Sponsored

The Analysis of WealthBridge Capital Management, LLC's Holdings & P&L

Currently, WealthBridge Capital Management, LLC holds 221 types of securities in its portfolio with a total value $434.2M. In the most recent quarter, they have increased their positions in SMH (+3.6K shares, valued at $1.4M), GOVI (+39.2K shares, valued at $1.1M), SHV (+9.0K shares, valued at $989.7K); decreased their positions in RDVY (-20.0K shares, valued at $1.4M), QQEW (-9.2K shares, valued at $1.2M), IWM (-3.6K shares, valued at $891.8K); initiated new positions in SMH (+3.6K shares, valued at $1.4M), GOVI (+39.2K shares, valued at $1.1M), SHV (+9.0K shares, valued at $989.7K).

1M P&L

+4.1M+1.11%

3M P&L

+2.1M+0.55%

HY P&L

+18.2M+5.07%

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/A256.9M

72.9%

2Consumer Electronics12.9M

3.7%

3Semiconductors10.6M

3.0%

Top Industries by Stock Count

1N/A134 stocks

66.0%

2Drug Manufacturers - General4 stocks

2.0%

3Software - Infrastructure4 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR65.1K shares0.11%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T113.5K shares2.58%2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T32.3K shares-0.68%2026-03-312026-04-17

BKLC BNY MELLON ETF TRUST145.9K shares-1.15%2026-03-312026-04-17

INVESCO QQQ TR INVESCO QQQ TR29.3K shares-1.54%2026-03-312026-04-17

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL30.5K shares-3.04%2026-03-312026-04-17

AAPL APPLE INC50.7K shares-0.50%2026-03-312026-04-17

AMZN AMAZON COM INC49.9K shares-0.82%2026-03-312026-04-17

Sponsored

NVDA NVIDIA CORPORATION57.5K shares0.21%2026-03-312026-04-17

GLD SPDR GOLD TR21.4K shares-1.62%2026-03-312026-04-17

VYM VANGUARD WHITEHALL FDS57.7K shares1.82%2026-03-312026-04-17

ALPHABET INC ALPHABET INC28.3K shares-1.47%2026-03-312026-04-17

IGM ISHARES TR67.8K shares0.43%2026-03-312026-04-17

VIG VANGUARD SPECIALIZED FUNDS30.9K shares3.08%2026-03-312026-04-17

GRID FIRST TR EXCHANGE-TRADED FD38.3K shares5.84%2026-03-312026-04-17

IYW ISHARES TR31.4K shares-1.62%2026-03-312026-04-17

Sponsored

USMV ISHARES TR58.4K shares0.75%2026-03-312026-04-17

LLY ELI LILLY & CO5.6K shares0.45%2026-03-312026-04-17

AIRR FIRST TR EXCHANGE TRADED FD45.5K shares-4.96%2026-03-312026-04-17

ICSH ISHARES TR98.8K shares2.90%2026-03-312026-04-17

VTI VANGUARD INDEX FDS14.8K shares-1.33%2026-03-312026-04-17

MSFT MICROSOFT CORP12.7K shares2.39%2026-03-312026-04-17

EMR EMERSON ELEC CO35.7K shares-0.12%2026-03-312026-04-17

PAVE GLOBAL X FDS89.8K shares6.49%2026-03-312026-04-17

Sponsored

BTT BLACKROCK MUN TARGET TERM TR195.9K shares3.09%2026-03-312026-04-17

XLI SELECT SECTOR SPDR TR24.0K shares0.97%2026-03-312026-04-17

IWM ISHARES TR15.5K shares-18.79%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T76.9K shares6.57%2026-03-312026-04-17

FDN FIRST TR EXCHANGE-TRADED FD13.2K shares-1.71%2026-03-312026-04-17

JPM JPMORGAN CHASE & CO10.5K shares1.44%2026-03-312026-04-17

ALPS ETF TR ALPS ETF TR56.4K shares3.99%2026-03-312026-04-17

ABBV ABBVIE INC13.1K shares0.65%2026-03-312026-04-17

Sponsored

FGD FIRST TR EXCHANGE-TRADED FD86.2K shares12.93%2026-03-312026-04-17

MA MASTERCARD INCORPORATED5.5K shares0.27%2026-03-312026-04-17

XOM EXXON MOBIL CORP16.1K shares2.45%2026-03-312026-04-17

MDY STATE STR SPDR S&P MIDCAP 404.4K shares0.18%2026-03-312026-04-17

META META PLATFORMS INC4.4K shares1.61%2026-03-312026-04-17

IVE ISHARES TR11.9K shares-0.11%2026-03-312026-04-17

IWF ISHARES TR5.9K shares-0.46%2026-03-312026-04-17

ALPHABET INC ALPHABET INC8.7K shares-0.86%2026-03-312026-04-17

Sponsored

AIVL WISDOMTREE TR21.1K shares0.01%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II33.2K shares0.87%2026-03-312026-04-17

