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The Analysis of Weaver Consulting Group's Holdings & P&L

Currently, Weaver Consulting Group holds 275 types of securities in its portfolio with a total value $419.6M. In the most recent quarter, they have increased their positions in BOXX (+27.3K shares, valued at $3.2M), UYLD (+44.3K shares, valued at $2.3M), PYLD (+78.6K shares, valued at $2.1M); decreased their positions in TFLO (-33.2K shares, valued at $1.7M), JAAA (-14.4K shares, valued at $727.4K), IBDR (-27.0K shares, valued at $655.4K); initiated new positions in NOC (+1.9K shares, valued at $1.3M), CGSD (+45.7K shares, valued at $1.2M), DYNF (+16.1K shares, valued at $936.5K).

1M P&L

+2.5M+0.62%

3M P&L

-3.3M-0.80%

HY P&L

+10.5M+2.68%

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/A316.4M

81.9%

2Consumer Electronics10.5M

2.7%

3Software - Infrastructure8.5M

2.2%

Top Industries by Stock Count

1N/A173 stocks

70.3%

2Drug Manufacturers - General5 stocks

2.0%

3Semiconductors4 stocks

1.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DIVZ ELEVATION SERIES TRUST778.9K shares1.67%2026-03-312026-05-15

TFLO ISHARES TR377.8K shares-8.08%2026-03-312026-05-15

QUAL ISHARES TR98.1K shares-1.99%2026-03-312026-05-15

VTI VANGUARD INDEX FDS35.8K shares7.74%2026-03-312026-05-15

BOXX EA SERIES TRUST95.0K shares40.20%2026-03-312026-05-15

JAAA JANUS DETROIT STR TR193.1K shares-6.96%2026-03-312026-05-15

AAPL APPLE INC38.1K shares-1.63%2026-03-312026-05-15

AOM ISHARES TR176.4K shares1.28%2026-03-312026-05-15

Sponsored

UYLD ANGEL OAK FUNDS TRUST156.3K shares39.54%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS36.2K shares-0.41%2026-03-312026-05-15

MGMT UNIFIED SER TR144.2K shares7.13%2026-03-312026-05-15

GRNY TIDAL TRUST I257.6K shares3.58%2026-03-312026-05-15

AOK ISHARES TR148.6K shares1.48%2026-03-312026-05-15

MSFT MICROSOFT CORP15.7K shares1.03%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T72.7K shares3.94%2026-03-312026-05-15

PJUL INNOVATOR ETFS TRUST115.8K shares1.94%2026-03-312026-05-15

Sponsored

AOR ISHARES TR82.0K shares5.55%2026-03-312026-05-15

FLOT ISHARES TR98.7K shares-5.48%2026-03-312026-05-15

JSI JANUS DETROIT STR TR95.1K shares18.69%2026-03-312026-05-15

AOA ISHARES TR54.3K shares19.41%2026-03-312026-05-15

NVDA NVIDIA CORPORATION27.3K shares-0.27%2026-03-312026-05-15

IVV ISHARES TR7.0K shares-0.36%2026-03-312026-05-15

PYLD PIMCO ETF TR171.8K shares84.34%2026-03-312026-05-15

PJUN INNOVATOR ETFS TRUST106.6K shares0.00%2026-03-312026-05-15

Sponsored

AUGZ ELEVATION SERIES TRUST105.9K shares-0.55%2026-03-312026-05-15

GLD SPDR GOLD TR9.8K shares-0.85%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST103.5K shares3.86%2026-03-312026-05-15

EW EDWARDS LIFESCIENCES CORP47.2K shares-0.67%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T5.8K shares0.00%2026-03-312026-05-15

