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The Analysis of XML Financial, LLC's Holdings & P&L

Currently, XML Financial, LLC holds 421 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in GCOR (+372.9K shares, valued at $15.4M), VCIT (+80.9K shares, valued at $6.7M), DGRO (+68.4K shares, valued at $4.8M); decreased their positions in PYLD (-312.4K shares, valued at $8.2M), IJR (-39.8K shares, valued at $5.0M), IWF (-9.2K shares, valued at $3.9M); initiated new positions in GCOR (+372.9K shares, valued at $15.4M), VONV (+44.2K shares, valued at $4.1M), VONG (+36.2K shares, valued at $4.0M).

1M P&L

-51.4M-4.08%

3M P&L

-254.1M-17.36%

HY P&L

-188.6M-13.49%

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/A760.4M

66.2%

2Drug Manufacturers - General33.1M

2.9%

3Consumer Electronics29.2M

2.5%

Top Industries by Stock Count

1N/A169 stocks

43.9%

2Semiconductors9 stocks

2.3%

3Oil & Gas Midstream8 stocks

2.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHG SCHWAB STRATEGIC TR1.6M shares8.62%2026-03-312026-04-16

DGRO ISHARES TR576.0K shares13.47%2026-03-312026-04-16

SCHV SCHWAB STRATEGIC TR1.2M shares7.17%2026-03-312026-04-16

IWF ISHARES TR71.0K shares-11.49%2026-03-312026-04-16

IWB ISHARES TR82.6K shares-1.24%2026-03-312026-04-16

AAPL APPLE INC115.1K shares-0.21%2026-03-312026-04-16

VGT VANGUARD WORLD FD36.4K shares1.10%2026-03-312026-04-16

IVV ISHARES TR36.3K shares3.65%2026-03-312026-04-16

Sponsored

IWR ISHARES TR237.6K shares-2.77%2026-03-312026-04-16

BSV VANGUARD BD INDEX FDS271.6K shares8.22%2026-03-312026-04-16

MSFT MICROSOFT CORP56.1K shares1.62%2026-03-312026-04-16

PTY PIMCO CORPORATE & INCOME OPP1.6M shares-0.35%2026-03-312026-04-16

GLD SPDR GOLD TR42.8K shares6.72%2026-03-312026-04-16

CORP PIMCO ETF TR184.2K shares4.41%2026-03-312026-04-16

CWB SPDR SERIES TRUST186.5K shares-0.84%2026-03-312026-04-16

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL33.8K shares-2.50%2026-03-312026-04-16

