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

Currently, TD Capital Management LLC holds 853 types of securities in its portfolio with a total value $1.1B. In the most recent quarter, they have increased their positions in SPYM (+28.6K shares, valued at $2.2M), N/A (+3.4K shares, valued at $2.1M), JSCP (+41.6K shares, valued at $2.0M); decreased their positions in ITOT (-16.1K shares, valued at $2.3M), USFR (-29.4K shares, valued at $1.5M), BSV (-13.1K shares, valued at $1.0M); initiated new positions in VGIT (+3.9K shares, valued at $231.5K), IDEV (+2.4K shares, valued at $199.1K), JPIE (+2.2K shares, valued at $99.3K).

1M P&L

-28.8K-0.00%

3M P&L

+17.0M+1.49%

HY P&L

-178.2M-13.32%

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

94.9%

2Auto Parts17.0M

1.6%

3Consumer Electronics5.6M

0.5%

Top Industries by Stock Count

1N/A263 stocks

33.4%

2Banks - Regional24 stocks

3.0%

3Software - Application23 stocks

2.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.3M shares-1.19%2026-03-312026-05-11

VTI VANGUARD INDEX FDS257.7K shares0.07%2026-03-312026-05-11

BSV VANGUARD BD INDEX FDS694.8K shares-1.85%2026-03-312026-05-11

IVV ISHARES TR80.4K shares2.30%2026-03-312026-05-11

LDUR PIMCO ETF TR436.0K shares1.08%2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS187.1K shares-0.56%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS527.9K shares0.77%2026-03-312026-05-11

QUAL ISHARES TR196.4K shares-1.20%2026-03-312026-05-11

Sponsored

VUG VANGUARD INDEX FDS76.7K shares-0.47%2026-03-312026-05-11

VTV VANGUARD INDEX FDS137.6K shares-0.07%2026-03-312026-05-11

VV VANGUARD INDEX FDS88.1K shares-0.41%2026-03-312026-05-11

AGG ISHARES TR261.8K shares-0.81%2026-03-312026-05-11

MINT PIMCO ETF TR248.9K shares-2.69%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS41.7K shares9.00%2026-03-312026-05-11

SMMU PIMCO ETF TR402.9K shares5.20%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F411.9K shares4.04%2026-03-312026-05-11

Sponsored

AZO AUTOZONE INC5.0K shares0.00%2026-03-312026-05-11

LMBS FIRST TR EXCHANGE-TRADED FD314.9K shares2.46%2026-03-312026-05-11

JSCP J P MORGAN EXCHANGE TRADED F321.9K shares14.85%2026-03-312026-05-11

IXUS ISHARES TR160.0K shares-2.20%2026-03-312026-05-11

JPLD J P MORGAN EXCHANGE TRADED F263.7K shares5.08%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F268.4K shares0.62%2026-03-312026-05-11

SPHQ INVESCO EXCHANGE TRADED FD T162.4K shares-0.48%2026-03-312026-05-11

USMV ISHARES TR131.5K shares-3.06%2026-03-312026-05-11

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SUB ISHARES TR111.1K shares0.57%2026-03-312026-05-11

DGRW WISDOMTREE TR133.9K shares-0.51%2026-03-312026-05-11

BOND PIMCO ETF TR126.1K shares8.46%2026-03-312026-05-11

SPTM SPDR SERIES TRUST144.3K shares2.82%2026-03-312026-05-11

JMST J P MORGAN EXCHANGE TRADED F219.8K shares-4.55%2026-03-312026-05-11

VB VANGUARD INDEX FDS40.8K shares-0.67%2026-03-312026-05-11

VO VANGUARD INDEX FDS33.2K shares-0.34%2026-03-312026-05-11

PULS PGIM ETF TR186.5K shares12.79%2026-03-312026-05-11

Sponsored

ACWI ISHARES TR59.9K shares-0.11%2026-03-312026-05-11

FTCS FIRST TR EXCHANGE-TRADED FD88.8K shares-0.11%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR180.3K shares2.57%2026-03-312026-05-11

VXF VANGUARD INDEX FDS39.6K shares-2.12%2026-03-312026-05-11

MUNI PIMCO ETF TR155.7K shares12.22%2026-03-312026-05-11

FTSM FIRST TR EXCHANGE-TRADED FD128.7K shares-3.56%2026-03-312026-05-11

USFR WISDOMTREE TR113.7K shares-20.55%2026-03-312026-05-11

JMUB J P MORGAN EXCHANGE TRADED F112.8K shares25.76%2026-03-312026-05-11

Sponsored

AAPL APPLE INC22.0K shares3.68%2026-03-312026-05-11

VXUS VANGUARD STAR FDS66.6K shares-0.58%2026-03-312026-05-11

VTEB VANGUARD MUN BD FDS88.7K shares-1.44%2026-03-312026-05-11

MUB ISHARES TR38.3K shares0.45%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F58.3K shares2.79%2026-03-312026-05-11

SPYM SPDR SERIES TRUST45.5K shares168.68%2026-03-312026-05-11

MSFT MICROSOFT CORP8.8K shares-0.56%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II11.6K shares5.83%2026-03-312026-05-11

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD38.7K shares25.32%2026-03-312026-05-11

QGRW WISDOMTREE TR48.8K shares6.25%2026-03-312026-05-11

WMT WALMART INC20.6K shares20.38%2026-03-312026-05-11

TSCO TRACTOR SUPPLY CO55.7K shares0.00%2026-03-312026-05-11

VCRB VANGUARD MALVERN FDS31.7K shares27.67%2026-03-312026-05-11

DGRO ISHARES TR33.1K shares0.59%2026-03-312026-05-11

NVDA NVIDIA CORPORATION12.9K shares0.56%2026-03-312026-05-11

ISTB ISHARES TR45.2K shares-5.32%2026-03-312026-05-11

Sponsored

KO COCA COLA CO25.7K shares-0.35%2026-03-312026-05-11

VUSB VANGUARD BD INDEX FDS37.9K shares-14.39%2026-03-312026-05-11

SPMO INVESCO EXCH TRADED FD TR II16.0K shares18.83%2026-03-312026-05-11

SCHD SCHWAB STRATEGIC TR46.8K shares28.36%2026-03-312026-05-11

FDX FEDEX CORP3.9K shares-10.54%2026-03-312026-05-11

AMZN AMAZON COM INC6.5K shares4.28%2026-03-312026-05-11

IJR ISHARES TR9.2K shares1.84%2026-03-312026-05-11

CIBR FIRST TR EXCHANGE-TRADED FD18.0K shares2.83%2026-03-312026-05-11

Sponsored

XOM EXXON MOBIL CORP6.6K shares-5.08%2026-03-312026-05-11

SPSM SPDR SERIES TRUST22.1K shares-6.41%2026-03-312026-05-11

XMHQ INVESCO EXCHANGE TRADED FD T9.9K shares-0.18%2026-03-312026-05-11

IEFA ISHARES TR9.4K shares0.00%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR6.7K shares0.22%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T1.1K shares0.27%2026-03-312026-05-11

