Sponsored

The Analysis of Stirlingshire Investments, Inc.'s Holdings & P&L

Currently, Stirlingshire Investments, Inc. holds 196 types of securities in its portfolio with a total value $114.0M. In the most recent quarter, they have increased their positions in CWB (+21.2K shares, valued at $1.9M), MGV (+7.6K shares, valued at $1.1M), VBR (+4.9K shares, valued at $1.1M); decreased their positions in BIL (-38.9K shares, valued at $3.6M), FLOT (-31.1K shares, valued at $1.6M), JEPI (-16.6K shares, valued at $943.5K); initiated new positions in DBMF (+21.1K shares, valued at $635.9K), CRUS (+3.0K shares, valued at $436.7K), N/A (+3.1K shares, valued at $376.5K).

1M P&L

-694.6K-0.64%

3M P&L

-4.9M-4.37%

HY P&L

-733.5K-0.68%

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/A81.1M

75.9%

2Semiconductors2.0M

1.9%

3Consumer Electronics1.8M

1.6%

Top Industries by Stock Count

1N/A104 stocks

58.8%

2Drug Manufacturers - General5 stocks

2.8%

3Asset Management3 stocks

1.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCSH VANGUARD SCOTTSDALE FDS54.2K shares12.45%2026-03-312026-05-04

JAAA JANUS DETROIT STR TR84.5K shares19.81%2026-03-312026-05-04

MGV VANGUARD WORLD FD23.3K shares47.98%2026-03-312026-05-04

VBR VANGUARD INDEX FDS12.9K shares61.44%2026-03-312026-05-04

VTI VANGUARD INDEX FDS8.6K shares-0.37%2026-03-312026-05-04

VUSB VANGUARD BD INDEX FDS53.3K shares30.32%2026-03-312026-05-04

VGIT VANGUARD SCOTTSDALE FDS41.5K shares4.48%2026-03-312026-05-04

CWB SPDR SERIES TRUST25.2K shares538.74%2026-03-312026-05-04

Sponsored

DFAC DIMENSIONAL ETF TRUST55.8K shares7.23%2026-03-312026-05-04

BIL SPDR SERIES TRUST22.7K shares-63.15%2026-03-312026-05-04

AAPL APPLE INC6.9K shares5.52%2026-03-312026-05-04

ZECP ZACKS TRUST49.3K shares2.35%2026-03-312026-05-04

JEPI J P MORGAN EXCHANGE TRADED F28.3K shares-37.05%2026-03-312026-05-04

QQQY TIDAL TRUST II74.1K shares-3.67%2026-03-312026-05-04

SPYM SPDR SERIES TRUST19.3K shares-1.76%2026-03-312026-05-04

AGG ISHARES TR14.0K shares1.36%2026-03-312026-05-04

Sponsored

IVV ISHARES TR2.1K shares35.65%2026-03-312026-05-04

NVDA NVIDIA CORPORATION7.3K shares2.86%2026-03-312026-05-04

NVDY TIDAL TRUST II94.2K shares-1.85%2026-03-312026-05-04

GLD SPDR GOLD TR2.8K shares6.67%2026-03-312026-05-04

WDTE TIDAL TRUST II41.8K shares-5.22%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS18.5K shares0.18%2026-03-312026-05-04

SGOV ISHARES TR10.6K shares-27.21%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T1.6K shares55.95%2026-03-312026-05-04

