Sponsored

The Analysis of CONSULTIVA WEALTH MANAGEMENT, CORP.'s Holdings & P&L

Currently, CONSULTIVA WEALTH MANAGEMENT, CORP. holds 261 types of securities in its portfolio with a total value $34.5M. In the most recent quarter, they have increased their positions in FDEM (+1.2K shares, valued at $38.8K), OKLO (+625 shares, valued at $31.0K), FLY (+1.0K shares, valued at $28.5K); decreased their positions in VYM (-1.0K shares, valued at $150.5K), DDM (-2.0K shares, valued at $104.1K), VXUS (-1.2K shares, valued at $93.1K); initiated new positions in FDEM (+1.2K shares, valued at $38.8K), OKLO (+625 shares, valued at $31.0K), FLY (+1.0K shares, valued at $28.5K).

1M P&L

+814.6K+2.72%

3M P&L

-984.5K-3.10%

HY P&L

+1.1M+3.80%

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/A13.2M

46.8%

2Semiconductors3.9M

13.7%

3Consumer Electronics1.2M

4.4%

Top Industries by Stock Count

1N/A93 stocks

39.7%

2Drug Manufacturers - General6 stocks

2.6%

3Software - Infrastructure6 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VANGUARD INDEX FDS VANGUARD INDEX FDS5.8K shares0.00%2026-03-312026-05-13

NVDA NVIDIA CORPORATION19.9K shares0.00%2026-03-312026-05-13

VYM VANGUARD WHITEHALL FDS22.8K shares-4.27%2026-03-312026-05-13

VXUS VANGUARD STAR FDS30.0K shares-3.87%2026-03-312026-05-13

ALPHABET INC ALPHABET INC6.9K shares0.00%2026-03-312026-05-13

AAPL APPLE INC4.6K shares0.00%2026-03-312026-05-13

VB VANGUARD INDEX FDS4.4K shares0.00%2026-03-312026-05-13

QAI NEW YORK LIFE INVESTMENTS ET33.3K shares0.06%2026-03-312026-05-13

Sponsored

URI UNITED RENTALS INC1.0K shares0.00%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO2.3K shares0.00%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO1.9K shares0.00%2026-03-312026-05-13

GEV GE VERNOVA INC620 shares0.00%2026-03-312026-05-13

GE AEROSPACE GE AEROSPACE1.9K shares0.00%2026-03-312026-05-13

QLTA ISHARES TR8.0K shares0.00%2026-03-312026-05-13

GLD SPDR GOLD TR850 shares0.00%2026-03-312026-05-13

VGT VANGUARD WORLD FD487 shares0.00%2026-03-312026-05-13

Sponsored

PLTR PALANTIR TECHNOLOGIES INC2.3K shares0.00%2026-03-312026-05-13

AMZN AMAZON COM INC1.6K shares0.00%2026-03-312026-05-13

BA BOEING CO1.6K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC440 shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC850 shares0.00%2026-03-312026-05-13

SPY SPDR S&P 500 ETF TR355 shares0.00%2026-03-312026-05-13

WMT WALMART INC1.8K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED400 shares0.00%2026-03-312026-05-13

Sponsored

RTX RTX CORPORATION1.0K shares0.00%2026-03-312026-05-13

NANR SPDR INDEX SHS FDS2.3K shares0.04%2026-03-312026-05-13

VBNK VERSABANK NEW13.0K shares0.00%2026-03-312026-05-13

DXJ WISDOMTREE TR1.1K shares0.00%2026-03-312026-05-13

GM GENERAL MTRS CO2.3K shares0.00%2026-03-312026-05-13

COST COSTCO WHSL CORP NEW173 shares0.00%2026-03-312026-05-13

ACIO ETF SER SOLUTIONS4.1K shares0.00%2026-03-312026-05-13

LQD ISHARES TR1.5K shares0.00%2026-03-312026-05-13

Sponsored

SDY SPDR SER TR1.1K shares0.00%2026-03-312026-05-13

MMLG FIRST TR EXCHNG TRADED FD VI5.0K shares0.00%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR270 shares0.00%2026-03-312026-05-13

HII HUNTINGTON INGALLS INDS INC400 shares0.00%2026-03-312026-05-13

MSFT MICROSOFT CORP377 shares0.00%2026-03-312026-05-13

BAC BANK AMERICA CORP2.9K shares0.00%2026-03-312026-05-13

UI UBIQUITI INC172 shares0.00%2026-03-312026-05-13

HD HOME DEPOT INC410 shares0.00%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO1.4K shares0.00%2026-03-312026-05-13

AMD ADVANCED MICRO DEVICES INC650 shares0.00%2026-03-312026-05-13

TSLA TESLA INC345 shares0.00%2026-03-312026-05-13

SPHD INVESCO EXCH TRADED FD TR II2.6K shares0.00%2026-03-312026-05-13

IWM ISHARES TR484 shares0.00%2026-03-312026-05-13

WDC WESTERN DIGITAL CORP440 shares0.00%2026-03-312026-05-13

BIL SPDR SER TR1.3K shares0.00%2026-03-312026-05-13

IBM INTERNATIONAL BUSINESS MACHS480 shares0.00%2026-03-312026-05-13

Sponsored

MMM 3M CO800 shares0.00%2026-03-312026-05-13

DOW DOW INC2.8K shares-15.33%2026-03-312026-05-13

PYPL PAYPAL HLDGS INC2.5K shares0.00%2026-03-312026-05-13

VEA VANGUARD TAX-MANAGED FDS1.7K shares0.00%2026-03-312026-05-13

FALN ISHARES TR4.0K shares0.00%2026-03-312026-05-13

NOK NOKIA CORP13.1K shares0.00%2026-03-312026-05-13

PPG PPG INDS INC950 shares0.00%2026-03-312026-05-13

FTSL FIRST TR EXCHANGE-TRADED FD2.2K shares0.00%2026-03-312026-05-13

Sponsored

QNITY ELECTRONICS INC QNITY ELECTRONICS INC825 shares22.22%2026-03-312026-05-13

TIP ISHARES TR853 shares0.00%2026-03-312026-05-13

ITA ISHARES TR425 shares0.00%2026-03-312026-05-13

SNDK SANDISK CORP146 shares0.00%2026-03-312026-05-13

CTVA CORTEVA INC1.1K shares0.00%2026-03-312026-05-13

VCSH VANGUARD SCOTTSDALE FDS1.1K shares0.00%2026-03-312026-05-13

PGX INVESCO EXCH TRADED FD TR II8.1K shares0.00%2026-03-312026-05-13

MCD MCDONALDS CORP272 shares0.00%2026-03-312026-05-13

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND418 shares0.00%2026-03-312026-05-13

HSY HERSHEY CO394 shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC850 shares0.00%2026-03-312026-05-13

ARKK ARK ETF TR1.2K shares4.39%2026-03-312026-05-13

PG PROCTER AND GAMBLE CO546 shares0.00%2026-03-312026-05-13

ACWI ISHARES TR565 shares0.00%2026-03-312026-05-13

MLM MARTIN MARIETTA MATLS INC130 shares0.00%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS787 shares0.00%2026-03-312026-05-13

Sponsored

XLF SELECT SECTOR SPDR TR1.4K shares0.00%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS832 shares0.00%2026-03-312026-05-13

FTXL FIRST TR EXCHANGE-TRADED FD450 shares0.00%2026-03-312026-05-13

CRM SALESFORCE INC351 shares0.00%2026-03-312026-05-13

GII SPDR INDEX SHS FDS860 shares8.86%2026-03-312026-05-13

UNH UNITEDHEALTH GROUP INC241 shares0.00%2026-03-312026-05-13

BK BANK NEW YORK MELLON CORP549 shares0.00%2026-03-312026-05-13

IYF ISHARES TR550 shares-10.57%2026-03-312026-05-13

Sponsored

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC1.4K shares0.00%2026-03-312026-05-13

GEHC GE HEALTHCARE TECHNOLOGIES I855 shares0.00%2026-03-312026-05-13

EFA ISHARES TR625 shares0.00%2026-03-312026-05-13

WAB WABTEC239 shares0.00%2026-03-312026-05-13

LINDE PLC LINDE PLC120 shares0.00%2026-03-312026-05-13

ABBV ABBVIE INC272 shares0.00%2026-03-312026-05-13

NUE NUCOR CORP349 shares0.00%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL119 shares0.00%2026-03-312026-05-13

Sponsored

PHO INVESCO EXCHANGE TRADED FD T850 shares0.00%2026-03-312026-05-13

DE DEERE & CO100 shares0.00%2026-03-312026-05-13

KTOS KRATOS DEFENSE & SEC SOLUTIO786 shares-55.99%2026-03-312026-05-13

HPE HEWLETT PACKARD ENTERPRISE C2.3K shares75.70%2026-03-312026-05-13

STZ CONSTELLATION BRANDS INC368 shares0.00%2026-03-312026-05-13

GUNR FLEXSHARES TR1.0K shares0.00%2026-03-312026-05-13

KNSL KINSALE CAP GROUP INC160 shares0.00%2026-03-312026-05-13

CVX CHEVRON CORP NEW246 shares0.00%2026-03-312026-05-13

Sponsored

UBER UBER TECHNOLOGIES INC700 shares0.00%2026-03-312026-05-13

CMG CHIPOTLE MEXICAN GRILL INC1.5K shares0.00%2026-03-312026-05-13

ECL ECOLAB INC178 shares0.00%2026-03-312026-05-13

REMX VANECK ETF TRUST530 shares6.00%2026-03-312026-05-13

BABA ALIBABA GROUP HLDG LTD360 shares0.00%2026-03-312026-05-13

ARKX ARK ETF TR1.5K shares0.00%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC379 shares0.00%2026-03-312026-05-13

CAH CARDINAL HEALTH INC203 shares0.00%2026-03-312026-05-13

Sponsored

CANADIAN PACIFIC KANSAS CANADIAN PACIFIC KANSAS520 shares0.00%2026-03-312026-05-13

CRWV COREWEAVE INC525 shares162.50%2026-03-312026-05-13

FTCS FIRST TR EXCHANGE-TRADED FD420 shares0.00%2026-03-312026-05-13

FDEM FIDELITY COVINGTON TRUST1.2K sharesnew addition2026-03-312026-05-13

EMN EASTMAN CHEM CO500 shares0.00%2026-03-312026-05-13

VRT VERTIV HOLDINGS CO150 shares0.00%2026-03-312026-05-13

GDX VANECK ETF TRUST400 shares0.00%2026-03-312026-05-13

SBUX STARBUCKS CORP394 shares0.00%2026-03-312026-05-13

Sponsored

KO COCA COLA CO464 shares0.00%2026-03-312026-05-13

HOOD ROBINHOOD MKTS INC500 shares0.00%2026-03-312026-05-13

XOM EXXON MOBIL CORP200 shares0.00%2026-03-312026-05-13

IBB ISHARES TR200 shares0.00%2026-03-312026-05-13

PDBC INVESCO ACTVELY MNGD ETC FD1.9K shares0.00%2026-03-312026-05-13

IHI ISHARES TR600 shares0.00%2026-03-312026-05-13

BEN FRANKLIN RESOURCES INC1.3K shares1.37%2026-03-312026-05-13

AGG ISHARES TR317 shares0.00%2026-03-312026-05-13

Sponsored

OKLO OKLO INC625 sharesnew addition2026-03-312026-05-13

REGN REGENERON PHARMACEUTICALS40 shares0.00%2026-03-312026-05-13

VV VANGUARD INDEX FDS103 shares0.00%2026-03-312026-05-13

FVD FIRST TR VALUE LINE DIVID IN650 shares0.00%2026-03-312026-05-13

CARR CARRIER GLOBAL CORPORATION523 shares0.00%2026-03-312026-05-13

LOGI LOGITECH INTL S A320 shares0.00%2026-03-312026-05-13

FLY FIREFLY AEROSPACE INC1.0K sharesnew addition2026-03-312026-05-13

RBLX ROBLOX CORP500 shares0.00%2026-03-312026-05-13

Sponsored

SOLV SOLVENTUM CORP425 shares0.00%2026-03-312026-05-13

GILD GILEAD SCIENCES INC198 shares0.00%2026-03-312026-05-13

SHYG ISHARES TR650 shares0.00%2026-03-312026-05-13

AMT AMERICAN TOWER CORP NEW159 shares0.00%2026-03-312026-05-13

DKS DICKS SPORTING GOODS INC137 shares0.00%2026-03-312026-05-13

HAL HALLIBURTON CO695 shares0.00%2026-03-312026-05-13

XSD SPDR SER TR83 shares0.00%2026-03-312026-05-13

KHC KRAFT HEINZ CO1.2K shares0.00%2026-03-312026-05-13

Sponsored

CAT CATERPILLAR INC37 shares0.00%2026-03-312026-05-13

ICE INTERCONTINENTAL EXCHANGE IN164 shares0.00%2026-03-312026-05-13

CL COLGATE PALMOLIVE CO301 shares0.00%2026-03-312026-05-13

XBI SPDR SER TR200 shares0.00%2026-03-312026-05-13

PAVE GLOBAL X FDS500 shares0.00%2026-03-312026-05-13

MRNA MODERNA INC500 shares0.00%2026-03-312026-05-13

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP73 shares0.00%2026-03-312026-05-13

DELL DELL TECHNOLOGIES INC150 shares0.00%2026-03-312026-05-13

Sponsored

XLE SELECT SECTOR SPDR TR400 shares0.00%2026-03-312026-05-13

THE CIGNA GROUP THE CIGNA GROUP90 shares0.00%2026-03-312026-05-13

OXY OCCIDENTAL PETE CORP366 shares0.00%2026-03-312026-05-13

ZTS ZOETIS INC200 shares0.00%2026-03-312026-05-13

VNQ VANGUARD INDEX FDS265 shares0.00%2026-03-312026-05-13

CSCO CISCO SYS INC299 shares0.00%2026-03-312026-05-13

HYG ISHARES TR287 shares0.00%2026-03-312026-05-13

INTC INTEL CORP500 shares0.00%2026-03-312026-05-13

Sponsored

ADBE ADOBE INC90 shares0.00%2026-03-312026-05-13

DVYE ISHARES TR630 shares0.00%2026-03-312026-05-13

AAL AMERICAN AIRLS GROUP INC2.0K shares0.00%2026-03-312026-05-13

UPS UNITED PARCEL SERVICE INC215 shares0.00%2026-03-312026-05-13

EVF EATON VANCE SR INCOME TR4.2K shares0.00%2026-03-312026-05-13

EVRG EVERGY INC250 shares0.00%2026-03-312026-05-13

IWF ISHARES TR48 shares0.00%2026-03-312026-05-13

VVR INVESCO SR INCOME TR6.3K shares0.00%2026-03-312026-05-13

Sponsored

XSHD INVESCO EXCH TRADED FD TR II1.5K shares0.00%2026-03-312026-05-13

PAYX PAYCHEX INC219 shares0.00%2026-03-312026-05-13

IWR ISHARES TR206 shares0.00%2026-03-312026-05-13

GLDM WORLD GOLD TR215 sharesnew addition2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC40 shares0.00%2026-03-312026-05-13

DVY ISHARES TR127 shares0.00%2026-03-312026-05-13

OTIS OTIS WORLDWIDE CORP245 shares0.00%2026-03-312026-05-13

ORCL ORACLE CORP128 shares0.00%2026-03-312026-05-13

Sponsored

POST POST HLDGS INC190 shares0.00%2026-03-312026-05-13

FEZ SPDR INDEX SHS FDS297 shares0.00%2026-03-312026-05-13

ANGL VANECK ETF TRUST634 shares0.00%2026-03-312026-05-13

RWR SPDR SER TR172 shares0.00%2026-03-312026-05-13

MDY SPDR S&P MIDCAP 400 ETF TR28 shares0.00%2026-03-312026-05-13

NBR NABORS INDUSTRIES LTD200 shares0.00%2026-03-312026-05-13

WFC WELLS FARGO CO NEW207 shares0.00%2026-03-312026-05-13

ALL ALLSTATE CORP79 shares0.00%2026-03-312026-05-13

Sponsored

CVS CVS HEALTH CORP222 shares0.00%2026-03-312026-05-13

VONV VANGUARD SCOTTSDALE FDS170 shares0.00%2026-03-312026-05-13

NEAR ISHARES U S ETF TR310 shares0.00%2026-03-312026-05-13

DDM PROSHARES TR300 shares-86.96%2026-03-312026-05-13

USAR USA RARE EARTH INC1.0K shares0.00%2026-03-312026-05-13

EATON CORP PLC EATON CORP PLC42 shares0.00%2026-03-312026-05-13

NKE NIKE INC281 shares0.00%2026-03-312026-05-13

INFLEQTION INC INFLEQTION INC1.5K sharesnew addition2026-03-312026-05-13

Sponsored

FDX FEDEX CORP41 shares0.00%2026-03-312026-05-13

SOXL DIREXION SHARES ETF TRUST300 shares0.00%2026-03-312026-05-13

CRSP CRISPR THERAPEUTICS AG300 sharesnew addition2026-03-312026-05-13

VONG VANGUARD SCOTTSDALE FDS125 shares0.00%2026-03-312026-05-13

TNA DIREXION SHARES ETF TRUST300 shares0.00%2026-03-312026-05-13

TQQQ PROSHARES TR300 shares0.00%2026-03-312026-05-13

UMAC UNUSUAL MACHS INC1.0K sharesnew addition2026-03-312026-05-13

HEFA ISHARES TR286 shares0.00%2026-03-312026-05-13

Sponsored

NSC NORFOLK SOUTHN CORP42 shares0.00%2026-03-312026-05-13

XLY SELECT SECTOR SPDR TR110 shares0.00%2026-03-312026-05-13

RWX SPDR INDEX SHS FDS450 shares0.00%2026-03-312026-05-13

NBCM NEUBERGER BERMAN ETF TRUST425 shares0.00%2026-03-312026-05-13

CRML CRITICAL METALS CORP1.5K shares0.00%2026-03-312026-05-13

EWJ ISHARES INC138 shares0.00%2026-03-312026-05-13

SCHW SCHWAB CHARLES CORP121 shares0.00%2026-03-312026-05-13

TTD THE TRADE DESK INC500 shares0.00%2026-03-312026-05-13

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC57 sharesnew addition2026-03-312026-05-13

NXPI NXP SEMICONDUCTORS N V54 shares0.00%2026-03-312026-05-13

DHR DANAHER CORPORATION55 shares0.00%2026-03-312026-05-13

MDLZ MONDELEZ INTL INC168 shares0.00%2026-03-312026-05-13

IYR ISHARES TR101 shares0.00%2026-03-312026-05-13

UAL UNITED AIRLS HLDGS INC100 shares0.00%2026-03-312026-05-13

MEDTRONIC PLC MEDTRONIC PLC106 shares0.00%2026-03-312026-05-13

MAS MASCO CORP152 shares0.00%2026-03-312026-05-13

Sponsored

BRW SABA CAPITAL INCOME & OPRNT1.4K shares0.00%2026-03-312026-05-13

VWO VANGUARD INTL EQUITY INDEX F163 shares0.00%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR60 shares0.00%2026-03-312026-05-13

COIN COINBASE GLOBAL INC50 shares0.00%2026-03-312026-05-13

IEUR ISHARES TR124 shares0.00%2026-03-312026-05-13

EOG EOG RES INC57 shares0.00%2026-03-312026-05-13

XLP SELECT SECTOR SPDR TR100 shares0.00%2026-03-312026-05-13

CORPAY INC CORPAY INC27 shares0.00%2026-03-312026-05-13

Sponsored

UUP INVESCO DB US DLR INDEX TR266 shares0.00%2026-03-312026-05-13

DFE WISDOMTREE TR97 shares0.00%2026-03-312026-05-13

KBE SPDR SER TR108 shares0.00%2026-03-312026-05-13

JPST J P MORGAN EXCHANGE TRADED F120 shares0.00%2026-03-312026-05-13

LMT LOCKHEED MARTIN CORP10 shares0.00%2026-03-312026-05-13

CMCSA COMCAST CORP NEW208 shares0.00%2026-03-312026-05-13

MBB ISHARES TR61 shares0.00%2026-03-312026-05-13

BP BP PLC123 shares0.00%2026-03-312026-05-13

Sponsored

PFE PFIZER INC201 shares0.00%2026-03-312026-05-13

NLR VANECK ETF TRUST42 shares0.00%2026-03-312026-05-13

ZBH ZIMMER BIOMET HOLDINGS INC61 shares0.00%2026-03-312026-05-13

LUV SOUTHWEST AIRLS CO140 shares0.00%2026-03-312026-05-13

FOXA FOX CORP84 shares0.00%2026-03-312026-05-13

CC CHEMOURS CO218 shares0.00%2026-03-312026-05-13

BIIB BIOGEN INC25 shares0.00%2026-03-312026-05-13

V VISA INC15 shares0.00%2026-03-312026-05-13

Sponsored

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW34 shares0.00%2026-03-312026-05-13

FVRR FIVERR INTL LTD400 shares0.00%2026-03-312026-05-13

DBX DROPBOX INC150 shares0.00%2026-03-312026-05-13

TILRAY BRANDS INC TILRAY BRANDS INC500 shares0.00%2026-03-312026-05-13

BRBR BELLRING BRANDS INC189 shares0.00%2026-03-312026-05-13

IYW ISHARES TR16 shares0.00%2026-03-312026-05-13

FI FISERV INC51 shares0.00%2026-03-312026-05-13

ARKG ARK ETF TR100 sharesnew addition2026-03-312026-05-13

Sponsored

COMT ISHARES TR77 shares0.00%2026-03-312026-05-13

PIN INVESCO INDIA EXCHANGE-TRADE115 shares0.00%2026-03-312026-05-13

WIX WIX COM LTD25 shares0.00%2026-03-312026-05-13

EL LAUDER ESTEE COS INC30 shares0.00%2026-03-312026-05-13

BDX BECTON DICKINSON & CO13 shares0.00%2026-03-312026-05-13

BFH BREAD FINANCIAL HOLDINGS INC27 shares0.00%2026-03-312026-05-13

BAX BAXTER INTL INC116 shares0.00%2026-03-312026-05-13

OXY.WS OCCIDENTAL PETE CORP45 shares0.00%2026-03-312026-05-13

Sponsored

BITO PROSHARES TR175 shares0.00%2026-03-312026-05-13

VLTO VERALTO CORP18 shares0.00%2026-03-312026-05-13

WBD WARNER BROS DISCOVERY INC54 shares0.00%2026-03-312026-05-13

DAL DELTA AIR LINES INC DEL20 shares0.00%2026-03-312026-05-13

TMUS T-MOBILE US INC6 shares0.00%2026-03-312026-05-13

KD KYNDRYL HLDGS INC90 shares0.00%2026-03-312026-05-13

WFRD WEATHERFORD INTL PLC6 shares0.00%2026-03-312026-05-13

FMC FMC CORP31 shares0.00%2026-03-312026-05-13

Sponsored

VTRS VIATRIS INC24 shares0.00%2026-03-312026-05-13

WAT WATERS CORP1 sharesnew addition2026-03-312026-05-13

VERSANT MEDIA GROUP INC VERSANT MEDIA GROUP INC8 sharesnew addition2026-03-312026-05-13

OGN ORGANON & CO25 shares0.00%2026-03-312026-05-13

CHARGEPOINT HOLDINGS INC CHARGEPOINT HOLDINGS INC15 shares0.00%2026-03-312026-05-13

VANGUARD INDEX FDS

0.00%

Shares5.8K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

0.00%

Shares19.9K

Event2026-03-31

Filed2026-05-13

VYM

VANGUARD WHITEHALL FDS

-4.27%

Shares22.8K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-3.87%

Shares30.0K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

0.00%

Shares6.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-13

QAI

NEW YORK LIFE INVESTMENTS ET

0.06%

Shares33.3K

Event2026-03-31

Filed2026-05-13

URI

UNITED RENTALS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

GEV

GE VERNOVA INC

0.00%

Shares620

Event2026-03-31

Filed2026-05-13

GE AEROSPACE

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-13

QLTA

ISHARES TR

0.00%

Shares8.0K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

0.00%

Shares850

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

0.00%

Shares487

Event2026-03-31

Filed2026-05-13

PLTR

PALANTIR TECHNOLOGIES INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13

BOEING CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-13