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The Analysis of Total Clarity Wealth Management, Inc.'s Holdings & P&L

Currently, Total Clarity Wealth Management, Inc. holds 311 types of securities in its portfolio with a total value $425.8M. In the most recent quarter, they have increased their positions in SPYM (+82.0K shares, valued at $6.3M), VGLT (+91.2K shares, valued at $5.0M), DFAT (+72.3K shares, valued at $4.5M); decreased their positions in VIOO (-26.8K shares, valued at $3.1M), GOVI (-100.9K shares, valued at $2.8M), VZ (-44.2K shares, valued at $2.2M); initiated new positions in DFAT (+72.3K shares, valued at $4.5M), ICLO (+111.1K shares, valued at $2.8M), STNG (+12.9K shares, valued at $965.1K).

1M P&L

-2.7M-0.61%

3M P&L

-406.3K-0.09%

HY P&L

+23.4M+5.63%

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/A308.9M

76.5%

2Semiconductors10.5M

2.6%

3Consumer Electronics6.7M

1.7%

Top Industries by Stock Count

1N/A182 stocks

62.1%

2Semiconductors7 stocks

2.4%

3Biotechnology6 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST240.6K shares51.68%2026-03-312026-04-17

BILS SPDR SERIES TRUST96.7K shares49.92%2026-03-312026-04-17

RWL INVESCO EXCH TRADED FD TR II78.7K shares3.16%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD121.8K shares2.08%2026-03-312026-04-17

JAAA JANUS DETROIT STR TR153.7K shares-21.58%2026-03-312026-04-17

USFR WISDOMTREE TR137.0K shares0.05%2026-03-312026-04-17

VBR VANGUARD INDEX FDS30.8K shares-23.87%2026-03-312026-04-17

AAPL APPLE INC26.3K shares-1.64%2026-03-312026-04-17

Sponsored

SPDW SPDR INDEX SHS FDS145.6K shares18.67%2026-03-312026-04-17

FNDF SCHWAB STRATEGIC TR132.8K shares15.49%2026-03-312026-04-17

NVDA NVIDIA CORPORATION36.8K shares-0.55%2026-03-312026-04-17

SPYD SPDR SERIES TRUST134.6K shares-24.13%2026-03-312026-04-17

CGGR CAPITAL GROUP GROWTH ETF151.1K shares6.43%2026-03-312026-04-17

IMFL INVESCO EXCH TRD SLF IDX FD190.0K shares4.22%2026-03-312026-04-17

QQQM INVESCO EXCH TRADED FD TR II25.2K shares0.27%2026-03-312026-04-17

VGLT VANGUARD SCOTTSDALE FDS106.1K shares609.41%2026-03-312026-04-17

Sponsored

XCEM COLUMBIA ETF TR II139.1K shares8.36%2026-03-312026-04-17

IWF ISHARES TR12.8K shares-1.57%2026-03-312026-04-17

ALPHABET INC ALPHABET INC18.5K shares-4.04%2026-03-312026-04-17

SPAB SPDR SERIES TRUST195.2K shares-1.67%2026-03-312026-04-17

CGMU CAPITAL GRP FIXED INCM ETF T179.6K shares13.23%2026-03-312026-04-17

UCON FIRST TR EXCHNG TRADED FD VI184.6K shares1.32%2026-03-312026-04-17

DFAT DIMENSIONAL ETF TRUST72.3K sharesnew addition2026-03-312026-04-17

VRIG INVESCO ACTIVELY MANAGED EXC178.1K shares-2.70%2026-03-312026-04-17

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC88.1K shares114.07%2026-03-312026-04-17

FDL FIRST TR EXCHANGE-TRADED FD86.0K shares15.11%2026-03-312026-04-17

GTO INVESCO ACTIVELY MANAGED EXC89.8K shares-6.20%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T6.3K shares-1.46%2026-03-312026-04-17

DFAC DIMENSIONAL ETF TRUST104.6K shares2.44%2026-03-312026-04-17

MSFT MICROSOFT CORP10.7K shares-1.69%2026-03-312026-04-17

PKW INVESCO EXCHANGE TRADED FD T29.6K shares1179.66%2026-03-312026-04-17

CGSM CAPITAL GRP FIXED INCM ETF T140.4K shares16.44%2026-03-312026-04-17

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL5 shares0.00%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO11.9K shares1.38%2026-03-312026-04-17

AMZN AMAZON COM INC15.6K shares2.26%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.8K shares-2.02%2026-03-312026-04-17

CAT CATERPILLAR INC4.6K shares4.15%2026-03-312026-04-17

GLD SPDR GOLD TR7.5K shares-4.17%2026-03-312026-04-17

IVV ISHARES TR4.8K shares0.35%2026-03-312026-04-17

CGMS CAPITAL GRP FIXED INCM ETF T111.0K shares0.44%2026-03-312026-04-17

Sponsored

JMEE J P MORGAN EXCHANGE TRADED F44.6K shares22.55%2026-03-312026-04-17

WMT WALMART INC23.1K shares-1.08%2026-03-312026-04-17

ICLO INVESCO ACTIVELY MANAGED EXC111.1K sharesnew addition2026-03-312026-04-17

CGDV CAPITAL GROUP DIVIDEND VALUE65.4K shares-1.79%2026-03-312026-04-17

SPYV SPDR SERIES TRUST45.7K shares-3.15%2026-03-312026-04-17

DES WISDOMTREE TR71.2K shares104.42%2026-03-312026-04-17

VTI VANGUARD INDEX FDS7.8K shares2.64%2026-03-312026-04-17

SPMD SPDR SERIES TRUST42.0K shares-23.57%2026-03-312026-04-17

Sponsored

FLMI FRANKLIN TEMPLETON ETF TR100.2K shares20.14%2026-03-312026-04-17

XMPT VANECK ETF TRUST113.4K shares20.43%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR4.2K shares-1.92%2026-03-312026-04-17

