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The Analysis of Delos Wealth Advisors, LLC's Holdings & P&L

Currently, Delos Wealth Advisors, LLC holds 253 types of securities in its portfolio with a total value $174.7M. In the most recent quarter, they have increased their positions in SUB (+7.6K shares, valued at $808.2K), VTES (+7.9K shares, valued at $794.2K), TLT (+9.0K shares, valued at $777.6K); decreased their positions in ET (-19.2K shares, valued at $370.6K), MLTX (-5.0K shares, valued at $93.2K), INTC (-2.0K shares, valued at $88.3K); initiated new positions in SUB (+7.6K shares, valued at $808.2K), VTES (+7.9K shares, valued at $794.2K), N/A (+1.0K shares, valued at $605.9K).

1M P&L

+2.7M+1.97%

3M P&L

+3.1M+2.22%

HY P&L

+9.8M+7.39%

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/A99.8M

70.5%

2Consumer Electronics7.1M

5.0%

3Software - Infrastructure7.1M

5.0%

Top Industries by Stock Count

1N/A97 stocks

43.1%

2Software - Application8 stocks

3.6%

3Capital Markets6 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BILS SPDR SERIES TRUST126.3K shares5.42%2026-03-312026-05-14

GLD SPDR GOLD TR19.2K shares0.67%2026-03-312026-05-14

FXU FIRST TR EXCHANGE-TRADED FD163.4K shares5.10%2026-03-312026-05-14

AEM AGNICO EAGLE MINES LTD39.5K shares0.91%2026-03-312026-05-14

AAPL APPLE INC28.2K shares7.07%2026-03-312026-05-14

WMT WALMART INC54.7K shares6.21%2026-03-312026-05-14

TAXX BONDBLOXX ETF TRUST133.4K shares10.95%2026-03-312026-05-14

MSFT MICROSOFT CORP14.6K shares8.25%2026-03-312026-05-14

Sponsored

XLV SELECT SECTOR SPDR TR36.7K shares11.98%2026-03-312026-05-14

LNT ALLIANT ENERGY CORP72.6K shares7.11%2026-03-312026-05-14

QUAL ISHARES TR26.0K shares8.70%2026-03-312026-05-14

TDTT FLEXSHARES TR200.1K shares15.96%2026-03-312026-05-14

JQUA J P MORGAN EXCHANGE TRADED F78.4K shares7.57%2026-03-312026-05-14

SPHD INVESCO EXCH TRADED FD TR II81.8K shares9.59%2026-03-312026-05-14

XLP SELECT SECTOR SPDR TR45.7K shares8.65%2026-03-312026-05-14

POWA INVESCO EXCH TRD SLF IDX FD42.6K shares11.81%2026-03-312026-05-14

Sponsored

FTCS FIRST TR EXCHANGE-TRADED FD38.8K shares12.35%2026-03-312026-05-14

USMV ISHARES TR38.4K shares12.48%2026-03-312026-05-14

JMOM J P MORGAN EXCHANGE TRADED F48.9K shares7.84%2026-03-312026-05-14

KBWB INVESCO EXCH TRADED FD TR II39.1K shares7.49%2026-03-312026-05-14

ALPHABET INC ALPHABET INC10.8K shares3.89%2026-03-312026-05-14

AGG ISHARES TR30.7K shares10.88%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.4K shares4.06%2026-03-312026-05-14

SMH VANECK ETF TRUST7.4K shares1.71%2026-03-312026-05-14

Sponsored

IWM ISHARES TR11.2K shares20.75%2026-03-312026-05-14

QTEC FIRST TR EXCHANGE-TRADED FD12.6K shares4.50%2026-03-312026-05-14

INDA ISHARES TR56.0K shares23.28%2026-03-312026-05-14

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T55.2K shares3.82%2026-03-312026-05-14

AMZN AMAZON COM INC11.9K shares5.83%2026-03-312026-05-14

JPST J P MORGAN EXCHANGE TRADED F48.0K shares1.88%2026-03-312026-05-14

EMLC VANECK ETF TRUST81.6K shares8.86%2026-03-312026-05-14

TLT ISHARES TR18.4K shares94.77%2026-03-312026-05-14

Sponsored

ZROZ PIMCO ETF TR24.2K shares99.10%2026-03-312026-05-14

IAK ISHARES TR10.8K shares21.57%2026-03-312026-05-14

IBM INTERNATIONAL BUSINESS MACHS4.2K shares-2.32%2026-03-312026-05-14

MUB ISHARES TR9.3K shares352.45%2026-03-312026-05-14

XOM EXXON MOBIL CORP5.6K shares47.18%2026-03-312026-05-14

DGRO ISHARES TR13.5K shares0.00%2026-03-312026-05-14

ET ENERGY TRANSFER L P42.8K shares-30.95%2026-03-312026-05-14

SUB ISHARES TR7.6K sharesnew addition2026-03-312026-05-14

Sponsored

VTES VANGUARD WELLINGTON FD7.9K sharesnew addition2026-03-312026-05-14

BROADCOM INC BROADCOM INC2.3K shares32185.71%2026-03-312026-05-14

FMB FIRST TR EXCH TRADED FD III13.0K shares0.00%2026-03-312026-05-14

VANGUARD INDEX FDS VANGUARD INDEX FDS1.0K sharesnew addition2026-03-312026-05-14

JNJ JOHNSON & JOHNSON2.3K shares0.00%2026-03-312026-05-14

DFAC DIMENSIONAL ETF TRUST12.8K sharesnew addition2026-03-312026-05-14

MTUM ISHARES TR2.1K sharesnew addition2026-03-312026-05-14

ALPHABET INC ALPHABET INC1.7K shares0.46%2026-03-312026-05-14

Sponsored

IVV ISHARES TR723 shares67.36%2026-03-312026-05-14

PEP PEPSICO INC3.0K shares-4.66%2026-03-312026-05-14

DFUV DIMENSIONAL ETF TRUST8.5K sharesnew addition2026-03-312026-05-14

SPEND LIFE WISELY FUNDS INVT SPEND LIFE WISELY FUNDS INVT4.0K sharesnew addition2026-03-312026-05-14

INTC INTEL CORP9.0K shares-18.12%2026-03-312026-05-14

VTEB VANGUARD MUN BD FDS7.7K shares1895.85%2026-03-312026-05-14

ORCL ORACLE CORP2.6K shares0.79%2026-03-312026-05-14

DUHP DIMENSIONAL ETF TRUST10.0K sharesnew addition2026-03-312026-05-14

Sponsored

KBA KRANESHARES TRUST12.0K shares-19.04%2026-03-312026-05-14

EATON CORP PLC EATON CORP PLC990 shares24650.00%2026-03-312026-05-14

SCHX SCHWAB STRATEGIC TR13.4K sharesnew addition2026-03-312026-05-14

KO COCA COLA CO4.5K shares0.00%2026-03-312026-05-14

CVX CHEVRON CORPORATION1.6K shares0.00%2026-03-312026-05-14

MPC MARATHON PETE CORP1.3K shares758.39%2026-03-312026-05-14

FTSM FIRST TR EXCHANGE-TRADED FD5.0K sharesnew addition2026-03-312026-05-14

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL621 shares0.00%2026-03-312026-05-14

