Sponsored

The Analysis of Apriem Advisors's Holdings & P&L

Currently, Apriem Advisors holds 186 types of securities in its portfolio with a total value $1.0B. In the most recent quarter, they have increased their positions in SGOV (+147.9K shares, valued at $14.9M), VWO (+269.5K shares, valued at $14.6M), MGV (+62.1K shares, valued at $9.0M); decreased their positions in SCHX (-534.3K shares, valued at $13.7M), MGK (-36.0K shares, valued at $13.2M), SPTI (-428.9K shares, valued at $12.3M); initiated new positions in SGOV (+147.9K shares, valued at $14.9M), GLDM (+52.7K shares, valued at $4.9M), MELI (+2.2K shares, valued at $3.8M).

1M P&L

+17.9M+1.65%

3M P&L

-126.8M-10.32%

HY P&L

-87.4M-7.35%

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/A660.8M

66.1%

2Consumer Electronics64.3M

6.4%

3Internet Retail25.3M

2.5%

Top Industries by Stock Count

1N/A67 stocks

38.7%

2Software - Application7 stocks

4.0%

3Drug Manufacturers - General6 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SCHX SCHWAB STRATEGIC TR5.6M shares-8.66%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS935.3K shares-9.50%2026-03-312026-05-15

AAPL APPLE INC234.3K shares-0.87%2026-03-312026-05-15

MOAT VANECK ETF TRUST542.5K shares5.71%2026-03-312026-05-15

MGV VANGUARD WORLD FD315.4K shares24.53%2026-03-312026-05-15

BIL SPDR SERIES TRUST470.1K shares7.46%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS570.9K shares-0.49%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F637.4K shares73.26%2026-03-312026-05-15

Sponsored

SCHD SCHWAB STRATEGIC TR1.1M shares28.92%2026-03-312026-05-15

ALPHABET INC ALPHABET INC114.7K shares-1.44%2026-03-312026-05-15

QQQM INVESCO EXCH TRADED FD TR II107.6K shares-12.54%2026-03-312026-05-15

XOM EXXON MOBIL CORP143.3K shares6.34%2026-03-312026-05-15

MGK VANGUARD WORLD FD63.2K shares-36.34%2026-03-312026-05-15

AMZN AMAZON COM INC94.5K shares-13.90%2026-03-312026-05-15

SCHF SCHWAB STRATEGIC TR746.7K shares-6.50%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T25.2K shares-0.69%2026-03-312026-05-15

Sponsored

SGOV ISHARES TR147.9K sharesnew addition2026-03-312026-05-15

JPM JPMORGAN CHASE & CO44.7K shares-0.36%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP56.0K shares-39.07%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC13.6K shares-4.05%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD55.1K shares-0.19%2026-03-312026-05-15

MSFT MICROSOFT CORP29.4K shares-21.39%2026-03-312026-05-15

VB VANGUARD INDEX FDS41.0K shares190.32%2026-03-312026-05-15

SCHB SCHWAB STRATEGIC TR404.8K shares-0.08%2026-03-312026-05-15

Sponsored

SCHZ SCHWAB STRATEGIC TR436.3K shares-5.33%2026-03-312026-05-15

NVDA NVIDIA CORPORATION53.4K shares3.38%2026-03-312026-05-15

SCHE SCHWAB STRATEGIC TR272.3K shares-0.63%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET286.3K shares96.52%2026-03-312026-05-15

GDX VANECK ETF TRUST92.5K shares0.00%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR12.6K shares-0.87%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP12.0K shares-22.57%2026-03-312026-05-15

TSLA TESLA INC17.9K shares0.74%2026-03-312026-05-15

Sponsored

IWF ISHARES TR15.6K shares-0.35%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.7K shares-3.97%2026-03-312026-05-15

