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The Analysis of Wealthcare Advisory Partners LLC's Holdings & P&L

Currently, Wealthcare Advisory Partners LLC holds 1073 types of securities in its portfolio with a total value $5.1B. In the most recent quarter, they have increased their positions in FSEP (+733.9K shares, valued at $36.9M), IEF (+304.6K shares, valued at $29.1M), VTI (+55.8K shares, valued at $17.9M); decreased their positions in N/A (-47.0K shares, valued at $28.1M), DFAC (-592.0K shares, valued at $23.0M), IWY (-43.9K shares, valued at $10.9M); initiated new positions in FSEP (+733.9K shares, valued at $36.9M), QSPT (+547.8K shares, valued at $16.8M), WCN (+22.8K shares, valued at $3.7M).

1M P&L

+124.2M+2.43%

3M P&L

+11.7M+0.23%

HY P&L

+260.3M+5.24%

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/A4.1B

83.9%

2Semiconductors92.7M

1.9%

3Consumer Electronics66.7M

1.4%

Top Industries by Stock Count

1N/A649 stocks

64.1%

2Software - Application18 stocks

1.8%

3Asset Management15 stocks

1.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYM SPDR SERIES TRUST4.5M shares4.93%2026-03-312026-04-14

SPTM SPDR SERIES TRUST2.6M shares1.76%2026-03-312026-04-14

VTI VANGUARD INDEX FDS411.3K shares15.69%2026-03-312026-04-14

STIP ISHARES TR1.2M shares5.30%2026-03-312026-04-14

SPY STATE STR SPDR S&P 500 ETF T168.6K shares-2.08%2026-03-312026-04-14

IEF ISHARES TR1.1M shares39.69%2026-03-312026-04-14

SPSM SPDR SERIES TRUST1.8M shares4.43%2026-03-312026-04-14

SPAB SPDR SERIES TRUST3.0M shares7.76%2026-03-312026-04-14

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SPMD SPDR SERIES TRUST1.2M shares6.10%2026-03-312026-04-14

FBND FIDELITY MERRIMACK STR TR1.5M shares1.31%2026-03-312026-04-14

NVDA NVIDIA CORPORATION394.3K shares-6.48%2026-03-312026-04-14

AAPL APPLE INC262.7K shares-1.70%2026-03-312026-04-14

SPDW SPDR INDEX SHS FDS1.4M shares8.86%2026-03-312026-04-14

VANGUARD INDEX FDS VANGUARD INDEX FDS102.3K shares-31.49%2026-03-312026-04-14

VYM VANGUARD WHITEHALL FDS396.9K shares24.28%2026-03-312026-04-14

INVESCO QQQ TR INVESCO QQQ TR96.5K shares-0.17%2026-03-312026-04-14

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE1.3M shares5.62%2026-03-312026-04-14

MUB ISHARES TR522.2K shares-2.11%2026-03-312026-04-14

NTSX WISDOMTREE TR988.1K shares5.94%2026-03-312026-04-14

IVV ISHARES TR67.2K shares0.43%2026-03-312026-04-14

SGOV ISHARES TR430.6K shares10.67%2026-03-312026-04-14

AGG ISHARES TR405.5K shares4.99%2026-03-312026-04-14

DBEF DBX ETF TR794.8K shares3.83%2026-03-312026-04-14

MSFT MICROSOFT CORP105.1K shares0.11%2026-03-312026-04-14

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SCHP SCHWAB STRATEGIC TR1.4M shares-0.58%2026-03-312026-04-14

VEA VANGUARD TAX-MANAGED FDS581.3K shares0.72%2026-03-312026-04-14

DFAC DIMENSIONAL ETF TRUST956.9K shares-38.22%2026-03-312026-04-14

FSEP FIRST TR EXCHNG TRADED FD VI733.9K sharesnew addition2026-03-312026-04-14

COWZ PACER FDS TR587.0K shares3.31%2026-03-312026-04-14

AVUV AMERICAN CENTY ETF TR315.0K shares-5.50%2026-03-312026-04-14

SCZ ISHARES TR406.2K shares0.61%2026-03-312026-04-14

VEU VANGUARD INTL EQUITY INDEX F391.1K shares17.52%2026-03-312026-04-14

Sponsored

SHM SPDR SERIES TRUST600.6K shares-2.73%2026-03-312026-04-14

IBDU ISHARES TR1.2M shares3.25%2026-03-312026-04-14

JPIE J P MORGAN EXCHANGE TRADED F595.2K shares11.72%2026-03-312026-04-14

CGGR CAPITAL GROUP GROWTH ETF647.7K shares5.82%2026-03-312026-04-14

PYLD PIMCO ETF TR983.1K shares22.73%2026-03-312026-04-14

AMZN AMAZON COM INC122.8K shares6.21%2026-03-312026-04-14

JEPI J P MORGAN EXCHANGE TRADED F417.8K shares47.20%2026-03-312026-04-14

VTV VANGUARD INDEX FDS120.5K shares-0.78%2026-03-312026-04-14

Sponsored

MBB ISHARES TR235.8K shares46.82%2026-03-312026-04-14

TFI SPDR SERIES TRUST489.1K shares-9.37%2026-03-312026-04-14

SCHD SCHWAB STRATEGIC TR717.3K shares-15.70%2026-03-312026-04-14

VIG VANGUARD SPECIALIZED FUNDS101.0K shares-9.80%2026-03-312026-04-14

MGV VANGUARD WORLD FD149.2K shares1.27%2026-03-312026-04-14

MOAT VANECK ETF TRUST219.4K shares2.62%2026-03-312026-04-14

SMMD ISHARES TR271.8K shares4.54%2026-03-312026-04-14

IJH ISHARES TR306.6K shares-4.84%2026-03-312026-04-14

Sponsored

JPM JPMORGAN CHASE & CO69.8K shares-0.27%2026-03-312026-04-14

ANGL VANECK ETF TRUST688.8K shares2.60%2026-03-312026-04-14

PULS PGIM ETF TR396.7K shares24.69%2026-03-312026-04-14

DFIC DIMENSIONAL ETF TRUST550.2K shares-27.41%2026-03-312026-04-14

CGXU CAPITAL GROUP INTL FOCUS EQT652.9K shares5.70%2026-03-312026-04-14

PHYS SPROTT ASSET MANAGEMENT LP539.0K shares6.43%2026-03-312026-04-14

EMXC ISHARES INC238.2K shares7.29%2026-03-312026-04-14

QQQM INVESCO EXCH TRADED FD TR II77.0K shares5.43%2026-03-312026-04-14

Sponsored

IJR ISHARES TR145.6K shares-23.27%2026-03-312026-04-14

FTSD FRANKLIN ETF TR199.3K shares3809.49%2026-03-312026-04-14

XOM EXXON MOBIL CORP106.6K shares-12.25%2026-03-312026-04-14

USFR WISDOMTREE TR357.8K shares8.06%2026-03-312026-04-14

ALPHABET INC ALPHABET INC62.1K shares0.82%2026-03-312026-04-14

XT ISHARES TR255.8K shares1.09%2026-03-312026-04-14

HD HOME DEPOT INC52.6K shares18.35%2026-03-312026-04-14

CAOS EA SERIES TRUST186.8K shares-5.61%2026-03-312026-04-14

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IWB ISHARES TR47.4K shares6.66%2026-03-312026-04-14

QSPT FIRST TR EXCHNG TRADED FD VI547.8K sharesnew addition2026-03-312026-04-14

CGCP CAPITAL GRP FIXED INCM ETF T748.5K shares13.39%2026-03-312026-04-14

DFUS DIMENSIONAL ETF TRUST229.0K shares247.39%2026-03-312026-04-14

BROADCOM INC BROADCOM INC52.3K shares2.46%2026-03-312026-04-14

GSY INVESCO ACTIVELY MANAGED EXC314.4K shares13.06%2026-03-312026-04-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T81.9K shares0.00%2026-03-312026-04-14

