Sponsored

The Analysis of TRAPHAGEN INVESTMENT ADVISORS LLC's Holdings & P&L

Currently, TRAPHAGEN INVESTMENT ADVISORS LLC holds 207 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in GFLW (+1.2M shares, valued at $32.2M), FENI (+697.0K shares, valued at $25.9M), FUTY (+328.8K shares, valued at $19.4M); decreased their positions in COWG (-964.9K shares, valued at $32.6M), AVUS (-199.7K shares, valued at $22.2M), GRID (-76.4K shares, valued at $12.5M); initiated new positions in FENI (+697.0K shares, valued at $25.9M), TXXI (+26.0K shares, valued at $1.3M), UBS (+9.7K shares, valued at $380.7K).

1M P&L

+49.3M+3.96%

3M P&L

+64.9M+5.27%

HY P&L

+116.3M+9.86%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A1.0B

86.0%

2Consumer Electronics35.9M

3.0%

3Financial Data & Stock Exchanges23.2M

2.0%

Top Industries by Stock Count

1N/A84 stocks

44.9%

2Drug Manufacturers - General7 stocks

3.7%

3Semiconductors5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR476.4K shares0.71%2026-03-312026-04-22

AVUS AMERICAN CENTY ETF TR1.1M shares-15.93%2026-03-312026-04-22

VFLO VICTORY PORTFOLIOS II2.2M shares-8.79%2026-03-312026-04-22

JSI JANUS DETROIT STR TR1.0M shares14.37%2026-03-312026-04-22

GRID FIRST TR EXCHANGE-TRADED FD280.2K shares-21.42%2026-03-312026-04-22

JAAA JANUS DETROIT STR TR859.9K shares14.72%2026-03-312026-04-22

TPYP TORTOISE CAPITAL SERIES TRUS865.8K shares17.36%2026-03-312026-04-22

AAPL APPLE INC141.4K shares2.09%2026-03-312026-04-22

Sponsored

GFLW VICTORY PORTFOLIOS II1.3M shares1183.64%2026-03-312026-04-22

COWG PACER FDS TR889.0K shares-52.05%2026-03-312026-04-22

FENI FIDELITY COVINGTON TRUST697.0K sharesnew addition2026-03-312026-04-22

SGOV ISHARES TR256.8K shares-2.97%2026-03-312026-04-22

VGIT VANGUARD SCOTTSDALE FDS433.8K shares-2.09%2026-03-312026-04-22

FUTY FIDELITY COVINGTON TRUST397.3K shares480.29%2026-03-312026-04-22

GPZ VANECK ETF TRUST1.0M shares12.86%2026-03-312026-04-22

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD1.2M shares2.08%2026-03-312026-04-22

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS24.1K shares0.21%2026-03-312026-04-22

CME CME GROUP INC48.6K shares0.04%2026-03-312026-04-22

VTI VANGUARD INDEX FDS44.6K shares0.59%2026-03-312026-04-22

SHY ISHARES TR153.1K shares-6.63%2026-03-312026-04-22

BITB BITWISE BITCOIN ETF TR303.2K shares18.48%2026-03-312026-04-22

ALAI THE ALGER ETF TRUST318.8K shares2591.39%2026-03-312026-04-22

BRK.A BERKSHIRE HATHAWAY INC DEL14 shares0.00%2026-03-312026-04-22

ICE INTERCONTINENTAL EXCHANGE IN56.2K shares-0.05%2026-03-312026-04-22

Sponsored

GS GOLDMAN SACHS GROUP INC10.1K shares0.01%2026-03-312026-04-22

SCHD SCHWAB STRATEGIC TR229.8K shares272.41%2026-03-312026-04-22

NVDA NVIDIA CORPORATION39.7K shares1.35%2026-03-312026-04-22

MSFT MICROSOFT CORP15.5K shares0.40%2026-03-312026-04-22

MUB ISHARES TR48.1K shares-7.54%2026-03-312026-04-22

PZA INVESCO EXCH TRADED FD TR II218.3K shares0.84%2026-03-312026-04-22

PEG PUBLIC SVC ENTERPRISE GROUP60.0K shares3.65%2026-03-312026-04-22

GBTC GRAYSCALE BITCOIN TRUST ETF84.6K shares-0.82%2026-03-312026-04-22

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.6K shares-0.14%2026-03-312026-04-22

