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The Analysis of Sovran Advisors, LLC's Holdings & P&L

Currently, Sovran Advisors, LLC holds 578 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in IWF (+56.6K shares, valued at $6.8M), IVV (+8.3K shares, valued at $6.0M), UDEC (+128.3K shares, valued at $5.2M); decreased their positions in VRT (-27.2K shares, valued at $8.9M), IBIT (-159.8K shares, valued at $6.9M), OEF (-16.5K shares, valued at $5.8M); initiated new positions in FELC (+62.1K shares, valued at $2.5M), IDEF (+73.9K shares, valued at $2.5M), CELH (+56.5K shares, valued at $1.9M).

1M P&L

-57.9M-4.39%

3M P&L

-309.0M-19.66%

HY P&L

-275.6M-17.92%

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/A855.5M

72.3%

2Software - Infrastructure49.2M

4.2%

3Semiconductors43.1M

3.6%

Top Industries by Stock Count

1N/A353 stocks

64.9%

2Asset Management11 stocks

2.0%

3Drug Manufacturers - General9 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR52.4K shares18.72%2026-03-312026-05-01

AAPL APPLE INC114.9K shares11.12%2026-03-312026-05-01

MSFT MICROSOFT CORP59.1K shares23.13%2026-03-312026-05-01

NVDA NVIDIA CORPORATION119.8K shares10.95%2026-03-312026-05-01

USEP INNOVATOR ETFS TRUST559.7K shares4.56%2026-03-312026-05-01

SPY STATE STR SPDR S&P 500 ETF T30.5K shares6.00%2026-03-312026-05-01

IVE ISHARES TR94.1K shares0.50%2026-03-312026-05-01

DYNF BLACKROCK ETF TRUST299.8K shares-5.47%2026-03-312026-05-01

Sponsored

IVW ISHARES TR132.3K shares7.76%2026-03-312026-05-01

AMZN AMAZON COM INC63.6K shares10.20%2026-03-312026-05-01

CGDV CAPITAL GROUP DIVIDEND VALUE339.2K shares-0.73%2026-03-312026-05-01

QUAL ISHARES TR74.1K shares4.37%2026-03-312026-05-01

IUSB ISHARES TR328.9K shares18.96%2026-03-312026-05-01

BROADCOM INC BROADCOM INC33.7K shares10.04%2026-03-312026-05-01

CGCP CAPITAL GRP FIXED INCM ETF T628.9K shares5.62%2026-03-312026-05-01

VNLA JANUS DETROIT STR TR271.0K shares1.06%2026-03-312026-05-01

Sponsored

ALPHABET INC ALPHABET INC34.4K shares24.71%2026-03-312026-05-01

META META PLATFORMS INC21.0K shares51.34%2026-03-312026-05-01

INVESCO QQQ TR INVESCO QQQ TR18.8K shares4.27%2026-03-312026-05-01

USAR USA RARE EARTH INC456.9K shares-6.70%2026-03-312026-05-01

CGGR CAPITAL GROUP GROWTH ETF259.6K shares4.05%2026-03-312026-05-01

EFV ISHARES TR145.9K shares0.25%2026-03-312026-05-01

ALPHABET INC ALPHABET INC29.1K shares23.99%2026-03-312026-05-01

IEMG ISHARES INC133.6K shares-9.64%2026-03-312026-05-01

Sponsored

TLT ISHARES TR121.6K shares7.87%2026-03-312026-05-01

CGCB CAPITAL GRP FIXED INCM ETF T396.8K shares7.87%2026-03-312026-05-01

GLD SPDR GOLD TR24.0K shares-0.33%2026-03-312026-05-01

VANGUARD INDEX FDS VANGUARD INDEX FDS14.5K shares3.90%2026-03-312026-05-01

BALT INNOVATOR ETFS TRUST278.6K shares9.44%2026-03-312026-05-01

IWF ISHARES TR74.4K shares318.51%2026-03-312026-05-01

TFLO ISHARES TR166.1K shares2.36%2026-03-312026-05-01

LTPZ PIMCO ETF TR160.6K shares1.24%2026-03-312026-05-01

Sponsored

QCOM QUALCOMM INC45.7K shares0.23%2026-03-312026-05-01

THRO BLACKROCK ETF TRUST194.3K shares6.90%2026-03-312026-05-01

JPST J P MORGAN EXCHANGE TRADED F154.2K shares1.27%2026-03-312026-05-01

AGG ISHARES TR78.4K shares4.73%2026-03-312026-05-01

VT VANGUARD INTL EQUITY INDEX F51.4K shares6.71%2026-03-312026-05-01

CRWV COREWEAVE INC69.5K shares-1.29%2026-03-312026-05-01

JAAA JANUS DETROIT STR TR146.8K shares-0.85%2026-03-312026-05-01

BAI BLACKROCK ETF TRUST171.6K shares10.23%2026-03-312026-05-01

Sponsored

VIG VANGUARD SPECIALIZED FUNDS32.1K shares4.04%2026-03-312026-05-01

VEA VANGUARD TAX-MANAGED FDS106.2K shares4.28%2026-03-312026-05-01

CGUS CAPITAL GROUP CORE EQUITY ET168.8K shares12.15%2026-03-312026-05-01

PKW INVESCO EXCHANGE TRADED FD T51.5K shares-19.17%2026-03-312026-05-01

AIRR FIRST TR EXCHANGE TRADED FD55.3K shares2.28%2026-03-312026-05-01

IBIT ISHARES BITCOIN TRUST ETF160.8K shares-49.85%2026-03-312026-05-01

TBUX T ROWE PRICE ETF INC139.8K shares-4.50%2026-03-312026-05-01

MTUM ISHARES TR24.1K shares14.17%2026-03-312026-05-01

Sponsored

SLV ISHARES SILVER TR99.8K shares10.27%2026-03-312026-05-01

PVAL PUTNAM ETF TRUST133.1K shares2.79%2026-03-312026-05-01

FBCG FIDELITY COVINGTON TRUST108.7K shares-3.12%2026-03-312026-05-01

GOVT ISHARES TR278.5K shares139.96%2026-03-312026-05-01

PLTR PALANTIR TECHNOLOGIES INC45.5K shares258.84%2026-03-312026-05-01

EFG ISHARES TR52.1K shares127.74%2026-03-312026-05-01

MBB ISHARES TR65.2K shares47.62%2026-03-312026-05-01

LMBS FIRST TR EXCHANGE-TRADED FD122.6K shares17.83%2026-03-312026-05-01

Sponsored

TSLA TESLA INC15.7K shares14.20%2026-03-312026-05-01

JPM JPMORGAN CHASE & CO18.8K shares35.57%2026-03-312026-05-01

BIL SPDR SERIES TRUST63.5K shares8.05%2026-03-312026-05-01

JPIE J P MORGAN EXCHANGE TRADED F126.1K shares5.57%2026-03-312026-05-01

UDEC INNOVATOR ETFS TRUST139.4K shares1151.95%2026-03-312026-05-01

FNDF SCHWAB STRATEGIC TR109.7K shares13.97%2026-03-312026-05-01

CRWD CROWDSTRIKE HLDGS INC12.7K shares28.27%2026-03-312026-05-01

GSAT GLOBALSTAR INC66.5K shares0.00%2026-03-312026-05-01

Sponsored

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE252.6K shares26.94%2026-03-312026-05-01

