Sponsored

The Analysis of WESPAC Advisors, LLC's Holdings & P&L

Currently, WESPAC Advisors, LLC holds 178 types of securities in its portfolio with a total value $182.6M. In the most recent quarter, they have increased their positions in SGOV (+83.6K shares, valued at $8.4M), PULS (+141.3K shares, valued at $7.0M), UUP (+200.1K shares, valued at $5.6M); decreased their positions in JBND (-80.3K shares, valued at $4.3M), IVV (-5.0K shares, valued at $3.3M), IDMO (-49.6K shares, valued at $2.7M); initiated new positions in SGOV (+83.6K shares, valued at $8.4M), UUP (+200.1K shares, valued at $5.6M), PDBC (+142.0K shares, valued at $2.5M).

1M P&L

+4.5M+2.90%

3M P&L

-2.9M-1.79%

HY P&L

+8.6M+5.65%

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/A117.1M

72.4%

2Semiconductors4.7M

2.9%

3Oil & Gas Midstream3.2M

2.0%

Top Industries by Stock Count

1N/A96 stocks

58.5%

2Semiconductors6 stocks

3.7%

3Oil & Gas Midstream5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PULS PGIM ETF TR206.2K shares217.83%2026-03-312026-04-29

SGOV ISHARES TR83.6K sharesnew addition2026-03-312026-04-29

IVV ISHARES TR8.5K shares-36.98%2026-03-312026-04-29

UUP INVESCO DB US DLR INDEX TR200.1K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS8.0K shares7.31%2026-03-312026-04-29

JIVE J P MORGAN EXCHANGE TRADED F54.6K shares-20.35%2026-03-312026-04-29

XLE SELECT SECTOR SPDR TR68.2K shares1412.66%2026-03-312026-04-29

CGDV CAPITAL GROUP DIVIDEND VALUE94.9K shares-7.48%2026-03-312026-04-29

Sponsored

BIL SPDR SERIES TRUST39.2K shares97.83%2026-03-312026-04-29

MERCK & CO INC MERCK & CO INC27.8K shares0.00%2026-03-312026-04-29

AAPL APPLE INC12.2K shares-0.80%2026-03-312026-04-29

HECA ETF OPPORTUNITIES TRUST98.5K shares31.02%2026-03-312026-04-29

JBND J P MORGAN EXCHANGE TRADED F49.2K shares-62.01%2026-03-312026-04-29

SDY SPDR SERIES TRUST17.3K shares20.37%2026-03-312026-04-29

PDBC INVESCO ACTVELY MNGD ETC FD142.0K sharesnew addition2026-03-312026-04-29

AAAU GOLDMAN SACHS PHYSICAL GOLD51.9K shares-18.42%2026-03-312026-04-29

Sponsored

PVAL PUTNAM ETF TRUST47.8K shares14.15%2026-03-312026-04-29

VONV VANGUARD SCOTTSDALE FDS23.3K sharesnew addition2026-03-312026-04-29

ISHARES GOLD TR ISHARES GOLD TR23.8K shares-29.21%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T10.5K shares27.09%2026-03-312026-04-29

MBSF VALUED ADVISERS TR74.0K shares8.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR3.0K shares-54.77%2026-03-312026-04-29

IGIB ISHARES TR31.7K shares5.58%2026-03-312026-04-29

HWM HOWMET AEROSPACE INC7.1K shares5.25%2026-03-312026-04-29

Sponsored

MSFT MICROSOFT CORP4.4K shares-6.70%2026-03-312026-04-29

VUG VANGUARD INDEX FDS3.7K shares-35.28%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR11.9K shares-51.01%2026-03-312026-04-29

CENCORA INC CENCORA INC5.0K shares-9.54%2026-03-312026-04-29

CLOX SERIES PORTFOLIOS TR59.8K shares22.15%2026-03-312026-04-29

WMT WALMART INC12.0K shares0.00%2026-03-312026-04-29

BNO UNITED STS BRENT OIL FD LP27.2K sharesnew addition2026-03-312026-04-29

MMM 3M CO9.6K shares4.78%2026-03-312026-04-29

Sponsored

CAH CARDINAL HEALTH INC6.5K shares3.79%2026-03-312026-04-29

IVE ISHARES TR6.5K shares-27.60%2026-03-312026-04-29

OUNZ VANECK MERK GOLD ETF29.5K shares-36.05%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE4.6K shares2.63%2026-03-312026-04-29