ALPHABET INC ALPHABET INC13.9K shares-1.18%2026-03-312026-04-22

AMZN AMAZON COM INC19.1K shares-0.45%2026-03-312026-04-22

IGM ISHARES TR33.4K shares-0.36%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO13.5K shares1.08%2026-03-312026-04-22

HD HOME DEPOT INC11.8K shares0.01%2026-03-312026-04-22

COWZ PACER FDS TR53.5K shares-7.82%2026-03-312026-04-22

IBIT ISHARES BITCOIN TRUST ETF86.6K shares47.73%2026-03-312026-04-22

Sponsored

ALPHABET INC ALPHABET INC11.0K shares-8.11%2026-03-312026-04-22

CVX CHEVRON CORPORATION14.4K shares15.62%2026-03-312026-04-22

SCHX SCHWAB STRATEGIC TR111.9K shares0.29%2026-03-312026-04-22

XOM EXXON MOBIL CORP16.6K shares5.73%2026-03-312026-04-22

SPY STATE STR SPDR S&P 500 ETF T4.1K shares6.37%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS INC50.8K shares1.11%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON9.7K shares-2.58%2026-03-312026-04-22

STRV EA SERIES TRUST54.6K shares-0.07%2026-03-312026-04-22

Sponsored

CAT CATERPILLAR INC3.2K shares-1.30%2026-03-312026-04-22

SCHB SCHWAB STRATEGIC TR85.6K shares-0.46%2026-03-312026-04-22

IEI ISHARES TR18.0K shares-10.31%2026-03-312026-04-22

ABBV ABBVIE INC9.6K shares-0.41%2026-03-312026-04-22

VXF VANGUARD INDEX FDS10.0K shares1.04%2026-03-312026-04-22

V VISA INC6.4K shares-0.22%2026-03-312026-04-22

CSCO CISCO SYS INC24.5K shares-0.47%2026-03-312026-04-22

COST COSTCO WHOLESALE CORPORATION1.9K shares3.22%2026-03-312026-04-22

Sponsored

META META PLATFORMS INC3.2K shares-4.58%2026-03-312026-04-22

WMT WALMART INC14.8K shares-0.15%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR3.0K shares13.18%2026-03-312026-04-22

VIG VANGUARD SPECIALIZED FUNDS7.9K shares3.43%2026-03-312026-04-22

GE AEROSPACE GE AEROSPACE5.8K shares4.43%2026-03-312026-04-22

AVUV AMERICAN CENTY ETF TR14.6K shares-1.37%2026-03-312026-04-22

TLTW ISHARES TR69.9K shares47.01%2026-03-312026-04-22

T AT&T INC52.9K shares3.61%2026-03-312026-04-22

Sponsored

FTEC FIDELITY COVINGTON TRUST7.2K shares-2.00%2026-03-312026-04-22

TSLA TESLA INC3.7K shares-2.74%2026-03-312026-04-22

GEV GE VERNOVA INC1.5K shares2.78%2026-03-312026-04-22

ED CONSOLIDATED EDISON INC11.7K shares2.47%2026-03-312026-04-22

TXXI BONDBLOXX ETF TRUST26.0K sharesnew addition2026-03-312026-04-22

LMT LOCKHEED MARTIN CORP2.1K shares-2.33%2026-03-312026-04-22

ORCL ORACLE CORP8.6K shares5.14%2026-03-312026-04-22

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET41.7K shares17.66%2026-03-312026-04-22

