The Analysis of Golden State Wealth Management, LLC's Holdings & P&L


Currently, Golden State Wealth Management, LLC holds 1609 types of securities in its portfolio with a total value $914.8M. In the most recent quarter, they have increased their positions in DYNF (+148.3K shares, valued at $8.6M), SIVR (+119.9K shares, valued at $8.6M), QQQM (+12.3K shares, valued at $2.9M); decreased their positions in SPY (-7.0K shares, valued at $4.6M), DGRW (-47.3K shares, valued at $4.2M), SPYM (-42.6K shares, valued at $3.3M); initiated new positions in JEPI (+50.0K shares, valued at $2.8M), TDI (+40.1K shares, valued at $1.7M), HBTA (+59.9K shares, valued at $1.6M).


1M P&L
+32.0M+3.63%
3M P&L
+38.6M+4.41%
HY P&L
+72.1M+8.58%

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/A627.3M
74.8%
2Consumer Electronics31.1M
3.7%
3Semiconductors27.1M
3.2%

Top Industries by Stock Count

1N/A647 stocks
43.5%
2Software - Application34 stocks
2.3%
3Software - Infrastructure27 stocks
1.8%
Stock Holdings
IVV
ISHARES CORE
1.48%
Shares101.3K
Event2026-03-31
Filed2026-04-28
SPY
STATE STREET
-8.91%
Shares71.7K
Event2026-03-31
Filed2026-04-28
AAPL
APPLE INC
-2.61%
Shares122.3K
Event2026-03-31
Filed2026-04-28
AGG
ISHARES CORE
-3.33%
Shares254.6K
Event2026-03-31
Filed2026-04-28
FVD
FIRST TRUST
3.01%
Shares483.1K
Event2026-03-31
Filed2026-04-28
NVDA
NVIDIA CORP
-4.36%
Shares117.6K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
1.81%
Shares65.9K
Event2026-03-31
Filed2026-04-28
AMZN
AMAZON COM
-0.82%
Shares87.7K
Event2026-03-31
Filed2026-04-28
INVESCO QQQ
INVESCO QQQ
-5.85%
Shares31.4K
Event2026-03-31
Filed2026-04-28
WINN
HARBOR LONG
5.98%
Shares554.6K
Event2026-03-31
Filed2026-04-28
QGRO
AMERICAN CENTURY
3.02%
Shares136.2K
Event2026-03-31
Filed2026-04-28
USMC
PRINCIPAL US
0.84%
Shares209.7K
Event2026-03-31
Filed2026-04-28
RDVY
FIRST TRUST
-5.24%
Shares187.5K
Event2026-03-31
Filed2026-04-28
SPAB
STATE STREET
-8.53%
Shares461.9K
Event2026-03-31
Filed2026-04-28
SDVY
FIRST TRUST
1.33%
Shares297.1K
Event2026-03-31
Filed2026-04-28
DYNF
ISHARES U S
434.81%
Shares182.4K
Event2026-03-31
Filed2026-04-28
FTCS
FIRST TRUST
5.18%
Shares113.3K
Event2026-03-31
Filed2026-04-28
BBUS
JPMORGAN BETABUILDERS
-1.05%
Shares85.3K
Event2026-03-31
Filed2026-04-28
SIVR
ABERDEEN PHYSICAL
7841.53%
Shares121.4K
Event2026-03-31
Filed2026-04-28
BUFR
FIRST TRUST
-2.35%
Shares256.5K
Event2026-03-31
Filed2026-04-28
MSFT
MICROSOFT CORP
-18.87%
Shares22.0K
Event2026-03-31
Filed2026-04-28
TSLA
TESLA INC
-0.78%
Shares21.1K
Event2026-03-31
Filed2026-04-28
QUAL
ISHARES MSCI
4.29%
Shares38.3K
Event2026-03-31
Filed2026-04-28
DGRW
WISDOMTREE US
-38.42%
Shares75.8K
Event2026-03-31
Filed2026-04-28
VIG
VANGUARD DIVIDEND
1.97%
Shares27.5K
Event2026-03-31
Filed2026-04-28
BLACKSTONE INC
BLACKSTONE INC
0.21%
Shares50.8K
Event2026-03-31
Filed2026-04-28
RTX
RTX CORP
-0.60%
Shares30.3K
Event2026-03-31
Filed2026-04-28
UCON
FIRST TRUST
20.41%
Shares235.1K
Event2026-03-31
Filed2026-04-28
JQUA
JPMORGAN US
1.01%
Shares95.0K
Event2026-03-31
Filed2026-04-28
BROADCOM INC
BROADCOM INC
0.88%
Shares18.5K
Event2026-03-31
Filed2026-04-28
SPYM
STATE STREET
-36.58%
Shares73.9K
Event2026-03-31
Filed2026-04-28
AB ACTIVE
AB ACTIVE
-14.66%
Shares219.7K
Event2026-03-31
Filed2026-04-28
GLD
SPDR GOLD
-3.03%
Shares12.6K
Event2026-03-31
Filed2026-04-28
VNLA
JANUS HENDERSON
-4.12%
Shares109.0K
Event2026-03-31
Filed2026-04-28
FICS
FIRST TRUST
22.23%
Shares135.1K
Event2026-03-31
Filed2026-04-28
META
META PLATFORMS
-0.55%
Shares9.0K
Event2026-03-31
Filed2026-04-28
SPYV
STATE STREET
-5.68%
Shares84.5K
Event2026-03-31
Filed2026-04-28
SPYG
STATE STREET
-36.61%
Shares47.0K
Event2026-03-31
Filed2026-04-28
FTLS
FIRST TRUST
0.18%
Shares64.0K
Event2026-03-31
Filed2026-04-28
HUSV
FIRST TRUST
-35.57%
Shares116.0K
Event2026-03-31
Filed2026-04-28
ACWI
ISHARES MSCI
12.09%
Shares31.9K
Event2026-03-31
Filed2026-04-28
JPM
JPMORGAN CHASE
7.84%
Shares13.9K
Event2026-03-31
Filed2026-04-28
IDV
ISHARES INTL
-2.18%
Shares95.9K
Event2026-03-31
Filed2026-04-28
USFR
WISDOMTREE FLOATING
-23.87%
Shares80.6K
Event2026-03-31
Filed2026-04-28
PPA
INVESCO AEROSPACE
0.03%
Shares24.3K
Event2026-03-31
Filed2026-04-28
COST
COSTCO WHOLESALE
4.16%
Shares4.0K
Event2026-03-31
Filed2026-04-28
VANGUARD S&P
VANGUARD S&P
0.75%
Shares6.6K
Event2026-03-31
Filed2026-04-28
SGOV
ISHARES 0-3
-22.45%
Shares36.7K
Event2026-03-31
Filed2026-04-28
IWD
ISHARES RUSSELL
-7.64%
Shares17.3K
Event2026-03-31
Filed2026-04-28
IUSG
ISHARES S&P
-2.10%
