Sponsored

The Analysis of Synergy Investment Management, LLC's Holdings & P&L

Currently, Synergy Investment Management, LLC holds 910 types of securities in its portfolio with a total value $305.7M. In the most recent quarter, they have increased their positions in IVV (+9.5K shares, valued at $6.2M), IAGG (+76.1K shares, valued at $3.8M), TRFK (+52.1K shares, valued at $3.2M); decreased their positions in OEF (-24.7K shares, valued at $7.8M), EFV (-33.9K shares, valued at $2.5M), UCON (-94.1K shares, valued at $2.3M); initiated new positions in GOVT (+115.6K shares, valued at $2.6M), SECT (+39.3K shares, valued at $2.4M), NLR (+8.6K shares, valued at $1.1M).

1M P&L

+10.4M+4.02%

3M P&L

-83.9M-23.85%

HY P&L

-77.5M-22.44%

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/A232.1M

93.6%

2Semiconductors3.0M

1.2%

3Internet Retail2.9M

1.2%

Top Industries by Stock Count

1N/A100 stocks

82.0%

2Restaurants2 stocks

1.6%

3Software - Infrastructure2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P VANGUARD S&P38.0K shares-3.06%2026-03-312026-05-15

IVV ISHARES CORE34.7K shares37.92%2026-03-312026-05-15

VUG VANGUARD GROWTH36.1K shares-12.42%2026-03-312026-05-15

DYNF ISHARES U S220.9K shares-6.44%2026-03-312026-05-15

SPYV STATE STREET223.6K shares-2.02%2026-03-312026-05-15

SPYG STATE STREET126.4K shares8.97%2026-03-312026-05-15

SPTI STATE STREET322.4K shares8.76%2026-03-312026-05-15

IEMG ISHARES CORE126.6K shares-15.55%2026-03-312026-05-15

Sponsored

SPHQ INVESCO S&P104.7K shares8.75%2026-03-312026-05-15

CGDV CAPITAL GROUP152.0K shares0.84%2026-03-312026-05-15

BAI ISHARES A I192.0K shares17.19%2026-03-312026-05-15

SPTS STATE STREET177.9K shares6.00%2026-03-312026-05-15

SPMO INVESCO S&P45.4K shares15.01%2026-03-312026-05-15

AUSF GLOBAL X97.1K shares10.13%2026-03-312026-05-15

UCON FIRST TRUST187.7K shares-33.40%2026-03-312026-05-15

THRO ISHARES U S127.7K shares16.49%2026-03-312026-05-15

Sponsored

FAD FIRST TRUST28.5K shares7.80%2026-03-312026-05-15

SHLD GLOBAL X63.3K shares91.05%2026-03-312026-05-15

IAGG ISHARES CORE87.3K shares679.58%2026-03-312026-05-15

FPEI FIRST TRUST208.3K shares5.21%2026-03-312026-05-15

SPYM STATE STREET50.4K shares-1.78%2026-03-312026-05-15

BINC ISHARES FLEXIBLE73.6K shares-25.40%2026-03-312026-05-15

TRFK PACER DATA55.7K shares1414.29%2026-03-312026-05-15

IUS INVESCO RAFI59.1K shares25.68%2026-03-312026-05-15

Sponsored

PZA INVESCO NATIONAL144.4K shares145.54%2026-03-312026-05-15

ISHARES GOLD ISHARES GOLD37.5K shares-40.14%2026-03-312026-05-15

VTI VANGUARD TOTAL9.8K shares-1.30%2026-03-312026-05-15

CGGR CAPITAL GROUP73.7K shares1.71%2026-03-312026-05-15

CGMS CAPITAL GROUP107.2K shares3.35%2026-03-312026-05-15

AMZN AMAZON COM12.9K shares2.25%2026-03-312026-05-15

GOVT ISHARES U S115.6K sharesnew addition2026-03-312026-05-15

SCHD SCHWAB US77.9K shares-3.96%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORP13.7K shares5.23%2026-03-312026-05-15

SECT NORTHERN LTS FD TR IV39.3K sharesnew addition2026-03-312026-05-15

MUB ISHARES NATIONAL21.6K shares21.99%2026-03-312026-05-15

EFV ISHARES MSCI30.2K shares-52.85%2026-03-312026-05-15

IEFA ISHARES CORE24.7K shares0.65%2026-03-312026-05-15

IVW ISHARES S&P16.6K shares11.93%2026-03-312026-05-15

CGCB CAPITAL GROUP68.9K shares3.22%2026-03-312026-05-15

INVESCO QQQ INVESCO QQQ3.1K shares33.48%2026-03-312026-05-15

Sponsored

VTV VANGUARD VALUE8.0K shares1.22%2026-03-312026-05-15

AAPL APPLE INC5.7K shares-2.35%2026-03-312026-05-15

BND VANGUARD TOTAL18.9K shares0.00%2026-03-312026-05-15

EFG ISHARES MSCI12.0K shares34.19%2026-03-312026-05-15

JMUB JPMORGAN26.3K shares21.42%2026-03-312026-05-15

DBEF XTRACKERS MSCI24.9K shares49.28%2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.2K shares2.72%2026-03-312026-05-15

NLR VANECK URANIUM8.6K sharesnew addition2026-03-312026-05-15

Sponsored

LLY ELI LILLY1.2K shares1.64%2026-03-312026-05-15

RDVY FIRST TRUST15.8K shares-3.12%2026-03-312026-05-15

CGBL CAPITAL GROUP30.7K shares0.00%2026-03-312026-05-15

FNDF SCHWAB FUNDAMENTAL20.1K shares39.30%2026-03-312026-05-15

IUSV ISHARES CORE8.7K shares7.17%2026-03-312026-05-15

SYSB ISHARES SYSTEMATIC10.0K shares4.42%2026-03-312026-05-15

META META PLATFORMS1.5K shares5.88%2026-03-312026-05-15

MGV VANGUARD MEGA5.5K shares0.00%2026-03-312026-05-15

Sponsored

MSFT MICROSOFT CORP2.2K shares10.88%2026-03-312026-05-15

IWB ISHARES RUSSELL2.2K shares0.00%2026-03-312026-05-15

INVESCO S&P INVESCO S&P10.6K shares8.24%2026-03-312026-05-15

BUFR FIRST TRUST22.9K shares-2.38%2026-03-312026-05-15

VXF VANGUARD EXTENDED3.4K shares1.34%2026-03-312026-05-15

ALPHABET INC ALPHABET INC2.4K shares12.67%2026-03-312026-05-15

CGDG CAPITAL GROUP18.4K shares0.00%2026-03-312026-05-15

MGK VANGUARD MEGA1.8K shares-6.13%2026-03-312026-05-15

Sponsored

HIMU ISHARES HIGH13.4K shares21.61%2026-03-312026-05-15

CGMU CAPITAL GROUP21.9K shares48.98%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON2.4K shares3.78%2026-03-312026-05-15

CGCV CAPITAL GROUP19.0K shares0.00%2026-03-312026-05-15

ICVT ISHARES CONV5.5K shares-1.07%2026-03-312026-05-15

BOND PIMCO ACTIVE6.1K shares15.14%2026-03-312026-05-15

FMHI FIRST TRUST11.6K shares-68.14%2026-03-312026-05-15

SLV ISHARES SILVER8.0K shares4.06%2026-03-312026-05-15

Sponsored

SPSM STATE STREET11.2K shares-2.07%2026-03-312026-05-15

BALI ISHARES U S17.5K shares18.56%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP2.0K shares-4.14%2026-03-312026-05-15

JEPQ JPMORGAN9.4K shares5.34%2026-03-312026-05-15

XMLV INVESCO S&P8.1K shares-3.14%2026-03-312026-05-15

QCOM QUALCOMM INC3.9K shares11.72%2026-03-312026-05-15

CLOA ISHARES AAA9.4K shares40.12%2026-03-312026-05-15

QYLD GLOBAL X28.0K shares6.21%2026-03-312026-05-15

Sponsored

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY979 shares4.93%2026-03-312026-05-15

FTCB FIRST TRUST22.1K shares-8.81%2026-03-312026-05-15

TSLA TESLA INC1.2K shares7.85%2026-03-312026-05-15

SPY STATE STREET695 shares11.56%2026-03-312026-05-15

FDX FEDEX CORP1.3K shares0.16%2026-03-312026-05-15

VEA VANGUARD FTSE7.0K shares1.14%2026-03-312026-05-15

FTCS FIRST TRUST4.7K shares-1.40%2026-03-312026-05-15

DRI DARDEN RESTAURANTS2.1K shares0.00%2026-03-312026-05-15

Sponsored

HDV ISHARES CORE3.0K sharesnew addition2026-03-312026-05-15

IJH ISHARES CORE6.0K shares-6.09%2026-03-312026-05-15

CGGO CAPITAL GROUP12.0K shares0.00%2026-03-312026-05-15

IJR ISHARES CORE3.2K shares3.90%2026-03-312026-05-15

XLK STATE STREET2.8K shares1.62%2026-03-312026-05-15

SUB ISHARES SHORT3.4K shares-35.37%2026-03-312026-05-15

MBB ISHARES MBS3.8K shares3.47%2026-03-312026-05-15

SPTM STATE STREET4.5K shares-13.69%2026-03-312026-05-15

Sponsored

CHKP CHECK POINT2.5K shares0.00%2026-03-312026-05-15

BLUEROCK PRIVATE BLUEROCK PRIVATE20.3K shares-4.68%2026-03-312026-05-15

FVD FIRST TRUST7.1K shares-45.74%2026-03-312026-05-15

DIS WALT DISNEY3.5K shares2.54%2026-03-312026-05-15

ITA ISHARES AEROSPACE1.5K shares0.00%2026-03-312026-05-15

GLD SPDR GOLD766 shares7.58%2026-03-312026-05-15

AVDV AVANTIS INTL3.3K shares2.09%2026-03-312026-05-15

VGSH VANGUARD SHORT5.5K shares-3.17%2026-03-312026-05-15

Sponsored

JPM JPMORGAN CHASE1.1K shares9.98%2026-03-312026-05-15

IBIT ISHARES BITCOIN8.0K shares75.64%2026-03-312026-05-15

QLTA ISHARES AAA6.4K shares-17.69%2026-03-312026-05-15

DEM WISDOMTREE EMERGING6.1K sharesnew addition2026-03-312026-05-15

FBND FIDELITY TOTAL6.5K shares0.00%2026-03-312026-05-15

MCD MCDONALDS CORP935 shares-2.71%2026-03-312026-05-15

EELV INVESCO S&P10.2K shares-3.33%2026-03-312026-05-15

USIG ISHARES BROAD5.6K shares4.25%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA1.4K shares0.82%2026-03-312026-05-15