Sponsored

MINT PIMCO ETF TR10.3K shares2.51%2026-03-312026-05-04

IXUS ISHARES TR11.8K shares-0.73%2026-03-312026-05-04

IUSB ISHARES TR20.4K shares-1.74%2026-03-312026-05-04

DFIC DIMENSIONAL ETF TRUST26.4K shares16.57%2026-03-312026-05-04

VTEB VANGUARD MUN BD FDS18.3K shares-2.26%2026-03-312026-05-04

MUB ISHARES TR8.4K shares2.28%2026-03-312026-05-04

PLTY TIDAL TRUST II22.3K shares4.05%2026-03-312026-05-04

ALPHABET INC ALPHABET INC3.0K shares0.85%2026-03-312026-05-04

Sponsored

EFV ISHARES TR10.8K shares10.76%2026-03-312026-05-04

KBE SPDR SERIES TRUST13.1K shares-2.93%2026-03-312026-05-04

AMZY TIDAL TRUST II69.4K shares-2.26%2026-03-312026-05-04

MO ALTRIA GROUP INC11.4K shares-10.09%2026-03-312026-05-04

QUIZ ZACKS TRUST26.6K shares1.77%2026-03-312026-05-04

DFSD DIMENSIONAL ETF TRUST14.9K shares21.74%2026-03-312026-05-04

SMIZ ZACKS TRUST18.5K shares-0.22%2026-03-312026-05-04

DCOR DIMENSIONAL ETF TRUST9.4K shares14.79%2026-03-312026-05-04

Sponsored

MSFT MICROSOFT CORP1.8K shares2.25%2026-03-312026-05-04

AMZN AMAZON COM INC3.1K shares-5.20%2026-03-312026-05-04

DBMF LITMAN GREGORY FDS TR21.1K sharesnew addition2026-03-312026-05-04

HYG ISHARES TR7.9K shares-52.30%2026-03-312026-05-04

TIDAL TRUST II TIDAL TRUST II20.7K shares2.46%2026-03-312026-05-04

VOE VANGUARD INDEX FDS3.3K shares182.66%2026-03-312026-05-04

SPTM SPDR SERIES TRUST7.7K shares0.00%2026-03-312026-05-04

DYNF BLACKROCK ETF TRUST10.5K shares-15.43%2026-03-312026-05-04

Sponsored

SHLD GLOBAL X FDS8.4K shares72.68%2026-03-312026-05-04

JNJ JOHNSON & JOHNSON2.4K shares-0.78%2026-03-312026-05-04

NFLY TIDAL TRUST II53.5K shares0.79%2026-03-312026-05-04

BALT INNOVATOR ETFS TRUST17.4K shares-3.17%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR3.8K shares1.50%2026-03-312026-05-04

IVW ISHARES TR4.9K shares-1.05%2026-03-312026-05-04

TIDAL TRUST II TIDAL TRUST II18.7K shares12.81%2026-03-312026-05-04

JEPQ J P MORGAN EXCHANGE TRADED F9.8K shares-46.01%2026-03-312026-05-04

Sponsored

DFUS DIMENSIONAL ETF TRUST7.3K shares49.76%2026-03-312026-05-04

MNST MONSTER BEVERAGE CORP NEW7.1K shares-1.66%2026-03-312026-05-04

IEMG ISHARES INC7.3K shares-9.49%2026-03-312026-05-04

CPAI NORTHERN LTS FD TR III11.7K shares-13.04%2026-03-312026-05-04

MOAT VANECK ETF TRUST5.0K shares3.77%2026-03-312026-05-04

ATMU ATMUS FILTRATION TECHNOLOGIE8.4K shares56.61%2026-03-312026-05-04

IVE ISHARES TR2.2K shares-11.42%2026-03-312026-05-04

ALPHABET INC ALPHABET INC1.6K shares67.66%2026-03-312026-05-04

Sponsored

EXPD EXPEDITORS INTL WASH INC3.2K shares82.94%2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F8.4K shares-0.34%2026-03-312026-05-04

EALT INNOVATOR ETFS TRUST13.5K shares-0.13%2026-03-312026-05-04

FHI FEDERATED HERMES INC7.9K shares56.36%2026-03-312026-05-04

PRU PRUDENTIAL FINL INC4.5K shares0.24%2026-03-312026-05-04

MLI MUELLER INDS INC4.0K shares5.02%2026-03-312026-05-04

VANGUARD INDEX FDS VANGUARD INDEX FDS736 shares36.04%2026-03-312026-05-04

NXT NEXTPOWER INC3.6K shares20.07%2026-03-312026-05-04

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD4.0K shares35.27%2026-03-312026-05-04

CRUS CIRRUS LOGIC INC3.0K sharesnew addition2026-03-312026-05-04

IJR ISHARES TR3.5K shares5.42%2026-03-312026-05-04

SPSM SPDR SERIES TRUST8.9K shares56.67%2026-03-312026-05-04

ULTA ULTA BEAUTY INC797 shares-0.75%2026-03-312026-05-04

APRW AIM ETF PRODUCTS TRUST11.7K shares6.30%2026-03-312026-05-04

JANW AIM ETF PRODUCTS TRUST11.2K shares7.12%2026-03-312026-05-04

JULW AIM ETF PRODUCTS TRUST10.5K shares6.51%2026-03-312026-05-04

Sponsored

OCTW AIM ETF PRODUCTS TRUST10.6K shares7.05%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE1.4K shares2.27%2026-03-312026-05-04

