Sponsored

The Analysis of Granite FO LLC's Holdings & P&L

Currently, Granite FO LLC holds 170 types of securities in its portfolio with a total value $169.0M. In the most recent quarter, they have increased their positions in MDY (+410 shares, valued at $252.9K), IJR (+915 shares, valued at $113.7K), N/A (+985 shares, valued at $109.7K); decreased their positions in MU (-21.9K shares, valued at $7.4M), USMV (-9.3K shares, valued at $860.5K), DVY (-5.3K shares, valued at $810.0K).

1M P&L

+10.9M+6.67%

3M P&L

+8.6M+5.20%

HY P&L

+16.9M+10.72%

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/A123.9M

80.3%

2Asset Management11.2M

7.3%

3Semiconductors7.7M

5.0%

Top Industries by Stock Count

1N/A39 stocks

26.0%

2Asset Management8 stocks

5.3%

3Software - Application6 stocks

4.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY TATE STR SPDR S&P 500 ETF T51.6K shares0.17%2026-03-312026-04-10

VIG VANGUARD SPECIALIZED FUNDS121.3K shares-1.47%2026-03-312026-04-10

BRK.A BERKSHIRE HATHAWAY INC DEL33 shares0.00%2026-03-312026-04-10

VYM VANGUARD WHITEHALL FDS72.5K shares-3.87%2026-03-312026-04-10

MDY STATE STR SPDR S&P MIDCAP 4017.0K shares2.47%2026-03-312026-04-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL20.3K shares0.00%2026-03-312026-04-10

MU MICRON TECHNOLOGY INC21.8K shares-50.00%2026-03-312026-04-10

GBDC GOLUB CAP BDC INC376.3K shares-6.04%2026-03-312026-04-10

Sponsored

IJR ISHARES TR32.6K shares2.89%2026-03-312026-04-10

DVY ISHARES TR23.2K shares-18.71%2026-03-312026-04-10

OWL BLUE OWL CAPITAL INC289.6K shares1.10%2026-03-312026-04-10

AAPL APPLE INC8.9K shares0.00%2026-03-312026-04-10

VOE VANGUARD INDEX FDS12.0K shares-3.81%2026-03-312026-04-10

ARCC ARES CAPITAL CORP118.3K shares-20.76%2026-03-312026-04-10

IVV ISHARES TR3.2K shares-7.41%2026-03-312026-04-10

VANGUARD INDEX FDS VANGUARD INDEX FDS3.3K shares-1.63%2026-03-312026-04-10

Sponsored

AMZN AMAZON COM INC8.8K shares-23.56%2026-03-312026-04-10

LPHABET INC LPHABET INC5.7K shares0.00%2026-03-312026-04-10

GLD SPDR GOLD TR2.8K shares0.00%2026-03-312026-04-10

MSFT MICROSOFT CORP3.2K shares0.00%2026-03-312026-04-10

XLF SELECT SECTOR SPDR TR19.3K shares-3.81%2026-03-312026-04-10

XLE SELECT SECTOR SPDR TR15.1K shares0.00%2026-03-312026-04-10

LLY ELI LILLY & CO1.0K shares0.00%2026-03-312026-04-10

ARES ARES MANAGEMENT CORPORATION7.7K shares0.00%2026-03-312026-04-10

Sponsored

OBDC BLUE OWL CAPITAL CORPORATION67.3K shares0.00%2026-03-312026-04-10

USMV ISHARES TR6.5K shares-58.65%2026-03-312026-04-10

PFE PFIZER INC21.3K shares0.00%2026-03-312026-04-10

ALPHABET INC ALPHABET INC1.9K shares0.00%2026-03-312026-04-10

WMT WALMART INC4.3K shares0.00%2026-03-312026-04-10

CAT CATERPILLAR INC685 shares0.00%2026-03-312026-04-10

JPM JPMORGAN CHASE & CO1.6K shares0.00%2026-03-312026-04-10

VUG VANGUARD INDEX FDS1.0K shares0.00%2026-03-312026-04-10

Sponsored

VGK VANGUARD INTL EQUITY INDEX F5.4K shares0.00%2026-03-312026-04-10

VO VANGUARD INDEX FDS1.4K shares0.00%2026-03-312026-04-10

DIA TATE STR SPDR DOW JONES IND855 shares0.00%2026-03-312026-04-10

JNJ JOHNSON & JOHNSON1.4K shares0.00%2026-03-312026-04-10

PM HILIP MORRIS INTL INC1.7K shares0.00%2026-03-312026-04-10

VTV VANGUARD INDEX FDS1.2K shares0.00%2026-03-312026-04-10

INTC INTEL CORP5.3K shares0.00%2026-03-312026-04-10

VBR VANGUARD INDEX FDS1.1K shares-62.79%2026-03-312026-04-10

Sponsored

IWV ISHARES TR612 shares0.00%2026-03-312026-04-10

ISHARES GOLD TR ISHARES GOLD TR2.6K shares0.00%2026-03-312026-04-10

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC1.9K shares103.68%2026-03-312026-04-10

