Sponsored

The Analysis of CURA WEALTH ADVISORS, LLC's Holdings & P&L

Currently, CURA WEALTH ADVISORS, LLC holds 125 types of securities in its portfolio with a total value $223.5M. In the most recent quarter, they have increased their positions in ABBV (+11.2K shares, valued at $2.4M), VTI (+2.2K shares, valued at $711.6K), VXUS (+7.8K shares, valued at $601.9K); decreased their positions in ARI (-386.0K shares, valued at $4.1M), BXMT (-155.2K shares, valued at $3.0M), GBDC (-127.5K shares, valued at $1.6M); initiated new positions in EQNR (+7.1K shares, valued at $300.5K), GNR (+4.0K shares, valued at $298.7K), XLE (+4.2K shares, valued at $258.2K).

1M P&L

+4.4M+2.32%

3M P&L

-18.2M-8.56%

HY P&L

-28.3M-12.72%

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

1Drug Manufacturers - General65.8M

31.6%

2N/A47.1M

22.6%

3Asset Management32.2M

15.4%

Top Industries by Stock Count

1N/A45 stocks

42.5%

2Oil & Gas Integrated7 stocks

6.6%

3Drug Manufacturers - General5 stocks

4.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ABBV ABBVIE INC293.0K shares3.96%2026-03-312026-05-08

ABT ABBOTT LABORATORIES229.6K shares0.77%2026-03-312026-05-08

FSK FS KKR CAP CORP2.3M shares-3.43%2026-03-312026-05-08

MFIC MIDCAP FINANCIAL INVSTMNT CO613.9K shares-4.36%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F40.3K shares0.45%2026-03-312026-05-08

ARI APOLLO COML REAL ESTATE FIN437.2K shares-46.89%2026-03-312026-05-08

GDXJ VANECK ETF TRUST37.8K shares-7.07%2026-03-312026-05-08

ACRE ARES COML REAL ESTATE CORP905.6K shares-0.16%2026-03-312026-05-08

Sponsored

AAPL APPLE INC14.6K shares-21.81%2026-03-312026-05-08

NEA NUVEEN AMT FREE QLTY MUN INC302.0K shares-1.63%2026-03-312026-05-08

VTI VANGUARD INDEX FDS9.8K shares29.34%2026-03-312026-05-08

SGOV ISHARES TR29.5K shares1.69%2026-03-312026-05-08

MQY BLACKROCK MUNIYILD QULT FD I270.0K shares-0.37%2026-03-312026-05-08

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND14.2K shares0.28%2026-03-312026-05-08

GPMT GRANITE PT MTG TR INC1.9M shares0.55%2026-03-312026-05-08

EIM EATON VANCE MUN BD FD254.1K shares4.10%2026-03-312026-05-08

Sponsored

ALPS ETF TR ALPS ETF TR42.9K shares0.06%2026-03-312026-05-08

MSFT MICROSOFT CORP6.0K shares-11.71%2026-03-312026-05-08

IVV ISHARES TR2.6K shares0.00%2026-03-312026-05-08

GBDC GOLUB CAP BDC INC120.2K shares-51.47%2026-03-312026-05-08

NVDA NVIDIA CORPORATION8.7K shares-7.99%2026-03-312026-05-08

GBTC GRAYSCALE BITCOIN TRUST ETF27.3K shares-0.37%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL2.9K shares-4.14%2026-03-312026-05-08

AMZN AMAZON COM INC6.7K shares-47.47%2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS2.3K shares1.65%2026-03-312026-05-08

BP BP PLC27.6K shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC4.4K shares-14.46%2026-03-312026-05-08

NAD NUVEEN QUALITY MUNCP INCOME110.0K shares0.00%2026-03-312026-05-08

GDX VANECK ETF TRUST13.2K shares0.00%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC8.3K shares-18.72%2026-03-312026-05-08

