Sponsored

The Analysis of TCFG Investment Advisors, LLC's Holdings & P&L

Currently, TCFG Investment Advisors, LLC holds 274 types of securities in its portfolio with a total value $267.5M. In the most recent quarter, they have increased their positions in AAPL (+59.0K shares, valued at $15.0M), TBIL (+300.1K shares, valued at $15.0M), NVDA (+75.8K shares, valued at $13.2M); initiated new positions in AAPL (+59.0K shares, valued at $15.0M), TBIL (+300.1K shares, valued at $15.0M), NVDA (+75.8K shares, valued at $13.2M).

1M P&L

+286.9K+0.11%

3M P&L

-9.5M-3.57%

HY P&L

-2.6M-1.02%

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/A135.6M

55.3%

2Semiconductors17.3M

7.1%

3Gold15.6M

6.3%

Top Industries by Stock Count

1N/A152 stocks

60.3%

2Asset Management6 stocks

2.4%

3Software - Infrastructure6 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC59.0K sharesnew addition2026-03-312026-05-06

TBIL RBB FD INC300.1K sharesnew addition2026-03-312026-05-06

NVDA NVIDIA CORPORATION75.8K sharesnew addition2026-03-312026-05-06

FNV FRANCO NEV CORP28.9K sharesnew addition2026-03-312026-05-06

GDXJ VANECK ETF TRUST54.8K sharesnew addition2026-03-312026-05-06

AMZN AMAZON COM INC27.9K sharesnew addition2026-03-312026-05-06

UYLD ANGEL OAK FUNDS TRUST103.7K sharesnew addition2026-03-312026-05-06

AEM AGNICO EAGLE MINES LTD23.8K sharesnew addition2026-03-312026-05-06

Sponsored

BOXX EA SERIES TRUST37.8K sharesnew addition2026-03-312026-05-06

BUXX EA SERIES TRUST211.2K sharesnew addition2026-03-312026-05-06

GRID FIRST TR EXCHANGE-TRADED FD25.4K sharesnew addition2026-03-312026-05-06

MSFT MICROSOFT CORP11.0K sharesnew addition2026-03-312026-05-06

WPM WHEATON PRECIOUS METALS CORP25.9K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC10.0K sharesnew addition2026-03-312026-05-06

RDVY FIRST TR EXCHANGE TRADED FD41.3K sharesnew addition2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD30.4K sharesnew addition2026-03-312026-05-06

Sponsored

V VISA INC9.3K sharesnew addition2026-03-312026-05-06

CVX CHEVRON CORPORATION13.4K sharesnew addition2026-03-312026-05-06

DGCB DIMENSIONAL ETF TRUST49.4K sharesnew addition2026-03-312026-05-06

FEX FIRST TR EXCHANGE-TRADED ALP21.5K sharesnew addition2026-03-312026-05-06

RWL INVESCO EXCH TRADED FD TR II21.8K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC8.5K sharesnew addition2026-03-312026-05-06

DFAC DIMENSIONAL ETF TRUST61.9K sharesnew addition2026-03-312026-05-06

REMX VANECK ETF TRUST27.3K sharesnew addition2026-03-312026-05-06

Sponsored

EPD ENTERPRISE PRODS PARTNERS L60.6K sharesnew addition2026-03-312026-05-06

SII SPROTT INC15.3K sharesnew addition2026-03-312026-05-06

BROADCOM INC BROADCOM INC6.3K sharesnew addition2026-03-312026-05-06

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP55.4K sharesnew addition2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC9.5K sharesnew addition2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K sharesnew addition2026-03-312026-05-06

FVD FIRST TR EXCHANGE-TRADED FD38.9K sharesnew addition2026-03-312026-05-06

FDD FIRST TR EXCHANGE-TRADED FD101.9K sharesnew addition2026-03-312026-05-06

Sponsored

ALPS ETF TR ALPS ETF TR34.2K sharesnew addition2026-03-312026-05-06

LGOV FIRST TR EXCHANGE-TRADED FD78.4K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.17.3K sharesnew addition2026-03-312026-05-06

CCJ CAMECO CORP15.1K sharesnew addition2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC11.2K sharesnew addition2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR2.7K sharesnew addition2026-03-312026-05-06