DVY ISHARES TR15.4K shares-0.10%2026-03-312026-04-17

SHLD GLOBAL X FDS29.2K shares14.09%2026-03-312026-04-17

ISHARES GOLD TR ISHARES GOLD TR23.4K shares-6.86%2026-03-312026-04-17

PLPC PREFORMED LINE PRODS CO7.6K shares-4.99%2026-03-312026-04-17

MADE ISHARES TR60.1K shares0.17%2026-03-312026-04-17

VBF INVESCO BD FD131.1K shares-1.03%2026-03-312026-04-17

Sponsored

NFLX NETFLIX INC.20.3K shares4.89%2026-03-312026-04-17

DIA STATE STR SPDR DOW JONES IND4.2K shares0.12%2026-03-312026-04-17

TSLA TESLA INC4.9K shares-2.40%2026-03-312026-04-17

JMST J P MORGAN EXCHANGE TRADED F35.1K shares15.39%2026-03-312026-04-17

FPE FIRST TR EXCH TRADED FD III99.2K shares7.94%2026-03-312026-04-17

RSPS INVESCO EXCHANGE TRADED FD T58.7K shares-2.07%2026-03-312026-04-17

FSIG FIRST TR EXCHANGE-TRADED FD88.6K shares19.36%2026-03-312026-04-17

NOBL PROSHARES TR15.5K shares-2.77%2026-03-312026-04-17

Sponsored

DLN WISDOMTREE TR18.2K shares-0.52%2026-03-312026-04-17

QQEW FIRST TR EXCHANGE-TRADED FD12.7K shares-42.06%2026-03-312026-04-17

V VISA INC5.3K shares11.74%2026-03-312026-04-17

BROADCOM INC BROADCOM INC5.1K shares6.16%2026-03-312026-04-17

FBND FIDELITY MERRIMACK STR TR34.8K shares12.11%2026-03-312026-04-17

DGRW WISDOMTREE TR16.6K shares0.12%2026-03-312026-04-17

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS2.4K shares15.70%2026-03-312026-04-17

Sponsored

SCHD SCHWAB STRATEGIC TR45.7K shares2.97%2026-03-312026-04-17

ROKT SPDR SERIES TRUST14.0K shares-16.37%2026-03-312026-04-17

SMH VANECK ETF TRUST3.6K sharesnew addition2026-03-312026-04-17

DTE DTE ENERGY CO9.2K shares26.92%2026-03-312026-04-17

RSHO TEMA ETF TRUST27.0K shares1.88%2026-03-312026-04-17

TRFK PACER FDS TR20.5K shares-1.24%2026-03-312026-04-17

IVOO VANGUARD ADMIRAL FDS INC10.5K shares-3.77%2026-03-312026-04-17

XAR SPDR SERIES TRUST4.7K shares30.89%2026-03-312026-04-17

Sponsored

PG PROCTER & GAMBLE CO8.0K shares0.29%2026-03-312026-04-17

HYD VANECK ETF TRUST22.1K shares11.26%2026-03-312026-04-17

FUMB FIRST TR EXCH TRADED FD III54.8K shares23.75%2026-03-312026-04-17

GOVI INVESCO EXCH TRADED FD TR II39.2K sharesnew addition2026-03-312026-04-17

STWD STARWOOD PPTY TR INC60.1K shares16.50%2026-03-312026-04-17

QLD PROSHARES TR16.8K shares90.42%2026-03-312026-04-17

VO VANGUARD INDEX FDS3.6K shares0.00%2026-03-312026-04-17

SHV ISHARES TR9.0K sharesnew addition2026-03-312026-04-17

Sponsored

VRT VERTIV HOLDINGS CO3.9K shares-11.71%2026-03-312026-04-17

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR27.1K shares-3.69%2026-03-312026-04-17

