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

Call Option Holdings
No call option holdings data available

Put Option Holdings
NVDA Put
NVIDIA CORPORATION
69.23%
Shares2.2K
Event2026-03-31
Filed2026-04-22
NFLX Put
NETFLIX INC.
0.00%
Shares3.0K
Event2026-03-31
Filed2026-04-22
AAPL Put
APPLE INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-22
MSFT Put
MICROSOFT CORP
New
Shares400
Event2026-03-31
Filed2026-04-22
KLAC Put
KLA CORP
New
Shares100
Event2026-03-31
Filed2026-04-22
AEM Put
AGNICO EAGLE MINES LTD
0.00%
Shares500
Event2026-03-31
Filed2026-04-22
Atlantic Edge Private Wealth Management, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo