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The Analysis of Circle Wealth Management, LLC's Holdings & P&L

Currently, Circle Wealth Management, LLC holds 261 types of securities in its portfolio with a total value $7.0B. In the most recent quarter, they have increased their positions in AAPL (+2.5M shares, valued at $641.5M), IVV (+223.9K shares, valued at $146.3M), N/A (+911.7K shares, valued at $20.2M); decreased their positions in CIEN (-6.4K shares, valued at $2.5M), N/A (-44.8K shares, valued at $2.4M), TSM (-6.7K shares, valued at $2.3M); initiated new positions in FEOE (+208.6K shares, valued at $10.5M), EWY (+76.1K shares, valued at $9.4M), EMXC (+80.4K shares, valued at $6.3M).

1M P&L

-1.4B-17.59%

3M P&L

-1.4B-17.45%

HY P&L

-1.5B-17.97%

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/A3.0B

49.0%

2Consumer Electronics2.6B

42.0%

3Drug Manufacturers - General96.1M

1.6%

Top Industries by Stock Count

1N/A66 stocks

29.7%

2Software - Application17 stocks

7.7%

3Semiconductors9 stocks

4.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC11.9M shares26.84%2026-03-312026-05-12

IVV ISHARES TR1.1M shares25.89%2026-03-312026-05-12

IWF ISHARES TR1.4M shares0.00%2026-03-312026-05-12

SPY SPDR S&P 500 ETF TR830.2K shares0.17%2026-03-312026-05-12

IJH ISHARES TR4.6M shares-0.60%2026-03-312026-05-12

IJR ISHARES TR2.3M shares0.00%2026-03-312026-05-12

VANGUARD INDEX FDS VANGUARD INDEX FDS276.5K shares2.33%2026-03-312026-05-12

IWD ISHARES TR672.7K shares0.01%2026-03-312026-05-12

Sponsored

VTI VANGUARD INDEX FDS259.1K shares0.25%2026-03-312026-05-12

LLY ELI LILLY & CO86.4K shares0.43%2026-03-312026-05-12

ISHARES GOLD TR ISHARES GOLD TR819.1K shares0.00%2026-03-312026-05-12

SCHB SCHWAB STRATEGIC TR2.6M shares0.93%2026-03-312026-05-12

AMZN AMAZON COM INC281.4K shares-1.14%2026-03-312026-05-12

GOLDMAN SACHS ETF TR GOLDMAN SACHS ETF TR2.0M shares87.79%2026-03-312026-05-12

MSFT MICROSOFT CORP110.2K shares1.76%2026-03-312026-05-12

INVESCO QQQ TR INVESCO QQQ TR59.3K shares2.05%2026-03-312026-05-12

Sponsored

VB VANGUARD INDEX FDS117.6K shares34.25%2026-03-312026-05-12

VGT VANGUARD WORLD FD43.1K shares-0.25%2026-03-312026-05-12

NKE NIKE INC557.5K shares0.23%2026-03-312026-05-12

ALPHABET INC ALPHABET INC101.8K shares26.62%2026-03-312026-05-12

ACWI ISHARES TR199.1K shares0.00%2026-03-312026-05-12

SBUX STARBUCKS CORP297.8K shares0.05%2026-03-312026-05-12

IYG ISHARES TR294.6K shares0.00%2026-03-312026-05-12

ALPHABET INC ALPHABET INC79.3K shares3.54%2026-03-312026-05-12

Sponsored

JPM JPMORGAN CHASE & CO.74.9K shares2.95%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC177.3K shares-2.25%2026-03-312026-05-12

BRK.A BERKSHIRE HATHAWAY INC DEL29 shares0.00%2026-03-312026-05-12

NVDA NVIDIA CORPORATION108.9K shares1.93%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR139.2K shares1.88%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC20.6K shares0.00%2026-03-312026-05-12

VIG VANGUARD SPECIALIZED FUNDS73.8K shares-2.72%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F192.7K shares0.00%2026-03-312026-05-12

Sponsored

GLD SPDR GOLD TR33.3K shares2.67%2026-03-312026-05-12

FEZ SPDR INDEX SHS FDS229.7K shares70.45%2026-03-312026-05-12

RTX RTX CORPORATION69.6K shares1.66%2026-03-312026-05-12

FEOE RBB FUND TRUST208.6K sharesnew addition2026-03-312026-05-12

EWY ISHARES INC76.1K sharesnew addition2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL18.4K shares6.94%2026-03-312026-05-12

IWV ISHARES TR22.2K shares0.00%2026-03-312026-05-12

META META PLATFORMS INC14.3K shares11.54%2026-03-312026-05-12

Sponsored

SCHX SCHWAB STRATEGIC TR310.3K shares0.00%2026-03-312026-05-12

IWB ISHARES TR22.1K shares0.03%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC52.6K shares-4.19%2026-03-312026-05-12

XLP SELECT SECTOR SPDR TR87.5K shares0.15%2026-03-312026-05-12

TSLA TESLA INC18.7K shares0.22%2026-03-312026-05-12

CRWD CROWDSTRIKE HLDGS INC16.4K shares6.29%2026-03-312026-05-12

BROADCOM INC BROADCOM INC20.7K shares21.37%2026-03-312026-05-12

EPI WISDOMTREE TR155.5K shares8.24%2026-03-312026-05-12

Sponsored

EMXC ISHARES INC80.4K sharesnew addition2026-03-312026-05-12

VHT VANGUARD WORLD FD17.6K shares-2.08%2026-03-312026-05-12

IJK ISHARES TR44.0K shares0.00%2026-03-312026-05-12

DLN WISDOMTREE TR49.4K shares0.00%2026-03-312026-05-12

NFLX NETFLIX INC45.1K shares-5.86%2026-03-312026-05-12

LAM RESEARCH CORP LAM RESEARCH CORP19.3K shares-19.17%2026-03-312026-05-12

VGK VANGUARD INTL EQUITY INDEX F48.2K shares0.00%2026-03-312026-05-12

IEMG ISHARES INC56.5K shares3.64%2026-03-312026-05-12

Sponsored

QQQM INVESCO EXCH TRADED FD TR II15.8K shares-1.57%2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION66.8K shares1.46%2026-03-312026-05-12

TTWO TAKE-TWO INTERACTIVE SOFTWAR18.4K shares8.93%2026-03-312026-05-12

MA MASTERCARD INCORPORATED6.8K shares-8.40%2026-03-312026-05-12

JTEK J P MORGAN EXCHANGE TRADED F42.4K shares63.55%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD9.8K shares-40.56%2026-03-312026-05-12

