Sponsored
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%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
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SPYG
2.85%SPDR SERIES TRUST
Shares1.5M
Event2026-03-31
Filed2026-04-20
VTV
2.34%VANGUARD INDEX FDS
Shares696.8K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR
3.38%INVESCO QQQ TR
Shares186.2K
Event2026-03-31
Filed2026-04-20
VCIT
5.99%VANGUARD SCOTTSDALE FDS
Shares579.9K
Event2026-03-31
Filed2026-04-20
VYM
0.29%VANGUARD WHITEHALL FDS
Shares213.0K
Event2026-03-31
Filed2026-04-20
VWO
2.37%VANGUARD INTL EQUITY INDEX F
Shares573.1K
Event2026-03-31
Filed2026-04-20
AAPL
6.63%APPLE INC
Shares114.1K
Event2026-03-31
Filed2026-04-20
VIGI
0.65%VANGUARD WHITEHALL FDS
Shares232.5K
Event2026-03-31
Filed2026-04-20
SGOV
-13.11%ISHARES TR
Shares186.5K
Event2026-03-31
Filed2026-04-20
VB
7.16%VANGUARD INDEX FDS
Shares58.1K
Event2026-03-31
Filed2026-04-20
NVDA
66.36%NVIDIA CORPORATION
Shares86.8K
Event2026-03-31
Filed2026-04-20
XLF
-36.48%SELECT SECTOR SPDR TR
Shares305.8K
Event2026-03-31
Filed2026-04-20
BND
5.84%VANGUARD BD INDEX FDS
Shares198.3K
Event2026-03-31
Filed2026-04-20
JMBS
5.95%JANUS DETROIT STR TR
Shares309.1K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
9.90%ALPHABET INC
Shares48.5K
Event2026-03-31
Filed2026-04-20
INVESCO EXCHANGE TRADED FD T
0.43%INVESCO EXCHANGE TRADED FD T
Shares71.8K
Event2026-03-31
Filed2026-04-20
BBN
4.64%BLACKROCK TAX MUNICPAL BD TR
Shares812.4K
Event2026-03-31
Filed2026-04-20
MGK
-0.95%VANGUARD WORLD FD
Shares34.2K
Event2026-03-31
Filed2026-04-20
IGV
NewISHARES TR
Shares152.3K
Event2026-03-31
Filed2026-04-20
AMZN
28.53%AMAZON COM INC
Shares53.1K
Event2026-03-31
Filed2026-04-20
EMXC
NewISHARES INC
Shares135.3K
Event2026-03-31
Filed2026-04-20
VGT
-0.85%VANGUARD WORLD FD
Shares15.0K
Event2026-03-31
Filed2026-04-20
TSLA
8.93%TESLA INC
Shares26.5K
Event2026-03-31
Filed2026-04-20
MSFT
76.74%MICROSOFT CORP
Shares20.8K
Event2026-03-31
Filed2026-04-20
META
16.53%META PLATFORMS INC
Shares12.5K
Event2026-03-31
Filed2026-04-20
BLACKSTONE INC
9.92%BLACKSTONE INC
Shares55.8K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC
-0.14%CITIGROUP INC
Shares49.9K
Event2026-03-31
Filed2026-04-20
JEPI
-1.07%J P MORGAN EXCHANGE TRADED F
Shares98.1K
Event2026-03-31
Filed2026-04-20
