Sponsored

The Analysis of Cypress Capital Management LLC (WY)'s Holdings & P&L

Currently, Cypress Capital Management LLC (WY) holds 205 types of securities in its portfolio with a total value $108.1M. In the most recent quarter, they have increased their positions in SPXX (+94.5K shares, valued at $1.5M), N/A (+4.1K shares, valued at $1.2M), ETY (+75.0K shares, valued at $1.0M); decreased their positions in AGI (-40.4K shares, valued at $1.8M), AEP (-8.9K shares, valued at $1.2M), BGR (-41.8K shares, valued at $723.2K); initiated new positions in SPXX (+94.5K shares, valued at $1.5M), COLL (+7.1K shares, valued at $234.1K), FCFS (+1.1K shares, valued at $206.6K).

1M P&L

+4.1M+5.54%

3M P&L

+3.9M+5.32%

HY P&L

+8.1M+11.77%

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/A36.6M

37.0%

2Consumer Electronics20.8M

21.0%

3Oil & Gas Integrated4.5M

4.6%

Top Industries by Stock Count

1N/A59 stocks

32.4%

2Credit Services5 stocks

2.7%

3Specialty Industrial Machinery5 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC81.8K shares-0.37%2026-03-312026-05-08

ETY EATON VANCE TX MGD DIV EQ IN362.2K shares26.10%2026-03-312026-05-08

QQQX NUVEEN NASDAQ 100 DYNAMIC OV177.9K shares9.43%2026-03-312026-05-08

BGR BLACKROCK ENERGY & RES TR265.9K shares-13.58%2026-03-312026-05-08

COST COSTCO WHSL CORP NEW4.4K shares-2.85%2026-03-312026-05-08

RVT ROYCE VALUE TR INC216.9K shares14.23%2026-03-312026-05-08

PHYS SPROTT ETF TRUST87.6K shares1.26%2026-03-312026-05-08

YDESW YD BIO LTD4.6M shares3.17%2026-03-312026-05-08

Sponsored

CCJ CAMECO CORP26.4K shares0.08%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR53.0K shares-0.88%2026-03-312026-05-08

IJT ISHARES TR18.9K shares-2.11%2026-03-312026-05-08

XOM EXXON MOBIL CORP16.0K shares-0.32%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO8.4K shares0.54%2026-03-312026-05-08

PM PHILIP MORRIS INTL INC14.9K shares-0.23%2026-03-312026-05-08

AEM AGNICO EAGLE MINES LTD11.1K shares-0.80%2026-03-312026-05-08

CELESTICA INC CELESTICA INC7.9K shares-2.40%2026-03-312026-05-08

Sponsored

FIBK FIRST INTST BANCSYSTEM INC62.2K shares-8.23%2026-03-312026-05-08

SCCO SOUTHERN COPPER CORP11.3K shares-0.67%2026-03-312026-05-08

CVX CHEVRON CORP NEW8.7K shares-1.12%2026-03-312026-05-08

NVDA NVIDIA CORP10.0K shares-0.30%2026-03-312026-05-08

BME BLACKROCK HEALTH SCIENCES TR44.9K shares18.49%2026-03-312026-05-08

V VISA INC5.6K shares-0.97%2026-03-312026-05-08

BUI BLACKROCK UTILS INFRASTRUCTU64.5K shares15.08%2026-03-312026-05-08

SPXX NUVEEN S&P 500 DYNAMIC OVERW94.5K sharesnew addition2026-03-312026-05-08

Sponsored

ALPHABET INC ALPHABET INC5.1K shares-2.56%2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC6.9K shares-0.98%2026-03-312026-05-08

AGI ALAMOS GOLD INC NEW28.3K shares-58.86%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC8.4K shares-1.12%2026-03-312026-05-08

