Sponsored

The Analysis of Alaethes Wealth, LLC's Holdings & P&L

Currently, Alaethes Wealth, LLC holds 114 types of securities in its portfolio with a total value $346.7M. In the most recent quarter, they have increased their positions in KMI (+96.6K shares, valued at $3.2M), EQNR (+38.0K shares, valued at $1.6M), SRE (+15.8K shares, valued at $1.5M); decreased their positions in SUB (-16.5K shares, valued at $1.8M), SPY (-2.2K shares, valued at $1.4M), WM (-481 shares, valued at $110.5K); initiated new positions in KMI (+96.6K shares, valued at $3.2M), EQNR (+38.0K shares, valued at $1.6M), BAC (+30.1K shares, valued at $1.5M).

1M P&L

+11.5M+3.71%

3M P&L

+7.8M+2.50%

HY P&L

+16.1M+5.26%

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/A114.9M

36.6%

2Software - Infrastructure22.5M

7.2%

3Semiconductors19.0M

6.0%

Top Industries by Stock Count

1N/A21 stocks

20.4%

2Software - Infrastructure6 stocks

5.8%

3Software - Application5 stocks

4.9%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VGIT VANGUARD SCOTTSDALE FDS601.9K shares1.91%2026-03-312026-05-12

VCRB VANGUARD MALVERN FDS413.1K shares1.48%2026-03-312026-05-12

AAPL APPLE INC52.7K shares-0.49%2026-03-312026-05-12

NVDA NVIDIA CORPORATION70.0K shares0.67%2026-03-312026-05-12

CLIP GLOBAL X FDS105.8K shares0.16%2026-03-312026-05-12

ALPHABET INC ALPHABET INC31.4K shares-1.09%2026-03-312026-05-12

AMZN AMAZON COM INC42.2K shares0.86%2026-03-312026-05-12

GLD SPDR GOLD TR19.3K shares-0.65%2026-03-312026-05-12

Sponsored

MSFT MICROSOFT CORP20.9K shares0.99%2026-03-312026-05-12

BROADCOM INC BROADCOM INC24.2K shares0.04%2026-03-312026-05-12

SUB ISHARES TR69.9K shares-19.10%2026-03-312026-05-12

VTEB VANGUARD MUN BD FDS124.3K shares-1.46%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MANUFAC17.9K shares-0.34%2026-03-312026-05-12

ASML ASML HLDG NV4.0K shares-0.47%2026-03-312026-05-12

XOM EXXON MOBIL CORP31.0K shares11.71%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC42.8K shares0.02%2026-03-312026-05-12

Sponsored

AMAT APPLIED MATLS INC14.4K shares-0.08%2026-03-312026-05-12

META META PLATFORMS INC7.7K shares1.21%2026-03-312026-05-12

WMB WILLIAMS COS INC54.9K shares17.06%2026-03-312026-05-12

LLY ELI LILLY & CO4.3K shares-0.12%2026-03-312026-05-12

CAT CATERPILLAR INC5.4K shares-0.73%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO13.1K shares1.05%2026-03-312026-05-12

IVV ISHARES TR5.8K shares0.50%2026-03-312026-05-12

CVX CHEVRON CORPORATION17.7K shares20.03%2026-03-312026-05-12

Sponsored

ISHARES GOLD TR ISHARES GOLD TR40.0K shares1.02%2026-03-312026-05-12

MS MORGAN STANLEY20.6K shares-0.04%2026-03-312026-05-12

KMI KINDER MORGAN INC DEL96.6K sharesnew addition2026-03-312026-05-12

LNG CHENIERE ENERGY INC11.3K shares28.11%2026-03-312026-05-12

CBOE CBOE GLOBAL MKTS INC10.7K shares0.32%2026-03-312026-05-12

PANW PALO ALTO NETWORKS INC18.3K shares4.84%2026-03-312026-05-12

CB CHUBB LTD SWITZ8.7K shares0.23%2026-03-312026-05-12

V VISA INC9.3K shares0.62%2026-03-312026-05-12

Sponsored

CRWD CROWDSTRIKE HLDGS INC7.2K shares0.96%2026-03-312026-05-12

KR KROGER CO38.2K shares0.62%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC2.4K shares1.62%2026-03-312026-05-12

