Sponsored
The Analysis of Capital Group Private Client Services, Inc.'s Holdings & P&L
Currently, Capital Group Private Client Services, Inc. holds 240 types of securities in its portfolio with a total value $5.9B. In the most recent quarter, they have increased their positions in CGGR (+3.1M shares, valued at $125.9M), CGGO (+2.5M shares, valued at $84.2M), CGDV (+1.5M shares, valued at $63.0M); decreased their positions in N/A (-153.7K shares, valued at $47.6M), MSFT (-69.0K shares, valued at $25.6M), TSM (-63.5K shares, valued at $21.5M); initiated new positions in N/A (+241.8K shares, valued at $47.1M), CVE (+111.1K shares, valued at $2.9M), N/A (+71.4K shares, valued at $2.9M).
1M P&L
+206.8M+3.52%
3M P&L
+293.8M+5.08%
HY P&L
+682.2M+12.64%
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/A3.6B
69.1%
2Software - Infrastructure124.0M
2.4%
3Semiconductors123.0M
2.3%
Top Industries by Stock Count
1N/A101 stocks
38.5%
2Drug Manufacturers - General7 stocks
2.7%
3Banks - Regional7 stocks
2.7%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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CGGR
13.04%CAPITAL GROUP GROWTH ETF
Shares27.2M
Event2026-03-31
Filed2026-05-13
CGGO
11.95%CAPITAL GROUP GBL GROWTH EQT
Shares23.6M
Event2026-03-31
Filed2026-05-13
CGDV
14.59%CAPITAL GROUP DIVIDEND VALUE
Shares11.6M
Event2026-03-31
Filed2026-05-13
ALPHABET INC
-7.44%ALPHABET INC
Shares873.0K
Event2026-03-31
Filed2026-05-13
ALPHABET INC
-3.75%ALPHABET INC
Shares761.1K
Event2026-03-31
Filed2026-05-13
CGDG
14.61%CAPITAL GROUP DIVIDEND GROWE
Shares5.9M
Event2026-03-31
Filed2026-05-13
CGGE
27.81%CAPITAL GROUP GLOBAL EQUITY
Shares6.9M
Event2026-03-31
Filed2026-05-13
CGUS
8.48%CAPITAL GROUP CORE EQUITY ET
Shares5.1M
Event2026-03-31
Filed2026-05-13
CGCV
44.11%CAPITAL GROUP CONSERVATIVE E
Shares5.4M
Event2026-03-31
Filed2026-05-13
CGXU
10.35%CAPITAL GROUP INTL FOCUS EQT
Shares3.6M
Event2026-03-31
Filed2026-05-13
CGNG
20.50%CAPITAL GROUP NEW GEOGRAPHY
Shares3.2M
Event2026-03-31
Filed2026-05-13
BROADCOM INC
-32.98%BROADCOM INC
Shares312.4K
Event2026-03-31
Filed2026-05-13
VANGUARD INDEX FDS
2.26%VANGUARD INDEX FDS
Shares130.1K
Event2026-03-31
Filed2026-05-13
CGIC
33.75%CAPITAL GROUP INTERNATIONAL
Shares2.2M
Event2026-03-31
Filed2026-05-13
MSFT
-28.07%MICROSOFT CORP
Shares177.0K
Event2026-03-31
Filed2026-05-13
TSM
-25.68%TAIWAN SEMICONDUCTOR MANUFAC
Shares183.9K
Event2026-03-31
Filed2026-05-13
CGSD
1.80%CAPITAL GRP FIXED INCM ETF T