VONV
-0.50%VANGUARD SCOTTSDALE FDS
Shares58.6K
Event2026-03-31
Filed2026-04-20
CAT
-9.43%CATERPILLAR INC
Shares7.5K
Event2026-03-31
Filed2026-04-20
EXG
-1.46%EATON VANCE TAX-MANAGED GLOB
Shares598.5K
Event2026-03-31
Filed2026-04-20
BERKSHIRE HATHAWAY INC DEL
2.91%BERKSHIRE HATHAWAY INC DEL
Shares10.6K
Event2026-03-31
Filed2026-04-20
GS
5.90%GOLDMAN SACHS GROUP INC
Shares5.7K
Event2026-03-31
Filed2026-04-20
BAC
-4.27%BANK AMERICA CORP
Shares94.5K
Event2026-03-31
Filed2026-04-20
GPIX
-0.42%GOLDMAN SACHS ETF TR
Shares91.3K
Event2026-03-31
Filed2026-04-20
JPM
41.54%JPMORGAN CHASE & CO
Shares15.5K
Event2026-03-31
Filed2026-04-20
XOM
3.36%EXXON MOBIL CORP
Shares24.8K
Event2026-03-31
Filed2026-04-20
IEF
15.16%ISHARES TR
Shares40.7K
Event2026-03-31
Filed2026-04-20
IBM
6.14%INTERNATIONAL BUSINESS MACHS
Shares14.9K
Event2026-03-31
Filed2026-04-20
WMT
5.24%WALMART INC
Shares28.8K
Event2026-03-31
Filed2026-04-20
ONEQ
0.34%FIDELITY COMWLTH TR
Shares40.6K
Event2026-03-31
Filed2026-04-20
CEG
69.59%CONSTELLATION ENERGY CORP
Shares12.3K
Event2026-03-31
Filed2026-04-20
VOOG
0.74%VANGUARD ADMIRAL FDS INC
Shares8.1K
Event2026-03-31
Filed2026-04-20
PFE
5.05%PFIZER INC
Shares115.3K
Event2026-03-31
Filed2026-04-20
GE AEROSPACE
0.88%GE AEROSPACE
Shares11.1K
Event2026-03-31
Filed2026-04-20
ALPHABET INC
17.17%ALPHABET INC
Shares10.8K
Event2026-03-31
Filed2026-04-20
STWD
-10.34%STARWOOD PPTY TR INC
Shares157.1K
Event2026-03-31
Filed2026-04-20
KMI
2.86%KINDER MORGAN INC DEL
Shares70.8K
Event2026-03-31
Filed2026-04-20
GEV
-2.88%GE VERNOVA INC
Shares2.7K
Event2026-03-31
Filed2026-04-20
MO
1.95%ALTRIA GROUP INC
Shares34.3K
Event2026-03-31
Filed2026-04-20
UNH
18.28%UNITEDHEALTH GROUP INC
Shares8.2K
Event2026-03-31
Filed2026-04-20
ABBV
9.25%ABBVIE INC
Shares9.4K
Event2026-03-31
Filed2026-04-20
PRTA
92.97%PROTHENA CORP PLC
Shares207.4K
Event2026-03-31
Filed2026-04-20
HON
33.83%HONEYWELL INTL INC
Shares8.7K
Event2026-03-31
Filed2026-04-20
BROADCOM INC
8.87%BROADCOM INC
Shares6.1K
Event2026-03-31
Filed2026-04-20
JNJ
7.40%JOHNSON & JOHNSON
Shares7.5K
Event2026-03-31
Filed2026-04-20
VANGUARD INDEX FDS
87.85%VANGUARD INDEX FDS
Shares3.0K
Event2026-03-31
Filed2026-04-20
MYN
NewBLACKROCK MUNIYIELD N Y QUAL
Shares185.1K
Event2026-03-31
Filed2026-04-20
GBDC
1003.34%GOLUB CAP BDC INC
Shares131.8K
Event2026-03-31
Filed2026-04-20
T
-40.04%AT&T INC
Shares55.5K
Event2026-03-31
Filed2026-04-20
INTC
-47.53%INTEL CORP
Shares34.6K
Event2026-03-31
Filed2026-04-20
PLTR
5.71%PALANTIR TECHNOLOGIES INC
Shares10.4K
Event2026-03-31
Filed2026-04-20
NUE
-3.64%NUCOR CORP
Shares8.9K
Event2026-03-31
Filed2026-04-20
LLY
119.49%ELI LILLY & CO
Shares1.6K
Event2026-03-31
Filed2026-04-20
SCHD
0.66%SCHWAB STRATEGIC TR
Shares48.1K
Event2026-03-31
Filed2026-04-20
VTI
-0.32%VANGUARD INDEX FDS
Shares4.3K
Event2026-03-31
Filed2026-04-20
MTUM
-2.35%ISHARES TR
Shares5.4K
Event2026-03-31
Filed2026-04-20
IVV
-0.75%ISHARES TR
Shares2.0K
Event2026-03-31
Filed2026-04-20
JEPQ
0.65%J P MORGAN EXCHANGE TRADED F
Shares22.9K
Event2026-03-31
Filed2026-04-20
BIL
-90.57%SPDR SERIES TRUST
Shares13.8K
Event2026-03-31
Filed2026-04-20
COST
372.66%COSTCO WHOLESALE CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-04-20
MMM
0.41%3M CO
Shares8.4K
Event2026-03-31
Filed2026-04-20
RVT
-0.57%ROYCE SMALL CAP TRUST INC
Shares71.5K
Event2026-03-31
Filed2026-04-20
AMAT
-10.59%APPLIED MATLS INC
Shares3.4K
Event2026-03-31
Filed2026-04-20
IVW
-0.05%ISHARES TR
Shares10.3K
Event2026-03-31
Filed2026-04-20
EATON CORP PLC
148.12%EATON CORP PLC
Shares3.2K
Event2026-03-31
Filed2026-04-20
DIS
1.61%DISNEY WALT CO
Shares11.5K
Event2026-03-31
Filed2026-04-20
V
111.60%VISA INC
Shares3.5K
Event2026-03-31
Filed2026-04-20
VHT
-4.33%VANGUARD WORLD FD
Shares3.9K
Event2026-03-31
Filed2026-04-20
AHR
-4.76%AMERICAN HEALTHCARE REIT INC
Shares22.5K
Event2026-03-31
Filed2026-04-20
VUG
0.13%VANGUARD INDEX FDS
Shares2.3K
Event2026-03-31
Filed2026-04-20
MERCK & CO INC
2.90%MERCK & CO INC
Shares7.2K
Event2026-03-31
Filed2026-04-20
CSCO
0.92%CISCO SYS INC
Shares10.5K
Event2026-03-31
Filed2026-04-20
SPY
0.24%STATE STR SPDR S&P 500 ETF T
Shares1.2K
Event2026-03-31
Filed2026-04-20
NEE
2.49%NEXTERA ENERGY INC
Shares8.6K
Event2026-03-31
Filed2026-04-20
CRWV
-0.49%COREWEAVE INC
Shares10.2K
Event2026-03-31
Filed2026-04-20
VZ
-27.09%VERIZON COMMUNICATIONS INC
Shares15.3K
Event2026-03-31
Filed2026-04-20
WFC
115.61%WELLS FARGO & CO
Shares9.6K
Event2026-03-31
Filed2026-04-20
BA
NewBOEING CO
Shares3.8K
Event2026-03-31
Filed2026-04-20
VBIL
9.08%VANGUARD INSTL INDEX FD
Shares9.3K
Event2026-03-31
Filed2026-04-20
NFLX
0.31%NETFLIX INC.
