Sponsored
The Analysis of CFO4Life Group, LLC's Holdings & P&L
Currently, CFO4Life Group, LLC holds 210 types of securities in its portfolio with a total value $656.0M. In the most recent quarter, they have increased their positions in N/A (+1.1K shares, valued at $669.9K), VGSH (+10.6K shares, valued at $620.9K), GOVT (+23.5K shares, valued at $537.9K); decreased their positions in VUSB (-51.7K shares, valued at $2.6M), MSFT (-3.7K shares, valued at $1.4M), AAPL (-5.3K shares, valued at $1.4M); initiated new positions in GOVT (+23.5K shares, valued at $537.9K), PAGP (+9.3K shares, valued at $226.7K), MSDL (+14.8K shares, valued at $206.8K).
1M P&L
+16.0M+2.60%
3M P&L
+21.3M+3.51%
HY P&L
+55.3M+9.65%
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/A326.8M
56.9%
2Consumer Electronics33.9M
5.9%
3Integrated Freight & Logistics31.4M
5.5%
Top Industries by Stock Count
1N/A87 stocks
39.9%
2Asset Management8 stocks
3.7%
3Drug Manufacturers - General7 stocks
3.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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VANGUARD INDEX FDS
0.78%VANGUARD INDEX FDS
Shares144.5K
Event2026-03-31
Filed2026-05-11
DYNF
0.30%BLACKROCK ETF TRUST
Shares729.0K
Event2026-03-31
Filed2026-05-11
IEFA
-1.63%ISHARES TR
Shares379.2K
Event2026-03-31
Filed2026-05-11
QUAL
-0.54%ISHARES TR
Shares175.3K
Event2026-03-31
Filed2026-05-11
UPS
-0.24%UNITED PARCEL SVCS INC
Shares311.0K
Event2026-03-31
Filed2026-05-11
AAPL
-4.29%APPLE INC
Shares119.5K
Event2026-03-31
Filed2026-05-11
JMUB
0.76%J P MORGAN EXCHANGE TRADED F
Shares325.7K
Event2026-03-31
Filed2026-05-11
MSFT
-8.07%MICROSOFT CORP
Shares41.9K
Event2026-03-31
Filed2026-05-11
MTUM
-0.59%ISHARES TR
Shares60.9K
Event2026-03-31
Filed2026-05-11
VFLO
-1.06%VICTORY PORTFOLIOS II
Shares352.7K
Event2026-03-31
Filed2026-05-11
VCRB
1.57%VANGUARD MALVERN FDS
Shares165.9K
Event2026-03-31
Filed2026-05-11
AMZN
-3.67%AMAZON COM INC
Shares58.9K
Event2026-03-31
Filed2026-05-11
VUSB
-17.45%VANGUARD BD INDEX FDS
Shares244.4K
Event2026-03-31
Filed2026-05-11
MMIT
4.62%NEW YORK LIFE INVTS ACTIVE E
Shares498.9K
Event2026-03-31
Filed2026-05-11
DAR
-8.34%DARLING INGREDIENTS INC
Shares193.5K
Event2026-03-31
Filed2026-05-11
IJR
-5.40%ISHARES TR
Shares88.2K
Event2026-03-31
Filed2026-05-11
VLUE
-2.24%ISHARES TR
Shares63.3K
Event2026-03-31
Filed2026-05-11
V
-2.23%VISA INC
Shares28.1K
Event2026-03-31
Filed2026-05-11
VTI
-0.33%VANGUARD INDEX FDS
Shares26.4K
Event2026-03-31
Filed2026-05-11
JEPI
0.08%J P MORGAN EXCHANGE TRADED F
Shares143.6K
Event2026-03-31
Filed2026-05-11
HD
-2.28%HOME DEPOT INC
Shares24.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-9.70%ALPHABET INC