UBS UBS GROUP AG69.8K shares0.17%2026-03-312026-05-12

CME CME GROUP INC9.1K shares0.42%2026-03-312026-05-12

DE DEERE & CO4.7K shares0.32%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC16.0K shares0.02%2026-03-312026-05-12

NEE NEXTERA ENERGY INC28.4K shares0.39%2026-03-312026-05-12

Sponsored

TMUS T-MOBILE US INC12.3K shares1.77%2026-03-312026-05-12

BTI BRITISH AMERN TOB PLC43.3K shares10.41%2026-03-312026-05-12

HII HUNTINGTON INGALLS INDS INC6.6K shares-0.05%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC5.2K shares0.52%2026-03-312026-05-12

SO SOUTHERN CO23.6K shares3.17%2026-03-312026-05-12

LHX L3HARRIS TECHNOLOGIES INC6.6K shares0.05%2026-03-312026-05-12

SRE SEMPRA22.7K shares228.28%2026-03-312026-05-12

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW16.8K shares0.58%2026-03-312026-05-12

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares1.35%2026-03-312026-05-12

SPY STATE STR SPDR S&P 500 ETF T3.3K shares-40.22%2026-03-312026-05-12

ABBV ABBVIE INC9.7K shares-1.54%2026-03-312026-05-12

ORCL ORACLE CORP14.0K shares2.36%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC5.7K shares0.30%2026-03-312026-05-12

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP5.8K shares0.33%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC39.9K shares21.50%2026-03-312026-05-12

SPGI S&P GLOBAL INC4.6K shares-0.02%2026-03-312026-05-12

Sponsored

ALPHABET INC ALPHABET INC6.7K shares-2.13%2026-03-312026-05-12

SAP SAP SE11.1K shares1.17%2026-03-312026-05-12

TM TOYOTA MOTOR CORP9.1K shares0.32%2026-03-312026-05-12

T AT&T INC64.9K shares23.96%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares14.87%2026-03-312026-05-12

UNP UNION PAC CORP7.6K shares0.58%2026-03-312026-05-12

SPOT SPOTIFY TECHNOLOGY S A3.8K shares1.61%2026-03-312026-05-12

PGR PROGRESSIVE CORP9.1K shares7.09%2026-03-312026-05-12

Sponsored

DASH DOORDASH INC11.8K shares0.96%2026-03-312026-05-12

VRTX VERTEX PHARMACEUTICALS INC3.9K shares4.28%2026-03-312026-05-12

NFLX NETFLIX INC.17.7K shares-0.42%2026-03-312026-05-12

MCK MCKESSON CORP1.9K shares424.59%2026-03-312026-05-12

D DOMINION ENERGY INC26.5K shares4.54%2026-03-312026-05-12

SYK STRYKER CORPORATION4.9K shares0.62%2026-03-312026-05-12

EQNR EQUINOR ASA38.0K sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR2.7K shares-1.03%2026-03-312026-05-12

Sponsored

UBER UBER TECHNOLOGIES INC20.6K shares8.24%2026-03-312026-05-12

BAC BANK AMERICA CORP30.1K sharesnew addition2026-03-312026-05-12

AXP AMERICAN EXPRESS CO4.8K shares1.35%2026-03-312026-05-12

VICI VICI PPTYS INC52.1K shares2.46%2026-03-312026-05-12

ZS ZSCALER INC9.0K shares4.71%2026-03-312026-05-12

AXON AXON ENTERPRISE INC2.9K shares9.86%2026-03-312026-05-12

BSX BOSTON SCIENTIFIC CORP16.1K shares2.42%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS14.5K shares10.59%2026-03-312026-05-12

Sponsored

TOTL SSGA ACTIVE ETF TR20.2K shares53.29%2026-03-312026-05-12

XBI SPDR SERIES TRUST5.1K shares0.00%2026-03-312026-05-12

VUG VANGUARD INDEX FDS1.3K shares-0.82%2026-03-312026-05-12

VCSH VANGUARD SCOTTSDALE FDS7.1K shares0.00%2026-03-312026-05-12

COST COSTCO WHOLESALE CORPORATION561 shares0.00%2026-03-312026-05-12

VGSH VANGUARD SCOTTSDALE FDS9.4K shares0.00%2026-03-312026-05-12

ADBE ADOBE INC2.2K shares-3.54%2026-03-312026-05-12

HD HOME DEPOT INC1.6K shares1.50%2026-03-312026-05-12

Sponsored

WMT WALMART INC4.1K shares-2.80%2026-03-312026-05-12

WM WASTE MGMT INC DEL2.1K shares-18.69%2026-03-312026-05-12

SGOV ISHARES TR4.5K shares-15.09%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR3.3K shares-12.13%2026-03-312026-05-12

