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The Analysis of Visionary Wealth Advisors's Holdings & P&L

Currently, Visionary Wealth Advisors holds 638 types of securities in its portfolio with a total value $2.3B. In the most recent quarter, they have increased their positions in FEGE (+309.6K shares, valued at $14.6M), BALT (+135.9K shares, valued at $4.5M), CSRE (+164.1K shares, valued at $4.3M); decreased their positions in JSCP (-89.8K shares, valued at $4.2M), QQQM (-15.4K shares, valued at $3.7M), PWR (-5.0K shares, valued at $2.8M); initiated new positions in FEGE (+309.6K shares, valued at $14.6M), RAAX (+100.1K shares, valued at $4.1M), BUFY (+59.0K shares, valued at $1.3M).

1M P&L

+13.4M+0.60%

3M P&L

-87.0M-3.71%

HY P&L

+28.7M+1.29%

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/A1.3B

63.3%

2Consumer Electronics108.3M

5.2%

3Software - Infrastructure62.7M

3.0%

Top Industries by Stock Count

1N/A372 stocks

65.7%

2Software - Application11 stocks

1.9%

3Semiconductors10 stocks

1.8%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC401.2K shares0.69%2026-03-312026-05-13

IVV ISHARES TR105.3K shares1.88%2026-03-312026-05-13

PWR QUANTA SVCS INC96.7K shares-4.95%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR1.8M shares4.05%2026-03-312026-05-13

SCHF SCHWAB STRATEGIC TR1.9M shares2.49%2026-03-312026-05-13

MSFT MICROSOFT CORP116.8K shares4.60%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR1.4M shares2.64%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR470.1K shares-0.19%2026-03-312026-05-13

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AGG ISHARES TR369.6K shares4.16%2026-03-312026-05-13

PYLD PIMCO ETF TR1.2M shares5.38%2026-03-312026-05-13

BND VANGUARD BD INDEX FDS400.7K shares6.06%2026-03-312026-05-13

CSCO CISCO SYS INC332.9K shares0.07%2026-03-312026-05-13

JPIE J P MORGAN EXCHANGE TRADED F507.1K shares-9.68%2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR275.2K shares-0.26%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS38.6K shares6.93%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR786.6K shares8.64%2026-03-312026-05-13

Sponsored

JNJ JOHNSON & JOHNSON89.7K shares-5.77%2026-03-312026-05-13

DFAT DIMENSIONAL ETF TRUST346.6K shares2.09%2026-03-312026-05-13

IWF ISHARES TR50.7K shares-0.33%2026-03-312026-05-13

VTV VANGUARD INDEX FDS107.5K shares0.92%2026-03-312026-05-13

WMT WALMART INC168.5K shares-2.78%2026-03-312026-05-13

DFAC DIMENSIONAL ETF TRUST532.2K shares0.45%2026-03-312026-05-13

MOAT VANECK ETF TRUST205.6K shares-2.99%2026-03-312026-05-13

PG PROCTER & GAMBLE CO134.4K shares0.96%2026-03-312026-05-13

Sponsored

NVDA NVIDIA CORPORATION109.7K shares1.49%2026-03-312026-05-13

VO VANGUARD INDEX FDS65.9K shares0.13%2026-03-312026-05-13

HD HOME DEPOT INC57.0K shares3.51%2026-03-312026-05-13

AMZN AMAZON COM INC89.0K shares3.67%2026-03-312026-05-13

XOM EXXON MOBIL CORP107.5K shares-6.59%2026-03-312026-05-13

MINT PIMCO ETF TR175.9K shares-3.36%2026-03-312026-05-13

ORLY OREILLY AUTOMOTIVE INC189.3K shares-0.61%2026-03-312026-05-13

BALT INNOVATOR ETFS TRUST508.6K shares36.48%2026-03-312026-05-13

Sponsored

BROADCOM INC BROADCOM INC54.5K shares0.85%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS77.4K shares2.19%2026-03-312026-05-13

CVX CHEVRON CORPORATION79.3K shares-0.50%2026-03-312026-05-13

UCON FIRST TR EXCHNG TRADED FD VI661.4K shares-2.11%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO54.3K shares-1.68%2026-03-312026-05-13

CGDV CAPITAL GROUP DIVIDEND VALUE365.0K shares9.65%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.5K shares-2.96%2026-03-312026-05-13

FEGE RBB FUND TRUST309.6K sharesnew addition2026-03-312026-05-13

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KMI KINDER MORGAN INC DEL432.2K shares-0.94%2026-03-312026-05-13

EMR EMERSON ELEC CO107.6K shares6.44%2026-03-312026-05-13

DFIV DIMENSIONAL ETF TRUST251.6K shares25.51%2026-03-312026-05-13

PSX PHILLIPS 6669.8K shares-4.74%2026-03-312026-05-13

CGCB CAPITAL GRP FIXED INCM ETF T476.0K shares4.95%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR93.8K shares-17.01%2026-03-312026-05-13

ABBV ABBVIE INC57.3K shares2.23%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP18.9K shares-9.26%2026-03-312026-05-13

Sponsored

VZ VERIZON COMMUNICATIONS INC226.5K shares0.61%2026-03-312026-05-13

VUG VANGUARD INDEX FDS25.4K shares2.85%2026-03-312026-05-13

DIVO AMPLIFY ETF TR246.9K shares4.59%2026-03-312026-05-13

MO ALTRIA GROUP INC166.7K shares1.34%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP90.2K shares-1.42%2026-03-312026-05-13

HELO J P MORGAN EXCHANGE TRADED F162.2K shares-13.22%2026-03-312026-05-13

NSSC NAPCO SEC TECHNOLOGIES INC262.4K shares-0.02%2026-03-312026-05-13

SO SOUTHERN CO106.9K shares5.93%2026-03-312026-05-13

Sponsored

NEE NEXTERA ENERGY INC110.1K shares-3.62%2026-03-312026-05-13

AMGN AMGEN INC28.5K shares-4.90%2026-03-312026-05-13

PEP PEPSICO INC63.5K shares1.89%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW75.0K shares5.11%2026-03-312026-05-13

QCOM QUALCOMM INC76.3K shares18.74%2026-03-312026-05-13

SCHE SCHWAB STRATEGIC TR297.4K shares6.87%2026-03-312026-05-13

META META PLATFORMS INC17.0K shares1.73%2026-03-312026-05-13

IWD ISHARES TR45.5K shares-1.78%2026-03-312026-05-13

Sponsored

SCHM SCHWAB STRATEGIC TR313.4K shares0.84%2026-03-312026-05-13

GSK PLC GSK PLC175.6K shares-16.07%2026-03-312026-05-13

TSLA TESLA INC25.9K shares0.00%2026-03-312026-05-13

JAAA JANUS DETROIT STR TR189.9K shares-8.32%2026-03-312026-05-13

AVLC AMERICAN CENTY ETF TR121.3K shares-4.49%2026-03-312026-05-13

VB VANGUARD INDEX FDS35.8K shares-0.47%2026-03-312026-05-13

RTX RTX CORPORATION48.5K shares-12.09%2026-03-312026-05-13

DFUV DIMENSIONAL ETF TRUST191.7K shares0.78%2026-03-312026-05-13

Sponsored

DBND DOUBLELINE ETF TRUST202.1K shares5.81%2026-03-312026-05-13

PVAL PUTNAM ETF TRUST195.9K shares0.90%2026-03-312026-05-13

JEPI J P MORGAN EXCHANGE TRADED F159.2K shares-17.37%2026-03-312026-05-13

ALPHABET INC ALPHABET INC30.0K shares0.61%2026-03-312026-05-13

LDUR PIMCO ETF TR89.4K shares30.62%2026-03-312026-05-13

SCHV SCHWAB STRATEGIC TR277.3K shares-0.87%2026-03-312026-05-13

ADP AUTOMATIC DATA PROCESSING IN40.8K shares44.61%2026-03-312026-05-13

SDVY FIRST TR EXCHANGE TRADED FD199.7K shares2.84%2026-03-312026-05-13

Sponsored

KO COCA COLA CO100.9K shares-0.58%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR246.1K shares1.86%2026-03-312026-05-13

JCPB J P MORGAN EXCHANGE TRADED F157.9K shares-13.85%2026-03-312026-05-13

BFRZ INNOVATOR ETFS TRUST280.6K shares103.46%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II30.5K shares-33.48%2026-03-312026-05-13

ULBI ULTRALIFE CORP1.1M shares1.46%2026-03-312026-05-13

BOND PIMCO ETF TR77.8K shares6.76%2026-03-312026-05-13

AVUV AMERICAN CENTY ETF TR62.8K shares12.72%2026-03-312026-05-13

Sponsored

CGMU CAPITAL GRP FIXED INCM ETF T254.2K shares21.19%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS136.4K shares16.09%2026-03-312026-05-13

CSPI CSP INC784.8K shares2.60%2026-03-312026-05-13

DFAX DIMENSIONAL ETF TRUST191.2K shares0.75%2026-03-312026-05-13

AEM AGNICO EAGLE MINES LTD31.5K shares-0.91%2026-03-312026-05-13

VIOO VANGUARD ADMIRAL FDS INC55.3K shares7.19%2026-03-312026-05-13

IEFA ISHARES TR68.6K shares10.24%2026-03-312026-05-13

MUB ISHARES TR58.5K shares4.03%2026-03-312026-05-13

Sponsored

DBEF DBX ETF TR123.1K shares-1.48%2026-03-312026-05-13

FBND FIDELITY MERRIMACK STR TR133.1K shares3.49%2026-03-312026-05-13

ALPHABET INC ALPHABET INC21.1K shares-1.29%2026-03-312026-05-13

DGRO ISHARES TR86.2K shares0.91%2026-03-312026-05-13

DFAS DIMENSIONAL ETF TRUST84.9K shares-14.08%2026-03-312026-05-13

SFLR INNOVATOR ETFS TRUST160.1K shares7.06%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T8.7K shares13.76%2026-03-312026-05-13

DYNF BLACKROCK ETF TRUST96.5K shares-0.27%2026-03-312026-05-13

Sponsored

TOTL SSGA ACTIVE ETF TR140.8K shares6.86%2026-03-312026-05-13

IGF ISHARES TR79.6K shares2.86%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR9.1K shares5.73%2026-03-312026-05-13

JGRO J P MORGAN EXCHANGE TRADED F61.7K shares-4.03%2026-03-312026-05-13

SYLD CAMBRIA ETF TR68.7K shares24.68%2026-03-312026-05-13

EFA ISHARES TR53.3K shares0.75%2026-03-312026-05-13

CSRE COHEN & STEERS ETF TRUST191.0K shares610.96%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS78.0K shares10.31%2026-03-312026-05-13

Sponsored

URI UNITED RENTALS INC6.8K shares-0.06%2026-03-312026-05-13

VPU VANGUARD WORLD FD24.6K shares-0.22%2026-03-312026-05-13

PAR PAR TECHNOLOGY CORP360.1K shares2.92%2026-03-312026-05-13

DISV DIMENSIONAL ETF TRUST121.6K shares5.19%2026-03-312026-05-13

XLE SELECT SECTOR SPDR TR78.0K shares68.92%2026-03-312026-05-13

KYN KAYNE ANDERSON ENERGY INFRST332.2K shares-2.38%2026-03-312026-05-13

GLD SPDR GOLD TR11.0K shares-13.43%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS102.3K shares-4.64%2026-03-312026-05-13

Sponsored

TMFC RBB FD INC70.7K shares5.59%2026-03-312026-05-13

USRT ISHARES TR77.8K shares2.69%2026-03-312026-05-13

QDVO AMPLIFY ETF TR170.0K shares50.35%2026-03-312026-05-13

LLY ELI LILLY & CO4.9K shares-0.83%2026-03-312026-05-13

PFE PFIZER INC159.8K shares7.46%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS56.4K shares9.44%2026-03-312026-05-13