JBND J P MORGAN EXCHANGE TRADED F99.5K shares4.51%2026-03-312026-05-01

COST COSTCO WHOLESALE CORPORATION5.2K shares-2.02%2026-03-312026-05-01

BND VANGUARD BD INDEX FDS71.6K shares1.17%2026-03-312026-05-01

GGN GAMCO GLOBAL GOLD NAT RES &957.5K shares0.95%2026-03-312026-05-01

IMCV ISHARES TR56.0K shares2.34%2026-03-312026-05-01

ISHARES GOLD TR ISHARES GOLD TR57.7K shares-19.49%2026-03-312026-05-01

TLH ISHARES TR49.0K shares-2.79%2026-03-312026-05-01

Sponsored

VCIT VANGUARD SCOTTSDALE FDS59.0K shares5.01%2026-03-312026-05-01

OEF ISHARES TR13.7K shares-54.64%2026-03-312026-05-01

AVLV AMERICAN CENTY ETF TR54.9K shares-1.23%2026-03-312026-05-01

RECS COLUMBIA ETF TR I112.6K shares5.98%2026-03-312026-05-01

BINC BLACKROCK ETF TRUST II86.2K shares-2.48%2026-03-312026-05-01

GSG ISHARES S&P GSCI COMMODITY-129.5K shares-1.30%2026-03-312026-05-01

QBUF INNOVATOR ETFS TRUST145.9K shares4.31%2026-03-312026-05-01

SPGP INVESCO EXCHANGE TRADED FD T37.4K shares0.01%2026-03-312026-05-01

Sponsored

IWY ISHARES TR15.5K shares4.41%2026-03-312026-05-01

MGC VANGUARD WORLD FD16.3K shares13.24%2026-03-312026-05-01

MUB ISHARES TR39.8K shares3.95%2026-03-312026-05-01

REGN REGENERON PHARMACEUTICALS6.0K shares-30.17%2026-03-312026-05-01

TSM TAIWAN SEMICONDUCTOR MANUFAC10.5K shares-1.74%2026-03-312026-05-01

VIGI VANGUARD WHITEHALL FDS44.7K shares4.49%2026-03-312026-05-01

ORCL ORACLE CORP25.4K shares1168.83%2026-03-312026-05-01

CGGO CAPITAL GROUP GBL GROWTH EQT107.8K shares6.09%2026-03-312026-05-01

Sponsored

IYW ISHARES TR18.2K shares1.73%2026-03-312026-05-01

SYF SYNCHRONY FINANCIAL51.4K shares-6.24%2026-03-312026-05-01

SCHD SCHWAB STRATEGIC TR119.2K shares-2.31%2026-03-312026-05-01

TIPX SPDR SERIES TRUST196.9K shares-1.78%2026-03-312026-05-01

ASML ASML HLDG NV2.6K shares2.27%2026-03-312026-05-01

IAGG ISHARES TR73.9K shares5.20%2026-03-312026-05-01

VO VANGUARD INDEX FDS46.1K shares354.35%2026-03-312026-05-01

CGSD CAPITAL GRP FIXED INCM ETF T132.9K shares-0.92%2026-03-312026-05-01

Sponsored

SPYV SPDR SERIES TRUST57.2K shares5.11%2026-03-312026-05-01

CGGE CAPITAL GROUP GLOBAL EQUITY102.4K shares2.68%2026-03-312026-05-01

VOT VANGUARD INDEX FDS11.9K shares4.90%2026-03-312026-05-01

QINT AMERICAN CENTY ETF TR47.9K shares-21.15%2026-03-312026-05-01

WMT WALMART INC24.9K shares-30.42%2026-03-312026-05-01

VTV VANGUARD INDEX FDS15.9K shares1.02%2026-03-312026-05-01

GEV GE VERNOVA INC3.0K shares35.11%2026-03-312026-05-01

CGBL CAPITAL GROUP CORE BALANCED87.8K shares2.61%2026-03-312026-05-01

Sponsored

CGIE CAPITAL GROUP INTERNATIONAL89.1K shares23.23%2026-03-312026-05-01

IDV ISHARES TR69.5K shares-11.18%2026-03-312026-05-01

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.4K shares14.87%2026-03-312026-05-01

