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


Currently, Focused Wealth Management, Inc holds 200 types of securities in its portfolio with a total value $957.0M. In the most recent quarter, they have increased their positions in IGV (+152.3K shares, valued at $12.2M), EMXC (+135.3K shares, valued at $10.6M), NVDA (+34.6K shares, valued at $6.0M); decreased their positions in BIL (-133.0K shares, valued at $12.2M), XLF (-175.6K shares, valued at $8.7M), SGOV (-28.1K shares, valued at $2.8M); initiated new positions in IGV (+152.3K shares, valued at $12.2M), EMXC (+135.3K shares, valued at $10.6M), MYN (+185.1K shares, valued at $1.8M).


1M P&L
+35.4M+4.30%
3M P&L
-104.7M-10.88%
HY P&L
-80.1M-8.54%

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/A610.0M
77.3%
2Consumer Electronics28.9M
3.7%
3Semiconductors17.3M
2.2%

Top Industries by Stock Count

1N/A67 stocks
37.6%
2Software - Infrastructure7 stocks
3.9%
3Banks - Regional6 stocks
3.4%
Stock Holdings
SPYG
SPDR SERIES TRUST
2.85%
Shares1.5M
Event2026-03-31
Filed2026-04-20
VTV
VANGUARD INDEX FDS
2.34%
Shares696.8K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR
INVESCO QQQ TR
3.38%
Shares186.2K
Event2026-03-31
Filed2026-04-20
VCIT
VANGUARD SCOTTSDALE FDS
5.99%
Shares579.9K
Event2026-03-31
Filed2026-04-20
VYM
VANGUARD WHITEHALL FDS
0.29%
Shares213.0K
Event2026-03-31
Filed2026-04-20
VWO
VANGUARD INTL EQUITY INDEX F
2.37%
Shares573.1K
Event2026-03-31
Filed2026-04-20
AAPL
APPLE INC
6.63%
Shares114.1K
Event2026-03-31
Filed2026-04-20
VIGI
VANGUARD WHITEHALL FDS
0.65%
Shares232.5K
Event2026-03-31
Filed2026-04-20
SGOV
ISHARES TR
-13.11%
Shares186.5K
Event2026-03-31
Filed2026-04-20
VB
VANGUARD INDEX FDS
7.16%
Shares58.1K
Event2026-03-31
Filed2026-04-20
NVDA
NVIDIA CORPORATION
66.36%
Shares86.8K
Event2026-03-31
Filed2026-04-20
XLF
SELECT SECTOR SPDR TR
-36.48%
Shares305.8K
Event2026-03-31
Filed2026-04-20
BND
VANGUARD BD INDEX FDS
5.84%
Shares198.3K
Event2026-03-31
Filed2026-04-20
JMBS
JANUS DETROIT STR TR
5.95%
Shares309.1K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
9.90%
Shares48.5K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
INVESCO EXCHANGE TRADED FD T
0.43%
Shares71.8K
Event2026-03-31
Filed2026-04-20
BBN
BLACKROCK TAX MUNICPAL BD TR
4.64%
Shares812.4K
Event2026-03-31
Filed2026-04-20
MGK
VANGUARD WORLD FD
-0.95%
Shares34.2K
Event2026-03-31
Filed2026-04-20
IGV
ISHARES TR
New
Shares152.3K
Event2026-03-31
Filed2026-04-20
AMZN
AMAZON COM INC
28.53%
Shares53.1K
Event2026-03-31
Filed2026-04-20
EMXC
ISHARES INC
New
Shares135.3K
Event2026-03-31
Filed2026-04-20
