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The Analysis of Summit Financial, LLC's Holdings & P&L

Currently, Summit Financial, LLC holds 1397 types of securities in its portfolio with a total value $7.8B. In the most recent quarter, they have increased their positions in SPYG (+376.1K shares, valued at $36.8M), AAPL (+128.0K shares, valued at $32.5M), SPYV (+562.0K shares, valued at $31.8M); decreased their positions in WPM (-66.6K shares, valued at $8.7M), ICSH (-113.9K shares, valued at $5.8M), PSLV (-229.6K shares, valued at $5.6M); initiated new positions in SPMB (+672.9K shares, valued at $15.1M), JSCP (+279.2K shares, valued at $13.2M), VTIP (+227.8K shares, valued at $11.4M).

1M P&L

+132.2M+2.04%

3M P&L

-574.7M-7.98%

HY P&L

-275.8M-4.00%

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/A4.4B

69.7%

2Software - Infrastructure203.5M

3.2%

3Semiconductors175.4M

2.8%

Top Industries by Stock Count

1N/A680 stocks

56.3%

2Software - Application20 stocks

1.7%

3Banks - Regional18 stocks

1.5%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VTI VANGUARD INDEX FDS1.7M shares4.24%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F3.5M shares3.39%2026-03-312026-05-15

AAPL APPLE INC660.0K shares24.07%2026-03-312026-05-15

IVV ISHARES TR256.0K shares11.15%2026-03-312026-05-15

VUG VANGUARD INDEX FDS284.1K shares16.79%2026-03-312026-05-15

NVDA NVIDIA CORPORATION689.9K shares8.86%2026-03-312026-05-15

VTV VANGUARD INDEX FDS552.9K shares14.76%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T148.7K shares2.12%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS162.0K shares4.18%2026-03-312026-05-15

JBND J P MORGAN EXCHANGE TRADED F1.7M shares22.38%2026-03-312026-05-15

MSFT MICROSOFT CORP237.1K shares7.06%2026-03-312026-05-15

AMZN AMAZON COM INC407.9K shares15.00%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II344.6K shares0.68%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL166.5K shares3.58%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR122.9K shares11.33%2026-03-312026-05-15

PYLD PIMCO ETF TR2.5M shares4.82%2026-03-312026-05-15

Sponsored

SPYG SPDR SERIES TRUST658.0K shares133.40%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO196.2K shares4.23%2026-03-312026-05-15

SPYV SPDR SERIES TRUST965.5K shares139.31%2026-03-312026-05-15

ALPHABET INC ALPHABET INC185.7K shares70.24%2026-03-312026-05-15

IBDY ISHARES TR2.0M shares4.43%2026-03-312026-05-15

IEFA ISHARES TR566.2K shares15.98%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS774.7K shares8.09%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC330.3K shares-5.36%2026-03-312026-05-15

Sponsored

VBR VANGUARD INDEX FDS215.8K shares9.94%2026-03-312026-05-15

META META PLATFORMS INC80.7K shares42.11%2026-03-312026-05-15

IBDZ ISHARES TR1.8M shares5.91%2026-03-312026-05-15

BROADCOM INC BROADCOM INC141.1K shares42.91%2026-03-312026-05-15

SHV ISHARES TR380.8K shares69.06%2026-03-312026-05-15

BINC BLACKROCK ETF TRUST II774.5K shares82.84%2026-03-312026-05-15

IBDX ISHARES TR1.6M shares4.13%2026-03-312026-05-15

IBDW ISHARES TR1.9M shares4.04%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR807.4K shares6.61%2026-03-312026-05-15

TSLA TESLA INC99.6K shares-0.99%2026-03-312026-05-15

IWM ISHARES TR148.4K shares10.99%2026-03-312026-05-15

VO VANGUARD INDEX FDS127.8K shares12.71%2026-03-312026-05-15

VOE VANGUARD INDEX FDS195.0K shares15.58%2026-03-312026-05-15

IBDV ISHARES TR1.6M shares2.23%2026-03-312026-05-15

EFAV ISHARES TR374.3K shares0.72%2026-03-312026-05-15

IUSB ISHARES TR714.4K shares19.28%2026-03-312026-05-15

Sponsored

AGG ISHARES TR321.1K shares5.01%2026-03-312026-05-15

WPM WHEATON PRECIOUS METALS CORP241.4K shares-21.62%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC37.2K shares26.81%2026-03-312026-05-15

SMH VANECK ETF TRUST80.9K shares11.62%2026-03-312026-05-15

TLT ISHARES TR355.1K shares-4.43%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS366.3K shares4.63%2026-03-312026-05-15

WMT WALMART INC242.8K shares-6.41%2026-03-312026-05-15

XOM EXXON MOBIL CORP175.9K shares3.90%2026-03-312026-05-15

Sponsored

IJH ISHARES TR436.9K shares0.96%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T152.9K shares0.76%2026-03-312026-05-15

ITOT ISHARES TR205.0K shares31.92%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON118.8K shares17.60%2026-03-312026-05-15

VB VANGUARD INDEX FDS110.1K shares12.06%2026-03-312026-05-15

IEMG ISHARES INC400.0K shares60.75%2026-03-312026-05-15

SCHG SCHWAB STRATEGIC TR938.4K shares18.34%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION26.2K shares42.33%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC36.9K shares185.02%2026-03-312026-05-15

LLY ELI LILLY & CO28.3K shares85.74%2026-03-312026-05-15

AVEM AMERICAN CENTY ETF TR321.8K shares67.19%2026-03-312026-05-15

IBDU ISHARES TR1.1M shares4.22%2026-03-312026-05-15

PDP INVESCO EXCHANGE TRADED FD T210.7K shares-2.04%2026-03-312026-05-15

GLD SPDR GOLD TR57.6K shares-4.53%2026-03-312026-05-15

IVE ISHARES TR114.6K shares5.41%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F422.8K shares11.88%2026-03-312026-05-15

Sponsored

SCHR SCHWAB STRATEGIC TR916.8K shares49.59%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR256.6K shares-4.99%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR490.7K shares14.50%2026-03-312026-05-15

AIQ GLOBAL X FDS481.1K shares3.41%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS147.8K shares19.84%2026-03-312026-05-15

NFLX NETFLIX INC.227.1K shares13.85%2026-03-312026-05-15

SDVY FIRST TR EXCHANGE TRADED FD532.9K shares1.88%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND44.9K shares0.33%2026-03-312026-05-15

Sponsored

MOAT VANECK ETF TRUST215.4K shares1.60%2026-03-312026-05-15

V VISA INC66.6K shares42.47%2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR768.3K shares22.69%2026-03-312026-05-15

ABBV ABBVIE INC89.0K shares30.63%2026-03-312026-05-15

VPLS VANGUARD MALVERN FDS249.1K shares4.69%2026-03-312026-05-15

UUUU ENERGY FUELS INC1.0M shares0.79%2026-03-312026-05-15

IWF ISHARES TR44.1K shares9.06%2026-03-312026-05-15

AMAT APPLIED MATLS INC54.3K shares259.76%2026-03-312026-05-15

Sponsored

DIVO AMPLIFY ETF TR407.7K shares0.98%2026-03-312026-05-15

IWD ISHARES TR84.5K shares33.67%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC148.4K shares7.76%2026-03-312026-05-15

AVDE AMERICAN CENTY ETF TR210.4K shares2.78%2026-03-312026-05-15

JMUB J P MORGAN EXCHANGE TRADED F355.4K shares23.80%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS79.5K shares107.94%2026-03-312026-05-15

IJR ISHARES TR131.2K shares-9.01%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR122.3K shares27.86%2026-03-312026-05-15

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC47.8K shares-0.01%2026-03-312026-05-15

VOOG VANGUARD ADMIRAL FDS INC39.7K shares50.51%2026-03-312026-05-15

EWJ ISHARES INC188.4K shares-1.45%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR517.0K shares3.51%2026-03-312026-05-15

NUGT DIREXION SHARES ETF TRUST83.0K shares0.00%2026-03-312026-05-15

SPDW SPDR INDEX SHS FDS341.3K shares232.97%2026-03-312026-05-15

VXUS VANGUARD STAR FDS200.3K shares87.81%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP625.5K shares-26.85%2026-03-312026-05-15

Sponsored

SPMB SPDR SERIES TRUST672.9K sharesnew addition2026-03-312026-05-15

IGSB ISHARES TR277.6K shares-10.14%2026-03-312026-05-15

CVX CHEVRON CORPORATION69.9K shares31.01%2026-03-312026-05-15

IWO ISHARES TR45.8K shares12.92%2026-03-312026-05-15

VFLO VICTORY PORTFOLIOS II360.3K shares-5.49%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC69.8K shares-3.63%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC86.5K shares144.06%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP399.3K shares-4.77%2026-03-312026-05-15