IEF ISHARES TR34.3K shares47.61%2026-03-312026-05-12

LITE LUMENTUM HLDGS INC4.5K shares54.76%2026-03-312026-05-12

Sponsored

IWM ISHARES TR12.4K shares-5.96%2026-03-312026-05-12

COST COSTCO WHSL CORP NEW3.0K shares36.98%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR20.1K shares0.03%2026-03-312026-05-12

SNOW SNOWFLAKE INC19.3K shares3.67%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON11.5K shares6.21%2026-03-312026-05-12

PG PROCTER AND GAMBLE CO19.5K shares-0.10%2026-03-312026-05-12

ORCL ORACLE CORP18.8K shares-25.49%2026-03-312026-05-12

CIEN CIENA CORP7.1K shares-47.58%2026-03-312026-05-12

Sponsored

VGSH VANGUARD SCOTTSDALE FDS44.1K shares0.00%2026-03-312026-05-12

AMD ADVANCED MICRO DEVICES INC12.7K shares4.24%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC5.2K shares13.24%2026-03-312026-05-12

OTIS OTIS WORLDWIDE CORP33.3K shares1.38%2026-03-312026-05-12

ASML ASML HOLDING N V1.9K shares-1.25%2026-03-312026-05-12

ARISTA NETWORKS INC ARISTA NETWORKS INC19.8K shares-17.41%2026-03-312026-05-12

SHOP SHOPIFY INC20.4K shares0.66%2026-03-312026-05-12

CAT CATERPILLAR INC3.2K shares0.95%2026-03-312026-05-12

Sponsored

PANW PALO ALTO NETWORKS INC13.9K shares24.31%2026-03-312026-05-12

UNP UNION PAC CORP8.5K shares7.74%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS13.7K shares0.00%2026-03-312026-05-12

JMST J P MORGAN EXCHANGE TRADED F39.5K shares0.00%2026-03-312026-05-12

NET CLOUDFLARE INC9.7K shares56.78%2026-03-312026-05-12

VTV VANGUARD INDEX FDS10.1K shares0.00%2026-03-312026-05-12

ITW ILLINOIS TOOL WKS INC7.5K shares0.13%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR38.7K shares59.46%2026-03-312026-05-12

Sponsored

MELI MERCADOLIBRE INC1.1K shares28.26%2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC27.2K shares-8.45%2026-03-312026-05-12

V VISA INC6.1K shares22.21%2026-03-312026-05-12

ENTG ENTEGRIS INC15.7K shares146.44%2026-03-312026-05-12

INTC INTEL CORP41.2K shares616.85%2026-03-312026-05-12

TXN TEXAS INSTRS INC9.3K shares84.03%2026-03-312026-05-12

AMT AMERICAN TOWER CORP10.4K sharesnew addition2026-03-312026-05-12

EWJ ISHARES INC21.3K shares0.00%2026-03-312026-05-12

Sponsored

XLF SELECT SECTOR SPDR TR36.1K shares-19.55%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC6.3K shares0.19%2026-03-312026-05-12

ZM ZOOM COMMUNICATIONS INC20.9K shares29.59%2026-03-312026-05-12

FN FABRINET3.2K shares312.48%2026-03-312026-05-12

COP CONOCOPHILLIPS12.1K shares-4.46%2026-03-312026-05-12

XLI SELECT SECTOR SPDR TR9.4K shares21.37%2026-03-312026-05-12

BKNG BOOKING HOLDINGS INC362 shares36.60%2026-03-312026-05-12

TWLO TWILIO INC12.1K shares0.43%2026-03-312026-05-12

Sponsored

PROFESSIONALLY MANAGED PORTFO PROFESSIONALLY MANAGED PORTFO28.6K shares-61.02%2026-03-312026-05-12

NOW SERVICENOW INC13.7K shares-21.00%2026-03-312026-05-12

ISRG INTUITIVE SURGICAL INC3.1K shares2.41%2026-03-312026-05-12

BABA ALIBABA GROUP HLDG LTD11.2K shares-24.42%2026-03-312026-05-12

WDAY WORKDAY INC10.8K shares21.60%2026-03-312026-05-12

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY17.3K shares-1.77%2026-03-312026-05-12

HD HOME DEPOT INC4.1K shares50.46%2026-03-312026-05-12

CSCO CISCO SYS INC16.3K shares50.03%2026-03-312026-05-12

Sponsored

RIVN RIVIAN AUTOMOTIVE INC83.4K shares0.47%2026-03-312026-05-12

APP APPLOVIN CORP3.0K shares5.97%2026-03-312026-05-12

COF CAPITAL ONE FINL CORP6.4K shares65.68%2026-03-312026-05-12

LMND LEMONADE INC18.4K shares16.44%2026-03-312026-05-12

INTU INTUIT2.7K shares-18.07%2026-03-312026-05-12

ON ON SEMICONDUCTOR CORP18.4K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC3.3K shares-43.00%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF29.0K shares1.34%2026-03-312026-05-12

Sponsored

DE DEERE & CO2.0K shares-0.25%2026-03-312026-05-12

CMCSA COMCAST CORP NEW38.5K shares-5.55%2026-03-312026-05-12

MCD MCDONALDS CORP3.5K shares27.04%2026-03-312026-05-12

CDNS CADENCE DESIGN SYSTEM INC3.9K shares18.15%2026-03-312026-05-12

TDG TRANSDIGM GROUP INC942 shares0.43%2026-03-312026-05-12

ADI ANALOG DEVICES INC3.4K sharesnew addition2026-03-312026-05-12

BND VANGUARD BD INDEX FDS14.6K shares0.63%2026-03-312026-05-12

NU NU HLDGS LTD74.0K shares15.81%2026-03-312026-05-12

Sponsored

SCHW SCHWAB CHARLES CORP11.3K shares9.29%2026-03-312026-05-12

APD AIR PRODS & CHEMS INC3.6K shares12.26%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC6.3K shares13.70%2026-03-312026-05-12

FDX FEDEX CORP2.9K shares-22.82%2026-03-312026-05-12

VICR VICOR CORP6.4K shares-51.22%2026-03-312026-05-12

DASH DOORDASH INC6.9K shares7.89%2026-03-312026-05-12

VUG VANGUARD INDEX FDS2.4K shares-14.53%2026-03-312026-05-12

TMUS T-MOBILE US INC4.8K shares0.75%2026-03-312026-05-12

Sponsored

XYL XYLEM INC8.4K shares0.24%2026-03-312026-05-12

SNDK SANDISK CORP1.6K sharesnew addition2026-03-312026-05-12

SPGI S&P GLOBAL INC2.4K shares49.62%2026-03-312026-05-12

DHR DANAHER CORPORATION5.2K shares32.62%2026-03-312026-05-12

BAC BANK AMERICA CORP19.9K shares0.27%2026-03-312026-05-12

FLCA FRANKLIN TEMPLETON ETF TR19.7K shares0.00%2026-03-312026-05-12

XLU SELECT SECTOR SPDR TR20.9K shares0.00%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS1.2K shares1.22%2026-03-312026-05-12

