The Analysis of Allen Investment Management, LLC's Holdings & P&L


Currently, Allen Investment Management, LLC holds 221 types of securities in its portfolio with a total value $8.1B. In the most recent quarter, they have increased their positions in N/A (+174.6K shares, valued at $50.1M), BA (+224.8K shares, valued at $44.7M), VWO (+762.9K shares, valued at $41.2M); decreased their positions in AMZN (-191.0K shares, valued at $39.8M), UBER (-486.1K shares, valued at $35.0M), ITOT (-243.5K shares, valued at $34.7M); initiated new positions in MU (+64.2K shares, valued at $21.7M), XLU (+251.8K shares, valued at $11.6M), EUAD (+152.8K shares, valued at $6.2M).


1M P&L
+89.6M+1.25%
3M P&L
+419.9M+6.13%
HY P&L
+409.5M+5.97%

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/A1.5B
22.3%
2Internet Retail711.5M
10.7%
3Financial Data & Stock Exchanges619.9M
9.3%

Top Industries by Stock Count

1N/A73 stocks
36.3%
2Software - Infrastructure7 stocks
3.5%
3Semiconductors7 stocks
3.5%
Stock Holdings
AMZN
3M CO
-6.93%
Shares2.6M
Event2026-03-31
Filed2026-05-07
SCHW
ABBOTT LABORATORIES
-4.58%
Shares5.3M
Event2026-03-31
Filed2026-05-07
MSFT
ABBVIE INC
-6.81%
Shares1.1M
Event2026-03-31
Filed2026-05-07
META
ACUITY INC
-4.79%
Shares704.2K
Event2026-03-31
Filed2026-05-07
ADVANCED MICRO DEVICES INC
ADVANCED MICRO DEVICES INC
17.25%
Shares1.2M
Event2026-03-31
Filed2026-05-07
GEV
AFFIRM HLDGS INC
-2.77%
Shares388.4K
Event2026-03-31
Filed2026-05-07
V
AIRBNB INC
-4.33%
Shares1.1M
Event2026-03-31
Filed2026-05-07
MCO
ALIBABA GROUP HLDG LTD
-2.52%
Shares701.8K
Event2026-03-31
Filed2026-05-07
UNH
ALICO INC
-4.56%
Shares1.1M
Event2026-03-31
Filed2026-05-07
SPGI
ALLSTATE CORP
-4.84%
Shares670.6K
Event2026-03-31
Filed2026-05-07
ALPHABET INC
ALPHABET INC
-8.29%
Shares2.2M
Event2026-03-31
Filed2026-05-07
BA
ALPHABET INC
23.21%
Shares1.2M
Event2026-03-31
Filed2026-05-07
GLD
ALPS ETF TR
3.89%
Shares498.5K
Event2026-03-31
Filed2026-05-07
ALTRIA GROUP INC
ALTRIA GROUP INC
6.78%
Shares4.0M
Event2026-03-31
Filed2026-05-07
VTI
AMAZON COM INC
-0.58%
Shares594.7K
Event2026-03-31
Filed2026-05-07
AMERICAN EXPRESS CO
AMERICAN EXPRESS CO
6.54%
Shares315.5K
Event2026-03-31
Filed2026-05-07
AMGEN INC
AMGEN INC
-0.34%
Shares257.6K
Event2026-03-31
Filed2026-05-07
XLE
AMPHENOL CORP
11.00%
Shares2.4M
Event2026-03-31
Filed2026-05-07
SPY
APOLLO GLOBAL MGMT INC
0.83%
Shares185.3K
Event2026-03-31
Filed2026-05-07
NVDA
APPLE INC
-12.15%
Shares689.6K
Event2026-03-31
Filed2026-05-07
TSM
APPLIED MATLS INC
25.73%
Shares337.2K
Event2026-03-31
Filed2026-05-07
VEA
APPLOVIN CORP
32.58%
Shares1.8M
Event2026-03-31
Filed2026-05-07
ARES CAPITAL CORP
ARES CAPITAL CORP
-16.45%
Shares300.2K
Event2026-03-31
Filed2026-05-07