MLN VANECK ETF TRUST138.2K shares17.94%2026-03-312026-04-17

TFLO ISHARES TR46.2K shares8.63%2026-03-312026-04-17

ARISTA NETWORKS INC ARISTA NETWORKS INC17.3K shares1.52%2026-03-312026-04-17

GWX SPDR INDEX SHS FDS49.7K shares-19.94%2026-03-312026-04-17

ENB ENBRIDGE INC38.4K shares0.01%2026-03-312026-04-17

Sponsored

IWP ISHARES TR15.9K shares-4.02%2026-03-312026-04-17

NFLT ETFIS SER TR I89.1K shares18.60%2026-03-312026-04-17

VRT VERTIV HOLDINGS CO8.0K shares-33.50%2026-03-312026-04-17

MDIV FIRST TR EXCHANGE TRADED FD117.9K shares2.10%2026-03-312026-04-17

UPS UNITED PARCEL SVCS INC18.8K shares-40.72%2026-03-312026-04-17

D DOMINION ENERGY INC29.8K shares1.21%2026-03-312026-04-17

JOET VIRTUS ETF TR II45.7K shares-3.58%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS28.4K shares-6.36%2026-03-312026-04-17

Sponsored

DFAX DIMENSIONAL ETF TRUST53.3K shares2.56%2026-03-312026-04-17

JBBB JANUS DETROIT STR TR38.5K shares-8.57%2026-03-312026-04-17

ANGL VANECK ETF TRUST61.4K shares-3.58%2026-03-312026-04-17

INTC INTEL CORP39.2K shares-22.09%2026-03-312026-04-17

CVX CHEVRON CORPORATION7.9K shares3.93%2026-03-312026-04-17

AIRR FIRST TR EXCHANGE TRADED FD14.5K shares-1.40%2026-03-312026-04-17

AVEM AMERICAN CENTY ETF TR19.6K shares79.08%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T20.3K shares46.93%2026-03-312026-04-17

Sponsored

OKE ONEOK INC NEW16.6K shares0.27%2026-03-312026-04-17

TSLA TESLA INC4.0K shares-6.73%2026-03-312026-04-17

ABBV ABBVIE INC6.8K shares2.39%2026-03-312026-04-17

XLK SELECT SECTOR SPDR TR10.8K shares0.40%2026-03-312026-04-17

QUAL ISHARES TR7.4K shares-23.25%2026-03-312026-04-17

CB CHUBB LTD SWITZ4.4K shares2.73%2026-03-312026-04-17

IEFA ISHARES TR15.7K shares107.45%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR14.8K shares-4.89%2026-03-312026-04-17

Sponsored

VONV VANGUARD SCOTTSDALE FDS13.6K shares87.19%2026-03-312026-04-17

AVDV AMERICAN CENTY ETF TR12.3K shares166.19%2026-03-312026-04-17

IUSG ISHARES TR7.9K shares111.41%2026-03-312026-04-17

LONZ PIMCO ETF TR24.9K shares9.39%2026-03-312026-04-17

JPST J P MORGAN EXCHANGE TRADED F24.1K shares21.36%2026-03-312026-04-17

SHOP SHOPIFY INC10.1K shares104.50%2026-03-312026-04-17

NOBL PROSHARES TR11.1K shares5.12%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC23.3K shares-65.48%2026-03-312026-04-17

Sponsored

PRU PRUDENTIAL FINL INC11.9K shares4.41%2026-03-312026-04-17

GOVI INVESCO EXCH TRADED FD TR II42.4K shares-70.41%2026-03-312026-04-17

AMGN AMGEN INC3.2K shares-62.05%2026-03-312026-04-17

COWZ PACER FDS TR18.0K shares0.76%2026-03-312026-04-17

LINDE PLC LINDE PLC2.3K shares1.57%2026-03-312026-04-17

CGGO CAPITAL GROUP GBL GROWTH EQT33.7K shares-25.62%2026-03-312026-04-17

XOM EXXON MOBIL CORP6.5K shares1.21%2026-03-312026-04-17

TUSI TOUCHSTONE ETF TRUST43.6K shares-0.41%2026-03-312026-04-17

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC3.2K shares149.22%2026-03-312026-04-17

ALL ALLSTATE CORP5.2K shares1.49%2026-03-312026-04-17

SCHG SCHWAB STRATEGIC TR36.4K shares16.27%2026-03-312026-04-17

LVHI LEGG MASON ETF INVT25.9K shares96.41%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS1.7K shares4.11%2026-03-312026-04-17