PYLD PIMCO ETF TR49.9K shares-56.00%2026-03-312026-04-29

XLI SELECT SECTOR SPDR TR7.9K sharesnew addition2026-03-312026-04-29

RAAX VANECK ETF TRUST31.0K sharesnew addition2026-03-312026-04-29

TER TERADYNE INC4.2K shares8.03%2026-03-312026-04-29

Sponsored

VODAFONE GROUP PLC VODAFONE GROUP PLC81.8K shares-11.48%2026-03-312026-04-29

BBVA BANCO BILBAO VIZCAYA ARGENTA55.8K sharesnew addition2026-03-312026-04-29

ALPHABET INC ALPHABET INC4.2K shares-12.27%2026-03-312026-04-29

IDV ISHARES TR28.1K shares-20.98%2026-03-312026-04-29

GLD SPDR GOLD TR2.7K shares-17.16%2026-03-312026-04-29

BTI BRITISH AMERN TOB PLC19.4K shares-10.83%2026-03-312026-04-29

JSI JANUS DETROIT STR TR20.7K shares14.74%2026-03-312026-04-29

XOP SPDR SERIES TRUST5.8K sharesnew addition2026-03-312026-04-29

Sponsored

IYZ ISHARES TR26.1K shares-60.04%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC3.0K shares7.83%2026-03-312026-04-29

TIP ISHARES TR9.3K shares277.21%2026-03-312026-04-29

APH AMPHENOL CORP8.1K shares12.72%2026-03-312026-04-29

GILD GILEAD SCIENCES INC7.3K shares14.85%2026-03-312026-04-29

SCHD SCHWAB STRATEGIC TR32.1K sharesnew addition2026-03-312026-04-29

ALB ALBEMARLE CORP5.4K shares19.09%2026-03-312026-04-29

GEV GE VERNOVA INC1.1K shares33.25%2026-03-312026-04-29

Sponsored

MLPX GLOBAL X FDS13.0K shares-11.65%2026-03-312026-04-29

T AT&T INC32.7K shares-19.34%2026-03-312026-04-29

KNTK KINETIK HOLDINGS INC19.3K shares-11.87%2026-03-312026-04-29

TSLA TESLA INC2.5K shares0.28%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR19.7K shares46.11%2026-03-312026-04-29

NVDA NVIDIA CORPORATION5.1K shares-0.35%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC2.6K shares0.00%2026-03-312026-04-29

ENB ENBRIDGE INC16.0K shares-15.12%2026-03-312026-04-29

Sponsored

PAAA PGIM ETF TR16.5K shares0.00%2026-03-312026-04-29

FLTR VANECK ETF TRUST32.8K shares229.36%2026-03-312026-04-29

BIP BROOKFIELD INFRASTRUCTURE PA23.0K sharesnew addition2026-03-312026-04-29

MPWR MONOLITHIC PWR SYS INC757 shares25.96%2026-03-312026-04-29

RITM RITHM CAPITAL CORP86.5K shares-10.17%2026-03-312026-04-29

NEM NEWMONT CORP7.5K shares12.20%2026-03-312026-04-29

VTI VANGUARD INDEX FDS2.5K shares74.28%2026-03-312026-04-29

MRNA MODERNA INC15.6K sharesnew addition2026-03-312026-04-29

Sponsored

LQD ISHARES TR7.2K shares160.67%2026-03-312026-04-29

SPYI NEOS ETF TRUST15.8K shares-10.13%2026-03-312026-04-29

RL RALPH LAUREN CORP2.3K shares10.01%2026-03-312026-04-29

NMCO NUVEEN MUN CR OPPORTUNITIES72.7K shares0.00%2026-03-312026-04-29

ILF ISHARES TR21.2K shares-47.98%2026-03-312026-04-29

NMZ NUVEEN MUN HIGH INCOME OPPOR72.6K shares0.00%2026-03-312026-04-29

BAC BANK AMERICA CORP15.4K shares-26.00%2026-03-312026-04-29

XLP SELECT SECTOR SPDR TR9.1K shares75.06%2026-03-312026-04-29

Sponsored

XLB SELECT SECTOR SPDR TR14.8K sharesnew addition2026-03-312026-04-29

AMGN AMGEN INC2.1K shares0.00%2026-03-312026-04-29

ALPHABET INC ALPHABET INC2.6K shares-0.78%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T1.1K shares-40.59%2026-03-312026-04-29

