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The Analysis of Aries Wealth Management's Holdings & P&L

Currently, Aries Wealth Management holds 234 types of securities in its portfolio with a total value $454.8M. In the most recent quarter, they have increased their positions in SGOV (+24.3K shares, valued at $2.4M), VB (+7.5K shares, valued at $2.0M), EFA (+20.0K shares, valued at $1.9M); decreased their positions in AEM (-4.5K shares, valued at $920.9K), GDX (-10.0K shares, valued at $913.6K), XOM (-3.2K shares, valued at $537.0K); initiated new positions in N/A (+4.6K shares, valued at $899.5K), NOW (+7.9K shares, valued at $829.7K), PTC (+4.4K shares, valued at $626.2K).

1M P&L

+10.5M+2.45%

3M P&L

-120.0M-21.51%

HY P&L

-95.0M-17.82%

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/A208.2M

51.4%

2Consumer Electronics23.7M

5.9%

3Software - Infrastructure19.5M

4.8%

Top Industries by Stock Count

1N/A74 stocks

36.5%

2Drug Manufacturers - General7 stocks

3.4%

3Software - Application6 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC86.3K shares-1.08%2026-03-312026-05-15

EFA ISHARES TR196.7K shares11.32%2026-03-312026-05-15

VUG VANGUARD INDEX FDS42.2K shares4.16%2026-03-312026-05-15

VB VANGUARD INDEX FDS65.5K shares12.90%2026-03-312026-05-15

SPY STATE STR SPDR S&P 500 ETF T25.9K shares3.26%2026-03-312026-05-15

VO VANGUARD INDEX FDS47.9K shares7.55%2026-03-312026-05-15

MSFT MICROSOFT CORP35.8K shares0.49%2026-03-312026-05-15

CAT CATERPILLAR INC17.6K shares-0.92%2026-03-312026-05-15

Sponsored

EEM ISHARES TR197.6K shares12.15%2026-03-312026-05-15

ALPHABET INC ALPHABET INC32.7K shares-0.30%2026-03-312026-05-15

SGOV ISHARES TR90.7K shares36.49%2026-03-312026-05-15

AMZN AMAZON COM INC43.6K shares1.60%2026-03-312026-05-15

VTV VANGUARD INDEX FDS44.2K shares11.15%2026-03-312026-05-15

SDY SPDR SERIES TRUST49.7K shares-2.08%2026-03-312026-05-15

XOM EXXON MOBIL CORP41.5K shares-7.08%2026-03-312026-05-15

WMT WALMART INC54.4K shares-0.22%2026-03-312026-05-15

Sponsored

VTI VANGUARD INDEX FDS20.1K shares7.24%2026-03-312026-05-15

META META PLATFORMS INC11.0K shares4.52%2026-03-312026-05-15

JNJ JOHNSON & JOHNSON25.5K shares-0.23%2026-03-312026-05-15

GLD SPDR GOLD TR14.1K shares-3.04%2026-03-312026-05-15

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II215.6K shares5.52%2026-03-312026-05-15

