The Analysis of 180 WEALTH ADVISORS, LLC's Holdings & P&L


Currently, 180 WEALTH ADVISORS, LLC holds 472 types of securities in its portfolio with a total value $879.8M. In the most recent quarter, they have increased their positions in MNKD (+1.3M shares, valued at $3.3M), AXON (+6.2K shares, valued at $2.6M), CRWV (+18.0K shares, valued at $1.4M); decreased their positions in GS (-1.3K shares, valued at $1.1M), INTC (-14.4K shares, valued at $636.1K), AXP (-2.1K shares, valued at $635.8K); initiated new positions in N/A (+33.1K shares, valued at $1.2M), UHS (+4.8K shares, valued at $854.0K), MQY (+73.3K shares, valued at $805.0K).


1M P&L
+36.8M+4.59%
3M P&L
+26.7M+3.29%
HY P&L
+74.0M+9.68%

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/A261.2M
33.6%
2Software - Infrastructure70.1M
9.0%
3Semiconductors64.2M
8.3%

Top Industries by Stock Count

1N/A133 stocks
30.4%
2Software - Application16 stocks
3.7%
3Software - Infrastructure16 stocks
3.7%
Stock Holdings
MSFT
MICROSOFT CORP
0.09%
Shares108.1K
Event2026-03-31
Filed2026-05-01
NVDA
NVIDIA CORPORATION
1.54%
Shares195.5K
Event2026-03-31
Filed2026-05-01
AAPL
APPLE INC
-0.21%
Shares99.7K
Event2026-03-31
Filed2026-05-01
AMZN
AMAZON COM INC
5.02%
Shares100.6K
Event2026-03-31
Filed2026-05-01
SLVP
ISHARES INC
-0.71%
Shares528.4K
Event2026-03-31
Filed2026-05-01
BROADCOM INC
BROADCOM INC
-0.62%
Shares58.8K
Event2026-03-31
Filed2026-05-01
ETFS GOLD TR
ETFS GOLD TR
4.77%
Shares316.4K
Event2026-03-31
Filed2026-05-01
RING
ISHARES INC
-0.57%
Shares171.2K
Event2026-03-31
Filed2026-05-01
BCX
BLACKROCK RES & COMMODITIES
7.46%
Shares1.1M
Event2026-03-31
Filed2026-05-01
VWO
VANGUARD INTL EQUITY INDEX F
6.02%
Shares216.0K
Event2026-03-31
Filed2026-05-01
TSLA
TESLA INC
-4.51%
Shares30.6K
Event2026-03-31
Filed2026-05-01
SIVR
ABRDN SILVER ETF TRUST
-5.29%
Shares156.1K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
0.25%
Shares38.8K
Event2026-03-31
Filed2026-05-01
ALPHABET INC
ALPHABET INC
-0.10%
Shares37.7K
Event2026-03-31
Filed2026-05-01
MNKD
MANNKIND CORP
45.04%
Shares4.3M
Event2026-03-31
Filed2026-05-01
GDX
VANECK ETF TRUST
0.35%
Shares111.1K
Event2026-03-31
Filed2026-05-01
META
META PLATFORMS INC
2.34%
Shares16.7K
Event2026-03-31
Filed2026-05-01
VIG
VANGUARD SPECIALIZED FUNDS
1.22%
Shares43.7K
Event2026-03-31
Filed2026-05-01
VYM
VANGUARD WHITEHALL FDS
-1.31%
Shares60.9K
Event2026-03-31
Filed2026-05-01
TSM
TAIWAN SEMICONDUCTOR MANUFAC
-2.66%
Shares25.2K
Event2026-03-31
Filed2026-05-01
WMT
WALMART INC
-1.70%
Shares63.6K
Event2026-03-31
Filed2026-05-01
DFAI
DIMENSIONAL ETF TRUST
9.02%
Shares202.0K
Event2026-03-31
Filed2026-05-01
COST
COSTCO WHOLESALE CORPORATION
-0.74%
Shares7.2K
Event2026-03-31
Filed2026-05-01
TWLO
TWILIO INC
-3.75%
Shares54.0K
Event2026-03-31
Filed2026-05-01
XLE
SELECT SECTOR SPDR TR
7.26%
Shares107.5K
Event2026-03-31
Filed2026-05-01
GRAL
GRAIL INC
10.69%
Shares127.3K
Event2026-03-31
Filed2026-05-01
VIGI
VANGUARD WHITEHALL FDS
27.59%
Shares71.2K
Event2026-03-31
Filed2026-05-01
IOO
ISHARES TR
7.44%
Shares51.6K
Event2026-03-31
Filed2026-05-01
XOM
EXXON MOBIL CORP
-0.57%
Shares35.9K
Event2026-03-31
Filed2026-05-01
LAM RESEARCH CORP
LAM RESEARCH CORP
0.05%
Shares28.5K
Event2026-03-31
Filed2026-05-01
AMGN
AMGEN INC
-1.93%
Shares16.5K
Event2026-03-31
Filed2026-05-01
PATH
UIPATH INC
-1.22%
Shares520.6K
Event2026-03-31
Filed2026-05-01
EFV
ISHARES TR
-1.69%
Shares74.1K
Event2026-03-31
Filed2026-05-01
JPM
JPMORGAN CHASE & CO
0.95%
Shares18.6K
Event2026-03-31
Filed2026-05-01
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
2.49%
Shares11.4K
Event2026-03-31
Filed2026-05-01
IUSV
ISHARES TR
-1.81%
Shares53.2K
Event2026-03-31
Filed2026-05-01
CRWD
CROWDSTRIKE HLDGS INC
-0.09%
Shares13.9K
Event2026-03-31
Filed2026-05-01
MERCK & CO INC
MERCK & CO INC
-0.35%
Shares44.6K
Event2026-03-31
Filed2026-05-01
PNC
PNC FINL SVCS GROUP INC
0.27%
Shares22.6K
Event2026-03-31
Filed2026-05-01
XME
SPDR SERIES TRUST
9.66%
Shares42.6K
Event2026-03-31
Filed2026-05-01
AMAT
APPLIED MATLS INC
-0.51%
Shares13.1K
Event2026-03-31
Filed2026-05-01
VYMI
VANGUARD WHITEHALL FDS
2.19%
Shares46.0K
Event2026-03-31
Filed2026-05-01
AXON
AXON ENTERPRISE INC
155.93%
Shares10.2K
Event2026-03-31
Filed2026-05-01
INTC
INTEL CORP
-12.89%
Shares97.4K
Event2026-03-31
Filed2026-05-01
DFAS
DIMENSIONAL ETF TRUST
4.93%
Shares60.3K
Event2026-03-31
Filed2026-05-01
ILMN
ILLUMINA INC
0.39%
Shares34.6K
Event2026-03-31
Filed2026-05-01
SNOW
SNOWFLAKE INC
6.94%
Shares27.7K
Event2026-03-31
Filed2026-05-01
QCOM
QUALCOMM INC
9.53%
Shares32.2K
Event2026-03-31
Filed2026-05-01
SCHW
SCHWAB CHARLES CORP
0.71%
Shares43.9K
Event2026-03-31
Filed2026-05-01
PL
PLANET LABS PBC
-0.91%
Shares147.0K
Event2026-03-31
Filed2026-05-01
ET
ENERGY TRANSFER L P
1.12%
Shares211.7K
Event2026-03-31
Filed2026-05-01
DFAU
DIMENSIONAL ETF TRUST
1.04%
Shares90.3K
Event2026-03-31
Filed2026-05-01
EATON CORP PLC
EATON CORP PLC
0.54%
Shares11.3K
Event2026-03-31
Filed2026-05-01
TGT
TARGET CORP
1.33%
Shares32.7K
Event2026-03-31
Filed2026-05-01
EMR
EMERSON ELEC CO
2.04%
Shares29.4K
Event2026-03-31
Filed2026-05-01
CVX
CHEVRON CORPORATION
-2.94%
Shares18.4K
Event2026-03-31
Filed2026-05-01
IBM
INTERNATIONAL BUSINESS MACHS
1.22%
Shares15.1K
Event2026-03-31
Filed2026-05-01
FCX
FREEPORT MCMORAN INC
29.68%
Shares62.1K
Event2026-03-31
Filed2026-05-01
PSTG
EVERPURE INC
0.95%
Shares59.8K
Event2026-03-31
Filed2026-05-01
REMX
VANECK ETF TRUST
-1.95%
Shares39.4K
Event2026-03-31
Filed2026-05-01
PLD
PROLOGIS INC.