XOM EXXON MOBIL CORP9.1K sharesnew addition2026-03-312026-05-06

CGUS CAPITAL GROUP CORE EQUITY ET39.5K sharesnew addition2026-03-312026-05-06

Sponsored

META META PLATFORMS INC2.6K sharesnew addition2026-03-312026-05-06

DDWM WISDOMTREE TR33.3K sharesnew addition2026-03-312026-05-06

BUFR FIRST TR EXCHNG TRADED FD VI41.7K sharesnew addition2026-03-312026-05-06

FGD FIRST TR EXCHANGE-TRADED FD43.0K sharesnew addition2026-03-312026-05-06

FDL FIRST TR EXCHANGE-TRADED FD25.7K sharesnew addition2026-03-312026-05-06

NUE NUCOR CORP7.7K sharesnew addition2026-03-312026-05-06

ENFR ALPS ETF TR32.9K sharesnew addition2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F21.9K sharesnew addition2026-03-312026-05-06

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP13.3K sharesnew addition2026-03-312026-05-06

GLD SPDR GOLD TR2.8K sharesnew addition2026-03-312026-05-06

MU MICRON TECHNOLOGY INC3.5K sharesnew addition2026-03-312026-05-06

LMBS FIRST TR EXCHANGE-TRADED FD22.9K sharesnew addition2026-03-312026-05-06

CGCP CAPITAL GRP FIXED INCM ETF T50.7K sharesnew addition2026-03-312026-05-06

TDIV FIRST TR EXCHANGE TRADED FD12.1K sharesnew addition2026-03-312026-05-06

PTLC PACER FDS TR21.4K sharesnew addition2026-03-312026-05-06

KNG FIRST TR EXCHANGE-TRADED FD22.9K sharesnew addition2026-03-312026-05-06

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD10.0K sharesnew addition2026-03-312026-05-06

DDIV FIRST TR EXCHANGE TRADED FD27.0K sharesnew addition2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION1.1K sharesnew addition2026-03-312026-05-06

KMI KINDER MORGAN INC DEL31.6K sharesnew addition2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T1.6K sharesnew addition2026-03-312026-05-06

FTSL FIRST TR EXCHANGE-TRADED FD22.3K sharesnew addition2026-03-312026-05-06

JPM JPMORGAN CHASE & CO3.4K sharesnew addition2026-03-312026-05-06

EMLP FIRST TR EXCHANGE-TRADED FD22.7K sharesnew addition2026-03-312026-05-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K sharesnew addition2026-03-312026-05-06

CSL CARLISLE COS INC2.9K sharesnew addition2026-03-312026-05-06

DFIC DIMENSIONAL ETF TRUST26.9K sharesnew addition2026-03-312026-05-06

MDIV FIRST TR EXCHANGE TRADED FD58.0K sharesnew addition2026-03-312026-05-06

DUHP DIMENSIONAL ETF TRUST24.6K sharesnew addition2026-03-312026-05-06

JNJ JOHNSON & JOHNSON3.6K sharesnew addition2026-03-312026-05-06

MMLG FIRST TR EXCHNG TRADED FD VI27.9K sharesnew addition2026-03-312026-05-06

DFSV DIMENSIONAL ETF TRUST24.9K sharesnew addition2026-03-312026-05-06

Sponsored

ALB-PA ALBEMARLE CORP12.2K sharesnew addition2026-03-312026-05-06

FYX FIRST TR EXCHANGE-TRADED ALP7.3K sharesnew addition2026-03-312026-05-06

PG PROCTER & GAMBLE CO6.0K sharesnew addition2026-03-312026-05-06

TSLA TESLA INC2.3K sharesnew addition2026-03-312026-05-06

BILS SPDR SERIES TRUST8.6K sharesnew addition2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC6.9K sharesnew addition2026-03-312026-05-06

CGIC CAPITAL GROUP INTERNATIONAL24.9K sharesnew addition2026-03-312026-05-06

USAI PACER FDS TR17.5K sharesnew addition2026-03-312026-05-06

Sponsored

SMH VANECK ETF TRUST2.1K sharesnew addition2026-03-312026-05-06

GEV GE VERNOVA INC924 sharesnew addition2026-03-312026-05-06

COWZ PACER FDS TR12.8K sharesnew addition2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR9.0K sharesnew addition2026-03-312026-05-06

