Sponsored

The Analysis of WORLD EQUITY GROUP, INC.'s Holdings & P&L

Currently, WORLD EQUITY GROUP, INC. holds 368 types of securities in its portfolio with a total value $386.1M. In the most recent quarter, they have increased their positions in N/A (+9.9K shares, valued at $3.1M), CAT (+3.4K shares, valued at $2.4M), CVX (+9.6K shares, valued at $2.0M); decreased their positions in GLD (-4.3K shares, valued at $1.8M), SECT (-16.1K shares, valued at $973.2K), TQQQ (-20.0K shares, valued at $833.6K); initiated new positions in CARZ (+12.4K shares, valued at $1.0M), LITE (+1.4K shares, valued at $998.6K), BLCR (+18.9K shares, valued at $777.4K).

1M P&L

+8.4M+2.48%

3M P&L

-1.6M-0.45%

HY P&L

+14.4M+4.32%

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/A156.5M

48.0%

2Consumer Electronics20.0M

6.1%

3Software - Infrastructure18.9M

5.8%

Top Industries by Stock Count

1N/A202 stocks

59.8%

2Software - Application7 stocks

2.1%

3Semiconductors6 stocks

1.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC78.6K shares-1.81%2026-03-312026-05-06

INVESCO QQQ TR INVESCO QQQ TR23.9K shares-0.99%2026-03-312026-05-06

MSFT MICROSOFT CORP31.0K shares6.10%2026-03-312026-05-06

NVDA NVIDIA CORPORATION59.4K shares4.99%2026-03-312026-05-06

SPY STATE STR SPDR S&P 500 ETF T12.1K shares-1.93%2026-03-312026-05-06

AMZN AMAZON COM INC36.0K shares4.64%2026-03-312026-05-06

GLD SPDR GOLD TR13.9K shares-23.51%2026-03-312026-05-06

BROADCOM INC BROADCOM INC19.3K shares105.13%2026-03-312026-05-06

Sponsored

PLTR PALANTIR TECHNOLOGIES INC40.7K shares1.83%2026-03-312026-05-06

ALPHABET INC ALPHABET INC20.2K shares3.77%2026-03-312026-05-06

META META PLATFORMS INC9.1K shares4.03%2026-03-312026-05-06

CAT CATERPILLAR INC7.0K shares93.64%2026-03-312026-05-06

IVV ISHARES TR7.5K shares-3.70%2026-03-312026-05-06

BUFG FIRST TR EXCHNG TRADED FD VI168.6K shares0.33%2026-03-312026-05-06

VANGUARD INDEX FDS VANGUARD INDEX FDS7.3K shares0.52%2026-03-312026-05-06

XOM EXXON MOBIL CORP25.6K shares-0.55%2026-03-312026-05-06

Sponsored

CVX CHEVRON CORPORATION20.5K shares88.09%2026-03-312026-05-06

BUFR FIRST TR EXCHNG TRADED FD VI124.7K shares0.95%2026-03-312026-05-06

TSLA TESLA INC11.2K shares17.60%2026-03-312026-05-06

BUFQ FIRST TR EXCHNG TRADED FD VI114.9K shares1.37%2026-03-312026-05-06

LISTED FDS TR LISTED FDS TR136.8K shares12.77%2026-03-312026-05-06

LISTED FDS TR LISTED FDS TR132.4K shares23.27%2026-03-312026-05-06

VEA VANGUARD TAX-MANAGED FDS53.9K shares-3.78%2026-03-312026-05-06

TPL TEXAS PACIFIC LAND CORPORATI6.8K shares-19.29%2026-03-312026-05-06

Sponsored

KO COCA COLA CO42.6K shares99.01%2026-03-312026-05-06

ALPHABET INC ALPHABET INC11.3K shares6.96%2026-03-312026-05-06

CITIGROUP INC CITIGROUP INC26.7K shares83.07%2026-03-312026-05-06

WMT WALMART INC23.9K shares-12.53%2026-03-312026-05-06

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.1K shares-3.45%2026-03-312026-05-06

