Sponsored

The Analysis of Endowment Wealth Management, Inc.'s Holdings & P&L

Currently, Endowment Wealth Management, Inc. holds 165 types of securities in its portfolio with a total value $226.1M. In the most recent quarter, they have increased their positions in N/A (+23.1K shares, valued at $1.3M), FLY (+37.3K shares, valued at $1.1M), JPST (+16.1K shares, valued at $813.7K); decreased their positions in IEFA (-7.1K shares, valued at $646.5K), CRCL (-5.5K shares, valued at $524.3K), QAI (-12.9K shares, valued at $440.5K); initiated new positions in FLY (+37.3K shares, valued at $1.1M), N/A (+1.3K shares, valued at $395.4K), SHEL (+3.5K shares, valued at $326.3K).

1M P&L

+9.1M+4.11%

3M P&L

+11.2M+5.08%

HY P&L

+19.2M+9.05%

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/A170.3M

81.3%

2Semiconductors10.1M

4.8%

3Capital Markets5.4M

2.6%

Top Industries by Stock Count

1N/A94 stocks

61.4%

2Drug Manufacturers - General4 stocks

2.6%

3Software - Infrastructure4 stocks

2.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T226.7K shares11.36%2026-03-312026-05-08

ITOT ISHARES TR88.9K shares5.16%2026-03-312026-05-08

VTI VANGUARD INDEX FDS30.7K shares2.19%2026-03-312026-05-08

COWZ PACER FDS TR136.2K shares5.63%2026-03-312026-05-08

NVDA NVIDIA CORPORATION48.2K shares0.43%2026-03-312026-05-08

SPHQ INVESCO EXCHANGE TRADED FD T99.8K shares5.33%2026-03-312026-05-08

QAI NEW YORK LIFE INVESTMENTS ET216.6K shares-5.62%2026-03-312026-05-08

SPMO INVESCO EXCH TRADED FD TR II62.9K shares6.79%2026-03-312026-05-08

Sponsored

EFA ISHARES TR61.6K shares3.10%2026-03-312026-05-08

IUSG ISHARES TR35.1K shares5.62%2026-03-312026-05-08

CRCL CIRCLE INTERNET GROUP INC56.6K shares-8.85%2026-03-312026-05-08

DGRO ISHARES TR70.2K shares6.02%2026-03-312026-05-08

JPST J P MORGAN EXCHANGE TRADED F94.5K shares20.51%2026-03-312026-05-08

VT VANGUARD INTL EQUITY INDEX F31.1K shares-1.37%2026-03-312026-05-08

IJR ISHARES TR30.6K shares2.18%2026-03-312026-05-08

SCZ ISHARES TR46.6K shares3.29%2026-03-312026-05-08

Sponsored

DEM WISDOMTREE TR70.1K shares4.00%2026-03-312026-05-08

IEMG ISHARES INC49.1K shares12.49%2026-03-312026-05-08

IDEQ LAZARD ACTIVE ETF TR105.6K shares2.48%2026-03-312026-05-08

WST WEST PHARMACEUTICAL SVSC INC13.2K shares0.09%2026-03-312026-05-08

EZU ISHARES INC51.9K shares3.57%2026-03-312026-05-08

IEI ISHARES TR24.6K shares24.71%2026-03-312026-05-08

GSY INVESCO ACTIVELY MANAGED EXC58.0K shares22.99%2026-03-312026-05-08

SHYG ISHARES TR68.6K shares22.95%2026-03-312026-05-08

Sponsored

LMBS FIRST TR EXCHANGE-TRADED FD58.2K shares22.79%2026-03-312026-05-08

IEFA ISHARES TR28.3K shares-20.14%2026-03-312026-05-08