GCOW PACER FDS TR16.6K sharesnew addition2026-03-312026-05-06

CGSD CAPITAL GRP FIXED INCM ETF T29.5K sharesnew addition2026-03-312026-05-06

APP APPLOVIN CORP1.9K sharesnew addition2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K sharesnew addition2026-03-312026-05-06

Sponsored

SIVR ABRDN SILVER ETF TRUST10.2K sharesnew addition2026-03-312026-05-06

PSEC PROSPECT CAP CORP277.9K sharesnew addition2026-03-312026-05-06

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD43.4K sharesnew addition2026-03-312026-05-06

PTNQ PACER FDS TR9.9K sharesnew addition2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR5.4K sharesnew addition2026-03-312026-05-06

FXL FIRST TR EXCHANGE-TRADED FD4.4K sharesnew addition2026-03-312026-05-06

KLAC KLA CORP475 sharesnew addition2026-03-312026-05-06

SPTS SPDR SERIES TRUST23.4K sharesnew addition2026-03-312026-05-06

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST92.5K sharesnew addition2026-03-312026-05-06

DIS DISNEY WALT CO7.0K sharesnew addition2026-03-312026-05-06

CGGR CAPITAL GROUP GROWTH ETF16.5K sharesnew addition2026-03-312026-05-06

MTUM ISHARES TR2.7K sharesnew addition2026-03-312026-05-06

SDVY FIRST TR EXCHANGE TRADED FD16.3K sharesnew addition2026-03-312026-05-06

EDOW FIRST TR EXCHANGE-TRADED FD15.7K sharesnew addition2026-03-312026-05-06

RSPT INVESCO EXCHANGE TRADED FD T14.0K sharesnew addition2026-03-312026-05-06

WMT WALMART INC5.0K sharesnew addition2026-03-312026-05-06

Sponsored

IJS ISHARES TR5.1K sharesnew addition2026-03-312026-05-06

CEG CONSTELLATION ENERGY CORP2.1K sharesnew addition2026-03-312026-05-06

RDVI FIRST TR EXCHANGE-TRADED FD23.2K sharesnew addition2026-03-312026-05-06

CAG CONAGRA BRANDS INC37.1K sharesnew addition2026-03-312026-05-06

PTMC PACER FDS TR15.9K sharesnew addition2026-03-312026-05-06

IWF ISHARES TR1.4K sharesnew addition2026-03-312026-05-06

FPE FIRST TR EXCH TRADED FD III32.7K sharesnew addition2026-03-312026-05-06

MA MASTERCARD INCORPORATED1.2K sharesnew addition2026-03-312026-05-06

Sponsored

HP HELMERICH & PAYNE INC16.1K sharesnew addition2026-03-312026-05-06

IWD ISHARES TR2.7K sharesnew addition2026-03-312026-05-06

CAT CATERPILLAR INC810 sharesnew addition2026-03-312026-05-06

LLY ELI LILLY & CO618 sharesnew addition2026-03-312026-05-06

FYT FIRST TR EXCHANGE-TRADED ALP9.0K sharesnew addition2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC11.0K sharesnew addition2026-03-312026-05-06

BUFG FIRST TR EXCHNG TRADED FD VI20.3K sharesnew addition2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC7.5K sharesnew addition2026-03-312026-05-06

Sponsored

FTDS FIRST TR EXCHANGE-TRADED FD8.8K sharesnew addition2026-03-312026-05-06

BARRICK MNG CORP BARRICK MNG CORP13.1K sharesnew addition2026-03-312026-05-06

IVV ISHARES TR809 sharesnew addition2026-03-312026-05-06

SPHQ INVESCO EXCHANGE TRADED FD T7.0K sharesnew addition2026-03-312026-05-06

RTX RTX CORPORATION2.7K sharesnew addition2026-03-312026-05-06

BAC BANK AMERICA CORP10.9K sharesnew addition2026-03-312026-05-06

FPX FIRST TR EXCHANGE-TRADED FD3.3K sharesnew addition2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE1.8K sharesnew addition2026-03-312026-05-06

