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The Analysis of WPG Advisers, LLC's Holdings & P&L

Currently, WPG Advisers, LLC holds 1476 types of securities in its portfolio with a total value $135.7M. In the most recent quarter, they have increased their positions in GRID (+23.8K shares, valued at $3.9M), PULS (+32.0K shares, valued at $1.6M), IDMO (+24.4K shares, valued at $1.3M); decreased their positions in YEAR (-6.6K shares, valued at $333.4K), VB (-1.2K shares, valued at $319.0K), IQLT (-5.5K shares, valued at $253.2K); initiated new positions in N/A (+1.2K shares, valued at $236.5K), PAAA (+3.4K shares, valued at $174.6K), TFLR (+1.1K shares, valued at $54.7K).

1M P&L

+4.3M+3.33%

3M P&L

+3.1M+2.40%

HY P&L

+11.2M+9.26%

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/A77.1M

64.7%

2Semiconductors4.8M

4.0%

3Software - Infrastructure3.7M

3.1%

Top Industries by Stock Count

1N/A225 stocks

16.3%

2Banks - Regional61 stocks

4.4%

3Biotechnology46 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO QQQ TR INVESCO QQQ TR18.3K shares4.84%2026-03-312026-04-30

IVV ISHARES TR13.4K shares8.60%2026-03-312026-04-30

AIRR FIRST TR EXCHANGE TRADED FD66.2K shares13.32%2026-03-312026-04-30

SCHG SCHWAB STRATEGIC TR246.5K shares7.37%2026-03-312026-04-30

IQLT ISHARES TR127.8K shares-4.11%2026-03-312026-04-30

GRID FIRST TR EXCHANGE-TRADED FD29.6K shares409.94%2026-03-312026-04-30

PULS PGIM ETF TR87.6K shares57.45%2026-03-312026-04-30

MGV VANGUARD WORLD FD29.6K shares-0.11%2026-03-312026-04-30

Sponsored

SCHD SCHWAB STRATEGIC TR129.1K shares-3.40%2026-03-312026-04-30

JHMM JOHN HANCOCK EXCHANGE TRADED41.9K shares-7.18%2026-03-312026-04-30

NVDA NVIDIA CORPORATION15.8K shares-2.38%2026-03-312026-04-30

IDMO INVESCO EXCH TRADED FD TR II48.2K shares102.48%2026-03-312026-04-30

AMZN AMAZON COM INC10.7K shares-3.72%2026-03-312026-04-30

AAPL APPLE INC8.2K shares-3.75%2026-03-312026-04-30

MSFT MICROSOFT CORP5.6K shares-9.75%2026-03-312026-04-30

SDVY FIRST TR EXCHANGE TRADED FD52.5K shares-5.40%2026-03-312026-04-30

Sponsored

XMHQ INVESCO EXCHANGE TRADED FD T15.5K shares0.61%2026-03-312026-04-30

RDVY FIRST TR EXCHANGE TRADED FD22.6K shares42.22%2026-03-312026-04-30

MTUM ISHARES TR4.6K shares-2.40%2026-03-312026-04-30

ALPHABET INC ALPHABET INC3.8K shares-7.79%2026-03-312026-04-30

VEA VANGUARD TAX-MANAGED FDS16.1K shares-7.94%2026-03-312026-04-30

TSM TAIWAN SEMICONDUCTOR MANUFAC3.0K shares-4.57%2026-03-312026-04-30

VTEB VANGUARD MUN BD FDS19.2K shares0.32%2026-03-312026-04-30

SCHV SCHWAB STRATEGIC TR26.8K shares-5.08%2026-03-312026-04-30

Sponsored

VTV VANGUARD INDEX FDS4.0K shares0.13%2026-03-312026-04-30

ALPHABET INC ALPHABET INC2.5K shares0.76%2026-03-312026-04-30

JNJ JOHNSON & JOHNSON2.9K shares-3.67%2026-03-312026-04-30

META META PLATFORMS INC1.2K shares-15.76%2026-03-312026-04-30

YEAR AB ACTIVE ETFS INC13.9K shares-32.21%2026-03-312026-04-30

VUG VANGUARD INDEX FDS1.6K shares-3.51%2026-03-312026-04-30

BND VANGUARD BD INDEX FDS8.9K shares-6.02%2026-03-312026-04-30

BROADCOM INC BROADCOM INC2.0K shares-7.22%2026-03-312026-04-30

Sponsored

PLTR PALANTIR TECHNOLOGIES INC4.2K shares0.02%2026-03-312026-04-30

SEIQ SEI EXCHANGE TRADED FUNDS16.8K shares-1.06%2026-03-312026-04-30

APP APPLOVIN CORP1.5K shares-13.35%2026-03-312026-04-30

WDC WESTERN DIGITAL CORP2.2K shares-1.80%2026-03-312026-04-30

BIV VANGUARD BD INDEX FDS7.1K shares-0.04%2026-03-312026-04-30

TSLA TESLA INC1.4K shares-2.79%2026-03-312026-04-30

MUB ISHARES TR5.0K shares2.40%2026-03-312026-04-30

NFLX NETFLIX INC.5.4K shares-8.79%2026-03-312026-04-30

Sponsored

RTX RTX CORPORATION2.7K shares-2.48%2026-03-312026-04-30

ORCL ORACLE CORP3.4K shares158.40%2026-03-312026-04-30

IEMG ISHARES INC6.5K shares-0.95%2026-03-312026-04-30

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.3K shares0.00%2026-03-312026-04-30

