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The Analysis of VALLEY NATIONAL ADVISERS INC's Holdings & P&L

Currently, VALLEY NATIONAL ADVISERS INC holds 867 types of securities in its portfolio with a total value $772.8K. In the most recent quarter, they have increased their positions in FELC (+790.9K shares, valued at $28.7K), CGGR (+564.7K shares, valued at $22.7K), DFAI (+104.8K shares, valued at $4.1K); decreased their positions in GARP (-68.3K shares, valued at $4.4K), SCHB (-163.7K shares, valued at $4.1K), IUSB (-17.5K shares, valued at $809.9701445436872); initiated new positions in FELC (+790.9K shares, valued at $28.7K), CGGR (+564.7K shares, valued at $22.7K), FMDE (+113.3K shares, valued at $4.1K).

1M P&L

+19.0M+2.31%

3M P&L

-16.6M-1.93%

HY P&L

+35.9M+4.44%

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/A460.9K

65.0%

2Consumer Electronics26.4K

3.7%

3Semiconductors22.6K

3.2%

Top Industries by Stock Count

1N/A253 stocks

31.9%

2Asset Management22 stocks

2.8%

3Software - Application21 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR2.0M shares3.78%2026-03-312026-04-15

SCHG SCHWAB STRATEGIC TR1.1M shares6.45%2026-03-312026-04-15

VTV VANGUARD INDEX FDS154.8K shares7.25%2026-03-312026-04-15

FBND FIDELITY MERRIMACK STR TR635.0K shares7.78%2026-03-312026-04-15

FELC FIDELITY COVINGTON TRUST790.9K sharesnew addition2026-03-312026-04-15

AAPL APPLE INC104.1K shares-1.36%2026-03-312026-04-15

BOND PIMCO ETF TR258.1K shares0.78%2026-03-312026-04-15

SCHF SCHWAB STRATEGIC TR958.4K shares14.75%2026-03-312026-04-15

Sponsored

SCHB SCHWAB STRATEGIC TR938.3K shares-14.86%2026-03-312026-04-15

CGGR CAPITAL GROUP GROWTH ETF564.7K sharesnew addition2026-03-312026-04-15

IUSB ISHARES TR354.9K shares-4.71%2026-03-312026-04-15

MSFT MICROSOFT CORP40.5K shares1.93%2026-03-312026-04-15

DFAI DIMENSIONAL ETF TRUST370.5K shares39.47%2026-03-312026-04-15

LAM RESEARCH CORP LAM RESEARCH CORP60.4K shares0.17%2026-03-312026-04-15

SCHM SCHWAB STRATEGIC TR363.3K shares-0.77%2026-03-312026-04-15

GARP ISHARES TR162.0K shares-29.64%2026-03-312026-04-15

Sponsored

NEAR ISHARES U S ETF TR188.6K shares4.76%2026-03-312026-04-15

TSM TAIWAN SEMICONDUCTOR MANUFAC27.7K shares0.84%2026-03-312026-04-15

ALPHABET INC ALPHABET INC30.2K shares1.51%2026-03-312026-04-15

SCHD SCHWAB STRATEGIC TR282.3K shares-8.00%2026-03-312026-04-15

AMZN AMAZON COM INC35.4K shares-1.78%2026-03-312026-04-15

EMXC ISHARES INC90.2K shares21.86%2026-03-312026-04-15

SCHE SCHWAB STRATEGIC TR212.9K shares27.68%2026-03-312026-04-15

VGT VANGUARD WORLD FD9.1K shares-1.47%2026-03-312026-04-15

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LDUR PIMCO ETF TR63.2K shares5.84%2026-03-312026-04-15

NVDA NVIDIA CORPORATION34.3K shares0.00%2026-03-312026-04-15

KLAC KLA CORP3.7K shares1.86%2026-03-312026-04-15

MERCK & CO INC MERCK & CO INC44.9K shares-0.06%2026-03-312026-04-15

META META PLATFORMS INC9.1K shares2.27%2026-03-312026-04-15

BROADCOM INC BROADCOM INC16.3K shares-0.92%2026-03-312026-04-15

LMT LOCKHEED MARTIN CORP7.7K shares-2.38%2026-03-312026-04-15

LLY ELI LILLY & CO5.0K shares-0.72%2026-03-312026-04-15

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BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.1K shares0.13%2026-03-312026-04-15

