Sponsored

The Analysis of Strategic Family Wealth Counselors, L.L.C.'s Holdings & P&L

Currently, Strategic Family Wealth Counselors, L.L.C. holds 161 types of securities in its portfolio with a total value $380.6M. In the most recent quarter, they have increased their positions in VCRB (+18.9K shares, valued at $1.5M), CGCB (+42.3K shares, valued at $1.1M), FBTC (+16.8K shares, valued at $989.5K); decreased their positions in NVDA (-22.2K shares, valued at $3.9M), AAPL (-11.6K shares, valued at $2.9M), MSFT (-7.2K shares, valued at $2.7M); initiated new positions in FBTC (+16.8K shares, valued at $989.5K), SPYM (+5.5K shares, valued at $419.8K), DOCN (+3.0K shares, valued at $253.1K).

1M P&L

-30.8M-6.87%

3M P&L

-81.5M-16.34%

HY P&L

-72.1M-14.73%

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/A277.4M

68.7%

2Electronic Gaming & Multimedia20.6M

5.1%

3Semiconductors14.9M

3.7%

Top Industries by Stock Count

1N/A95 stocks

47.5%

2Software - Application7 stocks

3.5%

3Semiconductors6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR527.1K shares-0.88%2026-03-312026-05-11

RBLX ROBLOX CORP261.5K shares-0.05%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR457.3K shares-0.70%2026-03-312026-05-11

VYM VANGUARD WHITEHALL FDS84.7K shares1.08%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T18.8K shares-0.13%2026-03-312026-05-11

CGGR CAPITAL GROUP GROWTH ETF284.8K shares1.53%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR428.1K shares-1.97%2026-03-312026-05-11

SCHA SCHWAB STRATEGIC TR374.5K shares-3.54%2026-03-312026-05-11

Sponsored

SCHM SCHWAB STRATEGIC TR348.1K shares-3.29%2026-03-312026-05-11

DLN WISDOMTREE TR119.7K shares0.38%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T52.4K shares-2.57%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS127.5K shares17.40%2026-03-312026-05-11

UBER UBER TECHNOLOGIES INC124.6K shares-2.67%2026-03-312026-05-11

CGCB CAPITAL GRP FIXED INCM ETF T339.9K shares14.20%2026-03-312026-05-11

SDY SPDR SERIES TRUST61.1K shares-0.88%2026-03-312026-05-11

VTV VANGUARD INDEX FDS43.8K shares2.77%2026-03-312026-05-11

Sponsored

AAPL APPLE INC32.2K shares-26.49%2026-03-312026-05-11

NVDA NVIDIA CORPORATION45.2K shares-32.90%2026-03-312026-05-11

FVD FIRST TR EXCHANGE-TRADED FD145.2K shares-1.92%2026-03-312026-05-11

IWF ISHARES TR15.3K shares1.90%2026-03-312026-05-11

SCHB SCHWAB STRATEGIC TR247.9K shares0.72%2026-03-312026-05-11

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II84.6K shares-1.57%2026-03-312026-05-11

AOR ISHARES TR94.5K shares1.68%2026-03-312026-05-11

ARKK ARK ETF TR89.0K shares-8.60%2026-03-312026-05-11

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T201.5K shares2.19%2026-03-312026-05-11

HDV ISHARES TR37.3K shares-0.90%2026-03-312026-05-11

PFE PFIZER INC175.7K shares-3.61%2026-03-312026-05-11

COWZ PACER FDS TR77.4K shares-1.50%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F84.7K shares2.75%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS7.0K shares4.56%2026-03-312026-05-11

VUG VANGUARD INDEX FDS9.5K shares0.27%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR7.1K shares7.51%2026-03-312026-05-11

Sponsored

MSFT MICROSOFT CORP10.3K shares-41.12%2026-03-312026-05-11

VO VANGUARD INDEX FDS11.6K shares0.69%2026-03-312026-05-11

VNLA JANUS DETROIT STR TR66.1K shares1.99%2026-03-312026-05-11

BSCQ INVESCO EXCH TRD SLF IDX FD157.9K shares3.90%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F21.6K shares7.80%2026-03-312026-05-11