Shares26.7K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
-9.59%ALPHABET INC
Shares26.2K
Event2026-03-31
Filed2026-05-11
WMT
-3.52%WALMART INC
Shares57.1K
Event2026-03-31
Filed2026-05-11
GSLC
-2.03%GOLDMAN SACHS ETF TR
Shares55.7K
Event2026-03-31
Filed2026-05-11
IXUS
-0.58%ISHARES TR
Shares79.9K
Event2026-03-31
Filed2026-05-11
NVDA
-13.37%NVIDIA CORPORATION
Shares39.5K
Event2026-03-31
Filed2026-05-11
MA
-4.50%MASTERCARD INCORPORATED
Shares12.6K
Event2026-03-31
Filed2026-05-11
WM
-1.23%WASTE MGMT INC DEL
Shares26.1K
Event2026-03-31
Filed2026-05-11
GSIE
-1.67%GOLDMAN SACHS ETF TR
Shares134.7K
Event2026-03-31
Filed2026-05-11
IEI
-3.96%ISHARES TR
Shares48.7K
Event2026-03-31
Filed2026-05-11
FBND
2.61%FIDELITY MERRIMACK STR TR
Shares115.9K
Event2026-03-31
Filed2026-05-11
META
-5.25%META PLATFORMS INC
Shares7.9K
Event2026-03-31
Filed2026-05-11
JMST
-5.76%J P MORGAN EXCHANGE TRADED F
Shares88.1K
Event2026-03-31
Filed2026-05-11
XOM
-2.70%EXXON MOBIL CORP
Shares26.1K
Event2026-03-31
Filed2026-05-11
VPLS
3.60%VANGUARD MALVERN FDS
Shares55.1K
Event2026-03-31
Filed2026-05-11
HTRB
3.78%HARTFORD FDS EXCHANGE TRADED
Shares124.4K
Event2026-03-31
Filed2026-05-11
CSX
-0.03%CSX CORP
Shares94.0K
Event2026-03-31
Filed2026-05-11
VWO
-0.76%VANGUARD INTL EQUITY INDEX F
Shares69.9K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
-11.52%BROADCOM INC
Shares11.7K
Event2026-03-31
Filed2026-05-11
FIXD
-2.44%FIRST TR EXCHNG TRADED FD VI
Shares73.7K
Event2026-03-31
Filed2026-05-11
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL
Shares4
Event2026-03-31
Filed2026-05-11
VGSH
29.67%VANGUARD SCOTTSDALE FDS
Shares46.3K
Event2026-03-31
Filed2026-05-11
BLACKROCK INC
-1.52%BLACKROCK INC
Shares2.7K
Event2026-03-31
Filed2026-05-11
JNJ
-2.96%JOHNSON & JOHNSON
Shares10.4K
Event2026-03-31
Filed2026-05-11
SPY
-0.24%STATE STR SPDR S&P 500 ETF T
Shares3.8K
Event2026-03-31
Filed2026-05-11
APP
-4.51%APPLOVIN CORP
Shares6.0K
Event2026-03-31
Filed2026-05-11
TSLA
-9.49%TESLA INC
Shares6.4K
Event2026-03-31
Filed2026-05-11
PG
-4.67%PROCTER & GAMBLE CO
Shares16.3K
Event2026-03-31
Filed2026-05-11
JPM
-23.03%JPMORGAN CHASE & CO
Shares7.5K
Event2026-03-31
Filed2026-05-11
CSCO
-6.55%CISCO SYS INC
Shares26.5K
Event2026-03-31
Filed2026-05-11
JPST
2.27%J P MORGAN EXCHANGE TRADED F
Shares40.4K
Event2026-03-31
Filed2026-05-11
PB
-1.23%PROSPERITY BANCSHARES INC
Shares28.8K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY INC DEL
-18.11%BERKSHIRE HATHAWAY INC DEL
Shares3.9K
Event2026-03-31
Filed2026-05-11
DIVO
16.10%AMPLIFY ETF TR
Shares41.2K
Event2026-03-31
Filed2026-05-11
PEP
-17.93%PEPSICO INC
Shares11.2K
Event2026-03-31
Filed2026-05-11
LII
-31.03%LENNOX INTL INC
