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The Analysis of AlTi Global, Inc.'s Holdings & P&L

Currently, AlTi Global, Inc. holds 437 types of securities in its portfolio with a total value $4.6B. In the most recent quarter, they have increased their positions in N/A (+2.6M shares, valued at $90.6M), SPY (+48.3K shares, valued at $31.6M), XNTK (+93.4K shares, valued at $23.9M); decreased their positions in N/A (-2.8M shares, valued at $146.8M), DUHP (-861.1K shares, valued at $31.8M), XOM (-164.6K shares, valued at $27.9M); initiated new positions in OMC (+40.9K shares, valued at $3.1M), CERY (+72.6K shares, valued at $2.5M), ISTR (+86.6K shares, valued at $2.4M).

1M P&L

+99.4M+2.52%

3M P&L

+83.6M+2.11%

HY P&L

+350.8M+9.49%

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/A3.1B

77.3%

2Oil & Gas Integrated175.1M

4.4%

3Consumer Electronics73.4M

1.8%

Top Industries by Stock Count

1N/A148 stocks

36.8%

2Software - Application11 stocks

2.7%

3Semiconductors11 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

EFA ISHARES TR6.2M shares1.13%2026-03-312026-05-07

ITOT ISHARES TR2.9M shares5.39%2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T584.4K shares9.01%2026-03-312026-05-07

SPMD SPDR SERIES TRUST2.8M shares-5.43%2026-03-312026-05-07

PROFESIONALLY MANAGED PORTFO PROFESIONALLY MANAGED PORTFO3.1M shares-47.03%2026-03-312026-05-07

VTI VANGUARD INDEX FDS500.7K shares1.65%2026-03-312026-05-07

GLD SPDR GOLD TR360.6K shares0.03%2026-03-312026-05-07

EIPX FIRST TR EXCHANGE-TRADED FD4.6M shares4.82%2026-03-312026-05-07

Sponsored

ISHARES GOLD TR ISHARES GOLD TR1.6M shares-1.34%2026-03-312026-05-07

XOM EXXON MOBIL CORP800.3K shares-17.06%2026-03-312026-05-07

EMLP FIRST TR EXCHANGE-TRADED FD2.8M shares-2.21%2026-03-312026-05-07

IJH ISHARES TR1.6M shares1.29%2026-03-312026-05-07

IVV ISHARES TR150.0K shares-14.52%2026-03-312026-05-07

2023 ETF SERIES TRUST 2023 ETF SERIES TRUST2.6M shares19460.65%2026-03-312026-05-07

ALPHABET INC ALPHABET INC256.4K shares2.42%2026-03-312026-05-07

AAPL APPLE INC289.2K shares-0.27%2026-03-312026-05-07

Sponsored

IAUM ISHARES GOLD TR1.3M shares-1.54%2026-03-312026-05-07

STIP ISHARES TR505.3K shares-2.41%2026-03-312026-05-07

VANGUARD INDEX FDS VANGUARD INDEX FDS83.7K shares-1.36%2026-03-312026-05-07

TLT ISHARES TR565.0K shares8.51%2026-03-312026-05-07

CVX CHEVRON CORPORATION185.7K shares8.51%2026-03-312026-05-07

MSFT MICROSOFT CORP89.9K shares10.77%2026-03-312026-05-07

UBER UBER TECHNOLOGIES INC392.0K shares1.41%2026-03-312026-05-07

ESGD ISHARES TR285.6K shares1.95%2026-03-312026-05-07

Sponsored

XNTK SPDR SERIES TRUST106.8K shares697.73%2026-03-312026-05-07

MEDTRONIC PLC MEDTRONIC PLC304.7K shares-0.03%2026-03-312026-05-07

PABD ISHARES TR400.6K shares31.91%2026-03-312026-05-07

PLD PROLOGIS INC.182.3K shares-8.67%2026-03-312026-05-07

GS GOLDMAN SACHS GROUP INC27.5K shares0.32%2026-03-312026-05-07

PABU ISHARES TR348.6K shares13.86%2026-03-312026-05-07

ALPHABET INC ALPHABET INC78.7K shares-6.36%2026-03-312026-05-07

VGK VANGUARD INTL EQUITY INDEX F265.9K shares8.99%2026-03-312026-05-07

Sponsored

AMZN AMAZON COM INC97.0K shares7.83%2026-03-312026-05-07

DIS DISNEY WALT CO195.7K shares2.64%2026-03-312026-05-07

CCJ CAMECO CORP158.7K shares17.84%2026-03-312026-05-07

DXJ WISDOMTREE TR113.2K shares8.33%2026-03-312026-05-07

NVDA NVIDIA CORPORATION100.7K shares-2.85%2026-03-312026-05-07

ESGU ISHARES TR123.5K shares4.30%2026-03-312026-05-07

WMT WALMART INC132.4K shares-1.24%2026-03-312026-05-07

IBIT ISHARES BITCOIN TRUST ETF407.6K shares2.99%2026-03-312026-05-07

Sponsored

IWV ISHARES TR40.0K shares0.29%2026-03-312026-05-07

INVESCO QQQ TR INVESCO QQQ TR25.2K shares7.88%2026-03-312026-05-07

CMPO GPGI INC807.6K shares0.00%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON54.6K shares2.06%2026-03-312026-05-07

TSLA TESLA INC35.7K shares-0.55%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS INC262.6K shares-2.43%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO43.0K shares15.57%2026-03-312026-05-07

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL26.3K shares-15.74%2026-03-312026-05-07

Sponsored

ACWI ISHARES TR90.5K shares1.46%2026-03-312026-05-07

DVY ISHARES TR79.4K shares22.90%2026-03-312026-05-07

CME CME GROUP INC40.1K shares0.01%2026-03-312026-05-07

MUB ISHARES TR108.5K shares-0.90%2026-03-312026-05-07

IJK ISHARES TR113.0K shares-0.63%2026-03-312026-05-07

PEP PEPSICO INC72.3K shares0.92%2026-03-312026-05-07

IWF ISHARES TR26.0K shares-3.62%2026-03-312026-05-07

IQLT ISHARES TR228.5K shares-5.05%2026-03-312026-05-07

Sponsored

QQQM INVESCO EXCH TRADED FD TR II42.2K shares0.00%2026-03-312026-05-07

ORCL ORACLE CORP67.6K shares-22.10%2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR152.6K shares2.50%2026-03-312026-05-07

