Sponsored

The Analysis of Stonebridge Financial Planning Group, LLC's Holdings & P&L

Currently, Stonebridge Financial Planning Group, LLC holds 171 types of securities in its portfolio with a total value $272.3M. In the most recent quarter, they have increased their positions in VCRB (+36.1K shares, valued at $2.8M), RDVI (+109.0K shares, valued at $2.8M), PYLD (+47.0K shares, valued at $1.2M); decreased their positions in BND (-30.7K shares, valued at $2.3M), IYW (-3.6K shares, valued at $656.0K), IWY (-2.3K shares, valued at $573.3K); initiated new positions in VYMI (+6.5K shares, valued at $609.5K), N/A (+3.7K shares, valued at $488.1K), VOX (+2.2K shares, valued at $398.4K).

1M P&L

-1.5M-0.51%

3M P&L

-45.0M-13.24%

HY P&L

-32.2M-9.87%

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/A232.0M

87.5%

2Semiconductors4.9M

1.8%

3Internet Retail4.9M

1.8%

Top Industries by Stock Count

1N/A138 stocks

84.1%

2Software - Infrastructure3 stocks

1.8%

3Oil & Gas Integrated2 stocks

1.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IWY ISHARES TR59.9K shares-3.70%2026-03-312026-05-08

IYW ISHARES TR54.9K shares-6.18%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T122.1K shares-1.19%2026-03-312026-05-08

DGRO ISHARES TR124.5K shares1.83%2026-03-312026-05-08

FGD FIRST TR EXCHANGE-TRADED FD221.1K shares15.61%2026-03-312026-05-08

SPHY SPDR SERIES TRUST250.2K shares7.12%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS88.6K shares8.10%2026-03-312026-05-08

IVV ISHARES TR8.5K shares-5.38%2026-03-312026-05-08

Sponsored

VCIT VANGUARD SCOTTSDALE FDS63.4K shares4.90%2026-03-312026-05-08

BUFR FIRST TR EXCHNG TRADED FD VI146.2K shares9.85%2026-03-312026-05-08

NVDA NVIDIA CORPORATION28.1K shares-0.83%2026-03-312026-05-08

AMZN AMAZON COM INC23.3K shares-2.76%2026-03-312026-05-08

RDVY FIRST TR EXCHANGE TRADED FD70.0K shares10.30%2026-03-312026-05-08

RDVI FIRST TR EXCHANGE-TRADED FD182.7K shares147.84%2026-03-312026-05-08

IUSG ISHARES TR28.5K shares-4.55%2026-03-312026-05-08

MOAT VANECK ETF TRUST40.0K shares-6.29%2026-03-312026-05-08

Sponsored

IWF ISHARES TR8.9K shares-3.02%2026-03-312026-05-08

DSTL ETF SER SOLUTIONS65.1K shares-3.29%2026-03-312026-05-08

VUG VANGUARD INDEX FDS8.3K shares3.04%2026-03-312026-05-08

MINT PIMCO ETF TR33.3K shares8.08%2026-03-312026-05-08

VCRB VANGUARD MALVERN FDS40.1K shares901.12%2026-03-312026-05-08

AAPL APPLE INC11.3K shares-1.55%2026-03-312026-05-08

UCON FIRST TR EXCHNG TRADED FD VI113.9K shares1.06%2026-03-312026-05-08

VDC VANGUARD WORLD FD12.2K shares-2.99%2026-03-312026-05-08

Sponsored

AIQ GLOBAL X FDS58.8K shares-0.20%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR89.0K shares0.00%2026-03-312026-05-08

NLR VANECK ETF TRUST19.8K shares4.50%2026-03-312026-05-08

VGT VANGUARD WORLD FD3.7K shares-7.36%2026-03-312026-05-08

VANGUARD INDEX FDS VANGUARD INDEX FDS4.3K shares3.45%2026-03-312026-05-08

SOXX ISHARES TR7.2K shares-1.83%2026-03-312026-05-08

V VISA INC7.8K shares-2.94%2026-03-312026-05-08

MGV VANGUARD WORLD FD16.0K shares-0.42%2026-03-312026-05-08

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD58.7K shares3.44%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS15.6K shares0.00%2026-03-312026-05-08

