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


Currently, CURIO WEALTH, LLC holds 1255 types of securities in its portfolio with a total value $292.6M. In the most recent quarter, they have increased their positions in DFGP (+75.6K shares, valued at $4.1M), DFAU (+83.9K shares, valued at $3.8M), DFAI (+40.1K shares, valued at $1.6M); decreased their positions in IWN (-1.2K shares, valued at $227.6K), AVDE (-2.5K shares, valued at $211.2K), DFAE (-5.5K shares, valued at $186.1K); initiated new positions in PSA (+358 shares, valued at $97.0K), N/A (+1.7K shares, valued at $57.1K), COST (+40 shares, valued at $39.9K).


1M P&L
+6.6M+2.30%
3M P&L
+106.3K+0.04%
HY P&L
+16.7M+6.02%

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/A261.5M
94.3%
2Software - Infrastructure2.8M
1.0%
3Consumer Electronics1.8M
0.6%

Top Industries by Stock Count

1N/A175 stocks
42.1%
2Software - Application16 stocks
3.8%
3Biotechnology13 stocks
3.1%
Stock Holdings
DFAU
DFA US CORE EQUITY MARKET ETF
8.68%
Shares1.1M
Event2026-03-31
Filed2026-05-12
DFSD
DFA S/T FIXED INCOME ETF
3.00%
Shares958.3K
Event2026-03-31
Filed2026-05-12
DFGP
DFA GLOBAL CORE FIXED INCOME ETF
9.91%
Shares838.0K
Event2026-03-31
Filed2026-05-12
DFAI
DFA INT CORE EQUITY ETF
10.37%
Shares427.1K
Event2026-03-31
Filed2026-05-12
AVDE
AVANTIS INTL CORE EQUITY ETF
-1.46%
Shares167.5K
Event2026-03-31
Filed2026-05-12
DFAS
DFA US SMALL CAP ETF
6.95%
Shares124.0K
Event2026-03-31
Filed2026-05-12
DFVX
DIMENSIONAL US LRGE CP VCTR ETF
9.95%
Shares115.8K
Event2026-03-31
Filed2026-05-12
AVEM
AVANTIS EMERGING MKT EQ ETF
9.74%
Shares102.7K
Event2026-03-31
Filed2026-05-12
AVUS
AVANTIS US EQUITY ETF
2.43%
Shares68.3K
Event2026-03-31
Filed2026-05-12
DFAR
DFA US REAL ESTATE ETF
6.28%
Shares284.8K
Event2026-03-31
Filed2026-05-12
AVDV
AVANTIS INTL SMALL VALUE ETF
4.82%
Shares60.8K
Event2026-03-31
Filed2026-05-12
DFAE
DFA EMERGING MARKETS ETF
-3.05%
Shares174.5K
Event2026-03-31
Filed2026-05-12
DFAC
DFA US CORE EQUITY 2 ETF
-1.31%
Shares113.0K
Event2026-03-31
Filed2026-05-12
AVUV
AVANTIS US SMALL CAP VALUE ETF
4.98%
Shares37.8K
Event2026-03-31
Filed2026-05-12
DFAT
DFA US TARGETED VALUE ETF
-1.17%
Shares55.8K
Event2026-03-31
Filed2026-05-12
DFCF
DFA CORE FIXED INCOME ETF
0.27%
Shares81.6K
Event2026-03-31
Filed2026-05-12
DFUS
DFA US EQUITY ETF
9.27%
Shares40.0K
Event2026-03-31
Filed2026-05-12
DFUV
DFA TAX-MGD US MKT-WIDE VAL II ETF
0.00%
Shares42.1K
Event2026-03-31
Filed2026-05-12
GOOGLE CLASS C
GOOGLE CLASS C
-4.39%
Shares6.9K
Event2026-03-31
Filed2026-05-12
IGV
ISHARES TECH-SOFTWARE ETF
-1.02%
Shares24.2K
Event2026-03-31
Filed2026-05-12
VO
VANGUARD MIDCAP ETF
-1.47%
Shares6.6K
Event2026-03-31
Filed2026-05-12
AVGE
AVANTIS ALL EQUITY MKTS ETF
-10.06%
Shares18.5K
Event2026-03-31
Filed2026-05-12
AAPL
APPLE
-1.49%
Shares6.4K
Event2026-03-31
Filed2026-05-12
DISV
DFA INTL SMALL CAP VALUE ETF
2.99%
Shares39.2K
Event2026-03-31
Filed2026-05-12
SPY
SPDR S&P 500 ETF
-8.89%
Shares2.3K
Event2026-03-31
Filed2026-05-12
DUSB
DIMENSIONAL ULTRASHORT FXD INC ETF
134.49%
Shares28.5K
Event2026-03-31
Filed2026-05-12
VCSH
VG S/T CORP BOND ETF
19.55%
Shares17.1K
Event2026-03-31
Filed2026-05-12
DFLV
DFA US LARGE CAP VALUE ETF
60.83%
Shares32.8K
Event2026-03-31
Filed2026-05-12
DFAX
DFA WORLD EX-US EQUITY ETF
2.39%
Shares34.3K
Event2026-03-31
Filed2026-05-12
DFSV
DFA US SMALL CAP VAL ETF
-1.15%
Shares32.9K
Event2026-03-31
Filed2026-05-12
PLTR
PALANTIR TECHNOLOGIES
0.13%
Shares7.6K
Event2026-03-31
Filed2026-05-12
DFSB
DIMNSNL GLBL SUSTN FIXED INCM ETF
0.12%
Shares20.8K
Event2026-03-31
Filed2026-05-12
VNQ
VANGUARD REIT ETF
1.14%
Shares11.4K
Event2026-03-31
Filed2026-05-12
DFIV
DFA TAX-MGD INT'L VALUE ETF
12.18%
Shares19.1K
Event2026-03-31
Filed2026-05-12
AVSC
AVANTIS US SMALL CAP ETF
21.22%
Shares15.9K
Event2026-03-31
Filed2026-05-12
SCHX
SCHWAB US LARGE CAP ETF
0.00%
Shares38.3K
Event2026-03-31
Filed2026-05-12
LMT
LOCKHEED MARTIN
-6.14%
Shares1.5K
Event2026-03-31
Filed2026-05-12
TJX
TJX COMPANIES
0.14%
Shares5.7K
Event2026-03-31
Filed2026-05-12
NFLX
NETFLIX
-0.57%
Shares9.2K
Event2026-03-31
Filed2026-05-12
MSFT
MICROSOFT CORP
0.66%
Shares2.3K
Event2026-03-31
Filed2026-05-12
IWR
ISHARES RUSSELL MIDCAP ETF
-3.53%
Shares8.0K
Event2026-03-31
Filed2026-05-12
ESGV
VANGUARD ESG US STK ETF
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-12
VTI
VANGUARD STOCK MARKET ETF
-0.09%
Shares2.2K
Event2026-03-31
Filed2026-05-12
GLD
SPDR GOLD ETF
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-12
VCEB
VANGUARD ESG US CORP BD ETF
0.00%
Shares11.0K
Event2026-03-31
Filed2026-05-12
BNDX
VG TOTAL INTL BOND INDEX ETF
1.32%
Shares14.1K
Event2026-03-31
Filed2026-05-12
META
META PLATFORMS
0.93%
Shares1.1K
Event2026-03-31
Filed2026-05-12
DFIP
DFA INFLATION-PROTECT SEC ETF
-2.28%
Shares14.6K
Event2026-03-31
Filed2026-05-12
WMT
