Sponsored
The Analysis of ACIMA PRIVATE WEALTH, LLC's Holdings & P&L
Currently, ACIMA PRIVATE WEALTH, LLC holds 177 types of securities in its portfolio with a total value $318.6M. In the most recent quarter, they have increased their positions in IVV (+855 shares, valued at $558.5K), BOND (+2.5K shares, valued at $228.9K), GTO (+4.6K shares, valued at $213.7K); decreased their positions in IGM (-7.5K shares, valued at $888.8K), CVX (-667 shares, valued at $138.0K), EZU (-2.1K shares, valued at $128.9K); initiated new positions in WAT (+189 shares, valued at $56.3K), N/A (+399 shares, valued at $30.4K), ACWI (+105 shares, valued at $14.5K).
1M P&L
+5.5M+1.80%
3M P&L
+4.0M+1.31%
HY P&L
+17.7M+6.01%
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/A249.3M
83.5%
2Consumer Electronics8.0M
2.7%
3Drug Manufacturers - General4.4M
1.5%
Top Industries by Stock Count
1N/A65 stocks
39.6%
2Drug Manufacturers - General6 stocks
3.7%
3Semiconductors4 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
INVESCO S&P 500 EQUAL WEIGHT ETF INVESCO S&P 500 EQUAL WEIGHT ETF55.5K shares0.21%2026-03-312026-04-06
JPIB JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST211.0K shares-0.13%2026-03-312026-04-06
Sponsored
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF17.3K shares0.00%2026-03-312026-04-06
JPMORGAN BETABUILDERS JAPAN ETF JPMORGAN BETABUILDERS JAPAN ETF45.0K shares0.05%2026-03-312026-04-06
Sponsored
JPMORGAN BETABUILDERS CANADA ETF JPMORGAN BETABUILDERS CANADA ETF28.1K shares-0.04%2026-03-312026-04-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A2.8K shares0.00%2026-03-312026-04-06
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW679 shares0.00%2026-03-312026-04-06
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS399 sharesnew addition2026-03-312026-04-06
Sponsored
Sponsored
Sponsored
Sponsored
IVV
1.99%ISHARES CORE S&P 500 ETF
Shares43.8K
Event2026-03-31
Filed2026-04-06
GSLC
0.36%GS ACTIVEBETA US LARGE CAP EQUITY ETF
Shares139.6K
Event2026-03-31
Filed2026-04-06
IJH
0.04%ISHARES CORE S&P MID-CAP ETF
Shares240.2K
Event2026-03-31
Filed2026-04-06
IEMG
0.10%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares214.3K
Event2026-03-31
Filed2026-04-06
JCPB
1.52%JPMORGAN CORE PLUS BOND ETF
Shares279.7K
Event2026-03-31
Filed2026-04-06
BOND
1.77%PIMCO ACTIVE BOND EXCHANGE-TRADED FUND
Shares142.4K
Event2026-03-31
Filed2026-04-06
GTO
1.66%INVESCO TOTAL RETURN BOND ETF
Shares278.8K
Event2026-03-31
Filed2026-04-06
VSLU
1.00%APPLIED FINANCE VALUATION LARGE CAP ETF
Shares278.2K
Event2026-03-31
Filed2026-04-06
INVESCO S&P 500 EQUAL WEIGHT ETF
0.21%INVESCO S&P 500 EQUAL WEIGHT ETF
Shares55.5K
Event2026-03-31
Filed2026-04-06
JPIB
-0.13%JPMORGAN INTERNATIONAL BOND OPPORTUNITIES ETF OF BENEF INTEREST
