Sponsored

The Analysis of Syntegra Private Wealth Group, LLC's Holdings & P&L

Currently, Syntegra Private Wealth Group, LLC holds 189 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in FBND (+844.7K shares, valued at $38.5M), AVEM (+189.8K shares, valued at $15.3M), FENI (+176.2K shares, valued at $6.6M); decreased their positions in JAAA (-422.5K shares, valued at $21.3M), SPYG (-148.1K shares, valued at $14.5M), QQQM (-39.5K shares, valued at $9.4M); initiated new positions in FBND (+844.7K shares, valued at $38.5M), AVEM (+189.8K shares, valued at $15.3M), ESGD (+3.8K shares, valued at $362.2K).

1M P&L

+32.5M+3.28%

3M P&L

+35.6M+3.60%

HY P&L

+79.8M+8.45%

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/A862.6M

92.6%

2Consumer Electronics13.3M

1.4%

3Semiconductors6.4M

0.7%

Top Industries by Stock Count

1N/A113 stocks

65.7%

2Drug Manufacturers - General4 stocks

2.3%

3Semiconductors4 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FENI FIDELITY COVINGTON TRUST3.6M shares5.09%2026-03-312026-04-27

SPYG SPDR SERIES TRUST1.3M shares-10.05%2026-03-312026-04-27

LGLV SPDR SERIES TRUST639.0K shares-0.68%2026-03-312026-04-27

SPTM SPDR SERIES TRUST1.4M shares-3.87%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS145.8K shares3.99%2026-03-312026-04-27

JPIE J P MORGAN EXCHANGE TRADED F1.1M shares2.02%2026-03-312026-04-27

JMEE J P MORGAN EXCHANGE TRADED F617.1K shares-0.31%2026-03-312026-04-27

FBND FIDELITY MERRIMACK STR TR844.7K sharesnew addition2026-03-312026-04-27

Sponsored

QQQM INVESCO EXCH TRADED FD TR II147.2K shares-21.17%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR32.1K shares-0.11%2026-03-312026-04-27

SPHY SPDR SERIES TRUST777.0K shares-0.88%2026-03-312026-04-27

AVEM AMERICAN CENTY ETF TR189.8K sharesnew addition2026-03-312026-04-27

USMV ISHARES TR155.2K shares-16.75%2026-03-312026-04-27

AAPL APPLE INC52.3K shares-4.93%2026-03-312026-04-27

JMUB J P MORGAN EXCHANGE TRADED F217.6K shares2.95%2026-03-312026-04-27

SPSM SPDR SERIES TRUST213.5K shares-12.66%2026-03-312026-04-27

Sponsored

NEAR ISHARES U S ETF TR193.5K shares-8.17%2026-03-312026-04-27

HYMB SPDR SERIES TRUST360.1K shares-2.38%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR168.5K shares-71.49%2026-03-312026-04-27

QTEC FIRST TR EXCHANGE-TRADED FD36.5K shares-5.74%2026-03-312026-04-27

JMST J P MORGAN EXCHANGE TRADED F148.0K shares14.49%2026-03-312026-04-27

BUFB INNOVATOR ETFS TRUST193.1K shares2.07%2026-03-312026-04-27

VTI VANGUARD INDEX FDS19.5K shares0.25%2026-03-312026-04-27

SPYM SPDR SERIES TRUST71.4K shares2.20%2026-03-312026-04-27

Sponsored

NVDA NVIDIA CORPORATION30.3K shares-8.95%2026-03-312026-04-27

SUB ISHARES TR49.5K shares11.84%2026-03-312026-04-27

MSFT MICROSOFT CORP13.5K shares-8.68%2026-03-312026-04-27

GSUS GOLDMAN SACHS ETF TR55.0K shares2.26%2026-03-312026-04-27

MDYG SPDR SERIES TRUST44.4K shares-2.43%2026-03-312026-04-27

SPMD SPDR SERIES TRUST69.7K shares-38.29%2026-03-312026-04-27

IBDU ISHARES TR176.5K shares-2.73%2026-03-312026-04-27

BROADCOM INC BROADCOM INC12.0K shares-7.17%2026-03-312026-04-27

Sponsored

AMZN AMAZON COM INC17.1K shares-7.22%2026-03-312026-04-27

WMT WALMART INC27.2K shares11.58%2026-03-312026-04-27

V VISA INC10.3K shares-2.79%2026-03-312026-04-27

ABBV ABBVIE INC14.1K shares-0.84%2026-03-312026-04-27

MCO MOODYS CORP6.9K shares-0.86%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II34.7K shares0.25%2026-03-312026-04-27

