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

Currently, Tyche Wealth Partners LLC holds 347 types of securities in its portfolio with a total value $648.5M. In the most recent quarter, they have increased their positions in FMDE (+536.8K shares, valued at $19.3M), LMUB (+127.9K shares, valued at $6.4M), CORO (+172.8K shares, valued at $5.6M); decreased their positions in VIG (-54.3K shares, valued at $11.7M), TLH (-35.8K shares, valued at $3.6M), N/A (-33.6K shares, valued at $3.0M); initiated new positions in FMDE (+536.8K shares, valued at $19.3M), LMUB (+127.9K shares, valued at $6.4M), CORO (+172.8K shares, valued at $5.6M).

1M P&L

+181.9K+0.03%

3M P&L

+10.3M+1.66%

HY P&L

+31.1M+5.17%

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/A258.5M

42.8%

2Oil & Gas Integrated35.9M

5.9%

3Beverages - Non-Alcoholic34.0M

5.6%

Top Industries by Stock Count

1N/A136 stocks

42.1%

2Semiconductors8 stocks

2.5%

3Drug Manufacturers - General7 stocks

2.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY STATE STR SPDR S&P 500 ETF T67.3K shares3.84%2026-03-312026-05-06

AAPL APPLE INC131.5K shares0.18%2026-03-312026-05-06

PEP PEPSICO INC196.1K shares-0.35%2026-03-312026-05-06

XOM EXXON MOBIL CORP163.9K shares-0.53%2026-03-312026-05-06

FMDE FIDELITY COVINGTON TRUST536.8K sharesnew addition2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR25.9K shares30.50%2026-03-312026-05-06

PTLC PACER FDS TR283.7K shares2.58%2026-03-312026-05-06

NVDA NVIDIA CORPORATION84.6K shares3.03%2026-03-312026-05-06

Sponsored

MSFT MICROSOFT CORP34.4K shares-2.29%2026-03-312026-05-06

MUB ISHARES TR116.9K shares11.46%2026-03-312026-05-06

AMZN AMAZON COM INC58.5K shares0.76%2026-03-312026-05-06

WMT WALMART INC93.3K shares0.69%2026-03-312026-05-06

IVV ISHARES TR15.9K shares0.24%2026-03-312026-05-06

VYM VANGUARD WHITEHALL FDS59.7K shares8.41%2026-03-312026-05-06

TSLA TESLA INC23.6K shares4.28%2026-03-312026-05-06

V VISA INC25.2K shares-0.77%2026-03-312026-05-06

Sponsored

CVX CHEVRON CORPORATION35.7K shares-0.44%2026-03-312026-05-06

LMUB ISHARES TR127.9K sharesnew addition2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION6.4K shares-0.70%2026-03-312026-05-06

ROM PROSHARES TR77.7K shares0.02%2026-03-312026-05-06

PG PROCTER & GAMBLE CO41.5K shares0.48%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO20.1K shares0.93%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS129.4K shares14.09%2026-03-312026-05-06

MO ALTRIA GROUP INC86.6K shares4.04%2026-03-312026-05-06

Sponsored

AIS TIDAL TRUST III136.3K shares26.74%2026-03-312026-05-06

CORO BLACKROCK ETF TRUST172.8K sharesnew addition2026-03-312026-05-06

ALPHABET INC ALPHABET INC19.1K shares2.82%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON22.4K shares0.03%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS9.1K shares2.75%2026-03-312026-05-06

HD HOME DEPOT INC16.4K shares-0.98%2026-03-312026-05-06

TXN TEXAS INSTRS INC27.6K shares2.98%2026-03-312026-05-06

CAT CATERPILLAR INC7.4K shares-0.23%2026-03-312026-05-06

Sponsored

NEE NEXTERA ENERGY INC48.0K shares-0.36%2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST72.4K shares8.85%2026-03-312026-05-06

ABBV ABBVIE INC19.1K shares-1.63%2026-03-312026-05-06

MA MASTERCARD INCORPORATED8.1K shares0.16%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC4.8K shares25.32%2026-03-312026-05-06

VTI VANGUARD INDEX FDS11.9K shares0.24%2026-03-312026-05-06

QUAL ISHARES TR19.6K shares2.33%2026-03-312026-05-06

SMLF ISHARES TR49.3K shares37.48%2026-03-312026-05-06

Sponsored

SCHG SCHWAB STRATEGIC TR126.7K shares18.60%2026-03-312026-05-06

MCD MCDONALDS CORP11.6K shares-1.73%2026-03-312026-05-06

KO COCA COLA CO46.3K shares-0.30%2026-03-312026-05-06

RTX RTX CORPORATION17.6K shares0.72%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST88.5K shares9.81%2026-03-312026-05-06

