Sponsored

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

Currently, Exit Wealth Advisors, LLC. holds 130 types of securities in its portfolio with a total value $194.2M. In the most recent quarter, they have increased their positions in USFR (+689.0K shares, valued at $34.7M), SGOV (+90.8K shares, valued at $9.1M), CVX (+13.4K shares, valued at $2.8M); decreased their positions in BIL (-118.8K shares, valued at $10.9M), WDC (-10.4K shares, valued at $2.8M), SLV (-36.0K shares, valued at $2.5M); initiated new positions in SGOV (+90.8K shares, valued at $9.1M), CVX (+13.4K shares, valued at $2.8M), EXEL (+62.8K shares, valued at $2.7M).

1M P&L

+4.5M+3.75%

3M P&L

+4.1M+3.38%

HY P&L

+6.9M+5.87%

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/A59.2M

44.4%

2Auto Manufacturers10.2M

7.6%

3Software - Infrastructure9.8M

7.4%

Top Industries by Stock Count

1N/A45 stocks

41.7%

2Internet Retail5 stocks

4.6%

3Software - Infrastructure5 stocks

4.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

USFR WISDOMTREE TR832.4K shares480.13%2026-03-312026-05-11

ISHARES GOLD TR ISHARES GOLD TR120.2K shares4.79%2026-03-312026-05-11

SGOV ISHARES TR90.8K sharesnew addition2026-03-312026-05-11

TSLA TESLA INC23.0K shares7.70%2026-03-312026-05-11

AAPL APPLE INC24.7K shares9.70%2026-03-312026-05-11

NVDA NVIDIA CORPORATION35.4K shares22.84%2026-03-312026-05-11

MSFT MICROSOFT CORP16.3K shares1.59%2026-03-312026-05-11

ILF ISHARES TR115.7K shares1.74%2026-03-312026-05-11

Sponsored

GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET134.9K shares11.59%2026-03-312026-05-11

AMZN AMAZON COM INC18.6K shares6.91%2026-03-312026-05-11

SLV ISHARES SILVER TR49.5K shares-42.14%2026-03-312026-05-11

MO ALTRIA GROUP INC47.1K shares5.45%2026-03-312026-05-11

INVESCO QQQ TR INVESCO QQQ TR5.0K shares-24.67%2026-03-312026-05-11

CVX CHEVRON CORPORATION13.4K sharesnew addition2026-03-312026-05-11

BMY BRISTOL-MYERS SQUIBB CO45.0K shares-2.23%2026-03-312026-05-11

EXEL EXELIXIS INC62.8K sharesnew addition2026-03-312026-05-11

Sponsored

VTIP VANGUARD MALVERN FDS51.3K sharesnew addition2026-03-312026-05-11

VANGUARD INDEX FDS VANGUARD INDEX FDS4.0K shares8.95%2026-03-312026-05-11

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T11.9K shares90.88%2026-03-312026-05-11

