Sponsored
The Analysis of Cheviot Value Management, LLC's Holdings & P&L
Currently, Cheviot Value Management, LLC holds 426 types of securities in its portfolio with a total value $995.6M. In the most recent quarter, they have increased their positions in SGOV (+92.0K shares, valued at $9.3M), TOTL (+110.5K shares, valued at $4.4M), LBRDK (+49.0K shares, valued at $2.5M); decreased their positions in N/A (-14.8K shares, valued at $4.3M), AEM (-14.8K shares, valued at $3.0M), CEF (-52.5K shares, valued at $2.5M); initiated new positions in N/A (+7.2K shares, valued at $135.9K), XOP (+325 shares, valued at $59.1K), NOW (+475 shares, valued at $49.7K).
1M P&L
-11.4M-1.58%
3M P&L
-32.5M-4.37%
HY P&L
+35.4M+5.22%
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/A328.3M
42.5%
2Gold145.5M
18.9%
3Drug Manufacturers - General60.4M
7.8%
Top Industries by Stock Count
1N/A134 stocks
35.4%
2Software - Application13 stocks
3.4%
3Biotechnology9 stocks
2.4%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW237.7K shares1.40%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VERSANT MEDIA GROUP INC COM CL A VERSANT MEDIA GROUP INC COM CL A17.1K shares-3.13%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
XOP STATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF325 sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
CANADIAN PACIFIC KANSAS CITY COM CANADIAN PACIFIC KANSAS CITY COM400 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
ACCENTURE PLC IRELAND SHS CLASS A ACCENTURE PLC IRELAND SHS CLASS A140 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
QNITY ELECTRONICS INC COMMON STOCK QNITY ELECTRONICS INC COMMON STOCK106 shares0.00%2026-03-312026-05-12
Sponsored
SOLSTICE ADVANCED MATLS INC COM SHS SOLSTICE ADVANCED MATLS INC COM SHS141 shares-6.00%2026-03-312026-05-12
ANGLOGOLD ASHANTI PLC COM SHS ANGLOGOLD ASHANTI PLC COM SHS100 sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
IHDG WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND116 shares0.00%2026-03-312026-05-12
Sponsored
ISHARES LIFEPATH TARGET DATE 2055 ETF ISHARES LIFEPATH TARGET DATE 2055 ETF126 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
PDBC INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF146 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
CANOPY GROWTH CORPORATION COM NEW CANOPY GROWTH CORPORATION COM NEW234 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW
1.40%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares237.7K
Event2026-03-31
Filed2026-05-12
SGOV
9.42%ISHARES 0-3 MONTH TREASURY BOND ETF
Shares1.1M
Event2026-03-31
Filed2026-05-12
AEM
-3.47%AGNICO EAGLE MINES LTD COM
Shares411.1K
Event2026-03-31
Filed2026-05-12
TOTL
8.71%STATE STREET DOUBLELINE TOTAL RETURN TACTICAL ETF
Shares1.4M
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL A
-8.19%ALPHABET INC CAP STK CL A
Shares166.3K
Event2026-03-31
Filed2026-05-12
JNJ
-3.85%JOHNSON & JOHNSON COM
Shares159.3K
Event2026-03-31
Filed2026-05-12
LQD
3.94%ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF
Shares331.9K
Event2026-03-31
Filed2026-05-12
TDTF
5.61%FLEXSHARES IBOXX 5 YEAR TARGET DURATION TIPS INDEX FUND
Shares1.4M
Event2026-03-31
Filed2026-05-12
CEF
-8.38%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD AN
Shares573.8K
Event2026-03-31
Filed2026-05-12
NEM
-6.63%NEWMONT CORP COM
Shares222.9K
Event2026-03-31
Filed2026-05-12
V
6.40%VISA INC COM CL A
Shares78.2K
Event2026-03-31
Filed2026-05-12
META
-0.00%META PLATFORMS INC CL A
Shares40.5K
Event2026-03-31
Filed2026-05-12
MSFT
1.06%MICROSOFT CORP COM
Shares57.7K
Event2026-03-31
Filed2026-05-12
XOM
-0.86%EXXON MOBIL CORP COM
Shares125.8K
Event2026-03-31
Filed2026-05-12
MERCK & CO INC COM
1.02%MERCK & CO INC COM
Shares171.5K
Event2026-03-31
Filed2026-05-12
UNILEVER PLC SPON ADR NEW
-0.04%UNILEVER PLC SPON ADR NEW
Shares331.9K
Event2026-03-31
Filed2026-05-12
CVX
-0.35%CHEVRON CORPORATION COM
Shares82.9K
Event2026-03-31
Filed2026-05-12
PFE
9.85%PFIZER INC COM
Shares610.6K
Event2026-03-31
Filed2026-05-12
CMCSA
5.74%COMCAST CORP NEW CL A
Shares589.8K
Event2026-03-31
Filed2026-05-12
AMZN
7.88%AMAZON COM INC COM
Shares80.7K
Event2026-03-31
Filed2026-05-12
COP
0.97%CONOCOPHILLIPS COM
Shares120.5K
Event2026-03-31
Filed2026-05-12
BRK.A
0.00%BERKSHIRE HATHAWAY INC DEL CL A
Shares20
Event2026-03-31
Filed2026-05-12
MKL
1.68%MARKEL GROUP INC COM
Shares7.0K
Event2026-03-31
Filed2026-05-12
BARRICK MNG CORP
-3.55%BARRICK MNG CORP
Shares319.0K
Event2026-03-31
Filed2026-05-12
AGI
0.19%ALAMOS GOLD INC COM CL A
Shares210.4K
Event2026-03-31
Filed2026-05-12
AAPL
-0.22%APPLE INC COM
Shares34.5K
Event2026-03-31
Filed2026-05-12
PAAS
-7.28%PAN AMERN SILVER CORP COM