FEMB FIRST TR EXCH TRADED FD III78.9K shares21.58%2026-03-312026-05-08

XLK SELECT SECTOR SPDR TR16.2K shares16.38%2026-03-312026-05-08

JSI JANUS DETROIT STR TR41.8K shares22.80%2026-03-312026-05-08

MSFT MICROSOFT CORP5.3K shares0.70%2026-03-312026-05-08

IBDR ISHARES TR77.0K shares23.75%2026-03-312026-05-08

IBHF ISHARES TR80.5K shares24.60%2026-03-312026-05-08

Sponsored

BND VANGUARD BD INDEX FDS24.7K shares3.12%2026-03-312026-05-08

IBTG ISHARES TR79.0K shares24.20%2026-03-312026-05-08

IWC ISHARES TR11.1K shares5.75%2026-03-312026-05-08

FTSL FIRST TR EXCHANGE-TRADED FD38.1K shares20.57%2026-03-312026-05-08

MOAT VANECK ETF TRUST16.5K shares6.17%2026-03-312026-05-08

PCY INVESCO EXCH TRADED FD TR II75.8K shares21.79%2026-03-312026-05-08

CALF PACER FDS TR35.1K shares10.72%2026-03-312026-05-08

TSM TAIWAN SEMICONDUCTOR MANUFAC4.4K shares4.24%2026-03-312026-05-08

Sponsored

INDA ISHARES TR31.8K shares5.35%2026-03-312026-05-08

IUSV ISHARES TR13.3K shares-0.90%2026-03-312026-05-08

IBB ISHARES TR8.0K shares13.15%2026-03-312026-05-08

AAPL APPLE INC5.3K shares0.25%2026-03-312026-05-08

VNQI VANGUARD INTL EQUITY INDEX F29.2K shares-9.59%2026-03-312026-05-08

NFLX NETFLIX INC.13.2K shares-0.08%2026-03-312026-05-08

HACK AMPLIFY ETF TR16.2K shares19.30%2026-03-312026-05-08

VNQ VANGUARD INDEX FDS13.0K shares1.91%2026-03-312026-05-08

Sponsored

SKYY FIRST TR EXCHANGE-TRADED FD9.9K shares21.74%2026-03-312026-05-08

FLY FIREFLY AEROSPACE INC37.3K sharesnew addition2026-03-312026-05-08

GHYG ISHARES INC21.3K shares-4.47%2026-03-312026-05-08

SMH VANECK ETF TRUST2.4K shares8.14%2026-03-312026-05-08

AIQ GLOBAL X FDS19.5K shares15.46%2026-03-312026-05-08

BOTZ GLOBAL X FDS26.4K shares15.46%2026-03-312026-05-08

MLPA GLOBAL X FDS15.5K shares1.39%2026-03-312026-05-08

MDIV FIRST TR EXCHANGE TRADED FD51.5K shares3.21%2026-03-312026-05-08

Sponsored

BNDX VANGUARD CHARLOTTE FDS15.5K shares4.47%2026-03-312026-05-08

IEO ISHARES TR6.0K shares-25.90%2026-03-312026-05-08

EMB ISHARES TR7.9K shares-0.86%2026-03-312026-05-08

UBER UBER TECHNOLOGIES INC10.2K shares-6.90%2026-03-312026-05-08

KBWD INVESCO EXCH TRADED FD TR II58.0K shares5.75%2026-03-312026-05-08

ABBV ABBVIE INC3.3K shares-1.22%2026-03-312026-05-08

PLTR PALANTIR TECHNOLOGIES INC4.9K shares-8.35%2026-03-312026-05-08

LLY ELI LILLY & CO765 shares-2.80%2026-03-312026-05-08

Sponsored

WTMF WISDOMTREE TR17.1K shares-2.10%2026-03-312026-05-08

CHAT TIDAL TRUST II10.7K shares14.35%2026-03-312026-05-08

ALPS ETF TR ALPS ETF TR12.5K shares-19.29%2026-03-312026-05-08

BINC BLACKROCK ETF TRUST II12.5K shares6.58%2026-03-312026-05-08

QQQM INVESCO EXCH TRADED FD TR II2.7K shares15.81%2026-03-312026-05-08