Sponsored

DFIC DIMENSIONAL ETF TRUST8.4K sharesnew addition2026-03-312026-05-14

MINT PIMCO ETF TR2.9K sharesnew addition2026-03-312026-05-14

VEA VANGUARD TAX-MANAGED FDS4.6K sharesnew addition2026-03-312026-05-14

JPM JPMORGAN CHASE & CO966 shares5937.50%2026-03-312026-05-14

MCD MCDONALDS CORP908 shares-7.25%2026-03-312026-05-14

MSI MOTOROLA SOLUTIONS INC648 sharesnew addition2026-03-312026-05-14

GDX VANECK ETF TRUST2.9K shares0.65%2026-03-312026-05-14

IMTM ISHARES TR5.3K sharesnew addition2026-03-312026-05-14

Sponsored

VLO VALERO ENERGY CORP1.0K shares0.00%2026-03-312026-05-14

DFIV DIMENSIONAL ETF TRUST4.5K sharesnew addition2026-03-312026-05-14

CB CHUBB LTD SWITZ720 sharesnew addition2026-03-312026-05-14

EFA ISHARES TR2.4K shares0.00%2026-03-312026-05-14

IVW ISHARES TR2.0K shares0.00%2026-03-312026-05-14

RPV INVESCO EXCHANGE TRADED FD T2.1K shares0.00%2026-03-312026-05-14

SCHF SCHWAB STRATEGIC TR8.7K sharesnew addition2026-03-312026-05-14

DIHP DIMENSIONAL ETF TRUST6.6K sharesnew addition2026-03-312026-05-14

Sponsored

FXL FIRST TR EXCHANGE-TRADED FD1.3K shares0.00%2026-03-312026-05-14

IGRO ISHARES TR2.4K shares0.00%2026-03-312026-05-14

AVEM AMERICAN CENTY ETF TR2.3K sharesnew addition2026-03-312026-05-14

CAT CATERPILLAR INC257 shares-10.45%2026-03-312026-05-14

FXH FIRST TR EXCHANGE-TRADED FD1.6K shares0.00%2026-03-312026-05-14

CSCO CISCO SYS INC2.3K sharesnew addition2026-03-312026-05-14

STLD STEEL DYNAMICS INC977 shares2.95%2026-03-312026-05-14

PG PROCTER & GAMBLE CO1.2K shares0.00%2026-03-312026-05-14

Sponsored

CME CME GROUP INC570 sharesnew addition2026-03-312026-05-14

UNP UNION PAC CORP690 sharesnew addition2026-03-312026-05-14

COP CONOCOPHILLIPS1.3K shares-1.03%2026-03-312026-05-14

VWO VANGUARD INTL EQUITY INDEX F3.0K sharesnew addition2026-03-312026-05-14

XLI SELECT SECTOR SPDR TR992 shares0.00%2026-03-312026-05-14

IXUS ISHARES TR1.9K shares31.77%2026-03-312026-05-14

APD AIR PRODUCTS AND CHEMICALS I511 shares4545.45%2026-03-312026-05-14

VB VANGUARD INDEX FDS549 sharesnew addition2026-03-312026-05-14

Sponsored

IJH ISHARES TR2.0K shares0.00%2026-03-312026-05-14

VLUE ISHARES TR942 sharesnew addition2026-03-312026-05-14

VST VISTRA CORP854 shares0.00%2026-03-312026-05-14

AVSC AMERICAN CENTY ETF TR2.0K sharesnew addition2026-03-312026-05-14

NVDA NVIDIA CORPORATION723 shares66.97%2026-03-312026-05-14

DIS DISNEY WALT CO1.3K shares-0.69%2026-03-312026-05-14

DRI DARDEN RESTAURANTS INC620 sharesnew addition2026-03-312026-05-14

WM WASTE MGMT INC DEL515 shares0.00%2026-03-312026-05-14

Sponsored

DFUS DIMENSIONAL ETF TRUST1.6K sharesnew addition2026-03-312026-05-14

ISRG INTUITIVE SURGICAL INC208 shares-0.95%2026-03-312026-05-14

XEL XCEL ENERGY INC1.2K shares0.00%2026-03-312026-05-14

UUP INVESCO DB US DLR INDEX TR3.4K shares0.00%2026-03-312026-05-14

MS MORGAN STANLEY517 shares-2.64%2026-03-312026-05-14

XLE SELECT SECTOR SPDR TR1.3K shares0.00%2026-03-312026-05-14

FXY INVESCO CURRENCYSHARES1.4K shares5.36%2026-03-312026-05-14

NEE NEXTERA ENERGY INC734 shares-31.78%2026-03-312026-05-14

Sponsored

LAM RESEARCH CORP LAM RESEARCH CORP305 shares0.00%2026-03-312026-05-14

HCA HCA HEALTHCARE INC136 shares0.00%2026-03-312026-05-14

SCHA SCHWAB STRATEGIC TR2.2K sharesnew addition2026-03-312026-05-14

PM PHILIP MORRIS INTL INC351 shares-3.31%2026-03-312026-05-14

INVESCO QQQ TR INVESCO QQQ TR100 shares0.00%2026-03-312026-05-14

UDN INVESCO DB US DLR INDEX TR3.1K shares1.78%2026-03-312026-05-14

BNDX VANGUARD CHARLOTTE FDS1.2K shares0.00%2026-03-312026-05-14

IQLT ISHARES TR1.1K shares483.16%2026-03-312026-05-14

Sponsored

SPY STATE STR SPDR S&P 500 ETF T80 shares-29.82%2026-03-312026-05-14

GLDM WORLD GOLD TR546 sharesnew addition2026-03-312026-05-14

SPYM SPDR SERIES TRUST654 sharesnew addition2026-03-312026-05-14

CEG CONSTELLATION ENERGY CORP179 shares0.00%2026-03-312026-05-14

IVLU ISHARES TR1.2K sharesnew addition2026-03-312026-05-14

NXPI NXP SEMICONDUCTORS N V237 shares50.00%2026-03-312026-05-14

VENTURE GLOBAL INC VENTURE GLOBAL INC2.9K shares0.00%2026-03-312026-05-14

BBEU J P MORGAN EXCHANGE TRADED F631 shares-24.88%2026-03-312026-05-14

Sponsored

SPHB INVESCO EXCH TRADED FD TR II388 shares0.00%2026-03-312026-05-14

ABBV ABBVIE INC200 shares-4.76%2026-03-312026-05-14

MCK MCKESSON CORP48 shares0.00%2026-03-312026-05-14

XLB SELECT SECTOR SPDR TR808 shares0.00%2026-03-312026-05-14