VXUS
ARISTA NETWORKS INC
39.19%
Shares1.2M
Event2026-03-31
Filed2026-05-07
ASML
ASML HLDG NV
-17.64%
Shares62.9K
Event2026-03-31
Filed2026-05-07
AAPL
ASTERA LABS INC
-0.09%
Shares314.7K
Event2026-03-31
Filed2026-05-07
MELI
AURORA INNOVATION INC
1.40%
Shares44.3K
Event2026-03-31
Filed2026-05-07
NET
BANK AMERICA CORP
-26.05%
Shares343.0K
Event2026-03-31
Filed2026-05-07
CRWD
BERKSHIRE HATHAWAY INC DEL
-17.78%
Shares173.8K
Event2026-03-31
Filed2026-05-07
SHOP
BERKSHIRE HATHAWAY INC DEL
-18.32%
Shares561.1K
Event2026-03-31
Filed2026-05-07
NOW
BLACKROCK INC
-20.51%
Shares628.6K
Event2026-03-31
Filed2026-05-07
NU
BLACKSTONE INC
2.65%
Shares4.2M
Event2026-03-31
Filed2026-05-07
W
BLACKSTONE SECD LENDING FD
0.00%
Shares749.3K
Event2026-03-31
Filed2026-05-07
ARCC
BLUE OWL CAPITAL CORPORATION
-15.81%
Shares2.6M
Event2026-03-31
Filed2026-05-07
JPM
BOEING CO
-1.01%
Shares155.6K
Event2026-03-31
Filed2026-05-07
BROADCOM INC
BROADCOM INC
63.35%
Shares232.7K
Event2026-03-31
Filed2026-05-07
GBDC
BROOKFIELD ASSET MANAGMT LTD
-17.30%
Shares3.4M
Event2026-03-31
Filed2026-05-07
VWO
BROOKFIELD CORP
3502.70%
Shares784.7K
Event2026-03-31
Filed2026-05-07
IXUS
CAMECO CORP
22.71%
Shares476.5K
Event2026-03-31
Filed2026-05-07
AMD
CANADIAN NATL RY CO
1.92%
Shares190.1K
Event2026-03-31
Filed2026-05-07
VCSH
CANADIAN PACIFIC KANSAS CITY
-2.66%
Shares480.9K
Event2026-03-31
Filed2026-05-07
ITOT
CARGURUS INC
-49.78%
Shares245.6K
Event2026-03-31
Filed2026-05-07
IBIT
CASEYS GEN STORES INC
-0.41%
Shares892.3K
Event2026-03-31
Filed2026-05-07
VTEB
CATERPILLAR INC
0.00%
Shares673.3K
Event2026-03-31
Filed2026-05-07
CISCO SYS INC
CISCO SYS INC
-9.45%
Shares286.1K
Event2026-03-31
Filed2026-05-07
VCIT
CLOUDFLARE INC
-8.28%
Shares395.2K
Event2026-03-31
Filed2026-05-07
CPNG
COCA COLA CO
-12.99%
Shares1.6M
Event2026-03-31
Filed2026-05-07
IEFA
COCA-COLA EUROPACIFIC PARTNE
0.07%
Shares341.2K
Event2026-03-31
Filed2026-05-07
COINBASE GLOBAL INC
COINBASE GLOBAL INC
31.00%
Shares325.4K
Event2026-03-31
Filed2026-05-07
UBER
CONOCOPHILLIPS
-53.77%
Shares418.0K
Event2026-03-31
Filed2026-05-07
PANW
COSTCO WHOLESALE CORPORATION
-2.92%
Shares179.4K
Event2026-03-31
Filed2026-05-07
COIN
COUPANG INC
8.72%
Shares163.0K
Event2026-03-31
Filed2026-05-07
JNJ
CROWDSTRIKE HLDGS INC
-3.10%
Shares115.2K
Event2026-03-31
Filed2026-05-07
IWB
D R HORTON INC
-4.88%
Shares74.0K
Event2026-03-31
Filed2026-05-07
DANAHER CORP DEL
DANAHER CORP DEL
-25.22%
Shares54.5K
Event2026-03-31
Filed2026-05-07
TSLX
DBX ETF TR
-10.53%
Shares1.4M
Event2026-03-31
Filed2026-05-07
VIG
DEERE & CO
10.08%
Shares116.3K
Event2026-03-31
Filed2026-05-07
VYM
DONALDSON INC
61.31%
Shares164.2K
Event2026-03-31
Filed2026-05-07
ACWI
DOVER CORP
4.78%
Shares166.1K