QCOM QUALCOMM INC5.4K shares-10.93%2026-03-312026-04-29

EIPI FIRST TR EXCHNG TRADED FD VI30.4K shares-8.06%2026-03-312026-04-29

SMH VANECK ETF TRUST1.8K shares-5.37%2026-03-312026-04-29

TFLO ISHARES TR13.2K shares-17.46%2026-03-312026-04-29

Sponsored

DIA STATE STR SPDR DOW JONES IND1.4K shares-43.77%2026-03-312026-04-29

FNDF SCHWAB STRATEGIC TR13.4K shares51.25%2026-03-312026-04-29

XLV SELECT SECTOR SPDR TR4.4K shares-59.87%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION640 shares0.00%2026-03-312026-04-29

OKE ONEOK INC NEW7.0K shares0.60%2026-03-312026-04-29

BSMQ INVESCO EXCH TRD SLF IDX FD26.0K shares0.00%2026-03-312026-04-29

BSMR INVESCO EXCH TRD SLF IDX FD25.9K shares0.00%2026-03-312026-04-29

CLOA BLACKROCK ETF TRUST II11.5K shares-62.75%2026-03-312026-04-29

Sponsored

ARCC ARES CAPITAL CORP31.8K shares-9.08%2026-03-312026-04-29

SLV ISHARES SILVER TR8.4K shares-76.35%2026-03-312026-04-29

OBDC BLUE OWL CAPITAL CORPORATION50.9K shares-54.16%2026-03-312026-04-29

IYF ISHARES TR4.7K shares0.00%2026-03-312026-04-29

EWS ISHARES INC19.2K shares2.83%2026-03-312026-04-29

KMI KINDER MORGAN INC DEL16.0K sharesnew addition2026-03-312026-04-29

SHYG ISHARES TR12.6K shares2.45%2026-03-312026-04-29

IDMO INVESCO EXCH TRADED FD TR II9.6K shares-83.83%2026-03-312026-04-29

Sponsored

BSMS INVESCO EXCH TRD SLF IDX FD21.7K shares0.00%2026-03-312026-04-29

META META PLATFORMS INC864 shares-12.46%2026-03-312026-04-29

AMZN AMAZON COM INC2.4K shares-1.00%2026-03-312026-04-29

MA MASTERCARD INCORPORATED986 shares-12.36%2026-03-312026-04-29

XLRE SELECT SECTOR SPDR TR12.0K sharesnew addition2026-03-312026-04-29

TPYP TORTOISE CAPITAL SERIES TRUS11.5K sharesnew addition2026-03-312026-04-29

EWJ ISHARES INC5.8K shares86.82%2026-03-312026-04-29

PG PROCTER & GAMBLE CO3.2K shares0.00%2026-03-312026-04-29

Sponsored

LLY ELI LILLY & CO492 shares-7.52%2026-03-312026-04-29

VIS VANGUARD WORLD FD1.4K shares0.00%2026-03-312026-04-29

FNDX SCHWAB STRATEGIC TR15.6K shares-0.66%2026-03-312026-04-29

CHRW C H ROBINSON WORLDWIDE IN2.6K sharesnew addition2026-03-312026-04-29

ITA ISHARES TR1.9K shares-6.86%2026-03-312026-04-29

CVX CHEVRON CORPORATION2.0K shares-13.39%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO1.4K shares-26.27%2026-03-312026-04-29

HQH ABRDN HEALTHCARE INVESTORS22.9K shares-3.86%2026-03-312026-04-29

Sponsored

IWM ISHARES TR1.6K shares-79.11%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.9K shares-70.10%2026-03-312026-04-29