FDVV FIDELITY COVINGTON TRUST7.1K shares-1.72%2026-03-312026-05-04

VZ VERIZON COMMUNICATIONS INC7.8K shares0.13%2026-03-312026-05-04

NOBL PROSHARES TR3.7K shares-2.88%2026-03-312026-05-04

NXTG FIRST TR EXCHANGE-TRADED FD3.5K shares0.00%2026-03-312026-05-04

VMBS VANGUARD SCOTTSDALE FDS8.1K shares8.26%2026-03-312026-05-04

HWM HOWMET AEROSPACE INC1.7K shares-8.34%2026-03-312026-05-04

Sponsored

META META PLATFORMS INC667 shares-5.52%2026-03-312026-05-04

ARKX ARK ETF TR12.9K shares62.57%2026-03-312026-05-04

RDVI FIRST TR EXCHANGE-TRADED FD14.8K shares59.75%2026-03-312026-05-04

MERCK & CO INC MERCK & CO INC3.1K sharesnew addition2026-03-312026-05-04

OUNZ VANECK MERK GOLD ETF8.3K shares-7.68%2026-03-312026-05-04

TIDAL TRUST II TIDAL TRUST II14.4K shares65.02%2026-03-312026-05-04

MCD MCDONALDS CORP1.2K shares0.08%2026-03-312026-05-04

FN FABRINET687 shares8.70%2026-03-312026-05-04

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL906 shares-26.10%2026-03-312026-05-04

UI UBIQUITI INC446 shares-6.30%2026-03-312026-05-04

TIDAL TRUST II TIDAL TRUST II13.2K shares-0.41%2026-03-312026-05-04

KLAC KLA CORP233 shares-15.58%2026-03-312026-05-04

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC14.8K shares1.88%2026-03-312026-05-04

SVOL SIMPLIFY EXCHANGE TRADED FUN22.2K shares-35.38%2026-03-312026-05-04

AMAT APPLIED MATLS INC981 shares5.83%2026-03-312026-05-04

SPIB SPDR SERIES TRUST9.9K shares3.37%2026-03-312026-05-04

Sponsored

GEV GE VERNOVA INC378 shares-13.30%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS5.6K shares3.74%2026-03-312026-05-04

JMUB J P MORGAN EXCHANGE TRADED F6.2K shares0.00%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION310 shares0.65%2026-03-312026-05-04

UTHR UNITED THERAPEUTICS CORP DEL520 shares7.44%2026-03-312026-05-04

TSM TAIWAN SEMICONDUCTOR MANUFAC907 shares-13.29%2026-03-312026-05-04

CAH CARDINAL HEALTH INC1.4K shares-0.35%2026-03-312026-05-04

FLOT ISHARES TR5.9K shares-84.11%2026-03-312026-05-04

Sponsored

APH AMPHENOL CORP2.4K sharesnew addition2026-03-312026-05-04

QUAL ISHARES TR1.6K shares-0.89%2026-03-312026-05-04

IAGG ISHARES TR5.9K shares21.84%2026-03-312026-05-04

AB ALLIANCEBERNSTEIN HLDG L P7.9K sharesnew addition2026-03-312026-05-04

IMO IMPERIAL OIL LTD2.2K sharesnew addition2026-03-312026-05-04

CINF CINCINNATI FINL CORP1.9K shares4.45%2026-03-312026-05-04

GOVT ISHARES TR12.8K sharesnew addition2026-03-312026-05-04

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-26.21%2026-03-312026-05-04

Sponsored

MCK MCKESSON CORP335 shares5.68%2026-03-312026-05-04

TJX TJX COS INC NEW1.8K shares21.03%2026-03-312026-05-04

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.2K sharesnew addition2026-03-312026-05-04

LMUB ISHARES TR5.7K sharesnew addition2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR8.7K shares6.52%2026-03-312026-05-04

