.00%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC2.0K shares-3.06%2026-03-312026-04-22

XLK SELECT SECTOR SPDR TR1.2K shares0.00%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF4.0K shares0.20%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR1.4K shares0.00%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.2K shares0.00%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC1.3K shares0.31%2026-03-312026-04-22

SHOP SHOPIFY INC1.2K shares0.00%2026-03-312026-04-22

TRV TRAVELERS COMPANIES INC499 shares-4.59%2026-03-312026-04-22

Sponsored

MU MICRON TECHNOLOGY INC426 shares54.35%2026-03-312026-04-22

GLW CORNING INC1.0K shares0.00%2026-03-312026-04-22

PFE PFIZER INC4.9K shares0.00%2026-03-312026-04-22

DFAE DIMENSIONAL ETF TRUST4.0K shares0.00%2026-03-312026-04-22

RSG REPUBLIC SVCS INC610 shares0.00%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T205 shares1.99%2026-03-312026-04-22

FSK FS KKR CAP CORP13.0K shares0.00%2026-03-312026-04-22

LOW LOWES COS INC560 shares-8.20%2026-03-312026-04-22

Sponsored

SCHH SCHWAB STRATEGIC TR6.0K shares0.00%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN630 shares0.00%2026-03-312026-04-22

SO SOUTHERN CO1.3K shares0.00%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR2.7K sharesnew addition2026-03-312026-04-22

IWN ISHARES TR658 shares0.00%2026-03-312026-04-22

VLO VALERO ENERGY CORP500 shares0.00%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC591 shares0.00%2026-03-312026-04-22

VB VANGUARD INDEX FDS465 shares0.00%2026-03-312026-04-22

Sponsored

IVV ISHARES TR184 shares89.69%2026-03-312026-04-22

WFC WELLS FARGO & CO1.5K shares-9.92%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION116 shares0.00%2026-03-312026-04-22

PTCT PTC THERAPEUTICS INC1.7K shares0.00%2026-03-312026-04-22

KO COCA COLA CO1.5K shares0.00%2026-03-312026-04-22

BLACKROCK INC BLACKROCK INC114 shares0.00%2026-03-312026-04-22

TTWO TAKE-TWO INTERACTIVE SOFTWAR550 shares100.00%2026-03-312026-04-22

AGG ISHARES TR1.0K shares-0.10%2026-03-312026-04-22

Sponsored

DFAI DIMENSIONAL ETF TRUST2.6K shares130.63%2026-03-312026-04-22

ABT ABBOTT LABORATORIES953 shares0.00%2026-03-312026-04-22

EMN EASTMAN CHEM CO1.3K shares0.00%2026-03-312026-04-22

MTZ MASTEC INC300 shares0.00%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL2.9K shares0.00%2026-03-312026-04-22

DFSD DIMENSIONAL ETF TRUST2.0K sharesnew addition2026-03-312026-04-22

MA MASTERCARD INCORPORATED189 shares0.00%2026-03-312026-04-22

LPLA LPL FINL HLDGS INC312 shares0.00%2026-03-312026-04-22

Sponsored

INVESCO QQQ TR INVESCO QQQ TR160 shares2.56%2026-03-312026-04-22

BAC BANK AMERICA CORP1.9K shares0.00%2026-03-312026-04-22

BK BANK NEW YORK MELLON CORP770 shares0.00%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC250 shares0.00%2026-03-312026-04-22

TSLA TESLA INC239 shares-0.42%2026-03-312026-04-22

VYM VANGUARD WHITEHALL FDS580 shares0.00%2026-03-312026-04-22

AVDV AMERICAN CENTY ETF TR856 shares0.00%2026-03-312026-04-22

CMI CUMMINS INC150 shares0.00%2026-03-312026-04-22

Sponsored

CVS CVS HEALTH CORP1.1K shares0.00%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE281 shares0.00%2026-03-312026-04-22

NSC NORFOLK SOUTHN CORP275 shares0.00%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP360 shares0.00%2026-03-312026-04-22

IJH ISHARES TR1.1K shares51.60%2026-03-312026-04-22

VONG VANGUARD SCOTTSDALE FDS689 sharesnew addition2026-03-312026-04-22

SPXX NUVEEN S&P 500 DYNAMIC OVERW4.6K shares748.52%2026-03-312026-04-22

BNDX VANGUARD CHARLOTTE FDS1.5K shares0.00%2026-03-312026-04-22

Sponsored

UAL UNITED AIRLS HLDGS INC790 shares0.00%2026-03-312026-04-22

AEP AMERICAN ELEC PWR CO INC550 shares0.00%2026-03-312026-04-22

IFF INTERNATIONAL FLAVORS&FRAGRA987 shares0.00%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND150 shares0.00%2026-03-312026-04-22

AMAT APPLIED MATLS INC203 shares0.00%2026-03-312026-04-22

UNH UNITEDHEALTH GROUP INC254 shares0.00%2026-03-312026-04-22

DELL DELL TECHNOLOGIES INC416 shares0.00%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS822 shares0.00%2026-03-312026-04-22

