Sponsored
The Analysis of Atlantic Edge Private Wealth Management, LLC's Holdings & P&L
Currently, Atlantic Edge Private Wealth Management, LLC holds 595 types of securities in its portfolio with a total value $405.8M. In the most recent quarter, they have increased their positions in MINT (+48.5K shares, valued at $4.9M), EMXC (+50.1K shares, valued at $3.9M), JAAA (+28.5K shares, valued at $1.4M); decreased their positions in SPEU (-93.0K shares, valued at $4.8M), IVW (-21.9K shares, valued at $2.5M), N/A (-1.4K shares, valued at $847.9K); initiated new positions in FFC (+44.9K shares, valued at $696.0K), GLNG (+2.2K shares, valued at $121.2K), SYLD (+1.6K shares, valued at $116.9K).
1M P&L
+5.9M+1.12%
3M P&L
+30.1M+6.05%
HY P&L
+75.9M+16.77%
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/A231.1M
60.5%
2Semiconductors20.4M
5.3%
3Consumer Electronics11.7M
3.1%
Top Industries by Stock Count
1N/A152 stocks
28.5%
2Semiconductors13 stocks
2.4%
3Software - Infrastructure12 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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IEFA
2.23%ISHARES TR
Shares290.9K
Event2026-03-31
Filed2026-04-22
JAAA
6.46%JANUS DETROIT STR TR
Shares469.5K
Event2026-03-31
Filed2026-04-22
MINT
26.15%PIMCO ETF TR
Shares234.1K
Event2026-03-31
Filed2026-04-22
IJH
2.18%ISHARES TR
Shares229.0K
Event2026-03-31
Filed2026-04-22
IVV
-1.73%ISHARES TR
Shares22.9K
Event2026-03-31
Filed2026-04-22
MDY
-0.58%STATE STR SPDR S&P MIDCAP 40
Shares22.4K
Event2026-03-31
Filed2026-04-22
EMXC
40.45%ISHARES INC
Shares173.9K
Event2026-03-31
Filed2026-04-22
IEMG
5.71%ISHARES INC
Shares183.4K
Event2026-03-31
Filed2026-04-22
UITB
-0.35%VICTORY PORTFOLIOS II
Shares269.5K
Event2026-03-31
Filed2026-04-22
AAPL
-0.01%APPLE INC
Shares46.2K
Event2026-03-31
Filed2026-04-22
KLAC
4.89%KLA CORP
Shares6.3K
Event2026-03-31
Filed2026-04-22
VCSH
-1.03%VANGUARD SCOTTSDALE FDS
Shares108.7K
Event2026-03-31
Filed2026-04-22
NVDA
-2.15%NVIDIA CORPORATION
Shares47.2K
Event2026-03-31
Filed2026-04-22
TSM
1.95%TAIWAN SEMICONDUCTOR MANUFAC
Shares21.0K
Event2026-03-31
Filed2026-04-22
ALPHABET INC
-0.09%ALPHABET INC
Shares24.5K
Event2026-03-31
Filed2026-04-22
ANGL
8.84%VANECK ETF TRUST
Shares236.1K
Event2026-03-31
Filed2026-04-22
VWO
7.20%VANGUARD INTL EQUITY INDEX F
Shares110.1K
Event2026-03-31
Filed2026-04-22
MSFT
-10.67%MICROSOFT CORP
Shares15.6K
Event2026-03-31
Filed2026-04-22
INVESCO EXCHANGE TRADED FD T
3.59%INVESCO EXCHANGE TRADED FD T
Shares29.9K
Event2026-03-31
Filed2026-04-22
IVW
-30.17%ISHARES TR
Shares50.7K
Event2026-03-31
Filed2026-04-22
JPM
0.70%JPMORGAN CHASE & CO
Shares18.2K
Event2026-03-31
Filed2026-04-22
SPEU
-47.56%SPDR INDEX SHS FDS
Shares102.5K
Event2026-03-31
Filed2026-04-22
PWR
0.77%QUANTA SVCS INC
Shares8.7K
Event2026-03-31
Filed2026-04-22
CSCO
30.24%CISCO SYS INC
Shares61.2K
Event2026-03-31
Filed2026-04-22
EFA
-3.02%ISHARES TR
Shares46.7K
Event2026-03-31
Filed2026-04-22
MCK
-0.88%MCKESSON CORP
Shares5.2K
Event2026-03-31
Filed2026-04-22
AMD
1.59%ADVANCED MICRO DEVICES INC
Shares21.6K
Event2026-03-31
Filed2026-04-22
VEA
-4.26%VANGUARD TAX-MANAGED FDS
Shares62.3K
Event2026-03-31
Filed2026-04-22
IWF
0.00%ISHARES TR
Shares8.8K
Event2026-03-31
Filed2026-04-22
VSLU
5.34%ETF OPPORTUNITIES TRUST
Shares84.2K
Event2026-03-31
Filed2026-04-22
META
-13.32%META PLATFORMS INC
Shares5.4K
Event2026-03-31
Filed2026-04-22
TMO
-0.56%THERMO FISHER SCIENTIFIC INC
Shares6.2K
Event2026-03-31
Filed2026-04-22
CMI
-1.60%CUMMINS INC
Shares5.5K
Event2026-03-31
Filed2026-04-22
DRI
67.24%DARDEN RESTAURANTS INC
Shares14.6K
Event2026-03-31
Filed2026-04-22
LOW
-0.68%LOWES COS INC
Shares12.0K
Event2026-03-31
Filed2026-04-22
WAB
0.36%WABTEC
Shares11.0K
Event2026-03-31
Filed2026-04-22
EATON CORP PLC
1.20%EATON CORP PLC
Shares7.4K
Event2026-03-31
Filed2026-04-22
MA
-1.33%MASTERCARD INCORPORATED
Shares5.3K
Event2026-03-31
Filed2026-04-22
TRV
-0.32%TRAVELERS COMPANIES INC
Shares9.0K
Event2026-03-31
Filed2026-04-22
PFF
-0.98%ISHARES TR
Shares85.0K
Event2026-03-31
Filed2026-04-22
URI
0.00%UNITED RENTALS INC
Shares3.4K
Event2026-03-31
Filed2026-04-22
XMHQ
3.03%INVESCO EXCHANGE TRADED FD T
Shares23.0K
Event2026-03-31
Filed2026-04-22
NVT
5.03%NVENT ELEC PLC
Shares19.8K
Event2026-03-31
Filed2026-04-22
APTIV PLC
-0.08%APTIV PLC
Shares32.3K
Event2026-03-31
Filed2026-04-22
BAC
4.27%BANK AMERICA CORP
Shares44.1K
Event2026-03-31
Filed2026-04-22
DHI
1.58%D R HORTON INC
Shares15.5K
Event2026-03-31
Filed2026-04-22
VZ
92.86%VERIZON COMMUNICATIONS INC
Shares42.3K
Event2026-03-31
Filed2026-04-22
MERCK & CO INC
43.77%MERCK & CO INC
Shares17.6K
Event2026-03-31
Filed2026-04-22
AEP
0.81%AMERICAN ELEC PWR CO INC
Shares15.5K
Event2026-03-31
Filed2026-04-22
ORCL
-16.15%ORACLE CORP
Shares13.4K
Event2026-03-31
Filed2026-04-22
VLO
-1.46%VALERO ENERGY CORP
Shares7.8K
Event2026-03-31
Filed2026-04-22
AMP
-0.48%AMERIPRISE FINL INC
Shares4.3K
Event2026-03-31
Filed2026-04-22
DHR
-1.93%DANAHER CORP DEL
Shares9.6K
Event2026-03-31
Filed2026-04-22
SPY
-1.43%STATE STR SPDR S&P 500 ETF T
Shares2.8K
Event2026-03-31
Filed2026-04-22
UNP
1.13%UNION PAC CORP
Shares6.6K
Event2026-03-31
Filed2026-04-22
CBRE
-1.30%CBRE GROUP INC
Shares11.5K
Event2026-03-31
Filed2026-04-22
NFLX
0.00%NETFLIX INC.
