Sponsored

The Analysis of Stablepoint Partners, LLC's Holdings & P&L

Currently, Stablepoint Partners, LLC holds 260 types of securities in its portfolio with a total value $672.6M. In the most recent quarter, they have increased their positions in ULST (+215.7K shares, valued at $8.7M), TOTL (+211.6K shares, valued at $8.4M), BSJT (+319.2K shares, valued at $6.7M); decreased their positions in N/A (-29.6K shares, valued at $11.6M), VNLA (-181.1K shares, valued at $8.8M), LYB (-60.0K shares, valued at $4.8M); initiated new positions in ULST (+215.7K shares, valued at $8.7M), TOTL (+211.6K shares, valued at $8.4M), BSJT (+319.2K shares, valued at $6.7M).

1M P&L

+16.9M+2.85%

3M P&L

-3.0M-0.49%

HY P&L

+31.5M+5.45%

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/A137.5M

23.8%

2Drug Manufacturers - General38.0M

6.6%

3Utilities - Regulated Electric31.2M

5.4%

Top Industries by Stock Count

1N/A70 stocks

30.0%

2Drug Manufacturers - General9 stocks

3.9%

3Oil & Gas Midstream8 stocks

3.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC73.4K shares-1.81%2026-03-312026-04-30

FTSM FIRST TR EXCHANGE-TRADED FD219.6K shares0.62%2026-03-312026-04-30

NEE NEXTERA ENERGY INC130.6K shares-1.27%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO39.1K shares1.41%2026-03-312026-04-30

BROADCOM INC BROADCOM INC35.4K shares-2.76%2026-03-312026-04-30

AMGN AMGEN INC31.0K shares-1.06%2026-03-312026-04-30

SRLN SSGA ACTIVE ETF TR266.8K shares-7.06%2026-03-312026-04-30

ISHARES GOLD TR ISHARES GOLD TR117.8K shares-17.72%2026-03-312026-04-30

Sponsored

PFF ISHARES TR339.8K shares26.47%2026-03-312026-04-30

TIP ISHARES TR88.2K shares21.70%2026-03-312026-04-30

CVX CHEVRON CORPORATION44.7K shares0.96%2026-03-312026-04-30

KO COCA COLA CO121.5K shares4.14%2026-03-312026-04-30

AMZN AMAZON COM INC43.5K shares0.71%2026-03-312026-04-30

PSX PHILLIPS 6648.6K shares0.47%2026-03-312026-04-30

ULST SSGA ACTIVE ETF TR215.7K sharesnew addition2026-03-312026-04-30

MSFT MICROSOFT CORP23.0K shares3.82%2026-03-312026-04-30

Sponsored

TOTL SSGA ACTIVE ETF TR211.6K sharesnew addition2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP13.8K shares-8.10%2026-03-312026-04-30

VWOB VANGUARD WHITEHALL FDS127.3K shares116.87%2026-03-312026-04-30

T AT&T INC277.2K shares19.60%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC66.7K shares-6.67%2026-03-312026-04-30

WMT WALMART INC63.4K shares-6.42%2026-03-312026-04-30

ALPHABET INC ALPHABET INC26.9K shares-7.05%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC154.1K shares18.04%2026-03-312026-04-30

Sponsored

PEP PEPSICO INC48.2K shares4.49%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON29.8K shares-15.59%2026-03-312026-04-30

KMI KINDER MORGAN INC DEL215.2K shares5.58%2026-03-312026-04-30

PG PROCTER & GAMBLE CO49.6K shares11.59%2026-03-312026-04-30

MCD MCDONALDS CORP22.7K shares5.98%2026-03-312026-04-30

FE FIRSTENERGY CORP133.6K shares0.46%2026-03-312026-04-30

BSJT INVESCO EXCH TRD SLF IDX FD319.2K sharesnew addition2026-03-312026-04-30

CSCO CISCO SYS INC84.9K shares0.92%2026-03-312026-04-30

Sponsored

WBS WEBSTER FINL CORP93.4K shares0.94%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC73.1K shares3.25%2026-03-312026-04-30