NFLX NETFLIX INC.7.0K shares0.59%2026-03-312026-05-11

PYLD PIMCO ETF TR22.6K shares8.66%2026-03-312026-05-11

Sponsored

META META PLATFORMS INC1.0K shares-0.49%2026-03-312026-05-11

TSLA TESLA INC1.6K shares-0.39%2026-03-312026-05-11

WDFC WD 40 CO2.8K shares0.00%2026-03-312026-05-11

SFNC SIMMONS FIRST NATL CORP28.6K shares1.05%2026-03-312026-05-11

GSST GOLDMAN SACHS ETF TR10.7K shares-8.64%2026-03-312026-05-11

CVX CHEVRON CORPORATION2.5K shares-1.34%2026-03-312026-05-11

BCAT BLACKROCK CAP ALLOCATION TER35.7K shares5.47%2026-03-312026-05-11

IWB ISHARES TR1.4K shares0.07%2026-03-312026-05-11

Sponsored

BIV VANGUARD BD INDEX FDS6.3K shares0.11%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.5K shares0.16%2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.7K shares10.79%2026-03-312026-05-11

PSX PHILLIPS 662.4K shares14.86%2026-03-312026-05-11

BROADCOM INC BROADCOM INC1.4K shares1.18%2026-03-312026-05-11

UNM UNUM GROUP5.7K shares0.00%2026-03-312026-05-11

AEM AGNICO EAGLE MINES LTD2.0K shares0.00%2026-03-312026-05-11

ALPHABET INC ALPHABET INC1.4K shares-1.95%2026-03-312026-05-11

Sponsored

CAT CATERPILLAR INC550 shares0.18%2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC3.2K shares1.46%2026-03-312026-05-11

CPSL CALAMOS ETF TR14.1K shares24.16%2026-03-312026-05-11

XLRE SELECT SECTOR SPDR TR9.1K shares0.68%2026-03-312026-05-11

EFG ISHARES TR3.3K shares0.00%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE1.3K shares0.79%2026-03-312026-05-11

VEU VANGUARD INTL EQUITY INDEX F4.8K shares-2.03%2026-03-312026-05-11

DNL WISDOMTREE TR8.9K shares-0.02%2026-03-312026-05-11

Sponsored

PFF ISHARES TR11.6K shares0.13%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS4.0K shares1.07%2026-03-312026-05-11

IWD ISHARES TR1.6K shares253.74%2026-03-312026-05-11

IJH ISHARES TR5.1K shares2.16%2026-03-312026-05-11

VCIT VANGUARD SCOTTSDALE FDS4.1K shares0.00%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP2.8K shares0.07%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL685 shares0.00%2026-03-312026-05-11

WAB WABTEC1.3K shares3045.00%2026-03-312026-05-11

Sponsored

IWF ISHARES TR717 shares0.00%2026-03-312026-05-11

LOW LOWES COS INC1.3K shares7.48%2026-03-312026-05-11

MOAT VANECK ETF TRUST3.0K shares4.47%2026-03-312026-05-11

JTEK J P MORGAN EXCHANGE TRADED F3.6K shares22.03%2026-03-312026-05-11

IP INTERNATIONAL PAPER CO8.1K shares60.05%2026-03-312026-05-11

IGSB ISHARES TR5.5K shares0.00%2026-03-312026-05-11

PSK SPDR SERIES TRUST9.1K shares-0.03%2026-03-312026-05-11

FELC FIDELITY COVINGTON TRUST7.7K shares0.27%2026-03-312026-05-11

Sponsored

USIG ISHARES TR5.3K shares0.00%2026-03-312026-05-11

OXY.WS OCCIDENTAL PETE CORP6.3K shares-0.21%2026-03-312026-05-11

FQAL FIDELITY COVINGTON TRUST3.7K shares0.38%2026-03-312026-05-11

VDE VANGUARD WORLD FD1.5K shares0.13%2026-03-312026-05-11

GEV GE VERNOVA INC305 shares0.66%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.0K shares-3.62%2026-03-312026-05-11

DRUP GRANITESHARES ETF TR4.6K shares0.00%2026-03-312026-05-11

NEE NEXTERA ENERGY INC2.7K shares-10.04%2026-03-312026-05-11

Sponsored

VEA VANGUARD TAX-MANAGED FDS3.9K shares-6.93%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR431 shares0.23%2026-03-312026-05-11

VGIT VANGUARD SCOTTSDALE FDS3.9K sharesnew addition2026-03-312026-05-11

PEP PEPSICO INC1.5K shares-6.93%2026-03-312026-05-11

PG PROCTER & GAMBLE CO1.6K shares1.66%2026-03-312026-05-11

ESGU ISHARES TR1.6K shares0.25%2026-03-312026-05-11

MPC MARATHON PETE CORP933 shares0.00%2026-03-312026-05-11

FIXD FIRST TR EXCHNG TRADED FD VI5.0K shares1.13%2026-03-312026-05-11

Sponsored

WMB WILLIAMS COS INC3.0K shares0.00%2026-03-312026-05-11

FBT FIRST TR EXCHANGE-TRADED FD1.1K shares0.00%2026-03-312026-05-11

HD HOME DEPOT INC622 shares-22.44%2026-03-312026-05-11

T AT&T INC6.9K shares0.68%2026-03-312026-05-11

IDEV ISHARES TR2.4K sharesnew addition2026-03-312026-05-11

SCHF SCHWAB STRATEGIC TR7.7K shares0.00%2026-03-312026-05-11

MTUM ISHARES TR777 shares6.15%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR4.1K shares0.12%2026-03-312026-05-11

