Sponsored

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

Currently, Wick Capital Partners, LLC holds 224 types of securities in its portfolio with a total value $548.2M. In the most recent quarter, they have increased their positions in ITOT (+928.2K shares, valued at $132.2M), VTI (+130.9K shares, valued at $42.0M), IVVB (+1.1M shares, valued at $35.0M); decreased their positions in VTV (-869.1K shares, valued at $169.3M), MSFT (-435.1K shares, valued at $161.1M), NVDA (-777.0K shares, valued at $135.5M); initiated new positions in DGRO (+4.8K shares, valued at $701.0K), USHY (+12.9K shares, valued at $667.6K), VYM (+3.2K shares, valued at $474.8K).

1M P&L

+31.3M+2.30%

3M P&L

+73.9M+5.60%

HY P&L

+74.6M+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/A452.4M

87.3%

2Semiconductors10.9M

2.1%

3Software - Infrastructure6.2M

1.2%

Top Industries by Stock Count

1N/A82 stocks

43.2%

2Banks - Regional6 stocks

3.2%

3Software - Infrastructure6 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR929.7K shares62841.91%2026-03-312026-05-15

VTI VANGUARD INDEX FDS134.7K shares3425.89%2026-03-312026-05-15

IVVB BLACKROCK ETF TRUST II1.1M shares304227.58%2026-03-312026-05-15

IVV ISHARES TR40.6K shares2379.80%2026-03-312026-05-15

IXUS ISHARES TR265.3K shares80.24%2026-03-312026-05-15

IBDS ISHARES TR894.0K shares13157.66%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II73.3K shares4625.40%2026-03-312026-05-15

IEFA ISHARES TR168.2K shares2640.71%2026-03-312026-05-15

Sponsored

IBDR ISHARES TR483.3K shares6224.79%2026-03-312026-05-15

HELO J P MORGAN EXCHANGE TRADED F175.6K shares1164.37%2026-03-312026-05-15

GPIX GOLDMAN SACHS ETF TR205.0K shares3228.09%2026-03-312026-05-15

JEPQ J P MORGAN EXCHANGE TRADED F131.9K shares-24.17%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T10.6K shares-89.83%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS11.1K shares-37.89%2026-03-312026-05-15

GPIQ GOLDMAN SACHS ETF TR128.7K shares1344.05%2026-03-312026-05-15

JEPI J P MORGAN EXCHANGE TRADED F98.5K shares-50.39%2026-03-312026-05-15

Sponsored

NVDA NVIDIA CORPORATION31.4K shares-96.12%2026-03-312026-05-15

AAPL APPLE INC21.2K shares88.42%2026-03-312026-05-15

IJR ISHARES TR42.6K shares11060.99%2026-03-312026-05-15

IBDT ISHARES TR189.9K shares35205.02%2026-03-312026-05-15

QRVO QORVO INC137.0K shares4419.97%2026-03-312026-05-15

EQAL INVESCO EXCH TRADED FD TR II82.6K shares191.40%2026-03-312026-05-15

VUG VANGUARD INDEX FDS9.8K shares743.97%2026-03-312026-05-15

MSFT MICROSOFT CORP11.3K shares-97.47%2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T25.6K shares16.31%2026-03-312026-05-15

VB VANGUARD INDEX FDS12.1K shares582.45%2026-03-312026-05-15

IBMP ISHARES TR124.4K shares11140.29%2026-03-312026-05-15

IEMG ISHARES INC22.9K shares267.47%2026-03-312026-05-15

AMZN AMAZON COM INC13.5K shares5010.23%2026-03-312026-05-15

MRBK MERIDIAN CORP144.5K shares3125.80%2026-03-312026-05-15

ACWI ISHARES TR19.6K shares852.07%2026-03-312026-05-15

IBMO ISHARES TR104.0K shares-86.95%2026-03-312026-05-15

Sponsored

SHY ISHARES TR32.2K shares712.95%2026-03-312026-05-15

IWF ISHARES TR5.7K shares265.25%2026-03-312026-05-15

IWB ISHARES TR6.5K shares-10.10%2026-03-312026-05-15

VTV VANGUARD INDEX FDS10.4K shares-98.82%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON7.8K shares835.93%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR3.2K shares-24.19%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS28.0K shares-21.34%2026-03-312026-05-15