CVS CVS HEALTH CORP88.2K shares-4.11%2026-03-312026-04-30

EIX EDISON INTL83.8K shares0.43%2026-03-312026-04-30

COF CAPITAL ONE FINL CORP33.0K shares2.36%2026-03-312026-04-30

GSK PLC GSK PLC108.8K shares-8.14%2026-03-312026-04-30

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW44.8K shares9.13%2026-03-312026-04-30

D DOMINION ENERGY INC94.5K shares9.24%2026-03-312026-04-30

Sponsored

CROWN CASTLE INC CROWN CASTLE INC71.4K shares32.73%2026-03-312026-04-30

TD TORONTO DOMINION BK ONT61.4K shares-9.87%2026-03-312026-04-30

PFE PFIZER INC198.2K shares19.48%2026-03-312026-04-30

UNILEVER PLC UNILEVER PLC97.2K shares4.91%2026-03-312026-04-30

META META PLATFORMS INC9.6K shares-4.10%2026-03-312026-04-30

QCOM QUALCOMM INC42.5K shares12.15%2026-03-312026-04-30

NVDA NVIDIA CORPORATION29.0K shares0.02%2026-03-312026-04-30

FITB FIFTH THIRD BANCORP108.4K shares-1.94%2026-03-312026-04-30

Sponsored

IEF ISHARES TR52.0K shares-0.08%2026-03-312026-04-30

MET METLIFE INC67.5K shares12.46%2026-03-312026-04-30

ABBV ABBVIE INC21.9K shares-2.83%2026-03-312026-04-30

KTB KONTOOR BRANDS INC67.6K sharesnew addition2026-03-312026-04-30

TMUS T-MOBILE US INC22.3K shares18.39%2026-03-312026-04-30

KMB KIMBERLY-CLARK CORP44.7K shares56.87%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS20.0K shares-2.88%2026-03-312026-04-30

TJX TJX COS INC NEW26.1K shares-3.14%2026-03-312026-04-30

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD88.0K shares-31.93%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC41.0K sharesnew addition2026-03-312026-04-30

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL10.3K shares-74.20%2026-03-312026-04-30

PSA PUBLIC STORAGE OPER CO14.6K sharesnew addition2026-03-312026-04-30

BLACKSTONE INC BLACKSTONE INC31.7K shares-13.33%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC10.3K shares-15.33%2026-03-312026-04-30

FV FIRST TR EXCHANGE TRADED FD56.2K shares5.36%2026-03-312026-04-30

NFLX NETFLIX INC.34.6K shares19.47%2026-03-312026-04-30

Sponsored

DE DEERE & CO5.8K shares0.88%2026-03-312026-04-30

GILD GILEAD SCIENCES INC23.2K shares-7.00%2026-03-312026-04-30

UBER UBER TECHNOLOGIES INC45.0K shares4.50%2026-03-312026-04-30

TSLA TESLA INC8.6K shares-4.63%2026-03-312026-04-30

RTX RTX CORPORATION16.1K shares-5.70%2026-03-312026-04-30

OSK OSHKOSH CORP20.7K shares-1.76%2026-03-312026-04-30

MDLZ MONDELEZ INTL INC52.8K shares8.38%2026-03-312026-04-30

ALPHABET INC ALPHABET INC10.6K shares-6.31%2026-03-312026-04-30

Sponsored

LLY ELI LILLY & CO3.3K shares-0.81%2026-03-312026-04-30

SDY SPDR SERIES TRUST20.7K shares-37.33%2026-03-312026-04-30

SBUX STARBUCKS CORP32.8K shares7.17%2026-03-312026-04-30

DGX QUEST DIAGNOSTICS INC14.6K shares-0.94%2026-03-312026-04-30

INVESCO QQQ TR INVESCO QQQ TR4.9K shares10.37%2026-03-312026-04-30

VNLA JANUS DETROIT STR TR57.6K shares-75.87%2026-03-312026-04-30

VLO VALERO ENERGY CORP11.2K shares-0.66%2026-03-312026-04-30

SPSM SPDR SERIES TRUST57.3K shares7.73%2026-03-312026-04-30

Sponsored

PH PARKER-HANNIFIN CORP3.1K shares-9.18%2026-03-312026-04-30

IVW ISHARES TR23.2K shares6.79%2026-03-312026-04-30

LOW LOWES COS INC11.0K shares-10.48%2026-03-312026-04-30

PLD PROLOGIS INC.19.2K shares-0.03%2026-03-312026-04-30

VO VANGUARD INDEX FDS8.7K shares12.44%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC5.2K shares-0.31%2026-03-312026-04-30

WMB WILLIAMS COS INC32.1K shares-0.33%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC5.6K shares-0.02%2026-03-312026-04-30

Sponsored

XOM EXXON MOBIL CORP13.5K shares-29.36%2026-03-312026-04-30

SPDW SPDR INDEX SHS FDS49.7K shares8.64%2026-03-312026-04-30

V VISA INC7.4K shares8.13%2026-03-312026-04-30

ABT ABBOTT LABORATORIES21.6K shares2.45%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC10.7K sharesnew addition2026-03-312026-04-30

AMAT APPLIED MATLS INC6.2K shares-24.88%2026-03-312026-04-30

RJF RAYMOND JAMES FINL INC14.0K shares2.70%2026-03-312026-04-30

ORCL ORACLE CORP13.2K shares22.37%2026-03-312026-04-30

Sponsored

MCK MCKESSON CORP2.2K shares-0.89%2026-03-312026-04-30

SRE SEMPRA19.8K shares-3.69%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC9.4K shares-15.63%2026-03-312026-04-30

CB CHUBB LTD SWITZ5.8K shares5.15%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO6.2K shares-0.10%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC3.8K shares-10.55%2026-03-312026-04-30

CRWD CROWDSTRIKE HLDGS INC4.8K shares9.08%2026-03-312026-04-30

EQT CORP EQT CORP29.2K shares47.12%2026-03-312026-04-30

Sponsored

STLD STEEL DYNAMICS INC10.0K shares-14.94%2026-03-312026-04-30

TKO TKO GROUP HOLDINGS INC9.0K shares-0.24%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC5.4K shares-54.06%2026-03-312026-04-30

TPL TEXAS PACIFIC LAND CORPORATI3.8K sharesnew addition2026-03-312026-04-30

INDB INDEPENDENT BK CORP MASS23.2K shares-5.15%2026-03-312026-04-30

APD AIR PRODUCTS AND CHEMICALS I6.0K shares13.83%2026-03-312026-04-30

KGS KODIAK GAS SVCS INC29.6K shares222.77%2026-03-312026-04-30

SLB SLB LIMITED33.5K shares-13.96%2026-03-312026-04-30

Sponsored

COIN COINBASE GLOBAL INC9.8K shares58.21%2026-03-312026-04-30

SLV ISHARES SILVER TR25.2K shares4.65%2026-03-312026-04-30

GEV GE VERNOVA INC1.9K sharesnew addition2026-03-312026-04-30

AIG AMERICAN INTL GROUP INC22.1K shares11.10%2026-03-312026-04-30

FEZ SPDR INDEX SHS FDS26.8K shares7.82%2026-03-312026-04-30

WEC ENERGY GROUP INC WEC ENERGY GROUP INC14.3K shares5.32%2026-03-312026-04-30

ET ENERGY TRANSFER L P85.4K shares0.00%2026-03-312026-04-30

BABA ALIBABA GROUP HLDG LTD13.1K shares-7.36%2026-03-312026-04-30

Sponsored

USB US BANCORP31.4K shares-6.38%2026-03-312026-04-30

SNY SANOFI SA33.4K shares14.26%2026-03-312026-04-30

HD HOME DEPOT INC4.9K shares433.59%2026-03-312026-04-30

CGNG CAPITAL GROUP NEW GEOGRAPHY50.6K shares12.73%2026-03-312026-04-30

SHW SHERWIN WILLIAMS CO4.9K shares3.20%2026-03-312026-04-30

DKS DICKS SPORTING GOODS INC7.9K sharesnew addition2026-03-312026-04-30

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC20.2K sharesnew addition2026-03-312026-04-30

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC13.3K shares-1.12%2026-03-312026-04-30

