Sponsored

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

Currently, WealthPLAN Partners, LLC holds 217 types of securities in its portfolio with a total value $516.8M. In the most recent quarter, they have increased their positions in IVV (+7.9K shares, valued at $5.2M), EPS (+32.5K shares, valued at $2.2M), CORO (+68.6K shares, valued at $2.2M); decreased their positions in PAAA (-233.4K shares, valued at $11.9M), AAPL (-37.3K shares, valued at $9.5M), NVDA (-37.3K shares, valued at $6.5M); initiated new positions in CORO (+68.6K shares, valued at $2.2M), ACWX (+29.9K shares, valued at $2.0M), GOVT (+78.6K shares, valued at $1.8M).

1M P&L

+15.5M+3.25%

3M P&L

+22.4M+4.75%

HY P&L

+44.8M+9.99%

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/A253.2M

56.2%

2Consumer Electronics39.7M

8.8%

3Semiconductors14.2M

3.1%

Top Industries by Stock Count

1N/A105 stocks

52.0%

2Semiconductors6 stocks

3.0%

3Drug Manufacturers - General5 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC156.4K shares-19.25%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL66.6K shares-5.78%2026-03-312026-04-29

IVV ISHARES TR31.5K shares33.70%2026-03-312026-04-29

DGRO ISHARES TR215.2K shares-6.50%2026-03-312026-04-29

BUFR FIRST TR EXCHNG TRADED FD VI335.7K shares-18.14%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR19.4K shares-8.16%2026-03-312026-04-29

NVDA NVIDIA CORPORATION58.9K shares-38.78%2026-03-312026-04-29

AMZN AMAZON COM INC47.1K shares-25.42%2026-03-312026-04-29

Sponsored

VTI VANGUARD INDEX FDS29.1K shares-15.61%2026-03-312026-04-29

EA SERIES TRUST EA SERIES TRUST182.7K shares19.23%2026-03-312026-04-29

CLOI VANECK ETF TRUST161.6K shares1.54%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION8.0K shares-12.08%2026-03-312026-04-29

AVEM AMERICAN CENTY ETF TR91.2K shares2.10%2026-03-312026-04-29

HEQT SIMPLIFY EXCHANGE TRADED FUN227.2K shares-25.48%2026-03-312026-04-29

IVW ISHARES TR61.3K shares-7.19%2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS45.8K shares1.86%2026-03-312026-04-29

Sponsored

PAAA PGIM ETF TR119.9K shares-66.07%2026-03-312026-04-29

HELO J P MORGAN EXCHANGE TRADED F92.6K shares-18.07%2026-03-312026-04-29

COWZ PACER FDS TR93.2K shares-16.81%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR187.0K shares-3.40%2026-03-312026-04-29

IGRO ISHARES TR67.0K shares-18.94%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO19.0K shares-15.25%2026-03-312026-04-29

ALPHABET INC ALPHABET INC19.0K shares-33.48%2026-03-312026-04-29

MSFT MICROSOFT CORP14.0K shares-30.79%2026-03-312026-04-29

Sponsored

SPYM SPDR SERIES TRUST67.2K shares31.39%2026-03-312026-04-29

WMT WALMART INC40.2K shares-38.16%2026-03-312026-04-29

FTLS FIRST TR EXCH TRADED FD III70.2K shares-26.78%2026-03-312026-04-29

UNP UNION PAC CORP20.2K shares-0.82%2026-03-312026-04-29

CASY CASEYS GEN STORES INC6.7K shares-23.79%2026-03-312026-04-29

CVX CHEVRON CORPORATION21.9K shares-17.16%2026-03-312026-04-29

SCHZ SCHWAB STRATEGIC TR191.9K shares2.56%2026-03-312026-04-29

JNJ JOHNSON & JOHNSON17.4K shares-44.70%2026-03-312026-04-29

Sponsored

IVE ISHARES TR19.6K shares-11.92%2026-03-312026-04-29

SPYG SPDR SERIES TRUST39.0K shares-31.68%2026-03-312026-04-29

ALPHABET INC ALPHABET INC13.2K shares-14.65%2026-03-312026-04-29

ABBV ABBVIE INC17.0K shares-16.66%2026-03-312026-04-29

AGOX STARBOARD INVT TR133.6K shares-23.30%2026-03-312026-04-29

DYNF BLACKROCK ETF TRUST57.8K shares-13.59%2026-03-312026-04-29

MOAT VANECK ETF TRUST32.2K shares-23.45%2026-03-312026-04-29

META META PLATFORMS INC5.3K shares-25.04%2026-03-312026-04-29

Sponsored

XOM EXXON MOBIL CORP17.8K shares49.77%2026-03-312026-04-29

EPS WISDOMTREE TR41.9K shares342.27%2026-03-312026-04-29

AGG ISHARES TR28.3K shares152.89%2026-03-312026-04-29

TCAF T ROWE PRICE ETF INC78.8K shares-1.25%2026-03-312026-04-29

MCK MCKESSON CORP3.2K shares1.41%2026-03-312026-04-29

PEP PEPSICO INC17.6K shares-31.82%2026-03-312026-04-29

XTEN BONDBLOXX ETF TRUST58.4K shares5.14%2026-03-312026-04-29

ICOW PACER FDS TR62.5K shares-23.70%2026-03-312026-04-29

Sponsored

IUSB ISHARES TR56.1K shares2.64%2026-03-312026-04-29

TDV PROSHARES TR29.8K shares-21.00%2026-03-312026-04-29

EMR EMERSON ELEC CO19.0K shares-27.69%2026-03-312026-04-29

LECO LINCOLN ELEC HLDGS INC10.0K shares-24.80%2026-03-312026-04-29

ALB ALBEMARLE CORP13.8K shares-31.59%2026-03-312026-04-29

FLTR VANECK ETF TRUST95.9K shares-18.89%2026-03-312026-04-29

O REALTY INCOME CORP39.9K shares-26.76%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS10.0K shares-28.64%2026-03-312026-04-29