IEF ISHARES TR31.9K shares-29.33%2026-03-312026-05-01

VGT VANGUARD WORLD FD29.0K shares731.50%2026-03-312026-05-01

XMMO INVESCO EXCHANGE TRADED FD T18.2K shares2.91%2026-03-312026-05-01

BALI BLACKROCK ETF TRUST87.9K shares39.75%2026-03-312026-05-01

SMH VANECK ETF TRUST5.7K shares34.47%2026-03-312026-05-01

Sponsored

VBK VANGUARD INDEX FDS8.6K shares5.38%2026-03-312026-05-01

LAM RESEARCH CORP LAM RESEARCH CORP10.9K shares24.29%2026-03-312026-05-01

SHYG ISHARES TR65.9K shares10.20%2026-03-312026-05-01

IBKR INTERACTIVE BROKERS GROUP IN35.1K shares15.26%2026-03-312026-05-01

XMHQ INVESCO EXCHANGE TRADED FD T25.9K shares0.21%2026-03-312026-05-01

ARISTA NETWORKS INC ARISTA NETWORKS INC15.8K shares13.64%2026-03-312026-05-01

JNJ JOHNSON & JOHNSON11.7K shares26.60%2026-03-312026-05-01

GS GOLDMAN SACHS GROUP INC2.9K shares679.25%2026-03-312026-05-01

Sponsored

XOM EXXON MOBIL CORP16.9K shares32.65%2026-03-312026-05-01

LLY ELI LILLY & CO2.7K shares44.73%2026-03-312026-05-01

AMD ADVANCED MICRO DEVICES INC7.2K shares1.64%2026-03-312026-05-01

V VISA INC7.7K shares19.88%2026-03-312026-05-01

LQD ISHARES TR23.3K shares19.18%2026-03-312026-05-01

CAT CATERPILLAR INC2.8K shares-1.65%2026-03-312026-05-01

FLHY FRANKLIN TEMPLETON ETF TR101.9K shares3.31%2026-03-312026-05-01

FELC FIDELITY COVINGTON TRUST62.1K sharesnew addition2026-03-312026-05-01

Sponsored

AMAT APPLIED MATLS INC6.3K shares6.78%2026-03-312026-05-01

IDEF BLACKROCK ETF TRUST73.9K sharesnew addition2026-03-312026-05-01

SPYM SPDR SERIES TRUST29.0K shares-27.83%2026-03-312026-05-01

FLTR VANECK ETF TRUST94.8K shares-22.54%2026-03-312026-05-01

PPA INVESCO EXCHANGE TRADED FD T14.4K shares0.70%2026-03-312026-05-01

COIN COINBASE GLOBAL INC12.7K shares15.23%2026-03-312026-05-01

SOXX ISHARES TR5.1K shares7.73%2026-03-312026-05-01

CGDG CAPITAL GROUP DIVIDEND GROWE62.7K shares0.41%2026-03-312026-05-01

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T85.7K shares22.75%2026-03-312026-05-01