TXN TEXAS INSTRS INC197 shares-29.14%2026-03-312026-05-14

VGK VANGUARD INTL EQUITY INDEX F461 shares0.00%2026-03-312026-05-14

PSX PHILLIPS 66200 shares0.00%2026-03-312026-05-14

NU NU HLDGS LTD2.5K sharesnew addition2026-03-312026-05-14

Sponsored

MBB ISHARES TR369 shares30.39%2026-03-312026-05-14

BFST BUSINESS FIRST BANCSHARES IN1.3K shares0.00%2026-03-312026-05-14

ANNALY CAPITAL MANAGEMENT IN ANNALY CAPITAL MANAGEMENT IN1.5K shares0.00%2026-03-312026-05-14

AMD ADVANCED MICRO DEVICES INC154 sharesnew addition2026-03-312026-05-14

NUE NUCOR CORP185 shares0.00%2026-03-312026-05-14

MEDTRONIC PLC MEDTRONIC PLC310 shares0.00%2026-03-312026-05-14

TRV TRAVELERS COMPANIES INC91 shares-9.00%2026-03-312026-05-14

HD HOME DEPOT INC76 shares-28.30%2026-03-312026-05-14

Sponsored

CENX CENTURY ALUM CO425 sharesnew addition2026-03-312026-05-14

HON HONEYWELL INTL INC110 shares-45.81%2026-03-312026-05-14

SDY SPDR SERIES TRUST170 shares0.00%2026-03-312026-05-14

ABT ABBOTT LABORATORIES235 shares0.00%2026-03-312026-05-14

META META PLATFORMS INC40 shares-44.44%2026-03-312026-05-14

USIG ISHARES TR443 shares45.25%2026-03-312026-05-14

BND VANGUARD BD INDEX FDS300 shares0.00%2026-03-312026-05-14

MA MASTERCARD INCORPORATED44 shares-59.63%2026-03-312026-05-14

Sponsored

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND110 shares-27.15%2026-03-312026-05-14

AXON AXON ENTERPRISE INC50 shares25.00%2026-03-312026-05-14

ICE INTERCONTINENTAL EXCHANGE IN132 shares-53.19%2026-03-312026-05-14

SHW SHERWIN WILLIAMS CO64 shares-26.44%2026-03-312026-05-14

MMC MARSH & MCLENNAN COS INC115 shares-22.30%2026-03-312026-05-14

XLK SELECT SECTOR SPDR TR150 shares0.00%2026-03-312026-05-14

MLTX MOONLAKE IMMUNOTHERAPEUTICS1.0K shares-83.33%2026-03-312026-05-14

TSM TAIWAN SEMICONDUCTOR MANUFAC51 sharesnew addition2026-03-312026-05-14

Sponsored

XLU SELECT SECTOR SPDR TR355 shares-56.71%2026-03-312026-05-14

FE FIRSTENERGY CORP311 shares0.00%2026-03-312026-05-14

VCIT VANGUARD SCOTTSDALE FDS180 shares0.00%2026-03-312026-05-14

AMDL GRANITESHARES ETF TR1.2K sharesnew addition2026-03-312026-05-14

IWD ISHARES TR66 shares0.00%2026-03-312026-05-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F141 shares-29.15%2026-03-312026-05-14

VZ VERIZON COMMUNICATIONS INC263 shares0.00%2026-03-312026-05-14

SCHE SCHWAB STRATEGIC TR400 sharesnew addition2026-03-312026-05-14

Sponsored

EWJ ISHARES INC152 shares-25.49%2026-03-312026-05-14

SYRE SPYRE THERAPEUTICS INC250 sharesnew addition2026-03-312026-05-14

T AT&T INC430 shares-42.51%2026-03-312026-05-14

AUR AURORA INNOVATION INC3.0K shares0.00%2026-03-312026-05-14

ROKU ROKU INC130 sharesnew addition2026-03-312026-05-14

FLY FIREFLY AEROSPACE INC400 sharesnew addition2026-03-312026-05-14

EFV ISHARES TR153 shares-2.55%2026-03-312026-05-14

BBAX J P MORGAN EXCHANGE TRADED F191 shares0.00%2026-03-312026-05-14

Sponsored

ARM ARM HOLDINGS PLC75 sharesnew addition2026-03-312026-05-14

VBK VANGUARD INDEX FDS37 shares0.00%2026-03-312026-05-14

TPYP TORTOISE CAPITAL SERIES TRUS250 sharesnew addition2026-03-312026-05-14

MKC.V MCCORMICK & CO INC210 shares0.00%2026-03-312026-05-14

IWV ISHARES TR28 shares0.00%2026-03-312026-05-14

LUV SOUTHWEST AIRLS CO272 shares0.00%2026-03-312026-05-14

JEPQ J P MORGAN EXCHANGE TRADED F176 shares-40.14%2026-03-312026-05-14

VFS VINFAST AUTO LTD2.5K sharesnew addition2026-03-312026-05-14

Sponsored

NFLX NETFLIX INC.96 shares-3.03%2026-03-312026-05-14

TSCO TRACTOR SUPPLY CO196 shares-60.00%2026-03-312026-05-14

IWO ISHARES TR26 shares0.00%2026-03-312026-05-14

MARA MARA HOLDINGS INC1.0K shares0.00%2026-03-312026-05-14

LOW LOWES COS INC34 shares-12.82%2026-03-312026-05-14

EWC ISHARES INC142 shares0.00%2026-03-312026-05-14

ADI ANALOG DEVICES INC23 shares0.00%2026-03-312026-05-14

SYK STRYKER CORPORATION22 shares-81.51%2026-03-312026-05-14

Sponsored

GEV GE VERNOVA INC8 shares0.00%2026-03-312026-05-14

VGLT VANGUARD SCOTTSDALE FDS126 shares0.00%2026-03-312026-05-14

IYT ISHARES TR84 shares0.00%2026-03-312026-05-14

PH PARKER-HANNIFIN CORP7 shares0.00%2026-03-312026-05-14

CRM SALESFORCE INC32 shares0.00%2026-03-312026-05-14

EPP ISHARES INC112 shares0.00%2026-03-312026-05-14

AXTI AXT INC100 sharesnew addition2026-03-312026-05-14

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F80 shares-61.17%2026-03-312026-05-14

