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The Analysis of TD Capital Management LLC's Holdings & P&L

Currently, TD Capital Management LLC holds 818 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in JSCP (+63.3K shares, valued at $3.0M), JPLD (+39.6K shares, valued at $2.1M), N/A (+2.5K shares, valued at $1.5M); decreased their positions in MINT (-34.3K shares, valued at $3.4M), USFR (-53.1K shares, valued at $2.7M), ITOT (-10.4K shares, valued at $1.5M); initiated new positions in SPYM (+17.0K shares, valued at $1.4M), FFLC (+2.1K shares, valued at $113.8K), IWN (+366 shares, valued at $66.3K).

1M P&L

+28.2M+2.50%

3M P&L

-172.2M-12.95%

HY P&L

-143.1M-11.00%

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/A1.0B

95.0%

2Auto Parts17.1M

1.6%

3Consumer Electronics5.8M

0.5%

Top Industries by Stock Count

1N/A239 stocks

31.7%

2Software - Application24 stocks

3.2%

3Specialty Industrial Machinery16 stocks

2.1%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.4M shares-0.76%2025-12-312026-02-26

VTI VANGUARD INDEX FDS257.5K shares1.25%2025-12-312026-02-26

BSV VANGUARD BD INDEX FDS707.9K shares0.43%2025-12-312026-02-26

IVV ISHARES TR78.6K shares-0.49%2025-12-312026-02-26

LDUR PIMCO ETF TR431.4K shares0.83%2025-12-312026-02-26

VIG VANGUARD SPECIALIZED FUNDS188.1K shares-0.25%2025-12-312026-02-26

QUAL ISHARES TR198.8K shares-1.02%2025-12-312026-02-26

BND VANGUARD BD INDEX FDS523.9K shares3.56%2025-12-312026-02-26

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VUG VANGUARD INDEX FDS77.1K shares-0.62%2025-12-312026-02-26

VV VANGUARD INDEX FDS88.4K shares-0.61%2025-12-312026-02-26

AGG ISHARES TR263.9K shares-1.16%2025-12-312026-02-26

VTV VANGUARD INDEX FDS137.7K shares-0.34%2025-12-312026-02-26

MINT PIMCO ETF TR255.8K shares-11.82%2025-12-312026-02-26

VANGUARD INDEX FDS VANGUARD INDEX FDS38.3K shares6.90%2025-12-312026-02-26

SMMU PIMCO ETF TR383.0K shares5.11%2025-12-312026-02-26

JCPB J P MORGAN EXCHANGE TRADED F395.9K shares5.79%2025-12-312026-02-26

Sponsored

AZO AUTOZONE INC5.0K shares-0.87%2025-12-312026-02-26

LMBS FIRST TR EXCHANGE-TRADED FD307.4K shares0.44%2025-12-312026-02-26

IXUS ISHARES TR163.6K shares-1.13%2025-12-312026-02-26

JPST J P MORGAN EXCHANGE TRADED F266.8K shares1.04%2025-12-312026-02-26

JSCP J P MORGAN EXCHANGE TRADED F280.3K shares29.17%2025-12-312026-02-26

JPLD J P MORGAN EXCHANGE TRADED F251.0K shares18.76%2025-12-312026-02-26

USMV ISHARES TR135.7K shares-7.59%2025-12-312026-02-26

SPHQ INVESCO EXCHANGE TRADED FD T163.1K shares1.66%2025-12-312026-02-26

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DGRW WISDOMTREE TR134.5K shares1.49%2025-12-312026-02-26

SUB ISHARES TR110.4K shares6.81%2025-12-312026-02-26

JMST J P MORGAN EXCHANGE TRADED F230.3K shares-6.12%2025-12-312026-02-26

SPTM SPDR SERIES TRUST140.4K shares11.39%2025-12-312026-02-26

BOND PIMCO ETF TR116.2K shares1.16%2025-12-312026-02-26

VB VANGUARD INDEX FDS41.1K shares-0.10%2025-12-312026-02-26

VO VANGUARD INDEX FDS33.3K shares0.18%2025-12-312026-02-26

ACWI ISHARES TR60.0K shares0.04%2025-12-312026-02-26

Sponsored

VXF VANGUARD INDEX FDS40.4K shares-2.09%2025-12-312026-02-26

FTCS FIRST TR EXCHANGE-TRADED FD88.9K shares-0.33%2025-12-312026-02-26

PULS PGIM ETF TR165.3K shares18.47%2025-12-312026-02-26

FBND FIDELITY MERRIMACK STR TR175.8K shares6.02%2025-12-312026-02-26

FTSM FIRST TR EXCHANGE-TRADED FD133.4K shares-11.37%2025-12-312026-02-26

MUNI PIMCO ETF TR138.7K shares1.42%2025-12-312026-02-26

USFR WISDOMTREE TR143.0K shares-27.08%2025-12-312026-02-26

AAPL APPLE INC21.2K shares1.95%2025-12-312026-02-26

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VXUS VANGUARD STAR FDS67.0K shares7.31%2025-12-312026-02-26

JMUB J P MORGAN EXCHANGE TRADED F89.7K shares1.79%2025-12-312026-02-26

VTEB VANGUARD MUN BD FDS89.9K shares-0.40%2025-12-312026-02-26

MSFT MICROSOFT CORP8.9K shares6.34%2025-12-312026-02-26

MUB ISHARES TR38.2K shares-1.08%2025-12-312026-02-26

JQUA J P MORGAN EXCHANGE TRADED F56.7K shares12.01%2025-12-312026-02-26

TSCO TRACTOR SUPPLY CO55.7K shares0.00%2025-12-312026-02-26

QQQM INVESCO EXCH TRADED FD TR II10.9K shares4.78%2025-12-312026-02-26

Sponsored

QGRW WISDOMTREE TR46.0K shares12.71%2025-12-312026-02-26

NVDA NVIDIA CORPORATION12.8K shares32.38%2025-12-312026-02-26

ISTB ISHARES TR47.8K shares-35.59%2025-12-312026-02-26

DGRO ISHARES TR32.9K shares0.33%2025-12-312026-02-26

VUSB VANGUARD BD INDEX FDS44.3K shares-19.95%2025-12-312026-02-26

RDVY FIRST TR EXCHANGE TRADED FD30.9K shares69.06%2025-12-312026-02-26

VCRB VANGUARD MALVERN FDS24.9K shares10.10%2025-12-312026-02-26

WMT WALMART INC17.1K shares3.94%2025-12-312026-02-26

Sponsored

KO COCA COLA CO25.8K shares0.67%2025-12-312026-02-26

SPMO INVESCO EXCH TRADED FD TR II13.5K shares7.22%2025-12-312026-02-26

AMZN AMAZON COM INC6.2K shares68.30%2025-12-312026-02-26

SPYM SPDR SERIES TRUST17.0K sharesnew addition2025-12-312026-02-26

CIBR FIRST TR EXCHANGE TRADED FD17.5K shares1.21%2025-12-312026-02-26

FDX FEDEX CORP4.3K shares3.34%2025-12-312026-02-26

SPSM SPDR SERIES TRUST23.6K shares-1.74%2025-12-312026-02-26

IJR ISHARES TR9.0K shares9.49%2025-12-312026-02-26

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T9.9K shares-2.41%2025-12-312026-02-26

