Sponsored

The Analysis of Greenwich Wealth Management LLC's Holdings & P&L

Currently, Greenwich Wealth Management LLC holds 307 types of securities in its portfolio with a total value $2.4M. In the most recent quarter, they have increased their positions in FUTU (+718.5K shares, valued at $98.3K), HOOD (+1.1M shares, valued at $75.9K), SPY (+100.4K shares, valued at $65.3K); decreased their positions in TSLA (-50.1K shares, valued at $18.6K), GS (-18.0K shares, valued at $15.2K), SCHW (-47.9K shares, valued at $4.5K); initiated new positions in THM (+10.0M shares, valued at $23.0K), STIP (+95.9K shares, valued at $9.9K), MP (+150.1K shares, valued at $7.2K).

1M P&L

+78.2M+3.63%

3M P&L

+130.2M+6.19%

HY P&L

+223.8M+11.14%

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

1Capital Markets793.0K

37.6%

2N/A515.7K

24.4%

3Broadcasting176.2K

8.3%

Top Industries by Stock Count

1N/A85 stocks

32.7%

2Capital Markets10 stocks

3.8%

3Drug Manufacturers - General9 stocks

3.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IBKR INTERACTIVE BROKERS GROUP IN COM9.9M shares8.04%2026-03-312026-05-12