BKLN INVESCO EXCH TRADED FD TR II50.3K shares-2.96%2026-03-312026-04-17

MEAR ISHARES U S ETF TR20.3K shares-3.67%2026-03-312026-04-17

BBIO BRIDGEBIO PHARMA INC13.7K shares133.44%2026-03-312026-04-17

Sponsored

IUSV ISHARES TR9.9K shares115.10%2026-03-312026-04-17

PPA INVESCO EXCHANGE TRADED FD T6.0K shares-0.66%2026-03-312026-04-17

PFE PFIZER INC35.3K shares-0.54%2026-03-312026-04-17

JNJ JOHNSON & JOHNSON4.0K shares5.53%2026-03-312026-04-17

META META PLATFORMS INC1.7K shares4.79%2026-03-312026-04-17

SMH VANECK ETF TRUST2.6K shares1.06%2026-03-312026-04-17

STNG SCORPIO TANKERS INC12.9K sharesnew addition2026-03-312026-04-17

AIG AMERICAN INTL GROUP INC12.7K shares2.02%2026-03-312026-04-17

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T5.0K shares3.45%2026-03-312026-04-17

SCHF SCHWAB STRATEGIC TR38.3K shares8.05%2026-03-312026-04-17

IJR ISHARES TR7.6K shares25.01%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS8.5K shares31.49%2026-03-312026-04-17

XMMO INVESCO EXCHANGE TRADED FD T6.3K sharesnew addition2026-03-312026-04-17

MINT PIMCO ETF TR9.0K shares-4.09%2026-03-312026-04-17

HON HONEYWELL INTL INC4.0K sharesnew addition2026-03-312026-04-17

DXJ WISDOMTREE TR5.7K shares-3.22%2026-03-312026-04-17

Sponsored

FDVV FIDELITY COVINGTON TRUST16.2K shares124.76%2026-03-312026-04-17

JBND J P MORGAN EXCHANGE TRADED F16.3K shares2.49%2026-03-312026-04-17

SPBC SIMPLIFY EXCHANGE TRADED FUN21.0K shares-56.64%2026-03-312026-04-17

LLY ELI LILLY & CO943 shares6.31%2026-03-312026-04-17

JPIB J P MORGAN EXCHANGE TRADED F17.8K sharesnew addition2026-03-312026-04-17

IEMG ISHARES INC11.8K shares45.05%2026-03-312026-04-17

ABVX ABIVAX SA7.4K shares-19.85%2026-03-312026-04-17

ALPHABET INC ALPHABET INC2.8K shares3.32%2026-03-312026-04-17

Sponsored

MA MASTERCARD INCORPORATED1.6K shares-1.58%2026-03-312026-04-17

GCOW PACER FDS TR17.3K shares3.75%2026-03-312026-04-17

XLG INVESCO EXCHANGE TRADED FD T14.6K shares-28.19%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F14.3K shares9.57%2026-03-312026-04-17

MUB ISHARES TR7.5K shares25.81%2026-03-312026-04-17

BROADCOM INC BROADCOM INC2.5K shares5.00%2026-03-312026-04-17

APH AMPHENOL CORP6.2K shares2.22%2026-03-312026-04-17

IWM ISHARES TR3.2K shares-37.25%2026-03-312026-04-17

Sponsored

QTEC FIRST TR EXCHANGE-TRADED FD3.6K shares-3.09%2026-03-312026-04-17

USB US BANCORP14.9K shares-61.63%2026-03-312026-04-17

MCD MCDONALDS CORP2.5K shares12.90%2026-03-312026-04-17

EXI ISHARES TR4.2K shares-3.15%2026-03-312026-04-17

F FORD MTR CO65.8K shares-47.74%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC5.1K shares-10.30%2026-03-312026-04-17

IVW ISHARES TR6.4K shares-10.98%2026-03-312026-04-17

ASML ASML HLDG NV547 sharesnew addition2026-03-312026-04-17

Sponsored

SLV ISHARES SILVER TR10.5K shares-29.70%2026-03-312026-04-17

VIOO VANGUARD ADMIRAL FDS INC6.2K shares-81.34%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F12.9K shares1.21%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR27.6K shares49.44%2026-03-312026-04-17

HELO J P MORGAN EXCHANGE TRADED F10.8K shares0.64%2026-03-312026-04-17

XSMO INVESCO EXCHANGE TRADED FD T8.7K sharesnew addition2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION662 shares1.53%2026-03-312026-04-17

FLLA FRANKLIN TEMPLETON ETF TR23.1K shares-2.68%2026-03-312026-04-17

Sponsored

VTEB VANGUARD MUN BD FDS13.0K shares71.59%2026-03-312026-04-17

GE AEROSPACE GE AEROSPACE2.3K shares-8.70%2026-03-312026-04-17

XOVR ENTREPRENEURSHARES SERIES TR38.3K sharesnew addition2026-03-312026-04-17

ESLT ELBIT SYS LTD746 shares-49.36%2026-03-312026-04-17

GEV GE VERNOVA INC722 shares3.00%2026-03-312026-04-17

CLF CLEVELAND-CLIFFS INC NEW74.4K sharesnew addition2026-03-312026-04-17

HD HOME DEPOT INC1.9K shares-8.25%2026-03-312026-04-17

CEG CONSTELLATION ENERGY CORP2.2K shares-45.01%2026-03-312026-04-17

Sponsored

ORCL ORACLE CORP4.1K shares1.97%2026-03-312026-04-17

BROS DUTCH BROS INC11.7K shares-3.23%2026-03-312026-04-17

NBIS NEBIUS GROUP N.V.5.4K shares4.38%2026-03-312026-04-17

VTV VANGUARD INDEX FDS2.8K shares-2.01%2026-03-312026-04-17

ITB ISHARES TR6.1K shares-2.97%2026-03-312026-04-17

BE BLOOM ENERGY CORP4.0K shares-46.76%2026-03-312026-04-17

DXYZ DESTINY TECH100 INC20.3K shares180.11%2026-03-312026-04-17

FNDX SCHWAB STRATEGIC TR19.4K shares16.11%2026-03-312026-04-17

Sponsored

FLBR FRANKLIN TEMPLETON ETF TR22.4K shares-9.93%2026-03-312026-04-17

VB VANGUARD INDEX FDS2.0K shares-0.20%2026-03-312026-04-17

VRTX VERTEX PHARMACEUTICALS INC1.2K shares0.00%2026-03-312026-04-17

TM TOYOTA MOTOR CORP2.5K shares-44.12%2026-03-312026-04-17

ALPS ETF TR ALPS ETF TR9.9K sharesnew addition2026-03-312026-04-17

MPWR MONOLITHIC PWR SYS INC471 shares11.61%2026-03-312026-04-17

GLDM WORLD GOLD TR5.5K shares22.23%2026-03-312026-04-17

ISRG INTUITIVE SURGICAL INC1.1K shares6.40%2026-03-312026-04-17

Sponsored

DVY ISHARES TR3.4K shares0.00%2026-03-312026-04-17

CGUS CAPITAL GROUP CORE EQUITY ET13.2K shares0.76%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC3.2K sharesnew addition2026-03-312026-04-17

DEM WISDOMTREE TR10.2K shares-1.07%2026-03-312026-04-17

ACWI ISHARES TR3.6K shares0.00%2026-03-312026-04-17

HMC HONDA MOTOR CO LTD19.8K sharesnew addition2026-03-312026-04-17

GOVT ISHARES TR20.8K shares57.09%2026-03-312026-04-17

RDW REDWIRE CORPORATION55.6K sharesnew addition2026-03-312026-04-17

Sponsored

GRC GORMAN RUPP CO7.6K sharesnew addition2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.9K shares10.40%2026-03-312026-04-17

V VISA INC1.5K shares-14.55%2026-03-312026-04-17

IONQ IONQ INC15.7K shares-0.27%2026-03-312026-04-17

KARO KAROOOOO LTD9.0K shares1.12%2026-03-312026-04-17

DJT TRUMP MEDIA & TECHNOLOGY GRO48.6K sharesnew addition2026-03-312026-04-17

IPKW INVESCO EXCH TRADED FD TR II8.0K shares4.42%2026-03-312026-04-17

CALF PACER FDS TR10.0K shares0.00%2026-03-312026-04-17

Sponsored

DGRW WISDOMTREE TR5.1K shares-2.62%2026-03-312026-04-17

NFLX NETFLIX INC.4.6K shares15.51%2026-03-312026-04-17

CBOE CBOE GLOBAL MKTS INC1.6K shares4.59%2026-03-312026-04-17

ELV ELEVANCE HEALTH INC FORMERLY1.5K sharesnew addition2026-03-312026-04-17

MBB ISHARES TR4.6K shares38.68%2026-03-312026-04-17

SMDV PROSHARES TR6.3K shares0.82%2026-03-312026-04-17

RDVI FIRST TR EXCHANGE-TRADED FD16.8K shares-0.64%2026-03-312026-04-17

DE DEERE & CO759 shares-0.65%2026-03-312026-04-17

Sponsored

FLO FLOWERS FOODS INC51.8K shares273.29%2026-03-312026-04-17

MGK VANGUARD WORLD FD1.1K shares0.00%2026-03-312026-04-17

SDVY FIRST TR EXCHANGE TRADED FD10.6K shares-3.19%2026-03-312026-04-17

IWY ISHARES TR1.7K shares2.26%2026-03-312026-04-17

SLYV SPDR SERIES TRUST4.3K shares33.70%2026-03-312026-04-17

DFAU DIMENSIONAL ETF TRUST8.8K shares0.00%2026-03-312026-04-17

DFUS DIMENSIONAL ETF TRUST5.5K shares0.00%2026-03-312026-04-17

PAVE GLOBAL X FDS7.7K shares2.70%2026-03-312026-04-17

Sponsored

ET ENERGY TRANSFER L P20.0K shares0.59%2026-03-312026-04-17

JAVA J P MORGAN EXCHANGE TRADED F5.4K shares-23.65%2026-03-312026-04-17

COWG PACER FDS TR11.4K shares18.65%2026-03-312026-04-17

MLPA GLOBAL X FDS7.1K shares-1.56%2026-03-312026-04-17

RTX RTX CORPORATION2.0K shares-1.05%2026-03-312026-04-17

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.1K shares0.09%2026-03-312026-04-17

DBEF DBX ETF TR7.6K shares-1.16%2026-03-312026-04-17

ARTY ISHARES TR8.1K sharesnew addition2026-03-312026-04-17

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD2.3K shares-24.44%2026-03-312026-04-17