Shares2.4M
Event2026-03-31
Filed2026-05-13
AMZN
-11.25%AMAZON COM INC
Shares276.8K
Event2026-03-31
Filed2026-05-13
AAPL
-28.55%APPLE INC
Shares210.7K
Event2026-03-31
Filed2026-05-13
META
-16.01%META PLATFORMS INC
Shares87.3K
Event2026-03-31
Filed2026-05-13
ASTRAZENECA PLC
NewASTRAZENECA PLC
Shares241.8K
Event2026-03-31
Filed2026-05-13
CGMU
2.25%CAPITAL GRP FIXED INCM ETF T
Shares1.6M
Event2026-03-31
Filed2026-05-13
CGIE
19.38%CAPITAL GROUP INTERNATIONAL
Shares1.2M
Event2026-03-31
Filed2026-05-13
ISHARES GOLD TR
9.75%ISHARES GOLD TR
Shares458.3K
Event2026-03-31
Filed2026-05-13
GE AEROSPACE
-32.92%GE AEROSPACE
Shares138.3K
Event2026-03-31
Filed2026-05-13
TOTALENERGIES SE
-4.88%TOTALENERGIES SE
Shares409.4K
Event2026-03-31
Filed2026-05-13
GEV
-32.90%GE VERNOVA INC
Shares39.5K
Event2026-03-31
Filed2026-05-13
IVV
122.54%ISHARES TR
Shares52.2K
Event2026-03-31
Filed2026-05-13
JPM
-34.10%JPMORGAN CHASE & CO
Shares112.4K
Event2026-03-31
Filed2026-05-13
SPY
-9.12%STATE STR SPDR S&P 500 ETF T
Shares47.9K
Event2026-03-31
Filed2026-05-13
KLAC
-28.55%KLA CORP
Shares20.9K
Event2026-03-31
Filed2026-05-13
PM
-30.67%PHILIP MORRIS INTL INC
Shares166.2K
Event2026-03-31
Filed2026-05-13
NOC
-30.80%NORTHROP GRUMMAN CORP
Shares35.9K
Event2026-03-31
Filed2026-05-13
CEG
-27.58%CONSTELLATION ENERGY CORP
Shares87.3K
Event2026-03-31
Filed2026-05-13
NVDA
0.31%NVIDIA CORPORATION
Shares139.3K
Event2026-03-31
Filed2026-05-13
V
-40.55%VISA INC
Shares72.8K
Event2026-03-31
Filed2026-05-13
CGMM
52.83%CAPITAL GROUP EQUITY ETF TR
Shares738.7K
Event2026-03-31
Filed2026-05-13
CGSM
2.80%CAPITAL GRP FIXED INCM ETF T
Shares800.8K
Event2026-03-31
Filed2026-05-13
LINDE PLC
-27.50%LINDE PLC
Shares42.0K
Event2026-03-31
Filed2026-05-13
MMC
-33.65%MARSH & MCLENNAN COS INC
Shares118.3K
Event2026-03-31
Filed2026-05-13
WELL
-9.64%WELLTOWER INC
Shares96.0K
Event2026-03-31
Filed2026-05-13
AMGN
-28.00%AMGEN INC
Shares53.5K
Event2026-03-31
Filed2026-05-13
VTI
-6.29%VANGUARD INDEX FDS
Shares55.2K
Event2026-03-31
Filed2026-05-13
RTX
-18.60%RTX CORPORATION
Shares90.7K
Event2026-03-31
Filed2026-05-13
MU
-31.21%MICRON TECHNOLOGY INC
Shares48.1K
Event2026-03-31
Filed2026-05-13
VB
5.13%VANGUARD INDEX FDS
Shares60.3K
Event2026-03-31
Filed2026-05-13
RCL
-33.71%ROYAL CARIBBEAN GROUP
Shares57.1K
Event2026-03-31
Filed2026-05-13
SPTS
-1.11%SPDR SERIES TRUST
Shares534.2K
Event2026-03-31
Filed2026-05-13
ABT
-36.81%ABBOTT LABORATORIES
Shares146.5K
Event2026-03-31
Filed2026-05-13