Shares131.9K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST SERIES I
5.58%INVESCO QQQ TRUST SERIES I
Shares12.1K
Event2026-03-31
Filed2026-05-12
OXY
-3.30%OCCIDENTAL PETE CORP COM
Shares99.6K
Event2026-03-31
Filed2026-05-12
LBRDK
62.98%LIBERTY BROADBAND CORP COM SER C
Shares126.7K
Event2026-03-31
Filed2026-05-12
IBDT
6.03%ISHARES IBONDS DEC 2028 TERM CORPORATE ETF
Shares251.3K
Event2026-03-31
Filed2026-05-12
DEM
1.53%WISDOMTREE EMERGING MARKETS HIGH DIVIDEND FUND
Shares127.4K
Event2026-03-31
Filed2026-05-12
IBDW
7.08%ISHARES IBONDS DEC 2031 TERM CORPORATE ETF
Shares300.1K
Event2026-03-31
Filed2026-05-12
ABBV
-0.13%ABBVIE INC COM
Shares28.1K
Event2026-03-31
Filed2026-05-12
GDX
-2.80%VANECK GOLD MINERS ETF
Shares57.3K
Event2026-03-31
Filed2026-05-12
FNDE
1.48%SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETF
Shares131.1K
Event2026-03-31
Filed2026-05-12
OAKM
30.23%OAKMARK U.S. LARGE CAP ETF
Shares171.1K
Event2026-03-31
Filed2026-05-12
PSX
0.85%PHILLIPS 66 COM
Shares22.3K
Event2026-03-31
Filed2026-05-12
AGG
11.48%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares35.0K
Event2026-03-31
Filed2026-05-12
SCHO
6.26%SCHWAB SHORT-TERM US TREASURY ETF
Shares132.6K
Event2026-03-31
Filed2026-05-12
CVS
-1.26%CVS HEALTH CORP COM
Shares42.4K
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
22.68%VANGUARD S&P 500 ETF
Shares5.1K
Event2026-03-31
Filed2026-05-12
GOVT
120.38%ISHARES U.S. TREASURY BOND ETF
Shares125.0K
Event2026-03-31
Filed2026-05-12
PID
-5.49%INVESCO INTERNATIONAL DIVIDEND ACHIEVERS ETF
Shares122.0K
Event2026-03-31
Filed2026-05-12
JPM
0.00%JPMORGAN CHASE & CO COM
Shares8.2K
Event2026-03-31
Filed2026-05-12
NVDA
0.88%NVIDIA CORPORATION COM
Shares13.7K
Event2026-03-31
Filed2026-05-12
BSV
-0.74%VANGUARD SHORT-TERM BOND ETF
Shares25.9K
Event2026-03-31
Filed2026-05-12
AMAT
0.00%APPLIED MATLS INC COM
Shares5.2K
Event2026-03-31
Filed2026-05-12
URNM
0.00%SPROTT URANIUM MINERS ETF
Shares27.3K
Event2026-03-31
Filed2026-05-12
COST
0.00%COSTCO WHOLESALE CORPORATION COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
VZ
-13.19%VERIZON COMMUNICATIONS INC COM
Shares33.3K
Event2026-03-31
Filed2026-05-12
PM
-1.19%PHILIP MORRIS INTL INC COM
Shares9.6K
Event2026-03-31
Filed2026-05-12
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares4.1K
Event2026-03-31
Filed2026-05-12
ABT
0.00%ABBOTT LABORATORIES COM
Shares13.6K
Event2026-03-31
Filed2026-05-12
ALPHABET INC CAP STK CL C
-0.70%ALPHABET INC CAP STK CL C
Shares4.8K
Event2026-03-31
Filed2026-05-12
AMGN
0.00%AMGEN INC COM
Shares3.8K
Event2026-03-31
Filed2026-05-12
WDC
-1.15%WESTERN DIGITAL CORP COM
Shares4.3K
Event2026-03-31
Filed2026-05-12
SNDK
-13.01%SANDISK CORP COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
SPY
44.27%STATE STREET SPDR S&P 500 ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
DVN
-13.85%DEVON ENERGY CORP NEW COM
Shares21.9K
Event2026-03-31
Filed2026-05-12
MAGNUM ICE CREAM CO NV ORD SHS
-3.90%MAGNUM ICE CREAM CO NV ORD SHS
Shares71.3K
Event2026-03-31
Filed2026-05-12
MCD
0.00%MCDONALDS CORP COM
Shares3.3K
Event2026-03-31
Filed2026-05-12
XBI
0.00%STATE STREET SPDR S&P BIOTECH ETF
Shares7.1K
Event2026-03-31
Filed2026-05-12
CAH
0.00%CARDINAL HEALTH INC COM
Shares4.1K
Event2026-03-31
Filed2026-05-12
GLW
0.03%CORNING INC COM
Shares6.3K
Event2026-03-31
Filed2026-05-12
GCI LIBERTY INC COM SER C
-1.12%GCI LIBERTY INC COM SER C
Shares22.7K
Event2026-03-31
Filed2026-05-12
VUSB
0.00%VANGUARD ULTRA-SHORT BOND ETF
Shares16.8K
Event2026-03-31
Filed2026-05-12
WFC
0.00%WELLS FARGO & CO COM
Shares9.5K
Event2026-03-31
Filed2026-05-12
MS
5.20%MORGAN STANLEY COM NEW
Shares4.5K
Event2026-03-31
Filed2026-05-12
TSLA
0.00%TESLA INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
BAC
0.00%BANK OF AMER CORP COM
Shares14.1K
Event2026-03-31
Filed2026-05-12
MMM
0.00%3M CO COM
Shares4.5K
Event2026-03-31
Filed2026-05-12
CDNS
0.00%CADENCE DESIGN SYSTEM INC COM
Shares2.3K
Event2026-03-31
Filed2026-05-12
VERSANT MEDIA GROUP INC COM CL A
-3.13%VERSANT MEDIA GROUP INC COM CL A
Shares17.1K
Event2026-03-31
Filed2026-05-12
MEDTRONIC PLC SHS
-23.07%MEDTRONIC PLC SHS
Shares7.3K
Event2026-03-31
Filed2026-05-12
RTX
0.28%RTX CORPORATION COM
Shares3.2K
Event2026-03-31
Filed2026-05-12
ITA
0.00%ISHARES U.S. AEROSPACE & DEFENSE ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
SPG
0.00%SIMON PPTY GROUP INC NEW COM
Shares3.1K
Event2026-03-31
Filed2026-05-12
CENCORA INC COM
0.00%CENCORA INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
MA
-1.34%MASTERCARD INCORPORATED CL A
Shares1.1K
Event2026-03-31
Filed2026-05-12
SNPS
-1.07%SYNOPSYS INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
LLY
