Sponsored

The Analysis of Altus Wealth Group LLC's Holdings & P&L

Currently, Altus Wealth Group LLC holds 143 types of securities in its portfolio with a total value $244.0M. In the most recent quarter, they have increased their positions in DIVO (+122.9K shares, valued at $5.5M), XMHQ (+8.6K shares, valued at $890.0K), CGDV (+20.9K shares, valued at $888.7K); decreased their positions in COWZ (-85.6K shares, valued at $5.4M), N/A (-8.6K shares, valued at $957.0K), IVV (-882 shares, valued at $576.1K); initiated new positions in NEE (+3.5K shares, valued at $327.3K), ADBE (+1.1K shares, valued at $271.3K), MPC (+1.1K shares, valued at $261.8K).

1M P&L

-15.3M-5.69%

3M P&L

-14.8M-5.52%

HY P&L

-5.0M-1.95%

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/A158.1M

68.6%

2Consumer Electronics8.3M

3.6%

3Semiconductors6.3M

2.7%

Top Industries by Stock Count

1N/A61 stocks

45.2%

2Drug Manufacturers - General5 stocks

3.7%

3Semiconductors5 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR45.8K shares-1.89%2026-03-312026-04-27

MOAT VANECK ETF TRUST196.1K shares4.38%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II142.3K shares-1.92%2026-03-312026-04-27

DIVO AMPLIFY ETF TR293.5K shares72.05%2026-03-312026-04-27

COWZ PACER FDS TR160.8K shares-34.74%2026-03-312026-04-27

XMHQ INVESCO EXCHANGE TRADED FD T96.9K shares9.75%2026-03-312026-04-27

AAPL APPLE INC32.6K shares4.20%2026-03-312026-04-27

IWF ISHARES TR17.6K shares0.10%2026-03-312026-04-27

Sponsored

VCIT VANGUARD SCOTTSDALE FDS71.1K shares4.32%2026-03-312026-04-27

MSFT MICROSOFT CORP14.6K shares0.41%2026-03-312026-04-27

NVDA NVIDIA CORPORATION24.6K shares1.14%2026-03-312026-04-27

BLDR BUILDERS FIRSTSOURCE INC48.1K shares5.99%2026-03-312026-04-27

ALPHABET INC ALPHABET INC13.8K shares0.70%2026-03-312026-04-27

BROADCOM INC BROADCOM INC12.8K shares-4.31%2026-03-312026-04-27

SCHV SCHWAB STRATEGIC TR104.3K shares-5.87%2026-03-312026-04-27

UNP UNION PAC CORP12.8K shares0.17%2026-03-312026-04-27

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE64.1K shares48.34%2026-03-312026-04-27

SPTM SPDR SERIES TRUST32.5K shares-3.82%2026-03-312026-04-27

AMZN AMAZON COM INC12.1K shares0.41%2026-03-312026-04-27

PBUS INVESCO EXCH TRADED FD TR II37.3K shares3.73%2026-03-312026-04-27

AEP AMERICAN ELEC PWR CO INC17.9K shares-1.63%2026-03-312026-04-27

AVNM AMERICAN CENTY ETF TR30.5K shares5.89%2026-03-312026-04-27

CVX CHEVRON CORPORATION10.3K shares-1.49%2026-03-312026-04-27

QQQM INVESCO EXCH TRADED FD TR II8.9K shares-0.19%2026-03-312026-04-27

Sponsored

JPM JPMORGAN CHASE & CO7.2K shares9.19%2026-03-312026-04-27

V VISA INC6.8K shares-3.36%2026-03-312026-04-27

BLACKSTONE INC BLACKSTONE INC17.3K shares-8.86%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares5.76%2026-03-312026-04-27

SGOV ISHARES TR18.2K shares32.10%2026-03-312026-04-27

EOG EOG RES INC11.7K shares1.28%2026-03-312026-04-27

XOM EXXON MOBIL CORP9.7K shares0.26%2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T2.4K shares76.99%2026-03-312026-04-27