NFRA FLEXSHARES TR9.9K shares-6.28%2026-03-312026-05-08

TDIV FIRST TR EXCHANGE TRADED FD6.7K shares16.03%2026-03-312026-05-08

ISHARES GOLD TR ISHARES GOLD TR6.6K shares-21.30%2026-03-312026-05-08

Sponsored

WOOD ISHARES TR8.1K shares1.43%2026-03-312026-05-08

PDBC INVESCO ACTVELY MNGD ETC FD32.2K shares-5.04%2026-03-312026-05-08

CIBR FIRST TR EXCHANGE-TRADED FD8.8K shares21.58%2026-03-312026-05-08

JEPI J P MORGAN EXCHANGE TRADED F9.6K shares2.62%2026-03-312026-05-08

BIL SPDR SERIES TRUST5.9K shares30.09%2026-03-312026-05-08

PCEF INVESCO EXCH TRADED FD TR II28.4K shares2.81%2026-03-312026-05-08

FBTC FIDELITY WISE ORIGIN BITCOIN9.0K shares25.46%2026-03-312026-05-08

WCLD WISDOMTREE TR19.1K shares23.71%2026-03-312026-05-08

Sponsored

EEM ISHARES TR8.9K shares-1.06%2026-03-312026-05-08

JPM JPMORGAN CHASE & CO1.6K shares0.92%2026-03-312026-05-08

IDEV ISHARES TR5.8K shares-0.50%2026-03-312026-05-08

BIZD VANECK ETF TRUST36.2K shares5.70%2026-03-312026-05-08

PH PARKER-HANNIFIN CORP509 shares-21.69%2026-03-312026-05-08

CION CION INVT CORP66.4K shares2.94%2026-03-312026-05-08

PICK ISHARES INC8.0K shares-29.37%2026-03-312026-05-08

GLTR ABRDN PRECIOUS METALS BASKET2.0K shares15.75%2026-03-312026-05-08

Sponsored

AMZN AMAZON COM INC2.1K shares-30.32%2026-03-312026-05-08

CVX CHEVRON CORPORATION2.1K shares-0.86%2026-03-312026-05-08

IEUR ISHARES TR6.1K shares-0.39%2026-03-312026-05-08

EEMV ISHARES INC6.4K shares-0.16%2026-03-312026-05-08

VRP INVESCO EXCH TRADED FD TR II17.0K shares3.19%2026-03-312026-05-08

TJX TJX COS INC NEW2.5K shares0.24%2026-03-312026-05-08

BROADCOM INC BROADCOM INC1.3K sharesnew addition2026-03-312026-05-08

ALPHABET INC ALPHABET INC1.4K shares-3.14%2026-03-312026-05-08

Sponsored

RTX RTX CORPORATION1.8K shares11.56%2026-03-312026-05-08

AGG ISHARES TR3.4K shares3.44%2026-03-312026-05-08

IEF ISHARES TR3.5K shares11.48%2026-03-312026-05-08

EATON CORP PLC EATON CORP PLC918 shares13.19%2026-03-312026-05-08

CPNG COUPANG INC17.3K shares0.00%2026-03-312026-05-08

SHEL SHELL PLC3.5K sharesnew addition2026-03-312026-05-08

V VISA INC1.0K shares9.33%2026-03-312026-05-08

MCK MCKESSON CORP363 sharesnew addition2026-03-312026-05-08

Sponsored

SHW SHERWIN WILLIAMS CO954 shares0.95%2026-03-312026-05-08

VGT VANGUARD WORLD FD437 shares0.00%2026-03-312026-05-08

MA MASTERCARD INCORPORATED588 shares-1.01%2026-03-312026-05-08

T AT&T INC10.1K shares12.07%2026-03-312026-05-08

ORCL ORACLE CORP2.0K shares6.14%2026-03-312026-05-08

MLPX GLOBAL X FDS3.9K shares4.43%2026-03-312026-05-08

INTU INTUIT661 shares31.67%2026-03-312026-05-08

ASML ASML HLDG NV216 shares-14.96%2026-03-312026-05-08

Sponsored

