Sponsored
The Analysis of Chung Wu Investment Group, LLC's Holdings & P&L
Currently, Chung Wu Investment Group, LLC holds 259 types of securities in its portfolio with a total value $116.1M. In the most recent quarter, they have increased their positions in SPYI (+23.4K shares, valued at $1.2M), SPUU (+3.6K shares, valued at $595.3K), BE (+4.2K shares, valued at $562.3K); decreased their positions in GDXJ (-9.1K shares, valued at $1.1M), AMZN (-3.0K shares, valued at $620.6K), OKE (-6.5K shares, valued at $583.9K); initiated new positions in BE (+4.2K shares, valued at $562.3K), N/A (+22.9K shares, valued at $537.2K), KRMN (+5.8K shares, valued at $466.7K).
1M P&L
+8.4M+7.04%
3M P&L
+15.7M+13.90%
HY P&L
+22.1M+20.78%
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/A43.8M
39.1%
2Semiconductors7.0M
6.3%
3Software - Infrastructure6.0M
5.4%
Top Industries by Stock Count
1N/A68 stocks
28.2%
2Semiconductors10 stocks
4.1%
3Biotechnology10 stocks
4.1%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
ALPHABET INCORPORATED CAP STK CLASS C ALPHABET INCORPORATED CAP STK CLASS C2.4K shares172.41%2026-03-312026-05-12
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS SOLSTICE ADVANCED MATLS INCORPORATED COM SHS8.4K shares0.00%2026-03-312026-05-12
Sponsored
ROUNDHILL TSLA WEEKLYPAY ETF ROUNDHILL TSLA WEEKLYPAY ETF22.9K sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
DUKE ENERGY CORPORATION NEW COM NEW DUKE ENERGY CORPORATION NEW COM NEW1.8K shares-11.30%2026-03-312026-05-12
Sponsored
Sponsored
ALPHABET INCORPORATED CAP STK CLASS A ALPHABET INCORPORATED CAP STK CLASS A580 shares0.00%2026-03-312026-05-12
Sponsored
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW300 shares0.00%2026-03-312026-05-12
Sponsored
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW150 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
KOID KRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE800 sharesnew addition2026-03-312026-05-12
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK200 shares0.00%2026-03-312026-05-12
Sponsored
Sponsored
INTEGRA RES CORPORATION (CANADA) INTEGRA RES CORPORATION (CANADA)1.0K shares0.00%2026-03-312026-05-12
Sponsored
RAMACO RES INCORPORATED COM CLASS A RAMACO RES INCORPORATED COM CLASS A100 sharesnew addition2026-03-312026-05-12
Sponsored
IVV
-1.42%ISHARES TR CORE S&P500 ETF
Shares15.9K
Event2026-03-31
Filed2026-05-12
SPYI
19.61%NEOS S&P 500 HIGH INCOME ETF
Shares142.9K
Event2026-03-31
Filed2026-05-12
DIA
-1.69%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF
Shares15.1K
Event2026-03-31
Filed2026-05-12
QQQI
8.09%NEOS NASDAQ 100 HIGH INCOME ETF
Shares123.7K
Event2026-03-31
Filed2026-05-12
MSFT
-3.45%MICROSOFT CORPORATION
Shares16.2K
Event2026-03-31
Filed2026-05-12
AAPL
-2.88%APPLE INCORPORATED
Shares20.3K
Event2026-03-31
Filed2026-05-12
JPM
-5.39%JPMORGAN CHASE & COMPANY
Shares15.4K
Event2026-03-31
Filed2026-05-12
MU
10.78%MICRON TECHNOLOGY INCORPORATED
Shares10.1K
Event2026-03-31