Sponsored

KD KYNDRYL HLDGS INC420 shares0.00%2026-03-312026-05-14

APLD APPLIED DIGITAL CORP232 shares0.00%2026-03-312026-05-14

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP16 shares0.00%2026-03-312026-05-14

HYCROFT MINING HOLDING CORP HYCROFT MINING HOLDING CORP150 sharesnew addition2026-03-312026-05-14

ASTS AST SPACEMOBILE INC59 sharesnew addition2026-03-312026-05-14

DECK DECKERS OUTDOOR CORP47 sharesnew addition2026-03-312026-05-14

HBM HUDBAY MINERALS INC221 sharesnew addition2026-03-312026-05-14

ITW ILLINOIS TOOL WKS INC17 shares0.00%2026-03-312026-05-14

Sponsored

AAL AMERICAN AIRLINES GROUP INC411 shares0.00%2026-03-312026-05-14

RDW REDWIRE CORPORATION511 shares0.00%2026-03-312026-05-14

EAT BRINKER INTL INC30 sharesnew addition2026-03-312026-05-14

COPX GLOBAL X FDS56 shares0.00%2026-03-312026-05-14

ARKQ ARK ETF TR38 sharesnew addition2026-03-312026-05-14

SPGI S&P GLOBAL INC10 shares0.00%2026-03-312026-05-14

PLTR PALANTIR TECHNOLOGIES INC29 shares-71.00%2026-03-312026-05-14

NNE NANO NUCLEAR ENERGY INC200 shares0.00%2026-03-312026-05-14

Sponsored

SCHD SCHWAB STRATEGIC TR133 sharesnew addition2026-03-312026-05-14

ONDS ONDAS INC438 sharesnew addition2026-03-312026-05-14

VWOB VANGUARD WHITEHALL FDS57 shares-57.46%2026-03-312026-05-14

ADP AUTOMATIC DATA PROCESSING IN18 shares0.00%2026-03-312026-05-14

QBTS D-WAVE QUANTUM INC250 shares-72.22%2026-03-312026-05-14

VTI VANGUARD INDEX FDS11 sharesnew addition2026-03-312026-05-14

IREN IREN LIMITED100 shares0.00%2026-03-312026-05-14

HOOD ROBINHOOD MKTS INC48 shares-92.62%2026-03-312026-05-14

Sponsored

WCC WESCO INTL INC12 shares0.00%2026-03-312026-05-14

TIGR UP FINTECH HLDG LTD488 shares0.00%2026-03-312026-05-14

KSA ISHARES TR73 sharesnew addition2026-03-312026-05-14

PAYX PAYCHEX INC31 shares0.00%2026-03-312026-05-14

NOW SERVICENOW INC25 shares0.00%2026-03-312026-05-14

SES SES AI CORPORATION2.5K sharesnew addition2026-03-312026-05-14

ZENA ZENATECH INC1.1K sharesnew addition2026-03-312026-05-14

FIRST TR EXCHANGE-TRADED FD FIRST TR EXCHANGE-TRADED FD10 sharesnew addition2026-03-312026-05-14

Sponsored

OPEN OPENDOOR TECHNOLOGIES INC500 shares-80.00%2026-03-312026-05-14

IONQ IONQ INC76 shares0.00%2026-03-312026-05-14

VUG VANGUARD INDEX FDS5 shares0.00%2026-03-312026-05-14

WOOD ISHARES TR30 shares0.00%2026-03-312026-05-14

BITF BITFARMS LTD1.0K shares0.00%2026-03-312026-05-14

DRAGANFLY INC. DRAGANFLY INC.375 shares0.00%2026-03-312026-05-14

CLX CLOROX CO DEL17 shares0.00%2026-03-312026-05-14

BOTZ GLOBAL X FDS53 sharesnew addition2026-03-312026-05-14

Sponsored

QQQM INVESCO EXCH TRADED FD TR II7 sharesnew addition2026-03-312026-05-14

AOA ISHARES TR12 shares0.00%2026-03-312026-05-14

VTV VANGUARD INDEX FDS5 shares0.00%2026-03-312026-05-14

ITB ISHARES TR10 shares0.00%2026-03-312026-05-14

IPAC ISHARES TR10 shares0.00%2026-03-312026-05-14

LOCAL BOUNTI CORP LOCAL BOUNTI CORP220 shares0.00%2026-03-312026-05-14

COIN COINBASE GLOBAL INC1 shares0.00%2026-03-312026-05-14

IDEV ISHARES TR2 shares0.00%2026-03-312026-05-14

Sponsored

UWMC UWM HOLDINGS CORPORATION10 shares0.00%2026-03-312026-05-14

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC16 shares-80.49%2026-03-312026-05-14