JGLO J P MORGAN EXCHANGE TRADED F68.3K shares-1.05%2026-03-312026-05-13

IWB ISHARES TR12.4K shares-1.59%2026-03-312026-05-13

Sponsored

DFEM DIMENSIONAL ETF TRUST125.8K shares3.02%2026-03-312026-05-13

GRNY TIDAL TRUST I180.7K shares20.24%2026-03-312026-05-13

JMUB J P MORGAN EXCHANGE TRADED F86.3K shares-1.77%2026-03-312026-05-13

SPYV SPDR SERIES TRUST73.8K shares9.43%2026-03-312026-05-13

BITB BITWISE BITCOIN ETF TR111.5K shares-0.73%2026-03-312026-05-13

RAAX VANECK ETF TRUST100.1K sharesnew addition2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC33.8K shares3.37%2026-03-312026-05-13

VOE VANGUARD INDEX FDS21.5K shares4.39%2026-03-312026-05-13

Sponsored

IBIT ISHARES BITCOIN TRUST ETF102.6K shares-14.23%2026-03-312026-05-13

SMCO TIDAL TRUST II140.0K shares1.84%2026-03-312026-05-13

IJR ISHARES TR30.3K shares5.45%2026-03-312026-05-13

SJNK SPDR SERIES TRUST149.4K shares3.22%2026-03-312026-05-13

AEIS ADVANCED ENERGY INDS11.5K shares0.16%2026-03-312026-05-13

STRV EA SERIES TRUST88.2K shares-0.26%2026-03-312026-05-13

SPMB SPDR SERIES TRUST163.6K shares2.73%2026-03-312026-05-13

DIVI FRANKLIN TEMPLETON ETF TR91.6K shares3.60%2026-03-312026-05-13

Sponsored

VHT VANGUARD WORLD FD13.3K shares88.46%2026-03-312026-05-13

TXRH TEXAS ROADHOUSE INC21.8K shares95.10%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC24.4K shares22.44%2026-03-312026-05-13

ROL ROLLINS INC65.5K shares16.16%2026-03-312026-05-13

TAXF AMERICAN CENTY ETF TR69.6K shares-0.24%2026-03-312026-05-13

FTEC FIDELITY COVINGTON TRUST16.5K shares-3.35%2026-03-312026-05-13

SPYG SPDR SERIES TRUST34.8K shares2.72%2026-03-312026-05-13

V VISA INC11.0K shares8.82%2026-03-312026-05-13

Sponsored

IWY ISHARES TR13.2K shares0.17%2026-03-312026-05-13

IDVO AMPLIFY ETF TR80.7K shares10.51%2026-03-312026-05-13

ET ENERGY TRANSFER L P167.3K shares-0.49%2026-03-312026-05-13

MINO PIMCO ETF TR70.2K shares1.49%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC9.4K shares-2.37%2026-03-312026-05-13

BUFF INNOVATOR ETFS TRUST63.5K shares-26.75%2026-03-312026-05-13

IWN ISHARES TR16.5K shares-0.64%2026-03-312026-05-13

VTI VANGUARD INDEX FDS9.6K shares-0.30%2026-03-312026-05-13

Sponsored

XLF SELECT SECTOR SPDR TR60.6K shares-7.44%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION3.0K shares0.30%2026-03-312026-05-13

MLPX GLOBAL X FDS40.3K shares-0.81%2026-03-312026-05-13

VBK VANGUARD INDEX FDS9.8K shares17.64%2026-03-312026-05-13

IEI ISHARES TR24.2K shares4.64%2026-03-312026-05-13

IWM ISHARES TR11.2K shares12.15%2026-03-312026-05-13

PRFD PIMCO ETF TR54.3K shares-41.73%2026-03-312026-05-13

GSSC GOLDMAN SACHS ETF TR36.6K shares1.51%2026-03-312026-05-13

Sponsored

SVOL SIMPLIFY EXCHANGE TRADED FUN177.7K shares-5.33%2026-03-312026-05-13

TXN TEXAS INSTRS INC14.0K shares19.41%2026-03-312026-05-13

USMV ISHARES TR28.6K shares-1.49%2026-03-312026-05-13

VOT VANGUARD INDEX FDS10.3K shares9.61%2026-03-312026-05-13

JEPQ J P MORGAN EXCHANGE TRADED F47.4K shares-37.51%2026-03-312026-05-13

MA MASTERCARD INCORPORATED5.2K shares-3.02%2026-03-312026-05-13

SDY SPDR SERIES TRUST17.6K shares-0.42%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC12.6K shares7.71%2026-03-312026-05-13

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T33.7K shares11.21%2026-03-312026-05-13

BUFZ FIRST TR EXCHNG TRADED FD VI95.5K shares-3.83%2026-03-312026-05-13

UPS UNITED PARCEL SVCS INC25.4K shares179.57%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC8.8K shares-2.29%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L63.1K shares-0.62%2026-03-312026-05-13

AVMU AMERICAN CENTY ETF TR51.8K shares5.90%2026-03-312026-05-13

BA BOEING CO11.8K shares5.16%2026-03-312026-05-13

MUNI PIMCO ETF TR44.3K shares3.54%2026-03-312026-05-13

Sponsored

AOR ISHARES TR35.5K shares3.90%2026-03-312026-05-13

SCHK SCHWAB STRATEGIC TR72.5K shares129.51%2026-03-312026-05-13

CAT CATERPILLAR INC3.2K shares-0.60%2026-03-312026-05-13

IWO ISHARES TR7.0K shares0.62%2026-03-312026-05-13

VGT VANGUARD WORLD FD3.1K shares66.77%2026-03-312026-05-13

BAC BANK AMERICA CORP44.6K shares0.41%2026-03-312026-05-13

CGGR CAPITAL GROUP GROWTH ETF52.2K shares2.22%2026-03-312026-05-13

REGL PROSHARES TR23.8K shares-22.92%2026-03-312026-05-13

Sponsored

MCD MCDONALDS CORP6.6K shares-2.65%2026-03-312026-05-13

AZO AUTOZONE INC605 shares0.00%2026-03-312026-05-13

IMCG ISHARES TR25.7K shares-0.18%2026-03-312026-05-13

GLDM WORLD GOLD TR21.7K shares-15.69%2026-03-312026-05-13

EFG ISHARES TR17.7K shares-0.19%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.3K shares0.14%2026-03-312026-05-13