Shares23.3K
Event2026-03-31
Filed2026-04-28
COWZ
PACER US
-8.11%
Shares56.8K
Event2026-03-31
Filed2026-04-28
BERKSHIRE HATHAWAY
BERKSHIRE HATHAWAY
-1.75%
Shares7.1K
Event2026-03-31
Filed2026-04-28
IJR
ISHARES CORE
5.60%
Shares26.2K
Event2026-03-31
Filed2026-04-28
ALPHABET INC
ALPHABET INC
-7.23%
Shares11.3K
Event2026-03-31
Filed2026-04-28
PLTR
PALANTIR TECHNOLOGIES
-3.36%
Shares22.1K
Event2026-03-31
Filed2026-04-28
IJH
ISHARES CORE
-0.19%
Shares47.2K
Event2026-03-31
Filed2026-04-28
MSTR
STRATEGY INC
4.89%
Shares25.2K
Event2026-03-31
Filed2026-04-28
QQQM
INVESCO NASDAQ
1501.59%
Shares13.1K
Event2026-03-31
Filed2026-04-28
JGRO
JPMORGAN ACTIVE
1599.35%
Shares36.7K
Event2026-03-31
Filed2026-04-28
FPE
FIRST TRUST
-3.41%
Shares171.9K
Event2026-03-31
Filed2026-04-28
AVDE
AVANTIS INTL
-0.99%
Shares35.6K
Event2026-03-31
Filed2026-04-28
IWO
ISHARES RUSSELL
-2.86%
Shares9.6K
Event2026-03-31
Filed2026-04-28
BUFQ
FIRST TRUST
-6.49%
Shares85.0K
Event2026-03-31
Filed2026-04-28
QGRW
WISDOMTREE US
4646.78%
Shares54.5K
Event2026-03-31
Filed2026-04-28
FPX
FIRST TRUST
-2.39%
Shares18.0K
Event2026-03-31
Filed2026-04-28
IEMG
ISHARES CORE
174.28%
Shares40.7K
Event2026-03-31
Filed2026-04-28
JEPI
JPMORGAN
New
Shares50.0K
Event2026-03-31
Filed2026-04-28
FTSM
FIRST TRUST
-0.09%
Shares47.4K
Event2026-03-31
Filed2026-04-28
IVW
ISHARES S&P
33.98%
Shares25.0K
Event2026-03-31
Filed2026-04-28
EFV
ISHARES MSCI
31.64%
Shares37.5K
Event2026-03-31
Filed2026-04-28
SPMD
STATE STREET
-20.06%
Shares47.1K
Event2026-03-31
Filed2026-04-28
FBND
FIDELITY TOTAL
-7.31%
Shares58.8K
Event2026-03-31
Filed2026-04-28
LMBS
FIRST TRUST
10.33%
Shares53.5K
Event2026-03-31
Filed2026-04-28
PYLD
PIMCO ENHANCED
14.46%
Shares98.3K
Event2026-03-31
Filed2026-04-28
SKYY
FIRST TRUST
18.07%
Shares23.2K
Event2026-03-31
Filed2026-04-28
WMT
WALMART INC
1.63%
Shares20.2K
Event2026-03-31
Filed2026-04-28
SPSM
STATE STREET
-30.61%
Shares51.9K
Event2026-03-31
Filed2026-04-28
IVE
ISHARES S&P
74.15%
Shares11.3K
Event2026-03-31
Filed2026-04-28
GRID
FIRST TRUST
207.96%
Shares14.5K
Event2026-03-31
Filed2026-04-28
OUNZ
VANECK MERK
786.09%
Shares51.9K
Event2026-03-31
Filed2026-04-28
V
VISA INC
0.93%
Shares7.6K
Event2026-03-31
Filed2026-04-28
FTGS
FIRST TRUST
9.10%
Shares67.2K
Event2026-03-31
Filed2026-04-28
FMB
FIRST TRUST
-12.50%
Shares44.9K
Event2026-03-31
Filed2026-04-28
FV
FIRST TRUST
-1.80%
Shares37.3K
Event2026-03-31
Filed2026-04-28
FTEC
FIDELITY MSCI
3.79%
Shares10.7K
Event2026-03-31
Filed2026-04-28
JPST
JPMORGAN
-20.09%
Shares43.6K
Event2026-03-31
Filed2026-04-28
USMV
ISHARES MSCI
-18.54%
Shares23.3K
Event2026-03-31
Filed2026-04-28
SPIB
STATE STREET
0.81%
Shares64.5K
Event2026-03-31
Filed2026-04-28
CIBR
FIRST TRUST
147.52%
Shares34.3K
Event2026-03-31
Filed2026-04-28
GEV
GE VERNOVA
-3.17%
Shares2.4K
Event2026-03-31
Filed2026-04-28
CAT
CATERPILLAR INC
-4.23%
Shares2.9K
Event2026-03-31
Filed2026-04-28
DIA
STATE STREET
3.55%
Shares4.3K
Event2026-03-31
Filed2026-04-28
JEPQ
JPMORGAN
47.54%
Shares36.1K
Event2026-03-31
Filed2026-04-28
HD
HOME DEPOT
-13.94%
Shares6.1K
Event2026-03-31
Filed2026-04-28
SNDK
SANDISK CORP
-15.23%
Shares3.1K
Event2026-03-31
Filed2026-04-28
SLV
ISHARES SILVER
176.89%
Shares28.3K
Event2026-03-31
Filed2026-04-28
MMIT
NYLI MACKAY
0.82%
Shares79.9K
Event2026-03-31
Filed2026-04-28
CEG
CONSTELLATION ENERGY
-0.10%
Shares6.9K
Event2026-03-31
Filed2026-04-28
CGCV
CAPITAL GROUP
16.02%
Shares64.2K
Event2026-03-31
Filed2026-04-28
RWL
INVESCO S&P
-9.79%
Shares16.6K
Event2026-03-31
Filed2026-04-28
AMD
ADVANCED MICRO
3.52%
Shares9.3K
Event2026-03-31
Filed2026-04-28
MTUM
ISHARES MSCI
82.31%
Shares7.8K
Event2026-03-31
Filed2026-04-28
CVX
CHEVRON CORP
1.05%
Shares8.9K
Event2026-03-31
Filed2026-04-28
XOM
EXXON MOBIL
0.98%
Shares10.9K
Event2026-03-31
Filed2026-04-28
AGGY
WISDOMTREE YIELD
-22.64%
Shares41.6K
Event2026-03-31
Filed2026-04-28
XLK
STATE STREET
-9.21%
Shares13.5K
Event2026-03-31
Filed2026-04-28
PSET
PRINCIPAL QUALITY
-7.87%
Shares25.7K
Event2026-03-31
Filed2026-04-28
WCMI
FIRST TRUST
-27.83%
Shares106.1K
Event2026-03-31
Filed2026-04-28
SPMO
INVESCO S&P
-57.86%
Shares15.6K
Event2026-03-31
Filed2026-04-28
LMT
LOCKHEED MARTIN
1.29%
Shares2.8K
Event2026-03-31
Filed2026-04-28
JMUB
JPMORGAN
4.92%
Shares33.5K
Event2026-03-31
Filed2026-04-28
XLF
STATE STREET
-5.67%
Shares33.5K
Event2026-03-31
Filed2026-04-28
TMSL
T ROWE
27.29%
Shares45.1K
Event2026-03-31
Filed2026-04-28
TDI
TOUCHSTONE DYNAMIC
New
Shares40.1K
Event2026-03-31
Filed2026-04-28
IXUS
ISHARES CORE
8.69%
