Sponsored

The Analysis of Elevation Wealth Management LLC's Holdings & P&L

Currently, Elevation Wealth Management LLC holds 136 types of securities in its portfolio with a total value $108.8M. In the most recent quarter, they have increased their positions in MSFT (+4.6K shares, valued at $1.7M), AMZN (+6.4K shares, valued at $1.3M), N/A (+4.6K shares, valued at $1.3M); decreased their positions in N/A (-952 shares, valued at $549.5K), BBIN (-6.7K shares, valued at $490.1K), SPY (-567 shares, valued at $369.5K); initiated new positions in AVEM (+5.9K shares, valued at $477.4K), FHLC (+5.7K shares, valued at $404.2K), XOM (+2.2K shares, valued at $366.6K).

1M P&L

-2.0M-1.86%

3M P&L

+2.3M+2.28%

HY P&L

-1.0M-0.98%

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/A62.3M

65.7%

2Semiconductors7.7M

8.1%

3Software - Infrastructure5.6M

6.0%

Top Industries by Stock Count

1N/A96 stocks

77.4%

2Semiconductors6 stocks

4.8%

3Software - Infrastructure4 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

BBUS J P MORGAN EXCHANGE TRADED F64.9K shares1.73%2026-03-312026-05-11

NVDA NVIDIA CORPORATION32.7K shares23.74%2026-03-312026-05-11

AAPL APPLE INC20.3K shares9.72%2026-03-312026-05-11

MSFT MICROSOFT CORP10.7K shares75.62%2026-03-312026-05-11

AMZN AMAZON COM INC18.2K shares53.95%2026-03-312026-05-11

ALPHABET INC ALPHABET INC12.5K shares58.13%2026-03-312026-05-11

ALPHABET INC ALPHABET INC11.1K shares67.10%2026-03-312026-05-11

OCTW AIM ETF PRODUCTS TRUST69.5K shares-8.10%2026-03-312026-05-11

Sponsored

SPYM SPDR SERIES TRUST33.3K shares6.10%2026-03-312026-05-11

META META PLATFORMS INC4.1K shares12.36%2026-03-312026-05-11

BROADCOM INC BROADCOM INC7.1K shares7.75%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.9K shares32.80%2026-03-312026-05-11

JIRE J P MORGAN EXCHANGE TRADED F24.3K shares45.70%2026-03-312026-05-11

JGRO J P MORGAN EXCHANGE TRADED F21.7K shares-5.49%2026-03-312026-05-11

JAVA J P MORGAN EXCHANGE TRADED F24.0K shares-5.48%2026-03-312026-05-11

SLV ISHARES SILVER TR21.1K shares1.12%2026-03-312026-05-11

Sponsored

JEPI J P MORGAN EXCHANGE TRADED F23.3K shares-0.18%2026-03-312026-05-11

BUFR FIRST TR EXCHNG TRADED FD VI38.5K shares8.69%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F25.6K shares2.65%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR2.0K shares-32.76%2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION1.1K shares15.42%2026-03-312026-05-11

FTHI FIRST TR EXCHANGE TRADED FD45.6K shares2.40%2026-03-312026-05-11

ITOT ISHARES TR7.0K shares-4.99%2026-03-312026-05-11

JBND J P MORGAN EXCHANGE TRADED F18.3K shares-3.71%2026-03-312026-05-11

Sponsored

VTI VANGUARD INDEX FDS3.0K shares0.00%2026-03-312026-05-11

LLY ELI LILLY & CO1.0K shares38.42%2026-03-312026-05-11

ACWX ISHARES TR13.8K shares34.81%2026-03-312026-05-11

JPM JPMORGAN CHASE & CO3.0K shares28.32%2026-03-312026-05-11

IUSB ISHARES TR19.4K shares0.50%2026-03-312026-05-11

IWF ISHARES TR2.1K shares-10.58%2026-03-312026-05-11

JPUS J P MORGAN EXCHANGE TRADED F6.7K shares0.08%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC2.2K shares10.22%2026-03-312026-05-11

