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The Analysis of TopTier Wealth Management, LLC's Holdings & P&L

Currently, TopTier Wealth Management, LLC holds 795 types of securities in its portfolio with a total value $162.7M. In the most recent quarter, they have increased their positions in BFEB (+13.0K shares, valued at $618.2K), DGRW (+6.7K shares, valued at $587.4K), IJH (+8.5K shares, valued at $571.9K); decreased their positions in PAPR (-11.8K shares, valued at $468.0K), MDY (-328 shares, valued at $202.3K), DEM (-3.9K shares, valued at $196.2K); initiated new positions in IGV (+4.1K shares, valued at $330.8K), QQQM (+1.4K shares, valued at $326.8K), DDWM (+6.2K shares, valued at $275.0K).

1M P&L

+2.3M+1.44%

3M P&L

+628.4K+0.39%

HY P&L

+3.1M+1.95%

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/A131.2M

89.3%

2Semiconductors2.3M

1.6%

3Consumer Electronics1.9M

1.3%

Top Industries by Stock Count

1N/A251 stocks

34.1%

2Software - Application32 stocks

4.3%

3Utilities - Regulated Electric18 stocks

2.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DGRW WISDOMTREE TR158.4K shares4.41%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR18.2K shares0.79%2026-03-312026-05-06

DLN WISDOMTREE TR105.7K shares6.00%2026-03-312026-05-06

EES WISDOMTREE TR94.7K shares-0.33%2026-03-312026-05-06

EPS WISDOMTREE TR80.2K shares-0.04%2026-03-312026-05-06

BOXX EA SERIES TRUST45.4K shares-2.48%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T7.3K shares2.04%2026-03-312026-05-06

EZM WISDOMTREE TR60.9K shares-0.05%2026-03-312026-05-06

Sponsored

VTI VANGUARD INDEX FDS9.7K shares-1.29%2026-03-312026-05-06

BFEB INNOVATOR ETFS TRUST57.6K shares29.06%2026-03-312026-05-06

IJR ISHARES TR21.6K shares11.67%2026-03-312026-05-06

GMAY FIRST TR EXCHNG TRADED FD VI59.7K shares0.00%2026-03-312026-05-06

BDEC INNOVATOR ETFS TRUST49.0K shares-0.61%2026-03-312026-05-06

DWM WISDOMTREE TR32.2K shares-0.01%2026-03-312026-05-06

DES WISDOMTREE TR59.1K shares-3.72%2026-03-312026-05-06

QGRW WISDOMTREE TR38.9K shares17.79%2026-03-312026-05-06

Sponsored

DON WISDOMTREE TR38.8K shares0.36%2026-03-312026-05-06

BAUG INNOVATOR ETFS TRUST41.7K shares0.00%2026-03-312026-05-06

NVDA NVIDIA CORPORATION11.6K shares-3.52%2026-03-312026-05-06

AAPL APPLE INC7.4K shares0.14%2026-03-312026-05-06

JCPB J P MORGAN EXCHANGE TRADED F36.2K shares14.92%2026-03-312026-05-06

PJAN INNOVATOR ETFS TRUST36.9K shares-1.86%2026-03-312026-05-06

BMAY INNOVATOR ETFS TRUST36.9K shares-0.06%2026-03-312026-05-06

SLV ISHARES SILVER TR23.8K shares0.05%2026-03-312026-05-06

Sponsored

BAPR INNOVATOR ETFS TRUST30.5K shares-0.55%2026-03-312026-05-06

ACVF ETF OPPORTUNITIES TRUST31.0K shares0.05%2026-03-312026-05-06

BUFR FIRST TR EXCHNG TRADED FD VI39.7K shares-3.07%2026-03-312026-05-06

MDY STATE STR SPDR S&P MIDCAP 402.1K shares-13.34%2026-03-312026-05-06

DMAY FIRST TR EXCHNG TRADED FD VI27.7K shares0.00%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR13.0K shares0.00%2026-03-312026-05-06

WTV WISDOMTREE TR12.1K shares24.29%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II41.4K shares10.30%2026-03-312026-05-06

Sponsored

PAUG INNOVATOR ETFS TRUST24.9K shares0.00%2026-03-312026-05-06

KAPR INNOVATOR ETFS TRUST27.9K shares-0.38%2026-03-312026-05-06

JPIE J P MORGAN EXCHANGE TRADED F21.9K shares1.83%2026-03-312026-05-06

BALT INNOVATOR ETFS TRUST29.6K shares1.46%2026-03-312026-05-06

BUFF INNOVATOR ETFS TRUST19.2K shares-5.50%2026-03-312026-05-06

BNOV INNOVATOR ETFS TRUST21.7K shares-0.13%2026-03-312026-05-06

FFEB FIRST TR EXCHNG TRADED FD VI16.6K shares-8.35%2026-03-312026-05-06

IJH ISHARES TR13.7K shares162.72%2026-03-312026-05-06

Sponsored

IHDG WISDOMTREE TR18.5K shares-0.78%2026-03-312026-05-06

DGS WISDOMTREE TR14.7K shares0.14%2026-03-312026-05-06

BSEP INNOVATOR ETFS TRUST17.2K shares-0.01%2026-03-312026-05-06

PDEC INNOVATOR ETFS TRUST19.3K shares0.00%2026-03-312026-05-06

ZSEP INNOVATOR ETFS TRUST30.5K shares0.00%2026-03-312026-05-06

PSEP INNOVATOR ETFS TRUST17.7K shares0.00%2026-03-312026-05-06

BJUN INNOVATOR ETFS TRUST16.4K shares-0.07%2026-03-312026-05-06

GWW WW GRAINGER INC693 shares0.00%2026-03-312026-05-06

Sponsored

EPD ENTERPRISE PRODS PARTNERS L19.7K shares0.00%2026-03-312026-05-06

FMAY FIRST TR EXCHNG TRADED FD VI14.1K shares-0.35%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F12.9K shares-0.32%2026-03-312026-05-06