BAC BANK AMERICA CORP59.9K shares-18.72%2026-03-312026-05-06

JPM JPMORGAN CHASE & CO9.1K shares7.89%2026-03-312026-05-06

GS GOLDMAN SACHS GROUP INC3.0K shares24.01%2026-03-312026-05-06

Sponsored

FNDX SCHWAB STRATEGIC TR84.3K shares7.52%2026-03-312026-05-06

IJR ISHARES TR18.5K shares-0.15%2026-03-312026-05-06

CSCO CISCO SYS INC28.2K shares102.63%2026-03-312026-05-06

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD125.0K shares148.03%2026-03-312026-05-06

VUG VANGUARD INDEX FDS4.4K shares-11.95%2026-03-312026-05-06

MCD MCDONALDS CORP6.1K shares4.38%2026-03-312026-05-06

XLK SELECT SECTOR SPDR TR14.0K shares-15.55%2026-03-312026-05-06

UXJA FIRST TR EXCHNG TRADED FD VI56.4K shares70.33%2026-03-312026-05-06

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC5.4K shares4.94%2026-03-312026-05-06

SCHD SCHWAB STRATEGIC TR59.6K shares-14.06%2026-03-312026-05-06

LLY ELI LILLY & CO1.9K shares-1.62%2026-03-312026-05-06

ABBV ABBVIE INC7.9K shares1.17%2026-03-312026-05-06

IVW ISHARES TR14.5K shares4.22%2026-03-312026-05-06

BKHY BNY MELLON ETF TRUST34.0K shares107.19%2026-03-312026-05-06

EATON CORP PLC EATON CORP PLC4.5K shares0.54%2026-03-312026-05-06

JNJ JOHNSON & JOHNSON6.5K shares0.25%2026-03-312026-05-06

Sponsored

CB CHUBB LTD SWITZ4.8K shares201.88%2026-03-312026-05-06

IUSB ISHARES TR33.8K shares7.63%2026-03-312026-05-06

DDTL INNOVATOR ETFS TRUST74.9K shares6.70%2026-03-312026-05-06

VB VANGUARD INDEX FDS5.6K shares2.84%2026-03-312026-05-06

SECT NORTHERN LTS FD TR IV24.4K shares-39.80%2026-03-312026-05-06

CME CME GROUP INC5.0K shares445.99%2026-03-312026-05-06

COWZ PACER FDS TR22.8K shares-17.22%2026-03-312026-05-06

VTV VANGUARD INDEX FDS7.1K shares-18.52%2026-03-312026-05-06

Sponsored

DDWM WISDOMTREE TR31.5K shares4.17%2026-03-312026-05-06

ASTS AST SPACEMOBILE INC16.8K shares427.86%2026-03-312026-05-06

PFFA ETFIS SER TR I68.0K shares26.91%2026-03-312026-05-06

FLQM FRANKLIN TEMPLETON ETF TR25.0K shares5.90%2026-03-312026-05-06

BUFS FIRST TR EXCHNG TRADED FD VI57.6K shares4.33%2026-03-312026-05-06

HD HOME DEPOT INC4.0K shares-1.35%2026-03-312026-05-06

VWO VANGUARD INTL EQUITY INDEX F24.6K shares-2.83%2026-03-312026-05-06

IVE ISHARES TR6.1K shares-9.94%2026-03-312026-05-06

Sponsored

XMMO INVESCO EXCHANGE TRADED FD T8.9K shares-1.35%2026-03-312026-05-06

EFV ISHARES TR17.1K shares12.40%2026-03-312026-05-06

PG PROCTER & GAMBLE CO8.8K shares5.98%2026-03-312026-05-06

MERCK & CO INC MERCK & CO INC10.3K shares1.18%2026-03-312026-05-06

LAM RESEARCH CORP LAM RESEARCH CORP5.5K shares-17.46%2026-03-312026-05-06

CFO VICTORY PORTFOLIOS II15.8K shares-2.61%2026-03-312026-05-06

DYNF BLACKROCK ETF TRUST20.0K shares-16.12%2026-03-312026-05-06

IBM INTERNATIONAL BUSINESS MACHS4.8K shares-2.85%2026-03-312026-05-06

Sponsored

RITM RITHM CAPITAL CORP121.8K shares-4.69%2026-03-312026-05-06

V VISA INC3.8K shares7.78%2026-03-312026-05-06