Shares7.2K
Event2026-03-31
Filed2026-04-20
SAN
NewBANCO SANTANDER SA
Shares59.0K
Event2026-03-31
Filed2026-04-20
XPL
24.88%SOLITARIO RESOURCES CORP
Shares762.9K
Event2026-03-31
Filed2026-04-20
ORCL
1.93%ORACLE CORP
Shares4.2K
Event2026-03-31
Filed2026-04-20
SHOP
-5.76%SHOPIFY INC
Shares5.2K
Event2026-03-31
Filed2026-04-20
VEA
NewVANGUARD TAX-MANAGED FDS
Shares9.6K
Event2026-03-31
Filed2026-04-20
LINDE PLC
NewLINDE PLC
Shares1.2K
Event2026-03-31
Filed2026-04-20
PM
28.76%PHILIP MORRIS INTL INC
Shares3.7K
Event2026-03-31
Filed2026-04-20
MARVELL TECHNOLOGY INC
NewMARVELL TECHNOLOGY INC
Shares6.1K
Event2026-03-31
Filed2026-04-20
GLW
NewCORNING INC
Shares4.3K
Event2026-03-31
Filed2026-04-20
PANW
NewPALO ALTO NETWORKS INC
Shares3.5K
Event2026-03-31
Filed2026-04-20
SPXX
NewNUVEEN S&P 500 DYNAMIC OVERW
Shares35.1K
Event2026-03-31
Filed2026-04-20
DUKE ENERGY CORP NEW
11.30%DUKE ENERGY CORP NEW
Shares4.3K
Event2026-03-31
Filed2026-04-20
AMZU
16.22%DIREXION SHARES ETF TRUST
Shares20.6K
Event2026-03-31
Filed2026-04-20
SCHG
0.75%SCHWAB STRATEGIC TR
Shares18.8K
Event2026-03-31
Filed2026-04-20
HD
28.15%HOME DEPOT INC
Shares1.6K
Event2026-03-31
Filed2026-04-20
SPYD
-1.87%SPDR SERIES TRUST
Shares11.5K
Event2026-03-31
Filed2026-04-20
IBTH
3.33%ISHARES TR
Shares23.3K
Event2026-03-31
Filed2026-04-20
TER
-14.48%TERADYNE INC
Shares1.7K
Event2026-03-31
Filed2026-04-20
VIG
-1.45%VANGUARD SPECIALIZED FUNDS
Shares2.4K
Event2026-03-31
Filed2026-04-20
PLD
NewPROLOGIS INC.
Shares3.9K
Event2026-03-31
Filed2026-04-20
VFH
-23.35%VANGUARD WORLD FD
Shares4.1K
Event2026-03-31
Filed2026-04-20
PG
7.14%PROCTER & GAMBLE CO
Shares3.4K
Event2026-03-31
Filed2026-04-20
O
0.30%REALTY INCOME CORP
Shares8.0K
Event2026-03-31
Filed2026-04-20
IEMG
0.00%ISHARES INC
Shares7.0K
Event2026-03-31
Filed2026-04-20
SUPER MICRO COMPUTER INC
3.29%SUPER MICRO COMPUTER INC
Shares21.2K
Event2026-03-31
Filed2026-04-20
KOPN
-0.22%KOPIN CORP
Shares212.0K
Event2026-03-31
Filed2026-04-20
CVX
9.63%CHEVRON CORPORATION
Shares2.3K
Event2026-03-31
Filed2026-04-20
PULS
1.17%PGIM ETF TR
Shares9.3K
Event2026-03-31
Filed2026-04-20
UNP
0.99%UNION PAC CORP
Shares1.8K
Event2026-03-31
Filed2026-04-20
ROKU
2.12%ROKU INC
Shares4.5K
Event2026-03-31
Filed2026-04-20
ED
0.58%CONSOLIDATED EDISON INC
Shares3.8K
Event2026-03-31
Filed2026-04-20
OEF
0.00%ISHARES TR
Shares1.3K
Event2026-03-31
Filed2026-04-20
ARISTA NETWORKS INC
NewARISTA NETWORKS INC
Shares3.3K
Event2026-03-31
Filed2026-04-20
AON PLC
0.40%AON PLC
Shares1.2K
Event2026-03-31