Sponsored

RDVY FIRST TR EXCHANGE TRADED FD22.3K shares-2.06%2026-03-312026-04-27

NOW SERVICENOW INC14.0K shares-0.48%2026-03-312026-04-27

FTGS FIRST TR EXCHANGE-TRADED FD39.5K shares-10.95%2026-03-312026-04-27

FDL FIRST TR EXCHANGE-TRADED FD26.0K shares-1.71%2026-03-312026-04-27

VTI VANGUARD INDEX FDS4.1K shares0.34%2026-03-312026-04-27

SDVY FIRST TR EXCHANGE TRADED FD32.5K shares-10.48%2026-03-312026-04-27

SPAB SPDR SERIES TRUST47.8K shares4.93%2026-03-312026-04-27

HD HOME DEPOT INC3.7K shares7.85%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.12.2K shares0.29%2026-03-312026-04-27

LMT LOCKHEED MARTIN CORP1.9K shares3.36%2026-03-312026-04-27

XLK SELECT SECTOR SPDR TR8.3K shares-32.21%2026-03-312026-04-27

EME EMCOR GROUP INC1.5K shares0.00%2026-03-312026-04-27

VCSH VANGUARD SCOTTSDALE FDS13.3K shares5.82%2026-03-312026-04-27

SCHB SCHWAB STRATEGIC TR41.1K shares0.26%2026-03-312026-04-27

HON HONEYWELL INTL INC4.5K shares0.45%2026-03-312026-04-27

WMT WALMART INC8.2K shares12.42%2026-03-312026-04-27

Sponsored

COST COSTCO WHOLESALE CORPORATION992 shares0.92%2026-03-312026-04-27

AIRR FIRST TR EXCHANGE TRADED FD8.9K shares0.98%2026-03-312026-04-27

SCHD SCHWAB STRATEGIC TR31.9K shares-18.76%2026-03-312026-04-27

PEP PEPSICO INC6.3K shares0.35%2026-03-312026-04-27

ATO ATMOS ENERGY CORP5.3K shares-0.83%2026-03-312026-04-27

TY TRI CONTL CORP29.6K shares-1.88%2026-03-312026-04-27

KMI KINDER MORGAN INC DEL27.8K shares0.01%2026-03-312026-04-27

ALPHABET INC ALPHABET INC3.2K shares5.90%2026-03-312026-04-27

Sponsored

FIBK FIRST INTST BANCSYSTEM INC27.0K shares-1.06%2026-03-312026-04-27

QUAL ISHARES TR4.5K shares-2.33%2026-03-312026-04-27

SDY SPDR SERIES TRUST5.9K shares-32.53%2026-03-312026-04-27

ABBV ABBVIE INC3.9K shares3.06%2026-03-312026-04-27

PG PROCTER & GAMBLE CO5.8K shares1.89%2026-03-312026-04-27

NVS NOVARTIS AG5.5K shares-0.73%2026-03-312026-04-27

UPS UNITED PARCEL SVCS INC7.8K shares1.34%2026-03-312026-04-27

JSMD JANUS DETROIT STR TR9.4K shares10.76%2026-03-312026-04-27

Sponsored

FIXD FIRST TR EXCHNG TRADED FD VI16.7K shares9.82%2026-03-312026-04-27

TXN TEXAS INSTRS INC3.6K shares2.45%2026-03-312026-04-27

FPE FIRST TR EXCH TRADED FD III38.8K shares-5.55%2026-03-312026-04-27

SPIB SPDR SERIES TRUST20.3K shares3.47%2026-03-312026-04-27

CIBR FIRST TR EXCHANGE-TRADED FD10.9K shares11.34%2026-03-312026-04-27

MU MICRON TECHNOLOGY INC2.0K shares93.45%2026-03-312026-04-27

LOW LOWES COS INC2.6K shares0.50%2026-03-312026-04-27

TSLA TESLA INC1.6K shares13.81%2026-03-312026-04-27

Sponsored

NEA NUVEEN AMT FREE QLTY MUN INC53.7K shares0.00%2026-03-312026-04-27

BAC BANK AMERICA CORP12.3K shares-0.24%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS13.0K shares-0.62%2026-03-312026-04-27