PNOV INNOVATOR ETFS TRUST17.9K shares-0.43%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II10.0K shares0.29%2026-03-312026-05-06

DAUG FIRST TR EXCHNG TRADED FD VI15.6K shares0.00%2026-03-312026-05-06

MAGS LISTED FDS TR11.4K shares1.82%2026-03-312026-05-06

KDEC INNOVATOR ETFS TRUST25.3K shares-0.08%2026-03-312026-05-06

Sponsored

JEPQ J P MORGAN EXCHANGE TRADED F11.2K shares-13.26%2026-03-312026-05-06

USFR WISDOMTREE TR11.8K shares11.55%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS2.8K shares0.00%2026-03-312026-05-06

META META PLATFORMS INC1.0K shares1.91%2026-03-312026-05-06

OMFL INVESCO EXCH TRD SLF IDX FD9.0K shares-0.09%2026-03-312026-05-06

FDN FIRST TR EXCHANGE-TRADED FD2.3K shares-0.17%2026-03-312026-05-06

DOL WISDOMTREE TR7.7K shares0.10%2026-03-312026-05-06

ET ENERGY TRANSFER L P27.1K shares0.00%2026-03-312026-05-06

Sponsored

XSOE WISDOMTREE TR12.9K shares0.07%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC1.8K shares-10.36%2026-03-312026-05-06

BOCT INNOVATOR ETFS TRUST10.4K shares-0.01%2026-03-312026-05-06

BJUL INNOVATOR ETFS TRUST9.9K shares-0.31%2026-03-312026-05-06

PMAY INNOVATOR ETFS TRUST12.0K shares-0.70%2026-03-312026-05-06

AMZN AMAZON COM INC2.3K shares8.61%2026-03-312026-05-06

KAUG INNOVATOR ETFS TRUST17.5K shares-0.54%2026-03-312026-05-06

PAPR INNOVATOR ETFS TRUST11.7K shares-50.07%2026-03-312026-05-06

Sponsored

IVOV VANGUARD ADMIRAL FDS INC4.5K shares0.00%2026-03-312026-05-06

MSFT MICROSOFT CORP1.2K shares13.59%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T9.7K shares-1.29%2026-03-312026-05-06

FVD FIRST TR EXCHANGE-TRADED FD9.4K shares0.41%2026-03-312026-05-06

USMF WISDOMTREE TR8.9K shares-2.33%2026-03-312026-05-06

BUFD FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2026-03-312026-05-06

VUG VANGUARD INDEX FDS951 shares0.00%2026-03-312026-05-06

BMAR INNOVATOR ETFS TRUST7.9K shares-0.06%2026-03-312026-05-06

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.6K shares0.23%2026-03-312026-05-06

FJAN FIRST TR EXCHNG TRADED FD VI7.5K shares83.60%2026-03-312026-05-06

IWF ISHARES TR862 shares0.00%2026-03-312026-05-06

XJUN FIRST TR EXCHNG TRADED FD VI8.4K shares0.00%2026-03-312026-05-06

DGRS WISDOMTREE TR6.8K shares0.36%2026-03-312026-05-06

BJAN INNOVATOR ETFS TRUST6.5K shares0.00%2026-03-312026-05-06

SYK STRYKER CORPORATION1.1K shares0.00%2026-03-312026-05-06

FTCS FIRST TR EXCHANGE-TRADED FD3.7K shares0.27%2026-03-312026-05-06

Sponsored

KOCT INNOVATOR ETFS TRUST10.0K shares-0.60%2026-03-312026-05-06

KJAN INNOVATOR ETFS TRUST8.1K shares-26.99%2026-03-312026-05-06

QYLD GLOBAL X FDS19.4K shares2.75%2026-03-312026-05-06

IGV ISHARES TR4.1K sharesnew addition2026-03-312026-05-06

IEI ISHARES TR2.8K shares7.93%2026-03-312026-05-06

QQQM INVESCO EXCH TRADED FD TR II1.4K sharesnew addition2026-03-312026-05-06

XSLV INVESCO EXCH TRADED FD TR II6.6K shares0.50%2026-03-312026-05-06

MINT PIMCO ETF TR3.1K shares0.07%2026-03-312026-05-06

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS513 shares-28.05%2026-03-312026-05-06

MS MORGAN STANLEY1.9K shares-8.04%2026-03-312026-05-06

RCL ROYAL CARIBBEAN GROUP1.1K shares0.09%2026-03-312026-05-06

NSEP INNOVATOR ETFS TRUST10.2K shares0.00%2026-03-312026-05-06

PDI PIMCO DYNAMIC INCOME FD17.0K shares0.00%2026-03-312026-05-06

XMLV INVESCO EXCH TRADED FD TR II4.6K shares0.83%2026-03-312026-05-06

BKLN INVESCO EXCH TRADED FD TR II14.2K shares1.51%2026-03-312026-05-06

FSEP FIRST TR EXCHNG TRADED FD VI5.8K shares0.00%2026-03-312026-05-06

Sponsored

DDWM WISDOMTREE TR6.2K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC953 shares3.03%2026-03-312026-05-06

