Sponsored

The Analysis of Garrett Wealth Advisory Group, LLC's Holdings & P&L

Currently, Garrett Wealth Advisory Group, LLC holds 133 types of securities in its portfolio with a total value $562.3M. In the most recent quarter, they have increased their positions in HELO (+292.0K shares, valued at $18.7M), CGNG (+135.1K shares, valued at $4.3M), NVDA (+17.4K shares, valued at $3.0M); decreased their positions in QUS (-121.7K shares, valued at $20.9M), EPS (-73.2K shares, valued at $5.0M), SPDW (-18.1K shares, valued at $825.0K); initiated new positions in HELO (+292.0K shares, valued at $18.7M), SLB (+9.7K shares, valued at $499.9K), NFLX (+4.6K shares, valued at $440.3K).

1M P&L

+22.1M+4.14%

3M P&L

+25.4M+4.80%

HY P&L

+65.8M+13.45%

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/A298.3M

59.5%

2Oil & Gas Midstream107.5M

21.4%

3Consumer Electronics15.9M

3.2%

Top Industries by Stock Count

1N/A32 stocks

26.9%

2Semiconductors6 stocks

5.0%

3Oil & Gas Midstream5 stocks

4.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ET ENERGY TRANSFER L P5.5M shares0.01%2026-03-312026-04-27

EPS WISDOMTREE TR750.0K shares-8.89%2026-03-312026-04-27

SPYG SPDR SERIES TRUST408.2K shares2.08%2026-03-312026-04-27

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T796.0K shares-1.73%2026-03-312026-04-27

JHMM JOHN HANCOCK EXCHANGE TRADED562.8K shares0.62%2026-03-312026-04-27

SPDW SPDR INDEX SHS FDS793.3K shares-2.23%2026-03-312026-04-27

SPSM SPDR SERIES TRUST457.3K shares-1.59%2026-03-312026-04-27

CGNG CAPITAL GROUP NEW GEOGRAPHY601.7K shares28.94%2026-03-312026-04-27

Sponsored

HELO J P MORGAN EXCHANGE TRADED F292.0K sharesnew addition2026-03-312026-04-27

AAPL APPLE INC62.5K shares18.00%2026-03-312026-04-27

EVSM MORGAN STANLEY ETF TRUST256.7K shares4.51%2026-03-312026-04-27

QUAL ISHARES TR65.1K shares-2.17%2026-03-312026-04-27

USMV ISHARES TR109.3K shares-2.48%2026-03-312026-04-27

MTUM ISHARES TR40.8K shares-1.23%2026-03-312026-04-27

QUS SPDR SERIES TRUST56.8K shares-68.17%2026-03-312026-04-27

CDC VICTORY PORTFOLIOS II109.6K shares-4.13%2026-03-312026-04-27

Sponsored

XOM EXXON MOBIL CORP45.4K shares4.31%2026-03-312026-04-27

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.7K shares8.59%2026-03-312026-04-27

