Sponsored

The Analysis of Tennessee Valley Asset Management Partners's Holdings & P&L

Currently, Tennessee Valley Asset Management Partners holds 184 types of securities in its portfolio with a total value $757.1M. In the most recent quarter, they have increased their positions in SPTL (+870.0K shares, valued at $22.9M), DYNF (+180.6K shares, valued at $10.5M), BAI (+294.3K shares, valued at $9.7M); decreased their positions in IGLB (-452.6K shares, valued at $22.5M), SPYM (-131.5K shares, valued at $10.1M), OEF (-29.6K shares, valued at $9.4M); initiated new positions in GTO (+129.6K shares, valued at $6.1M), VLUE (+34.9K shares, valued at $5.0M), N/A (+63.0K shares, valued at $3.1M).

1M P&L

+26.6M+3.61%

3M P&L

+35.9M+4.93%

HY P&L

+64.4M+9.20%

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/A647.1M

92.7%

2Semiconductors7.4M

1.1%

3Drug Manufacturers - General6.3M

0.9%

Top Industries by Stock Count

1N/A122 stocks

72.2%

2Semiconductors5 stocks

3.0%

3Drug Manufacturers - General3 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST1.8M shares-6.80%2026-03-312026-04-27

IUSG ISHARES TR331.0K shares-6.30%2026-03-312026-04-27

DYNF BLACKROCK ETF TRUST788.5K shares29.70%2026-03-312026-04-27

SPTL SPDR SERIES TRUST1.7M shares110.81%2026-03-312026-04-27

VTI VANGUARD INDEX FDS135.5K shares-4.14%2026-03-312026-04-27

SPYV SPDR SERIES TRUST750.1K shares1.99%2026-03-312026-04-27

IEFA ISHARES TR345.1K shares-9.39%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL44.6K shares-0.60%2026-03-312026-04-27

Sponsored

BAI BLACKROCK ETF TRUST641.1K shares84.83%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS461.8K shares9.22%2026-03-312026-04-27

SPAB SPDR SERIES TRUST645.8K shares56.73%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR20.5K shares0.11%2026-03-312026-04-27

SHLD GLOBAL X FDS152.6K shares70.96%2026-03-312026-04-27

QUAL ISHARES TR56.0K shares5.60%2026-03-312026-04-27

SCHR SCHWAB STRATEGIC TR330.6K shares-0.35%2026-03-312026-04-27

IEF ISHARES TR77.8K shares7.29%2026-03-312026-04-27

Sponsored

VEU VANGUARD INTL EQUITY INDEX F86.3K shares2.60%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS30.0K shares0.32%2026-03-312026-04-27

AAPL APPLE INC24.7K shares0.24%2026-03-312026-04-27

GTO INVESCO ACTIVELY MANAGED EXC129.6K sharesnew addition2026-03-312026-04-27

NVDA NVIDIA CORPORATION30.7K shares-0.79%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II22.0K shares-3.61%2026-03-312026-04-27

ABBV ABBVIE INC23.8K shares0.42%2026-03-312026-04-27

IEI ISHARES TR42.9K shares-12.27%2026-03-312026-04-27

Sponsored

VLUE ISHARES TR34.9K sharesnew addition2026-03-312026-04-27

VGSH VANGUARD SCOTTSDALE FDS78.8K shares-4.60%2026-03-312026-04-27

PYLD PIMCO ETF TR175.9K shares7.24%2026-03-312026-04-27

ISHARES GOLD TR ISHARES GOLD TR49.6K shares-65.83%2026-03-312026-04-27

GLDM WORLD GOLD TR44.7K shares-9.03%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T6.4K shares-5.14%2026-03-312026-04-27

BROADCOM INC BROADCOM INC13.0K shares-1.38%2026-03-312026-04-27

VONV VANGUARD SCOTTSDALE FDS41.0K shares8.41%2026-03-312026-04-27

Sponsored

VONG VANGUARD SCOTTSDALE FDS34.8K shares9.93%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.2K shares-1.14%2026-03-312026-04-27

IVV ISHARES TR5.8K shares60.13%2026-03-312026-04-27

VTHR VANGUARD SCOTTSDALE FDS12.8K shares0.06%2026-03-312026-04-27

SPTM SPDR SERIES TRUST45.6K shares15.65%2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares0.82%2026-03-312026-04-27