SPY SPDR S&P 500 ETF TR TR345.2K shares40.98%2026-03-312026-05-12

FUTU FUTU HLDGS LTD1.2M shares141.58%2026-03-312026-05-12

NMAX NEWSMAX INC22.8M shares0.00%2026-03-312026-05-12

HOOD ROBINHOOD MKTS INC COM1.1M shares2238.87%2026-03-312026-05-12

ALPHABET INC CAP STK ALPHABET INC CAP STK142.4K shares-0.08%2026-03-312026-05-12

AAPL APPLE INC154.2K shares-0.54%2026-03-312026-05-12

PIPR PIPER JAFFRAY COS416.8K shares299.97%2026-03-312026-05-12

Sponsored

INVESCO QQQ TR INVESCO QQQ TR54.5K shares-2.00%2026-03-312026-05-12

GBTC GRAYSCALE BITCOIN TR BTC634.0K shares-0.16%2026-03-312026-05-12

SLV ISHARES SILVER TRUST441.0K shares-0.40%2026-03-312026-05-12

ORCL ORACLE CORP186.9K shares0.00%2026-03-312026-05-12

SCHW SCHWAB CHARLES CORP NEW280.4K shares-14.58%2026-03-312026-05-12

CCJ CAMECO CORP237.4K shares0.13%2026-03-312026-05-12

WYNN WYNN RESORTS LTD250.1K shares0.00%2026-03-312026-05-12

GLD SPDR GOLD TR GOLD56.6K shares0.26%2026-03-312026-05-12

Sponsored

NVDA NVIDIA CORP135.3K shares-0.13%2026-03-312026-05-12

PLTR PALANTIR TECHNOLOGIES INC160.4K shares-1.46%2026-03-312026-05-12

THM INTERNATIONAL TOWER HILL MIN10.0M sharesnew addition2026-03-312026-05-12

JSI JANUS DETROIT STR TR441.4K shares1.55%2026-03-312026-05-12

MSFT MICROSOFT CORP56.4K shares1.88%2026-03-312026-05-12

PYPL PAYPAL HLDGS INC455.5K shares262.01%2026-03-312026-05-12

CBOE CBOE HLDGS INC70.2K shares0.02%2026-03-312026-05-12

AMAT APPLIED MATLS INC53.6K shares-0.22%2026-03-312026-05-12

Sponsored

NG NOVAGOLD RES INC2.0M shares0.00%2026-03-312026-05-12

COIN COINBASE GLOBAL INC COM100.0K shares-0.01%2026-03-312026-05-12

UYLD ANGEL OAK FUNDS TRUST317.2K shares-12.86%2026-03-312026-05-12

JPIE J P MORGAN EXCHANGE TRADED F346.2K shares-0.92%2026-03-312026-05-12

SGOV ISHARES TR 0-3 MNTH153.0K shares49.61%2026-03-312026-05-12

IBM INTERNATIONAL BUSINESS MACHS58.1K shares0.65%2026-03-312026-05-12

WY WEYERHAEUSER CO554.3K shares0.00%2026-03-312026-05-12

VNLA JANUS DETROIT STR TR HENDRSN SHRT269.1K shares-23.03%2026-03-312026-05-12

Sponsored

AVLV AMERICAN CENTY TR US LARGE CAP VLU162.2K shares-6.05%2026-03-312026-05-12

ETOR ETORO GROUP LTD430.0K shares345.60%2026-03-312026-05-12

REGN REGENERON PHARMACEUTICALS16.1K shares-0.12%2026-03-312026-05-12

JAAA JANUS DETROIT STR TR HENDRSON AAA232.8K shares-11.64%2026-03-312026-05-12

AVUV AMERICAN CENTY TR US SML CP VALU105.4K shares9.51%2026-03-312026-05-12

AXON AXON ENTERPRISE INC26.9K shares0.00%2026-03-312026-05-12

SAMT ADVISORS INNER CIRCLE FD III282.3K shares6.41%2026-03-312026-05-12

PH PARKER HANNIFIN CORP12.2K shares-0.04%2026-03-312026-05-12

Sponsored

WDC WESTERN DIGITAL CORP39.6K shares0.25%2026-03-312026-05-12

ROE EA SERIES TRUST290.1K shares49.09%2026-03-312026-05-12

STIP ISHARES TR95.9K sharesnew addition2026-03-312026-05-12

FCX FREEPORT-MCMORAN INC162.6K shares-0.48%2026-03-312026-05-12

MELI MERCADOLIBRE INC5.5K shares-0.36%2026-03-312026-05-12

TT TRANE TECHNOLOGIES PLC22.7K shares0.12%2026-03-312026-05-12

GS GOLDMAN SACHS GROUP INC11.2K shares-61.77%2026-03-312026-05-12

CARY ANGEL OAK FUNDS TRUST444.5K shares13.77%2026-03-312026-05-12

Sponsored

OPY OPPENHEIMER HLDGS INC100.9K shares-19.32%2026-03-312026-05-12

VANGUARD INDEX FDS S&P 500 ETF VANGUARD INDEX FDS S&P 500 ETF14.7K shares-2.15%2026-03-312026-05-12

SNDK SANDISK CORP13.2K shares-0.89%2026-03-312026-05-12

MP MP MATERIALS CORP COM150.1K sharesnew addition2026-03-312026-05-12

OSK OSHKOSH CORP49.0K shares0.08%2026-03-312026-05-12

CSCO CISCO SYS INC86.8K shares1.11%2026-03-312026-05-12

VIRT VIRTU FINL INC147.0K shares0.00%2026-03-312026-05-12

AVDE AMERICAN CENTY ETF TR75.7K shares26.16%2026-03-312026-05-12

Sponsored

NBIS NEBIUS GROUP N.V.61.0K shares0.00%2026-03-312026-05-12

BUNGE LIMITED BUNGE LIMITED47.3K shares-1.21%2026-03-312026-05-12

DIA SPDR DOW JONES INDL AVRG UT SER 112.9K shares-1.18%2026-03-312026-05-12

VXUS VANGUARD STAR FD VG TL INTL STK75.2K shares-0.74%2026-03-312026-05-12

BCS BARCLAYS PLC272.3K shares0.00%2026-03-312026-05-12

VCRB VANGUARD MALVERN FDS73.8K shares-17.06%2026-03-312026-05-12

GM GENERAL MTRS CO75.4K shares-0.61%2026-03-312026-05-12

GWRE GUIDEWIRE SOFTWARE INC37.5K shares0.24%2026-03-312026-05-12

Sponsored

USFR WISDOMTREE TR FLOATNG RAT111.3K shares27.27%2026-03-312026-05-12

UNH UNITEDHEALTH GROUP INC20.1K shares0.25%2026-03-312026-05-12

BLACKSTONE GROUP INC COM BLACKSTONE GROUP INC COM41.8K shares-0.27%2026-03-312026-05-12

BROADCOM INC BROADCOM INC15.5K shares2.17%2026-03-312026-05-12

DOCU DOCUSIGN INC93.0K shares0.14%2026-03-312026-05-12

AMZN AMAZON COM INC21.1K shares-0.66%2026-03-312026-05-12

MEM MATTHEWS ASIA FDS115.9K shares-6.47%2026-03-312026-05-12

VO VANGUARD INDEX FDS MID CAP14.1K shares-0.19%2026-03-312026-05-12

Sponsored

CIGNA CORP NEW CIGNA CORP NEW15.0K shares2.76%2026-03-312026-05-12

PFE PFIZER INC141.5K shares0.33%2026-03-312026-05-12

JCI JOHNSON CTLS INTL PLC30.3K shares-0.02%2026-03-312026-05-12

JPM JPMORGAN CHASE & CO13.2K shares1.95%2026-03-312026-05-12

PSC PRINCIPAL EXCHANGE TRADED FD66.5K shares54.01%2026-03-312026-05-12

BPOP POPULAR INC28.1K shares0.00%2026-03-312026-05-12

VB VANGUARD INDEX FDS SMALL CP14.4K shares-0.01%2026-03-312026-05-12

TEX TEREX CORP NEW62.3K shares0.01%2026-03-312026-05-12

Sponsored

AUR AURORA INNOVATION INC864.0K shares-13.68%2026-03-312026-05-12

BOXX EA SERIES TRUST30.5K shares76.19%2026-03-312026-05-12

NXE NEXGEN ENERGY LTD300.0K shares0.00%2026-03-312026-05-12

ADM ARCHER DANIELS MIDLAND CO47.7K shares0.47%2026-03-312026-05-12

SAGP ADVISORS INNER CIRCLE FD III99.8K shares28.55%2026-03-312026-05-12

JPST J P MORGAN EXCHANGE-TRADED F ULTRA SHRT67.2K shares0.70%2026-03-312026-05-12

BEN FRANKLIN RESOURCES INC143.4K shares-50.93%2026-03-312026-05-12

ARW ARROW ELECTRS INC22.2K shares0.54%2026-03-312026-05-12

Sponsored

FLEX FLEXTRONICS INTL LTD48.3K shares-0.15%2026-03-312026-05-12

ABBV ABBVIE INC14.2K shares0.12%2026-03-312026-05-12

ICE INTERCONTINENTAL EXCHANGE IN18.8K shares-0.39%2026-03-312026-05-12

RF REGIONS FINL CORP NEW109.0K shares0.36%2026-03-312026-05-12

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares2.96%2026-03-312026-05-12

