Sponsored

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

Currently, TriaGen Wealth Management LLC holds 171 types of securities in its portfolio with a total value $366.0M. In the most recent quarter, they have increased their positions in FLOT (+192.8K shares, valued at $9.8M), COM (+115.6K shares, valued at $3.9M), BIL (+30.3K shares, valued at $2.8M); decreased their positions in AAPL (-53.1K shares, valued at $13.5M), CNQ (-56.5K shares, valued at $2.8M), CVX (-10.6K shares, valued at $2.2M); initiated new positions in COM (+115.6K shares, valued at $3.9M), USRT (+27.9K shares, valued at $1.7M), CELH (+40.7K shares, valued at $1.4M).

1M P&L

+13.7M+3.79%

3M P&L

-35.3M-8.61%

HY P&L

-8.0M-2.09%

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/A195.7M

57.1%

2Consumer Electronics30.1M

8.8%

3Semiconductors9.9M

2.9%

Top Industries by Stock Count

1N/A56 stocks

35.7%

2Utilities - Regulated Electric7 stocks

4.5%

3Semiconductors5 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FLOT ISHARES TR682.3K shares39.39%2026-03-312026-04-29

AAPL APPLE INC118.4K shares-30.96%2026-03-312026-04-29

DIVI FRANKLIN TEMPLETON ETF TR590.2K shares0.30%2026-03-312026-04-29

VO VANGUARD INDEX FDS53.7K shares1.45%2026-03-312026-04-29

EYLD CAMBRIA ETF TR287.0K shares0.53%2026-03-312026-04-29

DGRO ISHARES TR168.0K shares3.52%2026-03-312026-04-29

MGC VANGUARD WORLD FD48.1K shares1.19%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR377.8K shares-0.74%2026-03-312026-04-29

Sponsored

VB VANGUARD INDEX FDS37.1K shares0.26%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR88.0K shares-1.06%2026-03-312026-04-29

NVDA NVIDIA CORPORATION40.2K shares-7.55%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION6.1K shares34.06%2026-03-312026-04-29

VBR VANGUARD INDEX FDS20.8K shares0.51%2026-03-312026-04-29

CVX CHEVRON CORPORATION21.4K shares-33.15%2026-03-312026-04-29

EW EDWARDS LIFESCIENCES CORP50.3K shares-5.82%2026-03-312026-04-29

COM DIREXION SHARES ETF TRUST115.6K sharesnew addition2026-03-312026-04-29

Sponsored

VCSH VANGUARD SCOTTSDALE FDS46.3K shares2.42%2026-03-312026-04-29

CTA SIMPLIFY EXCHANGE TRADED FUN118.3K shares2.94%2026-03-312026-04-29

DFCA DIMENSIONAL ETF TRUST66.1K shares23.61%2026-03-312026-04-29

BIL SPDR SERIES TRUST35.7K shares557.94%2026-03-312026-04-29

DIS DISNEY WALT CO33.5K shares2.74%2026-03-312026-04-29

VTI VANGUARD INDEX FDS9.4K shares-0.51%2026-03-312026-04-29

MA MASTERCARD INCORPORATED5.6K shares-4.61%2026-03-312026-04-29

LITE LUMENTUM HLDGS INC4.0K shares1.24%2026-03-312026-04-29

Sponsored

MCK MCKESSON CORP3.2K shares-6.18%2026-03-312026-04-29

EA ELECTRONIC ARTS INC13.5K shares-5.75%2026-03-312026-04-29

VMBS VANGUARD SCOTTSDALE FDS58.6K shares3.87%2026-03-312026-04-29

TPL TEXAS PACIFIC LAND CORPORATI5.8K shares35.98%2026-03-312026-04-29

IUSG ISHARES TR16.9K shares-1.23%2026-03-312026-04-29

NEE NEXTERA ENERGY INC27.6K shares428.09%2026-03-312026-04-29

CENCORA INC CENCORA INC7.9K shares-5.24%2026-03-312026-04-29

CNQ CANADIAN NAT RES LTD MED TER50.3K shares-52.89%2026-03-312026-04-29

Sponsored

VCIT VANGUARD SCOTTSDALE FDS29.6K shares9.35%2026-03-312026-04-29

MCD MCDONALDS CORP7.9K shares-45.26%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC24.4K shares-2.01%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO8.1K shares-2.59%2026-03-312026-04-29

CME CME GROUP INC8.0K shares-6.40%2026-03-312026-04-29

ESGD ISHARES TR24.7K shares-1.58%2026-03-312026-04-29

XEL XCEL ENERGY INC29.4K shares-5.84%2026-03-312026-04-29

MSFT MICROSOFT CORP6.1K shares-6.07%2026-03-312026-04-29

Sponsored

ABNB AIRBNB INC17.1K shares-10.13%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC6.2K shares101.83%2026-03-312026-04-29

STLD STEEL DYNAMICS INC11.3K shares-6.01%2026-03-312026-04-29

T AT&T INC66.8K shares3.80%2026-03-312026-04-29

DGX QUEST DIAGNOSTICS INC9.8K shares-1.47%2026-03-312026-04-29

AMZN AMAZON COM INC9.2K shares-7.17%2026-03-312026-04-29

V VISA INC6.0K shares-2.11%2026-03-312026-04-29

SHY ISHARES TR21.7K shares0.39%2026-03-312026-04-29

Sponsored

XOM EXXON MOBIL CORP10.1K shares1.14%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.5K shares0.00%2026-03-312026-04-29

IUSV ISHARES TR16.4K shares0.00%2026-03-312026-04-29

JPIB J P MORGAN EXCHANGE TRADED F34.7K shares1.30%2026-03-312026-04-29

USRT ISHARES TR27.9K sharesnew addition2026-03-312026-04-29

CIEN CIENA CORP4.0K shares1.46%2026-03-312026-04-29

TSLA TESLA INC4.1K shares-12.70%2026-03-312026-04-29

WDC WESTERN DIGITAL CORP5.5K shares0.45%2026-03-312026-04-29

Sponsored

SHYG ISHARES TR35.2K shares4.10%2026-03-312026-04-29

ALPHABET INC ALPHABET INC5.2K shares-1.07%2026-03-312026-04-29

GILD GILEAD SCIENCES INC10.4K shares-8.65%2026-03-312026-04-29

CELH CELSIUS HLDGS INC40.7K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.9K shares20.04%2026-03-312026-04-29

NKE NIKE INC26.3K shares0.00%2026-03-312026-04-29

JPST J P MORGAN EXCHANGE TRADED F27.1K shares-8.85%2026-03-312026-04-29

HCA HCA HEALTHCARE INC2.7K sharesnew addition2026-03-312026-04-29

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP6.0K sharesnew addition2026-03-312026-04-29

SNDK SANDISK CORP1.9K sharesnew addition2026-03-312026-04-29

FBT FIRST TR EXCHANGE-TRADED FD5.9K sharesnew addition2026-03-312026-04-29

VUSB VANGUARD BD INDEX FDS23.9K shares-6.34%2026-03-312026-04-29

FTXR FIRST TR EXCHANGE TRADED FD30.6K sharesnew addition2026-03-312026-04-29

FTXL FIRST TR EXCHANGE TRADED FD7.9K shares-54.72%2026-03-312026-04-29

RTX RTX CORPORATION6.0K shares-2.59%2026-03-312026-04-29

CALI BLACKROCK ETF TRUST II22.9K shares51.32%2026-03-312026-04-29

Sponsored

MISL FIRST TR EXCHANGE-TRADED FD25.9K shares-23.57%2026-03-312026-04-29

IEF ISHARES TR12.1K shares5.96%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS23.1K shares0.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR1.9K shares251.36%2026-03-312026-04-29

FXN FIRST TR EXCHANGE-TRADED FD49.6K sharesnew addition2026-03-312026-04-29

SHW SHERWIN WILLIAMS CO3.4K shares0.00%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON4.1K shares0.00%2026-03-312026-04-29