IWP ISHARES TR26.9K shares-2.23%2026-03-312026-04-27

IYW ISHARES TR17.6K shares-0.36%2026-03-312026-04-27

Sponsored

BINC BLACKROCK ETF TRUST II60.6K shares15.19%2026-03-312026-04-27

BLACKROCK ETF TRUST II BLACKROCK ETF TRUST II63.0K sharesnew addition2026-03-312026-04-27

META META PLATFORMS INC5.2K shares5.48%2026-03-312026-04-27

DGRO ISHARES TR39.5K shares-3.29%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II37.0K shares3.35%2026-03-312026-04-27

SYSB ISHARES TR30.3K sharesnew addition2026-03-312026-04-27

PDI PIMCO DYNAMIC INCOME FD145.1K shares10.19%2026-03-312026-04-27

ITOT ISHARES TR17.1K shares43.68%2026-03-312026-04-27

Sponsored

PG PROCTER & GAMBLE CO16.7K shares0.49%2026-03-312026-04-27

MSFT MICROSOFT CORP6.1K shares-5.59%2026-03-312026-04-27

ABT ABBOTT LABORATORIES20.3K shares-0.66%2026-03-312026-04-27

VEA VANGUARD TAX-MANAGED FDS31.2K shares-0.41%2026-03-312026-04-27

BIL SPDR SERIES TRUST21.7K shares18.04%2026-03-312026-04-27

SPGM SPDR INDEX SHS FDS26.1K shares20.04%2026-03-312026-04-27

EFA ISHARES TR20.0K shares0.40%2026-03-312026-04-27

GOF GUGGENHEIM STRATEGIC OPPORTU171.7K shares13.41%2026-03-312026-04-27

Sponsored

HYMB SPDR SERIES TRUST74.9K shares0.31%2026-03-312026-04-27

JMST J P MORGAN EXCHANGE TRADED F34.9K shares52.57%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO5.7K shares5.84%2026-03-312026-04-27

WMT WALMART INC13.4K shares3.99%2026-03-312026-04-27

AMZN AMAZON COM INC7.9K shares2.58%2026-03-312026-04-27

SMH VANECK ETF TRUST4.2K shares26.22%2026-03-312026-04-27

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

VTV VANGUARD INDEX FDS7.9K shares0.68%2026-03-312026-04-27

Sponsored

TSLA TESLA INC4.0K shares1.15%2026-03-312026-04-27

DELL DELL TECHNOLOGIES INC9.0K shares10.71%2026-03-312026-04-27

STIP ISHARES TR14.3K shares38.32%2026-03-312026-04-27

MLN VANECK ETF TRUST84.1K sharesnew addition2026-03-312026-04-27

RIV RIVERNORTH OPPORTUNITIES FD131.1K shares-4.87%2026-03-312026-04-27

IJR ISHARES TR11.2K shares14.29%2026-03-312026-04-27

SPMD SPDR SERIES TRUST22.6K shares-77.23%2026-03-312026-04-27

MUB ISHARES TR12.5K shares18.69%2026-03-312026-04-27

Sponsored

IUSV ISHARES TR12.6K shares0.27%2026-03-312026-04-27

ALPHABET INC ALPHABET INC4.4K shares-1.07%2026-03-312026-04-27

AGG ISHARES TR12.0K shares2.36%2026-03-312026-04-27

SPYG SPDR SERIES TRUST11.9K shares-4.65%2026-03-312026-04-27

HD HOME DEPOT INC3.5K shares-11.52%2026-03-312026-04-27

SCHO SCHWAB STRATEGIC TR47.8K shares5.83%2026-03-312026-04-27

IGR CBRE GBL REAL ESTATE INC FD262.7K shares36.80%2026-03-312026-04-27

LOW LOWES COS INC4.8K shares-7.99%2026-03-312026-04-27

Sponsored

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.8K shares0.00%2026-03-312026-04-27

