Sponsored

The Analysis of Clearwater Capital Advisors, LLC's Holdings & P&L

Currently, Clearwater Capital Advisors, LLC holds 177 types of securities in its portfolio with a total value $1.2B. In the most recent quarter, they have increased their positions in BINC (+205.2K shares, valued at $10.7M), NEAR (+192.9K shares, valued at $9.8M), JSI (+171.7K shares, valued at $8.9M); decreased their positions in SCHO (-357.7K shares, valued at $8.7M), XC (-229.7K shares, valued at $7.2M), GDX (-48.6K shares, valued at $4.5M); initiated new positions in SOXL (+16.5K shares, valued at $791.1K), DIVO (+9.4K shares, valued at $420.8K), ROM (+4.0K shares, valued at $316.1K).

1M P&L

+25.9M+2.09%

3M P&L

-38.4M-2.95%

HY P&L

+27.6M+2.23%

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/A1.1B

96.5%

2Consumer Electronics13.2M

1.1%

3Software - Infrastructure8.3M

0.7%

Top Industries by Stock Count

1N/A121 stocks

79.6%

2Drug Manufacturers - General4 stocks

2.6%

3Computer Hardware3 stocks

2.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NEAR ISHARES U S ETF TR3.1M shares6.60%2026-03-312026-05-13

DGRW WISDOMTREE TR930.2K shares3.38%2026-03-312026-05-13

LRGF ISHARES TR1.1M shares5.66%2026-03-312026-05-13

INTF ISHARES TR1.9M shares2.90%2026-03-312026-05-13

BINC BLACKROCK ETF TRUST II1.3M shares18.67%2026-03-312026-05-13

BBAG J P MORGAN EXCHANGE TRADED F1.2M shares8.46%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS1.1M shares2.13%2026-03-312026-05-13

LMBS FIRST TR EXCHANGE-TRADED FD909.1K shares6.63%2026-03-312026-05-13

Sponsored

EMXC ISHARES INC521.9K shares8.86%2026-03-312026-05-13

JSI JANUS DETROIT STR TR771.1K shares28.65%2026-03-312026-05-13

IGSB ISHARES TR734.4K shares-4.52%2026-03-312026-05-13

SMLF ISHARES TR479.2K shares2.39%2026-03-312026-05-13

AVXC AMERICAN CENTY ETF TR464.8K shares13.85%2026-03-312026-05-13

MBB ISHARES TR325.0K shares4.42%2026-03-312026-05-13

GDX VANECK ETF TRUST281.8K shares-14.71%2026-03-312026-05-13

SCHX SCHWAB STRATEGIC TR958.3K shares5.60%2026-03-312026-05-13

Sponsored

JMUB J P MORGAN EXCHANGE TRADED F480.4K shares30.10%2026-03-312026-05-13

AVLV AMERICAN CENTY ETF TR238.8K shares8.78%2026-03-312026-05-13

SCHA SCHWAB STRATEGIC TR624.1K shares1.92%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR473.0K shares3.57%2026-03-312026-05-13

