Sponsored

The Analysis of 626 Financial, LLC's Holdings & P&L

Currently, 626 Financial, LLC holds 120 types of securities in its portfolio with a total value $223.5M. In the most recent quarter, they have increased their positions in DFAX (+149.5K shares, valued at $5.1M), QQQM (+16.6K shares, valued at $3.9M), IVV (+2.9K shares, valued at $1.9M); decreased their positions in IWY (-7.0K shares, valued at $1.7M), DTD (-19.0K shares, valued at $1.6M), GRPM (-13.1K shares, valued at $1.5M); initiated new positions in DFAX (+149.5K shares, valued at $5.1M), QQQM (+16.6K shares, valued at $3.9M), VGSH (+9.6K shares, valued at $564.7K).

1M P&L

+7.3M+3.29%

3M P&L

+4.6M+2.03%

HY P&L

+10.0M+4.56%

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/A110.0M

52.4%

2Medical Devices24.6M

11.7%

3Consumer Electronics12.7M

6.1%

Top Industries by Stock Count

1N/A40 stocks

35.4%

2Drug Manufacturers - General6 stocks

5.3%

3Specialty Industrial Machinery4 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DTD WISDOMTREE TR294.9K shares-6.05%2026-03-312026-04-23

SYK STRYKER CORPORATION74.2K shares0.14%2026-03-312026-04-23

WTV WISDOMTREE TR140.0K shares3.27%2026-03-312026-04-23

AAPL APPLE INC50.2K shares-1.36%2026-03-312026-04-23

GRPM INVESCO EXCHANGE TRADED FD T90.4K shares-12.63%2026-03-312026-04-23

IWY ISHARES TR31.6K shares-18.14%2026-03-312026-04-23

MSFT MICROSOFT CORP20.2K shares-0.11%2026-03-312026-04-23

AMZN AMAZON COM INC35.2K shares-3.91%2026-03-312026-04-23

Sponsored

ALPHABET INC ALPHABET INC23.5K shares-12.57%2026-03-312026-04-23

FEMS FIRST TR EXCH TRD ALPHDX FD140.4K shares-14.77%2026-03-312026-04-23

NVDA NVIDIA CORPORATION36.0K shares2.64%2026-03-312026-04-23

SPSM SPDR SERIES TRUST105.2K shares-0.87%2026-03-312026-04-23

DFAX DIMENSIONAL ETF TRUST149.5K sharesnew addition2026-03-312026-04-23

ALPHABET INC ALPHABET INC14.3K shares-1.92%2026-03-312026-04-23

VTI VANGUARD INDEX FDS12.6K shares-6.98%2026-03-312026-04-23

QQQM INVESCO EXCH TRADED FD TR II16.6K sharesnew addition2026-03-312026-04-23

Sponsored

FAB FIRST TR EXCHANGE-TRADED ALP35.7K shares-0.36%2026-03-312026-04-23

JPM JPMORGAN CHASE & CO8.2K shares-11.92%2026-03-312026-04-23

IVV ISHARES TR3.2K shares736.43%2026-03-312026-04-23

SMIN ISHARES TR34.6K shares-7.27%2026-03-312026-04-23

QCOM QUALCOMM INC14.6K shares-3.61%2026-03-312026-04-23

LLY ELI LILLY & CO2.0K shares-3.38%2026-03-312026-04-23

PULS PGIM ETF TR35.6K shares-6.74%2026-03-312026-04-23

IWM ISHARES TR6.5K shares-1.12%2026-03-312026-04-23

Sponsored

WMT WALMART INC12.7K shares-2.26%2026-03-312026-04-23

IWN ISHARES TR8.1K shares0.12%2026-03-312026-04-23

XLK SELECT SECTOR SPDR TR11.4K shares-14.81%2026-03-312026-04-23

FAD FIRST TR EXCHANGE-TRADED ALP9.5K shares4.37%2026-03-312026-04-23

AFL AFLAC INC13.4K shares-7.84%2026-03-312026-04-23

IJH ISHARES TR21.6K shares7.70%2026-03-312026-04-23

GLD SPDR GOLD TR3.4K shares-4.28%2026-03-312026-04-23

JNJ JOHNSON & JOHNSON5.3K shares-8.22%2026-03-312026-04-23

Sponsored

CAT CATERPILLAR INC1.8K shares-10.28%2026-03-312026-04-23

CVX CHEVRON CORPORATION6.0K shares2.56%2026-03-312026-04-23

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.4K shares5.20%2026-03-312026-04-23