FPEI FIRST TR EXCH TRADED FD III103.5K shares6.94%2026-03-312026-05-13

CALF PACER FDS TR42.5K shares2.47%2026-03-312026-05-13

Sponsored

ORCL ORACLE CORP12.6K shares-0.17%2026-03-312026-05-13

AOA ISHARES TR20.6K shares-2.84%2026-03-312026-05-13

CEFS EXCHANGE LISTED FDS TR80.3K shares8.93%2026-03-312026-05-13

VEU VANGUARD INTL EQUITY INDEX F24.0K shares1.09%2026-03-312026-05-13

XLI SELECT SECTOR SPDR TR11.1K shares568.43%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD11.0K shares42.87%2026-03-312026-05-13

IYW ISHARES TR9.9K shares-1.20%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TRUST ETF33.9K shares-7.90%2026-03-312026-05-13

Sponsored

PSEP INNOVATOR ETFS TRUST41.5K shares-8.68%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC5.1K shares1.38%2026-03-312026-05-13

PAAA PGIM ETF TR33.5K shares5.72%2026-03-312026-05-13

EFSC ENTERPRISE FINL SVCS CORP31.0K shares-19.48%2026-03-312026-05-13

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO31.6K shares-11.77%2026-03-312026-05-13

NUKZ EXCHANGE TRADED CONCEPTS TRU25.3K shares6.21%2026-03-312026-05-13

EVLN MORGAN STANLEY ETF TRUST34.4K shares8.12%2026-03-312026-05-13

URA GLOBAL X FDS34.1K shares0.29%2026-03-312026-05-13

Sponsored

SPGP INVESCO EXCHANGE TRADED FD T15.3K shares0.22%2026-03-312026-05-13

JSCP J P MORGAN EXCHANGE TRADED F34.0K shares-72.55%2026-03-312026-05-13

ACWV ISHARES INC13.1K shares-1.10%2026-03-312026-05-13

VTIP VANGUARD MALVERN FDS30.9K shares-14.21%2026-03-312026-05-13

PFEB INNOVATOR ETFS TRUST38.3K shares-12.52%2026-03-312026-05-13

HON HONEYWELL INTL INC6.8K shares0.97%2026-03-312026-05-13

TLH ISHARES TR14.8K shares1.86%2026-03-312026-05-13

CTAS CINTAS CORP8.8K shares0.14%2026-03-312026-05-13

Sponsored

ITOT ISHARES TR10.2K shares-2.96%2026-03-312026-05-13

NFLX NETFLIX INC.14.6K shares8.61%2026-03-312026-05-13

THEMES ETF TR THEMES ETF TR14.1K shares101.59%2026-03-312026-05-13

T AT&T INC46.7K shares1.75%2026-03-312026-05-13

CHAT TIDAL TRUST II21.7K shares0.12%2026-03-312026-05-13

DTCR GLOBAL X FDS55.5K shares-41.47%2026-03-312026-05-13

BUFY FIRST TR EXCHNG TRADED FD VI59.0K sharesnew addition2026-03-312026-05-13

HYBB ISHARES TR28.4K shares-0.64%2026-03-312026-05-13

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IOO ISHARES TR10.8K shares3.74%2026-03-312026-05-13

XMHQ INVESCO EXCHANGE TRADED FD T12.6K shares-11.16%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC7.9K shares-0.89%2026-03-312026-05-13

WTPI WISDOMTREE TR40.6K shares8.51%2026-03-312026-05-13

EALT INNOVATOR ETFS TRUST38.5K shares107.18%2026-03-312026-05-13

SIL GLOBAL X FDS14.3K shares13.78%2026-03-312026-05-13

XMMO INVESCO EXCHANGE TRADED FD T8.8K shares-44.28%2026-03-312026-05-13

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FRDM EA SERIES TRUST23.4K shares174.64%2026-03-312026-05-13

VFVA VANGUARD WELLINGTON FD9.3K shares-1.87%2026-03-312026-05-13

MSTR STRATEGY INC10.0K shares0.03%2026-03-312026-05-13

GDX VANECK ETF TRUST13.5K shares27.23%2026-03-312026-05-13

AEE AMEREN CORP11.2K shares0.17%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS8.3K shares9.19%2026-03-312026-05-13

FSMD FIDELITY COVINGTON TRUST27.1K shares-21.14%2026-03-312026-05-13

IWV ISHARES TR3.2K shares0.22%2026-03-312026-05-13

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HODL VANECK BITCOIN ETF60.7K shares30.34%2026-03-312026-05-13

FMBH FIRST MID BANCSHARES INC28.1K shares0.00%2026-03-312026-05-13

QUAL ISHARES TR6.0K shares-1.20%2026-03-312026-05-13

ETH GRAYSCALE ETHEREUM STAKING57.7K shares7.46%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS12.9K shares-0.54%2026-03-312026-05-13

DFIC DIMENSIONAL ETF TRUST32.1K shares2.76%2026-03-312026-05-13

UNP UNION PAC CORP4.7K shares-0.09%2026-03-312026-05-13

IEMG ISHARES INC16.2K shares8.00%2026-03-312026-05-13

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AVIG AMERICAN CENTY ETF TR27.0K shares124.38%2026-03-312026-05-13

AOK ISHARES TR28.1K shares-41.97%2026-03-312026-05-13

YMAR FIRST TR EXCHNG TRADED FD VI40.8K shares-8.86%2026-03-312026-05-13

MS MORGAN STANLEY6.8K shares-8.12%2026-03-312026-05-13

AMERICAN CENTY ETF TR AMERICAN CENTY ETF TR28.1K sharesnew addition2026-03-312026-05-13