KR KROGER CO8.2K shares4.93%2026-03-312026-04-27

AMGN AMGEN INC1.7K shares0.12%2026-03-312026-04-27

META META PLATFORMS INC1.0K shares7.75%2026-03-312026-04-27

DSI ISHARES TR4.7K shares-4.29%2026-03-312026-04-27

UNH UNITEDHEALTH GROUP INC2.1K shares0.39%2026-03-312026-04-27

Sponsored

TAXF AMERICAN CENTY ETF TR10.2K shares5.51%2026-03-312026-04-27

IWR ISHARES TR5.2K shares-1.41%2026-03-312026-04-27

GLW CORNING INC3.6K shares-9.14%2026-03-312026-04-27

MS MORGAN STANLEY3.0K shares-7.50%2026-03-312026-04-27

CSCO CISCO SYS INC6.2K shares4.89%2026-03-312026-04-27

IJR ISHARES TR3.7K shares-0.05%2026-03-312026-04-27

CAT CATERPILLAR INC649 shares15.28%2026-03-312026-04-27

DIS DISNEY WALT CO4.7K shares-0.36%2026-03-312026-04-27

Sponsored

FTEC FIDELITY COVINGTON TRUST2.2K shares-1.40%2026-03-312026-04-27

MA MASTERCARD INCORPORATED870 shares2.11%2026-03-312026-04-27

IBIT ISHARES BITCOIN TRUST ETF11.3K shares37.21%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.7K shares-2.59%2026-03-312026-04-27

PAVE GLOBAL X FDS7.8K shares2.61%2026-03-312026-04-27

NOC NORTHROP GRUMMAN CORP584 shares0.34%2026-03-312026-04-27

AMAT APPLIED MATLS INC1.2K shares0.00%2026-03-312026-04-27

FMHI FIRST TR EXCH TRADED FD III7.6K shares1.42%2026-03-312026-04-27

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.5K shares6.52%2026-03-312026-04-27

J JACOBS SOLUTIONS INC2.8K shares0.00%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC1.7K shares8.55%2026-03-312026-04-27

MCD MCDONALDS CORP1.1K shares6.76%2026-03-312026-04-27

SCHM SCHWAB STRATEGIC TR10.6K shares-1.64%2026-03-312026-04-27

NEE NEXTERA ENERGY INC3.5K sharesnew addition2026-03-312026-04-27

SYK STRYKER CORPORATION963 shares-1.73%2026-03-312026-04-27

OC OWENS CORNING NEW2.8K shares11.13%2026-03-312026-04-27

Sponsored

PH PARKER-HANNIFIN CORP337 shares-2.60%2026-03-312026-04-27

VENU VENU HLDG CORP90.0K shares28.57%2026-03-312026-04-27

INTC INTEL CORP6.6K shares4.48%2026-03-312026-04-27

USFR WISDOMTREE TR5.7K shares5.08%2026-03-312026-04-27

LLY ELI LILLY & CO311 shares8.36%2026-03-312026-04-27

RTX RTX CORPORATION1.5K shares14.69%2026-03-312026-04-27

VGT VANGUARD WORLD FD404 shares0.00%2026-03-312026-04-27

KO COCA COLA CO3.6K shares19.77%2026-03-312026-04-27

Sponsored

DVY ISHARES TR1.8K shares-6.42%2026-03-312026-04-27

T AT&T INC9.4K shares11.48%2026-03-312026-04-27

ADBE ADOBE INC1.1K sharesnew addition2026-03-312026-04-27

KTOS KRATOS DEFENSE & SEC SOLUTIO3.8K shares0.00%2026-03-312026-04-27

MPC MARATHON PETE CORP1.1K sharesnew addition2026-03-312026-04-27

VANGUARD INDEX FDS VANGUARD INDEX FDS430 shares0.00%2026-03-312026-04-27

COF CAPITAL ONE FINL CORP1.4K shares0.00%2026-03-312026-04-27

BSCS INVESCO EXCH TRD SLF IDX FD12.0K shares-1.77%2026-03-312026-04-27

Sponsored

IEFA ISHARES TR2.7K sharesnew addition2026-03-312026-04-27

MO ALTRIA GROUP INC3.7K shares0.00%2026-03-312026-04-27

BSCQ INVESCO EXCH TRD SLF IDX FD12.4K shares-1.80%2026-03-312026-04-27

SXC SUNCOKE ENERGY INC37.1K shares18.84%2026-03-312026-04-27

BA BOEING CO1.2K shares0.00%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC665 shares-1.19%2026-03-312026-04-27

SCHZ SCHWAB STRATEGIC TR9.7K sharesnew addition2026-03-312026-04-27

USMV ISHARES TR2.4K shares-57.94%2026-03-312026-04-27

Sponsored

VEU VANGUARD INTL EQUITY INDEX F3.0K shares0.00%2026-03-312026-04-27

EOS EATON VANCE ENHANCED EQUITY10.7K shares-3.93%2026-03-312026-04-27

EMR EMERSON ELEC CO1.7K sharesnew addition2026-03-312026-04-27

BE BLOOM ENERGY CORP1.6K sharesnew addition2026-03-312026-04-27

VYM VANGUARD WHITEHALL FDS1.4K shares0.07%2026-03-312026-04-27

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.9K shares-82.25%2026-03-312026-04-27

HISF FIRST TR EXCHANGE-TRADED FD4.6K shares-11.63%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC1.4K sharesnew addition2026-03-312026-04-27