Sponsored

FLBL FRANKLIN TEMPLETON ETF TR103.9K shares-21.35%2026-03-312026-04-29

VZ VERIZON COMMUNICATIONS INC47.6K shares-31.60%2026-03-312026-04-29

AMGN AMGEN INC6.8K shares-27.83%2026-03-312026-04-29

JCPB J P MORGAN EXCHANGE TRADED F50.6K shares249.04%2026-03-312026-04-29

MSM MSC INDL DIRECT INC25.8K shares-30.51%2026-03-312026-04-29

JIRE J P MORGAN EXCHANGE TRADED F31.3K shares354.56%2026-03-312026-04-29

BKE BUCKLE INC46.4K shares-0.42%2026-03-312026-04-29

TSN TYSON FOODS INC35.8K shares-26.75%2026-03-312026-04-29

Sponsored

TSLA TESLA INC6.1K shares-44.29%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR15.5K shares1.76%2026-03-312026-04-29

CFR CULLEN FROST BANKERS INC16.3K shares-26.48%2026-03-312026-04-29

CORO BLACKROCK ETF TRUST68.6K sharesnew addition2026-03-312026-04-29

MBSF VALUED ADVISERS TR85.2K shares-22.01%2026-03-312026-04-29

NUE NUCOR CORP12.5K shares-37.78%2026-03-312026-04-29

GGG GRACO INC24.8K shares-28.78%2026-03-312026-04-29

JGLO J P MORGAN EXCHANGE TRADED F31.7K shares359.89%2026-03-312026-04-29

Sponsored

ACWX ISHARES TR29.9K sharesnew addition2026-03-312026-04-29

XLF SELECT SECTOR SPDR TR40.6K shares-3.76%2026-03-312026-04-29

LMT LOCKHEED MARTIN CORP3.3K shares-30.30%2026-03-312026-04-29

MBB ISHARES TR20.8K shares3.56%2026-03-312026-04-29

JAVA J P MORGAN EXCHANGE TRADED F27.4K shares372.13%2026-03-312026-04-29

JGRO J P MORGAN EXCHANGE TRADED F23.0K shares267.78%2026-03-312026-04-29

TXN TEXAS INSTRS INC9.9K shares-35.73%2026-03-312026-04-29

SEMI COLUMBIA ETF TR I64.4K shares-26.96%2026-03-312026-04-29

Sponsored

BSEP INNOVATOR ETFS TRUST38.2K shares-0.40%2026-03-312026-04-29

GOVT ISHARES TR78.6K sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED3.6K shares-28.77%2026-03-312026-04-29

APD AIR PRODUCTS AND CHEMICALS I5.9K shares-31.95%2026-03-312026-04-29

BAI BLACKROCK ETF TRUST51.0K shares5.46%2026-03-312026-04-29

RPM RPM INTL INC16.3K shares-29.60%2026-03-312026-04-29

QUAL ISHARES TR8.4K shares-3.97%2026-03-312026-04-29

GPC GENUINE PARTS CO15.2K shares-32.46%2026-03-312026-04-29

Sponsored

DOV DOVER CORP7.7K shares-29.81%2026-03-312026-04-29

GLD SPDR GOLD TR3.7K shares-8.11%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II13.9K shares6.69%2026-03-312026-04-29

IEFA ISHARES TR17.0K shares253.99%2026-03-312026-04-29

HIGH SIMPLIFY EXCHANGE TRADED FUN71.6K shares-23.06%2026-03-312026-04-29

EFV ISHARES TR20.4K shares-42.88%2026-03-312026-04-29

HD HOME DEPOT INC4.6K shares12.87%2026-03-312026-04-29

THRO BLACKROCK ETF TRUST40.2K shares4.06%2026-03-312026-04-29

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-29

IEMG ISHARES INC19.5K shares-51.07%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC2.7K shares-33.17%2026-03-312026-04-29

BRO BROWN & BROWN INC20.0K shares-34.43%2026-03-312026-04-29

IAGG ISHARES TR25.3K shares5.64%2026-03-312026-04-29

V VISA INC4.2K shares11.38%2026-03-312026-04-29

BROADCOM INC BROADCOM INC3.9K shares-53.54%2026-03-312026-04-29

BINC BLACKROCK ETF TRUST II23.1K shares-15.97%2026-03-312026-04-29

Sponsored

CAT CATERPILLAR INC1.7K shares3.26%2026-03-312026-04-29

MAIN MAIN STR CAP CORP22.4K shares-2.77%2026-03-312026-04-29

BLCR BLACKROCK ETF TRUST28.4K sharesnew addition2026-03-312026-04-29

POCT INNOVATOR ETFS TRUST26.5K shares7.95%2026-03-312026-04-29

DE DEERE & CO2.0K shares-1.75%2026-03-312026-04-29

JFLX J P MORGAN EXCHANGE TRADED F22.2K shares131.60%2026-03-312026-04-29

SHLD GLOBAL X FDS15.5K shares68.29%2026-03-312026-04-29

JMEE J P MORGAN EXCHANGE TRADED F16.3K shares357.05%2026-03-312026-04-29

Sponsored

LOW LOWES COS INC4.6K shares-15.65%2026-03-312026-04-29

KO COCA COLA CO14.2K shares64.07%2026-03-312026-04-29

PLTR PALANTIR TECHNOLOGIES INC7.3K shares-53.72%2026-03-312026-04-29

ZOCT INNOVATOR ETFS TRUST39.9K shares0.00%2026-03-312026-04-29

APOC INNOVATOR ETFS TRUST39.7K shares0.00%2026-03-312026-04-29

MO ALTRIA GROUP INC14.9K shares-8.63%2026-03-312026-04-29

NKE NIKE INC18.2K shares-34.95%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC7.9K shares-50.95%2026-03-312026-04-29

