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The Analysis of Triumph Capital Management's Holdings & P&L

Currently, Triumph Capital Management holds 1838 types of securities in its portfolio with a total value $491.2M. In the most recent quarter, they have increased their positions in USIG (+114.0K shares, valued at $5.8M), FPE (+266.7K shares, valued at $4.7M), UCON (+185.1K shares, valued at $4.6M); decreased their positions in FDL (-113.1K shares, valued at $5.7M), XLP (-59.8K shares, valued at $4.9M), FTSM (-68.5K shares, valued at $4.1M); initiated new positions in NBSD (+17.0K shares, valued at $860.9K), FN (+1.5K shares, valued at $777.1K), JAZZ (+2.5K shares, valued at $481.1K).

1M P&L

-273.4K-0.06%

3M P&L

+10.7M+2.26%

HY P&L

+12.2M+2.59%

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/A320.7M

68.9%

2Consumer Electronics17.2M

3.7%

3Software - Infrastructure15.4M

3.3%

Top Industries by Stock Count

1N/A764 stocks

44.5%

2Banks - Regional47 stocks

2.7%

3Asset Management45 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC67.5K shares6.63%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T15.7K shares-1.16%2026-03-312026-05-13

FIXD FIRST TR EXCHNG TRADED FD VI233.8K shares-0.54%2026-03-312026-05-13

FTSM FIRST TR EXCHANGE-TRADED FD152.3K shares-31.01%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD131.8K shares-0.02%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD90.3K shares0.26%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD206.5K shares-0.77%2026-03-312026-05-13

DFSD DIMENSIONAL ETF TRUST164.1K shares9.13%2026-03-312026-05-13

Sponsored

BND VANGUARD BD INDEX FDS104.5K shares-7.28%2026-03-312026-05-13

IVV ISHARES TR11.3K shares1.70%2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD140.2K shares3.02%2026-03-312026-05-13

USIG ISHARES TR135.5K shares530.64%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR11.4K shares0.66%2026-03-312026-05-13

SFLR INNOVATOR ETFS TRUST181.4K shares0.23%2026-03-312026-05-13

FEX FIRST TR EXCHANGE-TRADED ALP51.8K shares-0.37%2026-03-312026-05-13

TLT ISHARES TR72.5K shares38.38%2026-03-312026-05-13

Sponsored

JPST J P MORGAN EXCHANGE TRADED F122.4K shares-16.93%2026-03-312026-05-13

NVDA NVIDIA CORPORATION33.6K shares23.40%2026-03-312026-05-13

AMZN AMAZON COM INC28.0K shares18.36%2026-03-312026-05-13

IWR ISHARES TR60.0K shares0.60%2026-03-312026-05-13

FPE FIRST TR EXCH TRADED FD III309.9K shares617.49%2026-03-312026-05-13

IGV ISHARES TR68.2K shares374.11%2026-03-312026-05-13

IWM ISHARES TR21.6K shares7.58%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO16.9K shares13.28%2026-03-312026-05-13

Sponsored

UCON FIRST TR EXCHNG TRADED FD VI192.7K shares2435.32%2026-03-312026-05-13

ZALT INNOVATOR ETFS TRUST144.0K shares32.67%2026-03-312026-05-13

MSFT MICROSOFT CORP12.6K shares42.13%2026-03-312026-05-13

QFLR INNOVATOR ETFS TRUST137.6K shares1.57%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL8.9K shares0.58%2026-03-312026-05-13

QUAL ISHARES TR21.3K shares-5.92%2026-03-312026-05-13

VFLO VICTORY PORTFOLIOS II100.2K shares1.70%2026-03-312026-05-13

WFC WELLS FARGO & CO44.3K shares-0.07%2026-03-312026-05-13

Sponsored

KNG FIRST TR EXCHANGE-TRADED FD61.3K shares4.22%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD46.9K shares3.06%2026-03-312026-05-13

SPYI NEOS ETF TRUST59.2K shares12.83%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC19.4K shares109.16%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST57.4K shares3.26%2026-03-312026-05-13