VXUS VANGUARD STAR FDS15.7K shares99.38%2026-03-312026-05-08

IDXX IDEXX LABS INC2.1K shares0.00%2026-03-312026-05-08

Sponsored

KYN KAYNE ANDERSON ENERGY INFRST79.0K shares0.01%2026-03-312026-05-08

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW8.6K shares0.80%2026-03-312026-05-08

AMJB JPMORGAN CHASE FINL CO LLC31.6K shares0.00%2026-03-312026-05-08

META META PLATFORMS INC1.9K shares-8.99%2026-03-312026-05-08

ORCL ORACLE CORP7.1K shares-3.99%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR38.7K shares-0.10%2026-03-312026-05-08

SHEL SHELL PLC10.6K shares-0.16%2026-03-312026-05-08

SPY STATE STR SPDR S&P 500 ETF T1.4K shares1.19%2026-03-312026-05-08

Sponsored

KMI KINDER MORGAN INC DEL24.6K shares0.00%2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-4.41%2026-03-312026-05-08

VWO VANGUARD INTL EQUITY INDEX F14.0K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON3.0K shares0.40%2026-03-312026-05-08

NBH NEUBERGER MUN FD INC68.0K shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.6K shares0.17%2026-03-312026-05-08

VONG VANGUARD SCOTTSDALE FDS6.1K shares2.73%2026-03-312026-05-08

VUG VANGUARD INDEX FDS1.4K shares3.37%2026-03-312026-05-08

Sponsored

BXMT BLACKSTONE MORTGAGE TRUST IN32.3K shares-82.77%2026-03-312026-05-08

KREF KKR REAL ESTATE FIN TR INC100.5K shares-0.16%2026-03-312026-05-08

VYMI VANGUARD WHITEHALL FDS6.5K shares82.98%2026-03-312026-05-08

NKE NIKE INC11.5K shares-0.38%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO2.0K shares-20.78%2026-03-312026-05-08

VYM VANGUARD WHITEHALL FDS3.9K shares105.26%2026-03-312026-05-08

NTRS NORTHERN TR CORP4.1K shares0.00%2026-03-312026-05-08

PFE PFIZER INC20.0K shares0.27%2026-03-312026-05-08

Sponsored

PDI PIMCO DYNAMIC INCOME FD31.3K shares1.51%2026-03-312026-05-08

BROOKFIELD RENEWABLE CORP BROOKFIELD RENEWABLE CORP13.4K shares0.00%2026-03-312026-05-08

LLY ELI LILLY & CO570 shares-34.26%2026-03-312026-05-08

XOM EXXON MOBIL CORP3.0K shares-0.98%2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.8K shares-0.22%2026-03-312026-05-08

SCHD SCHWAB STRATEGIC TR16.7K shares0.27%2026-03-312026-05-08

ETHE GRAYSCALE ETHEREUM STAKING E29.8K shares-6.29%2026-03-312026-05-08

COIN COINBASE GLOBAL INC2.7K shares0.15%2026-03-312026-05-08

Sponsored

PANW PALO ALTO NETWORKS INC2.7K shares-17.89%2026-03-312026-05-08

SU SUNCOR ENERGY INC NEW6.4K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS1.9K shares0.00%2026-03-312026-05-08