Sponsored

SCHG SCHWAB STRATEGIC TR29.6K shares74.73%2026-03-312026-05-11

IVV ISHARES TR1.3K shares-1.21%2026-03-312026-05-11

JGLO J P MORGAN EXCHANGE TRADED F12.5K shares-0.03%2026-03-312026-05-11

NFLX NETFLIX INC.8.4K shares10.47%2026-03-312026-05-11

XLK SELECT SECTOR SPDR TR5.9K shares111.41%2026-03-312026-05-11

IEMG ISHARES INC10.9K shares-11.25%2026-03-312026-05-11

IVW ISHARES TR6.6K shares1.49%2026-03-312026-05-11

FENI FIDELITY COVINGTON TRUST19.8K shares12.57%2026-03-312026-05-11

Sponsored

FELC FIDELITY COVINGTON TRUST19.6K shares30.22%2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC3.2K shares4.37%2026-03-312026-05-11

GOVT ISHARES TR28.4K shares61.05%2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS1.1K shares21.11%2026-03-312026-05-11

JEPQ J P MORGAN EXCHANGE TRADED F11.5K shares8.46%2026-03-312026-05-11

RDDT REDDIT INC4.7K shares-26.06%2026-03-312026-05-11

FBND FIDELITY MERRIMACK STR TR13.1K shares14.79%2026-03-312026-05-11

UNH UNITEDHEALTH GROUP INC2.2K shares20.73%2026-03-312026-05-11

Sponsored

PANW PALO ALTO NETWORKS INC3.7K shares44.79%2026-03-312026-05-11

FBCG FIDELITY COVINGTON TRUST11.7K shares17.43%2026-03-312026-05-11

DYNF BLACKROCK ETF TRUST9.8K shares-7.36%2026-03-312026-05-11

IEFA ISHARES TR6.3K shares13.84%2026-03-312026-05-11

JEMA J P MORGAN EXCHANGE TRADED F10.9K shares-5.06%2026-03-312026-05-11

BBIN J P MORGAN EXCHANGE TRADED F7.6K shares-46.74%2026-03-312026-05-11

BBMC J P MORGAN EXCHANGE TRADED F5.0K shares-4.02%2026-03-312026-05-11

QUAL ISHARES TR2.8K shares-17.32%2026-03-312026-05-11

Sponsored

IVE ISHARES TR2.6K shares-5.81%2026-03-312026-05-11

EFV ISHARES TR6.8K shares-8.32%2026-03-312026-05-11

FENY FIDELITY COVINGTON TRUST14.6K shares5.72%2026-03-312026-05-11

AVEM AMERICAN CENTY ETF TR5.9K sharesnew addition2026-03-312026-05-11

BBAG J P MORGAN EXCHANGE TRADED F10.1K shares-5.79%2026-03-312026-05-11

EFG ISHARES TR4.1K shares19.00%2026-03-312026-05-11

BDYN BLACKROCK ETF TRUST18.6K shares3.20%2026-03-312026-05-11

MU MICRON TECHNOLOGY INC1.3K shares1.38%2026-03-312026-05-11

Sponsored

BAC BANK AMERICA CORP9.0K shares-11.01%2026-03-312026-05-11

AGG ISHARES TR4.4K shares-23.09%2026-03-312026-05-11

IVLU ISHARES TR10.7K shares-1.41%2026-03-312026-05-11

PVAL PUTNAM ETF TRUST9.1K shares10.40%2026-03-312026-05-11

IWD ISHARES TR2.0K shares-45.31%2026-03-312026-05-11

VUG VANGUARD INDEX FDS945 shares-33.31%2026-03-312026-05-11

VTV VANGUARD INDEX FDS2.1K shares4.54%2026-03-312026-05-11

TSLA TESLA INC1.1K shares48.85%2026-03-312026-05-11

Sponsored

IYW ISHARES TR2.3K shares-0.79%2026-03-312026-05-11

DECW AIM ETF PRODUCTS TRUST12.2K shares-1.22%2026-03-312026-05-11

FHLC FIDELITY COVINGTON TRUST5.7K sharesnew addition2026-03-312026-05-11

XLC SELECT SECTOR SPDR TR3.6K shares75.16%2026-03-312026-05-11

GSLC GOLDMAN SACHS ETF TR3.2K shares31.57%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares0.17%2026-03-312026-05-11