Shares15.3K
Event2026-03-31
Filed2026-04-22
CVX
1.23%CHEVRON CORPORATION
Shares7.1K
Event2026-03-31
Filed2026-04-22
VIG
-0.28%VANGUARD SPECIALIZED FUNDS
Shares6.7K
Event2026-03-31
Filed2026-04-22
IBM
-38.68%INTERNATIONAL BUSINESS MACHS
Shares5.5K
Event2026-03-31
Filed2026-04-22
INCY
-2.45%INCYTE CORP
Shares14.2K
Event2026-03-31
Filed2026-04-22
SYK
-28.40%STRYKER CORPORATION
Shares3.9K
Event2026-03-31
Filed2026-04-22
COP
9.10%CONOCOPHILLIPS
Shares9.2K
Event2026-03-31
Filed2026-04-22
MET
8.19%METLIFE INC
Shares16.9K
Event2026-03-31
Filed2026-04-22
EFV
-4.45%ISHARES TR
Shares16.0K
Event2026-03-31
Filed2026-04-22
IJR
344.93%ISHARES TR
Shares9.4K
Event2026-03-31
Filed2026-04-22
REGN
0.68%REGENERON PHARMACEUTICALS
Shares1.5K
Event2026-03-31
Filed2026-04-22
STZ
6.68%CONSTELLATION BRANDS INC
Shares7.6K
Event2026-03-31
Filed2026-04-22
IUSV
0.88%ISHARES TR
Shares10.9K
Event2026-03-31
Filed2026-04-22
LLY
0.00%ELI LILLY & CO
Shares1.2K
Event2026-03-31
Filed2026-04-22
ROP
-1.52%ROPER TECHNOLOGIES INC
Shares3.0K
Event2026-03-31
Filed2026-04-22
RTX
0.00%RTX CORPORATION
Shares5.1K
Event2026-03-31
Filed2026-04-22
IVE
0.00%ISHARES TR
Shares4.5K
Event2026-03-31
Filed2026-04-22
IJJ
-0.42%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-04-22
VTI
-7.75%VANGUARD INDEX FDS
Shares2.8K
Event2026-03-31
Filed2026-04-22
IJK
0.00%ISHARES TR
Shares8.6K
Event2026-03-31
Filed2026-04-22
DIS
-16.16%DISNEY WALT CO
Shares8.8K
Event2026-03-31
Filed2026-04-22
FI
-5.43%FISERV INC
Shares14.3K
Event2026-03-31
Filed2026-04-22
MAR
0.00%MARRIOTT INTL INC NEW
Shares2.4K
Event2026-03-31
Filed2026-04-22
SHW
4.11%SHERWIN WILLIAMS CO
Shares2.4K
Event2026-03-31
Filed2026-04-22
LKQ
4.27%LKQ CORP
Shares25.0K
Event2026-03-31
Filed2026-04-22
JNJ
9.30%JOHNSON & JOHNSON
Shares2.9K
Event2026-03-31
Filed2026-04-22
FFC
NewFLAHERTY & CRUMRIN PFD & INM
Shares44.9K
Event2026-03-31
Filed2026-04-22
NSC
0.00%NORFOLK SOUTHN CORP
Shares2.3K
Event2026-03-31
Filed2026-04-22
CVS
-1.35%CVS HEALTH CORP
Shares9.1K
Event2026-03-31
Filed2026-04-22
MPC
0.00%MARATHON PETE CORP
Shares2.7K
Event2026-03-31
Filed2026-04-22
SHM
-1.83%SPDR SERIES TRUST
Shares13.4K
Event2026-03-31
Filed2026-04-22
KDP
1.75%KEURIG DR PEPPER INC
Shares23.8K
Event2026-03-31
Filed2026-04-22
KO
0.00%COCA COLA CO
Shares8.0K
Event2026-03-31
Filed2026-04-22
AMZN
-6.02%AMAZON COM INC
Shares2.7K
Event2026-03-31
Filed2026-04-22
VANGUARD INDEX FDS
-60.23%VANGUARD INDEX FDS
Shares937
Event2026-03-31
Filed2026-04-22
ALPHABET INC
0.00%ALPHABET INC
Shares1.9K
Event2026-03-31
Filed2026-04-22
ABBV
-1.02%ABBVIE INC
Shares2.4K
Event2026-03-31
Filed2026-04-22
BROADCOM INC
88.13%BROADCOM INC
Shares1.6K
Event2026-03-31
Filed2026-04-22
INGR
1.97%INGREDION INC
Shares4.5K
Event2026-03-31
Filed2026-04-22
HD
-0.99%HOME DEPOT INC
Shares1.5K
Event2026-03-31
Filed2026-04-22
DE
0.00%DEERE & CO
Shares836
Event2026-03-31
Filed2026-04-22
GS
1.50%GOLDMAN SACHS GROUP INC
Shares540
Event2026-03-31
Filed2026-04-22
IJT
0.00%ISHARES TR
Shares3.1K
Event2026-03-31
Filed2026-04-22
PCAR
-1.54%PACCAR INC
Shares3.8K
Event2026-03-31
Filed2026-04-22
ABCB
0.00%AMERIS BANCORP
Shares5.6K
Event2026-03-31
Filed2026-04-22
PM
0.00%PHILIP MORRIS INTL INC
Shares2.4K
Event2026-03-31
Filed2026-04-22
GLD
3.43%SPDR GOLD TR
Shares905
Event2026-03-31
Filed2026-04-22
IYW
0.00%ISHARES TR
Shares2.1K
Event2026-03-31
Filed2026-04-22
IWR
0.00%ISHARES TR
Shares3.7K
Event2026-03-31
Filed2026-04-22
EEM
0.00%ISHARES TR
Shares6.3K
Event2026-03-31
Filed2026-04-22
STT
0.00%STATE STR CORP
Shares2.8K
Event2026-03-31
Filed2026-04-22
XLK
0.00%SELECT SECTOR SPDR TR
Shares2.6K
Event2026-03-31
Filed2026-04-22
AMGN
0.00%AMGEN INC
Shares982
Event2026-03-31
Filed2026-04-22
NVS
0.00%NOVARTIS AG
Shares2.2K
Event2026-03-31
Filed2026-04-22
VOX
0.00%VANGUARD WORLD FD
Shares1.9K
Event2026-03-31
Filed2026-04-22
ABT
17.14%ABBOTT LABORATORIES
Shares3.0K
Event2026-03-31
Filed2026-04-22
TDIV
0.00%FIRST TR EXCHANGE TRADED FD
Shares3.2K
Event2026-03-31
Filed2026-04-22
IJS
0.00%ISHARES TR
Shares2.5K
Event2026-03-31
Filed2026-04-22
IWM
-4.58%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
SRE
0.00%SEMPRA
Shares2.8K
Event2026-03-31
Filed2026-04-22
PG
0.00%PROCTER & GAMBLE CO
Shares1.8K
Event2026-03-31
Filed2026-04-22
XOM
2.36%EXXON MOBIL CORP
Shares1.5K
Event2026-03-31
Filed2026-04-22
IGSB
-19.79%ISHARES TR
Shares4.9K
Event2026-03-31
Filed2026-04-22
WMT
-16.24%WALMART INC
Shares2.0K
Event2026-03-31
Filed2026-04-22
NEE
0.00%NEXTERA ENERGY INC
Shares2.7K
Event2026-03-31
Filed2026-04-22
ISHARES GOLD TR
37.25%ISHARES GOLD TR
Shares2.7K
Event2026-03-31
Filed2026-04-22
LMT
0.00%LOCKHEED MARTIN CORP
Shares372
Event2026-03-31
Filed2026-04-22
VNQ
0.00%VANGUARD INDEX FDS
Shares2.4K
Event2026-03-31
Filed2026-04-22
ALPS ETF TR
-1.77%ALPS ETF TR
Shares4.0K
Event2026-03-31
Filed2026-04-22
V
-9.62%VISA INC
Shares695
Event2026-03-31
Filed2026-04-22
AEM
3.51%AGNICO EAGLE MINES LTD
Shares1.0K
Event2026-03-31
Filed2026-04-22
TXN