0.00%ELI LILLY & CO COM
Shares581
Event2026-03-31
Filed2026-05-12
MO
-11.10%ALTRIA GROUP INC COM
Shares8.0K
Event2026-03-31
Filed2026-05-12
ORCL
6.05%ORACLE CORP COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
VT
0.00%VANGUARD TOTAL WORLD STOCK ETF
Shares3.6K
Event2026-03-31
Filed2026-05-12
DIS
-1.58%DISNEY WALT CO COM
Shares5.0K
Event2026-03-31
Filed2026-05-12
TGT
-2.51%TARGET CORP COM
Shares3.9K
Event2026-03-31
Filed2026-05-12
GS
0.00%GOLDMAN SACHS GROUP INC COM
Shares533
Event2026-03-31
Filed2026-05-12
HD
0.00%HOME DEPOT INC COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
NOC
0.00%NORTHROP GRUMMAN CORP COM
Shares650
Event2026-03-31
Filed2026-05-12
NSC
0.00%NORFOLK SOUTHN CORP COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
QCOM
11.55%QUALCOMM INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-12
ROST
0.00%ROSS STORES INC COM
Shares2.0K
Event2026-03-31
Filed2026-05-12
CAT
0.00%CATERPILLAR INC COM
Shares593
Event2026-03-31
Filed2026-05-12
RGA
0.00%REINSURANCE GROUP AMER INC COM NEW
Shares2.0K
Event2026-03-31
Filed2026-05-12
BTI
-1.11%BRITISH AMERN TOB PLC SPONSORED ADR
Shares7.1K
Event2026-03-31
Filed2026-05-12
VYM
0.00%VANGUARD HIGH DIVIDEND YIELD INDEX ETF
Shares2.7K
Event2026-03-31
Filed2026-05-12
F
0.00%FORD MTR CO COM
Shares32.6K
Event2026-03-31
Filed2026-05-12
FI
-0.10%FISERV INC COM
Shares6.7K
Event2026-03-31
Filed2026-05-12
TXN
0.00%TEXAS INSTRS INC COM
Shares1.9K
Event2026-03-31
Filed2026-05-12
SLV
0.00%ISHARES SILVER TRUST
Shares5.4K
Event2026-03-31
Filed2026-05-12
VUG
0.00%VANGUARD GROWTH ETF
Shares847
Event2026-03-31
Filed2026-05-12
INTC
0.00%INTEL CORP COM
Shares8.3K
Event2026-03-31
Filed2026-05-12
WM
-0.62%WASTE MGMT INC DEL COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
CSCO
3.35%CISCO SYS INC COM
Shares4.6K
Event2026-03-31
Filed2026-05-12
SHY
-1.76%ISHARES 1-3 YEAR TREASURY BOND ETF
Shares4.3K
Event2026-03-31
Filed2026-05-12
PNC
0.00%PNC FINL SVCS GROUP INC COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
PAVE
0.00%GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETF
Shares6.5K
Event2026-03-31
Filed2026-05-12
CITIGROUP INC COM NEW
0.00%CITIGROUP INC COM NEW
Shares2.9K
Event2026-03-31
Filed2026-05-12
BBY
1.50%BEST BUY INC COM
Shares5.1K
Event2026-03-31
Filed2026-05-12
VGT
0.00%VANGUARD INFORMATION TECHNOLOGY ETF
Shares461
Event2026-03-31
Filed2026-05-12
IGSB
8.48%ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares6.1K
Event2026-03-31
Filed2026-05-12
BA
14.43%BOEING CO COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
KO
0.00%COCA COLA CO COM
Shares4.1K
Event2026-03-31
Filed2026-05-12
ACM
0.00%AECOM COM
Shares3.5K
Event2026-03-31
Filed2026-05-12
VLO
0.17%VALERO ENERGY CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
STT
0.00%STATE STR CORP COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
TJX
0.00%TJX COS INC NEW COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
UNH
-2.53%UNITEDHEALTH GROUP INC COM
Shares886
Event2026-03-31
Filed2026-05-12
ADP
0.00%AUTOMATIC DATA PROCESSING INC COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
CSX
0.00%CSX CORP COM
Shares5.7K
Event2026-03-31
Filed2026-05-12
BLDR
5.61%BUILDERS FIRSTSOURCE INC COM
Shares2.8K
Event2026-03-31
Filed2026-05-12
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
WMT
0.00%WALMART INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
PLD
0.00%PROLOGIS INC. COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
ASML
0.00%ASML HLDG NV N Y REGISTRY SHS
Shares158
Event2026-03-31
Filed2026-05-12
IJR
0.00%ISHARES CORE S&P SMALL CAP ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
UBS
0.00%UBS GROUP AG SHS
Shares5.1K
Event2026-03-31
Filed2026-05-12
TMO
0.00%THERMO FISHER SCIENTIFIC INC COM
Shares405
Event2026-03-31
Filed2026-05-12
NKE
12.67%NIKE INC CL B
Shares3.6K
Event2026-03-31
Filed2026-05-12
GLD
0.00%SPDR GOLD SHARES
Shares434
Event2026-03-31
Filed2026-05-12
HON
0.00%HONEYWELL INTL INC COM
Shares822
Event2026-03-31
Filed2026-05-12
USO
0.00%UNITED STATES OIL FUND LP
Shares1.4K
Event2026-03-31
Filed2026-05-12
MOAT
0.00%VANECK MORNINGSTAR WIDE MOAT ETF
Shares1.9K
Event2026-03-31
Filed2026-05-12
LMT
0.00%LOCKHEED MARTIN CORP COM
Shares277
Event2026-03-31
Filed2026-05-12
DLR
0.00%DIGITAL RLTY TR INC COM
Shares886
Event2026-03-31
Filed2026-05-12
XLV
0.00%STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
EMMF
0.00%WISDOMTREE EMERGING MARKETS MULTIFACTOR FUND
Shares4.6K
Event2026-03-31
Filed2026-05-12
COF
0.00%CAPITAL ONE FINL CORP COM
Shares825
Event2026-03-31
Filed2026-05-12
CNI
0.00%CANADIAN NATL RY CO COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
VTI
0.00%VANGUARD TOTAL STOCK MARKET ETF
Shares459