Shares3.6K
Event2026-03-31
Filed2026-05-11
IUSV
0.39%ISHARES TR
Shares15.6K
Event2026-03-31
Filed2026-05-11
VEA
-4.85%VANGUARD TAX-MANAGED FDS
Shares24.1K
Event2026-03-31
Filed2026-05-11
COP
-0.76%CONOCOPHILLIPS
Shares11.4K
Event2026-03-31
Filed2026-05-11
TMUS
-4.68%T-MOBILE US INC
Shares7.0K
Event2026-03-31
Filed2026-05-11
LLY
-17.49%ELI LILLY & CO
Shares1.5K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ TR
-21.63%INVESCO QQQ TR
Shares2.3K
Event2026-03-31
Filed2026-05-11
BXSL
-18.65%BLACKSTONE SECD LENDING FD
Shares55.0K
Event2026-03-31
Filed2026-05-11
KLAC
-15.45%KLA CORP
Shares810
Event2026-03-31
Filed2026-05-11
COST
-20.72%COSTCO WHOLESALE CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-11
VTEB
0.03%VANGUARD MUN BD FDS
Shares22.6K
Event2026-03-31
Filed2026-05-11
USMV
0.07%ISHARES TR
Shares11.8K
Event2026-03-31
Filed2026-05-11
EME
-2.52%EMCOR GROUP INC
Shares1.5K
Event2026-03-31
Filed2026-05-11
KO
-7.61%COCA COLA CO
Shares14.3K
Event2026-03-31
Filed2026-05-11
TXN
-35.14%TEXAS INSTRS INC
Shares5.4K
Event2026-03-31
Filed2026-05-11
PLTR
-7.94%PALANTIR TECHNOLOGIES INC
Shares6.4K
Event2026-03-31
Filed2026-05-11
AXP
-0.83%AMERICAN EXPRESS CO
Shares3.1K
Event2026-03-31
Filed2026-05-11
BOND
-0.09%PIMCO ETF TR
Shares10.0K
Event2026-03-31
Filed2026-05-11
TFLO
3.54%ISHARES TR
Shares18.2K
Event2026-03-31
Filed2026-05-11
BKNG
-2.31%BOOKING HOLDINGS INC
Shares211
Event2026-03-31
Filed2026-05-11
CVX
-6.85%CHEVRON CORPORATION
Shares4.3K
Event2026-03-31
Filed2026-05-11
APH
-0.42%AMPHENOL CORP
Shares6.7K
Event2026-03-31
Filed2026-05-11
NTRS
-2.73%NORTHERN TR CORP
Shares5.8K
Event2026-03-31
Filed2026-05-11
MMIN
0.76%NEW YORK LIFE INVTS ACTIVE E
Shares33.7K
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
-4.75%CITIGROUP INC
Shares7.0K
Event2026-03-31
Filed2026-05-11
HIG
-0.80%HARTFORD INSURANCE GROUP INC
Shares5.8K
Event2026-03-31
Filed2026-05-11
MU
3.95%MICRON TECHNOLOGY INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
NVS
-12.24%NOVARTIS AG
Shares5.0K
Event2026-03-31
Filed2026-05-11
VT
63.42%VANGUARD INTL EQUITY INDEX F
Shares5.5K
Event2026-03-31
Filed2026-05-11
BE
-15.30%BLOOM ENERGY CORP
Shares5.5K
Event2026-03-31
Filed2026-05-11
CII
6.66%BLACKROCK ENHANCED LARGE CAP
Shares35.3K
Event2026-03-31
Filed2026-05-11
INTC
-1.11%INTEL CORP
Shares16.7K
Event2026-03-31
Filed2026-05-11
IVV
11.38%ISHARES TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
PGR
-0.33%PROGRESSIVE CORP
Shares3.6K
Event2026-03-31
Filed2026-05-11
PFE
-5.23%PFIZER INC
Shares25.6K
Event2026-03-31
Filed2026-05-11
VUG
1.33%VANGUARD INDEX FDS
Shares1.6K
Event2026-03-31
Filed2026-05-11
LMT
-3.10%LOCKHEED MARTIN CORP
Shares1.2K
