Sponsored

The Analysis of CRUX WEALTH ADVISORS's Holdings & P&L

Currently, CRUX WEALTH ADVISORS holds 179 types of securities in its portfolio with a total value $260.2M. In the most recent quarter, they have increased their positions in CRCL (+21.3K shares, valued at $2.0M), N/A (+2.4K shares, valued at $780.8K), AMRZ (+11.9K shares, valued at $664.5K); decreased their positions in N/A (-1.8K shares, valued at $516.2K), WFC (-5.4K shares, valued at $431.2K), GLD (-943 shares, valued at $405.8K); initiated new positions in N/A (+2.4K shares, valued at $780.8K), AMRZ (+11.9K shares, valued at $664.5K), N/A (+2.6K shares, valued at $514.2K).

1M P&L

+6.8M+2.75%

3M P&L

-3.6M-1.40%

HY P&L

+6.2M+2.47%

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/A143.8M

61.3%

2Semiconductors11.8M

5.0%

3Software - Infrastructure6.7M

2.9%

Top Industries by Stock Count

1N/A90 stocks

54.9%

2Software - Application5 stocks

3.0%

3Semiconductors5 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BKAG BNY MELLON ETF TRUST322.8K shares2.21%2026-03-312026-04-24

SPYG SPDR SERIES TRUST108.6K shares4.39%2026-03-312026-04-24

BKDV BNY MELLON ETF TRUST II342.6K shares1.79%2026-03-312026-04-24

BKLC BNY MELLON ETF TRUST68.6K shares4.91%2026-03-312026-04-24

NVDA NVIDIA CORPORATION40.7K shares-3.48%2026-03-312026-04-24

AMZN AMAZON COM INC27.2K shares8.12%2026-03-312026-04-24

MSFT MICROSOFT CORP14.5K shares1.44%2026-03-312026-04-24

RDVY FIRST TR EXCHANGE TRADED FD66.5K shares4.57%2026-03-312026-04-24

Sponsored

SPYX SPDR SERIES TRUST85.5K shares-0.21%2026-03-312026-04-24

VANGUARD INDEX FDS VANGUARD INDEX FDS7.5K shares-1.42%2026-03-312026-04-24

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.3K shares-7.68%2026-03-312026-04-24