ARISTA NETWORKS INC ARISTA NETWORKS INC18.5K shares19.52%2026-03-312026-05-11

LQD ISHARES TR19.9K shares4.97%2026-03-312026-05-11

UGA UNITED STS GASOLINE FD LP20.3K shares-36.16%2026-03-312026-05-11

LAM RESEARCH CORP LAM RESEARCH CORP8.2K shares-37.79%2026-03-312026-05-11

USO UNITED STS OIL FD LP13.6K sharesnew addition2026-03-312026-05-11

Sponsored

ALPHABET INC ALPHABET INC5.9K shares8.14%2026-03-312026-05-11

ALPHABET INC ALPHABET INC5.7K shares6.37%2026-03-312026-05-11

BITWISE 10 CRYPTO INDEX ETF BITWISE 10 CRYPTO INDEX ETF33.2K shares-23.10%2026-03-312026-05-11

TBIL RBB FD INC29.6K shares264.24%2026-03-312026-05-11

AAAU GOLDMAN SACHS PHYSICAL GOLD31.3K shares0.00%2026-03-312026-05-11

VXUS VANGUARD STAR FDS17.3K shares31.59%2026-03-312026-05-11

ALPS ETF TR ALPS ETF TR24.9K shares2.54%2026-03-312026-05-11

MWA MUELLER WTR PRODS INC47.1K sharesnew addition2026-03-312026-05-11

Sponsored

BIL SPDR SERIES TRUST13.9K shares-89.51%2026-03-312026-05-11

TIP ISHARES TR11.4K shares37.82%2026-03-312026-05-11

DBB INVESCO DB MULTI-SECTOR COMM45.4K shares324.97%2026-03-312026-05-11

CROX CROCS INC12.7K sharesnew addition2026-03-312026-05-11

JAAA JANUS DETROIT STR TR20.5K sharesnew addition2026-03-312026-05-11

SPYM SPDR SERIES TRUST13.1K shares24.67%2026-03-312026-05-11

PSLV SPROTT ASSET MANAGEMENT LP41.2K shares-66.44%2026-03-312026-05-11

IBIT ISHARES BITCOIN TRUST ETF25.3K shares254.02%2026-03-312026-05-11

Sponsored

VDE VANGUARD WORLD FD5.6K sharesnew addition2026-03-312026-05-11

TLT ISHARES TR9.6K sharesnew addition2026-03-312026-05-11

GBTC GRAYSCALE BITCOIN TRUST ETF15.7K shares0.00%2026-03-312026-05-11

AMRK GOLD COM INC20.6K sharesnew addition2026-03-312026-05-11

RDVY FIRST TR EXCHANGE TRADED FD11.7K shares49.78%2026-03-312026-05-11

XLU SELECT SECTOR SPDR TR17.3K shares36.22%2026-03-312026-05-11

GLW CORNING INC5.8K sharesnew addition2026-03-312026-05-11

WDC WESTERN DIGITAL CORP2.9K shares-78.40%2026-03-312026-05-11

Sponsored

IVE ISHARES TR3.5K shares61.24%2026-03-312026-05-11

XLP SELECT SECTOR SPDR TR9.1K shares29.18%2026-03-312026-05-11

PPA INVESCO EXCHANGE TRADED FD T4.3K shares133.67%2026-03-312026-05-11

ETH GRAYSCALE ETHEREUM STAKING36.2K shares27.35%2026-03-312026-05-11

IJH ISHARES TR10.6K shares23.38%2026-03-312026-05-11

ITOT ISHARES TR4.7K shares1.14%2026-03-312026-05-11

GRAYSCALE SOLANA STAKING ETF GRAYSCALE SOLANA STAKING ETF107.9K shares77.85%2026-03-312026-05-11

QQQM INVESCO EXCH TRADED FD TR II2.7K shares52.72%2026-03-312026-05-11

Sponsored

POWI POWER INTEGRATIONS INC12.6K shares4.49%2026-03-312026-05-11

CORE NATURAL RESOURCES INC CORE NATURAL RESOURCES INC6.2K shares4.57%2026-03-312026-05-11

COHERENT CORP COHERENT CORP2.6K sharesnew addition2026-03-312026-05-11

SIMPLIFY EXCHANGE TRADED FUN SIMPLIFY EXCHANGE TRADED FUN24.2K sharesnew addition2026-03-312026-05-11

VTI VANGUARD INDEX FDS1.9K sharesnew addition2026-03-312026-05-11

IYR ISHARES TR6.4K shares-12.39%2026-03-312026-05-11

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares14.18%2026-03-312026-05-11

