Sponsored

The Analysis of Flaharty Asset Management, LLC's Holdings & P&L

Currently, Flaharty Asset Management, LLC holds 133 types of securities in its portfolio with a total value $805.5M. In the most recent quarter, they have increased their positions in SKYY (+163.8K shares, valued at $17.9M), FTGC (+587.8K shares, valued at $16.9M), N/A (+6.0K shares, valued at $1.2M); decreased their positions in RSPG (-194.3K shares, valued at $21.3M), FTSM (-241.3K shares, valued at $14.4M), JNJ (-3.5K shares, valued at $855.5K); initiated new positions in SKYY (+163.8K shares, valued at $17.9M), N/A (+6.0K shares, valued at $1.2M), N/A (+954 shares, valued at $274.3K).

1M P&L

-78.5M-8.50%

3M P&L

-65.2M-7.16%

HY P&L

-34.3M-3.90%

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/A762.9M

96.1%

2Software - Infrastructure4.7M

0.6%

3Semiconductors3.4M

0.4%

Top Industries by Stock Count

1N/A75 stocks

63.0%

2Software - Infrastructure4 stocks

3.4%

3Semiconductors3 stocks

2.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

MINT PIMCO ETF TR465.7K shares2.48%2026-03-312026-05-05

JAAA JANUS DETROIT STR TR762.2K shares1.72%2026-03-312026-05-05

FTSL FIRST TR EXCHANGE-TRADED FD800.1K shares2.08%2026-03-312026-05-05

XLF SELECT SECTOR SPDR TR640.9K shares1.64%2026-03-312026-05-05

KORP AMERICAN CENTY ETF TR676.6K shares1.51%2026-03-312026-05-05

XCEM COLUMBIA ETF TR II757.3K shares-1.97%2026-03-312026-05-05

FTGC FIRST TR EXCHANGE TRAD FD VI1.0M shares129.35%2026-03-312026-05-05

SDY SPDR SERIES TRUST197.5K shares-0.53%2026-03-312026-05-05

Sponsored

FLGV FRANKLIN TEMPLETON ETF TR1.4M shares1.55%2026-03-312026-05-05

IWF ISHARES TR66.4K shares-2.27%2026-03-312026-05-05

XLI SELECT SECTOR SPDR TR170.5K shares-1.29%2026-03-312026-05-05

RSPG INVESCO EXCHANGE TRADED FD T243.4K shares-44.39%2026-03-312026-05-05

BOND PIMCO ETF TR288.6K shares1.30%2026-03-312026-05-05

IWD ISHARES TR124.5K shares-2.88%2026-03-312026-05-05

PFM INVESCO EXCHANGE TRADED FD T500.0K shares-0.30%2026-03-312026-05-05

TDIV FIRST TR EXCHANGE TRADED FD263.5K shares-0.47%2026-03-312026-05-05

Sponsored

AVUV AMERICAN CENTY ETF TR206.4K shares-1.63%2026-03-312026-05-05

SPBO SPDR SERIES TRUST746.3K shares1.30%2026-03-312026-05-05

PFFD GLOBAL X FDS1.1M shares2.03%2026-03-312026-05-05

JSI JANUS DETROIT STR TR393.1K shares1.78%2026-03-312026-05-05

SKYY FIRST TR EXCHANGE-TRADED FD163.8K sharesnew addition2026-03-312026-05-05

TVAL T ROWE PRICE ETF INC492.4K shares1.34%2026-03-312026-05-05

KNG FIRST TR EXCHANGE-TRADED FD359.2K shares0.90%2026-03-312026-05-05

EMBD GLOBAL X FDS744.3K shares0.79%2026-03-312026-05-05

Sponsored

JPST J P MORGAN EXCHANGE TRADED F332.0K shares1.06%2026-03-312026-05-05

QGRO AMERICAN CENTY ETF TR151.0K shares3.03%2026-03-312026-05-05

UTES ETFIS SER TR I114.4K shares3.67%2026-03-312026-05-05

IWO ISHARES TR26.7K shares-3.10%2026-03-312026-05-05

IJJ ISHARES TR59.3K shares-1.83%2026-03-312026-05-05

JSMD JANUS DETROIT STR TR84.9K shares2.40%2026-03-312026-05-05

RPV INVESCO EXCHANGE TRADED FD T61.7K shares2.41%2026-03-312026-05-05

MFSI MFS ACTIVE EXCHANGE TRADED F209.4K shares1.99%2026-03-312026-05-05

Sponsored

INVESCO QQQ TR INVESCO QQQ TR9.5K shares-5.23%2026-03-312026-05-05

MSFT MICROSOFT CORP9.7K shares-11.82%2026-03-312026-05-05

RDVY FIRST TR EXCHANGE TRADED FD51.5K shares-4.76%2026-03-312026-05-05

CAT CATERPILLAR INC3.9K shares-9.01%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T4.0K shares-4.32%2026-03-312026-05-05