GILD GILEAD SCIENCES INC31.2K shares-2.81%2026-03-312026-04-15

AMAT APPLIED MATLS INC12.4K shares-4.08%2026-03-312026-04-15

FMDE FIDELITY COVINGTON TRUST113.3K sharesnew addition2026-03-312026-04-15

MO ALTRIA GROUP INC59.4K shares0.09%2026-03-312026-04-15

SMH VANECK ETF TRUST10.0K shares3.65%2026-03-312026-04-15

AMGN AMGEN INC10.8K shares-0.21%2026-03-312026-04-15

XOM EXXON MOBIL CORP21.9K shares-0.59%2026-03-312026-04-15

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GLD SPDR GOLD TR8.1K shares9.48%2026-03-312026-04-15

VOE VANGUARD INDEX FDS18.6K shares2.01%2026-03-312026-04-15

JPM JPMORGAN CHASE & CO11.5K shares-0.50%2026-03-312026-04-15

SCHA SCHWAB STRATEGIC TR115.9K shares-2.08%2026-03-312026-04-15

INVESCO QQQ TR INVESCO QQQ TR5.8K shares1.38%2026-03-312026-04-15

PM PHILIP MORRIS INTL INC19.6K shares-3.00%2026-03-312026-04-15

IMCG ISHARES TR40.8K shares1.99%2026-03-312026-04-15

ADI ANALOG DEVICES INC10.0K shares0.01%2026-03-312026-04-15

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD79.8K shares27.78%2026-03-312026-04-15

ABRDN FDS ABRDN FDS89.6K shares-0.95%2026-03-312026-04-15

LOW LOWES COS INC12.3K shares0.10%2026-03-312026-04-15

TT TRANE TECHNOLOGIES PLC6.8K shares1.59%2026-03-312026-04-15

IJR ISHARES TR22.4K shares-5.41%2026-03-312026-04-15

SCHC SCHWAB STRATEGIC TR57.3K shares-6.19%2026-03-312026-04-15

ASTRAZENECA PLC ASTRAZENECA PLC13.5K sharesnew addition2026-03-312026-04-15

JQUA J P MORGAN EXCHANGE TRADED F43.0K shares2.18%2026-03-312026-04-15

Sponsored

BK BANK NEW YORK MELLON CORP22.2K shares-0.76%2026-03-312026-04-15

JPST J P MORGAN EXCHANGE TRADED F52.0K shares-0.77%2026-03-312026-04-15

VBK VANGUARD INDEX FDS8.7K shares-1.58%2026-03-312026-04-15

WAB WABTEC10.4K shares0.00%2026-03-312026-04-15

VONG VANGUARD SCOTTSDALE FDS23.4K shares2.27%2026-03-312026-04-15

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC25.6K shares1.06%2026-03-312026-04-15

CHRW C H ROBINSON WORLDWIDE IN15.2K shares-0.26%2026-03-312026-04-15

MPWR MONOLITHIC PWR SYS INC2.3K shares0.48%2026-03-312026-04-15

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BKR BAKER HUGHES COMPANY41.0K shares0.35%2026-03-312026-04-15