Filed2026-05-12
EOS
-0.82%EATON VANCE ENHANCED EQUITY IN
Shares157.3K
Event2026-03-31
Filed2026-05-12
NVDA
-0.30%NVIDIA CORPORATION
Shares16.7K
Event2026-03-31
Filed2026-05-12
AM
-1.50%ANTERO MIDSTREAM CORPORATION
Shares125.0K
Event2026-03-31
Filed2026-05-12
XOM
2.95%EXXON MOBIL CORPORATION
Shares15.4K
Event2026-03-31
Filed2026-05-12
SPY
0.00%STATE STREET SPDR S&P 500 ETF TRUST
Shares3.9K
Event2026-03-31
Filed2026-05-12
MTZ
-3.58%MASTEC INCORPORATED
Shares6.7K
Event2026-03-31
Filed2026-05-12
GEV
-5.72%GE VERNOVA INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-12
GS
-12.18%GOLDMAN SACHS GROUP INCORPORATED
Shares1.9K
Event2026-03-31
Filed2026-05-12
AAOI
-14.65%APPLIED OPTOELECTRONICS INCORPORATED
Shares18.7K
Event2026-03-31
Filed2026-05-12
ABBV
-16.78%ABBVIE INCORPORATED
Shares6.9K
Event2026-03-31
Filed2026-05-12
MS
-7.52%MORGAN STANLEY COM NEW
Shares9.0K
Event2026-03-31
Filed2026-05-12
LITE
-15.83%LUMENTUM HLDGS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-12
SPG
-1.32%SIMON PROPERTY GROUP INCORPORATED NEW REIT
Shares7.5K
Event2026-03-31
Filed2026-05-12
V
-3.35%VISA INCORPORATED COM CLASS A
Shares4.3K
Event2026-03-31
Filed2026-05-12
CVX
55.25%CHEVRON CORPORATION
Shares5.6K
Event2026-03-31
Filed2026-05-12
IYY
38.31%ISHARES TR DOW JONES US ETF
Shares7.2K
Event2026-03-31
Filed2026-05-12
GE AEROSPACE COM NEW
2.57%GE AEROSPACE COM NEW
Shares3.8K
Event2026-03-31
Filed2026-05-12
HD
-1.31%HOME DEPOT INCORPORATED
Shares3.2K
Event2026-03-31
Filed2026-05-12
MA
-4.34%MASTERCARD INCORPORATED CLASS A
Shares2.1K
Event2026-03-31
Filed2026-05-12
ALLY
-26.55%ALLY FINL INCORPORATED
Shares25.6K
Event2026-03-31
Filed2026-05-12
UNH
-30.94%UNITEDHEALTH GROUP INCORPORATED
Shares3.5K
Event2026-03-31
Filed2026-05-12
PAA
0.00%PLAINS ALL AMERN PIPELINE L P UNIT LTD PARTN
Shares39.5K
Event2026-03-31
Filed2026-05-12
SPUU
246.58%DIREXION DAILY S&P 500 BULL 2X SHARES
Shares5.1K
Event2026-03-31
Filed2026-05-12
JEPQ
6.42%JPMORGAN NASDAQ EQUITY PREMIUM INCOME ETF
Shares14.9K
Event2026-03-31
Filed2026-05-12
VST
-11.18%VISTRA CORPORATION
Shares5.5K
Event2026-03-31
Filed2026-05-12
CCJ
3.06%CAMECO CORPORATION (CANADA)
Shares6.7K
Event2026-03-31
Filed2026-05-12
ALPHABET INCORPORATED CAP STK CLASS C
172.41%ALPHABET INCORPORATED CAP STK CLASS C
Shares2.4K
Event2026-03-31
Filed2026-05-12
USD
-23.30%PROSHARES ULTRA SEMICONDUCTORS
Shares14.0K
Event2026-03-31
Filed2026-05-12
ET
-4.16%ENERGY TRANSFER L P COM UT LTD PTN
Shares34.1K
Event2026-03-31
Filed2026-05-12
SOLSTICE ADVANCED MATLS INCORPORATED COM SHS
0.00%SOLSTICE ADVANCED MATLS INCORPORATED COM SHS
Shares8.4K
Event2026-03-31
Filed2026-05-12
EOG
-9.29%EOG RES INCORPORATED
Shares4.2K
Event2026-03-31
Filed2026-05-12
VIK
-7.12%VIKING HOLDINGS LIMITED ORD SHS (BERMUDA)
Shares7.7K
Event2026-03-31
Filed2026-05-12
BE
NewBLOOM ENERGY CORPORATION COM CLASS A
Shares4.2K
Event2026-03-31
Filed2026-05-12
ROUNDHILL TSLA WEEKLYPAY ETF
NewROUNDHILL TSLA WEEKLYPAY ETF
Shares22.9K
Event2026-03-31
