Sponsored
The Analysis of Gould Capital, LLC's Holdings & P&L
Currently, Gould Capital, LLC holds 204 types of securities in its portfolio with a total value $165.3M. In the most recent quarter, they have increased their positions in KMI (+112.1K shares, valued at $3.8M), JPM (+10.2K shares, valued at $3.0M), IEI (+20.4K shares, valued at $2.4M); decreased their positions in OVV (-61.5K shares, valued at $3.7M), SHV (-31.9K shares, valued at $3.5M), TROW (-30.4K shares, valued at $2.7M); initiated new positions in KMI (+112.1K shares, valued at $3.8M), JPM (+10.2K shares, valued at $3.0M), SPDW (+2.7K shares, valued at $123.7K).
1M P&L
+4.2M+2.87%
3M P&L
+6.4M+4.49%
HY P&L
+14.8M+10.90%
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/A76.5M
52.6%
2Consumer Electronics5.4M
3.7%
3Software - Infrastructure5.1M
3.5%
Top Industries by Stock Count
1N/A66 stocks
35.9%
2Software - Infrastructure7 stocks
3.8%
3REIT - Industrial4 stocks
2.2%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
BERKSHIRE HATHAWAY INC DEL CL B NEW BERKSHIRE HATHAWAY INC DEL CL B NEW6.9K shares-2.25%2026-03-312026-05-18
Sponsored
FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF105.4K shares9.27%2026-03-312026-05-18
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
ANNALY CAPITAL MANAGEMENT INC COM NEW ANNALY CAPITAL MANAGEMENT INC COM NEW6.0K shares167.97%2026-03-312026-05-18
SPDW STATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF2.7K sharesnew addition2026-03-312026-05-18
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF500 shares0.00%2026-03-312026-05-18
Sponsored
Sponsored
BITMINE IMMERSION TECHS INC COM NEW BITMINE IMMERSION TECHS INC COM NEW234 shares0.00%2026-03-312026-05-18
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
VEA
7.60%VANGUARD FTSE DEVELOPED MARKETS ETF
Shares258.9K
Event2026-03-31
Filed2026-05-18
IEI
19.24%ISHARES 3-7 YEAR TREASURY BOND ETF
Shares126.5K
Event2026-03-31
Filed2026-05-18
BND
18.73%VANGUARD TOTAL BOND MARKET ETF
Shares201.7K
Event2026-03-31
Filed2026-05-18
BNDX
11.76%VANGUARD TOTAL INTERNATIONAL BOND ETF
Shares173.1K
Event2026-03-31
Filed2026-05-18
VWO
6.46%VANGUARD FTSE EMERGING MARKETS ETF
Shares131.3K
Event2026-03-31
Filed2026-05-18
GLD
-14.32%SPDR GOLD SHARES
Shares12.6K
Event2026-03-31
Filed2026-05-18
AAPL
-1.06%APPLE INC COM
Shares19.7K
Event2026-03-31
Filed2026-05-18
VZ
3.04%VERIZON COMMUNICATIONS INC COM
Shares80.1K
Event2026-03-31
Filed2026-05-18
COST
10.77%COSTCO WHOLESALE CORPORATION COM
Shares4.0K
Event2026-03-31
Filed2026-05-18
MSFT
0.96%MICROSOFT CORP COM
Shares10.2K
Event2026-03-31
Filed2026-05-18
KMI
NewKINDER MORGAN INC DEL COM
Shares112.1K
