Sponsored

The Analysis of Curated Wealth Partners LLC's Holdings & P&L

Currently, Curated Wealth Partners LLC holds 228 types of securities in its portfolio with a total value $793.6M. In the most recent quarter, they have increased their positions in N/A (+689.3K shares, valued at $16.1M), N/A (+364.6K shares, valued at $9.1M), N/A (+9.8K shares, valued at $5.8M); decreased their positions in IWO (-15.8K shares, valued at $4.9M), GCAL (-73.5K shares, valued at $3.7M), BAC (-69.3K shares, valued at $3.4M); initiated new positions in N/A (+689.3K shares, valued at $16.1M), N/A (+364.6K shares, valued at $9.1M), N/A (+86.9K shares, valued at $3.5M).

1M P&L

+13.7M+3.04%

3M P&L

-19.6M-4.06%

HY P&L

-40.1M-7.96%

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

1Asset Management165.1M

37.3%

2N/A141.8M

32.0%

3Farm & Heavy Construction Machinery13.4M

3.0%

Top Industries by Stock Count

1N/A38 stocks

18.9%

2Software - Application10 stocks

5.0%

3Specialty Industrial Machinery8 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC2.2M shares-0.26%2026-03-312026-04-09

ARES ARES MANAGEMENT CORPORATION1.5M shares3.47%2026-03-312026-04-09

VANGUARD INDEX FDS VANGUARD INDEX FDS80.1K shares13.86%2026-03-312026-04-09

SPY STATE STR SPDR S&P 500 ETF T51.9K shares0.28%2026-03-312026-04-09

DFAI DIMENSIONAL ETF TRUST703.9K shares6.64%2026-03-312026-04-09

RAYE ADVISORS INNER CIRCLE FD III615.7K shares8.35%2026-03-312026-04-09

TOUCHSTONE ETF TRUST TOUCHSTONE ETF TRUST689.3K sharesnew addition2026-03-312026-04-09

TEX TEREX CORP NEW226.9K shares0.00%2026-03-312026-04-09

Sponsored

DHLX DIAMOND HILL FUNDS996.4K shares5.19%2026-03-312026-04-09

AAPL APPLE INC40.9K shares23.14%2026-03-312026-04-09

GLD SPDR GOLD TR22.1K shares-0.06%2026-03-312026-04-09

DOUBLELINE ETF TRUST DOUBLELINE ETF TRUST364.6K sharesnew addition2026-03-312026-04-09

NVDA NVIDIA CORPORATION46.2K shares26.69%2026-03-312026-04-09

IVV ISHARES TR11.7K shares-0.38%2026-03-312026-04-09

AMZN AMAZON COM INC31.7K shares9.24%2026-03-312026-04-09

ALPHABET INC ALPHABET INC21.1K shares1.93%2026-03-312026-04-09

Sponsored

MSFT MICROSOFT CORP15.1K shares37.04%2026-03-312026-04-09

TPL TEXAS PACIFIC LAND CORPORATI8.3K shares0.00%2026-03-312026-04-09

META META PLATFORMS INC6.7K shares5.97%2026-03-312026-04-09

GCAL GOLDMAN SACHS ETF TR69.3K shares-51.45%2026-03-312026-04-09

AMCOR PLC AMCOR PLC86.9K sharesnew addition2026-03-312026-04-09

BROADCOM INC BROADCOM INC9.8K shares-9.32%2026-03-312026-04-09

VGT VANGUARD WORLD FD4.3K shares-0.21%2026-03-312026-04-09

ARCC ARES CAPITAL CORP161.9K shares5.65%2026-03-312026-04-09

Sponsored

DVA DAVITA INC18.8K shares1.32%2026-03-312026-04-09

BRK.A BERKSHIRE HATHAWAY INC DEL4 shares0.00%2026-03-312026-04-09

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.4K shares3.60%2026-03-312026-04-09

