The Analysis of Fourth Dimension Wealth, LLC's Holdings & P&L


Currently, Fourth Dimension Wealth, LLC holds 596 types of securities in its portfolio with a total value $263.7M. In the most recent quarter, they have increased their positions in SPTM (+16.2K shares, valued at $1.3M), GSLC (+3.8K shares, valued at $472.7K), N/A (+774 shares, valued at $446.7K); decreased their positions in VUG (-1.9K shares, valued at $814.2K), AGG (-7.0K shares, valued at $697.6K), VTV (-3.5K shares, valued at $689.1K); initiated new positions in GLNG (+7.6K shares, valued at $411.2K), DKS (+1.8K shares, valued at $350.0K), DVY (+2.1K shares, valued at $325.5K).


1M P&L
+11.3M+4.28%
3M P&L
-21.1M-7.13%
HY P&L
-13.7M-4.76%

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/A193.7M
74.7%
2Consumer Electronics15.3M
5.9%
3Semiconductors12.2M
4.7%

Top Industries by Stock Count

1N/A227 stocks
40.5%
2Software - Application18 stocks
3.2%
3Software - Infrastructure16 stocks
2.9%
Stock Holdings
SPTM
STATE STREET
8.98%
Shares196.2K
Event2026-03-31
Filed2026-05-11
AAPL
APPLE INC
-3.81%
Shares54.0K
Event2026-03-31
Filed2026-05-11
XLK
STATE STREET
0.94%
Shares97.0K
Event2026-03-31
Filed2026-05-11
JMBS
JANUS HENDERSON
2.43%
Shares271.0K
Event2026-03-31
Filed2026-05-11
SPTI
STATE STREET
2.65%
Shares327.6K
Event2026-03-31
Filed2026-05-11
DIA
STATE STREET
3.64%
Shares19.3K
Event2026-03-31
Filed2026-05-11
NVDA
NVIDIA CORP
-6.25%
Shares47.6K
Event2026-03-31
Filed2026-05-11
SPDW
STATE STREET
1.92%
Shares149.3K
Event2026-03-31
Filed2026-05-11
GSLC
GOLDMAN SACHS
7.85%
Shares51.9K
Event2026-03-31
Filed2026-05-11
SPTS
STATE STREET
4.31%
Shares200.3K
Event2026-03-31
Filed2026-05-11
AMZN
AMAZON COM
-3.77%
Shares27.7K
Event2026-03-31
Filed2026-05-11
INVESCO QQQ
INVESCO QQQ
8.63%
Shares9.7K
Event2026-03-31
Filed2026-05-11
VUG
VANGUARD GROWTH
-13.22%
Shares12.2K
Event2026-03-31
Filed2026-05-11
TFI
STATE STREET
2.23%
Shares107.8K
Event2026-03-31
Filed2026-05-11
XLF
STATE STREET
2.64%
Shares96.8K
Event2026-03-31
Filed2026-05-11
XLV
STATE STREET
1.25%
Shares32.1K
Event2026-03-31
Filed2026-05-11
GLD
SPDR GOLD
-1.04%
Shares10.5K
Event2026-03-31
Filed2026-05-11
IQDG
WISDOMTREE INTL
7.97%
Shares109.5K
Event2026-03-31
Filed2026-05-11
EEM
ISHARES MSCI
7.03%
Shares73.6K
Event2026-03-31
Filed2026-05-11
XLY
STATE STREET
7.35%
Shares37.6K
Event2026-03-31
Filed2026-05-11
XLC
STATE STREET
3.32%
Shares35.3K
Event2026-03-31
Filed2026-05-11
VTV
VANGUARD VALUE
-15.69%
Shares18.9K
Event2026-03-31
Filed2026-05-11
SPIB
STATE STREET
1.15%
Shares98.8K
Event2026-03-31
Filed2026-05-11
SPTL
STATE STREET
4.37%
Shares121.2K
Event2026-03-31
Filed2026-05-11
INVESCO S&P
INVESCO S&P
11.61%
Shares16.3K
Event2026-03-31
Filed2026-05-11
JAAA
JANUS HENDERSON
4.51%
Shares57.9K
Event2026-03-31
Filed2026-05-11
XLI
STATE STREET
-4.69%
Shares17.3K
Event2026-03-31
Filed2026-05-11
IJH
ISHARES CORE
12.33%
Shares40.5K
Event2026-03-31
Filed2026-05-11
VTI
VANGUARD TOTAL
-3.83%
Shares7.9K
Event2026-03-31
Filed2026-05-11
MSFT
MICROSOFT CORP
-3.34%
Shares6.7K
Event2026-03-31
Filed2026-05-11
AVSC
AVANTIS U S
6.90%
Shares36.5K
Event2026-03-31
Filed2026-05-11
QGRO
AMERICAN CENTURY
9.33%
Shares21.1K
Event2026-03-31
Filed2026-05-11
LLY
ELI LILLY
-5.14%
Shares2.2K
Event2026-03-31
Filed2026-05-11
IBTG
ISHARES IBONDS
6.18%
Shares86.9K
Event2026-03-31
Filed2026-05-11
XLP
STATE STREET
7.41%
Shares24.1K
Event2026-03-31
Filed2026-05-11
XLE
STATE STREET
2.17%
Shares30.6K
Event2026-03-31
Filed2026-05-11
NFLX
NETFLIX INC
-1.69%
Shares19.1K
Event2026-03-31
Filed2026-05-11
IEFA
ISHARES CORE
-3.85%
Shares20.3K
Event2026-03-31
Filed2026-05-11
SPYG
STATE STREET
-6.63%
Shares15.8K
Event2026-03-31
Filed2026-05-11
SPYV
STATE STREET
-8.67%
Shares25.3K
Event2026-03-31
Filed2026-05-11
SPLB
STATE STREET
3.94%
Shares63.1K
Event2026-03-31
Filed2026-05-11
AMD
ADVANCED MICRO
-8.24%
Shares6.9K
Event2026-03-31
Filed2026-05-11
META
META PLATFORMS
-18.13%
Shares2.4K
Event2026-03-31
Filed2026-05-11
XLU
STATE STREET
0.37%
Shares28.4K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
-21.46%
Shares4.2K
Event2026-03-31
Filed2026-05-11
JPM
JPMORGAN CHASE
-0.84%
Shares4.1K
Event2026-03-31
Filed2026-05-11
BIL
STATE STREET
-18.30%
Shares12.5K
Event2026-03-31
Filed2026-05-11
USFR
WISDOMTREE FLOATING
3.97%
Shares22.7K
Event2026-03-31
Filed2026-05-11
XOM
EXXON MOBIL
-3.02%
Shares6.4K
Event2026-03-31
Filed2026-05-11
IBTH
ISHARES IBONDS
6.38%
Shares47.5K
Event2026-03-31
Filed2026-05-11
BROADCOM INC
BROADCOM INC
41.71%
Shares3.3K
Event2026-03-31
Filed2026-05-11
IEMG
ISHARES CORE
1.97%
Shares13.9K
Event2026-03-31
Filed2026-05-11
SPY
STATE STREET
9.37%
Shares1.4K
Event2026-03-31
Filed2026-05-11
IJR
ISHARES CORE
-36.03%
Shares7.0K
Event2026-03-31
Filed2026-05-11
TAFI
AB TAX
1.34%
Shares33.2K
Event2026-03-31
Filed2026-05-11
JMST
JPMORGAN
-3.14%
Shares16.2K
Event2026-03-31
Filed2026-05-11
IUSG
ISHARES S&P
9.38%
Shares5.3K
Event2026-03-31
Filed2026-05-11
XLRE
STATE STREET
2.69%
Shares19.7K
Event2026-03-31
Filed2026-05-11
JNJ
JOHNSON & JOHNSON
17.52%
Shares3.3K
Event2026-03-31
Filed2026-05-11
EBND
SPDR BLOOMBERG
3.31%
Shares38.1K
Event2026-03-31
Filed2026-05-11
XLB
STATE STREET
4.16%
Shares15.4K
Event2026-03-31
Filed2026-05-11
JEPQ
JPMORGAN
21.57%
Shares13.8K
Event2026-03-31
Filed2026-05-11
MYCG
SPDR SSGA
6.24%
Shares30.4K
Event2026-03-31
Filed2026-05-11
MU
MICRON TECHNOLOGY INC
27.86%
Shares2.2K
Event2026-03-31
Filed2026-05-11
MEAR
ISHARES SHORT
-3.26%
Shares14.6K
Event2026-03-31
Filed2026-05-11
ALPHABET INC
ALPHABET INC
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-11
IVV
ISHARES CORE
82.69%
Shares1.1K
Event2026-03-31
Filed2026-05-11
SPSM
STATE STREET
-2.66%
Shares14.4K
Event2026-03-31
Filed2026-05-11
MCD
MCDONALDS CORP
-20.39%
Shares2.2K
Event2026-03-31
Filed2026-05-11
MLN
VANECK LONG
1.04%
Shares37.1K
Event2026-03-31
Filed2026-05-11
EATON CORP
EATON CORP
-0.65%
Shares1.7K
Event2026-03-31
Filed2026-05-11
SPMD
STATE STREET
1.23%
Shares9.5K
Event2026-03-31
Filed2026-05-11
APD
AIR PRODUCTS
29.84%
Shares1.9K
Event2026-03-31
Filed2026-05-11
MBB
ISHARES MBS
-4.70%
Shares5.6K
Event2026-03-31
Filed2026-05-11
IGM
ISHARES EXPANDED
-0.58%
Shares4.3K
Event2026-03-31
Filed2026-05-11
VGT
VANGUARD INFORMATION
-7.48%
Shares717
Event2026-03-31
Filed2026-05-11
DUKE ENERGY
DUKE ENERGY
11.45%
Shares3.8K
Event2026-03-31
Filed2026-05-11
VCSH
VANGUARD SHORT
-7.08%
Shares6.2K
Event2026-03-31
Filed2026-05-11
MA
MASTERCARD INC
0.00%
Shares982
Event2026-03-31
Filed2026-05-11
HD
HOME DEPOT
-1.33%
Shares1.5K
Event2026-03-31
Filed2026-05-11
TSM
TAIWAN SEMICONDUCTOR
14.99%
Shares1.4K
Event2026-03-31
Filed2026-05-11
WMT
WALMART INC
-37.47%
Shares3.7K
Event2026-03-31
Filed2026-05-11
COST
COSTCO WHOLESALE
-6.93%
Shares443
Event2026-03-31
Filed2026-05-11
TSLA
TESLA INC
-21.45%
Shares1.2K
Event2026-03-31
Filed2026-05-11
VCIT
VANGUARD INTERMEDIATE
-8.23%
Shares5.2K
Event2026-03-31
Filed2026-05-11
BSMQ
INVESCO BULLETSHARES
-3.18%
Shares18.0K
Event2026-03-31
Filed2026-05-11
KEYS
KEYSIGHT TECHNOLOGIES
49.49%
Shares1.5K
Event2026-03-31
Filed2026-05-11
GLNG
GOLAR LNG
New
Shares7.6K
Event2026-03-31
Filed2026-05-11
VBK
VANGUARD SMALL
-17.27%
Shares1.4K
Event2026-03-31
Filed2026-05-11
INVESCO FTSE
INVESCO FTSE
85630.00%
Shares8.6K
Event2026-03-31
Filed2026-05-11
SDY
STATE STREET
1852.11%
Shares2.8K
Event2026-03-31
Filed2026-05-11
FLHY
FRANKLIN HIGH
3.35%
Shares16.3K
Event2026-03-31
Filed2026-05-11
SNDK
SANDISK CORP
833.33%
Shares588
Event2026-03-31
Filed2026-05-11
AGG
ISHARES CORE
-65.14%
Shares3.8K
Event2026-03-31
Filed2026-05-11
BRX
BRIXMOR PROPERTY
45.79%
Shares12.8K
Event2026-03-31
Filed2026-05-11
COP
CONOCOPHILLIPS
610.00%
Shares2.8K
Event2026-03-31
Filed2026-05-11
VEA
VANGUARD FTSE
-51.66%
Shares5.6K
Event2026-03-31
Filed2026-05-11
NVT
NVENT ELECTRIC
46.89%
Shares3.1K
Event2026-03-31
Filed2026-05-11
KTB
KONTOOR BRANDS
82.89%
Shares5.1K
Event2026-03-31
Filed2026-05-11
HSY
HERSHEY COMPANY
22.63%
Shares1.7K
Event2026-03-31
Filed2026-05-11
DKS
DICKS SPORTING
New
Shares1.8K
Event2026-03-31
Filed2026-05-11
JGRO
JPMORGAN ACTIVE
15.71%
Shares4.0K
Event2026-03-31
Filed2026-05-11
MPC
MARATHON PETROLEUM
-2.72%
Shares1.4K
Event2026-03-31
Filed2026-05-11
ABT
ABBOTT LABORATORIES
52.63%
Shares3.3K
Event2026-03-31
Filed2026-05-11
CELESTICA INC
CELESTICA INC
114.89%
Shares1.2K
Event2026-03-31
Filed2026-05-11
DVY
ISHARES TR
New
Shares2.1K
Event2026-03-31
Filed2026-05-11
BIV
VANGUARD INTERMEDIATE
-12.49%
Shares4.2K
Event2026-03-31
Filed2026-05-11
BAC
BANK AMERICA
53.66%
Shares6.6K
Event2026-03-31
Filed2026-05-11
SHYD
VANECK SHORT
1.08%
Shares14.0K
Event2026-03-31
Filed2026-05-11
FITB
FIFTH THIRD
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-11
ABBV
ABBVIE INC
-0.42%
Shares1.4K
Event2026-03-31
Filed2026-05-11
GOVT
ISHARES U S
3.09%
Shares13.3K
Event2026-03-31
Filed2026-05-11
MYCH
SPDR SSGA
6.26%
Shares12.1K
Event2026-03-31
Filed2026-05-11
WYNN
WYNN RESORTS
117.97%
Shares2.9K
Event2026-03-31
Filed2026-05-11
NOW
SERVICENOW INC
342.90%
Shares2.7K
Event2026-03-31
Filed2026-05-11
V
VISA INC
-12.05%
Shares949
Event2026-03-31
Filed2026-05-11
ARES
ARES MANAGEMENT
127.21%
Shares2.5K
Event2026-03-31
Filed2026-05-11
LQD
ISHARES IBOXX
-10.72%
Shares2.5K
Event2026-03-31
Filed2026-05-11
CGMS
CAPITAL GRP FIXED INCM ETF T
-0.60%
Shares10.1K
Event2026-03-31
Filed2026-05-11
D
DOMINION ENERGY
387.36%
Shares4.4K
Event2026-03-31
Filed2026-05-11
DASH
DOORDASH INC
403.37%
Shares1.8K
Event2026-03-31
Filed2026-05-11
PLTR
PALANTIR TECHNOLOGIES
1.47%
Shares1.7K
Event2026-03-31
Filed2026-05-11
LOAR
LOAR HOLDINGS
New
Shares4.4K
Event2026-03-31
Filed2026-05-11
SCHG
SCHWAB US
1.74%
Shares8.5K
Event2026-03-31
Filed2026-05-11
VB
VANGUARD SMALL
-8.06%
Shares947
Event2026-03-31
Filed2026-05-11
CGDG
CAPITAL GROUP DIVIDEND GROWE
-0.35%
Shares6.8K
Event2026-03-31
Filed2026-05-11
VBR
VANGUARD SMALL
-24.09%
Shares1.1K
Event2026-03-31
Filed2026-05-11
MDY
STATE STR SPDR S&P MIDCAP 40
New
Shares370
Event2026-03-31
Filed2026-05-11
PG
PROCTER & GAMBLE
-22.12%
Shares1.5K
Event2026-03-31
Filed2026-05-11
TIP
ISHARES TIPS
-16.59%
Shares2.0K
Event2026-03-31
Filed2026-05-11
VLO
VALERO ENERGY
-56.43%
Shares850
Event2026-03-31
Filed2026-05-11
IYW
ISHARES TECHNOLOGY
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
LITE
LUMENTUM HOLDINGS
171.15%
Shares282
Event2026-03-31
Filed2026-05-11
T
AT&T INC
-21.32%
Shares6.7K
Event2026-03-31
Filed2026-05-11
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-2.40%
Shares406
Event2026-03-31
Filed2026-05-11
PROFESSIONALLY MANAGED
PROFESSIONALLY MANAGED
-21.02%
Shares3.6K
Event2026-03-31
Filed2026-05-11
SYK
STRYKER CORP
0.00%
Shares580
Event2026-03-31
Filed2026-05-11
UAL
UNITED AIRLINES
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-11
AVMU
AVANTIS CORE
-3.13%
Shares4.0K
Event2026-03-31
Filed2026-05-11
MO
ALTRIA GROUP
4.60%
Shares2.7K
Event2026-03-31
Filed2026-05-11
IUSV
ISHARES CORE
-5.90%
Shares1.7K
Event2026-03-31
Filed2026-05-11
TAXE
T ROWE
0.00%
Shares3.5K
Event2026-03-31
Filed2026-05-11
VZ
VERIZON COMMUNICATIONS
8.66%
Shares3.5K
Event2026-03-31
Filed2026-05-11
KO
COCA COLA COMPANY
-6.12%
Shares2.3K
Event2026-03-31
Filed2026-05-11
VIS
VANGUARD INDUSTRIALS
-4.10%
Shares562
Event2026-03-31
Filed2026-05-11
QUAL
ISHARES MSCI
-0.33%
Shares906
Event2026-03-31
Filed2026-05-11
WMB
WILLIAMS COS
0.00%
Shares2.4K
Event2026-03-31
Filed2026-05-11
CRWD
CROWDSTRIKE HOLDINGS
26.47%
Shares430
Event2026-03-31
Filed2026-05-11
RTX
RTX CORP
-14.60%
Shares848
Event2026-03-31
Filed2026-05-11
BND
VANGUARD TOTAL
-8.11%
Shares2.1K
Event2026-03-31
Filed2026-05-11
VST
VISTRA CORP
33.98%
Shares1.0K
Event2026-03-31
Filed2026-05-11
LMT
LOCKHEED MARTIN
0.00%
Shares245
Event2026-03-31
Filed2026-05-11
VANGUARD S&P
VANGUARD S&P
-59.50%
Shares245
Event2026-03-31
Filed2026-05-11
FDN
FIRST TRUST
-9.99%
Shares622
Event2026-03-31
Filed2026-05-11
DE
DEERE & CO
0.00%
Shares254
Event2026-03-31
Filed2026-05-11
SEAGATE TECHNOLOGY
SEAGATE TECHNOLOGY
14.78%
Shares365
Event2026-03-31
Filed2026-05-11
VDC
VANGUARD CONSUMER
-0.79%
Shares630
Event2026-03-31
Filed2026-05-11
ECL
ECOLAB INC
0.00%
Shares525
Event2026-03-31
Filed2026-05-11
NEE
NEXTERA ENERGY
0.07%
Shares1.4K
Event2026-03-31
Filed2026-05-11
MERCK & COMPANY
MERCK & COMPANY
-38.33%
Shares999
Event2026-03-31
Filed2026-05-11
WDC
WESTERN DIGITAL
51.72%
Shares440
Event2026-03-31
Filed2026-05-11
XOP
STATE STREET
-0.46%
Shares649
Event2026-03-31
Filed2026-05-11
IWM
ISHARES RUSSELL
-0.84%
Shares471
Event2026-03-31
Filed2026-05-11
IBB
ISHARES BIOTECHNOLOGY
-11.10%
Shares689
Event2026-03-31
Filed2026-05-11
SCHO
SCHWAB SHORT
-10.91%
Shares4.8K
Event2026-03-31
Filed2026-05-11
PEP
PEPSICO INC
0.00%
Shares729
Event2026-03-31
Filed2026-05-11
DGRO
ISHARES CORE
-5.88%
Shares1.6K
Event2026-03-31
Filed2026-05-11
MGM
MGM RESORTS
-4.84%
Shares3.0K
Event2026-03-31
Filed2026-05-11
VIG
VANGUARD DIVIDEND
0.00%
Shares506
Event2026-03-31
Filed2026-05-11
DG
DOLLAR GENL
-9.90%
Shares910
Event2026-03-31
Filed2026-05-11
DIS
WALT DISNEY
-3.37%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ARM
ARM HOLDINGS
75.00%
Shares700
Event2026-03-31
Filed2026-05-11
IWR
ISHARES RUSSELL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
SPAB
STATE STREET
50.84%
Shares3.9K
Event2026-03-31
Filed2026-05-11
LOW
LOWES COMPANIES
-6.87%
Shares420
Event2026-03-31
Filed2026-05-11
PANW
PALO ALTO
0.00%
Shares600
Event2026-03-31
Filed2026-05-11
AAAU
GOLDMAN SACHS
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-11
PFE
PFIZER INC
-4.78%
Shares3.4K
Event2026-03-31
Filed2026-05-11
TLT
ISHARES 20
-4.50%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ZS
ZSCALER INC
0.00%
Shares655
Event2026-03-31
Filed2026-05-11
GEV
GE VERNOVA
33.33%
Shares104
Event2026-03-31
Filed2026-05-11
GILD
GILEAD SCIENCES
0.00%
Shares648
Event2026-03-31
Filed2026-05-11
FLMX
FRANKLIN FTSE
-1.05%
Shares2.5K
Event2026-03-31
Filed2026-05-11
VFH
VANGUARD FINANCIALS
-19.76%
Shares731
Event2026-03-31
Filed2026-05-11
CVX
CHEVRON CORP
0.00%
Shares423
Event2026-03-31
Filed2026-05-11
EPD
ENTERPRISE PRODUCTS
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-11
NET
CLOUDFLARE INC
-15.43%
Shares411
Event2026-03-31
Filed2026-05-11
HBAN
HUNTINGTON BANCSHARES
-4.78%
Shares5.4K
Event2026-03-31
Filed2026-05-11
PSN
PARSONS CORP
-20.60%
Shares1.5K
Event2026-03-31
Filed2026-05-11
QCOM
QUALCOMM INC
0.00%
Shares619
Event2026-03-31
Filed2026-05-11
STERIS PLC
STERIS PLC
0.00%
Shares350
Event2026-03-31
Filed2026-05-11
OKE
ONEOK INC
-3.48%
Shares833
Event2026-03-31
Filed2026-05-11
PGX
INVESCO PFD
2.33%
Shares6.8K
Event2026-03-31
Filed2026-05-11
PM
PHILIP MORRIS
-16.25%
Shares433
Event2026-03-31
Filed2026-05-11
CDNS
CADENCE DESIGN
-71.87%
Shares256
Event2026-03-31
Filed2026-05-11
CAT
CATERPILLAR INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
CRM
SALESFORCE INC
-39.74%
Shares376
Event2026-03-31
Filed2026-05-11
SHW
SHERWIN WILLIAMS
-11.02%
Shares210
Event2026-03-31
Filed2026-05-11
SPMO
INVESCO S&P
0.00%
Shares600
Event2026-03-31
Filed2026-05-11
SPMB
STATE STREET
-0.91%
Shares2.9K
Event2026-03-31
Filed2026-05-11
ED
CONSOLIDATED EDISON
0.00%
Shares572
Event2026-03-31
Filed2026-05-11
BA
BOEING COMPANY
0.00%
Shares325
Event2026-03-31
Filed2026-05-11
LAM RESEARCH
LAM RESEARCH
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
ALPS OSHARES
ALPS OSHARES
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
SHEL
SHELL PLC
0.00%
Shares682
Event2026-03-31
Filed2026-05-11
AMGN
AMGEN INC
0.00%
Shares179
Event2026-03-31
Filed2026-05-11
FXY
INVESCO CURRENCYSHARES
-1.27%
Shares1.1K
Event2026-03-31
Filed2026-05-11
PLD
PROLOGIS INC
0.00%
Shares475
Event2026-03-31
Filed2026-05-11
MARVELL TECHNOLOGY
MARVELL TECHNOLOGY
0.00%
Shares628
Event2026-03-31
Filed2026-05-11
CRWV
COREWEAVE INC
39.13%
Shares800
Event2026-03-31
Filed2026-05-11
NVS
NOVARTIS AG
0.00%
Shares400
Event2026-03-31
Filed2026-05-11
GLW
CORNING INC
52.26%
Shares437
Event2026-03-31
Filed2026-05-11
SLG
SL GREEN
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-11
KEY
KEYCORP NEW
8.40%
Shares2.9K
Event2026-03-31
Filed2026-05-11
MOH
MOLINA HEALTHCARE
0.00%
Shares440
Event2026-03-31
Filed2026-05-11
F
FORD MOTOR
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-11
BLACKSTONE INC
BLACKSTONE INC
0.00%
Shares500
Event2026-03-31
Filed2026-05-11
ENB
ENBRIDGE INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ANGL
VANECK FALLEN
-8.38%
Shares2.0K
Event2026-03-31
Filed2026-05-11
HYLB
XTRACKERS USD
-19.34%
Shares1.6K
Event2026-03-31
Filed2026-05-11
MMM
3M COMPANY
-20.45%
Shares385
Event2026-03-31
Filed2026-05-11
VTEB
VANGUARD MUNICIPAL
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-11
MPWR
MONOLITHIC POWER
0.00%
Shares49
Event2026-03-31
Filed2026-05-11
ENPH
ENPHASE ENERGY
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
NUE
NUCOR CORP
0.00%
Shares313
Event2026-03-31
Filed2026-05-11
DLY
DOUBLELINE YIELD
15.15%
Shares3.8K
Event2026-03-31
Filed2026-05-11
DAL
DELTA AIRLINES
0.00%
Shares795
Event2026-03-31
Filed2026-05-11
BILS
STATE STREET
-49.70%
Shares507
Event2026-03-31
Filed2026-05-11
AGNC
AGNC INVESTMENT
0.00%
Shares5.0K
Event2026-03-31
Filed2026-05-11
IBM
INTL BUSINESS
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
MTZ
MASTEC INC
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
TRV
TRAVELERS COS
0.00%
Shares165
Event2026-03-31
Filed2026-05-11
TER
TERADYNE INC
0.00%
Shares162
Event2026-03-31
Filed2026-05-11
TOTL
STATE STREET
-2.90%
Shares1.2K
Event2026-03-31
Filed2026-05-11
AEP
AMERICAN ELECTRIC
0.55%
Shares363
Event2026-03-31
Filed2026-05-11
SPYD
STATE STREET
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
URA
GLOBAL X
-31.57%
Shares969
Event2026-03-31
Filed2026-05-11
O
REALTY INCOME
0.00%
Shares766
Event2026-03-31
Filed2026-05-11
VAW
VANGUARD MATERIALS
-0.49%
Shares203
Event2026-03-31
Filed2026-05-11
PAVE
GLOBAL X
0.00%
Shares891
Event2026-03-31
Filed2026-05-11
UNH
UNITEDHEALTH GROUP
0.00%
Shares167
Event2026-03-31
Filed2026-05-11
STZ
CONSTELLATION BRANDS
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
MEDTRONIC PLC
MEDTRONIC PLC
-0.99%
Shares500
Event2026-03-31
Filed2026-05-11
TPR
TAPESTRY INC
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
IVE
ISHARES S&P
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
CITIGROUP INC
CITIGROUP INC
-48.48%
Shares372
Event2026-03-31
Filed2026-05-11
BKNG
BOOKING HOLDINGS
New
Shares10
Event2026-03-31
Filed2026-05-11
RPM
RPM INTL INC
0.00%
Shares420
Event2026-03-31
Filed2026-05-11
SJM
SMUCKER JM
0.00%
Shares420
Event2026-03-31
Filed2026-05-11
EPOL
ISHARES MSCI
-1.25%
Shares1.1K
Event2026-03-31
Filed2026-05-11
ISHARES GOLD
ISHARES GOLD
0.00%
Shares449
Event2026-03-31
Filed2026-05-11
CALM
CAL MAINE FOODS
New
Shares500
Event2026-03-31
Filed2026-05-11
ASEA
GLOBAL X
1.99%
Shares2.0K
Event2026-03-31
Filed2026-05-11
KMB
KIMBERLY CLARK
-3.96%
Shares388
Event2026-03-31
Filed2026-05-11
IGV
ISHARES EXPANDED
-31.52%
Shares467
Event2026-03-31
Filed2026-05-11
CSX
CSX CORP
0.00%
Shares900
Event2026-03-31
Filed2026-05-11
AIRR
FIRST TRUST
0.00%
Shares330
Event2026-03-31
Filed2026-05-11
ADBE
ADOBE INC
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
PSX
PHILLIPS 66
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
IWB
ISHARES RUSSELL
0.00%
Shares102
Event2026-03-31
Filed2026-05-11
IEI
ISHARES 3-7YR
0.00%
Shares303
Event2026-03-31
Filed2026-05-11
MCHI
ISHARES MSCI
-31.55%
Shares638
Event2026-03-31
Filed2026-05-11
FS SPECIALTY
FS SPECIALTY
0.07%
Shares2.9K
Event2026-03-31
Filed2026-05-11
UBER
UBER TECHNOLOGIES
-16.84%
Shares494
Event2026-03-31
Filed2026-05-11
JHMM
JOHN HANCOCK
0.00%
Shares526
Event2026-03-31
Filed2026-05-11
ANNALY CAPITAL
ANNALY CAPITAL
43.48%
Shares1.6K
Event2026-03-31
Filed2026-05-11
NSC
NORFOLK SOUTHERN
-52.36%
Shares121
Event2026-03-31
Filed2026-05-11
EMR
EMERSON ELECTRIC
0.00%
Shares260
Event2026-03-31
Filed2026-05-11
KRE
SPDR S&P
-31.63%
Shares521
Event2026-03-31
Filed2026-05-11
VODAFONE GROUP
VODAFONE GROUP
0.00%
Shares2.3K
Event2026-03-31
Filed2026-05-11
NKE
NIKE INC
0.00%
Shares614
Event2026-03-31
Filed2026-05-11
BNDX
VANGUARD TOTAL
0.00%
Shares664
Event2026-03-31
Filed2026-05-11
ASML
ASML HOLDING
0.00%
Shares24
Event2026-03-31
Filed2026-05-11
MSI
MOTOROLA SOLUTIONS
0.00%
Shares73
Event2026-03-31
Filed2026-05-11
SPHY
STATE STREET
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-11
BSV
VANGUARD SHORT
0.00%
Shares397
Event2026-03-31
Filed2026-05-11
FLIN
FRANKLIN FTSE
0.00%
Shares937
Event2026-03-31
Filed2026-05-11
URI
UNITED RENTALS
0.00%
Shares42
Event2026-03-31
Filed2026-05-11
ET
ENERGY TRANSFER
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-11
SPHQ
INVESCO S&P
0.00%
Shares376
Event2026-03-31
Filed2026-05-11
CEG
CONSTELLATION ENERGY
-60.16%
Shares100
Event2026-03-31
Filed2026-05-11
WPC
W P CAREY
-49.38%
Shares405
Event2026-03-31
Filed2026-05-11
RCL
ROYAL CARIBBEAN
-89.55%
Shares100
Event2026-03-31
Filed2026-05-11
PNC
PNC FINANCIAL
0.00%
Shares128
Event2026-03-31
Filed2026-05-11
INTC
INTEL CORP
-4.31%
Shares600
Event2026-03-31
Filed2026-05-11
TDY
TELEDYNE TECHNOLOGIES
0.00%
Shares43
Event2026-03-31
Filed2026-05-11
EFAV
ISHARES MSCI
0.00%
Shares285
Event2026-03-31
Filed2026-05-11
NZF
NUVEEN MUNICIPAL
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-11
OEF
ISHARES S&P
0.00%
Shares81
Event2026-03-31
Filed2026-05-11
BSX
BOSTON SCIENTIFIC
0.00%
Shares400
Event2026-03-31
Filed2026-05-11
BABA
ALIBABA GROUP
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
EPR
EPR PROPERTIES
0.00%
Shares500
Event2026-03-31
Filed2026-05-11
INVESCO S&P
INVESCO S&P
-31.58%
Shares338
Event2026-03-31
Filed2026-05-11
KBE
STATE STREET
-1.21%
Shares408
Event2026-03-31
Filed2026-05-11
SANM
SANMINA CORP
0.00%
Shares187
Event2026-03-31
Filed2026-05-11
IWF
ISHARES RUSSELL
0.00%
Shares56
Event2026-03-31
Filed2026-05-11
ULTA
ULTA BEAUTY
0.00%
Shares45
Event2026-03-31
Filed2026-05-11
EMXC
ISHARES MSCI
-31.42%
Shares299
Event2026-03-31
Filed2026-05-11
ITOT
ISHARES CORE
0.00%
Shares165
Event2026-03-31
Filed2026-05-11
ING
ING GROEP
0.00%
Shares900
Event2026-03-31
Filed2026-05-11
WM
WASTE MANAGEMENT
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
ETR
ENTERGY CORP
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
SITM
SITIME CORP
0.00%
Shares65
Event2026-03-31
Filed2026-05-11
GM
GENERAL MOTORS
-32.13%
Shares300
Event2026-03-31
Filed2026-05-11
KIE
STATE STREET
0.00%
Shares403
Event2026-03-31
Filed2026-05-11
WELL
WELLTOWER INC
-93.73%
Shares111
Event2026-03-31
Filed2026-05-11
SO
SOUTHERN COMPANY
-31.40%
Shares225
Event2026-03-31
Filed2026-05-11
MTUM
ISHARES MSCI
0.00%
Shares90
Event2026-03-31
Filed2026-05-11
AXON
AXON ENTERPRISE
0.00%
Shares51
Event2026-03-31
Filed2026-05-11
CTVA
CORTEVA INC
-1.54%
Shares255
Event2026-03-31
Filed2026-05-11
ONEY
STATE STREET
0.00%
Shares177
Event2026-03-31
Filed2026-05-11
SCHD
SCHWAB US
0.00%
Shares687
Event2026-03-31
Filed2026-05-11
RY
ROYAL BANK
0.00%
Shares130
Event2026-03-31
Filed2026-05-11
ADP
AUTOMATIC DATA
-11.21%
Shares103
Event2026-03-31
Filed2026-05-11
BXP
BXP INC
0.00%
Shares400
Event2026-03-31
Filed2026-05-11
MET
METLIFE INC
29.33%
Shares291
Event2026-03-31
Filed2026-05-11
AWK
AMERICAN WATER
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
WDFC
WD 40
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
BOTZ
GLOBAL X
0.00%
Shares600
Event2026-03-31
Filed2026-05-11
JCI
JOHNSON CONTROLS
0.00%
Shares152
Event2026-03-31
Filed2026-05-11
VPU
VANGUARD UTILITIES
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
PWR
QUANTA SERVICES
New
Shares36
Event2026-03-31
Filed2026-05-11
BINC
ISHARES FLEXIBLE
0.00%
Shares377
Event2026-03-31
Filed2026-05-11
GNRC
GENERAC HOLDINGS
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
IWD
ISHARES RUSSELL
0.00%
Shares91
Event2026-03-31
Filed2026-05-11
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares98
Event2026-03-31
Filed2026-05-11
VEU
VANGUARD FTSE
0.00%
Shares255
Event2026-03-31
Filed2026-05-11
CRCL
CIRCLE INTERNET
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
ERO
ERO COPPER
New
Shares710
Event2026-03-31
Filed2026-05-11
VENTURE GLOBAL
VENTURE GLOBAL
New
Shares1.2K
Event2026-03-31
Filed2026-05-11
FCFS
FIRSTCASH HOLDINGS
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
SCHW
SCHWAB CHARLES
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
CGW
INVESCO S&P
0.00%
Shares288
Event2026-03-31
Filed2026-05-11
TWLO
TWILIO INC
0.00%
Shares145
Event2026-03-31
Filed2026-05-11
TOTALENERGIES SE
TOTALENERGIES SE
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
ADM
ARCHER DANIELS
0.00%
Shares250
Event2026-03-31
Filed2026-05-11
QQQJ
INVESCO NASDAQ
0.00%
Shares500
Event2026-03-31
Filed2026-05-11
HWM
HOWMET AEROSPACE
New
Shares78
Event2026-03-31
Filed2026-05-11
MASI
MASIMO CORP
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
PYPL
PAYPAL HOLDINGS
-9.24%
Shares393
Event2026-03-31
Filed2026-05-11
UPS
UNITED PARCEL
-5.76%
Shares180
Event2026-03-31
Filed2026-05-11
EWY
ISHARES MSCI
New
Shares143
Event2026-03-31
Filed2026-05-11
AEM
AGNICO-EAGLE
New
Shares85
Event2026-03-31
Filed2026-05-11
STWD
STARWOOD PROPERTY
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
CCJ
CAMECO CORP
New
Shares158
Event2026-03-31
Filed2026-05-11
GIS
GENERAL MILLS
-21.37%
Shares460
Event2026-03-31
Filed2026-05-11
A
AGILENT TECHNOLOGIES
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
INCY
INCYTE CORP
0.00%
Shares180
Event2026-03-31
Filed2026-05-11
GRC
GORMAN RUPP
0.00%
Shares270
Event2026-03-31
Filed2026-05-11
FSK
FS KKR
0.00%
Shares1.6K
Event2026-03-31
Filed2026-05-11
ELV
ELEVANCE HEALTH
0.00%
Shares57
Event2026-03-31
Filed2026-05-11
KNX
KNIGHT SWIFT
0.00%
Shares288
Event2026-03-31
Filed2026-05-11
MS
MORGAN STANLEY
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
SYY
SYSCO CORP
0.00%
Shares230
Event2026-03-31
Filed2026-05-11
PRU
PRUDENTIAL FINANCIAL
-3.47%
Shares167
Event2026-03-31
Filed2026-05-11
TJX
TJX COS
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
COWZ
PACER US
0.00%
Shares253
Event2026-03-31
Filed2026-05-11
DOV
DOVER CORP
0.00%
Shares75
Event2026-03-31
Filed2026-05-11
IOT
SAMSARA INC
0.00%
Shares490
Event2026-03-31
Filed2026-05-11
ENS
ENERSYS
0.00%
Shares89
Event2026-03-31
Filed2026-05-11
JMUB
JPMORGAN
0.32%
Shares309
Event2026-03-31
Filed2026-05-11
WBIY
WBI POWER
-24.83%
Shares454
Event2026-03-31
Filed2026-05-11
SNOW
SNOWFLAKE INC
0.00%
Shares102
Event2026-03-31
Filed2026-05-11
MTH
MERITAGE HOMES
0.00%
Shares246
Event2026-03-31
Filed2026-05-11
BMY
BRISTOL MYERS
-11.97%
Shares250
Event2026-03-31
Filed2026-05-11
EQAL
INVESCO RUSSELL
0.00%
Shares275
Event2026-03-31
Filed2026-05-11
KMI
KINDER MORGAN
0.00%
Shares450
Event2026-03-31
Filed2026-05-11
VYM
VANGUARD HIGH
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
ARI
APOLLO COMMERCIAL
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
USAR
USA RARE
New
Shares950
Event2026-03-31
Filed2026-05-11
XSW
STATE STREET
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
RITM
RITHM CAPITAL
0.00%
Shares1.5K
Event2026-03-31
Filed2026-05-11
LPLA
LPL FINANCIAL
0.00%
Shares47
Event2026-03-31
Filed2026-05-11
CRDO
CREDO TECHNOLOGY
New
Shares150
Event2026-03-31
Filed2026-05-11
TGT
TARGET CORP
-8.66%
Shares116
Event2026-03-31
Filed2026-05-11
TD
TORONTO DOMINION
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
ROBT
FIRST TRUST
0.00%
Shares300
Event2026-03-31
Filed2026-05-11
SNA
SNAP ON
0.00%
Shares38
Event2026-03-31
Filed2026-05-11
QNITY ELECTRONICS
QNITY ELECTRONICS
-6.30%
Shares119
Event2026-03-31
Filed2026-05-11
BE
BLOOM ENERGY
New
Shares100
Event2026-03-31
Filed2026-05-11
OBE
OBSIDIAN ENERGY
0.00%
Shares1.4K
Event2026-03-31
Filed2026-05-11
KEP
KOREA ELECTRIC
New
Shares915
Event2026-03-31
Filed2026-05-11
RA
BROOKFIELD REAL
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
AAOI
APPLIED OPTOELECTRONICS
New
Shares150
Event2026-03-31
Filed2026-05-11
TROW
T ROWE
0.00%
Shares140
Event2026-03-31
Filed2026-05-11
CSCO
CISCO SYSTEMS
-94.50%
Shares162
Event2026-03-31
Filed2026-05-11
BIT
BLACKROCK MULTI
0.00%
Shares1.0K
Event2026-03-31
Filed2026-05-11
IBIT
ISHARES BITCOIN
0.00%
Shares325
Event2026-03-31
Filed2026-05-11
PBR
PETROLEO BRASILEIRO
0.00%
Shares600
Event2026-03-31
Filed2026-05-11
DIVO
AMPLIFY CWP
0.00%
Shares275
Event2026-03-31
Filed2026-05-11
IWN
ISHARES RUSSELL
0.00%
Shares65
Event2026-03-31
Filed2026-05-11
CDP
COPT DEFENSE
0.00%
Shares400
Event2026-03-31
Filed2026-05-11
COIN
COINBASE GLOBAL
0.00%
Shares70
Event2026-03-31
Filed2026-05-11
RGTI
RIGETTI COMPUTING
0.00%
Shares870
Event2026-03-31
Filed2026-05-11
CROWN CASTLE
CROWN CASTLE
0.00%
Shares150
Event2026-03-31
Filed2026-05-11
APP
APPLOVIN CORP
-89.29%
Shares30
Event2026-03-31
Filed2026-05-11
FELE
FRANKLIN ELECTRIC
0.00%
Shares129
Event2026-03-31
Filed2026-05-11
WY
WEYERHAEUSER CO
-49.58%
Shares484
Event2026-03-31
Filed2026-05-11
VO
VANGUARD MID
0.00%
Shares41
Event2026-03-31
Filed2026-05-11
TKR
TIMKEN CO
0.00%
Shares117
Event2026-03-31
Filed2026-05-11
HXL
HEXCEL CORP NEW
0.00%
Shares144
Event2026-03-31
Filed2026-05-11
PCY
INVESCO EMERGING
0.00%
Shares553
Event2026-03-31
Filed2026-05-11
CMCSA
COMCAST CORP
0.00%
Shares395
Event2026-03-31
Filed2026-05-11
IVW
ISHARES S&P
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
BTI
BRITISH AMERN
0.00%
Shares193
Event2026-03-31
Filed2026-05-11
CMG
CHIPOTLE MEXICAN
0.00%
Shares350
Event2026-03-31
Filed2026-05-11
MRP
MILLROSE PPTYS
New
Shares400
Event2026-03-31
Filed2026-05-11
TFSL
TFS FINANCIAL
0.90%
Shares787
Event2026-03-31
Filed2026-05-11
SKYY
FIRST TRUST
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
XLG
INVESCO S&P
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
TE CONNECTIVITY
TE CONNECTIVITY
0.00%
Shares52
Event2026-03-31
Filed2026-05-11
ONDS
ONDAS INC
1100.00%
Shares1.2K
Event2026-03-31
Filed2026-05-11
LVS
LAS VEGAS SANDS
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
COHERENT CORP
COHERENT CORP
New
Shares45
Event2026-03-31
Filed2026-05-11
PPG
PPG INDUSTRIES
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
HYMB
STATE STREET
0.48%
Shares423
Event2026-03-31
Filed2026-05-11
RWR
STATE STREET
0.00%
Shares103
Event2026-03-31
Filed2026-05-11
CLX
CLOROX COMPANY
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
PPA
INVESCO AEROSPACE
103.33%
Shares61
Event2026-03-31
Filed2026-05-11
FE
FIRSTENERGY CORP
-30.36%
Shares195
Event2026-03-31
Filed2026-05-11
CNQ
CANADIAN NATURAL
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
ORCL
ORACLE CORP
0.00%
Shares66
Event2026-03-31
Filed2026-05-11
WBD
WARNER BROS
42.91%
Shares353
Event2026-03-31
Filed2026-05-11
ISRG
INTUITIVE SURGICAL
0.00%
Shares21
Event2026-03-31
Filed2026-05-11
ESTC
ELASTIC N V
0.00%
Shares190
Event2026-03-31
Filed2026-05-11
ROKU
ROKU INC
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
INSM
INSMED INC
0.00%
Shares57
Event2026-03-31
Filed2026-05-11
ABNB
AIRBNB INC
0.00%
Shares73
Event2026-03-31
Filed2026-05-11
SCHV
SCHWAB US
-3.25%
Shares298
Event2026-03-31
Filed2026-05-11
MDLZ
MONDELEZ INTERNATIONAL
-17.46%
Shares156
Event2026-03-31
Filed2026-05-11
AB
ALLIANCE BERNSTEIN
0.00%
Shares240
Event2026-03-31
Filed2026-05-11
ITRI
ITRON INC
0.00%
Shares97
Event2026-03-31
Filed2026-05-11
ACLS
AXCELIS TECHNOLOGIES
0.00%
Shares92
Event2026-03-31
Filed2026-05-11
ONEQ
FIDELITY NASDAQ
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
RGA
REINSURANCE GROUP
0.00%
Shares41
Event2026-03-31
Filed2026-05-11
JANX
JANUX THERAPEUTICS
100.00%
Shares600
Event2026-03-31
Filed2026-05-11
BAH
BOOZ ALLEN
0.00%
Shares106
Event2026-03-31
Filed2026-05-11
WWD
WOODWARD INC
0.00%
Shares23
Event2026-03-31
Filed2026-05-11
VMBS
VANGUARD MORTGAGE
0.00%
Shares171
Event2026-03-31
Filed2026-05-11
AMCOR PLC
AMCOR PLC
New
Shares200
Event2026-03-31
Filed2026-05-11
GPC
GENUINE PARTS
0.00%
Shares75
Event2026-03-31
Filed2026-05-11
KBWB
INVESCO KBW
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
MFC
MANULIFE FINANCIAL
-43.90%
Shares230
Event2026-03-31
Filed2026-05-11
USB
U S BANCORP DE
0.00%
Shares146
Event2026-03-31
Filed2026-05-11
NSA
NATIONAL STORAGE
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
VRT
VERTIV HOLDINGS
0.00%
Shares30
Event2026-03-31
Filed2026-05-11
PRI
PRIMERICA INC
0.00%
Shares30
Event2026-03-31
Filed2026-05-11
QRVO
QORVO INC
0.00%
Shares97
Event2026-03-31
Filed2026-05-11
LPX
LA PAC CORP
0.00%
Shares101
Event2026-03-31
Filed2026-05-11
DTE
DTE ENERGY
0.00%
Shares50
Event2026-03-31
Filed2026-05-11
MGV
VANGUARD MEGA
0.00%
Shares50
Event2026-03-31
Filed2026-05-11
SIX FLAGS
SIX FLAGS
0.00%
Shares390
Event2026-03-31
Filed2026-05-11
TRMB
TRIMBLE INC
0.00%
Shares106
Event2026-03-31
Filed2026-05-11
UNP
UNION PACIFIC CORP
0.00%
Shares28
Event2026-03-31
Filed2026-05-11
ARKK
ARK INNOVATION
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
ACCENTURE PLC
ACCENTURE PLC
0.00%
Shares34
Event2026-03-31
Filed2026-05-11
KGS
KODIAK GAS
0.00%
Shares115
Event2026-03-31
Filed2026-05-11
DOW
DOW INC
-8.82%
Shares155
Event2026-03-31
Filed2026-05-11
CIBR
FIRST TRUST
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
CFG
CITIZENS FINANCIAL
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
VV
VANGUARD LARGE
0.00%
Shares20
Event2026-03-31
Filed2026-05-11
IYF
ISHARES U S
0.00%
Shares50
Event2026-03-31
Filed2026-05-11
SOUN
SOUNDHOUND AI
0.00%
Shares850
Event2026-03-31
Filed2026-05-11
KHC
KRAFT HEINZ
0.00%
Shares258
Event2026-03-31
Filed2026-05-11
AL
AIR LEASE
0.00%
Shares89
Event2026-03-31
Filed2026-05-11
RSPD
INVESCO S&P
0.00%
Shares105
Event2026-03-31
Filed2026-05-11
VWO
VANGUARD FSTE
0.00%
Shares103
Event2026-03-31
Filed2026-05-11
VTR
VENTAS INC
0.00%
Shares68
Event2026-03-31
Filed2026-05-11
BAX
BAXTER INTL
0.00%
Shares327
Event2026-03-31
Filed2026-05-11
OMF
ONEMAIN HLDGS
-75.00%
Shares100
Event2026-03-31
Filed2026-05-11
FDX
FEDEX CORP
0.00%
Shares15
Event2026-03-31
Filed2026-05-11
ALNY
ALNYLAM PHARMACEUTICALS
0.00%
Shares16
Event2026-03-31
Filed2026-05-11
VTRS
VIATRIS INC
-11.14%
Shares391
Event2026-03-31
Filed2026-05-11
XSMO
INVESCO S&P
New
Shares68
Event2026-03-31
Filed2026-05-11
SMMU
PIMCO SHORT
0.00%
Shares101
Event2026-03-31
Filed2026-05-11
CHE
CHEMED CORP
0.00%
Shares13
Event2026-03-31
Filed2026-05-11
CHDN
CHURCHILL DOWNS
0.00%
Shares54
Event2026-03-31
Filed2026-05-11
XYZ
BLOCK INC
0.00%
Shares80
Event2026-03-31
Filed2026-05-11
NOC
NORTHROP GRUMMAN
0.00%
Shares7
Event2026-03-31
Filed2026-05-11
HPE
HEWLETT PACKARD
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
UNILEVER PLC
UNILEVER PLC
0.00%
Shares82
Event2026-03-31
Filed2026-05-11
AIQ
GLOBAL X
0.00%
Shares100
Event2026-03-31
Filed2026-05-11
SYNA
SYNAPTICS INC
0.00%
Shares65
Event2026-03-31
Filed2026-05-11
VIPER ENERGY
VIPER ENERGY
0.00%
Shares95
Event2026-03-31
Filed2026-05-11
ROBO
ROBO GLOBAL
0.00%
Shares64
Event2026-03-31
Filed2026-05-11
SUPER MICRO
SUPER MICRO
0.00%
Shares190
Event2026-03-31
Filed2026-05-11
ICLR
ICON PLC
0.00%
Shares38
Event2026-03-31
Filed2026-05-11
BLCN
SIREN NEXGEN
0.00%
Shares200
Event2026-03-31
Filed2026-05-11
FBND
FIDELITY TOTAL
0.00%
Shares92
Event2026-03-31
Filed2026-05-11
ALRM
ALARM COM
0.00%
Shares94
Event2026-03-31
Filed2026-05-11
DUPONT DE
DUPONT DE
-38.30%
Shares87
Event2026-03-31
Filed2026-05-11
SOFI
SOFI TECHNOLOGIES
0.00%
Shares250
Event2026-03-31
Filed2026-05-11
CEVA
CEVA INC
0.00%
Shares209
Event2026-03-31
Filed2026-05-11
MQ
MARQETA INC
0.00%
Shares935
Event2026-03-31
Filed2026-05-11
ETSY
ETSY INC
0.00%
Shares76
Event2026-03-31
Filed2026-05-11
DOCU
DOCUSIGN INC
0.00%
Shares78
Event2026-03-31
Filed2026-05-11
GOGL
CMB TECH
0.00%
Shares285
Event2026-03-31
Filed2026-05-11
QLYS
QUALYS INC
0.00%
Shares40
Event2026-03-31
Filed2026-05-11
OS
ONESTREAM INC
0.00%
Shares140
Event2026-03-31
Filed2026-05-11
ACES
ALPS CLEAN
New
Shares100
Event2026-03-31
Filed2026-05-11

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Fourth Dimension Wealth, LLC Institutional Holdings, Portfolio & P&L β€” TradeFomo