Sponsored

The Analysis of Trivium Point Advisory, LLC's Holdings & P&L

Currently, Trivium Point Advisory, LLC holds 270 types of securities in its portfolio with a total value $553.2M. In the most recent quarter, they have increased their positions in N/A (+81.1K shares, valued at $2.0M), SHY (+14.0K shares, valued at $1.2M), URI (+1.5K shares, valued at $1.1M); decreased their positions in GDX (-177.2K shares, valued at $16.3M), BIL (-166.1K shares, valued at $15.2M), LNG (-48.0K shares, valued at $13.6M); initiated new positions in N/A (+81.1K shares, valued at $2.0M), SHY (+14.0K shares, valued at $1.2M), URI (+1.5K shares, valued at $1.1M).

1M P&L

+14.6M+2.63%

3M P&L

+31.5M+5.84%

HY P&L

+45.1M+8.58%

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/A126.1M

25.7%

2Internet Content & Information54.3M

11.1%

3Semiconductors39.4M

8.0%

Top Industries by Stock Count

1N/A68 stocks

28.3%

2Utilities - Regulated Electric12 stocks

5.0%

3Semiconductors8 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPOT SPOTIFY TECHNOLOGY S A98.9K shares-0.01%2026-03-312026-04-21

NVDA NVIDIA CORPORATION171.1K shares-22.64%2026-03-312026-04-21

ALPHABET INC ALPHABET INC73.0K shares-12.25%2026-03-312026-04-21

AAPL APPLE INC80.8K shares-19.14%2026-03-312026-04-21

MSFT MICROSOFT CORP43.4K shares-34.60%2026-03-312026-04-21

AMZN AMAZON COM INC60.1K shares-14.41%2026-03-312026-04-21

SHYG ISHARES TR285.5K shares-20.03%2026-03-312026-04-21

HYG ISHARES TR122.0K shares-11.43%2026-03-312026-04-21

Sponsored

JPM JPMORGAN CHASE & CO28.0K shares-16.68%2026-03-312026-04-21

IUSB ISHARES TR162.5K shares-4.07%2026-03-312026-04-21

WMT WALMART INC55.6K shares-16.97%2026-03-312026-04-21

MTZ MASTEC INC19.8K shares0.00%2026-03-312026-04-21

META META PLATFORMS INC11.1K shares-19.06%2026-03-312026-04-21

BROADCOM INC BROADCOM INC20.1K shares-3.85%2026-03-312026-04-21

TSLA TESLA INC16.7K shares-23.38%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL12.8K shares-18.92%2026-03-312026-04-21

Sponsored

MA MASTERCARD INCORPORATED12.1K shares-18.23%2026-03-312026-04-21

BKDV BNY MELLON ETF TRUST II188.8K shares-44.51%2026-03-312026-04-21

CPNG COUPANG INC295.4K shares-0.01%2026-03-312026-04-21

COST COSTCO WHOLESALE CORPORATION5.3K shares-14.02%2026-03-312026-04-21

IJH ISHARES TR74.4K shares-1.49%2026-03-312026-04-21

IEFA ISHARES TR52.2K shares-0.41%2026-03-312026-04-21

ALPHABET INC ALPHABET INC15.9K shares-69.08%2026-03-312026-04-21

BIL SPDR SERIES TRUST49.4K shares-77.08%2026-03-312026-04-21

Sponsored

TMUS T-MOBILE US INC21.3K shares-15.73%2026-03-312026-04-21

MCD MCDONALDS CORP13.0K shares-12.11%2026-03-312026-04-21

V VISA INC13.3K shares-20.48%2026-03-312026-04-21

JCPB J P MORGAN EXCHANGE TRADED F84.3K shares-52.14%2026-03-312026-04-21

WMB WILLIAMS COS INC54.4K shares-69.17%2026-03-312026-04-21

PWR QUANTA SVCS INC7.2K shares-10.06%2026-03-312026-04-21

SRLN SSGA ACTIVE ETF TR96.4K shares-1.57%2026-03-312026-04-21

EMB ISHARES TR40.9K shares-18.69%2026-03-312026-04-21

Sponsored

TMO THERMO FISHER SCIENTIFIC INC7.8K shares-5.98%2026-03-312026-04-21

HYD VANECK ETF TRUST74.9K shares2.04%2026-03-312026-04-21

CTAS CINTAS CORP21.3K shares-10.24%2026-03-312026-04-21

SCHX SCHWAB STRATEGIC TR137.9K shares-54.77%2026-03-312026-04-21

QQQM INVESCO EXCH TRADED FD TR II14.8K shares-60.74%2026-03-312026-04-21

CSCO CISCO SYS INC42.8K shares-19.37%2026-03-312026-04-21

HD HOME DEPOT INC9.8K shares-11.75%2026-03-312026-04-21

LLY ELI LILLY & CO3.4K shares-11.38%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES INC14.6K shares-9.12%2026-03-312026-04-21