VIG VANGUARD SPECIALIZED FUNDS14.4K shares-79.08%2026-03-312026-05-06

NFLX NETFLIX INC.31.8K shares1.58%2026-03-312026-05-06

NDMO NUVEEN DYNAMIC MUN OPPORTUNI293.5K shares0.08%2026-03-312026-05-06

Sponsored

GLD SPDR GOLD TR6.9K shares-3.86%2026-03-312026-05-06

IYW ISHARES TR16.0K shares1.89%2026-03-312026-05-06

LLY ELI LILLY & CO3.1K shares-0.39%2026-03-312026-05-06

PM PHILIP MORRIS INTL INC17.0K shares0.98%2026-03-312026-05-06

JEPI J P MORGAN EXCHANGE TRADED F48.7K shares11.61%2026-03-312026-05-06

ALPHABET INC ALPHABET INC9.5K shares0.36%2026-03-312026-05-06

SO SOUTHERN CO27.8K shares0.08%2026-03-312026-05-06

DFAT DIMENSIONAL ETF TRUST42.9K shares21.49%2026-03-312026-05-06

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.5K shares3.07%2026-03-312026-05-06

IUSB ISHARES TR51.8K shares-1.20%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST67.7K shares11.43%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC8.5K shares-8.30%2026-03-312026-05-06

AME AMETEK INC10.0K shares0.08%2026-03-312026-05-06

SPHD INVESCO EXCH TRADED FD TR II41.9K shares0.06%2026-03-312026-05-06

SHLD GLOBAL X FDS29.0K shares7.10%2026-03-312026-05-06

DFIC DIMENSIONAL ETF TRUST56.6K shares9.58%2026-03-312026-05-06

Sponsored

BROADCOM INC BROADCOM INC6.3K shares-6.37%2026-03-312026-05-06

LMT LOCKHEED MARTIN CORP3.1K shares0.64%2026-03-312026-05-06

IEMG ISHARES INC27.2K shares-5.78%2026-03-312026-05-06

META META PLATFORMS INC3.3K shares0.21%2026-03-312026-05-06

UNP UNION PAC CORP7.6K shares-0.30%2026-03-312026-05-06

NEA NUVEEN AMT FREE QLTY MUN INC162.9K shares0.58%2026-03-312026-05-06

NAD NUVEEN QUALITY MUNCP INCOME152.8K shares-36.79%2026-03-312026-05-06

ATO ATMOS ENERGY CORP9.4K shares-0.45%2026-03-312026-05-06

Sponsored

AVEM AMERICAN CENTY ETF TR20.7K shares28.94%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II31.5K shares-2.89%2026-03-312026-05-06

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.4K shares114.99%2026-03-312026-05-06

T AT&T INC55.6K shares5.46%2026-03-312026-05-06

DVY ISHARES TR10.4K shares-1.33%2026-03-312026-05-06

SDY SPDR SERIES TRUST10.8K shares-0.30%2026-03-312026-05-06

EPD ENTERPRISE PRODS PARTNERS L41.1K shares0.75%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR11.7K shares0.30%2026-03-312026-05-06

Sponsored

ABT ABBOTT LABORATORIES14.9K shares-5.47%2026-03-312026-05-06

SPEM SPDR INDEX SHS FDS32.4K shares-37.72%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC30.3K shares11.93%2026-03-312026-05-06

NVG NUVEEN AMT FREE MUN CR INC F122.4K shares-1.46%2026-03-312026-05-06

STIP ISHARES TR14.4K shares3.14%2026-03-312026-05-06

GOVT ISHARES TR64.3K sharesnew addition2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC5.4K shares-5.68%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC3.7K shares7.06%2026-03-312026-05-06

Sponsored

USRT ISHARES TR24.2K shares7.67%2026-03-312026-05-06

VCIT VANGUARD SCOTTSDALE FDS17.3K shares3.50%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC11.4K shares-21.55%2026-03-312026-05-06