XLV SELECT SECTOR SPDR TR7.8K shares69.12%2026-03-312026-05-06

TJX TJX COS INC NEW7.1K shares14.59%2026-03-312026-05-06

BAI BLACKROCK ETF TRUST34.1K shares110.05%2026-03-312026-05-06

UXJL FIRST TR EXCHNG TRADED FD VI35.9K shares-0.33%2026-03-312026-05-06

IEMG ISHARES INC15.8K shares-8.75%2026-03-312026-05-06

PSIX POWER SOLUTIONS INTL INC17.8K shares13.14%2026-03-312026-05-06

Sponsored

CASY CASEYS GEN STORES INC1.5K shares102.18%2026-03-312026-05-06

WCMI FIRST TR EXCHANGE-TRADED FD64.1K shares1.70%2026-03-312026-05-06

BUFZ FIRST TR EXCHNG TRADED FD VI40.9K shares-0.58%2026-03-312026-05-06

THRO BLACKROCK ETF TRUST28.9K shares107.02%2026-03-312026-05-06

XLF SELECT SECTOR SPDR TR21.2K shares-1.09%2026-03-312026-05-06

AMD ADVANCED MICRO DEVICES INC5.1K shares2.05%2026-03-312026-05-06

GSUS GOLDMAN SACHS ETF TR11.5K shares86.66%2026-03-312026-05-06

UXOC FIRST TR EXCHNG TRADED FD VI30.3K shares-1.90%2026-03-312026-05-06

Sponsored

CARZ FIRST TR EXCHANGE-TRADED FD12.4K sharesnew addition2026-03-312026-05-06

LITE LUMENTUM HLDGS INC1.4K sharesnew addition2026-03-312026-05-06

CCD CALAMOS DYNAMIC CONV & INCOM46.3K shares106.69%2026-03-312026-05-06

BXMT BLACKSTONE MORTGAGE TRUST IN51.4K shares100.81%2026-03-312026-05-06

SPYM SPDR SERIES TRUST12.8K shares15.29%2026-03-312026-05-06

CRWD CROWDSTRIKE HLDGS INC2.5K shares-1.41%2026-03-312026-05-06

AOA ISHARES TR10.9K shares0.79%2026-03-312026-05-06

COST COSTCO WHOLESALE CORPORATION955 shares17.61%2026-03-312026-05-06

Sponsored

XLI SELECT SECTOR SPDR TR5.6K shares-9.58%2026-03-312026-05-06

VTI VANGUARD INDEX FDS2.8K shares-9.10%2026-03-312026-05-06

T AT&T INC31.2K shares110.31%2026-03-312026-05-06

EXC EXELON CORP18.4K shares0.01%2026-03-312026-05-06

VOYG VOYAGER TECHNOLOGIES INC38.0K shares134.79%2026-03-312026-05-06

VO VANGUARD INDEX FDS3.1K shares1.91%2026-03-312026-05-06

QQQI NEOS ETF TRUST17.7K shares21.19%2026-03-312026-05-06

DHR DANAHER CORP DEL4.5K shares4.72%2026-03-312026-05-06

Sponsored

HEGD LISTED FDS TR34.3K shares55.46%2026-03-312026-05-06

DDEC FIRST TR EXCHNG TRADED FD VI19.1K shares-2.55%2026-03-312026-05-06

WM WASTE MGMT INC DEL3.7K shares222.48%2026-03-312026-05-06

IWM ISHARES TR3.4K shares-5.74%2026-03-312026-05-06

PH PARKER-HANNIFIN CORP935 shares118.97%2026-03-312026-05-06

ACV VIRTUS DIVERSIFIED INCM & CO34.4K shares15.15%2026-03-312026-05-06

NEE NEXTERA ENERGY INC9.0K shares13.09%2026-03-312026-05-06

HYLB DBX ETF TR22.8K shares5.00%2026-03-312026-05-06

Sponsored

MTUM ISHARES TR3.4K shares0.36%2026-03-312026-05-06

FBND FIDELITY MERRIMACK STR TR17.4K shares9.71%2026-03-312026-05-06

IBIT ISHARES BITCOIN TRUST ETF20.5K shares14.38%2026-03-312026-05-06

SPYI NEOS ETF TRUST15.8K shares8.37%2026-03-312026-05-06

BLCR BLACKROCK ETF TRUST18.9K sharesnew addition2026-03-312026-05-06

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST35.7K shares-0.33%2026-03-312026-05-06

