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The Analysis of Tranquilli Financial Advisor LLC's Holdings & P&L

Currently, Tranquilli Financial Advisor LLC holds 132 types of securities in its portfolio with a total value $171.2M. In the most recent quarter, they have increased their positions in VNQ (+26.7K shares, valued at $2.4M), FLRN (+76.3K shares, valued at $2.3M), VCSH (+29.6K shares, valued at $2.3M); decreased their positions in VGT (-3.6K shares, valued at $2.5M), VOX (-13.7K shares, valued at $2.5M), VCR (-6.6K shares, valued at $2.4M); initiated new positions in FLRN (+76.3K shares, valued at $2.3M), VCSH (+29.6K shares, valued at $2.3M), VGSH (+40.0K shares, valued at $2.3M).

1M P&L

+2.2M+1.32%

3M P&L

+3.1M+1.88%

HY P&L

-3.0M-1.80%

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/A125.5M

80.1%

2Banks - Diversified3.2M

2.0%

3Software - Infrastructure2.2M

1.4%

Top Industries by Stock Count

1N/A61 stocks

51.3%

2Banks - Diversified6 stocks

5.0%

3Drug Manufacturers - General3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST112.7K shares0.74%2026-03-312026-05-11

DFAX DIMENSIONAL ETF TRUST284.4K shares4.48%2026-03-312026-05-11

IDEV ISHARES TR68.7K shares-7.37%2026-03-312026-05-11

BIL SPDR SERIES TRUST58.0K shares75.48%2026-03-312026-05-11

DFAC DIMENSIONAL ETF TRUST125.4K shares4.97%2026-03-312026-05-11

VDE VANGUARD WORLD FD27.4K shares2.72%2026-03-312026-05-11

SPDW SPDR INDEX SHS FDS96.7K shares-11.58%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T20.6K shares-4.25%2026-03-312026-05-11

Sponsored

VPU VANGUARD WORLD FD19.8K shares-0.08%2026-03-312026-05-11

VAW VANGUARD WORLD FD16.5K shares-1.25%2026-03-312026-05-11

VDC VANGUARD WORLD FD16.4K shares3.49%2026-03-312026-05-11

VHT VANGUARD WORLD FD13.3K shares-6.37%2026-03-312026-05-11

VIS VANGUARD WORLD FD11.6K shares-5.92%2026-03-312026-05-11

SPEM SPDR INDEX SHS FDS76.4K shares-6.95%2026-03-312026-05-11

SPY STATE STR SPDR S&P 500 ETF T5.5K shares9.85%2026-03-312026-05-11

VNQ VANGUARD INDEX FDS38.5K shares224.38%2026-03-312026-05-11

Sponsored

IEI ISHARES TR25.9K shares5.47%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR5.3K shares-1.06%2026-03-312026-05-11

VTIP VANGUARD MALVERN FDS60.8K shares127.45%2026-03-312026-05-11

SPYV SPDR SERIES TRUST51.6K shares-10.00%2026-03-312026-05-11

PYLD PIMCO ETF TR101.7K shares9.09%2026-03-312026-05-11

IGIB ISHARES TR47.7K shares-6.58%2026-03-312026-05-11

FLRN SPDR SERIES TRUST76.3K sharesnew addition2026-03-312026-05-11

VCSH VANGUARD SCOTTSDALE FDS29.6K sharesnew addition2026-03-312026-05-11

Sponsored

VGSH VANGUARD SCOTTSDALE FDS40.0K sharesnew addition2026-03-312026-05-11

USMV ISHARES TR21.3K shares-6.09%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares3.32%2026-03-312026-05-11