META META PLATFORMS INC7.7K shares-0.27%2026-03-312026-04-24

DGRW WISDOMTREE TR49.5K shares-1.28%2026-03-312026-04-24

NULV NUSHARES ETF TR81.1K shares-0.25%2026-03-312026-04-24

BKCI BNY MELLON ETF TRUST73.0K shares3.50%2026-03-312026-04-24

ALPHABET INC ALPHABET INC11.4K shares-1.54%2026-03-312026-04-24

Sponsored

NULG NUSHARES ETF TR35.7K shares0.31%2026-03-312026-04-24

SCHW SCHWAB CHARLES CORP34.1K shares-1.27%2026-03-312026-04-24

ALPHABET INC ALPHABET INC11.1K shares-13.88%2026-03-312026-04-24

EAGG ISHARES TR67.1K shares0.86%2026-03-312026-04-24

ESGD ISHARES TR33.1K shares-0.76%2026-03-312026-04-24

AAPL APPLE INC12.0K shares-0.26%2026-03-312026-04-24

JPM JPMORGAN CHASE & CO10.3K shares-4.26%2026-03-312026-04-24

FTCS FIRST TR EXCHANGE-TRADED FD31.9K shares3.49%2026-03-312026-04-24

Sponsored

SCIO FIRST TR EXCHANGE-TRADED FD139.2K shares6.43%2026-03-312026-04-24

ESGE ISHARES INC60.7K shares-0.78%2026-03-312026-04-24

AMAT APPLIED MATLS INC8.0K shares-4.39%2026-03-312026-04-24

PM PHILIP MORRIS INTL INC16.6K shares0.68%2026-03-312026-04-24

BKNG BOOKING HOLDINGS INC637 shares9.64%2026-03-312026-04-24

BKHY BNY MELLON ETF TRUST55.3K shares3.67%2026-03-312026-04-24

CRCL CIRCLE INTERNET GROUP INC26.3K shares428.00%2026-03-312026-04-24

XOM EXXON MOBIL CORP14.6K shares0.55%2026-03-312026-04-24

Sponsored

SCHG SCHWAB STRATEGIC TR83.4K shares-9.56%2026-03-312026-04-24

HMOP HARTFORD FDS EXCHANGE TRADED61.8K shares-9.48%2026-03-312026-04-24

V VISA INC7.2K shares0.95%2026-03-312026-04-24

SBND COLUMBIA ETF TR I114.1K shares7.87%2026-03-312026-04-24

PTLC PACER FDS TR40.8K shares5.86%2026-03-312026-04-24

TSM TAIWAN SEMICONDUCTOR MANUFAC6.3K shares-14.39%2026-03-312026-04-24

COWG PACER FDS TR62.5K shares6.64%2026-03-312026-04-24

BROADCOM INC BROADCOM INC6.4K shares-7.29%2026-03-312026-04-24

Sponsored

VTI VANGUARD INDEX FDS5.9K shares-5.90%2026-03-312026-04-24

CGGR CAPITAL GROUP GROWTH ETF45.2K shares5.94%2026-03-312026-04-24

COP CONOCOPHILLIPS13.7K shares0.93%2026-03-312026-04-24

FNY FIRST TR EXCHANGE-TRADED ALP19.0K shares4.81%2026-03-312026-04-24

TSLA TESLA INC4.5K shares-6.12%2026-03-312026-04-24

FTCB FIRST TR EXCHANGE-TRADED FD79.9K shares7.02%2026-03-312026-04-24

ADI ANALOG DEVICES INC5.2K shares-17.44%2026-03-312026-04-24

VUG VANGUARD INDEX FDS3.8K shares-0.79%2026-03-312026-04-24

Sponsored

BKIE BNY MELLON ETF TRUST17.1K shares-6.01%2026-03-312026-04-24

VO VANGUARD INDEX FDS5.4K shares-6.78%2026-03-312026-04-24

AFMC FIRST TR EXCHNG TRADED FD VI44.0K shares5.20%2026-03-312026-04-24

RODM LATTICE STRATEGIES TR39.5K shares-7.44%2026-03-312026-04-24

SYK STRYKER CORPORATION4.6K shares36.63%2026-03-312026-04-24

WFC WELLS FARGO & CO18.7K shares-22.45%2026-03-312026-04-24

EZM WISDOMTREE TR21.9K shares-10.59%2026-03-312026-04-24

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP4.3K shares1.77%2026-03-312026-04-24