BLACKROCK INC BLACKROCK INC1.4K shares-8.08%2026-03-312026-05-06

LOW LOWES COS INC5.8K shares1.05%2026-03-312026-05-06

TMUS T-MOBILE US INC6.4K shares14.13%2026-03-312026-05-06

HON HONEYWELL INTL INC5.8K shares0.40%2026-03-312026-05-06

CIFR CIPHER DIGITAL INC100.0K shares-13.04%2026-03-312026-05-06

Sponsored

OKE ONEOK INC NEW14.2K shares0.00%2026-03-312026-05-06

MBB ISHARES TR13.4K shares4.81%2026-03-312026-05-06

BNDX VANGUARD CHARLOTTE FDS26.1K shares16.20%2026-03-312026-05-06

CASY CASEYS GEN STORES INC1.7K shares19.55%2026-03-312026-05-06

ECL ECOLAB INC4.4K shares72.65%2026-03-312026-05-06

TMO THERMO FISHER SCIENTIFIC INC2.4K shares0.38%2026-03-312026-05-06

PSX PHILLIPS 666.2K shares7.29%2026-03-312026-05-06

SYSB ISHARES TR12.5K shares5.95%2026-03-312026-05-06

Sponsored

FANG DIAMONDBACK ENERGY INC5.6K shares-7.99%2026-03-312026-05-06

APD AIR PRODUCTS AND CHEMICALS I3.7K shares-0.32%2026-03-312026-05-06

BA BOEING CO5.4K shares1.61%2026-03-312026-05-06

VOT VANGUARD INDEX FDS4.1K shares32.31%2026-03-312026-05-06

SPXX NUVEEN S&P 500 DYNAMIC OVERW64.8K shares43.95%2026-03-312026-05-06

COP CONOCOPHILLIPS7.8K shares-0.77%2026-03-312026-05-06

AVUV AMERICAN CENTY ETF TR9.3K shares2.80%2026-03-312026-05-06

IWM ISHARES TR4.1K shares4.06%2026-03-312026-05-06

Sponsored

DIA STATE STR SPDR DOW JONES IND2.2K shares29.91%2026-03-312026-05-06

CSCO CISCO SYS INC12.9K shares-4.31%2026-03-312026-05-06

AFL AFLAC INC9.0K shares-4.78%2026-03-312026-05-06

IWF ISHARES TR2.3K shares7.05%2026-03-312026-05-06

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.0K shares17.34%2026-03-312026-05-06

APH AMPHENOL CORP7.4K shares0.39%2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC5.9K shares-28.72%2026-03-312026-05-06

NZF NUVEEN MUN CR INCOME FD75.5K shares0.18%2026-03-312026-05-06

Sponsored

GE AEROSPACE GE AEROSPACE3.1K shares0.00%2026-03-312026-05-06

SYK STRYKER CORPORATION2.7K shares0.52%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR14.2K shares10.09%2026-03-312026-05-06

WFC WELLS FARGO & CO10.6K shares0.72%2026-03-312026-05-06

ADP AUTOMATIC DATA PROCESSING IN4.1K shares-7.69%2026-03-312026-05-06

CTVA CORTEVA INC10.0K shares-0.66%2026-03-312026-05-06

NMCO NUVEEN MUN CR OPPORTUNITIES77.3K shares0.00%2026-03-312026-05-06

VGM INVESCO TR INVT GRADE MUNS82.1K shares0.00%2026-03-312026-05-06

Sponsored

NVBW AIM ETF PRODUCTS TRUST24.3K shares-1.62%2026-03-312026-05-06

AXON AXON ENTERPRISE INC1.9K shares-1.14%2026-03-312026-05-06

WEC ENERGY GROUP INC WEC ENERGY GROUP INC6.9K shares3.32%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC3.8K sharesnew addition2026-03-312026-05-06

XLU SELECT SECTOR SPDR TR16.8K shares4.09%2026-03-312026-05-06

COWZ PACER FDS TR12.2K shares10.64%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP828 shares0.00%2026-03-312026-05-06

PTMC PACER FDS TR20.2K shares0.13%2026-03-312026-05-06

Sponsored

XLI SELECT SECTOR SPDR TR4.5K shares-0.02%2026-03-312026-05-06

CME CME GROUP INC2.5K shares9.28%2026-03-312026-05-06

AVXC AMERICAN CENTY ETF TR10.8K shares-3.10%2026-03-312026-05-06

MDLZ MONDELEZ INTL INC12.6K shares8.96%2026-03-312026-05-06

SPGI S&P GLOBAL INC1.7K shares-5.44%2026-03-312026-05-06

JEPQ J P MORGAN EXCHANGE TRADED F12.6K shares19.28%2026-03-312026-05-06

BLACKSTONE INC BLACKSTONE INC6.1K shares0.75%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS2.9K shares-41.56%2026-03-312026-05-06

Sponsored

HYD VANECK ETF TRUST13.8K shares0.00%2026-03-312026-05-06

DFLV DIMENSIONAL ETF TRUST19.3K sharesnew addition2026-03-312026-05-06

AZO AUTOZONE INC204 shares-1.92%2026-03-312026-05-06

IJH ISHARES TR10.1K shares-0.66%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR4.6K shares-13.12%2026-03-312026-05-06

ORCL ORACLE CORP4.6K shares13.13%2026-03-312026-05-06

SLV ISHARES SILVER TR9.8K shares4.23%2026-03-312026-05-06

DISV DIMENSIONAL ETF TRUST16.9K shares6.20%2026-03-312026-05-06

Sponsored

LINDE PLC LINDE PLC1.3K shares-0.59%2026-03-312026-05-06

VKQ INVESCO MUNICIPAL TRUST69.4K shares0.03%2026-03-312026-05-06

BAC BANK AMERICA CORP13.5K shares0.84%2026-03-312026-05-06

PZA INVESCO EXCH TRADED FD TR II27.9K shares0.04%2026-03-312026-05-06

IJR ISHARES TR5.1K shares-2.64%2026-03-312026-05-06

BJ BJS WHSL CLUB HLDGS INC6.5K shares4.06%2026-03-312026-05-06

VRT VERTIV HOLDINGS CO2.5K shares24.67%2026-03-312026-05-06

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.8K shares0.00%2026-03-312026-05-06