2.30%
Shares26.2K
Event2026-03-31
Filed2026-05-01
NXPI
NXP SEMICONDUCTORS N V
3.57%
Shares17.6K
Event2026-03-31
Filed2026-05-01
PEP
PEPSICO INC
3.88%
Shares22.2K
Event2026-03-31
Filed2026-05-01
MEDTRONIC PLC
MEDTRONIC PLC
3.14%
Shares39.8K
Event2026-03-31
Filed2026-05-01
V
VISA INC
-1.15%
Shares11.4K
Event2026-03-31
Filed2026-05-01
MCHI
ISHARES TR
9.10%
Shares59.2K
Event2026-03-31
Filed2026-05-01
TDF
TEMPLETON DRAGON FD INC
5.07%
Shares312.7K
Event2026-03-31
Filed2026-05-01
BLACKROCK INC
BLACKROCK INC
-0.69%
Shares3.4K
Event2026-03-31
Filed2026-05-01
SYM
SYMBOTIC INC
3.28%
Shares59.6K
Event2026-03-31
Filed2026-05-01
SBUX
STARBUCKS CORP
-1.94%
Shares35.2K
Event2026-03-31
Filed2026-05-01
ARM
ARM HOLDINGS PLC
5.40%
Shares20.5K
Event2026-03-31
Filed2026-05-01
BA
BOEING CO
0.12%
Shares15.5K
Event2026-03-31
Filed2026-05-01
GEV
GE VERNOVA INC
2.85%
Shares3.5K
Event2026-03-31
Filed2026-05-01
GS
GOLDMAN SACHS GROUP INC
-27.05%
Shares3.6K
Event2026-03-31
Filed2026-05-01
VANGUARD INDEX FDS
VANGUARD INDEX FDS
14.73%
Shares5.1K
Event2026-03-31
Filed2026-05-01
JNJ
JOHNSON & JOHNSON
-5.77%
Shares12.2K
Event2026-03-31
Filed2026-05-01
CAT
CATERPILLAR INC
53.87%
Shares4.2K
Event2026-03-31
Filed2026-05-01
IEFA
ISHARES TR
-0.78%
Shares32.3K
Event2026-03-31
Filed2026-05-01
DFAE
DIMENSIONAL ETF TRUST
1.03%
Shares85.6K
Event2026-03-31
Filed2026-05-01
ILF
ISHARES TR
55.92%
Shares81.5K
Event2026-03-31
Filed2026-05-01
VTI
VANGUARD INDEX FDS
-0.63%
Shares9.0K
Event2026-03-31
Filed2026-05-01
VAL
VALARIS LTD
-10.61%
Shares29.1K
Event2026-03-31
Filed2026-05-01
RTX
RTX CORPORATION
-0.35%
Shares14.4K
Event2026-03-31
Filed2026-05-01
IDV
ISHARES TR
1.91%
Shares62.7K
Event2026-03-31
Filed2026-05-01
LMT
LOCKHEED MARTIN CORP
1.69%
Shares4.4K
Event2026-03-31
Filed2026-05-01
NEM
NEWMONT CORP
3.22%
Shares24.1K
Event2026-03-31
Filed2026-05-01
CRM
SALESFORCE INC
24.58%
Shares13.8K
Event2026-03-31
Filed2026-05-01
VOE
VANGUARD INDEX FDS
-1.03%
Shares14.0K
Event2026-03-31
Filed2026-05-01
CRWV
COREWEAVE INC
123.44%
Shares32.7K
Event2026-03-31
Filed2026-05-01
AMD
ADVANCED MICRO DEVICES INC
52.85%
Shares12.3K
Event2026-03-31
Filed2026-05-01
HQL
ABRDN LIFE SCIENCES INVESTOR
-3.09%
Shares149.6K
Event2026-03-31
Filed2026-05-01
DGRO
ISHARES TR
-10.17%
Shares34.5K
Event2026-03-31
Filed2026-05-01
LLY
ELI LILLY & CO
-7.79%
Shares2.6K
Event2026-03-31
Filed2026-05-01
ORCL
ORACLE CORP
31.01%
Shares16.0K
Event2026-03-31
Filed2026-05-01
AMT
AMERICAN TOWER CORP
2.21%
Shares13.4K
Event2026-03-31
Filed2026-05-01
BSV
VANGUARD BD INDEX FDS
-2.63%
Shares29.3K
Event2026-03-31
Filed2026-05-01
TYG
TORTOISE ENERGY INFRSTRCTR C
-1.34%
Shares45.8K
Event2026-03-31
Filed2026-05-01
FSLY
FASTLY INC
-1.14%
Shares78.3K
Event2026-03-31
Filed2026-05-01
COPX
GLOBAL X FDS
23.44%
Shares29.7K
Event2026-03-31
Filed2026-05-01
LAD
LITHIA MTRS INC
5.59%
Shares8.8K
Event2026-03-31
Filed2026-05-01
VTWO
VANGUARD SCOTTSDALE FDS
0.14%
Shares21.8K
Event2026-03-31
Filed2026-05-01
NFLX
NETFLIX INC.