PH PARKER-HANNIFIN CORP2.8K shares1.77%2026-03-312026-04-15

HLT HILTON WORLDWIDE HLDGS INC8.0K shares0.53%2026-03-312026-04-15

IVV ISHARES TR3.7K shares1.36%2026-03-312026-04-15

APH AMPHENOL CORP18.1K shares1.66%2026-03-312026-04-15

SCHW SCHWAB CHARLES CORP24.2K shares-1.61%2026-03-312026-04-15

AME AMETEK INC10.6K shares0.12%2026-03-312026-04-15

MCK MCKESSON CORP2.6K shares0.50%2026-03-312026-04-15

Sponsored

APD AIR PRODUCTS AND CHEMICALS I7.8K shares-0.28%2026-03-312026-04-15

DIS DISNEY WALT CO23.4K shares0.80%2026-03-312026-04-15

HCA HCA HEALTHCARE INC4.7K shares0.38%2026-03-312026-04-15

SPY STATE STR SPDR S&P 500 ETF T3.4K shares0.79%2026-03-312026-04-15

DRI DARDEN RESTAURANTS INC11.2K shares0.78%2026-03-312026-04-15

RSPT INVESCO EXCHANGE TRADED FD T46.9K shares0.00%2026-03-312026-04-15

MCD MCDONALDS CORP6.5K shares-2.49%2026-03-312026-04-15

PPL PPL CORP52.8K shares8.95%2026-03-312026-04-15

Sponsored

CCEP COCA-COLA EUROPACIFIC PARTNE22.2K shares0.40%2026-03-312026-04-15

BLACKROCK INC BLACKROCK INC2.1K shares-1.74%2026-03-312026-04-15

UNH UNITEDHEALTH GROUP INC7.2K shares-0.51%2026-03-312026-04-15

TE CONNECTIVITY PLC TE CONNECTIVITY PLC9.2K shares0.54%2026-03-312026-04-15

RSG REPUBLIC SVCS INC8.8K shares1.20%2026-03-312026-04-15

BLACKSTONE INC BLACKSTONE INC16.6K shares-3.63%2026-03-312026-04-15

SYK STRYKER CORPORATION5.7K shares0.98%2026-03-312026-04-15

IWF ISHARES TR4.3K shares0.00%2026-03-312026-04-15

Sponsored

ROL ROLLINS INC34.2K shares0.71%2026-03-312026-04-15

PHM PULTE GROUP INC15.3K shares0.91%2026-03-312026-04-15

STERIS PLC STERIS PLC8.1K shares0.69%2026-03-312026-04-15

LII LENNOX INTL INC3.8K shares1.16%2026-03-312026-04-15

CRM SALESFORCE INC9.5K shares-3.78%2026-03-312026-04-15

CTAS CINTAS CORP10.2K shares0.90%2026-03-312026-04-15

RMD RESMED INC7.6K shares1.24%2026-03-312026-04-15

DHI D R HORTON INC12.2K shares1.40%2026-03-312026-04-15

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EVR EVERCORE INC5.6K shares-0.76%2026-03-312026-04-15

ADP AUTOMATIC DATA PROCESSING IN8.2K shares3.14%2026-03-312026-04-15

VOT VANGUARD INDEX FDS6.3K shares2.36%2026-03-312026-04-15

PNR PENTAIR PLC18.6K shares1.23%2026-03-312026-04-15

TECB ISHARES TR29.0K shares-21.55%2026-03-312026-04-15

EPD ENTERPRISE PRODS PARTNERS L42.1K shares0.05%2026-03-312026-04-15

VTI VANGUARD INDEX FDS4.9K shares-4.74%2026-03-312026-04-15

WMT WALMART INC12.5K shares-1.63%2026-03-312026-04-15

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CB CHUBB LTD SWITZ4.7K shares-0.19%2026-03-312026-04-15

ORCL ORACLE CORP10.3K shares-6.04%2026-03-312026-04-15

IHDG WISDOMTREE TR31.4K shares0.34%2026-03-312026-04-15

EFG ISHARES TR13.4K shares1.64%2026-03-312026-04-15

VYM VANGUARD WHITEHALL FDS10.0K shares1.18%2026-03-312026-04-15

TSLA TESLA INC4.0K shares1.30%2026-03-312026-04-15

EMR EMERSON ELEC CO11.2K shares-1.61%2026-03-312026-04-15

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-15

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BR BROADRIDGE FINL SOLUTIONS IN8.6K shares1.92%2026-03-312026-04-15

HON HONEYWELL INTL INC6.2K shares-1.38%2026-03-312026-04-15

DE DEERE & CO2.4K shares0.08%2026-03-312026-04-15

MELI MERCADOLIBRE INC787 shares0.00%2026-03-312026-04-15

CIBR FIRST TR EXCHANGE-TRADED FD21.7K shares-16.32%2026-03-312026-04-15

INTU INTUIT3.1K shares2.12%2026-03-312026-04-15

ASML ASML HLDG NV1.0K shares0.00%2026-03-312026-04-15

DGRO ISHARES TR18.8K shares1.07%2026-03-312026-04-15

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DIA STATE STR SPDR DOW JONES IND2.8K shares-0.46%2026-03-312026-04-15