WALMART
-6.28%
Shares4.9K
Event2026-03-31
Filed2026-05-12
CSCO
CISCO SYSTEMS
-2.92%
Shares6.8K
Event2026-03-31
Filed2026-05-12
AMZN
AMAZON
-6.36%
Shares2.0K
Event2026-03-31
Filed2026-05-12
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
1.03%
Shares880
Event2026-03-31
Filed2026-05-12
DUHP
DFA US HIGH PROFITABILITY ETF
-20.17%
Shares10.9K
Event2026-03-31
Filed2026-05-12
LLY
ELI LILLY
1.40%
Shares434
Event2026-03-31
Filed2026-05-12
NVDA
NVIDIA CORP
6.76%
Shares2.2K
Event2026-03-31
Filed2026-05-12
SCHP
SCHWAB US TIPS ETF
-3.00%
Shares13.5K
Event2026-03-31
Filed2026-05-12
GOOGLE CLASS A
GOOGLE CLASS A
-13.91%
Shares1.2K
Event2026-03-31
Filed2026-05-12
AVSE
AVANTIS RESPONSIBLE EMER MRK EQY ETF
0.00%
Shares5.2K
Event2026-03-31
Filed2026-05-12
POWERSHARES
POWERSHARES
-5.14%
Shares572
Event2026-03-31
Filed2026-05-12
IBM
IBM
0.59%
Shares1.4K
Event2026-03-31
Filed2026-05-12
SCHA
SCHWAB US SMALL CAP IDX ETF
0.00%
Shares11.1K
Event2026-03-31
Filed2026-05-12
V
VISA
0.81%
Shares995
Event2026-03-31
Filed2026-05-12
VANGUARD S&P 500 ETF
VANGUARD S&P 500 ETF
-0.41%
Shares480
Event2026-03-31
Filed2026-05-12
SCHF
SCHWAB INT'L EQUITY ETF
0.00%
Shares10.9K
Event2026-03-31
Filed2026-05-12
AMD
AMD
-0.75%
Shares1.3K
Event2026-03-31
Filed2026-05-12
AVRE
AVANTIS REAL ESTATE ETF
0.00%
Shares5.9K
Event2026-03-31
Filed2026-05-12
VUSB
VG ULTRA-SHORT BOND ETF
0.00%
Shares4.9K
Event2026-03-31
Filed2026-05-12
VOE
VANGUARD MIDCAP VALUE ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
VTV
VANGUARD US VALUE ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
AN
AUTONATION
0.09%
Shares1.2K
Event2026-03-31
Filed2026-05-12
DFSU
DFA US SUSTAINABLTY CORE 1 ETF
0.00%
Shares5.4K
Event2026-03-31
Filed2026-05-12
DIHP
DFA INT'L HIGH PROFIT ETF
0.00%
Shares6.5K
Event2026-03-31
Filed2026-05-12
MGC
VANGUARD MEGA CAP ETF
-2.22%
Shares881
Event2026-03-31
Filed2026-05-12
SCZ
ISHARES EAFE SMALL CAP ETF
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-12
AVSU
AVANTIS RESPONSIBL US EQUITY ETF
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-12
ORLY
O'REILLY AUTOMOTIVE INC COM
0.25%
Shares2.0K
Event2026-03-31
Filed2026-05-12
UNP
UNION PACIFIC
0.66%
Shares763
Event2026-03-31
Filed2026-05-12
IEFA
ISHARES CORE MSCI EAFE ETF
-14.60%
Shares1.9K
Event2026-03-31
Filed2026-05-12
IUSV
ISHARES CORE S&P VALUE ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-12
QUAL
ISHARES MSCI USA QUALITY ETF
0.00%
Shares876
Event2026-03-31
Filed2026-05-12
IWB
ISHARES RUSSELL 1000
0.00%
Shares453
Event2026-03-31
Filed2026-05-12
ORCL
ORACLE CORP
0.77%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VBR
VANGUARD SMALL CAP VAL ETF
0.00%
Shares706
Event2026-03-31
Filed2026-05-12
ONEQ
FIDELITY NASDAQ COMPOSITE ETF
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-12
ACGL
ARCH CAPITAL GROUP
0.34%
Shares1.5K
Event2026-03-31
Filed2026-05-12
VEA
VANGUARD EUROPE/PACIFIC ETF
-1.03%
Shares2.2K
Event2026-03-31
Filed2026-05-12
JPM
JP MORGAN
4.58%
Shares480
Event2026-03-31
Filed2026-05-12
TFC
TRUIST FINANCIAL CORP
0.13%
Shares3.0K
Event2026-03-31
Filed2026-05-12
MU
MICRON TECHNOLOGY INC
2.00%
Shares408
Event2026-03-31
Filed2026-05-12
IJH
ISHARES MIDCAP 400 ETF
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
MGV
VANGUARD MEGA CAP VALUE ETF
0.00%
Shares930
Event2026-03-31
Filed2026-05-12
VV
VANGUARD LRG CAP ETF
0.00%
Shares446
Event2026-03-31
Filed2026-05-12
TSLA
TESLA INC
-6.99%
Shares346
Event2026-03-31
Filed2026-05-12
DFSI
DFA INTL SUS CORE 1 ETF
-1.72%
Shares2.8K
Event2026-03-31
Filed2026-05-12
MA
MASTERCARD
1.78%
Shares229
Event2026-03-31
Filed2026-05-12
BSV
VG SHORT TERM BOND ETF
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-12
CRCL
CIRCLE INTERNET GROUP INC
21880.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
CIGNA CORP
CIGNA CORP
0.78%
Shares389
Event2026-03-31
Filed2026-05-12
3-D MATRIX LTD
3-D MATRIX LTD
0.00%
Shares38.9K
Event2026-03-31
Filed2026-05-12
SCHD
SCHWAB US DIVIDEND EQ ETF
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-12
PSA
PUBLIC STORAGE
New
Shares358
Event2026-03-31
Filed2026-05-12
FELC
FIDELITY ENCHANGED LARGE CAP
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-12
XBI
SPDR TRUST S&P BIOTECH ETF
0.00%
Shares748
Event2026-03-31
Filed2026-05-12
DFAW
DIMENSIONAL WORLD EQUITY ETF
-4.82%
Shares1.3K
Event2026-03-31
Filed2026-05-12
NSC
NORFOLK SOUTHERN
0.32%
Shares314
Event2026-03-31
Filed2026-05-12
PG
PROCTER & GAMBLE
2.83%
Shares617
Event2026-03-31
Filed2026-05-12
VXUS
VANGUARD TOTAL INTL STOCK ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
MS
MORGAN STANLEY
0.76%
Shares531
Event2026-03-31
Filed2026-05-12
RCL
ROYAL CARIBBEAN CRUISES LTD
-15.51%
Shares305
Event2026-03-31
Filed2026-05-12
TILT
FLEXSHARES MSTAR US MKT FACTORS TILT ETF
0.00%
Shares335
Event2026-03-31
Filed2026-05-12
LOW
LOWES COMPANIES
-1.26%
Shares314