KNG FIRST TR EXCHANGE-TRADED FD47.1K shares-3.26%2026-03-312026-05-08

VO VANGUARD INDEX FDS7.6K shares6.18%2026-03-312026-05-08

SDVD FIRST TR EXCH TRADED FD III96.8K shares-4.89%2026-03-312026-05-08

VPLS VANGUARD MALVERN FDS26.4K shares15.78%2026-03-312026-05-08

JAAA JANUS DETROIT STR TR39.9K shares20.46%2026-03-312026-05-08

TECB ISHARES TR36.2K shares-2.59%2026-03-312026-05-08

Sponsored

MSFT MICROSOFT CORP5.3K shares-5.63%2026-03-312026-05-08

IYC ISHARES TR19.9K shares-4.63%2026-03-312026-05-08

XLY SELECT SECTOR SPDR TR17.5K shares-2.44%2026-03-312026-05-08

ALPHABET INC ALPHABET INC6.6K shares0.35%2026-03-312026-05-08

VOOV VANGUARD ADMIRAL FDS INC9.2K shares-1.59%2026-03-312026-05-08

FIW FIRST TR EXCHANGE-TRADED FD17.8K shares-2.14%2026-03-312026-05-08

IAK ISHARES TR14.1K shares-10.87%2026-03-312026-05-08

FCOM FIDELITY COVINGTON TRUST26.6K shares16.74%2026-03-312026-05-08

Sponsored

IVE ISHARES TR8.1K shares-0.83%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F31.3K shares1.98%2026-03-312026-05-08

FAD FIRST TR EXCHANGE-TRADED ALP10.5K shares1.08%2026-03-312026-05-08

AIRR FIRST TR EXCHANGE TRADED FD14.8K shares3.31%2026-03-312026-05-08

GRID FIRST TR EXCHANGE-TRADED FD9.6K shares5.37%2026-03-312026-05-08

MA MASTERCARD INCORPORATED3.1K shares-3.57%2026-03-312026-05-08

IGF ISHARES TR22.4K shares43.61%2026-03-312026-05-08

PYLD PIMCO ETF TR56.5K shares492.52%2026-03-312026-05-08

Sponsored

ARCC ARES CAPITAL CORP82.0K shares-7.60%2026-03-312026-05-08

FIDU FIDELITY COVINGTON TRUST17.0K shares2.06%2026-03-312026-05-08

SPYG SPDR SERIES TRUST15.0K shares-8.10%2026-03-312026-05-08

EWJ ISHARES INC17.4K shares2.93%2026-03-312026-05-08

LLY ELI LILLY & CO1.6K shares-1.49%2026-03-312026-05-08

CLOI VANECK ETF TRUST27.0K shares-0.54%2026-03-312026-05-08

IHI ISHARES TR26.4K shares-9.13%2026-03-312026-05-08

VONV VANGUARD SCOTTSDALE FDS15.0K shares0.00%2026-03-312026-05-08

Sponsored

LQD ISHARES TR12.6K shares6.88%2026-03-312026-05-08

SDY SPDR SERIES TRUST9.3K shares-2.55%2026-03-312026-05-08

PRN INVESCO EXCHANGE TRADED FD T7.0K shares-1.41%2026-03-312026-05-08

COST COSTCO WHOLESALE CORPORATION1.3K shares-17.47%2026-03-312026-05-08

RTX RTX CORPORATION6.5K shares-7.29%2026-03-312026-05-08

FTCS FIRST TR EXCHANGE-TRADED FD12.9K shares-9.56%2026-03-312026-05-08

WMT WALMART INC9.5K shares0.09%2026-03-312026-05-08

IWD ISHARES TR5.3K shares0.08%2026-03-312026-05-08

Sponsored

LHX L3HARRIS TECHNOLOGIES INC3.2K shares-7.70%2026-03-312026-05-08

IYK ISHARES TR15.9K shares-1.52%2026-03-312026-05-08

QTUM ETF SER SOLUTIONS10.2K shares13.41%2026-03-312026-05-08

SMOT VANECK ETF TRUST30.8K shares-4.12%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR7.4K shares-11.35%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR23.2K shares8.37%2026-03-312026-05-08