Event2026-03-31
Filed2026-05-18
MERCK & CO INC COM
-8.31%MERCK & CO INC COM
Shares29.0K
Event2026-03-31
Filed2026-05-18
CAT
-37.66%CATERPILLAR INC COM
Shares4.9K
Event2026-03-31
Filed2026-05-18
KO
-6.26%COCA COLA CO COM
Shares44.3K
Event2026-03-31
Filed2026-05-18
UNP
3.45%UNION PAC CORP COM
Shares13.8K
Event2026-03-31
Filed2026-05-18
BERKSHIRE HATHAWAY INC DEL CL B NEW
-2.25%BERKSHIRE HATHAWAY INC DEL CL B NEW
Shares6.9K
Event2026-03-31
Filed2026-05-18
SBUX
3.74%STARBUCKS CORP COM
Shares36.4K
Event2026-03-31
Filed2026-05-18
FLRN
9.27%STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF
Shares105.4K
Event2026-03-31
Filed2026-05-18
AES
-7.59%AES CORP COM
Shares228.2K
Event2026-03-31
Filed2026-05-18
AFL
-1.66%AFLAC INC COM
Shares29.1K
Event2026-03-31
Filed2026-05-18
PSA
7.20%PUBLIC STORAGE OPER CO COM
Shares11.3K
Event2026-03-31
Filed2026-05-18
JPM
NewJPMORGAN CHASE & CO COM
Shares10.2K
Event2026-03-31
Filed2026-05-18
ALPHABET INC CAP STK CL C
-36.54%ALPHABET INC CAP STK CL C
Shares9.8K
Event2026-03-31
Filed2026-05-18
SPYM
11.19%STATE STREET SPDR PORTFOLIO S&P 500 ETF
Shares31.7K
Event2026-03-31
Filed2026-05-18
NVG
11.45%NUVEEN AMT FREE MUN CR INC FD COM
Shares190.8K
Event2026-03-31
Filed2026-05-18
DELL
9.88%DELL TECHNOLOGIES INC CL C
Shares12.3K
Event2026-03-31
Filed2026-05-18
NVDA
-14.78%NVIDIA CORPORATION COM
Shares11.5K
Event2026-03-31
Filed2026-05-18
DVN
19.50%DEVON ENERGY CORP NEW COM
Shares38.2K
Event2026-03-31
Filed2026-05-18
PWR
-11.50%QUANTA SVCS INC COM
Shares3.4K
Event2026-03-31
Filed2026-05-18
AMZN
6.24%AMAZON COM INC COM
Shares9.1K
Event2026-03-31
Filed2026-05-18
NFLX
17.62%NETFLIX INC. COM
Shares18.1K
Event2026-03-31
Filed2026-05-18
LAM RESEARCH CORP COM NEW
-50.86%LAM RESEARCH CORP COM NEW
Shares7.9K
Event2026-03-31
Filed2026-05-18
GILD
-9.16%GILEAD SCIENCES INC COM
Shares12.2K
Event2026-03-31
Filed2026-05-18
TMUS
79.69%T-MOBILE US INC COM
Shares7.6K
Event2026-03-31
Filed2026-05-18
META
17.01%META PLATFORMS INC CL A
Shares2.6K
Event2026-03-31
Filed2026-05-18
V
12.17%VISA INC COM CL A
Shares4.7K
Event2026-03-31
Filed2026-05-18
RMBS
-14.29%RAMBUS INC DEL COM
Shares15.8K
Event2026-03-31
Filed2026-05-18
APOLLO GLOBAL MGMT INC COM
20.22%APOLLO GLOBAL MGMT INC COM
Shares10.7K
Event2026-03-31
Filed2026-05-18
VEEV
47.04%VEEVA SYS INC CL A COM
Shares6.6K
Event2026-03-31
Filed2026-05-18
RKT
-17.25%ROCKET COS INC COM CL A
Shares78.8K
Event2026-03-31
Filed2026-05-18
IBIT
47.20%ISHARES BITCOIN TRUST ETF
Shares25.8K
Event2026-03-31
Filed2026-05-18
NZF
-4.88%NUVEEN MUN CR INCOME FD COM SH BEN INT
Shares69.6K
Event2026-03-31
Filed2026-05-18
BNDW
7.71%VANGUARD TOTAL WORLD BOND ETF
Shares9.5K