GENERAL ELECTRIC CO GENERAL ELECTRIC CO4.1K shares25581.25%2026-03-312026-05-08

EQT CORP EQT CORP18.0K shares-1.18%2026-03-312026-05-08

XLV SELECT SECTOR SPDR TR6.6K shares0.00%2026-03-312026-05-08

MP MP MATERIALS CORP18.7K shares-1.03%2026-03-312026-05-08

Sponsored

CELH CELSIUS HLDGS INC25.0K shares-3.88%2026-03-312026-05-08

AER AERCAP HOLDINGS NV6.3K shares-1.20%2026-03-312026-05-08

MSFT MICROSOFT CORP2.3K shares1.92%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F15.2K shares-6.43%2026-03-312026-05-08

BRK.A BERKSHIRE HATHAWAY INC DEL1 shares0.00%2026-03-312026-05-08

AMZN AMAZON COM INC3.4K shares2.43%2026-03-312026-05-08

EPD ENTERPRISE PRODS PARTNERS L13.7K shares8.62%2026-03-312026-05-08

SMR NUSCALE PWR CORP CL A COM42.2K shares-0.99%2026-03-312026-05-08

Sponsored

PCT PURECYCLE TECHNOLOGIES INC73.2K shares0.00%2026-03-312026-05-08

GLD SPDR GOLD TRUST774 shares0.00%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL678 shares26.26%2026-03-312026-05-08

ET ENERGY TRANSFER LP12.9K shares4.27%2026-03-312026-05-08

SCHG SCHWAB STRATEGIC TR8.2K shares1.51%2026-03-312026-05-08

SPYM SPDR SERIES TRUST3.1K shares-6.00%2026-03-312026-05-08

YDES YD BIO LTD30.7K shares11.44%2026-03-312026-05-08

COLL COLLEGIUM PHARMACEUTICAL INC7.1K sharesnew addition2026-03-312026-05-08

Sponsored

PG PROCTER & GAMBLE CO1.6K shares0.00%2026-03-312026-05-08

ABT ABBOTT LABS2.2K shares0.00%2026-03-312026-05-08

RACE FERRARI N V650 shares0.00%2026-03-312026-05-08

IGV ISHARES TR2.7K shares-4.07%2026-03-312026-05-08

FCFS FIRSTCASH HOLDINGS INC1.1K sharesnew addition2026-03-312026-05-08

POWERSHARES QQQ TRUST POWERSHARES QQQ TRUST341 shares0.00%2026-03-312026-05-08

MO ALTRIA GROUP INC2.9K shares0.00%2026-03-312026-05-08

HON HONEYWELL INTL INC828 shares-6.44%2026-03-312026-05-08

Sponsored

PCAR PACCAR INC1.6K sharesnew addition2026-03-312026-05-08

PPLT ABBRDN PLATINUM ETF TRUST939 sharesnew addition2026-03-312026-05-08

MCD MCDONALDS CORP535 shares0.00%2026-03-312026-05-08

USB US BANCORP DEL3.1K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON611 shares-5.86%2026-03-312026-05-08

RSG REPUBLIC SVCS INC680 shares0.00%2026-03-312026-05-08

CRM SALESFORCE COM INC740 shares-6.57%2026-03-312026-05-08

PEP PEPSICO INC774 shares-7.64%2026-03-312026-05-08

Sponsored

NFLX NETFLIX INC1.2K shares0.00%2026-03-312026-05-08

GRAL GRAIL INC2.3K shares0.00%2026-03-312026-05-08

DGX QUEST DIAGNOSTICS INC600 shares0.00%2026-03-312026-05-08

IYG ISHARES TR1.4K shares-0.36%2026-03-312026-05-08

NRIM NORTHRIM BANCORP INC4.5K shares103.10%2026-03-312026-05-08

MMM 3M CO661 shares0.00%2026-03-312026-05-08

EMR EMERSON ELEC CO675 shares0.00%2026-03-312026-05-08

LLY LILLY ELI & CO95 shares0.00%2026-03-312026-05-08

Sponsored

SMH VANCECK ETF TRUST227 shares0.00%2026-03-312026-05-08

KO COCA COLA CO1.1K shares-8.29%2026-03-312026-05-08

CL COLGATE PALMOLIVE CO1.0K shares0.00%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR608 shares0.00%2026-03-312026-05-08