Event2026-03-31
Filed2026-05-11
PM
-1.64%PHILIP MORRIS INTL INC
Shares4.1K
Event2026-03-31
Filed2026-05-11
UNP
-25.67%UNION PAC CORP
Shares2.8K
Event2026-03-31
Filed2026-05-11
BALT
-37.97%INNOVATOR ETFS TRUST
Shares20.1K
Event2026-03-31
Filed2026-05-11
ETB
-3.65%EATON VANCE TAX MNGED BUY WR
Shares46.2K
Event2026-03-31
Filed2026-05-11
EPD
-37.03%ENTERPRISE PRODS PARTNERS L
Shares17.3K
Event2026-03-31
Filed2026-05-11
ITOT
0.00%ISHARES TR
Shares4.6K
Event2026-03-31
Filed2026-05-11
BIZD
57.01%VANECK ETF TRUST
Shares51.1K
Event2026-03-31
Filed2026-05-11
MO
-1.11%ALTRIA GROUP INC
Shares9.8K
Event2026-03-31
Filed2026-05-11
BAC
-12.38%BANK AMERICA CORP
Shares13.2K
Event2026-03-31
Filed2026-05-11
WFC
12.13%WELLS FARGO & CO
Shares8.1K
Event2026-03-31
Filed2026-05-11
DIS
-8.64%DISNEY WALT CO
Shares6.7K
Event2026-03-31
Filed2026-05-11
T
-22.53%AT&T INC
Shares21.7K
Event2026-03-31
Filed2026-05-11
MLN
0.00%VANECK ETF TRUST
Shares35.8K
Event2026-03-31
Filed2026-05-11
UBER
-6.29%UBER TECHNOLOGIES INC
Shares8.6K
Event2026-03-31
Filed2026-05-11
TSM
-1.66%TAIWAN SEMICONDUCTOR MANUFAC
Shares1.8K
Event2026-03-31
Filed2026-05-11
IUSB
-1.24%ISHARES TR
Shares13.4K
Event2026-03-31
Filed2026-05-11
VXUS
63.11%VANGUARD STAR FDS
Shares7.8K
Event2026-03-31
Filed2026-05-11
MUB
-5.50%ISHARES TR
Shares5.6K
Event2026-03-31
Filed2026-05-11
FBTC
25.58%FIDELITY WISE ORIGIN BITCOIN
Shares9.8K
Event2026-03-31
Filed2026-05-11
IWF
0.07%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-05-11
LAM RESEARCH CORP
-28.62%LAM RESEARCH CORP
Shares2.7K
Event2026-03-31
Filed2026-05-11
THE CIGNA GROUP
-2.31%THE CIGNA GROUP
Shares2.1K
Event2026-03-31
Filed2026-05-11
ENB
-24.16%ENBRIDGE INC
Shares10.1K
Event2026-03-31
Filed2026-05-11
FDX
-8.75%FEDEX CORP
Shares1.5K
Event2026-03-31
Filed2026-05-11
GOVT
NewISHARES TR
Shares23.5K
Event2026-03-31
Filed2026-05-11
UNH
-23.65%UNITEDHEALTH GROUP INC
Shares1.9K
Event2026-03-31
Filed2026-05-11
RMD
-8.83%RESMED INC
Shares2.3K
Event2026-03-31
Filed2026-05-11
SOUTHSTATE BK CORP
0.05%SOUTHSTATE BK CORP
Shares5.5K
Event2026-03-31
Filed2026-05-11
INVESCO EXCH TRADED FD TR II
0.12%INVESCO EXCH TRADED FD TR II
Shares6.9K
Event2026-03-31
Filed2026-05-11
CORZ
13.76%CORE SCIENTIFIC INC NEW
Shares33.1K
Event2026-03-31
Filed2026-05-11
VZ
-14.44%VERIZON COMMUNICATIONS INC
Shares9.7K
Event2026-03-31
Filed2026-05-11
KMI
-5.91%KINDER MORGAN INC DEL
Shares14.3K
Event2026-03-31
Filed2026-05-11
GLD
0.00%SPDR GOLD TR
Shares1.1K
Event2026-03-31
Filed2026-05-11
MCD
-7.96%MCDONALDS CORP
Shares1.5K
Event2026-03-31
Filed2026-05-11
ABBV
-35.72%ABBVIE INC
Shares2.1K
Event2026-03-31
Filed2026-05-11
AMGN
-32.51%AMGEN INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