HCA HCA HEALTHCARE INC6.1K shares-10.48%2026-03-312026-04-21

MU MICRON TECHNOLOGY INC8.4K shares-80.01%2026-03-312026-04-21

IWY ISHARES TR11.3K shares-63.86%2026-03-312026-04-21

XOM EXXON MOBIL CORP16.2K shares-23.65%2026-03-312026-04-21

PFE PFIZER INC97.3K shares-7.00%2026-03-312026-04-21

XMHQ INVESCO EXCHANGE TRADED FD T26.1K shares-67.08%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC6.5K shares-13.39%2026-03-312026-04-21

Sponsored

VCIT VANGUARD SCOTTSDALE FDS32.3K shares-58.82%2026-03-312026-04-21

ALPS ETF TR ALPS ETF TR50.4K shares-82.43%2026-03-312026-04-21

KLAC KLA CORP1.8K shares-9.79%2026-03-312026-04-21

IEMG ISHARES INC37.9K shares47.77%2026-03-312026-04-21

COF CAPITAL ONE FINL CORP14.2K shares-14.32%2026-03-312026-04-21

EOG EOG RES INC17.6K shares-18.75%2026-03-312026-04-21

IWM ISHARES TR10.3K shares-6.58%2026-03-312026-04-21

LNG CHENIERE ENERGY INC8.9K shares-84.28%2026-03-312026-04-21

Sponsored

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD152.6K shares-4.21%2026-03-312026-04-21

TJX TJX COS INC NEW15.7K shares-18.81%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON9.8K shares-18.13%2026-03-312026-04-21

CVX CHEVRON CORPORATION11.5K shares-33.49%2026-03-312026-04-21

IWR ISHARES TR24.5K shares-13.22%2026-03-312026-04-21

IVV ISHARES TR3.6K shares-28.29%2026-03-312026-04-21

NEE NEXTERA ENERGY INC25.6K shares-28.30%2026-03-312026-04-21

ISRG INTUITIVE SURGICAL INC5.1K shares-14.38%2026-03-312026-04-21

Sponsored

PEP PEPSICO INC14.8K shares-11.76%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC18.6K shares-3.13%2026-03-312026-04-21

ITOT ISHARES TR14.7K shares-1.47%2026-03-312026-04-21

GDX VANECK ETF TRUST22.8K shares-88.59%2026-03-312026-04-21

ETR ENTERGY CORP NEW18.4K shares-71.75%2026-03-312026-04-21

LINDE PLC LINDE PLC4.1K shares-16.37%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC7.6K shares-7.79%2026-03-312026-04-21

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II81.1K sharesnew addition2026-03-312026-04-21

Sponsored

LMT LOCKHEED MARTIN CORP3.1K shares-5.39%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP2.0K shares-16.06%2026-03-312026-04-21

SUB ISHARES TR17.0K shares-5.40%2026-03-312026-04-21

SPY STATE STR SPDR S&P 500 ETF T2.8K shares-76.48%2026-03-312026-04-21

PG PROCTER & GAMBLE CO12.2K shares-13.11%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP2.6K shares-16.74%2026-03-312026-04-21

ASML ASML HLDG NV1.3K shares-26.72%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC10.1K shares-11.47%2026-03-312026-04-21