MUB ISHARES TR135.9K shares1.40%2026-03-312026-05-13

CIBR FIRST TR EXCHANGE-TRADED FD211.6K shares6.32%2026-03-312026-05-13

EZM WISDOMTREE TR191.7K shares3.94%2026-03-312026-05-13

BOTZ GLOBAL X FDS373.4K shares2.30%2026-03-312026-05-13

Sponsored

AAPL APPLE INC48.6K shares-0.19%2026-03-312026-05-13

FIW FIRST TR EXCHANGE-TRADED FD113.0K shares3.21%2026-03-312026-05-13

AGG ISHARES TR97.3K shares-7.82%2026-03-312026-05-13

SCHC SCHWAB STRATEGIC TR203.2K shares6.51%2026-03-312026-05-13

ARKF ARK ETF TR245.6K shares8.45%2026-03-312026-05-13

VUG VANGUARD INDEX FDS21.1K shares-0.03%2026-03-312026-05-13

XT ISHARES TR126.3K shares2.20%2026-03-312026-05-13

SUB ISHARES TR70.4K shares-3.14%2026-03-312026-05-13

Sponsored

WCLD WISDOMTREE TR261.0K shares19.21%2026-03-312026-05-13

XC WISDOMTREE TR224.5K shares-50.57%2026-03-312026-05-13

IBRX IMMUNITYBIO INC717.5K shares-15.09%2026-03-312026-05-13

MSFT MICROSOFT CORP14.3K shares-0.16%2026-03-312026-05-13

SPMB SPDR SERIES TRUST236.4K shares-29.22%2026-03-312026-05-13

SCZ ISHARES TR60.7K shares-2.27%2026-03-312026-05-13

SCHO SCHWAB STRATEGIC TR194.3K shares-64.80%2026-03-312026-05-13

DLN WISDOMTREE TR52.5K shares-0.44%2026-03-312026-05-13

Sponsored

SCHF SCHWAB STRATEGIC TR176.1K shares2.27%2026-03-312026-05-13

SNSR GLOBAL X FDS103.3K shares-5.34%2026-03-312026-05-13

GSLC GOLDMAN SACHS ETF TR28.7K shares0.18%2026-03-312026-05-13

NVDA NVIDIA CORPORATION19.8K shares32.70%2026-03-312026-05-13

IVV ISHARES TR4.6K shares4.75%2026-03-312026-05-13

GSIE GOLDMAN SACHS ETF TR65.0K shares0.42%2026-03-312026-05-13

FMB FIRST TR EXCH TRADED FD III54.6K shares-1.13%2026-03-312026-05-13

AMZN AMAZON COM INC12.1K shares2.78%2026-03-312026-05-13

Sponsored

VUSB VANGUARD BD INDEX FDS42.4K shares-3.84%2026-03-312026-05-13

RING ISHARES INC24.7K shares-28.59%2026-03-312026-05-13

ARKG ARK ETF TR72.3K shares-0.81%2026-03-312026-05-13

CLOU GLOBAL X FDS94.4K shares-10.98%2026-03-312026-05-13

AVDE AMERICAN CENTY ETF TR21.6K shares-4.27%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T2.7K shares1.48%2026-03-312026-05-13

ARKK ARK ETF TR26.0K shares-21.09%2026-03-312026-05-13

DBEF DBX ETF TR32.2K shares0.00%2026-03-312026-05-13

Sponsored

DTD WISDOMTREE TR18.1K shares0.00%2026-03-312026-05-13

TBLL INVESCO EXCH TRADED FD TR II14.7K shares-25.94%2026-03-312026-05-13

IJH ISHARES TR22.0K shares5.43%2026-03-312026-05-13

PLTR PALANTIR TECHNOLOGIES INC9.3K shares25.31%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR2.2K shares8.15%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO4.3K shares1.43%2026-03-312026-05-13

IJR ISHARES TR9.5K shares-8.64%2026-03-312026-05-13

MGK VANGUARD WORLD FD3.2K shares2.41%2026-03-312026-05-13

Sponsored

IEMG ISHARES INC16.0K shares-0.03%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION1.1K shares-2.31%2026-03-312026-05-13

STOT SSGA ACTIVE TR23.0K shares1.23%2026-03-312026-05-13

IDNA ISHARES TR36.3K shares-4.04%2026-03-312026-05-13

IXN ISHARES TR10.5K shares0.00%2026-03-312026-05-13

TDIV FIRST TR EXCHANGE TRADED FD11.0K shares-0.49%2026-03-312026-05-13

AVSF AMERICAN CENTY ETF TR22.0K shares-11.83%2026-03-312026-05-13

LLY ELI LILLY & CO1.1K shares1.66%2026-03-312026-05-13

Sponsored

TSLA TESLA INC2.7K shares2.19%2026-03-312026-05-13

BROADCOM INC BROADCOM INC3.2K shares11.68%2026-03-312026-05-13

VOT VANGUARD INDEX FDS3.8K shares0.00%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS12.2K shares-33.19%2026-03-312026-05-13

VTEB VANGUARD MUN BD FDS18.4K shares1.36%2026-03-312026-05-13

GBTC GRAYSCALE BITCOIN TRUST ETF17.2K shares76.10%2026-03-312026-05-13

EMGF ISHARES INC15.0K shares-2.14%2026-03-312026-05-13

FTC FIRST TR EXCHANGE-TRADED ALP5.9K shares2.09%2026-03-312026-05-13

Sponsored

SCHE SCHWAB STRATEGIC TR26.8K shares-1.32%2026-03-312026-05-13

META META PLATFORMS INC1.5K shares3.88%2026-03-312026-05-13

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II11.4K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.9K shares13.58%2026-03-312026-05-13

