Sponsored

The Analysis of DECISION INVESTMENTS, INC's Holdings & P&L

Currently, DECISION INVESTMENTS, INC holds 140 types of securities in its portfolio with a total value $87.9M. In the most recent quarter, they have increased their positions in SNDK (+3.4K shares, valued at $2.2M), SPXX (+22.5K shares, valued at $361.2K), N/A (+28.8K shares, valued at $263.6K); decreased their positions in NVDA (-12.4K shares, valued at $2.2M), N/A (-1.3K shares, valued at $277.5K), AAPL (-894 shares, valued at $226.9K); initiated new positions in SNDK (+3.4K shares, valued at $2.2M), N/A (+28.8K shares, valued at $263.6K), NOW (+2.4K shares, valued at $247.8K).

1M P&L

+3.4M+4.30%

3M P&L

+3.7M+4.64%

HY P&L

+4.8M+6.14%

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/A29.0M

37.6%

2Semiconductors19.7M

25.5%

3Drug Manufacturers - General4.2M

5.4%

Top Industries by Stock Count

1N/A78 stocks

60.9%

2Asset Management5 stocks

3.9%

3Semiconductors4 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORP107.5K shares-10.32%2026-03-312026-04-22

LAM RESH CORP LAM RESH CORP24.6K shares-5.02%2026-03-312026-04-22

AAPL APPLE INC14.7K shares-5.74%2026-03-312026-04-22

IXN ISHARES GLOBAL TECH ETF30.2K shares-3.04%2026-03-312026-04-22

SNDK SANDISK CORP3.4K sharesnew addition2026-03-312026-04-22

AMZN AMAZON.COM INC9.9K shares-4.90%2026-03-312026-04-22

COST COSTCO WHSL CORP NEW2.0K shares-5.15%2026-03-312026-04-22

IWO ISHARES RUSSELL 20005.2K shares-3.99%2026-03-312026-04-22

Sponsored

IWF ISHARES RUSSELL 10003.8K shares0.00%2026-03-312026-04-22

JPM JPMORGAN CHASE & CO5.0K shares-5.91%2026-03-312026-04-22

BERKSHIRE HATHAWAY BERKSHIRE HATHAWAY2.8K shares-7.26%2026-03-312026-04-22

IXG ISHARES GLOBAL11.9K shares-3.64%2026-03-312026-04-22

ABBV ABBVIE INC5.9K shares-2.32%2026-03-312026-04-22

IXJ ISHARES GLOBAL13.4K shares-3.12%2026-03-312026-04-22

ALPHABET INC ALPHABET INC4.2K shares-1.06%2026-03-312026-04-22

VLO VALERO ENERGY CORP NEW4.8K shares-2.45%2026-03-312026-04-22

Sponsored

IWM ISHARES RUSSELL 20004.6K shares-2.77%2026-03-312026-04-22

JNJ JOHNSON & JOHNSON4.5K shares-4.92%2026-03-312026-04-22

ALPHABET INC ALPHABET INC3.6K shares-8.30%2026-03-312026-04-22

EFA ISHARES MSCI EAFE ETF10.1K shares0.50%2026-03-312026-04-22

AMGN AMGEN INC2.6K shares-4.53%2026-03-312026-04-22

ISRG INTUITIVE SURGICAL INC2.0K shares-3.17%2026-03-312026-04-22

LLY ELI LILLY AND CO959 shares2.46%2026-03-312026-04-22

MSFT MICROSOFT CORP2.3K shares-13.21%2026-03-312026-04-22

Sponsored

XOM EXXON MOBIL CORP4.9K shares-1.49%2026-03-312026-04-22

EXI ISHARES GLOBAL4.5K shares-1.50%2026-03-312026-04-22

SDY STATE STREET SPDR S&P5.2K shares0.00%2026-03-312026-04-22

