Sponsored

The Analysis of Sunpointe, LLC's Holdings & P&L

Currently, Sunpointe, LLC holds 266 types of securities in its portfolio with a total value $305.3M. In the most recent quarter, they have increased their positions in IVV (+4.6K shares, valued at $3.0M), AVEM (+23.8K shares, valued at $1.9M), PYLD (+71.3K shares, valued at $1.9M); decreased their positions in CRS (-3.7K shares, valued at $1.5M), PWR (-2.3K shares, valued at $1.2M), N/A (-3.1K shares, valued at $957.9K); initiated new positions in PYLD (+71.3K shares, valued at $1.9M), GLD (+3.4K shares, valued at $1.4M), VBIL (+14.4K shares, valued at $1.1M).

1M P&L

+7.5M+2.57%

3M P&L

+12.2M+4.26%

HY P&L

+29.7M+11.03%

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/A128.8M

47.8%

2Semiconductors25.9M

9.6%

3Consumer Electronics11.0M

4.1%

Top Industries by Stock Count

1N/A87 stocks

36.1%

2Banks - Diversified8 stocks

3.3%

3Drug Manufacturers - General7 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION106.6K shares-4.27%2026-03-312026-04-21

VTI VANGUARD INDEX FDS42.4K shares11.32%2026-03-312026-04-21

AAPL APPLE INC43.3K shares1.23%2026-03-312026-04-21

ACIO ETF SER SOLUTIONS174.6K shares3.90%2026-03-312026-04-21

BROADCOM INC BROADCOM INC23.3K shares-11.70%2026-03-312026-04-21

CGCB CAPITAL GRP FIXED INCM ETF T224.1K shares11.59%2026-03-312026-04-21

MSFT MICROSOFT CORP15.9K shares-3.44%2026-03-312026-04-21

VIG VANGUARD SPECIALIZED FUNDS26.9K shares8.91%2026-03-312026-04-21

Sponsored

FDG AMERICAN CENTY ETF TR49.3K shares0.00%2026-03-312026-04-21

MOAT VANECK ETF TRUST52.6K shares-8.34%2026-03-312026-04-21

AMZN AMAZON COM INC24.4K shares-1.74%2026-03-312026-04-21

ACLC AMERICAN CENTY ETF TR68.3K shares0.00%2026-03-312026-04-21

ALPHABET INC ALPHABET INC16.6K shares2.38%2026-03-312026-04-21

MID AMERICAN CENTY ETF TR71.7K shares-0.02%2026-03-312026-04-21

BRK.A BERKSHIRE HATHAWAY INC DEL6 shares0.00%2026-03-312026-04-21

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T21.9K shares-8.39%2026-03-312026-04-21

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F72.1K shares2.64%2026-03-312026-04-21

FLV AMERICAN CENTY ETF TR49.8K shares0.00%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON15.5K shares-5.32%2026-03-312026-04-21

QINT AMERICAN CENTY ETF TR56.8K shares0.00%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS6.1K shares2.97%2026-03-312026-04-21

JEPI J P MORGAN EXCHANGE TRADED F60.7K shares0.55%2026-03-312026-04-21

WMT WALMART INC26.8K shares-6.77%2026-03-312026-04-21

IVV ISHARES TR5.1K shares1074.54%2026-03-312026-04-21

Sponsored

ALPHABET INC ALPHABET INC11.5K shares2.99%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO10.6K shares-14.83%2026-03-312026-04-21

VONG VANGUARD SCOTTSDALE FDS25.0K shares2.09%2026-03-312026-04-21

AVEM AMERICAN CENTY ETF TR33.1K shares256.18%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC7.7K shares-0.72%2026-03-312026-04-21

NEM NEWMONT CORP23.9K shares-5.25%2026-03-312026-04-21

AVDE AMERICAN CENTY ETF TR30.3K shares0.00%2026-03-312026-04-21

IJH ISHARES TR36.6K shares8.21%2026-03-312026-04-21

Sponsored

MPWR MONOLITHIC PWR SYS INC2.2K shares-16.35%2026-03-312026-04-21

AVUS AMERICAN CENTY ETF TR20.4K shares0.00%2026-03-312026-04-21

VCRM VANGUARD MUN BD FDS29.9K shares8.73%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T3.3K shares-0.42%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC33.7K shares705.24%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP8.9K shares8.03%2026-03-312026-04-21