VGT
VANGUARD WORLD FD
-0.85%
Shares15.0K
Event2026-03-31
Filed2026-04-20
TSLA
TESLA INC
8.93%
Shares26.5K
Event2026-03-31
Filed2026-04-20
MSFT
MICROSOFT CORP
76.74%
Shares20.8K
Event2026-03-31
Filed2026-04-20
META
META PLATFORMS INC
16.53%
Shares12.5K
Event2026-03-31
Filed2026-04-20
BLACKSTONE INC
BLACKSTONE INC
9.92%
Shares55.8K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC
CITIGROUP INC
-0.14%
Shares49.9K
Event2026-03-31
Filed2026-04-20
JEPI
J P MORGAN EXCHANGE TRADED F
-1.07%
Shares98.1K
Event2026-03-31
Filed2026-04-20
VONV
VANGUARD SCOTTSDALE FDS
-0.50%
Shares58.6K
Event2026-03-31
Filed2026-04-20
CAT
CATERPILLAR INC
-9.43%
Shares7.5K
Event2026-03-31
Filed2026-04-20
EXG
EATON VANCE TAX-MANAGED GLOB
-1.46%
Shares598.5K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
2.91%
Shares10.6K
Event2026-03-31
Filed2026-04-20
GS
GOLDMAN SACHS GROUP INC
5.90%
Shares5.7K
Event2026-03-31
Filed2026-04-20
BAC
BANK AMERICA CORP
-4.27%
Shares94.5K
Event2026-03-31
Filed2026-04-20
GPIX
GOLDMAN SACHS ETF TR
-0.42%
Shares91.3K
Event2026-03-31
Filed2026-04-20
JPM
JPMORGAN CHASE & CO
41.54%
Shares15.5K
Event2026-03-31
Filed2026-04-20
XOM
EXXON MOBIL CORP
3.36%
Shares24.8K
Event2026-03-31
Filed2026-04-20
IEF
ISHARES TR
15.16%
Shares40.7K
Event2026-03-31
Filed2026-04-20
IBM
INTERNATIONAL BUSINESS MACHS
6.14%
Shares14.9K
Event2026-03-31
Filed2026-04-20
WMT
WALMART INC
5.24%
Shares28.8K
Event2026-03-31
Filed2026-04-20
ONEQ
FIDELITY COMWLTH TR
0.34%
Shares40.6K
Event2026-03-31
Filed2026-04-20
CEG
CONSTELLATION ENERGY CORP
69.59%
Shares12.3K
Event2026-03-31
Filed2026-04-20
VOOG
VANGUARD ADMIRAL FDS INC
0.74%
Shares8.1K
Event2026-03-31
Filed2026-04-20
PFE
PFIZER INC
5.05%
Shares115.3K
Event2026-03-31
Filed2026-04-20
GE AEROSPACE
GE AEROSPACE
0.88%
Shares11.1K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
ALPHABET INC
17.17%
Shares10.8K
Event2026-03-31
Filed2026-04-20
STWD
STARWOOD PPTY TR INC
-10.34%
Shares157.1K
Event2026-03-31
Filed2026-04-20
KMI
KINDER MORGAN INC DEL
2.86%
Shares70.8K
Event2026-03-31
Filed2026-04-20
GEV
GE VERNOVA INC
-2.88%
Shares2.7K
Event2026-03-31
Filed2026-04-20
MO
ALTRIA GROUP INC
1.95%
Shares34.3K
Event2026-03-31
Filed2026-04-20
UNH
UNITEDHEALTH GROUP INC
18.28%
Shares8.2K
Event2026-03-31
Filed2026-04-20
ABBV
ABBVIE INC
9.25%
Shares9.4K
Event2026-03-31
Filed2026-04-20
PRTA
PROTHENA CORP PLC
92.97%
Shares207.4K
Event2026-03-31
Filed2026-04-20
HON
HONEYWELL INTL INC
33.83%
Shares8.7K
Event2026-03-31
Filed2026-04-20
BROADCOM INC
BROADCOM INC
8.87%
Shares6.1K
Event2026-03-31
Filed2026-04-20
JNJ
JOHNSON & JOHNSON