Event2026-03-31
Filed2026-05-12
HD
HOME DEPOT
0.92%
Shares220
Event2026-03-31
Filed2026-05-12
EEM
ISHARES EMERGING MKTS ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
BAC
BANK OF AMERICA
-14.80%
Shares1.4K
Event2026-03-31
Filed2026-05-12
EFA
ISHARES MSCI EAFE ETF
0.00%
Shares681
Event2026-03-31
Filed2026-05-12
RPM
RPM INC-OHIO
0.16%
Shares624
Event2026-03-31
Filed2026-05-12
DHI
D.R. HORTON
0.00%
Shares450
Event2026-03-31
Filed2026-05-12
JNJ
JOHNSON & JOHNSON
5.88%
Shares252
Event2026-03-31
Filed2026-05-12
IVW
ISHARES S&P 500 GROWTH ETF
0.00%
Shares519
Event2026-03-31
Filed2026-05-12
VWO
VANGUARD EMERGING MKT ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
INTU
INTUIT INC COM
0.75%
Shares135
Event2026-03-31
Filed2026-05-12
FDX
FDX CORP
-15.10%
Shares163
Event2026-03-31
Filed2026-05-12
GLOBAL MEDICAL REIT
GLOBAL MEDICAL REIT
New
Shares1.7K
Event2026-03-31
Filed2026-05-12
PNC
PNC BANK CORP
0.74%
Shares271
Event2026-03-31
Filed2026-05-12
AVIG
Avantis Core Fixed Income ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
AVSD
AVANTIS RESPONSBL INTRL EQTY ETF
0.00%
Shares746
Event2026-03-31
Filed2026-05-12
IJR
ISHARES CORE S&P SM CAP ETF
0.00%
Shares441
Event2026-03-31
Filed2026-05-12
SPYM
STATE STREET SPDR PORT S&P 500 ETF
0.00%
Shares699
Event2026-03-31
Filed2026-05-12
PEP
PEPSICO INC COM
3.01%
Shares342
Event2026-03-31
Filed2026-05-12
QCOM
QUALCOMM
2.00%
Shares408
Event2026-03-31
Filed2026-05-12
ITOT
ISHARE CORE S&P TTL US STOCK MKT ETF
0.00%
Shares366
Event2026-03-31
Filed2026-05-12
USMV
ISHARE EDGE MSCI MIN VOL ETF
0.00%
Shares545
Event2026-03-31
Filed2026-05-12
DFSE
DFA EMG MRKT SUS CORE 1 ETF
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-12
ABBV
ABBVIE INC COM
1.40%
Shares218
Event2026-03-31
Filed2026-05-12
IEMG
ISHARES EMERGING MKT ETF
-40.97%
Shares670
Event2026-03-31
Filed2026-05-12
STZ
CONSTELLATION BRANDS INC
0.67%
Shares302
Event2026-03-31
Filed2026-05-12
IBP
INSTALLED BUILDING PRODUCTS
0.59%
Shares170
Event2026-03-31
Filed2026-05-12
MERCK & CO INC
MERCK & CO INC
4.64%
Shares361
Event2026-03-31
Filed2026-05-12
DYNF
ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF
0.00%
Shares734
Event2026-03-31
Filed2026-05-12
FBTC
FIDELITY WISE ORIGIN BITCOIN ETF
22.45%
Shares709
Event2026-03-31
Filed2026-05-12
EFV
ISHARES MSCI EAFE VALUE ETF
0.00%
Shares561
Event2026-03-31
Filed2026-05-12
BF.B
BROWN-FORMAN CORP
0.25%
Shares1.6K
Event2026-03-31
Filed2026-05-12
ADP
AUTOMATIC DATA PROCESSING
1.00%
Shares202
Event2026-03-31
Filed2026-05-12
PLAB
PHOTRONICS INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
SPYV
SPDR Portfolio S&P 500 Value ETF
0.43%
Shares705
Event2026-03-31
Filed2026-05-12
COST
COSTCO
New
Shares40
Event2026-03-31
Filed2026-05-12
XOM
EXXON MOBIL
14.29%
Shares232
Event2026-03-31
Filed2026-05-12
BRO
BROWN & BROWN
0.17%
Shares601
Event2026-03-31
Filed2026-05-12
BROOKFIELD RENEWABLE CORP
BROOKFIELD RENEWABLE CORP
-23.31%
Shares954
Event2026-03-31
Filed2026-05-12
VZ
VERIZON
4.31%
Shares726
Event2026-03-31
Filed2026-05-12
VGT
VG INFO TECHNOLOGY ETF
-51.40%
Shares52
Event2026-03-31
Filed2026-05-12
TLTD
FLEXSHARE MSTAR DEVMKS EX-US FCT TILT ETF
0.00%
Shares386
Event2026-03-31
Filed2026-05-12
TROW
TR PRICE GROUP INC
0.52%
Shares388
Event2026-03-31
Filed2026-05-12
KO
COCA COLA
55.59%
Shares459
Event2026-03-31
Filed2026-05-12
IBIT
ISHARES BITCOIN TRUST ETF
1.80%
Shares905
Event2026-03-31
Filed2026-05-12
PFG
PRINCIPAL FINANCIAL GROUP
1.32%
Shares384
Event2026-03-31
Filed2026-05-12
ORA
ORMAT TECHNOLOGIES
0.68%
Shares295
Event2026-03-31
Filed2026-05-12
BR
BROADRIDGE FINANCIAL SOLUTIONS
1.00%
Shares202
Event2026-03-31
Filed2026-05-12
CNI
CANADIAN NATIONAL RAILWAY
0.00%
Shares317
Event2026-03-31
Filed2026-05-12
AUB
ATLANTIC UNION BANKSHARES CORP
0.11%
Shares901
Event2026-03-31
Filed2026-05-12
ABT
ABBOTT LABORATORIES
0.98%
Shares310
Event2026-03-31
Filed2026-05-12
VIG
VG DVDND APPRECIATION ETF
0.00%
Shares132
Event2026-03-31
Filed2026-05-12
XEL
XCEL ENERGY
1.17%
Shares345
Event2026-03-31
Filed2026-05-12
MTUM
ISHARES MSCI USA MOMENTUM FACTOR
0.00%
Shares114
Event2026-03-31
Filed2026-05-12
THO
THOR INDUSTRIES
0.00%
Shares334
Event2026-03-31
Filed2026-05-12
MELI
MERCADOLIBRE
0.00%
Shares15
Event2026-03-31
Filed2026-05-12
MDY
S&P MID CAP 400 ETF
0.00%
Shares41
Event2026-03-31
Filed2026-05-12
LUCID GROUP ORD
LUCID GROUP ORD
32662.50%
Shares2.6K
Event2026-03-31
Filed2026-05-12
APLD
APPLIED DIGITAL CORP
147.78%
Shares1.0K
Event2026-03-31
Filed2026-05-12
TMUS
T-MOBILE US
4.81%
Shares109
Event2026-03-31
Filed2026-05-12
EMXC
ISHARES MSCI EMERGING MKTS EX CHINA ETF
0.00%
Shares284
Event2026-03-31
Filed2026-05-12
PECO
PHILLIPS EDISON AND COMPANY
0.00%
Shares591
Event2026-03-31
Filed2026-05-12
IWM
ISHARES RUSSELL 2000 ETF
0.00%
Shares89
Event2026-03-31
Filed2026-05-12
VUG
VANGUARD US LG CAP GRWTH ETF
0.00%