PYLD PIMCO ETF TR71.3K sharesnew addition2026-03-312026-04-21

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F18.3K shares2.05%2026-03-312026-04-21

Sponsored

META META PLATFORMS INC3.0K shares-1.35%2026-03-312026-04-21

SCHB SCHWAB STRATEGIC TR67.0K shares105.47%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC8.2K shares19.05%2026-03-312026-04-21

XOM EXXON MOBIL CORP9.0K shares-15.15%2026-03-312026-04-21

PFE PFIZER INC53.8K shares-19.14%2026-03-312026-04-21

TSLA TESLA INC4.0K shares1.56%2026-03-312026-04-21

NFLX NETFLIX INC.15.4K shares125.02%2026-03-312026-04-21

GLD SPDR GOLD TR3.4K sharesnew addition2026-03-312026-04-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.0K shares3.66%2026-03-312026-04-21

TJX TJX COS INC NEW8.9K shares26.62%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC4.2K shares1.28%2026-03-312026-04-21

CAT CATERPILLAR INC1.9K shares24.04%2026-03-312026-04-21

AVDV AMERICAN CENTY ETF TR13.2K shares0.00%2026-03-312026-04-21

PG PROCTER & GAMBLE CO9.1K shares-25.14%2026-03-312026-04-21

CCL CARNIVAL CORP49.6K shares-19.99%2026-03-312026-04-21

PWR QUANTA SVCS INC2.3K shares-49.19%2026-03-312026-04-21

Sponsored

RCL ROYAL CARIBBEAN GROUP4.5K shares-17.17%2026-03-312026-04-21

CVX CHEVRON CORPORATION5.9K shares13.93%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.3K shares0.30%2026-03-312026-04-21