Sponsored

PJAN INNOVATOR ETFS TRUST19.5K shares9.74%2026-03-312026-04-29

PTRB PGIM ETF TR20.6K shares0.00%2026-03-312026-04-29

STZ CONSTELLATION BRANDS INC5.6K shares-28.64%2026-03-312026-04-29

NEE NEXTERA ENERGY INC8.9K shares-2.09%2026-03-312026-04-29

UDEC INNOVATOR ETFS TRUST21.0K shares-28.72%2026-03-312026-04-29

AGGY WISDOMTREE TR18.3K shares20.86%2026-03-312026-04-29

SCHG SCHWAB STRATEGIC TR26.6K shares-1.00%2026-03-312026-04-29

SCHX SCHWAB STRATEGIC TR30.1K shares1.81%2026-03-312026-04-29

Sponsored

DVY ISHARES TR5.1K shares-0.59%2026-03-312026-04-29

BDEC INNOVATOR ETFS TRUST16.0K shares-28.90%2026-03-312026-04-29

AMAT APPLIED MATLS INC2.2K sharesnew addition2026-03-312026-04-29

LLY ELI LILLY & CO800 shares-64.11%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC6.0K shares-44.36%2026-03-312026-04-29

MCD MCDONALDS CORP2.3K shares-3.74%2026-03-312026-04-29

ABT ABBOTT LABORATORIES6.6K shares16.22%2026-03-312026-04-29

LNG CHENIERE ENERGY INC2.3K shares-39.19%2026-03-312026-04-29

Sponsored

FXH FIRST TR EXCHANGE-TRADED FD5.9K shares-0.86%2026-03-312026-04-29

PAPR INNOVATOR ETFS TRUST16.1K shares12.55%2026-03-312026-04-29

T AT&T INC22.2K shares11.09%2026-03-312026-04-29

DECT AIM ETF PRODUCTS TRUST17.9K shares-34.57%2026-03-312026-04-29

UMAR INNOVATOR ETFS TRUST15.9K shares-33.81%2026-03-312026-04-29

GAUG FIRST TR EXCHNG TRADED FD VI16.3K shares-33.58%2026-03-312026-04-29

QHY WISDOMTREE TR13.6K shares124.29%2026-03-312026-04-29

UNH UNITEDHEALTH GROUP INC2.2K shares88.12%2026-03-312026-04-29

Sponsored

ORCL ORACLE CORP4.0K shares-34.62%2026-03-312026-04-29

MTBA SIMPLIFY EXCHANGE TRADED FUN11.8K shares20.55%2026-03-312026-04-29

BAC BANK AMERICA CORP11.9K shares27.71%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T887 shares-53.27%2026-03-312026-04-29

SCHW SCHWAB CHARLES CORP6.1K shares16.74%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE2.0K shares-6.22%2026-03-312026-04-29

WTPI WISDOMTREE TR17.9K shares26.91%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR20.4K shares-0.50%2026-03-312026-04-29

Sponsored

PJUL INNOVATOR ETFS TRUST12.0K shares15.06%2026-03-312026-04-29

INTC INTEL CORP12.3K shares-70.26%2026-03-312026-04-29

PG PROCTER & GAMBLE CO3.8K shares28.80%2026-03-312026-04-29

AGGH SIMPLIFY EXCHANGE TRADED FUN26.4K shares18.52%2026-03-312026-04-29

SPGI S&P GLOBAL INC1.3K shares-41.12%2026-03-312026-04-29

PSA PUBLIC STORAGE OPER CO1.9K shares1.73%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC1.5K shares-56.82%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC1.5K shares-3.80%2026-03-312026-04-29

Sponsored

GEV GE VERNOVA INC563 shares13.74%2026-03-312026-04-29

USB US BANCORP9.4K shares-10.33%2026-03-312026-04-29

SCHF SCHWAB STRATEGIC TR19.3K shares-1.33%2026-03-312026-04-29

BAPR INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.4.8K shares-14.75%2026-03-312026-04-29