MOAT
0.00%VANECK ETF TRUST
Shares4.7K
Event2026-03-31
Filed2026-05-11
CARR
0.09%CARRIER GLOBAL CORPORATION
Shares8.0K
Event2026-03-31
Filed2026-05-11
AMD
-3.75%ADVANCED MICRO DEVICES INC
Shares2.2K
Event2026-03-31
Filed2026-05-11
EQT CORP
-7.74%EQT CORP
Shares6.9K
Event2026-03-31
Filed2026-05-11
GILD
-15.69%GILEAD SCIENCES INC
Shares3.2K
Event2026-03-31
Filed2026-05-11
DELL
9.12%DELL TECHNOLOGIES INC
Shares2.7K
Event2026-03-31
Filed2026-05-11
PSX
-0.08%PHILLIPS 66
Shares2.4K
Event2026-03-31
Filed2026-05-11
BCSF
3.42%BAIN CAP SPECIALTY FIN INC
Shares33.9K
Event2026-03-31
Filed2026-05-11
IEMG
-0.17%ISHARES INC
Shares6.0K
Event2026-03-31
Filed2026-05-11
VLO
-0.06%VALERO ENERGY CORP
Shares1.7K
Event2026-03-31
Filed2026-05-11
CENCORA INC
-0.15%CENCORA INC
Shares1.3K
Event2026-03-31
Filed2026-05-11
SPHQ
-13.44%INVESCO EXCHANGE TRADED FD T
Shares5.3K
Event2026-03-31
Filed2026-05-11
GENERAL DYNAMICS CORP
-12.58%GENERAL DYNAMICS CORP
Shares1.1K
Event2026-03-31
Filed2026-05-11
VEEV
-1.40%VEEVA SYS INC
Shares2.2K
Event2026-03-31
Filed2026-05-11
AOM
0.00%ISHARES TR
Shares7.9K
Event2026-03-31
Filed2026-05-11
LOW
-5.13%LOWES COS INC
Shares1.6K
Event2026-03-31
Filed2026-05-11
SLV
0.00%ISHARES SILVER TR
Shares5.4K
Event2026-03-31
Filed2026-05-11
ORCL
-13.51%ORACLE CORP
Shares2.5K
Event2026-03-31
Filed2026-05-11
INVESCO EXCHANGE TRADED FD T
0.43%INVESCO EXCHANGE TRADED FD T
Shares1.9K
Event2026-03-31
Filed2026-05-11
VIG
2.13%VANGUARD SPECIALIZED FUNDS
Shares1.7K
Event2026-03-31
Filed2026-05-11
SCHX
-0.29%SCHWAB STRATEGIC TR
Shares13.9K
Event2026-03-31
Filed2026-05-11
GS
-25.18%GOLDMAN SACHS GROUP INC
Shares413
Event2026-03-31
Filed2026-05-11
CAT
-22.84%CATERPILLAR INC
Shares483
Event2026-03-31
Filed2026-05-11
IBM
-10.56%INTERNATIONAL BUSINESS MACHS
Shares1.4K
Event2026-03-31
Filed2026-05-11
GEV
6.63%GE VERNOVA INC
Shares386
Event2026-03-31
Filed2026-05-11
DUKE ENERGY CORP NEW
-2.72%DUKE ENERGY CORP NEW
Shares2.6K
Event2026-03-31
Filed2026-05-11
DBEF
0.00%DBX ETF TR
Shares6.8K
Event2026-03-31
Filed2026-05-11
KRG
1.04%KITE REALTY GROUP TRUST
Shares13.7K
Event2026-03-31
Filed2026-05-11
BA
-4.78%BOEING CO
Shares1.7K
Event2026-03-31
Filed2026-05-11
LAMR
0.90%LAMAR ADVERTISING CO
Shares2.6K
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY PLC
1.11%TE CONNECTIVITY PLC
Shares1.5K
Event2026-03-31
Filed2026-05-11
GPIX
0.00%GOLDMAN SACHS ETF TR
Shares6.4K
Event2026-03-31
Filed2026-05-11
PFFD
0.00%GLOBAL X FDS
Shares16.9K
Event2026-03-31
Filed2026-05-11
SCHW
-16.85%SCHWAB CHARLES CORP
Shares3.2K
Event2026-03-31
Filed2026-05-11
FNDF
0.00%SCHWAB STRATEGIC TR
Shares6.1K
Event2026-03-31
Filed2026-05-11
NFLX
-32.89%NETFLIX INC.