-16.65%
Shares22.6K
Event2026-03-31
Filed2026-05-01
ROCKET LAB CORP
ROCKET LAB CORP
-2.25%
Shares33.8K
Event2026-03-31
Filed2026-05-01
VT
VANGUARD INTL EQUITY INDEX F
-0.37%
Shares15.5K
Event2026-03-31
Filed2026-05-01
DOW
DOW HLDGS INC
-4.18%
Shares51.3K
Event2026-03-31
Filed2026-05-01
VBR
VANGUARD INDEX FDS
0.75%
Shares9.8K
Event2026-03-31
Filed2026-05-01
CMG
CHIPOTLE MEXICAN GRILL INC
13.70%
Shares66.5K
Event2026-03-31
Filed2026-05-01
ISRG
INTUITIVE SURGICAL INC
5.23%
Shares4.5K
Event2026-03-31
Filed2026-05-01
DES
WISDOMTREE TR
-1.75%
Shares57.1K
Event2026-03-31
Filed2026-05-01
USMV
ISHARES TR
-1.13%
Shares21.9K
Event2026-03-31
Filed2026-05-01
GLW
CORNING INC
2.74%
Shares14.8K
Event2026-03-31
Filed2026-05-01
EPD
ENTERPRISE PRODS PARTNERS L
7.22%
Shares51.9K
Event2026-03-31
Filed2026-05-01
ARISTA NETWORKS INC
ARISTA NETWORKS INC
6.04%
Shares15.9K
Event2026-03-31
Filed2026-05-01
GE AEROSPACE
GE AEROSPACE
3.05%
Shares6.7K
Event2026-03-31
Filed2026-05-01
RIG
TRANSOCEAN LTD
-10.64%
Shares287.3K
Event2026-03-31
Filed2026-05-01
BHP
BHP BILLITON LIMITED
0.48%
Shares26.1K
Event2026-03-31
Filed2026-05-01
URNM
SPROTT FDS TR
1.62%
Shares30.0K
Event2026-03-31
Filed2026-05-01
BALL
BALL CORP
-12.64%
Shares31.6K
Event2026-03-31
Filed2026-05-01
FBTC
FIDELITY WISE ORIGIN BITCOIN
54.84%
Shares31.7K
Event2026-03-31
Filed2026-05-01
APD
AIR PRODUCTS AND CHEMICALS I
-13.54%
Shares6.4K
Event2026-03-31
Filed2026-05-01
NOW
SERVICENOW INC
142.61%
Shares17.8K
Event2026-03-31
Filed2026-05-01
GNTX
GENTEX CORP
5.53%
Shares85.1K
Event2026-03-31
Filed2026-05-01
HD
HOME DEPOT INC
-0.62%
Shares5.5K
Event2026-03-31
Filed2026-05-01
GGZ
GABELLI GLOBAL SMALL & MID C
2.86%
Shares119.8K
Event2026-03-31
Filed2026-05-01
MRNA
MODERNA INC
3.30%
Shares35.1K
Event2026-03-31
Filed2026-05-01
CMCSA
COMCAST CORP NEW
-13.73%
Shares62.1K
Event2026-03-31
Filed2026-05-01
DVYE
ISHARES INC
4.09%
Shares49.7K
Event2026-03-31
Filed2026-05-01
MU
MICRON TECHNOLOGY INC
-1.98%
Shares5.0K
Event2026-03-31
Filed2026-05-01
ASML
ASML HLDG NV
-2.55%
Shares1.3K
Event2026-03-31
Filed2026-05-01
VZ
VERIZON COMMUNICATIONS INC
-7.70%
Shares32.3K
Event2026-03-31
Filed2026-05-01
GDXJ
VANECK ETF TRUST
5.41%
Shares13.4K
Event2026-03-31
Filed2026-05-01
SLB
SLB LIMITED
-0.39%
Shares30.5K
Event2026-03-31
Filed2026-05-01
T
AT&T INC
-0.90%
Shares54.1K
Event2026-03-31
Filed2026-05-01
ALL
ALLSTATE CORP
-0.85%
Shares7.6K
Event2026-03-31
Filed2026-05-01
PLTR
PALANTIR TECHNOLOGIES INC
26.85%
Shares10.5K
Event2026-03-31
Filed2026-05-01
HDV
ISHARES TR
-2.22%
Shares11.2K
Event2026-03-31
Filed2026-05-01
TMUS
T-MOBILE US INC
-1.48%
Shares7.1K
Event2026-03-31
Filed2026-05-01
WY
WEYERHAEUSER CO
1.16%
Shares60.5K
Event2026-03-31
Filed2026-05-01
VB
VANGUARD INDEX FDS
2.11%
Shares5.6K
Event2026-03-31
Filed2026-05-01
EW
EDWARDS LIFESCIENCES CORP
0.62%
Shares17.8K
Event2026-03-31
Filed2026-05-01
PANW
PALO ALTO NETWORKS INC
484.10%
Shares8.7K
Event2026-03-31
Filed2026-05-01
OGN
ORGANON & CO
35.89%
Shares228.0K
Event2026-03-31
Filed2026-05-01
MCK
MCKESSON CORP
7.92%
Shares1.6K
Event2026-03-31
Filed2026-05-01
BKR
BAKER HUGHES COMPANY
1.85%
Shares22.1K
Event2026-03-31
Filed2026-05-01
MP
MP MATERIALS CORP
-0.76%
Shares27.8K
Event2026-03-31
Filed2026-05-01
PWR
QUANTA SVCS INC
8.82%
Shares2.4K
Event2026-03-31
Filed2026-05-01
PFE
PFIZER INC
-0.09%
Shares47.4K
Event2026-03-31
Filed2026-05-01
ZS
ZSCALER INC
20.15%
Shares9.3K
Event2026-03-31
Filed2026-05-01
QS
QUANTUMSCAPE CORP
24.51%
Shares204.4K
Event2026-03-31
Filed2026-05-01
VALE
VALE S A
-0.84%
Shares81.8K
Event2026-03-31
Filed2026-05-01
VUG
VANGUARD INDEX FDS
0.71%
Shares3.0K
Event2026-03-31
Filed2026-05-01
PINS
PINTEREST INC
122.41%
Shares70.6K
Event2026-03-31
Filed2026-05-01
GILD
GILEAD SCIENCES INC
1.67%
Shares9.2K
Event2026-03-31
Filed2026-05-01
ACGL
ARCH CAP GROUP LTD
-3.18%
Shares13.2K
Event2026-03-31
Filed2026-05-01
KWEB
KRANESHARES TRUST
16.33%
Shares44.7K
Event2026-03-31
Filed2026-05-01
CGUS
CAPITAL GROUP CORE EQUITY ET
0.47%
Shares33.0K
Event2026-03-31
Filed2026-05-01
GM
GENERAL MTRS CO
-5.54%
Shares16.9K
Event2026-03-31
Filed2026-05-01
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
42.12%
Shares6.4K
Event2026-03-31
Filed2026-05-01
SILJ
AMPLIFY ETF TR
-3.11%
Shares42.3K
Event2026-03-31
Filed2026-05-01
DVN
DEVON ENERGY CORP NEW
-2.16%
Shares24.7K
Event2026-03-31
Filed2026-05-01
KALU
KAISER ALUMINIUM CORPORATION
-0.18%
Shares10.1K
Event2026-03-31
Filed2026-05-01
QLD
PROSHARES TR
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-01
INVESCO QQQ TR
INVESCO QQQ TR
11.84%
Shares2.1K
Event2026-03-31
Filed2026-05-01
EWBC
