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The Analysis of Walkner Condon Financial Advisors LLC's Holdings & P&L

Currently, Walkner Condon Financial Advisors LLC holds 322 types of securities in its portfolio with a total value $758.7M. In the most recent quarter, they have increased their positions in SPDW (+140.4K shares, valued at $6.4M), IJR (+35.5K shares, valued at $4.4M), PICB (+187.0K shares, valued at $4.3M); decreased their positions in SGOV (-17.8K shares, valued at $1.8M), JMST (-25.9K shares, valued at $1.3M), N/A (-22.2K shares, valued at $1.1M); initiated new positions in XLE (+5.7K shares, valued at $348.4K), IAUM (+7.0K shares, valued at $328.3K), AMAT (+899 shares, valued at $307.3K).

1M P&L

+9.0M+1.21%

3M P&L

-26.2M-3.35%

HY P&L

+24.2M+3.30%

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/A643.2M

89.5%

2Consumer Electronics16.1M

2.2%

3Software - Infrastructure8.4M

1.2%

Top Industries by Stock Count

1N/A218 stocks

72.7%

2Semiconductors9 stocks

3.0%

3Drug Manufacturers - General7 stocks

2.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPDW SPDR INDEX SHS FDS1.3M shares12.49%2026-03-312026-04-28

SPYM SPDR SERIES TRUST538.2K shares6.41%2026-03-312026-04-28

JCPB J P MORGAN EXCHANGE TRADED F587.4K shares12.33%2026-03-312026-04-28

IVV ISHARES TR34.3K shares-0.65%2026-03-312026-04-28

LMBS FIRST TR EXCHANGE-TRADED FD434.8K shares3.30%2026-03-312026-04-28

IJH ISHARES TR311.7K shares8.53%2026-03-312026-04-28

UCON FIRST TR EXCHNG TRADED FD VI740.0K shares10.73%2026-03-312026-04-28

AVEM AMERICAN CENTY ETF TR227.0K shares14.20%2026-03-312026-04-28

Sponsored

LGOV FIRST TR EXCHANGE-TRADED FD840.8K shares-0.18%2026-03-312026-04-28

FTCS FIRST TR EXCHANGE-TRADED FD176.2K shares0.14%2026-03-312026-04-28

AAPL APPLE INC63.5K shares5.49%2026-03-312026-04-28

VGK VANGUARD INTL EQUITY INDEX F189.5K shares3.30%2026-03-312026-04-28

VANGUARD INDEX FDS VANGUARD INDEX FDS25.7K shares0.52%2026-03-312026-04-28

RDVY FIRST TR EXCHANGE TRADED FD209.1K shares2.05%2026-03-312026-04-28

IJR ISHARES TR90.9K shares64.24%2026-03-312026-04-28

SCHR SCHWAB STRATEGIC TR452.4K shares4.43%2026-03-312026-04-28

Sponsored

GLDM WORLD GOLD TR121.3K shares-3.24%2026-03-312026-04-28

BWX SPDR SERIES TRUST485.8K shares5.55%2026-03-312026-04-28

VEA VANGUARD TAX-MANAGED FDS146.1K shares6.04%2026-03-312026-04-28

EWJ ISHARES INC109.0K shares11.77%2026-03-312026-04-28

VPL VANGUARD INTL EQUITY INDEX F89.7K shares-2.55%2026-03-312026-04-28

SCHX SCHWAB STRATEGIC TR336.1K shares4.22%2026-03-312026-04-28

MSFT MICROSOFT CORP20.1K shares-1.78%2026-03-312026-04-28

VYMI VANGUARD WHITEHALL FDS78.1K shares0.06%2026-03-312026-04-28

Sponsored

VO VANGUARD INDEX FDS23.9K shares-1.26%2026-03-312026-04-28

BWZ SPDR SERIES TRUST252.6K shares8.30%2026-03-312026-04-28

ALPHABET INC ALPHABET INC23.3K shares4.71%2026-03-312026-04-28

VWO VANGUARD INTL EQUITY INDEX F120.0K shares2.49%2026-03-312026-04-28

VB VANGUARD INDEX FDS23.5K shares3.16%2026-03-312026-04-28

SPY STATE STR SPDR S&P 500 ETF T9.1K shares-0.10%2026-03-312026-04-28

PICB INVESCO EXCH TRADED FD TR II238.9K shares360.39%2026-03-312026-04-28

PYLD PIMCO ETF TR208.1K shares11.88%2026-03-312026-04-28

Sponsored

JIVE J P MORGAN EXCHANGE TRADED F63.5K shares37.81%2026-03-312026-04-28

NVDA NVIDIA CORPORATION29.8K shares17.03%2026-03-312026-04-28

CWI SPDR INDEX SHS FDS139.0K shares0.00%2026-03-312026-04-28

JPST J P MORGAN EXCHANGE TRADED F95.8K shares15.77%2026-03-312026-04-28

FTGC FIRST TR EXCHANGE TRAD FD VI167.8K shares17.89%2026-03-312026-04-28

USB US BANCORP87.4K shares0.10%2026-03-312026-04-28

VGLT VANGUARD SCOTTSDALE FDS73.6K shares4.47%2026-03-312026-04-28

COST COSTCO WHOLESALE CORPORATION4.1K shares1.04%2026-03-312026-04-28