JAAA JANUS DETROIT STR TR311.3K shares8.49%2026-03-312026-04-14

Sponsored

VO VANGUARD INDEX FDS54.5K shares0.71%2026-03-312026-04-14

GLDM WORLD GOLD TR163.7K shares-5.25%2026-03-312026-04-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL31.0K shares-4.65%2026-03-312026-04-14

TSLA TESLA INC40.0K shares8.36%2026-03-312026-04-14

SCHG SCHWAB STRATEGIC TR497.9K shares1.24%2026-03-312026-04-14

IGE ISHARES TR230.1K shares84.51%2026-03-312026-04-14

NTSI WISDOMTREE TR297.4K shares0.38%2026-03-312026-04-14

SLV ISHARES SILVER TR191.5K shares2.03%2026-03-312026-04-14

Sponsored

ALPHABET INC ALPHABET INC45.0K shares0.06%2026-03-312026-04-14

GLD SPDR GOLD TR29.8K shares0.01%2026-03-312026-04-14

VRIG INVESCO ACTIVELY MANAGED EXC509.9K shares-0.47%2026-03-312026-04-14

SDVY FIRST TR EXCHANGE TRADED FD318.7K shares1.79%2026-03-312026-04-14

BKLN INVESCO EXCH TRADED FD TR II606.6K shares-41.87%2026-03-312026-04-14

SUB ISHARES TR116.1K shares21.39%2026-03-312026-04-14

V VISA INC40.4K shares-2.22%2026-03-312026-04-14

FAUG FIRST TR EXCHNG TRADED FD VI235.0K shares6.76%2026-03-312026-04-14

Sponsored

RWL INVESCO EXCH TRADED FD TR II105.1K shares15.00%2026-03-312026-04-14

SPYG SPDR SERIES TRUST122.5K shares1.21%2026-03-312026-04-14

EFA ISHARES TR122.6K shares0.21%2026-03-312026-04-14

IEFA ISHARES TR127.8K shares5.38%2026-03-312026-04-14

ABBV ABBVIE INC52.7K shares-24.07%2026-03-312026-04-14

TBLL INVESCO EXCH TRADED FD TR II108.0K shares2.33%2026-03-312026-04-14

IXUS ISHARES TR130.8K shares39.03%2026-03-312026-04-14

CAT CATERPILLAR INC15.8K shares-1.29%2026-03-312026-04-14

Sponsored

SPYV SPDR SERIES TRUST194.2K shares3.00%2026-03-312026-04-14

META META PLATFORMS INC19.0K shares6.83%2026-03-312026-04-14

WINN HARBOR ETF TRUST389.8K shares-0.03%2026-03-312026-04-14

BALT INNOVATOR ETFS TRUST315.7K shares-36.79%2026-03-312026-04-14

USRT ISHARES TR177.1K shares75.93%2026-03-312026-04-14

PAVE GLOBAL X FDS204.3K shares-0.43%2026-03-312026-04-14

IFRA ISHARES TR180.8K shares14.98%2026-03-312026-04-14

RSBA TIDAL TRUST II496.0K shares76.25%2026-03-312026-04-14

Sponsored

DGRW WISDOMTREE TR116.2K shares-2.57%2026-03-312026-04-14

QUAL ISHARES TR52.2K shares-14.94%2026-03-312026-04-14

JNJ JOHNSON & JOHNSON40.9K shares-45.57%2026-03-312026-04-14

RSPN INVESCO EXCHANGE TRADED FD T173.6K shares0.80%2026-03-312026-04-14

SCHX SCHWAB STRATEGIC TR388.6K shares-1.86%2026-03-312026-04-14

DRSK ETF SER SOLUTIONS364.4K shares-9.65%2026-03-312026-04-14

RDVY FIRST TR EXCHANGE TRADED FD144.8K shares3.30%2026-03-312026-04-14

SMH VANECK ETF TRUST25.6K shares-8.99%2026-03-312026-04-14

Sponsored

VB VANGUARD INDEX FDS37.1K shares4.31%2026-03-312026-04-14

IWD ISHARES TR45.2K shares-3.78%2026-03-312026-04-14

LLY ELI LILLY & CO10.3K shares-4.98%2026-03-312026-04-14

GSIE GOLDMAN SACHS ETF TR216.4K shares0.84%2026-03-312026-04-14

FLQL FRANKLIN TEMPLETON ETF TR136.9K shares-0.73%2026-03-312026-04-14

REMX VANECK ETF TRUST104.5K shares133.97%2026-03-312026-04-14

IWF ISHARES TR21.5K shares3.52%2026-03-312026-04-14

AVXC AMERICAN CENTY ETF TR134.0K shares23.30%2026-03-312026-04-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP41.8K shares-0.99%2026-03-312026-04-14

