Sponsored

The Analysis of Andina Capital Management, LLC's Holdings & P&L

Currently, Andina Capital Management, LLC holds 119 types of securities in its portfolio with a total value $113.1M. In the most recent quarter, they have increased their positions in FSK (+224.2K shares, valued at $2.3M), STRK (+22.3K shares, valued at $1.6M), FHI (+10.0K shares, valued at $569.4K); decreased their positions in USFR (-78.7K shares, valued at $4.0M), AGG (-24.3K shares, valued at $2.4M), VEA (-31.8K shares, valued at $2.0M); initiated new positions in STRK (+22.3K shares, valued at $1.6M), FHI (+10.0K shares, valued at $569.4K), USDX (+22.1K shares, valued at $567.0K).

1M P&L

+1.4M+1.17%

3M P&L

+2.6M+2.24%

HY P&L

+3.9M+3.37%

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/A80.3M

73.2%

2Asset Management6.9M

6.3%

3Software - Infrastructure3.2M

2.9%

Top Industries by Stock Count

1N/A52 stocks

47.7%

2Software - Infrastructure5 stocks

4.6%

3Software - Application5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AGG ISHARES TR78.6K shares-23.61%2026-03-312026-04-17

FSK FS KKR CAP CORP563.3K shares66.13%2026-03-312026-04-17

VEA VANGUARD TAX-MANAGED FDS83.5K shares-27.55%2026-03-312026-04-17

XDSQ INNOVATOR ETFS TRUST130.8K shares-25.67%2026-03-312026-04-17

BUFR FIRST TR EXCHNG TRADED FD VI146.0K shares-18.70%2026-03-312026-04-17

VWO VANGUARD INTL EQUITY INDEX F81.4K shares-25.23%2026-03-312026-04-17

USFR WISDOMTREE TR80.1K shares-49.57%2026-03-312026-04-17

VONG VANGUARD SCOTTSDALE FDS31.1K shares-29.23%2026-03-312026-04-17

Sponsored

SCHI SCHWAB STRATEGIC TR107.6K shares-20.16%2026-03-312026-04-17

FDIV EA SERIES TRUST90.7K shares-22.73%2026-03-312026-04-17

VONV VANGUARD SCOTTSDALE FDS25.2K shares-27.98%2026-03-312026-04-17

MTBA SIMPLIFY EXCHANGE TRADED FUN45.7K shares-33.33%2026-03-312026-04-17

BUFF INNOVATOR ETFS TRUST42.0K shares-22.42%2026-03-312026-04-17

SPTL SPDR SERIES TRUST75.3K shares-23.75%2026-03-312026-04-17

SMMD ISHARES TR25.0K shares-31.20%2026-03-312026-04-17

CRWV COREWEAVE INC24.5K shares-44.54%2026-03-312026-04-17

Sponsored

JQUA J P MORGAN EXCHANGE TRADED F30.5K shares-25.60%2026-03-312026-04-17

DFII FIRST TR EXCHANGE-TRADED FD138.9K shares12.59%2026-03-312026-04-17

FLBL FRANKLIN TEMPLETON ETF TR75.7K shares-41.95%2026-03-312026-04-17

STRK STRATEGY INC22.3K sharesnew addition2026-03-312026-04-17

JAAA JANUS DETROIT STR TR31.3K shares-52.77%2026-03-312026-04-17

IBIT ISHARES BITCOIN TRUST ETF40.5K shares-1.95%2026-03-312026-04-17

FMTM EA SERIES TRUST40.9K shares-29.86%2026-03-312026-04-17

CTA SIMPLIFY EXCHANGE TRADED FUN44.4K shares-23.66%2026-03-312026-04-17

Sponsored

PHYS SPROTT ASSET MANAGEMENT LP37.0K shares0.00%2026-03-312026-04-17

MSTR STRATEGY INC9.0K shares74.60%2026-03-312026-04-17

JEPI J P MORGAN EXCHANGE TRADED F19.2K shares-22.65%2026-03-312026-04-17