DXJ WISDOMTREE TR6.7K shares6.60%2026-03-312026-05-08

ALPHABET INC ALPHABET INC3.7K shares0.00%2026-03-312026-05-08

Sponsored

FDRR FIDELITY COVINGTON TRUST17.7K shares-3.66%2026-03-312026-05-08

SMH VANECK ETF TRUST2.7K shares2.82%2026-03-312026-05-08

IWO ISHARES TR3.3K shares-8.15%2026-03-312026-05-08

XOM EXXON MOBIL CORP6.0K shares0.48%2026-03-312026-05-08

XAR SPDR SERIES TRUST3.9K shares13.66%2026-03-312026-05-08

VCR VANGUARD WORLD FD2.7K shares-1.62%2026-03-312026-05-08

VFH VANGUARD WORLD FD7.9K shares-1.12%2026-03-312026-05-08

VBK VANGUARD INDEX FDS3.0K shares1.92%2026-03-312026-05-08

Sponsored

FTEC FIDELITY COVINGTON TRUST4.4K shares0.76%2026-03-312026-05-08

IXN ISHARES TR9.0K shares-5.24%2026-03-312026-05-08

FTC FIRST TR EXCHANGE-TRADED ALP5.5K shares-1.80%2026-03-312026-05-08

FMHI FIRST TR EXCH TRADED FD III17.7K shares40.73%2026-03-312026-05-08

IWP ISHARES TR6.4K shares1.29%2026-03-312026-05-08

NXTG FIRST TR EXCHANGE-TRADED FD7.3K shares0.01%2026-03-312026-05-08

DTCR GLOBAL X FDS33.8K shares57.30%2026-03-312026-05-08

RPV INVESCO EXCHANGE TRADED FD T7.3K shares-2.65%2026-03-312026-05-08

Sponsored

VIS VANGUARD WORLD FD2.5K shares-2.89%2026-03-312026-05-08

IWS ISHARES TR5.4K shares-4.95%2026-03-312026-05-08

VB VANGUARD INDEX FDS2.7K shares1.30%2026-03-312026-05-08

FDIS FIDELITY COVINGTON TRUST7.4K shares-2.64%2026-03-312026-05-08

HD HOME DEPOT INC2.1K shares-3.63%2026-03-312026-05-08

FDHY FIDELITY COVINGTON TRUST13.8K shares-14.23%2026-03-312026-05-08

FNY FIRST TR EXCHANGE-TRADED ALP7.2K shares-5.29%2026-03-312026-05-08

QTEC FIRST TR EXCHANGE-TRADED FD2.9K shares-3.90%2026-03-312026-05-08

Sponsored

JPM JPMORGAN CHASE & CO2.1K shares-4.45%2026-03-312026-05-08

VTV VANGUARD INDEX FDS3.2K shares8.34%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS6.5K sharesnew addition2026-03-312026-05-08

USMV ISHARES TR6.5K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON2.5K shares0.53%2026-03-312026-05-08

VCSH VANGUARD SCOTTSDALE FDS7.5K shares18.39%2026-03-312026-05-08

CAT CATERPILLAR INC836 shares-0.59%2026-03-312026-05-08

MGK VANGUARD WORLD FD1.6K shares-5.30%2026-03-312026-05-08

Sponsored

VBR VANGUARD INDEX FDS2.7K shares-3.61%2026-03-312026-05-08

ORCL ORACLE CORP4.0K shares0.03%2026-03-312026-05-08

BSX BOSTON SCIENTIFIC CORP9.1K shares-38.69%2026-03-312026-05-08

META META PLATFORMS INC991 shares-3.22%2026-03-312026-05-08

EMXC ISHARES INC7.0K shares31.23%2026-03-312026-05-08

IYJ ISHARES TR3.7K shares0.03%2026-03-312026-05-08

VPU VANGUARD WORLD FD2.6K shares22.95%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD8.0K shares34.48%2026-03-312026-05-08

