Sponsored

The Analysis of Southland Equity Partners LLC's Holdings & P&L

Currently, Southland Equity Partners LLC holds 273 types of securities in its portfolio with a total value $513.1M. In the most recent quarter, they have increased their positions in FDL (+50.8K shares, valued at $2.6M), BUFR (+59.6K shares, valued at $2.0M), VTWO (+19.0K shares, valued at $1.9M); decreased their positions in PMAR (-35.8K shares, valued at $1.6M), VWO (-28.3K shares, valued at $1.5M), AGNC (-133.0K shares, valued at $1.3M); initiated new positions in VBR (+6.9K shares, valued at $1.5M), N/A (+76.5K shares, valued at $1.4M), EWZ (+31.4K shares, valued at $1.2M).

1M P&L

+17.7M+3.71%

3M P&L

-8.5M-1.68%

HY P&L

+15.2M+3.16%

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/A346.2M

72.9%

2Consumer Electronics30.7M

6.5%

3Drug Manufacturers - General13.1M

2.8%

Top Industries by Stock Count

1N/A140 stocks

56.7%

2Utilities - Regulated Electric8 stocks

3.2%

3Drug Manufacturers - General7 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC120.9K shares-1.02%2026-03-312026-04-14

PMAR INNOVATOR ETFS TRUST681.8K shares-4.99%2026-03-312026-04-14

FDL FIRST TR EXCHANGE-TRADED FD557.5K shares10.03%2026-03-312026-04-14

BOND PIMCO ETF TR273.0K shares-0.82%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR689.7K shares-0.38%2026-03-312026-04-14

PJAN INNOVATOR ETFS TRUST384.2K shares-5.31%2026-03-312026-04-14

QTEC FIRST TR EXCHANGE-TRADED FD60.4K shares-0.33%2026-03-312026-04-14

SFLR INNOVATOR ETFS TRUST313.7K shares-7.42%2026-03-312026-04-14

Sponsored

PMAY INNOVATOR ETFS TRUST229.8K shares-0.78%2026-03-312026-04-14

PAPR INNOVATOR ETFS TRUST211.8K shares-0.50%2026-03-312026-04-14

SDVY FIRST TR EXCHANGE TRADED FD204.9K shares2.51%2026-03-312026-04-14

FTCS FIRST TR EXCHANGE-TRADED FD80.9K shares-0.85%2026-03-312026-04-14

FDN FIRST TR EXCHANGE-TRADED FD31.4K shares0.72%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR12.7K shares0.71%2026-03-312026-04-14

PJUL INNOVATOR ETFS TRUST149.5K shares-0.03%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL14.3K shares-0.39%2026-03-312026-04-14

Sponsored

PFEB INNOVATOR ETFS TRUST161.1K shares-4.10%2026-03-312026-04-14

MCD MCDONALDS CORP19.4K shares0.01%2026-03-312026-04-14

ABBV ABBVIE INC27.3K shares-0.99%2026-03-312026-04-14

PG PROCTER & GAMBLE CO40.9K shares-5.31%2026-03-312026-04-14

TCAF T ROWE PRICE ETF INC163.9K shares19.57%2026-03-312026-04-14

AMZN AMAZON COM INC24.0K shares2.41%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON19.8K shares-2.14%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS8.0K shares3.80%2026-03-312026-04-14

Sponsored

MSFT MICROSOFT CORP11.9K shares7.54%2026-03-312026-04-14

JPM JPMORGAN CHASE & CO14.3K shares0.94%2026-03-312026-04-14

FVD FIRST TR EXCHANGE-TRADED FD89.5K shares-2.43%2026-03-312026-04-14

NVDA NVIDIA CORPORATION23.4K shares10.68%2026-03-312026-04-14

POCT INNOVATOR ETFS TRUST88.7K shares-0.79%2026-03-312026-04-14

PJUN INNOVATOR ETFS TRUST89.7K shares0.00%2026-03-312026-04-14

CVX CHEVRON CORPORATION17.8K shares0.85%2026-03-312026-04-14

ALPHABET INC ALPHABET INC12.7K shares-0.74%2026-03-312026-04-14

Sponsored

PAUG INNOVATOR ETFS TRUST85.0K shares-1.42%2026-03-312026-04-14

RDVY FIRST TR EXCHANGE TRADED FD51.3K shares0.71%2026-03-312026-04-14

MTUM ISHARES TR14.6K shares-3.62%2026-03-312026-04-14

DDFL INNOVATOR ETFS TRUST169.9K shares0.00%2026-03-312026-04-14

BILZ PIMCO ETF TR34.3K shares58.47%2026-03-312026-04-14

VUG VANGUARD INDEX FDS7.6K shares9.29%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS50.1K shares-1.79%2026-03-312026-04-14