MGV VANGUARD WORLD FD7.6K shares3.16%2026-03-312026-05-13

BUFB INNOVATOR ETFS TRUST30.7K shares-10.52%2026-03-312026-05-13

PMAY INNOVATOR ETFS TRUST27.6K shares-31.62%2026-03-312026-05-13

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SLYG SPDR SERIES TRUST11.3K shares12.63%2026-03-312026-05-13

VBR VANGUARD INDEX FDS5.0K shares2.44%2026-03-312026-05-13

ALL ALLSTATE CORP5.2K shares4.71%2026-03-312026-05-13

IQLT ISHARES TR23.2K shares2.43%2026-03-312026-05-13

CRM SALESFORCE INC5.7K shares0.21%2026-03-312026-05-13

DE DEERE & CO1.9K shares-3.80%2026-03-312026-05-13

MELI MERCADOLIBRE INC606 shares3.77%2026-03-312026-05-13

HACK AMPLIFY ETF TR14.0K shares-28.60%2026-03-312026-05-13

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IBTM ISHARES TR45.7K shares1.91%2026-03-312026-05-13

SETM SPROTT FDS TR31.6K sharesnew addition2026-03-312026-05-13

SPYM SPDR SERIES TRUST13.6K sharesnew addition2026-03-312026-05-13

AMAT APPLIED MATLS INC3.0K shares14.54%2026-03-312026-05-13

XLU SELECT SECTOR SPDR TR22.6K shares-0.77%2026-03-312026-05-13

AAAU GOLDMAN SACHS PHYSICAL GOLD22.4K shares-3.21%2026-03-312026-05-13

CGUS CAPITAL GROUP CORE EQUITY ET26.8K shares7.20%2026-03-312026-05-13

IDEV ISHARES TR12.3K shares5.72%2026-03-312026-05-13

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IP INTERNATIONAL PAPER CO28.7K shares19.17%2026-03-312026-05-13

DRLL EA SERIES TRUST25.9K shares-11.91%2026-03-312026-05-13

DIA STATE STR SPDR DOW JONES IND2.2K shares0.50%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC9.0K shares3.16%2026-03-312026-05-13

CGBL CAPITAL GROUP CORE BALANCED29.4K shares17.51%2026-03-312026-05-13

QMOM EA SERIES TRUST14.8K shares10.15%2026-03-312026-05-13

VIS VANGUARD WORLD FD3.2K shares0.47%2026-03-312026-05-13

PWRD TCW ETF TRUST10.2K shares8.54%2026-03-312026-05-13

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FTCS FIRST TR EXCHANGE-TRADED FD10.7K shares-9.04%2026-03-312026-05-13

IFRA ISHARES TR17.3K shares9.69%2026-03-312026-05-13

VOOV VANGUARD ADMIRAL FDS INC4.8K sharesnew addition2026-03-312026-05-13

GS GOLDMAN SACHS GROUP INC1.2K shares-3.02%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC2.5K shares17.09%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD15.5K shares82.31%2026-03-312026-05-13

HYG ISHARES TR12.2K shares9.86%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC5.8K shares-6.96%2026-03-312026-05-13

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VOOG VANGUARD ADMIRAL FDS INC2.3K sharesnew addition2026-03-312026-05-13

IEUR ISHARES TR13.4K shares-4.49%2026-03-312026-05-13

GEV GE VERNOVA INC1.1K shares16.15%2026-03-312026-05-13

IWP ISHARES TR7.1K shares10.86%2026-03-312026-05-13

XME SPDR SERIES TRUST8.4K sharesnew addition2026-03-312026-05-13

IUSG ISHARES TR5.8K shares-1.96%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR6.1K shares9.07%2026-03-312026-05-13

CVS CVS HEALTH CORP12.4K shares-1.19%2026-03-312026-05-13

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WFC WELLS FARGO & CO11.2K shares-7.94%2026-03-312026-05-13

AIRR FIRST TR EXCHANGE TRADED FD7.9K shares15.02%2026-03-312026-05-13

XMLV INVESCO EXCH TRADED FD TR II13.8K shares-2.03%2026-03-312026-05-13

WMB WILLIAMS COS INC11.7K shares-6.27%2026-03-312026-05-13

DBMF LITMAN GREGORY FDS TR28.1K shares-0.73%2026-03-312026-05-13

NOW SERVICENOW INC8.0K shares5.73%2026-03-312026-05-13

EMLP FIRST TR EXCHANGE-TRADED FD19.2K shares3.88%2026-03-312026-05-13

USB US BANCORP15.9K shares4.84%2026-03-312026-05-13

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GAPR FIRST TR EXCHNG TRADED FD VI20.4K shares0.00%2026-03-312026-05-13

SIVR ABRDN SILVER ETF TRUST11.4K shares-1.21%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS3.4K shares-16.32%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F15.1K shares14.16%2026-03-312026-05-13

AVDV AMERICAN CENTY ETF TR8.0K shares-10.58%2026-03-312026-05-13

JBND J P MORGAN EXCHANGE TRADED F14.9K shares20.89%2026-03-312026-05-13

PDEC INNOVATOR ETFS TRUST18.8K shares-19.84%2026-03-312026-05-13

JIVE J P MORGAN EXCHANGE TRADED F9.2K shares9.27%2026-03-312026-05-13

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CGSM CAPITAL GRP FIXED INCM ETF T29.4K shares8.99%2026-03-312026-05-13

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC6.9K shares24.40%2026-03-312026-05-13

FGD FIRST TR EXCHANGE-TRADED FD24.1K sharesnew addition2026-03-312026-05-13

ISCG ISHARES TR13.9K shares1.56%2026-03-312026-05-13

JHMM JOHN HANCOCK EXCHANGE TRADED11.4K shares-0.80%2026-03-312026-05-13

VFLO VICTORY PORTFOLIOS II19.3K shares14.42%2026-03-312026-05-13

PAUG INNOVATOR ETFS TRUST17.8K shares-25.16%2026-03-312026-05-13

RDVY FIRST TR EXCHANGE TRADED FD11.1K shares5.80%2026-03-312026-05-13

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SPDR SERIES TRUST SPDR SERIES TRUST7.8K shares1.79%2026-03-312026-05-13

