Sponsored

The Analysis of Ackerman Capital Advisors, LLC's Holdings & P&L

Currently, Ackerman Capital Advisors, LLC holds 114 types of securities in its portfolio with a total value $488.0M. In the most recent quarter, they have increased their positions in IEMG (+35.6K shares, valued at $2.5M), SCHG (+26.5K shares, valued at $773.3K), IQLT (+13.5K shares, valued at $623.6K); decreased their positions in MUB (-16.1K shares, valued at $1.7M), VTEB (-23.9K shares, valued at $1.2M), VYMI (-12.3K shares, valued at $1.2M); initiated new positions in PML (+50.3K shares, valued at $380.5K), TRGP (+968 shares, valued at $242.7K), TT (+507 shares, valued at $211.3K).

1M P&L

+13.6M+2.82%

3M P&L

+14.8M+3.09%

HY P&L

+38.6M+8.46%

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/A452.3M

95.3%

2Oil & Gas Integrated4.9M

1.0%

3Oil & Gas Midstream3.8M

0.8%

Top Industries by Stock Count

1N/A78 stocks

71.6%

2Oil & Gas Midstream3 stocks

2.8%

3Semiconductors3 stocks

2.8%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPYG SPDR SERIES TRUST762.9K shares-0.13%2026-03-312026-05-05

VTEB VANGUARD MUN BD FDS957.0K shares-2.44%2026-03-312026-05-05

MUB ISHARES TR284.2K shares-5.36%2026-03-312026-05-05

VIGI VANGUARD WHITEHALL FDS310.9K shares-0.71%2026-03-312026-05-05

VYMI VANGUARD WHITEHALL FDS248.8K shares-4.71%2026-03-312026-05-05

SPYV SPDR SERIES TRUST411.4K shares-1.36%2026-03-312026-05-05

SCHG SCHWAB STRATEGIC TR644.2K shares4.30%2026-03-312026-05-05

ACWV ISHARES INC129.4K shares-0.23%2026-03-312026-05-05

Sponsored

IVLU ISHARES TR379.4K shares0.29%2026-03-312026-05-05

IEMG ISHARES INC183.3K shares24.08%2026-03-312026-05-05

PICK ISHARES INC180.8K shares-0.80%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR105.3K shares-0.46%2026-03-312026-05-05

IQLT ISHARES TR190.6K shares7.61%2026-03-312026-05-05

FNDF SCHWAB STRATEGIC TR175.0K shares6.61%2026-03-312026-05-05

VWO VANGUARD INTL EQUITY INDEX F151.5K shares-0.34%2026-03-312026-05-05

SCHV SCHWAB STRATEGIC TR266.5K shares1.06%2026-03-312026-05-05

Sponsored

VBR VANGUARD INDEX FDS33.9K shares-3.06%2026-03-312026-05-05

VGIT VANGUARD SCOTTSDALE FDS123.4K shares5.59%2026-03-312026-05-05

SUB ISHARES TR66.6K shares7.30%2026-03-312026-05-05

BWX SPDR SERIES TRUST321.0K shares7.14%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR196.5K shares-4.40%2026-03-312026-05-05

VGLT VANGUARD SCOTTSDALE FDS112.4K shares7.86%2026-03-312026-05-05

IUSG ISHARES TR40.0K shares-2.49%2026-03-312026-05-05

SGOV ISHARES TR58.6K shares0.05%2026-03-312026-05-05

Sponsored

VTV VANGUARD INDEX FDS28.4K shares-2.10%2026-03-312026-05-05

VBK VANGUARD INDEX FDS18.3K shares-2.33%2026-03-312026-05-05

DJP BARCLAYS BANK PLC113.8K shares-2.65%2026-03-312026-05-05

SHM SPDR SERIES TRUST103.0K shares-2.03%2026-03-312026-05-05

BSV VANGUARD BD INDEX FDS48.5K shares7.62%2026-03-312026-05-05

XOM EXXON MOBIL CORP19.4K shares0.01%2026-03-312026-05-05

ET ENERGY TRANSFER L P169.5K shares0.00%2026-03-312026-05-05

IGIB ISHARES TR58.4K shares5.49%2026-03-312026-05-05

Sponsored

IVV ISHARES TR4.6K shares-0.02%2026-03-312026-05-05

EMLC VANECK ETF TRUST104.9K shares8.45%2026-03-312026-05-05

ALPHABET INC ALPHABET INC8.9K shares0.00%2026-03-312026-05-05

EEM ISHARES TR44.1K shares0.00%2026-03-312026-05-05

VIOV VANGUARD ADMIRAL FDS INC17.1K shares7.87%2026-03-312026-05-05

FNDE SCHWAB STRATEGIC TR44.1K shares-1.06%2026-03-312026-05-05

CVX CHEVRON CORPORATION7.8K shares0.00%2026-03-312026-05-05

QUAL ISHARES TR7.3K shares-1.35%2026-03-312026-05-05

Sponsored

SCMB SCHWAB STRATEGIC TR54.1K shares-14.24%2026-03-312026-05-05

AAPL APPLE INC5.3K shares0.00%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.6K shares0.00%2026-03-312026-05-05

HGER HARBOR ETF TRUST40.2K shares7.89%2026-03-312026-05-05

MSFT MICROSOFT CORP3.2K shares-7.14%2026-03-312026-05-05

IAGG ISHARES TR22.8K shares1.01%2026-03-312026-05-05

VT VANGUARD INTL EQUITY INDEX F7.9K shares-1.74%2026-03-312026-05-05

V VISA INC3.5K shares0.00%2026-03-312026-05-05

Sponsored

VIOG VANGUARD ADMIRAL FDS INC8.1K shares8.20%2026-03-312026-05-05

DMB BNY MELLON MUN BD INFRASTRUC94.2K shares14.60%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO3.3K shares-0.54%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC1.1K shares0.00%2026-03-312026-05-05

MHD BLACKROCK MUNIHOLDINGS FD IN73.1K shares20.24%2026-03-312026-05-05

EOG EOG RES INC5.6K shares0.00%2026-03-312026-05-05

VYM VANGUARD WHITEHALL FDS5.4K shares-21.77%2026-03-312026-05-05

MQY BLACKROCK MUNIYILD QULT FD I72.3K shares363.20%2026-03-312026-05-05

Sponsored

NFLX NETFLIX INC.7.9K shares0.00%2026-03-312026-05-05

MCD MCDONALDS CORP2.4K shares0.00%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR5.4K shares0.00%2026-03-312026-05-05

DSM BNY MELLON STRATEGIC MUN BD119.0K shares-2.66%2026-03-312026-05-05

LEO BNY MELLON STRATEGIC MUNS IN113.3K shares-27.77%2026-03-312026-05-05

NBH NEUBERGER MUN FD INC69.1K shares-25.64%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF17.6K shares2.83%2026-03-312026-05-05

MMD NYLI MACKAY DEFINEDTERM MUNI43.7K shares-34.42%2026-03-312026-05-05

Sponsored

MYI BLACKROCK MUNIYIELD QUALITY61.2K shares293.04%2026-03-312026-05-05

CRBN ISHARES TR2.8K shares0.00%2026-03-312026-05-05

UNP UNION PAC CORP2.6K shares0.00%2026-03-312026-05-05

PCQ PIMCO CALIF MUN INCOME FD71.7K shares19.00%2026-03-312026-05-05

EAGG ISHARES TR12.4K shares3.90%2026-03-312026-05-05

EOT EATON VANCE NATL MUN OPPORT34.5K shares-5.18%2026-03-312026-05-05

IMTM ISHARES TR12.2K shares0.00%2026-03-312026-05-05

NUV NUVEEN MUN VALUE FD INC55.8K shares184.74%2026-03-312026-05-05

Sponsored

MUA BLACKROCK MUNIASSETS FD INC46.0K shares81.08%2026-03-312026-05-05

COP CONOCOPHILLIPS3.6K shares-33.03%2026-03-312026-05-05

ABT ABBOTT LABORATORIES4.6K shares0.00%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.9K shares0.00%2026-03-312026-05-05

PMM PUTNAM MANAGED MUN INCOME TR75.7K shares101.50%2026-03-312026-05-05

PZA INVESCO EXCH TRADED FD TR II19.2K shares-1.66%2026-03-312026-05-05

IGRO ISHARES TR5.3K shares0.00%2026-03-312026-05-05

MMU WESTERN ASSET MANAGED MUNS F42.8K shares24.18%2026-03-312026-05-05

Sponsored

PEP PEPSICO INC2.7K shares-30.08%2026-03-312026-05-05

VWOB VANGUARD WHITEHALL FDS6.1K shares0.48%2026-03-312026-05-05

PMO PUTNAM MUN OPPORTUNITIES TR38.4K shares70.79%2026-03-312026-05-05

PML PIMCO MUN INCOME FD II50.3K sharesnew addition2026-03-312026-05-05

GLD SPDR GOLD TR855 shares0.00%2026-03-312026-05-05

PEW GRABAGUN DIGITAL HLDGS INC120.0K shares0.00%2026-03-312026-05-05

UDR UDR INC10.1K shares0.00%2026-03-312026-05-05

IJT ISHARES TR2.3K shares0.00%2026-03-312026-05-05

Sponsored

FMN FEDERATED HERMES PREM MUNI I29.0K shares13.19%2026-03-312026-05-05

TXN TEXAS INSTRS INC1.6K shares0.00%2026-03-312026-05-05

NUW NUVEEN AMT-FREE MUN VALUE FD21.5K shares-22.44%2026-03-312026-05-05

FNDX SCHWAB STRATEGIC TR11.0K shares-0.95%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO920 shares0.00%2026-03-312026-05-05

SBR SABINE RTY TR3.4K shares0.00%2026-03-312026-05-05

LLY ELI LILLY & CO269 shares0.00%2026-03-312026-05-05

ESGV VANGUARD WORLD FD2.2K shares0.00%2026-03-312026-05-05

Sponsored

BROADCOM INC BROADCOM INC790 shares0.00%2026-03-312026-05-05

MFM MFS MUN INCOME TR45.2K shares29.04%2026-03-312026-05-05

TRGP TARGA RES CORP968 sharesnew addition2026-03-312026-05-05

LUV SOUTHWEST AIRLS CO6.4K shares0.00%2026-03-312026-05-05

DHR DANAHER CORP DEL1.2K shares0.00%2026-03-312026-05-05

SLYG SPDR SERIES TRUST2.4K shares-32.20%2026-03-312026-05-05

NVDA NVIDIA CORPORATION1.4K shares2.12%2026-03-312026-05-05

TSLA TESLA INC631 shares1.77%2026-03-312026-05-05

Sponsored

SBSI SOUTHSIDE BANCSHARES INC7.4K shares0.00%2026-03-312026-05-05

NIM NUVEEN SELECT MAT MUN FD24.2K shares-0.70%2026-03-312026-05-05

DIS DISNEY WALT CO2.4K shares-8.71%2026-03-312026-05-05

QCOM QUALCOMM INC1.7K shares0.00%2026-03-312026-05-05

VSGX VANGUARD WORLD FD3.0K shares0.00%2026-03-312026-05-05

TT TRANE TECHNOLOGIES PLC507 sharesnew addition2026-03-312026-05-05

EFAV ISHARES TR2.2K sharesnew addition2026-03-312026-05-05

VFL ABRDN NATL MUN INCOME FD15.4K sharesnew addition2026-03-312026-05-05

Sponsored

AFB ALLIANCEBERNSTEIN NATL MUN I14.1K sharesnew addition2026-03-312026-05-05

MANGOCEUTICALS INC MANGOCEUTICALS INC34.5K shares0.00%2026-03-312026-05-05

SPYG

SPDR SERIES TRUST

-0.13%

Shares762.9K

Event2026-03-31

Filed2026-05-05

VTEB

VANGUARD MUN BD FDS

-2.44%

Shares957.0K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

-5.36%

Shares284.2K

Event2026-03-31

Filed2026-05-05

VIGI

VANGUARD WHITEHALL FDS

-0.71%

Shares310.9K

Event2026-03-31

Filed2026-05-05

VYMI

VANGUARD WHITEHALL FDS

-4.71%

Shares248.8K

Event2026-03-31

Filed2026-05-05

SPYV

SPDR SERIES TRUST

-1.36%

Shares411.4K

Event2026-03-31

Filed2026-05-05

SCHG

SCHWAB STRATEGIC TR

4.30%

Shares644.2K

Event2026-03-31

Filed2026-05-05

ACWV

ISHARES INC

-0.23%

Shares129.4K

Event2026-03-31

Filed2026-05-05

IVLU

ISHARES TR

0.29%

Shares379.4K

Event2026-03-31

Filed2026-05-05

IEMG

ISHARES INC

24.08%

Shares183.3K

Event2026-03-31

Filed2026-05-05

PICK

ISHARES INC

-0.80%

Shares180.8K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-0.46%

Shares105.3K

Event2026-03-31

Filed2026-05-05

IQLT

ISHARES TR

7.61%

Shares190.6K

Event2026-03-31

Filed2026-05-05

FNDF

SCHWAB STRATEGIC TR

6.61%

Shares175.0K

Event2026-03-31

Filed2026-05-05

VWO

VANGUARD INTL EQUITY INDEX F

-0.34%

Shares151.5K

Event2026-03-31

Filed2026-05-05

SCHV

SCHWAB STRATEGIC TR

1.06%

Shares266.5K

Event2026-03-31

Filed2026-05-05

VBR

VANGUARD INDEX FDS

-3.06%

Shares33.9K

Event2026-03-31

Filed2026-05-05

VGIT

VANGUARD SCOTTSDALE FDS

5.59%

Shares123.4K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

7.30%

Shares66.6K

Event2026-03-31

Filed2026-05-05

BWX

SPDR SERIES TRUST

7.14%

Shares321.0K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-4.40%

Shares196.5K

Event2026-03-31

Filed2026-05-05

VGLT

VANGUARD SCOTTSDALE FDS

7.86%

Shares112.4K

Event2026-03-31

Filed2026-05-05

IUSG

ISHARES TR

-2.49%

Shares40.0K

Event2026-03-31

Filed2026-05-05

SGOV

ISHARES TR

0.05%

Shares58.6K

Event2026-03-31

Filed2026-05-05

VTV

VANGUARD INDEX FDS

-2.10%

Shares28.4K

Event2026-03-31

Filed2026-05-05

VBK

VANGUARD INDEX FDS

-2.33%

Shares18.3K

Event2026-03-31

Filed2026-05-05

DJP

BARCLAYS BANK PLC

-2.65%

Shares113.8K

Event2026-03-31

Filed2026-05-05

SHM

SPDR SERIES TRUST

-2.03%

Shares103.0K

Event2026-03-31

Filed2026-05-05

BSV

VANGUARD BD INDEX FDS

7.62%

Shares48.5K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

0.01%

Shares19.4K

Event2026-03-31

Filed2026-05-05

ENERGY TRANSFER L P

0.00%

Shares169.5K

Event2026-03-31

Filed2026-05-05

IGIB

ISHARES TR

5.49%

Shares58.4K

Event2026-03-31

Filed2026-05-05

IVV

ISHARES TR

-0.02%

Shares4.6K

Event2026-03-31

Filed2026-05-05

EMLC

VANECK ETF TRUST

8.45%

Shares104.9K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-05-05

EEM

ISHARES TR

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-05

VIOV

VANGUARD ADMIRAL FDS INC

7.87%

Shares17.1K

Event2026-03-31

Filed2026-05-05

FNDE

SCHWAB STRATEGIC TR

-1.06%

Shares44.1K

Event2026-03-31

Filed2026-05-05

CVX

CHEVRON CORPORATION

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-05

QUAL

ISHARES TR

-1.35%

Shares7.3K

Event2026-03-31

Filed2026-05-05

SCMB

SCHWAB STRATEGIC TR

-14.24%

Shares54.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

HGER

HARBOR ETF TRUST

7.89%

Shares40.2K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-7.14%

Shares3.2K

Event2026-03-31

Filed2026-05-05

IAGG

ISHARES TR

1.01%

Shares22.8K

Event2026-03-31

Filed2026-05-05

VANGUARD INTL EQUITY INDEX F

-1.74%

Shares7.9K

Event2026-03-31

Filed2026-05-05

VISA INC

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

VIOG

VANGUARD ADMIRAL FDS INC

8.20%

Shares8.1K

Event2026-03-31

Filed2026-05-05

DMB

BNY MELLON MUN BD INFRASTRUC

14.60%

Shares94.2K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

-0.54%

Shares3.3K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

MHD

BLACKROCK MUNIHOLDINGS FD IN

20.24%

Shares73.1K

Event2026-03-31

Filed2026-05-05

EOG

EOG RES INC

0.00%

Shares5.6K

Event2026-03-31

Filed2026-05-05

VYM

VANGUARD WHITEHALL FDS

-21.77%

Shares5.4K

Event2026-03-31

Filed2026-05-05

MQY

BLACKROCK MUNIYILD QULT FD I

363.20%

Shares72.3K

Event2026-03-31

Filed2026-05-05

NFLX

NETFLIX INC.

0.00%

Shares7.9K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-05

XLK

SELECT SECTOR SPDR TR

0.00%

Shares5.4K

Event2026-03-31

Filed2026-05-05

DSM

BNY MELLON STRATEGIC MUN BD

-2.66%

Shares119.0K

Event2026-03-31

Filed2026-05-05

LEO

BNY MELLON STRATEGIC MUNS IN

-27.77%

Shares113.3K

Event2026-03-31

Filed2026-05-05

NBH

NEUBERGER MUN FD INC

-25.64%

Shares69.1K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

2.83%

Shares17.6K

Event2026-03-31

Filed2026-05-05

MMD

NYLI MACKAY DEFINEDTERM MUNI

-34.42%

Shares43.7K

Event2026-03-31

Filed2026-05-05

MYI

BLACKROCK MUNIYIELD QUALITY

293.04%

Shares61.2K

Event2026-03-31

Filed2026-05-05

CRBN

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-05

UNP

UNION PAC CORP

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-05

PCQ

PIMCO CALIF MUN INCOME FD

19.00%

Shares71.7K

Event2026-03-31

Filed2026-05-05

EAGG

ISHARES TR

3.90%

Shares12.4K

Event2026-03-31

Filed2026-05-05

EOT

EATON VANCE NATL MUN OPPORT

-5.18%

Shares34.5K

Event2026-03-31

Filed2026-05-05

IMTM

ISHARES TR

0.00%

Shares12.2K

Event2026-03-31

Filed2026-05-05

NUV

NUVEEN MUN VALUE FD INC

184.74%

Shares55.8K

Event2026-03-31

Filed2026-05-05

MUA

BLACKROCK MUNIASSETS FD INC

81.08%

Shares46.0K

Event2026-03-31

Filed2026-05-05

COP

CONOCOPHILLIPS

-33.03%

Shares3.6K

Event2026-03-31

Filed2026-05-05

ABT

ABBOTT LABORATORIES

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-05

PMM

PUTNAM MANAGED MUN INCOME TR

101.50%

Shares75.7K

Event2026-03-31

Filed2026-05-05

PZA

INVESCO EXCH TRADED FD TR II

-1.66%

Shares19.2K

Event2026-03-31

Filed2026-05-05

IGRO

ISHARES TR

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-05

MMU

WESTERN ASSET MANAGED MUNS F

24.18%

Shares42.8K

Event2026-03-31

Filed2026-05-05

PEP

PEPSICO INC

-30.08%

Shares2.7K

Event2026-03-31

Filed2026-05-05

VWOB

VANGUARD WHITEHALL FDS

0.48%

Shares6.1K

Event2026-03-31

Filed2026-05-05

PMO

PUTNAM MUN OPPORTUNITIES TR

70.79%

Shares38.4K

Event2026-03-31

Filed2026-05-05

PML

PIMCO MUN INCOME FD II

New

Shares50.3K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

0.00%

Shares855

Event2026-03-31

Filed2026-05-05

PEW

GRABAGUN DIGITAL HLDGS INC

0.00%

Shares120.0K

Event2026-03-31

Filed2026-05-05

UDR

UDR INC

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-05

IJT

ISHARES TR

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-05

FMN

FEDERATED HERMES PREM MUNI I

13.19%

Shares29.0K

Event2026-03-31

Filed2026-05-05

TXN

TEXAS INSTRS INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-05

NUW

NUVEEN AMT-FREE MUN VALUE FD

-22.44%

Shares21.5K

Event2026-03-31

Filed2026-05-05

FNDX

SCHWAB STRATEGIC TR

-0.95%

Shares11.0K

Event2026-03-31

Filed2026-05-05

AXP

AMERICAN EXPRESS CO

0.00%

Shares920

Event2026-03-31

Filed2026-05-05

SBR

SABINE RTY TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

0.00%

Shares269

Event2026-03-31

Filed2026-05-05

ESGV

VANGUARD WORLD FD

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

0.00%

Shares790

Event2026-03-31

Filed2026-05-05

MFM

MFS MUN INCOME TR

29.04%

Shares45.2K

Event2026-03-31

Filed2026-05-05

TRGP

TARGA RES CORP

New

Shares968

Event2026-03-31

Filed2026-05-05

LUV

SOUTHWEST AIRLS CO

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-05

DHR

DANAHER CORP DEL

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SLYG

SPDR SERIES TRUST

-32.20%

Shares2.4K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

2.12%

Shares1.4K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

1.77%

Shares631

Event2026-03-31

Filed2026-05-05

SBSI

SOUTHSIDE BANCSHARES INC

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-05

NIM

NUVEEN SELECT MAT MUN FD

-0.70%

Shares24.2K

Event2026-03-31

Filed2026-05-05

DIS

DISNEY WALT CO

-8.71%

Shares2.4K

Event2026-03-31

Filed2026-05-05

QCOM

QUALCOMM INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-05

VSGX

VANGUARD WORLD FD

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-05

TRANE TECHNOLOGIES PLC

New

Shares507

Event2026-03-31

Filed2026-05-05

EFAV

ISHARES TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-05

VFL

ABRDN NATL MUN INCOME FD

New

Shares15.4K

Event2026-03-31

Filed2026-05-05

AFB

ALLIANCEBERNSTEIN NATL MUN I

New

Shares14.1K

Event2026-03-31

Filed2026-05-05

MANGOCEUTICALS INC

0.00%

Shares34.5K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

TSLA Call CallTESLA INC1.0K sharesnew addition2026-03-312026-05-05

TSLA Call

TESLA INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-05

Put Option Holdings

No put option holdings data available