The Analysis of Goldstone Financial Group, LLC's Holdings & P&L


Currently, Goldstone Financial Group, LLC holds 225 types of securities in its portfolio with a total value $922.1M. In the most recent quarter, they have increased their positions in N/A (+39.9K shares, valued at $23.9M), VT (+59.7K shares, valued at $8.3M), GLOF (+156.4K shares, valued at $8.1M); decreased their positions in IVV (-10.4K shares, valued at $6.8M), SPYG (-58.3K shares, valued at $5.7M), SPYV (-73.5K shares, valued at $4.2M); initiated new positions in VT (+59.7K shares, valued at $8.3M), GLOF (+156.4K shares, valued at $8.1M), SPGM (+107.6K shares, valued at $8.1M).


1M P&L
+11.7M+1.46%
3M P&L
-64.6M-7.37%
HY P&L
-21.1M-2.53%

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/A640.6M
86.3%
2Consumer Electronics15.4M
2.1%
3Semiconductors11.1M
1.5%

Top Industries by Stock Count

1N/A122 stocks
58.4%
2Drug Manufacturers - General5 stocks
2.4%
3Semiconductors5 stocks
2.4%
Stock Holdings
VANGUARD INDEX FDS
VANGUARD INDEX FDS
24.76%
Shares201.2K
Event2026-03-31
Filed2026-04-24
INVESCO QQQ TR
INVESCO QQQ TR
6.07%
Shares68.7K
Event2026-03-31
Filed2026-04-24
VTV
VANGUARD INDEX FDS
6.56%
Shares192.5K
Event2026-03-31
Filed2026-04-24
JQUA
J P MORGAN EXCHANGE TRADED F
9.84%
Shares580.4K
Event2026-03-31
Filed2026-04-24
BUFR
FIRST TR EXCHNG TRADED FD VI
-3.70%
Shares1.0M
Event2026-03-31
Filed2026-04-24
JPIB
J P MORGAN EXCHANGE TRADED F
-0.38%
Shares538.6K
Event2026-03-31
Filed2026-04-24
IUSG
ISHARES TR
19.42%
Shares135.5K
Event2026-03-31
Filed2026-04-24
VTI
VANGUARD INDEX FDS
-1.59%
Shares58.2K
Event2026-03-31
Filed2026-04-24
VO
VANGUARD INDEX FDS
15.08%
Shares64.0K
Event2026-03-31
Filed2026-04-24
FSMD
FIDELITY COVINGTON TRUST
6.70%
Shares357.9K
Event2026-03-31
Filed2026-04-24
VEA
VANGUARD TAX-MANAGED FDS
9.55%
Shares249.6K
Event2026-03-31
Filed2026-04-24
CLOA
BLACKROCK ETF TRUST II
15.09%
Shares303.9K
Event2026-03-31
Filed2026-04-24
AAPL
APPLE INC
25.51%
Shares60.7K
Event2026-03-31
Filed2026-04-24
FBND
FIDELITY MERRIMACK STR TR
18.30%
Shares327.3K
Event2026-03-31
Filed2026-04-24
FNDA
SCHWAB STRATEGIC TR
-11.88%
Shares442.8K
Event2026-03-31
Filed2026-04-24
IVV
ISHARES TR
-32.40%
Shares21.7K
Event2026-03-31
Filed2026-04-24
FDL
FIRST TR EXCHANGE-TRADED FD
-9.68%
Shares274.1K
Event2026-03-31
Filed2026-04-24
MOAT
VANECK ETF TRUST
-2.50%
Shares130.6K
Event2026-03-31
Filed2026-04-24
VIGI
VANGUARD WHITEHALL FDS
-11.80%
Shares141.7K
Event2026-03-31
Filed2026-04-24
SPLB
SPDR SERIES TRUST
-12.58%
Shares552.1K
Event2026-03-31
Filed2026-04-24
SRLN
