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The Analysis of TCFG WEALTH MANAGEMENT, LLC's Holdings & P&L

Currently, TCFG WEALTH MANAGEMENT, 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 TBIL (+295.4K shares, valued at $14.7M), BUXX (+177.3K shares, valued at $3.6M), FTCS (+30.4K shares, valued at $2.8M); decreased their positions in GDXJ (-28.1K shares, valued at $3.4M), HP (-56.5K shares, valued at $2.0M), CEG (-5.3K shares, valued at $1.5M); initiated new positions in FTCS (+30.4K shares, valued at $2.8M), SPTS (+23.4K shares, valued at $683.6K), FPE (+32.7K shares, valued at $581.1K).

1M P&L

+5.7M+2.17%

3M P&L

+8.3M+3.17%

HY P&L

+27.7M+11.47%

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 shares-1.17%2026-03-312026-04-24

TBIL RBB FD INC300.1K shares6388.00%2026-03-312026-04-24

NVDA NVIDIA CORPORATION75.8K shares-3.44%2026-03-312026-04-24

FNV FRANCO NEV CORP28.9K shares14.24%2026-03-312026-04-24

GDXJ VANECK ETF TRUST54.8K shares-33.93%2026-03-312026-04-24

AMZN AMAZON COM INC27.9K shares1.52%2026-03-312026-04-24

UYLD ANGEL OAK FUNDS TRUST103.7K shares-2.31%2026-03-312026-04-24

AEM AGNICO EAGLE MINES LTD23.8K shares12.09%2026-03-312026-04-24

Sponsored

BOXX EA SERIES TRUST37.8K shares0.62%2026-03-312026-04-24

BUXX EA SERIES TRUST211.2K shares523.81%2026-03-312026-04-24

GRID FIRST TR EXCHANGE-TRADED FD25.4K shares-13.94%2026-03-312026-04-24

MSFT MICROSOFT CORP11.0K shares10.49%2026-03-312026-04-24

WPM WHEATON PRECIOUS METALS CORP25.9K shares-1.41%2026-03-312026-04-24

ALPHABET INC ALPHABET INC10.0K shares2.31%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD41.3K shares-0.42%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD30.4K sharesnew addition2026-03-312026-04-24

Sponsored

V VISA INC9.3K shares0.50%2026-03-312026-04-24

CVX CHEVRON CORPORATION13.4K shares-12.44%2026-03-312026-04-24

DGCB DIMENSIONAL ETF TRUST49.4K shares-0.55%2026-03-312026-04-24

FEX FIRST TR EXCHANGE-TRADED ALP21.5K shares0.94%2026-03-312026-04-24

RWL INVESCO EXCH TRADED FD TR II21.8K shares3.15%2026-03-312026-04-24

ALPHABET INC ALPHABET INC8.5K shares-1.64%2026-03-312026-04-24

DFAC DIMENSIONAL ETF TRUST61.9K shares-3.64%2026-03-312026-04-24

REMX VANECK ETF TRUST27.3K shares-20.39%2026-03-312026-04-24

Sponsored

EPD ENTERPRISE PRODS PARTNERS L60.6K shares0.00%2026-03-312026-04-24

SII SPROTT INC15.3K shares-2.39%2026-03-312026-04-24

BROADCOM INC BROADCOM INC6.3K shares4.09%2026-03-312026-04-24

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP55.4K shares79.39%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC9.5K shares7.85%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares13.39%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD38.9K shares-0.19%2026-03-312026-04-24

FDD FIRST TR EXCHANGE-TRADED FD101.9K shares0.01%2026-03-312026-04-24

Sponsored

ALPS ETF TR ALPS ETF TR34.2K shares4.22%2026-03-312026-04-24

LGOV FIRST TR EXCHANGE-TRADED FD78.4K shares0.20%2026-03-312026-04-24

NFLX NETFLIX INC.17.3K shares425.68%2026-03-312026-04-24

CCJ CAMECO CORP15.1K shares-39.24%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC11.2K shares14.12%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR2.7K shares1.68%2026-03-312026-04-24

XOM EXXON MOBIL CORP9.1K shares1.14%2026-03-312026-04-24

CGUS CAPITAL GROUP CORE EQUITY ET39.5K shares16.58%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC2.6K shares-0.35%2026-03-312026-04-24