SUB ISHARES TR3.9K shares-0.26%2026-03-312026-04-30

SPY STATE STR SPDR S&P 500 ETF T625 shares3.48%2026-03-312026-04-30

SCHX SCHWAB STRATEGIC TR14.4K shares-6.35%2026-03-312026-04-30

HYMB SPDR SERIES TRUST14.7K shares-0.19%2026-03-312026-04-30

Sponsored

IEFA ISHARES TR4.0K shares-0.50%2026-03-312026-04-30

SPHY SPDR SERIES TRUST14.7K shares-2.50%2026-03-312026-04-30

CVX CHEVRON CORPORATION1.6K shares-8.65%2026-03-312026-04-30

ACWV ISHARES INC2.8K shares-2.03%2026-03-312026-04-30

V VISA INC1.1K shares-4.72%2026-03-312026-04-30

CSCO CISCO SYS INC4.0K shares-10.21%2026-03-312026-04-30

LLY ELI LILLY & CO317 shares-11.70%2026-03-312026-04-30

XOM EXXON MOBIL CORP1.7K shares-3.60%2026-03-312026-04-30

Sponsored

NBIS NEBIUS GROUP N.V.2.8K shares3.63%2026-03-312026-04-30

JPM JPMORGAN CHASE & CO976 shares-9.21%2026-03-312026-04-30

BAC BANK AMERICA CORP5.7K shares-18.15%2026-03-312026-04-30

IDEV ISHARES TR3.2K shares-1.69%2026-03-312026-04-30

GE AEROSPACE GE AEROSPACE925 shares-3.14%2026-03-312026-04-30

MU MICRON TECHNOLOGY INC759 shares10.16%2026-03-312026-04-30

COST COSTCO WHOLESALE CORPORATION251 shares1.62%2026-03-312026-04-30

MCK MCKESSON CORP286 shares-1.04%2026-03-312026-04-30

Sponsored

WMT WALMART INC2.0K shares-6.49%2026-03-312026-04-30

VWO VANGUARD INTL EQUITY INDEX F4.5K shares-7.87%2026-03-312026-04-30

BNDX VANGUARD CHARLOTTE FDS5.0K shares-3.18%2026-03-312026-04-30

LINDE PLC LINDE PLC486 shares-7.25%2026-03-312026-04-30

GLW CORNING INC1.7K shares22.70%2026-03-312026-04-30

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-04-30

VBK VANGUARD INDEX FDS772 shares-2.28%2026-03-312026-04-30

SCHA SCHWAB STRATEGIC TR7.9K shares-8.40%2026-03-312026-04-30

Sponsored

VBR VANGUARD INDEX FDS1.0K shares-3.23%2026-03-312026-04-30

SCHO SCHWAB STRATEGIC TR9.1K shares-2.78%2026-03-312026-04-30

GEV GE VERNOVA INC240 shares-27.05%2026-03-312026-04-30

VYM VANGUARD WHITEHALL FDS1.4K shares-1.34%2026-03-312026-04-30

CTVA CORTEVA INC2.5K shares-1.63%2026-03-312026-04-30

USMV ISHARES TR2.2K shares-3.76%2026-03-312026-04-30

HYD VANECK ETF TRUST4.0K shares3.24%2026-03-312026-04-30

PM PHILIP MORRIS INTL INC1.2K shares-5.79%2026-03-312026-04-30

Sponsored

IBM INTERNATIONAL BUSINESS MACHS809 shares-8.59%2026-03-312026-04-30

VWOB VANGUARD WHITEHALL FDS3.0K shares-2.37%2026-03-312026-04-30

ASML ASML HLDG NV144 shares-20.88%2026-03-312026-04-30

CITIGROUP INC CITIGROUP INC1.7K shares-9.75%2026-03-312026-04-30

ESGD ISHARES TR2.0K shares0.00%2026-03-312026-04-30

CAH CARDINAL HEALTH INC879 shares18.78%2026-03-312026-04-30

SYFI AB ACTIVE ETFS INC5.2K shares0.00%2026-03-312026-04-30

LMT LOCKHEED MARTIN CORP305 shares-39.36%2026-03-312026-04-30

Sponsored

MA MASTERCARD INCORPORATED368 shares-9.36%2026-03-312026-04-30

VZ VERIZON COMMUNICATIONS INC3.6K shares0.11%2026-03-312026-04-30

AMD ADVANCED MICRO DEVICES INC888 shares-6.43%2026-03-312026-04-30

ISRG INTUITIVE SURGICAL INC389 shares-5.35%2026-03-312026-04-30

SEIV SEI EXCHANGE TRADED FUNDS4.3K shares-14.30%2026-03-312026-04-30

T AT&T INC6.1K shares-5.33%2026-03-312026-04-30

SEIM SEI EXCHANGE TRADED FUNDS3.8K shares-12.23%2026-03-312026-04-30

PAAA PGIM ETF TR3.4K sharesnew addition2026-03-312026-04-30

Sponsored

CAT CATERPILLAR INC242 shares-12.95%2026-03-312026-04-30

CBOE CBOE GLOBAL MKTS INC608 shares-16.83%2026-03-312026-04-30

MERCK & CO INC MERCK & CO INC1.4K shares-6.31%2026-03-312026-04-30

WELL WELLTOWER INC834 shares29.70%2026-03-312026-04-30

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL343 shares-30.28%2026-03-312026-04-30