0.00%TEXAS INSTRS INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
PRU
-11.71%PRUDENTIAL FINL INC
Shares2.1K
Event2026-03-31
Filed2026-04-22
XLB
0.00%SELECT SECTOR SPDR TR
Shares4.0K
Event2026-03-31
Filed2026-04-22
ARM
0.00%ARM HOLDINGS PLC
Shares1.3K
Event2026-03-31
Filed2026-04-22
VLTO
-2.80%VERALTO CORP
Shares2.1K
Event2026-03-31
Filed2026-04-22
BKCH
0.00%GLOBAL X FDS
Shares3.3K
Event2026-03-31
Filed2026-04-22
DUKE ENERGY CORP NEW
24.84%DUKE ENERGY CORP NEW
Shares1.4K
Event2026-03-31
Filed2026-04-22
PNC
0.00%PNC FINL SVCS GROUP INC
Shares845
Event2026-03-31
Filed2026-04-22
UNILEVER PLC
-4.08%UNILEVER PLC
Shares3.0K
Event2026-03-31
Filed2026-04-22
ACCENTURE PLC IRELAND
1.77%ACCENTURE PLC IRELAND
Shares863
Event2026-03-31
Filed2026-04-22
LAM RESEARCH CORP
0.00%LAM RESEARCH CORP
Shares800
Event2026-03-31
Filed2026-04-22
IDU
-0.34%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-22
BERKSHIRE HATHAWAY INC DEL
0.00%BERKSHIRE HATHAWAY INC DEL
Shares340
Event2026-03-31
Filed2026-04-22
SCHF
0.00%SCHWAB STRATEGIC TR
Shares6.5K
Event2026-03-31
Filed2026-04-22
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares162
Event2026-03-31
Filed2026-04-22
IYJ
-0.91%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
CSX
0.00%CSX CORP
Shares3.9K
Event2026-03-31
Filed2026-04-22
HEDJ
0.00%WISDOMTREE TR
Shares3.0K
Event2026-03-31
Filed2026-04-22
IYH
0.00%ISHARES TR
Shares2.4K
Event2026-03-31
Filed2026-04-22
IWP
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
KEYS
100.00%KEYSIGHT TECHNOLOGIES INC
Shares514
Event2026-03-31
Filed2026-04-22
MCD
41.93%MCDONALDS CORP
Shares457
Event2026-03-31
Filed2026-04-22
ITOT
0.00%ISHARES TR
Shares982
Event2026-03-31
Filed2026-04-22
CARR
-10.78%CARRIER GLOBAL CORPORATION
Shares2.5K
Event2026-03-31
Filed2026-04-22
SUB
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-22
GLW
69.85%CORNING INC
Shares997
Event2026-03-31
Filed2026-04-22
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.8K
Event2026-03-31
Filed2026-04-22
BA
0.00%BOEING CO
Shares669
Event2026-03-31
Filed2026-04-22
AZO
0.00%AUTOZONE INC
Shares38
Event2026-03-31
Filed2026-04-22
OHI
0.00%OMEGA HEALTHCARE INVS INC
Shares2.8K
Event2026-03-31
Filed2026-04-22
INVESCO EXCHANGE TRADED FD T
0.00%INVESCO EXCHANGE TRADED FD T
Shares2.7K
Event2026-03-31
Filed2026-04-22
CELESTICA INC
235.38%CELESTICA INC
Shares436
Event2026-03-31
Filed2026-04-22
GLNG
NewGOLAR LNG LTD
Shares2.2K
Event2026-03-31
Filed2026-04-22
SHEL
0.00%SHELL PLC
Shares1.3K
Event2026-03-31
Filed2026-04-22
VTV
0.00%VANGUARD INDEX FDS
Shares607
Event2026-03-31
Filed2026-04-22
VGK
234.74%VANGUARD INTL EQUITY INDEX F
Shares1.4K
Event2026-03-31
Filed2026-04-22
SYLD
NewCAMBRIA ETF TR
Shares1.6K
Event2026-03-31
Filed2026-04-22
HP INC
-10.45%HP INC
Shares6.0K
Event2026-03-31
Filed2026-04-22
PLTR
1.30%PALANTIR TECHNOLOGIES INC
Shares780
Event2026-03-31
Filed2026-04-22
AXP
0.00%AMERICAN EXPRESS CO
Shares374
Event2026-03-31
Filed2026-04-22
GDX
0.00%VANECK ETF TRUST
Shares1.2K
Event2026-03-31
Filed2026-04-22
NUE
0.00%NUCOR CORP
Shares652
Event2026-03-31
Filed2026-04-22
SHYM
NewBLACKROCK ETF TRUST II
Shares5.0K
Event2026-03-31
Filed2026-04-22
ADI
137.93%ANALOG DEVICES INC
Shares345
Event2026-03-31
Filed2026-04-22
SLV
3.23%ISHARES SILVER TR
Shares1.6K
Event2026-03-31
Filed2026-04-22
PPA
7.50%INVESCO EXCHANGE TRADED FD T
Shares645
Event2026-03-31
Filed2026-04-22
DKS
613.33%DICKS SPORTING GOODS INC
Shares535
Event2026-03-31
Filed2026-04-22
TFC
2.23%TRUIST FINL CORP
Shares2.3K
Event2026-03-31
Filed2026-04-22
CEG
-8.62%CONSTELLATION ENERGY CORP
Shares371
Event2026-03-31
Filed2026-04-22
BMY
2.55%BRISTOL-MYERS SQUIBB CO
Shares1.7K
Event2026-03-31
Filed2026-04-22
APD
103.03%AIR PRODUCTS AND CHEMICALS I
Shares335
Event2026-03-31
Filed2026-04-22
WYNN
60.34%WYNN RESORTS LTD
Shares930
Event2026-03-31
Filed2026-04-22
IYF
-3.03%ISHARES TR
Shares800
Event2026-03-31
Filed2026-04-22
BRX
103.77%BRIXMOR PPTY GROUP INC
Shares3.2K
Event2026-03-31
Filed2026-04-22
NOW
1086.67%SERVICENOW INC
Shares890
Event2026-03-31
Filed2026-04-22
KTB
126.96%KONTOOR BRANDS INC
Shares1.3K
Event2026-03-31
Filed2026-04-22
HSY
91.30%HERSHEY CO
Shares440
Event2026-03-31
Filed2026-04-22
NOC
0.00%NORTHROP GRUMMAN CORP
Shares133
Event2026-03-31
Filed2026-04-22
IYM
0.00%ISHARES TR
Shares490
Event2026-03-31
Filed2026-04-22
ASML
14.04%ASML HLDG NV
Shares65
Event2026-03-31
Filed2026-04-22
TSLA
0.00%TESLA INC
Shares227
Event2026-03-31
Filed2026-04-22
DTE
-12.98%DTE ENERGY CO
Shares570
Event2026-03-31
Filed2026-04-22
HAS
-5.43%HASBRO INC
Shares871
Event2026-03-31
Filed2026-04-22
TGT
0.00%TARGET CORP
Shares663
Event2026-03-31
Filed2026-04-22
OTIS
0.00%OTIS WORLDWIDE CORP
Shares1.0K
Event2026-03-31
Filed2026-04-22
BK
0.00%BANK NEW YORK MELLON CORP
Shares658
Event2026-03-31
Filed2026-04-22
IYK
-1.33%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
MO
0.00%ALTRIA GROUP INC
Shares1.2K
Event2026-03-31
Filed2026-04-22
VUG
-83.96%VANGUARD INDEX FDS
Shares172
Event2026-03-31
Filed2026-04-22
IYE