DDWM WISDOMTREE TR33.3K shares14.34%2026-03-312026-04-24

BUFR FIRST TR EXCHNG TRADED FD VI41.7K shares-1.98%2026-03-312026-04-24

FGD FIRST TR EXCHANGE-TRADED FD43.0K shares0.00%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD25.7K shares0.16%2026-03-312026-04-24

NUE NUCOR CORP7.7K shares0.00%2026-03-312026-04-24

ENFR ALPS ETF TR32.9K shares121.48%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F21.9K shares4.79%2026-03-312026-04-24

Sponsored

FTA FIRST TR EXCHANGE-TRADED ALP13.3K shares0.18%2026-03-312026-04-24

GLD SPDR GOLD TR2.8K shares3.75%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC3.5K shares11.93%2026-03-312026-04-24

LMBS FIRST TR EXCHANGE-TRADED FD22.9K shares-2.83%2026-03-312026-04-24

CGCP CAPITAL GRP FIXED INCM ETF T50.7K shares4.22%2026-03-312026-04-24

TDIV FIRST TR EXCHANGE TRADED FD12.1K shares0.12%2026-03-312026-04-24

PTLC PACER FDS TR21.4K shares-3.98%2026-03-312026-04-24

KNG FIRST TR EXCHANGE-TRADED FD22.9K shares0.18%2026-03-312026-04-24

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD10.0K shares-0.91%2026-03-312026-04-24

DDIV FIRST TR EXCHANGE TRADED FD27.0K shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION1.1K shares-2.21%2026-03-312026-04-24

KMI KINDER MORGAN INC DEL31.6K shares-29.44%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T1.6K shares7.33%2026-03-312026-04-24

FTSL FIRST TR EXCHANGE-TRADED FD22.3K shares-2.60%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO3.4K shares1.62%2026-03-312026-04-24

EMLP FIRST TR EXCHANGE-TRADED FD22.7K shares0.41%2026-03-312026-04-24

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares42.06%2026-03-312026-04-24

CSL CARLISLE COS INC2.9K shares0.00%2026-03-312026-04-24

DFIC DIMENSIONAL ETF TRUST26.9K shares-3.38%2026-03-312026-04-24

MDIV FIRST TR EXCHANGE TRADED FD58.0K shares1.26%2026-03-312026-04-24

DUHP DIMENSIONAL ETF TRUST24.6K shares-2.27%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON3.6K shares-6.62%2026-03-312026-04-24

MMLG FIRST TR EXCHNG TRADED FD VI27.9K shares-0.33%2026-03-312026-04-24

DFSV DIMENSIONAL ETF TRUST24.9K shares-2.27%2026-03-312026-04-24

Sponsored

ALB-PA ALBEMARLE CORP12.2K shares0.00%2026-03-312026-04-24

FYX FIRST TR EXCHANGE-TRADED ALP7.3K shares-0.30%2026-03-312026-04-24

PG PROCTER & GAMBLE CO6.0K shares-0.42%2026-03-312026-04-24

TSLA TESLA INC2.3K shares10.93%2026-03-312026-04-24

BILS SPDR SERIES TRUST8.6K shares0.00%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC6.9K shares-0.93%2026-03-312026-04-24

CGIC CAPITAL GROUP INTERNATIONAL24.9K shares13.22%2026-03-312026-04-24

USAI PACER FDS TR17.5K shares-2.19%2026-03-312026-04-24

Sponsored

SMH VANECK ETF TRUST2.1K shares0.47%2026-03-312026-04-24

GEV GE VERNOVA INC924 shares2.55%2026-03-312026-04-24

COWZ PACER FDS TR12.8K shares4.58%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR9.0K shares-1.11%2026-03-312026-04-24

GCOW PACER FDS TR16.6K shares6.69%2026-03-312026-04-24

CGSD CAPITAL GRP FIXED INCM ETF T29.5K shares-3.07%2026-03-312026-04-24

APP APPLOVIN CORP1.9K shares-6.96%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC2.2K shares-2.44%2026-03-312026-04-24

