Sponsored

The Analysis of ACORN FINANCIAL ADVISORY SERVICES INC /ADV's Holdings & P&L

Currently, ACORN FINANCIAL ADVISORY SERVICES INC /ADV holds 215 types of securities in its portfolio with a total value $729.8M. In the most recent quarter, they have increased their positions in XOM (+163.3K shares, valued at $27.7M), N/A (+54.5K shares, valued at $26.1M), XLE (+335.4K shares, valued at $20.5M); decreased their positions in VB (-118.9K shares, valued at $31.1M), N/A (-31.3K shares, valued at $18.7M), VUG (-40.8K shares, valued at $17.8M); initiated new positions in OIH (+46.7K shares, valued at $18.9M), N/A (+386.3K shares, valued at $13.5M), URNM (+209.9K shares, valued at $13.3M).

1M P&L

+6.7M+1.12%

3M P&L

-35.3M-5.53%

HY P&L

+15.1M+2.58%

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/A421.4M

73.0%

2Oil & Gas Integrated30.7M

5.3%

3Oil & Gas Midstream26.3M

4.5%

Top Industries by Stock Count

1N/A105 stocks

53.6%

2Software - Application8 stocks

4.1%

3Semiconductors5 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR536.3K shares13.48%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS771.5K shares12.41%2026-03-312026-04-24

ISHARES GOLD TR ISHARES GOLD TR483.8K shares3.06%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS70.5K shares-30.73%2026-03-312026-04-24

PYLD PIMCO ETF TR1.5M shares32.61%2026-03-312026-04-24

SPTS SPDR SERIES TRUST1.3M shares11.52%2026-03-312026-04-24

XOM EXXON MOBIL CORP179.2K shares1031.30%2026-03-312026-04-24

AVUV AMERICAN CENTY ETF TR274.7K shares4.48%2026-03-312026-04-24

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL57.8K shares1663.92%2026-03-312026-04-24

IBIT ISHARES BITCOIN TRUST ETF658.9K shares10.86%2026-03-312026-04-24

XLE SELECT SECTOR SPDR TR342.1K shares5050.84%2026-03-312026-04-24

AG FIRST MAJESTIC SILVER CORP899.8K shares-1.73%2026-03-312026-04-24

OIH VANECK ETF TRUST46.7K sharesnew addition2026-03-312026-04-24

XBIL RBB FD INC353.4K shares-36.49%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR27.8K shares-0.82%2026-03-312026-04-24