VUG VANGUARD INDEX FDS180 shares0.00%2026-03-312026-05-08

FCX FREEPORT-MCMORAN INC1.3K shares0.00%2026-03-312026-05-08

EOS EATON VANCE ENH EQTY INC FD3.5K shares0.00%2026-03-312026-05-08

VIG VANGUARD SPECIALIZED FUNDS318 shares0.00%2026-03-312026-05-08

Sponsored

VZ VERIZON COMMUNICATIONS INC1.3K shares-1.82%2026-03-312026-05-08

COF CAPITAL ONE FINL CORP355 shares0.00%2026-03-312026-05-08

LOPE GRAND CANYON ED INC375 shares0.00%2026-03-312026-05-08

EW EDWARDS LIFESCIENCES CORP780 shares0.00%2026-03-312026-05-08

SIXG ETF SER SOLUTIONS862 shares0.00%2026-03-312026-05-08

ENB ENBRIDGE ENERGY PARTNERS L P1.1K shares0.00%2026-03-312026-05-08

ITW ILLINOIS TOOL WKS INC220 shares0.00%2026-03-312026-05-08

OKE ONEOK INC NEW631 shares35.41%2026-03-312026-05-08

Sponsored

ITA ISHARES TR260 shares0.00%2026-03-312026-05-08

WFC WELLS FARGO & CO NEW702 shares0.00%2026-03-312026-05-08

ONTO ONTO INNOVATION INC269 sharesnew addition2026-03-312026-05-08

VLO VALERO ENERGY CORP NEW200 shares0.00%2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION860 shares0.00%2026-03-312026-05-08

BITO PROSHARES TR5.2K sharesnew addition2026-03-312026-05-08

VENU VENU HLDG CORP COM14.3K shares0.00%2026-03-312026-05-08

KMB KIMBERLY CLARK CORP472 shares0.00%2026-03-312026-05-08

Sponsored

UAL UNITED AIRLS HLDGS INC500 shares0.00%2026-03-312026-05-08

AEP AMERICAN ELEC PWR INC347 shares-96.25%2026-03-312026-05-08

WRBY WARBY PARKER INC2.1K sharesnew addition2026-03-312026-05-08

EXG EATON VANCE TAX MNGD GBL DV5.0K shares0.00%2026-03-312026-05-08

LMT LOCKHEED MARTIN CORP.71 shares0.00%2026-03-312026-05-08

BNS BANK NOVA SCOTIA HALIFAX COM601 shares0.00%2026-03-312026-05-08

DVY ISHARES TR261 shares0.00%2026-03-312026-05-08

OTIS OTIS WORLDWIDE CORP500 shares0.00%2026-03-312026-05-08

Sponsored

XLI SELECT SECTOR SPDR TR235 shares0.00%2026-03-312026-05-08

O REALTY INCOME CORP609 shares-4.99%2026-03-312026-05-08

ABBV ABBVIE INC169 shares0.00%2026-03-312026-05-08

MERCK & CO INC NEW MERCK & CO INC NEW283 shares9.69%2026-03-312026-05-08

XLF SELECT SECTOR SPDR TR687 shares0.00%2026-03-312026-05-08

CVNA CARVANA CO100 shares0.00%2026-03-312026-05-08

SBUX STARBUCKS CORP324 shares0.00%2026-03-312026-05-08

HD HOME DEPOT INC79 shares507.69%2026-03-312026-05-08

Sponsored

PSA PUBLIC STORAGE96 shares0.00%2026-03-312026-05-08

BAR GRANITESHARES GOLD TR485 shares0.00%2026-03-312026-05-08

BKH BLACK HILLS CORP300 shares0.00%2026-03-312026-05-08

ALPHABET INC ALPHABET INC70 shares0.00%2026-03-312026-05-08

ARCC ARES CAPITAL CORP1.0K shares0.00%2026-03-312026-05-08

GS GOLDMAN SACHS GROUP INC21 shares0.00%2026-03-312026-05-08

VIAV VIAVI SOLUTIONS INC515 sharesnew addition2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC235 shares-24.92%2026-03-312026-05-08

