Sponsored

The Analysis of WealthCare Investment Partners, LLC's Holdings & P&L

Currently, WealthCare Investment Partners, LLC holds 191 types of securities in its portfolio with a total value $360.4M. In the most recent quarter, they have increased their positions in RECS (+114.3K shares, valued at $4.5M), CGDV (+76.6K shares, valued at $3.3M), JMUB (+54.2K shares, valued at $2.7M); decreased their positions in MLPX (-9.2K shares, valued at $686.7K), GRPM (-5.1K shares, valued at $600.7K), XMHQ (-5.8K shares, valued at $600.0K); initiated new positions in COPX (+8.4K shares, valued at $635.2K), VFMO (+2.2K shares, valued at $439.1K), NFLX (+4.7K shares, valued at $435.6K).

1M P&L

+11.4M+3.53%

3M P&L

-11.1M-3.19%

HY P&L

+8.3M+2.54%

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/A286.4M

90.8%

2Software - Infrastructure2.9M

0.9%

3Auto Manufacturers2.7M

0.9%

Top Industries by Stock Count

1N/A141 stocks

77.5%

2Drug Manufacturers - General3 stocks

1.6%

3Auto Manufacturers3 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR44.2K shares-0.68%2026-03-312026-04-09

FVD FIRST TR EXCHANGE-TRADED FD307.3K shares1.36%2026-03-312026-04-09

CGGR CAPITAL GROUP GROWTH ETF292.2K shares-0.21%2026-03-312026-04-09

ITA ISHARES TR52.2K shares0.30%2026-03-312026-04-09

CGDV CAPITAL GROUP DIVIDEND VALUE246.3K shares45.14%2026-03-312026-04-09

BUFR FIRST TR EXCHNG TRADED FD VI282.6K shares-1.06%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR104.7K shares-5.88%2026-03-312026-04-09

SPMO INVESCO EXCH TRADED FD TR II68.6K shares1.80%2026-03-312026-04-09

Sponsored

FBND FIDELITY MERRIMACK STR TR166.0K shares0.74%2026-03-312026-04-09

IDMO INVESCO EXCH TRADED FD TR II135.4K shares12.68%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS11.6K shares3.75%2026-03-312026-04-09