BKNG BOOKING HOLDINGS INC395 shares23.82%2026-03-312026-05-11

MSFT MICROSOFT CORP4.4K shares28.31%2026-03-312026-05-11

IGLB ISHARES TR32.4K shares35.67%2026-03-312026-05-11

ALPHABET INC ALPHABET INC5.6K shares-9.91%2026-03-312026-05-11

META META PLATFORMS INC2.6K shares1.81%2026-03-312026-05-11

Sponsored

BNDX VANGUARD CHARLOTTE FDS30.4K shares8.43%2026-03-312026-05-11

SCHW SCHWAB CHARLES CORP15.3K shares-1.76%2026-03-312026-05-11

AMZN AMAZON COM INC6.4K shares15.81%2026-03-312026-05-11

QUAL ISHARES TR6.7K shares-6.50%2026-03-312026-05-11

PM PHILIP MORRIS INTL INC7.7K shares-3.77%2026-03-312026-05-11

GLD SPDR GOLD TR2.9K shares4.45%2026-03-312026-05-11

TOTL SSGA ACTIVE ETF TR30.1K shares-26.25%2026-03-312026-05-11

VGT VANGUARD WORLD FD1.7K shares-68.23%2026-03-312026-05-11

Sponsored

VOX VANGUARD WORLD FD6.3K shares-68.53%2026-03-312026-05-11

EFA ISHARES TR11.6K shares4.84%2026-03-312026-05-11

WFC WELLS FARGO & CO13.4K shares-12.03%2026-03-312026-05-11

VFH VANGUARD WORLD FD8.7K shares-68.09%2026-03-312026-05-11

VCR VANGUARD WORLD FD2.9K shares-69.63%2026-03-312026-05-11

EEM ISHARES TR18.1K shares4.69%2026-03-312026-05-11

XOM EXXON MOBIL CORP5.9K shares17.85%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO3.3K shares-10.90%2026-03-312026-05-11

Sponsored

AMAT APPLIED MATLS INC2.8K shares-20.31%2026-03-312026-05-11

DGRO ISHARES TR13.1K shares-2.50%2026-03-312026-05-11

IEMG ISHARES INC13.0K shares-6.07%2026-03-312026-05-11

COP CONOCOPHILLIPS6.7K shares14.27%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares-3.06%2026-03-312026-05-11

V VISA INC2.8K shares29.77%2026-03-312026-05-11

BDX BECTON DICKINSON & CO5.4K shares12.75%2026-03-312026-05-11

CMCSA COMCAST CORP NEW27.6K shares-3.42%2026-03-312026-05-11

Sponsored

BIV VANGUARD BD INDEX FDS10.0K shares-45.50%2026-03-312026-05-11

BLV VANGUARD BD INDEX FDS11.1K shares-44.78%2026-03-312026-05-11

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP2.2K shares22.44%2026-03-312026-05-11