SNAP SNAP INC536.5K shares0.00%2026-03-312026-04-09

ALPHABET INC ALPHABET INC7.9K shares22.91%2026-03-312026-04-09

DGRO ISHARES TR30.5K shares0.00%2026-03-312026-04-09

PHOENIX ED PARTNERS INC PHOENIX ED PARTNERS INC65.0K shares0.00%2026-03-312026-04-09

PKG PACKAGING CORP AMER9.4K shares0.00%2026-03-312026-04-09

Sponsored

EFA ISHARES TR19.8K shares0.00%2026-03-312026-04-09

IWF ISHARES TR4.4K shares-10.86%2026-03-312026-04-09

NFLX NETFLIX INC.18.0K shares4.41%2026-03-312026-04-09

VTV VANGUARD INDEX FDS8.5K shares0.02%2026-03-312026-04-09

IWO ISHARES TR5.1K shares-75.63%2026-03-312026-04-09

PR PERMIAN RESOURCES CORP74.7K shares5.81%2026-03-312026-04-09

JPM JPMORGAN CHASE & CO5.4K shares-14.46%2026-03-312026-04-09

ISHARES GOLD TR ISHARES GOLD TR16.5K shares0.00%2026-03-312026-04-09

Sponsored

LYV LIVE NATION ENTERTAINMENT IN9.5K shares-6.82%2026-03-312026-04-09

VEA VANGUARD TAX-MANAGED FDS21.9K shares-10.64%2026-03-312026-04-09

VTI VANGUARD INDEX FDS4.3K shares0.05%2026-03-312026-04-09

AIG AMERICAN INTL GROUP INC18.1K shares-22.03%2026-03-312026-04-09

ABT ABBOTT LABORATORIES13.3K shares-18.47%2026-03-312026-04-09

IEFA ISHARES TR14.9K shares0.00%2026-03-312026-04-09

ITOT ISHARES TR9.3K shares0.00%2026-03-312026-04-09

BLACKSTONE INC BLACKSTONE INC11.3K shares1.37%2026-03-312026-04-09

Sponsored

COP CONOCOPHILLIPS9.8K shares-25.61%2026-03-312026-04-09

V VISA INC4.2K shares-3.85%2026-03-312026-04-09

BCSF BAIN CAP SPECIALTY FIN INC100.0K shares0.00%2026-03-312026-04-09

CL COLGATE PALMOLIVE CO14.5K shares-8.95%2026-03-312026-04-09

AON PLC AON PLC3.8K shares-2.46%2026-03-312026-04-09

DAR DARLING INGREDIENTS INC18.1K shares5.53%2026-03-312026-04-09

GEV GE VERNOVA INC1.3K shares-7.38%2026-03-312026-04-09

SSD SIMPSON MFG INC6.4K shares-0.81%2026-03-312026-04-09

Sponsored

ARDC ARES DYNAMIC CR ALLOCATION F88.1K shares0.16%2026-03-312026-04-09

PNBK PATRIOT NATL BANCORP INC827.3K shares-6.12%2026-03-312026-04-09

TXN TEXAS INSTRS INC5.5K shares-33.75%2026-03-312026-04-09

ARISTA NETWORKS INC ARISTA NETWORKS INC8.6K shares1.67%2026-03-312026-04-09

TTC TORO CO11.3K shares1.03%2026-03-312026-04-09

RBC RBC BEARINGS INC1.9K shares-9.61%2026-03-312026-04-09

EPD ENTERPRISE PRODS PARTNERS L27.7K shares0.00%2026-03-312026-04-09

INVESCO QQQ TR INVESCO QQQ TR1.8K shares0.00%2026-03-312026-04-09

Sponsored

COF CAPITAL ONE FINL CORP5.6K shares8.77%2026-03-312026-04-09

WTS WATTS WATER TECHNOLOGIES INC3.5K shares-1.82%2026-03-312026-04-09

PRI PRIMERICA INC4.0K shares-0.78%2026-03-312026-04-09

WM WASTE MGMT INC DEL4.3K shares-25.28%2026-03-312026-04-09

UNP UNION PAC CORP4.0K shares-18.17%2026-03-312026-04-09

GOLF ACUSHNET HLDGS CORP10.1K shares-0.82%2026-03-312026-04-09