RECS COLUMBIA ETF TR I174.8K shares188.89%2026-03-312026-04-09

FNDF SCHWAB STRATEGIC TR139.2K shares-2.53%2026-03-312026-04-09

XLE SELECT SECTOR SPDR TR99.8K shares-0.89%2026-03-312026-04-09

XLC SELECT SECTOR SPDR TR51.8K shares0.46%2026-03-312026-04-09

JMUB J P MORGAN EXCHANGE TRADED F110.3K shares96.46%2026-03-312026-04-09

Sponsored

GRPM INVESCO EXCHANGE TRADED FD T45.1K shares-10.09%2026-03-312026-04-09

CGBL CAPITAL GROUP CORE BALANCED146.2K shares-0.20%2026-03-312026-04-09

CGDG CAPITAL GROUP DIVIDEND GROWE139.2K shares-0.69%2026-03-312026-04-09

RDVY FIRST TR EXCHANGE TRADED FD71.6K shares19.53%2026-03-312026-04-09

GOVT ISHARES TR216.0K shares5.82%2026-03-312026-04-09

XMHQ INVESCO EXCHANGE TRADED FD T44.4K shares-11.52%2026-03-312026-04-09

CIBR FIRST TR EXCHANGE-TRADED FD71.0K shares-3.10%2026-03-312026-04-09

IJR ISHARES TR31.2K shares0.94%2026-03-312026-04-09

Sponsored

RSPU INVESCO EXCHANGE TRADED FD T49.0K shares3.15%2026-03-312026-04-09

BNDX VANGUARD CHARLOTTE FDS79.3K shares4.28%2026-03-312026-04-09

FNDE SCHWAB STRATEGIC TR98.4K shares19.00%2026-03-312026-04-09

SCHR SCHWAB STRATEGIC TR149.4K shares53.90%2026-03-312026-04-09

XLI SELECT SECTOR SPDR TR20.4K shares15.40%2026-03-312026-04-09

SCHD SCHWAB STRATEGIC TR103.5K shares-6.47%2026-03-312026-04-09

LVHI LEGG MASON ETF INVT78.5K shares1.16%2026-03-312026-04-09

SLV ISHARES SILVER TR46.7K shares1.48%2026-03-312026-04-09

Sponsored

IBB ISHARES TR18.3K shares27.58%2026-03-312026-04-09

FMB FIRST TR EXCH TRADED FD III58.4K shares3.54%2026-03-312026-04-09

TIPZ PIMCO ETF TR54.8K shares4.15%2026-03-312026-04-09

XLV SELECT SECTOR SPDR TR19.8K shares7.65%2026-03-312026-04-09

MSFT MICROSOFT CORP7.8K shares2.61%2026-03-312026-04-09

FIXD FIRST TR EXCHNG TRADED FD VI65.6K shares5.07%2026-03-312026-04-09

USHY ISHARES TR76.1K shares4.01%2026-03-312026-04-09

AAPL APPLE INC10.8K shares-0.43%2026-03-312026-04-09

Sponsored

MLPX GLOBAL X FDS35.7K shares-20.42%2026-03-312026-04-09

IYF ISHARES TR22.2K shares8.14%2026-03-312026-04-09

FLJH FRANKLIN TEMPLETON ETF TR64.3K shares-2.19%2026-03-312026-04-09

GRID FIRST TR EXCHANGE-TRADED FD14.3K shares23.24%2026-03-312026-04-09

MO ALTRIA GROUP INC37.6K shares15.45%2026-03-312026-04-09

IEMG ISHARES INC33.9K shares0.38%2026-03-312026-04-09

FPXI FIRST TR EXCHANGE-TRADED FD35.2K shares0.84%2026-03-312026-04-09

IYK ISHARES TR30.8K shares-9.19%2026-03-312026-04-09

Sponsored

F FORD MTR CO182.4K shares17.31%2026-03-312026-04-09

PAVE GLOBAL X FDS40.9K shares-4.47%2026-03-312026-04-09

FNDX SCHWAB STRATEGIC TR71.0K shares-8.05%2026-03-312026-04-09

NXTG FIRST TR EXCHANGE-TRADED FD16.8K shares-1.83%2026-03-312026-04-09

IYW ISHARES TR10.2K shares-6.26%2026-03-312026-04-09

XCEM COLUMBIA ETF TR II44.2K shares-11.08%2026-03-312026-04-09

PVAL PUTNAM ETF TRUST37.1K shares-0.65%2026-03-312026-04-09

VUG VANGUARD INDEX FDS3.8K shares0.24%2026-03-312026-04-09

Sponsored

BND VANGUARD BD INDEX FDS23.1K shares4.54%2026-03-312026-04-09

IEFA ISHARES TR18.6K shares2.48%2026-03-312026-04-09

NVDA NVIDIA CORPORATION9.3K shares0.43%2026-03-312026-04-09

CGUS CAPITAL GROUP CORE EQUITY ET42.3K shares0.00%2026-03-312026-04-09

PSC PRINCIPAL EXCHANGE TRADED FD28.0K shares64.93%2026-03-312026-04-09

SJNK SPDR SERIES TRUST64.8K shares-2.64%2026-03-312026-04-09

IDU ISHARES TR13.6K shares-8.84%2026-03-312026-04-09

KOMP SPDR SERIES TRUST24.9K shares0.99%2026-03-312026-04-09

Sponsored

DLN WISDOMTREE TR16.8K shares2.90%2026-03-312026-04-09

EMLP FIRST TR EXCHANGE-TRADED FD33.2K shares-18.17%2026-03-312026-04-09

VBR VANGUARD INDEX FDS6.6K shares0.00%2026-03-312026-04-09

DBEF DBX ETF TR28.1K shares-0.99%2026-03-312026-04-09

VZ VERIZON COMMUNICATIONS INC26.1K shares9.11%2026-03-312026-04-09

VGT VANGUARD WORLD FD1.8K shares-8.00%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS5.6K shares-0.25%2026-03-312026-04-09