VXUS VANGUARD STAR FDS15.1K shares71.70%2026-03-312026-04-21

UNP UNION PAC CORP4.8K shares1.85%2026-03-312026-04-21

LLY ELI LILLY & CO1.2K shares-2.36%2026-03-312026-04-21

MDY STATE STR SPDR S&P MIDCAP 401.8K shares-1.39%2026-03-312026-04-21

VBIL VANGUARD INSTL INDEX FD14.4K sharesnew addition2026-03-312026-04-21

Sponsored

MERCK & CO INC MERCK & CO INC9.0K shares24.67%2026-03-312026-04-21

SCHG SCHWAB STRATEGIC TR35.9K shares52.82%2026-03-312026-04-21

KO COCA COLA CO13.4K shares-0.25%2026-03-312026-04-21

MA MASTERCARD INCORPORATED2.0K shares52.40%2026-03-312026-04-21

LOW LOWES COS INC4.3K shares-18.76%2026-03-312026-04-21

VLO VALERO ENERGY CORP4.0K shares-8.43%2026-03-312026-04-21

BIL SPDR SERIES TRUST10.7K shares17.97%2026-03-312026-04-21

EEM ISHARES TR17.1K shares-1.07%2026-03-312026-04-21

Sponsored

CCJ CAMECO CORP8.8K shares-0.10%2026-03-312026-04-21

DVN DEVON ENERGY CORP NEW18.8K sharesnew addition2026-03-312026-04-21

CSX CSX CORP23.0K shares89.77%2026-03-312026-04-21

JPST J P MORGAN EXCHANGE TRADED F18.5K shares33.73%2026-03-312026-04-21

ALK ALASKA AIR GROUP INC25.2K shares98.13%2026-03-312026-04-21

V VISA INC3.0K shares-1.46%2026-03-312026-04-21

AVSC AMERICAN CENTY ETF TR14.4K shares0.00%2026-03-312026-04-21

LVS LAS VEGAS SANDS CORP16.2K shares-12.73%2026-03-312026-04-21

Sponsored

EFA ISHARES TR9.0K shares-1.63%2026-03-312026-04-21

USB US BANCORP16.5K shares0.02%2026-03-312026-04-21

VALQ AMERICAN CENTY ETF TR13.1K shares0.00%2026-03-312026-04-21

SDY SPDR SERIES TRUST5.8K sharesnew addition2026-03-312026-04-21

MGM MGM RESORTS INTERNATIONAL22.7K shares155.13%2026-03-312026-04-21

GSSC GOLDMAN SACHS ETF TR10.9K sharesnew addition2026-03-312026-04-21

IWD ISHARES TR3.8K shares0.00%2026-03-312026-04-21

ABBV ABBVIE INC3.7K shares-2.22%2026-03-312026-04-21

Sponsored

HD HOME DEPOT INC2.4K shares-7.29%2026-03-312026-04-21

IWF ISHARES TR1.8K shares0.44%2026-03-312026-04-21

QGRO AMERICAN CENTY ETF TR7.2K shares0.00%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE2.6K shares1.44%2026-03-312026-04-21

AMAT APPLIED MATLS INC2.2K shares34.68%2026-03-312026-04-21

HAL HALLIBURTON CO18.9K shares-0.85%2026-03-312026-04-21

BAC BANK AMERICA CORP15.1K shares-2.21%2026-03-312026-04-21

ORCL ORACLE CORP5.0K shares1.37%2026-03-312026-04-21

Sponsored

VNQ VANGUARD INDEX FDS8.1K shares23.41%2026-03-312026-04-21

TOTALENERGIES SE TOTALENERGIES SE7.6K sharesnew addition2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION705 shares11.20%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP3.8K shares-9.70%2026-03-312026-04-21

RTX RTX CORPORATION3.6K shares-2.42%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC2.5K shares-2.62%2026-03-312026-04-21

IJR ISHARES TR5.4K shares0.00%2026-03-312026-04-21

DPZ DOMINOS PIZZA INC1.9K shares-17.10%2026-03-312026-04-21

Sponsored

HWM HOWMET AEROSPACE INC2.9K shares-8.55%2026-03-312026-04-21

VRT VERTIV HOLDINGS CO2.7K sharesnew addition2026-03-312026-04-21

UTG REAVES UTIL INCOME FD16.8K shares-6.01%2026-03-312026-04-21

TLT ISHARES TR7.5K shares108.58%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC4.3K shares2.25%2026-03-312026-04-21

HON HONEYWELL INTL INC2.8K shares2.33%2026-03-312026-04-21

DE DEERE & CO1.1K shares-6.27%2026-03-312026-04-21

NZF NUVEEN MUN CR INCOME FD50.1K shares-0.68%2026-03-312026-04-21

Sponsored

MELI MERCADOLIBRE INC352 sharesnew addition2026-03-312026-04-21

AIQ GLOBAL X FDS13.0K shares-10.93%2026-03-312026-04-21

NRG NRG ENERGY INC4.1K shares-23.92%2026-03-312026-04-21

COIN COINBASE GLOBAL INC3.4K shares-9.11%2026-03-312026-04-21

PNC PNC FINL SVCS GROUP INC2.8K shares-3.12%2026-03-312026-04-21

PCAR PACCAR INC5.0K shares-0.38%2026-03-312026-04-21

ENB ENBRIDGE INC10.6K shares-1.26%2026-03-312026-04-21

PAYX PAYCHEX INC6.2K shares33.20%2026-03-312026-04-21

Sponsored

IJK ISHARES TR5.6K shares0.00%2026-03-312026-04-21

MCD MCDONALDS CORP1.8K shares-3.36%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP6.0K shares-15.94%2026-03-312026-04-21

NEE NEXTERA ENERGY INC6.0K shares-12.28%2026-03-312026-04-21

EMR EMERSON ELEC CO4.2K sharesnew addition2026-03-312026-04-21

BLACKROCK INC BLACKROCK INC572 shares-5.30%2026-03-312026-04-21

CRS CARPENTER TECHNOLOGY CORP1.3K shares-73.38%2026-03-312026-04-21

VIK VIKING HOLDINGS LTD7.1K shares10.94%2026-03-312026-04-21

Sponsored

ADP AUTOMATIC DATA PROCESSING IN2.6K shares5.25%2026-03-312026-04-21

AMGN AMGEN INC1.5K shares9.32%2026-03-312026-04-21

GWW WW GRAINGER INC472 shares0.43%2026-03-312026-04-21

DAL DELTA AIR LINES INC7.7K shares0.78%2026-03-312026-04-21

NSC NORFOLK SOUTHN CORP1.8K shares0.11%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC598 shares2.75%2026-03-312026-04-21

