Sponsored

The Analysis of WEDBUSH SECURITIES INC's Holdings & P&L

Currently, WEDBUSH SECURITIES INC holds 1237 types of securities in its portfolio with a total value $3.4M. In the most recent quarter, they have increased their positions in AAPL (+73.4K shares, valued at $18.6K), AMZN (+36.0K shares, valued at $7.5K), MSFT (+16.1K shares, valued at $5.9K); decreased their positions in N/A (-19.5K shares, valued at $11.7K), DIS (-18.7K shares, valued at $1.8K), BSTZ (-80.7K shares, valued at $1.8K); initiated new positions in VBIL (+27.7K shares, valued at $2.1K), N/A (+7.0K shares, valued at $1.4K), LMUB (+21.9K shares, valued at $1.1K).

1M P&L

+130.4M+4.43%

3M P&L

+144.2M+4.93%

HY P&L

+206.6M+7.21%

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/A905.5K

32.8%

2Consumer Electronics250.6K

9.1%

3Semiconductors218.5K

7.9%

Top Industries by Stock Count

1N/A576 stocks

49.6%

2Asset Management38 stocks

3.3%

3Software - Application24 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD S&P 500 VANGUARD S&P 500600.5K shares-3.15%2026-03-312026-04-21

AAPL APPLE INC987.4K shares8.03%2026-03-312026-04-21

NVDA NVIDIA CORP933.3K shares0.38%2026-03-312026-04-21

COST COSTCO WHOLESALE CORP116.4K shares1.51%2026-03-312026-04-21

AMZN AMAZON.COM INC453.3K shares8.62%2026-03-312026-04-21

MSFT MICROSOFT CORP239.3K shares7.19%2026-03-312026-04-21

INVESCO INVESCO120.9K shares-0.36%2026-03-312026-04-21

ALPHABET INC ALPHABET INC174.6K shares4.31%2026-03-312026-04-21

Sponsored

SPY STATE STREET SPDR S&P58.5K shares0.98%2026-03-312026-04-21

ALPHABET INC ALPHABET INC130.2K shares0.72%2026-03-312026-04-21

SGOV ISHARES348.5K shares10.78%2026-03-312026-04-21

META META PLATFORMS INC58.8K shares1.26%2026-03-312026-04-21

TSLA TESLA INC86.3K shares5.67%2026-03-312026-04-21

JPM JPMORGAN CHASE & CO92.6K shares3.54%2026-03-312026-04-21

PLTR PALANTIR TECHNOLOGIES184.6K shares6.19%2026-03-312026-04-21

CVX CHEVRON CORP130.0K shares5.89%2026-03-312026-04-21

Sponsored

IVES DAN IVES WEDBUSH916.7K shares12.59%2026-03-312026-04-21

BROADCOM INC BROADCOM INC82.1K shares16.12%2026-03-312026-04-21

BERKSHIRE HATHAWAY INC BERKSHIRE HATHAWAY INC50.9K shares-1.49%2026-03-312026-04-21

IVV ISHARES33.1K shares2.76%2026-03-312026-04-21

XOM EXXON MOBIL CORP120.4K shares2.59%2026-03-312026-04-21

V VISA INC65.1K shares3.92%2026-03-312026-04-21

HD HOME DEPOT INC58.3K shares6.21%2026-03-312026-04-21

ABBV ABBVIE INC88.0K shares9.27%2026-03-312026-04-21

Sponsored

AMD ADVANCED MICRO DEVICES90.6K shares5.40%2026-03-312026-04-21

LLY ELI LILLY & CO18.4K shares1.83%2026-03-312026-04-21

WMT WALMART INC135.4K shares4.62%2026-03-312026-04-21

NFLX NETFLIX INC174.1K shares5.75%2026-03-312026-04-21

IBM INTL BUSINESS MACHINES68.0K shares5.49%2026-03-312026-04-21

JNJ JOHNSON & JOHNSON65.2K shares0.96%2026-03-312026-04-21

CAT CATERPILLAR INC22.2K shares4.20%2026-03-312026-04-21

VTV VANGUARD VALUE ETF74.4K shares12.21%2026-03-312026-04-21

Sponsored

BSTZ BLACKROCK SCIENCE &657.1K shares-10.94%2026-03-312026-04-21

VTI VANGUARD TOTAL STOCK45.4K shares2.60%2026-03-312026-04-21

CSCO CISCO SYSTEMS INC186.7K shares-0.05%2026-03-312026-04-21

CGDV CAPITAL GROUP335.5K shares11.11%2026-03-312026-04-21

DIA STATE STREET30.0K shares3.22%2026-03-312026-04-21

PG PROCTER & GAMBLE CO90.1K shares9.91%2026-03-312026-04-21

MA MASTERCARD INC25.7K shares5.02%2026-03-312026-04-21

PANW PALO ALTO NETWORKS INC79.7K shares18.72%2026-03-312026-04-21

Sponsored

BAC BANK OF AMERICA CORP252.8K shares4.37%2026-03-312026-04-21

GLD SPDR GOLD TRUST28.1K shares5.70%2026-03-312026-04-21

CITIGROUP INC CITIGROUP INC104.3K shares1.91%2026-03-312026-04-21

JEPI JPMORGAN208.7K shares13.84%2026-03-312026-04-21

WDC WESTERN DIGITAL CORP41.5K shares15.40%2026-03-312026-04-21

RTX RTX CORP56.7K shares6.66%2026-03-312026-04-21

AMGN AMGEN INC31.0K shares4.07%2026-03-312026-04-21

GEV GE VERNOVA LLC12.4K shares13.93%2026-03-312026-04-21

Sponsored

BA BOEING COMPANY54.3K shares6.16%2026-03-312026-04-21

ORCL ORACLE CORP68.6K shares4.70%2026-03-312026-04-21

AMRK GOLD.COM250.4K shares-8.65%2026-03-312026-04-21

MCD MCDONALDS CORP31.4K shares5.36%2026-03-312026-04-21

DIS WALT DISNEY CO93.5K shares-16.64%2026-03-312026-04-21

QCOM QUALCOMM INC69.9K shares-0.68%2026-03-312026-04-21

KO COCA-COLA COMPANY115.5K shares25.56%2026-03-312026-04-21

VEA VANGUARD133.5K shares29.76%2026-03-312026-04-21

Sponsored

VZ VERIZON COMMUNICATIONS168.6K shares-0.68%2026-03-312026-04-21

XLK STATE STREET TECHNOLOGY63.6K shares3.65%2026-03-312026-04-21

TSM TAIWAN SEMICONDUCTOR24.8K shares5.56%2026-03-312026-04-21

VUG VANGUARD18.9K shares-0.36%2026-03-312026-04-21

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP22.9K shares-0.69%2026-03-312026-04-21

GS GOLDMAN SACHS GROUP INC9.1K shares8.95%2026-03-312026-04-21

VWO VANGUARD139.9K shares5.15%2026-03-312026-04-21

UNH UNITEDHEALTH GROUP INC27.8K shares-1.21%2026-03-312026-04-21

Sponsored

CB CHUBB LTD22.7K shares3.13%2026-03-312026-04-21

AXP AMERICAN EXPRESS CO23.9K shares0.89%2026-03-312026-04-21

NEE NEXTERA ENERGY INC75.7K shares-1.01%2026-03-312026-04-21

BUCK SIMPLIFY297.7K shares14.28%2026-03-312026-04-21

FTCS FIRST TRUST75.0K shares10.99%2026-03-312026-04-21

PPA INVESCO41.9K shares16.23%2026-03-312026-04-21

VONG VANGUARD RUSSELL 100062.7K shares-2.58%2026-03-312026-04-21

SNDK SANDISK CORP10.7K shares-6.76%2026-03-312026-04-21

Sponsored

ISRG INTUITIVE SURGICAL INC14.6K shares5.33%2026-03-312026-04-21

MERCK & COMPANY INC MERCK & COMPANY INC55.2K shares3.31%2026-03-312026-04-21

BUFD FIRST TRUST VEST235.0K shares5.92%2026-03-312026-04-21

SHV ISHARES59.2K shares3.64%2026-03-312026-04-21

ABT ABBOTT LABORATORIES63.5K shares10.60%2026-03-312026-04-21

PEP PEPSICO INC41.7K shares-16.57%2026-03-312026-04-21

YEAR AB ULTRA SHORT123.7K shares2.85%2026-03-312026-04-21

MINT PIMCO61.8K shares-7.46%2026-03-312026-04-21

Sponsored

MU MICRON TECHNOLOGY INC18.3K shares6.53%2026-03-312026-04-21

FDL FIRST TRUST120.8K shares27.72%2026-03-312026-04-21

TCAF T ROWE PRICE171.8K shares21.46%2026-03-312026-04-21

SMH VANECK15.9K shares-2.81%2026-03-312026-04-21

SCHD SCHWAB193.5K shares3.71%2026-03-312026-04-21

KLAC KLA CORP4.0K shares-3.44%2026-03-312026-04-21

BILS STATE STREET58.9K shares1.18%2026-03-312026-04-21

PPIH PERMA PIPE INTL HOLDINGS196.4K shares-3.89%2026-03-312026-04-21

Sponsored

SRLN STATE STREET145.2K shares-14.83%2026-03-312026-04-21

FEGE FIRST EAGLE124.0K shares34.05%2026-03-312026-04-21

PFE PFIZER INC206.7K shares7.25%2026-03-312026-04-21

T AT&T INC200.0K shares1.42%2026-03-312026-04-21

XLU STATE STREET UTILS123.3K shares-3.23%2026-03-312026-04-21

CRWD CROWDSTRIKE HOLDINGS INC14.4K shares15.77%2026-03-312026-04-21

FTLS FIRST TRUST79.8K shares-3.52%2026-03-312026-04-21

TJX TJX COS INC35.0K shares18.94%2026-03-312026-04-21

Sponsored

BUFR FIRST TRUST VEST160.3K shares8.22%2026-03-312026-04-21

ADI ANALOG DEVICES INC16.6K shares-0.03%2026-03-312026-04-21

RDVY FIRST TRUST76.9K shares7.41%2026-03-312026-04-21

NOBL PROSHARES49.0K shares0.08%2026-03-312026-04-21

PSX PHILLIPS 6628.5K shares-1.42%2026-03-312026-04-21

UNP UNION PACIFIC CORP21.3K shares-0.38%2026-03-312026-04-21

LMT LOCKHEED MARTIN CORP8.5K shares-5.26%2026-03-312026-04-21

BLACKROCK FDG INC BLACKROCK FDG INC5.3K shares0.96%2026-03-312026-04-21

Sponsored

XLE STATE STREET82.5K shares-2.63%2026-03-312026-04-21

COWZ PACER80.5K shares-1.15%2026-03-312026-04-21

EATON CORP PLC EATON CORP PLC13.9K shares4.37%2026-03-312026-04-21

VRT VERTIV HOLDINGS LLC19.7K shares4.89%2026-03-312026-04-21

INVESCO INVESCO25.6K shares33.08%2026-03-312026-04-21

BKLN INVESCO233.4K shares-9.80%2026-03-312026-04-21

LMBS FIRST TRUST95.4K shares-2.83%2026-03-312026-04-21

AIRR FIRST TRUST42.7K shares30.45%2026-03-312026-04-21

Sponsored

WFC WELLS FARGO & CO59.2K shares9.67%2026-03-312026-04-21

BIL STATE STREET51.0K shares9.86%2026-03-312026-04-21

VXUS VANGUARD60.2K shares31.82%2026-03-312026-04-21

DE DEERE & CO8.2K shares-4.59%2026-03-312026-04-21

GDX VANECK49.5K shares8.38%2026-03-312026-04-21

IJR ISHARES36.5K shares-5.06%2026-03-312026-04-21

TLT ISHARES52.3K shares-8.01%2026-03-312026-04-21

SHW SHERWIN WILLIAMS CO13.9K shares-4.86%2026-03-312026-04-21

Sponsored

CIBR FIRST TRUST70.4K shares5.12%2026-03-312026-04-21

NOC NORTHROP GRUMMAN CORP6.4K shares11.10%2026-03-312026-04-21

HON HONEYWELL INTL INC19.2K shares0.71%2026-03-312026-04-21

MEDTRONIC PLC MEDTRONIC PLC49.6K shares-8.39%2026-03-312026-04-21

BMY BRISTOL MYERS SQUIBB70.0K shares4.46%2026-03-312026-04-21

JEPQ JPMORGAN76.3K shares25.34%2026-03-312026-04-21

LINDE PLC LINDE PLC8.4K shares2.87%2026-03-312026-04-21

UCON FIRST TRUST168.4K shares3.39%2026-03-312026-04-21

Sponsored

VB VANGUARD SMALL CAP ETF15.9K shares8.08%2026-03-312026-04-21

NOW SERVICENOW INC39.7K shares18.63%2026-03-312026-04-21

USB U S BANCORP DE79.7K shares3.16%2026-03-312026-04-21

OEF ISHARES13.0K shares-11.53%2026-03-312026-04-21

LOW LOWES COMPANIES INC17.4K shares8.15%2026-03-312026-04-21

GE AEROSPACE GE AEROSPACE14.4K shares3.61%2026-03-312026-04-21

ISHARES ISHARES46.4K shares-14.01%2026-03-312026-04-21

AFL AFLAC INC36.3K shares24.15%2026-03-312026-04-21

Sponsored

FAD FIRST TRUST25.0K shares-4.48%2026-03-312026-04-21

CRM SALESFORCE INC21.3K shares-9.18%2026-03-312026-04-21

BKNG BOOKING HOLDINGS INC941 shares13.65%2026-03-312026-04-21

NKE NIKE INC74.6K shares5.94%2026-03-312026-04-21

SBUX STARBUCKS CORP43.9K shares-3.72%2026-03-312026-04-21

GRID FIRST TRUST23.9K shares5.04%2026-03-312026-04-21

LAM RESEARCH CORP LAM RESEARCH CORP18.2K shares-2.94%2026-03-312026-04-21

IWF ISHARES8.9K shares-16.77%2026-03-312026-04-21

Sponsored

ZROZ PIMCO58.8K shares71.11%2026-03-312026-04-21

PFF ISHARES123.0K shares2.52%2026-03-312026-04-21

SPYM STATE STREET SPDR PORT48.6K shares19.74%2026-03-312026-04-21

APUE ACTIVEPASSIVE91.2K shares12.34%2026-03-312026-04-21

AMAT APPLIED MATERIALS INC10.7K shares24.56%2026-03-312026-04-21

MUB ISHARES34.1K shares8.61%2026-03-312026-04-21

GLW CORNING INC26.4K shares5.61%2026-03-312026-04-21

MTBA SIMPLIFY72.1K shares10.63%2026-03-312026-04-21

Sponsored

XYLD GLOBAL X90.2K shares3.73%2026-03-312026-04-21

WEC ENERGY GROUP INC WEC ENERGY GROUP INC30.3K shares5.20%2026-03-312026-04-21

EPD ENTERPRISE PRODUCTS92.1K shares10.34%2026-03-312026-04-21

MELI MERCADOLIBRE INC2.0K shares3.90%2026-03-312026-04-21

VGT VANGUARD INFORMATION4.9K shares-25.14%2026-03-312026-04-21

O REALTY INCOME CORP55.4K shares6.86%2026-03-312026-04-21

INTC INTEL CORP76.5K shares8.35%2026-03-312026-04-21

GILD GILEAD SCIENCES INC24.2K shares1.74%2026-03-312026-04-21

Sponsored

IEMG ISHARES48.1K shares6.74%2026-03-312026-04-21

IWM ISHARES13.5K shares-19.01%2026-03-312026-04-21

SNPS SYNOPSYS INC8.4K shares-0.07%2026-03-312026-04-21

ULTA ULTA BEAUTY INC6.4K shares-1.24%2026-03-312026-04-21

APD AIR PRODUCTS & CHEMICALS11.5K shares3.79%2026-03-312026-04-21

VNQ VANGUARD37.3K shares-2.28%2026-03-312026-04-21

EMR EMERSON ELECTRIC CO24.9K shares0.63%2026-03-312026-04-21

ESGU ISHARES23.1K shares-0.57%2026-03-312026-04-21

Sponsored

WM WASTE MANAGEMENT INC14.2K shares3.98%2026-03-312026-04-21

ITW ILLINOIS TOOL WORKS INC12.5K shares1.42%2026-03-312026-04-21

COP CONOCOPHILLIPS24.6K shares-0.87%2026-03-312026-04-21

BST BLACKROCK SCIENCE &87.9K shares-25.09%2026-03-312026-04-21

UBER UBER TECHNOLOGIES INC44.3K shares-4.44%2026-03-312026-04-21

IJH ISHARES47.1K shares3.00%2026-03-312026-04-21

FICS FIRST TRUST81.4K shares-3.62%2026-03-312026-04-21

SLV ISHARES46.5K shares4.15%2026-03-312026-04-21

Sponsored

XLG INVESCO58.0K shares3.85%2026-03-312026-04-21

TXN TEXAS INSTRUMENTS INC16.2K shares2.39%2026-03-312026-04-21

KMI KINDER MORGAN INC DE93.3K shares-3.14%2026-03-312026-04-21

VO VANGUARD MID CAP ETF10.7K shares4.17%2026-03-312026-04-21

DYNF ISHARES52.5K shares2.53%2026-03-312026-04-21

NVO NOVO NORDISK AS82.8K shares-0.18%2026-03-312026-04-21

QYLD GLOBAL X177.4K shares3.08%2026-03-312026-04-21

EXPD EXPEDITORS INTL WASH INC21.2K shares-0.56%2026-03-312026-04-21

Sponsored

AEP AMERICAN ELECTRIC POWER22.7K shares5.12%2026-03-312026-04-21

SHY ISHARES35.8K shares17.40%2026-03-312026-04-21

AVEM AVANTIS36.5K shares-1.85%2026-03-312026-04-21