Sponsored

CITIGROUP INC CITIGROUP INC596 shares69.80%2026-03-312026-04-22

TMO THERMO FISHER SCIENTIFIC INC132 shares0.00%2026-03-312026-04-22

IWF ISHARES TR150 shares0.00%2026-03-312026-04-22

KTOS KRATOS DEFENSE & SEC SOLUTIO900 shares0.00%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR2.0K shares-1.02%2026-03-312026-04-22

CRM SALESFORCE INC329 shares-2.66%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC532 shares0.00%2026-03-312026-04-22

PHO INVESCO EXCHANGE TRADED FD T890 shares0.00%2026-03-312026-04-22

Sponsored

YUM YUM BRANDS INC382 shares0.00%2026-03-312026-04-22

COP CONOCOPHILLIPS448 shares0.00%2026-03-312026-04-22

CMG CHIPOTLE MEXICAN GRILL INC1.9K shares0.00%2026-03-312026-04-22

COF CAPITAL ONE FINL CORP322 shares0.00%2026-03-312026-04-22

PPG PPG INDS INC534 shares0.75%2026-03-312026-04-22

DE DEERE & CO100 shares0.00%2026-03-312026-04-22

VNQ VANGUARD INDEX FDS630 shares0.00%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-04-22

Sponsored

MDY STATE STR SPDR S&P MIDCAP 4090 shares0.00%2026-03-312026-04-22

PMM PUTNAM MANAGED MUN INCOME TR9.0K shares0.00%2026-03-312026-04-22

SLV ISHARES SILVER TR800 shares0.00%2026-03-312026-04-22

WBD WARNER BROS DISCOVERY INC2.0K shares0.00%2026-03-312026-04-22

XLF SELECT SECTOR SPDR TR1.1K shares0.00%2026-03-312026-04-22

VRTX VERTEX PHARMACEUTICALS INC121 shares0.00%2026-03-312026-04-22

EEM ISHARES TR938 shares12.74%2026-03-312026-04-22

MEDTRONIC PLC MEDTRONIC PLC611 shares0.00%2026-03-312026-04-22

Sponsored

GBTC GRAYSCALE BITCOIN TRUST ETF1.0K shares-23.04%2026-03-312026-04-22

FNB F N B CORP3.1K shares0.00%2026-03-312026-04-22

S SENTINELONE INC4.0K shares0.00%2026-03-312026-04-22

WTW WILLIS TOWERS WATSON PLC LTD177 shares0.00%2026-03-312026-04-22

RDVI FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-04-22

SLB SLB LIMITED990 shares-6.43%2026-03-312026-04-22

CB CHUBB LTD SWITZ150 shares0.00%2026-03-312026-04-22

CLOI VANECK ETF TRUST875 sharesnew addition2026-03-312026-04-22

Sponsored

IUSV ISHARES TR444 shares0.00%2026-03-312026-04-22

PSX PHILLIPS 66246 shares0.82%2026-03-312026-04-22

IVE ISHARES TR209 shares0.00%2026-03-312026-04-22

EPD ENTERPRISE PRODS PARTNERS L1.2K shares0.00%2026-03-312026-04-22

BRO BROWN & BROWN INC668 shares0.00%2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC213 shares0.00%2026-03-312026-04-22

IEFA ISHARES TR477 shares-76.08%2026-03-312026-04-22

KRG KITE REALTY GROUP TRUST1.7K shares0.00%2026-03-312026-04-22

Sponsored

INTC INTEL CORP952 shares-0.31%2026-03-312026-04-22

WELL WELLTOWER INC207 shares0.00%2026-03-312026-04-22

EFA ISHARES TR419 shares0.00%2026-03-312026-04-22

HIG HARTFORD INSURANCE GROUP INC300 shares0.00%2026-03-312026-04-22

NBIX NEUROCRINE BIOSCIENCES INC305 shares0.00%2026-03-312026-04-22

KKR & CO INC KKR & CO INC434 shares0.23%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR454 shares0.00%2026-03-312026-04-22

DSM BNY MELLON STRATEGIC MUN BD6.5K shares0.00%2026-03-312026-04-22

Sponsored

TROW PRICE T ROWE GROUP INC426 shares0.00%2026-03-312026-04-22

NOW SERVICENOW INC360 shares38.46%2026-03-312026-04-22

VGT VANGUARD WORLD FD53 shares0.00%2026-03-312026-04-22

IEI ISHARES TR307 shares0.00%2026-03-312026-04-22

TIP ISHARES TR328 shares0.00%2026-03-312026-04-22

RGLD ROYAL GOLD INC139 shares0.00%2026-03-312026-04-22

FDX FEDEX CORP100 shares0.00%2026-03-312026-04-22

SYK STRYKER CORPORATION106 shares0.00%2026-03-312026-04-22

Sponsored

ADBE ADOBE INC142 shares-14.97%2026-03-312026-04-22

STWD STARWOOD PPTY TR INC2.0K shares0.00%2026-03-312026-04-22

VRP INVESCO EXCH TRADED FD TR II1.4K shares0.00%2026-03-312026-04-22

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP100 shares0.00%2026-03-312026-04-22