Sponsored

AWK AMERICAN WTR WKS CO INC NEW4.6K shares-2.01%2026-03-312026-05-06

LHX L3HARRIS TECHNOLOGIES INC1.8K sharesnew addition2026-03-312026-05-06

MSI MOTOROLA SOLUTIONS INC1.4K shares-2.41%2026-03-312026-05-06

MMM 3M CO4.2K shares0.02%2026-03-312026-05-06

RSG REPUBLIC SVCS INC2.8K shares-5.19%2026-03-312026-05-06

GEV GE VERNOVA INC682 shares0.00%2026-03-312026-05-06

NSC NORFOLK SOUTHN CORP2.1K shares-1.43%2026-03-312026-05-06

DIS DISNEY WALT CO6.1K shares0.08%2026-03-312026-05-06

Sponsored

SHW SHERWIN WILLIAMS CO1.8K shares-0.33%2026-03-312026-05-06

SNA SNAP ON INC1.6K shares2.70%2026-03-312026-05-06

VBR VANGUARD INDEX FDS2.6K shares0.04%2026-03-312026-05-06

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares0.24%2026-03-312026-05-06

NOC NORTHROP GRUMMAN CORP831 shares0.00%2026-03-312026-05-06

WDAY WORKDAY INC4.3K sharesnew addition2026-03-312026-05-06

MHD BLACKROCK MUNIHOLDINGS FD IN49.6K sharesnew addition2026-03-312026-05-06

PFE PFIZER INC19.5K shares-7.66%2026-03-312026-05-06

Sponsored

MUA BLACKROCK MUNIASSETS FD INC51.3K shares206.03%2026-03-312026-05-06

MTUM ISHARES TR2.3K shares-6.40%2026-03-312026-05-06

EOS EATON VANCE ENHANCED EQUITY26.4K shares-0.80%2026-03-312026-05-06

FDX FEDEX CORP1.5K shares-2.14%2026-03-312026-05-06

SSO PROSHARES TR10.4K shares30.41%2026-03-312026-05-06

FCX FREEPORT MCMORAN INC9.1K shares-7.13%2026-03-312026-05-06

PLD PROLOGIS INC.4.0K shares-0.27%2026-03-312026-05-06

GDX VANECK ETF TRUST5.8K shares0.00%2026-03-312026-05-06

Sponsored

AMGN AMGEN INC1.5K shares-55.62%2026-03-312026-05-06

NDAQ NASDAQ INC6.2K shares9.61%2026-03-312026-05-06

VTV VANGUARD INDEX FDS2.7K shares8.42%2026-03-312026-05-06

EQIX EQUINIX INC536 shares32.35%2026-03-312026-05-06

JKHY HENRY JACK & ASSOC INC3.3K shares5.20%2026-03-312026-05-06

IBB ISHARES TR3.1K shares-13.16%2026-03-312026-05-06

LNT ALLIANT ENERGY CORP7.2K shares0.00%2026-03-312026-05-06

EOG EOG RES INC3.6K shares33.22%2026-03-312026-05-06

Sponsored

VRSK VERISK ANALYTICS INC2.7K shares87.87%2026-03-312026-05-06

WSO WATSCO INC1.4K shares53.65%2026-03-312026-05-06

AJG GALLAGHER ARTHUR J & CO2.3K shares31.87%2026-03-312026-05-06

SPMD SPDR SERIES TRUST8.5K shares-1.66%2026-03-312026-05-06

DHR DANAHER CORP DEL2.6K shares5.58%2026-03-312026-05-06

AXP AMERICAN EXPRESS CO1.6K shares0.00%2026-03-312026-05-06

SLB SLB LIMITED9.5K shares2.59%2026-03-312026-05-06

MGY MAGNOLIA OIL & GAS CORP15.4K shares0.00%2026-03-312026-05-06

Sponsored

XLY SELECT SECTOR SPDR TR4.5K shares0.72%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR9.7K shares-1.39%2026-03-312026-05-06

TSCO TRACTOR SUPPLY CO10.6K shares5.29%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO5.6K shares-3.17%2026-03-312026-05-06

SYM SYMBOTIC INC9.0K shares0.00%2026-03-312026-05-06

CII BLACKROCK ENHANCED LARGE CAP22.5K shares4.98%2026-03-312026-05-06

AVDE AMERICAN CENTY ETF TR5.6K sharesnew addition2026-03-312026-05-06

FEBW AIM ETF PRODUCTS TRUST13.8K sharesnew addition2026-03-312026-05-06

Sponsored

QCOM QUALCOMM INC3.6K shares-0.86%2026-03-312026-05-06

NBIS NEBIUS GROUP N.V.4.4K shares6.02%2026-03-312026-05-06

ET ENERGY TRANSFER L P23.6K shares5.46%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC4.0K shares-54.66%2026-03-312026-05-06