WMT WALMART INC9.8K shares43.99%2026-03-312026-04-09

Sponsored

CGCP CAPITAL GRP FIXED INCM ETF T51.6K shares-2.81%2026-03-312026-04-09

SPYM SPDR SERIES TRUST14.7K shares-0.53%2026-03-312026-04-09

SPDW SPDR INDEX SHS FDS24.5K shares-3.24%2026-03-312026-04-09

ALPHABET INC ALPHABET INC3.7K shares0.32%2026-03-312026-04-09

SOXX ISHARES TR3.0K shares-3.47%2026-03-312026-04-09

VBK VANGUARD INDEX FDS3.3K shares-0.63%2026-03-312026-04-09

FDVV FIDELITY COVINGTON TRUST18.4K shares7.43%2026-03-312026-04-09

AMZN AMAZON COM INC4.8K shares-0.21%2026-03-312026-04-09

Sponsored

MADE ISHARES TR29.0K shares52.27%2026-03-312026-04-09

RTX RTX CORPORATION5.1K shares6.27%2026-03-312026-04-09

XOM EXXON MOBIL CORP5.8K shares14.85%2026-03-312026-04-09

CSCO CISCO SYS INC11.4K shares-0.87%2026-03-312026-04-09

INCO COLUMBIA ETF TR II16.6K shares-18.63%2026-03-312026-04-09

DGRO ISHARES TR13.0K shares-3.49%2026-03-312026-04-09

AIQ GLOBAL X FDS18.7K shares26.60%2026-03-312026-04-09

NOW SERVICENOW INC8.6K shares0.00%2026-03-312026-04-09

Sponsored

QQQJ INVESCO EXCH TRADED FD TR II23.8K shares1.04%2026-03-312026-04-09

SKOR FLEXSHARES TR16.3K shares-9.34%2026-03-312026-04-09

BKGI BNY MELLON ETF TRUST17.7K shares34.89%2026-03-312026-04-09

USO UNITED STS OIL FD LP6.6K shares0.00%2026-03-312026-04-09

BIV VANGUARD BD INDEX FDS9.7K shares-2.08%2026-03-312026-04-09

GLOBAL X FDS GLOBAL X FDS14.9K shares0.00%2026-03-312026-04-09

SMH VANECK ETF TRUST1.8K shares0.00%2026-03-312026-04-09

FMHI FIRST TR EXCH TRADED FD III14.8K shares57.07%2026-03-312026-04-09

Sponsored

CNRG SPDR SERIES TRUST7.4K shares-3.75%2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP1.0K shares0.30%2026-03-312026-04-09

VRP INVESCO EXCH TRADED FD TR II28.7K shares-18.01%2026-03-312026-04-09

VOOV VANGUARD ADMIRAL FDS INC3.4K shares0.00%2026-03-312026-04-09

T AT&T INC23.6K shares-0.02%2026-03-312026-04-09

ROBT FIRST TR EXCHANGE TRADED FD13.6K shares-0.27%2026-03-312026-04-09

BAC BANK AMERICA CORP13.1K shares0.00%2026-03-312026-04-09

COPX GLOBAL X FDS8.4K sharesnew addition2026-03-312026-04-09

Sponsored

VOOG VANGUARD ADMIRAL FDS INC1.5K shares0.00%2026-03-312026-04-09

VTI VANGUARD INDEX FDS1.9K shares-3.87%2026-03-312026-04-09

IWP ISHARES TR4.8K shares0.90%2026-03-312026-04-09

LEGR FIRST TR EXCHANGE TRADED FD10.8K shares0.00%2026-03-312026-04-09

SCHG SCHWAB STRATEGIC TR20.6K shares-5.43%2026-03-312026-04-09

SKYY FIRST TR EXCHANGE-TRADED FD5.4K shares-1.38%2026-03-312026-04-09

DSTL ETF SER SOLUTIONS10.0K shares0.00%2026-03-312026-04-09

FTSL FIRST TR EXCHANGE-TRADED FD12.8K shares-4.13%2026-03-312026-04-09

Sponsored

CGMS CAPITAL GRP FIXED INCM ETF T20.9K shares0.76%2026-03-312026-04-09

COWZ PACER FDS TR9.1K shares2.03%2026-03-312026-04-09

VB VANGUARD INDEX FDS2.1K shares0.28%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T845 shares-1.52%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON2.3K shares-0.40%2026-03-312026-04-09