IJR ISHARES TR CORE S&P SCP22.5K shares-3.35%2026-03-312026-05-12

HL HECLA MNG CO150.3K shares0.11%2026-03-312026-05-12

XLF SELECT SECTOR SPDR TR SBI INT-FINL55.7K shares-10.01%2026-03-312026-05-12

Sponsored

ALPHABET INC CAP STK ALPHABET INC CAP STK9.4K shares0.33%2026-03-312026-05-12

PAAS PAN AMERN SILVER CORP49.0K shares0.00%2026-03-312026-05-12

CTVA CORTEVA INC31.9K shares1.22%2026-03-312026-05-12

JFLX J P MORGAN EXCHANGE TRADED F53.3K sharesnew addition2026-03-312026-05-12

APH AMPHENOL CORP NEW20.9K shares0.67%2026-03-312026-05-12

LLY LILLY ELI & CO2.8K shares1.07%2026-03-312026-05-12

PRME PRIME MEDICINE INC750.0K shares1.35%2026-03-312026-05-12

INVESCO T S&P500 EQL WGT INVESCO T S&P500 EQL WGT13.5K shares-1.09%2026-03-312026-05-12

Sponsored

NDAQ NASDAQ INC30.4K shares-0.26%2026-03-312026-05-12

INTC INTEL CORP58.4K shares-2.50%2026-03-312026-05-12

EBAY EBAY INC27.5K shares-0.18%2026-03-312026-05-12

TSM TAIWAN SEMICONDUCTOR MFG LTD7.3K shares-3.59%2026-03-312026-05-12

VCIT VANGUARD SCOTTSDALE FDS INT-TERM27.7K shares-4.48%2026-03-312026-05-12

WPM WHEATON PRECIOUS METALS CORP17.0K shares0.00%2026-03-312026-05-12

ALLE ALLEGION PLC ORD14.8K shares0.00%2026-03-312026-05-12

AG FIRST MAJESTIC SILVER CORP100.0K shares0.00%2026-03-312026-05-12

Sponsored

DOW DOW INC51.3K shares-3.02%2026-03-312026-05-12

MS MORGAN STANLEY12.8K shares-0.65%2026-03-312026-05-12

VCRM VANGUARD MUN BD FDS27.8K shares-50.54%2026-03-312026-05-12

VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT37.6K shares-0.66%2026-03-312026-05-12