DEM WISDOMTREE TR5.4K shares-42.33%2026-03-312026-05-06

NFEB INNOVATOR ETFS TRUST9.7K shares17.24%2026-03-312026-05-06

HDV ISHARES TR2.0K shares0.00%2026-03-312026-05-06

DAPR FIRST TR EXCHNG TRADED FD VI6.7K shares0.00%2026-03-312026-05-06

DXJ WISDOMTREE TR1.6K sharesnew addition2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS5.7K sharesnew addition2026-03-312026-05-06

Sponsored

XYLG GLOBAL X FDS9.7K shares0.00%2026-03-312026-05-06

NJAN INNOVATOR ETFS TRUST4.8K shares12.88%2026-03-312026-05-06

TSLA TESLA INC683 shares0.44%2026-03-312026-05-06

NTSX WISDOMTREE TR4.8K shares0.27%2026-03-312026-05-06

NOCT INNOVATOR ETFS TRUST4.3K shares0.00%2026-03-312026-05-06

KLAC KLA CORP161 sharesnew addition2026-03-312026-05-06

INTU INTUIT516 shares0.58%2026-03-312026-05-06

IEF ISHARES TR2.3K shares0.43%2026-03-312026-05-06

Sponsored

USEP INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-05-06

ZAUG INNOVATOR ETFS TRUST7.9K shares0.00%2026-03-312026-05-06

DIM WISDOMTREE TR2.5K shares0.00%2026-03-312026-05-06

TPYP TORTOISE CAPITAL SERIES TRUS4.8K sharesnew addition2026-03-312026-05-06

JVAL J P MORGAN EXCHANGE TRADED F4.1K shares0.07%2026-03-312026-05-06

FMAR FIRST TR EXCHNG TRADED FD VI4.1K sharesnew addition2026-03-312026-05-06

V VISA INC652 shares0.00%2026-03-312026-05-06

UJAN INNOVATOR ETFS TRUST4.6K sharesnew addition2026-03-312026-05-06

Sponsored

DLS WISDOMTREE TR2.4K sharesnew addition2026-03-312026-05-06

WFC WELLS FARGO & CO2.4K shares-0.45%2026-03-312026-05-06

EPI WISDOMTREE TR4.7K sharesnew addition2026-03-312026-05-06

FJUN FIRST TR EXCHNG TRADED FD VI3.3K sharesnew addition2026-03-312026-05-06

TJX TJX COS INC NEW1.2K sharesnew addition2026-03-312026-05-06

AMAT APPLIED MATLS INC537 sharesnew addition2026-03-312026-05-06

PJUL INNOVATOR ETFS TRUST4.0K sharesnew addition2026-03-312026-05-06

ZMAR INNOVATOR ETFS TRUST6.6K sharesnew addition2026-03-312026-05-06

Sponsored

POWA INVESCO EXCH TRD SLF IDX FD2.0K sharesnew addition2026-03-312026-05-06

POCT INNOVATOR ETFS TRUST4.0K sharesnew addition2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC500 sharesnew addition2026-03-312026-05-06

DWMF WISDOMTREE TR5.0K shares-50.05%2026-03-312026-05-06

ONEQ FIDELITY COMWLTH TR1.9K sharesnew addition2026-03-312026-05-06

NOBL PROSHARES TR1.5K sharesnew addition2026-03-312026-05-06

GLW CORNING INC1.1K sharesnew addition2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE528 sharesnew addition2026-03-312026-05-06

Sponsored

TOL TOLL BROTHERS INC1.1K sharesnew addition2026-03-312026-05-06

AJUL INNOVATOR ETFS TRUST5.1K sharesnew addition2026-03-312026-05-06

PFEB INNOVATOR ETFS TRUST3.6K sharesnew addition2026-03-312026-05-06

FAUG FIRST TR EXCHNG TRADED FD VI2.8K sharesnew addition2026-03-312026-05-06

VIOV VANGUARD ADMIRAL FDS INC1.4K sharesnew addition2026-03-312026-05-06

ITOT ISHARES TR938 sharesnew addition2026-03-312026-05-06

UMAY INNOVATOR ETFS TRUST3.6K sharesnew addition2026-03-312026-05-06

AIZ ASSURANT INC569 sharesnew addition2026-03-312026-05-06

Sponsored

AEP AMERICAN ELEC PWR CO INC939 sharesnew addition2026-03-312026-05-06

BROADCOM INC BROADCOM INC383 sharesnew addition2026-03-312026-05-06

CMI CUMMINS INC220 sharesnew addition2026-03-312026-05-06

MGK VANGUARD WORLD FD322 sharesnew addition2026-03-312026-05-06

JNJ JOHNSON & JOHNSON478 sharesnew addition2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T607 sharesnew addition2026-03-312026-05-06

MARM FIRST TR EXCHNG TRADED FD VI3.5K sharesnew addition2026-03-312026-05-06

COF CAPITAL ONE FINL CORP635 sharesnew addition2026-03-312026-05-06

Sponsored

AMP AMERIPRISE FINL INC256 sharesnew addition2026-03-312026-05-06

RTX RTX CORPORATION588 sharesnew addition2026-03-312026-05-06

DFEB FIRST TR EXCHNG TRADED FD VI2.4K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.1.2K sharesnew addition2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF2.9K sharesnew addition2026-03-312026-05-06