VT VANGUARD INTL EQUITY INDEX F2.6K shares51.84%2026-03-312026-04-29

RTX RTX CORPORATION1.8K shares0.00%2026-03-312026-04-29

SPHQ INVESCO EXCHANGE TRADED FD T4.7K shares-0.13%2026-03-312026-04-29

CNP CENTERPOINT ENERGY INC7.9K shares-66.74%2026-03-312026-04-29

AEE AMEREN CORP3.1K sharesnew addition2026-03-312026-04-29

VYM VANGUARD WHITEHALL FDS2.2K shares0.00%2026-03-312026-04-29

Sponsored

NRG NRG ENERGY INC2.2K shares-65.75%2026-03-312026-04-29

SCCO SOUTHERN COPPER CORP1.8K shares0.80%2026-03-312026-04-29

XAR SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-04-29

SNX TD SYNNEX CORPORATION1.8K sharesnew addition2026-03-312026-04-29

BSMT INVESCO EXCH TRD SLF IDX FD13.0K shares0.00%2026-03-312026-04-29

TBUX T ROWE PRICE ETF INC5.9K shares-49.71%2026-03-312026-04-29

BSCR INVESCO EXCH TRD SLF IDX FD14.5K shares0.00%2026-03-312026-04-29

GDX VANECK ETF TRUST3.1K shares-68.14%2026-03-312026-04-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-03-312026-04-29

BSJR INVESCO EXCH TRD SLF IDX FD12.5K shares0.00%2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F4.9K shares-0.37%2026-03-312026-04-29

EQT CORP EQT CORP4.3K sharesnew addition2026-03-312026-04-29

AMAT APPLIED MATLS INC800 shares-36.91%2026-03-312026-04-29

VLO VALERO ENERGY CORP1.1K sharesnew addition2026-03-312026-04-29

XME SPDR SERIES TRUST2.5K shares-55.03%2026-03-312026-04-29

CAT CATERPILLAR INC374 sharesnew addition2026-03-312026-04-29

Sponsored

JAAA JANUS DETROIT STR TR5.2K shares0.00%2026-03-312026-04-29

V VISA INC871 shares-37.74%2026-03-312026-04-29

DELL DELL TECHNOLOGIES INC1.6K sharesnew addition2026-03-312026-04-29

BSCQ INVESCO EXCH TRD SLF IDX FD13.4K shares-9.00%2026-03-312026-04-29

CLOI VANECK ETF TRUST4.9K shares-90.82%2026-03-312026-04-29

CGGR CAPITAL GROUP GROWTH ETF6.4K shares-16.80%2026-03-312026-04-29

ORCL ORACLE CORP1.8K shares0.06%2026-03-312026-04-29

BND VANGUARD BD INDEX FDS3.4K shares-34.83%2026-03-312026-04-29

Sponsored

OIH VANECK ETF TRUST614 sharesnew addition2026-03-312026-04-29

BSJQ INVESCO EXCH TRD SLF IDX FD10.6K shares-13.40%2026-03-312026-04-29

NFLX NETFLIX INC.2.5K shares-10.88%2026-03-312026-04-29

CFG CITIZENS FINL GROUP INC4.0K sharesnew addition2026-03-312026-04-29

EIX EDISON INTL3.2K sharesnew addition2026-03-312026-04-29

JCPB J P MORGAN EXCHANGE TRADED F5.0K shares0.00%2026-03-312026-04-29

IVW ISHARES TR2.0K shares0.00%2026-03-312026-04-29

TBIL RBB FD INC4.6K shares-7.65%2026-03-312026-04-29

Sponsored

COM DIREXION SHARES ETF TRUST6.7K sharesnew addition2026-03-312026-04-29

WBS WEBSTER FINL CORP3.2K sharesnew addition2026-03-312026-04-29

BROADCOM INC BROADCOM INC698 shares-9.47%2026-03-312026-04-29

TXT TEXTRON INC2.4K sharesnew addition2026-03-312026-04-29

CWB SPDR SERIES TRUST2.3K sharesnew addition2026-03-312026-04-29

GSK PLC GSK PLC3.8K sharesnew addition2026-03-312026-04-29

EXC EXELON CORP4.2K shares-14.73%2026-03-312026-04-29

BALL BALL CORP3.5K sharesnew addition2026-03-312026-04-29

Sponsored

PCT PURECYCLE TECHNOLOGIES INC39.2K shares2.62%2026-03-312026-04-29

WES WESTERN MIDSTREAM PARTNERS L4.9K sharesnew addition2026-03-312026-04-29

ETJ EATON VANCE RISK-MANAGED DIV24.0K shares0.00%2026-03-312026-04-29

ETHA ISHARES ETHEREUM TR11.0K shares-4.16%2026-03-312026-04-29

ENVX ENOVIX CORPORATION24.2K shares-7.63%2026-03-312026-04-29

NMI NUVEEN MUN INCOME FD INC10.0K shares0.00%2026-03-312026-04-29

EOSE EOS ENERGY ENTERPRISES INC18.0K shares5.89%2026-03-312026-04-29

GGN GAMCO GLOBAL GOLD NAT RES &13.3K shares0.00%2026-03-312026-04-29

Sponsored

TE T1 ENERGY INC11.0K shares10.00%2026-03-312026-04-29

INNVENTURE INC INNVENTURE INC10.0K shares0.00%2026-03-312026-04-29

PULS

PGIM ETF TR

217.83%

Shares206.2K

Event2026-03-31

Filed2026-04-29

SGOV

ISHARES TR

New

Shares83.6K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-36.98%

Shares8.5K

Event2026-03-31

Filed2026-04-29

UUP

INVESCO DB US DLR INDEX TR

New

Shares200.1K

Event2026-03-31

Filed2026-04-29

VANGUARD INDEX FDS

7.31%

Shares8.0K

Event2026-03-31

Filed2026-04-29

JIVE

J P MORGAN EXCHANGE TRADED F

-20.35%

Shares54.6K

Event2026-03-31

Filed2026-04-29

XLE

SELECT SECTOR SPDR TR

1412.66%

Shares68.2K

Event2026-03-31

Filed2026-04-29

CGDV

CAPITAL GROUP DIVIDEND VALUE

-7.48%

Shares94.9K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

97.83%

Shares39.2K

Event2026-03-31

Filed2026-04-29

MERCK & CO INC

0.00%

Shares27.8K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

-0.80%

Shares12.2K

Event2026-03-31

Filed2026-04-29

HECA

ETF OPPORTUNITIES TRUST

31.02%

Shares98.5K

Event2026-03-31

Filed2026-04-29

JBND

J P MORGAN EXCHANGE TRADED F

-62.01%

Shares49.2K

Event2026-03-31

Filed2026-04-29

SDY

SPDR SERIES TRUST