0.00%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
AGG
-10.37%ISHARES TR
Shares735
Event2026-03-31
Filed2026-04-22
FDX
0.00%FEDEX CORP
Shares200
Event2026-03-31
Filed2026-04-22
MS
0.00%MORGAN STANLEY
Shares430
Event2026-03-31
Filed2026-04-22
VMC
0.00%VULCAN MATLS CO
Shares258
Event2026-03-31
Filed2026-04-22
SPG
0.00%SIMON PPTY GROUP INC NEW
Shares375
Event2026-03-31
Filed2026-04-22
TSEM
NewTOWER SEMICONDUCTOR LTD
Shares396
Event2026-03-31
Filed2026-04-22
PEG
-29.05%PUBLIC SVC ENTERPRISE GROUP
Shares855
Event2026-03-31
Filed2026-04-22
IXUS
0.00%ISHARES TR
Shares785
Event2026-03-31
Filed2026-04-22
ARTY
NewISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-04-22
INVESCO QQQ TR
-4.10%INVESCO QQQ TR
Shares117
Event2026-03-31
Filed2026-04-22
PANW
55.26%PALO ALTO NETWORKS INC
Shares413
Event2026-03-31
Filed2026-04-22
SLQD
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-22
LOAR
NewLOAR HOLDINGS INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
BND
-43.99%VANGUARD BD INDEX FDS
Shares885
Event2026-03-31
Filed2026-04-22
UGI
0.00%UGI CORP NEW
Shares1.8K
Event2026-03-31
Filed2026-04-22
GE AEROSPACE
0.00%GE AEROSPACE
Shares226
Event2026-03-31
Filed2026-04-22
DASH
NewDOORDASH INC
Shares423
Event2026-03-31
Filed2026-04-22
VO
0.00%VANGUARD INDEX FDS
Shares217
Event2026-03-31
Filed2026-04-22
VHT
0.00%VANGUARD WORLD FD
Shares225
Event2026-03-31
Filed2026-04-22
LYB
0.00%LYONDELLBASELL INDUSTRIES NV
Shares755
Event2026-03-31
Filed2026-04-22
VPU
0.00%VANGUARD WORLD FD
Shares300
Event2026-03-31
Filed2026-04-22
IWD
0.00%ISHARES TR
Shares271
Event2026-03-31
Filed2026-04-22
HON
11.06%HONEYWELL INTL INC
Shares251
Event2026-03-31
Filed2026-04-22
XLP
0.00%SELECT SECTOR SPDR TR
Shares690
Event2026-03-31
Filed2026-04-22
VRTX
0.00%VERTEX PHARMACEUTICALS INC
Shares125
Event2026-03-31
Filed2026-04-22
RCL
0.00%ROYAL CARIBBEAN GROUP
Shares200
Event2026-03-31
Filed2026-04-22
MEDTRONIC PLC
0.00%MEDTRONIC PLC
Shares628
Event2026-03-31
Filed2026-04-22
IYC
-3.45%ISHARES TR
Shares560
Event2026-03-31
Filed2026-04-22
GEV
0.00%GE VERNOVA INC
Shares62
Event2026-03-31
Filed2026-04-22
XLF
0.00%SELECT SECTOR SPDR TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
APP
-2.94%APPLOVIN CORP
Shares132
Event2026-03-31
Filed2026-04-22
AFL
0.00%AFLAC INC
Shares472
Event2026-03-31
Filed2026-04-22
ASTS
175.56%AST SPACEMOBILE INC
Shares620
Event2026-03-31
Filed2026-04-22
CITIGROUP INC
0.00%CITIGROUP INC
Shares449
Event2026-03-31
Filed2026-04-22
ET
0.00%ENERGY TRANSFER L P
Shares2.6K
Event2026-03-31
Filed2026-04-22
EPR
0.00%EPR PPTYS
Shares1.0K
Event2026-03-31
Filed2026-04-22
CAT
7.69%CATERPILLAR INC
Shares70
Event2026-03-31
Filed2026-04-22
EZBC
-74.75%FRANKLIN TEMPLETON DIGITAL H
Shares1.3K
Event2026-03-31
Filed2026-04-22
GM
0.00%GENERAL MTRS CO
Shares650
Event2026-03-31
Filed2026-04-22
MP
0.00%MP MATERIALS CORP
Shares976
Event2026-03-31
Filed2026-04-22
RDVY
0.00%FIRST TR EXCHANGE TRADED FD
Shares674
Event2026-03-31
Filed2026-04-22
SEAGATE TECHNOLOGY HLDNGS PL
91.67%SEAGATE TECHNOLOGY HLDNGS PL
Shares115
Event2026-03-31
Filed2026-04-22
CRWD
0.00%CROWDSTRIKE HLDGS INC
Shares115
Event2026-03-31
Filed2026-04-22
CF
0.00%CF INDUSTRIES HOLD
Shares345
Event2026-03-31
Filed2026-04-22
FFIV
0.00%F5 INC
Shares154
Event2026-03-31
Filed2026-04-22
AMAT
44.44%APPLIED MATLS INC
Shares130
Event2026-03-31
Filed2026-04-22
ARES
53.85%ARES MANAGEMENT CORPORATION
Shares400
Event2026-03-31
Filed2026-04-22
SU
0.00%SUNCOR ENERGY INC NEW
Shares635
Event2026-03-31
Filed2026-04-22
ED
0.00%CONSOLIDATED EDISON INC
Shares366
Event2026-03-31
Filed2026-04-22
VGT
0.00%VANGUARD WORLD FD
Shares59
Event2026-03-31
Filed2026-04-22
BETZ
0.00%LISTED FDS TR
Shares2.3K
Event2026-03-31
Filed2026-04-22
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares207
Event2026-03-31
Filed2026-04-22
CEF
6.25%SPROTT ASSET MANAGEMENT LP
Shares850
Event2026-03-31
Filed2026-04-22
SCZ
0.00%ISHARES TR
Shares516
Event2026-03-31
Filed2026-04-22
FNF
0.00%FIDELITY NATL FINL INC
Shares858
Event2026-03-31
Filed2026-04-22
RNST
0.00%RENASANT CORP
Shares1.1K
Event2026-03-31
Filed2026-04-22
FTV
0.00%FORTIVE CORP
Shares711
Event2026-03-31
Filed2026-04-22
NEM
7.46%NEWMONT CORP
Shares360
Event2026-03-31
Filed2026-04-22
GENERAL DYNAMICS CORP
0.00%GENERAL DYNAMICS CORP
Shares110
Event2026-03-31
Filed2026-04-22
FNDF
116.29%SCHWAB STRATEGIC TR
Shares770
Event2026-03-31
Filed2026-04-22
UNH
0.00%UNITEDHEALTH GROUP INC
Shares139
Event2026-03-31
Filed2026-04-22
HLT
0.00%HILTON WORLDWIDE HLDGS INC
Shares120
Event2026-03-31
Filed2026-04-22
XLU
0.00%SELECT SECTOR SPDR TR
Shares790
Event2026-03-31
Filed2026-04-22
LAMR
0.00%LAMAR ADVERTISING CO
Shares281
Event2026-03-31
Filed2026-04-22
LNG
108.33%CHENIERE ENERGY INC
Shares125
Event2026-03-31
Filed2026-04-22
WELL
-5.38%WELLTOWER INC
Shares176
Event2026-03-31
Filed2026-04-22
TJX
0.00%TJX COS INC NEW
Shares216
Event2026-03-31
Filed2026-04-22
DDS
0.00%DILLARDS INC
Shares60
Event2026-03-31
Filed2026-04-22
OR ROYALTIES INC.