Shares18.8K
Event2026-03-31
Filed2026-04-28
SOXX
ISHARES SEMICONDUCTOR
309.41%
Shares5.0K
Event2026-03-31
Filed2026-04-28
THRO
ISHARES U S
419.67%
Shares44.9K
Event2026-03-31
Filed2026-04-28
BAI
ISHARES A I
212.63%
Shares49.1K
Event2026-03-31
Filed2026-04-28
OEF
ISHARES S&P
53.97%
Shares5.1K
Event2026-03-31
Filed2026-04-28
GAB
GABELLI EQUITY
2.53%
Shares287.3K
Event2026-03-31
Filed2026-04-28
HBTA
HORIZON EXPEDITION
New
Shares59.9K
Event2026-03-31
Filed2026-04-28
MMIN
NYLI MACKAY
1.01%
Shares67.6K
Event2026-03-31
Filed2026-04-28
BA
BOEING COMPANY
4.36%
Shares7.8K
Event2026-03-31
Filed2026-04-28
AEP
AMERICAN ELECTRIC
2.35%
Shares11.8K
Event2026-03-31
Filed2026-04-28
NTSX
WISDOMTREE U S
6.96%
Shares29.4K
Event2026-03-31
Filed2026-04-28
IWP
ISHARES RUSSELL
0.00%
Shares11.9K
Event2026-03-31
Filed2026-04-28
VRT
VERTIV HOLDINGS
16.57%
Shares6.1K
Event2026-03-31
Filed2026-04-28
FEX
FIRST TRUST
0.00%
Shares12.2K
Event2026-03-31
Filed2026-04-28
MDY
SPDR S&P
-0.54%
Shares2.4K
Event2026-03-31
Filed2026-04-28
JIRE
JPMORGAN
7.16%
Shares19.1K
Event2026-03-31
Filed2026-04-28
AMAT
APPLIED MATERIALS
-4.57%
Shares4.1K
Event2026-03-31
Filed2026-04-28
PANW
PALO ALTO
8.25%
Shares8.6K
Event2026-03-31
Filed2026-04-28
FXH
FIRST TRUST
-2.92%
Shares12.3K
Event2026-03-31
Filed2026-04-28
QEFA
STATE STREET
6.01%
Shares14.3K
Event2026-03-31
Filed2026-04-28
VO
VANGUARD MID
2.27%
Shares4.6K
Event2026-03-31
Filed2026-04-28
MU
MICRON TECHNOLOGY INC
17.12%
Shares3.9K
Event2026-03-31
Filed2026-04-28
VTI
VANGUARD TOTAL
-4.50%
Shares4.1K
Event2026-03-31
Filed2026-04-28
TDIV
FIRST TRUST
-5.49%
Shares14.0K
Event2026-03-31
Filed2026-04-28
IWY
ISHARES RUSSELL
-59.25%
Shares5.2K
Event2026-03-31
Filed2026-04-28
NFLX
NETFLIX INC
1.66%
Shares13.2K
Event2026-03-31
Filed2026-04-28
XMLV
INVESCO S&P
-2.31%
Shares20.1K
Event2026-03-31
Filed2026-04-28
SDY
STATE STREET
-0.96%
Shares8.5K
Event2026-03-31
Filed2026-04-28
VEA
VANGUARD FTSE
-2.22%
Shares19.3K
Event2026-03-31
Filed2026-04-28
HFXI
NYLI FTSE
-7.18%
Shares36.7K
Event2026-03-31
Filed2026-04-28
TSM
TAIWAN SEMICONDUCTOR
2.67%
Shares3.6K
Event2026-03-31
Filed2026-04-28
VUG
VANGUARD GROWTH
-7.93%
Shares2.7K
Event2026-03-31
Filed2026-04-28
IUSB
ISHARES CORE
74.95%
Shares25.0K
Event2026-03-31
Filed2026-04-28
BAC
BANK AMERICA
-1.65%
Shares23.4K
Event2026-03-31
Filed2026-04-28
JNJ
JOHNSON & JOHNSON
-5.54%
Shares4.6K
Event2026-03-31
Filed2026-04-28
AXP
AMERICAN EXPRESS
-13.64%
Shares3.7K
Event2026-03-31
Filed2026-04-28
LVHI
FRANKLIN INTL
0.47%
Shares27.8K
Event2026-03-31
Filed2026-04-28
VZ
VERIZON COMMUNICATIONS
-7.25%
Shares22.1K
Event2026-03-31
Filed2026-04-28
MCK
MCKESSON CORP
0.00%
Shares1.3K
Event2026-03-31
Filed2026-04-28
SPDW
STATE STREET
-20.62%
Shares23.9K
Event2026-03-31
Filed2026-04-28
XLY
STATE STREET
-0.73%
Shares9.8K
Event2026-03-31
Filed2026-04-28
XMHQ
INVESCO S&P
8.84%
Shares10.0K
Event2026-03-31
Filed2026-04-28
CFA
VICTORYSHARES US
-0.97%
Shares11.0K
Event2026-03-31
Filed2026-04-28
IWF
ISHARES RUSSELL
-3.64%
Shares2.4K
Event2026-03-31
Filed2026-04-28
LLY
ELI LILLY
12.10%
Shares1.1K
Event2026-03-31
Filed2026-04-28
EFA
ISHARES MSCI
0.00%
Shares10.1K
Event2026-03-31
Filed2026-04-28
XLV
STATE STREET
-5.07%
Shares6.6K
Event2026-03-31
Filed2026-04-28
AFG
AMERICAN FINANCIAL
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-28
XLP
STATE STREET
0.00%
Shares11.7K
Event2026-03-31
Filed2026-04-28
SO
SOUTHERN COMPANY
0.39%
Shares9.4K
Event2026-03-31
Filed2026-04-28
SPTI
STATE STREET
-32.67%
Shares31.6K
Event2026-03-31
Filed2026-04-28
VTV
VANGUARD VALUE
-15.39%
Shares4.6K
Event2026-03-31
Filed2026-04-28
TOUS
T ROWE
278.60%
Shares26.1K
Event2026-03-31
Filed2026-04-28
XSHQ
INVESCO S&P
1.19%
Shares21.3K
Event2026-03-31
Filed2026-04-28
ROK
ROCKWELL AUTOMATION
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-28
FLMI
FRANKLIN DYNAMIC
0.93%
Shares36.1K
Event2026-03-31
Filed2026-04-28
FCAL
FIRST TRUST
-6.48%
Shares18.3K
Event2026-03-31
Filed2026-04-28
TLH
ISHARES 10-20YR
488.17%
Shares8.8K
Event2026-03-31
Filed2026-04-28
GEM
GOLDMAN SACHS
-38.73%
Shares20.4K
Event2026-03-31
Filed2026-04-28
FSMD
FIDELITY SMALL
-61.51%
Shares19.6K
Event2026-03-31
Filed2026-04-28
EATON CORP
EATON CORP
-0.57%
Shares2.5K
Event2026-03-31
Filed2026-04-28
XLE
STATE STREET
-6.06%
Shares14.1K
Event2026-03-31
Filed2026-04-28
VB
VANGUARD SMALL
-2.47%
Shares3.3K
Event2026-03-31
Filed2026-04-28
AIQ
GLOBAL X
-7.16%
Shares18.3K
Event2026-03-31
Filed2026-04-28
GARP
ISHARES MSCI
19.94%
Shares13.3K
Event2026-03-31
Filed2026-04-28