Event2026-03-31
Filed2026-05-12
NFLX
0.00%NETFLIX INC. COM
Shares1.5K
Event2026-03-31
Filed2026-05-12
ICLN
-0.15%ISHARES GLOBAL CLEAN ENERGY ETF
Shares7.9K
Event2026-03-31
Filed2026-05-12
AXP
0.00%AMERICAN EXPRESS CO COM
Shares475
Event2026-03-31
Filed2026-05-12
XLE
0.00%STATE STREET ENERGY SELECT SECTOR SPDR ETF
Shares2.3K
Event2026-03-31
Filed2026-05-12
QDF
-1.95%FLEXSHARES QUALITY DIVIDEND INDEX FUND
Shares1.8K
Event2026-03-31
Filed2026-05-12
NDAQ
0.00%NASDAQ INC COM
Shares1.6K
Event2026-03-31
Filed2026-05-12
SCHD
0.22%SCHWAB US DIVIDEND EQUITY ETF
Shares4.5K
Event2026-03-31
Filed2026-05-12
COEUR MNG INC COM NEW
NewCOEUR MNG INC COM NEW
Shares7.2K
Event2026-03-31
Filed2026-05-12
FNV
0.00%FRANCO NEV CORP COM
Shares525
Event2026-03-31
Filed2026-05-12
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares2.1K
Event2026-03-31
Filed2026-05-12
IGV
-13.89%ISHARES EXPANDED TECH-SOFTWARE SECTOR ETF
Shares1.6K
Event2026-03-31
Filed2026-05-12
YUM
0.00%YUM BRANDS INC COM
Shares790
Event2026-03-31
Filed2026-05-12
HDV
0.00%ISHARES CORE HIGH DIVIDEND ETF
Shares894
Event2026-03-31
Filed2026-05-12
VDE
-20.37%VANGUARD ENERGY ETF
Shares653
Event2026-03-31
Filed2026-05-12
FNDB
0.39%SCHWAB FUNDAMENTAL U.S. BROAD MARKET ETF
Shares4.1K
Event2026-03-31
Filed2026-05-12
GVA
0.00%GRANITE CONSTR INC COM
Shares888
Event2026-03-31
Filed2026-05-12
IYR
0.00%ISHARES U.S. REAL ESTATE ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
GILD
0.55%GILEAD SCIENCES INC COM
Shares732
Event2026-03-31
Filed2026-05-12
IYW
-26.67%ISHARES U.S. TECHNOLOGY ETF
Shares550
Event2026-03-31
Filed2026-05-12
DHR
0.00%DANAHER CORP DEL COM
Shares525
Event2026-03-31
Filed2026-05-12
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS
Shares287
Event2026-03-31
Filed2026-05-12
ALL
0.00%ALLSTATE CORP COM
Shares464
Event2026-03-31
Filed2026-05-12
MCO
0.00%MOODYS CORP COM
Shares220
Event2026-03-31
Filed2026-05-12
SBUX
0.09%STARBUCKS CORP COM
Shares1.1K
Event2026-03-31
Filed2026-05-12
HASI
0.00%HA SUSTAINABLE INFRA CAP INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-12
PLTR
4.13%PALANTIR TECHNOLOGIES INC CL A
Shares631
Event2026-03-31
Filed2026-05-12
WRB
0.00%BERKLEY W R CORP COM
Shares1.4K
Event2026-03-31
Filed2026-05-12
ZTS
0.00%ZOETIS INC CL A
Shares752
Event2026-03-31
Filed2026-05-12
CALI
0.00%ISHARES SHORT-TERM CALIFORNIA MUNI ACTIVE ETF
Shares1.8K
Event2026-03-31
Filed2026-05-12
DLN
0.00%WISDOMTREE U.S. LARGECAP DIVIDEND FUND
Shares974
Event2026-03-31
Filed2026-05-12
EPD
0.00%ENTERPRISE PRODS PARTNERS L P COM
Shares2.3K
Event2026-03-31
Filed2026-05-12
PH
0.00%PARKER-HANNIFIN CORP COM
Shares95
Event2026-03-31
Filed2026-05-12
CME
0.00%CME GROUP INC COM
Shares280
Event2026-03-31
Filed2026-05-12
CLF
0.00%CLEVELAND-CLIFFS INC NEW COM
Shares9.6K
Event2026-03-31
Filed2026-05-12
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares328
Event2026-03-31
Filed2026-05-12
PAA
0.00%PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares3.5K
Event2026-03-31
Filed2026-05-12
ADBE
0.00%ADOBE INC COM
Shares322
Event2026-03-31
Filed2026-05-12
ROCKET LAB CORP COM
0.00%ROCKET LAB CORP COM
Shares1.2K
Event2026-03-31
Filed2026-05-12
MU
0.00%MICRON TECHNOLOGY INC COM
Shares230
Event2026-03-31
Filed2026-05-12
RKT
38.38%ROCKET COS INC COM CL A
Shares5.4K
Event2026-03-31
Filed2026-05-12
SCHG
0.12%SCHWAB U.S. LARGE-CAP GROWTH ETF
Shares2.5K
Event2026-03-31
Filed2026-05-12
CHKP
0.00%CHECK POINT SOFTWARE TECH LTD ORD
Shares500
Event2026-03-31
Filed2026-05-12
WY
-3.48%WEYERHAEUSER CO COM NEW
Shares2.9K
Event2026-03-31
Filed2026-05-12
AXON
0.00%AXON ENTERPRISE INC COM
Shares163
Event2026-03-31
Filed2026-05-12
PG
0.00%PROCTER & GAMBLE CO COM
Shares477
Event2026-03-31
Filed2026-05-12
DGX
0.00%QUEST DIAGNOSTICS INC COM
Shares324
Event2026-03-31
Filed2026-05-12
PEP
0.00%PEPSICO INC COM
Shares395
Event2026-03-31
Filed2026-05-12
CPRT
0.00%COPART INC COM
Shares1.8K
Event2026-03-31
Filed2026-05-12
XOP
NewSTATE STREET SPDR S&P OIL & GAS EXPLORATION & PRODUCTION ETF
Shares325
Event2026-03-31
Filed2026-05-12
KSS
0.00%KOHLS CORP COM
Shares4.1K
Event2026-03-31
Filed2026-05-12
LOW
0.00%LOWES COS INC COM
Shares217
Event2026-03-31
Filed2026-05-12
DGRW
0.00%WISDOMTREE US QUALITY DIVIDEND GROWTH FUND
Shares571
Event2026-03-31
Filed2026-05-12
NOW
NewSERVICENOW INC COM
Shares475
Event2026-03-31
Filed2026-05-12
PGR
0.00%PROGRESSIVE CORP COM
Shares250
Event2026-03-31
Filed2026-05-12
PHYS
16.17%SPROTT ASSET MANAGEMENT LP PHYSICAL GOLD TR
Shares1.4K
Event2026-03-31
Filed2026-05-12
QUAL
0.00%ISHARES MSCI USA QUALITY FACTOR ETF
Shares249
Event2026-03-31
Filed2026-05-12
KKR & CO INC COM
0.00%KKR & CO INC COM
Shares510
Event2026-03-31
Filed2026-05-12
DELL