Sponsored

USRT ISHARES TR67.1K shares12.81%2026-03-312026-04-28

GUNR FLEXSHARES TR70.4K shares2.50%2026-03-312026-04-28

VSS VANGUARD INTL EQUITY INDEX F26.5K shares2.96%2026-03-312026-04-28

USXF ISHARES TR69.4K shares1.31%2026-03-312026-04-28

IWM ISHARES TR15.4K shares-0.30%2026-03-312026-04-28

BIL SPDR SERIES TRUST41.5K shares-5.89%2026-03-312026-04-28

GLTR ABRDN PRECIOUS METALS BASKET17.2K shares-6.97%2026-03-312026-04-28

DMXF ISHARES TR49.0K shares2.59%2026-03-312026-04-28

Sponsored

LEMB ISHARES INC86.5K shares346.96%2026-03-312026-04-28

VCSH VANGUARD SCOTTSDALE FDS44.5K shares22.70%2026-03-312026-04-28

VTI VANGUARD INDEX FDS10.8K shares0.92%2026-03-312026-04-28

GLD SPDR GOLD TR8.0K shares-9.96%2026-03-312026-04-28

ISHARES GOLD TR ISHARES GOLD TR37.2K shares-2.77%2026-03-312026-04-28

JEPI J P MORGAN EXCHANGE TRADED F55.8K shares-10.55%2026-03-312026-04-28

SPMD SPDR SERIES TRUST52.6K shares4.66%2026-03-312026-04-28

CGDV CAPITAL GROUP DIVIDEND VALUE69.4K shares47.58%2026-03-312026-04-28

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F58.8K shares85.02%2026-03-312026-04-28

VIGI VANGUARD WHITEHALL FDS32.0K shares-10.29%2026-03-312026-04-28

XOM EXXON MOBIL CORP16.4K shares-5.53%2026-03-312026-04-28

SPEM SPDR INDEX SHS FDS58.7K shares-4.59%2026-03-312026-04-28

VIG VANGUARD SPECIALIZED FUNDS12.8K shares-2.62%2026-03-312026-04-28

BND VANGUARD BD INDEX FDS37.0K shares2.82%2026-03-312026-04-28

AMZN AMAZON COM INC13.0K shares4.64%2026-03-312026-04-28

SPSM SPDR SERIES TRUST55.0K shares3.60%2026-03-312026-04-28

Sponsored

ITOT ISHARES TR18.1K shares-13.82%2026-03-312026-04-28

FEZ SPDR INDEX SHS FDS41.4K shares-1.52%2026-03-312026-04-28

JMST J P MORGAN EXCHANGE TRADED F48.9K shares-34.62%2026-03-312026-04-28

SCHE SCHWAB STRATEGIC TR75.7K shares5.97%2026-03-312026-04-28

VFMF VANGUARD WELLINGTON FD15.9K shares-8.73%2026-03-312026-04-28

VNQI VANGUARD INTL EQUITY INDEX F53.8K shares0.73%2026-03-312026-04-28

SUB ISHARES TR21.6K shares0.76%2026-03-312026-04-28

ARISTA NETWORKS INC ARISTA NETWORKS INC18.4K shares-1.17%2026-03-312026-04-28

Sponsored

EA SERIES TRUST EA SERIES TRUST45.0K shares-33.04%2026-03-312026-04-28

SLVP ISHARES INC60.4K shares-0.71%2026-03-312026-04-28

MFEM PIMCO EQUITY SER78.5K shares36.15%2026-03-312026-04-28

VYM VANGUARD WHITEHALL FDS13.2K shares-1.47%2026-03-312026-04-28

OUNZ VANECK MERK GOLD ETF43.4K shares0.53%2026-03-312026-04-28

SUSL ISHARES TR17.0K shares0.72%2026-03-312026-04-28

VBR VANGUARD INDEX FDS8.7K shares-4.82%2026-03-312026-04-28

VUG VANGUARD INDEX FDS4.3K shares-1.56%2026-03-312026-04-28

Sponsored

SCHO SCHWAB STRATEGIC TR76.9K shares2.36%2026-03-312026-04-28

VGIT VANGUARD SCOTTSDALE FDS30.3K shares-20.91%2026-03-312026-04-28

IEUR ISHARES TR25.1K shares-7.11%2026-03-312026-04-28

BROADCOM INC BROADCOM INC5.6K shares2.24%2026-03-312026-04-28

SDVY FIRST TR EXCHANGE TRADED FD43.6K shares23.38%2026-03-312026-04-28

EMNT PIMCO ETF TR16.7K shares5.89%2026-03-312026-04-28

GRID FIRST TR EXCHANGE-TRADED FD10.1K shares43.08%2026-03-312026-04-28

SCHC SCHWAB STRATEGIC TR34.5K shares-1.56%2026-03-312026-04-28

Sponsored

ALPHABET INC ALPHABET INC5.6K shares1.87%2026-03-312026-04-28

BUFD FIRST TR EXCHNG TRADED FD VI55.5K shares-6.33%2026-03-312026-04-28

TSLA TESLA INC4.1K shares10.46%2026-03-312026-04-28

VTV VANGUARD INDEX FDS7.8K shares9.16%2026-03-312026-04-28

META META PLATFORMS INC2.6K shares3.13%2026-03-312026-04-28

IWF ISHARES TR3.5K shares0.84%2026-03-312026-04-28

MFDX PIMCO EQUITY SER36.4K shares4.22%2026-03-312026-04-28

BINC BLACKROCK ETF TRUST II27.5K shares8.01%2026-03-312026-04-28

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares0.79%2026-03-312026-04-28