DDTL INNOVATOR ETFS TRUST154.6K shares0.44%2026-03-312026-04-14

Sponsored

O REALTY INCOME CORP51.1K shares-0.57%2026-03-312026-04-14

QFLR INNOVATOR ETFS TRUST92.6K shares1.01%2026-03-312026-04-14

TCAL T ROWE PRICE ETF INC127.7K shares3.95%2026-03-312026-04-14

XOM EXXON MOBIL CORP16.6K shares2.01%2026-03-312026-04-14

XMMO INVESCO EXCHANGE TRADED FD T19.3K shares-0.34%2026-03-312026-04-14

PDEC INNOVATOR ETFS TRUST60.1K shares-1.23%2026-03-312026-04-14

TSLA TESLA INC6.9K shares2.45%2026-03-312026-04-14

BUFF INNOVATOR ETFS TRUST50.3K shares-0.39%2026-03-312026-04-14

Sponsored

SPMO INVESCO EXCH TRADED FD TR II22.1K shares5.35%2026-03-312026-04-14

DGRW WISDOMTREE TR27.8K shares-1.07%2026-03-312026-04-14

BUFR FIRST TR EXCHNG TRADED FD VI69.8K shares584.11%2026-03-312026-04-14

DGRO ISHARES TR32.6K shares-3.29%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS29.5K shares12.14%2026-03-312026-04-14

FLAO AIM ETF PRODUCTS TRUST79.1K shares0.00%2026-03-312026-04-14

VTWO VANGUARD SCOTTSDALE FDS21.5K shares774.16%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST99.8K shares-0.54%2026-03-312026-04-14

Sponsored

PEP PEPSICO INC13.5K shares0.69%2026-03-312026-04-14

NAC NUVEEN CA DIVI ADV MUN179.4K shares-12.93%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC40.7K shares-2.37%2026-03-312026-04-14

NNN NNN REIT INC48.4K shares-3.12%2026-03-312026-04-14

PNOV INNOVATOR ETFS TRUST48.8K shares0.00%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST84.0K shares0.00%2026-03-312026-04-14

FCAL FIRST TR EXCH TRADED FD III35.9K shares-17.44%2026-03-312026-04-14

IHDG WISDOMTREE TR33.5K shares-0.61%2026-03-312026-04-14

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE37.0K shares18.16%2026-03-312026-04-14

IMTM ISHARES TR32.8K shares-3.03%2026-03-312026-04-14

BAPR INNOVATOR ETFS TRUST32.1K shares0.00%2026-03-312026-04-14

DIVI FRANKLIN TEMPLETON ETF TR39.5K shares-0.83%2026-03-312026-04-14

IQLT ISHARES TR33.9K shares-2.22%2026-03-312026-04-14

VBR VANGUARD INDEX FDS6.9K sharesnew addition2026-03-312026-04-14

DON WISDOMTREE TR27.8K shares-1.92%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST76.5K sharesnew addition2026-03-312026-04-14

Sponsored

PM PHILIP MORRIS INTL INC8.5K shares-1.58%2026-03-312026-04-14

VCIT VANGUARD SCOTTSDALE FDS16.6K shares7.56%2026-03-312026-04-14

USMV ISHARES TR14.8K shares-2.46%2026-03-312026-04-14

PSEP INNOVATOR ETFS TRUST31.6K shares0.00%2026-03-312026-04-14

VO VANGUARD INDEX FDS4.3K shares-1.52%2026-03-312026-04-14

SYLD CAMBRIA ETF TR16.5K shares-0.68%2026-03-312026-04-14

INTC INTEL CORP27.9K shares0.45%2026-03-312026-04-14

EWZ ISHARES INC31.4K sharesnew addition2026-03-312026-04-14

Sponsored

PID INVESCO EXCHANGE TRADED FD T53.8K shares-1.97%2026-03-312026-04-14

VTV VANGUARD INDEX FDS5.9K shares1.00%2026-03-312026-04-14

BLACKROCK INC BLACKROCK INC1.2K shares0.09%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST59.3K shares-2.85%2026-03-312026-04-14

KORP AMERICAN CENTY ETF TR23.1K shares9.67%2026-03-312026-04-14

JPEF J P MORGAN EXCHANGE TRADED F15.0K shares2.89%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS7.2K shares0.69%2026-03-312026-04-14

BSV VANGUARD BD INDEX FDS13.6K shares-4.90%2026-03-312026-04-14

Sponsored

GLD SPDR GOLD TR2.4K shares-0.71%2026-03-312026-04-14

MAYU AIM ETF PRODUCTS TRUST34.4K shares0.00%2026-03-312026-04-14

BROADCOM INC BROADCOM INC3.3K shares4.13%2026-03-312026-04-14

ALPHABET INC ALPHABET INC3.5K shares25.94%2026-03-312026-04-14

IDMO INVESCO EXCH TRADED FD TR II18.2K shares1.02%2026-03-312026-04-14

NEE NEXTERA ENERGY INC10.7K shares-0.77%2026-03-312026-04-14

BNDX VANGUARD CHARLOTTE FDS20.6K shares0.53%2026-03-312026-04-14

XBI SPDR SERIES TRUST7.7K sharesnew addition2026-03-312026-04-14

Sponsored

NSEP INNOVATOR ETFS TRUST33.9K shares0.00%2026-03-312026-04-14

VGT VANGUARD WORLD FD1.3K shares2.49%2026-03-312026-04-14

HD HOME DEPOT INC2.8K shares6.12%2026-03-312026-04-14

FNX FIRST TR EXCHANGE-TRADED ALP6.9K shares-3.86%2026-03-312026-04-14

VB VANGUARD INDEX FDS3.4K shares2.93%2026-03-312026-04-14

PTNQ PACER FDS TR12.1K shares-2.19%2026-03-312026-04-14

YUM YUM BRANDS INC5.7K shares0.23%2026-03-312026-04-14

XSMO INVESCO EXCHANGE TRADED FD T11.1K shares-0.67%2026-03-312026-04-14

Sponsored

ABT ABBOTT LABORATORIES8.2K shares2.60%2026-03-312026-04-14

FLRT PACER FDS TR17.9K shares-5.94%2026-03-312026-04-14

FMB FIRST TR EXCH TRADED FD III16.2K shares-1.40%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS16.2K shares0.00%2026-03-312026-04-14

T AT&T INC27.0K shares-3.95%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION769 shares5.34%2026-03-312026-04-14

VTI VANGUARD INDEX FDS2.4K shares0.13%2026-03-312026-04-14

CTAS CINTAS CORP4.5K shares1.33%2026-03-312026-04-14

Sponsored

WELL WELLTOWER INC3.8K shares-2.63%2026-03-312026-04-14

CAT CATERPILLAR INC1.0K shares11.40%2026-03-312026-04-14

KMB KIMBERLY-CLARK CORP7.5K shares0.52%2026-03-312026-04-14

PSX PHILLIPS 663.9K shares-0.03%2026-03-312026-04-14

XMHQ INVESCO EXCHANGE TRADED FD T6.8K shares6.88%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST36.8K shares0.00%2026-03-312026-04-14

ENB ENBRIDGE INC12.9K shares-0.85%2026-03-312026-04-14

WMT WALMART INC5.5K shares9.57%2026-03-312026-04-14

Sponsored

UJAN INNOVATOR ETFS TRUST15.4K shares-3.72%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST35.0K sharesnew addition2026-03-312026-04-14

SPYM SPDR SERIES TRUST8.2K shares21.42%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC4.8K shares-0.56%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.7K shares-0.40%2026-03-312026-04-14

AMAT APPLIED MATLS INC1.8K shares8.28%2026-03-312026-04-14

FTHI FIRST TR EXCHANGE TRADED FD25.3K sharesnew addition2026-03-312026-04-14

MMTM SPDR SERIES TRUST2.1K shares-4.36%2026-03-312026-04-14

Sponsored

CSCO CISCO SYS INC7.4K shares3.33%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F10.2K shares-13.04%2026-03-312026-04-14

LMBS FIRST TR EXCHANGE-TRADED FD11.4K sharesnew addition2026-03-312026-04-14

NVS NOVARTIS AG3.7K shares7.25%2026-03-312026-04-14

LLY ELI LILLY & CO610 shares18.22%2026-03-312026-04-14

MO ALTRIA GROUP INC8.5K shares0.38%2026-03-312026-04-14

VOOG VANGUARD ADMIRAL FDS INC1.4K shares4.09%2026-03-312026-04-14

EIX EDISON INTL7.6K shares-7.74%2026-03-312026-04-14

Sponsored

XSVM INVESCO EXCHANGE TRADED FD T9.1K shares-1.29%2026-03-312026-04-14

BIV VANGUARD BD INDEX FDS7.0K shares0.47%2026-03-312026-04-14

META META PLATFORMS INC934 shares17.34%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC3.6K shares7.61%2026-03-312026-04-14

ZOCT INNOVATOR ETFS TRUST19.8K shares0.00%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F9.6K shares-74.75%2026-03-312026-04-14

KR KROGER CO7.1K shares-2.20%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP847 shares-1.74%2026-03-312026-04-14

Sponsored

IGM ISHARES TR4.3K shares-7.41%2026-03-312026-04-14

IBM INTERNATIONAL BUSINESS MACHS2.1K shares-2.69%2026-03-312026-04-14

CLX CLOROX CO DEL4.9K shares-1.15%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC4.4K shares-13.22%2026-03-312026-04-14

QCOM QUALCOMM INC3.8K shares0.81%2026-03-312026-04-14

IJH ISHARES TR7.3K shares-1.40%2026-03-312026-04-14

MOAT VANECK ETF TRUST5.1K shares-0.16%2026-03-312026-04-14

AMGN AMGEN INC1.4K shares-22.78%2026-03-312026-04-14

Sponsored

MDLZ MONDELEZ INTL INC8.4K shares0.33%2026-03-312026-04-14

VMBS VANGUARD SCOTTSDALE FDS10.3K shares0.55%2026-03-312026-04-14

GILD GILEAD SCIENCES INC3.4K shares1.72%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T722 shares15.34%2026-03-312026-04-14