TFC TRUIST FINL CORP193.9K shares-4.37%2026-03-312026-04-14

COST COSTCO WHOLESALE CORPORATION8.9K shares2.26%2026-03-312026-04-14

EFV ISHARES TR118.8K shares-14.36%2026-03-312026-04-14

IWY ISHARES TR34.8K shares-55.82%2026-03-312026-04-14

VUG VANGUARD INDEX FDS19.8K shares-44.33%2026-03-312026-04-14

GDE WISDOMTREE TR129.3K shares-4.76%2026-03-312026-04-14

XCEM COLUMBIA ETF TR II194.7K shares-0.41%2026-03-312026-04-14

Sponsored

GRID FIRST TR EXCHANGE-TRADED FD48.4K shares0.69%2026-03-312026-04-14

XLK SELECT SECTOR SPDR TR58.1K shares-12.60%2026-03-312026-04-14

XLI SELECT SECTOR SPDR TR47.6K shares0.54%2026-03-312026-04-14

CGUI CAPITAL GRP FIXED INCM ETF T301.0K shares49.16%2026-03-312026-04-14

PDI PIMCO DYNAMIC INCOME FD437.9K shares6.28%2026-03-312026-04-14

LMT LOCKHEED MARTIN CORP12.3K shares0.22%2026-03-312026-04-14

CVX CHEVRON CORPORATION35.1K shares6.58%2026-03-312026-04-14

JEPQ J P MORGAN EXCHANGE TRADED F128.1K shares-1.36%2026-03-312026-04-14

Sponsored

LOW LOWES COS INC29.9K shares-1.87%2026-03-312026-04-14

CAIE CALAMOS ETF TR280.6K shares4.72%2026-03-312026-04-14

SLYG SPDR SERIES TRUST71.5K shares-29.80%2026-03-312026-04-14

CGMU CAPITAL GRP FIXED INCM ETF T253.2K shares17.89%2026-03-312026-04-14

KBWB INVESCO EXCH TRADED FD TR II86.6K shares3.75%2026-03-312026-04-14

FLOT ISHARES TR134.4K shares13.62%2026-03-312026-04-14

HFGM TIDAL TRUST I213.5K shares795.86%2026-03-312026-04-14

VYMI VANGUARD WHITEHALL FDS71.4K shares-0.16%2026-03-312026-04-14

Sponsored

DGRO ISHARES TR95.8K shares4.72%2026-03-312026-04-14

XMHQ INVESCO EXCHANGE TRADED FD T64.9K shares2.97%2026-03-312026-04-14

VRP INVESCO EXCH TRADED FD TR II278.0K shares8.76%2026-03-312026-04-14

VGT VANGUARD WORLD FD9.5K shares0.87%2026-03-312026-04-14

RZV INVESCO EXCHANGE TRADED FD T51.9K shares-29.89%2026-03-312026-04-14

SMLF ISHARES TR85.3K shares2.32%2026-03-312026-04-14

IWM ISHARES TR25.7K shares38.86%2026-03-312026-04-14

ITOT ISHARES TR44.6K shares57.96%2026-03-312026-04-14

Sponsored

SPMO INVESCO EXCH TRADED FD TR II56.7K shares-0.72%2026-03-312026-04-14

CSCO CISCO SYS INC79.9K shares0.79%2026-03-312026-04-14

AMGN AMGEN INC17.3K shares-21.85%2026-03-312026-04-14

JSI JANUS DETROIT STR TR117.1K shares6.00%2026-03-312026-04-14

ACIO ETF SER SOLUTIONS142.6K shares-5.89%2026-03-312026-04-14

JMST J P MORGAN EXCHANGE TRADED F117.2K shares3.81%2026-03-312026-04-14

CGUS CAPITAL GROUP CORE EQUITY ET155.1K shares-2.13%2026-03-312026-04-14

HMOP HARTFORD FDS EXCHANGE TRADED152.9K shares10.43%2026-03-312026-04-14

Sponsored

SO SOUTHERN CO59.1K shares-0.37%2026-03-312026-04-14

FIW FIRST TR EXCHANGE-TRADED FD55.3K shares14.60%2026-03-312026-04-14

MU MICRON TECHNOLOGY INC16.9K shares-3.27%2026-03-312026-04-14

DIVO AMPLIFY ETF TR126.7K shares11.91%2026-03-312026-04-14

QQQJ INVESCO EXCH TRADED FD TR II156.5K shares1.40%2026-03-312026-04-14

IGLB ISHARES TR114.0K shares4.11%2026-03-312026-04-14

DSI ISHARES TR46.2K shares-2.45%2026-03-312026-04-14

UPS UNITED PARCEL SVCS INC56.4K shares-13.13%2026-03-312026-04-14

Sponsored

IBM INTERNATIONAL BUSINESS MACHS22.5K shares0.61%2026-03-312026-04-14

WM WASTE MGMT INC DEL23.8K shares2.13%2026-03-312026-04-14

XLE SELECT SECTOR SPDR TR88.0K shares0.28%2026-03-312026-04-14

VAW VANGUARD WORLD FD23.8K shares3.76%2026-03-312026-04-14

WMT WALMART INC43.2K shares-43.25%2026-03-312026-04-14

FVD FIRST TR EXCHANGE-TRADED FD114.0K shares-2.47%2026-03-312026-04-14

AIRR FIRST TR EXCHANGE TRADED FD47.6K shares24.35%2026-03-312026-04-14

QLD PROSHARES TR85.7K shares0.00%2026-03-312026-04-14

Sponsored

PG PROCTER & GAMBLE CO35.7K shares-0.02%2026-03-312026-04-14

BFC BANK FIRST CORP37.4K shares-0.59%2026-03-312026-04-14

BRK.A BERKSHIRE HATHAWAY INC DEL7 shares0.00%2026-03-312026-04-14

PSLV SPROTT ASSET MANAGEMENT LP205.8K shares-41.66%2026-03-312026-04-14

VOE VANGUARD INDEX FDS27.2K shares-2.04%2026-03-312026-04-14

GSEW GOLDMAN SACHS ETF TR58.8K shares0.91%2026-03-312026-04-14

SSO PROSHARES TR95.9K shares0.00%2026-03-312026-04-14

ARTY ISHARES TR105.3K shares-0.58%2026-03-312026-04-14

Sponsored

DIS DISNEY WALT CO50.7K shares-2.55%2026-03-312026-04-14

PLTR PALANTIR TECHNOLOGIES INC33.3K shares4.78%2026-03-312026-04-14

RTX RTX CORPORATION25.1K shares7.19%2026-03-312026-04-14

PFE PFIZER INC169.3K shares6.64%2026-03-312026-04-14

SCHB SCHWAB STRATEGIC TR189.1K shares-1.61%2026-03-312026-04-14

TMFC RBB FD INC71.5K shares3.24%2026-03-312026-04-14

WISDOMTREE TR WISDOMTREE TR123.2K shares893.86%2026-03-312026-04-14

DVY ISHARES TR30.1K shares10.38%2026-03-312026-04-14

Sponsored

BINC BLACKROCK ETF TRUST II87.7K shares6.34%2026-03-312026-04-14

VRT VERTIV HOLDINGS CO18.1K shares-11.01%2026-03-312026-04-14

CEF SPROTT ASSET MANAGEMENT LP94.8K shares127.15%2026-03-312026-04-14

NTSE WISDOMTREE TR113.7K shares-0.90%2026-03-312026-04-14

MA MASTERCARD INCORPORATED9.0K shares2.75%2026-03-312026-04-14

MERCK & CO INC MERCK & CO INC37.4K shares2.48%2026-03-312026-04-14

VZ VERIZON COMMUNICATIONS INC89.6K shares16.80%2026-03-312026-04-14

NFLX NETFLIX INC.46.6K shares1.24%2026-03-312026-04-14

Sponsored

RSPA INVESCO ACTIVELY MANAGED EXC89.5K shares18.61%2026-03-312026-04-14

BILS SPDR SERIES TRUST44.7K shares-1.38%2026-03-312026-04-14

TBIL RBB FD INC88.8K shares-7.17%2026-03-312026-04-14

XLU SELECT SECTOR SPDR TR96.2K shares92.87%2026-03-312026-04-14

SOXX ISHARES TR13.2K shares7.11%2026-03-312026-04-14

GPIX GOLDMAN SACHS ETF TR86.6K shares9.62%2026-03-312026-04-14

HON HONEYWELL INTL INC19.1K shares5.37%2026-03-312026-04-14

VNQ VANGUARD INDEX FDS47.9K shares-62.14%2026-03-312026-04-14

Sponsored

SPHQ INVESCO EXCHANGE TRADED FD T56.5K shares104.32%2026-03-312026-04-14

ARCC ARES CAPITAL CORP231.1K shares1.11%2026-03-312026-04-14

BIL SPDR SERIES TRUST45.3K shares-18.29%2026-03-312026-04-14

DTH WISDOMTREE TR76.6K shares-3.25%2026-03-312026-04-14

HTAB HARTFORD FDS EXCHANGE TRADED207.4K shares6.26%2026-03-312026-04-14

BUFR FIRST TR EXCHNG TRADED FD VI116.1K shares1.22%2026-03-312026-04-14

VBR VANGUARD INDEX FDS18.1K shares-5.46%2026-03-312026-04-14

FTSM FIRST TR EXCHANGE-TRADED FD65.2K shares-7.46%2026-03-312026-04-14

Sponsored

CARY ANGEL OAK FUNDS TRUST186.9K shares7.66%2026-03-312026-04-14

RSSB TIDAL TRUST II141.9K shares15.48%2026-03-312026-04-14

PFXF VANECK ETF TRUST218.7K shares2.71%2026-03-312026-04-14

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC34.1K shares0.21%2026-03-312026-04-14