CSM PROSHARES TR6.1K shares0.03%2026-03-312026-04-29

GLDM WORLD GOLD TR4.9K shares-68.47%2026-03-312026-04-29

SUN SUNOCO LP/SUNOCO FIN CORP6.9K shares0.07%2026-03-312026-04-29

Sponsored

AMD ADVANCED MICRO DEVICES INC2.1K shares-71.55%2026-03-312026-04-29

MDY STATE STR SPDR S&P MIDCAP 40683 shares-41.37%2026-03-312026-04-29

AOS SMITH A O CORP6.4K shares-40.95%2026-03-312026-04-29

TMUS T-MOBILE US INC1.9K sharesnew addition2026-03-312026-04-29

RTX RTX CORPORATION2.0K shares0.34%2026-03-312026-04-29

MMD NYLI MACKAY DEFINEDTERM MUNI26.4K shares0.00%2026-03-312026-04-29

NOBL PROSHARES TR3.3K shares-74.65%2026-03-312026-04-29

HYLB DBX ETF TR9.5K shares70.03%2026-03-312026-04-29

Sponsored

NSC NORFOLK SOUTHN CORP1.2K shares-4.10%2026-03-312026-04-29

ROK ROCKWELL AUTOMATION INC953 shares2.03%2026-03-312026-04-29

CSCO CISCO SYS INC4.3K shares-7.90%2026-03-312026-04-29

VLTO VERALTO CORP3.8K shares-62.56%2026-03-312026-04-29

COP CONOCOPHILLIPS2.5K shares1.08%2026-03-312026-04-29

BA BOEING CO1.7K shares-3.75%2026-03-312026-04-29

GLOBAL X FDS GLOBAL X FDS12.0K sharesnew addition2026-03-312026-04-29

VANECK ETF TRUST VANECK ETF TRUST13.8K sharesnew addition2026-03-312026-04-29

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP1.5K shares28.93%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD6.8K shares-3.30%2026-03-312026-04-29

PAUG INNOVATOR ETFS TRUST7.5K shares-7.76%2026-03-312026-04-29

ROP ROPER TECHNOLOGIES INC902 shares-42.25%2026-03-312026-04-29

KLAC KLA CORP214 shares-6.55%2026-03-312026-04-29

AXP AMERICAN EXPRESS CO1.0K shares14.27%2026-03-312026-04-29

FNDF SCHWAB STRATEGIC TR6.3K shares-3.44%2026-03-312026-04-29

OMC OMNICOM GROUP INC4.0K shares-17.52%2026-03-312026-04-29

Sponsored

XLK SELECT SECTOR SPDR TR2.2K shares-58.00%2026-03-312026-04-29

ADBE ADOBE INC1.2K shares-74.62%2026-03-312026-04-29

SNPS SYNOPSYS INC712 shares-44.42%2026-03-312026-04-29

HYIN WISDOMTREE TR19.3K shares35.90%2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR3.1K shares-18.57%2026-03-312026-04-29

SPOT SPOTIFY TECHNOLOGY S A556 shares-26.16%2026-03-312026-04-29

JEPQ J P MORGAN EXCHANGE TRADED F4.7K shares19.02%2026-03-312026-04-29

RDVY FIRST TR EXCHANGE TRADED FD3.8K shares-48.11%2026-03-312026-04-29

Sponsored

EMLC VANECK ETF TRUST10.3K shares22.47%2026-03-312026-04-29

GILD GILEAD SCIENCES INC1.9K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS413 shares-54.21%2026-03-312026-04-29

