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The Analysis of Triad Wealth Partners, LLC's Holdings & P&L

Currently, Triad Wealth Partners, LLC holds 478 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in CORO (+1.4M shares, valued at $45.7M), GOVT (+1.4M shares, valued at $30.9M), N/A (+47.0K shares, valued at $28.1M); decreased their positions in MGC (-92.9K shares, valued at $22.0M), XISE (-482.5K shares, valued at $14.5M), SCHO (-303.6K shares, valued at $7.4M); initiated new positions in CORO (+1.4M shares, valued at $45.7M), LMUB (+64.3K shares, valued at $3.2M), HDV (+14.7K shares, valued at $2.0M).

1M P&L

+30.7M+2.47%

3M P&L

-10.3M-0.80%

HY P&L

+39.0M+3.16%

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/A937.8M

81.1%

2Semiconductors31.1M

2.7%

3Consumer Electronics20.1M

1.7%

Top Industries by Stock Count

1N/A273 stocks

60.8%

2Software - Application12 stocks

2.7%

3Semiconductors10 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVE ISHARES TR260.3K shares30.59%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS89.9K shares109.57%2026-03-312026-04-16

IVW ISHARES TR470.2K shares74.09%2026-03-312026-04-16

FBND FIDELITY MERRIMACK STR TR1.2M shares20.72%2026-03-312026-04-16

CORO BLACKROCK ETF TRUST1.4M sharesnew addition2026-03-312026-04-16

GOVT ISHARES TR2.0M shares224.66%2026-03-312026-04-16

DYNF BLACKROCK ETF TRUST597.3K shares6.78%2026-03-312026-04-16

BUFR FIRST TR EXCHNG TRADED FD VI943.3K shares-9.65%2026-03-312026-04-16

Sponsored

NVDA NVIDIA CORPORATION135.8K shares59.17%2026-03-312026-04-16

IEMG ISHARES INC333.5K shares-19.30%2026-03-312026-04-16

MBB ISHARES TR214.8K shares42.27%2026-03-312026-04-16

AAPL APPLE INC79.1K shares8.59%2026-03-312026-04-16

BAI BLACKROCK ETF TRUST602.3K shares54.72%2026-03-312026-04-16

SPMO INVESCO EXCH TRADED FD TR II166.1K shares51.11%2026-03-312026-04-16

THRO BLACKROCK ETF TRUST499.2K shares52.07%2026-03-312026-04-16

HELO J P MORGAN EXCHANGE TRADED F280.8K shares54.08%2026-03-312026-04-16

Sponsored

SPYM SPDR SERIES TRUST199.2K shares79.32%2026-03-312026-04-16

SHLD GLOBAL X FDS214.0K shares112.85%2026-03-312026-04-16

BNDX VANGUARD CHARLOTTE FDS314.1K shares48.06%2026-03-312026-04-16

TLH ISHARES TR148.5K shares33.73%2026-03-312026-04-16

MSFT MICROSOFT CORP35.6K shares16.06%2026-03-312026-04-16

EFV ISHARES TR171.3K shares-22.30%2026-03-312026-04-16

FTSM FIRST TR EXCHANGE-TRADED FD211.0K shares-27.71%2026-03-312026-04-16

BINC BLACKROCK ETF TRUST II240.9K shares16.12%2026-03-312026-04-16

Sponsored

JCPB J P MORGAN EXCHANGE TRADED F261.5K shares5.48%2026-03-312026-04-16

AMZN AMAZON COM INC55.9K shares9.29%2026-03-312026-04-16

RSMV LISTED FDS TR439.2K shares4.80%2026-03-312026-04-16

MUB ISHARES TR100.6K shares43.98%2026-03-312026-04-16

DFAC DIMENSIONAL ETF TRUST271.3K shares11.78%2026-03-312026-04-16

SPY STATE STR SPDR S&P 500 ETF T15.2K shares17.36%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS143.3K shares10.60%2026-03-312026-04-16

SCHF SCHWAB STRATEGIC TR358.9K shares33.86%2026-03-312026-04-16

Sponsored

VUG VANGUARD INDEX FDS19.3K shares15.90%2026-03-312026-04-16

ALPHABET INC ALPHABET INC27.1K shares7.15%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS103.5K shares-5.50%2026-03-312026-04-16

BFRZ INNOVATOR ETFS TRUST273.6K shares73.46%2026-03-312026-04-16

BROADCOM INC BROADCOM INC23.1K shares4.93%2026-03-312026-04-16

XOM EXXON MOBIL CORP41.5K shares11.57%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR79.5K shares-47.79%2026-03-312026-04-16

PAPR INNOVATOR ETFS TRUST172.0K shares27.20%2026-03-312026-04-16

Sponsored

IVV ISHARES TR10.4K shares38.89%2026-03-312026-04-16

PJUL INNOVATOR ETFS TRUST142.3K shares24.83%2026-03-312026-04-16

PJAN INNOVATOR ETFS TRUST137.1K shares25.74%2026-03-312026-04-16

POCT INNOVATOR ETFS TRUST146.6K shares26.44%2026-03-312026-04-16

BRNY EA SERIES TRUST126.6K shares-26.82%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR10.3K shares-5.66%2026-03-312026-04-16

CLOA BLACKROCK ETF TRUST II114.0K shares91.04%2026-03-312026-04-16

DFIC DIMENSIONAL ETF TRUST164.3K shares5.95%2026-03-312026-04-16

Sponsored

META META PLATFORMS INC10.0K shares18.29%2026-03-312026-04-16

ALPHABET INC ALPHABET INC19.6K shares25.28%2026-03-312026-04-16

XIJN FIRST TR EXCHNG TRADED FD VI181.2K shares185.09%2026-03-312026-04-16

CVX CHEVRON CORPORATION26.5K shares4.25%2026-03-312026-04-16

TSLA TESLA INC17.2K shares35.60%2026-03-312026-04-16

KNG FIRST TR EXCHANGE-TRADED FD107.1K shares24.78%2026-03-312026-04-16

NEE NEXTERA ENERGY INC55.4K shares0.55%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO17.0K shares6.48%2026-03-312026-04-16