FNDX SCHWAB STRATEGIC TR331.7K shares0.32%2026-03-312026-05-07

META META PLATFORMS INC16.0K shares-5.89%2026-03-312026-05-07

USFR WISDOMTREE TR165.1K shares0.00%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC29.0K shares105.85%2026-03-312026-05-07

IWB ISHARES TR22.7K shares-0.38%2026-03-312026-05-07

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL11 shares22.22%2026-03-312026-05-07

BROADCOM INC BROADCOM INC24.8K shares7.81%2026-03-312026-05-07

AMGN AMGEN INC21.2K shares-31.73%2026-03-312026-05-07

IVW ISHARES TR65.6K shares0.98%2026-03-312026-05-07

V VISA INC24.4K shares5.70%2026-03-312026-05-07

PSX PHILLIPS 6642.6K shares0.00%2026-03-312026-05-07

IWD ISHARES TR33.9K shares-3.69%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC43.9K shares-0.07%2026-03-312026-05-07

Sponsored

VEU VANGUARD INTL EQUITY INDEX F95.3K shares13.29%2026-03-312026-05-07

MCD MCDONALDS CORP22.9K shares0.56%2026-03-312026-05-07

HTBK HERITAGE COMM CORP561.7K shares-8.17%2026-03-312026-05-07

OKE ONEOK INC NEW80.0K shares1805.93%2026-03-312026-05-07

DFAI DIMENSIONAL ETF TRUST178.3K shares-56.22%2026-03-312026-05-07

MO ALTRIA GROUP INC103.1K shares-4.74%2026-03-312026-05-07

QUS SPDR SERIES TRUST39.7K shares-0.02%2026-03-312026-05-07

AGG ISHARES TR66.5K shares-0.29%2026-03-312026-05-07

Sponsored

DUHP DIMENSIONAL ETF TRUST176.3K shares-83.01%2026-03-312026-05-07

EIX EDISON INTL86.5K shares-13.90%2026-03-312026-05-07

KO COCA COLA CO82.1K shares-0.37%2026-03-312026-05-07

CAT CATERPILLAR INC8.8K shares1.09%2026-03-312026-05-07

LRGF ISHARES TR93.7K shares-1.17%2026-03-312026-05-07

CMCSA COMCAST CORP NEW215.0K shares-9.47%2026-03-312026-05-07

IEUR ISHARES TR86.7K shares0.00%2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS94.2K shares10.85%2026-03-312026-05-07

Sponsored

SCHW SCHWAB CHARLES CORP57.9K shares-1.97%2026-03-312026-05-07

PG PROCTER & GAMBLE CO37.5K shares1.64%2026-03-312026-05-07

HD HOME DEPOT INC16.3K shares2.12%2026-03-312026-05-07

ADBE ADOBE INC21.6K shares-0.58%2026-03-312026-05-07

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T27.2K shares20.32%2026-03-312026-05-07

SLV ISHARES SILVER TR76.6K shares-64.23%2026-03-312026-05-07

RHLD RESOLUTE HLDGS MGMT INC31.0K shares0.00%2026-03-312026-05-07

DFGR DIMENSIONAL ETF TRUST179.7K shares0.00%2026-03-312026-05-07

Sponsored

AMAT APPLIED MATLS INC13.6K shares-2.75%2026-03-312026-05-07

IWM ISHARES TR18.5K shares10.84%2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR31.3K shares101.77%2026-03-312026-05-07

ORLY OREILLY AUTOMOTIVE INC49.0K shares-1.54%2026-03-312026-05-07

CRBN ISHARES TR20.2K shares-12.81%2026-03-312026-05-07

EEM ISHARES TR78.9K shares28.16%2026-03-312026-05-07

NEM NEWMONT CORP40.7K shares-0.04%2026-03-312026-05-07

UNP UNION PAC CORP17.9K shares17.32%2026-03-312026-05-07

Sponsored

DY DYCOM INDS INC12.8K shares0.00%2026-03-312026-05-07

VGIT VANGUARD SCOTTSDALE FDS70.7K shares0.00%2026-03-312026-05-07

VUG VANGUARD INDEX FDS9.3K shares0.00%2026-03-312026-05-07

SNOW SNOWFLAKE INC26.5K shares-0.26%2026-03-312026-05-07

ABBV ABBVIE INC18.2K shares-3.47%2026-03-312026-05-07

SMMD ISHARES TR51.4K shares44.17%2026-03-312026-05-07

HON HONEYWELL INTL INC17.2K shares0.02%2026-03-312026-05-07

TMO THERMO FISHER SCIENTIFIC INC7.8K shares12.05%2026-03-312026-05-07

Sponsored

LLY ELI LILLY & CO4.1K shares29.79%2026-03-312026-05-07

WULF TERAWULF INC259.9K shares-36.58%2026-03-312026-05-07

AVSU AMERICAN CENTY ETF TR50.5K shares0.00%2026-03-312026-05-07

INTF ISHARES TR94.2K shares-0.00%2026-03-312026-05-07

MU MICRON TECHNOLOGY INC10.8K shares0.86%2026-03-312026-05-07

MA MASTERCARD INCORPORATED7.3K shares-26.42%2026-03-312026-05-07

CRM SALESFORCE INC18.8K shares-1.08%2026-03-312026-05-07

VWO VANGUARD INTL EQUITY INDEX F62.3K shares0.00%2026-03-312026-05-07

Sponsored

EWJ ISHARES INC39.0K shares0.39%2026-03-312026-05-07

VLO VALERO ENERGY CORP12.9K shares164.65%2026-03-312026-05-07

DFAE DIMENSIONAL ETF TRUST92.8K shares0.00%2026-03-312026-05-07

IGSB ISHARES TR59.4K shares16.03%2026-03-312026-05-07

GUNR FLEXSHARES TR56.3K shares0.37%2026-03-312026-05-07

OMC OMNICOM GROUP INC40.9K sharesnew addition2026-03-312026-05-07

SMH VANECK ETF TRUST8.0K shares266.91%2026-03-312026-05-07

RTX RTX CORPORATION15.5K shares-3.49%2026-03-312026-05-07

Sponsored

ESGE ISHARES INC64.7K shares0.00%2026-03-312026-05-07

EEMA ISHARES INC30.3K shares-6.70%2026-03-312026-05-07

MERCK & CO INC MERCK & CO INC23.5K shares8.40%2026-03-312026-05-07

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY35.8K shares93.73%2026-03-312026-05-07