Sponsored

PANW PALO ALTO NETWORKS INC9.1K shares11.06%2026-03-312026-04-30

TXRH TEXAS ROADHOUSE INC8.8K shares3.92%2026-03-312026-04-30

PLTR PALANTIR TECHNOLOGIES INC9.9K shares1.58%2026-03-312026-04-30

CMCSA COMCAST CORP NEW49.5K shares33.05%2026-03-312026-04-30

BLACKROCK INC BLACKROCK INC1.4K shares10.48%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC5.0K shares6.89%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION1.3K shares1.46%2026-03-312026-04-30

SAP SAP SE7.7K shares28.80%2026-03-312026-04-30

Sponsored

MLM MARTIN MARIETTA MATLS INC2.2K shares1.52%2026-03-312026-04-30

NOW SERVICENOW INC12.4K shares59.42%2026-03-312026-04-30

STZ CONSTELLATION BRANDS INC8.5K shares17.01%2026-03-312026-04-30

IBM INTERNATIONAL BUSINESS MACHS5.2K shares-0.93%2026-03-312026-04-30

RBRK RUBRIK INC.25.7K shares40.18%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.00%2026-03-312026-04-30

MA MASTERCARD INCORPORATED2.5K shares-1.97%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC7.5K shares2.85%2026-03-312026-04-30

Sponsored

VUG VANGUARD INDEX FDS2.8K shares-0.95%2026-03-312026-04-30

CRM SALESFORCE INC6.6K shares18.29%2026-03-312026-04-30

EPD ENTERPRISE PRODS PARTNERS L31.9K shares0.00%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC9.6K shares0.00%2026-03-312026-04-30

SCHW SCHWAB CHARLES CORP12.4K shares0.80%2026-03-312026-04-30

LVS LAS VEGAS SANDS CORP21.0K shares-8.67%2026-03-312026-04-30

FXL FIRST TR EXCHANGE-TRADED FD7.1K shares11.75%2026-03-312026-04-30

EHC ENCOMPASS HEALTH CORP11.7K sharesnew addition2026-03-312026-04-30

Sponsored

VWO VANGUARD INTL EQUITY INDEX F20.8K shares1.91%2026-03-312026-04-30

BSJQ INVESCO EXCH TRD SLF IDX FD48.2K shares-73.28%2026-03-312026-04-30

BBY BEST BUY INC17.4K shares37.40%2026-03-312026-04-30

GWRE GUIDEWIRE SOFTWARE INC7.3K shares49.54%2026-03-312026-04-30

NDAQ NASDAQ INC11.8K shares5.10%2026-03-312026-04-30

BOOT BOOT BARN HLDGS INC6.8K sharesnew addition2026-03-312026-04-30

FBT FIRST TR EXCHANGE-TRADED FD4.9K shares-1.02%2026-03-312026-04-30

CGDV CAPITAL GROUP DIVIDEND VALUE22.5K shares14.54%2026-03-312026-04-30

Sponsored

NVO NOVO-NORDISK A S25.3K shares22.87%2026-03-312026-04-30

FTGC FIRST TR EXCHANGE TRAD FD VI32.0K shares19.40%2026-03-312026-04-30

ACHR ARCHER AVIATION INC177.7K shares90.11%2026-03-312026-04-30

CWB SPDR SERIES TRUST9.4K shares2.04%2026-03-312026-04-30

VXF VANGUARD INDEX FDS3.8K shares-10.68%2026-03-312026-04-30

ADI ANALOG DEVICES INC2.5K shares0.00%2026-03-312026-04-30

VCIT VANGUARD SCOTTSDALE FDS9.4K shares25.80%2026-03-312026-04-30

VNQ VANGUARD INDEX FDS8.7K shares12.78%2026-03-312026-04-30

Sponsored

HOOD ROBINHOOD MKTS INC11.0K sharesnew addition2026-03-312026-04-30

FDX FEDEX CORP2.0K shares-10.12%2026-03-312026-04-30

NVS NOVARTIS AG4.5K shares0.87%2026-03-312026-04-30

CG CARLYLE GROUP INC14.2K shares-0.01%2026-03-312026-04-30

BSJR INVESCO EXCH TRD SLF IDX FD29.6K sharesnew addition2026-03-312026-04-30

GLD SPDR GOLD TR1.5K shares36.71%2026-03-312026-04-30

YUM YUM BRANDS INC4.2K shares0.17%2026-03-312026-04-30

XPO XPO INC3.1K shares-3.46%2026-03-312026-04-30

Sponsored

IR INGERSOLL RAND INC7.1K shares-1.06%2026-03-312026-04-30

IWD ISHARES TR2.7K shares7.40%2026-03-312026-04-30

WAB WABTEC2.2K shares0.00%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC656 shares4.29%2026-03-312026-04-30