OEF ISHARES S&P850 shares-96.67%2026-03-312026-05-15

VOE VANGUARD MID1.5K shares-1.43%2026-03-312026-05-15

WTPI WISDOMTREE EQUITY8.3K shares1.79%2026-03-312026-05-15

SPDW STATE STREET5.6K shares-0.09%2026-03-312026-05-15

TDIV FIRST TRUST2.7K shares-22.74%2026-03-312026-05-15

MMC MARSH1.4K shares0.28%2026-03-312026-05-15

IWF ISHARES RUSSELL581 shares-5.37%2026-03-312026-05-15

Sponsored

CGHM CAPITAL GROUP9.8K shares0.00%2026-03-312026-05-15

IVE ISHARES S&P1.2K sharesnew addition2026-03-312026-05-15

DFAS DIMENSIONAL US3.3K shares0.00%2026-03-312026-05-15

WMT WALMART INC1.9K sharesnew addition2026-03-312026-05-15

HD HOME DEPOT701 sharesnew addition2026-03-312026-05-15

XLF STATE STREET4.7K shares9.89%2026-03-312026-05-15

XMHQ INVESCO S&P2.2K shares-6.34%2026-03-312026-05-15

BROADCOM INC BROADCOM INC728 sharesnew addition2026-03-312026-05-15

Sponsored

EMLC VANECK JPM8.7K sharesnew addition2026-03-312026-05-15

V VISA INC690 shares5.99%2026-03-312026-05-15

IGF ISHARES GLOBAL3.1K sharesnew addition2026-03-312026-05-15

XLU STATE STREET4.5K sharesnew addition2026-03-312026-05-15

EVSM EATON VANCE4.0K sharesnew addition2026-03-312026-05-15

VBK VANGUARD SMALL656 sharesnew addition2026-03-312026-05-15

IWM ISHARES RUSSELL790 sharesnew addition2026-03-312026-05-15

IWV ISHARES RUSSELL527 shares0.00%2026-03-312026-05-15

Sponsored

EUHY ISHARES GLOBAL3.7K sharesnew addition2026-03-312026-05-15

VONG VANGUARD RUSSELL1.8K sharesnew addition2026-03-312026-05-15

CGUS CAPITAL GROUP5.0K sharesnew addition2026-03-312026-05-15

AGG ISHARES CORE1.8K sharesnew addition2026-03-312026-05-15

IYY ISHARES DOW1.1K sharesnew addition2026-03-312026-05-15

AVUV AVANTIS U S1.6K sharesnew addition2026-03-312026-05-15

SCHF SCHWAB INTL7.2K sharesnew addition2026-03-312026-05-15

CIBR FIRST TRUST2.9K shares0.04%2026-03-312026-05-15

Sponsored

VB VANGUARD SMALL678 sharesnew addition2026-03-312026-05-15

IJS ISHARES S&P1.5K sharesnew addition2026-03-312026-05-15

AXON AXON ENTERPRISE402 shares0.50%2026-03-312026-05-15

GRMN GARMIN LTD717 sharesnew addition2026-03-312026-05-15

SLYG STATE STREET1.7K sharesnew addition2026-03-312026-05-15

ABBV ABBVIE INC759 sharesnew addition2026-03-312026-05-15

CAT CATERPILLAR INC233 sharesnew addition2026-03-312026-05-15

FIIG FIRST TRUST7.9K shares-27.58%2026-03-312026-05-15

Sponsored

VTEB VANGUARD MUNICIPAL3.3K sharesnew addition2026-03-312026-05-15

DFUS DIMENSIONAL US2.3K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC1.7K sharesnew addition2026-03-312026-05-15

FIXD FIRST TRUST3.7K sharesnew addition2026-03-312026-05-15

FMF FIRST TRUST3.2K shares-26.03%2026-03-312026-05-15

CGSM CAPITAL GRP FIXED INCM ETF T6.1K sharesnew addition2026-03-312026-05-15

VOT VANGUARD MID613 sharesnew addition2026-03-312026-05-15

PG PROCTER & GAMBLE1.1K sharesnew addition2026-03-312026-05-15

Sponsored

VCIT VANGUARD INTERMEDIATE1.9K sharesnew addition2026-03-312026-05-15

MARVELL TECHNOLOGY MARVELL TECHNOLOGY1.6K sharesnew addition2026-03-312026-05-15

IUSG ISHARES S&P1.0K sharesnew addition2026-03-312026-05-15

IWS ISHARES RUSS1.1K sharesnew addition2026-03-312026-05-15

NTAP NETAPP INC1.5K sharesnew addition2026-03-312026-05-15

HGER HARBOR COMMODITY4.7K sharesnew addition2026-03-312026-05-15

RCL ROYAL CARIBBEAN531 sharesnew addition2026-03-312026-05-15

MMIN NEW YORK LIFE INVTS ACTIVE E6.1K sharesnew addition2026-03-312026-05-15

Sponsored

IGRO ISHARES INTL1.7K sharesnew addition2026-03-312026-05-15

IJK ISHARES S&P1.4K sharesnew addition2026-03-312026-05-15

VO VANGUARD MID498 sharesnew addition2026-03-312026-05-15

KO COCA COLA COMPANY1.8K sharesnew addition2026-03-312026-05-15

NTSX WISDOMTREE U S2.6K sharesnew addition2026-03-312026-05-15

AMD ADVANCED MICRO666 sharesnew addition2026-03-312026-05-15

XOM EXXON MOBIL765 sharesnew addition2026-03-312026-05-15

MO ALTRIA GROUP2.0K sharesnew addition2026-03-312026-05-15

Sponsored

ILCB ISHARES MORNINGSTAR1.4K sharesnew addition2026-03-312026-05-15

IYW ISHARES TECHNOLOGY656 sharesnew addition2026-03-312026-05-15

SPBO STATE STREET4.1K sharesnew addition2026-03-312026-05-15

AFL AFLAC INC1.1K sharesnew addition2026-03-312026-05-15

BTI BRITISH AMERN2.0K sharesnew addition2026-03-312026-05-15

CARR CARRIER GLOBAL2.0K sharesnew addition2026-03-312026-05-15

BUYW NORTHERN LTS FD TR IV8.1K sharesnew addition2026-03-312026-05-15

FSK FS KKR11.2K shares0.00%2026-03-312026-05-15

Sponsored

GE AEROSPACE GE AEROSPACE399 sharesnew addition2026-03-312026-05-15

FTA FIRST TRUST1.2K sharesnew addition2026-03-312026-05-15

FSIG FIRST TRUST5.8K sharesnew addition2026-03-312026-05-15

LOW LOWES COMPANIES457 sharesnew addition2026-03-312026-05-15

VBR VANGUARD SMALL494 sharesnew addition2026-03-312026-05-15

GLW CORNING INC789 sharesnew addition2026-03-312026-05-15

VGIT VANGUARD INTERMEDIATE1.8K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR311 sharesnew addition2026-03-312026-05-15

Sponsored

TMAT NORTHERN LTS FD TR IV4.5K sharesnew addition2026-03-312026-05-15

FTGS FIRST TRUST3.0K sharesnew addition2026-03-312026-05-15

OKE ONEOK INC1.1K sharesnew addition2026-03-312026-05-15

ITOT ISHARES CORE724 sharesnew addition2026-03-312026-05-15

MINT PIMCO EHNANCED999 sharesnew addition2026-03-312026-05-15

CGIC CAPITAL GROUP3.0K sharesnew addition2026-03-312026-05-15

HYGW ISHARES HIGH3.2K shares-55.87%2026-03-312026-05-15

AFLG FIRST TRUST2.4K sharesnew addition2026-03-312026-05-15

Sponsored

FNDA SCHWAB FUNDAMENTAL2.8K sharesnew addition2026-03-312026-05-15

DFAU DIMENSIONAL US2.0K sharesnew addition2026-03-312026-05-15

MU MICRON TECHNOLOGY INC264 sharesnew addition2026-03-312026-05-15

SPEM STATE STREET1.9K sharesnew addition2026-03-312026-05-15

AOA ISHARES CORE1.0K sharesnew addition2026-03-312026-05-15

VMBS VANGUARD MORTGAGE1.9K sharesnew addition2026-03-312026-05-15

NRG NRG ENERGY595 sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES920 sharesnew addition2026-03-312026-05-15

Sponsored

ARISTA NETWORKS ARISTA NETWORKS693 sharesnew addition2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS1.7K sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES1.2K sharesnew addition2026-03-312026-05-15

ABAT AMERICAN BATTERY30.0K shares0.00%2026-03-312026-05-15

VEU VANGUARD FTSE1.1K sharesnew addition2026-03-312026-05-15

CGUI CAPITAL GROUP3.3K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL318 sharesnew addition2026-03-312026-05-15

FDT FIRST TRUST946 sharesnew addition2026-03-312026-05-15

Sponsored

LGOV FIRST TRUST3.8K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC1.3K sharesnew addition2026-03-312026-05-15

SIL GLOBAL X905 sharesnew addition2026-03-312026-05-15

FAAR FIRST TRUST2.4K sharesnew addition2026-03-312026-05-15

VYM VANGUARD HIGH546 sharesnew addition2026-03-312026-05-15

FTLS FIRST TRUST1.1K sharesnew addition2026-03-312026-05-15

SCHA SCHWAB US2.8K sharesnew addition2026-03-312026-05-15

XLE STATE STREET1.3K sharesnew addition2026-03-312026-05-15

Sponsored

FEP FIRST TRUST1.5K sharesnew addition2026-03-312026-05-15

SYY SYSCO CORP1.1K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES542 sharesnew addition2026-03-312026-05-15

CSL CARLISLE COMPANIES235 sharesnew addition2026-03-312026-05-15

EEMV ISHARES MSCI1.2K sharesnew addition2026-03-312026-05-15

DLR DIGITAL REALTY429 sharesnew addition2026-03-312026-05-15

IMCG ISHARES MORNINGSTAR980 sharesnew addition2026-03-312026-05-15

IXUS ISHARES CORE877 sharesnew addition2026-03-312026-05-15

Sponsored

CGSD CAPITAL GROUP2.9K sharesnew addition2026-03-312026-05-15

SO SOUTHERN COMPANY772 sharesnew addition2026-03-312026-05-15

SGDM SPROTT GOLD977 sharesnew addition2026-03-312026-05-15

GILD GILEAD SCIENCES529 sharesnew addition2026-03-312026-05-15

DFAI DIMENSIONAL INTL1.9K sharesnew addition2026-03-312026-05-15

T AT&T INC2.5K sharesnew addition2026-03-312026-05-15

EMXC ISHARES MSCI917 sharesnew addition2026-03-312026-05-15

SDY STATE STREET488 sharesnew addition2026-03-312026-05-15

Sponsored

DFCF DIMENSIONAL CORE1.7K sharesnew addition2026-03-312026-05-15

QQEW FIRST TRUST553 sharesnew addition2026-03-312026-05-15

HWM HOWMET AEROSPACE302 sharesnew addition2026-03-312026-05-15

WMB WILLIAMS COS950 sharesnew addition2026-03-312026-05-15

COST COSTCO WHOLESALE68 sharesnew addition2026-03-312026-05-15

XLI STATE STREET415 sharesnew addition2026-03-312026-05-15

BKLN INVESCO SENIOR3.3K sharesnew addition2026-03-312026-05-15

PANW PALO ALTO413 sharesnew addition2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS306 sharesnew addition2026-03-312026-05-15