Sponsored

GCOR GOLDMAN SACHS ETF TR372.9K sharesnew addition2026-03-312026-04-16

JNJ JOHNSON & JOHNSON62.9K shares-0.79%2026-03-312026-04-16

IYF ISHARES TR113.7K shares0.94%2026-03-312026-04-16

GSLC GOLDMAN SACHS ETF TR102.7K shares4.63%2026-03-312026-04-16

SPTM SPDR SERIES TRUST160.2K shares1.29%2026-03-312026-04-16

COWZ PACER FDS TR202.3K shares4.16%2026-03-312026-04-16

SCHD SCHWAB STRATEGIC TR403.2K shares-4.69%2026-03-312026-04-16

VCIT VANGUARD SCOTTSDALE FDS144.2K shares127.78%2026-03-312026-04-16

Sponsored

NVDA NVIDIA CORPORATION67.0K shares4.46%2026-03-312026-04-16

JPM JPMORGAN CHASE & CO39.7K shares-3.13%2026-03-312026-04-16

AMZN AMAZON COM INC53.8K shares-1.71%2026-03-312026-04-16

SPHD INVESCO EXCH TRADED FD TR II224.7K shares12.34%2026-03-312026-04-16

RNP COHEN & STEERS REIT & PFD &561.1K shares34.54%2026-03-312026-04-16

IWM ISHARES TR43.1K shares2.79%2026-03-312026-04-16

NANR SPDR INDEX SHS FDS126.8K shares2.17%2026-03-312026-04-16

IWP ISHARES TR82.6K shares2.54%2026-03-312026-04-16

Sponsored

FUMB FIRST TR EXCH TRADED FD III526.0K shares10.44%2026-03-312026-04-16

IWD ISHARES TR49.3K shares-25.76%2026-03-312026-04-16

IJR ISHARES TR84.3K shares-32.07%2026-03-312026-04-16

ALPHABET INC ALPHABET INC36.0K shares6.36%2026-03-312026-04-16

CSCO CISCO SYS INC127.8K shares-1.73%2026-03-312026-04-16

IWS ISHARES TR67.8K shares0.19%2026-03-312026-04-16

BAC BANK AMERICA CORP201.9K shares-1.21%2026-03-312026-04-16

RTX RTX CORPORATION50.9K shares-1.36%2026-03-312026-04-16

Sponsored

VYM VANGUARD WHITEHALL FDS62.2K shares2.94%2026-03-312026-04-16

VO VANGUARD INDEX FDS31.2K shares8.85%2026-03-312026-04-16

UCON FIRST TR EXCHNG TRADED FD VI352.8K shares12.64%2026-03-312026-04-16

GPIQ GOLDMAN SACHS ETF TR175.5K shares11.01%2026-03-312026-04-16

IGLD FIRST TR EXCHANGE-TRADED FD309.0K shares8.73%2026-03-312026-04-16

KMI KINDER MORGAN INC DEL233.4K shares-2.40%2026-03-312026-04-16

QCOM QUALCOMM INC60.3K shares-2.41%2026-03-312026-04-16

SPDW SPDR INDEX SHS FDS169.4K shares4.68%2026-03-312026-04-16

Sponsored

XOM EXXON MOBIL CORP44.5K shares-5.44%2026-03-312026-04-16

CVX CHEVRON CORPORATION35.9K shares-15.45%2026-03-312026-04-16

IBM INTERNATIONAL BUSINESS MACHS30.4K shares2.93%2026-03-312026-04-16

MERCK & CO INC MERCK & CO INC61.2K shares-2.89%2026-03-312026-04-16

AMGN AMGEN INC19.3K shares-3.17%2026-03-312026-04-16

INVESCO QQQ TR INVESCO QQQ TR11.5K shares-1.88%2026-03-312026-04-16

ALPHABET INC ALPHABET INC22.8K shares6.40%2026-03-312026-04-16

IWO ISHARES TR20.5K shares-1.14%2026-03-312026-04-16

Sponsored

IWN ISHARES TR32.1K shares-0.33%2026-03-312026-04-16

VZ VERIZON COMMUNICATIONS INC119.4K shares-5.01%2026-03-312026-04-16

T AT&T INC197.9K shares-1.62%2026-03-312026-04-16

DGRS WISDOMTREE TR103.2K shares10.21%2026-03-312026-04-16

VB VANGUARD INDEX FDS20.8K shares1.43%2026-03-312026-04-16

XYLD GLOBAL X FDS138.2K shares14.92%2026-03-312026-04-16

VANGUARD INDEX FDS VANGUARD INDEX FDS9.0K shares-0.98%2026-03-312026-04-16

QDIV GLOBAL X FDS143.7K shares-0.91%2026-03-312026-04-16

Sponsored

SPY STATE STR SPDR S&P 500 ETF T8.1K shares6.51%2026-03-312026-04-16

CEFS EXCHANGE LISTED FDS TR231.8K shares21.14%2026-03-312026-04-16

SUB ISHARES TR47.6K shares4.68%2026-03-312026-04-16

IVW ISHARES TR44.7K shares22.63%2026-03-312026-04-16

AMAT APPLIED MATLS INC14.0K shares-6.25%2026-03-312026-04-16

UNILEVER PLC UNILEVER PLC83.7K shares-6.56%2026-03-312026-04-16

EMR EMERSON ELEC CO35.6K shares-12.25%2026-03-312026-04-16

BROADCOM INC BROADCOM INC14.5K shares5.66%2026-03-312026-04-16

Sponsored

EPD ENTERPRISE PRODS PARTNERS L112.4K shares3.23%2026-03-312026-04-16

LMT LOCKHEED MARTIN CORP7.0K shares-1.88%2026-03-312026-04-16

PFF ISHARES TR137.3K shares5.47%2026-03-312026-04-16

VONV VANGUARD SCOTTSDALE FDS44.2K sharesnew addition2026-03-312026-04-16

KJUL INNOVATOR ETFS TRUST128.2K shares-3.83%2026-03-312026-04-16

VONG VANGUARD SCOTTSDALE FDS36.2K sharesnew addition2026-03-312026-04-16

EFA ISHARES TR40.7K shares-0.78%2026-03-312026-04-16

COST COSTCO WHOLESALE CORPORATION3.7K shares-7.68%2026-03-312026-04-16

Sponsored

CAT CATERPILLAR INC5.2K shares2.28%2026-03-312026-04-16

CMI CUMMINS INC6.4K shares-4.00%2026-03-312026-04-16

CRS CARPENTER TECHNOLOGY CORP8.4K shares-10.63%2026-03-312026-04-16

VTI VANGUARD INDEX FDS10.3K shares41.80%2026-03-312026-04-16

PFE PFIZER INC117.5K shares-8.11%2026-03-312026-04-16

GS GOLDMAN SACHS GROUP INC3.9K shares-12.55%2026-03-312026-04-16

CVS CVS HEALTH CORP45.3K shares-4.05%2026-03-312026-04-16

TFC TRUIST FINL CORP69.3K shares-6.74%2026-03-312026-04-16

Sponsored

WMT WALMART INC25.3K shares-0.42%2026-03-312026-04-16

BMY BRISTOL-MYERS SQUIBB CO51.5K shares-3.75%2026-03-312026-04-16

VTWO VANGUARD SCOTTSDALE FDS30.8K shares1365.75%2026-03-312026-04-16

LHX L3HARRIS TECHNOLOGIES INC8.9K shares-0.95%2026-03-312026-04-16

FDX FEDEX CORP8.3K shares-6.98%2026-03-312026-04-16

VTV VANGUARD INDEX FDS14.6K shares-2.16%2026-03-312026-04-16

MUNI PIMCO ETF TR54.9K shares61.13%2026-03-312026-04-16

UPS UNITED PARCEL SVCS INC28.6K shares-7.31%2026-03-312026-04-16

Sponsored

PSX PHILLIPS 6615.4K shares-5.42%2026-03-312026-04-16

IJH ISHARES TR40.9K shares4.99%2026-03-312026-04-16

USB US BANCORP51.8K shares-0.73%2026-03-312026-04-16

MOAT VANECK ETF TRUST27.7K shares-9.78%2026-03-312026-04-16

NEM NEWMONT CORP24.7K shares-8.23%2026-03-312026-04-16

HD HOME DEPOT INC8.1K shares2.08%2026-03-312026-04-16

OHI OMEGA HEALTHCARE INVS INC58.8K shares-1.59%2026-03-312026-04-16

UNP UNION PAC CORP9.9K shares-1.15%2026-03-312026-04-16

Sponsored

D DOMINION ENERGY INC38.8K shares-1.40%2026-03-312026-04-16

AGG ISHARES TR24.0K shares-62.19%2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T50.7K shares-0.23%2026-03-312026-04-16

ARISTA NETWORKS INC ARISTA NETWORKS INC19.2K shares-0.13%2026-03-312026-04-16

TSM TAIWAN SEMICONDUCTOR MANUFAC6.9K shares9.10%2026-03-312026-04-16

MCD MCDONALDS CORP7.4K shares-0.86%2026-03-312026-04-16

META META PLATFORMS INC3.9K shares10.68%2026-03-312026-04-16

IXUS ISHARES TR26.0K shares4.69%2026-03-312026-04-16

Sponsored

XLK SELECT SECTOR SPDR TR16.8K shares19.87%2026-03-312026-04-16

ABBV ABBVIE INC10.2K shares0.07%2026-03-312026-04-16

GOOD GLADSTONE COMMERCIAL CORP190.9K shares-19.67%2026-03-312026-04-16

ORCL ORACLE CORP14.8K shares1.84%2026-03-312026-04-16

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II29.8K shares3.45%2026-03-312026-04-16

INTC INTEL CORP49.3K shares-9.09%2026-03-312026-04-16

AMD ADVANCED MICRO DEVICES INC10.6K shares-0.06%2026-03-312026-04-16

TSLA TESLA INC5.8K shares0.66%2026-03-312026-04-16

Sponsored

GE AEROSPACE GE AEROSPACE7.5K shares0.16%2026-03-312026-04-16

BLACKSTONE INC BLACKSTONE INC17.8K shares1.38%2026-03-312026-04-16

PEP PEPSICO INC13.1K shares0.40%2026-03-312026-04-16

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.8K shares-8.44%2026-03-312026-04-16

PRU PRUDENTIAL FINL INC20.3K shares-4.84%2026-03-312026-04-16

XSOE WISDOMTREE TR49.2K shares-0.49%2026-03-312026-04-16

BARRICK MNG CORP BARRICK MNG CORP48.2K shares-2.89%2026-03-312026-04-16

TPYP TORTOISE CAPITAL SERIES TRUS45.6K shares-3.38%2026-03-312026-04-16

Sponsored

V VISA INC6.2K shares0.29%2026-03-312026-04-16

PG PROCTER & GAMBLE CO12.8K shares-2.41%2026-03-312026-04-16

ENFR ALPS ETF TR48.1K shares-1.93%2026-03-312026-04-16

KO COCA COLA CO23.7K shares-1.57%2026-03-312026-04-16

WCC WESCO INTL INC6.5K shares-6.20%2026-03-312026-04-16

BA BOEING CO8.7K shares-1.77%2026-03-312026-04-16

JEPI J P MORGAN EXCHANGE TRADED F30.6K shares11.88%2026-03-312026-04-16

ABT ABBOTT LABORATORIES16.8K shares-9.51%2026-03-312026-04-16

Sponsored

ILCG ISHARES TR17.9K shares0.00%2026-03-312026-04-16

LVHD LEGG MASON ETF INVT38.8K shares-13.39%2026-03-312026-04-16

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP41.5K shares0.12%2026-03-312026-04-16