UFEB INNOVATOR ETFS TRUST3.1K sharesnew addition2026-03-312026-05-06

LLY ELI LILLY & CO120 sharesnew addition2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION109 sharesnew addition2026-03-312026-05-06

Sponsored

ISMD NORTHERN LTS FD TR IV2.7K sharesnew addition2026-03-312026-05-06

ISCB ISHARES TR1.6K sharesnew addition2026-03-312026-05-06

SAP SAP SE597 sharesnew addition2026-03-312026-05-06

IWM ISHARES TR400 sharesnew addition2026-03-312026-05-06

GPIQ GOLDMAN SACHS ETF TR2.0K sharesnew addition2026-03-312026-05-06

WDC WESTERN DIGITAL CORP362 sharesnew addition2026-03-312026-05-06

NAUG INNOVATOR ETFS TRUST3.4K sharesnew addition2026-03-312026-05-06

SNX TD SYNNEX CORPORATION575 sharesnew addition2026-03-312026-05-06

Sponsored

PGR PROGRESSIVE CORP481 sharesnew addition2026-03-312026-05-06

SHY ISHARES TR1.1K sharesnew addition2026-03-312026-05-06

ABBV ABBVIE INC422 sharesnew addition2026-03-312026-05-06

EEM ISHARES TR1.6K sharesnew addition2026-03-312026-05-06

UHS UNIVERSAL HLTH SVCS INC505 sharesnew addition2026-03-312026-05-06

KFEB INNOVATOR ETFS TRUST3.2K sharesnew addition2026-03-312026-05-06

PJUN INNOVATOR ETFS TRUST2.1K sharesnew addition2026-03-312026-05-06

TE CONNECTIVITY PLC TE CONNECTIVITY PLC414 sharesnew addition2026-03-312026-05-06

Sponsored

IDV ISHARES TR2.0K sharesnew addition2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO1.4K sharesnew addition2026-03-312026-05-06

NJUL INNOVATOR ETFS TRUST1.2K sharesnew addition2026-03-312026-05-06

NKE NIKE INC1.6K sharesnew addition2026-03-312026-05-06

FHN FIRST HORIZON CORPORATION3.7K sharesnew addition2026-03-312026-05-06

QQQJ INVESCO EXCH TRADED FD TR II2.3K sharesnew addition2026-03-312026-05-06

IWC ISHARES TR500 sharesnew addition2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP229 sharesnew addition2026-03-312026-05-06

Sponsored

QMAR FIRST TR EXCHNG TRADED FD VI2.3K sharesnew addition2026-03-312026-05-06

EFX EQUIFAX INC427 sharesnew addition2026-03-312026-05-06

QJUN FIRST TR EXCHNG TRADED FD VI2.4K sharesnew addition2026-03-312026-05-06

JPM JPMORGAN CHASE & CO247 sharesnew addition2026-03-312026-05-06

MCK MCKESSON CORP83 sharesnew addition2026-03-312026-05-06

IQDG WISDOMTREE TR1.8K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC244 sharesnew addition2026-03-312026-05-06

KMI KINDER MORGAN INC DEL2.0K sharesnew addition2026-03-312026-05-06

Sponsored

PANW PALO ALTO NETWORKS INC411 sharesnew addition2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC669 sharesnew addition2026-03-312026-05-06

F FORD MTR CO5.6K sharesnew addition2026-03-312026-05-06

ISRG INTUITIVE SURGICAL INC137 sharesnew addition2026-03-312026-05-06

DJT TRUMP MEDIA & TECHNOLOGY GRO6.7K sharesnew addition2026-03-312026-05-06

BIIB BIOGEN INC336 sharesnew addition2026-03-312026-05-06

QNITY ELECTRONICS INC QNITY ELECTRONICS INC529 sharesnew addition2026-03-312026-05-06

ZDEK INNOVATOR ETFS TRUST2.3K sharesnew addition2026-03-312026-05-06

Sponsored

USMV ISHARES TR642 sharesnew addition2026-03-312026-05-06

QCOM QUALCOMM INC460 sharesnew addition2026-03-312026-05-06

NAPR INNOVATOR ETFS TRUST1.1K sharesnew addition2026-03-312026-05-06

FDEC FIRST TR EXCHNG TRADED FD VI1.2K sharesnew addition2026-03-312026-05-06

GAUG FIRST TR EXCHNG TRADED FD VI1.5K sharesnew addition2026-03-312026-05-06

ARKK ARK ETF TR815 sharesnew addition2026-03-312026-05-06

UOCT INNOVATOR ETFS TRUST1.4K sharesnew addition2026-03-312026-05-06

MA MASTERCARD INCORPORATED105 sharesnew addition2026-03-312026-05-06

Sponsored

EG EVEREST GROUP LTD160 sharesnew addition2026-03-312026-05-06

IVV ISHARES TR80 sharesnew addition2026-03-312026-05-06

MCD MCDONALDS CORP166 sharesnew addition2026-03-312026-05-06

RDDT REDDIT INC380 sharesnew addition2026-03-312026-05-06

CMG CHIPOTLE MEXICAN GRILL INC1.6K sharesnew addition2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP82 sharesnew addition2026-03-312026-05-06