DES WISDOMTREE TR23.0K shares-0.20%2026-03-312026-05-13

VTI VANGUARD INDEX FDS2.6K shares7.63%2026-03-312026-05-13

GDXJ VANECK ETF TRUST6.6K shares-3.70%2026-03-312026-05-13

SOXL DIREXION SHARES ETF TRUST16.5K sharesnew addition2026-03-312026-05-13

Sponsored

ASML ASML HLDG NV592 shares2.07%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON3.2K shares0.82%2026-03-312026-05-13

SHM SPDR SERIES TRUST16.3K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP2.5K shares5.17%2026-03-312026-05-13

SCHG SCHWAB STRATEGIC TR25.0K shares0.00%2026-03-312026-05-13

BLACKSTONE INC BLACKSTONE INC6.3K shares88.12%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.5K shares0.26%2026-03-312026-05-13

HEDJ WISDOMTREE TR13.6K shares0.00%2026-03-312026-05-13

Sponsored

KKR & CO INC KKR & CO INC7.7K shares64.84%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.4K shares0.79%2026-03-312026-05-13

DHS WISDOMTREE TR6.3K shares3.86%2026-03-312026-05-13

SCHJ SCHWAB STRATEGIC TR27.8K shares-60.01%2026-03-312026-05-13

GBIL GOLDMAN SACHS ETF TR6.5K shares-12.83%2026-03-312026-05-13

HD HOME DEPOT INC2.0K shares-17.53%2026-03-312026-05-13

AMGN AMGEN INC1.8K shares0.00%2026-03-312026-05-13

USHY ISHARES TR16.8K shares0.00%2026-03-312026-05-13

Sponsored

RSPT INVESCO EXCHANGE TRADED FD T13.6K shares0.00%2026-03-312026-05-13

VGT VANGUARD WORLD FD871 shares0.00%2026-03-312026-05-13

FTA FIRST TR EXCHANGE-TRADED ALP6.4K shares0.00%2026-03-312026-05-13

DTH WISDOMTREE TR10.9K shares0.00%2026-03-312026-05-13

HACK AMPLIFY ETF TR7.8K shares-2.61%2026-03-312026-05-13

XLK SELECT SECTOR SPDR TR4.4K shares-1.68%2026-03-312026-05-13

T AT&T INC19.6K shares26.89%2026-03-312026-05-13

MU MICRON TECHNOLOGY INC1.6K shares1.13%2026-03-312026-05-13

Sponsored

GE AEROSPACE GE AEROSPACE1.9K shares0.75%2026-03-312026-05-13

GRID FIRST TR EXCHANGE-TRADED FD3.3K shares21.72%2026-03-312026-05-13

ICSH ISHARES TR10.4K shares33.67%2026-03-312026-05-13

ITM VANECK ETF TRUST10.6K shares0.00%2026-03-312026-05-13

PM PHILIP MORRIS INTL INC2.8K shares2.38%2026-03-312026-05-13

IBB ISHARES TR2.6K shares8.85%2026-03-312026-05-13

VBK VANGUARD INDEX FDS1.4K shares-2.73%2026-03-312026-05-13

DIVO AMPLIFY ETF TR9.4K sharesnew addition2026-03-312026-05-13

Sponsored

XSOE WISDOMTREE TR10.4K shares-0.78%2026-03-312026-05-13

CSCO CISCO SYS INC5.4K shares-0.39%2026-03-312026-05-13

PG PROCTER & GAMBLE CO2.9K shares-24.43%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.8K shares0.00%2026-03-312026-05-13