SPLASH BEVERAGE GROUP INC SPLASH BEVERAGE GROUP INC16 shares0.00%2026-03-312026-05-14

OPENDOOR TECHNOLOGIES INC OPENDOOR TECHNOLOGIES INC16 shares-80.49%2026-03-312026-05-14

BILS

SPDR SERIES TRUST

5.42%

Shares126.3K

Event2026-03-31

Filed2026-05-14

GLD

SPDR GOLD TR

0.67%

Shares19.2K

Event2026-03-31

Filed2026-05-14

FXU

FIRST TR EXCHANGE-TRADED FD

5.10%

Shares163.4K

Event2026-03-31

Filed2026-05-14

AEM

AGNICO EAGLE MINES LTD

0.91%

Shares39.5K

Event2026-03-31

Filed2026-05-14

AAPL

APPLE INC

7.07%

Shares28.2K

Event2026-03-31

Filed2026-05-14

WMT

WALMART INC

6.21%

Shares54.7K

Event2026-03-31

Filed2026-05-14

TAXX

BONDBLOXX ETF TRUST

10.95%

Shares133.4K

Event2026-03-31

Filed2026-05-14

MSFT

MICROSOFT CORP

8.25%

Shares14.6K

Event2026-03-31

Filed2026-05-14

XLV

SELECT SECTOR SPDR TR

11.98%

Shares36.7K

Event2026-03-31

Filed2026-05-14

LNT

ALLIANT ENERGY CORP

7.11%

Shares72.6K

Event2026-03-31

Filed2026-05-14

QUAL

ISHARES TR

8.70%

Shares26.0K

Event2026-03-31

Filed2026-05-14

TDTT

FLEXSHARES TR

15.96%

Shares200.1K

Event2026-03-31

Filed2026-05-14

JQUA

J P MORGAN EXCHANGE TRADED F

7.57%

Shares78.4K

Event2026-03-31

Filed2026-05-14

SPHD

INVESCO EXCH TRADED FD TR II

9.59%

Shares81.8K

Event2026-03-31

Filed2026-05-14

XLP

SELECT SECTOR SPDR TR

8.65%

Shares45.7K

Event2026-03-31

Filed2026-05-14

POWA

INVESCO EXCH TRD SLF IDX FD

11.81%

Shares42.6K

Event2026-03-31

Filed2026-05-14

FTCS

FIRST TR EXCHANGE-TRADED FD

12.35%

Shares38.8K

Event2026-03-31

Filed2026-05-14

USMV

ISHARES TR

12.48%

Shares38.4K

Event2026-03-31

Filed2026-05-14

JMOM

J P MORGAN EXCHANGE TRADED F

7.84%

Shares48.9K

Event2026-03-31

Filed2026-05-14

KBWB

INVESCO EXCH TRADED FD TR II

7.49%

Shares39.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

3.89%

Shares10.8K

Event2026-03-31

Filed2026-05-14

AGG

ISHARES TR

10.88%

Shares30.7K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

4.06%

Shares15.4K

Event2026-03-31

Filed2026-05-14

SMH

VANECK ETF TRUST

1.71%

Shares7.4K

Event2026-03-31

Filed2026-05-14

IWM

ISHARES TR

20.75%

Shares11.2K

Event2026-03-31

Filed2026-05-14

QTEC

FIRST TR EXCHANGE-TRADED FD

4.50%

Shares12.6K

Event2026-03-31

Filed2026-05-14

INDA

ISHARES TR

23.28%

Shares56.0K

Event2026-03-31

Filed2026-05-14

INVESCO EXCHANGE TRADED FD T

3.82%

Shares55.2K

Event2026-03-31

Filed2026-05-14

AMZN

AMAZON COM INC

5.83%

Shares11.9K

Event2026-03-31

Filed2026-05-14

JPST

J P MORGAN EXCHANGE TRADED F

1.88%

Shares48.0K

Event2026-03-31

Filed2026-05-14

EMLC

VANECK ETF TRUST

8.86%

Shares81.6K

Event2026-03-31

Filed2026-05-14

TLT

ISHARES TR

94.77%

Shares18.4K

Event2026-03-31

Filed2026-05-14

ZROZ

PIMCO ETF TR

99.10%

Shares24.2K

Event2026-03-31

Filed2026-05-14

IAK

ISHARES TR

21.57%

Shares10.8K

Event2026-03-31

Filed2026-05-14

IBM

INTERNATIONAL BUSINESS MACHS

-2.32%

Shares4.2K

Event2026-03-31

Filed2026-05-14

MUB

ISHARES TR

352.45%

Shares9.3K

Event2026-03-31

Filed2026-05-14

XOM

EXXON MOBIL CORP

47.18%

Shares5.6K

Event2026-03-31

Filed2026-05-14

DGRO

ISHARES TR

0.00%

Shares13.5K

Event2026-03-31

Filed2026-05-14

ENERGY TRANSFER L P

-30.95%

Shares42.8K

Event2026-03-31

Filed2026-05-14

SUB

ISHARES TR

New

Shares7.6K

Event2026-03-31

Filed2026-05-14

VTES

VANGUARD WELLINGTON FD

New

Shares7.9K

Event2026-03-31

Filed2026-05-14

BROADCOM INC

32185.71%

Shares2.3K

Event2026-03-31

Filed2026-05-14

FMB

FIRST TR EXCH TRADED FD III

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares1.0K

Event2026-03-31

Filed2026-05-14

JNJ

JOHNSON & JOHNSON

0.00%

Shares2.3K

Event2026-03-31

Filed2026-05-14

DFAC

DIMENSIONAL ETF TRUST

New

Shares12.8K

Event2026-03-31

Filed2026-05-14

MTUM

ISHARES TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-14

ALPHABET INC

0.46%

Shares1.7K

Event2026-03-31

Filed2026-05-14

IVV

ISHARES TR

67.36%

Shares723

Event2026-03-31

Filed2026-05-14

PEP

PEPSICO INC

-4.66%

Shares3.0K

Event2026-03-31

Filed2026-05-14

DFUV

DIMENSIONAL ETF TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-05-14

SPEND LIFE WISELY FUNDS INVT

New

Shares4.0K

Event2026-03-31

Filed2026-05-14

INTC

INTEL CORP

-18.12%

Shares9.0K

Event2026-03-31

Filed2026-05-14

VTEB

VANGUARD MUN BD FDS

1895.85%

Shares7.7K

Event2026-03-31

Filed2026-05-14

ORCL

ORACLE CORP

0.79%

Shares2.6K

Event2026-03-31

Filed2026-05-14

DUHP

DIMENSIONAL ETF TRUST

New

Shares10.0K

Event2026-03-31

Filed2026-05-14

KBA

KRANESHARES TRUST

-19.04%

Shares12.0K

Event2026-03-31

Filed2026-05-14

EATON CORP PLC

24650.00%

Shares990

Event2026-03-31

Filed2026-05-14

SCHX

SCHWAB STRATEGIC TR

New

Shares13.4K

Event2026-03-31

Filed2026-05-14

COCA COLA CO

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-14