DAL DELTA AIR LINES INC726 sharesnew addition2026-03-312026-05-06

ORCL ORACLE CORP328 sharesnew addition2026-03-312026-05-06

Sponsored

LAMR LAMAR ADVERTISING CO380 sharesnew addition2026-03-312026-05-06

UMAR INNOVATOR ETFS TRUST1.2K sharesnew addition2026-03-312026-05-06

ONON ON HLDG AG1.4K sharesnew addition2026-03-312026-05-06

AXP AMERICAN EXPRESS CO154 sharesnew addition2026-03-312026-05-06

VBR VANGUARD INDEX FDS214 sharesnew addition2026-03-312026-05-06

QBF INNOVATOR ETFS TRUST2.7K sharesnew addition2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T972 sharesnew addition2026-03-312026-05-06

CVX CHEVRON CORPORATION223 sharesnew addition2026-03-312026-05-06

Sponsored

SPYV SPDR SERIES TRUST810 sharesnew addition2026-03-312026-05-06

PNC PNC FINL SVCS GROUP INC220 sharesnew addition2026-03-312026-05-06

SCHX SCHWAB STRATEGIC TR1.8K sharesnew addition2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F882 sharesnew addition2026-03-312026-05-06

XOM EXXON MOBIL CORP262 sharesnew addition2026-03-312026-05-06

PCAR PACCAR INC377 sharesnew addition2026-03-312026-05-06

IVW ISHARES TR382 sharesnew addition2026-03-312026-05-06

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FNOV FIRST TR EXCHNG TRADED FD VI630 sharesnew addition2026-03-312026-05-06

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NOW SERVICENOW INC315 sharesnew addition2026-03-312026-05-06

UAL UNITED AIRLS HLDGS INC353 sharesnew addition2026-03-312026-05-06

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QSIG WISDOMTREE TR523 sharesnew addition2026-03-312026-05-06

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WM WASTE MGMT INC DEL98 sharesnew addition2026-03-312026-05-06

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XMHQ INVESCO EXCHANGE TRADED FD T186 sharesnew addition2026-03-312026-05-06

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SLDE SLIDE INS HLDGS INC966 sharesnew addition2026-03-312026-05-06

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IJT ISHARES TR107 sharesnew addition2026-03-312026-05-06

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NVS NOVARTIS AG100 sharesnew addition2026-03-312026-05-06

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FPXI FIRST TR EXCHANGE-TRADED FD223 sharesnew addition2026-03-312026-05-06

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VGT VANGUARD WORLD FD19 sharesnew addition2026-03-312026-05-06

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EFG ISHARES TR107 sharesnew addition2026-03-312026-05-06

ALK ALASKA AIR GROUP INC317 sharesnew addition2026-03-312026-05-06

RYLD GLOBAL X FDS779 sharesnew addition2026-03-312026-05-06

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OEF ISHARES TR35 sharesnew addition2026-03-312026-05-06

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FSLR FIRST SOLAR INC51 sharesnew addition2026-03-312026-05-06

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LMBS FIRST TR EXCHANGE-TRADED FD194 sharesnew addition2026-03-312026-05-06

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GILD GILEAD SCIENCES INC66 sharesnew addition2026-03-312026-05-06

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SNPS SYNOPSYS INC21 sharesnew addition2026-03-312026-05-06

PBR PETROLEO BRASILEIRO S A400 sharesnew addition2026-03-312026-05-06

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GEV GE VERNOVA INC9 sharesnew addition2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F145 sharesnew addition2026-03-312026-05-06

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OKE ONEOK INC NEW83 sharesnew addition2026-03-312026-05-06

AGGY WISDOMTREE TR172 sharesnew addition2026-03-312026-05-06

AMGN AMGEN INC21 sharesnew addition2026-03-312026-05-06

DGRE WISDOMTREE TR212 sharesnew addition2026-03-312026-05-06

DCI DONALDSON INC82 sharesnew addition2026-03-312026-05-06

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GDX VANECK ETF TRUST75 sharesnew addition2026-03-312026-05-06

ORI OLD REP INTL CORP172 sharesnew addition2026-03-312026-05-06

T AT&T INC236 sharesnew addition2026-03-312026-05-06

DE DEERE & CO12 sharesnew addition2026-03-312026-05-06

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VEU VANGUARD INTL EQUITY INDEX F88 sharesnew addition2026-03-312026-05-06

GM GENERAL MTRS CO84 sharesnew addition2026-03-312026-05-06

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SCHF SCHWAB STRATEGIC TR230 sharesnew addition2026-03-312026-05-06

TTD THE TRADE DESK INC240 sharesnew addition2026-03-312026-05-06

PH PARKER-HANNIFIN CORP6 sharesnew addition2026-03-312026-05-06

ULTA ULTA BEAUTY INC10 sharesnew addition2026-03-312026-05-06

BWXT BWX TECHNOLOGIES INC25 sharesnew addition2026-03-312026-05-06

FPX FIRST TR EXCHANGE-TRADED FD32 sharesnew addition2026-03-312026-05-06

MU MICRON TECHNOLOGY INC15 sharesnew addition2026-03-312026-05-06

JMEE J P MORGAN EXCHANGE TRADED F72 sharesnew addition2026-03-312026-05-06

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SXT SENSIENT TECHNOLOGIES CORP55 sharesnew addition2026-03-312026-05-06

FTSL FIRST TR EXCHANGE-TRADED FD101 sharesnew addition2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP21 sharesnew addition2026-03-312026-05-06

EMR EMERSON ELEC CO34 sharesnew addition2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC21 sharesnew addition2026-03-312026-05-06