0.35%DELL TECHNOLOGIES INC CL C
Shares287
Event2026-03-31
Filed2026-05-12
SHEL
0.00%SHELL PLC SPON ADS
Shares500
Event2026-03-31
Filed2026-05-12
BROADCOM INC COM
0.00%BROADCOM INC COM
Shares150
Event2026-03-31
Filed2026-05-12
ILCG
0.00%ISHARES MORNINGSTAR GROWTH ETF
Shares458
Event2026-03-31
Filed2026-05-12
IGPT
0.00%INVESCO AI AND NEXT GEN SOFTWARE ETF
Shares750
Event2026-03-31
Filed2026-05-12
BUG
112.50%GLOBAL X CYBERSECURITY ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
RSG
0.00%REPUBLIC SVCS INC COM
Shares194
Event2026-03-31
Filed2026-05-12
DE
0.00%DEERE & CO COM
Shares75
Event2026-03-31
Filed2026-05-12
OKE
0.00%ONEOK INC NEW COM
Shares463
Event2026-03-31
Filed2026-05-12
WPC
0.00%WP CAREY INC COM
Shares608
Event2026-03-31
Filed2026-05-12
LGND
0.00%LIGAND PHARMACEUTICALS INC COM NEW
Shares200
Event2026-03-31
Filed2026-05-12
PAYX
0.00%PAYCHEX INC COM
Shares432
Event2026-03-31
Filed2026-05-12
YUMC
0.00%YUM CHINA HLDGS INC COM
Shares798
Event2026-03-31
Filed2026-05-12
NOBL
0.28%PROSHARES S&P 500 DIVIDEND ARISTOCRATS ETF
Shares356
Event2026-03-31
Filed2026-05-12
FICO
0.00%FAIR ISAAC CORP COM
Shares34
Event2026-03-31
Filed2026-05-12
VTRS
0.00%VIATRIS INC COM
Shares2.6K
Event2026-03-31
Filed2026-05-12
HCA
0.00%HCA HEALTHCARE INC COM
Shares75
Event2026-03-31
Filed2026-05-12
IVV
0.00%ISHARES CORE S&P 500 ETF
Shares53
Event2026-03-31
Filed2026-05-12
BRO
0.00%BROWN & BROWN INC COM
Shares530
Event2026-03-31
Filed2026-05-12
BLACKSTONE INC COM
0.00%BLACKSTONE INC COM
Shares300
Event2026-03-31
Filed2026-05-12
RIO
0.00%RIO TINTO PLC SPONSORED ADR
Shares368
Event2026-03-31
Filed2026-05-12
BDX
0.00%BECTON DICKINSON & CO COM
Shares218
Event2026-03-31
Filed2026-05-12
SYY
0.00%SYSCO CORP COM
Shares475
Event2026-03-31
Filed2026-05-12
ACIW
0.00%ACI WORLDWIDE INC COM
Shares800
Event2026-03-31
Filed2026-05-12
BLACKROCK INC COM
0.00%BLACKROCK INC COM
Shares33
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC KANSAS CITY COM
0.00%CANADIAN PACIFIC KANSAS CITY COM
Shares400
Event2026-03-31
Filed2026-05-12
VEU
0.00%VANGUARD FTSE ALL-WORLD EX-US INDEX FUND
Shares402
Event2026-03-31
Filed2026-05-12
WHR
-15.38%WHIRLPOOL CORP COM
Shares550
Event2026-03-31
Filed2026-05-12
SO
0.00%SOUTHERN CO COM
Shares305
Event2026-03-31
Filed2026-05-12
EXE
0.00%EXPAND ENERGY CORPORATION COM
Shares265
Event2026-03-31
Filed2026-05-12
APD
0.00%AIR PRODUCTS AND CHEMICALS INC COM
Shares100
Event2026-03-31
Filed2026-05-12
PSI
0.00%INVESCO SEMICONDUCTORS ETF
Shares300
Event2026-03-31
Filed2026-05-12
CARR
0.00%CARRIER GLOBAL CORPORATION COM
Shares502
Event2026-03-31
Filed2026-05-12
SPAB
0.00%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
ACCENTURE PLC IRELAND SHS CLASS A
0.00%ACCENTURE PLC IRELAND SHS CLASS A
Shares140
Event2026-03-31
Filed2026-05-12
PPG
0.42%PPG INDS INC COM
Shares241
Event2026-03-31
Filed2026-05-12
NAMS
0.00%NEWAMSTERDAM PHARMA COMPANY NV ORDINARY SHARES
Shares796
Event2026-03-31
Filed2026-05-12
BND
0.00%VANGUARD TOTAL BOND MARKET ETF
Shares343
Event2026-03-31
Filed2026-05-12
HP INC COM
0.00%HP INC COM
Shares1.3K
Event2026-03-31
Filed2026-05-12
NICE
0.00%NICE LTD SPONSORED ADR
Shares225
Event2026-03-31
Filed2026-05-12
NLR
0.00%VANECK URANIUM AND NUCLEAR ETF
Shares184
Event2026-03-31
Filed2026-05-12
PRU
0.00%PRUDENTIAL FINL INC COM
Shares250
Event2026-03-31
Filed2026-05-12
TEVA
0.00%TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS
Shares800
Event2026-03-31
Filed2026-05-12
SCHE
11.98%SCHWAB EMERGING MARKETS EQUITY ETF
Shares720
Event2026-03-31
Filed2026-05-12
NUKZ
0.00%RANGE NUCLEAR RENAISSANCE INDEX ETF
Shares360
Event2026-03-31
Filed2026-05-12
EXPE
0.00%EXPEDIA GROUP INC COM NEW
Shares100
Event2026-03-31
Filed2026-05-12
ADSK
0.00%AUTODESK INC COM
Shares96
Event2026-03-31
Filed2026-05-12
T
0.00%AT&T INC COM
Shares791
Event2026-03-31
Filed2026-05-12
NXPI
0.00%NXP SEMICONDUCTORS N V COM
Shares115
Event2026-03-31
Filed2026-05-12
SPGI
0.00%S&P GLOBAL INC COM
Shares52
Event2026-03-31
Filed2026-05-12
SCHF
0.00%SCHWAB INTERNATIONAL EQUITY ETF
Shares876
Event2026-03-31
Filed2026-05-12
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares100
Event2026-03-31
Filed2026-05-12
NEE
0.00%NEXTERA ENERGY INC COM
Shares223
Event2026-03-31
Filed2026-05-12
DEO
0.00%DIAGEO PLC SPON ADR NEW
Shares273
Event2026-03-31
Filed2026-05-12
IWD
0.00%ISHARES RUSSELL 1000 VALUE ETF
Shares95
Event2026-03-31
Filed2026-05-12
DLB
0.00%DOLBY LABORATORIES INC COM CL A
Shares337
Event2026-03-31
Filed2026-05-12
USIG
0.00%ISHARES BROAD USD INVESTMENT GRADE CORPORATE BOND ETF
Shares389
Event2026-03-31
Filed2026-05-12
GNRC
0.00%GENERAC HLDGS INC COM
Shares100
Event2026-03-31
Filed2026-05-12
EFA
0.00%ISHARES MSCI EAFE ETF