JULW AIM ETF PRODUCTS TRUST9.7K shares-4.92%2026-03-312026-05-11

VEA VANGUARD TAX-MANAGED FDS5.8K shares-36.60%2026-03-312026-05-11

Sponsored

SCHZ SCHWAB STRATEGIC TR15.9K shares-22.36%2026-03-312026-05-11

VB VANGUARD INDEX FDS1.4K shares16.97%2026-03-312026-05-11

XOM EXXON MOBIL CORP2.2K sharesnew addition2026-03-312026-05-11

DGRO ISHARES TR5.0K shares0.89%2026-03-312026-05-11

JPST J P MORGAN EXCHANGE TRADED F6.9K shares-7.53%2026-03-312026-05-11

NVBW AIM ETF PRODUCTS TRUST10.4K shares-3.70%2026-03-312026-05-11

TSM TAIWAN SEMICONDUCTOR MANUFAC1.0K shares-8.90%2026-03-312026-05-11

ESGU ISHARES TR2.5K shares-0.45%2026-03-312026-05-11

Sponsored

IWS ISHARES TR2.3K shares-3.01%2026-03-312026-05-11

PG PROCTER & GAMBLE CO2.3K shares0.39%2026-03-312026-05-11

HD HOME DEPOT INC1.0K shares-22.82%2026-03-312026-05-11

FUTY FIDELITY COVINGTON TRUST5.3K sharesnew addition2026-03-312026-05-11

TXN TEXAS INSTRS INC1.6K shares11.85%2026-03-312026-05-11

FIGB FIDELITY MERRIMACK STR TR7.0K shares20.25%2026-03-312026-05-11

JIVE J P MORGAN EXCHANGE TRADED F3.4K shares5.84%2026-03-312026-05-11

MBB ISHARES TR2.9K shares-8.11%2026-03-312026-05-11

Sponsored

SPY STATE STR SPDR S&P 500 ETF T425 shares-57.16%2026-03-312026-05-11

GLD SPDR GOLD TR615 shares18.27%2026-03-312026-05-11

ILCG ISHARES TR2.8K shares-4.96%2026-03-312026-05-11

IUSV ISHARES TR2.6K shares0.00%2026-03-312026-05-11

JPIE J P MORGAN EXCHANGE TRADED F5.7K shares-24.86%2026-03-312026-05-11

GE AEROSPACE GE AEROSPACE916 shares8.79%2026-03-312026-05-11

JQUA J P MORGAN EXCHANGE TRADED F4.2K shares0.00%2026-03-312026-05-11

COKE COCA COLA CONS INC1.3K shares0.00%2026-03-312026-05-11

Sponsored

IUSG ISHARES TR1.6K shares-0.30%2026-03-312026-05-11

CRM SALESFORCE INC1.4K shares11.76%2026-03-312026-05-11

PCAR PACCAR INC2.2K shares8.87%2026-03-312026-05-11

JIG J P MORGAN EXCHANGE TRADED F3.4K shares2.19%2026-03-312026-05-11

BINC BLACKROCK ETF TRUST II4.9K shares4.03%2026-03-312026-05-11

AMAT APPLIED MATLS INC738 sharesnew addition2026-03-312026-05-11

VIG VANGUARD SPECIALIZED FUNDS1.2K shares-0.26%2026-03-312026-05-11

PSEP INNOVATOR ETFS TRUST5.7K shares0.00%2026-03-312026-05-11

Sponsored

IWP ISHARES TR1.9K shares18.39%2026-03-312026-05-11

JULT AIM ETF PRODUCTS TRUST5.3K shares0.00%2026-03-312026-05-11

THRO BLACKROCK ETF TRUST6.4K shares4.24%2026-03-312026-05-11

JVAL J P MORGAN EXCHANGE TRADED F4.7K sharesnew addition2026-03-312026-05-11

FNDF SCHWAB STRATEGIC TR4.7K shares-0.99%2026-03-312026-05-11

SCHX SCHWAB STRATEGIC TR8.8K shares-17.31%2026-03-312026-05-11

BBSC J P MORGAN EXCHANGE TRADED F3.0K shares-1.51%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS3.0K shares-19.60%2026-03-312026-05-11