BIL SPDR SERIES TRUST11.1K shares-54.51%2026-03-312026-04-17

TSLA TESLA INC2.6K shares-16.42%2026-03-312026-04-17

IQLT ISHARES TR21.1K shares-25.42%2026-03-312026-04-17

LHX L3HARRIS TECHNOLOGIES INC2.8K shares-0.07%2026-03-312026-04-17

HYBB ISHARES TR20.3K shares-23.12%2026-03-312026-04-17

Sponsored

CEF SPROTT ASSET MANAGEMENT LP19.5K shares-48.39%2026-03-312026-04-17

KMLM KRANESHARES TRUST29.2K shares-18.46%2026-03-312026-04-17

BUCK SIMPLIFY EXCHANGE TRADED FUN33.2K shares-11.43%2026-03-312026-04-17

NVDA NVIDIA CORPORATION4.4K shares-65.43%2026-03-312026-04-17

ETHA ISHARES ETHEREUM TR44.0K shares-6.94%2026-03-312026-04-17

AAPL APPLE INC2.7K shares-50.80%2026-03-312026-04-17

BIZD VANECK ETF TRUST50.1K shares0.31%2026-03-312026-04-17

BCD ABRDN ETFS17.0K shares-34.71%2026-03-312026-04-17

Sponsored

FHI FEDERATED HERMES INC10.0K sharesnew addition2026-03-312026-04-17

IEF ISHARES TR6.0K shares-56.16%2026-03-312026-04-17

USDX RBB FD INC22.1K sharesnew addition2026-03-312026-04-17

NFLX NETFLIX INC.5.8K shares-18.00%2026-03-312026-04-17

SCHD SCHWAB STRATEGIC TR17.5K shares-0.22%2026-03-312026-04-17

FTI TECHNIPFMC PLC7.7K sharesnew addition2026-03-312026-04-17

CALM CAL MAINE FOODS INC6.7K sharesnew addition2026-03-312026-04-17

OII OCEANEERING INTL INC14.8K sharesnew addition2026-03-312026-04-17

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP2.4K sharesnew addition2026-03-312026-04-17

PAAA PGIM ETF TR10.1K shares-49.01%2026-03-312026-04-17

KLAC KLA CORP321 shares51.42%2026-03-312026-04-17

FIXD FIRST TR EXCHNG TRADED FD VI10.2K shares-58.47%2026-03-312026-04-17

CSTM CONSTELLIUM SE18.1K sharesnew addition2026-03-312026-04-17

HALO HALOZYME THERAPEUTICS INC6.8K sharesnew addition2026-03-312026-04-17

SOXX ISHARES TR1.3K shares-6.24%2026-03-312026-04-17

MCO MOODYS CORP1.0K shares-21.96%2026-03-312026-04-17

Sponsored

AWI ARMSTRONG WORLD INDS INC NEW2.6K shares-28.39%2026-03-312026-04-17

IVV ISHARES TR650 shares-8.19%2026-03-312026-04-17

FTNT FORTINET INC5.2K sharesnew addition2026-03-312026-04-17

LLY ELI LILLY & CO456 shares72.08%2026-03-312026-04-17

ULS UL SOLUTIONS INC4.9K sharesnew addition2026-03-312026-04-17

HWM HOWMET AEROSPACE INC1.8K sharesnew addition2026-03-312026-04-17

ADP AUTOMATIC DATA PROCESSING IN2.0K sharesnew addition2026-03-312026-04-17

IPAR INTERPARFUMS INC4.4K sharesnew addition2026-03-312026-04-17

Sponsored

TT TRANE TECHNOLOGIES PLC957 sharesnew addition2026-03-312026-04-17

AUPH AURINIA PHARMACEUTICALS INC26.9K sharesnew addition2026-03-312026-04-17

PJT PJT PARTNERS INC2.8K sharesnew addition2026-03-312026-04-17

CARG CARGURUS INC11.7K sharesnew addition2026-03-312026-04-17

VANGUARD INDEX FDS VANGUARD INDEX FDS659 shares-0.30%2026-03-312026-04-17

ANGLOGOLD ASHANTI PLC ANGLOGOLD ASHANTI PLC4.0K sharesnew addition2026-03-312026-04-17