IWV ISHARES TR15.3K shares0.00%2026-03-312026-05-15

SHY ISHARES TR63.2K shares10.87%2026-03-312026-05-15

JPM JPMORGAN CHASE & CO17.4K shares0.00%2026-03-312026-05-15

Sponsored

HD HOME DEPOT INC14.9K shares-0.37%2026-03-312026-05-15

QUAL ISHARES TR23.7K shares-1.19%2026-03-312026-05-15

DGRW WISDOMTREE TR48.6K shares-3.60%2026-03-312026-05-15

COST COSTCO WHOLESALE CORPORATION4.0K shares2.73%2026-03-312026-05-15

V VISA INC13.2K shares0.27%2026-03-312026-05-15

VCIT VANGUARD SCOTTSDALE FDS47.2K shares-0.44%2026-03-312026-05-15

FLRN SPDR SERIES TRUST126.2K shares2.45%2026-03-312026-05-15

LLY ELI LILLY & CO4.1K shares0.00%2026-03-312026-05-15

Sponsored

GDX VANECK ETF TRUST37.4K shares-21.02%2026-03-312026-05-15

MERCK & CO INC MERCK & CO INC25.5K shares-1.23%2026-03-312026-05-15

ACWI ISHARES TR22.1K shares2.49%2026-03-312026-05-15

PG PROCTER & GAMBLE CO20.4K shares-6.78%2026-03-312026-05-15

WM WASTE MGMT INC DEL12.3K shares-0.29%2026-03-312026-05-15

IBM INTERNATIONAL BUSINESS MACHS11.4K shares-0.69%2026-03-312026-05-15

USMV ISHARES TR29.3K shares-2.61%2026-03-312026-05-15

AGG ISHARES TR27.1K shares3.02%2026-03-312026-05-15

Sponsored

IGSB ISHARES TR50.7K shares1.64%2026-03-312026-05-15

ABBV ABBVIE INC12.2K shares-3.93%2026-03-312026-05-15

CB CHUBB LTD SWITZ7.4K shares0.00%2026-03-312026-05-15

VWO VANGUARD INTL EQUITY INDEX F44.6K shares4.70%2026-03-312026-05-15

TMO THERMO FISHER SCIENTIFIC INC4.9K shares-0.57%2026-03-312026-05-15

TJX TJX COS INC NEW14.4K shares0.00%2026-03-312026-05-15

PEP PEPSICO INC14.5K shares-5.75%2026-03-312026-05-15

VANGUARD INDEX FDS VANGUARD INDEX FDS3.7K shares0.00%2026-03-312026-05-15

Sponsored

RTX RTX CORPORATION10.6K shares-0.24%2026-03-312026-05-15

INVESCO QQQ TR INVESCO QQQ TR3.5K shares0.00%2026-03-312026-05-15

CVX CHEVRON CORPORATION9.6K shares0.00%2026-03-312026-05-15

VEA VANGUARD TAX-MANAGED FDS31.0K shares0.00%2026-03-312026-05-15

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET63.7K shares26.24%2026-03-312026-05-15

ABT ABBOTT LABORATORIES18.3K shares2.23%2026-03-312026-05-15

ETH GRAYSCALE ETHEREUM STAKING94.3K shares42.89%2026-03-312026-05-15

GE AEROSPACE GE AEROSPACE6.5K shares-7.43%2026-03-312026-05-15

Sponsored

MCD MCDONALDS CORP5.8K shares0.00%2026-03-312026-05-15

VCSH VANGUARD SCOTTSDALE FDS22.7K shares-2.16%2026-03-312026-05-15

IDXX IDEXX LABS INC3.2K shares0.38%2026-03-312026-05-15

VTIP VANGUARD MALVERN FDS35.8K shares13.42%2026-03-312026-05-15

XLE SELECT SECTOR SPDR TR28.7K shares152.66%2026-03-312026-05-15

JPST J P MORGAN EXCHANGE TRADED F34.6K shares5.16%2026-03-312026-05-15

GEV GE VERNOVA INC1.8K shares-6.62%2026-03-312026-05-15

JMST J P MORGAN EXCHANGE TRADED F31.5K shares59.99%2026-03-312026-05-15

Sponsored

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II22.9K shares-2.03%2026-03-312026-05-15

ITW ILLINOIS TOOL WKS INC6.1K shares0.00%2026-03-312026-05-15

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-3.79%2026-03-312026-05-15

ADP AUTOMATIC DATA PROCESSING IN7.6K shares0.00%2026-03-312026-05-15

BLACKROCK INC BLACKROCK INC1.6K shares0.00%2026-03-312026-05-15

VEU VANGUARD INTL EQUITY INDEX F19.5K shares-0.32%2026-03-312026-05-15

VIG VANGUARD SPECIALIZED FUNDS6.7K shares0.00%2026-03-312026-05-15

NVDA NVIDIA CORPORATION8.3K shares-5.69%2026-03-312026-05-15

Sponsored

IEFA ISHARES TR15.6K shares0.00%2026-03-312026-05-15

ALPHABET INC ALPHABET INC4.9K shares0.00%2026-03-312026-05-15

BSV VANGUARD BD INDEX FDS17.0K shares-0.76%2026-03-312026-05-15

NEE NEXTERA ENERGY INC14.1K shares-0.07%2026-03-312026-05-15

BROADCOM INC BROADCOM INC4.1K shares-5.66%2026-03-312026-05-15

TXN TEXAS INSTRS INC6.5K shares0.00%2026-03-312026-05-15

UNP UNION PAC CORP5.1K shares0.00%2026-03-312026-05-15

KLAC KLA CORP824 shares-2.02%2026-03-312026-05-15

Sponsored

CSCO CISCO SYS INC15.6K shares0.00%2026-03-312026-05-15

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.2K shares2.50%2026-03-312026-05-15