WBD WARNER BROS DISCOVERY INC36.7K shares-1.87%2026-03-312026-04-29

Sponsored

BROADCOM INC BROADCOM INC3.2K shares0.00%2026-03-312026-04-29

AA ALCOA CORP14.8K sharesnew addition2026-03-312026-04-29

MKC MCCORMICK & CO INC19.0K shares0.00%2026-03-312026-04-29

CC CHEMOURS CO42.2K sharesnew addition2026-03-312026-04-29

LYB LYONDELLBASELL INDUSTRIES NV11.5K sharesnew addition2026-03-312026-04-29

VEA VANGUARD TAX-MANAGED FDS14.4K shares0.00%2026-03-312026-04-29

SUB ISHARES TR8.5K shares0.00%2026-03-312026-04-29

APA CORPORATION APA CORPORATION21.4K sharesnew addition2026-03-312026-04-29

Sponsored

FALN ISHARES TR33.9K shares5.06%2026-03-312026-04-29

ACHC ACADIA HEALTHCARE COMPANY IN38.5K sharesnew addition2026-03-312026-04-29

SSRM SSR MINING IN30.1K shares0.56%2026-03-312026-04-29

MS MORGAN STANLEY5.3K shares0.00%2026-03-312026-04-29

CAR AVIS BUDGET GROUP INC5.8K shares13.80%2026-03-312026-04-29

CF CF INDUSTRIES HOLD6.4K sharesnew addition2026-03-312026-04-29

PG PROCTER & GAMBLE CO5.5K shares0.00%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T1.2K shares-9.68%2026-03-312026-04-29

Sponsored

HD HOME DEPOT INC2.3K shares-4.19%2026-03-312026-04-29

HII HUNTINGTON INGALLS INDS INC2.0K shares1.12%2026-03-312026-04-29

HE HAWAIIAN ELEC INDS INC MTN B50.4K shares1.35%2026-03-312026-04-29

LNG CHENIERE ENERGY INC2.6K sharesnew addition2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-29

EXC EXELON CORP14.2K shares2.37%2026-03-312026-04-29

ABBV ABBVIE INC3.1K shares-1.48%2026-03-312026-04-29

SLQT SELECTQUOTE INC1.1M shares0.00%2026-03-312026-04-29

Sponsored

NUSC NUSHARES ETF TR14.5K shares-5.54%2026-03-312026-04-29

ED CONSOLIDATED EDISON INC5.7K shares1.76%2026-03-312026-04-29

SUSA ISHARES TR4.9K shares-5.80%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE2.1K shares-61.49%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD12.5K shares0.00%2026-03-312026-04-29

CBOE CBOE GLOBAL MKTS INC2.0K shares-0.36%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS2.2K shares0.00%2026-03-312026-04-29

ESGE ISHARES INC11.8K shares0.00%2026-03-312026-04-29

Sponsored

TXG 10X GENOMICS INC23.8K shares2.35%2026-03-312026-04-29

DOW DOW HLDGS INC11.9K sharesnew addition2026-03-312026-04-29

ORCL ORACLE CORP3.4K shares-9.17%2026-03-312026-04-29

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC9.7K shares1.01%2026-03-312026-04-29

ENPH ENPHASE ENERGY INC12.6K shares97.49%2026-03-312026-04-29

TJX TJX COS INC NEW3.0K shares0.07%2026-03-312026-04-29

COF CAPITAL ONE FINL CORP2.6K shares-2.90%2026-03-312026-04-29

Sponsored

VWO VANGUARD INTL EQUITY INDEX F8.6K shares0.00%2026-03-312026-04-29

EMLC VANECK ETF TRUST17.9K shares2.30%2026-03-312026-04-29

AZO AUTOZONE INC132 shares-0.75%2026-03-312026-04-29

GEV GE VERNOVA INC510 shares-12.22%2026-03-312026-04-29

CSX CSX CORP10.8K shares0.00%2026-03-312026-04-29

CSCO CISCO SYS INC5.7K shares-4.96%2026-03-312026-04-29

WMT WALMART INC3.5K shares0.00%2026-03-312026-04-29

RVTY REVVITY INC4.8K shares0.00%2026-03-312026-04-29

Sponsored

ALL ALLSTATE CORP2.0K shares0.00%2026-03-312026-04-29

AFL AFLAC INC3.7K shares0.00%2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS650 sharesnew addition2026-03-312026-04-29