ALTI ALTI GLOBAL INC773.2K shares-0.00%2026-03-312026-05-07

QUAL ISHARES TR14.6K shares-42.66%2026-03-312026-05-07

COWZ PACER FDS TR44.6K shares81.27%2026-03-312026-05-07

COST COSTCO WHOLESALE CORPORATION2.7K shares4.50%2026-03-312026-05-07

Sponsored

BAC BANK AMERICA CORP55.8K shares2.42%2026-03-312026-05-07

NUMG NUSHARES ETF TR64.0K shares-21.65%2026-03-312026-05-07

MS MORGAN STANLEY15.6K shares3.00%2026-03-312026-05-07

WCMI FIRST TR EXCHANGE-TRADED FD153.4K shares12.30%2026-03-312026-05-07

ICE INTERCONTINENTAL EXCHANGE IN16.3K shares0.71%2026-03-312026-05-07

LOW LOWES COS INC10.8K shares1.02%2026-03-312026-05-07

CERY SPDR SERIES TRUST72.6K sharesnew addition2026-03-312026-05-07

DNUT KRISPY KREME INC748.7K shares0.00%2026-03-312026-05-07

Sponsored

IVE ISHARES TR11.8K shares3.17%2026-03-312026-05-07

ISTR INVESTAR HOLDING CORP86.6K sharesnew addition2026-03-312026-05-07

CMI CUMMINS INC4.3K shares0.51%2026-03-312026-05-07

PWR QUANTA SVCS INC4.2K shares-5.81%2026-03-312026-05-07

ED CONSOLIDATED EDISON INC20.2K shares-0.02%2026-03-312026-05-07

ASML ASML HLDG NV1.7K shares-49.65%2026-03-312026-05-07

INTC INTEL CORP49.4K shares1.56%2026-03-312026-05-07

VTV VANGUARD INDEX FDS11.0K shares0.01%2026-03-312026-05-07

Sponsored

MMM 3M CO14.5K shares-2.51%2026-03-312026-05-07

VT VANGUARD INTL EQUITY INDEX F15.3K shares1.65%2026-03-312026-05-07

AG FIRST MAJESTIC SILVER CORP107.0K shares0.00%2026-03-312026-05-07

BSX BOSTON SCIENTIFIC CORP32.5K shares26.15%2026-03-312026-05-07

MDY STATE STR SPDR S&P MIDCAP 403.2K shares0.00%2026-03-312026-05-07

NFLX NETFLIX INC.20.8K shares-18.52%2026-03-312026-05-07

CSCO CISCO SYS INC24.9K shares1.20%2026-03-312026-05-07

CTVA CORTEVA INC22.7K shares0.42%2026-03-312026-05-07

Sponsored

VGT VANGUARD WORLD FD2.7K shares0.11%2026-03-312026-05-07

PPA INVESCO EXCHANGE TRADED FD T11.2K shares0.00%2026-03-312026-05-07

DHR DANAHER CORP DEL9.8K shares2.35%2026-03-312026-05-07

ISMF BLACKROCK ETF TRUST67.5K shares80.48%2026-03-312026-05-07

AEM AGNICO EAGLE MINES LTD9.0K shares-2.58%2026-03-312026-05-07

IEFA ISHARES TR20.1K shares6.92%2026-03-312026-05-07

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET60.2K sharesnew addition2026-03-312026-05-07

SCHX SCHWAB STRATEGIC TR70.3K shares0.27%2026-03-312026-05-07

Sponsored

PNC PNC FINL SVCS GROUP INC8.7K shares0.38%2026-03-312026-05-07

SBUX STARBUCKS CORP19.9K shares2.25%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING IN8.7K shares-21.99%2026-03-312026-05-07