VB VANGUARD INDEX FDS11.2K shares0.83%2026-03-312026-05-11

VGT VANGUARD WORLD FD4.1K shares-4.11%2026-03-312026-05-11

AMZN AMAZON COM INC12.4K shares-37.68%2026-03-312026-05-11

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE58.1K shares16.98%2026-03-312026-05-11

V VISA INC7.9K shares-6.65%2026-03-312026-05-11

ACWI ISHARES TR16.1K shares0.49%2026-03-312026-05-11

VPLS VANGUARD MALVERN FDS27.7K shares-3.42%2026-03-312026-05-11

USMV ISHARES TR22.8K shares-1.14%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR16.7K shares0.00%2026-03-312026-05-11

UTG REAVES UTIL INCOME FD49.9K shares0.41%2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR77.4K shares-0.26%2026-03-312026-05-11

Sponsored

CGGO CAPITAL GROUP GBL GROWTH EQT56.1K shares13.65%2026-03-312026-05-11

SCZ ISHARES TR23.0K shares-3.46%2026-03-312026-05-11

IWR ISHARES TR16.9K shares0.00%2026-03-312026-05-11

BSCR INVESCO EXCH TRD SLF IDX FD79.9K shares7.12%2026-03-312026-05-11

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF34.8K shares2.09%2026-03-312026-05-11

BITWISE FUNDS TRUST BITWISE FUNDS TRUST80.3K shares-4.29%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO5.1K shares-41.68%2026-03-312026-05-11

SCHC SCHWAB STRATEGIC TR31.8K shares0.84%2026-03-312026-05-11

Sponsored

SHM SPDR SERIES TRUST29.7K shares0.00%2026-03-312026-05-11

TOTL SSGA ACTIVE ETF TR35.5K shares10.61%2026-03-312026-05-11

DON WISDOMTREE TR24.8K shares6.65%2026-03-312026-05-11

META META PLATFORMS INC2.2K shares-46.58%2026-03-312026-05-11

CGCP CAPITAL GRP FIXED INCM ETF T56.3K shares4.26%2026-03-312026-05-11

ALPHABET INC ALPHABET INC4.3K shares-60.16%2026-03-312026-05-11

IWS ISHARES TR8.0K shares0.00%2026-03-312026-05-11

IVE ISHARES TR5.3K shares0.57%2026-03-312026-05-11

Sponsored

TSLA TESLA INC3.0K shares-32.57%2026-03-312026-05-11

ALPHABET INC ALPHABET INC3.8K shares-54.79%2026-03-312026-05-11

SPSK TIDAL TRUST I58.6K shares0.53%2026-03-312026-05-11

VBK VANGUARD INDEX FDS3.4K shares-4.31%2026-03-312026-05-11

FBTC FIDELITY WISE ORIGIN BITCOIN16.8K sharesnew addition2026-03-312026-05-11

IWV ISHARES TR2.6K shares-1.27%2026-03-312026-05-11

RS RELIANCE INC3.2K shares-6.33%2026-03-312026-05-11

JEPI J P MORGAN EXCHANGE TRADED F16.8K shares0.08%2026-03-312026-05-11

Sponsored

BROADCOM INC BROADCOM INC3.0K shares-60.49%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON3.8K shares-45.18%2026-03-312026-05-11

TWLO TWILIO INC7.2K shares0.00%2026-03-312026-05-11

IJT ISHARES TR5.8K shares5.03%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION833 shares-35.77%2026-03-312026-05-11

DIS DISNEY WALT CO8.6K shares-26.12%2026-03-312026-05-11

IVV ISHARES TR1.3K shares0.00%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC2.4K shares0.13%2026-03-312026-05-11

Sponsored

IVW ISHARES TR7.1K shares0.00%2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD11.6K shares-0.23%2026-03-312026-05-11