BTCO INVESCO GALAXY962 sharesnew addition2026-03-312026-05-15

VGT VANGUARD INFORMATION92 sharesnew addition2026-03-312026-05-15

CGCP CAPITAL GROUP2.9K sharesnew addition2026-03-312026-05-15

FDN FIRST TRUST273 sharesnew addition2026-03-312026-05-15

TMO THERMO FISHER128 sharesnew addition2026-03-312026-05-15

VWO VANGUARD FSTE1.2K sharesnew addition2026-03-312026-05-15

DVY ISHARES SELECT410 sharesnew addition2026-03-312026-05-15

Sponsored

IXC ISHARES GLOBAL1.1K sharesnew addition2026-03-312026-05-15

HLT HILTON WORLDWIDE203 sharesnew addition2026-03-312026-05-15

CWI STATE STREET1.7K sharesnew addition2026-03-312026-05-15

DUKE ENERGY DUKE ENERGY457 sharesnew addition2026-03-312026-05-15

DJD INVESCO DOW1.0K sharesnew addition2026-03-312026-05-15

FYX FIRST TRUST500 sharesnew addition2026-03-312026-05-15

XLY STATE STREET542 sharesnew addition2026-03-312026-05-15

HDB HDFC BANK2.3K sharesnew addition2026-03-312026-05-15

Sponsored

LEU CENTRUS ENERGY334 sharesnew addition2026-03-312026-05-15

NOW SERVICENOW INC551 sharesnew addition2026-03-312026-05-15

TMUS T-MOBILE US273 sharesnew addition2026-03-312026-05-15

VDC VANGUARD CONSUMER255 sharesnew addition2026-03-312026-05-15

DGRO ISHARES CORE809 sharesnew addition2026-03-312026-05-15

LAM RESEARCH LAM RESEARCH261 sharesnew addition2026-03-312026-05-15

XLB STATE STREET1.1K sharesnew addition2026-03-312026-05-15

NEM NEWMONT CORP514 sharesnew addition2026-03-312026-05-15

Sponsored

FTXO FIRST TRUST1.5K sharesnew addition2026-03-312026-05-15

FBT FIRST TRUST273 sharesnew addition2026-03-312026-05-15

FEM FIRST TRUST1.8K sharesnew addition2026-03-312026-05-15

CVX CHEVRON CORP257 sharesnew addition2026-03-312026-05-15

FJP FIRST TRUST733 sharesnew addition2026-03-312026-05-15

BAC BANK AMERICA1.1K sharesnew addition2026-03-312026-05-15

IWD ISHARES RUSSELL246 sharesnew addition2026-03-312026-05-15

DON WISDOMTREE U S1.0K sharesnew addition2026-03-312026-05-15

Sponsored

AMGN AMGEN INC148 sharesnew addition2026-03-312026-05-15

FFIV F5 INC171 sharesnew addition2026-03-312026-05-15

TRP TC ENERGY780 sharesnew addition2026-03-312026-05-15

IJJ ISHARES S&P367 sharesnew addition2026-03-312026-05-15

INVESCO S&P INVESCO S&P252 sharesnew addition2026-03-312026-05-15

USRT ISHARES CORE808 sharesnew addition2026-03-312026-05-15

CDNS CADENCE DESIGN172 sharesnew addition2026-03-312026-05-15

MDY SPDR S&P77 sharesnew addition2026-03-312026-05-15

Sponsored

OTIS OTIS WORLDWIDE619 sharesnew addition2026-03-312026-05-15

INVESCO FTSE INVESCO FTSE990 sharesnew addition2026-03-312026-05-15

IMCB ISHARES MORNINGSTAR556 sharesnew addition2026-03-312026-05-15

CSCO CISCO SYSTEMS594 sharesnew addition2026-03-312026-05-15

XMMO INVESCO S&P317 sharesnew addition2026-03-312026-05-15

DIAL COLUMBIA DIVERSIFIED2.5K sharesnew addition2026-03-312026-05-15

SLB SLB LTD887 sharesnew addition2026-03-312026-05-15

ITB ISHARES U S500 sharesnew addition2026-03-312026-05-15

Sponsored

QQQM INVESCO NASDAQ189 sharesnew addition2026-03-312026-05-15

SPVU INVESCO S&P755 sharesnew addition2026-03-312026-05-15

SFM SPROUTS FARMERS572 sharesnew addition2026-03-312026-05-15

HYG ISHARES IBOXX553 sharesnew addition2026-03-312026-05-15

SCHG SCHWAB US1.5K sharesnew addition2026-03-312026-05-15

BLACKROCK FDG BLACKROCK FDG44 sharesnew addition2026-03-312026-05-15

EMR EMERSON ELECTRIC324 sharesnew addition2026-03-312026-05-15

SPMD STATE STREET711 sharesnew addition2026-03-312026-05-15

Sponsored

IXN ISHARES GLOBAL421 sharesnew addition2026-03-312026-05-15

FCPT FOUR CORNERS1.8K sharesnew addition2026-03-312026-05-15

MNST MONSTER BEVERAGE571 sharesnew addition2026-03-312026-05-15

HCA HCA HEALTHCARE86 sharesnew addition2026-03-312026-05-15

FNDX SCHWAB STRATEGIC TR1.5K sharesnew addition2026-03-312026-05-15

EME EMCOR GROUP54 sharesnew addition2026-03-312026-05-15

ROST ROSS STORES184 sharesnew addition2026-03-312026-05-15

INTC INTEL CORP902 sharesnew addition2026-03-312026-05-15

Sponsored

JGRO JPMORGAN ACTIVE470 sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS240 sharesnew addition2026-03-312026-05-15

PFE PFIZER INC1.4K sharesnew addition2026-03-312026-05-15

PFF ISHARES PFD1.3K sharesnew addition2026-03-312026-05-15

MA MASTERCARD INC77 sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL169 sharesnew addition2026-03-312026-05-15

TJX TJX COS239 sharesnew addition2026-03-312026-05-15

WM WASTE MANAGEMENT164 sharesnew addition2026-03-312026-05-15

Sponsored

IWC ISHARES MICROCAP233 sharesnew addition2026-03-312026-05-15

SPFF GLOBAL X4.1K sharesnew addition2026-03-312026-05-15

IWR ISHARES RUSSELL377 sharesnew addition2026-03-312026-05-15

ORCL ORACLE CORP247 sharesnew addition2026-03-312026-05-15

HR HEALTHCARE REALTY2.1K sharesnew addition2026-03-312026-05-15

MERCK & COMPANY MERCK & COMPANY296 sharesnew addition2026-03-312026-05-15

REM ISHARES MORTGAGE1.7K sharesnew addition2026-03-312026-05-15

ISPY PROSHARES S&P816 sharesnew addition2026-03-312026-05-15

Sponsored

DFUV DIMENSIONAL US719 sharesnew addition2026-03-312026-05-15

ILCG ISHARES MORNINGSTAR355 sharesnew addition2026-03-312026-05-15

TSCO TRACTOR SUPPLY746 sharesnew addition2026-03-312026-05-15

PEP PEPSICO INC214 sharesnew addition2026-03-312026-05-15

PEN PENUMBRA INC100 sharesnew addition2026-03-312026-05-15

XLV STATE STREET223 sharesnew addition2026-03-312026-05-15

CIFR CIPHER DIGITAL2.5K sharesnew addition2026-03-312026-05-15

SCHO SCHWAB SHORT1.3K sharesnew addition2026-03-312026-05-15

Sponsored

BBIN JPMORGAN BETABUILDERS433 sharesnew addition2026-03-312026-05-15

DIA STATE STREET68 sharesnew addition2026-03-312026-05-15

CMG CHIPOTLE MEXICAN984 sharesnew addition2026-03-312026-05-15

ULST STATE STREET771 sharesnew addition2026-03-312026-05-15

FNF FIDELITY NATIONAL669 sharesnew addition2026-03-312026-05-15

SPSB STATE STREET1.0K sharesnew addition2026-03-312026-05-15

TT TRANE TECHNOLOGIES74 sharesnew addition2026-03-312026-05-15

AEE AMEREN CORP279 sharesnew addition2026-03-312026-05-15

Sponsored

EFA ISHARES MSCI315 sharesnew addition2026-03-312026-05-15

AVEM AVANTIS EMERGING371 sharesnew addition2026-03-312026-05-15

ABT ABBOTT LABORATORIES290 sharesnew addition2026-03-312026-05-15

VONV VANGUARD RUSSELL315 sharesnew addition2026-03-312026-05-15

DASH DOORDASH INC195 sharesnew addition2026-03-312026-05-15

NOC NORTHROP GRUMMAN42 sharesnew addition2026-03-312026-05-15

SCHX SCHWAB STRATEGIC TR1.1K sharesnew addition2026-03-312026-05-15

FAST FASTENAL CO614 sharesnew addition2026-03-312026-05-15

Sponsored

SHW SHERWIN WILLIAMS88 sharesnew addition2026-03-312026-05-15

ANNALY CAPITAL ANNALY CAPITAL1.3K sharesnew addition2026-03-312026-05-15

FE FIRSTENERGY CORP546 sharesnew addition2026-03-312026-05-15

CBOE CBOE GLOBAL98 sharesnew addition2026-03-312026-05-15

IVVW ISHARES TR629 sharesnew addition2026-03-312026-05-15

EQIX EQUINIX INC28 sharesnew addition2026-03-312026-05-15

INTL NORTHERN LTS FD TR IV967 sharesnew addition2026-03-312026-05-15

EPR EPR PROPERTIES544 sharesnew addition2026-03-312026-05-15

Sponsored

IREN IREN LTD785 sharesnew addition2026-03-312026-05-15

HEFA ISHARES CURRENCY626 sharesnew addition2026-03-312026-05-15

IYR ISHARES U S280 sharesnew addition2026-03-312026-05-15

WEC ENERGY WEC ENERGY227 sharesnew addition2026-03-312026-05-15

ISCB ISHARES MORNINGSTAR400 sharesnew addition2026-03-312026-05-15

TECK TECK RESOURCES502 sharesnew addition2026-03-312026-05-15

FNDE SCHWAB STRATEGIC TR666 sharesnew addition2026-03-312026-05-15

VTWO VANGUARD RUSSELL254 sharesnew addition2026-03-312026-05-15

Sponsored

AOK ISHARES CORE635 sharesnew addition2026-03-312026-05-15

EXPE EXPEDIA GROUP107 sharesnew addition2026-03-312026-05-15

RWR STATE STREET243 sharesnew addition2026-03-312026-05-15

NUE NUCOR CORP145 sharesnew addition2026-03-312026-05-15

SCHB SCHWAB US963 sharesnew addition2026-03-312026-05-15

IDU ISHARES U S206 sharesnew addition2026-03-312026-05-15

MET METLIFE INC337 sharesnew addition2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS53 sharesnew addition2026-03-312026-05-15

Sponsored

RTX RTX CORP121 sharesnew addition2026-03-312026-05-15

EW EDWARDS LIFESCIENCES288 sharesnew addition2026-03-312026-05-15

GENERAL DYNAMICS GENERAL DYNAMICS67 sharesnew addition2026-03-312026-05-15

JBL JABIL INC86 sharesnew addition2026-03-312026-05-15

SCHI SCHWAB STRATEGIC TR1.0K sharesnew addition2026-03-312026-05-15

KEYS KEYSIGHT TECHNOLOGIES80 sharesnew addition2026-03-312026-05-15

VNQ VANGUARD REAL254 sharesnew addition2026-03-312026-05-15

BLOK AMPLIFY ETF TR451 sharesnew addition2026-03-312026-05-15

Sponsored

DTE DTE ENERGY153 sharesnew addition2026-03-312026-05-15

KR KROGER CO306 sharesnew addition2026-03-312026-05-15

SPYD STATE STREET487 sharesnew addition2026-03-312026-05-15

APH AMPHENOL CORP175 sharesnew addition2026-03-312026-05-15

NSC NORFOLK SOUTHERN77 sharesnew addition2026-03-312026-05-15

KLAC KLA CORP15 sharesnew addition2026-03-312026-05-15

QUAL ISHARES MSCI115 sharesnew addition2026-03-312026-05-15

RDVI FIRST TRUST856 sharesnew addition2026-03-312026-05-15

Sponsored

DRAFTKINGS INC DRAFTKINGS INC1.0K sharesnew addition2026-03-312026-05-15

COWZ PACER US346 sharesnew addition2026-03-312026-05-15

PRU PRUDENTIAL FINANCIAL220 sharesnew addition2026-03-312026-05-15

CGGE CAPITAL GROUP700 sharesnew addition2026-03-312026-05-15

IBM INTL BUSINESS88 sharesnew addition2026-03-312026-05-15

BLACKSTONE INC BLACKSTONE INC185 sharesnew addition2026-03-312026-05-15

BBUS JPMORGAN BETABUILDERS181 sharesnew addition2026-03-312026-05-15

XME STATE STREET191 sharesnew addition2026-03-312026-05-15

Sponsored

BA BOEING COMPANY102 sharesnew addition2026-03-312026-05-15

A AGILENT TECHNOLOGIES178 sharesnew addition2026-03-312026-05-15

CCL CARNIVAL CORP780 sharesnew addition2026-03-312026-05-15

DHS WISDOMTREE U S182 sharesnew addition2026-03-312026-05-15

TLT ISHARES 20229 sharesnew addition2026-03-312026-05-15

SMBS SCHWAB STRATEGIC TR777 sharesnew addition2026-03-312026-05-15

PH PARKER-HANNIFIN CORP22 sharesnew addition2026-03-312026-05-15

COP CONOCOPHILLIPS149 sharesnew addition2026-03-312026-05-15

Sponsored

WFC WELLS FARGO247 sharesnew addition2026-03-312026-05-15

USFR WISDOMTREE FLOATING386 shares-96.37%2026-03-312026-05-15

AMAT APPLIED MATERIALS56 sharesnew addition2026-03-312026-05-15

SBUX STARBUCKS CORP212 sharesnew addition2026-03-312026-05-15

ADSK AUTODESK INC79 sharesnew addition2026-03-312026-05-15

IYH ISHARES U S304 sharesnew addition2026-03-312026-05-15

VNQI VANGUARD GLOBAL420 sharesnew addition2026-03-312026-05-15

INNOVATOR S&P INNOVATOR S&P1.1K sharesnew addition2026-03-312026-05-15

Sponsored

ETR ENTERGY CORP164 sharesnew addition2026-03-312026-05-15

SCHR SCHWAB STRATEGIC TR734 sharesnew addition2026-03-312026-05-15

GSLC GOLDMAN SACHS146 sharesnew addition2026-03-312026-05-15

NEE NEXTERA ENERGY196 sharesnew addition2026-03-312026-05-15

IYG ISHARES U S219 sharesnew addition2026-03-312026-05-15

CHAT ROUNDHILL GENERATIVE290 sharesnew addition2026-03-312026-05-15

IBB ISHARES BIOTECHNOLOGY106 sharesnew addition2026-03-312026-05-15

CFG CITIZENS FINANCIAL298 sharesnew addition2026-03-312026-05-15

Sponsored

VOOG VANGUARD S&P43 sharesnew addition2026-03-312026-05-15

SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY45 sharesnew addition2026-03-312026-05-15

PWR QUANTA SERVICES32 sharesnew addition2026-03-312026-05-15

JEMA JPMORGAN ACTIVEBUILDERS337 sharesnew addition2026-03-312026-05-15

SPG SIMON PROPERTY92 sharesnew addition2026-03-312026-05-15

ICOW PACER FDS TR402 sharesnew addition2026-03-312026-05-15

TD TORONTO DOMINION182 sharesnew addition2026-03-312026-05-15

VSS VANGUARD FTSE116 sharesnew addition2026-03-312026-05-15

Sponsored

SCHE SCHWAB STRATEGIC TR509 sharesnew addition2026-03-312026-05-15

EOG EOG RESOURCES116 sharesnew addition2026-03-312026-05-15

TXN TEXAS INSTRUMENTS86 sharesnew addition2026-03-312026-05-15

PHM PULTEGROUP INC140 sharesnew addition2026-03-312026-05-15

ASML ASML HOLDING12 sharesnew addition2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF300 sharesnew addition2026-03-312026-05-15

SHEL SHELL PLC170 sharesnew addition2026-03-312026-05-15

MTB M&T BANK76 sharesnew addition2026-03-312026-05-15

Sponsored

JEPI JPMORGAN277 sharesnew addition2026-03-312026-05-15

COF CAPITAL ONE85 sharesnew addition2026-03-312026-05-15

GM GENERAL MOTORS208 sharesnew addition2026-03-312026-05-15

EDV VANGUARD EXTENDED237 sharesnew addition2026-03-312026-05-15

SCHC SCHWAB INTL329 sharesnew addition2026-03-312026-05-15

FXZ FIRST TRUST200 sharesnew addition2026-03-312026-05-15

OPEN OPENDOOR TECHNOLOGIES3.2K sharesnew addition2026-03-312026-05-15

VTR VENTAS INC185 sharesnew addition2026-03-312026-05-15

Sponsored

MS MORGAN STANLEY91 sharesnew addition2026-03-312026-05-15

XLC STATE STREET134 sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA17 sharesnew addition2026-03-312026-05-15

REET ISHARES GLOBAL578 sharesnew addition2026-03-312026-05-15

SNA SNAP ON40 sharesnew addition2026-03-312026-05-15

DOW DOW INC340 sharesnew addition2026-03-312026-05-15

VLO VALERO ENERGY56 sharesnew addition2026-03-312026-05-15

IYK ISHARES U S197 sharesnew addition2026-03-312026-05-15

Sponsored

STAG STAG INDUSTRIAL382 sharesnew addition2026-03-312026-05-15

JAVA JPMORGAN ACTIVE188 sharesnew addition2026-03-312026-05-15

KXI ISHARES GLOBAL200 sharesnew addition2026-03-312026-05-15

AMP AMERIPRISE FINANCIAL30 sharesnew addition2026-03-312026-05-15

AIQ GLOBAL X284 sharesnew addition2026-03-312026-05-15

SCHM SCHWAB US426 sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL31 sharesnew addition2026-03-312026-05-15

RF REGIONS FINANCIAL504 sharesnew addition2026-03-312026-05-15

Sponsored

MOS MOSAIC COMPANY505 sharesnew addition2026-03-312026-05-15

CALF PACER FDS TR285 sharesnew addition2026-03-312026-05-15

AVRE AVANTIS REAL290 sharesnew addition2026-03-312026-05-15

REMX VANECK RARE145 sharesnew addition2026-03-312026-05-15

SRET GLOBAL X600 sharesnew addition2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC112 sharesnew addition2026-03-312026-05-15

NZF NUVEEN MUNICIPAL1.0K sharesnew addition2026-03-312026-05-15

EHC ENCOMPASS HEALTH130 sharesnew addition2026-03-312026-05-15

Sponsored

SCHP SCHWAB US456 sharesnew addition2026-03-312026-05-15

RWJ INVESCO S&P240 sharesnew addition2026-03-312026-05-15

CBRE CBRE GROUP89 sharesnew addition2026-03-312026-05-15

AIT APPLIED INDUSTRIAL TECH45 sharesnew addition2026-03-312026-05-15

XSOE WISDOMTREE EMERGING300 sharesnew addition2026-03-312026-05-15

AAOI APPLIED OPTOELECTRONICS142 sharesnew addition2026-03-312026-05-15

NI NISOURCE INC257 sharesnew addition2026-03-312026-05-15

GFI GOLD FIELDS264 sharesnew addition2026-03-312026-05-15

Sponsored

ON ON SEMICONDUCTOR193 sharesnew addition2026-03-312026-05-15

PLD PROLOGIS INC89 sharesnew addition2026-03-312026-05-15

VDE VANGUARD ENERGY68 sharesnew addition2026-03-312026-05-15

CTAS CINTAS CORP69 sharesnew addition2026-03-312026-05-15

FITB FIFTH THIRD250 sharesnew addition2026-03-312026-05-15

BOTZ GLOBAL X347 sharesnew addition2026-03-312026-05-15

XLP STATE STREET138 sharesnew addition2026-03-312026-05-15

OC OWENS CORNING104 sharesnew addition2026-03-312026-05-15

Sponsored

ACGL ARCH CAPITAL GROUP LTD113 sharesnew addition2026-03-312026-05-15

CNO CNO FINANCIAL263 sharesnew addition2026-03-312026-05-15

ARTY ISHARES FUTURE225 sharesnew addition2026-03-312026-05-15

CB CHUBB LTD32 sharesnew addition2026-03-312026-05-15

VOLT TEMA ELECTRIFICATION303 sharesnew addition2026-03-312026-05-15

DELL DELL TECHNOLOGIES62 sharesnew addition2026-03-312026-05-15

FNDC SCHWAB STRATEGIC TR214 sharesnew addition2026-03-312026-05-15

ESGU ISHARES ESG70 sharesnew addition2026-03-312026-05-15

Sponsored

UPS UNITED PARCEL100 sharesnew addition2026-03-312026-05-15

FERGUSON ENTERPRISES FERGUSON ENTERPRISES42 sharesnew addition2026-03-312026-05-15