Sponsored

MDLZ MONDELEZ INTL INC20.6K shares0.05%2026-03-312026-04-22

LLY ELI LILLY & CO1.3K shares3.19%2026-03-312026-04-22

IJH ISHARES TR16.5K shares-0.60%2026-03-312026-04-22

GINN GOLDMAN SACHS ETF TR15.6K shares-5.75%2026-03-312026-04-22

KO COCA COLA CO13.9K shares1.19%2026-03-312026-04-22

SUSA ISHARES TR7.5K shares0.15%2026-03-312026-04-22

GSLC GOLDMAN SACHS ETF TR7.6K shares2.67%2026-03-312026-04-22

MA MASTERCARD INCORPORATED1.9K shares-1.21%2026-03-312026-04-22

Sponsored

PM PHILIP MORRIS INTL INC5.6K shares0.02%2026-03-312026-04-22

MSTR STRATEGY INC7.3K shares-1.09%2026-03-312026-04-22

VXUS VANGUARD STAR FDS11.6K shares0.07%2026-03-312026-04-22

IBM INTERNATIONAL BUSINESS MACHS3.6K shares-4.08%2026-03-312026-04-22

IWF ISHARES TR2.0K shares6.55%2026-03-312026-04-22

VV VANGUARD INDEX FDS2.9K shares4.22%2026-03-312026-04-22

ESGU ISHARES TR6.1K shares-1.34%2026-03-312026-04-22

ITOT ISHARES TR5.6K shares15.62%2026-03-312026-04-22

Sponsored

VO VANGUARD INDEX FDS2.8K shares-0.07%2026-03-312026-04-22

MERCK & CO INC MERCK & CO INC6.6K shares-7.56%2026-03-312026-04-22

PEP PEPSICO INC5.1K shares0.02%2026-03-312026-04-22

TJX TJX COS INC NEW4.9K shares1.21%2026-03-312026-04-22

ADP AUTOMATIC DATA PROCESSING IN3.9K shares-0.05%2026-03-312026-04-22

HON HONEYWELL INTL INC3.4K shares-0.55%2026-03-312026-04-22

TPL TEXAS PACIFIC LAND CORPORATI1.6K shares0.12%2026-03-312026-04-22

REGN REGENERON PHARMACEUTICALS985 shares2.18%2026-03-312026-04-22

Sponsored

PLTR PALANTIR TECHNOLOGIES INC5.1K shares19.03%2026-03-312026-04-22

KLAC KLA CORP480 shares0.84%2026-03-312026-04-22

EATON CORP PLC EATON CORP PLC1.9K shares0.90%2026-03-312026-04-22

AXP AMERICAN EXPRESS CO2.2K shares-0.79%2026-03-312026-04-22

BAC BANK AMERICA CORP13.5K shares2.96%2026-03-312026-04-22

DIS DISNEY WALT CO6.8K shares-2.99%2026-03-312026-04-22

USMV ISHARES TR7.0K shares-10.42%2026-03-312026-04-22

DIA STATE STR SPDR DOW JONES IND1.4K shares0.58%2026-03-312026-04-22

Sponsored

FELG FIDELITY COVINGTON TRUST17.0K shares-6.64%2026-03-312026-04-22

PFE PFIZER INC22.6K shares-3.34%2026-03-312026-04-22

RTX RTX CORPORATION3.3K shares-0.88%2026-03-312026-04-22

UNP UNION PAC CORP2.6K shares5.17%2026-03-312026-04-22

LOW LOWES COS INC2.6K shares0.49%2026-03-312026-04-22

DFAC DIMENSIONAL ETF TRUST15.9K shares0.25%2026-03-312026-04-22

NFG NATIONAL FUEL GAS CO6.5K shares0.00%2026-03-312026-04-22

APD AIR PRODUCTS AND CHEMICALS I2.0K shares-12.46%2026-03-312026-04-22

Sponsored

TXN TEXAS INSTRS INC3.0K shares0.53%2026-03-312026-04-22

DSI ISHARES TR4.8K shares0.08%2026-03-312026-04-22

BIL SPDR SERIES TRUST6.3K shares-27.34%2026-03-312026-04-22

MGK VANGUARD WORLD FD1.6K shares0.00%2026-03-312026-04-22

PG PROCTER & GAMBLE CO3.8K shares-0.10%2026-03-312026-04-22

BDX BECTON DICKINSON & CO3.5K shares-18.16%2026-03-312026-04-22

VTV VANGUARD INDEX FDS2.8K shares4.43%2026-03-312026-04-22

INTC INTEL CORP12.3K shares11.11%2026-03-312026-04-22

Sponsored

MU MICRON TECHNOLOGY INC1.6K shares3.14%2026-03-312026-04-22

WTW WILLIS TOWERS WATSON PLC LTD1.8K shares0.00%2026-03-312026-04-22

AVLV AMERICAN CENTY ETF TR6.3K shares-9.27%2026-03-312026-04-22

FHLC FIDELITY COVINGTON TRUST7.2K shares-28.50%2026-03-312026-04-22

WFC WELLS FARGO & CO6.4K shares-5.55%2026-03-312026-04-22

CSX CSX CORP11.9K shares-3.98%2026-03-312026-04-22

QQQE DIREXION SHARES ETF TRUST5.0K shares1.16%2026-03-312026-04-22

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.7K shares0.05%2026-03-312026-04-22