CRM SALESFORCE INC5.0K shares5.41%2026-03-312026-04-09

LH LABCORP HOLDINGS INC3.5K shares-8.86%2026-03-312026-04-09

Sponsored

TSLA TESLA INC2.5K shares103.73%2026-03-312026-04-09

VWO VANGUARD INTL EQUITY INDEX F16.7K shares0.00%2026-03-312026-04-09

MLM MARTIN MARIETTA MATLS INC1.5K shares-17.63%2026-03-312026-04-09

FCN FTI CONSULTING INC4.9K shares-0.80%2026-03-312026-04-09

DIS DISNEY WALT CO8.8K shares-5.02%2026-03-312026-04-09

MA MASTERCARD INCORPORATED1.6K shares10.64%2026-03-312026-04-09

GE AEROSPACE GE AEROSPACE2.9K shares-9.71%2026-03-312026-04-09

LLY ELI LILLY & CO870 shares47.96%2026-03-312026-04-09

Sponsored

SYY SYSCO CORP11.2K shares-17.25%2026-03-312026-04-09

SCHF SCHWAB STRATEGIC TR32.1K shares-7.29%2026-03-312026-04-09

CARR CARRIER GLOBAL CORPORATION14.1K shares3.66%2026-03-312026-04-09

VICI VICI PPTYS INC28.8K shares19.86%2026-03-312026-04-09

SLV ISHARES SILVER TR11.1K shares0.00%2026-03-312026-04-09

KAI KADANT INC2.6K shares5.99%2026-03-312026-04-09

ZTS ZOETIS INC6.3K shares-22.86%2026-03-312026-04-09

JKHY HENRY JACK & ASSOC INC4.7K shares6.57%2026-03-312026-04-09

Sponsored

FERGUSON ENTERPRISES INC FERGUSON ENTERPRISES INC3.2K shares-12.82%2026-03-312026-04-09

SBAC SBA COMMUNICATIONS CORP4.3K shares-7.26%2026-03-312026-04-09

JNJ JOHNSON & JOHNSON3.0K shares3.83%2026-03-312026-04-09

LSTR LANDSTAR SYS INC4.5K shares0.00%2026-03-312026-04-09

CVX CHEVRON CORPORATION3.4K shares14.23%2026-03-312026-04-09

MC MOELIS & CO12.2K shares2.23%2026-03-312026-04-09

IBP INSTALLED BLDG PRODS INC2.6K shares0.00%2026-03-312026-04-09

RLI RLI CORP11.7K shares12.27%2026-03-312026-04-09

Sponsored

EME EMCOR GROUP INC904 shares2.03%2026-03-312026-04-09

UBER UBER TECHNOLOGIES INC9.1K shares-0.86%2026-03-312026-04-09

INTU INTUIT1.5K shares-11.37%2026-03-312026-04-09

UFPI UFP INDUSTRIES INC6.9K shares6.75%2026-03-312026-04-09

IWR ISHARES TR6.5K shares0.00%2026-03-312026-04-09

HWM HOWMET AEROSPACE INC2.7K shares0.33%2026-03-312026-04-09

COST COSTCO WHOLESALE CORPORATION619 shares144.66%2026-03-312026-04-09

GGG GRACO INC7.1K shares-0.89%2026-03-312026-04-09

Sponsored

XOM EXXON MOBIL CORP3.5K shares7.85%2026-03-312026-04-09

OTIS OTIS WORLDWIDE CORP7.4K shares0.00%2026-03-312026-04-09

VOE VANGUARD INDEX FDS3.0K shares0.03%2026-03-312026-04-09

BKNG BOOKING HOLDINGS INC128 shares48.84%2026-03-312026-04-09

FHB FIRST HAWAIIAN INC21.7K shares0.00%2026-03-312026-04-09

ORCL ORACLE CORP3.6K shares37.13%2026-03-312026-04-09

IWB ISHARES TR1.4K shares0.00%2026-03-312026-04-09

POOL POOL CORP2.5K sharesnew addition2026-03-312026-04-09

Sponsored

BANF BANCFIRST CORP4.4K shares-2.15%2026-03-312026-04-09

PLTR PALANTIR TECHNOLOGIES INC3.2K sharesnew addition2026-03-312026-04-09