IGV ISHARES TR16.0K shares-22.35%2026-03-312026-04-15

FNDX SCHWAB STRATEGIC TR45.9K shares-4.74%2026-03-312026-04-15

XT ISHARES TR18.5K shares-0.18%2026-03-312026-04-15

CHAT TIDAL TRUST II20.2K shares0.00%2026-03-312026-04-15

PAYC PAYCOM SOFTWARE INC10.0K shares3.09%2026-03-312026-04-15

ABBV ABBVIE INC5.6K shares-0.94%2026-03-312026-04-15

NVS NOVARTIS AG7.9K shares-0.38%2026-03-312026-04-15

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MGC VANGUARD WORLD FD5.0K shares0.00%2026-03-312026-04-15

VUG VANGUARD INDEX FDS2.7K shares-0.64%2026-03-312026-04-15

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC10.3K shares-3.39%2026-03-312026-04-15

CAT CATERPILLAR INC1.6K shares1.27%2026-03-312026-04-15

JUST GOLDMAN SACHS ETF TR11.6K shares0.01%2026-03-312026-04-15

XBI SPDR SERIES TRUST8.2K shares-1.72%2026-03-312026-04-15

CSCO CISCO SYS INC13.2K shares0.37%2026-03-312026-04-15

UNP UNION PAC CORP4.2K shares-9.48%2026-03-312026-04-15

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ALPHABET INC ALPHABET INC3.5K shares3.27%2026-03-312026-04-15

JNJ JOHNSON & JOHNSON4.0K shares-1.87%2026-03-312026-04-15

COHERENT CORP COHERENT CORP4.0K shares0.00%2026-03-312026-04-15

REGN REGENERON PHARMACEUTICALS1.2K shares-1.33%2026-03-312026-04-15

COPX GLOBAL X FDS12.0K shares35.57%2026-03-312026-04-15

ESGU ISHARES TR6.4K shares72.30%2026-03-312026-04-15

IBM INTERNATIONAL BUSINESS MACHS3.6K shares2.90%2026-03-312026-04-15

MLPA GLOBAL X FDS16.2K shares-3.44%2026-03-312026-04-15

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ALLE ALLEGION PLC5.8K shares-0.43%2026-03-312026-04-15

VZ VERIZON COMMUNICATIONS INC16.6K shares-25.54%2026-03-312026-04-15

NSC NORFOLK SOUTHN CORP2.8K shares-0.04%2026-03-312026-04-15

BA BOEING CO3.9K shares-14.23%2026-03-312026-04-15

WFC WELLS FARGO & CO9.6K shares-1.92%2026-03-312026-04-15

PG PROCTER & GAMBLE CO5.2K shares-3.03%2026-03-312026-04-15

VCEB VANGUARD WORLD FD11.9K shares8.43%2026-03-312026-04-15

GS GOLDMAN SACHS GROUP INC880 shares-1.01%2026-03-312026-04-15

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VIG VANGUARD SPECIALIZED FUNDS3.4K shares-1.23%2026-03-312026-04-15

MDLZ MONDELEZ INTL INC12.2K shares-6.46%2026-03-312026-04-15

RTX RTX CORPORATION3.5K shares-0.53%2026-03-312026-04-15

EUSB ISHARES TR15.4K shares9.45%2026-03-312026-04-15

PEP PEPSICO INC4.2K shares-13.42%2026-03-312026-04-15

T AT&T INC22.4K shares6.96%2026-03-312026-04-15

UBER UBER TECHNOLOGIES INC8.9K shares-4.97%2026-03-312026-04-15

FDVV FIDELITY COVINGTON TRUST11.5K shares3.23%2026-03-312026-04-15

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VV VANGUARD INDEX FDS2.1K shares0.00%2026-03-312026-04-15

QCOM QUALCOMM INC4.7K shares-0.25%2026-03-312026-04-15

EAGG ISHARES TR12.8K shares10.64%2026-03-312026-04-15

COF CAPITAL ONE FINL CORP3.3K shares-1.30%2026-03-312026-04-15

MEDTRONIC PLC MEDTRONIC PLC6.8K shares-0.10%2026-03-312026-04-15

USB US BANCORP10.7K shares-0.30%2026-03-312026-04-15

MEAR ISHARES U S ETF TR10.9K shares1.35%2026-03-312026-04-15

NOBL PROSHARES TR5.2K shares-7.75%2026-03-312026-04-15

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BAC BANK AMERICA CORP11.2K shares1.20%2026-03-312026-04-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.3K shares0.00%2026-03-312026-04-15