Shares47
Event2026-03-31
Filed2026-05-12
MKC
MCCORMICK
0.75%
Shares403
Event2026-03-31
Filed2026-05-12
COP
CONOCO PHILLIPS
74.71%
Shares152
Event2026-03-31
Filed2026-05-12
CANADIAN PACIFIC RAILWAY
CANADIAN PACIFIC RAILWAY
0.00%
Shares250
Event2026-03-31
Filed2026-05-12
VB
VANGUARD SMALL CAP ETF
-53.50%
Shares73
Event2026-03-31
Filed2026-05-12
MBB
ISHARES MBS ETF
1220.00%
Shares198
Event2026-03-31
Filed2026-05-12
VBK
VANGUARD SM CAP GRW ETF
0.00%
Shares62
Event2026-03-31
Filed2026-05-12
THRO
ISHARES U.S. THEMATIC ROTATION ACTIVE ETF
0.00%
Shares515
Event2026-03-31
Filed2026-05-12
VIOO
VANGUARD S&P SM CAP 600 ETF
-10.92%
Shares155
Event2026-03-31
Filed2026-05-12
XLY
SPDR - CONSUMER DISCRETIONARY ETF
-58.46%
Shares162
Event2026-03-31
Filed2026-05-12
LUV
SOUTHWEST AIRLINES
-78.00%
Shares468
Event2026-03-31
Filed2026-05-12
CRESCO LABS INC
CRESCO LABS INC
0.00%
Shares20.2K
Event2026-03-31
Filed2026-05-12
THW
ABRDN WORLD HEALTHCARE
New
Shares1.5K
Event2026-03-31
Filed2026-05-12
EW
EDWARDS LIFESCIENCES
2.40%
Shares213
Event2026-03-31
Filed2026-05-12
NXPI
NXP SEMICONDUCTOR NV COM
3.66%
Shares85
Event2026-03-31
Filed2026-05-12
M
MACY'S
1.54%
Shares921
Event2026-03-31
Filed2026-05-12
VT
VANGUARD TOTAL WORLD ETF
7.27%
Shares118
Event2026-03-31
Filed2026-05-12
TM
TOYOTA
0.00%
Shares77
Event2026-03-31
Filed2026-05-12
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
0.00%
Shares312
Event2026-03-31
Filed2026-05-12
BROADCOM
BROADCOM
27.50%
Shares51
Event2026-03-31
Filed2026-05-12
APA Corp
APA Corp
1.98%
Shares360
Event2026-03-31
Filed2026-05-12
NVO
Novo Nordisk A/S
0.00%
Shares415
Event2026-03-31
Filed2026-05-12
MPLX
MPLX LP PARTNERSHIP UNITS
0.00%
Shares263
Event2026-03-31
Filed2026-05-12
THOMSON REUTERS
THOMSON REUTERS
0.00%
Shares163
Event2026-03-31
Filed2026-05-12
XLI
THE INDUSTRIAL SELECT SECTOR SPDR ETF
106.98%
Shares89
Event2026-03-31
Filed2026-05-12
SCHB
SCHWAB US BROAD MARKET ETF
0.00%
Shares567
Event2026-03-31
Filed2026-05-12
DIS
WALT DISNEY
-36.32%
Shares142
Event2026-03-31
Filed2026-05-12
XLC
THE COMM SVCS SEL SECT SPDR ETF
-61.04%
Shares120
Event2026-03-31
Filed2026-05-12
IJS
ISHARES S&P SM CAP VAL ETF
0.00%
Shares111
Event2026-03-31
Filed2026-05-12
VSS
VG WORLD EX-US SMALL CAP ETF
0.00%
Shares88
Event2026-03-31
Filed2026-05-12
CHRW
C.H. ROBINSON WORLDWIDE INC
4.05%
Shares77
Event2026-03-31
Filed2026-05-12
CB
CHUBB LTD COM
5.41%
Shares39
Event2026-03-31
Filed2026-05-12
BKNG
BOOKING HOLDINGS
0.00%
Shares3
Event2026-03-31
Filed2026-05-12
SAIC
SCIENCE APPLICATIONS INTERNATIONAL CORP
0.78%
Shares129
Event2026-03-31
Filed2026-05-12
VFH
VANGUARD FINANCIAL ETF
76.79%
Shares99
Event2026-03-31
Filed2026-05-12
NDAQ
NASDAQ INC
3.70%
Shares140
Event2026-03-31
Filed2026-05-12
SHOP
SHOPIFY
-37.50%
Shares100
Event2026-03-31
Filed2026-05-12
GLW
CORNING INC
11.54%
Shares87
Event2026-03-31
Filed2026-05-12
KOF
COCA-COLA FEMSA SAB de CV
0.00%
Shares120
Event2026-03-31
Filed2026-05-12
FSK
FS KKR CAPITAL CORP COM
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-12
BAI
ISHARES A.I. INNOVATION AND TECH ACT ETF
0.00%
Shares341
Event2026-03-31
Filed2026-05-12
XLP
SPDR - CONSUMER ETF
107.69%
Shares135
Event2026-03-31
Filed2026-05-12
L OREAL SA
L OREAL SA
0.00%
Shares135
Event2026-03-31
Filed2026-05-12
SIGA
SIGA TECHNOLOGIES INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
AXON
AXON ENTERPRISE
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
ACCENTURE LTD ORD
ACCENTURE LTD ORD
New
Shares53
Event2026-03-31
Filed2026-05-12
MTN
VAIL RESORTS INC
New
Shares81
Event2026-03-31
Filed2026-05-12
COF
CAPITAL ONE FINANCIAL CORP
1.82%
Shares56
Event2026-03-31
Filed2026-05-12
AMGN
AMGEN INC
12.00%
Shares28
Event2026-03-31
Filed2026-05-12
UNH
UNITEDHEALTH GROUP
-76.67%
Shares35
Event2026-03-31
Filed2026-05-12
VKTX
Viking Therapeutics Inc
0.00%
Shares279
Event2026-03-31
Filed2026-05-12
CEG
CONSTELLATION ENERGY
3.23%
Shares32
Event2026-03-31
Filed2026-05-12
MTB
M&T BANK
4.88%
Shares43
Event2026-03-31
Filed2026-05-12
PANW
PALO ALTO NETWORKS
1.85%
Shares55
Event2026-03-31
Filed2026-05-12
IRM
IRON MOUNTAIN
0.00%
Shares86
Event2026-03-31
Filed2026-05-12
XLV
SPDR - HEALTH CARE ETF
-61.44%
Shares59
Event2026-03-31
Filed2026-05-12
GENERAL ELECTRIC
GENERAL ELECTRIC
-34.78%
Shares30
Event2026-03-31
Filed2026-05-12
CVX
CHEVRONTEXACO
17.14%
Shares41
Event2026-03-31
Filed2026-05-12
ARISTA NETWORKS
ARISTA NETWORKS
-58.18%
Shares69
Event2026-03-31
Filed2026-05-12
BAC-PM
BANK AMERICA 5.375pcnt PFD
0.00%
Shares390
Event2026-03-31
Filed2026-05-12
FDN
FIRST TRUST DOW JONES INTERNET ETF
-65.05%
Shares36
Event2026-03-31
Filed2026-05-12
CVV
CVD EQUIPTMENT CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
CMCSA
COMCAST
7.09%
Shares287
Event2026-03-31
Filed2026-05-12
SYK
STRYKER CORP COM
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
NEXT