Sponsored

FLDR FIDELITY MERRIMACK STR TR3.7K shares-39.56%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO633 shares-33.51%2026-03-312026-05-11

GLDM WORLD GOLD TR2.0K shares0.00%2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC212 shares0.47%2026-03-312026-05-11

IGIB ISHARES TR3.3K shares0.54%2026-03-312026-05-11

FMUN FIDELITY MERRIMACK STR TR3.5K shares0.80%2026-03-312026-05-11

XLV SELECT SECTOR SPDR TR1.2K shares0.08%2026-03-312026-05-11

VLUE ISHARES TR1.2K shares11.89%2026-03-312026-05-11

Sponsored

PM PHILIP MORRIS INTL INC1.0K shares0.68%2026-03-312026-05-11

GLD SPDR GOLD TR394 shares0.00%2026-03-312026-05-11

ABBV ABBVIE INC778 shares-5.35%2026-03-312026-05-11

OXY OCCIDENTAL PETE CORP2.6K shares-3.85%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR1.9K shares0.10%2026-03-312026-05-11

FNDA SCHWAB STRATEGIC TR4.8K shares0.19%2026-03-312026-05-11

CSCO CISCO SYS INC2.0K shares0.15%2026-03-312026-05-11

CORP PIMCO ETF TR1.6K shares1.17%2026-03-312026-05-11

Sponsored

CSX CSX CORP3.6K shares0.00%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI4.4K shares0.00%2026-03-312026-05-11

SCHG SCHWAB STRATEGIC TR4.9K shares0.14%2026-03-312026-05-11

EFA ISHARES TR1.5K shares0.00%2026-03-312026-05-11

DSI ISHARES TR1.2K shares-2.62%2026-03-312026-05-11

SCHV SCHWAB STRATEGIC TR4.5K shares0.47%2026-03-312026-05-11

VT VANGUARD INTL EQUITY INDEX F986 shares0.31%2026-03-312026-05-11

IUSV ISHARES TR1.3K shares0.00%2026-03-312026-05-11

Sponsored

V VISA INC432 shares13.09%2026-03-312026-05-11

SO SOUTHERN CO1.3K shares0.37%2026-03-312026-05-11

RTX RTX CORPORATION663 shares-10.89%2026-03-312026-05-11

SDY SPDR SERIES TRUST869 shares0.58%2026-03-312026-05-11

SCHK SCHWAB STRATEGIC TR4.0K shares0.30%2026-03-312026-05-11

FUMB FIRST TR EXCH TRADED FD III6.2K shares-61.78%2026-03-312026-05-11

QQQJ INVESCO EXCH TRADED FD TR II3.3K shares0.15%2026-03-312026-05-11

VIGI VANGUARD WHITEHALL FDS1.3K shares0.68%2026-03-312026-05-11

Sponsored

VTIP VANGUARD MALVERN FDS2.3K shares0.00%2026-03-312026-05-11

COWZ PACER FDS TR1.8K shares8.78%2026-03-312026-05-11

PMBS PIMCO ETF TR2.3K shares23.87%2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR1.9K shares-15.35%2026-03-312026-05-11

FENI FIDELITY COVINGTON TRUST3.0K shares0.77%2026-03-312026-05-11

COP CONOCOPHILLIPS834 shares308.82%2026-03-312026-05-11

FFLC FIDELITY COVINGTON TRUST2.1K shares0.23%2026-03-312026-05-11

STIP ISHARES TR1.1K shares0.00%2026-03-312026-05-11

Sponsored

INTC INTEL CORP2.5K shares0.00%2026-03-312026-05-11

MET METLIFE INC1.5K shares0.00%2026-03-312026-05-11

VDC VANGUARD WORLD FD458 shares0.66%2026-03-312026-05-11

IWM ISHARES TR401 shares0.00%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F2.2K sharesnew addition2026-03-312026-05-11

MDY STATE STR SPDR S&P MIDCAP 40157 shares0.00%2026-03-312026-05-11

YUM YUM BRANDS INC607 shares0.17%2026-03-312026-05-11

SYY SYSCO CORP1.3K shares0.46%2026-03-312026-05-11

Sponsored

FICS FIRST TR EXCHANGE TRADED FD2.4K shares-0.63%2026-03-312026-05-11

TE CONNECTIVITY PLC TE CONNECTIVITY PLC438 shares0.23%2026-03-312026-05-11

GILD GILEAD SCIENCES INC651 shares0.15%2026-03-312026-05-11

NOW SERVICENOW INC855 shares8.92%2026-03-312026-05-11

BAC BANK AMERICA CORP1.8K shares0.33%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC260 shares0.39%2026-03-312026-05-11

EMN EASTMAN CHEM CO1.1K shares10.00%2026-03-312026-05-11

MMM 3M CO554 shares0.00%2026-03-312026-05-11

Sponsored

HWM HOWMET AEROSPACE INC348 shares0.00%2026-03-312026-05-11

XLSR SSGA ACTIVE TR1.4K shares0.00%2026-03-312026-05-11

HON HONEYWELL INTL INC348 shares76.65%2026-03-312026-05-11

TGT TARGET CORP643 shares0.31%2026-03-312026-05-11

FGD FIRST TR EXCHANGE-TRADED FD2.4K shares0.33%2026-03-312026-05-11

SPGI S&P GLOBAL INC180 shares0.00%2026-03-312026-05-11

ABT ABBOTT LABORATORIES736 shares0.41%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC275 shares0.00%2026-03-312026-05-11

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD1.2K shares0.00%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR1.5K shares0.34%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC216 shares0.00%2026-03-312026-05-11

GRID FIRST TR EXCHANGE-TRADED FD444 shares441.46%2026-03-312026-05-11

IOO ISHARES TR598 shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO78 shares0.00%2026-03-312026-05-11