IEMG ISHARES INC54.2K shares138.27%2026-03-312026-04-14

JPST J P MORGAN EXCHANGE TRADED F74.4K shares-0.14%2026-03-312026-04-14

VTEB VANGUARD MUN BD FDS75.1K shares-9.92%2026-03-312026-04-14

XLP SELECT SECTOR SPDR TR45.7K shares-8.43%2026-03-312026-04-14

Sponsored

MDYV SPDR SERIES TRUST43.8K shares-5.15%2026-03-312026-04-14

TYLD CAMBRIA ETF TR147.8K shares6.12%2026-03-312026-04-14

GE AEROSPACE GE AEROSPACE13.1K shares-16.18%2026-03-312026-04-14

KO COCA COLA CO48.8K shares6.33%2026-03-312026-04-14

WCN WASTE CONNECTIONS INC22.8K sharesnew addition2026-03-312026-04-14

MO ALTRIA GROUP INC56.1K shares27.39%2026-03-312026-04-14

KEY KEYCORP184.5K shares0.82%2026-03-312026-04-14

MCD MCDONALDS CORP11.9K shares6.53%2026-03-312026-04-14

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DFGP DIMENSIONAL ETF TRUST67.4K shares23.97%2026-03-312026-04-14

EPD ENTERPRISE PRODS PARTNERS L95.9K shares0.96%2026-03-312026-04-14

VNLA JANUS DETROIT STR TR74.0K shares9.36%2026-03-312026-04-14

VONG VANGUARD SCOTTSDALE FDS32.9K shares24.13%2026-03-312026-04-14

DES WISDOMTREE TR100.2K shares-2.71%2026-03-312026-04-14

IGSB ISHARES TR68.1K shares48.29%2026-03-312026-04-14

DFAI DIMENSIONAL ETF TRUST91.7K shares405.03%2026-03-312026-04-14

VOT VANGUARD INDEX FDS13.8K shares9.01%2026-03-312026-04-14

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FENI FIDELITY COVINGTON TRUST95.3K shares32.00%2026-03-312026-04-14

FDX FEDEX CORP10.0K shares0.02%2026-03-312026-04-14

CALF PACER FDS TR78.8K shares7.02%2026-03-312026-04-14

DFLV DIMENSIONAL ETF TRUST98.7K shares-3.59%2026-03-312026-04-14

AMD ADVANCED MICRO DEVICES INC17.2K shares5.78%2026-03-312026-04-14

VT VANGUARD INTL EQUITY INDEX F25.2K shares1.15%2026-03-312026-04-14

BAC BANK AMERICA CORP71.5K shares-1.98%2026-03-312026-04-14

HYD VANECK ETF TRUST69.4K shares15.59%2026-03-312026-04-14

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CMI CUMMINS INC6.5K shares-1.88%2026-03-312026-04-14

JPLD J P MORGAN EXCHANGE TRADED F66.5K shares5.55%2026-03-312026-04-14

AVRE AMERICAN CENTY ETF TR78.6K shares1.39%2026-03-312026-04-14

IBIT ISHARES BITCOIN TRUST ETF89.5K shares12.74%2026-03-312026-04-14

PH PARKER-HANNIFIN CORP3.8K shares-0.31%2026-03-312026-04-14

EEM ISHARES TR59.9K shares-2.51%2026-03-312026-04-14

MMM 3M CO23.4K shares0.50%2026-03-312026-04-14

GILD GILEAD SCIENCES INC24.3K shares24.52%2026-03-312026-04-14

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NEE NEXTERA ENERGY INC36.5K shares27.54%2026-03-312026-04-14

EATON CORP PLC EATON CORP PLC9.4K shares0.61%2026-03-312026-04-14

ISHARES GOLD TR ISHARES GOLD TR38.0K shares19.12%2026-03-312026-04-14

QTUM ETF SER SOLUTIONS31.1K shares2.81%2026-03-312026-04-14

DE DEERE & CO5.8K shares7.04%2026-03-312026-04-14

NOW SERVICENOW INC30.6K shares-16.30%2026-03-312026-04-14

UWM PROSHARES TR68.1K shares0.00%2026-03-312026-04-14

IUSG ISHARES TR20.4K shares-42.49%2026-03-312026-04-14

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ABT ABBOTT LABORATORIES30.2K shares1.36%2026-03-312026-04-14

GNT GAMCO NAT RES GOLD & INCOME368.2K shares-15.47%2026-03-312026-04-14

DON WISDOMTREE TR58.4K shares-0.89%2026-03-312026-04-14

SYK STRYKER CORPORATION9.3K shares-0.73%2026-03-312026-04-14

CGHM CAPITAL GRP FIXED INCM ETF T119.7K shares6.34%2026-03-312026-04-14

SHY ISHARES TR36.5K shares0.13%2026-03-312026-04-14

LMBS FIRST TR EXCHANGE-TRADED FD60.4K shares9.30%2026-03-312026-04-14

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW23.0K shares0.70%2026-03-312026-04-14

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DFSV DIMENSIONAL ETF TRUST85.7K shares-38.22%2026-03-312026-04-14

MS MORGAN STANLEY18.1K shares7.26%2026-03-312026-04-14

XMMO INVESCO EXCHANGE TRADED FD T20.6K shares-15.19%2026-03-312026-04-14

JSML JANUS DETROIT STR TR42.4K shares29.78%2026-03-312026-04-14

GLW CORNING INC21.8K shares-10.24%2026-03-312026-04-14

GEV GE VERNOVA INC3.4K shares-14.44%2026-03-312026-04-14

EDOW FIRST TR EXCHANGE-TRADED FD72.0K shares0.27%2026-03-312026-04-14

VBK VANGUARD INDEX FDS9.7K shares18.90%2026-03-312026-04-14

Sponsored

EMR EMERSON ELEC CO22.3K shares0.92%2026-03-312026-04-14

GXC SPDR INDEX SHS FDS31.1K shares-1.43%2026-03-312026-04-14

DFCF DIMENSIONAL ETF TRUST68.6K shares-47.36%2026-03-312026-04-14

PVI INVESCO EXCH TRADED FD TR II115.8K shares46.03%2026-03-312026-04-14

MLPX GLOBAL X FDS38.9K shares5.41%2026-03-312026-04-14

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST143.1K sharesnew addition2026-03-312026-04-14

SPIB SPDR SERIES TRUST84.6K shares-3.56%2026-03-312026-04-14

CSHI NEOS ETF TRUST56.8K shares3.31%2026-03-312026-04-14

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PM PHILIP MORRIS INTL INC17.1K shares26.38%2026-03-312026-04-14

MCO MOODYS CORP6.5K shares-2.38%2026-03-312026-04-14

UTEN RBB FD INC63.9K shares481.84%2026-03-312026-04-14

PGR PROGRESSIVE CORP14.0K shares2.70%2026-03-312026-04-14

KOMP SPDR SERIES TRUST47.5K shares0.34%2026-03-312026-04-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR117.4K sharesnew addition2026-03-312026-04-14

QCOM QUALCOMM INC21.5K shares4.62%2026-03-312026-04-14

RCL ROYAL CARIBBEAN GROUP10.0K shares-2.44%2026-03-312026-04-14

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HEFA ISHARES TR64.5K shares2.90%2026-03-312026-04-14

BA BOEING CO13.7K shares-0.87%2026-03-312026-04-14

T AT&T INC94.0K shares0.41%2026-03-312026-04-14

BUFQ FIRST TR EXCHNG TRADED FD VI76.3K shares0.72%2026-03-312026-04-14

ET ENERGY TRANSFER L P139.5K shares0.66%2026-03-312026-04-14

VIS VANGUARD WORLD FD8.6K shares212.71%2026-03-312026-04-14

ORCL ORACLE CORP18.2K shares-57.15%2026-03-312026-04-14

LVHD LEGG MASON ETF INVT62.8K shares-1.27%2026-03-312026-04-14

Sponsored

SCHM SCHWAB STRATEGIC TR86.3K shares-14.52%2026-03-312026-04-14

SCHH SCHWAB STRATEGIC TR124.1K shares88.13%2026-03-312026-04-14

GUNR FLEXSHARES TR48.2K shares-5.17%2026-03-312026-04-14

IWR ISHARES TR27.3K shares15.91%2026-03-312026-04-14

MGK VANGUARD WORLD FD7.2K shares0.91%2026-03-312026-04-14

BMY BRISTOL-MYERS SQUIBB CO43.0K shares20.23%2026-03-312026-04-14

BUFF INNOVATOR ETFS TRUST52.7K shares1.35%2026-03-312026-04-14

CB CHUBB LTD SWITZ8.0K shares3.53%2026-03-312026-04-14

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O REALTY INCOME CORP42.4K shares31.34%2026-03-312026-04-14