ATO
-24.25%ATMOS ENERGY CORP
Shares80.7K
Event2026-03-31
Filed2026-05-13
DFAC
550.95%DIMENSIONAL ETF TRUST
Shares370.7K
Event2026-03-31
Filed2026-05-13
LLY
-29.12%ELI LILLY & CO
Shares15.6K
Event2026-03-31
Filed2026-05-13
VCSH
0.00%VANGUARD SCOTTSDALE FDS
Shares178.2K
Event2026-03-31
Filed2026-05-13
IJR
2.03%ISHARES TR
Shares109.4K
Event2026-03-31
Filed2026-05-13
MDLZ
-19.56%MONDELEZ INTL INC
Shares218.6K
Event2026-03-31
Filed2026-05-13
ABBV
-5.75%ABBVIE INC
Shares57.6K
Event2026-03-31
Filed2026-05-13
RYAAY
-16.45%RYANAIR HOLDINGS PLC
Shares212.3K
Event2026-03-31
Filed2026-05-13
SHOP
23.87%SHOPIFY INC
Shares103.0K
Event2026-03-31
Filed2026-05-13
CAPITAL GROUP EQUITY ETF TR
101.50%CAPITAL GROUP EQUITY ETF TR
Shares430.1K
Event2026-03-31
Filed2026-05-13
MA
-38.71%MASTERCARD INCORPORATED
Shares22.7K
Event2026-03-31
Filed2026-05-13
VT
38.73%VANGUARD INTL EQUITY INDEX F
Shares81.8K
Event2026-03-31
Filed2026-05-13
CGMS
0.03%CAPITAL GRP FIXED INCM ETF T
Shares414.3K
Event2026-03-31
Filed2026-05-13
TDG
-31.05%TRANSDIGM GROUP INC
Shares9.7K
Event2026-03-31
Filed2026-05-13
CNP
-11.37%CENTERPOINT ENERGY INC
Shares247.2K
Event2026-03-31
Filed2026-05-13
CGBL
43.19%CAPITAL GROUP CORE BALANCED
Shares297.8K
Event2026-03-31
Filed2026-05-13
IR
-34.22%INGERSOLL RAND INC
Shares124.7K
Event2026-03-31
Filed2026-05-13
IWM
3.32%ISHARES TR
Shares40.2K
Event2026-03-31
Filed2026-05-13
COP
-31.46%CONOCOPHILLIPS
Shares74.1K
Event2026-03-31
Filed2026-05-13
BARRICK MNG CORP
-22.41%BARRICK MNG CORP
Shares236.0K
Event2026-03-31
Filed2026-05-13
CGHM
53.60%CAPITAL GRP FIXED INCM ETF T
Shares377.3K
Event2026-03-31
Filed2026-05-13
NOW
-36.94%SERVICENOW INC
Shares88.4K
Event2026-03-31
Filed2026-05-13
CRM
-33.39%SALESFORCE INC
Shares48.3K
Event2026-03-31
Filed2026-05-13
UNH
-32.94%UNITEDHEALTH GROUP INC
Shares32.2K
Event2026-03-31
Filed2026-05-13
VRTX
-19.39%VERTEX PHARMACEUTICALS INC
Shares19.2K
Event2026-03-31
Filed2026-05-13
ONC
-31.42%BEONE MEDICINES LTD
Shares28.7K
Event2026-03-31
Filed2026-05-13
BIV
4.26%VANGUARD BD INDEX FDS
Shares106.8K
Event2026-03-31
Filed2026-05-13
AON PLC
-42.41%AON PLC
Shares24.5K
Event2026-03-31
Filed2026-05-13
CGGG
0.78%CAPITAL GROUP EQUITY ETF TR
Shares309.0K
Event2026-03-31
Filed2026-05-13
WCN
-26.46%WASTE CONNECTIONS INC
Shares47.6K
Event2026-03-31
Filed2026-05-13
TRP
-46.90%TC ENERGY CORP
Shares120.3K
Event2026-03-31
Filed2026-05-13
MDY
-0.01%STATE STR SPDR S&P MIDCAP 40
Shares11.7K
Event2026-03-31
Filed2026-05-13