FULT FULTON FINL CORP PA26.3K shares-10.23%2026-03-312026-04-15

COST COSTCO WHOLESALE CORPORATION530 shares7.72%2026-03-312026-04-15

TJX TJX COS INC NEW3.3K shares3.43%2026-03-312026-04-15

SIXG ETF SER SOLUTIONS7.6K shares-0.74%2026-03-312026-04-15

AXP AMERICAN EXPRESS CO1.6K shares-3.25%2026-03-312026-04-15

GE AEROSPACE GE AEROSPACE1.7K shares0.60%2026-03-312026-04-15

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PFS PROVIDENT FINL SVCS INC22.6K shares9.32%2026-03-312026-04-15

IJS ISHARES TR4.0K shares0.00%2026-03-312026-04-15

HDV ISHARES TR3.5K shares3.48%2026-03-312026-04-15

CVX CHEVRON CORPORATION2.2K shares4.07%2026-03-312026-04-15

REMX VANECK ETF TRUST5.2K shares72.65%2026-03-312026-04-15

ESGD ISHARES TR4.7K shares0.02%2026-03-312026-04-15

IBB ISHARES TR2.6K shares-0.34%2026-03-312026-04-15

TFC TRUIST FINL CORP9.5K shares-0.15%2026-03-312026-04-15

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MS MORGAN STANLEY2.6K shares1.50%2026-03-312026-04-15

VB VANGUARD INDEX FDS1.6K shares-6.70%2026-03-312026-04-15

VCR VANGUARD WORLD FD1.2K shares0.00%2026-03-312026-04-15

PNC PNC FINL SVCS GROUP INC2.0K shares0.10%2026-03-312026-04-15

NOW SERVICENOW INC3.9K shares1.62%2026-03-312026-04-15

CGDV CAPITAL GROUP DIVIDEND VALUE9.4K shares4.53%2026-03-312026-04-15

MA MASTERCARD INCORPORATED788 shares-1.50%2026-03-312026-04-15

CME CME GROUP INC1.3K shares2.54%2026-03-312026-04-15

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IWR ISHARES TR3.9K shares0.00%2026-03-312026-04-15

PAVE GLOBAL X FDS7.4K shares-0.93%2026-03-312026-04-15

VO VANGUARD INDEX FDS1.3K shares0.00%2026-03-312026-04-15

FDN FIRST TR EXCHANGE-TRADED FD1.6K shares-26.86%2026-03-312026-04-15

SUSB ISHARES TR14.6K shares17.47%2026-03-312026-04-15

MUB ISHARES TR3.4K shares-9.78%2026-03-312026-04-15

XLK SELECT SECTOR SPDR TR2.6K shares0.00%2026-03-312026-04-15

FDL FIRST TR EXCHANGE-TRADED FD6.9K shares6.42%2026-03-312026-04-15

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TER TERADYNE INC1.2K shares9.94%2026-03-312026-04-15

DIVB ISHARES TR6.4K shares5.07%2026-03-312026-04-15

ITW ILLINOIS TOOL WKS INC1.3K shares-1.13%2026-03-312026-04-15

GEV GE VERNOVA INC389 shares2.10%2026-03-312026-04-15

CMI CUMMINS INC621 shares0.16%2026-03-312026-04-15

GLW CORNING INC2.4K shares-7.25%2026-03-312026-04-15

FITB FIFTH THIRD BANCORP7.0K shares1.62%2026-03-312026-04-15

GCOW PACER FDS TR7.0K shares8.88%2026-03-312026-04-15

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CSX CSX CORP7.6K shares12.00%2026-03-312026-04-15

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO5.9K shares0.00%2026-03-312026-04-15