SPYM SPDR SERIES TRUST33.8K shares4.21%2026-03-312026-05-13

KHPI MANAGED PORTFOLIO SERIES105.7K shares3.15%2026-03-312026-05-13

VPLS VANGUARD MALVERN FDS31.3K shares12.69%2026-03-312026-05-13

Sponsored

AIRR FIRST TR EXCHANGE TRADED FD21.1K shares-0.83%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST44.0K shares13.45%2026-03-312026-05-13

MOAT VANECK ETF TRUST23.8K shares-5.05%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F39.7K shares21.86%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD13.7K shares-0.25%2026-03-312026-05-13

VTI VANGUARD INDEX FDS6.9K shares0.65%2026-03-312026-05-13

SOFI SOFI TECHNOLOGIES INC140.0K shares12.43%2026-03-312026-05-13

META META PLATFORMS INC3.8K shares18.73%2026-03-312026-05-13

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD43.0K shares-72.46%2026-03-312026-05-13

LLY ELI LILLY & CO2.4K shares55.90%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST30.5K shares17.44%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F37.1K shares117.96%2026-03-312026-05-13

TLTW ISHARES TR90.3K shares80.51%2026-03-312026-05-13

XOM EXXON MOBIL CORP11.8K shares-1.26%2026-03-312026-05-13

FVD FIRST TR EXCHANGE-TRADED FD41.8K shares-9.15%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND4.1K shares3.96%2026-03-312026-05-13

Sponsored

BALT INNOVATOR ETFS TRUST55.3K shares17.77%2026-03-312026-05-13

RDVI FIRST TR EXCHANGE-TRADED FD70.6K shares2.27%2026-03-312026-05-13

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN82.1K shares16.58%2026-03-312026-05-13

RIVN RIVIAN AUTOMOTIVE INC113.7K shares18.03%2026-03-312026-05-13

JTEK J P MORGAN EXCHANGE TRADED F21.3K shares6.84%2026-03-312026-05-13

ORCL ORACLE CORP11.3K shares43.05%2026-03-312026-05-13

PG PROCTER & GAMBLE CO11.4K shares-2.93%2026-03-312026-05-13

DISV DIMENSIONAL ETF TRUST41.6K shares14.84%2026-03-312026-05-13

Sponsored

QCOM QUALCOMM INC12.7K shares44.49%2026-03-312026-05-13

NJAN INNOVATOR ETFS TRUST30.0K shares-7.64%2026-03-312026-05-13

AON PLC AON PLC5.0K shares0.04%2026-03-312026-05-13

PFE PFIZER INC56.4K shares206.79%2026-03-312026-05-13

TSPY ETF OPPORTUNITIES TRUST66.7K shares5.50%2026-03-312026-05-13

DFEV DIMENSIONAL ETF TRUST43.1K shares22.90%2026-03-312026-05-13

CPNG COUPANG INC81.0K shares50.64%2026-03-312026-05-13

SGOV ISHARES TR15.1K shares1.16%2026-03-312026-05-13

Sponsored

BA BOEING CO7.6K shares-5.72%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST24.1K shares20.05%2026-03-312026-05-13

TSLA TESLA INC4.0K shares10.47%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC32.7K shares38.06%2026-03-312026-05-13

FTHI FIRST TR EXCHANGE TRADED FD64.1K shares18.54%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC7.2K shares74.91%2026-03-312026-05-13

MELI MERCADOLIBRE INC843 shares34.88%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares23.19%2026-03-312026-05-13

Sponsored

EIX EDISON INTL19.6K shares394.61%2026-03-312026-05-13

GPIQ GOLDMAN SACHS ETF TR28.8K shares658.57%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F30.7K shares20.46%2026-03-312026-05-13