MDY STATE STR SPDR S&P MIDCAP 40662 shares0.00%2026-03-312026-05-13

FEX FIRST TR EXCHANGE-TRADED ALP3.3K shares0.00%2026-03-312026-05-13

QUAL ISHARES TR2.1K shares-2.50%2026-03-312026-05-13

SPHQ INVESCO EXCHANGE TRADED FD T5.2K shares0.00%2026-03-312026-05-13

Sponsored

GEM GOLDMAN SACHS ETF TR9.1K shares-3.19%2026-03-312026-05-13

SHY ISHARES TR4.7K shares-21.91%2026-03-312026-05-13

ABBV ABBVIE INC1.7K shares6.39%2026-03-312026-05-13

PEP PEPSICO INC2.4K shares7.35%2026-03-312026-05-13

VLUE ISHARES TR2.6K shares-13.44%2026-03-312026-05-13

VO VANGUARD INDEX FDS1.3K shares17.53%2026-03-312026-05-13

FXO FIRST TR EXCHANGE-TRADED FD6.4K shares-0.68%2026-03-312026-05-13

PHO INVESCO EXCHANGE TRADED FD T5.2K shares-0.40%2026-03-312026-05-13

Sponsored

HEFA ISHARES TR8.1K shares0.00%2026-03-312026-05-13

DIS DISNEY WALT CO3.5K shares6.69%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS2.3K shares19.33%2026-03-312026-05-13

GSST GOLDMAN SACHS ETF TR6.7K shares0.00%2026-03-312026-05-13

ROM PROSHARES TR4.0K sharesnew addition2026-03-312026-05-13

QLD PROSHARES TR5.2K sharesnew addition2026-03-312026-05-13

DON WISDOMTREE TR5.7K shares-2.56%2026-03-312026-05-13

ETHW BITWISE ETHEREUM ETF19.7K shares1.29%2026-03-312026-05-13

Sponsored

IJK ISHARES TR2.9K shares-3.89%2026-03-312026-05-13

FTHI FIRST TR EXCHANGE TRADED FD12.6K sharesnew addition2026-03-312026-05-13

IMCB ISHARES TR3.4K shares0.00%2026-03-312026-05-13

USMV ISHARES TR3.1K shares0.00%2026-03-312026-05-13

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.1K shares-1.48%2026-03-312026-05-13

MA MASTERCARD INCORPORATED540 sharesnew addition2026-03-312026-05-13

SGOV ISHARES TR2.6K shares-23.71%2026-03-312026-05-13

SPGP INVESCO EXCHANGE TRADED FD T2.5K shares0.00%2026-03-312026-05-13

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TRU3.7K shares-2.23%2026-03-312026-05-13

EXC EXELON CORP5.2K shares0.00%2026-03-312026-05-13

SSO PROSHARES TR4.9K sharesnew addition2026-03-312026-05-13

ARTY ISHARES TR5.4K shares0.00%2026-03-312026-05-13

EVRG EVERGY INC3.1K shares0.00%2026-03-312026-05-13

SMH VANECK ETF TRUST629 sharesnew addition2026-03-312026-05-13

IWO ISHARES TR767 shares-1.16%2026-03-312026-05-13

PEY INVESCO EXCHANGE TRADED FD T10.6K shares-1.30%2026-03-312026-05-13

Sponsored

AMD ADVANCED MICRO DEVICES INC1.1K sharesnew addition2026-03-312026-05-13

WTAI WISDOMTREE TR7.9K shares-1.26%2026-03-312026-05-13

WTFC WINTRUST FINL CORP1.6K shares7.33%2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS1.0K shares5.15%2026-03-312026-05-13

FXH FIRST TR EXCHANGE-TRADED FD2.0K shares0.00%2026-03-312026-05-13

EPD ENTERPRISE PRODS PARTNERS L5.8K shares-7.98%2026-03-312026-05-13

PSTG EVERPURE INC3.7K shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP1.3K sharesnew addition2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY1.3K sharesnew addition2026-03-312026-05-13

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-05-13

DLS WISDOMTREE TR2.6K shares0.00%2026-03-312026-05-13

CRWD CROWDSTRIKE HLDGS INC542 sharesnew addition2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS3.2K shares-0.69%2026-03-312026-05-13

IEFA ISHARES TR2.2K sharesnew addition2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T4.2K sharesnew addition2026-03-312026-05-13

RCAT RED CAT HLDGS INC12.5K shares0.00%2026-03-312026-05-13

Sponsored

NNDM NANO DIMENSION LTD26.4K shares0.00%2026-03-312026-05-13

NEAR

ISHARES U S ETF TR

6.60%

Shares3.1M

Event2026-03-31

Filed2026-05-13

DGRW

WISDOMTREE TR

3.38%

Shares930.2K

Event2026-03-31

Filed2026-05-13

LRGF

ISHARES TR

5.66%

Shares1.1M

Event2026-03-31

Filed2026-05-13

INTF

ISHARES TR

2.90%

Shares1.9M

Event2026-03-31

Filed2026-05-13

BINC

BLACKROCK ETF TRUST II

18.67%

Shares1.3M

Event2026-03-31

Filed2026-05-13

BBAG

J P MORGAN EXCHANGE TRADED F

8.46%

Shares1.2M

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

2.13%

Shares1.1M

Event2026-03-31

Filed2026-05-13

LMBS

FIRST TR EXCHANGE-TRADED FD

6.63%

Shares909.1K

Event2026-03-31

Filed2026-05-13

EMXC

ISHARES INC

8.86%

Shares521.9K

Event2026-03-31

Filed2026-05-13

JSI

JANUS DETROIT STR TR

28.65%

Shares771.1K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

-4.52%

Shares734.4K

Event2026-03-31

Filed2026-05-13

SMLF

ISHARES TR

2.39%

Shares479.2K

Event2026-03-31

Filed2026-05-13

AVXC

AMERICAN CENTY ETF TR

13.85%

Shares464.8K

Event2026-03-31

Filed2026-05-13

MBB

ISHARES TR

4.42%

Shares325.0K

Event2026-03-31

Filed2026-05-13

GDX

VANECK ETF TRUST

-14.71%

Shares281.8K

Event2026-03-31

Filed2026-05-13

SCHX

SCHWAB STRATEGIC TR

5.60%

Shares958.3K

Event2026-03-31

Filed2026-05-13

JMUB

J P MORGAN EXCHANGE TRADED F

30.10%

Shares480.4K

Event2026-03-31

Filed2026-05-13

AVLV

AMERICAN CENTY ETF TR

8.78%

Shares238.8K

Event2026-03-31

Filed2026-05-13

SCHA

SCHWAB STRATEGIC TR

1.92%

Shares624.1K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

3.57%

Shares473.0K

Event2026-03-31

Filed2026-05-13

MUB

ISHARES TR

1.40%

Shares135.9K

Event2026-03-31

Filed2026-05-13

CIBR

FIRST TR EXCHANGE-TRADED FD

6.32%

Shares211.6K

Event2026-03-31

Filed2026-05-13

EZM

WISDOMTREE TR

3.94%

Shares191.7K

Event2026-03-31

Filed2026-05-13

BOTZ

GLOBAL X FDS

2.30%

Shares373.4K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.19%

Shares48.6K

Event2026-03-31

Filed2026-05-13

FIW

FIRST TR EXCHANGE-TRADED FD

3.21%

Shares113.0K

Event2026-03-31

Filed2026-05-13

AGG

ISHARES TR

-7.82%

Shares97.3K

Event2026-03-31

Filed2026-05-13

SCHC

SCHWAB STRATEGIC TR

6.51%

Shares203.2K

Event2026-03-31

Filed2026-05-13

ARKF

ARK ETF TR

8.45%

Shares245.6K

Event2026-03-31

Filed2026-05-13

VUG

VANGUARD INDEX FDS

-0.03%

Shares21.1K

Event2026-03-31

Filed2026-05-13

ISHARES TR

2.20%

Shares126.3K

Event2026-03-31

Filed2026-05-13

SUB

ISHARES TR

-3.14%

Shares70.4K

Event2026-03-31

Filed2026-05-13

WCLD

WISDOMTREE TR

19.21%

Shares261.0K

Event2026-03-31

Filed2026-05-13

WISDOMTREE TR

-50.57%

Shares224.5K

Event2026-03-31

Filed2026-05-13

IBRX

IMMUNITYBIO INC

-15.09%

Shares717.5K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-0.16%

Shares14.3K

Event2026-03-31

Filed2026-05-13

SPMB

SPDR SERIES TRUST

-29.22%

Shares236.4K

Event2026-03-31

Filed2026-05-13

SCZ

ISHARES TR

-2.27%

Shares60.7K

Event2026-03-31

Filed2026-05-13

SCHO

SCHWAB STRATEGIC TR

-64.80%

Shares194.3K

Event2026-03-31

Filed2026-05-13

DLN

WISDOMTREE TR

-0.44%