QQQE DIREXION SHARES ETF TRUST2.9K sharesnew addition2026-03-312026-05-04

IESC IES HOLDINGS INC592 shares1.02%2026-03-312026-05-04

GDMN WISDOMTREE TR2.8K sharesnew addition2026-03-312026-05-04

Sponsored

SBS COMPANHIA DE SANEAMENTO BASI9.1K sharesnew addition2026-03-312026-05-04

POWL POWELL INDS INC517 sharesnew addition2026-03-312026-05-04

OMAB GRUPO AEROPORTUARIO DEL CENT2.4K shares-1.66%2026-03-312026-05-04

PBR PETROLEO BRASILEIRO S A13.4K sharesnew addition2026-03-312026-05-04

CENCORA INC CENCORA INC882 shares7.96%2026-03-312026-05-04

LLY ELI LILLY & CO299 shares22.54%2026-03-312026-05-04

IEF ISHARES TR2.9K shares-0.10%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC1.9K shares-4.27%2026-03-312026-05-04

Sponsored

TPR TAPESTRY INC1.9K sharesnew addition2026-03-312026-05-04

DFCF DIMENSIONAL ETF TRUST6.5K shares4.17%2026-03-312026-05-04

DFGX DIMENSIONAL ETF TRUST5.2K shares5.74%2026-03-312026-05-04

BROADCOM INC BROADCOM INC878 shares1.62%2026-03-312026-05-04

ASTRAZENECA PLC ASTRAZENECA PLC1.4K sharesnew addition2026-03-312026-05-04

TIDAL TRUST II TIDAL TRUST II10.1K shares-17.77%2026-03-312026-05-04

EVRG EVERGY INC3.3K shares6.50%2026-03-312026-05-04

DGCB DIMENSIONAL ETF TRUST4.9K shares3.67%2026-03-312026-05-04

Sponsored

CHRW C H ROBINSON WORLDWIDE IN1.6K shares-7.29%2026-03-312026-05-04

BND VANGUARD BD INDEX FDS3.6K shares-0.33%2026-03-312026-05-04

ROST ROSS STORES INC1.2K shares-1.92%2026-03-312026-05-04

BAI BLACKROCK ETF TRUST8.1K shares11.03%2026-03-312026-05-04

AOR ISHARES TR4.1K shares-0.22%2026-03-312026-05-04

HAS HASBRO INC2.8K shares-5.98%2026-03-312026-05-04

INCY INCYTE CORP2.8K sharesnew addition2026-03-312026-05-04

THRO BLACKROCK ETF TRUST7.2K shares-0.77%2026-03-312026-05-04

Sponsored

VALE VALE S A16.3K shares2.45%2026-03-312026-05-04

WTS WATTS WATER TECHNOLOGIES INC875 shares-2.56%2026-03-312026-05-04

PTCT PTC THERAPEUTICS INC3.7K shares3.65%2026-03-312026-05-04

NVS NOVARTIS AG1.7K sharesnew addition2026-03-312026-05-04

CBOE CBOE GLOBAL MKTS INC890 sharesnew addition2026-03-312026-05-04

EFG ISHARES TR2.2K sharesnew addition2026-03-312026-05-04

NMCO NUVEEN MUN CR OPPORTUNITIES23.1K shares1.27%2026-03-312026-05-04

PH PARKER-HANNIFIN CORP273 sharesnew addition2026-03-312026-05-04

Sponsored

PFE PFIZER INC8.7K shares0.22%2026-03-312026-05-04

GSBD GOLDMAN SACHS BDC INC26.0K shares-23.71%2026-03-312026-05-04

SCYB SCHWAB STRATEGIC TR9.2K sharesnew addition2026-03-312026-05-04

DG DOLLAR GEN CORP2.0K sharesnew addition2026-03-312026-05-04

MBB ISHARES TR2.5K shares-6.68%2026-03-312026-05-04

DFIV DIMENSIONAL ETF TRUST4.5K sharesnew addition2026-03-312026-05-04

TS TENARIS S A4.0K sharesnew addition2026-03-312026-05-04

KHC KRAFT HEINZ CO10.4K sharesnew addition2026-03-312026-05-04

Sponsored

COCO VITA COCO CO INC4.9K sharesnew addition2026-03-312026-05-04

TTC TORO CO2.5K sharesnew addition2026-03-312026-05-04

SPYV SPDR SERIES TRUST4.0K shares-5.43%2026-03-312026-05-04

WMT WALMART INC1.8K shares-17.27%2026-03-312026-05-04

ERIC TELEFONAKTIEBOLAGET LM ERICS19.6K sharesnew addition2026-03-312026-05-04

DBP INVESCO DB MULTI-SECTOR COMM2.0K sharesnew addition2026-03-312026-05-04

ISHARES GOLD TR ISHARES GOLD TR2.5K shares-37.57%2026-03-312026-05-04

USTB VICTORY PORTFOLIOS II4.3K shares0.00%2026-03-312026-05-04

Sponsored

V VISA INC713 shares1.28%2026-03-312026-05-04

DCI DONALDSON INC2.5K shares-6.83%2026-03-312026-05-04

ODFL OLD DOMINION FREIGHT LINE IN1.1K sharesnew addition2026-03-312026-05-04

RYAAY RYANAIR HOLDINGS PLC3.7K shares17.10%2026-03-312026-05-04

PAPR INNOVATOR ETFS TRUST5.3K shares-6.16%2026-03-312026-05-04

TLH ISHARES TR2.1K shares-42.58%2026-03-312026-05-04

TFLO ISHARES TR4.1K shares0.59%2026-03-312026-05-04

TSLA TESLA INC559 shares-14.00%2026-03-312026-05-04

Sponsored

LMAT LEMAITRE VASCULAR INC1.9K sharesnew addition2026-03-312026-05-04

ABBV ABBVIE INC950 shares-44.96%2026-03-312026-05-04

VCRB VANGUARD MALVERN FDS2.7K shares0.00%2026-03-312026-05-04

VNLA JANUS DETROIT STR TR4.2K shares0.00%2026-03-312026-05-04

COKE COCA COLA CONS INC1.1K sharesnew addition2026-03-312026-05-04

DFEM DIMENSIONAL ETF TRUST5.8K sharesnew addition2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL420 shares-4.11%2026-03-312026-05-04