Sponsored

JAVA J P MORGAN EXCHANGE TRADED F69.4K shares12.86%2026-03-312026-04-16

BALT INNOVATOR ETFS TRUST142.6K shares45.88%2026-03-312026-04-16

HYDB ISHARES TR101.9K shares19.14%2026-03-312026-04-16

JGRO J P MORGAN EXCHANGE TRADED F55.9K shares13.85%2026-03-312026-04-16

SYSB ISHARES TR52.5K shares52.30%2026-03-312026-04-16

BUFD FIRST TR EXCHNG TRADED FD VI163.1K shares-37.52%2026-03-312026-04-16

BBUS J P MORGAN EXCHANGE TRADED F38.2K shares21.22%2026-03-312026-04-16

VLO VALERO ENERGY CORP18.1K shares-2.79%2026-03-312026-04-16

Sponsored

XISE FIRST TR EXCHNG TRADED FD VI146.3K shares-76.74%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.6K shares5.65%2026-03-312026-04-16

WMT WALMART INC31.8K shares-21.14%2026-03-312026-04-16

QQA INVESCO ACTIVELY MANAGED EXC77.0K shares224.98%2026-03-312026-04-16

FNDF SCHWAB STRATEGIC TR75.1K shares24.80%2026-03-312026-04-16

EALT INNOVATOR ETFS TRUST105.7K shares65.25%2026-03-312026-04-16

JAJL INNOVATOR ETFS TRUST121.3K shares-1.71%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION3.5K shares14.35%2026-03-312026-04-16

Sponsored

OMFL INVESCO EXCH TRD SLF IDX FD56.4K shares34.73%2026-03-312026-04-16

LLY ELI LILLY & CO4.3K shares73.58%2026-03-312026-04-16

LMUB ISHARES TR64.3K sharesnew addition2026-03-312026-04-16

JPIE J P MORGAN EXCHANGE TRADED F68.2K shares-9.11%2026-03-312026-04-16

QLTA ISHARES TR64.2K shares-13.40%2026-03-312026-04-16

SEIX VIRTUS ETF TR II132.2K shares257.65%2026-03-312026-04-16

AGG ISHARES TR30.1K shares14.21%2026-03-312026-04-16

RDVY FIRST TR EXCHANGE TRADED FD43.8K shares56.34%2026-03-312026-04-16

Sponsored

ZNOV INNOVATOR ETFS TRUST110.5K shares45.81%2026-03-312026-04-16

DGRW WISDOMTREE TR32.8K shares7.05%2026-03-312026-04-16

SUB ISHARES TR26.6K shares21.66%2026-03-312026-04-16

BALI BLACKROCK ETF TRUST87.4K shares29.91%2026-03-312026-04-16

LVHD LEGG MASON ETF INVT62.4K shares33.25%2026-03-312026-04-16

BBAG J P MORGAN EXCHANGE TRADED F57.6K shares-1.12%2026-03-312026-04-16

BOXX EA SERIES TRUST22.2K shares-39.75%2026-03-312026-04-16

SCHO SCHWAB STRATEGIC TR101.8K shares-74.90%2026-03-312026-04-16

Sponsored

JGLO J P MORGAN EXCHANGE TRADED F37.8K shares9.98%2026-03-312026-04-16

JNJ JOHNSON & JOHNSON9.8K shares34.77%2026-03-312026-04-16

DCOR DIMENSIONAL ETF TRUST33.1K shares12.76%2026-03-312026-04-16

DFEM DIMENSIONAL ETF TRUST65.8K shares9.84%2026-03-312026-04-16

GLD SPDR GOLD TR5.2K shares15.49%2026-03-312026-04-16

IEF ISHARES TR22.8K shares28.66%2026-03-312026-04-16

KLAC KLA CORP1.5K shares13.17%2026-03-312026-04-16

QUAL ISHARES TR11.1K shares-35.76%2026-03-312026-04-16

Sponsored

ABBV ABBVIE INC9.8K shares10.02%2026-03-312026-04-16

IWY ISHARES TR8.5K shares287.70%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS45.9K shares42.89%2026-03-312026-04-16

IUSB ISHARES TR45.2K shares4.91%2026-03-312026-04-16

SKOR FLEXSHARES TR42.6K shares50.43%2026-03-312026-04-16

HDV ISHARES TR14.7K sharesnew addition2026-03-312026-04-16

NFLX NETFLIX INC.20.3K shares22.49%2026-03-312026-04-16

TLT ISHARES TR21.3K shares35.94%2026-03-312026-04-16

Sponsored

XDSQ INNOVATOR ETFS TRUST46.4K shares38.68%2026-03-312026-04-16

IXUS ISHARES TR20.7K shares82.33%2026-03-312026-04-16

MUNI PIMCO ETF TR33.6K shares56.68%2026-03-312026-04-16

IJUL INNOVATOR ETFS TRUST51.7K shares19.15%2026-03-312026-04-16

MCK MCKESSON CORP2.0K shares3.45%2026-03-312026-04-16

V VISA INC5.7K shares18.73%2026-03-312026-04-16

EFG ISHARES TR15.3K shares24.66%2026-03-312026-04-16

OEF ISHARES TR5.3K shares78.05%2026-03-312026-04-16

Sponsored

VGT VANGUARD WORLD FD2.4K shares112.94%2026-03-312026-04-16

IAPR INNOVATOR ETFS TRUST53.7K shares21.69%2026-03-312026-04-16

IJAN INNOVATOR ETFS TRUST46.7K shares19.95%2026-03-312026-04-16

EMLC VANECK ETF TRUST66.9K shares32.75%2026-03-312026-04-16

IOCT INNOVATOR ETFS TRUST47.4K shares20.81%2026-03-312026-04-16

MARM FIRST TR EXCHNG TRADED FD VI49.3K shares-4.53%2026-03-312026-04-16

EUHY ISHARES INC31.0K sharesnew addition2026-03-312026-04-16

DFAX DIMENSIONAL ETF TRUST47.3K shares0.10%2026-03-312026-04-16

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F28.3K shares7.82%2026-03-312026-04-16

DFSV DIMENSIONAL ETF TRUST45.3K shares1.63%2026-03-312026-04-16

PG PROCTER & GAMBLE CO10.9K shares42.31%2026-03-312026-04-16

CBOE CBOE GLOBAL MKTS INC5.5K shares6.08%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP2.5K shares-3.40%2026-03-312026-04-16