FRONTLINE PLC FRONTLINE PLC386.3K sharesnew addition2026-03-312026-04-24

Sponsored

URNM SPROTT FDS TR209.9K sharesnew addition2026-03-312026-04-24

PPA INVESCO EXCHANGE TRADED FD T79.8K sharesnew addition2026-03-312026-04-24

INSW INTERNATIONAL SEAWAYS INC180.4K sharesnew addition2026-03-312026-04-24

DHT DHT HOLDINGS INC718.3K sharesnew addition2026-03-312026-04-24

AAPL APPLE INC43.8K shares-11.52%2026-03-312026-04-24

BIL SPDR SERIES TRUST99.9K shares-65.96%2026-03-312026-04-24

VB VANGUARD INDEX FDS19.1K shares-86.17%2026-03-312026-04-24

VUG VANGUARD INDEX FDS11.4K shares-78.15%2026-03-312026-04-24

Sponsored

OBIL RBB FD INC92.2K shares49.31%2026-03-312026-04-24

VO VANGUARD INDEX FDS14.9K shares-3.57%2026-03-312026-04-24

MSTR STRATEGY INC34.1K shares-9.81%2026-03-312026-04-24

SPYM SPDR SERIES TRUST51.2K shares-44.18%2026-03-312026-04-24

MAR MARRIOTT INTL INC NEW11.9K shares-0.03%2026-03-312026-04-24

FOCT FIRST TR EXCHNG TRADED FD VI70.9K shares-0.74%2026-03-312026-04-24

LMT LOCKHEED MARTIN CORP5.5K shares0.00%2026-03-312026-04-24

AVUS AMERICAN CENTY ETF TR26.9K shares-83.08%2026-03-312026-04-24

Sponsored

META META PLATFORMS INC4.6K shares-24.87%2026-03-312026-04-24

NVDA NVIDIA CORPORATION15.0K shares-13.24%2026-03-312026-04-24

SHOP SHOPIFY INC20.5K shares-17.02%2026-03-312026-04-24

SPEM SPDR INDEX SHS FDS51.4K shares3.90%2026-03-312026-04-24

PLTR PALANTIR TECHNOLOGIES INC15.9K shares0.15%2026-03-312026-04-24

QJUN FIRST TR EXCHNG TRADED FD VI73.6K shares-0.21%2026-03-312026-04-24

SAUG FIRST TR EXCHNG TRADED FD VI87.3K shares-0.87%2026-03-312026-04-24

DFLV DIMENSIONAL ETF TRUST62.7K shares877.82%2026-03-312026-04-24

Sponsored

TSLA TESLA INC5.6K shares-7.75%2026-03-312026-04-24

BWA BORGWARNER INC37.6K shares-1.12%2026-03-312026-04-24

FTEC FIDELITY COVINGTON TRUST9.3K shares7.81%2026-03-312026-04-24

ALPHABET INC ALPHABET INC6.5K shares-52.41%2026-03-312026-04-24

MSFT MICROSOFT CORP5.0K shares-47.51%2026-03-312026-04-24

AES AES CORP129.8K shares0.05%2026-03-312026-04-24

XHLF BONDBLOXX ETF TRUST36.3K shares51.54%2026-03-312026-04-24

VXF VANGUARD INDEX FDS8.8K shares-0.17%2026-03-312026-04-24

Sponsored

ARCO ARCOS DORADOS HLDGS INC218.2K shares-1.34%2026-03-312026-04-24

IVV ISHARES TR2.5K shares-8.36%2026-03-312026-04-24

AMZN AMAZON COM INC7.7K shares-48.11%2026-03-312026-04-24

BILS SPDR SERIES TRUST15.9K shares-33.60%2026-03-312026-04-24

VBK VANGUARD INDEX FDS5.1K shares-2.70%2026-03-312026-04-24

MDYV SPDR SERIES TRUST17.3K shares-0.11%2026-03-312026-04-24

GE AEROSPACE GE AEROSPACE5.0K shares2.25%2026-03-312026-04-24

CACI CACI INTL INC2.5K shares1.74%2026-03-312026-04-24

Sponsored

FVD FIRST TR EXCHANGE-TRADED FD28.6K shares-48.51%2026-03-312026-04-24

SPY STATE STR SPDR S&P 500 ETF T2.1K shares-33.13%2026-03-312026-04-24

VTI VANGUARD INDEX FDS4.2K shares1.79%2026-03-312026-04-24

GEV GE VERNOVA INC1.5K shares2.87%2026-03-312026-04-24

SLYV SPDR SERIES TRUST13.5K shares3.16%2026-03-312026-04-24

DXCM DEXCOM INC20.1K shares-1.17%2026-03-312026-04-24

TBIL RBB FD INC24.2K shares15.19%2026-03-312026-04-24

XLV SELECT SECTOR SPDR TR8.1K shares7.87%2026-03-312026-04-24

Sponsored

GMED GLOBUS MED INC13.6K shares-1.44%2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC9.7K shares-0.09%2026-03-312026-04-24