Sponsored

MMC MARSH & MCLENNAN COS INC97 sharesnew addition2026-03-312026-05-08

ORLA ORLA MNG LTD NEW1.0K sharesnew addition2026-03-312026-05-08

PLD PROLOGIS INC126 shares0.00%2026-03-312026-05-08

SPY SPDR S&P 500 ETF TR25 shares0.00%2026-03-312026-05-08

XLB SELECT SECTOR SPDR TR300 shares0.00%2026-03-312026-05-08

SCHX SCHWAB STRATEGIC TR578 shares0.00%2026-03-312026-05-08

ARI APOLLO COML REAL EST FIN INC1.2K shares0.00%2026-03-312026-05-08

BND VANGUARD BD INDEX FD INC175 shares0.00%2026-03-312026-05-08

Sponsored

VXX BARCLAYS BANK PLC346 shares0.00%2026-03-312026-05-08

BARRICK MNG CORP BARRICK MNG CORP300 shares0.00%2026-03-312026-05-08

HOOD ROBINHOOD MKTS INC175 shares0.00%2026-03-312026-05-08

META META MATERIALS INC20 shares42.86%2026-03-312026-05-08

DRAFTKINGS INC DRAFTKINGS INC502 shares0.00%2026-03-312026-05-08

URA GLOBAL X FDS208 shares56.39%2026-03-312026-05-08

VCIT VANGUARD SCOTTSDALE FDS120 shares0.00%2026-03-312026-05-08

BSM BLACK STONE MINERALS L P600 shares0.00%2026-03-312026-05-08

Sponsored

BROADCOM LTD BROADCOM LTD27 shares0.00%2026-03-312026-05-08

RGR STURM RUGER & CO INC200 shares0.00%2026-03-312026-05-08

IEFA ISHARES TR84 shares0.00%2026-03-312026-05-08

PUMP PROPETRO HLDG CORP500 shares-78.26%2026-03-312026-05-08

SILJ AMPLIFY ETF TR209 shares0.00%2026-03-312026-05-08

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC81 sharesnew addition2026-03-312026-05-08

T AT&T INC205 shares-62.79%2026-03-312026-05-08

SEAGATE TECHNOLOGY PLC SEAGATE TECHNOLOGY PLC15 sharesnew addition2026-03-312026-05-08

Sponsored

CRWD CROWDSTRIKE HLDGS INC15 shares0.00%2026-03-312026-05-08

SUPER MICRO COMPUTER INC SUPER MICRO COMPUTER INC250 shares0.00%2026-03-312026-05-08

PSEC PROSPECT CAP CORP2.1K shares0.00%2026-03-312026-05-08

IWY ISHARES TR22 shares0.00%2026-03-312026-05-08

CRK COMSTOCK RES INC250 shares0.00%2026-03-312026-05-08

APH AMPHENOL CORP40 sharesnew addition2026-03-312026-05-08

HALO HALOZYME THERAPEUTICS INC75 sharesnew addition2026-03-312026-05-08

BA BOEING CO23 shares0.00%2026-03-312026-05-08

Sponsored

SCHM SCHWAB STRATEGIC TR141 shares0.00%2026-03-312026-05-08

CITIGROUP INC CITIGROUP INC38 shares0.00%2026-03-312026-05-08

CAT CATERPILLAR INC DEL6 shares0.00%2026-03-312026-05-08

AAOI APPLIED OPTOELECTRONICS INC50 shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED8 shares0.00%2026-03-312026-05-08