MSTR STRATEGY INC14.1K shares26.89%2026-03-312026-05-01

IDU ISHARES TR19.8K shares134.53%2026-03-312026-05-01

VUG VANGUARD INDEX FDS27.1K shares502.76%2026-03-312026-05-01

VHT VANGUARD WORLD FD8.2K shares5.71%2026-03-312026-05-01

CRM SALESFORCE INC12.6K shares26.07%2026-03-312026-05-01

IMCG ISHARES TR25.3K shares1.01%2026-03-312026-05-01

MEGI NYLI CBRE GBL INFR MEGTRNDS142.8K shares42.11%2026-03-312026-05-01

Sponsored

EMXC ISHARES INC24.1K shares-6.40%2026-03-312026-05-01

MEAR ISHARES U S ETF TR41.4K shares-3.57%2026-03-312026-05-01

USIG ISHARES TR40.2K shares30.27%2026-03-312026-05-01

VTI VANGUARD INDEX FDS5.8K shares14.20%2026-03-312026-05-01

AMGN AMGEN INC5.9K shares4.42%2026-03-312026-05-01

NFLX NETFLIX INC.21.8K shares25.63%2026-03-312026-05-01

CSCO CISCO SYS INC22.2K shares49.31%2026-03-312026-05-01

XLE SELECT SECTOR SPDR TR33.8K shares130.32%2026-03-312026-05-01

Sponsored

ITA ISHARES TR9.1K shares-38.97%2026-03-312026-05-01

REMX VANECK ETF TRUST18.4K shares511.03%2026-03-312026-05-01

BNDX VANGUARD CHARLOTTE FDS40.3K shares4.69%2026-03-312026-05-01

HYDB ISHARES TR40.4K shares10.46%2026-03-312026-05-01

CELH CELSIUS HLDGS INC56.5K sharesnew addition2026-03-312026-05-01

VB VANGUARD INDEX FDS6.7K shares7.81%2026-03-312026-05-01

EVSD MORGAN STANLEY ETF TRUST37.1K sharesnew addition2026-03-312026-05-01

TLTW ISHARES TR83.9K shares9.34%2026-03-312026-05-01

Sponsored

MU MICRON TECHNOLOGY INC3.6K shares59.09%2026-03-312026-05-01

GLDM WORLD GOLD TR20.1K shares-33.69%2026-03-312026-05-01

BE BLOOM ENERGY CORP6.4K shares-4.33%2026-03-312026-05-01

USHY ISHARES TR48.8K shares11.54%2026-03-312026-05-01

BUFR FIRST TR EXCHNG TRADED FD VI50.2K shares1.63%2026-03-312026-05-01

FLOT ISHARES TR34.9K shares8.78%2026-03-312026-05-01

SCHV SCHWAB STRATEGIC TR54.3K shares12.40%2026-03-312026-05-01

ISRG INTUITIVE SURGICAL INC3.8K shares31.05%2026-03-312026-05-01

Sponsored

IGLB ISHARES TR34.8K shares12.05%2026-03-312026-05-01

CVX CHEVRON CORPORATION8.7K shares19.87%2026-03-312026-05-01

ICVT ISHARES TR14.9K shares-6.93%2026-03-312026-05-01

DIA STATE STR SPDR DOW JONES IND3.3K shares5.45%2026-03-312026-05-01

IBM INTERNATIONAL BUSINESS MACHS7.1K shares368.92%2026-03-312026-05-01

BAP CREDICORP LTD4.9K shares14.58%2026-03-312026-05-01

CIBR FIRST TR EXCHANGE-TRADED FD23.1K shares-16.21%2026-03-312026-05-01

CLOA BLACKROCK ETF TRUST II29.9K sharesnew addition2026-03-312026-05-01

Sponsored

MGK VANGUARD WORLD FD18.3K shares418.34%2026-03-312026-05-01

TFLR T ROWE PRICE ETF INC29.8K shares-0.19%2026-03-312026-05-01

SRLN SSGA ACTIVE ETF TR37.2K shares-1.71%2026-03-312026-05-01

FLBL FRANKLIN TEMPLETON ETF TR64.7K shares-2.99%2026-03-312026-05-01

INTC INTEL CORP15.8K shares104.93%2026-03-312026-05-01

ABBV ABBVIE INC7.1K shares2.56%2026-03-312026-05-01

DSI ISHARES TR11.0K shares10.66%2026-03-312026-05-01

AVEM AMERICAN CENTY ETF TR16.4K shares15.61%2026-03-312026-05-01

Sponsored

HD HOME DEPOT INC4.5K shares3.30%2026-03-312026-05-01

PSEP INNOVATOR ETFS TRUST32.9K shares0.00%2026-03-312026-05-01

AUB ATLANTIC UN BANKSHARES CORP39.2K shares25.00%2026-03-312026-05-01

FVD FIRST TR EXCHANGE-TRADED FD30.6K shares-2.33%2026-03-312026-05-01

DCOM DIME CMNTY BANCSHARES INC40.2K shares17.61%2026-03-312026-05-01

AVUV AMERICAN CENTY ETF TR12.0K shares20.89%2026-03-312026-05-01

JSML JANUS DETROIT STR TR17.6K shares-0.57%2026-03-312026-05-01

GE AEROSPACE GE AEROSPACE4.9K shares-6.20%2026-03-312026-05-01

Sponsored

SPHY SPDR SERIES TRUST60.6K shares-5.40%2026-03-312026-05-01

SCHW SCHWAB CHARLES CORP15.5K shares6.54%2026-03-312026-05-01

FDVV FIDELITY COVINGTON TRUST23.9K shares-31.21%2026-03-312026-05-01

DGRW WISDOMTREE TR14.9K shares3.63%2026-03-312026-05-01

SDY SPDR SERIES TRUST9.2K shares2.17%2026-03-312026-05-01

MA MASTERCARD INCORPORATED2.7K shares0.53%2026-03-312026-05-01

AFMC FIRST TR EXCHNG TRADED FD VI34.7K shares-33.15%2026-03-312026-05-01

PM PHILIP MORRIS INTL INC8.1K shares9.76%2026-03-312026-05-01

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD7.0K shares1.31%2026-03-312026-05-01

FTEC FIDELITY COVINGTON TRUST5.4K shares-4.87%2026-03-312026-05-01

BANR BANNER CORP19.6K shares12.89%2026-03-312026-05-01

IFRA ISHARES TR20.5K shares23.21%2026-03-312026-05-01

CGMS CAPITAL GRP FIXED INCM ETF T46.8K shares-0.46%2026-03-312026-05-01

VNQ VANGUARD INDEX FDS13.2K shares-2.24%2026-03-312026-05-01

COF CAPITAL ONE FINL CORP6.6K shares-20.69%2026-03-312026-05-01

KO COCA COLA CO15.9K shares-15.97%2026-03-312026-05-01

Sponsored

BLOK AMPLIFY ETF TR21.1K shares-14.24%2026-03-312026-05-01

IYK ISHARES TR17.2K shares-1.82%2026-03-312026-05-01

DIVB ISHARES TR21.3K shares-2.14%2026-03-312026-05-01

MPC MARATHON PETE CORP5.0K shares125.91%2026-03-312026-05-01

LOB LIVE OAK BANCSHARES INC32.5K shares8.65%2026-03-312026-05-01

VONG VANGUARD SCOTTSDALE FDS9.9K shares57.14%2026-03-312026-05-01

MINT PIMCO ETF TR12.1K sharesnew addition2026-03-312026-05-01

XSD SPDR SERIES TRUST2.5K shares5.06%2026-03-312026-05-01

Sponsored

PG PROCTER & GAMBLE CO8.2K shares4.92%2026-03-312026-05-01

ESGU ISHARES TR7.7K shares-4.07%2026-03-312026-05-01

SPHQ INVESCO EXCHANGE TRADED FD T14.6K shares11.08%2026-03-312026-05-01

SCHX SCHWAB STRATEGIC TR41.3K shares13.06%2026-03-312026-05-01

FTCS FIRST TR EXCHANGE-TRADED FD12.4K shares-16.52%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.6K shares19.33%2026-03-312026-05-01

DGRO ISHARES TR15.5K shares2.28%2026-03-312026-05-01

VWO VANGUARD INTL EQUITY INDEX F19.4K shares13.13%2026-03-312026-05-01

Sponsored

FQAL FIDELITY COVINGTON TRUST14.5K sharesnew addition2026-03-312026-05-01

XLI SELECT SECTOR SPDR TR6.5K shares-4.92%2026-03-312026-05-01

VLO VALERO ENERGY CORP4.5K shares115.35%2026-03-312026-05-01

YELP YELP INC40.7K shares9.00%2026-03-312026-05-01

XSMO INVESCO EXCHANGE TRADED FD T13.0K shares4.36%2026-03-312026-05-01

VIOG VANGUARD ADMIRAL FDS INC8.0K shares3.69%2026-03-312026-05-01

COP CONOCOPHILLIPS8.8K shares-26.97%2026-03-312026-05-01

TJX TJX COS INC NEW6.9K shares-13.14%2026-03-312026-05-01

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FLRT PACER FDS TR23.1K shares0.72%2026-03-312026-05-01

FLRG FIDELITY COVINGTON TRUST26.8K shares3.50%2026-03-312026-05-01

NEE NEXTERA ENERGY INC10.8K shares9.99%2026-03-312026-05-01

FELG FIDELITY COVINGTON TRUST25.2K shares-37.06%2026-03-312026-05-01

DSL DOUBLELINE INCOME SOLUTIONS94.6K shares2.22%2026-03-312026-05-01

PULS PGIM ETF TR21.2K shares0.00%2026-03-312026-05-01

ADBE ADOBE INC4.3K shares27.63%2026-03-312026-05-01

ABT ABBOTT LABORATORIES11.4K shares-9.84%2026-03-312026-05-01

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FPEI FIRST TR EXCH TRADED FD III53.8K shares45.29%2026-03-312026-05-01

BLACKROCK INC BLACKROCK INC965 shares-0.92%2026-03-312026-05-01

GILD GILEAD SCIENCES INC7.8K shares16.57%2026-03-312026-05-01

T AT&T INC39.2K shares5.43%2026-03-312026-05-01

JGRO J P MORGAN EXCHANGE TRADED F10.6K shares12.65%2026-03-312026-05-01

BFRZ INNOVATOR ETFS TRUST37.5K shares1.40%2026-03-312026-05-01

COWZ PACER FDS TR15.5K shares-2.16%2026-03-312026-05-01

ZALT INNOVATOR ETFS TRUST29.2K sharesnew addition2026-03-312026-05-01

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VZ VERIZON COMMUNICATIONS INC20.2K shares4.38%2026-03-312026-05-01