IVV ISHARES TR CORE S&P5003.1K shares2.14%2026-03-312026-05-12

XOM EXXON MOBIL CORP11.8K shares-0.19%2026-03-312026-05-12

META FACEBOOK INC3.5K shares5.05%2026-03-312026-05-12

VZ VERIZON COMMUNICATIONS INC39.1K shares-1.12%2026-03-312026-05-12

Sponsored

IWM ISHARES TR RUSSELL 20007.9K shares-1.68%2026-03-312026-05-12

AMERICA MOVIL SAB DE CV SPON ADR L AMERICA MOVIL SAB DE CV SPON ADR L73.4K shares-52.14%2026-03-312026-05-12

CVS CVS HEALTH CORP24.6K shares-0.20%2026-03-312026-05-12

GSK PLC GSK PLC31.9K shares-0.06%2026-03-312026-05-12

NVS NOVARTIS AG11.3K shares-0.16%2026-03-312026-05-12

CAT CATERPILLAR INC DEL2.4K shares-2.22%2026-03-312026-05-12

IR INGERSOLL RAND INC19.9K shares0.00%2026-03-312026-05-12

PNFP PINNACLE FINL PARTNERS INC17.6K sharesnew addition2026-03-312026-05-12

Sponsored

UEC URANIUM ENERGY CORP108.1K shares0.77%2026-03-312026-05-12

VYM VANGUARD WHITEHALL FDS INC HIGH DIV9.8K shares-0.76%2026-03-312026-05-12

BAC BANK AMER CORP29.6K shares2.38%2026-03-312026-05-12

FEM FIRST TR EXCH TRD ALPHDX FD46.5K sharesnew addition2026-03-312026-05-12

TIDAL TRUST III TIDAL TRUST III55.7K sharesnew addition2026-03-312026-05-12

IJH ISHARES TR CORE S&P MCP20.6K shares2.36%2026-03-312026-05-12

COST COSTCO WHSL CORP NEW1.3K shares35.44%2026-03-312026-05-12

VTI VANGUARD INDEX FDS TOTAL STK4.1K shares0.22%2026-03-312026-05-12

Sponsored

NEE NEXTERA ENERGY INC13.7K shares0.01%2026-03-312026-05-12

VEU VANGUARD INTL EQUITY INDEX F ALLWRLD EX16.8K shares0.95%2026-03-312026-05-12

DXJ WISDOMTREE TR JAPN HEDGE7.9K shares-2.37%2026-03-312026-05-12

HP INC HP INC65.0K shares-53.55%2026-03-312026-05-12

SPSB SPDR SERIES TRUST PORTFOLIO SHORT41.6K shares-2.81%2026-03-312026-05-12

CNC CENTENE CORP DEL37.8K shares-1.01%2026-03-312026-05-12

QNITY ELECTRONICS INC QNITY ELECTRONICS INC10.5K shares0.55%2026-03-312026-05-12

SWKS SKYWORKS SOLUTIONS INC22.1K shares3.37%2026-03-312026-05-12

Sponsored

XBI SPDR SER TR S&P8.9K shares-5.13%2026-03-312026-05-12

EWJ ISHARES INC MSCI JPN13.2K shares-20.08%2026-03-312026-05-12

IFF INTERNATIONAL FLAVORS&FRAGRA15.3K shares2.98%2026-03-312026-05-12

JNJ JOHNSON & JOHNSON4.5K shares2.11%2026-03-312026-05-12

RTX RAYTHEON TECHNOLOGIES CORP5.7K shares-0.05%2026-03-312026-05-12

JEPI J P MORGAN EXCHANGE-TRADED F EQUITY19.1K shares-46.48%2026-03-312026-05-12

GRID FIRST TR NASDQ CLN EDGE6.3K shares162.21%2026-03-312026-05-12

NXT NEXTRACKER INC8.4K shares0.00%2026-03-312026-05-12

Sponsored

AAMI ACADIAN ASSET MANAGEMENT INC18.5K shares0.00%2026-03-312026-05-12

DUPONT DE NEMOURS INC DUPONT DE NEMOURS INC21.9K shares4.14%2026-03-312026-05-12

SJM SMUCKER J M CO10.1K shares16.13%2026-03-312026-05-12

MERCK & CO INC MERCK & CO INC7.9K shares-1.70%2026-03-312026-05-12

GILD GILEAD SCIENCES INC6.8K shares4.93%2026-03-312026-05-12

GEV GE VERNOVA INC1.1K shares2.26%2026-03-312026-05-12

AVIV AMERICAN CENTY TR INTERNATIONAL LR12.6K shares-2.50%2026-03-312026-05-12

PG PROCTER AND GAMBLE CO6.4K shares0.02%2026-03-312026-05-12

Sponsored

HD HOME DEPOT INC2.8K shares0.00%2026-03-312026-05-12

XLE SELECT SECTOR SPDR TR ENERGY14.9K shares-20.27%2026-03-312026-05-12

SMH VANECK ETF TRUST SEMICONDUCTR2.4K shares-4.99%2026-03-312026-05-12

MCD MCDONALDS CORP2.9K shares2.88%2026-03-312026-05-12

QQQM INVESCO EXCH TRADED FD TR II3.8K shares9.70%2026-03-312026-05-12

F FORD MTR CO DEL73.3K shares-79.55%2026-03-312026-05-12

NVT NVENT ELECTRIC PLC7.1K shares-0.48%2026-03-312026-05-12

BNDX VANGUARD CHARLOTTE FDS INTL BD IDX17.5K shares1.18%2026-03-312026-05-12

Sponsored

KIM KIMCO RLTY CORP34.7K shares-2.59%2026-03-312026-05-12

MUR MURPHY OIL CORP18.5K shares-10.02%2026-03-312026-05-12

CWH CAMPING WORLD HLDGS INC107.5K shares0.00%2026-03-312026-05-12

GENERAL ELECTRIC CO GENERAL ELECTRIC CO2.5K shares-0.20%2026-03-312026-05-12

TSLA TESLA MTRS INC1.9K shares-96.30%2026-03-312026-05-12

V VISA INC COM2.3K shares13.77%2026-03-312026-05-12

IMPAX FUNDS SERIES TRUST I IMPAX FUNDS SERIES TRUST I26.2K sharesnew addition2026-03-312026-05-12

AMT AMERICAN TOWER CORP NEW3.9K shares0.00%2026-03-312026-05-12

Sponsored

MATCH GROUP INC NEW MATCH GROUP INC NEW21.7K shares4.85%2026-03-312026-05-12

XLV SELECT SECTOR SPDR TR SBI HEALTHCARE4.5K shares-0.79%2026-03-312026-05-12

CVX CHEVRON CORP NEW3.1K shares12.67%2026-03-312026-05-12

BV BRIGHTVIEW HLDGS INC55.0K shares0.00%2026-03-312026-05-12

GRNY TIDAL TRUST I27.0K sharesnew addition2026-03-312026-05-12

PEP PEPSICO INC4.1K shares0.51%2026-03-312026-05-12

PNR PENTAIR PLC7.3K shares2.18%2026-03-312026-05-12

VT VANGUARD INTL EQUITY INDEX F TT WRLD ST4.5K shares5.60%2026-03-312026-05-12

Sponsored

PICK ISHARES INC MSCI GBL10.9K shares-8.63%2026-03-312026-05-12

XLB SELECT SECTOR SPDR TR SBI MATERIALS12.2K shares67.95%2026-03-312026-05-12

KMB KIMBERLY CLARK CORP6.3K shares173.97%2026-03-312026-05-12

RDVY FIRST TR EXCHANGE-TRADED FD RISNG DIVD8.9K shares0.01%2026-03-312026-05-12

EFA ISHARES TR MSCI EAFE6.2K shares0.00%2026-03-312026-05-12

ADNT ADIENT PLC ORD29.4K shares-6.63%2026-03-312026-05-12

NOW SERVICENOW INC5.5K shares0.95%2026-03-312026-05-12

EFAV ISHARES TR6.1K shares5.67%2026-03-312026-05-12

Sponsored

ROBO EXCHANGE TRADED CONCEPTS TR ROBO GLB7.9K shares0.00%2026-03-312026-05-12

IGF ISHARES TR GLB INFRASTR8.1K shares0.00%2026-03-312026-05-12

VNQ VANGUARD INDEX FDS REIT5.9K shares-2.92%2026-03-312026-05-12

AMGN AMGEN INC1.5K shares-1.95%2026-03-312026-05-12

NFLX NETFLIX INC5.3K shares-1.74%2026-03-312026-05-12

BOTZ GLOBAL X FDS RBTCS ARTFL15.2K shares0.00%2026-03-312026-05-12

SRLN SSGA ACTIVE TR BLKSTN GSOSRLN12.4K shares2.00%2026-03-312026-05-12

ALL ALLSTATE CORP2.4K shares16.82%2026-03-312026-05-12

Sponsored

KLAC KLA-TENCOR CORP333 shares-6.20%2026-03-312026-05-12

KD KYNDRYL HLDGS INC COMMON37.2K shares16.36%2026-03-312026-05-12

ASML ASML HOLDING N V N Y REGISTRY365 shares-8.06%2026-03-312026-05-12

CL COLGATE PALMOLIVE CO5.4K shares6.79%2026-03-312026-05-12

GLDM WORLD GOLD TR5.0K shares13.36%2026-03-312026-05-12

VEA VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT6.8K shares39.88%2026-03-312026-05-12