BINC BLACKROCK ETF TRUST II3.9K shares-18.48%2026-03-312026-05-04

Sponsored

FLSP FRANKLIN TEMPLETON ETF TR7.4K sharesnew addition2026-03-312026-05-04

EBS EMERGENT BIOSOLUTIONS INC19.3K shares-8.65%2026-03-312026-05-04

MSOS ADVISORSHARES TR24.0K sharesnew addition2026-03-312026-05-04

BTG B2GOLD CORP12.5K shares-77.82%2026-03-312026-05-04

VCSH

VANGUARD SCOTTSDALE FDS

12.45%

Shares54.2K

Event2026-03-31

Filed2026-05-04

JAAA

JANUS DETROIT STR TR

19.81%

Shares84.5K

Event2026-03-31

Filed2026-05-04

MGV

VANGUARD WORLD FD

47.98%

Shares23.3K

Event2026-03-31

Filed2026-05-04

VBR

VANGUARD INDEX FDS

61.44%

Shares12.9K

Event2026-03-31

Filed2026-05-04

VTI

VANGUARD INDEX FDS

-0.37%

Shares8.6K

Event2026-03-31

Filed2026-05-04

VUSB

VANGUARD BD INDEX FDS

30.32%

Shares53.3K

Event2026-03-31

Filed2026-05-04

VGIT

VANGUARD SCOTTSDALE FDS

4.48%

Shares41.5K

Event2026-03-31

Filed2026-05-04

CWB

SPDR SERIES TRUST

538.74%

Shares25.2K

Event2026-03-31

Filed2026-05-04

DFAC

DIMENSIONAL ETF TRUST

7.23%

Shares55.8K

Event2026-03-31

Filed2026-05-04

BIL

SPDR SERIES TRUST

-63.15%

Shares22.7K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

5.52%

Shares6.9K

Event2026-03-31

Filed2026-05-04

ZECP

ZACKS TRUST

2.35%

Shares49.3K

Event2026-03-31

Filed2026-05-04

JEPI

J P MORGAN EXCHANGE TRADED F

-37.05%

Shares28.3K

Event2026-03-31

Filed2026-05-04

QQQY

TIDAL TRUST II

-3.67%

Shares74.1K

Event2026-03-31

Filed2026-05-04

SPYM

SPDR SERIES TRUST

-1.76%

Shares19.3K

Event2026-03-31

Filed2026-05-04

AGG

ISHARES TR

1.36%

Shares14.0K

Event2026-03-31

Filed2026-05-04

IVV

ISHARES TR

35.65%

Shares2.1K

Event2026-03-31

Filed2026-05-04

NVDA

NVIDIA CORPORATION

2.86%

Shares7.3K

Event2026-03-31

Filed2026-05-04

NVDY

TIDAL TRUST II

-1.85%

Shares94.2K

Event2026-03-31

Filed2026-05-04

GLD

SPDR GOLD TR

6.67%

Shares2.8K

Event2026-03-31

Filed2026-05-04

WDTE

TIDAL TRUST II

-5.22%

Shares41.8K

Event2026-03-31

Filed2026-05-04

VEA

VANGUARD TAX-MANAGED FDS

0.18%

Shares18.5K

Event2026-03-31

Filed2026-05-04

SGOV

ISHARES TR

-27.21%

Shares10.6K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

55.95%

Shares1.6K

Event2026-03-31

Filed2026-05-04

MINT

PIMCO ETF TR

2.51%

Shares10.3K

Event2026-03-31

Filed2026-05-04

IXUS

ISHARES TR

-0.73%

Shares11.8K

Event2026-03-31

Filed2026-05-04

IUSB

ISHARES TR

-1.74%