TSCO TRACTOR SUPPLY CO750 shares0.00%2026-03-312026-04-22

FCX FREEPORT MCMORAN INC576 shares0.00%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP350 shares0.00%2026-03-312026-04-22

ETY EATON VANCE TAX-MANAGED DIVE2.4K shares0.00%2026-03-312026-04-22

Sponsored

MMM 3M CO231 shares0.00%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC465 shares0.00%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC84 shares0.00%2026-03-312026-04-22

HPI HANCOCK JOHN PFD INCOME FD2.1K shares1.81%2026-03-312026-04-22

CNP CENTERPOINT ENERGY INC750 shares0.00%2026-03-312026-04-22

HACK AMPLIFY ETF TR425 shares0.00%2026-03-312026-04-22

GILD GILEAD SCIENCES INC225 shares0.00%2026-03-312026-04-22

VWO VANGUARD INTL EQUITY INDEX F578 shares0.00%2026-03-312026-04-22

Sponsored

NVS NOVARTIS AG200 shares0.00%2026-03-312026-04-22

TRP TC ENERGY CORP485 shares0.00%2026-03-312026-04-22

RCL ROYAL CARIBBEAN GROUP109 shares0.00%2026-03-312026-04-22

HBAN HUNTINGTON BANCSHARES INC1.9K shares0.00%2026-03-312026-04-22

F FORD MTR CO2.5K shares-8.73%2026-03-312026-04-22

CEG CONSTELLATION ENERGY CORP100 shares0.00%2026-03-312026-04-22

SHEL SHELL PLC300 shares0.00%2026-03-312026-04-22

XTN SPDR SERIES TRUST300 shares0.00%2026-03-312026-04-22

Sponsored

CDNS CADENCE DESIGN SYSTEM INC100 shares0.00%2026-03-312026-04-22

SPGI S&P GLOBAL INC64 shares0.00%2026-03-312026-04-22

NEE NEXTERA ENERGY INC291 shares0.00%2026-03-312026-04-22

VTEB VANGUARD MUN BD FDS519 sharesnew addition2026-03-312026-04-22

CGW INVESCO EXCH TRADED FD TR II400 shares-0.50%2026-03-312026-04-22

FCF FIRST COMWLTH FINL CORP PA1.4K shares0.00%2026-03-312026-04-22

XLC SELECT SECTOR SPDR TR226 shares0.00%2026-03-312026-04-22

NVG NUVEEN AMT FREE MUN CR INC F2.0K shares-16.24%2026-03-312026-04-22

Sponsored

VWOB VANGUARD WHITEHALL FDS374 shares0.00%2026-03-312026-04-22

DLR DIGITAL RLTY TR INC134 shares0.00%2026-03-312026-04-22

CIBR FIRST TR EXCHANGE-TRADED FD385 shares0.00%2026-03-312026-04-22

NOBL PROSHARES TR227 shares0.00%2026-03-312026-04-22

COWZ PACER FDS TR380 sharesnew addition2026-03-312026-04-22

CRDO CREDO TECHNOLOGY GROUP HOLDI250 shares0.00%2026-03-312026-04-22

ITW ILLINOIS TOOL WKS INC90 shares0.00%2026-03-312026-04-22

NI NISOURCE INC500 shares0.00%2026-03-312026-04-22

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IXC ISHARES TR400 shares0.00%2026-03-312026-04-22

KEYS KEYSIGHT TECHNOLOGIES INC81 shares0.00%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC378 shares0.00%2026-03-312026-04-22

SBUX STARBUCKS CORP246 shares0.00%2026-03-312026-04-22

DFUV DIMENSIONAL ETF TRUST448 shares0.00%2026-03-312026-04-22

FMN FEDERATED HERMES PREM MUNI I1.9K shares0.00%2026-03-312026-04-22

GIS GENERAL MILLS INC565 shares0.00%2026-03-312026-04-22

DTE DTE ENERGY CO142 shares0.00%2026-03-312026-04-22

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STIP ISHARES TR200 shares0.00%2026-03-312026-04-22

MPC MARATHON PETE CORP83 shares0.00%2026-03-312026-04-22

PR PERMIAN RESOURCES CORP950 shares0.00%2026-03-312026-04-22

ABR ARBOR REALTY TRUST INC2.6K shares0.00%2026-03-312026-04-22

DFAT DIMENSIONAL ETF TRUST309 shares0.00%2026-03-312026-04-22

UNP UNION PAC CORP79 shares0.00%2026-03-312026-04-22

MFC MANULIFE FINL CORP555 shares0.00%2026-03-312026-04-22

DFIV DIMENSIONAL ETF TRUST362 sharesnew addition2026-03-312026-04-22

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VO VANGUARD INDEX FDS65 shares0.00%2026-03-312026-04-22