0.00%OR ROYALTIES INC.
Shares900
Event2026-03-31
Filed2026-04-22
TOL
0.00%TOLL BROTHERS INC
Shares250
Event2026-03-31
Filed2026-04-22
USB
0.00%US BANCORP
Shares650
Event2026-03-31
Filed2026-04-22
LINDE PLC
0.00%LINDE PLC
Shares68
Event2026-03-31
Filed2026-04-22
VDC
0.00%VANGUARD WORLD FD
Shares150
Event2026-03-31
Filed2026-04-22
ISRG
0.00%INTUITIVE SURGICAL INC
Shares70
Event2026-03-31
Filed2026-04-22
INTU
-9.88%INTUIT
Shares73
Event2026-03-31
Filed2026-04-22
VXUS
0.00%VANGUARD STAR FDS
Shares402
Event2026-03-31
Filed2026-04-22
RMD
0.00%RESMED INC
Shares134
Event2026-03-31
Filed2026-04-22
ITA
8.00%ISHARES TR
Shares135
Event2026-03-31
Filed2026-04-22
SCHA
0.00%SCHWAB STRATEGIC TR
Shares1.0K
Event2026-03-31
Filed2026-04-22
TCHP
0.00%T ROWE PRICE ETF INC
Shares652
Event2026-03-31
Filed2026-04-22
DBEM
0.00%DBX ETF TR
Shares838
Event2026-03-31
Filed2026-04-22
BJ
0.00%BJS WHSL CLUB HLDGS INC
Shares290
Event2026-03-31
Filed2026-04-22
COF
-54.41%CAPITAL ONE FINL CORP
Shares155
Event2026-03-31
Filed2026-04-22
VV
0.00%VANGUARD INDEX FDS
Shares93
Event2026-03-31
Filed2026-04-22
LHX
0.00%L3HARRIS TECHNOLOGIES INC
Shares80
Event2026-03-31
Filed2026-04-22
XLY
0.00%SELECT SECTOR SPDR TR
Shares250
Event2026-03-31
Filed2026-04-22
RGTI
0.00%RIGETTI COMPUTING INC
Shares1.9K
Event2026-03-31
Filed2026-04-22
SCHX
0.00%SCHWAB STRATEGIC TR
Shares1.1K
Event2026-03-31
Filed2026-04-22
CENCORA INC
0.00%CENCORA INC
Shares85
Event2026-03-31
Filed2026-04-22
MMM
0.00%3M CO
Shares180
Event2026-03-31
Filed2026-04-22
IUSG
0.00%ISHARES TR
Shares165
Event2026-03-31
Filed2026-04-22
PPL
0.00%PPL CORP
Shares653
Event2026-03-31
Filed2026-04-22
OXY
67.56%OCCIDENTAL PETE CORP
Shares377
Event2026-03-31
Filed2026-04-22
CACI
0.00%CACI INTL INC
Shares45
Event2026-03-31
Filed2026-04-22
ABG
0.00%ASBURY AUTOMOTIVE GROUP INC
Shares125
Event2026-03-31
Filed2026-04-22
ITW
0.00%ILLINOIS TOOL WKS INC
Shares93
Event2026-03-31
Filed2026-04-22
OMAH
0.00%TIDAL TRUST III
Shares1.3K
Event2026-03-31
Filed2026-04-22
BTI
0.00%BRITISH AMERN TOB PLC
Shares400
Event2026-03-31
Filed2026-04-22
IWB
0.00%ISHARES TR
Shares65
Event2026-03-31
Filed2026-04-22
DECK
0.00%DECKERS OUTDOOR CORP
Shares225
Event2026-03-31
Filed2026-04-22
GFS
NewGLOBALFOUNDRIES INC
Shares503
Event2026-03-31
Filed2026-04-22
SNDK
40.00%SANDISK CORP
Shares35
Event2026-03-31
Filed2026-04-22
ICE
0.00%INTERCONTINENTAL EXCHANGE IN
Shares140
Event2026-03-31
Filed2026-04-22
GRUPO CIBEST SA
0.00%GRUPO CIBEST SA
Shares300
Event2026-03-31
Filed2026-04-22
BE
0.00%BLOOM ENERGY CORP
Shares160
Event2026-03-31
Filed2026-04-22
WULF
0.00%TERAWULF INC
Shares1.5K
Event2026-03-31
Filed2026-04-22
VB
0.00%VANGUARD INDEX FDS
Shares82
Event2026-03-31
Filed2026-04-22
EFG
-19.15%ISHARES TR
Shares190
Event2026-03-31
Filed2026-04-22
ZTS
517.24%ZOETIS INC
Shares179
Event2026-03-31
Filed2026-04-22
CAH
0.00%CARDINAL HEALTH INC
Shares100
Event2026-03-31
Filed2026-04-22
FCX
0.00%FREEPORT MCMORAN INC
Shares350
Event2026-03-31
Filed2026-04-22
DELL
25.00%DELL TECHNOLOGIES INC
Shares125
Event2026-03-31
Filed2026-04-22
YUM
0.00%YUM BRANDS INC
Shares130
Event2026-03-31
Filed2026-04-22
BLACKROCK INC
0.00%BLACKROCK INC
Shares21
Event2026-03-31
Filed2026-04-22
ORLY
0.00%OREILLY AUTOMOTIVE INC
Shares215
Event2026-03-31
Filed2026-04-22
J
0.00%JACOBS SOLUTIONS INC
Shares155
Event2026-03-31
Filed2026-04-22
SCHE
0.00%SCHWAB STRATEGIC TR
Shares592
Event2026-03-31
Filed2026-04-22
FNDX
0.00%SCHWAB STRATEGIC TR
Shares699
Event2026-03-31
Filed2026-04-22
PFE
0.00%PFIZER INC
Shares692
Event2026-03-31
Filed2026-04-22
VAW
0.00%VANGUARD WORLD FD
Shares85
Event2026-03-31
Filed2026-04-22
PEP
0.00%PEPSICO INC
Shares122
Event2026-03-31
Filed2026-04-22
SCHW
0.00%SCHWAB CHARLES CORP
Shares200
Event2026-03-31
Filed2026-04-22
MCO
0.00%MOODYS CORP
Shares43
