Sponsored

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

Currently, Storen Legacy Partners, LLC holds 102 types of securities in its portfolio with a total value $319.0M. In the most recent quarter, they have increased their positions in DYNF (+309.7K shares, valued at $18.0M), JAVA (+223.3K shares, valued at $16.0M), FBCG (+262.1K shares, valued at $13.1M); decreased their positions in EFA (-400.5K shares, valued at $38.9M), N/A (-49.6K shares, valued at $29.7M), BND (-358.2K shares, valued at $26.4M); initiated new positions in DYNF (+309.7K shares, valued at $18.0M), JAVA (+223.3K shares, valued at $16.0M), FBCG (+262.1K shares, valued at $13.1M).

1M P&L

+1.2M+0.38%

3M P&L

+10.2M+3.31%

HY P&L

+17.9M+5.99%

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/A251.6M

87.6%

2Drug Manufacturers - General10.3M

3.6%

3Consumer Electronics3.2M

1.1%

Top Industries by Stock Count

1N/A58 stocks

61.7%

2Drug Manufacturers - General3 stocks

3.2%

3Tobacco2 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS33.2K shares-59.92%2026-03-312026-04-22

DYNF BLACKROCK ETF TRUST309.7K sharesnew addition2026-03-312026-04-22

JAVA J P MORGAN EXCHANGE TRADED F223.3K sharesnew addition2026-03-312026-04-22

BND VANGUARD BD INDEX FDS191.5K shares-65.17%2026-03-312026-04-22

FBCG FIDELITY COVINGTON TRUST262.1K sharesnew addition2026-03-312026-04-22

BAI BLACKROCK ETF TRUST372.0K sharesnew addition2026-03-312026-04-22

BINC BLACKROCK ETF TRUST II228.6K sharesnew addition2026-03-312026-04-22

IEMG ISHARES INC165.9K sharesnew addition2026-03-312026-04-22

Sponsored

SCHG SCHWAB STRATEGIC TR390.8K shares-58.34%2026-03-312026-04-22

FBND FIDELITY MERRIMACK STR TR233.3K sharesnew addition2026-03-312026-04-22

LLY ELI LILLY & CO10.5K shares-0.80%2026-03-312026-04-22

VFMF VANGUARD WELLINGTON FD58.7K shares-70.87%2026-03-312026-04-22

PWRD TCW ETF TRUST88.8K sharesnew addition2026-03-312026-04-22

AGG ISHARES TR85.9K shares2.44%2026-03-312026-04-22

IVV ISHARES TR12.9K shares888.85%2026-03-312026-04-22

BRTR BLACKROCK ETF TRUST II158.3K sharesnew addition2026-03-312026-04-22

Sponsored

ABFL ABACUS FCF ETF TR90.0K sharesnew addition2026-03-312026-04-22

AB ACTIVE ETFS INC AB ACTIVE ETFS INC145.3K sharesnew addition2026-03-312026-04-22