PFG PRINCIPAL FINANCIAL GROUP IN206 shares0.00%2026-03-312026-04-22

IWR ISHARES TR190 shares0.00%2026-03-312026-04-22

MGK VANGUARD WORLD FD50 shares0.00%2026-03-312026-04-22

TOTALENERGIES SE TOTALENERGIES SE200 shares0.00%2026-03-312026-04-22

FNDX SCHWAB STRATEGIC TR645 shares0.00%2026-03-312026-04-22

TJX TJX COS INC NEW110 shares0.00%2026-03-312026-04-22

XLY SELECT SECTOR SPDR TR160 shares0.00%2026-03-312026-04-22

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DRAFTKINGS INC NEW DRAFTKINGS INC NEW802 shares0.00%2026-03-312026-04-22

OTTR OTTER TAIL CORP197 shares0.51%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD138 shares0.00%2026-03-312026-04-22

XBI SPDR SERIES TRUST135 shares0.00%2026-03-312026-04-22

TSM TAIWAN SEMICONDUCTOR MANUFAC50 shares0.00%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC36 shares0.00%2026-03-312026-04-22

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XHR XENIA HOTELS & RESORTS INC1.1K shares-29.63%2026-03-312026-04-22

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D DOMINION ENERGY INC258 shares0.00%2026-03-312026-04-22

IJR ISHARES TR123 sharesnew addition2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC266 shares0.00%2026-03-312026-04-22

ADC AGREE RLTY CORP200 shares0.00%2026-03-312026-04-22

WDC WESTERN DIGITAL CORP55 shares0.00%2026-03-312026-04-22

HDV ISHARES TR109 shares0.00%2026-03-312026-04-22

AA ALCOA CORP222 shares0.00%2026-03-312026-04-22

ARKX ARK ETF TR499 shares0.00%2026-03-312026-04-22

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FPE FIRST TR EXCH TRADED FD III824 sharesnew addition2026-03-312026-04-22

SOFI SOFI TECHNOLOGIES INC904 shares0.44%2026-03-312026-04-22

EMR EMERSON ELEC CO108 shares0.00%2026-03-312026-04-22

WU WESTERN UN CO1.6K shares0.00%2026-03-312026-04-22

DHR DANAHER CORP DEL74 shares0.00%2026-03-312026-04-22

ASTRAZENECA PLC ASTRAZENECA PLC71 sharesnew addition2026-03-312026-04-22

ALAB ASTERA LABS INC125 sharesnew addition2026-03-312026-04-22

DINO HF SINCLAIR CORP218 shares0.00%2026-03-312026-04-22

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IEMG ISHARES INC195 shares-81.12%2026-03-312026-04-22

XLE SELECT SECTOR SPDR TR222 shares0.00%2026-03-312026-04-22

FDVV FIDELITY COVINGTON TRUST244 shares0.00%2026-03-312026-04-22

WTRG ESSENTIAL UTILS INC334 shares0.00%2026-03-312026-04-22

THE CIGNA GROUP THE CIGNA GROUP50 shares0.00%2026-03-312026-04-22

MLPX GLOBAL X FDS180 shares1.12%2026-03-312026-04-22

SPYG SPDR SERIES TRUST136 shares0.00%2026-03-312026-04-22

PHK PIMCO HIGH INCOME FD2.8K shares2.08%2026-03-312026-04-22

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MAR MARRIOTT INTL INC NEW40 shares0.00%2026-03-312026-04-22

RIOT RIOT PLATFORMS INC1.1K shares0.00%2026-03-312026-04-22

ADI ANALOG DEVICES INC40 shares0.00%2026-03-312026-04-22

BIIB BIOGEN INC70 shares0.00%2026-03-312026-04-22

RCS PIMCO STRATEGIC INCOME FD2.3K shares1.80%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL26 shares0.00%2026-03-312026-04-22

LAC LITHIUM AMERS CORP NEW3.1K sharesnew addition2026-03-312026-04-22

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC328 sharesnew addition2026-03-312026-04-22

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AWK AMERICAN WTR WKS CO INC NEW89 shares0.00%2026-03-312026-04-22

NRG NRG ENERGY INC82 shares0.00%2026-03-312026-04-22

BCE BCE INC471 shares0.00%2026-03-312026-04-22

JMST J P MORGAN EXCHANGE TRADED F227 sharesnew addition2026-03-312026-04-22

QUAL ISHARES TR60 shares0.00%2026-03-312026-04-22

BND VANGUARD BD INDEX FDS155 shares0.00%2026-03-312026-04-22

FESM FIDELITY COVINGTON TRUST299 sharesnew addition2026-03-312026-04-22

HYMB SPDR SERIES TRUST451 sharesnew addition2026-03-312026-04-22

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GXC SPDR INDEX SHS FDS119 shares0.00%2026-03-312026-04-22

MMD NYLI MACKAY DEFINEDTERM MUNI745 shares0.00%2026-03-312026-04-22

IWB ISHARES TR30 shares0.00%2026-03-312026-04-22

FEZ SPDR INDEX SHS FDS175 shares0.00%2026-03-312026-04-22

TDIV FIRST TR EXCHANGE TRADED FD115 shares0.00%2026-03-312026-04-22

SW SMURFIT WESTROCK PLC248 shares0.00%2026-03-312026-04-22

ITB ISHARES TR106 shares0.00%2026-03-312026-04-22

DTM DT MIDSTREAM INC71 shares0.00%2026-03-312026-04-22

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CHIMERA INVT CORP CHIMERA INVT CORP749 shares0.00%2026-03-312026-04-22