NLR VANECK22.0K shares7.89%2026-03-312026-04-21

XLI STATE STREET INDUSTRIAL18.1K shares7.20%2026-03-312026-04-21

THQ ABRDN HEALTHCARE173.5K shares9.52%2026-03-312026-04-21

JPST JPMORGAN57.6K shares-10.78%2026-03-312026-04-21

SDVY FIRST TRUST73.6K shares14.70%2026-03-312026-04-21

Sponsored

XLF STATE STREET58.4K shares-1.63%2026-03-312026-04-21

FCX FREEPORT MCMORAN INC48.8K shares10.13%2026-03-312026-04-21

CAIE CALAMOS113.8K shares466.61%2026-03-312026-04-21

BLACKSTONE INC BLACKSTONE INC24.8K shares-2.70%2026-03-312026-04-21

VFMO VANGUARD14.1K shares26.87%2026-03-312026-04-21

TE CONNECTIVITY PLC TE CONNECTIVITY PLC13.3K shares15.30%2026-03-312026-04-21

ET ENERGY TRANSFER143.7K shares-0.06%2026-03-312026-04-21

CME CME GROUP INC CL A9.4K shares8.90%2026-03-312026-04-21

Sponsored

MDLZ MONDELEZ INTERNATIONAL47.0K shares3.97%2026-03-312026-04-21

UMH UMH PROPERTIES INC187.8K shares-1.85%2026-03-312026-04-21

VTHR VANGUARD RUSSELL 30009.3K shares0.00%2026-03-312026-04-21

CEG CONSTELLATION ENERGY9.6K shares5.37%2026-03-312026-04-21

YYY AMPLIFY236.5K shares-2.15%2026-03-312026-04-21

QQQM INVESCO11.0K shares11.35%2026-03-312026-04-21

XLV STATE STREET17.8K shares-7.38%2026-03-312026-04-21

VTEC VANGUARD26.3K shares39.80%2026-03-312026-04-21

Sponsored

FDX FEDEX CORP7.3K shares3.47%2026-03-312026-04-21

LHX L3HARRIS TECHNOLOGIES7.5K shares22.38%2026-03-312026-04-21

EFV ISHARES34.7K shares-2.73%2026-03-312026-04-21

IDV ISHARES60.3K shares3.86%2026-03-312026-04-21

GWW GRAINGER W W INC2.3K shares-4.40%2026-03-312026-04-21

TT TRANE TECHNOLOGIES PLC6.1K shares-10.40%2026-03-312026-04-21

TGT TARGET CORP20.9K shares11.86%2026-03-312026-04-21

DUKE ENERGY CORP DUKE ENERGY CORP19.3K shares-4.94%2026-03-312026-04-21

Sponsored

FVD FIRST TRUST53.5K shares1.27%2026-03-312026-04-21

SPGI S&P GLOBAL INC5.9K shares25.73%2026-03-312026-04-21

AWK AMERICAN WATER WORKS18.3K shares2.08%2026-03-312026-04-21

SO SOUTHERN COMPANY25.3K shares2.30%2026-03-312026-04-21

HYLS FIRST TRUST60.2K shares-3.04%2026-03-312026-04-21

MO ALTRIA GROUP INC36.7K shares6.58%2026-03-312026-04-21

VRTX VERTEX PHARMACEUTICALS5.4K shares-2.59%2026-03-312026-04-21

SPYD STATE STREET52.8K shares7.61%2026-03-312026-04-21

Sponsored

AOD ABRDN TOTAL DYNAMIC259.9K shares0.33%2026-03-312026-04-21

UPS UNITED PARCEL SERVICE24.3K shares13.37%2026-03-312026-04-21

VT VANGUARD TOTAL WORLD17.1K shares6.08%2026-03-312026-04-21

IWD ISHARES11.0K shares-0.40%2026-03-312026-04-21

NEM NEWMONT CORP21.5K shares10.85%2026-03-312026-04-21

ALL ALLSTATE CORP11.1K shares34.08%2026-03-312026-04-21

XEL XCEL ENERGY INC28.7K shares13.13%2026-03-312026-04-21

HSBC HSBC HOLDINGS PLC27.5K shares-3.23%2026-03-312026-04-21

Sponsored

INTU INTUIT INC5.2K shares31.84%2026-03-312026-04-21

SHOP SHOPIFY INC19.1K shares9.83%2026-03-312026-04-21

PWR QUANTA SERVICES INC4.1K shares18.86%2026-03-312026-04-21

MSGS MADISON SQUARE GARDEN7.0K shares-0.78%2026-03-312026-04-21

APCB ACTIVEPASSIVE75.9K shares18.84%2026-03-312026-04-21

DVY ISHARES14.7K shares21.23%2026-03-312026-04-21

FWD AB DISRUPTORS ETF20.3K shares1.74%2026-03-312026-04-21

EFA ISHARES22.7K shares1.08%2026-03-312026-04-21

Sponsored

IBIT ISHARES57.3K shares29.85%2026-03-312026-04-21

YUM YUM BRANDS INC14.0K shares63.48%2026-03-312026-04-21

CTAS CINTAS CORP12.9K shares2.06%2026-03-312026-04-21

SYK STRYKER CORP6.6K shares-8.02%2026-03-312026-04-21

PM PHILIP MORRIS INTL INC13.1K shares6.52%2026-03-312026-04-21

RDVI FIRST TRUST VEST84.6K shares17.19%2026-03-312026-04-21

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND10.9K shares1.89%2026-03-312026-04-21

IEFA ISHARES23.8K shares-3.62%2026-03-312026-04-21

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AIVC AMPLIFY31.1K shares6.15%2026-03-312026-04-21