DTCR GLOBAL X405 sharesnew addition2026-03-312026-05-15

GIS GENERAL MILLS259 sharesnew addition2026-03-312026-05-15

VANGUARD S&P

-3.06%

Shares38.0K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES CORE

37.92%

Shares34.7K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD GROWTH

-12.42%

Shares36.1K

Event2026-03-31

Filed2026-05-15

DYNF

ISHARES U S

-6.44%

Shares220.9K

Event2026-03-31

Filed2026-05-15

SPYV

STATE STREET

-2.02%

Shares223.6K

Event2026-03-31

Filed2026-05-15

SPYG

STATE STREET

8.97%

Shares126.4K

Event2026-03-31

Filed2026-05-15

SPTI

STATE STREET

8.76%

Shares322.4K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES CORE

-15.55%

Shares126.6K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO S&P

8.75%

Shares104.7K

Event2026-03-31

Filed2026-05-15

CGDV

CAPITAL GROUP

0.84%

Shares152.0K

Event2026-03-31

Filed2026-05-15

BAI

ISHARES A I

17.19%

Shares192.0K

Event2026-03-31

Filed2026-05-15

SPTS

STATE STREET

6.00%

Shares177.9K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO S&P

15.01%

Shares45.4K

Event2026-03-31

Filed2026-05-15

AUSF

GLOBAL X

10.13%

Shares97.1K

Event2026-03-31

Filed2026-05-15

UCON

FIRST TRUST

-33.40%

Shares187.7K

Event2026-03-31

Filed2026-05-15

THRO

ISHARES U S

16.49%

Shares127.7K

Event2026-03-31

Filed2026-05-15

FAD

FIRST TRUST

7.80%

Shares28.5K

Event2026-03-31

Filed2026-05-15

SHLD

GLOBAL X

91.05%

Shares63.3K

Event2026-03-31

Filed2026-05-15

IAGG

ISHARES CORE

679.58%

Shares87.3K

Event2026-03-31

Filed2026-05-15

FPEI

FIRST TRUST

5.21%

Shares208.3K

Event2026-03-31

Filed2026-05-15

SPYM

STATE STREET

-1.78%

Shares50.4K

Event2026-03-31

Filed2026-05-15

BINC

ISHARES FLEXIBLE

-25.40%

Shares73.6K

Event2026-03-31

Filed2026-05-15

TRFK

PACER DATA

1414.29%

Shares55.7K

Event2026-03-31

Filed2026-05-15

IUS

INVESCO RAFI

25.68%

Shares59.1K

Event2026-03-31

Filed2026-05-15

PZA

INVESCO NATIONAL

145.54%

Shares144.4K

Event2026-03-31

Filed2026-05-15

ISHARES GOLD

-40.14%

Shares37.5K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD TOTAL

-1.30%

Shares9.8K

Event2026-03-31

Filed2026-05-15

CGGR

CAPITAL GROUP

1.71%

Shares73.7K

Event2026-03-31

Filed2026-05-15

CGMS

CAPITAL GROUP

3.35%

Shares107.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM

2.25%

Shares12.9K

Event2026-03-31

Filed2026-05-15

GOVT

ISHARES U S

New

Shares115.6K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB US

-3.96%

Shares77.9K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORP

5.23%

Shares13.7K

Event2026-03-31

Filed2026-05-15

SECT

NORTHERN LTS FD TR IV

New

Shares39.3K

Event2026-03-31

Filed2026-05-15

MUB

ISHARES NATIONAL

21.99%

Shares21.6K

Event2026-03-31

Filed2026-05-15

EFV

ISHARES MSCI

-52.85%

Shares30.2K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES CORE

0.65%

Shares24.7K

Event2026-03-31

Filed2026-05-15

IVW

ISHARES S&P

11.93%

Shares16.6K

Event2026-03-31

Filed2026-05-15

CGCB

CAPITAL GROUP

3.22%

Shares68.9K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ

33.48%

Shares3.1K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD VALUE

1.22%

Shares8.0K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-2.35%

Shares5.7K

Event2026-03-31

Filed2026-05-15

BND

VANGUARD TOTAL

0.00%

Shares18.9K

Event2026-03-31

Filed2026-05-15

EFG

ISHARES MSCI

34.19%

Shares12.0K

Event2026-03-31

Filed2026-05-15

JMUB

JPMORGAN

21.42%

Shares26.3K

Event2026-03-31

Filed2026-05-15

DBEF

XTRACKERS MSCI

49.28%

Shares24.9K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

2.72%

Shares4.2K

Event2026-03-31

Filed2026-05-15

NLR

VANECK URANIUM

New

Shares8.6K

Event2026-03-31

Filed2026-05-15

LLY

ELI LILLY

1.64%

Shares1.2K

Event2026-03-31

Filed2026-05-15

RDVY

FIRST TRUST

-3.12%

Shares15.8K

Event2026-03-31

Filed2026-05-15

CGBL

CAPITAL GROUP

0.00%

Shares30.7K

Event2026-03-31

Filed2026-05-15

FNDF

SCHWAB FUNDAMENTAL

39.30%

Shares20.1K

Event2026-03-31

Filed2026-05-15

IUSV

ISHARES CORE

7.17%

Shares8.7K

Event2026-03-31

Filed2026-05-15

SYSB

ISHARES SYSTEMATIC

4.42%

Shares10.0K

Event2026-03-31

Filed2026-05-15

META

META PLATFORMS

5.88%

Shares1.5K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD MEGA

0.00%

Shares5.5K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

10.88%

Shares2.2K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES RUSSELL

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-15

INVESCO S&P

8.24%

Shares10.6K

Event2026-03-31

Filed2026-05-15

BUFR

FIRST TRUST

-2.38%

Shares22.9K

Event2026-03-31

Filed2026-05-15

VXF

VANGUARD EXTENDED

1.34%

Shares3.4K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

12.67%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CGDG

CAPITAL GROUP

0.00%

Shares18.4K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD MEGA

-6.13%

Shares1.8K

Event2026-03-31

Filed2026-05-15

HIMU

ISHARES HIGH

21.61%

Shares13.4K

Event2026-03-31

Filed2026-05-15

CGMU

CAPITAL GROUP

48.98%

Shares21.9K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

3.78%

Shares2.4K

Event2026-03-31

Filed2026-05-15

CGCV

CAPITAL GROUP

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-15

ICVT

ISHARES CONV

-1.07%

Shares5.5K

Event2026-03-31

Filed2026-05-15

BOND

PIMCO ACTIVE

15.14%

Shares6.1K

Event2026-03-31

Filed2026-05-15

FMHI

FIRST TRUST

-68.14%

Shares11.6K

Event2026-03-31

Filed2026-05-15

SLV

ISHARES SILVER

4.06%

Shares8.0K

Event2026-03-31

Filed2026-05-15

SPSM

STATE STREET

-2.07%

Shares11.2K

Event2026-03-31

Filed2026-05-15

BALI

ISHARES U S

18.56%

Shares17.5K

Event2026-03-31

Filed2026-05-15

UNH

UNITEDHEALTH GROUP

-4.14%

Shares2.0K

Event2026-03-31

Filed2026-05-15

JEPQ

JPMORGAN

5.34%

Shares9.4K

Event2026-03-31

Filed2026-05-15

XMLV

INVESCO S&P

-3.14%

Shares8.1K

Event2026-03-31

Filed2026-05-15

QCOM

QUALCOMM INC

11.72%

Shares3.9K

Event2026-03-31

Filed2026-05-15

CLOA

ISHARES AAA

40.12%

Shares9.4K

Event2026-03-31

Filed2026-05-15

QYLD

GLOBAL X

6.21%

Shares28.0K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY

4.93%

Shares979

Event2026-03-31

Filed2026-05-15

FTCB

FIRST TRUST

-8.81%

Shares22.1K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

7.85%

Shares1.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STREET

11.56%

Shares695

Event2026-03-31

Filed2026-05-15

FDX

FEDEX CORP

0.16%

Shares1.3K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD FTSE

1.14%

Shares7.0K

Event2026-03-31

Filed2026-05-15

FTCS

FIRST TRUST

-1.40%

Shares4.7K

Event2026-03-31

Filed2026-05-15

DRI

DARDEN RESTAURANTS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-15

HDV

ISHARES CORE

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

IJH

ISHARES CORE

-6.09%

Shares6.0K

Event2026-03-31

Filed2026-05-15

CGGO

CAPITAL GROUP

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES CORE

3.90%

Shares3.2K

Event2026-03-31

Filed2026-05-15

XLK

STATE STREET

1.62%

Shares2.8K

Event2026-03-31

Filed2026-05-15

SUB

ISHARES SHORT

-35.37%

Shares3.4K

Event2026-03-31

Filed2026-05-15

MBB

ISHARES MBS

3.47%

Shares3.8K

Event2026-03-31

Filed2026-05-15

SPTM

STATE STREET

-13.69%

Shares4.5K

Event2026-03-31

Filed2026-05-15

CHKP

CHECK POINT

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-15

BLUEROCK PRIVATE

-4.68%

Shares20.3K

Event2026-03-31

Filed2026-05-15

FVD

FIRST TRUST

-45.74%

Shares7.1K

Event2026-03-31

Filed2026-05-15

DIS

WALT DISNEY

2.54%

Shares3.5K

Event2026-03-31

Filed2026-05-15

ITA

ISHARES AEROSPACE

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD

7.58%

Shares766

Event2026-03-31

Filed2026-05-15

AVDV

AVANTIS INTL

2.09%

Shares3.3K

Event2026-03-31

Filed2026-05-15

VGSH

VANGUARD SHORT

-3.17%

Shares5.5K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE

9.98%

Shares1.1K

Event2026-03-31

Filed2026-05-15

IBIT

ISHARES BITCOIN

75.64%

Shares8.0K

Event2026-03-31

Filed2026-05-15

QLTA

ISHARES AAA

-17.69%

Shares6.4K

Event2026-03-31

Filed2026-05-15

DEM

WISDOMTREE EMERGING

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

FBND

FIDELITY TOTAL

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-15

MCD

MCDONALDS CORP

-2.71%

Shares935

Event2026-03-31

Filed2026-05-15

EELV

INVESCO S&P

-3.33%

Shares10.2K

Event2026-03-31

Filed2026-05-15

USIG

ISHARES BROAD

4.25%

Shares5.6K

Event2026-03-31

Filed2026-05-15

ADP

AUTOMATIC DATA

0.82%

Shares1.4K

Event2026-03-31

Filed2026-05-15

OEF

ISHARES S&P

-96.67%

Shares850

Event2026-03-31

Filed2026-05-15

VOE

VANGUARD MID

-1.43%

Shares1.5K

Event2026-03-31

Filed2026-05-15

WTPI

WISDOMTREE EQUITY

1.79%

Shares8.3K

Event2026-03-31

Filed2026-05-15

SPDW

STATE STREET

-0.09%

Shares5.6K

Event2026-03-31

Filed2026-05-15

TDIV

FIRST TRUST

-22.74%

Shares2.7K

Event2026-03-31

Filed2026-05-15

MMC

MARSH

0.28%

Shares1.4K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES RUSSELL

-5.37%

Shares581

Event2026-03-31

Filed2026-05-15

CGHM