RMD RESMED INC28.9K shares-5.55%2026-03-312026-05-15

ADSK AUTODESK INC26.7K shares-3.51%2026-03-312026-05-15

REGN REGENERON PHARMACEUTICALS8.2K shares-4.99%2026-03-312026-05-15

GLDM WORLD GOLD TR52.7K sharesnew addition2026-03-312026-05-15

CTAS CINTAS CORP27.6K shares-3.06%2026-03-312026-05-15

BA BOEING CO22.4K shares-0.69%2026-03-312026-05-15

Sponsored

VBR VANGUARD INDEX FDS20.3K shares253.99%2026-03-312026-05-15

INTU INTUIT9.7K shares-5.69%2026-03-312026-05-15

XLU SELECT SECTOR SPDR TR89.4K shares0.00%2026-03-312026-05-15

MELI MERCADOLIBRE INC2.2K sharesnew addition2026-03-312026-05-15

ALPHABET INC ALPHABET INC12.9K shares-3.83%2026-03-312026-05-15

MMM 3M CO25.3K shares0.00%2026-03-312026-05-15

SCHV SCHWAB STRATEGIC TR116.9K shares-1.66%2026-03-312026-05-15

SLB SLB LIMITED69.1K shares-5.39%2026-03-312026-05-15

Sponsored

BROADCOM INC BROADCOM INC11.5K shares-21.68%2026-03-312026-05-15

KLAC KLA CORP2.4K shares-3.52%2026-03-312026-05-15

SNA SNAP ON INC9.6K shares-6.72%2026-03-312026-05-15

RSPT INVESCO EXCHANGE TRADED FD T71.6K shares0.00%2026-03-312026-05-15

AMD ADVANCED MICRO DEVICES INC15.6K shares-1.45%2026-03-312026-05-15

EATON CORP PLC EATON CORP PLC8.6K shares-0.23%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION3.1K shares6.05%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON12.0K shares1.36%2026-03-312026-05-15

Sponsored

ABBV ABBVIE INC13.4K shares0.07%2026-03-312026-05-15

SILJ AMPLIFY ETF TR95.0K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION12.9K shares-2.09%2026-03-312026-05-15

MA MASTERCARD INCORPORATED5.3K shares4.13%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS52.6K shares4.68%2026-03-312026-05-15

CRWD CROWDSTRIKE HLDGS INC6.7K shares274.54%2026-03-312026-05-15

META META PLATFORMS INC4.2K shares2.94%2026-03-312026-05-15

VYM VANGUARD WHITEHALL FDS14.0K shares590.42%2026-03-312026-05-15

Sponsored

SCHG SCHWAB STRATEGIC TR70.0K shares-0.21%2026-03-312026-05-15

VBK VANGUARD INDEX FDS6.5K shares20.04%2026-03-312026-05-15

DIA STATE STR SPDR DOW JONES IND4.2K shares0.00%2026-03-312026-05-15

IWM ISHARES TR7.6K shares-0.72%2026-03-312026-05-15

DIS DISNEY WALT CO19.2K shares-76.91%2026-03-312026-05-15

GEV GE VERNOVA INC2.0K shares-4.94%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS2.9K shares-2.93%2026-03-312026-05-15

QCOM QUALCOMM INC13.5K shares-0.14%2026-03-312026-05-15

Sponsored

ADP AUTOMATIC DATA PROCESSING IN8.4K shares-6.14%2026-03-312026-05-15

LLY ELI LILLY & CO1.8K shares0.27%2026-03-312026-05-15

SYK STRYKER CORPORATION5.1K shares-0.14%2026-03-312026-05-15

PFE PFIZER INC58.2K shares-3.02%2026-03-312026-05-15

SMH VANECK ETF TRUST4.2K shares0.00%2026-03-312026-05-15

SRE SEMPRA16.3K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC6.6K shares-5.10%2026-03-312026-05-15

BAC BANK AMERICA CORP31.2K shares-1.08%2026-03-312026-05-15

Sponsored

ED CONSOLIDATED EDISON INC12.7K shares0.00%2026-03-312026-05-15

SBUX STARBUCKS CORP14.8K shares-0.81%2026-03-312026-05-15

NFLX NETFLIX INC.13.4K shares5.26%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC10.6K shares2.03%2026-03-312026-05-15