VGT VANGUARD WORLD FD588 shares0.00%2026-03-312026-05-08

VEA VANGUARD TAX-MANAGED FDS6.4K shares16.24%2026-03-312026-05-08

V VISA INC1.2K shares9.68%2026-03-312026-05-08

EVRG EVERGY INC4.5K shares0.86%2026-03-312026-05-08

BROADCOM INC BROADCOM INC1.1K shares-46.21%2026-03-312026-05-08

Sponsored

ICLN ISHARES TR19.0K shares0.00%2026-03-312026-05-08

GLD SPDR GOLD TR806 shares0.00%2026-03-312026-05-08

CVX CHEVRON CORPORATION1.7K shares0.00%2026-03-312026-05-08

VRTX VERTEX PHARMACEUTICALS INC760 shares0.00%2026-03-312026-05-08

CEG CONSTELLATION ENERGY CORP1.2K shares-29.86%2026-03-312026-05-08

INTC INTEL CORP7.4K shares0.00%2026-03-312026-05-08

EVV EATON VANCE LIMITED DURATION34.4K shares-21.65%2026-03-312026-05-08

HD HOME DEPOT INC987 shares-17.54%2026-03-312026-05-08

Sponsored

VGK VANGUARD INTL EQUITY INDEX F3.9K shares-4.17%2026-03-312026-05-08

HWM HOWMET AEROSPACE INC1.4K shares-49.12%2026-03-312026-05-08

XDTE ROUNDHILL ETF TRUST8.6K shares0.00%2026-03-312026-05-08

MCD MCDONALDS CORP1.0K shares0.20%2026-03-312026-05-08

SLB SLB LIMITED6.1K shares0.00%2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC2.6K shares-18.36%2026-03-312026-05-08

HEDJ WISDOMTREE TR6.0K shares0.00%2026-03-312026-05-08

LINDE PLC LINDE PLC621 shares4.55%2026-03-312026-05-08

Sponsored

EQNR EQUINOR ASA7.1K sharesnew addition2026-03-312026-05-08

GNR SPDR INDEX SHS FDS4.0K sharesnew addition2026-03-312026-05-08

ACWI ISHARES TR2.1K shares-1.43%2026-03-312026-05-08

NVS NOVARTIS AG1.9K shares-0.21%2026-03-312026-05-08

VIGI VANGUARD WHITEHALL FDS3.2K shares0.19%2026-03-312026-05-08

ET ENERGY TRANSFER L P14.6K shares0.30%2026-03-312026-05-08

CRM SALESFORCE INC1.5K shares-7.40%2026-03-312026-05-08

XLE SELECT SECTOR SPDR TR4.2K sharesnew addition2026-03-312026-05-08

Sponsored

VRT VERTIV HOLDINGS CO1.0K sharesnew addition2026-03-312026-05-08

BLACKSTONE INC BLACKSTONE INC2.2K shares-13.12%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP410 sharesnew addition2026-03-312026-05-08

IXC ISHARES TR4.3K sharesnew addition2026-03-312026-05-08

KO COCA COLA CO3.2K shares-0.25%2026-03-312026-05-08

TXN TEXAS INSTRS INC1.3K shares-16.96%2026-03-312026-05-08

CB CHUBB LTD SWITZ748 shares0.00%2026-03-312026-05-08

APH AMPHENOL CORP1.9K shares-43.70%2026-03-312026-05-08

Sponsored

NEE NEXTERA ENERGY INC2.5K shares0.00%2026-03-312026-05-08

PUTNAM ETF TRUST PUTNAM ETF TRUST20.1K sharesnew addition2026-03-312026-05-08

IWM ISHARES TR921 shares0.00%2026-03-312026-05-08

HACK AMPLIFY ETF TR3.0K shares0.00%2026-03-312026-05-08

ITA ISHARES TR1.0K sharesnew addition2026-03-312026-05-08

CCL CARNIVAL CORP8.4K shares17.06%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC2.4K shares-10.71%2026-03-312026-05-08

WMT WALMART INC1.7K sharesnew addition2026-03-312026-05-08

Sponsored

ARISTA NETWORKS INC ARISTA NETWORKS INC1.7K shares-4.56%2026-03-312026-05-08

BA BOEING CO1.0K sharesnew addition2026-03-312026-05-08

OKE ONEOK INC NEW2.3K shares-33.57%2026-03-312026-05-08

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF4.6K shares0.00%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L5.4K sharesnew addition2026-03-312026-05-08