GSIE GOLDMAN SACHS ETF TR51.0K shares2.28%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO7.5K shares-5.58%2026-03-312026-04-27

Sponsored

BLACKSTONE INC BLACKSTONE INC18.2K shares-60.09%2026-03-312026-04-27

IVW ISHARES TR16.5K shares-0.04%2026-03-312026-04-27

TJUL INNOVATOR ETFS TRUST58.9K shares-6.37%2026-03-312026-04-27

DVY ISHARES TR11.2K shares-3.43%2026-03-312026-04-27

ICOW PACER FDS TR38.3K shares-13.64%2026-03-312026-04-27

ALPHABET INC ALPHABET INC5.6K shares-24.17%2026-03-312026-04-27

BA BOEING CO7.9K shares-1.64%2026-03-312026-04-27

XTEN BONDBLOXX ETF TRUST32.3K shares-3.00%2026-03-312026-04-27

Sponsored

MRGR PROSHARES TR32.4K shares52.91%2026-03-312026-04-27

GSLC GOLDMAN SACHS ETF TR11.4K shares2.49%2026-03-312026-04-27

QUAL ISHARES TR6.9K shares-9.49%2026-03-312026-04-27

ABT ABBOTT LABORATORIES12.7K shares1.90%2026-03-312026-04-27

GSSC GOLDMAN SACHS ETF TR17.5K shares0.57%2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS16.6K shares-2.00%2026-03-312026-04-27

MEAR ISHARES U S ETF TR25.6K shares0.33%2026-03-312026-04-27

IBM INTERNATIONAL BUSINESS MACHS5.0K shares0.18%2026-03-312026-04-27

Sponsored

LLY ELI LILLY & CO1.3K shares-6.51%2026-03-312026-04-27

HYD VANECK ETF TRUST23.9K shares-12.89%2026-03-312026-04-27

FLRT PACER FDS TR25.8K shares12.71%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T1.8K shares-7.31%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares-9.01%2026-03-312026-04-27

FMB FIRST TR EXCH TRADED FD III21.9K shares-3.59%2026-03-312026-04-27

JEPI J P MORGAN EXCHANGE TRADED F19.1K shares0.54%2026-03-312026-04-27

PG PROCTER & GAMBLE CO6.4K shares-7.34%2026-03-312026-04-27

Sponsored

T AT&T INC31.9K shares0.82%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP4.1K shares-2.41%2026-03-312026-04-27

HD HOME DEPOT INC2.6K shares-5.04%2026-03-312026-04-27

PFFD GLOBAL X FDS45.6K shares4.38%2026-03-312026-04-27

ALPHABET INC ALPHABET INC2.9K shares-1.06%2026-03-312026-04-27

COP CONOCOPHILLIPS6.2K shares-0.58%2026-03-312026-04-27

META META PLATFORMS INC1.4K shares-20.54%2026-03-312026-04-27

XTN SPDR SERIES TRUST8.6K shares-1.21%2026-03-312026-04-27

Sponsored

AEE AMEREN CORP7.1K shares-15.17%2026-03-312026-04-27

MUB ISHARES TR7.3K shares5.11%2026-03-312026-04-27

MCD MCDONALDS CORP2.4K shares-3.60%2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.5K shares-28.30%2026-03-312026-04-27

VTV VANGUARD INDEX FDS3.8K shares-0.27%2026-03-312026-04-27

GEM GOLDMAN SACHS ETF TR16.6K shares1.72%2026-03-312026-04-27

HODL VANECK BITCOIN ETF36.8K shares0.00%2026-03-312026-04-27

PSX PHILLIPS 663.9K shares-0.90%2026-03-312026-04-27

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T6.8K shares-0.71%2026-03-312026-04-27

CAT CATERPILLAR INC944 shares-10.10%2026-03-312026-04-27

IVE ISHARES TR3.1K shares4.81%2026-03-312026-04-27

UNP UNION PAC CORP2.7K shares-1.48%2026-03-312026-04-27

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD38.9K shares10.24%2026-03-312026-04-27

TSLA TESLA INC1.7K shares-23.78%2026-03-312026-04-27

CSCO CISCO SYS INC7.8K shares-6.94%2026-03-312026-04-27

ACWI ISHARES TR4.4K shares0.00%2026-03-312026-04-27

Sponsored

MAR MARRIOTT INTL INC NEW1.9K shares-1.59%2026-03-312026-04-27

AJUL INNOVATOR ETFS TRUST20.4K shares0.00%2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST10.1K shares-12.50%2026-03-312026-04-27