VEA VANGUARD TAX-MANAGED FDS24.8K shares47.80%2026-03-312026-04-16

HON HONEYWELL INTL INC7.0K shares-9.26%2026-03-312026-04-16

MDY STATE STR SPDR S&P MIDCAP 402.6K shares21.08%2026-03-312026-04-16

WPM WHEATON PRECIOUS METALS CORP12.0K shares10.88%2026-03-312026-04-16

CENCORA INC CENCORA INC4.9K shares0.00%2026-03-312026-04-16

Sponsored

VIG VANGUARD SPECIALIZED FUNDS7.1K shares7.94%2026-03-312026-04-16

NAD NUVEEN QUALITY MUNCP INCOME133.1K shares-3.58%2026-03-312026-04-16

AGCO AGCO CORP13.2K shares0.24%2026-03-312026-04-16

PLTR PALANTIR TECHNOLOGIES INC10.4K shares37.96%2026-03-312026-04-16

DVY ISHARES TR10.1K shares9.57%2026-03-312026-04-16

SO SOUTHERN CO15.7K shares-2.19%2026-03-312026-04-16

LYB LYONDELLBASELL INDUSTRIES NV18.7K shares-14.65%2026-03-312026-04-16

NEE NEXTERA ENERGY INC16.2K shares5.42%2026-03-312026-04-16

Sponsored

DHR DANAHER CORP DEL7.9K shares3.17%2026-03-312026-04-16

COWG PACER FDS TR44.3K shares2.94%2026-03-312026-04-16

DIA STATE STR SPDR DOW JONES IND3.2K shares-1.95%2026-03-312026-04-16

LLY ELI LILLY & CO1.6K shares-4.39%2026-03-312026-04-16

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-16

ITM VANECK ETF TRUST30.3K shares14.45%2026-03-312026-04-16

MEDTRONIC PLC MEDTRONIC PLC16.1K shares-11.60%2026-03-312026-04-16

IP INTERNATIONAL PAPER CO37.6K shares-19.02%2026-03-312026-04-16

Sponsored

APH AMPHENOL CORP10.6K shares17.12%2026-03-312026-04-16

DIS DISNEY WALT CO13.8K shares-12.10%2026-03-312026-04-16

GEV GE VERNOVA INC1.5K shares-2.69%2026-03-312026-04-16

MPWR MONOLITHIC PWR SYS INC1.2K shares0.00%2026-03-312026-04-16

RLY SSGA ACTIVE ETF TR36.3K shares30.09%2026-03-312026-04-16

OEF ISHARES TR4.0K shares20.43%2026-03-312026-04-16

DJIA GLOBAL X FDS60.1K shares100.74%2026-03-312026-04-16

JAZZ JAZZ PHARMACEUTICALS PLC6.5K shares2.00%2026-03-312026-04-16

Sponsored

PSA PUBLIC STORAGE OPER CO4.5K shares-26.61%2026-03-312026-04-16

COP CONOCOPHILLIPS9.0K shares-15.43%2026-03-312026-04-16

MAR MARRIOTT INTL INC NEW3.4K shares-20.98%2026-03-312026-04-16

IWV ISHARES TR3.0K shares-9.91%2026-03-312026-04-16

EEM ISHARES TR19.2K shares-6.09%2026-03-312026-04-16

ETFS GOLD TR ETFS GOLD TR24.4K shares11.42%2026-03-312026-04-16

GIS GENERAL MILLS INC28.0K shares0.61%2026-03-312026-04-16

DELL DELL TECHNOLOGIES INC6.3K shares21.93%2026-03-312026-04-16

Sponsored

UTG REAVES UTIL INCOME FD25.9K shares-5.61%2026-03-312026-04-16

CMCSA COMCAST CORP NEW35.3K shares-6.41%2026-03-312026-04-16

TRU TRANSUNION14.6K sharesnew addition2026-03-312026-04-16

UNM UNUM GROUP13.8K shares0.00%2026-03-312026-04-16

VOT VANGUARD INDEX FDS3.8K shares0.34%2026-03-312026-04-16

ITW ILLINOIS TOOL WKS INC3.7K shares-3.70%2026-03-312026-04-16

INCM FRANKLIN TEMPLETON ETF TR33.9K shares13.39%2026-03-312026-04-16

SYK STRYKER CORPORATION2.9K shares-3.83%2026-03-312026-04-16

Sponsored

FDVV FIDELITY COVINGTON TRUST17.4K sharesnew addition2026-03-312026-04-16

IUSG ISHARES TR6.2K shares0.90%2026-03-312026-04-16

GDXJ VANECK ETF TRUST7.9K shares2.63%2026-03-312026-04-16

WM WASTE MGMT INC DEL4.0K shares3.04%2026-03-312026-04-16

CSX CSX CORP22.4K shares-7.10%2026-03-312026-04-16

GM GENERAL MTRS CO12.2K shares-6.92%2026-03-312026-04-16

REGN REGENERON PHARMACEUTICALS1.2K shares7.83%2026-03-312026-04-16

LOW LOWES COS INC3.8K shares-12.16%2026-03-312026-04-16

Sponsored

ENB ENBRIDGE INC16.5K shares0.00%2026-03-312026-04-16

QYLD GLOBAL X FDS51.9K shares3.21%2026-03-312026-04-16

GSK PLC GSK PLC15.7K shares-18.42%2026-03-312026-04-16

SCHX SCHWAB STRATEGIC TR33.8K shares-12.53%2026-03-312026-04-16

NSC NORFOLK SOUTHN CORP3.0K shares2.37%2026-03-312026-04-16

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST43.3K sharesnew addition2026-03-312026-04-16

IGE ISHARES TR13.4K shares2.51%2026-03-312026-04-16

IGIB ISHARES TR15.7K shares274.87%2026-03-312026-04-16

Sponsored

PSK SPDR SERIES TRUST27.0K shares-17.04%2026-03-312026-04-16

EME EMCOR GROUP INC1.1K shares3.11%2026-03-312026-04-16

ESGU ISHARES TR5.9K shares0.00%2026-03-312026-04-16

HWM HOWMET AEROSPACE INC3.6K shares21.88%2026-03-312026-04-16

NVS NOVARTIS AG5.4K shares-2.01%2026-03-312026-04-16

OPEN OPENDOOR TECHNOLOGIES INC175.0K shares0.00%2026-03-312026-04-16

NSA NATIONAL STORAGE AFFILIATES21.6K shares-3.35%2026-03-312026-04-16

MO ALTRIA GROUP INC12.4K shares1.18%2026-03-312026-04-16

Sponsored

VYMI VANGUARD WHITEHALL FDS8.6K shares-0.39%2026-03-312026-04-16

ET ENERGY TRANSFER L P41.6K shares-10.71%2026-03-312026-04-16

MA MASTERCARD INCORPORATED1.5K shares19.41%2026-03-312026-04-16

MMM 3M CO5.2K shares-11.51%2026-03-312026-04-16

PPA INVESCO EXCHANGE TRADED FD T4.4K shares-3.11%2026-03-312026-04-16

BKNG BOOKING HOLDINGS INC174 shares15.23%2026-03-312026-04-16

CELESTICA INC CELESTICA INC2.6K shares4.00%2026-03-312026-04-16

MDLZ MONDELEZ INTL INC12.7K shares-9.38%2026-03-312026-04-16

Sponsored

ITOT ISHARES TR5.1K shares5.59%2026-03-312026-04-16

WFC WELLS FARGO & CO9.1K shares2.77%2026-03-312026-04-16

RF REGIONS FINANCIAL CORP NEW27.7K shares0.00%2026-03-312026-04-16

RWO SPDR INDEX SHS FDS15.7K shares4.12%2026-03-312026-04-16

PTNQ PACER FDS TR9.8K shares-10.19%2026-03-312026-04-16

DOW DOW HLDGS INC16.8K shares-15.31%2026-03-312026-04-16

CRM SALESFORCE INC3.7K shares-6.63%2026-03-312026-04-16

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW5.2K shares-0.53%2026-03-312026-04-16

Sponsored

IUSV ISHARES TR6.6K shares2.82%2026-03-312026-04-16

MU MICRON TECHNOLOGY INC2.0K shares16.17%2026-03-312026-04-16

FDL FIRST TR EXCHANGE-TRADED FD13.0K shares55.56%2026-03-312026-04-16

BAPR INNOVATOR ETFS TRUST13.5K shares25.28%2026-03-312026-04-16

GEHC GE HEALTHCARE TECHNOLOGIES I9.3K shares21.88%2026-03-312026-04-16

PANW PALO ALTO NETWORKS INC4.1K shares27.91%2026-03-312026-04-16

RDVY FIRST TR EXCHANGE TRADED FD9.6K shares-8.73%2026-03-312026-04-16

ORLA ORLA MNG LTD NEW39.3K shares8.26%2026-03-312026-04-16

Sponsored

STZ CONSTELLATION BRANDS INC4.2K shares5.63%2026-03-312026-04-16

ISHARES GOLD TR ISHARES GOLD TR7.2K shares-19.73%2026-03-312026-04-16

AGX ARGAN INC1.2K shares71.11%2026-03-312026-04-16

KMB KIMBERLY-CLARK CORP6.5K shares26.48%2026-03-312026-04-16

LAM RESEARCH CORP LAM RESEARCH CORP2.9K shares33.38%2026-03-312026-04-16

BHP BHP BILLITON LIMITED8.5K shares-1.84%2026-03-312026-04-16

UAL UNITED AIRLS HLDGS INC6.7K shares-11.96%2026-03-312026-04-16

RIO RIO TINTO PLC6.6K shares0.00%2026-03-312026-04-16

Sponsored

IYW ISHARES TR3.4K shares-1.24%2026-03-312026-04-16

CINF CINCINNATI FINL CORP3.7K shares0.54%2026-03-312026-04-16

IBDV ISHARES TR26.2K shares11.67%2026-03-312026-04-16

ROK ROCKWELL AUTOMATION INC1.6K shares0.00%2026-03-312026-04-16

CSL CARLISLE COS INC1.7K shares0.00%2026-03-312026-04-16

RMM RIVERNORTH MANAGED DUR MUN I41.2K shares25.99%2026-03-312026-04-16

VTEB VANGUARD MUN BD FDS11.2K shares41.84%2026-03-312026-04-16

PJUL INNOVATOR ETFS TRUST12.2K shares-16.84%2026-03-312026-04-16

Sponsored

AMRZ AMRIZE LTD9.9K sharesnew addition2026-03-312026-04-16

CLX CLOROX CO DEL5.3K shares-4.50%2026-03-312026-04-16

AEM AGNICO EAGLE MINES LTD2.7K shares17.44%2026-03-312026-04-16

LRGF ISHARES TR8.2K shares19.07%2026-03-312026-04-16

SLV ISHARES SILVER TR7.9K shares27.54%2026-03-312026-04-16

MCK MCKESSON CORP619 shares-1.59%2026-03-312026-04-16

TRGP TARGA RES CORP2.1K shares77.08%2026-03-312026-04-16

COF CAPITAL ONE FINL CORP2.9K shares-22.10%2026-03-312026-04-16

Sponsored

AMT AMERICAN TOWER CORP3.0K shares-4.81%2026-03-312026-04-16

AXP AMERICAN EXPRESS CO1.7K shares-18.90%2026-03-312026-04-16

IBDW ISHARES TR24.6K shares28.74%2026-03-312026-04-16

TMO THERMO FISHER SCIENTIFIC INC1.0K shares-1.88%2026-03-312026-04-16

ASTRAZENECA PLC ASTRAZENECA PLC2.6K sharesnew addition2026-03-312026-04-16

TOWN TOWNEBANK PORTSMOUTH VA15.1K shares0.00%2026-03-312026-04-16

KKR & CO INC KKR & CO INC5.5K shares-14.58%2026-03-312026-04-16

AIVI WISDOMTREE TR9.1K shares-2.47%2026-03-312026-04-16

Sponsored

O REALTY INCOME CORP7.9K shares-6.60%2026-03-312026-04-16

EMO CLEARBRIDGE ENERGY MIDSTREAM9.2K shares8.56%2026-03-312026-04-16

MMD NYLI MACKAY DEFINEDTERM MUNI32.5K shares0.00%2026-03-312026-04-16

GLTR ABRDN PRECIOUS METALS BASKET2.2K shares7.32%2026-03-312026-04-16

OMC OMNICOM GROUP INC6.4K shares0.51%2026-03-312026-04-16

PM PHILIP MORRIS INTL INC2.9K shares2.45%2026-03-312026-04-16

RSG REPUBLIC SVCS INC2.1K shares0.00%2026-03-312026-04-16

TTMI TTM TECHNOLOGIES INC4.8K shares53.08%2026-03-312026-04-16

Sponsored

GDX VANECK ETF TRUST5.1K shares15.27%2026-03-312026-04-16

NVT NVENT ELEC PLC3.9K shares95.97%2026-03-312026-04-16

WMB WILLIAMS COS INC6.4K shares-19.22%2026-03-312026-04-16

IBDX ISHARES TR18.4K shares16.20%2026-03-312026-04-16

TJX TJX COS INC NEW2.9K shares10.83%2026-03-312026-04-16

TXN TEXAS INSTRS INC2.4K shares-14.61%2026-03-312026-04-16

PWR QUANTA SVCS INC840 shares46.09%2026-03-312026-04-16

ARKK ARK ETF TR6.8K shares0.00%2026-03-312026-04-16

Sponsored

MUB ISHARES TR4.3K shares0.05%2026-03-312026-04-16

LITE LUMENTUM HLDGS INC635 shares12.39%2026-03-312026-04-16

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.2K shares-22.82%2026-03-312026-04-16