IVV ISHARES TR783 shares-2.00%2026-03-312026-04-09

FTGC FIRST TR EXCHANGE TRAD FD VI18.1K shares-6.12%2026-03-312026-04-09

VFQY VANGUARD WELLINGTON FD3.4K shares33.48%2026-03-312026-04-09

Sponsored

IJH ISHARES TR7.3K shares-1.34%2026-03-312026-04-09

ARKK ARK ETF TR7.1K shares0.99%2026-03-312026-04-09

ACM AECOM5.5K shares0.33%2026-03-312026-04-09

AGG ISHARES TR4.7K shares25.29%2026-03-312026-04-09

TPYP TORTOISE CAPITAL SERIES TRUS10.9K shares-2.98%2026-03-312026-04-09

ALPHABET INC ALPHABET INC1.5K shares-2.97%2026-03-312026-04-09

VFMO VANGUARD WELLINGTON FD2.2K sharesnew addition2026-03-312026-04-09

NFLX NETFLIX INC.4.7K sharesnew addition2026-03-312026-04-09

Sponsored

VV VANGUARD INDEX FDS1.4K shares59.22%2026-03-312026-04-09

IEF ISHARES TR4.4K shares-7.56%2026-03-312026-04-09

ABBV ABBVIE INC2.0K shares100.20%2026-03-312026-04-09

JETS ETF SER SOLUTIONS16.0K shares-0.64%2026-03-312026-04-09

IUSG ISHARES TR2.5K shares-0.67%2026-03-312026-04-09

ETH GRAYSCALE ETHEREUM STAKING19.0K shares7.80%2026-03-312026-04-09

PMBS PIMCO ETF TR7.8K sharesnew addition2026-03-312026-04-09

NBIS NEBIUS GROUP N.V.3.2K shares25.11%2026-03-312026-04-09

Sponsored

FELC FIDELITY COVINGTON TRUST10.1K shares0.28%2026-03-312026-04-09

JMST J P MORGAN EXCHANGE TRADED F7.2K shares-4.85%2026-03-312026-04-09

COMP COMPASS INC46.4K shares48.68%2026-03-312026-04-09

TSLA TESLA INC945 shares-0.11%2026-03-312026-04-09

BKLC BNY MELLON ETF TRUST2.9K shares0.00%2026-03-312026-04-09

VO VANGUARD INDEX FDS1.2K shares-5.85%2026-03-312026-04-09

DIS DISNEY WALT CO3.6K shares0.44%2026-03-312026-04-09

MTB M & T BK CORP1.7K shares0.00%2026-03-312026-04-09

Sponsored

FSMB FIRST TR EXCH TRADED FD III16.5K shares-1.46%2026-03-312026-04-09

BKUI BNY MELLON ETF TRUST6.6K shares-11.50%2026-03-312026-04-09

IMCG ISHARES TR4.1K shares0.15%2026-03-312026-04-09

CVX CHEVRON CORPORATION1.6K sharesnew addition2026-03-312026-04-09

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP928 shares-0.22%2026-03-312026-04-09

MCD MCDONALDS CORP1.0K shares-0.48%2026-03-312026-04-09

BROADCOM INC BROADCOM INC988 shares7.86%2026-03-312026-04-09

META META PLATFORMS INC527 shares-0.38%2026-03-312026-04-09

Sponsored

IMTM ISHARES TR6.3K shares0.00%2026-03-312026-04-09

DTCR GLOBAL X FDS12.5K sharesnew addition2026-03-312026-04-09

DELL DELL TECHNOLOGIES INC1.6K shares0.37%2026-03-312026-04-09

FBT FIRST TR EXCHANGE-TRADED FD1.5K shares-0.07%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO963 shares0.94%2026-03-312026-04-09

IVW ISHARES TR2.4K shares0.08%2026-03-312026-04-09

SPHQ INVESCO EXCHANGE TRADED FD T3.7K shares6.01%2026-03-312026-04-09

FITE SPDR SERIES TRUST3.1K shares-24.99%2026-03-312026-04-09

Sponsored

AMGN AMGEN INC777 shares-0.64%2026-03-312026-04-09

VTIP VANGUARD MALVERN FDS5.3K shares3.95%2026-03-312026-04-09

SHYM BLACKROCK ETF TRUST II11.9K shares-27.46%2026-03-312026-04-09

ONEV SPDR SERIES TRUST1.9K shares0.00%2026-03-312026-04-09

SPH SUBURBAN PROPANE PARTNERS L12.6K shares1.62%2026-03-312026-04-09

SPAB SPDR SERIES TRUST10.0K shares4.19%2026-03-312026-04-09

GM GENERAL MTRS CO3.3K shares-3.85%2026-03-312026-04-09

FHLC FIDELITY COVINGTON TRUST3.6K shares-2.28%2026-03-312026-04-09

Sponsored

JPST J P MORGAN EXCHANGE TRADED F5.0K shares-20.77%2026-03-312026-04-09

PGRO PUTNAM ETF TRUST6.1K shares0.00%2026-03-312026-04-09

ITOT ISHARES TR1.7K shares21.38%2026-03-312026-04-09

SITM SITIME CORP691 shares0.00%2026-03-312026-04-09

WINN HARBOR ETF TRUST8.6K shares0.00%2026-03-312026-04-09

SDVY FIRST TR EXCHANGE TRADED FD6.0K shares-1.60%2026-03-312026-04-09

PG PROCTER & GAMBLE CO1.6K sharesnew addition2026-03-312026-04-09

SHW SHERWIN WILLIAMS CO726 shares0.28%2026-03-312026-04-09

Sponsored

DSMC ETF SER SOLUTIONS5.9K shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL458 shares0.00%2026-03-312026-04-09