Sponsored

SIVR ABRDN SILVER ETF TRUST10.2K shares-16.46%2026-03-312026-04-24

PSEC PROSPECT CAP CORP277.9K shares0.94%2026-03-312026-04-24

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD43.4K shares-2.38%2026-03-312026-04-24

PTNQ PACER FDS TR9.9K shares-5.69%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR5.4K shares7.22%2026-03-312026-04-24

FXL FIRST TR EXCHANGE-TRADED FD4.4K shares0.00%2026-03-312026-04-24

KLAC KLA CORP475 shares-0.21%2026-03-312026-04-24

SPTS SPDR SERIES TRUST23.4K sharesnew addition2026-03-312026-04-24

Sponsored

PUTNAM ETF TRUST PUTNAM ETF TRUST92.5K shares42.96%2026-03-312026-04-24

DIS DISNEY WALT CO7.0K shares-5.34%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF16.5K shares16.40%2026-03-312026-04-24

MTUM ISHARES TR2.7K shares-0.07%2026-03-312026-04-24

SDVY FIRST TR EXCHANGE TRADED FD16.3K shares-0.01%2026-03-312026-04-24

EDOW FIRST TR EXCHANGE-TRADED FD15.7K shares0.00%2026-03-312026-04-24

RSPT INVESCO EXCHANGE TRADED FD T14.0K shares39.42%2026-03-312026-04-24

WMT WALMART INC5.0K shares8.41%2026-03-312026-04-24

Sponsored

IJS ISHARES TR5.1K shares29.05%2026-03-312026-04-24

CEG CONSTELLATION ENERGY CORP2.1K shares-71.02%2026-03-312026-04-24

RDVI FIRST TR EXCHANGE-TRADED FD23.2K shares10.92%2026-03-312026-04-24

CAG CONAGRA BRANDS INC37.1K shares0.13%2026-03-312026-04-24

PTMC PACER FDS TR15.9K shares0.01%2026-03-312026-04-24

IWF ISHARES TR1.4K shares8.82%2026-03-312026-04-24

FPE FIRST TR EXCH TRADED FD III32.7K sharesnew addition2026-03-312026-04-24

MA MASTERCARD INCORPORATED1.2K shares0.17%2026-03-312026-04-24

Sponsored

HP HELMERICH & PAYNE INC16.1K shares-77.86%2026-03-312026-04-24

IWD ISHARES TR2.7K shares11.63%2026-03-312026-04-24

CAT CATERPILLAR INC810 shares-0.98%2026-03-312026-04-24

LLY ELI LILLY & CO618 shares0.16%2026-03-312026-04-24

FYT FIRST TR EXCHANGE-TRADED ALP9.0K shares0.18%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC11.0K shares-33.05%2026-03-312026-04-24

BUFG FIRST TR EXCHNG TRADED FD VI20.3K shares0.00%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC7.5K shares12.45%2026-03-312026-04-24

Sponsored

FTDS FIRST TR EXCHANGE-TRADED FD8.8K shares0.40%2026-03-312026-04-24

BARRICK MNG CORP BARRICK MNG CORP13.1K sharesnew addition2026-03-312026-04-24

IVV ISHARES TR809 shares48.71%2026-03-312026-04-24

SPHQ INVESCO EXCHANGE TRADED FD T7.0K shares-0.07%2026-03-312026-04-24

RTX RTX CORPORATION2.7K shares6.51%2026-03-312026-04-24

BAC BANK AMERICA CORP10.9K shares-7.55%2026-03-312026-04-24

FPX FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE1.8K shares4.36%2026-03-312026-04-24