Sponsored

MTSI MACOM TECH SOLUTIONS HLDGS I4.2K sharesnew addition2026-03-312026-05-12

RCL ROYAL CARIBBEAN GROUP3.4K shares-0.44%2026-03-312026-05-12

SATS ECHOSTAR CORP8.0K shares49.16%2026-03-312026-05-12

QCOM QUALCOMM INC7.1K shares2.71%2026-03-312026-05-12

SNPS SYNOPSYS INC2.3K sharesnew addition2026-03-312026-05-12

IWR ISHARES TR9.2K shares0.03%2026-03-312026-05-12

HUBS HUBSPOT INC3.6K shares16.24%2026-03-312026-05-12

AON PLC AON PLC2.7K shares-29.08%2026-03-312026-05-12

Sponsored

DAL DELTA AIR LINES INC DEL13.2K shares-30.52%2026-03-312026-05-12

MCO MOODYS CORP2.0K shares-2.54%2026-03-312026-05-12

SAP SAP SE5.1K shares84.13%2026-03-312026-05-12

XLC SELECT SECTOR SPDR TR7.7K shares49.98%2026-03-312026-05-12

AMKR AMKOR TECHNOLOGY INC18.7K sharesnew addition2026-03-312026-05-12

GFS GLOBALFOUNDRIES INC18.9K sharesnew addition2026-03-312026-05-12

YUM YUM BRANDS INC5.4K shares0.11%2026-03-312026-05-12

TEM TEMPUS AI INC18.2K shares0.45%2026-03-312026-05-12

Sponsored

FSLR FIRST SOLAR INC4.1K shares26.42%2026-03-312026-05-12

MGNR AMERICAN BEACON SELECT FUNDS15.7K sharesnew addition2026-03-312026-05-12

NVS NOVARTIS AG5.2K shares-2.51%2026-03-312026-05-12

WMT WALMART INC6.4K shares-2.21%2026-03-312026-05-12

BDX BECTON DICKINSON & CO4.9K shares-0.20%2026-03-312026-05-12

BBAX J P MORGAN EXCHANGE TRADED F12.9K shares22.20%2026-03-312026-05-12

BLACKROCK INC BLACKROCK INC789 shares275.71%2026-03-312026-05-12

COWZ PACER FDS TR12.0K shares0.00%2026-03-312026-05-12

Sponsored

XLY SELECT SECTOR SPDR TR6.7K shares0.00%2026-03-312026-05-12

RDDT REDDIT INC5.4K shares1.22%2026-03-312026-05-12

CMG CHIPOTLE MEXICAN GRILL INC22.6K shares-0.94%2026-03-312026-05-12

WBS WEBSTER FINL CORP9.8K shares-4.87%2026-03-312026-05-12

ABBV ABBVIE INC3.0K shares230.08%2026-03-312026-05-12

FCX FREEPORT-MCMORAN INC10.8K shares-0.32%2026-03-312026-05-12

ALGM ALLEGRO MICROSYSTEMS INC19.8K shares41.51%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR10.0K shares0.09%2026-03-312026-05-12

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND3.1K shares72.94%2026-03-312026-05-12

EFA ISHARES TR6.1K shares0.00%2026-03-312026-05-12

KO COCA COLA CO7.6K shares20.18%2026-03-312026-05-12

SBAC SBA COMMUNICATIONS CORP NEW3.3K shares1.24%2026-03-312026-05-12

WAT WATERS CORP1.9K sharesnew addition2026-03-312026-05-12

WRBY WARBY PARKER INC26.4K shares19.14%2026-03-312026-05-12

VEEV VEEVA SYS INC3.1K shares-28.18%2026-03-312026-05-12

HON HONEYWELL INTL INC2.4K shares32.82%2026-03-312026-05-12

Sponsored

FI FISERV INC9.8K shares18.82%2026-03-312026-05-12

AMGN AMGEN INC1.5K shares-0.39%2026-03-312026-05-12

AER AERCAP HOLDINGS NV3.9K shares-28.57%2026-03-312026-05-12

SHW SHERWIN WILLIAMS CO1.7K sharesnew addition2026-03-312026-05-12

DIS DISNEY WALT CO5.6K shares-1.75%2026-03-312026-05-12

ROK ROCKWELL AUTOMATION INC1.5K sharesnew addition2026-03-312026-05-12

KBWB INVESCO EXCH TRADED FD TR II6.7K sharesnew addition2026-03-312026-05-12

LEN LENNAR CORP6.0K shares1.34%2026-03-312026-05-12

Sponsored

MS MORGAN STANLEY3.1K shares-10.94%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC7.1K shares-58.14%2026-03-312026-05-12

DOCN DIGITALOCEAN HLDGS INC6.0K sharesnew addition2026-03-312026-05-12

AA ALCOA CORP7.6K shares-12.75%2026-03-312026-05-12

ROST ROSS STORES INC2.3K shares-53.23%2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC1.4K shares17.71%2026-03-312026-05-12

XYZ BLOCK INC8.3K sharesnew addition2026-03-312026-05-12

MLM MARTIN MARIETTA MATLS INC803 shares-18.72%2026-03-312026-05-12

Sponsored

WWD WOODWARD INC1.3K shares-43.60%2026-03-312026-05-12

VRSK VERISK ANALYTICS INC2.5K sharesnew addition2026-03-312026-05-12

LMT LOCKHEED MARTIN CORP745 sharesnew addition2026-03-312026-05-12

SYM SYMBOTIC INC8.4K shares0.45%2026-03-312026-05-12

PEP PEPSICO INC2.9K shares22.83%2026-03-312026-05-12

PCOR PROCORE TECHNOLOGIES INC7.7K sharesnew addition2026-03-312026-05-12

JOE ST JOE CO7.0K sharesnew addition2026-03-312026-05-12

HDV ISHARES TR3.1K shares0.00%2026-03-312026-05-12

Sponsored

WELL WELLTOWER INC2.2K shares12.25%2026-03-312026-05-12

SUNBELT RENTALS HOLDINGS INC SUNBELT RENTALS HOLDINGS INC6.4K sharesnew addition2026-03-312026-05-12