EFV ISHARES TR81.8K sharesnew addition2026-03-312026-04-22

SPY SPDR S&P 500 ETF TR8.9K shares-1.39%2026-03-312026-04-22

ANGL VANECK ETF TRUST194.7K shares-65.83%2026-03-312026-04-22

GOVT ISHARES TR201.8K sharesnew addition2026-03-312026-04-22

IEI ISHARES TR38.5K sharesnew addition2026-03-312026-04-22

PSFF PACER FDS TR132.7K shares-62.76%2026-03-312026-04-22

Sponsored

FDVV FIDELITY COVINGTON TRUST72.0K sharesnew addition2026-03-312026-04-22

JIRE J P MORGAN EXCHANGE TRADED F51.7K sharesnew addition2026-03-312026-04-22

TLH ISHARES TR35.4K sharesnew addition2026-03-312026-04-22

IYG ISHARES TR41.9K sharesnew addition2026-03-312026-04-22

AAPL APPLE INC12.6K shares-1.97%2026-03-312026-04-22

DGRO ISHARES TR44.3K shares-59.46%2026-03-312026-04-22

EMGF ISHARES INC50.6K sharesnew addition2026-03-312026-04-22

IYK ISHARES TR43.6K sharesnew addition2026-03-312026-04-22

Sponsored

IEFA ISHARES TR33.2K sharesnew addition2026-03-312026-04-22

EFA ISHARES TR30.5K shares-92.93%2026-03-312026-04-22

ABLD ABACUS FCF ETF TR91.3K sharesnew addition2026-03-312026-04-22

DHR DANAHER CORPORATION14.7K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO7.8K shares-1.16%2026-03-312026-04-22

ISHARES GOLD TR ISHARES GOLD TR24.8K sharesnew addition2026-03-312026-04-22

VCSH VANGUARD SCOTTSDALE FDS23.9K shares0.68%2026-03-312026-04-22

MSFT MICROSOFT CORP5.0K shares-0.10%2026-03-312026-04-22

Sponsored

CGGR CAPITAL GROUP GROWTH ETF43.8K shares-85.64%2026-03-312026-04-22

VB VANGUARD INDEX FDS6.6K shares-25.25%2026-03-312026-04-22

ITA ISHARES TR7.3K sharesnew addition2026-03-312026-04-22

MMC MARSH & MCLENNAN COS INC8.5K shares0.09%2026-03-312026-04-22

SPYM SPDR SERIES TRUST19.0K shares12.29%2026-03-312026-04-22

IVW ISHARES TR12.6K sharesnew addition2026-03-312026-04-22

AMZN AMAZON COM INC6.5K shares-2.78%2026-03-312026-04-22

PSMR PACER FDS TR43.8K shares-0.83%2026-03-312026-04-22

Sponsored

PM PHILIP MORRIS INTL INC7.8K shares0.58%2026-03-312026-04-22

NVDA NVIDIA CORPORATION6.8K shares-6.19%2026-03-312026-04-22

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-0.78%2026-03-312026-04-22

QUAL ISHARES TR5.6K shares0.14%2026-03-312026-04-22

FTV FORTIVE CORP18.5K shares0.00%2026-03-312026-04-22

DBEF DBX ETF TR19.6K shares-9.56%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR1.6K shares16.23%2026-03-312026-04-22

MO ALTRIA GROUP INC12.6K shares0.45%2026-03-312026-04-22

Sponsored

SCHA SCHWAB STRATEGIC TR28.6K shares1.65%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR22.4K shares-4.06%2026-03-312026-04-22

MDLZ MONDELEZ INTL INC11.5K shares0.18%2026-03-312026-04-22

MMM 3M CO4.4K shares0.53%2026-03-312026-04-22

IJH ISHARES TR8.9K shares-30.40%2026-03-312026-04-22

NRG NRG ENERGY INC3.7K shares0.14%2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.9K shares-16.70%2026-03-312026-04-22

BROADCOM INC BROADCOM INC1.6K shares-16.93%2026-03-312026-04-22

Sponsored

DJD INVESCO EXCHANGE TRADED FD T8.1K shares-12.73%2026-03-312026-04-22

PNC PNC FINL SVCS GROUP INC2.2K shares0.00%2026-03-312026-04-22

FVAL FIDELITY COVINGTON TRUST6.7K shares0.00%2026-03-312026-04-22

CTVA CORTEVA INC5.1K shares-15.10%2026-03-312026-04-22

PEP PEPSICO INC2.7K shares-3.54%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO6.9K shares0.03%2026-03-312026-04-22