EXC EXELON CORP7.6K shares-31.05%2026-03-312026-04-17

KO COCA COLA CO4.9K shares20.72%2026-03-312026-04-17

ACWX ISHARES TR5.4K shares77.64%2026-03-312026-04-17

SPIB SPDR SERIES TRUST11.0K shares36.00%2026-03-312026-04-17

UDIV FRANKLIN TEMPLETON ETF TR7.0K shares2.54%2026-03-312026-04-17

PG PROCTER & GAMBLE CO2.5K shares-4.35%2026-03-312026-04-17

WM WASTE MGMT INC DEL1.6K shares3.18%2026-03-312026-04-17

Sponsored

PCY INVESCO EXCH TRADED FD TR II16.8K shares-56.41%2026-03-312026-04-17

FMB FIRST TR EXCH TRADED FD III6.9K sharesnew addition2026-03-312026-04-17

SLYG SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-04-17

IXUS ISHARES TR4.0K shares13.17%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F6.7K shares20.76%2026-03-312026-04-17

HP INC HP INC17.9K sharesnew addition2026-03-312026-04-17

HPE HEWLETT PACKARD ENTERPRISE C14.1K shares-53.42%2026-03-312026-04-17

CMI CUMMINS INC608 shares0.50%2026-03-312026-04-17

Sponsored

NEM NEWMONT CORP3.0K shares6.90%2026-03-312026-04-17

DBMF LITMAN GREGORY FDS TR10.8K sharesnew addition2026-03-312026-04-17

AXON AXON ENTERPRISE INC762 shares-17.53%2026-03-312026-04-17

XAR SPDR SERIES TRUST1.3K shares7.25%2026-03-312026-04-17

GIS GENERAL MILLS INC8.7K sharesnew addition2026-03-312026-04-17

IWN ISHARES TR1.7K shares-32.32%2026-03-312026-04-17

KHC KRAFT HEINZ CO14.3K sharesnew addition2026-03-312026-04-17

VTIP VANGUARD MALVERN FDS6.3K sharesnew addition2026-03-312026-04-17

Sponsored

VCIT VANGUARD SCOTTSDALE FDS3.8K shares14.61%2026-03-312026-04-17

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares0.63%2026-03-312026-04-17

KNG FIRST TR EXCHANGE-TRADED FD6.4K shares-5.53%2026-03-312026-04-17

CGON CG ONCOLOGY INC4.6K sharesnew addition2026-03-312026-04-17

TMFC RBB FD INC4.7K shares17.47%2026-03-312026-04-17

CCJ CAMECO CORP2.8K shares-24.56%2026-03-312026-04-17

SO SOUTHERN CO3.2K shares-3.62%2026-03-312026-04-17

ESGU ISHARES TR2.1K shares-0.80%2026-03-312026-04-17

Sponsored

DRS LEONARDO DRS INC6.7K shares0.00%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND639 shares-2.29%2026-03-312026-04-17

IDMO INVESCO EXCH TRADED FD TR II5.2K shares-9.51%2026-03-312026-04-17

COPX GLOBAL X FDS3.8K sharesnew addition2026-03-312026-04-17

SM SM ENERGY COMPANY9.1K sharesnew addition2026-03-312026-04-17

IGF ISHARES TR4.2K sharesnew addition2026-03-312026-04-17

HWM HOWMET AEROSPACE INC1.2K shares14.03%2026-03-312026-04-17

T AT&T INC9.7K shares-23.12%2026-03-312026-04-17

Sponsored

PDBC INVESCO ACTVELY MNGD ETC FD15.6K sharesnew addition2026-03-312026-04-17

DIVB ISHARES TR5.0K sharesnew addition2026-03-312026-04-17

SPYG SPDR SERIES TRUST2.7K shares-20.66%2026-03-312026-04-17

FPE FIRST TR EXCH TRADED FD III14.6K sharesnew addition2026-03-312026-04-17

HYG ISHARES TR3.2K shares20.86%2026-03-312026-04-17

KNGZ FIRST TR EXCHANGE TRADED FD7.1K shares19.71%2026-03-312026-04-17

TMUS T-MOBILE US INC1.2K shares1.16%2026-03-312026-04-17

PWB INVESCO EXCHANGE TRADED FD T2.0K shares-6.04%2026-03-312026-04-17

Sponsored

VDE VANGUARD WORLD FD1.5K shares-20.50%2026-03-312026-04-17

FVD FIRST TR EXCHANGE-TRADED FD5.4K shares1.52%2026-03-312026-04-17

EDIV SPDR INDEX SHS FDS6.4K sharesnew addition2026-03-312026-04-17

PWR QUANTA SVCS INC458 sharesnew addition2026-03-312026-04-17

NXPI NXP SEMICONDUCTORS N V1.3K shares11.40%2026-03-312026-04-17

VXF VANGUARD INDEX FDS1.2K shares-2.81%2026-03-312026-04-17

SMMU PIMCO ETF TR4.9K shares0.00%2026-03-312026-04-17

PSLV SPROTT ASSET MANAGEMENT LP10.1K shares-28.58%2026-03-312026-04-17

Sponsored

UTG REAVES UTIL INCOME FD6.2K sharesnew addition2026-03-312026-04-17

LNT ALLIANT ENERGY CORP3.4K shares0.00%2026-03-312026-04-17

VUG VANGUARD INDEX FDS553 shares-14.79%2026-03-312026-04-17

FTXL FIRST TR EXCHANGE TRADED FD1.6K shares-2.15%2026-03-312026-04-17

AXP AMERICAN EXPRESS CO797 shares-8.81%2026-03-312026-04-17

CAH CARDINAL HEALTH INC1.1K shares-15.49%2026-03-312026-04-17

ROCKET LAB CORP ROCKET LAB CORP3.7K shares-4.62%2026-03-312026-04-17

AEE AMEREN CORP2.2K shares2.56%2026-03-312026-04-17

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD14.1K shares-18.08%2026-03-312026-04-17