Sponsored

COPX GLOBAL X FDS21.5K shares-82.93%2026-03-312026-04-21

FTSL FIRST TR EXCHANGE-TRADED FD36.7K shares-10.00%2026-03-312026-04-21

ORCL ORACLE CORP11.2K shares-81.64%2026-03-312026-04-21

AGNC AGNC INVT CORP162.0K shares-88.04%2026-03-312026-04-21

VZ VERIZON COMMUNICATIONS INC32.1K shares-37.72%2026-03-312026-04-21

CRM SALESFORCE INC8.6K shares-30.72%2026-03-312026-04-21

MERCK & CO INC MERCK & CO INC13.1K shares-16.36%2026-03-312026-04-21

IBM INTERNATIONAL BUSINESS MACHS6.5K shares-32.66%2026-03-312026-04-21

Sponsored

EQIX EQUINIX INC1.6K shares35.47%2026-03-312026-04-21

BINC BLACKROCK ETF TRUST II29.9K shares-69.84%2026-03-312026-04-21

NFLX NETFLIX INC.15.3K shares-38.23%2026-03-312026-04-21

CFG CITIZENS FINL GROUP INC24.4K shares-9.46%2026-03-312026-04-21

CME CME GROUP INC4.9K shares-6.72%2026-03-312026-04-21

INTC INTEL CORP32.7K shares-21.16%2026-03-312026-04-21

KO COCA COLA CO18.9K shares-18.71%2026-03-312026-04-21

IREN IREN LIMITED41.8K shares-70.36%2026-03-312026-04-21

Sponsored

T AT&T INC49.2K shares-18.42%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC8.9K shares2.37%2026-03-312026-04-21

CCJ CAMECO CORP12.8K shares-87.65%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS INC3.1K shares-28.27%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC15.8K shares-74.11%2026-03-312026-04-21

CACI CACI INTL INC2.5K shares-81.00%2026-03-312026-04-21

ADBE ADOBE INC5.5K shares-39.86%2026-03-312026-04-21

IBN ICICI BANK LIMITED51.2K shares-78.88%2026-03-312026-04-21

Sponsored

MPC MARATHON PETE CORP5.4K shares-15.98%2026-03-312026-04-21

EWY ISHARES INC10.4K shares-80.93%2026-03-312026-04-21

UPS UNITED PARCEL SVCS INC12.9K shares-3.13%2026-03-312026-04-21

GEV GE VERNOVA INC1.5K shares-48.94%2026-03-312026-04-21

QCOM QUALCOMM INC9.7K shares-58.24%2026-03-312026-04-21

VB VANGUARD INDEX FDS4.7K shares-22.20%2026-03-312026-04-21

LSTR LANDSTAR SYS INC7.6K shares61.05%2026-03-312026-04-21

AEP AMERICAN ELEC PWR CO INC9.2K shares-15.16%2026-03-312026-04-21

Sponsored

PLD PROLOGIS INC.9.1K shares-18.32%2026-03-312026-04-21

SYK STRYKER CORPORATION3.6K shares-7.40%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP INC8.8K shares-19.74%2026-03-312026-04-21

SNPS SYNOPSYS INC3.0K shares-26.47%2026-03-312026-04-21

SHY ISHARES TR14.0K sharesnew addition2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC5.8K shares94.99%2026-03-312026-04-21

MO ALTRIA GROUP INC17.1K shares-56.23%2026-03-312026-04-21

CB CHUBB LTD SWITZ3.5K shares-10.46%2026-03-312026-04-21

Sponsored

IWF ISHARES TR2.6K shares-23.90%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC3.1K shares-88.39%2026-03-312026-04-21

