Sponsored

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

Currently, USAdvisors Wealth Management, LLC holds 137 types of securities in its portfolio with a total value $301.0K. In the most recent quarter, they have increased their positions in IWP (+12.6K shares, valued at $1.6K), IDMO (+28.7K shares, valued at $1.5K), SCHG (+34.4K shares, valued at $966.9353718349237); decreased their positions in IQLT (-26.2K shares, valued at $1.2K), COWZ (-15.7K shares, valued at $971.4583946509694), VBR (-3.6K shares, valued at $765.5741252302026); initiated new positions in XMVM (+5.8K shares, valued at $370), IVLU (+7.9K shares, valued at $303), PULS (+4.3K shares, valued at $214).

1M P&L

+8.2M+2.76%

3M P&L

+10.0M+3.38%

HY P&L

+26.3M+9.43%

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/A263.1K

94.4%

2Conglomerates3.7K

1.3%

3Semiconductors1.7K

0.6%

Top Industries by Stock Count

1N/A102 stocks

79.7%

2Semiconductors3 stocks

2.3%

3Discount Stores2 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHV SCHWAB US LARGE CAP VALUE ETF730.7K shares4.37%2026-03-312026-04-27

INVESCO QQQ TRUST INVESCO QQQ TRUST32.7K shares1.57%2026-03-312026-04-27

SCHG SCHWAB US LARGE CAP GROWTH ETF624.5K shares5.83%2026-03-312026-04-27

FBND FIDELITY TOTAL BOND ETF251.2K shares3.29%2026-03-312026-04-27

AVUV Avantis US Small Cap Value ETF100.4K shares1.76%2026-03-312026-04-27

XSMO INVESCO S&P SMALL CAP MOMENTM ETF108.1K shares3.13%2026-03-312026-04-27

HELO J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF122.8K shares7.46%2026-03-312026-04-27