IWD ISHARES TR3.7K shares34.85%2026-03-312026-05-11

SIXG ETF SER SOLUTIONS11.6K shares1.26%2026-03-312026-05-11

ABBV ABBVIE INC3.4K shares-39.41%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR15.0K shares0.00%2026-03-312026-05-11

BXMT BLACKSTONE MORTGAGE TRUST IN36.0K shares0.95%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR6.0K shares8.11%2026-03-312026-05-11

Sponsored

T AT&T INC20.6K shares-42.11%2026-03-312026-05-11

UNP UNION PAC CORP2.4K shares-4.79%2026-03-312026-05-11

MUB ISHARES TR5.5K shares0.02%2026-03-312026-05-11

AOA ISHARES TR6.5K shares0.00%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.0K shares-34.15%2026-03-312026-05-11

BSCS INVESCO EXCH TRD SLF IDX FD26.6K shares0.78%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC10.7K shares-12.93%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR17.3K shares1.70%2026-03-312026-05-11

Sponsored

AXP AMERICAN EXPRESS CO1.7K shares-51.63%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II9.4K shares28.01%2026-03-312026-05-11

MOAT VANECK ETF TRUST4.8K shares0.00%2026-03-312026-05-11

CGSD CAPITAL GRP FIXED INCM ETF T17.6K shares0.00%2026-03-312026-05-11

XLY SELECT SECTOR SPDR TR4.1K shares2.35%2026-03-312026-05-11

GBIL GOLDMAN SACHS ETF TR4.4K shares23.80%2026-03-312026-05-11

XOM EXXON MOBIL CORP2.6K shares-36.33%2026-03-312026-05-11

SPYM SPDR SERIES TRUST5.5K sharesnew addition2026-03-312026-05-11

Sponsored

IHDG WISDOMTREE TR8.6K shares-5.77%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO4.8K shares0.00%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR8.2K shares0.32%2026-03-312026-05-11

AMGN AMGEN INC1.2K shares0.17%2026-03-312026-05-11

BSCT INVESCO EXCH TRD SLF IDX FD21.6K shares0.72%2026-03-312026-05-11

LLY ELI LILLY & CO433 shares-74.21%2026-03-312026-05-11

BAC BANK AMERICA CORP8.1K shares-52.02%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR8.6K shares0.00%2026-03-312026-05-11

Sponsored

DVY ISHARES TR2.6K shares0.00%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.7K shares-6.40%2026-03-312026-05-11

PWB INVESCO EXCHANGE TRADED FD T3.0K shares0.00%2026-03-312026-05-11

WRBY WARBY PARKER INC17.3K shares-0.82%2026-03-312026-05-11

DGRW WISDOMTREE TR4.1K shares0.02%2026-03-312026-05-11

SCHH SCHWAB STRATEGIC TR16.5K shares-14.77%2026-03-312026-05-11

GSIE GOLDMAN SACHS ETF TR8.1K shares0.00%2026-03-312026-05-11

NFLX NETFLIX INC.3.6K shares3.27%2026-03-312026-05-11

Sponsored

BIV VANGUARD BD INDEX FDS4.4K shares3.76%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC2.8K shares-2.72%2026-03-312026-05-11

GLD SPDR GOLD TR789 shares1.41%2026-03-312026-05-11

TGT TARGET CORP2.8K shares-44.20%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR5.4K shares0.07%2026-03-312026-05-11

MA MASTERCARD INCORPORATED656 shares-59.03%2026-03-312026-05-11

CSCO CISCO SYS INC4.2K shares0.00%2026-03-312026-05-11

VXF VANGUARD INDEX FDS1.6K shares-11.05%2026-03-312026-05-11

Sponsored

HSY HERSHEY CO1.5K shares-2.73%2026-03-312026-05-11

BSCU INVESCO EXCH TRD SLF IDX FD19.0K shares0.55%2026-03-312026-05-11

TXN TEXAS INSTRS INC1.6K shares-31.86%2026-03-312026-05-11

USB US BANCORP5.9K shares-36.09%2026-03-312026-05-11

SYY SYSCO CORP4.1K shares-0.61%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC2.6K shares-44.17%2026-03-312026-05-11