Sponsored

ET ENERGY TRANSFER L P25.6K sharesnew addition2026-03-312026-05-06

PBA PEMBINA PIPELINE CORP11.0K sharesnew addition2026-03-312026-05-06

MFIC MIDCAP FINANCIAL INVSTMNT CO42.3K sharesnew addition2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS6.0K sharesnew addition2026-03-312026-05-06

PH PARKER-HANNIFIN CORP525 sharesnew addition2026-03-312026-05-06

VUG VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-05-06

MINT PIMCO ETF TR4.6K sharesnew addition2026-03-312026-05-06

ORCL ORACLE CORP3.1K sharesnew addition2026-03-312026-05-06

Sponsored

EATON CORP PLC EATON CORP PLC1.3K sharesnew addition2026-03-312026-05-06

SHLD GLOBAL X FDS6.5K sharesnew addition2026-03-312026-05-06

VLO VALERO ENERGY CORP1.8K sharesnew addition2026-03-312026-05-06

FEP FIRST TR EXCH TRD ALPHDX FD8.3K sharesnew addition2026-03-312026-05-06

QUAL ISHARES TR2.3K sharesnew addition2026-03-312026-05-06

CELESTICA INC CELESTICA INC1.6K sharesnew addition2026-03-312026-05-06

ICOW PACER FDS TR10.4K sharesnew addition2026-03-312026-05-06

PEP PEPSICO INC2.8K sharesnew addition2026-03-312026-05-06

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP3.4K sharesnew addition2026-03-312026-05-06

MSIF MSC INCOME FUND INC34.9K sharesnew addition2026-03-312026-05-06

VOLT TEMA ETF TRUST12.3K sharesnew addition2026-03-312026-05-06

GLW CORNING INC3.1K sharesnew addition2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS1.7K sharesnew addition2026-03-312026-05-06

BAC-PL BANK AMERICA CORP340 sharesnew addition2026-03-312026-05-06

GM GENERAL MTRS CO5.4K sharesnew addition2026-03-312026-05-06

IGSB ISHARES TR7.4K sharesnew addition2026-03-312026-05-06

Sponsored

RPHS TWO RDS SHARED TR40.1K sharesnew addition2026-03-312026-05-06

DEED FIRST TR EXCHNG TRADED FD VI18.3K sharesnew addition2026-03-312026-05-06

TIP ISHARES TR3.5K sharesnew addition2026-03-312026-05-06

EUFN ISHARES TR11.1K sharesnew addition2026-03-312026-05-06

JEPQ J P MORGAN EXCHANGE TRADED F6.9K sharesnew addition2026-03-312026-05-06

T AT&T INC13.3K sharesnew addition2026-03-312026-05-06

FIXD FIRST TR EXCHNG TRADED FD VI8.8K sharesnew addition2026-03-312026-05-06

HD HOME DEPOT INC1.2K sharesnew addition2026-03-312026-05-06

Sponsored

CGBL CAPITAL GROUP CORE BALANCED10.9K sharesnew addition2026-03-312026-05-06

ITA ISHARES TR1.7K sharesnew addition2026-03-312026-05-06

DFEM DIMENSIONAL ETF TRUST10.7K sharesnew addition2026-03-312026-05-06

CRWV COREWEAVE INC4.8K sharesnew addition2026-03-312026-05-06

FTSM FIRST TR EXCHANGE-TRADED FD6.1K sharesnew addition2026-03-312026-05-06

BA BOEING CO1.8K sharesnew addition2026-03-312026-05-06

PFXF VANECK ETF TRUST20.1K sharesnew addition2026-03-312026-05-06

AAAU GOLDMAN SACHS PHYSICAL GOLD7.5K sharesnew addition2026-03-312026-05-06

Sponsored

SDOG ALPS ETF TR5.3K sharesnew addition2026-03-312026-05-06

FAB FIRST TR EXCHANGE-TRADED ALP3.6K sharesnew addition2026-03-312026-05-06

JXN JACKSON FINANCIAL INC3.2K sharesnew addition2026-03-312026-05-06

CEF SPROTT ASSET MANAGEMENT LP7.1K sharesnew addition2026-03-312026-05-06

OKE ONEOK INC NEW3.7K sharesnew addition2026-03-312026-05-06

XLC SELECT SECTOR SPDR TR3.0K sharesnew addition2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP549 sharesnew addition2026-03-312026-05-06