NVDA NVIDIA CORPORATION13.4K shares-7.02%2026-03-312026-05-05

DVY ISHARES TR15.4K shares-6.37%2026-03-312026-05-05

XYLD GLOBAL X FDS58.3K shares4.06%2026-03-312026-05-05

Sponsored

QYLD GLOBAL X FDS123.9K shares4.80%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD12.9K shares-2.75%2026-03-312026-05-05

AAPL APPLE INC8.1K shares-5.33%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON8.0K shares-30.51%2026-03-312026-05-05

VNQ VANGUARD INDEX FDS21.3K shares5.70%2026-03-312026-05-05

FDN FIRST TR EXCHANGE-TRADED FD7.5K shares-0.54%2026-03-312026-05-05

RSPU INVESCO EXCHANGE TRADED FD T18.3K shares3.88%2026-03-312026-05-05

MLPA GLOBAL X FDS26.7K shares5.55%2026-03-312026-05-05

Sponsored

BSCQ INVESCO EXCH TRD SLF IDX FD67.9K shares0.00%2026-03-312026-05-05

VMC VULCAN MATLS CO4.6K shares0.00%2026-03-312026-05-05

IWB ISHARES TR3.4K shares-1.08%2026-03-312026-05-05

ASTRAZENECA PLC ASTRAZENECA PLC6.0K sharesnew addition2026-03-312026-05-05

GLD SPDR GOLD TR2.6K shares-16.34%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD56.0K shares0.00%2026-03-312026-05-05

AMZN AMAZON COM INC5.2K shares0.00%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO3.7K shares2.81%2026-03-312026-05-05

Sponsored

AGG ISHARES TR9.9K shares-40.10%2026-03-312026-05-05

NXTG FIRST TR EXCHANGE-TRADED FD8.6K shares-1.82%2026-03-312026-05-05

LLY ELI LILLY & CO1.0K shares-27.37%2026-03-312026-05-05

WMT WALMART INC6.2K shares3.35%2026-03-312026-05-05

MU MICRON TECHNOLOGY INC2.3K shares18.66%2026-03-312026-05-05

MUB ISHARES TR7.2K shares2.27%2026-03-312026-05-05

XOM EXXON MOBIL CORP4.4K shares-42.51%2026-03-312026-05-05

BSCS INVESCO EXCH TRD SLF IDX FD36.6K shares0.00%2026-03-312026-05-05

Sponsored

VXF VANGUARD INDEX FDS3.5K shares-17.88%2026-03-312026-05-05

LMBS FIRST TR EXCHANGE-TRADED FD14.5K shares0.00%2026-03-312026-05-05

BROADCOM INC BROADCOM INC2.3K shares203.03%2026-03-312026-05-05

HD HOME DEPOT INC2.2K shares0.09%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T3.5K shares0.86%2026-03-312026-05-05

VONV VANGUARD SCOTTSDALE FDS7.1K shares-37.59%2026-03-312026-05-05

JBL JABIL INC2.5K shares0.00%2026-03-312026-05-05

ALPHABET INC ALPHABET INC2.2K shares-3.96%2026-03-312026-05-05

Sponsored

SCHF SCHWAB STRATEGIC TR25.7K shares-23.27%2026-03-312026-05-05

UNH UNITEDHEALTH GROUP INC2.3K shares27.20%2026-03-312026-05-05

IWM ISHARES TR2.5K shares0.00%2026-03-312026-05-05

SLDE SLIDE INS HLDGS INC33.8K shares-37.41%2026-03-312026-05-05

RWL INVESCO EXCH TRADED FD TR II5.3K shares-1.57%2026-03-312026-05-05

JMBS JANUS DETROIT STR TR13.4K shares0.00%2026-03-312026-05-05

MSTR STRATEGY INC4.8K shares91.88%2026-03-312026-05-05

VONG VANGUARD SCOTTSDALE FDS5.2K shares-33.22%2026-03-312026-05-05

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL1.2K shares-1.51%2026-03-312026-05-05