VKTX VIKING THERAPEUTICS INC22.8K shares10.44%2026-03-312026-05-13

XLC SELECT SECTOR SPDR TR6.6K shares27.19%2026-03-312026-05-13

MDYV SPDR SERIES TRUST8.5K shares9.98%2026-03-312026-05-13

DFAW DIMENSIONAL ETF TRUST9.8K shares3.34%2026-03-312026-05-13

INCM FRANKLIN TEMPLETON ETF TR24.9K shares4.42%2026-03-312026-05-13

EEM ISHARES TR12.5K shares5.84%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP2.6K shares4.77%2026-03-312026-05-13

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ISHARES GOLD TR ISHARES GOLD TR7.9K shares3.17%2026-03-312026-05-13

SLYV SPDR SERIES TRUST7.3K shares121.52%2026-03-312026-05-13

ACWX ISHARES TR10.0K shares67.52%2026-03-312026-05-13

SMH VANECK ETF TRUST1.8K shares-5.47%2026-03-312026-05-13

DFUS DIMENSIONAL ETF TRUST9.6K shares6.02%2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS6.2K shares0.00%2026-03-312026-05-13

ARISTA NETWORKS INC ARISTA NETWORKS INC5.5K shares11.02%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC1.9K shares3.49%2026-03-312026-05-13

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DDFS INNOVATOR ETFS TRUST31.4K shares-3.69%2026-03-312026-05-13

SHEN SHENANDOAH TELECOMMUNICATION42.4K shares74.52%2026-03-312026-05-13

OMAH TIDAL TRUST III36.1K shares148.88%2026-03-312026-05-13

VT VANGUARD INTL EQUITY INDEX F4.7K shares17.89%2026-03-312026-05-13

JNUG DIREXION SHARES ETF TRUST3.2K shares-10.65%2026-03-312026-05-13

KKR & CO INC KKR & CO INC6.9K shares0.45%2026-03-312026-05-13

FV FIRST TR EXCHANGE TRADED FD10.5K shares0.04%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO2.1K shares-5.79%2026-03-312026-05-13

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SPHY SPDR SERIES TRUST26.9K shares13.49%2026-03-312026-05-13

GSC GOLDMAN SACHS ETF TR11.4K shares-1.65%2026-03-312026-05-13

NVDY TIDAL TRUST II47.8K shares10.23%2026-03-312026-05-13

CGGO CAPITAL GROUP GBL GROWTH EQT18.3K shares12.57%2026-03-312026-05-13

EFV ISHARES TR8.2K shares-0.09%2026-03-312026-05-13

BE BLOOM ENERGY CORP4.5K shares-34.35%2026-03-312026-05-13

AOM ISHARES TR12.8K shares9.09%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC5.2K shares5.64%2026-03-312026-05-13

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EMF TEMPLETON EMERGING MKTS FD34.1K sharesnew addition2026-03-312026-05-13

AIQ GLOBAL X FDS12.7K shares3.79%2026-03-312026-05-13

IYF ISHARES TR5.0K shares0.00%2026-03-312026-05-13

BSVO EA SERIES TRUST23.1K shares0.00%2026-03-312026-05-13

NATO THEMES ETF TR15.2K shares185.80%2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST23.8K sharesnew addition2026-03-312026-05-13

HUBBELL INC HUBBELL INC1.2K shares-7.60%2026-03-312026-05-13

BLOK AMPLIFY ETF TR11.7K shares8.36%2026-03-312026-05-13

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OKE ONEOK INC NEW6.4K shares-2.52%2026-03-312026-05-13

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CELESTICA INC CELESTICA INC2.0K shares187.37%2026-03-312026-05-13

BIZD VANECK ETF TRUST44.0K shares37.70%2026-03-312026-05-13

GPIX GOLDMAN SACHS ETF TR11.3K shares3.47%2026-03-312026-05-13

DDTS INNOVATOR ETFS TRUST26.7K shares-0.56%2026-03-312026-05-13

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JPIB J P MORGAN EXCHANGE TRADED F11.7K shares8.95%2026-03-312026-05-13

IHAK ISHARES TR12.7K shares0.31%2026-03-312026-05-13

VIST VISTA ENERGY S.A.B. DE C.V.7.3K shares-18.89%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS5.8K shares-5.28%2026-03-312026-05-13

EFAA INVESCO ACTIVELY MANAGED EXC10.4K sharesnew addition2026-03-312026-05-13

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST28.7K shares0.00%2026-03-312026-05-13

PICK ISHARES INC9.6K sharesnew addition2026-03-312026-05-13

XSVM INVESCO EXCHANGE TRADED FD T9.0K shares0.00%2026-03-312026-05-13

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BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF12.2K shares7.32%2026-03-312026-05-13

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EOG EOG RES INC3.7K shares14.36%2026-03-312026-05-13

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MDYG SPDR SERIES TRUST5.5K shares-54.39%2026-03-312026-05-13

GFLW VICTORY PORTFOLIOS II20.0K shares24.47%2026-03-312026-05-13

SCHP SCHWAB STRATEGIC TR19.7K shares7.88%2026-03-312026-05-13

UTG REAVES UTIL INCOME FD13.3K shares6.96%2026-03-312026-05-13

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TDIV FIRST TR EXCHANGE TRADED FD5.5K shares0.00%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO2.0K shares-2.67%2026-03-312026-05-13

WELL WELLTOWER INC2.6K shares0.00%2026-03-312026-05-13

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PANW PALO ALTO NETWORKS INC3.1K shares0.22%2026-03-312026-05-13

O REALTY INCOME CORP8.2K shares19.06%2026-03-312026-05-13

HGER HARBOR ETF TRUST16.1K shares-77.28%2026-03-312026-05-13

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VST VISTRA CORP3.2K shares0.31%2026-03-312026-05-13