COLL COLLEGIUM PHARMACEUTICAL INC35.1K shares-1.50%2026-03-312026-04-24

REGN REGENERON PHARMACEUTICALS1.5K shares0.00%2026-03-312026-04-24

AMT AMERICAN TOWER CORP6.4K shares-0.57%2026-03-312026-04-24

HEFA ISHARES TR25.0K shares-1.59%2026-03-312026-04-24

VV VANGUARD INDEX FDS3.5K shares0.09%2026-03-312026-04-24

VBR VANGUARD INDEX FDS4.8K shares0.02%2026-03-312026-04-24

Sponsored

FNCL FIDELITY COVINGTON TRUST14.5K shares6.92%2026-03-312026-04-24

XLY SELECT SECTOR SPDR TR9.2K shares5.49%2026-03-312026-04-24

SRVR PACER FDS TR32.2K shares-6.44%2026-03-312026-04-24

SPHY SPDR SERIES TRUST42.9K shares17.65%2026-03-312026-04-24

CRM SALESFORCE INC5.0K shares-2.00%2026-03-312026-04-24

XLI SELECT SECTOR SPDR TR5.7K shares13.03%2026-03-312026-04-24

PENN PENN ENTERTAINMENT INC61.8K shares-17.67%2026-03-312026-04-24

PANW PALO ALTO NETWORKS INC5.8K shares-0.55%2026-03-312026-04-24

Sponsored

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC9.4K sharesnew addition2026-03-312026-04-24

BOOT BOOT BARN HLDGS INC6.3K shares-1.68%2026-03-312026-04-24

CROWN CASTLE INC CROWN CASTLE INC10.9K shares-0.17%2026-03-312026-04-24

DOCT FIRST TR EXCHNG TRADED FD VI19.6K shares-10.55%2026-03-312026-04-24

D DOMINION ENERGY INC13.6K shares-0.23%2026-03-312026-04-24

VYMI VANGUARD WHITEHALL FDS8.9K shares11.35%2026-03-312026-04-24

DGRO ISHARES TR11.9K shares-7.03%2026-03-312026-04-24

CITIGROUP INC CITIGROUP INC7.2K shares-2.49%2026-03-312026-04-24

Sponsored

XLK SELECT SECTOR SPDR TR6.1K shares0.00%2026-03-312026-04-24

STIP ISHARES TR7.5K shares-4.35%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC15.2K shares1.15%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I2.6K shares-0.50%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F13.0K shares10.62%2026-03-312026-04-24

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-04-24

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET23.3K shares2.59%2026-03-312026-04-24

CRNC CERENCE INC109.5K shares-1.30%2026-03-312026-04-24

Sponsored

RGLD ROYAL GOLD INC2.7K sharesnew addition2026-03-312026-04-24

TRIP TRIPADVISOR INC63.2K shares-1.32%2026-03-312026-04-24

MGK VANGUARD WORLD FD1.8K shares-1.42%2026-03-312026-04-24

GLD SPDR GOLD TR1.5K shares-4.11%2026-03-312026-04-24

SPDW SPDR INDEX SHS FDS14.2K shares-3.11%2026-03-312026-04-24

VOT VANGUARD INDEX FDS2.5K shares1.98%2026-03-312026-04-24

SCHF SCHWAB STRATEGIC TR26.2K shares-7.34%2026-03-312026-04-24

GS GOLDMAN SACHS GROUP INC764 shares-2.68%2026-03-312026-04-24

Sponsored

SHEN SHENANDOAH TELECOMMUNICATION41.7K shares0.00%2026-03-312026-04-24

FCOM FIDELITY COVINGTON TRUST9.4K shares9.01%2026-03-312026-04-24

SPIB SPDR SERIES TRUST19.0K shares-3.46%2026-03-312026-04-24

KO COCA COLA CO8.1K shares-1.75%2026-03-312026-04-24

PZZA PAPA JOHNS INTL INC18.6K shares0.10%2026-03-312026-04-24

BILZ PIMCO ETF TR5.9K sharesnew addition2026-03-312026-04-24

BSV VANGUARD BD INDEX FDS7.6K shares0.24%2026-03-312026-04-24

BAC BANK AMERICA CORP11.9K shares-2.26%2026-03-312026-04-24

Sponsored

NEM NEWMONT CORP5.3K sharesnew addition2026-03-312026-04-24

BEN FRANKLIN RESOURCES INC24.2K sharesnew addition2026-03-312026-04-24

TROW PRICE T ROWE GROUP INC6.3K sharesnew addition2026-03-312026-04-24

DOCU DOCUSIGN INC12.0K shares-7.45%2026-03-312026-04-24

CGDV CAPITAL GROUP DIVIDEND VALUE13.3K shares9.29%2026-03-312026-04-24

XAR SPDR SERIES TRUST2.2K shares-0.18%2026-03-312026-04-24

IBM INTERNATIONAL BUSINESS MACHS2.3K shares-5.51%2026-03-312026-04-24

IAGG ISHARES TR10.9K shares-5.17%2026-03-312026-04-24

Sponsored

AVLV AMERICAN CENTY ETF TR6.6K shares0.00%2026-03-312026-04-24

COLUMBIA ETF TR I COLUMBIA ETF TR I53.9K sharesnew addition2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC2.6K shares-14.43%2026-03-312026-04-24