Sponsored

ET ENERGY TRANSFER L P10.3K shares-1.90%2026-03-312026-04-27

NAD NUVEEN QUALITY MUNCP INCOME15.8K shares54.73%2026-03-312026-04-27

USA LIBERTY ALL STAR EQUITY FD31.8K shares-1.15%2026-03-312026-04-27

MMU WESTERN ASSET MANAGED MUNS F11.4K shares0.00%2026-03-312026-04-27

RITM RITHM CAPITAL CORP10.9K sharesnew addition2026-03-312026-04-27

QUBT QUANTUM COMPUTING INC13.3K shares-10.17%2026-03-312026-04-27

CLF CLEVELAND-CLIFFS INC NEW10.0K shares0.00%2026-03-312026-04-27

IVV

ISHARES TR

-1.89%

Shares45.8K

Event2026-03-31

Filed2026-04-27

MOAT

VANECK ETF TRUST

4.38%

Shares196.1K

Event2026-03-31

Filed2026-04-27

SPMO

INVESCO EXCH TRADED FD TR II

-1.92%

Shares142.3K

Event2026-03-31

Filed2026-04-27

DIVO

AMPLIFY ETF TR

72.05%

Shares293.5K

Event2026-03-31

Filed2026-04-27

COWZ

PACER FDS TR

-34.74%

Shares160.8K

Event2026-03-31

Filed2026-04-27

XMHQ

INVESCO EXCHANGE TRADED FD T

9.75%

Shares96.9K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

4.20%

Shares32.6K

Event2026-03-31

Filed2026-04-27

IWF

ISHARES TR

0.10%

Shares17.6K

Event2026-03-31

Filed2026-04-27

VCIT

VANGUARD SCOTTSDALE FDS

4.32%

Shares71.1K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

0.41%

Shares14.6K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

1.14%

Shares24.6K

Event2026-03-31

Filed2026-04-27

BLDR

BUILDERS FIRSTSOURCE INC

5.99%

Shares48.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

0.70%

Shares13.8K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

-4.31%

Shares12.8K

Event2026-03-31

Filed2026-04-27

SCHV

SCHWAB STRATEGIC TR

-5.87%

Shares104.3K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

0.17%

Shares12.8K

Event2026-03-31

Filed2026-04-27

CGDV

CAPITAL GROUP DIVIDEND VALUE

48.34%

Shares64.1K

Event2026-03-31

Filed2026-04-27

SPTM

SPDR SERIES TRUST

-3.82%

Shares32.5K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

0.41%

Shares12.1K

Event2026-03-31

Filed2026-04-27

PBUS

INVESCO EXCH TRADED FD TR II

3.73%

Shares37.3K

Event2026-03-31

Filed2026-04-27

AEP

AMERICAN ELEC PWR CO INC

-1.63%

Shares17.9K

Event2026-03-31

Filed2026-04-27

AVNM

AMERICAN CENTY ETF TR

5.89%

Shares30.5K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

-1.49%

Shares10.3K

Event2026-03-31

Filed2026-04-27

QQQM

INVESCO EXCH TRADED FD TR II

-0.19%

Shares8.9K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

9.19%

Shares7.2K

Event2026-03-31

Filed2026-04-27

VISA INC

-3.36%

Shares6.8K

Event2026-03-31

Filed2026-04-27

BLACKSTONE INC

-8.86%

Shares17.3K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

5.76%

Shares4.0K

Event2026-03-31

Filed2026-04-27

SGOV

ISHARES TR

32.10%

Shares18.2K

Event2026-03-31

Filed2026-04-27

EOG

EOG RES INC

1.28%

Shares11.7K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

0.26%

Shares9.7K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

76.99%

Shares2.4K

Event2026-03-31

Filed2026-04-27

RDVY

FIRST TR EXCHANGE TRADED FD

-2.06%

Shares22.3K

Event2026-03-31

Filed2026-04-27

NOW

SERVICENOW INC

-0.48%

Shares14.0K

Event2026-03-31

Filed2026-04-27

FTGS

FIRST TR EXCHANGE-TRADED FD

-10.95%

Shares39.5K

Event2026-03-31

Filed2026-04-27

FDL

FIRST TR EXCHANGE-TRADED FD

-1.71%

Shares26.0K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.34%

Shares4.1K

Event2026-03-31

Filed2026-04-27

SDVY

FIRST TR EXCHANGE TRADED FD

-10.48%

Shares32.5K

Event2026-03-31

Filed2026-04-27

SPAB

SPDR SERIES TRUST

4.93%

Shares47.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

7.85%

Shares3.7K

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

0.29%

Shares12.2K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

3.36%

Shares1.9K

Event2026-03-31

Filed2026-04-27

XLK