SPGI
-19.77%S&P GLOBAL INC
Shares17.0K
Event2026-03-31
Filed2026-05-13
AVUS
0.20%AMERICAN CENTY ETF TR
Shares62.2K
Event2026-03-31
Filed2026-05-13
DB
-64.10%DEUTSCHE BK AG
Shares236.9K
Event2026-03-31
Filed2026-05-13
TSCO
-31.14%TRACTOR SUPPLY CO
Shares151.7K
Event2026-03-31
Filed2026-05-13
CGCB
639.16%CAPITAL GRP FIXED INCM ETF T
Shares258.0K
Event2026-03-31
Filed2026-05-13
SPTM
0.00%SPDR SERIES TRUST
Shares84.9K
Event2026-03-31
Filed2026-05-13
APH
28.10%AMPHENOL CORP
Shares52.1K
Event2026-03-31
Filed2026-05-13
XOM
-29.49%EXXON MOBIL CORP
Shares38.7K
Event2026-03-31
Filed2026-05-13
IWR
-0.28%ISHARES TR
Shares67.3K
Event2026-03-31
Filed2026-05-13
AJG
-33.41%GALLAGHER ARTHUR J & CO
Shares29.8K
Event2026-03-31
Filed2026-05-13
ATI
-30.01%ATI INC
Shares44.3K
Event2026-03-31
Filed2026-05-13
URI
-43.11%UNITED RENTALS INC
Shares8.7K
Event2026-03-31
Filed2026-05-13
DHR
-32.19%DANAHER CORP DEL
Shares33.0K
Event2026-03-31
Filed2026-05-13
ETR
-14.49%ENTERGY CORP NEW
Shares55.1K
Event2026-03-31
Filed2026-05-13
MELI
-66.93%MERCADOLIBRE INC
Shares3.5K
Event2026-03-31
Filed2026-05-13
PNC
-21.63%PNC FINL SVCS GROUP INC
Shares28.0K
Event2026-03-31
Filed2026-05-13
AME
-37.05%AMETEK INC
Shares27.1K
Event2026-03-31
Filed2026-05-13
GLD
50.56%SPDR GOLD TR
Shares13.3K
Event2026-03-31
Filed2026-05-13
TJX
-41.63%TJX COS INC NEW
Shares35.6K
Event2026-03-31
Filed2026-05-13
AMERICA MOVIL SAB DE CV
-44.74%AMERICA MOVIL SAB DE CV
Shares210.2K
Event2026-03-31
Filed2026-05-13
HLT
-51.22%HILTON WORLDWIDE HLDGS INC
Shares17.5K
Event2026-03-31
Filed2026-05-13
IEMG
0.17%ISHARES INC
Shares73.7K
Event2026-03-31
Filed2026-05-13
HEI
-41.91%HEICO CORP NEW
Shares18.1K
Event2026-03-31
Filed2026-05-13
CAT
2.40%CATERPILLAR INC
Shares6.7K
Event2026-03-31
Filed2026-05-13
SRE
-58.85%SEMPRA
Shares48.3K
Event2026-03-31
Filed2026-05-13
MS
-19.35%MORGAN STANLEY
Shares28.1K
Event2026-03-31
Filed2026-05-13
PHYS
-0.20%SPROTT ASSET MANAGEMENT LP
Shares130.1K
Event2026-03-31
Filed2026-05-13
INVESCO QQQ TR
0.25%INVESCO QQQ TR
Shares8.0K
Event2026-03-31
Filed2026-05-13
CMG
-37.24%CHIPOTLE MEXICAN GRILL INC
Shares143.5K
Event2026-03-31
Filed2026-05-13
TMUS
-40.29%T-MOBILE US INC
Shares21.7K
Event2026-03-31
Filed2026-05-13
IWP
-18.11%ISHARES TR
Shares35.6K
Event2026-03-31
Filed2026-05-13
MAR
-48.31%MARRIOTT INTL INC NEW
Shares13.9K
Event2026-03-31
Filed2026-05-13
BURL
17.43%BURLINGTON STORES INC
Shares13.6K
Event2026-03-31
Filed2026-05-13
NFLX
-49.64%NETFLIX INC.