VTEB VANGUARD42.7K shares28.35%2026-03-312026-04-21

RITM RITHM CAPITAL CORP223.6K shares-2.57%2026-03-312026-04-21

ADBE ADOBE INC8.7K shares-24.22%2026-03-312026-04-21

VBIL VANGUARD27.7K sharesnew addition2026-03-312026-04-21

ADP AUTOMATIC DATA10.3K shares-14.95%2026-03-312026-04-21

BDX BECTON DICKINSON & CO13.3K shares4.27%2026-03-312026-04-21

MMM 3M COMPANY14.3K shares16.14%2026-03-312026-04-21

Sponsored

BOXX ALPHA ARCHITECT17.9K shares33.15%2026-03-312026-04-21

TBIL F/M U S TREASURY41.5K shares21.02%2026-03-312026-04-21

TDIV FIRST TRUST22.0K shares13.67%2026-03-312026-04-21

GOF GUGGENHEIM STRATEGIC185.4K shares-3.24%2026-03-312026-04-21

BABA ALIBABA GROUP HOLDING16.2K shares-4.35%2026-03-312026-04-21

VIG VANGUARD9.2K shares0.66%2026-03-312026-04-21

ENB ENBRIDGE INC36.1K shares0.12%2026-03-312026-04-21

UTF COHEN & STEERS75.3K shares1.49%2026-03-312026-04-21

Sponsored

IVW ISHARES17.1K shares9.18%2026-03-312026-04-21

ALLW STATE STREET BRIDGEWATER66.4K shares4.53%2026-03-312026-04-21

COF CAPITAL ONE10.5K shares24.99%2026-03-312026-04-21

CMF ISHARES33.3K shares4.21%2026-03-312026-04-21

FV FIRST TRUST31.3K shares-0.15%2026-03-312026-04-21

URI UNITED RENTALS INC2.6K shares16.97%2026-03-312026-04-21

VST VISTRA CORP12.6K shares0.05%2026-03-312026-04-21

QUAL ISHARES9.8K shares5.34%2026-03-312026-04-21

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ORLY O REILLY AUTOMOTIVE INC20.4K shares31.88%2026-03-312026-04-21

AVDE AVANTIS22.1K shares15.33%2026-03-312026-04-21

BSV VANGUARD SHORT TERM23.9K shares1.93%2026-03-312026-04-21

CMCSA COMCAST CORP CL A65.1K shares1.74%2026-03-312026-04-21

BK BANK NEW YORK MELLON15.7K shares5.90%2026-03-312026-04-21

JCI JOHNSON CONTROLS INTL14.2K shares-3.91%2026-03-312026-04-21

MTUM ISHARES7.7K shares18.47%2026-03-312026-04-21

EOG EOG RESOURCES INC12.7K shares0.29%2026-03-312026-04-21

Sponsored

XLY STATE STREET16.8K shares8.48%2026-03-312026-04-21

NOVZ TRUESHARES43.2K shares-4.00%2026-03-312026-04-21

QTEC FIRST TRUST8.5K shares-1.30%2026-03-312026-04-21

FIRST CITIZENS BANCSHARE FIRST CITIZENS BANCSHARE969 shares-14.70%2026-03-312026-04-21

LVHI FRANKLIN44.8K shares20.70%2026-03-312026-04-21

AMT AMERICAN TOWER CORP NEW10.5K shares23.35%2026-03-312026-04-21

CL COLGATE-PALMOLIVE21.2K shares21.53%2026-03-312026-04-21

MS MORGAN STANLEY11.0K shares14.43%2026-03-312026-04-21

Sponsored

AER AERCAP HOLDINGS N V13.1K shares3.24%2026-03-312026-04-21

MPC MARATHON PETROLEUM CORP7.3K shares-4.10%2026-03-312026-04-21

CGHM CAPITAL GROUP70.7K shares3.31%2026-03-312026-04-21

BIZD VANECK138.9K shares-0.98%2026-03-312026-04-21

VYM VANGUARD12.0K shares1.83%2026-03-312026-04-21

FENI FIDELITY47.3K shares36.56%2026-03-312026-04-21

VRP INVESCO73.1K shares-0.85%2026-03-312026-04-21

BND VANGUARD TOTAL BOND23.8K shares12.10%2026-03-312026-04-21

Sponsored

MCK MCKESSON CORP2.0K shares16.26%2026-03-312026-04-21

ETY EATON VANCE TAX126.9K shares-8.54%2026-03-312026-04-21

TMO THERMO FISHER3.6K shares8.97%2026-03-312026-04-21

FTSM FIRST TRUST29.1K shares-5.56%2026-03-312026-04-21

APH AMPHENOL CORP13.7K shares-11.30%2026-03-312026-04-21

ITA ISHARES7.9K shares-1.62%2026-03-312026-04-21

VGIT VANGUARD INTERMEDIATE29.0K shares40.05%2026-03-312026-04-21

CGMU CAPITAL GROUP63.1K shares3.56%2026-03-312026-04-21

Sponsored

CARR CARRIER GLOBAL CORP30.4K shares55.62%2026-03-312026-04-21

IDXX IDEXX LABORATORIES INC3.0K shares65.78%2026-03-312026-04-21

AGM FEDL AGRICULTURAL11.5K shares12.10%2026-03-312026-04-21

CGMS CAPITAL GROUP62.1K shares18.40%2026-03-312026-04-21

WMB WILLIAMS COS INC23.2K shares12.35%2026-03-312026-04-21

GRMN GARMIN LTD7.3K shares7.23%2026-03-312026-04-21

AXON AXON ENTERPRISE INC3.9K shares16.44%2026-03-312026-04-21

IVE ISHARES7.9K shares1.27%2026-03-312026-04-21

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SEAGATE TECHNOLOGY SEAGATE TECHNOLOGY4.2K shares-10.12%2026-03-312026-04-21