ABBV ABBVIE INC5.1K shares-50.68%2026-03-312026-04-21

USB US BANCORP21.0K shares-6.51%2026-03-312026-04-21

BAC BANK AMERICA CORP22.1K shares-36.13%2026-03-312026-04-21

URI UNITED RENTALS INC1.5K sharesnew addition2026-03-312026-04-21

UNP UNION PAC CORP4.3K shares-10.46%2026-03-312026-04-21

CAT CATERPILLAR INC1.5K shares-53.98%2026-03-312026-04-21

Sponsored

AMGN AMGEN INC2.9K shares-16.85%2026-03-312026-04-21

GRID FIRST TR EXCHANGE-TRADED FD6.2K shares-76.17%2026-03-312026-04-21

CINF CINCINNATI FINL CORP6.3K shares-13.99%2026-03-312026-04-21

AHR AMERICAN HEALTHCARE REIT INC21.0K shares10.32%2026-03-312026-04-21

NKE NIKE INC18.6K shares2.10%2026-03-312026-04-21

GLD SPDR GOLD TR2.1K shares-92.93%2026-03-312026-04-21

DHR DANAHER CORP DEL4.8K shares88.23%2026-03-312026-04-21

LMBS FIRST TR EXCHANGE-TRADED FD18.0K sharesnew addition2026-03-312026-04-21

Sponsored

GILD GILEAD SCIENCES INC6.3K shares-14.70%2026-03-312026-04-21

MSTR STRATEGY INC7.1K shares-44.25%2026-03-312026-04-21

RBLX ROBLOX CORP15.6K shares0.14%2026-03-312026-04-21

ORLY OREILLY AUTOMOTIVE INC9.3K shares-7.85%2026-03-312026-04-21

BK BANK NEW YORK MELLON CORP7.2K shares3.27%2026-03-312026-04-21

IRM IRON MTN INC DEL8.3K shares8.90%2026-03-312026-04-21

SDVY FIRST TR EXCHANGE TRADED FD21.2K shares-74.24%2026-03-312026-04-21

FE FIRSTENERGY CORP16.4K shares-14.90%2026-03-312026-04-21

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T11.0K shares0.00%2026-03-312026-04-21

MET METLIFE INC11.7K shares-12.44%2026-03-312026-04-21

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares-44.52%2026-03-312026-04-21

FITB FIFTH THIRD BANCORP17.7K shares-3.94%2026-03-312026-04-21

IWS ISHARES TR5.6K shares-0.20%2026-03-312026-04-21

IJR ISHARES TR6.5K shares-16.70%2026-03-312026-04-21

FEMS FIRST TR EXCH TRD ALPHDX FD17.2K shares-72.95%2026-03-312026-04-21

FSCO FS CREDIT OPPORTUNITIES CORP153.3K shares5.33%2026-03-312026-04-21

Sponsored

DTE DTE ENERGY CO5.3K shares-13.68%2026-03-312026-04-21

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL2.0K shares15.16%2026-03-312026-04-21

FNDF SCHWAB STRATEGIC TR15.7K shares-46.12%2026-03-312026-04-21

ISHARES GOLD TR ISHARES GOLD TR8.6K shares-25.27%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC5.9K shares14.79%2026-03-312026-04-21

D DOMINION ENERGY INC11.7K shares-13.38%2026-03-312026-04-21

VOE VANGUARD INDEX FDS3.9K shares-6.63%2026-03-312026-04-21

URA GLOBAL X FDS14.4K shares-82.86%2026-03-312026-04-21

Sponsored

F FORD MTR CO59.1K shares16.17%2026-03-312026-04-21

NOW SERVICENOW INC6.5K shares-1.55%2026-03-312026-04-21

AWK AMERICAN WTR WKS CO INC NEW5.0K shares-26.14%2026-03-312026-04-21

DDWM WISDOMTREE TR15.3K shares-76.15%2026-03-312026-04-21

EIX EDISON INTL9.2K shares20.99%2026-03-312026-04-21

CSX CSX CORP16.3K shares-6.89%2026-03-312026-04-21

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II25.2K sharesnew addition2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES INC4.5K shares-49.53%2026-03-312026-04-21

Sponsored

UNM UNUM GROUP8.9K shares-8.84%2026-03-312026-04-21

ES EVERSOURCE ENERGY9.3K shares-12.01%2026-03-312026-04-21

EMR EMERSON ELEC CO4.8K shares-22.40%2026-03-312026-04-21

INTU INTUIT1.4K shares-28.56%2026-03-312026-04-21

KTOS KRATOS DEFENSE & SEC SOLUTIO8.6K shares-54.64%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC714 shares-52.75%2026-03-312026-04-21

MUB ISHARES TR5.7K shares-4.15%2026-03-312026-04-21

FNDE SCHWAB STRATEGIC TR15.6K shares-44.46%2026-03-312026-04-21

Sponsored

EXC EXELON CORP12.1K shares15.59%2026-03-312026-04-21

XEL XCEL ENERGY INC6.9K shares-5.64%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC4.7K shares-11.82%2026-03-312026-04-21