CAPITAL GROUP

0.00%

Shares9.8K

Event2026-03-31

Filed2026-05-15

IVE

ISHARES S&P

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

DFAS

DIMENSIONAL US

0.00%

Shares3.3K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

HOME DEPOT

New

Shares701

Event2026-03-31

Filed2026-05-15

XLF

STATE STREET

9.89%

Shares4.7K

Event2026-03-31

Filed2026-05-15

XMHQ

INVESCO S&P

-6.34%

Shares2.2K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

New

Shares728

Event2026-03-31

Filed2026-05-15

EMLC

VANECK JPM

New

Shares8.7K

Event2026-03-31

Filed2026-05-15

VISA INC

5.99%

Shares690

Event2026-03-31

Filed2026-05-15

IGF

ISHARES GLOBAL

New

Shares3.1K

Event2026-03-31

Filed2026-05-15

XLU

STATE STREET

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

EVSM

EATON VANCE

New

Shares4.0K

Event2026-03-31

Filed2026-05-15

VBK

VANGUARD SMALL

New

Shares656

Event2026-03-31

Filed2026-05-15

IWM

ISHARES RUSSELL

New

Shares790

Event2026-03-31

Filed2026-05-15

IWV

ISHARES RUSSELL

0.00%

Shares527

Event2026-03-31

Filed2026-05-15

EUHY

ISHARES GLOBAL

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

VONG

VANGUARD RUSSELL

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

CGUS

CAPITAL GROUP

New

Shares5.0K

Event2026-03-31

Filed2026-05-15

AGG

ISHARES CORE

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

IYY

ISHARES DOW

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

AVUV

AVANTIS U S

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB INTL

New

Shares7.2K

Event2026-03-31

Filed2026-05-15

CIBR

FIRST TRUST

0.04%

Shares2.9K

Event2026-03-31

Filed2026-05-15

VANGUARD SMALL

New

Shares678

Event2026-03-31

Filed2026-05-15

IJS

ISHARES S&P

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

AXON

AXON ENTERPRISE

0.50%

Shares402

Event2026-03-31

Filed2026-05-15

GRMN

GARMIN LTD

New

Shares717

Event2026-03-31

Filed2026-05-15

SLYG

STATE STREET

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

New

Shares759

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

New

Shares233

Event2026-03-31

Filed2026-05-15

FIIG

FIRST TRUST

-27.58%

Shares7.9K

Event2026-03-31

Filed2026-05-15

VTEB

VANGUARD MUNICIPAL

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL US

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

NFLX

NETFLIX INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

FIXD

FIRST TRUST

New

Shares3.7K

Event2026-03-31

Filed2026-05-15

FMF

FIRST TRUST

-26.03%

Shares3.2K

Event2026-03-31

Filed2026-05-15

CGSM

CAPITAL GRP FIXED INCM ETF T

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

VOT

VANGUARD MID

New

Shares613

Event2026-03-31

Filed2026-05-15

PROCTER & GAMBLE

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

VCIT

VANGUARD INTERMEDIATE

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

MARVELL TECHNOLOGY

New

Shares1.6K

Event2026-03-31

Filed2026-05-15

IUSG

ISHARES S&P

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

IWS

ISHARES RUSS

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

NTAP

NETAPP INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

HGER

HARBOR COMMODITY

New

Shares4.7K

Event2026-03-31

Filed2026-05-15

RCL

ROYAL CARIBBEAN

New

Shares531

Event2026-03-31

Filed2026-05-15

MMIN

NEW YORK LIFE INVTS ACTIVE E

New

Shares6.1K

Event2026-03-31

Filed2026-05-15

IGRO

ISHARES INTL

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

IJK

ISHARES S&P

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

VANGUARD MID

New

Shares498

Event2026-03-31

Filed2026-05-15

COCA COLA COMPANY

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

NTSX

WISDOMTREE U S

New

Shares2.6K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO

New

Shares666

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL

New

Shares765

Event2026-03-31

Filed2026-05-15

ALTRIA GROUP

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

ILCB

ISHARES MORNINGSTAR

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

IYW

ISHARES TECHNOLOGY

New

Shares656

Event2026-03-31

Filed2026-05-15

SPBO

STATE STREET

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

AFL

AFLAC INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

BTI

BRITISH AMERN

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

CARR

CARRIER GLOBAL

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

BUYW

NORTHERN LTS FD TR IV

New

Shares8.1K

Event2026-03-31

Filed2026-05-15

FSK

FS KKR

0.00%

Shares11.2K

Event2026-03-31

Filed2026-05-15

GE AEROSPACE

New

Shares399

Event2026-03-31

Filed2026-05-15

FTA

FIRST TRUST

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

FSIG

FIRST TRUST

New

Shares5.8K

Event2026-03-31

Filed2026-05-15

LOW

LOWES COMPANIES

New

Shares457

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD SMALL

New

Shares494

Event2026-03-31

Filed2026-05-15

GLW

CORNING INC

New

Shares789

Event2026-03-31

Filed2026-05-15

VGIT

VANGUARD INTERMEDIATE

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

TSM

TAIWAN SEMICONDUCTOR

New

Shares311

Event2026-03-31

Filed2026-05-15

TMAT

NORTHERN LTS FD TR IV

New

Shares4.5K

Event2026-03-31

Filed2026-05-15

FTGS

FIRST TRUST

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

OKE

ONEOK INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES CORE

New

Shares724

Event2026-03-31

Filed2026-05-15

MINT

PIMCO EHNANCED

New

Shares999

Event2026-03-31

Filed2026-05-15

CGIC

CAPITAL GROUP

New

Shares3.0K

Event2026-03-31

Filed2026-05-15

HYGW

ISHARES HIGH

-55.87%

Shares3.2K

Event2026-03-31

Filed2026-05-15

AFLG

FIRST TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

FNDA

SCHWAB FUNDAMENTAL

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

DFAU

DIMENSIONAL US

New

Shares2.0K

Event2026-03-31

Filed2026-05-15

MICRON TECHNOLOGY INC

New

Shares264

Event2026-03-31

Filed2026-05-15

SPEM

STATE STREET

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES CORE

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

VMBS

VANGUARD MORTGAGE

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

NRG

NRG ENERGY

New

Shares595

Event2026-03-31

Filed2026-05-15

SCHW

SCHWAB CHARLES

New

Shares920

Event2026-03-31

Filed2026-05-15

ARISTA NETWORKS

New

Shares693

Event2026-03-31

Filed2026-05-15

VERIZON COMMUNICATIONS

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

UBER

UBER TECHNOLOGIES

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

ABAT

AMERICAN BATTERY

0.00%

Shares30.0K

Event2026-03-31

Filed2026-05-15

VEU

VANGUARD FTSE

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

CGUI

CAPITAL GROUP

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

ITW

ILLINOIS TOOL

New

Shares318

Event2026-03-31

Filed2026-05-15

FDT

FIRST TRUST

New

Shares946

Event2026-03-31

Filed2026-05-15

LGOV

FIRST TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-05-15

BSX

BOSTON SCIENTIFIC

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

SIL

GLOBAL X

New

Shares905

Event2026-03-31

Filed2026-05-15

FAAR

FIRST TRUST

New

Shares2.4K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD HIGH

New

Shares546

Event2026-03-31

Filed2026-05-15

FTLS

FIRST TRUST

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

SCHA

SCHWAB US

New

Shares2.8K

Event2026-03-31

Filed2026-05-15

XLE

STATE STREET

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

FEP

FIRST TRUST

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

SYY

SYSCO CORP

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

PLTR

PALANTIR TECHNOLOGIES

New

Shares542

Event2026-03-31

Filed2026-05-15

CSL

CARLISLE COMPANIES

New

Shares235

Event2026-03-31

Filed2026-05-15

EEMV

ISHARES MSCI

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

DLR

DIGITAL REALTY

New

Shares429

Event2026-03-31

Filed2026-05-15

IMCG

ISHARES MORNINGSTAR

New

Shares980

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES CORE

New

Shares877

Event2026-03-31

Filed2026-05-15

CGSD

CAPITAL GROUP

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

SOUTHERN COMPANY

New

Shares772

Event2026-03-31

Filed2026-05-15

SGDM

SPROTT GOLD

New

Shares977

Event2026-03-31

Filed2026-05-15

GILD

GILEAD SCIENCES

New

Shares529

Event2026-03-31

Filed2026-05-15

DFAI

DIMENSIONAL INTL

New

Shares1.9K

Event2026-03-31

Filed2026-05-15

AT&T INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

EMXC

ISHARES MSCI

New

Shares917

Event2026-03-31

Filed2026-05-15

SDY

STATE STREET

New

Shares488

Event2026-03-31

Filed2026-05-15

DFCF

DIMENSIONAL CORE

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

QQEW

FIRST TRUST

New

Shares553

Event2026-03-31

Filed2026-05-15

HWM

HOWMET AEROSPACE

New

Shares302

Event2026-03-31

Filed2026-05-15

WMB

WILLIAMS COS

New

Shares950

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE

New

Shares68

Event2026-03-31

Filed2026-05-15

XLI

STATE STREET

New

Shares415

Event2026-03-31

Filed2026-05-15

BKLN

INVESCO SENIOR

New