20.37%

Shares17.3K

Event2026-03-31

Filed2026-04-29

PDBC

INVESCO ACTVELY MNGD ETC FD

New

Shares142.0K

Event2026-03-31

Filed2026-04-29

AAAU

GOLDMAN SACHS PHYSICAL GOLD

-18.42%

Shares51.9K

Event2026-03-31

Filed2026-04-29

PVAL

PUTNAM ETF TRUST

14.15%

Shares47.8K

Event2026-03-31

Filed2026-04-29

VONV

VANGUARD SCOTTSDALE FDS

New

Shares23.3K

Event2026-03-31

Filed2026-04-29

ISHARES GOLD TR

-29.21%

Shares23.8K

Event2026-03-31

Filed2026-04-29

INVESCO EXCHANGE TRADED FD T

27.09%

Shares10.5K

Event2026-03-31

Filed2026-04-29

MBSF

VALUED ADVISERS TR

8.00%

Shares74.0K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-54.77%

Shares3.0K

Event2026-03-31

Filed2026-04-29

IGIB

ISHARES TR

5.58%

Shares31.7K

Event2026-03-31

Filed2026-04-29

HWM

HOWMET AEROSPACE INC

5.25%

Shares7.1K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-6.70%

Shares4.4K

Event2026-03-31

Filed2026-04-29

VUG

VANGUARD INDEX FDS

-35.28%

Shares3.7K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-51.01%

Shares11.9K

Event2026-03-31

Filed2026-04-29

CENCORA INC

-9.54%

Shares5.0K

Event2026-03-31

Filed2026-04-29

CLOX

SERIES PORTFOLIOS TR

22.15%

Shares59.8K

Event2026-03-31

Filed2026-04-29

WMT

WALMART INC

0.00%

Shares12.0K

Event2026-03-31

Filed2026-04-29

BNO

UNITED STS BRENT OIL FD LP

New

Shares27.2K

Event2026-03-31

Filed2026-04-29

MMM

3M CO

4.78%

Shares9.6K

Event2026-03-31

Filed2026-04-29

CAH

CARDINAL HEALTH INC

3.79%

Shares6.5K

Event2026-03-31

Filed2026-04-29

IVE

ISHARES TR

-27.60%

Shares6.5K

Event2026-03-31

Filed2026-04-29

OUNZ

VANECK MERK GOLD ETF

-36.05%

Shares29.5K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

2.63%

Shares4.6K

Event2026-03-31

Filed2026-04-29

PYLD

PIMCO ETF TR

-56.00%

Shares49.9K

Event2026-03-31

Filed2026-04-29

XLI

SELECT SECTOR SPDR TR

New

Shares7.9K

Event2026-03-31

Filed2026-04-29

RAAX

VANECK ETF TRUST

New

Shares31.0K

Event2026-03-31

Filed2026-04-29

TER

TERADYNE INC

8.03%

Shares4.2K

Event2026-03-31

Filed2026-04-29

VODAFONE GROUP PLC

-11.48%

Shares81.8K

Event2026-03-31

Filed2026-04-29

BBVA

BANCO BILBAO VIZCAYA ARGENTA

New

Shares55.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-12.27%

Shares4.2K

Event2026-03-31

Filed2026-04-29

IDV

ISHARES TR

-20.98%

Shares28.1K

Event2026-03-31

Filed2026-04-29

GLD

SPDR GOLD TR

-17.16%

Shares2.7K

Event2026-03-31

Filed2026-04-29

BTI

BRITISH AMERN TOB PLC

-10.83%

Shares19.4K

Event2026-03-31

Filed2026-04-29

JSI

JANUS DETROIT STR TR

14.74%

Shares20.7K

Event2026-03-31

Filed2026-04-29

XOP

SPDR SERIES TRUST

New

Shares5.8K

Event2026-03-31

Filed2026-04-29

IYZ

ISHARES TR

-60.04%

Shares26.1K

Event2026-03-31

Filed2026-04-29

MICRON TECHNOLOGY INC

7.83%

Shares3.0K

Event2026-03-31

Filed2026-04-29

TIP

ISHARES TR

277.21%

Shares9.3K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

12.72%

Shares8.1K

Event2026-03-31

Filed2026-04-29

GILD

GILEAD SCIENCES INC

14.85%

Shares7.3K

Event2026-03-31

Filed2026-04-29

SCHD

SCHWAB STRATEGIC TR

New

Shares32.1K

Event2026-03-31

Filed2026-04-29

ALB

ALBEMARLE CORP

19.09%

Shares5.4K

Event2026-03-31

Filed2026-04-29

GEV

GE VERNOVA INC

33.25%

Shares1.1K

Event2026-03-31

Filed2026-04-29

MLPX

GLOBAL X FDS

-11.65%

Shares13.0K

Event2026-03-31

Filed2026-04-29

AT&T INC

-19.34%

Shares32.7K

Event2026-03-31

Filed2026-04-29

KNTK

KINETIK HOLDINGS INC

-11.87%

Shares19.3K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

0.28%

Shares2.5K

Event2026-03-31

Filed2026-04-29

XLU

SELECT SECTOR SPDR TR