SPYI NEOS ETF TRUST30.9K shares93.83%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC12.4K shares4.70%2026-03-312026-04-16

TRGP TARGA RES CORP5.8K shares5.34%2026-03-312026-04-16

Sponsored

MA MASTERCARD INCORPORATED2.9K shares7.61%2026-03-312026-04-16

XDQQ INNOVATOR ETFS TRUST38.8K shares39.89%2026-03-312026-04-16

MS MORGAN STANLEY8.6K shares6.20%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC9.6K shares11.84%2026-03-312026-04-16

DUHP DIMENSIONAL ETF TRUST38.0K shares20.79%2026-03-312026-04-16

FIXD FIRST TR EXCHNG TRADED FD VI31.4K shares149.46%2026-03-312026-04-16

EJUL INNOVATOR ETFS TRUST45.5K shares29.88%2026-03-312026-04-16

HD HOME DEPOT INC4.1K shares1.34%2026-03-312026-04-16

Sponsored

EJAN INNOVATOR ETFS TRUST39.3K shares30.63%2026-03-312026-04-16

SCHW SCHWAB CHARLES CORP14.2K shares7.29%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC4.8K shares11.28%2026-03-312026-04-16

IWX ISHARES TR14.0K sharesnew addition2026-03-312026-04-16

DFSD DIMENSIONAL ETF TRUST26.6K shares122.22%2026-03-312026-04-16

AMAT APPLIED MATLS INC3.7K shares11.94%2026-03-312026-04-16

DFGP DIMENSIONAL ETF TRUST23.2K shares15.60%2026-03-312026-04-16

SPHD INVESCO EXCH TRADED FD TR II25.1K shares277.32%2026-03-312026-04-16

Sponsored

USFR WISDOMTREE TR24.1K sharesnew addition2026-03-312026-04-16

ALSN ALLISON TRANSMISSION HLDGS I10.2K shares4.85%2026-03-312026-04-16

DFUS DIMENSIONAL ETF TRUST16.8K shares-7.48%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC3.3K shares5.82%2026-03-312026-04-16

VTV VANGUARD INDEX FDS6.0K shares28.90%2026-03-312026-04-16

BOND PIMCO ETF TR12.7K sharesnew addition2026-03-312026-04-16

MPWR MONOLITHIC PWR SYS INC1.1K shares8.93%2026-03-312026-04-16

GJUN FIRST TR EXCHNG TRADED FD VI29.1K shares7.96%2026-03-312026-04-16

Sponsored

HIMU BLACKROCK ETF TRUST II23.7K shares-20.90%2026-03-312026-04-16

CSCO CISCO SYS INC14.6K shares11.72%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC5.5K shares23.89%2026-03-312026-04-16

MCD MCDONALDS CORP3.6K shares2.41%2026-03-312026-04-16

ABT ABBOTT LABORATORIES10.7K shares4.02%2026-03-312026-04-16

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST41.8K shares62.96%2026-03-312026-04-16

IJH ISHARES TR16.2K shares2.61%2026-03-312026-04-16

T AT&T INC37.2K shares-1.76%2026-03-312026-04-16

Sponsored

ADSK AUTODESK INC4.5K shares8.02%2026-03-312026-04-16

IEFA ISHARES TR11.8K shares9.22%2026-03-312026-04-16

QCOM QUALCOMM INC8.2K shares49.25%2026-03-312026-04-16

VTI VANGUARD INDEX FDS3.3K shares-28.88%2026-03-312026-04-16

DFCF DIMENSIONAL ETF TRUST24.9K shares75.69%2026-03-312026-04-16

ARKB ARK 21SHARES BITCOIN ETF45.2K shares10.97%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares1.84%2026-03-312026-04-16

KO COCA COLA CO13.2K shares5.20%2026-03-312026-04-16

Sponsored

SO SOUTHERN CO10.4K shares-10.26%2026-03-312026-04-16

OKLO OKLO INC20.1K shares-0.12%2026-03-312026-04-16

XIDE FIRST TR EXCHNG TRADED FD VI33.4K shares-32.54%2026-03-312026-04-16

PYLD PIMCO ETF TR37.4K sharesnew addition2026-03-312026-04-16

MU MICRON TECHNOLOGY INC2.9K shares22.79%2026-03-312026-04-16

BAC BANK AMERICA CORP19.9K shares1.33%2026-03-312026-04-16

HYGW ISHARES TR32.8K shares-46.38%2026-03-312026-04-16

WTS WATTS WATER TECHNOLOGIES INC3.3K shares4.57%2026-03-312026-04-16

Sponsored

PANW PALO ALTO NETWORKS INC5.9K shares16.06%2026-03-312026-04-16

UAPR INNOVATOR ETFS TRUST28.4K shares46.68%2026-03-312026-04-16

CAT CATERPILLAR INC1.3K shares16.07%2026-03-312026-04-16

SCEC CAPITOL SER TR37.4K sharesnew addition2026-03-312026-04-16

VWO VANGUARD INTL EQUITY INDEX F17.2K shares-2.61%2026-03-312026-04-16

STERLING CAP FDS STERLING CAP FDS37.0K sharesnew addition2026-03-312026-04-16

UJAN INNOVATOR ETFS TRUST21.5K shares46.65%2026-03-312026-04-16

IBIT ISHARES BITCOIN TRUST ETF23.7K shares5.40%2026-03-312026-04-16

Sponsored

IBM INTERNATIONAL BUSINESS MACHS3.7K shares7.64%2026-03-312026-04-16

UJUL INNOVATOR ETFS TRUST23.6K shares48.04%2026-03-312026-04-16

CRWD CROWDSTRIKE HLDGS INC2.3K shares3.27%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC2.6K shares-1.12%2026-03-312026-04-16

DFGX DIMENSIONAL ETF TRUST16.8K shares83.52%2026-03-312026-04-16

MO ALTRIA GROUP INC13.3K shares1.16%2026-03-312026-04-16

PSMT PRICESMART INC5.8K shares7.51%2026-03-312026-04-16

ET ENERGY TRANSFER L P45.4K shares-2.48%2026-03-312026-04-16

Sponsored

VYM VANGUARD WHITEHALL FDS5.9K shares32.80%2026-03-312026-04-16

UOCT INNOVATOR ETFS TRUST22.7K shares49.64%2026-03-312026-04-16

SRLN SSGA ACTIVE ETF TR21.6K shares-39.64%2026-03-312026-04-16

PEP PEPSICO INC5.4K shares-0.07%2026-03-312026-04-16

VYMI VANGUARD WHITEHALL FDS8.8K shares82.21%2026-03-312026-04-16

COIN COINBASE GLOBAL INC4.7K shares148.08%2026-03-312026-04-16

BJUL INNOVATOR ETFS TRUST16.5K shares253.28%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC6.7K shares14.58%2026-03-312026-04-16