Sponsored

COWZ PACER FDS TR3.5K sharesnew addition2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC1.5K shares18.80%2026-03-312026-05-11

IWR ISHARES TR2.2K shares-1.07%2026-03-312026-05-11

VOOG VANGUARD ADMIRAL FDS INC529 sharesnew addition2026-03-312026-05-11

GLDM WORLD GOLD TR2.3K shares-11.52%2026-03-312026-05-11

TBIL RBB FD INC4.3K shares-0.09%2026-03-312026-05-11

BDVL BLACKROCK ETF TRUST8.7K shares-6.07%2026-03-312026-05-11

BLACKROCK INC BLACKROCK INC218 sharesnew addition2026-03-312026-05-11

Sponsored

ADI ANALOG DEVICES INC652 sharesnew addition2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR2.4K shares-15.01%2026-03-312026-05-11

SPSM SPDR SERIES TRUST4.3K shares0.00%2026-03-312026-05-11

BAI BLACKROCK ETF TRUST6.3K sharesnew addition2026-03-312026-05-11

LINDE PLC LINDE PLC417 sharesnew addition2026-03-312026-05-11

SFLR INNOVATOR ETFS TRUST5.8K sharesnew addition2026-03-312026-05-11

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-05-11

IGRO ISHARES TR2.4K sharesnew addition2026-03-312026-05-11

Sponsored

BBUS

J P MORGAN EXCHANGE TRADED F

1.73%

Shares64.9K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

23.74%

Shares32.7K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

9.72%

Shares20.3K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

75.62%

Shares10.7K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

53.95%

Shares18.2K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

58.13%

Shares12.5K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

67.10%

Shares11.1K

Event2026-03-31

Filed2026-05-11

OCTW

AIM ETF PRODUCTS TRUST

-8.10%

Shares69.5K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

6.10%

Shares33.3K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

12.36%

Shares4.1K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

7.75%

Shares7.1K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

32.80%

Shares3.9K

Event2026-03-31

Filed2026-05-11

JIRE

J P MORGAN EXCHANGE TRADED F

45.70%

Shares24.3K

Event2026-03-31

Filed2026-05-11

JGRO

J P MORGAN EXCHANGE TRADED F

-5.49%

Shares21.7K

Event2026-03-31

Filed2026-05-11

JAVA

J P MORGAN EXCHANGE TRADED F

-5.48%

Shares24.0K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

1.12%

Shares21.1K

Event2026-03-31

Filed2026-05-11

JEPI

J P MORGAN EXCHANGE TRADED F

-0.18%

Shares23.3K

Event2026-03-31

Filed2026-05-11

BUFR

FIRST TR EXCHNG TRADED FD VI

8.69%

Shares38.5K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

2.65%

Shares25.6K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-32.76%

Shares2.0K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

15.42%

Shares1.1K

Event2026-03-31

Filed2026-05-11

FTHI

FIRST TR EXCHANGE TRADED FD

2.40%

Shares45.6K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

-4.99%

Shares7.0K

Event2026-03-31

Filed2026-05-11

JBND

J P MORGAN EXCHANGE TRADED F

-3.71%

Shares18.3K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