SHV ISHARES TR2.0K shares0.56%2026-03-312026-04-09

HSY HERSHEY CO1.0K sharesnew addition2026-03-312026-04-09

JCPB J P MORGAN EXCHANGE TRADED F4.6K sharesnew addition2026-03-312026-04-09

DSTX ETF SER SOLUTIONS6.6K shares0.00%2026-03-312026-04-09

AIS TIDAL TRUST III4.7K sharesnew addition2026-03-312026-04-09

RGEN REPLIGEN CORP1.8K shares0.00%2026-03-312026-04-09

Sponsored

JPIB J P MORGAN EXCHANGE TRADED F4.3K sharesnew addition2026-03-312026-04-09

LPLA LPL FINL HLDGS INC680 shares0.15%2026-03-312026-04-09

V VISA INC669 shares-4.43%2026-03-312026-04-09

MSIF MSC INCOME FUND INC13.2K sharesnew addition2026-03-312026-04-09

ETY EATON VANCE TAX-MANAGED DIVE10.0K shares0.00%2026-03-312026-04-09

IBRX IMMUNITYBIO INC16.5K shares0.00%2026-03-312026-04-09

PMM PUTNAM MANAGED MUN INCOME TR10.0K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR

-0.68%

Shares44.2K

Event2026-03-31

Filed2026-04-09

FVD

FIRST TR EXCHANGE-TRADED FD

1.36%

Shares307.3K

Event2026-03-31

Filed2026-04-09

CGGR

CAPITAL GROUP GROWTH ETF

-0.21%

Shares292.2K

Event2026-03-31

Filed2026-04-09

ITA

ISHARES TR

0.30%

Shares52.2K

Event2026-03-31

Filed2026-04-09

CGDV

CAPITAL GROUP DIVIDEND VALUE

45.14%

Shares246.3K

Event2026-03-31

Filed2026-04-09

BUFR

FIRST TR EXCHNG TRADED FD VI

-1.06%

Shares282.6K

Event2026-03-31

Filed2026-04-09

ISHARES GOLD TR

-5.88%

Shares104.7K

Event2026-03-31

Filed2026-04-09

SPMO

INVESCO EXCH TRADED FD TR II

1.80%

Shares68.6K

Event2026-03-31

Filed2026-04-09

FBND

FIDELITY MERRIMACK STR TR

0.74%

Shares166.0K

Event2026-03-31

Filed2026-04-09

IDMO

INVESCO EXCH TRADED FD TR II

12.68%

Shares135.4K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

3.75%

Shares11.6K

Event2026-03-31

Filed2026-04-09

RECS

COLUMBIA ETF TR I

188.89%

Shares174.8K

Event2026-03-31

Filed2026-04-09

FNDF

SCHWAB STRATEGIC TR

-2.53%

Shares139.2K

Event2026-03-31

Filed2026-04-09

XLE

SELECT SECTOR SPDR TR

-0.89%

Shares99.8K

Event2026-03-31

Filed2026-04-09

XLC

SELECT SECTOR SPDR TR

0.46%

Shares51.8K

Event2026-03-31

Filed2026-04-09

JMUB

J P MORGAN EXCHANGE TRADED F

96.46%

Shares110.3K

Event2026-03-31

Filed2026-04-09

GRPM

INVESCO EXCHANGE TRADED FD T

-10.09%

Shares45.1K

Event2026-03-31

Filed2026-04-09

CGBL

CAPITAL GROUP CORE BALANCED

-0.20%

Shares146.2K

Event2026-03-31

Filed2026-04-09

CGDG

CAPITAL GROUP DIVIDEND GROWE

-0.69%

Shares139.2K

Event2026-03-31

Filed2026-04-09

RDVY

FIRST TR EXCHANGE TRADED FD

19.53%

Shares71.6K

Event2026-03-31

Filed2026-04-09

GOVT

ISHARES TR

5.82%

Shares216.0K

Event2026-03-31

Filed2026-04-09

XMHQ

INVESCO EXCHANGE TRADED FD T

-11.52%

Shares44.4K

Event2026-03-31

Filed2026-04-09

CIBR

FIRST TR EXCHANGE-TRADED FD

-3.10%

Shares71.0K

Event2026-03-31

Filed2026-04-09

IJR

ISHARES TR

0.94%

Shares31.2K

Event2026-03-31

Filed2026-04-09

RSPU

INVESCO EXCHANGE TRADED FD T

3.15%

Shares49.0K

Event2026-03-31

Filed2026-04-09

BNDX

VANGUARD CHARLOTTE FDS

4.28%

Shares79.3K

Event2026-03-31

Filed2026-04-09

FNDE

SCHWAB STRATEGIC TR

19.00%

Shares98.4K

Event2026-03-31

Filed2026-04-09

SCHR

SCHWAB STRATEGIC TR

53.90%

Shares149.4K

Event2026-03-31

Filed2026-04-09

XLI