PSTG EVERPURE INC30.0K shares0.25%2026-03-312026-05-07

TJX TJX COS INC NEW11.1K shares-4.81%2026-03-312026-05-07

FEDERAL RLTY INVT TR NEW FEDERAL RLTY INVT TR NEW16.2K shares-11.78%2026-03-312026-05-07

CHD CHURCH & DWIGHT CO INC18.4K sharesnew addition2026-03-312026-05-07

SLB SLB LIMITED32.2K shares0.24%2026-03-312026-05-07

Sponsored

EMB ISHARES TR17.4K shares37.57%2026-03-312026-05-07

VMBS VANGUARD SCOTTSDALE FDS34.3K shares-15.55%2026-03-312026-05-07

TSM TAIWAN SEMICONDUCTOR MANUFAC4.7K shares203.72%2026-03-312026-05-07

VO VANGUARD INDEX FDS5.5K shares-26.51%2026-03-312026-05-07

ABNB AIRBNB INC12.5K shares-0.16%2026-03-312026-05-07

NKE NIKE INC34.0K shares444.99%2026-03-312026-05-07

AXP AMERICAN EXPRESS CO5.1K shares-46.42%2026-03-312026-05-07

IBDS ISHARES TR63.5K shares0.00%2026-03-312026-05-07

Sponsored

IBDR ISHARES TR63.4K shares0.00%2026-03-312026-05-07

BABA ALIBABA GROUP HLDG LTD12.2K shares-6.03%2026-03-312026-05-07

CFG CITIZENS FINL GROUP INC25.5K shares0.28%2026-03-312026-05-07

CL COLGATE PALMOLIVE CO17.8K shares1.29%2026-03-312026-05-07

PEN PENUMBRA INC4.5K shares0.16%2026-03-312026-05-07

IJR ISHARES TR11.8K shares-5.01%2026-03-312026-05-07

REGN REGENERON PHARMACEUTICALS1.9K shares312.67%2026-03-312026-05-07

QCOM QUALCOMM INC10.9K shares-10.26%2026-03-312026-05-07

Sponsored

MGK VANGUARD WORLD FD3.8K shares-0.29%2026-03-312026-05-07

ISRG INTUITIVE SURGICAL INC3.0K shares353.22%2026-03-312026-05-07

SRLN SSGA ACTIVE ETF TR34.6K shares0.00%2026-03-312026-05-07

MDLZ MONDELEZ INTL INC23.8K shares-0.55%2026-03-312026-05-07

ARKQ ARK ETF TR12.2K shares0.00%2026-03-312026-05-07

GE AEROSPACE GE AEROSPACE4.8K shares-12.11%2026-03-312026-05-07

LQD ISHARES TR12.2K shares0.00%2026-03-312026-05-07

SCI SERVICE CORP INTL15.8K shares-0.16%2026-03-312026-05-07

Sponsored

JHG JANUS HENDERSON GROUP PLC25.0K sharesnew addition2026-03-312026-05-07

LMT LOCKHEED MARTIN CORP2.1K shares0.43%2026-03-312026-05-07

ARISTA NETWORKS INC ARISTA NETWORKS INC10.4K shares-4.42%2026-03-312026-05-07

ET ENERGY TRANSFER L P65.5K sharesnew addition2026-03-312026-05-07

IBDT ISHARES TR49.8K shares0.00%2026-03-312026-05-07

VRT VERTIV HOLDINGS CO4.9K shares0.18%2026-03-312026-05-07

GBDC GOLUB CAP BDC INC96.6K sharesnew addition2026-03-312026-05-07

IWP ISHARES TR9.4K shares0.00%2026-03-312026-05-07

Sponsored

TLH ISHARES TR12.0K shares0.00%2026-03-312026-05-07

RPRX ROYALTY PHARMA PLC25.1K shares-50.48%2026-03-312026-05-07

AKAM AKAMAI TECHNOLOGIES INC10.4K sharesnew addition2026-03-312026-05-07

NUV NUVEEN MUN VALUE FD INC132.2K shares0.00%2026-03-312026-05-07

BWXT BWX TECHNOLOGIES INC5.8K shares-1.50%2026-03-312026-05-07

SDY SPDR SERIES TRUST8.0K shares0.00%2026-03-312026-05-07

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP126.0K shares104.89%2026-03-312026-05-07