SCHD SCHWAB STRATEGIC TR36.4K shares-2.45%2025-12-312026-02-26

GSLC GOLDMAN SACHS ETF TR6.7K shares-1.39%2025-12-312026-02-26

IEFA ISHARES TR9.4K shares0.60%2025-12-312026-02-26

XOM EXXON MOBIL CORP6.9K shares2.21%2025-12-312026-02-26

SPY SPDR S&P 500 ETF TR1.1K shares3.77%2025-12-312026-02-26

TSLA TESLA INC1.6K shares8.96%2025-12-312026-02-26

META META PLATFORMS INC1.0K shares4.32%2025-12-312026-02-26

Sponsored

NFLX NETFLIX INC6.9K shares881.53%2025-12-312026-02-26

GSST GOLDMAN SACHS ETF TR11.7K shares1.15%2025-12-312026-02-26

PYLD PIMCO ETF TR20.8K shares1.95%2025-12-312026-02-26

WDFC WD 40 CO2.8K shares0.00%2025-12-312026-02-26

SFNC SIMMONS 1ST NATL CORP28.3K shares1.04%2025-12-312026-02-26

IWB ISHARES TR1.4K shares-1.30%2025-12-312026-02-26

BIV VANGUARD BD INDEX FDS6.3K shares0.19%2025-12-312026-02-26

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares23.20%2025-12-312026-02-26

Sponsored

BCAT BLACKROCK CAP ALLOCATION TER33.8K shares5.64%2025-12-312026-02-26

ALPHABET INC ALPHABET INC1.5K shares41.48%2025-12-312026-02-26

BROADCOM INC BROADCOM INC1.4K shares36.60%2025-12-312026-02-26

UNM UNUM GROUP5.7K shares0.00%2025-12-312026-02-26

ALPHABET INC ALPHABET INC1.4K shares28.03%2025-12-312026-02-26

GE AEROSPACE GE AEROSPACE1.3K shares0.08%2025-12-312026-02-26

CVX CHEVRON CORP NEW2.5K shares-0.63%2025-12-312026-02-26

EFG ISHARES TR3.3K shares1.38%2025-12-312026-02-26

Sponsored

DNL WISDOMTREE TR8.9K shares7.46%2025-12-312026-02-26

XLRE SELECT SECTOR SPDR TR9.0K shares1.09%2025-12-312026-02-26

VEU VANGUARD INTL EQUITY INDEX F4.9K shares-13.93%2025-12-312026-02-26

PFF ISHARES TR11.6K shares-2.18%2025-12-312026-02-26

VNQ VANGUARD INDEX FDS3.9K shares0.90%2025-12-312026-02-26

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL685 shares18.92%2025-12-312026-02-26