ORLY OREILLY AUTOMOTIVE INC4.4K shares0.00%2026-03-312026-04-22

PG PROCTER AND GAMBLE CO2.7K shares-8.98%2026-03-312026-04-22

Sponsored

VLTO VERALTO CORP4.4K shares0.00%2026-03-312026-04-22

PSMO PACER FDS TR12.2K shares0.00%2026-03-312026-04-22

IYW ISHARES TR1.8K sharesnew addition2026-03-312026-04-22

ALPHABET INC ALPHABET INC1.1K shares0.00%2026-03-312026-04-22

EQR EQUITY RESIDENTIAL5.4K shares0.00%2026-03-312026-04-22

CAT CATERPILLAR INC441 shares0.00%2026-03-312026-04-22

TSLA TESLA INC832 shares14.13%2026-03-312026-04-22

MTUM ISHARES TR1.3K shares0.00%2026-03-312026-04-22

Sponsored

CSCO CISCO SYS INC3.9K shares-0.08%2026-03-312026-04-22

VTI VANGUARD INDEX FDS884 sharesnew addition2026-03-312026-04-22

WMT WALMART INC2.3K shares0.00%2026-03-312026-04-22

ORCL ORACLE CORP1.9K shares-5.38%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR10.4K shares-8.29%2026-03-312026-04-22