SLV ISHARES SILVER TR7.7K shares-3.15%2026-03-312026-04-24

PSTG EVERPURE INC8.7K shares-2.10%2026-03-312026-04-24

JEPQ J P MORGAN EXCHANGE TRADED F9.2K shares12.77%2026-03-312026-04-24

OGN ORGANON & CO84.3K shares-25.38%2026-03-312026-04-24

ZION ZIONS BANCORPORATION NATL AS8.7K shares-0.89%2026-03-312026-04-24

Sponsored

IWM ISHARES TR2.0K shares-36.04%2026-03-312026-04-24

FSTA FIDELITY COVINGTON TRUST9.5K shares6.94%2026-03-312026-04-24

BROADCOM INC BROADCOM INC1.6K shares-6.25%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC1.4K shares13.88%2026-03-312026-04-24

MCD MCDONALDS CORP1.5K shares-3.22%2026-03-312026-04-24

DFUS DIMENSIONAL ETF TRUST6.3K shares-22.77%2026-03-312026-04-24

SCHD SCHWAB STRATEGIC TR13.9K shares-19.53%2026-03-312026-04-24

IJH ISHARES TR6.3K shares-11.00%2026-03-312026-04-24

Sponsored

MCK MCKESSON CORP467 shares0.00%2026-03-312026-04-24

GCOW PACER FDS TR8.7K shares39.84%2026-03-312026-04-24

BLUEROCK PVT REAL ESTATE FD BLUEROCK PVT REAL ESTATE FD24.1K shares87.54%2026-03-312026-04-24

VRIG INVESCO ACTIVELY MANAGED EXC16.0K shares-3.90%2026-03-312026-04-24

PHIN PHINIA INC5.8K shares-1.00%2026-03-312026-04-24

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW3.0K shares-1.09%2026-03-312026-04-24

IWB ISHARES TR1.1K shares0.00%2026-03-312026-04-24

CCL CARNIVAL CORP14.9K shares-0.97%2026-03-312026-04-24

Sponsored

ARKK ARK ETF TR5.7K shares0.48%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO1.3K shares-2.92%2026-03-312026-04-24

