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The Analysis of FINANCIAL DISCOVERY GROUP INC's Holdings & P&L

Currently, FINANCIAL DISCOVERY GROUP INC holds 16 types of securities in its portfolio with a total value $42.8M. In the most recent quarter, they have increased their positions in SGOV (+121.3K shares, valued at $12.2M), BOND (+56.0K shares, valued at $5.2M), XLP (+43.0K shares, valued at $3.5M); initiated new positions in SGOV (+121.3K shares, valued at $12.2M), BOND (+56.0K shares, valued at $5.2M), XLP (+43.0K shares, valued at $3.5M).

1M P&L

+655.6K+1.53%

3M P&L

+379.4K+0.88%

HY P&L

+1.1M+2.68%

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/A42.8M

100.0%

Top Industries by Stock Count

1N/A16 stocks

100.0%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SGOV ISHARES TR121.3K sharesnew addition2026-03-312026-05-07

BOND PIMCO ETF TR56.0K sharesnew addition2026-03-312026-05-07

XLP SELECT SECTOR SPDR TR43.0K sharesnew addition2026-03-312026-05-07

CTA SIMPLIFY EXCHANGE TRADED FUN116.6K sharesnew addition2026-03-312026-05-07

XLU SELECT SECTOR SPDR TR65.5K sharesnew addition2026-03-312026-05-07

XLE SELECT SECTOR SPDR TR47.1K sharesnew addition2026-03-312026-05-07

XLV SELECT SECTOR SPDR TR17.8K sharesnew addition2026-03-312026-05-07

SHV ISHARES TR22.9K sharesnew addition2026-03-312026-05-07

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EFA ISHARES TR16.5K sharesnew addition2026-03-312026-05-07

IWD ISHARES TR7.4K sharesnew addition2026-03-312026-05-07

SPHD INVESCO EXCH TRADED FD TR II22.8K sharesnew addition2026-03-312026-05-07

SPY STATE STR SPDR S&P 500 ETF T1.3K sharesnew addition2026-03-312026-05-07

MUNI PIMCO ETF TR13.9K sharesnew addition2026-03-312026-05-07

VTI VANGUARD INDEX FDS2.2K sharesnew addition2026-03-312026-05-07

VEA VANGUARD TAX-MANAGED FDS6.5K sharesnew addition2026-03-312026-05-07

VB VANGUARD INDEX FDS1.3K sharesnew addition2026-03-312026-05-07

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SGOV

ISHARES TR

New

Shares121.3K

Event2026-03-31

Filed2026-05-07

BOND

PIMCO ETF TR

New

Shares56.0K

Event2026-03-31

Filed2026-05-07

XLP

SELECT SECTOR SPDR TR

New

Shares43.0K

Event2026-03-31

Filed2026-05-07

CTA

SIMPLIFY EXCHANGE TRADED FUN

New

Shares116.6K

Event2026-03-31

Filed2026-05-07

XLU

SELECT SECTOR SPDR TR

New

Shares65.5K

Event2026-03-31

Filed2026-05-07

XLE

SELECT SECTOR SPDR TR

New

Shares47.1K

Event2026-03-31

Filed2026-05-07

XLV

SELECT SECTOR SPDR TR

New

Shares17.8K

Event2026-03-31

Filed2026-05-07

SHV

ISHARES TR

New

Shares22.9K

Event2026-03-31

Filed2026-05-07

EFA

ISHARES TR

New

Shares16.5K

Event2026-03-31

Filed2026-05-07

IWD

ISHARES TR

New

Shares7.4K

Event2026-03-31

Filed2026-05-07

SPHD

INVESCO EXCH TRADED FD TR II

New

Shares22.8K

Event2026-03-31

Filed2026-05-07

SPY

STATE STR SPDR S&P 500 ETF T

New

Shares1.3K

Event2026-03-31

Filed2026-05-07

MUNI

PIMCO ETF TR

New

Shares13.9K

Event2026-03-31

Filed2026-05-07

VTI

VANGUARD INDEX FDS

New

Shares2.2K

Event2026-03-31

Filed2026-05-07

VEA

VANGUARD TAX-MANAGED FDS

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

VANGUARD INDEX FDS

New

Shares1.3K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available

FINANCIAL DISCOVERY GROUP INC Institutional Holdings, Portfolio & P&L — TradeFomo