APRZ ELEVATION SERIES TRUST101.4K shares-1.16%2026-03-312026-05-15

USMV ISHARES TR38.3K shares-1.13%2026-03-312026-05-15

AMZN AMAZON COM INC16.8K shares4.75%2026-03-312026-05-15

Sponsored

BA BOEING CO17.6K shares-1.10%2026-03-312026-05-15

ALPHABET INC ALPHABET INC11.5K shares0.33%2026-03-312026-05-15

DGRO ISHARES TR46.8K shares0.15%2026-03-312026-05-15

VTV VANGUARD INDEX FDS15.5K shares47.27%2026-03-312026-05-15

IBDR ISHARES TR122.9K shares-18.03%2026-03-312026-05-15

SEPZ ELEVATION SERIES TRUST69.6K shares-0.43%2026-03-312026-05-15

CARY ANGEL OAK FUNDS TRUST134.9K shares23.91%2026-03-312026-05-15

FDLO FIDELITY COVINGTON TRUST43.1K shares-0.17%2026-03-312026-05-15

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS4.6K shares-12.59%2026-03-312026-05-15

CATF AMERICAN CENTY ETF TR54.6K shares9.39%2026-03-312026-05-15

XBJL INNOVATOR ETFS TRUST68.8K shares-1.31%2026-03-312026-05-15

MTUM ISHARES TR10.7K shares-1.14%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.2K shares12.53%2026-03-312026-05-15

PDEC INNOVATOR ETFS TRUST58.2K shares5.60%2026-03-312026-05-15

SHV ISHARES TR21.7K shares-9.26%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS16.0K shares-6.91%2026-03-312026-05-15

Sponsored

TIDAL TRUST III TIDAL TRUST III92.3K shares12.52%2026-03-312026-05-15

WPC WP CAREY INC33.7K shares-0.62%2026-03-312026-05-15

GCAL GOLDMAN SACHS ETF TR43.7K shares54.89%2026-03-312026-05-15

SCHD SCHWAB STRATEGIC TR70.4K shares1.37%2026-03-312026-05-15

FUSI AMERICAN CENTY ETF TR41.3K shares1.45%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR3.5K shares-1.90%2026-03-312026-05-15

SPMO INVESCO EXCH TRADED FD TR II17.8K shares3.32%2026-03-312026-05-15

TCAF T ROWE PRICE ETF INC51.8K shares1.41%2026-03-312026-05-15

Sponsored

ITOT ISHARES TR12.3K shares5.75%2026-03-312026-05-15

MARZ ELEVATION SERIES TRUST53.0K shares0.00%2026-03-312026-05-15

MAYZ ELEVATION SERIES TRUST54.4K shares0.00%2026-03-312026-05-15

XOM EXXON MOBIL CORP9.2K shares1.52%2026-03-312026-05-15

SPYI NEOS ETF TRUST31.7K shares213.02%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION1.5K shares0.07%2026-03-312026-05-15

CVX CHEVRON CORPORATION6.9K shares0.71%2026-03-312026-05-15

META META PLATFORMS INC2.5K shares4.12%2026-03-312026-05-15

Sponsored

PJAN INNOVATOR ETFS TRUST30.5K shares21.92%2026-03-312026-05-15

KJAN INNOVATOR ETFS TRUST33.3K shares16.69%2026-03-312026-05-15

IGSB ISHARES TR25.5K shares-4.26%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP1.9K sharesnew addition2026-03-312026-05-15

HDV ISHARES TR9.7K shares0.16%2026-03-312026-05-15

BOCT INNOVATOR ETFS TRUST27.2K shares-5.41%2026-03-312026-05-15

SDY SPDR SERIES TRUST8.7K shares-0.67%2026-03-312026-05-15

IWM ISHARES TR5.1K shares-3.04%2026-03-312026-05-15

Sponsored

PMAY INNOVATOR ETFS TRUST31.0K shares-0.43%2026-03-312026-05-15

TSLA TESLA INC3.3K shares2.09%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON5.0K shares-1.19%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE4.3K shares-0.14%2026-03-312026-05-15