EAST WEST BANCORP INC
-1.32%
Shares11.2K
Event2026-03-31
Filed2026-05-01
UNP
UNION PAC CORP
-0.92%
Shares4.9K
Event2026-03-31
Filed2026-05-01
DFAT
DIMENSIONAL ETF TRUST
41.72%
Shares19.2K
Event2026-03-31
Filed2026-05-01
HYCROFT MINING HOLDING CORP
HYCROFT MINING HOLDING CORP
New
Shares33.1K
Event2026-03-31
Filed2026-05-01
BABA
ALIBABA GROUP HLDG LTD
2.46%
Shares9.3K
Event2026-03-31
Filed2026-05-01
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
7.94%
Shares11.6K
Event2026-03-31
Filed2026-05-01
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
13.41%
Shares5.5K
Event2026-03-31
Filed2026-05-01
AEM
AGNICO EAGLE MINES LTD
-2.97%
Shares5.6K
Event2026-03-31
Filed2026-05-01
BAC-PL
BANK AMERICA CORP
0.11%
Shares945
Event2026-03-31
Filed2026-05-01
XBI
SPDR SERIES TRUST
0.20%
Shares8.8K
Event2026-03-31
Filed2026-05-01
SLVR
SPROTT FDS TR
141.43%
Shares18.9K
Event2026-03-31
Filed2026-05-01
TIP
ISHARES TR
-9.39%
Shares10.1K
Event2026-03-31
Filed2026-05-01
WDS
WOODSIDE ENERGY GROUP LTD
0.42%
Shares46.6K
Event2026-03-31
Filed2026-05-01
NVTS
NAVITAS SEMICONDUCTOR CORP
6.52%
Shares126.6K
Event2026-03-31
Filed2026-05-01
GLD
SPDR GOLD TR
3.88%
Shares2.6K
Event2026-03-31
Filed2026-05-01
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-0.99%
Shares3.2K
Event2026-03-31
Filed2026-05-01
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
27.67%
Shares5.5K
Event2026-03-31
Filed2026-05-01
LITE
LUMENTUM HLDGS INC
2.92%
Shares1.6K
Event2026-03-31
Filed2026-05-01
OUSTER INC
OUSTER INC
20.26%
Shares59.1K
Event2026-03-31
Filed2026-05-01
UWMC
UWM HOLDINGS CORPORATION
87.23%
Shares297.8K
Event2026-03-31
Filed2026-05-01
HPE
HEWLETT PACKARD ENTERPRISE C
-4.41%
Shares44.8K
Event2026-03-31
Filed2026-05-01
GDV
GABELLI DIVID & INCOME TR
-5.58%
Shares39.5K
Event2026-03-31
Filed2026-05-01
PG
PROCTER & GAMBLE CO
-1.95%
Shares7.3K
Event2026-03-31
Filed2026-05-01
VOC
VOC ENERGY TR
-2.01%
Shares303.0K
Event2026-03-31
Filed2026-05-01
PSEC
PROSPECT CAP CORP
15.73%
Shares400.5K
Event2026-03-31
Filed2026-05-01
ABBV
ABBVIE INC
45.30%
Shares4.7K
Event2026-03-31
Filed2026-05-01
CSCO
CISCO SYS INC
-1.00%
Shares13.1K
Event2026-03-31
Filed2026-05-01
CGXU
CAPITAL GROUP INTL FOCUS EQT
1.60%
Shares34.4K
Event2026-03-31
Filed2026-05-01
PHYS
SPROTT ASSET MANAGEMENT LP
73.41%
Shares28.4K
Event2026-03-31
Filed2026-05-01
IVV
ISHARES TR
17.80%
Shares1.5K
Event2026-03-31
Filed2026-05-01
RIO
RIO TINTO PLC
0.19%
Shares10.6K
Event2026-03-31
Filed2026-05-01
BMY
BRISTOL-MYERS SQUIBB CO
-1.83%
Shares16.0K
Event2026-03-31
Filed2026-05-01
IGR
CBRE GBL REAL ESTATE INC FD
10.82%
Shares220.4K
Event2026-03-31
Filed2026-05-01
IJR
ISHARES TR
-14.96%
Shares7.8K
Event2026-03-31
Filed2026-05-01
FLS
FLOWSERVE CORP
0.92%
Shares13.1K
Event2026-03-31
Filed2026-05-01
ATO
ATMOS ENERGY CORP
5.76%
Shares5.2K
Event2026-03-31
Filed2026-05-01
WBD
WARNER BROS DISCOVERY INC
-17.36%
Shares34.9K
Event2026-03-31
Filed2026-05-01
KGC
KINROSS GOLD CORP
-2.79%
Shares31.4K
Event2026-03-31
Filed2026-05-01
KLAC
KLA CORP
-1.85%
Shares636
Event2026-03-31
Filed2026-05-01
TRP
TC ENERGY CORP
0.14%
Shares14.9K
Event2026-03-31
Filed2026-05-01
SU
SUNCOR ENERGY INC NEW
-8.86%
Shares13.9K
Event2026-03-31
Filed2026-05-01
CAG
CONAGRA BRANDS INC
20.19%
Shares57.0K
Event2026-03-31
Filed2026-05-01
NOC
NORTHROP GRUMMAN CORP
8.70%
Shares1.3K
Event2026-03-31
Filed2026-05-01
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-01
VAW
VANGUARD WORLD FD
-0.52%
Shares3.8K
Event2026-03-31
Filed2026-05-01
BAC
BANK AMERICA CORP
2.65%
Shares17.6K
Event2026-03-31
Filed2026-05-01
NUE
NUCOR CORP
192.85%
Shares5.1K
Event2026-03-31
Filed2026-05-01
UHS
UNIVERSAL HLTH SVCS INC
New
Shares4.8K
Event2026-03-31
Filed2026-05-01
ETSY
ETSY INC
36.37%
Shares17.0K
Event2026-03-31
Filed2026-05-01
REET
ISHARES TR
-1.17%
Shares33.5K
Event2026-03-31
Filed2026-05-01
SCCO
SOUTHERN COPPER CORP
4.96%
Shares4.8K
Event2026-03-31
Filed2026-05-01
SHEL
SHELL PLC
-1.69%
Shares8.7K
Event2026-03-31
Filed2026-05-01
NVO
NOVO-NORDISK A S
27.22%
Shares22.0K
Event2026-03-31
Filed2026-05-01
MQY
BLACKROCK MUNIYILD QULT FD I
New
Shares73.3K
Event2026-03-31
Filed2026-05-01
LULU
LULULEMON ATHLETICA INC
18.03%
Shares5.3K
Event2026-03-31
Filed2026-05-01
WFC
WELLS FARGO & CO
-2.42%
Shares10.1K
Event2026-03-31
Filed2026-05-01
CGGR
CAPITAL GROUP GROWTH ETF
-4.37%
Shares19.8K
Event2026-03-31
Filed2026-05-01
PVH
PVH CORPORATION
-1.59%
Shares11.2K
Event2026-03-31
Filed2026-05-01
SHOP
SHOPIFY INC
11.25%
Shares6.6K
Event2026-03-31
Filed2026-05-01
TJX
TJX COS INC NEW
0.54%
Shares4.9K
Event2026-03-31
Filed2026-05-01
WELL
WELLTOWER INC
-0.36%