7.40%
Shares7.5K
Event2026-03-31
Filed2026-04-20
VANGUARD INDEX FDS
VANGUARD INDEX FDS
87.85%
Shares3.0K
Event2026-03-31
Filed2026-04-20
MYN
BLACKROCK MUNIYIELD N Y QUAL
New
Shares185.1K
Event2026-03-31
Filed2026-04-20
GBDC
GOLUB CAP BDC INC
1003.34%
Shares131.8K
Event2026-03-31
Filed2026-04-20
T
AT&T INC
-40.04%
Shares55.5K
Event2026-03-31
Filed2026-04-20
INTC
INTEL CORP
-47.53%
Shares34.6K
Event2026-03-31
Filed2026-04-20
PLTR
PALANTIR TECHNOLOGIES INC
5.71%
Shares10.4K
Event2026-03-31
Filed2026-04-20
NUE
NUCOR CORP
-3.64%
Shares8.9K
Event2026-03-31
Filed2026-04-20
LLY
ELI LILLY & CO
119.49%
Shares1.6K
Event2026-03-31
Filed2026-04-20
SCHD
SCHWAB STRATEGIC TR
0.66%
Shares48.1K
Event2026-03-31
Filed2026-04-20
VTI
VANGUARD INDEX FDS
-0.32%
Shares4.3K
Event2026-03-31
Filed2026-04-20
MTUM
ISHARES TR
-2.35%
Shares5.4K
Event2026-03-31
Filed2026-04-20
IVV
ISHARES TR
-0.75%
Shares2.0K
Event2026-03-31
Filed2026-04-20
JEPQ
J P MORGAN EXCHANGE TRADED F
0.65%
Shares22.9K
Event2026-03-31
Filed2026-04-20
BIL
SPDR SERIES TRUST
-90.57%
Shares13.8K
Event2026-03-31
Filed2026-04-20
COST
COSTCO WHOLESALE CORPORATION
372.66%
Shares1.3K
Event2026-03-31
Filed2026-04-20
MMM
3M CO
0.41%
Shares8.4K
Event2026-03-31
Filed2026-04-20
RVT
ROYCE SMALL CAP TRUST INC
-0.57%
Shares71.5K
Event2026-03-31
Filed2026-04-20
AMAT
APPLIED MATLS INC
-10.59%
Shares3.4K
Event2026-03-31
Filed2026-04-20
IVW
ISHARES TR
-0.05%
Shares10.3K
Event2026-03-31
Filed2026-04-20
EATON CORP PLC
EATON CORP PLC
148.12%
Shares3.2K
Event2026-03-31
Filed2026-04-20
DIS
DISNEY WALT CO
1.61%
Shares11.5K
Event2026-03-31
Filed2026-04-20
V
VISA INC
111.60%
Shares3.5K
Event2026-03-31
Filed2026-04-20
VHT
VANGUARD WORLD FD
-4.33%
Shares3.9K
Event2026-03-31
Filed2026-04-20
AHR
AMERICAN HEALTHCARE REIT INC
-4.76%
Shares22.5K
Event2026-03-31
Filed2026-04-20
VUG
VANGUARD INDEX FDS
0.13%
Shares2.3K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC
MERCK & CO INC
2.90%
Shares7.2K
Event2026-03-31
Filed2026-04-20
CSCO
CISCO SYS INC
0.92%
Shares10.5K
Event2026-03-31
Filed2026-04-20
SPY
STATE STR SPDR S&P 500 ETF T
0.24%
Shares1.2K
Event2026-03-31
Filed2026-04-20
NEE
NEXTERA ENERGY INC
2.49%
Shares8.6K
Event2026-03-31
Filed2026-04-20
CRWV
COREWEAVE INC
-0.49%
Shares10.2K
Event2026-03-31
Filed2026-04-20
VZ
VERIZON COMMUNICATIONS INC
-27.09%
Shares15.3K
Event2026-03-31
Filed2026-04-20
WFC
WELLS FARGO & CO
115.61%
Shares9.6K
Event2026-03-31
Filed2026-04-20
BA
BOEING CO
New
Shares3.8K
Event2026-03-31
Filed2026-04-20
VBIL
VANGUARD INSTL INDEX FD
9.08%
Shares9.3K
Event2026-03-31
Filed2026-04-20
NFLX
NETFLIX INC.