SMDV PROSHARES TR136 shares0.00%2026-03-312026-04-22

MNA NEW YORK LIFE INVESTMENTS ET256 shares0.00%2026-03-312026-04-22

EFV ISHARES TR122 sharesnew addition2026-03-312026-04-22

EFG ISHARES TR79 sharesnew addition2026-03-312026-04-22

ARISTA NETWORKS INC ARISTA NETWORKS INC70 shares0.00%2026-03-312026-04-22

SPDR SERIES TRUST SPDR SERIES TRUST89 shares1.14%2026-03-312026-04-22

PFF ISHARES TR280 shares337.50%2026-03-312026-04-22

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MLPA GLOBAL X FDS153 shares0.00%2026-03-312026-04-22

BLDR BUILDERS FIRSTSOURCE INC100 shares0.00%2026-03-312026-04-22

HWM HOWMET AEROSPACE INC34 shares0.00%2026-03-312026-04-22

EMB ISHARES TR84 shares-1.18%2026-03-312026-04-22

PANW PALO ALTO NETWORKS INC48 shares0.00%2026-03-312026-04-22

QNITY ELECTRONICS INC QNITY ELECTRONICS INC66 shares0.00%2026-03-312026-04-22

SCZ ISHARES TR96 shares0.00%2026-03-312026-04-22

LIT GLOBAL X FDS100 shares0.00%2026-03-312026-04-22

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VODAFONE GROUP PLC VODAFONE GROUP PLC487 shares0.00%2026-03-312026-04-22

CRUS CIRRUS LOGIC INC50 shares0.00%2026-03-312026-04-22

PH PARKER-HANNIFIN CORP8 shares0.00%2026-03-312026-04-22

BGY BLACKROCK ENHANCED INTL DIV1.3K shares0.00%2026-03-312026-04-22

SNDK SANDISK CORP11 sharesnew addition2026-03-312026-04-22

CRF CORNERSTONE TOTAL RETURN FD1.0K shares0.00%2026-03-312026-04-22

TPR TAPESTRY INC49 shares0.00%2026-03-312026-04-22

AUPH AURINIA PHARMACEUTICALS INC440 shares0.00%2026-03-312026-04-22

Sponsored

VEA VANGUARD TAX-MANAGED FDS101 shares0.00%2026-03-312026-04-22

IXUS ISHARES TR73 sharesnew addition2026-03-312026-04-22

GAB GABELLI EQUITY TR INC1.1K shares0.00%2026-03-312026-04-22

TDC TERADATA CORP DEL242 shares0.00%2026-03-312026-04-22

BUZZ VANECK ETF TRUST212 shares0.00%2026-03-312026-04-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET204 shares0.00%2026-03-312026-04-22

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC133 shares0.00%2026-03-312026-04-22

GEHC GE HEALTHCARE TECHNOLOGIES I85 shares0.00%2026-03-312026-04-22

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CHTR CHARTER COMMUNICATIONS INC27 shares0.00%2026-03-312026-04-22

YUMC YUM CHINA HLDGS INC118 shares0.00%2026-03-312026-04-22

WM WASTE MGMT INC DEL25 shares0.00%2026-03-312026-04-22

ROST ROSS STORES INC26 shares0.00%2026-03-312026-04-22

SPG SIMON PPTY GROUP INC NEW30 shares0.00%2026-03-312026-04-22

L LOEWS CORP47 shares0.00%2026-03-312026-04-22

ZBH ZIMMER BIOMET HOLDINGS INC56 shares0.00%2026-03-312026-04-22

SMH VANECK ETF TRUST13 shares0.00%2026-03-312026-04-22

Sponsored

APH AMPHENOL CORP39 shares0.00%2026-03-312026-04-22

IJK ISHARES TR48 shares0.00%2026-03-312026-04-22

ITA ISHARES TR22 shares0.00%2026-03-312026-04-22

FITB FIFTH THIRD BANCORP100 shares0.00%2026-03-312026-04-22

GS GOLDMAN SACHS GROUP INC5 shares0.00%2026-03-312026-04-22

EA ELECTRONIC ARTS INC20 shares0.00%2026-03-312026-04-22

VTRS VIATRIS INC297 shares-25.00%2026-03-312026-04-22

CAVA CAVA GROUP INC48 shares0.00%2026-03-312026-04-22

Sponsored

NTR NUTRIEN LTD51 shares0.00%2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC39 shares0.00%2026-03-312026-04-22

HPE HEWLETT PACKARD ENTERPRISE C160 shares0.00%2026-03-312026-04-22

JCI JOHNSON CONTROLS INTERNATION29 shares0.00%2026-03-312026-04-22

LUV SOUTHWEST AIRLS CO100 shares0.00%2026-03-312026-04-22

PRCT PROCEPT BIOROBOTICS CORP150 shares0.00%2026-03-312026-04-22

BSX BOSTON SCIENTIFIC CORP58 shares0.00%2026-03-312026-04-22

APLE APPLE HOSPITALITY REIT INC312 shares0.00%2026-03-312026-04-22

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RWX SPDR INDEX SHS FDS134 shares0.00%2026-03-312026-04-22

CTRA COTERRA ENERGY INC100 shares0.00%2026-03-312026-04-22

ETR ENTERGY CORP NEW31 shares0.00%2026-03-312026-04-22

HAL HALLIBURTON CO85 shares0.00%2026-03-312026-04-22

SU SUNCOR ENERGY INC NEW50 shares0.00%2026-03-312026-04-22

SOBO SOUTH BOW CORP97 shares0.00%2026-03-312026-04-22

HP INC HP INC160 shares0.00%2026-03-312026-04-22

HLT HILTON WORLDWIDE HLDGS INC10 shares0.00%2026-03-312026-04-22

Sponsored

CCL CARNIVAL CORP117 shares0.00%2026-03-312026-04-22

CHMI CHERRY HILL MTG INVT CORP1.2K shares0.00%2026-03-312026-04-22

MLM MARTIN MARIETTA MATLS INC5 shares0.00%2026-03-312026-04-22

NGVT INGEVITY CORP41 shares0.00%2026-03-312026-04-22

VCR VANGUARD WORLD FD8 shares0.00%2026-03-312026-04-22

CENCORA INC CENCORA INC9 shares0.00%2026-03-312026-04-22

GNL GLOBAL NET LEASE INC285 shares0.00%2026-03-312026-04-22

SPOT SPOTIFY TECHNOLOGY S A5 shares-16.67%2026-03-312026-04-22

Sponsored

IAGG ISHARES TR47 shares0.00%2026-03-312026-04-22

ZM ZOOM COMMUNICATIONS INC29 shares0.00%2026-03-312026-04-22

BIP BROOKFIELD INFRASTRUCTURE PA64 shares0.00%2026-03-312026-04-22

TTD THE TRADE DESK INC100 shares0.00%2026-03-312026-04-22

NOK NOKIA CORP277 shares0.00%2026-03-312026-04-22

PGR PROGRESSIVE CORP11 shares0.00%2026-03-312026-04-22

LYV LIVE NATION ENTERTAINMENT IN14 shares0.00%2026-03-312026-04-22

MRNA MODERNA INC41 shares0.00%2026-03-312026-04-22

Sponsored

VXF VANGUARD INDEX FDS10 shares-9.09%2026-03-312026-04-22

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC27 shares0.00%2026-03-312026-04-22