PCAR PACCAR INC14.3K shares0.42%2026-03-312026-04-21

AIO VIRTUS76.8K shares33.80%2026-03-312026-04-21

EWBC EAST WEST BANCORP INC15.3K shares0.86%2026-03-312026-04-21

SRE SEMPRA16.7K shares42.35%2026-03-312026-04-21

ISPY PROSHARES37.4K shares2.37%2026-03-312026-04-21

VGK VANGUARD19.5K shares20.91%2026-03-312026-04-21

SCHW SCHWAB CHARLES CORP17.0K shares-5.00%2026-03-312026-04-21

Sponsored

MDIV FIRST TRUST98.4K shares3.47%2026-03-312026-04-21

VEU VANGUARD21.2K shares-0.93%2026-03-312026-04-21

APIE ACTIVEPASSIVE45.1K shares12.51%2026-03-312026-04-21

PAYX PAYCHEX INC17.2K shares-2.37%2026-03-312026-04-21

ITOT ISHARES11.1K shares1.43%2026-03-312026-04-21

ARCC ARES CAPITAL CORP87.4K shares47.05%2026-03-312026-04-21

FTHY FIRST TRUST114.5K shares-10.83%2026-03-312026-04-21

SFY SOFI12.4K shares10.62%2026-03-312026-04-21

Sponsored

EFG ISHARES13.9K shares25.57%2026-03-312026-04-21

SNA SNAP ON INC4.3K shares3.73%2026-03-312026-04-21

ASML ASML HOLDING NV1.2K shares-12.07%2026-03-312026-04-21

CSX CSX CORP37.0K shares-0.71%2026-03-312026-04-21

CMS CMS ENERGY CORP19.5K shares1.62%2026-03-312026-04-21

FTEC FIDELITY7.3K shares3.68%2026-03-312026-04-21

PH PARKER-HANNIFIN CORP1.7K shares8.86%2026-03-312026-04-21

MDY SPDR S&P MID CAP 400 ETF2.4K shares6.65%2026-03-312026-04-21

Sponsored

TMUS T-MOBILE US INC7.2K shares5.19%2026-03-312026-04-21

ALERIAN MLP ETF ALERIAN MLP ETF28.4K shares2.12%2026-03-312026-04-21

ECL ECOLAB INC5.6K shares1.12%2026-03-312026-04-21

MSTR STRATEGY INC11.9K shares-1.36%2026-03-312026-04-21

CENCORA INC CENCORA INC4.7K shares-16.81%2026-03-312026-04-21

FDS FACTSET RESEARCH SYSTEMS6.8K shares48.38%2026-03-312026-04-21

IGV ISHARES18.5K shares271.36%2026-03-312026-04-21

WLFC WILLIS LEASE FINANCE8.7K shares-2.25%2026-03-312026-04-21

Sponsored

JUNM FIRST TRUST VEST43.0K shares0.93%2026-03-312026-04-21

VBK VANGUARD SMALL CAP4.9K shares12.60%2026-03-312026-04-21

UTG REAVES UTILITY INCOME37.4K shares0.08%2026-03-312026-04-21

SPHQ INVESCO19.5K shares0.17%2026-03-312026-04-21

SLB SLB LTD28.4K shares30.88%2026-03-312026-04-21

PAVE GLOBAL X28.4K shares4.23%2026-03-312026-04-21

NAC NUVEEN CALIFORNIA123.2K shares26.24%2026-03-312026-04-21

ROST ROSS STORES INC6.6K shares-3.69%2026-03-312026-04-21

Sponsored

PLD PROLOGIS INC10.8K shares6.74%2026-03-312026-04-21

HSY HERSHEY COMPANY6.7K shares1.26%2026-03-312026-04-21

ETV EATON VANCE TAX102.6K shares-8.66%2026-03-312026-04-21

VV VANGUARD LARGE CAP ETF4.7K shares-10.74%2026-03-312026-04-21

KNG FIRST TRUST VEST28.5K shares-9.11%2026-03-312026-04-21

OKLO OKLO INC27.8K shares3.79%2026-03-312026-04-21

STZ CONSTELLATION BRANDS9.2K shares-4.61%2026-03-312026-04-21

ASTRAZENECA PLC ASTRAZENECA PLC7.0K sharesnew addition2026-03-312026-04-21

Sponsored

IEF ISHARES14.2K shares6.76%2026-03-312026-04-21

GM GENERAL MOTORS CO18.0K shares1.92%2026-03-312026-04-21

BUFY FIRST TRUST VEST59.8K shares8.05%2026-03-312026-04-21

CGDG CAPITAL GROUP37.0K shares-1.25%2026-03-312026-04-21

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC13.4K shares-16.42%2026-03-312026-04-21