ESBA EMPIRE ST RLTY OP L P13.6K shares0.69%2026-03-312026-05-11

RSG REPUBLIC SVCS INC312 shares2500.00%2026-03-312026-05-11

Sponsored

ASML ASML HLDG NV51 shares0.00%2026-03-312026-05-11

EATON CORP PLC EATON CORP PLC188 shares12.57%2026-03-312026-05-11

CAPE DOUBLELINE ETF TRUST2.1K shares0.00%2026-03-312026-05-11

JCI JOHNSON CONTROLS INTERNATION503 shares-23.44%2026-03-312026-05-11

DIS DISNEY WALT CO676 shares14.19%2026-03-312026-05-11

WM WASTE MGMT INC DEL280 shares0.00%2026-03-312026-05-11

NVT NVENT ELEC PLC534 sharesnew addition2026-03-312026-05-11

DFEM DIMENSIONAL ETF TRUST1.8K sharesnew addition2026-03-312026-05-11

Sponsored

F FORD MTR CO5.4K shares1432.10%2026-03-312026-05-11

SPSB SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-05-11

CTVA CORTEVA INC728 shares0.14%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC690 shares22.12%2026-03-312026-05-11

ADSK AUTODESK INC247 shares0.00%2026-03-312026-05-11

AHR AMERICAN HEALTHCARE REIT INC1.2K shares0.49%2026-03-312026-05-11

HYS PIMCO ETF TR619 shares1.98%2026-03-312026-05-11

IMCG ISHARES TR725 shares0.28%2026-03-312026-05-11

Sponsored

NOC NORTHROP GRUMMAN CORP84 shares0.00%2026-03-312026-05-11

IVW ISHARES TR502 sharesnew addition2026-03-312026-05-11

SDVY FIRST TR EXCHANGE TRADED FD1.4K shares0.14%2026-03-312026-05-11

SHEL SHELL PLC597 shares0.00%2026-03-312026-05-11

RJF RAYMOND JAMES FINL INC379 shares0.53%2026-03-312026-05-11

DAL DELTA AIR LINES INC814 shares0.25%2026-03-312026-05-11

ISRG INTUITIVE SURGICAL INC116 shares16.00%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS220 shares323.08%2026-03-312026-05-11

Sponsored

EWX SPDR INDEX SHS FDS803 shares0.00%2026-03-312026-05-11

UNP UNION PAC CORP217 shares-28.85%2026-03-312026-05-11

BP BP PLC1.1K shares9.79%2026-03-312026-05-11

SPEU SPDR INDEX SHS FDS1.0K shares0.00%2026-03-312026-05-11

NSC NORFOLK SOUTHN CORP182 shares37.88%2026-03-312026-05-11

GPC GENUINE PARTS CO491 shares0.20%2026-03-312026-05-11

CMCSA COMCAST CORP NEW1.8K shares1.03%2026-03-312026-05-11

RMT ROYCE MICRO-CAP TR INC4.5K shares0.00%2026-03-312026-05-11

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IBTL ISHARES TR2.5K shares0.62%2026-03-312026-05-11

IVE ISHARES TR236 shares-14.80%2026-03-312026-05-11

ORCL ORACLE CORP338 shares11.55%2026-03-312026-05-11

AEP AMERICAN ELEC PWR CO INC379 shares0.80%2026-03-312026-05-11

VZ VERIZON COMMUNICATIONS INC989 shares10.13%2026-03-312026-05-11

INTU INTUIT114 shares8.57%2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD444 shares0.00%2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR1.0K shares26.90%2026-03-312026-05-11

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UBER UBER TECHNOLOGIES INC675 shares24.54%2026-03-312026-05-11

FV FIRST TR EXCHANGE TRADED FD799 shares0.13%2026-03-312026-05-11

IBTG ISHARES TR2.1K shares0.62%2026-03-312026-05-11

IBTH ISHARES TR2.1K shares0.61%2026-03-312026-05-11

UCON FIRST TR EXCHNG TRADED FD VI1.9K shares1.11%2026-03-312026-05-11

IWN ISHARES TR247 shares-32.51%2026-03-312026-05-11

PNR PENTAIR PLC534 sharesnew addition2026-03-312026-05-11

CGGO CAPITAL GROUP GBL GROWTH EQT1.4K shares0.00%2026-03-312026-05-11

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WFC WELLS FARGO & CO578 shares9.47%2026-03-312026-05-11

XAR SPDR SERIES TRUST181 shares0.00%2026-03-312026-05-11

IBTJ ISHARES TR2.1K shares0.58%2026-03-312026-05-11

MO ALTRIA GROUP INC687 shares0.88%2026-03-312026-05-11

IBTK ISHARES TR2.3K shares0.57%2026-03-312026-05-11

FCX FREEPORT MCMORAN INC750 shares0.00%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP464 shares0.22%2026-03-312026-05-11

DEO DIAGEO PLC581 shares414.16%2026-03-312026-05-11

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IWR ISHARES TR438 shares0.23%2026-03-312026-05-11

GWW WW GRAINGER INC39 shares0.00%2026-03-312026-05-11

SLVM SYLVAMO CORP999 shares0.81%2026-03-312026-05-11

SMH VANECK ETF TRUST110 shares0.00%2026-03-312026-05-11

IHDG WISDOMTREE TR865 shares0.00%2026-03-312026-05-11

CVS CVS HEALTH CORP578 shares-17.19%2026-03-312026-05-11

USRT ISHARES TR696 sharesnew addition2026-03-312026-05-11

KMI KINDER MORGAN INC DEL1.2K shares0.00%2026-03-312026-05-11

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MDLZ MONDELEZ INTL INC698 shares0.43%2026-03-312026-05-11

CARR CARRIER GLOBAL CORPORATION708 shares-10.15%2026-03-312026-05-11

LDSF FIRST TR EXCHNG TRADED FD VI2.1K shares0.00%2026-03-312026-05-11

ESGD ISHARES TR405 shares0.00%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC190 shares90.00%2026-03-312026-05-11

PFGC PERFORMANCE FOOD GROUP CO447 shares0.00%2026-03-312026-05-11

LYFT LYFT INC2.9K shares0.00%2026-03-312026-05-11

SBUX STARBUCKS CORP419 shares11.14%2026-03-312026-05-11

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VGT VANGUARD WORLD FD53 shares0.00%2026-03-312026-05-11

QCOM QUALCOMM INC287 shares10.81%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR662 shares0.00%2026-03-312026-05-11