BABA ALIBABA GROUP HLDG LTD2.2K shares-4.18%2026-03-312026-05-08

PAVE GLOBAL X FDS5.4K shares3.32%2026-03-312026-05-08

PSX PHILLIPS 661.5K sharesnew addition2026-03-312026-05-08

SRLN SSGA ACTIVE ETF TR6.8K shares7.05%2026-03-312026-05-08

HYEM VANECK ETF TRUST13.9K shares2.27%2026-03-312026-05-08

EMLP FIRST TR EXCHANGE-TRADED FD6.2K shares4.86%2026-03-312026-05-08

RWO SPDR INDEX SHS FDS5.9K shares0.58%2026-03-312026-05-08

CSCO CISCO SYS INC3.5K shares6.73%2026-03-312026-05-08

Sponsored

PLXS PLEXUS CORP1.3K shares-26.11%2026-03-312026-05-08

REM ISHARES TR12.6K shares0.91%2026-03-312026-05-08

TOTL SSGA ACTIVE ETF TR6.8K shares3.27%2026-03-312026-05-08

MSI MOTOROLA SOLUTIONS INC617 sharesnew addition2026-03-312026-05-08

AME AMETEK INC1.2K sharesnew addition2026-03-312026-05-08

CARR CARRIER GLOBAL CORPORATION4.7K shares1.45%2026-03-312026-05-08

CME CME GROUP INC890 shares-0.56%2026-03-312026-05-08

MUB ISHARES TR2.5K shares28.38%2026-03-312026-05-08

Sponsored

PGHY INVESCO EXCH TRADED FD TR II13.3K shares4.38%2026-03-312026-05-08

MEDTRONIC PLC MEDTRONIC PLC3.0K shares4.15%2026-03-312026-05-08

NDAQ NASDAQ INC3.0K shares1.89%2026-03-312026-05-08

KMB KIMBERLY-CLARK CORP2.6K shares1.26%2026-03-312026-05-08

SJNK SPDR SERIES TRUST10.1K shares3.88%2026-03-312026-05-08

MCO MOODYS CORP571 shares4.58%2026-03-312026-05-08

BOND PIMCO ETF TR2.7K shares4.20%2026-03-312026-05-08

COP CONOCOPHILLIPS1.9K sharesnew addition2026-03-312026-05-08

Sponsored

HDB HDFC BANK LTD9.9K shares-5.85%2026-03-312026-05-08

NVS NOVARTIS AG1.6K shares-7.43%2026-03-312026-05-08

KTB KONTOOR BRANDS INC3.4K sharesnew addition2026-03-312026-05-08

INVESCO QQQ TR INVESCO QQQ TR411 shares-5.73%2026-03-312026-05-08

HSY HERSHEY CO1.1K sharesnew addition2026-03-312026-05-08

AMD ADVANCED MICRO DEVICES INC1.1K shares6.74%2026-03-312026-05-08

BNDW VANGUARD SCOTTSDALE FDS3.4K shares4.11%2026-03-312026-05-08

KMI KINDER MORGAN INC DEL6.9K sharesnew addition2026-03-312026-05-08

Sponsored

VANGUARD INDEX FDS VANGUARD INDEX FDS384 shares0.79%2026-03-312026-05-08

VUG VANGUARD INDEX FDS518 shares3.19%2026-03-312026-05-08

PG PROCTER & GAMBLE CO1.5K shares-0.20%2026-03-312026-05-08

SRVR PACER FDS TR7.0K sharesnew addition2026-03-312026-05-08

MERCK & CO INC MERCK & CO INC1.8K sharesnew addition2026-03-312026-05-08

AMGN AMGEN INC610 sharesnew addition2026-03-312026-05-08

ADP AUTOMATIC DATA PROCESSING IN1.0K shares4.50%2026-03-312026-05-08

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL439 sharesnew addition2026-03-312026-05-08

Sponsored

TDTT FLEXSHARES TR8.7K sharesnew addition2026-03-312026-05-08

WEC ENERGY GROUP INC WEC ENERGY GROUP INC1.8K sharesnew addition2026-03-312026-05-08