Shares211.0K
Event2026-03-31
Filed2026-04-06
AGG
1.75%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares101.1K
Event2026-03-31
Filed2026-04-06
IEFA
0.71%ISHARES CORE MSCI EAFE ETF
Shares99.1K
Event2026-03-31
Filed2026-04-06
EZU
-1.47%ISHARES MSCI EUROZONE ETF
Shares137.7K
Event2026-03-31
Filed2026-04-06
DJP
-0.01%IPATH BLOOMBERG COMMODITY INDEX TOTAL RETURN ETN
Shares174.3K
Event2026-03-31
Filed2026-04-06
EMLC
-0.04%VANECK J. P. MORGAN EM LOCAL CURRENCY BOND ETF
Shares323.3K
Event2026-03-31
Filed2026-04-06
AAPL
-0.98%APPLE INC COM
Shares31.5K
Event2026-03-31
Filed2026-04-06
AVEM
-0.01%AVANTIS EMERGING MARKETS EQUITY ETF
Shares98.4K
Event2026-03-31
Filed2026-04-06
VTI
0.23%VANGUARD TOTAL STOCK MARKET ETF
Shares23.0K
Event2026-03-31
Filed2026-04-06
IEUR
2.71%ISHARES CORE MSCI EUROPE ETF
Shares88.1K
Event2026-03-31
Filed2026-04-06
IGM
-14.64%ISHARES EXPANDED TECH SECTOR ETF
Shares43.7K
Event2026-03-31
Filed2026-04-06
IWP
0.00%ISHARES RUSSELL MID-CAP GROWTH ETF
Shares37.1K
Event2026-03-31
Filed2026-04-06
XLF
0.00%STATE STREET FINANCIAL SELECT SECTOR SPDR ETF
Shares82.3K
Event2026-03-31
Filed2026-04-06
XOP
0.00%STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Shares17.3K
Event2026-03-31
Filed2026-04-06
JPMORGAN BETABUILDERS JAPAN ETF
0.05%JPMORGAN BETABUILDERS JAPAN ETF
Shares45.0K
Event2026-03-31
Filed2026-04-06
JPMORGAN BETABUILDERS CANADA ETF
-0.04%JPMORGAN BETABUILDERS CANADA ETF
Shares28.1K
Event2026-03-31
Filed2026-04-06
VTEB
1.93%VANGUARD TAX-EXEMPT BOND ETF
Shares52.4K
Event2026-03-31
Filed2026-04-06
MUB
4.82%ISHARES NATIONAL MUNI BOND ETF
Shares23.2K
Event2026-03-31
Filed2026-04-06
FLIA
-0.03%FRANKLIN INTERNATIONAL AGGREGATE BOND ETF
Shares117.3K
Event2026-03-31
Filed2026-04-06
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares10.2K
Event2026-03-31
Filed2026-04-06
XLP
0.00%STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF
Shares26.3K
Event2026-03-31
Filed2026-04-06
MSFT
0.00%MICROSOFT CORP COM
Shares5.7K
Event2026-03-31
Filed2026-04-06
XLK
-2.50%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares15.6K
Event2026-03-31
Filed2026-04-06
ASHR
-0.17%XTRACKERS HARVEST CSI 300 CHINA A-SHARES ETF
Shares54.5K
Event2026-03-31
Filed2026-04-06
LOW
0.00%LOWES COS INC COM
Shares6.9K
Event2026-03-31
Filed2026-04-06
JNJ
-5.03%JOHNSON & JOHNSON COM
Shares6.6K
Event2026-03-31
Filed2026-04-06
NOW
0.00%SERVICENOW INC COM
Shares14.8K
Event2026-03-31
Filed2026-04-06
ABBV
0.00%ABBVIE INC COM
Shares6.8K
Event2026-03-31
Filed2026-04-06
EWA
0.24%ISHARES MSCI AUSTRALIA ETF
Shares51.2K
Event2026-03-31
Filed2026-04-06
MCHI
0.22%ISHARES MSCI CHINA ETF
Shares24.7K
Event2026-03-31
Filed2026-04-06
BKNG
0.00%BOOKING HOLDINGS INC COM
Shares324
Event2026-03-31