FIGR FIGURE TECHNOLOGY SOLUTIO11.9K sharesnew addition2026-03-312026-05-12

IHI ISHARES TR7.4K shares0.00%2026-03-312026-05-12

LUMN LUMEN TECHNOLOGIES INC56.3K shares1.99%2026-03-312026-05-12

SYK STRYKER CORPORATION1.2K shares-5.48%2026-03-312026-05-12

SNAP SNAP INC83.8K shares88.41%2026-03-312026-05-12

MPC MARATHON PETE CORP1.6K shares0.00%2026-03-312026-05-12

Sponsored

AJG GALLAGHER ARTHUR J & CO1.8K sharesnew addition2026-03-312026-05-12

PNC PNC FINL SVCS GROUP INC1.8K shares-3.09%2026-03-312026-05-12

GLW CORNING INC2.8K shares0.00%2026-03-312026-05-12

BLACKSTONE INC BLACKSTONE INC3.2K sharesnew addition2026-03-312026-05-12

TTAN SERVICETITAN INC5.7K shares-33.54%2026-03-312026-05-12

TTMI TTM TECHNOLOGIES INC3.6K shares0.45%2026-03-312026-05-12

WFC WELLS FARGO CO NEW4.4K shares1.74%2026-03-312026-05-12

XOM EXXON MOBIL CORP2.0K shares-10.25%2026-03-312026-05-12

Sponsored

CTAS CINTAS CORP2.0K sharesnew addition2026-03-312026-05-12

GLNG GOLAR LNG LTD6.0K shares0.00%2026-03-312026-05-12

EL LAUDER ESTEE COS INC4.5K shares-5.49%2026-03-312026-05-12

AMRZ AMRIZE LTD5.5K sharesnew addition2026-03-312026-05-12

OLED UNIVERSAL DISPLAY CORP3.3K sharesnew addition2026-03-312026-05-12

SHEL SHELL PLC3.3K shares-36.99%2026-03-312026-05-12

CVX CHEVRON CORP NEW1.4K shares3.25%2026-03-312026-05-12

ADBE ADOBE INC1.2K shares-5.30%2026-03-312026-05-12

Sponsored

OKLO OKLO INC5.9K shares8.71%2026-03-312026-05-12

RAMACO RES INC RAMACO RES INC18.4K shares-4.67%2026-03-312026-05-12

ABT ABBOTT LABS2.8K shares10.66%2026-03-312026-05-12

APH AMPHENOL CORP NEW2.2K shares-1.33%2026-03-312026-05-12

CSX CSX CORP6.8K sharesnew addition2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR5.5K sharesnew addition2026-03-312026-05-12

BYD BOYD GAMING CORP3.4K shares0.00%2026-03-312026-05-12

ELV ELEVANCE HEALTH INC920 shares-3.26%2026-03-312026-05-12

Sponsored

HUM HUMANA INC1.5K shares-12.48%2026-03-312026-05-12

ETHE GRAYSCALE ETHEREUM TRUST ETF15.4K shares0.00%2026-03-312026-05-12

NOBL PROSHARES TR2.5K shares-4.12%2026-03-312026-05-12

ECL ECOLAB INC977 shares-8.18%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED FDS3.8K shares-24.37%2026-03-312026-05-12

EEM ISHARES TR4.2K shares1.92%2026-03-312026-05-12

COIN COINBASE GLOBAL INC1.4K shares-76.01%2026-03-312026-05-12

NAN NUVEEN NEW YORK QLT MUN INC20.8K shares0.00%2026-03-312026-05-12

Sponsored

NVO NOVO-NORDISK A S6.1K sharesnew addition2026-03-312026-05-12

AMAT APPLIED MATLS INC653 sharesnew addition2026-03-312026-05-12

EQT CORP EQT CORP3.5K sharesnew addition2026-03-312026-05-12

IBB ISHARES TR1.3K sharesnew addition2026-03-312026-05-12

CBRE CBRE GROUP INC1.6K shares0.00%2026-03-312026-05-12

RJF RAYMOND JAMES FINL INC1.5K shares0.00%2026-03-312026-05-12

CRCL CIRCLE INTERNET GROUP INC2.2K sharesnew addition2026-03-312026-05-12

CB CHUBB LIMITED645 shares0.00%2026-03-312026-05-12

Sponsored

AFL AFLAC INC1.9K shares1.61%2026-03-312026-05-12

ETHA ISHARES ETHEREUM TR12.0K shares0.00%2026-03-312026-05-12

DRTSW ALPHA TAU MEDICAL LTD80.0K shares0.00%2026-03-312026-05-12

ABEV AMBEV SA19.7K shares0.00%2026-03-312026-05-12

CGTX COGNITION THERAPEUTICS INC48.8K shares0.00%2026-03-312026-05-12

AAPL

APPLE INC

26.84%

Shares11.9M

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR

25.89%

Shares1.1M

Event2026-03-31

Filed2026-05-12

IWF

ISHARES TR

0.00%

Shares1.4M

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500 ETF TR

0.17%

Shares830.2K

Event2026-03-31

Filed2026-05-12

IJH

ISHARES TR

-0.60%

Shares4.6M

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR

0.00%

Shares2.3M

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

2.33%

Shares276.5K

Event2026-03-31

Filed2026-05-12

IWD

ISHARES TR

0.01%

Shares672.7K

Event2026-03-31

Filed2026-05-12

VTI

VANGUARD INDEX FDS

0.25%

Shares259.1K

Event2026-03-31

Filed2026-05-12

LLY

ELI LILLY & CO

0.43%

Shares86.4K

Event2026-03-31

Filed2026-05-12

ISHARES GOLD TR

0.00%

Shares819.1K

Event2026-03-31

Filed2026-05-12

SCHB

SCHWAB STRATEGIC TR

0.93%

Shares2.6M

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-1.14%

Shares281.4K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS ETF TR

87.79%

Shares2.0M

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.76%

Shares110.2K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

2.05%

Shares59.3K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS

34.25%

Shares117.6K

Event2026-03-31

Filed2026-05-12

VGT

VANGUARD WORLD FD

-0.25%

Shares43.1K

Event2026-03-31

Filed2026-05-12

NKE

NIKE INC

0.23%

Shares557.5K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

26.62%

Shares101.8K

Event2026-03-31

Filed2026-05-12

ACWI

ISHARES TR

0.00%

Shares199.1K

Event2026-03-31

Filed2026-05-12

SBUX

STARBUCKS CORP

0.05%

Shares297.8K

Event2026-03-31

Filed2026-05-12

IYG

ISHARES TR

0.00%

Shares294.6K

Event2026-03-31

Filed2026-05-12

ALPHABET INC

3.54%

Shares79.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO.