Event2026-03-31
Filed2026-05-07
EASTGROUP PPTYS INC
EASTGROUP PPTYS INC
4.78%
Shares78.7K
Event2026-03-31
Filed2026-05-07
WMT
ELEVANCE HEALTH INC FORMERLY
1.35%
Shares178.6K
Event2026-03-31
Filed2026-05-07
MU
ELI LILLY & CO
New
Shares64.2K
Event2026-03-31
Filed2026-05-07
EWJ
ENTERPRISE PRODS PARTNERS L
50.84%
Shares228.4K
Event2026-03-31
Filed2026-05-07
HDEF
EPAM SYS INC
0.00%
Shares596.3K
Event2026-03-31
Filed2026-05-07
KO
EXXON MOBIL CORP
0.13%
Shares237.2K
Event2026-03-31
Filed2026-05-07
PWR
GALLAGHER ARTHUR J & CO
-0.93%
Shares31.7K
Event2026-03-31
Filed2026-05-07
VGSH
GE AEROSPACE
0.00%
Shares281.8K
Event2026-03-31
Filed2026-05-07
MA
GE VERNOVA INC
-0.84%
Shares32.0K
Event2026-03-31
Filed2026-05-07
BXSL
GENERAL DYNAMICS CORP
-11.90%
Shares666.3K
Event2026-03-31
Filed2026-05-07
PLTR
GILEAD SCIENCES INC
-0.06%
Shares99.7K
Event2026-03-31
Filed2026-05-07
SE
GOLDMAN SACHS GROUP INC
2.88%
Shares158.2K
Event2026-03-31
Filed2026-05-07
IWV
GOLUB CAP BDC INC
0.00%
Shares35.1K
Event2026-03-31
Filed2026-05-07
IWF
HERSHEY CO
6.47%
Shares28.8K
Event2026-03-31
Filed2026-05-07
RBLX
HOME DEPOT INC
2.21%
Shares216.9K
Event2026-03-31
Filed2026-05-07
HONEYWELL INTL INC
HONEYWELL INTL INC
0.00%
Shares34.5K
Event2026-03-31
Filed2026-05-07
VFH
HUMANA INC
0.00%
Shares95.9K
Event2026-03-31
Filed2026-05-07
XLU
IAC INC
New
Shares251.8K
Event2026-03-31
Filed2026-05-07
DVY
INTERNATIONAL BUSINESS MACHS
0.00%
Shares73.0K
Event2026-03-31
Filed2026-05-07
DES
INVESCO EXCH TRADED FD TR II
0.00%
Shares293.5K
Event2026-03-31
Filed2026-05-07
PG
INVESCO EXCHANGE TRADED FD T
0.10%
Shares69.8K
Event2026-03-31
Filed2026-05-07
OBDC
INVESCO EXCHANGE TRADED FD T
0.00%
Shares906.2K
Event2026-03-31
Filed2026-05-07
WDAY
INVESCO QQQ TR
-0.56%
Shares72.2K
Event2026-03-31
Filed2026-05-07
CARG
IRON MTN INC DEL
0.00%
Shares268.8K
Event2026-03-31
Filed2026-05-07
SPSB
ISHARES BITCOIN TRUST ETF
23.01%
Shares301.0K
Event2026-03-31
Filed2026-05-07
LLY
ISHARES INC
0.63%
Shares8.6K
Event2026-03-31
Filed2026-05-07
ISHARES TR
ISHARES TR
-6.02%
Shares60.0K
Event2026-03-31
Filed2026-05-07
BRK.A
ISHARES TR
0.00%
Shares10
Event2026-03-31
Filed2026-05-07
HD
ISHARES TR
0.78%
Shares21.5K
Event2026-03-31
Filed2026-05-07
MCD
ISHARES TR
0.00%
Shares22.5K
Event2026-03-31
Filed2026-05-07
IJR
ISHARES TR
0.72%
Shares55.9K
Event2026-03-31
Filed2026-05-07
EUAD
ISHARES TR
New
Shares152.8K
Event2026-03-31
Filed2026-05-07
LOW
ISHARES TR
-30.63%
Shares25.0K
Event2026-03-31
Filed2026-05-07
QQQM
ISHARES TR
87.40%
Shares23.6K
Event2026-03-31
Filed2026-05-07
COST
ISHARES TR
0.11%
Shares5.5K
Event2026-03-31
Filed2026-05-07
AFRM
ISHARES TR
0.00%
Shares116.7K
Event2026-03-31
Filed2026-05-07
MDLZ
ISHARES TR
0.00%
Shares88.9K
Event2026-03-31