DSL DOUBLELINE INCOME SOLUTIONS17.2K shares0.00%2026-03-312026-05-08

MSDL MORGAN STANLEY DIRECT LENDIN10.2K shares0.00%2026-03-312026-05-08

CRGY CRESCENT ENERGY COMPANY10.1K shares-6.52%2026-03-312026-05-08

Sponsored

TSSI TSS INC DEL10.0K sharesnew addition2026-03-312026-05-08

CCIF CARLYLE CREDIT INCOME FUND35.7K shares0.00%2026-03-312026-05-08

OXFORD LANE CAP CORP OXFORD LANE CAP CORP10.2K shares-43.84%2026-03-312026-05-08

NHS NEUBERGER HIGH YIELD ST FD I12.3K shares0.00%2026-03-312026-05-08

ABUS ARBUTUS BIOPHARMA CORP15.0K shares0.00%2026-03-312026-05-08

ABBV

ABBVIE INC

3.96%

Shares293.0K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABORATORIES

0.77%

Shares229.6K

Event2026-03-31

Filed2026-05-08

FSK

FS KKR CAP CORP

-3.43%

Shares2.3M

Event2026-03-31

Filed2026-05-08

MFIC

MIDCAP FINANCIAL INVSTMNT CO

-4.36%

Shares613.9K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

0.45%

Shares40.3K

Event2026-03-31

Filed2026-05-08

ARI

APOLLO COML REAL ESTATE FIN

-46.89%

Shares437.2K

Event2026-03-31

Filed2026-05-08

GDXJ

VANECK ETF TRUST

-7.07%

Shares37.8K

Event2026-03-31

Filed2026-05-08

ACRE

ARES COML REAL ESTATE CORP

-0.16%

Shares905.6K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

-21.81%

Shares14.6K

Event2026-03-31

Filed2026-05-08

NEA

NUVEEN AMT FREE QLTY MUN INC

-1.63%

Shares302.0K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

29.34%

Shares9.8K

Event2026-03-31

Filed2026-05-08

SGOV

ISHARES TR

1.69%

Shares29.5K

Event2026-03-31

Filed2026-05-08

MQY

BLACKROCK MUNIYILD QULT FD I

-0.37%

Shares270.0K

Event2026-03-31

Filed2026-05-08

ACCENTURE PLC IRELAND

0.28%

Shares14.2K

Event2026-03-31

Filed2026-05-08

GPMT

GRANITE PT MTG TR INC

0.55%

Shares1.9M

Event2026-03-31

Filed2026-05-08

EIM

EATON VANCE MUN BD FD

4.10%

Shares254.1K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

0.06%

Shares42.9K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

-11.71%

Shares6.0K

Event2026-03-31

Filed2026-05-08

IVV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-08

GBDC

GOLUB CAP BDC INC

-51.47%

Shares120.2K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

-7.99%

Shares8.7K

Event2026-03-31

Filed2026-05-08

GBTC

GRAYSCALE BITCOIN TRUST ETF

-0.37%

Shares27.3K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

-4.14%

Shares2.9K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-47.47%

Shares6.7K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

1.65%

Shares2.3K

Event2026-03-31

Filed2026-05-08

BP PLC

0.00%

Shares27.6K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-14.46%