IWY ISHARES TR6.7K shares734.63%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR25.5K shares306.35%2026-03-312026-05-15

TSLA TESLA INC4.4K shares-52.85%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST22.0K shares206.80%2026-03-312026-05-15

IWD ISHARES TR7.0K shares8.16%2026-03-312026-05-15

XVV ISHARES TR30.1K shares1814.99%2026-03-312026-05-15

SHV ISHARES TR13.4K shares-83.74%2026-03-312026-05-15

META META PLATFORMS INC2.5K shares-87.39%2026-03-312026-05-15

DFUV DIMENSIONAL ETF TRUST28.3K shares115.55%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC4.4K shares110.52%2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.4K shares5931.51%2026-03-312026-05-15

ISPY PROSHARES TR28.3K shares156.88%2026-03-312026-05-15

IVW ISHARES TR11.7K shares88.04%2026-03-312026-05-15

VONE VANGUARD SCOTTSDALE FDS3.8K shares96.75%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP1.8K shares-8.89%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.2K shares-23.86%2026-03-312026-05-15

ICSH ISHARES TR20.6K shares3878.42%2026-03-312026-05-15

Sponsored

VIG VANGUARD SPECIALIZED FUNDS4.4K shares30.80%2026-03-312026-05-15

WMT WALMART INC7.4K shares-80.78%2026-03-312026-05-15

IBMQ ISHARES TR33.7K shares1554.25%2026-03-312026-05-15

COP CONOCOPHILLIPS6.2K shares354.54%2026-03-312026-05-15

IVE ISHARES TR3.7K shares13.62%2026-03-312026-05-15

SDCI USCF ETF TR28.8K shares210.15%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.3K shares-90.76%2026-03-312026-05-15

VOT VANGUARD INDEX FDS3.0K shares170.24%2026-03-312026-05-15

Sponsored

BMY BRISTOL-MYERS SQUIBB CO12.5K shares876.32%2026-03-312026-05-15

IQQQ PROSHARES TR17.8K shares-79.72%2026-03-312026-05-15

IBTH ISHARES TR32.4K shares462.16%2026-03-312026-05-15

AZN ASTRAZENECA PLC3.7K shares42.28%2026-03-312026-05-15

HYG ISHARES TR9.0K shares1065.28%2026-03-312026-05-15

IBIT ISHARES BITCOIN TRUST ETF18.3K shares396.68%2026-03-312026-05-15

DGRO ISHARES TR4.8K sharesnew addition2026-03-312026-05-15

GLD SPDR GOLD TR1.6K shares-98.49%2026-03-312026-05-15

Sponsored

ORCL ORACLE CORP4.7K shares-97.15%2026-03-312026-05-15

WNEB WESTERN NEW ENG BANCORP INC16.6K shares77.55%2026-03-312026-05-15

CB CHUBB LTD SWITZ2.1K shares-38.03%2026-03-312026-05-15

PCG PG&E CORP38.4K shares386.89%2026-03-312026-05-15

SPYG SPDR SERIES TRUST8.8K shares1200.59%2026-03-312026-05-15

USHY ISHARES TR12.9K sharesnew addition2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.9K shares332.95%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC4.4K shares-93.04%2026-03-312026-05-15

Sponsored

EIX EDISON INTL8.6K shares-1.54%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC3.5K shares-89.49%2026-03-312026-05-15

OUNZ VANECK MERK GOLD ETF13.3K shares547.26%2026-03-312026-05-15

LLY ELI LILLY & CO651 shares-48.29%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE2.1K shares-26.36%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS8.0K shares-68.12%2026-03-312026-05-15