IQLT ISHS MSCI INTL QUALITY FACT ETF172.7K shares-13.18%2026-03-312026-04-27

Sponsored

BOND PIMCO ACTIVE BOND ETF81.1K shares4.94%2026-03-312026-04-27

XMHQ INVESCO EXCHANGE-TRADED FD TR INVESC71.8K shares1.29%2026-03-312026-04-27

SCHD SCHWAB US DIVIDEND EQUITY ETF234.8K shares4.51%2026-03-312026-04-27

WTV WISDOM TREE U S VALUE ETF72.5K shares5.53%2026-03-312026-04-27

SPY SPDR S&P 500 ETF10.2K shares0.89%2026-03-312026-04-27

GTO INVESCO TOTAL RETURN BOND ETF130.2K shares5.52%2026-03-312026-04-27

PYLD PIMCO MULTI SECTOR BOND ACTV ETF219.2K shares5.00%2026-03-312026-04-27

IWP ISHARES RUSSELL MID CAP GROWTH ETF45.5K shares38.31%2026-03-312026-04-27

Sponsored

RECS COLUMBIA RESEARCH ENHANCED CR ETF139.7K shares1.14%2026-03-312026-04-27

VLU SPDR SP 1500 Value Tilt ETF22.6K shares2.61%2026-03-312026-04-27

IDMO INVESCO SP INTERNATIONAL DVLP MNTM ETF IV89.2K shares47.48%2026-03-312026-04-27

MGC VANGUARD MEGA CAP ETF IV20.2K shares-1.16%2026-03-312026-04-27

FENI FIDELITY ENHANCED INTERNATIONAL ETF126.1K shares5.18%2026-03-312026-04-27

IJH iShares Core S&P Mid-Cap ETF67.6K shares1.05%2026-03-312026-04-27

PVAL PUTNAM FOCUSED LARGE CAP VALUE ETF97.5K shares2.19%2026-03-312026-04-27

SPYG SPDR S&P 500 GROWTH ETF44.8K shares1.14%2026-03-312026-04-27

Sponsored

ACWI ISHARES MSCI ACWI ETF31.2K shares1.80%2026-03-312026-04-27

JAAA JANUS DETROIT STR TR79.4K shares2.66%2026-03-312026-04-27

COWZ PACER US CASH COWS 100 ETF62.5K shares-20.07%2026-03-312026-04-27

AFIF ANFIELD UNIVERSAL FIXED INCOME ETF414.3K shares1.49%2026-03-312026-04-27

MMM 3M CO25.8K shares-0.17%2026-03-312026-04-27

DFAC DIMENSIONAL ETF TR U S CORE EQUITY 296.7K shares0.11%2026-03-312026-04-27

TOTL SPDR DOUBLELINE TTL RTRNT RTCL ETF88.7K shares2.95%2026-03-312026-04-27

JPST JPMORGAN ULTRA SHORT INCOME ETF62.2K shares3.03%2026-03-312026-04-27

Sponsored

SPYM SPDR PORTFOLIO S&P 500 ETF IV39.3K shares-2.33%2026-03-312026-04-27

OUNZ VANECK MERK GOLD ETF IV65.9K shares-1.43%2026-03-312026-04-27

DCOR DIMENSIONAL US CORE EQUITY 1 ETF38.6K shares0.19%2026-03-312026-04-27

JBND JPMORGAN ACTIVE BOND ETF41.9K shares1.49%2026-03-312026-04-27

QQQM INVESCO QQQM NASDAQ 1008.3K shares1.98%2026-03-312026-04-27

FWD AB (ALLIANCE BERNSTEIN) DISRUPTORS ETF17.7K shares0.46%2026-03-312026-04-27

SPAB SPDR AGGREGATE BOND ETF IV70.2K shares2.44%2026-03-312026-04-27

DGRO ISHARES CORE DIVIDEND GROWTH ETF25.9K shares0.38%2026-03-312026-04-27

Sponsored

EDIV SPDR S& P EMERGING MARKETS DIVIDEND ETF44.8K shares2.74%2026-03-312026-04-27

DFCF DIMENSIONAL ETF TRUST40.5K shares-1.20%2026-03-312026-04-27

QUAL ISHARES MSCI USA QUALITY FACTOR ETF8.4K shares0.00%2026-03-312026-04-27

VB VANGUARD SMALL CAP ETF IV6.2K shares-0.93%2026-03-312026-04-27

JMST JP MORGAN ULTRA SHORT MUN INCOME ETF30.0K shares-1.81%2026-03-312026-04-27

DFIC DMENSIONAL INTERN CORE EQUITY 2 ETF44.1K shares-0.70%2026-03-312026-04-27

SPDW SPDR PORTFOLIO DVLPD WRLD EX-US ETF34.5K shares-3.22%2026-03-312026-04-27

AVDE Avantis International Equity ETF17.8K shares5.37%2026-03-312026-04-27

Sponsored

DFAI DIMENSIONAL ETF TR INTL CORE ETF38.3K shares-0.60%2026-03-312026-04-27

ECL ECOLAB INC5.5K shares-0.52%2026-03-312026-04-27

VBR VANGUARD SMALL CAP VALUE ETF6.5K shares-35.63%2026-03-312026-04-27

DFAS DIMENSIONAL ETF TR U S SMALL CAP ETF19.7K shares-0.85%2026-03-312026-04-27

AVLV Avantis US Large Cap Value ETF17.0K shares0.18%2026-03-312026-04-27

WMT Walmart Inc10.7K shares6.00%2026-03-312026-04-27

AVUS Avantis US Equity ETF10.9K shares0.20%2026-03-312026-04-27

SPMO INVESCO S&P 500 MOMENTUM ETF10.8K shares-0.17%2026-03-312026-04-27

Sponsored

MSFT MICROSOFT CORP3.2K shares1.64%2026-03-312026-04-27

DFAU DIMENSIONAL ETF TR US CORE ETF25.8K shares-1.63%2026-03-312026-04-27

AMZN Amazon.com, Inc.5.6K shares2.93%2026-03-312026-04-27

JSCP JP MORGAN EXCH-TRADED FD TR SHORT DU23.2K shares-6.08%2026-03-312026-04-27

IWR ISHARES RUSSELL MID-CAP ETF11.5K shares-0.61%2026-03-312026-04-27

YEAR AB(Alliance Bernstein) Ultra Short Income ETF20.3K shares-6.04%2026-03-312026-04-27