NOC NORTHROP GRUMMAN CORP549 shares-15.41%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40600 shares0.00%2026-03-312026-04-29

EATON CORP PLC EATON CORP PLC1.0K shares0.00%2026-03-312026-04-29

BA BOEING CO1.8K shares-25.31%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC3.0K shares0.00%2026-03-312026-04-29

Sponsored

SBUX STARBUCKS CORP4.1K shares0.00%2026-03-312026-04-29

REGL PROSHARES TR4.2K shares0.00%2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP3.7K shares0.00%2026-03-312026-04-29

AMT AMERICAN TOWER CORP2.0K shares2.88%2026-03-312026-04-29

VGT VANGUARD WORLD FD490 shares0.00%2026-03-312026-04-29

PM PHILIP MORRIS INTL INC2.1K shares-15.86%2026-03-312026-04-29

IVV ISHARES TR515 shares0.00%2026-03-312026-04-29

BAC BANK AMERICA CORP6.5K shares-0.93%2026-03-312026-04-29

Sponsored

HON HONEYWELL INTL INC1.4K shares0.07%2026-03-312026-04-29

CEG CONSTELLATION ENERGY CORP1.1K shares0.00%2026-03-312026-04-29

EDV VANGUARD WORLD FD4.7K shares6.36%2026-03-312026-04-29

DIVO AMPLIFY ETF TR6.8K shares0.00%2026-03-312026-04-29

INTC INTEL CORP6.7K shares0.00%2026-03-312026-04-29

META META PLATFORMS INC511 shares-4.31%2026-03-312026-04-29

VSAT VIASAT INC6.0K sharesnew addition2026-03-312026-04-29

UNP UNION PAC CORP1.1K shares-1.90%2026-03-312026-04-29

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC806 shares-22.94%2026-03-312026-04-29

JBL JABIL INC1.0K shares2.20%2026-03-312026-04-29

AME AMETEK INC1.3K shares0.00%2026-03-312026-04-29

EMHY ISHARES INC6.7K shares2.35%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP430 shares0.00%2026-03-312026-04-29

FCAL FIRST TR EXCH TRADED FD III5.3K shares-4.78%2026-03-312026-04-29

KO COCA COLA CO3.4K shares0.00%2026-03-312026-04-29

PNW PINNACLE WEST CAP CORP2.5K shares0.00%2026-03-312026-04-29

Sponsored

AMGN AMGEN INC705 shares0.00%2026-03-312026-04-29

AMAT APPLIED MATLS INC720 sharesnew addition2026-03-312026-04-29

ALB ALBEMARLE CORP1.3K sharesnew addition2026-03-312026-04-29

ETR ENTERGY CORP NEW2.1K sharesnew addition2026-03-312026-04-29

EMR EMERSON ELEC CO1.7K shares0.00%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC2.9K shares8.28%2026-03-312026-04-29

MSI MOTOROLA SOLUTIONS INC469 sharesnew addition2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC995 shares-67.78%2026-03-312026-04-29