CVX

CHEVRON CORPORATION

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

MPC

MARATHON PETE CORP

758.39%

Shares1.3K

Event2026-03-31

Filed2026-05-14

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares5.0K

Event2026-03-31

Filed2026-05-14

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares621

Event2026-03-31

Filed2026-05-14

DFIC

DIMENSIONAL ETF TRUST

New

Shares8.4K

Event2026-03-31

Filed2026-05-14

MINT

PIMCO ETF TR

New

Shares2.9K

Event2026-03-31

Filed2026-05-14

VEA

VANGUARD TAX-MANAGED FDS

New

Shares4.6K

Event2026-03-31

Filed2026-05-14

JPM

JPMORGAN CHASE & CO

5937.50%

Shares966

Event2026-03-31

Filed2026-05-14

MCD

MCDONALDS CORP

-7.25%

Shares908

Event2026-03-31

Filed2026-05-14

MSI

MOTOROLA SOLUTIONS INC

New

Shares648

Event2026-03-31

Filed2026-05-14

GDX

VANECK ETF TRUST

0.65%

Shares2.9K

Event2026-03-31

Filed2026-05-14

IMTM

ISHARES TR

New

Shares5.3K

Event2026-03-31

Filed2026-05-14

VLO

VALERO ENERGY CORP

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

DFIV

DIMENSIONAL ETF TRUST

New

Shares4.5K

Event2026-03-31

Filed2026-05-14

CHUBB LTD SWITZ

New

Shares720

Event2026-03-31

Filed2026-05-14

EFA

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

IVW

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

RPV

INVESCO EXCHANGE TRADED FD T

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-14

SCHF

SCHWAB STRATEGIC TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-14

DIHP

DIMENSIONAL ETF TRUST

New

Shares6.6K

Event2026-03-31

Filed2026-05-14

FXL

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

IGRO

ISHARES TR

0.00%

Shares2.4K

Event2026-03-31

Filed2026-05-14

AVEM

AMERICAN CENTY ETF TR

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

CAT

CATERPILLAR INC

-10.45%

Shares257

Event2026-03-31

Filed2026-05-14

FXH

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-14

CSCO

CISCO SYS INC

New

Shares2.3K

Event2026-03-31

Filed2026-05-14

STLD

STEEL DYNAMICS INC

2.95%

Shares977

Event2026-03-31

Filed2026-05-14

PROCTER & GAMBLE CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

CME

CME GROUP INC

New

Shares570

Event2026-03-31

Filed2026-05-14

UNP

UNION PAC CORP

New

Shares690

Event2026-03-31

Filed2026-05-14

COP

CONOCOPHILLIPS

-1.03%

Shares1.3K

Event2026-03-31

Filed2026-05-14

VWO

VANGUARD INTL EQUITY INDEX F

New

Shares3.0K

Event2026-03-31

Filed2026-05-14

XLI

SELECT SECTOR SPDR TR

0.00%

Shares992

Event2026-03-31

Filed2026-05-14

IXUS

ISHARES TR

31.77%

Shares1.9K

Event2026-03-31

Filed2026-05-14

APD

AIR PRODUCTS AND CHEMICALS I

4545.45%

Shares511

Event2026-03-31

Filed2026-05-14

VANGUARD INDEX FDS

New

Shares549

Event2026-03-31

Filed2026-05-14

IJH

ISHARES TR

0.00%

Shares2.0K

Event2026-03-31

Filed2026-05-14

VLUE

ISHARES TR

New

Shares942

Event2026-03-31

Filed2026-05-14

VST

VISTRA CORP

0.00%

Shares854

Event2026-03-31

Filed2026-05-14

AVSC

AMERICAN CENTY ETF TR

New

Shares2.0K

Event2026-03-31

Filed2026-05-14

NVDA

NVIDIA CORPORATION

66.97%

Shares723

Event2026-03-31

Filed2026-05-14

DIS

DISNEY WALT CO

-0.69%

Shares1.3K

Event2026-03-31

Filed2026-05-14

DRI

DARDEN RESTAURANTS INC

New

Shares620

Event2026-03-31

Filed2026-05-14

WASTE MGMT INC DEL

0.00%

Shares515

Event2026-03-31

Filed2026-05-14

DFUS

DIMENSIONAL ETF TRUST

New

Shares1.6K

Event2026-03-31

Filed2026-05-14

ISRG

INTUITIVE SURGICAL INC

-0.95%

Shares208

Event2026-03-31

Filed2026-05-14

XEL

XCEL ENERGY INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

UUP

INVESCO DB US DLR INDEX TR

0.00%

Shares3.4K

Event2026-03-31

Filed2026-05-14

MORGAN STANLEY

-2.64%

Shares517

Event2026-03-31

Filed2026-05-14

XLE

SELECT SECTOR SPDR TR

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

FXY

INVESCO CURRENCYSHARES

5.36%

Shares1.4K

Event2026-03-31

Filed2026-05-14

NEE

NEXTERA ENERGY INC

-31.78%

Shares734

Event2026-03-31

Filed2026-05-14

LAM RESEARCH CORP

0.00%

Shares305

Event2026-03-31

Filed2026-05-14

HCA

HCA HEALTHCARE INC

0.00%

Shares136

Event2026-03-31

Filed2026-05-14

SCHA

SCHWAB STRATEGIC TR

New

Shares2.2K

Event2026-03-31

Filed2026-05-14

PHILIP MORRIS INTL INC

-3.31%

Shares351

Event2026-03-31

Filed2026-05-14

INVESCO QQQ TR

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

UDN

INVESCO DB US DLR INDEX TR

1.78%

Shares3.1K

Event2026-03-31

Filed2026-05-14

BNDX

VANGUARD CHARLOTTE FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-05-14

IQLT

ISHARES TR

483.16%

Shares1.1K

Event2026-03-31

Filed2026-05-14

SPY

STATE STR SPDR S&P 500 ETF T

-29.82%

Shares80

Event2026-03-31

Filed2026-05-14

GLDM

WORLD GOLD TR

New

Shares546

Event2026-03-31

Filed2026-05-14

SPYM

SPDR SERIES TRUST

New

Shares654

Event2026-03-31