DFAT DIMENSIONAL ETF TRUST6.0K shares0.00%2026-03-312026-04-24

JNJ JOHNSON & JOHNSON1.5K shares-0.45%2026-03-312026-04-24

WMT WALMART INC3.0K shares-0.47%2026-03-312026-04-24

DFUV DIMENSIONAL ETF TRUST7.4K shares-20.01%2026-03-312026-04-24

OZK BANK OZK LITTLE ROCK ARK7.7K shares-1.10%2026-03-312026-04-24

IJR ISHARES TR2.8K shares-1.95%2026-03-312026-04-24

Sponsored

T AT&T INC12.0K shares-0.04%2026-03-312026-04-24

PECO PHILLIPS EDISON & CO INC9.3K shares-0.66%2026-03-312026-04-24

DVA DAVITA INC2.2K shares-1.70%2026-03-312026-04-24

QTEC FIRST TR EXCHANGE-TRADED FD1.5K shares1.64%2026-03-312026-04-24

ROBT FIRST TR EXCHANGE TRADED FD7.2K shares0.00%2026-03-312026-04-24

XNTK SPDR SERIES TRUST1.3K shares14.59%2026-03-312026-04-24

NOW SERVICENOW INC3.1K shares-0.76%2026-03-312026-04-24

PG PROCTER & GAMBLE CO2.2K shares0.00%2026-03-312026-04-24

Sponsored

ALPHABET INC ALPHABET INC1.1K shares-32.09%2026-03-312026-04-24

XLU SELECT SECTOR SPDR TR6.9K shares0.07%2026-03-312026-04-24

FAI FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2026-03-312026-04-24

AKAM AKAMAI TECHNOLOGIES INC2.7K shares-1.67%2026-03-312026-04-24

MUB ISHARES TR2.9K shares0.00%2026-03-312026-04-24

EEM ISHARES TR5.4K shares-12.22%2026-03-312026-04-24

IWF ISHARES TR690 shares-0.43%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION292 shares0.00%2026-03-312026-04-24

Sponsored

QCOC FIRST TR EXCHNG TRADED FD VI13.2K shares-35.66%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.4K shares-0.29%2026-03-312026-04-24

MELI MERCADOLIBRE INC166 shares-0.60%2026-03-312026-04-24

VIG VANGUARD SPECIALIZED FUNDS1.3K shares0.00%2026-03-312026-04-24

OXY OCCIDENTAL PETE CORP4.4K sharesnew addition2026-03-312026-04-24

SCHV SCHWAB STRATEGIC TR8.9K shares0.38%2026-03-312026-04-24

MU MICRON TECHNOLOGY INC802 sharesnew addition2026-03-312026-04-24

TREE LENDINGTREE INC6.2K shares-1.49%2026-03-312026-04-24

Sponsored

V VISA INC876 shares-13.35%2026-03-312026-04-24

DFEB FIRST TR EXCHNG TRADED FD VI5.6K shares17.48%2026-03-312026-04-24

HNI HNI CORP7.9K shares-0.15%2026-03-312026-04-24

NOC NORTHROP GRUMMAN CORP386 shares-0.52%2026-03-312026-04-24

AMAT APPLIED MATLS INC770 shares-14.82%2026-03-312026-04-24

CAT CATERPILLAR INC357 shares-22.22%2026-03-312026-04-24

BND VANGUARD BD INDEX FDS3.4K shares-23.05%2026-03-312026-04-24

VENTURE GLOBAL INC VENTURE GLOBAL INC15.8K shares0.11%2026-03-312026-04-24

Sponsored

CGGR CAPITAL GROUP GROWTH ETF6.0K shares-24.95%2026-03-312026-04-24

PFE PFIZER INC8.5K shares-0.95%2026-03-312026-04-24

GWX SPDR INDEX SHS FDS5.7K shares0.00%2026-03-312026-04-24

IEMG ISHARES INC3.4K shares11.97%2026-03-312026-04-24

INTC INTEL CORP5.3K sharesnew addition2026-03-312026-04-24

IXN ISHARES TR2.3K shares0.51%2026-03-312026-04-24

BBHY J P MORGAN EXCHANGE TRADED F5.1K shares-3.70%2026-03-312026-04-24

ASAN ASANA INC36.4K shares-36.34%2026-03-312026-04-24

Sponsored

SOFI SOFI TECHNOLOGIES INC14.5K shares-89.01%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC3.2K shares15.42%2026-03-312026-04-24

RTX RTX CORPORATION1.2K shares0.17%2026-03-312026-04-24

VCIT VANGUARD SCOTTSDALE FDS2.7K sharesnew addition2026-03-312026-04-24

IUSB ISHARES TR4.9K shares-27.99%2026-03-312026-04-24

MA MASTERCARD INCORPORATED448 shares-13.35%2026-03-312026-04-24

ITOT ISHARES TR1.6K sharesnew addition2026-03-312026-04-24

DIA STATE STR SPDR DOW JONES IND466 shares0.00%2026-03-312026-04-24

Sponsored

VONG VANGUARD SCOTTSDALE FDS1.9K shares-2.76%2026-03-312026-04-24

AGZ ISHARES TR1.9K shares-15.61%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC589 sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC637 shares0.00%2026-03-312026-04-24