Filed2026-05-12
ETR
0.00%ENTERGY CORPORATION NEW
Shares4.7K
Event2026-03-31
Filed2026-05-12
SCCO
800.31%SOUTHERN COPPER CORPORATION
Shares2.9K
Event2026-03-31
Filed2026-05-12
OKE
-53.79%ONEOK INCORPORATED NEW
Shares5.5K
Event2026-03-31
Filed2026-05-12
HON
94.14%HONEYWELL INTERNATIONAL INCORPORATED
Shares2.2K
Event2026-03-31
Filed2026-05-12
MPLX
0.00%MPLX LP COM UNIT REP LTD
Shares8.5K
Event2026-03-31
Filed2026-05-12
KRMN
NewKARMAN HLDGS INCORPORATED COMMON STOCK
Shares5.8K
Event2026-03-31
Filed2026-05-12
INVESCO QQQ TRUST
0.00%INVESCO QQQ TRUST
Shares800
Event2026-03-31
Filed2026-05-12
STLD
NewSTEEL DYNAMICS INCORPORATED
Shares2.5K
Event2026-03-31
Filed2026-05-12
ZIM
1026.67%ZIM INTEGRATED SHIPPING SERV SHS (ISRAEL)
Shares16.9K
Event2026-03-31
Filed2026-05-12
TTWO
25.00%TAKE-TWO INTERACTIVE SOFTWARE
Shares2.0K
Event2026-03-31
Filed2026-05-12
KMI
-2.49%KINDER MORGAN INCORPORATED DEL
Shares11.8K
Event2026-03-31
Filed2026-05-12
BAC
0.00%BANK AMERICA CORPORATION
Shares8.0K
Event2026-03-31
Filed2026-05-12
KGS
NewKODIAK GAS SVCS INCORPORATED
Shares6.5K
Event2026-03-31
Filed2026-05-12
CAT
NewCATERPILLAR INCORPORATED
Shares520
Event2026-03-31
Filed2026-05-12
COST
0.00%COSTCO WHOLESALE CORPORATION
Shares350
Event2026-03-31
Filed2026-05-12
TQQQ
-51.57%PROSHARES TR ULTRAPRO QQQ
Shares8.3K
Event2026-03-31
Filed2026-05-12
EXPE
0.00%EXPEDIA GROUP INCORPORATED COM NEW
Shares1.5K
Event2026-03-31
Filed2026-05-12
WMT
0.00%WALMART INCORPORATED
Shares2.7K
Event2026-03-31
Filed2026-05-12
RDDT
NewREDDIT INCORPORATED CLASS A
Shares2.5K
Event2026-03-31
Filed2026-05-12
HWM
-39.13%HOWMET AEROSPACE INCORPORATED
Shares1.4K
Event2026-03-31
Filed2026-05-12
CF
NewCF INDUSTRIES HOLD
Shares2.4K
Event2026-03-31
Filed2026-05-12
PFFA
-12.57%VIRTUS INFRACAP U.S. PREFERRED STOCK ETF
Shares15.3K
Event2026-03-31
Filed2026-05-12
NVDY
NewYIELDMAX NVDA OPTION INCOME STRATEGY ETF
Shares23.6K
Event2026-03-31
Filed2026-05-12
META
-65.36%META PLATFORMS INCORPORATED CLASS A
Shares530
Event2026-03-31
Filed2026-05-12
DY
NewDYCOM INDUSTRIES INCORPORATED
Shares880
Event2026-03-31
Filed2026-05-12
FLR
89.66%FLUOR CORPORATION
Shares6.3K
Event2026-03-31
Filed2026-05-12
PVLA
-11.54%PALVELLA THERAPEUTICS INCORPORATED NEW
Shares2.3K
Event2026-03-31
Filed2026-05-12
SEI
25.00%SOLARIS ENERGY INFRAS INCORPORATED COM CLASS A
Shares5.0K
Event2026-03-31
Filed2026-05-12
SYM
NewSYMBOTIC INCORPORATED CLASS A COM
Shares5.2K
Event2026-03-31
Filed2026-05-12
TSM
-6.25%TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS (TAIWAN)
Shares750
Event2026-03-31
Filed2026-05-12
ITA
522.22%ISHARES TR US AER DEF ETF
Shares1.1K
Event2026-03-31
Filed2026-05-12
HUBS
NewHUBSPOT INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-12
CRDO
NewCREDO TECHNOLOGY GROUP HOLDING ORDINARY SHARES
Shares2.5K
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORPORATION NEW COM NEW
-11.30%DUKE ENERGY CORPORATION NEW COM NEW
Shares1.8K
Event2026-03-31
Filed2026-05-12
NFLX
-59.32%NETFLIX INCORPORATED.