FEMB FIRST TR EXCH TRADED FD III47.5K shares2.74%2026-03-312026-04-28

INVESCO QQQ TR INVESCO QQQ TR2.4K shares1.29%2026-03-312026-04-28

SCZ ISHARES TR17.2K shares9.15%2026-03-312026-04-28

TCAF T ROWE PRICE ETF INC37.9K shares-6.25%2026-03-312026-04-28

LLY ELI LILLY & CO1.5K shares0.96%2026-03-312026-04-28

HDV ISHARES TR9.8K shares0.00%2026-03-312026-04-28

TOUS T ROWE PRICE ETF INC38.2K shares50.75%2026-03-312026-04-28

Sponsored

JPM JPMORGAN CHASE & CO4.4K shares-13.10%2026-03-312026-04-28

VNQ VANGUARD INDEX FDS14.3K shares6.14%2026-03-312026-04-28

EMXF ISHARES TR25.1K shares-1.44%2026-03-312026-04-28

NUSC NUSHARES ETF TR26.1K shares2.42%2026-03-312026-04-28

JMHI J P MORGAN EXCHANGE TRADED F23.4K shares164.42%2026-03-312026-04-28

IEMG ISHARES INC15.8K shares-3.17%2026-03-312026-04-28

SPAB SPDR SERIES TRUST42.6K shares5.21%2026-03-312026-04-28

SCHD SCHWAB STRATEGIC TR34.9K shares-10.32%2026-03-312026-04-28

Sponsored

SGOV ISHARES TR10.4K shares-63.09%2026-03-312026-04-28

JNJ JOHNSON & JOHNSON4.2K shares-1.42%2026-03-312026-04-28

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares12.28%2026-03-312026-04-28

URA GLOBAL X FDS21.0K shares3.22%2026-03-312026-04-28

NFLX NETFLIX INC.10.2K shares11.48%2026-03-312026-04-28

IWD ISHARES TR4.6K shares-3.98%2026-03-312026-04-28

GEW EA SERIES TRUST18.9K shares-0.68%2026-03-312026-04-28

QCLN FIRST TR EXCHANGE-TRADED FD20.3K shares1.20%2026-03-312026-04-28

Sponsored

ETHO AMPLIFY ETF TR14.1K shares-0.28%2026-03-312026-04-28

BCI ABRDN ETFS37.4K shares17.62%2026-03-312026-04-28

IEFA ISHARES TR10.0K shares-7.58%2026-03-312026-04-28

VV VANGUARD INDEX FDS3.0K shares-2.56%2026-03-312026-04-28

GWX SPDR INDEX SHS FDS20.9K shares-3.73%2026-03-312026-04-28

ESGD ISHARES TR9.2K shares11.16%2026-03-312026-04-28

VCEB VANGUARD WORLD FD13.8K shares3.13%2026-03-312026-04-28

ASTS AST SPACEMOBILE INC10.4K shares0.11%2026-03-312026-04-28

Sponsored

ESGU ISHARES TR6.1K shares0.05%2026-03-312026-04-28

VEU VANGUARD INTL EQUITY INDEX F11.5K shares28.28%2026-03-312026-04-28

PDBC INVESCO ACTVELY MNGD ETC FD49.5K shares-0.15%2026-03-312026-04-28

DGRO ISHARES TR12.2K shares4.06%2026-03-312026-04-28

ICLN ISHARES TR46.6K shares-0.72%2026-03-312026-04-28

BGRN ISHARES TR17.9K shares4.95%2026-03-312026-04-28

MFUS PIMCO EQUITY SER14.3K shares18.89%2026-03-312026-04-28

WMT WALMART INC6.6K shares6.38%2026-03-312026-04-28

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI18.2K shares4.16%2026-03-312026-04-28

IVOO VANGUARD ADMIRAL FDS INC6.8K shares0.00%2026-03-312026-04-28

FNDF SCHWAB STRATEGIC TR15.6K shares-1.69%2026-03-312026-04-28

SPYD SPDR SERIES TRUST16.1K shares-0.08%2026-03-312026-04-28

CGBL CAPITAL GROUP CORE BALANCED20.5K shares71.88%2026-03-312026-04-28

SUSA ISHARES TR5.3K shares-1.93%2026-03-312026-04-28

NULG NUSHARES ETF TR7.7K shares-0.10%2026-03-312026-04-28

IXC ISHARES TR12.1K shares-0.41%2026-03-312026-04-28

Sponsored

SCHH SCHWAB STRATEGIC TR32.0K shares-0.41%2026-03-312026-04-28

SPTL SPDR SERIES TRUST25.8K shares0.09%2026-03-312026-04-28

FNDE SCHWAB STRATEGIC TR17.4K shares-4.24%2026-03-312026-04-28

PLTR PALANTIR TECHNOLOGIES INC4.4K shares4.95%2026-03-312026-04-28

ESML ISHARES TR13.7K shares5.50%2026-03-312026-04-28

NULV NUSHARES ETF TR14.1K shares-0.94%2026-03-312026-04-28

SCHB SCHWAB STRATEGIC TR25.1K shares7.52%2026-03-312026-04-28

V VISA INC2.1K shares-11.59%2026-03-312026-04-28

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F12.7K shares4.46%2026-03-312026-04-28