FBIN FORTUNE BRANDS INNOVATIONS I109 sharesnew addition2026-03-312026-05-06

SCHW SCHWAB CHARLES CORP39 sharesnew addition2026-03-312026-05-06

ORLY OREILLY AUTOMOTIVE INC38 sharesnew addition2026-03-312026-05-06

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TMO THERMO FISHER SCIENTIFIC INC7 sharesnew addition2026-03-312026-05-06

COIN COINBASE GLOBAL INC19 sharesnew addition2026-03-312026-05-06

KRE SPDR SERIES TRUST50 sharesnew addition2026-03-312026-05-06

EAPR INNOVATOR ETFS TRUST108 sharesnew addition2026-03-312026-05-06

FCFS FIRSTCASH HOLDINGS INC17 sharesnew addition2026-03-312026-05-06

KO COCA COLA CO42 sharesnew addition2026-03-312026-05-06

MGV VANGUARD WORLD FD22 sharesnew addition2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS21 sharesnew addition2026-03-312026-05-06

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BAC BANK AMERICA CORP63 sharesnew addition2026-03-312026-05-06

VRIG INVESCO ACTIVELY MANAGED EXC121 sharesnew addition2026-03-312026-05-06

CNXC CONCENTRIX CORP110 sharesnew addition2026-03-312026-05-06

LINDE PLC LINDE PLC6 sharesnew addition2026-03-312026-05-06

HD HOME DEPOT INC9 sharesnew addition2026-03-312026-05-06

EHC ENCOMPASS HEALTH CORP30 sharesnew addition2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC25 sharesnew addition2026-03-312026-05-06

PG PROCTER & GAMBLE CO18 sharesnew addition2026-03-312026-05-06

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INTC INTEL CORP57 sharesnew addition2026-03-312026-05-06

PEP PEPSICO INC16 sharesnew addition2026-03-312026-05-06

NEE NEXTERA ENERGY INC26 sharesnew addition2026-03-312026-05-06

ABT ABBOTT LABORATORIES23 sharesnew addition2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC46 sharesnew addition2026-03-312026-05-06

TXN TEXAS INSTRS INC11 sharesnew addition2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC5 sharesnew addition2026-03-312026-05-06

PAYSAFE LIMITED PAYSAFE LIMITED297 sharesnew addition2026-03-312026-05-06

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APH AMPHENOL CORP16 sharesnew addition2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS43 sharesnew addition2026-03-312026-05-06

LEN LENNAR CORP23 sharesnew addition2026-03-312026-05-06

EQIX EQUINIX INC2 sharesnew addition2026-03-312026-05-06

USNA USANA HEALTH SCIENCES INC112 sharesnew addition2026-03-312026-05-06

ADI ANALOG DEVICES INC6 sharesnew addition2026-03-312026-05-06

PFE PFIZER INC67 sharesnew addition2026-03-312026-05-06

NCLH NORWEGIAN CRUISE LINE HLDGS100 sharesnew addition2026-03-312026-05-06

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BIV VANGUARD BD INDEX FDS24 sharesnew addition2026-03-312026-05-06

HWM HOWMET AEROSPACE INC8 sharesnew addition2026-03-312026-05-06

COPX GLOBAL X FDS24 sharesnew addition2026-03-312026-05-06

HON HONEYWELL INTL INC8 sharesnew addition2026-03-312026-05-06

ROK ROCKWELL AUTOMATION INC5 sharesnew addition2026-03-312026-05-06

WELL WELLTOWER INC9 sharesnew addition2026-03-312026-05-06

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET59 sharesnew addition2026-03-312026-05-06

GNRC GENERAC HLDGS INC9 sharesnew addition2026-03-312026-05-06

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IBKR INTERACTIVE BROKERS GROUP IN26 sharesnew addition2026-03-312026-05-06

DHR DANAHER CORP DEL9 sharesnew addition2026-03-312026-05-06

SPGI S&P GLOBAL INC4 sharesnew addition2026-03-312026-05-06

LOW LOWES COS INC7 sharesnew addition2026-03-312026-05-06

ARISTA NETWORKS INC ARISTA NETWORKS INC13 sharesnew addition2026-03-312026-05-06

TFC TRUIST FINL CORP34 sharesnew addition2026-03-312026-05-06

USB US BANCORP30 sharesnew addition2026-03-312026-05-06

CMCSA COMCAST CORP NEW53 sharesnew addition2026-03-312026-05-06

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VRT VERTIV HOLDINGS CO6 sharesnew addition2026-03-312026-05-06

GRAL GRAIL INC29 sharesnew addition2026-03-312026-05-06

TMUS T-MOBILE US INC7 sharesnew addition2026-03-312026-05-06

PLD PROLOGIS INC.11 sharesnew addition2026-03-312026-05-06

FITB FIFTH THIRD BANCORP31 sharesnew addition2026-03-312026-05-06

UBER UBER TECHNOLOGIES INC20 sharesnew addition2026-03-312026-05-06

CXSE WISDOMTREE TR38 sharesnew addition2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN7 sharesnew addition2026-03-312026-05-06

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FEMB FIRST TR EXCH TRADED FD III49 sharesnew addition2026-03-312026-05-06

NEM NEWMONT CORP13 sharesnew addition2026-03-312026-05-06

KKR & CO INC KKR & CO INC15 sharesnew addition2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND7 sharesnew addition2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC12 sharesnew addition2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP2 sharesnew addition2026-03-312026-05-06

SBUX STARBUCKS CORP15 sharesnew addition2026-03-312026-05-06

VRTX VERTEX PHARMACEUTICALS INC3 sharesnew addition2026-03-312026-05-06

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TGT TARGET CORP11 sharesnew addition2026-03-312026-05-06