MMIT NEW YORK LIFE INVTS ACTIVE E20.8K shares1.43%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC3.0K sharesnew addition2026-03-312026-04-21

Sponsored

GEV GE VERNOVA INC549 shares10.02%2026-03-312026-04-21

ITOT ISHARES TR3.4K shares0.24%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO1.6K shares-14.09%2026-03-312026-04-21

NAD NUVEEN QUALITY MUNCP INCOME41.3K shares0.00%2026-03-312026-04-21

PEP PEPSICO INC3.1K shares1.90%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC9.4K shares39.71%2026-03-312026-04-21

CRWD CROWDSTRIKE HLDGS INC1.2K shares-1.94%2026-03-312026-04-21

KLAC KLA CORP307 shares13.70%2026-03-312026-04-21

Sponsored

BTI BRITISH AMERN TOB PLC7.7K shares-0.97%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS7.0K shares-1.88%2026-03-312026-04-21

VTHR VANGUARD SCOTTSDALE FDS1.5K shares-7.09%2026-03-312026-04-21

PLD PROLOGIS INC.3.3K shares-1.20%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC3.8K shares1.12%2026-03-312026-04-21

HBAN HUNTINGTON BANCSHARES INC27.3K shares0.31%2026-03-312026-04-21

HCA HCA HEALTHCARE INC891 shares1.25%2026-03-312026-04-21

CRM SALESFORCE INC2.2K shares-1.71%2026-03-312026-04-21

Sponsored

MP MP MATERIALS CORP8.5K sharesnew addition2026-03-312026-04-21

RB GLOBAL INC RB GLOBAL INC4.3K shares0.00%2026-03-312026-04-21

PROSHARES TR PROSHARES TR10.7K sharesnew addition2026-03-312026-04-21

ASML ASML HLDG NV304 shares-0.65%2026-03-312026-04-21

NRIM NORTHRIM BANCORP INC17.4K shares0.00%2026-03-312026-04-21

DIS DISNEY WALT CO4.1K shares-8.00%2026-03-312026-04-21

AMD ADVANCED MICRO DEVICES INC1.9K shares10.28%2026-03-312026-04-21

CIBR FIRST TR EXCHANGE-TRADED FD6.3K shares0.08%2026-03-312026-04-21

Sponsored

SPSM SPDR SERIES TRUST8.1K shares-5.78%2026-03-312026-04-21

ROST ROSS STORES INC1.8K sharesnew addition2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC1.1K shares3.03%2026-03-312026-04-21

GLDM WORLD GOLD TR4.2K sharesnew addition2026-03-312026-04-21

TFC TRUIST FINL CORP8.4K shares-43.10%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.3K shares50.02%2026-03-312026-04-21

CME CME GROUP INC1.3K shares30.83%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP603 shares2.03%2026-03-312026-04-21

Sponsored

ABT ABBOTT LABORATORIES3.5K shares-9.23%2026-03-312026-04-21

WFC WELLS FARGO & CO4.5K shares0.16%2026-03-312026-04-21

APA CORPORATION APA CORPORATION8.4K shares-67.73%2026-03-312026-04-21

GILD GILEAD SCIENCES INC2.5K shares-25.46%2026-03-312026-04-21

OKE ONEOK INC NEW3.9K shares2.70%2026-03-312026-04-21

EXG EATON VANCE TAX-MANAGED GLOB40.5K shares3.00%2026-03-312026-04-21

CVS CVS HEALTH CORP4.9K shares-1.66%2026-03-312026-04-21

BARRICK MNG CORP BARRICK MNG CORP8.5K shares-48.47%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP1.4K shares0.07%2026-03-312026-04-21

DOG PROSHARES TR14.2K sharesnew addition2026-03-312026-04-21

IEMG ISHARES INC5.0K shares2.25%2026-03-312026-04-21

T AT&T INC11.9K shares4.01%2026-03-312026-04-21

REET ISHARES TR13.6K shares-46.52%2026-03-312026-04-21

QQQI NEOS ETF TRUST6.9K sharesnew addition2026-03-312026-04-21

NCLH NORWEGIAN CRUISE LINE HLDGS18.1K shares-18.84%2026-03-312026-04-21

SNY SANOFI SA7.0K shares30.85%2026-03-312026-04-21

Sponsored

WDC WESTERN DIGITAL CORP1.2K sharesnew addition2026-03-312026-04-21

MS MORGAN STANLEY2.0K shares-4.46%2026-03-312026-04-21

HOOD ROBINHOOD MKTS INC4.8K shares-23.45%2026-03-312026-04-21

CMCSA COMCAST CORP NEW11.4K shares14.88%2026-03-312026-04-21

HSBC HSBC HLDGS PLC4.0K shares0.00%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.5K shares-1.23%2026-03-312026-04-21

IWN ISHARES TR1.7K shares42.42%2026-03-312026-04-21

NATIONAL GRID PLC NATIONAL GRID PLC3.8K shares-26.21%2026-03-312026-04-21

Sponsored

AMT AMERICAN TOWER CORP1.9K sharesnew addition2026-03-312026-04-21

SNOW SNOWFLAKE INC2.1K shares-8.14%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR551 shares-38.78%2026-03-312026-04-21

SYK STRYKER CORPORATION965 shares-0.72%2026-03-312026-04-21

TBIL RBB FD INC6.3K sharesnew addition2026-03-312026-04-21

BITB BITWISE BITCOIN ETF TR8.4K shares0.72%2026-03-312026-04-21

FE FIRSTENERGY CORP6.0K shares28.65%2026-03-312026-04-21

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-04-21

Sponsored

MAR MARRIOTT INTL INC NEW910 shares13.33%2026-03-312026-04-21

TRP TC ENERGY CORP4.7K shares0.36%2026-03-312026-04-21

CSCO CISCO SYS INC3.8K shares14.98%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS1.2K shares-6.42%2026-03-312026-04-21

ADI ANALOG DEVICES INC919 shares3.96%2026-03-312026-04-21

SBUX STARBUCKS CORP3.2K shares-51.85%2026-03-312026-04-21

DHR DANAHER CORP DEL1.5K shares-4.52%2026-03-312026-04-21

DHI D R HORTON INC2.0K shares-56.26%2026-03-312026-04-21

Sponsored

BA BOEING CO1.4K shares-2.67%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC1.7K shares-4.66%2026-03-312026-04-21

IDEQ LAZARD ACTIVE ETF TR8.5K sharesnew addition2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F4.9K shares-6.71%2026-03-312026-04-21