Sponsored

BLACKROCK INC BLACKROCK INC498 shares0.81%2026-03-312026-04-22

CRWD CROWDSTRIKE HLDGS INC1.2K shares4.88%2026-03-312026-04-22

AMGN AMGEN INC1.4K shares-2.23%2026-03-312026-04-22

HSY HERSHEY CO2.1K shares9.31%2026-03-312026-04-22

ABT ABBOTT LABORATORIES4.2K shares-0.68%2026-03-312026-04-22

LAM RESEARCH CORP LAM RESEARCH CORP1.9K shares-2.34%2026-03-312026-04-22

NFLX NETFLIX INC.4.2K shares19.02%2026-03-312026-04-22

OUNZ VANECK MERK GOLD ETF9.0K shares34.43%2026-03-312026-04-22

Sponsored

MTB M & T BK CORP1.9K shares49.61%2026-03-312026-04-22

IEF ISHARES TR4.0K shares-24.73%2026-03-312026-04-22

SCHG SCHWAB STRATEGIC TR13.1K shares2.46%2026-03-312026-04-22

UBS UBS GROUP AG9.7K sharesnew addition2026-03-312026-04-22

AMD ADVANCED MICRO DEVICES INC1.9K shares-0.64%2026-03-312026-04-22

BABA ALIBABA GROUP HLDG LTD3.0K shares-0.40%2026-03-312026-04-22

KMI KINDER MORGAN INC DEL11.0K shares0.20%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC3.2K shares1.48%2026-03-312026-04-22

Sponsored

CEG CONSTELLATION ENERGY CORP1.3K shares-1.33%2026-03-312026-04-22

MKL MARKEL GROUP INC182 shares0.00%2026-03-312026-04-22

VGT VANGUARD WORLD FD487 shares0.00%2026-03-312026-04-22

DVY ISHARES TR2.1K shares-8.29%2026-03-312026-04-22

DE DEERE & CO555 shares0.00%2026-03-312026-04-22

FENY FIDELITY COVINGTON TRUST9.0K shares0.55%2026-03-312026-04-22

GLD SPDR GOLD TR707 sharesnew addition2026-03-312026-04-22

VDC VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-04-22

Sponsored

GILD GILEAD SCIENCES INC2.1K shares-26.31%2026-03-312026-04-22

BA BOEING CO1.5K shares-5.33%2026-03-312026-04-22

VLO VALERO ENERGY CORP1.2K sharesnew addition2026-03-312026-04-22

CMI CUMMINS INC551 shares-0.18%2026-03-312026-04-22

UBER UBER TECHNOLOGIES INC4.1K shares2.97%2026-03-312026-04-22

SDY SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-22

MCD MCDONALDS CORP936 shares-5.26%2026-03-312026-04-22

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.5K shares-9.49%2026-03-312026-04-22

Sponsored

ANGL VANECK ETF TRUST10.0K shares1.64%2026-03-312026-04-22

HYMB SPDR SERIES TRUST11.6K shares-15.43%2026-03-312026-04-22

MO ALTRIA GROUP INC4.3K shares-0.94%2026-03-312026-04-22

TKO TKO GROUP HOLDINGS INC1.4K shares-40.90%2026-03-312026-04-22

TGT TARGET CORP2.3K shares0.74%2026-03-312026-04-22

VEU VANGUARD INTL EQUITY INDEX F3.7K shares9.93%2026-03-312026-04-22

SYK STRYKER CORPORATION830 shares2.47%2026-03-312026-04-22

UNILEVER PLC UNILEVER PLC4.8K shares-0.31%2026-03-312026-04-22

Sponsored

CMCSA COMCAST CORP NEW9.4K shares-10.35%2026-03-312026-04-22

SHE SPDR SERIES TRUST2.1K shares-1.19%2026-03-312026-04-22

BROADCOM INC BROADCOM INC848 shares29.86%2026-03-312026-04-22

QUAL ISHARES TR1.3K sharesnew addition2026-03-312026-04-22

FAST FASTENAL CO5.5K shares-33.08%2026-03-312026-04-22

NBIS NEBIUS GROUP N.V.2.5K shares-0.97%2026-03-312026-04-22

GLW CORNING INC1.8K sharesnew addition2026-03-312026-04-22

VUG VANGUARD INDEX FDS556 shares1.46%2026-03-312026-04-22

Sponsored

BKNG BOOKING HOLDINGS INC58 shares-30.12%2026-03-312026-04-22

COP CONOCOPHILLIPS1.8K sharesnew addition2026-03-312026-04-22

MS MORGAN STANLEY1.5K shares7.44%2026-03-312026-04-22

DGRO ISHARES TR3.4K shares3.13%2026-03-312026-04-22

MUJ BLACKROCK MUNIHLDGS NJ QLTY20.3K shares-1.64%2026-03-312026-04-22

BLACKSTONE INC BLACKSTONE INC2.0K shares-12.00%2026-03-312026-04-22

KHC KRAFT HEINZ CO10.1K shares3.81%2026-03-312026-04-22

BR BROADRIDGE FINL SOLUTIONS IN1.4K shares0.07%2026-03-312026-04-22

Sponsored

PHO INVESCO EXCHANGE TRADED FD T3.4K shares-1.63%2026-03-312026-04-22

EAGG ISHARES TR4.7K shares0.23%2026-03-312026-04-22

APH AMPHENOL CORP1.8K shares6.50%2026-03-312026-04-22

SMH VANECK ETF TRUST577 shares-2.37%2026-03-312026-04-22

NOBL PROSHARES TR2.0K shares0.15%2026-03-312026-04-22

BMY BRISTOL-MYERS SQUIBB CO3.5K sharesnew addition2026-03-312026-04-22

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP6.0K sharesnew addition2026-03-312026-04-22

CVS CVS HEALTH CORP2.9K shares0.03%2026-03-312026-04-22

Sponsored

BK BANK NEW YORK MELLON CORP1.7K sharesnew addition2026-03-312026-04-22

UPS UNITED PARCEL SVCS INC2.1K sharesnew addition2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC3.4K sharesnew addition2026-03-312026-04-22

FAN FIRST TR EXCHANGE-TRADED FD8.2K sharesnew addition2026-03-312026-04-22

ESML ISHARES TR4.3K sharesnew addition2026-03-312026-04-22

SCHO SCHWAB STRATEGIC TR8.3K shares-0.04%2026-03-312026-04-22

OWL BLUE OWL CAPITAL INC16.5K sharesnew addition2026-03-312026-04-22

IOVA IOVANCE BIOTHERAPEUTICS INC39.0K shares0.00%2026-03-312026-04-22

Sponsored

SSK ETF OPPORTUNITIES TRUST11.1K sharesnew addition2026-03-312026-04-22

MQY BLACKROCK MUNIYILD QULT FD I11.0K sharesnew addition2026-03-312026-04-22

LUCD LUCID DIAGNOSTICS INC29.3K shares0.00%2026-03-312026-04-22

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC30.8K shares2.67%2026-03-312026-04-22