RTX RTX CORPORATION5.5K shares6.02%2026-03-312026-05-01

NOW SERVICENOW INC10.9K shares19.87%2026-03-312026-05-01

VYM VANGUARD WHITEHALL FDS6.1K shares-3.69%2026-03-312026-05-01

IWD ISHARES TR4.2K shares3.27%2026-03-312026-05-01

MCD MCDONALDS CORP3.3K shares8.25%2026-03-312026-05-01

VGSH VANGUARD SCOTTSDALE FDS16.0K shares-4.21%2026-03-312026-05-01

IYH ISHARES TR15.2K shares3.29%2026-03-312026-05-01

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BEN FRANKLIN RESOURCES INC30.8K shares-12.49%2026-03-312026-05-01

LMUB ISHARES TR18.0K sharesnew addition2026-03-312026-05-01

JEPI J P MORGAN EXCHANGE TRADED F15.8K shares-4.00%2026-03-312026-05-01

USMV ISHARES TR9.5K shares5.10%2026-03-312026-05-01

ROK ROCKWELL AUTOMATION INC2.2K shares-16.74%2026-03-312026-05-01

XLF SELECT SECTOR SPDR TR17.2K shares-5.08%2026-03-312026-05-01

XMVM INVESCO EXCHANGE TRADED FD T12.7K sharesnew addition2026-03-312026-05-01

FBTC FIDELITY WISE ORIGIN BITCOIN13.2K sharesnew addition2026-03-312026-05-01

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AIQ GLOBAL X FDS15.7K shares0.33%2026-03-312026-05-01

ONEQ FIDELITY COMWLTH TR8.9K shares-1.05%2026-03-312026-05-01

SHLD GLOBAL X FDS12.7K shares134.90%2026-03-312026-05-01

CB CHUBB LTD SWITZ2.6K shares24.29%2026-03-312026-05-01

XLP SELECT SECTOR SPDR TR10.1K shares-6.58%2026-03-312026-05-01

XLK SELECT SECTOR SPDR TR5.2K shares-1.64%2026-03-312026-05-01

VV VANGUARD INDEX FDS2.5K shares-1.35%2026-03-312026-05-01

MFDX PIMCO EQUITY SER19.7K shares-10.97%2026-03-312026-05-01

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SYSB ISHARES TR9.1K shares8.76%2026-03-312026-05-01

SGOV ISHARES TR7.9K shares-26.61%2026-03-312026-05-01

PDI PIMCO DYNAMIC INCOME FD45.3K shares1.33%2026-03-312026-05-01

SCHG SCHWAB STRATEGIC TR23.9K shares21.74%2026-03-312026-05-01

IWM ISHARES TR2.8K shares10.04%2026-03-312026-05-01

PDT HANCOCK JOHN PREM DIVID FD59.2K shares-1.85%2026-03-312026-05-01

FSK FS KKR CAP CORP69.1K shares0.60%2026-03-312026-05-01

CGMM CAPITAL GROUP EQUITY ETF TR24.4K shares2.19%2026-03-312026-05-01

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UNH UNITEDHEALTH GROUP INC2.1K shares0.98%2026-03-312026-05-01

BCI ABRDN ETFS30.0K shares16.27%2026-03-312026-05-01

SCHF SCHWAB STRATEGIC TR28.3K shares52.40%2026-03-312026-05-01

DFIV DIMENSIONAL ETF TRUST13.6K shares12.86%2026-03-312026-05-01

FMDE FIDELITY COVINGTON TRUST19.4K sharesnew addition2026-03-312026-05-01

PAVE GLOBAL X FDS13.0K shares-29.76%2026-03-312026-05-01

XLU SELECT SECTOR SPDR TR15.8K shares33.24%2026-03-312026-05-01

MOAT VANECK ETF TRUST7.3K shares-2.24%2026-03-312026-05-01

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NLR VANECK ETF TRUST5.0K shares246.62%2026-03-312026-05-01

EEM ISHARES TR11.3K shares4.87%2026-03-312026-05-01

BA BOEING CO3.1K shares-7.79%2026-03-312026-05-01

LOW LOWES COS INC3.0K shares-31.18%2026-03-312026-05-01

SPMO INVESCO EXCH TRADED FD TR II5.3K shares-4.74%2026-03-312026-05-01

APH AMPHENOL CORP4.7K shares140.51%2026-03-312026-05-01

IYJ ISHARES TR4.4K shares0.00%2026-03-312026-05-01

LINDE PLC LINDE PLC1.4K shares-14.87%2026-03-312026-05-01

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PWR QUANTA SVCS INC945 shares4.54%2026-03-312026-05-01

MPWR MONOLITHIC PWR SYS INC423 shares-1.86%2026-03-312026-05-01

SDVY FIRST TR EXCHANGE TRADED FD16.0K shares-2.36%2026-03-312026-05-01

HON HONEYWELL INTL INC3.2K shares9.76%2026-03-312026-05-01

FTHI FIRST TR EXCHANGE TRADED FD28.6K shares2.12%2026-03-312026-05-01

OUNZ VANECK MERK GOLD ETF15.2K sharesnew addition2026-03-312026-05-01

SHEL SHELL PLC7.4K shares47.46%2026-03-312026-05-01

PTY PIMCO CORPORATE & INCOME OPP54.7K shares-0.16%2026-03-312026-05-01

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DGRS WISDOMTREE TR11.7K shares2.42%2026-03-312026-05-01

NET CLOUDFLARE INC3.2K shares7.79%2026-03-312026-05-01

BUFF INNOVATOR ETFS TRUST12.8K shares-2.72%2026-03-312026-05-01

GSSC GOLDMAN SACHS ETF TR7.9K shares11.20%2026-03-312026-05-01

PFE PFIZER INC24.3K shares25.77%2026-03-312026-05-01

IGEB ISHARES TR14.2K shares-65.99%2026-03-312026-05-01

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T12.3K shares-1.55%2026-03-312026-05-01

ZOCT INNOVATOR ETFS TRUST23.2K shares-43.76%2026-03-312026-05-01

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ZDEK INNOVATOR ETFS TRUST24.2K shares0.00%2026-03-312026-05-01

NVS NOVARTIS AG4.3K shares26.68%2026-03-312026-05-01

AIT APPLIED INDL TECHNOLOGIES IN2.1K shares0.00%2026-03-312026-05-01

SNDA SONIDA SENIOR LIVING INC16.5K sharesnew addition2026-03-312026-05-01

CASY CASEYS GEN STORES INC758 shares-1.04%2026-03-312026-05-01

VRT VERTIV HOLDINGS CO1.9K shares-93.49%2026-03-312026-05-01

EMLP FIRST TR EXCHANGE-TRADED FD13.7K shares1.05%2026-03-312026-05-01

BP BP PLC12.8K shares8.25%2026-03-312026-05-01

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DXYZ DESTINY TECH100 INC18.3K sharesnew addition2026-03-312026-05-01