Sponsored

CASY CASEYS GEN STORES INC275 sharesnew addition2026-03-312026-04-29

MUJ BLACKROCK MUNIHLDGS NJ QLTY10.0K shares0.00%2026-03-312026-04-29

VCV INVESCO CALIF VALUE MUN INCO10.3K shares0.00%2026-03-312026-04-29

FLOT

ISHARES TR

39.39%

Shares682.3K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-30.96%

Shares118.4K

Event2026-03-31

Filed2026-04-29

DIVI

FRANKLIN TEMPLETON ETF TR

0.30%

Shares590.2K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

1.45%

Shares53.7K

Event2026-03-31

Filed2026-04-29

EYLD

CAMBRIA ETF TR

0.53%

Shares287.0K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

3.52%

Shares168.0K

Event2026-03-31

Filed2026-04-29

MGC

VANGUARD WORLD FD

1.19%

Shares48.1K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

-0.74%

Shares377.8K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

0.26%

Shares37.1K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-1.06%

Shares88.0K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-7.55%

Shares40.2K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

34.06%

Shares6.1K

Event2026-03-31

Filed2026-04-29

VBR

VANGUARD INDEX FDS

0.51%

Shares20.8K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-33.15%

Shares21.4K

Event2026-03-31

Filed2026-04-29

EDWARDS LIFESCIENCES CORP

-5.82%

Shares50.3K

Event2026-03-31

Filed2026-04-29

COM

DIREXION SHARES ETF TRUST

New

Shares115.6K

Event2026-03-31

Filed2026-04-29

VCSH

VANGUARD SCOTTSDALE FDS

2.42%

Shares46.3K

Event2026-03-31

Filed2026-04-29

CTA

SIMPLIFY EXCHANGE TRADED FUN

2.94%

Shares118.3K

Event2026-03-31

Filed2026-04-29

DFCA

DIMENSIONAL ETF TRUST

23.61%

Shares66.1K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

557.94%

Shares35.7K

Event2026-03-31

Filed2026-04-29

DIS

DISNEY WALT CO

2.74%

Shares33.5K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-0.51%

Shares9.4K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

-4.61%

Shares5.6K

Event2026-03-31

Filed2026-04-29

LITE

LUMENTUM HLDGS INC

1.24%

Shares4.0K

Event2026-03-31

Filed2026-04-29

MCK

MCKESSON CORP

-6.18%

Shares3.2K

Event2026-03-31

Filed2026-04-29

ELECTRONIC ARTS INC

-5.75%

Shares13.5K

Event2026-03-31

Filed2026-04-29

VMBS

VANGUARD SCOTTSDALE FDS

3.87%

Shares58.6K

Event2026-03-31

Filed2026-04-29

TPL

TEXAS PACIFIC LAND CORPORATI

35.98%

Shares5.8K

Event2026-03-31

Filed2026-04-29

IUSG

ISHARES TR

-1.23%

Shares16.9K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

428.09%

Shares27.6K

Event2026-03-31

Filed2026-04-29

CENCORA INC

-5.24%

Shares7.9K

Event2026-03-31

Filed2026-04-29

CNQ

CANADIAN NAT RES LTD MED TER

-52.89%

Shares50.3K

Event2026-03-31

Filed2026-04-29

VCIT

VANGUARD SCOTTSDALE FDS

9.35%

Shares29.6K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-45.26%

Shares7.9K

Event2026-03-31

Filed2026-04-29

MARVELL TECHNOLOGY INC

-2.01%

Shares24.4K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-2.59%

Shares8.1K

Event2026-03-31

Filed2026-04-29

CME

CME GROUP INC

-6.40%

Shares8.0K

Event2026-03-31

Filed2026-04-29

ESGD

ISHARES TR

-1.58%

Shares24.7K

Event2026-03-31

Filed2026-04-29

XEL

XCEL ENERGY INC

-5.84%

Shares29.4K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-6.07%

Shares6.1K

Event2026-03-31

Filed2026-04-29

ABNB

AIRBNB INC

-10.13%

Shares17.1K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

101.83%

Shares6.2K

Event2026-03-31

Filed2026-04-29

STLD

STEEL DYNAMICS INC

-6.01%

Shares11.3K

Event2026-03-31

Filed2026-04-29

AT&T INC

3.80%

Shares66.8K

Event2026-03-31

Filed2026-04-29

DGX

QUEST DIAGNOSTICS INC