NEXTDECADE CORP
0.30%
Shares1.0K
Event2026-03-31
Filed2026-05-12
ONCE UPON A FARM PBC
ONCE UPON A FARM PBC
New
Shares482
Event2026-03-31
Filed2026-05-12
HIMX
HIMAX TECHNOLOGIES INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VCIT
VG INTERM CORP BOND ETF
50.82%
Shares92
Event2026-03-31
Filed2026-05-12
RRX
REGAL REXNORD CORP
0.00%
Shares38
Event2026-03-31
Filed2026-05-12
INTC
INTEL CORP
18.38%
Shares161
Event2026-03-31
Filed2026-05-12
GEV
GE VERNOVA LLC COM
-27.27%
Shares8
Event2026-03-31
Filed2026-05-12
ACHR
ARCHER AVIATION CL A
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-12
ISRG
INTUITIVE SURGICAL
0.00%
Shares15
Event2026-03-31
Filed2026-05-12
CANNABIST COMPANY HOLDING
CANNABIST COMPANY HOLDING
0.00%
Shares234.1K
Event2026-03-31
Filed2026-05-12
MET
METLIFE INC
5.68%
Shares93
Event2026-03-31
Filed2026-05-12
LYV
LIVE NATION
2.38%
Shares43
Event2026-03-31
Filed2026-05-12
LH
LABCORP HOLDINGS INC
9.09%
Shares24
Event2026-03-31
Filed2026-05-12
VYM
VANGUARD HIGH DIV'D YD ETF
0.00%
Shares41
Event2026-03-31
Filed2026-05-12
NOK
NOKIA OYJ
New
Shares700
Event2026-03-31
Filed2026-05-12
SAFE BULKERS
SAFE BULKERS
0.00%
Shares215
Event2026-03-31
Filed2026-05-12
SBUX
STARBUCKS
6.90%
Shares62
Event2026-03-31
Filed2026-05-12
ECL
ECOLAB INC
10.53%
Shares21
Event2026-03-31
Filed2026-05-12
IMMR
IMMERSION CORP
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VONV
VANGUARD RUSSELL 1000 VALUE ETF
New
Shares58
Event2026-03-31
Filed2026-05-12
MCD
MCDONALDS
-59.52%
Shares17
Event2026-03-31
Filed2026-05-12
XLE
THE ENERGY SELECT SECTOR SPDR ETF
-71.33%
Shares86
Event2026-03-31
Filed2026-05-12
BINC
ISHARES FLEXIBLE INCOME ACTIVE ETF
-85.23%
Shares100
Event2026-03-31
Filed2026-05-12
WFC
WELLS FARGO
New
Shares65
Event2026-03-31
Filed2026-05-12
IBB
ISHARES BIOTECH
-65.52%
Shares30
Event2026-03-31
Filed2026-05-12
LMBS
FIRST TRUST LOW DURTN OPPOS ETF
0.00%
Shares100
Event2026-03-31
Filed2026-05-12
FAN
FIRST TRUST GLBL WIND ETF
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
DRAGANFLY INC. COM NPV (POST REV SPLIT)
DRAGANFLY INC. COM NPV (POST REV SPLIT)
New
Shares1.0K
Event2026-03-31
Filed2026-05-12
EXC
EXELON CORP
7.53%
Shares100
Event2026-03-31
Filed2026-05-12
VONG
VG RUSSELL 1000 GROWTH ETF
New
Shares44
Event2026-03-31
Filed2026-05-12
VCRB
VANGUARD CORE BOND ETF
New
Shares61
Event2026-03-31
Filed2026-05-12
MDB
MONGODB
0.00%
Shares19
Event2026-03-31
Filed2026-05-12
SLV
ISHARES SILVER TRUST
New
Shares66
Event2026-03-31
Filed2026-05-12
SOFI
SOFI TECHNOLOGIES
7.69%
Shares280
Event2026-03-31
Filed2026-05-12
DFIS
DIMENSIONAL INTERNATIONAL SMALL CAP ETF
-0.78%
Shares127
Event2026-03-31
Filed2026-05-12
GM
GENERAL MOTORS
41.03%
Shares55
Event2026-03-31
Filed2026-05-12
AUR
AURORA INNOVATION INC
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-12
VEEV
VEEVA SYSTEMS
4.76%
Shares22
Event2026-03-31
Filed2026-05-12
MSTR
Strategy Class A
New
Shares30
Event2026-03-31
Filed2026-05-12
VTRS
VIATRIS
10.08%
Shares273
Event2026-03-31
Filed2026-05-12
RITM
RITHM CAPITAL CORP
0.00%
Shares388
Event2026-03-31
Filed2026-05-12
TTD
THE TRADE DESK
0.62%
Shares162
Event2026-03-31
Filed2026-05-12
XLB
THE MATERIALS SELECT SECTOR SPDR ETF
114.71%
Shares73
Event2026-03-31
Filed2026-05-12
RBLX
ROBLOX CORP
0.00%
Shares63
Event2026-03-31
Filed2026-05-12
FITB
FIFTH THIRD BANCORP
-76.40%
Shares76
Event2026-03-31
Filed2026-05-12
TIP
ISHARES TIPS BD ETF
106.67%
Shares31
Event2026-03-31
Filed2026-05-12
LDOS
LEIDOS HOLDINGS INC
15.79%
Shares22
Event2026-03-31
Filed2026-05-12
ALNY
ALNYLAM PHARMACEUTICALS
0.00%
Shares10
Event2026-03-31
Filed2026-05-12
IWN
ISHARES RUSSELL 2000 VALUE ETF
-98.58%
Shares17
Event2026-03-31
Filed2026-05-12
FNF
FIDELITY NATIONAL FINANCIAL
7.69%
Shares70
Event2026-03-31
Filed2026-05-12
KD
KYNDRYL HOLDINGS ORD
-2.83%
Shares240
Event2026-03-31
Filed2026-05-12
FNDF
SCHWAB FUNDAMNTL INTRNL EQT ETF
0.00%
Shares64
Event2026-03-31
Filed2026-05-12
XLU
SPDR - UTILITIES
-65.31%
Shares68
Event2026-03-31
Filed2026-05-12
AVMA
AVANTIS MODERATE ALLOCATION ETF
0.00%
Shares46
Event2026-03-31
Filed2026-05-12
RDW
GENESIS PARK ACQUISTION CORP
-73.69%
Shares357
Event2026-03-31
Filed2026-05-12
GERN
GERON CORP
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
QS
QUANTUMSCAPE CORP
0.00%
Shares446
Event2026-03-31
Filed2026-05-12
UBER
UBER TECHNOLOGIES
11.43%
Shares39
Event2026-03-31
Filed2026-05-12
MAIA
MAIA BIOTECHNOLOGY INC COM USD0.0001
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
HRB
H&R BLOCK
1.16%
Shares87
Event2026-03-31
Filed2026-05-12
LTRN
LANTERN PHARMA INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
BIDU
BAIDU INC
0.00%
Shares24
Event2026-03-31
Filed2026-05-12
ETHA
ISHARES ETHEREUM TRUST ETF
0.00%
Shares168
Event2026-03-31
Filed2026-05-12
FIDELITY ETHEREUM FUND
FIDELITY ETHEREUM FUND
New
Shares127
Event2026-03-31
Filed2026-05-12
ROKU