Sponsored

VIG VANGUARD SPECIALIZED FUNDS6.8K shares0.39%2026-03-312026-04-24

NVS NOVARTIS AG9.5K shares-11.33%2026-03-312026-04-24

FVD FIRST TR EXCHANGE-TRADED FD30.5K shares-5.67%2026-03-312026-04-24

BKEM BNY MELLON ETF TRUST17.9K shares-6.41%2026-03-312026-04-24

IQV IQVIA HLDGS INC8.3K shares-1.19%2026-03-312026-04-24

CMCSA COMCAST CORP NEW49.0K shares4.01%2026-03-312026-04-24

ELV ELEVANCE HEALTH INC FORMERLY4.7K shares3.47%2026-03-312026-04-24

MEDTRONIC PLC MEDTRONIC PLC15.8K shares1.66%2026-03-312026-04-24

Sponsored

IGIB ISHARES TR25.4K shares-1.94%2026-03-312026-04-24

BK BANK NEW YORK MELLON CORP11.3K shares-6.54%2026-03-312026-04-24

MA MASTERCARD INCORPORATED2.3K shares-6.01%2026-03-312026-04-24

MCK MCKESSON CORP1.3K shares-5.61%2026-03-312026-04-24

IVV ISHARES TR1.7K shares-4.95%2026-03-312026-04-24

UNILEVER PLC UNILEVER PLC19.4K shares1.74%2026-03-312026-04-24

MOAT VANECK ETF TRUST11.3K shares-8.40%2026-03-312026-04-24

BDX BECTON DICKINSON & CO6.9K shares10.35%2026-03-312026-04-24

Sponsored

FLQL FRANKLIN TEMPLETON ETF TR15.6K shares-1.51%2026-03-312026-04-24

DIS DISNEY WALT CO10.9K shares-2.32%2026-03-312026-04-24

QBUF INNOVATOR ETFS TRUST35.4K shares13.13%2026-03-312026-04-24

MUB ISHARES TR9.7K shares50.17%2026-03-312026-04-24

OMC OMNICOM GROUP INC13.6K shares2.98%2026-03-312026-04-24

SBUX STARBUCKS CORP11.3K shares-0.90%2026-03-312026-04-24

APD AIR PRODUCTS AND CHEMICALS I3.3K shares-1.03%2026-03-312026-04-24

VEA VANGUARD TAX-MANAGED FDS14.7K shares-6.24%2026-03-312026-04-24

Sponsored

SNY SANOFI SA19.2K shares1.60%2026-03-312026-04-24

GLD SPDR GOLD TR2.0K shares-31.53%2026-03-312026-04-24

VXF VANGUARD INDEX FDS4.0K shares-11.64%2026-03-312026-04-24

AGG ISHARES TR8.3K shares-5.85%2026-03-312026-04-24

ICE INTERCONTINENTAL EXCHANGE IN5.2K shares299.85%2026-03-312026-04-24

EATON CORP PLC EATON CORP PLC2.3K shares-2.66%2026-03-312026-04-24

SCHX SCHWAB STRATEGIC TR30.6K shares0.29%2026-03-312026-04-24

CRM SALESFORCE INC4.2K shares-2.04%2026-03-312026-04-24

Sponsored

AON PLC AON PLC2.4K sharesnew addition2026-03-312026-04-24

VOE VANGUARD INDEX FDS4.2K shares0.53%2026-03-312026-04-24

FTLS FIRST TR EXCH TRADED FD III10.7K shares2.79%2026-03-312026-04-24

INVESCO QQQ TR INVESCO QQQ TR1.3K shares4.43%2026-03-312026-04-24

WMT WALMART INC5.7K shares-1.00%2026-03-312026-04-24

ORCL ORACLE CORP4.8K shares-7.43%2026-03-312026-04-24

FLJP FRANKLIN TEMPLETON ETF TR19.3K shares-3.89%2026-03-312026-04-24

ABNB AIRBNB INC5.4K shares-2.96%2026-03-312026-04-24

Sponsored

NUHY NUSHARES ETF TR31.5K shares1.19%2026-03-312026-04-24

CENCORA INC CENCORA INC2.1K shares-2.80%2026-03-312026-04-24

AMRZ AMRIZE LTD11.9K sharesnew addition2026-03-312026-04-24

MPC MARATHON PETE CORP2.7K shares-1.17%2026-03-312026-04-24

QCOM QUALCOMM INC5.1K shares-0.25%2026-03-312026-04-24

RTX RTX CORPORATION3.3K shares0.15%2026-03-312026-04-24

BKSE BNY MELLON ETF TRUST5.5K shares-5.67%2026-03-312026-04-24

MSI MOTOROLA SOLUTIONS INC1.4K shares-1.19%2026-03-312026-04-24

Sponsored

ADSK AUTODESK INC2.6K shares-1.51%2026-03-312026-04-24

CHKP CHECK POINT SOFTWARE TECH LT4.2K shares0.40%2026-03-312026-04-24

BKMC BNY MELLON ETF TRUST5.3K shares-8.34%2026-03-312026-04-24

VIGI VANGUARD WHITEHALL FDS6.5K shares-8.62%2026-03-312026-04-24

TOTL SSGA ACTIVE ETF TR13.1K shares0.80%2026-03-312026-04-24

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND2.6K sharesnew addition2026-03-312026-04-24

KNG FIRST TR EXCHANGE-TRADED FD10.5K shares0.76%2026-03-312026-04-24

MAS MASCO CORP8.4K shares4.91%2026-03-312026-04-24

Sponsored

PEP PEPSICO INC3.3K shares2.17%2026-03-312026-04-24

ZALT INNOVATOR ETFS TRUST15.5K shares21.88%2026-03-312026-04-24

TMO THERMO FISHER SCIENTIFIC INC1.0K sharesnew addition2026-03-312026-04-24

MERCK & CO INC MERCK & CO INC4.1K shares0.42%2026-03-312026-04-24

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC2.0K sharesnew addition2026-03-312026-04-24

ADBE ADOBE INC1.9K shares-0.89%2026-03-312026-04-24

CB CHUBB LTD SWITZ1.4K shares-1.58%2026-03-312026-04-24

RVNU DBX ETF TR18.1K shares11.99%2026-03-312026-04-24

Sponsored

DXCM DEXCOM INC7.0K shares3.35%2026-03-312026-04-24

IJR ISHARES TR3.5K shares0.17%2026-03-312026-04-24

UBER UBER TECHNOLOGIES INC6.0K sharesnew addition2026-03-312026-04-24

HD HOME DEPOT INC1.3K shares2.15%2026-03-312026-04-24

TT TRANE TECHNOLOGIES PLC955 shares-2.35%2026-03-312026-04-24

IVW ISHARES TR3.5K shares-49.90%2026-03-312026-04-24

CME CME GROUP INC1.3K shares2.32%2026-03-312026-04-24

VCEB VANGUARD WORLD FD6.2K shares0.75%2026-03-312026-04-24

Sponsored

JNJ JOHNSON & JOHNSON1.6K shares0.06%2026-03-312026-04-24

DDWM WISDOMTREE TR8.5K shares-22.44%2026-03-312026-04-24

ECL ECOLAB INC1.4K shares4.69%2026-03-312026-04-24

DE DEERE & CO652 shares0.31%2026-03-312026-04-24

FDL FIRST TR EXCHANGE-TRADED FD7.1K shares20.63%2026-03-312026-04-24

TJX TJX COS INC NEW2.2K shares-1.99%2026-03-312026-04-24

XLK SELECT SECTOR SPDR TR2.6K shares-31.18%2026-03-312026-04-24

JEPI J P MORGAN EXCHANGE TRADED F5.9K shares1.07%2026-03-312026-04-24

Sponsored

FTSM FIRST TR EXCHANGE-TRADED FD5.5K shares13.17%2026-03-312026-04-24

SPYM SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-04-24

MGC VANGUARD WORLD FD1.4K shares0.14%2026-03-312026-04-24

VZ VERIZON COMMUNICATIONS INC6.5K shares4.19%2026-03-312026-04-24

DBEF DBX ETF TR6.4K shares39.09%2026-03-312026-04-24

IUSG ISHARES TR2.0K shares0.15%2026-03-312026-04-24

JCI JOHNSON CONTROLS INTERNATION2.3K shares0.04%2026-03-312026-04-24

VEEV VEEVA SYS INC1.7K shares-0.86%2026-03-312026-04-24

Sponsored

FMHI FIRST TR EXCH TRADED FD III6.4K shares0.00%2026-03-312026-04-24

MCD MCDONALDS CORP961 shares0.52%2026-03-312026-04-24

AMD ADVANCED MICRO DEVICES INC1.5K shares-7.03%2026-03-312026-04-24

FNX FIRST TR EXCHANGE-TRADED ALP2.3K shares-11.80%2026-03-312026-04-24

VWO VANGUARD INTL EQUITY INDEX F5.4K shares-0.51%2026-03-312026-04-24

PFEB INNOVATOR ETFS TRUST7.1K sharesnew addition2026-03-312026-04-24

EES WISDOMTREE TR4.8K shares0.19%2026-03-312026-04-24

HEDJ WISDOMTREE TR5.0K sharesnew addition2026-03-312026-04-24

Sponsored

GS GOLDMAN SACHS GROUP INC308 shares0.65%2026-03-312026-04-24

LEGR FIRST TR EXCHANGE TRADED FD4.4K shares15.31%2026-03-312026-04-24

DRI DARDEN RESTAURANTS INC1.3K shares0.55%2026-03-312026-04-24

IEFA ISHARES TR2.7K shares0.00%2026-03-312026-04-24

DVN DEVON ENERGY CORP NEW4.9K sharesnew addition2026-03-312026-04-24

USMV ISHARES TR2.7K shares-3.35%2026-03-312026-04-24

EALT INNOVATOR ETFS TRUST7.2K sharesnew addition2026-03-312026-04-24

EMC GLOBAL X FDS7.8K shares-8.52%2026-03-312026-04-24

Sponsored

UNP UNION PAC CORP993 shares4.53%2026-03-312026-04-24

DON WISDOMTREE TR4.6K shares0.50%2026-03-312026-04-24

VTV VANGUARD INDEX FDS1.2K shares0.50%2026-03-312026-04-24

AZO AUTOZONE INC70 shares0.00%2026-03-312026-04-24

COST COSTCO WHOLESALE CORPORATION235 shares0.43%2026-03-312026-04-24

RBUF INNOVATOR ETFS TRUST8.0K shares5.35%2026-03-312026-04-24

FSMB FIRST TR EXCH TRADED FD III11.6K shares0.22%2026-03-312026-04-24

CVX CHEVRON CORPORATION1.1K sharesnew addition2026-03-312026-04-24

Sponsored

UNH UNITEDHEALTH GROUP INC820 shares-1.91%2026-03-312026-04-24

FIW FIRST TR EXCHANGE-TRADED FD2.1K shares0.19%2026-03-312026-04-24

IWP ISHARES TR1.7K shares0.06%2026-03-312026-04-24

XLF SELECT SECTOR SPDR TR4.4K shares-40.94%2026-03-312026-04-24

ARDX ARDELYX INC35.8K shares15.62%2026-03-312026-04-24

ANGL VANECK ETF TRUST7.1K shares-1.30%2026-03-312026-04-24

SMH VANECK ETF TRUST524 sharesnew addition2026-03-312026-04-24

KFEB INNOVATOR ETFS TRUST7.1K sharesnew addition2026-03-312026-04-24

Sponsored

WCMI FIRST TR EXCHANGE-TRADED FD10.3K shares0.00%2026-03-312026-04-24

NOW SERVICENOW INC1.0K sharesnew addition2026-03-312026-04-24

LYG LLOYDS BANKING GROUP PLC10.6K shares3.77%2026-03-312026-04-24

BKAG

BNY MELLON ETF TRUST

2.21%

Shares322.8K

Event2026-03-31

Filed2026-04-24

SPYG

SPDR SERIES TRUST

4.39%

Shares108.6K

Event2026-03-31

Filed2026-04-24

BKDV

BNY MELLON ETF TRUST II

1.79%

Shares342.6K

Event2026-03-31

Filed2026-04-24

BKLC

BNY MELLON ETF TRUST

4.91%

Shares68.6K

Event2026-03-31

Filed2026-04-24

NVDA

NVIDIA CORPORATION

-3.48%

Shares40.7K

Event2026-03-31

Filed2026-04-24

AMZN

AMAZON COM INC

8.12%

Shares27.2K

Event2026-03-31

Filed2026-04-24

MSFT

MICROSOFT CORP

1.44%

Shares14.5K

Event2026-03-31

Filed2026-04-24

RDVY

FIRST TR EXCHANGE TRADED FD

4.57%

Shares66.5K

Event2026-03-31

Filed2026-04-24

SPYX

SPDR SERIES TRUST

-0.21%

Shares85.5K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-1.42%

Shares7.5K

Event2026-03-31

Filed2026-04-24

BERKSHIRE HATHAWAY INC DEL

-7.68%

Shares9.3K

Event2026-03-31

Filed2026-04-24

META

META PLATFORMS INC

-0.27%

Shares7.7K

Event2026-03-31

Filed2026-04-24

DGRW

WISDOMTREE TR

-1.28%

Shares49.5K

Event2026-03-31

Filed2026-04-24

NULV

NUSHARES ETF TR

-0.25%

Shares81.1K

Event2026-03-31

Filed2026-04-24

BKCI

BNY MELLON ETF TRUST

3.50%

Shares73.0K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-1.54%

Shares11.4K

Event2026-03-31

Filed2026-04-24

NULG

NUSHARES ETF TR

0.31%

Shares35.7K

Event2026-03-31

Filed2026-04-24

SCHW

SCHWAB CHARLES CORP

-1.27%

Shares34.1K

Event2026-03-31

Filed2026-04-24

ALPHABET INC

-13.88%

Shares11.1K

Event2026-03-31

Filed2026-04-24

EAGG

ISHARES TR

0.86%

Shares67.1K

Event2026-03-31

Filed2026-04-24

ESGD

ISHARES TR

-0.76%

Shares33.1K

Event2026-03-31

Filed2026-04-24

AAPL

APPLE INC

-0.26%

Shares12.0K

Event2026-03-31

Filed2026-04-24

JPM

JPMORGAN CHASE & CO

-4.26%

Shares10.3K

Event2026-03-31

Filed2026-04-24

FTCS

FIRST TR EXCHANGE-TRADED FD

3.49%

Shares31.9K

Event2026-03-31

Filed2026-04-24

SCIO

FIRST TR EXCHANGE-TRADED FD

6.43%

Shares139.2K

Event2026-03-31

Filed2026-04-24

ESGE

ISHARES INC

-0.78%

Shares60.7K

Event2026-03-31

Filed2026-04-24

AMAT

APPLIED MATLS INC

-4.39%

Shares8.0K

Event2026-03-31

Filed2026-04-24

PHILIP MORRIS INTL INC

0.68%

Shares16.6K

Event2026-03-31

Filed2026-04-24

BKNG

BOOKING HOLDINGS INC

9.64%

Shares637

Event2026-03-31

Filed2026-04-24

BKHY

BNY MELLON ETF TRUST

3.67%

Shares55.3K

Event2026-03-31

Filed2026-04-24

CRCL

CIRCLE INTERNET GROUP INC

428.00%

Shares26.3K

Event2026-03-31

Filed2026-04-24

XOM

EXXON MOBIL CORP

0.55%

Shares14.6K

Event2026-03-31

Filed2026-04-24

SCHG

SCHWAB STRATEGIC TR

-9.56%

Shares83.4K

Event2026-03-31

Filed2026-04-24

HMOP

HARTFORD FDS EXCHANGE TRADED

-9.48%

Shares61.8K

Event2026-03-31

Filed2026-04-24

VISA INC

0.95%

Shares7.2K

Event2026-03-31

Filed2026-04-24

SBND

COLUMBIA ETF TR I

7.87%

Shares114.1K

Event2026-03-31

Filed2026-04-24

PTLC

PACER FDS TR

5.86%

Shares40.8K

Event2026-03-31

Filed2026-04-24

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-14.39%

Shares6.3K

Event2026-03-31

Filed2026-04-24

COWG

PACER FDS TR

6.64%

Shares62.5K

Event2026-03-31

Filed2026-04-24

BROADCOM INC

-7.29%

Shares6.4K

Event2026-03-31

Filed2026-04-24

VTI

VANGUARD INDEX FDS

-5.90%

Shares5.9K

Event2026-03-31

Filed2026-04-24

CGGR

CAPITAL GROUP GROWTH ETF

5.94%

Shares45.2K

Event2026-03-31

Filed2026-04-24

COP

CONOCOPHILLIPS

0.93%

Shares13.7K

Event2026-03-31

Filed2026-04-24

FNY

FIRST TR EXCHANGE-TRADED ALP

4.81%

Shares19.0K

Event2026-03-31

Filed2026-04-24

TSLA

TESLA INC

-6.12%

Shares4.5K

Event2026-03-31

Filed2026-04-24

FTCB

FIRST TR EXCHANGE-TRADED FD

7.02%

Shares79.9K

Event2026-03-31

Filed2026-04-24

ADI

ANALOG DEVICES INC

-17.44%

Shares5.2K

Event2026-03-31

Filed2026-04-24

VUG

VANGUARD INDEX FDS

-0.79%

Shares3.8K

Event2026-03-31

Filed2026-04-24

BKIE

BNY MELLON ETF TRUST

-6.01%

Shares17.1K

Event2026-03-31

Filed2026-04-24

VANGUARD INDEX FDS

-6.78%

Shares5.4K

Event2026-03-31

Filed2026-04-24

AFMC

FIRST TR EXCHNG TRADED FD VI

5.20%

Shares44.0K

Event2026-03-31

Filed2026-04-24

RODM

LATTICE STRATEGIES TR

-7.44%

Shares39.5K

Event2026-03-31

Filed2026-04-24

SYK

STRYKER CORPORATION

36.63%

Shares4.6K

Event2026-03-31

Filed2026-04-24

WFC

WELLS FARGO & CO

-22.45%

Shares18.7K

Event2026-03-31

Filed2026-04-24

EZM

WISDOMTREE TR

-10.59%

Shares21.9K

Event2026-03-31

Filed2026-04-24

GENERAL DYNAMICS CORP

1.77%

Shares4.3K

Event2026-03-31

Filed2026-04-24

VIG

VANGUARD SPECIALIZED FUNDS

0.39%

Shares6.8K

Event2026-03-31

Filed2026-04-24

NVS

NOVARTIS AG

-11.33%

Shares9.5K

Event2026-03-31

Filed2026-04-24

FVD

FIRST TR EXCHANGE-TRADED FD

-5.67%

Shares30.5K

Event2026-03-31

Filed2026-04-24

BKEM

BNY MELLON ETF TRUST

-6.41%

Shares17.9K

Event2026-03-31

Filed2026-04-24

IQV

IQVIA HLDGS INC

-1.19%

Shares8.3K

Event2026-03-31

Filed2026-04-24

CMCSA

COMCAST CORP NEW

4.01%

Shares49.0K

Event2026-03-31

Filed2026-04-24

ELV

ELEVANCE HEALTH INC FORMERLY

3.47%

Shares4.7K

Event2026-03-31

Filed2026-04-24

MEDTRONIC PLC

1.66%

Shares15.8K

Event2026-03-31

Filed2026-04-24

IGIB

ISHARES TR

-1.94%

Shares25.4K

Event2026-03-31

Filed2026-04-24

BANK NEW YORK MELLON CORP

-6.54%

Shares11.3K

Event2026-03-31

Filed2026-04-24

MASTERCARD INCORPORATED

-6.01%

Shares2.3K

Event2026-03-31

Filed2026-04-24

MCK

MCKESSON CORP

-5.61%

Shares1.3K

Event2026-03-31

Filed2026-04-24

IVV

ISHARES TR

-4.95%

Shares1.7K

Event2026-03-31

Filed2026-04-24

UNILEVER PLC

1.74%

Shares19.4K

Event2026-03-31

Filed2026-04-24

MOAT

VANECK ETF TRUST

-8.40%

Shares11.3K

Event2026-03-31

Filed2026-04-24

BDX

BECTON DICKINSON & CO

10.35%

Shares6.9K

Event2026-03-31

Filed2026-04-24

FLQL

FRANKLIN TEMPLETON ETF TR

-1.51%

Shares15.6K

Event2026-03-31

Filed2026-04-24

DIS

DISNEY WALT CO

-2.32%

Shares10.9K

Event2026-03-31

Filed2026-04-24

QBUF

INNOVATOR ETFS TRUST

13.13%

Shares35.4K

Event2026-03-31

Filed2026-04-24

MUB

ISHARES TR

50.17%

Shares9.7K

Event2026-03-31

Filed2026-04-24

OMC

OMNICOM GROUP INC

2.98%

Shares13.6K

Event2026-03-31

Filed2026-04-24

SBUX

STARBUCKS CORP

-0.90%

Shares11.3K

Event2026-03-31

Filed2026-04-24

APD

AIR PRODUCTS AND CHEMICALS I

-1.03%

Shares3.3K

Event2026-03-31

Filed2026-04-24

VEA

VANGUARD TAX-MANAGED FDS

-6.24%

Shares14.7K

Event2026-03-31

Filed2026-04-24

SNY

SANOFI SA

1.60%

Shares19.2K

Event2026-03-31

Filed2026-04-24

GLD

SPDR GOLD TR

-31.53%

Shares2.0K

Event2026-03-31

Filed2026-04-24

VXF

VANGUARD INDEX FDS

-11.64%

Shares4.0K

Event2026-03-31

Filed2026-04-24

AGG

ISHARES TR

-5.85%

Shares8.3K

Event2026-03-31

Filed2026-04-24

ICE

INTERCONTINENTAL EXCHANGE IN

299.85%

Shares5.2K

Event2026-03-31

Filed2026-04-24

EATON CORP PLC

-2.66%

Shares2.3K

Event2026-03-31

Filed2026-04-24

SCHX

SCHWAB STRATEGIC TR

0.29%

Shares30.6K

Event2026-03-31

Filed2026-04-24

CRM

SALESFORCE INC

-2.04%

Shares4.2K

Event2026-03-31

Filed2026-04-24

AON PLC

New

Shares2.4K

Event2026-03-31

Filed2026-04-24

VOE

VANGUARD INDEX FDS

0.53%

Shares4.2K

Event2026-03-31