Shares3.3K

Event2026-03-31

Filed2026-05-15

PANW

PALO ALTO

New

Shares413

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

New

Shares306

Event2026-03-31

Filed2026-05-15

BTCO

INVESCO GALAXY

New

Shares962

Event2026-03-31

Filed2026-05-15

VGT

VANGUARD INFORMATION

New

Shares92

Event2026-03-31

Filed2026-05-15

CGCP

CAPITAL GROUP

New

Shares2.9K

Event2026-03-31

Filed2026-05-15

FDN

FIRST TRUST

New

Shares273

Event2026-03-31

Filed2026-05-15

TMO

THERMO FISHER

New

Shares128

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD FSTE

New

Shares1.2K

Event2026-03-31

Filed2026-05-15

DVY

ISHARES SELECT

New

Shares410

Event2026-03-31

Filed2026-05-15

IXC

ISHARES GLOBAL

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

HLT

HILTON WORLDWIDE

New

Shares203

Event2026-03-31

Filed2026-05-15

CWI

STATE STREET

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

DUKE ENERGY

New

Shares457

Event2026-03-31

Filed2026-05-15

DJD

INVESCO DOW

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

FYX

FIRST TRUST

New

Shares500

Event2026-03-31

Filed2026-05-15

XLY

STATE STREET

New

Shares542

Event2026-03-31

Filed2026-05-15

HDB

HDFC BANK

New

Shares2.3K

Event2026-03-31

Filed2026-05-15

LEU

CENTRUS ENERGY

New

Shares334

Event2026-03-31

Filed2026-05-15

NOW

SERVICENOW INC

New

Shares551

Event2026-03-31

Filed2026-05-15

TMUS

T-MOBILE US

New

Shares273

Event2026-03-31

Filed2026-05-15

VDC

VANGUARD CONSUMER

New

Shares255

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES CORE

New

Shares809

Event2026-03-31

Filed2026-05-15

LAM RESEARCH

New

Shares261

Event2026-03-31

Filed2026-05-15

XLB

STATE STREET

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

NEM

NEWMONT CORP

New

Shares514

Event2026-03-31

Filed2026-05-15

FTXO

FIRST TRUST

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

FBT

FIRST TRUST

New

Shares273

Event2026-03-31

Filed2026-05-15

FEM

FIRST TRUST

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORP

New

Shares257

Event2026-03-31

Filed2026-05-15

FJP

FIRST TRUST

New

Shares733

Event2026-03-31

Filed2026-05-15

BAC

BANK AMERICA

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES RUSSELL

New

Shares246

Event2026-03-31

Filed2026-05-15

DON

WISDOMTREE U S

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

AMGN

AMGEN INC

New

Shares148

Event2026-03-31

Filed2026-05-15

FFIV

F5 INC

New

Shares171

Event2026-03-31

Filed2026-05-15

TRP

TC ENERGY

New

Shares780

Event2026-03-31

Filed2026-05-15

IJJ

ISHARES S&P

New

Shares367

Event2026-03-31

Filed2026-05-15

INVESCO S&P

New

Shares252

Event2026-03-31

Filed2026-05-15

USRT

ISHARES CORE

New

Shares808

Event2026-03-31

Filed2026-05-15

CDNS

CADENCE DESIGN

New

Shares172

Event2026-03-31

Filed2026-05-15

MDY

SPDR S&P

New

Shares77

Event2026-03-31

Filed2026-05-15

OTIS

OTIS WORLDWIDE

New

Shares619

Event2026-03-31

Filed2026-05-15

INVESCO FTSE

New

Shares990

Event2026-03-31

Filed2026-05-15

IMCB

ISHARES MORNINGSTAR

New

Shares556

Event2026-03-31

Filed2026-05-15

CSCO

CISCO SYSTEMS

New

Shares594

Event2026-03-31

Filed2026-05-15

XMMO

INVESCO S&P

New

Shares317

Event2026-03-31

Filed2026-05-15

DIAL

COLUMBIA DIVERSIFIED

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

SLB

SLB LTD

New

Shares887

Event2026-03-31

Filed2026-05-15

ITB

ISHARES U S

New

Shares500

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO NASDAQ

New

Shares189

Event2026-03-31

Filed2026-05-15

SPVU

INVESCO S&P

New

Shares755

Event2026-03-31

Filed2026-05-15

SFM

SPROUTS FARMERS

New

Shares572

Event2026-03-31

Filed2026-05-15

HYG

ISHARES IBOXX

New

Shares553

Event2026-03-31

Filed2026-05-15

SCHG

SCHWAB US

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

BLACKROCK FDG

New

Shares44

Event2026-03-31

Filed2026-05-15

EMR

EMERSON ELECTRIC

New

Shares324

Event2026-03-31

Filed2026-05-15

SPMD

STATE STREET

New

Shares711

Event2026-03-31

Filed2026-05-15

IXN

ISHARES GLOBAL

New

Shares421

Event2026-03-31

Filed2026-05-15

FCPT

FOUR CORNERS

New

Shares1.8K

Event2026-03-31

Filed2026-05-15

MNST

MONSTER BEVERAGE

New

Shares571

Event2026-03-31

Filed2026-05-15

HCA

HCA HEALTHCARE

New

Shares86

Event2026-03-31

Filed2026-05-15

FNDX

SCHWAB STRATEGIC TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-15

EME

EMCOR GROUP

New

Shares54

Event2026-03-31

Filed2026-05-15

ROST

ROSS STORES

New

Shares184

Event2026-03-31

Filed2026-05-15

INTC

INTEL CORP

New

Shares902

Event2026-03-31

Filed2026-05-15

JGRO

JPMORGAN ACTIVE

New

Shares470

Event2026-03-31

Filed2026-05-15

PHILIP MORRIS

New

Shares240

Event2026-03-31

Filed2026-05-15

PFE

PFIZER INC

New

Shares1.4K

Event2026-03-31

Filed2026-05-15

PFF

ISHARES PFD

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

MASTERCARD INC

New

Shares77

Event2026-03-31

Filed2026-05-15

HON

HONEYWELL INTL

New

Shares169

Event2026-03-31

Filed2026-05-15

TJX

TJX COS

New

Shares239

Event2026-03-31

Filed2026-05-15

WASTE MANAGEMENT

New

Shares164

Event2026-03-31

Filed2026-05-15

IWC

ISHARES MICROCAP

New

Shares233

Event2026-03-31

Filed2026-05-15

SPFF

GLOBAL X

New

Shares4.1K

Event2026-03-31

Filed2026-05-15

IWR

ISHARES RUSSELL

New

Shares377

Event2026-03-31

Filed2026-05-15

ORCL

ORACLE CORP

New

Shares247

Event2026-03-31

Filed2026-05-15

HEALTHCARE REALTY

New

Shares2.1K

Event2026-03-31

Filed2026-05-15

MERCK & COMPANY

New

Shares296

Event2026-03-31

Filed2026-05-15

REM

ISHARES MORTGAGE

New

Shares1.7K

Event2026-03-31

Filed2026-05-15

ISPY

PROSHARES S&P

New

Shares816

Event2026-03-31

Filed2026-05-15

DFUV

DIMENSIONAL US

New

Shares719

Event2026-03-31

Filed2026-05-15

ILCG

ISHARES MORNINGSTAR

New

Shares355

Event2026-03-31

Filed2026-05-15

TSCO

TRACTOR SUPPLY

New

Shares746

Event2026-03-31

Filed2026-05-15

PEP

PEPSICO INC

New

Shares214

Event2026-03-31

Filed2026-05-15

PEN

PENUMBRA INC

New

Shares100

Event2026-03-31

Filed2026-05-15

XLV

STATE STREET

New

Shares223

Event2026-03-31

Filed2026-05-15

CIFR

CIPHER DIGITAL

New

Shares2.5K

Event2026-03-31

Filed2026-05-15

SCHO

SCHWAB SHORT

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

BBIN

JPMORGAN BETABUILDERS

New

Shares433

Event2026-03-31

Filed2026-05-15

DIA

STATE STREET

New

Shares68

Event2026-03-31

Filed2026-05-15

CMG

CHIPOTLE MEXICAN

New

Shares984

Event2026-03-31

Filed2026-05-15

ULST

STATE STREET

New

Shares771

Event2026-03-31

Filed2026-05-15

FNF

FIDELITY NATIONAL

New

Shares669

Event2026-03-31

Filed2026-05-15

SPSB

STATE STREET

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

TRANE TECHNOLOGIES

New

Shares74

Event2026-03-31

Filed2026-05-15

AEE

AMEREN CORP

New

Shares279

Event2026-03-31

Filed2026-05-15

EFA

ISHARES MSCI

New

Shares315

Event2026-03-31

Filed2026-05-15

AVEM

AVANTIS EMERGING

New

Shares371

Event2026-03-31

Filed2026-05-15

ABT

ABBOTT LABORATORIES

New

Shares290

Event2026-03-31

Filed2026-05-15

VONV

VANGUARD RUSSELL

New

Shares315

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

New

Shares195

Event2026-03-31

Filed2026-05-15

NOC

NORTHROP GRUMMAN

New

Shares42

Event2026-03-31

Filed2026-05-15

SCHX

SCHWAB STRATEGIC TR

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

FAST

FASTENAL CO

New

Shares614

Event2026-03-31

Filed2026-05-15

SHW

SHERWIN WILLIAMS

New

Shares88

Event2026-03-31

Filed2026-05-15

ANNALY CAPITAL

New

Shares1.3K

Event2026-03-31

Filed2026-05-15

FIRSTENERGY CORP

New

Shares546

Event2026-03-31

Filed2026-05-15

CBOE

CBOE GLOBAL

New

Shares98

Event2026-03-31

Filed2026-05-15

IVVW

ISHARES TR

New

Shares629

Event2026-03-31

Filed2026-05-15

EQIX

EQUINIX INC

New

Shares28

Event2026-03-31

Filed2026-05-15

INTL

NORTHERN LTS FD TR IV

New

Shares967

Event2026-03-31

Filed2026-05-15

EPR

EPR PROPERTIES

New

Shares544

Event2026-03-31

Filed2026-05-15

IREN

IREN LTD

New

Shares785

Event2026-03-31

Filed2026-05-15

HEFA

ISHARES CURRENCY

New

Shares626

Event2026-03-31

Filed2026-05-15

IYR

ISHARES U S

New

Shares280

Event2026-03-31

Filed2026-05-15

WEC ENERGY

New

Shares227

Event2026-03-31

Filed2026-05-15

ISCB

ISHARES MORNINGSTAR

New

Shares400

Event2026-03-31

Filed2026-05-15

TECK

TECK RESOURCES

New

Shares502

Event2026-03-31

Filed2026-05-15

FNDE

SCHWAB STRATEGIC TR

New

Shares666

Event2026-03-31

Filed2026-05-15

VTWO

VANGUARD RUSSELL

New

Shares254

Event2026-03-31

Filed2026-05-15

AOK

ISHARES CORE

New

Shares635

Event2026-03-31

Filed2026-05-15

EXPE

EXPEDIA GROUP

New

Shares107

Event2026-03-31

Filed2026-05-15

RWR

STATE STREET

New

Shares243

Event2026-03-31

Filed2026-05-15

NUE

NUCOR CORP

New

Shares145

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB US

New

Shares963

Event2026-03-31

Filed2026-05-15

IDU

ISHARES U S

New

Shares206

Event2026-03-31

Filed2026-05-15

MET

METLIFE INC

New

Shares337

Event2026-03-31

Filed2026-05-15

VRTX