ROKU
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
TMO
THERMO FISHER SCIENTIFIC
66.67%
Shares5
Event2026-03-31
Filed2026-05-12
T
AT&T CORP
100.00%
Shares84
Event2026-03-31
Filed2026-05-12
ROLLS-ROYCE HOLDINGS PLC
ROLLS-ROYCE HOLDINGS PLC
0.00%
Shares161
Event2026-03-31
Filed2026-05-12
LAM RESEARCH CORP
LAM RESEARCH CORP
New
Shares11
Event2026-03-31
Filed2026-05-12
CRWD
CROWDSTRIKE HOLDINGS
-81.25%
Shares6
Event2026-03-31
Filed2026-05-12
MRNA
MODERNA
4.55%
Shares46
Event2026-03-31
Filed2026-05-12
XLRE
THE REAL ESTATE SELECT SECTOR SPDR
-64.81%
Shares57
Event2026-03-31
Filed2026-05-12
F
FORD MOTOR
0.00%
Shares201
Event2026-03-31
Filed2026-05-12
VGIT
VG INTERM TERM TRS ETF
-24.00%
Shares38
Event2026-03-31
Filed2026-05-12
VXF
VANGUARD EXTENDED MKT ETF
New
Shares11
Event2026-03-31
Filed2026-05-12
TREX
TREX
0.00%
Shares62
Event2026-03-31
Filed2026-05-12
VRT
VERTIV HOLDINGS CO
80.00%
Shares9
Event2026-03-31
Filed2026-05-12
VRTX
VERTEX PHARMACEUTICALS
25.00%
Shares5
Event2026-03-31
Filed2026-05-12
MRP
MILLROSE PROPERTIES INCWHEN ISSUED
New
Shares79
Event2026-03-31
Filed2026-05-12
SYM
SYMBOTIC INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-12
TTWO
TAKE-TWO INTERACTIVE SOFTWARE
0.00%
Shares10
Event2026-03-31
Filed2026-05-12
OKTA
OKTA
-75.00%
Shares25
Event2026-03-31
Filed2026-05-12
DUKE ENERGY CORP COM
DUKE ENERGY CORP COM
-11.76%
Shares15
Event2026-03-31
Filed2026-05-12
KIE
SPDR S&P INSURANCE ETF
-65.00%
Shares35
Event2026-03-31
Filed2026-05-12
TLT
ISHARES 20 YEAR TREASURY BOND ETF
-97.89%
Shares22
Event2026-03-31
Filed2026-05-12
NNVC
NANOVIRICIDES INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
CITIUS PHARMACEUTICALS INC
CITIUS PHARMACEUTICALS INC
0.00%
Shares2.0K
Event2026-03-31
Filed2026-05-12
VSGX
VANGUARD ESG INT'L STOCK ETF
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
PLD
PROLOGIS
New
Shares13
Event2026-03-31
Filed2026-05-12
ASTS
AST SPACEMOBILE CL A ORD
5.00%
Shares21
Event2026-03-31
Filed2026-05-12
EBAY
EBAY
New
Shares19
Event2026-03-31
Filed2026-05-12
VTWO
VANGUARD RUSSELL 2000 ETF
New
Shares17
Event2026-03-31
Filed2026-05-12
GS
GOLDMAN SACHS
New
Shares2
Event2026-03-31
Filed2026-05-12
TSM
TAIWAN SEMICONDUCTOR MFG
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
DDOG
DATADOG INC
7.69%
Shares14
Event2026-03-31
Filed2026-05-12
JOBY
JOBY AVIATION INC
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
GMED
GLOBUS MEDICAL
11.76%
Shares19
Event2026-03-31
Filed2026-05-12
WDC
WESTERN DIGITAL
New
Shares6
Event2026-03-31
Filed2026-05-12
HYLB
XTRACKERS USD HIGH YIELD CORP BD ETF
109.52%
Shares44
Event2026-03-31
Filed2026-05-12
FNDX
SCHWAB FUNDMNTL US LARGECOM ETF
0.00%
Shares57
Event2026-03-31
Filed2026-05-12
OKE
ONEOK
70.00%
Shares17
Event2026-03-31
Filed2026-05-12
GILD
GILEAD SCIENCES INC COM
New
Shares11
Event2026-03-31
Filed2026-05-12
BE
BLOOM ENERGY CORP CLASS A
New
Shares11
Event2026-03-31
Filed2026-05-12
Linde plc
Linde plc
New
Shares3
Event2026-03-31
Filed2026-05-12
GH
GUARDANT HEALTH
14.29%
Shares16
Event2026-03-31
Filed2026-05-12
KLAC
KLA CORP
New
Shares1
Event2026-03-31
Filed2026-05-12
TRV
THE TRAVELERS COMPANIES INC
New
Shares5
Event2026-03-31
Filed2026-05-12
ATLASSIAN
ATLASSIAN
0.00%
Shares21
Event2026-03-31
Filed2026-05-12
CAT
CATERPILLAR
New
Shares2
Event2026-03-31
Filed2026-05-12
FIX
COMFORT SYSTEMS USA INC
New
Shares1
Event2026-03-31
Filed2026-05-12
AMAT
APPLIED MATERIALS INC
New
Shares4
Event2026-03-31
Filed2026-05-12
ASML
ASML HOLDING NV
New
Shares1
Event2026-03-31
Filed2026-05-12
CRM
SALESFORCE
40.00%
Shares7
Event2026-03-31
Filed2026-05-12
ROST
ROSS STORES INC
New
Shares6
Event2026-03-31
Filed2026-05-12
PCY
POWERSHARES EMERGING MKTS S OV DEB PORT
281.25%
Shares61
Event2026-03-31
Filed2026-05-12
MTD
METTLER-TOLEDO INTERNATIONAL INC
New
Shares1
Event2026-03-31
Filed2026-05-12
NET
CLOUDFLARE INC
New
Shares6
Event2026-03-31
Filed2026-05-12
LPX
LOUISIANA-PACIFIC CORP
13.33%
Shares17
Event2026-03-31
Filed2026-05-12
PYPL
PAYPAL HOLDINGS
-87.08%
Shares27
Event2026-03-31
Filed2026-05-12
MPC
MARATHON PETROLEUM
New
Shares5
Event2026-03-31
Filed2026-05-12
UAA
UNDER ARMOUR CLASS A
2.00%
Shares204
Event2026-03-31
Filed2026-05-12
APP
APPLOVIN CORP
New
Shares3
Event2026-03-31
Filed2026-05-12
UA
UNDER ARMOUR CLASS C
2.49%
Shares206
Event2026-03-31
Filed2026-05-12
FSLY
FASTLY
-2.38%
Shares41
Event2026-03-31
Filed2026-05-12
ONON
ON HOLDING CL A ORD
-85.94%
Shares35
Event2026-03-31
Filed2026-05-12
TDG
TRANSDIGM GROUP INC
New
Shares1
Event2026-03-31
Filed2026-05-12
EOG
EOG RESOURCES INC COM
New
Shares8
Event2026-03-31
Filed2026-05-12
BROOKFIELD ASSET MANAGEMENT LTD
BROOKFIELD ASSET MANAGEMENT LTD
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
WM
WASTE MANAGEMENT
-87.80%
Shares5
Event2026-03-31
Filed2026-05-12
CITI
CITI
-98.99%
Shares10
Event2026-03-31
Filed2026-05-12
IDXX