Shares20.4K

Event2026-03-31

Filed2026-05-04

DFIC

DIMENSIONAL ETF TRUST

16.57%

Shares26.4K

Event2026-03-31

Filed2026-05-04

VTEB

VANGUARD MUN BD FDS

-2.26%

Shares18.3K

Event2026-03-31

Filed2026-05-04

MUB

ISHARES TR

2.28%

Shares8.4K

Event2026-03-31

Filed2026-05-04

PLTY

TIDAL TRUST II

4.05%

Shares22.3K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

0.85%

Shares3.0K

Event2026-03-31

Filed2026-05-04

EFV

ISHARES TR

10.76%

Shares10.8K

Event2026-03-31

Filed2026-05-04

KBE

SPDR SERIES TRUST

-2.93%

Shares13.1K

Event2026-03-31

Filed2026-05-04

AMZY

TIDAL TRUST II

-2.26%

Shares69.4K

Event2026-03-31

Filed2026-05-04

ALTRIA GROUP INC

-10.09%

Shares11.4K

Event2026-03-31

Filed2026-05-04

QUIZ

ZACKS TRUST

1.77%

Shares26.6K

Event2026-03-31

Filed2026-05-04

DFSD

DIMENSIONAL ETF TRUST

21.74%

Shares14.9K

Event2026-03-31

Filed2026-05-04

SMIZ

ZACKS TRUST

-0.22%

Shares18.5K

Event2026-03-31

Filed2026-05-04

DCOR

DIMENSIONAL ETF TRUST

14.79%

Shares9.4K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

2.25%

Shares1.8K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

-5.20%

Shares3.1K

Event2026-03-31

Filed2026-05-04

DBMF

LITMAN GREGORY FDS TR

New

Shares21.1K

Event2026-03-31

Filed2026-05-04

HYG

ISHARES TR

-52.30%

Shares7.9K

Event2026-03-31

Filed2026-05-04

TIDAL TRUST II

2.46%

Shares20.7K

Event2026-03-31

Filed2026-05-04

VOE

VANGUARD INDEX FDS

182.66%

Shares3.3K

Event2026-03-31

Filed2026-05-04

SPTM

SPDR SERIES TRUST

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-04

DYNF

BLACKROCK ETF TRUST

-15.43%

Shares10.5K

Event2026-03-31

Filed2026-05-04

SHLD

GLOBAL X FDS

72.68%

Shares8.4K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.78%

Shares2.4K

Event2026-03-31

Filed2026-05-04

NFLY

TIDAL TRUST II

0.79%

Shares53.5K

Event2026-03-31

Filed2026-05-04

BALT

INNOVATOR ETFS TRUST

-3.17%

Shares17.4K

Event2026-03-31

Filed2026-05-04

XLV

SELECT SECTOR SPDR TR

1.50%

Shares3.8K

Event2026-03-31

Filed2026-05-04

IVW

ISHARES TR

-1.05%

Shares4.9K

Event2026-03-31

Filed2026-05-04

TIDAL TRUST II

12.81%

Shares18.7K

Event2026-03-31

Filed2026-05-04

JEPQ

J P MORGAN EXCHANGE TRADED F

-46.01%

Shares9.8K

Event2026-03-31

Filed2026-05-04

DFUS

DIMENSIONAL ETF TRUST

49.76%

Shares7.3K

Event2026-03-31

Filed2026-05-04

MNST

MONSTER BEVERAGE CORP NEW

-1.66%

Shares7.1K