JEPQ J P MORGAN EXCHANGE TRADED F10.6K shares-1.69%2026-03-312026-04-27

ETFS GOLD TR ETFS GOLD TR13.0K shares0.00%2026-03-312026-04-27

CFO VICTORY PORTFOLIOS II7.8K shares-2.49%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.8K shares-7.68%2026-03-312026-04-27

IJH ISHARES TR8.4K shares-2.30%2026-03-312026-04-27

Sponsored

IVV ISHARES TR870 shares9.85%2026-03-312026-04-27

NOBL PROSHARES TR5.3K shares0.36%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON2.3K shares-15.68%2026-03-312026-04-27

GCOR GOLDMAN SACHS ETF TR13.2K shares18.44%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS3.6K shares0.53%2026-03-312026-04-27

CBSH COMMERCE BANCSHARES INC10.8K shares0.00%2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC1.9K shares4.97%2026-03-312026-04-27

Sponsored

SRE SEMPRA5.4K shares-3.92%2026-03-312026-04-27

XOM EXXON MOBIL CORP3.0K shares-3.86%2026-03-312026-04-27

MMIN NEW YORK LIFE INVTS ACTIVE E21.6K shares5.17%2026-03-312026-04-27

WM WASTE MGMT INC DEL2.2K shares-0.14%2026-03-312026-04-27

XMLV INVESCO EXCH TRADED FD TR II8.0K shares0.00%2026-03-312026-04-27

NEE NEXTERA ENERGY INC5.4K shares-5.77%2026-03-312026-04-27

TDIV FIRST TR EXCHANGE TRADED FD5.2K shares0.00%2026-03-312026-04-27

SOXX ISHARES TR1.5K shares0.00%2026-03-312026-04-27

Sponsored

COST COSTCO WHOLESALE CORPORATION467 shares-17.78%2026-03-312026-04-27

MERCK & CO INC MERCK & CO INC3.8K shares-12.98%2026-03-312026-04-27

KRMA GLOBAL X FDS11.0K shares14.84%2026-03-312026-04-27

BINC BLACKROCK ETF TRUST II8.6K shares-9.72%2026-03-312026-04-27

GIGB GOLDMAN SACHS ETF TR9.7K shares6.56%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC3.0K shares12.77%2026-03-312026-04-27

SO SOUTHERN CO4.5K shares-2.27%2026-03-312026-04-27

EOG EOG RES INC3.0K shares0.00%2026-03-312026-04-27

Sponsored

JSI JANUS DETROIT STR TR8.1K shares0.00%2026-03-312026-04-27

MTUM ISHARES TR1.7K shares0.53%2026-03-312026-04-27

BIL SPDR SERIES TRUST4.4K shares-2.08%2026-03-312026-04-27

ILCG ISHARES TR4.2K shares0.00%2026-03-312026-04-27

MARM FIRST TR EXCHNG TRADED FD VI12.0K shares-19.89%2026-03-312026-04-27

AGZD WISDOMTREE TR17.5K shares0.00%2026-03-312026-04-27

VGT VANGUARD WORLD FD563 shares0.00%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares-3.88%2026-03-312026-04-27

Sponsored

AMGN AMGEN INC1.1K shares-8.33%2026-03-312026-04-27

GEV GE VERNOVA INC436 shares-11.56%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS1.8K shares0.00%2026-03-312026-04-27

EFAV ISHARES TR4.0K shares5.92%2026-03-312026-04-27

ESGU ISHARES TR2.6K shares-26.87%2026-03-312026-04-27

ESGD ISHARES TR3.8K sharesnew addition2026-03-312026-04-27

CORO BLACKROCK ETF TRUST11.1K sharesnew addition2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR15.4K shares1.44%2026-03-312026-04-27

Sponsored

DGRO ISHARES TR5.1K shares0.00%2026-03-312026-04-27

IWP ISHARES TR2.8K shares0.00%2026-03-312026-04-27

SMH VANECK ETF TRUST923 shares8.72%2026-03-312026-04-27

IAGG ISHARES TR7.1K shares0.87%2026-03-312026-04-27

USHY ISHARES TR9.6K shares-1.90%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.7K shares2.06%2026-03-312026-04-27