VTRS VIATRIS INC21.4K shares0.00%2026-03-312026-05-11

FULT FULTON FINL CORP PA13.9K shares0.00%2026-03-312026-05-11

Sponsored

NEE NEXTERA ENERGY INC3.0K shares-36.59%2026-03-312026-05-11

DIA STATE STR SPDR DOW JONES IND575 shares0.00%2026-03-312026-05-11

IJJ ISHARES TR1.9K shares-0.52%2026-03-312026-05-11

DOCN DIGITALOCEAN HLDGS INC3.0K sharesnew addition2026-03-312026-05-11

VRT VERTIV HOLDINGS CO1.0K shares-34.16%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS2.8K shares0.00%2026-03-312026-05-11

RY ROYAL BK CDA1.5K shares-0.07%2026-03-312026-05-11

VOE VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-05-11

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F3.4K shares0.00%2026-03-312026-05-11

FDVV FIDELITY COVINGTON TRUST4.1K shares0.79%2026-03-312026-05-11

MO ALTRIA GROUP INC3.3K sharesnew addition2026-03-312026-05-11

SO SOUTHERN CO2.2K sharesnew addition2026-03-312026-05-11

HON HONEYWELL INTL INC945 shares-10.93%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR1.6K shares0.00%2026-03-312026-05-11

WMT WALMART INC1.7K shares-72.79%2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40342 shares0.29%2026-03-312026-05-11

Sponsored

UPST UPSTART HLDGS INC8.0K shares0.36%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC603 shares-78.78%2026-03-312026-05-11

MLPX GLOBAL X FDS2.8K sharesnew addition2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC780 sharesnew addition2026-03-312026-05-11