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K sharesnew addition2026-03-312026-05-08

FSTA FIDELITY COVINGTON TRUST9.2K shares-8.00%2026-03-312026-05-08

IWN ISHARES TR2.5K shares-6.84%2026-03-312026-05-08

NEAR ISHARES U S ETF TR9.1K shares-11.91%2026-03-312026-05-08

VIOO VANGUARD ADMIRAL FDS INC4.0K shares0.00%2026-03-312026-05-08

XSD SPDR SERIES TRUST1.4K shares0.00%2026-03-312026-05-08

NFLX NETFLIX INC.4.3K shares-9.39%2026-03-312026-05-08

BILS SPDR SERIES TRUST4.2K shares2.85%2026-03-312026-05-08

Sponsored

FDLO FIDELITY COVINGTON TRUST6.3K shares0.00%2026-03-312026-05-08

SKYY FIRST TR EXCHANGE-TRADED FD3.7K shares0.00%2026-03-312026-05-08

IYF ISHARES TR3.4K shares-8.51%2026-03-312026-05-08

VOX VANGUARD WORLD FD2.2K sharesnew addition2026-03-312026-05-08

VGIT VANGUARD SCOTTSDALE FDS6.7K shares-10.77%2026-03-312026-05-08

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.0K shares0.00%2026-03-312026-05-08

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC3.5K shares0.00%2026-03-312026-05-08

XDEC FIRST TR EXCHNG TRADED FD VI9.3K shares0.00%2026-03-312026-05-08

Sponsored

IYM ISHARES TR2.1K shares0.05%2026-03-312026-05-08

RSPS INVESCO EXCHANGE TRADED FD T12.5K shares-7.56%2026-03-312026-05-08

BUFQ FIRST TR EXCHNG TRADED FD VI10.4K shares0.00%2026-03-312026-05-08

FVD FIRST TR EXCHANGE-TRADED FD7.5K shares-2.69%2026-03-312026-05-08

SRLN SSGA ACTIVE ETF TR8.4K shares9.52%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL680 shares-1.59%2026-03-312026-05-08

EVT EATON VANCE TAX ADVT DIV INC13.0K shares0.00%2026-03-312026-05-08

ESGV VANGUARD WORLD FD2.8K shares0.00%2026-03-312026-05-08

Sponsored

MCR MFS CHARTER INCOME TR51.1K shares0.50%2026-03-312026-05-08

IXJ ISHARES TR3.3K shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.4K sharesnew addition2026-03-312026-05-08

BND VANGUARD BD INDEX FDS4.0K shares-88.56%2026-03-312026-05-08

JHPI JOHN HANCOCK EXCHANGE TRADED12.7K shares0.06%2026-03-312026-05-08

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-03-312026-05-08

HYS PIMCO ETF TR3.0K shares-11.26%2026-03-312026-05-08

PJP INVESCO EXCHANGE TRADED FD T2.7K shares-6.57%2026-03-312026-05-08

Sponsored

IGSB ISHARES TR5.2K sharesnew addition2026-03-312026-05-08

VTI VANGUARD INDEX FDS807 shares0.00%2026-03-312026-05-08

IAGG ISHARES TR5.1K sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP817 shares0.99%2026-03-312026-05-08

BOND PIMCO ETF TR2.7K shares0.00%2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III14.2K shares0.00%2026-03-312026-05-08

EXG EATON VANCE TAX-MANAGED GLOB28.1K shares0.23%2026-03-312026-05-08

FXG FIRST TR EXCHANGE-TRADED FD3.8K shares-15.25%2026-03-312026-05-08

Sponsored

PAVE GLOBAL X FDS4.7K shares2.17%2026-03-312026-05-08

SO SOUTHERN CO2.3K shares0.57%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR3.6K shares-18.94%2026-03-312026-05-08