TAPR INNOVATOR ETFS TRUST13.4K shares0.00%2026-03-312026-04-27

SHEL SHELL PLC3.7K shares-3.80%2026-03-312026-04-27

Sponsored

IUSB ISHARES TR7.4K shares0.94%2026-03-312026-04-27

ORCL ORACLE CORP2.3K shares-1.36%2026-03-312026-04-27

ARKK ARK ETF TR4.8K shares0.00%2026-03-312026-04-27

PEP PEPSICO INC2.1K shares-14.24%2026-03-312026-04-27

FDN FIRST TR EXCHANGE-TRADED FD1.4K shares0.00%2026-03-312026-04-27

AOCT INNOVATOR ETFS TRUST11.7K shares0.00%2026-03-312026-04-27

ACWX ISHARES TR4.4K sharesnew addition2026-03-312026-04-27

IBMT ISHARES TR11.6K shares0.00%2026-03-312026-04-27

Sponsored

QCOM QUALCOMM INC2.3K shares6.06%2026-03-312026-04-27

EFV ISHARES TR3.8K shares-37.79%2026-03-312026-04-27

XNTK SPDR SERIES TRUST1.1K shares0.00%2026-03-312026-04-27

VZ VERIZON COMMUNICATIONS INC5.4K shares-11.19%2026-03-312026-04-27

IT GARTNER INC1.7K shares-9.05%2026-03-312026-04-27

TE CONNECTIVITY PLC TE CONNECTIVITY PLC1.3K shares0.47%2026-03-312026-04-27

HON HONEYWELL INTL INC1.2K shares-8.17%2026-03-312026-04-27

IJR ISHARES TR2.1K shares0.00%2026-03-312026-04-27

Sponsored

HEGD LISTED FDS TR10.4K shares0.00%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-04-27

BSEP INNOVATOR ETFS TRUST5.2K shares0.00%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR1.7K shares10.03%2026-03-312026-04-27

NFLX NETFLIX INC.2.6K shares-12.79%2026-03-312026-04-27

BAC BANK AMERICA CORP5.1K shares-12.97%2026-03-312026-04-27

GOVT ISHARES TR10.7K sharesnew addition2026-03-312026-04-27

KLAC KLA CORP166 shares-8.29%2026-03-312026-04-27

Sponsored

VTEB VANGUARD MUN BD FDS4.9K shares0.00%2026-03-312026-04-27

RTX RTX CORPORATION1.3K shares-16.80%2026-03-312026-04-27

AJG GALLAGHER ARTHUR J & CO1.1K shares-1.33%2026-03-312026-04-27

KO COCA COLA CO3.2K shares-11.87%2026-03-312026-04-27

HUBG HUB GROUP INC6.6K shares0.00%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS3.7K shares0.00%2026-03-312026-04-27

SHYD VANECK ETF TRUST10.2K sharesnew addition2026-03-312026-04-27

GGUS GOLDMAN SACHS ETF TR4.0K shares3.21%2026-03-312026-04-27

Sponsored

GLD SPDR GOLD TR532 shares-3.45%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC643 sharesnew addition2026-03-312026-04-27

BAI BLACKROCK ETF TRUST6.6K shares-0.67%2026-03-312026-04-27

ACWV ISHARES INC1.8K shares-3.18%2026-03-312026-04-27

NI NISOURCE INC4.6K sharesnew addition2026-03-312026-04-27

STBF TRUST FOR PROFESSIONAL MANAG8.2K sharesnew addition2026-03-312026-04-27

GLOV GOLDMAN SACHS ETF TR3.7K shares3.63%2026-03-312026-04-27

IBDV ISHARES TR9.4K shares0.00%2026-03-312026-04-27

Sponsored

CNM CORE & MAIN INC4.2K shares0.00%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II1.8K shares0.22%2026-03-312026-04-27

AFFIRM HLDGS INC AFFIRM HLDGS INC29.0K shares0.00%2026-03-312026-04-27

SNAP INC SNAP INC18.0K shares0.00%2026-03-312026-04-27

SNAP INC SNAP INC15.0K shares0.00%2026-03-312026-04-27

FENI

FIDELITY COVINGTON TRUST

5.09%

Shares3.6M

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

-10.05%

Shares1.3M

Event2026-03-31

Filed2026-04-27

LGLV

SPDR SERIES TRUST

-0.68%

Shares639.0K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

-3.87%

Shares1.4M

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

3.99%

Shares145.8K

Event2026-03-31

Filed2026-04-27

JPIE

J P MORGAN EXCHANGE TRADED F

2.02%

Shares1.1M

Event2026-03-31

Filed2026-04-27

JMEE

J P MORGAN EXCHANGE TRADED F

-0.31%

Shares617.1K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY MERRIMACK STR TR