AMGN AMGEN INC935 sharesnew addition2026-03-312026-05-06

Sponsored

MP MP MATERIALS CORP6.8K sharesnew addition2026-03-312026-05-06

MS MORGAN STANLEY2.0K sharesnew addition2026-03-312026-05-06

MCD MCDONALDS CORP1.0K sharesnew addition2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC2.0K sharesnew addition2026-03-312026-05-06

IXG ISHARES TR2.8K sharesnew addition2026-03-312026-05-06

DISV DIMENSIONAL ETF TRUST8.0K sharesnew addition2026-03-312026-05-06

MO ALTRIA GROUP INC4.8K sharesnew addition2026-03-312026-05-06

DIHP DIMENSIONAL ETF TRUST9.7K sharesnew addition2026-03-312026-05-06

Sponsored

SYLD CAMBRIA ETF TR4.1K sharesnew addition2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.1K sharesnew addition2026-03-312026-05-06

ETFS GOLD TR ETFS GOLD TR6.9K sharesnew addition2026-03-312026-05-06

IEF ISHARES TR3.2K sharesnew addition2026-03-312026-05-06

PNQI INVESCO EXCHANGE TRADED FD T6.8K sharesnew addition2026-03-312026-05-06

STIP ISHARES TR2.9K sharesnew addition2026-03-312026-05-06

PSLV SPROTT ASSET MANAGEMENT LP12.3K sharesnew addition2026-03-312026-05-06

FTC FIRST TR EXCHANGE-TRADED ALP1.9K sharesnew addition2026-03-312026-05-06

Sponsored

VTES VANGUARD WELLINGTON FD3.0K sharesnew addition2026-03-312026-05-06

SHOP SHOPIFY INC2.5K sharesnew addition2026-03-312026-05-06

OKLO OKLO INC5.9K sharesnew addition2026-03-312026-05-06

R RYDER SYS INC1.4K sharesnew addition2026-03-312026-05-06

GLTR ABRDN PRECIOUS METALS BASKET1.3K sharesnew addition2026-03-312026-05-06

BCI ABRDN ETFS12.0K sharesnew addition2026-03-312026-05-06

COMT ISHARES U S ETF TR8.3K sharesnew addition2026-03-312026-05-06

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-05-06

Sponsored

IESC IES HOLDINGS INC595 sharesnew addition2026-03-312026-05-06

HYS PIMCO ETF TR3.0K sharesnew addition2026-03-312026-05-06

FBND FIDELITY MERRIMACK STR TR6.1K sharesnew addition2026-03-312026-05-06

HOLA J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.7K sharesnew addition2026-03-312026-05-06

SLV ISHARES SILVER TR4.0K sharesnew addition2026-03-312026-05-06

CGDV CAPITAL GROUP DIVIDEND VALUE6.4K sharesnew addition2026-03-312026-05-06

KR KROGER CO3.8K sharesnew addition2026-03-312026-05-06

Sponsored

BWXT BWX TECHNOLOGIES INC1.3K sharesnew addition2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR8.9K sharesnew addition2026-03-312026-05-06

COPX GLOBAL X FDS3.5K sharesnew addition2026-03-312026-05-06

BIV VANGUARD BD INDEX FDS3.5K sharesnew addition2026-03-312026-05-06

BFC BANK FIRST CORP2.0K sharesnew addition2026-03-312026-05-06

GGN GAMCO GLOBAL GOLD NAT RES &50.2K sharesnew addition2026-03-312026-05-06

KHC KRAFT HEINZ CO11.8K sharesnew addition2026-03-312026-05-06

DSEP FIRST TR EXCHNG TRADED FD VI6.0K sharesnew addition2026-03-312026-05-06

Sponsored

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN12.3K sharesnew addition2026-03-312026-05-06

NUKZ EXCHANGE TRADED CONCEPTS TRU4.0K sharesnew addition2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR8.5K sharesnew addition2026-03-312026-05-06

