Sponsored

The Analysis of Forum Finance Group S.A.'s Holdings & P&L

Currently, Forum Finance Group S.A. holds 321 types of securities in its portfolio with a total value $184.4K. In the most recent quarter, they have increased their positions in N/A (+50.5K shares, valued at $12.3K), AAPL (+35.6K shares, valued at $7.2K), N/A (+12.4K shares, valued at $5.8K); initiated new positions in N/A (+50.5K shares, valued at $12.3K), AAPL (+35.6K shares, valued at $7.2K), N/A (+12.4K shares, valued at $5.8K).

1M P&L

+4.5M+2.22%

3M P&L

-8.0M-3.73%

HY P&L

-6.3M-2.96%

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/A62.5K

40.4%

2Internet Retail10.8K

7.0%

3Drug Manufacturers - General9.9K

6.4%

Top Industries by Stock Count

1N/A142 stocks

47.8%

2Software - Application13 stocks

4.4%

3Biotechnology11 stocks

3.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ALPHABET -A- (REG.) ALPHABET -A- (REG.)50.5K sharesnew addition2026-03-312026-05-07

AAPL APPLE (REG)35.6K sharesnew addition2026-03-312026-05-07

INVESCO QQQ INVESCO QQQ12.4K sharesnew addition2026-03-312026-05-07

BABA ALIBABA GROUP SPADR (REPR. 8 SHS)58.7K sharesnew addition2026-03-312026-05-07

TT TRANE TECHNOLOGIES (REG.)15.0K sharesnew addition2026-03-312026-05-07

AMZN AMAZON.COM (REG)29.3K sharesnew addition2026-03-312026-05-07

MSFT MICROSOFT (REG)16.7K sharesnew addition2026-03-312026-05-07

V VISA -A- (REG)17.2K sharesnew addition2026-03-312026-05-07

Sponsored

NVDA NVIDIA (REG)28.9K sharesnew addition2026-03-312026-05-07

ABBV ABBVIE (REGISTERED)22.5K sharesnew addition2026-03-312026-05-07

GLD SPDR GOLD TRUST10.3K sharesnew addition2026-03-312026-05-07

CVX CHEVRON (REGISTERED)20.0K sharesnew addition2026-03-312026-05-07

JNJ JOHNSON & JOHNSON (REGISTERED)16.6K sharesnew addition2026-03-312026-05-07

VGK VANGUARD FTSE EUROPE ETF46.1K sharesnew addition2026-03-312026-05-07

META META PLATFORMS -A- (REG.)6.7K sharesnew addition2026-03-312026-05-07

WM WASTE MANAGEMENT (REG.)16.0K sharesnew addition2026-03-312026-05-07

Sponsored

IWF ISHARES RUSSELL 1000 GROWTH ETF7.8K sharesnew addition2026-03-312026-05-07

MERCK & CO (REG.) MERCK & CO (REG.)27.8K sharesnew addition2026-03-312026-05-07

ALB ALBEMARLE (REG.)18.0K sharesnew addition2026-03-312026-05-07

MCD MCDONALD'S (REG.)10.0K sharesnew addition2026-03-312026-05-07

PG PROCTER & GAMBLE (REGISTERED)21.3K sharesnew addition2026-03-312026-05-07

VT VANGUARD TOTAL WORLD STOCK21.4K sharesnew addition2026-03-312026-05-07

DIS THE WALT DISNEY (REG)30.7K sharesnew addition2026-03-312026-05-07

LLY ELI LILLY (REG)3.1K sharesnew addition2026-03-312026-05-07

Sponsored

HRB H&R.BLOCK (REG.)85.3K sharesnew addition2026-03-312026-05-07

SLB SLB LIMITED (REG.)53.1K sharesnew addition2026-03-312026-05-07

VTWO VANGUARD RUSSEL 200025.4K sharesnew addition2026-03-312026-05-07

IEMG ISHARES CORE MSCI EMERG. MARKETS34.7K sharesnew addition2026-03-312026-05-07

URNM SPROTT URANIUM MINERS38.4K sharesnew addition2026-03-312026-05-07

DBMF LITMAN GREGORY IMGP DBI MANAGED FUTURES STRATEGY77.6K sharesnew addition2026-03-312026-05-07

LNG CHENIERE ENERGY (REG.)8.0K sharesnew addition2026-03-312026-05-07

CEMB ISHARES JP MORGAN EM CORPORATE BOND49.3K sharesnew addition2026-03-312026-05-07

Sponsored

IBIT ISHARES BITCOIN TRUST ETF55.7K sharesnew addition2026-03-312026-05-07

UNP UNION PACIFIC (REGISTERED)8.7K sharesnew addition2026-03-312026-05-07

MDLZ MONDELEZ INTL -A- (REG.)37.0K sharesnew addition2026-03-312026-05-07

PEP PEPSICO (REG)13.0K sharesnew addition2026-03-312026-05-07

BROADCOM (REG.) BROADCOM (REG.)5.9K sharesnew addition2026-03-312026-05-07

INVESCO S&P500 EQUAL WEIGHT INVESCO S&P500 EQUAL WEIGHT10.2K sharesnew addition2026-03-312026-05-07