Shares2.4K
Event2026-03-31
Filed2026-05-12
NEE
0.00%NEXTERA ENERGY INCORPORATED
Shares2.4K
Event2026-03-31
Filed2026-05-12
LOW
0.00%LOWES COMPANIES INCORPORATED
Shares875
Event2026-03-31
Filed2026-05-12
SRRK
NewSCHOLAR ROCK HLDG CORPORATION
Shares4.2K
Event2026-03-31
Filed2026-05-12
VLO
5.06%VALERO ENERGY CORPORATION
Shares830
Event2026-03-31
Filed2026-05-12
RTX
0.00%RTX CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-12
RACE
NewFERRARI N V (NETHERLANDS)
Shares600
Event2026-03-31
Filed2026-05-12
LB
NewLANDBRIDGE COMPANY LLC CLASS A
Shares2.9K
Event2026-03-31
Filed2026-05-12
NTRA
0.00%NATERA INCORPORATED
Shares1.0K
Event2026-03-31
Filed2026-05-12
RING
NewISHARES INCORPORATED MSCI GBL GOLD MN
Shares2.5K
Event2026-03-31
Filed2026-05-12
DNTH
NewDIANTHUS THERAPEUTICS INCORPORATED
Shares2.3K
Event2026-03-31
Filed2026-05-12
HTGC
0.00%HERCULES CAPITAL INCORPORATED
Shares13.0K
Event2026-03-31
Filed2026-05-12
ROK
-69.10%ROCKWELL AUTOMATION INCORPORATED
Shares530
Event2026-03-31
Filed2026-05-12
JEPI
737.50%JPMORGAN EQUITY PREMIUM INCOME ETF
Shares3.4K
Event2026-03-31
Filed2026-05-12
ALPHABET INCORPORATED CAP STK CLASS A
0.00%ALPHABET INCORPORATED CAP STK CLASS A
Shares580
Event2026-03-31
Filed2026-05-12
NLR
0.00%VANECK URANIUM AND NUCLEAR ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
SSO
-26.57%PROSHARES ULTRA S&P500
Shares3.0K
Event2026-03-31
Filed2026-05-12
GLD
0.00%SPDR GOLD SHARES
Shares358
Event2026-03-31
Filed2026-05-12
GLW
NewCORNING INCORPORATED
Shares1.1K
Event2026-03-31
Filed2026-05-12
SNDK
104.35%SANDISK CORPORATION
Shares235
Event2026-03-31
Filed2026-05-12
SILJ
NewAMPLIFY JUNIOR SILVER MINERS ETF
Shares5.0K
Event2026-03-31
Filed2026-05-12
REMX
17.14%VANECK RARE EARTH AND STRATEGIC METALS
Shares1.6K
Event2026-03-31
Filed2026-05-12
VCIT
0.00%VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF
Shares1.7K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
0.00%BERKSHIRE HATHAWAY INCORPORATED DEL CLASS B NEW
Shares300
Event2026-03-31
Filed2026-05-12
EXE
NewEXPAND ENERGY CORPORATION
Shares1.2K
Event2026-03-31
Filed2026-05-12
SUN
0.00%SUNOCO LP/SUNOCO FIN CORPORATION COM UT REP LP
Shares1.8K
Event2026-03-31
Filed2026-05-12
TSLA
0.00%TESLA INCORPORATED
Shares300
Event2026-03-31
Filed2026-05-12
TJX
0.00%TJX COMPANIES INCORPORATED NEW
Shares680
Event2026-03-31
Filed2026-05-12
THE CIGNA GROUP
0.00%THE CIGNA GROUP
Shares400
Event2026-03-31
Filed2026-05-12
MYI
0.00%BLACKROCK MUNIYIELD QUALITY FD
Shares10.0K
Event2026-03-31
Filed2026-05-12
AMZN
-85.63%AMAZON COM INCORPORATED
Shares500
Event2026-03-31
Filed2026-05-12
TSLL
-69.23%DIREXION DAILY TSLA BULL 2X SHARES
Shares8.0K
Event2026-03-31
Filed2026-05-12
SLF
0.00%SUN LIFE FINANCIAL INCORPORATED. (CANADA)
Shares1.6K
Event2026-03-31
Filed2026-05-12
EPD
0.00%ENTERPRISE PRODUCTS PARTNERS L P
Shares2.5K
Event2026-03-31
Filed2026-05-12
VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
0.00%VANGUARD INDEX FUNDS S&P 500 ETF SHS NEW
Shares150
Event2026-03-31
Filed2026-05-12
J
0.00%JACOBS SOLUTIONS INCORPORATED
Shares702
Event2026-03-31
Filed2026-05-12
LDOS
0.00%LEIDOS HOLDINGS INCORPORATED
Shares550
Event2026-03-31
Filed2026-05-12
DXYZ