Filed2026-04-06
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares2.2K
Event2026-03-31
Filed2026-04-06
SHW
0.00%SHERWIN WILLIAMS CO COM
Shares4.1K
Event2026-03-31
Filed2026-04-06
MELI
0.00%MERCADOLIBRE INC COM
Shares739
Event2026-03-31
Filed2026-04-06
XOM
-2.67%EXXON MOBIL CORP COM
Shares7.4K
Event2026-03-31
Filed2026-04-06
V
0.00%VISA INC COM CL A
Shares3.8K
Event2026-03-31
Filed2026-04-06
IWO
0.00%ISHARES RUSSELL 2000 GROWTH ETF
Shares3.2K
Event2026-03-31
Filed2026-04-06
CAT
0.00%CATERPILLAR INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-06
MCD
0.00%MCDONALDS CORP COM
Shares3.1K
Event2026-03-31
Filed2026-04-06
AMZN
0.00%AMAZON COM INC COM
Shares4.5K
Event2026-03-31
Filed2026-04-06
PGR
0.00%PROGRESSIVE CORP COM
Shares4.7K
Event2026-03-31
Filed2026-04-06
RTX
0.00%RTX CORPORATION COM
Shares4.7K
Event2026-03-31
Filed2026-04-06
UNP
0.00%UNION PAC CORP COM
Shares3.7K
Event2026-03-31
Filed2026-04-06
EWU
0.11%ISHARES MSCI UNITED KINGDOM ETF
Shares19.2K
Event2026-03-31
Filed2026-04-06
PG
0.00%PROCTER & GAMBLE CO COM
Shares5.9K
Event2026-03-31
Filed2026-04-06
ALPHABET INC CAP STK CL C
0.00%ALPHABET INC CAP STK CL C
Shares2.9K
Event2026-03-31
Filed2026-04-06
PEP
0.00%PEPSICO INC COM
Shares5.2K
Event2026-03-31
Filed2026-04-06
VRTX
0.00%VERTEX PHARMACEUTICALS INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-06
ADP
-0.97%AUTOMATIC DATA PROCESSING INC COM
Shares3.9K
Event2026-03-31
Filed2026-04-06
IWF
0.00%ISHARES RUSSELL 1000 GROWTH ETF
Shares1.8K
Event2026-03-31
Filed2026-04-06
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares5.2K
Event2026-03-31
Filed2026-04-06
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares3.1K
Event2026-03-31
Filed2026-04-06
ITW
0.00%ILLINOIS TOOL WKS INC COM
Shares2.9K
Event2026-03-31
Filed2026-04-06
COP
0.00%CONOCOPHILLIPS COM
Shares5.5K
Event2026-03-31
Filed2026-04-06
KO
0.00%COCA COLA CO COM
Shares9.1K
Event2026-03-31
Filed2026-04-06
AMGN
0.00%AMGEN INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-06
SPY
0.00%STATE STREET SPDR S&P 500 ETF
Shares999
Event2026-03-31
Filed2026-04-06
ALPHABET INC CAP STK CL A
0.00%ALPHABET INC CAP STK CL A
Shares2.2K
Event2026-03-31
Filed2026-04-06
MERCK & CO INC COM
0.00%MERCK & CO INC COM
Shares4.8K
Event2026-03-31
Filed2026-04-06
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares2.8K
Event2026-03-31
Filed2026-04-06
HD
-1.07%HOME DEPOT INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-06
CSCO
0.00%CISCO SYS INC COM
Shares6.6K
Event2026-03-31
Filed2026-04-06
TXN
0.00%TEXAS INSTRS INC COM
Shares2.5K
Event2026-03-31
Filed2026-04-06
WMT
0.00%WALMART INC COM
Shares3.9K
Event2026-03-31
Filed2026-04-06
EFA
0.00%ISHARES MSCI EAFE ETF
Shares5.0K
Event2026-03-31
Filed2026-04-06
EW