VTWO VANGUARD SCOTTSDALE FDS10.8K shares9.17%2026-03-312026-04-27

GLD SPDR GOLD TR2.5K shares1.66%2026-03-312026-04-27

IWF ISHARES TR2.5K shares12.76%2026-03-312026-04-27

BSCQ INVESCO EXCH TRD SLF IDX FD53.9K shares42.67%2026-03-312026-04-27

VCIT VANGUARD SCOTTSDALE FDS11.7K shares25.27%2026-03-312026-04-27

QCOM QUALCOMM INC7.5K shares-1.76%2026-03-312026-04-27

VXUS VANGUARD STAR FDS11.4K shares3.84%2026-03-312026-04-27

Sponsored

GOVT ISHARES TR38.2K shares-4.51%2026-03-312026-04-27

ICVT ISHARES TR8.5K sharesnew addition2026-03-312026-04-27

BWX SPDR SERIES TRUST39.3K shares17.19%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 401.4K shares0.07%2026-03-312026-04-27

IJH ISHARES TR12.4K shares6.75%2026-03-312026-04-27

BA BOEING CO4.2K shares42.59%2026-03-312026-04-27

CAT CATERPILLAR INC1.1K shares-0.09%2026-03-312026-04-27

IDEV ISHARES TR9.3K sharesnew addition2026-03-312026-04-27

Sponsored

JNJ JOHNSON & JOHNSON3.1K shares36.91%2026-03-312026-04-27

XOM EXXON MOBIL CORP4.5K shares0.81%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.9K shares-1.80%2026-03-312026-04-27

BTO HANCOCK JOHN FINL OPPTYS20.7K shares0.06%2026-03-312026-04-27

SPEM SPDR INDEX SHS FDS15.7K shares11.30%2026-03-312026-04-27

IGLB ISHARES TR14.3K shares-96.95%2026-03-312026-04-27

VBR VANGUARD INDEX FDS3.1K shares7.17%2026-03-312026-04-27

V VISA INC2.2K shares-0.64%2026-03-312026-04-27

Sponsored

IVW ISHARES TR5.8K shares78.54%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR24.1K sharesnew addition2026-03-312026-04-27

VBK VANGUARD INDEX FDS2.0K shares2.09%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP2.7K shares-35.82%2026-03-312026-04-27

IWY ISHARES TR2.2K shares-31.55%2026-03-312026-04-27

SPSM SPDR SERIES TRUST11.2K shares-12.35%2026-03-312026-04-27

PSX PHILLIPS 663.0K shares-0.20%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO1.8K shares2.43%2026-03-312026-04-27

Sponsored

USMV ISHARES TR5.8K shares-9.17%2026-03-312026-04-27

SPTI SPDR SERIES TRUST18.4K shares2.15%2026-03-312026-04-27

VTWV VANGUARD SCOTTSDALE FDS3.1K shares0.00%2026-03-312026-04-27

VGIT VANGUARD SCOTTSDALE FDS8.6K shares25.07%2026-03-312026-04-27

IVE ISHARES TR2.4K shares116.29%2026-03-312026-04-27

KO COCA COLA CO6.7K shares36.32%2026-03-312026-04-27

INMU BLACKROCK ETF TRUST II20.0K shares-4.36%2026-03-312026-04-27

RA BROOKFIELD REAL ASSETS INCOM36.0K shares0.46%2026-03-312026-04-27

Sponsored

JAAA JANUS DETROIT STR TR9.0K shares4.68%2026-03-312026-04-27

IWM ISHARES TR1.8K shares-3.81%2026-03-312026-04-27

CRM SALESFORCE INC2.4K shares10.83%2026-03-312026-04-27

HDV ISHARES TR3.3K shares-13.15%2026-03-312026-04-27

CMI CUMMINS INC809 shares-11.10%2026-03-312026-04-27

DSI ISHARES TR3.6K shares2.69%2026-03-312026-04-27

BNDX VANGUARD CHARLOTTE FDS8.4K sharesnew addition2026-03-312026-04-27

TFC TRUIST FINL CORP8.8K shares37.87%2026-03-312026-04-27

Sponsored

SPDR SERIES TRUST SPDR SERIES TRUST4.1K shares-2.06%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR2.9K shares18.94%2026-03-312026-04-27

SDY SPDR SERIES TRUST2.6K shares0.00%2026-03-312026-04-27

VUG VANGUARD INDEX FDS855 shares-25.97%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC1.8K shares-6.72%2026-03-312026-04-27

IEMG ISHARES INC5.3K shares74.01%2026-03-312026-04-27

WM WASTE MGMT INC DEL1.6K shares0.45%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-04-27