SE SEA LTD2.0K shares-30.02%2026-03-312026-04-30

TJX TJX COS INC NEW1.0K shares-8.64%2026-03-312026-04-30

JPST J P MORGAN EXCHANGE TRADED F3.1K shares0.16%2026-03-312026-04-30

Sponsored

ILMN ILLUMINA INC1.3K shares37.55%2026-03-312026-04-30

HOOD ROBINHOOD MKTS INC2.3K shares-26.49%2026-03-312026-04-30

EMLC VANECK ETF TRUST6.2K shares-4.26%2026-03-312026-04-30

SCHP SCHWAB STRATEGIC TR5.5K shares-7.71%2026-03-312026-04-30

LOW LOWES COS INC622 shares-4.01%2026-03-312026-04-30

LPLA LPL FINL HLDGS INC477 shares-0.83%2026-03-312026-04-30

PEP PEPSICO INC917 shares-3.78%2026-03-312026-04-30

QXO QXO INC7.3K shares18.54%2026-03-312026-04-30

Sponsored

AJG GALLAGHER ARTHUR J & CO653 shares-7.38%2026-03-312026-04-30

IBN ICICI BANK LIMITED5.4K shares-3.41%2026-03-312026-04-30

IWM ISHARES TR558 shares0.00%2026-03-312026-04-30

BSV VANGUARD BD INDEX FDS1.8K shares0.00%2026-03-312026-04-30

NVS NOVARTIS AG903 shares114.49%2026-03-312026-04-30

BCI ABRDN ETFS5.6K shares20.49%2026-03-312026-04-30

ARKK ARK ETF TR2.0K shares-8.38%2026-03-312026-04-30

CENCORA INC CENCORA INC417 shares-11.65%2026-03-312026-04-30

Sponsored

MBB ISHARES TR1.3K shares-4.55%2026-03-312026-04-30

KO COCA COLA CO1.7K shares-14.38%2026-03-312026-04-30

VCSH VANGUARD SCOTTSDALE FDS1.6K shares-3.02%2026-03-312026-04-30

MS MORGAN STANLEY758 shares-7.33%2026-03-312026-04-30

APH AMPHENOL CORP970 shares-13.24%2026-03-312026-04-30

HD HOME DEPOT INC372 shares-0.27%2026-03-312026-04-30

BSX BOSTON SCIENTIFIC CORP1.9K shares11.85%2026-03-312026-04-30

CHRW C H ROBINSON WORLDWIDE IN720 shares239.62%2026-03-312026-04-30

Sponsored

GILD GILEAD SCIENCES INC841 shares-3.33%2026-03-312026-04-30

MCO MOODYS CORP265 shares0.38%2026-03-312026-04-30

EOG EOG RES INC793 shares35.79%2026-03-312026-04-30

VRTX VERTEX PHARMACEUTICALS INC252 shares2.86%2026-03-312026-04-30

NYT NEW YORK TIMES CO MTN BE1.3K shares-12.87%2026-03-312026-04-30

BMY BRISTOL-MYERS SQUIBB CO1.8K shares4.02%2026-03-312026-04-30

MSI MOTOROLA SOLUTIONS INC255 shares-5.90%2026-03-312026-04-30

VANGUARD INDEX FDS VANGUARD INDEX FDS185 shares-2.63%2026-03-312026-04-30

Sponsored

FEGE RBB FUND TRUST2.3K shares13.04%2026-03-312026-04-30

MO ALTRIA GROUP INC1.7K shares-19.08%2026-03-312026-04-30

NLR VANECK ETF TRUST823 shares311.50%2026-03-312026-04-30

ROST ROSS STORES INC504 shares2.65%2026-03-312026-04-30

BK BANK NEW YORK MELLON CORP917 shares11.29%2026-03-312026-04-30

GS GOLDMAN SACHS GROUP INC127 shares-4.51%2026-03-312026-04-30

INTC INTEL CORP2.4K shares-26.34%2026-03-312026-04-30

USIG ISHARES TR2.1K shares-2.21%2026-03-312026-04-30

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW811 shares-22.32%2026-03-312026-04-30