MCD MCDONALDS CORP3.1K shares0.91%2026-03-312026-04-17

CIBR FIRST TR EXCHANGE-TRADED FD15.3K shares-5.68%2026-03-312026-04-17

HDV ISHARES TR7.1K shares174.03%2026-03-312026-04-17

APH AMPHENOL CORP7.4K shares-18.13%2026-03-312026-04-17

FTCS FIRST TR EXCHANGE-TRADED FD9.6K shares-1.77%2026-03-312026-04-17

FITE SPDR SERIES TRUST10.3K shares-3.74%2026-03-312026-04-17

Sponsored

PSL INVESCO EXCHANGE TRADED FD T8.1K shares-2.89%2026-03-312026-04-17

ITA ISHARES TR3.9K shares4.21%2026-03-312026-04-17

LAM RESEARCH CORP LAM RESEARCH CORP3.8K shares0.00%2026-03-312026-04-17

GS GOLDMAN SACHS GROUP INC964 shares13.55%2026-03-312026-04-17

UTWO RBB FD INC16.6K shares-3.90%2026-03-312026-04-17

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II21.2K shares34.04%2026-03-312026-04-17

PWR QUANTA SVCS INC1.3K shares5.83%2026-03-312026-04-17

COST COSTCO WHOLESALE CORPORATION720 shares2.56%2026-03-312026-04-17

Sponsored

NUKZ EXCHANGE TRADED CONCEPTS TRU10.6K shares3.23%2026-03-312026-04-17

ITOT ISHARES TR4.9K shares-0.33%2026-03-312026-04-17

WUGI INVESTMENT MANAGERS SER TR I10.5K shares-0.73%2026-03-312026-04-17

KXI ISHARES TR10.3K shares0.00%2026-03-312026-04-17

RDVY FIRST TR EXCHANGE TRADED FD9.8K shares-67.06%2026-03-312026-04-17

XLV SELECT SECTOR SPDR TR4.6K shares-18.03%2026-03-312026-04-17

ABT ABBOTT LABORATORIES6.5K shares0.00%2026-03-312026-04-17

PEP PEPSICO INC4.2K shares0.91%2026-03-312026-04-17

Sponsored

JNJ JOHNSON & JOHNSON2.7K shares12.17%2026-03-312026-04-17

SDY SPDR SERIES TRUST4.4K shares-1.90%2026-03-312026-04-17

VLO VALERO ENERGY CORP2.6K shares9.13%2026-03-312026-04-17

T AT&T INC21.6K shares32.42%2026-03-312026-04-17

MU MICRON TECHNOLOGY INC1.9K shares2.78%2026-03-312026-04-17

SPHQ INVESCO EXCHANGE TRADED FD T8.3K shares-0.60%2026-03-312026-04-17

PDP INVESCO EXCHANGE TRADED FD T5.1K shares-2.75%2026-03-312026-04-17

ORLY OREILLY AUTOMOTIVE INC6.7K shares18.68%2026-03-312026-04-17

Sponsored

XLK SELECT SECTOR SPDR TR4.6K shares0.00%2026-03-312026-04-17

SUSA ISHARES TR4.6K shares0.02%2026-03-312026-04-17

CAT CATERPILLAR INC840 shares0.12%2026-03-312026-04-17

MUB ISHARES TR5.4K shares26.31%2026-03-312026-04-17

IJR ISHARES TR4.6K shares0.00%2026-03-312026-04-17

EME EMCOR GROUP INC765 shares4.65%2026-03-312026-04-17

VGT VANGUARD WORLD FD786 shares0.00%2026-03-312026-04-17

IVW ISHARES TR4.8K shares-7.50%2026-03-312026-04-17

Sponsored

IWD ISHARES TR2.5K shares1.37%2026-03-312026-04-17

PSF COHEN & STEERS SELECT PFD &27.3K shares6.77%2026-03-312026-04-17

SPG SIMON PPTY GROUP INC NEW2.8K sharesnew addition2026-03-312026-04-17

WMT WALMART INC4.1K shares4.55%2026-03-312026-04-17

SCHI SCHWAB STRATEGIC TR22.7K shares18.27%2026-03-312026-04-17

SCYB SCHWAB STRATEGIC TR19.7K shares6.10%2026-03-312026-04-17

AES AES CORP36.4K shares22.32%2026-03-312026-04-17

RTX RTX CORPORATION2.6K shares-16.05%2026-03-312026-04-17

Sponsored

CEF SPROTT ASSET MANAGEMENT LP10.4K shares-36.68%2026-03-312026-04-17

AMAT APPLIED MATLS INC1.4K shares24.85%2026-03-312026-04-17

TDIV FIRST TR EXCHANGE TRADED FD5.2K shares0.08%2026-03-312026-04-17