Shares45.5K
Event2026-03-31
Filed2026-05-13
HEI.A
-33.45%HEICO CORP NEW
Shares20.2K
Event2026-03-31
Filed2026-05-13
PGR
-47.67%PROGRESSIVE CORP
Shares20.9K
Event2026-03-31
Filed2026-05-13
VWO
8.31%VANGUARD INTL EQUITY INDEX F
Shares76.0K
Event2026-03-31
Filed2026-05-13
IJH
3.16%ISHARES TR
Shares60.0K
Event2026-03-31
Filed2026-05-13
KKR & CO INC
-21.48%KKR & CO INC
Shares43.5K
Event2026-03-31
Filed2026-05-13
IWB
-1.52%ISHARES TR
Shares11.2K
Event2026-03-31
Filed2026-05-13
ARMK
-26.32%ARAMARK
Shares98.2K
Event2026-03-31
Filed2026-05-13
LII
25.97%LENNOX INTL INC
Shares8.3K
Event2026-03-31
Filed2026-05-13
ITT INC
-44.53%ITT INC
Shares20.2K
Event2026-03-31
Filed2026-05-13
YUM
-40.56%YUM BRANDS INC
Shares24.1K
Event2026-03-31
Filed2026-05-13
CHD
-17.98%CHURCH & DWIGHT CO INC
Shares40.0K
Event2026-03-31
Filed2026-05-13
CGUI
-1.44%CAPITAL GRP FIXED INCM ETF T
Shares140.1K
Event2026-03-31
Filed2026-05-13
VEA
5.74%VANGUARD TAX-MANAGED FDS
Shares54.5K
Event2026-03-31
Filed2026-05-13
COST
-44.73%COSTCO WHOLESALE CORPORATION
Shares3.4K
Event2026-03-31
Filed2026-05-13
CGCP
0.04%CAPITAL GRP FIXED INCM ETF T
Shares151.9K
Event2026-03-31
Filed2026-05-13
RBLX
-16.84%ROBLOX CORP
Shares59.2K
Event2026-03-31
Filed2026-05-13
SBUX
-15.82%STARBUCKS CORP
Shares35.5K
Event2026-03-31
Filed2026-05-13
EQT CORP
-39.91%EQT CORP
Shares48.9K
Event2026-03-31
Filed2026-05-13
BIL
1.06%SPDR SERIES TRUST
Shares33.6K
Event2026-03-31
Filed2026-05-13
VGIT
0.59%VANGUARD SCOTTSDALE FDS
Shares50.7K
Event2026-03-31
Filed2026-05-13
CVE
NewCENOVUS ENERGY INC
Shares111.1K
Event2026-03-31
Filed2026-05-13
EFA
-28.56%ISHARES TR
Shares30.3K
Event2026-03-31
Filed2026-05-13
TFC
-61.06%TRUIST FINL CORP
Shares63.0K
Event2026-03-31
Filed2026-05-13
OKE
2.27%ONEOK INC NEW
Shares32.0K
Event2026-03-31
Filed2026-05-13
ACGL
-43.85%ARCH CAP GROUP LTD
Shares30.1K
Event2026-03-31
Filed2026-05-13
QIAGEN NV
NewQIAGEN NV
Shares71.4K
Event2026-03-31
Filed2026-05-13
WPM
NewWHEATON PRECIOUS METALS CORP
Shares21.7K
Event2026-03-31
Filed2026-05-13
PAYX
-31.37%PAYCHEX INC
Shares30.4K
Event2026-03-31
Filed2026-05-13
KO
71.12%COCA COLA CO
Shares34.2K
Event2026-03-31
Filed2026-05-13
FNDX
NewSCHWAB STRATEGIC TR
Shares89.5K
Event2026-03-31
Filed2026-05-13
VNQ
22.57%VANGUARD INDEX FDS
Shares28.0K
Event2026-03-31
Filed2026-05-13