SELECT SECTOR SPDR TR

15.40%

Shares20.4K

Event2026-03-31

Filed2026-04-09

SCHD

SCHWAB STRATEGIC TR

-6.47%

Shares103.5K

Event2026-03-31

Filed2026-04-09

LVHI

LEGG MASON ETF INVT

1.16%

Shares78.5K

Event2026-03-31

Filed2026-04-09

SLV

ISHARES SILVER TR

1.48%

Shares46.7K

Event2026-03-31

Filed2026-04-09

IBB

ISHARES TR

27.58%

Shares18.3K

Event2026-03-31

Filed2026-04-09

FMB

FIRST TR EXCH TRADED FD III

3.54%

Shares58.4K

Event2026-03-31

Filed2026-04-09

TIPZ

PIMCO ETF TR

4.15%

Shares54.8K

Event2026-03-31

Filed2026-04-09

XLV

SELECT SECTOR SPDR TR

7.65%

Shares19.8K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

2.61%

Shares7.8K

Event2026-03-31

Filed2026-04-09

FIXD

FIRST TR EXCHNG TRADED FD VI

5.07%

Shares65.6K

Event2026-03-31

Filed2026-04-09

USHY

ISHARES TR

4.01%

Shares76.1K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

-0.43%

Shares10.8K

Event2026-03-31

Filed2026-04-09

MLPX

GLOBAL X FDS

-20.42%

Shares35.7K

Event2026-03-31

Filed2026-04-09

IYF

ISHARES TR

8.14%

Shares22.2K

Event2026-03-31

Filed2026-04-09

FLJH

FRANKLIN TEMPLETON ETF TR

-2.19%

Shares64.3K

Event2026-03-31

Filed2026-04-09

GRID

FIRST TR EXCHANGE-TRADED FD

23.24%

Shares14.3K

Event2026-03-31

Filed2026-04-09

ALTRIA GROUP INC

15.45%

Shares37.6K

Event2026-03-31

Filed2026-04-09

IEMG

ISHARES INC

0.38%

Shares33.9K

Event2026-03-31

Filed2026-04-09

FPXI

FIRST TR EXCHANGE-TRADED FD

0.84%

Shares35.2K

Event2026-03-31

Filed2026-04-09

IYK

ISHARES TR

-9.19%

Shares30.8K

Event2026-03-31

Filed2026-04-09

FORD MTR CO

17.31%

Shares182.4K

Event2026-03-31

Filed2026-04-09

PAVE

GLOBAL X FDS

-4.47%

Shares40.9K

Event2026-03-31

Filed2026-04-09

FNDX

SCHWAB STRATEGIC TR

-8.05%

Shares71.0K

Event2026-03-31

Filed2026-04-09

NXTG

FIRST TR EXCHANGE-TRADED FD

-1.83%

Shares16.8K

Event2026-03-31

Filed2026-04-09

IYW

ISHARES TR

-6.26%

Shares10.2K

Event2026-03-31

Filed2026-04-09

XCEM

COLUMBIA ETF TR II

-11.08%

Shares44.2K

Event2026-03-31

Filed2026-04-09

PVAL

PUTNAM ETF TRUST

-0.65%

Shares37.1K

Event2026-03-31

Filed2026-04-09

VUG

VANGUARD INDEX FDS

0.24%

Shares3.8K

Event2026-03-31

Filed2026-04-09

BND

VANGUARD BD INDEX FDS

4.54%

Shares23.1K

Event2026-03-31

Filed2026-04-09

IEFA

ISHARES TR

2.48%

Shares18.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

0.43%

Shares9.3K

Event2026-03-31

Filed2026-04-09

CGUS

CAPITAL GROUP CORE EQUITY ET

0.00%

Shares42.3K

Event2026-03-31

Filed2026-04-09

PSC

PRINCIPAL EXCHANGE TRADED FD

64.93%

Shares28.0K

Event2026-03-31

Filed2026-04-09

SJNK

SPDR SERIES TRUST

-2.64%

Shares64.8K

Event2026-03-31

Filed2026-04-09

IDU

ISHARES TR

-8.84%

Shares13.6K

Event2026-03-31

Filed2026-04-09

KOMP

SPDR SERIES TRUST

0.99%

Shares24.9K

Event2026-03-31

Filed2026-04-09

DLN

WISDOMTREE TR

2.90%

Shares16.8K

Event2026-03-31

Filed2026-04-09

EMLP

FIRST TR EXCHANGE-TRADED FD

-18.17%

Shares33.2K

Event2026-03-31

Filed2026-04-09

VBR

VANGUARD INDEX FDS

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-09

DBEF

DBX ETF TR

-0.99%

Shares28.1K

Event2026-03-31

Filed2026-04-09

VERIZON COMMUNICATIONS INC

9.11%

Shares26.1K

Event2026-03-31