-1.47%

Shares9.8K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-7.17%

Shares9.2K

Event2026-03-31

Filed2026-04-29

VISA INC

-2.11%

Shares6.0K

Event2026-03-31

Filed2026-04-29

SHY

ISHARES TR

0.39%

Shares21.7K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

1.14%

Shares10.1K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

IUSV

ISHARES TR

0.00%

Shares16.4K

Event2026-03-31

Filed2026-04-29

JPIB

J P MORGAN EXCHANGE TRADED F

1.30%

Shares34.7K

Event2026-03-31

Filed2026-04-29

USRT

ISHARES TR

New

Shares27.9K

Event2026-03-31

Filed2026-04-29

CIEN

CIENA CORP

1.46%

Shares4.0K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-12.70%

Shares4.1K

Event2026-03-31

Filed2026-04-29

WDC

WESTERN DIGITAL CORP

0.45%

Shares5.5K

Event2026-03-31

Filed2026-04-29

SHYG

ISHARES TR

4.10%

Shares35.2K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-1.07%

Shares5.2K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

-8.65%

Shares10.4K

Event2026-03-31

Filed2026-04-29

CELH

CELSIUS HLDGS INC

New

Shares40.7K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

20.04%

Shares4.9K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

0.00%

Shares26.3K

Event2026-03-31

Filed2026-04-29

JPST

J P MORGAN EXCHANGE TRADED F

-8.85%

Shares27.1K

Event2026-03-31

Filed2026-04-29

HCA

HCA HEALTHCARE INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

New

Shares6.0K

Event2026-03-31

Filed2026-04-29

SNDK

SANDISK CORP

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

FBT

FIRST TR EXCHANGE-TRADED FD

New

Shares5.9K

Event2026-03-31

Filed2026-04-29

VUSB

VANGUARD BD INDEX FDS

-6.34%

Shares23.9K

Event2026-03-31

Filed2026-04-29

FTXR

FIRST TR EXCHANGE TRADED FD

New

Shares30.6K

Event2026-03-31

Filed2026-04-29

FTXL

FIRST TR EXCHANGE TRADED FD

-54.72%

Shares7.9K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

-2.59%

Shares6.0K

Event2026-03-31

Filed2026-04-29

CALI

BLACKROCK ETF TRUST II

51.32%

Shares22.9K

Event2026-03-31

Filed2026-04-29

MISL

FIRST TR EXCHANGE-TRADED FD

-23.57%

Shares25.9K

Event2026-03-31

Filed2026-04-29

IEF

ISHARES TR

5.96%

Shares12.1K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

0.00%

Shares23.1K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

251.36%

Shares1.9K

Event2026-03-31

Filed2026-04-29

FXN

FIRST TR EXCHANGE-TRADED FD

New

Shares49.6K

Event2026-03-31

Filed2026-04-29

SHW

SHERWIN WILLIAMS CO

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

WBD

WARNER BROS DISCOVERY INC

-1.87%

Shares36.7K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-29

ALCOA CORP

New

Shares14.8K

Event2026-03-31

Filed2026-04-29

MKC

MCCORMICK & CO INC

0.00%

Shares19.0K

Event2026-03-31

Filed2026-04-29

CHEMOURS CO

New

Shares42.2K

Event2026-03-31

Filed2026-04-29

LYB

LYONDELLBASELL INDUSTRIES NV

New

Shares11.5K

Event2026-03-31

Filed2026-04-29

VEA

VANGUARD TAX-MANAGED FDS

0.00%

Shares14.4K

Event2026-03-31

Filed2026-04-29

SUB

ISHARES TR

0.00%

Shares8.5K

Event2026-03-31

Filed2026-04-29

APA CORPORATION

New

Shares21.4K

Event2026-03-31

Filed2026-04-29

FALN

ISHARES TR

5.06%

Shares33.9K

Event2026-03-31

Filed2026-04-29

ACHC

ACADIA HEALTHCARE COMPANY IN

New

Shares38.5K

Event2026-03-31

Filed2026-04-29

SSRM

SSR MINING IN

0.56%

Shares30.1K

Event2026-03-31

Filed2026-04-29

MORGAN STANLEY

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-29

CAR

AVIS BUDGET GROUP INC

13.80%

Shares5.8K

Event2026-03-31

Filed2026-04-29

CF INDUSTRIES HOLD

New

Shares6.4K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-9.68%