Shares3.9K
Event2026-03-31
Filed2026-05-01
FOXA
FOX CORP
6.76%
Shares12.9K
Event2026-03-31
Filed2026-05-01
CLF
CLEVELAND-CLIFFS INC NEW
19.98%
Shares88.8K
Event2026-03-31
Filed2026-05-01
CCK
CROWN HLDGS INC
6.11%
Shares7.5K
Event2026-03-31
Filed2026-05-01
TDW
TIDEWATER INC NEW
-4.96%
Shares8.9K
Event2026-03-31
Filed2026-05-01
CGGO
CAPITAL GROUP GBL GROWTH EQT
-5.54%
Shares22.3K
Event2026-03-31
Filed2026-05-01
JOE
ST JOE CO
1.25%
Shares11.8K
Event2026-03-31
Filed2026-05-01
ANF
ABERCROMBIE & FITCH CO
-6.12%
Shares8.0K
Event2026-03-31
Filed2026-05-01
MBB
ISHARES TR
1.98%
Shares7.7K
Event2026-03-31
Filed2026-05-01
ELAN
ELANCO ANIMAL HEALTH INC
-0.81%
Shares30.4K
Event2026-03-31
Filed2026-05-01
EOG
EOG RES INC
-0.22%
Shares5.0K
Event2026-03-31
Filed2026-05-01
VTV
VANGUARD INDEX FDS
1.03%
Shares3.6K
Event2026-03-31
Filed2026-05-01
SPY
STATE STR SPDR S&P 500 ETF T
5.42%
Shares1.1K
Event2026-03-31
Filed2026-05-01
MAGX
ROUNDHILL ETF TRUST
-4.97%
Shares16.3K
Event2026-03-31
Filed2026-05-01
MO
ALTRIA GROUP INC
1.23%
Shares10.5K
Event2026-03-31
Filed2026-05-01
IT
GARTNER INC
New
Shares4.3K
Event2026-03-31
Filed2026-05-01
HUM
HUMANA INC
179.07%
Shares3.9K
Event2026-03-31
Filed2026-05-01
VXUS
VANGUARD STAR FDS
12.58%
Shares8.8K
Event2026-03-31
Filed2026-05-01
CPNG
COUPANG INC
20.64%
Shares35.6K
Event2026-03-31
Filed2026-05-01
TRMB
TRIMBLE INC
-1.70%
Shares10.1K
Event2026-03-31
Filed2026-05-01
AI
C3 AI INC
141.11%
Shares78.2K
Event2026-03-31
Filed2026-05-01
SHY
ISHARES TR
24.84%
Shares7.9K
Event2026-03-31
Filed2026-05-01
INCY
INCYTE CORP
1.96%
Shares6.9K
Event2026-03-31
Filed2026-05-01
AXP
AMERICAN EXPRESS CO
-49.58%
Shares2.1K
Event2026-03-31
Filed2026-05-01
GIS
GENERAL MILLS INC
44.09%
Shares17.2K
Event2026-03-31
Filed2026-05-01
OMC
OMNICOM GROUP INC
100.79%
Shares8.4K
Event2026-03-31
Filed2026-05-01
BARRICK MNG CORP
BARRICK MNG CORP
-1.28%
Shares15.4K
Event2026-03-31
Filed2026-05-01
JD
JD.COM INC
11.69%
Shares21.1K
Event2026-03-31
Filed2026-05-01
KO
COCA COLA CO
-1.49%
Shares8.2K
Event2026-03-31
Filed2026-05-01
SGDM
SPROTT ETF TRUST
86.95%
Shares8.1K
Event2026-03-31
Filed2026-05-01
ALLE
ALLEGION PLC
71.46%
Shares4.2K
Event2026-03-31
Filed2026-05-01
XLK
SELECT SECTOR SPDR TR
0.66%
Shares4.6K
Event2026-03-31
Filed2026-05-01
FANG
DIAMONDBACK ENERGY INC
12.59%
Shares3.1K
Event2026-03-31
Filed2026-05-01
APOLLO GLOBAL MGMT INC
APOLLO GLOBAL MGMT INC
57.13%
Shares5.4K
Event2026-03-31
Filed2026-05-01
UBER
UBER TECHNOLOGIES INC
6.28%
Shares8.4K
Event2026-03-31
Filed2026-05-01
WMB
WILLIAMS COS INC
0.10%
Shares8.0K
Event2026-03-31
Filed2026-05-01
PH
PARKER-HANNIFIN CORP
0.00%
Shares652
Event2026-03-31
Filed2026-05-01
IFRA
ISHARES TR
17.44%
Shares10.1K
Event2026-03-31
Filed2026-05-01
ATR
APTARGROUP INC
100.92%
Shares4.6K
Event2026-03-31
Filed2026-05-01
PYPL
PAYPAL HLDGS INC
43.80%
Shares12.6K
Event2026-03-31
Filed2026-05-01
DECK
DECKERS OUTDOOR CORP
New
Shares5.7K
Event2026-03-31
Filed2026-05-01
VSS
VANGUARD INTL EQUITY INDEX F
2.79%
Shares3.9K
Event2026-03-31
Filed2026-05-01
FDX
FEDEX CORP
-0.26%
Shares1.6K
Event2026-03-31
Filed2026-05-01
ADBE
ADOBE INC
6.35%
Shares2.3K
Event2026-03-31
Filed2026-05-01
HON
HONEYWELL INTL INC
0.71%
Shares2.4K
Event2026-03-31
Filed2026-05-01
NUGT
DIREXION SHARES ETF TRUST
-14.16%
Shares2.9K
Event2026-03-31
Filed2026-05-01
DFAC
DIMENSIONAL ETF TRUST
40.03%
Shares13.8K
Event2026-03-31
Filed2026-05-01
MPC
MARATHON PETE CORP
0.00%
Shares2.2K
Event2026-03-31
Filed2026-05-01
SLV
ISHARES SILVER TR
-8.30%
Shares7.8K
Event2026-03-31
Filed2026-05-01
MA
MASTERCARD INCORPORATED
-7.78%
Shares1.1K
Event2026-03-31
Filed2026-05-01
MCD
MCDONALDS CORP
-0.24%
Shares1.7K
Event2026-03-31
Filed2026-05-01
RXRX
RECURSION PHARMACEUTICALS IN
82.06%
Shares169.7K
Event2026-03-31
Filed2026-05-01
IJH
ISHARES TR
-24.80%
Shares7.7K
Event2026-03-31
Filed2026-05-01
KMI
KINDER MORGAN INC DEL
0.64%
Shares15.4K
Event2026-03-31
Filed2026-05-01
XYZ
BLOCK INC
0.18%
Shares8.6K
Event2026-03-31
Filed2026-05-01
TXT
TEXTRON INC
88.72%
Shares5.9K
Event2026-03-31
Filed2026-05-01
TOTALENERGIES SE
TOTALENERGIES SE
New
Shares5.5K
Event2026-03-31
Filed2026-05-01
COP
CONOCOPHILLIPS
-0.95%
Shares3.8K
Event2026-03-31
Filed2026-05-01
UNH
UNITEDHEALTH GROUP INC
43.53%
Shares1.8K
Event2026-03-31
Filed2026-05-01
DVY
ISHARES TR
0.03%
Shares3.3K
Event2026-03-31
Filed2026-05-01
EEM
ISHARES TR
-0.29%
Shares8.6K
Event2026-03-31
Filed2026-05-01
EWX
SPDR INDEX SHS FDS
4.89%
Shares7.4K
Event2026-03-31
Filed2026-05-01
MASI
MASIMO CORP
2.48%
Shares2.7K
Event2026-03-31
Filed2026-05-01
NIO
NIO INC
-2.45%
Shares80.0K
Event2026-03-31