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BOTZ GLOBAL X FDS14.5K shares8.65%2026-03-312026-05-13

ZBRA ZEBRA TECHNOLOGIES CORPORATI2.3K sharesnew addition2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP7.4K shares-19.32%2026-03-312026-05-13

QYLD GLOBAL X FDS27.8K shares13.01%2026-03-312026-05-13

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IBTO ISHARES TR19.3K shares-0.17%2026-03-312026-05-13

ESGU ISHARES TR3.3K shares-12.52%2026-03-312026-05-13

ZWS ZURN ELKAY WATER SOLNS CORP10.5K shares-18.72%2026-03-312026-05-13

RJF RAYMOND JAMES FINL INC3.2K shares-2.42%2026-03-312026-05-13

GSL GLOBAL SHIP LEASE INC12.5K shares-6.60%2026-03-312026-05-13

COP CONOCOPHILLIPS3.5K shares1.27%2026-03-312026-05-13

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CMBS ISHARES TR9.5K shares-0.19%2026-03-312026-05-13

IVE ISHARES TR2.2K shares-4.08%2026-03-312026-05-13

YJUN FIRST TR EXCHNG TRADED FD VI17.9K shares0.00%2026-03-312026-05-13

FEOE RBB FUND TRUST9.1K shares-58.38%2026-03-312026-05-13

RF REGIONS FINANCIAL CORP NEW17.4K shares-2.66%2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS7.3K shares-7.88%2026-03-312026-05-13

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ROST ROSS STORES INC2.1K shares0.84%2026-03-312026-05-13

COPX GLOBAL X FDS5.8K shares20.15%2026-03-312026-05-13

FNDF SCHWAB STRATEGIC TR8.9K sharesnew addition2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC6.0K shares-10.35%2026-03-312026-05-13

TNGY TORTOISE CAPITAL SERIES TRUS41.3K shares-13.52%2026-03-312026-05-13

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M MACYS INC23.8K shares18.75%2026-03-312026-05-13

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TMAT NORTHERN LTS FD TR IV18.5K shares4.55%2026-03-312026-05-13

APP APPLOVIN CORP1.1K shares49.44%2026-03-312026-05-13

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SLV ISHARES SILVER TR6.3K shares-8.06%2026-03-312026-05-13

XLRE SELECT SECTOR SPDR TR10.5K shares-15.18%2026-03-312026-05-13

FDX FEDEX CORP1.2K shares-5.08%2026-03-312026-05-13

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CRWV COREWEAVE INC5.4K shares53.57%2026-03-312026-05-13

BFEB INNOVATOR ETFS TRUST8.8K shares-1.13%2026-03-312026-05-13

GOOY TIDAL TRUST II32.8K shares6.56%2026-03-312026-05-13

COEUR MNG INC COEUR MNG INC22.1K shares-9.14%2026-03-312026-05-13

AMZY TIDAL TRUST II37.3K shares9.36%2026-03-312026-05-13

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GII SPDR INDEX SHS FDS5.3K shares-86.12%2026-03-312026-05-13

ADBE ADOBE INC1.6K shares3.59%2026-03-312026-05-13

WRB BERKLEY W R CORP6.0K shares0.00%2026-03-312026-05-13

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MCK MCKESSON CORP456 shares-3.39%2026-03-312026-05-13

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EFAV ISHARES TR4.2K shares0.81%2026-03-312026-05-13

NOCT INNOVATOR ETFS TRUST6.9K shares0.00%2026-03-312026-05-13

DGRW WISDOMTREE TR4.4K shares-3.31%2026-03-312026-05-13

CB CHUBB LTD SWITZ1.2K shares30.63%2026-03-312026-05-13

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INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST20.0K sharesnew addition2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.3K shares-3.08%2026-03-312026-05-13

BUFQ FIRST TR EXCHNG TRADED FD VI10.6K shares5.58%2026-03-312026-05-13

IONQ IONQ INC12.8K shares3.93%2026-03-312026-05-13

MPC MARATHON PETE CORP1.5K shares-8.34%2026-03-312026-05-13

Sponsored

XPO XPO INC1.9K shares-32.01%2026-03-312026-05-13

IYH ISHARES TR5.9K shares0.00%2026-03-312026-05-13

JAVA J P MORGAN EXCHANGE TRADED F5.1K shares0.00%2026-03-312026-05-13

FBY TIDAL TRUST II36.0K shares7.65%2026-03-312026-05-13

BAR GRANITESHARES GOLD TR7.9K shares0.00%2026-03-312026-05-13

TIDAL TRUST II TIDAL TRUST II31.4K shares4.14%2026-03-312026-05-13

PAVE GLOBAL X FDS7.1K shares-22.25%2026-03-312026-05-13

LAM RESEARCH CORP LAM RESEARCH CORP1.7K shares-9.48%2026-03-312026-05-13

Sponsored

BIL SPDR SERIES TRUST3.9K shares-20.69%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR3.2K shares0.00%2026-03-312026-05-13

IBTG ISHARES TR15.4K shares-0.17%2026-03-312026-05-13

OBDC BLUE OWL CAPITAL CORPORATION31.8K shares-0.45%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS5.9K shares18.52%2026-03-312026-05-13