CRCL CIRCLE INTERNET GROUP INC5.7K sharesnew addition2026-03-312026-04-21

DVY ISHARES TR3.5K shares-22.80%2026-03-312026-04-21

SMA SMARTSTOP SELF STORAG REIT I17.1K shares-30.70%2026-03-312026-04-21

NVT NVENT ELEC PLC4.3K shares-88.65%2026-03-312026-04-21

RF REGIONS FINANCIAL CORP NEW19.3K shares-8.93%2026-03-312026-04-21

Sponsored

PGR PROGRESSIVE CORP2.5K sharesnew addition2026-03-312026-04-21

IDV ISHARES TR11.8K shares93.00%2026-03-312026-04-21

SRE SEMPRA5.2K shares-34.13%2026-03-312026-04-21

OMC OMNICOM GROUP INC6.7K shares7.89%2026-03-312026-04-21

PEG PUBLIC SVC ENTERPRISE GROUP6.2K shares-17.82%2026-03-312026-04-21

HON HONEYWELL INTL INC2.2K shares44.49%2026-03-312026-04-21

BA BOEING CO2.5K shares-2.22%2026-03-312026-04-21

FNF FIDELITY NATL FINL INC10.7K shares-14.74%2026-03-312026-04-21

Sponsored

CENCORA INC CENCORA INC1.6K shares-13.21%2026-03-312026-04-21

TGT TARGET CORP4.0K shares-4.45%2026-03-312026-04-21

BMY BRISTOL-MYERS SQUIBB CO7.9K shares-26.77%2026-03-312026-04-21

GH GUARDANT HEALTH INC5.2K shares0.00%2026-03-312026-04-21

VEA VANGUARD TAX-MANAGED FDS7.4K sharesnew addition2026-03-312026-04-21

APTIV PLC APTIV PLC6.6K sharesnew addition2026-03-312026-04-21

TFC TRUIST FINL CORP9.6K shares-7.51%2026-03-312026-04-21

EEM ISHARES TR7.8K shares5.36%2026-03-312026-04-21

Sponsored

GVI ISHARES TR4.1K shares-1.51%2026-03-312026-04-21

GWW WW GRAINGER INC401 shares-2.91%2026-03-312026-04-21

VANGUARD INDEX FDS VANGUARD INDEX FDS732 shares-81.79%2026-03-312026-04-21

BUNGE GLOBAL SA BUNGE GLOBAL SA3.4K shares39.71%2026-03-312026-04-21

AOA ISHARES TR4.8K shares-39.58%2026-03-312026-04-21

IGSB ISHARES TR8.1K shares-71.66%2026-03-312026-04-21

DOX AMDOCS LTD6.5K shares0.00%2026-03-312026-04-21

VGIT VANGUARD SCOTTSDALE FDS7.1K shares-84.21%2026-03-312026-04-21

Sponsored

FSK FS KKR CAP CORP40.9K shares-13.80%2026-03-312026-04-21

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD33.2K shares-1.25%2026-03-312026-04-21

MBB ISHARES TR4.3K shares-87.38%2026-03-312026-04-21

NI NISOURCE INC8.6K shares-9.05%2026-03-312026-04-21

INVESCO QQQ TR INVESCO QQQ TR695 shares-95.67%2026-03-312026-04-21

PSX PHILLIPS 662.1K shares0.29%2026-03-312026-04-21

ADI ANALOG DEVICES INC1.2K shares29.91%2026-03-312026-04-21

ACWI ISHARES TR2.7K shares0.00%2026-03-312026-04-21

Sponsored

MS MORGAN STANLEY2.3K shares-16.86%2026-03-312026-04-21

IWO ISHARES TR1.2K shares-0.77%2026-03-312026-04-21

CEG CONSTELLATION ENERGY CORP1.3K shares-0.31%2026-03-312026-04-21

AMAT APPLIED MATLS INC1.1K shares-59.55%2026-03-312026-04-21

LEMB ISHARES INC8.8K shares43.44%2026-03-312026-04-21

IP INTERNATIONAL PAPER CO9.6K shares-18.36%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.7K shares5.23%2026-03-312026-04-21

VLO VALERO ENERGY CORP1.4K shares10.48%2026-03-312026-04-21

Sponsored

TXN TEXAS INSTRS INC1.7K shares-21.59%2026-03-312026-04-21

OKE ONEOK INC NEW3.7K shares-62.13%2026-03-312026-04-21

PFG PRINCIPAL FINANCIAL GROUP IN3.7K shares-11.12%2026-03-312026-04-21

SIL GLOBAL X FDS3.7K sharesnew addition2026-03-312026-04-21

SLB SLB LIMITED6.4K shares-28.73%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES INC928 shares-39.90%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC5.4K shares-53.28%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE1.1K shares-70.94%2026-03-312026-04-21