PLUG PLUG PWR INC190.5K shares13.38%2026-03-312026-05-01

VRTX VERTEX PHARMACEUTICALS INC1.4K shares67.11%2026-03-312026-05-01

BRLN BLACKROCK ETF TRUST II11.7K sharesnew addition2026-03-312026-05-01

BK BANK NEW YORK MELLON CORP4.4K shares-42.86%2026-03-312026-05-01

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.3K shares-20.95%2026-03-312026-05-01

RCL ROYAL CARIBBEAN GROUP2.2K shares13.57%2026-03-312026-05-01

GALT GALECTIN THERAPEUTICS INC257.8K shares14.15%2026-03-312026-05-01

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ITOT ISHARES TR3.7K shares-3.68%2026-03-312026-05-01

FUTY FIDELITY COVINGTON TRUST9.7K shares23.98%2026-03-312026-05-01

BAC BANK AMERICA CORP10.9K shares9.67%2026-03-312026-05-01

JQC NUVEEN CR STRATEGIES INCOME119.1K shares15.90%2026-03-312026-05-01

IHI ISHARES TR11.3K shares-4.79%2026-03-312026-05-01

INTU INTUIT1.5K shares12.58%2026-03-312026-05-01

QTUM ETF SER SOLUTIONS4.3K shares11.25%2026-03-312026-05-01

FCOM FIDELITY COVINGTON TRUST7.7K shares0.00%2026-03-312026-05-01

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PANW PALO ALTO NETWORKS INC3.2K shares-28.29%2026-03-312026-05-01

SHOP SHOPIFY INC4.6K shares52.50%2026-03-312026-05-01

COPP SPROTT FDS TR15.0K sharesnew addition2026-03-312026-05-01

RODM LATTICE STRATEGIES TR13.6K shares-15.01%2026-03-312026-05-01

PEP PEPSICO INC3.5K shares-2.04%2026-03-312026-05-01

PUTNAM ETF TRUST PUTNAM ETF TRUST75.1K shares0.85%2026-03-312026-05-01

SCHZ SCHWAB STRATEGIC TR23.8K shares-2.42%2026-03-312026-05-01

GDXY TIDAL TRUST II42.9K shares2.27%2026-03-312026-05-01

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IVOV VANGUARD ADMIRAL FDS INC5.0K shares-0.46%2026-03-312026-05-01

CSB VICTORY PORTFOLIOS II8.4K shares-1.51%2026-03-312026-05-01

XLV SELECT SECTOR SPDR TR3.7K shares-1.49%2026-03-312026-05-01

GNR SPDR INDEX SHS FDS7.2K sharesnew addition2026-03-312026-05-01

ARKK ARK ETF TR7.1K shares-1.82%2026-03-312026-05-01

XLY SELECT SECTOR SPDR TR4.5K shares0.00%2026-03-312026-05-01

ASTRAZENECA PLC ASTRAZENECA PLC2.8K sharesnew addition2026-03-312026-05-01

TGT TARGET CORP4.1K shares-4.98%2026-03-312026-05-01

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CGNG CAPITAL GROUP NEW GEOGRAPHY15.2K shares2.22%2026-03-312026-05-01

BMY BRISTOL-MYERS SQUIBB CO8.7K shares53.67%2026-03-312026-05-01

IJH ISHARES TR7.3K shares11.25%2026-03-312026-05-01

GOF GUGGENHEIM STRATEGIC OPPORTU46.1K shares-17.16%2026-03-312026-05-01

PSMO PACER FDS TR16.4K shares0.00%2026-03-312026-05-01

BITWISE XRP ETF BITWISE XRP ETF34.0K sharesnew addition2026-03-312026-05-01

PLD PROLOGIS INC.3.6K shares24.68%2026-03-312026-05-01

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO9.5K shares-35.60%2026-03-312026-05-01

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HCA HCA HEALTHCARE INC1.2K shares-1.00%2026-03-312026-05-01

IJR ISHARES TR3.8K shares6.74%2026-03-312026-05-01

UNP UNION PAC CORP1.9K sharesnew addition2026-03-312026-05-01

PJUL INNOVATOR ETFS TRUST10.6K shares0.00%2026-03-312026-05-01

JIRE J P MORGAN EXCHANGE TRADED F6.3K shares9.26%2026-03-312026-05-01

QYLD GLOBAL X FDS28.1K shares-4.40%2026-03-312026-05-01

LVHI LEGG MASON ETF INVT12.3K sharesnew addition2026-03-312026-05-01

KLAC KLA CORP288 shares1.05%2026-03-312026-05-01

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DIS DISNEY WALT CO4.8K shares14.01%2026-03-312026-05-01

IXUS ISHARES TR5.3K shares-3.89%2026-03-312026-05-01

NVO NOVO-NORDISK A S11.5K shares15.33%2026-03-312026-05-01

TOTALENERGIES SE TOTALENERGIES SE5.2K shares7.06%2026-03-312026-05-01

XAR SPDR SERIES TRUST1.9K sharesnew addition2026-03-312026-05-01

FMB FIRST TR EXCH TRADED FD III9.3K shares9.11%2026-03-312026-05-01

IEFA ISHARES TR4.9K shares11.08%2026-03-312026-05-01

VXUS VANGUARD STAR FDS5.6K shares0.86%2026-03-312026-05-01

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IXJ ISHARES TR5.0K sharesnew addition2026-03-312026-05-01

HTRB HARTFORD FDS EXCHANGE TRADED13.7K shares-23.42%2026-03-312026-05-01

FNDB SCHWAB STRATEGIC TR15.6K shares-0.59%2026-03-312026-05-01

CFR CULLEN FROST BANKERS INC3.2K shares-43.43%2026-03-312026-05-01

USB US BANCORP8.1K shares21.33%2026-03-312026-05-01

FALN ISHARES TR16.8K shares-73.94%2026-03-312026-05-01

SPYG SPDR SERIES TRUST4.0K shares-8.99%2026-03-312026-05-01

SPYX SPDR SERIES TRUST7.7K shares0.00%2026-03-312026-05-01

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EFA ISHARES TR4.3K shares0.51%2026-03-312026-05-01