ECL ECOLAB INC138 shares14.05%2026-03-312026-05-11

VRTX VERTEX PHARMACEUTICALS INC82 shares9.33%2026-03-312026-05-11

VRT VERTIV HOLDINGS CO145 shares-3.97%2026-03-312026-05-11

DOV DOVER CORP172 shares0.00%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR348 shares0.00%2026-03-312026-05-11

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TJX TJX COS INC NEW216 shares14.89%2026-03-312026-05-11

EPD ENTERPRISE PRODS PARTNERS L900 sharesnew addition2026-03-312026-05-11

ADBE ADOBE INC140 shares15.70%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC594 shares0.00%2026-03-312026-05-11

QQQE DIREXION SHARES ETF TRUST342 shares0.00%2026-03-312026-05-11

CGDV CAPITAL GROUP DIVIDEND VALUE779 shares0.00%2026-03-312026-05-11

PFG PRINCIPAL FINANCIAL GROUP IN367 shares1.10%2026-03-312026-05-11

VOE VANGUARD INDEX FDS176 shares0.57%2026-03-312026-05-11

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TDVG T ROWE PRICE ETF INC720 shares0.28%2026-03-312026-05-11

ARGX ARGENX SE44 shares0.00%2026-03-312026-05-11

EMR EMERSON ELEC CO244 shares0.41%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR395 shares0.25%2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC212 shares-28.14%2026-03-312026-05-11

AVY AVERY DENNISON CORP179 shares0.56%2026-03-312026-05-11

IVES WEDBUSH SER TR1.1K shares0.00%2026-03-312026-05-11

TOTALENERGIES SE TOTALENERGIES SE334 shares18.86%2026-03-312026-05-11

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CEG CONSTELLATION ENERGY CORP109 shares0.00%2026-03-312026-05-11

PFE PFIZER INC1.1K shares0.66%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF781 shares0.00%2026-03-312026-05-11

DIVO AMPLIFY ETF TR665 sharesnew addition2026-03-312026-05-11

IWO ISHARES TR93 shares0.00%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION29 shares314.29%2026-03-312026-05-11

VSS VANGUARD INTL EQUITY INDEX F198 shares0.00%2026-03-312026-05-11

GEHC GE HEALTHCARE TECHNOLOGIES I402 shares0.00%2026-03-312026-05-11

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TSME THRIVENT ETF TRUST688 sharesnew addition2026-03-312026-05-11

XSHQ INVESCO EXCH TRADED FD TR II675 shares0.00%2026-03-312026-05-11

DBC INVESCO DB COMMDY INDX TRCK960 shares0.00%2026-03-312026-05-11

EPR EPR PPTYS553 shares447.52%2026-03-312026-05-11

SHOP SHOPIFY INC231 shares29.05%2026-03-312026-05-11

CITIGROUP INC CITIGROUP INC240 shares0.00%2026-03-312026-05-11

AIT APPLIED INDL TECHNOLOGIES IN103 shares0.00%2026-03-312026-05-11

RIO RIO TINTO PLC285 shares0.00%2026-03-312026-05-11

Sponsored

ARKK ARK ETF TR391 shares0.00%2026-03-312026-05-11

FHN FIRST HORIZON CORPORATION1.2K shares0.26%2026-03-312026-05-11

LQD ISHARES TR240 shares0.00%2026-03-312026-05-11

PEG PUBLIC SVC ENTERPRISE GROUP323 shares0.94%2026-03-312026-05-11

STANLEY BLACK & DECKER INC STANLEY BLACK & DECKER INC361 shares1.12%2026-03-312026-05-11

TIP ISHARES TR231 shares0.00%2026-03-312026-05-11

LULU LULULEMON ATHLETICA INC165 shares153.85%2026-03-312026-05-11

XITK SPDR SERIES TRUST172 sharesnew addition2026-03-312026-05-11

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VWO VANGUARD INTL EQUITY INDEX F466 shares0.00%2026-03-312026-05-11

ITW ILLINOIS TOOL WKS INC96 shares0.00%2026-03-312026-05-11

NEM NEWMONT CORP231 shares0.00%2026-03-312026-05-11

ENB ENBRIDGE INC457 shares1.11%2026-03-312026-05-11

CLH CLEAN HARBORS INC86 shares0.00%2026-03-312026-05-11

SHE SPDR SERIES TRUST192 shares0.00%2026-03-312026-05-11

PH PARKER-HANNIFIN CORP27 shares80.00%2026-03-312026-05-11

BDX BECTON DICKINSON & CO154 shares0.65%2026-03-312026-05-11

Sponsored

SONY SONY GROUP CORP1.2K shares21.57%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC61 shares0.00%2026-03-312026-05-11

ET ENERGY TRANSFER L P1.2K shares19.65%2026-03-312026-05-11

ED CONSOLIDATED EDISON INC207 shares0.98%2026-03-312026-05-11

VST VISTRA CORP155 shares-2.52%2026-03-312026-05-11

MCHP MICROCHIP TECHNOLOGY INC.360 shares43.43%2026-03-312026-05-11

LHX L3HARRIS TECHNOLOGIES INC67 shares0.00%2026-03-312026-05-11

IYJ ISHARES TR156 sharesnew addition2026-03-312026-05-11

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MNST MONSTER BEVERAGE CORP NEW317 shares0.00%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP66 shares-52.17%2026-03-312026-05-11

VGK VANGUARD INTL EQUITY INDEX F275 shares0.73%2026-03-312026-05-11

SHW SHERWIN WILLIAMS CO70 shares0.00%2026-03-312026-05-11

IUSG ISHARES TR144 shares0.00%2026-03-312026-05-11

ASTRAZENECA PLC ASTRAZENECA PLC113 sharesnew addition2026-03-312026-05-11

LAZARD INC LAZARD INC520 shares0.97%2026-03-312026-05-11

AIQ GLOBAL X FDS473 sharesnew addition2026-03-312026-05-11

Sponsored

AIG AMERICAN INTL GROUP INC292 shares21.16%2026-03-312026-05-11

ADM ARCHER DANIELS MIDLAND CO300 sharesnew addition2026-03-312026-05-11

GARP ISHARES TR340 shares0.00%2026-03-312026-05-11

TMO THERMO FISHER SCIENTIFIC INC44 shares15.79%2026-03-312026-05-11

EQIX EQUINIX INC22 shares0.00%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC22 shares-46.34%2026-03-312026-05-11