Sponsored

BA BOEING CO70.7K shares212.51%2026-03-312026-05-15

SPEM SPDR INDEX SHS FDS297.7K shares163.15%2026-03-312026-05-15

BAC BANK AMERICA CORP285.8K shares87.46%2026-03-312026-05-15

IBDT ISHARES TR548.9K shares3.88%2026-03-312026-05-15

SPTS SPDR SERIES TRUST475.5K shares3544.01%2026-03-312026-05-15

SPIB SPDR SERIES TRUST412.3K shares28.73%2026-03-312026-05-15

CCJ CAMECO CORP127.2K shares-1.09%2026-03-312026-05-15

ET ENERGY TRANSFER L P710.7K shares-0.03%2026-03-312026-05-15

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F239.9K shares23.71%2026-03-312026-05-15

ANGL VANECK ETF TRUST472.8K shares3.55%2026-03-312026-05-15

BIV VANGUARD BD INDEX FDS175.4K shares163.05%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II119.3K shares11.89%2026-03-312026-05-15

JSCP J P MORGAN EXCHANGE TRADED F279.2K sharesnew addition2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS16.5K shares28.80%2026-03-312026-05-15

EMHY ISHARES INC319.5K shares-0.44%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC37.0K shares65.99%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC157.0K shares16.94%2026-03-312026-05-15

VXX BARCLAYS BANK PLC339.6K shares1476.54%2026-03-312026-05-15

HD HOME DEPOT INC36.8K shares5.46%2026-03-312026-05-15

URI UNITED RENTALS INC16.3K shares300.74%2026-03-312026-05-15

DGRO ISHARES TR168.7K shares2.46%2026-03-312026-05-15

AVLV AMERICAN CENTY ETF TR146.4K shares463.87%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO38.6K shares8.95%2026-03-312026-05-15

SPSB SPDR SERIES TRUST384.0K shares56.21%2026-03-312026-05-15

Sponsored

SPYI NEOS ETF TRUST233.5K shares36.88%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS227.8K sharesnew addition2026-03-312026-05-15

XLG INVESCO EXCHANGE TRADED FD T208.1K shares-17.72%2026-03-312026-05-15

SCHC SCHWAB STRATEGIC TR240.3K shares1.45%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS46.2K shares-21.36%2026-03-312026-05-15

COF CAPITAL ONE FINL CORP60.9K shares118.15%2026-03-312026-05-15

AXSM AXSOME THERAPEUTICS INC.65.2K shares-7.62%2026-03-312026-05-15

MDYV SPDR SERIES TRUST129.2K sharesnew addition2026-03-312026-05-15

Sponsored

FTWO EA SERIES TRUST240.4K shares6.61%2026-03-312026-05-15

MDYG SPDR SERIES TRUST113.7K sharesnew addition2026-03-312026-05-15

GPZ VANECK ETF TRUST500.9K shares0.99%2026-03-312026-05-15

IWP ISHARES TR83.7K shares132.46%2026-03-312026-05-15

BIL SPDR SERIES TRUST116.5K shares-23.60%2026-03-312026-05-15

SPYM SPDR SERIES TRUST139.2K shares23.42%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR427.7K shares19.25%2026-03-312026-05-15

QUAL ISHARES TR55.2K shares47.90%2026-03-312026-05-15

Sponsored

MUB ISHARES TR99.2K shares21.66%2026-03-312026-05-15

PG PROCTER & GAMBLE CO72.7K shares28.29%2026-03-312026-05-15

ASML ASML HLDG NV7.9K shares515.84%2026-03-312026-05-15

EXE EXPAND ENERGY CORPORATION94.4K shares-1.88%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST49.6K shares2.19%2026-03-312026-05-15

FPE FIRST TR EXCH TRADED FD III578.6K shares-0.16%2026-03-312026-05-15

VOOV VANGUARD ADMIRAL FDS INC50.3K shares48.34%2026-03-312026-05-15

SGOV ISHARES TR101.5K shares246.91%2026-03-312026-05-15

Sponsored

VNQ VANGUARD INDEX FDS114.3K shares183.15%2026-03-312026-05-15

DFIV DIMENSIONAL ETF TRUST191.5K shares319.63%2026-03-312026-05-15

ARISTA NETWORKS INC ARISTA NETWORKS INC82.2K shares868.61%2026-03-312026-05-15

QQQI NEOS ETF TRUST202.7K shares30.05%2026-03-312026-05-15

FNDF SCHWAB STRATEGIC TR204.6K shares-0.43%2026-03-312026-05-15

RDVY FIRST TR EXCHANGE TRADED FD146.5K shares1.77%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F196.0K shares49.54%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST170.1K shares3111.14%2026-03-312026-05-15

Sponsored

MMIT NEW YORK LIFE INVTS ACTIVE E406.2K shares10.79%2026-03-312026-05-15

EFA ISHARES TR100.5K shares1.87%2026-03-312026-05-15

GM GENERAL MTRS CO130.3K shares-1.46%2026-03-312026-05-15

USTB VICTORY PORTFOLIOS II191.6K shares43.01%2026-03-312026-05-15

T AT&T INC331.5K shares-6.41%2026-03-312026-05-15

JPIB J P MORGAN EXCHANGE TRADED F198.5K shares53.84%2026-03-312026-05-15

MA MASTERCARD INCORPORATED19.0K shares56.94%2026-03-312026-05-15

CGMS CAPITAL GRP FIXED INCM ETF T343.8K shares9.83%2026-03-312026-05-15

Sponsored

XLE SELECT SECTOR SPDR TR152.0K shares19.29%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC23.7K shares21.54%2026-03-312026-05-15

HOOD ROBINHOOD MKTS INC133.6K shares8.51%2026-03-312026-05-15

FTGC FIRST TR EXCHANGE TRAD FD VI320.1K shares213.68%2026-03-312026-05-15

SOFI SOFI TECHNOLOGIES INC571.7K shares-20.99%2026-03-312026-05-15

IJS ISHARES TR76.3K shares3.36%2026-03-312026-05-15

WFC WELLS FARGO & CO112.8K shares-26.50%2026-03-312026-05-15

KO COCA COLA CO117.2K shares-9.50%2026-03-312026-05-15

Sponsored

PWR QUANTA SVCS INC16.3K shares1273.80%2026-03-312026-05-15

TJX TJX COS INC NEW55.8K shares12.55%2026-03-312026-05-15

IEF ISHARES TR91.2K shares-12.76%2026-03-312026-05-15

IVW ISHARES TR76.6K shares226.54%2026-03-312026-05-15

SCHP SCHWAB STRATEGIC TR324.9K shares3.51%2026-03-312026-05-15

CSHI NEOS ETF TRUST173.5K shares27.43%2026-03-312026-05-15

FDN FIRST TR EXCHANGE-TRADED FD36.8K shares-4.73%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC168.9K shares35.63%2026-03-312026-05-15

Sponsored

IWR ISHARES TR86.8K shares22.55%2026-03-312026-05-15

XLI SELECT SECTOR SPDR TR52.1K shares100.23%2026-03-312026-05-15

RKT ROCKET COS INC590.3K shares5.02%2026-03-312026-05-15

DNN DENISON MINES CORP2.4M shares0.04%2026-03-312026-05-15

GEV GE VERNOVA INC9.6K shares27.04%2026-03-312026-05-15

JBBB JANUS DETROIT STR TR177.4K shares0.70%2026-03-312026-05-15

SO SOUTHERN CO86.0K shares1.27%2026-03-312026-05-15

TSPY ETF OPPORTUNITIES TRUST353.5K shares5.86%2026-03-312026-05-15

Sponsored

UEC URANIUM ENERGY CORP613.4K shares0.09%2026-03-312026-05-15

RTX RTX CORPORATION42.9K shares13.91%2026-03-312026-05-15

GDX VANECK ETF TRUST89.5K shares-4.36%2026-03-312026-05-15

VTEB VANGUARD MUN BD FDS163.8K shares-2.56%2026-03-312026-05-15

IBB ISHARES TR48.2K shares18.46%2026-03-312026-05-15

IXUS ISHARES TR92.5K shares3.00%2026-03-312026-05-15

BK BANK NEW YORK MELLON CORP67.4K shares11.76%2026-03-312026-05-15

BSCS INVESCO EXCH TRD SLF IDX FD391.2K shares1.19%2026-03-312026-05-15

Sponsored

IBIT ISHARES BITCOIN TRUST ETF207.8K shares-21.46%2026-03-312026-05-15

NEAR ISHARES U S ETF TR156.6K shares-21.00%2026-03-312026-05-15

PDI PIMCO DYNAMIC INCOME FD458.8K shares6.30%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC49.0K shares129.99%2026-03-312026-05-15