COP CONOCOPHILLIPS3.6K shares4.44%2026-03-312026-04-14

IRT INDEPENDENCE RLTY TR INC31.3K shares0.00%2026-03-312026-04-14

FXO FIRST TR EXCHANGE-TRADED FD8.3K shares0.01%2026-03-312026-04-14

BAC BANK AMERICA CORP9.5K shares5.14%2026-03-312026-04-14

Sponsored

FXR FIRST TR EXCHANGE-TRADED FD5.6K shares0.00%2026-03-312026-04-14

GEV GE VERNOVA INC520 shares33.33%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS2.1K shares0.09%2026-03-312026-04-14

OHI OMEGA HEALTHCARE INVS INC10.1K shares0.00%2026-03-312026-04-14

SLV ISHARES SILVER TR6.4K shares73.64%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.3K shares0.71%2026-03-312026-04-14

FLQM FRANKLIN TEMPLETON ETF TR7.9K shares-1.73%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC509 shares18.93%2026-03-312026-04-14

Sponsored

SBUX STARBUCKS CORP4.7K shares2.22%2026-03-312026-04-14

WM WASTE MGMT INC DEL1.8K shares3.59%2026-03-312026-04-14

CGBL CAPITAL GROUP CORE BALANCED12.3K shares13.02%2026-03-312026-04-14

ICSH ISHARES TR8.3K shares-3.53%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR3.1K shares-3.87%2026-03-312026-04-14

SO SOUTHERN CO4.3K shares1.23%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST21.8K shares0.00%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR8.2K shares2.39%2026-03-312026-04-14

Sponsored

VTIP VANGUARD MALVERN FDS8.0K shares-3.67%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L10.3K shares-4.48%2026-03-312026-04-14

MPC MARATHON PETE CORP1.6K shares2.45%2026-03-312026-04-14

EUDG WISDOMTREE TR10.6K shares-1.55%2026-03-312026-04-14

BLV VANGUARD BD INDEX FDS5.6K shares0.65%2026-03-312026-04-14

KO COCA COLA CO4.9K shares1.14%2026-03-312026-04-14

VPL VANGUARD INTL EQUITY INDEX F3.8K shares-0.24%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE1.3K shares0.94%2026-03-312026-04-14

Sponsored

IQDY FLEXSHARES TR9.6K shares-0.50%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-4.15%2026-03-312026-04-14

CVS CVS HEALTH CORP5.0K shares-2.83%2026-03-312026-04-14

ORCL ORACLE CORP2.4K shares12.77%2026-03-312026-04-14

FLDR FIDELITY MERRIMACK STR TR7.1K shares-4.09%2026-03-312026-04-14

WFC WELLS FARGO & CO4.4K shares-0.07%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC3.1K shares-0.32%2026-03-312026-04-14

PCEF INVESCO EXCH TRADED FD TR II18.7K sharesnew addition2026-03-312026-04-14

Sponsored

QQQU DIREXION SHARES ETF TRUST8.0K shares-5.33%2026-03-312026-04-14

VLO VALERO ENERGY CORP1.4K shares2.80%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST18.1K sharesnew addition2026-03-312026-04-14

WBIY ABSOLUTE SHS TR9.9K shares-6.63%2026-03-312026-04-14

DE DEERE & CO594 shares9.39%2026-03-312026-04-14

FDVV FIDELITY COVINGTON TRUST6.1K shares16.29%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.7K shares27.17%2026-03-312026-04-14

CSX CSX CORP8.1K shares4.24%2026-03-312026-04-14

Sponsored

CL COLGATE PALMOLIVE CO3.8K shares-1.54%2026-03-312026-04-14

URA GLOBAL X FDS6.8K sharesnew addition2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC966 shares27.95%2026-03-312026-04-14

GLW CORNING INC2.4K shares0.88%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F5.8K shares-12.96%2026-03-312026-04-14

BJUL INNOVATOR ETFS TRUST6.5K shares0.00%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR5.3K shares0.00%2026-03-312026-04-14

MS MORGAN STANLEY1.9K shares11.44%2026-03-312026-04-14

Sponsored

IJR ISHARES TR2.5K shares-3.47%2026-03-312026-04-14

OMC OMNICOM GROUP INC4.1K shares0.66%2026-03-312026-04-14

DDTS INNOVATOR ETFS TRUST14.5K shares0.00%2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC1.1K shares16.77%2026-03-312026-04-14

IPAC ISHARES TR3.9K shares-4.41%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC3.0K shares-5.13%2026-03-312026-04-14