NATWEST GROUP PLC NATWEST GROUP PLC1.4K shares-1.57%2026-03-312026-05-11

WBD WARNER BROS DISCOVERY INC767 shares0.00%2026-03-312026-05-11

Sponsored

RPV INVESCO EXCHANGE TRADED FD T192 sharesnew addition2026-03-312026-05-11

MUFG MITSUBISHI UFJ FINANCIAL GRO1.2K shares36.95%2026-03-312026-05-11

MDYG SPDR SERIES TRUST213 shares0.00%2026-03-312026-05-11

CRM SALESFORCE INC109 shares-48.58%2026-03-312026-05-11

Z ZILLOW GROUP INC493 shares0.00%2026-03-312026-05-11

CMI CUMMINS INC38 shares0.00%2026-03-312026-05-11

UDR UDR INC600 sharesnew addition2026-03-312026-05-11

ZTS ZOETIS INC171 shares64.42%2026-03-312026-05-11

Sponsored

DDWM WISDOMTREE TR452 sharesnew addition2026-03-312026-05-11

HYLS FIRST TR EXCHANGE-TRADED FD489 shares1.66%2026-03-312026-05-11

PSR INVESCO ACTIVELY MANAGED EXC213 shares0.95%2026-03-312026-05-11

CLSE TRUST FOR PROFESSIONAL MANAG700 sharesnew addition2026-03-312026-05-11

TECB ISHARES TR354 shares0.00%2026-03-312026-05-11

GDX VANECK ETF TRUST210 shares0.00%2026-03-312026-05-11

BA BOEING CO95 shares0.00%2026-03-312026-05-11

TFC TRUIST FINL CORP410 shares0.99%2026-03-312026-05-11

Sponsored

MDYV SPDR SERIES TRUST220 shares0.46%2026-03-312026-05-11

MA MASTERCARD INCORPORATED37 shares184.62%2026-03-312026-05-11

AMGN AMGEN INC52 shares33.33%2026-03-312026-05-11

PANW PALO ALTO NETWORKS INC114 shares0.00%2026-03-312026-05-11

ETY EATON VANCE TAX-MANAGED DIVE1.3K shares0.00%2026-03-312026-05-11

COMP COMPASS INC2.5K sharesnew addition2026-03-312026-05-11

MCD MCDONALDS CORP58 shares-71.57%2026-03-312026-05-11

SLYG SPDR SERIES TRUST185 shares0.00%2026-03-312026-05-11

Sponsored

SLYV SPDR SERIES TRUST188 shares0.00%2026-03-312026-05-11

PYPL PAYPAL HLDGS INC389 shares0.26%2026-03-312026-05-11

CL COLGATE PALMOLIVE CO205 shares-37.12%2026-03-312026-05-11

IMCV ISHARES TR205 shares0.49%2026-03-312026-05-11

MMC MARSH & MCLENNAN COS INC100 shares0.00%2026-03-312026-05-11

CWB SPDR SERIES TRUST187 shares196.83%2026-03-312026-05-11

APP APPLOVIN CORP43 shares-12.24%2026-03-312026-05-11

PCEF INVESCO EXCH TRADED FD TR II908 sharesnew addition2026-03-312026-05-11

Sponsored

SYK STRYKER CORPORATION52 shares0.00%2026-03-312026-05-11

PPL PPL CORP441 shares0.00%2026-03-312026-05-11

PAGP PLAINS GP HLDGS L P690 shares0.00%2026-03-312026-05-11

AMT AMERICAN TOWER CORP97 shares0.00%2026-03-312026-05-11

TECK TECK RESOURCES LTD322 shares0.00%2026-03-312026-05-11

CRBG COREBRIDGE FINL INC695 shares0.00%2026-03-312026-05-11

SPYD SPDR SERIES TRUST362 sharesnew addition2026-03-312026-05-11

BOTZ GLOBAL X FDS495 shares0.41%2026-03-312026-05-11

Sponsored

TKO TKO GROUP HOLDINGS INC81 shares0.00%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND82 shares-36.92%2026-03-312026-05-11

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO308 shares0.00%2026-03-312026-05-11

BBVA BANCO BILBAO VIZCAYA ARGENTA748 shares0.00%2026-03-312026-05-11

AAXJ ISHARES TR167 shares0.00%2026-03-312026-05-11

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW121 shares-33.52%2026-03-312026-05-11

FYX FIRST TR EXCHANGE-TRADED ALP132 shares0.00%2026-03-312026-05-11

FEZ SPDR INDEX SHS FDS253 shares0.40%2026-03-312026-05-11

Sponsored

OTIS OTIS WORLDWIDE CORP203 shares0.50%2026-03-312026-05-11

EXG EATON VANCE TAX-MANAGED GLOB1.8K shares0.00%2026-03-312026-05-11

UPS UNITED PARCEL SVCS INC158 shares1.94%2026-03-312026-05-11

LMT LOCKHEED MARTIN CORP26 shares-52.73%2026-03-312026-05-11

TLN TALEN ENERGY CORP48 shares0.00%2026-03-312026-05-11

PCG PG&E CORP870 shares0.00%2026-03-312026-05-11

HOG HARLEY DAVIDSON INC752 shares0.00%2026-03-312026-05-11

LUV SOUTHWEST AIRLS CO401 shares297.03%2026-03-312026-05-11

Sponsored

SAP SAP SE88 shares-7.37%2026-03-312026-05-11

OMF ONEMAIN HLDGS INC281 shares0.00%2026-03-312026-05-11

WCC WESCO INTL INC54 shares0.00%2026-03-312026-05-11

PLD PROLOGIS INC.111 shares0.91%2026-03-312026-05-11

MTB M & T BK CORP71 shares0.00%2026-03-312026-05-11

APD AIR PRODUCTS AND CHEMICALS I49 shares32.43%2026-03-312026-05-11

DDOG DATADOG INC120 shares0.00%2026-03-312026-05-11

NKE NIKE INC268 shares0.00%2026-03-312026-05-11

Sponsored

MTG MGIC INVT CORP WIS537 shares0.00%2026-03-312026-05-11

ING ING GROEP N.V.539 shares0.56%2026-03-312026-05-11

LINDE PLC LINDE PLC28 shares-76.27%2026-03-312026-05-11

CANC TEMA ETF TRUST376 shares0.00%2026-03-312026-05-11

ODFL OLD DOMINION FREIGHT LINE IN70 shares0.00%2026-03-312026-05-11

VEGI ISHARES INC300 sharesnew addition2026-03-312026-05-11

IQLT ISHARES TR293 shares57.53%2026-03-312026-05-11

FDL FIRST TR EXCHANGE-TRADED FD266 shares88.65%2026-03-312026-05-11

Sponsored

BABA ALIBABA GROUP HLDG LTD105 shares0.00%2026-03-312026-05-11

ICOW PACER FDS TR310 shares1.31%2026-03-312026-05-11

BUNGE GLOBAL SA BUNGE GLOBAL SA103 shares0.00%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC224 shares1.36%2026-03-312026-05-11