IBM INTERNATIONAL BUSINESS MACHS4.7K shares22.95%2026-03-312026-05-07

Sponsored

VB VANGUARD INDEX FDS4.3K shares-29.84%2026-03-312026-05-07

MAR MARRIOTT INTL INC NEW3.5K shares0.78%2026-03-312026-05-07

KEYS KEYSIGHT TECHNOLOGIES INC4.0K shares2.29%2026-03-312026-05-07

IQV IQVIA HLDGS INC6.6K shares0.24%2026-03-312026-05-07

CTRA COTERRA ENERGY INC32.2K shares0.20%2026-03-312026-05-07

BARRICK MNG CORP BARRICK MNG CORP29.3K sharesnew addition2026-03-312026-05-07

QTUM ETF SER SOLUTIONS10.5K shares4.54%2026-03-312026-05-07

PFE PFIZER INC39.8K shares5.94%2026-03-312026-05-07

Sponsored

COP CONOCOPHILLIPS8.4K shares2.99%2026-03-312026-05-07

URTH ISHARES INC6.1K shares0.00%2026-03-312026-05-07

ABT ABBOTT LABORATORIES10.6K shares-54.75%2026-03-312026-05-07

EIPI FIRST TR EXCHNG TRADED FD VI48.0K shares0.00%2026-03-312026-05-07

CITIGROUP INC CITIGROUP INC9.3K shares29.18%2026-03-312026-05-07

PANW PALO ALTO NETWORKS INC6.6K shares-5.10%2026-03-312026-05-07

VCSH VANGUARD SCOTTSDALE FDS13.2K shares0.00%2026-03-312026-05-07

VICI VICI PPTYS INC37.7K shares-0.51%2026-03-312026-05-07

Sponsored

BNL BROADSTONE NET LEASE INC56.3K shares0.00%2026-03-312026-05-07

IEI ISHARES TR8.8K shares-34.46%2026-03-312026-05-07

SHLD GLOBAL X FDS14.7K shares158.17%2026-03-312026-05-07

HYG ISHARES TR13.0K shares0.00%2026-03-312026-05-07

NEE NEXTERA ENERGY INC11.1K shares-6.60%2026-03-312026-05-07

VCIT VANGUARD SCOTTSDALE FDS12.4K shares-0.90%2026-03-312026-05-07

WPM WHEATON PRECIOUS METALS CORP7.7K shares0.00%2026-03-312026-05-07

IGM ISHARES TR8.5K shares-3.05%2026-03-312026-05-07

Sponsored

SPGI S&P GLOBAL INC2.3K shares-20.84%2026-03-312026-05-07

KKR & CO INC KKR & CO INC10.7K shares-5.83%2026-03-312026-05-07

WTW WILLIS TOWERS WATSON PLC LTD3.3K shares-0.09%2026-03-312026-05-07

SPYX SPDR SERIES TRUST18.0K shares-26.55%2026-03-312026-05-07

LNG CHENIERE ENERGY INC3.3K shares1.53%2026-03-312026-05-07

NU NU HLDGS LTD65.4K shares1.99%2026-03-312026-05-07

SNPS SYNOPSYS INC2.3K shares29.94%2026-03-312026-05-07

WFC WELLS FARGO & CO11.4K shares16.20%2026-03-312026-05-07

Sponsored

EAGG ISHARES TR18.9K shares0.00%2026-03-312026-05-07

PHM PULTE GROUP INC7.6K shares-4.46%2026-03-312026-05-07

EPD ENTERPRISE PRODS PARTNERS L23.5K sharesnew addition2026-03-312026-05-07

BLACKROCK INC BLACKROCK INC920 shares-3.26%2026-03-312026-05-07

MLM MARTIN MARIETTA MATLS INC1.5K shares1.22%2026-03-312026-05-07

AFL AFLAC INC7.8K shares105.78%2026-03-312026-05-07

GEV GE VERNOVA INC978 shares-7.91%2026-03-312026-05-07

ALAB ASTERA LABS INC7.8K shares0.00%2026-03-312026-05-07

Sponsored

EWC ISHARES INC15.4K shares0.00%2026-03-312026-05-07

ESTA ESTABLISHMENT LABS HLDGS INC14.8K sharesnew addition2026-03-312026-05-07

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND4.2K shares-0.64%2026-03-312026-05-07

MUSA MURPHY USA INC1.7K shares-0.24%2026-03-312026-05-07

AZO AUTOZONE INC238 shares-0.83%2026-03-312026-05-07

MCO MOODYS CORP1.8K shares-14.94%2026-03-312026-05-07

ESGV VANGUARD WORLD FD7.1K shares0.00%2026-03-312026-05-07

MDGL MADRIGAL PHARMACEUTICALS INC1.5K shares-0.07%2026-03-312026-05-07

Sponsored

XLG INVESCO EXCHANGE TRADED FD T14.2K shares38.49%2026-03-312026-05-07

DFIV DIMENSIONAL ETF TRUST14.5K sharesnew addition2026-03-312026-05-07

IXUS ISHARES TR8.8K shares0.00%2026-03-312026-05-07

SPOT SPOTIFY TECHNOLOGY S A1.5K shares-6.37%2026-03-312026-05-07

VNQ VANGUARD INDEX FDS8.4K shares-2.02%2026-03-312026-05-07

CSL CARLISLE COS INC2.2K shares0.09%2026-03-312026-05-07

VIG VANGUARD SPECIALIZED FUNDS3.4K shares0.00%2026-03-312026-05-07

EDIV SPDR INDEX SHS FDS18.2K shares0.00%2026-03-312026-05-07

Sponsored

COIN COINBASE GLOBAL INC4.1K shares0.91%2026-03-312026-05-07

AOM ISHARES TR15.0K shares-1.19%2026-03-312026-05-07

GL GLOBE LIFE INC5.0K shares-7.39%2026-03-312026-05-07

VBR VANGUARD INDEX FDS3.2K sharesnew addition2026-03-312026-05-07

APTIV PLC APTIV PLC10.1K shares-0.37%2026-03-312026-05-07

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.0K sharesnew addition2026-03-312026-05-07

NORW GLOBAL X FDS18.2K shares0.00%2026-03-312026-05-07

SYK STRYKER CORPORATION2.1K shares124.92%2026-03-312026-05-07

Sponsored

TT TRANE TECHNOLOGIES PLC1.6K shares-3.65%2026-03-312026-05-07

SHEL SHELL PLC7.2K shares-23.39%2026-03-312026-05-07

VSCO VICTORIAS SECRET AND CO14.3K shares0.07%2026-03-312026-05-07

ROST ROSS STORES INC3.0K shares3.01%2026-03-312026-05-07

BLACKSTONE INC BLACKSTONE INC5.7K shares36.65%2026-03-312026-05-07

T AT&T INC22.0K shares-16.06%2026-03-312026-05-07

PPLT ABRDN PLATINUM ETF TRUST3.3K shares0.00%2026-03-312026-05-07

JPIN J P MORGAN EXCHANGE TRADED F8.8K shares0.00%2026-03-312026-05-07

Sponsored

NOW SERVICENOW INC6.0K shares-2.20%2026-03-312026-05-07

IUSG ISHARES TR4.0K shares0.00%2026-03-312026-05-07

COF CAPITAL ONE FINL CORP3.3K shares-1.12%2026-03-312026-05-07

CELC CELCUITY INC5.3K shares0.00%2026-03-312026-05-07

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP1.8K shares0.63%2026-03-312026-05-07

BA BOEING CO3.0K shares106.93%2026-03-312026-05-07

PH PARKER-HANNIFIN CORP659 shares3.62%2026-03-312026-05-07

PGR PROGRESSIVE CORP2.9K shares-16.56%2026-03-312026-05-07

Sponsored

EATON CORP PLC EATON CORP PLC1.6K shares-5.20%2026-03-312026-05-07

TYL TYLER TECHNOLOGIES INC1.7K shares1.14%2026-03-312026-05-07

CACI CACI INTL INC1.0K shares0.10%2026-03-312026-05-07

NVS NOVARTIS AG3.7K shares-15.22%2026-03-312026-05-07

FICO FAIR ISAAC CORP530 shares142.01%2026-03-312026-05-07

XCOR FUNDX INVT TR7.3K shares0.43%2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO9.2K shares-91.97%2026-03-312026-05-07