LULU LULULEMON ATHLETICA INC1.6K shares-48.40%2026-03-312026-04-29

BJAN INNOVATOR ETFS TRUST4.5K shares2.35%2026-03-312026-04-29

JPIE J P MORGAN EXCHANGE TRADED F5.1K sharesnew addition2026-03-312026-04-29

ISRG INTUITIVE SURGICAL INC504 shares16.13%2026-03-312026-04-29

WPC WP CAREY INC3.3K shares-53.31%2026-03-312026-04-29

Sponsored

XLE SELECT SECTOR SPDR TR3.6K shares-50.71%2026-03-312026-04-29

CRWD CROWDSTRIKE HLDGS INC554 shares-71.78%2026-03-312026-04-29

HRL HORMEL FOODS CORP9.4K shares-12.48%2026-03-312026-04-29

FSCO FS CREDIT OPPORTUNITIES CORP36.0K shares0.00%2026-03-312026-04-29

FS SPECIALTY LENDING FD FS SPECIALTY LENDING FD13.4K shares-17.32%2026-03-312026-04-29

BTAL AGF INVTS TR11.0K sharesnew addition2026-03-312026-04-29

DSL DOUBLELINE INCOME SOLUTIONS12.2K shares-9.65%2026-03-312026-04-29

AGNC AGNC INVT CORP12.8K shares6.42%2026-03-312026-04-29

Sponsored

STXS STEREOTAXIS INC13.7K shares7.90%2026-03-312026-04-29

AAPL

APPLE INC

-19.25%

Shares156.4K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-5.78%

Shares66.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

33.70%

Shares31.5K

Event2026-03-31

Filed2026-04-29

DGRO

ISHARES TR

-6.50%

Shares215.2K

Event2026-03-31

Filed2026-04-29

BUFR

FIRST TR EXCHNG TRADED FD VI

-18.14%

Shares335.7K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-8.16%

Shares19.4K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-38.78%

Shares58.9K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-25.42%

Shares47.1K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-15.61%

Shares29.1K

Event2026-03-31

Filed2026-04-29

EA SERIES TRUST

19.23%

Shares182.7K

Event2026-03-31

Filed2026-04-29

CLOI

VANECK ETF TRUST

1.54%

Shares161.6K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

-12.08%

Shares8.0K

Event2026-03-31

Filed2026-04-29

AVEM

AMERICAN CENTY ETF TR

2.10%

Shares91.2K

Event2026-03-31

Filed2026-04-29

HEQT

SIMPLIFY EXCHANGE TRADED FUN

-25.48%

Shares227.2K

Event2026-03-31

Filed2026-04-29

IVW

ISHARES TR

-7.19%

Shares61.3K

Event2026-03-31

Filed2026-04-29

VYM

VANGUARD WHITEHALL FDS

1.86%

Shares45.8K

Event2026-03-31

Filed2026-04-29

PAAA

PGIM ETF TR

-66.07%

Shares119.9K

Event2026-03-31

Filed2026-04-29

HELO

J P MORGAN EXCHANGE TRADED F

-18.07%

Shares92.6K

Event2026-03-31

Filed2026-04-29

COWZ

PACER FDS TR

-16.81%

Shares93.2K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

-3.40%

Shares187.0K

Event2026-03-31

Filed2026-04-29

IGRO

ISHARES TR

-18.94%

Shares67.0K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-15.25%

Shares19.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-33.48%

Shares19.0K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-30.79%

Shares14.0K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

31.39%

Shares67.2K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

-38.16%

Shares40.2K

Event2026-03-31

Filed2026-04-29

FTLS

FIRST TR EXCH TRADED FD III

-26.78%

Shares70.2K

Event2026-03-31

Filed2026-04-29

UNP

UNION PAC CORP

-0.82%

Shares20.2K

Event2026-03-31

Filed2026-04-29

CASY

CASEYS GEN STORES INC

-23.79%

Shares6.7K

Event2026-03-31

Filed2026-04-29

CVX

CHEVRON CORPORATION

-17.16%

Shares21.9K

Event2026-03-31

Filed2026-04-29

SCHZ

SCHWAB STRATEGIC TR

2.56%

Shares191.9K

Event2026-03-31

Filed2026-04-29

JNJ

JOHNSON & JOHNSON

-44.70%

Shares17.4K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

-11.92%

Shares19.6K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-31.68%

Shares39.0K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-14.65%

Shares13.2K

Event2026-03-31

Filed2026-04-29

ABBV

ABBVIE INC

-16.66%

Shares17.0K

Event2026-03-31

Filed2026-04-29

AGOX

STARBOARD INVT TR

-23.30%

Shares133.6K

Event2026-03-31

Filed2026-04-29

DYNF

BLACKROCK ETF TRUST

-13.59%

Shares57.8K

Event2026-03-31

Filed2026-04-29

MOAT

VANECK ETF TRUST

-23.45%

Shares32.2K

Event2026-03-31

Filed2026-04-29

META

META PLATFORMS INC

-25.04%

Shares5.3K

Event2026-03-31

Filed2026-04-29

XOM

EXXON MOBIL CORP

49.77%

Shares17.8K

Event2026-03-31

Filed2026-04-29

EPS

WISDOMTREE TR

342.27%

Shares41.9K

Event2026-03-31

Filed2026-04-29

AGG

ISHARES TR

152.89%

Shares28.3K

Event2026-03-31

Filed2026-04-29

TCAF

T ROWE PRICE ETF INC

-1.25%

Shares78.8K

Event2026-03-31

Filed2026-04-29

MCK

MCKESSON CORP

1.41%

Shares3.2K

Event2026-03-31

Filed2026-04-29

PEP

PEPSICO INC

-31.82%

Shares17.6K

Event2026-03-31

Filed2026-04-29

XTEN

BONDBLOXX ETF TRUST

5.14%

Shares58.4K

Event2026-03-31

Filed2026-04-29

ICOW

PACER FDS TR

-23.70%

Shares62.5K

Event2026-03-31