NET CLOUDFLARE INC1.1K shares-4.67%2026-03-312026-04-17

TMDX TRANSMEDICS GROUP INC2.3K shares5.07%2026-03-312026-04-17

BAC BANK AMERICA CORP4.7K shares3.42%2026-03-312026-04-17

KNSL KINSALE CAP GROUP INC671 shares0.00%2026-03-312026-04-17

NI NISOURCE INC4.9K shares0.00%2026-03-312026-04-17

SNOW SNOWFLAKE INC1.5K shares-1.43%2026-03-312026-04-17

EFV ISHARES TR3.1K shares7.39%2026-03-312026-04-17

Sponsored

MU MICRON TECHNOLOGY INC674 sharesnew addition2026-03-312026-04-17

AIVC AMPLIFY ETF TR3.3K sharesnew addition2026-03-312026-04-17

AVUV AMERICAN CENTY ETF TR2.1K shares-9.28%2026-03-312026-04-17

IJT ISHARES TR1.6K shares0.06%2026-03-312026-04-17

BIL SPDR SERIES TRUST2.5K shares0.53%2026-03-312026-04-17

BKGI BNY MELLON ETF TRUST5.0K sharesnew addition2026-03-312026-04-17

DFAI DIMENSIONAL ETF TRUST5.8K shares-20.58%2026-03-312026-04-17

AMD ADVANCED MICRO DEVICES INC1.1K shares8.24%2026-03-312026-04-17

Sponsored

NORW GLOBAL X FDS5.8K sharesnew addition2026-03-312026-04-17

EME EMCOR GROUP INC297 sharesnew addition2026-03-312026-04-17

QINT AMERICAN CENTY ETF TR3.3K sharesnew addition2026-03-312026-04-17

MS MORGAN STANLEY1.3K shares2.56%2026-03-312026-04-17

MELI MERCADOLIBRE INC122 shares5.17%2026-03-312026-04-17

TERN TERNS PHARMACEUTICALS INC4.0K sharesnew addition2026-03-312026-04-17

ECOW PACER FDS TR7.7K sharesnew addition2026-03-312026-04-17

FUMB FIRST TR EXCH TRADED FD III10.1K shares0.00%2026-03-312026-04-17

Sponsored

DUHP DIMENSIONAL ETF TRUST5.5K shares1.30%2026-03-312026-04-17

KRP KIMBELL RTY PARTNERS LP12.5K shares0.00%2026-03-312026-04-17

HBAN HUNTINGTON BANCSHARES INC10.7K shares0.00%2026-03-312026-04-17

AES AES CORP10.7K shares-7.23%2026-03-312026-04-17

NEA NUVEEN AMT FREE QLTY MUN INC11.3K shares0.00%2026-03-312026-04-17

PALISADE BIO INC PALISADE BIO INC27.0K shares-9.80%2026-03-312026-04-17

OVID OVID THERAPEUTICS INC21.0K shares-26.66%2026-03-312026-04-17

SPYM

SPDR SERIES TRUST

51.68%

Shares240.6K

Event2026-03-31

Filed2026-04-17

BILS

SPDR SERIES TRUST

49.92%

Shares96.7K

Event2026-03-31

Filed2026-04-17

RWL

INVESCO EXCH TRADED FD TR II

3.16%

Shares78.7K

Event2026-03-31

Filed2026-04-17

RDVY

FIRST TR EXCHANGE TRADED FD

2.08%

Shares121.8K

Event2026-03-31

Filed2026-04-17

JAAA

JANUS DETROIT STR TR

-21.58%

Shares153.7K

Event2026-03-31

Filed2026-04-17

USFR

WISDOMTREE TR

0.05%

Shares137.0K

Event2026-03-31

Filed2026-04-17

VBR

VANGUARD INDEX FDS

-23.87%

Shares30.8K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-1.64%

Shares26.3K

Event2026-03-31

Filed2026-04-17

SPDW

SPDR INDEX SHS FDS

18.67%

Shares145.6K

Event2026-03-31

Filed2026-04-17

FNDF

SCHWAB STRATEGIC TR

15.49%

Shares132.8K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-0.55%

Shares36.8K

Event2026-03-31

Filed2026-04-17

SPYD

SPDR SERIES TRUST

-24.13%

Shares134.6K

Event2026-03-31

Filed2026-04-17

CGGR

CAPITAL GROUP GROWTH ETF

6.43%

Shares151.1K

Event2026-03-31

Filed2026-04-17

IMFL

INVESCO EXCH TRD SLF IDX FD

4.22%

Shares190.0K

Event2026-03-31

Filed2026-04-17

QQQM

INVESCO EXCH TRADED FD TR II

0.27%

Shares25.2K

Event2026-03-31

Filed2026-04-17

VGLT

VANGUARD SCOTTSDALE FDS

609.41%

Shares106.1K

Event2026-03-31

Filed2026-04-17

XCEM

COLUMBIA ETF TR II

8.36%

Shares139.1K

Event2026-03-31

Filed2026-04-17

IWF

ISHARES TR

-1.57%

Shares12.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-4.04%

Shares18.5K

Event2026-03-31

Filed2026-04-17

SPAB

SPDR SERIES TRUST

-1.67%

Shares195.2K

Event2026-03-31