0.31%
Shares7.2K
Event2026-03-31
Filed2026-04-20
SAN
BANCO SANTANDER SA
New
Shares59.0K
Event2026-03-31
Filed2026-04-20
XPL
SOLITARIO RESOURCES CORP
24.88%
Shares762.9K
Event2026-03-31
Filed2026-04-20
ORCL
ORACLE CORP
1.93%
Shares4.2K
Event2026-03-31
Filed2026-04-20
SHOP
SHOPIFY INC
-5.76%
Shares5.2K
Event2026-03-31
Filed2026-04-20
VEA
VANGUARD TAX-MANAGED FDS
New
Shares9.6K
Event2026-03-31
Filed2026-04-20
LINDE PLC
LINDE PLC
New
Shares1.2K
Event2026-03-31
Filed2026-04-20
PM
PHILIP MORRIS INTL INC
28.76%
Shares3.7K
Event2026-03-31
Filed2026-04-20
MARVELL TECHNOLOGY INC
MARVELL TECHNOLOGY INC
New
Shares6.1K
Event2026-03-31
Filed2026-04-20
GLW
CORNING INC
New
Shares4.3K
Event2026-03-31
Filed2026-04-20
PANW
PALO ALTO NETWORKS INC
New
Shares3.5K
Event2026-03-31
Filed2026-04-20
SPXX
NUVEEN S&P 500 DYNAMIC OVERW
New
Shares35.1K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORP NEW
DUKE ENERGY CORP NEW
11.30%
Shares4.3K
Event2026-03-31
Filed2026-04-20
AMZU
DIREXION SHARES ETF TRUST
16.22%
Shares20.6K
Event2026-03-31
Filed2026-04-20
SCHG
SCHWAB STRATEGIC TR
0.75%
Shares18.8K
Event2026-03-31
Filed2026-04-20
HD
HOME DEPOT INC
28.15%
Shares1.6K
Event2026-03-31
Filed2026-04-20
SPYD
SPDR SERIES TRUST
-1.87%
Shares11.5K
Event2026-03-31
Filed2026-04-20
IBTH
ISHARES TR
3.33%
Shares23.3K
Event2026-03-31
Filed2026-04-20
TER
TERADYNE INC
-14.48%
Shares1.7K
Event2026-03-31
Filed2026-04-20
VIG
VANGUARD SPECIALIZED FUNDS
-1.45%
Shares2.4K
Event2026-03-31
Filed2026-04-20
PLD
PROLOGIS INC.
New
Shares3.9K
Event2026-03-31
Filed2026-04-20
VFH
VANGUARD WORLD FD
-23.35%
Shares4.1K
Event2026-03-31
Filed2026-04-20
PG
PROCTER & GAMBLE CO
7.14%
Shares3.4K
Event2026-03-31
Filed2026-04-20
O
REALTY INCOME CORP
0.30%
Shares8.0K
Event2026-03-31
Filed2026-04-20
IEMG
ISHARES INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-20
SUPER MICRO COMPUTER INC
SUPER MICRO COMPUTER INC
3.29%
Shares21.2K
Event2026-03-31
Filed2026-04-20
KOPN
KOPIN CORP
-0.22%
Shares212.0K
Event2026-03-31
Filed2026-04-20
CVX
CHEVRON CORPORATION
9.63%
Shares2.3K
Event2026-03-31
Filed2026-04-20
PULS
PGIM ETF TR
1.17%
Shares9.3K
Event2026-03-31
Filed2026-04-20
UNP
UNION PAC CORP
0.99%
Shares1.8K
Event2026-03-31
Filed2026-04-20
ROKU
ROKU INC
2.12%
Shares4.5K
Event2026-03-31
Filed2026-04-20
ED
CONSOLIDATED EDISON INC
0.58%
Shares3.8K
Event2026-03-31
Filed2026-04-20
OEF
ISHARES TR
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-20
ARISTA NETWORKS INC
ARISTA NETWORKS INC
New
Shares3.3K
Event2026-03-31
Filed2026-04-20
AON PLC
AON PLC
0.40%
Shares1.2K