AVEM AMERICAN CENTY ETF TR4.3K sharesnew addition2026-03-312026-05-13

FLMI FRANKLIN TEMPLETON ETF TR14.1K shares-7.44%2026-03-312026-05-13

MAR MARRIOTT INTL INC NEW1.1K shares-4.76%2026-03-312026-05-13

Sponsored

FSK FS KKR CAP CORP33.8K shares-2.81%2026-03-312026-05-13

BIP BROOKFIELD INFRASTRUCTURE PA9.5K shares-3.06%2026-03-312026-05-13

CRDO CREDO TECHNOLOGY GROUP HOLDI3.7K shares28.08%2026-03-312026-05-13

IBTH ISHARES TR15.3K shares-0.18%2026-03-312026-05-13

BP BP PLC7.3K shares-12.68%2026-03-312026-05-13

CSNR COHEN & STEERS ETF TRUST9.1K sharesnew addition2026-03-312026-05-13

ORI OLD REP INTL CORP8.6K shares-0.35%2026-03-312026-05-13

MOD MODINE MFG CO1.6K shares-6.99%2026-03-312026-05-13

Sponsored

FCX FREEPORT MCMORAN INC5.8K shares-10.79%2026-03-312026-05-13

AVB AVALONBAY CMNTYS INC2.1K shares-0.95%2026-03-312026-05-13

KAPR INNOVATOR ETFS TRUST9.3K shares-0.27%2026-03-312026-05-13

NJAN INNOVATOR ETFS TRUST6.3K shares0.00%2026-03-312026-05-13

AAPL

APPLE INC

0.69%

Shares401.2K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

1.88%

Shares105.3K

Event2026-03-31

Filed2026-05-13

PWR

QUANTA SVCS INC

-4.95%

Shares96.7K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

4.05%

Shares1.8M

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

2.49%

Shares1.9M

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

4.60%

Shares116.8K

Event2026-03-31

Filed2026-05-13

SCHG

SCHWAB STRATEGIC TR

2.64%

Shares1.4M

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

-0.19%

Shares470.1K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

4.16%

Shares369.6K

Event2026-03-31

Filed2026-05-13

PYLD

PIMCO ETF TR

5.38%

Shares1.2M

Event2026-03-31

Filed2026-05-13

BND

VANGUARD BD INDEX FDS

6.06%

Shares400.7K

Event2026-03-31

Filed2026-05-13

CSCO

CISCO SYS INC

0.07%

Shares332.9K

Event2026-03-31

Filed2026-05-13

JPIE

J P MORGAN EXCHANGE TRADED F

-9.68%

Shares507.1K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

-0.26%

Shares275.2K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

6.93%

Shares38.6K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

8.64%

Shares786.6K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-5.77%

Shares89.7K

Event2026-03-31

Filed2026-05-13

DFAT

DIMENSIONAL ETF TRUST

2.09%

Shares346.6K

Event2026-03-31

Filed2026-05-13

IWF

ISHARES TR

-0.33%

Shares50.7K

Event2026-03-31

Filed2026-05-13

VTV

VANGUARD INDEX FDS

0.92%

Shares107.5K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-2.78%

Shares168.5K

Event2026-03-31

Filed2026-05-13

DFAC

DIMENSIONAL ETF TRUST

0.45%

Shares532.2K

Event2026-03-31

Filed2026-05-13

MOAT

VANECK ETF TRUST

-2.99%

Shares205.6K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

0.96%

Shares134.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

1.49%

Shares109.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.13%

Shares65.9K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

3.51%

Shares57.0K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

3.67%

Shares89.0K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-6.59%

Shares107.5K

Event2026-03-31

Filed2026-05-13

MINT

PIMCO ETF TR

-3.36%

Shares175.9K

Event2026-03-31

Filed2026-05-13

ORLY

OREILLY AUTOMOTIVE INC

-0.61%

Shares189.3K

Event2026-03-31

Filed2026-05-13

BALT

INNOVATOR ETFS TRUST

36.48%

Shares508.6K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

0.85%

Shares54.5K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

2.19%

Shares77.4K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.50%

Shares79.3K

Event2026-03-31

Filed2026-05-13

UCON

FIRST TR EXCHNG TRADED FD VI

-2.11%

Shares661.4K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-1.68%

Shares54.3K

Event2026-03-31

Filed2026-05-13

CGDV

CAPITAL GROUP DIVIDEND VALUE

9.65%

Shares365.0K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-2.96%

Shares31.5K

Event2026-03-31

Filed2026-05-13

FEGE

RBB FUND TRUST

New

Shares309.6K

Event2026-03-31

Filed2026-05-13

KMI

KINDER MORGAN INC DEL

-0.94%

Shares432.2K

Event2026-03-31

Filed2026-05-13

EMR

EMERSON ELEC CO

6.44%

Shares107.6K

Event2026-03-31

Filed2026-05-13

DFIV

DIMENSIONAL ETF TRUST

25.51%

Shares251.6K

Event2026-03-31

Filed2026-05-13

PSX

PHILLIPS 66

-4.74%

Shares69.8K

Event2026-03-31

Filed2026-05-13

CGCB

CAPITAL GRP FIXED INCM ETF T

4.95%

Shares476.0K

Event2026-03-31

Filed2026-05-13

XLK

SELECT SECTOR SPDR TR

-17.01%

Shares93.8K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

2.23%

Shares57.3K

Event2026-03-31

Filed2026-05-13

LMT

LOCKHEED MARTIN CORP

-9.26%

Shares18.9K

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

0.61%

Shares226.5K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

2.85%

Shares25.4K

Event2026-03-31

Filed2026-05-13

DIVO

AMPLIFY ETF TR

4.59%

Shares246.9K

Event2026-03-31

Filed2026-05-13

ALTRIA GROUP INC

1.34%

Shares166.7K

Event2026-03-31

Filed2026-05-13

BANK NEW YORK MELLON CORP

-1.42%

Shares90.2K

Event2026-03-31

Filed2026-05-13

HELO

J P MORGAN EXCHANGE TRADED F

-13.22%

Shares162.2K

Event2026-03-31

Filed2026-05-13

NSSC

NAPCO SEC TECHNOLOGIES INC

-0.02%

Shares262.4K

Event2026-03-31

Filed2026-05-13

SOUTHERN CO

5.93%

Shares106.9K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-3.62%

Shares110.1K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-4.90%

Shares28.5K

Event2026-03-31

Filed2026-05-13

PEP

PEPSICO INC

1.89%

Shares63.5K

Event2026-03-31

Filed2026-05-13

DUKE ENERGY CORP NEW

5.11%

Shares75.0K

Event2026-03-31

Filed2026-05-13

QCOM

QUALCOMM INC

18.74%

Shares76.3K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

6.87%

Shares297.4K

Event2026-03-31

Filed2026-05-13