Filed2026-04-29

IUSB

ISHARES TR

2.64%

Shares56.1K

Event2026-03-31

Filed2026-04-29

TDV

PROSHARES TR

-21.00%

Shares29.8K

Event2026-03-31

Filed2026-04-29

EMR

EMERSON ELEC CO

-27.69%

Shares19.0K

Event2026-03-31

Filed2026-04-29

LECO

LINCOLN ELEC HLDGS INC

-24.80%

Shares10.0K

Event2026-03-31

Filed2026-04-29

ALB

ALBEMARLE CORP

-31.59%

Shares13.8K

Event2026-03-31

Filed2026-04-29

FLTR

VANECK ETF TRUST

-18.89%

Shares95.9K

Event2026-03-31

Filed2026-04-29

REALTY INCOME CORP

-26.76%

Shares39.9K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-28.64%

Shares10.0K

Event2026-03-31

Filed2026-04-29

FLBL

FRANKLIN TEMPLETON ETF TR

-21.35%

Shares103.9K

Event2026-03-31

Filed2026-04-29

VERIZON COMMUNICATIONS INC

-31.60%

Shares47.6K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

-27.83%

Shares6.8K

Event2026-03-31

Filed2026-04-29

JCPB

J P MORGAN EXCHANGE TRADED F

249.04%

Shares50.6K

Event2026-03-31

Filed2026-04-29

MSM

MSC INDL DIRECT INC

-30.51%

Shares25.8K

Event2026-03-31

Filed2026-04-29

JIRE

J P MORGAN EXCHANGE TRADED F

354.56%

Shares31.3K

Event2026-03-31

Filed2026-04-29

BKE

BUCKLE INC

-0.42%

Shares46.4K

Event2026-03-31

Filed2026-04-29

TSN

TYSON FOODS INC

-26.75%

Shares35.8K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-44.29%

Shares6.1K

Event2026-03-31

Filed2026-04-29

XLV

SELECT SECTOR SPDR TR

1.76%

Shares15.5K

Event2026-03-31

Filed2026-04-29

CFR

CULLEN FROST BANKERS INC

-26.48%

Shares16.3K

Event2026-03-31

Filed2026-04-29

CORO

BLACKROCK ETF TRUST

New

Shares68.6K

Event2026-03-31

Filed2026-04-29

MBSF

VALUED ADVISERS TR

-22.01%

Shares85.2K

Event2026-03-31

Filed2026-04-29

NUE

NUCOR CORP

-37.78%

Shares12.5K

Event2026-03-31

Filed2026-04-29

GGG

GRACO INC

-28.78%

Shares24.8K

Event2026-03-31

Filed2026-04-29

JGLO

J P MORGAN EXCHANGE TRADED F

359.89%

Shares31.7K

Event2026-03-31

Filed2026-04-29

ACWX

ISHARES TR

New

Shares29.9K

Event2026-03-31

Filed2026-04-29

XLF

SELECT SECTOR SPDR TR

-3.76%

Shares40.6K

Event2026-03-31

Filed2026-04-29

LMT

LOCKHEED MARTIN CORP

-30.30%

Shares3.3K

Event2026-03-31

Filed2026-04-29

MBB

ISHARES TR

3.56%

Shares20.8K

Event2026-03-31

Filed2026-04-29

JAVA

J P MORGAN EXCHANGE TRADED F

372.13%

Shares27.4K

Event2026-03-31

Filed2026-04-29

JGRO

J P MORGAN EXCHANGE TRADED F

267.78%

Shares23.0K

Event2026-03-31

Filed2026-04-29

TXN

TEXAS INSTRS INC

-35.73%

Shares9.9K

Event2026-03-31

Filed2026-04-29

SEMI

COLUMBIA ETF TR I

-26.96%

Shares64.4K

Event2026-03-31

Filed2026-04-29

BSEP

INNOVATOR ETFS TRUST

-0.40%

Shares38.2K

Event2026-03-31

Filed2026-04-29

GOVT

ISHARES TR

New

Shares78.6K

Event2026-03-31

Filed2026-04-29

MASTERCARD INCORPORATED

-28.77%

Shares3.6K

Event2026-03-31

Filed2026-04-29

APD

AIR PRODUCTS AND CHEMICALS I

-31.95%

Shares5.9K

Event2026-03-31

Filed2026-04-29

BAI

BLACKROCK ETF TRUST

5.46%

Shares51.0K

Event2026-03-31

Filed2026-04-29

RPM

RPM INTL INC

-29.60%

Shares16.3K

Event2026-03-31

Filed2026-04-29

QUAL

ISHARES TR

-3.97%

Shares8.4K

Event2026-03-31

Filed2026-04-29

GPC

GENUINE PARTS CO

-32.46%

Shares15.2K

Event2026-03-31

Filed2026-04-29

DOV

DOVER CORP

-29.81%

Shares7.7K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-8.11%

Shares3.7K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

6.69%

Shares13.9K

Event2026-03-31

Filed2026-04-29

IEFA

ISHARES TR

253.99%

Shares17.0K

Event2026-03-31

Filed2026-04-29

HIGH

SIMPLIFY EXCHANGE TRADED FUN

-23.06%

Shares71.6K

Event2026-03-31

Filed2026-04-29

EFV

ISHARES TR

-42.88%

Shares20.4K

Event2026-03-31

Filed2026-04-29

HOME DEPOT INC

12.87%

Shares4.6K

Event2026-03-31

Filed2026-04-29

THRO

BLACKROCK ETF TRUST

4.06%

Shares40.2K

Event2026-03-31

Filed2026-04-29

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2

Event2026-03-31

Filed2026-04-29

IEMG

ISHARES INC

-51.07%

Shares19.5K

Event2026-03-31

Filed2026-04-29

TMO

THERMO FISHER SCIENTIFIC INC

-33.17%

Shares2.7K

Event2026-03-31

Filed2026-04-29

BRO

BROWN & BROWN INC

-34.43%

Shares20.0K

Event2026-03-31

Filed2026-04-29

IAGG

ISHARES TR

5.64%

Shares25.3K

Event2026-03-31

Filed2026-04-29

VISA INC

11.38%

Shares4.2K

Event2026-03-31

Filed2026-04-29

BROADCOM INC

-53.54%

Shares3.9K

Event2026-03-31

Filed2026-04-29

BINC

BLACKROCK ETF TRUST II

-15.97%

Shares23.1K

Event2026-03-31

Filed2026-04-29

CAT

CATERPILLAR INC

3.26%

Shares1.7K

Event2026-03-31

Filed2026-04-29

MAIN

MAIN STR CAP CORP

-2.77%

Shares22.4K

Event2026-03-31

Filed2026-04-29

BLCR

BLACKROCK ETF TRUST

New

Shares28.4K