EEM ISHARES MSCI EMERGING13.4K shares4.05%2026-03-312026-04-22

IBB ISHARES BIOTECHNOLOGY4.4K shares-2.31%2026-03-312026-04-22

PYLD PIMCO MULTISECTOR BOND23.0K shares1.63%2026-03-312026-04-22

IWD ISHARES RUSSELL 10002.6K shares0.00%2026-03-312026-04-22

CVX CHEVRON CORP NEW2.5K shares0.24%2026-03-312026-04-22

Sponsored

SPXX NUVEEN S&P 500 DYNAMIC O32.7K shares218.86%2026-03-312026-04-22

AMD ADVANCED MICRO DEVIC2.5K shares2.43%2026-03-312026-04-22

CSCO CISCO SYS INC6.4K shares-8.55%2026-03-312026-04-22

VUG VANGUARD GROWTH INDEX1.1K shares57.12%2026-03-312026-04-22

META META PLATFORMS INC829 shares-26.31%2026-03-312026-04-22

RXI ISHARES GLOBAL CONSUMER2.5K shares-7.00%2026-03-312026-04-22

DVA DAVITA INC3.0K shares-6.81%2026-03-312026-04-22

AIO VIRTUS ARTIFICIAL INTELL19.3K shares-0.10%2026-03-312026-04-22

Sponsored

MIN MFS INTERMEDIATE INCOME163.0K shares6.61%2026-03-312026-04-22

TOTALENERGIES F TOTALENERGIES F4.5K shares0.92%2026-03-312026-04-22

BA BOEING CO2.0K shares0.35%2026-03-312026-04-22

CITIGROUP INC CITIGROUP INC3.5K shares-11.64%2026-03-312026-04-22

ASA ASA GOLD AND PRECIOUS ME6.3K shares-0.94%2026-03-312026-04-22

BKLN INVESCO SENIOR LOAN ETF18.8K shares-0.53%2026-03-312026-04-22

INCY INCYTE CORP3.9K shares-3.60%2026-03-312026-04-22

BGR BLACKROCK ENERGY & RESOU21.1K shares0.00%2026-03-312026-04-22

Sponsored

CAT CATERPILLAR INC514 shares9.36%2026-03-312026-04-22

GNT GAMCO NAT RES GOLD & INC42.0K shares0.72%2026-03-312026-04-22

FLNG FLEX LNG LTD F11.7K shares0.36%2026-03-312026-04-22

SPY STATE STREET SPDR S&P531 shares41.60%2026-03-312026-04-22

WM WASTE MGMT INC DEL1.4K shares0.00%2026-03-312026-04-22

RTX RTX CORP1.7K shares-0.58%2026-03-312026-04-22

SOFI SOFI TECHNOLOGIES INC20.1K shares16.39%2026-03-312026-04-22

SNOW SNOWFLAKE INC2.1K shares-2.41%2026-03-312026-04-22

Sponsored

BCX BLACKROCK RESOURCES & CO26.1K shares-0.38%2026-03-312026-04-22

IWN ISHARES RUSSELL 20001.6K shares-0.61%2026-03-312026-04-22

TSLA TESLA INC803 shares3.75%2026-03-312026-04-22

PLTR PALANTIR TECHNOLOGIES IN2.0K shares-19.89%2026-03-312026-04-22

EQNR EQUINOR ASA F6.8K shares-25.54%2026-03-312026-04-22

HQL ABRDN LIFE SCIENCES INVE17.7K shares0.28%2026-03-312026-04-22

SPMD STATE STREET SPDR4.8K shares-5.87%2026-03-312026-04-22

MAR MARRIOTT INTL INC NEW862 shares-9.45%2026-03-312026-04-22

Sponsored

ETJ EV RISK-MGD DIVERS EQUIT34.4K shares-1.32%2026-03-312026-04-22

ICOW PACER DEVELOPED MARKETS6.5K shares-0.15%2026-03-312026-04-22

CVS CVS HEALTH CORP3.8K shares-6.09%2026-03-312026-04-22

OKE ONEOK INC NEW3.0K shares-0.77%2026-03-312026-04-22

VZ VERIZON COMMUNICATIONS I5.3K shares-8.62%2026-03-312026-04-22

BLACKROCK CORE BOND BLACKROCK CORE BOND28.8K sharesnew addition2026-03-312026-04-22