HON HONEYWELL INTL INC5.5K shares1.99%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP1.4K shares23.51%2026-03-312026-05-15

PANW PALO ALTO NETWORKS INC7.5K shares7.35%2026-03-312026-05-15

CSCO CISCO SYS INC15.5K shares0.01%2026-03-312026-05-15

Sponsored

GDXJ VANECK ETF TRUST10.0K shares233.33%2026-03-312026-05-15

T AT&T INC40.9K shares-0.35%2026-03-312026-05-15

ADBE ADOBE INC4.5K shares-75.02%2026-03-312026-05-15

HD HOME DEPOT INC3.2K shares-0.74%2026-03-312026-05-15

RTX RTX CORPORATION5.3K shares-4.50%2026-03-312026-05-15

GLD SPDR GOLD TR2.3K shares-0.38%2026-03-312026-05-15

NOC NORTHROP GRUMMAN CORP1.4K shares0.00%2026-03-312026-05-15

AMT AMERICAN TOWER CORP5.2K shares-14.47%2026-03-312026-05-15

Sponsored

AMGN AMGEN INC2.5K shares0.00%2026-03-312026-05-15

V VISA INC2.9K shares7.60%2026-03-312026-05-15

PG PROCTER & GAMBLE CO5.7K shares3.51%2026-03-312026-05-15

PLTR PALANTIR TECHNOLOGIES INC5.3K shares8.80%2026-03-312026-05-15

MU MICRON TECHNOLOGY INC2.3K shares57.03%2026-03-312026-05-15

MS MORGAN STANLEY4.4K shares2.30%2026-03-312026-05-15

SLV ISHARES SILVER TR10.3K sharesnew addition2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO11.6K shares-0.52%2026-03-312026-05-15

Sponsored

EMR EMERSON ELEC CO5.3K shares0.02%2026-03-312026-05-15

WMT WALMART INC5.4K shares6.76%2026-03-312026-05-15

CVBF CVB FINL CORP34.5K shares0.00%2026-03-312026-05-15

XLK SELECT SECTOR SPDR TR5.0K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC4.2K shares6.16%2026-03-312026-05-15

CELH CELSIUS HLDGS INC18.1K shares0.00%2026-03-312026-05-15

HLI HOULIHAN LOKEY INC4.5K sharesnew addition2026-03-312026-05-15

SCHW SCHWAB CHARLES CORP6.6K shares-24.85%2026-03-312026-05-15

Sponsored

UNP UNION PAC CORP2.5K shares2.87%2026-03-312026-05-15

VTI VANGUARD INDEX FDS1.9K shares0.00%2026-03-312026-05-15

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares6.43%2026-03-312026-05-15

COHERENT CORP COHERENT CORP2.3K shares0.00%2026-03-312026-05-15

NYT NEW YORK TIMES CO MTN BE6.5K shares0.00%2026-03-312026-05-15

ORCL ORACLE CORP3.6K shares-2.72%2026-03-312026-05-15

IGIB ISHARES TR10.0K shares112.18%2026-03-312026-05-15

NKX NUVEEN CALIF AMT FREE MUNI I43.4K shares4.83%2026-03-312026-05-15

Sponsored

IVV ISHARES TR760 shares-24.98%2026-03-312026-05-15

FRA BLACKROCK FLOATING RATE INCO44.3K shares0.13%2026-03-312026-05-15

CRM SALESFORCE INC2.6K shares30.79%2026-03-312026-05-15

FTEC FIDELITY COVINGTON TRUST2.3K shares0.00%2026-03-312026-05-15

FAST FASTENAL CO10.2K shares-28.67%2026-03-312026-05-15

VUG VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE1.6K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC968 shares-9.02%2026-03-312026-05-15