CAT CATERPILLAR INC855 shares-1.61%2026-03-312026-04-28

VIOO VANGUARD ADMIRAL FDS INC5.2K shares0.00%2026-03-312026-04-28

CMDT PIMCO ETF TR18.5K shares51.63%2026-03-312026-04-28

MCD MCDONALDS CORP1.9K shares-1.86%2026-03-312026-04-28

GILD GILEAD SCIENCES INC4.1K shares3.15%2026-03-312026-04-28

PG PROCTER & GAMBLE CO4.0K shares-3.55%2026-03-312026-04-28

ABBV ABBVIE INC2.6K shares-19.42%2026-03-312026-04-28

Sponsored

DIA STATE STR SPDR DOW JONES IND1.2K shares-0.33%2026-03-312026-04-28

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-12.16%2026-03-312026-04-28

GSLC GOLDMAN SACHS ETF TR4.4K shares-28.58%2026-03-312026-04-28

RAFE PIMCO EQUITY SER13.3K shares0.48%2026-03-312026-04-28

CGGO CAPITAL GROUP GBL GROWTH EQT16.6K shares-2.93%2026-03-312026-04-28

VXUS VANGUARD STAR FDS7.0K shares-13.90%2026-03-312026-04-28

HD HOME DEPOT INC1.6K shares-23.73%2026-03-312026-04-28

MCK MCKESSON CORP610 shares12.96%2026-03-312026-04-28

Sponsored

CSCO CISCO SYS INC6.6K shares-9.16%2026-03-312026-04-28

VCIT VANGUARD SCOTTSDALE FDS6.1K shares0.00%2026-03-312026-04-28

DFEB FIRST TR EXCHNG TRADED FD VI10.7K shares-10.75%2026-03-312026-04-28

IBIT ISHARES BITCOIN TRUST ETF13.2K shares3.93%2026-03-312026-04-28

RFDI FIRST TR EXCH TRADED FD III6.2K shares1.26%2026-03-312026-04-28

MA MASTERCARD INCORPORATED1.0K shares-2.59%2026-03-312026-04-28

VZ VERIZON COMMUNICATIONS INC10.0K shares-1.34%2026-03-312026-04-28

MERCK & CO INC MERCK & CO INC4.2K shares-7.24%2026-03-312026-04-28

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.3K shares-2.33%2026-03-312026-04-28