SPYG SPDR SERIES TRUST2.6K sharesnew addition2026-03-312026-05-06

F FORD MTR CO22.0K sharesnew addition2026-03-312026-05-06

JAAA JANUS DETROIT STR TR5.0K sharesnew addition2026-03-312026-05-06

COPY RBB FUND TRUST18.1K sharesnew addition2026-03-312026-05-06

ASTS AST SPACEMOBILE INC3.0K sharesnew addition2026-03-312026-05-06

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K sharesnew addition2026-03-312026-05-06

NBIS NEBIUS GROUP N.V.2.4K sharesnew addition2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II4.7K sharesnew addition2026-03-312026-05-06

BITB BITWISE BITCOIN ETF TR6.6K sharesnew addition2026-03-312026-05-06

CGGE CAPITAL GROUP GLOBAL EQUITY8.0K sharesnew addition2026-03-312026-05-06

XISE FIRST TR EXCHNG TRADED FD VI8.1K sharesnew addition2026-03-312026-05-06

FAD FIRST TR EXCHANGE-TRADED ALP1.5K sharesnew addition2026-03-312026-05-06

ENB ENBRIDGE INC4.4K sharesnew addition2026-03-312026-05-06

Sponsored

TMUS T-MOBILE US INC1.1K sharesnew addition2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC602 sharesnew addition2026-03-312026-05-06

AXON AXON ENTERPRISE INC548 sharesnew addition2026-03-312026-05-06

EVIM MORGAN STANLEY ETF TRUST4.4K sharesnew addition2026-03-312026-05-06

DFSD DIMENSIONAL ETF TRUST4.8K sharesnew addition2026-03-312026-05-06

VTI VANGUARD INDEX FDS713 sharesnew addition2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-05-06

PHB INVESCO EXCH TRADED FD TR II12.4K sharesnew addition2026-03-312026-05-06

Sponsored

NFLT ETFIS SER TR I9.8K sharesnew addition2026-03-312026-05-06

JMHI J P MORGAN EXCHANGE TRADED F4.5K sharesnew addition2026-03-312026-05-06

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-05-06

DFGX DIMENSIONAL ETF TRUST4.2K sharesnew addition2026-03-312026-05-06

DFCF DIMENSIONAL ETF TRUST5.2K sharesnew addition2026-03-312026-05-06

DIA STATE STR SPDR DOW JONES IND472 sharesnew addition2026-03-312026-05-06

CGUI CAPITAL GRP FIXED INCM ETF T8.6K sharesnew addition2026-03-312026-05-06

KGC KINROSS GOLD CORP7.1K sharesnew addition2026-03-312026-05-06

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP6.1K sharesnew addition2026-03-312026-05-06

THE CIGNA GROUP THE CIGNA GROUP813 sharesnew addition2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC3.1K sharesnew addition2026-03-312026-05-06

CRCL CIRCLE INTERNET GROUP INC2.3K sharesnew addition2026-03-312026-05-06

NUBD NUSHARES ETF TR9.7K sharesnew addition2026-03-312026-05-06

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-05-06

DVN DEVON ENERGY CORP NEW4.2K sharesnew addition2026-03-312026-05-06

L LOEWS CORP2.0K sharesnew addition2026-03-312026-05-06

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-15.6K sharesnew addition2026-03-312026-05-06