Shares195
Event2026-03-31
Filed2026-05-12
HACK
0.00%AMPLIFY CYBERSECURITY ETF
Shares250
Event2026-03-31
Filed2026-05-12
FDTX
0.00%FIDELITY DISRUPTIVE TECHNOLOGY ETF
Shares500
Event2026-03-31
Filed2026-05-12
ARCC
0.00%ARES CAPITAL CORP COM
Shares1.0K
Event2026-03-31
Filed2026-05-12
MUC
NewBLACKROCK MUNIHLDNGS CALI COM
Shares1.7K
Event2026-03-31
Filed2026-05-12
VEA
0.00%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares278
Event2026-03-31
Filed2026-05-12
SPOT
0.00%SPOTIFY TECHNOLOGY S A SHS
Shares35
Event2026-03-31
Filed2026-05-12
JKHY
0.00%HENRY JACK & ASSOC INC COM
Shares106
Event2026-03-31
Filed2026-05-12
ITOT
0.00%ISHARES CORE S&P TOTAL U.S. STOCK MARKET ETF
Shares115
Event2026-03-31
Filed2026-05-12
KLAC
0.00%KLA CORP COM NEW
Shares11
Event2026-03-31
Filed2026-05-12
IVW
0.00%ISHARES S&P 500 GROWTH ETF
Shares141
Event2026-03-31
Filed2026-05-12
MSTR
0.00%STRATEGY INC CL A NEW
Shares120
Event2026-03-31
Filed2026-05-12
AMP
0.00%AMERIPRISE FINL INC COM
Shares33
Event2026-03-31
Filed2026-05-12
SMFG
0.00%SUMITOMO MITSUI FIN GRP INC SPONSORED ADR
Shares728
Event2026-03-31
Filed2026-05-12
MET
0.00%METLIFE INC COM
Shares200
Event2026-03-31
Filed2026-05-12
GTLS
0.00%CHART INDS INC COM
Shares65
Event2026-03-31
Filed2026-05-12
DAL
0.00%DELTA AIR LINES INC COM NEW
Shares200
Event2026-03-31
Filed2026-05-12
TTC
0.00%TORO CO COM
Shares142
Event2026-03-31
Filed2026-05-12
LMBS
0.00%FIRST TRUST LOW DURATION OPPORTUNITIES ETF
Shares255
Event2026-03-31
Filed2026-05-12
RACE
0.00%FERRARI N V COM
Shares37
Event2026-03-31
Filed2026-05-12
IHF
0.00%ISHARES U.S. HEALTHCARE PROVIDERS ETF
Shares299
Event2026-03-31
Filed2026-05-12
QNITY ELECTRONICS INC COMMON STOCK
0.00%QNITY ELECTRONICS INC COMMON STOCK
Shares106
Event2026-03-31
Filed2026-05-12
PSLV
NewSPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares500
Event2026-03-31
Filed2026-05-12
BUFF
0.00%INNOVATOR LADDERED ALLOCATION POWER BUFFER ETF
Shares244
Event2026-03-31
Filed2026-05-12
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares178
Event2026-03-31
Filed2026-05-12
VLTO
0.00%VERALTO CORP COM SHS
Shares133
Event2026-03-31
Filed2026-05-12
USB
0.00%US BANCORP COM NEW
Shares225
Event2026-03-31
Filed2026-05-12
EES
0.00%WISDOMTREE U.S. SMALLCAP FUND
Shares199
Event2026-03-31
Filed2026-05-12
FDS
0.00%FACTSET RESH SYS INC COM
Shares51
Event2026-03-31
Filed2026-05-12
SOLSTICE ADVANCED MATLS INC COM SHS
-6.00%SOLSTICE ADVANCED MATLS INC COM SHS
Shares141
Event2026-03-31
Filed2026-05-12
ANGLOGOLD ASHANTI PLC COM SHS
NewANGLOGOLD ASHANTI PLC COM SHS
Shares100
Event2026-03-31
Filed2026-05-12
ALERIAN MLP ETF
0.00%ALERIAN MLP ETF
Shares172
Event2026-03-31
Filed2026-05-12
SIL
NewGLOBAL X SILVER MINERS ETF
Shares100
Event2026-03-31
Filed2026-05-12
TECH
0.00%BIO-TECHNE CORP COM
Shares172
Event2026-03-31
Filed2026-05-12
KMX
0.00%CARMAX INC COM
Shares200
Event2026-03-31
Filed2026-05-12
JOBY
0.00%JOBY AVIATION INC COMMON STOCK
Shares1.0K
Event2026-03-31
Filed2026-05-12
KRE
0.00%STATE STREET SPDR S&P REGIONAL BANKING ETF
Shares125
Event2026-03-31
Filed2026-05-12
WAT
NewWATERS CORP COM
Shares27
Event2026-03-31
Filed2026-05-12
VDC
0.00%VANGUARD CONSUMER STAPLES ETF
Shares35
Event2026-03-31
Filed2026-05-12
FINX
0.00%GLOBAL X FINTECH ETF
Shares325
Event2026-03-31
Filed2026-05-12
GM
0.00%GENERAL MTRS CO COM
Shares100
Event2026-03-31
Filed2026-05-12
BAX
0.00%BAXTER INTL INC COM
Shares435
Event2026-03-31
Filed2026-05-12
XMHQ
0.00%INVESCO S&P MIDCAP QUALITY ETF
Shares68
Event2026-03-31
Filed2026-05-12
STM
0.00%STMICROELECTRONICS N V NY REGISTRY
Shares200
Event2026-03-31
Filed2026-05-12
EEM
0.00%ISHARES MSCI EMERGING MARKETS ETF
Shares120
Event2026-03-31
Filed2026-05-12
SCHZ
0.70%SCHWAB US AGGREGATE BOND ETF
Shares289
Event2026-03-31
Filed2026-05-12
BANR
0.00%BANNER CORP COM NEW
Shares110
Event2026-03-31
Filed2026-05-12
SYK
0.00%STRYKER CORPORATION COM
Shares20
Event2026-03-31
Filed2026-05-12
OGN
-0.18%ORGANON & CO COMMON STOCK
Shares1.1K
Event2026-03-31
Filed2026-05-12
URI
0.00%UNITED RENTALS INC COM
Shares9
Event2026-03-31
Filed2026-05-12
BIOHAVEN LTD COM
0.00%BIOHAVEN LTD COM
Shares750
Event2026-03-31
Filed2026-05-12
MTD
0.00%METTLER TOLEDO INTERNATIONAL COM
Shares5
Event2026-03-31
Filed2026-05-12
ZM
0.00%ZOOM COMMUNICATIONS INC CL A
Shares75
Event2026-03-31
Filed2026-05-12
IEFA
0.00%ISHARES CORE MSCI EAFE ETF
Shares66
Event2026-03-31
Filed2026-05-12
SILJ
NewAMPLIFY JUNIOR SILVER MINERS ETF
Shares200
Event2026-03-31
Filed2026-05-12
BIL
0.00%STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF
Shares63
Event2026-03-31
Filed2026-05-12
VO
0.00%VANGUARD MID-CAP ETF
Shares20
Event2026-03-31
Filed2026-05-12
RGTI
0.00%RIGETTI COMPUTING INC COMMON STOCK