Sponsored

CRUS CIRRUS LOGIC INC5.5K shares6.61%2026-03-312026-04-16

HON HONEYWELL INTL INC3.5K shares2.90%2026-03-312026-04-16

FELG FIDELITY COVINGTON TRUST20.7K sharesnew addition2026-03-312026-04-16

FFLC FIDELITY COVINGTON TRUST15.0K shares135.46%2026-03-312026-04-16

CB CHUBB LTD SWITZ2.4K shares2.57%2026-03-312026-04-16

EPS WISDOMTREE TR11.3K shares-42.47%2026-03-312026-04-16

UNP UNION PAC CORP3.2K shares30.55%2026-03-312026-04-16

APD AIR PRODUCTS AND CHEMICALS I2.6K shares-3.13%2026-03-312026-04-16

Sponsored

IWS ISHARES TR5.2K sharesnew addition2026-03-312026-04-16

WFC WELLS FARGO & CO9.4K shares25.69%2026-03-312026-04-16

IJR ISHARES TR6.0K shares14.22%2026-03-312026-04-16

GLW CORNING INC5.4K shares16.40%2026-03-312026-04-16

SPYG SPDR SERIES TRUST7.4K shares-3.06%2026-03-312026-04-16

ORCL ORACLE CORP4.9K shares7.61%2026-03-312026-04-16

CENCORA INC CENCORA INC2.3K shares-4.65%2026-03-312026-04-16

DFAU DIMENSIONAL ETF TRUST15.8K shares-10.84%2026-03-312026-04-16

Sponsored

PM PHILIP MORRIS INTL INC4.3K shares9.37%2026-03-312026-04-16

IWF ISHARES TR1.7K shares-1.66%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC14.0K shares12.09%2026-03-312026-04-16

YUM YUM BRANDS INC4.4K shares10.18%2026-03-312026-04-16

R RYDER SYS INC3.3K shares-10.68%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC784 shares-4.85%2026-03-312026-04-16

VIOV VANGUARD ADMIRAL FDS INC6.5K shares75.11%2026-03-312026-04-16

SPYV SPDR SERIES TRUST11.7K shares-23.11%2026-03-312026-04-16

Sponsored

RTX RTX CORPORATION3.4K shares44.12%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS13.2K shares34.58%2026-03-312026-04-16

DGCB DIMENSIONAL ETF TRUST12.1K shares-7.52%2026-03-312026-04-16

LINDE PLC LINDE PLC1.3K shares48.76%2026-03-312026-04-16

JBND J P MORGAN EXCHANGE TRADED F12.1K shares7.08%2026-03-312026-04-16

UBER UBER TECHNOLOGIES INC9.0K shares10.39%2026-03-312026-04-16

IWR ISHARES TR6.6K shares-16.51%2026-03-312026-04-16

SLV ISHARES SILVER TR9.4K shares-5.28%2026-03-312026-04-16

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EXPD EXPEDITORS INTL WASH INC4.5K shares3.97%2026-03-312026-04-16

IMCB ISHARES TR7.6K shares-4.65%2026-03-312026-04-16

VV VANGUARD INDEX FDS2.1K sharesnew addition2026-03-312026-04-16

VT VANGUARD INTL EQUITY INDEX F4.5K shares-0.04%2026-03-312026-04-16

SPG SIMON PPTY GROUP INC NEW3.4K shares6.11%2026-03-312026-04-16

ED CONSOLIDATED EDISON INC5.5K shares0.44%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares31.65%2026-03-312026-04-16

BAPR INNOVATOR ETFS TRUST12.6K sharesnew addition2026-03-312026-04-16

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SECT NORTHERN LTS FD TR IV10.2K shares-6.90%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC636 shares-5.78%2026-03-312026-04-16

LPLA LPL FINL HLDGS INC2.0K shares3.82%2026-03-312026-04-16

BJAN INNOVATOR ETFS TRUST11.1K sharesnew addition2026-03-312026-04-16

HYLS FIRST TR EXCHANGE-TRADED FD14.6K sharesnew addition2026-03-312026-04-16

FDT FIRST TR EXCH TRD ALPHDX FD6.8K shares-7.79%2026-03-312026-04-16

BOCT INNOVATOR ETFS TRUST12.2K sharesnew addition2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR22.9K shares23.30%2026-03-312026-04-16

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VTWO VANGUARD SCOTTSDALE FDS5.8K shares122.61%2026-03-312026-04-16

APH AMPHENOL CORP4.6K shares65.14%2026-03-312026-04-16

GE AEROSPACE GE AEROSPACE2.0K shares12.40%2026-03-312026-04-16

LOW LOWES COS INC2.4K shares-3.34%2026-03-312026-04-16

BBMC J P MORGAN EXCHANGE TRADED F5.3K shares15.30%2026-03-312026-04-16

IYW ISHARES TR3.2K shares-33.00%2026-03-312026-04-16

TOTALENERGIES SE TOTALENERGIES SE6.2K shares4.83%2026-03-312026-04-16

LISTED FDS TR LISTED FDS TR57.7K shares-15.00%2026-03-312026-04-16

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FEP FIRST TR EXCH TRD ALPHDX FD10.2K shares-20.96%2026-03-312026-04-16

HYBL SSGA ACTIVE TR19.9K sharesnew addition2026-03-312026-04-16

IDCC INTERDIGITAL INC1.8K shares9.07%2026-03-312026-04-16

XDEC FIRST TR EXCHNG TRADED FD VI13.5K shares-0.27%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.8K shares-28.62%2026-03-312026-04-16

UGI UGI CORP NEW14.9K shares4.52%2026-03-312026-04-16

SSNC SS&C TECH HLDGS8.0K shares3.23%2026-03-312026-04-16

NOW SERVICENOW INC5.1K shares30.25%2026-03-312026-04-16

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DE DEERE & CO941 shares4.32%2026-03-312026-04-16