MMC MARSH & MCLENNAN COS INC1.2K shares0.00%2026-03-312026-04-10

BSV VANGUARD BD INDEX FDS2.6K shares0.00%2026-03-312026-04-10

XBI SPDR SERIES TRUST1.6K shares0.00%2026-03-312026-04-10

IWD ISHARES TR915 shares0.22%2026-03-312026-04-10

UBSI NITED BANKSHARES INC WEST V4.6K shares0.00%2026-03-312026-04-10

Sponsored

KKR & CO INC KKR & CO INC2.0K shares0.00%2026-03-312026-04-10

WM WASTE MGMT INC DEL770 shares0.00%2026-03-312026-04-10

BA BOEING CO874 shares0.00%2026-03-312026-04-10

PG PROCTER & GAMBLE CO1.2K shares0.00%2026-03-312026-04-10

UPS UNITED PARCEL SVCS INC1.3K shares0.00%2026-03-312026-04-10

JOE ST JOE CO2.0K shares0.00%2026-03-312026-04-10

BABA ALIBABA GROUP HLDG LTD976 shares0.00%2026-03-312026-04-10

GE AEROSPACE GE AEROSPACE421 shares0.00%2026-03-312026-04-10

Sponsored

DXJ WISDOMTREE TR700 shares0.00%2026-03-312026-04-10

KTOS KRATOS DEFENSE & SEC SOLUTIO1.5K shares0.00%2026-03-312026-04-10

IBM INTERNATIONAL BUSINESS MACHS428 shares0.00%2026-03-312026-04-10

RPM RPM INTL INC1.0K shares0.00%2026-03-312026-04-10

GEV GE VERNOVA INC104 shares0.00%2026-03-312026-04-10

AGG ISHARES TR903 shares0.00%2026-03-312026-04-10

ACWI ISHARES TR648 shares-49.96%2026-03-312026-04-10

DBC INVESCO DB COMMDY INDX TRCK3.1K shares0.00%2026-03-312026-04-10

Sponsored

MO ALTRIA GROUP INC1.3K shares0.00%2026-03-312026-04-10

VB VANGUARD INDEX FDS328 shares0.00%2026-03-312026-04-10

CB CHUBB LTD SWITZ260 shares0.00%2026-03-312026-04-10

XLI SELECT SECTOR SPDR TR500 shares0.00%2026-03-312026-04-10

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY1.0K shares0.00%2026-03-312026-04-10