FSM FORTUNA MNG CORP59.3K sharesnew addition2026-03-312026-05-11

Sponsored

SVM SILVERCORP METALS INC52.8K sharesnew addition2026-03-312026-05-11

PAAS PAN AMERN SILVER CORP10.1K sharesnew addition2026-03-312026-05-11

AG FIRST MAJESTIC SILVER CORP25.0K sharesnew addition2026-03-312026-05-11

PM PHILIP MORRIS INTL INC3.2K shares1.00%2026-03-312026-05-11

COIN COINBASE GLOBAL INC2.9K shares5.94%2026-03-312026-05-11

XOM EXXON MOBIL CORP3.0K shares9.71%2026-03-312026-05-11

TEX TEREX CORP NEW8.6K sharesnew addition2026-03-312026-05-11

META META PLATFORMS INC885 shares9.39%2026-03-312026-05-11

Sponsored

NWE NORTHWESTERN ENERGY GROUP IN7.3K sharesnew addition2026-03-312026-05-11

VC VISTEON CORP5.3K sharesnew addition2026-03-312026-05-11

AMD ADVANCED MICRO DEVICES INC2.3K shares0.47%2026-03-312026-05-11

BITB BITWISE BITCOIN ETF TR12.6K shares-18.13%2026-03-312026-05-11

HD HOME DEPOT INC1.4K shares0.36%2026-03-312026-05-11

MEDP MEDPACE HLDGS INC927 shares-78.18%2026-03-312026-05-11

IGLD FIRST TR EXCHANGE-TRADED FD17.4K shares66.77%2026-03-312026-05-11

BTI BRITISH AMERN TOB PLC7.4K shares1.47%2026-03-312026-05-11

Sponsored

HOOD ROBINHOOD MKTS INC5.9K shares23.45%2026-03-312026-05-11

GLD SPDR GOLD TR949 shares11.78%2026-03-312026-05-11

R RYDER SYS INC1.9K sharesnew addition2026-03-312026-05-11

AIRR FIRST TR EXCHANGE TRADED FD3.6K shares11.39%2026-03-312026-05-11

ETHE GRAYSCALE ETHEREUM STAKING E23.2K shares-6.10%2026-03-312026-05-11

VODAFONE GROUP PLC VODAFONE GROUP PLC25.9K sharesnew addition2026-03-312026-05-11