Sponsored

BND VANGUARD BD INDEX FDS4.8K shares-3.22%2026-03-312026-04-27

LLY ELI LILLY & CO378 shares-1.05%2026-03-312026-04-27

OEF ISHARES TR1.1K shares-96.45%2026-03-312026-04-27

HYDB ISHARES TR7.4K shares-90.70%2026-03-312026-04-27

BSMQ INVESCO EXCH TRD SLF IDX FD14.5K shares39.27%2026-03-312026-04-27

MA MASTERCARD INCORPORATED686 shares-0.72%2026-03-312026-04-27

IGEB ISHARES TR7.6K shares-89.30%2026-03-312026-04-27

URI UNITED RENTALS INC466 shares8.88%2026-03-312026-04-27

Sponsored

INTC INTEL CORP7.6K shares14.57%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC395 shares0.51%2026-03-312026-04-27

RSG REPUBLIC SVCS INC1.5K shares0.26%2026-03-312026-04-27

EMB ISHARES TR3.5K shares32.66%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC3.3K sharesnew addition2026-03-312026-04-27

IUSB ISHARES TR6.9K shares17.58%2026-03-312026-04-27

XLI SELECT SECTOR SPDR TR1.9K shares0.10%2026-03-312026-04-27

XMMO INVESCO EXCHANGE TRADED FD T2.1K shares-22.88%2026-03-312026-04-27

Sponsored

PEP PEPSICO INC2.0K shares0.98%2026-03-312026-04-27

CGBL CAPITAL GROUP CORE BALANCED8.8K shares1.86%2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP1.1K shares0.28%2026-03-312026-04-27

EAGG ISHARES TR6.4K shares30.81%2026-03-312026-04-27

XLV SELECT SECTOR SPDR TR2.1K shares29.70%2026-03-312026-04-27

CARR CARRIER GLOBAL CORPORATION5.3K shares0.30%2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS2.0K shares-7.77%2026-03-312026-04-27

SO SOUTHERN CO3.0K shares23.83%2026-03-312026-04-27

Sponsored

QYLD GLOBAL X FDS16.8K shares0.03%2026-03-312026-04-27

BABA ALIBABA GROUP HLDG LTD2.3K shares-1.39%2026-03-312026-04-27

OTF BLUE OWL TECHNOLOGY FIN CORP21.6K sharesnew addition2026-03-312026-04-27

BSV VANGUARD BD INDEX FDS3.4K sharesnew addition2026-03-312026-04-27

VWO VANGUARD INTL EQUITY INDEX F4.8K shares1.14%2026-03-312026-04-27

SLV ISHARES SILVER TR3.7K shares-21.21%2026-03-312026-04-27

IWR ISHARES TR2.6K shares-11.62%2026-03-312026-04-27

XLF SELECT SECTOR SPDR TR5.0K shares-6.60%2026-03-312026-04-27

Sponsored

SHM SPDR SERIES TRUST5.2K shares-32.70%2026-03-312026-04-27

SPBO SPDR SERIES TRUST8.5K shares-3.08%2026-03-312026-04-27

SMBK SMARTFINANCIAL INC6.3K shares0.00%2026-03-312026-04-27

IBND SPDR SERIES TRUST7.9K shares26.10%2026-03-312026-04-27

MTUM ISHARES TR995 shares1.12%2026-03-312026-04-27

DE DEERE & CO421 sharesnew addition2026-03-312026-04-27

QLTA ISHARES TR4.8K shares-21.38%2026-03-312026-04-27

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.3K shares-5.77%2026-03-312026-04-27

Sponsored

IGRO ISHARES TR2.7K shares-3.31%2026-03-312026-04-27

IGV ISHARES TR2.8K shares-45.38%2026-03-312026-04-27

MCD MCDONALDS CORP705 shares-3.95%2026-03-312026-04-27

CVX CHEVRON CORPORATION1.0K sharesnew addition2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC769 shares25.86%2026-03-312026-04-27

PDO PIMCO DYNAMIC INCOME OPRNTS15.8K shares0.00%2026-03-312026-04-27

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

ABRDN GLOBAL PREMIER PPTYS F ABRDN GLOBAL PREMIER PPTYS F17.0K sharesnew addition2026-03-312026-04-27