VNT VONTIER CORPORATION7.4K shares0.00%2026-03-312026-04-22

RAL RALLIANT CORP6.2K shares0.00%2026-03-312026-04-22

IWM ISHARES TR1.0K shares-7.50%2026-03-312026-04-22

Sponsored

USMV ISHARES TR2.6K shares0.00%2026-03-312026-04-22

XOM EXXON MOBIL CORP1.4K sharesnew addition2026-03-312026-04-22

ABBV ABBVIE INC1.1K shares0.37%2026-03-312026-04-22

KMB KIMBERLY-CLARK CORP2.4K shares0.04%2026-03-312026-04-22

VCIT VANGUARD SCOTTSDALE FDS2.8K shares2.71%2026-03-312026-04-22

HDV ISHARES TR1.7K shares4.59%2026-03-312026-04-22

IWF ISHARES TR551 shares0.18%2026-03-312026-04-22

CME CME GROUP INC776 shares0.00%2026-03-312026-04-22

Sponsored

MAS MASCO CORP3.8K shares-5.73%2026-03-312026-04-22

VEA VANGUARD TAX-MANAGED FDS3.3K sharesnew addition2026-03-312026-04-22

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-04-22

SPSB SPDR SERIES TRUST7.0K shares0.39%2026-03-312026-04-22

CRM SALESFORCE INC1.1K shares2.03%2026-03-312026-04-22

FALN ISHARES TR7.7K sharesnew addition2026-03-312026-04-22

VANGUARD INDEX FDS

-59.92%

Shares33.2K

Event2026-03-31

Filed2026-04-22

DYNF

BLACKROCK ETF TRUST

New

Shares309.7K

Event2026-03-31

Filed2026-04-22

JAVA

J P MORGAN EXCHANGE TRADED F

New

Shares223.3K

Event2026-03-31

Filed2026-04-22

BND

VANGUARD BD INDEX FDS

-65.17%

Shares191.5K

Event2026-03-31

Filed2026-04-22

FBCG

FIDELITY COVINGTON TRUST

New

Shares262.1K

Event2026-03-31

Filed2026-04-22

BAI

BLACKROCK ETF TRUST

New

Shares372.0K

Event2026-03-31

Filed2026-04-22

BINC

BLACKROCK ETF TRUST II

New

Shares228.6K

Event2026-03-31

Filed2026-04-22

IEMG

ISHARES INC

New

Shares165.9K

Event2026-03-31

Filed2026-04-22

SCHG

SCHWAB STRATEGIC TR

-58.34%

Shares390.8K

Event2026-03-31

Filed2026-04-22

FBND

FIDELITY MERRIMACK STR TR

New

Shares233.3K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY & CO

-0.80%

Shares10.5K

Event2026-03-31

Filed2026-04-22

VFMF

VANGUARD WELLINGTON FD

-70.87%

Shares58.7K

Event2026-03-31

Filed2026-04-22

PWRD

TCW ETF TRUST

New

Shares88.8K

Event2026-03-31

Filed2026-04-22

AGG

ISHARES TR

2.44%

Shares85.9K

Event2026-03-31

Filed2026-04-22

IVV

ISHARES TR

888.85%

Shares12.9K

Event2026-03-31

Filed2026-04-22

BRTR

BLACKROCK ETF TRUST II

New

Shares158.3K

Event2026-03-31

Filed2026-04-22

ABFL

ABACUS FCF ETF TR

New

Shares90.0K

Event2026-03-31

Filed2026-04-22

AB ACTIVE ETFS INC

New

Shares145.3K

Event2026-03-31

Filed2026-04-22

EFV

ISHARES TR

New

Shares81.8K

Event2026-03-31

Filed2026-04-22

SPY

SPDR S&P 500 ETF TR

-1.39%

Shares8.9K

Event2026-03-31

Filed2026-04-22

ANGL

VANECK ETF TRUST

-65.83%

Shares194.7K

Event2026-03-31

Filed2026-04-22

GOVT

ISHARES TR

New

Shares201.8K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

New

Shares38.5K

Event2026-03-31

Filed2026-04-22

PSFF

PACER FDS TR

-62.76%

Shares132.7K

Event2026-03-31

Filed2026-04-22

FDVV

FIDELITY COVINGTON TRUST

New

Shares72.0K

Event2026-03-31

Filed2026-04-22

JIRE

J P MORGAN EXCHANGE TRADED F

New

Shares51.7K

Event2026-03-31

Filed2026-04-22

TLH

ISHARES TR

New

Shares35.4K

Event2026-03-31

Filed2026-04-22

IYG

ISHARES TR

New

Shares41.9K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-1.97%

Shares12.6K

Event2026-03-31

Filed2026-04-22

DGRO

ISHARES TR

-59.46%

Shares44.3K

Event2026-03-31

Filed2026-04-22

EMGF

ISHARES INC

New

Shares50.6K

Event2026-03-31

Filed2026-04-22

IYK

ISHARES TR

New

Shares43.6K

Event2026-03-31

Filed2026-04-22

IEFA

ISHARES TR

New

Shares33.2K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES TR

-92.93%

Shares30.5K

Event2026-03-31

Filed2026-04-22

ABLD

ABACUS FCF ETF TR

New

Shares91.3K

Event2026-03-31

Filed2026-04-22

DHR

DANAHER CORPORATION

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-1.16%

Shares7.8K

Event2026-03-31

Filed2026-04-22

ISHARES GOLD TR

New

Shares24.8K

Event2026-03-31

Filed2026-04-22

VCSH

VANGUARD SCOTTSDALE FDS

0.68%

Shares23.9K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-0.10%

Shares5.0K

Event2026-03-31

Filed2026-04-22

CGGR

CAPITAL GROUP GROWTH ETF

-85.64%

Shares43.8K

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

-25.25%

Shares6.6K

Event2026-03-31

Filed2026-04-22

ITA

ISHARES TR

New

Shares7.3K

Event2026-03-31