IDEXX LABORATORIES INC
0.00%
Shares2
Event2026-03-31
Filed2026-05-12
MIRM
MIRUM PHARMACEUTICALS INC
New
Shares12
Event2026-03-31
Filed2026-05-12
PWR
Quanta Services Inc
New
Shares2
Event2026-03-31
Filed2026-05-12
GWW
W.W. GRAINGER INC
New
Shares1
Event2026-03-31
Filed2026-05-12
PATH
UIPATH INC
0.00%
Shares98
Event2026-03-31
Filed2026-05-12
CMI
CUMMINS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
BK
BANK OF NY
New
Shares9
Event2026-03-31
Filed2026-05-12
SCHWAB US LG-CAP VALUE INDEX
SCHWAB US LG-CAP VALUE INDEX
0.00%
Shares64
Event2026-03-31
Filed2026-05-12
TOST
TOAST INC
2.56%
Shares40
Event2026-03-31
Filed2026-05-12
SWKS
SKYWORKS SOLUTIONS INC
5.56%
Shares19
Event2026-03-31
Filed2026-05-12
SFM
SPROUTS FARMERS MARKET INC
New
Shares13
Event2026-03-31
Filed2026-05-12
VLO
VALERO ENERGY CORP
New
Shares4
Event2026-03-31
Filed2026-05-12
TGT
TARGET CORP COM
300.00%
Shares8
Event2026-03-31
Filed2026-05-12
NEM
NEWMONT CORP
-25.00%
Shares9
Event2026-03-31
Filed2026-05-12
BMY
BRISTOL MYERS SQUIBB
33.33%
Shares16
Event2026-03-31
Filed2026-05-12
HOOD
ROBINHOOD MARKETS INC CLASS A
New
Shares14
Event2026-03-31
Filed2026-05-12
AON PLC
AON PLC
New
Shares3
Event2026-03-31
Filed2026-05-12
RTX
RAYTHEON TECHNOLOGIES
New
Shares5
Event2026-03-31
Filed2026-05-12
BLACKROCK INC COM
BLACKROCK INC COM
New
Shares1
Event2026-03-31
Filed2026-05-12
CMG
CHIPOTLE MEXI GRILL
650.00%
Shares30
Event2026-03-31
Filed2026-05-12
PFE
PFIZER
-97.92%
Shares34
Event2026-03-31
Filed2026-05-12
COHERENT CORP
COHERENT CORP
New
Shares4
Event2026-03-31
Filed2026-05-12
NKE
NIKE INC
-94.06%
Shares18
Event2026-03-31
Filed2026-05-12
TPL
TEXAS PACIFIC LAND CORP
New
Shares2
Event2026-03-31
Filed2026-05-12
CENCORA INC
CENCORA INC
New
Shares3
Event2026-03-31
Filed2026-05-12
KR
The Kroger Co
New
Shares13
Event2026-03-31
Filed2026-05-12
FNDA
SCHWAB FUNDAMNTL US SML COM ETF
0.00%
Shares29
Event2026-03-31
Filed2026-05-12
FERGUSON PLC
FERGUSON PLC
New
Shares4
Event2026-03-31
Filed2026-05-12
SW
SMURFIT WESTROCK PLC COM USD0.001
53.33%
Shares23
Event2026-03-31
Filed2026-05-12
PSX
PHILLIPS 66 COM
New
Shares5
Event2026-03-31
Filed2026-05-12
HON
HONEYWELL INTL
New
Shares4
Event2026-03-31
Filed2026-05-12
CSX
CSX CORP
New
Shares22
Event2026-03-31
Filed2026-05-12
IP
INTERNATIONAL PAPER CO
56.25%
Shares25
Event2026-03-31
Filed2026-05-12
ZM
ZOOM VIDEO COMM
37.50%
Shares11
Event2026-03-31
Filed2026-05-12
MCO
MOODYS CORP
New
Shares2
Event2026-03-31
Filed2026-05-12
USIG
ISHARES BROAD USD INVM GRD CORP BD ETF
New
Shares17
Event2026-03-31
Filed2026-05-12
MSI
MOTOROLA SOLUTIONS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
MCK
MCKESSON
New
Shares1
Event2026-03-31
Filed2026-05-12
PGX
INVESCO PREFERRED ETF
295.00%
Shares79
Event2026-03-31
Filed2026-05-12
LNG
CHENIERE ENERGY INC
New
Shares3
Event2026-03-31
Filed2026-05-12
CRH PLC
CRH PLC
New
Shares8
Event2026-03-31
Filed2026-05-12
RXRX
RECURSION PHARMACEUTICALS INC
New
Shares273
Event2026-03-31
Filed2026-05-12
TT
TRANE TECHNOLOGIES PLC
New
Shares2
Event2026-03-31
Filed2026-05-12
ALL
ALLSTATE CORP
New
Shares4
Event2026-03-31
Filed2026-05-12
FIG
FIGMA INC
New
Shares39
Event2026-03-31
Filed2026-05-12
MATCH GROUP
MATCH GROUP
8.00%
Shares27
Event2026-03-31
Filed2026-05-12
BWXT
BWX TECHNOLOGIES
-88.24%
Shares4
Event2026-03-31
Filed2026-05-12
ON
ON SEMICONDUCTOR
0.00%
Shares13
Event2026-03-31
Filed2026-05-12
WMB
WILLIAMS COS INC COM
New
Shares11
Event2026-03-31
Filed2026-05-12
CERT
CERTARA INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-12
JBL
JABIL INC
New
Shares3
Event2026-03-31
Filed2026-05-12
JCI
JOHNSON CONTROLS INT'L
New
Shares6
Event2026-03-31
Filed2026-05-12
SEAGATE TECHNOLOGY HOLDINGS PLC
SEAGATE TECHNOLOGY HOLDINGS PLC
New
Shares2
Event2026-03-31
Filed2026-05-12
DLB
DOLBY LABORATORIES INC
0.00%
Shares13
Event2026-03-31
Filed2026-05-12
CIEN
CIENA CORP
New
Shares2
Event2026-03-31
Filed2026-05-12
REGN
REGENERON PHARMACEUTICALS INC
New
Shares1
Event2026-03-31
Filed2026-05-12
FTI
TECHNIPFMC PLC
New
Shares11
Event2026-03-31
Filed2026-05-12
BYD CO LTD
BYD CO LTD
0.00%
Shares56
Event2026-03-31
Filed2026-05-12
TRGP
Targa Resources Corp
New
Shares3
Event2026-03-31
Filed2026-05-12
VST
VISTRA ENERGY CORP
New
Shares5
Event2026-03-31
Filed2026-05-12
TQQQ
PROSHARES ULTRAPRO QQQ
200.00%
Shares18
Event2026-03-31
Filed2026-05-12
GWRE
GUIDEWIRE SOFTWARE
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
EME
EMCOR GROUP INC
New
Shares1
Event2026-03-31
Filed2026-05-12
KMI
KINDER MORGAN INC
New
Shares22
Event2026-03-31
Filed2026-05-12
BIIB
BIOGEN INC COM
100.00%
Shares4
Event2026-03-31
Filed2026-05-12
CASY
CASEY S GENERAL STORES INC
New
Shares1
Event2026-03-31
Filed2026-05-12
SCHG
SCHWAB US LARGE CAP GROWTH ETF
0.00%
Shares25
Event2026-03-31
Filed2026-05-12
FNDE
SCHWAB FUNDTL EMRG MKT EQT ETF
0.00%
Shares19
Event2026-03-31
Filed2026-05-12