UBER BER TECHNOLOGIES INC1.1K shares0.00%2026-03-312026-04-10

VV ANGUARD INDEX FDS243 shares0.00%2026-03-312026-04-10

ALTI ALTI GLOBAL INC19.4K shares0.00%2026-03-312026-04-10

Sponsored

QCOM QUALCOMM INC533 shares0.00%2026-03-312026-04-10

NVDA NVIDIA CORPORATION350 shares0.00%2026-03-312026-04-10

TKO TKO GROUP HOLDINGS INC293 shares0.00%2026-03-312026-04-10

CITIGROUP INC CITIGROUP INC434 shares0.00%2026-03-312026-04-10

XOM EXXON MOBIL CORP278 shares0.00%2026-03-312026-04-10

MERCK & CO INC MERCK & CO INC347 shares0.00%2026-03-312026-04-10

IWM ISHARES TR157 shares34.19%2026-03-312026-04-10

BAC BANK AMERICA CORP772 shares0.00%2026-03-312026-04-10

Sponsored

SLV ISHARES SILVER TR500 shares-47.37%2026-03-312026-04-10

AXP AMERICAN EXPRESS CO104 shares0.00%2026-03-312026-04-10

AIG AMERICAN INTL GROUP INC385 shares0.00%2026-03-312026-04-10

IYR ISHARES TR300 shares0.00%2026-03-312026-04-10

BSX BOSTON SCIENTIFIC CORP400 shares0.00%2026-03-312026-04-10

EFA ISHARES TR252 shares0.00%2026-03-312026-04-10

DIS DISNEY WALT CO242 shares0.00%2026-03-312026-04-10

NVO NOVO-NORDISK A S590 shares0.00%2026-03-312026-04-10

Sponsored

T AT&T INC746 shares0.00%2026-03-312026-04-10

IEI ISHARES TR133 shares0.00%2026-03-312026-04-10

TSLA TESLA INC37 shares0.00%2026-03-312026-04-10

KMB KIMBERLY-CLARK CORP126 shares0.00%2026-03-312026-04-10

META META PLATFORMS INC18 shares0.00%2026-03-312026-04-10

NFLX NETFLIX INC.100 shares0.00%2026-03-312026-04-10

WFC ELLS FARGO & CO108 shares0.00%2026-03-312026-04-10

PH PARKER-HANNIFIN CORP9 shares0.00%2026-03-312026-04-10

Sponsored

EEM ISHARES TR138 shares0.00%2026-03-312026-04-10

ABT ABBOTT LABORATORIES75 shares0.00%2026-03-312026-04-10

V VISA INC23 shares0.00%2026-03-312026-04-10

UKE ENERGY CORP NEW UKE ENERGY CORP NEW50 shares0.00%2026-03-312026-04-10

ORCL ORACLE CORP42 shares0.00%2026-03-312026-04-10

LMT LOCKHEED MARTIN CORP10 shares0.00%2026-03-312026-04-10

ADSK AUTODESK INC25 shares0.00%2026-03-312026-04-10

CTVA CORTEVA INC66 shares0.00%2026-03-312026-04-10

Sponsored

XLRE SELECT SECTOR SPDR TR125 shares0.00%2026-03-312026-04-10

WBD WARNER BROS DISCOVERY INC178 shares0.00%2026-03-312026-04-10

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP499 shares0.00%2026-03-312026-04-10