MGF MFS GOVERNMENT MARKETS I89.5K shares0.22%2026-03-312026-04-22

CFG CITIZENS FINL GROUP INC4.3K shares0.46%2026-03-312026-04-22

Sponsored

QQQX NUVEEN NASDAQ 100 DYNAMI9.7K shares0.00%2026-03-312026-04-22

IGD VOYA GLOBAL EQUITY DIVID45.2K shares0.00%2026-03-312026-04-22

INVESCO RAFI US 1000 INVESCO RAFI US 10005.3K shares0.00%2026-03-312026-04-22

AIPI REX AI EQUITY PREMIUM7.4K shares1.62%2026-03-312026-04-22

NOW SERVICENOW INC2.4K sharesnew addition2026-03-312026-04-22

LPG DORIAN LPG LTD F7.2K sharesnew addition2026-03-312026-04-22

BIT BLACKROCK MULTI-SECTOR I19.4K shares11.66%2026-03-312026-04-22

SPHQ INVESCO S&P 500 QUALITY3.1K shares-0.13%2026-03-312026-04-22

Sponsored

D DOMINION ENERGY INC3.7K shares0.49%2026-03-312026-04-22

QCOM QUALCOMM INC1.8K shares-38.81%2026-03-312026-04-22

INVESCO QQQ TR INVESCO QQQ TR391 shares0.00%2026-03-312026-04-22

MCR MFS CHARTER INCOME36.9K shares0.82%2026-03-312026-04-22

IJT ISHARES S&P SMALL-CAP1.5K shares0.00%2026-03-312026-04-22

GCOW PACER GLOBAL CASH COWS4.8K sharesnew addition2026-03-312026-04-22

GLDI UBS ETRACS GOLD SHARES1.3K shares1.93%2026-03-312026-04-22

NXG NXG NEXTGEN INCOME FUND4.0K shares0.00%2026-03-312026-04-22

Sponsored

MU MICRON TECHNOLOGY INC640 sharesnew addition2026-03-312026-04-22

IWP ISHARES RUSSELL MID-CAP1.7K shares0.00%2026-03-312026-04-22

IXC ISHARES GLOBAL ENERGY3.6K sharesnew addition2026-03-312026-04-22

SCHG SCHWAB U.S. LARGE-CAP7.2K shares0.00%2026-03-312026-04-22

NBXG NEUBERGER NEXT GENERATON16.0K shares50.61%2026-03-312026-04-22

STEW SRH TOTAL RETURN FUND11.8K shares1.46%2026-03-312026-04-22

EIX EDISON INTL2.7K sharesnew addition2026-03-312026-04-22

KYN KAYNE ANDERSON ENERGY IN13.9K shares0.00%2026-03-312026-04-22

Sponsored

HQH ABRDN HLTHCR INV10.9K shares0.09%2026-03-312026-04-22

ETW EV TAX-MANAGED GLB B-W O21.5K shares0.19%2026-03-312026-04-22

HYSA BONDBLOXX USD HIGH YIELD12.4K shares2.47%2026-03-312026-04-22

SFL SFL CORP LTD F17.0K shares0.06%2026-03-312026-04-22

AOD ABRDN TOTAL DYNAMIC DIVI19.8K shares0.00%2026-03-312026-04-22

IFN INDIA FUND INC15.7K sharesnew addition2026-03-312026-04-22

IHD VOYA EMERGING MARKETS HI26.6K shares-0.75%2026-03-312026-04-22

IAE VOYA ASIA PACIFIC HIGH D23.7K shares-1.25%2026-03-312026-04-22

Sponsored

EXG EV TAX-MGD GBL DIV EQUIT19.9K shares-12.57%2026-03-312026-04-22

MUC BLACKROCK MUNIHOLDINGS C16.5K shares58.92%2026-03-312026-04-22

DPG DUFF & PHELPS UTILITY AN11.7K shares0.00%2026-03-312026-04-22

AEF ABRDN EMRG MKTS EX CHINA20.8K shares0.00%2026-03-312026-04-22

MMT MFS MULTI-MARKET INCOME32.5K shares9.80%2026-03-312026-04-22

BOE BLACKROCK ENHANCED GLBL13.3K shares-2.91%2026-03-312026-04-22

EARN ELLINGTON CREDIT CO32.0K shares6.90%2026-03-312026-04-22

ALLSRPING UTLTS AND HGH ALLSRPING UTLTS AND HGH11.1K shares0.00%2026-03-312026-04-22

Sponsored

RA BROOKFIELD REAL ASSETS I10.3K shares0.00%2026-03-312026-04-22

EOD ALLSPRING GLOBAL DIVIDEN22.4K shares0.00%2026-03-312026-04-22

JRS NUVEEN REAL ESTATE INCOM17.3K shares-0.58%2026-03-312026-04-22

GLO CLOUGH GLOBAL OPPORTUNIT22.9K shares0.44%2026-03-312026-04-22

GDL GDL FUND15.2K shares0.66%2026-03-312026-04-22

DSL DOUBLELINE INCOME SOLUTI11.6K sharesnew addition2026-03-312026-04-22

GLV CLOUGH GLOBAL DIVIDEND A21.0K shares0.00%2026-03-312026-04-22

AMERICAN COASTAL INS AMERICAN COASTAL INS11.1K shares1.47%2026-03-312026-04-22

Sponsored

MFIC MIDCAP FINL INVESTME11.0K shares5.75%2026-03-312026-04-22

BRW SABA CAPITAL INCOME & OP17.8K shares13.38%2026-03-312026-04-22

ABRDN GLOBAL PREMIER PRO ABRDN GLOBAL PREMIER PRO10.5K sharesnew addition2026-03-312026-04-22