Shares1.2K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

-4.19%

Shares2.3K

Event2026-03-31

Filed2026-04-29

HII

HUNTINGTON INGALLS INDS INC

1.12%

Shares2.0K

Event2026-03-31

Filed2026-04-29

HAWAIIAN ELEC INDS INC MTN B

1.35%

Shares50.4K

Event2026-03-31

Filed2026-04-29

LNG

CHENIERE ENERGY INC

New

Shares2.6K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-04-29

EXC

EXELON CORP

2.37%

Shares14.2K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-1.48%

Shares3.1K

Event2026-03-31

Filed2026-04-29

SLQT

SELECTQUOTE INC

0.00%

Shares1.1M

Event2026-03-31

Filed2026-04-29

NUSC

NUSHARES ETF TR

-5.54%

Shares14.5K

Event2026-03-31

Filed2026-04-29

CONSOLIDATED EDISON INC

1.76%

Shares5.7K

Event2026-03-31

Filed2026-04-29

SUSA

ISHARES TR

-5.80%

Shares4.9K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

-61.49%

Shares2.1K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.5K

Event2026-03-31

Filed2026-04-29

CBOE

CBOE GLOBAL MKTS INC

-0.36%

Shares2.0K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ESGE

ISHARES INC

0.00%

Shares11.8K

Event2026-03-31

Filed2026-04-29

TXG

10X GENOMICS INC

2.35%

Shares23.8K

Event2026-03-31

Filed2026-04-29

DOW

DOW HLDGS INC

New

Shares11.9K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-9.17%

Shares3.4K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

1.01%

Shares9.7K

Event2026-03-31

Filed2026-04-29

ENPH

ENPHASE ENERGY INC

97.49%

Shares12.6K

Event2026-03-31

Filed2026-04-29

TJX

TJX COS INC NEW

0.07%

Shares3.0K

Event2026-03-31

Filed2026-04-29

COF

CAPITAL ONE FINL CORP

-2.90%

Shares2.6K

Event2026-03-31

Filed2026-04-29

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-29

EMLC

VANECK ETF TRUST

2.30%

Shares17.9K

Event2026-03-31

Filed2026-04-29

AZO

AUTOZONE INC

-0.75%

Shares132

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

-12.22%

Shares510

Event2026-03-31

Filed2026-04-29

CSX

CSX CORP

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-4.96%

Shares5.7K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-04-29

RVTY

REVVITY INC

0.00%

Shares4.8K

Event2026-03-31

Filed2026-04-29

ALL

ALLSTATE CORP

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-29

AFL

AFLAC INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

New

Shares650

Event2026-03-31

Filed2026-04-29

NOC

NORTHROP GRUMMAN CORP

-15.41%

Shares549

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

0.00%

Shares600

Event2026-03-31

Filed2026-04-29

EATON CORP PLC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-29

BOEING CO

-25.31%

Shares1.8K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-29

SBUX

STARBUCKS CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-04-29

REGL

PROSHARES TR

0.00%

Shares4.2K

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-29

AMT

AMERICAN TOWER CORP

2.88%

Shares2.0K

Event2026-03-31

Filed2026-04-29

VGT

VANGUARD WORLD FD

0.00%

Shares490

Event2026-03-31

Filed2026-04-29

PHILIP MORRIS INTL INC

-15.86%

Shares2.1K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

0.00%

Shares515

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-0.93%

Shares6.5K

Event2026-03-31

Filed2026-04-29

HON

HONEYWELL INTL INC

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-29

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-29

EDV

VANGUARD WORLD FD

6.36%

Shares4.7K

Event2026-03-31

Filed2026-04-29

DIVO

AMPLIFY ETF TR

0.00%

Shares6.8K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

0.00%

Shares6.7K

Event2026-03-31

Filed2026-04-29