HLAL LISTED FDS TR8.0K shares-0.10%2026-03-312026-04-28

NUDM NUSHARES ETF TR13.1K shares-0.07%2026-03-312026-04-28

HYLS FIRST TR EXCHANGE-TRADED FD11.6K shares-7.46%2026-03-312026-04-28

AVSE AMERICAN CENTY ETF TR7.1K shares-4.62%2026-03-312026-04-28

KO COCA COLA CO6.2K shares-2.03%2026-03-312026-04-28

VTEB VANGUARD MUN BD FDS9.4K shares0.00%2026-03-312026-04-28

NUBD NUSHARES ETF TR21.0K shares0.51%2026-03-312026-04-28

Sponsored

QEFA SPDR INDEX SHS FDS5.0K shares-7.46%2026-03-312026-04-28

FTC FIRST TR EXCHANGE-TRADED ALP3.0K shares0.00%2026-03-312026-04-28

SCHP SCHWAB STRATEGIC TR17.0K shares-0.05%2026-03-312026-04-28

CVX CHEVRON CORPORATION2.2K shares-3.66%2026-03-312026-04-28

VGSH VANGUARD SCOTTSDALE FDS7.7K shares80.11%2026-03-312026-04-28

VT VANGUARD INTL EQUITY INDEX F3.2K shares-1.04%2026-03-312026-04-28

DSI ISHARES TR3.7K shares-13.95%2026-03-312026-04-28

GS GOLDMAN SACHS GROUP INC523 shares-8.89%2026-03-312026-04-28

Sponsored

BIV VANGUARD BD INDEX FDS5.6K shares2.34%2026-03-312026-04-28

FEX FIRST TR EXCHANGE-TRADED ALP3.5K shares-16.70%2026-03-312026-04-28

EUSB ISHARES TR9.9K shares1.26%2026-03-312026-04-28

FIW FIRST TR EXCHANGE-TRADED FD4.2K shares2.14%2026-03-312026-04-28

XME SPDR SERIES TRUST4.0K shares-3.65%2026-03-312026-04-28

BAC BANK AMERICA CORP8.7K shares1.11%2026-03-312026-04-28

VGT VANGUARD WORLD FD596 shares4.93%2026-03-312026-04-28

TOTALENERGIES SE TOTALENERGIES SE4.5K shares14.51%2026-03-312026-04-28

Sponsored

JIRE J P MORGAN EXCHANGE TRADED F5.4K shares-10.16%2026-03-312026-04-28

AXP AMERICAN EXPRESS CO1.3K shares-11.48%2026-03-312026-04-28

EWU ISHARES TR8.8K shares-0.81%2026-03-312026-04-28

MO ALTRIA GROUP INC6.0K shares1.62%2026-03-312026-04-28

TIP ISHARES TR3.6K shares55.21%2026-03-312026-04-28

NVS NOVARTIS AG2.5K shares43.31%2026-03-312026-04-28

DIAL COLUMBIA ETF TR I21.3K shares19.68%2026-03-312026-04-28

SCHF SCHWAB STRATEGIC TR15.0K shares-4.06%2026-03-312026-04-28

Sponsored

IPAC ISHARES TR4.8K shares0.00%2026-03-312026-04-28

KLAC KLA CORP251 shares11.06%2026-03-312026-04-28

MUFG MITSUBISHI UFJ FINANCIAL GRO21.7K shares23.89%2026-03-312026-04-28

CRM SALESFORCE INC2.0K shares-8.79%2026-03-312026-04-28

AMGN AMGEN INC1.0K shares7.78%2026-03-312026-04-28

SPYI NEOS ETF TRUST7.3K shares6.92%2026-03-312026-04-28

FNDX SCHWAB STRATEGIC TR13.0K shares-5.31%2026-03-312026-04-28

VXF VANGUARD INDEX FDS1.7K shares0.00%2026-03-312026-04-28

Sponsored

FTRI FIRST TR EXCHANGE-TRADED FD20.1K shares22.68%2026-03-312026-04-28

XOP SPDR SERIES TRUST2.0K shares0.00%2026-03-312026-04-28

SCHA SCHWAB STRATEGIC TR12.3K shares0.13%2026-03-312026-04-28

WEC ENERGY GROUP INC WEC ENERGY GROUP INC3.1K shares2.41%2026-03-312026-04-28

VFQY VANGUARD WELLINGTON FD2.4K shares0.00%2026-03-312026-04-28

XLE SELECT SECTOR SPDR TR5.7K sharesnew addition2026-03-312026-04-28

HYXF ISHARES TR7.5K shares1.90%2026-03-312026-04-28

CGXU CAPITAL GROUP INTL FOCUS EQT11.7K shares0.00%2026-03-312026-04-28

Sponsored

PSCE INVESCO EXCH TRADED FD TR II5.8K shares15.78%2026-03-312026-04-28

VDE VANGUARD WORLD FD2.0K shares0.00%2026-03-312026-04-28

TGRW T ROWE PRICE ETF INC8.3K shares0.00%2026-03-312026-04-28

PEP PEPSICO INC2.2K shares-3.06%2026-03-312026-04-28

IAUM ISHARES GOLD TR7.0K sharesnew addition2026-03-312026-04-28

IEI ISHARES TR2.8K shares54.31%2026-03-312026-04-28

T AT&T INC11.2K shares-4.42%2026-03-312026-04-28

EEM ISHARES TR5.7K shares0.00%2026-03-312026-04-28

Sponsored

AMD ADVANCED MICRO DEVICES INC1.6K shares30.57%2026-03-312026-04-28

HOOD ROBINHOOD MKTS INC4.6K shares-7.67%2026-03-312026-04-28

DIV GLOBAL X FDS16.7K shares0.19%2026-03-312026-04-28

WFC WELLS FARGO & CO3.9K shares-0.66%2026-03-312026-04-28

MU MICRON TECHNOLOGY INC923 shares20.34%2026-03-312026-04-28

RTX RTX CORPORATION1.6K shares-12.02%2026-03-312026-04-28

PHO INVESCO EXCHANGE TRADED FD T4.6K shares7.20%2026-03-312026-04-28

AMAT APPLIED MATLS INC899 sharesnew addition2026-03-312026-04-28

Sponsored

ASML ASML HLDG NV231 shares22.87%2026-03-312026-04-28

MS MORGAN STANLEY1.9K shares2.83%2026-03-312026-04-28

PPTY ETF SER SOLUTIONS10.1K shares-11.38%2026-03-312026-04-28