TJX TJX COS INC NEW3.7K shares316.33%2026-03-312026-05-15

WDC WESTERN DIGITAL CORP2.2K shares-67.56%2026-03-312026-05-15

Sponsored

IJH ISHARES TR8.6K shares222.84%2026-03-312026-05-15

LIT GLOBAL X FDS6.3K shares-33.14%2026-03-312026-05-15

ABNB AIRBNB INC4.5K shares27.99%2026-03-312026-05-15

XOM EXXON MOBIL CORP3.3K shares-2.15%2026-03-312026-05-15

GEV GE VERNOVA INC626 shares-96.87%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F10.1K shares52.24%2026-03-312026-05-15

PG PROCTER & GAMBLE CO3.7K shares71.49%2026-03-312026-05-15

NEM NEWMONT CORP4.8K shares100.91%2026-03-312026-05-15

Sponsored

SCHX SCHWAB STRATEGIC TR20.0K shares272.94%2026-03-312026-05-15

ZAPR INNOVATOR ETFS TRUST18.8K shares138.21%2026-03-312026-05-15

CAT CATERPILLAR INC689 shares-79.01%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS3.2K sharesnew addition2026-03-312026-05-15

NOW SERVICENOW INC4.5K shares-4.14%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS606 shares-7.76%2026-03-312026-05-15

VGLT VANGUARD SCOTTSDALE FDS9.3K sharesnew addition2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC1.8K shares-88.30%2026-03-312026-05-15

Sponsored

DFAT DIMENSIONAL ETF TRUST7.2K shares1549.20%2026-03-312026-05-15

PNC PNC FINL SVCS GROUP INC2.1K shares-58.11%2026-03-312026-05-15

TER TERADYNE INC1.5K shares-81.13%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS5.5K shares117.85%2026-03-312026-05-15

SPHQ INVESCO EXCHANGE TRADED FD T5.7K shares-20.64%2026-03-312026-05-15

JBHT HUNT J B TRANS SVCS INC2.0K shares-19.39%2026-03-312026-05-15

VO VANGUARD INDEX FDS1.5K shares-91.01%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC498 sharesnew addition2026-03-312026-05-15

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.2K shares-95.95%2026-03-312026-05-15

FDX FEDEX CORP1.2K shares-85.66%2026-03-312026-05-15

USB US BANCORP7.9K shares919.92%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION408 sharesnew addition2026-03-312026-05-15

PM PHILIP MORRIS INTL INC2.4K shares-98.31%2026-03-312026-05-15

VODAFONE GROUP PLC VODAFONE GROUP PLC3.3K sharesnew addition2026-03-312026-05-15

SPGI S&P GLOBAL INC922 sharesnew addition2026-03-312026-05-15

PSX PHILLIPS 662.1K shares1.73%2026-03-312026-05-15

Sponsored

VNQ VANGUARD INDEX FDS4.3K shares-83.31%2026-03-312026-05-15

RTX RTX CORPORATION2.0K shares92.89%2026-03-312026-05-15

CNC CENTENE CORP DEL11.4K shares439.08%2026-03-312026-05-15

OXY OCCIDENTAL PETE CORP5.7K sharesnew addition2026-03-312026-05-15

NDSN NORDSON CORP1.4K shares-39.77%2026-03-312026-05-15

KKR & CO INC KKR & CO INC3.9K sharesnew addition2026-03-312026-05-15

IBDV ISHARES TR13.6K sharesnew addition2026-03-312026-05-15

IJK ISHARES TR3.4K shares358.50%2026-03-312026-05-15

Sponsored

DON WISDOMTREE TR6.5K shares-2.10%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC2.9K shares-33.89%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC5.6K shares67.50%2026-03-312026-05-15

TMUS T-MOBILE US INC1.6K shares-90.26%2026-03-312026-05-15

MO ALTRIA GROUP INC4.9K shares209.83%2026-03-312026-05-15

AMP AMERIPRISE FINL INC734 shares-93.07%2026-03-312026-05-15

KMI KINDER MORGAN INC DEL9.7K shares332.69%2026-03-312026-05-15

CFG CITIZENS FINL GROUP INC5.4K shares-79.40%2026-03-312026-05-15

Sponsored

VTEB VANGUARD MUN BD FDS6.5K shares231.12%2026-03-312026-05-15

ADBE ADOBE INC1.3K shares-33.52%2026-03-312026-05-15

MCO MOODYS CORP739 sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO1.1K shares-99.03%2026-03-312026-05-15