Sponsored

SPYM

SPDR SERIES TRUST

-6.80%

Shares1.8M

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

-6.30%

Shares331.0K

Event2026-03-31

Filed2026-04-27

DYNF

BLACKROCK ETF TRUST

29.70%

Shares788.5K

Event2026-03-31

Filed2026-04-27

SPTL

SPDR SERIES TRUST

110.81%

Shares1.7M

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

-4.14%

Shares135.5K

Event2026-03-31

Filed2026-04-27

SPYV

SPDR SERIES TRUST

1.99%

Shares750.1K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

-9.39%

Shares345.1K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

-0.60%

Shares44.6K

Event2026-03-31

Filed2026-04-27

BAI

BLACKROCK ETF TRUST

84.83%

Shares641.1K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

9.22%

Shares461.8K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR SERIES TRUST

56.73%

Shares645.8K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

0.11%

Shares20.5K

Event2026-03-31

Filed2026-04-27

SHLD

GLOBAL X FDS

70.96%

Shares152.6K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

5.60%

Shares56.0K

Event2026-03-31

Filed2026-04-27

SCHR

SCHWAB STRATEGIC TR

-0.35%

Shares330.6K

Event2026-03-31

Filed2026-04-27

IEF

ISHARES TR

7.29%

Shares77.8K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

2.60%

Shares86.3K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

0.32%

Shares30.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

0.24%

Shares24.7K

Event2026-03-31

Filed2026-04-27

GTO

INVESCO ACTIVELY MANAGED EXC

New

Shares129.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

-0.79%

Shares30.7K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

-3.61%

Shares22.0K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

0.42%

Shares23.8K

Event2026-03-31

Filed2026-04-27

IEI

ISHARES TR

-12.27%

Shares42.9K

Event2026-03-31

Filed2026-04-27

VLUE

ISHARES TR

New

Shares34.9K

Event2026-03-31

Filed2026-04-27

VGSH

VANGUARD SCOTTSDALE FDS

-4.60%

Shares78.8K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO ETF TR

7.24%

Shares175.9K

Event2026-03-31

Filed2026-04-27

ISHARES GOLD TR

-65.83%

Shares49.6K

Event2026-03-31

Filed2026-04-27

GLDM

WORLD GOLD TR

-9.03%

Shares44.7K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

-5.14%

Shares6.4K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-1.38%

Shares13.0K

Event2026-03-31

Filed2026-04-27

VONV

VANGUARD SCOTTSDALE FDS

8.41%

Shares41.0K

Event2026-03-31

Filed2026-04-27

VONG

VANGUARD SCOTTSDALE FDS

9.93%

Shares34.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.14%

Shares13.2K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

60.13%

Shares5.8K

Event2026-03-31

Filed2026-04-27

VTHR

VANGUARD SCOTTSDALE FDS

0.06%

Shares12.8K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

15.65%

Shares45.6K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.82%

Shares5.8K

Event2026-03-31

Filed2026-04-27

IWP

ISHARES TR

-2.23%

Shares26.9K

Event2026-03-31

Filed2026-04-27

IYW

ISHARES TR

-0.36%

Shares17.6K

Event2026-03-31

Filed2026-04-27

BINC

BLACKROCK ETF TRUST II

15.19%

Shares60.6K

Event2026-03-31

Filed2026-04-27

BLACKROCK ETF TRUST II

New

Shares63.0K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

5.48%

Shares5.2K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

-3.29%

Shares39.5K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

3.35%

Shares37.0K

Event2026-03-31

Filed2026-04-27

SYSB

ISHARES TR

New

Shares30.3K

Event2026-03-31

Filed2026-04-27

PDI

PIMCO DYNAMIC INCOME FD

10.19%

Shares145.1K

Event2026-03-31

Filed2026-04-27

ITOT

ISHARES TR

43.68%

Shares17.1K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

0.49%

Shares16.7K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

-5.59%

Shares6.1K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

-0.66%

Shares20.3K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD TAX-MANAGED FDS