NewDESTINY TECH100 INCORPORATED COM SHS
Shares3.0K
Event2026-03-31
Filed2026-05-12
MMKT
-20.00%TEXAS CAPITAL GOVERNMENT MONEY MARKET ETF
Shares800
Event2026-03-31
Filed2026-05-12
DDM
-77.61%PROSHARES ULTRA DOW30
Shares1.5K
Event2026-03-31
Filed2026-05-12
MQY
0.00%BLACKROCK MUNIYILD QULT FD INCORPORATED
Shares7.0K
Event2026-03-31
Filed2026-05-12
TYRA
0.00%TYRA BIOSCIENCES INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-12
AMD
-77.88%ADVANCED MICRO DEVICES INCORPORATED
Shares375
Event2026-03-31
Filed2026-05-12
NVG
0.00%NUVEEN AMT FREE MUN CR INCORPORATED FD
Shares6.0K
Event2026-03-31
Filed2026-05-12
CSCO
0.00%CISCO SYSTEMS INCORPORATED
Shares931
Event2026-03-31
Filed2026-05-12
MERCK & COMPANY INCORPORATED
0.00%MERCK & COMPANY INCORPORATED
Shares600
Event2026-03-31
Filed2026-05-12
IGPT
0.00%INVESCO AI AND NEXT GEN SOFTWARE ETF
Shares1.2K
Event2026-03-31
Filed2026-05-12
NAD
0.00%NUVEEN QUALITY MUNCP INCOME FD
Shares6.0K
Event2026-03-31
Filed2026-05-12
NEA
0.00%NUVEEN AMT FREE QLTY MUN INCME
Shares6.0K
Event2026-03-31
Filed2026-05-12
VZ
-18.75%VERIZON COMMUNICATIONS INCORPORATED
Shares1.3K
Event2026-03-31
Filed2026-05-12
CQP
0.00%CHENIERE ENERGY PARTNERS L P COM UNIT
Shares1.0K
Event2026-03-31
Filed2026-05-12
AXP
33.11%AMERICAN EXPRESS COMPANY
Shares201
Event2026-03-31
Filed2026-05-12
EWH
52.94%ISHARES INCORPORATED MSCI HONG KG ETF
Shares2.6K
Event2026-03-31
Filed2026-05-12
TDG
0.00%TRANSDIGM GROUP INCORPORATED
Shares50
Event2026-03-31
Filed2026-05-12
SO
0.00%SOUTHERN COMPANY
Shares600
Event2026-03-31
Filed2026-05-12
NSC
-86.67%NORFOLK SOUTHN CORPORATION
Shares200
Event2026-03-31
Filed2026-05-12
VALE
0.00%VALE S A SPONSORED ADS (BRAZIL)
Shares3.5K
Event2026-03-31
Filed2026-05-12
UCO
NewPROSHARES ULTRA BLOOMBERG CRUDE OIL
Shares1.3K
Event2026-03-31
Filed2026-05-12
KNTK
0.00%KINETIK HOLDINGS INCORPORATED COM NEW CLASS A
Shares1.0K
Event2026-03-31
Filed2026-05-12
LMT
NewLOCKHEED MARTIN CORPORATION
Shares80
Event2026-03-31
Filed2026-05-12
NBIS
350.00%NEBIUS GROUP N.V. SHS CLASS A (NETHERLANDS)
Shares450
Event2026-03-31
Filed2026-05-12
ETG
0.00%EATON VANCE TX ADV GLBL DIV FD
Shares2.3K
Event2026-03-31
Filed2026-05-12
KO
-50.00%COCA COLA COMPANY
Shares600
Event2026-03-31
Filed2026-05-12
FBND
-33.33%FIDELITY TOTAL BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-05-12
BHP
123.88%BHP BILLITON LIMITED SPONSORED ADS (AUSTRALIA)
Shares600
Event2026-03-31
Filed2026-05-12
NEM
-24.53%NEWMONT CORPORATION
Shares400
Event2026-03-31
Filed2026-05-12
XLK
0.00%STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF
Shares316
Event2026-03-31
Filed2026-05-12
PBR
-33.33%PETROLEO BRASILEIRO S A SPONSORED ADR (BRAZIL)
Shares2.0K
Event2026-03-31
Filed2026-05-12
QYLD
0.00%GLOBAL X NASDAQ 100 COVERED CALL ETF
Shares2.3K
Event2026-03-31
Filed2026-05-12
DYN
-28.57%DYNE THERAPEUTICS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-12
FSK
0.00%FS KKR CAP CORPORATION
Shares3.5K
Event2026-03-31
Filed2026-05-12
CNP
0.00%CENTERPOINT ENERGY INCORPORATED
Shares800
Event2026-03-31
Filed2026-05-12
HCA
0.00%HCA HEALTHCARE INCORPORATED
Shares70
Event2026-03-31
Filed2026-05-12
EWBC
0.00%EAST WEST BANCORP INCORPORATED
Shares300
Event2026-03-31