TLH ISHARES TR3.8K shares62.47%2026-03-312026-05-11

IBM INTERNATIONAL BUSINESS MACHS1.5K shares4.66%2026-03-312026-05-11

Sponsored

FOX FOX CORP6.8K shares-13.70%2026-03-312026-05-11

WMT WALMART INC2.9K shares0.28%2026-03-312026-05-11

DLTR DOLLAR TREE INC3.3K sharesnew addition2026-03-312026-05-11

PLTR PALANTIR TECHNOLOGIES INC2.3K shares3.00%2026-03-312026-05-11

VGT VANGUARD WORLD FD485 shares0.41%2026-03-312026-05-11

GDX VANECK ETF TRUST3.7K shares-5.05%2026-03-312026-05-11

CRWD CROWDSTRIKE HLDGS INC855 shares1.42%2026-03-312026-05-11

CINF CINCINNATI FINL CORP1.8K shares0.49%2026-03-312026-05-11

Sponsored

QUAL ISHARES TR1.5K shares0.20%2026-03-312026-05-11

RTX RTX CORPORATION1.5K shares3.85%2026-03-312026-05-11

JNJ JOHNSON & JOHNSON1.1K shares-1.47%2026-03-312026-05-11

EPI WISDOMTREE TR6.7K shares-17.47%2026-03-312026-05-11

JCPB J P MORGAN EXCHANGE TRADED F5.7K sharesnew addition2026-03-312026-05-11

JPM JPMORGAN CHASE & CO909 shares38.36%2026-03-312026-05-11

CPER UNITED STS COMMODITY INDEX F7.7K sharesnew addition2026-03-312026-05-11

MERCK & CO INC MERCK & CO INC2.2K shares6.48%2026-03-312026-05-11

Sponsored

CGDV CAPITAL GROUP DIVIDEND VALUE6.1K sharesnew addition2026-03-312026-05-11

FNV FRANCO NEV CORP1.0K shares4.17%2026-03-312026-05-11

NFLX NETFLIX INC.2.6K sharesnew addition2026-03-312026-05-11

XLE SELECT SECTOR SPDR TR4.0K sharesnew addition2026-03-312026-05-11

GILD GILEAD SCIENCES INC1.7K shares1.10%2026-03-312026-05-11

VFVA VANGUARD WELLINGTON FD1.8K shares0.51%2026-03-312026-05-11

BND VANGUARD BD INDEX FDS3.2K sharesnew addition2026-03-312026-05-11

CEG CONSTELLATION ENERGY CORP853 shares44.58%2026-03-312026-05-11

Sponsored

DFIV DIMENSIONAL ETF TRUST4.5K shares0.20%2026-03-312026-05-11

DFEV DIMENSIONAL ETF TRUST6.5K shares0.09%2026-03-312026-05-11

AVUV AMERICAN CENTY ETF TR2.1K sharesnew addition2026-03-312026-05-11

BP BP PLC4.9K sharesnew addition2026-03-312026-05-11

URNM SPROTT FDS TR3.5K sharesnew addition2026-03-312026-05-11

COST COSTCO WHOLESALE CORPORATION223 sharesnew addition2026-03-312026-05-11

GS GOLDMAN SACHS GROUP INC259 shares0.39%2026-03-312026-05-11

SHOP SHOPIFY INC1.8K shares3.21%2026-03-312026-05-11

Sponsored

STRK STRATEGY INC3.0K sharesnew addition2026-03-312026-05-11

V VISA INC697 shares21.64%2026-03-312026-05-11

CNQ CANADIAN NAT RES LTD MED TER4.3K sharesnew addition2026-03-312026-05-11

TDW TIDEWATER INC NEW2.5K sharesnew addition2026-03-312026-05-11

BROADCOM INC BROADCOM INC661 sharesnew addition2026-03-312026-05-11

SSK ETF OPPORTUNITIES TRUST14.7K shares-12.16%2026-03-312026-05-11

MSOS ADVISORSHARES TR26.7K shares-6.79%2026-03-312026-05-11

SUIG SUI GROUP HOLDINGS LIMITED17.0K shares30.77%2026-03-312026-05-11

Sponsored

MIST MILESTONE PHARMACEUTICALS IN15.0K sharesnew addition2026-03-312026-05-11

NFE NEW FORTRESS ENERGY INC17.4K shares6.10%2026-03-312026-05-11

USFR

WISDOMTREE TR

480.13%

Shares832.4K

Event2026-03-31

Filed2026-05-11

ISHARES GOLD TR

4.79%

Shares120.2K

Event2026-03-31

Filed2026-05-11

SGOV

ISHARES TR

New

Shares90.8K

Event2026-03-31

Filed2026-05-11

TSLA

TESLA INC

7.70%

Shares23.0K

Event2026-03-31

Filed2026-05-11

AAPL

APPLE INC

9.70%

Shares24.7K

Event2026-03-31

Filed2026-05-11

NVDA

NVIDIA CORPORATION

22.84%

Shares35.4K

Event2026-03-31

Filed2026-05-11