DYNF BLACKROCK U.S. EQUITY FACTOR ROTATION ETF32.3K sharesnew addition2026-03-312026-05-07

RTX RTX CORPORATION (REG.)9.5K sharesnew addition2026-03-312026-05-07

Sponsored

CGGO CAPITAL GROUP GLOBAL GROWTH EQUITY53.6K sharesnew addition2026-03-312026-05-07

IEUS ISHARES MSCI EUROPE SMALL-CAP27.0K sharesnew addition2026-03-312026-05-07

VPL VANGUARD FTSE PACIFIC17.8K sharesnew addition2026-03-312026-05-07

LINDE (REG) LINDE (REG)3.4K sharesnew addition2026-03-312026-05-07

FMB FIRST TRUST MANAGED MUNICIPAL ETF32.0K sharesnew addition2026-03-312026-05-07

EEM ISHARES MSCI EMERGING MARKETS27.3K sharesnew addition2026-03-312026-05-07

LEMB ISHARES JPMORGAN EM LOCAL CCY BOND34.9K sharesnew addition2026-03-312026-05-07

ISHARES GOLD TRUST ISHARES GOLD TRUST15.8K sharesnew addition2026-03-312026-05-07

Sponsored

IWO ISHARES RUSSELL 2000 GROWTH4.2K sharesnew addition2026-03-312026-05-07

USHY ISHARES USD HIGH YIELD CORPORATE BOND35.3K sharesnew addition2026-03-312026-05-07

MU MICRON TECHNOLOGY (REG.)3.3K sharesnew addition2026-03-312026-05-07

PICK ISHARES MSCI GLOBAL METALS & MINING PRODUCERS21.1K sharesnew addition2026-03-312026-05-07

SFGV SEQUIA GLOBAL VALUE36.9K sharesnew addition2026-03-312026-05-07

ALLW SPDR BRIDGEWATER ALL WEATHER40.1K sharesnew addition2026-03-312026-05-07

SPY SPDR S&P 500 ETF TRUST UNITS1.7K sharesnew addition2026-03-312026-05-07

BERKSHIRE HATHAWAY (REGISTERED)-B- BERKSHIRE HATHAWAY (REGISTERED)-B-2.3K sharesnew addition2026-03-312026-05-07

Sponsored

AMD ADVANCED MICRO DEVICES (REGISTERED)4.9K sharesnew addition2026-03-312026-05-07

URNJ SPROTT JUNIOR URANIUM MINERS ETF37.4K sharesnew addition2026-03-312026-05-07

HON HONEYWELL INTL (REG.)4.7K sharesnew addition2026-03-312026-05-07

KWEB KRANE SHARES CSI CHINA INTERNET37.2K sharesnew addition2026-03-312026-05-07

VONG VANGUARD RUSSELL 1000 GROWTH8.8K sharesnew addition2026-03-312026-05-07

DFLV DIMENSIONAL US LARGE CAP VALUE26.8K sharesnew addition2026-03-312026-05-07

AME AMETEK (REGISTERED)4.4K sharesnew addition2026-03-312026-05-07

EEMA ISHARES MSCI EMERGING MARKETS ASIA ETF9.6K sharesnew addition2026-03-312026-05-07

Sponsored

EWJ ISHARES MSCI JAPAN10.3K sharesnew addition2026-03-312026-05-07

TSLA TESLA (REG.)2.5K sharesnew addition2026-03-312026-05-07

XOM EXXON MOBIL (REGISTERED)5.0K sharesnew addition2026-03-312026-05-07

ACWI ISHARES MSCI ALL COUNTRY WORLD INDEX5.8K sharesnew addition2026-03-312026-05-07

IPAC ISHARES CORE MSCI PACIFIC10.4K sharesnew addition2026-03-312026-05-07

IEUR ISHARES CORE MSCI EUROPE10.9K sharesnew addition2026-03-312026-05-07

BKLN INVESCO SENIOR LOAN36.3K sharesnew addition2026-03-312026-05-07

FTLS FIRST TRUST LONG/SHORT EQUITY ETF10.4K sharesnew addition2026-03-312026-05-07

Sponsored

PRFD PIMCO PREFERRED & CAPITAL SECURITIES ACTIVE14.2K sharesnew addition2026-03-312026-05-07

ALPHABET (REG) -C- NON-VOTING ALPHABET (REG) -C- NON-VOTING2.3K sharesnew addition2026-03-312026-05-07