WM WASTE MGMT INC DEL2.4K shares-3.96%2026-03-312026-04-30

MDY STATE STR SPDR S&P MIDCAP 40857 shares-6.24%2026-03-312026-04-30

MO ALTRIA GROUP INC7.8K shares-1.07%2026-03-312026-04-30

TXN TEXAS INSTRS INC2.6K shares9.09%2026-03-312026-04-30

Sponsored

TDG TRANSDIGM GROUP INC425 shares0.24%2026-03-312026-04-30

NBTB NBT BANCORP INC11.2K shares6.11%2026-03-312026-04-30

JEPI J P MORGAN EXCHANGE TRADED F8.4K shares17.47%2026-03-312026-04-30

IVV ISHARES TR724 shares22.92%2026-03-312026-04-30

MPLX MPLX LP8.3K shares0.00%2026-03-312026-04-30

PAA PLAINS ALL AMERN PIPELINE L21.1K shares0.00%2026-03-312026-04-30

EQIN COLUMBIA ETF TR I9.5K shares7.57%2026-03-312026-04-30

HSY HERSHEY CO2.3K shares0.00%2026-03-312026-04-30

Sponsored

BAC BANK AMERICA CORP9.3K shares11.50%2026-03-312026-04-30

SYK STRYKER CORPORATION1.4K shares0.14%2026-03-312026-04-30

TGT TARGET CORP3.7K shares-72.43%2026-03-312026-04-30

GM GENERAL MTRS CO5.9K shares0.00%2026-03-312026-04-30

VTI VANGUARD INDEX FDS1.4K shares-8.33%2026-03-312026-04-30

HYMB SPDR SERIES TRUST17.6K shares8.18%2026-03-312026-04-30

HON HONEYWELL INTL INC1.9K shares-6.61%2026-03-312026-04-30

DG DOLLAR GEN CORP3.6K shares-73.77%2026-03-312026-04-30

Sponsored

MUB ISHARES TR4.0K shares5.79%2026-03-312026-04-30

TFI SPDR SERIES TRUST9.3K shares7.55%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC3.7K shares-11.90%2026-03-312026-04-30

ARKK ARK ETF TR6.1K shares12.88%2026-03-312026-04-30

HESM HESS MIDSTREAM LP10.5K shares0.00%2026-03-312026-04-30

VTV VANGUARD INDEX FDS2.0K shares-1.76%2026-03-312026-04-30

NMT NUVEEN MASS QUALITY MUN INC32.0K shares0.00%2026-03-312026-04-30

MFIC MIDCAP FINANCIAL INVSTMNT CO34.5K sharesnew addition2026-03-312026-04-30

Sponsored

SPMD SPDR SERIES TRUST6.4K shares-0.96%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP3.1K shares-0.79%2026-03-312026-04-30

EFAV ISHARES TR4.0K shares-2.04%2026-03-312026-04-30

ROST ROSS STORES INC1.6K shares0.00%2026-03-312026-04-30

DIS DISNEY WALT CO3.4K shares-49.72%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE1.1K shares-3.48%2026-03-312026-04-30