SBUX STARBUCKS CORP4.7K shares-2.68%2026-03-312026-05-12

ITOT ISHARES TR2.8K shares0.00%2026-03-312026-05-12

CSCO CISCO SYS INC4.9K shares0.00%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC3.1K shares3.57%2026-03-312026-05-12

Sponsored

MCD MCDONALDS CORP1.1K shares-0.28%2026-03-312026-05-12

MPC MARATHON PETE CORP1.3K shares0.00%2026-03-312026-05-12

MU MICRON TECHNOLOGY INC895 shares0.00%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON1.2K shares-0.17%2026-03-312026-05-12

IWR ISHARES TR2.7K shares4.58%2026-03-312026-05-12

VRP INVESCO EXCH TRADED FD TR II10.9K shares0.00%2026-03-312026-05-12

IVOO VANGUARD ADMIRAL FDS INC2.2K shares2.82%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP1.2K shares-13.91%2026-03-312026-05-12

Sponsored

FITB FIFTH THIRD BANCORP5.3K shares5.94%2026-03-312026-05-12

NOC NORTHROP GRUMMAN CORP347 sharesnew addition2026-03-312026-05-12

VTV VANGUARD INDEX FDS1.2K sharesnew addition2026-03-312026-05-12

CGW INVESCO EXCH TRADED FD TR II3.5K shares0.00%2026-03-312026-05-12

TSLA TESLA INC596 shares-29.05%2026-03-312026-05-12

TFC TRUIST FINL CORP4.7K shares0.00%2026-03-312026-05-12

ALL ALLSTATE CORP1.0K shares0.00%2026-03-312026-05-12

PG PROCTER & GAMBLE CO1.4K sharesnew addition2026-03-312026-05-12

Sponsored

QCOM QUALCOMM INC1.6K shares3.80%2026-03-312026-05-12

NSC NORFOLK SOUTHN CORP708 shares0.00%2026-03-312026-05-12

VGIT

VANGUARD SCOTTSDALE FDS

1.91%

Shares601.9K

Event2026-03-31

Filed2026-05-12

VCRB

VANGUARD MALVERN FDS

1.48%

Shares413.1K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.49%

Shares52.7K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

0.67%

Shares70.0K

Event2026-03-31

Filed2026-05-12

CLIP

GLOBAL X FDS

0.16%

Shares105.8K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-1.09%

Shares31.4K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

0.86%

Shares42.2K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

-0.65%

Shares19.3K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

0.99%

Shares20.9K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

0.04%

Shares24.2K

Event2026-03-31

Filed2026-05-12

SUB

ISHARES TR

-19.10%

Shares69.9K

Event2026-03-31

Filed2026-05-12

VTEB

VANGUARD MUN BD FDS

-1.46%

Shares124.3K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-0.34%

Shares17.9K

Event2026-03-31

Filed2026-05-12

ASML

ASML HLDG NV

-0.47%

Shares4.0K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

11.71%

Shares31.0K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

0.02%

Shares42.8K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-0.08%

Shares14.4K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

1.21%

Shares7.7K

Event2026-03-31

Filed2026-05-12

WMB

WILLIAMS COS INC

17.06%

Shares54.9K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

-0.12%

Shares4.3K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

-0.73%

Shares5.4K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.05%

Shares13.1K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

0.50%

Shares5.8K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORPORATION

20.03%

Shares17.7K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