ADI ANALOG DEVICES INC333 shares-8.26%2026-03-312026-04-30

TLN TALEN ENERGY CORP331 shares-55.09%2026-03-312026-04-30

ISCB ISHARES TR1.6K shares0.00%2026-03-312026-04-30

CB CHUBB LTD SWITZ311 shares-4.89%2026-03-312026-04-30

RACE FERRARI N V296 shares-33.03%2026-03-312026-04-30

COP CONOCOPHILLIPS756 shares-10.74%2026-03-312026-04-30

TMUS T-MOBILE US INC474 shares-31.70%2026-03-312026-04-30

Sponsored

MCD MCDONALDS CORP315 shares-16.89%2026-03-312026-04-30

NFJ VIRTUS DIVIDEND INTEREST & P7.8K shares5.18%2026-03-312026-04-30

TMO THERMO FISHER SCIENTIFIC INC198 shares-4.35%2026-03-312026-04-30

TREX TREX INC2.7K shares0.00%2026-03-312026-04-30

AZO AUTOZONE INC28 shares-9.68%2026-03-312026-04-30

NFG NATIONAL FUEL GAS CO1.0K shares-6.69%2026-03-312026-04-30

RDDT REDDIT INC698 shares-1.41%2026-03-312026-04-30

INCY INCYTE CORP996 shares-5.32%2026-03-312026-04-30

Sponsored

NOC NORTHROP GRUMMAN CORP136 shares0.00%2026-03-312026-04-30

HEI.A HEICO CORP NEW438 shares-14.62%2026-03-312026-04-30

TXN TEXAS INSTRS INC471 shares-0.84%2026-03-312026-04-30

MPC MARATHON PETE CORP371 shares-5.12%2026-03-312026-04-30

RGA REINSURANCE GROUP AMER INC443 shares-1.12%2026-03-312026-04-30

CRWV COREWEAVE INC1.2K shares14.07%2026-03-312026-04-30

INTU INTUIT206 shares-22.85%2026-03-312026-04-30

TRV TRAVELERS COMPANIES INC301 shares-11.47%2026-03-312026-04-30

Sponsored

JCI JOHNSON CONTROLS INTERNATION670 shares-9.21%2026-03-312026-04-30

UNH UNITEDHEALTH GROUP INC322 shares-15.26%2026-03-312026-04-30

ESGE ISHARES INC1.9K shares0.00%2026-03-312026-04-30

BA BOEING CO434 shares-11.61%2026-03-312026-04-30

KR KROGER CO1.2K shares-13.01%2026-03-312026-04-30

UNM UNUM GROUP1.2K shares-13.15%2026-03-312026-04-30

ORLY OREILLY AUTOMOTIVE INC907 shares-17.32%2026-03-312026-04-30

CLIP GLOBAL X FDS832 shares-5.02%2026-03-312026-04-30

Sponsored

CMCSA COMCAST CORP NEW2.9K shares2.28%2026-03-312026-04-30

CDNS CADENCE DESIGN SYSTEM INC296 shares2.42%2026-03-312026-04-30

AOD ABRDN TOTAL DYNAMIC DIVIDEND8.9K shares-1.52%2026-03-312026-04-30

NTRA NATERA INC406 shares8.85%2026-03-312026-04-30

ARISTA NETWORKS INC ARISTA NETWORKS INC649 shares15.28%2026-03-312026-04-30

PFE PFIZER INC2.8K shares-60.08%2026-03-312026-04-30

AMAT APPLIED MATLS INC232 shares-5.69%2026-03-312026-04-30