Event2026-03-31
Filed2026-04-20
CRWD
CROWDSTRIKE HLDGS INC
New
Shares1.0K
Event2026-03-31
Filed2026-04-20
VO
VANGUARD INDEX FDS
New
Shares1.4K
Event2026-03-31
Filed2026-04-20
ADM
ARCHER DANIELS MIDLAND CO
1.20%
Shares5.4K
Event2026-03-31
Filed2026-04-20
XLV
SELECT SECTOR SPDR TR
-19.19%
Shares2.6K
Event2026-03-31
Filed2026-04-20
KMB
KIMBERLY-CLARK CORP
0.13%
Shares4.0K
Event2026-03-31
Filed2026-04-20
FCX
FREEPORT MCMORAN INC
35.97%
Shares6.3K
Event2026-03-31
Filed2026-04-20
PEP
PEPSICO INC
18.32%
Shares2.4K
Event2026-03-31
Filed2026-04-20
SCHA
SCHWAB STRATEGIC TR
1.86%
Shares12.4K
Event2026-03-31
Filed2026-04-20
OKE
ONEOK INC NEW
11.13%
Shares3.9K
Event2026-03-31
Filed2026-04-20
SPYV
SPDR SERIES TRUST
0.74%
Shares6.1K
Event2026-03-31
Filed2026-04-20
HYD
VANECK ETF TRUST
0.16%
Shares6.8K
Event2026-03-31
Filed2026-04-20
ISHARES GOLD TR
ISHARES GOLD TR
-5.37%
Shares3.8K
Event2026-03-31
Filed2026-04-20
GLD
SPDR GOLD TR
15.24%
Shares779
Event2026-03-31
Filed2026-04-20
CWB
SPDR SERIES TRUST
-0.63%
Shares3.6K
Event2026-03-31
Filed2026-04-20
BMY
BRISTOL-MYERS SQUIBB CO
34.13%
Shares5.4K
Event2026-03-31
Filed2026-04-20
TRV
TRAVELERS COMPANIES INC
13.02%
Shares1.1K
Event2026-03-31
Filed2026-04-20
AWK
AMERICAN WTR WKS CO INC NEW
4.07%
Shares2.4K
Event2026-03-31
Filed2026-04-20
SYK
STRYKER CORPORATION
37.71%
Shares975
Event2026-03-31
Filed2026-04-20
NBTB
NBT BANCORP INC
45.05%
Shares7.3K
Event2026-03-31
Filed2026-04-20
XLK
SELECT SECTOR SPDR TR
-7.99%
Shares2.3K
Event2026-03-31
Filed2026-04-20
EIX
EDISON INTL
14.87%
Shares4.2K
Event2026-03-31
Filed2026-04-20
MCD
MCDONALDS CORP
11.43%
Shares985
Event2026-03-31
Filed2026-04-20
WELL
WELLTOWER INC
12.05%
Shares1.5K
Event2026-03-31
Filed2026-04-20
REGN
REGENERON PHARMACEUTICALS
New
Shares384
Event2026-03-31
Filed2026-04-20
AMD
ADVANCED MICRO DEVICES INC
2.65%
Shares1.4K
Event2026-03-31
Filed2026-04-20
NBB
NUVEEN TAXABLE MUNICPAL INM
0.36%
Shares18.5K
Event2026-03-31
Filed2026-04-20
KLIC
KULICKE & SOFFA INDS INC
-6.24%
Shares4.4K
Event2026-03-31
Filed2026-04-20
SCHE
SCHWAB STRATEGIC TR
New
Shares8.6K
Event2026-03-31
Filed2026-04-20
SPTM
SPDR SERIES TRUST
-2.99%
Shares3.5K
Event2026-03-31
Filed2026-04-20
DAL
DELTA AIR LINES INC
15.57%
Shares4.1K
Event2026-03-31
Filed2026-04-20
BOND
PIMCO ETF TR
-20.59%
Shares2.9K
Event2026-03-31
Filed2026-04-20
THE CIGNA GROUP
THE CIGNA GROUP
18.50%
Shares993
Event2026-03-31
Filed2026-04-20
USB
US BANCORP
0.16%
Shares5.0K
Event2026-03-31
Filed2026-04-20
SCHV
SCHWAB STRATEGIC TR
0.47%
Shares8.4K
Event2026-03-31
Filed2026-04-20