Event2026-03-31
Filed2026-04-22
CDNS
-67.63%CADENCE DESIGN SYSTEM INC
Shares67
Event2026-03-31
Filed2026-04-22
UNM
-50.00%UNUM GROUP
Shares250
Event2026-03-31
Filed2026-04-22
CB
0.00%CHUBB LTD SWITZ
Shares56
Event2026-03-31
Filed2026-04-22
XOP
0.00%SPDR SERIES TRUST
Shares100
Event2026-03-31
Filed2026-04-22
VFH
0.00%VANGUARD WORLD FD
Shares150
Event2026-03-31
Filed2026-04-22
PGR
-21.55%PROGRESSIVE CORP
Shares91
Event2026-03-31
Filed2026-04-22
DFH
0.00%DREAM FINDERS HOMES INC
Shares1.3K
Event2026-03-31
Filed2026-04-22
SCHG
0.00%SCHWAB STRATEGIC TR
Shares609
Event2026-03-31
Filed2026-04-22
ADP
0.00%AUTOMATIC DATA PROCESSING IN
Shares86
Event2026-03-31
Filed2026-04-22
GWW
0.00%WW GRAINGER INC
Shares16
Event2026-03-31
Filed2026-04-22
MNST
0.00%MONSTER BEVERAGE CORP NEW
Shares240
Event2026-03-31
Filed2026-04-22
CMCSA
0.00%COMCAST CORP NEW
Shares602
Event2026-03-31
Filed2026-04-22
CVR PARTNERS LP/CVR NITROGEN
0.00%CVR PARTNERS LP/CVR NITROGEN
Shares135
Event2026-03-31
Filed2026-04-22
WPM
0.00%WHEATON PRECIOUS METALS CORP
Shares125
Event2026-03-31
Filed2026-04-22
FNV
225.00%FRANCO NEV CORP
Shares65
Event2026-03-31
Filed2026-04-22
EMR
0.00%EMERSON ELEC CO
Shares122
Event2026-03-31
Filed2026-04-22
XLE
0.00%SELECT SECTOR SPDR TR
Shares260
Event2026-03-31
Filed2026-04-22
BABA
0.00%ALIBABA GROUP HLDG LTD
Shares125
Event2026-03-31
Filed2026-04-22
EBAY
0.00%EBAY INC.
Shares172
Event2026-03-31
Filed2026-04-22
ALL
0.00%ALLSTATE CORP
Shares75
Event2026-03-31
Filed2026-04-22
BSX
0.00%BOSTON SCIENTIFIC CORP
Shares245
Event2026-03-31
Filed2026-04-22
VODAFONE GROUP PLC
0.00%VODAFONE GROUP PLC
Shares1.0K
Event2026-03-31
Filed2026-04-22
HIG
0.00%HARTFORD INSURANCE GROUP INC
Shares111
Event2026-03-31
Filed2026-04-22
MLM
0.00%MARTIN MARIETTA MATLS INC
Shares25
Event2026-03-31
Filed2026-04-22
NRG
0.00%NRG ENERGY INC
Shares100
Event2026-03-31
Filed2026-04-22
CAR
0.00%AVIS BUDGET GROUP INC
Shares100
Event2026-03-31
Filed2026-04-22
PAA
0.00%PLAINS ALL AMERN PIPELINE L
Shares650
Event2026-03-31
Filed2026-04-22
KR
0.00%KROGER CO
Shares200
Event2026-03-31
Filed2026-04-22
QCOM
-12.00%QUALCOMM INC
Shares110
Event2026-03-31
Filed2026-04-22
CRM
0.00%SALESFORCE INC
Shares74
Event2026-03-31
Filed2026-04-22
TOTALENERGIES SE
0.00%TOTALENERGIES SE
Shares150
Event2026-03-31
Filed2026-04-22
LUNR
3.57%INTUITIVE MACHINES INC
Shares725
Event2026-03-31
Filed2026-04-22
KNTK
NewKINETIK HOLDINGS INC
Shares275
Event2026-03-31
Filed2026-04-22
VEU
0.00%VANGUARD INTL EQUITY INDEX F
Shares175
Event2026-03-31
Filed2026-04-22
IGM
0.00%ISHARES TR
Shares110
Event2026-03-31
Filed2026-04-22
TDG
0.00%TRANSDIGM GROUP INC
Shares11
Event2026-03-31
Filed2026-04-22
VRT
0.00%VERTIV HOLDINGS CO
Shares50
Event2026-03-31
Filed2026-04-22
AWK
0.00%AMERICAN WTR WKS CO INC NEW
Shares90
Event2026-03-31
Filed2026-04-22
IWO
0.00%ISHARES TR
Shares39
Event2026-03-31
Filed2026-04-22
SCHM
0.00%SCHWAB STRATEGIC TR
Shares393
Event2026-03-31
Filed2026-04-22
AGNC
0.00%AGNC INVT CORP
Shares1.2K
Event2026-03-31
Filed2026-04-22
KKR & CO INC
0.00%KKR & CO INC
Shares130
Event2026-03-31
Filed2026-04-22
SYM
0.00%SYMBOTIC INC
Shares225
Event2026-03-31
Filed2026-04-22
WFC
0.00%WELLS FARGO & CO
Shares150
Event2026-03-31
Filed2026-04-22
UI
50.00%UBIQUITI INC
Shares15
Event2026-03-31
Filed2026-04-22
CDW
0.00%CDW CORP
Shares97
Event2026-03-31
Filed2026-04-22
VOE
0.00%VANGUARD INDEX FDS
Shares61
Event2026-03-31
Filed2026-04-22
PHM
0.00%PULTE GROUP INC
Shares95
Event2026-03-31
Filed2026-04-22
HWM
0.00%HOWMET AEROSPACE INC
Shares48
Event2026-03-31
Filed2026-04-22
PSX
0.00%PHILLIPS 66
Shares60
Event2026-03-31
Filed2026-04-22
PH
0.00%PARKER-HANNIFIN CORP
Shares12
Event2026-03-31
Filed2026-04-22
GILD
0.00%GILEAD SCIENCES INC
Shares75
Event2026-03-31
Filed2026-04-22
ING
0.00%ING GROEP N.V.