RSG REPUBLIC SVCS INC6 sharesnew addition2026-03-312026-05-06

MAR MARRIOTT INTL INC NEW4 sharesnew addition2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP11 sharesnew addition2026-03-312026-05-06

SNDK SANDISK CORP2 sharesnew addition2026-03-312026-05-06

ICE INTERCONTINENTAL EXCHANGE IN8 sharesnew addition2026-03-312026-05-06

HLT HILTON WORLDWIDE HLDGS INC4 sharesnew addition2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC7 sharesnew addition2026-03-312026-05-06

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AVY AVERY DENNISON CORP7 sharesnew addition2026-03-312026-05-06

APP APPLOVIN CORP3 sharesnew addition2026-03-312026-05-06

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC12 sharesnew addition2026-03-312026-05-06

CME CME GROUP INC4 sharesnew addition2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW9 sharesnew addition2026-03-312026-05-06

HOOD ROBINHOOD MKTS INC17 sharesnew addition2026-03-312026-05-06

TRV TRAVELERS COMPANIES INC4 sharesnew addition2026-03-312026-05-06

SLB SLB LIMITED22 sharesnew addition2026-03-312026-05-06

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KEYS KEYSIGHT TECHNOLOGIES INC4 sharesnew addition2026-03-312026-05-06

GEN DIGITAL INC GEN DIGITAL INC59 sharesnew addition2026-03-312026-05-06

PWR QUANTA SVCS INC2 sharesnew addition2026-03-312026-05-06

EXC EXELON CORP22 sharesnew addition2026-03-312026-05-06

FDX FEDEX CORP3 sharesnew addition2026-03-312026-05-06

BSX BOSTON SCIENTIFIC CORP17 sharesnew addition2026-03-312026-05-06

CSX CSX CORP26 sharesnew addition2026-03-312026-05-06

DIS DISNEY WALT CO11 sharesnew addition2026-03-312026-05-06

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MO ALTRIA GROUP INC16 sharesnew addition2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC3 sharesnew addition2026-03-312026-05-06

SCHV SCHWAB STRATEGIC TR34 sharesnew addition2026-03-312026-05-06

CL COLGATE PALMOLIVE CO12 sharesnew addition2026-03-312026-05-06

WMB WILLIAMS COS INC14 sharesnew addition2026-03-312026-05-06

MGY MAGNOLIA OIL & GAS CORP32 sharesnew addition2026-03-312026-05-06

CVS CVS HEALTH CORP14 sharesnew addition2026-03-312026-05-06

FCX FREEPORT MCMORAN INC17 sharesnew addition2026-03-312026-05-06

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BA BOEING CO5 sharesnew addition2026-03-312026-05-06

DELL DELL TECHNOLOGIES INC6 sharesnew addition2026-03-312026-05-06

MDLZ MONDELEZ INTL INC17 sharesnew addition2026-03-312026-05-06

CB CHUBB LTD SWITZ3 sharesnew addition2026-03-312026-05-06

MPC MARATHON PETE CORP4 sharesnew addition2026-03-312026-05-06

ADBE ADOBE INC4 sharesnew addition2026-03-312026-05-06

OMF ONEMAIN HLDGS INC18 sharesnew addition2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC1 sharesnew addition2026-03-312026-05-06

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ADSK AUTODESK INC4 sharesnew addition2026-03-312026-05-06

HCA HCA HEALTHCARE INC2 sharesnew addition2026-03-312026-05-06

NDAQ NASDAQ INC11 sharesnew addition2026-03-312026-05-06

IUSG ISHARES TR6 sharesnew addition2026-03-312026-05-06

IRM IRON MTN INC DEL9 sharesnew addition2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION7 sharesnew addition2026-03-312026-05-06

FLEX FLEXTRONICS INTL LTD14 sharesnew addition2026-03-312026-05-06

OXY OCCIDENTAL PETE CORP14 sharesnew addition2026-03-312026-05-06

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ETR ENTERGY CORP NEW8 sharesnew addition2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC32 sharesnew addition2026-03-312026-05-06