CELESTICA INC CELESTICA INC2.7K shares141.75%2026-03-312026-05-06

DDTS INNOVATOR ETFS TRUST36.0K shares-0.95%2026-03-312026-05-06

Sponsored

QUAL ISHARES TR3.9K shares8.00%2026-03-312026-05-06

VOT VANGUARD INDEX FDS2.9K shares7.18%2026-03-312026-05-06

UXAP FIRST TR EXCHNG TRADED FD VI20.3K shares-3.08%2026-03-312026-05-06

CVNA CARVANA CO2.4K sharesnew addition2026-03-312026-05-06

LDUR PIMCO ETF TR7.7K sharesnew addition2026-03-312026-05-06

NFLX NETFLIX INC.7.6K shares-33.96%2026-03-312026-05-06

PHYS SPROTT ASSET MANAGEMENT LP20.7K sharesnew addition2026-03-312026-05-06

ABT ABBOTT LABORATORIES7.1K shares-7.41%2026-03-312026-05-06

Sponsored

VRT VERTIV HOLDINGS CO2.8K shares3.50%2026-03-312026-05-06

HCA HCA HEALTHCARE INC1.5K shares1.22%2026-03-312026-05-06

TLN TALEN ENERGY CORP2.2K shares48.92%2026-03-312026-05-06

PEP PEPSICO INC4.5K shares5.79%2026-03-312026-05-06

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST36.7K shares-0.71%2026-03-312026-05-06

GE AEROSPACE GE AEROSPACE2.4K shares0.99%2026-03-312026-05-06

IMTM ISHARES TR14.4K shares4.96%2026-03-312026-05-06

FTSM FIRST TR EXCHANGE-TRADED FD11.5K shares-8.91%2026-03-312026-05-06

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.1K shares-0.52%2026-03-312026-05-06

UNH UNITEDHEALTH GROUP INC2.5K shares-7.56%2026-03-312026-05-06

SU SUNCOR ENERGY INC NEW10.2K sharesnew addition2026-03-312026-05-06

TT TRANE TECHNOLOGIES PLC1.6K shares0.94%2026-03-312026-05-06

COIN COINBASE GLOBAL INC3.9K shares110.82%2026-03-312026-05-06

VBK VANGUARD INDEX FDS2.2K shares-5.65%2026-03-312026-05-06

ISHARES GOLD TR ISHARES GOLD TR7.6K shares-25.50%2026-03-312026-05-06

EFA ISHARES TR6.9K shares-5.28%2026-03-312026-05-06

Sponsored

MCN XAI MADISON EQUITY PREMIUM I113.9K shares2.43%2026-03-312026-05-06

FIX COMFORT SYS USA INC481 shares11.34%2026-03-312026-05-06

PDI PIMCO DYNAMIC INCOME FD38.2K shares26.18%2026-03-312026-05-06

GOVT ISHARES TR28.4K sharesnew addition2026-03-312026-05-06

RTX RTX CORPORATION3.4K shares-5.42%2026-03-312026-05-06

VONG VANGUARD SCOTTSDALE FDS5.9K shares-21.92%2026-03-312026-05-06

HL HECLA MINING COMPANY34.6K shares3.14%2026-03-312026-05-06

VZ VERIZON COMMUNICATIONS INC12.8K shares-5.02%2026-03-312026-05-06

Sponsored

VUSB VANGUARD BD INDEX FDS12.9K shares5.07%2026-03-312026-05-06

AMAT APPLIED MATLS INC1.9K shares15.88%2026-03-312026-05-06

ALB ALBEMARLE CORP3.5K sharesnew addition2026-03-312026-05-06

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO11.7K shares0.00%2026-03-312026-05-06

FFEB FIRST TR EXCHNG TRADED FD VI11.0K sharesnew addition2026-03-312026-05-06

IVES WEDBUSH SER TR21.5K shares0.13%2026-03-312026-05-06

DNOV FIRST TR EXCHNG TRADED FD VI12.7K shares-7.65%2026-03-312026-05-06

CGDV CAPITAL GROUP DIVIDEND VALUE14.3K shares103.82%2026-03-312026-05-06

Sponsored

XSOE WISDOMTREE TR15.1K shares28.26%2026-03-312026-05-06

QYLD GLOBAL X FDS35.0K shares22.21%2026-03-312026-05-06

EFG ISHARES TR5.3K sharesnew addition2026-03-312026-05-06

FJAN FIRST TR EXCHNG TRADED FD VI11.8K sharesnew addition2026-03-312026-05-06

IWF ISHARES TR1.4K shares-0.57%2026-03-312026-05-06

FDEC FIRST TR EXCHNG TRADED FD VI11.9K shares-10.06%2026-03-312026-05-06

IYW ISHARES TR3.3K shares14.62%2026-03-312026-05-06

FVC FIRST TR EXCHANGE TRADED FD17.0K shares-16.78%2026-03-312026-05-06

Sponsored

PM PHILIP MORRIS INTL INC3.6K shares61.35%2026-03-312026-05-06

FNOV FIRST TR EXCHNG TRADED FD VI11.0K shares-16.77%2026-03-312026-05-06

FYC FIRST TR EXCHANGE-TRADED ALP6.0K shares-3.07%2026-03-312026-05-06

FOCT FIRST TR EXCHNG TRADED FD VI12.1K shares-6.22%2026-03-312026-05-06

BINC BLACKROCK ETF TRUST II11.0K shares69.17%2026-03-312026-05-06

FMAR FIRST TR EXCHNG TRADED FD VI11.8K sharesnew addition2026-03-312026-05-06

AHR AMERICAN HEALTHCARE REIT INC12.1K shares20.48%2026-03-312026-05-06

AVSF AMERICAN CENTY ETF TR12.1K sharesnew addition2026-03-312026-05-06

Sponsored

FSEP FIRST TR EXCHNG TRADED FD VI11.2K shares-11.22%2026-03-312026-05-06

MBB ISHARES TR5.9K shares10.44%2026-03-312026-05-06

SDVY FIRST TR EXCHANGE TRADED FD14.2K shares-1.37%2026-03-312026-05-06

GEV GE VERNOVA INC630 shares7.14%2026-03-312026-05-06

WELL WELLTOWER INC2.8K shares37.89%2026-03-312026-05-06

LAUR LAUREATE ED INC15.5K sharesnew addition2026-03-312026-05-06

TLH ISHARES TR5.3K shares5.92%2026-03-312026-05-06

DNP DNP SELECT INCOME FD INC51.5K shares1.53%2026-03-312026-05-06

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC OVERW32.9K sharesnew addition2026-03-312026-05-06