HIG HARTFORD INSURANCE GROUP INC3.6K shares72.69%2026-03-312026-04-17

XLF SELECT SECTOR SPDR TR9.6K shares-18.94%2026-03-312026-04-17

PFFD GLOBAL X FDS25.7K shares0.00%2026-03-312026-04-17

IBMO ISHARES TR17.6K shares7.19%2026-03-312026-04-17

IGSB ISHARES TR8.4K shares-5.45%2026-03-312026-04-17

Sponsored

GE AEROSPACE GE AEROSPACE1.5K shares-21.62%2026-03-312026-04-17

HD HOME DEPOT INC1.3K shares-1.08%2026-03-312026-04-17

IRM IRON MTN INC DEL4.1K shares-3.75%2026-03-312026-04-17

IBM INTERNATIONAL BUSINESS MACHS1.7K shares47.35%2026-03-312026-04-17

FXR FIRST TR EXCHANGE-TRADED FD5.1K shares7.83%2026-03-312026-04-17

IBMP ISHARES TR16.3K shares7.46%2026-03-312026-04-17

CVX CHEVRON CORPORATION2.0K shares47.83%2026-03-312026-04-17

AIQ GLOBAL X FDS8.7K shares11.31%2026-03-312026-04-17

Sponsored

SPYM SPDR SERIES TRUST5.3K sharesnew addition2026-03-312026-04-17

VUG VANGUARD INDEX FDS915 shares-32.42%2026-03-312026-04-17

MOAT VANECK ETF TRUST4.1K shares-8.86%2026-03-312026-04-17

MTUM ISHARES TR1.6K shares-4.35%2026-03-312026-04-17

IVZ INVESCO LTD16.3K sharesnew addition2026-03-312026-04-17

BLACKROCK INC BLACKROCK INC407 shares85.00%2026-03-312026-04-17

IDOG ALPS ETF TR9.4K sharesnew addition2026-03-312026-04-17

UNP UNION PAC CORP1.6K shares46.65%2026-03-312026-04-17

Sponsored

BAC BANK AMERICA CORP7.9K shares0.15%2026-03-312026-04-17

VEEV VEEVA SYS INC2.1K shares-8.02%2026-03-312026-04-17

SO SOUTHERN CO3.8K shares10.83%2026-03-312026-04-17

VALQ AMERICAN CENTY ETF TR5.6K shares-1.19%2026-03-312026-04-17

PHYS SPROTT ASSET MANAGEMENT LP10.2K shares-20.94%2026-03-312026-04-17

IBMQ ISHARES TR14.1K shares4.40%2026-03-312026-04-17

REGL PROSHARES TR4.1K shares0.27%2026-03-312026-04-17

LDOS LEIDOS HOLDINGS INC2.3K shares-15.84%2026-03-312026-04-17

Sponsored

FXU FIRST TR EXCHANGE-TRADED FD7.1K sharesnew addition2026-03-312026-04-17

PRN INVESCO EXCHANGE TRADED FD T1.8K shares-0.56%2026-03-312026-04-17

ILCV ISHARES TR3.7K shares0.00%2026-03-312026-04-17

FTC FIRST TR EXCHANGE-TRADED ALP2.2K shares0.00%2026-03-312026-04-17

RNP COHEN & STEERS REIT & PFD &16.9K shares-6.35%2026-03-312026-04-17

UTF COHEN & STEERS INFRASTRUCTUR12.9K shares0.08%2026-03-312026-04-17

YUM YUM BRANDS INC2.1K shares0.00%2026-03-312026-04-17

BSMT INVESCO EXCH TRD SLF IDX FD14.3K shares6.93%2026-03-312026-04-17

Sponsored

AMGN AMGEN INC929 shares1.42%2026-03-312026-04-17

RCKY ROCKY BRANDS INC8.4K shares-8.70%2026-03-312026-04-17

XLE SELECT SECTOR SPDR TR5.2K shares-2.33%2026-03-312026-04-17

PLTR PALANTIR TECHNOLOGIES INC2.2K sharesnew addition2026-03-312026-04-17

NUV NUVEEN MUN VALUE FD INC35.2K shares0.00%2026-03-312026-04-17

SCHB SCHWAB STRATEGIC TR12.6K shares0.06%2026-03-312026-04-17

MQY BLACKROCK MUNIYILD QULT FD I28.0K shares0.00%2026-03-312026-04-17

MISL FIRST TR EXCHANGE-TRADED FD6.9K sharesnew addition2026-03-312026-04-17

Sponsored

KO COCA COLA CO3.9K shares14.22%2026-03-312026-04-17

CLH CLEAN HARBORS INC1.0K shares-0.96%2026-03-312026-04-17

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.2K shares0.11%2026-03-312026-04-17