Filed2026-05-12
BDJ
0.00%BLACKROCK ENHANCED EQUITY DIVI
Shares3.6K
Event2026-03-31
Filed2026-05-12
VIR
NewVIR BIOTECHNOLOGY INCORPORATED
Shares3.4K
Event2026-03-31
Filed2026-05-12
LPLA
0.00%LPL FINL HLDGS INCORPORATED
Shares100
Event2026-03-31
Filed2026-05-12
UTHR
-50.00%UNITED THERAPEUTICS CORPORATION DEL
Shares50
Event2026-03-31
Filed2026-05-12
NNN
0.00%NNN REIT INCORPORATED REIT
Shares700
Event2026-03-31
Filed2026-05-12
EXR
0.00%EXTRA SPACE STORAGE INCORPORATED REIT
Shares200
Event2026-03-31
Filed2026-05-12
QCOM
0.00%QUALCOMM INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-12
USFR
0.00%THE WISDOMTREE TRUST FLTG RATE TREASURY FUND
Shares500
Event2026-03-31
Filed2026-05-12
KOID
NewKRANESHARES GLOBAL HUMANOID AND EMBODIED INTELLIGENCE
Shares800
Event2026-03-31
Filed2026-05-12
JHMM
0.00%JOHN HANCOCK MULTIFACTOR MID CAP ETF
Shares366
Event2026-03-31
Filed2026-05-12
TRVI
0.00%TREVI THERAPEUTICS INCORPORATED
Shares2.0K
Event2026-03-31
Filed2026-05-12
FDN
0.00%FIRST TRUST DOW JONES INTERNET INDEX FUND
Shares100
Event2026-03-31
Filed2026-05-12
REGN
0.00%REGENERON PHARMACEUTICALS
Shares30
Event2026-03-31
Filed2026-05-12
BLACKSTONE INCORPORATED
-86.58%BLACKSTONE INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-12
RLI
0.00%RLI CORPORATION
Shares400
Event2026-03-31
Filed2026-05-12
EEM
0.00%ISHARES TR MSCI EMG MKT ETF
Shares400
Event2026-03-31
Filed2026-05-12
MSI
0.00%MOTOROLA SOLUTIONS INCORPORATED COM NEW
Shares50
Event2026-03-31
Filed2026-05-12
MUU
50.00%DIREXION DAILY MU BULL 2X SHARES
Shares180
Event2026-03-31
Filed2026-05-12
SYY
0.00%SYSCO CORPORATION
Shares300
Event2026-03-31
Filed2026-05-12
IWD
0.00%ISHARES TR RUS 1000 VAL ETF
Shares100
Event2026-03-31
Filed2026-05-12
IHF
0.00%ISHARES TR US HLTHCR PR ETF
Shares500
Event2026-03-31
Filed2026-05-12
ADI
0.00%ANALOG DEVICES INCORPORATED
Shares63
Event2026-03-31
Filed2026-05-12
BA
NewBOEING COMPANY
Shares100
Event2026-03-31
Filed2026-05-12
COP
0.00%CONOCOPHILLIPS
Shares150
Event2026-03-31
Filed2026-05-12
FANG
NewDIAMONDBACK ENERGY INCORPORATED
Shares100
Event2026-03-31
Filed2026-05-12
NXPI
0.00%NXP SEMICONDUCTORS N V (NETHERLANDS)
Shares100
Event2026-03-31
Filed2026-05-12
AMTM
0.00%AMENTUM HOLDINGS INCORPORATED
Shares744
Event2026-03-31
Filed2026-05-12
EZU
0.00%ISHARES INCORPORATED MSCI EURZONE ETF
Shares300
Event2026-03-31
Filed2026-05-12
MCD
0.00%MCDONALDS CORPORATION
Shares60
Event2026-03-31
Filed2026-05-12
BMY
0.00%BRISTOL-MYERS SQUIBB COMPANY
Shares300
Event2026-03-31
Filed2026-05-12
NXST
0.00%NEXSTAR MEDIA GROUP INCORPORATED COMMON STOCK
Shares100
Event2026-03-31
Filed2026-05-12
MISL
0.00%FIRST TR EXCHANGE-TRADED FD INDXX AEROSPACE & DEFENSE ETF
Shares400
Event2026-03-31
Filed2026-05-12
MMC
0.00%MARSH & MCLENNAN COMPANIES INCORPORATED
Shares102
Event2026-03-31
Filed2026-05-12
INTC
0.00%INTEL CORPORATION
Shares400
Event2026-03-31
Filed2026-05-12
ABEV
NewAMBEV SA SPONSORED ADR (BRAZIL)
Shares6.0K
Event2026-03-31
Filed2026-05-12
EXPD
0.00%EXPEDITORS INTERNATIONAL WASH INCORPORATED
Shares116
Event2026-03-31
Filed2026-05-12
KDP
0.00%KEURIG DR PEPPER INCORPORATED
Shares600
Event2026-03-31
Filed2026-05-12
PLTR
-96.15%PALANTIR TECHNOLOGIES INCORPORATED CLASS A