WDFC WD 40 CO1.9K sharesnew addition2026-03-312026-04-17

COEUR MNG INC COEUR MNG INC20.1K sharesnew addition2026-03-312026-04-17

Sponsored

PFLT PENNANTPARK FLOATING RATE CA46.9K sharesnew addition2026-03-312026-04-17

FRPT FRESHPET INC6.4K sharesnew addition2026-03-312026-04-17

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC1.6K sharesnew addition2026-03-312026-04-17

MSFT MICROSOFT CORP1.0K shares-52.02%2026-03-312026-04-17

SFM SPROUTS FMRS MKT INC4.8K sharesnew addition2026-03-312026-04-17

RL RALPH LAUREN CORP1.1K sharesnew addition2026-03-312026-04-17

KGC KINROSS GOLD CORP12.0K sharesnew addition2026-03-312026-04-17

INCY INCYTE CORP3.8K sharesnew addition2026-03-312026-04-17

Sponsored

VTI VANGUARD INDEX FDS1.1K shares-51.28%2026-03-312026-04-17

ALLE ALLEGION PLC2.5K sharesnew addition2026-03-312026-04-17

VIGI VANGUARD WHITEHALL FDS4.0K shares-23.80%2026-03-312026-04-17

JEPQ J P MORGAN EXCHANGE TRADED F6.3K sharesnew addition2026-03-312026-04-17

DAVE INC DAVE INC2.0K sharesnew addition2026-03-312026-04-17

CTAS CINTAS CORP2.0K shares-15.87%2026-03-312026-04-17

PTC PTC INC2.4K sharesnew addition2026-03-312026-04-17

LDOS LEIDOS HOLDINGS INC2.1K sharesnew addition2026-03-312026-04-17

Sponsored

TRIP TRIPADVISOR INC30.5K sharesnew addition2026-03-312026-04-17

AGGH SIMPLIFY EXCHANGE TRADED FUN15.9K shares-53.76%2026-03-312026-04-17

BSVO EA SERIES TRUST12.7K shares0.00%2026-03-312026-04-17

CHKP CHECK POINT SOFTWARE TECH LT2.2K sharesnew addition2026-03-312026-04-17

SPY STATE STR SPDR S&P 500 ETF T480 shares-34.52%2026-03-312026-04-17

IDXX IDEXX LABS INC551 sharesnew addition2026-03-312026-04-17

APP APPLOVIN CORP777 shares-4.90%2026-03-312026-04-17

BAC BANK AMERICA CORP6.1K shares-13.44%2026-03-312026-04-17

Sponsored

STIP ISHARES TR2.8K shares-58.16%2026-03-312026-04-17

TMUS T-MOBILE US INC1.4K sharesnew addition2026-03-312026-04-17

IJH ISHARES TR4.1K shares8.15%2026-03-312026-04-17

ONEQ FIDELITY COMWLTH TR3.2K shares0.00%2026-03-312026-04-17

FSCO FS CREDIT OPPORTUNITIES CORP50.9K shares172.79%2026-03-312026-04-17

XOM EXXON MOBIL CORP1.5K shares-31.84%2026-03-312026-04-17

MASI MASIMO CORP1.4K sharesnew addition2026-03-312026-04-17

VCIT VANGUARD SCOTTSDALE FDS3.0K shares-49.97%2026-03-312026-04-17

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL517 shares-37.71%2026-03-312026-04-17