NET
CLOUDFLARE INC
1.77%
Shares1.2K
Event2026-03-31
Filed2026-04-20
RTX
RTX CORPORATION
10.40%
Shares1.3K
Event2026-03-31
Filed2026-04-20
MUB
ISHARES TR
0.26%
Shares2.3K
Event2026-03-31
Filed2026-04-20
SNOW
SNOWFLAKE INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-20
TSM
TAIWAN SEMICONDUCTOR MANUFAC
0.00%
Shares704
Event2026-03-31
Filed2026-04-20
SLV
ISHARES SILVER TR
-1.86%
Shares3.4K
Event2026-03-31
Filed2026-04-20
LOW
LOWES COS INC
7.23%
Shares964
Event2026-03-31
Filed2026-04-20
IJH
ISHARES TR
0.21%
Shares3.4K
Event2026-03-31
Filed2026-04-20
IWF
ISHARES TR
0.00%
Shares533
Event2026-03-31
Filed2026-04-20
FSLY
FASTLY INC
New
Shares7.7K
Event2026-03-31
Filed2026-04-20
BABA
ALIBABA GROUP HLDG LTD
-3.88%
Shares1.8K
Event2026-03-31
Filed2026-04-20
ACHR
ARCHER AVIATION INC
0.85%
Shares42.4K
Event2026-03-31
Filed2026-04-20
ROCKET LAB CORP
ROCKET LAB CORP
New
Shares3.3K
Event2026-03-31
Filed2026-04-20
DCO
DUCOMMUN INC DEL
New
Shares1.7K
Event2026-03-31
Filed2026-04-20
CRM
SALESFORCE INC
5.53%
Shares1.1K
Event2026-03-31
Filed2026-04-20
MTB
M & T BK CORP
New
Shares1.0K
Event2026-03-31
Filed2026-04-20
NULG
NUSHARES ETF TR
10.21%
Shares2.3K
Event2026-03-31
Filed2026-04-20
ISRG
INTUITIVE SURGICAL INC
8.37%
Shares453
Event2026-03-31
Filed2026-04-20
TMO
THERMO FISHER SCIENTIFIC INC
New
Shares423
Event2026-03-31
Filed2026-04-20
GEHC
GE HEALTHCARE TECHNOLOGIES I
-0.68%
Shares2.9K
Event2026-03-31
Filed2026-04-20
CAPR
CAPRICOR THERAPEUTICS INC
New
Shares6.7K
Event2026-03-31
Filed2026-04-20
OKLO
OKLO INC
New
Shares4.1K
Event2026-03-31
Filed2026-04-20
PINS
PINTEREST INC
3.66%
Shares10.3K
Event2026-03-31
Filed2026-04-20
HOOD
ROBINHOOD MKTS INC
30.31%
Shares2.7K
Event2026-03-31
Filed2026-04-20
ETV
EATON VANCE TAX-MANAGED BUY-
1.93%
Shares12.5K
Event2026-03-31
Filed2026-04-20
RBKB
RHINEBECK BANCORP INC
0.00%
Shares10.0K
Event2026-03-31
Filed2026-04-20
F
FORD MTR CO
0.26%
Shares13.3K
Event2026-03-31
Filed2026-04-20
APH
AMPHENOL CORP
New
Shares1.2K
Event2026-03-31
Filed2026-04-20
MU
MICRON TECHNOLOGY INC
New
Shares316
Event2026-03-31
Filed2026-04-20
ABNB
AIRBNB INC
New
Shares815
Event2026-03-31
Filed2026-04-20
HYT
BLACKROCK CORPOR HI YLD FD I
-2.24%
Shares11.3K
Event2026-03-31
Filed2026-04-20
PCT
PURECYCLE TECHNOLOGIES INC
0.00%
Shares15.0K
Event2026-03-31
Filed2026-04-20
KEY
KEYCORP
New
Shares3.5K
Event2026-03-31
Filed2026-04-20
EOSE
EOS ENERGY ENTERPRISES INC
0.40%
Shares13.3K
Event2026-03-31
Filed2026-04-20
CURIS INC
CURIS INC
83.38%
Shares109.7K
Event2026-03-31
Filed2026-04-20
RF
REGIONS FINANCIAL CORP NEW