CL COLGATE PALMOLIVE CO13.7K shares-2.75%2026-03-312026-05-15

CTA SIMPLIFY EXCHANGE TRADED FUN38.5K shares-4.47%2026-03-312026-05-15

LINDE PLC LINDE PLC2.3K shares0.00%2026-03-312026-05-15

FBTC FIDELITY WISE ORIGIN BITCOIN19.1K shares24.24%2026-03-312026-05-15

AEM AGNICO EAGLE MINES LTD5.5K shares-45.02%2026-03-312026-05-15

INDB INDEPENDENT BK CORP MASS14.9K shares0.00%2026-03-312026-05-15

Sponsored

UBER UBER TECHNOLOGIES INC14.9K shares10.92%2026-03-312026-05-15

MUB ISHARES TR10.1K shares0.00%2026-03-312026-05-15

LOW LOWES COS INC4.5K shares0.00%2026-03-312026-05-15

ROCKET LAB CORP ROCKET LAB CORP16.5K shares-27.79%2026-03-312026-05-15

ACWX ISHARES TR15.4K shares36.58%2026-03-312026-05-15

MCK MCKESSON CORP1.2K shares0.00%2026-03-312026-05-15

VGK VANGUARD INTL EQUITY INDEX F12.5K shares0.00%2026-03-312026-05-15

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND5.2K shares-1.99%2026-03-312026-05-15