F FORD MTR CO45.9K shares4.64%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR17.1K shares-58.94%2026-03-312026-04-16

SPAB SPDR SERIES TRUST20.4K shares-0.13%2026-03-312026-04-16

FJP FIRST TR EXCH TRD ALPHDX FD7.2K shares-1.82%2026-03-312026-04-16

LMBS FIRST TR EXCHANGE-TRADED FD10.4K shares34.88%2026-03-312026-04-16

GILD GILEAD SCIENCES INC3.7K shares6.03%2026-03-312026-04-16

TMHC TAYLOR MORRISON HOME CORP8.9K shares4.30%2026-03-312026-04-16

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FNV FRANCO NEV CORP2.1K shares7.47%2026-03-312026-04-16

COP CONOCOPHILLIPS3.9K shares-15.03%2026-03-312026-04-16

DFAT DIMENSIONAL ETF TRUST8.2K shares-11.57%2026-03-312026-04-16

AMGN AMGEN INC1.4K shares26.73%2026-03-312026-04-16

D DOMINION ENERGY INC8.0K shares12.86%2026-03-312026-04-16

SCHG SCHWAB STRATEGIC TR16.9K shares-31.78%2026-03-312026-04-16

CME CME GROUP INC1.7K shares13.69%2026-03-312026-04-16

WELL WELLTOWER INC2.5K shares4.05%2026-03-312026-04-16

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DELL DELL TECHNOLOGIES INC3.0K shares13.57%2026-03-312026-04-16

JCI JOHNSON CONTROLS INTERNATION3.7K shares16.21%2026-03-312026-04-16

INTC INTEL CORP10.8K shares46.90%2026-03-312026-04-16

IWM ISHARES TR1.9K shares-12.59%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC4.1K shares2.96%2026-03-312026-04-16

SCCO SOUTHERN COPPER CORP2.7K shares9.95%2026-03-312026-04-16

DGRO ISHARES TR6.6K shares4.74%2026-03-312026-04-16

MNST MONSTER BEVERAGE CORP NEW6.4K shares46.77%2026-03-312026-04-16

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PEG PUBLIC SVC ENTERPRISE GROUP5.7K shares1.89%2026-03-312026-04-16

IWN ISHARES TR2.4K shares4.87%2026-03-312026-04-16

GEV GE VERNOVA INC521 shares7.87%2026-03-312026-04-16

PSX PHILLIPS 662.5K shares-17.93%2026-03-312026-04-16

ORLY OREILLY AUTOMOTIVE INC4.9K shares14.53%2026-03-312026-04-16

MZTI MARZETTI COMPANY3.2K shares-15.11%2026-03-312026-04-16

VIG VANGUARD SPECIALIZED FUNDS2.1K shares-7.90%2026-03-312026-04-16

STIP ISHARES TR4.3K shares7.67%2026-03-312026-04-16

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IWD ISHARES TR2.1K shares-3.02%2026-03-312026-04-16

XLG INVESCO EXCHANGE TRADED FD T8.2K shares42.27%2026-03-312026-04-16

FLRN SPDR SERIES TRUST14.4K shares-40.47%2026-03-312026-04-16

DFAI DIMENSIONAL ETF TRUST11.3K shares-13.97%2026-03-312026-04-16

DISV DIMENSIONAL ETF TRUST11.2K shares18.33%2026-03-312026-04-16

DIHP DIMENSIONAL ETF TRUST13.6K shares16.44%2026-03-312026-04-16

SBAR SIMPLIFY EXCHANGE TRADED FUN17.9K shares16.10%2026-03-312026-04-16

IQLT ISHARES TR9.5K shares-6.29%2026-03-312026-04-16

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JEPQ J P MORGAN EXCHANGE TRADED F7.9K shares44.12%2026-03-312026-04-16

XLU SELECT SECTOR SPDR TR9.5K shares26.35%2026-03-312026-04-16

TXN TEXAS INSTRS INC2.2K shares50.57%2026-03-312026-04-16

ETHA ISHARES ETHEREUM TR27.3K shares0.00%2026-03-312026-04-16

PFEB INNOVATOR ETFS TRUST10.6K shares0.00%2026-03-312026-04-16

CAIE CALAMOS ETF TR16.9K shares3.77%2026-03-312026-04-16

AVIG AMERICAN CENTY ETF TR10.1K sharesnew addition2026-03-312026-04-16

IWO ISHARES TR1.3K shares11.16%2026-03-312026-04-16

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TJX TJX COS INC NEW2.6K shares44.30%2026-03-312026-04-16

TDSC EXCHANGE LISTED FDS TR16.1K shares-31.92%2026-03-312026-04-16

VOOG VANGUARD ADMIRAL FDS INC1.0K shares-5.01%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC3.7K shares18.30%2026-03-312026-04-16

OHI OMEGA HEALTHCARE INVS INC9.5K shares5.90%2026-03-312026-04-16

APG API GROUP CORP10.2K shares2.84%2026-03-312026-04-16

FID FIRST TR EXCHANGE TRADED FD19.8K shares-15.56%2026-03-312026-04-16

CDNS CADENCE DESIGN SYSTEM INC1.5K shares8.77%2026-03-312026-04-16

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EEM ISHARES TR7.2K shares-7.72%2026-03-312026-04-16

JANW AIM ETF PRODUCTS TRUST11.2K sharesnew addition2026-03-312026-04-16

FSIG FIRST TR EXCHANGE-TRADED FD21.5K sharesnew addition2026-03-312026-04-16

QQQI NEOS ETF TRUST8.2K shares3.19%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.1K shares-7.87%2026-03-312026-04-16

FIW FIRST TR EXCHANGE-TRADED FD3.9K shares-60.68%2026-03-312026-04-16

RFEM FIRST TR EXCH TRADED FD III4.9K shares-18.10%2026-03-312026-04-16

PFE PFIZER INC14.1K shares-30.92%2026-03-312026-04-16

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SGOV ISHARES TR3.9K shares25.64%2026-03-312026-04-16