Sponsored

ET ENERGY TRANSFER L P25.6K shares7.88%2026-03-312026-04-24

PBA PEMBINA PIPELINE CORP11.0K shares0.19%2026-03-312026-04-24

MFIC MIDCAP FINANCIAL INVSTMNT CO42.3K shares1.66%2026-03-312026-04-24

VCSH VANGUARD SCOTTSDALE FDS6.0K shares0.00%2026-03-312026-04-24

PH PARKER-HANNIFIN CORP525 shares2.94%2026-03-312026-04-24

VUG VANGUARD INDEX FDS1.1K shares0.38%2026-03-312026-04-24

MINT PIMCO ETF TR4.6K shares0.31%2026-03-312026-04-24

ORCL ORACLE CORP3.1K shares-7.72%2026-03-312026-04-24

Sponsored

EATON CORP PLC EATON CORP PLC1.3K shares-38.44%2026-03-312026-04-24

SHLD GLOBAL X FDS6.5K shares1.30%2026-03-312026-04-24

VLO VALERO ENERGY CORP1.8K shares0.00%2026-03-312026-04-24

FEP FIRST TR EXCH TRD ALPHDX FD8.3K shares-1.09%2026-03-312026-04-24

QUAL ISHARES TR2.3K shares-1.70%2026-03-312026-04-24

CELESTICA INC CELESTICA INC1.6K shares9.31%2026-03-312026-04-24

ICOW PACER FDS TR10.4K shares0.00%2026-03-312026-04-24

PEP PEPSICO INC2.8K shares0.00%2026-03-312026-04-24

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP3.4K shares0.00%2026-03-312026-04-24

MSIF MSC INCOME FUND INC34.9K shares135.69%2026-03-312026-04-24

VOLT TEMA ETF TRUST12.3K shares65.00%2026-03-312026-04-24

GLW CORNING INC3.1K shares11.89%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS1.7K shares-14.15%2026-03-312026-04-24

BAC-PL BANK AMERICA CORP340 shares0.00%2026-03-312026-04-24

GM GENERAL MTRS CO5.4K shares4.40%2026-03-312026-04-24

IGSB ISHARES TR7.4K shares0.57%2026-03-312026-04-24

Sponsored

RPHS TWO RDS SHARED TR40.1K shares0.00%2026-03-312026-04-24

DEED FIRST TR EXCHNG TRADED FD VI18.3K shares0.28%2026-03-312026-04-24

TIP ISHARES TR3.5K shares0.00%2026-03-312026-04-24

EUFN ISHARES TR11.1K shares1.70%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F6.9K shares-9.21%2026-03-312026-04-24

T AT&T INC13.3K shares-0.71%2026-03-312026-04-24

FIXD FIRST TR EXCHNG TRADED FD VI8.8K shares0.26%2026-03-312026-04-24

HD HOME DEPOT INC1.2K shares-12.90%2026-03-312026-04-24

Sponsored

CGBL CAPITAL GROUP CORE BALANCED10.9K sharesnew addition2026-03-312026-04-24

ITA ISHARES TR1.7K shares-0.58%2026-03-312026-04-24

DFEM DIMENSIONAL ETF TRUST10.7K shares-1.06%2026-03-312026-04-24

CRWV COREWEAVE INC4.8K shares-48.42%2026-03-312026-04-24

FTSM FIRST TR EXCHANGE-TRADED FD6.1K shares0.00%2026-03-312026-04-24

BA BOEING CO1.8K shares-21.08%2026-03-312026-04-24

PFXF VANECK ETF TRUST20.1K shares0.88%2026-03-312026-04-24

AAAU GOLDMAN SACHS PHYSICAL GOLD7.5K sharesnew addition2026-03-312026-04-24

Sponsored

SDOG ALPS ETF TR5.3K shares-2.88%2026-03-312026-04-24

FAB FIRST TR EXCHANGE-TRADED ALP3.6K shares0.00%2026-03-312026-04-24

JXN JACKSON FINANCIAL INC3.2K shares-0.80%2026-03-312026-04-24

CEF SPROTT ASSET MANAGEMENT LP7.1K shares-18.10%2026-03-312026-04-24

OKE ONEOK INC NEW3.7K shares1.75%2026-03-312026-04-24

XLC SELECT SECTOR SPDR TR3.0K shares-0.20%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP549 shares2.04%2026-03-312026-04-24

AMGN AMGEN INC935 shares0.75%2026-03-312026-04-24

Sponsored

MP MP MATERIALS CORP6.8K shares-76.11%2026-03-312026-04-24

MS MORGAN STANLEY2.0K shares0.50%2026-03-312026-04-24

MCD MCDONALDS CORP1.0K shares2.04%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC2.0K shares-5.24%2026-03-312026-04-24