JKHY
-23.61%HENRY JACK & ASSOC INC
Shares15.2K
Event2026-03-31
Filed2026-05-13
ACWI
19.33%ISHARES TR
Shares17.2K
Event2026-03-31
Filed2026-05-13
IWF
18.12%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-13
COF
-15.97%CAPITAL ONE FINL CORP
Shares12.6K
Event2026-03-31
Filed2026-05-13
KDP
-43.11%KEURIG DR PEPPER INC
Shares85.3K
Event2026-03-31
Filed2026-05-13
HD
-19.76%HOME DEPOT INC
Shares6.8K
Event2026-03-31
Filed2026-05-13
SPOT
-15.75%SPOTIFY TECHNOLOGY S A
Shares4.6K
Event2026-03-31
Filed2026-05-13
DFAX
584.06%DIMENSIONAL ETF TRUST
Shares64.6K
Event2026-03-31
Filed2026-05-13
EEM
-5.78%ISHARES TR
Shares36.5K
Event2026-03-31
Filed2026-05-13
TE CONNECTIVITY PLC
-34.39%TE CONNECTIVITY PLC
Shares9.9K
Event2026-03-31
Filed2026-05-13
TLT
0.72%ISHARES TR
Shares23.4K
Event2026-03-31
Filed2026-05-13
SOBO
-44.16%SOUTH BOW CORP
Shares59.4K
Event2026-03-31
Filed2026-05-13
MSCI
-28.61%MSCI INC
Shares3.6K
Event2026-03-31
Filed2026-05-13
CB
-57.73%CHUBB LTD SWITZ
Shares5.7K
Event2026-03-31
Filed2026-05-13
RACE
-74.40%FERRARI N V
Shares5.6K
Event2026-03-31
Filed2026-05-13
ASML
-60.41%ASML HLDG NV
Shares1.4K
Event2026-03-31
Filed2026-05-13
VTV
134.73%VANGUARD INDEX FDS
Shares9.2K
Event2026-03-31
Filed2026-05-13
AMAT
-34.97%APPLIED MATLS INC
Shares5.2K
Event2026-03-31
Filed2026-05-13
CARR
-62.27%CARRIER GLOBAL CORPORATION
Shares30.8K
Event2026-03-31
Filed2026-05-13
VYM
0.28%VANGUARD WHITEHALL FDS
Shares11.3K
Event2026-03-31
Filed2026-05-13
VUG
8.72%VANGUARD INDEX FDS
Shares3.7K
Event2026-03-31
Filed2026-05-13
PSA
20.11%PUBLIC STORAGE OPER CO
Shares5.9K
Event2026-03-31
Filed2026-05-13
HUM
15.30%HUMANA INC
Shares9.1K
Event2026-03-31
Filed2026-05-13
JPLD
13.51%J P MORGAN EXCHANGE TRADED F
Shares30.2K
Event2026-03-31
Filed2026-05-13
MGK
1.11%VANGUARD WORLD FD
Shares4.2K
Event2026-03-31
Filed2026-05-13
BLV
0.00%VANGUARD BD INDEX FDS
Shares21.3K
Event2026-03-31
Filed2026-05-13
DISV
6.84%DIMENSIONAL ETF TRUST
Shares34.1K
Event2026-03-31
Filed2026-05-13
GSG
91.15%ISHARES S&P GSCI COMMODITY-
Shares41.7K
Event2026-03-31
Filed2026-05-13
DGRW
0.00%WISDOMTREE TR
Shares15.1K
Event2026-03-31
Filed2026-05-13
CNI
-83.46%CANADIAN NATL RY CO
Shares12.9K
Event2026-03-31
Filed2026-05-13
CVS
438.47%CVS HEALTH CORP
Shares18.4K
Event2026-03-31
Filed2026-05-13
IWO
-4.84%ISHARES TR