1.02%

Shares40.0K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-0.04%

Shares20.6K

Event2026-03-31

Filed2026-05-12

KMI

KINDER MORGAN INC DEL

New

Shares96.6K

Event2026-03-31

Filed2026-05-12

LNG

CHENIERE ENERGY INC

28.11%

Shares11.3K

Event2026-03-31

Filed2026-05-12

CBOE

CBOE GLOBAL MKTS INC

0.32%

Shares10.7K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

4.84%

Shares18.3K

Event2026-03-31

Filed2026-05-12

CHUBB LTD SWITZ

0.23%

Shares8.7K

Event2026-03-31

Filed2026-05-12

VISA INC

0.62%

Shares9.3K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

0.96%

Shares7.2K

Event2026-03-31

Filed2026-05-12

KROGER CO

0.62%

Shares38.2K

Event2026-03-31

Filed2026-05-12

TDG

TRANSDIGM GROUP INC

1.62%

Shares2.4K

Event2026-03-31

Filed2026-05-12

UBS

UBS GROUP AG

0.17%

Shares69.8K

Event2026-03-31

Filed2026-05-12

CME

CME GROUP INC

0.42%

Shares9.1K

Event2026-03-31

Filed2026-05-12

DEERE & CO

0.32%

Shares4.7K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

0.02%

Shares16.0K

Event2026-03-31

Filed2026-05-12

NEE

NEXTERA ENERGY INC

0.39%

Shares28.4K

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC

1.77%

Shares12.3K

Event2026-03-31

Filed2026-05-12

BTI

BRITISH AMERN TOB PLC

10.41%

Shares43.3K

Event2026-03-31

Filed2026-05-12

HII

HUNTINGTON INGALLS INDS INC

-0.05%

Shares6.6K

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

0.52%

Shares5.2K

Event2026-03-31

Filed2026-05-12

SOUTHERN CO

3.17%

Shares23.6K

Event2026-03-31

Filed2026-05-12

LHX

L3HARRIS TECHNOLOGIES INC

0.05%

Shares6.6K

Event2026-03-31

Filed2026-05-12

SRE

SEMPRA

228.28%

Shares22.7K

Event2026-03-31

Filed2026-05-12

DUKE ENERGY CORP NEW

0.58%

Shares16.8K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

1.35%

Shares3.7K

Event2026-03-31

Filed2026-05-12

SPY

STATE STR SPDR S&P 500 ETF T

-40.22%

Shares3.3K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

-1.54%

Shares9.7K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

2.36%

Shares14.0K

Event2026-03-31

Filed2026-05-12

ROK

ROCKWELL AUTOMATION INC

0.30%

Shares5.7K

Event2026-03-31

Filed2026-05-12

GENERAL DYNAMICS CORP

0.33%

Shares5.8K

Event2026-03-31

Filed2026-05-12

VERIZON COMMUNICATIONS INC

21.50%

Shares39.9K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

-0.02%

Shares4.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

-2.13%

Shares6.7K

Event2026-03-31

Filed2026-05-12

SAP

SAP SE

1.17%

Shares11.1K

Event2026-03-31

Filed2026-05-12

TOYOTA MOTOR CORP

0.32%

Shares9.1K

Event2026-03-31

Filed2026-05-12

AT&T INC

23.96%

Shares64.9K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

14.87%

Shares3.9K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

0.58%

Shares7.6K

Event2026-03-31

Filed2026-05-12

SPOT

SPOTIFY TECHNOLOGY S A

1.61%

Shares3.8K

Event2026-03-31

Filed2026-05-12

PGR

PROGRESSIVE CORP

7.09%

Shares9.1K

Event2026-03-31

Filed2026-05-12

DASH

DOORDASH INC

0.96%

Shares11.8K

Event2026-03-31

Filed2026-05-12

VRTX

VERTEX PHARMACEUTICALS INC

4.28%

Shares3.9K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC.