FTSM FIRST TR EXCHANGE-TRADED FD3.7K sharesnew addition2026-03-312026-05-08

XMAR FIRST TR EXCHNG TRADED FD VI5.4K shares0.00%2026-03-312026-05-08

BUFX FIRST TR EXCHNG TRADED FD VI10.0K sharesnew addition2026-03-312026-05-08

FMAY FIRST TR EXCHNG TRADED FD VI4.0K shares0.00%2026-03-312026-05-08

FXO FIRST TR EXCHANGE-TRADED FD3.7K shares0.00%2026-03-312026-05-08

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD4.1K sharesnew addition2026-03-312026-05-08

SPYV SPDR SERIES TRUST3.7K shares0.00%2026-03-312026-05-08

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-03-312026-05-08

IWY

ISHARES TR

-3.70%

Shares59.9K

Event2026-03-31

Filed2026-05-08

IYW

ISHARES TR

-6.18%

Shares54.9K

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO EXCHANGE TRADED FD T

-1.19%

Shares122.1K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

1.83%

Shares124.5K

Event2026-03-31

Filed2026-05-08

FGD

FIRST TR EXCHANGE-TRADED FD

15.61%

Shares221.1K

Event2026-03-31

Filed2026-05-08

SPHY

SPDR SERIES TRUST

7.12%

Shares250.2K

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

8.10%

Shares88.6K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

-5.38%

Shares8.5K

Event2026-03-31

Filed2026-05-08

VCIT

VANGUARD SCOTTSDALE FDS

4.90%

Shares63.4K

Event2026-03-31

Filed2026-05-08

BUFR

FIRST TR EXCHNG TRADED FD VI

9.85%

Shares146.2K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-0.83%

Shares28.1K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-2.76%

Shares23.3K

Event2026-03-31

Filed2026-05-08

RDVY

FIRST TR EXCHANGE TRADED FD

10.30%

Shares70.0K

Event2026-03-31

Filed2026-05-08

RDVI

FIRST TR EXCHANGE-TRADED FD

147.84%

Shares182.7K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

-4.55%

Shares28.5K

Event2026-03-31

Filed2026-05-08

MOAT

VANECK ETF TRUST

-6.29%

Shares40.0K

Event2026-03-31

Filed2026-05-08

IWF

ISHARES TR

-3.02%

Shares8.9K

Event2026-03-31

Filed2026-05-08

DSTL

ETF SER SOLUTIONS

-3.29%

Shares65.1K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

3.04%

Shares8.3K

Event2026-03-31

Filed2026-05-08

MINT

PIMCO ETF TR

8.08%

Shares33.3K

Event2026-03-31

Filed2026-05-08

VCRB

VANGUARD MALVERN FDS

901.12%

Shares40.1K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-1.55%

Shares11.3K

Event2026-03-31

Filed2026-05-08

UCON

FIRST TR EXCHNG TRADED FD VI

1.06%

Shares113.9K

Event2026-03-31

Filed2026-05-08

VDC

VANGUARD WORLD FD

-2.99%

Shares12.2K

Event2026-03-31

Filed2026-05-08

AIQ

GLOBAL X FDS

-0.20%

Shares58.8K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

0.00%

Shares89.0K

Event2026-03-31

Filed2026-05-08

NLR

VANECK ETF TRUST

4.50%

Shares19.8K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

-7.36%

Shares3.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

3.45%

Shares4.3K

Event2026-03-31

Filed2026-05-08

SOXX

ISHARES TR

-1.83%

Shares7.2K

Event2026-03-31