GAMESTOP CORP NEW GAMESTOP CORP NEW1.0K shares0.00%2026-03-312026-05-08

OUTFRONT MEDIA INC OUTFRONT MEDIA INC146 shares0.00%2026-03-312026-05-08

WLDN WILLDAN GROUP INC50 sharesnew addition2026-03-312026-05-08

Sponsored

CSCO CISCO SYS INC49 shares0.00%2026-03-312026-05-08

BABA ALIBABA GROUP HLDG LTD28 shares0.00%2026-03-312026-05-08

IEMG ISHARES INC49 shares0.00%2026-03-312026-05-08

SLV ISHARES SILVER TRUST50 shares0.00%2026-03-312026-05-08

NKE NIKE INC64 shares0.00%2026-03-312026-05-08

XHB SPDR SERIES TRUST30 shares0.00%2026-03-312026-05-08

RIVN RIVIAN AUTOMOTIVE INC190 shares0.00%2026-03-312026-05-08

TE CONNECTIVITY PLC TE CONNECTIVITY PLC12 shares0.00%2026-03-312026-05-08

Sponsored

BAC BANK AMER CORP50 shares0.00%2026-03-312026-05-08

LX LEXINFINTECH HLDGS LTD1.0K shares0.00%2026-03-312026-05-08

SPSM SPDR SER TR38 shares0.00%2026-03-312026-05-08

DIS DISNEY WALT CO19 shares111.11%2026-03-312026-05-08

XLU SELECT SECTOR SPDR TR38 shares-98.71%2026-03-312026-05-08

PCY INVESCO EXCH TRADED FD TR II80 shares0.00%2026-03-312026-05-08

SOLV SOLVENTUM CORP25 shares0.00%2026-03-312026-05-08

JCI JOHNSON CTLS INTL PLC11 shares0.00%2026-03-312026-05-08

Sponsored

FNGS BANK MONTREAL MEDIUM21 shares-97.10%2026-03-312026-05-08

F FORD MTR CO100 shares0.00%2026-03-312026-05-08

TLT ISHARES TR13 shares0.00%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC11 shares0.00%2026-03-312026-05-08

SCHV SCHWAB STRATEGIC TR30 shares0.00%2026-03-312026-05-08

CVI CVR ENERGY INC20 shares0.00%2026-03-312026-05-08

PRGO PERRIGO CO PLC50 shares0.00%2026-03-312026-05-08

BLACKROCK UTILS INFRASTRUCTU BLACKROCK UTILS INFRASTRUCTU63.4K sharesnew addition2026-03-312026-05-08

Sponsored

NUE NURCOR CORP3 shares0.00%2026-03-312026-05-08

MAGS LISTED FDS TR8 shares0.00%2026-03-312026-05-08

AMH AMERICAN HOMES 4 RENT15 shares0.00%2026-03-312026-05-08

PSLV SPROTT PHYSICAL SILVER TR15 shares0.00%2026-03-312026-05-08

GDX VANECK ETF TRUST3 shares0.00%2026-03-312026-05-08

CRON CRONOS100 shares0.00%2026-03-312026-05-08

GDXJ VANECK ETF TRUST2 shares0.00%2026-03-312026-05-08

NVT NVENT ELECTRIC PLC2 shares0.00%2026-03-312026-05-08

Sponsored

KHC KRAFT HEINZ CO10 shares0.00%2026-03-312026-05-08

QTRX QUANTERIX CORP60 shares0.00%2026-03-312026-05-08

ACGL ARCH CAP GROUP LTD2 shares0.00%2026-03-312026-05-08

PNR PENTAIR PLC2 shares0.00%2026-03-312026-05-08

AMC ENTMT HLDGS INC AMC ENTMT HLDGS INC146 shares0.00%2026-03-312026-05-08

BTU PEABODY ENGR CORP3 shares0.00%2026-03-312026-05-08

TAP MOLSON COORS BREWING CO2 shares0.00%2026-03-312026-05-08

PBR PETROLEO BRASILEIRO SA PETRO4 shares0.00%2026-03-312026-05-08

Sponsored

AMPE AMPIO PHARMACEUTICALS INC440 shares0.00%2026-03-312026-05-08

UUP INVESCO DB US DLR INDEX TR1 shares0.00%2026-03-312026-05-08

ADNT ADIENT PLC1 sharesnew addition2026-03-312026-05-08

BBBY BED BATH & BEYOND INC2 shares0.00%2026-03-312026-05-08

ITERUM THERAPEUTICS PLC ITERUM THERAPEUTICS PLC66 sharesnew addition2026-03-312026-05-08