Shares4.4K

Event2026-03-31

Filed2026-05-08

NAD

NUVEEN QUALITY MUNCP INCOME

0.00%

Shares110.0K

Event2026-03-31

Filed2026-05-08

GDX

VANECK ETF TRUST

0.00%

Shares13.2K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-18.72%

Shares8.3K

Event2026-03-31

Filed2026-05-08

VXUS

VANGUARD STAR FDS

99.38%

Shares15.7K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-08

KYN

KAYNE ANDERSON ENERGY INFRST

0.01%

Shares79.0K

Event2026-03-31

Filed2026-05-08

DUKE ENERGY CORP NEW

0.80%

Shares8.6K

Event2026-03-31

Filed2026-05-08

AMJB

JPMORGAN CHASE FINL CO LLC

0.00%

Shares31.6K

Event2026-03-31

Filed2026-05-08

META

META PLATFORMS INC

-8.99%

Shares1.9K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

-3.99%

Shares7.1K

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

-0.10%

Shares38.7K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

-0.16%

Shares10.6K

Event2026-03-31

Filed2026-05-08

SPY

STATE STR SPDR S&P 500 ETF T

1.19%

Shares1.4K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

0.00%

Shares24.6K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-4.41%

Shares1.4K

Event2026-03-31

Filed2026-05-08

VWO

VANGUARD INTL EQUITY INDEX F

0.00%

Shares14.0K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

0.40%

Shares3.0K

Event2026-03-31

Filed2026-05-08

NBH

NEUBERGER MUN FD INC

0.00%

Shares68.0K

Event2026-03-31

Filed2026-05-08

INVESCO EXCHANGE TRADED FD T

0.17%

Shares3.6K

Event2026-03-31

Filed2026-05-08

VONG

VANGUARD SCOTTSDALE FDS

2.73%

Shares6.1K

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

3.37%

Shares1.4K

Event2026-03-31

Filed2026-05-08

BXMT

BLACKSTONE MORTGAGE TRUST IN

-82.77%

Shares32.3K

Event2026-03-31

Filed2026-05-08

KREF

KKR REAL ESTATE FIN TR INC

-0.16%

Shares100.5K

Event2026-03-31

Filed2026-05-08

VYMI

VANGUARD WHITEHALL FDS

82.98%

Shares6.5K

Event2026-03-31

Filed2026-05-08

NKE

NIKE INC

-0.38%

Shares11.5K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

-20.78%

Shares2.0K

Event2026-03-31

Filed2026-05-08

VYM

VANGUARD WHITEHALL FDS

105.26%

Shares3.9K

Event2026-03-31

Filed2026-05-08

NTRS

NORTHERN TR CORP

0.00%

Shares4.1K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

0.27%

Shares20.0K

Event2026-03-31

Filed2026-05-08

PDI

PIMCO DYNAMIC INCOME FD

1.51%

Shares31.3K

Event2026-03-31

Filed2026-05-08

BROOKFIELD RENEWABLE CORP

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-34.26%

Shares570

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.98%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-0.22%