JGRO J P MORGAN EXCHANGE-TRADED FD TR ACT12.5K shares4.71%2026-03-312026-04-27

IUSV ISHARES CORE S&P US VALUE ETF9.1K shares-0.45%2026-03-312026-04-27

Sponsored

JCPB J P MORGAN EXCHANGE-TRADED FD TR COR19.0K shares0.34%2026-03-312026-04-27

DFSD DIMENSIONAL ETF TR SHORT DURATION FX18.5K shares0.93%2026-03-312026-04-27

AB TAX AWARE ST DRTN MUNICIPAL ETG AB TAX AWARE ST DRTN MUNICIPAL ETG34.9K shares201.54%2026-03-312026-04-27

IVV ISHARES TR1.3K shares0.23%2026-03-312026-04-27

SMMD ISHARES TR RUSSELL 2500 ETF11.4K shares0.20%2026-03-312026-04-27

AAPL Apple Inc.3.4K shares-3.72%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC4.2K shares0.41%2026-03-312026-04-27

SPEM SPDR INDEX SHARES EMERG MARKT ETF IV17.6K shares-4.46%2026-03-312026-04-27

Sponsored

AVEM AVANTIS EMERGING MARKETS EQUIT ETF8.9K shares38.54%2026-03-312026-04-27

VANGUARD S&P 500 ETF VANGUARD S&P 500 ETF1.2K shares21.63%2026-03-312026-04-27

Berkshire Hathaway Class B Berkshire Hathaway Class B1.4K shares0.85%2026-03-312026-04-27

DFEM DIMENSIONAL EMERG MARK CRE EQUITY 2 ETF19.6K shares-2.31%2026-03-312026-04-27

MEDTRONIC PLC F MEDTRONIC PLC F7.5K shares-0.76%2026-03-312026-04-27

Alphabet Inc. Alphabet Inc.2.1K shares-9.94%2026-03-312026-04-27

NVDA NVIDIA CORPORATION3.5K shares11.36%2026-03-312026-04-27

DFGX DIMENSIONAL GBL EX US CORE FIXED INCOME ETF10.4K shares2.39%2026-03-312026-04-27

Sponsored

DFAE DIMENSIONAL ETF TRUST15.7K shares-1.14%2026-03-312026-04-27

NLR VANECK URANIUM AND NUCLEAR ETF3.7K shares4.13%2026-03-312026-04-27

GLD SPDR GOLD SHARES ETF1.1K shares-8.62%2026-03-312026-04-27

BND VANGUARD TOTAL BOND MARKET ETF6.4K shares0.39%2026-03-312026-04-27

SHYL XTRCKRS SHORT DURATION HIGH YIELD BOND ETF10.5K shares7.34%2026-03-312026-04-27

FIXD FIRST TRUST TCW OPPORTUNISTIC FI ETF10.5K shares-2.48%2026-03-312026-04-27

HTAB HARTFORD SCHRODERS TAX AWARE BND ETF23.3K shares4.89%2026-03-312026-04-27

PG Procter & Gamble Co2.9K shares-2.41%2026-03-312026-04-27

Sponsored

TSLA TESLA INC1.1K shares3.91%2026-03-312026-04-27

XMVM INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF5.8K sharesnew addition2026-03-312026-04-27

DGCB DIMENSIONAL GLOBAL CREDIT ETF6.9K shares0.00%2026-03-312026-04-27

USHY iShares Broad USD HG YLD CRP BND Etf9.7K shares0.00%2026-03-312026-04-27

ET ENERGY TRANSFER LP LP18.1K shares12.50%2026-03-312026-04-27

SOLV SOLVENTUM CORPORATION5.5K shares0.00%2026-03-312026-04-27

NULG Nuveen ESG Large Cap Growth ETF (NULG)3.9K shares14.47%2026-03-312026-04-27

HYD VANECK HIGH YIELD MUNI ETF6.5K shares0.00%2026-03-312026-04-27

Sponsored

VYM VANGUARD HIGH DIVIDEND YIELD ETF (VYM)2.2K shares0.54%2026-03-312026-04-27

V VISA INC CLASS A1.0K shares75.97%2026-03-312026-04-27

FITE SPDR S&P KENSHO FUTURE SECURITY ETF3.7K shares0.03%2026-03-312026-04-27

SPSM SPDR PORTFOLIO S&P 600 SML CP ETF IV6.5K shares-2.12%2026-03-312026-04-27

IVLU iSHARES EDGE MSCI INTL VALUE FACTOR ETF7.9K sharesnew addition2026-03-312026-04-27