FTC FIRST TR EXCHANGE-TRADED ALP16.5K shares20.34%2026-03-312026-04-14

XLV SELECT SECTOR SPDR TR17.3K shares-2.44%2026-03-312026-04-14

EVTR MORGAN STANLEY ETF TRUST50.0K shares38.27%2026-03-312026-04-14

REET ISHARES TR100.5K sharesnew addition2026-03-312026-04-14

PANW PALO ALTO NETWORKS INC15.7K shares2.57%2026-03-312026-04-14

INTC INTEL CORP56.8K shares1.61%2026-03-312026-04-14

FRDM EA SERIES TRUST45.5K shares2.33%2026-03-312026-04-14

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ALAB ASTERA LABS INC22.6K shares-20.70%2026-03-312026-04-14

CTA SIMPLIFY EXCHANGE TRADED FUN81.8K shares-15.17%2026-03-312026-04-14

CEG CONSTELLATION ENERGY CORP8.8K shares-0.06%2026-03-312026-04-14

BLACKSTONE INC BLACKSTONE INC21.3K shares-8.54%2026-03-312026-04-14

HYMB SPDR SERIES TRUST98.5K shares5.86%2026-03-312026-04-14

PEP PEPSICO INC15.6K shares28.27%2026-03-312026-04-14

JCPB J P MORGAN EXCHANGE TRADED F51.5K shares7.54%2026-03-312026-04-14

UBSI UNITED BANKSHARES INC WEST V57.9K shares0.12%2026-03-312026-04-14

Sponsored

SNSR GLOBAL X FDS64.3K shares0.42%2026-03-312026-04-14

DCRE DOUBLELINE ETF TRUST46.0K shares6.53%2026-03-312026-04-14

CGW INVESCO EXCH TRADED FD TR II37.3K shares4.37%2026-03-312026-04-14

USMV ISHARES TR25.6K shares60.13%2026-03-312026-04-14

SPEM SPDR INDEX SHS FDS50.6K shares-9.70%2026-03-312026-04-14

CRM SALESFORCE INC12.7K shares-1.27%2026-03-312026-04-14

CRWD CROWDSTRIKE HLDGS INC6.1K shares6.25%2026-03-312026-04-14

SPGP INVESCO EXCHANGE TRADED FD T22.0K shares-78.57%2026-03-312026-04-14

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VONV VANGUARD SCOTTSDALE FDS25.2K shares-14.62%2026-03-312026-04-14

ASTRAZENECA PLC ASTRAZENECA PLC11.9K sharesnew addition2026-03-312026-04-14

UNH UNITEDHEALTH GROUP INC8.6K shares-3.48%2026-03-312026-04-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP6.8K shares2.55%2026-03-312026-04-14

WPC WP CAREY INC34.0K shares-1.12%2026-03-312026-04-14

MDY STATE STR SPDR S&P MIDCAP 403.7K shares-0.64%2026-03-312026-04-14

QEFA SPDR INDEX SHS FDS24.5K shares0.24%2026-03-312026-04-14

GS GOLDMAN SACHS GROUP INC2.7K shares-0.84%2026-03-312026-04-14

Sponsored

VXUS VANGUARD STAR FDS29.5K shares32.79%2026-03-312026-04-14

IGV ISHARES TR28.2K shares0.00%2026-03-312026-04-14

TSM TAIWAN SEMICONDUCTOR MANUFAC6.6K shares-10.01%2026-03-312026-04-14

FDV FEDERATED HERMES ETF TRUST72.0K shares65.43%2026-03-312026-04-14

QWLD SPDR INDEX SHS FDS15.4K shares-0.15%2026-03-312026-04-14

IXN ISHARES TR22.0K shares-0.62%2026-03-312026-04-14

IVW ISHARES TR19.2K shares-7.40%2026-03-312026-04-14

VRTX VERTEX PHARMACEUTICALS INC4.8K shares-7.93%2026-03-312026-04-14

Sponsored

VONE VANGUARD SCOTTSDALE FDS7.3K shares-3.94%2026-03-312026-04-14

CIBR FIRST TR EXCHANGE-TRADED FD34.2K shares-3.51%2026-03-312026-04-14

SCHA SCHWAB STRATEGIC TR73.4K shares-9.99%2026-03-312026-04-14

ARKB ARK 21SHARES BITCOIN ETF94.1K shares9.77%2026-03-312026-04-14

PWB INVESCO EXCHANGE TRADED FD T16.8K shares-1.51%2026-03-312026-04-14

VHT VANGUARD WORLD FD7.7K shares0.21%2026-03-312026-04-14

AEP AMERICAN ELEC PWR CO INC16.0K shares12.07%2026-03-312026-04-14

METL SPROTT FDS TR76.8K sharesnew addition2026-03-312026-04-14

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IVE ISHARES TR9.8K shares-10.06%2026-03-312026-04-14

SNOW SNOWFLAKE INC13.6K shares-12.43%2026-03-312026-04-14

VTWO VANGUARD SCOTTSDALE FDS20.5K shares-13.99%2026-03-312026-04-14

KHPI MANAGED PORTFOLIO SERIES84.8K shares13.91%2026-03-312026-04-14

IWV ISHARES TR5.5K shares29.13%2026-03-312026-04-14

PFF ISHARES TR66.3K shares2.49%2026-03-312026-04-14

XBIL RBB FD INC40.1K shares-1.47%2026-03-312026-04-14

FMDE FIDELITY COVINGTON TRUST55.6K shares3.07%2026-03-312026-04-14

Sponsored

TT TRANE TECHNOLOGIES PLC4.8K shares-1.32%2026-03-312026-04-14

VFLO VICTORY PORTFOLIOS II50.0K shares4.17%2026-03-312026-04-14

FBTC FIDELITY WISE ORIGIN BITCOIN33.4K shares13.83%2026-03-312026-04-14

CITIGROUP INC CITIGROUP INC17.3K shares-7.47%2026-03-312026-04-14

BOND PIMCO ETF TR21.3K shares-1.33%2026-03-312026-04-14

RF REGIONS FINANCIAL CORP NEW75.1K shares-2.82%2026-03-312026-04-14

TXN TEXAS INSTRS INC10.1K shares35.24%2026-03-312026-04-14

BND VANGUARD BD INDEX FDS26.5K shares36.23%2026-03-312026-04-14

Sponsored

VV VANGUARD INDEX FDS6.5K shares1.36%2026-03-312026-04-14

MCK MCKESSON CORP2.2K shares18.90%2026-03-312026-04-14

RAAX VANECK ETF TRUST46.8K shares16.50%2026-03-312026-04-14

SELECT SECTOR SPDR TR SELECT SECTOR SPDR TR67.3K sharesnew addition2026-03-312026-04-14

GRMN GARMIN LTD8.1K shares1.57%2026-03-312026-04-14

STOT SSGA ACTIVE TR39.9K shares1.84%2026-03-312026-04-14

VWO VANGUARD INTL EQUITY INDEX F34.6K shares-7.12%2026-03-312026-04-14

TLT ISHARES TR21.3K shares-4.73%2026-03-312026-04-14

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UTWO RBB FD INC38.1K shares4.04%2026-03-312026-04-14