FXO FIRST TR EXCHANGE-TRADED FD5.3K shares53.35%2026-03-312026-04-17

PHO INVESCO EXCHANGE TRADED FD T4.4K shares0.00%2026-03-312026-04-17

PANW PALO ALTO NETWORKS INC1.8K shares-46.75%2026-03-312026-04-17

RFI COHEN & STEERS TOTAL RETURN25.9K shares-62.02%2026-03-312026-04-17

AEP AMERICAN ELEC PWR CO INC2.2K shares-1.41%2026-03-312026-04-17

Sponsored

VIS VANGUARD WORLD FD900 shares0.00%2026-03-312026-04-17

GLDM WORLD GOLD TR2.9K shares2.08%2026-03-312026-04-17

VXUS VANGUARD STAR FDS3.5K shares20.48%2026-03-312026-04-17

VZ VERIZON COMMUNICATIONS INC5.4K sharesnew addition2026-03-312026-04-17

SCHX SCHWAB STRATEGIC TR10.5K shares0.22%2026-03-312026-04-17

CVS CVS HEALTH CORP3.8K shares0.56%2026-03-312026-04-17

QUAL ISHARES TR1.4K shares0.07%2026-03-312026-04-17

QTEC FIRST TR EXCHANGE-TRADED FD1.2K shares-41.22%2026-03-312026-04-17

Sponsored

BIL SPDR SERIES TRUST2.9K shares2.32%2026-03-312026-04-17

IYC ISHARES TR2.7K shares-21.97%2026-03-312026-04-17

AGG ISHARES TR2.6K shares-15.60%2026-03-312026-04-17

VOT VANGUARD INDEX FDS997 shares0.00%2026-03-312026-04-17

LMT LOCKHEED MARTIN CORP414 shares-0.72%2026-03-312026-04-17

NXP NUVEEN SELECT TAX-FREE INCOM17.4K shares0.08%2026-03-312026-04-17

XLP SELECT SECTOR SPDR TR2.9K shares0.03%2026-03-312026-04-17

IEFA ISHARES TR2.5K shares-10.20%2026-03-312026-04-17

Sponsored

ONON ON HLDG AG6.6K shares-4.07%2026-03-312026-04-17

PVI INVESCO EXCH TRADED FD TR II9.1K shares0.49%2026-03-312026-04-17

PMM PUTNAM MANAGED MUN INCOME TR36.5K shares7.35%2026-03-312026-04-17

PZA INVESCO EXCH TRADED FD TR II9.7K sharesnew addition2026-03-312026-04-17

CRWD CROWDSTRIKE HLDGS INC571 shares12.85%2026-03-312026-04-17

VGM INVESCO TR INVT GRADE MUNS22.5K shares0.00%2026-03-312026-04-17

LEO BNY MELLON STRATEGIC MUNS IN35.3K shares0.00%2026-03-312026-04-17

RQI COHEN & STEERS QUALITY INCOM18.3K shares-5.19%2026-03-312026-04-17

Sponsored

WM WASTE MGMT INC DEL951 shares0.00%2026-03-312026-04-17

EATON CORP PLC EATON CORP PLC609 sharesnew addition2026-03-312026-04-17

MSCI MSCI INC398 shares-1.97%2026-03-312026-04-17

IBMR ISHARES TR8.2K sharesnew addition2026-03-312026-04-17

IBMS ISHARES TR8.0K sharesnew addition2026-03-312026-04-17

OKE ONEOK INC NEW2.3K sharesnew addition2026-03-312026-04-17

DHR DANAHER CORP DEL1.1K shares2.59%2026-03-312026-04-17

VOOG VANGUARD ADMIRAL FDS INC497 shares-38.34%2026-03-312026-04-17

Sponsored

PSX PHILLIPS 661.1K sharesnew addition2026-03-312026-04-17

HTGC HERCULES CAPITAL INC12.0K shares0.00%2026-03-312026-04-17

EXG EATON VANCE TAX-MANAGED GLOB16.7K shares0.00%2026-03-312026-04-17

SPFF GLOBAL X FDS10.0K shares0.00%2026-03-312026-04-17

ABR ARBOR REALTY TRUST INC11.0K shares3.29%2026-03-312026-04-17

IVV

ISHARES TR

0.11%