NEE NEXTERA ENERGY INC5.0K shares5.41%2026-03-312026-04-09

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2026-03-312026-04-09

ABBV ABBVIE INC2.1K shares-2.31%2026-03-312026-04-09

CRVL CORVEL CORP8.4K shares0.00%2026-03-312026-04-09

BAC BANK AMERICA CORP9.4K shares-88.05%2026-03-312026-04-09

GBIL GOLDMAN SACHS ETF TR4.5K shares-85.02%2026-03-312026-04-09

Sponsored

WMB WILLIAMS COS INC5.9K shares5.83%2026-03-312026-04-09

DCI DONALDSON INC5.1K shares0.00%2026-03-312026-04-09

KODIAK AI INC. KODIAK AI INC.59.4K shares0.00%2026-03-312026-04-09

PM PHILIP MORRIS INTL INC2.5K shares-0.80%2026-03-312026-04-09

KLAC KLA CORP272 shares-0.73%2026-03-312026-04-09

WMT WALMART INC3.2K shares33.54%2026-03-312026-04-09

DXCM DEXCOM INC6.4K shares-17.34%2026-03-312026-04-09

HWKN HAWKINS INC2.5K sharesnew addition2026-03-312026-04-09

Sponsored

TSM TAIWAN SEMICONDUCTOR MANUFAC1.1K shares-23.54%2026-03-312026-04-09

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.2K shares0.00%2026-03-312026-04-09

LMT LOCKHEED MARTIN CORP627 shares33.69%2026-03-312026-04-09

DHR DANAHER CORP DEL2.0K sharesnew addition2026-03-312026-04-09

LCII LCI INDS2.9K shares0.00%2026-03-312026-04-09

HLT HILTON WORLDWIDE HLDGS INC1.2K shares-24.70%2026-03-312026-04-09

CSCO CISCO SYS INC4.6K shares-7.96%2026-03-312026-04-09

VBR VANGUARD INDEX FDS1.6K shares-15.56%2026-03-312026-04-09

Sponsored

APAM ARTISAN PARTNERS ASSET MGMT9.7K shares0.00%2026-03-312026-04-09

RDDT REDDIT INC2.6K shares14.05%2026-03-312026-04-09

HQY HEALTHEQUITY INC4.1K shares25.90%2026-03-312026-04-09

PNC PNC FINL SVCS GROUP INC1.6K sharesnew addition2026-03-312026-04-09

AMD ADVANCED MICRO DEVICES INC1.7K sharesnew addition2026-03-312026-04-09

ET ENERGY TRANSFER L P17.4K shares0.00%2026-03-312026-04-09

BMY BRISTOL-MYERS SQUIBB CO5.5K sharesnew addition2026-03-312026-04-09

LINDE PLC LINDE PLC674 shares28.14%2026-03-312026-04-09

Sponsored

A2Z CUST2MATE SOLUTIONS CORP A2Z CUST2MATE SOLUTIONS CORP50.0K shares0.00%2026-03-312026-04-09

TDG TRANSDIGM GROUP INC286 shares-40.91%2026-03-312026-04-09

ADSK AUTODESK INC1.3K shares33.76%2026-03-312026-04-09

IGV ISHARES TR4.0K sharesnew addition2026-03-312026-04-09

SPOT SPOTIFY TECHNOLOGY S A657 shares86.12%2026-03-312026-04-09

SPGI S&P GLOBAL INC744 shares37.52%2026-03-312026-04-09

ORLY OREILLY AUTOMOTIVE INC3.4K shares-8.51%2026-03-312026-04-09

ADBE ADOBE INC1.3K sharesnew addition2026-03-312026-04-09

Sponsored

TDY TELEDYNE TECHNOLOGIES INC502 shares6.58%2026-03-312026-04-09

VIG VANGUARD SPECIALIZED FUNDS1.4K shares-24.76%2026-03-312026-04-09

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T6.3K shares-15.40%2026-03-312026-04-09