GM GENERAL MTRS CO18.7K shares1956.06%2026-03-312026-05-13

IREN IREN LIMITED40.4K shares82.99%2026-03-312026-05-13

IQLT ISHARES TR29.7K shares-0.06%2026-03-312026-05-13

FYX FIRST TR EXCHANGE-TRADED ALP11.3K shares-13.13%2026-03-312026-05-13

ALPHABET INC ALPHABET INC4.7K shares12.97%2026-03-312026-05-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 402.1K shares-12.56%2026-03-312026-05-13

BKLN INVESCO EXCH TRADED FD TR II62.2K shares3.14%2026-03-312026-05-13

GJAN FIRST TR EXCHNG TRADED FD VI30.2K shares7.47%2026-03-312026-05-13

CLOA BLACKROCK ETF TRUST II24.1K shares1.26%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC3.7K shares-15.86%2026-03-312026-05-13

BMY BRISTOL-MYERS SQUIBB CO20.0K shares21.52%2026-03-312026-05-13

FNX FIRST TR EXCHANGE-TRADED ALP9.4K shares342.41%2026-03-312026-05-13

HTGC HERCULES CAPITAL INC81.9K shares752.29%2026-03-312026-05-13

Sponsored

VBIL VANGUARD INSTL INDEX FD15.8K shares-20.40%2026-03-312026-05-13

PDO PIMCO DYNAMIC INCOME OPRNTS89.6K shares10.39%2026-03-312026-05-13

RYLD GLOBAL X FDS77.2K shares3.73%2026-03-312026-05-13

MAGS LISTED FDS TR19.7K shares100.20%2026-03-312026-05-13

OMF ONEMAIN HLDGS INC21.3K shares188.62%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO3.7K shares783.25%2026-03-312026-05-13

WCMI FIRST TR EXCHANGE-TRADED FD65.0K shares0.00%2026-03-312026-05-13

QYLD GLOBAL X FDS63.0K shares2.40%2026-03-312026-05-13

Sponsored

ZS ZSCALER INC7.5K shares500.16%2026-03-312026-05-13

NOW SERVICENOW INC10.0K shares1195.61%2026-03-312026-05-13

GLDM WORLD GOLD TR11.3K shares5.53%2026-03-312026-05-13

FGD FIRST TR EXCHANGE-TRADED FD32.3K shares18.80%2026-03-312026-05-13

SPEM SPDR INDEX SHS FDS21.9K shares-1.77%2026-03-312026-05-13

CEFS EXCHANGE LISTED FDS TR45.3K shares3.58%2026-03-312026-05-13

ECO OKEANIS ECO TANKERS COR19.8K shares150.63%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.1K shares19.07%2026-03-312026-05-13

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD8.8K shares11.14%2026-03-312026-05-13

SGDJ SPROTT ETF TRUST11.1K shares179.09%2026-03-312026-05-13

RVT ROYCE SMALL CAP TRUST INC57.3K shares7.31%2026-03-312026-05-13

NU NU HLDGS LTD65.8K shares-6.61%2026-03-312026-05-13

OKTA OKTA INC12.0K shares51.39%2026-03-312026-05-13

INCY INCYTE CORP9.9K shares1453.22%2026-03-312026-05-13

BNDX VANGUARD CHARLOTTE FDS19.3K shares-81.27%2026-03-312026-05-13

GDEC FIRST TR EXCHNG TRADED FD VI25.0K shares0.00%2026-03-312026-05-13

Sponsored

SMTH ALPS ETF TR35.4K shares-5.67%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC12.7K shares-11.10%2026-03-312026-05-13

IDMO INVESCO EXCH TRADED FD TR II16.3K shares3578.38%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II3.7K shares87.39%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F6.3K shares473.22%2026-03-312026-05-13

PFFD GLOBAL X FDS47.0K shares3.57%2026-03-312026-05-13

NBSD NEUBERGER BERMAN ETF TRUST17.0K sharesnew addition2026-03-312026-05-13

XYLD GLOBAL X FDS21.6K shares4.84%2026-03-312026-05-13

Sponsored

UNOV INNOVATOR ETFS TRUST22.2K shares4.31%2026-03-312026-05-13

GME GAMESTOP CORP35.7K shares-21.16%2026-03-312026-05-13

PTY PIMCO CORPORATE & INCOME OPP67.1K shares2.86%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.8K shares8.80%2026-03-312026-05-13