EDV VANGUARD WORLD FD10.6K shares-44.61%2026-03-312026-05-11

MTBA SIMPLIFY EXCHANGE TRADED FUN13.5K shares-1.16%2026-03-312026-05-11

PMBS PIMCO ETF TR13.4K sharesnew addition2026-03-312026-05-11

TIP ISHARES TR6.0K shares-1.02%2026-03-312026-05-11

JMBS JANUS DETROIT STR TR14.7K shares-39.14%2026-03-312026-05-11

Sponsored

BOND PIMCO ETF TR7.2K shares-2.46%2026-03-312026-05-11

ALPHABET INC ALPHABET INC2.3K shares-11.38%2026-03-312026-05-11

ENB ENBRIDGE INC11.9K shares2.56%2026-03-312026-05-11

MEDTRONIC PLC MEDTRONIC PLC7.1K shares-0.58%2026-03-312026-05-11

ELV ELEVANCE HEALTH INC FORMERLY2.1K shares25.84%2026-03-312026-05-11

ADI ANALOG DEVICES INC1.8K shares-21.21%2026-03-312026-05-11

OMC OMNICOM GROUP INC7.5K shares-1.79%2026-03-312026-05-11

SHLD GLOBAL X FDS7.8K shares4.19%2026-03-312026-05-11

Sponsored

AVUV AMERICAN CENTY ETF TR5.0K shares5.03%2026-03-312026-05-11

TLT ISHARES TR6.3K sharesnew addition2026-03-312026-05-11

GSK PLC GSK PLC9.3K shares7.82%2026-03-312026-05-11

UNILEVER PLC UNILEVER PLC8.8K shares-1.80%2026-03-312026-05-11

NVS NOVARTIS AG3.1K shares-26.87%2026-03-312026-05-11

YUMC YUM CHINA HLDGS INC9.5K shares8.27%2026-03-312026-05-11

BK BANK NEW YORK MELLON CORP3.9K shares-21.57%2026-03-312026-05-11

EWW ISHARES INC6.1K shares4.87%2026-03-312026-05-11

Sponsored

KBWB INVESCO EXCH TRADED FD TR II5.7K shares0.99%2026-03-312026-05-11

AVDV AMERICAN CENTY ETF TR4.5K shares-6.44%2026-03-312026-05-11

IHI ISHARES TR8.2K shares5.17%2026-03-312026-05-11

EWC ISHARES INC7.8K shares5.23%2026-03-312026-05-11

SNY SANOFI SA8.7K shares-0.34%2026-03-312026-05-11

RTO RENTOKIL INITIAL PLC13.3K shares3.10%2026-03-312026-05-11

LYG LLOYDS BANKING GROUP PLC80.2K shares-11.03%2026-03-312026-05-11

WH WYNDHAM HOTELS & RESORTS INC4.9K shares10.02%2026-03-312026-05-11

Sponsored

SBUX STARBUCKS CORP4.4K shares-1.65%2026-03-312026-05-11

ALLE ALLEGION PLC2.7K shares7.31%2026-03-312026-05-11

IQV IQVIA HLDGS INC2.3K shares-0.83%2026-03-312026-05-11

XLF SELECT SECTOR SPDR TR7.8K shares5.95%2026-03-312026-05-11

MCK MCKESSON CORP433 shares-30.16%2026-03-312026-05-11

FANG DIAMONDBACK ENERGY INC1.8K shares2.45%2026-03-312026-05-11

AON PLC AON PLC1.1K sharesnew addition2026-03-312026-05-11

XBI SPDR SERIES TRUST2.8K shares5.27%2026-03-312026-05-11

Sponsored

BBEU J P MORGAN EXCHANGE TRADED F4.7K shares-1.61%2026-03-312026-05-11

IGV ISHARES TR4.3K shares44.12%2026-03-312026-05-11

EWJ ISHARES INC4.0K shares-1.92%2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR3.0K shares4.53%2026-03-312026-05-11

KRE SPDR SERIES TRUST5.2K shares0.90%2026-03-312026-05-11

TOPT ISHARES TR11.7K shares4.26%2026-03-312026-05-11

QCOM QUALCOMM INC2.6K shares2.95%2026-03-312026-05-11

RTX RTX CORPORATION1.7K shares-35.97%2026-03-312026-05-11

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.1K shares-4.15%2026-03-312026-05-11

AMRZ AMRIZE LTD5.5K sharesnew addition2026-03-312026-05-11

BABA ALIBABA GROUP HLDG LTD2.4K shares11.60%2026-03-312026-05-11

ZTS ZOETIS INC2.5K sharesnew addition2026-03-312026-05-11

COOPER COS INC COOPER COS INC4.0K shares5.54%2026-03-312026-05-11

PEP PEPSICO INC1.8K shares0.11%2026-03-312026-05-11

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K sharesnew addition2026-03-312026-05-11

VRSN VERISIGN INC1.1K shares29.82%2026-03-312026-05-11

Sponsored

MA MASTERCARD INCORPORATED559 shares-2.78%2026-03-312026-05-11

AMGN AMGEN INC785 shares-1.26%2026-03-312026-05-11

WMG WARNER MUSIC GROUP CORP10.7K shares29.58%2026-03-312026-05-11

DIS DISNEY WALT CO2.7K shares-0.04%2026-03-312026-05-11

KO COCA COLA CO3.4K sharesnew addition2026-03-312026-05-11

ORCL ORACLE CORP1.7K shares4.53%2026-03-312026-05-11

WMT WALMART INC2.0K shares6.16%2026-03-312026-05-11

HSBC HSBC HLDGS PLC2.9K shares-3.38%2026-03-312026-05-11

Sponsored

TMO THERMO FISHER SCIENTIFIC INC466 sharesnew addition2026-03-312026-05-11

INGR INGREDION INC2.0K shares3.49%2026-03-312026-05-11

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC974 sharesnew addition2026-03-312026-05-11