ITOT ISHARES TR2.8K sharesnew addition2026-03-312026-04-16

JVAL J P MORGAN EXCHANGE TRADED F8.1K shares26.56%2026-03-312026-04-16

DFEV DIMENSIONAL ETF TRUST11.0K shares1.27%2026-03-312026-04-16

DFLV DIMENSIONAL ETF TRUST10.9K shares-23.66%2026-03-312026-04-16

ADI ANALOG DEVICES INC1.2K shares18.22%2026-03-312026-04-16

IGF ISHARES TR5.8K shares28.48%2026-03-312026-04-16

USHY ISHARES TR10.5K sharesnew addition2026-03-312026-04-16

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ASTRAZENECA PLC ASTRAZENECA PLC2.0K sharesnew addition2026-03-312026-04-16

ETR ENTERGY CORP NEW3.4K shares5.66%2026-03-312026-04-16

XLF SELECT SECTOR SPDR TR7.8K shares33.39%2026-03-312026-04-16

CAH CARDINAL HEALTH INC1.8K shares15.67%2026-03-312026-04-16

WCMI FIRST TR EXCHANGE-TRADED FD22.9K shares-17.01%2026-03-312026-04-16

GLOF ISHARES TR7.3K shares65.88%2026-03-312026-04-16

CELESTICA INC CELESTICA INC1.4K shares-23.84%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC875 shares47.31%2026-03-312026-04-16

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INTU INTUIT878 shares14.47%2026-03-312026-04-16

SHOP SHOPIFY INC3.2K shares5.47%2026-03-312026-04-16

BIL SPDR SERIES TRUST4.1K shares-43.13%2026-03-312026-04-16

IWB ISHARES TR1.0K shares-17.25%2026-03-312026-04-16

WM WASTE MGMT INC DEL1.6K shares6.09%2026-03-312026-04-16

CORT CORCEPT THERAPEUTICS INC9.1K shares0.60%2026-03-312026-04-16

JMEE J P MORGAN EXCHANGE TRADED F5.5K shares-2.00%2026-03-312026-04-16

EVRG EVERGY INC4.4K shares-3.26%2026-03-312026-04-16

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RL RALPH LAUREN CORP1.1K shares1.05%2026-03-312026-04-16

CLSM EXCHANGE LISTED FDS TR15.6K shares-35.79%2026-03-312026-04-16

VIGI VANGUARD WHITEHALL FDS4.1K shares-72.97%2026-03-312026-04-16

SPBO SPDR SERIES TRUST12.5K sharesnew addition2026-03-312026-04-16

TJAN INNOVATOR ETFS TRUST13.3K shares-0.33%2026-03-312026-04-16

USB US BANCORP6.8K shares11.99%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.3K shares9.49%2026-03-312026-04-16

ILTB ISHARES TR7.1K sharesnew addition2026-03-312026-04-16

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MEDTRONIC PLC MEDTRONIC PLC4.0K shares-10.90%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO1.1K shares1.16%2026-03-312026-04-16

PSTG EVERPURE INC5.8K shares-0.21%2026-03-312026-04-16

EMXC ISHARES INC4.3K shares-14.03%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO5.6K shares-10.77%2026-03-312026-04-16

XLK SELECT SECTOR SPDR TR2.5K shares-10.78%2026-03-312026-04-16

IDXX IDEXX LABS INC600 shares3.09%2026-03-312026-04-16

BA BOEING CO1.7K shares8.61%2026-03-312026-04-16

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BBSC J P MORGAN EXCHANGE TRADED F4.4K shares18.27%2026-03-312026-04-16

VB VANGUARD INDEX FDS1.3K shares-51.34%2026-03-312026-04-16

DFGR DIMENSIONAL ETF TRUST12.5K shares14.27%2026-03-312026-04-16

UHS UNIVERSAL HLTH SVCS INC1.9K shares3.39%2026-03-312026-04-16

AVDE AMERICAN CENTY ETF TR3.9K shares12.50%2026-03-312026-04-16

SIXO AIM ETF PRODUCTS TRUST9.7K sharesnew addition2026-03-312026-04-16

GLDM WORLD GOLD TR3.5K shares-38.51%2026-03-312026-04-16

PLD PROLOGIS INC.2.5K shares23.63%2026-03-312026-04-16

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ZAPR INNOVATOR ETFS TRUST12.5K shares-0.76%2026-03-312026-04-16

SHEL SHELL PLC3.5K shares-6.55%2026-03-312026-04-16

CSX CSX CORP7.9K shares30.87%2026-03-312026-04-16

G GENPACT LIMITED8.7K shares3.60%2026-03-312026-04-16

CMCSA COMCAST CORP NEW11.1K shares5.82%2026-03-312026-04-16

XIMR FIRST TR EXCHNG TRADED FD VI10.3K shares-42.89%2026-03-312026-04-16

SBUX STARBUCKS CORP3.5K shares-2.84%2026-03-312026-04-16

CGGR CAPITAL GROUP GROWTH ETF7.9K shares-0.90%2026-03-312026-04-16

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TGT TARGET CORP2.6K shares20.05%2026-03-312026-04-16

ASML ASML HLDG NV238 sharesnew addition2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.6K shares39.42%2026-03-312026-04-16

LDOS LEIDOS HOLDINGS INC2.0K shares0.70%2026-03-312026-04-16

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC6.8K sharesnew addition2026-03-312026-04-16

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.3K shares8.94%2026-03-312026-04-16

FIIG FIRST TR EXCHANGE-TRADED FD14.9K sharesnew addition2026-03-312026-04-16

DIS DISNEY WALT CO3.1K shares-2.60%2026-03-312026-04-16

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LGOV FIRST TR EXCHANGE-TRADED FD14.1K sharesnew addition2026-03-312026-04-16

FICS FIRST TR EXCHANGE TRADED FD7.7K shares-19.48%2026-03-312026-04-16

PSEP INNOVATOR ETFS TRUST6.9K shares-30.45%2026-03-312026-04-16

FTSL FIRST TR EXCHANGE-TRADED FD6.6K sharesnew addition2026-03-312026-04-16

EWC ISHARES INC5.4K shares-28.64%2026-03-312026-04-16

ENB ENBRIDGE INC5.4K shares-0.02%2026-03-312026-04-16

A AGILENT TECHNOLOGIES INC2.5K shares14.43%2026-03-312026-04-16

IVLU ISHARES TR7.3K shares18.58%2026-03-312026-04-16

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MGC VANGUARD WORLD FD1.2K shares-98.70%2026-03-312026-04-16