TEM TEMPUS AI INC45 shares0.00%2026-03-312026-04-22

RACE FERRARI N V6 shares0.00%2026-03-312026-04-22

SLYG SPDR SERIES TRUST20 shares0.00%2026-03-312026-04-22

ALPS ETF TR ALPS ETF TR46 shares0.00%2026-03-312026-04-22

ILMN ILLUMINA INC15 shares0.00%2026-03-312026-04-22

AEM AGNICO EAGLE MINES LTD9 shares0.00%2026-03-312026-04-22

Sponsored

IBB ISHARES TR10 shares0.00%2026-03-312026-04-22

ARMOUR RESIDENTIAL REIT INC ARMOUR RESIDENTIAL REIT INC100 shares0.00%2026-03-312026-04-22

KHC KRAFT HEINZ CO73 shares-68.12%2026-03-312026-04-22

DAL DELTA AIR LINES INC24 shares0.00%2026-03-312026-04-22

TOST TOAST INC58 shares0.00%2026-03-312026-04-22

BP BP PLC31 shares0.00%2026-03-312026-04-22

VXX BARCLAYS BANK PLC41 shares0.00%2026-03-312026-04-22

WAB WABTEC5 shares0.00%2026-03-312026-04-22

Sponsored

DKS DICKS SPORTING GOODS INC6 shares0.00%2026-03-312026-04-22

BSV VANGUARD BD INDEX FDS15 shares0.00%2026-03-312026-04-22

MET METLIFE INC16 shares0.00%2026-03-312026-04-22

EXK ENDEAVOUR SILVER CORP120 shares0.00%2026-03-312026-04-22

NKE NIKE INC20 shares0.00%2026-03-312026-04-22

ROKU ROKU INC11 shares0.00%2026-03-312026-04-22

ENB ENBRIDGE INC19 shares0.00%2026-03-312026-04-22

XYZ BLOCK INC17 shares0.00%2026-03-312026-04-22

Sponsored

TFPM TRIPLE FLAG PRECIOUS METAL29 shares0.00%2026-03-312026-04-22

SJM SMUCKER J M CO10 shares0.00%2026-03-312026-04-22

BME BLACKROCK HEALTH SCIENCES TR25 shares0.00%2026-03-312026-04-22

BITO PROSHARES TR103 shares10200.00%2026-03-312026-04-22

IREN IREN LIMITED28 shares0.00%2026-03-312026-04-22

PAYX PAYCHEX INC10 shares0.00%2026-03-312026-04-22

PINS PINTEREST INC50 shares0.00%2026-03-312026-04-22

HON HONEYWELL INTL INC4 shares-96.33%2026-03-312026-04-22

Sponsored

MAGNUM ICE CREAM CO NV MAGNUM ICE CREAM CO NV60 shares0.00%2026-03-312026-04-22

TAP MOLSON COORS BEVERAGE CO20 shares0.00%2026-03-312026-04-22

PJT PJT PARTNERS INC6 shares0.00%2026-03-312026-04-22

AAL AMERICAN AIRLINES GROUP INC77 shares0.00%2026-03-312026-04-22

JMUB J P MORGAN EXCHANGE TRADED F16 shares60.00%2026-03-312026-04-22

BGS B & G FOODS INC160 shares0.00%2026-03-312026-04-22

SNOW SNOWFLAKE INC5 shares0.00%2026-03-312026-04-22

QBTS D-WAVE QUANTUM INC50 shares0.00%2026-03-312026-04-22

Sponsored

KHYB KRANESHARES TRUST30 shares0.00%2026-03-312026-04-22

COIN COINBASE GLOBAL INC4 shares0.00%2026-03-312026-04-22

UMH UMH PPTYS INC47 shares0.00%2026-03-312026-04-22

OCFC OCEANFIRST FINL CORP37 shares0.00%2026-03-312026-04-22

KARS KRANESHARES TRUST20 shares0.00%2026-03-312026-04-22

TR TOOTSIE ROLL INDS INC14 shares0.00%2026-03-312026-04-22

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN28 shares0.00%2026-03-312026-04-22

OGN ORGANON & CO98 shares0.00%2026-03-312026-04-22

Sponsored

IAG IAMGOLD CORP29 sharesnew addition2026-03-312026-04-22

ASTS AST SPACEMOBILE INC6 shares0.00%2026-03-312026-04-22

PRU PRUDENTIAL FINL INC5 shares0.00%2026-03-312026-04-22

BLV VANGUARD BD INDEX FDS7 shares0.00%2026-03-312026-04-22

ADVISORSHARES TR ADVISORSHARES TR15 shares0.00%2026-03-312026-04-22

IYR ISHARES TR5 shares25.00%2026-03-312026-04-22

VMBS VANGUARD SCOTTSDALE FDS10 shares0.00%2026-03-312026-04-22

PYPL PAYPAL HLDGS INC10 shares-75.00%2026-03-312026-04-22

Sponsored

CASS CASS INFORMATION SYS INC10 shares0.00%2026-03-312026-04-22

KD KYNDRYL HLDGS INC33 shares-31.25%2026-03-312026-04-22

VOOV VANGUARD ADMIRAL FDS INC2 sharesnew addition2026-03-312026-04-22

MJ AMPLIFY ETF TR17 shares0.00%2026-03-312026-04-22

AIPO TIDAL TRUST II15 sharesnew addition2026-03-312026-04-22

TLK TELEKOMUNIKASI IND20 shares0.00%2026-03-312026-04-22

CIGI COLLIERS INTL GROUP INC3 shares0.00%2026-03-312026-04-22

XRAY DENTSPLY SIRONA INC26 shares0.00%2026-03-312026-04-22

Sponsored

ETSY ETSY INC6 shares0.00%2026-03-312026-04-22

QCOM QUALCOMM INC2 shares0.00%2026-03-312026-04-22

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO6 shares0.00%2026-03-312026-04-22

OPEN OPENDOOR TECHNOLOGIES INC50 shares-33.33%2026-03-312026-04-22

NATL NCR ATLEOS CORPORATION5 shares0.00%2026-03-312026-04-22

SONY SONY GROUP CORP10 shares0.00%2026-03-312026-04-22

CURB CURBLINE PPTYS CORP8 shares0.00%2026-03-312026-04-22

IIPR INNOVATIVE INDL PPTYS INC4 shares0.00%2026-03-312026-04-22

Sponsored

SNY SANOFI SA4 shares0.00%2026-03-312026-04-22

DXC DXC TECHNOLOGY CO13 shares0.00%2026-03-312026-04-22

SOLV SOLVENTUM CORP2 shares0.00%2026-03-312026-04-22

SMR NUSCALE PWR CORP12 sharesnew addition2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR5 sharesnew addition2026-03-312026-04-22

RENT THE RUNWAY INC RENT THE RUNWAY INC23 shares0.00%2026-03-312026-04-22

CITIUS PHARMACEUTICALS INC CITIUS PHARMACEUTICALS INC120 shares0.00%2026-03-312026-04-22

LVS LAS VEGAS SANDS CORP2 shares0.00%2026-03-312026-04-22

Sponsored

GRAL GRAIL INC2 shares0.00%2026-03-312026-04-22

AES AES CORP7 shares0.00%2026-03-312026-04-22

CRSR CORSAIR GAMING INC17 shares13.33%2026-03-312026-04-22

SHAG WISDOMTREE TR1 shares0.00%2026-03-312026-04-22

VYX NCR VOYIX CORPORATION11 shares0.00%2026-03-312026-04-22

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION73 shares0.00%2026-03-312026-04-22