Filed2026-04-24

FTLS

FIRST TR EXCH TRADED FD III

2.79%

Shares10.7K

Event2026-03-31

Filed2026-04-24

INVESCO QQQ TR

4.43%

Shares1.3K

Event2026-03-31

Filed2026-04-24

WMT

WALMART INC

-1.00%

Shares5.7K

Event2026-03-31

Filed2026-04-24

ORCL

ORACLE CORP

-7.43%

Shares4.8K

Event2026-03-31

Filed2026-04-24

FLJP

FRANKLIN TEMPLETON ETF TR

-3.89%

Shares19.3K

Event2026-03-31

Filed2026-04-24

ABNB

AIRBNB INC

-2.96%

Shares5.4K

Event2026-03-31

Filed2026-04-24

NUHY

NUSHARES ETF TR

1.19%

Shares31.5K

Event2026-03-31

Filed2026-04-24

CENCORA INC

-2.80%

Shares2.1K

Event2026-03-31

Filed2026-04-24

AMRZ

AMRIZE LTD

New

Shares11.9K

Event2026-03-31

Filed2026-04-24

MPC

MARATHON PETE CORP

-1.17%

Shares2.7K

Event2026-03-31

Filed2026-04-24

QCOM

QUALCOMM INC

-0.25%

Shares5.1K

Event2026-03-31

Filed2026-04-24

RTX

RTX CORPORATION

0.15%

Shares3.3K

Event2026-03-31

Filed2026-04-24

BKSE

BNY MELLON ETF TRUST

-5.67%

Shares5.5K

Event2026-03-31

Filed2026-04-24

MSI

MOTOROLA SOLUTIONS INC

-1.19%

Shares1.4K

Event2026-03-31

Filed2026-04-24

ADSK

AUTODESK INC

-1.51%

Shares2.6K

Event2026-03-31

Filed2026-04-24

CHKP

CHECK POINT SOFTWARE TECH LT

0.40%

Shares4.2K

Event2026-03-31

Filed2026-04-24

BKMC

BNY MELLON ETF TRUST

-8.34%

Shares5.3K

Event2026-03-31

Filed2026-04-24

VIGI

VANGUARD WHITEHALL FDS

-8.62%

Shares6.5K

Event2026-03-31

Filed2026-04-24

TOTL

SSGA ACTIVE ETF TR

0.80%

Shares13.1K

Event2026-03-31

Filed2026-04-24

ACCENTURE PLC IRELAND

New

Shares2.6K

Event2026-03-31

Filed2026-04-24

KNG

FIRST TR EXCHANGE-TRADED FD

0.76%

Shares10.5K

Event2026-03-31

Filed2026-04-24

MAS

MASCO CORP

4.91%

Shares8.4K

Event2026-03-31

Filed2026-04-24

PEP

PEPSICO INC

2.17%

Shares3.3K

Event2026-03-31

Filed2026-04-24

ZALT

INNOVATOR ETFS TRUST

21.88%

Shares15.5K

Event2026-03-31

Filed2026-04-24

TMO

THERMO FISHER SCIENTIFIC INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

MERCK & CO INC

0.42%

Shares4.1K

Event2026-03-31

Filed2026-04-24

FERGUSON ENTERPRISES INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-24

ADBE

ADOBE INC

-0.89%

Shares1.9K

Event2026-03-31

Filed2026-04-24

CHUBB LTD SWITZ

-1.58%

Shares1.4K

Event2026-03-31

Filed2026-04-24

RVNU

DBX ETF TR

11.99%

Shares18.1K

Event2026-03-31

Filed2026-04-24

DXCM

DEXCOM INC

3.35%

Shares7.0K

Event2026-03-31

Filed2026-04-24

IJR

ISHARES TR

0.17%

Shares3.5K

Event2026-03-31

Filed2026-04-24

UBER

UBER TECHNOLOGIES INC

New

Shares6.0K

Event2026-03-31

Filed2026-04-24

HOME DEPOT INC

2.15%

Shares1.3K

Event2026-03-31

Filed2026-04-24

TRANE TECHNOLOGIES PLC

-2.35%

Shares955

Event2026-03-31

Filed2026-04-24

IVW

ISHARES TR

-49.90%

Shares3.5K

Event2026-03-31

Filed2026-04-24

CME

CME GROUP INC

2.32%

Shares1.3K

Event2026-03-31

Filed2026-04-24

VCEB

VANGUARD WORLD FD

0.75%

Shares6.2K

Event2026-03-31

Filed2026-04-24

JNJ

JOHNSON & JOHNSON

0.06%

Shares1.6K

Event2026-03-31

Filed2026-04-24

DDWM

WISDOMTREE TR

-22.44%

Shares8.5K

Event2026-03-31

Filed2026-04-24

ECL

ECOLAB INC

4.69%

Shares1.4K

Event2026-03-31

Filed2026-04-24

DEERE & CO

0.31%

Shares652

Event2026-03-31

Filed2026-04-24

FDL

FIRST TR EXCHANGE-TRADED FD

20.63%

Shares7.1K

Event2026-03-31

Filed2026-04-24

TJX

TJX COS INC NEW

-1.99%

Shares2.2K

Event2026-03-31

Filed2026-04-24

XLK

SELECT SECTOR SPDR TR

-31.18%

Shares2.6K

Event2026-03-31

Filed2026-04-24

JEPI

J P MORGAN EXCHANGE TRADED F

1.07%

Shares5.9K

Event2026-03-31

Filed2026-04-24

FTSM

FIRST TR EXCHANGE-TRADED FD

13.17%

Shares5.5K

Event2026-03-31

Filed2026-04-24

SPYM

SPDR SERIES TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-24