WM WASTE MGMT INC DEL2.0K shares2.12%2026-03-312026-05-06

TIP ISHARES TR4.1K shares0.00%2026-03-312026-05-06

VOE VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-05-06

IEF ISHARES TR4.6K shares-17.37%2026-03-312026-05-06

Sponsored

BEP BROOKFIELD RENEWABLE ENERGY13.4K shares0.00%2026-03-312026-05-06

ROK ROCKWELL AUTOMATION INC1.2K shares0.00%2026-03-312026-05-06

CUSHMAN AND WAKEFIELD LTD CUSHMAN AND WAKEFIELD LTD35.1K shares0.00%2026-03-312026-05-06

CRSP CRISPR THERAPEUTICS AG8.9K shares0.00%2026-03-312026-05-06

CB CHUBB LTD SWITZ1.3K shares-7.06%2026-03-312026-05-06

IIM INVESCO VALUE MUN INCOME TR34.8K shares0.00%2026-03-312026-05-06

KMI KINDER MORGAN INC DEL12.6K shares0.00%2026-03-312026-05-06

OEF ISHARES TR1.3K shares-78.85%2026-03-312026-05-06

Sponsored

CTAS CINTAS CORP2.5K shares7.77%2026-03-312026-05-06

MFM MFS MUN INCOME TR77.3K shares-3.43%2026-03-312026-05-06

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares0.00%2026-03-312026-05-06

AEE AMEREN CORP3.7K shares34.84%2026-03-312026-05-06

CHRS COHERUS ONCOLOGY INC240.9K shares9.06%2026-03-312026-05-06

FFIN FIRST FINL BANKSHARES INC13.7K shares-6.80%2026-03-312026-05-06

DE DEERE & CO716 shares1.56%2026-03-312026-05-06

SPSM SPDR SERIES TRUST8.3K shares-1.70%2026-03-312026-05-06

Sponsored

XLC SELECT SECTOR SPDR TR3.6K shares0.22%2026-03-312026-05-06

EMN EASTMAN CHEM CO5.3K shares-1.13%2026-03-312026-05-06

BR BROADRIDGE FINL SOLUTIONS IN2.5K shares0.37%2026-03-312026-05-06

SBR SABINE RTY TR5.3K shares10.55%2026-03-312026-05-06

FAST FASTENAL CO8.5K shares-24.76%2026-03-312026-05-06

STERIS PLC STERIS PLC1.8K shares8.52%2026-03-312026-05-06

SOXX ISHARES TR1.2K shares0.00%2026-03-312026-05-06

TXNM TXNM ENERGY INC6.7K shares-1.00%2026-03-312026-05-06

Sponsored

AMT AMERICAN TOWER CORP2.3K shares-0.13%2026-03-312026-05-06

DBA INVESCO DB MULTI-SECTOR COMM14.2K shares5.73%2026-03-312026-05-06

DECW AIM ETF PRODUCTS TRUST11.0K sharesnew addition2026-03-312026-05-06

XLB SELECT SECTOR SPDR TR7.3K shares-1.55%2026-03-312026-05-06

TLH ISHARES TR3.6K shares-90.76%2026-03-312026-05-06

THOMSON REUTERS CORP THOMSON REUTERS CORP4.1K shares44.16%2026-03-312026-05-06

BLCR BLACKROCK ETF TRUST8.7K sharesnew addition2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares14.32%2026-03-312026-05-06