IXG ISHARES TR2.8K shares-0.57%2026-03-312026-04-24

DISV DIMENSIONAL ETF TRUST8.0K shares-2.49%2026-03-312026-04-24

MO ALTRIA GROUP INC4.8K shares-10.47%2026-03-312026-04-24

DIHP DIMENSIONAL ETF TRUST9.7K shares-1.55%2026-03-312026-04-24

Sponsored

SYLD CAMBRIA ETF TR4.1K shares17.24%2026-03-312026-04-24

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.1K sharesnew addition2026-03-312026-04-24

ETFS GOLD TR ETFS GOLD TR6.9K shares-21.61%2026-03-312026-04-24

IEF ISHARES TR3.2K shares2.13%2026-03-312026-04-24

PNQI INVESCO EXCHANGE TRADED FD T6.8K shares42.71%2026-03-312026-04-24

STIP ISHARES TR2.9K shares-7.74%2026-03-312026-04-24

PSLV SPROTT ASSET MANAGEMENT LP12.3K shares-82.68%2026-03-312026-04-24

FTC FIRST TR EXCHANGE-TRADED ALP1.9K shares-0.36%2026-03-312026-04-24

Sponsored

VTES VANGUARD WELLINGTON FD3.0K shares0.00%2026-03-312026-04-24

SHOP SHOPIFY INC2.5K shares-37.01%2026-03-312026-04-24

OKLO OKLO INC5.9K shares-77.76%2026-03-312026-04-24

R RYDER SYS INC1.4K shares-0.21%2026-03-312026-04-24

GLTR ABRDN PRECIOUS METALS BASKET1.3K sharesnew addition2026-03-312026-04-24

BCI ABRDN ETFS12.0K shares2.89%2026-03-312026-04-24

COMT ISHARES U S ETF TR8.3K sharesnew addition2026-03-312026-04-24

VRT VERTIV HOLDINGS CO1.1K sharesnew addition2026-03-312026-04-24

Sponsored

IESC IES HOLDINGS INC595 sharesnew addition2026-03-312026-04-24

HYS PIMCO ETF TR3.0K shares2.72%2026-03-312026-04-24

FBND FIDELITY MERRIMACK STR TR6.1K shares0.00%2026-03-312026-04-24

HOLA J P MORGAN EXCHANGE TRADED F5.3K sharesnew addition2026-03-312026-04-24

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.7K shares15.09%2026-03-312026-04-24

SLV ISHARES SILVER TR4.0K shares7.45%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE6.4K sharesnew addition2026-03-312026-04-24

KR KROGER CO3.8K shares0.69%2026-03-312026-04-24

Sponsored

BWXT BWX TECHNOLOGIES INC1.3K shares-25.07%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR8.9K shares1.17%2026-03-312026-04-24

COPX GLOBAL X FDS3.5K shares-53.60%2026-03-312026-04-24

BIV VANGUARD BD INDEX FDS3.5K shares4.19%2026-03-312026-04-24

BFC BANK FIRST CORP2.0K shares0.00%2026-03-312026-04-24

GGN GAMCO GLOBAL GOLD NAT RES &50.2K shares0.00%2026-03-312026-04-24

KHC KRAFT HEINZ CO11.8K shares-4.15%2026-03-312026-04-24

DSEP FIRST TR EXCHNG TRADED FD VI6.0K shares-14.41%2026-03-312026-04-24

Sponsored

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN12.3K shares-38.58%2026-03-312026-04-24

NUKZ EXCHANGE TRADED CONCEPTS TRU4.0K shares0.13%2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR8.5K shares0.00%2026-03-312026-04-24

SPYG SPDR SERIES TRUST2.6K sharesnew addition2026-03-312026-04-24

F FORD MTR CO22.0K shares-0.86%2026-03-312026-04-24

JAAA JANUS DETROIT STR TR5.0K shares12.22%2026-03-312026-04-24

COPY RBB FUND TRUST18.1K sharesnew addition2026-03-312026-04-24

ASTS AST SPACEMOBILE INC3.0K shares2.58%2026-03-312026-04-24

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares-0.40%2026-03-312026-04-24

NBIS NEBIUS GROUP N.V.2.4K sharesnew addition2026-03-312026-04-24

BINC BLACKROCK ETF TRUST II4.7K shares0.00%2026-03-312026-04-24

BITB BITWISE BITCOIN ETF TR6.6K shares2.54%2026-03-312026-04-24

CGGE CAPITAL GROUP GLOBAL EQUITY8.0K sharesnew addition2026-03-312026-04-24

XISE FIRST TR EXCHNG TRADED FD VI8.1K shares0.90%2026-03-312026-04-24

FAD FIRST TR EXCHANGE-TRADED ALP1.5K shares0.00%2026-03-312026-04-24

ENB ENBRIDGE INC4.4K shares2.86%2026-03-312026-04-24

Sponsored

TMUS T-MOBILE US INC1.1K shares1.26%2026-03-312026-04-24

CRWD CROWDSTRIKE HLDGS INC602 shares-27.64%2026-03-312026-04-24

AXON AXON ENTERPRISE INC548 shares-32.09%2026-03-312026-04-24

EVIM MORGAN STANLEY ETF TRUST4.4K shares0.00%2026-03-312026-04-24

DFSD DIMENSIONAL ETF TRUST4.8K shares7.65%2026-03-312026-04-24

VTI VANGUARD INDEX FDS713 shares1.86%2026-03-312026-04-24

DELL DELL TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-24

PHB INVESCO EXCH TRADED FD TR II12.4K shares5.33%2026-03-312026-04-24

Sponsored

NFLT ETFIS SER TR I9.8K shares0.00%2026-03-312026-04-24

JMHI J P MORGAN EXCHANGE TRADED F4.5K shares0.00%2026-03-312026-04-24

KO COCA COLA CO2.9K sharesnew addition2026-03-312026-04-24

DFGX DIMENSIONAL ETF TRUST4.2K shares7.95%2026-03-312026-04-24

DFCF DIMENSIONAL ETF TRUST5.2K shares7.98%2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND472 shares0.21%2026-03-312026-04-24

CGUI CAPITAL GRP FIXED INCM ETF T8.6K shares-23.21%2026-03-312026-04-24

KGC KINROSS GOLD CORP7.1K shares-33.21%2026-03-312026-04-24

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP6.1K shares0.00%2026-03-312026-04-24

THE CIGNA GROUP THE CIGNA GROUP813 shares-0.49%2026-03-312026-04-24

HOOD ROBINHOOD MKTS INC3.1K shares-16.10%2026-03-312026-04-24

CRCL CIRCLE INTERNET GROUP INC2.3K sharesnew addition2026-03-312026-04-24

NUBD NUSHARES ETF TR9.7K shares0.00%2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.1K sharesnew addition2026-03-312026-04-24