XEL XCEL ENERGY INC6.6K shares36.46%2026-03-312026-05-06

AFLG FIRST TR EXCHNG TRADED FD VI13.5K shares4.06%2026-03-312026-05-06

BSV VANGUARD BD INDEX FDS7.0K shares1.46%2026-03-312026-05-06

SHOP SHOPIFY INC4.3K shares3.69%2026-03-312026-05-06

UUUU ENERGY FUELS INC27.7K sharesnew addition2026-03-312026-05-06

JCI JOHNSON CONTROLS INTERNATION3.8K shares-42.33%2026-03-312026-05-06

CVS CVS HEALTH CORP6.9K shares27.12%2026-03-312026-05-06

Sponsored

FNX FIRST TR EXCHANGE-TRADED ALP3.9K shares9.75%2026-03-312026-05-06

HERD PACER FDS TR10.8K shares2.27%2026-03-312026-05-06

ROCKET LAB CORP ROCKET LAB CORP7.6K sharesnew addition2026-03-312026-05-06

GSY INVESCO ACTIVELY MANAGED EXC9.7K sharesnew addition2026-03-312026-05-06

SLV ISHARES SILVER TR7.1K shares1.12%2026-03-312026-05-06

ITW ILLINOIS TOOL WKS INC1.9K shares0.11%2026-03-312026-05-06

IHDG WISDOMTREE TR10.0K shares-0.22%2026-03-312026-05-06

SYK STRYKER CORPORATION1.5K shares1.32%2026-03-312026-05-06

Sponsored

MU MICRON TECHNOLOGY INC1.4K shares-50.52%2026-03-312026-05-06

PSFJ PACER FDS TR14.5K shares54.44%2026-03-312026-05-06

PSFD PACER FDS TR13.0K shares55.60%2026-03-312026-05-06

LST MANAGED PORTFOLIO SERIES11.6K sharesnew addition2026-03-312026-05-06

PSLV SPROTT ASSET MANAGEMENT LP19.2K shares-12.46%2026-03-312026-05-06

MAGS LISTED FDS TR8.1K shares10.70%2026-03-312026-05-06

IWMI NEOS ETF TRUST9.9K shares8.21%2026-03-312026-05-06

IWD ISHARES TR2.2K shares1.53%2026-03-312026-05-06

Sponsored

MAR MARRIOTT INTL INC NEW1.4K shares3.99%2026-03-312026-05-06

WWD WOODWARD INC1.3K shares-28.90%2026-03-312026-05-06

CGGR CAPITAL GROUP GROWTH ETF11.3K sharesnew addition2026-03-312026-05-06

ONEY SPDR SERIES TRUST3.7K shares-0.56%2026-03-312026-05-06

EAT BRINKER INTL INC3.1K sharesnew addition2026-03-312026-05-06

PANW PALO ALTO NETWORKS INC2.8K shares11.59%2026-03-312026-05-06

CL COLGATE PALMOLIVE CO5.2K sharesnew addition2026-03-312026-05-06

FTHY FIRST TR HIGH YIELD OPPRT 2032.3K shares-16.98%2026-03-312026-05-06

Sponsored

ET ENERGY TRANSFER L P22.6K shares113.82%2026-03-312026-05-06

DGRW WISDOMTREE TR4.9K shares-0.10%2026-03-312026-05-06

BSCT INVESCO EXCH TRD SLF IDX FD23.0K shares0.00%2026-03-312026-05-06

PFE PFIZER INC15.2K shares0.71%2026-03-312026-05-06

COEUR MNG INC COEUR MNG INC22.6K sharesnew addition2026-03-312026-05-06

ITA ISHARES TR1.9K shares-49.73%2026-03-312026-05-06

SEAGATE TECHNOLOGY HLDNGS PL SEAGATE TECHNOLOGY HLDNGS PL1.1K shares-0.93%2026-03-312026-05-06

CGUS CAPITAL GROUP CORE EQUITY ET10.8K shares100.00%2026-03-312026-05-06

Sponsored

INTC INTEL CORP9.4K shares14.44%2026-03-312026-05-06

IQDG WISDOMTREE TR10.3K shares8.16%2026-03-312026-05-06

GH GUARDANT HEALTH INC4.5K shares31.19%2026-03-312026-05-06

KMI KINDER MORGAN INC DEL12.3K shares2.41%2026-03-312026-05-06

NVT NVENT ELEC PLC3.5K shares0.00%2026-03-312026-05-06

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AAAU GOLDMAN SACHS PHYSICAL GOLD8.6K shares62.29%2026-03-312026-05-06

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VGT VANGUARD WORLD FD533 shares0.00%2026-03-312026-05-06

INNOVATOR ETFS TRUST INNOVATOR ETFS TRUST19.8K sharesnew addition2026-03-312026-05-06

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BSCQ INVESCO EXCH TRD SLF IDX FD18.8K shares0.00%2026-03-312026-05-06

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UNP UNION PAC CORP1.5K shares-1.82%2026-03-312026-05-06

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XLU SELECT SECTOR SPDR TR8.0K shares-0.06%2026-03-312026-05-06

TCAF T ROWE PRICE ETF INC10.3K shares4.42%2026-03-312026-05-06

SSRM SSR MINING IN12.4K shares29.64%2026-03-312026-05-06

CGGE CAPITAL GROUP GLOBAL EQUITY11.9K sharesnew addition2026-03-312026-05-06

MARM FIRST TR EXCHNG TRADED FD VI10.8K shares-4.71%2026-03-312026-05-06

SPDW SPDR INDEX SHS FDS7.9K shares16.05%2026-03-312026-05-06

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UPS UNITED PARCEL SVCS INC3.7K shares44.54%2026-03-312026-05-06

BSCR INVESCO EXCH TRD SLF IDX FD18.3K shares0.00%2026-03-312026-05-06

ECL ECOLAB INC1.3K shares9.57%2026-03-312026-05-06

JPST J P MORGAN EXCHANGE TRADED F7.0K shares-6.19%2026-03-312026-05-06

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GRID FIRST TR EXCHANGE-TRADED FD2.1K shares10.66%2026-03-312026-05-06