0.00%EDWARDS LIFESCIENCES CORP COM
Shares5.9K
Event2026-03-31
Filed2026-04-06
ADBE
0.00%ADOBE INC COM
Shares1.8K
Event2026-03-31
Filed2026-04-06
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares1.5K
Event2026-03-31
Filed2026-04-06
GLW
0.00%CORNING INC COM
Shares3.2K
Event2026-03-31
Filed2026-04-06
JMUB
0.00%JPMORGAN MUNICIPAL ETF
Shares8.6K
Event2026-03-31
Filed2026-04-06
VV
0.00%VANGUARD LARGE-CAP ETF
Shares1.4K
Event2026-03-31
Filed2026-04-06
PFE
0.00%PFIZER INC COM
Shares14.0K
Event2026-03-31
Filed2026-04-06
DRI
0.00%DARDEN RESTAURANTS INC COM
Shares2.0K
Event2026-03-31
Filed2026-04-06
SHOP
0.00%SHOPIFY INC CL A SUB VTG SHS
Shares3.3K
Event2026-03-31
Filed2026-04-06
COF
0.00%CAPITAL ONE FINL CORP COM
Shares2.1K
Event2026-03-31
Filed2026-04-06
JPST
-11.65%JPMORGAN ULTRA-SHORT INCOME ETF
Shares7.5K
Event2026-03-31
Filed2026-04-06
IWS
0.00%ISHARES RUSSELL MID-CAP VALUE ETF
Shares2.6K
Event2026-03-31
Filed2026-04-06
MKL
0.00%MARKEL GROUP INC COM
Shares195
Event2026-03-31
Filed2026-04-06
MA
0.00%MASTERCARD INCORPORATED CL A
Shares734
Event2026-03-31
Filed2026-04-06
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares379
Event2026-03-31
Filed2026-04-06
HON
0.00%HONEYWELL INTL INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-06
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares722
Event2026-03-31
Filed2026-04-06
ORCL
0.00%ORACLE CORP COM
Shares2.4K
Event2026-03-31
Filed2026-04-06
SPGI
0.00%S&P GLOBAL INC COM
Shares826
Event2026-03-31
Filed2026-04-06
ABT
-1.11%ABBOTT LABORATORIES COM
Shares3.4K
Event2026-03-31
Filed2026-04-06
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares1.8K
Event2026-03-31
Filed2026-04-06
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares1.6K
Event2026-03-31
Filed2026-04-06
AXP
0.00%AMERICAN EXPRESS CO COM
Shares1.1K
Event2026-03-31
Filed2026-04-06
IWR
0.00%ISHARES RUSSELL MIDCAP ETF
Shares3.4K
Event2026-03-31
Filed2026-04-06
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares480
Event2026-03-31
Filed2026-04-06
MMC
-1.88%MARSH & MCLENNAN COS INC COM
Shares1.9K
Event2026-03-31
Filed2026-04-06
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares679
Event2026-03-31
Filed2026-04-06
CVX
-30.48%CHEVRON CORPORATION COM
Shares1.5K
Event2026-03-31
Filed2026-04-06
GXC
0.00%STATE STREET SPDR S&P CHINA ETF
Shares3.3K
Event2026-03-31
Filed2026-04-06
VO
0.00%VANGUARD MID-CAP ETF
Shares1.0K
Event2026-03-31
Filed2026-04-06
INTC
0.00%INTEL CORP COM
Shares6.3K
Event2026-03-31
Filed2026-04-06
IDXX
0.00%IDEXX LABS INC COM
Shares493
Event2026-03-31
Filed2026-04-06
DOV
0.00%DOVER CORP COM
Shares1.3K
Event2026-03-31
Filed2026-04-06
SYY
0.00%SYSCO CORP COM
Shares3.5K
Event2026-03-31
Filed2026-04-06
SIXG
0.00%DEFIANCE CONNECTIVE TECHNOLOGIES ETF