ALLW SSGA ACTIVE TR40.9K shares37.76%2026-03-312026-05-15

CGSD CAPITAL GRP FIXED INCM ETF T45.7K sharesnew addition2026-03-312026-05-15

GEV GE VERNOVA INC1.3K shares0.07%2026-03-312026-05-15

WMT WALMART INC9.4K shares-2.43%2026-03-312026-05-15

Sponsored

BMAR INNOVATOR ETFS TRUST21.7K shares19.98%2026-03-312026-05-15

IVW ISHARES TR9.7K shares45.12%2026-03-312026-05-15

VZ VERIZON COMMUNICATIONS INC21.6K shares0.08%2026-03-312026-05-15

IJH ISHARES TR15.9K shares0.01%2026-03-312026-05-15

PAUG INNOVATOR ETFS TRUST23.8K shares-5.23%2026-03-312026-05-15

BROADCOM INC BROADCOM INC3.2K shares-3.45%2026-03-312026-05-15

HD HOME DEPOT INC3.0K shares0.64%2026-03-312026-05-15

BJAN INNOVATOR ETFS TRUST18.5K shares-4.59%2026-03-312026-05-15

Sponsored

CLOA BLACKROCK ETF TRUST II18.7K shares0.00%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO3.3K shares-0.97%2026-03-312026-05-15

BUFF INNOVATOR ETFS TRUST19.0K shares-8.21%2026-03-312026-05-15

DYNF BLACKROCK ETF TRUST16.1K sharesnew addition2026-03-312026-05-15

RTX RTX CORPORATION4.8K shares0.17%2026-03-312026-05-15

IBDS ISHARES TR38.1K shares-17.49%2026-03-312026-05-15

MGK VANGUARD WORLD FD2.5K shares-2.88%2026-03-312026-05-15

DECZ ELEVATION SERIES TRUST23.5K shares0.00%2026-03-312026-05-15

Sponsored

BFEB INNOVATOR ETFS TRUST18.9K shares21.42%2026-03-312026-05-15

BAUG INNOVATOR ETFS TRUST18.3K shares-1.71%2026-03-312026-05-15

IWF ISHARES TR2.1K shares-5.95%2026-03-312026-05-15

ALPHABET INC ALPHABET INC3.1K shares2.33%2026-03-312026-05-15

PAPR INNOVATOR ETFS TRUST22.1K shares-1.91%2026-03-312026-05-15

PSEP INNOVATOR ETFS TRUST19.3K shares0.00%2026-03-312026-05-15

KAPR INNOVATOR ETFS TRUST22.8K shares-1.29%2026-03-312026-05-15

DFAS DIMENSIONAL ETF TRUST11.1K shares23.88%2026-03-312026-05-15

Sponsored

VT VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2026-03-312026-05-15

POCT INNOVATOR ETFS TRUST17.7K shares-5.73%2026-03-312026-05-15

BNOV INNOVATOR ETFS TRUST17.6K shares17.02%2026-03-312026-05-15

ROST ROSS STORES INC3.4K shares0.00%2026-03-312026-05-15

CSCO CISCO SYS INC9.6K shares-0.02%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.4K shares-0.92%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR11.7K shares2.28%2026-03-312026-05-15

PCMM BONDBLOXX ETF TRUST14.4K shares0.56%2026-03-312026-05-15

Sponsored

FDL FIRST TR EXCHANGE-TRADED FD13.9K shares7.35%2026-03-312026-05-15

ISTB ISHARES TR14.3K shares7.20%2026-03-312026-05-15

IUSG ISHARES TR4.5K shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS8.2K shares0.05%2026-03-312026-05-15

BMAY INNOVATOR ETFS TRUST14.3K shares0.00%2026-03-312026-05-15

PMBS PIMCO ETF TR12.9K shares0.00%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND1.4K shares-0.51%2026-03-312026-05-15

FEBZ ELEVATION SERIES TRUST17.3K shares0.00%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC1.8K shares-2.72%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS2.5K shares3.10%2026-03-312026-05-15