DFAX DIMENSIONAL ETF TRUST9.2K shares-0.40%2026-03-312026-04-27

RWL INVESCO S&P 500 REVENUE ETF2.7K shares7.61%2026-03-312026-04-27

SPMD SPDR PORTFOLIO S&P 400 MID CP ETF IV5.2K shares-2.30%2026-03-312026-04-27

Sponsored

BUFR FIRST TR EX-TD VIII FT CBOE VEST FUN8.9K shares-1.49%2026-03-312026-04-27

COST COSTCO WHOLESALE CO297 shares-4.81%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO1.0K shares-4.94%2026-03-312026-04-27

MTUM ISHARES MSCI USA MOMNTUM FCT ETF1.3K shares-4.24%2026-03-312026-04-27

ALPS ALERIAN MLP ETF ALPS ALERIAN MLP ETF5.5K shares0.00%2026-03-312026-04-27

EQWL INVESCO S&P 100 EQUAL WEIGHT ETF2.5K shares12.34%2026-03-312026-04-27

SOFI SOFI TECHNOLOGIES INC18.7K shares5.05%2026-03-312026-04-27

SO Southern CO2.8K shares-4.85%2026-03-312026-04-27

Sponsored

TSM TAIWAN SEMICONDUCTOR M FSPONSORED ADT 1844 shares3.43%2026-03-312026-04-27

CASH META PLATFORMS INC CLASS A489 shares-12.52%2026-03-312026-04-27

IPKW INVESCO INTERNATIONAL BUYBACK ACHIEVE ETF4.7K shares0.00%2026-03-312026-04-27

IWD ISHARES RUSSELL 1000 VALUE ETF IV1.2K shares0.41%2026-03-312026-04-27

GWX SPDR S&P INTERNATIONAL SMALL ETF IV6.3K shares-4.68%2026-03-312026-04-27

JMUB JP MORGAN MUNICIPAL ETF5.1K shares1.64%2026-03-312026-04-27

VEA VANGUARD FTSE DEVELOPED MARKETS ETF4.0K shares-1.54%2026-03-312026-04-27

XEL XCEL ENERGY INC3.1K shares0.61%2026-03-312026-04-27

Sponsored

ALPHABET INC. CLASS C ALPHABET INC. CLASS C851 shares-10.61%2026-03-312026-04-27

CCL CARNIVAL CORP F9.7K shares3.50%2026-03-312026-04-27

AOK ISHARES CORE CONSERVATIVE ALL ETF IV5.9K shares-1.89%2026-03-312026-04-27

DLN WISDOMTREE US LARGECAP DIVIDEND ETF2.6K shares0.31%2026-03-312026-04-27

VT VANGUARD TOTAL WORLD STOCK ET ETF IV1.6K shares0.12%2026-03-312026-04-27

RWO SPDR DOW JONE GLOBAL REAL EST ETF IV4.8K shares-1.45%2026-03-312026-04-27

ITA ISHARES US AEROSPACE DEFENSE ETF IV1.0K shares0.10%2026-03-312026-04-27

PULS PGIM ULTRA SHORT BOND ETF4.3K sharesnew addition2026-03-312026-04-27

Sponsored

SRLN SPDR BLACKSTONE SENIOR LOAN ETF IV5.4K shares2.02%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON854 sharesnew addition2026-03-312026-04-27

GUARDIAN HEALTH INC. GUARDIAN HEALTH INC.2.4K shares1.48%2026-03-312026-04-27

CERY SPDR BLOOMBERY ENHANCED ROLL YIELD COMMODITY STRATEGY5.7K sharesnew addition2026-03-312026-04-27

DFAW DIMENSIONAL WORLD EQUITY ETF2.8K sharesnew addition2026-03-312026-04-27

ZETA ZETA GLOBAL HOLDINGS CORP CLASS A10.7K sharesnew addition2026-03-312026-04-27