HQH ABRDN HEALTHCARE INVESTORS44.9K shares3.38%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC15.6K shares1.08%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC2.9K shares15.24%2026-03-312026-05-13

FN FABRINET1.5K sharesnew addition2026-03-312026-05-13

Sponsored

VCIT VANGUARD SCOTTSDALE FDS9.3K shares9.98%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR15.2K shares-26.43%2026-03-312026-05-13

VSS VANGUARD INTL EQUITY INDEX F5.2K shares735.31%2026-03-312026-05-13

AGG ISHARES TR7.5K shares37.41%2026-03-312026-05-13

JPC NUVEEN PFD & INCOME OPPORTUN93.6K shares3.37%2026-03-312026-05-13

IGLD FIRST TR EXCHANGE-TRADED FD27.7K shares1267.57%2026-03-312026-05-13

SHOP SHOPIFY INC5.9K shares9.00%2026-03-312026-05-13

GBIL GOLDMAN SACHS ETF TR6.9K shares-12.43%2026-03-312026-05-13

Sponsored

XLSR SSGA ACTIVE TR11.8K shares6.16%2026-03-312026-05-13

SDIV GLOBAL X FDS27.0K shares-1.34%2026-03-312026-05-13

AGNC AGNC INVT CORP66.3K shares12.98%2026-03-312026-05-13

SLRC SLR INVESTMENT CORP46.9K shares10.34%2026-03-312026-05-13

FOUR SHIFT4 PMTS INC15.3K shares99.50%2026-03-312026-05-13

BXSL BLACKSTONE SECD LENDING FD27.2K shares-12.41%2026-03-312026-05-13

FTQI FIRST TR EXCHANGE TRADED FD32.9K shares3.91%2026-03-312026-05-13

VB VANGUARD INDEX FDS2.5K shares-2.80%2026-03-312026-05-13

Sponsored

QBUF INNOVATOR ETFS TRUST22.0K shares16.24%2026-03-312026-05-13

IMAX IMAX CORP16.8K shares98.31%2026-03-312026-05-13

IBB ISHARES TR3.8K shares6.28%2026-03-312026-05-13

QTEC FIRST TR EXCHANGE-TRADED FD2.9K shares891.92%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS13.9K shares-6.33%2026-03-312026-05-13

LQD ISHARES TR5.8K shares19.46%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS4.2K shares1.11%2026-03-312026-05-13

VBR VANGUARD INDEX FDS2.8K shares-5.56%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON2.5K shares-8.38%2026-03-312026-05-13

KQQQ KURV ETF TR24.6K shares1347.30%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST8.3K shares0.10%2026-03-312026-05-13

FMB FIRST TR EXCH TRADED FD III11.6K shares51.28%2026-03-312026-05-13

MSIF MSC INCOME FUND INC46.4K shares62.14%2026-03-312026-05-13

NTSK NETSKOPE INC68.5K shares2755.33%2026-03-312026-05-13

AMGN AMGEN INC1.6K shares5.58%2026-03-312026-05-13

DIV GLOBAL X FDS30.4K shares0.66%2026-03-312026-05-13

Sponsored

ARI APOLLO COML REAL ESTATE FIN53.2K shares0.34%2026-03-312026-05-13

AIG AMERICAN INTL GROUP INC7.6K shares169.44%2026-03-312026-05-13

DIS DISNEY WALT CO5.9K shares3.07%2026-03-312026-05-13

LYFT LYFT INC42.4K shares20.44%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC1.4K shares8.21%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION552 shares-15.21%2026-03-312026-05-13