Sponsored

XLK SELECT SECTOR SPDR TR7.6K shares0.00%2026-03-312026-05-15

MA MASTERCARD INCORPORATED1.9K shares0.00%2026-03-312026-05-15

KOD KODIAK SCIENCES INC25.0K shares0.00%2026-03-312026-05-15

KO COCA COLA CO12.2K shares-0.17%2026-03-312026-05-15

ASTRAZENECA PLC ASTRAZENECA PLC4.6K sharesnew addition2026-03-312026-05-15

VXF VANGUARD INDEX FDS4.4K shares0.00%2026-03-312026-05-15

NFLX NETFLIX INC.9.3K shares11.66%2026-03-312026-05-15

GDLC GRAYSCALE COINDESK CRYPTO27.7K shares90.06%2026-03-312026-05-15

Sponsored

PFE PFIZER INC29.8K shares-1.97%2026-03-312026-05-15

NOW SERVICENOW INC7.9K sharesnew addition2026-03-312026-05-15

KKR & CO INC KKR & CO INC8.9K shares0.00%2026-03-312026-05-15

EMR EMERSON ELEC CO6.2K shares-9.30%2026-03-312026-05-15

MMM 3M CO5.6K shares-2.45%2026-03-312026-05-15

TRV TRAVELERS COMPANIES INC2.7K shares0.00%2026-03-312026-05-15

THE CIGNA GROUP THE CIGNA GROUP2.8K shares-27.44%2026-03-312026-05-15

SHEL SHELL PLC8.0K shares-0.44%2026-03-312026-05-15

Sponsored

EATON CORP PLC EATON CORP PLC2.0K shares0.00%2026-03-312026-05-15

GBTC GRAYSCALE BITCOIN TRUST ETF13.7K shares0.00%2026-03-312026-05-15

DIS DISNEY WALT CO7.3K shares-12.03%2026-03-312026-05-15

MNST MONSTER BEVERAGE CORP NEW9.7K shares0.00%2026-03-312026-05-15

HON HONEYWELL INTL INC3.1K shares-5.01%2026-03-312026-05-15

SUSL ISHARES TR6.1K shares1.26%2026-03-312026-05-15

TMUS T-MOBILE US INC3.3K shares0.00%2026-03-312026-05-15

TOTALENERGIES SE TOTALENERGIES SE7.4K shares0.00%2026-03-312026-05-15

Sponsored

AXSM AXSOME THERAPEUTICS INC.4.0K shares0.00%2026-03-312026-05-15

BMY BRISTOL-MYERS SQUIBB CO10.8K shares0.00%2026-03-312026-05-15

WSM WILLIAMS SONOMA INC3.6K shares0.00%2026-03-312026-05-15

XLF SELECT SECTOR SPDR TR13.2K shares44.60%2026-03-312026-05-15

XLV SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-05-15

IVV ISHARES TR992 shares0.00%2026-03-312026-05-15

MMC MARSH & MCLENNAN COS INC3.7K shares-3.03%2026-03-312026-05-15

AXP AMERICAN EXPRESS CO2.1K shares0.00%2026-03-312026-05-15

Sponsored

PTC PTC INC4.4K sharesnew addition2026-03-312026-05-15

SHV ISHARES TR5.6K shares-20.60%2026-03-312026-05-15

STT STATE STR CORP4.8K shares0.00%2026-03-312026-05-15

ISHARES GOLD TR ISHARES GOLD TR6.9K shares3.39%2026-03-312026-05-15

HUBBELL INC HUBBELL INC1.2K shares0.00%2026-03-312026-05-15

MDLZ MONDELEZ INTL INC9.9K shares-12.69%2026-03-312026-05-15

ORCL ORACLE CORP3.8K shares-44.80%2026-03-312026-05-15

BND VANGUARD BD INDEX FDS7.7K shares0.00%2026-03-312026-05-15

Sponsored