AMP AMERIPRISE FINL INC924 shares-7.32%2026-03-312026-05-01

LCTU BLACKROCK ETF TRUST5.6K shares-7.62%2026-03-312026-05-01

FTSM FIRST TR EXCHANGE-TRADED FD7.2K shares-9.23%2026-03-312026-05-01

CGXU CAPITAL GROUP INTL FOCUS EQT13.3K shares-39.64%2026-03-312026-05-01

SAN BANCO SANTANDER SA35.2K shares8.03%2026-03-312026-05-01

CPNG COUPANG INC21.4K shares-1.39%2026-03-312026-05-01

RDVY FIRST TR EXCHANGE TRADED FD5.7K shares-2.21%2026-03-312026-05-01

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ITW ILLINOIS TOOL WKS INC1.6K shares10.53%2026-03-312026-05-01

BUFQ FIRST TR EXCHNG TRADED FD VI10.9K shares0.06%2026-03-312026-05-01

SECT NORTHERN LTS FD TR IV6.2K shares3.67%2026-03-312026-05-01

XTEN BONDBLOXX ETF TRUST9.1K shares-9.23%2026-03-312026-05-01

PACER FDS TR PACER FDS TR12.8K sharesnew addition2026-03-312026-05-01

PCM PCM FD INC70.9K shares-1.23%2026-03-312026-05-01

DLR DIGITAL RLTY TR INC2.0K shares-46.81%2026-03-312026-05-01

PSMJ PACER FDS TR12.1K shares0.00%2026-03-312026-05-01

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STIP ISHARES TR3.8K shares-46.89%2026-03-312026-05-01

SFLR INNOVATOR ETFS TRUST10.7K shares-5.37%2026-03-312026-05-01

SPHD INVESCO EXCH TRADED FD TR II7.8K shares-1.22%2026-03-312026-05-01

MERCK & CO INC MERCK & CO INC3.6K shares-11.23%2026-03-312026-05-01

VGIT VANGUARD SCOTTSDALE FDS6.6K shares-0.64%2026-03-312026-05-01

ED CONSOLIDATED EDISON INC3.5K shares-5.07%2026-03-312026-05-01

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares9.98%2026-03-312026-05-01

IQLT ISHARES TR7.9K shares-19.36%2026-03-312026-05-01

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JPEM J P MORGAN EXCHANGE TRADED F5.9K shares-42.62%2026-03-312026-05-01

VONV VANGUARD SCOTTSDALE FDS3.8K sharesnew addition2026-03-312026-05-01

SPEM SPDR INDEX SHS FDS7.4K shares-16.96%2026-03-312026-05-01

XTN SPDR SERIES TRUST3.6K shares0.00%2026-03-312026-05-01

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SPGI S&P GLOBAL INC872 shares9.96%2026-03-312026-05-01

CME CME GROUP INC1.3K shares16.46%2026-03-312026-05-01

FICS FIRST TR EXCHANGE TRADED FD9.2K shares0.03%2026-03-312026-05-01

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IUSV ISHARES TR3.4K shares19.67%2026-03-312026-05-01

FLRN SPDR SERIES TRUST12.0K shares-37.30%2026-03-312026-05-01

IWS ISHARES TR2.3K shares-0.26%2026-03-312026-05-01

HIMU BLACKROCK ETF TRUST II7.4K shares-30.80%2026-03-312026-05-01

IGPT INVESCO EXCHANGE TRADED FD T4.6K shares-1.45%2026-03-312026-05-01

RDVI FIRST TR EXCHANGE-TRADED FD13.0K shares75.04%2026-03-312026-05-01

BSV VANGUARD BD INDEX FDS4.6K shares15.63%2026-03-312026-05-01

CE CELANESE CORP DEL5.3K shares-2.48%2026-03-312026-05-01

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WELL WELLTOWER INC1.6K shares16.52%2026-03-312026-05-01

IXC ISHARES TR6.2K shares-6.68%2026-03-312026-05-01

SO SOUTHERN CO3.6K shares-16.62%2026-03-312026-05-01

SCHE SCHWAB STRATEGIC TR9.8K shares16.84%2026-03-312026-05-01

BTI BRITISH AMERN TOB PLC5.9K shares-38.84%2026-03-312026-05-01

PFLT PENNANTPARK FLOATING RATE CA37.8K shares3.67%2026-03-312026-05-01

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING26.4K shares-31.21%2026-03-312026-05-01

DE DEERE & CO562 shares-3.10%2026-03-312026-05-01

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FAST FASTENAL CO7.4K shares10.90%2026-03-312026-05-01

SRE SEMPRA3.5K shares-0.37%2026-03-312026-05-01

SYLD CAMBRIA ETF TR4.1K sharesnew addition2026-03-312026-05-01

CEG CONSTELLATION ENERGY CORP1.0K shares12.99%2026-03-312026-05-01

ITB ISHARES TR3.4K shares-10.75%2026-03-312026-05-01

PCN PIMCO CORPORATE & INCM STRG26.7K shares-0.55%2026-03-312026-05-01

IXN ISHARES TR2.7K shares0.49%2026-03-312026-05-01

HSBC HSBC HLDGS PLC3.5K shares10.06%2026-03-312026-05-01

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VXF VANGUARD INDEX FDS1.4K sharesnew addition2026-03-312026-05-01

XOP SPDR SERIES TRUST1.8K sharesnew addition2026-03-312026-05-01

SCHC SCHWAB STRATEGIC TR6.3K sharesnew addition2026-03-312026-05-01

MEDTRONIC PLC MEDTRONIC PLC3.9K shares-43.67%2026-03-312026-05-01

VOE VANGUARD INDEX FDS1.6K shares-0.56%2026-03-312026-05-01

COWG PACER FDS TR8.6K shares-3.56%2026-03-312026-05-01

PFM INVESCO EXCHANGE TRADED FD T5.7K shares4.04%2026-03-312026-05-01

F FORD MTR CO25.4K shares-0.17%2026-03-312026-05-01

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STRK STRATEGY INC3.9K shares52.15%2026-03-312026-05-01

ENB ENBRIDGE INC5.5K shares14.21%2026-03-312026-05-01

SLYV SPDR SERIES TRUST3.0K shares-12.22%2026-03-312026-05-01

EA ELECTRONIC ARTS INC1.5K shares-36.00%2026-03-312026-05-01

PSI INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2026-03-312026-05-01

INTF ISHARES TR7.4K shares4.10%2026-03-312026-05-01

AXP AMERICAN EXPRESS CO935 shares-0.11%2026-03-312026-05-01

DTCR GLOBAL X FDS10.5K sharesnew addition2026-03-312026-05-01

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SQM SOCIEDAD QUIMICA Y MINERA DE3.3K shares0.00%2026-03-312026-05-01