AAPL

APPLE INC

-0.37%

Shares81.8K

Event2026-03-31

Filed2026-05-08

ETY

EATON VANCE TX MGD DIV EQ IN

26.10%

Shares362.2K

Event2026-03-31

Filed2026-05-08

QQQX

NUVEEN NASDAQ 100 DYNAMIC OV

9.43%

Shares177.9K

Event2026-03-31

Filed2026-05-08

BGR

BLACKROCK ENERGY & RES TR

-13.58%

Shares265.9K

Event2026-03-31

Filed2026-05-08

COST

COSTCO WHSL CORP NEW

-2.85%

Shares4.4K

Event2026-03-31

Filed2026-05-08

RVT

ROYCE VALUE TR INC

14.23%

Shares216.9K

Event2026-03-31

Filed2026-05-08

PHYS

SPROTT ETF TRUST

1.26%

Shares87.6K

Event2026-03-31

Filed2026-05-08

YDESW

YD BIO LTD

3.17%

Shares4.6M

Event2026-03-31

Filed2026-05-08

CCJ

CAMECO CORP

0.08%

Shares26.4K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

-0.88%

Shares53.0K

Event2026-03-31

Filed2026-05-08

IJT

ISHARES TR

-2.11%

Shares18.9K

Event2026-03-31

Filed2026-05-08

XOM

EXXON MOBIL CORP

-0.32%

Shares16.0K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.54%

Shares8.4K

Event2026-03-31

Filed2026-05-08

PHILIP MORRIS INTL INC

-0.23%

Shares14.9K

Event2026-03-31

Filed2026-05-08

AEM

AGNICO EAGLE MINES LTD

-0.80%

Shares11.1K

Event2026-03-31

Filed2026-05-08

CELESTICA INC

-2.40%

Shares7.9K

Event2026-03-31

Filed2026-05-08

FIBK

FIRST INTST BANCSYSTEM INC

-8.23%

Shares62.2K

Event2026-03-31

Filed2026-05-08

SCCO

SOUTHERN COPPER CORP

-0.67%

Shares11.3K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORP NEW

-1.12%

Shares8.7K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORP

-0.30%

Shares10.0K

Event2026-03-31

Filed2026-05-08

BME

BLACKROCK HEALTH SCIENCES TR

18.49%

Shares44.9K

Event2026-03-31

Filed2026-05-08

VISA INC

-0.97%

Shares5.6K

Event2026-03-31

Filed2026-05-08

BUI

BLACKROCK UTILS INFRASTRUCTU

15.08%

Shares64.5K

Event2026-03-31

Filed2026-05-08

SPXX

NUVEEN S&P 500 DYNAMIC OVERW

New

Shares94.5K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-2.56%

Shares5.1K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

-0.98%

Shares6.9K

Event2026-03-31

Filed2026-05-08

AGI

ALAMOS GOLD INC NEW

-58.86%

Shares28.3K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-1.12%

Shares8.4K

Event2026-03-31

Filed2026-05-08

GENERAL ELECTRIC CO

25581.25%

Shares4.1K

Event2026-03-31

Filed2026-05-08

EQT CORP

-1.18%

Shares18.0K

Event2026-03-31

Filed2026-05-08

XLV

SELECT SECTOR SPDR TR

0.00%

Shares6.6K

Event2026-03-31

Filed2026-05-08

MP MATERIALS CORP

-1.03%

Shares18.7K

Event2026-03-31

Filed2026-05-08

CELH

CELSIUS HLDGS INC

-3.88%

Shares25.0K

Event2026-03-31

Filed2026-05-08

AER

AERCAP HOLDINGS NV

-1.20%

Shares6.3K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

1.92%

Shares2.3K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

-6.43%

Shares15.2K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares1

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

2.43%

Shares3.4K

Event2026-03-31

Filed2026-05-08

EPD

ENTERPRISE PRODS PARTNERS L

8.62%

Shares13.7K

Event2026-03-31

Filed2026-05-08

SMR

NUSCALE PWR CORP CL A COM

-0.99%

Shares42.2K

Event2026-03-31

Filed2026-05-08

PCT

PURECYCLE TECHNOLOGIES INC

0.00%

Shares73.2K

Event2026-03-31

Filed2026-05-08

GLD

SPDR GOLD TRUST

0.00%

Shares774

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

26.26%