STT STATE STR CORP625 shares-9.16%2026-03-312026-04-30

Sponsored

EXEL EXELIXIS INC1.8K shares-9.65%2026-03-312026-04-30

EBAY EBAY INC.867 shares-17.35%2026-03-312026-04-30

AMGN AMGEN INC221 shares16.93%2026-03-312026-04-30

SPOT SPOTIFY TECHNOLOGY S A158 shares-45.14%2026-03-312026-04-30

DWM WISDOMTREE TR1.1K shares-1.36%2026-03-312026-04-30

VOYG VOYAGER TECHNOLOGIES INC3.2K shares-4.75%2026-03-312026-04-30

MSTR STRATEGY INC604 shares7.28%2026-03-312026-04-30

WCN WASTE CONNECTIONS INC463 shares-49.62%2026-03-312026-04-30

Sponsored

FLDR FIDELITY MERRIMACK STR TR1.5K shares-54.43%2026-03-312026-04-30

NKE NIKE INC1.4K shares15.14%2026-03-312026-04-30

DHR DANAHER CORP DEL392 shares-5.54%2026-03-312026-04-30

SHOP SHOPIFY INC619 shares-20.64%2026-03-312026-04-30

MEDTRONIC PLC MEDTRONIC PLC845 shares-11.43%2026-03-312026-04-30

PANW PALO ALTO NETWORKS INC456 shares-17.39%2026-03-312026-04-30

CF CF INDUSTRIES HOLD558 shares1.09%2026-03-312026-04-30

HON HONEYWELL INTL INC320 shares38.53%2026-03-312026-04-30

Sponsored

NTAP NETAPP INC706 shares-10.18%2026-03-312026-04-30

WMB WILLIAMS COS INC977 shares-1.01%2026-03-312026-04-30

ROL ROLLINS INC1.3K shares-0.15%2026-03-312026-04-30

HWM HOWMET AEROSPACE INC307 shares-3.15%2026-03-312026-04-30

ALAB ASTERA LABS INC645 shares-31.09%2026-03-312026-04-30

MEDLINE INC MEDLINE INC1.6K shares76.31%2026-03-312026-04-30

WFC WELLS FARGO & CO885 shares1.72%2026-03-312026-04-30

CASY CASEYS GEN STORES INC96 shares-3.03%2026-03-312026-04-30

Sponsored

ABBV ABBVIE INC320 shares-1.84%2026-03-312026-04-30

PG PROCTER & GAMBLE CO479 shares-21.09%2026-03-312026-04-30

AHR AMERICAN HEALTHCARE REIT INC1.5K shares-50.00%2026-03-312026-04-30

CME CME GROUP INC234 shares-1.27%2026-03-312026-04-30

VYMI VANGUARD WHITEHALL FDS730 shares-10.32%2026-03-312026-04-30

EMBJ EMBRAER S.A.1.2K shares2.95%2026-03-312026-04-30

ATI ATI INC467 shares0.00%2026-03-312026-04-30

VIG VANGUARD SPECIALIZED FUNDS315 shares0.32%2026-03-312026-04-30

Sponsored

SHW SHERWIN WILLIAMS CO210 shares-3.67%2026-03-312026-04-30

PH PARKER-HANNIFIN CORP75 shares0.00%2026-03-312026-04-30

VRT VERTIV HOLDINGS CO267 shares-39.86%2026-03-312026-04-30

FOX FOX CORP1.3K shares0.97%2026-03-312026-04-30

SNX TD SYNNEX CORPORATION394 shares-1.75%2026-03-312026-04-30