SELECT SECTOR SPDR TR

-32.21%

Shares8.3K

Event2026-03-31

Filed2026-04-27

EME

EMCOR GROUP INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-27

VCSH

VANGUARD SCOTTSDALE FDS

5.82%

Shares13.3K

Event2026-03-31

Filed2026-04-27

SCHB

SCHWAB STRATEGIC TR

0.26%

Shares41.1K

Event2026-03-31

Filed2026-04-27

HON

HONEYWELL INTL INC

0.45%

Shares4.5K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

12.42%

Shares8.2K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

0.92%

Shares992

Event2026-03-31

Filed2026-04-27

AIRR

FIRST TR EXCHANGE TRADED FD

0.98%

Shares8.9K

Event2026-03-31

Filed2026-04-27

SCHD

SCHWAB STRATEGIC TR

-18.76%

Shares31.9K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

0.35%

Shares6.3K

Event2026-03-31

Filed2026-04-27

ATO

ATMOS ENERGY CORP

-0.83%

Shares5.3K

Event2026-03-31

Filed2026-04-27

TRI CONTL CORP

-1.88%

Shares29.6K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

0.01%

Shares27.8K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

5.90%

Shares3.2K

Event2026-03-31

Filed2026-04-27

FIBK

FIRST INTST BANCSYSTEM INC

-1.06%

Shares27.0K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-2.33%

Shares4.5K

Event2026-03-31

Filed2026-04-27

SDY

SPDR SERIES TRUST

-32.53%

Shares5.9K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

3.06%

Shares3.9K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

1.89%

Shares5.8K

Event2026-03-31

Filed2026-04-27

NVS

NOVARTIS AG

-0.73%

Shares5.5K

Event2026-03-31

Filed2026-04-27

UPS

UNITED PARCEL SVCS INC

1.34%

Shares7.8K

Event2026-03-31

Filed2026-04-27

JSMD

JANUS DETROIT STR TR

10.76%

Shares9.4K

Event2026-03-31

Filed2026-04-27

FIXD

FIRST TR EXCHNG TRADED FD VI

9.82%

Shares16.7K

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

2.45%

Shares3.6K

Event2026-03-31

Filed2026-04-27

FPE

FIRST TR EXCH TRADED FD III

-5.55%

Shares38.8K

Event2026-03-31

Filed2026-04-27

SPIB

SPDR SERIES TRUST

3.47%

Shares20.3K

Event2026-03-31

Filed2026-04-27

CIBR

FIRST TR EXCHANGE-TRADED FD

11.34%

Shares10.9K

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

93.45%

Shares2.0K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

0.50%

Shares2.6K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

13.81%

Shares1.6K

Event2026-03-31

Filed2026-04-27

NEA

NUVEEN AMT FREE QLTY MUN INC

0.00%

Shares53.7K

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

-0.24%

Shares12.3K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

-0.62%

Shares13.0K

Event2026-03-31

Filed2026-04-27

KROGER CO

4.93%

Shares8.2K

Event2026-03-31

Filed2026-04-27

AMGN

AMGEN INC

0.12%

Shares1.7K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

7.75%

Shares1.0K

Event2026-03-31

Filed2026-04-27

DSI

ISHARES TR

-4.29%

Shares4.7K

Event2026-03-31

Filed2026-04-27

UNH

UNITEDHEALTH GROUP INC

0.39%

Shares2.1K

Event2026-03-31

Filed2026-04-27

TAXF

AMERICAN CENTY ETF TR

5.51%

Shares10.2K

Event2026-03-31

Filed2026-04-27

IWR

ISHARES TR

-1.41%

Shares5.2K

Event2026-03-31

Filed2026-04-27

GLW

CORNING INC

-9.14%

Shares3.6K

Event2026-03-31

Filed2026-04-27

MORGAN STANLEY

-7.50%

Shares3.0K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

4.89%

Shares6.2K

Event2026-03-31

Filed2026-04-27

IJR

ISHARES TR

-0.05%

Shares3.7K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

15.28%

Shares649

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

-0.36%

Shares4.7K

Event2026-03-31

Filed2026-04-27

FTEC

FIDELITY COVINGTON TRUST

-1.40%

Shares2.2K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

2.11%

Shares870

Event2026-03-31

Filed2026-04-27

IBIT

ISHARES BITCOIN TRUST ETF

37.21%

Shares11.3K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

-2.59%