IOO ISHARES TR5.0K shares1.99%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC1.7K shares0.06%2026-03-312026-05-15

WFC WELLS FARGO & CO7.5K shares0.91%2026-03-312026-05-15

ELEVATION SERIES TRUST ELEVATION SERIES TRUST16.3K shares11.68%2026-03-312026-05-15

SPHB INVESCO EXCH TRADED FD TR II5.1K shares0.00%2026-03-312026-05-15

ELEVATION SERIES TRUST ELEVATION SERIES TRUST14.4K shares0.00%2026-03-312026-05-15

Sponsored

XISE FIRST TR EXCHNG TRADED FD VI19.3K shares-0.85%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.0K shares-24.31%2026-03-312026-05-15

DIS DISNEY WALT CO6.0K shares0.69%2026-03-312026-05-15

FLRT PACER FDS TR12.3K shares-24.94%2026-03-312026-05-15

KDEC INNOVATOR ETFS TRUST22.2K shares0.00%2026-03-312026-05-15

OEF ISHARES TR1.8K shares-1.40%2026-03-312026-05-15

USFR WISDOMTREE TR11.0K shares-0.34%2026-03-312026-05-15

CENCORA INC CENCORA INC1.8K shares0.17%2026-03-312026-05-15

Sponsored

BTI BRITISH AMERN TOB PLC9.3K shares-2.06%2026-03-312026-05-15

JUNZ ELEVATION SERIES TRUST17.3K shares-4.28%2026-03-312026-05-15

GMUB GOLDMAN SACHS ETF TR10.5K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC628 shares-1.72%2026-03-312026-05-15

SHY ISHARES TR6.4K shares-1.23%2026-03-312026-05-15

FBND FIDELITY MERRIMACK STR TR11.5K sharesnew addition2026-03-312026-05-15

T AT&T INC18.1K shares-1.31%2026-03-312026-05-15

VV VANGUARD INDEX FDS1.7K shares4.75%2026-03-312026-05-15

Sponsored

PMAR INNOVATOR ETFS TRUST11.5K shares30.24%2026-03-312026-05-15

DDTS INNOVATOR ETFS TRUST24.2K shares0.00%2026-03-312026-05-15

DVY ISHARES TR3.3K shares0.00%2026-03-312026-05-15

PSX PHILLIPS 662.7K shares-14.96%2026-03-312026-05-15

SUSA ISHARES TR3.7K shares0.00%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR13.1K shares40.27%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC4.0K shares0.00%2026-03-312026-05-15