Event2026-03-31

Filed2026-04-29

POCT

INNOVATOR ETFS TRUST

7.95%

Shares26.5K

Event2026-03-31

Filed2026-04-29

DEERE & CO

-1.75%

Shares2.0K

Event2026-03-31

Filed2026-04-29

JFLX

J P MORGAN EXCHANGE TRADED F

131.60%

Shares22.2K

Event2026-03-31

Filed2026-04-29

SHLD

GLOBAL X FDS

68.29%

Shares15.5K

Event2026-03-31

Filed2026-04-29

JMEE

J P MORGAN EXCHANGE TRADED F

357.05%

Shares16.3K

Event2026-03-31

Filed2026-04-29

LOW

LOWES COS INC

-15.65%

Shares4.6K

Event2026-03-31

Filed2026-04-29

COCA COLA CO

64.07%

Shares14.2K

Event2026-03-31

Filed2026-04-29

PLTR

PALANTIR TECHNOLOGIES INC

-53.72%

Shares7.3K

Event2026-03-31

Filed2026-04-29

ZOCT

INNOVATOR ETFS TRUST

0.00%

Shares39.9K

Event2026-03-31

Filed2026-04-29

APOC

INNOVATOR ETFS TRUST

0.00%

Shares39.7K

Event2026-03-31

Filed2026-04-29

ALTRIA GROUP INC

-8.63%

Shares14.9K

Event2026-03-31

Filed2026-04-29

NKE

NIKE INC

-34.95%

Shares18.2K

Event2026-03-31

Filed2026-04-29

BLACKSTONE INC

-50.95%

Shares7.9K

Event2026-03-31

Filed2026-04-29

PJAN

INNOVATOR ETFS TRUST

9.74%

Shares19.5K

Event2026-03-31

Filed2026-04-29

PTRB

PGIM ETF TR

0.00%

Shares20.6K

Event2026-03-31

Filed2026-04-29

STZ

CONSTELLATION BRANDS INC

-28.64%

Shares5.6K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

-2.09%

Shares8.9K

Event2026-03-31

Filed2026-04-29

UDEC

INNOVATOR ETFS TRUST

-28.72%

Shares21.0K

Event2026-03-31

Filed2026-04-29

AGGY

WISDOMTREE TR

20.86%

Shares18.3K

Event2026-03-31

Filed2026-04-29

SCHG

SCHWAB STRATEGIC TR

-1.00%

Shares26.6K

Event2026-03-31

Filed2026-04-29

SCHX

SCHWAB STRATEGIC TR

1.81%

Shares30.1K

Event2026-03-31

Filed2026-04-29

DVY

ISHARES TR

-0.59%

Shares5.1K

Event2026-03-31

Filed2026-04-29

BDEC

INNOVATOR ETFS TRUST

-28.90%

Shares16.0K

Event2026-03-31

Filed2026-04-29

AMAT

APPLIED MATLS INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-64.11%

Shares800

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

-44.36%

Shares6.0K

Event2026-03-31

Filed2026-04-29

MCD

MCDONALDS CORP

-3.74%

Shares2.3K

Event2026-03-31

Filed2026-04-29

ABT

ABBOTT LABORATORIES

16.22%

Shares6.6K

Event2026-03-31

Filed2026-04-29

LNG

CHENIERE ENERGY INC

-39.19%

Shares2.3K

Event2026-03-31

Filed2026-04-29

FXH

FIRST TR EXCHANGE-TRADED FD

-0.86%

Shares5.9K

Event2026-03-31

Filed2026-04-29

PAPR

INNOVATOR ETFS TRUST

12.55%

Shares16.1K

Event2026-03-31

Filed2026-04-29

AT&T INC

11.09%

Shares22.2K

Event2026-03-31

Filed2026-04-29

DECT

AIM ETF PRODUCTS TRUST

-34.57%

Shares17.9K

Event2026-03-31

Filed2026-04-29

UMAR

INNOVATOR ETFS TRUST

-33.81%

Shares15.9K

Event2026-03-31

Filed2026-04-29

GAUG

FIRST TR EXCHNG TRADED FD VI

-33.58%

Shares16.3K

Event2026-03-31

Filed2026-04-29

QHY

WISDOMTREE TR

124.29%

Shares13.6K

Event2026-03-31

Filed2026-04-29

UNH

UNITEDHEALTH GROUP INC

88.12%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ORCL

ORACLE CORP

-34.62%

Shares4.0K

Event2026-03-31

Filed2026-04-29

MTBA

SIMPLIFY EXCHANGE TRADED FUN

20.55%

Shares11.8K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

27.71%

Shares11.9K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-53.27%

Shares887

Event2026-03-31

Filed2026-04-29

SCHW

SCHWAB CHARLES CORP

16.74%

Shares6.1K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

-6.22%

Shares2.0K

Event2026-03-31

Filed2026-04-29

WTPI

WISDOMTREE TR

26.91%

Shares17.9K

Event2026-03-31

Filed2026-04-29

FNDX

SCHWAB STRATEGIC TR

-0.50%

Shares20.4K

Event2026-03-31

Filed2026-04-29

PJUL

INNOVATOR ETFS TRUST

15.06%

Shares12.0K

Event2026-03-31

Filed2026-04-29

INTC

INTEL CORP

-70.26%

Shares12.3K

Event2026-03-31

Filed2026-04-29

PROCTER & GAMBLE CO

28.80%

Shares3.8K

Event2026-03-31

Filed2026-04-29

AGGH

SIMPLIFY EXCHANGE TRADED FUN

18.52%

Shares26.4K

Event2026-03-31

Filed2026-04-29

SPGI

S&P GLOBAL INC

-41.12%

Shares1.3K

Event2026-03-31

Filed2026-04-29

PSA

PUBLIC STORAGE OPER CO

1.73%

Shares1.9K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

-56.82%

Shares1.5K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-3.80%

Shares1.5K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

13.74%

Shares563

Event2026-03-31

Filed2026-04-29

USB

US BANCORP

-10.33%

Shares9.4K

Event2026-03-31

Filed2026-04-29

SCHF

SCHWAB STRATEGIC TR

-1.33%

Shares19.3K

Event2026-03-31

Filed2026-04-29

BAPR

INNOVATOR ETFS TRUST

0.00%

Shares9.5K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

-14.75%

Shares4.8K

Event2026-03-31

Filed2026-04-29

CSM

PROSHARES TR

0.03%

Shares6.1K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-68.47%