TQQQ PROSHARES TR13.1K shares0.00%2026-03-312026-05-07

Sponsored

PYPL PAYPAL HLDGS INC12.0K shares24.35%2026-03-312026-05-07

RSG REPUBLIC SVCS INC2.4K shares-10.54%2026-03-312026-05-07

BKNG BOOKING HOLDINGS INC127 shares-66.49%2026-03-312026-05-07

SPDR SERIES TRUST SPDR SERIES TRUST5.5K shares-8.30%2026-03-312026-05-07

DIA STATE STR SPDR DOW JONES IND1.1K shares0.18%2026-03-312026-05-07

WES WESTERN MIDSTREAM PARTNERS L12.8K sharesnew addition2026-03-312026-05-07

WMB WILLIAMS COS INC7.2K shares-7.96%2026-03-312026-05-07

IEF ISHARES TR5.4K shares0.00%2026-03-312026-05-07

Sponsored

BP BP PLC10.6K shares-17.16%2026-03-312026-05-07

AEP AMERICAN ELEC PWR CO INC3.8K shares5.57%2026-03-312026-05-07

UPS UNITED PARCEL SVCS INC5.0K shares0.12%2026-03-312026-05-07

AJG GALLAGHER ARTHUR J & CO2.2K shares1.54%2026-03-312026-05-07

VXUS VANGUARD STAR FDS6.3K shares18.72%2026-03-312026-05-07

MAIN MAIN STR CAP CORP9.2K shares0.00%2026-03-312026-05-07

NVT NVENT ELEC PLC4.1K shares1.85%2026-03-312026-05-07

UBSI UNITED BANKSHARES INC WEST V11.4K shares0.00%2026-03-312026-05-07

Sponsored

XEL XCEL ENERGY INC5.9K shares2.00%2026-03-312026-05-07

QNITY ELECTRONICS INC QNITY ELECTRONICS INC4.1K shares19.86%2026-03-312026-05-07

EUAD SPINNAKER ETF SERIES11.4K shares0.00%2026-03-312026-05-07

AMT AMERICAN TOWER CORP2.7K shares8.07%2026-03-312026-05-07

EFV ISHARES TR6.2K shares0.00%2026-03-312026-05-07

DE DEERE & CO816 shares-70.81%2026-03-312026-05-07

TGT TARGET CORP3.8K shares-0.74%2026-03-312026-05-07

DOW DOW HLDGS INC10.8K shares-0.38%2026-03-312026-05-07

Sponsored

ECL ECOLAB INC1.7K shares1.21%2026-03-312026-05-07

GLDM WORLD GOLD TR4.5K shares0.00%2026-03-312026-05-07

DFUV DIMENSIONAL ETF TRUST8.5K shares0.00%2026-03-312026-05-07

EW EDWARDS LIFESCIENCES CORP5.2K shares2.06%2026-03-312026-05-07

OAKTREE SPECIALTY LENDING OAKTREE SPECIALTY LENDING35.2K shares0.00%2026-03-312026-05-07

IYW ISHARES TR2.2K shares0.00%2026-03-312026-05-07

CBOE CBOE GLOBAL MKTS INC1.4K shares-5.28%2026-03-312026-05-07

MUFG MITSUBISHI UFJ FINANCIAL GRO22.9K shares99.09%2026-03-312026-05-07

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU5.7K shares0.00%2026-03-312026-05-07

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC8.5K shares-14.54%2026-03-312026-05-07

YUM YUM BRANDS INC2.5K shares0.40%2026-03-312026-05-07

SMA SMARTSTOP SELF STORAG REIT I12.5K shares0.00%2026-03-312026-05-07

BND VANGUARD BD INDEX FDS5.2K shares-2.53%2026-03-312026-05-07

ADI ANALOG DEVICES INC1.2K shares-45.41%2026-03-312026-05-07

MDXG MIMEDX GROUP INC95.2K shares-0.26%2026-03-312026-05-07

BK BANK NEW YORK MELLON CORP3.2K shares10.11%2026-03-312026-05-07

Sponsored

IHI ISHARES TR7.0K shares-4.54%2026-03-312026-05-07

FDX FEDEX CORP1.0K shares4.51%2026-03-312026-05-07

REMX VANECK ETF TRUST4.1K shares0.00%2026-03-312026-05-07

VLUE ISHARES TR2.5K shares0.00%2026-03-312026-05-07

MELI MERCADOLIBRE INC203 sharesnew addition2026-03-312026-05-07

PLTR PALANTIR TECHNOLOGIES INC2.4K shares-1.04%2026-03-312026-05-07

MCK MCKESSON CORP396 shares-21.12%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6K shares1.34%2026-03-312026-05-07