CALI BLACKROCK ETF TRUST II9.5K shares11.76%2026-03-312026-05-15

Sponsored

LLY ELI LILLY & CO518 shares-1.52%2026-03-312026-05-15

VUG VANGUARD INDEX FDS1.1K shares8.60%2026-03-312026-05-15

DBC INVESCO DB COMMDY INDX TRCK16.2K shares-3.22%2026-03-312026-05-15

BDEC INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-05-15

UNH UNITEDHEALTH GROUP INC1.7K shares-3.78%2026-03-312026-05-15

AGG ISHARES TR4.4K shares2.11%2026-03-312026-05-15

LNT ALLIANT ENERGY CORP6.0K shares0.00%2026-03-312026-05-15

SDSI AMERICAN CENTY ETF TR8.3K shares0.00%2026-03-312026-05-15

Sponsored

LQD ISHARES TR3.9K shares2.05%2026-03-312026-05-15

IYH ISHARES TR6.8K shares0.01%2026-03-312026-05-15

JHMM JOHN HANCOCK EXCHANGE TRADED6.2K shares-1.18%2026-03-312026-05-15

PG PROCTER & GAMBLE CO2.9K shares1.48%2026-03-312026-05-15

IYW ISHARES TR2.3K shares-1.18%2026-03-312026-05-15

BAC BANK AMERICA CORP8.4K shares0.25%2026-03-312026-05-15

ORCL ORACLE CORP2.7K shares2.24%2026-03-312026-05-15

YUM YUM BRANDS INC2.6K shares0.12%2026-03-312026-05-15

Sponsored

JBND J P MORGAN EXCHANGE TRADED F7.4K shares12.34%2026-03-312026-05-15

IVE ISHARES TR1.9K shares27.67%2026-03-312026-05-15

SGOV ISHARES TR3.9K shares-0.28%2026-03-312026-05-15

JMBS JANUS DETROIT STR TR8.6K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC2.5K shares4.73%2026-03-312026-05-15

DDTL INNOVATOR ETFS TRUST18.6K shares0.00%2026-03-312026-05-15

BIL SPDR SERIES TRUST4.2K shares-14.03%2026-03-312026-05-15

MAXJ ISHARES TR13.5K shares0.00%2026-03-312026-05-15

Sponsored

HYMB SPDR SERIES TRUST15.0K shares7.15%2026-03-312026-05-15

COP CONOCOPHILLIPS2.8K shares0.29%2026-03-312026-05-15

CAT CATERPILLAR INC518 shares2.57%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC372 shares-1.59%2026-03-312026-05-15

BSEP INNOVATOR ETFS TRUST7.3K shares3.58%2026-03-312026-05-15

UTWO RBB FD INC7.3K shares-29.27%2026-03-312026-05-15

ITA ISHARES TR1.6K shares19.89%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS6.1K shares35.84%2026-03-312026-05-15

Sponsored

AON PLC AON PLC1.0K shares-0.66%2026-03-312026-05-15

IREN IREN LIMITED9.5K shares-23.85%2026-03-312026-05-15

KO COCA COLA CO4.3K shares-1.97%2026-03-312026-05-15

SMH VANECK ETF TRUST846 shares0.00%2026-03-312026-05-15

NOBL PROSHARES TR3.0K shares0.00%2026-03-312026-05-15

PFE PFIZER INC11.4K shares2.18%2026-03-312026-05-15

COWZ PACER FDS TR5.1K shares-3.00%2026-03-312026-05-15

INTC INTEL CORP7.2K shares-0.29%2026-03-312026-05-15

Sponsored

FENI FIDELITY COVINGTON TRUST8.4K sharesnew addition2026-03-312026-05-15

KMI KINDER MORGAN INC DEL9.3K shares0.00%2026-03-312026-05-15

WM WASTE MGMT INC DEL1.3K shares0.00%2026-03-312026-05-15

QLTA ISHARES TR6.4K shares0.00%2026-03-312026-05-15

EFSC ENTERPRISE FINL SVCS CORP5.6K shares0.00%2026-03-312026-05-15

CME CME GROUP INC1.0K shares0.00%2026-03-312026-05-15

ONEZ ELEVATION SERIES TRUST11.9K shares0.00%2026-03-312026-05-15

IWR ISHARES TR3.1K shares0.00%2026-03-312026-05-15

Sponsored

QYLD GLOBAL X FDS17.3K shares-11.40%2026-03-312026-05-15

PSA PUBLIC STORAGE OPER CO1.1K shares0.18%2026-03-312026-05-15

SLV ISHARES SILVER TR4.3K shares-5.02%2026-03-312026-05-15

KRG KITE REALTY GROUP TRUST12.0K shares-2.00%2026-03-312026-05-15

V VISA INC969 shares-3.58%2026-03-312026-05-15

DGRW WISDOMTREE TR3.3K shares0.00%2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC3.0K shares3.35%2026-03-312026-05-15

VNQ VANGUARD INDEX FDS3.3K shares0.00%2026-03-312026-05-15

Sponsored

CITIGROUP INC CITIGROUP INC2.5K shares-0.31%2026-03-312026-05-15

GOAU ETF SER SOLUTIONS6.5K shares-18.75%2026-03-312026-05-15

MMM 3M CO2.0K shares-0.30%2026-03-312026-05-15

IDU ISHARES TR2.4K shares0.04%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC837 shares-3.35%2026-03-312026-05-15

