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The Analysis of Broussard Financial Group LLC's Holdings & P&L

Currently, Broussard Financial Group LLC holds 29 types of securities in its portfolio with a total value $125.0M. In the most recent quarter, they have increased their positions in USFR (+29.8K shares, valued at $1.5M), IBIT (+29.6K shares, valued at $1.1M), FXY (+18.4K shares, valued at $1.1M); decreased their positions in SLV (-22.5K shares, valued at $1.5M), IAU (-10.4K shares, valued at $913.8K), BIL (-6.8K shares, valued at $625.0K); initiated new positions in VSS (+3.2K shares, valued at $462.6K), SNDK (+540 shares, valued at $343.1K).

1M P&L

+260.9K+0.32%

3M P&L

-20.0M-19.84%

HY P&L

-18.4M-18.54%

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/A124.1M

99.3%

2Banks - Regional534.9K

0.4%

3Computer Hardware343.1K

0.3%

Top Industries by Stock Count

1N/A26 stocks

89.7%

2Banks - Regional2 stocks

6.9%

3Computer Hardware1 stocks

3.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR373.0K shares8.68%2026-03-312026-04-29

UAUG INNOVATOR ETFS TRUST411.3K shares4.61%2026-03-312026-04-29

IAU ISHARES GOLD TR157.1K shares-6.19%2026-03-312026-04-29

IOCT INNOVATOR ETFS TRUST393.1K shares3.19%2026-03-312026-04-29

EOCT INNOVATOR ETFS TRUST303.4K shares4.19%2026-03-312026-04-29

AGGY WISDOMTREE TR183.6K shares7.31%2026-03-312026-04-29

TUA SIMPLIFY EXCHANGE TRADED FUN372.3K shares7.54%2026-03-312026-04-29

FXY INVESCO CURRENCYSHARES100.0K shares22.57%2026-03-312026-04-29

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SPYV SPDR SERIES TRUST102.2K shares6.40%2026-03-312026-04-29

XLU SELECT SECTOR SPDR TR121.8K shares2.02%2026-03-312026-04-29

HDV ISHARES TR37.8K shares0.22%2026-03-312026-04-29

SLV ISHARES SILVER TR51.1K shares-30.60%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF70.5K shares72.36%2026-03-312026-04-29

IVV ISHARES TR2.8K shares-5.61%2026-03-312026-04-29

VGSH VANGUARD SCOTTSDALE FDS15.4K shares9.31%2026-03-312026-04-29

BIL SPDR SERIES TRUST9.7K shares-41.37%2026-03-312026-04-29

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GDX VANECK ETF TRUST6.9K shares-1.71%2026-03-312026-04-29

SPLV INVESCO EXCH TRADED FD TR II8.6K shares7.58%2026-03-312026-04-29

VTEB VANGUARD MUN BD FDS10.9K shares0.70%2026-03-312026-04-29

VSS VANGUARD INTL EQUITY INDEX F3.2K sharesnew addition2026-03-312026-04-29

ESGU ISHARES TR2.7K shares-13.26%2026-03-312026-04-29

SNDK SANDISK CORP540 sharesnew addition2026-03-312026-04-29

IWV ISHARES TR873 shares-11.55%2026-03-312026-04-29

HBCP HOMEBANCORP INC5.2K shares0.00%2026-03-312026-04-29

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MUB ISHARES TR2.6K shares0.00%2026-03-312026-04-29

VTI VANGUARD INDEX FDS760 shares-20.08%2026-03-312026-04-29

FHN FIRST HORIZON CORPORATION9.8K shares-50.00%2026-03-312026-04-29

SPYM SPDR SERIES TRUST2.6K shares-3.29%2026-03-312026-04-29

IYW ISHARES TR1.1K shares-6.99%2026-03-312026-04-29

USFR

WISDOMTREE TR

8.68%

Shares373.0K

Event2026-03-31

Filed2026-04-29

UAUG

INNOVATOR ETFS TRUST

4.61%

Shares411.3K

Event2026-03-31

Filed2026-04-29

IAU

ISHARES GOLD TR

-6.19%

Shares157.1K

Event2026-03-31

Filed2026-04-29

IOCT

INNOVATOR ETFS TRUST

3.19%

Shares393.1K

Event2026-03-31

Filed2026-04-29

EOCT

INNOVATOR ETFS TRUST

4.19%

Shares303.4K

Event2026-03-31

Filed2026-04-29

AGGY

WISDOMTREE TR

7.31%

Shares183.6K

Event2026-03-31

Filed2026-04-29

TUA

SIMPLIFY EXCHANGE TRADED FUN

7.54%

Shares372.3K

Event2026-03-31

Filed2026-04-29

FXY

INVESCO CURRENCYSHARES

22.57%

Shares100.0K

Event2026-03-31

Filed2026-04-29

SPYV

SPDR SERIES TRUST

6.40%

Shares102.2K

Event2026-03-31

Filed2026-04-29

XLU

SELECT SECTOR SPDR TR

2.02%

Shares121.8K

Event2026-03-31

Filed2026-04-29

HDV

ISHARES TR

0.22%

Shares37.8K

Event2026-03-31

Filed2026-04-29

SLV

ISHARES SILVER TR

-30.60%

Shares51.1K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

72.36%

Shares70.5K

Event2026-03-31

Filed2026-04-29

IVV

ISHARES TR

-5.61%

Shares2.8K

Event2026-03-31

Filed2026-04-29

VGSH

VANGUARD SCOTTSDALE FDS

9.31%

Shares15.4K

Event2026-03-31

Filed2026-04-29

BIL

SPDR SERIES TRUST

-41.37%

Shares9.7K

Event2026-03-31

Filed2026-04-29

GDX

VANECK ETF TRUST

-1.71%

Shares6.9K

Event2026-03-31

Filed2026-04-29

SPLV

INVESCO EXCH TRADED FD TR II

7.58%

Shares8.6K

Event2026-03-31

Filed2026-04-29

VTEB

VANGUARD MUN BD FDS

0.70%

Shares10.9K

Event2026-03-31

Filed2026-04-29

VSS

VANGUARD INTL EQUITY INDEX F

New

Shares3.2K

Event2026-03-31

Filed2026-04-29

ESGU

ISHARES TR

-13.26%

Shares2.7K

Event2026-03-31

Filed2026-04-29

SNDK

SANDISK CORP

New

Shares540

Event2026-03-31

Filed2026-04-29

IWV

ISHARES TR

-11.55%

Shares873

Event2026-03-31

Filed2026-04-29

HBCP

HOMEBANCORP INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-29

MUB

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-29

VTI

VANGUARD INDEX FDS

-20.08%

Shares760

Event2026-03-31

Filed2026-04-29

FHN

FIRST HORIZON CORPORATION

-50.00%

Shares9.8K

Event2026-03-31

Filed2026-04-29

SPYM

SPDR SERIES TRUST

-3.29%

Shares2.6K

Event2026-03-31

Filed2026-04-29

IYW

ISHARES TR

-6.99%

Shares1.1K

Event2026-03-31

Filed2026-04-29

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available