VRT VERTIV HOLDINGS CO31.2K shares-9.45%2026-03-312026-05-15

NOBL PROSHARES TR73.6K shares-1.10%2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC67.7K shares15.69%2026-03-312026-05-15

FXU FIRST TR EXCHANGE-TRADED FD156.5K shares-2.23%2026-03-312026-05-15

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F138.7K shares-21.95%2026-03-312026-05-15

SPTI SPDR SERIES TRUST268.5K sharesnew addition2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP36.0K shares14.46%2026-03-312026-05-15

STLD STEEL DYNAMICS INC42.0K sharesnew addition2026-03-312026-05-15

IJJ ISHARES TR56.7K shares7.03%2026-03-312026-05-15

CGMU CAPITAL GRP FIXED INCM ETF T275.8K shares154.19%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC57.0K shares87.83%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR297.0K shares-17.57%2026-03-312026-05-15

Sponsored

TXN TEXAS INSTRS INC38.2K shares-0.67%2026-03-312026-05-15

KYN KAYNE ANDERSON ENERGY INFRST516.5K shares-3.58%2026-03-312026-05-15

SIL GLOBAL X FDS81.6K shares-0.07%2026-03-312026-05-15

CDL VICTORY PORTFOLIOS II98.5K shares-5.43%2026-03-312026-05-15

VONV VANGUARD SCOTTSDALE FDS78.2K shares38.48%2026-03-312026-05-15

FTXL FIRST TR EXCHANGE TRADED FD49.6K shares2023.13%2026-03-312026-05-15

AMGN AMGEN INC20.7K shares34.46%2026-03-312026-05-15

NTR NUTRIEN LTD95.5K shares-2.95%2026-03-312026-05-15

Sponsored

LQD ISHARES TR66.4K shares-22.70%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE25.4K shares23.22%2026-03-312026-05-15

PEP PEPSICO INC46.3K shares12.02%2026-03-312026-05-15

MSTR STRATEGY INC57.4K shares13.16%2026-03-312026-05-15

GLW CORNING INC52.5K shares132.34%2026-03-312026-05-15

CFA VICTORY PORTFOLIOS II78.0K shares2.37%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC26.3K shares25.37%2026-03-312026-05-15

VFH VANGUARD WORLD FD58.8K shares22.03%2026-03-312026-05-15

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JBL JABIL INC26.3K shares1414.92%2026-03-312026-05-15

SUB ISHARES TR65.3K shares327.44%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS87.6K shares4.54%2026-03-312026-05-15

VBK VANGUARD INDEX FDS22.9K shares13.55%2026-03-312026-05-15

COWZ PACER FDS TR110.5K shares-3.92%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR136.5K shares3.85%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F107.9K shares-2.93%2026-03-312026-05-15

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VGLT VANGUARD SCOTTSDALE FDS124.1K shares2.32%2026-03-312026-05-15

SLQD ISHARES TR135.4K shares-2.24%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD73.0K sharesnew addition2026-03-312026-05-15

GRPM INVESCO EXCHANGE TRADED FD T57.7K shares4.66%2026-03-312026-05-15

ORCL ORACLE CORP45.9K shares-6.53%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR136.6K shares8.05%2026-03-312026-05-15

LOW LOWES COS INC28.5K shares9.03%2026-03-312026-05-15

CGGO CAPITAL GROUP GBL GROWTH EQT200.7K shares77.53%2026-03-312026-05-15

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USMV ISHARES TR71.9K shares9.25%2026-03-312026-05-15

MISL FIRST TR EXCHANGE-TRADED FD148.9K sharesnew addition2026-03-312026-05-15

VST VISTRA CORP44.2K shares1578.03%2026-03-312026-05-15

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SPGI S&P GLOBAL INC15.4K shares36.05%2026-03-312026-05-15

MDY STATE STR SPDR S&P MIDCAP 4010.5K shares3.06%2026-03-312026-05-15

MLN VANECK ETF TRUST373.7K shares-21.00%2026-03-312026-05-15

MCD MCDONALDS CORP20.9K shares14.89%2026-03-312026-05-15

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NEE NEXTERA ENERGY INC69.1K shares7.34%2026-03-312026-05-15