ISHARES GOLD
ISHARES GOLD
37.64%
Shares9.4K
Event2026-03-31
Filed2026-04-28
PG
PROCTER & GAMBLE
3.40%
Shares5.7K
Event2026-03-31
Filed2026-04-28
HTGC
HERCULES CAPITAL
-13.22%
Shares55.2K
Event2026-03-31
Filed2026-04-28
MERCK & COMPANY
MERCK & COMPANY
-5.60%
Shares6.7K
Event2026-03-31
Filed2026-04-28
TAN
INVESCO SOLAR
0.00%
Shares14.5K
Event2026-03-31
Filed2026-04-28
XLC
STATE STREET
-12.12%
Shares7.3K
Event2026-03-31
Filed2026-04-28
FAD
FIRST TRUST
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-28
NOC
NORTHROP GRUMMAN
3.09%
Shares1.2K
Event2026-03-31
Filed2026-04-28
FTHI
FIRST TRUST
524.86%
Shares34.7K
Event2026-03-31
Filed2026-04-28
MCD
MCDONALDS CORP
-10.10%
Shares2.5K
Event2026-03-31
Filed2026-04-28
SMMU
PIMCO SHORT
0.11%
Shares15.6K
Event2026-03-31
Filed2026-04-28
YLDE
FRANKLIN CLEARBRIDGE
0.83%
Shares14.5K
Event2026-03-31
Filed2026-04-28
HLT
HILTON WORLDWIDE
2.39%
Shares2.6K
Event2026-03-31
Filed2026-04-28
ILDR
FIRST TRUST
-14.13%
Shares26.0K
Event2026-03-31
Filed2026-04-28
MINT
PIMCO EHNANCED
-4.32%
Shares7.6K
Event2026-03-31
Filed2026-04-28
FESM
FIDELITY COVINGTON
196.16%
Shares19.9K
Event2026-03-31
Filed2026-04-28
EFG
ISHARES MSCI
7.93%
Shares6.8K
Event2026-03-31
Filed2026-04-28
DUKE ENERGY
DUKE ENERGY
-9.32%
Shares5.8K
Event2026-03-31
Filed2026-04-28
DSI
ISHARES ESG
0.37%
Shares6.2K
Event2026-03-31
Filed2026-04-28
HDMV
FIRST TRUST
-15.89%
Shares20.4K
Event2026-03-31
Filed2026-04-28
FCPI
FIDELITY STOCKS
-61.94%
Shares15.1K
Event2026-03-31
Filed2026-04-28
AOR
ISHARES CORE
-0.91%
Shares11.4K
Event2026-03-31
Filed2026-04-28
VWO
VANGUARD FSTE
0.68%
Shares13.5K
Event2026-03-31
Filed2026-04-28
ARM
ARM HOLDINGS
10.07%
Shares4.8K
Event2026-03-31
Filed2026-04-28
FDVV
FIDELITY HIGH
-60.83%
Shares13.2K
Event2026-03-31
Filed2026-04-28
ISRG
INTUITIVE SURGICAL
1.55%
Shares1.6K
Event2026-03-31
Filed2026-04-28
TMO
THERMO FISHER
0.34%
Shares1.5K
Event2026-03-31
Filed2026-04-28
GAL
STATE STREET
-14.63%
Shares14.5K
Event2026-03-31
Filed2026-04-28
YNOT
HORIZON DIGITAL
New
Shares26.8K
Event2026-03-31
Filed2026-04-28
APOLLO GLOBAL
APOLLO GLOBAL
1.77%
Shares6.4K
Event2026-03-31
Filed2026-04-28
FMDE
FIDELITY ENHANCED
209.16%
Shares19.4K
Event2026-03-31
Filed2026-04-28
SCHD
SCHWAB US
7.44%
Shares22.2K
Event2026-03-31
Filed2026-04-28
TXRH
TEXAS ROADHOUSE
5.14%
Shares4.1K
Event2026-03-31
Filed2026-04-28
SPMB
STATE STREET
-12.16%
Shares29.5K
Event2026-03-31
Filed2026-04-28
DELL
DELL TECHNOLOGIES
-7.58%
Shares4.0K
Event2026-03-31
Filed2026-04-28
NEE
NEXTERA ENERGY
-0.53%
Shares7.1K
Event2026-03-31
Filed2026-04-28
TBLL
INVESCO SHORT
-18.10%
Shares6.1K
Event2026-03-31
Filed2026-04-28
AMGN
AMGEN INC
-1.04%
Shares1.8K
Event2026-03-31
Filed2026-04-28
DIS
WALT DISNEY
-14.24%
Shares6.3K
Event2026-03-31
Filed2026-04-28
DGRO
ISHARES CORE
-1.46%
Shares8.7K
Event2026-03-31
Filed2026-04-28
BWXT
BWX TECHNOLOGIES
-8.94%
Shares3.0K
Event2026-03-31
Filed2026-04-28
NKE
NIKE INC
101.29%
Shares11.4K
Event2026-03-31
Filed2026-04-28
LAM RESEARCH
LAM RESEARCH
-3.38%
Shares2.8K
Event2026-03-31
Filed2026-04-28
ABBV
ABBVIE INC
9.05%
Shares2.7K
Event2026-03-31
Filed2026-04-28
HELO
JPMORGAN HEDGED
6.19%
Shares9.2K
Event2026-03-31
Filed2026-04-28
IAGG
ISHARES CORE
681.80%
Shares11.7K
Event2026-03-31
Filed2026-04-28
SPHD
INVESCO S&P
-15.72%
Shares11.8K
Event2026-03-31
Filed2026-04-28
GVA
GRANITE CONSTRUCTION
-5.63%
Shares4.9K
Event2026-03-31
Filed2026-04-28
ARISTA NETWORKS
ARISTA NETWORKS
-6.24%
Shares4.7K
Event2026-03-31
Filed2026-04-28
ITOT
ISHARES CORE
-16.06%
Shares4.1K
Event2026-03-31
Filed2026-04-28
GE AEROSPACE
GE AEROSPACE
-10.45%
Shares2.0K
Event2026-03-31
Filed2026-04-28
IWM
ISHARES RUSSELL
-13.53%
Shares2.3K
Event2026-03-31
Filed2026-04-28
CRWD
CROWDSTRIKE HOLDINGS
47.02%
Shares1.5K
Event2026-03-31
Filed2026-04-28
HTRB
HARTFORD TOTAL
-61.95%
Shares16.8K
Event2026-03-31
Filed2026-04-28
LRGE
CLEARBRIDGE LARGE
-7.45%
Shares7.5K
Event2026-03-31
Filed2026-04-28
VTWO
VANGUARD RUSSELL
1.11%
Shares5.6K
Event2026-03-31
Filed2026-04-28
DOV
DOVER CORP
-1.61%
Shares2.7K
Event2026-03-31
Filed2026-04-28
PEG
PUBLIC SERVICE
0.00%
Shares6.9K
Event2026-03-31
Filed2026-04-28
LINDE PLC
LINDE PLC
-4.80%
Shares1.1K
Event2026-03-31
Filed2026-04-28
QCOM
QUALCOMM INC
-0.14%
Shares4.3K
Event2026-03-31
Filed2026-04-28
NUE
NUCOR CORP
4.02%
Shares3.2K
Event2026-03-31
Filed2026-04-28
LOW
LOWES COMPANIES
-1.18%
Shares2.3K
Event2026-03-31
Filed2026-04-28
WMB
WILLIAMS COS
12.02%
Shares7.3K
Event2026-03-31
Filed2026-04-28
ESGU
ISHARES ESG
-0.64%
Shares3.7K
Event2026-03-31
Filed2026-04-28
CMI
CUMMINS INC
0.10%
Shares978
Event2026-03-31
Filed2026-04-28
XLI
STATE STREET
-62.60%
Shares3.1K
Event2026-03-31
Filed2026-04-28
VLUE
ISHARES MSCI
-6.34%
Shares3.5K
Event2026-03-31
Filed2026-04-28
INVESCO S&P
INVESCO S&P
-58.39%
Shares6.8K
Event2026-03-31
Filed2026-04-28
UNP
UNION PACIFIC CORP
-7.04%
Shares2.0K
Event2026-03-31
Filed2026-04-28
SFLR
INNOVATOR EQUITY
11.89%
Shares13.7K
Event2026-03-31
Filed2026-04-28
TER
TERADYNE INC
0.06%
Shares1.6K
Event2026-03-31
Filed2026-04-28
PID
INVESCO INTL
-8.03%
Shares21.8K
Event2026-03-31
Filed2026-04-28
TBIL
F/M U S
-1.52%
Shares9.7K
Event2026-03-31
Filed2026-04-28
VYM
VANGUARD HIGH
-20.78%
Shares3.2K
Event2026-03-31
Filed2026-04-28
O
REALTY INCOME
0.99%
Shares7.8K
Event2026-03-31
Filed2026-04-28
AXON
AXON ENTERPRISE
-4.46%
Shares1.1K
Event2026-03-31
Filed2026-04-28
NULG
NUVEEN ESG
-4.50%
Shares5.1K
Event2026-03-31
Filed2026-04-28
UNH
UNITEDHEALTH GROUP
7.58%
Shares1.7K
Event2026-03-31
Filed2026-04-28
MS
MORGAN STANLEY
-4.21%
Shares2.8K
Event2026-03-31
Filed2026-04-28
IGSB
ISHARES 1-5
-17.97%
Shares8.8K
Event2026-03-31
Filed2026-04-28
ALLW
STATE STREET
47.47%
Shares16.0K
Event2026-03-31
Filed2026-04-28
MISL
FIRST TRUST
3.31%
Shares10.3K
Event2026-03-31
Filed2026-04-28
SPYX
SPDR SERIES TRUST
0.71%
Shares8.7K
Event2026-03-31
Filed2026-04-28
IWR
ISHARES RUSSELL
-1.81%
Shares4.7K
Event2026-03-31
Filed2026-04-28
SUSC
ISHARES ESG
4.67%
Shares19.7K
Event2026-03-31
Filed2026-04-28
DMXF
ISHARES ESG
0.25%
Shares6.0K
Event2026-03-31
Filed2026-04-28
AON PLC
AON PLC
26.79%
Shares1.4K
Event2026-03-31
Filed2026-04-28
ORCL
ORACLE CORP
7.10%
Shares3.0K
Event2026-03-31
Filed2026-04-28
PTF
INVESCO DORSEY
-21.98%
Shares5.2K
Event2026-03-31
Filed2026-04-28
TJX
TJX COS
-2.04%
Shares2.8K
Event2026-03-31
Filed2026-04-28
DON
WISDOMTREE U S
0.01%
Shares8.4K
Event2026-03-31
Filed2026-04-28
SPEM
STATE STREET
-13.08%
Shares9.3K
Event2026-03-31
Filed2026-04-28
ULST
STATE STREET
-24.16%
Shares10.8K
Event2026-03-31
Filed2026-04-28
IYW
ISHARES TECHNOLOGY
-8.57%
Shares2.4K
Event2026-03-31
Filed2026-04-28
BIV
VANGUARD INTERMEDIATE
-6.11%
Shares5.6K
Event2026-03-31
Filed2026-04-28
PEP
PEPSICO INC
-6.74%
Shares2.8K
Event2026-03-31
Filed2026-04-28
AHR
AMERICAN HEALTHCARE
-6.83%
Shares9.1K
Event2026-03-31
Filed2026-04-28
INVESCO S&P
INVESCO S&P
-14.84%
Shares2.2K
Event2026-03-31
Filed2026-04-28
FTSD
FRANKLIN SHORT
0.92%
Shares4.7K
Event2026-03-31
Filed2026-04-28
GRNB
VANECK GREEN
1.53%
Shares17.6K
Event2026-03-31
Filed2026-04-28
IEFA
ISHARES CORE
-12.12%
Shares4.6K
Event2026-03-31
Filed2026-04-28
PAAA
PGIM AAA
-5.21%
Shares8.2K
Event2026-03-31
Filed2026-04-28
KO
COCA COLA COMPANY
7.60%
Shares5.5K
Event2026-03-31
Filed2026-04-28
PM
PHILIP MORRIS
6.93%
Shares2.5K
Event2026-03-31
Filed2026-04-28
SHLD
GLOBAL X
New
Shares5.9K
Event2026-03-31
Filed2026-04-28
KNF
KNIFE RIVER
1.09%
Shares5.1K
Event2026-03-31
Filed2026-04-28
FDN
FIRST TRUST
-5.80%
Shares1.8K
Event2026-03-31
Filed2026-04-28
CRBN
ISHARES LOW
-1.69%
Shares1.9K
Event2026-03-31
Filed2026-04-28
GOVT
ISHARES U S
378.81%
Shares18.0K
Event2026-03-31
Filed2026-04-28
HON
HONEYWELL INTL
-2.64%
Shares1.8K
Event2026-03-31
Filed2026-04-28
KNG
FIRST TRUST
-7.02%
Shares8.3K
Event2026-03-31
Filed2026-04-28
JAAA
JANUS HENDERSON
16.09%
Shares8.0K
Event2026-03-31
Filed2026-04-28
VTC
VANGUARD TOTAL
0.80%
Shares5.2K
Event2026-03-31
Filed2026-04-28
SCHF
SCHWAB INTL
4.12%
Shares16.1K
Event2026-03-31
Filed2026-04-28
TIC
TIC SOLUTIONS
0.00%
Shares59.9K
Event2026-03-31
Filed2026-04-28
IQSI
NYLI CANDRIAM
0.04%
Shares11.2K
Event2026-03-31
Filed2026-04-28
DE
DEERE & CO
12.46%
Shares677
Event2026-03-31
Filed2026-04-28
BDX
BECTON DICKINSON
9.95%
Shares2.4K
Event2026-03-31
Filed2026-04-28
AIRR
FIRST TRUST
0.21%
Shares3.3K
Event2026-03-31
Filed2026-04-28
SHY
ISHARES 1-3YR
5.48%
Shares4.4K
Event2026-03-31
Filed2026-04-28
KMB
KIMBERLY CLARK
142.69%
Shares3.8K
Event2026-03-31
Filed2026-04-28
COP
CONOCOPHILLIPS
-18.52%
Shares2.7K
Event2026-03-31
Filed2026-04-28
VMC
VULCAN MATERIALS
6.37%
Shares1.3K
Event2026-03-31
Filed2026-04-28
WFC
WELLS FARGO
-6.15%
Shares4.5K
Event2026-03-31
Filed2026-04-28
IBM
INTL BUSINESS
-4.52%
Shares1.5K
Event2026-03-31
Filed2026-04-28
GLW
CORNING INC
262.80%
Shares2.5K
Event2026-03-31
Filed2026-04-28
VEU
VANGUARD FTSE
0.28%
Shares4.6K
Event2026-03-31
Filed2026-04-28
SCHE
SCHWAB EMERGING
-0.30%
Shares10.4K
Event2026-03-31
Filed2026-04-28
MA
MASTERCARD INC
0.15%
Shares685
Event2026-03-31
Filed2026-04-28
WDC
WESTERN DIGITAL
0.08%
Shares1.2K
Event2026-03-31
Filed2026-04-28
ASTS
AST SPACEMOBILE
89.20%
Shares4.0K
Event2026-03-31
Filed2026-04-28
VXUS
VANGUARD TOTAL
0.00%
Shares4.3K
Event2026-03-31
Filed2026-04-28
RODM
HARTFORD MULTIFACTOR
0.00%
Shares8.4K
Event2026-03-31
Filed2026-04-28
MO
ALTRIA GROUP
-1.50%
Shares5.0K
Event2026-03-31
Filed2026-04-28
VT
VANGUARD TOTAL
27.65%
Shares2.4K
Event2026-03-31
Filed2026-04-28
COF
CAPITAL ONE
23.27%
Shares1.8K
Event2026-03-31
Filed2026-04-28
PULS
PGIM ULTRA
-55.11%
Shares6.5K
Event2026-03-31
Filed2026-04-28
PWR
QUANTA SERVICES
7.41%
Shares580
Event2026-03-31
Filed2026-04-28
SCHG
SCHWAB US
-0.22%
Shares10.9K
Event2026-03-31
Filed2026-04-28
JBND
JPMORGAN ACTIVE
New
Shares5.8K
Event2026-03-31
Filed2026-04-28
SRE
SEMPRA
4.04%
Shares3.2K
Event2026-03-31
Filed2026-04-28
HYG
ISHARES IBOXX
0.65%
Shares3.9K
Event2026-03-31
Filed2026-04-28
UPS
UNITED PARCEL
18.86%
Shares3.1K
Event2026-03-31
Filed2026-04-28
ENB
ENBRIDGE INC
-15.25%
Shares5.5K
Event2026-03-31
Filed2026-04-28
KORP
AMERICAN CENTURY
-61.54%
Shares6.4K
Event2026-03-31
Filed2026-04-28
SBUX
STARBUCKS CORP
-0.69%
Shares3.3K
Event2026-03-31
Filed2026-04-28
BINC
ISHARES FLEXIBLE
42.19%
Shares5.7K
Event2026-03-31
Filed2026-04-28
IBIT
ISHARES BITCOIN
-15.83%
Shares7.7K
Event2026-03-31
Filed2026-04-28
DBEF
XTRACKERS MSCI
0.00%
Shares6.0K
Event2026-03-31
Filed2026-04-28
PSI
INVESCO SEMICONDUCTORS
223.20%
Shares3.1K
Event2026-03-31
Filed2026-04-28
CSCO
CISCO SYSTEMS
-23.70%
Shares3.7K
Event2026-03-31
Filed2026-04-28
PFE
PFIZER INC
-25.67%
Shares10.2K
Event2026-03-31
Filed2026-04-28
DVY
ISHARES SELECT
8.19%
Shares1.9K
Event2026-03-31
Filed2026-04-28
TLT
ISHARES 20
-0.64%
Shares3.3K
Event2026-03-31
Filed2026-04-28
SCHA
SCHWAB US
-0.39%
Shares9.8K
Event2026-03-31
Filed2026-04-28
VOE
VANGUARD MID
-4.73%
Shares1.5K
Event2026-03-31
Filed2026-04-28
XYLD
GLOBAL X
-0.63%
Shares7.2K
Event2026-03-31
Filed2026-04-28
IOO
ISHARES GLOBAL
-61.83%
Shares2.3K
Event2026-03-31
Filed2026-04-28
ULTA
ULTA BEAUTY
0.00%
Shares537
Event2026-03-31
Filed2026-04-28
VAW
VANGUARD MATERIALS
-3.35%
Shares1.2K
Event2026-03-31
Filed2026-04-28
QWLD
STATE STREET
-61.87%
Shares1.9K
Event2026-03-31
Filed2026-04-28
XMVM
INVESCO S&P
-29.72%
Shares4.2K
Event2026-03-31
Filed2026-04-28
ASML
ASML HOLDING
74.14%
Shares202
Event2026-03-31
Filed2026-04-28
FEZ
STATE STREET
-61.86%
Shares4.3K
Event2026-03-31
Filed2026-04-28
MBB
ISHARES MBS
35.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
LITE
LUMENTUM HOLDINGS
39.85%
Shares372
Event2026-03-31
Filed2026-04-28
ITA
ISHARES AEROSPACE
143.18%
Shares1.2K
Event2026-03-31
Filed2026-04-28
MAR
MARRIOTT INTL
0.00%
Shares798
Event2026-03-31
Filed2026-04-28
GS
GOLDMAN SACHS
0.00%
Shares305
Event2026-03-31
Filed2026-04-28
LCTU
BLACKROCK ISHARES
4.18%
Shares3.7K
Event2026-03-31
Filed2026-04-28
NUMG
NUSHARES ETF TR
0.13%
Shares6.3K
Event2026-03-31
Filed2026-04-28
NOBL
PROSHARES S&P
0.00%
Shares2.4K
Event2026-03-31
Filed2026-04-28
EIX
EDISON INTL
804.13%
Shares3.5K
Event2026-03-31
Filed2026-04-28
WM
WASTE MANAGEMENT
7.58%
Shares1.1K
Event2026-03-31
Filed2026-04-28
MEDTRONIC PLC
MEDTRONIC PLC
219.36%
Shares2.9K
Event2026-03-31
Filed2026-04-28
VBR
VANGUARD SMALL
-11.33%
Shares1.2K
Event2026-03-31
Filed2026-04-28
VBK
VANGUARD SMALL
-9.42%
Shares827
Event2026-03-31
Filed2026-04-28
BUFD
FIRST TRUST
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-28
URA
GLOBAL X
1.18%
Shares5.1K
Event2026-03-31
Filed2026-04-28
VLO
VALERO ENERGY
237.54%
Shares989
Event2026-03-31
Filed2026-04-28
SCHX
SCHWAB US
-0.71%
Shares9.5K
Event2026-03-31
Filed2026-04-28
FCX
FREEPORT MCMORAN
6.68%
Shares4.1K
Event2026-03-31
Filed2026-04-28
FTCB
FIRST TRUST
-54.82%
Shares11.5K
Event2026-03-31
Filed2026-04-28
DRI
DARDEN RESTAURANTS
8.49%
Shares1.2K
Event2026-03-31
Filed2026-04-28
CITIGROUP INC
CITIGROUP INC
2.90%
Shares2.1K
Event2026-03-31
Filed2026-04-28
HEFA
ISHARES CURRENCY
-23.73%
Shares5.6K
Event2026-03-31
Filed2026-04-28
IDEV
ISHARES CORE
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
EAGG
ISHARES ESG
5.51%
Shares4.9K
Event2026-03-31
Filed2026-04-28
CDL
VICTORYSHARES US
-2.72%
Shares3.1K
Event2026-03-31
Filed2026-04-28
MKL
MARKEL GROUP
0.00%
Shares120
Event2026-03-31
Filed2026-04-28
NDSN
NORDSON CORP
0.00%
Shares857
Event2026-03-31
Filed2026-04-28
BLACKROCK FDG
BLACKROCK FDG
-0.84%
Shares236
Event2026-03-31
Filed2026-04-28
ABT
ABBOTT LABORATORIES
0.27%
Shares2.2K
Event2026-03-31
Filed2026-04-28
APH
AMPHENOL CORP
8.86%
Shares1.7K
Event2026-03-31
Filed2026-04-28
LHX
L3HARRIS TECHNOLOGIES
11.93%
Shares619
Event2026-03-31
Filed2026-04-28
JCI
JOHNSON CONTROLS
0.12%
Shares1.6K
Event2026-03-31
Filed2026-04-28
VV
VANGUARD LARGE
-11.49%
Shares701
Event2026-03-31
Filed2026-04-28
TXN
TEXAS INSTRUMENTS
21.34%
Shares1.1K
Event2026-03-31
Filed2026-04-28
GDX
VANECK GOLD
-3.21%
Shares2.3K
Event2026-03-31
Filed2026-04-28
T
AT&T INC
7.58%
Shares7.1K
Event2026-03-31
Filed2026-04-28
JSML
JANUS DETROIT
-12.12%
Shares3.0K
Event2026-03-31
Filed2026-04-28
SPIP
STATE STREET
6.78%
Shares7.9K
Event2026-03-31
Filed2026-04-28
TE CONNECTIVITY
TE CONNECTIVITY
9.21%
Shares972
Event2026-03-31
Filed2026-04-28
ITW
ILLINOIS TOOL
0.39%
Shares777
Event2026-03-31
Filed2026-04-28
AVAV
AEROVIRONMENT INC
66.36%
Shares1.1K
Event2026-03-31
Filed2026-04-28
BN
BROOKFIELD CORP
0.12%
Shares5.0K
Event2026-03-31
Filed2026-04-28
ARKK
ARK INNOVATION
-19.30%
Shares3.0K
Event2026-03-31
Filed2026-04-28
MMM
3M COMPANY
-9.14%
Shares1.4K
Event2026-03-31
Filed2026-04-28
BFLY
BUTTERFLY NETWORK
0.00%
Shares48.0K
Event2026-03-31
Filed2026-04-28
COLB
COLUMBIA BANKING SYS INC
0.00%
Shares7.0K
Event2026-03-31
Filed2026-04-28
TMUS
T-MOBILE US
-6.14%
Shares902
Event2026-03-31
Filed2026-04-28
FDT
FIRST TRUST
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-28
INTU
INTUIT INC
24.64%
Shares435
Event2026-03-31
Filed2026-04-28
ICVT
ISHARES CONV
33.69%
Shares1.8K
Event2026-03-31
Filed2026-04-28
BMY
BRISTOL MYERS
0.30%
Shares3.0K
Event2026-03-31
Filed2026-04-28
DFAC
DIMENSIONAL US
-53.96%
Shares4.7K
Event2026-03-31
Filed2026-04-28
ASTRAZENECA PLC
ASTRAZENECA PLC
New
Shares931
Event2026-03-31
Filed2026-04-28
OIH
VANECK OIL
-4.05%
Shares450
Event2026-03-31
Filed2026-04-28
JSMD
JANUS DETROIT
-28.32%
Shares2.2K
Event2026-03-31
Filed2026-04-28
TCBK
TRICO BANCSHARES
0.57%
Shares3.7K
Event2026-03-31
Filed2026-04-28
CRM
SALESFORCE INC
0.00%
Shares949
Event2026-03-31
Filed2026-04-28
EW
EDWARDS LIFESCIENCES
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-28
YYY
AMPLIFY CEF
0.35%
Shares15.9K
Event2026-03-31
Filed2026-04-28
VHT
VANGUARD HEALTH
-11.63%
Shares646
Event2026-03-31
Filed2026-04-28
SMH
VANECK SEMICONDUCTOR
18.62%
Shares446
Event2026-03-31
Filed2026-04-28
GILD
GILEAD SCIENCES
1.59%
Shares1.2K
Event2026-03-31
Filed2026-04-28
IDMO
INVESCO S&P
-31.87%
Shares3.0K
Event2026-03-31
Filed2026-04-28
FSIG
FIRST TRUST
-49.79%
Shares8.6K
Event2026-03-31
Filed2026-04-28
KKR & CO
KKR & CO
-51.80%
Shares1.8K
Event2026-03-31
Filed2026-04-28
CB
CHUBB LTD
-1.78%
Shares496
Event2026-03-31
Filed2026-04-28
NEM
NEWMONT CORP
109.70%
Shares1.5K
Event2026-03-31
Filed2026-04-28
ED
CONSOLIDATED EDISON
55.80%
Shares1.4K
Event2026-03-31
Filed2026-04-28
IWB
ISHARES RUSSELL
268.33%
Shares442
Event2026-03-31
Filed2026-04-28
FDL
FIRST TRUST
-92.50%
Shares3.1K
Event2026-03-31
Filed2026-04-28
LPLA
LPL FINANCIAL
0.00%
Shares519
Event2026-03-31
Filed2026-04-28
HYGH
ISHARES INTEREST
-62.44%
Shares1.8K
Event2026-03-31
Filed2026-04-28
CCL
CARNIVAL CORP
33.34%
Shares6.0K
Event2026-03-31
Filed2026-04-28
VIK
VIKING HOLDINGS
0.87%
Shares2.1K
Event2026-03-31
Filed2026-04-28
MDLZ
MONDELEZ INTERNATIONAL
-4.72%
Shares2.6K
Event2026-03-31
Filed2026-04-28
GEHC
GE HEALTHCARE
0.19%
Shares2.1K
Event2026-03-31
Filed2026-04-28
AER
AERCAP HOLDINGS
0.28%
Shares1.1K
Event2026-03-31
Filed2026-04-28
BKNG
BOOKING HOLDINGS
0.00%
Shares35
Event2026-03-31
Filed2026-04-28
CSX
CSX CORP
0.03%
Shares3.6K
Event2026-03-31
Filed2026-04-28
CMCSA
COMCAST CORP
29.40%
Shares5.2K
Event2026-03-31
Filed2026-04-28
BITMINE IMMERSION
BITMINE IMMERSION
-9.07%
Shares7.5K
Event2026-03-31
Filed2026-04-28
INTC
INTEL CORP
-20.76%
Shares3.4K
Event2026-03-31
Filed2026-04-28
HSY
HERSHEY COMPANY
-20.98%
Shares712
Event2026-03-31
Filed2026-04-28
SCZ
ISHARES MSCI
-2.93%
Shares1.9K
Event2026-03-31
Filed2026-04-28
XSD
STATE STREET
-2.60%
Shares450
Event2026-03-31
Filed2026-04-28
ANNALY CAPITAL
ANNALY CAPITAL
27.74%
Shares6.9K
Event2026-03-31
Filed2026-04-28
SUSA
ISHARES ESG
-2.22%
Shares1.1K
Event2026-03-31
Filed2026-04-28
HDV
ISHARES CORE
5.57%
Shares1.1K
Event2026-03-31
Filed2026-04-28
EPD
ENTERPRISE PRODUCTS
-46.28%
Shares3.8K
Event2026-03-31
Filed2026-04-28
WPM
WHEATON PRECIOUS
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
SLYG
STATE STREET
18.12%
Shares1.5K
Event2026-03-31
Filed2026-04-28
INMU
ISHARES INTERMEDIATE
New
Shares6.0K
Event2026-03-31
Filed2026-04-28
EA
ELECTRONIC ARTS
0.00%
Shares695
Event2026-03-31
Filed2026-04-28
TGT
TARGET CORP
39.11%
Shares1.2K
Event2026-03-31
Filed2026-04-28
BARRICK MINING
BARRICK MINING
138.63%
Shares3.4K
Event2026-03-31
Filed2026-04-28
CRWV
COREWEAVE INC
139.71%
Shares1.8K
Event2026-03-31
Filed2026-04-28
SYSB
ISHARES SYSTEMATIC
New
Shares1.6K
Event2026-03-31
Filed2026-04-28
MPC
MARATHON PETROLEUM
-2.94%
Shares562
Event2026-03-31
Filed2026-04-28
EQT CORP
EQT CORP
-0.97%
Shares2.1K
Event2026-03-31
Filed2026-04-28
XEL
XCEL ENERGY
-5.92%
Shares1.7K
Event2026-03-31
Filed2026-04-28
HUBBELL INC
HUBBELL INC
0.00%
Shares275
Event2026-03-31
Filed2026-04-28
RDDT
REDDIT INC
-45.50%
Shares1.0K
Event2026-03-31
Filed2026-04-28
PNC
PNC FINANCIAL
14.77%
Shares645
Event2026-03-31
Filed2026-04-28
AOA
ISHARES CORE
-12.15%
Shares1.5K
Event2026-03-31
Filed2026-04-28
CION
CION INVESTMENT
1.69%
Shares19.6K
Event2026-03-31
Filed2026-04-28
IWV
ISHARES RUSSELL
4.93%
Shares362
Event2026-03-31
Filed2026-04-28
HEQT
SIMPLIFY HEDGED
-39.26%
Shares4.2K
Event2026-03-31
Filed2026-04-28
AWK
AMERICAN WATER
-13.32%
Shares976
Event2026-03-31
Filed2026-04-28
XLU
STATE STREET
0.14%
Shares2.9K
Event2026-03-31
Filed2026-04-28
DFAX
DIMENSIONAL WORLD
-17.38%
Shares3.9K
Event2026-03-31
Filed2026-04-28
TRV
TRAVELERS COS
13.00%
Shares452
Event2026-03-31
Filed2026-04-28
WELL
WELLTOWER INC
0.15%
Shares664
Event2026-03-31
Filed2026-04-28
SHOP
SHOPIFY INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-28
IGV
ISHARES EXPANDED
1316.52%
Shares1.6K
Event2026-03-31
Filed2026-04-28
XLB
STATE STREET
-17.14%
Shares2.6K
Event2026-03-31
Filed2026-04-28
IYE
ISHARES U S
13.52%
Shares2.0K
Event2026-03-31
Filed2026-04-28
SIL
GLOBAL X
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-28
UTF
COHEN & STEERS
1.38%
Shares5.0K
Event2026-03-31
Filed2026-04-28
PSX
PHILLIPS 66
-31.95%
Shares707
Event2026-03-31
Filed2026-04-28
IEF
ISHARES 7-10YR
-2.32%
Shares1.3K
Event2026-03-31
Filed2026-04-28
FIXD
FIRST TRUST
-83.74%
Shares2.9K
Event2026-03-31
Filed2026-04-28
FDX
FEDEX CORP
0.00%
Shares360
Event2026-03-31
Filed2026-04-28
FSCO
FS CREDIT
-55.82%
Shares25.1K
Event2026-03-31
Filed2026-04-28
AMT
AMERICAN TOWER
-1.07%
Shares739
Event2026-03-31
Filed2026-04-28
IBB
ISHARES BIOTECHNOLOGY
-2.23%
Shares746
Event2026-03-31
Filed2026-04-28
KMI
KINDER MORGAN
13.55%
Shares3.7K
Event2026-03-31
Filed2026-04-28
GNRC
GENERAC HOLDINGS
0.00%
Shares640
Event2026-03-31
Filed2026-04-28
ROBT
FIRST TRUST
-12.39%
Shares2.7K
Event2026-03-31
Filed2026-04-28
UBER
UBER TECHNOLOGIES
-1.03%
Shares1.7K
Event2026-03-31
Filed2026-04-28
RCL
ROYAL CARIBBEAN
-2.80%
Shares452
Event2026-03-31
Filed2026-04-28
MUFG
MITSUBISHI UFJ
0.00%
Shares7.3K
Event2026-03-31
Filed2026-04-28
IXN
ISHARES GLOBAL
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-28
UBS
UBS GROUP
0.00%
Shares3.1K
Event2026-03-31
Filed2026-04-28
GSEW
GOLDMAN SACHS
New
Shares1.4K
Event2026-03-31
Filed2026-04-28
GM
GENERAL MOTORS
268.72%
Shares1.6K
Event2026-03-31
Filed2026-04-28
PTLC
PACER TRENDPILOT
-13.86%
Shares2.3K
Event2026-03-31
Filed2026-04-28
BUCK
SIMPLIFY TREASURY
0.79%
Shares5.1K
Event2026-03-31
Filed2026-04-28
EMXC
ISHARES MSCI
-17.25%
Shares1.5K
Event2026-03-31
Filed2026-04-28
JETS
U S GLOBAL
42.90%
Shares4.8K
Event2026-03-31
Filed2026-04-28
SSRM
SSR MINING
367.76%
Shares4.0K
Event2026-03-31
Filed2026-04-28
URI
UNITED RENTALS
0.00%
Shares161
Event2026-03-31
Filed2026-04-28
MET
METLIFE INC
25.27%
Shares1.6K
Event2026-03-31
Filed2026-04-28
PH
PARKER-HANNIFIN CORP
0.00%
Shares129
Event2026-03-31
Filed2026-04-28
LNG
CHENIERE ENERGY
0.00%
Shares402
Event2026-03-31
Filed2026-04-28
ALPS OSHARE
ALPS OSHARE
0.00%
Shares2.8K
Event2026-03-31
Filed2026-04-28
FSK
FS KKR
0.00%
Shares11.1K
Event2026-03-31
Filed2026-04-28
SMR
NUSCALE POWER
316.13%
Shares10.4K
Event2026-03-31
Filed2026-04-28
PLD
PROLOGIS INC
0.24%
Shares852
Event2026-03-31
Filed2026-04-28
CVS
CVS HEALTH
20.05%
Shares1.6K
Event2026-03-31
Filed2026-04-28
MFC
MANULIFE FINANCIAL
176.72%
Shares3.2K
Event2026-03-31
Filed2026-04-28
VUSB
VANGUARD ULTRA
0.36%
Shares2.2K
Event2026-03-31
Filed2026-04-28
WPC
W P CAREY
-0.86%
Shares1.6K
Event2026-03-31
Filed2026-04-28
HEEM
ISHARES INC
-31.88%
Shares3.0K
Event2026-03-31
Filed2026-04-28
ADBE
ADOBE INC
-7.38%
Shares452
Event2026-03-31
Filed2026-04-28
NVS
NOVARTIS AG
0.99%
Shares717
Event2026-03-31
Filed2026-04-28
AB
ALLIANCE BERNSTEIN
11.41%
Shares2.9K
Event2026-03-31
Filed2026-04-28
TTMI
TTM TECHNOLOGIES
499.46%
Shares1.1K
Event2026-03-31
Filed2026-04-28

Call Option Holdings
No call option holdings data available

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