Event2026-03-31
Filed2026-05-18
COLB
-0.10%COLUMBIA BKG SYS INC COM
Shares23.2K
Event2026-03-31
Filed2026-05-18
ISHARES GOLD TRUST
-4.79%ISHARES GOLD TRUST
Shares4.3K
Event2026-03-31
Filed2026-05-18
AOA
-5.05%ISHARES CORE 80/20 AGGRESSIVE ALLOCATION ETF
Shares3.8K
Event2026-03-31
Filed2026-05-18
NAD
-2.33%NUVEEN QUALITY MUNCP INCOME FD COM
Shares28.7K
Event2026-03-31
Filed2026-05-18
VXUS
4.83%VANGUARD TOTAL INTERNATIONAL STOCK ETF
Shares3.9K
Event2026-03-31
Filed2026-05-18
ALPHABET INC CAP STK CL A
-3.93%ALPHABET INC CAP STK CL A
Shares832
Event2026-03-31
Filed2026-05-18
ESGD
1.62%ISHARES ESG AWARE MSCI EAFE ETF
Shares1.9K
Event2026-03-31
Filed2026-05-18
TSLA
13.77%TESLA INC COM
Shares413
Event2026-03-31
Filed2026-05-18
GLDM
40.36%SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST
Shares1.6K
Event2026-03-31
Filed2026-05-18
SHV
-95.92%ISHARES TRUST ISHARES 0-1 YEAR TREASURY BOND ETF
Shares1.4K
Event2026-03-31
Filed2026-05-18
ICLN
-7.61%ISHARES GLOBAL CLEAN ENERGY ETF
Shares8.2K
Event2026-03-31
Filed2026-05-18
ROCKET LAB CORP COM
11.25%ROCKET LAB CORP COM
Shares2.2K
Event2026-03-31
Filed2026-05-18
EAGG
41.25%ISHARES ESG AWARE US AGGREGATE BOND ETF
Shares2.8K
Event2026-03-31
Filed2026-05-18
ANNALY CAPITAL MANAGEMENT INC COM NEW
167.97%ANNALY CAPITAL MANAGEMENT INC COM NEW
Shares6.0K
Event2026-03-31
Filed2026-05-18
VCRM
0.00%VANGUARD CORE TAX-EXEMPT BOND ETF
Shares1.6K
Event2026-03-31
Filed2026-05-18
SPDW
NewSTATE STREET SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF
Shares2.7K
Event2026-03-31
Filed2026-05-18
IBM
0.00%INTERNATIONAL BUSINESS MACHS COM
Shares500
Event2026-03-31
Filed2026-05-18
DHC
0.15%DIVERSIFIED HEALTHCARE TR COM SH BEN INT
Shares17.8K
Event2026-03-31
Filed2026-05-18
BANR
0.00%BANNER CORP COM NEW
Shares1.9K
Event2026-03-31
Filed2026-05-18
SUSB
52.63%ISHARES ESG AWARE 1-5 YEAR USD CORPORATE BOND ETF
Shares4.7K
Event2026-03-31
Filed2026-05-18
MUB
49.65%ISHARES NATIONAL MUNI BOND ETF
Shares1.1K
Event2026-03-31
Filed2026-05-18
ETB
0.43%EATON VANCE TAX MNGED BUY WRIT COM
Shares7.5K
Event2026-03-31
Filed2026-05-18
RIVN
0.00%RIVIAN AUTOMOTIVE INC COM CL A
Shares7.0K
Event2026-03-31
Filed2026-05-18
IWV
0.00%ISHARES RUSSELL 3000 ETF
Shares238
Event2026-03-31
Filed2026-05-18
ESGE
-8.50%ISHARES ESG AWARE MSCI EM ETF
Shares1.8K
Event2026-03-31
Filed2026-05-18
NEE
3.89%NEXTERA ENERGY INC COM
Shares802
Event2026-03-31
Filed2026-05-18
NAT
0.00%NORDIC AMERICAN TANKERS LIMITE COM
Shares12.7K
Event2026-03-31
Filed2026-05-18
QQQM
8.13%INVESCO NASDAQ 100 ETF
Shares306
Event2026-03-31
Filed2026-05-18
MEDP
0.00%MEDPACE HLDGS INC COM
Shares150
Event2026-03-31
Filed2026-05-18
ORCL
0.00%ORACLE CORP COM