SSGA ACTIVE ETF TR
-1.86%
Shares276.9K
Event2026-03-31
Filed2026-04-24
JBND
J P MORGAN EXCHANGE TRADED F
-2.14%
Shares191.0K
Event2026-03-31
Filed2026-04-24
JPST
J P MORGAN EXCHANGE TRADED F
-11.67%
Shares193.4K
Event2026-03-31
Filed2026-04-24
VYM
VANGUARD WHITEHALL FDS
-2.56%
Shares65.9K
Event2026-03-31
Filed2026-04-24
VPU
VANGUARD WORLD FD
-5.45%
Shares48.5K
Event2026-03-31
Filed2026-04-24
FTEC
FIDELITY COVINGTON TRUST
-14.75%
Shares44.3K
Event2026-03-31
Filed2026-04-24
VCSH
VANGUARD SCOTTSDALE FDS
-1.58%
Shares110.5K
Event2026-03-31
Filed2026-04-24
SPYG
SPDR SERIES TRUST
-39.87%
Shares88.0K
Event2026-03-31
Filed2026-04-24
DON
WISDOMTREE TR
-21.11%
Shares161.7K
Event2026-03-31
Filed2026-04-24
VT
VANGUARD INTL EQUITY INDEX F
New
Shares59.7K
Event2026-03-31
Filed2026-04-24
IGIB
ISHARES TR
-1.32%
Shares155.1K
Event2026-03-31
Filed2026-04-24
GLOF
ISHARES TR
New
Shares156.4K
Event2026-03-31
Filed2026-04-24
SPGM
SPDR INDEX SHS FDS
New
Shares107.6K
Event2026-03-31
Filed2026-04-24
IOO
ISHARES TR
New
Shares67.0K
Event2026-03-31
Filed2026-04-24
FPAG
INVESTMENT MANAGERS SER TR I
New
Shares222.7K
Event2026-03-31
Filed2026-04-24
NVDA
NVIDIA CORPORATION
0.02%
Shares45.5K
Event2026-03-31
Filed2026-04-24
VEU
VANGUARD INTL EQUITY INDEX F
-18.73%
Shares103.9K
Event2026-03-31
Filed2026-04-24
SPYV
SPDR SERIES TRUST
-35.75%
Shares132.1K
Event2026-03-31
Filed2026-04-24
SCHD
SCHWAB STRATEGIC TR
-5.83%
Shares240.7K
Event2026-03-31
Filed2026-04-24
NOBL
PROSHARES TR
0.67%
Shares67.1K
Event2026-03-31
Filed2026-04-24
UCON
FIRST TR EXCHNG TRADED FD VI
-18.80%
Shares254.7K
Event2026-03-31
Filed2026-04-24
BROADCOM INC
BROADCOM INC
219.71%
Shares18.8K
Event2026-03-31
Filed2026-04-24
JPM
JPMORGAN CHASE & CO
-3.37%
Shares19.7K
Event2026-03-31
Filed2026-04-24
IWR
ISHARES TR
-37.63%
Shares58.8K
Event2026-03-31
Filed2026-04-24
SPY
STATE STR SPDR S&P 500 ETF T
-4.82%
Shares8.4K
Event2026-03-31
Filed2026-04-24
VFLO
VICTORY PORTFOLIOS II
-26.59%
Shares124.4K
Event2026-03-31
Filed2026-04-24
MDYG
SPDR SERIES TRUST
-40.81%
Shares47.7K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-2.96%
Shares15.4K
Event2026-03-31
Filed2026-04-24
RDVY
FIRST TR EXCHANGE TRADED FD
-8.52%
Shares64.5K
Event2026-03-31
Filed2026-04-24
VB
VANGUARD INDEX FDS
New
Shares16.2K
Event2026-03-31
Filed2026-04-24
DGRO
ISHARES TR
-4.23%
Shares60.2K
Event2026-03-31
Filed2026-04-24
AMZN
AMAZON COM INC
-2.18%
Shares20.0K
Event2026-03-31
Filed2026-04-24
MSFT
MICROSOFT CORP
-3.96%
Shares11.1K
Event2026-03-31
Filed2026-04-24
IWM
ISHARES TR
-41.67%
Shares14.1K
Event2026-03-31
Filed2026-04-24