DBMF LITMAN GREGORY FDS TR6.9K sharesnew addition2026-03-312026-05-08

VZ VERIZON COMMUNICATIONS INC4.1K sharesnew addition2026-03-312026-05-08

FPE FIRST TR EXCH TRADED FD III11.6K shares3.58%2026-03-312026-05-08

OTF BLUE OWL TECHNOLOGY FIN CORP16.6K sharesnew addition2026-03-312026-05-08

KLAR KLARNA GROUP PLC10.7K sharesnew addition2026-03-312026-05-08

HLN HALEON PLC10.1K shares-1.44%2026-03-312026-05-08

Sponsored

HUMA HUMACYTE INC105.4K shares-0.47%2026-03-312026-05-08

ABEV AMBEV SA16.0K shares1.73%2026-03-312026-05-08

RC READY CAPITAL CORP25.2K shares0.00%2026-03-312026-05-08

VGZ VISTA GOLD CORP12.5K shares0.00%2026-03-312026-05-08

CHRS COHERUS ONCOLOGY INC11.5K shares0.00%2026-03-312026-05-08

INVESCO EXCHANGE TRADED FD T

11.36%

Shares226.7K

Event2026-03-31

Filed2026-05-08

ITOT

ISHARES TR

5.16%

Shares88.9K

Event2026-03-31

Filed2026-05-08

VTI

VANGUARD INDEX FDS

2.19%

Shares30.7K

Event2026-03-31

Filed2026-05-08

COWZ

PACER FDS TR

5.63%

Shares136.2K

Event2026-03-31

Filed2026-05-08

NVDA

NVIDIA CORPORATION

0.43%

Shares48.2K

Event2026-03-31

Filed2026-05-08

SPHQ

INVESCO EXCHANGE TRADED FD T

5.33%

Shares99.8K

Event2026-03-31

Filed2026-05-08

QAI

NEW YORK LIFE INVESTMENTS ET

-5.62%

Shares216.6K

Event2026-03-31

Filed2026-05-08

SPMO

INVESCO EXCH TRADED FD TR II

6.79%

Shares62.9K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES TR

3.10%

Shares61.6K

Event2026-03-31

Filed2026-05-08

IUSG

ISHARES TR

5.62%

Shares35.1K

Event2026-03-31

Filed2026-05-08

CRCL

CIRCLE INTERNET GROUP INC

-8.85%

Shares56.6K

Event2026-03-31

Filed2026-05-08

DGRO

ISHARES TR

6.02%

Shares70.2K

Event2026-03-31

Filed2026-05-08

JPST

J P MORGAN EXCHANGE TRADED F

20.51%

Shares94.5K

Event2026-03-31

Filed2026-05-08

VANGUARD INTL EQUITY INDEX F

-1.37%

Shares31.1K

Event2026-03-31

Filed2026-05-08

IJR

ISHARES TR

2.18%

Shares30.6K

Event2026-03-31

Filed2026-05-08

SCZ

ISHARES TR

3.29%

Shares46.6K

Event2026-03-31

Filed2026-05-08

DEM

WISDOMTREE TR

4.00%

Shares70.1K

Event2026-03-31

Filed2026-05-08

IEMG

ISHARES INC

12.49%

Shares49.1K

Event2026-03-31

Filed2026-05-08

IDEQ

LAZARD ACTIVE ETF TR

2.48%

Shares105.6K

Event2026-03-31

Filed2026-05-08

WST

WEST PHARMACEUTICAL SVSC INC

0.09%

Shares13.2K

Event2026-03-31

Filed2026-05-08

EZU

ISHARES INC

3.57%

Shares51.9K

Event2026-03-31

Filed2026-05-08

IEI

ISHARES TR

24.71%

Shares24.6K

Event2026-03-31

Filed2026-05-08

GSY

INVESCO ACTIVELY MANAGED EXC

22.99%

Shares58.0K

Event2026-03-31

Filed2026-05-08

SHYG

ISHARES TR

22.95%

Shares68.6K

Event2026-03-31

Filed2026-05-08

LMBS

FIRST TR EXCHANGE-TRADED FD

22.79%

Shares58.2K

Event2026-03-31

Filed2026-05-08

IEFA

ISHARES TR

-20.14%

Shares28.3K

Event2026-03-31

Filed2026-05-08

FEMB

FIRST TR EXCH TRADED FD III

21.58%

Shares78.9K

Event2026-03-31

Filed2026-05-08

XLK

SELECT SECTOR SPDR TR

16.38%

Shares16.2K

Event2026-03-31

Filed2026-05-08

JSI

JANUS DETROIT STR TR

22.80%

Shares41.8K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT CORP

0.70%

Shares5.3K

Event2026-03-31

Filed2026-05-08

IBDR

ISHARES TR

23.75%

Shares77.0K

Event2026-03-31

Filed2026-05-08

IBHF

ISHARES TR

24.60%

Shares80.5K

Event2026-03-31

Filed2026-05-08

BND

VANGUARD BD INDEX FDS

3.12%

Shares24.7K

Event2026-03-31

Filed2026-05-08

IBTG

ISHARES TR

24.20%

Shares79.0K

Event2026-03-31

Filed2026-05-08

IWC

ISHARES TR

5.75%

Shares11.1K

Event2026-03-31

Filed2026-05-08

FTSL

FIRST TR EXCHANGE-TRADED FD

20.57%

Shares38.1K

Event2026-03-31

Filed2026-05-08

MOAT

VANECK ETF TRUST

6.17%

Shares16.5K

Event2026-03-31

Filed2026-05-08

PCY

INVESCO EXCH TRADED FD TR II

21.79%

Shares75.8K

Event2026-03-31

Filed2026-05-08

CALF

PACER FDS TR

10.72%

Shares35.1K

Event2026-03-31

Filed2026-05-08

TSM

TAIWAN SEMICONDUCTOR MANUFAC

4.24%

Shares4.4K

Event2026-03-31

Filed2026-05-08

INDA

ISHARES TR

5.35%

Shares31.8K

Event2026-03-31

Filed2026-05-08

IUSV

ISHARES TR

-0.90%

Shares13.3K

Event2026-03-31

Filed2026-05-08

IBB

ISHARES TR

13.15%

Shares8.0K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

0.25%

Shares5.3K

Event2026-03-31

Filed2026-05-08

VNQI

VANGUARD INTL EQUITY INDEX F

-9.59%

Shares29.2K

Event2026-03-31

Filed2026-05-08

NFLX

NETFLIX INC.