Event2026-03-31

Filed2026-05-04

IEMG

ISHARES INC

-9.49%

Shares7.3K

Event2026-03-31

Filed2026-05-04

CPAI

NORTHERN LTS FD TR III

-13.04%

Shares11.7K

Event2026-03-31

Filed2026-05-04

MOAT

VANECK ETF TRUST

3.77%

Shares5.0K

Event2026-03-31

Filed2026-05-04

ATMU

ATMUS FILTRATION TECHNOLOGIE

56.61%

Shares8.4K

Event2026-03-31

Filed2026-05-04

IVE

ISHARES TR

-11.42%

Shares2.2K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

67.66%

Shares1.6K

Event2026-03-31

Filed2026-05-04

EXPD

EXPEDITORS INTL WASH INC

82.94%

Shares3.2K

Event2026-03-31

Filed2026-05-04

VWO

VANGUARD INTL EQUITY INDEX F

-0.34%

Shares8.4K

Event2026-03-31

Filed2026-05-04

EALT

INNOVATOR ETFS TRUST

-0.13%

Shares13.5K

Event2026-03-31

Filed2026-05-04

FHI

FEDERATED HERMES INC

56.36%

Shares7.9K

Event2026-03-31

Filed2026-05-04

PRU

PRUDENTIAL FINL INC

0.24%

Shares4.5K

Event2026-03-31

Filed2026-05-04

MLI

MUELLER INDS INC

5.02%

Shares4.0K

Event2026-03-31

Filed2026-05-04

VANGUARD INDEX FDS

36.04%

Shares736

Event2026-03-31

Filed2026-05-04

NXT

NEXTPOWER INC

20.07%

Shares3.6K

Event2026-03-31

Filed2026-05-04

AIRR

FIRST TR EXCHANGE TRADED FD

35.27%

Shares4.0K

Event2026-03-31

Filed2026-05-04

CRUS

CIRRUS LOGIC INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-04

IJR

ISHARES TR

5.42%

Shares3.5K

Event2026-03-31

Filed2026-05-04

SPSM

SPDR SERIES TRUST

56.67%

Shares8.9K

Event2026-03-31

Filed2026-05-04

ULTA

ULTA BEAUTY INC

-0.75%

Shares797

Event2026-03-31

Filed2026-05-04

APRW

AIM ETF PRODUCTS TRUST

6.30%

Shares11.7K

Event2026-03-31

Filed2026-05-04

JANW

AIM ETF PRODUCTS TRUST

7.12%

Shares11.2K

Event2026-03-31

Filed2026-05-04

JULW

AIM ETF PRODUCTS TRUST

6.51%

Shares10.5K

Event2026-03-31

Filed2026-05-04

OCTW

AIM ETF PRODUCTS TRUST

7.05%

Shares10.6K

Event2026-03-31

Filed2026-05-04

GE AEROSPACE

2.27%

Shares1.4K

Event2026-03-31

Filed2026-05-04

FDVV

FIDELITY COVINGTON TRUST

-1.72%

Shares7.1K

Event2026-03-31

Filed2026-05-04

VERIZON COMMUNICATIONS INC

0.13%

Shares7.8K

Event2026-03-31

Filed2026-05-04

NOBL

PROSHARES TR

-2.88%

Shares3.7K

Event2026-03-31

Filed2026-05-04

NXTG

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-04

VMBS

VANGUARD SCOTTSDALE FDS

8.26%

Shares8.1K

Event2026-03-31

Filed2026-05-04

HWM

HOWMET AEROSPACE INC

-8.34%

Shares1.7K

Event2026-03-31

Filed2026-05-04