PNOV INNOVATOR ETFS TRUST6.9K shares12.43%2026-03-312026-05-15

SMIG ETF SER SOLUTIONS9.6K shares0.00%2026-03-312026-05-15

IMTM ISHARES TR5.8K shares0.00%2026-03-312026-05-15

Sponsored

IUSV ISHARES TR2.7K shares0.00%2026-03-312026-05-15

DBA INVESCO DB MULTI-SECTOR COMM10.1K shares0.00%2026-03-312026-05-15

FQAL FIDELITY COVINGTON TRUST3.8K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC1.3K shares15.90%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR3.1K shares0.69%2026-03-312026-05-15

IJR ISHARES TR2.2K shares-10.66%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.0K shares-1.65%2026-03-312026-05-15

MBS ANGEL OAK FUNDS TRUST31.0K shares0.00%2026-03-312026-05-15

Sponsored

BJUL INNOVATOR ETFS TRUST5.3K shares-27.77%2026-03-312026-05-15

MA MASTERCARD INCORPORATED528 shares0.00%2026-03-312026-05-15

ABBV ABBVIE INC1.2K shares-0.41%2026-03-312026-05-15

PFF ISHARES TR8.6K shares-2.79%2026-03-312026-05-15

DSI ISHARES TR2.2K shares0.00%2026-03-312026-05-15

PSQA PALMER SQUARE FUNDS TR12.8K shares8.51%2026-03-312026-05-15

STN STANTEC INC3.0K shares0.00%2026-03-312026-05-15

VPU VANGUARD WORLD FD1.3K shares0.00%2026-03-312026-05-15

Sponsored

MU MICRON TECHNOLOGY INC763 sharesnew addition2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-05-15

NFLX NETFLIX INC.2.7K shares6.27%2026-03-312026-05-15

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST13.4K shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC1.1K shares0.00%2026-03-312026-05-15

LRNZ ELEVATION SERIES TRUST6.3K shares-0.17%2026-03-312026-05-15

NDAQ NASDAQ INC2.9K shares-0.17%2026-03-312026-05-15

CALF PACER FDS TR5.5K shares0.00%2026-03-312026-05-15

Sponsored

XLV SELECT SECTOR SPDR TR1.7K shares0.00%2026-03-312026-05-15

VGT VANGUARD WORLD FD352 shares-1.68%2026-03-312026-05-15

IJUL INNOVATOR ETFS TRUST7.3K shares0.00%2026-03-312026-05-15

DRLL EA SERIES TRUST6.1K sharesnew addition2026-03-312026-05-15

CMF ISHARES TR4.2K sharesnew addition2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS3.8K sharesnew addition2026-03-312026-05-15

EJAN INNOVATOR ETFS TRUST7.1K shares0.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW1.8K shares-1.78%2026-03-312026-05-15

Sponsored

JMST J P MORGAN EXCHANGE TRADED F4.7K shares0.00%2026-03-312026-05-15

MO ALTRIA GROUP INC3.6K shares-6.22%2026-03-312026-05-15

DLN WISDOMTREE TR2.6K shares-16.01%2026-03-312026-05-15

IEFA ISHARES TR2.6K shares2.84%2026-03-312026-05-15

VO VANGUARD INDEX FDS807 shares-11.03%2026-03-312026-05-15

MCD MCDONALDS CORP738 shares-8.21%2026-03-312026-05-15

SLQD ISHARES TR4.5K shares-6.20%2026-03-312026-05-15

PM PHILIP MORRIS INTL INC1.4K shares-1.71%2026-03-312026-05-15

Sponsored

SHEL SHELL PLC2.5K sharesnew addition2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP374 sharesnew addition2026-03-312026-05-15