VBR VANGUARD INDEX FDS1.3K shares-5.27%2026-03-312026-05-01

PYLD PIMCO ETF TR11.2K shares-17.94%2026-03-312026-05-01

FENI FIDELITY COVINGTON TRUST7.6K shares4.19%2026-03-312026-05-01

LMT LOCKHEED MARTIN CORP565 shares-31.68%2026-03-312026-05-01

PFXF VANECK ETF TRUST15.8K shares1.94%2026-03-312026-05-01

ADI ANALOG DEVICES INC718 shares-60.53%2026-03-312026-05-01

SNA SNAP ON INC752 shares6.67%2026-03-312026-05-01

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ATO ATMOS ENERGY CORP1.5K shares-4.42%2026-03-312026-05-01

ARKW ARK ETF TR2.1K shares-36.27%2026-03-312026-05-01

VIOO VANGUARD ADMIRAL FDS INC2.3K shares1.80%2026-03-312026-05-01

CORO BLACKROCK ETF TRUST8.2K sharesnew addition2026-03-312026-05-01

SPBO SPDR SERIES TRUST9.9K shares-0.67%2026-03-312026-05-01

SBUX STARBUCKS CORP2.7K shares7.75%2026-03-312026-05-01

IGIB ISHARES TR5.3K sharesnew addition2026-03-312026-05-01

ROST ROSS STORES INC1.2K shares-5.17%2026-03-312026-05-01

Sponsored

URTH ISHARES INC1.4K shares23.28%2026-03-312026-05-01

MCK MCKESSON CORP342 shares8.57%2026-03-312026-05-01

SANM SANMINA CORP1.3K sharesnew addition2026-03-312026-05-01

CNQ CANADIAN NAT RES LTD MED TER5.8K shares-7.74%2026-03-312026-05-01

XLRE SELECT SECTOR SPDR TR6.2K shares-17.81%2026-03-312026-05-01

JETS ETF SER SOLUTIONS10.8K shares1.41%2026-03-312026-05-01

LITE LUMENTUM HLDGS INC304 sharesnew addition2026-03-312026-05-01

NOC NORTHROP GRUMMAN CORP473 shares17.08%2026-03-312026-05-01

Sponsored

EOG EOG RES INC1.9K sharesnew addition2026-03-312026-05-01

OKE ONEOK INC NEW3.0K shares6.49%2026-03-312026-05-01

HEDJ WISDOMTREE TR4.9K shares20.44%2026-03-312026-05-01

CHTR CHARTER COMMUNICATIONS INC1.6K shares50.19%2026-03-312026-05-01

CAMT CAMTEK LTD1.4K shares-5.83%2026-03-312026-05-01

XOCT FIRST TR EXCHNG TRADED FD VI6.8K shares0.00%2026-03-312026-05-01

SPSM SPDR SERIES TRUST4.9K shares-15.96%2026-03-312026-05-01

SPAB SPDR SERIES TRUST10.2K shares-34.60%2026-03-312026-05-01

Sponsored

FEMB FIRST TR EXCH TRADED FD III8.9K sharesnew addition2026-03-312026-05-01

TDG TRANSDIGM GROUP INC222 sharesnew addition2026-03-312026-05-01

VTEB VANGUARD MUN BD FDS5.1K shares14.37%2026-03-312026-05-01

ES EVERSOURCE ENERGY3.6K shares-2.45%2026-03-312026-05-01

SPDW SPDR INDEX SHS FDS5.1K shares0.00%2026-03-312026-05-01

IBB ISHARES TR1.5K shares18.91%2026-03-312026-05-01

HDEF DBX ETF TR7.6K shares-18.90%2026-03-312026-05-01

NUE NUCOR CORP1.1K shares-7.33%2026-03-312026-05-01

Sponsored

APXM FIRST TR EXCHNG TRADED FD VI8.0K sharesnew addition2026-03-312026-05-01

USFR WISDOMTREE TR5.0K shares-27.21%2026-03-312026-05-01

BDYN BLACKROCK ETF TRUST9.4K sharesnew addition2026-03-312026-05-01

PSMD PACER FDS TR7.3K shares0.00%2026-03-312026-05-01

IVV

ISHARES TR

18.72%

Shares52.4K

Event2026-03-31

Filed2026-05-01

AAPL

APPLE INC

11.12%

Shares114.9K

Event2026-03-31

Filed2026-05-01

MSFT

MICROSOFT CORP

23.13%

Shares59.1K

Event2026-03-31

Filed2026-05-01

NVDA

NVIDIA CORPORATION

10.95%

Shares119.8K

Event2026-03-31

Filed2026-05-01

USEP

INNOVATOR ETFS TRUST

4.56%

Shares559.7K

Event2026-03-31

Filed2026-05-01

SPY

STATE STR SPDR S&P 500 ETF T

6.00%

Shares30.5K

Event2026-03-31

Filed2026-05-01

IVE

ISHARES TR

0.50%

Shares94.1K

Event2026-03-31

Filed2026-05-01

DYNF

BLACKROCK ETF TRUST

-5.47%

Shares299.8K

Event2026-03-31

Filed2026-05-01

IVW

ISHARES TR

7.76%

Shares132.3K

Event2026-03-31

Filed2026-05-01

AMZN

AMAZON COM INC

10.20%

Shares63.6K

Event2026-03-31

Filed2026-05-01

CGDV

CAPITAL GROUP DIVIDEND VALUE

-0.73%

Shares339.2K

Event2026-03-31

Filed2026-05-01

QUAL

ISHARES TR

4.37%

Shares74.1K

Event2026-03-31

Filed2026-05-01

IUSB

ISHARES TR

18.96%

Shares328.9K

Event2026-03-31

Filed2026-05-01

BROADCOM INC

10.04%

Shares33.7K

Event2026-03-31

Filed2026-05-01

CGCP

CAPITAL GRP FIXED INCM ETF T

5.62%

Shares628.9K

Event2026-03-31

Filed2026-05-01

VNLA

JANUS DETROIT STR TR

1.06%

Shares271.0K

Event2026-03-31

Filed2026-05-01

ALPHABET INC

24.71%

Shares34.4K

Event2026-03-31

Filed2026-05-01