VB VANGUARD INDEX FDS903 shares-34.57%2026-03-312026-04-17

ALPHABET INC ALPHABET INC788 shares-59.49%2026-03-312026-04-17

AMZN AMAZON COM INC1.1K shares-58.26%2026-03-312026-04-17

RS RELIANCE INC738 shares0.00%2026-03-312026-04-17

PG PROCTER & GAMBLE CO1.5K shares-20.22%2026-03-312026-04-17

AFRM AFFIRM HLDGS INC4.8K shares-3.05%2026-03-312026-04-17

ALPHABET INC ALPHABET INC749 shares-67.56%2026-03-312026-04-17

Sponsored

MERCK & CO INC MERCK & CO INC1.7K sharesnew addition2026-03-312026-04-17

BUFD FIRST TR EXCHNG TRADED FD VI7.2K shares-51.32%2026-03-312026-04-17

WEAV WEAVE COMMUNICATIONS INC28.3K shares-1.20%2026-03-312026-04-17

ANGX ANGEL STUDIOS INC38.0K shares0.00%2026-03-312026-04-17

NAGE NIAGEN BIOSCIENCE INC14.1K shares9.90%2026-03-312026-04-17

FEAM 5E ADVANCED MATERIALS INC29.7K shares5.33%2026-03-312026-04-17

DOMO DOMO INC10.0K shares-0.05%2026-03-312026-04-17

AGG

ISHARES TR

-23.61%

Shares78.6K

Event2026-03-31

Filed2026-04-17

FSK

FS KKR CAP CORP

66.13%

Shares563.3K

Event2026-03-31

Filed2026-04-17

VEA

VANGUARD TAX-MANAGED FDS

-27.55%

Shares83.5K

Event2026-03-31

Filed2026-04-17

XDSQ

INNOVATOR ETFS TRUST

-25.67%

Shares130.8K

Event2026-03-31

Filed2026-04-17

BUFR

FIRST TR EXCHNG TRADED FD VI

-18.70%

Shares146.0K

Event2026-03-31

Filed2026-04-17

VWO

VANGUARD INTL EQUITY INDEX F

-25.23%

Shares81.4K

Event2026-03-31

Filed2026-04-17

USFR

WISDOMTREE TR

-49.57%

Shares80.1K

Event2026-03-31

Filed2026-04-17

VONG

VANGUARD SCOTTSDALE FDS

-29.23%

Shares31.1K

Event2026-03-31

Filed2026-04-17

SCHI

SCHWAB STRATEGIC TR

-20.16%

Shares107.6K

Event2026-03-31

Filed2026-04-17

FDIV

EA SERIES TRUST

-22.73%

Shares90.7K

Event2026-03-31

Filed2026-04-17

VONV

VANGUARD SCOTTSDALE FDS

-27.98%

Shares25.2K

Event2026-03-31

Filed2026-04-17

MTBA

SIMPLIFY EXCHANGE TRADED FUN

-33.33%

Shares45.7K

Event2026-03-31

Filed2026-04-17

BUFF

INNOVATOR ETFS TRUST

-22.42%

Shares42.0K

Event2026-03-31

Filed2026-04-17

SPTL

SPDR SERIES TRUST

-23.75%

Shares75.3K

Event2026-03-31

Filed2026-04-17

SMMD

ISHARES TR

-31.20%

Shares25.0K

Event2026-03-31

Filed2026-04-17

CRWV

COREWEAVE INC

-44.54%

Shares24.5K

Event2026-03-31

Filed2026-04-17