ETHE GRAYSCALE ETHEREUM STAKING E33.0K shares0.00%2026-03-312026-05-15

GS GOLDMAN SACHS GROUP INC644 shares0.00%2026-03-312026-05-15

PSX PHILLIPS 663.0K shares0.00%2026-03-312026-05-15

LAM RESEARCH CORP LAM RESEARCH CORP2.5K shares-9.06%2026-03-312026-05-15

IEMG ISHARES INC7.7K shares0.00%2026-03-312026-05-15

FDX FEDEX CORP1.5K shares0.00%2026-03-312026-05-15

EFAV ISHARES TR5.8K shares0.00%2026-03-312026-05-15

ISRG INTUITIVE SURGICAL INC1.1K shares45.10%2026-03-312026-05-15

Sponsored

IWF ISHARES TR1.2K shares0.00%2026-03-312026-05-15

CRM SALESFORCE INC2.7K shares-5.99%2026-03-312026-05-15

FTSM FIRST TR EXCHANGE-TRADED FD8.5K shares0.00%2026-03-312026-05-15

RNR RENAISSANCERE HLDGS LTD1.7K shares0.00%2026-03-312026-05-15

INTC INTEL CORP11.1K shares0.00%2026-03-312026-05-15

COP CONOCOPHILLIPS3.7K shares0.00%2026-03-312026-05-15

AMP AMERIPRISE FINL INC1.1K shares0.00%2026-03-312026-05-15

IJH ISHARES TR7.1K shares0.00%2026-03-312026-05-15

Sponsored

HIG HARTFORD INSURANCE GROUP INC3.5K shares0.00%2026-03-312026-05-15

TDIV FIRST TR EXCHANGE TRADED FD5.0K shares0.00%2026-03-312026-05-15

VGSH VANGUARD SCOTTSDALE FDS7.9K shares0.00%2026-03-312026-05-15

KOMP SPDR SERIES TRUST7.9K shares92.67%2026-03-312026-05-15

ORLY OREILLY AUTOMOTIVE INC5.0K shares0.00%2026-03-312026-05-15

LMT LOCKHEED MARTIN CORP748 shares0.00%2026-03-312026-05-15

EEMV ISHARES INC6.9K shares0.00%2026-03-312026-05-15

NXPI NXP SEMICONDUCTORS N V2.2K shares0.00%2026-03-312026-05-15

Sponsored

DHR DANAHER CORP DEL2.3K shares0.00%2026-03-312026-05-15

UNM UNUM GROUP5.7K shares0.00%2026-03-312026-05-15

PH PARKER-HANNIFIN CORP464 shares0.00%2026-03-312026-05-15

VGIT VANGUARD SCOTTSDALE FDS7.0K shares0.00%2026-03-312026-05-15

ECL ECOLAB INC1.5K shares0.00%2026-03-312026-05-15

PI IMPINJ INC4.0K shares-20.00%2026-03-312026-05-15

ARES ARES MANAGEMENT CORPORATION3.7K shares0.00%2026-03-312026-05-15

BABA ALIBABA GROUP HLDG LTD3.2K shares30.66%2026-03-312026-05-15

Sponsored

CEG CONSTELLATION ENERGY CORP1.4K shares-2.71%2026-03-312026-05-15

NUE NUCOR CORP2.3K shares-6.11%2026-03-312026-05-15

IEI ISHARES TR3.2K shares0.00%2026-03-312026-05-15

TAN INVESCO EXCH TRADED FD TR II6.8K sharesnew addition2026-03-312026-05-15

AFL AFLAC INC3.4K shares0.00%2026-03-312026-05-15

URI UNITED RENTALS INC500 shares0.00%2026-03-312026-05-15

RSG REPUBLIC SVCS INC1.6K shares-7.04%2026-03-312026-05-15

XBI SPDR SERIES TRUST2.8K shares0.00%2026-03-312026-05-15

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T7.5K shares0.00%2026-03-312026-05-15

WMB WILLIAMS COS INC4.8K shares0.00%2026-03-312026-05-15

XYL XYLEM INC2.8K shares0.00%2026-03-312026-05-15

QARP DBX ETF TR5.6K shares0.00%2026-03-312026-05-15

EASG DBX ETF TR9.2K shares0.00%2026-03-312026-05-15

XLY SELECT SECTOR SPDR TR2.9K shares0.00%2026-03-312026-05-15

AMGN AMGEN INC898 shares0.00%2026-03-312026-05-15

DELL DELL TECHNOLOGIES INC1.9K shares0.00%2026-03-312026-05-15

Sponsored

XNTK SPDR SERIES TRUST1.2K shares0.00%2026-03-312026-05-15

TTMI TTM TECHNOLOGIES INC3.1K shares0.00%2026-03-312026-05-15

IJR ISHARES TR2.4K shares0.00%2026-03-312026-05-15

MELI MERCADOLIBRE INC175 shares0.00%2026-03-312026-05-15

ALL ALLSTATE CORP1.4K shares0.00%2026-03-312026-05-15

SNPS SYNOPSYS INC748 sharesnew addition2026-03-312026-05-15

IGM ISHARES TR2.5K shares0.00%2026-03-312026-05-15

CHD CHURCH & DWIGHT CO INC3.1K shares-3.12%2026-03-312026-05-15

Sponsored

CHKP CHECK POINT SOFTWARE TECH LT2.0K shares0.00%2026-03-312026-05-15

PWR QUANTA SVCS INC521 shares0.00%2026-03-312026-05-15

HXL HEXCEL CORP NEW3.5K shares0.00%2026-03-312026-05-15

MS MORGAN STANLEY1.7K shares0.00%2026-03-312026-05-15

VRTX VERTEX PHARMACEUTICALS INC605 shares0.00%2026-03-312026-05-15

LDEM ISHARES TR4.6K shares1.54%2026-03-312026-05-15

SHW SHERWIN WILLIAMS CO821 shares0.00%2026-03-312026-05-15

AEP AMERICAN ELEC PWR CO INC2.0K shares0.00%2026-03-312026-05-15

Sponsored

XLU SELECT SECTOR SPDR TR5.5K shares0.00%2026-03-312026-05-15

CMI CUMMINS INC465 shares0.00%2026-03-312026-05-15

SYK STRYKER CORPORATION760 shares-6.17%2026-03-312026-05-15

XLC SELECT SECTOR SPDR TR2.2K shares0.00%2026-03-312026-05-15

TXT TEXTRON INC2.8K shares0.00%2026-03-312026-05-15

CRS CARPENTER TECHNOLOGY CORP614 sharesnew addition2026-03-312026-05-15

CPSH CPS TECHNOLOGIES CORP63.9K shares45.56%2026-03-312026-05-15

ROK ROCKWELL AUTOMATION INC660 shares0.00%2026-03-312026-05-15

Sponsored

MO ALTRIA GROUP INC3.6K shares0.00%2026-03-312026-05-15

BWXT BWX TECHNOLOGIES INC1.1K sharesnew addition2026-03-312026-05-15

CROWN CASTLE INC CROWN CASTLE INC2.8K shares0.00%2026-03-312026-05-15

TSLA TESLA INC614 shares-4.66%2026-03-312026-05-15

KMB KIMBERLY-CLARK CORP2.3K shares-15.96%2026-03-312026-05-15

CENCORA INC CENCORA INC700 shares0.00%2026-03-312026-05-15

SLB SLB LIMITED4.2K sharesnew addition2026-03-312026-05-15

CPNG COUPANG INC11.5K shares11.63%2026-03-312026-05-15

Sponsored

CTVA CORTEVA INC2.6K sharesnew addition2026-03-312026-05-15

WFC WELLS FARGO & CO2.7K shares-4.59%2026-03-312026-05-15

CARR CARRIER GLOBAL CORPORATION3.8K sharesnew addition2026-03-312026-05-15

VGT VANGUARD WORLD FD300 shares0.00%2026-03-312026-05-15

BDYN BLACKROCK ETF TRUST8.6K shares0.00%2026-03-312026-05-15

DE DEERE & CO364 sharesnew addition2026-03-312026-05-15

TOST TOAST INC7.7K shares2.66%2026-03-312026-05-15

FSK FS KKR CAP CORP14.9K shares-34.01%2026-03-312026-05-15

Sponsored

VERASTEM INC VERASTEM INC26.2K shares0.00%2026-03-312026-05-15

RDW REDWIRE CORPORATION10.0K sharesnew addition2026-03-312026-05-15

GRAYSCALE SOLANA STAKING ETF GRAYSCALE SOLANA STAKING ETF13.4K shares17.47%2026-03-312026-05-15

NIO NIO INC10.0K shares0.00%2026-03-312026-05-15

COTY COTY INC20.0K shares0.00%2026-03-312026-05-15

EDIT EDITAS MEDICINE INC12.5K shares0.00%2026-03-312026-05-15

ABTC AMERICAN BITCOIN CORP.20.0K shares100.00%2026-03-312026-05-15

METAVIA INC METAVIA INC10.0K sharesnew addition2026-03-312026-05-15

Sponsored

TCRX TSCAN THERAPEUTICS INC10.0K shares0.00%2026-03-312026-05-15

CANOPY GROWTH CORPORATION CANOPY GROWTH CORPORATION10.0K shares0.00%2026-03-312026-05-15

AAPL

APPLE INC

-1.08%

Shares86.3K

Event2026-03-31

Filed2026-05-15

EFA

ISHARES TR

11.32%

Shares196.7K

Event2026-03-31

Filed2026-05-15

VUG

VANGUARD INDEX FDS

4.16%

Shares42.2K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

12.90%

Shares65.5K

Event2026-03-31

Filed2026-05-15

SPY

STATE STR SPDR S&P 500 ETF T

3.26%

Shares25.9K

Event2026-03-31

Filed2026-05-15

VANGUARD INDEX FDS

7.55%

Shares47.9K

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

0.49%

Shares35.8K

Event2026-03-31

Filed2026-05-15

CAT

CATERPILLAR INC

-0.92%

Shares17.6K

Event2026-03-31

Filed2026-05-15

EEM

ISHARES TR

12.15%

Shares197.6K

Event2026-03-31

Filed2026-05-15

ALPHABET INC

-0.30%

Shares32.7K

Event2026-03-31

Filed2026-05-15

SGOV

ISHARES TR

36.49%

Shares90.7K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

1.60%

Shares43.6K

Event2026-03-31

Filed2026-05-15

VTV

VANGUARD INDEX FDS

11.15%

Shares44.2K

Event2026-03-31

Filed2026-05-15

SDY

SPDR SERIES TRUST

-2.08%

Shares49.7K

Event2026-03-31

Filed2026-05-15

XOM

EXXON MOBIL CORP

-7.08%

Shares41.5K

Event2026-03-31

Filed2026-05-15

WMT

WALMART INC

-0.22%

Shares54.4K

Event2026-03-31

Filed2026-05-15

VTI

VANGUARD INDEX FDS

7.24%

Shares20.1K

Event2026-03-31

Filed2026-05-15