Sponsored

VZ VERIZON COMMUNICATIONS INC8.7K shares-3.75%2026-03-312026-05-15

ETFS GOLD TR ETFS GOLD TR9.7K shares-4.89%2026-03-312026-05-15

CEG CONSTELLATION ENERGY CORP1.4K shares0.00%2026-03-312026-05-15

DFUS DIMENSIONAL ETF TRUST5.6K shares0.00%2026-03-312026-05-15

PHYS SPROTT ASSET MANAGEMENT LP11.1K shares0.22%2026-03-312026-05-15

CDLR CADELER A S16.0K shares0.00%2026-03-312026-05-15

NAC NUVEEN CA DIVI ADV MUN32.2K shares0.00%2026-03-312026-05-15

PFXF VANECK ETF TRUST21.0K shares0.00%2026-03-312026-05-15

Sponsored

GKOS GLAUKOS CORP3.4K shares0.00%2026-03-312026-05-15

PFEB INNOVATOR ETFS TRUST9.2K shares0.00%2026-03-312026-05-15

ABT ABBOTT LABORATORIES3.5K shares4.26%2026-03-312026-05-15

KO COCA COLA CO4.7K shares0.00%2026-03-312026-05-15

MEDTRONIC PLC MEDTRONIC PLC4.1K shares-2.86%2026-03-312026-05-15

DBL DOUBLELINE OPPORTUNISTIC CR24.1K shares0.00%2026-03-312026-05-15

FCX FREEPORT MCMORAN INC5.9K shares0.02%2026-03-312026-05-15

PBF PBF ENERGY INC7.2K shares-2.95%2026-03-312026-05-15

Sponsored

NEE NEXTERA ENERGY INC3.6K shares0.00%2026-03-312026-05-15

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.4K shares0.00%2026-03-312026-05-15

CITIGROUP INC CITIGROUP INC2.7K shares15.80%2026-03-312026-05-15

QLD PROSHARES TR4.9K shares0.00%2026-03-312026-05-15

EVV EATON VANCE LIMITED DURATION31.5K shares0.10%2026-03-312026-05-15

VTV VANGUARD INDEX FDS1.5K shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV220 shares12.24%2026-03-312026-05-15

BRO BROWN & BROWN INC4.3K shares0.00%2026-03-312026-05-15

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.2K shares0.00%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.7K shares-5.70%2026-03-312026-05-15

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-15

ZMAR INNOVATOR ETFS TRUST9.7K shares0.00%2026-03-312026-05-15

KFEB INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-05-15

IBB ISHARES TR1.5K shares0.00%2026-03-312026-05-15

AMAT APPLIED MATLS INC756 sharesnew addition2026-03-312026-05-15

SPTI SPDR SERIES TRUST9.0K shares-97.94%2026-03-312026-05-15

Sponsored

VGT VANGUARD WORLD FD364 shares0.00%2026-03-312026-05-15

INTC INTEL CORP5.7K shares0.99%2026-03-312026-05-15

IJH ISHARES TR3.6K shares-21.53%2026-03-312026-05-15

MCD MCDONALDS CORP791 shares7.91%2026-03-312026-05-15

SPXX NUVEEN S&P 500 DYNAMIC OVERW15.1K sharesnew addition2026-03-312026-05-15

GM GENERAL MTRS CO3.2K shares0.00%2026-03-312026-05-15

ZFEB INNOVATOR ETFS TRUST9.5K shares0.00%2026-03-312026-05-15

WFC WELLS FARGO & CO3.0K shares0.00%2026-03-312026-05-15

Sponsored

NTRA NATERA INC1.2K shares0.00%2026-03-312026-05-15

ARM ARM HOLDINGS PLC1.5K sharesnew addition2026-03-312026-05-15

VDC VANGUARD WORLD FD1.0K shares0.00%2026-03-312026-05-15

TROW PRICE T ROWE GROUP INC2.5K shares-37.28%2026-03-312026-05-15

SOLV SOLVENTUM CORP3.4K shares0.00%2026-03-312026-05-15

SDY SPDR SERIES TRUST1.5K shares0.00%2026-03-312026-05-15

PSLV SPROTT ASSET MANAGEMENT LP9.0K shares0.00%2026-03-312026-05-15

AHR AMERICAN HEALTHCARE REIT INC4.6K shares-22.87%2026-03-312026-05-15

Sponsored

CAT CATERPILLAR INC307 sharesnew addition2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II2.9K shares-3.33%2026-03-312026-05-15