PG PROCTER & GAMBLE CO8.1K shares-2.25%2026-03-312026-04-23

UPS UNITED PARCEL SVCS INC11.3K shares11.08%2026-03-312026-04-23

EMR EMERSON ELEC CO8.4K shares-3.65%2026-03-312026-04-23

UBER UBER TECHNOLOGIES INC14.9K shares-0.10%2026-03-312026-04-23

VTV VANGUARD INDEX FDS5.3K shares0.00%2026-03-312026-04-23

Sponsored

DOW DOW HLDGS INC24.6K shares20.49%2026-03-312026-04-23

PFE PFIZER INC36.3K shares-14.82%2026-03-312026-04-23

ABBV ABBVIE INC4.7K shares0.00%2026-03-312026-04-23

BMY BRISTOL-MYERS SQUIBB CO14.3K shares44.52%2026-03-312026-04-23

CITIGROUP INC CITIGROUP INC7.4K shares-1.52%2026-03-312026-04-23

TSLA TESLA INC2.2K shares-1.02%2026-03-312026-04-23

SPY STATE STR SPDR S&P 500 ETF T1.3K shares-24.20%2026-03-312026-04-23

DLN WISDOMTREE TR9.0K shares-7.21%2026-03-312026-04-23

Sponsored

GIS GENERAL MILLS INC21.5K shares15.69%2026-03-312026-04-23

SPYG SPDR SERIES TRUST7.4K shares-2.44%2026-03-312026-04-23

NFLX NETFLIX INC.7.3K shares-47.65%2026-03-312026-04-23

CRWD CROWDSTRIKE HLDGS INC1.8K shares-2.24%2026-03-312026-04-23

XOM EXXON MOBIL CORP4.1K shares0.10%2026-03-312026-04-23

DAL DELTA AIR LINES INC10.3K shares-3.76%2026-03-312026-04-23

LNG CHENIERE ENERGY INC2.3K shares-17.55%2026-03-312026-04-23

PH PARKER-HANNIFIN CORP702 shares0.00%2026-03-312026-04-23

Sponsored

SPYV SPDR SERIES TRUST10.3K shares0.00%2026-03-312026-04-23

VGSH VANGUARD SCOTTSDALE FDS9.6K sharesnew addition2026-03-312026-04-23

LMBS FIRST TR EXCHANGE-TRADED FD11.2K shares-12.76%2026-03-312026-04-23

DE DEERE & CO981 shares0.00%2026-03-312026-04-23

IJK ISHARES TR5.4K shares0.00%2026-03-312026-04-23

NKE NIKE INC10.2K shares11.00%2026-03-312026-04-23

VZ VERIZON COMMUNICATIONS INC10.4K shares3.97%2026-03-312026-04-23

IBM INTERNATIONAL BUSINESS MACHS2.1K shares0.00%2026-03-312026-04-23

Sponsored

META META PLATFORMS INC862 shares10.65%2026-03-312026-04-23

GGG GRACO INC5.8K shares0.00%2026-03-312026-04-23

COST COSTCO WHOLESALE CORPORATION474 shares26.74%2026-03-312026-04-23

ITW ILLINOIS TOOL WKS INC1.8K shares0.00%2026-03-312026-04-23

COF CAPITAL ONE FINL CORP2.5K shares0.00%2026-03-312026-04-23

XLU SELECT SECTOR SPDR TR10.0K shares2.33%2026-03-312026-04-23

FDN FIRST TR EXCHANGE-TRADED FD1.9K shares-35.46%2026-03-312026-04-23

T AT&T INC15.3K shares-7.65%2026-03-312026-04-23

Sponsored

AXP AMERICAN EXPRESS CO1.4K shares0.00%2026-03-312026-04-23

SW SMURFIT WESTROCK PLC10.9K shares-19.88%2026-03-312026-04-23

CRM SALESFORCE INC2.2K shares-55.54%2026-03-312026-04-23

MO ALTRIA GROUP INC6.1K shares-5.56%2026-03-312026-04-23

PEP PEPSICO INC2.6K shares-6.91%2026-03-312026-04-23

PM PHILIP MORRIS INTL INC2.4K shares-30.28%2026-03-312026-04-23

VXUS VANGUARD STAR FDS5.2K shares2.69%2026-03-312026-04-23

ORCL ORACLE CORP2.6K shares1.21%2026-03-312026-04-23

Sponsored

VOOG VANGUARD ADMIRAL FDS INC930 shares-15.22%2026-03-312026-04-23

ALB ALBEMARLE CORP2.1K shares-12.65%2026-03-312026-04-23

FDX FEDEX CORP1.0K shares0.00%2026-03-312026-04-23

TJX TJX COS INC NEW2.3K shares4.14%2026-03-312026-04-23

F FORD MTR CO30.3K shares0.02%2026-03-312026-04-23