MGC

VANGUARD WORLD FD

0.14%

Shares1.4K

Event2026-03-31

Filed2026-04-24

VERIZON COMMUNICATIONS INC

4.19%

Shares6.5K

Event2026-03-31

Filed2026-04-24

DBEF

DBX ETF TR

39.09%

Shares6.4K

Event2026-03-31

Filed2026-04-24

IUSG

ISHARES TR

0.15%

Shares2.0K

Event2026-03-31

Filed2026-04-24

JCI

JOHNSON CONTROLS INTERNATION

0.04%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VEEV

VEEVA SYS INC

-0.86%

Shares1.7K

Event2026-03-31

Filed2026-04-24

FMHI

FIRST TR EXCH TRADED FD III

0.00%

Shares6.4K

Event2026-03-31

Filed2026-04-24

MCD

MCDONALDS CORP

0.52%

Shares961

Event2026-03-31

Filed2026-04-24

AMD

ADVANCED MICRO DEVICES INC

-7.03%

Shares1.5K

Event2026-03-31

Filed2026-04-24

FNX

FIRST TR EXCHANGE-TRADED ALP

-11.80%

Shares2.3K

Event2026-03-31

Filed2026-04-24

VWO

VANGUARD INTL EQUITY INDEX F

-0.51%

Shares5.4K

Event2026-03-31

Filed2026-04-24

PFEB

INNOVATOR ETFS TRUST

New

Shares7.1K

Event2026-03-31

Filed2026-04-24

EES

WISDOMTREE TR

0.19%

Shares4.8K

Event2026-03-31

Filed2026-04-24

HEDJ

WISDOMTREE TR

New

Shares5.0K

Event2026-03-31

Filed2026-04-24

GOLDMAN SACHS GROUP INC

0.65%

Shares308

Event2026-03-31

Filed2026-04-24

LEGR

FIRST TR EXCHANGE TRADED FD

15.31%

Shares4.4K

Event2026-03-31

Filed2026-04-24

DRI

DARDEN RESTAURANTS INC

0.55%

Shares1.3K

Event2026-03-31

Filed2026-04-24

IEFA

ISHARES TR

0.00%

Shares2.7K

Event2026-03-31

Filed2026-04-24

DVN

DEVON ENERGY CORP NEW

New

Shares4.9K

Event2026-03-31

Filed2026-04-24

USMV

ISHARES TR

-3.35%

Shares2.7K

Event2026-03-31

Filed2026-04-24

EALT

INNOVATOR ETFS TRUST

New

Shares7.2K

Event2026-03-31

Filed2026-04-24

EMC

GLOBAL X FDS

-8.52%

Shares7.8K

Event2026-03-31

Filed2026-04-24

UNP

UNION PAC CORP

4.53%

Shares993

Event2026-03-31

Filed2026-04-24

DON

WISDOMTREE TR

0.50%

Shares4.6K

Event2026-03-31

Filed2026-04-24

VTV

VANGUARD INDEX FDS

0.50%

Shares1.2K

Event2026-03-31

Filed2026-04-24

AZO

AUTOZONE INC

0.00%

Shares70

Event2026-03-31

Filed2026-04-24

COST

COSTCO WHOLESALE CORPORATION

0.43%

Shares235

Event2026-03-31

Filed2026-04-24

RBUF

INNOVATOR ETFS TRUST

5.35%

Shares8.0K

Event2026-03-31

Filed2026-04-24

FSMB

FIRST TR EXCH TRADED FD III

0.22%

Shares11.6K

Event2026-03-31

Filed2026-04-24

CVX

CHEVRON CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-24

UNH

UNITEDHEALTH GROUP INC

-1.91%

Shares820

Event2026-03-31

Filed2026-04-24

FIW

FIRST TR EXCHANGE-TRADED FD

0.19%

Shares2.1K

Event2026-03-31

Filed2026-04-24

IWP

ISHARES TR

0.06%

Shares1.7K

Event2026-03-31

Filed2026-04-24

XLF

SELECT SECTOR SPDR TR

-40.94%

Shares4.4K

Event2026-03-31

Filed2026-04-24

ARDX

ARDELYX INC

15.62%

Shares35.8K

Event2026-03-31

Filed2026-04-24

ANGL

VANECK ETF TRUST

-1.30%

Shares7.1K

Event2026-03-31

Filed2026-04-24

SMH

VANECK ETF TRUST

New

Shares524

Event2026-03-31

Filed2026-04-24

KFEB

INNOVATOR ETFS TRUST

New

Shares7.1K

Event2026-03-31

Filed2026-04-24

WCMI

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares10.3K

Event2026-03-31

Filed2026-04-24

NOW

SERVICENOW INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-24

LYG

LLOYDS BANKING GROUP PLC

3.77%

Shares10.6K

Event2026-03-31

Filed2026-04-24

Call Option Holdings

META Call CallMETA PLATFORMS INC400 sharesnew addition2026-03-312026-04-24

NOW Call CallSERVICENOW INC1.5K sharesnew addition2026-03-312026-04-24

META Call

META PLATFORMS INC

New

Shares400

Event2026-03-31

Filed2026-04-24

NOW Call

SERVICENOW INC

New

Shares1.5K

Event2026-03-31

Filed2026-04-24

Put Option Holdings

No put option holdings data available