VIOO VANGUARD ADMIRAL FDS INC3.0K shares-1.50%2026-03-312026-05-06

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BKCI BNY MELLON ETF TRUST6.9K sharesnew addition2026-03-312026-05-06

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DIA STATE STR SPDR DOW JONES IND715 shares-1.24%2026-03-312026-05-06

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GSLC GOLDMAN SACHS ETF TR2.6K sharesnew addition2026-03-312026-05-06

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SLB SLB LIMITED6.1K sharesnew addition2026-03-312026-05-06

IQLT ISHARES TR6.8K shares1.04%2026-03-312026-05-06

CGMU CAPITAL GRP FIXED INCM ETF T11.6K sharesnew addition2026-03-312026-05-06

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XIDE FIRST TR EXCHNG TRADED FD VI10.3K shares-11.45%2026-03-312026-05-06

TQQQ PROSHARES TR7.3K shares-73.25%2026-03-312026-05-06

USMF WISDOMTREE TR6.1K shares3.83%2026-03-312026-05-06

PNR PENTAIR PLC3.4K shares0.00%2026-03-312026-05-06

SO SOUTHERN CO3.1K shares-13.16%2026-03-312026-05-06

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XSD SPDR SERIES TRUST900 shares-11.07%2026-03-312026-05-06

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NVG NUVEEN AMT FREE MUN CR INC F23.4K shares32.49%2026-03-312026-05-06

IBTG ISHARES TR12.6K shares0.00%2026-03-312026-05-06

XLE SELECT SECTOR SPDR TR4.6K shares-17.81%2026-03-312026-05-06

SGOV ISHARES TR2.8K sharesnew addition2026-03-312026-05-06

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CGHM CAPITAL GRP FIXED INCM ETF T11.1K sharesnew addition2026-03-312026-05-06

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VFLO VICTORY PORTFOLIOS II6.9K shares-0.62%2026-03-312026-05-06

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FITB FIFTH THIRD BANCORP5.7K sharesnew addition2026-03-312026-05-06

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TIGO MILLICOM INTL CELLULAR S A3.5K sharesnew addition2026-03-312026-05-06

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LOW LOWES COS INC1.1K shares17.15%2026-03-312026-05-06

IBTH ISHARES TR11.5K shares4.01%2026-03-312026-05-06

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BLACKROCK INC BLACKROCK INC268 sharesnew addition2026-03-312026-05-06

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EPD ENTERPRISE PRODS PARTNERS L6.7K sharesnew addition2026-03-312026-05-06

HYTR NORTHERN LTS FD TR III11.8K sharesnew addition2026-03-312026-05-06

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DIS DISNEY WALT CO2.6K shares-10.37%2026-03-312026-05-06

JPIE J P MORGAN EXCHANGE TRADED F5.4K sharesnew addition2026-03-312026-05-06

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SSO PROSHARES TR4.7K shares5.79%2026-03-312026-05-06

TMUS T-MOBILE US INC1.2K shares12.90%2026-03-312026-05-06

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GPIQ GOLDMAN SACHS ETF TR4.5K shares10.19%2026-03-312026-05-06

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FNDE SCHWAB STRATEGIC TR5.5K sharesnew addition2026-03-312026-05-06

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IYRI NEOS ETF TRUST4.3K shares0.90%2026-03-312026-05-06

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RYLD GLOBAL X FDS11.5K shares0.23%2026-03-312026-05-06

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AAPL

APPLE INC

-1.81%

Shares78.6K

Event2026-03-31

Filed2026-05-06

INVESCO QQQ TR

-0.99%

Shares23.9K

Event2026-03-31

Filed2026-05-06

MSFT

MICROSOFT CORP

6.10%

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Event2026-03-31

Filed2026-05-06

NVDA

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4.99%

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Event2026-03-31

Filed2026-05-06

SPY

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-1.93%

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Event2026-03-31

Filed2026-05-06

AMZN

AMAZON COM INC

4.64%

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Event2026-03-31

Filed2026-05-06

GLD

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-23.51%

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Event2026-03-31

Filed2026-05-06

BROADCOM INC

105.13%

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Event2026-03-31

Filed2026-05-06

PLTR

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1.83%

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Event2026-03-31

Filed2026-05-06

ALPHABET INC

3.77%

Shares20.2K

Event2026-03-31

Filed2026-05-06