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CGDV CAPITAL GROUP DIVIDEND VALUE145.1K shares57.83%2026-03-312026-05-15

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SCHV SCHWAB STRATEGIC TR199.3K shares-1.00%2026-03-312026-05-15

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BAI BLACKROCK ETF TRUST181.1K shares730.89%2026-03-312026-05-15

SCHQ SCHWAB STRATEGIC TR189.1K shares114.97%2026-03-312026-05-15

LMBS FIRST TR EXCHANGE-TRADED FD119.0K shares0.19%2026-03-312026-05-15

VGT VANGUARD WORLD FD8.5K shares1.68%2026-03-312026-05-15

LUMN LUMEN TECHNOLOGIES INC850.1K shares0.06%2026-03-312026-05-15

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ROST ROSS STORES INC27.1K shares1768.67%2026-03-312026-05-15

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IUSV ISHARES TR56.8K shares7.67%2026-03-312026-05-15

SILJ AMPLIFY ETF TR193.9K shares-0.05%2026-03-312026-05-15

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EOG EOG RES INC38.9K shares206.15%2026-03-312026-05-15

HON HONEYWELL INTL INC24.8K shares-4.83%2026-03-312026-05-15

EPD ENTERPRISE PRODS PARTNERS L148.2K shares-3.27%2026-03-312026-05-15

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MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC56.1K shares-17.21%2026-03-312026-05-15

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PM PHILIP MORRIS INTL INC32.2K shares4.26%2026-03-312026-05-15

UITB VICTORY PORTFOLIOS II114.1K shares-0.86%2026-03-312026-05-15

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BMY BRISTOL-MYERS SQUIBB CO87.3K shares20.96%2026-03-312026-05-15

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AMP AMERIPRISE FINL INC11.9K shares159.83%2026-03-312026-05-15

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SCYB SCHWAB STRATEGIC TR201.4K shares54.26%2026-03-312026-05-15

AVDV AMERICAN CENTY ETF TR52.4K sharesnew addition2026-03-312026-05-15

CGGR CAPITAL GROUP GROWTH ETF129.2K shares68.73%2026-03-312026-05-15

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VCRB VANGUARD MALVERN FDS66.8K shares0.77%2026-03-312026-05-15

HIMU BLACKROCK ETF TRUST II107.5K shares8.42%2026-03-312026-05-15

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ABT ABBOTT LABORATORIES50.0K shares-10.63%2026-03-312026-05-15

BSMR INVESCO EXCH TRD SLF IDX FD216.0K shares0.75%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T67.9K shares4.38%2026-03-312026-05-15

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST216.7K shares418.65%2026-03-312026-05-15

BSMS INVESCO EXCH TRD SLF IDX FD217.8K shares0.63%2026-03-312026-05-15

FRONTLINE PLC FRONTLINE PLC145.0K shares0.00%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F99.8K shares117.63%2026-03-312026-05-15

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EMBJ EMBRAER S.A.85.1K sharesnew addition2026-03-312026-05-15

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GVAL CAMBRIA ETF TR149.8K shares56.11%2026-03-312026-05-15

FMB FIRST TR EXCH TRADED FD III96.9K shares-2.56%2026-03-312026-05-15

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FNDE SCHWAB STRATEGIC TR127.4K shares135.46%2026-03-312026-05-15

RDVI FIRST TR EXCHANGE-TRADED FD190.7K shares3.97%2026-03-312026-05-15

CORO BLACKROCK ETF TRUST151.2K sharesnew addition2026-03-312026-05-15

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JQUA J P MORGAN EXCHANGE TRADED F78.5K shares17.86%2026-03-312026-05-15

TIP ISHARES TR43.1K shares24.90%2026-03-312026-05-15

KKR & CO INC KKR & CO INC51.4K shares1.12%2026-03-312026-05-15

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IWY ISHARES TR18.7K shares12.90%2026-03-312026-05-15

FDL FIRST TR EXCHANGE-TRADED FD90.6K shares0.24%2026-03-312026-05-15

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JPIE J P MORGAN EXCHANGE TRADED F97.5K shares19.43%2026-03-312026-05-15

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APH AMPHENOL CORP34.7K shares-12.45%2026-03-312026-05-15

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STXK EA SERIES TRUST128.6K shares-1.01%2026-03-312026-05-15