Filed2026-05-14

CEG

CONSTELLATION ENERGY CORP

0.00%

Shares179

Event2026-03-31

Filed2026-05-14

IVLU

ISHARES TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

NXPI

NXP SEMICONDUCTORS N V

50.00%

Shares237

Event2026-03-31

Filed2026-05-14

VENTURE GLOBAL INC

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-14

BBEU

J P MORGAN EXCHANGE TRADED F

-24.88%

Shares631

Event2026-03-31

Filed2026-05-14

SPHB

INVESCO EXCH TRADED FD TR II

0.00%

Shares388

Event2026-03-31

Filed2026-05-14

ABBV

ABBVIE INC

-4.76%

Shares200

Event2026-03-31

Filed2026-05-14

MCK

MCKESSON CORP

0.00%

Shares48

Event2026-03-31

Filed2026-05-14

XLB

SELECT SECTOR SPDR TR

0.00%

Shares808

Event2026-03-31

Filed2026-05-14

TXN

TEXAS INSTRS INC

-29.14%

Shares197

Event2026-03-31

Filed2026-05-14

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares461

Event2026-03-31

Filed2026-05-14

PSX

PHILLIPS 66

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

NU HLDGS LTD

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

MBB

ISHARES TR

30.39%

Shares369

Event2026-03-31

Filed2026-05-14

BFST

BUSINESS FIRST BANCSHARES IN

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-14

ANNALY CAPITAL MANAGEMENT IN

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-14

AMD

ADVANCED MICRO DEVICES INC

New

Shares154

Event2026-03-31

Filed2026-05-14

NUE

NUCOR CORP

0.00%

Shares185

Event2026-03-31

Filed2026-05-14

MEDTRONIC PLC

0.00%

Shares310

Event2026-03-31

Filed2026-05-14

TRV

TRAVELERS COMPANIES INC

-9.00%

Shares91

Event2026-03-31

Filed2026-05-14

HOME DEPOT INC

-28.30%

Shares76

Event2026-03-31

Filed2026-05-14

CENX

CENTURY ALUM CO

New

Shares425

Event2026-03-31

Filed2026-05-14

HON

HONEYWELL INTL INC

-45.81%

Shares110

Event2026-03-31

Filed2026-05-14

SDY

SPDR SERIES TRUST

0.00%

Shares170

Event2026-03-31

Filed2026-05-14

ABT

ABBOTT LABORATORIES

0.00%

Shares235

Event2026-03-31

Filed2026-05-14

META

META PLATFORMS INC

-44.44%

Shares40

Event2026-03-31

Filed2026-05-14

USIG

ISHARES TR

45.25%

Shares443

Event2026-03-31

Filed2026-05-14

BND

VANGUARD BD INDEX FDS

0.00%

Shares300

Event2026-03-31

Filed2026-05-14

MASTERCARD INCORPORATED

-59.63%

Shares44

Event2026-03-31

Filed2026-05-14

ACCENTURE PLC IRELAND

-27.15%

Shares110

Event2026-03-31

Filed2026-05-14

AXON

AXON ENTERPRISE INC

25.00%

Shares50

Event2026-03-31

Filed2026-05-14

ICE

INTERCONTINENTAL EXCHANGE IN

-53.19%

Shares132

Event2026-03-31

Filed2026-05-14

SHW

SHERWIN WILLIAMS CO

-26.44%

Shares64

Event2026-03-31

Filed2026-05-14

MMC

MARSH & MCLENNAN COS INC

-22.30%

Shares115

Event2026-03-31

Filed2026-05-14

XLK

SELECT SECTOR SPDR TR

0.00%

Shares150

Event2026-03-31

Filed2026-05-14

MLTX

MOONLAKE IMMUNOTHERAPEUTICS

-83.33%

Shares1.0K

Event2026-03-31

Filed2026-05-14

TSM

TAIWAN SEMICONDUCTOR MANUFAC

New

Shares51

Event2026-03-31

Filed2026-05-14

XLU

SELECT SECTOR SPDR TR

-56.71%

Shares355

Event2026-03-31

Filed2026-05-14

FIRSTENERGY CORP

0.00%

Shares311

Event2026-03-31

Filed2026-05-14

VCIT

VANGUARD SCOTTSDALE FDS

0.00%

Shares180

Event2026-03-31

Filed2026-05-14

AMDL

GRANITESHARES ETF TR

New

Shares1.2K

Event2026-03-31

Filed2026-05-14

IWD

ISHARES TR

0.00%

Shares66

Event2026-03-31

Filed2026-05-14

J P MORGAN EXCHANGE TRADED F

-29.15%

Shares141

Event2026-03-31

Filed2026-05-14

VERIZON COMMUNICATIONS INC

0.00%

Shares263

Event2026-03-31

Filed2026-05-14

SCHE

SCHWAB STRATEGIC TR

New

Shares400

Event2026-03-31

Filed2026-05-14

EWJ

ISHARES INC

-25.49%

Shares152

Event2026-03-31

Filed2026-05-14

SYRE

SPYRE THERAPEUTICS INC

New

Shares250

Event2026-03-31

Filed2026-05-14

AT&T INC

-42.51%

Shares430

Event2026-03-31

Filed2026-05-14

AUR

AURORA INNOVATION INC

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-14

ROKU

ROKU INC

New

Shares130

Event2026-03-31

Filed2026-05-14

FLY

FIREFLY AEROSPACE INC

New

Shares400

Event2026-03-31

Filed2026-05-14

EFV

ISHARES TR

-2.55%

Shares153

Event2026-03-31

Filed2026-05-14

BBAX

J P MORGAN EXCHANGE TRADED F

0.00%

Shares191

Event2026-03-31

Filed2026-05-14

ARM

ARM HOLDINGS PLC

New

Shares75

Event2026-03-31

Filed2026-05-14

VBK

VANGUARD INDEX FDS

0.00%

Shares37

Event2026-03-31

Filed2026-05-14

TPYP

TORTOISE CAPITAL SERIES TRUS

New

Shares250

Event2026-03-31

Filed2026-05-14

MKC.V

MCCORMICK & CO INC

0.00%

Shares210

Event2026-03-31

Filed2026-05-14

IWV

ISHARES TR

0.00%

Shares28

Event2026-03-31

Filed2026-05-14

LUV

SOUTHWEST AIRLS CO

0.00%

Shares272

Event2026-03-31

Filed2026-05-14

JEPQ

J P MORGAN EXCHANGE TRADED F

-40.14%

Shares176

Event2026-03-31

Filed2026-05-14

VFS

VINFAST AUTO LTD

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

NFLX

NETFLIX INC.