Shares1.7K

Event2026-03-31

Filed2026-04-27

PAVE

GLOBAL X FDS

2.61%

Shares7.8K

Event2026-03-31

Filed2026-04-27

NOC

NORTHROP GRUMMAN CORP

0.34%

Shares584

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

FMHI

FIRST TR EXCH TRADED FD III

1.42%

Shares7.6K

Event2026-03-31

Filed2026-04-27

IBM

INTERNATIONAL BUSINESS MACHS

6.52%

Shares1.5K

Event2026-03-31

Filed2026-04-27

JACOBS SOLUTIONS INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

8.55%

Shares1.7K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

6.76%

Shares1.1K

Event2026-03-31

Filed2026-04-27

SCHM

SCHWAB STRATEGIC TR

-1.64%

Shares10.6K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

New

Shares3.5K

Event2026-03-31

Filed2026-04-27

SYK

STRYKER CORPORATION

-1.73%

Shares963

Event2026-03-31

Filed2026-04-27

OWENS CORNING NEW

11.13%

Shares2.8K

Event2026-03-31

Filed2026-04-27

PARKER-HANNIFIN CORP

-2.60%

Shares337

Event2026-03-31

Filed2026-04-27

VENU

VENU HLDG CORP

28.57%

Shares90.0K

Event2026-03-31

Filed2026-04-27

INTC

INTEL CORP

4.48%

Shares6.6K

Event2026-03-31

Filed2026-04-27

USFR

WISDOMTREE TR

5.08%

Shares5.7K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

8.36%

Shares311

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

14.69%

Shares1.5K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

0.00%

Shares404

Event2026-03-31

Filed2026-04-27

COCA COLA CO

19.77%

Shares3.6K

Event2026-03-31

Filed2026-04-27

DVY

ISHARES TR

-6.42%

Shares1.8K

Event2026-03-31

Filed2026-04-27

AT&T INC

11.48%

Shares9.4K

Event2026-03-31

Filed2026-04-27

ADBE

ADOBE INC

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

VANGUARD INDEX FDS

0.00%

Shares430

Event2026-03-31

Filed2026-04-27

COF

CAPITAL ONE FINL CORP

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-27

BSCS

INVESCO EXCH TRD SLF IDX FD

-1.77%

Shares12.0K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

0.00%

Shares3.7K

Event2026-03-31

Filed2026-04-27

BSCQ

INVESCO EXCH TRD SLF IDX FD

-1.80%

Shares12.4K

Event2026-03-31

Filed2026-04-27

SXC

SUNCOKE ENERGY INC

18.84%

Shares37.1K

Event2026-03-31

Filed2026-04-27

BOEING CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

-1.19%

Shares665

Event2026-03-31

Filed2026-04-27

SCHZ

SCHWAB STRATEGIC TR

New

Shares9.7K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-57.94%

Shares2.4K

Event2026-03-31

Filed2026-04-27

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares3.0K

Event2026-03-31

Filed2026-04-27

EOS

EATON VANCE ENHANCED EQUITY

-3.93%

Shares10.7K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

New

Shares1.7K

Event2026-03-31

Filed2026-04-27

BLOOM ENERGY CORP

New

Shares1.6K

Event2026-03-31

Filed2026-04-27

VYM

VANGUARD WHITEHALL FDS

0.07%

Shares1.4K

Event2026-03-31

Filed2026-04-27

APOLLO GLOBAL MGMT INC

-82.25%

Shares1.9K

Event2026-03-31

Filed2026-04-27

HISF

FIRST TR EXCHANGE-TRADED FD

-11.63%

Shares4.6K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-27

ENERGY TRANSFER L P

-1.90%

Shares10.3K

Event2026-03-31

Filed2026-04-27

NAD

NUVEEN QUALITY MUNCP INCOME

54.73%

Shares15.8K

Event2026-03-31

Filed2026-04-27

USA

LIBERTY ALL STAR EQUITY FD

-1.15%

Shares31.8K

Event2026-03-31

Filed2026-04-27

MMU

WESTERN ASSET MANAGED MUNS F

0.00%

Shares11.4K

Event2026-03-31

Filed2026-04-27

RITM

RITHM CAPITAL CORP

New

Shares10.9K

Event2026-03-31

Filed2026-04-27

QUBT

QUANTUM COMPUTING INC

-10.17%

Shares13.3K

Event2026-03-31

Filed2026-04-27

CLF

CLEVELAND-CLIFFS INC NEW

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSTATE STR SPDR S&P 500 ETF T100 sharesnew addition2026-03-312026-04-27

SPY Put

STATE STR SPDR S&P 500 ETF T

New

Shares100

Event2026-03-31

Filed2026-04-27