-0.42%

Shares17.7K

Event2026-03-31

Filed2026-05-12

MCK

MCKESSON CORP

424.59%

Shares1.9K

Event2026-03-31

Filed2026-05-12

DOMINION ENERGY INC

4.54%

Shares26.5K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

0.62%

Shares4.9K

Event2026-03-31

Filed2026-05-12

EQNR

EQUINOR ASA

New

Shares38.0K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-1.03%

Shares2.7K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

8.24%

Shares20.6K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

New

Shares30.1K

Event2026-03-31

Filed2026-05-12

AXP

AMERICAN EXPRESS CO

1.35%

Shares4.8K

Event2026-03-31

Filed2026-05-12

VICI

VICI PPTYS INC

2.46%

Shares52.1K

Event2026-03-31

Filed2026-05-12

ZSCALER INC

4.71%

Shares9.0K

Event2026-03-31

Filed2026-05-12

AXON

AXON ENTERPRISE INC

9.86%

Shares2.9K

Event2026-03-31

Filed2026-05-12

BSX

BOSTON SCIENTIFIC CORP

2.42%

Shares16.1K

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

10.59%

Shares14.5K

Event2026-03-31

Filed2026-05-12

TOTL

SSGA ACTIVE ETF TR

53.29%

Shares20.2K

Event2026-03-31

Filed2026-05-12

XBI

SPDR SERIES TRUST

0.00%

Shares5.1K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-0.82%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VCSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares7.1K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares561

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

-3.54%

Shares2.2K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

1.50%

Shares1.6K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-2.80%

Shares4.1K

Event2026-03-31

Filed2026-05-12

WASTE MGMT INC DEL

-18.69%

Shares2.1K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR

-15.09%

Shares4.5K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

-12.13%

Shares3.3K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

-2.68%

Shares4.7K

Event2026-03-31

Filed2026-05-12

ITOT

ISHARES TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

0.00%

Shares4.9K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

3.57%

Shares3.1K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

-0.28%

Shares1.1K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

0.00%

Shares895

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

-0.17%

Shares1.2K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

4.58%

Shares2.7K

Event2026-03-31

Filed2026-05-12

VRP

INVESCO EXCH TRADED FD TR II

0.00%

Shares10.9K

Event2026-03-31

Filed2026-05-12

IVOO

VANGUARD ADMIRAL FDS INC

2.82%

Shares2.2K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-13.91%

Shares1.2K

Event2026-03-31

Filed2026-05-12

FITB

FIFTH THIRD BANCORP

5.94%

Shares5.3K

Event2026-03-31

Filed2026-05-12

NOC

NORTHROP GRUMMAN CORP

New

Shares347

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

New

Shares1.2K

Event2026-03-31

Filed2026-05-12

CGW

INVESCO EXCH TRADED FD TR II

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

-29.05%

Shares596

Event2026-03-31

Filed2026-05-12

TFC

TRUIST FINL CORP

0.00%

Shares4.7K

Event2026-03-31

Filed2026-05-12

ALL

ALLSTATE CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-12

PROCTER & GAMBLE CO

New

Shares1.4K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

3.80%

Shares1.6K

Event2026-03-31

Filed2026-05-12

NSC

NORFOLK SOUTHN CORP

0.00%

Shares708

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR1.5K sharesnew addition2026-03-312026-05-12

ISHARES TR Put PutISHARES TR2.5K sharesnew addition2026-03-312026-05-12

SELECT SECTOR SPDR TR Put PutSELECT SECTOR SPDR TR10.0K sharesnew addition2026-03-312026-05-12

CARVANA CO Put PutCARVANA CO1.0K sharesnew addition2026-03-312026-05-12

TESLA INC Put PutTESLA INC1.0K sharesnew addition2026-03-312026-05-12

PALANTIR TECHNOLOGIES INC Put PutPALANTIR TECHNOLOGIES INC2.5K sharesnew addition2026-03-312026-05-12

MICRON TECHNOLOGY INC Put PutMICRON TECHNOLOGY INC1.0K sharesnew addition2026-03-312026-05-12

ISHARES TR Put PutISHARES TR1.0K sharesnew addition2026-03-312026-05-12

ETF SER SOLUTIONS Put PutETF SER SOLUTIONS10.0K sharesnew addition2026-03-312026-05-12

ISHARES INC Put PutISHARES INC2.0K sharesnew addition2026-03-312026-05-12

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares1.5K

Event2026-03-31

Filed2026-05-12

ISHARES TR Put

ISHARES TR

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

SELECT SECTOR SPDR TR Put

SELECT SECTOR SPDR TR

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

CARVANA CO Put

CARVANA CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

TESLA INC Put

TESLA INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

PALANTIR TECHNOLOGIES INC Put

PALANTIR TECHNOLOGIES INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC Put

MICRON TECHNOLOGY INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

ISHARES TR Put

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-12

ETF SER SOLUTIONS Put

ETF SER SOLUTIONS

New

Shares10.0K

Event2026-03-31

Filed2026-05-12

ISHARES INC Put

ISHARES INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-12