Sponsored

RBLX ROBLOX CORP5.9K shares-7.05%2026-03-312026-05-07

UNM UNUM GROUP4.4K shares-0.14%2026-03-312026-05-07

WELL WELLTOWER INC1.6K shares-23.89%2026-03-312026-05-07

EQR EQUITY RESIDENTIAL5.3K sharesnew addition2026-03-312026-05-07

LHX L3HARRIS TECHNOLOGIES INC923 shares4.29%2026-03-312026-05-07

SPYG SPDR SERIES TRUST3.2K shares0.06%2026-03-312026-05-07

DOV DOVER CORP1.5K sharesnew addition2026-03-312026-05-07

JCI JOHNSON CONTROLS INTERNATION2.4K shares4.61%2026-03-312026-05-07

Sponsored

NERD LISTED FDS TR14.8K shares0.00%2026-03-312026-05-07

LAM RESEARCH CORP LAM RESEARCH CORP1.4K shares-3.16%2026-03-312026-05-07

AMD ADVANCED MICRO DEVICES INC1.5K shares2.80%2026-03-312026-05-07

DFUS DIMENSIONAL ETF TRUST4.3K shares0.00%2026-03-312026-05-07

VRTX VERTEX PHARMACEUTICALS INC673 shares-11.68%2026-03-312026-05-07

ATUS OPTIMUM COMMUNICATIONS INC231.1K shares54.04%2026-03-312026-05-07

MPC MARATHON PETE CORP1.2K sharesnew addition2026-03-312026-05-07

CVNA CARVANA CO931 shares-7.18%2026-03-312026-05-07

Sponsored

HIG HARTFORD INSURANCE GROUP INC2.1K shares0.00%2026-03-312026-05-07

TNL TRAVEL PLUS LEISURE CO4.2K shares-0.59%2026-03-312026-05-07

NDAQ NASDAQ INC3.4K shares2.08%2026-03-312026-05-07

GNTX GENTEX CORP12.9K shares0.54%2026-03-312026-05-07

FCX FREEPORT MCMORAN INC4.9K sharesnew addition2026-03-312026-05-07

ATO ATMOS ENERGY CORP1.5K shares-0.85%2026-03-312026-05-07

PNR PENTAIR PLC3.2K shares37.69%2026-03-312026-05-07

CARR CARRIER GLOBAL CORPORATION5.0K sharesnew addition2026-03-312026-05-07

Sponsored

BBEU J P MORGAN EXCHANGE TRADED F3.8K shares0.00%2026-03-312026-05-07

BHP BHP BILLITON LIMITED3.8K shares-4.85%2026-03-312026-05-07

VYM VANGUARD WHITEHALL FDS1.8K shares0.38%2026-03-312026-05-07

TIP ISHARES TR2.4K shares-1.33%2026-03-312026-05-07

JEPI J P MORGAN EXCHANGE TRADED F4.7K shares0.42%2026-03-312026-05-07

IBP INSTALLED BLDG PRODS INC1.0K shares-37.94%2026-03-312026-05-07

SPEM SPDR INDEX SHS FDS5.7K sharesnew addition2026-03-312026-05-07

PEG PUBLIC SVC ENTERPRISE GROUP3.3K shares1.71%2026-03-312026-05-07

Sponsored

QRVO QORVO INC3.4K shares1.29%2026-03-312026-05-07

MAA MID-AMER APT CMNTYS INC2.1K sharesnew addition2026-03-312026-05-07

MSI MOTOROLA SOLUTIONS INC596 shares-4.49%2026-03-312026-05-07

HWM HOWMET AEROSPACE INC1.1K sharesnew addition2026-03-312026-05-07

EA ELECTRONIC ARTS INC1.3K shares8.63%2026-03-312026-05-07

CVS CVS HEALTH CORP3.5K shares4.72%2026-03-312026-05-07

LYB LYONDELLBASELL INDUSTRIES NV3.1K shares-92.82%2026-03-312026-05-07

PPG PPG INDS INC2.3K shares1.22%2026-03-312026-05-07

Sponsored

SGI SOMNIGROUP INTERNATIONAL INC3.4K shares-38.53%2026-03-312026-05-07

TXN TEXAS INSTRS INC1.3K shares-57.43%2026-03-312026-05-07

LPX LOUISIANA PAC CORP3.3K shares1.52%2026-03-312026-05-07

GLW CORNING INC1.8K sharesnew addition2026-03-312026-05-07

NVO NOVO-NORDISK A S6.3K shares-29.17%2026-03-312026-05-07

ALL ALLSTATE CORP1.1K shares-3.69%2026-03-312026-05-07

THO THOR INDS INC2.9K shares-38.54%2026-03-312026-05-07

HLI HOULIHAN LOKEY INC1.6K shares-3.40%2026-03-312026-05-07

Sponsored

SOLV SOLVENTUM CORP3.5K shares-0.50%2026-03-312026-05-07

LII LENNOX INTL INC493 shares0.20%2026-03-312026-05-07

TOST TOAST INC8.5K shares0.00%2026-03-312026-05-07

ITA ISHARES TR1.0K shares-12.61%2026-03-312026-05-07

RGA REINSURANCE GROUP AMER INC1.1K shares-30.95%2026-03-312026-05-07

RLMD RELMADA THERAPEUTICS INC32.0K shares0.00%2026-03-312026-05-07

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.2K shares-35.99%2026-03-312026-05-07

VGSH VANGUARD SCOTTSDALE FDS3.7K shares0.00%2026-03-312026-05-07

Sponsored

XYL XYLEM INC1.8K sharesnew addition2026-03-312026-05-07

PRU PRUDENTIAL FINL INC2.2K shares-6.81%2026-03-312026-05-07

MRNA MODERNA INC4.2K sharesnew addition2026-03-312026-05-07

MPWR MONOLITHIC PWR SYS INC195 shares-22.62%2026-03-312026-05-07

INTU INTUIT489 shares35.46%2026-03-312026-05-07

NSC NORFOLK SOUTHN CORP734 sharesnew addition2026-03-312026-05-07

RF REGIONS FINANCIAL CORP NEW8.0K sharesnew addition2026-03-312026-05-07

CPT CAMDEN PPTY TR2.1K shares-8.29%2026-03-312026-05-07

Sponsored

SEIC SEI INVTS CO2.6K sharesnew addition2026-03-312026-05-07

CBRE CBRE GROUP INC1.5K shares-23.27%2026-03-312026-05-07

ATRC ATRICURE INC7.3K shares-0.12%2026-03-312026-05-07

ADSK AUTODESK INC859 sharesnew addition2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR4.5K sharesnew addition2026-03-312026-05-07