PGR PROGRESSIVE CORP1.6K shares1.38%2026-03-312026-04-30

LYB LYONDELLBASELL INDUSTRIES NV3.9K shares-93.94%2026-03-312026-04-30

Sponsored

BKNG BOOKING HOLDINGS INC74 shares-20.43%2026-03-312026-04-30

DHR DANAHER CORP DEL1.6K shares5.63%2026-03-312026-04-30

ASML ASML HLDG NV234 shares1.30%2026-03-312026-04-30

IEI ISHARES TR2.6K sharesnew addition2026-03-312026-04-30

LINDE PLC LINDE PLC618 sharesnew addition2026-03-312026-04-30

ES EVERSOURCE ENERGY4.3K shares0.00%2026-03-312026-04-30

NOBL PROSHARES TR2.8K shares-2.72%2026-03-312026-04-30

KFY KORN FERRY4.5K shares0.00%2026-03-312026-04-30

Sponsored

IWM ISHARES TR1.1K shares-0.61%2026-03-312026-04-30

SPGI S&P GLOBAL INC656 shares0.00%2026-03-312026-04-30

CMG CHIPOTLE MEXICAN GRILL INC8.6K shares-19.37%2026-03-312026-04-30

STIP ISHARES TR2.6K sharesnew addition2026-03-312026-04-30

TFLO ISHARES TR5.3K sharesnew addition2026-03-312026-04-30

BSTZ BLACKROCK SCIENCE & TECHNOLO12.1K shares-0.73%2026-03-312026-04-30

AGZ ISHARES TR2.4K sharesnew addition2026-03-312026-04-30

MBB ISHARES TR2.8K sharesnew addition2026-03-312026-04-30

Sponsored

DWX SPDR INDEX SHS FDS5.8K shares-1.75%2026-03-312026-04-30

STT STATE STR CORP2.1K shares-4.56%2026-03-312026-04-30

TLH ISHARES TR2.6K sharesnew addition2026-03-312026-04-30

NOC NORTHROP GRUMMAN CORP384 shares-1.29%2026-03-312026-04-30

CIBR FIRST TR EXCHANGE-TRADED FD4.1K shares-3.29%2026-03-312026-04-30

EATON CORP PLC EATON CORP PLC709 sharesnew addition2026-03-312026-04-30

EWJ ISHARES INC3.0K shares-0.96%2026-03-312026-04-30

SCHO SCHWAB STRATEGIC TR10.1K sharesnew addition2026-03-312026-04-30

Sponsored

KBA KRANESHARES TRUST8.0K shares-1.15%2026-03-312026-04-30

GRID FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-04-30

EMR EMERSON ELEC CO1.8K shares-14.11%2026-03-312026-04-30

IJR ISHARES TR1.8K shares-4.30%2026-03-312026-04-30

OKE ONEOK INC NEW2.5K sharesnew addition2026-03-312026-04-30

RYLD GLOBAL X FDS15.1K shares0.00%2026-03-312026-04-30

IJH ISHARES TR3.3K shares5.33%2026-03-312026-04-30

MUNI PIMCO ETF TR4.3K shares9.56%2026-03-312026-04-30

Sponsored

IWY ISHARES TR900 shares-18.18%2026-03-312026-04-30

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-30

BDX BECTON DICKINSON & CO1.4K shares0.00%2026-03-312026-04-30

ARCC ARES CAPITAL CORP11.4K shares0.00%2026-03-312026-04-30

IEP ICAHN ENTERPRISES LP27.0K shares0.00%2026-03-312026-04-30

CSX CSX CORP5.0K sharesnew addition2026-03-312026-04-30

BMEZ BLACKROCK HEALTH SCIENCES TE12.0K shares-4.17%2026-03-312026-04-30

PUTNAM ETF TRUST PUTNAM ETF TRUST19.2K sharesnew addition2026-03-312026-04-30

Sponsored

WULF TERAWULF INC11.5K shares15.00%2026-03-312026-04-30

FTHY FIRST TR HIGH YIELD OPPRT 2011.2K shares-3.19%2026-03-312026-04-30

F FORD MTR CO12.9K shares4.04%2026-03-312026-04-30

JBLU JETBLUE AIRWAYS CORP15.0K shares36.36%2026-03-312026-04-30

AAPL

APPLE INC

-1.81%

Shares73.4K

Event2026-03-31

Filed2026-04-30

FTSM

FIRST TR EXCHANGE-TRADED FD

0.62%

Shares219.6K

Event2026-03-31

Filed2026-04-30

NEE

NEXTERA ENERGY INC

-1.27%

Shares130.6K

Event2026-03-31