HOOD ROBINHOOD MARKETS INC18.9K shares-52.36%2026-03-312026-04-21

AEM AGNICO-EAGLE MINES LTD6.5K shares5.80%2026-03-312026-04-21

DFAC DIMENSIONAL33.7K shares-4.13%2026-03-312026-04-21

Sponsored

FPEI FIRST TRUST68.8K shares-38.71%2026-03-312026-04-21

KR KROGER CO18.0K shares0.60%2026-03-312026-04-21

OXFORD LANE CAPITAL CORP OXFORD LANE CAPITAL CORP133.1K shares1.21%2026-03-312026-04-21

MBB ISHARES13.7K shares-0.01%2026-03-312026-04-21

SPYG STATE STREET13.3K shares7.71%2026-03-312026-04-21

MOAT VANECK13.4K shares-0.98%2026-03-312026-04-21

REGL PROSHARES14.9K shares-3.02%2026-03-312026-04-21

PDO PIMCO DYNAMIC INCOME99.3K shares0.49%2026-03-312026-04-21

Sponsored

CGSM CAPITAL GROUP48.8K shares25.35%2026-03-312026-04-21

CLX CLOROX COMPANY12.4K shares14.78%2026-03-312026-04-21

AEE AMEREN CORP11.6K shares0.18%2026-03-312026-04-21

MUC BLACKROCK MUNIHOLDINGS120.4K shares60.88%2026-03-312026-04-21

PDI PIMCO DYNAMIC73.2K shares15.58%2026-03-312026-04-21

HIG HARTFORD INSURANCE GROUP9.2K shares-0.93%2026-03-312026-04-21

SIXG DEFIANCE18.2K shares11.30%2026-03-312026-04-21

PTA COHEN & STEERS65.6K shares16.31%2026-03-312026-04-21

Sponsored

GBTC GRAYSCALE23.3K shares1.26%2026-03-312026-04-21

RCL ROYAL CARIBBEAN4.4K shares-2.70%2026-03-312026-04-21

RY ROYAL BANK CANADA7.5K shares-11.83%2026-03-312026-04-21

DLY DOUBLELINE YIELD87.2K shares-22.21%2026-03-312026-04-21

BP BP PLC25.8K shares-4.88%2026-03-312026-04-21

TPR TAPESTRY INC8.6K shares-2.11%2026-03-312026-04-21

HEFA ISHARES28.3K shares32.54%2026-03-312026-04-21

SHEL SHELL PLC12.9K shares-11.90%2026-03-312026-04-21

Sponsored

STRL STERLING INFRASTRUCTURE2.9K shares-3.70%2026-03-312026-04-21

BRHY ISHARES23.7K shares12.98%2026-03-312026-04-21

SPHY STATE STREET51.2K shares0.10%2026-03-312026-04-21

SYFI AB SHORT DURATION33.5K shares7.41%2026-03-312026-04-21

XYL XYLEM INC10.0K shares6.39%2026-03-312026-04-21

BNDX VANGUARD TOTAL INTL BOND24.7K shares16.73%2026-03-312026-04-21

AGG ISHARES11.9K shares-1.46%2026-03-312026-04-21

ROK ROCKWELL AUTOMATION INC3.3K shares4.41%2026-03-312026-04-21

Sponsored

APP APPLOVIN CORP2.9K shares-1.47%2026-03-312026-04-21

KMB KIMBERLY CLARK CORP12.1K shares46.58%2026-03-312026-04-21

DLN WISDOMTREE13.0K shares6.32%2026-03-312026-04-21

TLTW ISHARES51.0K shares-4.09%2026-03-312026-04-21

PHYS SPROTT PHYSICAL GOLD32.5K shares32.48%2026-03-312026-04-21

IXUS ISHARES13.2K shares-2.37%2026-03-312026-04-21

RWT REDWOOD TRUST INC204.2K shares-5.08%2026-03-312026-04-21

ARISTA NETWORKS INC ARISTA NETWORKS INC9.2K shares15.91%2026-03-312026-04-21

Sponsored

HACK AMPLIFY15.0K shares39.77%2026-03-312026-04-21

GGG GRACO INC13.3K shares1.29%2026-03-312026-04-21

VLO VALERO ENERGY CORP4.6K shares6.62%2026-03-312026-04-21

WRB BERKLEY W R CORP16.9K shares0.75%2026-03-312026-04-21

MORT VANECK108.9K shares-2.20%2026-03-312026-04-21

LQD ISHARES IBOXX10.2K shares-9.15%2026-03-312026-04-21

IUSB ISHARES24.2K shares2.28%2026-03-312026-04-21

CAH CARDINAL HEALTH INC5.2K shares4.79%2026-03-312026-04-21

Sponsored

SIMPLIFY SIMPLIFY41.2K shares347.73%2026-03-312026-04-21

RIO RIO TINTO PLC11.8K shares-2.58%2026-03-312026-04-21

VBR VANGUARD SMALL CAP VALUE5.1K shares-0.65%2026-03-312026-04-21

IXN ISHARES10.9K shares19.78%2026-03-312026-04-21

JAAA JANUS HENDERSON21.7K shares-11.97%2026-03-312026-04-21

LMUB ISHARES21.9K sharesnew addition2026-03-312026-04-21

EW EDWARDS LIFESCIENCES13.6K shares-3.77%2026-03-312026-04-21

ZTS ZOETIS INC CL A9.1K shares5.05%2026-03-312026-04-21

Sponsored

GIS GENERAL MILLS INC28.8K shares62.64%2026-03-312026-04-21

DCI DONALDSON CO INC12.6K shares-4.01%2026-03-312026-04-21

RLI R L I CORP18.7K sharesnew addition2026-03-312026-04-21

DOW DOW INC25.6K shares7.84%2026-03-312026-04-21

GAB GABELLI EQUITY TRUST INC190.5K shares14.80%2026-03-312026-04-21

MPLX MPLX18.7K shares-2.80%2026-03-312026-04-21

PVAL PUTNAM22.9K shares190.26%2026-03-312026-04-21

HWM HOWMET AEROSPACE INC4.6K shares3.96%2026-03-312026-04-21

Sponsored

PMT PENNYMAC MORTGAGE90.6K shares0.31%2026-03-312026-04-21

SPOT SPOTIFY TECHNOLOGY SA2.2K shares-7.12%2026-03-312026-04-21

BAI ISHARES32.0K shares-20.42%2026-03-312026-04-21

USFR WISDOMTREE20.9K shares-1.66%2026-03-312026-04-21

IYW ISHARES5.8K shares-14.81%2026-03-312026-04-21

ESGV VANGUARD9.3K shares-7.77%2026-03-312026-04-21

NJR NEW JERSEY RESOURCES18.9K shares0.65%2026-03-312026-04-21

DELL DELL TECHNOLOGIES INC6.3K shares-32.27%2026-03-312026-04-21