Shares4.9K

Event2026-03-31

Filed2026-04-29

SUN

SUNOCO LP/SUNOCO FIN CORP

0.07%

Shares6.9K

Event2026-03-31

Filed2026-04-29

AMD

ADVANCED MICRO DEVICES INC

-71.55%

Shares2.1K

Event2026-03-31

Filed2026-04-29

MDY

STATE STR SPDR S&P MIDCAP 40

-41.37%

Shares683

Event2026-03-31

Filed2026-04-29

AOS

SMITH A O CORP

-40.95%

Shares6.4K

Event2026-03-31

Filed2026-04-29

TMUS

T-MOBILE US INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

RTX

RTX CORPORATION

0.34%

Shares2.0K

Event2026-03-31

Filed2026-04-29

MMD

NYLI MACKAY DEFINEDTERM MUNI

0.00%

Shares26.4K

Event2026-03-31

Filed2026-04-29

NOBL

PROSHARES TR

-74.65%

Shares3.3K

Event2026-03-31

Filed2026-04-29

HYLB

DBX ETF TR

70.03%

Shares9.5K

Event2026-03-31

Filed2026-04-29

NSC

NORFOLK SOUTHN CORP

-4.10%

Shares1.2K

Event2026-03-31

Filed2026-04-29

ROK

ROCKWELL AUTOMATION INC

2.03%

Shares953

Event2026-03-31

Filed2026-04-29

CSCO

CISCO SYS INC

-7.90%

Shares4.3K

Event2026-03-31

Filed2026-04-29

VLTO

VERALTO CORP

-62.56%

Shares3.8K

Event2026-03-31

Filed2026-04-29

COP

CONOCOPHILLIPS

1.08%

Shares2.5K

Event2026-03-31

Filed2026-04-29

BOEING CO

-3.75%

Shares1.7K

Event2026-03-31

Filed2026-04-29

GLOBAL X FDS

New

Shares12.0K

Event2026-03-31

Filed2026-04-29

VANECK ETF TRUST

New

Shares13.8K

Event2026-03-31

Filed2026-04-29

LAM RESEARCH CORP

28.93%

Shares1.5K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

-3.30%

Shares6.8K

Event2026-03-31

Filed2026-04-29

PAUG

INNOVATOR ETFS TRUST

-7.76%

Shares7.5K

Event2026-03-31

Filed2026-04-29

ROP

ROPER TECHNOLOGIES INC

-42.25%

Shares902

Event2026-03-31

Filed2026-04-29

KLAC

KLA CORP

-6.55%

Shares214

Event2026-03-31

Filed2026-04-29

AXP

AMERICAN EXPRESS CO

14.27%

Shares1.0K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

-3.44%

Shares6.3K

Event2026-03-31

Filed2026-04-29

OMC

OMNICOM GROUP INC

-17.52%

Shares4.0K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-58.00%

Shares2.2K

Event2026-03-31

Filed2026-04-29

ADBE

ADOBE INC

-74.62%

Shares1.2K

Event2026-03-31

Filed2026-04-29

SNPS

SYNOPSYS INC

-44.42%

Shares712

Event2026-03-31

Filed2026-04-29

HYIN

WISDOMTREE TR

35.90%

Shares19.3K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-18.57%

Shares3.1K

Event2026-03-31

Filed2026-04-29

SPOT

SPOTIFY TECHNOLOGY S A

-26.16%

Shares556

Event2026-03-31

Filed2026-04-29

JEPQ

J P MORGAN EXCHANGE TRADED F

19.02%

Shares4.7K

Event2026-03-31

Filed2026-04-29

RDVY

FIRST TR EXCHANGE TRADED FD

-48.11%

Shares3.8K

Event2026-03-31

Filed2026-04-29

EMLC

VANECK ETF TRUST

22.47%

Shares10.3K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

New

Shares1.9K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

-54.21%

Shares413

Event2026-03-31

Filed2026-04-29

LULU

LULULEMON ATHLETICA INC

-48.40%

Shares1.6K

Event2026-03-31

Filed2026-04-29

BJAN

INNOVATOR ETFS TRUST

2.35%

Shares4.5K

Event2026-03-31

Filed2026-04-29

JPIE

J P MORGAN EXCHANGE TRADED F

New

Shares5.1K

Event2026-03-31

Filed2026-04-29

ISRG

INTUITIVE SURGICAL INC

16.13%

Shares504

Event2026-03-31

Filed2026-04-29

WPC

WP CAREY INC

-53.31%

Shares3.3K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

-50.71%

Shares3.6K

Event2026-03-31

Filed2026-04-29

CRWD

CROWDSTRIKE HLDGS INC

-71.78%

Shares554

Event2026-03-31

Filed2026-04-29

HRL

HORMEL FOODS CORP

-12.48%

Shares9.4K

Event2026-03-31

Filed2026-04-29

FSCO

FS CREDIT OPPORTUNITIES CORP

0.00%

Shares36.0K

Event2026-03-31

Filed2026-04-29

FS SPECIALTY LENDING FD

-17.32%

Shares13.4K

Event2026-03-31

Filed2026-04-29

BTAL

AGF INVTS TR

New

Shares11.0K

Event2026-03-31

Filed2026-04-29

DSL

DOUBLELINE INCOME SOLUTIONS

-9.65%

Shares12.2K

Event2026-03-31

Filed2026-04-29

AGNC

AGNC INVT CORP

6.42%

Shares12.8K

Event2026-03-31

Filed2026-04-29

STXS

STEREOTAXIS INC

7.90%

Shares13.7K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

TSM Call CallTAIWAN SEMICONDUCTOR MANUFAC300 sharesnew addition2026-03-312026-04-29

CRWD Call CallCROWDSTRIKE HLDGS INC100 sharesnew addition2026-03-312026-04-29

AGNC Call CallAGNC INVT CORP300 sharesnew addition2026-03-312026-04-29

TSM Call

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares300

Event2026-03-31

Filed2026-04-29

CRWD Call

CROWDSTRIKE HLDGS INC

New

Shares100

Event2026-03-31

Filed2026-04-29

AGNC Call

AGNC INVT CORP

New

Shares300

Event2026-03-31

Filed2026-04-29

Put Option Holdings

AMZN Put PutAMAZON COM INC2.7K sharesnew addition2026-03-312026-04-29

AMZN Put

AMAZON COM INC

New

Shares2.7K

Event2026-03-31

Filed2026-04-29