SDY SPDR SERIES TRUST12.3K shares0.62%2026-03-312026-04-14

ESML ISHARES TR37.8K shares-4.75%2026-03-312026-04-14

OBIL RBB FD INC35.5K shares4.02%2026-03-312026-04-14

PNW PINNACLE WEST CAP CORP17.6K shares5.09%2026-03-312026-04-14

MMC MARSH & MCLENNAN COS INC10.2K shares1.89%2026-03-312026-04-14

XLC SELECT SECTOR SPDR TR15.9K shares12.03%2026-03-312026-04-14

ILDR FIRST TR EXCHNG TRADED FD VI58.6K shares23.08%2026-03-312026-04-14

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GNR SPDR INDEX SHS FDS23.4K shares-6.62%2026-03-312026-04-14

FSMD FIDELITY COVINGTON TRUST38.7K shares0.55%2026-03-312026-04-14

BOXX EA SERIES TRUST14.8K shares-21.60%2026-03-312026-04-14

ISRG INTUITIVE SURGICAL INC3.7K shares-18.45%2026-03-312026-04-14

HBAN HUNTINGTON BANCSHARES INC108.6K shares352.41%2026-03-312026-04-14

PSX PHILLIPS 669.1K shares-0.27%2026-03-312026-04-14

ALLW SSGA ACTIVE TR57.6K shares261.85%2026-03-312026-04-14

DFAE DIMENSIONAL ETF TRUST48.3K shares382.00%2026-03-312026-04-14

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CTAS CINTAS CORP9.6K shares4.41%2026-03-312026-04-14

DFNM DIMENSIONAL ETF TRUST33.7K shares25.28%2026-03-312026-04-14

AMAT APPLIED MATLS INC4.7K shares-2.49%2026-03-312026-04-14

EXC EXELON CORP32.3K shares-2.41%2026-03-312026-04-14

DTCR GLOBAL X FDS65.9K shares-1.23%2026-03-312026-04-14

SMIG ETF SER SOLUTIONS53.3K shares-2.03%2026-03-312026-04-14

OMFL INVESCO EXCH TRD SLF IDX FD26.0K shares-21.82%2026-03-312026-04-14

ITA ISHARES TR7.1K shares3.07%2026-03-312026-04-14

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VTIP VANGUARD MALVERN FDS31.0K shares98.67%2026-03-312026-04-14

ICOW PACER FDS TR36.4K shares3.68%2026-03-312026-04-14

OEF ISHARES TR4.8K shares4.08%2026-03-312026-04-14

PNC PNC FINL SVCS GROUP INC7.4K shares-1.15%2026-03-312026-04-14

ILMN ILLUMINA INC12.4K shares12.37%2026-03-312026-04-14

IBB ISHARES TR8.9K shares1.46%2026-03-312026-04-14

AVLV AMERICAN CENTY ETF TR18.7K shares-59.89%2026-03-312026-04-14

SPTS SPDR SERIES TRUST51.5K shares-14.56%2026-03-312026-04-14

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RBLX ROBLOX CORP26.5K shares452.03%2026-03-312026-04-14

DECK DECKERS OUTDOOR CORP15.0K shares2.11%2026-03-312026-04-14

LINDE PLC LINDE PLC3.0K shares4.97%2026-03-312026-04-14

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II20.5K shares7.12%2026-03-312026-04-14

MPC MARATHON PETE CORP6.1K shares-15.22%2026-03-312026-04-14

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD89.8K shares-11.36%2026-03-312026-04-14

DIA STATE STR SPDR DOW JONES IND3.2K shares14.85%2026-03-312026-04-14

PSCT INVESCO EXCH TRADED FD TR II24.8K shares20.95%2026-03-312026-04-14

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EBAY EBAY INC.16.3K shares-0.31%2026-03-312026-04-14

JPIB J P MORGAN EXCHANGE TRADED F30.8K shares4.00%2026-03-312026-04-14

ROK ROCKWELL AUTOMATION INC4.1K shares42.55%2026-03-312026-04-14

STRK STRATEGY INC20.8K shares20.77%2026-03-312026-04-14

WFC WELLS FARGO & CO18.4K shares19.30%2026-03-312026-04-14

DXJ WISDOMTREE TR9.2K shares-19.67%2026-03-312026-04-14

DFUV DIMENSIONAL ETF TRUST30.1K shares22.22%2026-03-312026-04-14

XLF SELECT SECTOR SPDR TR29.4K shares-10.59%2026-03-312026-04-14

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ETR ENTERGY CORP NEW12.9K shares-1.20%2026-03-312026-04-14

VCSH VANGUARD SCOTTSDALE FDS18.2K shares-19.35%2026-03-312026-04-14

IWP ISHARES TR11.2K shares11.05%2026-03-312026-04-14

DFAS DIMENSIONAL ETF TRUST20.2K shares54.57%2026-03-312026-04-14

VCR VANGUARD WORLD FD4.0K shares-4.39%2026-03-312026-04-14

DHR DANAHER CORP DEL7.5K shares-3.38%2026-03-312026-04-14

AXP AMERICAN EXPRESS CO4.7K shares0.39%2026-03-312026-04-14

PVAL PUTNAM ETF TRUST30.6K shares9.31%2026-03-312026-04-14

Sponsored

SCHF SCHWAB STRATEGIC TR56.8K shares-2.98%2026-03-312026-04-14

VDC VANGUARD WORLD FD6.2K shares-2.03%2026-03-312026-04-14

UNP UNION PAC CORP5.7K shares2.61%2026-03-312026-04-14

IWN ISHARES TR7.3K shares-41.73%2026-03-312026-04-14

HYG ISHARES TR17.1K shares-36.45%2026-03-312026-04-14

NOBL PROSHARES TR12.6K shares22.58%2026-03-312026-04-14

FMAT FIDELITY COVINGTON TRUST23.1K shares-1.20%2026-03-312026-04-14

TMO THERMO FISHER SCIENTIFIC INC2.7K shares12.42%2026-03-312026-04-14

Sponsored

URI UNITED RENTALS INC1.8K shares-25.13%2026-03-312026-04-14

NVR NVR INC201 shares0.50%2026-03-312026-04-14

FFEB FIRST TR EXCHNG TRADED FD VI23.7K shares0.00%2026-03-312026-04-14

COP CONOCOPHILLIPS9.9K shares-12.46%2026-03-312026-04-14

TIP ISHARES TR11.8K shares-2.91%2026-03-312026-04-14

DSL DOUBLELINE INCOME SOLUTIONS119.7K shares6.23%2026-03-312026-04-14

ED CONSOLIDATED EDISON INC11.4K shares1.60%2026-03-312026-04-14

TJX TJX COS INC NEW8.1K shares-74.04%2026-03-312026-04-14

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SCHV SCHWAB STRATEGIC TR42.0K shares32.93%2026-03-312026-04-14

DFGR DIMENSIONAL ETF TRUST48.1K shares-39.10%2026-03-312026-04-14

YEAR AB ACTIVE ETFS INC25.2K shares-1.24%2026-03-312026-04-14

EQT CORP EQT CORP20.0K shares12.46%2026-03-312026-04-14

BTGD TIDAL TRUST II46.4K shares63.08%2026-03-312026-04-14

JXN JACKSON FINANCIAL INC11.9K shares-0.47%2026-03-312026-04-14

IWO ISHARES TR4.0K shares-37.28%2026-03-312026-04-14

PSK SPDR SERIES TRUST40.3K shares0.00%2026-03-312026-04-14

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MOOD EA SERIES TRUST30.2K shares107.49%2026-03-312026-04-14