BUD ANHEUSER BUSCH INBEV SA NV5.0K shares-5.35%2026-03-312026-04-23

KHC KRAFT HEINZ CO15.4K shares-10.85%2026-03-312026-04-23

BKLC BNY MELLON ETF TRUST2.6K shares0.19%2026-03-312026-04-23

Sponsored

SDVY FIRST TR EXCHANGE TRADED FD8.2K shares0.00%2026-03-312026-04-23

MCD MCDONALDS CORP998 shares0.00%2026-03-312026-04-23

INTC INTEL CORP6.7K shares-25.11%2026-03-312026-04-23

WHR WHIRLPOOL CORP5.5K shares57.21%2026-03-312026-04-23

SLYV SPDR SERIES TRUST3.0K shares0.00%2026-03-312026-04-23

SBUX STARBUCKS CORP3.1K shares-5.41%2026-03-312026-04-23

QQQI NEOS ETF TRUST5.6K shares0.00%2026-03-312026-04-23

IEFA ISHARES TR3.0K sharesnew addition2026-03-312026-04-23

Sponsored

KO COCA COLA CO3.5K shares-0.40%2026-03-312026-04-23

HD HOME DEPOT INC792 shares3.94%2026-03-312026-04-23

VYM VANGUARD WHITEHALL FDS1.7K shares0.00%2026-03-312026-04-23

TSN TYSON FOODS INC3.9K shares8.38%2026-03-312026-04-23

IWB ISHARES TR691 shares0.00%2026-03-312026-04-23

MBWM MERCANTILE BK CORP4.9K shares0.00%2026-03-312026-04-23

FTA FIRST TR EXCHANGE-TRADED ALP2.6K shares0.00%2026-03-312026-04-23

HMC HONDA MOTOR CO LTD10.0K shares1.63%2026-03-312026-04-23

Sponsored

CSCO CISCO SYS INC3.1K shares-7.59%2026-03-312026-04-23

ABT ABBOTT LABORATORIES2.3K shares0.00%2026-03-312026-04-23

INVESCO QQQ TR INVESCO QQQ TR409 shares15.54%2026-03-312026-04-23

MS MORGAN STANLEY1.4K shares0.00%2026-03-312026-04-23

DTE DTE ENERGY CO1.5K shares-16.41%2026-03-312026-04-23

AMGN AMGEN INC630 shares-2.33%2026-03-312026-04-23

GE AEROSPACE GE AEROSPACE779 shares-2.87%2026-03-312026-04-23

MDLZ MONDELEZ INTL INC3.8K sharesnew addition2026-03-312026-04-23

Sponsored

NSC NORFOLK SOUTHN CORP752 shares0.00%2026-03-312026-04-23

CLX CLOROX CO DEL2.0K sharesnew addition2026-03-312026-04-23

VTWO VANGUARD SCOTTSDALE FDS2.1K shares-1.10%2026-03-312026-04-23

NEE NEXTERA ENERGY INC2.2K sharesnew addition2026-03-312026-04-23

YUMC YUM CHINA HLDGS INC4.1K sharesnew addition2026-03-312026-04-23

PUTNAM ETF TRUST PUTNAM ETF TRUST14.7K shares0.00%2026-03-312026-04-23

ERIC TELEFONAKTIEBOLAGET LM ERICS11.5K shares0.00%2026-03-312026-04-23

NAK NORTHERN DYNASTY MINERALS LT30.2K shares0.00%2026-03-312026-04-23

Sponsored

DTD

WISDOMTREE TR

-6.05%

Shares294.9K

Event2026-03-31

Filed2026-04-23

SYK

STRYKER CORPORATION

0.14%

Shares74.2K

Event2026-03-31

Filed2026-04-23

WTV

WISDOMTREE TR

3.27%

Shares140.0K

Event2026-03-31

Filed2026-04-23

AAPL

APPLE INC

-1.36%

Shares50.2K

Event2026-03-31

Filed2026-04-23

GRPM

INVESCO EXCHANGE TRADED FD T

-12.63%

Shares90.4K

Event2026-03-31

Filed2026-04-23

IWY

ISHARES TR

-18.14%

Shares31.6K

Event2026-03-31

Filed2026-04-23

MSFT

MICROSOFT CORP

-0.11%

Shares20.2K

Event2026-03-31

Filed2026-04-23

AMZN

AMAZON COM INC

-3.91%

Shares35.2K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-12.57%

Shares23.5K

Event2026-03-31

Filed2026-04-23

FEMS

FIRST TR EXCH TRD ALPHDX FD

-14.77%

Shares140.4K

Event2026-03-31

Filed2026-04-23

NVDA

NVIDIA CORPORATION

2.64%

Shares36.0K

Event2026-03-31

Filed2026-04-23

SPSM

SPDR SERIES TRUST

-0.87%

Shares105.2K

Event2026-03-31

Filed2026-04-23

DFAX

DIMENSIONAL ETF TRUST

New

Shares149.5K

Event2026-03-31

Filed2026-04-23

ALPHABET INC

-1.92%

Shares14.3K

Event2026-03-31

Filed2026-04-23

VTI

VANGUARD INDEX FDS

-6.98%

Shares12.6K

Event2026-03-31

Filed2026-04-23

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares16.6K

Event2026-03-31

Filed2026-04-23

FAB

FIRST TR EXCHANGE-TRADED ALP

-0.36%

Shares35.7K

Event2026-03-31

Filed2026-04-23

JPM

JPMORGAN CHASE & CO

-11.92%

Shares8.2K

Event2026-03-31

Filed2026-04-23

IVV

ISHARES TR

736.43%

Shares3.2K

Event2026-03-31

Filed2026-04-23

SMIN

ISHARES TR

-7.27%

Shares34.6K

Event2026-03-31

Filed2026-04-23

QCOM

QUALCOMM INC

-3.61%

Shares14.6K

Event2026-03-31

Filed2026-04-23

LLY

ELI LILLY & CO

-3.38%

Shares2.0K

Event2026-03-31

Filed2026-04-23

PULS

PGIM ETF TR

-6.74%

Shares35.6K

Event2026-03-31

Filed2026-04-23

IWM

ISHARES TR

-1.12%

Shares6.5K

Event2026-03-31

Filed2026-04-23

WMT

WALMART INC

-2.26%

Shares12.7K

Event2026-03-31

Filed2026-04-23

IWN

ISHARES TR

0.12%

Shares8.1K

Event2026-03-31

Filed2026-04-23

XLK

SELECT SECTOR SPDR TR

-14.81%

Shares11.4K

Event2026-03-31

Filed2026-04-23

FAD

FIRST TR EXCHANGE-TRADED ALP

4.37%

Shares9.5K

Event2026-03-31

Filed2026-04-23

AFL

AFLAC INC

-7.84%

Shares13.4K

Event2026-03-31

Filed2026-04-23

IJH

ISHARES TR

7.70%

Shares21.6K

Event2026-03-31

Filed2026-04-23

GLD

SPDR GOLD TR

-4.28%

Shares3.4K

Event2026-03-31

Filed2026-04-23

JNJ

JOHNSON & JOHNSON

-8.22%

Shares5.3K

Event2026-03-31

Filed2026-04-23

CAT

CATERPILLAR INC

-10.28%

Shares1.8K

Event2026-03-31

Filed2026-04-23

CVX

CHEVRON CORPORATION

2.56%

Shares6.0K

Event2026-03-31

Filed2026-04-23

BERKSHIRE HATHAWAY INC DEL

5.20%

Shares2.4K

Event2026-03-31

Filed2026-04-23

PROCTER & GAMBLE CO

-2.25%

Shares8.1K

Event2026-03-31

Filed2026-04-23

UPS

UNITED PARCEL SVCS INC

11.08%

Shares11.3K

Event2026-03-31

Filed2026-04-23

EMR

EMERSON ELEC CO

-3.65%

Shares8.4K

Event2026-03-31

Filed2026-04-23

UBER

UBER TECHNOLOGIES INC

-0.10%

Shares14.9K

Event2026-03-31

Filed2026-04-23

VTV

VANGUARD INDEX FDS

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-23

DOW

DOW HLDGS INC

20.49%

Shares24.6K

Event2026-03-31

Filed2026-04-23

PFE

PFIZER INC

-14.82%

Shares36.3K

Event2026-03-31

Filed2026-04-23

ABBV

ABBVIE INC

0.00%

Shares4.7K

Event2026-03-31

Filed2026-04-23

BMY

BRISTOL-MYERS SQUIBB CO

44.52%

Shares14.3K

Event2026-03-31

Filed2026-04-23

CITIGROUP INC

-1.52%

Shares7.4K

Event2026-03-31

Filed2026-04-23

TSLA

TESLA INC

-1.02%

Shares2.2K

Event2026-03-31

Filed2026-04-23

SPY

STATE STR SPDR S&P 500 ETF T

-24.20%

Shares1.3K

Event2026-03-31

Filed2026-04-23

DLN

WISDOMTREE TR

-7.21%

Shares9.0K

Event2026-03-31

Filed2026-04-23

GIS

GENERAL MILLS INC

15.69%

Shares21.5K

Event2026-03-31

Filed2026-04-23

SPYG

SPDR SERIES TRUST

-2.44%

Shares7.4K

Event2026-03-31

Filed2026-04-23

NFLX

NETFLIX INC.