PANW PALO ALTO NETWORKS INC3.4K shares28.87%2026-03-312026-05-13

SEANERGY MARITIME HLDGS CORP SEANERGY MARITIME HLDGS CORP41.5K shares-1.82%2026-03-312026-05-13

Sponsored

BCX BLACKROCK RES & COMMODITIES44.8K shares-10.11%2026-03-312026-05-13

FPX FIRST TR EXCHANGE-TRADED FD3.4K shares4.37%2026-03-312026-05-13

UTG REAVES UTIL INCOME FD13.7K shares53.49%2026-03-312026-05-13

NLR VANECK ETF TRUST4.0K shares4.01%2026-03-312026-05-13

MARM FIRST TR EXCHNG TRADED FD VI15.8K shares-3.66%2026-03-312026-05-13

TOST TOAST INC19.8K shares29.28%2026-03-312026-05-13

GSY INVESCO ACTIVELY MANAGED EXC10.4K shares4.28%2026-03-312026-05-13

GCOW PACER FDS TR11.1K shares12.37%2026-03-312026-05-13

Sponsored

NEM NEWMONT CORP4.7K shares201.98%2026-03-312026-05-13

SMH VANECK ETF TRUST1.3K shares22.21%2026-03-312026-05-13

GILD GILEAD SCIENCES INC3.6K shares7.61%2026-03-312026-05-13

TOTL SSGA ACTIVE ETF TR12.3K shares149.16%2026-03-312026-05-13

POCT INNOVATOR ETFS TRUST11.3K shares4.83%2026-03-312026-05-13

MCD MCDONALDS CORP1.6K shares5.88%2026-03-312026-05-13

JAZZ JAZZ PHARMACEUTICALS PLC2.5K sharesnew addition2026-03-312026-05-13

RYLG GLOBAL X FDS22.0K shares7.88%2026-03-312026-05-13

Sponsored

CVX CHEVRON CORPORATION2.3K shares4.71%2026-03-312026-05-13

TTMI TTM TECHNOLOGIES INC4.8K shares-29.62%2026-03-312026-05-13

D DOMINION ENERGY INC7.6K shares0.07%2026-03-312026-05-13

PFFA ETFIS SER TR I22.9K shares3.91%2026-03-312026-05-13

MAIN MAIN STR CAP CORP8.8K shares16.78%2026-03-312026-05-13

BOND PIMCO ETF TR5.0K shares157.84%2026-03-312026-05-13

QYLG GLOBAL X FDS17.8K shares9.86%2026-03-312026-05-13

MMM 3M CO3.1K shares100.13%2026-03-312026-05-13

Sponsored

ARCC ARES CAPITAL CORP25.0K shares0.49%2026-03-312026-05-13

COIN COINBASE GLOBAL INC2.5K shares-7.51%2026-03-312026-05-13

JBBB JANUS DETROIT STR TR9.2K shares-5.74%2026-03-312026-05-13

CRWV COREWEAVE INC5.4K shares-4.27%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC3.6K shares2.87%2026-03-312026-05-13

ALL ALLSTATE CORP2.0K shares-36.38%2026-03-312026-05-13

CELESTICA INC CELESTICA INC1.5K shares10.68%2026-03-312026-05-13

INTC INTEL CORP9.2K shares-29.28%2026-03-312026-05-13

Sponsored

TROW PRICE T ROWE GROUP INC4.5K shares58.53%2026-03-312026-05-13

SSRM SSR MINING IN13.8K shares-19.36%2026-03-312026-05-13

EAT BRINKER INTL INC2.8K shares528.00%2026-03-312026-05-13

T AT&T INC13.9K shares7.58%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR6.5K shares-19.77%2026-03-312026-05-13

CM CANADIAN IMPERIAL BANK OF CO4.1K shares0.76%2026-03-312026-05-13

PINE ALPINE INCOME PPTY TR INC21.5K shares975.30%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.4K shares330.25%2026-03-312026-05-13

Sponsored

BARRICK MNG CORP BARRICK MNG CORP9.4K shares1398.72%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS1.6K shares43.10%2026-03-312026-05-13