Shares4.2K
Event2026-03-31
Filed2026-05-13
DFAT
26.94%DIMENSIONAL ETF TRUST
Shares20.5K
Event2026-03-31
Filed2026-05-13
NCLH
-44.57%NORWEGIAN CRUISE LINE HLDGS
Shares68.4K
Event2026-03-31
Filed2026-05-13
SCHF
-3.39%SCHWAB STRATEGIC TR
Shares47.4K
Event2026-03-31
Filed2026-05-13
VTEB
42.53%VANGUARD MUN BD FDS
Shares23.4K
Event2026-03-31
Filed2026-05-13
MTD
-41.65%METTLER TOLEDO INTERNATIONAL
Shares922
Event2026-03-31
Filed2026-05-13
IEFA
26.28%ISHARES TR
Shares12.4K
Event2026-03-31
Filed2026-05-13
APD
-25.07%AIR PRODUCTS AND CHEMICALS I
Shares3.8K
Event2026-03-31
Filed2026-05-13
SHW
-77.50%SHERWIN WILLIAMS CO
Shares3.4K
Event2026-03-31
Filed2026-05-13
IWD
20.74%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-13
DVY
-4.30%ISHARES TR
Shares6.2K
Event2026-03-31
Filed2026-05-13
OLED
0.00%UNIVERSAL DISPLAY CORP
Shares10.0K
Event2026-03-31
Filed2026-05-13
DFIC
56.36%DIMENSIONAL ETF TRUST
Shares25.6K
Event2026-03-31
Filed2026-05-13
VXUS
-22.74%VANGUARD STAR FDS
Shares11.5K
Event2026-03-31
Filed2026-05-13
BSV
-18.62%VANGUARD BD INDEX FDS
Shares10.8K
Event2026-03-31
Filed2026-05-13
SDY
0.49%SPDR SERIES TRUST
Shares5.7K
Event2026-03-31
Filed2026-05-13
IVW
-4.30%ISHARES TR
Shares7.2K
Event2026-03-31
Filed2026-05-13
STZ
-51.83%CONSTELLATION BRANDS INC
Shares5.4K
Event2026-03-31
Filed2026-05-13
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares1
Event2026-03-31
Filed2026-05-13
IWS
-0.04%ISHARES TR
Shares4.8K
Event2026-03-31
Filed2026-05-13
CWI
0.00%SPDR INDEX SHS FDS
Shares18.8K
Event2026-03-31
Filed2026-05-13
SPYG
-0.75%SPDR SERIES TRUST
Shares6.9K
Event2026-03-31
Filed2026-05-13
SW
18.02%SMURFIT WESTROCK PLC
Shares16.7K
Event2026-03-31
Filed2026-05-13
IWN
-1.15%ISHARES TR
Shares3.3K
Event2026-03-31
Filed2026-05-13
VIG
-0.14%VANGUARD SPECIALIZED FUNDS
Shares2.9K
Event2026-03-31
Filed2026-05-13
VO
0.00%VANGUARD INDEX FDS
Shares2.1K
Event2026-03-31
Filed2026-05-13
TOST
-81.75%TOAST INC
Shares23.1K
Event2026-03-31
Filed2026-05-13
INTC
-51.26%INTEL CORP
Shares13.8K
Event2026-03-31
Filed2026-05-13
BUD
-54.15%ANHEUSER BUSCH INBEV SA NV
Shares8.8K
Event2026-03-31
Filed2026-05-13
BLACKSTONE INC
-52.83%BLACKSTONE INC
Shares5.1K
Event2026-03-31
Filed2026-05-13
IP
-69.99%INTERNATIONAL PAPER CO
Shares15.6K
Event2026-03-31
Filed2026-05-13
SCZ
0.97%ISHARES TR