XLK SELECT SECTOR SPDR TR2.3K shares0.00%2026-03-312026-04-28

LMT LOCKHEED MARTIN CORP492 shares-47.94%2026-03-312026-04-28

SO SOUTHERN CO3.0K shares-25.32%2026-03-312026-04-28

GEV GE VERNOVA INC337 sharesnew addition2026-03-312026-04-28

DIS DISNEY WALT CO3.0K shares-0.86%2026-03-312026-04-28

Sponsored

GE AEROSPACE GE AEROSPACE1.0K shares-0.59%2026-03-312026-04-28

JEPQ J P MORGAN EXCHANGE TRADED F5.2K shares0.00%2026-03-312026-04-28

TJX TJX COS INC NEW1.8K shares11.62%2026-03-312026-04-28

RING ISHARES INC3.6K shares-0.96%2026-03-312026-04-28

TM TOYOTA MOTOR CORP1.4K sharesnew addition2026-03-312026-04-28

SMFG SUMITOMO MITSUI FIN GRP INC14.3K shares22.31%2026-03-312026-04-28

JQUA J P MORGAN EXCHANGE TRADED F4.6K shares1.15%2026-03-312026-04-28

VLUE ISHARES TR2.0K shares-0.80%2026-03-312026-04-28

Sponsored

ORCL ORACLE CORP1.9K shares20.06%2026-03-312026-04-28

IWMI NEOS ETF TRUST5.8K sharesnew addition2026-03-312026-04-28

BITB BITWISE BITCOIN ETF TR7.5K shares-29.23%2026-03-312026-04-28

VMBS VANGUARD SCOTTSDALE FDS5.9K shares-14.25%2026-03-312026-04-28

PFE PFIZER INC9.7K shares2.73%2026-03-312026-04-28

FKU FIRST TR EXCH TRD ALPHDX FD5.4K shares0.00%2026-03-312026-04-28

MTSI MACOM TECH SOLUTIONS HLDGS I1.2K sharesnew addition2026-03-312026-04-28

SCHG SCHWAB STRATEGIC TR9.3K shares2.41%2026-03-312026-04-28

Sponsored

ISRG INTUITIVE SURGICAL INC578 shares-24.54%2026-03-312026-04-28

NATIONAL GRID PLC NATIONAL GRID PLC3.1K sharesnew addition2026-03-312026-04-28

AGG ISHARES TR2.6K shares-38.03%2026-03-312026-04-28

JPIE J P MORGAN EXCHANGE TRADED F5.6K shares7.44%2026-03-312026-04-28

PH PARKER-HANNIFIN CORP290 shares18.37%2026-03-312026-04-28

VRTX VERTEX PHARMACEUTICALS INC578 sharesnew addition2026-03-312026-04-28

COF CAPITAL ONE FINL CORP1.4K shares1.22%2026-03-312026-04-28

RAVI FLEXSHARES TR3.4K sharesnew addition2026-03-312026-04-28

Sponsored

EFG ISHARES TR2.3K shares-3.80%2026-03-312026-04-28

TMSL T ROWE PRICE ETF INC7.0K shares17.04%2026-03-312026-04-28

LINDE PLC LINDE PLC510 sharesnew addition2026-03-312026-04-28

BLACKROCK INC BLACKROCK INC262 shares-17.61%2026-03-312026-04-28

BCAT BLACKROCK CAP ALLOCATION TER17.6K shares8.64%2026-03-312026-04-28

SDY SPDR SERIES TRUST1.7K shares0.00%2026-03-312026-04-28

EPS WISDOMTREE TR3.5K shares0.00%2026-03-312026-04-28

EATON CORP PLC EATON CORP PLC675 sharesnew addition2026-03-312026-04-28

Sponsored

VODAFONE GROUP PLC VODAFONE GROUP PLC16.0K shares-8.50%2026-03-312026-04-28

ADP AUTOMATIC DATA PROCESSING IN1.2K shares-1.91%2026-03-312026-04-28

UDI USCF ETF TR7.1K shares-1.11%2026-03-312026-04-28

CERY SPDR SERIES TRUST6.8K sharesnew addition2026-03-312026-04-28

REMX VANECK ETF TRUST2.7K shares-6.43%2026-03-312026-04-28

USFR WISDOMTREE TR4.6K shares0.00%2026-03-312026-04-28

BSV VANGUARD BD INDEX FDS3.0K shares0.14%2026-03-312026-04-28

DFJ WISDOMTREE TR2.3K shares-7.73%2026-03-312026-04-28

Sponsored

NEE NEXTERA ENERGY INC2.5K shares-20.86%2026-03-312026-04-28

APH AMPHENOL CORP1.8K shares7.48%2026-03-312026-04-28

ADI ANALOG DEVICES INC708 sharesnew addition2026-03-312026-04-28

INTC INTEL CORP5.1K sharesnew addition2026-03-312026-04-28

TLT ISHARES TR2.6K shares-0.16%2026-03-312026-04-28

FYX FIRST TR EXCHANGE-TRADED ALP1.8K shares0.00%2026-03-312026-04-28

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-04-28

QCOM QUALCOMM INC1.7K shares-7.36%2026-03-312026-04-28

Sponsored

QQQI NEOS ETF TRUST4.4K shares12.91%2026-03-312026-04-28

NUEM NUSHARES ETF TR5.9K shares-0.59%2026-03-312026-04-28

D DOMINION ENERGY INC3.5K shares0.09%2026-03-312026-04-28

CBRE CBRE GROUP INC1.6K shares-31.00%2026-03-312026-04-28

SHYG ISHARES TR5.1K sharesnew addition2026-03-312026-04-28

HSBC HSBC HLDGS PLC2.6K sharesnew addition2026-03-312026-04-28

JPEM J P MORGAN EXCHANGE TRADED F3.4K shares0.00%2026-03-312026-04-28

CITIGROUP INC CITIGROUP INC1.9K sharesnew addition2026-03-312026-04-28

Sponsored

ETFS GOLD TR ETFS GOLD TR4.7K sharesnew addition2026-03-312026-04-28

SHV ISHARES TR1.9K sharesnew addition2026-03-312026-04-28

RWO SPDR INDEX SHS FDS4.5K shares-5.64%2026-03-312026-04-28

EAGG ISHARES TR4.3K shares1.97%2026-03-312026-04-28

NEM NEWMONT CORP1.9K sharesnew addition2026-03-312026-04-28