Filed2026-05-08

VISA INC

-2.94%

Shares7.8K

Event2026-03-31

Filed2026-05-08

MGV

VANGUARD WORLD FD

-0.42%

Shares16.0K

Event2026-03-31

Filed2026-05-08

SDVY

FIRST TR EXCHANGE TRADED FD

3.44%

Shares58.7K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-08

KNG

FIRST TR EXCHANGE-TRADED FD

-3.26%

Shares47.1K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

6.18%

Shares7.6K

Event2026-03-31

Filed2026-05-08

SDVD

FIRST TR EXCH TRADED FD III

-4.89%

Shares96.8K

Event2026-03-31

Filed2026-05-08

VPLS

VANGUARD MALVERN FDS

15.78%

Shares26.4K

Event2026-03-31

Filed2026-05-08

JAAA

JANUS DETROIT STR TR

20.46%

Shares39.9K

Event2026-03-31

Filed2026-05-08

TECB

ISHARES TR

-2.59%

Shares36.2K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-5.63%

Shares5.3K

Event2026-03-31

Filed2026-05-08

IYC

ISHARES TR

-4.63%

Shares19.9K

Event2026-03-31

Filed2026-05-08

XLY

SELECT SECTOR SPDR TR

-2.44%

Shares17.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.35%

Shares6.6K

Event2026-03-31

Filed2026-05-08

VOOV

VANGUARD ADMIRAL FDS INC

-1.59%

Shares9.2K

Event2026-03-31

Filed2026-05-08

FIW

FIRST TR EXCHANGE-TRADED FD

-2.14%

Shares17.8K

Event2026-03-31

Filed2026-05-08

IAK

ISHARES TR

-10.87%

Shares14.1K

Event2026-03-31

Filed2026-05-08

FCOM

FIDELITY COVINGTON TRUST

16.74%

Shares26.6K

Event2026-03-31

Filed2026-05-08

IVE

ISHARES TR

-0.83%

Shares8.1K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

1.98%

Shares31.3K

Event2026-03-31

Filed2026-05-08

FAD

FIRST TR EXCHANGE-TRADED ALP

1.08%

Shares10.5K

Event2026-03-31

Filed2026-05-08

AIRR

FIRST TR EXCHANGE TRADED FD

3.31%

Shares14.8K

Event2026-03-31

Filed2026-05-08

GRID

FIRST TR EXCHANGE-TRADED FD

5.37%

Shares9.6K

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-3.57%

Shares3.1K

Event2026-03-31

Filed2026-05-08

IGF

ISHARES TR

43.61%

Shares22.4K

Event2026-03-31

Filed2026-05-08

PYLD

PIMCO ETF TR

492.52%

Shares56.5K

Event2026-03-31

Filed2026-05-08

ARCC

ARES CAPITAL CORP

-7.60%

Shares82.0K

Event2026-03-31

Filed2026-05-08

FIDU

FIDELITY COVINGTON TRUST

2.06%

Shares17.0K

Event2026-03-31

Filed2026-05-08

SPYG

SPDR SERIES TRUST

-8.10%

Shares15.0K

Event2026-03-31

Filed2026-05-08

EWJ

ISHARES INC

2.93%

Shares17.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-1.49%

Shares1.6K

Event2026-03-31

Filed2026-05-08

CLOI

VANECK ETF TRUST

-0.54%

Shares27.0K

Event2026-03-31

Filed2026-05-08

IHI

ISHARES TR

-9.13%

Shares26.4K

Event2026-03-31

Filed2026-05-08

VONV

VANGUARD SCOTTSDALE FDS

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

LQD

ISHARES TR

6.88%

Shares12.6K

Event2026-03-31

Filed2026-05-08

SDY

SPDR SERIES TRUST

-2.55%

Shares9.3K

Event2026-03-31

Filed2026-05-08

PRN

INVESCO EXCHANGE TRADED FD T

-1.41%

Shares7.0K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHOLESALE CORPORATION