Shares678

Event2026-03-31

Filed2026-05-08

ENERGY TRANSFER LP

4.27%

Shares12.9K

Event2026-03-31

Filed2026-05-08

SCHG

SCHWAB STRATEGIC TR

1.51%

Shares8.2K

Event2026-03-31

Filed2026-05-08

SPYM

SPDR SERIES TRUST

-6.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

YDES

YD BIO LTD

11.44%

Shares30.7K

Event2026-03-31

Filed2026-05-08

COLL

COLLEGIUM PHARMACEUTICAL INC

New

Shares7.1K

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABS

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

RACE

FERRARI N V

0.00%

Shares650

Event2026-03-31

Filed2026-05-08

IGV

ISHARES TR

-4.07%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FCFS

FIRSTCASH HOLDINGS INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

POWERSHARES QQQ TRUST

0.00%

Shares341

Event2026-03-31

Filed2026-05-08

ALTRIA GROUP INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-08

HON

HONEYWELL INTL INC

-6.44%

Shares828

Event2026-03-31

Filed2026-05-08

PCAR

PACCAR INC

New

Shares1.6K

Event2026-03-31

Filed2026-05-08

PPLT

ABBRDN PLATINUM ETF TRUST

New

Shares939

Event2026-03-31

Filed2026-05-08

MCD

MCDONALDS CORP

0.00%

Shares535

Event2026-03-31

Filed2026-05-08

USB

US BANCORP DEL

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

-5.86%

Shares611

Event2026-03-31

Filed2026-05-08

RSG

REPUBLIC SVCS INC

0.00%

Shares680

Event2026-03-31

Filed2026-05-08

CRM

SALESFORCE COM INC

-6.57%

Shares740

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO INC

-7.64%

Shares774

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

GRAL

GRAIL INC

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-08

DGX

QUEST DIAGNOSTICS INC

0.00%

Shares600

Event2026-03-31

Filed2026-05-08

IYG

ISHARES TR

-0.36%

Shares1.4K

Event2026-03-31

Filed2026-05-08

NRIM

NORTHRIM BANCORP INC

103.10%

Shares4.5K

Event2026-03-31

Filed2026-05-08

MMM

3M CO

0.00%

Shares661

Event2026-03-31

Filed2026-05-08

EMR

EMERSON ELEC CO

0.00%

Shares675

Event2026-03-31

Filed2026-05-08

LLY

LILLY ELI & CO

0.00%

Shares95

Event2026-03-31

Filed2026-05-08

SMH

VANCECK ETF TRUST

0.00%

Shares227

Event2026-03-31

Filed2026-05-08

COCA COLA CO

-8.29%

Shares1.1K

Event2026-03-31

Filed2026-05-08

COLGATE PALMOLIVE CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

0.00%

Shares608

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

0.00%

Shares180

Event2026-03-31

Filed2026-05-08

FCX

FREEPORT-MCMORAN INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

EOS

EATON VANCE ENH EQTY INC FD

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

VIG

VANGUARD SPECIALIZED FUNDS

0.00%

Shares318

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

-1.82%

Shares1.3K

Event2026-03-31

Filed2026-05-08

COF

CAPITAL ONE FINL CORP

0.00%

Shares355

Event2026-03-31

Filed2026-05-08

LOPE

GRAND CANYON ED INC

0.00%

Shares375

Event2026-03-31

Filed2026-05-08

EDWARDS LIFESCIENCES CORP

0.00%

Shares780

Event2026-03-31

Filed2026-05-08

SIXG

ETF SER SOLUTIONS

0.00%

Shares862

Event2026-03-31

Filed2026-05-08

ENB

ENBRIDGE ENERGY PARTNERS L P

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-08

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares220

Event2026-03-31

Filed2026-05-08

OKE

ONEOK INC NEW

35.41%