2.95%

Shares74.9K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC

-2.25%

Shares177.3K

Event2026-03-31

Filed2026-05-12

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares29

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORPORATION

1.93%

Shares108.9K

Event2026-03-31

Filed2026-05-12

XLK

SELECT SECTOR SPDR TR

1.88%

Shares139.2K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

0.00%

Shares20.6K

Event2026-03-31

Filed2026-05-12

VIG

VANGUARD SPECIALIZED FUNDS

-2.72%

Shares73.8K

Event2026-03-31

Filed2026-05-12

VEU

VANGUARD INTL EQUITY INDEX F

0.00%

Shares192.7K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR

2.67%

Shares33.3K

Event2026-03-31

Filed2026-05-12

FEZ

SPDR INDEX SHS FDS

70.45%

Shares229.7K

Event2026-03-31

Filed2026-05-12

RTX

RTX CORPORATION

1.66%

Shares69.6K

Event2026-03-31

Filed2026-05-12

FEOE

RBB FUND TRUST

New

Shares208.6K

Event2026-03-31

Filed2026-05-12

EWY

ISHARES INC

New

Shares76.1K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

6.94%

Shares18.4K

Event2026-03-31

Filed2026-05-12

IWV

ISHARES TR

0.00%

Shares22.2K

Event2026-03-31

Filed2026-05-12

META

META PLATFORMS INC

11.54%

Shares14.3K

Event2026-03-31

Filed2026-05-12

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares310.3K

Event2026-03-31

Filed2026-05-12

IWB

ISHARES TR

0.03%

Shares22.1K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

-4.19%

Shares52.6K

Event2026-03-31

Filed2026-05-12

XLP

SELECT SECTOR SPDR TR

0.15%

Shares87.5K

Event2026-03-31

Filed2026-05-12

TSLA

TESLA INC

0.22%

Shares18.7K

Event2026-03-31

Filed2026-05-12

CRWD

CROWDSTRIKE HLDGS INC

6.29%

Shares16.4K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

21.37%

Shares20.7K

Event2026-03-31

Filed2026-05-12

EPI

WISDOMTREE TR

8.24%

Shares155.5K

Event2026-03-31

Filed2026-05-12

EMXC

ISHARES INC

New

Shares80.4K

Event2026-03-31

Filed2026-05-12

VHT

VANGUARD WORLD FD

-2.08%

Shares17.6K

Event2026-03-31

Filed2026-05-12

IJK

ISHARES TR

0.00%

Shares44.0K

Event2026-03-31

Filed2026-05-12

DLN

WISDOMTREE TR

0.00%

Shares49.4K

Event2026-03-31

Filed2026-05-12

NFLX

NETFLIX INC

-5.86%

Shares45.1K

Event2026-03-31

Filed2026-05-12

LAM RESEARCH CORP

-19.17%

Shares19.3K

Event2026-03-31

Filed2026-05-12

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares48.2K

Event2026-03-31

Filed2026-05-12

IEMG

ISHARES INC

3.64%

Shares56.5K

Event2026-03-31

Filed2026-05-12

QQQM

INVESCO EXCH TRADED FD TR II

-1.57%

Shares15.8K

Event2026-03-31

Filed2026-05-12

CARR

CARRIER GLOBAL CORPORATION

1.46%

Shares66.8K

Event2026-03-31

Filed2026-05-12

TTWO

TAKE-TWO INTERACTIVE SOFTWAR

8.93%

Shares18.4K

Event2026-03-31

Filed2026-05-12

MASTERCARD INCORPORATED

-8.40%

Shares6.8K

Event2026-03-31

Filed2026-05-12

JTEK

J P MORGAN EXCHANGE TRADED F

63.55%

Shares42.4K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-40.56%

Shares9.8K

Event2026-03-31

Filed2026-05-12

IEF

ISHARES TR

47.61%

Shares34.3K

Event2026-03-31

Filed2026-05-12

LITE

LUMENTUM HLDGS INC

54.76%

Shares4.5K

Event2026-03-31

Filed2026-05-12

IWM

ISHARES TR

-5.96%

Shares12.4K

Event2026-03-31

Filed2026-05-12

COST

COSTCO WHSL CORP NEW

36.98%

Shares3.0K

Event2026-03-31

Filed2026-05-12

XLV

SELECT SECTOR SPDR TR

0.03%

Shares20.1K

Event2026-03-31

Filed2026-05-12

SNOW

SNOWFLAKE INC

3.67%

Shares19.3K

Event2026-03-31

Filed2026-05-12

JNJ

JOHNSON & JOHNSON

6.21%

Shares11.5K

Event2026-03-31

Filed2026-05-12

PROCTER AND GAMBLE CO

-0.10%

Shares19.5K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

-25.49%

Shares18.8K

Event2026-03-31

Filed2026-05-12

CIEN

CIENA CORP

-47.58%

Shares7.1K

Event2026-03-31

Filed2026-05-12

VGSH

VANGUARD SCOTTSDALE FDS

0.00%

Shares44.1K

Event2026-03-31

Filed2026-05-12

AMD

ADVANCED MICRO DEVICES INC

4.24%

Shares12.7K

Event2026-03-31

Filed2026-05-12

TMO

THERMO FISHER SCIENTIFIC INC

13.24%

Shares5.2K

Event2026-03-31

Filed2026-05-12

OTIS

OTIS WORLDWIDE CORP

1.38%

Shares33.3K

Event2026-03-31

Filed2026-05-12

ASML

ASML HOLDING N V

-1.25%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ARISTA NETWORKS INC

-17.41%

Shares19.8K

Event2026-03-31

Filed2026-05-12

SHOP

SHOPIFY INC

0.66%

Shares20.4K

Event2026-03-31

Filed2026-05-12

CAT

CATERPILLAR INC

0.95%

Shares3.2K

Event2026-03-31

Filed2026-05-12

PANW

PALO ALTO NETWORKS INC

24.31%

Shares13.9K

Event2026-03-31

Filed2026-05-12

UNP

UNION PAC CORP

7.74%

Shares8.5K

Event2026-03-31

Filed2026-05-12

VYM

VANGUARD WHITEHALL FDS

0.00%

Shares13.7K

Event2026-03-31

Filed2026-05-12

JMST

J P MORGAN EXCHANGE TRADED F

0.00%

Shares39.5K

Event2026-03-31

Filed2026-05-12

NET

CLOUDFLARE INC

56.78%

Shares9.7K

Event2026-03-31

Filed2026-05-12

VTV

VANGUARD INDEX FDS

0.00%

Shares10.1K

Event2026-03-31

Filed2026-05-12

ITW

ILLINOIS TOOL WKS INC

0.13%

Shares7.5K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR

59.46%

Shares38.7K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

28.26%

Shares1.1K

Event2026-03-31

Filed2026-05-12

HOOD

ROBINHOOD MKTS INC

-8.45%

Shares27.2K

Event2026-03-31

Filed2026-05-12

VISA INC

22.21%

Shares6.1K

Event2026-03-31

Filed2026-05-12

ENTG

ENTEGRIS INC

146.44%

Shares15.7K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

616.85%

Shares41.2K

Event2026-03-31

Filed2026-05-12

TXN

TEXAS INSTRS INC

84.03%

Shares9.3K

Event2026-03-31

Filed2026-05-12

AMT

AMERICAN TOWER CORP

New

Shares10.4K

Event2026-03-31

Filed2026-05-12

EWJ

ISHARES INC

0.00%

Shares21.3K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR

-19.55%

Shares36.1K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

0.19%

Shares6.3K

Event2026-03-31

Filed2026-05-12

ZOOM COMMUNICATIONS INC

29.59%

Shares20.9K

Event2026-03-31

Filed2026-05-12

FABRINET

312.48%

Shares3.2K

Event2026-03-31

Filed2026-05-12

COP

CONOCOPHILLIPS

-4.46%

Shares12.1K

Event2026-03-31

Filed2026-05-12

XLI

SELECT SECTOR SPDR TR

21.37%

Shares9.4K

Event2026-03-31

Filed2026-05-12

BKNG

BOOKING HOLDINGS INC

36.60%

Shares362

Event2026-03-31

Filed2026-05-12

TWLO

TWILIO INC

0.43%

Shares12.1K

Event2026-03-31

Filed2026-05-12

PROFESSIONALLY MANAGED PORTFO

-61.02%

Shares28.6K

Event2026-03-31

Filed2026-05-12

NOW

SERVICENOW INC

-21.00%

Shares13.7K

Event2026-03-31

Filed2026-05-12

ISRG

INTUITIVE SURGICAL INC

2.41%

Shares3.1K

Event2026-03-31

Filed2026-05-12

BABA

ALIBABA GROUP HLDG LTD

-24.42%

Shares11.2K

Event2026-03-31

Filed2026-05-12

WDAY

WORKDAY INC

21.60%

Shares10.8K

Event2026-03-31

Filed2026-05-12

CANADIAN PACIFIC KANSAS CITY

-1.77%

Shares17.3K

Event2026-03-31

Filed2026-05-12

HOME DEPOT INC

50.46%

Shares4.1K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

50.03%

Shares16.3K

Event2026-03-31

Filed2026-05-12

RIVN

RIVIAN AUTOMOTIVE INC

0.47%

Shares83.4K

Event2026-03-31

Filed2026-05-12

APP

APPLOVIN CORP

5.97%

Shares3.0K

Event2026-03-31

Filed2026-05-12

COF

CAPITAL ONE FINL CORP

65.68%

Shares6.4K

Event2026-03-31

Filed2026-05-12

LMND

LEMONADE INC

16.44%

Shares18.4K

Event2026-03-31

Filed2026-05-12

INTU

INTUIT

-18.07%

Shares2.7K

Event2026-03-31

Filed2026-05-12

ON SEMICONDUCTOR CORP

New

Shares18.4K

Event2026-03-31

Filed2026-05-12

MICRON TECHNOLOGY INC

-43.00%

Shares3.3K

Event2026-03-31

Filed2026-05-12

IBIT

ISHARES BITCOIN TRUST ETF

1.34%

Shares29.0K

Event2026-03-31

Filed2026-05-12

DEERE & CO

-0.25%

Shares2.0K

Event2026-03-31

Filed2026-05-12

CMCSA

COMCAST CORP NEW

-5.55%

Shares38.5K

Event2026-03-31

Filed2026-05-12

MCD

MCDONALDS CORP

27.04%

Shares3.5K

Event2026-03-31

Filed2026-05-12

CDNS

CADENCE DESIGN SYSTEM INC

18.15%

Shares3.9K

Event2026-03-31

Filed2026-05-12

TDG

TRANSDIGM GROUP INC

0.43%

Shares942

Event2026-03-31

Filed2026-05-12

ADI

ANALOG DEVICES INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-12

BND

VANGUARD BD INDEX FDS

0.63%

Shares14.6K

Event2026-03-31

Filed2026-05-12

NU HLDGS LTD

15.81%

Shares74.0K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP

9.29%

Shares11.3K

Event2026-03-31

Filed2026-05-12

APD

AIR PRODS & CHEMS INC

12.26%

Shares3.6K

Event2026-03-31

Filed2026-05-12

PHILIP MORRIS INTL INC

13.70%

Shares6.3K

Event2026-03-31

Filed2026-05-12

FDX

FEDEX CORP

-22.82%

Shares2.9K

Event2026-03-31

Filed2026-05-12

VICR

VICOR CORP

-51.22%

Shares6.4K

Event2026-03-31

Filed2026-05-12

DASH

DOORDASH INC

7.89%

Shares6.9K

Event2026-03-31

Filed2026-05-12

VUG

VANGUARD INDEX FDS

-14.53%

Shares2.4K

Event2026-03-31

Filed2026-05-12

TMUS

T-MOBILE US INC

0.75%

Shares4.8K

Event2026-03-31

Filed2026-05-12

XYL

XYLEM INC

0.24%

Shares8.4K

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP

New

Shares1.6K

Event2026-03-31

Filed2026-05-12

SPGI

S&P GLOBAL INC

49.62%

Shares2.4K

Event2026-03-31

Filed2026-05-12

DHR

DANAHER CORPORATION

32.62%

Shares5.2K

Event2026-03-31

Filed2026-05-12

BAC

BANK AMERICA CORP

0.27%

Shares19.9K

Event2026-03-31

Filed2026-05-12

FLCA

FRANKLIN TEMPLETON ETF TR

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-12

XLU

SELECT SECTOR SPDR TR

0.00%

Shares20.9K

Event2026-03-31

Filed2026-05-12

REGN

REGENERON PHARMACEUTICALS

1.22%

Shares1.2K

Event2026-03-31

Filed2026-05-12

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares4.2K