SOUN SOUNHOUND AI INC CLASS A13.3K sharesnew addition2026-03-312026-04-27

ENVX ENOVIX CORPORATION COMMON STOCK15.0K shares50.00%2026-03-312026-04-27

Sponsored

CLOV CLOVER HEALTH INVTS CORP CLASS A35.0K shares40.00%2026-03-312026-04-27

SCHV

SCHWAB US LARGE CAP VALUE ETF

4.37%

Shares730.7K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TRUST

1.57%

Shares32.7K

Event2026-03-31

Filed2026-04-27

SCHG

SCHWAB US LARGE CAP GROWTH ETF

5.83%

Shares624.5K

Event2026-03-31

Filed2026-04-27

FBND

FIDELITY TOTAL BOND ETF

3.29%

Shares251.2K

Event2026-03-31

Filed2026-04-27

AVUV

Avantis US Small Cap Value ETF

1.76%

Shares100.4K

Event2026-03-31

Filed2026-04-27

XSMO

INVESCO S&P SMALL CAP MOMENTM ETF

3.13%

Shares108.1K

Event2026-03-31

Filed2026-04-27

HELO

J P MORGAN HEDGED EQUITY LADDERED OVERLAY ETF

7.46%

Shares122.8K

Event2026-03-31

Filed2026-04-27

IQLT

ISHS MSCI INTL QUALITY FACT ETF

-13.18%

Shares172.7K

Event2026-03-31

Filed2026-04-27

BOND

PIMCO ACTIVE BOND ETF

4.94%

Shares81.1K

Event2026-03-31

Filed2026-04-27

XMHQ

INVESCO EXCHANGE-TRADED FD TR INVESC

1.29%

Shares71.8K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB US DIVIDEND EQUITY ETF

4.51%

Shares234.8K

Event2026-03-31

Filed2026-04-27

WTV

WISDOM TREE U S VALUE ETF

5.53%

Shares72.5K

Event2026-03-31

Filed2026-04-27

SPY

SPDR S&P 500 ETF

0.89%

Shares10.2K

Event2026-03-31

Filed2026-04-27

GTO

INVESCO TOTAL RETURN BOND ETF

5.52%

Shares130.2K

Event2026-03-31

Filed2026-04-27

PYLD

PIMCO MULTI SECTOR BOND ACTV ETF

5.00%

Shares219.2K

Event2026-03-31

Filed2026-04-27

IWP

ISHARES RUSSELL MID CAP GROWTH ETF

38.31%

Shares45.5K

Event2026-03-31

Filed2026-04-27

RECS

COLUMBIA RESEARCH ENHANCED CR ETF

1.14%

Shares139.7K

Event2026-03-31

Filed2026-04-27

VLU

SPDR SP 1500 Value Tilt ETF

2.61%

Shares22.6K

Event2026-03-31

Filed2026-04-27

IDMO

INVESCO SP INTERNATIONAL DVLP MNTM ETF IV

47.48%

Shares89.2K

Event2026-03-31

Filed2026-04-27

MGC

VANGUARD MEGA CAP ETF IV

-1.16%

Shares20.2K

Event2026-03-31

Filed2026-04-27

FENI

FIDELITY ENHANCED INTERNATIONAL ETF

5.18%

Shares126.1K

Event2026-03-31

Filed2026-04-27

IJH

iShares Core S&P Mid-Cap ETF

1.05%

Shares67.6K

Event2026-03-31

Filed2026-04-27

PVAL

PUTNAM FOCUSED LARGE CAP VALUE ETF

2.19%

Shares97.5K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR S&P 500 GROWTH ETF

1.14%

Shares44.8K

Event2026-03-31

Filed2026-04-27

ACWI

ISHARES MSCI ACWI ETF

1.80%

Shares31.2K

Event2026-03-31

Filed2026-04-27

JAAA

JANUS DETROIT STR TR

2.66%

Shares79.4K

Event2026-03-31

Filed2026-04-27

COWZ

PACER US CASH COWS 100 ETF

-20.07%

Shares62.5K

Event2026-03-31

Filed2026-04-27

AFIF

ANFIELD UNIVERSAL FIXED INCOME ETF

1.49%

Shares414.3K

Event2026-03-31

Filed2026-04-27

MMM

3M CO

-0.17%

Shares25.8K

Event2026-03-31

Filed2026-04-27

DFAC

DIMENSIONAL ETF TR U S CORE EQUITY 2

0.11%

Shares96.7K

Event2026-03-31

Filed2026-04-27

TOTL

SPDR DOUBLELINE TTL RTRNT RTCL ETF

2.95%

Shares88.7K

Event2026-03-31

Filed2026-04-27

JPST

JPMORGAN ULTRA SHORT INCOME ETF

3.03%

Shares62.2K

Event2026-03-31

Filed2026-04-27

SPYM

SPDR PORTFOLIO S&P 500 ETF IV

-2.33%

Shares39.3K

Event2026-03-31

Filed2026-04-27

OUNZ

VANECK MERK GOLD ETF IV

-1.43%

Shares65.9K

Event2026-03-31

Filed2026-04-27

DCOR

DIMENSIONAL US CORE EQUITY 1 ETF

0.19%

Shares38.6K

Event2026-03-31

Filed2026-04-27

JBND

JPMORGAN ACTIVE BOND ETF

1.49%

Shares41.9K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO QQQM NASDAQ 100