New
Shares2.0K
Event2026-03-31
Filed2026-04-20
SOTK
SONO TEK CORP
-3.66%
Shares12.9K
Event2026-03-31
Filed2026-04-20
UPS
UNITED PARCEL SVCS INC
New
Shares294
Event2026-03-31
Filed2026-04-20
TOL
TOLL BROTHERS INC
New
Shares47
Event2026-03-31
Filed2026-04-20
TKO
TKO GROUP HOLDINGS INC
New
Shares19
Event2026-03-31
Filed2026-04-20
ROK
ROCKWELL AUTOMATION INC
New
Shares2
Event2026-03-31
Filed2026-04-20

Call Option Holdings
BA Call
BOEING CO
New
Shares3.6K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR Call
INVESCO QQQ TR
New
Shares1.2K
Event2026-03-31
Filed2026-04-20
AMZN Call
AMAZON COM INC
-64.29%
Shares3.0K
Event2026-03-31
Filed2026-04-20
-50.00%
Shares3.4K
Event2026-03-31
Filed2026-04-20
AAPL Call
APPLE INC
-91.38%
Shares1.5K
Event2026-03-31
Filed2026-04-20
FCX Call
FREEPORT MCMORAN INC
New
Shares6.0K
Event2026-03-31
Filed2026-04-20
PLTR Call
PALANTIR TECHNOLOGIES INC
New
Shares2.4K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC Call
CITIGROUP INC
-50.00%
Shares2.8K
Event2026-03-31
Filed2026-04-20
MU Call
MICRON TECHNOLOGY INC
New
Shares600
Event2026-03-31
Filed2026-04-20
CRWD Call
CROWDSTRIKE HLDGS INC
New
Shares500
Event2026-03-31
Filed2026-04-20
CRWV Call
COREWEAVE INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-20
TSLA Call
TESLA INC
New
Shares500
Event2026-03-31
Filed2026-04-20
KMB Call
KIMBERLY-CLARK CORP
-48.57%
Shares1.8K
Event2026-03-31
Filed2026-04-20
INTC Call
INTEL CORP
-82.74%
Shares3.4K
Event2026-03-31
Filed2026-04-20
NFLX Call
NETFLIX INC.
New
Shares1.5K
Event2026-03-31
Filed2026-04-20
ROCKET LAB CORP Call
ROCKET LAB CORP
New
Shares1.4K
Event2026-03-31
Filed2026-04-20
HOOD Call
ROBINHOOD MKTS INC
New
Shares1.2K
Event2026-03-31
Filed2026-04-20
TER Call
TERADYNE INC
New
Shares100
Event2026-03-31
Filed2026-04-20

Put Option Holdings
ROK Put
ROCKWELL AUTOMATION INC
New
Shares700
Event2026-03-31
Filed2026-04-20
UPS Put
UNITED PARCEL SVCS INC
New
Shares2.5K
Event2026-03-31
Filed2026-04-20
TKO Put
TKO GROUP HOLDINGS INC
New
Shares1.1K
Event2026-03-31
Filed2026-04-20
TOL Put
TOLL BROTHERS INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-20
ABNB Put
AIRBNB INC
New
Shares1.6K
Event2026-03-31
Filed2026-04-20
WFC Put
WELLS FARGO & CO
New
Shares2.5K
Event2026-03-31
Filed2026-04-20
RF Put
REGIONS FINANCIAL CORP NEW
New
Shares7.0K
Event2026-03-31
Filed2026-04-20
KEY Put
KEYCORP
New
Shares9.0K
Event2026-03-31
Filed2026-04-20
APH Put
AMPHENOL CORP
New
Shares800
Event2026-03-31
Filed2026-04-20
TER Put
TERADYNE INC
New
Shares100
Event2026-03-31
Filed2026-04-20