UNP UNION PAC CORP1.8K shares0.00%2026-03-312026-05-12

UPS UNITED PARCEL SERVICE INC4.4K shares-11.37%2026-03-312026-05-12

Sponsored

CRM SALESFORCE COM INC2.3K shares-4.77%2026-03-312026-05-12

ADBE ADOBE SYSTEMS INCORPORATED1.7K shares-14.36%2026-03-312026-05-12

MLPX GLOBAL X FDS GLB X MLP ENRG5.7K shares-0.96%2026-03-312026-05-12

WMT WAL-MART STORES INC3.3K sharesnew addition2026-03-312026-05-12

MU MICRON TECHNOLOGY INC1.2K shares-18.54%2026-03-312026-05-12

QABA FIRST TR NASDAQ ABA CMNTY BK UT COM SHS7.0K shares0.00%2026-03-312026-05-12

SDY SPDR SERIES TRUST S&P DIVID2.8K shares-0.54%2026-03-312026-05-12

JEPQ J P MORGAN EXCHANGE TRADED F7.3K shares-45.74%2026-03-312026-05-12

Sponsored

LMT LOCKHEED MARTIN CORP667 shares-2.34%2026-03-312026-05-12

TMO THERMO FISHER SCIENTIFIC INC816 shares0.00%2026-03-312026-05-12

T AT&T INC13.3K shares10.21%2026-03-312026-05-12

FIRST CTZNS BANCSHARES INC N FIRST CTZNS BANCSHARES INC N204 shares-6.42%2026-03-312026-05-12

IWF ISHARES TR RUS 1000 GRW900 shares0.00%2026-03-312026-05-12

COP CONOCOPHILLIPS2.9K shares0.42%2026-03-312026-05-12

XLK SELECT SECTOR SPDR TR TECHNOLOGY2.9K shares0.03%2026-03-312026-05-12

DIS DISNEY WALT CO3.8K shares-0.60%2026-03-312026-05-12

Sponsored

ADP AUTOMATIC DATA PROCESSING IN1.8K shares11.40%2026-03-312026-05-12

BIL SPDR SER TR SPDR3.9K shares1.16%2026-03-312026-05-12

URA GLOBAL X FDS7.4K shares52.04%2026-03-312026-05-12

IAC IAC INTERACTIVECORP NEW8.7K shares0.00%2026-03-312026-05-12

MMM 3M CO2.4K shares0.00%2026-03-312026-05-12

ACCENTURE PLC IRELAND SHS ACCENTURE PLC IRELAND SHS1.7K shares10.06%2026-03-312026-05-12

BMY BRISTOL MYERS SQUIBB CO5.5K shares-7.59%2026-03-312026-05-12

EEM ISHARES TR MSCI EMG MKT5.8K shares0.00%2026-03-312026-05-12

Sponsored

OPPE WISDOMTREE TR6.0K shares10.76%2026-03-312026-05-12

DBEF DBX ETF TR6.5K shares0.00%2026-03-312026-05-12

VGT VANGUARD WORLD FDS INF TECH457 shares0.00%2026-03-312026-05-12

BIV VANGUARD BD INDEX FDS4.1K shares0.00%2026-03-312026-05-12

PM PHILIP MORRIS INTL INC1.9K shares1.66%2026-03-312026-05-12

VNQI VANGUARD INTL EQUITY INDEX F GLB EX US6.8K shares-2.02%2026-03-312026-05-12

SAFEHOLD INC SAFEHOLD INC22.0K shares-0.00%2026-03-312026-05-12

USMV ISHARES TR USA MIN VOL3.2K shares43.21%2026-03-312026-05-12

Sponsored

PWR QUANTA SVCS INC541 shares-1.64%2026-03-312026-05-12

CMI CUMMINS INC542 shares1.31%2026-03-312026-05-12

AXP AMERICAN EXPRESS CO958 shares-12.11%2026-03-312026-05-12

CSX CSX CORP7.1K shares0.21%2026-03-312026-05-12

IBIT ISHARES BITCOIN TRUST ETF7.5K shares-18.68%2026-03-312026-05-12

JMBS JANUS DETROIT STR TR6.4K shares-86.77%2026-03-312026-05-12

AVEM AMERICAN CENTY ETF TR3.6K sharesnew addition2026-03-312026-05-12

LTPZ PIMCO ETF TR5.5K shares0.00%2026-03-312026-05-12

Sponsored

TXN TEXAS INSTRS INC1.5K shares-3.64%2026-03-312026-05-12

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II10.8K sharesnew addition2026-03-312026-05-12

EIX EDISON INTL3.8K shares-9.00%2026-03-312026-05-12

KO COCA COLA CO3.7K shares1.24%2026-03-312026-05-12

CMCSA COMCAST CORP NEW9.6K shares3.52%2026-03-312026-05-12

HON HONEYWELL INTL INC1.2K shares-2.74%2026-03-312026-05-12

OPPJ WISDOMTREE TR5.0K sharesnew addition2026-03-312026-05-12

CALM CAL MAINE FOODS INC3.4K shares25.35%2026-03-312026-05-12

Sponsored

IYE ISHARES TR U.S. ENERGY4.1K sharesnew addition2026-03-312026-05-12

JKS JINKOSOLAR HLDG CO LTD10.4K shares-5.22%2026-03-312026-05-12

LRCX LAM RESEARCH CORP1.2K shares-15.60%2026-03-312026-05-12

WFC WELLS FARGO & CO NEW3.3K shares3.02%2026-03-312026-05-12

FDVV FIDELITY COVINGTON TRUST4.7K shares0.00%2026-03-312026-05-12

ET ENERGY TRANSFER EQUITY L P13.0K shares0.25%2026-03-312026-05-12

SRE SEMPRA ENERGY2.6K shares4.07%2026-03-312026-05-12

CITIGROUP INC CITIGROUP INC2.2K shares-11.38%2026-03-312026-05-12

Sponsored

VTRS VIATRIS INC17.9K shares-13.33%2026-03-312026-05-12

WEC ENERGY GROUP INC WEC ENERGY GROUP INC2.1K shares0.00%2026-03-312026-05-12

TPL TEXAS PACIFIC LAND CORPORATI500 sharesnew addition2026-03-312026-05-12

STT STATE STR CORP1.9K shares-64.82%2026-03-312026-05-12

UBER UBER TECHNOLOGIES INC3.3K shares8.85%2026-03-312026-05-12

LOW LOWES COS INC969 shares0.21%2026-03-312026-05-12

TLRY TILRAY INC35.4K shares0.00%2026-03-312026-05-12

BIPC BROOKFIELD INFRASTRUCTURE CO COM SB VTG5.7K shares10.73%2026-03-312026-05-12

Sponsored

NEM NEWMONT GOLDCORP CORPORATION2.0K shares-12.33%2026-03-312026-05-12

BA BOEING CO1.1K shares0.73%2026-03-312026-05-12

DAC DANAOS CORPORATION1.9K sharesnew addition2026-03-312026-05-12

MA MASTERCARD INC429 shares3.62%2026-03-312026-05-12

VLO VALERO ENERGY CORP NEW865 sharesnew addition2026-03-312026-05-12

WELL WELLTOWER INC1.1K shares0.00%2026-03-312026-05-12

SMITHFIELD FOODS INC SMITHFIELD FOODS INC7.6K sharesnew addition2026-03-312026-05-12