Shares3.5K
Event2026-03-31
Filed2026-04-06
AFL
0.00%AFLAC INC COM
Shares2.1K
Event2026-03-31
Filed2026-04-06
MO
0.00%ALTRIA GROUP INC COM
Shares3.5K
Event2026-03-31
Filed2026-04-06
BDX
0.00%BECTON DICKINSON & CO COM
Shares1.4K
Event2026-03-31
Filed2026-04-06
HEI.A
0.00%HEICO CORP NEW CL A
Shares994
Event2026-03-31
Filed2026-04-06
PM
0.00%PHILIP MORRIS INTL INC COM
Shares1.1K
Event2026-03-31
Filed2026-04-06
PPG
0.00%PPG INDS INC COM
Shares1.7K
Event2026-03-31
Filed2026-04-06
AFG
0.00%AMERICAN FINANCIAL GROUP INC COM
Shares1.4K
Event2026-03-31
Filed2026-04-06
CL
0.00%COLGATE PALMOLIVE CO COM
Shares2.0K
Event2026-03-31
Filed2026-04-06
BIIB
0.00%BIOGEN INC COM
Shares916
Event2026-03-31
Filed2026-04-06
AEP
0.00%AMERICAN ELEC PWR CO INC COM
Shares1.2K
Event2026-03-31
Filed2026-04-06
NEE
0.00%NEXTERA ENERGY INC COM
Shares1.6K
Event2026-03-31
Filed2026-04-06
SO
0.00%SOUTHERN CO COM
Shares1.5K
Event2026-03-31
Filed2026-04-06
MMM
0.00%3M CO COM
Shares975
Event2026-03-31
Filed2026-04-06
VTWO
0.00%VANGUARD RUSSELL 2000 ETF
Shares1.3K
Event2026-03-31
Filed2026-04-06
KMB
0.00%KIMBERLY-CLARK CORP COM
Shares1.2K
Event2026-03-31
Filed2026-04-06
CENCORA INC COM
0.00%CENCORA INC COM
Shares317
Event2026-03-31
Filed2026-04-06
BND
-1.33%VANGUARD TOTAL BOND MARKET ETF
Shares1.3K
Event2026-03-31
Filed2026-04-06
SPGM
-15.88%STATE STREET SPDR PORTFOLIO MSCI GLOBAL STOCK MARKET ETF
Shares1.2K
Event2026-03-31
Filed2026-04-06
PSX
0.00%PHILLIPS 66 COM
Shares500
Event2026-03-31
Filed2026-04-06
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares150
Event2026-03-31
Filed2026-04-06
JPM
0.00%JPMORGAN CHASE & CO COM
Shares296
Event2026-03-31
Filed2026-04-06
CSX
0.00%CSX CORP COM
Shares1.8K
Event2026-03-31
Filed2026-04-06
COST
0.00%COSTCO WHOLESALE CORPORATION COM
Shares72
Event2026-03-31
Filed2026-04-06
NVDA
0.00%NVIDIA CORPORATION COM
Shares410
Event2026-03-31
Filed2026-04-06
LLY
0.00%ELI LILLY & CO COM
Shares75
Event2026-03-31
Filed2026-04-06
IJT
0.00%ISHARES S&P SMALL-CAP 600 GROWTH ETF
Shares470
Event2026-03-31
Filed2026-04-06
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares465
Event2026-03-31
Filed2026-04-06
VB
0.00%VANGUARD SMALL-CAP ETF
Shares217
Event2026-03-31
Filed2026-04-06
WAT
NewWATERS CORP COM
Shares189
Event2026-03-31
Filed2026-04-06
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares967
Event2026-03-31
Filed2026-04-06
UNH
0.00%UNITEDHEALTH GROUP INC COM
Shares200
Event2026-03-31
Filed2026-04-06
VZ
0.00%VERIZON COMMUNICATIONS INC COM
Shares1.0K
Event2026-03-31
Filed2026-04-06
OTIS
0.00%OTIS WORLDWIDE CORP COM
Shares650
Event2026-03-31
Filed2026-04-06
XLE
0.00%ENERGY SELECT SECTOR SPDR ETF
Shares816
Event2026-03-31
Filed2026-04-06
BP
0.00%BP PLC SPONSORED ADR
Shares1.1K
Event2026-03-31