Shares7.1K
Event2026-03-31
Filed2026-05-13
QUAL
0.00%ISHARES TR
Shares2.9K
Event2026-03-31
Filed2026-05-13
VV
0.00%VANGUARD INDEX FDS
Shares1.8K
Event2026-03-31
Filed2026-05-13
SAP
-8.19%SAP SE
Shares3.2K
Event2026-03-31
Filed2026-05-13
BABA
0.00%ALIBABA GROUP HLDG LTD
Shares4.3K
Event2026-03-31
Filed2026-05-13
XLK
33.23%SELECT SECTOR SPDR TR
Shares3.5K
Event2026-03-31
Filed2026-05-13
AVEM
NewAMERICAN CENTY ETF TR
Shares5.5K
Event2026-03-31
Filed2026-05-13
NVO
-48.55%NOVO-NORDISK A S
Shares12.0K
Event2026-03-31
Filed2026-05-13
EPS
0.20%WISDOMTREE TR
Shares6.4K
Event2026-03-31
Filed2026-05-13
APP
NewAPPLOVIN CORP
Shares1.0K
Event2026-03-31
Filed2026-05-13
CDNS
NewCADENCE DESIGN SYSTEM INC
Shares1.5K
Event2026-03-31
Filed2026-05-13
BND
-2.99%VANGUARD BD INDEX FDS
Shares5.6K
Event2026-03-31
Filed2026-05-13
SPEM
2.11%SPDR INDEX SHS FDS
Shares8.3K
Event2026-03-31
Filed2026-05-13
SCHB
0.25%SCHWAB STRATEGIC TR
Shares14.5K
Event2026-03-31
Filed2026-05-13
CR
NewCRANE COMPANY
Shares2.1K
Event2026-03-31
Filed2026-05-13
FCX
3.49%FREEPORT MCMORAN INC
Shares5.9K
Event2026-03-31
Filed2026-05-13
MINT
6.24%PIMCO ETF TR
Shares3.3K
Event2026-03-31
Filed2026-05-13
BNDX
57.10%VANGUARD CHARLOTTE FDS
Shares6.6K
Event2026-03-31
Filed2026-05-13
ACIO
NewETF SER SOLUTIONS
Shares6.7K
Event2026-03-31
Filed2026-05-13
AVDV
NewAMERICAN CENTY ETF TR
Shares2.7K
Event2026-03-31
Filed2026-05-13
SONY
-4.92%SONY GROUP CORP
Shares12.8K
Event2026-03-31
Filed2026-05-13
CME
-81.70%CME GROUP INC
Shares895
Event2026-03-31
Filed2026-05-13
VXF
18.43%VANGUARD INDEX FDS
Shares1.3K
Event2026-03-31
Filed2026-05-13
SPYC
NewSIMPLIFY EXCHANGE TRADED FUN
Shares6.5K
Event2026-03-31
Filed2026-05-13
VLUE
-2.55%ISHARES TR
Shares1.8K
Event2026-03-31
Filed2026-05-13
VBR
3.61%VANGUARD INDEX FDS
Shares1.1K
Event2026-03-31
Filed2026-05-13
JNJ
-65.85%JOHNSON & JOHNSON
Shares1.0K
Event2026-03-31
Filed2026-05-13
IXUS
-5.69%ISHARES TR
Shares2.7K
Event2026-03-31
Filed2026-05-13
ITOT
0.20%ISHARES TR
Shares1.5K
Event2026-03-31
Filed2026-05-13
DFSV
NewDIMENSIONAL ETF TRUST
Shares5.9K
Event2026-03-31
Filed2026-05-13
SPYD
NewSPDR SERIES TRUST
Shares4.5K
Event2026-03-31
Filed2026-05-13
SPYV
0.00%SPDR SERIES TRUST
Shares3.6K
Event2026-03-31
Filed2026-05-13
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available