-3.03%

Shares96

Event2026-03-31

Filed2026-05-14

TSCO

TRACTOR SUPPLY CO

-60.00%

Shares196

Event2026-03-31

Filed2026-05-14

IWO

ISHARES TR

0.00%

Shares26

Event2026-03-31

Filed2026-05-14

MARA

MARA HOLDINGS INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

LOW

LOWES COS INC

-12.82%

Shares34

Event2026-03-31

Filed2026-05-14

EWC

ISHARES INC

0.00%

Shares142

Event2026-03-31

Filed2026-05-14

ADI

ANALOG DEVICES INC

0.00%

Shares23

Event2026-03-31

Filed2026-05-14

SYK

STRYKER CORPORATION

-81.51%

Shares22

Event2026-03-31

Filed2026-05-14

GEV

GE VERNOVA INC

0.00%

Shares8

Event2026-03-31

Filed2026-05-14

VGLT

VANGUARD SCOTTSDALE FDS

0.00%

Shares126

Event2026-03-31

Filed2026-05-14

IYT

ISHARES TR

0.00%

Shares84

Event2026-03-31

Filed2026-05-14

PARKER-HANNIFIN CORP

0.00%

Shares7

Event2026-03-31

Filed2026-05-14

CRM

SALESFORCE INC

0.00%

Shares32

Event2026-03-31

Filed2026-05-14

EPP

ISHARES INC

0.00%

Shares112

Event2026-03-31

Filed2026-05-14

AXTI

AXT INC

New

Shares100

Event2026-03-31

Filed2026-05-14

J P MORGAN EXCHANGE TRADED F

-61.17%

Shares80

Event2026-03-31

Filed2026-05-14

KYNDRYL HLDGS INC

0.00%

Shares420

Event2026-03-31

Filed2026-05-14

APLD

APPLIED DIGITAL CORP

0.00%

Shares232

Event2026-03-31

Filed2026-05-14

GENERAL DYNAMICS CORP

0.00%

Shares16

Event2026-03-31

Filed2026-05-14

HYCROFT MINING HOLDING CORP

New

Shares150

Event2026-03-31

Filed2026-05-14

ASTS

AST SPACEMOBILE INC

New

Shares59

Event2026-03-31

Filed2026-05-14

DECK

DECKERS OUTDOOR CORP

New

Shares47

Event2026-03-31

Filed2026-05-14

HBM

HUDBAY MINERALS INC

New

Shares221

Event2026-03-31

Filed2026-05-14

ITW

ILLINOIS TOOL WKS INC

0.00%

Shares17

Event2026-03-31

Filed2026-05-14

AAL

AMERICAN AIRLINES GROUP INC

0.00%

Shares411

Event2026-03-31

Filed2026-05-14

RDW

REDWIRE CORPORATION

0.00%

Shares511

Event2026-03-31

Filed2026-05-14

EAT

BRINKER INTL INC

New

Shares30

Event2026-03-31

Filed2026-05-14

COPX

GLOBAL X FDS

0.00%

Shares56

Event2026-03-31

Filed2026-05-14

ARKQ

ARK ETF TR

New

Shares38

Event2026-03-31

Filed2026-05-14

SPGI

S&P GLOBAL INC

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

PLTR

PALANTIR TECHNOLOGIES INC

-71.00%

Shares29

Event2026-03-31

Filed2026-05-14

NNE

NANO NUCLEAR ENERGY INC

0.00%

Shares200

Event2026-03-31

Filed2026-05-14

SCHD

SCHWAB STRATEGIC TR

New

Shares133

Event2026-03-31

Filed2026-05-14

ONDS

ONDAS INC

New

Shares438

Event2026-03-31

Filed2026-05-14

VWOB

VANGUARD WHITEHALL FDS

-57.46%

Shares57

Event2026-03-31

Filed2026-05-14

ADP

AUTOMATIC DATA PROCESSING IN

0.00%

Shares18

Event2026-03-31

Filed2026-05-14

QBTS

D-WAVE QUANTUM INC

-72.22%

Shares250

Event2026-03-31

Filed2026-05-14

VTI

VANGUARD INDEX FDS

New

Shares11

Event2026-03-31

Filed2026-05-14

IREN

IREN LIMITED

0.00%

Shares100

Event2026-03-31

Filed2026-05-14

HOOD

ROBINHOOD MKTS INC

-92.62%

Shares48

Event2026-03-31

Filed2026-05-14

WCC

WESCO INTL INC

0.00%

Shares12

Event2026-03-31

Filed2026-05-14

TIGR

UP FINTECH HLDG LTD

0.00%

Shares488

Event2026-03-31

Filed2026-05-14

KSA

ISHARES TR

New

Shares73

Event2026-03-31

Filed2026-05-14

PAYX

PAYCHEX INC

0.00%

Shares31

Event2026-03-31

Filed2026-05-14

NOW

SERVICENOW INC

0.00%

Shares25

Event2026-03-31

Filed2026-05-14

SES

SES AI CORPORATION

New

Shares2.5K

Event2026-03-31

Filed2026-05-14

ZENA

ZENATECH INC

New

Shares1.1K

Event2026-03-31

Filed2026-05-14

FIRST TR EXCHANGE-TRADED FD

New

Shares10

Event2026-03-31

Filed2026-05-14

OPEN

OPENDOOR TECHNOLOGIES INC

-80.00%

Shares500

Event2026-03-31

Filed2026-05-14

IONQ

IONQ INC

0.00%

Shares76

Event2026-03-31

Filed2026-05-14

VUG

VANGUARD INDEX FDS

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

WOOD

ISHARES TR

0.00%

Shares30

Event2026-03-31

Filed2026-05-14

BITF

BITFARMS LTD

0.00%

Shares1.0K

Event2026-03-31

Filed2026-05-14

DRAGANFLY INC.

0.00%

Shares375

Event2026-03-31

Filed2026-05-14

CLX

CLOROX CO DEL

0.00%

Shares17

Event2026-03-31

Filed2026-05-14

BOTZ

GLOBAL X FDS

New

Shares53

Event2026-03-31

Filed2026-05-14

QQQM

INVESCO EXCH TRADED FD TR II

New

Shares7

Event2026-03-31

Filed2026-05-14

AOA

ISHARES TR

0.00%

Shares12

Event2026-03-31

Filed2026-05-14

VTV

VANGUARD INDEX FDS

0.00%

Shares5

Event2026-03-31

Filed2026-05-14

ITB

ISHARES TR

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

IPAC

ISHARES TR

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

LOCAL BOUNTI CORP

0.00%

Shares220

Event2026-03-31

Filed2026-05-14

COIN

COINBASE GLOBAL INC

0.00%

Shares1

Event2026-03-31

Filed2026-05-14

IDEV

ISHARES TR

0.00%

Shares2

Event2026-03-31

Filed2026-05-14

UWMC

UWM HOLDINGS CORPORATION

0.00%

Shares10

Event2026-03-31

Filed2026-05-14

OPENDOOR TECHNOLOGIES INC

-80.49%

Shares16

Event2026-03-31

Filed2026-05-14

SPLASH BEVERAGE GROUP INC

0.00%

Shares16

Event2026-03-31

Filed2026-05-14

OPENDOOR TECHNOLOGIES INC

-80.49%

Shares16

Event2026-03-31

Filed2026-05-14

OPENDOOR TECHNOLOGIES INC

-80.49%

Shares16

Event2026-03-31

Filed2026-05-14

Call Option Holdings

NFLX Call CallNETFLIX INC.500 sharesnew addition2026-03-312026-05-14

SOFI Call CallSOFI TECHNOLOGIES INC300 shares0.00%2026-03-312026-05-14

LAC Call CallLITHIUM AMERS CORP NEW400 shares0.00%2026-03-312026-05-14

SOUN Call CallSOUNDHOUND AI INC400 sharesnew addition2026-03-312026-05-14

QBTS Call CallD-WAVE QUANTUM INC200 sharesnew addition2026-03-312026-05-14

IBRX Call CallIMMUNITYBIO INC600 sharesnew addition2026-03-312026-05-14

STRIVE INC Call CallSTRIVE INC3.0K sharesnew addition2026-03-312026-05-14

NFLX Call

NETFLIX INC.

New

Shares500

Event2026-03-31

Filed2026-05-14

SOFI Call

SOFI TECHNOLOGIES INC

0.00%

Shares300

Event2026-03-31

Filed2026-05-14

LAC Call

LITHIUM AMERS CORP NEW

0.00%

Shares400

Event2026-03-31

Filed2026-05-14

SOUN Call

SOUNDHOUND AI INC

New

Shares400

Event2026-03-31

Filed2026-05-14

QBTS Call

D-WAVE QUANTUM INC

New

Shares200

Event2026-03-31

Filed2026-05-14

IBRX Call

IMMUNITYBIO INC

New

Shares600

Event2026-03-31

Filed2026-05-14

STRIVE INC Call

STRIVE INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-14

Put Option Holdings

No put option holdings data available