Filed2026-04-06
MGC
0.00%VANGUARD MEGA CAP ETF
Shares210
Event2026-03-31
Filed2026-04-06
DHR
0.00%DANAHER CORP DEL COM
Shares185
Event2026-03-31
Filed2026-04-06
BAC
0.00%BANK AMERICA CORP COM
Shares706
Event2026-03-31
Filed2026-04-06
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares728
Event2026-03-31
Filed2026-04-06
XLI
0.00%STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF
Shares196
Event2026-03-31
Filed2026-04-06
SOLSTICE ADVANCED MATLS INC COM SHS
NewSOLSTICE ADVANCED MATLS INC COM SHS
Shares399
Event2026-03-31
Filed2026-04-06
GLD
0.00%SPDR GOLD SHARES
Shares50
Event2026-03-31
Filed2026-04-06
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares365
Event2026-03-31
Filed2026-04-06
SOLV
0.00%SOLVENTUM CORP COM SHS
Shares300
Event2026-03-31
Filed2026-04-06
ORLY
0.00%OREILLY AUTOMOTIVE INC COM
Shares195
Event2026-03-31
Filed2026-04-06
ESGV
0.00%VANGUARD ESG U.S. STOCK ETF
Shares158
Event2026-03-31
Filed2026-04-06
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares169
Event2026-03-31
Filed2026-04-06
ACWI
NewISHARES MSCI ACWI ETF
Shares105
Event2026-03-31
Filed2026-04-06
DUKE ENERGY CORP NEW COM NEW
0.00%DUKE ENERGY CORP NEW COM NEW
Shares110
Event2026-03-31
Filed2026-04-06
ADI
0.00%ANALOG DEVICES INC COM
Shares44
Event2026-03-31
Filed2026-04-06
TGT
0.00%TARGET CORP COM
Shares112
Event2026-03-31
Filed2026-04-06
AAXJ
NewISHARES MSCI ALL COUNTRY ASIA EX JAPAN ETF
Shares137
Event2026-03-31
Filed2026-04-06
D
0.00%DOMINION ENERGY INC COM
Shares213
Event2026-03-31
Filed2026-04-06
USB
0.00%US BANCORP COM NEW
Shares252
Event2026-03-31
Filed2026-04-06
AMT
0.00%AMERICAN TOWER CORP COM
Shares75
Event2026-03-31
Filed2026-04-06
OXY
0.00%OCCIDENTAL PETE CORP COM
Shares181
Event2026-03-31
Filed2026-04-06
AMP
0.00%AMERIPRISE FINL INC COM
Shares23
Event2026-03-31
Filed2026-04-06
USMV
-43.62%ISHARES MSCI USA MIN VOL FACTOR ETF
Shares106
Event2026-03-31
Filed2026-04-06
VIK
0.00%VIKING HOLDINGS LTD ORD SHS
Shares100
Event2026-03-31
Filed2026-04-06
HIG
0.00%HARTFORD INSURANCE GROUP INC COM
Shares42
Event2026-03-31
Filed2026-04-06
MS
0.00%MORGAN STANLEY COM NEW
Shares26
Event2026-03-31
Filed2026-04-06
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares5
Event2026-03-31
Filed2026-04-06
EBAY
0.00%EBAY INC. COM
Shares46
Event2026-03-31
Filed2026-04-06
NDAQ
0.00%NASDAQ INC COM
Shares46
Event2026-03-31
Filed2026-04-06
T
0.00%AT&T INC COM
Shares116
Event2026-03-31
Filed2026-04-06
TROW
0.00%PRICE T ROWE GROUP INC COM
Shares17
Event2026-03-31
Filed2026-04-06
OXY.WS
0.00%OCCIDENTAL PETE CORP WT EXP 080327
Shares22
Event2026-03-31
Filed2026-04-06
META
0.00%META PLATFORMS INC CL A
Shares1
Event2026-03-31
Filed2026-04-06
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available