IWO ISHARES TR850 shares0.00%2026-03-312026-04-21

JAAA JANUS DETROIT STR TR5.3K shares-2.97%2026-03-312026-04-21

CL COLGATE PALMOLIVE CO3.1K shares0.00%2026-03-312026-04-21

LINDE PLC LINDE PLC525 sharesnew addition2026-03-312026-04-21

Sponsored

GM GENERAL MTRS CO3.5K shares-1.22%2026-03-312026-04-21

TMO THERMO FISHER SCIENTIFIC INC518 shares9.05%2026-03-312026-04-21

SHY ISHARES TR2.9K shares-1.74%2026-03-312026-04-21

EWP ISHARES INC4.5K sharesnew addition2026-03-312026-04-21

RY ROYAL BK CDA1.5K shares0.00%2026-03-312026-04-21

EWC ISHARES INC4.4K shares0.00%2026-03-312026-04-21

ULTA ULTA BEAUTY INC460 shares-53.72%2026-03-312026-04-21

AMCOR PLC AMCOR PLC6.0K sharesnew addition2026-03-312026-04-21

Sponsored

UBS UBS GROUP AG6.1K shares-0.32%2026-03-312026-04-21

EIS ISHARES INC2.1K sharesnew addition2026-03-312026-04-21

MSI MOTOROLA SOLUTIONS INC551 sharesnew addition2026-03-312026-04-21

EWO ISHARES INC6.7K sharesnew addition2026-03-312026-04-21

VT VANGUARD INTL EQUITY INDEX F1.7K shares-0.17%2026-03-312026-04-21

EWN ISHARES INC4.1K sharesnew addition2026-03-312026-04-21

OKLO OKLO INC4.7K shares0.00%2026-03-312026-04-21

GSEW GOLDMAN SACHS ETF TR2.8K shares-6.24%2026-03-312026-04-21

Sponsored

SO SOUTHERN CO2.4K sharesnew addition2026-03-312026-04-21

BOTZ GLOBAL X FDS7.0K shares0.00%2026-03-312026-04-21

SAP SAP SE1.4K shares-10.09%2026-03-312026-04-21

IGR CBRE GBL REAL ESTATE INC FD52.6K shares-21.62%2026-03-312026-04-21

GREK GLOBAL X FDS3.6K shares12.15%2026-03-312026-04-21

COP CONOCOPHILLIPS1.7K sharesnew addition2026-03-312026-04-21

INTC INTEL CORP5.2K sharesnew addition2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP803 shares-7.27%2026-03-312026-04-21

Sponsored

ISRG INTUITIVE SURGICAL INC482 shares2.34%2026-03-312026-04-21

MCK MCKESSON CORP256 sharesnew addition2026-03-312026-04-21

KBWY INVESCO EXCH TRADED FD TR II14.5K shares0.19%2026-03-312026-04-21

XSOE WISDOMTREE TR5.5K shares0.00%2026-03-312026-04-21

MET METLIFE INC3.1K shares-1.84%2026-03-312026-04-21

AEM AGNICO EAGLE MINES LTD1.1K sharesnew addition2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC52 shares0.00%2026-03-312026-04-21

EPU ISHARES TR2.7K sharesnew addition2026-03-312026-04-21

Sponsored

DFEM DIMENSIONAL ETF TRUST6.3K shares-5.00%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC3.0K shares0.60%2026-03-312026-04-21