PFE PFIZER INC10.7K sharesnew addition2026-03-312026-04-09

GIS GENERAL MILLS INC8.0K sharesnew addition2026-03-312026-04-09

RTX RTX CORPORATION1.5K shares27.00%2026-03-312026-04-09

EMXC ISHARES INC3.8K shares0.00%2026-03-312026-04-09

UNH UNITEDHEALTH GROUP INC1.1K shares33.25%2026-03-312026-04-09

Sponsored

NEM NEWMONT CORP2.7K sharesnew addition2026-03-312026-04-09

F FORD MTR CO25.2K shares-0.17%2026-03-312026-04-09

CITIGROUP INC CITIGROUP INC2.6K shares-42.04%2026-03-312026-04-09

ASML ASML HLDG NV219 shares-35.78%2026-03-312026-04-09

SITE SITEONE LANDSCAPE SUPPLY INC2.2K sharesnew addition2026-03-312026-04-09

WDC WESTERN DIGITAL CORP1.1K sharesnew addition2026-03-312026-04-09

NOC NORTHROP GRUMMAN CORP415 shares-38.34%2026-03-312026-04-09

PAUG INNOVATOR ETFS TRUST6.6K shares-59.62%2026-03-312026-04-09

Sponsored

SG SWEETGREEN INC54.1K shares0.00%2026-03-312026-04-09

MERCK & CO INC MERCK & CO INC2.3K shares-14.63%2026-03-312026-04-09

PCG PG&E CORP15.7K sharesnew addition2026-03-312026-04-09

IVW ISHARES TR2.4K shares-47.35%2026-03-312026-04-09

CDNS CADENCE DESIGN SYSTEM INC969 shares5.44%2026-03-312026-04-09

IJR ISHARES TR2.2K shares0.00%2026-03-312026-04-09

ISRG INTUITIVE SURGICAL INC576 shares36.17%2026-03-312026-04-09

WES WESTERN MIDSTREAM PARTNERS L6.4K shares0.00%2026-03-312026-04-09

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K sharesnew addition2026-03-312026-04-09

ECG EVERUS CONSTR GROUP2.2K sharesnew addition2026-03-312026-04-09

TJX TJX COS INC NEW1.6K sharesnew addition2026-03-312026-04-09

MANH MANHATTAN ASSOCIATES INC1.9K shares0.00%2026-03-312026-04-09

APH AMPHENOL CORP2.0K sharesnew addition2026-03-312026-04-09

KO COCA COLA CO3.3K sharesnew addition2026-03-312026-04-09

AMGN AMGEN INC703 shares0.00%2026-03-312026-04-09

IWD ISHARES TR1.1K sharesnew addition2026-03-312026-04-09

Sponsored

TFC TRUIST FINL CORP5.3K shares30.28%2026-03-312026-04-09

GM GENERAL MTRS CO3.3K shares-72.66%2026-03-312026-04-09

BN BROOKFIELD CORP6.0K shares-25.98%2026-03-312026-04-09

ACWI ISHARES TR1.7K sharesnew addition2026-03-312026-04-09

NOW SERVICENOW INC2.3K shares-21.09%2026-03-312026-04-09

GMNY GOLDMAN SACHS ETF TR4.8K sharesnew addition2026-03-312026-04-09

SAIA SAIA INC664 sharesnew addition2026-03-312026-04-09

TRV TRAVELERS COMPANIES INC796 shares12.75%2026-03-312026-04-09

Sponsored

DTM DT MIDSTREAM INC1.7K shares0.00%2026-03-312026-04-09

TMO THERMO FISHER SCIENTIFIC INC466 shares0.65%2026-03-312026-04-09

LNG CHENIERE ENERGY INC799 sharesnew addition2026-03-312026-04-09

MPC MARATHON PETE CORP916 sharesnew addition2026-03-312026-04-09

TER TERADYNE INC749 sharesnew addition2026-03-312026-04-09

SGI SOMNIGROUP INTERNATIONAL INC3.0K shares0.00%2026-03-312026-04-09

WFC WELLS FARGO & CO2.8K shares-53.32%2026-03-312026-04-09

PSX PHILLIPS 661.2K sharesnew addition2026-03-312026-04-09

Sponsored

SRE SEMPRA2.3K shares0.00%2026-03-312026-04-09

SCHW SCHWAB CHARLES CORP2.3K sharesnew addition2026-03-312026-04-09

OXY OCCIDENTAL PETE CORP3.4K sharesnew addition2026-03-312026-04-09

AME AMETEK INC1.0K shares-16.61%2026-03-312026-04-09

LAM RESEARCH CORP LAM RESEARCH CORP1.0K sharesnew addition2026-03-312026-04-09

IBKR INTERACTIVE BROKERS GROUP IN3.2K shares0.00%2026-03-312026-04-09

VUG VANGUARD INDEX FDS492 shares-65.79%2026-03-312026-04-09

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.1K sharesnew addition2026-03-312026-04-09