Event2026-03-31

Filed2026-05-12

RCL

ROYAL CARIBBEAN GROUP

-0.44%

Shares3.4K

Event2026-03-31

Filed2026-05-12

SATS

ECHOSTAR CORP

49.16%

Shares8.0K

Event2026-03-31

Filed2026-05-12

QCOM

QUALCOMM INC

2.71%

Shares7.1K

Event2026-03-31

Filed2026-05-12

SNPS

SYNOPSYS INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-12

IWR

ISHARES TR

0.03%

Shares9.2K

Event2026-03-31

Filed2026-05-12

HUBS

HUBSPOT INC

16.24%

Shares3.6K

Event2026-03-31

Filed2026-05-12

AON PLC

-29.08%

Shares2.7K

Event2026-03-31

Filed2026-05-12

DAL

DELTA AIR LINES INC DEL

-30.52%

Shares13.2K

Event2026-03-31

Filed2026-05-12

MCO

MOODYS CORP

-2.54%

Shares2.0K

Event2026-03-31

Filed2026-05-12

SAP

SAP SE

84.13%

Shares5.1K

Event2026-03-31

Filed2026-05-12

XLC

SELECT SECTOR SPDR TR

49.98%

Shares7.7K

Event2026-03-31

Filed2026-05-12

AMKR

AMKOR TECHNOLOGY INC

New

Shares18.7K

Event2026-03-31

Filed2026-05-12

GFS

GLOBALFOUNDRIES INC

New

Shares18.9K

Event2026-03-31

Filed2026-05-12

YUM

YUM BRANDS INC

0.11%

Shares5.4K

Event2026-03-31

Filed2026-05-12

TEM

TEMPUS AI INC

0.45%

Shares18.2K

Event2026-03-31

Filed2026-05-12

FSLR

FIRST SOLAR INC

26.42%

Shares4.1K

Event2026-03-31

Filed2026-05-12

MGNR

AMERICAN BEACON SELECT FUNDS

New

Shares15.7K

Event2026-03-31

Filed2026-05-12

NVS

NOVARTIS AG

-2.51%

Shares5.2K

Event2026-03-31

Filed2026-05-12

WMT

WALMART INC

-2.21%

Shares6.4K

Event2026-03-31

Filed2026-05-12

BDX

BECTON DICKINSON & CO

-0.20%

Shares4.9K

Event2026-03-31

Filed2026-05-12

BBAX

J P MORGAN EXCHANGE TRADED F

22.20%

Shares12.9K

Event2026-03-31

Filed2026-05-12

BLACKROCK INC

275.71%

Shares789

Event2026-03-31

Filed2026-05-12

COWZ

PACER FDS TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

XLY

SELECT SECTOR SPDR TR

0.00%

Shares6.7K

Event2026-03-31

Filed2026-05-12

RDDT

REDDIT INC

1.22%

Shares5.4K

Event2026-03-31

Filed2026-05-12

CMG

CHIPOTLE MEXICAN GRILL INC

-0.94%

Shares22.6K

Event2026-03-31

Filed2026-05-12

WBS

WEBSTER FINL CORP

-4.87%

Shares9.8K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

230.08%

Shares3.0K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT-MCMORAN INC

-0.32%

Shares10.8K

Event2026-03-31

Filed2026-05-12

ALGM

ALLEGRO MICROSYSTEMS INC

41.51%

Shares19.8K

Event2026-03-31

Filed2026-05-12

XLE

SELECT SECTOR SPDR TR

0.09%

Shares10.0K

Event2026-03-31

Filed2026-05-12

ACCENTURE PLC IRELAND

72.94%

Shares3.1K

Event2026-03-31

Filed2026-05-12

EFA

ISHARES TR

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-12

COCA COLA CO

20.18%

Shares7.6K

Event2026-03-31

Filed2026-05-12

SBAC

SBA COMMUNICATIONS CORP NEW

1.24%

Shares3.3K

Event2026-03-31

Filed2026-05-12

WAT

WATERS CORP

New

Shares1.9K

Event2026-03-31

Filed2026-05-12

WRBY

WARBY PARKER INC

19.14%

Shares26.4K

Event2026-03-31

Filed2026-05-12

VEEV

VEEVA SYS INC

-28.18%

Shares3.1K

Event2026-03-31

Filed2026-05-12

HON

HONEYWELL INTL INC

32.82%

Shares2.4K

Event2026-03-31

Filed2026-05-12

FISERV INC

18.82%

Shares9.8K

Event2026-03-31

Filed2026-05-12

AMGN

AMGEN INC

-0.39%

Shares1.5K

Event2026-03-31

Filed2026-05-12

AER

AERCAP HOLDINGS NV

-28.57%

Shares3.9K

Event2026-03-31

Filed2026-05-12

SHW

SHERWIN WILLIAMS CO

New

Shares1.7K

Event2026-03-31

Filed2026-05-12

DIS

DISNEY WALT CO

-1.75%

Shares5.6K

Event2026-03-31

Filed2026-05-12

ROK

ROCKWELL AUTOMATION INC

New

Shares1.5K

Event2026-03-31

Filed2026-05-12

KBWB

INVESCO EXCH TRADED FD TR II

New

Shares6.7K

Event2026-03-31

Filed2026-05-12

LEN

LENNAR CORP

1.34%

Shares6.0K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-10.94%

Shares3.1K

Event2026-03-31

Filed2026-05-12

UBER

UBER TECHNOLOGIES INC

-58.14%

Shares7.1K

Event2026-03-31

Filed2026-05-12

DOCN

DIGITALOCEAN HLDGS INC

New

Shares6.0K

Event2026-03-31

Filed2026-05-12

ALCOA CORP

-12.75%

Shares7.6K

Event2026-03-31

Filed2026-05-12

ROST

ROSS STORES INC

-53.23%

Shares2.3K

Event2026-03-31

Filed2026-05-12

EATON CORP PLC

17.71%

Shares1.4K

Event2026-03-31

Filed2026-05-12

XYZ

BLOCK INC

New

Shares8.3K

Event2026-03-31

Filed2026-05-12

MLM

MARTIN MARIETTA MATLS INC

-18.72%

Shares803

Event2026-03-31

Filed2026-05-12

WWD

WOODWARD INC

-43.60%

Shares1.3K

Event2026-03-31

Filed2026-05-12

VRSK

VERISK ANALYTICS INC

New

Shares2.5K

Event2026-03-31

Filed2026-05-12

LMT

LOCKHEED MARTIN CORP

New

Shares745

Event2026-03-31

Filed2026-05-12

SYM

SYMBOTIC INC

0.45%

Shares8.4K

Event2026-03-31

Filed2026-05-12

PEP

PEPSICO INC

22.83%

Shares2.9K

Event2026-03-31

Filed2026-05-12

PCOR

PROCORE TECHNOLOGIES INC

New

Shares7.7K

Event2026-03-31

Filed2026-05-12

JOE

ST JOE CO

New

Shares7.0K

Event2026-03-31

Filed2026-05-12

HDV

ISHARES TR

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-12

WELL

WELLTOWER INC

12.25%

Shares2.2K

Event2026-03-31

Filed2026-05-12

SUNBELT RENTALS HOLDINGS INC

New

Shares6.4K

Event2026-03-31

Filed2026-05-12

FIGR

FIGURE TECHNOLOGY SOLUTIO

New

Shares11.9K

Event2026-03-31

Filed2026-05-12

IHI

ISHARES TR

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-12

LUMN

LUMEN TECHNOLOGIES INC

1.99%

Shares56.3K

Event2026-03-31

Filed2026-05-12

SYK

STRYKER CORPORATION

-5.48%

Shares1.2K

Event2026-03-31

Filed2026-05-12

SNAP

SNAP INC

88.41%

Shares83.8K

Event2026-03-31

Filed2026-05-12

MPC

MARATHON PETE CORP

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

AJG

GALLAGHER ARTHUR J & CO

New

Shares1.8K

Event2026-03-31

Filed2026-05-12

PNC

PNC FINL SVCS GROUP INC

-3.09%

Shares1.8K

Event2026-03-31

Filed2026-05-12

GLW

CORNING INC

0.00%

Shares2.8K

Event2026-03-31

Filed2026-05-12

BLACKSTONE INC

New

Shares3.2K

Event2026-03-31

Filed2026-05-12

TTAN

SERVICETITAN INC

-33.54%

Shares5.7K

Event2026-03-31

Filed2026-05-12

TTMI

TTM TECHNOLOGIES INC

0.45%

Shares3.6K

Event2026-03-31

Filed2026-05-12

WFC

WELLS FARGO CO NEW

1.74%

Shares4.4K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-10.25%

Shares2.0K

Event2026-03-31

Filed2026-05-12

CTAS

CINTAS CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-12

GLNG

GOLAR LNG LTD

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-12

LAUDER ESTEE COS INC

-5.49%

Shares4.5K

Event2026-03-31

Filed2026-05-12

AMRZ

AMRIZE LTD

New

Shares5.5K

Event2026-03-31

Filed2026-05-12

OLED

UNIVERSAL DISPLAY CORP

New

Shares3.3K

Event2026-03-31

Filed2026-05-12

SHEL

SHELL PLC

-36.99%

Shares3.3K

Event2026-03-31

Filed2026-05-12

CVX

CHEVRON CORP NEW

3.25%

Shares1.4K

Event2026-03-31

Filed2026-05-12

ADBE

ADOBE INC

-5.30%

Shares1.2K

Event2026-03-31

Filed2026-05-12

OKLO

OKLO INC

8.71%

Shares5.9K

Event2026-03-31

Filed2026-05-12

RAMACO RES INC

-4.67%

Shares18.4K

Event2026-03-31

Filed2026-05-12

ABT

ABBOTT LABS

10.66%

Shares2.8K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP NEW

-1.33%

Shares2.2K

Event2026-03-31

Filed2026-05-12

CSX

CSX CORP

New

Shares6.8K

Event2026-03-31

Filed2026-05-12

XLB

SELECT SECTOR SPDR TR

New

Shares5.5K

Event2026-03-31

Filed2026-05-12

BYD

BOYD GAMING CORP

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-12

ELV

ELEVANCE HEALTH INC

-3.26%

Shares920

Event2026-03-31

Filed2026-05-12

HUM

HUMANA INC

-12.48%

Shares1.5K

Event2026-03-31

Filed2026-05-12

ETHE

GRAYSCALE ETHEREUM TRUST ETF

0.00%

Shares15.4K

Event2026-03-31

Filed2026-05-12

NOBL

PROSHARES TR

-4.12%

Shares2.5K

Event2026-03-31

Filed2026-05-12

ECL

ECOLAB INC

-8.18%

Shares977

Event2026-03-31

Filed2026-05-12

VEA

VANGUARD TAX-MANAGED FDS

-24.37%

Shares3.8K

Event2026-03-31

Filed2026-05-12

EEM

ISHARES TR

1.92%

Shares4.2K

Event2026-03-31

Filed2026-05-12

COIN

COINBASE GLOBAL INC

-76.01%

Shares1.4K

Event2026-03-31

Filed2026-05-12

NAN

NUVEEN NEW YORK QLT MUN INC

0.00%

Shares20.8K

Event2026-03-31

Filed2026-05-12

NVO

NOVO-NORDISK A S

New

Shares6.1K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

New

Shares653

Event2026-03-31

Filed2026-05-12

EQT CORP

New

Shares3.5K

Event2026-03-31

Filed2026-05-12

IBB

ISHARES TR

New

Shares1.3K

Event2026-03-31

Filed2026-05-12

CBRE

CBRE GROUP INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-12

RJF

RAYMOND JAMES FINL INC

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-12

CRCL

CIRCLE INTERNET GROUP INC

New

Shares2.2K

Event2026-03-31

Filed2026-05-12

CHUBB LIMITED

0.00%

Shares645

Event2026-03-31

Filed2026-05-12

AFL

AFLAC INC

1.61%

Shares1.9K

Event2026-03-31

Filed2026-05-12

ETHA

ISHARES ETHEREUM TR

0.00%

Shares12.0K

Event2026-03-31

Filed2026-05-12

DRTSW

ALPHA TAU MEDICAL LTD

0.00%

Shares80.0K

Event2026-03-31

Filed2026-05-12

ABEV

AMBEV SA

0.00%

Shares19.7K

Event2026-03-31

Filed2026-05-12

CGTX

COGNITION THERAPEUTICS INC

0.00%

Shares48.8K

Event2026-03-31

Filed2026-05-12

Call Option Holdings

No call option holdings data available

Put Option Holdings

SPY Put PutSPDR S&P 500 ETF TR125.1K shares-2.95%2026-03-312026-05-12

AAPL Put PutAPPLE INC341.4K shares0.00%2026-03-312026-05-12

MERCK & CO INC Put PutMERCK & CO INC20.0K sharesnew addition2026-03-312026-05-12

SPY Put

SPDR S&P 500 ETF TR

-2.95%

Shares125.1K

Event2026-03-31

Filed2026-05-12

AAPL Put

APPLE INC

0.00%

Shares341.4K

Event2026-03-31

Filed2026-05-12

MERCK & CO INC Put

MERCK & CO INC

New

Shares20.0K

Event2026-03-31

Filed2026-05-12