46.11%

Shares19.7K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-0.35%

Shares5.1K

Event2026-03-31

Filed2026-04-29

TSM

TAIWAN SEMICONDUCTOR MANUFAC

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

ENB

ENBRIDGE INC

-15.12%

Shares16.0K

Event2026-03-31

Filed2026-04-29

PAAA

PGIM ETF TR

0.00%

Shares16.5K

Event2026-03-31

Filed2026-04-29

FLTR

VANECK ETF TRUST

229.36%

Shares32.8K

Event2026-03-31

Filed2026-04-29

BIP

BROOKFIELD INFRASTRUCTURE PA

New

Shares23.0K

Event2026-03-31

Filed2026-04-29

MPWR

MONOLITHIC PWR SYS INC

25.96%

Shares757

Event2026-03-31

Filed2026-04-29

RITM

RITHM CAPITAL CORP

-10.17%

Shares86.5K

Event2026-03-31

Filed2026-04-29

NEM

NEWMONT CORP

12.20%

Shares7.5K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

74.28%

Shares2.5K

Event2026-03-31

Filed2026-04-29

MRNA

MODERNA INC

New

Shares15.6K

Event2026-03-31

Filed2026-04-29

LQD

ISHARES TR

160.67%

Shares7.2K

Event2026-03-31

Filed2026-04-29

SPYI

NEOS ETF TRUST

-10.13%

Shares15.8K

Event2026-03-31

Filed2026-04-29

RALPH LAUREN CORP

10.01%

Shares2.3K

Event2026-03-31

Filed2026-04-29

NMCO

NUVEEN MUN CR OPPORTUNITIES

0.00%

Shares72.7K

Event2026-03-31

Filed2026-04-29

ILF

ISHARES TR

-47.98%

Shares21.2K

Event2026-03-31

Filed2026-04-29

NMZ

NUVEEN MUN HIGH INCOME OPPOR

0.00%

Shares72.6K

Event2026-03-31

Filed2026-04-29

BAC

BANK AMERICA CORP

-26.00%

Shares15.4K

Event2026-03-31

Filed2026-04-29

XLP

SELECT SECTOR SPDR TR

75.06%

Shares9.1K

Event2026-03-31

Filed2026-04-29

XLB

SELECT SECTOR SPDR TR

New

Shares14.8K

Event2026-03-31

Filed2026-04-29

AMGN

AMGEN INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-0.78%

Shares2.6K

Event2026-03-31

Filed2026-04-29

SPY

STATE STR SPDR S&P 500 ETF T

-40.59%

Shares1.1K

Event2026-03-31

Filed2026-04-29

QCOM

QUALCOMM INC

-10.93%

Shares5.4K

Event2026-03-31

Filed2026-04-29

EIPI

FIRST TR EXCHNG TRADED FD VI

-8.06%

Shares30.4K

Event2026-03-31

Filed2026-04-29

SMH

VANECK ETF TRUST

-5.37%

Shares1.8K

Event2026-03-31

Filed2026-04-29

TFLO

ISHARES TR

-17.46%

Shares13.2K

Event2026-03-31

Filed2026-04-29

DIA

STATE STR SPDR DOW JONES IND

-43.77%

Shares1.4K

Event2026-03-31

Filed2026-04-29

FNDF

SCHWAB STRATEGIC TR

51.25%

Shares13.4K

Event2026-03-31

Filed2026-04-29

XLV

SELECT SECTOR SPDR TR

-59.87%

Shares4.4K

Event2026-03-31

Filed2026-04-29

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares640

Event2026-03-31

Filed2026-04-29

OKE

ONEOK INC NEW

0.60%

Shares7.0K

Event2026-03-31

Filed2026-04-29

BSMQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares26.0K

Event2026-03-31

Filed2026-04-29

BSMR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares25.9K

Event2026-03-31

Filed2026-04-29

CLOA

BLACKROCK ETF TRUST II

-62.75%

Shares11.5K

Event2026-03-31

Filed2026-04-29

ARCC

ARES CAPITAL CORP

-9.08%

Shares31.8K

Event2026-03-31

Filed2026-04-29

SLV

ISHARES SILVER TR

-76.35%

Shares8.4K

Event2026-03-31

Filed2026-04-29

OBDC

BLUE OWL CAPITAL CORPORATION

-54.16%

Shares50.9K

Event2026-03-31

Filed2026-04-29

IYF

ISHARES TR

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-29

EWS

ISHARES INC

2.83%

Shares19.2K

Event2026-03-31

Filed2026-04-29

KMI

KINDER MORGAN INC DEL

New

Shares16.0K

Event2026-03-31

Filed2026-04-29

SHYG

ISHARES TR

2.45%

Shares12.6K

Event2026-03-31

Filed2026-04-29

IDMO

INVESCO EXCH TRADED FD TR II

-83.83%

Shares9.6K

Event2026-03-31

Filed2026-04-29

BSMS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares21.7K

Event2026-03-31

Filed2026-04-29