TXN TEXAS INSTRS INC1.0K shares-22.47%2026-03-312026-04-28

DFAR DIMENSIONAL ETF TRUST8.6K shares-2.27%2026-03-312026-04-28

SCHM SCHWAB STRATEGIC TR6.6K sharesnew addition2026-03-312026-04-28

Sponsored

FCX FREEPORT MCMORAN INC3.4K sharesnew addition2026-03-312026-04-28

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-28

SKM SK TELECOM CO LTD6.9K sharesnew addition2026-03-312026-04-28

FTEC FIDELITY COVINGTON TRUST969 shares5.10%2026-03-312026-04-28

MFG MIZUHO FINANCIAL GROUP INC23.4K shares-0.22%2026-03-312026-04-28

TAK TAKEDA PHARMACEUTICAL CO LTD10.0K sharesnew addition2026-03-312026-04-28

BIT BLACKROCK MULTI SECTOR INC T14.2K shares0.00%2026-03-312026-04-28

ECAT BLACKROCK ESG CAP ALLC TERM10.7K sharesnew addition2026-03-312026-04-28

Sponsored

SAN BANCO SANTANDER SA10.1K sharesnew addition2026-03-312026-04-28

WIT WIPRO LTD10.9K shares-17.42%2026-03-312026-04-28

SPDW

SPDR INDEX SHS FDS

12.49%

Shares1.3M

Event2026-03-31

Filed2026-04-28

SPYM

SPDR SERIES TRUST

6.41%

Shares538.2K

Event2026-03-31

Filed2026-04-28

JCPB

J P MORGAN EXCHANGE TRADED F

12.33%

Shares587.4K

Event2026-03-31

Filed2026-04-28

IVV

ISHARES TR

-0.65%

Shares34.3K

Event2026-03-31

Filed2026-04-28

LMBS

FIRST TR EXCHANGE-TRADED FD

3.30%

Shares434.8K

Event2026-03-31

Filed2026-04-28

IJH

ISHARES TR

8.53%

Shares311.7K

Event2026-03-31

Filed2026-04-28

UCON

FIRST TR EXCHNG TRADED FD VI

10.73%

Shares740.0K

Event2026-03-31

Filed2026-04-28

AVEM

AMERICAN CENTY ETF TR

14.20%

Shares227.0K

Event2026-03-31

Filed2026-04-28

LGOV

FIRST TR EXCHANGE-TRADED FD

-0.18%

Shares840.8K

Event2026-03-31

Filed2026-04-28

FTCS

FIRST TR EXCHANGE-TRADED FD

0.14%

Shares176.2K

Event2026-03-31

Filed2026-04-28

AAPL

APPLE INC

5.49%

Shares63.5K

Event2026-03-31

Filed2026-04-28

VGK

VANGUARD INTL EQUITY INDEX F

3.30%

Shares189.5K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

0.52%

Shares25.7K

Event2026-03-31

Filed2026-04-28

RDVY

FIRST TR EXCHANGE TRADED FD

2.05%

Shares209.1K

Event2026-03-31

Filed2026-04-28

IJR

ISHARES TR

64.24%

Shares90.9K

Event2026-03-31

Filed2026-04-28

SCHR

SCHWAB STRATEGIC TR

4.43%

Shares452.4K

Event2026-03-31

Filed2026-04-28

GLDM

WORLD GOLD TR

-3.24%

Shares121.3K

Event2026-03-31

Filed2026-04-28

BWX

SPDR SERIES TRUST

5.55%

Shares485.8K

Event2026-03-31

Filed2026-04-28

VEA

VANGUARD TAX-MANAGED FDS

6.04%

Shares146.1K

Event2026-03-31

Filed2026-04-28

EWJ

ISHARES INC

11.77%

Shares109.0K

Event2026-03-31

Filed2026-04-28

VPL

VANGUARD INTL EQUITY INDEX F

-2.55%

Shares89.7K

Event2026-03-31

Filed2026-04-28

SCHX

SCHWAB STRATEGIC TR

4.22%

Shares336.1K

Event2026-03-31

Filed2026-04-28

MSFT

MICROSOFT CORP

-1.78%

Shares20.1K

Event2026-03-31

Filed2026-04-28

VYMI

VANGUARD WHITEHALL FDS

0.06%

Shares78.1K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

-1.26%

Shares23.9K

Event2026-03-31

Filed2026-04-28

BWZ

SPDR SERIES TRUST

8.30%

Shares252.6K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

4.71%

Shares23.3K

Event2026-03-31

Filed2026-04-28

VWO

VANGUARD INTL EQUITY INDEX F

2.49%

Shares120.0K

Event2026-03-31

Filed2026-04-28

VANGUARD INDEX FDS

3.16%

Shares23.5K

Event2026-03-31

Filed2026-04-28

SPY

STATE STR SPDR S&P 500 ETF T

-0.10%

Shares9.1K

Event2026-03-31

Filed2026-04-28

PICB

INVESCO EXCH TRADED FD TR II

360.39%

Shares238.9K

Event2026-03-31

Filed2026-04-28

PYLD

PIMCO ETF TR

11.88%

Shares208.1K

Event2026-03-31

Filed2026-04-28

JIVE

J P MORGAN EXCHANGE TRADED F

37.81%

Shares63.5K

Event2026-03-31

Filed2026-04-28

NVDA

NVIDIA CORPORATION

17.03%

Shares29.8K

Event2026-03-31

Filed2026-04-28

CWI

SPDR INDEX SHS FDS

0.00%

Shares139.0K

Event2026-03-31

Filed2026-04-28

JPST

J P MORGAN EXCHANGE TRADED F

15.77%

Shares95.8K

Event2026-03-31

Filed2026-04-28

FTGC

FIRST TR EXCHANGE TRAD FD VI

17.89%

Shares167.8K

Event2026-03-31

Filed2026-04-28

USB

US BANCORP

0.10%

Shares87.4K

Event2026-03-31

Filed2026-04-28

VGLT

VANGUARD SCOTTSDALE FDS

4.47%

Shares73.6K

Event2026-03-31

Filed2026-04-28

COST

COSTCO WHOLESALE CORPORATION

1.04%

Shares4.1K