New

Shares844.7K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

-21.17%

Shares147.2K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-0.11%

Shares32.1K

Event2026-03-31

Filed2026-04-27

SPHY

SPDR SERIES TRUST

-0.88%

Shares777.0K

Event2026-03-31

Filed2026-04-27

AVEM

AMERICAN CENTY ETF TR

New

Shares189.8K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-16.75%

Shares155.2K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

-4.93%

Shares52.3K

Event2026-03-31

Filed2026-04-27

JMUB

J P MORGAN EXCHANGE TRADED F

2.95%

Shares217.6K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

-12.66%

Shares213.5K

Event2026-03-31

Filed2026-04-27

NEAR

ISHARES U S ETF TR

-8.17%

Shares193.5K

Event2026-03-31

Filed2026-04-27

HYMB

SPDR SERIES TRUST

-2.38%

Shares360.1K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

-71.49%

Shares168.5K

Event2026-03-31

Filed2026-04-27

QTEC

FIRST TR EXCHANGE-TRADED FD

-5.74%

Shares36.5K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

14.49%

Shares148.0K

Event2026-03-31

Filed2026-04-27

BUFB

INNOVATOR ETFS TRUST

2.07%

Shares193.1K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.25%

Shares19.5K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR SERIES TRUST

2.20%

Shares71.4K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-8.95%

Shares30.3K

Event2026-03-31

Filed2026-04-27

SUB

ISHARES TR

11.84%

Shares49.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-8.68%

Shares13.5K

Event2026-03-31

Filed2026-04-27

GSUS

GOLDMAN SACHS ETF TR

2.26%

Shares55.0K

Event2026-03-31

Filed2026-04-27

MDYG

SPDR SERIES TRUST

-2.43%

Shares44.4K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

-38.29%

Shares69.7K

Event2026-03-31

Filed2026-04-27

IBDU

ISHARES TR

-2.73%

Shares176.5K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-7.17%

Shares12.0K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

-7.22%

Shares17.1K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

11.58%

Shares27.2K

Event2026-03-31

Filed2026-04-27

VISA INC

-2.79%

Shares10.3K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

-0.84%

Shares14.1K

Event2026-03-31

Filed2026-04-27

MCO

MOODYS CORP

-0.86%

Shares6.9K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

0.25%

Shares34.7K

Event2026-03-31

Filed2026-04-27

GSIE

GOLDMAN SACHS ETF TR

2.28%

Shares51.0K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-5.58%

Shares7.5K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

-60.09%

Shares18.2K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

-0.04%

Shares16.5K

Event2026-03-31

Filed2026-04-27

TJUL

INNOVATOR ETFS TRUST

-6.37%

Shares58.9K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

-3.43%

Shares11.2K

Event2026-03-31

Filed2026-04-27

ICOW

PACER FDS TR

-13.64%

Shares38.3K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-24.17%

Shares5.6K

Event2026-03-31

Filed2026-04-27

BOEING CO

-1.64%

Shares7.9K

Event2026-03-31

Filed2026-04-27

XTEN

BONDBLOXX ETF TRUST

-3.00%

Shares32.3K

Event2026-03-31

Filed2026-04-27

MRGR

PROSHARES TR

52.91%

Shares32.4K

Event2026-03-31

Filed2026-04-27

GSLC

GOLDMAN SACHS ETF TR

2.49%

Shares11.4K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-9.49%

Shares6.9K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

1.90%

Shares12.7K

Event2026-03-31

Filed2026-04-27

GSSC

GOLDMAN SACHS ETF TR

0.57%

Shares17.5K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

-2.00%

Shares16.6K

Event2026-03-31

Filed2026-04-27

MEAR

ISHARES U S ETF TR

0.33%

Shares25.6K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

0.18%

Shares5.0K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-6.51%

Shares1.3K

Event2026-03-31

Filed2026-04-27

HYD

VANECK ETF TRUST

-12.89%

Shares23.9K

Event2026-03-31

Filed2026-04-27

FLRT

PACER FDS TR

12.71%

Shares25.8K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-7.31%

Shares1.8K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-9.01%

Shares2.4K

Event2026-03-31

Filed2026-04-27

FMB

FIRST TR EXCH TRADED FD III

-3.59%

Shares21.9K

Event2026-03-31

Filed2026-04-27

JEPI

J P MORGAN EXCHANGE TRADED F

0.54%

Shares19.1K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

-7.34%

Shares6.4K

Event2026-03-31

Filed2026-04-27

AT&T INC

0.82%

Shares31.9K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

-2.41%

Shares4.1K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-5.04%

Shares2.6K

Event2026-03-31

Filed2026-04-27

PFFD

GLOBAL X FDS

4.38%

Shares45.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.06%

Shares2.9K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

-0.58%

Shares6.2K

Event2026-03-31

Filed2026-04-27