ARKK ARK ETF TR5.7K shares10.86%2026-03-312026-05-13

NFLX NETFLIX INC.4.0K shares3.71%2026-03-312026-05-13

SFLO VICTORY PORTFOLIOS II12.7K shares3.88%2026-03-312026-05-13

GFLW VICTORY PORTFOLIOS II14.5K shares12.41%2026-03-312026-05-13

RMOP TIDAL TRUST III15.3K sharesnew addition2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR2.6K shares-0.80%2026-03-312026-05-13

Sponsored

TIGO MILLICOM INTL CELLULAR S A5.0K shares1573.00%2026-03-312026-05-13

CRDO CREDO TECHNOLOGY GROUP HOLDI4.0K shares500.15%2026-03-312026-05-13

LTC LTC PPTYS INC10.1K shares3.61%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP4.0K shares1.95%2026-03-312026-05-13

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THW ABRDN WORLD HEALTHCARE FUND30.4K shares9.15%2026-03-312026-05-13

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UPS UNITED PARCEL SVCS INC930 shares18.93%2026-03-312026-05-13

NWE NORTHWESTERN ENERGY GROUP IN1.4K shares0.00%2026-03-312026-05-13

IYY ISHARES TR573 shares0.00%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR807 shares6.89%2026-03-312026-05-13

FFIV F5 INC309 shares0.32%2026-03-312026-05-13

TD TORONTO DOMINION BK ONT958 shares4.47%2026-03-312026-05-13

CAG CONAGRA BRANDS INC5.7K shares16.38%2026-03-312026-05-13

CION CION INVT CORP13.0K shares-3.83%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC1.3K shares11.82%2026-03-312026-05-13

BXP BXP INC1.7K shares2.99%2026-03-312026-05-13

HR HEALTHCARE RLTY TR5.2K shares-14.13%2026-03-312026-05-13

AFL AFLAC INC810 shares3.18%2026-03-312026-05-13

KT KT CORP4.1K shares0.00%2026-03-312026-05-13

IHAK ISHARES TR2.0K shares-11.97%2026-03-312026-05-13

VUG VANGUARD INDEX FDS201 shares0.00%2026-03-312026-05-13

MORT VANECK ETF TRUST8.5K shares21.30%2026-03-312026-05-13

Sponsored

RNP COHEN & STEERS REIT & PFD &4.4K shares0.00%2026-03-312026-05-13

YYY AMPLIFY ETF TR7.9K shares0.00%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP1.3K shares-91.62%2026-03-312026-05-13