JQUA

J P MORGAN EXCHANGE TRADED F

-25.60%

Shares30.5K

Event2026-03-31

Filed2026-04-17

DFII

FIRST TR EXCHANGE-TRADED FD

12.59%

Shares138.9K

Event2026-03-31

Filed2026-04-17

FLBL

FRANKLIN TEMPLETON ETF TR

-41.95%

Shares75.7K

Event2026-03-31

Filed2026-04-17

STRK

STRATEGY INC

New

Shares22.3K

Event2026-03-31

Filed2026-04-17

JAAA

JANUS DETROIT STR TR

-52.77%

Shares31.3K

Event2026-03-31

Filed2026-04-17

IBIT

ISHARES BITCOIN TRUST ETF

-1.95%

Shares40.5K

Event2026-03-31

Filed2026-04-17

FMTM

EA SERIES TRUST

-29.86%

Shares40.9K

Event2026-03-31

Filed2026-04-17

CTA

SIMPLIFY EXCHANGE TRADED FUN

-23.66%

Shares44.4K

Event2026-03-31

Filed2026-04-17

PHYS

SPROTT ASSET MANAGEMENT LP

0.00%

Shares37.0K

Event2026-03-31

Filed2026-04-17

MSTR

STRATEGY INC

74.60%

Shares9.0K

Event2026-03-31

Filed2026-04-17

JEPI

J P MORGAN EXCHANGE TRADED F

-22.65%

Shares19.2K

Event2026-03-31

Filed2026-04-17

BIL

SPDR SERIES TRUST

-54.51%

Shares11.1K

Event2026-03-31

Filed2026-04-17

TSLA

TESLA INC

-16.42%

Shares2.6K

Event2026-03-31

Filed2026-04-17

IQLT

ISHARES TR

-25.42%

Shares21.1K

Event2026-03-31

Filed2026-04-17

LHX

L3HARRIS TECHNOLOGIES INC

-0.07%

Shares2.8K

Event2026-03-31

Filed2026-04-17

HYBB

ISHARES TR

-23.12%

Shares20.3K

Event2026-03-31

Filed2026-04-17

CEF

SPROTT ASSET MANAGEMENT LP

-48.39%

Shares19.5K

Event2026-03-31

Filed2026-04-17

KMLM

KRANESHARES TRUST

-18.46%

Shares29.2K

Event2026-03-31

Filed2026-04-17

BUCK

SIMPLIFY EXCHANGE TRADED FUN

-11.43%

Shares33.2K

Event2026-03-31

Filed2026-04-17

NVDA

NVIDIA CORPORATION

-65.43%

Shares4.4K

Event2026-03-31

Filed2026-04-17

ETHA

ISHARES ETHEREUM TR

-6.94%

Shares44.0K

Event2026-03-31

Filed2026-04-17

AAPL

APPLE INC

-50.80%

Shares2.7K

Event2026-03-31

Filed2026-04-17

BIZD

VANECK ETF TRUST

0.31%

Shares50.1K

Event2026-03-31

Filed2026-04-17

BCD

ABRDN ETFS

-34.71%

Shares17.0K

Event2026-03-31

Filed2026-04-17

FHI

FEDERATED HERMES INC

New

Shares10.0K

Event2026-03-31

Filed2026-04-17

IEF

ISHARES TR

-56.16%

Shares6.0K

Event2026-03-31

Filed2026-04-17

USDX

RBB FD INC

New

Shares22.1K

Event2026-03-31

Filed2026-04-17

NFLX

NETFLIX INC.