EBND SPDR SERIES TRUST3.2K shares0.00%2026-03-312026-04-30

WTM WHITE MTNS INS GROUP LTD30 shares-6.25%2026-03-312026-04-30

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II899 shares0.00%2026-03-312026-04-30

Sponsored

DOX AMDOCS LTD993 shares-15.70%2026-03-312026-04-30

JAZZ JAZZ PHARMACEUTICALS PLC340 shares-3.95%2026-03-312026-04-30

HLT HILTON WORLDWIDE HLDGS INC211 shares-0.94%2026-03-312026-04-30

PLD PROLOGIS INC.485 shares-6.55%2026-03-312026-04-30

NEE NEXTERA ENERGY INC689 shares-28.75%2026-03-312026-04-30

AXP AMERICAN EXPRESS CO210 shares-0.94%2026-03-312026-04-30

BWA BORGWARNER INC1.2K shares-7.29%2026-03-312026-04-30

UTHR UNITED THERAPEUTICS CORP DEL107 shares-1.83%2026-03-312026-04-30

Sponsored

KLAC KLA CORP43 shares19.44%2026-03-312026-04-30

NEM NEWMONT CORP584 shares1.74%2026-03-312026-04-30

BTZ BLACKROCK CR ALLOCATION6.2K shares11.86%2026-03-312026-04-30

DGRO ISHARES TR895 shares-54.03%2026-03-312026-04-30

ARGX ARGENX SE86 shares17.81%2026-03-312026-04-30

UPS UNITED PARCEL SVCS INC631 shares-17.73%2026-03-312026-04-30

KEYS KEYSIGHT TECHNOLOGIES INC219 shares16.49%2026-03-312026-04-30

WM WASTE MGMT INC DEL269 shares-26.30%2026-03-312026-04-30

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GPC GENUINE PARTS CO218 shares-9.54%2026-03-312026-04-30

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AWF ALLIANCEBERNSTEIN GLOBAL HIG2.3K shares27.51%2026-03-312026-04-30

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USB US BANCORP440 shares-9.28%2026-03-312026-04-30

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GDV GABELLI DIVID & INCOME TR846 shares-12.87%2026-03-312026-04-30

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JFR NUVEEN FLOATING RATE INCOME2.9K shares-26.57%2026-03-312026-04-30

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KFY KORN FERRY325 shares-7.67%2026-03-312026-04-30

HPE HEWLETT PACKARD ENTERPRISE C859 shares29.76%2026-03-312026-04-30

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HIO WESTERN ASSET HIGH INCOME OP5.6K shares34.40%2026-03-312026-04-30

NXST NEXSTAR MEDIA GROUP INC113 shares-36.87%2026-03-312026-04-30

IWO ISHARES TR65 shares0.00%2026-03-312026-04-30

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IBB ISHARES TR117 shares0.00%2026-03-312026-04-30