IRM IRON MTN INC DEL2.9K shares-5.00%2026-03-312026-04-14

OKE ONEOK INC NEW3.2K shares-0.96%2026-03-312026-04-14

Sponsored

AIQ GLOBAL X FDS6.2K shares-4.66%2026-03-312026-04-14

RTX RTX CORPORATION1.5K shares15.28%2026-03-312026-04-14

DWX SPDR INDEX SHS FDS6.2K shares-10.44%2026-03-312026-04-14

NVO NOVO-NORDISK A S7.7K shares1.97%2026-03-312026-04-14

NOC NORTHROP GRUMMAN CORP407 shares2.01%2026-03-312026-04-14

FITB FIFTH THIRD BANCORP6.0K shares2.50%2026-03-312026-04-14

KLAC KLA CORP188 shares5.03%2026-03-312026-04-14

USIG ISHARES TR5.4K shares0.00%2026-03-312026-04-14

Sponsored

DVY ISHARES TR1.8K shares-33.81%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC1.3K shares-1.19%2026-03-312026-04-14

EMR EMERSON ELEC CO2.0K shares17.40%2026-03-312026-04-14

JNEU AIM ETF PRODUCTS TRUST8.9K shares0.00%2026-03-312026-04-14

KMI KINDER MORGAN INC DEL7.7K shares-11.31%2026-03-312026-04-14

AIRR FIRST TR EXCHANGE TRADED FD2.3K shares0.00%2026-03-312026-04-14

MMM 3M CO1.7K shares-0.69%2026-03-312026-04-14

JULU AIM ETF PRODUCTS TRUST8.7K shares0.00%2026-03-312026-04-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II1.0K shares-11.83%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR5.4K sharesnew addition2026-03-312026-04-14

CMF ISHARES TR4.3K shares0.00%2026-03-312026-04-14

HON HONEYWELL INTL INC1.1K sharesnew addition2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC1.1K shares11.02%2026-03-312026-04-14

MFC MANULIFE FINL CORP6.9K shares1.60%2026-03-312026-04-14

V VISA INC775 shares7.64%2026-03-312026-04-14

ALPS ETF TR ALPS ETF TR4.4K shares-22.66%2026-03-312026-04-14

Sponsored

SPIP SPDR SERIES TRUST9.0K shares-3.08%2026-03-312026-04-14

GSK PLC GSK PLC4.1K sharesnew addition2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC493 shares5.57%2026-03-312026-04-14

FTSM FIRST TR EXCHANGE-TRADED FD3.8K shares-1.22%2026-03-312026-04-14

TOTALENERGIES SE TOTALENERGIES SE2.4K sharesnew addition2026-03-312026-04-14

PKG PACKAGING CORP AMER1.1K sharesnew addition2026-03-312026-04-14

MEDTRONIC PLC MEDTRONIC PLC2.6K shares3.14%2026-03-312026-04-14

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-04-14

Sponsored

PPL PPL CORP5.9K shares0.81%2026-03-312026-04-14

PNW PINNACLE WEST CAP CORP2.2K sharesnew addition2026-03-312026-04-14

WBIG ABSOLUTE SHS TR9.5K shares0.00%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-04-14

MAR MARRIOTT INTL INC NEW675 shares-0.15%2026-03-312026-04-14

UNP UNION PAC CORP902 shares-6.72%2026-03-312026-04-14

CEPU CENTRAL PUERTO S A12.9K sharesnew addition2026-03-312026-04-14

TSCO TRACTOR SUPPLY CO4.8K shares3.99%2026-03-312026-04-14

Sponsored

FTSL FIRST TR EXCHANGE-TRADED FD4.8K shares-6.43%2026-03-312026-04-14

JANU AIM ETF PRODUCTS TRUST7.9K shares0.00%2026-03-312026-04-14

CMCSA COMCAST CORP NEW7.4K shares2.72%2026-03-312026-04-14

AGNC AGNC INVT CORP21.2K shares-86.26%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST11.2K sharesnew addition2026-03-312026-04-14