UBER UBER TECHNOLOGIES INC3.1K shares2.73%2026-03-312026-05-15

KFEB INNOVATOR ETFS TRUST7.9K shares-0.44%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR4.4K shares1.86%2026-03-312026-05-15

GLDI UBS AG1.3K sharesnew addition2026-03-312026-05-15

TIDAL TRUST III TIDAL TRUST III10.9K sharesnew addition2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.8K sharesnew addition2026-03-312026-05-15

Sponsored

MBSF VALUED ADVISERS TR7.9K shares-1.69%2026-03-312026-05-15

SNTH TIDAL TRUST III7.7K sharesnew addition2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC1.4K shares17.06%2026-03-312026-05-15

AGNC AGNC INVT CORP18.0K shares-9.34%2026-03-312026-05-15

DX DYNEX CAP INC13.4K shares-6.16%2026-03-312026-05-15

PGX INVESCO EXCH TRADED FD TR II11.9K shares-4.98%2026-03-312026-05-15

CIFR CIPHER DIGITAL INC10.0K shares-33.32%2026-03-312026-05-15

DMA DESTRA MULTI-ALTERNATIVE FD15.6K shares3.31%2026-03-312026-05-15

Sponsored

COMP COMPASS INC17.2K shares0.00%2026-03-312026-05-15

PIM PUTNAM MASTER INTER INCOME T32.0K shares-23.81%2026-03-312026-05-15

FORTRESS BIOTECH INC FORTRESS BIOTECH INC11.4K shares-41.80%2026-03-312026-05-15

DIVZ

ELEVATION SERIES TRUST

1.67%

Shares778.9K

Event2026-03-31

Filed2026-05-15

TFLO

ISHARES TR

-8.08%

Shares377.8K

Event2026-03-31

Filed2026-05-15

QUAL

ISHARES TR

-1.99%

Shares98.1K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

7.74%

Shares35.8K

Event2026-03-31

Filed2026-05-15

BOXX

EA SERIES TRUST

40.20%

Shares95.0K

Event2026-03-31

Filed2026-05-15

JAAA

JANUS DETROIT STR TR

-6.96%

Shares193.1K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-1.63%

Shares38.1K

Event2026-03-31

Filed2026-05-15

AOM

ISHARES TR

1.28%

Shares176.4K

Event2026-03-31

Filed2026-05-15

UYLD

ANGEL OAK FUNDS TRUST

39.54%

Shares156.3K

Event2026-03-31

Filed2026-05-15

VIG

VANGUARD SPECIALIZED FUNDS

-0.41%

Shares36.2K

Event2026-03-31

Filed2026-05-15

MGMT

UNIFIED SER TR

7.13%

Shares144.2K

Event2026-03-31

Filed2026-05-15

GRNY

TIDAL TRUST I

3.58%

Shares257.6K

Event2026-03-31

Filed2026-05-15

AOK

ISHARES TR

1.48%

Shares148.6K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

1.03%

Shares15.7K

Event2026-03-31

Filed2026-05-15

SPHQ

INVESCO EXCHANGE TRADED FD T

3.94%

Shares72.7K

Event2026-03-31

Filed2026-05-15

PJUL

INNOVATOR ETFS TRUST

1.94%

Shares115.8K

Event2026-03-31

Filed2026-05-15

AOR

ISHARES TR

5.55%

Shares82.0K

Event2026-03-31

Filed2026-05-15

FLOT

ISHARES TR

-5.48%

Shares98.7K

Event2026-03-31

Filed2026-05-15

JSI

JANUS DETROIT STR TR

18.69%

Shares95.1K

Event2026-03-31

Filed2026-05-15

AOA

ISHARES TR

19.41%

Shares54.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-0.27%

Shares27.3K

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

-0.36%

Shares7.0K

Event2026-03-31

Filed2026-05-15

PYLD

PIMCO ETF TR

84.34%

Shares171.8K

Event2026-03-31

Filed2026-05-15

PJUN

INNOVATOR ETFS TRUST

0.00%

Shares106.6K

Event2026-03-31