FNOV FIRST TR EXCHNG TRADED FD VI4.0K sharesnew addition2026-03-312026-05-06

WCN WASTE CONNECTIONS INC1.3K sharesnew addition2026-03-312026-05-06

HELO J P MORGAN EXCHANGE TRADED F3.2K sharesnew addition2026-03-312026-05-06

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-05-06

EMR EMERSON ELEC CO1.5K sharesnew addition2026-03-312026-05-06

INTC INTEL CORP4.6K sharesnew addition2026-03-312026-05-06

ADFI TWO RDS SHARED TR21.1K sharesnew addition2026-03-312026-05-06

Sponsored

AFIF TWO RDS SHARED TR16.9K sharesnew addition2026-03-312026-05-06

VCV INVESCO CALIF VALUE MUN INCO13.5K sharesnew addition2026-03-312026-05-06

STXS STEREOTAXIS INC64.0K sharesnew addition2026-03-312026-05-06

NXE NEXGEN ENERGY LTD10.0K sharesnew addition2026-03-312026-05-06

OPFI OPPFI INC15.0K sharesnew addition2026-03-312026-05-06

AOHY ANGEL OAK FUNDS TRUST10.4K sharesnew addition2026-03-312026-05-06

FSK FS KKR CAP CORP11.0K sharesnew addition2026-03-312026-05-06

FSCO FS CREDIT OPPORTUNITIES CORP17.0K sharesnew addition2026-03-312026-05-06

Sponsored

JQC NUVEEN CR STRATEGIES INCOME10.0K sharesnew addition2026-03-312026-05-06

NAK NORTHERN DYNASTY MINERALS LT24.6K sharesnew addition2026-03-312026-05-06

AAPL

APPLE INC

New

Shares59.0K

Event2026-03-31

Filed2026-05-06

TBIL

RBB FD INC

New

Shares300.1K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

New

Shares75.8K

Event2026-03-31

Filed2026-05-06

FNV

FRANCO NEV CORP

New

Shares28.9K

Event2026-03-31

Filed2026-05-06

GDXJ

VANECK ETF TRUST

New

Shares54.8K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

New

Shares27.9K

Event2026-03-31

Filed2026-05-06

UYLD

ANGEL OAK FUNDS TRUST

New

Shares103.7K

Event2026-03-31

Filed2026-05-06

AEM

AGNICO EAGLE MINES LTD

New

Shares23.8K

Event2026-03-31

Filed2026-05-06

BOXX

EA SERIES TRUST

New

Shares37.8K

Event2026-03-31

Filed2026-05-06

BUXX

EA SERIES TRUST

New

Shares211.2K

Event2026-03-31

Filed2026-05-06

GRID

FIRST TR EXCHANGE-TRADED FD

New

Shares25.4K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

New

Shares11.0K

Event2026-03-31

Filed2026-05-06

WPM

WHEATON PRECIOUS METALS CORP

New

Shares25.9K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

New

Shares10.0K

Event2026-03-31

Filed2026-05-06

RDVY

FIRST TR EXCHANGE TRADED FD

New

Shares41.3K

Event2026-03-31

Filed2026-05-06

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares30.4K

Event2026-03-31

Filed2026-05-06

VISA INC

New

Shares9.3K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

New

Shares13.4K

Event2026-03-31

Filed2026-05-06

DGCB

DIMENSIONAL ETF TRUST

New

Shares49.4K

Event2026-03-31

Filed2026-05-06

FEX

FIRST TR EXCHANGE-TRADED ALP

New

Shares21.5K

Event2026-03-31

Filed2026-05-06

RWL

INVESCO EXCH TRADED FD TR II

New

Shares21.8K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

New

Shares8.5K

Event2026-03-31

Filed2026-05-06

DFAC

DIMENSIONAL ETF TRUST

New

Shares61.9K

Event2026-03-31

Filed2026-05-06

REMX

VANECK ETF TRUST

New

Shares27.3K

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares60.6K

Event2026-03-31

Filed2026-05-06

SII

SPROTT INC

New

Shares15.3K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

New

Shares6.3K

Event2026-03-31

Filed2026-05-06

HYCROFT MINING HOLDING CORP

New

Shares55.4K

Event2026-03-31

Filed2026-05-06

AMD

ADVANCED MICRO DEVICES INC

New

Shares9.5K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

New

Shares4.0K

Event2026-03-31

Filed2026-05-06

FVD

FIRST TR EXCHANGE-TRADED FD

New

Shares38.9K

Event2026-03-31

Filed2026-05-06

FDD

FIRST TR EXCHANGE-TRADED FD

New

Shares101.9K

Event2026-03-31

Filed2026-05-06

ALPS ETF TR

New

Shares34.2K

Event2026-03-31

Filed2026-05-06

LGOV

FIRST TR EXCHANGE-TRADED FD

New

Shares78.4K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

New

Shares17.3K

Event2026-03-31

Filed2026-05-06

CCJ

CAMECO CORP

New

Shares15.1K

Event2026-03-31

Filed2026-05-06

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares11.2K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

New

Shares2.7K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

New

Shares9.1K

Event2026-03-31

Filed2026-05-06

CGUS

CAPITAL GROUP CORE EQUITY ET

New

Shares39.5K

Event2026-03-31

Filed2026-05-06