IYW ISHARES TR6.7K shares-3.07%2026-03-312026-04-14

SCHR SCHWAB STRATEGIC TR49.0K shares13.64%2026-03-312026-04-14

GDX VANECK ETF TRUST13.2K shares14.85%2026-03-312026-04-14

DEM WISDOMTREE TR24.4K shares3.89%2026-03-312026-04-14

CSX CSX CORP29.4K shares-9.39%2026-03-312026-04-14

IJT ISHARES TR8.3K shares5.11%2026-03-312026-04-14

D DOMINION ENERGY INC19.5K shares56.31%2026-03-312026-04-14

Sponsored

ADP AUTOMATIC DATA PROCESSING IN5.9K shares0.92%2026-03-312026-04-14

WCMI FIRST TR EXCHANGE-TRADED FD70.8K shares18.74%2026-03-312026-04-14

PPA INVESCO EXCHANGE TRADED FD T7.1K shares1.92%2026-03-312026-04-14

GWX SPDR INDEX SHS FDS27.8K shares-45.83%2026-03-312026-04-14

XFIV BONDBLOXX ETF TRUST23.8K shares-2.89%2026-03-312026-04-14

JMUB J P MORGAN EXCHANGE TRADED F23.3K shares2.19%2026-03-312026-04-14

EVSM MORGAN STANLEY ETF TRUST23.1K shares0.45%2026-03-312026-04-14

XTRE BONDBLOXX ETF TRUST23.3K shares-3.08%2026-03-312026-04-14

Sponsored

NOC NORTHROP GRUMMAN CORP1.7K shares0.78%2026-03-312026-04-14

XSVN BONDBLOXX ETF TRUST23.7K shares-3.49%2026-03-312026-04-14

SHEL SHELL PLC12.1K shares-3.69%2026-03-312026-04-14

VXF VANGUARD INDEX FDS5.4K shares-2.49%2026-03-312026-04-14

KLAC KLA CORP759 shares-6.30%2026-03-312026-04-14

XONE BONDBLOXX ETF TRUST22.5K shares-3.04%2026-03-312026-04-14

GCOW PACER FDS TR24.0K shares13.52%2026-03-312026-04-14

GPC GENUINE PARTS CO10.5K shares-12.72%2026-03-312026-04-14

Sponsored

APD AIR PRODUCTS AND CHEMICALS I3.8K shares8.59%2026-03-312026-04-14

SAR SARATOGA INVT CORP50.6K shares2.23%2026-03-312026-04-14

COWG PACER FDS TR32.8K shares8.04%2026-03-312026-04-14

KURV ETF TR KURV ETF TR33.9K sharesnew addition2026-03-312026-04-14

CMF ISHARES TR19.4K shares2.84%2026-03-312026-04-14

PEO ADAM NAT RES FD INC39.6K shares9.57%2026-03-312026-04-14

ADBE ADOBE INC4.5K shares-18.67%2026-03-312026-04-14

FTEC FIDELITY COVINGTON TRUST5.3K shares3.44%2026-03-312026-04-14

Sponsored

SHAK SHAKE SHACK INC12.3K shares-21.42%2026-03-312026-04-14

LNC LINCOLN NATL CORP IND30.5K shares0.67%2026-03-312026-04-14

PFRL PGIM ETF TR22.2K shares-15.24%2026-03-312026-04-14

AFL AFLAC INC9.8K shares5.69%2026-03-312026-04-14

SPYM

SPDR SERIES TRUST

4.93%

Shares4.5M

Event2026-03-31

Filed2026-04-14

SPTM

SPDR SERIES TRUST

1.76%

Shares2.6M

Event2026-03-31

Filed2026-04-14

VTI

VANGUARD INDEX FDS

15.69%

Shares411.3K

Event2026-03-31

Filed2026-04-14

STIP

ISHARES TR

5.30%

Shares1.2M

Event2026-03-31

Filed2026-04-14

SPY

STATE STR SPDR S&P 500 ETF T

-2.08%

Shares168.6K

Event2026-03-31

Filed2026-04-14

IEF

ISHARES TR

39.69%

Shares1.1M

Event2026-03-31

Filed2026-04-14

SPSM

SPDR SERIES TRUST

4.43%

Shares1.8M

Event2026-03-31

Filed2026-04-14

SPAB

SPDR SERIES TRUST

7.76%

Shares3.0M

Event2026-03-31

Filed2026-04-14

SPMD

SPDR SERIES TRUST

6.10%

Shares1.2M

Event2026-03-31

Filed2026-04-14

FBND

FIDELITY MERRIMACK STR TR

1.31%

Shares1.5M

Event2026-03-31

Filed2026-04-14

NVDA

NVIDIA CORPORATION

-6.48%

Shares394.3K

Event2026-03-31

Filed2026-04-14

AAPL

APPLE INC

-1.70%

Shares262.7K

Event2026-03-31

Filed2026-04-14

SPDW

SPDR INDEX SHS FDS

8.86%

Shares1.4M

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

-31.49%

Shares102.3K

Event2026-03-31

Filed2026-04-14

VYM

VANGUARD WHITEHALL FDS

24.28%

Shares396.9K

Event2026-03-31

Filed2026-04-14

INVESCO QQQ TR

-0.17%

Shares96.5K

Event2026-03-31

Filed2026-04-14

CGDV

CAPITAL GROUP DIVIDEND VALUE

5.62%

Shares1.3M

Event2026-03-31

Filed2026-04-14

MUB

ISHARES TR

-2.11%

Shares522.2K

Event2026-03-31

Filed2026-04-14

NTSX

WISDOMTREE TR

5.94%

Shares988.1K

Event2026-03-31

Filed2026-04-14

IVV

ISHARES TR

0.43%

Shares67.2K

Event2026-03-31

Filed2026-04-14

SGOV

ISHARES TR

10.67%

Shares430.6K

Event2026-03-31

Filed2026-04-14

AGG

ISHARES TR

4.99%

Shares405.5K

Event2026-03-31

Filed2026-04-14

DBEF

DBX ETF TR

3.83%

Shares794.8K

Event2026-03-31

Filed2026-04-14

MSFT

MICROSOFT CORP

0.11%

Shares105.1K

Event2026-03-31

Filed2026-04-14

SCHP

SCHWAB STRATEGIC TR

-0.58%

Shares1.4M

Event2026-03-31

Filed2026-04-14

VEA

VANGUARD TAX-MANAGED FDS

0.72%

Shares581.3K

Event2026-03-31

Filed2026-04-14

DFAC

DIMENSIONAL ETF TRUST

-38.22%

Shares956.9K

Event2026-03-31

Filed2026-04-14

FSEP

FIRST TR EXCHNG TRADED FD VI

New

Shares733.9K

Event2026-03-31

Filed2026-04-14

COWZ

PACER FDS TR

3.31%

Shares587.0K

Event2026-03-31

Filed2026-04-14

AVUV

AMERICAN CENTY ETF TR

-5.50%

Shares315.0K

Event2026-03-31

Filed2026-04-14

SCZ

ISHARES TR

0.61%

Shares406.2K

Event2026-03-31

Filed2026-04-14

VEU

VANGUARD INTL EQUITY INDEX F

17.52%

Shares391.1K

Event2026-03-31

Filed2026-04-14

SHM

SPDR SERIES TRUST

-2.73%

Shares600.6K

Event2026-03-31

Filed2026-04-14

IBDU

ISHARES TR

3.25%

Shares1.2M

Event2026-03-31

Filed2026-04-14

JPIE

J P MORGAN EXCHANGE TRADED F

11.72%

Shares595.2K

Event2026-03-31

Filed2026-04-14