Shares100
Event2026-03-31
Filed2026-05-12
CVS
-33.33%CVS HEALTH CORPORATION
Shares200
Event2026-03-31
Filed2026-05-12
SKYY
-60.61%FIRST TRUST ISE CLOUD COMPUTING INDEX FUND
Shares130
Event2026-03-31
Filed2026-05-12
PGR
40.00%PROGRESSIVE CORPORATION
Shares70
Event2026-03-31
Filed2026-05-12
TSLR
0.00%GRANITESHARES 2X LONG TSLA DAILY ETF
Shares650
Event2026-03-31
Filed2026-05-12
FN
NewFABRINET SHS (CAYMAN ISLANDS)
Shares25
Event2026-03-31
Filed2026-05-12
XLU
0.00%STATE STREET UTILITIES SELECT SECTOR SPDR ETF
Shares260
Event2026-03-31
Filed2026-05-12
APLD
-37.50%APPLIED DIGITAL CORPORATION COM NEW
Shares500
Event2026-03-31
Filed2026-05-12
TRV
0.00%TRAVELERS COMPANIES INCORPORATED
Shares40
Event2026-03-31
Filed2026-05-12
BARON FIRST PRINCIPLES ETF
NewBARON FIRST PRINCIPLES ETF
Shares500
Event2026-03-31
Filed2026-05-12
CARR
33.33%CARRIER GLOBAL CORPORATION
Shares200
Event2026-03-31
Filed2026-05-12
ABT
0.00%ABBOTT LABORATORIES
Shares108
Event2026-03-31
Filed2026-05-12
AFL
0.00%AFLAC INCORPORATED
Shares100
Event2026-03-31
Filed2026-05-12
XLG
0.00%INVESCO S&P 500 TOP 50 ETF
Shares200
Event2026-03-31
Filed2026-05-12
BIP
0.00%BROOKFIELD INFRASTRUCTURE PART LP INT UNIT (BERMUDA)
Shares300
Event2026-03-31
Filed2026-05-12
STAG
0.00%STAG INDUSTRIAL INCORPORATED REIT
Shares300
Event2026-03-31
Filed2026-05-12
QTUM
NewDEFIANCE QUANTUM ETF
Shares100
Event2026-03-31
Filed2026-05-12
INR
-76.92%INFINITY NAT RES INCORPORATED COM CLASS A
Shares600
Event2026-03-31
Filed2026-05-12
KYN
0.00%KAYNE ANDERSON ENERGY INFRSTR
Shares719
Event2026-03-31
Filed2026-05-12
IRM
0.00%IRON MTN INCORPORATED DEL REIT
Shares100
Event2026-03-31
Filed2026-05-12
IJK
0.00%ISHARES TR S&P MC 400GR ETF
Shares100
Event2026-03-31
Filed2026-05-12
IWM
0.00%ISHARES TR RUSSELL 2000 ETF
Shares40
Event2026-03-31
Filed2026-05-12
PANW
-96.39%PALO ALTO NETWORKS INCORPORATED
Shares60
Event2026-03-31
Filed2026-05-12
CVNA
0.00%CARVANA COMPANY CLASS A
Shares30
Event2026-03-31
Filed2026-05-12
TRFK
0.00%PACER FDS TR DATA & DIGITAL REVOLUTION ETF
Shares150
Event2026-03-31
Filed2026-05-12
IJT
0.00%ISHARES TR S&P SML 600 GWT
Shares62
Event2026-03-31
Filed2026-05-12
TSHA
-50.00%TAYSHA GENE THERAPIES INCORPORATED COM SHS
Shares2.0K
Event2026-03-31
Filed2026-05-12
NOG
0.00%NORTHERN OIL & GAS INCORPORATED
Shares300
Event2026-03-31
Filed2026-05-12
AMDL
0.00%GRANITESHARES 2X LONG AMD DAILY ETF
Shares700
Event2026-03-31
Filed2026-05-12
XLY
0.00%STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR
Shares78
Event2026-03-31
Filed2026-05-12
QQQU
0.00%DIREXION DAILY MAGNIFICENT 7 BULL 2X SHARES
Shares200
Event2026-03-31
Filed2026-05-12
DTCR
NewGLOBAL X DATA CENTER & DIGITAL INFRASTRUCTURE ETF
Shares330
Event2026-03-31
Filed2026-05-12
EFC
0.00%ELLINGTON FINANCIAL INCORPORATED REIT
Shares600
Event2026-03-31
Filed2026-05-12
STM
0.00%STMICROELECTRONICS N V NY REGISTRY (NETHERLANDS)
Shares200
Event2026-03-31
Filed2026-05-12
FLC
0.00%FLAHERTY & CRUMRINE TOTAL RETU
Shares400
Event2026-03-31
Filed2026-05-12
CCIF
NewCARLYLE CREDIT INCOME FUND SHS BEN INT
Shares2.0K
Event2026-03-31
Filed2026-05-12
GDXJ
-99.45%VANECK JUNIOR GOLD MINERS ETF
Shares50
Event2026-03-31
Filed2026-05-12
PRN