-47.65%

Shares7.3K

Event2026-03-31

Filed2026-04-23

CRWD

CROWDSTRIKE HLDGS INC

-2.24%

Shares1.8K

Event2026-03-31

Filed2026-04-23

XOM

EXXON MOBIL CORP

0.10%

Shares4.1K

Event2026-03-31

Filed2026-04-23

DAL

DELTA AIR LINES INC

-3.76%

Shares10.3K

Event2026-03-31

Filed2026-04-23

LNG

CHENIERE ENERGY INC

-17.55%

Shares2.3K

Event2026-03-31

Filed2026-04-23

PARKER-HANNIFIN CORP

0.00%

Shares702

Event2026-03-31

Filed2026-04-23

SPYV

SPDR SERIES TRUST

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-23

VGSH

VANGUARD SCOTTSDALE FDS

New

Shares9.6K

Event2026-03-31

Filed2026-04-23

LMBS

FIRST TR EXCHANGE-TRADED FD

-12.76%

Shares11.2K

Event2026-03-31

Filed2026-04-23

DEERE & CO

0.00%

Shares981

Event2026-03-31

Filed2026-04-23

IJK

ISHARES TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-23

NKE

NIKE INC

11.00%

Shares10.2K

Event2026-03-31

Filed2026-04-23

VERIZON COMMUNICATIONS INC

3.97%

Shares10.4K

Event2026-03-31

Filed2026-04-23

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares2.1K

Event2026-03-31

Filed2026-04-23

META

META PLATFORMS INC

10.65%

Shares862

Event2026-03-31

Filed2026-04-23

GGG

GRACO INC

0.00%

Shares5.8K

Event2026-03-31

Filed2026-04-23

COST

COSTCO WHOLESALE CORPORATION

26.74%

Shares474

Event2026-03-31

Filed2026-04-23

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-23

COF

CAPITAL ONE FINL CORP

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-23

XLU

SELECT SECTOR SPDR TR

2.33%

Shares10.0K

Event2026-03-31

Filed2026-04-23

FDN

FIRST TR EXCHANGE-TRADED FD

-35.46%

Shares1.9K

Event2026-03-31

Filed2026-04-23

AT&T INC

-7.65%

Shares15.3K

Event2026-03-31

Filed2026-04-23

AXP

AMERICAN EXPRESS CO

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

SMURFIT WESTROCK PLC

-19.88%

Shares10.9K

Event2026-03-31

Filed2026-04-23

CRM

SALESFORCE INC

-55.54%

Shares2.2K

Event2026-03-31

Filed2026-04-23

ALTRIA GROUP INC

-5.56%

Shares6.1K

Event2026-03-31

Filed2026-04-23

PEP

PEPSICO INC

-6.91%

Shares2.6K

Event2026-03-31

Filed2026-04-23

PHILIP MORRIS INTL INC

-30.28%

Shares2.4K

Event2026-03-31

Filed2026-04-23

VXUS

VANGUARD STAR FDS

2.69%

Shares5.2K

Event2026-03-31

Filed2026-04-23

ORCL

ORACLE CORP

1.21%

Shares2.6K

Event2026-03-31

Filed2026-04-23

VOOG

VANGUARD ADMIRAL FDS INC

-15.22%

Shares930

Event2026-03-31

Filed2026-04-23

ALB

ALBEMARLE CORP

-12.65%

Shares2.1K

Event2026-03-31

Filed2026-04-23

FDX

FEDEX CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-23

TJX

TJX COS INC NEW

4.14%

Shares2.3K

Event2026-03-31

Filed2026-04-23

FORD MTR CO

0.02%

Shares30.3K

Event2026-03-31

Filed2026-04-23

BUD

ANHEUSER BUSCH INBEV SA NV

-5.35%

Shares5.0K

Event2026-03-31

Filed2026-04-23

KHC

KRAFT HEINZ CO

-10.85%

Shares15.4K

Event2026-03-31

Filed2026-04-23

BKLC

BNY MELLON ETF TRUST

0.19%

Shares2.6K

Event2026-03-31

Filed2026-04-23

SDVY

FIRST TR EXCHANGE TRADED FD

0.00%

Shares8.2K

Event2026-03-31

Filed2026-04-23

MCD

MCDONALDS CORP

0.00%

Shares998

Event2026-03-31

Filed2026-04-23

INTC

INTEL CORP

-25.11%

Shares6.7K

Event2026-03-31

Filed2026-04-23

WHR

WHIRLPOOL CORP

57.21%

Shares5.5K

Event2026-03-31

Filed2026-04-23

SLYV

SPDR SERIES TRUST

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-23

SBUX

STARBUCKS CORP

-5.41%

Shares3.1K

Event2026-03-31

Filed2026-04-23

QQQI

NEOS ETF TRUST

0.00%

Shares5.6K

Event2026-03-31

Filed2026-04-23

IEFA

ISHARES TR

New

Shares3.0K

Event2026-03-31

Filed2026-04-23

COCA COLA CO

-0.40%

Shares3.5K

Event2026-03-31

Filed2026-04-23

HOME DEPOT INC

3.94%

Shares792

Event2026-03-31

Filed2026-04-23

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-23

TSN

TYSON FOODS INC

8.38%

Shares3.9K

Event2026-03-31

Filed2026-04-23

IWB

ISHARES TR

0.00%

Shares691

Event2026-03-31

Filed2026-04-23

MBWM

MERCANTILE BK CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-23

FTA

FIRST TR EXCHANGE-TRADED ALP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-23

HMC

HONDA MOTOR CO LTD

1.63%

Shares10.0K

Event2026-03-31

Filed2026-04-23

CSCO

CISCO SYS INC

-7.59%

Shares3.1K

Event2026-03-31

Filed2026-04-23

ABT

ABBOTT LABORATORIES

0.00%

Shares2.3K

Event2026-03-31

Filed2026-04-23

INVESCO QQQ TR

15.54%

Shares409

Event2026-03-31

Filed2026-04-23

MORGAN STANLEY

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-23

DTE

DTE ENERGY CO

-16.41%

Shares1.5K

Event2026-03-31

Filed2026-04-23

AMGN

AMGEN INC

-2.33%

Shares630

Event2026-03-31

Filed2026-04-23

GE AEROSPACE

-2.87%

Shares779

Event2026-03-31

Filed2026-04-23

MDLZ

MONDELEZ INTL INC

New

Shares3.8K

Event2026-03-31

Filed2026-04-23

NSC

NORFOLK SOUTHN CORP

0.00%

Shares752

Event2026-03-31

Filed2026-04-23

CLX

CLOROX CO DEL

New

Shares2.0K

Event2026-03-31

Filed2026-04-23

VTWO

VANGUARD SCOTTSDALE FDS

-1.10%

Shares2.1K

Event2026-03-31

Filed2026-04-23

NEE

NEXTERA ENERGY INC

New

Shares2.2K

Event2026-03-31

Filed2026-04-23

YUMC

YUM CHINA HLDGS INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-23

PUTNAM ETF TRUST

0.00%

Shares14.7K

Event2026-03-31

Filed2026-04-23

ERIC

TELEFONAKTIEBOLAGET LM ERICS

0.00%

Shares11.5K

Event2026-03-31

Filed2026-04-23

NAK

NORTHERN DYNASTY MINERALS LT

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-23

Call Option Holdings

NVIDIA CORPORATION Call CallNVIDIA CORPORATION100 shares0.00%2026-03-312026-04-23

NVIDIA CORPORATION Call

NVIDIA CORPORATION

0.00%

Shares100

Event2026-03-31

Filed2026-04-23

Put Option Holdings

No put option holdings data available