Sponsored

ETB EATON VANCE TAX MNGED BUY WR24.6K shares0.07%2026-03-312026-05-06

INTU INTUIT820 shares-8.48%2026-03-312026-05-06

UPS UNITED PARCEL SVCS INC3.6K shares-4.40%2026-03-312026-05-06

NVS NOVARTIS AG2.3K shares0.22%2026-03-312026-05-06

VPU VANGUARD WORLD FD1.7K shares0.00%2026-03-312026-05-06

PRU PRUDENTIAL FINL INC3.5K shares-0.34%2026-03-312026-05-06

VB VANGUARD INDEX FDS1.3K shares-0.76%2026-03-312026-05-06

KMB KIMBERLY-CLARK CORP3.5K shares-0.54%2026-03-312026-05-06

Sponsored

SHEL SHELL PLC3.6K shares2.13%2026-03-312026-05-06

VO VANGUARD INDEX FDS1.2K shares31.75%2026-03-312026-05-06

CTRA COTERRA ENERGY INC9.4K shares0.05%2026-03-312026-05-06

CSX CSX CORP8.0K shares0.00%2026-03-312026-05-06

DFUS DIMENSIONAL ETF TRUST4.5K shares0.00%2026-03-312026-05-06

CRM SALESFORCE INC1.7K shares-0.17%2026-03-312026-05-06

MKC MCCORMICK & CO INC6.3K shares17.01%2026-03-312026-05-06

OBDC BLUE OWL CAPITAL CORPORATION28.6K shares0.00%2026-03-312026-05-06

Sponsored

EMR EMERSON ELEC CO2.4K shares-1.59%2026-03-312026-05-06

SATS ECHOSTAR CORP2.7K sharesnew addition2026-03-312026-05-06

HDV ISHARES TR2.3K shares-0.09%2026-03-312026-05-06

SHY ISHARES TR3.8K shares-31.54%2026-03-312026-05-06

ARCC ARES CAPITAL CORP17.3K shares0.81%2026-03-312026-05-06

NUW NUVEEN AMT-FREE MUN VALUE FD21.8K shares0.00%2026-03-312026-05-06

NUE NUCOR CORP1.8K shares-0.75%2026-03-312026-05-06

PBR PETROLEO BRASILEIRO S A15.0K shares-37.56%2026-03-312026-05-06

Sponsored

XEL XCEL ENERGY INC3.9K shares-8.65%2026-03-312026-05-06

MS MORGAN STANLEY1.8K shares-2.42%2026-03-312026-05-06

CR CRANE COMPANY1.7K shares0.06%2026-03-312026-05-06

ASML ASML HLDG NV225 shares4.17%2026-03-312026-05-06

CARR CARRIER GLOBAL CORPORATION5.3K shares-1.88%2026-03-312026-05-06

XLP SELECT SECTOR SPDR TR3.5K shares0.92%2026-03-312026-05-06

PAYX PAYCHEX INC3.1K shares0.03%2026-03-312026-05-06

OXY OCCIDENTAL PETE CORP4.3K sharesnew addition2026-03-312026-05-06

Sponsored

MPLX MPLX LP4.9K shares6.46%2026-03-312026-05-06

ZTS ZOETIS INC2.4K shares38.15%2026-03-312026-05-06

BDX BECTON DICKINSON & CO1.8K shares-1.93%2026-03-312026-05-06

PSA PUBLIC STORAGE OPER CO1.0K shares-0.10%2026-03-312026-05-06

SDOG ALPS ETF TR4.2K shares0.00%2026-03-312026-05-06

O REALTY INCOME CORP4.5K shares0.09%2026-03-312026-05-06

SBUX STARBUCKS CORP3.1K shares1.19%2026-03-312026-05-06

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II3.7K shares0.00%2026-03-312026-05-06

Sponsored

TRGP TARGA RES CORP1.1K sharesnew addition2026-03-312026-05-06

VUG VANGUARD INDEX FDS612 shares0.00%2026-03-312026-05-06

MFIC MIDCAP FINANCIAL INVSTMNT CO23.5K shares104.35%2026-03-312026-05-06

KR KROGER CO3.6K shares0.03%2026-03-312026-05-06

BTT BLACKROCK MUN TARGET TERM TR11.6K shares0.13%2026-03-312026-05-06

MCK MCKESSON CORP303 shares0.00%2026-03-312026-05-06

WBD WARNER BROS DISCOVERY INC9.5K shares-0.91%2026-03-312026-05-06

XOP SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-05-06

Sponsored

IGE ISHARES TR4.1K shares-1.44%2026-03-312026-05-06

ADI ANALOG DEVICES INC807 shares-25.48%2026-03-312026-05-06

SYY SYSCO CORP3.6K shares0.00%2026-03-312026-05-06

AGG ISHARES TR2.6K sharesnew addition2026-03-312026-05-06

AEP AMERICAN ELEC PWR CO INC1.9K shares-8.24%2026-03-312026-05-06

VCSH VANGUARD SCOTTSDALE FDS3.2K shares-1.82%2026-03-312026-05-06

MCO MOODYS CORP574 shares0.00%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR2.8K shares-92.31%2026-03-312026-05-06

Sponsored

SHOP SHOPIFY INC2.1K shares-10.46%2026-03-312026-05-06

PMM PUTNAM MANAGED MUN INCOME TR39.7K shares0.00%2026-03-312026-05-06

BIP BROOKFIELD INFRASTRUCTURE PA6.8K shares0.00%2026-03-312026-05-06

GSBD GOLDMAN SACHS BDC INC27.3K shares92.77%2026-03-312026-05-06

DFAI DIMENSIONAL ETF TRUST6.2K shares-49.64%2026-03-312026-05-06

SUN SUNOCO LP/SUNOCO FIN CORP3.7K sharesnew addition2026-03-312026-05-06

INTC INTEL CORP5.4K sharesnew addition2026-03-312026-05-06

MGM MGM RESORTS INTERNATIONAL6.4K shares-3.05%2026-03-312026-05-06

Sponsored

XLRE SELECT SECTOR SPDR TR5.7K shares0.89%2026-03-312026-05-06

BMY BRISTOL-MYERS SQUIBB CO3.8K shares0.13%2026-03-312026-05-06

IQI INVESCO QUALITY MUN INCOME T24.0K shares1.18%2026-03-312026-05-06

MPC MARATHON PETE CORP942 sharesnew addition2026-03-312026-05-06

IYC ISHARES TR2.3K shares0.00%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR7.3K sharesnew addition2026-03-312026-05-06