SNDL INC SNDL INC50 shares0.00%2026-03-312026-04-22

O REALTY INCOME CORPN/A sharesnew addition2026-03-312026-04-22

Sponsored

TDOC TELADOC HEALTH INC10 shares0.00%2026-03-312026-04-22

USFR WISDOMTREE TR1 shares0.00%2026-03-312026-04-22

OKLO OKLO INC1 shares-96.00%2026-03-312026-04-22

CRSP CRISPR THERAPEUTICS AG1 sharesnew addition2026-03-312026-04-22

ITOT

ISHARES TR

-0.94%

Shares342.5K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-0.99%

Shares45.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.34%

Shares30.2K

Event2026-03-31

Filed2026-04-22

VOE

VANGUARD INDEX FDS

-0.36%

Shares44.4K

Event2026-03-31

Filed2026-04-22

FRDM

EA SERIES TRUST

-0.67%

Shares115.8K

Event2026-03-31

Filed2026-04-22

HELO

J P MORGAN EXCHANGE TRADED F

7.71%

Shares89.2K

Event2026-03-31

Filed2026-04-22

CGDV

CAPITAL GROUP DIVIDEND VALUE

4.79%

Shares130.0K

Event2026-03-31

Filed2026-04-22

PULS

PGIM ETF TR

19.03%

Shares111.1K

Event2026-03-31

Filed2026-04-22

ICE

INTERCONTINENTAL EXCHANGE IN

-1.12%

Shares34.1K

Event2026-03-31

Filed2026-04-22

DWM

WISDOMTREE TR

0.39%

Shares57.6K

Event2026-03-31

Filed2026-04-22

MMIT

NEW YORK LIFE INVTS ACTIVE E

1.46%

Shares164.8K

Event2026-03-31

Filed2026-04-22

VDE

VANGUARD WORLD FD

0.24%

Shares22.8K

Event2026-03-31

Filed2026-04-22

CGGO

CAPITAL GROUP GBL GROWTH EQT

-0.29%

Shares115.6K

Event2026-03-31

Filed2026-04-22

AMJB

JPMORGAN CHASE FINL CO LLC

-0.19%

Shares91.9K

Event2026-03-31

Filed2026-04-22

GUNR

FLEXSHARES TR

-5.35%

Shares51.4K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

-0.01%

Shares15.9K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

0.00%

Shares13.6K

Event2026-03-31

Filed2026-04-22

JEPQ

J P MORGAN EXCHANGE TRADED F

11.16%

Shares39.2K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-0.47%

Shares12.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-04-22

JCPB

J P MORGAN EXCHANGE TRADED F

8.45%

Shares42.2K

Event2026-03-31

Filed2026-04-22

RZV

INVESCO EXCHANGE TRADED FD T

2.30%

Shares15.8K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-0.67%

Shares17.8K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-1.77%

Shares4.9K

Event2026-03-31

Filed2026-04-22

RWR

SPDR SERIES TRUST

-6.37%

Shares17.1K

Event2026-03-31

Filed2026-04-22

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-22

SCHF

SCHWAB STRATEGIC TR

-0.29%

Shares55.1K

Event2026-03-31

Filed2026-04-22

JEPI

J P MORGAN EXCHANGE TRADED F

0.88%

Shares22.5K

Event2026-03-31

Filed2026-04-22

PROCTER & GAMBLE CO

-1.23%

Shares8.4K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

1.09%

Shares1.7K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

0.62%

Shares4.1K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-22

NFLX

NETFLIX INC.

-1.31%

Shares7.5K

Event2026-03-31

Filed2026-04-22

MDLZ

MONDELEZ INTL INC

0.00%

Shares10.6K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

1.74%

Shares2.0K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

0.26%

Shares1.9K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-22

NJR

NEW JERSEY RES CORP

0.16%

Shares10.6K

Event2026-03-31

Filed2026-04-22

VEU

VANGUARD INTL EQUITY INDEX F

-4.84%

Shares7.7K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-22

BROADRIDGE FINL SOLUTIONS IN

-10.68%

Shares3.4K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

1.62%

Shares2.5K

Event2026-03-31

Filed2026-04-22

DIS

DISNEY WALT CO

-3.18%

Shares5.3K

Event2026-03-31

Filed2026-04-22

AT&T INC

0.00%

Shares17.1K

Event2026-03-31

Filed2026-04-22

PEG

PUBLIC SVC ENTERPRISE GROUP

-1.27%

Shares5.5K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-22

JPIB

J P MORGAN EXCHANGE TRADED F

2.09%

Shares8.3K

Event2026-03-31

Filed2026-04-22

PGNY

PROGYNY INC

-0.85%

Shares23.3K

Event2026-03-31

Filed2026-04-22

MERCK & CO INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

0.08%

Shares2.6K

Event2026-03-31

Filed2026-04-22