HYGH
ISHARES U S ETF TR
New
Shares37.6K
Event2026-03-31
Filed2026-04-24
FLRT
PACER FDS TR
New
Shares69.5K
Event2026-03-31
Filed2026-04-24
PFXF
VANECK ETF TRUST
New
Shares179.9K
Event2026-03-31
Filed2026-04-24
VRIG
INVESCO ACTIVELY MANAGED EXC
-0.66%
Shares122.2K
Event2026-03-31
Filed2026-04-24
USHY
ISHARES TR
-2.95%
Shares82.8K
Event2026-03-31
Filed2026-04-24
TSLA
TESLA INC
1.38%
Shares8.1K
Event2026-03-31
Filed2026-04-24
CAT
CATERPILLAR INC
-7.69%
Shares4.0K
Event2026-03-31
Filed2026-04-24
JEPI
J P MORGAN EXCHANGE TRADED F
-1.87%
Shares49.9K
Event2026-03-31
Filed2026-04-24
QHY
WISDOMTREE TR
-31.59%
Shares59.9K
Event2026-03-31
Filed2026-04-24
SLYG
SPDR SERIES TRUST
-40.78%
Shares28.1K
Event2026-03-31
Filed2026-04-24
HDV
ISHARES TR
-2.64%
Shares19.8K
Event2026-03-31
Filed2026-04-24
VGT
VANGUARD WORLD FD
-5.37%
Shares3.8K
Event2026-03-31
Filed2026-04-24
FTHI
FIRST TR EXCHANGE TRADED FD
-4.65%
Shares112.1K
Event2026-03-31
Filed2026-04-24
SPTL
SPDR SERIES TRUST
New
Shares97.6K
Event2026-03-31
Filed2026-04-24
IXUS
ISHARES TR
-56.98%
Shares29.6K
Event2026-03-31
Filed2026-04-24
MBS
ANGEL OAK FUNDS TRUST
New
Shares295.6K
Event2026-03-31
Filed2026-04-24
JEPQ
J P MORGAN EXCHANGE TRADED F
-0.67%
Shares45.8K
Event2026-03-31
Filed2026-04-24
SCHE
SCHWAB STRATEGIC TR
-4.46%
Shares75.1K
Event2026-03-31
Filed2026-04-24
META
META PLATFORMS INC
-0.99%
Shares4.2K
Event2026-03-31
Filed2026-04-24
KNG
FIRST TR EXCHANGE-TRADED FD
-34.97%
Shares45.0K
Event2026-03-31
Filed2026-04-24
ABBV
ABBVIE INC
8.27%
Shares9.8K
Event2026-03-31
Filed2026-04-24
MA
MASTERCARD INCORPORATED
-5.35%
Shares4.2K
Event2026-03-31
Filed2026-04-24
SMLF
ISHARES TR
New
Shares27.1K
Event2026-03-31
Filed2026-04-24
OMFL
INVESCO EXCH TRD SLF IDX FD
-4.20%
Shares32.5K
Event2026-03-31
Filed2026-04-24
BAC
BANK AMERICA CORP
-11.16%
Shares38.1K
Event2026-03-31
Filed2026-04-24
NUGO
NUSHARES ETF TR
-3.62%
Shares51.5K
Event2026-03-31
Filed2026-04-24
ISTB
ISHARES TR
-1.16%
Shares38.0K
Event2026-03-31
Filed2026-04-24
BERKSHIRE HATHAWAY INC DEL
BERKSHIRE HATHAWAY INC DEL
-2.37%
Shares3.8K
Event2026-03-31
Filed2026-04-24
MU
MICRON TECHNOLOGY INC
-19.53%
Shares5.3K
Event2026-03-31
Filed2026-04-24
AVUV
AMERICAN CENTY ETF TR
-39.94%
Shares16.1K
Event2026-03-31
Filed2026-04-24
EMB
ISHARES TR
-4.22%
Shares18.8K
Event2026-03-31
Filed2026-04-24
DTH
WISDOMTREE TR
-47.95%
Shares30.5K
Event2026-03-31
Filed2026-04-24
AMAT
APPLIED MATLS INC
-3.54%
Shares4.7K
Event2026-03-31
Filed2026-04-24
CGDV
CAPITAL GROUP DIVIDEND VALUE
-4.20%
Shares37.8K
Event2026-03-31
Filed2026-04-24
NFLX
NETFLIX INC.
3.71%
Shares16.0K
Event2026-03-31
Filed2026-04-24
ALPHABET INC
ALPHABET INC
-6.93%
Shares5.3K
Event2026-03-31
Filed2026-04-24
IJR
ISHARES TR
-48.37%
Shares12.0K
Event2026-03-31
Filed2026-04-24
T
AT&T INC
0.49%
Shares51.0K
Event2026-03-31
Filed2026-04-24
COST
COSTCO WHOLESALE CORPORATION
5.17%
Shares1.5K
Event2026-03-31
Filed2026-04-24
ILTB
ISHARES TR
-14.95%
Shares29.8K
Event2026-03-31
Filed2026-04-24
ARTY
ISHARES TR
-4.71%
Shares31.0K
Event2026-03-31
Filed2026-04-24
QQQJ
INVESCO EXCH TRADED FD TR II
-4.60%
Shares39.1K
Event2026-03-31
Filed2026-04-24
CIBR
FIRST TR EXCHANGE-TRADED FD
-3.19%
Shares22.2K
Event2026-03-31
Filed2026-04-24
MCD
MCDONALDS CORP
-4.52%
Shares4.4K
Event2026-03-31
Filed2026-04-24
HD
HOME DEPOT INC
-10.53%
Shares4.0K
Event2026-03-31
Filed2026-04-24
SCHP
SCHWAB STRATEGIC TR
New
Shares48.6K
Event2026-03-31
Filed2026-04-24
VDE
VANGUARD WORLD FD
-44.25%
Shares7.4K
Event2026-03-31
Filed2026-04-24
QQQH
NEOS ETF TRUST
-3.73%
Shares25.1K
Event2026-03-31
Filed2026-04-24
JCPB
J P MORGAN EXCHANGE TRADED F
-7.50%
Shares26.9K
Event2026-03-31
Filed2026-04-24
PG
PROCTER & GAMBLE CO
-16.19%
Shares8.7K
Event2026-03-31
Filed2026-04-24
PEP
PEPSICO INC
-10.43%
Shares8.0K
Event2026-03-31
Filed2026-04-24
USMV
ISHARES TR
-0.58%
Shares13.3K
Event2026-03-31
Filed2026-04-24
CME
CME GROUP INC
-2.30%
Shares4.2K
Event2026-03-31
Filed2026-04-24
FNDE
SCHWAB STRATEGIC TR
-57.26%
Shares31.4K
Event2026-03-31
Filed2026-04-24
LMT
LOCKHEED MARTIN CORP
-0.35%
Shares2.0K
Event2026-03-31
Filed2026-04-24
VWO
VANGUARD INTL EQUITY INDEX F
New
Shares21.4K
Event2026-03-31
Filed2026-04-24
ABT
ABBOTT LABORATORIES
12.66%
Shares11.1K
Event2026-03-31
Filed2026-04-24
GS
GOLDMAN SACHS GROUP INC
-17.62%
Shares1.3K
Event2026-03-31
Filed2026-04-24
O
REALTY INCOME CORP
-9.71%
Shares17.6K
Event2026-03-31
Filed2026-04-24
PCEF
INVESCO EXCH TRADED FD TR II
8.46%
Shares56.5K
Event2026-03-31
Filed2026-04-24
MS
MORGAN STANLEY
-24.35%
Shares6.4K
Event2026-03-31
Filed2026-04-24
GSLC
GOLDMAN SACHS ETF TR
-10.49%
Shares8.4K
Event2026-03-31
Filed2026-04-24
SDIV
GLOBAL X FDS
-4.73%
Shares40.6K
Event2026-03-31
Filed2026-04-24
CROWN CASTLE INC
CROWN CASTLE INC
-7.06%
Shares12.0K
Event2026-03-31
Filed2026-04-24
WMT
WALMART INC
9.70%
Shares7.8K
Event2026-03-31
Filed2026-04-24
BA
BOEING CO
-10.15%
Shares4.8K
Event2026-03-31
Filed2026-04-24
CSCO
CISCO SYS INC
-14.20%
Shares12.3K
Event2026-03-31
Filed2026-04-24
GENERAL DYNAMICS CORP
GENERAL DYNAMICS CORP
-0.47%
Shares2.8K
Event2026-03-31
Filed2026-04-24
CEG
CONSTELLATION ENERGY CORP
6.31%
Shares3.3K
Event2026-03-31
Filed2026-04-24
ORCL
ORACLE CORP
7.14%
Shares6.3K
Event2026-03-31
Filed2026-04-24
CITIGROUP INC
CITIGROUP INC
-19.30%
Shares7.9K
Event2026-03-31
Filed2026-04-24
NVS
NOVARTIS AG
-15.13%
Shares5.8K
Event2026-03-31
Filed2026-04-24
CALF
PACER FDS TR
-10.26%
Shares19.2K
Event2026-03-31
Filed2026-04-24
VLO
VALERO ENERGY CORP
0.49%
Shares3.5K
Event2026-03-31
Filed2026-04-24
AGGY
WISDOMTREE TR
-1.32%
Shares19.6K
Event2026-03-31
Filed2026-04-24
TT
TRANE TECHNOLOGIES PLC
1.09%
Shares2.0K
Event2026-03-31
Filed2026-04-24
PDO
PIMCO DYNAMIC INCOME OPRNTS
-3.18%
Shares64.6K
Event2026-03-31
Filed2026-04-24
UPS
UNITED PARCEL SVCS INC
0.01%
Shares8.5K
Event2026-03-31
Filed2026-04-24
IDVO
AMPLIFY ETF TR
-5.48%
Shares20.5K
Event2026-03-31
Filed2026-04-24
AGOX
STARBOARD INVT TR
-10.81%
Shares31.1K
Event2026-03-31
Filed2026-04-24
PDI
PIMCO DYNAMIC INCOME FD
-2.05%
Shares48.2K
Event2026-03-31
Filed2026-04-24
XOM
EXXON MOBIL CORP
-39.21%
Shares4.8K
Event2026-03-31
Filed2026-04-24
CASY
CASEYS GEN STORES INC
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-24
CRWD
CROWDSTRIKE HLDGS INC
0.36%
Shares2.0K
Event2026-03-31
Filed2026-04-24
BUFQ
FIRST TR EXCHNG TRADED FD VI
-10.08%
Shares21.2K
Event2026-03-31
Filed2026-04-24
CRTC
DBX ETF TR
-4.60%
Shares20.8K
Event2026-03-31
Filed2026-04-24
IBM
INTERNATIONAL BUSINESS MACHS
-14.11%
Shares3.0K
Event2026-03-31
Filed2026-04-24
DIS
DISNEY WALT CO
-15.91%
Shares7.3K
Event2026-03-31
Filed2026-04-24
NATWEST GROUP PLC
NATWEST GROUP PLC
-19.44%
Shares46.8K
Event2026-03-31
Filed2026-04-24
VZ
VERIZON COMMUNICATIONS INC
-20.72%
Shares13.8K
Event2026-03-31
Filed2026-04-24
AVIG
AMERICAN CENTY ETF TR
-1.42%
Shares16.6K
Event2026-03-31
Filed2026-04-24
SPGI
S&P GLOBAL INC
-0.86%
Shares1.6K
Event2026-03-31
Filed2026-04-24
SO
SOUTHERN CO
-17.45%
Shares7.0K
Event2026-03-31
Filed2026-04-24
CL
COLGATE PALMOLIVE CO
-16.65%
Shares7.7K
Event2026-03-31
Filed2026-04-24
UBER
UBER TECHNOLOGIES INC
-2.36%
Shares9.0K
Event2026-03-31
Filed2026-04-24
IWF
ISHARES TR
-8.23%
Shares1.5K
Event2026-03-31
Filed2026-04-24
SLV
ISHARES SILVER TR
15.97%
Shares9.4K
Event2026-03-31
Filed2026-04-24
EMR
EMERSON ELEC CO
-18.93%
Shares4.9K
Event2026-03-31
Filed2026-04-24
EATON CORP PLC
EATON CORP PLC
-18.25%
Shares1.8K
Event2026-03-31
Filed2026-04-24
MET
METLIFE INC
-19.52%
Shares9.0K
Event2026-03-31
Filed2026-04-24
ADP
AUTOMATIC DATA PROCESSING IN
1.88%
Shares3.1K
Event2026-03-31
Filed2026-04-24
SPTS
SPDR SERIES TRUST
-5.83%
Shares21.3K
Event2026-03-31
Filed2026-04-24
MO
ALTRIA GROUP INC
-21.25%
Shares9.1K
Event2026-03-31
Filed2026-04-24
GLD
SPDR GOLD TR
14.51%
Shares1.4K
Event2026-03-31
Filed2026-04-24
ANGL
VANECK ETF TRUST
56.40%
Shares20.1K
Event2026-03-31
Filed2026-04-24