Shares480
Event2026-03-31
Filed2026-05-18
MYI
0.00%BLACKROCK MUNIYIELD QUALITY FD COM
Shares6.3K
Event2026-03-31
Filed2026-05-18
SPEM
NewSTATE STREET SPDR PORTFOLIO EMERGING MARKETS ETF
Shares1.3K
Event2026-03-31
Filed2026-05-18
SCHW
0.00%SCHWAB CHARLES CORP COM
Shares600
Event2026-03-31
Filed2026-05-18
ES
0.00%EVERSOURCE ENERGY COM
Shares800
Event2026-03-31
Filed2026-05-18
WY
0.00%WEYERHAEUSER CO COM NEW
Shares2.1K
Event2026-03-31
Filed2026-05-18
SAN
-32.18%BANCO SANTANDER SA ADR
Shares4.5K
Event2026-03-31
Filed2026-05-18
VTES
0.00%VANGUARD SHORT-TERM TAX EXEMPT BOND ETF
Shares500
Event2026-03-31
Filed2026-05-18
OC
87.87%OWENS CORNING NEW COM
Shares449
Event2026-03-31
Filed2026-05-18
GSG
0.00%ISHARES S&P GSCI COMMODITY INDEXED TRUST
Shares1.5K
Event2026-03-31
Filed2026-05-18
BA
0.00%BOEING CO COM
Shares243
Event2026-03-31
Filed2026-05-18
ECL
13.92%ECOLAB INC COM
Shares180
Event2026-03-31
Filed2026-05-18
EAOA
0.00%ISHARES ESG AWARE 80/20 AGGRESSIVE ALLOCATION ETF
Shares1.2K
Event2026-03-31
Filed2026-05-18
A
54.92%AGILENT TECHNOLOGIES INC COM
Shares409
Event2026-03-31
Filed2026-05-18
COIN
0.00%COINBASE GLOBAL INC COM CL A
Shares255
Event2026-03-31
Filed2026-05-18
WMB
0.00%WILLIAMS COS INC COM
Shares600
Event2026-03-31
Filed2026-05-18
AXON
0.00%AXON ENTERPRISE INC COM
Shares100
Event2026-03-31
Filed2026-05-18
ENPH
-21.54%ENPHASE ENERGY INC COM
Shares1.1K
Event2026-03-31
Filed2026-05-18
BROS
0.00%DUTCH BROS INC CL A
Shares806
Event2026-03-31
Filed2026-05-18
CORT
66.67%CORCEPT THERAPEUTICS INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-18
GBCI
0.00%GLACIER BANCORP INC NEW COM
Shares855
Event2026-03-31
Filed2026-05-18
AEHR
0.00%AEHR TEST SYS COM
Shares1.0K
Event2026-03-31
Filed2026-05-18
DGX
10.53%QUEST DIAGNOSTICS INC COM
Shares189
Event2026-03-31
Filed2026-05-18
PFG
NewPRINCIPAL FINANCIAL GROUP INC COM
Shares408
Event2026-03-31
Filed2026-05-18
SOXX
39.24%ISHARES SEMICONDUCTOR ETF
Shares110
Event2026-03-31
Filed2026-05-18
PLD
21.97%PROLOGIS INC. COM
Shares272
Event2026-03-31
Filed2026-05-18
ATAIBECKLEY INC COM SHS
0.00%ATAIBECKLEY INC COM SHS
Shares10.0K
Event2026-03-31
Filed2026-05-18
CL
38.72%COLGATE PALMOLIVE CO COM
Shares412
Event2026-03-31
Filed2026-05-18
CMI
-7.14%CUMMINS INC COM
Shares65
Event2026-03-31
Filed2026-05-18
MU
-77.38%MICRON TECHNOLOGY INC COM
Shares100
Event2026-03-31
Filed2026-05-18
NKE
0.00%NIKE INC CL B
Shares633
Event2026-03-31
Filed2026-05-18
HD
58.73%HOME DEPOT INC COM
Shares100
Event2026-03-31
Filed2026-05-18
AOR
-77.91%ISHARES CORE 60/40 BALANCED ALLOCATION ETF
Shares500
Event2026-03-31
Filed2026-05-18
LULU
NewLULULEMON ATHLETICA INC COM
Shares206
Event2026-03-31