VERTEX PHARMACEUTICALS

New

Shares53

Event2026-03-31

Filed2026-05-15

RTX

RTX CORP

New

Shares121

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES

New

Shares288

Event2026-03-31

Filed2026-05-15

GENERAL DYNAMICS

New

Shares67

Event2026-03-31

Filed2026-05-15

JBL

JABIL INC

New

Shares86

Event2026-03-31

Filed2026-05-15

SCHI

SCHWAB STRATEGIC TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

KEYS

KEYSIGHT TECHNOLOGIES

New

Shares80

Event2026-03-31

Filed2026-05-15

VNQ

VANGUARD REAL

New

Shares254

Event2026-03-31

Filed2026-05-15

BLOK

AMPLIFY ETF TR

New

Shares451

Event2026-03-31

Filed2026-05-15

DTE

DTE ENERGY

New

Shares153

Event2026-03-31

Filed2026-05-15

KROGER CO

New

Shares306

Event2026-03-31

Filed2026-05-15

SPYD

STATE STREET

New

Shares487

Event2026-03-31

Filed2026-05-15

APH

AMPHENOL CORP

New

Shares175

Event2026-03-31

Filed2026-05-15

NSC

NORFOLK SOUTHERN

New

Shares77

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

New

Shares15

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES MSCI

New

Shares115

Event2026-03-31

Filed2026-05-15

RDVI

FIRST TRUST

New

Shares856

Event2026-03-31

Filed2026-05-15

DRAFTKINGS INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

COWZ

PACER US

New

Shares346

Event2026-03-31

Filed2026-05-15

PRU

PRUDENTIAL FINANCIAL

New

Shares220

Event2026-03-31

Filed2026-05-15

CGGE

CAPITAL GROUP

New

Shares700

Event2026-03-31

Filed2026-05-15

IBM

INTL BUSINESS

New

Shares88

Event2026-03-31

Filed2026-05-15

BLACKSTONE INC

New

Shares185

Event2026-03-31

Filed2026-05-15

BBUS

JPMORGAN BETABUILDERS

New

Shares181

Event2026-03-31

Filed2026-05-15

XME

STATE STREET

New

Shares191

Event2026-03-31

Filed2026-05-15

BOEING COMPANY

New

Shares102

Event2026-03-31

Filed2026-05-15

AGILENT TECHNOLOGIES

New

Shares178

Event2026-03-31

Filed2026-05-15

CCL

CARNIVAL CORP

New

Shares780

Event2026-03-31

Filed2026-05-15

DHS

WISDOMTREE U S

New

Shares182

Event2026-03-31

Filed2026-05-15

TLT

ISHARES 20

New

Shares229

Event2026-03-31

Filed2026-05-15

SMBS

SCHWAB STRATEGIC TR

New

Shares777

Event2026-03-31

Filed2026-05-15

PARKER-HANNIFIN CORP

New

Shares22

Event2026-03-31

Filed2026-05-15

COP

CONOCOPHILLIPS

New

Shares149

Event2026-03-31

Filed2026-05-15

WFC

WELLS FARGO

New

Shares247

Event2026-03-31

Filed2026-05-15

USFR

WISDOMTREE FLOATING

-96.37%

Shares386

Event2026-03-31

Filed2026-05-15

AMAT

APPLIED MATERIALS

New

Shares56

Event2026-03-31

Filed2026-05-15

SBUX

STARBUCKS CORP

New

Shares212

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

New

Shares79

Event2026-03-31

Filed2026-05-15

IYH

ISHARES U S

New

Shares304

Event2026-03-31

Filed2026-05-15

VNQI

VANGUARD GLOBAL

New

Shares420

Event2026-03-31

Filed2026-05-15

INNOVATOR S&P

New

Shares1.1K

Event2026-03-31

Filed2026-05-15

ETR

ENTERGY CORP

New

Shares164

Event2026-03-31

Filed2026-05-15

SCHR

SCHWAB STRATEGIC TR

New

Shares734

Event2026-03-31

Filed2026-05-15

GSLC

GOLDMAN SACHS

New

Shares146

Event2026-03-31

Filed2026-05-15

NEE

NEXTERA ENERGY

New

Shares196

Event2026-03-31

Filed2026-05-15

IYG

ISHARES U S

New

Shares219

Event2026-03-31

Filed2026-05-15

CHAT

ROUNDHILL GENERATIVE

New

Shares290

Event2026-03-31

Filed2026-05-15

IBB

ISHARES BIOTECHNOLOGY

New

Shares106

Event2026-03-31

Filed2026-05-15

CFG

CITIZENS FINANCIAL

New

Shares298

Event2026-03-31

Filed2026-05-15

VOOG

VANGUARD S&P

New

Shares43

Event2026-03-31

Filed2026-05-15

SEAGATE TECHNOLOGY

New

Shares45

Event2026-03-31

Filed2026-05-15

PWR

QUANTA SERVICES

New

Shares32

Event2026-03-31

Filed2026-05-15

JEMA

JPMORGAN ACTIVEBUILDERS

New

Shares337

Event2026-03-31

Filed2026-05-15

SPG

SIMON PROPERTY

New

Shares92

Event2026-03-31

Filed2026-05-15

ICOW

PACER FDS TR

New

Shares402

Event2026-03-31

Filed2026-05-15

TORONTO DOMINION

New

Shares182

Event2026-03-31

Filed2026-05-15

VSS

VANGUARD FTSE

New

Shares116

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

New

Shares509

Event2026-03-31

Filed2026-05-15

EOG

EOG RESOURCES

New

Shares116

Event2026-03-31

Filed2026-05-15

TXN

TEXAS INSTRUMENTS

New

Shares86

Event2026-03-31

Filed2026-05-15

PHM

PULTEGROUP INC

New

Shares140

Event2026-03-31

Filed2026-05-15

ASML

ASML HOLDING

New

Shares12

Event2026-03-31

Filed2026-05-15

GBTC

GRAYSCALE BITCOIN TRUST ETF

New

Shares300

Event2026-03-31

Filed2026-05-15

SHEL

SHELL PLC

New

Shares170

Event2026-03-31

Filed2026-05-15

MTB

M&T BANK

New

Shares76

Event2026-03-31

Filed2026-05-15

JEPI

JPMORGAN

New

Shares277

Event2026-03-31

Filed2026-05-15

COF

CAPITAL ONE

New

Shares85

Event2026-03-31

Filed2026-05-15

GENERAL MOTORS

New

Shares208

Event2026-03-31

Filed2026-05-15

EDV

VANGUARD EXTENDED

New

Shares237

Event2026-03-31

Filed2026-05-15

SCHC

SCHWAB INTL

New

Shares329

Event2026-03-31

Filed2026-05-15

FXZ

FIRST TRUST

New

Shares200

Event2026-03-31

Filed2026-05-15

OPEN

OPENDOOR TECHNOLOGIES

New

Shares3.2K

Event2026-03-31

Filed2026-05-15

VTR

VENTAS INC

New

Shares185

Event2026-03-31

Filed2026-05-15

MORGAN STANLEY

New

Shares91

Event2026-03-31

Filed2026-05-15

XLC

STATE STREET

New

Shares134

Event2026-03-31

Filed2026-05-15

GEV

GE VERNOVA

New

Shares17

Event2026-03-31

Filed2026-05-15

REET

ISHARES GLOBAL

New

Shares578

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON

New

Shares40

Event2026-03-31

Filed2026-05-15

DOW

DOW INC

New

Shares340

Event2026-03-31

Filed2026-05-15

VLO

VALERO ENERGY

New

Shares56

Event2026-03-31

Filed2026-05-15

IYK

ISHARES U S

New

Shares197

Event2026-03-31

Filed2026-05-15

STAG

STAG INDUSTRIAL

New

Shares382

Event2026-03-31

Filed2026-05-15

JAVA

JPMORGAN ACTIVE

New

Shares188

Event2026-03-31

Filed2026-05-15

KXI

ISHARES GLOBAL

New

Shares200

Event2026-03-31

Filed2026-05-15

AMP

AMERIPRISE FINANCIAL

New

Shares30

Event2026-03-31

Filed2026-05-15

AIQ

GLOBAL X

New

Shares284

Event2026-03-31

Filed2026-05-15

SCHM

SCHWAB US

New

Shares426

Event2026-03-31

Filed2026-05-15

SPGI

S&P GLOBAL

New

Shares31

Event2026-03-31

Filed2026-05-15

REGIONS FINANCIAL

New

Shares504

Event2026-03-31

Filed2026-05-15

MOS

MOSAIC COMPANY

New

Shares505

Event2026-03-31

Filed2026-05-15

CALF

PACER FDS TR

New

Shares285

Event2026-03-31

Filed2026-05-15

AVRE

AVANTIS REAL

New

Shares290

Event2026-03-31

Filed2026-05-15

REMX

VANECK RARE

New

Shares145

Event2026-03-31

Filed2026-05-15

SRET

GLOBAL X

New

Shares600

Event2026-03-31

Filed2026-05-15

CITIGROUP INC

New

Shares112

Event2026-03-31

Filed2026-05-15

NZF

NUVEEN MUNICIPAL

New

Shares1.0K

Event2026-03-31

Filed2026-05-15

EHC

ENCOMPASS HEALTH

New

Shares130

Event2026-03-31

Filed2026-05-15

SCHP

SCHWAB US

New

Shares456

Event2026-03-31

Filed2026-05-15

RWJ

INVESCO S&P

New

Shares240

Event2026-03-31

Filed2026-05-15

CBRE

CBRE GROUP

New

Shares89

Event2026-03-31

Filed2026-05-15

AIT

APPLIED INDUSTRIAL TECH

New

Shares45

Event2026-03-31

Filed2026-05-15

XSOE

WISDOMTREE EMERGING

New

Shares300

Event2026-03-31

Filed2026-05-15

AAOI

APPLIED OPTOELECTRONICS

New

Shares142

Event2026-03-31

Filed2026-05-15

NISOURCE INC

New

Shares257

Event2026-03-31

Filed2026-05-15

GFI

GOLD FIELDS

New

Shares264

Event2026-03-31

Filed2026-05-15

ON SEMICONDUCTOR

New

Shares193

Event2026-03-31

Filed2026-05-15

PLD

PROLOGIS INC

New

Shares89

Event2026-03-31

Filed2026-05-15

VDE

VANGUARD ENERGY

New

Shares68

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

New

Shares69

Event2026-03-31

Filed2026-05-15

FITB

FIFTH THIRD

New

Shares250

Event2026-03-31

Filed2026-05-15

BOTZ

GLOBAL X

New

Shares347

Event2026-03-31

Filed2026-05-15

XLP

STATE STREET

New

Shares138

Event2026-03-31

Filed2026-05-15

OWENS CORNING

New

Shares104

Event2026-03-31

Filed2026-05-15

ACGL

ARCH CAPITAL GROUP LTD

New

Shares113

Event2026-03-31

Filed2026-05-15

CNO

CNO FINANCIAL

New

Shares263

Event2026-03-31

Filed2026-05-15

ARTY

ISHARES FUTURE

New

Shares225

Event2026-03-31

Filed2026-05-15

CHUBB LTD

New

Shares32

Event2026-03-31

Filed2026-05-15

VOLT

TEMA ELECTRIFICATION

New

Shares303

Event2026-03-31

Filed2026-05-15

DELL

DELL TECHNOLOGIES

New

Shares62

Event2026-03-31

Filed2026-05-15

FNDC

SCHWAB STRATEGIC TR

New

Shares214

Event2026-03-31

Filed2026-05-15

ESGU

ISHARES ESG

New

Shares70

Event2026-03-31

Filed2026-05-15

UPS

UNITED PARCEL

New

Shares100

Event2026-03-31

Filed2026-05-15

FERGUSON ENTERPRISES

New

Shares42

Event2026-03-31

Filed2026-05-15

DTCR

GLOBAL X

New

Shares405

Event2026-03-31

Filed2026-05-15

GIS

GENERAL MILLS

New

Shares259

Event2026-03-31

Filed2026-05-15

Call Option Holdings

CALL 4 AXON ENTERPRISE Call CallCALL 4 AXON ENTERPRISEN/A sharesnew addition2026-03-312026-05-15

CALL 4 AXON ENTERPRISE Call

CALL 4 AXON ENTERPRISE

New

SharesN/A

Event2026-03-31

Filed2026-05-15

Put Option Holdings

No put option holdings data available