0.00%

Shares3.0K

Event2026-03-31

Filed2026-05-11

LLY

ELI LILLY & CO

38.42%

Shares1.0K

Event2026-03-31

Filed2026-05-11

ACWX

ISHARES TR

34.81%

Shares13.8K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

28.32%

Shares3.0K

Event2026-03-31

Filed2026-05-11

IUSB

ISHARES TR

0.50%

Shares19.4K

Event2026-03-31

Filed2026-05-11

IWF

ISHARES TR

-10.58%

Shares2.1K

Event2026-03-31

Filed2026-05-11

JPUS

J P MORGAN EXCHANGE TRADED F

0.08%

Shares6.7K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

10.22%

Shares2.2K

Event2026-03-31

Filed2026-05-11

SCHG

SCHWAB STRATEGIC TR

74.73%

Shares29.6K

Event2026-03-31

Filed2026-05-11

IVV

ISHARES TR

-1.21%

Shares1.3K

Event2026-03-31

Filed2026-05-11

JGLO

J P MORGAN EXCHANGE TRADED F

-0.03%

Shares12.5K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

10.47%

Shares8.4K

Event2026-03-31

Filed2026-05-11

XLK

SELECT SECTOR SPDR TR

111.41%

Shares5.9K

Event2026-03-31

Filed2026-05-11

IEMG

ISHARES INC

-11.25%

Shares10.9K

Event2026-03-31

Filed2026-05-11

IVW

ISHARES TR

1.49%

Shares6.6K

Event2026-03-31

Filed2026-05-11

FENI

FIDELITY COVINGTON TRUST

12.57%

Shares19.8K

Event2026-03-31

Filed2026-05-11

FELC

FIDELITY COVINGTON TRUST

30.22%

Shares19.6K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

4.37%

Shares3.2K

Event2026-03-31

Filed2026-05-11

GOVT

ISHARES TR

61.05%

Shares28.4K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

21.11%

Shares1.1K

Event2026-03-31

Filed2026-05-11

JEPQ

J P MORGAN EXCHANGE TRADED F

8.46%

Shares11.5K

Event2026-03-31

Filed2026-05-11

RDDT

REDDIT INC

-26.06%

Shares4.7K

Event2026-03-31

Filed2026-05-11

FBND

FIDELITY MERRIMACK STR TR

14.79%

Shares13.1K

Event2026-03-31

Filed2026-05-11

UNH

UNITEDHEALTH GROUP INC

20.73%

Shares2.2K

Event2026-03-31

Filed2026-05-11

PANW

PALO ALTO NETWORKS INC

44.79%

Shares3.7K

Event2026-03-31

Filed2026-05-11

FBCG

FIDELITY COVINGTON TRUST

17.43%

Shares11.7K

Event2026-03-31

Filed2026-05-11

DYNF

BLACKROCK ETF TRUST

-7.36%

Shares9.8K

Event2026-03-31

Filed2026-05-11

IEFA

ISHARES TR

13.84%

Shares6.3K

Event2026-03-31

Filed2026-05-11

JEMA

J P MORGAN EXCHANGE TRADED F

-5.06%

Shares10.9K

Event2026-03-31

Filed2026-05-11

BBIN

J P MORGAN EXCHANGE TRADED F

-46.74%

Shares7.6K

Event2026-03-31

Filed2026-05-11

BBMC

J P MORGAN EXCHANGE TRADED F

-4.02%

Shares5.0K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

-17.32%

Shares2.8K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

-5.81%

Shares2.6K

Event2026-03-31

Filed2026-05-11

EFV

ISHARES TR

-8.32%

Shares6.8K

Event2026-03-31

Filed2026-05-11

FENY

FIDELITY COVINGTON TRUST

5.72%

Shares14.6K

Event2026-03-31

Filed2026-05-11

AVEM

AMERICAN CENTY ETF TR

New

Shares5.9K

Event2026-03-31

Filed2026-05-11

BBAG

J P MORGAN EXCHANGE TRADED F

-5.79%

Shares10.1K

Event2026-03-31

Filed2026-05-11

EFG

ISHARES TR

19.00%

Shares4.1K

Event2026-03-31