NVDA NVIDIA CORPORATION34.1K shares104.94%2026-03-312026-04-27

ALPHABET INC ALPHABET INC20.4K shares17.74%2026-03-312026-04-27

AMZN AMAZON COM INC19.9K shares49.88%2026-03-312026-04-27

VIG VANGUARD SPECIALIZED FUNDS18.5K shares-4.49%2026-03-312026-04-27

MSFT MICROSOFT CORP9.7K shares47.14%2026-03-312026-04-27

CVX CHEVRON CORPORATION15.5K shares22.62%2026-03-312026-04-27

Sponsored

LMT LOCKHEED MARTIN CORP4.3K shares3.24%2026-03-312026-04-27

WMT WALMART INC18.5K shares18.39%2026-03-312026-04-27

CAT CATERPILLAR INC3.1K shares11.27%2026-03-312026-04-27

BROADCOM INC BROADCOM INC6.7K shares106.31%2026-03-312026-04-27

SHEL SHELL PLC21.6K shares-2.21%2026-03-312026-04-27

ALPHABET INC ALPHABET INC6.9K shares313.77%2026-03-312026-04-27

LOW LOWES COS INC8.0K shares2.94%2026-03-312026-04-27

JPM JPMORGAN CHASE & CO6.4K shares71.75%2026-03-312026-04-27

Sponsored

META META PLATFORMS INC3.2K shares93.90%2026-03-312026-04-27

UNP UNION PAC CORP6.6K shares1.95%2026-03-312026-04-27

FANG DIAMONDBACK ENERGY INC7.7K shares1.97%2026-03-312026-04-27

VLO VALERO ENERGY CORP5.9K shares27.39%2026-03-312026-04-27

LLY ELI LILLY & CO1.5K shares60.62%2026-03-312026-04-27

ABBV ABBVIE INC6.1K shares50.71%2026-03-312026-04-27

FFIN FIRST FINL BANKSHARES INC43.9K shares0.61%2026-03-312026-04-27

PSX PHILLIPS 666.8K shares-1.18%2026-03-312026-04-27

Sponsored

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP3.6K shares29.65%2026-03-312026-04-27

GEV GE VERNOVA INC1.4K shares14.23%2026-03-312026-04-27

TSLA TESLA INC3.1K shares111.42%2026-03-312026-04-27

V VISA INC3.6K shares47.38%2026-03-312026-04-27

PEP PEPSICO INC6.7K shares5.53%2026-03-312026-04-27

PG PROCTER & GAMBLE CO7.1K shares21.53%2026-03-312026-04-27

PNC PNC FINL SVCS GROUP INC4.8K shares7.73%2026-03-312026-04-27

LAM RESEARCH CORP LAM RESEARCH CORP4.4K shares26.42%2026-03-312026-04-27

Sponsored

MA MASTERCARD INCORPORATED1.9K shares52.37%2026-03-312026-04-27

ORCL ORACLE CORP6.0K shares33.12%2026-03-312026-04-27

NRG NRG ENERGY INC5.7K shares3.56%2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC977 shares18.71%2026-03-312026-04-27

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW6.3K shares9.23%2026-03-312026-04-27

OKE ONEOK INC NEW8.8K shares6.12%2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC3.8K shares46.67%2026-03-312026-04-27

IVV ISHARES TR1.2K shares-1.00%2026-03-312026-04-27

Sponsored

MERCK & CO INC MERCK & CO INC6.4K shares36.79%2026-03-312026-04-27

LPLA LPL FINL HLDGS INC2.5K shares0.36%2026-03-312026-04-27

EMR EMERSON ELEC CO5.8K shares28.36%2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC5.0K shares42.54%2026-03-312026-04-27

COP CONOCOPHILLIPS5.5K shares-1.97%2026-03-312026-04-27

EATON CORP PLC EATON CORP PLC2.0K shares28.05%2026-03-312026-04-27

PTEN PATTERSON-UTI ENERGY INC63.5K shares0.79%2026-03-312026-04-27

DIS DISNEY WALT CO7.0K shares11.57%2026-03-312026-04-27

Sponsored

SPMD SPDR SERIES TRUST11.2K shares31.30%2026-03-312026-04-27

PM PHILIP MORRIS INTL INC3.8K shares21.94%2026-03-312026-04-27

INVESCO QQQ TR INVESCO QQQ TR1.0K shares-0.59%2026-03-312026-04-27

TSM TAIWAN SEMICONDUCTOR MANUFAC1.7K shares5.89%2026-03-312026-04-27

JNJ JOHNSON & JOHNSON2.4K shares120.63%2026-03-312026-04-27

GE AEROSPACE GE AEROSPACE1.9K shares56.63%2026-03-312026-04-27

UNILEVER PLC UNILEVER PLC9.4K shares-10.30%2026-03-312026-04-27

KO COCA COLA CO6.9K shares13.75%2026-03-312026-04-27

Sponsored

ATO ATMOS ENERGY CORP2.8K shares50.56%2026-03-312026-04-27

HD HOME DEPOT INC1.6K shares110.79%2026-03-312026-04-27

SPGM SPDR INDEX SHS FDS6.6K shares-34.38%2026-03-312026-04-27

SLB SLB LIMITED9.7K sharesnew addition2026-03-312026-04-27

XLC SELECT SECTOR SPDR TR4.4K shares0.00%2026-03-312026-04-27

VGT VANGUARD WORLD FD694 shares0.00%2026-03-312026-04-27

KLAC KLA CORP314 shares36.52%2026-03-312026-04-27

BKNG BOOKING HOLDINGS INC105 shares26.51%2026-03-312026-04-27

Sponsored

NFLX NETFLIX INC.4.6K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION439 sharesnew addition2026-03-312026-04-27