AFL AFLAC INC8 sharesnew addition2026-03-312026-05-06

SRE SEMPRA9 sharesnew addition2026-03-312026-05-06

DGRW

WISDOMTREE TR

4.41%

Shares158.4K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

0.79%

Shares18.2K

Event2026-03-31

Filed2026-05-06

DLN

WISDOMTREE TR

6.00%

Shares105.7K

Event2026-03-31

Filed2026-05-06

EES

WISDOMTREE TR

-0.33%

Shares94.7K

Event2026-03-31

Filed2026-05-06

EPS

WISDOMTREE TR

-0.04%

Shares80.2K

Event2026-03-31

Filed2026-05-06

BOXX

EA SERIES TRUST

-2.48%

Shares45.4K

Event2026-03-31

Filed2026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

2.04%

Shares7.3K

Event2026-03-31

Filed2026-05-06

EZM

WISDOMTREE TR

-0.05%

Shares60.9K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

-1.29%

Shares9.7K

Event2026-03-31

Filed2026-05-06

BFEB

INNOVATOR ETFS TRUST

29.06%

Shares57.6K

Event2026-03-31

Filed2026-05-06

IJR

ISHARES TR

11.67%

Shares21.6K

Event2026-03-31

Filed2026-05-06

GMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares59.7K

Event2026-03-31

Filed2026-05-06

BDEC

INNOVATOR ETFS TRUST

-0.61%

Shares49.0K

Event2026-03-31

Filed2026-05-06

DWM

WISDOMTREE TR

-0.01%

Shares32.2K

Event2026-03-31

Filed2026-05-06

DES

WISDOMTREE TR

-3.72%

Shares59.1K

Event2026-03-31

Filed2026-05-06

QGRW

WISDOMTREE TR

17.79%

Shares38.9K

Event2026-03-31

Filed2026-05-06

DON

WISDOMTREE TR

0.36%

Shares38.8K

Event2026-03-31

Filed2026-05-06

BAUG

INNOVATOR ETFS TRUST

0.00%

Shares41.7K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

-3.52%

Shares11.6K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

0.14%

Shares7.4K

Event2026-03-31

Filed2026-05-06

JCPB

J P MORGAN EXCHANGE TRADED F

14.92%

Shares36.2K

Event2026-03-31

Filed2026-05-06

PJAN

INNOVATOR ETFS TRUST

-1.86%

Shares36.9K

Event2026-03-31

Filed2026-05-06

BMAY

INNOVATOR ETFS TRUST

-0.06%

Shares36.9K

Event2026-03-31

Filed2026-05-06

SLV

ISHARES SILVER TR

0.05%

Shares23.8K

Event2026-03-31

Filed2026-05-06

BAPR

INNOVATOR ETFS TRUST

-0.55%

Shares30.5K

Event2026-03-31

Filed2026-05-06

ACVF

ETF OPPORTUNITIES TRUST

0.05%

Shares31.0K

Event2026-03-31

Filed2026-05-06

BUFR

FIRST TR EXCHNG TRADED FD VI

-3.07%

Shares39.7K

Event2026-03-31

Filed2026-05-06

MDY

STATE STR SPDR S&P MIDCAP 40

-13.34%

Shares2.1K

Event2026-03-31

Filed2026-05-06

DMAY

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares27.7K

Event2026-03-31

Filed2026-05-06

ISHARES GOLD TR

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-06

WTV

WISDOMTREE TR

24.29%

Shares12.1K

Event2026-03-31

Filed2026-05-06

INVESCO EXCH TRADED FD TR II

10.30%

Shares41.4K

Event2026-03-31

Filed2026-05-06

PAUG

INNOVATOR ETFS TRUST

0.00%

Shares24.9K

Event2026-03-31

Filed2026-05-06

KAPR

INNOVATOR ETFS TRUST

-0.38%

Shares27.9K

Event2026-03-31

Filed2026-05-06

JPIE

J P MORGAN EXCHANGE TRADED F

1.83%

Shares21.9K

Event2026-03-31

Filed2026-05-06

BALT

INNOVATOR ETFS TRUST

1.46%

Shares29.6K

Event2026-03-31

Filed2026-05-06

BUFF

INNOVATOR ETFS TRUST

-5.50%

Shares19.2K

Event2026-03-31

Filed2026-05-06

BNOV

INNOVATOR ETFS TRUST

-0.13%

Shares21.7K

Event2026-03-31

Filed2026-05-06

FFEB

FIRST TR EXCHNG TRADED FD VI

-8.35%

Shares16.6K

Event2026-03-31

Filed2026-05-06

IJH

ISHARES TR

162.72%

Shares13.7K

Event2026-03-31

Filed2026-05-06

IHDG

WISDOMTREE TR

-0.78%

Shares18.5K

Event2026-03-31

Filed2026-05-06

DGS

WISDOMTREE TR

0.14%

Shares14.7K

Event2026-03-31

Filed2026-05-06

BSEP

INNOVATOR ETFS TRUST

-0.01%

Shares17.2K

Event2026-03-31

Filed2026-05-06

PDEC

INNOVATOR ETFS TRUST

0.00%

Shares19.3K

Event2026-03-31

Filed2026-05-06

ZSEP

INNOVATOR ETFS TRUST

0.00%

Shares30.5K

Event2026-03-31

Filed2026-05-06

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares17.7K

Event2026-03-31

Filed2026-05-06

BJUN

INNOVATOR ETFS TRUST

-0.07%

Shares16.4K

Event2026-03-31

Filed2026-05-06

GWW

WW GRAINGER INC

0.00%

Shares693

Event2026-03-31

Filed2026-05-06

EPD

ENTERPRISE PRODS PARTNERS L

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-06

FMAY

FIRST TR EXCHNG TRADED FD VI

-0.35%

Shares14.1K

Event2026-03-31

Filed2026-05-06

JEPI

J P MORGAN EXCHANGE TRADED F

-0.32%

Shares12.9K

Event2026-03-31

Filed2026-05-06

PNOV

INNOVATOR ETFS TRUST

-0.43%

Shares17.9K

Event2026-03-31

Filed2026-05-06

INVESCO EXCH TRADED FD TR II

0.29%

Shares10.0K

Event2026-03-31

Filed2026-05-06

DAUG

FIRST TR EXCHNG TRADED FD VI

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-06

MAGS

LISTED FDS TR

1.82%

Shares11.4K

Event2026-03-31

Filed2026-05-06

KDEC

INNOVATOR ETFS TRUST

-0.08%

Shares25.3K

Event2026-03-31

Filed2026-05-06

JEPQ

J P MORGAN EXCHANGE TRADED F

-13.26%

Shares11.2K

Event2026-03-31

Filed2026-05-06

USFR

WISDOMTREE TR

11.55%

Shares11.8K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-06