MELI MERCADOLIBRE INC167 shares-0.60%2026-03-312026-04-16

DFIV DIMENSIONAL ETF TRUST5.3K shares-15.53%2026-03-312026-04-16

MOAT VANECK ETF TRUST2.9K shares0.03%2026-03-312026-04-16

ADP AUTOMATIC DATA PROCESSING IN1.4K shares11.76%2026-03-312026-04-16

NOC NORTHROP GRUMMAN CORP405 sharesnew addition2026-03-312026-04-16

CG CARLYLE GROUP INC5.7K shares17.44%2026-03-312026-04-16

MMM 3M CO1.9K shares-13.99%2026-03-312026-04-16

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HYTI FIRST TR EXCHANGE-TRADED FD14.3K sharesnew addition2026-03-312026-04-16

TMUS T-MOBILE US INC1.3K shares29.65%2026-03-312026-04-16

NVS NOVARTIS AG1.8K sharesnew addition2026-03-312026-04-16

GBTC GRAYSCALE BITCOIN TRUST ETF5.1K shares-5.30%2026-03-312026-04-16

CRM SALESFORCE INC1.4K shares21.25%2026-03-312026-04-16

IWP ISHARES TR2.1K sharesnew addition2026-03-312026-04-16

ALL ALLSTATE CORP1.3K shares0.71%2026-03-312026-04-16

NULG NUSHARES ETF TR2.9K shares0.00%2026-03-312026-04-16

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SPHY SPDR SERIES TRUST11.4K sharesnew addition2026-03-312026-04-16

NEM NEWMONT CORP2.4K sharesnew addition2026-03-312026-04-16

SPEM SPDR INDEX SHS FDS5.6K shares-10.37%2026-03-312026-04-16

SRE SEMPRA2.7K shares13.73%2026-03-312026-04-16

FPXE FIRST TR EXCHANGE-TRADED FD8.4K shares-16.77%2026-03-312026-04-16

IDEV ISHARES TR3.1K sharesnew addition2026-03-312026-04-16

ISRG INTUITIVE SURGICAL INC564 shares30.25%2026-03-312026-04-16

PCG PG&E CORP14.8K shares10.09%2026-03-312026-04-16

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CVS CVS HEALTH CORP3.6K shares14.80%2026-03-312026-04-16

AVEM AMERICAN CENTY ETF TR3.2K shares-1.40%2026-03-312026-04-16

PGR PROGRESSIVE CORP1.3K shares22.69%2026-03-312026-04-16

EMR EMERSON ELEC CO1.9K sharesnew addition2026-03-312026-04-16

AMT AMERICAN TOWER CORP1.4K shares11.72%2026-03-312026-04-16

FITB FIFTH THIRD BANCORP5.4K shares21.30%2026-03-312026-04-16

HIG HARTFORD INSURANCE GROUP INC1.8K sharesnew addition2026-03-312026-04-16

SOXX ISHARES TR745 shares-22.56%2026-03-312026-04-16

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ILCV ISHARES TR2.6K sharesnew addition2026-03-312026-04-16

GRMN GARMIN LTD1.0K sharesnew addition2026-03-312026-04-16

FBTC FIDELITY WISE ORIGIN BITCOIN4.0K shares52.92%2026-03-312026-04-16

SNOW SNOWFLAKE INC1.6K shares30.33%2026-03-312026-04-16

GAPR FIRST TR EXCHNG TRADED FD VI5.9K shares-18.32%2026-03-312026-04-16

FMF FIRST TR EXCHANGE-TRADED FD4.7K shares-59.96%2026-03-312026-04-16

LUV SOUTHWEST AIRLS CO6.3K sharesnew addition2026-03-312026-04-16

MPC MARATHON PETE CORP962 sharesnew addition2026-03-312026-04-16

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DFAS DIMENSIONAL ETF TRUST3.3K shares-14.03%2026-03-312026-04-16

MLM MARTIN MARIETTA MATLS INC398 sharesnew addition2026-03-312026-04-16

DEHP DIMENSIONAL ETF TRUST6.9K sharesnew addition2026-03-312026-04-16

TDY TELEDYNE TECHNOLOGIES INC387 sharesnew addition2026-03-312026-04-16

DFAE DIMENSIONAL ETF TRUST6.9K shares-14.16%2026-03-312026-04-16

ADBE ADOBE INC960 shares25.49%2026-03-312026-04-16

DBA INVESCO DB MULTI-SECTOR COMM8.5K shares-13.39%2026-03-312026-04-16

CL COLGATE PALMOLIVE CO2.7K sharesnew addition2026-03-312026-04-16

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NULV NUSHARES ETF TR5.0K shares-13.50%2026-03-312026-04-16

FLN FIRST TR EXCH TRD ALPHDX FD8.9K shares-15.25%2026-03-312026-04-16

BILZ PIMCO ETF TR2.2K sharesnew addition2026-03-312026-04-16

FAAR FIRST TR EXCHANGE TRAD FD VI6.7K shares-62.31%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC864 sharesnew addition2026-03-312026-04-16

MTUM ISHARES TR933 sharesnew addition2026-03-312026-04-16

FSEP FIRST TR EXCHNG TRADED FD VI4.4K sharesnew addition2026-03-312026-04-16

KMI KINDER MORGAN INC DEL6.5K sharesnew addition2026-03-312026-04-16

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NUDM NUSHARES ETF TR6.0K shares0.00%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC436 shares-11.02%2026-03-312026-04-16

CMI CUMMINS INC397 sharesnew addition2026-03-312026-04-16

SHYM BLACKROCK ETF TRUST II9.7K shares0.00%2026-03-312026-04-16

FFEB FIRST TR EXCHNG TRADED FD VI3.8K sharesnew addition2026-03-312026-04-16

ONEZ ELEVATION SERIES TRUST8.4K sharesnew addition2026-03-312026-04-16

NFTY FIRST TR EXCH TRD ALPHDX FD4.1K shares-19.45%2026-03-312026-04-16

FTLS FIRST TR EXCH TRADED FD III3.0K shares-59.65%2026-03-312026-04-16

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IBD NORTHERN LTS FD TR IV8.8K sharesnew addition2026-03-312026-04-16