Filed2026-05-01
ED
CONSOLIDATED EDISON INC
-0.73%
Shares4.2K
Event2026-03-31
Filed2026-05-01
LNC
LINCOLN NATL CORP IND
0.30%
Shares13.2K
Event2026-03-31
Filed2026-05-01
DOCN
DIGITALOCEAN HLDGS INC
-11.45%
Shares5.4K
Event2026-03-31
Filed2026-05-01
SWKS
SKYWORKS SOLUTIONS INC
9.45%
Shares8.6K
Event2026-03-31
Filed2026-05-01
JOBY
JOBY AVIATION INC
194.10%
Shares55.3K
Event2026-03-31
Filed2026-05-01
NTNX
NUTANIX INC
11.69%
Shares12.0K
Event2026-03-31
Filed2026-05-01
CTRA
COTERRA ENERGY INC
-0.39%
Shares12.7K
Event2026-03-31
Filed2026-05-01
IGLD
FIRST TR EXCHANGE-TRADED FD
7.96%
Shares17.3K
Event2026-03-31
Filed2026-05-01
FDVV
FIDELITY COVINGTON TRUST
-0.38%
Shares7.9K
Event2026-03-31
Filed2026-05-01
VO
VANGUARD INDEX FDS
-1.37%
Shares1.5K
Event2026-03-31
Filed2026-05-01
THC
TENET HEALTHCARE CORP
-5.60%
Shares2.3K
Event2026-03-31
Filed2026-05-01
LNG
CHENIERE ENERGY INC
-6.37%
Shares1.5K
Event2026-03-31
Filed2026-05-01
SYF
SYNCHRONY FINANCIAL
0.24%
Shares6.3K
Event2026-03-31
Filed2026-05-01
DELL
DELL TECHNOLOGIES INC
26.34%
Shares2.6K
Event2026-03-31
Filed2026-05-01
PSLV
SPROTT ASSET MANAGEMENT LP
21.99%
Shares17.4K
Event2026-03-31
Filed2026-05-01
DGRE
WISDOMTREE TR
1.11%
Shares12.8K
Event2026-03-31
Filed2026-05-01
DIS
DISNEY WALT CO
-3.15%
Shares4.3K
Event2026-03-31
Filed2026-05-01
MMM
3M CO
13.69%
Shares2.9K
Event2026-03-31
Filed2026-05-01
LOW
LOWES COS INC
-6.21%
Shares1.8K
Event2026-03-31
Filed2026-05-01
TMO
THERMO FISHER SCIENTIFIC INC
-0.24%
Shares826
Event2026-03-31
Filed2026-05-01
BSX
BOSTON SCIENTIFIC CORP
3.57%
Shares6.5K
Event2026-03-31
Filed2026-05-01
IWM
ISHARES TR
1.96%
Shares1.6K
Event2026-03-31
Filed2026-05-01
LEO
BNY MELLON STRATEGIC MUNS IN
-1.09%
Shares63.2K
Event2026-03-31
Filed2026-05-01
TSBK
TIMBERLAND BANCORP INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-01
NICE
NICE LTD
15.38%
Shares3.6K
Event2026-03-31
Filed2026-05-01
IBKR
INTERACTIVE BROKERS GROUP IN
-11.93%
Shares5.8K
Event2026-03-31
Filed2026-05-01
PAVE
GLOBAL X FDS
51.50%
Shares7.7K
Event2026-03-31
Filed2026-05-01
IVW
ISHARES TR
16.59%
Shares3.4K
Event2026-03-31
Filed2026-05-01
BP
BP PLC
-5.13%
Shares8.1K
Event2026-03-31
Filed2026-05-01
IEMG
ISHARES INC
-6.18%
Shares5.4K
Event2026-03-31
Filed2026-05-01
O
REALTY INCOME CORP
5.72%
Shares6.2K
Event2026-03-31
Filed2026-05-01
ETG
EATON VANCE TX ADV GLBL DIV
-1.11%
Shares18.8K
Event2026-03-31
Filed2026-05-01
KD
KYNDRYL HLDGS INC
78.52%
Shares28.8K
Event2026-03-31
Filed2026-05-01
HRL
HORMEL FOODS CORP
15.20%
Shares16.7K
Event2026-03-31
Filed2026-05-01
LINDE PLC
LINDE PLC
0.41%
Shares740
Event2026-03-31
Filed2026-05-01
AVXL
ANAVEX LIFE SCIENCES CORP
1.78%
Shares119.5K
Event2026-03-31
Filed2026-05-01
HSBC
HSBC HLDGS PLC
-5.42%
Shares4.4K
Event2026-03-31
Filed2026-05-01
CPRT
COPART INC
23.87%
Shares11.0K
Event2026-03-31
Filed2026-05-01
NVDL
GRANITESHARES ETF TR
35.09%
Shares5.0K
Event2026-03-31
Filed2026-05-01
XIFR
XPLR INFRASTRUCTURE LP
2.30%
Shares33.6K
Event2026-03-31
Filed2026-05-01
TD
TORONTO DOMINION BK ONT
-6.18%
Shares3.8K
Event2026-03-31
Filed2026-05-01
CRSP
CRISPR THERAPEUTICS AG
1.39%
Shares7.4K
Event2026-03-31
Filed2026-05-01
DE
DEERE & CO
-2.04%
Shares625
Event2026-03-31
Filed2026-05-01
HCA
HCA HEALTHCARE INC
-4.87%
Shares742
Event2026-03-31
Filed2026-05-01
LHX
L3HARRIS TECHNOLOGIES INC
1.00%
Shares1.0K
Event2026-03-31
Filed2026-05-01
SPG
SIMON PPTY GROUP INC NEW
-0.11%
Shares1.9K
Event2026-03-31
Filed2026-05-01
ESLT
ELBIT SYS LTD
-1.71%
Shares403
Event2026-03-31
Filed2026-05-01
U
UNITY SOFTWARE INC
48.50%
Shares15.5K
Event2026-03-31
Filed2026-05-01
IVE
ISHARES TR
32.59%
Shares1.6K
Event2026-03-31
Filed2026-05-01
MET
METLIFE INC
-2.99%
Shares4.8K
Event2026-03-31
Filed2026-05-01
TXN
TEXAS INSTRS INC
-0.34%
Shares1.7K
Event2026-03-31
Filed2026-05-01
NET
CLOUDFLARE INC
1.80%
Shares1.6K
Event2026-03-31
Filed2026-05-01
GRID
FIRST TR EXCHANGE-TRADED FD
28.13%
Shares2.1K
Event2026-03-31
Filed2026-05-01
DRI
DARDEN RESTAURANTS INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-01
ITOT
ISHARES TR
-0.09%
Shares2.3K
Event2026-03-31
Filed2026-05-01
QRVO
QORVO INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-01
CGDV
CAPITAL GROUP DIVIDEND VALUE
-1.27%
Shares7.8K
Event2026-03-31
Filed2026-05-01
DFUS
DIMENSIONAL ETF TRUST
New
Shares4.6K
Event2026-03-31
Filed2026-05-01
XLI
SELECT SECTOR SPDR TR
3.77%
Shares2.0K
Event2026-03-31
Filed2026-05-01
HAS
HASBRO INC
New
Shares3.5K
Event2026-03-31
Filed2026-05-01
APH
AMPHENOL CORP
-3.85%
Shares2.6K
Event2026-03-31
Filed2026-05-01
MUFG
MITSUBISHI UFJ FINANCIAL GRO
-0.52%
Shares19.2K
Event2026-03-31
Filed2026-05-01