Filed2026-05-07
CRM
ISHARES TR
60.05%
Shares26.7K
Event2026-03-31
Filed2026-05-07
ISHARES TR
ISHARES TR
0.00%
Shares59.3K
Event2026-03-31
Filed2026-05-07
IWD
ISHARES TR
33.54%
Shares20.3K
Event2026-03-31
Filed2026-05-07
AUR
ISHARES TR
0.00%
Shares1.0M
Event2026-03-31
Filed2026-05-07
EEM
ISHARES TR
41.76%
Shares73.9K
Event2026-03-31
Filed2026-05-07
IVV
ISHARES TR
4.46%
Shares6.3K
Event2026-03-31
Filed2026-05-07
VEU
ISHARES TR
93.07%
Shares54.6K
Event2026-03-31
Filed2026-05-07
HDV
ISHARES TR
0.00%
Shares29.2K
Event2026-03-31
Filed2026-05-07
VUG
ISHARES TR
0.28%
Shares8.8K
Event2026-03-31
Filed2026-05-07
ABNB
ISHARES TR
0.00%
Shares30.5K
Event2026-03-31
Filed2026-05-07
EFA
ISHARES TR
0.00%
Shares39.4K
Event2026-03-31
Filed2026-05-07
CCJ
ISHARES TR
3.63%
Shares33.9K
Event2026-03-31
Filed2026-05-07
IBM
ISHARES TR
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-07
XLG
ISHARES TR
0.00%
Shares61.6K
Event2026-03-31
Filed2026-05-07
VBR
ISHARES TR
New
Shares15.2K
Event2026-03-31
Filed2026-05-07
MO
ISHARES TR
0.00%
Shares48.4K
Event2026-03-31
Filed2026-05-07
ABBV
ISHARES TR
0.54%
Shares14.1K
Event2026-03-31
Filed2026-05-07
IWR
ISHARES TR
0.00%
Shares31.0K
Event2026-03-31
Filed2026-05-07
BN
ISHARES TR
1.25%
Shares74.1K
Event2026-03-31
Filed2026-05-07
AYI
ISHARES TR
0.00%
Shares10.5K
Event2026-03-31
Filed2026-05-07
APP
ISHARES TR
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-07
XOM
ISHARES TR
-5.25%
Shares15.3K
Event2026-03-31
Filed2026-05-07
SYY
JOHNSON & JOHNSON
0.00%
Shares32.4K
Event2026-03-31
Filed2026-05-07
ACWX
JPMORGAN CHASE & CO
0.00%
Shares33.0K
Event2026-03-31
Filed2026-05-07
PRI
KKR & CO INC
0.00%
Shares8.5K
Event2026-03-31
Filed2026-05-07
CNI
KLA CORP
0.00%
Shares20.0K
Event2026-03-31
Filed2026-05-07
KLAC
LENNAR CORP
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-07
ORCL
LOCKHEED MARTIN CORP
2.43%
Shares13.5K
Event2026-03-31
Filed2026-05-07
MS
LOWES COS INC
1.19%
Shares11.7K
Event2026-03-31
Filed2026-05-07
IYW
MASTERCARD INCORPORATED
0.00%
Shares10.6K
Event2026-03-31
Filed2026-05-07
IYF
MCDONALDS CORP
0.00%
Shares15.8K
Event2026-03-31
Filed2026-05-07
URI
MERCADOLIBRE INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
SBUX
MERCK & CO INC
0.00%
Shares20.3K
Event2026-03-31
Filed2026-05-07
VOOV
META PLATFORMS INC
0.00%
Shares8.9K
Event2026-03-31
Filed2026-05-07
RJF
MICRON TECHNOLOGY INC
0.00%
Shares11.2K
Event2026-03-31
Filed2026-05-07
IWM
MICROSOFT CORP
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-07
BSV
MONDELEZ INTL INC
1.62%
Shares19.8K
Event2026-03-31
Filed2026-05-07
PM
MOODYS CORP
0.00%
Shares9.2K
Event2026-03-31
Filed2026-05-07
IYE
MORGAN STANLEY
0.00%
Shares23.6K
Event2026-03-31
Filed2026-05-07
ABT
NETFLIX INC.