CGGR

CAPITAL GROUP GROWTH ETF

5.82%

Shares647.7K

Event2026-03-31

Filed2026-04-14

PYLD

PIMCO ETF TR

22.73%

Shares983.1K

Event2026-03-31

Filed2026-04-14

AMZN

AMAZON COM INC

6.21%

Shares122.8K

Event2026-03-31

Filed2026-04-14

JEPI

J P MORGAN EXCHANGE TRADED F

47.20%

Shares417.8K

Event2026-03-31

Filed2026-04-14

VTV

VANGUARD INDEX FDS

-0.78%

Shares120.5K

Event2026-03-31

Filed2026-04-14

MBB

ISHARES TR

46.82%

Shares235.8K

Event2026-03-31

Filed2026-04-14

TFI

SPDR SERIES TRUST

-9.37%

Shares489.1K

Event2026-03-31

Filed2026-04-14

SCHD

SCHWAB STRATEGIC TR

-15.70%

Shares717.3K

Event2026-03-31

Filed2026-04-14

VIG

VANGUARD SPECIALIZED FUNDS

-9.80%

Shares101.0K

Event2026-03-31

Filed2026-04-14

MGV

VANGUARD WORLD FD

1.27%

Shares149.2K

Event2026-03-31

Filed2026-04-14

MOAT

VANECK ETF TRUST

2.62%

Shares219.4K

Event2026-03-31

Filed2026-04-14

SMMD

ISHARES TR

4.54%

Shares271.8K

Event2026-03-31

Filed2026-04-14

IJH

ISHARES TR

-4.84%

Shares306.6K

Event2026-03-31

Filed2026-04-14

JPM

JPMORGAN CHASE & CO

-0.27%

Shares69.8K

Event2026-03-31

Filed2026-04-14

ANGL

VANECK ETF TRUST

2.60%

Shares688.8K

Event2026-03-31

Filed2026-04-14

PULS

PGIM ETF TR

24.69%

Shares396.7K

Event2026-03-31

Filed2026-04-14

DFIC

DIMENSIONAL ETF TRUST

-27.41%

Shares550.2K

Event2026-03-31

Filed2026-04-14

CGXU

CAPITAL GROUP INTL FOCUS EQT

5.70%

Shares652.9K

Event2026-03-31

Filed2026-04-14

PHYS

SPROTT ASSET MANAGEMENT LP

6.43%

Shares539.0K

Event2026-03-31

Filed2026-04-14

EMXC

ISHARES INC

7.29%

Shares238.2K

Event2026-03-31

Filed2026-04-14

QQQM

INVESCO EXCH TRADED FD TR II

5.43%

Shares77.0K

Event2026-03-31

Filed2026-04-14

IJR

ISHARES TR

-23.27%

Shares145.6K

Event2026-03-31

Filed2026-04-14

FTSD

FRANKLIN ETF TR

3809.49%

Shares199.3K

Event2026-03-31

Filed2026-04-14

XOM

EXXON MOBIL CORP

-12.25%

Shares106.6K

Event2026-03-31

Filed2026-04-14

USFR

WISDOMTREE TR

8.06%

Shares357.8K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.82%

Shares62.1K

Event2026-03-31

Filed2026-04-14

ISHARES TR

1.09%

Shares255.8K

Event2026-03-31

Filed2026-04-14

HOME DEPOT INC

18.35%

Shares52.6K

Event2026-03-31

Filed2026-04-14

CAOS

EA SERIES TRUST

-5.61%

Shares186.8K

Event2026-03-31

Filed2026-04-14

IWB

ISHARES TR

6.66%

Shares47.4K

Event2026-03-31

Filed2026-04-14

QSPT

FIRST TR EXCHNG TRADED FD VI

New

Shares547.8K

Event2026-03-31

Filed2026-04-14

CGCP

CAPITAL GRP FIXED INCM ETF T

13.39%

Shares748.5K

Event2026-03-31

Filed2026-04-14

DFUS

DIMENSIONAL ETF TRUST

247.39%

Shares229.0K

Event2026-03-31

Filed2026-04-14

BROADCOM INC

2.46%

Shares52.3K

Event2026-03-31

Filed2026-04-14

GSY

INVESCO ACTIVELY MANAGED EXC

13.06%

Shares314.4K

Event2026-03-31

Filed2026-04-14

INVESCO EXCHANGE TRADED FD T

0.00%

Shares81.9K

Event2026-03-31

Filed2026-04-14

JAAA

JANUS DETROIT STR TR

8.49%

Shares311.3K

Event2026-03-31

Filed2026-04-14

VANGUARD INDEX FDS

0.71%

Shares54.5K

Event2026-03-31

Filed2026-04-14

GLDM

WORLD GOLD TR

-5.25%

Shares163.7K

Event2026-03-31

Filed2026-04-14

BERKSHIRE HATHAWAY INC DEL

-4.65%

Shares31.0K

Event2026-03-31

Filed2026-04-14

TSLA

TESLA INC

8.36%

Shares40.0K

Event2026-03-31

Filed2026-04-14

SCHG

SCHWAB STRATEGIC TR

1.24%

Shares497.9K

Event2026-03-31

Filed2026-04-14

IGE

ISHARES TR

84.51%

Shares230.1K

Event2026-03-31

Filed2026-04-14

NTSI

WISDOMTREE TR

0.38%

Shares297.4K

Event2026-03-31

Filed2026-04-14

SLV

ISHARES SILVER TR

2.03%

Shares191.5K

Event2026-03-31

Filed2026-04-14

ALPHABET INC

0.06%

Shares45.0K

Event2026-03-31

Filed2026-04-14

GLD

SPDR GOLD TR

0.01%

Shares29.8K

Event2026-03-31

Filed2026-04-14

VRIG

INVESCO ACTIVELY MANAGED EXC

-0.47%

Shares509.9K

Event2026-03-31

Filed2026-04-14

SDVY

FIRST TR EXCHANGE TRADED FD

1.79%

Shares318.7K

Event2026-03-31

Filed2026-04-14

BKLN

INVESCO EXCH TRADED FD TR II

-41.87%

Shares606.6K

Event2026-03-31

Filed2026-04-14

SUB

ISHARES TR

21.39%

Shares116.1K

Event2026-03-31

Filed2026-04-14

VISA INC

-2.22%

Shares40.4K

Event2026-03-31

Filed2026-04-14

FAUG

FIRST TR EXCHNG TRADED FD VI

6.76%

Shares235.0K

Event2026-03-31

Filed2026-04-14

RWL

INVESCO EXCH TRADED FD TR II

15.00%

Shares105.1K

Event2026-03-31

Filed2026-04-14

SPYG

SPDR SERIES TRUST

1.21%

Shares122.5K

Event2026-03-31

Filed2026-04-14

EFA

ISHARES TR

0.21%

Shares122.6K

Event2026-03-31

Filed2026-04-14

IEFA

ISHARES TR

5.38%

Shares127.8K

Event2026-03-31

Filed2026-04-14

ABBV

ABBVIE INC

-24.07%

Shares52.7K

Event2026-03-31

Filed2026-04-14

TBLL

INVESCO EXCH TRADED FD TR II

2.33%

Shares108.0K

Event2026-03-31

Filed2026-04-14

IXUS

ISHARES TR

39.03%

Shares130.8K

Event2026-03-31

Filed2026-04-14

CAT

CATERPILLAR INC

-1.29%

Shares15.8K

Event2026-03-31

Filed2026-04-14

SPYV

SPDR SERIES TRUST

3.00%

Shares194.2K

Event2026-03-31

Filed2026-04-14