Filed2026-05-18
EFT
1.46%EATON VANCE FLOATING RATE INC COM
Shares2.9K
Event2026-03-31
Filed2026-05-18
INVESCO QQQ TRUST SERIES I
0.00%INVESCO QQQ TRUST SERIES I
Shares51
Event2026-03-31
Filed2026-05-18
FFIV
0.00%F5 INC COM
Shares100
Event2026-03-31
Filed2026-05-18
GNRC
-58.54%GENERAC HLDGS INC COM
Shares148
Event2026-03-31
Filed2026-05-18
PFE
0.00%PFIZER INC COM
Shares1.0K
Event2026-03-31
Filed2026-05-18
COF
50.00%CAPITAL ONE FINL CORP COM
Shares150
Event2026-03-31
Filed2026-05-18
RDDT
0.00%REDDIT INC CL A
Shares200
Event2026-03-31
Filed2026-05-18
JNJ
0.00%JOHNSON & JOHNSON COM
Shares110
Event2026-03-31
Filed2026-05-18
URA
0.00%GLOBAL X URANIUM ETF
Shares535
Event2026-03-31
Filed2026-05-18
SPAB
-30.56%STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETF
Shares1.0K
Event2026-03-31
Filed2026-05-18
UBER
0.00%UBER TECHNOLOGIES INC COM
Shares345
Event2026-03-31
Filed2026-05-18
TGT
0.00%TARGET CORP COM
Shares200
Event2026-03-31
Filed2026-05-18
HON
0.00%HONEYWELL INTL INC COM
Shares100
Event2026-03-31
Filed2026-05-18
SHOP
0.00%SHOPIFY INC CL A SUB VTG SHS
Shares165
Event2026-03-31
Filed2026-05-18
PCAR
0.00%PACCAR INC COM
Shares168
Event2026-03-31
Filed2026-05-18
ABNB
-25.00%AIRBNB INC COM CL A
Shares150
Event2026-03-31
Filed2026-05-18
ACHR
0.00%ARCHER AVIATION INC COM CL A
Shares3.6K
Event2026-03-31
Filed2026-05-18
ALK
0.00%ALASKA AIR GROUP INC COM
Shares470
Event2026-03-31
Filed2026-05-18
CNI
0.00%CANADIAN NATL RY CO COM
Shares160
Event2026-03-31
Filed2026-05-18
INTC
0.00%INTEL CORP COM
Shares350
Event2026-03-31
Filed2026-05-18
DOC
0.00%HEALTHPEAK PROPERTIES INC COM
Shares800
Event2026-03-31
Filed2026-05-18
SPY
0.00%STATE STREET SPDR S&P 500 ETF
Shares20
Event2026-03-31
Filed2026-05-18
PSLV
0.00%SPROTT ASSET MANAGEMENT LP PHYSICAL SILVER
Shares500
Event2026-03-31
Filed2026-05-18
FTNT
0.00%FORTINET INC COM
Shares146
Event2026-03-31
Filed2026-05-18
XOM
0.00%EXXON MOBIL CORP COM
Shares70
Event2026-03-31
Filed2026-05-18
IONQ
0.00%IONQ INC COM
Shares410
Event2026-03-31
Filed2026-05-18
TOST
0.00%TOAST INC CL A
Shares415
Event2026-03-31
Filed2026-05-18
CRWD
0.00%CROWDSTRIKE HLDGS INC CL A
Shares28
Event2026-03-31
Filed2026-05-18
MMM
0.00%3M CO COM
Shares71
Event2026-03-31
Filed2026-05-18
BMY
0.00%BRISTOL-MYERS SQUIBB CO COM
Shares160
Event2026-03-31
Filed2026-05-18
PG
0.00%PROCTER & GAMBLE CO COM
Shares63
Event2026-03-31
Filed2026-05-18
XYZ
0.00%BLOCK INC CL A
Shares150
Event2026-03-31
Filed2026-05-18
ITRI
0.00%ITRON INC COM
Shares100
Event2026-03-31
Filed2026-05-18
BBAI
0.00%BIGBEAR AI HLDGS INC COM
Shares2.5K
Event2026-03-31
Filed2026-05-18
FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF
0.00%FIDELITY ELECTRIC VEHICLES AND FUTURE TRANSPORTATION ETF
Shares500
Event2026-03-31
Filed2026-05-18
UHT
0.00%UNIVERSAL HEALTH RLTY INCOME SH BEN INT
Shares200
Event2026-03-31
Filed2026-05-18
LAC
0.00%LITHIUM AMERS CORP NEW COM SHS
Shares2.0K
Event2026-03-31
Filed2026-05-18
ACWI
0.00%ISHARES MSCI ACWI ETF
Shares53
Event2026-03-31
Filed2026-05-18
CUBE
0.00%CUBESMART COM
Shares200
Event2026-03-31
Filed2026-05-18
EXR
0.00%EXTRA SPACE STORAGE INC COM
Shares55
Event2026-03-31
Filed2026-05-18
UPS
0.00%UNITED PARCEL SVCS INC CL B
Shares70
Event2026-03-31
Filed2026-05-18
PYPL
0.00%PAYPAL HLDGS INC COM
Shares150
Event2026-03-31
Filed2026-05-18
FI
-41.71%FISERV INC COM
Shares116
Event2026-03-31
Filed2026-05-18
VTI
300.00%VANGUARD TOTAL STOCK MARKET ETF
Shares20
Event2026-03-31
Filed2026-05-18
OVV
-99.82%OVINTIV INC COM
Shares108
Event2026-03-31
Filed2026-05-18
VPU
3.23%VANGUARD UTILITIES ETF
Shares32
Event2026-03-31
Filed2026-05-18
PDT
0.00%HANCOCK JOHN PREM DIVID FD COM SH BEN INT
Shares449
Event2026-03-31
Filed2026-05-18
SMH
0.00%VANECK SEMICONDUCTOR ETF
Shares15
Event2026-03-31
Filed2026-05-18
WM
0.00%WASTE MGMT INC DEL COM
Shares25
Event2026-03-31
Filed2026-05-18
DIS
-27.50%DISNEY WALT CO COM
Shares58
Event2026-03-31
Filed2026-05-18
ONON
0.00%ON HLDG AG NAMEN AKT A
Shares150
Event2026-03-31
Filed2026-05-18
BITMINE IMMERSION TECHS INC COM NEW
0.00%BITMINE IMMERSION TECHS INC COM NEW
Shares234
Event2026-03-31
Filed2026-05-18
IHAK
-19.38%ISHARES CYBERSECURITY & TECH ETF
Shares104
Event2026-03-31
Filed2026-05-18
AAAU
0.00%GOLDMAN SACHS PHYSICAL GOLD ETF
Shares98
Event2026-03-31
Filed2026-05-18
TROW
-99.86%PRICE T ROWE GROUP INC COM
Shares43
Event2026-03-31
Filed2026-05-18
F
0.00%FORD MTR CO COM
Shares329
Event2026-03-31
Filed2026-05-18
VTHR
0.00%VANGUARD RUSSELL 3000 ETF
Shares13
Event2026-03-31
Filed2026-05-18
VANGUARD S&P 500 ETF
0.00%VANGUARD S&P 500 ETF
Shares6
Event2026-03-31
Filed2026-05-18
MQY
NewBLACKROCK MUNIYILD QULT FD INC COM
Shares308
Event2026-03-31
Filed2026-05-18
CRSP
0.00%CRISPR THERAPEUTICS AG NAMEN AKT
Shares70
Event2026-03-31
Filed2026-05-18
HYT
0.00%BLACKROCK CORPOR HI YLD FD INC COM
Shares307
Event2026-03-31
Filed2026-05-18
SONY
0.00%SONY GROUP CORP SPONSORED ADR
Shares125
Event2026-03-31
Filed2026-05-18
PPT
0.00%PUTNAM PREMIER INCOME TR SH BEN INT
Shares708
Event2026-03-31
Filed2026-05-18
SABA
0.00%SABA CAPITAL INCOME & OPPORTUN COM NEW
Shares300
Event2026-03-31
Filed2026-05-18
AGG
0.00%ISHARES CORE U.S. AGGREGATE BOND ETF
Shares25
Event2026-03-31
Filed2026-05-18
OKLO
NewOKLO INC COM CL A
Shares50
Event2026-03-31
Filed2026-05-18
JOBY
NewJOBY AVIATION INC COMMON STOCK
Shares300
Event2026-03-31
Filed2026-05-18
HDV
0.00%ISHARES CORE HIGH DIVIDEND ETF
Shares18
Event2026-03-31
Filed2026-05-18
VIV
0.00%TELEFONICA BRASIL SA SPONSORED ADS
Shares150
Event2026-03-31
Filed2026-05-18
SFL
0.00%SFL CORPORATION LTD SHS
Shares200
Event2026-03-31
Filed2026-05-18
XRAY
0.00%DENTSPLY SIRONA INC COM
Shares181
Event2026-03-31
Filed2026-05-18
CHD
0.00%CHURCH & DWIGHT CO INC COM
Shares20
Event2026-03-31
Filed2026-05-18
GLV
0.00%CLOUGH GLOBAL DIVID & INCOME F COM
Shares300
Event2026-03-31
Filed2026-05-18
GE AEROSPACE COM NEW
0.00%GE AEROSPACE COM NEW
Shares6
Event2026-03-31
Filed2026-05-18
VOX
0.00%VANGUARD COMMUNICATION SERVICES ETF
Shares9
Event2026-03-31
Filed2026-05-18
VYMI
0.00%VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD ETF
Shares16
Event2026-03-31
Filed2026-05-18
TAK
0.00%TAKEDA PHARMACEUTICAL CO LTD SPONSORED ADS
Shares70
Event2026-03-31
Filed2026-05-18
SLX
0.00%VANECK STEEL ETF
Shares14
Event2026-03-31
Filed2026-05-18
IJH
0.00%ISHARES CORE S&P MID-CAP ETF
Shares16
Event2026-03-31
Filed2026-05-18
VIG
0.00%VANGUARD DIVIDEND APPRECIATION ETF
Shares5
Event2026-03-31
Filed2026-05-18
FOX
0.00%FOX CORP CL B COM
Shares20
Event2026-03-31
Filed2026-05-18
VOT
0.00%VANGUARD MID-CAP GROWTH ETF
Shares4
Event2026-03-31
Filed2026-05-18
VBIL
0.00%VANGUARD 0-3 MONTH TREASURY BILL ETF
Shares13
Event2026-03-31
Filed2026-05-18
VNQ
0.00%VANGUARD REAL ESTATE ETF
Shares11
Event2026-03-31
Filed2026-05-18
PRTA
0.00%PROTHENA CORP PLC SHS
Shares100
Event2026-03-31
Filed2026-05-18
DIA
0.00%STATE STREET SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST
Shares2
Event2026-03-31
Filed2026-05-18
IBRX
0.00%IMMUNITYBIO INC COM
Shares117
Event2026-03-31
Filed2026-05-18
GEV
0.00%GE VERNOVA INC COM
Shares1
Event2026-03-31
Filed2026-05-18
EBS
0.00%EMERGENT BIOSOLUTIONS INC COM
Shares100
Event2026-03-31
Filed2026-05-18
IYH
0.00%ISHARES U.S. HEALTHCARE ETF
Shares12
Event2026-03-31
Filed2026-05-18
SLV
NewISHARES SILVER TRUST
Shares8
Event2026-03-31
Filed2026-05-18
AIPO
NewDEFIANCE AI & POWER INFRASTRUCTURE ETF
Shares20
Event2026-03-31
Filed2026-05-18
SPOT
0.00%SPOTIFY TECHNOLOGY S A SHS
Shares1
Event2026-03-31
Filed2026-05-18
BITU
NewPROSHARES ULTRA BITCOIN ETF
Shares40
Event2026-03-31
Filed2026-05-18
CROX
0.00%CROCS INC COM
Shares3
Event2026-03-31
Filed2026-05-18
GEHC
0.00%GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK
Shares2
Event2026-03-31
Filed2026-05-18
LUCID GROUP INC COM NEW
0.00%LUCID GROUP INC COM NEW
Shares7
Event2026-03-31
Filed2026-05-18
IP STRATEGY HOLDINGS INC COM
NewIP STRATEGY HOLDINGS INC COM
Shares22
Event2026-03-31
Filed2026-05-18
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available