BITB BITWISE BITCOIN ETF TR8.6K shares185.47%2026-03-312026-05-15

EMR EMERSON ELEC CO425 shares-96.02%2026-03-312026-05-15

ARW ARROW ELECTRS INC7.6K shares272.14%2026-03-312026-05-15

CMI CUMMINS INC564 shares-92.50%2026-03-312026-05-15

Sponsored

DFAS DIMENSIONAL ETF TRUST4.2K shares-35.11%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP1.1K sharesnew addition2026-03-312026-05-15

EQIX EQUINIX INC307 shares-24.20%2026-03-312026-05-15

MSTR STRATEGY INC2.4K shares-83.04%2026-03-312026-05-15

VICI VICI PPTYS INC10.9K sharesnew addition2026-03-312026-05-15

DHS WISDOMTREE TR2.7K shares-99.74%2026-03-312026-05-15

DLN WISDOMTREE TR3.3K shares-41.72%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR2.2K sharesnew addition2026-03-312026-05-15

Sponsored

MPLX MPLX LP5.1K shares-62.07%2026-03-312026-05-15

FTNT FORTINET INC3.5K sharesnew addition2026-03-312026-05-15

DES WISDOMTREE TR7.9K shares14.22%2026-03-312026-05-15

VT VANGUARD INTL EQUITY INDEX F2.0K shares-71.69%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP315 sharesnew addition2026-03-312026-05-15

FIVE FIVE BELOW INC1.2K sharesnew addition2026-03-312026-05-15

PEP PEPSICO INC1.8K shares-82.22%2026-03-312026-05-15

VEEV VEEVA SYS INC1.6K sharesnew addition2026-03-312026-05-15

Sponsored

HAL HALLIBURTON CO7.1K sharesnew addition2026-03-312026-05-15

IWR ISHARES TR2.8K sharesnew addition2026-03-312026-05-15

BSX BOSTON SCIENTIFIC CORP4.4K sharesnew addition2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC17.4K sharesnew addition2026-03-312026-05-15

BURL BURLINGTON STORES INC844 sharesnew addition2026-03-312026-05-15

IJJ ISHARES TR2.1K shares63.57%2026-03-312026-05-15

PLD PROLOGIS INC.2.1K shares-19.23%2026-03-312026-05-15

CRH PLC CRH PLC2.6K sharesnew addition2026-03-312026-05-15

Sponsored

SOXX ISHARES TR825 sharesnew addition2026-03-312026-05-15

DG DOLLAR GEN CORP2.3K shares-32.50%2026-03-312026-05-15

AMT AMERICAN TOWER CORP1.6K shares-98.82%2026-03-312026-05-15

VKTX VIKING THERAPEUTICS INC3.7K shares-95.72%2026-03-312026-05-15

KBE SPDR SERIES TRUST3.4K sharesnew addition2026-03-312026-05-15

ISCG ISHARES TR5.0K sharesnew addition2026-03-312026-05-15

AA ALCOA CORP4.0K sharesnew addition2026-03-312026-05-15

SYK STRYKER CORPORATION798 sharesnew addition2026-03-312026-05-15

Sponsored

CME CME GROUP INC883 sharesnew addition2026-03-312026-05-15

UTHR UNITED THERAPEUTICS CORP DEL438 shares-99.72%2026-03-312026-05-15

BMRN BIOMARIN PHARMACEUTICAL INC4.6K shares273.19%2026-03-312026-05-15

IT GARTNER INC1.6K shares-97.57%2026-03-312026-05-15

CPSM CALAMOS ETF TR8.9K shares69.49%2026-03-312026-05-15

INTC INTEL CORP5.8K sharesnew addition2026-03-312026-05-15

LQD ISHARES TR2.4K shares-12.56%2026-03-312026-05-15

MOH MOLINA HEALTHCARE INC1.9K sharesnew addition2026-03-312026-05-15

Sponsored

SNOW SNOWFLAKE INC1.7K sharesnew addition2026-03-312026-05-15

LIEN CHICAGO ATLANTIC BDC INC27.0K shares1100.13%2026-03-312026-05-15

DAL DELTA AIR LINES INC3.8K sharesnew addition2026-03-312026-05-15

VRT VERTIV HOLDINGS CO996 sharesnew addition2026-03-312026-05-15

DOW DOW HLDGS INC6.0K sharesnew addition2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR1.7K sharesnew addition2026-03-312026-05-15

EFX EQUIFAX INC1.4K sharesnew addition2026-03-312026-05-15

ROST ROSS STORES INC1.1K sharesnew addition2026-03-312026-05-15

Sponsored

CW CURTISS WRIGHT CORP357 sharesnew addition2026-03-312026-05-15

CNH CNH INDL N V21.9K shares846.60%2026-03-312026-05-15

VDE VANGUARD WORLD FD1.4K sharesnew addition2026-03-312026-05-15

DVY ISHARES TR1.6K shares78.86%2026-03-312026-05-15

MASI MASIMO CORP1.3K sharesnew addition2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR9.4K shares-73.06%2026-03-312026-05-15

MKTX MARKETAXESS HLDGS INC1.4K shares-67.51%2026-03-312026-05-15

RGA REINSURANCE GROUP AMER INC1.1K shares355.42%2026-03-312026-05-15

Sponsored

OMC OMNICOM GROUP INC3.0K sharesnew addition2026-03-312026-05-15

TSN TYSON FOODS INC3.5K sharesnew addition2026-03-312026-05-15

IJS ISHARES TR1.9K shares-89.40%2026-03-312026-05-15

VRSN VERISIGN INC890 shares-99.63%2026-03-312026-05-15

DPZ DOMINOS PIZZA INC614 sharesnew addition2026-03-312026-05-15

SNX TD SYNNEX CORPORATION1.3K sharesnew addition2026-03-312026-05-15

HON HONEYWELL INTL INC971 sharesnew addition2026-03-312026-05-15

APH AMPHENOL CORP1.7K shares-59.91%2026-03-312026-05-15

Sponsored

TRV TRAVELERS COMPANIES INC739 sharesnew addition2026-03-312026-05-15

ROP ROPER TECHNOLOGIES INC604 sharesnew addition2026-03-312026-05-15

DECK DECKERS OUTDOOR CORP2.1K sharesnew addition2026-03-312026-05-15

PRU PRUDENTIAL FINL INC2.2K sharesnew addition2026-03-312026-05-15

UPS UNITED PARCEL SVCS INC2.1K shares-74.28%2026-03-312026-05-15

TTC TORO CO2.2K sharesnew addition2026-03-312026-05-15

TXT TEXTRON INC2.3K sharesnew addition2026-03-312026-05-15

MA MASTERCARD INCORPORATED409 shares-95.59%2026-03-312026-05-15

Sponsored

BTI BRITISH AMERN TOB PLC3.5K sharesnew addition2026-03-312026-05-15

ATNI ATN INTL INC2.0K sharesnew addition2026-03-312026-05-15

HAS HASBRO INC2.2K sharesnew addition2026-03-312026-05-15

CMG CHIPOTLE MEXICAN GRILL INC6.3K shares931.31%2026-03-312026-05-15

ADT ADT INC DEL12.7K shares-83.26%2026-03-312026-05-15

CCC CCC INTELLIGENT SOLUTIONS HL11.9K sharesnew addition2026-03-312026-05-15

SNAP SNAP INC14.4K sharesnew addition2026-03-312026-05-15

NWL NEWELL BRANDS INC17.8K shares1029.01%2026-03-312026-05-15

Sponsored

ITOT

ISHARES TR

62841.91%

Shares929.7K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

3425.89%

Shares134.7K

Event2026-03-31

Filed2026-05-15

IVVB

BLACKROCK ETF TRUST II

304227.58%

Shares1.1M

Event2026-03-31

Filed2026-05-15

IVV

ISHARES TR

2379.80%

Shares40.6K

Event2026-03-31

Filed2026-05-15

IXUS

ISHARES TR

80.24%

Shares265.3K

Event2026-03-31

Filed2026-05-15

IBDS

ISHARES TR

13157.66%

Shares894.0K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

4625.40%

Shares73.3K

Event2026-03-31

Filed2026-05-15

IEFA

ISHARES TR

2640.71%

Shares168.2K

Event2026-03-31

Filed2026-05-15

IBDR

ISHARES TR

6224.79%

Shares483.3K

Event2026-03-31

Filed2026-05-15

HELO

J P MORGAN EXCHANGE TRADED F

1164.37%

Shares175.6K

Event2026-03-31

Filed2026-05-15

GPIX

GOLDMAN SACHS ETF TR

3228.09%

Shares205.0K

Event2026-03-31

Filed2026-05-15

JEPQ

J P MORGAN EXCHANGE TRADED F

-24.17%

Shares131.9K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-89.83%

Shares10.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

-37.89%

Shares11.1K

Event2026-03-31

Filed2026-05-15

GPIQ

GOLDMAN SACHS ETF TR

1344.05%

Shares128.7K

Event2026-03-31

Filed2026-05-15

JEPI

J P MORGAN EXCHANGE TRADED F

-50.39%

Shares98.5K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

-96.12%

Shares31.4K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

88.42%

Shares21.2K

Event2026-03-31

Filed2026-05-15

IJR

ISHARES TR

11060.99%

Shares42.6K

Event2026-03-31

Filed2026-05-15

IBDT

ISHARES TR

35205.02%

Shares189.9K

Event2026-03-31

Filed2026-05-15

QRVO

QORVO INC

4419.97%

Shares137.0K

Event2026-03-31

Filed2026-05-15

EQAL

INVESCO EXCH TRADED FD TR II

191.40%

Shares82.6K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

743.97%

Shares9.8K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-97.47%

Shares11.3K

Event2026-03-31

Filed2026-05-15

INVESCO EXCHANGE TRADED FD T

16.31%

Shares25.6K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

582.45%

Shares12.1K

Event2026-03-31

Filed2026-05-15

IBMP

ISHARES TR

11140.29%

Shares124.4K

Event2026-03-31

Filed2026-05-15

IEMG

ISHARES INC

267.47%

Shares22.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

5010.23%

Shares13.5K

Event2026-03-31

Filed2026-05-15

MRBK

MERIDIAN CORP

3125.80%

Shares144.5K

Event2026-03-31

Filed2026-05-15

ACWI

ISHARES TR

852.07%

Shares19.6K

Event2026-03-31

Filed2026-05-15

IBMO

ISHARES TR

-86.95%

Shares104.0K

Event2026-03-31

Filed2026-05-15

SHY

ISHARES TR

712.95%

Shares32.2K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

265.25%

Shares5.7K

Event2026-03-31

Filed2026-05-15

IWB

ISHARES TR

-10.10%

Shares6.5K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

-98.82%

Shares10.4K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

835.93%

Shares7.8K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-24.19%

Shares3.2K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-21.34%

Shares28.0K

Event2026-03-31

Filed2026-05-15

IWY

ISHARES TR

734.63%

Shares6.7K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

306.35%

Shares25.5K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

-52.85%

Shares4.4K

Event2026-03-31

Filed2026-05-15

DFUS

DIMENSIONAL ETF TRUST

206.80%

Shares22.0K

Event2026-03-31

Filed2026-05-15

IWD

ISHARES TR

8.16%

Shares7.0K

Event2026-03-31

Filed2026-05-15

XVV

ISHARES TR

1814.99%

Shares30.1K

Event2026-03-31

Filed2026-05-15

SHV

ISHARES TR

-83.74%

Shares13.4K

Event2026-03-31

Filed2026-05-15