Event2026-03-31

Filed2026-04-28

USRT

ISHARES TR

12.81%

Shares67.1K

Event2026-03-31

Filed2026-04-28

GUNR

FLEXSHARES TR

2.50%

Shares70.4K

Event2026-03-31

Filed2026-04-28

VSS

VANGUARD INTL EQUITY INDEX F

2.96%

Shares26.5K

Event2026-03-31

Filed2026-04-28

USXF

ISHARES TR

1.31%

Shares69.4K

Event2026-03-31

Filed2026-04-28

IWM

ISHARES TR

-0.30%

Shares15.4K

Event2026-03-31

Filed2026-04-28

BIL

SPDR SERIES TRUST

-5.89%

Shares41.5K

Event2026-03-31

Filed2026-04-28

GLTR

ABRDN PRECIOUS METALS BASKET

-6.97%

Shares17.2K

Event2026-03-31

Filed2026-04-28

DMXF

ISHARES TR

2.59%

Shares49.0K

Event2026-03-31

Filed2026-04-28

LEMB

ISHARES INC

346.96%

Shares86.5K

Event2026-03-31

Filed2026-04-28

VCSH

VANGUARD SCOTTSDALE FDS

22.70%

Shares44.5K

Event2026-03-31

Filed2026-04-28

VTI

VANGUARD INDEX FDS

0.92%

Shares10.8K

Event2026-03-31

Filed2026-04-28

GLD

SPDR GOLD TR

-9.96%

Shares8.0K

Event2026-03-31

Filed2026-04-28

ISHARES GOLD TR

-2.77%

Shares37.2K

Event2026-03-31

Filed2026-04-28

JEPI

J P MORGAN EXCHANGE TRADED F

-10.55%

Shares55.8K

Event2026-03-31

Filed2026-04-28

SPMD

SPDR SERIES TRUST

4.66%

Shares52.6K

Event2026-03-31

Filed2026-04-28

CGDV

CAPITAL GROUP DIVIDEND VALUE

47.58%

Shares69.4K

Event2026-03-31

Filed2026-04-28

JMUB

J P MORGAN EXCHANGE TRADED F

85.02%

Shares58.8K

Event2026-03-31

Filed2026-04-28

VIGI

VANGUARD WHITEHALL FDS

-10.29%

Shares32.0K

Event2026-03-31

Filed2026-04-28

XOM

EXXON MOBIL CORP

-5.53%

Shares16.4K

Event2026-03-31

Filed2026-04-28

SPEM

SPDR INDEX SHS FDS

-4.59%

Shares58.7K

Event2026-03-31

Filed2026-04-28

VIG

VANGUARD SPECIALIZED FUNDS

-2.62%

Shares12.8K

Event2026-03-31

Filed2026-04-28

BND

VANGUARD BD INDEX FDS

2.82%

Shares37.0K

Event2026-03-31

Filed2026-04-28

AMZN

AMAZON COM INC

4.64%

Shares13.0K

Event2026-03-31

Filed2026-04-28

SPSM

SPDR SERIES TRUST

3.60%

Shares55.0K

Event2026-03-31

Filed2026-04-28

ITOT

ISHARES TR

-13.82%

Shares18.1K

Event2026-03-31

Filed2026-04-28

FEZ

SPDR INDEX SHS FDS

-1.52%

Shares41.4K

Event2026-03-31

Filed2026-04-28

JMST

J P MORGAN EXCHANGE TRADED F

-34.62%

Shares48.9K

Event2026-03-31

Filed2026-04-28

SCHE

SCHWAB STRATEGIC TR

5.97%

Shares75.7K

Event2026-03-31

Filed2026-04-28

VFMF

VANGUARD WELLINGTON FD

-8.73%

Shares15.9K

Event2026-03-31

Filed2026-04-28

VNQI

VANGUARD INTL EQUITY INDEX F

0.73%

Shares53.8K

Event2026-03-31

Filed2026-04-28

SUB

ISHARES TR

0.76%

Shares21.6K

Event2026-03-31

Filed2026-04-28

ARISTA NETWORKS INC

-1.17%

Shares18.4K

Event2026-03-31

Filed2026-04-28

EA SERIES TRUST

-33.04%

Shares45.0K

Event2026-03-31

Filed2026-04-28

SLVP

ISHARES INC

-0.71%

Shares60.4K

Event2026-03-31

Filed2026-04-28

MFEM

PIMCO EQUITY SER

36.15%

Shares78.5K

Event2026-03-31

Filed2026-04-28

VYM

VANGUARD WHITEHALL FDS

-1.47%

Shares13.2K

Event2026-03-31

Filed2026-04-28

OUNZ

VANECK MERK GOLD ETF

0.53%

Shares43.4K

Event2026-03-31

Filed2026-04-28

SUSL

ISHARES TR

0.72%

Shares17.0K

Event2026-03-31

Filed2026-04-28

VBR

VANGUARD INDEX FDS

-4.82%

Shares8.7K

Event2026-03-31

Filed2026-04-28

VUG

VANGUARD INDEX FDS

-1.56%

Shares4.3K

Event2026-03-31

Filed2026-04-28

SCHO

SCHWAB STRATEGIC TR

2.36%

Shares76.9K

Event2026-03-31

Filed2026-04-28

VGIT

VANGUARD SCOTTSDALE FDS

-20.91%

Shares30.3K

Event2026-03-31

Filed2026-04-28

IEUR

ISHARES TR

-7.11%

Shares25.1K

Event2026-03-31

Filed2026-04-28

BROADCOM INC

2.24%

Shares5.6K

Event2026-03-31

Filed2026-04-28

SDVY

FIRST TR EXCHANGE TRADED FD

23.38%

Shares43.6K

Event2026-03-31

Filed2026-04-28

EMNT

PIMCO ETF TR

5.89%

Shares16.7K

Event2026-03-31

Filed2026-04-28

GRID

FIRST TR EXCHANGE-TRADED FD

43.08%

Shares10.1K

Event2026-03-31

Filed2026-04-28

SCHC

SCHWAB STRATEGIC TR

-1.56%

Shares34.5K

Event2026-03-31

Filed2026-04-28

ALPHABET INC

1.87%

Shares5.6K

Event2026-03-31

Filed2026-04-28

BUFD

FIRST TR EXCHNG TRADED FD VI

-6.33%

Shares55.5K

Event2026-03-31

Filed2026-04-28

TSLA

TESLA INC

10.46%

Shares4.1K

Event2026-03-31

Filed2026-04-28

VTV

VANGUARD INDEX FDS

9.16%

Shares7.8K

Event2026-03-31

Filed2026-04-28