VODAFONE GROUP PLC VODAFONE GROUP PLC10.5K shares-2.62%2026-03-312026-05-11

S SENTINELONE INC7.8K sharesnew addition2026-03-312026-05-11

AVXL ANAVEX LIFE SCIENCES CORP8.0K sharesnew addition2026-03-312026-05-11

CLOV CLOVER HEALTH INVESTMENTS CO12.3K shares0.00%2026-03-312026-05-11

Sponsored

MIST MILESTONE PHARMACEUTICALS IN13.9K shares9.47%2026-03-312026-05-11

SCHG

SCHWAB STRATEGIC TR

-0.88%

Shares527.1K

Event2026-03-31

Filed2026-05-11

RBLX

ROBLOX CORP

-0.05%

Shares261.5K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

-0.70%

Shares457.3K

Event2026-03-31

Filed2026-05-11

VYM

VANGUARD WHITEHALL FDS

1.08%

Shares84.7K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-0.13%

Shares18.8K

Event2026-03-31

Filed2026-05-11

CGGR

CAPITAL GROUP GROWTH ETF

1.53%

Shares284.8K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-1.97%

Shares428.1K

Event2026-03-31

Filed2026-05-11

SCHA

SCHWAB STRATEGIC TR

-3.54%

Shares374.5K

Event2026-03-31

Filed2026-05-11

SCHM

SCHWAB STRATEGIC TR

-3.29%

Shares348.1K

Event2026-03-31

Filed2026-05-11

DLN

WISDOMTREE TR

0.38%

Shares119.7K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

-2.57%

Shares52.4K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

17.40%

Shares127.5K

Event2026-03-31

Filed2026-05-11

UBER

UBER TECHNOLOGIES INC

-2.67%

Shares124.6K

Event2026-03-31

Filed2026-05-11

CGCB

CAPITAL GRP FIXED INCM ETF T

14.20%

Shares339.9K

Event2026-03-31

Filed2026-05-11

SDY

SPDR SERIES TRUST

-0.88%

Shares61.1K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

2.77%

Shares43.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

-26.49%

Shares32.2K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

-32.90%

Shares45.2K

Event2026-03-31

Filed2026-05-11

FVD

FIRST TR EXCHANGE-TRADED FD

-1.92%

Shares145.2K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

1.90%

Shares15.3K

Event2026-03-31

Filed2026-05-11

SCHB

SCHWAB STRATEGIC TR

0.72%

Shares247.9K

Event2026-03-31

Filed2026-05-11

INVESCO EXCH TRADED FD TR II

-1.57%

Shares84.6K

Event2026-03-31

Filed2026-05-11

AOR

ISHARES TR

1.68%

Shares94.5K

Event2026-03-31

Filed2026-05-11

ARKK

ARK ETF TR

-8.60%

Shares89.0K

Event2026-03-31

Filed2026-05-11

CGMS

CAPITAL GRP FIXED INCM ETF T

2.19%

Shares201.5K

Event2026-03-31

Filed2026-05-11

HDV

ISHARES TR

-0.90%

Shares37.3K

Event2026-03-31

Filed2026-05-11

PFE

PFIZER INC

-3.61%

Shares175.7K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

-1.50%

Shares77.4K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

2.75%

Shares84.7K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

4.56%

Shares7.0K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

0.27%

Shares9.5K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

7.51%

Shares7.1K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-41.12%

Shares10.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.69%

Shares11.6K

Event2026-03-31

Filed2026-05-11

VNLA

JANUS DETROIT STR TR

1.99%

Shares66.1K

Event2026-03-31

Filed2026-05-11

BSCQ

INVESCO EXCH TRD SLF IDX FD

3.90%

Shares157.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INTL EQUITY INDEX F