PAYSAFE LIMITED PAYSAFE LIMITED30.8K shares1.09%2026-03-312026-05-12

Sponsored

AMP AMERIPRISE FINL INC469 shares4.69%2026-03-312026-05-12

EMLP FIRST TR EXCHANGE-TRADED FD4.8K sharesnew addition2026-03-312026-05-12

EATON CORP PLC EATON CORP PLC579 sharesnew addition2026-03-312026-05-12

CARR CARRIER GLOBAL CORPORATION3.6K sharesnew addition2026-03-312026-05-12

BNY MELLON ETF TRUST II BNY MELLON ETF TRUST II8.2K sharesnew addition2026-03-312026-05-12

UTES ETFIS SER TR I2.5K sharesnew addition2026-03-312026-05-12

SM SM ENERGY CO6.4K sharesnew addition2026-03-312026-05-12

YUM YUM BRANDS INC1.3K sharesnew addition2026-03-312026-05-12

Sponsored

HLN HALEON PLC SPON19.5K shares0.00%2026-03-312026-05-12

PDBC INVESCO ACTVELY MNGD ETC FD10.5K sharesnew addition2026-03-312026-05-12

RITM NEW RESIDENTIAL INVT CORP18.4K shares28.87%2026-03-312026-05-12

DXC DXC TECHNOLOGY CO10.6K shares-4.86%2026-03-312026-05-12

SGHC SUPER GROUP SGHC LIMITED12.1K sharesnew addition2026-03-312026-05-12

WU WESTERN UN CO14.3K shares-13.50%2026-03-312026-05-12

NIO NIO INC SPON18.8K shares5.63%2026-03-312026-05-12

CNH CNH INDL N V10.1K sharesnew addition2026-03-312026-05-12

Sponsored

PK PARK HOTELS RESORTS INC10.1K sharesnew addition2026-03-312026-05-12

ANVS ANNOVIS BIO INC47.0K shares10.85%2026-03-312026-05-12

ABR ARBOR REALTY TRUST INC10.7K sharesnew addition2026-03-312026-05-12

PAYO PAYONEER GLOBAL INC16.0K shares0.01%2026-03-312026-05-12

AURORA CANNABIS INC AURORA CANNABIS INC20.0K shares0.00%2026-03-312026-05-12

PLTK PLAYTIKA HLDG CORP16.4K shares0.01%2026-03-312026-05-12

INOVIO PHARMACEUTICALS INC INOVIO PHARMACEUTICALS INC24.9K shares3.75%2026-03-312026-05-12

AGENUS INC AGENUS INC12.0K sharesnew addition2026-03-312026-05-12

Sponsored

ALIT ALIGHT INC COM40.7K shares110.88%2026-03-312026-05-12

GPRO GOPRO INC24.1K shares74.64%2026-03-312026-05-12

KALA PHARMACEUTICALS INC KALA PHARMACEUTICALS INC18.4K sharesnew addition2026-03-312026-05-12