1.98%

Shares8.3K

Event2026-03-31

Filed2026-04-27

FWD

AB (ALLIANCE BERNSTEIN) DISRUPTORS ETF

0.46%

Shares17.7K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR AGGREGATE BOND ETF IV

2.44%

Shares70.2K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES CORE DIVIDEND GROWTH ETF

0.38%

Shares25.9K

Event2026-03-31

Filed2026-04-27

EDIV

SPDR S& P EMERGING MARKETS DIVIDEND ETF

2.74%

Shares44.8K

Event2026-03-31

Filed2026-04-27

DFCF

DIMENSIONAL ETF TRUST

-1.20%

Shares40.5K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES MSCI USA QUALITY FACTOR ETF

0.00%

Shares8.4K

Event2026-03-31

Filed2026-04-27

VANGUARD SMALL CAP ETF IV

-0.93%

Shares6.2K

Event2026-03-31

Filed2026-04-27

JMST

JP MORGAN ULTRA SHORT MUN INCOME ETF

-1.81%

Shares30.0K

Event2026-03-31

Filed2026-04-27

DFIC

DMENSIONAL INTERN CORE EQUITY 2 ETF

-0.70%

Shares44.1K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR PORTFOLIO DVLPD WRLD EX-US ETF

-3.22%

Shares34.5K

Event2026-03-31

Filed2026-04-27

AVDE

Avantis International Equity ETF

5.37%

Shares17.8K

Event2026-03-31

Filed2026-04-27

DFAI

DIMENSIONAL ETF TR INTL CORE ETF

-0.60%

Shares38.3K

Event2026-03-31

Filed2026-04-27

ECL

ECOLAB INC

-0.52%

Shares5.5K

Event2026-03-31

Filed2026-04-27

VBR

VANGUARD SMALL CAP VALUE ETF

-35.63%

Shares6.5K

Event2026-03-31

Filed2026-04-27

DFAS

DIMENSIONAL ETF TR U S SMALL CAP ETF

-0.85%

Shares19.7K

Event2026-03-31

Filed2026-04-27

AVLV

Avantis US Large Cap Value ETF

0.18%

Shares17.0K

Event2026-03-31

Filed2026-04-27

WMT

Walmart Inc

6.00%

Shares10.7K

Event2026-03-31

Filed2026-04-27

AVUS

Avantis US Equity ETF

0.20%

Shares10.9K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO S&P 500 MOMENTUM ETF

-0.17%

Shares10.8K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

1.64%

Shares3.2K

Event2026-03-31

Filed2026-04-27

DFAU

DIMENSIONAL ETF TR US CORE ETF

-1.63%

Shares25.8K

Event2026-03-31

Filed2026-04-27

AMZN

Amazon.com, Inc.

2.93%

Shares5.6K

Event2026-03-31

Filed2026-04-27

JSCP

JP MORGAN EXCH-TRADED FD TR SHORT DU

-6.08%

Shares23.2K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES RUSSELL MID-CAP ETF

-0.61%

Shares11.5K

Event2026-03-31

Filed2026-04-27

YEAR

AB(Alliance Bernstein) Ultra Short Income ETF

-6.04%

Shares20.3K

Event2026-03-31

Filed2026-04-27

JGRO

J P MORGAN EXCHANGE-TRADED FD TR ACT

4.71%

Shares12.5K

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES CORE S&P US VALUE ETF

-0.45%

Shares9.1K

Event2026-03-31

Filed2026-04-27

JCPB

J P MORGAN EXCHANGE-TRADED FD TR COR

0.34%

Shares19.0K

Event2026-03-31

Filed2026-04-27

DFSD

DIMENSIONAL ETF TR SHORT DURATION FX

0.93%

Shares18.5K

Event2026-03-31

Filed2026-04-27

AB TAX AWARE ST DRTN MUNICIPAL ETG

201.54%

Shares34.9K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

0.23%

Shares1.3K

Event2026-03-31

Filed2026-04-27

SMMD

ISHARES TR RUSSELL 2500 ETF

0.20%

Shares11.4K

Event2026-03-31

Filed2026-04-27

AAPL

Apple Inc.