Shares631

Event2026-03-31

Filed2026-05-08

ITA

ISHARES TR

0.00%

Shares260

Event2026-03-31

Filed2026-05-08

WFC

WELLS FARGO & CO NEW

0.00%

Shares702

Event2026-03-31

Filed2026-05-08

ONTO

ONTO INNOVATION INC

New

Shares269

Event2026-03-31

Filed2026-05-08

VLO

VALERO ENERGY CORP NEW

0.00%

Shares200

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION

0.00%

Shares860

Event2026-03-31

Filed2026-05-08

BITO

PROSHARES TR

New

Shares5.2K

Event2026-03-31

Filed2026-05-08

VENU

VENU HLDG CORP COM

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY CLARK CORP

0.00%

Shares472

Event2026-03-31

Filed2026-05-08

UAL

UNITED AIRLS HLDGS INC

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

AEP

AMERICAN ELEC PWR INC

-96.25%

Shares347

Event2026-03-31

Filed2026-05-08

WRBY

WARBY PARKER INC

New

Shares2.1K

Event2026-03-31

Filed2026-05-08

EXG

EATON VANCE TAX MNGD GBL DV

0.00%

Shares5.0K

Event2026-03-31

Filed2026-05-08

LMT

LOCKHEED MARTIN CORP.

0.00%

Shares71

Event2026-03-31

Filed2026-05-08

BNS

BANK NOVA SCOTIA HALIFAX COM

0.00%

Shares601

Event2026-03-31

Filed2026-05-08

DVY

ISHARES TR

0.00%

Shares261

Event2026-03-31

Filed2026-05-08

OTIS

OTIS WORLDWIDE CORP

0.00%

Shares500

Event2026-03-31

Filed2026-05-08

XLI

SELECT SECTOR SPDR TR

0.00%

Shares235

Event2026-03-31

Filed2026-05-08

REALTY INCOME CORP

-4.99%

Shares609

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

0.00%

Shares169

Event2026-03-31

Filed2026-05-08

MERCK & CO INC NEW

9.69%

Shares283

Event2026-03-31

Filed2026-05-08

XLF

SELECT SECTOR SPDR TR

0.00%

Shares687

Event2026-03-31

Filed2026-05-08

CVNA

CARVANA CO

0.00%

Shares100

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS CORP

0.00%

Shares324

Event2026-03-31

Filed2026-05-08

HOME DEPOT INC

507.69%

Shares79

Event2026-03-31

Filed2026-05-08

PSA

PUBLIC STORAGE

0.00%

Shares96

Event2026-03-31

Filed2026-05-08

BAR

GRANITESHARES GOLD TR

0.00%

Shares485

Event2026-03-31

Filed2026-05-08

BKH

BLACK HILLS CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

ALPHABET INC

0.00%

Shares70

Event2026-03-31

Filed2026-05-08

ARCC

ARES CAPITAL CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-08

GOLDMAN SACHS GROUP INC

0.00%

Shares21

Event2026-03-31

Filed2026-05-08

VIAV

VIAVI SOLUTIONS INC

New

Shares515

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

-24.92%

Shares235

Event2026-03-31

Filed2026-05-08

MMC

MARSH & MCLENNAN COS INC

New

Shares97

Event2026-03-31

Filed2026-05-08

ORLA

ORLA MNG LTD NEW

New

Shares1.0K

Event2026-03-31

Filed2026-05-08

PLD

PROLOGIS INC

0.00%

Shares126

Event2026-03-31

Filed2026-05-08

SPY

SPDR S&P 500 ETF TR

0.00%

Shares25

Event2026-03-31

Filed2026-05-08

XLB

SELECT SECTOR SPDR TR

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

SCHX

SCHWAB STRATEGIC TR

0.00%

Shares578

Event2026-03-31

Filed2026-05-08

ARI

APOLLO COML REAL EST FIN INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FD INC

0.00%

Shares175

Event2026-03-31

Filed2026-05-08

VXX

BARCLAYS BANK PLC

0.00%

Shares346

Event2026-03-31

Filed2026-05-08

BARRICK MNG CORP

0.00%

Shares300

Event2026-03-31

Filed2026-05-08

HOOD

ROBINHOOD MKTS INC

0.00%

Shares175

Event2026-03-31

Filed2026-05-08