Shares1.8K

Event2026-03-31

Filed2026-05-08

SCHD

SCHWAB STRATEGIC TR

0.27%

Shares16.7K

Event2026-03-31

Filed2026-05-08

ETHE

GRAYSCALE ETHEREUM STAKING E

-6.29%

Shares29.8K

Event2026-03-31

Filed2026-05-08

COIN

COINBASE GLOBAL INC

0.15%

Shares2.7K

Event2026-03-31

Filed2026-05-08

PANW

PALO ALTO NETWORKS INC

-17.89%

Shares2.7K

Event2026-03-31

Filed2026-05-08

SUNCOR ENERGY INC NEW

0.00%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.00%

Shares588

Event2026-03-31

Filed2026-05-08

VEA

VANGUARD TAX-MANAGED FDS

16.24%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VISA INC

9.68%

Shares1.2K

Event2026-03-31

Filed2026-05-08

EVRG

EVERGY INC

0.86%

Shares4.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

-46.21%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ICLN

ISHARES TR

0.00%

Shares19.0K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TR

0.00%

Shares806

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

0.00%

Shares1.7K

Event2026-03-31

Filed2026-05-08

VRTX

VERTEX PHARMACEUTICALS INC

0.00%

Shares760

Event2026-03-31

Filed2026-05-08

CEG

CONSTELLATION ENERGY CORP

-29.86%

Shares1.2K

Event2026-03-31

Filed2026-05-08

INTC

INTEL CORP

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-08

EVV

EATON VANCE LIMITED DURATION

-21.65%

Shares34.4K

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

-17.54%

Shares987

Event2026-03-31

Filed2026-05-08

VGK

VANGUARD INTL EQUITY INDEX F

-4.17%

Shares3.9K

Event2026-03-31

Filed2026-05-08

HWM

HOWMET AEROSPACE INC

-49.12%

Shares1.4K

Event2026-03-31

Filed2026-05-08

XDTE

ROUNDHILL ETF TRUST

0.00%

Shares8.6K

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.20%

Shares1.0K

Event2026-03-31

Filed2026-05-08

SLB

SLB LIMITED

0.00%

Shares6.1K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

-18.36%

Shares2.6K

Event2026-03-31

Filed2026-05-08

HEDJ

WISDOMTREE TR

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-08

LINDE PLC

4.55%

Shares621

Event2026-03-31

Filed2026-05-08

EQNR

EQUINOR ASA

New

Shares7.1K

Event2026-03-31

Filed2026-05-08

GNR

SPDR INDEX SHS FDS

New

Shares4.0K

Event2026-03-31

Filed2026-05-08

ACWI

ISHARES TR

-1.43%

Shares2.1K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

-0.21%

Shares1.9K

Event2026-03-31

Filed2026-05-08

VIGI

VANGUARD WHITEHALL FDS

0.19%

Shares3.2K

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER L P

0.30%

Shares14.6K

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE INC

-7.40%

Shares1.5K

Event2026-03-31

Filed2026-05-08

XLE

SELECT SECTOR SPDR TR

New

Shares4.2K

Event2026-03-31

Filed2026-05-08

VRT

VERTIV HOLDINGS CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

BLACKSTONE INC

-13.12%

Shares2.2K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP

New

Shares410

Event2026-03-31

Filed2026-05-08

IXC

ISHARES TR

New

Shares4.3K

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-0.25%

Shares3.2K

Event2026-03-31

Filed2026-05-08

TXN

TEXAS INSTRS INC

-16.96%

Shares1.3K

Event2026-03-31

Filed2026-05-08

CHUBB LTD SWITZ

0.00%

Shares748

Event2026-03-31

Filed2026-05-08

APH

AMPHENOL CORP

-43.70%

Shares1.9K

Event2026-03-31

Filed2026-05-08

NEE

NEXTERA ENERGY INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

PUTNAM ETF TRUST

New

Shares20.1K

Event2026-03-31

Filed2026-05-08

IWM

ISHARES TR

0.00%

Shares921

Event2026-03-31

Filed2026-05-08

HACK

AMPLIFY ETF TR

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

CCL

CARNIVAL CORP

17.06%

Shares8.4K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

-10.71%

Shares2.4K

Event2026-03-31

Filed2026-05-08

WMT

WALMART INC

New

Shares1.7K

Event2026-03-31

Filed2026-05-08

ARISTA NETWORKS INC

-4.56%

Shares1.7K

Event2026-03-31

Filed2026-05-08

BOEING CO

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

-33.57%

Shares2.3K

Event2026-03-31

Filed2026-05-08

BITWISE 10 CRYPTO INDEX ETF

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

New

Shares5.4K

Event2026-03-31

Filed2026-05-08

DSL

DOUBLELINE INCOME SOLUTIONS

0.00%

Shares17.2K

Event2026-03-31

Filed2026-05-08

MSDL

MORGAN STANLEY DIRECT LENDIN

0.00%

Shares10.2K

Event2026-03-31

Filed2026-05-08

CRGY

CRESCENT ENERGY COMPANY

-6.52%

Shares10.1K

Event2026-03-31

Filed2026-05-08

TSSI

TSS INC DEL

New

Shares10.0K

Event2026-03-31

Filed2026-05-08

CCIF

CARLYLE CREDIT INCOME FUND

0.00%

Shares35.7K

Event2026-03-31

Filed2026-05-08

OXFORD LANE CAP CORP

-43.84%

Shares10.2K

Event2026-03-31

Filed2026-05-08

NHS

NEUBERGER HIGH YIELD ST FD I

0.00%

Shares12.3K

Event2026-03-31

Filed2026-05-08

ABUS

ARBUTUS BIOPHARMA CORP

0.00%

Shares15.0K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

NVIDIA CORPORATION Put PutNVIDIA CORPORATION90 sharesnew addition2026-03-312026-05-08

NVIDIA CORPORATION Put

NVIDIA CORPORATION

New

Shares90

Event2026-03-31

Filed2026-05-08