VUG VANGUARD INDEX FDS1.0K shares-6.19%2026-03-312026-04-27

MEDTRONIC PLC MEDTRONIC PLC4.9K shares10.33%2026-03-312026-04-27

MSIF MSC INCOME FUND INC34.5K shares47.01%2026-03-312026-04-27

QCOM QUALCOMM INC3.2K shares-50.22%2026-03-312026-04-27

GLD SPDR GOLD TR945 shares-13.70%2026-03-312026-04-27

HAL HALLIBURTON CO9.9K shares14.61%2026-03-312026-04-27

Sponsored

BMY BRISTOL-MYERS SQUIBB CO6.0K shares30.96%2026-03-312026-04-27

ENB ENBRIDGE INC6.6K shares-3.39%2026-03-312026-04-27

NEE NEXTERA ENERGY INC3.9K sharesnew addition2026-03-312026-04-27

T AT&T INC12.3K sharesnew addition2026-03-312026-04-27

DLN WISDOMTREE TR4.0K shares-11.65%2026-03-312026-04-27

SCHW SCHWAB CHARLES CORP3.7K shares48.10%2026-03-312026-04-27

CSCO CISCO SYS INC4.5K sharesnew addition2026-03-312026-04-27

EBAY EBAY INC.3.8K shares20.04%2026-03-312026-04-27

Sponsored

AMAT APPLIED MATLS INC990 sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC1.7K shares37.82%2026-03-312026-04-27

MCD MCDONALDS CORP1.1K sharesnew addition2026-03-312026-04-27

IUSV ISHARES TR3.2K shares0.03%2026-03-312026-04-27

USLM UNITED STS LIME & MINERALS I2.5K shares0.00%2026-03-312026-04-27

EPD ENTERPRISE PRODS PARTNERS L8.5K shares-10.53%2026-03-312026-04-27

SUN SUNOCO LP/SUNOCO FIN CORP4.9K shares0.00%2026-03-312026-04-27

IUSG ISHARES TR2.0K shares0.05%2026-03-312026-04-27

Sponsored

DGRO ISHARES TR4.4K shares-31.52%2026-03-312026-04-27

CFR CULLEN FROST BANKERS INC2.3K shares33.12%2026-03-312026-04-27

MCK MCKESSON CORP357 shares45.71%2026-03-312026-04-27

BAC BANK AMERICA CORP6.2K sharesnew addition2026-03-312026-04-27

RTX RTX CORPORATION1.5K sharesnew addition2026-03-312026-04-27

MO ALTRIA GROUP INC4.4K sharesnew addition2026-03-312026-04-27

SPY STATE STR SPDR S&P 500 ETF T424 shares0.00%2026-03-312026-04-27

VTR VENTAS INC3.4K shares3.67%2026-03-312026-04-27

Sponsored

ALB ALBEMARLE CORP1.5K sharesnew addition2026-03-312026-04-27

KMI KINDER MORGAN INC DEL7.9K sharesnew addition2026-03-312026-04-27

NSC NORFOLK SOUTHN CORP913 shares-18.70%2026-03-312026-04-27

MET METLIFE INC3.7K shares21.77%2026-03-312026-04-27

SO SOUTHERN CO2.7K sharesnew addition2026-03-312026-04-27

ABT ABBOTT LABORATORIES2.5K shares40.96%2026-03-312026-04-27

IGV ISHARES TR3.2K shares0.00%2026-03-312026-04-27

TXT TEXTRON INC2.9K sharesnew addition2026-03-312026-04-27

Sponsored

DE DEERE & CO451 sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC702 sharesnew addition2026-03-312026-04-27

HTH HILLTOP HLDGS INC6.6K shares0.00%2026-03-312026-04-27

VTI VANGUARD INDEX FDS726 shares0.00%2026-03-312026-04-27

AXP AMERICAN EXPRESS CO759 sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO2.7K sharesnew addition2026-03-312026-04-27

MPC MARATHON PETE CORP890 sharesnew addition2026-03-312026-04-27

QQEW FIRST TR EXCHANGE-TRADED FD1.6K shares-5.70%2026-03-312026-04-27

Sponsored

IWM ISHARES TR839 shares0.00%2026-03-312026-04-27

EUFN ISHARES TR5.9K shares0.00%2026-03-312026-04-27

MDY STATE STR SPDR S&P MIDCAP 40328 sharesnew addition2026-03-312026-04-27

AUR AURORA INNOVATION INC21.1K sharesnew addition2026-03-312026-04-27

VGZ VISTA GOLD CORP10.0K shares0.00%2026-03-312026-04-27

ENERGY TRANSFER L P

0.01%

Shares5.5M

Event2026-03-31

Filed2026-04-27

EPS

WISDOMTREE TR

-8.89%

Shares750.0K

Event2026-03-31

Filed2026-04-27

SPYG

SPDR SERIES TRUST

2.08%

Shares408.2K

Event2026-03-31

Filed2026-04-27

INVESCO EXCHANGE TRADED FD T

-1.73%

Shares796.0K

Event2026-03-31

Filed2026-04-27

JHMM

JOHN HANCOCK EXCHANGE TRADED

0.62%

Shares562.8K

Event2026-03-31

Filed2026-04-27

SPDW

SPDR INDEX SHS FDS

-2.23%

Shares793.3K

Event2026-03-31

Filed2026-04-27

SPSM

SPDR SERIES TRUST

-1.59%

Shares457.3K

Event2026-03-31

Filed2026-04-27

CGNG

CAPITAL GROUP NEW GEOGRAPHY

28.94%

Shares601.7K

Event2026-03-31

Filed2026-04-27

HELO

J P MORGAN EXCHANGE TRADED F

New

Shares292.0K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

18.00%

Shares62.5K

Event2026-03-31

Filed2026-04-27

EVSM

MORGAN STANLEY ETF TRUST

4.51%

Shares256.7K

Event2026-03-31

Filed2026-04-27

QUAL

ISHARES TR

-2.17%

Shares65.1K

Event2026-03-31

Filed2026-04-27

USMV

ISHARES TR

-2.48%

Shares109.3K

Event2026-03-31

Filed2026-04-27

MTUM

ISHARES TR

-1.23%

Shares40.8K

Event2026-03-31

Filed2026-04-27

QUS

SPDR SERIES TRUST

-68.17%

Shares56.8K

Event2026-03-31

Filed2026-04-27

CDC

VICTORY PORTFOLIOS II

-4.13%

Shares109.6K

Event2026-03-31

Filed2026-04-27

XOM

EXXON MOBIL CORP

4.31%

Shares45.4K

Event2026-03-31

Filed2026-04-27

BERKSHIRE HATHAWAY INC DEL

8.59%

Shares13.7K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

104.94%

Shares34.1K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

17.74%

Shares20.4K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

49.88%

Shares19.9K

Event2026-03-31

Filed2026-04-27

VIG

VANGUARD SPECIALIZED FUNDS

-4.49%

Shares18.5K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

47.14%

Shares9.7K

Event2026-03-31

Filed2026-04-27

CVX

CHEVRON CORPORATION

22.62%

Shares15.5K

Event2026-03-31

Filed2026-04-27

LMT

LOCKHEED MARTIN CORP

3.24%

Shares4.3K

Event2026-03-31

Filed2026-04-27

WMT

WALMART INC

18.39%

Shares18.5K

Event2026-03-31

Filed2026-04-27

CAT

CATERPILLAR INC

11.27%

Shares3.1K

Event2026-03-31

Filed2026-04-27

BROADCOM INC

106.31%

Shares6.7K

Event2026-03-31

Filed2026-04-27

SHEL

SHELL PLC

-2.21%

Shares21.6K

Event2026-03-31

Filed2026-04-27

ALPHABET INC

313.77%

Shares6.9K

Event2026-03-31

Filed2026-04-27

LOW

LOWES COS INC

2.94%

Shares8.0K

Event2026-03-31

Filed2026-04-27

JPM

JPMORGAN CHASE & CO

71.75%

Shares6.4K

Event2026-03-31

Filed2026-04-27

META

META PLATFORMS INC

93.90%

Shares3.2K

Event2026-03-31

Filed2026-04-27

UNP

UNION PAC CORP

1.95%

Shares6.6K

Event2026-03-31

Filed2026-04-27

FANG

DIAMONDBACK ENERGY INC

1.97%

Shares7.7K

Event2026-03-31

Filed2026-04-27

VLO

VALERO ENERGY CORP

27.39%

Shares5.9K

Event2026-03-31

Filed2026-04-27

LLY

ELI LILLY & CO

60.62%

Shares1.5K

Event2026-03-31

Filed2026-04-27

ABBV

ABBVIE INC

50.71%

Shares6.1K

Event2026-03-31

Filed2026-04-27

FFIN

FIRST FINL BANKSHARES INC

0.61%

Shares43.9K

Event2026-03-31

Filed2026-04-27

PSX

PHILLIPS 66

-1.18%

Shares6.8K

Event2026-03-31

Filed2026-04-27

GENERAL DYNAMICS CORP

29.65%

Shares3.6K

Event2026-03-31

Filed2026-04-27

GEV

GE VERNOVA INC

14.23%

Shares1.4K

Event2026-03-31

Filed2026-04-27

TSLA

TESLA INC

111.42%

Shares3.1K

Event2026-03-31

Filed2026-04-27

VISA INC

47.38%

Shares3.6K

Event2026-03-31

Filed2026-04-27

PEP

PEPSICO INC

5.53%

Shares6.7K

Event2026-03-31

Filed2026-04-27

PROCTER & GAMBLE CO

21.53%

Shares7.1K

Event2026-03-31

Filed2026-04-27

PNC

PNC FINL SVCS GROUP INC

7.73%

Shares4.8K

Event2026-03-31

Filed2026-04-27

LAM RESEARCH CORP

26.42%

Shares4.4K

Event2026-03-31

Filed2026-04-27

MASTERCARD INCORPORATED

52.37%

Shares1.9K

Event2026-03-31

Filed2026-04-27

ORCL

ORACLE CORP

33.12%

Shares6.0K

Event2026-03-31

Filed2026-04-27

NRG

NRG ENERGY INC

3.56%

Shares5.7K

Event2026-03-31

Filed2026-04-27

GOLDMAN SACHS GROUP INC

18.71%

Shares977

Event2026-03-31

Filed2026-04-27

DUKE ENERGY CORP NEW

9.23%

Shares6.3K

Event2026-03-31

Filed2026-04-27

OKE

ONEOK INC NEW

6.12%

Shares8.8K

Event2026-03-31

Filed2026-04-27

AMD

ADVANCED MICRO DEVICES INC

46.67%

Shares3.8K

Event2026-03-31

Filed2026-04-27

IVV

ISHARES TR

-1.00%

Shares1.2K

Event2026-03-31

Filed2026-04-27

MERCK & CO INC

36.79%

Shares6.4K

Event2026-03-31

Filed2026-04-27

LPLA

LPL FINL HLDGS INC

0.36%

Shares2.5K

Event2026-03-31

Filed2026-04-27

EMR

EMERSON ELEC CO

28.36%

Shares5.8K

Event2026-03-31

Filed2026-04-27

PLTR

PALANTIR TECHNOLOGIES INC

42.54%

Shares5.0K

Event2026-03-31

Filed2026-04-27

COP

CONOCOPHILLIPS

-1.97%

Shares5.5K

Event2026-03-31

Filed2026-04-27

EATON CORP PLC

28.05%

Shares2.0K

Event2026-03-31

Filed2026-04-27

PTEN

PATTERSON-UTI ENERGY INC

0.79%

Shares63.5K

Event2026-03-31

Filed2026-04-27

DIS

DISNEY WALT CO

11.57%

Shares7.0K

Event2026-03-31

Filed2026-04-27

SPMD

SPDR SERIES TRUST

31.30%

Shares11.2K

Event2026-03-31

Filed2026-04-27

PHILIP MORRIS INTL INC

21.94%

Shares3.8K

Event2026-03-31

Filed2026-04-27

INVESCO QQQ TR

-0.59%

Shares1.0K

Event2026-03-31

Filed2026-04-27

TSM

TAIWAN SEMICONDUCTOR MANUFAC

5.89%

Shares1.7K

Event2026-03-31

Filed2026-04-27

JNJ

JOHNSON & JOHNSON

120.63%

Shares2.4K

Event2026-03-31

Filed2026-04-27

GE AEROSPACE

56.63%

Shares1.9K

Event2026-03-31

Filed2026-04-27

UNILEVER PLC

-10.30%

Shares9.4K

Event2026-03-31

Filed2026-04-27

COCA COLA CO

13.75%

Shares6.9K

Event2026-03-31

Filed2026-04-27

ATO

ATMOS ENERGY CORP

50.56%

Shares2.8K

Event2026-03-31

Filed2026-04-27

HOME DEPOT INC

110.79%

Shares1.6K

Event2026-03-31

Filed2026-04-27

SPGM

SPDR INDEX SHS FDS

-34.38%

Shares6.6K

Event2026-03-31

Filed2026-04-27

SLB

SLB LIMITED

New

Shares9.7K

Event2026-03-31

Filed2026-04-27

XLC

SELECT SECTOR SPDR TR

0.00%

Shares4.4K

Event2026-03-31

Filed2026-04-27

VGT

VANGUARD WORLD FD

0.00%

Shares694

Event2026-03-31

Filed2026-04-27

KLAC

KLA CORP

36.52%

Shares314

Event2026-03-31

Filed2026-04-27

BKNG

BOOKING HOLDINGS INC

26.51%

Shares105

Event2026-03-31

Filed2026-04-27

NFLX

NETFLIX INC.

New

Shares4.6K

Event2026-03-31

Filed2026-04-27

COST

COSTCO WHOLESALE CORPORATION

New

Shares439

Event2026-03-31

Filed2026-04-27

VUG

VANGUARD INDEX FDS

-6.19%

Shares1.0K

Event2026-03-31

Filed2026-04-27

MEDTRONIC PLC

10.33%

Shares4.9K

Event2026-03-31

Filed2026-04-27

MSIF

MSC INCOME FUND INC

47.01%

Shares34.5K

Event2026-03-31

Filed2026-04-27

QCOM

QUALCOMM INC

-50.22%

Shares3.2K

Event2026-03-31

Filed2026-04-27

GLD

SPDR GOLD TR

-13.70%

Shares945

Event2026-03-31

Filed2026-04-27

HAL

HALLIBURTON CO

14.61%

Shares9.9K

Event2026-03-31

Filed2026-04-27

BMY

BRISTOL-MYERS SQUIBB CO

30.96%

Shares6.0K

Event2026-03-31

Filed2026-04-27

ENB

ENBRIDGE INC

-3.39%

Shares6.6K

Event2026-03-31

Filed2026-04-27

NEE

NEXTERA ENERGY INC

New

Shares3.9K

Event2026-03-31

Filed2026-04-27

AT&T INC

New

Shares12.3K

Event2026-03-31

Filed2026-04-27

DLN

WISDOMTREE TR

-11.65%

Shares4.0K

Event2026-03-31

Filed2026-04-27

SCHW

SCHWAB CHARLES CORP

48.10%

Shares3.7K

Event2026-03-31

Filed2026-04-27

CSCO

CISCO SYS INC

New

Shares4.5K

Event2026-03-31

Filed2026-04-27

EBAY

EBAY INC.

20.04%

Shares3.8K

Event2026-03-31

Filed2026-04-27

AMAT

APPLIED MATLS INC

New

Shares990

Event2026-03-31

Filed2026-04-27

TXN

TEXAS INSTRS INC

37.82%

Shares1.7K

Event2026-03-31

Filed2026-04-27

MCD

MCDONALDS CORP

New

Shares1.1K

Event2026-03-31

Filed2026-04-27

IUSV

ISHARES TR

0.03%

Shares3.2K

Event2026-03-31

Filed2026-04-27

USLM

UNITED STS LIME & MINERALS I

0.00%

Shares2.5K

Event2026-03-31

Filed2026-04-27

EPD

ENTERPRISE PRODS PARTNERS L

-10.53%

Shares8.5K

Event2026-03-31

Filed2026-04-27

SUN

SUNOCO LP/SUNOCO FIN CORP

0.00%

Shares4.9K

Event2026-03-31

Filed2026-04-27

IUSG

ISHARES TR

0.05%

Shares2.0K

Event2026-03-31

Filed2026-04-27

DGRO

ISHARES TR

-31.52%

Shares4.4K

Event2026-03-31

Filed2026-04-27

CFR

CULLEN FROST BANKERS INC

33.12%

Shares2.3K

Event2026-03-31

Filed2026-04-27

MCK

MCKESSON CORP

45.71%

Shares357

Event2026-03-31

Filed2026-04-27

BAC

BANK AMERICA CORP

New

Shares6.2K

Event2026-03-31

Filed2026-04-27

RTX

RTX CORPORATION

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

ALTRIA GROUP INC

New

Shares4.4K

Event2026-03-31

Filed2026-04-27

SPY

STATE STR SPDR S&P 500 ETF T

0.00%

Shares424

Event2026-03-31

Filed2026-04-27

VTR

VENTAS INC

3.67%

Shares3.4K

Event2026-03-31

Filed2026-04-27

ALB

ALBEMARLE CORP

New

Shares1.5K

Event2026-03-31

Filed2026-04-27

KMI

KINDER MORGAN INC DEL

New

Shares7.9K

Event2026-03-31

Filed2026-04-27

NSC

NORFOLK SOUTHN CORP

-18.70%

Shares913

Event2026-03-31

Filed2026-04-27

MET

METLIFE INC

21.77%

Shares3.7K

Event2026-03-31

Filed2026-04-27

SOUTHERN CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

ABT

ABBOTT LABORATORIES

40.96%

Shares2.5K

Event2026-03-31

Filed2026-04-27

IGV

ISHARES TR

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-27

TXT

TEXTRON INC

New

Shares2.9K

Event2026-03-31

Filed2026-04-27

DEERE & CO

New

Shares451

Event2026-03-31

Filed2026-04-27

MICRON TECHNOLOGY INC

New

Shares702

Event2026-03-31

Filed2026-04-27

HTH

HILLTOP HLDGS INC

0.00%

Shares6.6K

Event2026-03-31

Filed2026-04-27

VTI

VANGUARD INDEX FDS

0.00%

Shares726

Event2026-03-31

Filed2026-04-27

AXP

AMERICAN EXPRESS CO

New

Shares759

Event2026-03-31

Filed2026-04-27

WFC

WELLS FARGO & CO

New

Shares2.7K

Event2026-03-31

Filed2026-04-27

MPC

MARATHON PETE CORP

New

Shares890

Event2026-03-31

Filed2026-04-27

QQEW

FIRST TR EXCHANGE-TRADED FD

-5.70%

Shares1.6K

Event2026-03-31

Filed2026-04-27

IWM

ISHARES TR

0.00%

Shares839

Event2026-03-31

Filed2026-04-27

EUFN

ISHARES TR

0.00%

Shares5.9K

Event2026-03-31

Filed2026-04-27

MDY

STATE STR SPDR S&P MIDCAP 40

New

Shares328

Event2026-03-31

Filed2026-04-27

AUR

AURORA INNOVATION INC

New

Shares21.1K

Event2026-03-31

Filed2026-04-27

VGZ

VISTA GOLD CORP

0.00%

Shares10.0K

Event2026-03-31

Filed2026-04-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

PLTR Put PutPALANTIR TECHNOLOGIES INC1.0K sharesnew addition2026-03-312026-04-27

PLTR Put

PALANTIR TECHNOLOGIES INC

New

Shares1.0K

Event2026-03-31

Filed2026-04-27