-19.01%
Shares14.8K
Event2026-03-31
Filed2026-05-07
ORLY
NEXTERA ENERGY INC
-59.19%
Shares16.2K
Event2026-03-31
Filed2026-05-07
OEF
NIKE INC
0.00%
Shares4.7K
Event2026-03-31
Filed2026-05-07
NORFOLK SOUTHN CORP
NORFOLK SOUTHN CORP
-16.35%
Shares12.3K
Event2026-03-31
Filed2026-05-07
DCI
NU HLDGS LTD
0.00%
Shares16.0K
Event2026-03-31
Filed2026-05-07
CAT
NVIDIA CORPORATION
0.00%
Shares1.9K
Event2026-03-31
Filed2026-05-07
ELV
ORACLE CORP
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
DOV
OREILLY AUTOMOTIVE INC
-27.12%
Shares5.6K
Event2026-03-31
Filed2026-05-07
CSCO
PALANTIR TECHNOLOGIES INC
-0.22%
Shares15.1K
Event2026-03-31
Filed2026-05-07
PALO ALTO NETWORKS INC
PALO ALTO NETWORKS INC
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
UNP
PARKER-HANNIFIN CORP
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-07
DHI
PEPSICO INC
0.00%
Shares8.1K
Event2026-03-31
Filed2026-05-07
COP
PHILIP MORRIS INTL INC
0.00%
Shares8.4K
Event2026-03-31
Filed2026-05-07
NKE
PHILLIPS 66
0.00%
Shares20.5K
Event2026-03-31
Filed2026-05-07
AXP
PRIMERICA INC
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
WM
PROCTER & GAMBLE CO
1.55%
Shares4.3K
Event2026-03-31
Filed2026-05-07
HON
PROFESIONALLY MANAGED PORTFO
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-07
SNOW
PROGRESSIVE CORP
-96.67%
Shares6.4K
Event2026-03-31
Filed2026-05-07
DHR
QUALCOMM INC
-36.49%
Shares5.0K
Event2026-03-31
Filed2026-05-07
MMM
QUANTA SVCS INC
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-07
IYH
RAYMOND JAMES FINL INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-05-07
PGR
ROBLOX CORP
0.31%
Shares4.6K
Event2026-03-31
Filed2026-05-07
XLF
RTX CORPORATION
0.00%
Shares18.3K
Event2026-03-31
Filed2026-05-07
AMGN
S&P GLOBAL INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
SALESFORCE INC
SALESFORCE INC
-75.53%
Shares16.7K
Event2026-03-31
Filed2026-05-07
ALCO
SCHWAB CHARLES CORP
0.00%
Shares21.1K
Event2026-03-31
Filed2026-05-07
IYJ
SEA LTD
0.00%
Shares5.6K
Event2026-03-31
Filed2026-05-07
QCOM
SELECT SECTOR SPDR TR
2.08%
Shares6.1K
Event2026-03-31
Filed2026-05-07
LMT
SELECT SECTOR SPDR TR
2.11%
Shares1.3K
Event2026-03-31
Filed2026-05-07
NEE
SELECT SECTOR SPDR TR
2.46%
Shares8.3K
Event2026-03-31
Filed2026-05-07
IJK
SELECT SECTOR SPDR TR
0.00%
Shares7.6K
Event2026-03-31
Filed2026-05-07
IJT
SELECT SECTOR SPDR TR
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-07
TXN
SELECT SECTOR SPDR TR
4.95%
Shares3.7K
Event2026-03-31
Filed2026-05-07
EPD
SELECT SECTOR SPDR TR
0.00%
Shares19.0K
Event2026-03-31
Filed2026-05-07
TDG
SERVICENOW INC
New
Shares619
Event2026-03-31
Filed2026-05-07
ALL
SHOPIFY INC
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-07
AJG
SIXTH STREET SPECIALTY LENDI
0.62%
Shares3.3K
Event2026-03-31
Filed2026-05-07
IWP
SNOWFLAKE INC
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-07
GILD
SPDR GOLD TR
0.00%
Shares4.8K
Event2026-03-31
Filed2026-05-07
GS
SPDR SERIES TRUST
0.00%
Shares774
Event2026-03-31
Filed2026-05-07
EGP
SPINNAKER ETF SERIES
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
IYC
SPOTIFY TECHNOLOGY S A
0.00%
Shares6.3K
Event2026-03-31
Filed2026-05-07
PSX
STARBUCKS CORP
0.00%
Shares3.3K
Event2026-03-31
Filed2026-05-07
VNQ
STATE STR SPDR S&P 500 ETF T
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-07
XLV
SYSCO CORP
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
ALAB
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-07
IAC
TERAWULF INC
0.00%
Shares13.8K
Event2026-03-31
Filed2026-05-07
IWO
TESLA INC
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-07
BABA
TEXAS INSTRS INC
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-07
THERMO FISHER SCIENTIFIC INC
THERMO FISHER SCIENTIFIC INC
3.35%
Shares556
Event2026-03-31
Filed2026-05-07
BIV
TRANSDIGM GROUP INC
5.80%
Shares6.9K
Event2026-03-31
Filed2026-05-07
HSY
UBER TECHNOLOGIES INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
UNILEVER PLC
UNILEVER PLC
0.00%
Shares11.8K
Event2026-03-31
Filed2026-05-07
XLI
UNION PAC CORP
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-07
AMAT
UNITED RENTALS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-07
IGV
UNITEDHEALTH GROUP INC
New
Shares6.3K
Event2026-03-31
Filed2026-05-07
XLY
US BANCORP
0.00%
Shares4.6K
Event2026-03-31
Filed2026-05-07
XLP
VANGUARD ADMIRAL FDS INC
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-07
NFLX
VANGUARD BD INDEX FDS
-97.72%
Shares4.9K
Event2026-03-31
Filed2026-05-07
IWS
VANGUARD BD INDEX FDS
0.43%
Shares3.2K
Event2026-03-31
Filed2026-05-07
NSC
VANGUARD BD INDEX FDS
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
TSLA
VANGUARD BD INDEX FDS
4.65%
Shares1.2K
Event2026-03-31
Filed2026-05-07
VANGUARD INDEX FDS
VANGUARD INDEX FDS
0.00%
Shares7.0K
Event2026-03-31
Filed2026-05-07
IWN
VANGUARD INDEX FDS
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-07
RTX
VANGUARD INDEX FDS
28.33%
Shares1.9K
Event2026-03-31
Filed2026-05-07
SPOT
VANGUARD INDEX FDS
-98.00%
Shares758
Event2026-03-31
Filed2026-05-07
LEN
VANGUARD INDEX FDS
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
PEP
VANGUARD INDEX FDS
-9.10%
Shares2.2K
Event2026-03-31
Filed2026-05-07
VB
VANGUARD INDEX FDS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
BND
VANGUARD INTL EQUITY INDEX F
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
PH
VANGUARD INTL EQUITY INDEX F
1.86%
Shares329
Event2026-03-31
Filed2026-05-07
USB
VANGUARD MUN BD FDS
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-07
IRM
VANGUARD SCOTTSDALE FDS
0.00%
Shares2.7K
Event2026-03-31
Filed2026-05-07
CCEP
VANGUARD SCOTTSDALE FDS
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
WULF
VANGUARD SCOTTSDALE FDS
0.00%
Shares18.5K
Event2026-03-31
Filed2026-05-07
DE
VANGUARD SPECIALIZED FUNDS
New
Shares470
Event2026-03-31
Filed2026-05-07
BAC
VANGUARD STAR FDS
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-07
HUM
VANGUARD TAX-MANAGED FDS
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-07
TMO
VANGUARD WHITEHALL FDS
-29.28%
Shares471
Event2026-03-31
Filed2026-05-07
CASY
VANGUARD WORLD FD
New
Shares315
Event2026-03-31
Filed2026-05-07
APH
VISA INC
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
VUSB
WALMART INC
9.76%
Shares4.5K
Event2026-03-31
Filed2026-05-07
VO
WASTE MGMT INC DEL
New
Shares775
Event2026-03-31
Filed2026-05-07
EPAM
WAYFAIR INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07
IJS
WISDOMTREE TR
0.00%
Shares1.8K
Event2026-03-31
Filed2026-05-07
IJJ
WORKDAY INC
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available