-0.41%

Shares31.2K

Event2026-03-31

Filed2026-04-27

BIL

SPDR SERIES TRUST

18.04%

Shares21.7K

Event2026-03-31

Filed2026-04-27

SPGM

SPDR INDEX SHS FDS

20.04%

Shares26.1K

Event2026-03-31

Filed2026-04-27

EFA

ISHARES TR

0.40%

Shares20.0K

Event2026-03-31

Filed2026-04-27

GOF

GUGGENHEIM STRATEGIC OPPORTU

13.41%

Shares171.7K

Event2026-03-31

Filed2026-04-27

HYMB

SPDR SERIES TRUST

0.31%

Shares74.9K

Event2026-03-31

Filed2026-04-27

JMST

J P MORGAN EXCHANGE TRADED F

52.57%

Shares34.9K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

5.84%

Shares5.7K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

3.99%

Shares13.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

2.58%

Shares7.9K

Event2026-03-31

Filed2026-04-27

SMH

VANECK ETF TRUST

26.22%

Shares4.2K

Event2026-03-31

Filed2026-04-27

IWV

ISHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-27

VTV

VANGUARD INDEX FDS

0.68%

Shares7.9K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

1.15%

Shares4.0K

Event2026-03-31

Filed2026-04-27

DELL

DELL TECHNOLOGIES INC

10.71%

Shares9.0K

Event2026-03-31

Filed2026-04-27

STIP

ISHARES TR

38.32%

Shares14.3K

Event2026-03-31

Filed2026-04-27

MLN

VANECK ETF TRUST

New

Shares84.1K

Event2026-03-31

Filed2026-04-27

RIV

RIVERNORTH OPPORTUNITIES FD

-4.87%

Shares131.1K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

14.29%

Shares11.2K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

-77.23%

Shares22.6K

Event2026-03-31

Filed2026-04-27

MUB

ISHARES TR

18.69%

Shares12.5K

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES TR

0.27%

Shares12.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

-1.07%

Shares4.4K

Event2026-03-31

Filed2026-04-27

AGG

ISHARES TR

2.36%

Shares12.0K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

-4.65%

Shares11.9K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

-11.52%

Shares3.5K

Event2026-03-31

Filed2026-04-27

SCHO

SCHWAB STRATEGIC TR

5.83%

Shares47.8K

Event2026-03-31

Filed2026-04-27

IGR

CBRE GBL REAL ESTATE INC FD

36.80%

Shares262.7K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

-7.99%

Shares4.8K

Event2026-03-31

Filed2026-04-27

SEAGATE TECHNOLOGY HLDNGS PL

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-27

VTWO

VANGUARD SCOTTSDALE FDS

9.17%

Shares10.8K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

1.66%

Shares2.5K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

12.76%

Shares2.5K

Event2026-03-31

Filed2026-04-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

42.67%

Shares53.9K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

25.27%

Shares11.7K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-1.76%

Shares7.5K

Event2026-03-31

Filed2026-04-27

VXUS

VANGUARD STAR FDS

3.84%

Shares11.4K

Event2026-03-31

Filed2026-04-27

GOVT

ISHARES TR

-4.51%

Shares38.2K

Event2026-03-31

Filed2026-04-27

ICVT

ISHARES TR

New

Shares8.5K

Event2026-03-31

Filed2026-04-27

BWX

SPDR SERIES TRUST

17.19%

Shares39.3K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-27

IJH

ISHARES TR

6.75%

Shares12.4K

Event2026-03-31

Filed2026-04-27

BOEING CO

42.59%

Shares4.2K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

-0.09%

Shares1.1K

Event2026-03-31

Filed2026-04-27

IDEV

ISHARES TR

New

Shares9.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

36.91%

Shares3.1K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.81%

Shares4.5K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

-1.80%

Shares3.9K

Event2026-03-31

Filed2026-04-27

BTO

HANCOCK JOHN FINL OPPTYS

0.06%

Shares20.7K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHS FDS