IJJ ISHARES TR2.3K shares0.00%2026-03-312026-04-15

DVY ISHARES TR2.0K shares0.00%2026-03-312026-04-15

CRCL CIRCLE INTERNET GROUP INC3.1K sharesnew addition2026-03-312026-04-15

VANGUARD INDEX FDS VANGUARD INDEX FDS495 shares-60.40%2026-03-312026-04-15

CMCSA COMCAST CORP NEW10.3K shares-25.09%2026-03-312026-04-15

BMY BRISTOL-MYERS SQUIBB CO4.7K shares11.93%2026-03-312026-04-15

Sponsored

MUNI PIMCO ETF TR5.5K shares34.10%2026-03-312026-04-15

NEE NEXTERA ENERGY INC3.1K shares-6.50%2026-03-312026-04-15

HD HOME DEPOT INC855 shares6.61%2026-03-312026-04-15

DWM WISDOMTREE TR4.0K shares0.00%2026-03-312026-04-15

KGC KINROSS GOLD CORP9.1K shares0.00%2026-03-312026-04-15

TXN TEXAS INSTRS INC1.4K shares2.96%2026-03-312026-04-15

PFE PFIZER INC9.8K shares-3.78%2026-03-312026-04-15

KO COCA COLA CO3.6K shares1.30%2026-03-312026-04-15

Sponsored

NOC NORTHROP GRUMMAN CORP397 shares1.02%2026-03-312026-04-15

IJT ISHARES TR1.8K shares0.00%2026-03-312026-04-15

NVO NOVO-NORDISK A S6.9K shares0.00%2026-03-312026-04-15

BARRICK MNG CORP BARRICK MNG CORP6.1K shares0.00%2026-03-312026-04-15

NJR NEW JERSEY RES CORP4.5K shares0.00%2026-03-312026-04-15

SPYV SPDR SERIES TRUST4.4K shares0.00%2026-03-312026-04-15

V VISA INC778 shares-2.63%2026-03-312026-04-15

AMD ADVANCED MICRO DEVICES INC1.1K shares16.51%2026-03-312026-04-15

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KMI KINDER MORGAN INC DEL6.7K shares-1.06%2026-03-312026-04-15

PSX PHILLIPS 661.2K shares-1.60%2026-03-312026-04-15

MSM MSC INDL DIRECT INC2.4K shares-1.15%2026-03-312026-04-15

VEA VANGUARD TAX-MANAGED FDS3.5K shares0.00%2026-03-312026-04-15

ADBE ADOBE INC888 shares-15.02%2026-03-312026-04-15

PRU PRUDENTIAL FINL INC2.2K shares1.52%2026-03-312026-04-15

TRV TRAVELERS COMPANIES INC736 shares1.80%2026-03-312026-04-15

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VNQ VANGUARD INDEX FDS2.4K shares0.00%2026-03-312026-04-15

SNY SANOFI SA4.4K shares0.00%2026-03-312026-04-15

VEEV VEEVA SYS INC1.2K shares-16.74%2026-03-312026-04-15

ESGE ISHARES INC4.7K shares17.29%2026-03-312026-04-15

SBUX STARBUCKS CORP2.4K shares-1.04%2026-03-312026-04-15

SEIC SEI INVTS CO2.7K shares0.30%2026-03-312026-04-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.6K shares7.91%2026-03-312026-04-15

ET ENERGY TRANSFER L P10.7K shares0.23%2026-03-312026-04-15

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COP CONOCOPHILLIPS1.5K shares-0.06%2026-03-312026-04-15

UNILEVER PLC UNILEVER PLC3.5K shares-6.67%2026-03-312026-04-15

HUBBELL INC HUBBELL INC395 shares0.00%2026-03-312026-04-15

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UHS UNIVERSAL HLTH SVCS INC1.1K shares1634.43%2026-03-312026-04-15

WMB WILLIAMS COS INC2.6K shares3.02%2026-03-312026-04-15

SCHV SCHWAB STRATEGIC TR6.2K shares-1.17%2026-03-312026-04-15

IJK ISHARES TR1.8K shares0.00%2026-03-312026-04-15

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ODFL OLD DOMINION FREIGHT LINE IN933 shares6.14%2026-03-312026-04-15