-3.72%

Shares3.4K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

0.41%

Shares4.2K

Event2026-03-31

Filed2026-04-27

SPEM

SPDR INDEX SHARES EMERG MARKT ETF IV

-4.46%

Shares17.6K

Event2026-03-31

Filed2026-04-27

AVEM

AVANTIS EMERGING MARKETS EQUIT ETF

38.54%

Shares8.9K

Event2026-03-31

Filed2026-04-27

VANGUARD S&P 500 ETF

21.63%

Shares1.2K

Event2026-03-31

Filed2026-04-27

Berkshire Hathaway Class B

0.85%

Shares1.4K

Event2026-03-31

Filed2026-04-27

DFEM

DIMENSIONAL EMERG MARK CRE EQUITY 2 ETF

-2.31%

Shares19.6K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC F

-0.76%

Shares7.5K

Event2026-03-31

Filed2026-04-27

Alphabet Inc.

-9.94%

Shares2.1K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

11.36%

Shares3.5K

Event2026-03-31

Filed2026-04-27

DFGX

DIMENSIONAL GBL EX US CORE FIXED INCOME ETF

2.39%

Shares10.4K

Event2026-03-31

Filed2026-04-27

DFAE

DIMENSIONAL ETF TRUST

-1.14%

Shares15.7K

Event2026-03-31

Filed2026-04-27

NLR

VANECK URANIUM AND NUCLEAR ETF

4.13%

Shares3.7K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD SHARES ETF

-8.62%

Shares1.1K

Event2026-03-31

Filed2026-04-27

BND

VANGUARD TOTAL BOND MARKET ETF

0.39%

Shares6.4K

Event2026-03-31

Filed2026-04-27

SHYL

XTRCKRS SHORT DURATION HIGH YIELD BOND ETF

7.34%

Shares10.5K

Event2026-03-31

Filed2026-04-27

FIXD

FIRST TRUST TCW OPPORTUNISTIC FI ETF

-2.48%

Shares10.5K

Event2026-03-31

Filed2026-04-27

HTAB

HARTFORD SCHRODERS TAX AWARE BND ETF

4.89%

Shares23.3K

Event2026-03-31

Filed2026-04-27

Procter & Gamble Co

-2.41%

Shares2.9K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

3.91%

Shares1.1K

Event2026-03-31

Filed2026-04-27

XMVM

INVESCO S&P MIDCAP VALUE WITH MOMENTUM ETF

New

Shares5.8K

Event2026-03-31

Filed2026-04-27

DGCB

DIMENSIONAL GLOBAL CREDIT ETF

0.00%

Shares6.9K

Event2026-03-31

Filed2026-04-27

USHY

iShares Broad USD HG YLD CRP BND Etf

0.00%

Shares9.7K

Event2026-03-31

Filed2026-04-27

ENERGY TRANSFER LP LP

12.50%

Shares18.1K

Event2026-03-31

Filed2026-04-27

SOLV

SOLVENTUM CORPORATION

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-27

NULG

Nuveen ESG Large Cap Growth ETF (NULG)

14.47%

Shares3.9K

Event2026-03-31

Filed2026-04-27

HYD

VANECK HIGH YIELD MUNI ETF

0.00%

Shares6.5K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD HIGH DIVIDEND YIELD ETF (VYM)

0.54%

Shares2.2K

Event2026-03-31

Filed2026-04-27

VISA INC CLASS A

75.97%

Shares1.0K

Event2026-03-31

Filed2026-04-27

FITE

SPDR S&P KENSHO FUTURE SECURITY ETF

0.03%

Shares3.7K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR PORTFOLIO S&P 600 SML CP ETF IV

-2.12%

Shares6.5K

Event2026-03-31

Filed2026-04-27

IVLU

iSHARES EDGE MSCI INTL VALUE FACTOR ETF

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

DFAX

DIMENSIONAL ETF TRUST

-0.40%

Shares9.2K

Event2026-03-31

Filed2026-04-27

RWL

INVESCO S&P 500 REVENUE ETF

7.61%

Shares2.7K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR PORTFOLIO S&P 400 MID CP ETF IV