MSFT

MICROSOFT CORP

1.59%

Shares16.3K

Event2026-03-31

Filed2026-05-11

ILF

ISHARES TR

1.74%

Shares115.7K

Event2026-03-31

Filed2026-05-11

GRAYSCALE BITCOIN MINI TR ET

11.59%

Shares134.9K

Event2026-03-31

Filed2026-05-11

AMZN

AMAZON COM INC

6.91%

Shares18.6K

Event2026-03-31

Filed2026-05-11

SLV

ISHARES SILVER TR

-42.14%

Shares49.5K

Event2026-03-31

Filed2026-05-11

ALTRIA GROUP INC

5.45%

Shares47.1K

Event2026-03-31

Filed2026-05-11

INVESCO QQQ TR

-24.67%

Shares5.0K

Event2026-03-31

Filed2026-05-11

CVX

CHEVRON CORPORATION

New

Shares13.4K

Event2026-03-31

Filed2026-05-11

BMY

BRISTOL-MYERS SQUIBB CO

-2.23%

Shares45.0K

Event2026-03-31

Filed2026-05-11

EXEL

EXELIXIS INC

New

Shares62.8K

Event2026-03-31

Filed2026-05-11

VTIP

VANGUARD MALVERN FDS

New

Shares51.3K

Event2026-03-31

Filed2026-05-11

VANGUARD INDEX FDS

8.95%

Shares4.0K

Event2026-03-31

Filed2026-05-11

INVESCO EXCHANGE TRADED FD T

90.88%

Shares11.9K

Event2026-03-31

Filed2026-05-11

ARISTA NETWORKS INC

19.52%

Shares18.5K

Event2026-03-31

Filed2026-05-11

LQD

ISHARES TR

4.97%

Shares19.9K

Event2026-03-31

Filed2026-05-11

UGA

UNITED STS GASOLINE FD LP

-36.16%

Shares20.3K

Event2026-03-31

Filed2026-05-11

LAM RESEARCH CORP

-37.79%

Shares8.2K

Event2026-03-31

Filed2026-05-11

USO

UNITED STS OIL FD LP

New

Shares13.6K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

8.14%

Shares5.9K

Event2026-03-31

Filed2026-05-11

ALPHABET INC

6.37%

Shares5.7K

Event2026-03-31

Filed2026-05-11

BITWISE 10 CRYPTO INDEX ETF

-23.10%

Shares33.2K

Event2026-03-31

Filed2026-05-11

TBIL

RBB FD INC

264.24%

Shares29.6K

Event2026-03-31

Filed2026-05-11

AAAU

GOLDMAN SACHS PHYSICAL GOLD

0.00%

Shares31.3K

Event2026-03-31

Filed2026-05-11

VXUS

VANGUARD STAR FDS

31.59%

Shares17.3K

Event2026-03-31

Filed2026-05-11

ALPS ETF TR

2.54%

Shares24.9K

Event2026-03-31

Filed2026-05-11

MWA

MUELLER WTR PRODS INC

New

Shares47.1K

Event2026-03-31

Filed2026-05-11

BIL

SPDR SERIES TRUST

-89.51%

Shares13.9K

Event2026-03-31

Filed2026-05-11

TIP

ISHARES TR

37.82%

Shares11.4K

Event2026-03-31

Filed2026-05-11

DBB

INVESCO DB MULTI-SECTOR COMM

324.97%

Shares45.4K

Event2026-03-31

Filed2026-05-11

CROX

CROCS INC

New

Shares12.7K

Event2026-03-31

Filed2026-05-11

JAAA

JANUS DETROIT STR TR

New

Shares20.5K

Event2026-03-31

Filed2026-05-11

SPYM

SPDR SERIES TRUST

24.67%

Shares13.1K

Event2026-03-31

Filed2026-05-11

PSLV

SPROTT ASSET MANAGEMENT LP

-66.44%

Shares41.2K

Event2026-03-31

Filed2026-05-11

IBIT

ISHARES BITCOIN TRUST ETF

254.02%

Shares25.3K

Event2026-03-31

Filed2026-05-11

VDE

VANGUARD WORLD FD

New

Shares5.6K

Event2026-03-31

Filed2026-05-11

TLT

ISHARES TR

New

Shares9.6K

Event2026-03-31

Filed2026-05-11

GBTC

GRAYSCALE BITCOIN TRUST ETF

0.00%

Shares15.7K

Event2026-03-31

Filed2026-05-11

AMRK

GOLD COM INC

New

Shares20.6K

Event2026-03-31

Filed2026-05-11

RDVY

FIRST TR EXCHANGE TRADED FD

49.78%

Shares11.7K

Event2026-03-31

Filed2026-05-11

XLU

SELECT SECTOR SPDR TR

36.22%

Shares17.3K

Event2026-03-31

Filed2026-05-11

GLW

CORNING INC

New

Shares5.8K

Event2026-03-31

Filed2026-05-11

WDC

WESTERN DIGITAL CORP

-78.40%

Shares2.9K

Event2026-03-31

Filed2026-05-11

IVE

ISHARES TR

61.24%

Shares3.5K

Event2026-03-31

Filed2026-05-11

XLP

SELECT SECTOR SPDR TR

29.18%

Shares9.1K

Event2026-03-31

Filed2026-05-11

PPA

INVESCO EXCHANGE TRADED FD T

133.67%

Shares4.3K

Event2026-03-31

Filed2026-05-11

ETH

GRAYSCALE ETHEREUM STAKING

27.35%

Shares36.2K

Event2026-03-31

Filed2026-05-11

IJH

ISHARES TR

23.38%

Shares10.6K

Event2026-03-31

Filed2026-05-11

ITOT

ISHARES TR

1.14%

Shares4.7K

Event2026-03-31

Filed2026-05-11

GRAYSCALE SOLANA STAKING ETF

77.85%

Shares107.9K

Event2026-03-31

Filed2026-05-11

QQQM

INVESCO EXCH TRADED FD TR II

52.72%

Shares2.7K

Event2026-03-31

Filed2026-05-11

POWI

POWER INTEGRATIONS INC

4.49%

Shares12.6K

Event2026-03-31

Filed2026-05-11

CORE NATURAL RESOURCES INC

4.57%

Shares6.2K

Event2026-03-31

Filed2026-05-11

COHERENT CORP

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

SIMPLIFY EXCHANGE TRADED FUN

New

Shares24.2K

Event2026-03-31

Filed2026-05-11

VTI

VANGUARD INDEX FDS

New

Shares1.9K

Event2026-03-31

Filed2026-05-11

IYR

ISHARES TR

-12.39%

Shares6.4K

Event2026-03-31

Filed2026-05-11

BERKSHIRE HATHAWAY INC DEL

14.18%

Shares1.2K

Event2026-03-31

Filed2026-05-11

FSM

FORTUNA MNG CORP

New

Shares59.3K

Event2026-03-31

Filed2026-05-11

SVM

SILVERCORP METALS INC

New

Shares52.8K

Event2026-03-31

Filed2026-05-11

PAAS

PAN AMERN SILVER CORP

New

Shares10.1K

Event2026-03-31

Filed2026-05-11

FIRST MAJESTIC SILVER CORP

New

Shares25.0K

Event2026-03-31

Filed2026-05-11

PHILIP MORRIS INTL INC

1.00%

Shares3.2K

Event2026-03-31

Filed2026-05-11

COIN

COINBASE GLOBAL INC

5.94%

Shares2.9K

Event2026-03-31

Filed2026-05-11

XOM

EXXON MOBIL CORP

9.71%

Shares3.0K

Event2026-03-31

Filed2026-05-11

TEX

TEREX CORP NEW

New

Shares8.6K

Event2026-03-31

Filed2026-05-11

META

META PLATFORMS INC

9.39%

Shares885

Event2026-03-31

Filed2026-05-11

NWE

NORTHWESTERN ENERGY GROUP IN

New

Shares7.3K

Event2026-03-31

Filed2026-05-11

VISTEON CORP

New

Shares5.3K

Event2026-03-31

Filed2026-05-11

AMD

ADVANCED MICRO DEVICES INC

0.47%

Shares2.3K

Event2026-03-31

Filed2026-05-11

BITB

BITWISE BITCOIN ETF TR

-18.13%

Shares12.6K

Event2026-03-31

Filed2026-05-11

HOME DEPOT INC

0.36%

Shares1.4K

Event2026-03-31

Filed2026-05-11

MEDP

MEDPACE HLDGS INC

-78.18%

Shares927

Event2026-03-31

Filed2026-05-11

IGLD

FIRST TR EXCHANGE-TRADED FD

66.77%

Shares17.4K

Event2026-03-31

Filed2026-05-11

BTI

BRITISH AMERN TOB PLC

1.47%

Shares7.4K

Event2026-03-31

Filed2026-05-11

HOOD

ROBINHOOD MKTS INC

23.45%

Shares5.9K

Event2026-03-31

Filed2026-05-11

GLD

SPDR GOLD TR

11.78%

Shares949

Event2026-03-31

Filed2026-05-11

RYDER SYS INC

New

Shares1.9K

Event2026-03-31

Filed2026-05-11

AIRR

FIRST TR EXCHANGE TRADED FD

11.39%

Shares3.6K

Event2026-03-31

Filed2026-05-11

ETHE

GRAYSCALE ETHEREUM STAKING E

-6.10%

Shares23.2K

Event2026-03-31

Filed2026-05-11

VODAFONE GROUP PLC

New

Shares25.9K

Event2026-03-31

Filed2026-05-11

TLH

ISHARES TR

62.47%

Shares3.8K

Event2026-03-31

Filed2026-05-11

IBM

INTERNATIONAL BUSINESS MACHS

4.66%

Shares1.5K

Event2026-03-31

Filed2026-05-11

FOX

FOX CORP

-13.70%

Shares6.8K

Event2026-03-31

Filed2026-05-11

WMT

WALMART INC

0.28%

Shares2.9K

Event2026-03-31

Filed2026-05-11

DLTR

DOLLAR TREE INC

New

Shares3.3K

Event2026-03-31