TPR TAPESTRY INC1.3K shares-8.22%2026-03-312026-04-15

WM WASTE MGMT INC DEL793 shares2.19%2026-03-312026-04-15

WY WEYERHAEUSER CO7.4K shares-0.03%2026-03-312026-04-15

TOTL SSGA ACTIVE ETF TR4.5K shares-3.72%2026-03-312026-04-15

SNPS SYNOPSYS INC430 shares25.00%2026-03-312026-04-15

FNDB SCHWAB STRATEGIC TR6.2K shares0.00%2026-03-312026-04-15

KRE SPDR SERIES TRUST2.6K shares4.08%2026-03-312026-04-15

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THE CIGNA GROUP THE CIGNA GROUP605 shares11.62%2026-03-312026-04-15

SCHZ SCHWAB STRATEGIC TR6.9K shares0.00%2026-03-312026-04-15

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GGG GRACO INC1.9K sharesnew addition2026-03-312026-04-15

XLI SELECT SECTOR SPDR TR922 shares0.00%2026-03-312026-04-15

ACWI ISHARES TR1.0K shares0.00%2026-03-312026-04-15

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ROK ROCKWELL AUTOMATION INC399 shares0.00%2026-03-312026-04-15

THC TENET HEALTHCARE CORP750 sharesnew addition2026-03-312026-04-15

NFLX NETFLIX INC.1.5K shares-2.41%2026-03-312026-04-15

IBIT ISHARES BITCOIN TRUST ETF3.6K shares9.09%2026-03-312026-04-15

JCI JOHNSON CONTROLS INTERNATION1.1K shares-0.09%2026-03-312026-04-15

PJP INVESCO EXCHANGE TRADED FD T1.3K shares-39.38%2026-03-312026-04-15

PSCI INVESCO EXCH TRADED FD TR II880 shares0.00%2026-03-312026-04-15

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NBIS NEBIUS GROUP N.V.1.3K shares0.00%2026-03-312026-04-15

PAYX PAYCHEX INC1.5K shares-1.81%2026-03-312026-04-15

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PLTR PALANTIR TECHNOLOGIES INC897 shares68.29%2026-03-312026-04-15

HBAN HUNTINGTON BANCSHARES INC8.3K shares-0.47%2026-03-312026-04-15

VIOV VANGUARD ADMIRAL FDS INC1.3K shares-0.23%2026-03-312026-04-15

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TMO THERMO FISHER SCIENTIFIC INC264 shares-6.05%2026-03-312026-04-15

MMM 3M CO883 shares2.08%2026-03-312026-04-15

ARKG ARK ETF TR4.8K shares-3.44%2026-03-312026-04-15

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MPC MARATHON PETE CORP509 shares0.00%2026-03-312026-04-15

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HWM HOWMET AEROSPACE INC497 shares-56.29%2026-03-312026-04-15

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BKNG BOOKING HOLDINGS INC26 shares-21.21%2026-03-312026-04-15

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FNDF SCHWAB STRATEGIC TR2.2K shares0.00%2026-03-312026-04-15

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SPHQ INVESCO EXCHANGE TRADED FD T1.4K shares0.00%2026-03-312026-04-15

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ARKQ ARK ETF TR903 shares10.93%2026-03-312026-04-15

ONTO ONTO INNOVATION INC489 sharesnew addition2026-03-312026-04-15

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BFLY BUTTERFLY NETWORK INC22.2K shares0.00%2026-03-312026-04-15

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AVEM AMERICAN CENTY ETF TR1.1K shares0.00%2026-03-312026-04-15

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EQT CORP EQT CORP1.4K shares120.68%2026-03-312026-04-15

CQP CHENIERE ENERGY PARTNERS L P1.3K shares0.00%2026-03-312026-04-15

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MDGL MADRIGAL PHARMACEUTICALS INC161 shares0.00%2026-03-312026-04-15

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PANW PALO ALTO NETWORKS INC512 shares9.87%2026-03-312026-04-15

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ELV ELEVANCE HEALTH INC FORMERLY277 shares5.32%2026-03-312026-04-15

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ETR ENTERGY CORP NEW656 shares92.38%2026-03-312026-04-15

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PALL ABRDN PALLADIUM ETF TRUST174 shares205.26%2026-03-312026-04-15

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC508 shares21.53%2026-03-312026-04-15