CNYA ISHARES MSCI CHINA A20.7K sharesnew addition2026-03-312026-05-07

BAC BANK OF AMERICA (REG.)13.2K sharesnew addition2026-03-312026-05-07

URA GLOBAL X URANIUM ETF13.5K sharesnew addition2026-03-312026-05-07

FEZ SPDR EURO STOXX 5010.3K sharesnew addition2026-03-312026-05-07

TNA DIREXION DAILY SMALL CAP BULL 3X13.6K sharesnew addition2026-03-312026-05-07

JPM JPMORGAN CHASE (REG)2.1K sharesnew addition2026-03-312026-05-07

Sponsored

TSM TAIWAN SEMICONDUCTOR SPADR (REPR. 5 SHS)1.8K sharesnew addition2026-03-312026-05-07

VANGUARD S&P500 VANGUARD S&P500975 sharesnew addition2026-03-312026-05-07

CITIGROUP (REGISTERED) CITIGROUP (REGISTERED)4.8K sharesnew addition2026-03-312026-05-07

HACK AMPLIFY ETF CYBERSECURITY7.3K sharesnew addition2026-03-312026-05-07

MRNA MODERNA (REG.)10.4K sharesnew addition2026-03-312026-05-07

INDA ISHARES MSCI INDIA ETF10.7K sharesnew addition2026-03-312026-05-07

GDX VANECK GOLD MINERS5.3K sharesnew addition2026-03-312026-05-07

PFE PFIZER (REG.)18.2K sharesnew addition2026-03-312026-05-07

Sponsored

JCHI JPMORGAN ACTIVE CHINA9.5K sharesnew addition2026-03-312026-05-07

PM PHILIP MORRIS INTL (REG.)3.1K sharesnew addition2026-03-312026-05-07

FDX FEDEX (REGISTERED)1.4K sharesnew addition2026-03-312026-05-07

HYG ISHARES IBOXX USD HIGH YIELD CORP. BOND5.9K sharesnew addition2026-03-312026-05-07

MET METLIFE (REG.)6.6K sharesnew addition2026-03-312026-05-07

CRM SALESFORCE.COM (REGISTERED)2.5K sharesnew addition2026-03-312026-05-07

MA MASTERCARD (REG.) -A-916 sharesnew addition2026-03-312026-05-07

NOBL PROSHARES S&P 500 DIVIDEND ARISTOCRATS4.3K sharesnew addition2026-03-312026-05-07

Sponsored

IVW ISHARES S&P 500 GROWTH3.7K sharesnew addition2026-03-312026-05-07

FLCA FRANKLIN FTSE CANADA8.6K sharesnew addition2026-03-312026-05-07

IWM ISHARES RUSSELL 20001.7K sharesnew addition2026-03-312026-05-07

IVV ISHARES CORE S&P 500626 sharesnew addition2026-03-312026-05-07

HD HOME DEPOT (REGISTERED)1.3K sharesnew addition2026-03-312026-05-07

AEP AMERICAN ELECTRIC (REG.)3.0K sharesnew addition2026-03-312026-05-07

VCIT VANGUARD INTERMEDIATE-TERM CORP. BOND ETF4.8K sharesnew addition2026-03-312026-05-07

QVC GROUP (REG) -A- SERIES -A- QVC GROUP (REG) -A- SERIES -A-180.4K sharesnew addition2026-03-312026-05-07

Sponsored

GE AEROSPACE (REG) GE AEROSPACE (REG)1.3K sharesnew addition2026-03-312026-05-07

EWL ISHARES MSCI SWITZERLAND6.3K sharesnew addition2026-03-312026-05-07

IGM ISHARES EXPANDED TECH SECTOR2.9K sharesnew addition2026-03-312026-05-07

NEE NEXTERA ENERGY (REG.)3.7K sharesnew addition2026-03-312026-05-07

ROBO EXCHANGE TRADED CONCEPTS ROBO GLOBAL ROBOTICS AND AUTOMATION INDEX4.8K sharesnew addition2026-03-312026-05-07

RIO RIO TINTO SPADR (REPR. 1 SHS)3.5K sharesnew addition2026-03-312026-05-07

VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF3.9K sharesnew addition2026-03-312026-05-07

METV ROUNDHILL BALL METAVERSE19.3K sharesnew addition2026-03-312026-05-07

Sponsored

TIP ISHARES TIPS BOND2.8K sharesnew addition2026-03-312026-05-07

LAM RESEARCH (REG) LAM RESEARCH (REG)1.4K sharesnew addition2026-03-312026-05-07

SNY SANOFI (SPADR REPR 1/2SH)6.3K sharesnew addition2026-03-312026-05-07

SKYY FIRST TRUST CLOUD COMPUTING2.5K sharesnew addition2026-03-312026-05-07

EMXC ISHARES MSCI EMERGING MARKETS EX CHINA3.5K sharesnew addition2026-03-312026-05-07

PBR PETROBRAS SPADR (REPR. 2 SHS)13.3K sharesnew addition2026-03-312026-05-07

IGV ISHARES EXPANDED TECH-SOFTWARE SECTOR3.4K sharesnew addition2026-03-312026-05-07

BBH VANECK VECTORS BIOTECH ETF1.4K sharesnew addition2026-03-312026-05-07

Sponsored

SHYG ISHARES 0-5 YEAR HIGH YIELD CORPORATE BOND6.3K sharesnew addition2026-03-312026-05-07

MELI MERCADOLIBRE (REG.)151 sharesnew addition2026-03-312026-05-07

IDV ISHARES INTL SELECT DIVIDEND6.1K sharesnew addition2026-03-312026-05-07

EMB ISHARES JPMORGAN USD EMERGING MARKETS BOND2.8K sharesnew addition2026-03-312026-05-07

EW EDWARDS LIFESCIENCES (REGISTERED)3.2K sharesnew addition2026-03-312026-05-07

SOXX ISHARES SEMICONDUCTOR ETF725 sharesnew addition2026-03-312026-05-07

IHY VANECK INTERNATIONALK HIGH YIELD BOND11.7K sharesnew addition2026-03-312026-05-07

JCPB JPMORGAN CORE PLUS BOND ETF USD5.3K sharesnew addition2026-03-312026-05-07

Sponsored

EMCB WISDOMTREE EMMA CORPORATE BOND FUND ETF USD3.7K sharesnew addition2026-03-312026-05-07

NIO NIO SPADR (REPR. 1 SH) -A-40.0K sharesnew addition2026-03-312026-05-07

SPOT SPOTIFY TECHNOLOGY S.A. (REG.)500 sharesnew addition2026-03-312026-05-07

URTH ISHARES MSCI WORLD ETF1.3K sharesnew addition2026-03-312026-05-07

EUDG WISDOMTREE EUROPE QUALITY DIVIDEND GROWTH6.2K sharesnew addition2026-03-312026-05-07

IDU ISHARES US UTILITIES ETF1.9K sharesnew addition2026-03-312026-05-07

DFAS DIMENSIONAL US SMALL CAP3.1K sharesnew addition2026-03-312026-05-07

CMPS COMPASS PATHWAYS SPADR (REPR. 1 SHS)39.7K sharesnew addition2026-03-312026-05-07

Sponsored

PICB INVESCO INTL. CORPORATE BOND9.4K sharesnew addition2026-03-312026-05-07

XLE SELECT SECTOR SPDR ENERGY ETF3.6K sharesnew addition2026-03-312026-05-07

IEI ISHARES 3-7 YEAR TREASURY BOND ETF1.8K sharesnew addition2026-03-312026-05-07

IEF ISHARES 7-10 TREASURY BOND2.2K sharesnew addition2026-03-312026-05-07

IGSB ISHARES 1-5 YEAR INV. GRADE CORPORATE BOND3.9K sharesnew addition2026-03-312026-05-07

SLV ISHARES SILVER TRUST3.1K sharesnew addition2026-03-312026-05-07

SCHG SCHWAB US LARGE CAP GROWTH6.7K sharesnew addition2026-03-312026-05-07

DFAT DIMENSIONAL US TARGETED VALUE3.1K sharesnew addition2026-03-312026-05-07

Sponsored

IGF ISHARES GLOBAL INFRASTRUCTURE2.9K sharesnew addition2026-03-312026-05-07

KO COCA-COLA (REG.)2.5K sharesnew addition2026-03-312026-05-07

ETHA ISHARES ETHEREUM TRUST11.9K sharesnew addition2026-03-312026-05-07

BOTZ GLOBAL X ROBOTICS & ARTIFICIAL INTELLIGENCE5.7K sharesnew addition2026-03-312026-05-07

IWD ISHARES RUSSELL 1000 VALUE835 sharesnew addition2026-03-312026-05-07

VALE VALE SPADR (REPR 1 SHS)11.0K sharesnew addition2026-03-312026-05-07

ZS ZSCALER (REG.)1.2K sharesnew addition2026-03-312026-05-07

DFE WISDOM TREE EUROPE SMALL CAP DIVIDEND2.3K sharesnew addition2026-03-312026-05-07

Sponsored

BWXT BWX TECHNOLOGIES INC (REG.)790 sharesnew addition2026-03-312026-05-07

EPP ISHARES MSCI PACIFIC EX JAPAN3.1K sharesnew addition2026-03-312026-05-07

VWO VANGUARD FTSE EMERGING MARKETS USD3.1K sharesnew addition2026-03-312026-05-07

UI UBIQUITI (REG)195 sharesnew addition2026-03-312026-05-07

UBER UBER TECHNOLOGIES (REG.)2.2K sharesnew addition2026-03-312026-05-07

EUFN ISHARES MSCI EUROPE FINANCIALS ETF4.3K sharesnew addition2026-03-312026-05-07

EA ELECTRONIC ARTS (REGISTERED)751 sharesnew addition2026-03-312026-05-07

CUBI CUSTOMERS BANCORP (REG.)2.1K sharesnew addition2026-03-312026-05-07

Sponsored

LIT GLOBAL X LITHIUM & BATTERY ETF2.0K sharesnew addition2026-03-312026-05-07

BTI BRITISH AMERICAN TOBACCO (SPADR REPR 1 SH)2.5K sharesnew addition2026-03-312026-05-07

OGN ORGANON (REG.)24.0K sharesnew addition2026-03-312026-05-07

RHI ROBERT HALF INTERNATIONAL (REG.)5.8K sharesnew addition2026-03-312026-05-07

APD AIR PRODUCTS & CHEMICALS (REG)470 sharesnew addition2026-03-312026-05-07

NFLX NETFLIX (REG.)1.4K sharesnew addition2026-03-312026-05-07

JBL JABIL (REG.)475 sharesnew addition2026-03-312026-05-07

DBND DOUBLELINE OPPORTUNITIES CORE BOND2.8K sharesnew addition2026-03-312026-05-07

Sponsored

AAXJ ISHARES MSCI ALL COUNTRY ASIA EX JAPAN1.3K sharesnew addition2026-03-312026-05-07

AMAT APPLIED MATERIALS (REGISTERED)345 sharesnew addition2026-03-312026-05-07

XPEV XPENG -A- ADR (REPR 2 SHS -A-)7.0K sharesnew addition2026-03-312026-05-07

PEJ INVESCO DYNAMIC LEISURE AND ENTERTAINMENT ETF - DISTRIBUTION2.0K sharesnew addition2026-03-312026-05-07

DISV DIMENSIONAL INTERNATIONAL SMALL CAP VALUE2.9K sharesnew addition2026-03-312026-05-07

KMI KINDER MORGAN -P- (REG.)3.4K sharesnew addition2026-03-312026-05-07

HIMS HIMS&HERS HEALTH (REG) -A-5.4K sharesnew addition2026-03-312026-05-07

OKLO OKLO (REG) -A-2.2K sharesnew addition2026-03-312026-05-07

Sponsored

DFUS DIMENSIONAL US EQUITY MARKET1.4K sharesnew addition2026-03-312026-05-07

ISHARES SYSTEMATIC ALTERNATIVES ACTIVE ISHARES SYSTEMATIC ALTERNATIVES ACTIVE3.7K sharesnew addition2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS (REG.)2.0K sharesnew addition2026-03-312026-05-07

GRMN GARMIN (NAMEN)400 sharesnew addition2026-03-312026-05-07

DFIV DIMENSIONAL INTERNATIONAL VALUE1.8K sharesnew addition2026-03-312026-05-07

XLV SELECT SECTOR SPDR HEALTH CARE SHS OF BENEF. INTEREST USD 0.01650 sharesnew addition2026-03-312026-05-07

ESGU ISHARES ESG AWARE MSCI USA660 sharesnew addition2026-03-312026-05-07

SOUN SOUNDHOUND AI -A- (REG)14.0K sharesnew addition2026-03-312026-05-07

Sponsored

DFEM DIMENSIONAL EMERGING MARKETS CORE EQUITY2.7K sharesnew addition2026-03-312026-05-07

BLOK AMPLIFY ETF TRUST TRANSFORMAL DATA SHARING1.8K sharesnew addition2026-03-312026-05-07

DTCR GLOBAL X DATA CENTER REITS & DIGITAL INFRASTRUCTURE3.6K sharesnew addition2026-03-312026-05-07

AGG ISHARES CORE US AGGREGATE BOND880 sharesnew addition2026-03-312026-05-07

DIHP DIMENSIONAL INTERNATIONAL HIGH PROFATIBILITY2.6K sharesnew addition2026-03-312026-05-07

DUHP DIMENSIONAL US HIGH PROFITABILITY2.1K sharesnew addition2026-03-312026-05-07

CIBR FIRST TRUST NASDAQ CYBERSECURITY1.2K sharesnew addition2026-03-312026-05-07

VDE VANGUARD ENERGY460 sharesnew addition2026-03-312026-05-07

Sponsored

IYK ISHARES US CONSUMER STAPLES1.0K sharesnew addition2026-03-312026-05-07

OPEN OPENDOOR TECHNOLOGIES (REG.)15.0K sharesnew addition2026-03-312026-05-07

JXN JACKSON FINANCIAL (REG.) -A-650 sharesnew addition2026-03-312026-05-07

XBI STATE STREET SPDR S&P BIOTECH ETF (USD)500 sharesnew addition2026-03-312026-05-07

IWB ISHARES RUSSELL 1000175 sharesnew addition2026-03-312026-05-07

BA BOEING (REG.)300 sharesnew addition2026-03-312026-05-07

ARM ARM HOLDINGS (SPADR REPR 1 SH)430 sharesnew addition2026-03-312026-05-07

IYW ISHARES US TECHNOLOGY321 sharesnew addition2026-03-312026-05-07

Sponsored

XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF365 sharesnew addition2026-03-312026-05-07

EMLC VANECK VECTORS J.P. MORGAN EM LOCAL CURRENCY2.3K sharesnew addition2026-03-312026-05-07

IAGG ISHARES CORE INTL AGGREGATE BOND1.1K sharesnew addition2026-03-312026-05-07

JBLU JETBLUE AIRWAYS (REG.)12.5K sharesnew addition2026-03-312026-05-07

HEZU ISHARES MSCI EUROZONE USD HEDGED1.3K sharesnew addition2026-03-312026-05-07

WTAI WISDOMTREE ARTIFICIAL INTELLIGENCE AND INNOVATION1.9K sharesnew addition2026-03-312026-05-07

MP MP MATERIALS (REG.) -A-1.1K sharesnew addition2026-03-312026-05-07

OKTA OKTA -A- (REG.)680 sharesnew addition2026-03-312026-05-07

Sponsored

PATH UIPATH (REG.) -A-4.9K sharesnew addition2026-03-312026-05-07

REMX VANECK VECTORS RARE EARTH/STRATEGIC METALS600 sharesnew addition2026-03-312026-05-07

CWB SPDR BLOOMBERG CONVERTIBLE SECURITIES ETF550 sharesnew addition2026-03-312026-05-07

SMH VANECK VECTORS SEMICONDUCTOR125 sharesnew addition2026-03-312026-05-07

ADPT ADAPTIVE BIOTECHNOLOGIES CORPORATION (REG.)3.6K sharesnew addition2026-03-312026-05-07

GXC SPDR S&P CHINA530 sharesnew addition2026-03-312026-05-07

COPX GLOBAL X COPPER MINERS630 sharesnew addition2026-03-312026-05-07

WIP SPDR FTSE INTL. GOVERNMENT INFLATION-PROTECTED BOND1.1K sharesnew addition2026-03-312026-05-07

Sponsored

SMTC SEMTECH (REG.)550 sharesnew addition2026-03-312026-05-07

DOCS DOXIMITY -A- (REG)2.0K sharesnew addition2026-03-312026-05-07

ISHG ISHARES -3 YEAR INTERNATIONAL TREASURY BOND600 sharesnew addition2026-03-312026-05-07

IVE ISHARES S&P 500 VALUE210 sharesnew addition2026-03-312026-05-07

HOOD ROBINHOOD MARKETS (REG.) -A-635 sharesnew addition2026-03-312026-05-07

PPH VANECK PHARMACEUTICAL ETF430 sharesnew addition2026-03-312026-05-07

CAT CATERPILLAR (REG.)60 sharesnew addition2026-03-312026-05-07

IWS ISHARES RUSSELL MID CAP VALUE285 sharesnew addition2026-03-312026-05-07

Sponsored

MDY SPDR S&P MIDCAP 400 SERIES -1-66 sharesnew addition2026-03-312026-05-07

BETTER HOME (REG) BETTER HOME (REG)900 sharesnew addition2026-03-312026-05-07

AGNC AGNC INVESTMENT (REG.)3.8K sharesnew addition2026-03-312026-05-07

SOXL DIREXION DAILY SEMICONDUCTOR BULL 3X651 sharesnew addition2026-03-312026-05-07

SIMO SILICON MOTION (SPADR REPR 4 SHS)310 sharesnew addition2026-03-312026-05-07

BITO PROSHARES BITCOIN STRATEGY3.8K sharesnew addition2026-03-312026-05-07

IHAK ISHARES CYBERSECURITY & TECH780 sharesnew addition2026-03-312026-05-07

PAVE GLOBAL X US INFRASTRUCTURE DEVELOPMENT650 sharesnew addition2026-03-312026-05-07

Sponsored

XLK SELECT SECTOR SPDR TECHNOLOGY ETF240 sharesnew addition2026-03-312026-05-07

UEC URANIUM ENERGY (REG.)2.3K sharesnew addition2026-03-312026-05-07

CHKP CHECK POINT SOFTWARE (REGISTERED)200 sharesnew addition2026-03-312026-05-07

PAYC PAYCOM SOFTWARE (REG.)225 sharesnew addition2026-03-312026-05-07

ICLN ISHARES GLOBAL CLEAN ENERGY1.5K sharesnew addition2026-03-312026-05-07

ASHR XTRACKERS HARVEST CSI 300 CHINA A-SHARES800 sharesnew addition2026-03-312026-05-07

NKE NIKE -B-600 sharesnew addition2026-03-312026-05-07

CRWV COREWEAVE -A- (REG)300 sharesnew addition2026-03-312026-05-07

Sponsored

BIDU BAIDU -A- SPADR (REPR. 8 SHS -A-)230 sharesnew addition2026-03-312026-05-07

NOW SERVICENOW (REG.)250 sharesnew addition2026-03-312026-05-07

RNAC CARTESIAN (REG)3.9K sharesnew addition2026-03-312026-05-07

UPRO PROSHARES ULTRAPRO S&P 500240 sharesnew addition2026-03-312026-05-07

SAP SAP (SPADR REPR 1 SH)140 sharesnew addition2026-03-312026-05-07

GBTC GRAYSCALE BITCOIN440 sharesnew addition2026-03-312026-05-07

BTDR BTDR (REG) -A-2.5K sharesnew addition2026-03-312026-05-07

DXCM DEXCOM (REG.)370 sharesnew addition2026-03-312026-05-07

Sponsored

EC ECOPETROL (SPADR REPR 20 SHS)1.5K sharesnew addition2026-03-312026-05-07

UNH UNITEDHEALTH (REG.)70 sharesnew addition2026-03-312026-05-07

EMD WESTERN ASSET EMMA DEBT USD1.9K sharesnew addition2026-03-312026-05-07

AKBA AKEBIA THERAPEUTICS (REG.)15.0K sharesnew addition2026-03-312026-05-07

AVAV AEROVIRONMENT (REG)110 sharesnew addition2026-03-312026-05-07

MJ AMPLIFY ALTERNATIVE HARVEST834 sharesnew addition2026-03-312026-05-07

GILD GILEAD SCIENCES (REG.)140 sharesnew addition2026-03-312026-05-07

AFK VANECK AFRICA INDEX ETF USD735 sharesnew addition2026-03-312026-05-07

Sponsored

NNE NANO NUCLEAR ENERGY (REG)935 sharesnew addition2026-03-312026-05-07

KTOS KRATOS DEFENSE & SECURITY (REG.)260 sharesnew addition2026-03-312026-05-07

ASTS AST SPACEMOBILE (REG) -A-200 sharesnew addition2026-03-312026-05-07

KKR & CO (REG.) KKR & CO (REG.)200 sharesnew addition2026-03-312026-05-07

RCAT RED CAT HOLDINGS (REG)1.5K sharesnew addition2026-03-312026-05-07

XYZ BLOCK (REG.) -A-300 sharesnew addition2026-03-312026-05-07

MAPS WM TECHNOLOGY (REG) -A-25.0K sharesnew addition2026-03-312026-05-07

SOLSTICE ADVANCED (REG) SOLSTICE ADVANCED (REG)228 sharesnew addition2026-03-312026-05-07

Sponsored

SDGR SCHRODINGER (REG.)1.5K sharesnew addition2026-03-312026-05-07

USAR USA RARE EARTH (REG) -A-1.1K sharesnew addition2026-03-312026-05-07

LYFT LYFT -A- (REG.)1.1K sharesnew addition2026-03-312026-05-07

NOC NOTHROP GRUMMAN (REG.)22 sharesnew addition2026-03-312026-05-07

DDOG DATADOG (REG.)130 sharesnew addition2026-03-312026-05-07

PD PAGERDUTY (REG.)2.2K sharesnew addition2026-03-312026-05-07

GRAB GRAB HOLDINGS (REG) -A-4.0K sharesnew addition2026-03-312026-05-07

VSH VISHAY INTERTECHNOLOGY (REG.)725 sharesnew addition2026-03-312026-05-07

Sponsored

RXI ISHARES GLOBAL CONSUMER DISCRETIONARY70 sharesnew addition2026-03-312026-05-07

CSCO CISCO SYSTEM (REGISTERED)160 sharesnew addition2026-03-312026-05-07

CRSP CRISPR THERAPEUTICS (NAMEN)250 sharesnew addition2026-03-312026-05-07

BMY BRISTOL-MYERS SQUIBB CO (REGISTERED)210 sharesnew addition2026-03-312026-05-07

TTWO TAKE-TWO INTERACTIVE SOFTWARE(REG.)60 sharesnew addition2026-03-312026-05-07

CPNG COUPANG (REG.) -A-600 sharesnew addition2026-03-312026-05-07

GKOS GLAUKOS (REG.)100 sharesnew addition2026-03-312026-05-07

FIVE FIVE BELOW (REGISTERED)50 sharesnew addition2026-03-312026-05-07

Sponsored

ULTA ULTA BEAUTY (REG.)20 sharesnew addition2026-03-312026-05-07

MSTR STRATEGY (REG) -A-85 sharesnew addition2026-03-312026-05-07

ARGX ARGENX SPADR (REPR. 1 SHS)12 sharesnew addition2026-03-312026-05-07

PHM PULTEGROUP (REG.)70 sharesnew addition2026-03-312026-05-07

EL ESTEE LAUDER -A- (REG)100 sharesnew addition2026-03-312026-05-07

COMT ISHARES GSCI COMMODITY DYNAMIC ROLL STRATEGY ETF USD (USD)200 sharesnew addition2026-03-312026-05-07

KNSL KINSALE CAPITAL GROUP (REG.)20 sharesnew addition2026-03-312026-05-07

EDIT EDITAS MEDICINE (REG.)2.5K sharesnew addition2026-03-312026-05-07

Sponsored

GDLC GRAYSCALE DIGITAL LARGE CAP215 sharesnew addition2026-03-312026-05-07

VKTX VIKING THERAPEUTICS (REG.)200 sharesnew addition2026-03-312026-05-07

HRTX HERON THERAPEUTICS (REG.)8.5K sharesnew addition2026-03-312026-05-07

VXX ETP ON S&P 500 VIX STF 2024/23-JAN-2048 (BARCLAYS)188 sharesnew addition2026-03-312026-05-07

ATLASSIAN (REG) -A- ATLASSIAN (REG) -A-100 sharesnew addition2026-03-312026-05-07

ACIU AC IMMUNE2.0K sharesnew addition2026-03-312026-05-07

BRO BROWN & BROWN (REG.)90 sharesnew addition2026-03-312026-05-07

TILRAY BRANDS (REG) TILRAY BRANDS (REG)921 sharesnew addition2026-03-312026-05-07

Sponsored

RHP RYMAN HOSPITALITY PROPERTIES (REG)60 sharesnew addition2026-03-312026-05-07

AGEN AGENUS (REG)1.3K sharesnew addition2026-03-312026-05-07

TOST TOAST (REG.) -A-200 sharesnew addition2026-03-312026-05-07

ARCC ARES CAPITAL (REG.)250 sharesnew addition2026-03-312026-05-07

YPF YPF -D- SPADR (REPR. 1 SHS -D-)94 sharesnew addition2026-03-312026-05-07

ETHE GRAYSCALE ETHEREUM235 sharesnew addition2026-03-312026-05-07

NVO NOVO NORDISK (SPADR REPR 1 SHS -B-)103 sharesnew addition2026-03-312026-05-07

ETH GRAYSCALE ETHEREUM MINI TRUST185 sharesnew addition2026-03-312026-05-07

Sponsored

WMT WALMART (REG.)30 sharesnew addition2026-03-312026-05-07

D DOMINION ENERGY (REG.)50 sharesnew addition2026-03-312026-05-07

IONQ IONQ (REG)100 sharesnew addition2026-03-312026-05-07

GRAYSCALE BITCOIN MINI TRUST GRAYSCALE BITCOIN MINI TRUST88 sharesnew addition2026-03-312026-05-07

SYM SYMBOTIC (REG) -A-50 sharesnew addition2026-03-312026-05-07

VICARIOPUS SURGICAL (REG) -A- VICARIOPUS SURGICAL (REG) -A-3.3K sharesnew addition2026-03-312026-05-07

BEAM BEAM THERAPEUTICS (REG.)100 sharesnew addition2026-03-312026-05-07

JKS JINKOSOLAR SPADR (REPR. 4 SHS)100 sharesnew addition2026-03-312026-05-07

Sponsored

KMDA KAMADA (BEARER)250 sharesnew addition2026-03-312026-05-07

PYPL PAYPAL HOLDINGS (REG.)45 sharesnew addition2026-03-312026-05-07

TDOC TELADOC HEALTH (REG.)376 sharesnew addition2026-03-312026-05-07

COEUR MINING (REG.) COEUR MINING (REG.)100 sharesnew addition2026-03-312026-05-07

PALATIN TECHNOLOGIES (REG) PALATIN TECHNOLOGIES (REG)92 sharesnew addition2026-03-312026-05-07

UPST UPSTART HOLDINGS (REG.)50 sharesnew addition2026-03-312026-05-07

ISRG INTUITIVE SURGICAL (REG)2 sharesnew addition2026-03-312026-05-07

YELP YELP (REG)35 sharesnew addition2026-03-312026-05-07

Sponsored

SERV SERVE ROBOTICS (REG)80 sharesnew addition2026-03-312026-05-07

ALPHABET -A- (REG.)

New

Shares50.5K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE (REG)

New

Shares35.6K

Event2026-03-31

Filed2026-05-07

INVESCO QQQ

New

Shares12.4K

Event2026-03-31

Filed2026-05-07

BABA

ALIBABA GROUP SPADR (REPR. 8 SHS)

New

Shares58.7K

Event2026-03-31

Filed2026-05-07

TRANE TECHNOLOGIES (REG.)

New

Shares15.0K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON.COM (REG)

New

Shares29.3K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT (REG)

New

Shares16.7K

Event2026-03-31

Filed2026-05-07

VISA -A- (REG)

New

Shares17.2K

Event2026-03-31

Filed2026-05-07

NVDA

NVIDIA (REG)

New

Shares28.9K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE (REGISTERED)

New

Shares22.5K

Event2026-03-31

Filed2026-05-07

GLD

SPDR GOLD TRUST

New

Shares10.3K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON (REGISTERED)

New

Shares20.0K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON (REGISTERED)

New

Shares16.6K

Event2026-03-31

Filed2026-05-07

VGK

VANGUARD FTSE EUROPE ETF

New

Shares46.1K

Event2026-03-31

Filed2026-05-07