-2.30%

Shares5.2K

Event2026-03-31

Filed2026-04-27

BUFR

FIRST TR EX-TD VIII FT CBOE VEST FUN

-1.49%

Shares8.9K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CO

-4.81%

Shares297

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

-4.94%

Shares1.0K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES MSCI USA MOMNTUM FCT ETF

-4.24%

Shares1.3K

Event2026-03-31

Filed2026-04-27

ALPS ALERIAN MLP ETF

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-27

EQWL

INVESCO S&P 100 EQUAL WEIGHT ETF

12.34%

Shares2.5K

Event2026-03-31

Filed2026-04-27

SOFI

SOFI TECHNOLOGIES INC

5.05%

Shares18.7K

Event2026-03-31

Filed2026-04-27

Southern CO

-4.85%

Shares2.8K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR M FSPONSORED ADT 1

3.43%

Shares844

Event2026-03-31

Filed2026-04-27

CASH

META PLATFORMS INC CLASS A

-12.52%

Shares489

Event2026-03-31

Filed2026-04-27

IPKW

INVESCO INTERNATIONAL BUYBACK ACHIEVE ETF

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-27

IWD

ISHARES RUSSELL 1000 VALUE ETF IV

0.41%

Shares1.2K

Event2026-03-31

Filed2026-04-27

GWX

SPDR S&P INTERNATIONAL SMALL ETF IV

-4.68%

Shares6.3K

Event2026-03-31

Filed2026-04-27

JMUB

JP MORGAN MUNICIPAL ETF

1.64%

Shares5.1K

Event2026-03-31

Filed2026-04-27

VEA

VANGUARD FTSE DEVELOPED MARKETS ETF

-1.54%

Shares4.0K

Event2026-03-31

Filed2026-04-27

XEL

XCEL ENERGY INC

0.61%

Shares3.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC. CLASS C

-10.61%

Shares851

Event2026-03-31

Filed2026-04-27

CCL

CARNIVAL CORP F

3.50%

Shares9.7K

Event2026-03-31

Filed2026-04-27

AOK

ISHARES CORE CONSERVATIVE ALL ETF IV

-1.89%

Shares5.9K

Event2026-03-31

Filed2026-04-27

DLN

WISDOMTREE US LARGECAP DIVIDEND ETF

0.31%

Shares2.6K

Event2026-03-31

Filed2026-04-27

VANGUARD TOTAL WORLD STOCK ET ETF IV

0.12%

Shares1.6K

Event2026-03-31

Filed2026-04-27

RWO

SPDR DOW JONE GLOBAL REAL EST ETF IV

-1.45%

Shares4.8K

Event2026-03-31

Filed2026-04-27

ITA

ISHARES US AEROSPACE DEFENSE ETF IV

0.10%

Shares1.0K

Event2026-03-31

Filed2026-04-27

PULS

PGIM ULTRA SHORT BOND ETF

New

Shares4.3K

Event2026-03-31

Filed2026-04-27

SRLN

SPDR BLACKSTONE SENIOR LOAN ETF IV

2.02%

Shares5.4K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

New

Shares854

Event2026-03-31

Filed2026-04-27

GUARDIAN HEALTH INC.

1.48%

Shares2.4K

Event2026-03-31

Filed2026-04-27

CERY

SPDR BLOOMBERY ENHANCED ROLL YIELD COMMODITY STRATEGY

New

Shares5.7K

Event2026-03-31

Filed2026-04-27

DFAW

DIMENSIONAL WORLD EQUITY ETF

New

Shares2.8K

Event2026-03-31

Filed2026-04-27

ZETA

ZETA GLOBAL HOLDINGS CORP CLASS A

New

Shares10.7K

Event2026-03-31

Filed2026-04-27

SOUN

SOUNHOUND AI INC CLASS A

New

Shares13.3K

Event2026-03-31

Filed2026-04-27

ENVX

ENOVIX CORPORATION COMMON STOCK

50.00%

Shares15.0K

Event2026-03-31

Filed2026-04-27

CLOV

CLOVER HEALTH INVTS CORP CLASS A

40.00%

Shares35.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available