VGT
VANGUARD WORLD FD
1.09%
Shares463
Event2026-03-31
Filed2026-05-01
SPOT
SPOTIFY TECHNOLOGY S A
-7.63%
Shares654
Event2026-03-31
Filed2026-05-01
CNQ
CANADIAN NAT RES LTD MED TER
-5.16%
Shares6.5K
Event2026-03-31
Filed2026-05-01
NVS
NOVARTIS AG
-5.98%
Shares2.0K
Event2026-03-31
Filed2026-05-01
NUKZ
EXCHANGE TRADED CONCEPTS TRU
7.85%
Shares4.7K
Event2026-03-31
Filed2026-05-01
NATIONAL GRID PLC
NATIONAL GRID PLC
-1.35%
Shares3.7K
Event2026-03-31
Filed2026-05-01
EXPD
EXPEDITORS INTL WASH INC
-0.37%
Shares2.1K
Event2026-03-31
Filed2026-05-01
MGK
VANGUARD WORLD FD
0.00%
Shares831
Event2026-03-31
Filed2026-05-01
KMB
KIMBERLY-CLARK CORP
-4.87%
Shares3.1K
Event2026-03-31
Filed2026-05-01
TNDM
TANDEM DIABETES CARE INC
17.26%
Shares15.8K
Event2026-03-31
Filed2026-05-01
IUSB
ISHARES TR
7.65%
Shares6.5K
Event2026-03-31
Filed2026-05-01
VCIT
VANGUARD SCOTTSDALE FDS
-10.60%
Shares3.6K
Event2026-03-31
Filed2026-05-01
F
FORD MTR CO
-18.75%
Shares25.9K
Event2026-03-31
Filed2026-05-01
ZTS
ZOETIS INC
0.56%
Shares2.5K
Event2026-03-31
Filed2026-05-01
BMBL
BUMBLE INC
35.63%
Shares89.2K
Event2026-03-31
Filed2026-05-01
TSLL
DIREXION SHARES ETF TRUST
20.06%
Shares23.9K
Event2026-03-31
Filed2026-05-01
PGR
PROGRESSIVE CORP
-8.51%
Shares1.5K
Event2026-03-31
Filed2026-05-01
ESTC
ELASTIC N V
30.82%
Shares5.8K
Event2026-03-31
Filed2026-05-01
HMC
HONDA MOTOR CO LTD
-7.49%
Shares11.8K
Event2026-03-31
Filed2026-05-01
EIX
EDISON INTL
15.51%
Shares3.9K
Event2026-03-31
Filed2026-05-01
DAL
DELTA AIR LINES INC
-2.09%
Shares4.3K
Event2026-03-31
Filed2026-05-01
S
SENTINELONE INC
20.56%
Shares22.0K
Event2026-03-31
Filed2026-05-01
EWJ
ISHARES INC
-12.45%
Shares3.3K
Event2026-03-31
Filed2026-05-01
SIL
GLOBAL X FDS
-19.89%
Shares3.1K
Event2026-03-31
Filed2026-05-01
AER
AERCAP HOLDINGS NV
-5.09%
Shares2.0K
Event2026-03-31
Filed2026-05-01
XLV
SELECT SECTOR SPDR TR
-10.39%
Shares1.9K
Event2026-03-31
Filed2026-05-01
VUSB
VANGUARD BD INDEX FDS
New
Shares5.5K
Event2026-03-31
Filed2026-05-01
WFRD
WEATHERFORD INTL PLC
-9.41%
Shares2.9K
Event2026-03-31
Filed2026-05-01
PNW
PINNACLE WEST CAP CORP
16.08%
Shares2.7K
Event2026-03-31
Filed2026-05-01
CHWY
CHEWY INC
8.43%
Shares10.0K
Event2026-03-31
Filed2026-05-01
URI
UNITED RENTALS INC
-0.27%
Shares368
Event2026-03-31
Filed2026-05-01
DFIS
DIMENSIONAL ETF TRUST
New
Shares7.9K
Event2026-03-31
Filed2026-05-01
ADP
AUTOMATIC DATA PROCESSING IN
0.38%
Shares1.3K
Event2026-03-31
Filed2026-05-01
PFF
ISHARES TR
0.00%
Shares8.7K
Event2026-03-31
Filed2026-05-01
MOS
MOSAIC CO
-23.15%
Shares10.2K
Event2026-03-31
Filed2026-05-01
RRC
RANGE RES CORP
-2.19%
Shares5.8K
Event2026-03-31
Filed2026-05-01
TM
TOYOTA MOTOR CORP
-13.08%
Shares1.3K
Event2026-03-31
Filed2026-05-01
NEE
NEXTERA ENERGY INC
2.05%
Shares2.8K
Event2026-03-31
Filed2026-05-01
EFAV
ISHARES TR
0.00%
Shares2.8K
Event2026-03-31
Filed2026-05-01
TSN
TYSON FOODS INC
0.75%
Shares4.0K
Event2026-03-31
Filed2026-05-01
SPGI
S&P GLOBAL INC
-2.42%
Shares606
Event2026-03-31
Filed2026-05-01
TIDAL TRUST II
TIDAL TRUST II
New
Shares12.1K
Event2026-03-31
Filed2026-05-01
VRTX
VERTEX PHARMACEUTICALS INC
0.00%
Shares575
Event2026-03-31
Filed2026-05-01
MDB
MONGODB INC
47.33%
Shares1.0K
Event2026-03-31
Filed2026-05-01
CITIGROUP INC
CITIGROUP INC
-3.74%
Shares2.3K
Event2026-03-31
Filed2026-05-01
EDC
DIREXION SHARES ETF TRUST
-10.33%
Shares4.6K
Event2026-03-31
Filed2026-05-01
XEL
XCEL ENERGY INC
0.13%
Shares3.2K
Event2026-03-31
Filed2026-05-01
NTR
NUTRIEN LTD
-1.92%
Shares3.4K
Event2026-03-31
Filed2026-05-01
VTES
VANGUARD WELLINGTON FD
New
Shares2.5K
Event2026-03-31
Filed2026-05-01
RACE
FERRARI N V
-10.70%
Shares743
Event2026-03-31
Filed2026-05-01
TEVA
TEVA PHARMACEUTICAL INDS LTD
0.00%
Shares8.3K
Event2026-03-31
Filed2026-05-01
CCL
CARNIVAL CORP
24.61%
Shares9.6K
Event2026-03-31
Filed2026-05-01
IWD
ISHARES TR
-1.02%
Shares1.2K
Event2026-03-31
Filed2026-05-01
MSTR
STRATEGY INC
-8.40%
Shares2.0K
Event2026-03-31
Filed2026-05-01
OLN
OLIN CORP
New
Shares8.3K
Event2026-03-31
Filed2026-05-01
PFG
PRINCIPAL FINANCIAL GROUP IN
-3.22%
Shares2.7K
Event2026-03-31
Filed2026-05-01
DLR
DIGITAL RLTY TR INC
-2.71%
Shares1.4K
Event2026-03-31
Filed2026-05-01
AMRK
GOLD COM INC
-47.58%
Shares6.1K
Event2026-03-31
Filed2026-05-01
JCI
JOHNSON CONTROLS INTERNATION
-2.76%
Shares1.9K
Event2026-03-31
Filed2026-05-01
GOAU
ETF SER SOLUTIONS
-1.26%
Shares5.5K
Event2026-03-31
Filed2026-05-01
WDAY
WORKDAY INC
61.11%
Shares1.9K
Event2026-03-31
Filed2026-05-01
PEG
PUBLIC SVC ENTERPRISE GROUP
-0.64%
Shares3.0K
Event2026-03-31
Filed2026-05-01
CSX
CSX CORP
-1.29%
Shares5.8K
Event2026-03-31
Filed2026-05-01