Sponsored

AVUV AVANTIS9.4K shares-11.59%2026-03-312026-04-21

GOVT ISHARES45.2K shares41.56%2026-03-312026-04-21

WTV WISDOMTREE10.9K shares4.97%2026-03-312026-04-21

CIGNA GROUP CIGNA GROUP3.9K shares-41.17%2026-03-312026-04-21

GBAB GUGGENHEIM TAXABLE70.9K shares-6.36%2026-03-312026-04-21

STRK STRATEGY INC14.4K shares-0.34%2026-03-312026-04-21

FDN FIRST TRUST4.3K shares-10.94%2026-03-312026-04-21

PLTK PLAYTIKA HOLDING CORP363.8K shares40.10%2026-03-312026-04-21

Sponsored

GVI ISHARES9.4K shares2.61%2026-03-312026-04-21

SPG SIMON PROPERTY GROUP5.4K shares1.03%2026-03-312026-04-21

RFMZ RIVERNORTH FLEXIBLE78.6K shares-9.54%2026-03-312026-04-21

EXR EXTRA SPACE STORAGE7.6K shares16.12%2026-03-312026-04-21

MORN MORNINGSTAR INC5.9K sharesnew addition2026-03-312026-04-21

DSL DOUBLELINE INCOME91.4K shares14.23%2026-03-312026-04-21

ICE INTERCONTINENTAL6.3K shares8.04%2026-03-312026-04-21

OBDC BLUE OWL CAPITAL CORP89.2K shares96.39%2026-03-312026-04-21

Sponsored

VCIT VANGUARD INTERMEDIATE11.9K shares132.57%2026-03-312026-04-21

CVS CVS HEALTH CORP13.7K shares-3.05%2026-03-312026-04-21

SMDV PROSHARES14.3K shares2.87%2026-03-312026-04-21

EDF VIRTUS STONE HARBOR204.5K shares-11.26%2026-03-312026-04-21

FANG DIAMONDBACK ENERGY INC4.9K shares17.22%2026-03-312026-04-21

SCHG SCHWAB33.3K shares-4.05%2026-03-312026-04-21

EME EMCOR GROUP INC1.3K shares0.61%2026-03-312026-04-21

NDSN NORDSON CORP3.6K shares-0.74%2026-03-312026-04-21

Sponsored

CSM PROSHARES12.8K shares1.78%2026-03-312026-04-21

DFAS DIMENSIONAL13.4K shares-0.41%2026-03-312026-04-21

OKE ONEOK INC10.6K shares5.96%2026-03-312026-04-21

LNG CHENIERE ENERGY INC3.4K shares35.76%2026-03-312026-04-21

HDV ISHARES CORE7.0K shares-3.53%2026-03-312026-04-21

D DOMINION ENERGY INC15.3K shares41.56%2026-03-312026-04-21

TTC TORO CO10.1K shares-1.51%2026-03-312026-04-21

HUBBELL INC HUBBELL INC1.9K shares26.25%2026-03-312026-04-21

Sponsored

EXC EXELON CORP19.1K shares-9.52%2026-03-312026-04-21

VLUE ISHARES6.6K shares25.30%2026-03-312026-04-21

ALB ALBEMARLE CORP5.2K shares-12.29%2026-03-312026-04-21

DGRW WISDOMTREE10.5K shares0.81%2026-03-312026-04-21

CMI CUMMINS INC1.7K shares12.13%2026-03-312026-04-21

IRM IRON MOUNTAIN INC9.0K shares-3.09%2026-03-312026-04-21

TLN TALEN ENERGY CORP2.9K shares19.67%2026-03-312026-04-21

NKX NUVEEN CALIFORNIA76.9K shares26.53%2026-03-312026-04-21

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BITMINE IMMERSION BITMINE IMMERSION46.1K shares34.04%2026-03-312026-04-21

MDB MONGODB INC3.7K shares111.80%2026-03-312026-04-21

RMD RESMED INC4.0K shares2.98%2026-03-312026-04-21

THW ABRDN WORLD HEALTHCARE77.6K shares4.57%2026-03-312026-04-21

VTWO VANGUARD RUSSELL 20009.0K shares1.00%2026-03-312026-04-21

RACE FERRARI NV2.6K shares-5.91%2026-03-312026-04-21

MAGS ROUNDHILL15.4K shares67.51%2026-03-312026-04-21

FFEB FIRST TRUST VEST16.0K shares3.36%2026-03-312026-04-21

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PPL PPL CORP23.4K shares20.83%2026-03-312026-04-21

FTSL FIRST TRUST19.9K shares-2.49%2026-03-312026-04-21

USMV ISHARES9.6K shares3.88%2026-03-312026-04-21

EVV EATON VANCE LIMITED93.6K shares7.99%2026-03-312026-04-21

BRO BROWN & BROWN INC13.4K shares5.05%2026-03-312026-04-21

HAL HALLIBURTON COMPANY22.4K shares85.00%2026-03-312026-04-21

ESGE ISHARES19.2K shares-0.65%2026-03-312026-04-21

JPC NUVEEN PFD & INCOME115.4K shares3.62%2026-03-312026-04-21

Sponsored

ETR ENTERGY CORP7.7K shares7.65%2026-03-312026-04-21

GSLC GOLDMAN SACHS ACTIVEBETA6.9K shares-4.54%2026-03-312026-04-21

ILF ISHARES24.3K shares20.66%2026-03-312026-04-21

NBB NUVEEN55.2K shares1.01%2026-03-312026-04-21

VANGUARD S&P 500

-3.15%

Shares600.5K

Event2026-03-31

Filed2026-04-21

AAPL

APPLE INC

8.03%

Shares987.4K

Event2026-03-31

Filed2026-04-21

NVDA

NVIDIA CORP

0.38%

Shares933.3K

Event2026-03-31

Filed2026-04-21

COST

COSTCO WHOLESALE CORP

1.51%

Shares116.4K

Event2026-03-31

Filed2026-04-21

AMZN

AMAZON.COM INC

8.62%

Shares453.3K

Event2026-03-31

Filed2026-04-21

MSFT

MICROSOFT CORP

7.19%

Shares239.3K

Event2026-03-31

Filed2026-04-21

INVESCO

-0.36%

Shares120.9K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

4.31%

Shares174.6K

Event2026-03-31

Filed2026-04-21

SPY

STATE STREET SPDR S&P

0.98%

Shares58.5K

Event2026-03-31

Filed2026-04-21

ALPHABET INC

0.72%

Shares130.2K

Event2026-03-31

Filed2026-04-21

SGOV

ISHARES

10.78%

Shares348.5K

Event2026-03-31

Filed2026-04-21