7.80%

Shares21.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

0.83%

Shares11.2K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

-4.11%

Shares4.1K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

-37.68%

Shares12.4K

Event2026-03-31

Filed2026-05-11

CGDV

CAPITAL GROUP DIVIDEND VALUE

16.98%

Shares58.1K

Event2026-03-31

Filed2026-05-11

VISA INC

-6.65%

Shares7.9K

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES TR

0.49%

Shares16.1K

Event2026-03-31

Filed2026-05-11

VPLS

VANGUARD MALVERN FDS

-3.42%

Shares27.7K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-1.14%

Shares22.8K

Event2026-03-31

Filed2026-05-11

GSLC

GOLDMAN SACHS ETF TR

0.00%

Shares16.7K

Event2026-03-31

Filed2026-05-11

UTG

REAVES UTIL INCOME FD

0.41%

Shares49.9K

Event2026-03-31

Filed2026-05-11

SCHF

SCHWAB STRATEGIC TR

-0.26%

Shares77.4K

Event2026-03-31

Filed2026-05-11

CGGO

CAPITAL GROUP GBL GROWTH EQT

13.65%

Shares56.1K

Event2026-03-31

Filed2026-05-11

SCZ

ISHARES TR

-3.46%

Shares23.0K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-11

BSCR

INVESCO EXCH TRD SLF IDX FD

7.12%

Shares79.9K

Event2026-03-31

Filed2026-05-11

BITWISE 10 CRYPTO INDEX ETF

2.09%

Shares34.8K

Event2026-03-31

Filed2026-05-11

BITWISE FUNDS TRUST

-4.29%

Shares80.3K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

-41.68%

Shares5.1K

Event2026-03-31

Filed2026-05-11

SCHC

SCHWAB STRATEGIC TR

0.84%

Shares31.8K

Event2026-03-31

Filed2026-05-11

SHM

SPDR SERIES TRUST

0.00%

Shares29.7K

Event2026-03-31

Filed2026-05-11

TOTL

SSGA ACTIVE ETF TR

10.61%

Shares35.5K

Event2026-03-31

Filed2026-05-11

DON

WISDOMTREE TR

6.65%

Shares24.8K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

-46.58%

Shares2.2K

Event2026-03-31

Filed2026-05-11

CGCP

CAPITAL GRP FIXED INCM ETF T

4.26%

Shares56.3K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-60.16%

Shares4.3K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

0.57%

Shares5.3K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

-32.57%

Shares3.0K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-54.79%

Shares3.8K

Event2026-03-31

Filed2026-05-11

SPSK

TIDAL TRUST I

0.53%

Shares58.6K

Event2026-03-31

Filed2026-05-11

VBK

VANGUARD INDEX FDS

-4.31%

Shares3.4K

Event2026-03-31

Filed2026-05-11

FBTC

FIDELITY WISE ORIGIN BITCOIN

New

Shares16.8K

Event2026-03-31

Filed2026-05-11

IWV

ISHARES TR

-1.27%

Shares2.6K

Event2026-03-31

Filed2026-05-11

RELIANCE INC

-6.33%

Shares3.2K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

0.08%

Shares16.8K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

-60.49%

Shares3.0K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-45.18%

Shares3.8K

Event2026-03-31

Filed2026-05-11

TWLO

TWILIO INC

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-11

IJT

ISHARES TR

5.03%

Shares5.8K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

-35.77%

Shares833

Event2026-03-31

Filed2026-05-11

DIS

DISNEY WALT CO

-26.12%

Shares8.6K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.13%

Shares2.4K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

-0.23%

Shares11.6K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

34.85%

Shares3.7K

Event2026-03-31

Filed2026-05-11

SIXG

ETF SER SOLUTIONS

1.26%

Shares11.6K

Event2026-03-31

Filed2026-05-11

ABBV

ABBVIE INC

-39.41%

Shares3.4K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-11

BXMT

BLACKSTONE MORTGAGE TRUST IN

0.95%

Shares36.0K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

8.11%

Shares6.0K

Event2026-03-31

Filed2026-05-11

AT&T INC

-42.11%

Shares20.6K

Event2026-03-31

Filed2026-05-11

UNP

UNION PAC CORP

-4.79%

Shares2.4K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

0.02%

Shares5.5K

Event2026-03-31

Filed2026-05-11

AOA

ISHARES TR

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

-34.15%

Shares2.0K

Event2026-03-31

Filed2026-05-11

BSCS

INVESCO EXCH TRD SLF IDX FD

0.78%

Shares26.6K

Event2026-03-31

Filed2026-05-11

VERIZON COMMUNICATIONS INC

-12.93%

Shares10.7K

Event2026-03-31

Filed2026-05-11

SCHV

SCHWAB STRATEGIC TR

1.70%

Shares17.3K

Event2026-03-31

Filed2026-05-11

AXP

AMERICAN EXPRESS CO

-51.63%

Shares1.7K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

28.01%

Shares9.4K

Event2026-03-31

Filed2026-05-11

MOAT

VANECK ETF TRUST

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-11

CGSD

CAPITAL GRP FIXED INCM ETF T

0.00%

Shares17.6K

Event2026-03-31

Filed2026-05-11

XLY

SELECT SECTOR SPDR TR

2.35%

Shares4.1K

Event2026-03-31

Filed2026-05-11

GBIL

GOLDMAN SACHS ETF TR

23.80%