Filed2026-05-11

BDYN

BLACKROCK ETF TRUST

3.20%

Shares18.6K

Event2026-03-31

Filed2026-05-11

MICRON TECHNOLOGY INC

1.38%

Shares1.3K

Event2026-03-31

Filed2026-05-11

BAC

BANK AMERICA CORP

-11.01%

Shares9.0K

Event2026-03-31

Filed2026-05-11

AGG

ISHARES TR

-23.09%

Shares4.4K

Event2026-03-31

Filed2026-05-11

IVLU

ISHARES TR

-1.41%

Shares10.7K

Event2026-03-31

Filed2026-05-11

PVAL

PUTNAM ETF TRUST

10.40%

Shares9.1K

Event2026-03-31

Filed2026-05-11

IWD

ISHARES TR

-45.31%

Shares2.0K

Event2026-03-31

Filed2026-05-11

VUG

VANGUARD INDEX FDS

-33.31%

Shares945

Event2026-03-31

Filed2026-05-11

VTV

VANGUARD INDEX FDS

4.54%

Shares2.1K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

48.85%

Shares1.1K

Event2026-03-31

Filed2026-05-11

IYW

ISHARES TR

-0.79%

Shares2.3K

Event2026-03-31

Filed2026-05-11

DECW

AIM ETF PRODUCTS TRUST

-1.22%

Shares12.2K

Event2026-03-31

Filed2026-05-11

FHLC

FIDELITY COVINGTON TRUST

New

Shares5.7K

Event2026-03-31

Filed2026-05-11

XLC

SELECT SECTOR SPDR TR

75.16%

Shares3.6K

Event2026-03-31

Filed2026-05-11

GSLC

GOLDMAN SACHS ETF TR

31.57%

Shares3.2K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

0.17%

Shares1.8K

Event2026-03-31

Filed2026-05-11

JULW

AIM ETF PRODUCTS TRUST

-4.92%

Shares9.7K

Event2026-03-31

Filed2026-05-11

VEA

VANGUARD TAX-MANAGED FDS

-36.60%

Shares5.8K

Event2026-03-31

Filed2026-05-11

SCHZ

SCHWAB STRATEGIC TR

-22.36%

Shares15.9K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

16.97%

Shares1.4K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

New

Shares2.2K

Event2026-03-31

Filed2026-05-11

DGRO

ISHARES TR

0.89%

Shares5.0K

Event2026-03-31

Filed2026-05-11

JPST

J P MORGAN EXCHANGE TRADED F

-7.53%

Shares6.9K

Event2026-03-31

Filed2026-05-11

NVBW

AIM ETF PRODUCTS TRUST

-3.70%

Shares10.4K

Event2026-03-31

Filed2026-05-11

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-8.90%

Shares1.0K

Event2026-03-31

Filed2026-05-11

ESGU

ISHARES TR

-0.45%

Shares2.5K

Event2026-03-31

Filed2026-05-11

IWS

ISHARES TR

-3.01%

Shares2.3K

Event2026-03-31

Filed2026-05-11

PROCTER & GAMBLE CO

0.39%

Shares2.3K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

-22.82%

Shares1.0K

Event2026-03-31

Filed2026-05-11

FUTY

FIDELITY COVINGTON TRUST

New

Shares5.3K

Event2026-03-31

Filed2026-05-11

TXN

TEXAS INSTRS INC

11.85%

Shares1.6K

Event2026-03-31

Filed2026-05-11

FIGB

FIDELITY MERRIMACK STR TR

20.25%

Shares7.0K

Event2026-03-31

Filed2026-05-11

JIVE

J P MORGAN EXCHANGE TRADED F

5.84%

Shares3.4K

Event2026-03-31

Filed2026-05-11

MBB

ISHARES TR

-8.11%

Shares2.9K

Event2026-03-31

Filed2026-05-11

SPY

STATE STR SPDR S&P 500 ETF T

-57.16%

Shares425

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

18.27%

Shares615

Event2026-03-31

Filed2026-05-11

ILCG

ISHARES TR

-4.96%

Shares2.8K

Event2026-03-31

Filed2026-05-11

IUSV