IESC IES HOLDINGS INC931 shares9.40%2026-03-312026-04-16

VUG VANGUARD INDEX FDS1.0K shares2.46%2026-03-312026-04-16

VTES VANGUARD WELLINGTON FD4.3K shares-22.70%2026-03-312026-04-16

VRT VERTIV HOLDINGS CO1.7K shares25.27%2026-03-312026-04-16

IEFA ISHARES TR4.6K shares-18.04%2026-03-312026-04-16

Sponsored

FIX COMFORT SYS USA INC299 sharesnew addition2026-03-312026-04-16

MTB M & T BK CORP2.0K shares-41.52%2026-03-312026-04-16

BOCT INNOVATOR ETFS TRUST8.5K shares-12.16%2026-03-312026-04-16

SOXX ISHARES TR1.2K shares-9.32%2026-03-312026-04-16

BND VANGUARD BD INDEX FDS5.4K sharesnew addition2026-03-312026-04-16

SPGI S&P GLOBAL INC942 shares19.70%2026-03-312026-04-16

AOR ISHARES TR6.2K shares0.00%2026-03-312026-04-16

IBDU ISHARES TR16.2K shares13.94%2026-03-312026-04-16

Sponsored

RYLD GLOBAL X FDS25.1K shares27.02%2026-03-312026-04-16

UNH UNITEDHEALTH GROUP INC1.4K shares8.78%2026-03-312026-04-16

SHM SPDR SERIES TRUST7.8K shares0.00%2026-03-312026-04-16

DE DEERE & CO664 shares-23.24%2026-03-312026-04-16

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC3.8K shares9.46%2026-03-312026-04-16

CIEN CIENA CORP954 sharesnew addition2026-03-312026-04-16

IAUM ISHARES GOLD TR7.8K shares59.14%2026-03-312026-04-16

TGT TARGET CORP3.0K shares-22.31%2026-03-312026-04-16

Sponsored

CLH CLEAN HARBORS INC1.3K shares0.00%2026-03-312026-04-16

CTRE CARETRUST REIT INC9.9K shares42.39%2026-03-312026-04-16

KGC KINROSS GOLD CORP11.8K shares59.38%2026-03-312026-04-16

MGK VANGUARD WORLD FD983 shares0.10%2026-03-312026-04-16

PREF PRINCIPAL EXCHANGE TRADED FD19.1K shares-0.67%2026-03-312026-04-16

FESM FIDELITY COVINGTON TRUST9.4K shares74.63%2026-03-312026-04-16

UJAN INNOVATOR ETFS TRUST8.3K shares-0.62%2026-03-312026-04-16

IBDZ ISHARES TR13.5K shares55.52%2026-03-312026-04-16

Sponsored

ECL ECOLAB INC1.3K shares-7.00%2026-03-312026-04-16

ADM ARCHER DANIELS MIDLAND CO4.8K shares-1.03%2026-03-312026-04-16

IBDT ISHARES TR13.8K shares9.45%2026-03-312026-04-16

WDC WESTERN DIGITAL CORP1.3K sharesnew addition2026-03-312026-04-16

NVG NUVEEN AMT FREE MUN CR INC F28.0K shares54.11%2026-03-312026-04-16

POCT INNOVATOR ETFS TRUST8.0K shares0.00%2026-03-312026-04-16

IBDY ISHARES TR13.3K shares12.96%2026-03-312026-04-16

CITIGROUP INC CITIGROUP INC3.0K shares-20.93%2026-03-312026-04-16

Sponsored

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.3K shares-0.96%2026-03-312026-04-16

DTM DT MIDSTREAM INC2.5K shares0.00%2026-03-312026-04-16

BFS SAUL CTRS INC10.3K shares-17.88%2026-03-312026-04-16

ARCC ARES CAPITAL CORP18.5K shares1.46%2026-03-312026-04-16

PH PARKER-HANNIFIN CORP371 shares-8.85%2026-03-312026-04-16

RCL ROYAL CARIBBEAN GROUP1.2K shares-16.08%2026-03-312026-04-16

SBUX STARBUCKS CORP3.7K shares-7.36%2026-03-312026-04-16

PCAR PACCAR INC2.9K shares0.00%2026-03-312026-04-16

Sponsored

NFLX NETFLIX INC.3.4K shares-36.46%2026-03-312026-04-16

AEP AMERICAN ELEC PWR CO INC2.5K shares-21.56%2026-03-312026-04-16

PMM PUTNAM MANAGED MUN INCOME TR52.1K shares-22.87%2026-03-312026-04-16

BLACKROCK INC BLACKROCK INC331 shares-37.90%2026-03-312026-04-16

RBC RBC BEARINGS INC580 shares0.00%2026-03-312026-04-16

IMCB ISHARES TR3.7K shares0.00%2026-03-312026-04-16

MINT PIMCO ETF TR3.1K shares-18.44%2026-03-312026-04-16

MSI MOTOROLA SOLUTIONS INC715 shares-0.56%2026-03-312026-04-16

Sponsored

SCD LMP CAP & INCOME FD INC20.5K shares0.00%2026-03-312026-04-16

VXUS VANGUARD STAR FDS4.0K sharesnew addition2026-03-312026-04-16

VNQ VANGUARD INDEX FDS3.4K shares-13.95%2026-03-312026-04-16

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW2.9K shares10.44%2026-03-312026-04-16

EATON CORP PLC EATON CORP PLC845 shares-26.90%2026-03-312026-04-16

ONEY SPDR SERIES TRUST2.5K shares-8.06%2026-03-312026-04-16

IWC ISHARES TR1.8K sharesnew addition2026-03-312026-04-16

DTE DTE ENERGY CO2.0K shares0.00%2026-03-312026-04-16

Sponsored

FCX FREEPORT MCMORAN INC5.0K shares2.16%2026-03-312026-04-16

AGI ALAMOS GOLD INC6.5K sharesnew addition2026-03-312026-04-16

FEIM FREQUENCY ELECTRS INC6.5K shares12.55%2026-03-312026-04-16

SPHB INVESCO EXCH TRADED FD TR II2.5K shares-20.22%2026-03-312026-04-16

OXY OCCIDENTAL PETE CORP4.4K shares-20.60%2026-03-312026-04-16

TYG TORTOISE ENERGY INFRSTRCTR C5.7K shares0.00%2026-03-312026-04-16

LDSF FIRST TR EXCHNG TRADED FD VI15.0K shares0.00%2026-03-312026-04-16

WELL WELLTOWER INC1.4K shares-14.23%2026-03-312026-04-16

Sponsored

GCOW PACER FDS TR6.0K shares3.62%2026-03-312026-04-16

PSH PGIM ETF TR5.6K shares0.45%2026-03-312026-04-16

BBVA BANCO BILBAO VIZCAYA ARGENTA12.6K sharesnew addition2026-03-312026-04-16

WY WEYERHAEUSER CO11.1K sharesnew addition2026-03-312026-04-16

ALL ALLSTATE CORP1.3K shares-1.89%2026-03-312026-04-16

HEI HEICO CORP NEW956 shares-2.55%2026-03-312026-04-16

KLAC KLA CORP178 sharesnew addition2026-03-312026-04-16

KRE SPDR SERIES TRUST4.0K shares-0.57%2026-03-312026-04-16

Sponsored

SIL GLOBAL X FDS2.9K shares16.00%2026-03-312026-04-16

AROC ARCHROCK INC7.5K sharesnew addition2026-03-312026-04-16

FUTU FUTU HLDGS LTD1.9K shares-16.30%2026-03-312026-04-16

JAAA JANUS DETROIT STR TR5.2K shares-1.44%2026-03-312026-04-16

SMH VANECK ETF TRUST675 shares-23.99%2026-03-312026-04-16

ESGD ISHARES TR2.7K shares-16.05%2026-03-312026-04-16

SHEL SHELL PLC2.8K shares-3.11%2026-03-312026-04-16

PPL PPL CORP6.7K shares0.63%2026-03-312026-04-16

Sponsored

LUCD LUCID DIAGNOSTICS INC223.2K shares24.83%2026-03-312026-04-16

CRDO CREDO TECHNOLOGY GROUP HOLDI2.7K shares-23.97%2026-03-312026-04-16

CSQ CALAMOS STRATEGIC TOTAL RETU14.7K shares0.00%2026-03-312026-04-16

VLO VALERO ENERGY CORP1.0K sharesnew addition2026-03-312026-04-16

FCPI FIDELITY COVINGTON TRUST5.1K shares1.80%2026-03-312026-04-16

RPM RPM INTL INC2.5K shares0.00%2026-03-312026-04-16

EMN EASTMAN CHEM CO3.3K shares-4.55%2026-03-312026-04-16

AZO AUTOZONE INC73 shares7.35%2026-03-312026-04-16

Sponsored

MS MORGAN STANLEY1.5K shares-42.09%2026-03-312026-04-16

ENERGY TRANSFER L P ENERGY TRANSFER L P21.1K sharesnew addition2026-03-312026-04-16

ROP ROPER TECHNOLOGIES INC690 shares-2.27%2026-03-312026-04-16

IDU ISHARES TR2.0K sharesnew addition2026-03-312026-04-16

WHR WHIRLPOOL CORP4.3K shares3.20%2026-03-312026-04-16

FYC FIRST TR EXCHANGE-TRADED ALP2.4K shares0.00%2026-03-312026-04-16

OUNZ VANECK MERK GOLD ETF5.1K sharesnew addition2026-03-312026-04-16

GLW CORNING INC1.7K shares-27.88%2026-03-312026-04-16

Sponsored

MPLX MPLX LP4.0K sharesnew addition2026-03-312026-04-16

BK BANK NEW YORK MELLON CORP1.9K shares-7.02%2026-03-312026-04-16

HL HECLA MINING COMPANY12.1K shares7.08%2026-03-312026-04-16

APP APPLOVIN CORP554 shares-20.63%2026-03-312026-04-16

BAH BOOZ ALLEN HAMILTON HLDG COR2.8K sharesnew addition2026-03-312026-04-16

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.1K shares-27.77%2026-03-312026-04-16