-18.00%

Shares5.8K

Event2026-03-31

Filed2026-04-17

SCHD

SCHWAB STRATEGIC TR

-0.22%

Shares17.5K

Event2026-03-31

Filed2026-04-17

FTI

TECHNIPFMC PLC

New

Shares7.7K

Event2026-03-31

Filed2026-04-17

CALM

CAL MAINE FOODS INC

New

Shares6.7K

Event2026-03-31

Filed2026-04-17

OII

OCEANEERING INTL INC

New

Shares14.8K

Event2026-03-31

Filed2026-04-17

LAM RESEARCH CORP

New

Shares2.4K

Event2026-03-31

Filed2026-04-17

PAAA

PGIM ETF TR

-49.01%

Shares10.1K

Event2026-03-31

Filed2026-04-17

KLAC

KLA CORP

51.42%

Shares321

Event2026-03-31

Filed2026-04-17

FIXD

FIRST TR EXCHNG TRADED FD VI

-58.47%

Shares10.2K

Event2026-03-31

Filed2026-04-17

CSTM

CONSTELLIUM SE

New

Shares18.1K

Event2026-03-31

Filed2026-04-17

HALO

HALOZYME THERAPEUTICS INC

New

Shares6.8K

Event2026-03-31

Filed2026-04-17

SOXX

ISHARES TR

-6.24%

Shares1.3K

Event2026-03-31

Filed2026-04-17

MCO

MOODYS CORP

-21.96%

Shares1.0K

Event2026-03-31

Filed2026-04-17

AWI

ARMSTRONG WORLD INDS INC NEW

-28.39%

Shares2.6K

Event2026-03-31

Filed2026-04-17

IVV

ISHARES TR

-8.19%

Shares650

Event2026-03-31

Filed2026-04-17

FTNT

FORTINET INC

New

Shares5.2K

Event2026-03-31

Filed2026-04-17

LLY

ELI LILLY & CO

72.08%

Shares456

Event2026-03-31

Filed2026-04-17

ULS

UL SOLUTIONS INC

New

Shares4.9K

Event2026-03-31

Filed2026-04-17

HWM

HOWMET AEROSPACE INC

New

Shares1.8K

Event2026-03-31

Filed2026-04-17

ADP

AUTOMATIC DATA PROCESSING IN

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

IPAR

INTERPARFUMS INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-17

TRANE TECHNOLOGIES PLC

New

Shares957

Event2026-03-31

Filed2026-04-17

AUPH

AURINIA PHARMACEUTICALS INC

New

Shares26.9K

Event2026-03-31

Filed2026-04-17

PJT

PJT PARTNERS INC

New

Shares2.8K

Event2026-03-31

Filed2026-04-17

CARG

CARGURUS INC

New

Shares11.7K

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-0.30%

Shares659

Event2026-03-31

Filed2026-04-17

ANGLOGOLD ASHANTI PLC

New

Shares4.0K

Event2026-03-31

Filed2026-04-17

WDFC

WD 40 CO

New

Shares1.9K

Event2026-03-31

Filed2026-04-17

COEUR MNG INC

New

Shares20.1K

Event2026-03-31

Filed2026-04-17

PFLT

PENNANTPARK FLOATING RATE CA

New

Shares46.9K

Event2026-03-31

Filed2026-04-17

FRPT

FRESHPET INC

New

Shares6.4K

Event2026-03-31

Filed2026-04-17

FERGUSON ENTERPRISES INC

New

Shares1.6K

Event2026-03-31

Filed2026-04-17

MSFT

MICROSOFT CORP

-52.02%

Shares1.0K

Event2026-03-31

Filed2026-04-17

SFM

SPROUTS FMRS MKT INC

New

Shares4.8K

Event2026-03-31

Filed2026-04-17

RALPH LAUREN CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-17

KGC

KINROSS GOLD CORP

New

Shares12.0K

Event2026-03-31

Filed2026-04-17

INCY

INCYTE CORP

New

Shares3.8K

Event2026-03-31

Filed2026-04-17

VTI

VANGUARD INDEX FDS

-51.28%

Shares1.1K

Event2026-03-31

Filed2026-04-17

ALLE

ALLEGION PLC

New

Shares2.5K

Event2026-03-31

Filed2026-04-17