IQDG WISDOMTREE TR5.2K shares-1.96%2026-03-312026-04-16

FAST FASTENAL CO4.5K sharesnew addition2026-03-312026-04-16

GMAR FIRST TR EXCHNG TRADED FD VI4.9K shares-18.63%2026-03-312026-04-16

USO UNITED STS OIL FD LP1.6K sharesnew addition2026-03-312026-04-16

DECU AIM ETF PRODUCTS TRUST7.7K sharesnew addition2026-03-312026-04-16

USMV ISHARES TR2.2K sharesnew addition2026-03-312026-04-16

OKE ONEOK INC NEW2.2K sharesnew addition2026-03-312026-04-16

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CEG CONSTELLATION ENERGY CORP722 shares-2.83%2026-03-312026-04-16

CHRW C H ROBINSON WORLDWIDE IN1.2K sharesnew addition2026-03-312026-04-16

ROST ROSS STORES INC926 sharesnew addition2026-03-312026-04-16

GGN GAMCO GLOBAL GOLD NAT RES &15.1K sharesnew addition2026-03-312026-04-16

STLA STELLANTIS N.V10.7K shares1.88%2026-03-312026-04-16

AUR AURORA INNOVATION INC10.5K sharesnew addition2026-03-312026-04-16

IVE

ISHARES TR

30.59%

Shares260.3K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

109.57%

Shares89.9K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

74.09%

Shares470.2K

Event2026-03-31

Filed2026-04-16

FBND

FIDELITY MERRIMACK STR TR

20.72%

Shares1.2M

Event2026-03-31

Filed2026-04-16

CORO

BLACKROCK ETF TRUST

New

Shares1.4M

Event2026-03-31

Filed2026-04-16

GOVT

ISHARES TR

224.66%

Shares2.0M

Event2026-03-31

Filed2026-04-16

DYNF

BLACKROCK ETF TRUST

6.78%

Shares597.3K

Event2026-03-31

Filed2026-04-16

BUFR

FIRST TR EXCHNG TRADED FD VI

-9.65%

Shares943.3K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

59.17%

Shares135.8K

Event2026-03-31

Filed2026-04-16

IEMG

ISHARES INC

-19.30%

Shares333.5K

Event2026-03-31

Filed2026-04-16

MBB

ISHARES TR

42.27%

Shares214.8K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

8.59%

Shares79.1K

Event2026-03-31

Filed2026-04-16

BAI

BLACKROCK ETF TRUST

54.72%

Shares602.3K

Event2026-03-31

Filed2026-04-16

SPMO

INVESCO EXCH TRADED FD TR II

51.11%

Shares166.1K

Event2026-03-31

Filed2026-04-16

THRO

BLACKROCK ETF TRUST

52.07%

Shares499.2K

Event2026-03-31

Filed2026-04-16

HELO

J P MORGAN EXCHANGE TRADED F

54.08%

Shares280.8K

Event2026-03-31

Filed2026-04-16

SPYM

SPDR SERIES TRUST

79.32%

Shares199.2K

Event2026-03-31

Filed2026-04-16

SHLD

GLOBAL X FDS

112.85%

Shares214.0K

Event2026-03-31

Filed2026-04-16

BNDX

VANGUARD CHARLOTTE FDS

48.06%

Shares314.1K

Event2026-03-31

Filed2026-04-16

TLH

ISHARES TR

33.73%

Shares148.5K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

16.06%

Shares35.6K

Event2026-03-31

Filed2026-04-16

EFV

ISHARES TR

-22.30%

Shares171.3K

Event2026-03-31

Filed2026-04-16

FTSM

FIRST TR EXCHANGE-TRADED FD

-27.71%

Shares211.0K

Event2026-03-31

Filed2026-04-16

BINC

BLACKROCK ETF TRUST II

16.12%

Shares240.9K

Event2026-03-31

Filed2026-04-16

JCPB

J P MORGAN EXCHANGE TRADED F

5.48%

Shares261.5K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

9.29%

Shares55.9K

Event2026-03-31

Filed2026-04-16

RSMV

LISTED FDS TR

4.80%

Shares439.2K

Event2026-03-31

Filed2026-04-16

MUB

ISHARES TR

43.98%

Shares100.6K

Event2026-03-31

Filed2026-04-16

DFAC

DIMENSIONAL ETF TRUST

11.78%

Shares271.3K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

17.36%

Shares15.2K

Event2026-03-31

Filed2026-04-16

VEA

VANGUARD TAX-MANAGED FDS

10.60%

Shares143.3K

Event2026-03-31

Filed2026-04-16

SCHF

SCHWAB STRATEGIC TR

33.86%

Shares358.9K

Event2026-03-31

Filed2026-04-16

VUG

VANGUARD INDEX FDS

15.90%

Shares19.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

7.15%

Shares27.1K

Event2026-03-31

Filed2026-04-16

BND

VANGUARD BD INDEX FDS

-5.50%

Shares103.5K

Event2026-03-31

Filed2026-04-16

BFRZ

INNOVATOR ETFS TRUST

73.46%

Shares273.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

4.93%

Shares23.1K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

11.57%

Shares41.5K

Event2026-03-31

Filed2026-04-16

ISHARES GOLD TR

-47.79%

Shares79.5K

Event2026-03-31

Filed2026-04-16

PAPR

INNOVATOR ETFS TRUST

27.20%

Shares172.0K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

38.89%

Shares10.4K

Event2026-03-31

Filed2026-04-16

PJUL

INNOVATOR ETFS TRUST

24.83%

Shares142.3K

Event2026-03-31

Filed2026-04-16

PJAN

INNOVATOR ETFS TRUST

25.74%

Shares137.1K

Event2026-03-31

Filed2026-04-16

POCT

INNOVATOR ETFS TRUST

26.44%

Shares146.6K

Event2026-03-31

Filed2026-04-16

BRNY

EA SERIES TRUST

-26.82%

Shares126.6K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-5.66%

Shares10.3K

Event2026-03-31

Filed2026-04-16

CLOA

BLACKROCK ETF TRUST II

91.04%

Shares114.0K

Event2026-03-31

Filed2026-04-16

DFIC

DIMENSIONAL ETF TRUST

5.95%

Shares164.3K

Event2026-03-31

Filed2026-04-16