SCHA SCHWAB STRATEGIC TR7.1K shares-2.75%2026-03-312026-05-15

IRM IRON MTN INC DEL2.0K sharesnew addition2026-03-312026-05-15

GNK GENCO SHIPPING & TRADING LTD9.0K sharesnew addition2026-03-312026-05-15

FCT FIRST TR SR FLTG RATE INCOME21.0K shares0.00%2026-03-312026-05-15

TXN TEXAS INSTRS INC1.0K sharesnew addition2026-03-312026-05-15

DSL DOUBLELINE INCOME SOLUTIONS17.3K shares0.00%2026-03-312026-05-15

Sponsored

DNP DNP SELECT INCOME FD INC17.4K shares0.00%2026-03-312026-05-15

CASTOR MARITIME INC CASTOR MARITIME INC19.0K shares0.00%2026-03-312026-05-15

SCHX

SCHWAB STRATEGIC TR

-8.66%

Shares5.6M

Event2026-03-31

Filed2026-05-15

BND

VANGUARD BD INDEX FDS

-9.50%

Shares935.3K

Event2026-03-31

Filed2026-05-15

AAPL

APPLE INC

-0.87%

Shares234.3K

Event2026-03-31

Filed2026-05-15

MOAT

VANECK ETF TRUST

5.71%

Shares542.5K

Event2026-03-31

Filed2026-05-15

MGV

VANGUARD WORLD FD

24.53%

Shares315.4K

Event2026-03-31

Filed2026-05-15

BIL

SPDR SERIES TRUST

7.46%

Shares470.1K

Event2026-03-31

Filed2026-05-15

VEA

VANGUARD TAX-MANAGED FDS

-0.49%

Shares570.9K

Event2026-03-31

Filed2026-05-15

VWO

VANGUARD INTL EQUITY INDEX F

73.26%

Shares637.4K

Event2026-03-31

Filed2026-05-15

SCHD

SCHWAB STRATEGIC TR

28.92%

Shares1.1M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-1.44%

Shares114.7K

Event2026-03-31

Filed2026-05-15

QQQM

INVESCO EXCH TRADED FD TR II

-12.54%

Shares107.6K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

6.34%

Shares143.3K

Event2026-03-31

Filed2026-05-15

MGK

VANGUARD WORLD FD

-36.34%

Shares63.2K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-13.90%

Shares94.5K

Event2026-03-31

Filed2026-05-15

SCHF

SCHWAB STRATEGIC TR

-6.50%

Shares746.7K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

-0.69%

Shares25.2K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

New

Shares147.9K

Event2026-03-31

Filed2026-05-15

JPM

JPMORGAN CHASE & CO

-0.36%

Shares44.7K

Event2026-03-31

Filed2026-05-15

LAM RESEARCH CORP

-39.07%

Shares56.0K

Event2026-03-31

Filed2026-05-15

GOLDMAN SACHS GROUP INC

-4.05%

Shares13.6K

Event2026-03-31

Filed2026-05-15

AEM

AGNICO EAGLE MINES LTD

-0.19%

Shares55.1K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-21.39%

Shares29.4K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

190.32%

Shares41.0K

Event2026-03-31

Filed2026-05-15

SCHB

SCHWAB STRATEGIC TR

-0.08%

Shares404.8K

Event2026-03-31

Filed2026-05-15

SCHZ

SCHWAB STRATEGIC TR

-5.33%

Shares436.3K

Event2026-03-31

Filed2026-05-15

NVDA

NVIDIA CORPORATION

3.38%

Shares53.4K

Event2026-03-31

Filed2026-05-15

SCHE

SCHWAB STRATEGIC TR

-0.63%

Shares272.3K