Filed2026-04-22

MMC

MARSH & MCLENNAN COS INC

0.09%

Shares8.5K

Event2026-03-31

Filed2026-04-22

SPYM

SPDR SERIES TRUST

12.29%

Shares19.0K

Event2026-03-31

Filed2026-04-22

IVW

ISHARES TR

New

Shares12.6K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-2.78%

Shares6.5K

Event2026-03-31

Filed2026-04-22

PSMR

PACER FDS TR

-0.83%

Shares43.8K

Event2026-03-31

Filed2026-04-22

PHILIP MORRIS INTL INC

0.58%

Shares7.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

-6.19%

Shares6.8K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-0.78%

Shares2.4K

Event2026-03-31

Filed2026-04-22

QUAL

ISHARES TR

0.14%

Shares5.6K

Event2026-03-31

Filed2026-04-22

FTV

FORTIVE CORP

0.00%

Shares18.5K

Event2026-03-31

Filed2026-04-22

DBEF

DBX ETF TR

-9.56%

Shares19.6K

Event2026-03-31

Filed2026-04-22

INVESCO QQQ TR

16.23%

Shares1.6K

Event2026-03-31

Filed2026-04-22

ALTRIA GROUP INC

0.45%

Shares12.6K

Event2026-03-31

Filed2026-04-22

SCHA

SCHWAB STRATEGIC TR

1.65%

Shares28.6K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

-4.06%

Shares22.4K

Event2026-03-31

Filed2026-04-22

MDLZ

MONDELEZ INTL INC

0.18%

Shares11.5K

Event2026-03-31

Filed2026-04-22

MMM

3M CO

0.53%

Shares4.4K

Event2026-03-31

Filed2026-04-22

IJH

ISHARES TR

-30.40%

Shares8.9K

Event2026-03-31

Filed2026-04-22

NRG

NRG ENERGY INC

0.14%

Shares3.7K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-16.70%

Shares1.9K

Event2026-03-31

Filed2026-04-22

BROADCOM INC

-16.93%

Shares1.6K

Event2026-03-31

Filed2026-04-22

DJD

INVESCO EXCHANGE TRADED FD T

-12.73%

Shares8.1K

Event2026-03-31

Filed2026-04-22

PNC

PNC FINL SVCS GROUP INC

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-22

FVAL

FIDELITY COVINGTON TRUST

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-22

CTVA

CORTEVA INC

-15.10%

Shares5.1K

Event2026-03-31

Filed2026-04-22

PEP

PEPSICO INC

-3.54%

Shares2.7K

Event2026-03-31

Filed2026-04-22

BMY

BRISTOL-MYERS SQUIBB CO

0.03%

Shares6.9K

Event2026-03-31

Filed2026-04-22

ORLY

OREILLY AUTOMOTIVE INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-22

PROCTER AND GAMBLE CO

-8.98%

Shares2.7K

Event2026-03-31

Filed2026-04-22

VLTO

VERALTO CORP

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-22

PSMO

PACER FDS TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-04-22

IYW

ISHARES TR

New

Shares1.8K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-22

EQR

EQUITY RESIDENTIAL

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

0.00%

Shares441

Event2026-03-31

Filed2026-04-22

TSLA

TESLA INC

14.13%

Shares832

Event2026-03-31

Filed2026-04-22

MTUM

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.08%

Shares3.9K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

New

Shares884

Event2026-03-31

Filed2026-04-22

WMT

WALMART INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-22

ORCL

ORACLE CORP

-5.38%

Shares1.9K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

-8.29%

Shares10.4K

Event2026-03-31

Filed2026-04-22

VNT

VONTIER CORPORATION

0.00%

Shares7.4K

Event2026-03-31

Filed2026-04-22

RAL

RALLIANT CORP

0.00%

Shares6.2K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES TR

-7.50%

Shares1.0K

Event2026-03-31

Filed2026-04-22

USMV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

0.37%

Shares1.1K

Event2026-03-31

Filed2026-04-22

KMB

KIMBERLY-CLARK CORP

0.04%

Shares2.4K

Event2026-03-31

Filed2026-04-22

VCIT

VANGUARD SCOTTSDALE FDS

2.71%

Shares2.8K

Event2026-03-31

Filed2026-04-22

HDV

ISHARES TR

4.59%

Shares1.7K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES TR

0.18%

Shares551

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

0.00%

Shares776

Event2026-03-31

Filed2026-04-22

MAS

MASCO CORP

-5.73%

Shares3.8K

Event2026-03-31

Filed2026-04-22

VEA

VANGUARD TAX-MANAGED FDS

New

Shares3.3K

Event2026-03-31

Filed2026-04-22

SOUTHERN CO

New

Shares2.2K

Event2026-03-31

Filed2026-04-22

SPSB

SPDR SERIES TRUST

0.39%

Shares7.0K

Event2026-03-31

Filed2026-04-22

CRM

SALESFORCE INC

2.03%

Shares1.1K

Event2026-03-31

Filed2026-04-22

FALN

ISHARES TR

New

Shares7.7K

Event2026-03-31

Filed2026-04-22

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available