HSBC HSBC HLDGS PLC2.5K sharesnew addition2026-03-312026-04-24

FUTY FIDELITY COVINGTON TRUST3.5K sharesnew addition2026-03-312026-04-24

AMSC AMERICAN SUPERCONDUCTOR CORP6.0K sharesnew addition2026-03-312026-04-24

SPBO SPDR SERIES TRUST7.0K sharesnew addition2026-03-312026-04-24

Sponsored

VLO VALERO ENERGY CORP815 sharesnew addition2026-03-312026-04-24

AGGY WISDOMTREE TR4.6K shares0.00%2026-03-312026-04-24

RIVN RIVIAN AUTOMOTIVE INC12.9K shares-0.35%2026-03-312026-04-24

RPD RAPID7 INC32.4K shares-1.18%2026-03-312026-04-24

FSCO FS CREDIT OPPORTUNITIES CORP17.2K shares0.00%2026-03-312026-04-24

PCT PURECYCLE TECHNOLOGIES INC16.0K shares45.46%2026-03-312026-04-24

CMPS COMPASS PATHWAYS PLC15.0K shares0.00%2026-03-312026-04-24

AGG

ISHARES TR

13.48%

Shares536.3K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

12.41%

Shares771.5K

Event2026-03-31

Filed2026-04-24

ISHARES GOLD TR

3.06%

Shares483.8K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-30.73%

Shares70.5K

Event2026-03-31

Filed2026-04-24

PYLD

PIMCO ETF TR

32.61%

Shares1.5M

Event2026-03-31

Filed2026-04-24

SPTS

SPDR SERIES TRUST

11.52%

Shares1.3M

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

1031.30%

Shares179.2K

Event2026-03-31

Filed2026-04-24

AVUV

AMERICAN CENTY ETF TR

4.48%

Shares274.7K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

1663.92%

Shares57.8K

Event2026-03-31

Filed2026-04-24

IBIT

ISHARES BITCOIN TRUST ETF

10.86%

Shares658.9K

Event2026-03-31

Filed2026-04-24

XLE

SELECT SECTOR SPDR TR

5050.84%

Shares342.1K

Event2026-03-31

Filed2026-04-24

FIRST MAJESTIC SILVER CORP

-1.73%

Shares899.8K

Event2026-03-31

Filed2026-04-24

OIH

VANECK ETF TRUST

New

Shares46.7K

Event2026-03-31

Filed2026-04-24

XBIL

RBB FD INC

-36.49%

Shares353.4K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

-0.82%

Shares27.8K

Event2026-03-31

Filed2026-04-24

FRONTLINE PLC

New

Shares386.3K

Event2026-03-31

Filed2026-04-24

URNM

SPROTT FDS TR

New

Shares209.9K

Event2026-03-31

Filed2026-04-24

PPA

INVESCO EXCHANGE TRADED FD T

New

Shares79.8K

Event2026-03-31

Filed2026-04-24

INSW

INTERNATIONAL SEAWAYS INC

New

Shares180.4K

Event2026-03-31

Filed2026-04-24

DHT

DHT HOLDINGS INC

New

Shares718.3K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-11.52%

Shares43.8K

Event2026-03-31

Filed2026-04-24

BIL

SPDR SERIES TRUST

-65.96%

Shares99.9K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-86.17%

Shares19.1K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-78.15%

Shares11.4K

Event2026-03-31

Filed2026-04-24

OBIL

RBB FD INC

49.31%

Shares92.2K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-3.57%

Shares14.9K

Event2026-03-31

Filed2026-04-24

MSTR

STRATEGY INC

-9.81%

Shares34.1K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

-44.18%

Shares51.2K

Event2026-03-31

Filed2026-04-24

MAR

MARRIOTT INTL INC NEW

-0.03%

Shares11.9K

Event2026-03-31

Filed2026-04-24

FOCT

FIRST TR EXCHNG TRADED FD VI

-0.74%

Shares70.9K

Event2026-03-31

Filed2026-04-24

LMT

LOCKHEED MARTIN CORP

0.00%

Shares5.5K

Event2026-03-31

Filed2026-04-24

AVUS

AMERICAN CENTY ETF TR

-83.08%

Shares26.9K

Event2026-03-31

Filed2026-04-24