PLTR PALANTIR TECHNOLOGIES INC1.5K sharesnew addition2026-03-312026-05-06

HAL HALLIBURTON CO5.6K sharesnew addition2026-03-312026-05-06

Sponsored

MET METLIFE INC3.1K shares-1.48%2026-03-312026-05-06

BK BANK NEW YORK MELLON CORP1.8K shares0.05%2026-03-312026-05-06

IYY ISHARES TR1.4K shares0.00%2026-03-312026-05-06

LBRT LIBERTY ENERGY INC7.5K sharesnew addition2026-03-312026-05-06

MMC MARSH & MCLENNAN COS INC1.2K shares1.87%2026-03-312026-05-06

FSK FS KKR CAP CORP20.3K sharesnew addition2026-03-312026-05-06

SCHF SCHWAB STRATEGIC TR8.3K shares0.00%2026-03-312026-05-06

PTNQ PACER FDS TR2.8K shares0.21%2026-03-312026-05-06

Sponsored

ALL ALLSTATE CORP983 shares0.41%2026-03-312026-05-06

IDU ISHARES TR1.7K sharesnew addition2026-03-312026-05-06

NXP NUVEEN SELECT TAX-FREE INCOM14.0K shares37.25%2026-03-312026-05-06

MQY BLACKROCK MUNIYILD QULT FD I16.7K shares0.00%2026-03-312026-05-06

JPC NUVEEN PFD & INCOME OPPORTUN22.2K shares0.30%2026-03-312026-05-06

NBH NEUBERGER MUN FD INC14.8K shares0.00%2026-03-312026-05-06

NMZ NUVEEN MUN HIGH INCOME OPPOR14.3K shares0.00%2026-03-312026-05-06

JOBY JOBY AVIATION INC17.4K shares0.00%2026-03-312026-05-06

Sponsored

JGH NUVEEN GLOBAL HIGH INCOME FD11.8K shares1.41%2026-03-312026-05-06

LIEN CHICAGO ATLANTIC BDC INC14.5K sharesnew addition2026-03-312026-05-06

PMO PUTNAM MUN OPPORTUNITIES TR11.9K shares0.00%2026-03-312026-05-06

SLND SOUTHLAND HLDGS INC90.6K sharesnew addition2026-03-312026-05-06

LAES SEALSQ CORP44.6K shares42.26%2026-03-312026-05-06

BTZ BLACKROCK CR ALLOCATION11.0K shares0.00%2026-03-312026-05-06

ETW EATON VANCE TAX-MANAGED GLOB11.5K shares0.00%2026-03-312026-05-06

NNY NUVEEN N Y MUN VALUE FD11.4K shares0.00%2026-03-312026-05-06

Sponsored

SLI STANDARD LITHIUM LTD21.7K sharesnew addition2026-03-312026-05-06

FSCO FS CREDIT OPPORTUNITIES CORP12.1K shares0.00%2026-03-312026-05-06

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC15.5K shares0.00%2026-03-312026-05-06