-17.47%

Shares1.3K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

-7.29%

Shares6.5K

Event2026-03-31

Filed2026-05-08

FTCS

FIRST TR EXCHANGE-TRADED FD

-9.56%

Shares12.9K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

0.09%

Shares9.5K

Event2026-03-31

Filed2026-05-08

IWD

ISHARES TR

0.08%

Shares5.3K

Event2026-03-31

Filed2026-05-08

LHX

L3HARRIS TECHNOLOGIES INC

-7.70%

Shares3.2K

Event2026-03-31

Filed2026-05-08

IYK

ISHARES TR

-1.52%

Shares15.9K

Event2026-03-31

Filed2026-05-08

QTUM

ETF SER SOLUTIONS

13.41%

Shares10.2K

Event2026-03-31

Filed2026-05-08

SMOT

VANECK ETF TRUST

-4.12%

Shares30.8K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

-11.35%

Shares7.4K

Event2026-03-31

Filed2026-05-08

XLU

SELECT SECTOR SPDR TR

8.37%

Shares23.2K

Event2026-03-31

Filed2026-05-08

DXJ

WISDOMTREE TR

6.60%

Shares6.7K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

FDRR

FIDELITY COVINGTON TRUST

-3.66%

Shares17.7K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

2.82%

Shares2.7K

Event2026-03-31

Filed2026-05-08

IWO

ISHARES TR

-8.15%

Shares3.3K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

0.48%

Shares6.0K

Event2026-03-31

Filed2026-05-08

XAR

SPDR SERIES TRUST

13.66%

Shares3.9K

Event2026-03-31

Filed2026-05-08

VCR

VANGUARD WORLD FD

-1.62%

Shares2.7K

Event2026-03-31

Filed2026-05-08

VFH

VANGUARD WORLD FD

-1.12%

Shares7.9K

Event2026-03-31

Filed2026-05-08

VBK

VANGUARD INDEX FDS

1.92%

Shares3.0K

Event2026-03-31

Filed2026-05-08

FTEC

FIDELITY COVINGTON TRUST

0.76%

Shares4.4K

Event2026-03-31

Filed2026-05-08

IXN

ISHARES TR

-5.24%

Shares9.0K

Event2026-03-31

Filed2026-05-08

FTC

FIRST TR EXCHANGE-TRADED ALP

-1.80%

Shares5.5K

Event2026-03-31

Filed2026-05-08

FMHI

FIRST TR EXCH TRADED FD III

40.73%

Shares17.7K

Event2026-03-31

Filed2026-05-08

IWP

ISHARES TR

1.29%

Shares6.4K

Event2026-03-31

Filed2026-05-08

NXTG

FIRST TR EXCHANGE-TRADED FD

0.01%

Shares7.3K

Event2026-03-31

Filed2026-05-08

DTCR

GLOBAL X FDS

57.30%

Shares33.8K

Event2026-03-31

Filed2026-05-08

RPV

INVESCO EXCHANGE TRADED FD T

-2.65%

Shares7.3K

Event2026-03-31

Filed2026-05-08

VIS

VANGUARD WORLD FD

-2.89%

Shares2.5K

Event2026-03-31

Filed2026-05-08

IWS

ISHARES TR

-4.95%

Shares5.4K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.30%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FDIS

FIDELITY COVINGTON TRUST

-2.64%

Shares7.4K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-3.63%

Shares2.1K

Event2026-03-31

Filed2026-05-08

FDHY

FIDELITY COVINGTON TRUST

-14.23%

Shares13.8K

Event2026-03-31

Filed2026-05-08

FNY

FIRST TR EXCHANGE-TRADED ALP

-5.29%

Shares7.2K

Event2026-03-31

Filed2026-05-08

QTEC

FIRST TR EXCHANGE-TRADED FD

-3.90%

Shares2.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-4.45%

Shares2.1K

Event2026-03-31

Filed2026-05-08

VTV

VANGUARD INDEX FDS

8.34%

Shares3.2K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS

New

Shares6.5K

Event2026-03-31

Filed2026-05-08

USMV

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.53%

Shares2.5K

Event2026-03-31

Filed2026-05-08

VCSH

VANGUARD SCOTTSDALE FDS

18.39%

Shares7.5K

Event2026-03-31

Filed2026-05-08

CAT

CATERPILLAR INC

-0.59%

Shares836

Event2026-03-31

Filed2026-05-08

MGK

VANGUARD WORLD FD

-5.30%

Shares1.6K

Event2026-03-31

Filed2026-05-08

VBR

VANGUARD INDEX FDS

-3.61%

Shares2.7K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

0.03%

Shares4.0K

Event2026-03-31

Filed2026-05-08

BSX

BOSTON SCIENTIFIC CORP

-38.69%

Shares9.1K

Event2026-03-31

Filed2026-05-08