SLB
SCHLUMBERGER LTD COM
New
Shares14
Event2026-03-31
Filed2026-05-12
ADSK
AUTODESK INC
200.00%
Shares3
Event2026-03-31
Filed2026-05-12
WWD
WOODWARD INC
New
Shares2
Event2026-03-31
Filed2026-05-12
EATON CORP PLC ORD
EATON CORP PLC ORD
New
Shares2
Event2026-03-31
Filed2026-05-12
OXY
OCCIDENTAL
New
Shares11
Event2026-03-31
Filed2026-05-12
LHX
L3HARRIS TECHNOLOGIES INC
New
Shares2
Event2026-03-31
Filed2026-05-12
GENERAL DYNAMICS
GENERAL DYNAMICS
New
Shares2
Event2026-03-31
Filed2026-05-12
NOC
NORTHROP GRUMMAN
New
Shares1
Event2026-03-31
Filed2026-05-12
CW
CURTISS-WRIGHT CORP
New
Shares1
Event2026-03-31
Filed2026-05-12
HIG
THE HARTFORD INSURANCE GROUP INC
New
Shares5
Event2026-03-31
Filed2026-05-12
BKR
BAKER HUGHES CO
New
Shares11
Event2026-03-31
Filed2026-05-12
INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV
INTELLIGENT BIO SOLUTIONS INC COM USD0.01(POST REV
0.00%
Shares200
Event2026-03-31
Filed2026-05-12
NLR
VANECK URANIUM NUCLEAR ENRGY ETF
0.00%
Shares5
Event2026-03-31
Filed2026-05-12
PM
PHILIP MORRIS INTL COM
-92.00%
Shares4
Event2026-03-31
Filed2026-05-12
AFL
AFLAC INC
New
Shares6
Event2026-03-31
Filed2026-05-12
SCHW
CHARLES SCHWAB CORP
New
Shares7
Event2026-03-31
Filed2026-05-12
MAR
MARRIOTT INTERNATIONAL
New
Shares2
Event2026-03-31
Filed2026-05-12
CF
CF INDUSTRIES HOLDINGS INC
New
Shares5
Event2026-03-31
Filed2026-05-12
MTZ
MASTEC INC
New
Shares2
Event2026-03-31
Filed2026-05-12
GEHC
GE HEALTHCARE TECHNOLOGIES
-40.00%
Shares9
Event2026-03-31
Filed2026-05-12
SHW
SHERWIN WILLIAMS CO COM
New
Shares2
Event2026-03-31
Filed2026-05-12
ADI
ANALOG DEVICES INC COM
New
Shares2
Event2026-03-31
Filed2026-05-12
SNDK
SANDISK CORP
New
Shares1
Event2026-03-31
Filed2026-05-12
APH
AMPHENOL CORP
New
Shares5
Event2026-03-31
Filed2026-05-12
ISHARES GOLD ETF
ISHARES GOLD ETF
New
Shares7
Event2026-03-31
Filed2026-05-12
JLL
JONES LANG LASALLE INC
New
Shares2
Event2026-03-31
Filed2026-05-12
HLT
HILTON WORLDWIDE HOLDINGS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
MEDTRONIC
MEDTRONIC
-93.75%
Shares7
Event2026-03-31
Filed2026-05-12
AXP
AMERICAN EXPRESS
New
Shares2
Event2026-03-31
Filed2026-05-12
LPLA
LPL FINANCIAL HOLDINGS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
SLDP
SOLID POWER CL A ORD
-84.62%
Shares200
Event2026-03-31
Filed2026-05-12
DAL
DELTA AIR LINES
New
Shares9
Event2026-03-31
Filed2026-05-12
WAT
WATERS CORP
New
Shares2
Event2026-03-31
Filed2026-05-12
PGR
PROGRESSIVE CORP
New
Shares3
Event2026-03-31
Filed2026-05-12
RNR
RENAISSANCERE HOLDINGS LTD
New
Shares2
Event2026-03-31
Filed2026-05-12
FANG
DIAMONDBACK ENERGY INC COM USD0.01
New
Shares3
Event2026-03-31
Filed2026-05-12
TER
TERADYNE INC
New
Shares2
Event2026-03-31
Filed2026-05-12
UTHR
UNITED THERAPEUTICS CORP
New
Shares1
Event2026-03-31
Filed2026-05-12
CTVA
CORTEVA INC
New
Shares7
Event2026-03-31
Filed2026-05-12
NRG
NRG ENERGY INC
New
Shares4
Event2026-03-31
Filed2026-05-12
APD
Air Products & Chemicals Inc
New
Shares2
Event2026-03-31
Filed2026-05-12
FFIV
F5 NETWORKS INC COM
New
Shares2
Event2026-03-31
Filed2026-05-12
CLH
CLEAN HARBORS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
EXPD
EXPEDITORS INTERNATIONAL OF WASHINGTON INC
New
Shares4
Event2026-03-31
Filed2026-05-12
KEYS
KEYSIGHT TECHNOLOGIES INC. COM USD0.01 WD
New
Shares2
Event2026-03-31
Filed2026-05-12
DBV TECHNOLOGIES SA
DBV TECHNOLOGIES SA
0.00%
Shares27
Event2026-03-31
Filed2026-05-12
TPR
TAPESTRY INC COM
New
Shares4
Event2026-03-31
Filed2026-05-12
DE
DEERE & CO
New
Shares1
Event2026-03-31
Filed2026-05-12
GTLB
GITLAB INC
0.00%
Shares26
Event2026-03-31
Filed2026-05-12
CBOE
CBOE GLOBAL MARKETS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
NTRS
NORTHERN TRUST CORP
New
Shares4
Event2026-03-31
Filed2026-05-12
LUNR
INTUITIVE MACHINES CL A
0.00%
Shares30
Event2026-03-31
Filed2026-05-12
DVN
DEVON ENERGY CORP
New
Shares11
Event2026-03-31
Filed2026-05-12
USFD
US FOOD HOLDING CORP
New
Shares6
Event2026-03-31
Filed2026-05-12
WCC
WESCO INTERNATIONAL INC
New
Shares2
Event2026-03-31
Filed2026-05-12
HAL
HALLIBURTON CO COM
New
Shares14
Event2026-03-31
Filed2026-05-12
CACI
CACI INTERNATIONAL INC
New
Shares1
Event2026-03-31
Filed2026-05-12
IFNNY
INFINEON TECHNOLOGIES AG
0.00%
Shares12
Event2026-03-31
Filed2026-05-12
L
LOEWS CORP
New
Shares5
Event2026-03-31
Filed2026-05-12
NDSN
NORDSON CORP
New
Shares2
Event2026-03-31
Filed2026-05-12
DOCU
DOCUSIGN INC
10.00%
Shares11
Event2026-03-31
Filed2026-05-12
FN
FABRINET
New
Shares1
Event2026-03-31
Filed2026-05-12
ITW
ILLINOIS TOOL WORKS INC
New
Shares2
Event2026-03-31
Filed2026-05-12
MMC
MARSH & MCLENNAN COMPANIES INC
New
Shares3
Event2026-03-31
Filed2026-05-12
MDLZ
MONDELEZ INTL INC COM
New
Shares9
Event2026-03-31
Filed2026-05-12

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
CURIO WEALTH, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo