Sponsored

The Analysis of Fulcrum Equity Management's Holdings & P&L

Currently, Fulcrum Equity Management holds 123 types of securities in its portfolio with a total value $102.7M. In the most recent quarter, they have increased their positions in SCHD (+76.2K shares, valued at $2.3M), XLE (+29.1K shares, valued at $1.8M), N/A (+15.4K shares, valued at $1.1M); decreased their positions in IYW (-6.8K shares, valued at $1.2M), XLK (-5.7K shares, valued at $758.3K), GRNY (-26.1K shares, valued at $622.8K); initiated new positions in SCHD (+76.2K shares, valued at $2.3M), XLE (+29.1K shares, valued at $1.8M), N/A (+15.4K shares, valued at $1.1M).

1M P&L

+459.7K+0.45%

3M P&L

+7.9M+8.46%

HY P&L

+9.5M+10.33%

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/A60.1M

63.9%

2Oil & Gas Midstream4.9M

5.2%

3Semiconductors4.6M

4.9%

Top Industries by Stock Count

1N/A63 stocks

56.8%

2Banks - Diversified4 stocks

3.6%

3Drug Manufacturers - General3 stocks

2.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR74.7K shares-3.83%2026-03-312026-04-02

URTH ISHARES INC46.2K shares0.00%2026-03-312026-04-02

OKE ONEOK INC NEW51.5K shares1.30%2026-03-312026-04-02

XLK SELECT SECTOR SPDR TR34.8K shares-14.10%2026-03-312026-04-02

NVDA NVIDIA CORPORATION22.7K shares7.72%2026-03-312026-04-02

AAPL APPLE INC10.4K shares13.72%2026-03-312026-04-02

SCHD SCHWAB STRATEGIC TR76.2K sharesnew addition2026-03-312026-04-02

WMT WALMART INC16.8K shares0.34%2026-03-312026-04-02

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL4.0K shares-0.02%2026-03-312026-04-02

XLE SELECT SECTOR SPDR TR29.1K sharesnew addition2026-03-312026-04-02

XLC SELECT SECTOR SPDR TR16.0K shares-17.13%2026-03-312026-04-02

ALPHABET INC ALPHABET INC5.8K shares0.71%2026-03-312026-04-02

XLV SELECT SECTOR SPDR TR9.9K shares-8.05%2026-03-312026-04-02

SPYM SPDR SERIES TRUST18.8K shares27.31%2026-03-312026-04-02

AMZN AMAZON COM INC6.8K shares-4.49%2026-03-312026-04-02

XLI SELECT SECTOR SPDR TR8.7K shares30.64%2026-03-312026-04-02

Sponsored

XLF SELECT SECTOR SPDR TR28.3K shares-26.20%2026-03-312026-04-02

XLY SELECT SECTOR SPDR TR11.4K shares-20.12%2026-03-312026-04-02

MSFT MICROSOFT CORP3.3K shares-6.98%2026-03-312026-04-02

INVESCO EXCH TRADED FD TR II INVESCO EXCH TRADED FD TR II15.4K sharesnew addition2026-03-312026-04-02

JPM JPMORGAN CHASE & CO.3.7K shares1.96%2026-03-312026-04-02

TSLA TESLA INC2.6K shares4.67%2026-03-312026-04-02

BROADCOM INC BROADCOM INC3.1K shares2.12%2026-03-312026-04-02

ASML ASML HOLDING N V676 shares6.79%2026-03-312026-04-02

Sponsored

XLP SELECT SECTOR SPDR TR10.8K sharesnew addition2026-03-312026-04-02

IVE ISHARES TR4.1K shares-14.16%2026-03-312026-04-02

META META PLATFORMS INC1.5K shares-18.80%2026-03-312026-04-02

GEV GE VERNOVA INC970 shares0.21%2026-03-312026-04-02

LLY ELI LILLY & CO915 shares19.76%2026-03-312026-04-02

LOW LOWES COS INC3.5K shares0.51%2026-03-312026-04-02

XLU SELECT SECTOR SPDR TR17.6K shares-11.51%2026-03-312026-04-02

LDUR PIMCO ETF TR8.4K sharesnew addition2026-03-312026-04-02

Sponsored

AVSF AMERICAN CENTY ETF TR17.1K sharesnew addition2026-03-312026-04-02

BIL SPDR SERIES TRUST8.5K sharesnew addition2026-03-312026-04-02

DYNF BLACKROCK ETF TRUST13.3K shares-34.44%2026-03-312026-04-02

XOM EXXON MOBIL CORP4.4K shares4.24%2026-03-312026-04-02

SILA SILA REALTY TRUST INC30.8K shares0.41%2026-03-312026-04-02

LST MANAGED PORTFOLIO SERIES17.8K sharesnew addition2026-03-312026-04-02

IVW ISHARES TR6.2K shares3.05%2026-03-312026-04-02

SCHB SCHWAB STRATEGIC TR27.9K shares-33.65%2026-03-312026-04-02

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC13.7K sharesnew addition2026-03-312026-04-02

SLV ISHARES SILVER TR9.3K shares0.83%2026-03-312026-04-02

REMX VANECK ETF TRUST7.1K shares-7.55%2026-03-312026-04-02

SIVR ABRDN SILVER ETF TRUST8.7K shares0.00%2026-03-312026-04-02

COST COSTCO WHSL CORP NEW610 shares1.16%2026-03-312026-04-02

GS GOLDMAN SACHS GROUP INC706 shares2.62%2026-03-312026-04-02

APH AMPHENOL CORP NEW4.6K shares11.34%2026-03-312026-04-02

MANAGED PORTFOLIO SERIES MANAGED PORTFOLIO SERIES23.4K shares-6.77%2026-03-312026-04-02

Sponsored

CORO BLACKROCK ETF TRUST17.4K sharesnew addition2026-03-312026-04-02

XLB SELECT SECTOR SPDR TR11.1K sharesnew addition2026-03-312026-04-02

IUSB ISHARES TR11.7K shares1.33%2026-03-312026-04-02

XTEN BONDBLOXX ETF TRUST11.6K shares2.44%2026-03-312026-04-02

GLTR ABRDN PRECIOUS METALS BASKET2.4K shares0.00%2026-03-312026-04-02

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares0.63%2026-03-312026-04-02

ACWX ISHARES TR7.6K sharesnew addition2026-03-312026-04-02

AHR AMERICAN HEALTHCARE REIT INC9.9K shares0.00%2026-03-312026-04-02

Sponsored

KHPI MANAGED PORTFOLIO SERIES18.1K shares7.67%2026-03-312026-04-02

SCHZ SCHWAB STRATEGIC TR18.3K shares0.98%2026-03-312026-04-02

XES SPDR SERIES TRUST3.6K sharesnew addition2026-03-312026-04-02

PXJ INVESCO EXCHANGE TRADED FD T10.1K sharesnew addition2026-03-312026-04-02

AMAT APPLIED MATLS INC1.2K shares19.82%2026-03-312026-04-02

ISHARES GOLD TR ISHARES GOLD TR4.6K shares2.10%2026-03-312026-04-02

NFLX NETFLIX INC4.1K shares-4.58%2026-03-312026-04-02

TSM TAIWAN SEMICONDUCTOR MFG LTD1.2K shares17.62%2026-03-312026-04-02

Sponsored

AVEM AMERICAN CENTY ETF TR4.8K shares6.03%2026-03-312026-04-02

GLD SPDR GOLD TR895 shares0.00%2026-03-312026-04-02

BAI BLACKROCK ETF TRUST11.5K shares1.48%2026-03-312026-04-02

LAM RESEARCH CORP LAM RESEARCH CORP1.8K shares30.58%2026-03-312026-04-02

GOVT ISHARES TR16.0K sharesnew addition2026-03-312026-04-02

QUAL ISHARES TR1.9K shares0.00%2026-03-312026-04-02

THRO BLACKROCK ETF TRUST9.8K shares0.02%2026-03-312026-04-02

IYW ISHARES TR1.9K shares-77.81%2026-03-312026-04-02

Sponsored

JCI JOHNSON CTLS INTL PLC2.7K shares1.32%2026-03-312026-04-02

SPMO INVESCO EXCH TRADED FD TR II3.1K shares-0.51%2026-03-312026-04-02

GE AEROSPACE GE AEROSPACE1.2K shares6.77%2026-03-312026-04-02

FTXL FIRST TR EXCHANGE TRADED FD2.3K shares-12.59%2026-03-312026-04-02

ASTS AST SPACEMOBILE INC4.1K sharesnew addition2026-03-312026-04-02

V VISA INC1.1K shares-4.81%2026-03-312026-04-02

PLTR PALANTIR TECHNOLOGIES INC2.2K shares-6.10%2026-03-312026-04-02

MOO VANECK ETF TRUST3.8K sharesnew addition2026-03-312026-04-02

Sponsored

EFV ISHARES TR4.1K shares-53.95%2026-03-312026-04-02

RSPG INVESCO EXCHANGE TRADED FD T2.8K sharesnew addition2026-03-312026-04-02

TOTALENERGIES SE TOTALENERGIES SE3.3K shares0.00%2026-03-312026-04-02

RY ROYAL BK CDA1.8K shares1.37%2026-03-312026-04-02

PSI INVESCO EXCHANGE TRADED FD T3.2K shares-19.63%2026-03-312026-04-02

KO COCA COLA CO3.9K shares0.75%2026-03-312026-04-02

ABBV ABBVIE INC1.4K shares3.36%2026-03-312026-04-02

MBB ISHARES TR3.1K shares0.23%2026-03-312026-04-02

Sponsored

SHLD GLOBAL X FDS4.1K sharesnew addition2026-03-312026-04-02

ROKT SPDR SERIES TRUST2.9K sharesnew addition2026-03-312026-04-02

GRNY TIDAL TRUST I11.9K shares-68.72%2026-03-312026-04-02

NBIS NEBIUS GROUP N.V.2.7K shares-4.18%2026-03-312026-04-02

HSBC HSBC HLDGS PLC3.4K shares0.00%2026-03-312026-04-02

NVS NOVARTIS AG1.8K shares0.00%2026-03-312026-04-02

BLCR BLACKROCK ETF TRUST6.6K sharesnew addition2026-03-312026-04-02

IAGG ISHARES TR5.3K shares2.48%2026-03-312026-04-02

Sponsored

KNCT INVESCO EXCHANGE TRADED FD T1.9K shares-15.93%2026-03-312026-04-02

ALKT ALKAMI TECHNOLOGY INC16.9K sharesnew addition2026-03-312026-04-02

ENB ENBRIDGE INC4.8K shares2.04%2026-03-312026-04-02

ORCL ORACLE CORP1.8K shares-9.24%2026-03-312026-04-02

XTL SPDR SERIES TRUST1.4K sharesnew addition2026-03-312026-04-02

FTXG FIRST TR EXCHANGE TRADED FD11.4K sharesnew addition2026-03-312026-04-02

VZ VERIZON COMMUNICATIONS INC5.0K shares-0.58%2026-03-312026-04-02

SCHG SCHWAB STRATEGIC TR8.5K shares-68.87%2026-03-312026-04-02

Sponsored

EME EMCOR GROUP INC331 sharesnew addition2026-03-312026-04-02

ARISTA NETWORKS INC ARISTA NETWORKS INC2.0K shares-35.22%2026-03-312026-04-02

AMD ADVANCED MICRO DEVICES INC1.2K sharesnew addition2026-03-312026-04-02

BBP ETFIS SER TR I2.9K shares-30.42%2026-03-312026-04-02

CEF SPROTT ASSET MANAGEMENT LP5.0K sharesnew addition2026-03-312026-04-02

CTRA COTERRA ENERGY INC6.7K sharesnew addition2026-03-312026-04-02

SAN BANCO SANTANDER SA20.9K shares0.00%2026-03-312026-04-02

CSD INVESCO EXCHANGE TRADED FD T2.1K shares-20.92%2026-03-312026-04-02

Sponsored

DASH DOORDASH INC1.5K shares10.39%2026-03-312026-04-02

CHT CHUNGHWA TELECOM CO LTD5.4K shares0.00%2026-03-312026-04-02

PSCT INVESCO EXCH TRADED FD TR II3.6K shares-15.62%2026-03-312026-04-02

NEM NEWMONT CORP2.0K sharesnew addition2026-03-312026-04-02

FCG FIRST TR EXCHANGE-TRADED FD6.8K sharesnew addition2026-03-312026-04-02

MA MASTERCARD INCORPORATED426 shares-8.39%2026-03-312026-04-02

CASY CASEYS GEN STORES INC292 sharesnew addition2026-03-312026-04-02

PM PHILIP MORRIS INTL INC1.3K shares0.00%2026-03-312026-04-02

Sponsored

RTX RTX CORPORATION1.1K sharesnew addition2026-03-312026-04-02

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC2.0K sharesnew addition2026-03-312026-04-02

BITF BITFARMS LTD30.5K shares-35.92%2026-03-312026-04-02

ITOT

ISHARES TR

-3.83%

Shares74.7K

Event2026-03-31

Filed2026-04-02

URTH

ISHARES INC

0.00%

Shares46.2K

Event2026-03-31

Filed2026-04-02

OKE

ONEOK INC NEW

1.30%

Shares51.5K

Event2026-03-31

Filed2026-04-02

XLK

SELECT SECTOR SPDR TR

-14.10%

Shares34.8K

Event2026-03-31

Filed2026-04-02

NVDA

NVIDIA CORPORATION

7.72%

Shares22.7K

Event2026-03-31

Filed2026-04-02

AAPL

APPLE INC

13.72%

Shares10.4K

Event2026-03-31

Filed2026-04-02

SCHD

SCHWAB STRATEGIC TR

New

Shares76.2K

Event2026-03-31

Filed2026-04-02

WMT

WALMART INC

0.34%

Shares16.8K

Event2026-03-31

Filed2026-04-02

BERKSHIRE HATHAWAY INC DEL

-0.02%

Shares4.0K

Event2026-03-31

Filed2026-04-02

XLE

SELECT SECTOR SPDR TR

New

Shares29.1K

Event2026-03-31

Filed2026-04-02

XLC

SELECT SECTOR SPDR TR

-17.13%

Shares16.0K

Event2026-03-31

Filed2026-04-02

ALPHABET INC

0.71%

Shares5.8K

Event2026-03-31

Filed2026-04-02

XLV

SELECT SECTOR SPDR TR

-8.05%

Shares9.9K

Event2026-03-31

Filed2026-04-02

SPYM

SPDR SERIES TRUST

27.31%

Shares18.8K

Event2026-03-31

Filed2026-04-02

AMZN

AMAZON COM INC

-4.49%

Shares6.8K

Event2026-03-31

Filed2026-04-02

XLI

SELECT SECTOR SPDR TR

30.64%

Shares8.7K

Event2026-03-31

Filed2026-04-02

XLF

SELECT SECTOR SPDR TR

-26.20%

Shares28.3K

Event2026-03-31

Filed2026-04-02

XLY

SELECT SECTOR SPDR TR

-20.12%

Shares11.4K

Event2026-03-31

Filed2026-04-02

MSFT

MICROSOFT CORP

-6.98%

Shares3.3K

Event2026-03-31

Filed2026-04-02

INVESCO EXCH TRADED FD TR II

New

Shares15.4K

Event2026-03-31

Filed2026-04-02

JPM

JPMORGAN CHASE & CO.

1.96%

Shares3.7K

Event2026-03-31

Filed2026-04-02

TSLA

TESLA INC

4.67%

Shares2.6K

Event2026-03-31

Filed2026-04-02

BROADCOM INC

2.12%

Shares3.1K

Event2026-03-31

Filed2026-04-02

ASML

ASML HOLDING N V

6.79%

Shares676

Event2026-03-31

Filed2026-04-02

XLP

SELECT SECTOR SPDR TR

New

Shares10.8K

Event2026-03-31

Filed2026-04-02

IVE

ISHARES TR

-14.16%

Shares4.1K

Event2026-03-31

Filed2026-04-02

META

META PLATFORMS INC

-18.80%

Shares1.5K

Event2026-03-31

Filed2026-04-02

GEV

GE VERNOVA INC

0.21%

Shares970

Event2026-03-31

Filed2026-04-02

LLY

ELI LILLY & CO

19.76%

Shares915

Event2026-03-31

Filed2026-04-02

LOW

LOWES COS INC

0.51%

Shares3.5K

Event2026-03-31

Filed2026-04-02

XLU

SELECT SECTOR SPDR TR

-11.51%

Shares17.6K

Event2026-03-31

Filed2026-04-02

LDUR

PIMCO ETF TR

New

Shares8.4K

Event2026-03-31

Filed2026-04-02

AVSF

AMERICAN CENTY ETF TR

New

Shares17.1K

Event2026-03-31

Filed2026-04-02

BIL

SPDR SERIES TRUST

New

Shares8.5K

Event2026-03-31

Filed2026-04-02

DYNF

BLACKROCK ETF TRUST

-34.44%

Shares13.3K

Event2026-03-31

Filed2026-04-02

XOM

EXXON MOBIL CORP

4.24%

Shares4.4K

Event2026-03-31

Filed2026-04-02

SILA

SILA REALTY TRUST INC

0.41%

Shares30.8K

Event2026-03-31

Filed2026-04-02

LST

MANAGED PORTFOLIO SERIES

New

Shares17.8K

Event2026-03-31

Filed2026-04-02

IVW

ISHARES TR

3.05%

Shares6.2K

Event2026-03-31

Filed2026-04-02

SCHB

SCHWAB STRATEGIC TR

-33.65%

Shares27.9K

Event2026-03-31

Filed2026-04-02

GSY

INVESCO ACTIVELY MANAGED EXC

New

Shares13.7K

Event2026-03-31

Filed2026-04-02

SLV

ISHARES SILVER TR

0.83%

Shares9.3K

Event2026-03-31

Filed2026-04-02

REMX

VANECK ETF TRUST

-7.55%

Shares7.1K

Event2026-03-31

Filed2026-04-02

SIVR

ABRDN SILVER ETF TRUST

0.00%

Shares8.7K

Event2026-03-31

Filed2026-04-02

COST

COSTCO WHSL CORP NEW

1.16%

Shares610

Event2026-03-31

Filed2026-04-02

GOLDMAN SACHS GROUP INC

2.62%

Shares706

Event2026-03-31

Filed2026-04-02

APH

AMPHENOL CORP NEW

11.34%

Shares4.6K

Event2026-03-31

Filed2026-04-02

MANAGED PORTFOLIO SERIES

-6.77%

Shares23.4K

Event2026-03-31

Filed2026-04-02

CORO

BLACKROCK ETF TRUST

New

Shares17.4K

Event2026-03-31

Filed2026-04-02

XLB

SELECT SECTOR SPDR TR

New

Shares11.1K

Event2026-03-31

Filed2026-04-02

IUSB

ISHARES TR

1.33%

Shares11.7K

Event2026-03-31

Filed2026-04-02

XTEN

BONDBLOXX ETF TRUST

2.44%

Shares11.6K

Event2026-03-31

Filed2026-04-02

GLTR

ABRDN PRECIOUS METALS BASKET

0.00%

Shares2.4K

Event2026-03-31

Filed2026-04-02

DUKE ENERGY CORP NEW

0.63%

Shares4.0K

Event2026-03-31

Filed2026-04-02

ACWX

ISHARES TR

New

Shares7.6K

Event2026-03-31

Filed2026-04-02

AHR

AMERICAN HEALTHCARE REIT INC

0.00%

Shares9.9K

Event2026-03-31

Filed2026-04-02

KHPI

MANAGED PORTFOLIO SERIES

7.67%

Shares18.1K

Event2026-03-31

Filed2026-04-02

SCHZ

SCHWAB STRATEGIC TR

0.98%

Shares18.3K

Event2026-03-31

Filed2026-04-02

XES

SPDR SERIES TRUST

New

Shares3.6K

Event2026-03-31

Filed2026-04-02

PXJ

INVESCO EXCHANGE TRADED FD T

New

Shares10.1K

Event2026-03-31

Filed2026-04-02

AMAT

APPLIED MATLS INC

19.82%

Shares1.2K

Event2026-03-31

Filed2026-04-02

ISHARES GOLD TR

2.10%

Shares4.6K

Event2026-03-31

Filed2026-04-02

NFLX

NETFLIX INC

-4.58%

Shares4.1K

Event2026-03-31

Filed2026-04-02

TSM

TAIWAN SEMICONDUCTOR MFG LTD

17.62%

Shares1.2K

Event2026-03-31

Filed2026-04-02

AVEM

AMERICAN CENTY ETF TR

6.03%

Shares4.8K

Event2026-03-31

Filed2026-04-02

GLD

SPDR GOLD TR

0.00%

Shares895

Event2026-03-31

Filed2026-04-02

BAI

BLACKROCK ETF TRUST

1.48%

Shares11.5K

Event2026-03-31

Filed2026-04-02

LAM RESEARCH CORP

30.58%

Shares1.8K

Event2026-03-31

Filed2026-04-02

GOVT

ISHARES TR

New

Shares16.0K

Event2026-03-31

Filed2026-04-02

QUAL

ISHARES TR

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-02

THRO

BLACKROCK ETF TRUST

0.02%

Shares9.8K

Event2026-03-31

Filed2026-04-02

IYW

ISHARES TR

-77.81%

Shares1.9K

Event2026-03-31

Filed2026-04-02

JCI

JOHNSON CTLS INTL PLC

1.32%

Shares2.7K

Event2026-03-31

Filed2026-04-02

SPMO

INVESCO EXCH TRADED FD TR II

-0.51%

Shares3.1K

Event2026-03-31

Filed2026-04-02

GE AEROSPACE

6.77%

Shares1.2K

Event2026-03-31

Filed2026-04-02

FTXL

FIRST TR EXCHANGE TRADED FD

-12.59%

Shares2.3K

Event2026-03-31

Filed2026-04-02

ASTS

AST SPACEMOBILE INC

New

Shares4.1K

Event2026-03-31

Filed2026-04-02

VISA INC

-4.81%

Shares1.1K

Event2026-03-31

Filed2026-04-02

PLTR

PALANTIR TECHNOLOGIES INC

-6.10%

Shares2.2K

Event2026-03-31

Filed2026-04-02

MOO

VANECK ETF TRUST

New

Shares3.8K

Event2026-03-31

Filed2026-04-02

EFV

ISHARES TR

-53.95%

Shares4.1K

Event2026-03-31

Filed2026-04-02

RSPG

INVESCO EXCHANGE TRADED FD T

New

Shares2.8K

Event2026-03-31

Filed2026-04-02

TOTALENERGIES SE

0.00%

Shares3.3K

Event2026-03-31

Filed2026-04-02

ROYAL BK CDA

1.37%

Shares1.8K

Event2026-03-31

Filed2026-04-02

PSI

INVESCO EXCHANGE TRADED FD T

-19.63%

Shares3.2K

Event2026-03-31

Filed2026-04-02

COCA COLA CO

0.75%

Shares3.9K

Event2026-03-31

Filed2026-04-02

ABBV

ABBVIE INC

3.36%

Shares1.4K

Event2026-03-31

Filed2026-04-02

MBB

ISHARES TR

0.23%

Shares3.1K

Event2026-03-31

Filed2026-04-02

SHLD

GLOBAL X FDS

New

Shares4.1K

Event2026-03-31

Filed2026-04-02

ROKT

SPDR SERIES TRUST

New

Shares2.9K

Event2026-03-31

Filed2026-04-02

GRNY

TIDAL TRUST I

-68.72%

Shares11.9K

Event2026-03-31

Filed2026-04-02

NBIS

NEBIUS GROUP N.V.

-4.18%

Shares2.7K

Event2026-03-31

Filed2026-04-02

HSBC

HSBC HLDGS PLC

0.00%

Shares3.4K

Event2026-03-31

Filed2026-04-02

NVS

NOVARTIS AG

0.00%

Shares1.8K

Event2026-03-31

Filed2026-04-02

BLCR

BLACKROCK ETF TRUST

New

Shares6.6K

Event2026-03-31

Filed2026-04-02

IAGG

ISHARES TR

2.48%

Shares5.3K

Event2026-03-31

Filed2026-04-02

KNCT

INVESCO EXCHANGE TRADED FD T

-15.93%

Shares1.9K

Event2026-03-31

Filed2026-04-02

ALKT

ALKAMI TECHNOLOGY INC

New

Shares16.9K

Event2026-03-31

Filed2026-04-02

ENB

ENBRIDGE INC

2.04%

Shares4.8K

Event2026-03-31

Filed2026-04-02

ORCL

ORACLE CORP

-9.24%

Shares1.8K

Event2026-03-31

Filed2026-04-02

XTL

SPDR SERIES TRUST

New

Shares1.4K

Event2026-03-31

Filed2026-04-02

FTXG

FIRST TR EXCHANGE TRADED FD

New

Shares11.4K

Event2026-03-31

Filed2026-04-02

VERIZON COMMUNICATIONS INC

-0.58%

Shares5.0K

Event2026-03-31

Filed2026-04-02

SCHG

SCHWAB STRATEGIC TR

-68.87%

Shares8.5K

Event2026-03-31

Filed2026-04-02

EME

EMCOR GROUP INC

New

Shares331

Event2026-03-31

Filed2026-04-02

ARISTA NETWORKS INC

-35.22%

Shares2.0K

Event2026-03-31

Filed2026-04-02

AMD

ADVANCED MICRO DEVICES INC

New

Shares1.2K

Event2026-03-31

Filed2026-04-02

BBP

ETFIS SER TR I

-30.42%

Shares2.9K

Event2026-03-31

Filed2026-04-02

CEF

SPROTT ASSET MANAGEMENT LP

New

Shares5.0K

Event2026-03-31

Filed2026-04-02

CTRA

COTERRA ENERGY INC

New

Shares6.7K

Event2026-03-31

Filed2026-04-02

SAN

BANCO SANTANDER SA

0.00%

Shares20.9K

Event2026-03-31

Filed2026-04-02

CSD

INVESCO EXCHANGE TRADED FD T

-20.92%

Shares2.1K

Event2026-03-31

Filed2026-04-02

DASH

DOORDASH INC

10.39%

Shares1.5K

Event2026-03-31

Filed2026-04-02

CHT

CHUNGHWA TELECOM CO LTD

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-02

PSCT

INVESCO EXCH TRADED FD TR II

-15.62%

Shares3.6K

Event2026-03-31

Filed2026-04-02

NEM

NEWMONT CORP

New

Shares2.0K

Event2026-03-31

Filed2026-04-02

FCG

FIRST TR EXCHANGE-TRADED FD

New

Shares6.8K

Event2026-03-31

Filed2026-04-02

MASTERCARD INCORPORATED

-8.39%

Shares426

Event2026-03-31

Filed2026-04-02

CASY

CASEYS GEN STORES INC

New

Shares292

Event2026-03-31

Filed2026-04-02

PHILIP MORRIS INTL INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-02

RTX

RTX CORPORATION

New

Shares1.1K

Event2026-03-31

Filed2026-04-02

MARVELL TECHNOLOGY INC

New

Shares2.0K

Event2026-03-31

Filed2026-04-02

BITF

BITFARMS LTD

-35.92%

Shares30.5K

Event2026-03-31

Filed2026-04-02

Call Option Holdings

TSLA Call CallTESLA INC5.0K sharesnew addition2026-03-312026-04-02

ARKG Call CallARK ETF TR20.0K sharesnew addition2026-03-312026-04-02

TLT Call CallISHARES TR24.0K sharesnew addition2026-03-312026-04-02

TSLA Call

TESLA INC

New

Shares5.0K

Event2026-03-31

Filed2026-04-02

ARKG Call

ARK ETF TR

New

Shares20.0K

Event2026-03-31

Filed2026-04-02

TLT Call

ISHARES TR

New

Shares24.0K

Event2026-03-31

Filed2026-04-02

Put Option Holdings

TSLA Put PutTESLA INC8.5K sharesnew addition2026-03-312026-04-02

TSLA Put

TESLA INC

New

Shares8.5K

Event2026-03-31

Filed2026-04-02