DELL DELL TECHNOLOGIES INC79 shares0.00%2026-03-312026-05-11

EQT CORP EQT CORP200 shares0.00%2026-03-312026-05-11

ROBT FIRST TR EXCHANGE TRADED FD275 shares0.00%2026-03-312026-05-11

SUI SUN CMNTYS INC100 sharesnew addition2026-03-312026-05-11

Sponsored

ICF ISHARES TR203 shares-40.82%2026-03-312026-05-11

RELX RELX PLC377 shares0.00%2026-03-312026-05-11

ADP AUTOMATIC DATA PROCESSING IN61 shares0.00%2026-03-312026-05-11

XYZ BLOCK INC205 shares0.00%2026-03-312026-05-11

DGX QUEST DIAGNOSTICS INC63 shares0.00%2026-03-312026-05-11

MHO M/I HOMES INC100 sharesnew addition2026-03-312026-05-11

ELAN ELANCO ANIMAL HEALTH INC511 shares0.00%2026-03-312026-05-11

PNC PNC FINL SVCS GROUP INC58 shares48.72%2026-03-312026-05-11

Sponsored

RWL INVESCO EXCH TRADED FD TR II103 shares0.00%2026-03-312026-05-11

MUSA MURPHY USA INC24 shares0.00%2026-03-312026-05-11

IDXX IDEXX LABS INC21 shares31.25%2026-03-312026-05-11

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY150 shares0.00%2026-03-312026-05-11

FNDX SCHWAB STRATEGIC TR422 shares0.48%2026-03-312026-05-11

TT TRANE TECHNOLOGIES PLC28 shares0.00%2026-03-312026-05-11

ORLY OREILLY AUTOMOTIVE INC127 shares41.11%2026-03-312026-05-11

EXC EXELON CORP238 shares0.85%2026-03-312026-05-11

Sponsored

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC104 shares0.00%2026-03-312026-05-11

YUMC YUM CHINA HLDGS INC236 shares0.43%2026-03-312026-05-11

HOOD ROBINHOOD MKTS INC166 shares0.00%2026-03-312026-05-11

SNPS SYNOPSYS INC29 shares-21.62%2026-03-312026-05-11

DVY ISHARES TR76 shares1.33%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR130 shares0.00%2026-03-312026-05-11

E ENI SPA200 shares0.00%2026-03-312026-05-11

EPOL ISHARES TR300 sharesnew addition2026-03-312026-05-11

Sponsored

TMUS T-MOBILE US INC51 shares0.00%2026-03-312026-05-11

SJM SMUCKER J M CO107 shares0.94%2026-03-312026-05-11

ZG ZILLOW GROUP INC247 shares0.00%2026-03-312026-05-11

EMXC ISHARES INC129 shares0.00%2026-03-312026-05-11

TM TOYOTA MOTOR CORP49 shares716.67%2026-03-312026-05-11

MS MORGAN STANLEY61 shares-18.67%2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC101 shares0.00%2026-03-312026-05-11

SHY ISHARES TR121 shares0.83%2026-03-312026-05-11

Sponsored

VPU VANGUARD WORLD FD50 shares0.00%2026-03-312026-05-11

FDVV FIDELITY COVINGTON TRUST178 shares0.56%2026-03-312026-05-11

TXN TEXAS INSTRS INC50 shares-69.14%2026-03-312026-05-11

JOE ST JOE CO154 shares0.65%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST260 shares0.00%2026-03-312026-05-11

HAS HASBRO INC100 sharesnew addition2026-03-312026-05-11

HUBS HUBSPOT INC38 shares0.00%2026-03-312026-05-11

DXYZ DESTINY TECH100 INC346 shares0.00%2026-03-312026-05-11

Sponsored

ROAD CONSTRUCTION PARTNERS INC82 shares0.00%2026-03-312026-05-11

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP1.0K shares0.40%2026-03-312026-05-11