CMI CUMMINS INC389 sharesnew addition2026-03-312026-04-14

FXZ FIRST TR EXCHANGE-TRADED FD2.7K sharesnew addition2026-03-312026-04-14

QDPL PACER FDS TR5.2K shares0.58%2026-03-312026-04-14

Sponsored

RY ROYAL BK CDA1.3K shares7.68%2026-03-312026-04-14

YUMC YUM CHINA HLDGS INC4.2K shares-0.68%2026-03-312026-04-14

USB US BANCORP4.0K shares1.91%2026-03-312026-04-14

LYB LYONDELLBASELL INDUSTRIES NV2.5K sharesnew addition2026-03-312026-04-14

ITW ILLINOIS TOOL WKS INC787 sharesnew addition2026-03-312026-04-14

DDFS INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-04-14

TAIL CAMBRIA ETF TR17.3K sharesnew addition2026-03-312026-04-14

AWF ALLIANCEBERNSTEIN GLOBAL HIG16.5K shares0.00%2026-03-312026-04-14

Sponsored

BTBT BIT DIGITAL INC123.9K sharesnew addition2026-03-312026-04-14

AAPL

APPLE INC

-1.02%

Shares120.9K

Event2026-03-31

Filed2026-04-14

PMAR

INNOVATOR ETFS TRUST

-4.99%

Shares681.8K

Event2026-03-31

Filed2026-04-14

FDL

FIRST TR EXCHANGE-TRADED FD

10.03%

Shares557.5K

Event2026-03-31

Filed2026-04-14

BOND

PIMCO ETF TR

-0.82%

Shares273.0K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-0.38%

Shares689.7K

Event2026-03-31

Filed2026-04-14

PJAN

INNOVATOR ETFS TRUST

-5.31%

Shares384.2K

Event2026-03-31

Filed2026-04-14

QTEC

FIRST TR EXCHANGE-TRADED FD

-0.33%

Shares60.4K

Event2026-03-31

Filed2026-04-14

SFLR

INNOVATOR ETFS TRUST

-7.42%

Shares313.7K

Event2026-03-31

Filed2026-04-14

PMAY

INNOVATOR ETFS TRUST

-0.78%

Shares229.8K

Event2026-03-31

Filed2026-04-14

PAPR

INNOVATOR ETFS TRUST

-0.50%

Shares211.8K

Event2026-03-31

Filed2026-04-14

SDVY

FIRST TR EXCHANGE TRADED FD

2.51%

Shares204.9K

Event2026-03-31

Filed2026-04-14

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.85%

Shares80.9K

Event2026-03-31

Filed2026-04-14

FDN

FIRST TR EXCHANGE-TRADED FD

0.72%

Shares31.4K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

0.71%

Shares12.7K

Event2026-03-31

Filed2026-04-14

PJUL

INNOVATOR ETFS TRUST

-0.03%

Shares149.5K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-0.39%

Shares14.3K

Event2026-03-31

Filed2026-04-14

PFEB

INNOVATOR ETFS TRUST

-4.10%

Shares161.1K

Event2026-03-31

Filed2026-04-14

MCD

MCDONALDS CORP

0.01%

Shares19.4K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-0.99%

Shares27.3K

Event2026-03-31

Filed2026-04-14

PROCTER & GAMBLE CO

-5.31%

Shares40.9K

Event2026-03-31

Filed2026-04-14

TCAF

T ROWE PRICE ETF INC

19.57%

Shares163.9K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

2.41%

Shares24.0K

Event2026-03-31

Filed2026-04-14

JNJ

JOHNSON & JOHNSON

-2.14%

Shares19.8K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

3.80%

Shares8.0K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

7.54%

Shares11.9K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

0.94%

Shares14.3K

Event2026-03-31

Filed2026-04-14

FVD

FIRST TR EXCHANGE-TRADED FD

-2.43%

Shares89.5K

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

10.68%

Shares23.4K

Event2026-03-31

Filed2026-04-14

POCT

INNOVATOR ETFS TRUST

-0.79%

Shares88.7K

Event2026-03-31

Filed2026-04-14

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares89.7K

Event2026-03-31

Filed2026-04-14

CVX

CHEVRON CORPORATION

0.85%

Shares17.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

-0.74%

Shares12.7K

Event2026-03-31

Filed2026-04-14

PAUG

INNOVATOR ETFS TRUST

-1.42%

Shares85.0K

Event2026-03-31

Filed2026-04-14

RDVY