Filed2026-04-30

JPM

JPMORGAN CHASE & CO

1.41%

Shares39.1K

Event2026-03-31

Filed2026-04-30

BROADCOM INC

-2.76%

Shares35.4K

Event2026-03-31

Filed2026-04-30

AMGN

AMGEN INC

-1.06%

Shares31.0K

Event2026-03-31

Filed2026-04-30

SRLN

SSGA ACTIVE ETF TR

-7.06%

Shares266.8K

Event2026-03-31

Filed2026-04-30

ISHARES GOLD TR

-17.72%

Shares117.8K

Event2026-03-31

Filed2026-04-30

PFF

ISHARES TR

26.47%

Shares339.8K

Event2026-03-31

Filed2026-04-30

TIP

ISHARES TR

21.70%

Shares88.2K

Event2026-03-31

Filed2026-04-30

CVX

CHEVRON CORPORATION

0.96%

Shares44.7K

Event2026-03-31

Filed2026-04-30

COCA COLA CO

4.14%

Shares121.5K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

0.71%

Shares43.5K

Event2026-03-31

Filed2026-04-30

PSX

PHILLIPS 66

0.47%

Shares48.6K

Event2026-03-31

Filed2026-04-30

ULST

SSGA ACTIVE ETF TR

New

Shares215.7K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

3.82%

Shares23.0K

Event2026-03-31

Filed2026-04-30

TOTL

SSGA ACTIVE ETF TR

New

Shares211.6K

Event2026-03-31

Filed2026-04-30

LMT

LOCKHEED MARTIN CORP

-8.10%

Shares13.8K

Event2026-03-31

Filed2026-04-30

VWOB

VANGUARD WHITEHALL FDS

116.87%

Shares127.3K

Event2026-03-31

Filed2026-04-30

AT&T INC

19.60%

Shares277.2K

Event2026-03-31

Filed2026-04-30

MERCK & CO INC

-6.67%

Shares66.7K

Event2026-03-31

Filed2026-04-30

WMT

WALMART INC

-6.42%

Shares63.4K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-7.05%

Shares26.9K

Event2026-03-31

Filed2026-04-30

VERIZON COMMUNICATIONS INC

18.04%

Shares154.1K

Event2026-03-31

Filed2026-04-30

PEP

PEPSICO INC

4.49%

Shares48.2K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-15.59%

Shares29.8K

Event2026-03-31

Filed2026-04-30

KMI

KINDER MORGAN INC DEL

5.58%

Shares215.2K

Event2026-03-31

Filed2026-04-30

PROCTER & GAMBLE CO

11.59%

Shares49.6K

Event2026-03-31

Filed2026-04-30

MCD

MCDONALDS CORP

5.98%

Shares22.7K

Event2026-03-31

Filed2026-04-30

FIRSTENERGY CORP

0.46%

Shares133.6K

Event2026-03-31

Filed2026-04-30

BSJT

INVESCO EXCH TRD SLF IDX FD

New

Shares319.2K

Event2026-03-31

Filed2026-04-30

CSCO

CISCO SYS INC

0.92%

Shares84.9K

Event2026-03-31

Filed2026-04-30

WBS

WEBSTER FINL CORP

0.94%

Shares93.4K

Event2026-03-31

Filed2026-04-30

MEDTRONIC PLC

3.25%

Shares73.1K

Event2026-03-31

Filed2026-04-30

CVS

CVS HEALTH CORP

-4.11%

Shares88.2K

Event2026-03-31

Filed2026-04-30

EIX

EDISON INTL

0.43%

Shares83.8K

Event2026-03-31

Filed2026-04-30

COF

CAPITAL ONE FINL CORP

2.36%

Shares33.0K

Event2026-03-31

Filed2026-04-30

GSK PLC

-8.14%

Shares108.8K

Event2026-03-31

Filed2026-04-30

DUKE ENERGY CORP NEW

9.13%

Shares44.8K

Event2026-03-31

Filed2026-04-30

DOMINION ENERGY INC

9.24%

Shares94.5K

Event2026-03-31

Filed2026-04-30

CROWN CASTLE INC

32.73%

Shares71.4K

Event2026-03-31

Filed2026-04-30

TORONTO DOMINION BK ONT

-9.87%

Shares61.4K

Event2026-03-31

Filed2026-04-30

PFE

PFIZER INC

19.48%

Shares198.2K

Event2026-03-31

Filed2026-04-30

UNILEVER PLC

4.91%

Shares97.2K

Event2026-03-31

Filed2026-04-30