Shares400
Event2026-03-31
Filed2026-04-22
ACWI
0.00%ISHARES TR
Shares75
Event2026-03-31
Filed2026-04-22
VYM
0.00%VANGUARD WHITEHALL FDS
Shares70
Event2026-03-31
Filed2026-04-22
LPX
0.00%LOUISIANA PAC CORP
Shares142
Event2026-03-31
Filed2026-04-22
RIO
46.67%RIO TINTO PLC
Shares110
Event2026-03-31
Filed2026-04-22
BDX
0.00%BECTON DICKINSON & CO
Shares65
Event2026-03-31
Filed2026-04-22
MAGNUM ICE CREAM CO NV
-3.95%MAGNUM ICE CREAM CO NV
Shares680
Event2026-03-31
Filed2026-04-22
NVO
-15.38%NOVO-NORDISK A S
Shares275
Event2026-03-31
Filed2026-04-22
ARMOUR RESIDENTIAL REIT INC
0.00%ARMOUR RESIDENTIAL REIT INC
Shares600
Event2026-03-31
Filed2026-04-22
MARVELL TECHNOLOGY INC
-73.33%MARVELL TECHNOLOGY INC
Shares100
Event2026-03-31
Filed2026-04-22
SOLSTICE ADVANCED MATLS INC
0.00%SOLSTICE ADVANCED MATLS INC
Shares130
Event2026-03-31
Filed2026-04-22
FANG
0.00%DIAMONDBACK ENERGY INC
Shares50
Event2026-03-31
Filed2026-04-22
UPS
0.00%UNITED PARCEL SVCS INC
Shares100
Event2026-03-31
Filed2026-04-22
F
0.00%FORD MTR CO
Shares850
Event2026-03-31
Filed2026-04-22
ANGLOGOLD ASHANTI PLC
33.33%ANGLOGOLD ASHANTI PLC
Shares100
Event2026-03-31
Filed2026-04-22
RAL
0.00%RALLIANT CORP
Shares234
Event2026-03-31
Filed2026-04-22
CIEN
0.00%CIENA CORP
Shares25
Event2026-03-31
Filed2026-04-22
ROCKET LAB CORP
100.00%ROCKET LAB CORP
Shares150
Event2026-03-31
Filed2026-04-22
QUAL
0.00%ISHARES TR
Shares50
Event2026-03-31
Filed2026-04-22
HST
0.00%HOST HOTELS & RESORTS INC
Shares500
Event2026-03-31
Filed2026-04-22
WDC
NewWESTERN DIGITAL CORP
Shares35
Event2026-03-31
Filed2026-04-22
T
0.00%AT&T INC
Shares325
Event2026-03-31
Filed2026-04-22
BP
0.00%BP PLC
Shares200
Event2026-03-31
Filed2026-04-22
OKE
0.00%ONEOK INC NEW
Shares100
Event2026-03-31
Filed2026-04-22
PFG
0.00%PRINCIPAL FINANCIAL GROUP IN
Shares100
Event2026-03-31
Filed2026-04-22
AKAM
0.00%AKAMAI TECHNOLOGIES INC
Shares78
Event2026-03-31
Filed2026-04-22
SBUX
33.33%STARBUCKS CORP
Shares100
Event2026-03-31
Filed2026-04-22
INTC
0.00%INTEL CORP
Shares200
Event2026-03-31
Filed2026-04-22
QBTS
0.00%D-WAVE QUANTUM INC
Shares600
Event2026-03-31
Filed2026-04-22
CORZ
0.00%CORE SCIENTIFIC INC NEW
Shares575
Event2026-03-31
Filed2026-04-22
RL
0.00%RALPH LAUREN CORP
Shares25
Event2026-03-31
Filed2026-04-22
FS SPECIALTY LENDING FD
0.00%FS SPECIALTY LENDING FD
Shares675
Event2026-03-31
Filed2026-04-22
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares160
Event2026-03-31
Filed2026-04-22
BKNG
0.00%BOOKING HOLDINGS INC
Shares2
Event2026-03-31
Filed2026-04-22
SAFT
0.00%SAFETY INS GROUP INC
Shares114
Event2026-03-31
Filed2026-04-22
XLI
0.00%SELECT SECTOR SPDR TR
Shares50
Event2026-03-31
Filed2026-04-22
VBR
0.00%VANGUARD INDEX FDS
Shares37
Event2026-03-31
Filed2026-04-22
VOT
0.00%VANGUARD INDEX FDS
Shares31
Event2026-03-31
Filed2026-04-22
IWN
0.00%ISHARES TR
Shares42
Event2026-03-31
Filed2026-04-22
UBER
0.00%UBER TECHNOLOGIES INC
Shares110
Event2026-03-31
Filed2026-04-22
NU
0.00%NU HLDGS LTD
Shares550
Event2026-03-31
Filed2026-04-22
CNQ
0.00%CANADIAN NAT RES LTD MED TER
Shares160
Event2026-03-31
Filed2026-04-22
EXG
0.00%EATON VANCE TAX-MANAGED GLOB
Shares900
Event2026-03-31
Filed2026-04-22
NBIS
NewNEBIUS GROUP N.V.
Shares75
Event2026-03-31
Filed2026-04-22
SPGI
0.00%S&P GLOBAL INC
Shares18
Event2026-03-31
Filed2026-04-22
RGLD
100.00%ROYAL GOLD INC
Shares30
Event2026-03-31
Filed2026-04-22
BHF
0.00%BRIGHTHOUSE FINL INC
Shares126
Event2026-03-31
Filed2026-04-22
AEIS
0.00%ADVANCED ENERGY INDS
Shares23
Event2026-03-31
Filed2026-04-22
EQL
0.00%ALPS ETF TR
Shares156
Event2026-03-31
Filed2026-04-22
FLS
0.00%FLOWSERVE CORP
Shares100
Event2026-03-31
Filed2026-04-22
INVESCO EXCH TRADED FD TR II
0.00%INVESCO EXCH TRADED FD TR II
Shares105
Event2026-03-31
Filed2026-04-22
RY
NewROYAL BK CDA
Shares45
Event2026-03-31
Filed2026-04-22
IONQ
-10.71%IONQ INC
Shares250
Event2026-03-31
Filed2026-04-22
SNY
0.00%SANOFI SA
Shares149
Event2026-03-31
Filed2026-04-22
CHWY
0.00%CHEWY INC
Shares265
Event2026-03-31
Filed2026-04-22
DGRW
0.00%WISDOMTREE TR
Shares81
Event2026-03-31
Filed2026-04-22
ARMK
0.00%ARAMARK
Shares175
Event2026-03-31
Filed2026-04-22
TPR
0.00%TAPESTRY INC
Shares50
Event2026-03-31
Filed2026-04-22
UBS
0.00%UBS GROUP AG
Shares175
Event2026-03-31
Filed2026-04-22
SYF
0.00%SYNCHRONY FINANCIAL
Shares100
Event2026-03-31
Filed2026-04-22
PSA
0.00%PUBLIC STORAGE OPER CO
Shares25
Event2026-03-31
Filed2026-04-22
BMO
NewBANK MONTREAL MEDIUM
Shares50
Event2026-03-31
Filed2026-04-22
WY
0.00%WEYERHAEUSER CO
Shares275
Event2026-03-31
Filed2026-04-22
FMX
NewFOMENTO ECONOMICO MEXICANO S
Shares60
Event2026-03-31
Filed2026-04-22
SPEM
0.00%SPDR INDEX SHS FDS
Shares140
Event2026-03-31
Filed2026-04-22
JCI
0.00%JOHNSON CONTROLS INTERNATION
Shares50
Event2026-03-31
Filed2026-04-22
RCAT
-50.00%RED CAT HLDGS INC
Shares500
Event2026-03-31
Filed2026-04-22