Sponsored

BCPC BALCHEM CORP1.3K sharesnew addition2026-03-312026-04-09

FCX FREEPORT MCMORAN INC3.6K sharesnew addition2026-03-312026-04-09

FN FABRINET404 sharesnew addition2026-03-312026-04-09

HON HONEYWELL INTL INC930 sharesnew addition2026-03-312026-04-09

THE CIGNA GROUP THE CIGNA GROUP787 sharesnew addition2026-03-312026-04-09

FIX COMFORT SYS USA INC152 sharesnew addition2026-03-312026-04-09

SXI STANDEX INTL CORP815 sharesnew addition2026-03-312026-04-09

MMC MARSH & MCLENNAN COS INC1.2K shares-39.36%2026-03-312026-04-09

Sponsored

USB US BANCORP3.9K sharesnew addition2026-03-312026-04-09

RCL ROYAL CARIBBEAN GROUP739 sharesnew addition2026-03-312026-04-09

DOV DOVER CORP968 sharesnew addition2026-03-312026-04-09

REKR REKOR SYSTEMS INC200.0K shares0.00%2026-03-312026-04-09

SAN BANCO SANTANDER SA12.9K shares0.00%2026-03-312026-04-09

TCPC BLACKROCK TCP CAPITAL CORP38.6K shares0.00%2026-03-312026-04-09

CCC CCC INTELLIGENT SOLUTIONS HL21.8K shares-3.86%2026-03-312026-04-09

LYG LLOYDS BANKING GROUP PLC21.4K shares0.00%2026-03-312026-04-09

Sponsored

ACRE ARES COML REAL ESTATE CORP20.3K shares1.53%2026-03-312026-04-09

DHF BNY MELLON HIGH YIELD STRATE17.7K shares0.00%2026-03-312026-04-09

ALIT ALIGHT INC10.3K sharesnew addition2026-03-312026-04-09

GOSS GOSSAMER BIO INC11.8K sharesnew addition2026-03-312026-04-09

APOLLO GLOBAL MGMT INC

-0.26%

Shares2.2M

Event2026-03-31

Filed2026-04-09

ARES

ARES MANAGEMENT CORPORATION

3.47%

Shares1.5M

Event2026-03-31

Filed2026-04-09

VANGUARD INDEX FDS

13.86%

Shares80.1K

Event2026-03-31

Filed2026-04-09

SPY

STATE STR SPDR S&P 500 ETF T

0.28%

Shares51.9K

Event2026-03-31

Filed2026-04-09

DFAI

DIMENSIONAL ETF TRUST

6.64%

Shares703.9K

Event2026-03-31

Filed2026-04-09

RAYE

ADVISORS INNER CIRCLE FD III

8.35%

Shares615.7K

Event2026-03-31

Filed2026-04-09

TOUCHSTONE ETF TRUST

New

Shares689.3K

Event2026-03-31

Filed2026-04-09

TEX

TEREX CORP NEW

0.00%

Shares226.9K

Event2026-03-31

Filed2026-04-09

DHLX

DIAMOND HILL FUNDS

5.19%

Shares996.4K

Event2026-03-31

Filed2026-04-09

AAPL

APPLE INC

23.14%

Shares40.9K

Event2026-03-31

Filed2026-04-09

GLD

SPDR GOLD TR

-0.06%

Shares22.1K

Event2026-03-31

Filed2026-04-09

DOUBLELINE ETF TRUST

New

Shares364.6K

Event2026-03-31

Filed2026-04-09

NVDA

NVIDIA CORPORATION

26.69%

Shares46.2K

Event2026-03-31

Filed2026-04-09

IVV

ISHARES TR

-0.38%

Shares11.7K

Event2026-03-31

Filed2026-04-09

AMZN

AMAZON COM INC

9.24%

Shares31.7K

Event2026-03-31

Filed2026-04-09

ALPHABET INC

1.93%

Shares21.1K

Event2026-03-31

Filed2026-04-09

MSFT

MICROSOFT CORP

37.04%

Shares15.1K

Event2026-03-31

Filed2026-04-09

TPL

TEXAS PACIFIC LAND CORPORATI

0.00%

Shares8.3K

Event2026-03-31

Filed2026-04-09