Filed2026-04-09

VGT

VANGUARD WORLD FD

-8.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

VIG

VANGUARD SPECIALIZED FUNDS

-0.25%

Shares5.6K

Event2026-03-31

Filed2026-04-09

WMT

WALMART INC

43.99%

Shares9.8K

Event2026-03-31

Filed2026-04-09

CGCP

CAPITAL GRP FIXED INCM ETF T

-2.81%

Shares51.6K

Event2026-03-31

Filed2026-04-09

SPYM

SPDR SERIES TRUST

-0.53%

Shares14.7K

Event2026-03-31

Filed2026-04-09

SPDW

SPDR INDEX SHS FDS

-3.24%

Shares24.5K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

0.32%

Shares3.7K

Event2026-03-31

Filed2026-04-09

SOXX

ISHARES TR

-3.47%

Shares3.0K

Event2026-03-31

Filed2026-04-09

VBK

VANGUARD INDEX FDS

-0.63%

Shares3.3K

Event2026-03-31

Filed2026-04-09

FDVV

FIDELITY COVINGTON TRUST

7.43%

Shares18.4K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

-0.21%

Shares4.8K

Event2026-03-31

Filed2026-04-09

MADE

ISHARES TR

52.27%

Shares29.0K

Event2026-03-31

Filed2026-04-09

RTX

RTX CORPORATION

6.27%

Shares5.1K

Event2026-03-31

Filed2026-04-09

XOM

EXXON MOBIL CORP

14.85%

Shares5.8K

Event2026-03-31

Filed2026-04-09

CSCO

CISCO SYS INC

-0.87%

Shares11.4K

Event2026-03-31

Filed2026-04-09

INCO

COLUMBIA ETF TR II

-18.63%

Shares16.6K

Event2026-03-31

Filed2026-04-09

DGRO

ISHARES TR

-3.49%

Shares13.0K

Event2026-03-31

Filed2026-04-09

AIQ

GLOBAL X FDS

26.60%

Shares18.7K

Event2026-03-31

Filed2026-04-09

NOW

SERVICENOW INC

0.00%

Shares8.6K

Event2026-03-31

Filed2026-04-09

QQQJ

INVESCO EXCH TRADED FD TR II

1.04%

Shares23.8K

Event2026-03-31

Filed2026-04-09

SKOR

FLEXSHARES TR

-9.34%

Shares16.3K

Event2026-03-31

Filed2026-04-09

BKGI

BNY MELLON ETF TRUST

34.89%

Shares17.7K

Event2026-03-31

Filed2026-04-09

USO

UNITED STS OIL FD LP

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-09

BIV

VANGUARD BD INDEX FDS

-2.08%

Shares9.7K

Event2026-03-31

Filed2026-04-09

GLOBAL X FDS

0.00%

Shares14.9K

Event2026-03-31

Filed2026-04-09

SMH

VANECK ETF TRUST

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-09

FMHI

FIRST TR EXCH TRADED FD III

57.07%

Shares14.8K

Event2026-03-31

Filed2026-04-09

CNRG

SPDR SERIES TRUST

-3.75%

Shares7.4K

Event2026-03-31

Filed2026-04-09

NOC

NORTHROP GRUMMAN CORP

0.30%

Shares1.0K

Event2026-03-31

Filed2026-04-09

VRP

INVESCO EXCH TRADED FD TR II

-18.01%

Shares28.7K

Event2026-03-31

Filed2026-04-09

VOOV

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-09

AT&T INC

-0.02%

Shares23.6K

Event2026-03-31

Filed2026-04-09

ROBT

FIRST TR EXCHANGE TRADED FD

-0.27%

Shares13.6K

Event2026-03-31

Filed2026-04-09

BAC

BANK AMERICA CORP

0.00%

Shares13.1K

Event2026-03-31

Filed2026-04-09

COPX

GLOBAL X FDS

New

Shares8.4K

Event2026-03-31

Filed2026-04-09

VOOG

VANGUARD ADMIRAL FDS INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-09

VTI

VANGUARD INDEX FDS

-3.87%

Shares1.9K

Event2026-03-31

Filed2026-04-09

IWP

ISHARES TR

0.90%

Shares4.8K

Event2026-03-31

Filed2026-04-09

LEGR

FIRST TR EXCHANGE TRADED FD

0.00%

Shares10.8K

Event2026-03-31

Filed2026-04-09

SCHG

SCHWAB STRATEGIC TR

-5.43%

Shares20.6K

Event2026-03-31

Filed2026-04-09

SKYY

FIRST TR EXCHANGE-TRADED FD