Shares4.4K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-36.33%

Shares2.6K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

New

Shares5.5K

Event2026-03-31

Filed2026-05-11

IHDG

WISDOMTREE TR

-5.77%

Shares8.6K

Event2026-03-31

Filed2026-05-11

COLGATE PALMOLIVE CO

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-11

XLF

SELECT SECTOR SPDR TR

0.32%

Shares8.2K

Event2026-03-31

Filed2026-05-11

AMGN

AMGEN INC

0.17%

Shares1.2K

Event2026-03-31

Filed2026-05-11

BSCT

INVESCO EXCH TRD SLF IDX FD

0.72%

Shares21.6K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

-74.21%

Shares433

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-52.02%

Shares8.1K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-11

DVY

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

-6.40%

Shares2.7K

Event2026-03-31

Filed2026-05-11

PWB

INVESCO EXCHANGE TRADED FD T

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

WRBY

WARBY PARKER INC

-0.82%

Shares17.3K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE TR

0.02%

Shares4.1K

Event2026-03-31

Filed2026-05-11

SCHH

SCHWAB STRATEGIC TR

-14.77%

Shares16.5K

Event2026-03-31

Filed2026-05-11

GSIE

GOLDMAN SACHS ETF TR

0.00%

Shares8.1K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

3.27%

Shares3.6K

Event2026-03-31

Filed2026-05-11

BIV

VANGUARD BD INDEX FDS

3.76%

Shares4.4K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

-2.72%

Shares2.8K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

1.41%

Shares789

Event2026-03-31

Filed2026-05-11

TGT

TARGET CORP

-44.20%

Shares2.8K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

0.07%

Shares5.4K

Event2026-03-31

Filed2026-05-11

MASTERCARD INCORPORATED

-59.03%

Shares656

Event2026-03-31

Filed2026-05-11

CSCO

CISCO SYS INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-11.05%

Shares1.6K

Event2026-03-31

Filed2026-05-11

HSY

HERSHEY CO

-2.73%

Shares1.5K

Event2026-03-31

Filed2026-05-11

BSCU

INVESCO EXCH TRD SLF IDX FD

0.55%

Shares19.0K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

-31.86%

Shares1.6K

Event2026-03-31

Filed2026-05-11

USB

US BANCORP

-36.09%

Shares5.9K

Event2026-03-31

Filed2026-05-11

SYY

SYSCO CORP

-0.61%

Shares4.1K

Event2026-03-31

Filed2026-05-11

CITIGROUP INC

-44.17%

Shares2.6K

Event2026-03-31

Filed2026-05-11

VTRS

VIATRIS INC

0.00%

Shares21.4K

Event2026-03-31

Filed2026-05-11

FULT

FULTON FINL CORP PA

0.00%

Shares13.9K

Event2026-03-31

Filed2026-05-11

NEE

NEXTERA ENERGY INC

-36.59%

Shares3.0K

Event2026-03-31

Filed2026-05-11

DIA

STATE STR SPDR DOW JONES IND

0.00%

Shares575

Event2026-03-31

Filed2026-05-11

IJJ

ISHARES TR

-0.52%

Shares1.9K

Event2026-03-31

Filed2026-05-11

DOCN

DIGITALOCEAN HLDGS INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

VRT

VERTIV HOLDINGS CO

-34.16%

Shares1.0K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-11

ROYAL BK CDA

-0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-11

VOE

VANGUARD INDEX FDS

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

J P MORGAN EXCHANGE TRADED F

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-11

FDVV

FIDELITY COVINGTON TRUST

0.79%

Shares4.1K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-11

SOUTHERN CO

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

HON

HONEYWELL INTL INC

-10.93%

Shares945

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

-72.79%

Shares1.7K

Event2026-03-31

Filed2026-05-11

MDY

STATE STR SPDR S&P MIDCAP 40

0.29%

Shares342

Event2026-03-31

Filed2026-05-11

UPST

UPSTART HLDGS INC

0.36%

Shares8.0K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

-78.78%

Shares603

Event2026-03-31

Filed2026-05-11

MLPX

GLOBAL X FDS

New

Shares2.8K

Event2026-03-31

Filed2026-05-11

ITW

ILLINOIS TOOL WKS INC

New

Shares780

Event2026-03-31

Filed2026-05-11

VODAFONE GROUP PLC

-2.62%

Shares10.5K

Event2026-03-31

Filed2026-05-11

SENTINELONE INC

New

Shares7.8K

Event2026-03-31

Filed2026-05-11

AVXL

ANAVEX LIFE SCIENCES CORP

New

Shares8.0K

Event2026-03-31

Filed2026-05-11

CLOV

CLOVER HEALTH INVESTMENTS CO

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-11

MIST

MILESTONE PHARMACEUTICALS IN

9.47%

Shares13.9K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

S Call CallSENTINELONE INC7.0K sharesnew addition2026-03-312026-05-11

AVXL Call CallANAVEX LIFE SCIENCES CORP11.0K sharesnew addition2026-03-312026-05-11

S Call

SENTINELONE INC

New

Shares7.0K

Event2026-03-31

Filed2026-05-11

AVXL Call

ANAVEX LIFE SCIENCES CORP

New

Shares11.0K

Event2026-03-31

Filed2026-05-11

Put Option Holdings

No put option holdings data available