THM INTERNATIONAL TOWER HILL MIN11.3K shares0.00%2026-03-312026-04-22

RANI RANI THERAPEUTICS HLDGS INC22.0K sharesnew addition2026-03-312026-04-22

OPK OPKO HEALTH INC11.7K shares0.00%2026-03-312026-04-22

IVV

ISHARES TR

0.71%

Shares476.4K

Event2026-03-31

Filed2026-04-22

AVUS

AMERICAN CENTY ETF TR

-15.93%

Shares1.1M

Event2026-03-31

Filed2026-04-22

VFLO

VICTORY PORTFOLIOS II

-8.79%

Shares2.2M

Event2026-03-31

Filed2026-04-22

JSI

JANUS DETROIT STR TR

14.37%

Shares1.0M

Event2026-03-31

Filed2026-04-22

GRID

FIRST TR EXCHANGE-TRADED FD

-21.42%

Shares280.2K

Event2026-03-31

Filed2026-04-22

JAAA

JANUS DETROIT STR TR

14.72%

Shares859.9K

Event2026-03-31

Filed2026-04-22

TPYP

TORTOISE CAPITAL SERIES TRUS

17.36%

Shares865.8K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

2.09%

Shares141.4K

Event2026-03-31

Filed2026-04-22

GFLW

VICTORY PORTFOLIOS II

1183.64%

Shares1.3M

Event2026-03-31

Filed2026-04-22

COWG

PACER FDS TR

-52.05%

Shares889.0K

Event2026-03-31

Filed2026-04-22

FENI

FIDELITY COVINGTON TRUST

New

Shares697.0K

Event2026-03-31

Filed2026-04-22

SGOV

ISHARES TR

-2.97%

Shares256.8K

Event2026-03-31

Filed2026-04-22

VGIT

VANGUARD SCOTTSDALE FDS

-2.09%

Shares433.8K

Event2026-03-31

Filed2026-04-22

FUTY

FIDELITY COVINGTON TRUST

480.29%

Shares397.3K

Event2026-03-31

Filed2026-04-22

GPZ

VANECK ETF TRUST

12.86%

Shares1.0M

Event2026-03-31

Filed2026-04-22

BLUEROCK PVT REAL ESTATE FD

2.08%

Shares1.2M

Event2026-03-31

Filed2026-04-22

VANGUARD INDEX FDS

0.21%

Shares24.1K

Event2026-03-31

Filed2026-04-22

CME

CME GROUP INC

0.04%

Shares48.6K

Event2026-03-31

Filed2026-04-22

VTI

VANGUARD INDEX FDS

0.59%

Shares44.6K

Event2026-03-31

Filed2026-04-22

SHY

ISHARES TR

-6.63%

Shares153.1K

Event2026-03-31

Filed2026-04-22

BITB

BITWISE BITCOIN ETF TR

18.48%

Shares303.2K

Event2026-03-31

Filed2026-04-22

ALAI

THE ALGER ETF TRUST

2591.39%

Shares318.8K

Event2026-03-31

Filed2026-04-22

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares14

Event2026-03-31

Filed2026-04-22

ICE

INTERCONTINENTAL EXCHANGE IN

-0.05%

Shares56.2K

Event2026-03-31

Filed2026-04-22

GOLDMAN SACHS GROUP INC

0.01%

Shares10.1K

Event2026-03-31

Filed2026-04-22

SCHD

SCHWAB STRATEGIC TR

272.41%

Shares229.8K

Event2026-03-31

Filed2026-04-22

NVDA

NVIDIA CORPORATION

1.35%

Shares39.7K

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

0.40%

Shares15.5K

Event2026-03-31

Filed2026-04-22

MUB

ISHARES TR

-7.54%

Shares48.1K

Event2026-03-31

Filed2026-04-22

PZA

INVESCO EXCH TRADED FD TR II

0.84%

Shares218.3K

Event2026-03-31

Filed2026-04-22

PEG

PUBLIC SVC ENTERPRISE GROUP

3.65%

Shares60.0K

Event2026-03-31

Filed2026-04-22

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.82%

Shares84.6K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY INC DEL

-0.14%

Shares8.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.18%

Shares13.9K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON COM INC

-0.45%

Shares19.1K

Event2026-03-31

Filed2026-04-22

IGM

ISHARES TR

-0.36%

Shares33.4K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

1.08%

Shares13.5K

Event2026-03-31

Filed2026-04-22

HOME DEPOT INC

0.01%

Shares11.8K

Event2026-03-31

Filed2026-04-22

COWZ

PACER FDS TR

-7.82%

Shares53.5K

Event2026-03-31

Filed2026-04-22

IBIT

ISHARES BITCOIN TRUST ETF

47.73%

Shares86.6K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-8.11%

Shares11.0K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORPORATION

15.62%

Shares14.4K

Event2026-03-31

Filed2026-04-22

SCHX

SCHWAB STRATEGIC TR

0.29%

Shares111.9K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

5.73%

Shares16.6K

Event2026-03-31

Filed2026-04-22

SPY

STATE STR SPDR S&P 500 ETF T

6.37%

Shares4.1K

Event2026-03-31

Filed2026-04-22

VERIZON COMMUNICATIONS INC

1.11%

Shares50.8K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-2.58%

Shares9.7K

Event2026-03-31

Filed2026-04-22

STRV

EA SERIES TRUST

-0.07%

Shares54.6K

Event2026-03-31

Filed2026-04-22

CAT

CATERPILLAR INC

-1.30%

Shares3.2K

Event2026-03-31

Filed2026-04-22

SCHB

SCHWAB STRATEGIC TR

-0.46%

Shares85.6K

Event2026-03-31

Filed2026-04-22

IEI

ISHARES TR

-10.31%

Shares18.0K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-0.41%

Shares9.6K

Event2026-03-31

Filed2026-04-22

VXF

VANGUARD INDEX FDS

1.04%

Shares10.0K

Event2026-03-31

Filed2026-04-22

VISA INC

-0.22%

Shares6.4K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-0.47%

Shares24.5K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHOLESALE CORPORATION

3.22%

Shares1.9K

Event2026-03-31

Filed2026-04-22