Filed2026-04-20
CRWD
NewCROWDSTRIKE HLDGS INC
Shares1.0K
Event2026-03-31
Filed2026-04-20
VO
NewVANGUARD INDEX FDS
Shares1.4K
Event2026-03-31
Filed2026-04-20
ADM
1.20%ARCHER DANIELS MIDLAND CO
Shares5.4K
Event2026-03-31
Filed2026-04-20
XLV
-19.19%SELECT SECTOR SPDR TR
Shares2.6K
Event2026-03-31
Filed2026-04-20
KMB
0.13%KIMBERLY-CLARK CORP
Shares4.0K
Event2026-03-31
Filed2026-04-20
FCX
35.97%FREEPORT MCMORAN INC
Shares6.3K
Event2026-03-31
Filed2026-04-20
PEP
18.32%PEPSICO INC
Shares2.4K
Event2026-03-31
Filed2026-04-20
SCHA
1.86%SCHWAB STRATEGIC TR
Shares12.4K
Event2026-03-31
Filed2026-04-20
OKE
11.13%ONEOK INC NEW
Shares3.9K
Event2026-03-31
Filed2026-04-20
SPYV
0.74%SPDR SERIES TRUST
Shares6.1K
Event2026-03-31
Filed2026-04-20
HYD
0.16%VANECK ETF TRUST
Shares6.8K
Event2026-03-31
Filed2026-04-20
ISHARES GOLD TR
-5.37%ISHARES GOLD TR
Shares3.8K
Event2026-03-31
Filed2026-04-20
GLD
15.24%SPDR GOLD TR
Shares779
Event2026-03-31
Filed2026-04-20
CWB
-0.63%SPDR SERIES TRUST
Shares3.6K
Event2026-03-31
Filed2026-04-20
BMY
34.13%BRISTOL-MYERS SQUIBB CO
Shares5.4K
Event2026-03-31
Filed2026-04-20
TRV
13.02%TRAVELERS COMPANIES INC
Shares1.1K
Event2026-03-31
Filed2026-04-20
AWK
4.07%AMERICAN WTR WKS CO INC NEW
Shares2.4K
Event2026-03-31
Filed2026-04-20
SYK
37.71%STRYKER CORPORATION
Shares975
Event2026-03-31
Filed2026-04-20
NBTB
45.05%NBT BANCORP INC
Shares7.3K
Event2026-03-31
Filed2026-04-20
XLK
-7.99%SELECT SECTOR SPDR TR
Shares2.3K
Event2026-03-31
Filed2026-04-20
EIX
14.87%EDISON INTL
Shares4.2K
Event2026-03-31
Filed2026-04-20
MCD
11.43%MCDONALDS CORP
Shares985
Event2026-03-31
Filed2026-04-20
WELL
12.05%WELLTOWER INC
Shares1.5K
Event2026-03-31
Filed2026-04-20
REGN
NewREGENERON PHARMACEUTICALS
Shares384
Event2026-03-31
Filed2026-04-20
AMD
2.65%ADVANCED MICRO DEVICES INC
Shares1.4K
Event2026-03-31
Filed2026-04-20
NBB
0.36%NUVEEN TAXABLE MUNICPAL INM
Shares18.5K
Event2026-03-31
Filed2026-04-20
KLIC
-6.24%KULICKE & SOFFA INDS INC
Shares4.4K
Event2026-03-31
Filed2026-04-20
SCHE
NewSCHWAB STRATEGIC TR
Shares8.6K
Event2026-03-31
Filed2026-04-20
SPTM
-2.99%SPDR SERIES TRUST
Shares3.5K
Event2026-03-31
Filed2026-04-20
DAL
15.57%DELTA AIR LINES INC
Shares4.1K
Event2026-03-31
Filed2026-04-20
BOND
-20.59%PIMCO ETF TR
Shares2.9K
Event2026-03-31
Filed2026-04-20
THE CIGNA GROUP
18.50%THE CIGNA GROUP
Shares993
Event2026-03-31
Filed2026-04-20
USB
0.16%US BANCORP
Shares5.0K
Event2026-03-31
Filed2026-04-20
SCHV
0.47%SCHWAB STRATEGIC TR
Shares8.4K
Event2026-03-31
Filed2026-04-20
NET
1.77%CLOUDFLARE INC
Shares1.2K
Event2026-03-31
Filed2026-04-20
RTX
10.40%RTX CORPORATION
Shares1.3K
Event2026-03-31
Filed2026-04-20
MUB
0.26%ISHARES TR
Shares2.3K
Event2026-03-31
Filed2026-04-20
SNOW
NewSNOWFLAKE INC
Shares1.6K
Event2026-03-31
Filed2026-04-20
TSM
0.00%TAIWAN SEMICONDUCTOR MANUFAC
Shares704
Event2026-03-31
Filed2026-04-20
SLV
-1.86%ISHARES SILVER TR
Shares3.4K
Event2026-03-31
Filed2026-04-20
LOW
7.23%LOWES COS INC
Shares964
Event2026-03-31
Filed2026-04-20
IJH
0.21%ISHARES TR
Shares3.4K
Event2026-03-31
Filed2026-04-20
IWF
0.00%ISHARES TR
Shares533
Event2026-03-31
Filed2026-04-20
FSLY
NewFASTLY INC
Shares7.7K
Event2026-03-31
Filed2026-04-20
BABA
-3.88%ALIBABA GROUP HLDG LTD
Shares1.8K
Event2026-03-31
Filed2026-04-20
ACHR
0.85%ARCHER AVIATION INC
Shares42.4K
Event2026-03-31
Filed2026-04-20
ROCKET LAB CORP
NewROCKET LAB CORP
Shares3.3K
Event2026-03-31
Filed2026-04-20
DCO
NewDUCOMMUN INC DEL
Shares1.7K
Event2026-03-31
Filed2026-04-20
CRM
5.53%SALESFORCE INC
Shares1.1K
Event2026-03-31
Filed2026-04-20
MTB
NewM & T BK CORP
Shares1.0K
Event2026-03-31
Filed2026-04-20
NULG
10.21%NUSHARES ETF TR
Shares2.3K
Event2026-03-31
Filed2026-04-20
ISRG
8.37%INTUITIVE SURGICAL INC
Shares453
Event2026-03-31
Filed2026-04-20
TMO
NewTHERMO FISHER SCIENTIFIC INC
Shares423
Event2026-03-31
Filed2026-04-20
GEHC
-0.68%GE HEALTHCARE TECHNOLOGIES I
Shares2.9K
Event2026-03-31
Filed2026-04-20
CAPR
NewCAPRICOR THERAPEUTICS INC
Shares6.7K
Event2026-03-31
Filed2026-04-20
OKLO
NewOKLO INC
Shares4.1K
Event2026-03-31
Filed2026-04-20
PINS
3.66%PINTEREST INC
Shares10.3K
Event2026-03-31
Filed2026-04-20
HOOD
30.31%ROBINHOOD MKTS INC
Shares2.7K
Event2026-03-31
Filed2026-04-20
ETV
1.93%EATON VANCE TAX-MANAGED BUY-
Shares12.5K
Event2026-03-31
Filed2026-04-20
RBKB
0.00%RHINEBECK BANCORP INC
Shares10.0K
Event2026-03-31
Filed2026-04-20
F
0.26%FORD MTR CO
Shares13.3K
Event2026-03-31
Filed2026-04-20
APH
NewAMPHENOL CORP
Shares1.2K
Event2026-03-31
Filed2026-04-20
MU
NewMICRON TECHNOLOGY INC
Shares316
Event2026-03-31
Filed2026-04-20
ABNB
NewAIRBNB INC
Shares815
Event2026-03-31
Filed2026-04-20
HYT
-2.24%BLACKROCK CORPOR HI YLD FD I
Shares11.3K
Event2026-03-31
Filed2026-04-20
PCT
0.00%PURECYCLE TECHNOLOGIES INC
Shares15.0K
Event2026-03-31
Filed2026-04-20
KEY
NewKEYCORP
Shares3.5K
Event2026-03-31
Filed2026-04-20
EOSE
0.40%EOS ENERGY ENTERPRISES INC
Shares13.3K
Event2026-03-31
Filed2026-04-20
CURIS INC
83.38%CURIS INC
Shares109.7K
Event2026-03-31
Filed2026-04-20
RF
NewREGIONS FINANCIAL CORP NEW
Shares2.0K
Event2026-03-31
Filed2026-04-20
SOTK
-3.66%SONO TEK CORP
Shares12.9K
Event2026-03-31
Filed2026-04-20
UPS
NewUNITED PARCEL SVCS INC
Shares294
Event2026-03-31
Filed2026-04-20
TOL
NewTOLL BROTHERS INC
Shares47
Event2026-03-31
Filed2026-04-20
TKO
NewTKO GROUP HOLDINGS INC
Shares19
Event2026-03-31
Filed2026-04-20
ROK
NewROCKWELL AUTOMATION INC
Shares2
Event2026-03-31
Filed2026-04-20
Call Option Holdings
BA Call
NewBOEING CO
Shares3.6K
Event2026-03-31
Filed2026-04-20
INVESCO QQQ TR Call
NewINVESCO QQQ TR
Shares1.2K
Event2026-03-31
Filed2026-04-20
AMZN Call
-64.29%AMAZON COM INC
Shares3.0K
Event2026-03-31
Filed2026-04-20
MMM Call
-50.00%3M CO
Shares3.4K
Event2026-03-31
Filed2026-04-20
AAPL Call
-91.38%APPLE INC
Shares1.5K
Event2026-03-31
Filed2026-04-20
FCX Call
NewFREEPORT MCMORAN INC
Shares6.0K
Event2026-03-31
Filed2026-04-20
PLTR Call
NewPALANTIR TECHNOLOGIES INC
Shares2.4K
Event2026-03-31
Filed2026-04-20
CITIGROUP INC Call
-50.00%CITIGROUP INC
Shares2.8K
Event2026-03-31
Filed2026-04-20
MU Call
NewMICRON TECHNOLOGY INC
Shares600
Event2026-03-31
Filed2026-04-20
CRWD Call
NewCROWDSTRIKE HLDGS INC
Shares500
Event2026-03-31
Filed2026-04-20
CRWV Call
NewCOREWEAVE INC
Shares2.5K
Event2026-03-31
Filed2026-04-20
TSLA Call
NewTESLA INC
Shares500
Event2026-03-31
Filed2026-04-20
KMB Call
-48.57%KIMBERLY-CLARK CORP
Shares1.8K
Event2026-03-31
Filed2026-04-20
INTC Call
-82.74%INTEL CORP
Shares3.4K
Event2026-03-31
Filed2026-04-20
NFLX Call
NewNETFLIX INC.
Shares1.5K
Event2026-03-31
Filed2026-04-20
ROCKET LAB CORP Call
NewROCKET LAB CORP
Shares1.4K
Event2026-03-31
Filed2026-04-20
HOOD Call
NewROBINHOOD MKTS INC
Shares1.2K
Event2026-03-31
Filed2026-04-20
TER Call
NewTERADYNE INC
Shares100
Event2026-03-31
Filed2026-04-20
Put Option Holdings
ROK Put
NewROCKWELL AUTOMATION INC
Shares700
Event2026-03-31
Filed2026-04-20
UPS Put
NewUNITED PARCEL SVCS INC
Shares2.5K
Event2026-03-31
Filed2026-04-20
TKO Put
NewTKO GROUP HOLDINGS INC
Shares1.1K
Event2026-03-31
Filed2026-04-20
TOL Put
NewTOLL BROTHERS INC
Shares1.6K
Event2026-03-31
Filed2026-04-20
ABNB Put
NewAIRBNB INC
Shares1.6K
Event2026-03-31
Filed2026-04-20
WFC Put
NewWELLS FARGO & CO
Shares2.5K
Event2026-03-31
Filed2026-04-20
RF Put
NewREGIONS FINANCIAL CORP NEW
Shares7.0K
Event2026-03-31
Filed2026-04-20
KEY Put
NewKEYCORP
Shares9.0K
Event2026-03-31
Filed2026-04-20
APH Put
NewAMPHENOL CORP
Shares800
Event2026-03-31
Filed2026-04-20
TER Put
NewTERADYNE INC
Shares100
Event2026-03-31
Filed2026-04-20