ATO ATMOS ENERGY CORP23 shares0.00%2026-03-312026-04-10

MNST MONSTER BEVERAGE CORP NEW56 shares0.00%2026-03-312026-04-10

COF CAPITAL ONE FINL CORP22 shares0.00%2026-03-312026-04-10

AMP AMERIPRISE FINL INC9 shares0.00%2026-03-312026-04-10

SHOP SHOPIFY INC33 shares0.00%2026-03-312026-04-10

Sponsored

VWOB VANGUARD WHITEHALL FDS58 shares0.00%2026-03-312026-04-10

TOTALENERGIES SE TOTALENERGIES SE39 shares0.00%2026-03-312026-04-10

VRTX VERTEX PHARMACEUTICALS INC8 shares0.00%2026-03-312026-04-10

BAX BAXTER INTL INC211 shares0.00%2026-03-312026-04-10

MLM MARTIN MARIETTA MATLS INC6 shares0.00%2026-03-312026-04-10

AMGN AMGEN INC10 shares0.00%2026-03-312026-04-10

KO COCA COLA CO44 shares0.00%2026-03-312026-04-10

USB US BANCORP64 shares0.00%2026-03-312026-04-10

Sponsored

SONY SONY GROUP CORP160 shares0.00%2026-03-312026-04-10

CTRA COTERRA ENERGY INC92 shares0.00%2026-03-312026-04-10

ECL ECOLAB INC12 shares0.00%2026-03-312026-04-10

MUFG MITSUBISHI UFJ FINANCIAL GRO186 shares0.00%2026-03-312026-04-10

XEL CEL ENERGY INC39 shares0.00%2026-03-312026-04-10

GENERAL DYNAMICS CORP GENERAL DYNAMICS CORP9 shares0.00%2026-03-312026-04-10

TDY TELEDYNE TECHNOLOGIES INC5 shares0.00%2026-03-312026-04-10

PNC PNC FINL SVCS GROUP INC14 shares0.00%2026-03-312026-04-10

Sponsored

WF WOORI FINL GROUP INC43 shares0.00%2026-03-312026-04-10

XYL XYLEM INC23 shares0.00%2026-03-312026-04-10

HON HONEYWELL INTL INC12 shares0.00%2026-03-312026-04-10

CRM SALESFORCE INC14 shares0.00%2026-03-312026-04-10

MCHP ICROCHIP TECHNOLOGY INC.39 shares0.00%2026-03-312026-04-10

AWK AMERICAN WTR WKS CO INC NEW18 shares0.00%2026-03-312026-04-10

LOW LOWES COS INC10 shares0.00%2026-03-312026-04-10

OSK OSHKOSH CORP16 shares0.00%2026-03-312026-04-10

Sponsored

ALC ALCON AG31 shares0.00%2026-03-312026-04-10

CFR CULLEN FROST BANKERS INC17 shares0.00%2026-03-312026-04-10

REGN REGENERON PHARMACEUTICALS3 shares0.00%2026-03-312026-04-10

LEN LENNAR CORP25 shares0.00%2026-03-312026-04-10

NVS NOVARTIS AG14 shares0.00%2026-03-312026-04-10

DHR DANAHER CORP DEL11 shares0.00%2026-03-312026-04-10

BLACKSTONE INC BLACKSTONE INC18 shares0.00%2026-03-312026-04-10

SBUX STARBUCKS CORP23 shares0.00%2026-03-312026-04-10

Sponsored

EXPD EXPEDITORS INTL WASH INC14 shares0.00%2026-03-312026-04-10

ELS EQUITY LIFESTYLE PROPERTIES32 shares0.00%2026-03-312026-04-10

MEDTRONIC PLC MEDTRONIC PLC23 shares0.00%2026-03-312026-04-10

ISRG INTUITIVE SURGICAL INC4 shares0.00%2026-03-312026-04-10

ADBE ADOBE INC7 shares0.00%2026-03-312026-04-10

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F24 shares0.00%2026-03-312026-04-10

SEIC SEI INVTS CO21 shares0.00%2026-03-312026-04-10

YUM UM BRANDS INC10 shares0.00%2026-03-312026-04-10

Sponsored

TMO THERMO FISHER SCIENTIFIC INC3 shares0.00%2026-03-312026-04-10

ILMN ILLUMINA INC11 shares0.00%2026-03-312026-04-10

CBSH COMMERCE BANCSHARES INC26 shares0.00%2026-03-312026-04-10

STZ CONSTELLATION BRANDS INC8 shares0.00%2026-03-312026-04-10

SNPS SYNOPSYS INC3 shares0.00%2026-03-312026-04-10

DE DEERE & CO2 shares0.00%2026-03-312026-04-10

GEHC GE HEALTHCARE TECHNOLOGIES I15 shares0.00%2026-03-312026-04-10

XYZ BLOCK INC17 shares0.00%2026-03-312026-04-10

Sponsored

J P MORGAN EXCHANGE TRADED F J P MORGAN EXCHANGE TRADED F10 shares0.00%2026-03-312026-04-10

NKE NIKE INC17 shares0.00%2026-03-312026-04-10

FDS FACTSET RESH SYS INC4 shares0.00%2026-03-312026-04-10

PYPL PAYPAL HLDGS INC16 shares0.00%2026-03-312026-04-10

BBAX J P MORGAN EXCHANGE TRADED F12 shares0.00%2026-03-312026-04-10

WDAY WORKDAY INC5 shares0.00%2026-03-312026-04-10

YUMC YUM CHINA HLDGS INC11 shares0.00%2026-03-312026-04-10

MRP MILLROSE PPTYS INC12 shares0.00%2026-03-312026-04-10

Sponsored

SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC3 shares0.00%2026-03-312026-04-10