VCIT VANGUARD SCOTTSDALE FDS4.1K shares0.00%2025-12-312026-02-26

IWF ISHARES TR717 shares0.00%2025-12-312026-02-26

Sponsored

AEM AGNICO EAGLE MINES LTD2.0K shares0.00%2025-12-312026-02-26

MERCK & CO INC MERCK & CO INC3.2K shares11.98%2025-12-312026-02-26

IJH ISHARES TR5.0K shares0.42%2025-12-312026-02-26

BK BANK NEW YORK MELLON CORP2.8K shares0.07%2025-12-312026-02-26

FUMB FIRST TR EXCH TRADED FD III16.1K shares0.01%2025-12-312026-02-26

CAT CATERPILLAR INC549 shares11.36%2025-12-312026-02-26

DRUP GRANITESHARES ETF TR4.6K shares0.00%2025-12-312026-02-26

CPSL CALAMOS ETF TR11.4K shares103.54%2025-12-312026-02-26

Sponsored

FLDR FIDELITY MERRIMACK STR TR6.2K shares1.13%2025-12-312026-02-26

JPM JPMORGAN CHASE & CO.952 shares-10.27%2025-12-312026-02-26

MOAT VANECK ETF TRUST2.9K shares0.62%2025-12-312026-02-26

FELC FIDELITY COVINGTON TRUST7.7K shares0.23%2025-12-312026-02-26

PSK SPDR SERIES TRUST9.1K shares0.25%2025-12-312026-02-26

IGSB ISHARES TR5.5K shares0.00%2025-12-312026-02-26

LOW LOWES COS INC1.2K shares0.17%2025-12-312026-02-26

FQAL FIDELITY COVINGTON TRUST3.7K shares0.27%2025-12-312026-02-26

Sponsored

USIG ISHARES TR5.3K shares0.00%2025-12-312026-02-26

HD HOME DEPOT INC802 shares15.73%2025-12-312026-02-26

PSX PHILLIPS 662.1K shares0.05%2025-12-312026-02-26

JTEK J P MORGAN EXCHANGE TRADED F3.0K shares0.00%2025-12-312026-02-26

INVESCO QQQ TR INVESCO QQQ TR430 shares-20.07%2025-12-312026-02-26

VEA VANGUARD TAX-MANAGED FDS4.2K shares-31.75%2025-12-312026-02-26

NEE NEXTERA ENERGY INC3.0K shares11.36%2025-12-312026-02-26

ESGU ISHARES TR1.6K shares0.31%2025-12-312026-02-26

Sponsored

PEP PEPSICO INC1.6K shares5.40%2025-12-312026-02-26

PG PROCTER AND GAMBLE CO1.6K shares-16.34%2025-12-312026-02-26

JNJ JOHNSON & JOHNSON1.1K shares-2.36%2025-12-312026-02-26

FIXD FIRST TR EXCHNG TRADED FD VI5.0K shares10.92%2025-12-312026-02-26

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2025-12-312026-02-26

IP INTERNATIONAL PAPER CO5.0K shares-50.47%2025-12-312026-02-26

GEV GE VERNOVA INC303 shares0.00%2025-12-312026-02-26

VDE VANGUARD WORLD FD1.5K shares0.13%2025-12-312026-02-26

Sponsored

ABBV ABBVIE INC822 shares20.00%2025-12-312026-02-26

SCHF SCHWAB STRATEGIC TR7.7K shares82.81%2025-12-312026-02-26

GS GOLDMAN SACHS GROUP INC211 shares177.63%2025-12-312026-02-26

XLV SELECT SECTOR SPDR TR1.2K shares0.00%2025-12-312026-02-26

MTUM ISHARES TR732 shares54.43%2025-12-312026-02-26

WMB WILLIAMS COS INC3.0K shares0.00%2025-12-312026-02-26

IGIB ISHARES TR3.3K shares1.10%2025-12-312026-02-26

FMUN FIDELITY MERRIMACK STR TR3.5K shares0.83%2025-12-312026-02-26

Sponsored

XLU SELECT SECTOR SPDR TR4.1K shares100.30%2025-12-312026-02-26

T AT&T INC6.9K shares0.72%2025-12-312026-02-26

GLDM WORLD GOLD TR2.0K shares0.00%2025-12-312026-02-26

PM PHILIP MORRIS INTL INC1.0K shares8.33%2025-12-312026-02-26

SCHG SCHWAB STRATEGIC TR4.9K shares0.08%2025-12-312026-02-26

GLD SPDR GOLD TR394 shares5.07%2025-12-312026-02-26

DSI ISHARES TR1.2K shares0.17%2025-12-312026-02-26

MPC MARATHON PETE CORP933 shares-13.85%2025-12-312026-02-26

Sponsored

CSCO CISCO SYS INC2.0K shares17.17%2025-12-312026-02-26

CORP PIMCO ETF TR1.5K shares-12.14%2025-12-312026-02-26

FNDA SCHWAB STRATEGIC TR4.8K shares0.47%2025-12-312026-02-26

BUFR FIRST TR EXCHNG TRADED FD VI4.4K shares561.36%2025-12-312026-02-26

VLUE ISHARES TR1.1K shares-20.91%2025-12-312026-02-26

XLP SELECT SECTOR SPDR TR1.9K shares0.16%2025-12-312026-02-26

EFA ISHARES TR1.5K shares0.55%2025-12-312026-02-26

VT VANGUARD INTL EQUITY INDEX F983 shares0.72%2025-12-312026-02-26

Sponsored

RTX RTX CORPORATION744 shares42.26%2025-12-312026-02-26

IUSV ISHARES TR1.3K shares0.00%2025-12-312026-02-26

V VISA INC382 shares-12.59%2025-12-312026-02-26

CSX CSX CORP3.6K shares0.00%2025-12-312026-02-26

SCHV SCHWAB STRATEGIC TR4.5K shares0.56%2025-12-312026-02-26

SCHK SCHWAB STRATEGIC TR4.0K shares-18.90%2025-12-312026-02-26

OXY.WS OCCIDENTAL PETE CORP6.3K shares-11.05%2025-12-312026-02-26

VIGI VANGUARD WHITEHALL FDS1.3K shares0.61%2025-12-312026-02-26

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II3.3K shares4.11%2025-12-312026-02-26

NOW SERVICENOW INC785 shares448.95%2025-12-312026-02-26

SDY SPDR SERIES TRUST864 shares0.70%2025-12-312026-02-26

MET METLIFE INC1.5K shares0.00%2025-12-312026-02-26

SO SOUTHERN CO1.3K shares0.38%2025-12-312026-02-26

FFLC FIDELITY COVINGTON TRUST2.1K sharesnew addition2025-12-312026-02-26

VTIP VANGUARD MALVERN FDS2.3K shares2.77%2025-12-312026-02-26

OXY OCCIDENTAL PETE CORP2.7K shares4.90%2025-12-312026-02-26

Sponsored

FENI FIDELITY COVINGTON TRUST3.0K shares0.98%2025-12-312026-02-26

STIP ISHARES TR1.1K shares1.34%2025-12-312026-02-26

COWZ PACER FDS TR1.7K shares0.00%2025-12-312026-02-26

BAC BANK AMERICA CORP1.8K shares0.27%2025-12-312026-02-26

TE CONNECTIVITY PLC TE CONNECTIVITY PLC437 shares0.23%2025-12-312026-02-26

XLE SELECT SECTOR SPDR TR2.2K shares167.11%2025-12-312026-02-26

IWM ISHARES TR401 shares0.25%2025-12-312026-02-26

SYY SYSCO CORP1.3K shares0.46%2025-12-312026-02-26

Sponsored

VDC VANGUARD WORLD FD455 shares0.44%2025-12-312026-02-26

FICS FIRST TR EXCHANGE TRADED FD2.4K shares0.08%2025-12-312026-02-26

IWD ISHARES TR454 shares0.00%2025-12-312026-02-26

MDY SPDR S&P MIDCAP 400 ETF TR157 shares0.64%2025-12-312026-02-26

SPGI S&P GLOBAL INC180 shares0.00%2025-12-312026-02-26

PMBS PIMCO ETF TR1.9K shares62.65%2025-12-312026-02-26

ABT ABBOTT LABS733 shares35.74%2025-12-312026-02-26

YUM YUM BRANDS INC606 shares0.17%2025-12-312026-02-26

Sponsored

INTC INTEL CORP2.5K shares0.00%2025-12-312026-02-26

UNH UNITEDHEALTH GROUP INC275 shares0.73%2025-12-312026-02-26

MMM 3M CO554 shares0.18%2025-12-312026-02-26

ESBA EMPIRE ST RLTY OP L P13.5K shares0.54%2025-12-312026-02-26

XLSR SSGA ACTIVE TR1.4K shares0.00%2025-12-312026-02-26

LLY ELI LILLY & CO78 shares0.00%2025-12-312026-02-26

XLF SELECT SECTOR SPDR TR1.5K shares271.00%2025-12-312026-02-26

GILD GILEAD SCIENCES INC650 shares0.15%2025-12-312026-02-26

Sponsored

TSM TAIWAN SEMICONDUCTOR MFG LTD259 shares197.70%2025-12-312026-02-26

JCI JOHNSON CTLS INTL PLC657 shares30.88%2025-12-312026-02-26

IOO ISHARES TR598 shares0.34%2025-12-312026-02-26

OMFL INVESCO EXCH TRD SLF IDX FD1.2K shares0.00%2025-12-312026-02-26

ADSK AUTODESK INC247 shares0.00%2025-12-312026-02-26

FGD FIRST TR EXCHANGE TRADED FD2.4K shares2.13%2025-12-312026-02-26

HWM HOWMET AEROSPACE INC348 shares0.29%2025-12-312026-02-26

UNP UNION PAC CORP305 shares41.20%2025-12-312026-02-26

Sponsored

INTU INTUIT105 shares0.00%2025-12-312026-02-26

CAPE DOUBLELINE ETF TRUST2.1K shares0.80%2025-12-312026-02-26

DIS DISNEY WALT CO592 shares2.07%2025-12-312026-02-26

IWN ISHARES TR366 sharesnew addition2025-12-312026-02-26

EMN EASTMAN CHEM CO1.0K shares-24.24%2025-12-312026-02-26

TGT TARGET CORP641 shares0.16%2025-12-312026-02-26

MCD MCDONALDS CORP204 shares33.33%2025-12-312026-02-26

SPSB SPDR SERIES TRUST2.0K shares0.00%2025-12-312026-02-26

Sponsored

MU MICRON TECHNOLOGY INC216 shares0.00%2025-12-312026-02-26

WM WASTE MGMT INC DEL280 shares0.00%2025-12-312026-02-26

RJF RAYMOND JAMES FINL INC377 shares0.27%2025-12-312026-02-26

GPC GENUINE PARTS CO490 shares0.00%2025-12-312026-02-26

ORCL ORACLE CORP303 shares274.07%2025-12-312026-02-26

IVE ISHARES TR277 shares0.00%2025-12-312026-02-26

AHR AMERICAN HEALTHCARE REIT INC1.2K shares0.57%2025-12-312026-02-26

IMCG ISHARES TR723 shares0.14%2025-12-312026-02-26

Sponsored

HYS PIMCO ETF TR607 shares1.85%2025-12-312026-02-26

ISRG INTUITIVE SURGICAL INC100 shares0.00%2025-12-312026-02-26

DAL DELTA AIR LINES INC DEL812 shares0.37%2025-12-312026-02-26

CRM SALESFORCE INC212 shares89.29%2025-12-312026-02-26

LYFT LYFT INC2.9K shares0.00%2025-12-312026-02-26

CVS CVS HEALTH CORP698 shares67.39%2025-12-312026-02-26

ASML ASML HOLDING N V51 shares4.08%2025-12-312026-02-26

MEDTRONIC PLC MEDTRONIC PLC565 shares264.52%2025-12-312026-02-26

Sponsored

SDVY FIRST TR EXCHANGE-TRADED FD1.4K shares4.21%2025-12-312026-02-26

SPEU SPDR INDEX SHS FDS1.0K shares0.00%2025-12-312026-02-26

EATON CORP PLC EATON CORP PLC167 shares0.60%2025-12-312026-02-26

EWX SPDR INDEX SHS FDS803 shares1.01%2025-12-312026-02-26

PLTR PALANTIR TECHNOLOGIES INC295 shares28.26%2025-12-312026-02-26

CMCSA COMCAST CORP NEW1.8K shares1.04%2025-12-312026-02-26

LINDE PLC LINDE PLC118 shares321.43%2025-12-312026-02-26

FV FIRST TR EXCHANGE TRADED FD798 sharesnew addition2025-12-312026-02-26

Sponsored

IBTL ISHARES TR2.4K sharesnew addition2025-12-312026-02-26

WFC WELLS FARGO CO NEW528 shares0.57%2025-12-312026-02-26

CTVA CORTEVA INC727 shares0.14%2025-12-312026-02-26

CGGO CAPITAL GROUP GBL GROWTH EQT1.4K sharesnew addition2025-12-312026-02-26

UCON FIRST TR EXCHNG TRADED FD VI1.9K sharesnew addition2025-12-312026-02-26

SLVM SYLVAMO CORP991 shares1.12%2025-12-312026-02-26

IBTH ISHARES TR2.1K shares1.29%2025-12-312026-02-26

IBTG ISHARES TR2.1K shares1.36%2025-12-312026-02-26

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RMT ROYCE MICRO-CAP TR INC4.5K shares0.00%2025-12-312026-02-26

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP138 shares0.73%2025-12-312026-02-26

SCHW SCHWAB CHARLES CORP463 shares93.72%2025-12-312026-02-26

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IBTK ISHARES TR2.3K shares1.25%2025-12-312026-02-26

UBER UBER TECHNOLOGIES INC542 shares123.97%2025-12-312026-02-26

QCOM QUALCOMM INC259 shares0.39%2025-12-312026-02-26

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IHDG WISDOMTREE TR865 shares0.23%2025-12-312026-02-26

IWR ISHARES TR437 sharesnew addition2025-12-312026-02-26

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CARR CARRIER GLOBAL CORPORATION788 shares12.09%2025-12-312026-02-26

PFGC PERFORMANCE FOOD GROUP CO447 shares0.00%2025-12-312026-02-26

LDSF FIRST TR EXCHNG TRADED FD VI2.1K shares100.19%2025-12-312026-02-26

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MO ALTRIA GROUP INC681 shares18.02%2025-12-312026-02-26

UNILEVER PLC UNILEVER PLC594 sharesnew addition2025-12-312026-02-26

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ESGD ISHARES TR405 shares2.02%2025-12-312026-02-26

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ALPS ETF TR ALPS ETF TR662 shares0.00%2025-12-312026-02-26

FCX FREEPORT-MCMORAN INC750 shares0.00%2025-12-312026-02-26

NSC NORFOLK SOUTHN CORP132 shares0.76%2025-12-312026-02-26

MDLZ MONDELEZ INTL INC695 shares0.43%2025-12-312026-02-26

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ARGX ARGENX SE44 shares0.00%2025-12-312026-02-26

VZ VERIZON COMMUNICATIONS INC898 shares0.34%2025-12-312026-02-26

FNDF SCHWAB STRATEGIC TR788 sharesnew addition2025-12-312026-02-26

BP BP PLC1.0K shares0.00%2025-12-312026-02-26

QQQE DIREXION SHS ETF TR342 shares0.29%2025-12-312026-02-26

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND130 shares-10.96%2025-12-312026-02-26

IVES WEDBUSH SER TR1.1K shares0.37%2025-12-312026-02-26

CGDV CAPITAL GROUP DIVIDEND VALUE779 sharesnew addition2025-12-312026-02-26

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VRTX VERTEX PHARMACEUTICALS INC75 shares0.00%2025-12-312026-02-26

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KMI KINDER MORGAN INC DEL1.2K shares36.01%2025-12-312026-02-26

DOV DOVER CORP172 shares0.58%2025-12-312026-02-26

ROK ROCKWELL AUTOMATION INC86 sharesnew addition2025-12-312026-02-26

APP APPLOVIN CORP49 shares0.00%2025-12-312026-02-26

GEHC GE HEALTHCARE TECHNOLOGIES I402 shares0.00%2025-12-312026-02-26

AVDV AMERICAN CENTY ETF TR348 sharesnew addition2025-12-312026-02-26

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AVY AVERY DENNISON CORP178 shares0.56%2025-12-312026-02-26

TDVG T ROWE PRICE ETF INC718 sharesnew addition2025-12-312026-02-26

EMR EMERSON ELEC CO243 shares0.41%2025-12-312026-02-26

PFG PRINCIPAL FINANCIAL GROUP IN363 shares0.83%2025-12-312026-02-26

SBUX STARBUCKS CORP377 shares-25.93%2025-12-312026-02-26

ECL ECOLAB INC121 shares0.83%2025-12-312026-02-26

VOE VANGUARD INDEX FDS175 sharesnew addition2025-12-312026-02-26

AVEM AMERICAN CENTY ETF TR394 shares1.55%2025-12-312026-02-26

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IWO ISHARES TR93 sharesnew addition2025-12-312026-02-26

ARKK ARK ETF TR391 sharesnew addition2025-12-312026-02-26

AMP AMERIPRISE FINL INC61 shares0.00%2025-12-312026-02-26

BDX BECTON DICKINSON & CO153 shares0.66%2025-12-312026-02-26

TJX TJX COS INC NEW188 shares0.00%2025-12-312026-02-26

SHOP SHOPIFY INC179 shares0.00%2025-12-312026-02-26

CRWD CROWDSTRIKE HLDGS INC61 shares0.00%2025-12-312026-02-26

XSHQ INVESCO EXCH TRADED FD TR II675 shares0.00%2025-12-312026-02-26

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VSS VANGUARD INTL EQUITY INDEX F198 shares-46.77%2025-12-312026-02-26

TXN TEXAS INSTRS INC162 sharesnew addition2025-12-312026-02-26

CITIGROUP INC CITIGROUP INC240 sharesnew addition2025-12-312026-02-26

FHN FIRST HORIZON CORPORATION1.2K shares0.26%2025-12-312026-02-26

CR CRANE COMPANY148 sharesnew addition2025-12-312026-02-26

ICSH ISHARES TR539 shares2595.00%2025-12-312026-02-26

LMT LOCKHEED MARTIN CORP55 shares450.00%2025-12-312026-02-26

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC357 shares1.13%2025-12-312026-02-26

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PFE PFIZER INC1.1K shares0.57%2025-12-312026-02-26

LQD ISHARES TR240 shares0.00%2025-12-312026-02-26

AIT APPLIED INDL TECHNOLOGIES IN103 shares0.00%2025-12-312026-02-26

CL COLGATE PALMOLIVE CO326 shares61.39%2025-12-312026-02-26

PEG PUBLIC SVC ENTERPRISE GRP IN320 shares0.63%2025-12-312026-02-26

NATWEST GROUP PLC NATWEST GROUP PLC1.5K shares1.59%2025-12-312026-02-26

VST VISTRA CORP159 shares0.00%2025-12-312026-02-26

TIP ISHARES TR231 sharesnew addition2025-12-312026-02-26

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VWO VANGUARD INTL EQUITY INDEX F466 shares0.43%2025-12-312026-02-26

LAZARD INC LAZARD INC515 shares0.98%2025-12-312026-02-26

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SONY SONY GROUP CORP955 shares4.95%2025-12-312026-02-26

MNST MONSTER BEVERAGE CORP NEW317 shares0.00%2025-12-312026-02-26

IUSG ISHARES TR144 shares0.00%2025-12-312026-02-26

HOUS ANYWHERE REAL ESTATE INC1.7K shares0.00%2025-12-312026-02-26

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ITW ILLINOIS TOOL WKS INC96 shares1.05%2025-12-312026-02-26

GARP ISHARES TR340 shares0.00%2025-12-312026-02-26

SAP SAP SE95 shares7.95%2025-12-312026-02-26

NEM NEWMONT CORP231 shares0.00%2025-12-312026-02-26

VGK VANGUARD INTL EQUITY INDEX F273 shares565.85%2025-12-312026-02-26

RIO RIO TINTO PLC285 shares39.02%2025-12-312026-02-26

SHW SHERWIN WILLIAMS CO70 shares0.00%2025-12-312026-02-26

PYPL PAYPAL HLDGS INC388 shares-53.75%2025-12-312026-02-26

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WBD WARNER BROS DISCOVERY INC767 shares0.00%2025-12-312026-02-26

TMO THERMO FISHER SCIENTIFIC INC38 shares0.00%2025-12-312026-02-26

ENB ENBRIDGE INC452 shares1.35%2025-12-312026-02-26

TECB ISHARES TR354 shares0.28%2025-12-312026-02-26

DBC INVESCO DB COMMDY INDX TRCK960 sharesnew addition2025-12-312026-02-26

AMD ADVANCED MICRO DEVICES INC100 shares0.00%2025-12-312026-02-26

ELV ELEVANCE HEALTH INC FORMERLY61 shares0.00%2025-12-312026-02-26

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW182 shares50.41%2025-12-312026-02-26

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PANW PALO ALTO NETWORKS INC114 shares-26.92%2025-12-312026-02-26

CRBG COREBRIDGE FINL INC695 shares0.00%2025-12-312026-02-26

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AIG AMERICAN INTL GROUP INC241 shares-30.35%2025-12-312026-02-26

ICF ISHARES TR343 sharesnew addition2025-12-312026-02-26

ED CONSOLIDATED EDISON INC205 shares0.99%2025-12-312026-02-26

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CLH CLEAN HARBORS INC86 shares0.00%2025-12-312026-02-26

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HYLS FIRST TR EXCHANGE-TRADED FD481 sharesnew addition2025-12-312026-02-26

TFC TRUIST FINL CORP406 shares1.00%2025-12-312026-02-26

ETY EATON VANCE TAX-MANAGED DIVE1.3K shares0.00%2025-12-312026-02-26

MDYG SPDR SERIES TRUST213 shares0.47%2025-12-312026-02-26

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PSR INVESCO ACTIVELY MANAGED EXC211 sharesnew addition2025-12-312026-02-26

COP CONOCOPHILLIPS204 shares0.00%2025-12-312026-02-26

Sponsored

OMF ONEMAIN HLDGS INC281 shares0.00%2025-12-312026-02-26

HOOD ROBINHOOD MKTS INC166 shares0.00%2025-12-312026-02-26

MDYV SPDR SERIES TRUST219 shares0.46%2025-12-312026-02-26

MMC MARSH & MCLENNAN COS INC100 shares-40.12%2025-12-312026-02-26

TOTALENERGIES SE TOTALENERGIES SE281 sharesnew addition2025-12-312026-02-26

SYK STRYKER CORPORATION52 shares0.00%2025-12-312026-02-26

GDX VANECK ETF TRUST210 shares0.00%2025-12-312026-02-26

TLN TALEN ENERGY CORP48 shares0.00%2025-12-312026-02-26

Sponsored

BOTZ GLOBAL X FDS493 shares0.00%2025-12-312026-02-26

OTIS OTIS WORLDWIDE CORP202 shares0.50%2025-12-312026-02-26

SLYG SPDR SERIES TRUST185 shares0.00%2025-12-312026-02-26

BBVA BANCO BILBAO VIZCAYA ARGENTA748 shares5.50%2025-12-312026-02-26

SNPS SYNOPSYS INC37 shares0.00%2025-12-312026-02-26

EXG EATON VANCE TAX-MANAGED GLOB1.8K shares0.00%2025-12-312026-02-26

NKE NIKE INC268 shares109.38%2025-12-312026-02-26

SLYV SPDR SERIES TRUST188 shares1.08%2025-12-312026-02-26

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AMT AMERICAN TOWER CORP NEW97 shares0.00%2025-12-312026-02-26

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EQIX EQUINIX INC22 shares0.00%2025-12-312026-02-26

ZG ZILLOW GROUP INC247 shares0.00%2025-12-312026-02-26

IMCV ISHARES TR204 shares0.49%2025-12-312026-02-26

ET ENERGY TRANSFER L P1.0K shares0.00%2025-12-312026-02-26

IVZ INVESCO LTD625 sharesnew addition2025-12-312026-02-26

DDOG DATADOG INC120 shares0.00%2025-12-312026-02-26

Sponsored

FEZ SPDR INDEX SHS FDS252 shares0.80%2025-12-312026-02-26

MCHP MICROCHIP TECHNOLOGY INC.251 shares0.00%2025-12-312026-02-26

MTG MGIC INVT CORP WIS537 shares0.00%2025-12-312026-02-26

ADP AUTOMATIC DATA PROCESSING IN61 shares1.67%2025-12-312026-02-26

AAXJ ISHARES TR167 sharesnew addition2025-12-312026-02-26

BABA ALIBABA GROUP HLDG LTD105 shares0.00%2025-12-312026-02-26

PPL PPL CORP441 shares0.00%2025-12-312026-02-26

TECK TECK RESOURCES LTD322 shares0.00%2025-12-312026-02-26

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UPS UNITED PARCEL SERVICE INC155 shares1.31%2025-12-312026-02-26

HOG HARLEY DAVIDSON INC752 shares0.00%2025-12-312026-02-26

IBM INTERNATIONAL BUSINESS MACHS52 shares44.44%2025-12-312026-02-26

DRAFTKINGS INC NEW DRAFTKINGS INC NEW443 shares0.00%2025-12-312026-02-26

HUBS HUBSPOT INC38 shares0.00%2025-12-312026-02-26

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ING ING GROEP N.V.536 shares0.00%2025-12-312026-02-26

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FYX FIRST TR EXCHANGE-TRADED ALP132 sharesnew addition2025-12-312026-02-26

IYH ISHARES TR226 sharesnew addition2025-12-312026-02-26

ROBT FIRST TR EXCHANGE TRADED FD275 shares0.00%2025-12-312026-02-26

MTB M & T BK CORP71 shares0.00%2025-12-312026-02-26

PLD PROLOGIS INC.110 shares0.92%2025-12-312026-02-26

MUFG MITSUBISHI UFJ FINL GROUP IN885 shares10.35%2025-12-312026-02-26

PCG PG&E CORP870 shares0.00%2025-12-312026-02-26

SE SEA LTD109 shares1.87%2025-12-312026-02-26

Sponsored

MSCI MSCI INC24 shares0.00%2025-12-312026-02-26

LULU LULULEMON ATHLETICA INC65 shares0.00%2025-12-312026-02-26

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP1.0K shares0.20%2025-12-312026-02-26

SNOW SNOWFLAKE INC61 shares0.00%2025-12-312026-02-26

XYZ BLOCK INC205 shares0.00%2025-12-312026-02-26

PH PARKER-HANNIFIN CORP15 shares200.00%2025-12-312026-02-26

MS MORGAN STANLEY75 shares476.92%2025-12-312026-02-26

WCC WESCO INTL INC54 shares0.00%2025-12-312026-02-26

Sponsored

PAGP PLAINS GP HLDGS L P690 shares0.00%2025-12-312026-02-26

ZTS ZOETIS INC104 shares0.00%2025-12-312026-02-26

CANC TEMA ETF TRUST376 shares0.00%2025-12-312026-02-26

ARES ARES MANAGEMENT CORPORATION80 shares0.00%2025-12-312026-02-26

AMGN AMGEN INC39 shares-40.00%2025-12-312026-02-26

GRID FIRST TR EXCHANGE TRADED FD82 sharesnew addition2025-12-312026-02-26

BTI BRITISH AMERN TOB PLC221 shares8.87%2025-12-312026-02-26

ICOW PACER FDS TR306 shares0.00%2025-12-312026-02-26

Sponsored

RWL INVESCO EXCH TRADED FD TR II103 shares0.98%2025-12-312026-02-26

PODD INSULET CORP41 shares0.00%2025-12-312026-02-26

ELAN ELANCO ANIMAL HEALTH INC511 shares0.00%2025-12-312026-02-26

BMY BRISTOL-MYERS SQUIBB CO212 shares-17.19%2025-12-312026-02-26

FNDX SCHWAB STRATEGIC TR420 shares0.48%2025-12-312026-02-26

YUMC YUM CHINA HLDGS INC235 shares0.43%2025-12-312026-02-26

WDAY WORKDAY INC52 shares-42.22%2025-12-312026-02-26

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY150 shares0.00%2025-12-312026-02-26

Sponsored

ODFL OLD DOMINION FREIGHT LINE IN70 shares0.00%2025-12-312026-02-26

TT TRANE TECHNOLOGIES PLC28 shares0.00%2025-12-312026-02-26

DGX QUEST DIAGNOSTICS INC63 shares1.61%2025-12-312026-02-26

IDXX IDEXX LABS INC16 shares0.00%2025-12-312026-02-26

NVO NOVO-NORDISK A S212 shares-73.30%2025-12-312026-02-26

EQT CORP EQT CORP200 shares-55.06%2025-12-312026-02-26

DVY ISHARES TR75 shares1.35%2025-12-312026-02-26

DXYZ DESTINY TECH100 INC346 sharesnew addition2025-12-312026-02-26

Sponsored

ISHARES GOLD TR ISHARES GOLD TR130 shares0.00%2025-12-312026-02-26

SJM SMUCKER J M CO106 shares0.95%2025-12-312026-02-26

TMUS T-MOBILE US INC51 shares0.00%2025-12-312026-02-26

EXC EXELON CORP236 shares0.85%2025-12-312026-02-26

HDB HDFC BANK LTD280 shares0.00%2025-12-312026-02-26

FDVV FIDELITY COVINGTON TRUST177 shares0.57%2025-12-312026-02-26

THRO BLACKROCK ETF TRUST260 sharesnew addition2025-12-312026-02-26

SHY ISHARES TR120 shares-40.59%2025-12-312026-02-26

Sponsored

DELL DELL TECHNOLOGIES INC79 shares0.00%2025-12-312026-02-26

SPOT SPOTIFY TECHNOLOGY S A17 shares0.00%2025-12-312026-02-26

DEO DIAGEO PLC113 shares182.50%2025-12-312026-02-26

MUSA MURPHY USA INC24 shares0.00%2025-12-312026-02-26

KRANESHARES TRUST KRANESHARES TRUST261 sharesnew addition2025-12-312026-02-26

EMXC ISHARES INC129 shares2.38%2025-12-312026-02-26

VPU VANGUARD WORLD FD50 shares0.00%2025-12-312026-02-26

ALNY ALNYLAM PHARMACEUTICALS INC23 shares0.00%2025-12-312026-02-26

Sponsored

BUNGE GLOBAL SA BUNGE GLOBAL SA103 shares0.98%2025-12-312026-02-26

APD AIR PRODS & CHEMS INC37 shares0.00%2025-12-312026-02-26

JOE ST JOE CO153 shares0.00%2025-12-312026-02-26

ETJ EATON VANCE RISK-MANAGED DIV1.0K shares0.00%2025-12-312026-02-26

BSX BOSTON SCIENTIFIC CORP94 shares0.00%2025-12-312026-02-26

ROAD CONSTRUCTION PARTNERS INC82 shares0.00%2025-12-312026-02-26

SPGP INVESCO EXCHANGE TRADED FD T78 shares0.00%2025-12-312026-02-26

TRV TRAVELERS COMPANIES INC31 shares0.00%2025-12-312026-02-26

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TEI TEMPLETON EMERGING MKTS INCO1.4K shares7.08%2025-12-312026-02-26

AB ALLIANCEBERNSTEIN HLDG L P226 shares0.00%2025-12-312026-02-26

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC101 shares0.00%2025-12-312026-02-26

WAB WABTEC40 shares0.00%2025-12-312026-02-26

IQLT ISHARES TR186 shares0.54%2025-12-312026-02-26

CHKP CHECK POINT SOFTWARE TECH LT45 shares0.00%2025-12-312026-02-26

CCL CARNIVAL CORP273 shares0.00%2025-12-312026-02-26

CTSH COGNIZANT TECHNOLOGY SOLUTIO100 shares0.00%2025-12-312026-02-26

Sponsored

CTAS CINTAS CORP44 shares0.00%2025-12-312026-02-26

ORLY OREILLY AUTOMOTIVE INC90 shares0.00%2025-12-312026-02-26

LIBERTY MEDIA CORP DEL LIBERTY MEDIA CORP DEL83 shares0.00%2025-12-312026-02-26

PNC PNC FINL SVCS GROUP INC39 shares0.00%2025-12-312026-02-26

SCHA SCHWAB STRATEGIC TR285 shares0.35%2025-12-312026-02-26

RNP COHEN & STEERS REIT & PFD &409 shares0.00%2025-12-312026-02-26

JLL JONES LANG LASALLE INC24 shares0.00%2025-12-312026-02-26

RACE FERRARI N V21 shares0.00%2025-12-312026-02-26

Sponsored

THE CIGNA GROUP THE CIGNA GROUP28 shares0.00%2025-12-312026-02-26

SNY SANOFI SA159 shares0.00%2025-12-312026-02-26

WTV WISDOMTREE TR81 shares0.00%2025-12-312026-02-26

E ENI S P A200 shares0.00%2025-12-312026-02-26

THC TENET HEALTHCARE CORP38 shares0.00%2025-12-312026-02-26

GCOW PACER FDS TR183 shares0.00%2025-12-312026-02-26

MA MASTERCARD INCORPORATED13 shares0.00%2025-12-312026-02-26

XT ISHARES TR105 shares7.14%2025-12-312026-02-26

Sponsored

FDS FACTSET RESH SYS INC25 shares0.00%2025-12-312026-02-26

IEMG ISHARES INC106 shares0.95%2025-12-312026-02-26

DOCS DOXIMITY INC161 shares0.00%2025-12-312026-02-26

VSDA VICTORY PORTFOLIOS II134 shares1.52%2025-12-312026-02-26

TDOC TELADOC HEALTH INC1.0K shares0.00%2025-12-312026-02-26

DE DEERE & CO15 shares0.00%2025-12-312026-02-26

CXT CRANE NXT CO148 sharesnew addition2025-12-312026-02-26

IFF INTERNATIONAL FLAVORS&FRAGRA101 shares0.00%2025-12-312026-02-26

Sponsored

MDB MONGODB INC16 shares0.00%2025-12-312026-02-26

AMH AMERICAN HOMES 4 RENT204 shares0.00%2025-12-312026-02-26

FDIF FIDELITY COVINGTON TRUST183 shares0.00%2025-12-312026-02-26

MKL MARKEL GROUP INC3 shares0.00%2025-12-312026-02-26

ITOT

ISHARES TR

-0.76%

Shares1.4M

Event2025-12-31

Filed2026-02-26

VTI

VANGUARD INDEX FDS

1.25%

Shares257.5K

Event2025-12-31

Filed2026-02-26

BSV

VANGUARD BD INDEX FDS

0.43%

Shares707.9K

Event2025-12-31

Filed2026-02-26

IVV

ISHARES TR

-0.49%

Shares78.6K

Event2025-12-31

Filed2026-02-26

LDUR

PIMCO ETF TR

0.83%

Shares431.4K

Event2025-12-31

Filed2026-02-26

VIG

VANGUARD SPECIALIZED FUNDS

-0.25%

Shares188.1K

Event2025-12-31

Filed2026-02-26

QUAL

ISHARES TR

-1.02%

Shares198.8K

Event2025-12-31

Filed2026-02-26

BND

VANGUARD BD INDEX FDS

3.56%

Shares523.9K

Event2025-12-31

Filed2026-02-26

VUG

VANGUARD INDEX FDS

-0.62%

Shares77.1K

Event2025-12-31

Filed2026-02-26

VANGUARD INDEX FDS

-0.61%

Shares88.4K

Event2025-12-31

Filed2026-02-26

AGG

ISHARES TR

-1.16%

Shares263.9K

Event2025-12-31

Filed2026-02-26

VTV

VANGUARD INDEX FDS

-0.34%

Shares137.7K

Event2025-12-31

Filed2026-02-26

MINT

PIMCO ETF TR

-11.82%

Shares255.8K

Event2025-12-31

Filed2026-02-26

VANGUARD INDEX FDS

6.90%

Shares38.3K

Event2025-12-31

Filed2026-02-26

SMMU

PIMCO ETF TR

5.11%

Shares383.0K

Event2025-12-31

Filed2026-02-26

JCPB

J P MORGAN EXCHANGE TRADED F

5.79%

Shares395.9K

Event2025-12-31

Filed2026-02-26

AZO

AUTOZONE INC

-0.87%

Shares5.0K

Event2025-12-31

Filed2026-02-26

LMBS

FIRST TR EXCHANGE-TRADED FD

0.44%

Shares307.4K

Event2025-12-31

Filed2026-02-26

IXUS

ISHARES TR

-1.13%

Shares163.6K

Event2025-12-31

Filed2026-02-26

JPST

J P MORGAN EXCHANGE TRADED F

1.04%

Shares266.8K

Event2025-12-31

Filed2026-02-26

JSCP

J P MORGAN EXCHANGE TRADED F

29.17%

Shares280.3K

Event2025-12-31

Filed2026-02-26

JPLD

J P MORGAN EXCHANGE TRADED F

18.76%

Shares251.0K

Event2025-12-31

Filed2026-02-26

USMV

ISHARES TR

-7.59%

Shares135.7K

Event2025-12-31

Filed2026-02-26

SPHQ

INVESCO EXCHANGE TRADED FD T

1.66%

Shares163.1K

Event2025-12-31

Filed2026-02-26

DGRW

WISDOMTREE TR

1.49%

Shares134.5K

Event2025-12-31

Filed2026-02-26

SUB

ISHARES TR

6.81%

Shares110.4K

Event2025-12-31

Filed2026-02-26

JMST

J P MORGAN EXCHANGE TRADED F

-6.12%

Shares230.3K

Event2025-12-31

Filed2026-02-26

SPTM

SPDR SERIES TRUST

11.39%

Shares140.4K

Event2025-12-31

Filed2026-02-26

BOND

PIMCO ETF TR

1.16%

Shares116.2K

Event2025-12-31

Filed2026-02-26

VANGUARD INDEX FDS

-0.10%

Shares41.1K

Event2025-12-31

Filed2026-02-26

VANGUARD INDEX FDS

0.18%

Shares33.3K

Event2025-12-31

Filed2026-02-26

ACWI

ISHARES TR

0.04%

Shares60.0K

Event2025-12-31

Filed2026-02-26

VXF

VANGUARD INDEX FDS

-2.09%

Shares40.4K

Event2025-12-31

Filed2026-02-26

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.33%

Shares88.9K

Event2025-12-31

Filed2026-02-26

PULS

PGIM ETF TR

18.47%

Shares165.3K

Event2025-12-31

Filed2026-02-26

FBND

FIDELITY MERRIMACK STR TR

6.02%

Shares175.8K

Event2025-12-31

Filed2026-02-26

FTSM

FIRST TR EXCHANGE-TRADED FD

-11.37%

Shares133.4K

Event2025-12-31

Filed2026-02-26

MUNI

PIMCO ETF TR

1.42%

Shares138.7K

Event2025-12-31

Filed2026-02-26

USFR

WISDOMTREE TR

-27.08%

Shares143.0K

Event2025-12-31

Filed2026-02-26

AAPL

APPLE INC

1.95%

Shares21.2K

Event2025-12-31

Filed2026-02-26

VXUS

VANGUARD STAR FDS

7.31%

Shares67.0K

Event2025-12-31

Filed2026-02-26

JMUB

J P MORGAN EXCHANGE TRADED F

1.79%

Shares89.7K

Event2025-12-31

Filed2026-02-26

VTEB

VANGUARD MUN BD FDS

-0.40%

Shares89.9K

Event2025-12-31

Filed2026-02-26

MSFT

MICROSOFT CORP

6.34%

Shares8.9K

Event2025-12-31

Filed2026-02-26

MUB

ISHARES TR

-1.08%

Shares38.2K

Event2025-12-31

Filed2026-02-26

JQUA

J P MORGAN EXCHANGE TRADED F

12.01%

Shares56.7K

Event2025-12-31

Filed2026-02-26

TSCO

TRACTOR SUPPLY CO

0.00%

Shares55.7K

Event2025-12-31

Filed2026-02-26

QQQM

INVESCO EXCH TRADED FD TR II

4.78%

Shares10.9K

Event2025-12-31

Filed2026-02-26

QGRW

WISDOMTREE TR

12.71%

Shares46.0K

Event2025-12-31

Filed2026-02-26

NVDA

NVIDIA CORPORATION

32.38%

Shares12.8K

Event2025-12-31

Filed2026-02-26

ISTB

ISHARES TR

-35.59%

Shares47.8K

Event2025-12-31

Filed2026-02-26

DGRO

ISHARES TR

0.33%

Shares32.9K

Event2025-12-31

Filed2026-02-26

VUSB

VANGUARD BD INDEX FDS

-19.95%

Shares44.3K

Event2025-12-31

Filed2026-02-26

RDVY

FIRST TR EXCHANGE TRADED FD

69.06%

Shares30.9K

Event2025-12-31

Filed2026-02-26

VCRB

VANGUARD MALVERN FDS

10.10%

Shares24.9K

Event2025-12-31

Filed2026-02-26

WMT

WALMART INC

3.94%

Shares17.1K

Event2025-12-31

Filed2026-02-26

COCA COLA CO

0.67%

Shares25.8K

Event2025-12-31

Filed2026-02-26

SPMO

INVESCO EXCH TRADED FD TR II

7.22%

Shares13.5K

Event2025-12-31

Filed2026-02-26

AMZN

AMAZON COM INC

68.30%

Shares6.2K

Event2025-12-31

Filed2026-02-26

SPYM

SPDR SERIES TRUST

New

Shares17.0K

Event2025-12-31

Filed2026-02-26

CIBR

FIRST TR EXCHANGE TRADED FD

1.21%

Shares17.5K

Event2025-12-31

Filed2026-02-26

FDX

FEDEX CORP

3.34%

Shares4.3K

Event2025-12-31

Filed2026-02-26

SPSM

SPDR SERIES TRUST

-1.74%

Shares23.6K

Event2025-12-31

Filed2026-02-26

IJR

ISHARES TR

9.49%

Shares9.0K

Event2025-12-31

Filed2026-02-26

XMHQ

INVESCO EXCHANGE TRADED FD T

-2.41%

Shares9.9K

Event2025-12-31

Filed2026-02-26

SCHD

SCHWAB STRATEGIC TR

-2.45%

Shares36.4K

Event2025-12-31

Filed2026-02-26

GSLC

GOLDMAN SACHS ETF TR

-1.39%

Shares6.7K

Event2025-12-31

Filed2026-02-26

IEFA

ISHARES TR

0.60%

Shares9.4K

Event2025-12-31

Filed2026-02-26

XOM

EXXON MOBIL CORP

2.21%

Shares6.9K

Event2025-12-31

Filed2026-02-26

SPY

SPDR S&P 500 ETF TR

3.77%

Shares1.1K

Event2025-12-31

Filed2026-02-26

TSLA

TESLA INC

8.96%

Shares1.6K

Event2025-12-31

Filed2026-02-26