IBKR

INTERACTIVE BROKERS GROUP IN COM

8.04%

Shares9.9M

Event2026-03-31

Filed2026-05-12

SPY

SPDR S&P 500 ETF TR TR

40.98%

Shares345.2K

Event2026-03-31

Filed2026-05-12

FUTU

FUTU HLDGS LTD

141.58%

Shares1.2M

Event2026-03-31

Filed2026-05-12

NMAX

NEWSMAX INC

0.00%

Shares22.8M

Event2026-03-31

Filed2026-05-12

HOOD

ROBINHOOD MKTS INC COM

2238.87%

Shares1.1M

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK

-0.08%

Shares142.4K

Event2026-03-31

Filed2026-05-12

AAPL

APPLE INC

-0.54%

Shares154.2K

Event2026-03-31

Filed2026-05-12

PIPR

PIPER JAFFRAY COS

299.97%

Shares416.8K

Event2026-03-31

Filed2026-05-12

INVESCO QQQ TR

-2.00%

Shares54.5K

Event2026-03-31

Filed2026-05-12

GBTC

GRAYSCALE BITCOIN TR BTC

-0.16%

Shares634.0K

Event2026-03-31

Filed2026-05-12

SLV

ISHARES SILVER TRUST

-0.40%

Shares441.0K

Event2026-03-31

Filed2026-05-12

ORCL

ORACLE CORP

0.00%

Shares186.9K

Event2026-03-31

Filed2026-05-12

SCHW

SCHWAB CHARLES CORP NEW

-14.58%

Shares280.4K

Event2026-03-31

Filed2026-05-12

CCJ

CAMECO CORP

0.13%

Shares237.4K

Event2026-03-31

Filed2026-05-12

WYNN

WYNN RESORTS LTD

0.00%

Shares250.1K

Event2026-03-31

Filed2026-05-12

GLD

SPDR GOLD TR GOLD

0.26%

Shares56.6K

Event2026-03-31

Filed2026-05-12

NVDA

NVIDIA CORP

-0.13%

Shares135.3K

Event2026-03-31

Filed2026-05-12

PLTR

PALANTIR TECHNOLOGIES INC

-1.46%

Shares160.4K

Event2026-03-31

Filed2026-05-12

THM

INTERNATIONAL TOWER HILL MIN

New

Shares10.0M

Event2026-03-31

Filed2026-05-12

JSI

JANUS DETROIT STR TR

1.55%

Shares441.4K

Event2026-03-31

Filed2026-05-12

MSFT

MICROSOFT CORP

1.88%

Shares56.4K

Event2026-03-31

Filed2026-05-12

PYPL

PAYPAL HLDGS INC

262.01%

Shares455.5K

Event2026-03-31

Filed2026-05-12

CBOE

CBOE HLDGS INC

0.02%

Shares70.2K

Event2026-03-31

Filed2026-05-12

AMAT

APPLIED MATLS INC

-0.22%

Shares53.6K

Event2026-03-31

Filed2026-05-12

NOVAGOLD RES INC

0.00%

Shares2.0M

Event2026-03-31

Filed2026-05-12

COIN

COINBASE GLOBAL INC COM

-0.01%

Shares100.0K

Event2026-03-31

Filed2026-05-12

UYLD

ANGEL OAK FUNDS TRUST

-12.86%

Shares317.2K

Event2026-03-31

Filed2026-05-12

JPIE

J P MORGAN EXCHANGE TRADED F

-0.92%

Shares346.2K

Event2026-03-31

Filed2026-05-12

SGOV

ISHARES TR 0-3 MNTH

49.61%

Shares153.0K

Event2026-03-31

Filed2026-05-12

IBM

INTERNATIONAL BUSINESS MACHS

0.65%

Shares58.1K

Event2026-03-31

Filed2026-05-12

WEYERHAEUSER CO

0.00%

Shares554.3K

Event2026-03-31

Filed2026-05-12

VNLA

JANUS DETROIT STR TR HENDRSN SHRT

-23.03%

Shares269.1K

Event2026-03-31

Filed2026-05-12

AVLV

AMERICAN CENTY TR US LARGE CAP VLU

-6.05%

Shares162.2K

Event2026-03-31

Filed2026-05-12

ETOR

ETORO GROUP LTD

345.60%

Shares430.0K

Event2026-03-31

Filed2026-05-12

REGN

REGENERON PHARMACEUTICALS

-0.12%

Shares16.1K

Event2026-03-31

Filed2026-05-12

JAAA

JANUS DETROIT STR TR HENDRSON AAA

-11.64%

Shares232.8K

Event2026-03-31

Filed2026-05-12

AVUV

AMERICAN CENTY TR US SML CP VALU

9.51%

Shares105.4K

Event2026-03-31

Filed2026-05-12

AXON

AXON ENTERPRISE INC

0.00%

Shares26.9K

Event2026-03-31

Filed2026-05-12

SAMT

ADVISORS INNER CIRCLE FD III

6.41%

Shares282.3K

Event2026-03-31

Filed2026-05-12

PARKER HANNIFIN CORP

-0.04%

Shares12.2K

Event2026-03-31

Filed2026-05-12

WDC

WESTERN DIGITAL CORP

0.25%

Shares39.6K

Event2026-03-31

Filed2026-05-12

ROE

EA SERIES TRUST

49.09%

Shares290.1K

Event2026-03-31

Filed2026-05-12

STIP

ISHARES TR

New

Shares95.9K

Event2026-03-31

Filed2026-05-12

FCX

FREEPORT-MCMORAN INC

-0.48%

Shares162.6K

Event2026-03-31

Filed2026-05-12

MELI

MERCADOLIBRE INC

-0.36%

Shares5.5K

Event2026-03-31

Filed2026-05-12

TRANE TECHNOLOGIES PLC

0.12%

Shares22.7K

Event2026-03-31

Filed2026-05-12

GOLDMAN SACHS GROUP INC

-61.77%

Shares11.2K

Event2026-03-31

Filed2026-05-12

CARY

ANGEL OAK FUNDS TRUST

13.77%

Shares444.5K

Event2026-03-31

Filed2026-05-12

OPY

OPPENHEIMER HLDGS INC

-19.32%

Shares100.9K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS S&P 500 ETF

-2.15%

Shares14.7K

Event2026-03-31

Filed2026-05-12

SNDK

SANDISK CORP

-0.89%

Shares13.2K

Event2026-03-31

Filed2026-05-12

MP MATERIALS CORP COM

New

Shares150.1K

Event2026-03-31

Filed2026-05-12

OSK

OSHKOSH CORP

0.08%

Shares49.0K

Event2026-03-31

Filed2026-05-12

CSCO

CISCO SYS INC

1.11%

Shares86.8K

Event2026-03-31

Filed2026-05-12

VIRT

VIRTU FINL INC

0.00%

Shares147.0K

Event2026-03-31

Filed2026-05-12

AVDE

AMERICAN CENTY ETF TR

26.16%

Shares75.7K

Event2026-03-31

Filed2026-05-12

NBIS

NEBIUS GROUP N.V.