MTN VAIL RESORTS INC1.7K shares1.80%2026-03-312026-04-16

EGBN EAGLE BANCORPORATION INC8.7K shares-25.49%2026-03-312026-04-16

Sponsored

SUN SUNOCO LP/SUNOCO FIN CORP3.3K shares-42.39%2026-03-312026-04-16

CEG CONSTELLATION ENERGY CORP759 shares-23.26%2026-03-312026-04-16

EFG ISHARES TR1.9K shares0.00%2026-03-312026-04-16

JEPQ J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2026-03-312026-04-16

ALAI THE ALGER ETF TRUST6.3K sharesnew addition2026-03-312026-04-16

PYLD PIMCO ETF TR7.8K shares-97.55%2026-03-312026-04-16

CW CURTISS WRIGHT CORP300 sharesnew addition2026-03-312026-04-16

IUSB ISHARES TR4.4K shares0.68%2026-03-312026-04-16

Sponsored

SEZL SEZZLE INC3.2K sharesnew addition2026-03-312026-04-16

AFL AFLAC INC1.9K shares-0.27%2026-03-312026-04-16

FMN FEDERATED HERMES PREM MUNI I17.9K shares0.00%2026-03-312026-04-16

KVUE KENVUE INC10.6K shares-23.83%2026-03-312026-04-16

NPKI NPK INTERNATIONAL INC12.5K sharesnew addition2026-03-312026-04-16

KREF KKR REAL ESTATE FIN TR INC28.6K shares-21.07%2026-03-312026-04-16

DNP DNP SELECT INCOME FD INC16.7K shares1.81%2026-03-312026-04-16

RFMZ RIVERNORTH FLEXIBLE MUNI INC13.0K shares0.00%2026-03-312026-04-16

Sponsored

RMI RIVERNORTH OPPORTUNISTIC MUN10.0K shares-4.76%2026-03-312026-04-16

ABCL ABCELLERA BIOLOGICS INC42.0K shares0.00%2026-03-312026-04-16

PSEC PROSPECT CAP CORP52.1K shares-40.14%2026-03-312026-04-16

NMZ NUVEEN MUN HIGH INCOME OPPOR12.7K shares0.00%2026-03-312026-04-16

ONDS ONDAS INC14.5K sharesnew addition2026-03-312026-04-16

F FORD MTR CO11.3K shares-52.55%2026-03-312026-04-16

CHW CALAMOS GBL DYN INCOME FUND17.2K shares0.00%2026-03-312026-04-16

BDJ BLACKROCK ENHANCED EQUITY DI13.8K shares-19.48%2026-03-312026-04-16

Sponsored

IAE VOYA ASIA PAC HIGH DIV EQT I15.6K shares0.00%2026-03-312026-04-16

MFG MIZUHO FINANCIAL GROUP INC12.6K shares0.00%2026-03-312026-04-16

COMP COMPASS INC11.2K shares0.00%2026-03-312026-04-16

MGNX MACROGENICS INC24.8K shares-1.97%2026-03-312026-04-16

IOVA IOVANCE BIOTHERAPEUTICS INC12.5K shares0.00%2026-03-312026-04-16

SCHG

SCHWAB STRATEGIC TR

8.62%

Shares1.6M

Event2026-03-31

Filed2026-04-16

DGRO

ISHARES TR

13.47%

Shares576.0K

Event2026-03-31

Filed2026-04-16

SCHV

SCHWAB STRATEGIC TR

7.17%

Shares1.2M

Event2026-03-31

Filed2026-04-16

IWF

ISHARES TR

-11.49%

Shares71.0K

Event2026-03-31

Filed2026-04-16

IWB

ISHARES TR

-1.24%

Shares82.6K

Event2026-03-31

Filed2026-04-16

AAPL

APPLE INC

-0.21%

Shares115.1K

Event2026-03-31

Filed2026-04-16

VGT

VANGUARD WORLD FD

1.10%

Shares36.4K

Event2026-03-31

Filed2026-04-16

IVV

ISHARES TR

3.65%

Shares36.3K

Event2026-03-31

Filed2026-04-16

IWR

ISHARES TR

-2.77%

Shares237.6K

Event2026-03-31

Filed2026-04-16

BSV

VANGUARD BD INDEX FDS

8.22%

Shares271.6K

Event2026-03-31

Filed2026-04-16

MSFT

MICROSOFT CORP

1.62%

Shares56.1K

Event2026-03-31

Filed2026-04-16

PTY

PIMCO CORPORATE & INCOME OPP

-0.35%

Shares1.6M

Event2026-03-31

Filed2026-04-16

GLD

SPDR GOLD TR

6.72%

Shares42.8K

Event2026-03-31

Filed2026-04-16

CORP

PIMCO ETF TR

4.41%

Shares184.2K

Event2026-03-31

Filed2026-04-16

CWB

SPDR SERIES TRUST

-0.84%

Shares186.5K

Event2026-03-31

Filed2026-04-16

BERKSHIRE HATHAWAY INC DEL

-2.50%

Shares33.8K

Event2026-03-31

Filed2026-04-16

GCOR

GOLDMAN SACHS ETF TR

New

Shares372.9K

Event2026-03-31

Filed2026-04-16

JNJ

JOHNSON & JOHNSON

-0.79%

Shares62.9K

Event2026-03-31

Filed2026-04-16

IYF

ISHARES TR

0.94%

Shares113.7K

Event2026-03-31

Filed2026-04-16

GSLC

GOLDMAN SACHS ETF TR

4.63%

Shares102.7K

Event2026-03-31

Filed2026-04-16

SPTM

SPDR SERIES TRUST

1.29%

Shares160.2K

Event2026-03-31

Filed2026-04-16

COWZ

PACER FDS TR

4.16%

Shares202.3K

Event2026-03-31

Filed2026-04-16

SCHD

SCHWAB STRATEGIC TR

-4.69%

Shares403.2K

Event2026-03-31

Filed2026-04-16

VCIT

VANGUARD SCOTTSDALE FDS

127.78%

Shares144.2K

Event2026-03-31

Filed2026-04-16

NVDA

NVIDIA CORPORATION

4.46%

Shares67.0K

Event2026-03-31

Filed2026-04-16

JPM

JPMORGAN CHASE & CO

-3.13%

Shares39.7K

Event2026-03-31

Filed2026-04-16

AMZN

AMAZON COM INC

-1.71%

Shares53.8K

Event2026-03-31

Filed2026-04-16

SPHD

INVESCO EXCH TRADED FD TR II

12.34%

Shares224.7K

Event2026-03-31

Filed2026-04-16

RNP

COHEN & STEERS REIT & PFD &

34.54%

Shares561.1K

Event2026-03-31

Filed2026-04-16

IWM

ISHARES TR

2.79%

Shares43.1K

Event2026-03-31

Filed2026-04-16

NANR

SPDR INDEX SHS FDS

2.17%

Shares126.8K

Event2026-03-31

Filed2026-04-16

IWP

ISHARES TR

2.54%

Shares82.6K

Event2026-03-31

Filed2026-04-16

FUMB

FIRST TR EXCH TRADED FD III

10.44%

Shares526.0K

Event2026-03-31

Filed2026-04-16

IWD

ISHARES TR

-25.76%

Shares49.3K

Event2026-03-31

Filed2026-04-16

IJR

ISHARES TR

-32.07%

Shares84.3K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

6.36%

Shares36.0K

Event2026-03-31

Filed2026-04-16

CSCO

CISCO SYS INC

-1.73%

Shares127.8K

Event2026-03-31

Filed2026-04-16

IWS

ISHARES TR

0.19%

Shares67.8K

Event2026-03-31

Filed2026-04-16

BAC

BANK AMERICA CORP

-1.21%

Shares201.9K

Event2026-03-31

Filed2026-04-16

RTX

RTX CORPORATION

-1.36%

Shares50.9K

Event2026-03-31

Filed2026-04-16

VYM

VANGUARD WHITEHALL FDS

2.94%

Shares62.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

8.85%

Shares31.2K

Event2026-03-31

Filed2026-04-16

UCON

FIRST TR EXCHNG TRADED FD VI

12.64%

Shares352.8K

Event2026-03-31

Filed2026-04-16

GPIQ

GOLDMAN SACHS ETF TR

11.01%

Shares175.5K

Event2026-03-31

Filed2026-04-16

IGLD

FIRST TR EXCHANGE-TRADED FD

8.73%

Shares309.0K

Event2026-03-31

Filed2026-04-16

KMI

KINDER MORGAN INC DEL

-2.40%

Shares233.4K

Event2026-03-31

Filed2026-04-16

QCOM

QUALCOMM INC

-2.41%

Shares60.3K

Event2026-03-31

Filed2026-04-16

SPDW

SPDR INDEX SHS FDS

4.68%

Shares169.4K

Event2026-03-31

Filed2026-04-16

XOM

EXXON MOBIL CORP

-5.44%

Shares44.5K

Event2026-03-31

Filed2026-04-16

CVX

CHEVRON CORPORATION

-15.45%

Shares35.9K

Event2026-03-31

Filed2026-04-16

IBM

INTERNATIONAL BUSINESS MACHS

2.93%

Shares30.4K

Event2026-03-31

Filed2026-04-16

MERCK & CO INC

-2.89%

Shares61.2K

Event2026-03-31

Filed2026-04-16

AMGN

AMGEN INC

-3.17%

Shares19.3K

Event2026-03-31

Filed2026-04-16

INVESCO QQQ TR

-1.88%

Shares11.5K

Event2026-03-31

Filed2026-04-16

ALPHABET INC

6.40%

Shares22.8K

Event2026-03-31

Filed2026-04-16

IWO

ISHARES TR

-1.14%

Shares20.5K

Event2026-03-31

Filed2026-04-16

IWN

ISHARES TR

-0.33%

Shares32.1K

Event2026-03-31

Filed2026-04-16

VERIZON COMMUNICATIONS INC

-5.01%

Shares119.4K

Event2026-03-31

Filed2026-04-16

AT&T INC

-1.62%

Shares197.9K

Event2026-03-31

Filed2026-04-16

DGRS

WISDOMTREE TR

10.21%

Shares103.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

1.43%

Shares20.8K

Event2026-03-31

Filed2026-04-16

XYLD

GLOBAL X FDS

14.92%

Shares138.2K

Event2026-03-31

Filed2026-04-16

VANGUARD INDEX FDS

-0.98%

Shares9.0K

Event2026-03-31

Filed2026-04-16

QDIV

GLOBAL X FDS

-0.91%

Shares143.7K

Event2026-03-31

Filed2026-04-16

SPY

STATE STR SPDR S&P 500 ETF T

6.51%

Shares8.1K

Event2026-03-31

Filed2026-04-16

CEFS

EXCHANGE LISTED FDS TR

21.14%

Shares231.8K

Event2026-03-31

Filed2026-04-16

SUB

ISHARES TR

4.68%

Shares47.6K

Event2026-03-31

Filed2026-04-16

IVW

ISHARES TR

22.63%

Shares44.7K

Event2026-03-31

Filed2026-04-16

AMAT

APPLIED MATLS INC

-6.25%

Shares14.0K

Event2026-03-31

Filed2026-04-16

UNILEVER PLC

-6.56%

Shares83.7K

Event2026-03-31

Filed2026-04-16

EMR

EMERSON ELEC CO

-12.25%

Shares35.6K

Event2026-03-31

Filed2026-04-16

BROADCOM INC

5.66%

Shares14.5K

Event2026-03-31

Filed2026-04-16

EPD

ENTERPRISE PRODS PARTNERS L

3.23%

Shares112.4K

Event2026-03-31

Filed2026-04-16

LMT

LOCKHEED MARTIN CORP

-1.88%

Shares7.0K

Event2026-03-31

Filed2026-04-16

PFF

ISHARES TR

5.47%

Shares137.3K

Event2026-03-31

Filed2026-04-16

VONV

VANGUARD SCOTTSDALE FDS

New

Shares44.2K

Event2026-03-31

Filed2026-04-16

KJUL

INNOVATOR ETFS TRUST

-3.83%

Shares128.2K

Event2026-03-31

Filed2026-04-16

VONG

VANGUARD SCOTTSDALE FDS

New

Shares36.2K

Event2026-03-31

Filed2026-04-16

EFA

ISHARES TR

-0.78%

Shares40.7K

Event2026-03-31

Filed2026-04-16

COST

COSTCO WHOLESALE CORPORATION

-7.68%

Shares3.7K

Event2026-03-31

Filed2026-04-16

CAT

CATERPILLAR INC

2.28%

Shares5.2K

Event2026-03-31

Filed2026-04-16

CMI

CUMMINS INC

-4.00%

Shares6.4K

Event2026-03-31

Filed2026-04-16

CRS

CARPENTER TECHNOLOGY CORP

-10.63%

Shares8.4K

Event2026-03-31

Filed2026-04-16

VTI

VANGUARD INDEX FDS

41.80%

Shares10.3K

Event2026-03-31

Filed2026-04-16

PFE

PFIZER INC

-8.11%

Shares117.5K

Event2026-03-31

Filed2026-04-16

GOLDMAN SACHS GROUP INC

-12.55%

Shares3.9K

Event2026-03-31

Filed2026-04-16

CVS

CVS HEALTH CORP

-4.05%

Shares45.3K

Event2026-03-31

Filed2026-04-16

TFC

TRUIST FINL CORP

-6.74%

Shares69.3K

Event2026-03-31

Filed2026-04-16

WMT

WALMART INC

-0.42%

Shares25.3K

Event2026-03-31

Filed2026-04-16

BMY

BRISTOL-MYERS SQUIBB CO

-3.75%

Shares51.5K

Event2026-03-31

Filed2026-04-16

VTWO

VANGUARD SCOTTSDALE FDS

1365.75%

Shares30.8K

Event2026-03-31

Filed2026-04-16

LHX

L3HARRIS TECHNOLOGIES INC

-0.95%

Shares8.9K

Event2026-03-31

Filed2026-04-16

FDX

FEDEX CORP

-6.98%

Shares8.3K

Event2026-03-31

Filed2026-04-16

VTV

VANGUARD INDEX FDS

-2.16%

Shares14.6K

Event2026-03-31

Filed2026-04-16

MUNI

PIMCO ETF TR

61.13%

Shares54.9K

Event2026-03-31

Filed2026-04-16

UPS

UNITED PARCEL SVCS INC

-7.31%

Shares28.6K

Event2026-03-31

Filed2026-04-16

PSX

PHILLIPS 66

-5.42%

Shares15.4K

Event2026-03-31

Filed2026-04-16

IJH

ISHARES TR

4.99%

Shares40.9K

Event2026-03-31

Filed2026-04-16

USB

US BANCORP

-0.73%

Shares51.8K

Event2026-03-31

Filed2026-04-16

MOAT

VANECK ETF TRUST

-9.78%

Shares27.7K

Event2026-03-31

Filed2026-04-16

NEM

NEWMONT CORP

-8.23%

Shares24.7K

Event2026-03-31

Filed2026-04-16

HOME DEPOT INC

2.08%

Shares8.1K

Event2026-03-31

Filed2026-04-16

OHI

OMEGA HEALTHCARE INVS INC

-1.59%

Shares58.8K

Event2026-03-31

Filed2026-04-16

UNP

UNION PAC CORP

-1.15%

Shares9.9K

Event2026-03-31

Filed2026-04-16

DOMINION ENERGY INC

-1.40%

Shares38.8K

Event2026-03-31

Filed2026-04-16

AGG

ISHARES TR

-62.19%

Shares24.0K

Event2026-03-31

Filed2026-04-16

INVESCO EXCHANGE TRADED FD T

-0.23%

Shares50.7K

Event2026-03-31

Filed2026-04-16

ARISTA NETWORKS INC

-0.13%

Shares19.2K

Event2026-03-31

Filed2026-04-16

TSM

TAIWAN SEMICONDUCTOR MANUFAC

9.10%

Shares6.9K

Event2026-03-31

Filed2026-04-16

MCD

MCDONALDS CORP

-0.86%

Shares7.4K

Event2026-03-31

Filed2026-04-16