DVN DEVON ENERGY CORP NEW4.2K shares-28.53%2026-03-312026-04-24

L LOEWS CORP2.0K shares0.00%2026-03-312026-04-24

Sponsored

ETV EATON VANCE TAX-MANAGED BUY-15.6K shares-7.70%2026-03-312026-04-24

FNOV FIRST TR EXCHNG TRADED FD VI4.0K shares0.00%2026-03-312026-04-24

WCN WASTE CONNECTIONS INC1.3K shares0.00%2026-03-312026-04-24

HELO J P MORGAN EXCHANGE TRADED F3.2K shares0.95%2026-03-312026-04-24

DTE DTE ENERGY CO1.4K sharesnew addition2026-03-312026-04-24

EMR EMERSON ELEC CO1.5K shares0.00%2026-03-312026-04-24

INTC INTEL CORP4.6K sharesnew addition2026-03-312026-04-24

ADFI TWO RDS SHARED TR21.1K shares-2.68%2026-03-312026-04-24

Sponsored

AFIF TWO RDS SHARED TR16.9K shares-23.32%2026-03-312026-04-24

VCV INVESCO CALIF VALUE MUN INCO13.5K shares0.00%2026-03-312026-04-24

STXS STEREOTAXIS INC64.0K shares-1.54%2026-03-312026-04-24

NXE NEXGEN ENERGY LTD10.0K sharesnew addition2026-03-312026-04-24

OPFI OPPFI INC15.0K shares0.00%2026-03-312026-04-24

AOHY ANGEL OAK FUNDS TRUST10.4K shares0.14%2026-03-312026-04-24

FSK FS KKR CAP CORP11.0K shares-12.49%2026-03-312026-04-24

FSCO FS CREDIT OPPORTUNITIES CORP17.0K sharesnew addition2026-03-312026-04-24

Sponsored

JQC NUVEEN CR STRATEGIES INCOME10.0K shares0.00%2026-03-312026-04-24

NAK NORTHERN DYNASTY MINERALS LT24.6K shares0.00%2026-03-312026-04-24

AAPL

APPLE INC

-1.17%

Shares59.0K

Event2026-03-31

Filed2026-04-24

TBIL

RBB FD INC

6388.00%

Shares300.1K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-3.44%

Shares75.8K

Event2026-03-31

Filed2026-04-24

FNV

FRANCO NEV CORP

14.24%

Shares28.9K

Event2026-03-31

Filed2026-04-24

GDXJ

VANECK ETF TRUST

-33.93%

Shares54.8K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

1.52%

Shares27.9K

Event2026-03-31

Filed2026-04-24

UYLD

ANGEL OAK FUNDS TRUST

-2.31%

Shares103.7K

Event2026-03-31

Filed2026-04-24

AEM

AGNICO EAGLE MINES LTD

12.09%

Shares23.8K

Event2026-03-31

Filed2026-04-24

BOXX

EA SERIES TRUST

0.62%

Shares37.8K

Event2026-03-31

Filed2026-04-24

BUXX

EA SERIES TRUST

523.81%

Shares211.2K

Event2026-03-31

Filed2026-04-24

GRID

FIRST TR EXCHANGE-TRADED FD

-13.94%

Shares25.4K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

10.49%

Shares11.0K

Event2026-03-31

Filed2026-04-24

WPM

WHEATON PRECIOUS METALS CORP

-1.41%

Shares25.9K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

2.31%

Shares10.0K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TR EXCHANGE TRADED FD

-0.42%

Shares41.3K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

New

Shares30.4K

Event2026-03-31

Filed2026-04-24

VISA INC

0.50%

Shares9.3K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

-12.44%

Shares13.4K

Event2026-03-31

Filed2026-04-24

DGCB

DIMENSIONAL ETF TRUST

-0.55%

Shares49.4K

Event2026-03-31

Filed2026-04-24

FEX

FIRST TR EXCHANGE-TRADED ALP

0.94%

Shares21.5K

Event2026-03-31

Filed2026-04-24

RWL

INVESCO EXCH TRADED FD TR II

3.15%

Shares21.8K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.64%

Shares8.5K

Event2026-03-31

Filed2026-04-24

DFAC

DIMENSIONAL ETF TRUST

-3.64%

Shares61.9K

Event2026-03-31

Filed2026-04-24

REMX

VANECK ETF TRUST

-20.39%

Shares27.3K

Event2026-03-31

Filed2026-04-24

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares60.6K

Event2026-03-31

Filed2026-04-24

SII

SPROTT INC

-2.39%

Shares15.3K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

4.09%

Shares6.3K

Event2026-03-31

Filed2026-04-24

HYCROFT MINING HOLDING CORP

79.39%

Shares55.4K

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

7.85%

Shares9.5K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

13.39%

Shares4.0K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-0.19%

Shares38.9K

Event2026-03-31

Filed2026-04-24

FDD

FIRST TR EXCHANGE-TRADED FD

0.01%

Shares101.9K

Event2026-03-31

Filed2026-04-24

ALPS ETF TR

4.22%

Shares34.2K

Event2026-03-31

Filed2026-04-24

LGOV

FIRST TR EXCHANGE-TRADED FD

0.20%

Shares78.4K

Event2026-03-31

Filed2026-04-24

NFLX

NETFLIX INC.

425.68%

Shares17.3K

Event2026-03-31

Filed2026-04-24

CCJ

CAMECO CORP

-39.24%

Shares15.1K

Event2026-03-31

Filed2026-04-24

PLTR

PALANTIR TECHNOLOGIES INC

14.12%

Shares11.2K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

1.68%

Shares2.7K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

1.14%

Shares9.1K

Event2026-03-31

Filed2026-04-24

CGUS

CAPITAL GROUP CORE EQUITY ET

16.58%

Shares39.5K

Event2026-03-31

Filed2026-04-24