Shares400
Event2026-03-31
Filed2026-05-12
LIT
0.00%GLOBAL X LITHIUM & BATTERY TECH ETF
Shares75
Event2026-03-31
Filed2026-05-12
IHDG
0.00%WISDOMTREE INTERNATIONAL HEDGED QUALITY DIVIDEND GROWTH FUND
Shares116
Event2026-03-31
Filed2026-05-12
IWM
0.00%ISHARES RUSSELL 2000 ETF
Shares22
Event2026-03-31
Filed2026-05-12
SCHX
0.52%SCHWAB U.S. LARGE-CAP ETF
Shares193
Event2026-03-31
Filed2026-05-12
VGK
0.00%VANGUARD FTSE EUROPE ETF
Shares60
Event2026-03-31
Filed2026-05-12
MSCI
0.00%MSCI INC COM
Shares9
Event2026-03-31
Filed2026-05-12
ISHARES LIFEPATH TARGET DATE 2055 ETF
0.00%ISHARES LIFEPATH TARGET DATE 2055 ETF
Shares126
Event2026-03-31
Filed2026-05-12
IVE
0.00%ISHARES S&P 500 VALUE ETF
Shares22
Event2026-03-31
Filed2026-05-12
GBTC
0.00%GRAYSCALE BITCOIN TRUST ETF
Shares83
Event2026-03-31
Filed2026-05-12
WBD
NewWARNER BROS DISCOVERY INC COM SER A
Shares155
Event2026-03-31
Filed2026-05-12
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares24
Event2026-03-31
Filed2026-05-12
IEMG
0.00%ISHARES CORE MSCI EMERGING MARKETS ETF
Shares60
Event2026-03-31
Filed2026-05-12
VWO
0.00%VANGUARD FTSE EMERGING MARKETS ETF
Shares77
Event2026-03-31
Filed2026-05-12
DVY
0.00%ISHARES SELECT DIVIDEND ETF
Shares27
Event2026-03-31
Filed2026-05-12
RLY
0.00%STATE STREET MULTI-ASSET REAL RETURN ETF
Shares111
Event2026-03-31
Filed2026-05-12
KEY
0.00%KEYCORP COM
Shares200
Event2026-03-31
Filed2026-05-12
GSLC
0.00%TR ACTIVEBETA US LARGE CAP EQUITY ETF
Shares30
Event2026-03-31
Filed2026-05-12
SWKS
0.00%SKYWORKS SOLUTIONS INC COM
Shares70
Event2026-03-31
Filed2026-05-12
MFIC
0.00%MIDCAP FINANCIAL INVSTMNT CORP COM NEW
Shares333
Event2026-03-31
Filed2026-05-12
VXF
0.00%VANGUARD EXTENDED MARKET ETF
Shares17
Event2026-03-31
Filed2026-05-12
SCHM
0.00%SCHWAB U.S. MID-CAP ETF
Shares108
Event2026-03-31
Filed2026-05-12
CAVA
0.00%CAVA
Shares40
Event2026-03-31
Filed2026-05-12
PYPL
0.00%PAYPAL HLDGS INC COM
Shares68
Event2026-03-31
Filed2026-05-12
GSIE
0.00%GOLDMAN SACHS ACTIVEBETA INTERNATIONAL EQUITY ETF
Shares69
Event2026-03-31
Filed2026-05-12
HIGHLANDER SILVER CORP COM
NewHIGHLANDER SILVER CORP COM
Shares500
Event2026-03-31
Filed2026-05-12
UNG
0.00%UNITED STATES NATURAL GAS FUND LP
Shares240
Event2026-03-31
Filed2026-05-12
GEM
0.00%GOLDMAN SACHS ACTIVEBETA EMERGING MARKETS EQUITY ETF
Shares65
Event2026-03-31
Filed2026-05-12
BLKB
0.00%BLACKBAUD INC COM
Shares72
Event2026-03-31
Filed2026-05-12
LRGF
0.00%ISHARES U.S. EQUITY FACTOR ETF
Shares40
Event2026-03-31
Filed2026-05-12
PDBC
0.00%INVESCO OPTIMUM YIELD DIVERSIFIED COMMODITY STRATEGY NO K-1 ETF
Shares146
Event2026-03-31
Filed2026-05-12
BABA
0.00%ALIBABA GROUP HLDG LTD SPONSORED ADS
Shares20
Event2026-03-31
Filed2026-05-12
SNAP
0.00%SNAP INC CL A
Shares500
Event2026-03-31
Filed2026-05-12
TRC
0.00%TEJON RANCH CO COM
Shares120
Event2026-03-31
Filed2026-05-12
CRON
0.00%CRONOS GROUP INC COM
Shares900
Event2026-03-31
Filed2026-05-12
MTSI
NewMACOM TECH SOLUTIONS HLDGS INC COM
Shares10
Event2026-03-31
Filed2026-05-12
IONS
0.00%IONIS PHARMACEUTICALS INC COM
Shares28
Event2026-03-31
Filed2026-05-12
D
0.00%DOMINION ENERGY INC COM
Shares34
Event2026-03-31
Filed2026-05-12
NTES
0.00%NETEASE COM INC SPONSORED ADS
Shares18
Event2026-03-31
Filed2026-05-12
OKLO
0.00%OKLO INC COM CL A
Shares40
Event2026-03-31
Filed2026-05-12
NULV
0.00%NUVEEN ESG LARGE-CAP VALUE ETF
Shares42
Event2026-03-31
Filed2026-05-12
GENPREX INC COM NEW
0.00%GENPREX INC COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-12
NB
0.00%NIOCORP DEVS LTD COM NEW
Shares400
Event2026-03-31
Filed2026-05-12
OABI
0.00%OMNIAB INC COM
Shares980
Event2026-03-31
Filed2026-05-12
CNNE
0.00%CANNAE HLDGS INC COM
Shares130
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP COM
0.00%THE CIGNA GROUP COM
Shares5
Event2026-03-31
Filed2026-05-12
HPE
0.00%HEWLETT PACKARD ENTERPRISE CO COM
Shares55
Event2026-03-31
Filed2026-05-12
INTU
0.00%INTUIT COM
Shares3
Event2026-03-31
Filed2026-05-12
GDXJ
0.00%VANECK JUNIOR GOLD MINERS ETF
Shares10
Event2026-03-31
Filed2026-05-12
SHOP
0.00%SHOPIFY INC CL A SUB VTG SHS
Shares10
Event2026-03-31
Filed2026-05-12
FCEL
0.00%FUELCELL ENERGY INC COM NEW
Shares167
Event2026-03-31
Filed2026-05-12
FTGC
0.00%FIRST TRUST GLOBAL TACTICAL COMMODITY STRATEGY FUND
Shares38
Event2026-03-31
Filed2026-05-12
BHF
0.00%BRIGHTHOUSE FINL INC COM
Shares18
Event2026-03-31
Filed2026-05-12
ETHE
0.00%GRAYSCALE ETHEREUM STAKING ETF
Shares63
Event2026-03-31
Filed2026-05-12
USHY
0.00%ISHARES BROAD USD HIGH YIELD CORPORATE BOND ETF
Shares29
Event2026-03-31
Filed2026-05-12
MDB
0.00%MONGODB INC CL A
Shares4
Event2026-03-31
Filed2026-05-12
HOOD
0.00%ROBINHOOD MKTS INC COM CL A
Shares14
Event2026-03-31