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BITB BITWISE BITCOIN ETF TR110.3K shares12.38%2026-03-312026-05-15

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EMR EMERSON ELEC CO29.1K shares3.38%2026-03-312026-05-15

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OPER ETF SER SOLUTIONS35.0K sharesnew addition2026-03-312026-05-15

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PFF ISHARES TR111.7K shares0.24%2026-03-312026-05-15

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SFM SPROUTS FMRS MKT INC39.3K shares995.87%2026-03-312026-05-15

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AVXL ANAVEX LIFE SCIENCES CORP940.5K shares4.10%2026-03-312026-05-15

Sponsored

COPX GLOBAL X FDS37.8K shares0.39%2026-03-312026-05-15

SCHJ SCHWAB STRATEGIC TR115.0K shares-48.63%2026-03-312026-05-15

TGTX TG THERAPEUTICS INC85.4K shares-5.25%2026-03-312026-05-15

GNL GLOBAL NET LEASE INC302.8K shares0.04%2026-03-312026-05-15

BMI BADGER METER INC18.6K shares42.31%2026-03-312026-05-15

ADBE ADOBE INC11.6K shares170.25%2026-03-312026-05-15

FTCB FIRST TR EXCHANGE-TRADED FD134.3K shares-4.02%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC32.0K shares4.29%2026-03-312026-05-15

Sponsored

THC TENET HEALTHCARE CORP14.8K sharesnew addition2026-03-312026-05-15

HTRB HARTFORD FDS EXCHANGE TRADED82.1K shares4.10%2026-03-312026-05-15

QTUM ETF SER SOLUTIONS25.9K shares22.40%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW21.2K shares14.88%2026-03-312026-05-15

DX DYNEX CAP INC214.0K shares1.38%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST38.8K shares236.54%2026-03-312026-05-15

VYMI VANGUARD WHITEHALL FDS29.3K shares33.10%2026-03-312026-05-15

IBMS ISHARES TR106.7K shares-14.83%2026-03-312026-05-15

Sponsored

PLD PROLOGIS INC.20.8K shares3.98%2026-03-312026-05-15

BNDX VANGUARD CHARLOTTE FDS57.0K shares164.82%2026-03-312026-05-15

CBOE CBOE GLOBAL MKTS INC9.7K shares-3.07%2026-03-312026-05-15

SMMU PIMCO ETF TR53.4K shares139.94%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP10.1K shares255.33%2026-03-312026-05-15

IGF ISHARES TR40.0K shares8.67%2026-03-312026-05-15

PSX PHILLIPS 6614.7K shares-18.14%2026-03-312026-05-15

CHMI CHERRY HILL MTG INVT CORP1.0M shares1.38%2026-03-312026-05-15

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND13.4K shares55.18%2026-03-312026-05-15

MINT PIMCO ETF TR26.3K shares192.35%2026-03-312026-05-15

VTWG VANGUARD SCOTTSDALE FDS11.5K shares1.51%2026-03-312026-05-15

SRLN SSGA ACTIVE ETF TR65.7K shares0.14%2026-03-312026-05-15

VTI

VANGUARD INDEX FDS

4.24%

Shares1.7M

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD INTL EQUITY INDEX F

3.39%

Shares3.5M

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

24.07%

Shares660.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

11.15%

Shares256.0K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

16.79%

Shares284.1K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

8.86%

Shares689.9K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

14.76%

Shares552.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

2.12%

Shares148.7K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

4.18%

Shares162.0K

Event2026-03-31

Filed2026-05-15

JBND

J P MORGAN EXCHANGE TRADED F

22.38%

Shares1.7M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

7.06%

Shares237.1K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

15.00%

Shares407.9K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

0.68%

Shares344.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

3.58%

Shares166.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

11.33%

Shares122.9K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

4.82%

Shares2.5M

Event2026-03-31

Filed2026-05-15

SPYG

SPDR SERIES TRUST

133.40%

Shares658.0K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

4.23%

Shares196.2K

Event2026-03-31

Filed2026-05-15

SPYV

SPDR SERIES TRUST

139.31%

Shares965.5K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

70.24%

Shares185.7K

Event2026-03-31

Filed2026-05-15

IBDY

ISHARES TR

4.43%

Shares2.0M

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

15.98%

Shares566.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

8.09%

Shares774.7K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES INC

-5.36%

Shares330.3K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

9.94%

Shares215.8K

Event2026-03-31

Filed2026-05-15