Filed2026-05-15

AUGZ

ELEVATION SERIES TRUST

-0.55%

Shares105.9K

Event2026-03-31

Filed2026-05-15

GLD

SPDR GOLD TR

-0.85%

Shares9.8K

Event2026-03-31

Filed2026-05-15

PFEB

INNOVATOR ETFS TRUST

3.86%

Shares103.5K

Event2026-03-31

Filed2026-05-15

EDWARDS LIFESCIENCES CORP

-0.67%

Shares47.2K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-15

APRZ

ELEVATION SERIES TRUST

-1.16%

Shares101.4K

Event2026-03-31

Filed2026-05-15

USMV

ISHARES TR

-1.13%

Shares38.3K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

4.75%

Shares16.8K

Event2026-03-31

Filed2026-05-15

BOEING CO

-1.10%

Shares17.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.33%

Shares11.5K

Event2026-03-31

Filed2026-05-15

DGRO

ISHARES TR

0.15%

Shares46.8K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

47.27%

Shares15.5K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

-18.03%

Shares122.9K

Event2026-03-31

Filed2026-05-15

SEPZ

ELEVATION SERIES TRUST

-0.43%

Shares69.6K

Event2026-03-31

Filed2026-05-15

CARY

ANGEL OAK FUNDS TRUST

23.91%

Shares134.9K

Event2026-03-31

Filed2026-05-15

FDLO

FIDELITY COVINGTON TRUST

-0.17%

Shares43.1K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-12.59%

Shares4.6K

Event2026-03-31

Filed2026-05-15

CATF

AMERICAN CENTY ETF TR

9.39%

Shares54.6K

Event2026-03-31

Filed2026-05-15

XBJL

INNOVATOR ETFS TRUST

-1.31%

Shares68.8K

Event2026-03-31

Filed2026-05-15

MTUM

ISHARES TR

-1.14%

Shares10.7K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

12.53%

Shares5.2K

Event2026-03-31

Filed2026-05-15

PDEC

INNOVATOR ETFS TRUST

5.60%

Shares58.2K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-9.26%

Shares21.7K

Event2026-03-31

Filed2026-05-15

VYM

VANGUARD WHITEHALL FDS

-6.91%

Shares16.0K

Event2026-03-31

Filed2026-05-15

TIDAL TRUST III

12.52%

Shares92.3K

Event2026-03-31

Filed2026-05-15

WPC

WP CAREY INC

-0.62%

Shares33.7K

Event2026-03-31

Filed2026-05-15

GCAL

GOLDMAN SACHS ETF TR

54.89%

Shares43.7K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

1.37%

Shares70.4K

Event2026-03-31

Filed2026-05-15

FUSI

AMERICAN CENTY ETF TR

1.45%

Shares41.3K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-1.90%

Shares3.5K

Event2026-03-31

Filed2026-05-15

SPMO

INVESCO EXCH TRADED FD TR II

3.32%

Shares17.8K

Event2026-03-31

Filed2026-05-15

TCAF

T ROWE PRICE ETF INC

1.41%

Shares51.8K

Event2026-03-31

Filed2026-05-15

ITOT

ISHARES TR

5.75%

Shares12.3K

Event2026-03-31

Filed2026-05-15

MARZ

ELEVATION SERIES TRUST

0.00%

Shares53.0K

Event2026-03-31

Filed2026-05-15

MAYZ

ELEVATION SERIES TRUST

0.00%

Shares54.4K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

1.52%

Shares9.2K

Event2026-03-31

Filed2026-05-15

SPYI

NEOS ETF TRUST

213.02%

Shares31.7K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

0.07%

Shares1.5K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

0.71%

Shares6.9K

Event2026-03-31

Filed2026-05-15