GRAL GRAIL INC1 shares0.00%2026-03-312026-04-10

SPY

TATE STR SPDR S&P 500 ETF T

0.17%

Shares51.6K

Event2026-03-31

Filed2026-04-10

VIG

VANGUARD SPECIALIZED FUNDS

-1.47%

Shares121.3K

Event2026-03-31

Filed2026-04-10

BRK.A

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares33

Event2026-03-31

Filed2026-04-10

VYM

VANGUARD WHITEHALL FDS

-3.87%

Shares72.5K

Event2026-03-31

Filed2026-04-10

MDY

STATE STR SPDR S&P MIDCAP 40

2.47%

Shares17.0K

Event2026-03-31

Filed2026-04-10

BERKSHIRE HATHAWAY INC DEL

0.00%

Shares20.3K

Event2026-03-31

Filed2026-04-10

MICRON TECHNOLOGY INC

-50.00%

Shares21.8K

Event2026-03-31

Filed2026-04-10

GBDC

GOLUB CAP BDC INC

-6.04%

Shares376.3K

Event2026-03-31

Filed2026-04-10

IJR

ISHARES TR

2.89%

Shares32.6K

Event2026-03-31

Filed2026-04-10

DVY

ISHARES TR

-18.71%

Shares23.2K

Event2026-03-31

Filed2026-04-10

OWL

BLUE OWL CAPITAL INC

1.10%

Shares289.6K

Event2026-03-31

Filed2026-04-10

AAPL

APPLE INC

0.00%

Shares8.9K

Event2026-03-31

Filed2026-04-10

VOE

VANGUARD INDEX FDS

-3.81%

Shares12.0K

Event2026-03-31

Filed2026-04-10

ARCC

ARES CAPITAL CORP

-20.76%

Shares118.3K

Event2026-03-31

Filed2026-04-10

IVV

ISHARES TR

-7.41%

Shares3.2K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

-1.63%

Shares3.3K

Event2026-03-31

Filed2026-04-10

AMZN

AMAZON COM INC

-23.56%

Shares8.8K

Event2026-03-31

Filed2026-04-10

LPHABET INC

0.00%

Shares5.7K

Event2026-03-31

Filed2026-04-10

GLD

SPDR GOLD TR

0.00%

Shares2.8K

Event2026-03-31

Filed2026-04-10

MSFT

MICROSOFT CORP

0.00%

Shares3.2K

Event2026-03-31

Filed2026-04-10

XLF

SELECT SECTOR SPDR TR

-3.81%

Shares19.3K

Event2026-03-31

Filed2026-04-10

XLE

SELECT SECTOR SPDR TR

0.00%

Shares15.1K

Event2026-03-31

Filed2026-04-10

LLY

ELI LILLY & CO

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

ARES

ARES MANAGEMENT CORPORATION

0.00%

Shares7.7K

Event2026-03-31

Filed2026-04-10

OBDC

BLUE OWL CAPITAL CORPORATION

0.00%

Shares67.3K

Event2026-03-31

Filed2026-04-10

USMV

ISHARES TR

-58.65%

Shares6.5K

Event2026-03-31

Filed2026-04-10

PFE

PFIZER INC

0.00%

Shares21.3K

Event2026-03-31

Filed2026-04-10

ALPHABET INC

0.00%

Shares1.9K

Event2026-03-31

Filed2026-04-10

WMT

WALMART INC

0.00%

Shares4.3K

Event2026-03-31

Filed2026-04-10

CAT

CATERPILLAR INC

0.00%

Shares685

Event2026-03-31

Filed2026-04-10

JPM

JPMORGAN CHASE & CO

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-10

VUG

VANGUARD INDEX FDS

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

VGK

VANGUARD INTL EQUITY INDEX F

0.00%

Shares5.4K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

DIA

TATE STR SPDR DOW JONES IND

0.00%

Shares855

Event2026-03-31

Filed2026-04-10

JNJ

JOHNSON & JOHNSON

0.00%

Shares1.4K

Event2026-03-31

Filed2026-04-10

HILIP MORRIS INTL INC

0.00%

Shares1.7K

Event2026-03-31

Filed2026-04-10

VTV

VANGUARD INDEX FDS

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

INTC

INTEL CORP

0.00%

Shares5.3K

Event2026-03-31

Filed2026-04-10

VBR

VANGUARD INDEX FDS

-62.79%

Shares1.1K

Event2026-03-31

Filed2026-04-10

IWV

ISHARES TR

0.00%

Shares612

Event2026-03-31

Filed2026-04-10

ISHARES GOLD TR

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-10

APOLLO GLOBAL MGMT INC

103.68%

Shares1.9K

Event2026-03-31

Filed2026-04-10

MMC

MARSH & MCLENNAN COS INC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

BSV

VANGUARD BD INDEX FDS

0.00%

Shares2.6K

Event2026-03-31