VIGI

VANGUARD WHITEHALL FDS

-23.80%

Shares4.0K

Event2026-03-31

Filed2026-04-17

JEPQ

J P MORGAN EXCHANGE TRADED F

New

Shares6.3K

Event2026-03-31

Filed2026-04-17

DAVE INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-17

CTAS

CINTAS CORP

-15.87%

Shares2.0K

Event2026-03-31

Filed2026-04-17

PTC

PTC INC

New

Shares2.4K

Event2026-03-31

Filed2026-04-17

LDOS

LEIDOS HOLDINGS INC

New

Shares2.1K

Event2026-03-31

Filed2026-04-17

TRIP

TRIPADVISOR INC

New

Shares30.5K

Event2026-03-31

Filed2026-04-17

AGGH

SIMPLIFY EXCHANGE TRADED FUN

-53.76%

Shares15.9K

Event2026-03-31

Filed2026-04-17

BSVO

EA SERIES TRUST

0.00%

Shares12.7K

Event2026-03-31

Filed2026-04-17

CHKP

CHECK POINT SOFTWARE TECH LT

New

Shares2.2K

Event2026-03-31

Filed2026-04-17

SPY

STATE STR SPDR S&P 500 ETF T

-34.52%

Shares480

Event2026-03-31

Filed2026-04-17

IDXX

IDEXX LABS INC

New

Shares551

Event2026-03-31

Filed2026-04-17

APP

APPLOVIN CORP

-4.90%

Shares777

Event2026-03-31

Filed2026-04-17

BAC

BANK AMERICA CORP

-13.44%

Shares6.1K

Event2026-03-31

Filed2026-04-17

STIP

ISHARES TR

-58.16%

Shares2.8K

Event2026-03-31

Filed2026-04-17

TMUS

T-MOBILE US INC

New

Shares1.4K

Event2026-03-31

Filed2026-04-17

IJH

ISHARES TR

8.15%

Shares4.1K

Event2026-03-31

Filed2026-04-17

ONEQ

FIDELITY COMWLTH TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-17

FSCO

FS CREDIT OPPORTUNITIES CORP

172.79%

Shares50.9K

Event2026-03-31

Filed2026-04-17

XOM

EXXON MOBIL CORP

-31.84%

Shares1.5K

Event2026-03-31

Filed2026-04-17

MASI

MASIMO CORP

New

Shares1.4K

Event2026-03-31

Filed2026-04-17

VCIT

VANGUARD SCOTTSDALE FDS

-49.97%

Shares3.0K

Event2026-03-31

Filed2026-04-17

BERKSHIRE HATHAWAY INC DEL

-37.71%

Shares517

Event2026-03-31

Filed2026-04-17

VANGUARD INDEX FDS

-34.57%

Shares903

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-59.49%

Shares788

Event2026-03-31

Filed2026-04-17

AMZN

AMAZON COM INC

-58.26%

Shares1.1K

Event2026-03-31

Filed2026-04-17

RELIANCE INC

0.00%

Shares738

Event2026-03-31

Filed2026-04-17

PROCTER & GAMBLE CO

-20.22%

Shares1.5K

Event2026-03-31

Filed2026-04-17

AFRM

AFFIRM HLDGS INC

-3.05%

Shares4.8K

Event2026-03-31

Filed2026-04-17

ALPHABET INC

-67.56%

Shares749

Event2026-03-31

Filed2026-04-17

MERCK & CO INC

New

Shares1.7K

Event2026-03-31

Filed2026-04-17

BUFD

FIRST TR EXCHNG TRADED FD VI

-51.32%

Shares7.2K

Event2026-03-31

Filed2026-04-17

WEAV

WEAVE COMMUNICATIONS INC

-1.20%

Shares28.3K

Event2026-03-31

Filed2026-04-17

ANGX

ANGEL STUDIOS INC

0.00%

Shares38.0K

Event2026-03-31

Filed2026-04-17

NAGE

NIAGEN BIOSCIENCE INC

9.90%

Shares14.1K

Event2026-03-31

Filed2026-04-17

FEAM

5E ADVANCED MATERIALS INC

5.33%

Shares29.7K

Event2026-03-31

Filed2026-04-17

DOMO

DOMO INC

-0.05%

Shares10.0K

Event2026-03-31

Filed2026-04-17

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available