MDLZ MONDELEZ INTL INC3.7K sharesnew addition2026-03-312026-04-21

BND VANGUARD BD INDEX FDS2.9K shares-18.77%2026-03-312026-04-21

LH LABCORP HOLDINGS INC786 shares-18.30%2026-03-312026-04-21

UNILEVER PLC UNILEVER PLC3.7K sharesnew addition2026-03-312026-04-21

MUFG MITSUBISHI UFJ FINANCIAL GRO12.2K shares0.00%2026-03-312026-04-21

SPGI S&P GLOBAL INC477 shares-7.20%2026-03-312026-04-21

Sponsored

TM TOYOTA MOTOR CORP980 shares-1.90%2026-03-312026-04-21

CHI CALAMOS CONV OPPORTUNITIES &17.7K shares0.00%2026-03-312026-04-21

NOK NOKIA CORP21.7K shares0.00%2026-03-312026-04-21

SAN BANCO SANTANDER SA15.4K shares-27.06%2026-03-312026-04-21

FCT FIRST TR SR FLTG RATE INCOME17.7K shares0.00%2026-03-312026-04-21

HIX WESTERN ASSET HIGH INCOM FD36.4K shares0.00%2026-03-312026-04-21

MFG MIZUHO FINANCIAL GROUP INC11.9K shares0.00%2026-03-312026-04-21

ITUB ITAU UNIBANCO HLDG S A11.1K sharesnew addition2026-03-312026-04-21

Sponsored

JPC NUVEEN PFD & INCOME OPPORTUN11.2K shares0.00%2026-03-312026-04-21

AVIR ATEA PHARMACEUTICALS INC11.9K shares0.00%2026-03-312026-04-21

NVDA

NVIDIA CORPORATION

-4.27%

Shares106.6K

Event2026-03-31

Filed2026-04-21

VTI

VANGUARD INDEX FDS

11.32%

Shares42.4K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

1.23%

Shares43.3K

Event2026-03-31

Filed2026-04-21

ACIO

ETF SER SOLUTIONS

3.90%

Shares174.6K

Event2026-03-31

Filed2026-04-21

BROADCOM INC

-11.70%

Shares23.3K

Event2026-03-31

Filed2026-04-21

CGCB

CAPITAL GRP FIXED INCM ETF T

11.59%

Shares224.1K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-3.44%

Shares15.9K

Event2026-03-31

Filed2026-04-21

VIG

VANGUARD SPECIALIZED FUNDS

8.91%

Shares26.9K

Event2026-03-31

Filed2026-04-21

FDG

AMERICAN CENTY ETF TR

0.00%

Shares49.3K

Event2026-03-31

Filed2026-04-21

MOAT

VANECK ETF TRUST

-8.34%

Shares52.6K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-1.74%

Shares24.4K

Event2026-03-31

Filed2026-04-21

ACLC

AMERICAN CENTY ETF TR

0.00%

Shares68.3K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.38%

Shares16.6K

Event2026-03-31

Filed2026-04-21

MID

AMERICAN CENTY ETF TR

-0.02%

Shares71.7K

Event2026-03-31

Filed2026-04-21

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares6

Event2026-03-31

Filed2026-04-21

INVESCO EXCHANGE TRADED FD T

-8.39%

Shares21.9K

Event2026-03-31

Filed2026-04-21

JEPQ

J P MORGAN EXCHANGE TRADED F

2.64%

Shares72.1K

Event2026-03-31

Filed2026-04-21

FLV

AMERICAN CENTY ETF TR

0.00%

Shares49.8K

Event2026-03-31

Filed2026-04-21

JNJ

JOHNSON & JOHNSON

-5.32%

Shares15.5K

Event2026-03-31

Filed2026-04-21

QINT

AMERICAN CENTY ETF TR

0.00%

Shares56.8K

Event2026-03-31

Filed2026-04-21

VANGUARD INDEX FDS

2.97%

Shares6.1K

Event2026-03-31

Filed2026-04-21

JEPI

J P MORGAN EXCHANGE TRADED F

0.55%

Shares60.7K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-6.77%

Shares26.8K

Event2026-03-31

Filed2026-04-21

IVV

ISHARES TR

1074.54%

Shares5.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

2.99%

Shares11.5K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-14.83%

Shares10.6K

Event2026-03-31

Filed2026-04-21

VONG

VANGUARD SCOTTSDALE FDS

2.09%

Shares25.0K

Event2026-03-31

Filed2026-04-21

AVEM

AMERICAN CENTY ETF TR

256.18%

Shares33.1K

Event2026-03-31

Filed2026-04-21

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.72%

Shares7.7K

Event2026-03-31

Filed2026-04-21

NEM

NEWMONT CORP

-5.25%

Shares23.9K

Event2026-03-31

Filed2026-04-21

AVDE

AMERICAN CENTY ETF TR

0.00%

Shares30.3K

Event2026-03-31

Filed2026-04-21

IJH

ISHARES TR

8.21%

Shares36.6K

Event2026-03-31

Filed2026-04-21

MPWR

MONOLITHIC PWR SYS INC

-16.35%

Shares2.2K

Event2026-03-31

Filed2026-04-21

AVUS

AMERICAN CENTY ETF TR

0.00%

Shares20.4K

Event2026-03-31

Filed2026-04-21

VCRM

VANGUARD MUN BD FDS

8.73%

Shares29.9K

Event2026-03-31

Filed2026-04-21

SPY

STATE STR SPDR S&P 500 ETF T

-0.42%

Shares3.3K

Event2026-03-31

Filed2026-04-21

FCX

FREEPORT MCMORAN INC

705.24%

Shares33.7K

Event2026-03-31

Filed2026-04-21

LAM RESEARCH CORP

8.03%

Shares8.9K

Event2026-03-31

Filed2026-04-21

PYLD

PIMCO ETF TR

New

Shares71.3K

Event2026-03-31

Filed2026-04-21

J P MORGAN EXCHANGE TRADED F

2.05%

Shares18.3K

Event2026-03-31

Filed2026-04-21