TRV TRAVELERS COMPANIES INC31 shares0.00%2026-03-312026-05-11

SNOW SNOWFLAKE INC59 shares-3.28%2026-03-312026-05-11

SE SEA LTD107 shares-1.83%2026-03-312026-05-11

GCOW PACER FDS TR189 shares3.28%2026-03-312026-05-11

PODD INSULET CORP41 shares0.00%2026-03-312026-05-11

KRANESHARES TRUST KRANESHARES TRUST261 shares0.00%2026-03-312026-05-11

Sponsored

AMP AMERIPRISE FINL INC19 shares-68.85%2026-03-312026-05-11

ROST ROSS STORES INC39 shares143.75%2026-03-312026-05-11

AB ALLIANCEBERNSTEIN HLDG L P226 shares0.00%2026-03-312026-05-11

TEI TEMPLETON EMERGING MKTS INCO1.4K shares2.18%2026-03-312026-05-11

DE DEERE & CO15 shares0.00%2026-03-312026-05-11

SPGP INVESCO EXCHANGE TRADED FD T78 shares0.00%2026-03-312026-05-11

ETJ EATON VANCE RISK-MANAGED DIV1.0K shares0.00%2026-03-312026-05-11

SMA SMARTSTOP SELF STORAG REIT I275 sharesnew addition2026-03-312026-05-11

Sponsored

SCHA SCHWAB STRATEGIC TR286 shares0.35%2026-03-312026-05-11

SPOT SPOTIFY TECHNOLOGY S A17 shares0.00%2026-03-312026-05-11

HLI HOULIHAN LOKEY INC56 shares55.56%2026-03-312026-05-11

NVO NOVO-NORDISK A S212 shares0.00%2026-03-312026-05-11

ITOT

ISHARES TR

-1.19%

Shares1.3M

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

0.07%

Shares257.7K

Event2026-03-31

Filed2026-05-11

BSV

VANGUARD BD INDEX FDS

-1.85%

Shares694.8K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

2.30%

Shares80.4K

Event2026-03-31

Filed2026-05-11

LDUR

PIMCO ETF TR

1.08%

Shares436.0K

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-0.56%

Shares187.1K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

0.77%

Shares527.9K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

-1.20%

Shares196.4K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-0.47%

Shares76.7K

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

-0.07%

Shares137.6K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.41%

Shares88.1K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-0.81%

Shares261.8K

Event2026-03-31

Filed2026-05-11

MINT

PIMCO ETF TR

-2.69%

Shares248.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

9.00%

Shares41.7K

Event2026-03-31

Filed2026-05-11

SMMU

PIMCO ETF TR

5.20%

Shares402.9K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

4.04%

Shares411.9K

Event2026-03-31

Filed2026-05-11

AZO

AUTOZONE INC

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-11

LMBS

FIRST TR EXCHANGE-TRADED FD

2.46%

Shares314.9K

Event2026-03-31

Filed2026-05-11

JSCP

J P MORGAN EXCHANGE TRADED F

14.85%

Shares321.9K

Event2026-03-31

Filed2026-05-11

IXUS

ISHARES TR

-2.20%

Shares160.0K

Event2026-03-31

Filed2026-05-11

JPLD

J P MORGAN EXCHANGE TRADED F

5.08%

Shares263.7K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

0.62%

Shares268.4K

Event2026-03-31

Filed2026-05-11

SPHQ

INVESCO EXCHANGE TRADED FD T

-0.48%

Shares162.4K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-3.06%

Shares131.5K

Event2026-03-31

Filed2026-05-11

SUB

ISHARES TR

0.57%

Shares111.1K

Event2026-03-31

Filed2026-05-11

DGRW

WISDOMTREE TR

-0.51%

Shares133.9K

Event2026-03-31

Filed2026-05-11

BOND

PIMCO ETF TR

8.46%

Shares126.1K

Event2026-03-31

Filed2026-05-11

SPTM

SPDR SERIES TRUST

2.82%

Shares144.3K

Event2026-03-31

Filed2026-05-11

JMST

J P MORGAN EXCHANGE TRADED F

-4.55%

Shares219.8K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.67%

Shares40.8K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

-0.34%

Shares33.2K

Event2026-03-31

Filed2026-05-11

PULS

PGIM ETF TR

12.79%

Shares186.5K

Event2026-03-31

Filed2026-05-11

ACWI

ISHARES TR

-0.11%

Shares59.9K

Event2026-03-31

Filed2026-05-11

FTCS

FIRST TR EXCHANGE-TRADED FD

-0.11%

Shares88.8K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

2.57%

Shares180.3K

Event2026-03-31

Filed2026-05-11

VXF

VANGUARD INDEX FDS

-2.12%

Shares39.6K

Event2026-03-31

Filed2026-05-11

MUNI

PIMCO ETF TR

12.22%

Shares155.7K

Event2026-03-31

Filed2026-05-11

FTSM

FIRST TR EXCHANGE-TRADED FD

-3.56%

Shares128.7K

Event2026-03-31

Filed2026-05-11

USFR

WISDOMTREE TR

-20.55%

Shares113.7K

Event2026-03-31

Filed2026-05-11

JMUB

J P MORGAN EXCHANGE TRADED F

25.76%

Shares112.8K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

3.68%

Shares22.0K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

-0.58%

Shares66.6K

Event2026-03-31

Filed2026-05-11

VTEB

VANGUARD MUN BD FDS

-1.44%

Shares88.7K

Event2026-03-31

Filed2026-05-11

MUB

ISHARES TR

0.45%

Shares38.3K

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

2.79%

Shares58.3K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

168.68%

Shares45.5K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

-0.56%

Shares8.8K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

5.83%

Shares11.6K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

25.32%

Shares38.7K

Event2026-03-31

Filed2026-05-11

QGRW

WISDOMTREE TR

6.25%

Shares48.8K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

20.38%

Shares20.6K

Event2026-03-31

Filed2026-05-11

TSCO

TRACTOR SUPPLY CO

0.00%

Shares55.7K

Event2026-03-31

Filed2026-05-11

VCRB

VANGUARD MALVERN FDS

27.67%

Shares31.7K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

0.59%

Shares33.1K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

0.56%

Shares12.9K

Event2026-03-31

Filed2026-05-11

ISTB

ISHARES TR

-5.32%

Shares45.2K

Event2026-03-31

Filed2026-05-11

COCA COLA CO

-0.35%

Shares25.7K

Event2026-03-31

Filed2026-05-11

VUSB

VANGUARD BD INDEX FDS

-14.39%

Shares37.9K

Event2026-03-31

Filed2026-05-11

SPMO

INVESCO EXCH TRADED FD TR II

18.83%

Shares16.0K

Event2026-03-31

Filed2026-05-11

SCHD

SCHWAB STRATEGIC TR

28.36%

Shares46.8K

Event2026-03-31

Filed2026-05-11

FDX

FEDEX CORP

-10.54%

Shares3.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

4.28%

Shares6.5K

Event2026-03-31

Filed2026-05-11

IJR

ISHARES TR

1.84%

Shares9.2K

Event2026-03-31

Filed2026-05-11

CIBR

FIRST TR EXCHANGE-TRADED FD

2.83%

Shares18.0K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

-5.08%

Shares6.6K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

-6.41%

Shares22.1K

Event2026-03-31

Filed2026-05-11

XMHQ

INVESCO EXCHANGE TRADED FD T

-0.18%

Shares9.9K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-11

GSLC

GOLDMAN SACHS ETF TR

0.22%

Shares6.7K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

0.27%

Shares1.1K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

0.59%

Shares7.0K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

8.66%

Shares22.6K

Event2026-03-31

Filed2026-05-11