Filed2026-05-12
DPST
0.00%DIREXION DAILY REGIONAL BANKS BULL 3X SHARES
Shares10
Event2026-03-31
Filed2026-05-12
MAYS
0.00%MAYS J W INC COM
Shares24
Event2026-03-31
Filed2026-05-12
WEC ENERGY GROUP INC COM
0.00%WEC ENERGY GROUP INC COM
Shares8
Event2026-03-31
Filed2026-05-12
S
0.00%SENTINELONE INC CL A
Shares68
Event2026-03-31
Filed2026-05-12
FLO
0.00%FLOWERS FOODS INC COM
Shares100
Event2026-03-31
Filed2026-05-12
CHWY
0.00%CHEWY INC CL A
Shares25
Event2026-03-31
Filed2026-05-12
VTV
0.00%VANGUARD VALUE ETF
Shares3
Event2026-03-31
Filed2026-05-12
NYXH
0.00%NYXOAH S A SHS
Shares200
Event2026-03-31
Filed2026-05-12
RIVN
171.43%RIVIAN AUTOMOTIVE INC COM CL A
Shares38
Event2026-03-31
Filed2026-05-12
FNDA
0.00%SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF
Shares17
Event2026-03-31
Filed2026-05-12
HEDJ
0.00%WISDOMTREE EUROPE HEDGED EQUITY FUND
Shares11
Event2026-03-31
Filed2026-05-12
TRVG
0.00%TRIVAGO N V SPON ADS A SHS N
Shares200
Event2026-03-31
Filed2026-05-12
SPMD
0.00%STATE STREET SPDR PORTFOLIO S&P 400 MID CAP ETF
Shares9
Event2026-03-31
Filed2026-05-12
ULTA
0.00%ULTA BEAUTY INC COM
Shares1
Event2026-03-31
Filed2026-05-12
MNKD
100.00%MANNKIND CORP COM NEW
Shares200
Event2026-03-31
Filed2026-05-12
GRAYSCALE BITCOIN MINI TRUST ETF
0.00%GRAYSCALE BITCOIN MINI TRUST ETF
Shares16
Event2026-03-31
Filed2026-05-12
NLOP
0.00%NET LEASE OFFICE PROPERTIES COM
Shares40
Event2026-03-31
Filed2026-05-12
MRNA
0.00%MODERNA INC COM
Shares9
Event2026-03-31
Filed2026-05-12
EWU
-9.09%ISHARES MSCI UNITED KINGDOM ETF
Shares10
Event2026-03-31
Filed2026-05-12
BLOK
0.00%AMPLIFY BLOCKCHAIN TECHNOLOGY ETF
Shares7
Event2026-03-31
Filed2026-05-12
SCCO
NewSOUTHERN COPPER CORP COM
Shares2
Event2026-03-31
Filed2026-05-12
LULU
0.00%LULULEMON ATHLETICA INC COM
Shares2
Event2026-03-31
Filed2026-05-12
PLUG
0.00%PLUG PWR INC COM NEW
Shares133
Event2026-03-31
Filed2026-05-12
MBB
0.00%ISHARES MBS ETF
Shares3
Event2026-03-31
Filed2026-05-12
DXC
0.00%DXC TECHNOLOGY CO COM
Shares21
Event2026-03-31
Filed2026-05-12
LBRDA
0.00%LIBERTY BROADBAND CORP COM SER A
Shares5
Event2026-03-31
Filed2026-05-12
WAB
0.00%WABTEC COM
Shares1
Event2026-03-31
Filed2026-05-12
AFRM
0.00%AFFIRM HLDGS INC COM CL A
Shares5
Event2026-03-31
Filed2026-05-12
CANOPY GROWTH CORPORATION COM NEW
0.00%CANOPY GROWTH CORPORATION COM NEW
Shares234
Event2026-03-31
Filed2026-05-12
VODAFONE GROUP PLC SPONSORED ADR
0.00%VODAFONE GROUP PLC SPONSORED ADR
Shares14
Event2026-03-31
Filed2026-05-12
VCSH
0.00%VANGUARD SHORT-TERM CORPORATE BOND ETF
Shares2
Event2026-03-31
Filed2026-05-12
VXUS
0.00%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares2
Event2026-03-31
Filed2026-05-12
TILRAY BRANDS INC COM
0.00%TILRAY BRANDS INC COM
Shares22
Event2026-03-31
Filed2026-05-12
EAD
0.00%ALLSPRING INCOME OPPORTUNIT INC OPPTY FD
Shares19
Event2026-03-31
Filed2026-05-12
VGIT
0.00%VANGUARD INTERMEDIATE-TERM TREASURY ETF
Shares2
Event2026-03-31
Filed2026-05-12
ETH
0.00%GRAYSCALE ETHEREUM STAKING MINI ETF
Shares6
Event2026-03-31
Filed2026-05-12
VGSH
0.00%VANGUARD SHORT-TERM TREASURY ETF
Shares2
Event2026-03-31
Filed2026-05-12
OMAB
0.00%GRUPO AEROPORTUARIO DEL CENTRO SPON ADR
Shares1
Event2026-03-31
Filed2026-05-12
LUMN
0.00%LUMEN TECHNOLOGIES INC COM
Shares16
Event2026-03-31
Filed2026-05-12
IGIB
0.00%ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF
Shares2
Event2026-03-31
Filed2026-05-12
TD
0.00%TORONTO DOMINION BK ONT COM NEW
Shares1
Event2026-03-31
Filed2026-05-12
KVUE
0.00%KENVUE INC COM
Shares5
Event2026-03-31
Filed2026-05-12
CORE LABORATORIES INC COM
0.00%CORE LABORATORIES INC COM
Shares4
Event2026-03-31
Filed2026-05-12
NNVC
NewNANOVIRICIDES INC COM
Shares72
Event2026-03-31
Filed2026-05-12
RELX
0.00%RELX PLC SPONSORED ADR
Shares2
Event2026-03-31
Filed2026-05-12
GLIBA
0.00%GCI LIBERTY INC COM SER A
Shares1
Event2026-03-31
Filed2026-05-12
EMBC
0.00%EMBECTA CORP COMMON STOCK
Shares4
Event2026-03-31
Filed2026-05-12
NVNI
0.00%NVNI GROUP LIMITED ORD SHS NEW
Shares28
Event2026-03-31
Filed2026-05-12
STVN
0.00%STEVANATO GROUP S P A ORD SHS
Shares2
Event2026-03-31
Filed2026-05-12
KALA
0.00%KALA BIO INC COM NEW
Shares153
Event2026-03-31
Filed2026-05-12
GME
0.00%GAMESTOP CORP CL A
Shares1
Event2026-03-31
Filed2026-05-12
PCG
0.00%PG&E CORP COM
Shares1
Event2026-03-31
Filed2026-05-12
LSTA
0.00%LISATA THERAPEUTICS INC COM
Shares3
Event2026-03-31
Filed2026-05-12
AURORA CANNABIS INC COM
0.00%AURORA CANNABIS INC COM
Shares4
Event2026-03-31
Filed2026-05-12
BITO
NewPROSHARES BITCOIN ETF
SharesN/A
Event2026-03-31
Filed2026-05-12
ICSH
NewISHARES ULTRA SHORT DURATION BOND ACTIVE ETF
SharesN/A
Event2026-03-31
Filed2026-05-12
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