SM SM ENERGY COMPANY747 sharesnew addition2026-03-312026-04-15

VIPER ENERGY INC VIPER ENERGY INC500 shares0.00%2026-03-312026-04-15

ZTS ZOETIS INC198 shares-9.59%2026-03-312026-04-15

DAL DELTA AIR LINES INC335 shares0.90%2026-03-312026-04-15

ISHARES GOLD TR ISHARES GOLD TR256 shares0.00%2026-03-312026-04-15

JEPQ J P MORGAN EXCHANGE TRADED F411 shares0.00%2026-03-312026-04-15

MKL MARKEL GROUP INC12 shares0.00%2026-03-312026-04-15

Sponsored

NUE NUCOR CORP135 shares70.89%2026-03-312026-04-15

WOLF WOLFSPEED INC1.4K shares711.11%2026-03-312026-04-15

AMP AMERIPRISE FINL INC49 shares22.50%2026-03-312026-04-15

FDX FEDEX CORP59 shares9.26%2026-03-312026-04-15

SCHX

SCHWAB STRATEGIC TR

3.78%

Shares2.0M

Event2026-03-31

Filed2026-04-15

SCHG

SCHWAB STRATEGIC TR

6.45%

Shares1.1M

Event2026-03-31

Filed2026-04-15

VTV

VANGUARD INDEX FDS

7.25%

Shares154.8K

Event2026-03-31

Filed2026-04-15

FBND

FIDELITY MERRIMACK STR TR

7.78%

Shares635.0K

Event2026-03-31

Filed2026-04-15

FELC

FIDELITY COVINGTON TRUST

New

Shares790.9K

Event2026-03-31

Filed2026-04-15

AAPL

APPLE INC

-1.36%

Shares104.1K

Event2026-03-31

Filed2026-04-15

BOND

PIMCO ETF TR

0.78%

Shares258.1K

Event2026-03-31

Filed2026-04-15

SCHF

SCHWAB STRATEGIC TR

14.75%

Shares958.4K

Event2026-03-31

Filed2026-04-15

SCHB

SCHWAB STRATEGIC TR

-14.86%

Shares938.3K

Event2026-03-31

Filed2026-04-15

CGGR

CAPITAL GROUP GROWTH ETF

New

Shares564.7K

Event2026-03-31

Filed2026-04-15

IUSB

ISHARES TR

-4.71%

Shares354.9K

Event2026-03-31

Filed2026-04-15

MSFT

MICROSOFT CORP

1.93%

Shares40.5K

Event2026-03-31

Filed2026-04-15

DFAI

DIMENSIONAL ETF TRUST

39.47%

Shares370.5K

Event2026-03-31

Filed2026-04-15

LAM RESEARCH CORP

0.17%

Shares60.4K

Event2026-03-31

Filed2026-04-15

SCHM

SCHWAB STRATEGIC TR

-0.77%

Shares363.3K

Event2026-03-31

Filed2026-04-15

GARP

ISHARES TR

-29.64%

Shares162.0K

Event2026-03-31

Filed2026-04-15

NEAR

ISHARES U S ETF TR

4.76%

Shares188.6K

Event2026-03-31

Filed2026-04-15

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.84%

Shares27.7K

Event2026-03-31

Filed2026-04-15

ALPHABET INC

1.51%

Shares30.2K

Event2026-03-31

Filed2026-04-15

SCHD

SCHWAB STRATEGIC TR

-8.00%

Shares282.3K

Event2026-03-31

Filed2026-04-15

AMZN

AMAZON COM INC

-1.78%

Shares35.4K

Event2026-03-31

Filed2026-04-15

EMXC

ISHARES INC

21.86%

Shares90.2K

Event2026-03-31

Filed2026-04-15

SCHE

SCHWAB STRATEGIC TR

27.68%

Shares212.9K

Event2026-03-31

Filed2026-04-15

VGT

VANGUARD WORLD FD

-1.47%

Shares9.1K

Event2026-03-31

Filed2026-04-15

LDUR

PIMCO ETF TR

5.84%

Shares63.2K

Event2026-03-31

Filed2026-04-15

NVDA

NVIDIA CORPORATION

0.00%

Shares34.3K

Event2026-03-31

Filed2026-04-15

KLAC

KLA CORP

1.86%

Shares3.7K

Event2026-03-31

Filed2026-04-15

MERCK & CO INC

-0.06%

Shares44.9K

Event2026-03-31

Filed2026-04-15