COPX
142.86%GLOBAL X FDS
Shares85
Event2026-03-31
Filed2026-04-22
SEACOAST BKG CORP FLA
0.00%SEACOAST BKG CORP FLA
Shares210
Event2026-03-31
Filed2026-04-22
SIL
0.00%GLOBAL X FDS
Shares70
Event2026-03-31
Filed2026-04-22
COLD
0.00%AMERICOLD REALTY TRUST INC
Shares550
Event2026-03-31
Filed2026-04-22
VTEB
0.00%VANGUARD MUN BD FDS
Shares125
Event2026-03-31
Filed2026-04-22
DTM
0.00%DT MIDSTREAM INC
Shares45
Event2026-03-31
Filed2026-04-22
AMT
0.00%AMERICAN TOWER CORP
Shares35
Event2026-03-31
Filed2026-04-22
FDN
0.00%FIRST TR EXCHANGE-TRADED FD
Shares25
Event2026-03-31
Filed2026-04-22
FVD
0.00%FIRST TR EXCHANGE-TRADED FD
Shares120
Event2026-03-31
Filed2026-04-22
LUV
0.00%SOUTHWEST AIRLS CO
Shares150
Event2026-03-31
Filed2026-04-22
TMUS
0.00%T-MOBILE US INC
Shares26
Event2026-03-31
Filed2026-04-22
LVS
0.00%LAS VEGAS SANDS CORP
Shares100
Event2026-03-31
Filed2026-04-22
ZION
0.00%ZIONS BANCORPORATION NATL AS
Shares92
Event2026-03-31
Filed2026-04-22
CAG
0.00%CONAGRA BRANDS INC
Shares333
Event2026-03-31
Filed2026-04-22
AIG
0.00%AMERICAN INTL GROUP INC
Shares67
Event2026-03-31
Filed2026-04-22
PWRD
0.00%TCW ETF TRUST
Shares50
Event2026-03-31
Filed2026-04-22
CMG
0.00%CHIPOTLE MEXICAN GRILL INC
Shares151
Event2026-03-31
Filed2026-04-22
A
0.00%AGILENT TECHNOLOGIES INC
Shares42
Event2026-03-31
Filed2026-04-22
SAIC
0.00%SCIENCE APPLICATIONS INTL CO
Shares50
Event2026-03-31
Filed2026-04-22
RITM
0.00%RITHM CAPITAL CORP
Shares500
Event2026-03-31
Filed2026-04-22
GLDM
0.00%WORLD GOLD TR
Shares50
Event2026-03-31
Filed2026-04-22
DIA
0.00%STATE STR SPDR DOW JONES IND
Shares10
Event2026-03-31
Filed2026-04-22
SNDA
NewSONIDA SENIOR LIVING INC
Shares142
Event2026-03-31
Filed2026-04-22
ALC
0.00%ALCON AG
Shares60
Event2026-03-31
Filed2026-04-22
SW
0.00%SMURFIT WESTROCK PLC
Shares113
Event2026-03-31
Filed2026-04-22
NATWEST GROUP PLC
0.00%NATWEST GROUP PLC
Shares300
Event2026-03-31
Filed2026-04-22
ESPR
0.00%ESPERION THERAPEUTICS INC NE
Shares1.6K
Event2026-03-31
Filed2026-04-22
UBSI
0.00%UNITED BANKSHARES INC WEST V
Shares105
Event2026-03-31
Filed2026-04-22
AMTM
0.00%AMENTUM HOLDINGS INC
Shares164
Event2026-03-31
Filed2026-04-22
APA CORPORATION
NewAPA CORPORATION
Shares100
Event2026-03-31
Filed2026-04-22
ACM
42.86%AECOM
Shares50
Event2026-03-31
Filed2026-04-22
BCS
0.00%BARCLAYS PLC
Shares200
Event2026-03-31
Filed2026-04-22
AON PLC
-89.84%AON PLC
Shares13
Event2026-03-31
Filed2026-04-22
AVNS
NewAVANOS MED INC
Shares299
Event2026-03-31
Filed2026-04-22
IDEF
NewBLACKROCK ETF TRUST
Shares125
Event2026-03-31
Filed2026-04-22
FTNT
0.00%FORTINET INC
Shares50
Event2026-03-31
Filed2026-04-22
NKE
NewNIKE INC
Shares75
Event2026-03-31
Filed2026-04-22
CCL
0.00%CARNIVAL CORP
Shares150
Event2026-03-31
Filed2026-04-22
MLI
40.00%MUELLER INDS INC
Shares35
Event2026-03-31
Filed2026-04-22
DVY
0.00%ISHARES TR
Shares25
Event2026-03-31
Filed2026-04-22
LECO
0.00%LINCOLN ELEC HLDGS INC
Shares15
Event2026-03-31
Filed2026-04-22
OKLO
-40.00%OKLO INC
Shares75
Event2026-03-31
Filed2026-04-22
PINS
0.00%PINTEREST INC
Shares200
Event2026-03-31
Filed2026-04-22
DEFINIUM THERAPEUTICS INC
NewDEFINIUM THERAPEUTICS INC
Shares193
Event2026-03-31
Filed2026-04-22
KRMN
NewKARMAN HLDGS INC
Shares45
Event2026-03-31
Filed2026-04-22
KTOS
0.00%KRATOS DEFENSE & SEC SOLUTIO
Shares50
Event2026-03-31
Filed2026-04-22
NTRS
0.00%NORTHERN TR CORP
Shares25
Event2026-03-31
Filed2026-04-22
HOOD
0.00%ROBINHOOD MKTS INC
Shares50
Event2026-03-31
Filed2026-04-22
STM
0.00%STMICROELECTRONICS N V
Shares100
Event2026-03-31
Filed2026-04-22
IREN
NewIREN LIMITED
Shares100
Event2026-03-31
Filed2026-04-22
KHC
0.00%KRAFT HEINZ CO
Shares150
Event2026-03-31
Filed2026-04-22
RWT
0.00%REDWOOD TRUST INC
Shares600
Event2026-03-31
Filed2026-04-22
GPN
0.00%GLOBAL PMTS INC
Shares50
Event2026-03-31
Filed2026-04-22
IBKR
NewINTERACTIVE BROKERS GROUP IN
Shares50
Event2026-03-31
Filed2026-04-22
EXR
0.00%EXTRA SPACE STORAGE INC
Shares25
Event2026-03-31
Filed2026-04-22
DLO
-50.00%DLOCAL LTD
Shares250
Event2026-03-31
Filed2026-04-22
EUAD
0.00%SPINNAKER ETF SERIES
Shares75
Event2026-03-31
Filed2026-04-22
EZM
0.00%WISDOMTREE TR
Shares45
Event2026-03-31
Filed2026-04-22
XYZ
0.00%BLOCK INC
Shares50
Event2026-03-31
Filed2026-04-22
LAC
0.00%LITHIUM AMERS CORP NEW
Shares750
Event2026-03-31
Filed2026-04-22
NXPI
0.00%NXP SEMICONDUCTORS N V
Shares15
Event2026-03-31
Filed2026-04-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
NVDA Put
69.23%NVIDIA CORPORATION
Shares2.2K
Event2026-03-31
Filed2026-04-22
NFLX Put
0.00%NETFLIX INC.
Shares3.0K
Event2026-03-31
Filed2026-04-22
AAPL Put
NewAPPLE INC
Shares1.1K
Event2026-03-31
Filed2026-04-22
MSFT Put
NewMICROSOFT CORP
Shares400
Event2026-03-31
Filed2026-04-22
KLAC Put
NewKLA CORP
Shares100
Event2026-03-31
Filed2026-04-22
AEM Put
0.00%AGNICO EAGLE MINES LTD
Shares500
Event2026-03-31
Filed2026-04-22