Sponsored

ZTS ZOETIS INC2.6K shares-37.06%2026-03-312026-04-21

EQT CORP EQT CORP4.8K shares-8.30%2026-03-312026-04-21

IRT INDEPENDENCE RLTY TR INC20.3K shares-29.01%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR MANUFAC889 shares-25.42%2026-03-312026-04-21

VWO VANGUARD INTL EQUITY INDEX F5.6K shares-76.07%2026-03-312026-04-21

WM WASTE MGMT INC DEL1.3K shares-21.86%2026-03-312026-04-21

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II11.7K sharesnew addition2026-03-312026-04-21

XPO XPO INC1.5K shares-35.76%2026-03-312026-04-21

Sponsored

APD AIR PRODUCTS AND CHEMICALS I1.0K shares12.50%2026-03-312026-04-21

CION CION INVT CORP42.0K shares-8.93%2026-03-312026-04-21

KMB KIMBERLY-CLARK CORP2.9K shares1.59%2026-03-312026-04-21

OMF ONEMAIN HLDGS INC5.1K shares-6.28%2026-03-312026-04-21

EFA ISHARES TR2.8K shares0.00%2026-03-312026-04-21

VTI VANGUARD INDEX FDS840 shares-82.98%2026-03-312026-04-21

SCHD SCHWAB STRATEGIC TR8.7K shares-3.45%2026-03-312026-04-21

ARCC ARES CAPITAL CORP14.5K shares6.25%2026-03-312026-04-21

Sponsored

IJK ISHARES TR2.5K shares0.00%2026-03-312026-04-21

COP CONOCOPHILLIPS1.9K shares-15.36%2026-03-312026-04-21

WELL WELLTOWER INC1.3K sharesnew addition2026-03-312026-04-21

JEPQ J P MORGAN EXCHANGE TRADED F4.5K shares12.24%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares-17.14%2026-03-312026-04-21

SW SMURFIT WESTROCK PLC6.1K shares17.62%2026-03-312026-04-21

AON PLC AON PLC747 shares-16.91%2026-03-312026-04-21

VCSH VANGUARD SCOTTSDALE FDS3.0K shares-78.82%2026-03-312026-04-21

Sponsored

WSO WATSCO INC652 shares-6.86%2026-03-312026-04-21

MMM 3M CO1.6K sharesnew addition2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP2.5K shares-95.74%2026-03-312026-04-21

AMT AMERICAN TOWER CORP1.3K sharesnew addition2026-03-312026-04-21

SON SONOCO PRODS CO4.3K sharesnew addition2026-03-312026-04-21

BBY BEST BUY INC3.6K shares2.12%2026-03-312026-04-21

GIS GENERAL MILLS INC6.1K sharesnew addition2026-03-312026-04-21

VNQ VANGUARD INDEX FDS2.6K shares-33.81%2026-03-312026-04-21

Sponsored

ED CONSOLIDATED EDISON INC1.9K shares-59.41%2026-03-312026-04-21

FNDX SCHWAB STRATEGIC TR7.7K shares-8.79%2026-03-312026-04-21

EZU ISHARES INC3.4K sharesnew addition2026-03-312026-04-21

SPGI S&P GLOBAL INC482 shares-72.64%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC48 shares-58.26%2026-03-312026-04-21

SOFI SOFI TECHNOLOGIES INC11.2K shares-21.73%2026-03-312026-04-21

SPOT

SPOTIFY TECHNOLOGY S A

-0.01%

Shares98.9K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORPORATION

-22.64%

Shares171.1K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

-12.25%

Shares73.0K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

-19.14%

Shares80.8K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

-34.60%

Shares43.4K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON COM INC

-14.41%

Shares60.1K

Event2026-03-31

Filed2026-04-21

SHYG

ISHARES TR

-20.03%

Shares285.5K

Event2026-03-31

Filed2026-04-21

HYG

ISHARES TR

-11.43%

Shares122.0K

Event2026-03-31

Filed2026-04-21

JPM

JPMORGAN CHASE & CO

-16.68%

Shares28.0K

Event2026-03-31

Filed2026-04-21

IUSB

ISHARES TR

-4.07%

Shares162.5K

Event2026-03-31

Filed2026-04-21

WMT

WALMART INC

-16.97%

Shares55.6K

Event2026-03-31

Filed2026-04-21

MTZ

MASTEC INC

0.00%

Shares19.8K

Event2026-03-31

Filed2026-04-21