REFI CHICAGO ATLANTIC REAL ESTATE17.3K shares3.59%2026-03-312026-05-07

SUSA ISHARES TR1.5K shares-2.77%2026-03-312026-05-07

FNDA SCHWAB STRATEGIC TR6.3K sharesnew addition2026-03-312026-05-07

Sponsored

GM GENERAL MTRS CO2.7K shares7.01%2026-03-312026-05-07

FSLR FIRST SOLAR INC1.0K shares3.74%2026-03-312026-05-07

HLT HILTON WORLDWIDE HLDGS INC664 sharesnew addition2026-03-312026-05-07

ARES ARES MANAGEMENT CORPORATION1.8K shares-23.44%2026-03-312026-05-07

SFIX STITCH FIX INC51.7K shares-0.12%2026-03-312026-05-07

PLAY DAVE & BUSTERS ENTMT INC13.6K shares0.05%2026-03-312026-05-07

GNTA GENENTA SCIENCE S P A200.3K shares0.00%2026-03-312026-05-07

ACHR ARCHER AVIATION INC22.9K shares0.87%2026-03-312026-05-07

Sponsored

SSII SS INNOVATIONS INTERNATIONAL20.6K shares0.00%2026-03-312026-05-07

EVF EATON VANCE SR INCOME TR18.5K shares0.00%2026-03-312026-05-07

TMQ TRILOGY METALS INC NEW18.7K sharesnew addition2026-03-312026-05-07

OPEN OPENDOOR TECHNOLOGIES INC11.5K shares0.30%2026-03-312026-05-07

NRDY NERDY INC12.0K shares-0.48%2026-03-312026-05-07

EFA

ISHARES TR

1.13%

Shares6.2M

Event2026-03-31

Filed2026-05-07

ITOT

ISHARES TR

5.39%

Shares2.9M

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

9.01%

Shares584.4K

Event2026-03-31

Filed2026-05-07

SPMD

SPDR SERIES TRUST

-5.43%

Shares2.8M

Event2026-03-31

Filed2026-05-07

PROFESIONALLY MANAGED PORTFO

-47.03%

Shares3.1M

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

1.65%

Shares500.7K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TR

0.03%

Shares360.6K

Event2026-03-31

Filed2026-05-07

EIPX

FIRST TR EXCHANGE-TRADED FD

4.82%

Shares4.6M

Event2026-03-31

Filed2026-05-07

ISHARES GOLD TR

-1.34%

Shares1.6M

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

-17.06%

Shares800.3K

Event2026-03-31

Filed2026-05-07

EMLP

FIRST TR EXCHANGE-TRADED FD

-2.21%

Shares2.8M

Event2026-03-31

Filed2026-05-07

IJH

ISHARES TR

1.29%

Shares1.6M

Event2026-03-31

Filed2026-05-07

IVV

ISHARES TR

-14.52%

Shares150.0K

Event2026-03-31

Filed2026-05-07

2023 ETF SERIES TRUST

19460.65%

Shares2.6M

Event2026-03-31

Filed2026-05-07

ALPHABET INC

2.42%

Shares256.4K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE INC

-0.27%

Shares289.2K

Event2026-03-31

Filed2026-05-07

IAUM

ISHARES GOLD TR

-1.54%

Shares1.3M

Event2026-03-31

Filed2026-05-07

STIP

ISHARES TR

-2.41%

Shares505.3K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

-1.36%

Shares83.7K

Event2026-03-31

Filed2026-05-07

TLT

ISHARES TR

8.51%

Shares565.0K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORPORATION

8.51%

Shares185.7K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP

10.77%

Shares89.9K

Event2026-03-31

Filed2026-05-07

UBER

UBER TECHNOLOGIES INC

1.41%

Shares392.0K

Event2026-03-31

Filed2026-05-07

ESGD

ISHARES TR

1.95%

Shares285.6K

Event2026-03-31

Filed2026-05-07

XNTK

SPDR SERIES TRUST

697.73%

Shares106.8K

Event2026-03-31

Filed2026-05-07

MEDTRONIC PLC

-0.03%

Shares304.7K

Event2026-03-31

Filed2026-05-07

PABD

ISHARES TR

31.91%

Shares400.6K

Event2026-03-31

Filed2026-05-07

PLD

PROLOGIS INC.

-8.67%

Shares182.3K

Event2026-03-31

Filed2026-05-07

GOLDMAN SACHS GROUP INC

0.32%

Shares27.5K

Event2026-03-31

Filed2026-05-07

PABU

ISHARES TR

13.86%

Shares348.6K

Event2026-03-31

Filed2026-05-07

ALPHABET INC

-6.36%

Shares78.7K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD INTL EQUITY INDEX F

8.99%

Shares265.9K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

7.83%

Shares97.0K

Event2026-03-31

Filed2026-05-07

DIS

DISNEY WALT CO

2.64%

Shares195.7K

Event2026-03-31

Filed2026-05-07

CCJ

CAMECO CORP

17.84%

Shares158.7K

Event2026-03-31

Filed2026-05-07

DXJ

WISDOMTREE TR

8.33%

Shares113.2K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA CORPORATION

-2.85%

Shares100.7K

Event2026-03-31

Filed2026-05-07

ESGU

ISHARES TR

4.30%

Shares123.5K

Event2026-03-31

Filed2026-05-07

WMT

WALMART INC

-1.24%

Shares132.4K

Event2026-03-31

Filed2026-05-07

IBIT

ISHARES BITCOIN TRUST ETF

2.99%

Shares407.6K

Event2026-03-31

Filed2026-05-07

IWV

ISHARES TR

0.29%

Shares40.0K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ TR

7.88%

Shares25.2K

Event2026-03-31

Filed2026-05-07

CMPO

GPGI INC

0.00%

Shares807.6K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON

2.06%

Shares54.6K

Event2026-03-31

Filed2026-05-07

TSLA

TESLA INC

-0.55%

Shares35.7K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS INC

-2.43%

Shares262.6K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

15.57%

Shares43.0K

Event2026-03-31

Filed2026-05-07

BERKSHIRE HATHAWAY INC DEL

-15.74%

Shares26.3K

Event2026-03-31

Filed2026-05-07

ACWI

ISHARES TR

1.46%

Shares90.5K

Event2026-03-31

Filed2026-05-07

DVY

ISHARES TR

22.90%

Shares79.4K

Event2026-03-31

Filed2026-05-07

CME

CME GROUP INC

0.01%

Shares40.1K

Event2026-03-31

Filed2026-05-07

MUB

ISHARES TR

-0.90%

Shares108.5K

Event2026-03-31

Filed2026-05-07

IJK

ISHARES TR

-0.63%

Shares113.0K

Event2026-03-31

Filed2026-05-07

PEP

PEPSICO INC

0.92%

Shares72.3K

Event2026-03-31

Filed2026-05-07

IWF

ISHARES TR

-3.62%

Shares26.0K

Event2026-03-31

Filed2026-05-07

IQLT

ISHARES TR

-5.05%

Shares228.5K

Event2026-03-31

Filed2026-05-07

QQQM

INVESCO EXCH TRADED FD TR II

0.00%

Shares42.2K

Event2026-03-31

Filed2026-05-07

ORCL

ORACLE CORP

-22.10%

Shares67.6K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

2.50%

Shares152.6K

Event2026-03-31

Filed2026-05-07

FNDX

SCHWAB STRATEGIC TR

0.32%

Shares331.7K

Event2026-03-31

Filed2026-05-07