SAIC SCIENCE APPLICATIONS INTL CO206 shares2.49%2026-03-312026-04-30

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BP BP PLC405 shares-36.72%2026-03-312026-04-30

NRK NUVEEN NY AMT FREE1.9K shares82.97%2026-03-312026-04-30

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MHD BLACKROCK MUNIHOLDINGS FD IN1.7K shares188.51%2026-03-312026-04-30

SN SHARKNINJA INC179 sharesnew addition2026-03-312026-04-30

ING ING GROEP N.V.721 shares-24.66%2026-03-312026-04-30

TT TRANE TECHNOLOGIES PLC45 shares-58.33%2026-03-312026-04-30

INVESCO QQQ TR

4.84%

Shares18.3K

Event2026-03-31

Filed2026-04-30

IVV

ISHARES TR

8.60%

Shares13.4K

Event2026-03-31

Filed2026-04-30

AIRR

FIRST TR EXCHANGE TRADED FD

13.32%

Shares66.2K

Event2026-03-31

Filed2026-04-30

SCHG

SCHWAB STRATEGIC TR

7.37%

Shares246.5K

Event2026-03-31

Filed2026-04-30

IQLT

ISHARES TR

-4.11%

Shares127.8K

Event2026-03-31

Filed2026-04-30

GRID

FIRST TR EXCHANGE-TRADED FD

409.94%

Shares29.6K

Event2026-03-31

Filed2026-04-30

PULS

PGIM ETF TR

57.45%

Shares87.6K

Event2026-03-31

Filed2026-04-30

MGV

VANGUARD WORLD FD

-0.11%

Shares29.6K

Event2026-03-31

Filed2026-04-30

SCHD

SCHWAB STRATEGIC TR

-3.40%

Shares129.1K

Event2026-03-31

Filed2026-04-30

JHMM

JOHN HANCOCK EXCHANGE TRADED

-7.18%

Shares41.9K

Event2026-03-31

Filed2026-04-30

NVDA

NVIDIA CORPORATION

-2.38%

Shares15.8K

Event2026-03-31

Filed2026-04-30

IDMO

INVESCO EXCH TRADED FD TR II

102.48%

Shares48.2K

Event2026-03-31

Filed2026-04-30

AMZN

AMAZON COM INC

-3.72%

Shares10.7K

Event2026-03-31

Filed2026-04-30

AAPL

APPLE INC

-3.75%

Shares8.2K

Event2026-03-31

Filed2026-04-30

MSFT

MICROSOFT CORP

-9.75%

Shares5.6K

Event2026-03-31

Filed2026-04-30

SDVY

FIRST TR EXCHANGE TRADED FD

-5.40%

Shares52.5K

Event2026-03-31

Filed2026-04-30

XMHQ

INVESCO EXCHANGE TRADED FD T

0.61%

Shares15.5K

Event2026-03-31

Filed2026-04-30

RDVY

FIRST TR EXCHANGE TRADED FD

42.22%

Shares22.6K

Event2026-03-31

Filed2026-04-30

MTUM

ISHARES TR

-2.40%

Shares4.6K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

-7.79%

Shares3.8K

Event2026-03-31

Filed2026-04-30

VEA

VANGUARD TAX-MANAGED FDS

-7.94%

Shares16.1K

Event2026-03-31

Filed2026-04-30

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-4.57%

Shares3.0K

Event2026-03-31

Filed2026-04-30

VTEB

VANGUARD MUN BD FDS

0.32%

Shares19.2K

Event2026-03-31

Filed2026-04-30

SCHV

SCHWAB STRATEGIC TR

-5.08%

Shares26.8K

Event2026-03-31

Filed2026-04-30

VTV

VANGUARD INDEX FDS

0.13%

Shares4.0K

Event2026-03-31

Filed2026-04-30

ALPHABET INC

0.76%

Shares2.5K

Event2026-03-31

Filed2026-04-30

JNJ

JOHNSON & JOHNSON

-3.67%

Shares2.9K

Event2026-03-31

Filed2026-04-30