-1.38%

Shares5.4K

Event2026-03-31

Filed2026-04-09

DSTL

ETF SER SOLUTIONS

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-09

FTSL

FIRST TR EXCHANGE-TRADED FD

-4.13%

Shares12.8K

Event2026-03-31

Filed2026-04-09

CGMS

CAPITAL GRP FIXED INCM ETF T

0.76%

Shares20.9K

Event2026-03-31

Filed2026-04-09

COWZ

PACER FDS TR

2.03%

Shares9.1K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

0.28%

Shares2.1K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

-1.52%

Shares845

Event2026-03-31

Filed2026-04-09

JNJ

JOHNSON & JOHNSON

-0.40%

Shares2.3K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-2.00%

Shares783

Event2026-03-31

Filed2026-04-09

FTGC

FIRST TR EXCHANGE TRAD FD VI

-6.12%

Shares18.1K

Event2026-03-31

Filed2026-04-09

VFQY

VANGUARD WELLINGTON FD

33.48%

Shares3.4K

Event2026-03-31

Filed2026-04-09

IJH

ISHARES TR

-1.34%

Shares7.3K

Event2026-03-31

Filed2026-04-09

ARKK

ARK ETF TR

0.99%

Shares7.1K

Event2026-03-31

Filed2026-04-09

ACM

AECOM

0.33%

Shares5.5K

Event2026-03-31

Filed2026-04-09

AGG

ISHARES TR

25.29%

Shares4.7K

Event2026-03-31

Filed2026-04-09

TPYP

TORTOISE CAPITAL SERIES TRUS

-2.98%

Shares10.9K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

-2.97%

Shares1.5K

Event2026-03-31

Filed2026-04-09

VFMO

VANGUARD WELLINGTON FD

New

Shares2.2K

Event2026-03-31

Filed2026-04-09

NFLX

NETFLIX INC.

New

Shares4.7K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

59.22%

Shares1.4K

Event2026-03-31

Filed2026-04-09

IEF

ISHARES TR

-7.56%

Shares4.4K

Event2026-03-31

Filed2026-04-09

ABBV

ABBVIE INC

100.20%

Shares2.0K

Event2026-03-31

Filed2026-04-09

JETS

ETF SER SOLUTIONS

-0.64%

Shares16.0K

Event2026-03-31

Filed2026-04-09

IUSG

ISHARES TR

-0.67%

Shares2.5K

Event2026-03-31

Filed2026-04-09

ETH

GRAYSCALE ETHEREUM STAKING

7.80%

Shares19.0K

Event2026-03-31

Filed2026-04-09

PMBS

PIMCO ETF TR

New

Shares7.8K

Event2026-03-31

Filed2026-04-09

NBIS

NEBIUS GROUP N.V.

25.11%

Shares3.2K

Event2026-03-31

Filed2026-04-09

FELC

FIDELITY COVINGTON TRUST

0.28%

Shares10.1K

Event2026-03-31

Filed2026-04-09

JMST

J P MORGAN EXCHANGE TRADED F

-4.85%

Shares7.2K

Event2026-03-31

Filed2026-04-09

COMP

COMPASS INC

48.68%

Shares46.4K

Event2026-03-31

Filed2026-04-09

TSLA

TESLA INC

-0.11%

Shares945

Event2026-03-31

Filed2026-04-09

BKLC

BNY MELLON ETF TRUST

0.00%

Shares2.9K

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

-5.85%

Shares1.2K

Event2026-03-31

Filed2026-04-09

DIS

DISNEY WALT CO

0.44%

Shares3.6K

Event2026-03-31

Filed2026-04-09

MTB

M & T BK CORP

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-09

FSMB

FIRST TR EXCH TRADED FD III

-1.46%

Shares16.5K

Event2026-03-31

Filed2026-04-09

BKUI

BNY MELLON ETF TRUST

-11.50%

Shares6.6K

Event2026-03-31

Filed2026-04-09

IMCG

ISHARES TR

0.15%

Shares4.1K

Event2026-03-31

Filed2026-04-09

CVX

CHEVRON CORPORATION

New

Shares1.6K

Event2026-03-31

Filed2026-04-09

GENERAL DYNAMICS CORP

-0.22%

Shares928

Event2026-03-31

Filed2026-04-09

MCD

MCDONALDS CORP

-0.48%

Shares1.0K

Event2026-03-31

Filed2026-04-09

BROADCOM INC

7.86%

Shares988

Event2026-03-31

Filed2026-04-09