-0.08%

Shares13.2K

Event2026-03-31

Filed2026-05-08

HACK

AMPLIFY ETF TR

19.30%

Shares16.2K

Event2026-03-31

Filed2026-05-08

VNQ

VANGUARD INDEX FDS

1.91%

Shares13.0K

Event2026-03-31

Filed2026-05-08

SKYY

FIRST TR EXCHANGE-TRADED FD

21.74%

Shares9.9K

Event2026-03-31

Filed2026-05-08

FLY

FIREFLY AEROSPACE INC

New

Shares37.3K

Event2026-03-31

Filed2026-05-08

GHYG

ISHARES INC

-4.47%

Shares21.3K

Event2026-03-31

Filed2026-05-08

SMH

VANECK ETF TRUST

8.14%

Shares2.4K

Event2026-03-31

Filed2026-05-08

AIQ

GLOBAL X FDS

15.46%

Shares19.5K

Event2026-03-31

Filed2026-05-08

BOTZ

GLOBAL X FDS

15.46%

Shares26.4K

Event2026-03-31

Filed2026-05-08

MLPA

GLOBAL X FDS

1.39%

Shares15.5K

Event2026-03-31

Filed2026-05-08

MDIV

FIRST TR EXCHANGE TRADED FD

3.21%

Shares51.5K

Event2026-03-31

Filed2026-05-08

BNDX

VANGUARD CHARLOTTE FDS

4.47%

Shares15.5K

Event2026-03-31

Filed2026-05-08

IEO

ISHARES TR

-25.90%

Shares6.0K

Event2026-03-31

Filed2026-05-08

EMB

ISHARES TR

-0.86%

Shares7.9K

Event2026-03-31

Filed2026-05-08

UBER

UBER TECHNOLOGIES INC

-6.90%

Shares10.2K

Event2026-03-31

Filed2026-05-08

KBWD

INVESCO EXCH TRADED FD TR II

5.75%

Shares58.0K

Event2026-03-31

Filed2026-05-08

ABBV

ABBVIE INC

-1.22%

Shares3.3K

Event2026-03-31

Filed2026-05-08

PLTR

PALANTIR TECHNOLOGIES INC

-8.35%

Shares4.9K

Event2026-03-31

Filed2026-05-08

LLY

ELI LILLY & CO

-2.80%

Shares765

Event2026-03-31

Filed2026-05-08

WTMF

WISDOMTREE TR

-2.10%

Shares17.1K

Event2026-03-31

Filed2026-05-08

CHAT

TIDAL TRUST II

14.35%

Shares10.7K

Event2026-03-31

Filed2026-05-08

ALPS ETF TR

-19.29%

Shares12.5K

Event2026-03-31

Filed2026-05-08

BINC

BLACKROCK ETF TRUST II

6.58%

Shares12.5K

Event2026-03-31

Filed2026-05-08

QQQM

INVESCO EXCH TRADED FD TR II

15.81%

Shares2.7K

Event2026-03-31

Filed2026-05-08

NFRA

FLEXSHARES TR

-6.28%

Shares9.9K

Event2026-03-31

Filed2026-05-08

TDIV

FIRST TR EXCHANGE TRADED FD

16.03%

Shares6.7K

Event2026-03-31

Filed2026-05-08

ISHARES GOLD TR

-21.30%

Shares6.6K

Event2026-03-31

Filed2026-05-08

WOOD

ISHARES TR

1.43%

Shares8.1K

Event2026-03-31

Filed2026-05-08

PDBC

INVESCO ACTVELY MNGD ETC FD

-5.04%

Shares32.2K

Event2026-03-31

Filed2026-05-08

CIBR

FIRST TR EXCHANGE-TRADED FD

21.58%

Shares8.8K

Event2026-03-31

Filed2026-05-08

JEPI

J P MORGAN EXCHANGE TRADED F

2.62%

Shares9.6K

Event2026-03-31

Filed2026-05-08

BIL

SPDR SERIES TRUST

30.09%

Shares5.9K

Event2026-03-31

Filed2026-05-08

PCEF

INVESCO EXCH TRADED FD TR II

2.81%

Shares28.4K

Event2026-03-31

Filed2026-05-08

FBTC

FIDELITY WISE ORIGIN BITCOIN

25.46%

Shares9.0K

Event2026-03-31

Filed2026-05-08

WCLD

WISDOMTREE TR

23.71%

Shares19.1K

Event2026-03-31

Filed2026-05-08

EEM

ISHARES TR

-1.06%

Shares8.9K

Event2026-03-31

Filed2026-05-08

JPM

JPMORGAN CHASE & CO

0.92%

Shares1.6K

Event2026-03-31

Filed2026-05-08

IDEV

ISHARES TR

-0.50%

Shares5.8K

Event2026-03-31

Filed2026-05-08

BIZD

VANECK ETF TRUST

5.70%

Shares36.2K

Event2026-03-31

Filed2026-05-08