FIIG FIRST TR EXCHANGE-TRADED FD4.2K sharesnew addition2026-03-312026-05-13

HWM HOWMET AEROSPACE INC377 shares-1.05%2026-03-312026-05-13

ONON ON HLDG AG2.6K shares60.20%2026-03-312026-05-13

ZIM ZIM INTEGRATED SHIPPING SERV3.3K shares0.00%2026-03-312026-05-13

GOF GUGGENHEIM STRATEGIC OPPORTU7.7K shares-6.64%2026-03-312026-05-13

Sponsored

LRNZ ELEVATION SERIES TRUST2.1K shares6.62%2026-03-312026-05-13

FMHI FIRST TR EXCH TRADED FD III1.8K sharesnew addition2026-03-312026-05-13

ALLW SSGA ACTIVE TR2.9K shares2281.97%2026-03-312026-05-13

TDVI FIRST TR EXCHANGE-TRADED FD3.1K shares-5.98%2026-03-312026-05-13

AAPL

APPLE INC

6.63%

Shares67.5K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-1.16%

Shares15.7K

Event2026-03-31

Filed2026-05-13

FIXD

FIRST TR EXCHNG TRADED FD VI

-0.54%

Shares233.8K

Event2026-03-31

Filed2026-05-13

FTSM

FIRST TR EXCHANGE-TRADED FD

-31.01%

Shares152.3K

Event2026-03-31

Filed2026-05-13

RDVY

FIRST TR EXCHANGE TRADED FD

-0.02%

Shares131.8K

Event2026-03-31

Filed2026-05-13

FTCS

FIRST TR EXCHANGE-TRADED FD

0.26%

Shares90.3K

Event2026-03-31

Filed2026-05-13

SDVY

FIRST TR EXCHANGE TRADED FD

-0.77%

Shares206.5K

Event2026-03-31

Filed2026-05-13

DFSD

DIMENSIONAL ETF TRUST

9.13%

Shares164.1K

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

-7.28%

Shares104.5K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

1.70%

Shares11.3K

Event2026-03-31

Filed2026-05-13

LMBS

FIRST TR EXCHANGE-TRADED FD

3.02%

Shares140.2K

Event2026-03-31

Filed2026-05-13

USIG

ISHARES TR

530.64%

Shares135.5K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

0.66%

Shares11.4K

Event2026-03-31

Filed2026-05-13

SFLR

INNOVATOR ETFS TRUST

0.23%

Shares181.4K

Event2026-03-31

Filed2026-05-13

FEX

FIRST TR EXCHANGE-TRADED ALP

-0.37%

Shares51.8K

Event2026-03-31

Filed2026-05-13

TLT

ISHARES TR

38.38%

Shares72.5K

Event2026-03-31

Filed2026-05-13

JPST

J P MORGAN EXCHANGE TRADED F

-16.93%

Shares122.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

23.40%

Shares33.6K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

18.36%

Shares28.0K

Event2026-03-31

Filed2026-05-13

IWR

ISHARES TR

0.60%

Shares60.0K

Event2026-03-31

Filed2026-05-13

FPE

FIRST TR EXCH TRADED FD III

617.49%

Shares309.9K

Event2026-03-31

Filed2026-05-13

IGV

ISHARES TR

374.11%

Shares68.2K

Event2026-03-31

Filed2026-05-13

IWM

ISHARES TR

7.58%

Shares21.6K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

13.28%

Shares16.9K

Event2026-03-31

Filed2026-05-13

UCON

FIRST TR EXCHNG TRADED FD VI

2435.32%

Shares192.7K

Event2026-03-31

Filed2026-05-13

ZALT

INNOVATOR ETFS TRUST

32.67%

Shares144.0K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

42.13%

Shares12.6K

Event2026-03-31

Filed2026-05-13

QFLR

INNOVATOR ETFS TRUST

1.57%

Shares137.6K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

0.58%

Shares8.9K

Event2026-03-31

Filed2026-05-13

QUAL

ISHARES TR

-5.92%

Shares21.3K

Event2026-03-31

Filed2026-05-13

VFLO

VICTORY PORTFOLIOS II

1.70%

Shares100.2K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

-0.07%

Shares44.3K

Event2026-03-31

Filed2026-05-13

KNG

FIRST TR EXCHANGE-TRADED FD

4.22%

Shares61.3K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

3.06%

Shares46.9K

Event2026-03-31

Filed2026-05-13

SPYI

NEOS ETF TRUST

12.83%

Shares59.2K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

109.16%

Shares19.4K

Event2026-03-31

Filed2026-05-13

DFUV

DIMENSIONAL ETF TRUST

3.26%

Shares57.4K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

4.21%

Shares33.8K

Event2026-03-31

Filed2026-05-13

KHPI

MANAGED PORTFOLIO SERIES

3.15%

Shares105.7K

Event2026-03-31

Filed2026-05-13

VPLS

VANGUARD MALVERN FDS

12.69%

Shares31.3K

Event2026-03-31

Filed2026-05-13

AIRR

FIRST TR EXCHANGE TRADED FD

-0.83%

Shares21.1K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

13.45%

Shares44.0K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK ETF TRUST

-5.05%

Shares23.8K

Event2026-03-31

Filed2026-05-13

JEPI

J P MORGAN EXCHANGE TRADED F

21.86%

Shares39.7K

Event2026-03-31

Filed2026-05-13

GRID

FIRST TR EXCHANGE-TRADED FD

-0.25%

Shares13.7K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

0.65%

Shares6.9K

Event2026-03-31

Filed2026-05-13

SOFI

SOFI TECHNOLOGIES INC

12.43%

Shares140.0K

Event2026-03-31

Filed2026-05-13