ISHARES TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-05-11

JPIE

J P MORGAN EXCHANGE TRADED F

-24.86%

Shares5.7K

Event2026-03-31

Filed2026-05-11

GE AEROSPACE

8.79%

Shares916

Event2026-03-31

Filed2026-05-11

JQUA

J P MORGAN EXCHANGE TRADED F

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-11

COKE

COCA COLA CONS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-11

IUSG

ISHARES TR

-0.30%

Shares1.6K

Event2026-03-31

Filed2026-05-11

CRM

SALESFORCE INC

11.76%

Shares1.4K

Event2026-03-31

Filed2026-05-11

PCAR

PACCAR INC

8.87%

Shares2.2K

Event2026-03-31

Filed2026-05-11

JIG

J P MORGAN EXCHANGE TRADED F

2.19%

Shares3.4K

Event2026-03-31

Filed2026-05-11

BINC

BLACKROCK ETF TRUST II

4.03%

Shares4.9K

Event2026-03-31

Filed2026-05-11

AMAT

APPLIED MATLS INC

New

Shares738

Event2026-03-31

Filed2026-05-11

VIG

VANGUARD SPECIALIZED FUNDS

-0.26%

Shares1.2K

Event2026-03-31

Filed2026-05-11

PSEP

INNOVATOR ETFS TRUST

0.00%

Shares5.7K

Event2026-03-31

Filed2026-05-11

IWP

ISHARES TR

18.39%

Shares1.9K

Event2026-03-31

Filed2026-05-11

JULT

AIM ETF PRODUCTS TRUST

0.00%

Shares5.3K

Event2026-03-31

Filed2026-05-11

THRO

BLACKROCK ETF TRUST

4.24%

Shares6.4K

Event2026-03-31

Filed2026-05-11

JVAL

J P MORGAN EXCHANGE TRADED F

New

Shares4.7K

Event2026-03-31

Filed2026-05-11

FNDF

SCHWAB STRATEGIC TR

-0.99%

Shares4.7K

Event2026-03-31

Filed2026-05-11

SCHX

SCHWAB STRATEGIC TR

-17.31%

Shares8.8K

Event2026-03-31

Filed2026-05-11

BBSC

J P MORGAN EXCHANGE TRADED F

-1.51%

Shares3.0K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

-19.60%

Shares3.0K

Event2026-03-31

Filed2026-05-11

COWZ

PACER FDS TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

18.80%

Shares1.5K

Event2026-03-31

Filed2026-05-11

IWR

ISHARES TR

-1.07%

Shares2.2K

Event2026-03-31

Filed2026-05-11

VOOG

VANGUARD ADMIRAL FDS INC

New

Shares529

Event2026-03-31

Filed2026-05-11

GLDM

WORLD GOLD TR

-11.52%

Shares2.3K

Event2026-03-31

Filed2026-05-11

TBIL

RBB FD INC

-0.09%

Shares4.3K

Event2026-03-31

Filed2026-05-11

BDVL

BLACKROCK ETF TRUST

-6.07%

Shares8.7K

Event2026-03-31

Filed2026-05-11

BLACKROCK INC

New

Shares218

Event2026-03-31

Filed2026-05-11

ADI

ANALOG DEVICES INC

New

Shares652

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

-15.01%

Shares2.4K

Event2026-03-31

Filed2026-05-11

SPSM

SPDR SERIES TRUST

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-11

BAI

BLACKROCK ETF TRUST

New

Shares6.3K

Event2026-03-31

Filed2026-05-11

LINDE PLC

New

Shares417

Event2026-03-31

Filed2026-05-11

SFLR

INNOVATOR ETFS TRUST

New

Shares5.8K

Event2026-03-31

Filed2026-05-11

MARVELL TECHNOLOGY INC

New

Shares2.0K

Event2026-03-31

Filed2026-05-11

IGRO

ISHARES TR

New

Shares2.4K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

AMZN Put PutAMAZON COM INC1.0K sharesnew addition2026-03-312026-05-11

AMZN Put

AMAZON COM INC

New

Shares1.0K

Event2026-03-31

Filed2026-05-11