PARKER-HANNIFIN CORP

-21.69%

Shares509

Event2026-03-31

Filed2026-05-08

CION

CION INVT CORP

2.94%

Shares66.4K

Event2026-03-31

Filed2026-05-08

PICK

ISHARES INC

-29.37%

Shares8.0K

Event2026-03-31

Filed2026-05-08

GLTR

ABRDN PRECIOUS METALS BASKET

15.75%

Shares2.0K

Event2026-03-31

Filed2026-05-08

AMZN

AMAZON COM INC

-30.32%

Shares2.1K

Event2026-03-31

Filed2026-05-08

CVX

CHEVRON CORPORATION

-0.86%

Shares2.1K

Event2026-03-31

Filed2026-05-08

IEUR

ISHARES TR

-0.39%

Shares6.1K

Event2026-03-31

Filed2026-05-08

EEMV

ISHARES INC

-0.16%

Shares6.4K

Event2026-03-31

Filed2026-05-08

VRP

INVESCO EXCH TRADED FD TR II

3.19%

Shares17.0K

Event2026-03-31

Filed2026-05-08

TJX

TJX COS INC NEW

0.24%

Shares2.5K

Event2026-03-31

Filed2026-05-08

BROADCOM INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-08

ALPHABET INC

-3.14%

Shares1.4K

Event2026-03-31

Filed2026-05-08

RTX

RTX CORPORATION

11.56%

Shares1.8K

Event2026-03-31

Filed2026-05-08

AGG

ISHARES TR

3.44%

Shares3.4K

Event2026-03-31

Filed2026-05-08

IEF

ISHARES TR

11.48%

Shares3.5K

Event2026-03-31

Filed2026-05-08

EATON CORP PLC

13.19%

Shares918

Event2026-03-31

Filed2026-05-08

CPNG

COUPANG INC

0.00%

Shares17.3K

Event2026-03-31

Filed2026-05-08

SHEL

SHELL PLC

New

Shares3.5K

Event2026-03-31

Filed2026-05-08

VISA INC

9.33%

Shares1.0K

Event2026-03-31

Filed2026-05-08

MCK

MCKESSON CORP

New

Shares363

Event2026-03-31

Filed2026-05-08

SHW

SHERWIN WILLIAMS CO

0.95%

Shares954

Event2026-03-31

Filed2026-05-08

VGT

VANGUARD WORLD FD

0.00%

Shares437

Event2026-03-31

Filed2026-05-08

MASTERCARD INCORPORATED

-1.01%

Shares588

Event2026-03-31

Filed2026-05-08

AT&T INC

12.07%

Shares10.1K

Event2026-03-31

Filed2026-05-08

ORCL

ORACLE CORP

6.14%

Shares2.0K

Event2026-03-31

Filed2026-05-08

MLPX

GLOBAL X FDS

4.43%

Shares3.9K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

31.67%

Shares661

Event2026-03-31

Filed2026-05-08

ASML

ASML HLDG NV

-14.96%

Shares216

Event2026-03-31

Filed2026-05-08

BABA

ALIBABA GROUP HLDG LTD

-4.18%

Shares2.2K

Event2026-03-31

Filed2026-05-08

PAVE

GLOBAL X FDS

3.32%

Shares5.4K

Event2026-03-31

Filed2026-05-08

PSX

PHILLIPS 66

New

Shares1.5K

Event2026-03-31

Filed2026-05-08

SRLN

SSGA ACTIVE ETF TR

7.05%

Shares6.8K

Event2026-03-31

Filed2026-05-08

HYEM

VANECK ETF TRUST

2.27%

Shares13.9K

Event2026-03-31

Filed2026-05-08

EMLP

FIRST TR EXCHANGE-TRADED FD

4.86%

Shares6.2K

Event2026-03-31

Filed2026-05-08

RWO

SPDR INDEX SHS FDS

0.58%

Shares5.9K

Event2026-03-31

Filed2026-05-08

CSCO

CISCO SYS INC

6.73%

Shares3.5K

Event2026-03-31

Filed2026-05-08

PLXS

PLEXUS CORP

-26.11%

Shares1.3K

Event2026-03-31

Filed2026-05-08

REM

ISHARES TR

0.91%

Shares12.6K

Event2026-03-31

Filed2026-05-08

TOTL

SSGA ACTIVE ETF TR

3.27%

Shares6.8K

Event2026-03-31

Filed2026-05-08

MSI

MOTOROLA SOLUTIONS INC

New

Shares617

Event2026-03-31

Filed2026-05-08

AME

AMETEK INC

New

Shares1.2K

Event2026-03-31

Filed2026-05-08

CARR

CARRIER GLOBAL CORPORATION