0.00%INVESCO DWA INDUSTRIALS MOMENTUM ETF
Shares30
Event2026-03-31
Filed2026-05-12
PFE
0.00%PFIZER INCORPORATED
Shares200
Event2026-03-31
Filed2026-05-12
GPC
NewGENUINE PARTS COMPANY
Shares50
Event2026-03-31
Filed2026-05-12
VIXM
0.00%PROSHARES TRUST II VIX MID TERM FUTURES ETF
Shares300
Event2026-03-31
Filed2026-05-12
OKLO
-61.54%OKLO INCORPORATED COM CLASS A
Shares100
Event2026-03-31
Filed2026-05-12
HRZN
0.00%HORIZON TECHNOLOGY FIN CORPORATION
Shares1.1K
Event2026-03-31
Filed2026-05-12
SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK
0.00%SIRIUSXM HOLDINGS INCORPORATED COMMON STOCK
Shares200
Event2026-03-31
Filed2026-05-12
AIR
NewAAR CORPORATION
Shares40
Event2026-03-31
Filed2026-05-12
ALNY
0.00%ALNYLAM PHARMACEUTICALS INCORPORATED
Shares13
Event2026-03-31
Filed2026-05-12
DX
0.00%DYNEX CAP INCORPORATED REIT
Shares333
Event2026-03-31
Filed2026-05-12
IJJ
0.00%ISHARES TR S&P MC 400VL ETF
Shares32
Event2026-03-31
Filed2026-05-12
BLACKROCK INCORPORATED
-50.00%BLACKROCK INCORPORATED
Shares4
Event2026-03-31
Filed2026-05-12
AB
NewALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTN
Shares100
Event2026-03-31
Filed2026-05-12
DJT
-4.76%TRUMP MEDIA & TECHNOLOGY GROUP
Shares400
Event2026-03-31
Filed2026-05-12
CUBE
0.00%CUBESMART REIT
Shares100
Event2026-03-31
Filed2026-05-12
LUMN
0.00%LUMEN TECHNOLOGIES INCORPORATED
Shares500
Event2026-03-31
Filed2026-05-12
F
0.00%FORD MTR COMPANY
Shares300
Event2026-03-31
Filed2026-05-12
ZG
0.00%ZILLOW GROUP INCORPORATED CLASS A
Shares80
Event2026-03-31
Filed2026-05-12
OXY
-66.67%OCCIDENTAL PETE CORPORATION
Shares50
Event2026-03-31
Filed2026-05-12
NOW
0.00%SERVICENOW INCORPORATED
Shares30
Event2026-03-31
Filed2026-05-12
KREF
0.00%KKR REAL ESTATE FIN TR INCORPORATED REIT
Shares500
Event2026-03-31
Filed2026-05-12
QUBT
NewQUANTUM COMPUTING INCORPORATED
Shares400
Event2026-03-31
Filed2026-05-12
INTEGRA RES CORPORATION (CANADA)
0.00%INTEGRA RES CORPORATION (CANADA)
Shares1.0K
Event2026-03-31
Filed2026-05-12
ARE
0.00%ALEXANDRIA REAL ESTATE EQ INCORPORATED REIT
Shares50
Event2026-03-31
Filed2026-05-12
MGA
0.00%MAGNA INTERNATIONAL INCORPORATED (CANADA)
Shares40
Event2026-03-31
Filed2026-05-12
VERU INCORPORATED COM NEW
-66.67%VERU INCORPORATED COM NEW
Shares1.0K
Event2026-03-31
Filed2026-05-12
MSTR
-97.09%STRATEGY INCORPORATED CLASS A NEW
Shares15
Event2026-03-31
Filed2026-05-12
JOBY
-97.78%JOBY AVIATION INCORPORATED COMMON STOCK (CAYMAN ISLANDS)
Shares200
Event2026-03-31
Filed2026-05-12
RAMACO RES INCORPORATED COM CLASS A
NewRAMACO RES INCORPORATED COM CLASS A
Shares100
Event2026-03-31
Filed2026-05-12
RGTI
0.00%RIGETTI COMPUTING INCORPORATED COMMON STOCK
Shares100
Event2026-03-31
Filed2026-05-12
MBLY
NewMOBILEYE GLOBAL INCORPORATED COMMON CLASS A
Shares200
Event2026-03-31
Filed2026-05-12
KSS
0.00%PUT: KOHLS CORPORATION JAN 15 EXP 01/15/27 100 KSS
Shares2
Event2026-03-31
Filed2026-05-12
SOUN
0.00%SOUNDHOUND AI INCORPORATED CLASS A COM
Shares100
Event2026-03-31
Filed2026-05-12
GPMT
0.00%GRANITE PT MTG TR INCORPORATED COM STK REIT
Shares284
Event2026-03-31
Filed2026-05-12
NFE
0.00%NEW FORTRESS ENERGY INCORPORATED COM CLASS A
Shares500
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