0.00%

Shares61.0K

Event2026-03-31

Filed2026-05-12

BUNGE LIMITED

-1.21%

Shares47.3K

Event2026-03-31

Filed2026-05-12

DIA

SPDR DOW JONES INDL AVRG UT SER 1

-1.18%

Shares12.9K

Event2026-03-31

Filed2026-05-12

VXUS

VANGUARD STAR FD VG TL INTL STK

-0.74%

Shares75.2K

Event2026-03-31

Filed2026-05-12

BCS

BARCLAYS PLC

0.00%

Shares272.3K

Event2026-03-31

Filed2026-05-12

VCRB

VANGUARD MALVERN FDS

-17.06%

Shares73.8K

Event2026-03-31

Filed2026-05-12

GENERAL MTRS CO

-0.61%

Shares75.4K

Event2026-03-31

Filed2026-05-12

GWRE

GUIDEWIRE SOFTWARE INC

0.24%

Shares37.5K

Event2026-03-31

Filed2026-05-12

USFR

WISDOMTREE TR FLOATNG RAT

27.27%

Shares111.3K

Event2026-03-31

Filed2026-05-12

UNH

UNITEDHEALTH GROUP INC

0.25%

Shares20.1K

Event2026-03-31

Filed2026-05-12

BLACKSTONE GROUP INC COM

-0.27%

Shares41.8K

Event2026-03-31

Filed2026-05-12

BROADCOM INC

2.17%

Shares15.5K

Event2026-03-31

Filed2026-05-12

DOCU

DOCUSIGN INC

0.14%

Shares93.0K

Event2026-03-31

Filed2026-05-12

AMZN

AMAZON COM INC

-0.66%

Shares21.1K

Event2026-03-31

Filed2026-05-12

MEM

MATTHEWS ASIA FDS

-6.47%

Shares115.9K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS MID CAP

-0.19%

Shares14.1K

Event2026-03-31

Filed2026-05-12

CIGNA CORP NEW

2.76%

Shares15.0K

Event2026-03-31

Filed2026-05-12

PFE

PFIZER INC

0.33%

Shares141.5K

Event2026-03-31

Filed2026-05-12

JCI

JOHNSON CTLS INTL PLC

-0.02%

Shares30.3K

Event2026-03-31

Filed2026-05-12

JPM

JPMORGAN CHASE & CO

1.95%

Shares13.2K

Event2026-03-31

Filed2026-05-12

PSC

PRINCIPAL EXCHANGE TRADED FD

54.01%

Shares66.5K

Event2026-03-31

Filed2026-05-12

BPOP

POPULAR INC

0.00%

Shares28.1K

Event2026-03-31

Filed2026-05-12

VANGUARD INDEX FDS SMALL CP

-0.01%

Shares14.4K

Event2026-03-31

Filed2026-05-12

TEX

TEREX CORP NEW

0.01%

Shares62.3K

Event2026-03-31

Filed2026-05-12

AUR

AURORA INNOVATION INC

-13.68%

Shares864.0K

Event2026-03-31

Filed2026-05-12

BOXX

EA SERIES TRUST

76.19%

Shares30.5K

Event2026-03-31

Filed2026-05-12

NXE

NEXGEN ENERGY LTD

0.00%

Shares300.0K

Event2026-03-31

Filed2026-05-12

ADM

ARCHER DANIELS MIDLAND CO

0.47%

Shares47.7K

Event2026-03-31

Filed2026-05-12

SAGP

ADVISORS INNER CIRCLE FD III

28.55%

Shares99.8K

Event2026-03-31

Filed2026-05-12

JPST

J P MORGAN EXCHANGE-TRADED F ULTRA SHRT

0.70%

Shares67.2K

Event2026-03-31

Filed2026-05-12

BEN

FRANKLIN RESOURCES INC

-50.93%

Shares143.4K

Event2026-03-31

Filed2026-05-12

ARW

ARROW ELECTRS INC

0.54%

Shares22.2K

Event2026-03-31

Filed2026-05-12

FLEX

FLEXTRONICS INTL LTD

-0.15%

Shares48.3K

Event2026-03-31

Filed2026-05-12

ABBV

ABBVIE INC

0.12%

Shares14.2K

Event2026-03-31

Filed2026-05-12

ICE

INTERCONTINENTAL EXCHANGE IN

-0.39%

Shares18.8K

Event2026-03-31

Filed2026-05-12

REGIONS FINL CORP NEW

0.36%

Shares109.0K

Event2026-03-31

Filed2026-05-12

BERKSHIRE HATHAWAY INC DEL

2.96%

Shares5.9K

Event2026-03-31

Filed2026-05-12

IJR

ISHARES TR CORE S&P SCP

-3.35%

Shares22.5K

Event2026-03-31

Filed2026-05-12

HECLA MNG CO

0.11%

Shares150.3K

Event2026-03-31

Filed2026-05-12

XLF

SELECT SECTOR SPDR TR SBI INT-FINL

-10.01%

Shares55.7K

Event2026-03-31

Filed2026-05-12

ALPHABET INC CAP STK

0.33%

Shares9.4K

Event2026-03-31

Filed2026-05-12

PAAS

PAN AMERN SILVER CORP

0.00%

Shares49.0K

Event2026-03-31

Filed2026-05-12

CTVA

CORTEVA INC

1.22%

Shares31.9K

Event2026-03-31

Filed2026-05-12

JFLX

J P MORGAN EXCHANGE TRADED F

New

Shares53.3K

Event2026-03-31

Filed2026-05-12

APH

AMPHENOL CORP NEW

0.67%

Shares20.9K

Event2026-03-31

Filed2026-05-12

LLY

LILLY ELI & CO

1.07%

Shares2.8K

Event2026-03-31

Filed2026-05-12

PRME

PRIME MEDICINE INC

1.35%

Shares750.0K

Event2026-03-31

Filed2026-05-12

INVESCO T S&P500 EQL WGT

-1.09%

Shares13.5K

Event2026-03-31

Filed2026-05-12

NDAQ

NASDAQ INC

-0.26%

Shares30.4K

Event2026-03-31

Filed2026-05-12

INTC

INTEL CORP

-2.50%

Shares58.4K

Event2026-03-31

Filed2026-05-12

EBAY

EBAY INC

-0.18%

Shares27.5K

Event2026-03-31

Filed2026-05-12

TSM

TAIWAN SEMICONDUCTOR MFG LTD

-3.59%

Shares7.3K

Event2026-03-31

Filed2026-05-12

VCIT

VANGUARD SCOTTSDALE FDS INT-TERM

-4.48%

Shares27.7K

Event2026-03-31

Filed2026-05-12

WPM

WHEATON PRECIOUS METALS CORP

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-12

ALLE

ALLEGION PLC ORD

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-12

FIRST MAJESTIC SILVER CORP

0.00%

Shares100.0K

Event2026-03-31

Filed2026-05-12

DOW

DOW INC

-3.02%

Shares51.3K

Event2026-03-31

Filed2026-05-12

MORGAN STANLEY

-0.65%

Shares12.8K

Event2026-03-31

Filed2026-05-12

VCRM

VANGUARD MUN BD FDS

-50.54%

Shares27.8K

Event2026-03-31

Filed2026-05-12

VWO

VANGUARD INTL EQUITY INDEX F FTSE EMR MKT

-0.66%

Shares37.6K

Event2026-03-31

Filed2026-05-12

IVV

ISHARES TR CORE S&P500

2.14%

Shares3.1K

Event2026-03-31

Filed2026-05-12

XOM

EXXON MOBIL CORP

-0.19%

Shares11.8K

Event2026-03-31

Filed2026-05-12