EVV EV LIMITED DURATION INCO12.1K shares-0.82%2026-03-312026-04-22

IGA VOYA GLOBAL ADVANTAGE AN11.6K shares0.00%2026-03-312026-04-22

ACHR ARCHER AVIATION INC21.2K shares60.49%2026-03-312026-04-22

ZTR VIRTUS TOTAL RETURN FD16.1K shares0.00%2026-03-312026-04-22

GLQ CLOUGH GLOBAL EQUITY13.3K shares0.00%2026-03-312026-04-22

Sponsored

BGY BLACKROCK ENHANCED INTL18.2K shares-2.68%2026-03-312026-04-22

BDJ BLACKROCK ENHANCED EQUIT11.4K shares0.00%2026-03-312026-04-22

JQC NUVEEN CREDIT STRATEGIES19.3K shares0.00%2026-03-312026-04-22

GGN GAMCO GLB GOLD NATURAL R17.4K shares-1.14%2026-03-312026-04-22

GGT GABELLI MULTIMEDIA23.3K sharesnew addition2026-03-312026-04-22

ASG LIBERTY ALL-STAR GROWTH17.2K shares-0.58%2026-03-312026-04-22

IGR CBRE GLOBAL REAL ESTATE17.7K shares-11.04%2026-03-312026-04-22

CHW CALAMOS GLOBAL DYNAMIC I10.7K shares0.28%2026-03-312026-04-22

Sponsored

NRO NEUBERGER REAL EST SEC I26.5K shares0.38%2026-03-312026-04-22

AFCG ADVANCED FLOWER CAP INC24.2K shares8.97%2026-03-312026-04-22

USA LIBERTY ALL-STAR EQUITY11.9K shares0.42%2026-03-312026-04-22

BGS B & G FOODS INC NEW12.0K shares-1.64%2026-03-312026-04-22

NVDA

NVIDIA CORP

-10.32%

Shares107.5K

Event2026-03-31

Filed2026-04-22

LAM RESH CORP

-5.02%

Shares24.6K

Event2026-03-31

Filed2026-04-22

AAPL

APPLE INC

-5.74%

Shares14.7K

Event2026-03-31

Filed2026-04-22

IXN

ISHARES GLOBAL TECH ETF

-3.04%

Shares30.2K

Event2026-03-31

Filed2026-04-22

SNDK

SANDISK CORP

New

Shares3.4K

Event2026-03-31

Filed2026-04-22

AMZN

AMAZON.COM INC

-4.90%

Shares9.9K

Event2026-03-31

Filed2026-04-22

COST

COSTCO WHSL CORP NEW

-5.15%

Shares2.0K

Event2026-03-31

Filed2026-04-22

IWO

ISHARES RUSSELL 2000

-3.99%

Shares5.2K

Event2026-03-31

Filed2026-04-22

IWF

ISHARES RUSSELL 1000

0.00%

Shares3.8K

Event2026-03-31

Filed2026-04-22

JPM

JPMORGAN CHASE & CO

-5.91%

Shares5.0K

Event2026-03-31

Filed2026-04-22

BERKSHIRE HATHAWAY

-7.26%

Shares2.8K

Event2026-03-31