Shares3.0K
Event2026-03-31
Filed2026-05-11
COF
-3.16%CAPITAL ONE FINL CORP
Shares1.6K
Event2026-03-31
Filed2026-05-11
MERCK & CO INC
-5.38%MERCK & CO INC
Shares2.4K
Event2026-03-31
Filed2026-05-11
PDN
0.65%INVESCO EXCH TRADED FD TR II
Shares6.7K
Event2026-03-31
Filed2026-05-11
FVAL
0.37%FIDELITY COVINGTON TRUST
Shares4.1K
Event2026-03-31
Filed2026-05-11
GE AEROSPACE
-17.76%GE AEROSPACE
Shares1.0K
Event2026-03-31
Filed2026-05-11
HBAN
32.25%HUNTINGTON BANCSHARES INC
Shares17.5K
Event2026-03-31
Filed2026-05-11
XT
0.00%ISHARES TR
Shares4.0K
Event2026-03-31
Filed2026-05-11
PFF
0.54%ISHARES TR
Shares8.9K
Event2026-03-31
Filed2026-05-11
ZOCT
0.00%INNOVATOR ETFS TRUST
Shares9.9K
Event2026-03-31
Filed2026-05-11
BND
-2.31%VANGUARD BD INDEX FDS
Shares3.5K
Event2026-03-31
Filed2026-05-11
IBIT
1.14%ISHARES BITCOIN TRUST ETF
Shares6.7K
Event2026-03-31
Filed2026-05-11
UGI
-7.90%UGI CORP NEW
Shares7.0K
Event2026-03-31
Filed2026-05-11
FMHI
0.00%FIRST TR EXCH TRADED FD III
Shares5.4K
Event2026-03-31
Filed2026-05-11
HOMB
-0.52%HOME BANCSHARES INC
Shares9.5K
Event2026-03-31
Filed2026-05-11
VV
0.00%VANGUARD INDEX FDS
Shares845
Event2026-03-31
Filed2026-05-11
VST
-5.80%VISTRA CORP
Shares1.7K
Event2026-03-31
Filed2026-05-11
RTX
-39.56%RTX CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-05-11
FMB
0.25%FIRST TR EXCH TRADED FD III
Shares4.9K
Event2026-03-31
Filed2026-05-11
IRT
-17.00%INDEPENDENCE RLTY TR INC
Shares16.3K
Event2026-03-31
Filed2026-05-11
SBUX
-6.80%STARBUCKS CORP
Shares2.7K
Event2026-03-31
Filed2026-05-11
EFV
0.00%ISHARES TR
Shares3.2K
Event2026-03-31
Filed2026-05-11
GME
0.00%GAMESTOP CORP
Shares10.3K
Event2026-03-31
Filed2026-05-11
PTC
1.78%PTC INC
Shares1.7K
Event2026-03-31
Filed2026-05-11
RSG
2.95%REPUBLIC SVCS INC
Shares1.0K
Event2026-03-31
Filed2026-05-11
BDJ
2.02%BLACKROCK ENHANCED EQUITY DI
Shares26.5K
Event2026-03-31
Filed2026-05-11
PAGP
NewPLAINS GP HLDGS L P
Shares9.3K
Event2026-03-31
Filed2026-05-11
FSK
-6.08%FS KKR CAP CORP
Shares22.2K
Event2026-03-31
Filed2026-05-11
BOTZ
0.13%GLOBAL X FDS
Shares6.8K
Event2026-03-31
Filed2026-05-11
NEM
-12.78%NEWMONT CORP
Shares2.0K
Event2026-03-31
Filed2026-05-11
MAT
0.53%MATTEL INC
Shares14.7K
Event2026-03-31
Filed2026-05-11
VBR
0.53%VANGUARD INDEX FDS
Shares952
Event2026-03-31
Filed2026-05-11
MSDL
NewMORGAN STANLEY DIRECT LENDIN
Shares14.8K
Event2026-03-31
Filed2026-05-11
FQAL
0.36%FIDELITY COVINGTON TRUST
Shares2.8K
Event2026-03-31
Filed2026-05-11
MS
-25.65%MORGAN STANLEY
Shares1.2K
Event2026-03-31
Filed2026-05-11
JEPQ
-8.35%J P MORGAN EXCHANGE TRADED F
Shares3.6K
Event2026-03-31
Filed2026-05-11
AAL
-5.48%AMERICAN AIRLINES GROUP INC
Shares17.8K
Event2026-03-31
Filed2026-05-11
GBDC
2.89%GOLUB CAP BDC INC
Shares13.4K
Event2026-03-31
Filed2026-05-11
CGBD
NewCARLYLE SECURED LENDING INC
Shares12.1K
Event2026-03-31
Filed2026-05-11
ETW
2.19%EATON VANCE TAX-MANAGED GLOB
Shares14.9K
Event2026-03-31
Filed2026-05-11
LYG
-15.95%LLOYDS BANKING GROUP PLC
Shares22.8K
Event2026-03-31
Filed2026-05-11
OWL
NewBLUE OWL CAPITAL INC
Shares10.7K
Event2026-03-31
Filed2026-05-11
VENU
NewVENU HLDG CORP
Shares10.0K
Event2026-03-31
Filed2026-05-11
MBIO
57.87%MUSTANG BIO INC
Shares20.5K
Event2026-03-31
Filed2026-05-11
MAPS
0.00%WM TECHNOLOGY INC
Shares12.5K
Event2026-03-31
Filed2026-05-11
GENIUS GROUP LTD
0.00%GENIUS GROUP LTD
Shares15.0K
Event2026-03-31
Filed2026-05-11
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