Filed2026-04-10

XBI

SPDR SERIES TRUST

0.00%

Shares1.6K

Event2026-03-31

Filed2026-04-10

IWD

ISHARES TR

0.22%

Shares915

Event2026-03-31

Filed2026-04-10

UBSI

NITED BANKSHARES INC WEST V

0.00%

Shares4.6K

Event2026-03-31

Filed2026-04-10

KKR & CO INC

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-10

WASTE MGMT INC DEL

0.00%

Shares770

Event2026-03-31

Filed2026-04-10

BOEING CO

0.00%

Shares874

Event2026-03-31

Filed2026-04-10

PROCTER & GAMBLE CO

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-10

UPS

UNITED PARCEL SVCS INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-10

JOE

ST JOE CO

0.00%

Shares2.0K

Event2026-03-31

Filed2026-04-10

BABA

ALIBABA GROUP HLDG LTD

0.00%

Shares976

Event2026-03-31

Filed2026-04-10

GE AEROSPACE

0.00%

Shares421

Event2026-03-31

Filed2026-04-10

DXJ

WISDOMTREE TR

0.00%

Shares700

Event2026-03-31

Filed2026-04-10

KTOS

KRATOS DEFENSE & SEC SOLUTIO

0.00%

Shares1.5K

Event2026-03-31

Filed2026-04-10

IBM

INTERNATIONAL BUSINESS MACHS

0.00%

Shares428

Event2026-03-31

Filed2026-04-10

RPM

RPM INTL INC

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

GEV

GE VERNOVA INC

0.00%

Shares104

Event2026-03-31

Filed2026-04-10

AGG

ISHARES TR

0.00%

Shares903

Event2026-03-31

Filed2026-04-10

ACWI

ISHARES TR

-49.96%

Shares648

Event2026-03-31

Filed2026-04-10

DBC

INVESCO DB COMMDY INDX TRCK

0.00%

Shares3.1K

Event2026-03-31

Filed2026-04-10

ALTRIA GROUP INC

0.00%

Shares1.3K

Event2026-03-31

Filed2026-04-10

VANGUARD INDEX FDS

0.00%

Shares328

Event2026-03-31

Filed2026-04-10

CHUBB LTD SWITZ

0.00%

Shares260

Event2026-03-31

Filed2026-04-10

XLI

SELECT SECTOR SPDR TR

0.00%

Shares500

Event2026-03-31

Filed2026-04-10

CANADIAN PACIFIC KANSAS CITY

0.00%

Shares1.0K

Event2026-03-31

Filed2026-04-10

UBER

BER TECHNOLOGIES INC

0.00%

Shares1.1K

Event2026-03-31

Filed2026-04-10

ANGUARD INDEX FDS

0.00%

Shares243

Event2026-03-31

Filed2026-04-10

ALTI

ALTI GLOBAL INC

0.00%

Shares19.4K

Event2026-03-31

Filed2026-04-10

QCOM

QUALCOMM INC

0.00%

Shares533

Event2026-03-31

Filed2026-04-10

NVDA

NVIDIA CORPORATION

0.00%

Shares350

Event2026-03-31

Filed2026-04-10

TKO

TKO GROUP HOLDINGS INC

0.00%

Shares293

Event2026-03-31

Filed2026-04-10

CITIGROUP INC

0.00%

Shares434

Event2026-03-31

Filed2026-04-10

XOM

EXXON MOBIL CORP

0.00%

Shares278

Event2026-03-31

Filed2026-04-10

MERCK & CO INC

0.00%

Shares347

Event2026-03-31

Filed2026-04-10

IWM

ISHARES TR

34.19%

Shares157

Event2026-03-31

Filed2026-04-10

BAC

BANK AMERICA CORP

0.00%

Shares772

Event2026-03-31

Filed2026-04-10

SLV

ISHARES SILVER TR

-47.37%

Shares500

Event2026-03-31

Filed2026-04-10

AXP

AMERICAN EXPRESS CO

0.00%

Shares104

Event2026-03-31

Filed2026-04-10

AIG

AMERICAN INTL GROUP INC

0.00%

Shares385

Event2026-03-31

Filed2026-04-10

IYR

ISHARES TR

0.00%

Shares300

Event2026-03-31

Filed2026-04-10

BSX

BOSTON SCIENTIFIC CORP

0.00%

Shares400

Event2026-03-31

Filed2026-04-10

EFA

ISHARES TR

0.00%

Shares252

Event2026-03-31

Filed2026-04-10

DIS

DISNEY WALT CO

0.00%

Shares242

Event2026-03-31

Filed2026-04-10

NVO

NOVO-NORDISK A S

0.00%

Shares590

Event2026-03-31

Filed2026-04-10

AT&T INC

0.00%

Shares746

Event2026-03-31

Filed2026-04-10

IEI

ISHARES TR

0.00%

Shares133

Event2026-03-31

Filed2026-04-10

TSLA

TESLA INC

0.00%

Shares37

Event2026-03-31

Filed2026-04-10

KMB

KIMBERLY-CLARK CORP

0.00%

Shares126

Event2026-03-31

Filed2026-04-10