Filed2026-04-22

IXG

ISHARES GLOBAL

-3.64%

Shares11.9K

Event2026-03-31

Filed2026-04-22

ABBV

ABBVIE INC

-2.32%

Shares5.9K

Event2026-03-31

Filed2026-04-22

IXJ

ISHARES GLOBAL

-3.12%

Shares13.4K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-1.06%

Shares4.2K

Event2026-03-31

Filed2026-04-22

VLO

VALERO ENERGY CORP NEW

-2.45%

Shares4.8K

Event2026-03-31

Filed2026-04-22

IWM

ISHARES RUSSELL 2000

-2.77%

Shares4.6K

Event2026-03-31

Filed2026-04-22

JNJ

JOHNSON & JOHNSON

-4.92%

Shares4.5K

Event2026-03-31

Filed2026-04-22

ALPHABET INC

-8.30%

Shares3.6K

Event2026-03-31

Filed2026-04-22

EFA

ISHARES MSCI EAFE ETF

0.50%

Shares10.1K

Event2026-03-31

Filed2026-04-22

AMGN

AMGEN INC

-4.53%

Shares2.6K

Event2026-03-31

Filed2026-04-22

ISRG

INTUITIVE SURGICAL INC

-3.17%

Shares2.0K

Event2026-03-31

Filed2026-04-22

LLY

ELI LILLY AND CO

2.46%

Shares959

Event2026-03-31

Filed2026-04-22

MSFT

MICROSOFT CORP

-13.21%

Shares2.3K

Event2026-03-31

Filed2026-04-22

XOM

EXXON MOBIL CORP

-1.49%

Shares4.9K

Event2026-03-31

Filed2026-04-22

EXI

ISHARES GLOBAL

-1.50%

Shares4.5K

Event2026-03-31

Filed2026-04-22

SDY

STATE STREET SPDR S&P

0.00%

Shares5.2K

Event2026-03-31

Filed2026-04-22

EEM

ISHARES MSCI EMERGING

4.05%

Shares13.4K

Event2026-03-31

Filed2026-04-22

IBB

ISHARES BIOTECHNOLOGY

-2.31%

Shares4.4K

Event2026-03-31

Filed2026-04-22

PYLD

PIMCO MULTISECTOR BOND

1.63%

Shares23.0K

Event2026-03-31

Filed2026-04-22

IWD

ISHARES RUSSELL 1000

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-22

CVX

CHEVRON CORP NEW

0.24%

Shares2.5K

Event2026-03-31

Filed2026-04-22

SPXX

NUVEEN S&P 500 DYNAMIC O

218.86%

Shares32.7K

Event2026-03-31

Filed2026-04-22

AMD

ADVANCED MICRO DEVIC

2.43%

Shares2.5K

Event2026-03-31

Filed2026-04-22

CSCO

CISCO SYS INC

-8.55%

Shares6.4K

Event2026-03-31

Filed2026-04-22

VUG

VANGUARD GROWTH INDEX

57.12%

Shares1.1K

Event2026-03-31

Filed2026-04-22