Shares52.5K

Event2026-03-31

Filed2026-05-13

SCHF

SCHWAB STRATEGIC TR

2.27%

Shares176.1K

Event2026-03-31

Filed2026-05-13

SNSR

GLOBAL X FDS

-5.34%

Shares103.3K

Event2026-03-31

Filed2026-05-13

GSLC

GOLDMAN SACHS ETF TR

0.18%

Shares28.7K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

32.70%

Shares19.8K

Event2026-03-31

Filed2026-05-13

IVV

ISHARES TR

4.75%

Shares4.6K

Event2026-03-31

Filed2026-05-13

GSIE

GOLDMAN SACHS ETF TR

0.42%

Shares65.0K

Event2026-03-31

Filed2026-05-13

FMB

FIRST TR EXCH TRADED FD III

-1.13%

Shares54.6K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

2.78%

Shares12.1K

Event2026-03-31

Filed2026-05-13

VUSB

VANGUARD BD INDEX FDS

-3.84%

Shares42.4K

Event2026-03-31

Filed2026-05-13

RING

ISHARES INC

-28.59%

Shares24.7K

Event2026-03-31

Filed2026-05-13

ARKG

ARK ETF TR

-0.81%

Shares72.3K

Event2026-03-31

Filed2026-05-13

CLOU

GLOBAL X FDS

-10.98%

Shares94.4K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

-4.27%

Shares21.6K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

1.48%

Shares2.7K

Event2026-03-31

Filed2026-05-13

ARKK

ARK ETF TR

-21.09%

Shares26.0K

Event2026-03-31

Filed2026-05-13

DBEF

DBX ETF TR

0.00%

Shares32.2K

Event2026-03-31

Filed2026-05-13

DTD

WISDOMTREE TR

0.00%

Shares18.1K

Event2026-03-31

Filed2026-05-13

TBLL

INVESCO EXCH TRADED FD TR II

-25.94%

Shares14.7K

Event2026-03-31

Filed2026-05-13

IJH

ISHARES TR

5.43%

Shares22.0K

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

25.31%

Shares9.3K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

8.15%

Shares2.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

1.43%

Shares4.3K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-8.64%

Shares9.5K

Event2026-03-31

Filed2026-05-13

MGK

VANGUARD WORLD FD

2.41%

Shares3.2K

Event2026-03-31

Filed2026-05-13

IEMG

ISHARES INC

-0.03%

Shares16.0K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-2.31%

Shares1.1K

Event2026-03-31

Filed2026-05-13

STOT

SSGA ACTIVE TR

1.23%

Shares23.0K

Event2026-03-31

Filed2026-05-13

IDNA

ISHARES TR

-4.04%

Shares36.3K

Event2026-03-31

Filed2026-05-13

IXN

ISHARES TR

0.00%

Shares10.5K

Event2026-03-31

Filed2026-05-13

TDIV

FIRST TR EXCHANGE TRADED FD

-0.49%

Shares11.0K

Event2026-03-31

Filed2026-05-13

AVSF

AMERICAN CENTY ETF TR

-11.83%

Shares22.0K

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

1.66%

Shares1.1K

Event2026-03-31

Filed2026-05-13

TSLA

TESLA INC

2.19%

Shares2.7K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

11.68%

Shares3.2K

Event2026-03-31

Filed2026-05-13

VOT

VANGUARD INDEX FDS

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-13

VCSH

VANGUARD SCOTTSDALE FDS

-33.19%

Shares12.2K

Event2026-03-31

Filed2026-05-13

VTEB

VANGUARD MUN BD FDS

1.36%

Shares18.4K

Event2026-03-31

Filed2026-05-13

GBTC

GRAYSCALE BITCOIN TRUST ETF

76.10%

Shares17.2K

Event2026-03-31

Filed2026-05-13

EMGF

ISHARES INC

-2.14%

Shares15.0K

Event2026-03-31

Filed2026-05-13

FTC

FIRST TR EXCHANGE-TRADED ALP

2.09%

Shares5.9K

Event2026-03-31

Filed2026-05-13

SCHE

SCHWAB STRATEGIC TR

-1.32%

Shares26.8K

Event2026-03-31

Filed2026-05-13