11.30%

Shares15.7K

Event2026-03-31

Filed2026-04-27

IGLB

ISHARES TR

-96.95%

Shares14.3K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD INDEX FDS

7.17%

Shares3.1K

Event2026-03-31

Filed2026-04-27

VISA INC

-0.64%

Shares2.2K

Event2026-03-31

Filed2026-04-27

IVW

ISHARES TR

78.54%

Shares5.8K

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

New

Shares24.1K

Event2026-03-31

Filed2026-04-27

VBK

VANGUARD INDEX FDS

2.09%

Shares2.0K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

-35.82%

Shares2.7K

Event2026-03-31

Filed2026-04-27

IWY

ISHARES TR

-31.55%

Shares2.2K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

-12.35%

Shares11.2K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

-0.20%

Shares3.0K

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

2.43%

Shares1.8K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-9.17%

Shares5.8K

Event2026-03-31

Filed2026-04-27

SPTI

SPDR SERIES TRUST

2.15%

Shares18.4K

Event2026-03-31

Filed2026-04-27

VTWV

VANGUARD SCOTTSDALE FDS

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-27

VGIT

VANGUARD SCOTTSDALE FDS

25.07%

Shares8.6K

Event2026-03-31

Filed2026-04-27

IVE

ISHARES TR

116.29%

Shares2.4K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

36.32%

Shares6.7K

Event2026-03-31

Filed2026-04-27

INMU

BLACKROCK ETF TRUST II

-4.36%

Shares20.0K

Event2026-03-31

Filed2026-04-27

BROOKFIELD REAL ASSETS INCOM

0.46%

Shares36.0K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

4.68%

Shares9.0K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

-3.81%

Shares1.8K

Event2026-03-31

Filed2026-04-27

CRM

SALESFORCE INC

10.83%

Shares2.4K

Event2026-03-31

Filed2026-04-27

HDV

ISHARES TR

-13.15%

Shares3.3K

Event2026-03-31

Filed2026-04-27

CMI

CUMMINS INC

-11.10%

Shares809

Event2026-03-31

Filed2026-04-27

DSI

ISHARES TR

2.69%

Shares3.6K

Event2026-03-31

Filed2026-04-27

BNDX

VANGUARD CHARLOTTE FDS

New

Shares8.4K

Event2026-03-31

Filed2026-04-27

TFC

TRUIST FINL CORP

37.87%

Shares8.8K

Event2026-03-31

Filed2026-04-27

SPDR SERIES TRUST

-2.06%

Shares4.1K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

18.94%

Shares2.9K

Event2026-03-31

Filed2026-04-27

SDY

SPDR SERIES TRUST

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-25.97%

Shares855

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

-6.72%

Shares1.8K

Event2026-03-31

Filed2026-04-27

IEMG

ISHARES INC

74.01%

Shares5.3K

Event2026-03-31

Filed2026-04-27

WASTE MGMT INC DEL

0.45%

Shares1.6K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD BD INDEX FDS

-3.22%

Shares4.8K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

-1.05%

Shares378

Event2026-03-31

Filed2026-04-27

OEF

ISHARES TR

-96.45%

Shares1.1K

Event2026-03-31

Filed2026-04-27

HYDB

ISHARES TR

-90.70%

Shares7.4K

Event2026-03-31

Filed2026-04-27

BSMQ

INVESCO EXCH TRD SLF IDX FD

39.27%

Shares14.5K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

-0.72%

Shares686

Event2026-03-31

Filed2026-04-27

IGEB

ISHARES TR

-89.30%

Shares7.6K

Event2026-03-31

Filed2026-04-27

URI

UNITED RENTALS INC

8.88%

Shares466

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

14.57%

Shares7.6K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

0.51%

Shares395

Event2026-03-31

Filed2026-04-27

RSG

REPUBLIC SVCS INC

0.26%

Shares1.5K

Event2026-03-31

Filed2026-04-27

EMB

ISHARES TR

32.66%

Shares3.5K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

New

Shares3.3K

Event2026-03-31

Filed2026-04-27

IUSB

ISHARES TR

17.58%

Shares6.9K

Event2026-03-31

Filed2026-04-27

XLI

SELECT SECTOR SPDR TR

0.10%

Shares1.9K

Event2026-03-31

Filed2026-04-27

XMMO

INVESCO EXCHANGE TRADED FD T

-22.88%

Shares2.1K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

0.98%

Shares2.0K

Event2026-03-31

Filed2026-04-27

CGBL

CAPITAL GROUP CORE BALANCED

1.86%

Shares8.8K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

0.28%

Shares1.1K

Event2026-03-31

Filed2026-04-27

EAGG

ISHARES TR

30.81%

Shares6.4K

Event2026-03-31

Filed2026-04-27

XLV

SELECT SECTOR SPDR TR

29.70%

Shares2.1K

Event2026-03-31

Filed2026-04-27

CARR

CARRIER GLOBAL CORPORATION

0.30%

Shares5.3K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

-7.77%

Shares2.0K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

23.83%

Shares3.0K

Event2026-03-31

Filed2026-04-27

QYLD

GLOBAL X FDS

0.03%

Shares16.8K

Event2026-03-31

Filed2026-04-27

BABA

ALIBABA GROUP HLDG LTD

-1.39%

Shares2.3K

Event2026-03-31

Filed2026-04-27

OTF

BLUE OWL TECHNOLOGY FIN CORP

New

Shares21.6K

Event2026-03-31

Filed2026-04-27

BSV

VANGUARD BD INDEX FDS

New

Shares3.4K

Event2026-03-31

Filed2026-04-27

VWO

VANGUARD INTL EQUITY INDEX F

1.14%

Shares4.8K

Event2026-03-31

Filed2026-04-27

SLV

ISHARES SILVER TR

-21.21%

Shares3.7K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-11.62%

Shares2.6K

Event2026-03-31

Filed2026-04-27

XLF

SELECT SECTOR SPDR TR

-6.60%

Shares5.0K

Event2026-03-31

Filed2026-04-27

SHM

SPDR SERIES TRUST

-32.70%

Shares5.2K

Event2026-03-31

Filed2026-04-27

SPBO

SPDR SERIES TRUST

-3.08%

Shares8.5K

Event2026-03-31

Filed2026-04-27

SMBK

SMARTFINANCIAL INC

0.00%

Shares6.3K

Event2026-03-31

Filed2026-04-27

IBND

SPDR SERIES TRUST

26.10%

Shares7.9K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

1.12%

Shares995

Event2026-03-31

Filed2026-04-27

DEERE & CO

New

Shares421

Event2026-03-31

Filed2026-04-27

QLTA

ISHARES TR

-21.38%

Shares4.8K

Event2026-03-31

Filed2026-04-27

INVESCO EXCH TRADED FD TR II

-5.77%

Shares3.3K

Event2026-03-31

Filed2026-04-27

IGRO

ISHARES TR

-3.31%

Shares2.7K

Event2026-03-31

Filed2026-04-27

IGV

ISHARES TR

-45.38%

Shares2.8K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

-3.95%

Shares705

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

New

Shares1.0K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

25.86%

Shares769

Event2026-03-31

Filed2026-04-27

PDO

PIMCO DYNAMIC INCOME OPRNTS

0.00%

Shares15.8K

Event2026-03-31

Filed2026-04-27

DIVB

ISHARES TR

New

Shares3.8K

Event2026-03-31

Filed2026-04-27

ABRDN GLOBAL PREMIER PPTYS F

New

Shares17.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

CITIGROUP INC Call CallCITIGROUP INC2 shares0.00%2026-03-312026-04-27

MICROSOFT CORP Call CallMICROSOFT CORP1 shares0.00%2026-03-312026-04-27

SHOPIFY INC Call CallSHOPIFY INCN/A sharesnew addition2026-03-312026-04-27

NOVO-NORDISK A S Call CallNOVO-NORDISK A S1 shares0.00%2026-03-312026-04-27

CITIGROUP INC Call

CITIGROUP INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

MICROSOFT CORP Call

MICROSOFT CORP

0.00%

Shares1

Event2026-03-31

Filed2026-04-27

SHOPIFY INC Call

SHOPIFY INC

New

SharesN/A

Event2026-03-31

Filed2026-04-27

NOVO-NORDISK A S Call

NOVO-NORDISK A S

0.00%

Shares1

Event2026-03-31

Filed2026-04-27

Put Option Holdings

SHOPIFY INC Put PutSHOPIFY INC2 shares0.00%2026-03-312026-04-27

INTEL CORP Put PutINTEL CORP2 shares0.00%2026-03-312026-04-27

CITIGROUP INC Put PutCITIGROUP INC2 shares0.00%2026-03-312026-04-27

SHOPIFY INC Put

SHOPIFY INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

INTEL CORP Put

INTEL CORP

0.00%

Shares2

Event2026-03-31

Filed2026-04-27

CITIGROUP INC Put

CITIGROUP INC

0.00%

Shares2

Event2026-03-31

Filed2026-04-27