ECL
ECOLAB INC
16.80%
Shares897
Event2026-03-31
Filed2026-05-01
AVAV
AEROVIRONMENT INC
New
Shares1.3K
Event2026-03-31
Filed2026-05-01
MS
MORGAN STANLEY
-2.79%
Shares1.4K
Event2026-03-31
Filed2026-05-01
IP
INTERNATIONAL PAPER CO
13.48%
Shares6.6K
Event2026-03-31
Filed2026-05-01
SANM
SANMINA CORP
7.23%
Shares1.8K
Event2026-03-31
Filed2026-05-01
APA CORPORATION
APA CORPORATION
New
Shares5.5K
Event2026-03-31
Filed2026-05-01
SONY
SONY GROUP CORP
-3.92%
Shares11.2K
Event2026-03-31
Filed2026-05-01
GRMN
GARMIN LTD
-8.02%
Shares986
Event2026-03-31
Filed2026-05-01
MATCH GROUP INC NEW
MATCH GROUP INC NEW
-0.87%
Shares7.4K
Event2026-03-31
Filed2026-05-01
XLY
SELECT SECTOR SPDR TR
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-01
ZBH
ZIMMER BIOMET HOLDINGS INC
New
Shares2.5K
Event2026-03-31
Filed2026-05-01
PM
PHILIP MORRIS INTL INC
-1.10%
Shares1.4K
Event2026-03-31
Filed2026-05-01
ULTA
ULTA BEAUTY INC
-57.23%
Shares426
Event2026-03-31
Filed2026-05-01
DFIV
DIMENSIONAL ETF TRUST
New
Shares4.2K
Event2026-03-31
Filed2026-05-01
BE
BLOOM ENERGY CORP
New
Shares1.6K
Event2026-03-31
Filed2026-05-01
AGNC
AGNC INVT CORP
4.21%
Shares22.1K
Event2026-03-31
Filed2026-05-01
MELI
MERCADOLIBRE INC
18.52%
Shares128
Event2026-03-31
Filed2026-05-01
CORPAY INC
CORPAY INC
New
Shares759
Event2026-03-31
Filed2026-05-01
VTEB
VANGUARD MUN BD FDS
0.00%
Shares4.4K
Event2026-03-31
Filed2026-05-01
VRT
VERTIV HOLDINGS CO
New
Shares875
Event2026-03-31
Filed2026-05-01
CNC
CENTENE CORP DEL
3.07%
Shares6.7K
Event2026-03-31
Filed2026-05-01
NOK
NOKIA CORP
-53.75%
Shares26.9K
Event2026-03-31
Filed2026-05-01
HOOD
ROBINHOOD MKTS INC
12.40%
Shares3.1K
Event2026-03-31
Filed2026-05-01
INDA
ISHARES TR
New
Shares4.6K
Event2026-03-31
Filed2026-05-01
SNY
SANOFI SA
-13.72%
Shares4.5K
Event2026-03-31
Filed2026-05-01
IWF
ISHARES TR
-1.38%
Shares500
Event2026-03-31
Filed2026-05-01
TFC
TRUIST FINL CORP
8.50%
Shares4.6K
Event2026-03-31
Filed2026-05-01
GLQ
CLOUGH GLOBAL EQUITY FD
-4.92%
Shares28.0K
Event2026-03-31
Filed2026-05-01
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
New
Shares1.6K
Event2026-03-31
Filed2026-05-01
ADSK
AUTODESK INC
-12.23%
Shares861
Event2026-03-31
Filed2026-05-01
PKG
PACKAGING CORP AMER
-1.02%
Shares966
Event2026-03-31
Filed2026-05-01
ASX
ASE TECHNOLOGY HLDG CO LTD
-10.02%
Shares9.5K
Event2026-03-31
Filed2026-05-01
BWA
BORGWARNER INC
New
Shares3.7K
Event2026-03-31
Filed2026-05-01
VBK
VANGUARD INDEX FDS
-0.74%
Shares667
Event2026-03-31
Filed2026-05-01
EXE
EXPAND ENERGY CORPORATION
New
Shares1.8K
Event2026-03-31
Filed2026-05-01
PSX
PHILLIPS 66
New
Shares1.1K
Event2026-03-31
Filed2026-05-01
BTZ
BLACKROCK CR ALLOCATION
0.00%
Shares18.4K
Event2026-03-31
Filed2026-05-01
IVR
INVESCO MORTGAGE CAPITAL INC
11.33%
Shares22.9K
Event2026-03-31
Filed2026-05-01
FORTRESS BIOTECH INC
FORTRESS BIOTECH INC
-15.89%
Shares63.8K
Event2026-03-31
Filed2026-05-01
ETHT
PROSHARES TR
New
Shares11.7K
Event2026-03-31
Filed2026-05-01
BANK MONTREAL MEDIUM
BANK MONTREAL MEDIUM
663.13%
Shares12.5K
Event2026-03-31
Filed2026-05-01
GT
GOODYEAR TIRE & RUBR CO
7.31%
Shares25.7K
Event2026-03-31
Filed2026-05-01
OWL
BLUE OWL CAPITAL INC
New
Shares18.4K
Event2026-03-31
Filed2026-05-01
EVN
EATON VANCE MUN INCOME TR
-1.12%
Shares15.6K
Event2026-03-31
Filed2026-05-01
MBLY
MOBILEYE GLOBAL INC
-17.04%
Shares21.9K
Event2026-03-31
Filed2026-05-01
ASAN
ASANA INC
84.02%
Shares23.0K
Event2026-03-31
Filed2026-05-01
BFLY
BUTTERFLY NETWORK INC
-1.37%
Shares35.9K
Event2026-03-31
Filed2026-05-01
VRRM
VERRA MOBILITY CORP
New
Shares10.1K
Event2026-03-31
Filed2026-05-01
RQI
COHEN & STEERS QUALITY INCOM
7.84%
Shares11.3K
Event2026-03-31
Filed2026-05-01
PHK
PIMCO HIGH INCOME FD
0.00%
Shares21.6K
Event2026-03-31
Filed2026-05-01
JPC
NUVEEN PFD & INCOME OPPORTUN
0.17%
Shares12.9K
Event2026-03-31
Filed2026-05-01
VIV
TELEFONICA BRASIL SA
New
Shares19.1K
Event2026-03-31
Filed2026-05-01
ABEV
AMBEV SA
-23.23%
Shares24.6K
Event2026-03-31
Filed2026-05-01
SOUN
SOUNDHOUND AI INC
New
Shares10.0K
Event2026-03-31
Filed2026-05-01
CALC
CALCIMEDICA INC
297.17%
Shares126.5K
Event2026-03-31
Filed2026-05-01
BLACKSTONE MORTGAGE TRUST IN
BLACKSTONE MORTGAGE TRUST IN
0.00%
Shares67.0K
Event2026-03-31
Filed2026-05-01
NFE
NEW FORTRESS ENERGY INC
8.64%
Shares106.5K
Event2026-03-31
Filed2026-05-01
GLO
CLOUGH GLOBAL OPPORTUNITIES
-4.35%
Shares11.0K
Event2026-03-31
Filed2026-05-01
ACHR
ARCHER AVIATION INC
2.83%
Shares11.2K
Event2026-03-31
Filed2026-05-01
ACRE
ARES COML REAL ESTATE CORP
0.00%
Shares10.3K
Event2026-03-31
Filed2026-05-01

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available