Filed2026-05-11

PLTR

PALANTIR TECHNOLOGIES INC

3.00%

Shares2.3K

Event2026-03-31

Filed2026-05-11

VGT

VANGUARD WORLD FD

0.41%

Shares485

Event2026-03-31

Filed2026-05-11

GDX

VANECK ETF TRUST

-5.05%

Shares3.7K

Event2026-03-31

Filed2026-05-11

CRWD

CROWDSTRIKE HLDGS INC

1.42%

Shares855

Event2026-03-31

Filed2026-05-11

CINF

CINCINNATI FINL CORP

0.49%

Shares1.8K

Event2026-03-31

Filed2026-05-11

QUAL

ISHARES TR

0.20%

Shares1.5K

Event2026-03-31

Filed2026-05-11

RTX

RTX CORPORATION

3.85%

Shares1.5K

Event2026-03-31

Filed2026-05-11

JNJ

JOHNSON & JOHNSON

-1.47%

Shares1.1K

Event2026-03-31

Filed2026-05-11

EPI

WISDOMTREE TR

-17.47%

Shares6.7K

Event2026-03-31

Filed2026-05-11

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares5.7K

Event2026-03-31

Filed2026-05-11

JPM

JPMORGAN CHASE & CO

38.36%

Shares909

Event2026-03-31

Filed2026-05-11

CPER

UNITED STS COMMODITY INDEX F

New

Shares7.7K

Event2026-03-31

Filed2026-05-11

MERCK & CO INC

6.48%

Shares2.2K

Event2026-03-31

Filed2026-05-11

CGDV

CAPITAL GROUP DIVIDEND VALUE

New

Shares6.1K

Event2026-03-31

Filed2026-05-11

FNV

FRANCO NEV CORP

4.17%

Shares1.0K

Event2026-03-31

Filed2026-05-11

NFLX

NETFLIX INC.

New

Shares2.6K

Event2026-03-31

Filed2026-05-11

XLE

SELECT SECTOR SPDR TR

New

Shares4.0K

Event2026-03-31

Filed2026-05-11

GILD

GILEAD SCIENCES INC

1.10%

Shares1.7K

Event2026-03-31

Filed2026-05-11

VFVA

VANGUARD WELLINGTON FD

0.51%

Shares1.8K

Event2026-03-31

Filed2026-05-11

BND

VANGUARD BD INDEX FDS

New

Shares3.2K

Event2026-03-31

Filed2026-05-11

CEG

CONSTELLATION ENERGY CORP

44.58%

Shares853

Event2026-03-31

Filed2026-05-11

DFIV

DIMENSIONAL ETF TRUST

0.20%

Shares4.5K

Event2026-03-31

Filed2026-05-11

DFEV

DIMENSIONAL ETF TRUST

0.09%

Shares6.5K

Event2026-03-31

Filed2026-05-11

AVUV

AMERICAN CENTY ETF TR

New

Shares2.1K

Event2026-03-31

Filed2026-05-11

BP PLC

New

Shares4.9K

Event2026-03-31

Filed2026-05-11

URNM

SPROTT FDS TR

New

Shares3.5K

Event2026-03-31

Filed2026-05-11

COST

COSTCO WHOLESALE CORPORATION

New

Shares223

Event2026-03-31

Filed2026-05-11

GOLDMAN SACHS GROUP INC

0.39%

Shares259

Event2026-03-31

Filed2026-05-11

SHOP

SHOPIFY INC

3.21%

Shares1.8K

Event2026-03-31

Filed2026-05-11

STRK

STRATEGY INC

New

Shares3.0K

Event2026-03-31

Filed2026-05-11

VISA INC

21.64%

Shares697

Event2026-03-31

Filed2026-05-11

CNQ

CANADIAN NAT RES LTD MED TER

New

Shares4.3K

Event2026-03-31

Filed2026-05-11

TDW

TIDEWATER INC NEW

New

Shares2.5K

Event2026-03-31

Filed2026-05-11

BROADCOM INC

New

Shares661

Event2026-03-31

Filed2026-05-11

SSK

ETF OPPORTUNITIES TRUST

-12.16%

Shares14.7K

Event2026-03-31

Filed2026-05-11

MSOS

ADVISORSHARES TR

-6.79%

Shares26.7K

Event2026-03-31

Filed2026-05-11

SUIG

SUI GROUP HOLDINGS LIMITED

30.77%

Shares17.0K

Event2026-03-31

Filed2026-05-11

MIST

MILESTONE PHARMACEUTICALS IN

New

Shares15.0K

Event2026-03-31

Filed2026-05-11

NFE

NEW FORTRESS ENERGY INC

6.10%

Shares17.4K

Event2026-03-31

Filed2026-05-11

Call Option Holdings

No call option holdings data available

Put Option Holdings

INVESCO QQQ TR Put PutINVESCO QQQ TR600 sharesnew addition2026-03-312026-05-11

INVESCO QQQ TR Put

INVESCO QQQ TR

New

Shares600

Event2026-03-31

Filed2026-05-11