Shares65.1K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

2.58%

Shares113.5K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-0.68%

Shares32.3K

Event2026-03-31

Filed2026-04-17

BKLC

BNY MELLON ETF TRUST

-1.15%

Shares145.9K

Event2026-03-31

Filed2026-04-17

INVESCO QQQ TR

-1.54%

Shares29.3K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-3.04%

Shares30.5K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-0.50%

Shares50.7K

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-0.82%

Shares49.9K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

0.21%

Shares57.5K

Event2026-03-31

Filed2026-04-17

GLD

SPDR GOLD TR

-1.62%

Shares21.4K

Event2026-03-31

Filed2026-04-17

VYM

VANGUARD WHITEHALL FDS

1.82%

Shares57.7K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-1.47%

Shares28.3K

Event2026-03-31

Filed2026-04-17

IGM

ISHARES TR

0.43%

Shares67.8K

Event2026-03-31

Filed2026-04-17

VIG

VANGUARD SPECIALIZED FUNDS

3.08%

Shares30.9K

Event2026-03-31

Filed2026-04-17

GRID

FIRST TR EXCHANGE-TRADED FD

5.84%

Shares38.3K

Event2026-03-31

Filed2026-04-17

IYW

ISHARES TR

-1.62%

Shares31.4K

Event2026-03-31

Filed2026-04-17

USMV

ISHARES TR

0.75%

Shares58.4K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

0.45%

Shares5.6K

Event2026-03-31

Filed2026-04-17

AIRR

FIRST TR EXCHANGE TRADED FD

-4.96%

Shares45.5K

Event2026-03-31

Filed2026-04-17

ICSH

ISHARES TR

2.90%

Shares98.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-1.33%

Shares14.8K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

2.39%

Shares12.7K

Event2026-03-31

Filed2026-04-17

EMR

EMERSON ELEC CO

-0.12%

Shares35.7K

Event2026-03-31

Filed2026-04-17

PAVE

GLOBAL X FDS

6.49%

Shares89.8K

Event2026-03-31

Filed2026-04-17

BTT

BLACKROCK MUN TARGET TERM TR

3.09%

Shares195.9K

Event2026-03-31

Filed2026-04-17

XLI

SELECT SECTOR SPDR TR

0.97%

Shares24.0K

Event2026-03-31

Filed2026-04-17

IWM

ISHARES TR

-18.79%

Shares15.5K

Event2026-03-31

Filed2026-04-17

INVESCO EXCHANGE TRADED FD T

6.57%

Shares76.9K

Event2026-03-31

Filed2026-04-17

FDN

FIRST TR EXCHANGE-TRADED FD

-1.71%

Shares13.2K

Event2026-03-31

Filed2026-04-17

JPM

JPMORGAN CHASE & CO

1.44%

Shares10.5K

Event2026-03-31

Filed2026-04-17

ALPS ETF TR

3.99%

Shares56.4K

Event2026-03-31

Filed2026-04-17

ABBV

ABBVIE INC

0.65%

Shares13.1K

Event2026-03-31

Filed2026-04-17

FGD

FIRST TR EXCHANGE-TRADED FD

12.93%

Shares86.2K

Event2026-03-31

Filed2026-04-17

MASTERCARD INCORPORATED

0.27%

Shares5.5K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

2.45%

Shares16.1K

Event2026-03-31

Filed2026-04-17

MDY

STATE STR SPDR S&P MIDCAP 40

0.18%

Shares4.4K

Event2026-03-31

Filed2026-04-17