SUB ISHARES TR5.2K shares-18.14%2026-03-312026-05-05

BE BLOOM ENERGY CORP3.9K shares39.29%2026-03-312026-05-05

PG PROCTER & GAMBLE CO3.5K shares0.00%2026-03-312026-05-05

TIP ISHARES TR4.5K shares0.00%2026-03-312026-05-05

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE23.0K shares123.21%2026-03-312026-05-05

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II5.9K shares0.00%2026-03-312026-05-05

ETY EATON VANCE TAX-MANAGED DIVE31.3K shares-3.63%2026-03-312026-05-05

Sponsored

MCD MCDONALDS CORP1.4K shares27.65%2026-03-312026-05-05

SCHC SCHWAB STRATEGIC TR8.9K shares-17.49%2026-03-312026-05-05

MS MORGAN STANLEY2.5K shares0.00%2026-03-312026-05-05

PEG PUBLIC SVC ENTERPRISE GROUP5.1K shares1.14%2026-03-312026-05-05

BAC BANK AMERICA CORP8.2K shares0.20%2026-03-312026-05-05

ORCL ORACLE CORP2.7K shares-5.84%2026-03-312026-05-05

CSCO CISCO SYS INC5.0K shares1.06%2026-03-312026-05-05

MERCK & CO INC MERCK & CO INC3.1K shares0.77%2026-03-312026-05-05

Sponsored

PAVE GLOBAL X FDS7.4K shares0.00%2026-03-312026-05-05

PLTR PALANTIR TECHNOLOGIES INC2.5K shares101.74%2026-03-312026-05-05

GS GOLDMAN SACHS GROUP INC434 shares0.00%2026-03-312026-05-05

VTI VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-05

SCHE SCHWAB STRATEGIC TR10.6K shares-27.48%2026-03-312026-05-05

FTSM FIRST TR EXCHANGE-TRADED FD5.8K shares-97.64%2026-03-312026-05-05

PANW PALO ALTO NETWORKS INC2.1K shares0.00%2026-03-312026-05-05

TSLA TESLA INC894 shares15.35%2026-03-312026-05-05

Sponsored

COST COSTCO WHOLESALE CORPORATION332 shares0.00%2026-03-312026-05-05

AMAT APPLIED MATLS INC957 shares-6.54%2026-03-312026-05-05

T AT&T INC11.1K shares3.73%2026-03-312026-05-05

SO SOUTHERN CO3.3K shares-25.29%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF8.1K shares-21.30%2026-03-312026-05-05

RAVI FLEXSHARES TR4.0K shares0.00%2026-03-312026-05-05

SRRK SCHOLAR ROCK HLDG CORP6.0K shares0.00%2026-03-312026-05-05

HYLS FIRST TR EXCHANGE-TRADED FD7.2K shares0.00%2026-03-312026-05-05

Sponsored

IJH ISHARES TR4.3K shares0.00%2026-03-312026-05-05

META META PLATFORMS INC493 shares-27.92%2026-03-312026-05-05

ALPHABET INC ALPHABET INC954 sharesnew addition2026-03-312026-05-05

KLAC KLA CORP183 shares-32.97%2026-03-312026-05-05

NEE NEXTERA ENERGY INC2.9K sharesnew addition2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.3K shares5.65%2026-03-312026-05-05

PAYX PAYCHEX INC2.9K shares-5.69%2026-03-312026-05-05

SHOP SHOPIFY INC2.1K shares0.00%2026-03-312026-05-05

Sponsored

BSCT INVESCO EXCH TRD SLF IDX FD13.6K shares0.00%2026-03-312026-05-05

AON PLC AON PLC768 shares0.00%2026-03-312026-05-05

NEAR ISHARES U S ETF TR4.8K shares0.00%2026-03-312026-05-05

XLK SELECT SECTOR SPDR TR1.8K shares-13.85%2026-03-312026-05-05

VZ VERIZON COMMUNICATIONS INC4.7K shares-17.78%2026-03-312026-05-05

WFC WELLS FARGO & CO3.0K shares0.00%2026-03-312026-05-05

VTV VANGUARD INDEX FDS1.1K shares0.00%2026-03-312026-05-05

DIS DISNEY WALT CO2.2K shares6.27%2026-03-312026-05-05

Sponsored

PROCAP FINL INC PROCAP FINL INC37.0K shares0.00%2026-03-312026-05-05

WEBULL CORP WEBULL CORP15.8K shares0.00%2026-03-312026-05-05

OPRT OPORTUN FINL CORP16.0K shares0.00%2026-03-312026-05-05

PROCAP FINL INC PROCAP FINL INC172.4K shares0.00%2026-03-312026-05-05

NIOBW NIOCORP DEVS LTD10.0K shares0.00%2026-03-312026-05-05

MINT

PIMCO ETF TR

2.48%

Shares465.7K

Event2026-03-31

Filed2026-05-05

JAAA

JANUS DETROIT STR TR

1.72%

Shares762.2K

Event2026-03-31

Filed2026-05-05

FTSL

FIRST TR EXCHANGE-TRADED FD

2.08%

Shares800.1K

Event2026-03-31

Filed2026-05-05

XLF

SELECT SECTOR SPDR TR

1.64%

Shares640.9K

Event2026-03-31

Filed2026-05-05

KORP

AMERICAN CENTY ETF TR

1.51%

Shares676.6K

Event2026-03-31

Filed2026-05-05

XCEM

COLUMBIA ETF TR II

-1.97%

Shares757.3K

Event2026-03-31

Filed2026-05-05

FTGC

FIRST TR EXCHANGE TRAD FD VI

129.35%

Shares1.0M

Event2026-03-31

Filed2026-05-05

SDY

SPDR SERIES TRUST

-0.53%

Shares197.5K

Event2026-03-31

Filed2026-05-05

FLGV

FRANKLIN TEMPLETON ETF TR

1.55%

Shares1.4M

Event2026-03-31

Filed2026-05-05

IWF

ISHARES TR

-2.27%

Shares66.4K

Event2026-03-31

Filed2026-05-05

XLI

SELECT SECTOR SPDR TR

-1.29%

Shares170.5K

Event2026-03-31

Filed2026-05-05

RSPG

INVESCO EXCHANGE TRADED FD T

-44.39%

Shares243.4K

Event2026-03-31

Filed2026-05-05

BOND

PIMCO ETF TR

1.30%

Shares288.6K

Event2026-03-31

Filed2026-05-05

IWD

ISHARES TR

-2.88%

Shares124.5K

Event2026-03-31

Filed2026-05-05

PFM

INVESCO EXCHANGE TRADED FD T

-0.30%

Shares500.0K

Event2026-03-31

Filed2026-05-05

TDIV

FIRST TR EXCHANGE TRADED FD

-0.47%

Shares263.5K

Event2026-03-31

Filed2026-05-05

AVUV

AMERICAN CENTY ETF TR

-1.63%

Shares206.4K

Event2026-03-31

Filed2026-05-05

SPBO

SPDR SERIES TRUST

1.30%

Shares746.3K

Event2026-03-31

Filed2026-05-05

PFFD

GLOBAL X FDS

2.03%

Shares1.1M

Event2026-03-31

Filed2026-05-05

JSI

JANUS DETROIT STR TR

1.78%

Shares393.1K

Event2026-03-31

Filed2026-05-05

SKYY

FIRST TR EXCHANGE-TRADED FD

New

Shares163.8K

Event2026-03-31

Filed2026-05-05

TVAL

T ROWE PRICE ETF INC

1.34%

Shares492.4K

Event2026-03-31

Filed2026-05-05

KNG

FIRST TR EXCHANGE-TRADED FD

0.90%

Shares359.2K

Event2026-03-31

Filed2026-05-05

EMBD

GLOBAL X FDS

0.79%

Shares744.3K

Event2026-03-31

Filed2026-05-05

JPST

J P MORGAN EXCHANGE TRADED F

1.06%

Shares332.0K

Event2026-03-31

Filed2026-05-05

QGRO

AMERICAN CENTY ETF TR

3.03%

Shares151.0K

Event2026-03-31

Filed2026-05-05

UTES

ETFIS SER TR I

3.67%

Shares114.4K

Event2026-03-31

Filed2026-05-05

IWO

ISHARES TR

-3.10%

Shares26.7K

Event2026-03-31

Filed2026-05-05

IJJ

ISHARES TR

-1.83%

Shares59.3K

Event2026-03-31

Filed2026-05-05

JSMD

JANUS DETROIT STR TR

2.40%

Shares84.9K

Event2026-03-31

Filed2026-05-05

RPV

INVESCO EXCHANGE TRADED FD T

2.41%

Shares61.7K

Event2026-03-31

Filed2026-05-05

MFSI

MFS ACTIVE EXCHANGE TRADED F

1.99%

Shares209.4K

Event2026-03-31

Filed2026-05-05

INVESCO QQQ TR

-5.23%

Shares9.5K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

-11.82%

Shares9.7K

Event2026-03-31

Filed2026-05-05

RDVY

FIRST TR EXCHANGE TRADED FD

-4.76%

Shares51.5K

Event2026-03-31

Filed2026-05-05

CAT

CATERPILLAR INC

-9.01%

Shares3.9K

Event2026-03-31

Filed2026-05-05

SPY

STATE STR SPDR S&P 500 ETF T

-4.32%

Shares4.0K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-7.02%

Shares13.4K

Event2026-03-31

Filed2026-05-05

DVY

ISHARES TR

-6.37%

Shares15.4K

Event2026-03-31

Filed2026-05-05

XYLD

GLOBAL X FDS

4.06%

Shares58.3K

Event2026-03-31

Filed2026-05-05

QYLD

GLOBAL X FDS

4.80%

Shares123.9K

Event2026-03-31

Filed2026-05-05

GRID

FIRST TR EXCHANGE-TRADED FD

-2.75%

Shares12.9K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-5.33%

Shares8.1K

Event2026-03-31

Filed2026-05-05

JNJ

JOHNSON & JOHNSON

-30.51%

Shares8.0K

Event2026-03-31

Filed2026-05-05

VNQ

VANGUARD INDEX FDS

5.70%

Shares21.3K

Event2026-03-31

Filed2026-05-05

FDN

FIRST TR EXCHANGE-TRADED FD

-0.54%

Shares7.5K

Event2026-03-31

Filed2026-05-05

RSPU

INVESCO EXCHANGE TRADED FD T

3.88%

Shares18.3K

Event2026-03-31

Filed2026-05-05

MLPA

GLOBAL X FDS

5.55%

Shares26.7K

Event2026-03-31

Filed2026-05-05

BSCQ

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares67.9K

Event2026-03-31

Filed2026-05-05

VMC

VULCAN MATLS CO

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-05

IWB

ISHARES TR

-1.08%

Shares3.4K

Event2026-03-31

Filed2026-05-05

ASTRAZENECA PLC

New

Shares6.0K

Event2026-03-31

Filed2026-05-05

GLD

SPDR GOLD TR

-16.34%

Shares2.6K

Event2026-03-31

Filed2026-05-05

BSCR

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares56.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-05

JPM

JPMORGAN CHASE & CO

2.81%

Shares3.7K

Event2026-03-31

Filed2026-05-05

AGG

ISHARES TR

-40.10%

Shares9.9K

Event2026-03-31

Filed2026-05-05

NXTG

FIRST TR EXCHANGE-TRADED FD

-1.82%

Shares8.6K

Event2026-03-31

Filed2026-05-05

LLY

ELI LILLY & CO

-27.37%

Shares1.0K

Event2026-03-31

Filed2026-05-05

WMT

WALMART INC

3.35%

Shares6.2K

Event2026-03-31

Filed2026-05-05

MICRON TECHNOLOGY INC

18.66%

Shares2.3K

Event2026-03-31

Filed2026-05-05

MUB

ISHARES TR

2.27%

Shares7.2K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-42.51%

Shares4.4K

Event2026-03-31

Filed2026-05-05

BSCS

INVESCO EXCH TRD SLF IDX FD

0.00%

Shares36.6K

Event2026-03-31

Filed2026-05-05

VXF

VANGUARD INDEX FDS

-17.88%

Shares3.5K

Event2026-03-31

Filed2026-05-05

LMBS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares14.5K

Event2026-03-31

Filed2026-05-05

BROADCOM INC

203.03%

Shares2.3K

Event2026-03-31

Filed2026-05-05

HOME DEPOT INC

0.09%

Shares2.2K

Event2026-03-31

Filed2026-05-05

INVESCO EXCHANGE TRADED FD T

0.86%

Shares3.5K

Event2026-03-31

Filed2026-05-05

VONV

VANGUARD SCOTTSDALE FDS

-37.59%

Shares7.1K

Event2026-03-31

Filed2026-05-05

JBL

JABIL INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-3.96%

Shares2.2K

Event2026-03-31

Filed2026-05-05

SCHF

SCHWAB STRATEGIC TR

-23.27%

Shares25.7K

Event2026-03-31

Filed2026-05-05

UNH

UNITEDHEALTH GROUP INC

27.20%

Shares2.3K

Event2026-03-31

Filed2026-05-05

IWM

ISHARES TR

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

SLDE

SLIDE INS HLDGS INC

-37.41%

Shares33.8K

Event2026-03-31

Filed2026-05-05

RWL

INVESCO EXCH TRADED FD TR II

-1.57%

Shares5.3K

Event2026-03-31

Filed2026-05-05

JMBS

JANUS DETROIT STR TR

0.00%

Shares13.4K

Event2026-03-31

Filed2026-05-05

MSTR

STRATEGY INC

91.88%

Shares4.8K

Event2026-03-31

Filed2026-05-05

VONG

VANGUARD SCOTTSDALE FDS

-33.22%

Shares5.2K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-1.51%

Shares1.2K

Event2026-03-31

Filed2026-05-05

SUB

ISHARES TR

-18.14%

Shares5.2K

Event2026-03-31

Filed2026-05-05

BLOOM ENERGY CORP

39.29%

Shares3.9K

Event2026-03-31

Filed2026-05-05

PROCTER & GAMBLE CO

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-05

TIP

ISHARES TR

0.00%

Shares4.5K

Event2026-03-31

Filed2026-05-05

BITMINE IMMERSION TECNOLOGIE

123.21%

Shares23.0K

Event2026-03-31

Filed2026-05-05

INVESCO EXCH TRADED FD TR II

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-05

ETY

EATON VANCE TAX-MANAGED DIVE

-3.63%

Shares31.3K

Event2026-03-31

Filed2026-05-05

MCD

MCDONALDS CORP

27.65%

Shares1.4K

Event2026-03-31

Filed2026-05-05

SCHC

SCHWAB STRATEGIC TR

-17.49%

Shares8.9K

Event2026-03-31

Filed2026-05-05

MORGAN STANLEY

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-05

PEG

PUBLIC SVC ENTERPRISE GROUP

1.14%

Shares5.1K

Event2026-03-31

Filed2026-05-05

BAC

BANK AMERICA CORP

0.20%

Shares8.2K

Event2026-03-31

Filed2026-05-05

ORCL

ORACLE CORP

-5.84%

Shares2.7K

Event2026-03-31

Filed2026-05-05

CSCO

CISCO SYS INC

1.06%

Shares5.0K

Event2026-03-31

Filed2026-05-05

MERCK & CO INC

0.77%

Shares3.1K

Event2026-03-31

Filed2026-05-05

PAVE

GLOBAL X FDS

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-05

PLTR

PALANTIR TECHNOLOGIES INC

101.74%

Shares2.5K

Event2026-03-31

Filed2026-05-05

GOLDMAN SACHS GROUP INC

0.00%

Shares434

Event2026-03-31

Filed2026-05-05

VTI

VANGUARD INDEX FDS

0.00%

Shares1.1K

Event2026-03-31

Filed2026-05-05

SCHE

SCHWAB STRATEGIC TR

-27.48%

Shares10.6K

Event2026-03-31

Filed2026-05-05

FTSM

FIRST TR EXCHANGE-TRADED FD

-97.64%

Shares5.8K

Event2026-03-31

Filed2026-05-05

PANW

PALO ALTO NETWORKS INC

0.00%

Shares2.1K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

15.35%

Shares894

Event2026-03-31

Filed2026-05-05

COST

COSTCO WHOLESALE CORPORATION

0.00%

Shares332

Event2026-03-31

Filed2026-05-05

AMAT

APPLIED MATLS INC

-6.54%

Shares957

Event2026-03-31

Filed2026-05-05

AT&T INC

3.73%

Shares11.1K

Event2026-03-31

Filed2026-05-05

SOUTHERN CO

-25.29%

Shares3.3K

Event2026-03-31

Filed2026-05-05

IBIT

ISHARES BITCOIN TRUST ETF

-21.30%

Shares8.1K

Event2026-03-31

Filed2026-05-05

RAVI

FLEXSHARES TR

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-05

SRRK

SCHOLAR ROCK HLDG CORP

0.00%

Shares6.0K

Event2026-03-31

Filed2026-05-05

HYLS

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares7.2K

Event2026-03-31

Filed2026-05-05

IJH

ISHARES TR

0.00%

Shares4.3K

Event2026-03-31

Filed2026-05-05