FIRST TR EXCHANGE TRADED FD

0.71%

Shares51.3K

Event2026-03-31

Filed2026-04-14

MTUM

ISHARES TR

-3.62%

Shares14.6K

Event2026-03-31

Filed2026-04-14

DDFL

INNOVATOR ETFS TRUST

0.00%

Shares169.9K

Event2026-03-31

Filed2026-04-14

BILZ

PIMCO ETF TR

58.47%

Shares34.3K

Event2026-03-31

Filed2026-04-14

VUG

VANGUARD INDEX FDS

9.29%

Shares7.6K

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

-1.79%

Shares50.1K

Event2026-03-31

Filed2026-04-14

DDTL

INNOVATOR ETFS TRUST

0.44%

Shares154.6K

Event2026-03-31

Filed2026-04-14

REALTY INCOME CORP

-0.57%

Shares51.1K

Event2026-03-31

Filed2026-04-14

QFLR

INNOVATOR ETFS TRUST

1.01%

Shares92.6K

Event2026-03-31

Filed2026-04-14

TCAL

T ROWE PRICE ETF INC

3.95%

Shares127.7K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

2.01%

Shares16.6K

Event2026-03-31

Filed2026-04-14

XMMO

INVESCO EXCHANGE TRADED FD T

-0.34%

Shares19.3K

Event2026-03-31

Filed2026-04-14

PDEC

INNOVATOR ETFS TRUST

-1.23%

Shares60.1K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

2.45%

Shares6.9K

Event2026-03-31

Filed2026-04-14

BUFF

INNOVATOR ETFS TRUST

-0.39%

Shares50.3K

Event2026-03-31

Filed2026-04-14

SPMO

INVESCO EXCH TRADED FD TR II

5.35%

Shares22.1K

Event2026-03-31

Filed2026-04-14

DGRW

WISDOMTREE TR

-1.07%

Shares27.8K

Event2026-03-31

Filed2026-04-14

BUFR

FIRST TR EXCHNG TRADED FD VI

584.11%

Shares69.8K

Event2026-03-31

Filed2026-04-14

DGRO

ISHARES TR

-3.29%

Shares32.6K

Event2026-03-31

Filed2026-04-14

BND

VANGUARD BD INDEX FDS

12.14%

Shares29.5K

Event2026-03-31

Filed2026-04-14

FLAO

AIM ETF PRODUCTS TRUST

0.00%

Shares79.1K

Event2026-03-31

Filed2026-04-14

VTWO

VANGUARD SCOTTSDALE FDS

774.16%

Shares21.5K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

-0.54%

Shares99.8K

Event2026-03-31

Filed2026-04-14

PEP

PEPSICO INC

0.69%

Shares13.5K

Event2026-03-31

Filed2026-04-14

NAC

NUVEEN CA DIVI ADV MUN

-12.93%

Shares179.4K

Event2026-03-31

Filed2026-04-14

VERIZON COMMUNICATIONS INC

-2.37%

Shares40.7K

Event2026-03-31

Filed2026-04-14

NNN

NNN REIT INC

-3.12%

Shares48.4K

Event2026-03-31

Filed2026-04-14

PNOV

INNOVATOR ETFS TRUST

0.00%

Shares48.8K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

0.00%

Shares84.0K

Event2026-03-31

Filed2026-04-14

FCAL

FIRST TR EXCH TRADED FD III

-17.44%

Shares35.9K

Event2026-03-31

Filed2026-04-14

IHDG

WISDOMTREE TR

-0.61%

Shares33.5K

Event2026-03-31

Filed2026-04-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

18.16%

Shares37.0K

Event2026-03-31

Filed2026-04-14

IMTM

ISHARES TR

-3.03%

Shares32.8K

Event2026-03-31

Filed2026-04-14

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares32.1K

Event2026-03-31

Filed2026-04-14

DIVI

FRANKLIN TEMPLETON ETF TR

-0.83%

Shares39.5K

Event2026-03-31

Filed2026-04-14

IQLT

ISHARES TR

-2.22%

Shares33.9K

Event2026-03-31

Filed2026-04-14

VBR

VANGUARD INDEX FDS

New

Shares6.9K

Event2026-03-31

Filed2026-04-14

DON

WISDOMTREE TR

-1.92%

Shares27.8K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

New

Shares76.5K

Event2026-03-31

Filed2026-04-14

PHILIP MORRIS INTL INC

-1.58%

Shares8.5K

Event2026-03-31

Filed2026-04-14

VCIT

VANGUARD SCOTTSDALE FDS

7.56%

Shares16.6K

Event2026-03-31

Filed2026-04-14

USMV

ISHARES TR

-2.46%

Shares14.8K

Event2026-03-31

Filed2026-04-14

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares31.6K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-1.52%