Event2026-03-31

Filed2026-05-15

GRAYSCALE BITCOIN MINI TR ET

96.52%

Shares286.3K

Event2026-03-31

Filed2026-05-15

GDX

VANECK ETF TRUST

0.00%

Shares92.5K

Event2026-03-31

Filed2026-05-15

INVESCO QQQ TR

-0.87%

Shares12.6K

Event2026-03-31

Filed2026-05-15

LMT

LOCKHEED MARTIN CORP

-22.57%

Shares12.0K

Event2026-03-31

Filed2026-05-15

TSLA

TESLA INC

0.74%

Shares17.9K

Event2026-03-31

Filed2026-05-15

IWF

ISHARES TR

-0.35%

Shares15.6K

Event2026-03-31

Filed2026-05-15

BERKSHIRE HATHAWAY INC DEL

-3.97%

Shares13.7K

Event2026-03-31

Filed2026-05-15

RMD

RESMED INC

-5.55%

Shares28.9K

Event2026-03-31

Filed2026-05-15

ADSK

AUTODESK INC

-3.51%

Shares26.7K

Event2026-03-31

Filed2026-05-15

REGN

REGENERON PHARMACEUTICALS

-4.99%

Shares8.2K

Event2026-03-31

Filed2026-05-15

GLDM

WORLD GOLD TR

New

Shares52.7K

Event2026-03-31

Filed2026-05-15

CTAS

CINTAS CORP

-3.06%

Shares27.6K

Event2026-03-31

Filed2026-05-15

BOEING CO

-0.69%

Shares22.4K

Event2026-03-31

Filed2026-05-15

VBR

VANGUARD INDEX FDS

253.99%

Shares20.3K

Event2026-03-31

Filed2026-05-15

INTU

INTUIT

-5.69%

Shares9.7K

Event2026-03-31

Filed2026-05-15

XLU

SELECT SECTOR SPDR TR

0.00%

Shares89.4K

Event2026-03-31

Filed2026-05-15

MELI

MERCADOLIBRE INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-3.83%

Shares12.9K

Event2026-03-31

Filed2026-05-15

MMM

3M CO

0.00%

Shares25.3K

Event2026-03-31

Filed2026-05-15

SCHV

SCHWAB STRATEGIC TR

-1.66%

Shares116.9K

Event2026-03-31

Filed2026-05-15

SLB

SLB LIMITED

-5.39%

Shares69.1K

Event2026-03-31

Filed2026-05-15

BROADCOM INC

-21.68%

Shares11.5K

Event2026-03-31

Filed2026-05-15

KLAC

KLA CORP

-3.52%

Shares2.4K

Event2026-03-31

Filed2026-05-15

SNA

SNAP ON INC

-6.72%

Shares9.6K

Event2026-03-31

Filed2026-05-15

RSPT

INVESCO EXCHANGE TRADED FD T

0.00%

Shares71.6K

Event2026-03-31

Filed2026-05-15

AMD

ADVANCED MICRO DEVICES INC

-1.45%

Shares15.6K

Event2026-03-31

Filed2026-05-15

EATON CORP PLC

-0.23%

Shares8.6K

Event2026-03-31

Filed2026-05-15

COST

COSTCO WHOLESALE CORPORATION

6.05%

Shares3.1K

Event2026-03-31

Filed2026-05-15

JNJ

JOHNSON & JOHNSON

1.36%

Shares12.0K

Event2026-03-31

Filed2026-05-15

ABBV

ABBVIE INC

0.07%

Shares13.4K

Event2026-03-31

Filed2026-05-15

SILJ

AMPLIFY ETF TR

0.00%

Shares95.0K

Event2026-03-31

Filed2026-05-15

CVX

CHEVRON CORPORATION

-2.09%

Shares12.9K

Event2026-03-31

Filed2026-05-15

MASTERCARD INCORPORATED

4.13%

Shares5.3K

Event2026-03-31

Filed2026-05-15

VTIP

VANGUARD MALVERN FDS

4.68%

Shares52.6K

Event2026-03-31

Filed2026-05-15

CRWD

CROWDSTRIKE HLDGS INC

274.54%

Shares6.7K

Event2026-03-31

Filed2026-05-15