SPY

STATE STR SPDR S&P 500 ETF T

3.84%

Shares67.3K

Event2026-03-31

Filed2026-05-06

AAPL

APPLE INC

0.18%

Shares131.5K

Event2026-03-31

Filed2026-05-06

PEP

PEPSICO INC

-0.35%

Shares196.1K

Event2026-03-31

Filed2026-05-06

XOM

EXXON MOBIL CORP

-0.53%

Shares163.9K

Event2026-03-31

Filed2026-05-06

FMDE

FIDELITY COVINGTON TRUST

New

Shares536.8K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

30.50%

Shares25.9K

Event2026-03-31

Filed2026-05-06

PTLC

PACER FDS TR

2.58%

Shares283.7K

Event2026-03-31

Filed2026-05-06

NVDA

NVIDIA CORPORATION

3.03%

Shares84.6K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

-2.29%

Shares34.4K

Event2026-03-31

Filed2026-05-06

MUB

ISHARES TR

11.46%

Shares116.9K

Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

0.76%

Shares58.5K

Event2026-03-31

Filed2026-05-06

WMT

WALMART INC

0.69%

Shares93.3K

Event2026-03-31

Filed2026-05-06

IVV

ISHARES TR

0.24%

Shares15.9K

Event2026-03-31

Filed2026-05-06

VYM

VANGUARD WHITEHALL FDS

8.41%

Shares59.7K

Event2026-03-31

Filed2026-05-06

TSLA

TESLA INC

4.28%

Shares23.6K

Event2026-03-31

Filed2026-05-06

VISA INC

-0.77%

Shares25.2K

Event2026-03-31

Filed2026-05-06

CVX

CHEVRON CORPORATION

-0.44%

Shares35.7K

Event2026-03-31

Filed2026-05-06

LMUB

ISHARES TR

New

Shares127.9K

Event2026-03-31

Filed2026-05-06

COST

COSTCO WHOLESALE CORPORATION

-0.70%

Shares6.4K

Event2026-03-31

Filed2026-05-06

ROM

PROSHARES TR

0.02%

Shares77.7K

Event2026-03-31

Filed2026-05-06

PROCTER & GAMBLE CO

0.48%

Shares41.5K

Event2026-03-31

Filed2026-05-06

JPM

JPMORGAN CHASE & CO

0.93%

Shares20.1K

Event2026-03-31

Filed2026-05-06

SPDW

SPDR INDEX SHS FDS

14.09%

Shares129.4K

Event2026-03-31

Filed2026-05-06

ALTRIA GROUP INC

4.04%

Shares86.6K

Event2026-03-31

Filed2026-05-06

AIS

TIDAL TRUST III

26.74%

Shares136.3K

Event2026-03-31

Filed2026-05-06

CORO

BLACKROCK ETF TRUST

New

Shares172.8K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

2.82%

Shares19.1K

Event2026-03-31

Filed2026-05-06

JNJ

JOHNSON & JOHNSON

0.03%

Shares22.4K

Event2026-03-31

Filed2026-05-06

VANGUARD INDEX FDS

2.75%

Shares9.1K

Event2026-03-31

Filed2026-05-06

HOME DEPOT INC

-0.98%

Shares16.4K

Event2026-03-31

Filed2026-05-06

TXN

TEXAS INSTRS INC

2.98%

Shares27.6K

Event2026-03-31

Filed2026-05-06

CAT

CATERPILLAR INC

-0.23%

Shares7.4K

Event2026-03-31

Filed2026-05-06

NEE

NEXTERA ENERGY INC

-0.36%

Shares48.0K

Event2026-03-31

Filed2026-05-06

DYNF

BLACKROCK ETF TRUST

8.85%

Shares72.4K

Event2026-03-31

Filed2026-05-06

ABBV

ABBVIE INC

-1.63%

Shares19.1K

Event2026-03-31

Filed2026-05-06

MASTERCARD INCORPORATED

0.16%

Shares8.1K

Event2026-03-31

Filed2026-05-06

GOLDMAN SACHS GROUP INC

25.32%

Shares4.8K

Event2026-03-31

Filed2026-05-06

VTI

VANGUARD INDEX FDS

0.24%

Shares11.9K

Event2026-03-31

Filed2026-05-06

QUAL

ISHARES TR

2.33%

Shares19.6K

Event2026-03-31

Filed2026-05-06

SMLF

ISHARES TR

37.48%

Shares49.3K

Event2026-03-31

Filed2026-05-06

SCHG

SCHWAB STRATEGIC TR

18.60%

Shares126.7K

Event2026-03-31

Filed2026-05-06

MCD

MCDONALDS CORP

-1.73%

Shares11.6K

Event2026-03-31

Filed2026-05-06

COCA COLA CO

-0.30%

Shares46.3K

Event2026-03-31

Filed2026-05-06

RTX

RTX CORPORATION

0.72%

Shares17.6K

Event2026-03-31

Filed2026-05-06

THRO

BLACKROCK ETF TRUST

9.81%

Shares88.5K

Event2026-03-31

Filed2026-05-06

VIG

VANGUARD SPECIALIZED FUNDS

-79.08%

Shares14.4K

Event2026-03-31

Filed2026-05-06

NFLX

NETFLIX INC.

1.58%

Shares31.8K

Event2026-03-31

Filed2026-05-06

NDMO

NUVEEN DYNAMIC MUN OPPORTUNI

0.08%

Shares293.5K

Event2026-03-31

Filed2026-05-06

GLD

SPDR GOLD TR

-3.86%

Shares6.9K

Event2026-03-31

Filed2026-05-06

IYW

ISHARES TR

1.89%

Shares16.0K

Event2026-03-31

Filed2026-05-06

LLY

ELI LILLY & CO

-0.39%

Shares3.1K

Event2026-03-31

Filed2026-05-06

PHILIP MORRIS INTL INC

0.98%

Shares17.0K

Event2026-03-31

Filed2026-05-06

JEPI

J P MORGAN EXCHANGE TRADED F

11.61%

Shares48.7K

Event2026-03-31

Filed2026-05-06

ALPHABET INC

0.36%

Shares9.5K

Event2026-03-31

Filed2026-05-06

SOUTHERN CO

0.08%

Shares27.8K

Event2026-03-31

Filed2026-05-06

DFAT

DIMENSIONAL ETF TRUST

21.49%

Shares42.9K

Event2026-03-31

Filed2026-05-06

BERKSHIRE HATHAWAY INC DEL

3.07%

Shares5.5K

Event2026-03-31

Filed2026-05-06

IUSB

ISHARES TR

-1.20%

Shares51.8K

Event2026-03-31

Filed2026-05-06

BAI

BLACKROCK ETF TRUST

11.43%

Shares67.7K

Event2026-03-31

Filed2026-05-06

ITW

ILLINOIS TOOL WKS INC

-8.30%

Shares8.5K

Event2026-03-31

Filed2026-05-06

AME

AMETEK INC

0.08%

Shares10.0K

Event2026-03-31

Filed2026-05-06

SPHD

INVESCO EXCH TRADED FD TR II

0.06%

Shares41.9K

Event2026-03-31

Filed2026-05-06

SHLD

GLOBAL X FDS

7.10%

Shares29.0K

Event2026-03-31

Filed2026-05-06

DFIC

DIMENSIONAL ETF TRUST

9.58%

Shares56.6K

Event2026-03-31

Filed2026-05-06

BROADCOM INC

-6.37%

Shares6.3K

Event2026-03-31

Filed2026-05-06

LMT

LOCKHEED MARTIN CORP

0.64%

Shares3.1K

Event2026-03-31

Filed2026-05-06

IEMG

ISHARES INC

-5.78%

Shares27.2K

Event2026-03-31

Filed2026-05-06