Shares4.3K

Event2026-03-31

Filed2026-04-14

SYLD

CAMBRIA ETF TR

-0.68%

Shares16.5K

Event2026-03-31

Filed2026-04-14

INTC

INTEL CORP

0.45%

Shares27.9K

Event2026-03-31

Filed2026-04-14

EWZ

ISHARES INC

New

Shares31.4K

Event2026-03-31

Filed2026-04-14

PID

INVESCO EXCHANGE TRADED FD T

-1.97%

Shares53.8K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

1.00%

Shares5.9K

Event2026-03-31

Filed2026-04-14

BLACKROCK INC

0.09%

Shares1.2K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

-2.85%

Shares59.3K

Event2026-03-31

Filed2026-04-14

KORP

AMERICAN CENTY ETF TR

9.67%

Shares23.1K

Event2026-03-31

Filed2026-04-14

JPEF

J P MORGAN EXCHANGE TRADED F

2.89%

Shares15.0K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

0.69%

Shares7.2K

Event2026-03-31

Filed2026-04-14

BSV

VANGUARD BD INDEX FDS

-4.90%

Shares13.6K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

-0.71%

Shares2.4K

Event2026-03-31

Filed2026-04-14

MAYU

AIM ETF PRODUCTS TRUST

0.00%

Shares34.4K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

4.13%

Shares3.3K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

25.94%

Shares3.5K

Event2026-03-31

Filed2026-04-14

IDMO

INVESCO EXCH TRADED FD TR II

1.02%

Shares18.2K

Event2026-03-31

Filed2026-04-14

NEE

NEXTERA ENERGY INC

-0.77%

Shares10.7K

Event2026-03-31

Filed2026-04-14

BNDX

VANGUARD CHARLOTTE FDS

0.53%

Shares20.6K

Event2026-03-31

Filed2026-04-14

XBI

SPDR SERIES TRUST

New

Shares7.7K

Event2026-03-31

Filed2026-04-14

NSEP

INNOVATOR ETFS TRUST

0.00%

Shares33.9K

Event2026-03-31

Filed2026-04-14

VGT

VANGUARD WORLD FD

2.49%

Shares1.3K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

6.12%

Shares2.8K

Event2026-03-31

Filed2026-04-14

FNX

FIRST TR EXCHANGE-TRADED ALP

-3.86%

Shares6.9K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

2.93%

Shares3.4K

Event2026-03-31

Filed2026-04-14

PTNQ

PACER FDS TR

-2.19%

Shares12.1K

Event2026-03-31

Filed2026-04-14

YUM

YUM BRANDS INC

0.23%

Shares5.7K

Event2026-03-31

Filed2026-04-14

XSMO

INVESCO EXCHANGE TRADED FD T

-0.67%

Shares11.1K

Event2026-03-31

Filed2026-04-14

ABT

ABBOTT LABORATORIES

2.60%

Shares8.2K

Event2026-03-31

Filed2026-04-14

FLRT

PACER FDS TR

-5.94%

Shares17.9K

Event2026-03-31

Filed2026-04-14

FMB

FIRST TR EXCH TRADED FD III

-1.40%

Shares16.2K

Event2026-03-31

Filed2026-04-14

VTEB

VANGUARD MUN BD FDS

0.00%

Shares16.2K

Event2026-03-31

Filed2026-04-14

AT&T INC

-3.95%

Shares27.0K

Event2026-03-31

Filed2026-04-14

COST

COSTCO WHOLESALE CORPORATION

5.34%

Shares769

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

0.13%

Shares2.4K

Event2026-03-31

Filed2026-04-14

CTAS

CINTAS CORP

1.33%

Shares4.5K

Event2026-03-31

Filed2026-04-14

WELL

WELLTOWER INC

-2.63%

Shares3.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

11.40%

Shares1.0K

Event2026-03-31

Filed2026-04-14

KMB

KIMBERLY-CLARK CORP

0.52%

Shares7.5K

Event2026-03-31

Filed2026-04-14

PSX

PHILLIPS 66

-0.03%

Shares3.9K

Event2026-03-31

Filed2026-04-14

XMHQ

INVESCO EXCHANGE TRADED FD T

6.88%

Shares6.8K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

0.00%

Shares36.8K

Event2026-03-31

Filed2026-04-14

ENB

ENBRIDGE INC

-0.85%

Shares12.9K

Event2026-03-31

Filed2026-04-14

WMT

WALMART INC

9.57%

Shares5.5K

Event2026-03-31

Filed2026-04-14

UJAN

INNOVATOR ETFS TRUST

-3.72%

Shares15.4K

Event2026-03-31

Filed2026-04-14

INNOVATOR ETFS TRUST

New

Shares35.0K

Event2026-03-31

Filed2026-04-14

SPYM

SPDR SERIES TRUST

21.42%

Shares8.2K

Event2026-03-31

Filed2026-04-14

AEP

AMERICAN ELEC PWR CO INC

-0.56%

Shares4.8K

Event2026-03-31

Filed2026-04-14

DUKE ENERGY CORP NEW

-0.40%

Shares4.7K

Event2026-03-31

Filed2026-04-14

AMAT

APPLIED MATLS INC

8.28%

Shares1.8K

Event2026-03-31

Filed2026-04-14

FTHI

FIRST TR EXCHANGE TRADED FD

New

Shares25.3K

Event2026-03-31

Filed2026-04-14

MMTM

SPDR SERIES TRUST

-4.36%

Shares2.1K

Event2026-03-31

Filed2026-04-14

CSCO

CISCO SYS INC

3.33%

Shares7.4K

Event2026-03-31

Filed2026-04-14

JEPQ

J P MORGAN EXCHANGE TRADED F

-13.04%

Shares10.2K

Event2026-03-31

Filed2026-04-14

LMBS

FIRST TR EXCHANGE-TRADED FD

New

Shares11.4K

Event2026-03-31

Filed2026-04-14

NVS

NOVARTIS AG

7.25%

Shares3.7K

Event2026-03-31

Filed2026-04-14

LLY

ELI LILLY & CO

18.22%

Shares610

Event2026-03-31

Filed2026-04-14

ALTRIA GROUP INC

0.38%

Shares8.5K

Event2026-03-31

Filed2026-04-14

VOOG

VANGUARD ADMIRAL FDS INC

4.09%

Shares1.4K

Event2026-03-31

Filed2026-04-14

EIX

EDISON INTL

-7.74%

Shares7.6K

Event2026-03-31

Filed2026-04-14

XSVM

INVESCO EXCHANGE TRADED FD T

-1.29%

Shares9.1K

Event2026-03-31

Filed2026-04-14

BIV

VANGUARD BD INDEX FDS

0.47%

Shares7.0K

Event2026-03-31

Filed2026-04-14