Filed2026-04-17

CGMU

CAPITAL GRP FIXED INCM ETF T

13.23%

Shares179.6K

Event2026-03-31

Filed2026-04-17

UCON

FIRST TR EXCHNG TRADED FD VI

1.32%

Shares184.6K

Event2026-03-31

Filed2026-04-17

DFAT

DIMENSIONAL ETF TRUST

New

Shares72.3K

Event2026-03-31

Filed2026-04-17

VRIG

INVESCO ACTIVELY MANAGED EXC

-2.70%

Shares178.1K

Event2026-03-31

Filed2026-04-17

GSY

INVESCO ACTIVELY MANAGED EXC

114.07%

Shares88.1K

Event2026-03-31

Filed2026-04-17

FDL

FIRST TR EXCHANGE-TRADED FD

15.11%

Shares86.0K

Event2026-03-31

Filed2026-04-17

GTO

INVESCO ACTIVELY MANAGED EXC

-6.20%

Shares89.8K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-1.46%

Shares6.3K

Event2026-03-31

Filed2026-04-17

DFAC

DIMENSIONAL ETF TRUST

2.44%

Shares104.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-1.69%

Shares10.7K

Event2026-03-31

Filed2026-04-17

PKW

INVESCO EXCHANGE TRADED FD T

1179.66%

Shares29.6K

Event2026-03-31

Filed2026-04-17

CGSM

CAPITAL GRP FIXED INCM ETF T

16.44%

Shares140.4K

Event2026-03-31

Filed2026-04-17

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares5

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

1.38%

Shares11.9K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

2.26%

Shares15.6K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-2.02%

Shares6.8K

Event2026-03-31

Filed2026-04-17

CAT

CATERPILLAR INC

4.15%

Shares4.6K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-4.17%

Shares7.5K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

0.35%

Shares4.8K

Event2026-03-31

Filed2026-04-17

CGMS

CAPITAL GRP FIXED INCM ETF T

0.44%

Shares111.0K

Event2026-03-31

Filed2026-04-17

JMEE

J P MORGAN EXCHANGE TRADED F

22.55%

Shares44.6K

Event2026-03-31

Filed2026-04-17

WMT

WALMART INC

-1.08%

Shares23.1K

Event2026-03-31

Filed2026-04-17

ICLO

INVESCO ACTIVELY MANAGED EXC

New

Shares111.1K

Event2026-03-31

Filed2026-04-17

CGDV

CAPITAL GROUP DIVIDEND VALUE

-1.79%

Shares65.4K

Event2026-03-31

Filed2026-04-17

SPYV

SPDR SERIES TRUST

-3.15%

Shares45.7K

Event2026-03-31

Filed2026-04-17

DES

WISDOMTREE TR

104.42%

Shares71.2K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

2.64%

Shares7.8K

Event2026-03-31

Filed2026-04-17

SPMD

SPDR SERIES TRUST

-23.57%

Shares42.0K

Event2026-03-31

Filed2026-04-17

FLMI

FRANKLIN TEMPLETON ETF TR

20.14%

Shares100.2K

Event2026-03-31

Filed2026-04-17

XMPT

VANECK ETF TRUST

20.43%

Shares113.4K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-1.92%

Shares4.2K

Event2026-03-31

Filed2026-04-17

MLN

VANECK ETF TRUST

17.94%

Shares138.2K

Event2026-03-31

Filed2026-04-17

TFLO

ISHARES TR

8.63%

Shares46.2K

Event2026-03-31

Filed2026-04-17

ARISTA NETWORKS INC

1.52%

Shares17.3K

Event2026-03-31

Filed2026-04-17

GWX

SPDR INDEX SHS FDS

-19.94%

Shares49.7K

Event2026-03-31

Filed2026-04-17

ENB

ENBRIDGE INC

0.01%

Shares38.4K

Event2026-03-31

Filed2026-04-17

IWP

ISHARES TR

-4.02%

Shares15.9K

Event2026-03-31

Filed2026-04-17

NFLT

ETFIS SER TR I

18.60%

Shares89.1K

Event2026-03-31

Filed2026-04-17

VRT

VERTIV HOLDINGS CO

-33.50%

Shares8.0K

Event2026-03-31

Filed2026-04-17

MDIV

FIRST TR EXCHANGE TRADED FD

2.10%

Shares117.9K

Event2026-03-31

Filed2026-04-17

UPS

UNITED PARCEL SVCS INC

-40.72%

Shares18.8K

Event2026-03-31

Filed2026-04-17

DOMINION ENERGY INC

1.21%

Shares29.8K

Event2026-03-31

Filed2026-04-17

JOET

VIRTUS ETF TR II

-3.58%

Shares45.7K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-6.36%

Shares28.4K

Event2026-03-31

Filed2026-04-17

DFAX

DIMENSIONAL ETF TRUST

2.56%

Shares53.3K

Event2026-03-31

Filed2026-04-17

JBBB

JANUS DETROIT STR TR

-8.57%

Shares38.5K

Event2026-03-31

Filed2026-04-17

ANGL

VANECK ETF TRUST

-3.58%

Shares61.4K

Event2026-03-31

Filed2026-04-17

INTC

INTEL CORP

-22.09%

Shares39.2K

Event2026-03-31

Filed2026-04-17

CVX

CHEVRON CORPORATION

3.93%

Shares7.9K

Event2026-03-31

Filed2026-04-17

AIRR

FIRST TR EXCHANGE TRADED FD

-1.40%

Shares14.5K

Event2026-03-31

Filed2026-04-17

AVEM

AMERICAN CENTY ETF TR

79.08%

Shares19.6K

Event2026-03-31

Filed2026-04-17

SPHQ

INVESCO EXCHANGE TRADED FD T

46.93%

Shares20.3K

Event2026-03-31

Filed2026-04-17

OKE

ONEOK INC NEW

0.27%

Shares16.6K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-6.73%

Shares4.0K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

2.39%

Shares6.8K

Event2026-03-31

Filed2026-04-17

XLK

SELECT SECTOR SPDR TR

0.40%

Shares10.8K

Event2026-03-31

Filed2026-04-17

QUAL

ISHARES TR

-23.25%

Shares7.4K

Event2026-03-31

Filed2026-04-17

CHUBB LTD SWITZ

2.73%

Shares4.4K

Event2026-03-31

Filed2026-04-17

IEFA

ISHARES TR

107.45%

Shares15.7K

Event2026-03-31

Filed2026-04-17

ISHARES GOLD TR

-4.89%

Shares14.8K

Event2026-03-31

Filed2026-04-17

VONV

VANGUARD SCOTTSDALE FDS

87.19%

Shares13.6K

Event2026-03-31

Filed2026-04-17

AVDV

AMERICAN CENTY ETF TR

166.19%

Shares12.3K

Event2026-03-31

Filed2026-04-17

IUSG

ISHARES TR

111.41%

Shares7.9K

Event2026-03-31

Filed2026-04-17

LONZ

PIMCO ETF TR

9.39%

Shares24.9K

Event2026-03-31

Filed2026-04-17

JPST

J P MORGAN EXCHANGE TRADED F

21.36%

Shares24.1K

Event2026-03-31

Filed2026-04-17

SHOP

SHOPIFY INC

104.50%

Shares10.1K

Event2026-03-31

Filed2026-04-17

NOBL

PROSHARES TR

5.12%

Shares11.1K

Event2026-03-31

Filed2026-04-17

VERIZON COMMUNICATIONS INC

-65.48%

Shares23.3K

Event2026-03-31

Filed2026-04-17

PRU

PRUDENTIAL FINL INC

4.41%

Shares11.9K

Event2026-03-31

Filed2026-04-17

GOVI

INVESCO EXCH TRADED FD TR II

-70.41%

Shares42.4K

Event2026-03-31

Filed2026-04-17

AMGN

AMGEN INC

-62.05%

Shares3.2K

Event2026-03-31

Filed2026-04-17

COWZ

PACER FDS TR

0.76%

Shares18.0K

Event2026-03-31

Filed2026-04-17

LINDE PLC

1.57%

Shares2.3K

Event2026-03-31

Filed2026-04-17

CGGO

CAPITAL GROUP GBL GROWTH EQT

-25.62%

Shares33.7K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

1.21%

Shares6.5K

Event2026-03-31

Filed2026-04-17

TUSI

TOUCHSTONE ETF TRUST

-0.41%

Shares43.6K

Event2026-03-31

Filed2026-04-17

TSM

TAIWAN SEMICONDUCTOR MANUFAC

149.22%

Shares3.2K

Event2026-03-31

Filed2026-04-17

ALL

ALLSTATE CORP

1.49%

Shares5.2K

Event2026-03-31

Filed2026-04-17

SCHG

SCHWAB STRATEGIC TR

16.27%

Shares36.4K

Event2026-03-31

Filed2026-04-17

LVHI

LEGG MASON ETF INVT

96.41%

Shares25.9K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

4.11%

Shares1.7K

Event2026-03-31

Filed2026-04-17

BKLN

INVESCO EXCH TRADED FD TR II

-2.96%

Shares50.3K

Event2026-03-31

Filed2026-04-17

MEAR

ISHARES U S ETF TR

-3.67%

Shares20.3K

Event2026-03-31

Filed2026-04-17

BBIO

BRIDGEBIO PHARMA INC

133.44%

Shares13.7K

Event2026-03-31

Filed2026-04-17

IUSV

ISHARES TR

115.10%

Shares9.9K

Event2026-03-31

Filed2026-04-17

PPA

INVESCO EXCHANGE TRADED FD T

-0.66%

Shares6.0K

Event2026-03-31

Filed2026-04-17

PFE

PFIZER INC

-0.54%

Shares35.3K

Event2026-03-31

Filed2026-04-17

JNJ

JOHNSON & JOHNSON

5.53%

Shares4.0K

Event2026-03-31

Filed2026-04-17