LAMR LAMAR ADVERTISING CO1.7K shares-1.69%2026-03-312026-05-11

TIGO MILLICOM INTL CELLULAR S A2.9K sharesnew addition2026-03-312026-05-11

SMFG SUMITOMO MITSUI FIN GRP INC10.9K sharesnew addition2026-03-312026-05-11

CVS CVS HEALTH CORP2.9K shares2.90%2026-03-312026-05-11

SCI SERVICE CORP INTL2.5K sharesnew addition2026-03-312026-05-11

Sponsored

BR BROADRIDGE FINL SOLUTIONS IN1.2K sharesnew addition2026-03-312026-05-11

BCS BARCLAYS PLC9.6K shares8.21%2026-03-312026-05-11

ABEV AMBEV SA42.1K shares20.63%2026-03-312026-05-11

MFG MIZUHO FINANCIAL GROUP INC13.2K shares26.28%2026-03-312026-05-11

SPYG

SPDR SERIES TRUST

0.74%

Shares112.7K

Event2026-03-31

Filed2026-05-11

DFAX

DIMENSIONAL ETF TRUST

4.48%

Shares284.4K

Event2026-03-31

Filed2026-05-11

IDEV

ISHARES TR

-7.37%

Shares68.7K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

75.48%

Shares58.0K

Event2026-03-31

Filed2026-05-11

DFAC

DIMENSIONAL ETF TRUST

4.97%

Shares125.4K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD WORLD FD

2.72%

Shares27.4K

Event2026-03-31

Filed2026-05-11

SPDW

SPDR INDEX SHS FDS

-11.58%

Shares96.7K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

-4.25%

Shares20.6K

Event2026-03-31

Filed2026-05-11

VPU

VANGUARD WORLD FD

-0.08%

Shares19.8K

Event2026-03-31

Filed2026-05-11

VAW

VANGUARD WORLD FD

-1.25%

Shares16.5K

Event2026-03-31

Filed2026-05-11

VDC

VANGUARD WORLD FD

3.49%

Shares16.4K

Event2026-03-31

Filed2026-05-11

VHT

VANGUARD WORLD FD

-6.37%

Shares13.3K

Event2026-03-31

Filed2026-05-11

VIS

VANGUARD WORLD FD

-5.92%

Shares11.6K

Event2026-03-31

Filed2026-05-11

SPEM

SPDR INDEX SHS FDS

-6.95%

Shares76.4K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

9.85%

Shares5.5K

Event2026-03-31

Filed2026-05-11

VNQ

VANGUARD INDEX FDS

224.38%

Shares38.5K

Event2026-03-31

Filed2026-05-11

IEI

ISHARES TR

5.47%

Shares25.9K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-1.06%

Shares5.3K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

127.45%

Shares60.8K

Event2026-03-31

Filed2026-05-11

SPYV

SPDR SERIES TRUST

-10.00%

Shares51.6K

Event2026-03-31

Filed2026-05-11

PYLD

PIMCO ETF TR

9.09%

Shares101.7K

Event2026-03-31

Filed2026-05-11

IGIB

ISHARES TR

-6.58%

Shares47.7K

Event2026-03-31

Filed2026-05-11

FLRN

SPDR SERIES TRUST

New

Shares76.3K

Event2026-03-31

Filed2026-05-11

VCSH

VANGUARD SCOTTSDALE FDS

New

Shares29.6K

Event2026-03-31

Filed2026-05-11

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares40.0K

Event2026-03-31

Filed2026-05-11

USMV

ISHARES TR

-6.09%

Shares21.3K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

3.32%

Shares3.9K

Event2026-03-31

Filed2026-05-11

BKNG

BOOKING HOLDINGS INC

23.82%

Shares395

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

28.31%

Shares4.4K

Event2026-03-31

Filed2026-05-11

IGLB

ISHARES TR

35.67%

Shares32.4K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

-9.91%

Shares5.6K

Event2026-03-31

Filed2026-05-11