1.45%

Shares4.7K

Event2026-03-31

Filed2026-05-08

CME

CME GROUP INC

-0.56%

Shares890

Event2026-03-31

Filed2026-05-08

MUB

ISHARES TR

28.38%

Shares2.5K

Event2026-03-31

Filed2026-05-08

PGHY

INVESCO EXCH TRADED FD TR II

4.38%

Shares13.3K

Event2026-03-31

Filed2026-05-08

MEDTRONIC PLC

4.15%

Shares3.0K

Event2026-03-31

Filed2026-05-08

NDAQ

NASDAQ INC

1.89%

Shares3.0K

Event2026-03-31

Filed2026-05-08

KMB

KIMBERLY-CLARK CORP

1.26%

Shares2.6K

Event2026-03-31

Filed2026-05-08

SJNK

SPDR SERIES TRUST

3.88%

Shares10.1K

Event2026-03-31

Filed2026-05-08

MCO

MOODYS CORP

4.58%

Shares571

Event2026-03-31

Filed2026-05-08

BOND

PIMCO ETF TR

4.20%

Shares2.7K

Event2026-03-31

Filed2026-05-08

COP

CONOCOPHILLIPS

New

Shares1.9K

Event2026-03-31

Filed2026-05-08

HDB

HDFC BANK LTD

-5.85%

Shares9.9K

Event2026-03-31

Filed2026-05-08

NVS

NOVARTIS AG

-7.43%

Shares1.6K

Event2026-03-31

Filed2026-05-08

KTB

KONTOOR BRANDS INC

New

Shares3.4K

Event2026-03-31

Filed2026-05-08

INVESCO QQQ TR

-5.73%

Shares411

Event2026-03-31

Filed2026-05-08

HSY

HERSHEY CO

New

Shares1.1K

Event2026-03-31

Filed2026-05-08

AMD

ADVANCED MICRO DEVICES INC

6.74%

Shares1.1K

Event2026-03-31

Filed2026-05-08

BNDW

VANGUARD SCOTTSDALE FDS

4.11%

Shares3.4K

Event2026-03-31

Filed2026-05-08

KMI

KINDER MORGAN INC DEL

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

VANGUARD INDEX FDS

0.79%

Shares384

Event2026-03-31

Filed2026-05-08

VUG

VANGUARD INDEX FDS

3.19%

Shares518

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE CO

-0.20%

Shares1.5K

Event2026-03-31

Filed2026-05-08

SRVR

PACER FDS TR

New

Shares7.0K

Event2026-03-31

Filed2026-05-08

MERCK & CO INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN INC

New

Shares610

Event2026-03-31

Filed2026-05-08

ADP

AUTOMATIC DATA PROCESSING IN

4.50%

Shares1.0K

Event2026-03-31

Filed2026-05-08

BERKSHIRE HATHAWAY INC DEL

New

Shares439

Event2026-03-31

Filed2026-05-08

TDTT

FLEXSHARES TR

New

Shares8.7K

Event2026-03-31

Filed2026-05-08

WEC ENERGY GROUP INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-08

DBMF

LITMAN GREGORY FDS TR

New

Shares6.9K

Event2026-03-31

Filed2026-05-08

VERIZON COMMUNICATIONS INC

New

Shares4.1K

Event2026-03-31

Filed2026-05-08

FPE

FIRST TR EXCH TRADED FD III

3.58%

Shares11.6K

Event2026-03-31

Filed2026-05-08

OTF

BLUE OWL TECHNOLOGY FIN CORP

New

Shares16.6K

Event2026-03-31

Filed2026-05-08

KLAR

KLARNA GROUP PLC

New

Shares10.7K

Event2026-03-31

Filed2026-05-08

HLN

HALEON PLC

-1.44%

Shares10.1K

Event2026-03-31

Filed2026-05-08

HUMA

HUMACYTE INC

-0.47%

Shares105.4K

Event2026-03-31

Filed2026-05-08

ABEV

AMBEV SA

1.73%

Shares16.0K

Event2026-03-31

Filed2026-05-08

READY CAPITAL CORP

0.00%

Shares25.2K

Event2026-03-31

Filed2026-05-08

VGZ

VISTA GOLD CORP

0.00%

Shares12.5K

Event2026-03-31

Filed2026-05-08

CHRS

COHERUS ONCOLOGY INC

0.00%

Shares11.5K

Event2026-03-31

Filed2026-05-08

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available