TSM
TAIWAN SEMICONDUCTOR MANUFAC
3.14%
Shares1.7K
Event2026-03-31
Filed2026-04-24
MGV
VANGUARD WORLD FD
-13.78%
Shares3.8K
Event2026-03-31
Filed2026-04-24
MERCK & CO INC
MERCK & CO INC
0.29%
Shares4.5K
Event2026-03-31
Filed2026-04-24
TXN
TEXAS INSTRS INC
-19.73%
Shares2.7K
Event2026-03-31
Filed2026-04-24
ITW
ILLINOIS TOOL WKS INC
-15.61%
Shares2.0K
Event2026-03-31
Filed2026-04-24
V
VISA INC
-4.29%
Shares1.7K
Event2026-03-31
Filed2026-04-24
ICE
INTERCONTINENTAL EXCHANGE IN
0.72%
Shares3.2K
Event2026-03-31
Filed2026-04-24
RTX
RTX CORPORATION
-9.01%
Shares2.6K
Event2026-03-31
Filed2026-04-24
PRU
PRUDENTIAL FINL INC
-18.38%
Shares5.1K
Event2026-03-31
Filed2026-04-24
CORT
CORCEPT THERAPEUTICS INC
9.32%
Shares12.1K
Event2026-03-31
Filed2026-04-24
TCHP
T ROWE PRICE ETF INC
-12.88%
Shares10.6K
Event2026-03-31
Filed2026-04-24
LMBS
FIRST TR EXCHANGE-TRADED FD
-3.81%
Shares9.3K
Event2026-03-31
Filed2026-04-24
IEFA
ISHARES TR
15.67%
Shares5.0K
Event2026-03-31
Filed2026-04-24
VUSB
VANGUARD BD INDEX FDS
New
Shares9.1K
Event2026-03-31
Filed2026-04-24
ACCENTURE PLC IRELAND
ACCENTURE PLC IRELAND
-13.10%
Shares2.2K
Event2026-03-31
Filed2026-04-24
VUG
VANGUARD INDEX FDS
5.42%
Shares1.0K
Event2026-03-31
Filed2026-04-24
MEDTRONIC PLC
MEDTRONIC PLC
-17.84%
Shares5.0K
Event2026-03-31
Filed2026-04-24
EXC
EXELON CORP
0.91%
Shares8.8K
Event2026-03-31
Filed2026-04-24
UBSI
UNITED BANKSHARES INC WEST V
-20.89%
Shares10.2K
Event2026-03-31
Filed2026-04-24
LLY
ELI LILLY & CO
24.32%
Shares460
Event2026-03-31
Filed2026-04-24
XLK
SELECT SECTOR SPDR TR
-6.74%
Shares3.1K
Event2026-03-31
Filed2026-04-24
IEI
ISHARES TR
-10.50%
Shares3.3K
Event2026-03-31
Filed2026-04-24
PII
POLARIS INC
-17.10%
Shares7.1K
Event2026-03-31
Filed2026-04-24
MMM
3M CO
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-24
HON
HONEYWELL INTL INC
0.77%
Shares1.7K
Event2026-03-31
Filed2026-04-24
CVX
CHEVRON CORPORATION
-65.62%
Shares1.8K
Event2026-03-31
Filed2026-04-24
VIG
VANGUARD SPECIALIZED FUNDS
0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-24
MSI
MOTOROLA SOLUTIONS INC
5.45%
Shares832
Event2026-03-31
Filed2026-04-24
XMMO
INVESCO EXCHANGE TRADED FD T
-0.60%
Shares2.3K
Event2026-03-31
Filed2026-04-24
AMGN
AMGEN INC
7.09%
Shares952
Event2026-03-31
Filed2026-04-24
SRAD
SPORTRADAR GROUP AG
4.19%
Shares19.3K
Event2026-03-31
Filed2026-04-24
KMB
KIMBERLY-CLARK CORP
-21.02%
Shares3.3K
Event2026-03-31
Filed2026-04-24
CAH
CARDINAL HEALTH INC
0.27%
Shares1.5K
Event2026-03-31
Filed2026-04-24
AMD
ADVANCED MICRO DEVICES INC
-4.27%
Shares1.5K
Event2026-03-31
Filed2026-04-24
JAAA
JANUS DETROIT STR TR
18.43%
Shares5.9K
Event2026-03-31
Filed2026-04-24
HIMS
HIMS & HERS HEALTH INC
0.10%
Shares14.3K
Event2026-03-31
Filed2026-04-24
DIA
STATE STR SPDR DOW JONES IND
0.00%
Shares637
Event2026-03-31
Filed2026-04-24
JNJ
JOHNSON & JOHNSON
2.92%
Shares1.2K
Event2026-03-31
Filed2026-04-24
SPMO
INVESCO EXCH TRADED FD TR II
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-24
TQQQ
PROSHARES TR
-25.85%
Shares6.8K
Event2026-03-31
Filed2026-04-24
ICLO
INVESCO ACTIVELY MANAGED EXC
7.46%
Shares11.0K
Event2026-03-31
Filed2026-04-24
FAF
FIRST AMERN FINL CORP
-19.52%
Shares4.6K
Event2026-03-31
Filed2026-04-24
IWB
ISHARES TR
2.00%
Shares765
Event2026-03-31
Filed2026-04-24
FIXD
FIRST TR EXCHNG TRADED FD VI
-7.96%
Shares6.2K
Event2026-03-31
Filed2026-04-24
CGGR
CAPITAL GROUP GROWTH ETF
0.00%
Shares6.3K
Event2026-03-31
Filed2026-04-24
ASML
ASML HLDG NV
-4.52%
Shares190
Event2026-03-31
Filed2026-04-24
SJNK
SPDR SERIES TRUST
New
Shares10.0K
Event2026-03-31
Filed2026-04-24
TTD
THE TRADE DESK INC
11.24%
Shares10.7K
Event2026-03-31
Filed2026-04-24
ALL
ALLSTATE CORP
0.35%
Shares1.1K
Event2026-03-31
Filed2026-04-24
AXP
AMERICAN EXPRESS CO
-5.17%
Shares771
Event2026-03-31
Filed2026-04-24
FLOT
ISHARES TR
New
Shares4.4K
Event2026-03-31
Filed2026-04-24
TIP
ISHARES TR
-0.15%
Shares2.0K
Event2026-03-31
Filed2026-04-24
USFR
WISDOMTREE TR
-16.08%
Shares4.3K
Event2026-03-31
Filed2026-04-24
PLTR
PALANTIR TECHNOLOGIES INC
18.68%
Shares1.5K
Event2026-03-31
Filed2026-04-24
LOW
LOWES COS INC
1.45%
Shares911
Event2026-03-31
Filed2026-04-24
SUB
ISHARES TR
0.30%
Shares2.0K
Event2026-03-31
Filed2026-04-24
PM
PHILIP MORRIS INTL INC
New
Shares1.3K
Event2026-03-31
Filed2026-04-24
ADSK
AUTODESK INC
0.00%
Shares885
Event2026-03-31
Filed2026-04-24
KO
COCA COLA CO
New
Shares2.8K
Event2026-03-31
Filed2026-04-24
GWW
WW GRAINGER INC
New
Shares192
Event2026-03-31
Filed2026-04-24
DIGITAL BRANDS GROUP INC
DIGITAL BRANDS GROUP INC
157.59%
Shares115.4K
Event2026-03-31
Filed2026-04-24
COF
CAPITAL ONE FINL CORP
-27.81%
Shares1.1K
Event2026-03-31
Filed2026-04-24
BP
BP PLC
New
Shares4.4K
Event2026-03-31
Filed2026-04-24
SKBL
SKYLINE BLDRS GROUP HLDG LTD
New
Shares30.5K
Event2026-03-31
Filed2026-04-24
ACHIEVE LIFE SCIENCE INC
ACHIEVE LIFE SCIENCE INC
0.00%
Shares24.2K
Event2026-03-31
Filed2026-04-24
MPW
MEDICAL PROPERTIES TRUST INC
1.67%
Shares11.5K
Event2026-03-31
Filed2026-04-24

Call Option Holdings
INVESCO QQQ TR Call
INVESCO QQQ TR
0.00%
Shares600
Event2026-03-31
Filed2026-04-24
TSLA Call
TESLA INC
0.00%
Shares300
Event2026-03-31
Filed2026-04-24
SPY Call
STATE STR SPDR S&P 500 ETF T
0.00%
Shares300
Event2026-03-31
Filed2026-04-24

Put Option Holdings
No put option holdings data available